The URL can be used to link to this page

7To: From: Date: SUBJECT: BACKGROUND: CITY OF SOUTH MIAMI OFFICE OF THE CITY MANAGER INTER-OFFICE MEMORANDUM The Honorable Mayor & Members of the City Commission Steven J. Alexander, City Manager August 6, 20 I 3 South Miami bOd All-America City 'IIW 2001 A Resolution authorizing the City Manager to enter into a contract with Wilesmith Advertising/Design in an amount not to exceed $20,000 for Branding Design and Services for the City. The City requested interested parties to submit qualifications to develop new municipal branding standards and guidelines. The goal of the project is to enable the City to work towards a brand standardization and integration across a variety of mediums. The primary focus of this project is the development of a Branding Strategy for the City. The Branding Strategy will include, but not limited to, the development of a logo for the City. The City Seal is a legal symbol and has been a large part of the City's visual identity which will not be affected or changed by the Branding Strategy. While there have been prior attempts to create a logo that depicts a positive image for the City, there was little consistency in where and how the logo would be used or marketed. The Branding Strategy however will encompass a comprehensive plan that includes the delivery of a Brands Standards Manual to ensure city Administration and Staff consistently applies the desired image, look, colors, style and uses for the new logo. The Branding Standards will be applied broadly to items ranging from City letterhead to the new website to the proposed street signs and beyond. It will mark the continuing evolution of the City in its growth and refinement. The City received seven proposals that were reviewed by an Evaluation Selection Committee. The Committee, comprised of Kelly Barket, Public Works Superintendent; Christopher Brimo, Planning Director; and Alfredo Riverol, Chief Finance Officer, created a short list and decided to interview the following three firms: • Wilesmith Advertising/Design • tgadesign • Matrix2 Advertising RECOMMENDATION Based on a thorough review of the proposals, interviews, and reference checks, the Selection Committee and I are recommending for the award, the highest ranked, responsible and responsive firm, Wilesmith Advertising/Design. EXPENSE ATTACHMENTS: Account No 001-1310-513-3450 with a balance of $43,436 Resolution Bid Opening Report RFQ #PW-Q20 13-0 I Wilesmith Advertising/Design Proposal Reference Check Results Evaluation Selection Committee Score Sheets Branding Design & Services Agreement RFQ #PW-Q20 13-0 I City Branding Design Services Sun Biz Wilesmith Advertising/Design Registration Daily Business Review Advertisement Demand Star Solicitation Results 2 3 4 5 6 RESOLUTION NO.: _________ _ A Resolution authorizing the City Manager to enter into a contract with Wilesmith Advertising/Design for an amount not to exceed $20,000 for Branding Design and Services for the City. 7 WHEREAS, the City wishes to develop new municipal branding standards and guidelines; 8 and 9 10 WHEREAS, the City solicited qualifications from interested firms who provided their II credentials and previous experience with the development of similar Branding Design and 12 Services for other municipalities; and 13 14 WHEREAS, the City's review committee examined the seven proposals received, 15 interviewed a short list of proposers and scored and ranked those short list proposers 16 recommending Wilesmith Advertising/Design. 17 18 NOW, THEREFORE, BE IT RESOLVED THE MAYOR AND CITY COMMISSION OF THE CITY 19 OF SOUTH MIAMI, FLORIDA: 20 21 Section 1. The City Manager is authorized to enter into a contract with Wilesmith 22 Advertising/Design for an amount not to exceed $20,000 for Branding Design and Services 23 for the City paid from Account No 001-1310-513-3450 with a current balance of $43,436. A 24 copy of the proposed contract is attached. 25 26 Section 2. Severability. If any section, clause, sentence, or phrase of this resolution is 27 for any reason held invalid or unconstitutional by a court of competent jurisdiction, this holding 28 shall not affect the validity of the remaining portions of this resolution. 