17ix
2001
Responses Received
An RFP notice was posted and forwarded to over 50 planning consultant firms in Florida. At the deadline
date of February 11, 2011 a total of eight firms responded. Attached is the official Bid Opening Report.
The firm of LaRue Planning and Management Services, Inc. provided the lowest bid. Attached is a copy
of their proposal to provide professional services.
Selection Procedure
The City's Selection Advisory Committee consisted of the City's Planning and Zoning Department which
evaluated all proposals and used the evaluation criteria within the evaluation and selection section of the
RFP. The department found that Larue Planning and Management Services, Inc., should be
recommended. LaRue demonstrated an understanding of the City's requirements and plans and provided
proper professional qualifications and related experience of the persons assigned to the City's EAR
engagement; firm experience and references; the size and organizational structure of Larne Planning and
Management; and, provided the lowest cost proposal of the eight submitted proposal. Also, it is important
to note that the firm being recommended has considerable experience working on Evaluation and
Appraisal Reports in several Florida municipalities and counties. In. addition in 2010 the firm completed a
major housing study and report under contract to the South Miami Community Redevelopment Agency.
Attached is an e -mail from the Planning and Zoning Director confirming the selection.
Cost
$16,500 for FY 2010 -2011; and $13,500 for FY 2011 -2012.
Funding Source
Planning and Zoning Department, Account No. 01- 1620 -524 -3450, Contractual Services,
(current FY unencumbered balance $20,170).
Recommendation
It is recommended that the attached resolution be approved which authorizes the City Manager to enter
into a contract with LaRue Planning and Management Services, Inc. for the purposes of providing
consultant services to the Planning and Zoning Department to assist in the preparation of the 2012
Comprehensive Plan Evaluation and Appraisal Report (EAR).
Backup Documentation:
Proposed Resolution
Bid Opening Report
E -mail selecting EAR Consulting firm - LARue
RFP No. SM- FN- 2011 -12,
Proposal -LaRue Planning and Management Services, Inc.
LCWSAY
XAComm Items\2011 \3 -1 -11 \EAR Consultants - Contract CM Report.doc
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RESOLUTION NO.
A Resolution of the Mayor and City Commission of the City of South Miami, Florida
authorizing the City Manager to enter into a contract with LaRue Planning and
Management Services, Inc. for the purposes of providing consultant services to the Planning
and Zoning Department to assist in the preparation of the 2012 Comprehensive Plan
Evaluation and Appraisal Report (EAR) in the amount of $30,000 total for FY 2010 -2011
and FY 2011 -2012; the selection of the firm is a result of a competitively sealed Request for
Proposal, RFP No. SM -FN 2011 -02; funding for the contract shall come from the Planning
and Zoning Department Account No. 001 -1620- 524 -3450 (Contractual Services); and
providing an effective date.
WHEREAS, the City of South Miami is required to submit to the State of Florida by
September 30, 2012 an Evaluation and Appraisal Report on its Comprehensive Plan; and
WHEREAS, the data collection, research and documentation needed for the preparation
of the Evaluation and Appraisal Report requires that the Planning and Zoning Department be
temporarily supplemented by professional consultant personnel ; and
WHEREAS, in January, 2011 the City issued RFP No. SM -FN- 2011 -12, a Request For
Proposals (RFP) for consulting services to the Planning and Zoning Department in order to
supplement the Department in preparing the 2012 Comprehensive Plan Evaluation and Appraisal
Report (EAR).; and
WHEREAS, on February 11, 2011 eight planning consultant firms responded to the RFP
to assist the Planning and Zoning Department in preparing the Comprehensive Plan Evaluation
and Appraisal Report; and
WHEREAS, an Administrative Committee reviewed each proposal and recommended to
the City Manager that LaRue Planning and Management Services, Inc. be selected based upon
their submission being the lowest cost estimate and being most responsive to the needs specified
in the RFP; and
WHEREAS, the cost of the consultant services to the Planning and Zoning Department
to assist in the preparation of the 2012 Comprehensive Plan Evaluation and Appraisal Report
(EAR) will be $16,500 for FY 2010 -2011 and $13,500 for FY 2011 -2012, with a total contract
cost of $30,000 extended through both fiscal years; and
WHEREAS, the City Manager is requesting authorization to contract with LaRue
Planning and Management Services, Inc in the amount of $16, 500 for FY 2010 -2011 for the
provision of professional services to assist the Planning and Zoning Department in preparing the
Comprehensive Plan Evaluation and Appraisal Report; and
WHEREAS, funding for the contract in FY 2010 -2011 Budget shall come from the
Planning and Zoning Department Account No. 001 -1620 -524 -3450 (Contractual Services).
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2
NOW, THEREFORE, BE IT RESOLVED BY 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 LaRue Planning
and Management Services, Inc., in the amount of $16,500 for the provision of professional
services to assist the Planning and Zoning Department in preparing the 2012 Comprehensive
Plan Evaluation and Appraisal Report.
Section 2. Funding for the contract in FY 2010 -2011 Budget shall come from the
Planning and Zoning Department Account No. 001 -1620 -524 -3450 (Contractual Services).
which has a current FY unencumbered balance of $20,170.
Section 3: This resolution shall be effective immediately upon approval.
PASSED AND ADOPTED this _ day of , 2011
ATTEST: APPROVED:
CITY CLERK
READ AND APPROVED AS TO FORM
AND SUFFICIENCY:
CITY ATTORNEY
X:AComm Items\2011 \3- I- 11\EAR Consultant contract Reso.doc
MAYOR
Commission Vote:
Mayor Stoddard:
Vice Mayor Newman:
Commissioner Palmer:
Commissioner Beasley:
Commissioner Harris:
1t.
BID OPENING REPORT
v
RFQs were opened on: Friday, February 11, 2011
For: Evaluation & Appraisal Report (EAR) Consulting Services REP No. SM -FN 2011 -02
RFPs WERE RECEIVED FROM THE FOLLOWING COMPANIES: TOTAL:
1.
Calvin, Giordano & Associates, Inc.
$34,600:00
2.
The Corradino Group, Inc.
$34,000.00
3.
Florida International University
$35,000.00
4.
Iler Planning
$33,675.00
5.
Larue Planning & Management
$30,000.00
6.
The Mellgren Planning Group, Inc
$33,750.00
7.
NZ Consultants
$32,000.00
8.
Outlier Planning
$32,500.00
THE ABOVE PROPOSALS HAVE NOT BEEN CHECKED.
THE PROPOSALS ARE SUBJECT TO CORRECTION AFTER THE PROPOSALS HAVE BEEN
COMPLETELY REVIEWED.
City Clerk's Sign: /� Witness:_ Witness:
Page I of I
mzm���
From: Vageline, Thomas
Sent: Friday, February 18, 20119:36 AM
To: Velez, Pablo R
Cc: Youkilis, Sanford
Subject: Evaluation and Appraisal Report (EAR) Consulting Services RFP No. SM-FN 2011-02
Please be advised that we have reviewed the submittal from the eight firms responding to this RFP (copy
of Bid Opening Report attached).
The firm of Larue Planning & Management is the low bidder.
Their work is known to the City as being • excellent quality,
UIELME
2/24/2011
City of South Miami
REQUEST FOR PROPOSALS
The City of South Miami, Florida, hereinafter referred to as City, will receive sealed proposals.
The submittal, consisting of an original unbound proposal, ten (10) additional copies and one
(1) digital copy (in a CD, pdf format) to the Office of the City Clerk, South Miami City Hall,
6130 Sunset Drive, South Miami, Florida 33143, for furnishing the services described below:
CONSULTING EVALUATION & APPRAISAL REPORT (EAR)
-
• 1
Sealed Proposals must be received by the Office of the City Clerk, either by mail or hand
delivery, no later than 10:00 A.M. local time on Friday, February 11. 2011 and must be
clearly labeled with the above RFP title and number. A public opening will take place at 10:00
A.M. in the City Commission Chambers located at City Hall on the same date. Any Proposals
improperly labeled and /or received after 10:00 A.M. local time on said date will not be
accepted under any circumstances. Any uncertainty regarding the label and time a Proposal is
received shall be cause for rejection of the proposal and disqualification of the Proposer.
Proposals are subject to the attached Standard Terms and Conditions contained in the
complete bid package. Interested Proposers who wish to respond to this RFP can obtain the
complete bid package at the City Clerk's office Monday through Friday from 9:00 A.M. to 4:00
P.M. or can view the bid package on the City's website at:
www.cityofsouthmiami.net/index.php?src=gendocs&ref=BidPosting20 I O &category= RFPs -and-
Bids
The City reserves the right to reject any or all Proposals, to waive any informalities or
irregularities in any Proposals received, to re- advertise for Proposals, to award in whole or in
part to one or more Bidders, or take any other such actions that may be deemed to be in the
best interests of the City.
Pablo R. Velez, Esq.
Purchasing Manager
TABLE OF CONTENTS
BACKGROUND............................................................................................................ ..............................1
SCOPEAND PURPOSE ............................................................................................... ..............................2
GENERAL CONDITIONS & INFORMATION.. ............ - ............................................... ........................ 5
SUBMISSIONREQUIREMENTS ................................................................................ .............................13
EVALUATION AND SELECTION OF CONSULTANT .......................................... .............................15
PUBLIC ENTITY CRIMES AND CONFLICTS OF INTEREST...... ...................................................... 16
DRUGFREE WORKPLACE ........................................................................................ .............................19
BACKGROUND
Mal
The City of South Miami is seeking proposals for assisting the Planning and Zoning Department
in the preparation of the 2012 Evaluation and Appraisal Report (EAR) of the Comprehensive
Plan. The 2012 Evaluation and Appraisal Report (EAR) is due September 1, 2012.
Attached is the "Scope of Services" required to be performed by the selected consultant.
There are ten tasks to be performed over the next 20 months. The tasks will supplement the
City staff work. The EAR 2012 program will commence in Fiscal Year 2011 on March 1, 2011
and be completed during Fiscal Year 2012 by the date of September 30, 2012. The work
product to be sent to Department of Community Affairs (DCA) would be a master digital
(WORD) document including any figures and maps.
The City of South Miami has budgeted $17,500 in each of the two fiscal years for payments to a
selected consultant.
The City is inviting your agency to submit a proposal including qualifications and a fee estimate
for each task and a total services fee for both fiscal years.
EVALUATION & APPRAISAL REPORT (EAR) CONSULTING SERVICES RFQ SM -FN 2011-02 Page 1 of 21
SCOPE ! PURPOSE
In order to ensure that the City of South Miami meets the required Department of Community
Affairs submittal date of September 1, 2012 the consultant shall begin the initial issue
identification process on March 1, 2011 All efforts associated with this task will be performed
in support of the identification of critical and major issues facing the City. These issues may
range anywhere from quality -of -life, including urban services, congestion and parks,
development/redevelopment and community revitalization, environmental issues, and /or
housing.
