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Res No 159-13-13977RESOLUTION NO.: 159-13-13977 A Resolution authorizing the City Manager to enter into a contract with Wilesmith Advertising /Design for an amount not to exceed $20,000 for Branding Design and Services for the City. WHEREAS, the City wishes to develop new municipal branding standards and guidelines; and WHEREAS, the City solicited qualifications from interested firms who provided their credentials and previous experience with the development of similar Branding Design and Services for other municipalities; and WHEREAS, the City's review committee examined the seven proposals received, interviewed a short list of proposers and scored and ranked those short list proposers recommending Wilesmith Advertising /Design. NOW, THEREFORE, BE IT RESOLVED THE MAYOR AND CITY COMMISSION OF THE CITY OF SOUTH MIAMI, FLORIDA: Section 1. The City Manager is authorized to enter into a contract with Wilesmith Advertising /Design for an amount not to exceed $20,000 for Branding Design and Services for the City paid from Account No 001 - 1310 - 513 -3450 with a current balance of $43,436. A copy of the proposed contract is attached. Section 2. Severability. If any section, clause, sentence, or phrase of this resolution is for any reason held invalid or unconstitutional by a court of competent jurisdiction, this holding shall not affect the validity of the remaining portions of this resolution. Section 3. Effective Date: This resolution shall take effect immediately upon enactment. PASSED AND ADOPETED this 6th day of August , 2013. ST: APPROVED: CITY CLERK MAYOR READ AND AP D AS TO FORM, COMMISSION VOTE: 4 -1 LANGUAG. , LEGALI Y AND Mayor Stoddard: Yea E OF Vice Mayor Liebman: Yea Commissioner Harris: Yea Commissioner Newman: Yea C Commissioner Welsh: Nay CITY A South Miami All- AmerleMy CITY OF SOUTH MIAMI , if OFFICE OF THE CITY MANAGER INTER - OFFICE MEMORANDUM 2001 To: The Honorable Mayor & Members of the City Commission From: Steven J. Alexander, City Manager Date: August 6, 2013 SUBJECT: A Resolution authorizing the City Manager to enter into a contract with Wilesmith Advertising /Design in an amount not to exceed $20,000 for Branding Design and Services for the City. BACKGROUND: The City requested interested parties to submit qualifications to develop new municipal branding standards and guidelines. The goal of the project is to enable the City to work towards a brand standardization and integration across a variety of mediums. The primary focus of this project is the development of a Branding Strategy for the City. The Branding Strategy will include, but not limited to, the development of a logo for the City. The City Seal is a legal symbol and has been a large part of the City's visual identity which will not be affected or changed by the Branding Strategy. While there have been prior attempts to create a logo that depicts a positive image for the City, there was little consistency in where and how the logo would be used or marketed. The Branding Strategy however will encompass a comprehensive plan that includes the delivery of a Brands Standards Manual to ensure city Administration and Staff consistently applies the desired image, look, colors, style and uses for the new logo. The Branding Standards will be applied broadly to items ranging from City letterhead to the new website to the proposed street signs and beyond. It will mark the continuing evolution of the City in its growth and refinement. The City received seven proposals that were reviewed by an Evaluation Selection Committee. The Committee, comprised of Kelly Barket, Public Works Superintendent; Christopher Brimo, Planning Director; and Alfredo Riverol, Chief Finance Officer, created a short list and decided to interview the following three firms: Wilesmith Advertising/Design tgadesign Matrix2 Advertising RECOMMENDATION Based on a thorough review of the proposals, interviews, and reference checks, the Selection Committee and I are recommending for the award, the highest ranked, responsible and responsive firm, Wilesmith Advertising /Design. EXPENSE Account No 001 -1310 -513 -3450 with a balance of $43,436 ATTACHMENTS: Resolution Bid Opening Report RFQ #PW- Q2013 -01 Wilesmith Advertising /Design Proposal Reference Check Results Evaluation Selection Committee Score Sheets Branding Design & Services Agreement RFQ #PW- Q2013 -01 City Branding Design Services Sun Biz Wilesmith Advertising/Design Registration Daily Business Review Advertisement Demand Star Solicitation Results CITY OF SOUTH MIAMI CITY BRANDING DESIGN & SERVICES RFQ #PW- Q2013 -01 AGREEMENT THIS AGREEMENT is made this 31 day of July, 2013 by and between the City of South Miami, Florida through its City Manager (who shall hereinafter be referred to as "City " unless indicated otherwise ") and Wilesmith Advertising /Design (the "Contractor'). The parties, for the consideration provided for below, mutually agree as follows: 1. SCOPE OF WORK The Contractor shall furnish all labor, materials, supervision, equipment, supplies, and incidentals required to perform the scope of work as outlined in RFQ #PW- Q2013- 01 (hereinafter referred to as "RFQ"). Detailed Requirements Section III or modified by addendums. Designs, Drawings, Detailed Specifications, Plans and Branding Strategies developed by the "Contractor' for the City; including colors, materials, etc., shall become the property of the City and shall be provided to the City upon request. 2. COMPENSATION /PAYMENT 2.1 Contractor shall provide the City with an invoice on a monthly basis within ten (10) days of the end of each month stating the services provided in the preceding month. 2.2 The City shall make payment on said invoices of approved amounts due, as required under the Florida Prompt Payment Act. No payments shall be due or payable for Work not performed or materials not furnished. If there is a dispute with regard to an invoice, the City may withhold payment until all requested supporting materials are received from Contractor and the dispute is resolved. 2.3 Contractor shall be compensated at the unit prices specified in the Contractor's Bid Proposal, attached hereto as Exhibit "B" , based upon the actual Work completed for the month. The total compensation under this Agreement shall not exceed $20,000.00 (the "Agreement Sum "). 3. TERM This Agreement shall be effective upon execution by both parties and shall continue for a term of One (1) Year. 4. PROTECTION OF PROPERTY AND THE PUBLIC The Contractor shall continuously maintain adequate protection of all his Work from damage and shall protect public and private property from injury or loss arising in connection with this Agreement as follows: 5.1 The Contractor shall take all necessary precautions for the safety of employees in the performance of the Work on, about or adjacent to the work sites, and shall comply with all applicable provisions of Federal, State, and local laws, including, but not limited to the requirements of the Occupational Safety and Health Act of 1970, and amendments thereto, and building codes to prevent accidents or injury to persons on, about or adjacent to the work site where the Work is being performed. 6. INDEMNIFICATION 6.1 The parties agree that 1% of the total compensation paid to the Contractor for the performance of this agreement shall represent the specific consideration for the Contractor's indemnification of the City as set forth in this Section 1.5 and in the Terms and Conditions. 6.2 To the fullest extent permitted by Laws and Regulations, Contractor shall indemnify and hold harmless the City and their consultants, agents and employees from and against any and all claims, damages, losses and expenses, direct, indirect or consequential (including but not limited to fees and charges of attorneys and other professionals and court costs) arising out of or resulting from the performance of the work, provided that any such claim, damage. loss or expense (a) is attributable to bodily inji,ry, sickness; disease or death, or to injury to or destruction of tangible property (other than the work itself) including the loss of use resulting there from and (b) is caused in whole or in part by any willful and wanton or negligent or gross negligent acts or omission of Contractor, any subcontractor, any person or organization directly or indirectly employed by any of them to perform or furnish any of the work or anyone for whose acts any of them may be liable, regardless of whether or not it is caused in part by a party In d%iiu i...e hereunder or arises by or IJ ililpV�ed by Law and Regulations regardless of the negligence of any such party. 7. AGREEMENT DOCUMENTS The following documents shall, by this reference, be considered part of this Contract and hereinafter referred to as the Contract Documents. The Proposal shall be subordinate to all other contract documents in case of a conflict between documents. 8. Instructions to Proposers; All Addendums; RFQ; Contract Agreement; Proposal; Detailed Specifications; Qualification Statement; Public Entity Crime Form; RFQ required Affidavits and Forms; Insurance binder, declaration page, policy & endorsements 9. INSURANCE The Contractor shall secure and maintain throughout the duration of this Agreement, insurance of such type and in such amounts necessary to protect its interest and the interest of the City against hazards or risks of loss as specified below. The underwriter of such insurance shall be qualified to do business in Florida, be rated AM BEST rated A -8 (A -VIII) or better insurance companies, based on the Best's Key Rating Guide, latest edition, and have agents upon whom service of process may be made in the State of Florida and shall use forms that are approved by the State of Florida. The insurance coverage shall be primary insurance with respect to the City, its officials, employees, agents and volunteers. Any insurance maintained by the City shall be in excess of the Contractor's insurance and shall not contribute to the Contractor's insurance. The insurance coverages shall include a minimum of: 8.1 Worker's Compensation and Employer's Liability Insurance. Coverage to apply for all employees for statutory limits as required by applicable State and Federal laws. The policy (ies) must include Employer's Liability with minimum limits of $500,000.00 each accident. 8.2 Comprehensive Automobile and Vehicle Liability Insurance This insurance shall be written in comprehensive form and shall protect the Contractor and the City against claims for injuries to members of the public and /or damages to property of others arising from the Contractor's use of motor vehicles or any other equipment and shall cover operation with respect to onsite and offsite operations and insurance coverage shall extend to any motor vehicles or other equipment irrespective of whether the same is owned, non - owned, or hired. The limit of liability shall not be less than $1,000,000.00 per occurrence, combined single limit for Bodily Injury Liability and Property Damage Liability. Coverage must be afforded on a form no more restrictive that the latest edition of the Business Automobile Liability Policy, without restrictive endorsement, as filed by the Insurance Services Office. 8.3 Commercial General Liability This insurance shall be written in comprehensive form and shall protect the Contractor and the City against claims arising from injuries to members of the public or damage to property of others arising out of any act or omission to act of the Contractor or any of its agents, employees, or subcontractors. The limit of liability shall not be less than $1,000,000.00 per occurrence, combined single limit for Bodily Injury Liability and Property Damage Liability. Coverage must be afforded on a form no more restrictive than the latest edition of the Commercial General Liability Policy, without restrictive endorsements, as filed by the Insurance Services Office, and must include: (1) Premises and /or Operations; (2) Independent contractors and Products and /or completed Operations; (3) Broad Form Property Damage, Personal Injury and a Contractual Liability Endorsement, including any hold harmless and /or indemnification agreement. 8.4 Certificate of Insurance Contractor shall provide the City Manager with Insurance Binder, Declaration Page, Policy, applicable endorsements and Certificates of Insurance for all required policies (hereinafter referred to as Insurance Documents). The Certificates of Insurance shall not only name the types of policy(ies) provided, but also shall refer specifically to this Agreement and shall state that such insurance is as required by this Agreement. The City reserves the right to require the Contractor to provide a certified copy of such insurance documents, upon written request by the City. If a policy is due to expire prior to the completion of the services, renewal policies and other Insurance Documents shall be furnished thirty (30) calendar days prior to the date of such expiration. Each policy shall include an endorsement with a provision that not less than thirty (30) calendar days' written notice shall be provided to the City before any policy or coverage is materially modified, cancelled or restricted. Acceptance of any Insurance Document is subject to approval of the City Manager. 8.5 Additional Insured The City is to be specifically included as an Additional Insured for the liability of the City resulting from operations performed by or on behalf of Contractor in performance of this Agreement. Contractor's insurance shall contain a severability of interest provision providing that, except with respect to the total limits of liability, the insurance shall apply to each Insured or Additional Insured in the same manner as if separate policies had been issued to each. All deductibles or self- insured retentions must be declared to and be approved by the City Manager. All deductibles shall be subject to the consent of the City and the Contractor shall be responsible for the payment of any deductible or self- insured retention in the event of any claim. 9 ASSIGNMENT AND AMENDMENT No assignment by the Contractor of this Agreement or any part of it, or any monies due or to become due, shall be made, nor shall the Contractor hire a subcontractor to perform its duties under this Agreement without prior written approval of the City. This Agreement may only be amended, by the parties, with the same formalities as this Agreement and with approval of the City Commission. 10. TERMINATION 10.1 Either party may terminate this Agreement without cause upon 30 days written notice to the other party. 10.2 The City may terminate this Agreement upon five (5) days written notice if the Contractor defaults on any material tcrm of this Agr8ew3ent 10.3 After receipt of a notice of termination issued by City, and except as otherwise directed, the Contractor shall stop all Work under this Agreement, and shall do so on the date specified in the notice of termination. 