29 30 Section 3. Effective Date: This resolution shall take effect immediately upon 31 enactment. 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 PASSED AND ADOPETED this __ day of _____ , 2013. ATTEST: CITY CLERK READ AND APPROVED AS TO FORM, LANGUAGE, LEGALITY AND EXECUTION THEREOF CITY ATTORNEY APPROVED: MAYOR COMMISSION VOTE: Mayor Stoddard: Vice Mayor Liebman: Commissioner Harris: Commissioner Newman: Commissioner Welsh: BID OPENING REPORT Bids were opened on: Tuesday, May 7, 2013 after: 2:00 p.m. For: RFQ # PW-Q2013-01-City Branding Design & Services COMPANIES THAT SUBMITTED PROPOSALS: AMOUNT: ,-----_._-------------------------------------_ ... --. __ . __ . __ ._--- _..l.: __ .. GOLD & ASSOCIATES, INC. 2. MATRIX 2 ADVERTISING ------------ 3. NORTH STAR Y\b c..i:) Of u.~C'(;c.i~ r----±. QUEST CORPORATION OF AMERICA, INC. -----------------_ ... _-- 1-__ 5_._!J-I~W._EIl'!?ACB_QROUP,_IN __ C___'_('\_C>_LD_· ________________ . ___________ __ 6. TOM GRABOSKI ASSOCIATES, INC. r-----------------~-------------------- 1--_7._W_I_L_E_S_M_I_T_H_A_D_V_E_R_T_IS_IN_G_D_E_S_I_G_N ___ .!..!..o ~() lUj..:..::.J.::~=-=-:<:)(~l'b;.l.'i'~"'V~=-1 _. ______ . ___ _ --_ .. __ ._-_ .. _---_._---------------------------------/ 1-------_._---------_._--------------------_._-_._-------_. ------._------_ .. _ .. __ .. _._--------_ .. _---------------_ .. _----------- 1-------------------------------_ .. _-_._--------- 1---------------------------_ .. _---_ .. · ... 1----_._-_ .. __ .... _-_ ... _-------_._--_ .. _---------_ .. __ .. _----------... -------.-- 1---------------------------------------------- 1------.-------.------.. -.-..... --.--------.-.--.----... ---------------.. -- 1----------------------------------_ .. ----_ .. _---- 1------_._-----------------------------_._--------_ ... _---. ,------------------------------------_ .... _---_ ... _- THE ABOVE BIDS HAVE NOT BEEN CHECKED. THE BIDS ARE SUBJECT TO CORRECTION AFTER THE BIDS HAVE BEEN COMPLETELY REVIEWED. City Clerk:_~~ P CMqM Print Nli Ie 1 Witness: (St'e.~ _ j~ __ / I Witnc~_~~1ii~U)eb.c;le(- P lOt Name -~~7-=--.----.. -.. Sign-urc '{ '/ 'i s .) ! 1 . ;( Proposer Qualifications Qualifications -City Provided Forms Awards Not-For-Profit Clients Hourly Rates Deliverables and Fees Timeline Key Project Personnel/Areas of Expertise Resumes Case Histories -Samples of Prior Similar Work , i \, )! i"'~ 12 II 15 16 17 18 19 20 21 28 9:' Ms. Maria M. Menendez CMC City Clerk, CITY OF SOUTH MIAMI, 6130 Sunset Drive., South Miami, FL 33143 Dear Ms. Menendez: Thank you for the opportunity to respond to your RFQ #PW-Q20 13-0 I for City Branding Design & Services. It is understood that this proposal is intended to cover item 1.1 of this RFQ and will consist of a comprehensive brand standards guide and development of a brand identity. This proposal is made by Margaret Wilesmith, President of Wile smith Advertising I Design without collusion with any other entities or agencies pursuant to this proposal and will demonstrate that Wilesmith meets and exceeds the eligibility requirements of the RFQ and has the capabilities, experience and resources to execute its requirements to the highest standard. Enclosed is one ( I) original copy of our response to your RFQ and nine (9) copies with removable binding, and one (I) CD. Sincerely yours, Margaret Wilesmith, President 319 Clematis Street, Suite 710, West Palm Beach, Florida 3340 I 203 East 72nd Street, Suite 3N, New York, New York 10021 0: 561.820.9196 F: 561.835.0413 E-mail: m.wilesmith@wadads.com 5 Wilesmith will conduct exploration and discovery meetings with the City leaders and brand committee or project leaders to assess brand attributes, define the brand personality, establish objectives, profile audience segments, and achieve consensus to set the stage for the next step. Based on a fully realized brand brief, Wilesmith will establish an informed and inspired creative platform. We develop options for look, tone and feel, i.e., color palettes, textural and contextual inspirations, iconography, typography, photographic and architectural references, and word characterizations to present to the committee. Based on preferences and outcomes from Step 3, the agency will develop designs that are