The consultant will meet with key City staff and officials to gather input on major issues
affecting the City. In addition, our team will conduct a minimum of two public workshops.
Other coordination efforts will include meetings with elected officials, appointed officials, City
staff, and other government agencies.
The purpose of the public workshops will be to discuss and receive public input on the key
local planning issues that will be addressed in the EAR. After the public workshops have been
held, the consultant will conduct an interagency scoping meeting with adjacent local
jurisdictions and State, regional and county agencies to receive their input on the key issues
that have been identified, and to identify additional issues that should be addressed. (Task I
Completion: on or before April 15, 201 1)
Throughout the EAR process, the consultant shall coordinate with the following:
City Commission
Local Planning Agency
Planning & Zoning Boards
City Staff
School Board
Chamber of Commerce
Homeowners' Associations
Builders' Associations
Civic Groups
Representatives of Adjacent Local Governments
Additional Agencies as Requested by City Staff
EVALUATION & APPRAISAL REPORT (EAR) CONSULTING SERVICES RFQ SM -FN 2011 -02 Page 2 of 21
The consultant shall conduct interagency coordination. The South Miami Planning and Zoning
Department will assist in conducting interagency scoping meetings. Agencies that will be
coordinated with during this task (and throughout the process) will include: Adjacent
municipalities, Miami -Dade County, Florida Department of Transportation, South Florida
Regional Planning Council, Department of Environmental Protection, South Florida Water
Management District, Miami -Dade County School Board, and Florida Department of
Community Affairs. The result of tasks I and 2 will be a compilation report that summarizes all
issues identified for further research and updating. This report will be submitted to City staff
for review and consideration, and the State of Florida in order to receive a Letter of
Understanding. Any and /or all of the issues identified in this task will be addressed in the EAR
document (see Task 4).Task 2 Completion: on or before June 15, 201 1)
TASK 3 - REVIEW AND EVALUATION OF THE COMPREHENSIVE PLAN
The purpose of this task is to perform a comprehensive review on an element -by- element basis
of the Plan in order to identify and evaluate successes or shortcomings in achieving the City's
goals, objectives and policies. This analysis and associated recommendations, will be
incorporated into the EAR document (Task 3 Completion: on or before August 15, 2011).
The purpose of this task is to develop and prepare, in coordination with City staff, the draft
Evaluation and Appraisal Report in accordance with Chapter 163, F.S. The issues identified in
Tasks I and 2 will be: described, analyzed, and evaluated for potential social, economic, and
environmental impacts. A series of Comprehensive Plan amendments to address these issues
will be recommended. In addition, the draft EAR will include:
Description of the process used to ensure public participation
Updated population estimates
Changes in Land Area
Vacant land for future development
Demands of growth on infrastructure
Location of development
Recommendations for amending the Future Land Use Map (FLUM)
Coordination of school locations, and an evaluation of successes and shortcomings in
coordinating residential development and public school capacity
List of changes needed in the comprehensive plan due to changes in state law, regional
plans and /or administrative rules
Other issues as may be required by City staff
EVALUATION & APPRAISAL REPORT (EAR) CONSULTING SERVICES RFQ SM -FN 2011-02 Page 3 of 21
The above elements shall comprise the I" draft of the EAR, to be submitted to City staff for
review and approval. Any comments or suggestions received from City staff will be addressed
prior to proceeding to Task 5. (Task 4 Completion: on or before October I, 2011).
TASK 5 - PUBLIC HEARINGS ON PROPOSED EAR
(Local Planning Agency and City Commission
The purpose of this task is to ensure that the public and all concerned stakeholders have an
opportunity to review and comment on the draft EAR. Any and /or all comments received
during this phase will be addressed prior to Task 6. (Task 5 Completion: on or before
February I, 2012)
TASK 6 - TRANSMITTAL OF DRAFT • THE DEPARTMENT •'-
COMMUNITY
The purpose of this task is to submit the EAR draft to DCA in order to obtain any possible
comments in advance of required adoption and submittal dates. (Task 6 Completion: on or
before April I, 2012)
TASK 7 - RESPONSE TO OBJECTIONS, RECOMMENDATIONS, AN
COMMENTS i
All objections, recommendations and comments will be reviewed and the draft EAR will be
revised accordingly (Task 10). (Task 7 Completion: on or before July 1, 2012)
.••
The purpose of this task is to revise the EAR according to comments received. These changes
will be incorporated within the EAR document and submitted to City staff for review and
approval (to be completed in thirty days).
Final hearing for adoption of Evaluation and Appraisal Report. Consultant shall be present and
responsive to direction from the City Commission.
Consultant The prepare the final report and provide it to th- City of Souls
Miami Completion: • • 1 on or before -• • 0
EVALUATION & APPRAISAL REPORT (EAR) CONSULTING SERVICES RFQ SM -FN 2011-02 Page 4 of 21
GENERAL CONDITIONS & • %
EVALUATION & APPRAISAL REPORT (EAR) CONSULTING SERVICES
1. Submission of Request for Proposals
Firms shall submit one (1) original unbound proposal, ten (10) additional copies and one
(1) digital copy.
Request for Proposals must be in conformance with the detailed submittal instructions
and must be delivered by mail, courier, or personal delivery by the time and date
indicated in the legal notice. RFP No. SM -FN 2011-02 EVALUATION &
APPRAISAL REPORT (EAR) CONSULTING SERVICES RESPONSES NOT
SUBMITTED BY THE DATE AND TIME SPECIFIED SHALL BE REFUSED.
The time indicated by the time clock in the City Clerk office is considered the official
time of receipt. No faxed or email RFP responses will be accepted.
RFPs may be submitted in person or by mail to the following address:
In Person /Courier /By Mail: South Miami City Hall Building
6130 Sunset Drive
South Miami, FL 33143
ATTN: CITY CLERK OFFICE
Upon submission, all documents become the property of the City of South Miami and
are subject to public records laws.
2. Rules, Regulations, Laws, Ordinances. & Licenses
The awarded firm shall observe and obey all laws, ordinances, rules, and regulations of
the federal, state, and local municipality, which may be applicable to the service being
provided. The awarded firm shall have or be responsible for obtaining all necessary
permits or licenses required in order to provide this service.
3. Requests for Additional Information or Questions
Any requests for additional information or clarification should be submitted in writing by
10:00 A. M. local time on Monday, February 7th, 201 1 to the attention of Pablo R.
Velez, Esq., CPPB, Purchasing Manager at pvelez@southmiamifl.gov or via facsimile at
(305) 667 -7806.
EVALUATION & APPRAISAL REPORT (EAR) CONSULTING SERVICES RFQ SM -FN 2011-02 Page 5 of 21
The issuance of a written addendum is the only official method whereby interpretation
and /or clarification of information can be given. If any addendums are issued to this
request for proposal, the City will notify all prospective firms via the City's website.
It shall be the responsibility of each Firm, prior to submitting the proposal, to contact
the Procurement Division to determine if addenda were issued and to acknowledge
such addenda on the Proposal.
4. Lobbying
All firms and their agents who intend to submit, or who have submitted, bids or
responses for the City of South Miami Evaluation & Appraisal Report (EAR) Consulting
Services are hereby placed on formal notice that neither City Commissioners,
candidates for City Commissioners, members of the Selection Advisory Committee
(SAC), nor any employee of the City of South Miami are to be lobbied either individually
or collectively concerning this City of South Miami Evaluation & Appraisal Report (EAR)
Consulting Services RFP.
Contact should only be made through regularly scheduled Commission meetings, SAC
meetings scheduled for interviews and /or negotiations, or meetings scheduled through
the Purchasing Division, which are for the purposes of obtaining additional or clarifying
information.
S. Reserves the Right
The City anticipates awarding one or more contract(s) for services as a result of this
Request for Proposals. The City, however, reserves the right to reject any and all
submitted Proposals and to further define or limit the scope of the award.
The City reserves the right to request additional information from Firms as deemed
necessary. Notice is also given of the possibility that an award may be made without
discussion or after limited negotiations. It is, therefore, important that all the parts of
the Request for Proposals be completed in all respects.
The City reserves the right to negotiate modifications to Proposals that it deems
acceptable, reject any and all RFP in its sole discretion, and to waive minor irregularities
in the procedures.
6. Contract Cancellation
The resulting contract may be canceled at any time by the City of South Miami for any
reason, upon a thirty (30) day written cancellation notice.
EVALUATION & APPRAISAL REPORT (EAR) CONSULTING SERVICES RFQ SM -FN 2011-02 Page 6 of 21
7. Ownership of Preliminary and Final Records
All preliminary and final documentation and records shall become and remain the sole
property of the City. The awarded firm shall maintain original documents thereof for its
records and for its future professional endeavors and provide reproducible copies to
the City. In the event of termination of the agreement, the proposing firm shall cease
work and deliver to the City all documents (including reports and all other data and
material prepared or obtained by the awarded firm in connection with the City of South
Miami Evaluation & Appraisal Report (EAR) Consulting Services RFP), as well as all
documents bearing the professional seal of the firm. The City shall, upon delivery of the
aforesaid documents, pay the firm and the firm shall accept as full payment for its
services there under, a sum of money equal to the percentage of the work done by the
firm and accepted as satisfactory to the City.
8. Indemnification
To the extent permitted by law (F.S. 768.28) the proposing firm shall indemnify and hold
harmless the City, its officers and employees, from liabilities, damages, losses and costs,
including, but not limited to, reasonable attorney's fees, to the extent caused by the
negligence, recklessness, or intentional wrongful misconduct of the proposing firm and
any persons employed or utilized by proposing firm in the performance of this contract.
9. Equal Employment
In accordance with Federal, State and Local law, the proposing firm will not discriminate
against any employee or applicant for employment because of race, color, ethnicity,
religion, sex, sexual orientation, national origin or handicap. The proposing firm will be
required to comply with all aspects of the Americans with Disabilities Act (ADA) during
the performance of this contract.
10. Insurance
10.1 Without limiting its liability, the proposing firm shall be required to procure and
maintain at its own expense during the life of the Contract, insurance of the types and in
the minimum amounts stated below as will protect the proposing firm, from claims
which may arise out of or result from the proposing firm's execution of a contract with
the City of South Miami for Evaluation & Appraisal Report (EAR) Consulting Services,
whether such execution by the Firm or by any sub - consultant, or by anyone directly or
indirectly employed by any of them or by anyone for whose acts any of them may be
liable.