10.4 Upon receipt of notice of such termination from the City, the City shall determine the amounts due to the Contractor for services performed up to the date -set in the City's notice for cessation of the work or up to the thirtieth day following receipt of the notice of termination issued by Contractor. The Contractor shall not be entitled to payment of any lost profits, work not performed or for work performed after the thirtieth day following receipt of the notice of termination or the date set, in the City's notice of termination, for cessation of the work, whichever is earliest. 11. GOVERNING LAW The law of the State of Florida shall govern the contract between the City of South Miami and the and any action shall be brought in Miami -Dade County, Florida. In the event of litigation arising out of this Agreement, the prevailing party in such litigation shall be entitled to recover against the other party its costs and expenses, including reasonable attorney fees, which shall include any fees and costs attributable to appellate proceedings arising out of such litigation. 12. ACCESS TO PUBLIC RECORDS CONTRACTOR and all of its subcontractors are required to comply with public records laws (s.119.0701) and the CONTRACTOR agrees to incorporate this paragraph in all of its subcontracts for this Project. CONTRACTOR and its subcontractors are specifically required to: a. Keep and maintain public records that ordinarily and necessarily would be required by the public agency in order to perform the service. b. Provide the public with access to public records on the same terms and conditions that the public agency would provide the records and at a cost that does not exceed the cost provided in this chapter or as otherwise provided by law. c. Ensure that public records that are exempt or confidential and exempt from public records disclosure requirements are not disclosed except as authorized by law. d. Meet all requirements for retaining public records and transfer, at no cost, to the public agency all public records in possession of the contractor upon termination of the contract and destroy any duplicate public records that are exempt or confidential and exempt from public records disclosure requirements. All records stored electronically must be provided to the public agency in a format that is compatible with the information technology systems of the public agency. e. If CONTRACCTOR or its subcontractor does not comply with a public records request, the CITY shall have the right to enforce this contract provision by specific performance and the person who violates this provision shall be liable to CITY for its costs of enforcing this provision, including attorney fees incurred in all proceedings, whether administrative or civil court and in all appellate proceedings. The City shall also have the right to immediately terminate this Agreement for the refusal by the Contractor to comply with Chapter 119, Florida Statutes. f. The Contractor shall retain all records associated with this Agreement for a period of three (3) years from the date of Termination or as otherwise required by Chapter 119. 13. INSPECTION AND AUDIT During the term of this Agreement and for three (3) years from the date of termination the Contractor shall allow City representatives access, during reasonable business hours, to Contractor's and subcontractor's records related to this Agreement for the purposes of inspection or audit of such records. If upon audit of such records, the City determines the Contractor was paid for services not performed, upon receipt of written demand by the City, the Contractor shall remit such payments to the City. 14. SEVERABILITY If a term, provision, covenant, contract or condition of this contract is held to be void, invalid, or unenforceable, the same shall not affect any other portion of this Agreement and the remainder shall be effective as though every term, provision, covenant, contract or condition had not been contained herein. 15. WAIVER OF JURY TRIAL The parties irrevocably, knowingly agree to waive their rights to a trial by jury in any action arising out of this Agreement. 16. COUNTERPARTS This Agreement may be signed in one or more counterparts, each of which when executed shall be deemed an original and together shall constitute one and the same instrument. 17. INDEPENDENT CONTRACTOR It is expressly agreed and understood that the Contractor shall be in all respects an independent contractor as to Work, and that Contractor is in no respect an agent, servant or employee of the City . Accordingly, Contractor shall not attain, nor be entitled to, any rights or benefits of the City, nor any rights generally afforded classified or unclassified employees. Contractor further understands that Florida Worker's Compensation benefits available to employees of the City are not available to Contractor, and agrees to provide worker's compensation insurance for any employee or agent of Contractor rendering services to the City under this Agreement. All employees and subcontractors of the Contractor shall be considered to be, at all times, the sole employees or contractors of Contractor, under its sole discretion and not an employee, contractor or agent of the City. 18. ACCIDENT PREVENTION AND REGULATIONS Precautions shall be exercised at all times for the protection of persons and property. The Contractor and subcontractors shall conform to all OSHA, Federal, State, County and City regulations while performing under the terms and conditions of this Agreement. Any fines levied by the above - mentioned authorities, because of inadequacies to comply with these requirements, shall be borne solely by Contractor responsible for same. 19. BACKGROUND CHECKS The Contractor will be responsible for maintaining current background checks on all employees and subcontractor employees involved in the performance of this Work. Background checks must be performed prior to the performance of any Work by the employee under this Agreement. Written verification of any background checks must be provided to the City at the request of the City Manager. 20. LAWS, RULES & REGULATIONS Contractor shaii be held responsible for any violation of laws, rules, regulations or ordinances affecting in any way the conduct of all persons engaged in or the materials or methods used by him, on the Work. Contractor shall give all notices and comply with all laws, ordinances, rules, regulations and orders of any public authority bearing on the performance of the Work under this Agreement. Contractor shall secure all permits, fees, licenses, and inspections necessary for the execution of the Work, and upon termination of this Agreement for any reason, Contractor shall transfer such permits, if any, and if allowed by law, to the City . 21. POLICY OF NON - DISCRIMINATION The Contractor shall comply with all federal, state and local laws and ordinances applicable to the work or payment for work and shall not discriminate on the grounds of race, color, religion, sex, age, marital status, national origin, physical or mental disability in the performance of work under this Agreement. 22. NON - WAIVER The approval, and /or acceptance of any part of the Work by the City shall not operate as a waiver by City of any other terms and conditions of the Agreement. 23. NOTICES Whenever any party is required to give or deliver any notice to any other party, or desires to do so, such notices shall be sent via certified mail or hand delivery to: City : CITY OF SOUTH MIAMI 6130 Sunset Drive South Miami, FL 33189 Attn: Maria M. Menendez, City Clerk Contractor: Wilesmith Advertising/ Design 319 Clematis Street, Suite 710 West Palm Beach, FL 33401 Attn: Margaret Wilesmith, President IN WITNESS WHEREOF the last party hereto who has executed this agreement has done so on the day and date first above written. Signed, sealed and witnessed in the presence of: CONTRACTOR: WIdeSVoi AdoeA37iv5 ( terry\ By: By II ,, ' _^ (Print Name of signatory above) ATTESTED: Y� aria M. ndez, CIVIC City Clerk Read and roved as to Le d..Executiob th e Thomas F. Pepe, City Attorney ( *) In the event that the Contractor is a corporation, there shall be attached to each counterpart a certified copy of a resolution of the board of the corporation, authorizing the officer who signs the contract to do so in its behalf. Prom : Erixa btone P ax n) : Date:b /u/zon 10:14 AM page: 2 of Z WILES -1 OP ID: ES '4`14 ° CERTIFICATE OF LIABILITY INSURANCE . ° 05/06/2013 0510612013 TIIIC CCRTIr ICATC IC ICCUCD AC A MATTCR or INf-ORMATION ONLY AND CONrCRC NO RICIITC UrON TIIC CCRTiriCATC IIOLDCR. TIIIC CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). PRODUCER Phone: 561-395-1435 The Plastridge Agency -SRO 2100 N. Dixie Hwy. Fax: 561- 395 -4755 Boca Raton, FL 33431 NAME CT _ PHONE FAX Arc No Ext : (AIC, No): E -MAIL ADDRESS: INSURER(S) AFFORDING COVERAGE NAIC A 02/20/2014 INSURERA: Phoenix Insurance Company 01613 DAMAGETO RENTED PREMISES Ea occurrence INSURED Wilesmith Advertising & Design 319 Clematis Street #710 INSURER B: $ 5,000 PERSONAL & ADV INJURY $ West Palm Beach, FL 33401 GENERAL AGGREGATE $ INSURER D: PRODUCTS- COMP /OP AGG INSURER E $ INSURER F AUTOMOBILE LIABILITY ANY AUTO ALL OWNED SCHEDULED AUTOS I�pUTOS HIRED AUTOS NON -OWNED AUTOS COVFR &GFC e IMDTICIhA TC A111 fill DC'D. DCVICIAKI KIIIIIARI =D• THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAYHAVE BEEN REDUCED BY PAID CLAIMS. LT ILT TYPE OF INSURANCE I POLICY NUMBER POLICY MMIDDIYYYY POLICY MMfDD /YYYY LIMITS A GENERAL LIABILITY X COMMERCIAL GENERAL LIABILITY CLAIMS -MADE D OCCUR 1680451 N3425PHX12 02120/2013 02/20/2014 EACH OCCURRENCE $ 1,000,00 DAMAGETO RENTED PREMISES Ea occurrence 300 OOO MED EXP (Any one person) $ 5,000 PERSONAL & ADV INJURY $ GENERAL AGGREGATE $ GEN'L AGGREGATE LIMIT APPLIES PER. _ X POLICY IECT LOC PRODUCTS- COMP /OP AGG $ $ AUTOMOBILE LIABILITY ANY AUTO ALL OWNED SCHEDULED AUTOS I�pUTOS HIRED AUTOS NON -OWNED AUTOS COMBINED SINGLE LIMIT Ea accident $ BODILY INJURY Per person) $ BODILY INJURY (Per accident) $ PROPERTY DAMAGE Per accident $ UMBRELLA LIAB EXCESS LIAR OCCUR EACH OCCURRENCE $ AGGREGATE $ ..HCLAIMS-MADE DED RETENTION $ $ - WORKERS COMPENSATION AND EMPLOYERS' LIABILITY YIN ANY PROPRIETOR /PARTNEP,/EXECUTIVE OFFICERWEMBER EXCLUDED? F—] (Mandatory. in NH) If yes, describe under DESCRIPTION OF OPERATIONS below NIA - WCSTATU- OTH- TORY LIMITS R E.L. EACH ACCIDENT $ E.L. DISEASE - EA EMPLOYEE $ E.L. DISEASE = POLICY LIMIT $ i DESCRIPTION OF OPERATIONS 1 LOCATIONS 1 VEHICLES (Attach ACORD 101, Additional Remarks Schedule, if more space is required) Buildings or Premises - OfficeNOC l.tK 111-IL -A I t NU LL) tK CANCELLATION CITYS -7 SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN City Of South M lam I ACCORDANCE WITH THE POLICY PROVISIONS. 6130 Sunset Drive Miami, FL 33143 © 1988 -2010 ACORD CORPORATION. All rights reserved. ACORD 25 (2010/05) The ACORD name and logo are registered marks of ACORD A i e<n al ¢= w E 3 x `4t S� 6� Y �S S 1 w t: Y ry` t sz < �S S 1 w t: Y t sz < Sn r^ .s N � 5 � s Z x 3 Y flo UETTER OF TRANSMITTAL Ms. Maria M. Menendez CMC, City Clerk, CITY OF SOUTH MIAMI, 6130 Sunset Drive., South Miami, FL 33143 Dear Ms, Menendez: Thank you for the opportunity to respond to your RFQ #PW- Q2013 -01 for City Branding Design & Services. It is understood that this proposal is intended to cover item 1.1 of this RFC) and will consist of a comprehensive brand standards guide and development of a brand identity. This proposal is made by Margaret Wilesmith, President of Wilesmith Advertising I Design without collusion with any other entities or agencies pursuant to this proposal and will demonstrate that Wilesmith meets and exceeds the eligibility requirements of the RFQ and has the capabilities, experience and resources to execute its requirements to the highest standard. Enclosed is one (1) original copy of our response to your RFQ and nine (9) copies with removable binding, and one (1) CD. Sincerely yours, Margaret Wilesmith, President 319 Clematis Street, Suite 710, West Palm Beach, Florida 33401 203 East 72nd Street, Suite 3N, New York, New York 10021 O: 561.820.9196 F: 561.835.0413 E -mail: m.wilesmith @wadads.com 5 lY -w Jim MRS ic 6 ems - } E �iom' ex. ib w. r 7 i TOO E }, rf d B Wk F �. SA - 54— a' `" `':MIS •> y olmwwi 111111-1 is y` j #,:' 9 R ,,.l .v qy L � `rX n �k t X Ia 0 1 av x * .. Im d M{ s 4 3 Weip n y ➢ 3 q F -� rr �p 'YmK i°r rt , , "S' ijf 3 }s "a 117. Do t M, y_ Qkk � 3 x � � ggg• lY -w Jim MRS ic 6 ems - } E �iom' ex. ib w. r 7 i TOO E }, rf d B Wk F �. SA - 54— a' `" `':MIS •> y olmwwi 111111-1 is y` j #,:' 9 R ,,.l .v qy L � `rX n �k t X Ia 0 1 av x * .. Im d M{ s 4 3 Weip n y ➢ 3 q F -� rr �p 'YmK i°r rt , , "S' ijf 3 }s "a 117. Do t M, y_ APPROACId TO SCOPE 01111, WORI"_"I"_ Wilesmith will conduct exploration and discovery meetings with the City leaders and brand committee or project leaders to assess brand attributes, define the brand personality, establish objectives, profile audience segments, and achieve consensus to set the stage for the next step. Based on a fully realized brand brief, Wilesmith will establish an informed and inspired creative platform. We develop options for look, tone and feel, i.e., color palettes, textural and contextual inspirations, iconography, typography, photographic and architectural references, and word characterizations to present to the committee. Based on preferences and outcomes from Step 3, the agency will develop designs that are narrative, evocative and memorable. Our objective is to ensure that the brand identity is visually engaging, ignites imagination, communicates who you are, what you are, and what makes you special. will refine and finalize the selected brand design. With feedback from the committee, Wilesmith vv Wilesmith will produce a comprehensive report and rationale for the preferred brand design. Wilesmith will provide a comprehensive execution protocol and graphic standards manual to fac ilitate implementation and ensure brand integrity across all areas of communication and touchpoints. The agency will provide recommendations to the City, commercial clusters, City agencies and other relevant parties for co-branding and synergistic adoption of the brand to enhance their individual brands. Wilesmith will provide appropriate design files to ensure that in .a.11 applications you achieve the best possible results. Throughout the process, a senior level account manager will act as the point of contactto communicate openly and freely with the client to ensure the project proceeds in a smooth, timely and disciplined manner, 9 0 Noun IV) PF OPOSER QU/4LIFICA_J__I • Margaret Wilesmith, President - Phone number. 561.820.9 196 - E-mail: m.wilesmith@wadads.com • 15 years • in 1998 incorporated as Wilesmith Advertising I Design, a privately held Florida Corporation headquartered in West Palm Beach, Florida, with a satellite office in New York City • Employees: 10 • A woman-owned, certified SBE • Fed Tax ID 65-0925828 • D&B Duns# 96-456-4421 • The agency is financially stable, without bankruptcies, litigation or liens. 