HomeMy WebLinkAbout2020-235DocuSign Envelope ID: C8476753-8854-42F6-A1FD-78AF182BC832
Amendment 1 to Contract for Services Agreement
Indian River County ("SPONSOR") UNIVERSITY OF WEST FLORIDA
Office of Management and Budget ("UNIVERSITY")
1800 27" Street Acting for and on behalf of
Vero Beach, FL 32960 The University of West Florida
FID #59-6000674 Board of Trustees, a public body corporate
11000 University Parkway
Pensacola FL 32514-5750
FID #59-2976783
Contract Period of Performance: Amendment No. Award Funding Action(s)
09/17/2019 — 12/31/2020 1 Original Award $50,000
Amendment 1:
Amended Period of Performance: Total Award: $50,000
09/17/2019 — 03/31/2021 Paid to date: $25,000
Outstanding Invoice: $12,500
Due 03/31/2021: $12,500
Project Title: Indian River County Visitor and Tourism Study UWF Grant Number:
220817
Amendment(s) to Original Terms and Conditions
This amendment applies to the Contract for Services and any subsequent amendments entered into by Sponsor and
The University of West Florida originally dated 09/17/2019 for the period(s) of performance and the amount shown
above. The purpose of this Amendment is to:
1. Amend the Period of Performance to 09/17/2019 — 03/31/2021 at no additional cost to Sponsor
2. Amend Attachment 1: Statement of Work and Schedule of Compensation as shown in the attached
Revised Attachment 1: Statement of Work and Schedule of Compensation
3. Amend the Attachment II with the revised Attachment II attached.
4. Amend University's proposal dated 09/17/2019 to add the information attached, pages 5-11, with updated
University background, personnel and experience information.
Except as expressly modified by this Amendment 1, all other terms and conditions of the original Contract for
Services Agreement shall remain in full force and effect.
REMAINDER OF PAGE INTENTIONALLY LEFT BLANK
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By Authorized Official of
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Deputy Clerk
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By Authorized Official of UNIVERSITY:
DocuSigned by:
11/09/2020
Matthew c wartz, Ph.D. Date
Assistant Vice President
Research Administration
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Acknowledged by: D8o54=1s1645E.
Approved for form and legal sufficiency:
DocuSigned by:
11/09/2020
University Counsel Date
REMAINDER OF PAGE INTENTIONALLY LEFT BLANK
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REVISED ATTACHMENT 1:
STATEMENT OF WORK AND SCHEDULE OF COMPENSATION
This is a ❑cost reimbursable ® fixed price ❑ fixed rate Agreement for services
in the amount not to exceed $50,000 to cover costs associated with the project
identified on the previous page and as shown on the following University proposal
and/or quotation.
The following deliverable items are due pursuant to the timetable identified below.
The numbered invoice for each report or deliverable shall be sent concurrent with
the period of performance corresponding to the deliverable on the due date shown.
Report/Deliverable
Due
Amount
Report Q 1 Findings (complete)
February 14, 2020
$12,500 d
Report Q2 Findings (complete)
May 14, 2020
$12,500 d
Report Q3 Findings (complete)
August 14, 2020
$12,500
invoiced
Presentation of Q1 -Q3 2020 Findings to TDC
December 16, 2020
NC
Report Q4 and cumulative 14 -month findings
February 28, 2021
$12,500
Total
15 months
$50,000
Reason for University's Revised Tasks:
The spread of the novel coronavirus and the disease it causes, COVID-19 impacted tourism
worldwide and the economy in Indian River County. In addition, it also impacted the
methodological approach of this project. In order to abide by social distancing measures and
other mitigation efforts implemented throughout the state, the Haas Center paused intercept
surveying and increased ad spending on online data collection. Survey participants were recruited
using a geofenced ad on social media and through outreach to organizations serving Indian River
County.
The University will supply personnel and resources to accomplish the scope of work at the
original price in the proposal/cost quotation.