EVALUATION & APPRAISAL REPORT (EAR) CONSULTING SERVICES RFQ S1\/1-FN 2011-02 Page 7 of 21
Workers' Compensation Insurance covering all employees meeting Statutory Limits in
compliance with all applicable state and federal laws. The policy must include Employer's
Liability with a minimum limit of $1,000,000.00 for each accident.
Comprehensive General Liability coverage shall have minimum limits of $1,000,000.00
per occurrence, combined single Limit for Bodily Injury Liability and Property Damage Liability.
This shall include Premises and /or Operations; Independent Contractors and Products and /or
Completed Operations; Broad Form Property Damage; and Contractual Liability Endorsement.
Business Vehicular Liability coverage shall have minimum limits of $1,000,000.00 per
occurrence. Combined Single Limit for Bodily Injury Liability, and Property Damage Liability:
This shall include Owned Vehicles, Hired and non -Owned Vehicles and Employees Non-
Ownership.
Professional Liability (errors and omissions) coverage shall have minimum limits of
$1,000,000.00 per occurrence with respect to negligent acts, errors or omissions in connection
with the professional services to be provided and any deductible not to exceed $50,000.00
each claim.
10.2 The City shall be listed as an Additional Insured on the General Liability
policy. In the event the insurance coverage expires prior to completion of the term for
City of South Miami Evaluation & Appraisal Report (EAR) Consulting Services contract,
a renewal certificate shall be issued 30 days prior to said expiration date. The policy
shall provide a 30 -day notification clause in the event of cancellation or modification to
the policy.
10.3 Unless otherwise specified, it shall be the responsibility of the proposing firm to
insure that all sub - consultants comply with the same insurance requirements herein. All
proposer certificates of insurance must be on file with and approved by the City before
the commencement of work activities. Waivers of subrogation shall also be provided
upon approval of the applicable insurers.
10.4 The proposing firm shall "flow down" the requirements of this provision to all sub -
consultants.
10.5 The limits of insurance required above must be retained throughout the term of
the contract. The proposing firm must notify the City immediately if any of the required
coverage limits are reduced due to claim activity or for any other reason.
10.6 Policies should be written on an "occurrence" basis.
EVALUATION & APPRAISAL REPORT (EAR) CONSULTING SERVICES RFQ SM -FN 2011-02 Page 8 of 21
1 1. Opening of Request for Proposals
Request for Proposals will be opened and evaluated after the final date and time set for
receipt. The City may request proposing firm(s) considered for award to make an oral
presentation to a selection board or to submit additional data.
12. Rejection of Proposals
The City reserves the right to reject any and all Request for Proposals. It also reserves
the right to waive any minor irregularities in connection with Request for Proposals.
13. Acceptance of Proposal
Within ninety (90) days after the final submission date for Request for Proposals, the
City will act upon them. The Successful Firm will be requested to enter into
negotiations to produce a contract for City of South Miami Evaluation & Appraisal
Report (EAR) Consulting Services. The City reserves the right to terminate negotiations
in the event it deems progress towards a contract to be insufficient.
14. Applicable Law
All applicable laws and regulations of the State of Florida and ordinances and regulations
of the City of South Miami will apply to any resulting agreement and venue for any
action arising out of any agreement and such right shall remain solely with the City.
15. Qualification of Proposing Firm
irm
Request for Proposals will be considered from firms normally engaged in providing the
services requested. The proposing Firm must demonstrate adequate experience,
organization, offices, equipment and personnel to ensure prompt and efficient service to
the City of South Miami. The City reserves the right, before recommending any award,
to inspect the offices and organization or to take any other action necessary to
determine ability to perform in accordance with the specifications, terms and
conditions. The City of South Miami will determine whether the evidence of ability to
perform is satisfactory and reserves the right to reject Request for Proposals where
evidence submitted, or investigation and evaluation, indicates inability of a firm to
perform.
EVALUATION & APPRAISAL REPORT (EAR) CONSULTING SERVICES RFQ SM -FN 2011 -02 Page 9 of 21
16. Designated Contact
The awarded firm shall appoint a person to act as a primary contact with the City of
South Miami. This person or back -up shall be readily available during normal work hours
by phone or in person, and shall be knowledgeable of the terms of the contract.
17. Deviations from Specifications
The awarded Firm shall clearly indicate, as applicable, all areas in which the services
proposed do not fully comply with the requirements of this Request for Proposal. The
decision as to whether an item fully complies with the stated requirements rests solely
with the City of South Miami.
18. Precedence of Conditions
The proposing Firm, by virtue of submitting a proposal, agrees that City's General
Provisions, Terms and Conditions herein will take precedence over any terms and
conditions submitted with the proposal, either appearing separately or included.
19. Proposal Withdrawal
After Request for Proposals are opened, corrections or modifications to Proposals are
not permitted, but the proposing firm may be permitted to withdraw an erroneous
proposal prior to the proposal award by City Commission, if the following is
established:
19.1 That the proposing firm acted in good faith in submitting the proposal;
19.2 That the error was not the result of gross negligence or willful inattention on the
part of the firm;
19.3 That the error was discovered and communicated to the City within twenty -four
(24) hours of proposal opening, along with a request for permission to withdraw
the proposal; or
19.4 The firm submits documentation and an explanation of how the proposal error was
made.
EVALUATION & APPRAISAL REPORT (EAR) CONSULTING SERVICES RFQ SN1 -FN 2011-02 Page 10 of 21
20. Public Entity Crimes
A person or affiliate who has been placed on the Convicted Vendors List following a
conviction for a public entity crime may not submit a proposal on a contract to provide
any services to a public entity, may not submit Request for Qualifications on leases of
real property to a public entity, and may not transact business with any public entity in
excess of the threshold amount provided in Section 287.017, for a period of 36 months
from the date of being placed on the Convicted Vendors List.
21. Contingent Fees Prohibited
The proposing firm must warrant that it has not employed or retained a company or
person, other than a bona fide employee, contractor or subcontractor, working in its
employ, to solicit or secure a contract with the CITY, and that it has not paid or agreed
to pay any person, company, corporation, individual or firm other than a bona fide
employee, contractor or sub - consultant, working in its employ, any fee, commission,
percentage, gift or other consideration contingent upon or resulting from the award or
making of a contract with the City.
22. City of South Miami Evaluation & Appraisal Report (EAR) Consulting Services Records
All records in any manner whatsoever assigned to the City of South Miami Evaluation &
Appraisal Report (EAR) Consulting Services, or any designated portion thereof which
are in the possession of the proposing firm or proposing firm's sub - consultants, shall be
made available, upon request by the CITY, for inspection and copying upon written
request of the CITY. Additionally, said records shall be made available, upon request by
the CITY to any state, federal or other regulatory authorities and any such authority
may review the same. Said records include, but are not limited to, all submittals,
correspondence, minutes, memoranda, tape recordings, videos, or other writings which
document and relate to the City of South Miami Evaluation & Appraisal Report (EAR)
Consulting Services. Said records expressly include those documents reflecting the time
expended by the proposing firm and its personnel in performing the obligations of this
Contract and the records of expenses incurred by the proposing firm in its performance
under said contract.
23. Auditable Records
The proposing firm shall maintain auditable records concerning the procurement
adequate to account for all receipts and expenditures, and to document compliance
with the specifications. These records shall be kept in accordance with generally
accepted accounting principles, and the City reserves the right to determine record -
keeping method in the event of non - conformity. These records shall be maintained for
EVALUATION & APPRAISAL REPORT (EAR) CONSULTING SERVICES RFQ SM -FN 2011-02 Page 11 of 21
five (5) years after final payment has been made and shall be readily available to City
personnel with reasonable notice, and to other persons in accordance with the Florida
Public Disclosure Statutes.
24. Unauthorized Aliens
The employment of unauthorized aliens by any firm is considered a violation of Federal
Law. If the Contractor knowingly employs unauthorized aliens, such violation shall be
cause for unilateral cancellation of any contract resulting from this RFP. This applies to
any sub - contractors used by the firm as well.
25. Waiver
Failure of the City to take any action with respect to any breach of any term, covenant,
provision or condition contained in the agreement, or any instance of default there
under by the awarded firm should not be deemed to be a waiver of any default or
breach by the City.
26. Attorney's Fees
Should it become necessary for the City to bring any action against the awarded firm to
enforce any of the covenants, provisions, terms or conditions of the agreement, the
awarded firm will pay all costs attendant thereto, including reasonable attorney's fees
for the City.
EVALUATION & APPRAISAL REPORT (EAR) CONSULTING SERVICES RFQ SM -FN 2011 -02 Page 12 of 21
SUBMISSION a
REPORT EVALUATION & APPRAISAL
It is imperative that the information submitted is precise, clear, and complete. All submittals
must be presented in an original unbound proposal, ten (10) additional copies on 8 1/2" x I I",
and one (1) digital copy (document in pdf format), tabbed for the following format (submittals
not conforming to this format may be disqualified from further consideration).
Request for Qualifications should include the requirements listed below. Submittals submitted
without meeting ALL the requirements may be considered non - responsive.
I. Format
Sections and subsections should correspond in sequence with those identified below. All
additional information that the Consultant believes is unique to a section and does not
fit the established outline may be included at the end of each section under a subheading
"Additional Information."
The following information shall be provided in the order detailed: failure to provide
any one part of this section without appropriate explanation may result in
disqualification of proposal.
a. Title Page - List the RFP subject, the name of the firm, address, telephone number,
email address, contact person and date.
b. Table of contents - Include a clear identification of the material included in the
submittal by page number.
c. Letter of Interest - Limit two (2) pages. Make a positive commitment to perform
the required work within a specified timeline, acknowledgement of receipt of
addenda. Give the name(s) of the person(s) who will be authorized to make
representation for the firm, their title, phone number and email address.
d. Qualifications and Experience
I. Provide a brief discussion of the firm's understanding and approach to
the work described herein.
2. A resume of the firm; and resumes of the individuals who will work on EAR
and a statement identifying the individual who will attend meetings and have
primary responsibility for City matters.
EVALUATION & APPRAISAL REPORT (EAR) CONSULTING SERVICES RFQ SNl -FN 2011-02 Page 13 of 21
3. The Evaluation & Appraisal Report (EAR) Consulting Service Firm shall be
expected to provide the following minimum services including, but not
limited to, the following:
a. Attendance at all meetings of the City Commission, including special and
emergency meetings, and all required committee, agency, board meetings;
4. Provide three (3) commitments your firm performed that involved services
similar to those detailed herein. Provide the schedule, cost and scope of
work. Provide references to the City of South Miami.