12 CITY OF SOUTH MIAMI CITY BRANDING DESIGN & SERVICES RFQ #PW- Q2013 -01 QUALIFICATIONS This section of the proposal should give a description of the firm, including the size, range of activities, and the number of years with relative experience with large accounts Particular emphasis should be given as to how the firm -wide experience project will be brought to bear on the proposed project. This section must also identify the contact person and telephone number. Contact person: Margaret Wilesmith; Phone # 561.820.9196 Wilesmith Advertising is a boutique branding and strategic communications firm focused on brand development and design, and integrated marketing communications for non- profit organizations. The Agency demonstrated capabilities in all elements of the brand and marketing process. Wilesmith distinguishes itself by thought leadership: a level of strategic and creative thinking that consistently delivers qualitative and quantitative results for clients. Our dedicated client team, mir rnmmitmpnt to excellence, and our intensity and passion for the work set Wilesmith apart and will bring value and results to the City of South Miami. We have been recognized by the Advertising Federation for "raising the bar" for creative thinking, design and advertising in South Florida, and selected by the internationally renowned Design Center of the Americas as "Graphic Design Firm of the Year." Wilesmith Advertising I Design has won over 350 awards locally, regionally and nationally. The qualities that make us distinctive are expressed in our brand promise: "It's the thinking that makes us different." And what makes us different makes us better. (Continued on pages #13 -16) Note: Additional sheets may be attached if necessary. CITY OF SOUTH MIAMI CITY BRANDING DESIGN & SERVICES RFQ #PW -Q 2013 -01 QUALIFICATIONS (CONTINUED) NOTE. This statement of Proposers Qualifications must be completely filled out, properly executed and returned as part of your proposal. 1. List the true, exact and proper names of the company, partnership, corporation, trade or fictitious name under which you do business and principals by name and titles: Name of Company: Wilesmith Advertising I Design Address: 319 Clematis Street, Suite 710, West Palm Beach, Florida 33401 Principals: Margaret Wilesmith Titles: President, Treasurer, Secretary 2. a. Are you licensed, as may be required, in the designated area(s) of Miami -Dade County, Florida? Yes X No b. List Principals Licensed: Name(s): Title: Remarks: 3. How long has your company been in business and so licensed? 15 years 4. If Proposer is an individual or a partnership, answer the following: N/A a. Date of organization: N/A CITY OF SOUTH MIAMI CITY BRANDING DESIGN & SERVICES RFQ #PW- Q2013 -01 QUALIFICATIONS (CONTINUED) b. Name, address and ownership units of all partners: N/A C. State whether general or limited partnership: If Proposer is other than an individual, corporation or partnership, describe the organization and give the name-and address of principals. N/A S. If Proposer is operating under a fictitious name, submit evidence of compliance with the Florida Fictitious Name Statute. 6. How many years has your organization been in business under its present business name? 15 years a. Under what other former names has your organization operated? N/A 7. a. Has your company ever failed to complete a bonded obligation or to complete a Contract? Yes No x CITY OF SOUTH MIAMI CITY BRANDING DESIGN & SERVICES RFQ #PW -Q 2013 -01 PROPOSER'S QUALIFICATIONS (CONTINUED) If so, give particulars including circumstances, where and when, name of bonding company, name and address of owner and disposition of matter: TIN ER 8. a. List the pertinent experience of the key individuals of your organization (continue on insert sheet, if necessary). Please see pages # 20 -26 for team resumes as they are too lengthy to include here. b. State the name of the individual(s) and titles that will have personal supervision of the work: Margaret Wilesmith: President/Creative Director, Project Lead (primary client contact) Scott Eurich: Design and Implementation Director (alternate point of contact) 9. List name and title of persons in your company who are authorized to enter into a Contract with the CITY OF SOUTH MIAMI, Florida for the proposed work should your company be the Successful Proposer. Name Margaret Wilesmith Title President/CEO Phone #: 561 820 -9196 Email: m.wilesmith @wadads.com CITY OF SOUTH MIAMI CITY BRANDING DESIGN & SERVICES RFQ #PW- Q2013 -01 QUALIFICATIONS (CONTINUED) The undersigned guarantees the authenticity of the foregoing statements and does hereby authorize and request any person, firm or corporation to furnish any information requested by the CITY OF SOUTH MIAMI , Florida to verification of the recitals comprising this statement of the Proposers qualifications. DISCOVERY OF ANY OMISSION OR MISSTATEMENT THAT MATERIALLY AFFECTS THE PROPOSERS QUALIFICATIONS TO PERFORM UNDER THE CONTRACT SHALL CAUSE THE OWNER TO REJECT THE PROPOSAL AND IF AFTER THE AWARD TO CANCEL AND TERMINATE THE AWARD AND /OR CONTRACT. Date: 5/07/2013 -- Margaret - Wilesmith Signature Print Name Wilesmith Advertising I Design President/CEO Company Title If Corporation (Seal) If Individual or Partnership, two Witnesses are required: N/A Witness Respectfully submitted (CORPORATE SEAL) 0\AAT1�O O:s WILESMITH U ADVERTISING I DESIGN r Articles of Incorporation Document #P99000049101 N/A Witness Wilesmith Advertising I Design Company - Contractor ATTEST: Margaret Wilesmith Secretary Witness CITY OF SOUTH MIAMI CITY BRANDING DESIGN & SERVICES RFQ #PW- Q2013 -01 PROPOSER'S QUALIFICATIONS (CONTINUED) m President ol O.' WILESMITH U? ADVERTISING I DESIGN Articles of Incorporation '* Document *' #P99000049101 Ob i ^ Contractor Signature END OF SECTION (Seal) CITY OF SOUTH MIAMI CITY BRANDING DESIGN & SERVICES RFQ #PW- Q2013 -01 REFERENCES The following is a list of at least four (4) references that Proposer has provided similar service in the past five (5) years. Government agency references are preferred. T 1-11 A 1. Name of Firm, City, County or Agency: ' ' -D -A Address: 201 East Main Street, Tavares, FL 32778 Contact: John Drury Title: ICMA -CM, City Administrator Telephone :(352 ) 742 -6209 Location: Tavares, FL Scope of Work: Brand Assessment, Brand Promise, Brand Design, Graphic Standards Manual, Wayfinding, Environmental Graphics, Marketing Collateral Design, Implementation Document �� -.. 2. Name of Firm, City, County or Agency: Address: N/A Contact: Bill Francisco Title: Brand Committee Member, EDC Telephone :(727) 733 -6970 Location: N/A Srnpa of U /nrk: Community Brand Assessment, Research, Competitive Set Analysis, Findings and Methodology Report, Brand Platform, Position, Byline, Tagline; Collateral and Ad Campaign Creation: Marketing Plan; Integration into Public Realm 3. Name of Firm, City, County or Agency: I �` -JA. 3 A 3FA .1D,4: Address: 100. W. Dania Beach Blvd, Dania Beach, FL 33004 Contact: Jeremy Earle Title: Executive Director, ASLA, AICP Telephone :(954) 552 -5455 Location: Dania Beach, FL Scope of Work: Brand Assessment, Brand Promise, Brand Design, Graphic Standards Manual, Wayfinding, Environmental Graphics, Marketing Collateral Design, Implementation Plan 4. Name of Firm, City, County or Agency: PALM 3i A-1 -i J�` -v Ci`� �`T v A ,D `i "'SiTRS SURF a Address: 1550 Palm Beach Lakes Boulevard, West Palm Beach, FL 33401 Contact: shirley Talbert Title: Vice President of Marketing Telephone :( 561)233 -3000 or (561) 762 -8857 Location: West Palm Beach, FL Scope of Work: Community Brand Assessment, Competitive Marketing Analysis, Competitive Website Analysis, Findings Reports, Collateral and District Identity Design NOTE: Additional references may be attached and provided. PROPO'S-ER Q�__)ALJFK_/4-\T]1 ON' Wilesmith Advertising /Design has a record of success in creating brand identities and implementing brand identity and strategies for destinations and community brands; special districts; major residential, commercial, entertainment and historic centers, and non - profits locally, regionally and nationally. When we approach a project, our goal is perfection. Our intention is to find solutions that will make a difference. Our process is guided by that single- minded intention: to identify your point of difference, articulate your competitive identity, and set a course for communicating yourtrue brand essence. Our process leads us to discover something that may not have been seen before, and our clients love us for it. For cities and destinations, this means creating a unique sense of place — the thoughts, feelings, and impressions people have of you. The challenge is to capture the many diverse components of South Miami in a single powerful identity and to differentiate it from the many cities and towns in Florida and beyond, all vying for market share. Our business model of accountability is as important as our analytical and creative capabilities. We believe in collaboration, and more importantly, active listening. We also believe there are certain essential qualities and attributes that ensure the success of the projects we accept: vision, imagination, focus, insight, laughter, fun, collaboration and the commitment to consistently delivering outstanding value, and that success is centered on three key elements: 1. Leadership - the ability to lead teams, and bring vision and understanding of business strategy to achieve success in highly competitive environment. 2. Strategic Thinking - applying critical thinking to communications problems and issues 3. Informed Imagination - applying critical insights to creative exploration 13 i; J i a-�', QUAL-IFICA T3 `�._....� �"� 3 S Wilesmith has helped over 50 non - profit clients nationally, regionally and locally build their brands through strategic positioning and communications that ensure relevancy, provide a valuable user experience, and influence development. The agency works in the total brand environment to create, build and retain brand value. We have complete capabilities to utilize all appropriate tools and channels of the integrated marketing toolbox including: • Qualitative /Quantitative Market Research • Brand Assessment • Brand Design and Identity Systems: Logo, Byline,Tagline • Brand Extensions • Brand Standards Manuals • Copywriting • Collateral Design • Creative Development • Desk Research • Direct Mail 14 • Environmental Graphics • Graphic Design • Media Planning • Media' Buying • Online/Offline Advertising • Promotional Programs • Strategic Planning • Websi;e Assessment and Design • SEO /S • Wayfi • THIN JNG! AWARDS 1997 Local Addys: 14 Golds • 29 Silvers Best of Show - Print • Special Judges Award 1997 District Addys: 5 Silvers 1997 National Healthcare Awards Silver - Newsprint • Merit - Brochure 1997 National Mature Media: Bronze - Brochure 1998 Local Addys: 13 Golds • 31 Silvers 1998 District Addys: I Gold • 6 Silvers South Florida Building Industry Awards 1998: Best of Show - Print Campaign Best of Show - Magazine Print Best of Show - Direct Mail International Professional Services Awards 1998: First Place - Corporate Brochure 1999 Women in Communications Awards (ACE) Ritz - Carlton, Palm Beach • Special Publications Ritz - Carlton, Palm Beach • Marketing Summer Packages 1999 Local Addys: 23 Golds • 36 Silvers Best of Show - Print • Special Judges Award (3) 2000 Local Addys: 15 Golds • 20 Silvers Best of Show - Print • Ritz - Carlton, Palm Beach Best of Show - Public Service • Children's Home Society 15 2000 District Addys: 2 Golds • 5 Silvers 2001 Local Addys: 13 Golds • 29 Silvers Best of Show - Print • BABOR Cosmetics Best of Show - Billboard • Lowry Park Zoo, Tampa 2001 District Addys: I Gold • 2 Silvers 2002 Local Addys: 14 Golds • 26 Silvers Best of Show - Electronic • Jewish Federation One That Got Away • Wellington Mall 2002 American Bankers Association Gold - Newsprint • Fidelity Federal Bank & Trust 2003 Local Addys: 4 Golds • 9 Silvers 2003 National College Marketing Gold - Television • Palm Beach Community College 2004 National Council of Marketing and Public Relations Medallion Award 2004 American Bankers Association, Certificate of Merit, Print 2005 Local Addys: 5 Golds • 14 Silvers Best of Show - Broadcast • Palm Beach Community College NOiI Awards only go through 200'x, only beCaUse we sopped enu2 nog Why, you ask? We ran oui of wall space... American Cancer Society American Orchid Society American Red Cross Ascencia, Los Angeles County, CA Children's Home Society City of Tavares, Florida City of Pompano Beach, Florida City of Dania Beach, Florida City of Dunedin, Florida Town of Miami Lakes, Florida City of West Palm Beach, Florida Commission for Jewish Education Councils on Aging; Martin & Indian River Counties Dreyfoos School for the Performing Arts Florida Atlantic University Honors School Greensboro Symphony Orchestra HomeSafe Shelter for Abused Children Humane Society of the Palm Beaches Jewish Federation of Palm Beach County Jewish Federation of South Palm Beach County Kravis Center For The Performing Arts Lowry Park Zoo NN MorseLife' Senior Services Norton Museum of Art Palm Beach Community College Palm Beach Community College Foundation Palm Beach County Cultural Council Palm Beach Mental Health Association Palm Beach Pops Palm Beach Zoo Palm Beach County Convention & Visitors Bureau Peoria County, Illinois; Senior Services Organization of Teratology Specialists, San Diego, CA Public Justice Foundation, Washington, D.C. Preservation Foundation of Palm Beach Scripps Research Institute, La Jolla, CA /Palm Beach, FL South Florida Fair Caron Substance Abuse Rehabilitation Centers, PA. The Benjamin School The Pine School The School for Autism 21 1 Information Services South Florida Science Museum U RLY RAT We have offered project fees on the following page. Our hourly rates are as follows: Principal /Creative Director /Strategic Communications - $175 /hr Design Director - $150 /hr Strategic Planning and Marketing - $150 /hr Research Audit, Public Relations - $150 /hr Senior Art Director - $150 /hr Graphic Designers - $125 /hr Administrative /Proofreader - $65 /hr 17 �__l Purpose: to gain insight into current brand perceptions and assess the brand environment to include: - Communication, Marketing Materials and Media ,Audit - Exploration & Discovery with brand committee - Depth interviews with city leaders - Digital Brand Network Assessment: evaluate City's online presence, functionality of proprietary sites, cross - sell functionality, access points, related messaging and user behavior ,I io,'..