Res No 181-11-13495RESOLUTION NO. 181-11-13495
A Resolution allowing the City Manager to negotiate a 5 -year contract relating
to pool operator USA Pools for the planned Murray Park Community Pool.
WHEREAS, the City has secured grants for an estimated amount of $1,2000,000 to build a
community pool some of which are due to expire on December, 31, 2011, and others on December
31, 2012; and
WHEREAS, a the City needs the pool operator to provide guidance as to the final pool
design and therefore the selection of a pool operator is a critical first step in the process of designing
and constructing a pool; and,
WHEREAS, USA Pools has submitted a Letter of Interest to the City expressing its interest
in operating the planned Murray Park Community Pool; and,
WHEREAS, in evaluating Letters of Interest submittals for a pool operator, USA Pools has
been recommended by an Evaluation Selection Committee as a qualified company with the
experience and background to operate the planned Murray Park Community Pool, and:
NOW, THEREFORE, BE IT RESOLVED BY THE MAYOR AND CITY
COMMISSION OF THE CITY OF SOUTH MIAMI, FLORIDA, THAT:
Section 1. The City Manger is hereby directed and authorized to negotiate a 5 -year
agreement with USA Pools for the operation and maintenance of the planned Murray Park
Community Pool, subject to the completion of the pool.
Section 2. The contract with USA Pools shall provide that USA Pools is required to
consult with and have input in the final pool design with the selected design/build company.
Section 3. This resolution shall take effect immediately upon adoption.
PASSED AND ADOPTED this 24 day of October 2011.
ATTEST:
Y CLERK
APPROVED:
Y R
COMMISSION VOTE: 5 -0
Mayor Stoddard:
Yea
Vice Mayor Newman:
Yea
Commissioner Palmer:
Yea
Commissioner Beasley:
Yea
Commissioner Harris:
Yea
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South Miami
Aq•AwdeaM
CITY OF SOUTH MIAMI r
OFFICE OF THE CITY MANAGER °
INTER - OFFICE MEMORANDUM 2001
To: The Honorable Mayor & Members of the City Commission
From: Hector Mirabile, PhD, City Manager
Date: October 21, 2011
Subject: Murray Park Pool Operator Letters of Interest, LOI, Evaluation
Selection Committee Recommendation
Background: The LOI was advertised and closed on October 12, 2011. Two LOls were
received, Reef Tropical Pools, Key Largo FL and USA Pools, Roswell GA. An
Evaluation Selection Committee was created to review and recommend a
vendor. The committee includes the following members:
o Keith Ng /Projects Manager, Public Works
o Maria Stout -Tate /Director, Parks & Recreation
o Stephen David /Director, CRA
o Kelly Barket/Chief Superintendant, Public Works
e Steve Kulick/Purchasing Manager, Central Services
The Evaluation Selection Committee held meetings with the two interested
vendors on Monday, October 17, 2011. Based on those meetings, and the
weighted evaluation criteria indentified in the LOI, USA Pools is recommended.
Their combined score was 118.4 compared to Reef Tropical Pool's score, 88.
Before moving forward, it was determined a pool management operator should
be identified prior to engaging a design /build company. In this manner, the pool
operator will have input to the design ensuring the final product achieves two
objectives: (I) Meets the needs of the residents and, (2) Assures the facility is
profitable. As per the terms of the pool operator agreement, the operator
retains any and all profits, as well as assumes all associated operational and
maintenance costs.
Expense $0
Community Fool
Funding
Breakdown
GRANT
EXPIRE
DESCRIPTION
AWARDED
EXPENDED
BALANCE
CDBG
6130/2010
Design
$276,000
$185,537
$0
SNP
12/31/2011
Design /Build
220,050
0
220,050
CRA
9/30/2012
Design /Build
125,000
0
125,000
CDBG
12/31/2012
Construction
1,207,374
6,013
1,201,361
1,546,411
Attachments: a Request for Letters of Interest and Exhibits
® Evaluation Selection Committee Score Sheets
e USA Pools Proposal
o Reef Tropical Pools Proposal
Request for Letters of Interest
And Exhibits
REQUEST FOR LETTER OF INTEREST
POOL OPERATIONS AND MANAGEMENT SERVICES
The City of South Miami, Florida desires to engage a Pool Operator and Management Company
which desires to participate in the design of the Facility to include at a minimum one pool, and
supporting amenities, such as a reception area, office, staff area, changing area, bathrooms,
viewing area, pump room, chemical room, pool room and outdoor area for the outdoor pool,
all necessary to conduct swimming programs and teaching at the Facility. Furthermore, the
Pool Operator and Management Company must possess the requisite skills, training,
experience, knowledge and ability to operate and conduct swimming programs and teaching at
the Facility.
The selection of a Pool Operator and Management Company to manage and operate the
Murray Park Pool will be handled in accordance with the following process.
Submission by the pool operating and management company of a Letter of Interest
(LOI).
2. City will short list pool operating and management companies to a minimum of three
firms, if necessary.
3. Pre - interview meeting and oral interview at the option of the City.
4. City will select a pool operator company to begin participating in the design and
ultimately operate and manage the pool for 5 -years
BACKGROUND
Murray Park, located in South Miami, near Sunset Drive, is approximately a 4.32 acre
community park which currently contains the South Miami Community Center, playing fields,
and basketball courts. The City, through previous planning efforts, has designated Murray Park
as the preferred location for a new community pool. The City's desires to provide swimming
and recreation opportunities to the surrounding neighborhood and the entire South Miami
community for residents and homeowners who do not have a pool or access to swimming and
recreation facilities. The pool will also be an area designated to provide a high - quality
recreation, education, cultural and performance venue available to the residents of South
Miami.
The City is seeking proposals from private program operators to operate the Murray Park
Community Pool located at 5800 SW 66th Street, and swimming pool programming
beginning in upon selection of design build team.
Pool Operation and Management Request for Letter of Interest Page 1 of 4
All letters of interest are limited to eight (8) pages inclusive of the cover sheet, and shall be
typed on 8 1 /2" x I I" sheets, single- spaced, one - sided. Fold out pages are not allowed. In
order to reduce costs and to facilitate recycling; binders, dividers, tabs, etc. are prohibited.
One staple in the upper left -hand corner is preferred.
Letters of interest containing more than eight (8) pages will not be considered.
Section I - Coverlintroductory Letter
The introductory letter should be addressed to Hector Mirabile, PhD, City Manager. Said
letter is limited to one (1) page and should contain the following elements of information:
— Expression of firm's interest in the work;
— Date of most recent pool operation and management company qualification;
— Statement regarding company's possible conflict(s) of interest for the work;
— and Summation of information contained in the letter of interest.
Section 11 - Evaluation Factors
This section is limited to two (2) pages and should contain information regarding evaluation
and other factors listed in the advertisement such as:
— A brief synopsis of the Company previous pool operating and management services
experience that is focused to the type of work advertised for services performed within
last five (5) years;
— The number of employees within the company;
— A brief description of the company's approach to performing pool operation and
management for this work, including the company's understanding of their responsibility
with regard to safety, contract administration, environmental responsibility, claims, etc.
— and Any innovative approaches to be used.
Section III - Supportive Information
This section is limited to five (5) pages and should contain the following information:
— Organizational chart indicating personnel to be assigned by position;
— The resumes of key personnel;
-- Most recent two (2) year unaudited financials (Balance Sheet and Income Statement) of
the company
— and other information one may feel would be beneficial to the request.
Pool Operation and Management Request for Letter of Interest Page 2 of 4
EVALUATION
Firms submitting I-Ols to perform the Pool Operating and Management Services on this specific
project will be evaluated based upon certain considerations. The following considerations, with
the weighted importance, will be utilized to select a minimum of three firms from those
submitting an LOi:
I. Firm's experience, knowledge, familiarity and past performance with Pool Operations
and Management Services - 30%
2. The experience of the Company's proposed staff to perform the type of services
required - 30%
3. Company's understanding of the requested services — 30%
4. Firm's ability to communicate effectively with City staff — 10%
Pool Operating and Management Companies are invited to have letters of interest for
furnishing Pool Operation and Management Services to the City by 10 a.m., October 12,
2011, Letters of interest received after this deadline will NOT be considered.
Companies submitting letters of interest are encouraged to carefully check them for
conformance to the requirements stated above. If Letters of Interest (LOls) do not meet ALL
of these requirements, they may be disqualified. Companies must submit one unbound
original, one electronic copy (flash drive or CD) and six copies.