narrative, evocative and memorable. Our objective is to ensure that the brand identity is visually engaging, ignites imagination, communicates who you are, what you are, and what makes you special. With feedback from the committee, Wilesmith will refine and finalize the selected brand design. Wilesmith will produce a comprehensive report and rationale for the preferred brand design. Wilesmith will provide a comprehensive execution protocol and graphic standards manual to facilitate implementation and ensure brand integrity across all areas of communication and touchpoints. The agency will provide recommendations to the City, commercial clusters, City agencies and other relevant parties for co-branding and synergistic adoption of the brand to enhance their individual brands. Wilesmith will provide appropriate design files to ensure that in all applications you achieve the best possible results. Throughout the process, a senior level account manager will act as the point of contact to communicate openly and freely with the client to ensure the project proceeds in a smooth, timely and disciplined manner. 9 • Margaret Wilesmith, President -Phone number: 561.820.9196 -E-mail: m.wilesmith@wadads.com • 15 years • in 1998 incorporated as Wilesmith Advertising I Design, a privately held Florida Corporation headquartered in West Palm Beach, Florida, with a satellite office in New York City • Employees: 10 • A woman-owned, certified SBE • Fed Tax ID : 65-0925828 • D&B Duns# 96-456-4421 • The agency is financially stable, without bankruptcies, litigation or liens. 12 CITY OF SOUTH MIAMI CITY BRANDING DESIGN & SERVICES RFQ #PW-Q2013-01 QUALI FICATIONS This section of the proposal should give a description of the firm, including the size, range of activities, and the number of years with relative experience with large accounts Particular emphasis should be given as to how the firm-wide experience project will be brought to bear on the proposed project. This section must also identify the contact person and telephone number. Contact person: Margaret Wilesmith; Phone # 561.820.9196 Wilesmith Advertising is a boutique branding and strategic communications firm focused on brand development and design, and integrated marketing communications for non-profit organizations. The Agency demonstrated capabilities in all elements of the brand and marketing process. Wilesmith distinguishes itself by thought leadership: a level of strategic and creative thinking that consistently delivers qualitative and quantitative results for clients. Our dedicated client team, our commitment to excellence, and our intensity and passion for the work set Wilesmith apart and will bring value and results to the City of South Miami. We have been recognized by the Advertising Federation for "raising the bar" for creative thinking, design and advertiSing in South Florida, and selected by the internationally renowned Design Center of the Americas as "Graphic Design Firm of the Year." Wilesmith Advertising I Design has won over 350 awards locally, regionally and nationally. The qualities that make us distinctive are expressed in our brand promise: "It's the thinking that makes us different." And what makes us different makes us better. (Continued on pages #13-16) Note: Additional sheets may be attached if necessary. CITY OF SOUTH MIAMI CITY BRANDING DESIGN & SERVICES RFQ #PW-Q 2013-01 QUALIFICATIONS (CONTINUED) NOTE: This statement of Proposers Qualifications must be completely filled out, properly executed and returned as part of your proposal. 1. List the true, exact and proper names of the company, partnership, corporation, trade or fictitious name under which you do business and principals by name and titles: Name of Company: Wilesmith Advertising I Design Address: 319 Clematis Street, Suite 710, West Palm Beach, Florida 3340 I Principals: Margaret Wilesmith Titles: President, Treasurer, Secretary 2. a. Are you licensed, as may be required, in the designated area(s) of Miami-Dade County, Florida? X yes ______ _ No _____ _ b. List Principals Licensed: Name(s): ______________ _ Title: ___________________ _ Remarks: ____________________________________ _ 3. How long has your company been in business and so licensed? __ 