SECTION 1 (Comprehensive, 14 -month-long Assessment)
The revised scope of work includes 14 full months of visitor surveys that will allow the Haas
Center to create a full impact analysis of Indian River County's tourism market. The survey will
allow us to create a profile of visitors beyond spending patterns as well. In-person, intercept
surveys ceased once the Coronavirus swept across Florida. Such interviews represent
an unnecessary risk to the participant and to the researcher. Therefore, the resources allocated for
such interviews were channeled to ad purchases across social media platforms, which included
Facebook, Instagram, and Twitter. The survey extension will utilize online outreach to visitor
databases. The deliverables include:
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A survey instrument reviewed and approved by the client. Complete
An impact estimate based on bed tax collections, which were included in each quarterly report.
Four quarterly reports based on data collected from the fully online survey that are representative
of the data collected that season. Deliverables include the following:
1) IRC Visitor Profile Quarter 1
Delivered: IRC Visitor Profile LN
2) IRC Visitor Profile Quarter 2
Delivered: IRC Visitor Profile 2.pdf
3) IRC Visitor Profile Quarter 3
Delivered: FINAL Indian River Visitor Profile Q3 UWF Haas Center.pdf
4) Meeting with the IRC in-person or via Zoom with PowerPoint presentation to the TDC on
12/16/2020. This will cover 3 Quarters of primary data collection and analysis.
®The Q4 Report will include cumulative findings for 2020 based on survey responses that
are conducted completely online. Final report will include a final, revised estimate based
on actual spending patterns and including data from non -bed tax paying visitors.
Timeline, Pricing, and Deliverables (no cost extension through March 31, 2021)
Report/DeliverableReport/Deliverable
Date Due
Amount
Report Q 1 Findings (complete)
February 14, 2020
$12,500 d
Report Q2 Findings (complete)
May 14, 2020
$12,500 d
Report Q3 Findings (complete)
August 14, 2020
$12,500
invoiced
Presentation of Q1 -Q3 2020 Findings to TDC
December 16, 2020
NC
Report Q4 and cumulative 14 -month findings
February 28, 2021
$12,500
Total
15 months
$50,000
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Revised Attachment 2
CONTACT REPRESENTATIVES
Indian River Contacts
University of West Florida Contacts
FID # 59-6000674 / DUNS # 079208989
FID #59-2976783 / DUNS # 53-000709
Administrative Point of Contact
Administrative Point of Contact
Name: Jennifer Hyde, C.P.P.O
Name:
Theresa Miller, CRA
Title: Purchasing Manager
Title:
Senior Grants Specialist
Address: Indian River County
Address:
Research Administration &
Engagement
City ST Zip Vero Beach, FL 32960
University of West Florida
Phone: 772.226.1575
11000 University Parkway
E-mail: jhvdeA)irc og v.com
City ST Zip
Pensacola, FL 32514-5750
Phone:
(850) 474-2827
E-mail:
tb3id@u.wf.edu
Program/Technical Point of Contact
Program/Technical Point of Contact
Name: Kirk Funnell
Name:
Nicole Gislason
Title: Director of Tourism & Marketing
Title:
Executive Director, Haas Center
Address: Indian River Chamber of Commerce
University of West Florida
1216 21 st St.
Address:
212 East Church St.
City ST Zip
Pensacola, FL 32502
City ST Zip Vero Beach, FL
Phone:
(850) 637-3831
Phone: 32960
E-mail:
nicoleC&)uwfedu
E-mail: 772.321.2427 (cell)
kftmell@visitindianrivercounty.com
Financial Point of Contact
Financial Point of Contact
Name:
Kristin Daniels, C.G.F.O.
Name:
Donna Frazee
Title:
Director — Office of Management and
Title:
Associate Director
Budget
Address:
Research Administration &
Address:
Indian River County
Engagement
1801 27`h St.
University of West Florida
City ST Zip
Vero Beach, FL 32960
11000 University Parkway
Phone:
772.226.1257
City ST Zip
Pensacola, FL 32514-5750
E-mail:
kdanielsAircgov.com
Phone:
(850) 473-7111
E-mail:
dfrazee@uwf.edu
Authorized Official
Authorized Official
Name:
Jason Brown
Name:
Matthew Schwartz, Ph.D.