The mail and delivery address is:
Mrs. Maria Menendez, City Clerk
City of South Miami
6130 Sunset Drive
South Miami, FL 33143
Any questions concerning the advertisement should be directed to the City of South Miami,
City Clerk at mmenendez@southmiamifl.gov or by telephone at 305 -663 -6340.
NOTIFICATION
In the event the City elects to hold Oral Interviews, interviews will be held sometime in
October 2011. The firm selected will be notified by October 19, 2011, The City appreciates all
responses and will notify all respondents of their status in our selection process.
The City reserves the right to reject any and all Letters of Interest.
Pool Operation and Management Request for Letter of Interest Page 3 of 4
OTHER DOCUMENTATION
Please find attached two exhibits:
I. A DRAFT copy of the agreement which the City of South Miami expects to execute
with the chosen Pool Operating and Management Company and
2. Site map of the area which the pool will be built
Pool Operation and Management Request for Letter of Interest Page 4 of 4
Exhibit I
R' . ••• fir- • I I r •.
Pool Operation and Management Request for Letter of Interest
THIS AGREEMENT is made between , a Florida
corporation, ( "Operator ") and the City of South Miami, a Florida municipal corporation,
( "City "), on this day of, 2011.
WHEREAS, City desires to design and build a community swimming pool facility
(Facility") at Murray Park located at 5800 SW 6e Street, City, Florida;
WHEREAS, Operator desires to participate in the design of the Facility to include at a
minimum one pool, supporting amenities, such as a reception area, office, staff area, changing
area, bathrooms, viewing area, pump room, chemical room, pool room and outdoor area for
the outdoor pool, all necessary to conduct swimming programs and teaching at the Facility;
WHEREAS, Operator possesses the requisite skills, training, experience, knowledge
and ability to operate and conduct swimming programs and teaching at the Facility and City
does not possess such skills;
WHEREAS, City has agreed to design and build the Facility at its sole expense and
Operator has agreed to serve as a consultant on the City's Design /Build Team for selection of a
mutually agreeable design and construction based on the same and, subsequently, to operate
and maintain the Facility at its sole expense with receipt of all revenue from the operation of
the Facility as its compensation, with full and complete knowledge that if the pool is not
constructed the operation and management portions of this agreement are rendered null and
void with no obligation or amount due or owed by either party; and,
NOW, THEREFORE, in consideration of the mutual promises and agreements
hereinafter set forth, the receipt and sufficiency of which are hereby acknowledged, the parties
agree as follows:
I. CONDITIONS PRECEDENT; This Operating Agreement ("Agreement") shall only
take effect upon the occurrence of all of the following events:
A. Operator participates in the design process of the Facility and is required to sign
off, as to agreement to the design at the 25 %, 50 %, 75% and 100% of design
completion phase;
B. The Facility, including at minimum one pool, reception area, office, staff area,
changing area, bathrooms, viewing area, pump room, chemical room, pool room
and outdoor area for the outdoor pool, is enclosed by a fence and excludes the
Page 1 of 16
parking area for the Facility and remainder of Murray Park which shall not be
considered part of the Facility for purposes of this Agreement, and
C. The Facility is constructed and approved for occupancy and use by all applicable
government authorities, evidenced by the issuance of a certificate of occupancy
by City, by the date of December 31 ", 2012 including, but not limited to, any and
all extensions provided for the project's multiple funding sources, whichever of
the aforementioned is the latter.
In the event that these conditions precedent are not met within one (I) year of the
effective date of this Agreement as defined herein, this Agreement shall become null and
void; and thereupon all parties shall be released of any and all obligations under this
Agreement and this Agreement shall terminate. Upon termination, the City shall not
owe the Operator any money for any efforts undertaken by the Operator in connection
with this agreement, and the Operator shall waive any and all claims for damages, lost
profits, anticipated future profits, bid preparation, expenses, and any and all other claims
it has or may have against the City.
2. TERM: The term of this Agreement shall be for a period of five (5) years commencing
on the date that the Facility receives its certificate of occupancy and use by all applicable
government authorities. City shall deliver notice of the issuance of the certificate of
occupancy within five business days of its issuance.
3. DESIGN, CONSTRUCTION, AND EQUIPAGE: City shall bear all costs and be
solely responsible for the design and construction of the Facility.
4. ACCESS AND UTILITIES: The City will permit and maintain free access to the pool
site and, if City changes locks at the pool site, three (3) sets of keys shall be supplied to
Operator within one (1) working day.
5. OPENING: Operator agrees to make pool "ready to swim" by completing the
following services, where applicable:
A. Provide a pre - season "Pool Data" report of pool facility. ("Pool Data" report
available upon request). Report will cover the following items:
Type of equipment
o Condition of pool
® Gallons of water
0 Filter type and status
Page 2 of 16
® Pool pump type and status
® General condition of pool structure
® Electrical equipment type and status
B. Clean pool (pool bottom must be visible)
C, Clean pool decking
D. Inspect chemical feed pumps
E. Inspect all filtration equipment
P. Inspect flow meters, pressure gauges, and valves
G. Mount diving boards, guard chairs, and ladders, if applicable
H. Clean bathhouse
I. Inspect water - testing supplies. (City should provide original test kit prior to
opening day. Operator will re- supply test kit at no additional charge.)
f. Inspect underwater lights
K. Clean, fold, and store pool cover(s)
L. Order, store, and inject all necessary chemicals to establish proper levels to
meet all State, County, City and other applicable requirements.
M. Set out and clean deck furniture.
N. Start up filtration system.
O. Perform requisite repair work as required herein this Agreement. Note:
Operator will automatically install and /or replace those items necessary to meet
county code requirements.
P. Inspect all skimmers
Q. Inspect vacuum system
R. Inspect return inlets
S. Inspect pump room valve system
Page 3 of 16
T. Operator shall maintain all landscaping within the fenced area of the Facility
6. VANDALISM: the Operator shall be completely responsible for any and all cleanup
required as the result of vandalism.
7. PERMITS: The Operator shall be completely responsible for applying for and obtaining
from the local health department or other regulatory agency a swimming pool operating
permit for the City prior to opening. Operator will pay for, in advance, all fees
associated with obtaining the permit. The Operator shall acquire any and all necessary
permits, and shall make any and all necessary repairs and shall provide any and all parts
and items required to satisfy health department requirements. These repairs will be
made in accordance with all the provisions herein this Agreement.
8. MINIMUM SAFETY STANDARDS: The Operator shall bring the City's pool into
compliance with minimum standards in the following areas:
A. Safety warning signs on pool deck
B. Tile depth marking at water line and on pool deck.
C. Safety equipment: ring buoy(s), rescue tube(s), shepherd hook(s), first aid kit,
safety rope with buoys.
D. GFI circuit breakers for underwater pool lights.
E. The Operator shall provide a lightning early warning system.
9. POOL OPERATIONS: Operator agrees to furnish certified lifeguards trained in LGT
(Lifeguard Training), Community CPR and First Aid to operate the pool on a schedule as
determined by the Operator and approved by the City Manager.
Operator represents and warrants it has specific knowledge of all applicable
laws, codes and regulations, whether State, County, Municipality or
otherwise, regarding the pool(s) operation and maintenance including,
without limitation, providing the required number of properly trained
lifeguards, and will ensure that its employees, agents and other parties follow
all applicable laws, codes and regulations.
At any time a lifeguard is not on duty. the Operator will ensure the pool is
not open to the public.
NO C6Ar%GE 111% DATES OF OPERATIOIN OR AUIRS OF OPrWATIOn
s • #A11121CA
Page 4 of 16
CITY MANAGER IS RECEIVED THIRTY (30) DAYS PRIOR TO CHANGE
REQUEST.
10. WADING POOL (if applicable): Operator agrees to maintain the wading pool and,
where applicable, to maintain water chemistry.
11. PERSONNEL: All Operator personnel who will work at the City's pool in fulfilling the
terms of this Agreement, including all lifeguards, shall be employed solely by the
Operator and be employees of the Operator. NO LIFEGUARDS SHALL BE ENGAGED
BY THE OPERATOR AS AN `INDEPENDENT CONTRACTOR" TO FULFILL THE
TERMS OF THIS AGREEMENT.