5. A minimum of 10 years experience in providing assistance and consultation
to local governments on Comprehensive Plans, EAR's and related
redevelopment activities in State of Florida;
6. Lead staff person must be American Institute of Certified Planners (AICP)
7. Provide resumes of staff that will be performing work.
e. Proposer's Certification and Non - Collusive Affidavit
f. The Evaluation & Appraisal Report (EAR) Consulting Services /Firm, whether an
individual or a law firm, will not be permitted to represent any client before the
Commission or any Committee, department or agency of the City, and will agree
not to undertake any other private representation which might create a conflict of
interest with the City. The Evaluation & Appraisal Report (EAR) Consulting Services
/Firm may not represent any Commission member, individually, or, any member of
their family or any business in which the Commission member or their family has an
interest.
g. All proposals received will be considered public records. The City will consider all
proposals using such criteria as the Commission may adopt at its sole discretion.
The EAR Consulting Services Firm selected will be required to enter into a formal
agreement with the City, prior to the execution of which the City shall reserve all
rights, including the right to change its selection.
h. Sworn Statement Under Section 287.133(3)(A), Florida Statutes, On Public Entity
Crimes.
i. Cost Proposal ® All proposals must be based on a flat total fee basis covering all
costs associated with accomplishing the required tasks.
EVALUATION & APPRAISAL REPORT (EAR) CONSULTING SERVICES RFQ SM -FN 2011 -02 Page 14 of 21
EVALUATION AND SELECTION OF CONSULTANT
EVALUATION & APPRAISAL REPORT (EAR) CONSULTING SERVICES
Qualifications shall be reviewed by the City's Selection Advisory Committee (SAC) or
such other committee. The committee determines and prepares a "shortlist" of the
highest ranked firms. The short - listing of firms shall be based on qualifications applicable
to the scope and nature of the services required by this request.
Determination shall include, but not be limited to, the following:
A. The proposer's demonstrated understanding of the City's requirements and
plans for meeting the same;
B. The professional qualifications and related experience of the persons assigned to
this contract;
C. The prior experience and references of the proposer;
D. The size and organizational structure of the proposer; and,
E. The cost proposal.
2. The committee may request that each short - listed firm make a presentation and be
available for an interview. All expenses, including travel expenses for interviews,
incurred in the preparation of the proposal shall be borne by the proposer. After
presentations and interviews have been completed, the proposers shall be ranked by the
Selection Advisory Committee.
3. The SAC will present the ranking to the City Manager for initial review and approval
followed by City Commission consideration and final approval.
4. The City will negotiate a Contract with the top ranked firm. Should the City be unable
to negotiate a satisfactory contract which is competitive, reasonable, and adequate,
negotiations with that firm shall terminate and the City shall proceed to negotiate a
contract with the next highest ranked firm; and, ultimately, should all such negotiations
fail, all proposals shall be rejected and this solicitation shall be re- issued.
EVALUATION & APPRAISAL REPORT (EAR) CONSULTING SERVICES RFQ SM -FN 2011-02 Page 15 of 21
PUBLIC • OF
EVALUATION & APPRAISAL REPORT (EAR) CONSULTING SERVICES
Pursuant to the provisions of Paragraph (2) (a) of Section 287.133, Florida State Statutes — "A
person or affiliate who has been placed on the convicted vendor list following a conviction for a
public entity crime may not submit a Bid on a Contract to provide any goods or services to a
public entity, may not submit a Bid on a Contract with a public entity for the construction or
repair of a public building or public work, may not submit bids on leases of real property to a
public entity, may not be awarded to perform Work as a Contractor, supplier, Subcontractor,
or Consultant under a Contract with any public entity, and may not transact business with any
public entity in excess of the threshold amount Category Two of Section 287.017, Florida
Statutes, for thirty six (36) months from the date of being placed on the convicted vendor list ".
The award of any contract hereunder is subject to the provisions of Chapter 112, Florida State
Statutes. BIDDERS must disclose with their Bids, the name of any officer, director, partner,
associate or agent who is also an officer or employee of the City of South Miami or its agencies.
SWORN STATEMENT PURSUANT TO SECTION 287.133 (3)(a),
FLORIDA STATUTES, ON PUBLIC ENTITY CRIMES
THIS FORM MUST BE SIGNED AND SWORN TO IN THE PRESENCE OF A NOTARY
PUBLIC OR OTHER OFFICIAL AUTHORIZED TO ADMINISTER OATHS.
I . This sworn statement is submitted to
for
[print name of the public entity]
[print individual's name and title]
[print name of entity submitting sworn statement]
whose business address is
and (if applicable) its Federal Employer Identification Number (FEIN) is
(If the entity has no FEIN, include the Social Security Number of the individual signing this
sworn statement:
EVALUATION & APPRAISAL REPORT (EAR) CONSULTING SERVICES RFQ SM -FN 2011-02 Page 16 of 21
2. 1 understand that a "public entity crime" as defined in Paragraph 287.133 (1)(g), Florida
Statutes, means a violation of any state or federal law by a person with respect to and
directly related to the transaction of business with any public entity or with an agency
or political subdivision of any other state or of the United States, including, but not
limited to , any bid or contract for goods or services to be provided to any public entity
or an agency or political subdivision of any other state or of the United States and
involving antitrust, fraud, theft, bribery, collusion, racketeering, conspiracy, or material
misrepresentation.
3. 1 understand that "convicted" or "conviction" as defined in Paragraph 287.133 (1)(b),
Florida Statutes, means a finding of guilt or a conviction of a public entity crime, with or
without an adjudication of guilt, in any federal or state trial court of record relating to
charges brought by indictment or information after July 1, 1989, as a result of a jury
verdict, non -jury trial, or entry of a plea of guilty or nolo contendere.
4. 1 understand that 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. The
term "affiliate" includes those officers, directors, executives, partners, shareholders,
employees, members, and agents who are active in the management of an affiliate. The
ownership by one person of shares constituting a controlling interest in any person, or a
pooling of equipment or income among persons when not for fair market value under
an arm's length agreement, shall be a prima facie case that one person controls another
person. A person who knowingly enters into a joint venture with a person who has
been convicted of a public entity crime in Florida during the preceding 36 months shall
be considered an affiliate.
5. 1 understand that a "person" as defined in Paragraph 287.133 (1)(e), Florida Statutes,
means any natural person or entity organized under the laws of any state or of the
United States with the legal power to enter into a binding contract and which bids or
applies to bid on contracts for the provision of goods or services led by a public entity,
or which otherwise transacts or applies to transact business with a public entity. The
term "person" includes those officers, directors, executives, partners, shareholders,
employees, members, and agents who are active in management of an entity.
6. Based on information and belief, the statement which I have marked below is true in
relation to the entity submitting this sworn statement. [Indicate which statement
applies.]
EVALUATION & APPRAISAL REPORT (EAR) CONSULTING SERVICES RFQ SM -FN 2011 -02 Page 17 of 21
Neither the entity submitting this sworn statement, nor any of its officers,
directors, executives, partners, shareholders, employees, members, or agents who are
active in the management of the entity, nor any affiliate of the entity has been charged
with and convicted of a public entity crime subsequent to July I, 1989.
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 I, 1989.
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 of 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 INDENTIFIED IN PARAGRAPH I (ONE) 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
THAT 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.
[signature]
Sworn to and subscribed before me this day of 2011.
Personally known or
Produced identification Notary Public — State of
My commission expires
(Type of identification)
(Printed, typed or stamped commissioned name of notary public)
Form PUR 7068 (Rev.06 /1 1/92)
EVALUATION & APPRAISAL REPORT (EAR) CONSULTING SERVICES RFQ SM -FN 2011-02 Page 18 of 21
DRUG FREE WORKPLACE
Whenever two or more Bids which are equal with respect to price, quality and service are
received by the State or by any political subdivisions for the procurement of commodities or
contractual services, a Bid received from a business that certifies that it has implemented a
drug -free workplace program shall be given preference in the award process. Established
procedures for processing tie Bids will be followed if none of the tied vendors have a drug -free
workplace program. In order to have a drug -free workplace program, a business shall:
I. 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'
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 notify the employer of any conviction
of, or plea of guilty or nolo contendere to, any violation of Chapter 893 or of any
controlled substance law of the United States or any state, for a violation occurring in
the workplace no later than 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.
EVALUATION & APPRAISAL REPORT (EAR) CONSULTING SERVICES RFQ SM -FN 2011 -02 Page 19 of 21
As the person authorized to sign the statement, I certify that this firm complies fully with the
above requirements.
PROPOSER's
Signature:
Print Name:
Date:
EVALUATION & APPRAISAL REPORT (EAR) CONSULTING SERVICES RFQ SM -FN 2011 -02 Page 20 of 21
City of South Miami
Request for Proposals
Evaluation & Appraisal Report (EAR)
Consulting Services
RFP No. SM-FN 2011-02
February 11, 2011
Submitted by.-
Contact Person: James G. LaRue, A1
Email- jim@larueplatinirig.com
Table of Contents
Planning
& Manaaement Services, Inc.
Authorized Firm Representative: James G. LaRue, AICP, President
Telephone: 239-3343366
E-Mail: Lim@laruep ja nnitDI.corn
Providing Planning and Managetnent Solittions fo ,ocal Governments Since 1988
1375 Jacksoti Street, Suite 206 Fort Myers, FL, 33901 239-334-3366 www.larueplannitig,corti
James G. LaRue, AICP
President
MM
1 � � � I 11 � 1 � � 1 � 11 1 ili�illi��i:ii� I In 111milin 1 1111� 1111liggipiligip i
REUNION
state law includes a requirement for the preparation of the Evaluation and Appraisal Report (EAR). There have been
many changes in your community since your last EAR was adopted in 2006 with subsequent EAR-based Plan
Amendments adopted in 2007 — 2010. The upcoming EAR will become a significant milestone and a blueprint for
updating your current Comprehensive Plan.
..........
it icipants are comfortable, we suggest the following:
or Issues and Public Involvement
=I
HFUMIMprehensive Plan
WIN
ts on Me Fian, ITC TIIII MTICIT Ullalll-t'Nm�*��17c[Le-TcflT—cti]4F-UTC ORMe
City's Comprehensive Plan is consistent with current state regulations.
I
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lilt
IF
the Plan have been achieved and identify how the Plan should be changed.
City that no additional costs will be incurred in order to be found sufficient by the DCA regardless of their comments.
knew firsthand the consulting services that would prove beneficial to Florida's City and County governments.
The Management Services Division of our firm provides leadership training, organizational assessments, executive
recruitment, management assistance, goal and vision setting, and facilitation assistance, We assist public entities in
establishing goals along with specific blueprints for each entity to create orderly growth and to develop strategic
approaches to accommodate a variety • land uses.