1_5.....;y_e_a_r_s ___________ _ 4. If Proposer is an individual or a partnership, answer the following: ___ N_I A ____________ _ a. Date of organization: _N_I_A ________________________ _ CITY OF SOUTH MIAMI CITY BRANDING DESIGN & SERVICES RFQ #PW-Q2013-01 QUALIFICATIONS (CONTINUED) b. Name, address and ownership units of all partners: N/A c. State whether general or limited partnership: __________________ _ If Proposer is other than an individual, corporation or partnership, describe the organization and give the name and address of principals. N/A 5. If Proposer is operating under a fictitious name, submit evidence of compliance with the Florida Fictitious Name Statute. 6. How many years has your organization been in business under its present business name? 15 years a. Under what other former names has your organization operated? N/A 7. a. Has your company ever failed to complete a bonded obligation or to complete a Contract? yes __________ __ NO ___ X ____ _ 8. CITY OF SOUTH MIAMI CITY BRANDING DESIGN & SERVICES RFQ #PW-Q 2013-01 PROPOSER'S QUALIFICATIONS (CONTINUED) If so, give particulars including circumstances, where and when, name of bonding company, name and address of owner and disposition of matter: N/A a. List the pertinent experience of the key individuals of your organization (continue on insert sheet, if necessary). Please see pages # 20-26 for team resumes as they are too lengthy to include here. b. State the name of the individual(s) and titles that will have personal supervision of the work: Margaret Wilesmith: President/Creative Director; Project Lead (primary client contact) Scott Eurich: Design and Implementation Director (altemate point of contact) 9. List name and title of persons in your company who are authorized to enter into a Contract with the CITY OF SOUTH MIAMI, Florida for the proposed work should your company be the Successful Proposer. Name Margaret Wilesmith Title President/CEO Phone #: 561 820-9196 Email: m.wilesmith@wadads.com -------------------- CITY OF SOUTH MIAMI CITY BRANDING DESIGN & SERVICES RFQ #PW-Q2013-01 QUALIFICATIONS (CONTINUED) The undersigned guarantees the authenticity of the foregoing statements and does hereby authorize and request any person, firm or corporation to furnish any information requested by the CITY OF SOUTH MIAMI, Florida to verification of the recitals comprising this statement of the Proposers qualifications. DISCOVERY OF ANY OMISSION OR MISSTATEMENT THAT MATERIALLY AFFECTS THE PROPOSERS QUALIFICATIONS TO PERFORM UNDER THE CONTRACT SHALL CAUSE THE OWNER TO REJECT THE PROPOSAL AND IF AFTER THE AWARD TO CANCEL AND TERMINATE THE AWARD AND/OR CONTRACT. Date: 5/07/2013 Margaret Wilesmith Signature Print Name Wilesmith Advertising I Design President/CEO Company Title If Corporation (Seal) If Individual or Partnership, two Witnesses are required: N/A N/A Witness Witness Respectfully submitted (CORPORATE SEAL) Wilesmith Advertising I Design Company -Contractor ATIEST: Margaret Wilesmith Secretary Witness CITY OF SOUTH MIAMI CITY BRANDING DESIGN & SERVICES RFQ #PW-Q2013-01 PROPOSER'S QUALIFICATIONS (CONTINUED) By President Contractor Signature END OF SECTION {Seal} CITY OF SOUTH MIAMI CITY BRANDING DESIGN & SERVICES RFQ #PW-Q2013-01 REFERENCES The following is a list of at least four (4) references that Proposer has provided similar service in the past five (5) years. Government agency references are preferred. 1. Name of Firm, City, County or Agency: _______________________ _ Address: _______ 2_O_'_E_a_st_M_a_in_S_t_re_e_t_, T_a_v_a_re_s_, _FL_3_27_7_8 ____________ _ Contact: John Drury Title: ICMA-CM, City Administrator Telephone :(352 ) 742-6209 Location: Tavares, FL Scope of Work: ___________ _ Brand Assessment, Brand Promise, Brand Design, Graphic Standards Manual, Wayfinding, Environmental Graphics, Marketing Collateral Design, Implementation Document 2. Name of Firm, City, County or Agency: _______________________ _ Address: _______________ N_/A _________________ _ Contact: ___ Bi_"_F_ra_n_c_is_c_o __ Title: Brand Committee Member, EDC Telephone :( 727) 733-6970 Location: N/A Scope ofWork: ___________ _ Community Brand Assessment, Research, Competitive Set Analysis, Findings and Methodology Report, Brand Platform, Position, Byline, Tagline; Collateral and Ad Campaign Creation: Marketing Plan; Integration into Public Realm 3. Name of Firm, City, County or Agency: _______________________ _ Address: ________ ,_o_o_. W_._D_a_n_ia_B_e_a_ch_B_lv_d.:..." D_an_i_a _B_ea_c_h.:...,' _FL_33_0_0_4 _______ _ Contact: __ ..I.,;)e::.;.r-=.e.:...,m:..t..y-=E::.