A. Operator agrees to pay the following for Operator employees, including all
lifeguards:
o Wages
o Income tax withholdings
o Social security withholdings
o State unemployment insurance
o Federal unemployment insurance
o Workmen's compensation insurance
B. While the Facility is under Construction, the Operator shall seek City of South
Miami residents to train and prepare for the lifeguard and other personnel
positions the Operator will require.
C. All of the Operator's personnel, without exception and at the cost of the
operator, shall submit to and pass a Level II Background Check and Drug Test in
order to work at the Facility and proof of the same shall be provided to the City.
D. Operator shall train personnel. Personnel not performing up to the standards of
the City will be replaced by the Operator immediately.
E. Personnel employed by the Operator shall have Basic Life Guarding Certificates,
Lifeguard Training Certificates, or the equivalent, as well as Red Cross CPR and
First Aid.
Page 5 of 16
F. Personnel employed by the Operator shall go through the Operator's
orientation training, onsite training, and an annual guard training review.
G. Personnel will be trained in the area of blood borne pathogen and provided a
blood borne pathogen exposure control kit.
H. Lifeguards shall have the authority to discipline swimmers and any and all other
persons within the pool facility, within their best judgment and sole discretion
consistent with the published and posted rules of the Operator and minimum
safety standards as established herein.
1. Certified Pool Operators (CPO) will train all management personnel on
independent mechanical operation of City's facility.
J. Operator's full time management staff will supervise personnel. Operator
supervisors will inspect the City's facilities no less than two (2) times each week
to check the Facility. The Operator shall provide the City monthly maintenance
reports.
12. PERSONNEL RESPONSIBILITIES: Operator personnel responsibilities shall
include, but not be limited to, the following duties:
A. Life guarding all, pools, including but not limited to the main pool, wading pool,
baby -pool and any and all such pools as applicable.
B. Checking water chemistry and record readings a minimum of three (3) times a
day or as per State and County requirements.
C. Maintaining chemical balance of pool water
D. Cleaning tiles around pool edge
E. Back washing filtration system as needed
F. Cleaning pump system strainer basket
G. Cleaning bathhouse daily, and inspect same each hour
H. Cleaning swimming pool area daily
I. Vacuuming pool a minimum of two (2) times per week or as needed
J. Emptying trash receptacles and placing receptacles within the fenced area at the
curb on trash days
Page 6 of 16
K. Straightening deck furniture
L. Replenishing janitorial supplies in bathhouse
M. Enforcing the Operators rules for the safety and convenience of all patrons
N. Maintain mechanical equipment
O. Report all medical or disciplinary action to the Operator (copies of reports
available to City upon request).
P. Contacting the City Manager prior to opening for instruction on City's rules and
regulations.
Q.. Lock and secure facility upon closing. In cases where members may swim when
guard is not on duty the guard will announce their departure and secure the
facility.
R. Demonstration of safety rescue procedures.
S. Report and document all action that may jeopardize the spirit and content of this
agreement.
13. RAIN DAY: On rain -days the Operator will keep one (1) lifeguard at the pool at all
times. Closing of pool will only be at the discretion of City during inclement weather
defined as including, but not limited to, stormy weather with thunder and lightning.
14. WATER QUALITY: At no time will the water chemistry cause a failure of permission
to operate the pool granted by the State, County, City or other applicable regulatory
body.
If, in the discretion of the Operator, it is determined that the water quality is insufficient
to properly operate the pool, the Operator shall have the right to close the pool for
such period of time as shall be necessary to correct the water quality.
Any work performed by Operator shall be subject to the terms and conditions of this
Agreement.
IS. CHEMICALS AND SUPPLIES:
A. Operator agrees to supply at its expense:
All chemicals for safe and clean pool water throughout the summer necessary for
the proper operation of the pool, including, but not limited to, the following.
Page 7 of 16
Chlorine
Metal remover
Calcium chloride
Soda ash
Sodium bicarbonate
Pool clarifier
Stabilizer
Acids
Algaecides
Diatomaceous earth
Bathhouse sup ides:
Soap
Deodorizers
Disinfectant
Toilet Tissue
Paper Towels
Trash Can Liners
Cleaning sun_, plies:
Mops
Toilet Bowl Brush
Brushes
Scrubbies
Dust Pan
Sponges
Buckets
Light bulbs for the bathrooms, pump room, and lifeguard room. The Operator shall
be responsible for the cost of replacing all light bulbs.
Page 8 of 16
B. Operator shall also be responsible for providing the following equipment:
Water Hoses Algae Brushes
Pool Vacuum Heads Leaf Net
Pool Poles Shepherd Hook
Pool Vacuum Hoses Pool Rule Signs
Ring Buoys . Trash Receptacles
Rescue Tubes Water Test Kit
Safety Rope and Buoys First Aid Kit
C. Ooeratorgrees xo supply �ensg, the following:
First aid supplies:
Band -aides
Gauze pads
Antibacterial cream
Bee sting swabs
16. REPAIR WORK: The Operator shall be responsible for performance of any and all
repair work necessary during the term of this agreement and shall provide the City with
quarterly reports concerning the same.
17. I NSURANCEILIAB ILITY:
A. Required insurance for the Facility shall include the following:
Operator will provide liability insurance reasonably satisfactory to
City to insure against any claims for negligence arising out of or
related to the Operations and will provide City with evidence of
such insurance at the time this Agreement is executed. Operator
will provide City with a Certificate of Insurance listing the City of
South Miami as an additional insured.
Page 9 of 16
2. City will supply Operator with a Certificate of Property and
Casualty Insurance as to the Facility, confirming the existence of
coverage.
B. Operator shall maintain and keep in full force the following coverage:
Worker's Compensation insurance covering all persons engaged
on behalf of the Operator in the performance of the terms of this
agreement.
2. General liability insurance in the amount of $5,000,000,00 for
each accident and $5,000,000.00 for each person.
3. Professional liability insurance on the lifeguards in the amount of
$5,000,000.00.
Operator agrees to supply copies of certificates of insurance to the City verifying the
above - mentioned insurance coverage. Operator agrees to list City as an Additional
Insured of the Operator's General and Professional liability insurance and shall provide
the City quarterly reports concerning any and all claims.
18. MISCELLANEOUS:
A. City shall require Operator to display signs, at least 8 VT x I I ", at all entrances
to the pool premises, in plain view, designating the responsibility of the Operator
for the pool staff, and, shall seek approval for the same from the City Manager
and the City's Environmental Review and Preservation Board (ERPB).
B. City agrees to communicate any comments, suggestions, or complaints
concerning the pool, pool staff, or management service directly to the Operator
management as well as the pool manager.
19. ANNUAL WALK - THROUGH: The Operator and the City will complete a
quarterly inspection of the City's facility. It is the intention of the Operator to provide
the City with a detailed and specific account of the condition of the Facility. Upon
inspection, the Operator will provide a written report sent to the City. At the City
request, Operator will perform any repairs listed in the report, in accordance with this
Agreement.
20. OPERATIONS OF THE FACILITY: Operator shall bear all costs and be solely
responsible for the operations of the Facility ( "Operations "). Operations shall include
the following:
Page 10 of 16
A. FACILITY: Operator shall operate and be responsible for the Facility which
shall include only the area enclosed by a fence consisting of one outdoor pool,
one indoor pool, a reception area, office, staff area, changing areas, bathrooms,
viewing area, pump room, chemical room, pool room and outdoor area for the
outdoor pool. Operator shall not operate nor be responsible for the area not
enclosed by the fence including of the parking area for the Facility and the
remainder of Murray Park.
B. SCHEDULING AND PROGRAMMING OF THE FACILITY: Operator
shall have exclusive control over and be responsible for the scheduling and
programming of the Facility.
i. Swimming programs shall include, at a minimum, recreational /open
swim, swimming lessons by the Operator, lap swimming, and
community rentals.
ii. Operator shall determine the scheduling of all programs offered at
the Facility. No less than 25% of weekday operating hours and 50% of
weekend operating hours will be provided as open swim sessions.
iii. Operator shall provide reasonable public access and community use
of the Facility so as not to interfere with Operator's programs.
iv. Program fees will be reasonable and comparable to rates and fees
charged by similar public facilities in the surrounding area.
v. Free open swim sessions on a not to interfere basis shall be provided
to children who reside within the City and reduced rate swimming
lessons will be available for City residents.
C. SIGNS: The Operator shall maintain and provide all necessary and required
signage for the Facility.