Title:
County Administrator
Title:
Assistant Vice President
Address:
Indian River County
Address:
Research Administration
180127" St.
University of West Florida
City ST Zip
Vero Beach, FL 32960
11000 University Parkway
Phone:
772.226.1408
City ST Zip
Pensacola, FL 32514-5750
E-mail:
jbrownAirc.g_ov_
Phone:
(850) 474-2824
E-mail:
mschwartz@uwf.edu
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Corporate Background and Experience
With offices is downtown Pensacola, the Haas Center for Business Research and Economic
Development (Haas Center) is a research and consulting arm of the University of West Florida.
The Haas Center works closely with scientists and staff from UWF and other organizations to
engage in applied research and strategy development in economics and across the social sciences.
Since its inception 26 years ago, the Haas Center has played a prominent role in economic
development efforts across the Northwest Florida region and around the state. Our Center is
home to one of Florida's pre-eminent data warehouses with over 10,000 routinely updated data
series that are unique to Florida — tracking historical economic trends across Florida's diverse
micro economies. In addition, we house cutting edge economic impact simulation software
including REMI for each of Florida's counties and IMPLAN for each of Florida's zip codes as
well as the state as a whole.
In addition, the Haas Center has designed, conducted and analyzed surveys utilizing our state of
the art 10 -seat call center equipped with the latest integrated platform survey technology. We
work with our clients to identify the best survey methodology to meet their desired goals whether
it is done by phone, Internet, paper, intercept or a combination.
We consider ourselves to be a research shop with a solutions -oriented approach. Our staff come
from diverse backgrounds that bring unique work experience to the table. We are comprised of
economists, political scientists, multi -media specialists as well as database and IT experts. The
Haas Center staff's extensive knowledge of regional and state economic and workforce issues
allows us to engage in a wide variety of research projects which include survey marketing
research, economic and demographic profiles, economic and tax impact studies, workforce
development studies, industry cluster analyses, market and feasibility analyses, strategic
planning, and custom database and analytics work. Haas Center staff also work closely with
regional economic development entities to provide data to cities, counties and states in efforts
designed to attract business and industries to the region.
Our clients include city, county and state government agencies, the military, economic
development agencies and chambers of commerce, visitor and tourism organizations, school
districts, private businesses, libraries, and school districts.
Evidence of prior experience/firm stability
The Haas Center staff has extensive experience in research at the state, regional and local levels
including government and public sector marketing research; conducting economic and fiscal
impact studies; developing marketing surveys; conducting and analyzing marketing research for
recreation and tourism entities; and conducting and analyzing visitor satisfaction surveys.
The City of Pensacola Resident Satisfaction Survey was conducted for the fourth time in 2017
(previously administered in 2014 - 2016) as part of an on-going relationship between the City of
Pensacola and the Haas Center. The Center developed the survey instrument and utilized a
mixed methods survey comprised of a live telephone survey and in-person intercept surveys to
reach a sample size of 532 Pensacola residents. The survey measured the attitudes and opinions
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of Pensacola residents regarding their satisfaction with city services, as well as the relative
importance of those services to taxpayers such as: public safety, city appearance, parks and
recreation, sanitation services, municipal infrastructure, and communication. The Haas Center is
currently in negotiations with the City of Pensacola to conduct the study for 2018.
The 2016 Voter Satisfaction Survey study was commissioned.by Escambia County Supervisor of
Elections (SOE) to conduct a mixed -methods survey of registered voters in order to measure
multiple items, including voter satisfaction with the polling locations and staff; use and
familiarity of SOE services; knowledge about election rules; and voting method choice. The
survey was administered in tW;o waves over four months in 2016, concentrating around the
August 30th Primary and the �ovember 8th General Election. It provided voters a key
opportunity to give feedback about their experiences. In turn, the SOE will use the results to
evaluate their own performance, training programs and choice of polling locations. This data
could help identify opportunities for improvement or inform new educational programs in
response to identified knowledge gaps. Moreover, analysis by voting method choice allows the
Supervisor's Office to understand the motivations behind choosing voting methods.