=a-=r'-=.e ___ Title: Executive Director, ASLA, AICP Telephone:( 954) 552-5455 Location: ____ D_a_n_ia_B_ea_c_h_, _F_L ____ _ Scope of Work: ___________ _ Brand Assessment, Brand Promise, Brand Design, Graphic Standards Manual, Wayfinding, Environmental Graphics, Marketing Collateral Design, Implementation Plan 4. Name of Firm, City, County or Agency: _______________________ _ Address:. ______ '_5_5_0_P_a_'m_B_e_ac_h_La_k_e_s_B_o_u_'e_v_ar_d_, _W_e_s_t_P_a_'m_B_e_ac_h_, _F_L_3_3_40_' _____ _ Contact: __ S_h_ir_le-,-y_T_a_'b_e_rt ___ Title: Vice President of Marketing Telephone:( 56' )233-3000 or (56') 762-8857 Location: West Palm Beach, FL Scope of Work: ___________ _ Community Brand Assessment, Competitive Marketing Analysis, Competitive Website Analysis, Findings Reports, Collateral and District Identity Design NOTE: Additional references may be attached and provided. Wilesmith Advertising/Design has a record of success in creating brand identities and implementing brand identity and strategies for destinations and community brands; special districts; major residential, commercial, entertainment and historic centers, and non-profits locally, regionally and nationally. When we approach a project, our goal is perfection. Our intention is to find solutions that will make a difference. Our process is guided by that single-minded intention: to identify your point of difference, articulate your competitive identity, and set a course for communicating your true brand essence. Our process leads us to discover something that may not have been seen before, and our clients love us for it. For cities and destinations, this means creating a unique sense of place -the thoughts, feelings, and impressions people have of you. The challenge is to capture the many diverse components of South Miami in a single powerful identity and to differentiate it from the many cities and towns in Florida and beyond, all vying for market share. Our business model of accountability is as important as our analytical and creative capabilities. We believe in collaboration, and more importantly, active listening. We also believe there are certain essential qualities and attributes that ensure the success of the projects we accept: vision, imagination, focus, insight, laughter, fun, collaboration and the commitment to consistently delivering outstanding value, and that success is centered on three key elements: I. Leadership -the ability to lead teams, and bring vision and understanding of business strategy to achieve success in highly competitive environment. 2. Strategic Thinking -applying critical thinking to communications problems and issues 3. Informed Imagination -applying critical insights to creative exploration 13 Wilesmith has helped over 50 non-profit clients nationally, regionally and locally build their brands through strategic positioning and communications that ensure relevancy, provide a valuable user experience, and influence development. The agency works in the total brand environment to create, build and retain brand value. We have complete capabilities to utilize all appropriate tools and channels of the integrated marketing toolbox including: • Qualitative/Quantitative Market Research • Environmental Graphics • Brand Assessment • Graphic Design • Brand Design and Identity Systems: Logo, • Media Planning Byline,T agline • Media Buying • Brand Extensions • Online/Offline Advertising • Brand Standards Manuals • Promotional Programs • Copywriting • Strategic Planning • Collateral Design • Website Assessment and Design • Creative Development • SEO/SEM • Desk Research • Wayfinding • Direct Mail • THINKING! 