D. OPERATING COSTS AND EXPENSES: Operator shall bear any and all
costs required to carry out the Operations of the Facility, including but not
limited to any and all metered utilities required to operate the Facility such
electricity, gas, and water.
E. MAINTENANCE OF THE FACILITY: Responsibility for the maintenance of
the Facility shall be allocated as follows:
I. Operator shall be responsible for and pay for all costs to maintain the Facility,
specifically only the area enclosed by the fence including at a minimum one pool,
Page 11 of 16
one pool, reception area, office, staff area, changing area, bathrooms, viewing
area, pump room, chemical room, pool room and outdoor area for the outdoor
pool and shall not be responsible for the area outside of the fence of the Facility.
2. Should some aspect of the Facility require repair or special maintenance the
Operator agrees to promptly pay for and address the same.
3. The Operator shall keep records related to the maintenance and submit
quarterly reports concerning the same.
21. REVENUE: Operator shall charge reasonable rates and fees for use of the Facility by
patrons and is entitled to all revenue generated by such rates and fees.
22. TAXES: Operator shall be responsible for all payments of federal, state, and/or local
taxes related to the Operations, inclusive of sales tax if applicable.
23. SECURITY: At its sole expense, Operator shall install and maintain any and all security
and alarm systems necessary for the proper safeguarding of the Facility and City's
residents including, but not limited to, contracting with a monitoring company and
assuring said applicable system directly connects with the Police Department.
24. IMPROVEMENTS: Should Operator install or improve the Facility beyond the
original design of the Facility as evidenced by the approved plans required to issue the
certificate of occupancy, Operator shall have the right to remove and retain those
improvements after termination of this Agreement provided that such removal does not
cause structural damage to the Facility. Any and all improvements shall first require City
Manager written approval.
25. INDEPENDENT CONTRACTOR: Operator is an independent corporate entity
under this Agreement and nothing herein shall be construed to create a partnership,
joint venture, or agency relationship between the parties.
26. DUTIES AND RESPONSIBILITIES: Operator agrees to provide its services during
the term of this Agreement in accordance with all applicable laws, regulations, and
health and safety standards.
27. LICENSES AND CERTIFICATIONS: Operator shall secure all necessary business
and professional licenses at its sole expense prior to undertaking the Operations.
28, CANCELLATION: The City shall have the right to cancel this Agreement with or
without cause upon thirty (30) days written notice to Operator. Upon termination, the
City shall be entitled to a refund of any monies paid in advance.
Page 12 of 16
29. ENTIRE AGREEMENT, MODIFICATION, and BINDING EFFECT: This
Agreement constitutes the entire agreement of the parties and supersedes any prior
agreements, understandings, representation or negotiation, written or oral. This
Agreement may not be modified or amended except in writing, signed by both parties
hereto. This Agreement shall be binding upon and inure to the benefit of the City and
Operator and to their respective heirs, successors and assigns.
30. SEVERABILITY. If any term or provision of this Agreement or the application thereof
to any person or circumstance shall, to any extent, be invalid or unenforceable, the
remainder of this Agreement, or the application of such term or provision to persons or
circumstances other than those to which it is held invalid or unenforceable, shall not be
affected thereby and each term and provision of this Agreement shall be valid and
enforceable to the fullest extent permitted by law.
31. NON - WAIVER: City and Operator agree that no failure to exercise and no delay in
exercising any right, power or privilege under this Agreement on the part of either
party shall operate as a waiver of any right, power, or privilege under this Agreement.
No waiver of this Agreement, in whole or part, including the provisions of this
paragraph, may be implied by any act or omission and will only be valid and enforceable
if in writing and duly executed by each of the parties to this agreement. Any waiver of
any term, condition or provision of this Agreement will not constitute a waiver of any
other term, condition or provision hereof, nor will a waiver of any breach. of any term,
condition or provision constitute a waiver of any subsequent or succeeding breach.
31. NO DISCRIMINATION: No action shall be taken by which would discriminate
against any person on the basis of race, creed, color, national origin, religion, sex, familial
status or disability, including, but not limited to times of "Adult Swim" and restricting
usage of the pools to anyone over the age of thirteen (13) at any time.
32. INDEMNIFICATION: Operator hereby covenants and agrees to indemnify and hold
harmless the City from and against any and all losses, damages, costs and expenses,
including, without limitation, attorney's fees and court costs, that may be incurred or
suffered by City as a result of any claim, including, without limitation, a claim for
negligence, being asserted against City by any party which arises from, results from,
relates directly or indirectly to, or is in any way whatsoever connected with Operator's
obligation and duties under this Agreement.
33. TERMINATION: Upon a material breach of any of the terms of this Agreement by
either party or for reasons outside either party's control, both parties shall have a duty
to attempt to resolve the breach. In the event that such a breach may not be resolved,
either party has the right to terminate the Agreement and provide notice of such
Page 13 of 16
termination within 90 days of the breach. In the event that this Agreement is not
renewed, this Agreement shall terminate at the end of its term.
34. GOVERNING LAWS: This Agreement and the performance of services hereunder
will be governed by the laws of the State of Florida, with exclusive venue for the
resolution of any dispute being a court of competent jurisdiction in Miami -Bade County,
Florida.
35. ATTORNEYS' FEES: In the event of any litigation between the parties arising out of
or relating in any way to this Agreement or a breach thereof, each party shall bear its
own costs and legal fees.
36. AUDIT: Upon request and during regular business hours, the Operator shall allow the
City or its consultant to audit, inspect, and examine the facility for safety and
contractual compliance. in an effort to confirm such information, the City may
communicate directly with service providers and providers of pool maintenance goods.
Additionally, the Operator shall keep complete and accurate books and records of
accounts and business operations in accordance with generally accepted accounting
principles for a period of three (3) years following termination of this Agreement.
37. PERFORMANCE BOND: The Operator shall provide the City a performance bond
for six (6) months of operating costs at the estimated value of $50,000 per month for a
total performance bond amount of $300,000.
38. ASSIGNMENT: Operator shall not assign or transfer its rights under this Agreement
without the express written consent of the City. In turn and upon its approval, the City
will not unreasonably withhold and /or delay said consent.
39. EFFECTIVE DATE: This Agreement shall not become effective and binding until it
has been executed by both parties hereto and the effective date r shall be the date of its
execution by the last party so executing it.
40. THIRD PARTY BENEFICIARY: It is specifically understood and agreed that no
other entity shall be a third party beneficiary hereunder, and that none of provisions of
this Agreement shall be for the benefit of or be enforceable by any other than the
parties hereto, and that only the parties hereto shall have any rights hereunder.
41. FURTHER ASSURANCES: The parties hereto agree to execute any and all other
and further documents as might be reasonably necessary in order to ratify, confirm, and
effectuate the intent and purposes of the Agreement.
42. TIME OF ESSENCE: Time is of the essence of this Agreement.
Page 14 of 16
43. CONSTRUCTION: This Agreement shall not be construed more strongly against
either party hereto, regardless of who was more responsible for its preparation.
44. FORCE MAJEURE: Neither party hereto shall be in default of its failure to perform
its obligations under this Agreement if caused by acts of God, civil commotion, strikes,
labor disputes, or governmental demands or requirements that could not be reasonably
anticipated and the effects avoided or mitigated. Each party shall notify the other of any
such occurrence.
45. NOTICES: Whenever notice shall be required or permitted herein, it shall be
delivered by hand delivery, e-mail, facsimile transmission or certified mail, with return
receipt requested and shall be deemed delivered on the date shown on the delivery date
on the return receipt or the date shown as the date same was refused, as follows:
If to the City of South Miami: City Manager, Hector Mirabile, PhD
6130 Sunset Dr.
South Miami, FL 33143
Fax:
E -mail:
With copies by U.S. mail to:
City Attorney, Thomas Pepe, Esquire
6130 Sunset Dr.
South Miami, FL 33143
If to the Company President & Address
Fax:
E -mail:
With copies by U.S. mail to:
Company Attorney
Page 15 of 16
IN WITNESS WHEREOF, the parties have signed this Agreement this _ day of
of 2011.