The company which was founded in 1988 serves as a planning resource center focused • problem solving for
Florida municipalities and counties, constitutional offices, local assessment districts and other public entities
throughout the State of Florida. The company is results-oriented and consistently demonstrates the ability to provide
practical solutions to local government challenges. Our firm does not represent any private developers, thereby
avoiding any chance of a conflict of interest between the governing body and the developers,
Our Planning Services Division specializes in comprehensive planning including EARs, EAR-based Plan
Amendments, Comprehensive Plan Amendments, an revisonstoLan Deveopment eguatons. e ave
prepared and administered specific regulations such as design guidelines, neighborhood planning, planning and
zoning development reviews, Economic Elements, historic and urban design, and redevelopment studies, Our staff
has direct experience in developing and preparing base and required planning maps using available GIS systems.
Additiona strate'I Alanninix and iiiii ioninv are often mainsta�js in our,,iroblem solvipiw_a�Lyroaches, involvin, mile
1-2—F
local participation.
With over 150 years of combined experience, our team is comprised of highly qualified senior professionals all AICP
certified who:
* Specialize in providing EARs, and EAR-based Plan Amendments including optional Economic Elements
* Reflect strong local government backgrounds
* Are highly experienced in the planning issues faced • Florida local governments
* Have served in City and County management and administrative positions
* Possess a positive working relationship with the Department of Community Affairs, Regional Planning
Councils and other review agencies
LaRue Planning has provided planning assistance to approximately seventy-five municipalities and counties
throughout the ,moo Florida, performing EARs, revising and/or creating Comprehensive Plans and/or Land
Development Regulations including specialized Plan ning-related amendments such as Public School Facilities
Elements and Water Supply Facilities Work Plans. The services we have provided include researching pertinent data
and providing analysis in support of the Comprehensive Plan; facilitation of numerous meetings with citizens,
planning boards, and governing bodies essential for the formulation of achievable Goals, Objectives, and Policies;
and, meeting with key business and community leaders when analyzing future development.
Our firm has prepared Evaluation and Appraisal Reports for the local government clients listed below: The EARs
have been completed consistent with the Department of Community Affairs rules that govern local jurisdictions,
IMEM
WIN
Comprehensive Plan Objectives and Policies, where appropriate.
Bonita Sodnon
|ndialanUc
Ocoee
Clewiston
Jackson County
Okeechobee, City
DeG0to County
Key Colony Beach
Okeechobee, County
Fort Pierce
Lantana
Orange City
Glades County
Layton
Palm Springs
Golf
Mariana
Stuart
Hendry County
Moore Haven
Satellite Beach
Holmes Beach
North Bay Village
Project Team
James G, LaRue, AICIP
President
Wm. F. Brisson, AICP
Senior Planner
Senior Consultant
N
Benjamin L. Smith, LEED GA
Associate Planner
� NPRO-47 MW i I — I I . .
emergency meetings, and all required committee, agency, and board meetings. I
Similar Services
The City Ca seal
berry
EAR-based Plan Amendments
There were extensive policy changes to
implement the EAR recommendations as well as
substantive alterations from the original EAR
adoption.
The City'��'North Bay Village EAR
EAR-based Plan Amendivents
There were five Issues identified as being of
major concern to the City which dealt with
redevelopment and strengthening the
infrastructural fabric of the City. Those issues
were:
Firm Experience
Planning Services
WEEMW�E
Comprehensive Plan Amendments,
Evaluation and Appraisal Reports,
& Land Development
Regulations
City of Bonita Springs
Town of Lantana
City of Boynton Beach
City of Layton
City of Bristol
Liberty County
City of Bunnell
Madison County
City of Casselberry
Town of Manalapan
Charlotte County
City of Marianna
City of Clewiston
City of Miami Springs
Desoto County
City of Moore Haven
City of Edgewater
North Bay Village
Village of El Portal
City of Ocoee
City of Fort Pierce
City of Okeechobee
Gadsden County
Okeechobee County
Glades County
Orange City
Village of Golf
Town of Palm Beach
Town of Greenville
Village of Palm Springs
Hendry County
City of Punta Gorda
City of Holmes Beach
City of Stuart
Town of Indialantic
City of Satellite Beach
Jackson County
City of Temple Terrace
Key Colony Beach
Wakulla County
City of LaBelle
City of Wewahitchka
Town of Lake Placid
Lee County, Page Park Community
Lee County, North Fort Myers
City of Bonita Springs
City of Moore Haven
City of Boynton Beach
Village of North Palm Beach
Hendry County
City of North Bay Village
Town of Lake Placid
City of Okeechobee
City of Lake Worth
State Attorney's Office Martin
City of Bonita Springs
Village of Palm Springs
East County Water Control District
Pine Island Elem School
ECHO
City of Punta Gorda
Hardee County
City of Sanibel
Town of Lake Placid
State Attorney's Office Martin
County
Twentieth Judicial Circuit
City of North Bay Village
G. Pierce Wood Hospital
Osceola County
Young Life FL, Lee County
CRAIRedevelopment
City of Bonita Springs City of Moore Haven
City of Clewiston City of North Bay Village
Town of Lake Placid City of South Miami
City of Bowling Green Town of Manalapan
Village of Golf City of Wauchula
Hardee County Town of Zolfo Springs
Town of Lantana
Annexation Costl Benefit Analysis
Collier County Village of Palm Springs
Town of Indialantic Pelican Bay Community
Town of Lantana Plant City Chamber of Commerce
City of Naples City of Stuart
City of North Miami Beach
Management Services
NEEM08=
Boca Raton — Operational Assessment for Permitting Departments
Bonita Springs — Community Services Assessment Prior to
Incorporation
Collier County
Ambulance Billing Study
Analysis of Development Review System
Development Review Analysis
EMS Department Employee Turnover Analysis
DeSoto County— Revenue Alternatives Analysis
City of Fort Myers
Utilities Audit of Sanitation and Water Assessments
Management Assessment and Communication Advancement
Management Development Sessions
El Portal — Building Permit Analysis
Flagler County
Development Review/Building Permit Analysis
Organizational Study
Hillsborough County
Performance Audit
Evaluation Study of Public Agencies Providing Planning Services
Holly Hill — Operational Assessment of Work Force
Key West — Organizational Study for Building Department
Marathon — Management Assessment for City Departments
North Bay Village — Building Permit Analysis
Ocoee— Solid Waste Division Management Audit
Okaloosa County — Organizational Development
Pinellas County Government Services Improvement Study
Pompano Beach — Organizational Study for Building Department
Sanibel
Management Assessment of Planning, Zoning and Building Functions
Update of Personnel Policy Manual
City of Tarpon Springs — Organization Study for Major Departments
City of Venice — Development Services Fee I Customer Services
Analysis
Volusia County — Financial Analysis
Management Development Team Building Training
Certified Public Management Instructor
Florida City Clerks Association
Clay County Martin County
City of Fort Myers City of Sanibel
City of Gainesville City of Safety Harbor
Hendry County
Lee County Library Services Human Resources
Lee County Mosquito Control
Lehigh Acres Fire Control District
Executive Recruitment
Bonita Springs City Manager
Boynton Beach Assistant City Manager
Collier County Public Works Director
Hardee County — Concurrency Management System
Hendry County — Economic Development Grant
Moore Haven
Bridge and Landscaping FDOT Project
Sustainable Okeechobee Grant
Town of Greenville
Community Development Block Grant
North Bay Village - FRDAP
Assistant County Manager
DeSoto County
County Administrator
Flagler County
County Administrator
Hendry County
County Administrator
Lake Worth
City Manager
Lynn Haven
City Manager
Safety Harbor
City Manager
Hardee County — Concurrency Management System
Hendry County — Economic Development Grant
Moore Haven
Bridge and Landscaping FDOT Project
Sustainable Okeechobee Grant
Town of Greenville
Community Development Block Grant
North Bay Village - FRDAP
The City Satellite Beach
EAR-based Plan Amendments
IMMMMEM'"IMM
2. Improving intermodal transportation
enhancements on the City's major corridors
and interior streets,
3, improving opportunities for affordable
housing, including GAP housing types for a
balance of age groups, and
4, Strengthening storm evacuation and Post
disaster reconstruction polices.
Servint Once I�M
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us]
Project Team Resumes
James G. LaRue,
• i!L + ...
Areas of Expertise
Mr. LaRue has over three decades of Florida government and consultant experience with
Comprehensive Plan Amendments
a strong background in local government administration and planning. As the President
Evaluation and Appraisal Reports (EARs)
of LaRue Planning & Management, Jim has assisted Florida cities and counties providing
Economic Development I Redevelopment
Land Development Codes
specific management and planning solutions in the form of plan amendments, EARS
Strategic Planning
EAR- based Plan Amendments, redevelopment planning and Land Development Code
Urban Planning
revisions. Jim served on the original technical review committee that was responsible for
compiling the current EAR Guide for Cities and Counties to follow. Additionally; he
Education
served on the 2004 EAR Technical Review Committee that analyzed and reviewed the
Masters in Urban & Regional Planning, University
current EAR process for changes and recommendations. Jim's ability to assess an
of Iowa
organization's needs and suggest workable planning solutions is based on practical
Masters in Political Science, Memphis State University
communication and consensus building skills. Jim also has a reputation for revitalizing
Bachelor of Arts, University of Texas
local government planning options while accurately navigating through the regional and
state agencies expeditiously.
Experience
Florida Center for Public Management 1989 — present
Adjunct ConsuitantlTrainer
Planning Project Experience
Florida Counties Foundation 1993 - 2005
Small Counties circuit Rider
Bonita Springs: Served as the contract Comprehensive Planning Official for the City
since its incorporation through April 2010. Prepared Plan Amendments including the
Florida da Management Group 1994 -199
Bonita Beach Road Large Scale Plan Amendment and the Old US 41 Redevelopment
Vublic
vicce e President
Overlay Large Scale Plan Amendment. Also planned the Vision Setting for the City's
Lee County Government 1983 -1988
Comprehensive Plan; prepared the City's EAR, their first unified Land Development
County Administrator, Assistant County Administrator
Code and Revisions, and other planning projects as assigned. Updated the Capital
Improvements Element for compliance with Chapter 163 requirements and prepared the
City of Deerfield Beach 1980 -1988
Assistant City Manager
10 -Year Water Supply Facilities Work Plan, the Public School Facilities Element and the
2009 EAR -based Plan Amendments,
City of Pompano Beach 1976 —1979
Zoning Administrator
City of Okeechobee: As the Planning and Zoning Official for the City since 1996, we
provide the City with a variety of services which include development review;
Professional Affiliations
Comprehensive planning and Zoning. We recently prepared the City's 10 -Year Water
American Institute of Certified Planners
Supply Facilities Work Plan and the City's second Evaluation and Appraisal Report. Our
American Planning Association
working relationship with Okeechobee spans over a decade and we expect to continue
Florida City& County Managers Association
Florida Planning &Zoning Association
this relationship well into the future.