14 1997 Local Addys: 14 Golds· 29 Silvers Best of Show -Print· Special judges Award 1997 District Addys: 5 Silvers 1997 National Healthcare Awards Silver -Newsprint· Merit -Brochure 1997 National Mature Media: Bronze -Brochure 1998 Local Addys: 13 Golds· 3 I Silvers 1998 District Addys: I Gold· 6 Silvers South Florida Building Industry Awards 1998: Best of Show -Print Campaign Best of Show -Magazine Print Best of Show -Direct Mail Intemational Professional Services Awards 1998: First Place -Corporate Brochure 1999 Women in Communications Awards (ACE) Ritz-Carlton, Palm Beach· Special Publications Ritz-Carlton, Palm Beach· Marketing Summer Packages 1999 Local Addys: 13 Golds· 36 Silvers Best of Show -Print· Special judges Award (3) 2000 Local Addys: 15 Golds· 20 Silvers Best of Show -Print • Ritz-Carlton, Palm Beach Best of Show -Public Service· Children's Home Society 15 2000 District Addys: 2 Golds· 5 Silvers 200 I Local Addys: 13 Golds· 29 Silvers Best of Show -Print· BABOR Cosmetics Best of Show -Billboard • Lowry Park Zoo, Tampa 200 I District Addys: I Gold· 2 Silvers 2002 Local Addys: 14 Golds· 26 Silvers Best of Show -Electronic • jewish Federation One That Got Away· Wellington Mall 20m American Bankers Association Gold -Newsprint· Fidelity Federal Bank & Trust 2003 Local Addys: 4 Golds· 9 Silvers 2003 National College Marketing Gold -Television· Palm Beach Community College 2004 National Council of Marketing and Public Relations Medallion Award 2004 American Bankers Association, Certificate of Merit, Print 2005 Local Addys: 5 Golds· 14 Silvers Best of Show -Broadcast· Palm Beach Community College ~:() /()(" American Cancer Society American Orchid Society American Red Cross Ascencia, Los Angeles County, CA Children's Home Society City of Tavares, Florida City of Pompano Beach, Florida City of Dania Beach, Florida City of Dunedin, Florida Town of Miami Lakes, Florida City of West Palm Beach, Florida Commission for Jewish Education Councils on Aging: Martin & Indian River Counties Dreyfoos School for the Performing Arts Florida Atlantic University Honors School Greensboro Symphony Orchestra HomeSafe Shelter for Abused Children Humane Society of the Palm Beaches Jewish Federation of Palm Beach County Jewish Federation of South Palm Beach County Kravis Center For The Performing Arts Lowry Park Zoo 16 MorseLife Senior Services Norton Museum of Art Palm Beach Community College Palm Beach Community College Foundation Palm Beach County Cultural Council Palm Beach Mental Health Association Palm Beach Pops Palm Beach Zoo Palm Beach County Convention & Visitors Bureau Peoria County, Illinois; Senior Services Organization of Teratology Specialists, San Diego, CA Public Justice Foundation, Washington, D.C. Preservation Foundation of Palm Beach Scripps Research Institute, La Jolla, CA/Palm Beach, FL South Florida Fair Caron Substance Abuse Rehabilitation Centers, PA. The Benjamin School The Pine School The School for Autism 21 I Information Services South Florida Science Museum We have offered project fees on the following page. Our hourly rates are as follows: Principal/Creative Director/Strategic Communications -$175/hr Design Director -$150/hr Strategic Planning and Marketing -$150/hr Research Audit, Public Relations -$150 /hr Senior Art Director -$150/hr Graphic Designers -$125/hr Administrative/Proofreader -$65/hr 17 Purpose: to gain insight into current brand perceptions and assess the brand environment to include: -Communication, Marketing Materials and Media Audit -Exploration & Discovery with brand committee -Depth interviews with city leaders -Digital Brand Network Assessment: evaluate City's online presence, functionality of proprietary sites, cross- sell functionality, access points, related messaging and user behavior I. Brand Concepts/Mood Board: brand narratives told through key words, typography, photography, iconography, symbols, colors palettes, textures and tones 2. Logo and tagline -Preliminary tagline category trademark and uri search -Logo design informed by mood board outcomes -Present multiple executions to client -Distill concepts and refine 3. Provide final logo as finished art through a dedicated website with downloadable logo files, including PDF standards guide, B&W CMYK and PMS logos, grayscale logos for all applications, plus logos for online usage -Logo Guide: sizes, proper placement, incorrect uses of the logo -Color palettes -specific colors, combinations and usage -Font