�. I . Brand Concepts /Mood Board: brand narratives told through key worths, typography, photography, iconography, symbols, colors palettes, textures and tones 2. Logo and tagline - Preliminary tagline category trademark and url search - Logo design informed by mood board outcomes - Present multiple executions to client - Distill concepts and refine 3. Provide final logo as finished art through a dedicated website with downloadable logo files, including PDF standards guide, B &W CMYK and PMS logos, grayscale logos for all applications, plus logos for online usage r. - Logo Guide: sizes, proper placement, incorrect uses of the logo - Color palettes — specific colors, combinations and usage - Font Guide —type styles, appropriate use - Company template design — positioning of logo, address on letterhead, business cards - Web guidelines - Voice & Style guide • Complete exploration & discovery among brand committee and stakeholders • Analyze and deliver findings, and gain consensus on project direction from all decision makers V • Develop and deliver a narrative that communicates the "City of South Miami Experience ", unique value attributes and competitive advantages • Develop, present to Brand Committee and refine options for logo /byline /tagline v,VI . • Brand Standards Manual • Prepare a report supporting the preferred branding option • Deliver report to all decision makers inclusive of a recap of each step of project :t a Scott Eurich: Design and Implementation Director Bill Vervaeke: Research and Strategic Planning Linda Rivera: Senior Art Director Kate Caryk: Graphic Designer Celiese Tuason: Jr. Art Director WE � � � � � � : � � � �� - © ©�� a% �.: � � I� � ye r .x� � � � >� �� M N z z z LU di \l/ LLJ 02. Lr) (14 re LL Ji AN u i r b m Wi � � `acs � � �` • : � [ 'i � %9i sk tt �*"'8 ✓— a �'�, � �: y.4 s 5X ., i'i;t ' H ..: i Branding (April 2009 - September 20 10) Margaret Wilesmith, Project Director, Strategic Planning; Scott Eurich, Design Director, Doug Hardee, Creative Director; Linda Rivera, Art Director • Brand Evaluation • Brand Promise and Platform • Brand Design and Identity: Logo, Byline, Tagline • Implementation Plan • Wayfinding, Collateral Design, Environmental Graphics, Website Design, Ad Campaign, Brand Standards Manual The City of Tavares, Florida is a stunning example cf a municipality that is fully committed to its brand and is seeing remarkable results, in spite of a limited marketing budget. In 2009, the City was implementing a master redevelopment plan, the focus of which was a state -of -the -art seaplane basin, the only one between Georgia and Key West, Florida. At the time, no one could imagine the incredible impact this would have on the City, which had experienced an extended period of',decay and economic depression. 30 Hoping to avoid a cookie- cutter approach, Tavares selected Wilesmith Advertising I Design for its fresh and creative perspective to conduct a brand assessment and reinvent the City's brand. We couldn't help but be inspired by the City's intrepid spirit both from a historical and modern perspective. The agency starting by defining the City's distinct value proposition, creating a unique brand identity and implementing it across the brand architecture. The completed initiative included immersion of the new brand design and messaging into the public realm through environmental graphics, wayfinding, collateral design, events, online and offline advertising, public relations and other channels of distribution. The agency was also responsible for creating an inviting, holistic exterior environment. By building an infrastructure supported by a relevant and authentic brand, the City realized a dramatic return on investment in the worst economic downturn since the Great Depression. RESULTS* (3 years) • 37 new businesses, including 2 boutique hotels • One of the largest seaplane manufacturing facilities in the world, Progressive Aerodyne, relocated to city • More than 3,400 seaplanes visits (1000% ahead of projections) • Destination used in a major Hollywood film requiring a seaplane scene, and • Has become a regular stopping point for. seaplaners from as far away as Mexico, Italy and France. * Source: Bill Neron, Tavares Economic Development Director 31 M LU YJ LL 7 L- 1 -7 4- I ll '-," X, -,j A '4 Lr) Cl) w LJLJ 0 C�l i P- 1 D2 r- rl) a c vt O �4 co 0 if m &i d o o k N � U `. &i d (-n z 0 a I U-j __j 9 B, S I __I*---_ H M E PAS E a40rat.8 a4" *MAX NEws & ANNOUNCEMENT'S v�Ow OR Earth 0*1 W@bWioa 0 Wo~ Park, Saturday, AprW 23. Free AdMiSSW R(lad M- Twvor" Art In Me Square to Featw* Cmal" Artists Oty MM eKNbA opens may 6 guaga- r"ams accepOng appolknUom for Arts & Cukuml ANIonce "*"~thtIv* p4pownt ft CKY On Ux Ukt COVrAy Adu & cuftrw ManCe A4N)5WV Do" &kl,Qa- HatkMat VVV*ctipdon Drug Take Bad( Day Is April 309 Urenes part-C w*i; in WOW mxrIPWA a" coilocw WO Ks Ton't FkKw program. Rz"— Tavares lmtaMX Sign DQvmTQvM 9r,412 On 42 exo10re owr site... mm, I�w fow,ow m [I tj Land&See CALENDAR viow C4 Tut, Apr. 19 r"Am P&VOM "4ckfIt Wedr P-p- 20 Tovarm Oty Courid MectIng SAL Apr. U Earth D" in the Park FAQS * What 15 Ta"M MeW * wmt KW of W-centrov; ooft IaVort% ONVr to roew Ord c*Jstkg Wmrwm,"I qytcK LwKs • Prop shop Nt"Ik*wr - Match (XY evem schtduk, tow 2011 Oty ftewsler - mwdvAmil nil • w Up Ov Twor" Alert Our IV& Oty - )W& M, T4,vm Al"we" Rac" QfkW tivnes } }} j} \ }} } Von) } §% }§ \! §�� \ }}§ ,,g }� >J\ )�� \�I }k 322!§ $� \.{ �\ CA a I ,_jj LLJ Cf -,� I .A`'.h.-l'A'_ ✓a"� '� �„° . t s +. 2k , s f f � K. S �� `'�y.Y � s Irv' tt� ,� � e r � G .;„ y„ r .s � 7 ,s # ,a MMMM Elm X low 1 u K -- - "Monk '. oil p$ `°�✓' ��r` �- °3�"'� "�..»��`"�',.w �,r^` � Y 5, ,'' R:�x� �3o z� s`` ,:s; rz F �� < }€ d" L� dew° r Y 4 t €a j t.- tPg',� #,tea✓ mi VY "AM r t sm goo wis rr _ J yj r x too, WE The City of Dania Beach, Florida had been in decline, losing its place among Broward County's leading cities. The purpose of the project was to support the Dania's re- development through branding. It was essential that the brand resonate with businesses investing in the City. At the same time, research showed that the City's history was a perceived value asset and source of pride for stakeholders. Wilesmith d design that supported the City's revitalization while reflecting its historic contemporary, structural and graphic, reflects the City's modem attitude. the primary architectural design element used in the City's new downtow references the City's substantial maritime assets, while the vertical form on logo utilizes the negative space to form the letter D (the City is referred to t locus for the other graphic elements of the logo. The band identity was e: marketing portals, like the website, to unify the brand yet ensure that each ✓eloped a brand promise, identity and )sition in the County. The new logo's he use of the nautilus was inspired by center. The wave formation at the top �e right references its ascendancy. The it's first name only) which serves as the ended throughout the City and within usiness district was distinctly identified. I'D Z- LL Q > L� gar Lm. K� 13� LU U- 9 his in LN -rEN'�ION RAD Ex dar be art & alitiq IN ia ich district IIL� Jr Margaret Wilesmith, Project Director, Strategic Planning; Scott Eurich, Research; Linda Rivera, Jon Chung Art Directors • Market research • Brand Assessment; Brand Report • Brand Promise and Platform • Brand Design and Identity: Logo, Tagline • Wayfrnding, Collateral Design, Environmental Graphics, Website Design,, Transitioning from its agricultural roots, the City of Pompano economic decline in spite of its many natural assets including a spect for the best deep sea fishing in Florida. Unfortunately this was all su vacant commercial space. The City's reputation as a welcoming ply in the negative space, not helped by its leading role on "Police with its focus on crime, further undermined the CRA's efforts to With a redevelopment plan ready to launch, the City selected Wilesm rebrand the City for the purpose of economic development. The age 52 Director, Jennifer Dempsey, Campaign, Brand Standards Manual ach had experienced prolonged lar beach, 47 parks and reputation ended by low income housing and to visit or do business was also omen of Broward County" which, ehabilitate the City and its image. to conduct a brand assessment and worked with a 12- member brand committee comprised of representatives of the Economic Development Council, Chamber, Cultural Council, Hotel Association, and numerous other community agencies and organizations. Wilesmith conducted extensive in- market intercept surveys as well as brand imprint sessions with city commissioners, residents, business owners and city employees The insights gained from this research led us to articulate the brand promise and establish a new brand identity which has been put to work to support redevelopment efforts in the industrial and tourism sectors. The critical feature of the rebrand was early adoption of the Brand Promise and Identity internally. This initiated a cultural change that shifted the focus onto the customer, and facilitated the brand's successful integration into the public realm. The Brand Promise is now the battle cry for everyone at every City level with "their hands on the brand." The Pompano Beach Brand Promise For people who value genuine hometown qualities but also want the lifestyle a progressive, modern city offers, we will provide an environment where your comfort, enjoyment and success is our top priority. We will do everything possible to make it easy and pleasant for you to enjoy our beaches and parks or to do business here. In every interaction we will affirm your choice of Pompano Beach by welcoming you warmly and making you feel an important and valued part of our community. This Brand Promise was a result of an in -depth brand assessment process and approved by the Brand Committee and City Commission prior to the Brand Design process which is demonstrated in this case study. 53 W n d- W m Ln Ln 1fl r- F rn u, C.M) �"q LL z 0 u C) In e� we i S a 2 E a l0. t ' Y t i i 1 LL z LLJ LL 1� 1 M .n CL R CD 4 0 —9 Q r Z aj ca i CO 3y cl ON p O Q Ce CCS O CD CE CO E 1,2 Au (z) C,o a CD CU a5 CD Ez- CL CD O Q Ce CCS O CD CE CO E Lr) \0 ..' 1 Branding and Marketing (May 2011 - November 2012) Margaret Wilesmith, Project Director, Strategic Planning; Scott Eurich, Design Director; Bill Vervaeke, Research; Linda Rivera, Jon Chung, Art Directors • Qualitative /Quantitative Market Research • Brand Assessment; Brand Report • Brand Promise and Platform • Brand Design and Identity: Logo, Byline, Tagline • Collateral Design, Environmental Graphics, Ad Campaign, Economic Development Brochure, Merchandise Design • Standards Manual • Marketing Plan Dunedin is an interesting story. While we have a superb relationship with the City and believe it is on the cusp of becoming a great place brand, it is also an example of how a City can lose control of the branding process. M. Dunedin is one of Florida's most charming cities. However, it was not realizing its potential for economic development in the tourism or small -to mid size business sector. The City had a great product, but its brand had never been refined or articulated. The City selected Wilesmith, again for our fresh perspective and hands -on style. The agency immersed itself in the City, working with the brand committee, conducting focus groups with business leaders, spending time with visitors and residents, and evaluating key value assets and their respective weight in creating a compelling brand story. The extensive research, including a community survey that saw an extraordinary level of resident participation, revealed that Honeymoon Island is considered the , City's most unique value asset in attracting visitors. No other destination can claim Honeymoon Island as its own. The added bonus is the evocative, magical name of the Island itself. Based on this finding, along with other key supporting features, the agency developed a brand identity that encompassed three major features: water, the nature trail, the indigenous osprey, which all combine to form a heart symbolizing the romance of Honeymoon Island and the Dunedin experience. The byline, "Home of Honeymoon Island" captures the unique selling proposition of the City supported by the brand promise expressed in the tagline ''We'll Win Your Heart." The identity simply and elegantly tells a wonderful, evocative story about the City. The brand solution was presented to enthusiasm and applause in the City, Commission chambers. .• Unfortunately, the process was hi- jacked by a vocal minority who either did not support the brand process from the beginning or had limited knowledge or understanding of the process. In a misguided effort to achieve 100% community buy -in, (perhaps an overly optimistic goal for any city undertaking), the City lost control of their own brand, and with it, their opportunity to be represented in a truly unique and memorable way. While we were disappointed with the Commission's ultimate decision to select one of our other logo designs, it was only because we truly believe that the original selection was the right one for the City. However, we have always enjoyed open and candid communications with our client, and continue to work with them to implement their new brand through a multi -year integrated marketing program encompassing all elements of the marketing toolkit. This is a cautionary tale for those undertaking the time and expense of a branding initiative. City leaders have the responsibility for economic development, the sole purpose for branding in the first place. Therefore they must be the custodians of their brands. They must set the tone and be the primary brand stewards. It cannot be compromised, crowd- sourced or managed. However, it also points to the importance of ongoing community - wide communications and engagement throughout the process to facilitate understanding and buy -in. 70 P'F�" E S E N -]- It'-,"D F)i inmkAr) p DUNEDIN DunE�.ldin DUNEDIN I IOMF. OF HONEYMOON ISLAND I lome. of I lone ymoon Islond f c f"71 Will Your ljearl m DUNEDIN DUNEDIN HOME, OPTIONRYMOON ISLAND It 0 1. k) R • I I I' I" L C) ZA, "l/ ;SIP (4, 71 LL Z 0 • I F C'4 r- is r� Ll u LL I ry" a] A" tr�2 Im J C � �. �� " ELK,*", .., A" tr�2 Im 3�� } _.�.�✓ �_.. I �� % .- � i`Y I CD LLJ ei, Q z • ' C: 0 0 • • • • • I IM 's bH, a } a� Z t �z M� �y Z } S $ r :b 1 . f } G° } 3 rk, u MR k 2? a°" ,v `� sus L VIM } a� Z t �y Z } S $ :b 1 . Yi } G° } 3 rk, } L x TI I.L r m j t r —.. LI.1 LU W- CL TI a LL Z..,..et 0 V� >- ? � 3 C t 2 4t ou y. o -ywyq £ �t :b Yi } 3 OUT) z L li-i C E (Vn � D 0 U .......... . . . . . . . . . . . . . . . . . . . . . ...................... (-f-) LLJ z ELI m XJ1 G� The City of West Palm Beach retained us to create a brand for the blighted west side of the Pleasant City in redevelopment, for emerging and established artists would live, work and market their work through galleries and public events. The assignment was to create a name, tagline and logo for the district. The goal was an urban, modern, and cool brand identity; a place artists would feel reflects their vibe and vision. The agency developed names using frames of reference including area history, art history, important arts movements and forms, artists' colonies and their genesis, as well as geographic markers. The location abutted 23rd St. and would be located on city lots #2 and #3. And that's how Lot23 came to be the emerging artists district. The tagline, "The Artful Side of Pleasant City ", was incorporated into the logo rather than use it as a separate element. The logo is a modern graphic treatment referencing the lot gridlines to artfully form the number, 23 in the negative space. (Kismet in the world of graphic design.) The tagline wraps around -the side of logo to suggest the very specific, self - contained nature of the district. The result is unique and distinctive — edgy, hip and urban. 