Florida Redevelopment Association
Glades County: Completed an Evaluation and Appraisal Report (EAR) that was found
International City Managers Association
Certified Main street Consultant
sufficient: Jim is currently the project director for the EAR -based Plan Amendments with
adoption June 2010. Completed a Public School Facilities Element and associated
Committees
Comprehensive Plan Amendments as a DCA pilot Technical Assistance Program.
Broward County Planning council, member
Assisted the County in preparing the 10 -Year Water Supply Facilities Work Plan Comp
Department of Community Affairs
Plan Amendments.
EAR Technical Review Committee
EAR Technical Advisory Committee 2004
Lee County Page Park Community: Recently implemented a community plan via
overlay land development regulations emphasizing urban design approaches that are
Honors and Awards
community based. Specifically, the regulations implement the Goals and Policies
Presidential rd oentyrc lean fert
.Sroward County Clean water Management Plait.
adopted in the Lee Plan. These regulations have been adopted and include mixed use;
US Department of Labor
streetscape, signage and urban design standards which ensure quality redevelopment
Certificate of Excellence Summer Youth Program
for this stable Lee County unincorporated neighborhood.
FCCMA Lifesaver Awards, 2001, 2002
1CCMA741hAnnualAward, Significant Contributions&
Lee County North Fort Myers: Currently writing the LDRs to implement the North Fort
Achievements in advancement of local government
Myers Community Plan which is incorporated in the Lee County Comprehensive Plan.
administration
"gay
Lee County has not designated this area as a CRA but the North Fort Myers Community
Lake Placid esorommitteefong,',limLaRue"
nity
Sroward County Committee for Community
functions with autonomy and our firm is working with the Master Community Plan and
y g y
Development, Honors for Outstanding Community
recommending changes. Work tasks involve writing Town Center, Neighborhood Center
Service & Dedication to improve quality of life
and Corridor text focusing on uses; design standards and appropriate mixed -use
regulations to Induce quality development/redevelopment. Utilizing Smart Code
techniques and traditional urban design approaches are fundamental to this project.
James G. LaRue, AICP
Casselberry: Assisted the City in performing a major EAR -based Plan Amendment
containing policies responding to the new legislation requiring Green House Emission
Reductions. The Plan Amendments were found in compliance by DCA in 2009
Presentations :
Florida APA
Satellite Beach. Prepared the City's Public School Facilities Element and the 10 -Year
"Show Me the honey: Bringing Reality to
Water Supply Facilities Work Plan in 2008, Also completed the City's EAR and the EAR-
Redevelopment'- 2010
based Plan Amendments which were found to be in compliance January 2010.
This presentation discussed the analytical process
including pro - formas, comparative marketing
City of (Moore Haven; Serving the City as their Planning Consultant providing on -going
analysis, entitlements; interviews, compatibility and
design considerations, regulatory and economic
tannin services including implementation of redevelopment studies and development
planning g p p p
viability needed to determine the most appropriate
of the Riverwalk CRA. Presently preparing a CRA Plan which includes four sub -areas of
land use for properties
the City, downtown Main Street, the Marina Area, US 27 Gateway Area and the Industrial
Area. Provided the City with Plan Amendments, the EAR, EAR - based Amendments, 10-
Florida Planning & Zoning Association
Redevelopment Toolbox: Hybrid Planning solutions
Year Water Supply Facilities Work Plan and the Public School Facilities Element, as Well
that Work -2010
as revising the Capital Improvements Element to comply With State Statutes.
The presentation focused on the redevelopment
process and how to blend best planning practices
City of Clewiston: Provided the City with a new CRA Community Redevelopment Plan,
with regulatory options to implement your
Clewiston CRA Plan Amendment 2010, focusing on the critical elements necessary to
community's vision:
significantly influence restoration and conservation opportunities within the Boat Ramp
Florida City Clerks Association
area and the Commercial area of the City, Served the City as project director to secure
Keynote Address -2008
EAR sufficiency and prepared major Large Scale Plan Amendments including the
Growth Management Workshop - 2008, 2009
Gateway Mixed -Use District proposed development. Prepared the EAR - based
An overview of relevant statutory, administrative
Amendments which included a new, optional Economic Element.
code and program implementation standards related
to Florida's growth management and local
City of Wewahitchka: Presently serving the City as planning consultant to provide an
comprehensive planning process.
EAR of the 1990 Comprehensive Plan and the EAR -based Amendments. The EAR has
been adopted and found sufficient by DCA,
Indialantic: Serving as the Town Planning and Zoning Official we have completed the
Town's EAR and the EAR -based Plan Amendments; the Water Supply Plan, the Public
School Facilities Element and the Capital Improvements Element update all of which
found in compliancy by DCA.
North Bay Village. Served as planning official for the City providing Development
Review services for over ten years providing the EAR and Large Scale Comprehensive
Plan Amendments: Facilitated Vision Setting sessions which included meetings with City
Council, private citizens and the business community. Completed the City's Public
School Facilities Element, 10 -Year Water Supply Facilities Work Plan and various Land
Development Code revisions including updating the Official Zoning Map; and the EAR-
based Plan Amendments.
Key Colony Beach, Serving as the City's planning official, prepared the EAR and the
EAR -based Plan Amendments as well as the City's 10 -Year Water Supply Facilities
Work Plan.
City of Layton: Serving as the City's planning consultant, prepared the EAR, EAR-
based Amendments; the 10 -Year Water Supply Facilities Work Plan. Additionally, we
provided the City with the 2008 update to the Capital Improvements Element and the
2009 update to the CIE is currently being reviewed by DCA.
City of Lake Worth; Recently provided contract planning services to the City. Performed
site plan reviews for applications in the Historic District as well as dirties related to EAR-
based Comprehensive Plan Amendments, Land Development Code Revisions, and the
10 -Year Water Supply Facilities Work Plan.
Town of Lake Placid: Established the Town's Planning & Zoning /LPA Board; drafted
Land Development Regulations and revisions including developing the Official Zoning
Map and Sign Ordinance. Served as the Town's Planning & Zoning Official for over ten
years. Provided the Town with development review, rezonings and building permit
services, and facilitated the Town's Vision 2010 session.
23
Areas of Expertise
Comprehensive Plan Amendments
Evaluation and AppraisalReports(—
—
Cnnoummuy Management Systems
Zoning and Land Development Regulations
Market and Economic Analysis
Water Supply Plans
Debris Management Plans
Fluudp|ain Management Plans
Reviews of Site Plans, Razolngs, .Special
Exceptions, Variances, etc,
Expert Witness: Planning &Zoning
Education
Bachelor in Business Administration, University
of Miami
Experience�
LaRue Planning & Management Services, Inc.
2OO6-pmu*nt. Senior Consultant
8hoeun Planning Solutions, Inc.
(formerly Adley, Bho ouEngman.|ncJ
1971-30O6,President
Professional Affiliations�
American Institute of Certified Planners
American Planning Association
Association of Eminent Domain Professionals
Florida Planning &Zoning Association
Nationa[APA Conference Presentations
Zoning for Timesharing and Short-Term
Occupancy
Impact Zoning Procedures
Wm. F. BrIsson, AICP
Senior Planner
Mr. Brissonhas been involved in community and comprehensive planning since 1971
and a principal member of LaRue Planning since 2006. He has prepared Comprehensive
Plans and EARs under the 1985 Growth Management Legislation, as amended over the
years, for over two dozen communities. Over the past thirty nine years he has
specialized in housing and land use issues and in the preparation and amendment of
zoning and land development codes and is proficient in the technical application of GIS.
Mr, 8d000n has been accepted uuan expert witness representing both public and private
clients on zoning planning, market and economic issues in eighteen land use and
eminent domain cases |nCircuit Courts throughout Florida.
City of Holmes Beach: Since 2004, prepared the City's updated and reformatted
Unified Land Development Code and all subsequent amendments thereto and has
prepared all of the City's amendments to its Comprehensive Plan. He has provided
advice and assistance to the City Council in the review of complex or contentious
development applications; prepared the City's most recent Evaluation and Appraisal
Report and associated EAR-based Amendments; Public School Facilities Element;
Water Supply Plan; Debris Management Plan; and Floodplain Management Plan.
Town of Puhn Beach: Each year from 1979 through 2007 served as the Town's
Planning and Zoning Cnnaukan providing technical memoranda, testimony, and advice
and assistance on a wide variety of planning and zoning matters to the Planning &
.Zoning Commission and Town Council. He assisted the Town in the preparation ofand
amendments to its Zoning and Land Development Codes and in the preparation of all of
its Comprehensive P|emy and amendments since 1975. As the Town's Planning
Consultant he reviewed complex and contentious development app|icuUono, including
special exceptions and site plans and issued technical memoranda and testimony in
support of the recommendations. Ha has served mo the Town's expert witness infive
successful defenses to challenges in Circuit Court to its planning and zoning actions. He
has been contacted by the Town b revisit and assess the continued appropriateness of
the innovative "Town-Serving" regulation he developed 30 years ago and which has
survived two legal challenges.
Moore Haven: Prepared a major amendment bo the City's Comprehensive Plan adopted
in 2008; participated in preparing the Qty's most recent EAR and EAR-based
amendment, and is now completing an update ho the City's Zoning Code,
City of Okeechobee: Currently the project director overseeing all amendments hzthe
Land Development Regulations and Comprehensive Plan as well as review of
development applications including site plans, rezoninge, special exzmpbono, and
variances. Prepared the City's Water Supply Plan and iain the final stages ofcompleting
the City's EAR.
Bonita Springs: Prepared the City's first Comprehensive Plan adopted in 2002, which
included development of the City's GIS mapping of the required Future Land Use and
Transportation Map 8eham. He has been heavily involved in preparing the City's new
updated and reformatted Land Development Regulations.
Charlotte Count; Prepared special "community plans" for the unincorporated
communities of Harbour Heights, Fqooida and South Gulf Cove.