COMPANY NAME, a State corporation
Signature of Witness
Name
AUTHENTICATION:
Signature:
Maria Menendez
City Clerk
Read and Approved as to Form, language,
Legality and Execution Thereof:
Signature: _
City Attorney
CITY OF SOUTH MIAMI
Signature:
as its President
Dr. Hector Mirabile
City Manager
Page 26 of 16
Exhibit 2
Murray Park
Area Site Map
Pool Operation and Management Request for Letter of Interest
Evaluation Selection Committee
Score Sheets
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RFP Title:
RFP No.:
Evaluation
Scoring Sheet
DIRECTIONS: Plene score each firm, for each
ranked firm and the recommended proposer.
Purchasing Division
6150 Sunset Drive
South Miami, Florida 33143
(305) 663-6339
Fax- (305) 667-7806
www.cityof8outhmiami.net
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19
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6130 Sunset Drive
South Miami, Florida 33143
(305) 663 -6339
Fax: (305) 667 -7806
www.cityofsouthmiami.net
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6130 Sunset Drive
South Miami, Florida 33143
(305) 6636330
Fax: (305) 667 -7806
www.cit.yofsouthmiaMi.net
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RFP No.:
DIRECTIONS: Please score each firm, for each specific criteria
with
ranked firm and the recommended proposer.
Purchasing Division
6130 Sunset Drive
South Miami, Florida 33143
(805) 663-6339
Fax: (305) 601-1800
www.cityofsouthmiami.net
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RFP No.:
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Please score each firm, for each specific criteria
evaluation criteria is weighted for importance,
ranked firm and the recommended proposer.
Purchasing Division
6130 Sunset Drive
South Miami, Florida 33143
(305) 663 -6339
Fax: ($05) 667 -7806
www.citvofsouthmiami.net
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USA Pools
Response to
illk-all"valwAmZ
242-1, �-".
For:
C4 of South Miami
Submitted by
Matt Satterly, Vice President
USA Pools of Florida
424 E. Central BLVD, Suite 30
Orlando FL. 32801
Phone: 877-248-1872
Fax: 827-2N-0872
Emailv4 mattOlusagroup.com
www.usapools.com
October 11, 2011
Hector Mirabile, PhD, City Manager
City of South Miami
6130 Sunset Drive
South Miami, FL 33143
Dear Mr. Mirabile:
We would like to take this time to thank the City of South Miami for allowing our
company to provide this information to you. USA Pools is a Georgia based corporation
with 32 years of experience in the management of aquatic facilities and the design,
renovation, and construction of aquatic facilities. We have worked with both public and
private entities during our history.
USA Pools has the team and experience to provide the management required to meet
the goals of your new aquatic facility. We are the only one of a handful of firms that
builds and manages aquatic facilities. Our team will work closely with your design firm
to create a facility that will exceed your usage goals.
USA Pools carries all required insurance for our work and has access to bonding for
projects in excess of $10,000,000. We carry $2,000,000 in general liability coverage
and $1,000,000 in auto liability.
Currently, USA Pools manages aquatic facilities for over 10 municipalities throughout the
country. We manage over 250 aquatic facilities currently. Our municipal clients range
from $250,000.00 to $2,000,000.00 annually. We have both seasonal and year round
facilities that we manage. The references we have included are clients with the services
that match those you wish to provide once the facility is open for business.
Per your request, we do not have any litigation filed on our company at this time. We
also do not have any conflicts of interest with the City of South Miami.
You only get one shot at constructing a new facility. USA Pools has the team in place to
make sure your facility is designed and built the right way.
Sincerely,
M fit Sa rly
USA Po s
Section 2
rokirthnff ►' i
I would like to start by thanking the City of South Miami for providing our
company the opportunity to provide this Letter on Interest. Over the past 32 years, we
have provided aquatic facility management services for cities, counties, federal
installations, country clubs, and local communities throughout the country. During this
time, we have found that the needs for municipal clients are much different from
country clubs and neighborhoods. Municipal clients provide services to their entire
population. To help meet the needs of so many people, we have added additional
services for our municipal clients such as a swim lesson program, water aerobics,
community events and parties, and swim team services.
After reviewing your Request, it is clear that the services of USA Pools are
tailored directly to the needs that you currently have. Based on review of Request, the
City of South Miami is looking for a company,with the ability to provide a wealth of
programs and activities for the residents of South Miami. Our first and most important
commitment is to provide a safe environment for the City's residents.
To ensure a safe and successful operation of your aquatic facility, we will provide
all staff with Lifeguard, CPR, and First Aid Certifications through the American Red
Cross. We have instructors on staff that are certified to teach all of these certifications.
All staff members at this facility will carry a minimum of CPR and First Aid training
through the American Red Cross courses. All Lifeguards will carry these certifications
along with the LGT certification.
Close behind the commitment to safety is a need to create and market a set of
programs that will not only provide additional revenue for the City, but also provide
additional services to your residents. We will offer a comprehensive schedule of swim
lessons, events, and aerobics classes. We will use the American Red Cross Learn to
Swim Program. This program is great for all ages and provides a comprehensive
progression to swimming proficiency. All swim Instructors will be Water Safety
Instructor (WSI) certified through the American Red Cross. We also have personnel on
staff that can teach the WSI certification.
In addition to the programs that we offer, we will work with local swim teams in
an effort to create more user groups for the pools, especially during the winter with local
high schools. Over the many years of managing aquatic facilities, we have overseen the
operation of state YMCA and state USS swim meets. We have worked with colleges and
universities and scheduling swim meets. We will look to all of these areas to provide at
least 5 major swimming competitions each year. Our staff has over ] 5 years experience
in running and operating all levels of swim meets.
All programs will work off of a gross profit revenue share between the City and
USA Pools. The City will be given, 25% of gross revenue generated from all programs
throughout the year.
In addition to carrying the proper certifications, USA Pools will provide additional
training throughout the year using the Lifeguard Management Program offered through
the American Red Cross. This is an audit program for lifeguards that provide continuous
review and training on techniques learned in the LGT, CPR AED, and First Aid training.
To meet the City's requirement for implementing an aquatic risk management system,
we will use the Aquatic Examiner Program through the American Red Cross. This is a
risk management system for swimming facilities that helps create a safer environment at
each facility, Both of these programs will be performed by an Instructor employed by
USA Pools. Audits on the staff and facilities will be performed on a monthly basis.
The development and implementation of our programs and training will be
performed by an experienced staff. The key to any successful operation is its
management structure. In order to create a sound working foundation for our staff and
residents of the facility, we will bring in Danielle Pollard from our Corporate Office to be
Interim Aquatics Director. Danielle has 12 years experience in the.aquatics field. She is
currently Aquatic Facility Operator (AFO) .cert€ ied. She Is also certified to teach most of
the American Red Cross Certifications and she will be responsible for hiring the staff for
all facility operations by our company. Once we have set up operations and have hired
and trained the appropriate level of staff, we will begin the search for a permanent
Aquatics Director. It has been our experience that providing experienced corporate
structure in new operations leads to much better success in operations. It also
eliminated the learning curve with staff and operations.
USA Pools carries a workforce of 54 full time staff members and 550 seasonal
employees. Here Is a list of current clients whose operations are in line with the vision
for your facility:
City of Atlanta, GA 2005 - present
Provide Management & Maintenance Services to 24 Facilities
City of New York, NY 2007 - present
Provide Management & Maintenance
City of Peachtree City, GA 1998 - present
Provide Management & Maintenance
City of Laurel, M5.2000 - present
Provide Management & Maintenance
Dekalb County, GA 2007 - present
Provide Management & Maintenance
Section 3
Supportive Information:
Per your request, we are providing only the required information in this section due to limited number of
pages we are allowed to provide. We are only enclosing a balance sheet at this time. our Income
statement Is 6 pages alone and would put us over the 8 page limit. We are requesting an opportunity to
meet so that we can provide a much larger package for you on our services and our operations.
0
Jam'
. P,
Danielle T. Pollard
Experience 2003— Present USA Pools, Inc. Roswell, GA
Human Resources DirectorlNew Client Start up Director
• Responsible for hiring 250 staff members each year.
• Develop and implement all programs offered to customers, including,
but not limited to swim lessons, water aerobics, parties, special events
• Assist accounting office with all payroll entries and paperwork related to
employment
• Provide certification training through Red Cross for LGT, CPR, First Aid
• Responsible for all new out of state Client start ups.
2000 -2003 North Atlanta OBlGYN Atlanta, GA
Certified Medical Assistant
1994 -2000 USA Pools, inc Roswell, GA
Office Manager/Human Resources Director
• Managed office for company from 1994 -1996.