133 her i The Heart and Soul of West Palm Beach L The City of West Palm Beach, Florida contracted with Wilesmith to brand its Northwest neighborhood which had suffered from years of neglect, crime and economic decline, and is now in redevelopment. Its residents have a deep love and connection to the neighborhood, which has more churches than any other in the city, and a distinguished black history. The logo design renders the letter N into a heart symbolizing the residents' feelings about the district. The circle communicates connection and community, The tagline expresses both the feelings and character of the neighborhood. L ,�2 m � \ vat : 2 � � \ m o .y v 1 w m 9 ,�llll Of 21 L� I U v vJ 7 o n o� U � 0 U W rn Downtown Development Authority Annual /Business Reports (City of West Palm Beach) 92 2 L V 2 m C C d O N U C O C n u w u a� m E A >a� O I' M �f iZ t SECTION IV PROPOSALPACKAGE City Branding Design & Services QUALIFICATIONS ARE DUE ON OR BEFORE: Tuesday, May 7, 2013 @ 2:00 PM TO: CITY HALL OFFICE OF THE CITY CLERK 6130 Sunset Drive South Miami, Florida 33143 THIS RFQ SUBMITTED BY: COMPANY NAME: Wilesmith Advertising I Design ADDRESS: 319 Clematis Street, Suite 710, West Palm Beach, Florida 33401 TELEPHONE: ( 561 820 -9196 FAX #: ( 561 ) 835 -0413 EMAIL: m.wilesmith@wadads.com SECTION IV RFQ REQUIREMENTS CHECKLIST RFQ #PW- Q2013 -01 Proposer has attached all documents listed in the checklist as provided and any other pertinent information. Section 1.01 CHECK LIST FORMS ATTACHED Bid Package: One (1) original and Nine (9) copies Yes X No Proposal Confirmation Yes X No Scope of Services /Plan Yes X No Proposer's Qualifications Yes X No Proposer's References Yes X No Indemnification Clause Yes X No Non - Collusive Affidavit Yes X No Drug -Free Workplace Form Yes X No Sworn Statement on Public Entity Crimes Yes X No Related Party Transaction Verification Form Yes X No Exception to the Request for Proposals Yes X No Addendum Acknowledgement Form Yes X No Anti- Kickback Affidavit Yes X No Proof of Insurance Yes X No Contract /Agreement Yes X No CITY OF SOUTH MIAMI CITY BRANDING DESIGN & SERVICES RFQ #PW- Q2013 -01 PROPOSAL CONFIRMATION In accordance with the requirements to provide City Branding Design & Services , RFQ #PW- Q2013 -01, the undersigned submits the attached proposal. Proposer has examined the site and locality where the work is to be performed and is fully aware of the scope of work based on these requirements, the legal requirements (federal, state and local laws, ordinances, rules and regulations) and the conditions affecting cost, progress or performance of the work and has made such independent investigation as Proposer deems necessary. This proposal is genuine and not made in the interest of or on behalf of any undisclosed person, firm or corporation and is not submitted in conformity with any agreement or rules of any group, association, organization or corporation; Proposer has not directly or indirectly induced or solicited any other Proposer to submit a false or sham proposal; Proposer has not solicited or induced any person; firm or a corporation to refrain from proposing and Proposer has not sought by collusion to obtain for himself any advantage over any other Proposer or over Owner. The Proposer shall acknowledge this Proposal by signing and completing the spaces provided. I hereby submit this Proposal Package for City Branding Design & Services), RFQ #PW- Q2013 -01 to the City of South Miami with the full understanding of the Request for Qualifications, General and Special Conditions and Detail Requirements and the entire Proposal Package. Margaret Wilesmith, Wilesmith Advertising I Design 5/07/2013 Proposer's Name Signature Date State of: FLORIDA County of: PALM BEACH COUNTY The foregoing instrument was acknowledged before me this _ day of , 2013, by who is (who are) personally known to me or who has produced as identification and who did (did not) take an oath. Notary Public Signature Notary Name, Printed, Typed or Stamped Commission Number: My Commission Expires: CITY OF SOUTH MIAMI CITY BRANDING DESIGN & SERVICES RF #PW- Q2013 -01 INDEMNIFICATION CLAUSE The parties agree that one percent (1 %) of the total compensation paid to Contractor for the work of the contract shall constitute specific consideration to Contractor for the indemnification to be provided under the Contractor. The Proposer shall indemnify and hold harmless the City Commission , the CITY OF SOUTH MIAMI , and their agents and employees from and against all claims, damages, losses and expenses including attorney's fees arising out of or resulting from the performance of the work provided that any such claim, damage, loss or expense (1) is attributable to bodily injury, sickness, disease or death, or to injury to or destruction of tangible property (other than the work itself) including the loss of use resulting therefrom, and (2) is caused in whole or in part by any negligent act or omission of the Contractor, any subcontractor, anyone directly or indirectly employed by any of them or anyone for whose acts any of them may be liable, regardless of whether or not it is caused in part by a party indemnified hereunder. In any and all claims against the Owner, or any of their agents or employees by any employee of the Proposer, any subcontractor, anyone directly or indirectly employed by any of them or anyone for whose acts any of them may be liable, the indemnification obligation under this Paragraph shall not be limited in any way by any limitation on this amount or type of damages compensation or benefits payable by or for the Contractor or any subcontractor under Worker's Compensation Acts, Disability Benefit Acts or other Employee Benefit Acts. Nothing in this section shall affect the immunities of the City pursuant to Chapter 768, Florida Statutes. Margaret Wilesmith, Wilesmith Advertising ( Design 5/07/2013 Proposer's Name Signature Date State of: FLORIDA County of: PALM BEACH COUNTY The foregoing instrument was acknowledged before me this day of , 2013, by who is (who are) personally known to me or who has produced as identification and who did (did not) take an oath. Notary Public Signature Notary Name, Printed, Typed or Stamped Commission Number: My Commission Expires: CITY OF SOUTH MIAMI CITY BRANDING DESIGN & SERVICES RFQ #PW- Q2013 -01 NON - COLLUSIVE AFFIDAVIT State of Florida ) ) SS: County of Palm Beach) Margaret Wilesmith being first duly sworn deposes and says that: a) He /she is the Owner , (Owner, Partner, Officer, Representative or Agent) of Wilesmith Advertising I Design , the Proposer that has submitted the attached Proposal; b) He /she is fully informed respecting the preparation and contents of the attached Proposal and of all pertinent circumstances respecting such Proposal; c) Such Proposal is genuine and is not collusive or a sham Proposal; d) Neither the said Proposer nor any of its officers, partners, owners, agents, representatives, employees or parties in interest, including this affiant, have in any way colluded, conspired, connived or agreed, directly or indirectly, with any other Proposer, firm, or person to submit a collusive or sham Proposal in connection with the Work for which the attached Proposal has been submitted; or to refrain from proposing in connection with such work; or have in any manner, directly or indirectly, sought by person to fix the price or prices in the attached Proposal or of any other Proposer, or to fix any overhead, profit, or cost elements of the Proposal price or the Prnnosal price of any nthgr Prnnnser; or to secure thrniigh anv collusion, conspiracy, connivance, or unlawful agreement any advantage against (Recipient), or any person interested in the proposed work; e) The price or prices quoted in the attached Proposal are fair and proper and are not tainted by any collusion, conspiracy, connivance, or unlawful agreement on the part of the Proposer or any other of its agents, representatives, owners, employees or parties in interest, including this affiant. Signed, sealed and delivered in the presence of: By: Witness Witness (Printed Name) (Title) CITY OF SOUTH MIAMI CITY BRANDING DESIGN & SERVICES RFQ #PW- Q2013 -01 NON - COLLUSIVE AFFIDAVIT (CONTINUED) KNOWLEDGMENT State of Florida ) SS: County of Palm Beach) BEFORE ME, the undersigned authority personally appeared to me well known and known by me to be the person described herein and who executed the foregoing Affidavit and acknowledged to and before me that executed said Affidavit for the purpose therein expressed. WITNESS, my hand and official seal this day of 2013. My Commission Expires: Notary Public State of Florida at Large END OF SECTION CITY OF SOUTH MIAMI CITY BRANDING DESIGN & SERVICES RFQ #PW- Q2013 -01 DRUG -FREE WORKPLACE FORM The undersigned vendor in accordance with Florida Statute 287.087 hereby certifies that Wilesmith Advertising�I Design does: (Name of Business) 1) Publish a statement notifying employees that the unlawful manufacture, distribution, dispensing, possession, or use of a controlled substance is prohibited in the workplace and specifying the actions that will be taken against employees for violations of such prohibition. 2) Inform employees about the dangers of drug abuse in the workplace, the business's policy of maintaining a drug -free workplace, any available drug counseling, rehabilitation, and employee assistance programs, and the penalties that may be imposed upon employees for drug abuse violations. 3) Give each employee engaged in providing the commodities or contractual services that are under bid a copy of the statement specified in subsection (1). 4) In the statement specified in subsection (1), notify the employees that, as a condition of working on the commodities or contractual services that are under bid, the employee will abide by the terms of the statement and will nntifv tha amnlnvar of anv rnnvirtinn of nr Man of aml +" nr polo co— endere to violation of chapter 893 or of any controlled substance law of the United States or any state, for a violation occurring in the workplace no later than five (5) days after such conviction. 5) Impose a sanction on, or require the satisfactory participation in a drug abuse assistance or rehabilitation program if such is available in the employee's community, by any employee who is so convicted. 6) Make a good faith effort to continue to maintain a drug -free workplace through implementation of this section. As the person authorized to sign the statement, I certify that this firm complies fully with the above requirements. 5/07/2013 Proposers Signature Date Margaret Wilesmith Print Name CITY OF SOUTH MIAMI CITY BRANDING DESIGN & SERVICES RFQ #PW- Q2013 -01 SWORN STATEMENT ON PUBLIC ENTITY CRIMES SECTION 287.133(3) (a), FLORIDA STATUTES (CONTINUED) THIS FORM MUST BE SIGNED AND SWORN TO IN THE PRESENCE OF A NOTARY PUBLIC OR OTHER OFFICIAL AUTHORIZED TO ADMINISTER OATHS. 1. This sworn statement is submitted to the City of South Miami by Margaret Wilesmith, President [Print individual's name and title] for Wilesmith Advertising ( Design [Print name of entity submitting sworn statement] whose business address is 319 Clematis Street, Suite 710, West Palm Beach, Florida 33401 and (if applicable) its Federal Employer Identification Number (FEIN) is 65- 0925828 (If the entity has no FEIN, include the Social Security Number of the individual signing this sworn statement: N/A 2. 1 understand that a "public entity crime" as defined in Paragraph 287.133(1)9g), Florida Statutes, means a violation of any state or federal law by a person with respect to and directly related to the transaction of business with any public entity or with an agency or political subdivision of any other state or the United States, including, but not limited to, any bid or contract for goods and services to be provided to any public entity or an agency or political subdivision of any other state or of the United States involving antitrust, fraud, theft, bribery, collusion, racketeering, conspiracy, or material misrepresentation. 3. 1 understand that "convicted" or "conviction" as defined in Paragraph 287.133(1) (b), Florida Statutes, means a finding of guilt or a conviction or a public entity crime, with or without an adjudication of guilt, in any federal or state trial court of record relating to charges brought by indictment or information after July 1, 1989, as a result of a jury verdict, non jury trial, or entry of a plea of guilty or nolo contendere. CITY OF SOUTH MIAMI CITY BRANDING DESIGN & SERVICES RFQ #PW- Q2013 -01 SWORN STATEMENT ON PUBLIC ENTITY CRIMES (CONTINUED) SECTION 287.133(3) (a), FLORIDA STATUTES 4. 