Areas of Expertise
Comprehensive Plan Amendments
Evaluation and Appraisal Reports (EARs)
Development Review
Land Development Code Revisions
Community Planning
Rezonings
Due Diligence
Education
Masters ivLandscape Architecture, University of
Florida
Bachelor of Science, University Illinois
Experience
DRMR Inc, Planning Manager,2005-200O
Morrio-Depew Associates, Director ofPlanning
2002— 2005
Cape Coral Community Development,
Senior Planner 2VU1-2OV2
Charlotte County Community Development,
Principal Planner 1998 — 2001
Planner 111, 1996 — 1998
Planner 11, 1991 - 1996
Professional Affiliations
American Institute of Certified Planners
American Planning Association
Promised Lands Section of Florida
Chapter APA, 1997-1998
Vice-chair, Promised Lands Section of Florida
Chapter APA, 1995-1997
Sandra J. Rarnseth, All
Senior Consultant
Sand (Sandy) Ramseth has over 18years of planning experience in both the public
and private sectors, An a LaRue project planner, Sandy has assisted in preparing
numerous EARs, Plan Amendments and Urban Design Regulations implementing
Community Plans. Sandy served ae the Principal Planner for Charlotte County, and later
overseeing the City of Cape Cnno|'o Comprehensive/Long Range Planning Divioion, she
was involved in all phases of the EAR and Comprehensive Plan amendment process.
She administered the Charlotte County Development Review process, and drafted
several new |eDd development codes as well as revised o*aUnQ ones for many
municipalities during her public and private henono, Ma. Ramoeth has considerable
experience in reviewing, preparing and processing both large and mmmU scale
Comprehensive Plan Amendments, Annexatiopo, Rezonings` Community Plans, and
DR|a from both the applicant, au well aa government side, She continually utilizes her
strong graphic skills to enhance her excellent presentations at public hearings.
Glades County: Prepared the Public School Facilities Element and the Evaluation and
Appraisal report which has been found sufficient by DC&
Page Park: Played the Lead Planner role in preparing the Community Plan for Page
Park, continuing as the LaRue Planner in developing the Land Development Regulations
for a Mixed-Use Overlay District,
Satellite Beach: Assisted in completion of the Evaluation and Appraisal Report. EAR-
based Plan Amendments, Public School Facilities Element, and the Water Supply Plan.
Bonita Springs: Assisted in developing urban design and redmm|opmentetreetscapa
strategies for the City |n its Old U841 Redevelopment Overlay Area.
South Miami: Assisted in developing pro-forma criteria used to evaluate certain planning
scenarios for aCRA special study.
Town of |ediaiantiu/ Prepared the Evaluation and Appraisal Report, Public School
Facilities Element and the Water Supply Plan,
James th.,+ AIA, CNU, ASAI
Senior Consultant
James Leese brings a broad perspective of interests and talents to any project and
Areas of Expertise
provides specialized urban design and New Urbanism expertise for LaRue Planning. In
Architectural Illustration
his 40 -plus years of practice he has been involved in a variety of development projects in
both the public and private sectors. His experience includes urban design, planning, and
Planning
architecture, specializing in urban mixed -use, residential apartments and loft
Project Graphics
condominiums, mixed -use parking garages in urban centers, and other urban core
building types. Most recently Mr. Leese has taken up art and architectural illustration
Urban Design
applying the professional knowledge and the many skills he has accumulated over the
years. Presently; he is practicing as an architectural- planning -urban design consultant as
well as undertaking architectural illustration and graphic services supporting the design
Education
professions.
Arizona State University, College of
Architecture
University of New Mexico, College of Fine Arts
Representative Project Experience
University of Denver, College of Law
Urban Design Planner, Illustrator, LaRue Planning & Management, 2010
Harvard University Graduate School of Design,
Provide New Urbanism design standards and illustrations for two community planning
continuing education program: Retail Planning
areas (Page Park and North Fort Myers) in Lee County.
and New Urbanism
Principal, City Design &- Graphics, Fort Myers, Florida 2008
Professional Affiliations
Provide project graphics and illustrations for planners; urban designers; and architects;
Congress of the New Urbanism, Florida Chapter
as well as consulting services to same and others; including governmental entities.*
(CNU)
Manager of Design, R. J. McCormack Architect, Inc., Fort Myers, Florida 2004 - 2008
American Institute of Architects (AIA)
At RJMA, he was planner - designer for several projects, including the Times Square
SW Florida Chapter AIA, Design Review
Redevelopment project on Fort Myers Beach, Paradise Preserve in North Fort Myers (a
Organizing Committee for Bonita Springs,
mixed -use community on the site of the Lochmoor Country Club), and Red Fish Key
Florida
Condos in Englewood, as well as several others.
American Society of Architectural Illustrators
Principal, City Design, Kansas City, Missouri 2002 - 2004
(ASAI)
Served as a consultant to developers and quasi - governmental groups in visualizing
Florida West Arts, Estero, Florida
development opportunities.
Art League of Fort Myers, Florida
Principal; Shears &Leese Architects; Inc., Denver, Colorado 1988 . - 2002
With business partner Chris Shears he specialized in the planning and design of large
mixed -use, urban projects in dense urban areas for a number of years.
Principal, Architecture Four Collaborative PC; Boulder, Colorado 1984 - 1988
Five architects left a Boulder firm (now Downing, Thorpe, and James) to start
Architecture Four Collaborative, until divergent interests led two of the four into different
directions. The other two Went on to become Shears & Leese Architects.
* NOTE: Recent work with LaRue Planning and Management of Fort Myers, Florida has resulted in praise from
MuniCode for graphic clarity and quality.
4ag Flori(h Local Goveroments Since 1988 26
Senior Consultant
Mohaen Salehi has been a senior traffic consultant with LaRue Planning ' and
Areas of
Representative Experience
specializes �
Management S=,~"�"'�^" the p=`"e"a"='", transportation planning
Infrastructure Planning
Masters |n City and Regional Planning, Clemson
and studies, participating in various tasks including major development reviews,
University
Fort Pierce (188D) and Fort Walton Beach (2OO2) and participation in Resource Teams in
redevelopment, visioning and urban design planning for our various city and county
Transportation Planning
Polytechnic University
clients. Muhman was instrumental in providing inter-modal transportation policy revisions
Traffic/ParNng0oiem
transportation demand management, traffic operations, land and water based public
for Boynton Beach when our firm was selected to provide assistance for their EAR-based
transportation (Florida Planning and Zoning Association awarded this Plan its 1Q98
Comprehensive iye P|an Amendments several years ago. he has been a member mfthe
Urban Design
Civic Association Community Plan, Florida Planning and Zoning Association awarded
Florida Main Street Resource Team, and has served aeaTransportation/Urban Design
Downtown Redevelopment
| Consultant for the Program's participating communities.
Main Street Planning
Corridor Planning
Fellow of the Institute of Transportation
Engineers (ITE)
Representative Experience
Education
Transportation/Urban - State Department's Main Street
Masters |n City and Regional Planning, Clemson
Program (58) participating communities, including presentation in O ua� Quarterly
University
Fort Pierce (188D) and Fort Walton Beach (2OO2) and participation in Resource Teams in
Bachelor of Architectural Engineering, Southern
Dania Beach, Clewiston, and Clearwater Beach in 1999, Transportation Consultant for
Polytechnic University
the Fort Myers Beach Comprehensive Plan's transportation element including
transportation demand management, traffic operations, land and water based public
transportation (Florida Planning and Zoning Association awarded this Plan its 1Q98
Outstanding Public Report Award). Transportation Consultant for Greater Pine Island
Professional Affiliations
Civic Association Community Plan, Florida Planning and Zoning Association awarded
American Institute of Certified Planners
this Plan its 2002 Certificate of Merit Award, Traffic Consultant with LaRue Planning and
Management Semi*aa.Inc, for the Q�of Bonita Sphnge`Qtyo( Okeechobee, Town mf
AmehoanP|unn|n�Aeoudqtion
| Davie, North Bay Village, Collier County, Lake Placid and Boynton Beach.
Fellow of the Institute of Transportation
Engineers (ITE)
Z Neither the price nor the amount of this Response, and neither the approximate price nor
approximate amount of this Response, have been disclosed to any other firm or person who is
a provider, potential provider, proposal, or potential proposa an ey wi no e i c 0
before proposal opening.
3. No attempt has been made or will be made to induce any firm or persons to refrain fro
submitting a Response for this contract, • to submit a price higher than the prices in th
Response, or to submit any intentionally high or noncompetitive price or other form of
complementary Response. I
4. The Response of my firm is made in good faith and not pursuant to any agreem-
• . , or inducement from, any firm • person to submit a complementary or other
noncoma-
«, a & Managements Services, Inc., its affiliates, subsidiaries, officers, directo
and employees are not currently under investigation, by any governmental agency and ha
not in the last three years been convicted or found liable for any act prohibited by State or
Federal law in any jurisdiction, involving conspiracy or collusion with respect to proposal, o
any public contract.
I state that I and the named firm understand and acknowledge that the above representations are
material and important, and will be relied on by the State of Florida for which this Response is
submitted. I understand and my firm understands that any mis-statement in this affidavit is and sh
be treated as fraudulent concealment from the State of Florida of the true facts relating to the
submission of responses for this contract.
Signature Date: FebruarX 8. 2011
The forgoing instrument was acknowledged before me this Oth day of fpbruaU, 2011
I
g Florida Local Governments Since 19$8
M
LaRue Planning & Management Services, Inc. understands and agrees that, if selected as the City's Consultant, the
Firm will not represent any client before the Commission or any Committee, department or agency of the City and
agrees not to undertake any other private representation which might create conflict of interest with the City. Further,
the Firm will not represent, in any way, any individual Commission member, or any member of a Commission
member's family, or any business in which the Commission member or family member of a Commission member has
an interest.
LaRue Inc. understands and agrees that this Proposal will be considered a public
record and that the Commission imay, g8 its sole discretion, use such criteria aSkdeems appropriate inthe selection
(f its Consultant. Further, |f selected 8S the City's Consultant, the Firm will enter into a formal agreement with the
City, prior tn the execution Of which the City reserves all rights, including the right *] change its selection.
NIIINTLTV, i A-A M
Pursuant to the provisions of Paragraph (2) (a) of Section 287.133, Florida State Statutes — "A
person or affiliate who has been placed on the convicted vendor list following a conviction for a
public entity crime may not submit a Bid on a Contract to provide any goods or services to a
public entity, may not submit a Bid on a Contract with a public entity for the construction or
repair of a public building or public work, may not submit bids on leases of real property to a
public entity, may not be awarded to perform Work as a Contractor, supplier, Subcontractor,
or Consultant under a Contract with any public entity, and may not transact business with any
public entity in excess of the threshold amount Category Two of Section 287.017, Florida
Statutes, for thirty six (36) months from the date of being placed on the convicted vendor list ".
The award of any contract hereunder is subject to the provisions of Chapter 112, Florida State
Statutes. BIDDERS must disclose with their Bids, the name of any officer, director, partner,
associate or agent who is also an officer or employee of the City of South Miami or its agencies.