• Hired staff of 200 personnel each year
• Provide certification training through Red Gross for LGT, CPR, First Aid
• Provided staff training on facility operations
• Programmed swim lessons for over 100 facilities from 1996 to 2000
1990 -1994 USA Pools Roswell, GA
Pool Manager
• Responsible for Opening/Closing of pool on a dally basis
• Responsible for scheduling of lifeguard staff of 10 each year
• Responsible for maintaining dally paperwork at each facility
Education 2000 -2001 Medix Marietta, GA
Certified Medical Assistant
1992 -1996 Georgia Perimeter College Norcross, GA
• B.A., Business Management
USA Pools of Georgia, Inc.
Balance Sheet
December 3l, 2010
ASSETS
Current Assets
Regular Checking Account
$ 126,022.51
Money Market
250,499.75
Credit Card Account
6,580.41
TN Account
5,240.06
Accounts Receivable
4,000.00
Inventory
582.00
Notes Receivable - Current
32,509.59
Loan to Bobbi - CR
11,927.65
Loan to Olga - CR
2,556.67
Loan to Mahesh M.
3,770.00
Total Current Assets
443,688.64
Property and Equipment
Furniture and Fixtures
7,338.70
Furniture and Fixtures -AT
1,452.38
Equipment
13,916.00
Automobiles
161,304.23
Automobiles - AT
41,081.79
Automobiles - CR
(1,050.00)
Leasehold Improvements
4,650.41
Accum. Depreciation - Fumitur
3,252.00
Accum. Depreciation - Automobi
57,005.00
Accum. Depreciation - Other
(67,962.00)
Total Property and Equipment 220,988.51
Other Assets
Total Other Assets 0.00
Total Assets $ 664,677.15
LIABILITTIES AND CAPITAL
Current Liabilities
Sales Tax Payable
$ 753.56
Federal Payroll Taxes Payable
9,939.07
State Payroll Taxes Payable
2,948.70
Current Portion Long -Term Debt
(35,649.63)
Total Current Liabilities
(22,008,30)
Long -Term Liabilities
2004 Lexus- CR
4,658.63
2006 BMW
41,960.96
2004 Lows JW - CR
(32,093.16)
Total Long -Term Liabilities
14,526.43
Total Liabilities
(7,481.87)
Capital
Common Stock
500100
Paid -in Capital
18,200.00
Retained Earnings
327,034.15
Disbursement
(351,892.00)
Unaudited - For Management Purposes Only
USA Pools of Georgia, Inc.
Balance Sheet
December 31, 2010
Net Income 678,316.87
Total Capital 672,159.02
Total Liabilities & Capital $ 664,677.15
Unaudited - For Management Purposes Only
Reef Tropical Pools
Proposal
October 10, 2011
Hector Mirabile, PhD
City Manager
RE: Murray Park Pool Operations and Management Services
5800 SW 66th Street
Miami, FL 33143
L Cover / Introductory Letter
Expression of Firms interest to work:
1A BARRACUDA LANE
OCEAN REEF CLUB
KEY LARGO, FLORIDA 33037
PHONE: 305 -367 -2005
FAX: 1-305-367-2965
www.reeftrooical.com
Thank you forgiving Reef Tropical Pools an opportunity to provide this letter of interest for Murray
Park Pool Operations and Management Services, Reef Tropical Pools is adamantly interested in
working on this project due to oar firm's competencies which lie in pool construction and
maintenance. We are also strategically positioned through partnerships to provide all aspects of the
requested work.
Date of most recentpool operation and management company qualifications:
Reef Tropical Pools has been operating numerous commercial pools for the past 30 years. Currently;
Ocean Reef Club, Cheeca Lodge & Spa, Facundo Bacardi, etc. (references and more accounts. available
upon request). Our management team & company are surely qualified for this endeavor. The
management staff consists of some of the most qualified and experienced pool professionals in all of
South Florida. Some highlights include:
Florida Swimming Pool Association (FSPA) member
D Numerous Certified Pool & Spa Operators through the National Swimming Pool Foundation
Recognized by the Association of Pool and Spa Professionals (APSP) for building awards
9 jandy and PentiarEquipn entcertifications
B Three employees have completed the Genesis 3 Construction School
Certified Pebble Tec installer
A Member of the Associated Swimming Pool Industries of Florida (ASPI)
Statement regarding company's possible conflict(s) of interest for the work:
Reef Tropical Pools has absolutely no conflicts of interest in with this project as it corresponds
exactly with Reef Tropical Pool's value proposition.
Summation of information contained in the letter of interest:
Reef Tropical Pools will bring together in a master proposal, South Florida's best expertise in pool
design, pool construction, pool mechanics, pool cleaning, common area cleaning, swim instruction,
swim programs and pool staffing. Likewise., all of the personnel can be structured under Reef
Tropical Pool's single source of responsibility.
.Page 1
Letter of interest - Pool Operations and Management Services
ii. Section iI - Evaluation Factors
A brief synopsis of Reef Tropical Pool's previous pool operating & management services
experience that Is focused on the type of work advertised for services performed within last
five (5) years:
Reef Tropical Pools prides itself on its ability to consistently perform at a high level all while offering
top notch customer service. This is evidenced by the fact that Reef Tropical Pools maintains over 700
accounts which comprise roughly 1,000 pools and spas. These pools and spas are a mixture of both
commercial and residential properties. Notably, Reef Tropical Pools does over one million dollars in
pool cleaning services and one million dollars in pool mechanical services each year (commercially
and residentially) - see financials. Together with our alliances stated herein, we will demonstrate
strong experience in all areas in your scope of work.
Reef Tropical Pool's Mission Statement:
Maintain a leadership position throughout South Florida with pool and pool construction - highlighting
the importance of customer service and quality. Furthermore, use our strengths in maintenance to
capture new projects and build more "serviceable "installations for customers to enjoy.
Number of Employees within the company:
Reef Tropical Pools, Reef Tropical Construction and Reef Tropical Lawn employ 55 people
A brief description of the Company's approach to performing pool operation and management
for this work, Including the company's understanding of their responsibility, claim's, etc.
We fully understand all responsibility, claims, etc. Furthermore, we have relationships with
Department of health inspectors at the state level and know how to design and maintain aTool to
meet their specifications. Our approach is simple: Reef Tropical Pools does what they require and we
meet code. Lastly, we ask them if they have any questions - they respect that
innovative Approaches to be used,
The Letter of interest and draft operating and management agreement is broad in its scope.
Therefore, we feel that no single South Florida Company has enough valid expertise in all areas.
Likewise, they will not be insured in all areas. Reef Tropical Pools is willing and able to develop a
team under a single source of responsibility for this project:
We Will use Reef Tropical Pools and Reef Tropical Construction to perform substantially on all of the
pool operations and construction (if asked). Correspondingly, we will put together a team of top
experts in South Florida to consult on the design, perform services as listed and staff the operation of
the pool. The team will consist of Reef Tropical associates and consultations and sub- contractors
listed below:
Pool Equipment.& Water Quality:
➢ Al Mendoza @ amendoza@-cesmail nre of www.ceswateroualitv.com
Page 2
Letter of interest -Pool Operations and Management Services
Staffing & Programs:
➢ Miren Oca @ miren@Q&aquaUlcusconi of www ocaquatics.com
Pool Design:
H John Wahler @'ifo a uad,ny antics .bizofwww.aouadvngmics.biz
Common Area Cleaning:
A Victor Perez@ reeftrnpicalcleang @yahoo.comofwww.ainu age entetservices.cm
Insurance:
➢ Dave Griffiths @ cicriffithsC ii,.;byicenbi-own.coii2 a broker for Amerisure Insurance Company
Note: We commend the staff of the City of South Miami for having the foresight to include the pool
operator and pool construction entities in the consultation on the design of the facility. Our team
listed above is the best available in South Florida and is non - negotiable, if under our responsibility.
111. Section III - Supportive Information
Organizational Chart indicating personnel to be assigned by position:
Figure 1- Organizational Chart
Resumes of Key Personnel:
Reef Tropical,
Claude 1Kershner III (President): Claude has been operating Reef Tropical for 13 years and has
grown the company internal with business development and externally through acguisitlon. fiis
dedication Is shown through his willingness to be the emergency weekend contact Ear all 700 pools
and spas that Reef Tropical Pools maintains.