1 understand than an "affiliate" as defined in Paragraph 287.133(1) (a), Florida Statutes, means: a) A predecessor or successor of a person convicted of a public entity crime; or b) An entity under the control of any natural person who is active in the management of the entity and who has been convicted of a public entity crime. Te term "affiliate" includes those officers, directors, executives, partners, shareholders, employees, members, and agents who are active in the management of an affiliate. The ownership by one person of shares constituting a controlling interest in another person, or a pooling of equipment or income among persons when not for fair market value under an arm's length agreement, shall be a prima facie case that one person controls another person. A person who knowingly enters into a joint venture with a person who has been convicted of a public entity crime in Florida during the preceding 36 months shall be considered an affiliate. ., I understand that a "person" as defined in Paragraph 287.133(1) (e), Florida Statutes, means any natural person or entity organized under the laws of any state or of the United States with the legal power to enter into a binding contract and which bids or applies to bid on contracts for the provision of goofs or services let by a public entity, or which otherwise transacts or applies to transact business with a public entity. Inc term. "Person" iiiwuucS those officers, uirct,wrS, executives, partners, shareholders, employees, members, and agents who are active in the management of an entity. Based on information and belief, the statement that I have marked below is true in relation to the entity submitting this sworn statement. [Indicate which statement applies.] X Neither the entity submitting this sworn statement, nor any officers, directors, executives, partners, shareholders, employees, members, or agents who are active in the management of the entity, not any affiliate of the entity, has been charged with and convicted of a public entity crime subsequent to July 1, 1989. This entity submitting this sworn statement, or one or more of its officers, directors, executives, partners, shareholders, employees, members, or agents who are active in the management of the entity, or an affiliate of the entity has been charged with and convicted of a public entity crime subsequent to July 1, 1989. CITY OF SOUTH MIAMI CITY BRANDING DESIGN & SERVICES RFQ #PW- Q2013 -01 SWORN STATEMENT ON PUBLIC ENTITY CRIMES (CONTINUED) SECTION 287.133(3) (a), FLORIDA STATUTES Wilesmith Advertising I Design the entity submitting this sworn statement, or one or more of its officers, directors, executives, partners, shareholders, employees, members, or agents who are active in the management of the entity or an affiliate of the entity has been charged with and convicted of a public entity crime subsequent to July 1, 1989. However, there has been a subsequent proceeding before a Hearing Officer of the State of Florida, Division of Administrative Hearings and the Final Order entered by the Hearing Officer determined that it was not in the public interest to place the entity submitting this sworn statement on the convicted vendor list. [Attach a copy of the final order] I UNDERSTAND THAT THE SUBMISSION OF THIS FORM TO THE CONTRACTING OFFICER FOR THE PUBLIC ENTITY IDENTIFIED IN PARAGRAPH 1 ABOVE IS FOR THAT PUBLIC ENTITY ONLY AND, THAT THIS FORM IS VALID THROUGH DECEMBER 31 OF THE CALENDAR YEAR IN WHICH IT IS FILED. I ALSO UNDERSTAND HAT I AM REQUIRED TO INFORM THE PUBLIC ENTITY PRIOR TO ENTERING INTO A CONTRACT IN EXCESS OF THE THRESHOLD AMOUNT PROVIDED IN SECTION 287.017, FLORIDA STATUTES, FOR CATEGORY TWO OF ANY CHANGE IN THE INFORMATION CONTAINED IN THIS FORM. Wilesmith Advertising I Design Proposer's Name Sworn to and subscribed before me this Personally known OR produced identification (Type of identification) Proposer's Signature day of , 2013. Notary Public State of Florida at Large My commission expires (Printed, typed or stamped commissioned Name notary public) "RELATED PARTY TRANSACTION VERIFICATION FORM" Margaret Wilesmith individualy and on behalf of\/Vilesmith Advertising I Desig.T "Firm ") have Name of Representative Company /Vendor /Entity read the City of South Miami ( "City ")'s Code of Ethics, Section 8A -1 of the City's Code of Ordinances and I hereby certify, under penalty of perjury that to the best of my knowledge, information and belief: (1) neither I nor the Firm have any conflict of interest (as defined in section 8A -1) with regard to the contract or business that I, and /or the Firm, am(are) about to perform for, or to transact with, the City, and (2) neither I nor any employees, officers, directors of the Firm, nor anyone who has a financial interest greater than 5% in the Firm, has any relative(s), as defined in section 8A -1, who is an employee of the City or who is(are) an appointed or elected official of the City, or who is(are) a member of any public body created by the City Commission; i.e., a board or committee of the City, [while the ethics code still applies, if the person executing this form is doing so on behalf of a firm whose stock is publicly traded, the statement in this section (2) shall be based solely on the signatory's personal knowledge and he /she is not required to make an independent investigation as to the relationship of employees or those who have a financial interest in the Firm]; and (3) neither I nor the Firm, nor anyone who has a financial interest greater than. 5% in the Firm, nor any member of those persons' immediate family (i.e., spouse, parents, children, brothers and sisters) has transacted or entered into any contract(s) with the City or has a financial interest, direct or indirect, in any business being transacted with the city, or with any person or agency acting for the city, other than as follows: N/A (use a separate sheet to supply additional information that will not fit on this line but make reference to the additional sheet which must be signed under oath). [while the ethics code still applies, if the person executing this form is doing so on behalf of a firm whose stock is publicly traded, the statement in this section (3) shall be based solely on the signatory's personal knowledge and he /she is not required to make aril Independent investigation as to the relationship of those who have a financial interest in the Firm]; and (4) no elected and /or appointed official or employee of the City of South Miami, or any of their immediate family members (i.e., spouse, parents, children, brothers and sisters) has a financial interest, directly or indirectly, in the contract between you and /or your Firm and the City other than the following individuals whose interest is set forth following their names: N/A (use a separate sheet to supply additional information that will not fit on this line but make reference to the additional sheet which must be signed under oath). The names of all City employees and that of all elected and /or appointed city officials or board members, who own, directly or indirectly, an interest of five percent (5%) or more of the total assets of capital stock in the firm areas follows: N/A (use a separate sheet to supply additional information that will not fit on this line but make reference to the additional sheet which must be signed under oath). [while the ethics code still applies, if the person executing this form is doing so on behalf of a firm whose stock is publicly traded, the statement in this section (4) shall be based solely on the signatory's personal knowledge and he /she is not required to make an independent investigation as to the financial interest in the Firm of city employees, appointed officials or the immediate family members of elected and /or appointed official or Employee]. (5) 1 and the Firm further agree not to use or attempt to use any knowledge, property or resource which may come to us through our position of trust, or through our performance of our duties under the terms of the contract with the City, to secure a special privilege, benefit, or exemption for ourselves, or others. We agree that we may not disclose or use information, not available to members of the general public, for our personal gain or benefit or for the personal gain or benefit of any other person or business entity, outside of the normal gain or benefit anticipated through the performance of the contract. (6) 1 and the Firm hereby acknowledge that we have not contracted or transacted any business with the City or any person or agency acting for the City, and that we have not appeared in representation of any third party before any board, commission or agency of the City within the past two years other than as follows: N/A (use a separate sheet to supply additional information that will not fit on this line but make reference to the additional sheet which must be signed under oath). (7) Neither I nor any employees, officers, or directors of the Firm, nor any of their immediate family (i.e., as a spouse, son, daughter, parent, brother or sister) is related by blood or marriage to: (i) any member of the City Commission; (ii) any city employee; or (iii) any member of any board or agency of the City other than as follows: N/A (use a separate sheet to supply additional information that will not fit on this line but make reference to the additional sheet which must be signed under oath). [while the ethics code still applies, if the person executing this form is doing so on behalf of a firm whose stock is publicly traded, the statement in this section (7) shall be based solely on the signatory's personal knowledge and he /she is not required to make an independent investigation as to the relationship by blood or marriage of employees, officers, or directors of the Firm, or of any of their immediate family to any appointed or elected officials of the City, or to their immediate family members]. (8) No Other Firm, nor any officers or directors of that Other Firm or anyone who has a financial interest greater than 5% in that Other Firm, nor any member of those persons' immediate family (i.e., spouse, parents, children, brothers and sisters) nor any of my immediate family members (hereinafter referred to as "Related Parties ") has responded to a solicitation by the City in which I or the Firm that I represent or anyone who has a financial interest greater than 5% in the Firm, or any member of those persons' immediate family (i.e. spouse, parents, children, brothers and sisters) have also responded, other than the following: N/A (use a separate sheet to supply additional information that will not fit on this line but make reference to the additional sheet which must be signed under oath). [while the ethics code still applies, if the person executing this form is doing so on behalf of a firm whose stock is publicly traded, the statement in this section (8) shall be based solely on the signatory's personal knowledge and he /she is not required to make an independent investigation into the Other Firm, or the Firm he /she represents, as to their officers, directors or anyone having a financial interest in those Firms or any of their any member of those persons' immediate family]. (9) 1 and the Firm agree that we are obligated to supplement this Verification Form and inform the City of any change in circumstances that would change our answers to this document. Specifically, after the opening of any responses to a solicitation, I and the Firm have an obligation to supplement this Verification Form with the name of all Related Parties who have also responded to the same solicitation and to disclose the relationship of those parties to me and the Firm. (10)A violation of the City's Ethics Code, the giving of any false information or the failure to supplement this Verification Form, may subject me or the Firm to immediate termination of any agreement with the City, and the imposition of the maximum fine and /or any penalties allowed by law. Additionally, violations may be considered by and subject to action by the Miami -Dade County Commission on Ethics. Under penalty of perjury, I declare that I have made a diligent effort to investigate the matters to which I am attesting hereinabove and that the statements made hereinabove are true and correct to the best of my knowledge, information and belief. Signature: Print Name & Title: Margaret Wilesmith, President Date: 5 /07/2013 ATTACHED: Sec. 8A -1- Conflict of interest and code of ethics ordinance. CITY OF SOUTH MIAMI CITY BRANDING DESIGN & SERVICES RFQ #PW- Q2013 -01 EXCEPTION TO THE REQUEST FOR QUALIFICATIONS NOTE: Please note any exceptions to the provisions of the RFQ. (Additional sheets may be attached.) However, all alterations or omissions of required information or any change in proposal requirements are done at the risk of the Proposer presenting the proposal and may result in the rejection thereof. The City reserves the right to require strict compliance with the terms of the RFP and to reject any exceptions or alternative proposals. N/A CITY OF SOUTH MIAMI CITY BRANDING DESIGN & SERVICES RFQ #PW- Q2013 -01 ADDENDUM ACKNOWLEDGEMENT FORM ADDENDUM No. # I ADDENDUM No. #2 ADDENDUM No. #3 Proposer: Addendum #Date Received 4/30/2013 5/01/2013 5/02/2013 Wilesmith Advertising I Design (Company Name) (Signature) Margaret Wilesmith, President (Printed Name & Title) CITY OF SOUTH MIAMI CITY BRANDING DESIGN & SERVICES RFQ #PW- Q2013 -01 ANTI - KICKBACK AFFIDAVIT STATE OF FLORIDA } } SS: COUNTY OF MIAMI -DADE } I, the undersigned, hereby duly sworn, depose and say that no portion of the sum herein bid will be paid to any employees of the City of South Miami, its elected officials, and or its design consultants, as a commission, kickback, reward or gift, directly or indirectly by me or any member of my firm or by an officer of the corporation. By: I `Idf dFCI V V IICShT I1 1 Title: President Sworn and JUIJJI.IIVCU before 111 day of . 2013 Notary Public, State of Florida (Printed Name) My commission expires: END OF SECTION CITY OF SOUTH MIAMI CITY BRANDING DESIGN & SERVICES RFQ #PW- Q2013 -01 AGREEMENT THIS AGREEMENT is made this day of 2013 by and between the City of South Miami, Florida (the "City ") and Wilesmith Advertising Design (the "Contractor"). The parties, for the consideration provided for below, mutually agree as follows: SCOPE OF WORK The Contractor shall furnish all labor, materials, supervision, equipment, supplies, and incidentals required to perform the scope of work as outlined in the RFQ Detailed Requirements Section III or modified by addendums. Designs, Drawings, Detailed Specifications, Plans and Branding Strategies developed by the "Contractor" for the City; including colors, materials, etc., shall become the property of the City and shall be provided to the City upon request. 2. COMPENSATION /PAYMENT 2.1 Contractor shall provide the City with an invoice on a monthly basis within ten (10) days of the end of each month stating the services provided in the preceding month. 2.2 The City shall make payment on said invoices of approved amounts due, as required under the Florida Prompt Payment Act. No payments shall be due or payable for Work not performed or materials not furnished. If there is a dispute with regard to an invoice, the City may withhold payment until all requested supporting materials are received from Contractor and the dispute is resolved. 2.3 Contractor shall be compensated at the unit prices specified in the Bid Proposal, attached hereto as Exhibit "B ", based upon the actual Work completed for the month. The total compensation under this Agreement shall not exceed $ 20,000 (the "Agreement Sum "). 3. TERM This Agreement shall be effective upon execution by both parties and shall continue for a term of One (1) Year. At its sole discretion, the City may extend the Term of the contract in the event the contract has provided just cause for an extension. This extension may be exercised at the sole discretion of the City Manager. Such extension shall be effective upon receipt of a written notice from the City Manager to the Contractor received no later than 30 days prior to the date of termination. 4. PROTECTION OF PROPERTY AND THE PUBLIC The Contractor shall continuously maintain adequate protection of all his Work from damage and shall protect public and private property from injury or loss arising in connection with this Agreement as follows: 5.1 The Contractor shall take all necessary precautions for the safety of employees in the performance of the Work on, about or adjacent to the work sites, and shall comply with all applicable provisions of Federal, State, and local laws, including, but not limited to the requirements of the Occupational Safety and Health Act of 1970, and amendments thereto, and building codes to prevent accidents or injury to persons on, about or adjacent to the work site where the Work is being performed. 