The Santa Rosa County Military Spouse Technical Skills Inventory was commissioned by the
Santa Rosa County Economic Development Office (EDO) with the goal of studying the skill sets
of military spouses residing in Santa Rosa County. Intercept studies were conducted at Naval Air
Station Whiting Field in Milton, Florida. The study documents the technical skills that military
spouses have, as well as demographics of this population, their projected length of residency,
employment status and availability of employment. The data provides a list of occupations in
which the target population have experience, as well as transferable skills that could be
marketable to many industries. The demographics and family status of the total U.S. military
force as well as active duty population are provided for comparison in the report.
The Haas Center has an ongoing relationship with many regional municipalities and counties. A
recent example is the "2014 Six Pillars Economic and Community Development Strategic Plan
for the Town of Century, Florida (Century Strategic Plan)." The Town of Century commissioned
the Haas Center to create an economic development strategic plan as part of the Comprehensive
Planning Technical Assistance Grant Program, administered by the Florida Department of
Economic Opportunity. The Century Strategic Plan was conducted over the course of a year and
utilized a multi -stage process including the development of socio-economic demographic
profiles, analyses of both the local and regional markets, the collection of input from four
stakeholder focus groups, and an analysis of the community's strengths, weaknesses,
opportunities, and threats (SWOT analysis) to form the economic and community development
strategic plan that is now in its third year of implementation. Multiple examples of these reports
are found at haas.uwf.edu under the "Resources" tab.
Haas Center's Key Personnel
The Haas Center staff has extensive experience in research at the state, regional and local levels
including for counties, cities, Tourism Development Organizations (TDO/TDC), and area
Chambers of Commerce. Each member of the team has a unique set of skills and professional
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backgrounds. As a result, we are able to meet almost any client need at the highest quality. Our
proposed research team will be comprised the following individuals:
The Haas Center staff has extensive experience in research at the state, regional and local levels
including for counties, cities, Tourism Development Organizations (TDO/TDC), and area
Chambers of Commerce. Each member of the team has a unique set of skills and professional
backgrounds. As a result, we are able to meet almost any client need at the highest quality. Our
proposed research team will be comprised the following individuals:
Nicole Gislason, Executive Director, University of West Florida Haas Center. Gislason oversees
the production of information products and services that are designed to inform strategic
decision-making processes, enhance operational effectiveness, and improve performance.
Gislason is the principal investigator on numerous contracts and grants, including The National
Institute for Standards and Technology's (NIST) Manufacturing Extension Partnership (MEP).
Operating in all 50 states, the MEP National Network partners with organizations like the Haas
Center to increase the productivity and technological performance of the region's manufacturing
firms. Gislason's previous large grant awards include a Department of Labor project known as
Florida Hire Ed. The team operates a unique additive manufacturing laboratory, known as
Sea3D. Housing state-of-the-art additive manufacturing equipment, the Sea3D lab provides a
space for students, industry partners and community members to collaborate on the creation and
printing of 3-1) products. Gislason's overall goal is to accelerate technology adoption, talent
development, and business growth in an effort to drive the region's industrial competitiveness.
Her primary aptitude in higher education is an ability to communicate effectively with educators,
business leaders, and government officials. This allows her to connect people who have common
needs but different missions.
Dr. Jerry D. Parrish is the Chief Economist and the Director of Research for the Florida Chamber
Foundation. In that role, he is responsible for conducting in-depth analyses on the Florida
economy and on solutions to help secure Florida's future. Dr. Parrish previously was the Chief
Economist and Director of the Center for Competitive Florida at Florida TaxWatch. Prior to that
position, he served as the Associate Director of the Center for Economic Forecasting & Analysis
(CEFA) at Florida State University and has many years of experience in the private sector in
management roles at international manufacturing companies. Dr. Parrish is currently an Adjunct
Instructor in the Masters in Applied Economics Program at Florida State University and the
Chair of the Haas Center's Board of Economic Advisers. He earned a B.S. in Agricultural
Business and Economics from Auburn University, an M.B.A. from Bellarmine University, an
M.S. in Economics from the University of North Carolina at Charlotte, and a Ph.D. in Economics
from Auburn University. He regularly publishes research reports and articles on the Florida
economy and Florida's competitiveness.