SWORN STATEMENT PURSUANT TO SECTION 287.133 (3)(a),
FLORIDA STATUTES, ON PUBLIC ENTITY CRIMES
THIS FORM MUST BE SIGNED AND SWORN TO IN THE PRESENCE OF A NOTARY
PUBLIC OR OTHER OFFICIAL AUTHORIZED TO ADMINISTER OATHS.
I . This sworn statement is submitted to City of South Miami
[print name of the public entity]
by James G. LaRue, President
[print individual's name and title]
for LaRue Planning & Management Services, Inc.
[print name of entity submitting sworn statement]
whose business address is 1375 Jackson Street, Suite 206
Fort Myers, FL 33901
and (if applicable) its Federal Employer Identification Number (FEIN) is 65- 0415331
(If the entity has no FEIN, include the Social Security Number of the individual signing this
sworn statement:
EVALUATION & APPRAISAL REPORT (EAR) CONSULTING SERVICES RFQ SM -FIB 2011 -02 Page 16 of 21
31
- X Neither the entity submitting this sworn statement, nor any of its officers,
directors, executives, partners, shareholders, employees, members, or agents who are
active in the management of the entity, nor any affiliate of the entity has been charged
w * hand on ic ic entity crime subsequent to July 1, 1989.
it c vj ted of a pub[i
- The entity submitting this sworn statement, or one or more of its officer
directors, executives, partners, shareholders, employees, members, or agents who a
active in the management of the entity, or an affiliate of the entity has been charged wl
and convicted of a public entity crime subsequent to July 1, 1989. 1
Isign
Sworn to and subscribed before me this 8th day of February 2011.
X Personally known or
Produced identifi cation Notary Public — State of Florida
My commission expires September 18, 2011
32
2. 1 understand that a "public entity crime" as defined in Paragraph 287.133 (1)(g), Florida
Statutes, means a violation of any state or federal law by a person with respect to and
directly related to the transaction of business with any public entity or with an agency
or political subdivision of any other state or of the United States, including, but not
limited to , any bid or contract for goods or services to be provided to any public entity
or an agency or political subdivision of any other state or of the United States and
involving antitrust, fraud, theft, bribery, collusion, racketeering, conspiracy, or material
misrepresentation.
3. 1 understand that "convicted" or "conviction" as defined in Paragraph 287.133 (1)(b),
Florida Statutes, means a finding of guilt or a conviction of a public entity crime, with or
without an adjudication of guilt, in any federal or state trial court of record relating to
charges brought by indictment or information after July I, 1989, as a result of a jury
verdict, non -jury trial, or entry of a plea of guilty or nolo contenders.
4. 1 understand that 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. The
term "affiliate" includes those officers, directors, executives, partners, shareholders,
employees, members, and agents who are active in the management of an affiliate. The
ownership by one person of shares constituting a controlling interest in any person, or a
pooling of equipment or income among persons when not for fair market value under
an arm's length agreement, shall be a prima facie case that one person controls another
person. A person who knowingly enters into a joint venture with a person who has
been convicted of a public entity crime in Florida during the preceding 36 months shall
be considered an affiliate.
5. 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 goods or services led by a public entity,
or which otherwise transacts or applies to transact business with a public entity. The
term "person" includes those officers, directors, executives, partners, shareholders,
employees, members, and agents who are active in management of an entity.
6. Based on information and belief, the statement which I have marked below is true in
relation to the entity submitting this sworn statement. [Indicate which statement
applies.]
EVALUATION & APPRAISAL REPORT (EAR) CONSULTING SERVICES RFQ SM -FN 2011 -02 Page 17 of 21
33
DRUG FREE WORKPLACE
Whenever two or more Bids which are equal with respect to price, quality and service are
received by the State or by any political subdivisions for the procurement of commodities or
contractual services, a Bid received from a business that certifies that it has implemented a
drug -free workplace program shall be given preference in the award process. Established
procedures for processing tie Bids will be followed if none of the tied vendors have a drug -free
workplace program. In order to have a drug -free workplace program, a business shall:
I. 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'
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 notify the employer of any conviction
of, or plea of guilty or nolo contendere to, any violation of Chapter 893 or of any
controlled substance law of the United States or any state, for a violation occurring in
the workplace no later than 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.
EVALUATION & APPRAISAL REPORT (EAR) CONSULTING SERVICES RFQ SM -FN 2011 -02 Page 19 of 21
34
As the person authorized to sign the statement, I certify that this firm complies fully with the
above requirements.
PROPOSER's
Signature: 2j,1AAW
Print Name: games G. LaRue President
Date: February 8, 2011
EVALUATION & APPRAISAL REPORT (EAR) CONSULTING SERVICES RFQ SM -FN 2011 -02 Page 20 of 21
35
NMI
j=# WON-, 1=010
This price includes travel to and from the City of South Miami, facilitating all EAR meetings agreed upon by the City,
and guaranteeing a DCA sufficiency for the EAR.
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OEM
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*Note: Individual task costs were compiled in a manner to meet fiscal budget constraints but do not
necessarily reflect actual amount • work associated with the individual task.
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20, ME I SUNDAY, FEBRUARY 20, 2011 SE MiamiHerald.com I TME i dIAP79 FIEPAI „E
Distinctive homes presented by Ceci
s
Stunning gated 4/5 with 4,607' of living space, 3 stories, grand staircase, marble floors,
4 zone AC, 1,000 open terrace, pool, garage, dock. $2,495,000
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701 Coronado Avenue Beautifully updated 4/3 on 19,422
sf lot, marble /wood floors, huge eat -in wood & granite kitchen,
spacious, open, French doors throughout, pool, 2 car garage,
generator. and more - $1,259,000
1 f
t
1118 Capri Street Updated two story home built in 1989,
3/25, high ceilu gs, I car garage, morn for pool. $269,000
930Aguero Avenue Completely updated 2 /2 with
-
haidwoodRoots, real cook's kitchen with Wing appli —.s, 2 car
garage, walled & gated on tree -lined street. $559,000
4206 Monserrate Street Sophisticated3 /2.5withunnring
wood &marble kitchen, garage, pool <ourryard. E939,000
COCONUT GROVE -RITZ CARLTON RESIDENCES
Enjoy 2,110 sf of fo.u,y in this stunniN 2/2.5 with directbayvieea, den, huge balcony. $999,000
CORAL GABLES CONDO - 55 Merrick Way, #514
Beautiful t /IS on 5th floor, Wu ycondo with oversized balcony and 2 parking spaces. $369,000
Cecilia Samaja
Estate Agent
MOBILE 1 305.343.8443
EMAIL I csamaja@onesothebysrealtycom
CITY OF SOUTH MIAMI
COURTESY F30TI0E
NOTICE IS HEREBY given that the City Commission of the City of South Miami, Florida will conduct
Public Hearings at its regular City Commission meeting scheduled for Tuesday, March 1, 2011,
beginning at 7:30 p.m. , in the City Commission Chambers, 6130 Sunset Drive, to consider the
following item(s):
An Ordinance amending the Land Development Code in order to set forth that the Planning
and Zoning Director is the responsible City Administrator to make fine[ interpretations
of regulations contained in the Land Development Code and establishing an appeal
procedure, by amending Section 20 -1.9 entitled "Interpretation ".
An Ordinance amending the Land Development Code to place in one article all current
regulations pertaining to historic preservation by amending Section 20 -6.1 (D)(1)(a) entitled
"Historic Preservation Board Establishment and Membership" in order to require that one
member be a licensed attorney; and by creating new Article A, "Historic Preservation
Regulations” including Section 20 -11.1 to be entitled "Historic Preservation Standards ";
Section 20 -11.2 to be entitled "Designation of Historic Sites "; Section 20 -11.3 to be entitled
"Historic Designation Reports "; Section 20 -11.4 to be entitled "Demolition of designated
sites; demolition by neglect and certificates of appropriateness "; Section 20 -11.5 to be
entitled "Special Provisions. Applicable to Designated Historic Sites" and making revisions
to update current wording and to modify certain provisions related to the demolition delay
period; and deleting from the Land Development Code regulations pertaining to historic
preservation including Sections 20 -4.9, 20 -4.11, 20 -5.17, 20 -5.18. 20 -5.19.
An Ordinance amending the Land Development Code Section 20- 8.9(8)(1) entitled
"Special exceptions" In order to reduce the time limit for commencing and completing
a development project which has been granted a special exception in a Transit Oriented
Development District (TODD).
An Ordinance authorizing the City Manager to finance up to six (6) new police vehicles
for an amount not to exceed $165,000 and accepting the interest rate of 2.44% through
SunTrust Bank, charging Debt Service - Principal Account No. 001.1910.521.7110 and
Debt Service- Interest Account No. 001.1910.521.7210.
A Resolution authorizing the City Manager to execute an agreement with the company
Ocaquatics, Inc., also known as Ocaquatics,Swim School it, the top ranked respondent
for the Murray Park Community Pool Operator Request for Proposals (RFP) No. SM -FN
2010 -15, to provide consulting services as part of the City's Murray Park Community
Pool Design/Build Team and to provide operations management thereafter the facility's
construction, inclusive of all costs and requiring no annual fee from the City, for the
contract's initial three (3) year term and its two (2) one (1) year options to renew for a total
term of five (5) years.
A Resolution of the Mayor and City Commission of the City of South Miami, Florida,
authorizing the City Manager to an agreement with the collection firm providing debt
collection services for a percentage of the principal amount owed to the City and collecting
said fee as a percentage of the outstanding principal. This agreement shall be for the
duration of an initial thee (3) year period with two (2) one (1) year option to renew periods
for a possible total term of five (5) years, and providing an effective date.
FA Resolution of the Mayor and City Commission of the City of South Miami; Florida]
authorizing the City Manager to enter into a contract with LaRue Planning and Management
Services, Inc. for the purposes of providing consultant services to the Planning and Zoning
Department to assist in the preparation of the 2012 Comprehensive Plan Evaluation and
Appraisal Report (EAR) in the amount of $30,000 total for FY 2010 -2011 and FY 2011-
2012; the selection of the firm is a result of a competitively sealed Request for Proposal
process; funding for the contract shall come from the Planning and Zoning Department
LAccount No. 001- 1620- 524 -3450 (Contractual Services); and providing an effective date.
For further information, please contact the City Cleric's Office at (305) 663 -6340.
ALL interested parties are invited to attend and will be heard.
Maria M. Menendez, CMC
City Clerk '
Pursuant to Florida Statutes 286.0105, the City hereby advises the public that if a person decides j
to appeal any decision made by this Board, Agency or Commission with respect to any matter
considered at its meeting or bearing, lie or she will need a record of the proceedings, and that for
such purpose, affected person may need to ensure that a verbatim record of the proceedings is
made which record includes the testimony and evidence upon which the appeal is to be based.
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