6. INDEMNIFICATION 6.1 The parties agree that 1% of the total compensation paid to the Contractor for the performance of this agreement shall represent the specific consideration for the Contractor's indemnification of the City as set forth in this Section 1.5 and in the Terms and Conditions. 6.2 To the fullest extent permitted by Laws and Regulations, Contractor shall indemnify and hold harmless the City and their consultants, agents and employees from and against any and all claims, damages, losses and expenses, direct, indirect or consequential (including but not limited to fees and charges of attorneys and other professionals and court costs) arising out of or resulting from the performance of the work, provided that any such claim, damage, loss or expense (a) is attributable to bodily injury, sickness, disease or death, or to injury to or destruction of tangible property (other than the work itself) including the loss of use resulting there from and (h) is cased in whole or in nart by any willful and vniantnn nr naaliaant or arncc negligent acts or omission of Contractor, any subcontractor, any person or organization directly or indirectly employed by any of them to perform or furnish any of the work or anyone for whose acts any of them may be liable, regardless of whether or not it is caused in part by a party indemnified hereunder or arises by or is imposed by Law and Regulations regardless of the negligence of any such party. .'. Av°LwLwM�".T vvw VIL v T The fviivwing dvCiiilientS Sl11 by this refeieilce, lb- coflsiraered pari 6i` Lnis Contract: Instructions to Proposers; All Addendums; Contract Agreement; Proposal; Detailed Specifications; Qualification Statement; Public Entity Crime Form; Affidavits and Forms; Insurance Certificates 8. INSURANCE The Contractor shall secure and maintain throughout the duration of this Agreement, insurance of such type and in such amounts necessary to protect its interest and the interest of the City against hazards or risks of loss as specified below. The underwriter of such insurance shall be qualified to do business in Florida, be rated AB or better, and have agents upon whom service of process may be made in the State of Florida. The insurance coverage shall be primary insurance with respect to the City, its officials, employees, agents and volunteers. Any insurance maintained by the City shall be in excess of the Contractor's insurance and shall not contribute to the Contractor's insurance. The insurance coverages shall include a minimum of: 8.1 Worker's Compensation and Employer's Liability Insurance. Coverage to apply for all employees for statutory limits as required by applicable State and Federal laws. The policy (ies) must include Employer's Liability with minimum limits of $500,000.00 each accident. 8.2 Comprehensive Automobile and Vehicle Liability Insurance This insurance shall be written in comprehensive form and shall protect the Contractor and the City against claims for injuries to members of the public and /or damages to property of others arising from the Contractor's use of motor vehicles or any other equipment and shall cover operation with respect to onsite and offsite operations and insurance coverage shall extend to any motor vehicles or other equipment irrespective of whether the same is owned, non - owned, or hired. The limit of liability shall not be less than $1,000,000.00 per occurrence, combined single limit for Bodily Injury Liability and Property Damage Liability. Coverage must be afforded on a form no more restrictive that the latest edition of the Business Automobile Liability Policy, without restrictive endorsement, as filed by the Insurance Services Office. 8.3 Commercial General Liability This insurance shall be written in comprehensive form and shall protect the Contractor and the City against claims arising from injuries to members of the public or damage to property of others arising out of any act or omission to act of the Contractor or any of its agents, employees, or subcontractors. The limit of liability shall not be less than $1,000,000.00 per occurrence, combined single limit for Bodily Injury Liability and Property Damage Liability. Coverage must be afforded on a form no more restrictive than the latest edition of the Commercial General Liability Policy, without restrictive endorsements, as filed by the Insurance Services Office, and must include: (1) Premises and /or Operations; (2) Independent contractors and Products and /or completed Operations; (3) Broad Form Property Damage, Personal Injury and a Contractual Liability Endorsement, including any hold harmless and /or indemnification agreement. 8.4 Certificate of Insurance Contractor shall provide the City Manager with Certificates of Insurance for all required policies. The Certificates of Insurance shall not only name the types of policy(ies) provided, but also shall refer specifically to this Agreement and shall state that such insurance is as required by this Agreement. The City reserves the right to require the Contractor to provide a certified copy of such policies, upon written request by the City. If a policy is due to expire prior to the completion of the services, renewal Certificates of Insurance or policies shall be furnished thirty (30) calendar days prior to the date of their policy expiration. Each policy certificate shall be endorsed with a provision that not less than thirty (30) calendar days' written notice shall be provided to the City before any policy or coverage is cancelled or restricted. Acceptance of the Certificate(s) is subject to approval of the City Manager. 8.5 Additional Insured The City is to be specifically included as an Additional Insured for the liability of the City resulting from operations performed by or on behalf of Contractor in performance of this Agreement. Contractor's insurance, including that applicable to the City as an Additional Insured, shall apply on a primary basis and any other insurance maintained by the City shall be in excess of and shall not contribute to Contractor's insurance. Contractor's insurance shall contain a severability of interest provision providing that, except with respect to the total limits of liability, the insurance shall apply to each Insured or Additional Insured in the same manner as if separate policies had been issued to each. All deductibles or self- insured retentions must be declared to and be approved by the City Manager. The Contractor shall be responsible for the payment of any deductible or self- insured retention in the event of any claim. ASSIGNMENT AND AMENDMENT No assignment by the Contractor of this Agreement or any part of it, or any monies due or to become due, shall be made, nor shall the Contractor hire a subcontractor to perform its duties under this Agreement without prior written approval of the City. This. Agreement may only be amended, by the parties, with the same formalities as this Agreement. 10. TERMINATION 10.1 Either party may terminate this Agreement without cause upon 30 days written notice to the other party. 10.2 Upon notice of such termination, the City shall determine the amounts due to the Contractor for services performed up to the date of termination. The Contractor shall not be entitled to payment of any lost profits or for Work performed after the date of termination. 10.3 After receipt of a notice of termination, and except as otherwise directed, the Contractor shall stop all Work under this Agreement, and shall do so on the date specified in the notice of termination. 10.4 The City may terminate this Agreement upon five (5) days written notice if the Contractor defaults on any material term of this Agreement. 11. GOVERNING LAW The law of the State of Florida shall govern the contract between the City of South Miami and the successful proposer and any action shall be brought in Miami -Dade County, Florida. In the event of litigation to settle issues arising hereunder, the prevailing party in such litigation shall be entitled to recover against the other party its costs and expenses, including reasonable attorney fees, which shall include any fees and costs attributable to appellate proceedings arising on and of such litigation. 12. ACCESS TO PUBLIC RECORDS The Contractor shall comply with the applicable provisions of Chapter 119, Florida Statutes. The City shall have the right to immediately terminate this Agreement for the refusal by the Contractor to comply with Chapter 119, Florida Statutes. The Contractor shall retain all records associated with this Agreement for a period of three (3) years from the date of Termination. 13. - INSPECTION AND AUDIT During the term of this Agreement and for three (3) years from the date of termination the Contractor shall allow City representatives access, during reasonable business hours, to Contractor's and, if applicable, subcontractor's records related to this Agreement for the purposes of inspection or audit of such records. If upon audit of such records, the City determines the Contractor was paid for services not performed, upon receipt of written demand by the City, the Contractor shall remit such payments to the City. 14. SEVERABILITY If a term, provision, covenant, contract or condition of this contract is held to be void, invalid, or unenforceable, the same shall not affect any other portion of this Agreement and the remainder shall be effective as though every term, provision, covenant, contract or condition had not been contained herein. 15. WAIVER OF JURY TRIAL The parties irrevocably, knowingly agree to waive their rights to a trial by jury in any action to enforce the terms or conditions of this Agreement. 16. COUNTERPARTS This Agreement may be signed in one or more counterparts, each of which when executed shall be deemed an original and together shall constitute one and the same instrument. 17. INDEPENDENT CONTRACTOR It is expressly agreed and understood that the Contractor shall be in all respects an independent contractor as to Work, and that Contractor is in no respect an agent, servant or employee of the City . Accordingly, Contractor shall not attain, nor be entitled to, any rights or benefits of the City, nor any rights generally afforded classified or unclassified employees. Contractor further understands that Florida Worker's Compensation benefits available to employees of the City are not available to Contractor, and agrees to provide worker's compensation insurance for any employee or agent of Contractor rendering services to the City under this Agreement. All employees and subcontractors of the Contractor shall be considered to be, at all times, the sole employees or contractors of Contractor, under its sole discretion and not an employee, contractor or agent of the City. 18. ACCIDENT PREVENTION AND REGULATIONS Precautions shall be exercised at all times for the protection of persons and property. The Contractor and subcontractors shall conform to all OSHA, Federal, State, County and City regulations while performing under the terms and conditions of this Agreement. Any fines levied by the above - mentioned authorities, because of inadequacies to comply with these requirements, shall be borne solely by Contractor responsible for same. 19. BACKGROUND CHECKS The Contractor will be responsible for maintaining current background checks on all employees and subcontractor employees involved in the performance of this Work. Background checks must be performed prior to the performance of any Work by the employee under this Agreement. Written verification of any background checks must be provided to the City at the request of the City Manager. 20. LAWS. RULES & REGULATIONS Contractor shall be held responsible for any violation of laws, rules, regulations or ordinances affecting in any way the conduct of all persons engaged in or the materials or methods used by him, on the Work. Contractor shall give all notices and comply with all laws, ordinances, rules, regulations and orders of any public authority bearing on the performance of the Work under this Agreement. Contractor shall secure all permits, fees, licenses, and inspections necessary for the execution of the Work, and upon termination of this Agreement for any reason, Contractor shall transfer such permits, if any, and if allowed by law, to the City. 21. POLICY OF NON - DISCRIMINATION The Contractor shall comply with all federal, state and local laws and ordinances applicable to the work or payment for work and shall not discriminate on the grounds of race, color, religion, sex, age, marital status, national origin, physical or mental disability in the performance of work under this Agreement. 22. NON - WAIVER The approval, and /or acceptance of any part of the Work by the City shall not operate as a waiver by City of any other terms and conditions of the Agreement. 23. NOTICES Whenever any party is required to give or deliver any notice to any other party, or desires to do so, such notices shall be sent via certified mail or hand delivery to: City : CITY OF SOUTH MIAMI 6130 Sunset Drive South Miami, FL 33189 Contractor: Wilesmith Advertising I Design Attention: Maria M. Menendez, City Clerk IN WITNESS WHEREOF the parties hereto have executed this agreement on the day and date first above written. Attest: By: CITY OF SOUTH MIAMI Maria M. Menendez, City Clerk Bv: City Attorney Signed, sealed and witnessed in the presence of: By: M Steven Alexander— City Manager City Resolution # CONTRACTOR: Wilesmith Advertising I Design 0 ( *) In the event that the Contractor is a corporation, there shall be attached to each counterpart a certified copy of a resolution of the board of the corporation, authorizing the officer who signs the contract to do so in its behalf. 'V%/LFSM1-TFH ADVERTISING I DESIGN The contractor acknowledges the Terms of Agreement as per section 3.4 of RFQ F" PWQ2013-1 Q. U g & Design 319 Clernatis Street, Suite Tt 0 West P;afrr, Beach, Ronda 33401 56 La 9196 fax 56,1 935.0 � ) a, e, REFERENCE CHECK: Prepared by: Purchasing Department, City of South Miami CITY BRANDING AND DESIGN SERVICES VENDOR: WILESMITH ADVERTISING DATE: 5/16/13 REFERENCE: City of Tavares. Fl. CONTACT: Joyce Ross, PR Director: 352/742 -6264 1. How is the vendors quality of work? Excellent. Through the program, the City has recreated themselves. 2. Did the vendor accomplish your goals and objectives? Was not employed during the development. Came on board to deploy the program. Wilesmith engaged the community to determine what the residents wanted (approx 13,000). Brought ideas that everyone bought into. 3. Was the project completed within the established timeframes? Yes, all timeframes were met. 1 4. Describe the vendors communication and responsiveness. Excellent!! Very responsive. 5. Did the vendor provide suggestions or alternatives to your established scope /goals, etc.? Deliverables were fuzzy, but it was not Wilesmith's fault. Worked with staff and community to develop strategy. 