Letter of interest- Pool Operations and Management Services
David Minchener (Pool Service Manager): David has 21 years of experience in the Pool Service
Industry. His level of knowledge makes it easy for him to answer questions and remedy all pool
inquiries from construction to maintenance.
Manny ixtiahuac (Lead Mechanic): Manny has worked five years as a pool mechanic and has various
certifications from equipment providers along with HVAC certification. He prides himself on, not only
fixing problems, but preventing them from happening again.
Jack Jaunbral (Pool Construction Manager): Previously owned and operated his own pool
construction company for 25 years. Now jack runs the pool construction division of Reef Tropical.
Cindy Lopez (Customer Service Representative): Cindy has worked 10 years in the service industry.
Cindy cares about Reef Tropical's reputation and brand. Cindy's team has quick response times with
excellent follow up, allowing customers to simply trust our recommendations to deal with pool
issues.
Note: Reef Tropical Pools will have other personnel not listed here due to space in such areas as
supervision, customer satisfaction & accounting.
Insurance by Ken Brown:
➢ An independent insurance agency which has been serving the swimming pool service and
construction industry for over 30 years. IBKB and our designated insurance companies have
been endorsed by the FSPA, Florida Swimming Pool Association, since 1484 and we currently
insure the majority of providers in this industry throughout Florida and the southeast
9 The insurance program that they provide to Reef Tropical is afforded through the Amerisure
Insurance Company includes some important insurance coverage unique to the pool industry
which are excluded by our competitors. Those relate primarily to pool popping and pollution
related coverages which may arise from the use of chemicals. Reef Tropical's current policy
with Amerisure includes a 5 million dollar Umbrella policy
Ocaquatics:
➢ Staff includes Swimming Teachers, Office Assistants, Deck Assistants, Camp Counselors and
Lifeguards.
The personnel have an unlimited amount of energy and a never - ending smile, endless
patience but firm with children, a great sense of humor, a professional appearance. They are
also able to work under pressure and work as a part of a team.
A All swimming teachers and lifeguards have a current CPR certification; WSI or LG
certification.
Aquadynamics Design Croup:
• An aquatic design engineering company founded by John j Wahler, a veteran design
professional educated and experienced in both architecture and engineering
• Firm is completely dedicated to the planning and design of successful aquatic facilities for
clients
— Page 4
Letter of interest - Pool Operations and Management Services
CES Water Quality.
➢
Commercial Energy Specialists (CES) provideds "supply and support" water treatment
programs for thousands of institutional and commercial swimming pools, spas, water parks,
water features, and industrial process water clients. Current clients include many cities,
counties, school boards, universities, Disney, major water parks, resorts, motels, and condos.
Year after year, CES has been rated'41 among aquatic water treatment companies, by the top
commercial .equipment manufacturers in the industry.
CES's staff of factory- trained technicians and AFO- Certified operators /instructors provide on-
going training and support for each, and every technology thatwe supply for the program. We
provide and help you maintain a custom water quality program to develop your in -house
operations, continually guiding your aquatic and maintenance personnel to "Eacelience in
Water Quality Control."
Other information one may feel would be beneficial to the request:
Through this letter, we have demonstrated Reef Tropical. Pool's ability to service this project in all
components by leveraging our internal resources and alliances. If we have not displayed enough
information necessary to go forward with our organization, please let us know. Beef Tropical Pools
and its management promise to be honest and candid to reduce the amount of wasted time and
effort.
We respectfully request to present and to be interviewed by the decision maker(s) on the award.
Also, we respectfully request the chance to speak with the current staff persons) who will be
evaluating our performance, if chosen. We will require a deposit to be retained and prompt payment
for our services. Because of our track record and financial stability, the Performance Bond (now 4
months and $200,000) is easily obtained.
In closing, we ask you....
Who's the best Insurance Company for commercial pools in South Florida? Ask around it's Amerlsure
Who is the best Water Quality Consultant for commercial pools? Ask around, it`s CES & AI Mandoza
Who is the best commercial .pool designer in South Florida? Ask around, it's John Wahler
Who runs the best swim programs in South Florida? Ask around, it's Miren & Ocaquatics
Who can put such a design build team together and negotiate a favorable price for the City of South
Miami?
Respectfully Submitted,
,d
Claude B. Kershner III
President
Most Recent two (2) year unaudited financials (income Statement & Balance Sheet) of the
company (See next two pages):
Page 5
Letter of Interest - Pool Operations and Management Services
1,400,33LY0
Je0.00ata
4.0.0.. Co
OrdlnvryNtometEVp.n¢¢
pNNprylneemetExpene.
Income
IOAD
income
4010• P6.18000 Revenue
1,146,989,05
<pio•Pooissrvka ftovonua
1.078181043
4060•EqufptMMAnnuel
58.484.69
4080• Equipment Annual
89420.08
4100•Paciftstra
828.182.89
4100 •Pool Rep¢(ra
740.76T.0%
4190.6vte0
8,16628
4180.6nten
6076150
4140.8UBCONRte"EOWORK
- 4.284.43
4500.6URCONTMOVrEIJWORK
11,331.40
Totetincome
204380r82
Total Income
}.808.728.09 -
Cott.M. 06.16
178.70
Coal W poodJ said
3.227.79
WOPD•GOpOfOwd38o14
72228
E010 •Ppg1•ChemkoN
128,75189
60f0•POOL•Chemtula
1241806.80
6012•TAXA9LE8UPPLIE6
16.31028
50112•TAXATOEBUFFUM
31,505.00
6015•POOL -leaf.
295,380.OS
a01d•POOL 44K1
35289695
8020• POOL Radial Pquipmont
1$56.35
5020•PODLRC4tat Equlp.oM
1,787.42
6020• POOL 8u6wntr¢eron
44,317.16
6020 PDOLBUbcwtmdop
40.008.6
6030•POOLPmmits
2106640
bOJO•PODLPom1he
014.20
$031• POOL, Job Related Gann
4.46346
¢
50311 POOL -Job Related Co.,.
0 ,833.85
YOWCOSS
$13,732.10
TOld CCGB
58.1,175.92
6088 PaN0W4Mstnhnanm
7,022.01
cla0•fnsunnve
45.140.60
Oroe. Prolk
1,382988.90
Crate Prat
1,400,33LY0
Expenw
coos• R.candil.l(on Olucmp ... To.
IOAD
Fxpn.ae
Goes .11.0.11o40.004va¢Poneiv.
420
6010.AdV.RWn9
4,425,87
0015•Avd."Ir tton Expanse
20.80040
x910 pdvedkN9
9,507.00
BOfd•Amortktl(on Erpmae
2a,800.00
60id•BwOF3..
6020 • Bank6.rvlca Change.
L01o.00
24W.70
6016.6edbeht WrXe OIt
77400.80
6626•COnki6uttons
1.0bi"69
8015.8end F26.
2521,6
6830 • cu"..erR.P¢1K to property
178.70
8020• Beek 6¢Nlto Chpgoa
3.227.79
6036• C..tameTWntor(boon.
2,059.40
6025- C.A(M.00nr
140280
0040.00DYaelaltan Expanse
28,66282
¢060•CUpomarRepirst....... V
327.12
6050.0 ... ..da.b..dpdon.
3.060.44
6bJ6.EYdamerW %GICrc50s
3.709.68
BOOO.EMpieyee Exp.naan
10.207.8
0040.ORo.001on Dean$.
98,438.35
6074.TaIl Veket.
040
Oo"0 D.sand Sabpllplten.
1,90 &77
- 6060. Equlpmonl& Meehlnety Expenoan
599183
0019•Empiby¢. Expanses
10,54607
6060 - Egeipm.nt Rental L•xp.na.
008
0074•TRITish¢Ie
06.80
Gone - FaNBtles MefMD4A9ee
52P3A7
4080•Equlpmen1 b Machinery Ex penned
149.11
8t20•CVit GrtRepaira
3,37122
6088 PaN0W4Mstnhnanm
7,022.01
cla0•fnsunnve
45.140.60
4120.GRI aAR.p.lm
5.807.70
6246•hltanat E......
4,625.07
61s0- imupnu
24,690.63
$230. Lt..... A Fe..
09a5.22
SlWfcabad.l Expant.