Anna -Maria Colombaro, M.A., Research Coordinator, received her Master of Arts in Industrial -
Organizational Psychology from a top nationally ranked I -O program at the University of West
Florida. Ms. Colombaro specializes in EEO law -informed personnel recruitment, talent selection,
training and development, and human resources. As a RNA trained moderator, she develops
protocol for and leads focus groups. Ms. Colombaro has expertise in both quantitative and
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qualitative data collection and analysis, with the skill to translate analytics into digital reports and
public presentations. Combined with her UO consulting experience, her strong corporate
background gives her the ability to partner with clients to assess their unique needs and provide
deliverables that empower clients in their data -driven decision-making processes. Throughout her
career with the Haas Center, she has mentored graduate students from UWF's UO and business
degree programs. Mariah Kill, M.S., Applied Economist, is a recent graduate from the Applied
Economics M.S. program at Florida State University. As an undergraduate, she led an
independent study in Old City Cemetery in Tallahassee, FL that used regression analysis to assess
vandalism patterns, indicate damaged markers and locate areas that need intervention from the
historic societies. This creative data -driven project inspired her to pursue a Master of Science,
where she refined her analytical and problem -solving skills through various applied econometrics
courses. For her master's capstone project, Marial� and her team developed a tool to help groups
working on poverty issues in Florida group similar communities and ultimately direct funds to
the areas most in need. She joined the Haas Center as an Applied Economist to assist in various
impact studies, including the effects of COVID on small businesses.
David Franklin, Digital Marketing Coordinator. Mr. Franklin joined the Haas Center in 2015 and
concentrates his efforts on the Haas Center's social media marketing and content creation. He
creates marketing materials and designs outreach campaigns for Haas Center clients. He is
currently pursuing his MBA at UWF and received a Bachelor's in Political Science from the
same school in 2017. He has conducted cyber -security and congressional research on behalf of
the Department of Government at UWF and has collected data via in-person surveys and
computer-assisted telephone interviews for the Haas Center.
Similar Tourism -Related Projects
The Haas Center has two decades of experience in tourism -related research, especially along the
Northwest Florida panhandle. The following section details our experience in tourism with
various partners.
The Economic Impact of Tourism in Destin, Florida study was commissioned to examine the
economic impact of shoulder season tourism in Destin, Florida; providing the Okaloosa County
Tourism Development Council with baseline data to guide future marketing endeavors and report
feedback regarding Okaloosa County business leader perceptions on past TDC marketing and
communication practices. The study included a survey of 326 tourists that revealed average
spending, average group sizes, location of origin, age, lodging preferences, and the likelihood of
returning. Data was then entered into economic modeling software to analyze the economic
impact of tourism. In addition, local businesses were surveyed by phone to generate feedback of
perceptions regarding the TPC. Questions were crafted to understand leaders' understanding of
TDC functions, communication practices, and marketing initiative outcomes.
The Tourism Market Economic Impact Study is the conclusion of a yearlong effort to survey
Santa Rosa County's tourists and quantify their impact on the community. The annual and
quarterly report provided in-depth details about demographic and economic trends of Santa Rosa
County tourism from March 2017 to February 2018. This study utilized intercept survey
techniques to obtain tourist demographics, lodging and transportation habits, spending patterns,
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and overall satisfaction. In order to ultimately calculate the economic impact, the survey focused
on in -area spending patterns. Secondary data sources like bed tax collections, occupancy and
Average Daily Room rates contributed to the analysis. Ultimately, the county was provided 4
quarterly reports, 1 annual report, 4 data dashboards and 2 presentations.