6. How did the vendor perform in relation to your budget and what was the size of your budget? On target. Budget was $75K. 7. What was the project scope? As listed in proposal. Some points: • Key is your committee; either staff or from community. • involve the community fvr success. • Will guide you if you have a "good" committee to work with. • The City trademarked everything. Including the tag line. • After their work, presented "One" logo to the Committee and then to Commission. • Come up with something that pulls SM out of the pack. Make the look distinctive! • Dev. Way finding signs. Worked with committee, committee did not know of FDOT changes, did not comply with new regulations. • City Mgr declared the Brand Standard Manual was to be no deviations. It is the bible! 2 REFERENCE CHECK: Prepared by: Purchasing Department, City of South Miami CITY BRANDING AND DESIGN SERVICES VENDOR: WILESMITH ADVERTISING DATE: 5/16/13 REFERENCE: Palm Beach County, FL., Visitors Bureau CONTACT: Shirley Talbert, VP Marketing; 561/233 -3000 x3055 1. How is the vendors quality of work? Excellent. Highly recommend them. 2. Did the vendor accomplish your goals and objectives? Yes. 3. Was the project completed within the established timeframes? Yes, on target. 4. Describe the vendors communication and responsiveness. Hands on, very responsive. The president of the firm is an excellent writer. 1 C 5. Did the vendor provide suggestions or alternatives to your established scope /goals, etc.? Yes. Their task is to promote tourism. Came up with alternative designs; developing luggage tags they are marketing as a gift set. 6. How did the vendor perform in relation to your budget and what was the size of your budget? On target. Budget is $25K. 7. What was the project scope? As listed in proposal. The program was in two phases. Phase I, they were brought in as a subcontractor. Now they work direct with the authority for creative work; a 3 -year contract. M ,M7 EN- 31-May-13 RFQ #PW- Q2013 -1 City Branding & Desing Services RFQ Selection Committee: Scored and Ranked Top 3 For Interviews Committee Wilesmith Advertising tga design Matrix 2 A. Riverol 100 98 96 K. Barkett 97 98 96 C. Brimo 94 91 90 TOTAL 291 287 282 RANK 1 2 3 Evaluation Scoring Sheet RFQ Title: City randing & Design Services RFQ No.: PW -Q- 2013 -01 Purchasing Division 6130 Sunset Drive South Miami, Florida 33143 (305) 663 -6339 Fax: (305) 667 -7806 www.southmiamifl.gov DIRECTIONS: Please score each firm, for each specific criteria provided. Scoring is based on each criteria listed below with a maximum score for each criteria. The total score for each proposer is calculated by adding each criteria for a total score by proposer. The maximum score total score for each proposer is 100 points. Reviewed by (Print Name) .� Date: 1 ..:. ure) PROPOSER QUALIFICATION: Each proposer shall give a description of the firm, including the size, range of activities, and the number of years with relative experience with governmental accounts. Particular '1:�{ �. } j 1'� emphasis should be given as to how 1 La C J the firm -wide experience and A. ` expertise in this type of project will be brought to bear on the proposed project. The firm should also submit proof of insurance as a part ofthe qualifications portion of their proposal. (MAX 40 Points) SCOPE OF SERVICES: Each proposer will be evaluated on their approach on how the scope of services will be met and the operational plan. A work plan including an explanation of 1 '� `'sL� (� 1 B. methodology to be followed to perform the services required in the proposal. Information regarding the level of staff to be assigned to contract must also be included. (MAX 30 Points) REFERENCES (Relevant Experience): As part of the proposal evaluation process, the City will conduct an investigation of references, including a C. record check or consumer reviews and complaints. Proposer's submission of a proposal constitutes acknowledgment of the process and consent to investigate. The City is the sole judge in determining Proposers qualifications. (Max 30 Points) Reviewed by (Print Name) .� Date: 1 ..:. ure) Evaluation Scoring Sheet RFQ Title: City Branding & Design Services RFQ No.: PW -Q- 2013 -01 Purchasing Division 6130 Sunset Drive South Miami, Florida 33143 (305) 663 -6339 Fax: (305) 667 -7806 www.southmiamifl.gov DIRECTIONS: Please score each firm, for each specific criteria provided. Scoring is based on each criteria listed below with a maximum score for each criteria. The total score for each proposer is calculated by adding each criteria for a total score by proposer. The maximum score total score for each proposer is 100 points. V51 (0 5 2r (cam) L? `f') !f j qo q4 Reviewed by.- Date: 3 3 �-- — -- (Print Name) �7 PROPOSER QUALIFICATION: Each proposer shall give a description of the firm, including the size, range of activities, and the number of years r�b '3".1� 3(� 3 �• �j with relative experience with governmental accounts. Particular A emphasis should be given as to how the firm -wide experience and expertise in this type of project will be brought to bear on the proposed project. The firm should also submit proof of insurance as a part of the qualifications portion of their proposal. (MAX 40 Points) SCOPE OF SERVICES: Each proposer will be evaluated on their on approach how the scope of services will be met and the operational plan. A work plan including an explanation of B. methodology to be followed to perform the services required in the proposal. information regarding the level of staff to be assigned to contract must also be included. (MAX 30 Points) REFERENCES (Relevant Experience): As part of the proposal evaluation process, the City will conduct an investigation of references, including a record check or consumer reviews and C. complaints. Proposer's submission of a proposal constitutes acknowledgment of the process and consent to investigate. The City is the sole judge in determining Proposers qualifications. (Max 30 Points) V51 (0 5 2r (cam) L? `f') !f j qo q4 Reviewed by.- Date: 3 3 �-- — -- (Print Name) �7 RFQ Title: RFQ No.: Evaluation Scoring Sheet City Branding & Design Services PW -Q- 2013 -01 Purchasing Division 6130 Sunset Drive South Miami, Florida 33143 (305) 663 -6339 Fax: (305) 667 -7806 www.southmiamifl.gov DIRECTIONS: Please score each firm, for each specific criteria provided. Scoring is based on each criteria listed below with a maximum score for each criteria. The total score for each proposer is calculated by adding each criteria for a total score by proposer. The maximum score total score for each proposer is 100 points. ,rte Reviewed by: �t/�Ll�• j��j��£ ��%L -- Jai . - `'r Date: c _ (Print Name) (Signat �) PROPOSER QUALIFICATION: Each proposer shall give a description of the firm, including the size, range of activities, and the number of years governmental accounts. Particular A emphasis should be given as to how the firm -wide experience and expertise in this type of project will be brought to bear on the proposed project. The firm should also submit proof of insurance as a part of the qualifications portion of their propo sai (MAX nn Points,' i 9 ! '% - §7 V 2 S � 3� SCOPE OF SERVICES: Each proposer will be evaluated on their approach on how the scope of services will be met and the operational plan. A work plan including an explanation of B. methodology to be followed to perform the services required in the proposal. Information regarding the level of staff to be assigned to contract must also be included. (MAX q 2 cf 2.. C 2 q Z/ a s 30 Points) / Z REFERENCES (Relevant Experience): As part of the proposal evaluation process, the City will conduct an investigation of references, including a - -- — " record check or consumer reviews and C. complaints. Proposer's submission of a proposal constitutes acknowledgment of the process and consent to investigate. The City is the sole judge in determining Proposers 30 3o qualifications. (Max 30 Points) 30 ,rte Reviewed by: �t/�Ll�• j��j��£ ��%L -- Jai . - `'r Date: c _ (Print Name) (Signat �) Detail by Entity Name Page 1 of 3 Home Contact Us E- Filing Services Document Searches Forms Help No No Name Entity Name Search Events History FSearch j Return to Search Results Detail by Entity Name LESMITH ADVERTISING & DESIGN, INC. ment Number IN Number Filed or Country P99000049101 650925828 06/01/1999 FL ACTIVE 19 CLEMATIS ST. U1TE 710 /EST PALM BEACH, FL 33401 hanged: 09/28/2001 flailing. Address 19 CLEMATIS ST. UITE 710 /EST PALM BEACH, FL 33401 hanged: 09/28/2001 zegistered Agent Name & Add RAMS, DANIEL J 645 PALM BEACH BLVD. STE. 1050 VEST PALM BEACH, FL 33401 ame & Address itle SDVT /ILESMITH, MARGARET 19 CLEMATIS ST., SUITE 710 /EST PALM BEACH, FL 33401 http : / /search. sunbiz. org/ Inquiry/ CorporationSearch /SearchResultDetail /Entity... 5/9/2413 Detail by Entity Name 119 LESMITH, MARGARET 9 CLEMATIS ST., SUITE 710 .ST PALM BEACH, FL 33401 Report Year Filed Date 2011 01/11/2011 2012 02/09/2012 2013 04/29/2013 Page 2 of 3 04/29/2013 -- AN NULL REPORT F View image in PDF format 02/09/2012 -- ANNUAL REPORT I View image in PDF _TorWat_ 01/11/2011 --ANNUAL REPORT, View image in PDF format 03/15/2010 -- ANNUAL REPORT View image in PDF format 03124/2009 --ANNUAL REPORT View image in PDF format 03/20/2008 -- ANNUAL REPORT view image In PDF format 04109/2007 --ANNUAL REPORT in PDF format 03/02/2006 ANNUAL REPORT[ View image in PDF f®r�7nat 01/31/2005 ANNUAL REPORT View image in PDF format 01/16/2004 ANNUAL REPORT - ----- View image in PDF format 03103/2003 ANNUAL REPORT j View image in PDF format 04101/2002 --ANNUAL REPORT I View image in PDF format 02/02/2001 ANNUAL REPORT Yiew image in PDF forma 03/02/2000 ANNUAL REPORT[ View image in PDF format 06/01/1999 Domestic Profit imaae in PDF format No No Name Events History Return to Search Results Entity Name Search [Aarch Home I Contact us I Document Searches I E-Filing Services I Forms I Help I Copyright Q and Privacy Policies State of Florida, Department of State http://search.sunbiz.org/lnquiry/Corpc)rationSearchISearchResultDotaillEntity... 5/9/2013 2013 FLORIDA PROFIT CORPORATION ANNUAL REPORT DOCUMENT# P99000049101 Entity Name: WILESMITH ADVERTISING & DESIGN, INC. Current Principal Place of Business: 319 CLEMATIS ST. SUITE 710 WEST PALM BEACH, FL 33401 Current Mailing Address: 319 CLEMATIS ST. SUITE 710 WEST PALM BEACH, FL 33401 FEI Number: 65- 0925828 Name and Address of Current Registered Agent: BRAMS, DANIEL J 1645 PALM BEACH BLVD. STE. 1050 WEST PALM BEACH, FL 33401 US FILED Apr 29, 2013 Secretary of State Certificate of Status Desired: No The above named entity submits this statement for the purpose of changing its registered office or registered agent, or both, in the State of Florida. SIGNATURE: Electronic Signature of Registered Agent Date Officer /Director Detail Detail Title SDVT Name WILESMITH, MARGARET Address 319 CLEMATIS ST., SUITE 710 City- State -Zip: WEST PALM BEACH FL 33401 Title P Name WILESMITH, MARGARET Address 319 CLEMATIS ST., SUITE 710 City- State -Zip: WEST PALM BEACH FL 33401 I hereby certify that the information indicated on this report or supplemental report is true and accurate and that my electronic signature shall have the same legal affect as if made under oath; that 1 am an officer or director of the corporation or the receiver or trustee empowered to execute this report as required by Chapter 607, Florida Slatutes; and that my name appears above, or on an attachment with all other like empowered. SIGNATURE. MARGARET WILESMITH PRESIDENT /CEO 04/29/2013 Electronic Signature of Signing Officer /Director Detail Date MIAMI DAILY BUSINESS REVIEW Published Daily except Saturday. Sunday and Legal Holidays Miami, Miami -Dade County, Florida STATE OF FLORIDA COUNTY OF MIAMI -DADE: Before the undersigned authority personally appeared O.V. FERBEYRE, who on oath says that he or she is the VICE PRESIDENT, Legal Notices of the Miami Daily Business Review f /Wa Miami Review, a daily (except Saturday, Sunday and Legal Holidays) newspaper, published at Miami in Miami -Dade County, Florida; that the attached copy of advertisement, being a Legal Advertisement of Notice in the matter of CITY OF SOUTH MIAMI RFC! # PW- 02013 =01 in the XXXX Court, was published in said newspaper in the issues of 04/19/2013 Affiant further says that the said Miami Daily Business Review is a newspaper published at Miami in said Miami -Dade County, Floilda and that 'the said newspaper has heretofore been continuously published in said Miami -Dade County Florida, each day (except Saturday, Sunday and Legal Holidays) and has been entered as second class mail matter at the post office in Miami in said Miami -Dade County; Florida, for a period of one year next preceding the first publication of the attached copy of advertisement; and affiant further says that he or she has neither paid nor promised any person, firm or corporation any discount, rebate, commission or refund for the purpose of securing tl is advertis t for publication in the said nowSpaperC ./t Sworn to and subscribed before me this 19 day of APRIL , A.D. 2013 (SEAL) O.V. FERBEYRE personally known to me a _ Nola dbb5 ry P Wic Mate of Florida ;a Q Cheryl H Marmer {{S o' My Commission EF 189528 R Expires 0711812016 'P Member Name City of South Miami Bid Number RFQ- RFQ #PW- Q2013- 01- 0- 2013/SK REQUEST FOR QUALIFICATIONS RFQ #PW- Q2013 -01 City Branding Design Bid Name & Services 4 Document(s) found for this bid 15 Planholder(s) found. Supplier Name Address 1 Address 2 City Stat e Zip Phone Fax Attributes A2Z Sales 400 Travis Road Toledo Toledo OH 11735 8007461218 8007461216 1. Hispanic Owned ABC Imaging 3800 NE 2nd Avenue Miami FL 33137 7864977540 7864977543 Acolite Claude United Sign Co., Inc. 540 West 83 Street Hialeah FL 33014 3053623333 3058197777 Ambit Advertising and Public Relations 2601 East Oakland Park Blvd. Suite 301 Fort Lauderdale FL 33306 9545682100 9545682888 Aqua 111 Second Ave. N.E. Suite 1007 St. Petersburg FL 33701 7276874670 7273199611 Benjamin Solutions Group / Orange Theory 7600 Bryan Dairy Road Suite B Largo FL 33777 8009743110 8009714291 1. African American Owned 2. Small Business GOLD & Associates 6000 -C Sawgrass Village Circle Ponte Vedra Beach FL 32082 9042855669 9042851579 McGladrey 100 NE 3rd Ave Suite 300 Fort Lauderdale FL 33301 9544626300 9544498008 Miller Legg 5747 N Andrews Way Fort Lauderdale FL 1 33309 9544367000 9544368664 Onvia, Inc. - Content Department 509 Olive Way, Suite 400 Seattle WA 1 98101 2063739500 8882637801 Quest Corporation of America 3837 Northdale Boulevard #242 Tampa FL 33624 8139262942 8139262962 Quest Corporation of America, Inc. 3837 Northdale Boulevard, Suite 242 Tampa FL 33624 8139262-942 8139262962 1. Woman Owned R.j. Behar & Company, Inc 6861 Sw 196th Avenue, Suite 302 Pembroke Pines JFL 1 3332 9546807771 9546807781 1. Hispanic Owned 2. Small Business Strategic Advisory Group 3848 Saint Annes Ct. Duluth GA 1 30096 6785840705 6785840706 The Weinbach Group, Inc. 17301 SW 57th Court ISuite 550 IMiami IFIL 1 33143 11 3056680070 31 SEE&3M it