4.49027
9240 -Office Expan %e
3,369.10
62301Llaonse. b Face
2,435.$7
6750.00Itasuppiloa
6,3$8.81
6240.01Ia EX9ont0
T.045.04
625Y•Paat¢9e &Oellvoty
3440.74
6260•bRkeeuppika
8530,87
8290.Pro4assten.TFece
8.2ELSO
6266• P.O.M.60oihdq
31173.85
6272. M¢n.D.m0nn Fe.. taldT)
135,00634
a2a0•Pgre..la001Pao.
7.19580
OI80•R.nl
11080644
6272• WoRbmcM Rea (CWTi
121.60.9
9290•$m.it TOOk& supplie.
0,884.45
6280•Reet
10663044
6300. 1ax..
003.99
42PD•8ma0TON.d 6Vpppea
996980
6360•Ta7epheno
12.$51.52
6300 -T. .
746.40
8400• Twat b EntaMlnme0t
7.32625
eadOTalephone
048744
9650•U01hlo.
12.71201
6100•Tr4Velb rnWM1nmml
0.026.74
6100•VehbteY E %peones
5,070,27
5680•0014h0
11.100.75
0a0s•Faal Expe...
14,073.83
Rato-WhkR.Expang.
7,902.2
able, Loan on Oisp of Flood RSSaI
1.958,93
6645•FUel Eapenaa
23.047.19
8937. Lae. a. Say. a1 gobh v id.c..
2,812.14
6990•payro9A6mfn Fa..
3,]69.56
SPOD.Peyroif Admin Fe a.
3.559.8
r400•Wodme. Camp tnt.mnaa Coach..
14.008.75
7DD0•Warkae*CO,dPf ... .... Eno....
14274.5%
1100•PgWro Pael Adefn(nCJ)
I"j"62
TWO - Payroll. Pool ACmin(DCJ)
173,041.41
Me•Pxyro9- PCOlofwnep
418.815.04
7143•PeyroR -Pool Ckanatn
302819.48
line - Peyton. POO1Meo.nk,
143,907151
7110-PayYO11- Pa.$Meolssatce
1521231,70
7300•P¢yroll- O0rerlabomrs
748,94
7300• Payroll. (floor Lobel..
120792
Te(eIEYPtnse
1.390.01913
robot Exp.va
ixl;A36R
Notocelmrytneame
141.312.0
Notaned.ryhrwma
184.682.].
lnhvrincmma3E%penze
OlherincomolExpen ¢ e
Ol e,'Ic.ome
OlM1erinwma
4900•plheAncvme
4W80
4200.01h.11ncame
60281
T." coflabmne
400.50
Tomi Olherinaoms
80241
Not OlhaTtneema
682.8F
Not Oiharincome
44390
Net inaeme
1ds,02eA7
Netin wmo
141.13246
- -
Page 6
Letter of Interest - Pool Operations and Management Services
Pnv11. 10
105,93245
ASSETS A95ET6
305,9]2.46
CmmntAleob Cumnt Afsaia
CXackinB/9ovinBa
Chwkr.,X.WMa .
taut• Omlkor Amotioo 19128749
t0at•8ankolAmcrtba
1025•paYAet 10.w -
1026. Paypat
Toki ChacWnpBevinBb 181,29].19 _
ToLIChwNM076nWnga
Amaeunla RrnAIV +bb
t100•Aamunb Facalvatlla
105,93245
Taiol Atzounb Racalvnbte
305,9]2.46
OUwr CdttantAaeeb
1120• NUa from H)'COnaNaOUmn
44EM
9140.0]40 14040.7 lows
2.M8.66
1290.Oepoa6a Paid M more
51107,20
t31U•PmpMyaaAdvsncat
0.122.60
1559 • PmWld1 ".".
10.0228
1300• Mopeld ineeranoe
(X.09366
Tobl Olhe7CmraMAabola
32.47244
TobICUHwIAaaoty
629,702.48
flaw Aawta
19m•Vahlatoa -
WE MST
IRS) EgMPmbnt &Machinery
64 .463A1
1808 • Foww* 8091. Equlpm4nt'
1,67442
Total Fia00 Alaab
122.147.74
Omar Aalvb
1503• AeeumutaEd Am9dlw9m
.1`02.40833
1070.00 131
562,76049
197b•Nen.Gompeb
2140000
itlBD•010ap44Wnat GOSb
14,EOD41
Tebl Othor Anaota
926.861,43
TOTAL ASSETS
9T7.'I11X0
LMOIUTIES6EOUITY
tdam9Ra.
Cdtr MiAblaike
Aceounb P4yeMe
2000• Axaunfb Payable
66,83273
YoWt AU4o0nfn PrryeDiq
65,63273
GMIt CmMa
2M0•Amket Amadu Vlso
44.17
2055- CPPIWIOAO Vita
736.69
tam • Ama7tmn Ealxe..
233.07
2066•Chave Wae
1449.8
2670•HmnalMpo[
0.00
tom •a61ve tlopet4394
MAE
Tolai Cledn C.M.
;111848
01X47 CUrtbnt UObiliibe
2100• PREPAU) ECVIPMENTANNUAL6
V.160Aw
2300• PREPAID AtMELSeEme
228625.6
D50•PR6 -PAtO POO1I8PA WOAK
3.049.50
2JT5.3afoa TakuayaMm
0.04088
24W •Payroil UbbNUea
.0.03
2WD• V*WI.Ltabiiit(.
30,017.01
2760• Honda FlnwWal
2Y49298
28m•Equlpma0tt(vM6Uaa
34,23L22
Tab101hor C.11.m UObllluea
32$164183
Totot CUmnl 1.403040
666.195.83
1o1nfLbhVIO0.
396.185.63
EAUtty
3at0•COmmen Btoek
10•a00.o0
3100• naWned ParMnpa
960.223.17
5150 • BNamho Wot's Copiml
59.397.50
1200•ahatokotdm'e Onwe
•809,817.75
Noe lncgmm
141.71295
ToW Equity
01.8138]
TOTALLUUMILM984EQUITY
077.111.70
Ata.0 %Reeaivabh
1180 • AccquMa Rlwetvabte
TabsA."to Rawivablm
OmarCumntAweb
129D•OaWNW Widio epwra
- 1J1D•Empbyao AWanaaa
TeblOWgr GUemn4 ASmb
Total CUaantMwb
Pt+bd Ahab
t328•V4h1Ne+
1E60 •Egnpment 0 Machmnry
1800 • FAMtu.4OMae EgolpmaM
Toles Fbad Aaaeta
Omer Aaaalm
1E06 • AewmubNd Amert W non
19Ta•QA4awln
1956 • NOn4iampata
1980.OrpenfsolMnal COaty
Tobt OmarAlagb
TOTALAS9ET8
CIA01111IMAECUFT
UabnMaa
CUmM Uab0ltlan
AccoUMa Peyabio
2000 •paoanb Poyeble
TnW Ae4ounb P+YabW
Grod14 G4Me
SD10•Renk o}Amedm VTav
3056• Cep1141 thm Vlw
2040 • Amalicnn Eapmaa
2006• CAaw Vin
T018•ItgMe0apat
2090•Mliea DepoMJ94
Total Credit Cella
0Wbr4u.tLkb0w.
2140.84 . ftpbin
1240 • PREPAID EQUIPMENT ANNUALS
2164 • PREPA10 ANNUAL MIO46E
2354• PF6PAIO POOUSPA W"K
NITS V41ba Tmt Payable
2400•V4bE%LWWff t0S
am, H."VN .Ml
7860 • Equipment U+b9itloa
lobl0mar CUmnt Wbakioa
Yetafeumnt LteMlhama
To Itbblllaoa
Equigl
J010•Cammonetack
3140 • RMabwd HamlAga
3140 •8fwrahoideM1 bPitvl
JZ00 • ehvntMldeYb Onwa
Natingomb
Tobt Egvhy
TOTALCU%81=f$E EQUTrT
0. 31.09
110.12490
40.00
129.101.99
350.10320
350,103.20
5.39T.20
6.220.10
10.01730
406A03.49
76.861.85
03367.92
3.374.19
143.30.1.06
- 273.899.33
592X60.00
21.00D.00
16600.81
354.801,46
-.993.9)1.01
65.61733
66.611.33
4417
802.12
233.OT
89).10
800
60.34
1.9o2Eo
[8.649.70
1.150,00
210.119.50
420040
6,9M95
46.127 >6
3J .39353
MORA6
386.444.66
422,958.78
422.958.74
10.000.00
704AW.80
6&30190
41644644
133.32331
570.07213
993.BN.9f