The Emerald Coast Tourism Study was commissioned by Peter Mayer Advertising on behalf of
the Emerald Coast Convention and Visitors Bureau with the goal of providing in depth details
about demographic and economic trends of the Emerald Coast's tourism. Haas Center's survey
professionals administered intercept surveys with visitors throughout the defined region over a
12 -month period between March 2014 and February 2015. The survey data was used in
conjunction with bed tax collections and county and state data regarding condo and hotel unit
availability to estimate the total number of visitors who arrived in the region on a quarterly basis.
The Panama City Beach Chamber of Commerce and Visitors Center hired the Haas Center to
conduct the Economic Impact Analysis of Tourism in Panama City Beach. The goal of the study
was to estimate the economic impact of tourism for the region. Data was provided by the partners
of the Panama City Beach Convention and Visitors Bureau, though we also used bed tax
collections, retails sales and other secondary data. The Haas Center calculated a spending value
for traditional spring break visitors to the area. This value was then removed from an economic
model of the Bay County economy, in order to determine the total economic impact, including
direct, indirect and induced, of visitor spending in Panama City. In particular, the report
highlighted the important contribution that "shoulder season" and spring break tourists
contributed to the overall impact.
The Haas Center performed a study of businesses and business travelers for the Pensacola
International Airport in 2017. The Haas Center collected data for 12 weeks in a multi -modal
outreach of online and intercept surveys. In total, more than 14,000 people were contacted online
while more than 2,700 were approached in person. Data was provided in user-friendly database
that was searchable by various factors so that the Airport could analyze their business case for
potential markets and airlines. The Haas Center is currently conducting an update to this study in
2019.
Statewide, the Haas Center has conducted studies like an Analysis of the Florida Film and
Entertainment Industry. The methodological approach includes in-depth interviews, economic
impact analysis and a SWOT analysis. The study looked at the film and entertainment's impact
on the economy, both statewide and by region. The study included jobs and establishment
estimates, the state's tax payments received by these types of establishments, and a digital media
analysis. In addition, impacts were looked at by productions that classified as independent,
minority-owned or Hispanic, as well as independent and faith -based productions. The SWOT
analysis gave specific assessments about the state of Florida's competitive place in the film
industry nationwide.
The Recreation, Sports and the Florida Economy study was commissioned by Florida Sports (a
segment of Enterprise Florida) with the goal of studying the economic impacts of multiple facets
of the state's sports and recreation cluster. The study is broken into the 10 major components of
sporting and recreational activities in Florida, including Amateur Sports, Professional Sports,
College Sports, Fishing, Hunting & Wildlife, Golf, Sporting Apparel Sales, Parks & Recreation,
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Pari-Mutuel Wagering, Recreational Horse Ownership and NASCAR racing events. In this
instance, an impact was calculated for each of the separate Sports and Recreation components.
The study modeled both the exogenous changes to the economy, as when visitor spending related
to a sporting event occurs, as well as economic activity of residents which retains dollars in the
local economy. Visitors were responsible for approximately 40% of the total statewide economic
impact activity related to Florida's sports.
Our tourism work extends even beyond the seven projects provided above. The Haas Center
recently finished a survey and study on the Foo Foo Festival in Pensacola, FL for Arts, Culture
and Entertainment, Inc. Researchers spent approximately 50 hours collecting intercept surveys at
three festival events. The Foo Foo Festival, now in its fourth year, attracted more than 9,000
unique visitors to its 12 days of events. The Center was also commissioned by the Santa Rosa
Island Authority to conduct the Impact of Pensacola Beach on the Regional Economy study
(2012). Results from the economic impact analysis show trends in tourist spending across major
business sectors in Pensacola Beach and provide insight into where policymakers may focus
marketing and branding efforts in order to maximize economic growth in Escambia County.
Additional tourism work includes A Comprehensive Economic Impact Assessment of the Blue
Angels Airshow; A Comprehensive Assessment of the 57th Annual Billy Bowlegs Festival; and
Cultural Tourism and the Escambia Economy.
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