Guide -type styles, appropriate use -Company template design -positioning of logo, address on letterhead, business cards -Web guidelines -Voice & Style guide 18 • Complete exploration & discovery among brand committee and stakeholders • Analyze and deliver findings, and gain consensus on project direction from all decision makers • Develop and deliver a narrative that communicates the "City of South Miami Experience", unique value attributes and competitive advantages • Develop, present to Brand Committee and refine options for logo/byline/tagline • Brand Standards Manual • Prepare a report supporting the preferred branding option • Deliver report to all decision makers inclusive of a recap of each step of project 19 Margaret Wilesmith: President/Creative Director; Project Lead Scott Eurich: Design and Implementation Director Bill Vervaeke: Research and Strategic Planning Linda Rivera: Senior Art Director Kate Caryk: Graphic Designer Celiese T uason: Jr. Art Director 20 If) N Branding (April 2009 -September 20 10) Margaret Wilesmith, Project Director, Strategic Planning; Scott Eurich, Design Director; Doug Hardee, Creative Director; Linda Rivera, Art Director • Brand Evaluation • Brand Promise and Platform • Brand Design and Identity: Logo, Byline, T agline • Implementation Plan • Wayfnding, Collateral Design, Environmental Graphics, Website Design, Ad Campaign, Brand Standards Manual The City of Tavares, Florida is a stunning example of a municipality that is fully committed to its brand and is seeing remarkable results, in spite of a limited marketing budget. In 2009, the City was implementing a master redevelopment plan, the focus of which was a state-of-the-art seaplane basin, the only one between Georgia and Key West, Florida. At the time, no one could imagine the incredible impact this would have on the City, which had experienced an extended period of decay and economic depression. 30 Hoping to avoid a cookie-cutter approach, Tavares selected Wilesmith Advertising I Design for its fresh and creative perspective to conduct a brand assessment and reinvent the City's brand. We couldn't help but be inspired by the City's intrepid spirit both from a historical and modern perspective. The agency starting by defining the City's distinct value proposition, creating a unique brand identity and implementing it across the brand architecture. The completed initiative included immersion of the new brand design and messaging into the public realm through environmental graphics, wayfinding, collateral design, events, online and offline advertising, public relations and other channels of distribution. The agency was also responsible for creating an inviting, holistic exterior environment. By building an infrastructure supported by a relevant and authentic brand, the City realized a dramatic return on investment in the worst economic downturn since the Great Depression. RESULTS* (3 years) • 37 new businesses, including 2 boutique hotels • One of the largest seaplane manufacturing facilities in the world, Progressive Aerodyne, relocated to city • More than 3,400 seaplanes visits (1000% ahead of projections) • Destination used in a major Hollywood film requiring a seaplane scene, and • Has become a regular stopping point for seaplaners from as far away as Mexico, Italy and France. * Source: Bill Neron, Tavares Economic Development Director 31 LU ex:: o u.. LU a:l a:: LU I-u.. « Lf) (V) - I'- (V) en < t:I -co 0 :r: co [V) Ci!y f,\I~i'1t$. ~M 2f)~ 1 at:{ t"tlt<tmdM :!;;~~rYk;m WQ~'l'Ji MW ? .. ~y ~.ffitjut)' Sill C:!r!HfiJ,~ T;Jv~'kf¢$. A!~ ~ $lg.:'l! UP $!.~p4;J~ Ba$!;i a M~rlM :SpZ~5P"l Pane en~jf, InSh~aQ" i,;."t<h1 illt Qry 4>y i$l~'1t:!)r;11I'ir'R,f"ii, NfiN;'; & }I.NNOIJNCEM£NTS l'k;l-VIl' e .. rth C"<Ii><""j~B '" W~t<>I> PM"-s,,"',doV, l\prli111. F,"~ A.J!¥'fli1'5kC<l Ta"1l'f(:$> Art in the-~\li!f~ ~I/} featiWe (:rof)"tde ArtJ$t$ (Ito( ~Ii f:.:i1ibA; Op.0tl~ r·iM tl R~;\f,~);;{:> 1't}:¥iI"-~S ao::cptif.lGl .;.p~lia'~ tor Arts" ~~tliiriil Alli~ fepii:HnUlUVe R~P-fC${:f;\ ~J"i: City VlI ~r~ !,..ake 'CO(,l(f{ A~~ eo. -LJJ!to.Jf1)i Aili~fll;f! .tu;illISI)['f Fx .. :m:}1 INtiitiUIOut1 PoacriptlQn Drug Tau &ad Day iJ. April:lOl kr,~o In ,c0~"'''llJl pr¢$-cnpt!i;l[l; !if"fr; ,:oHcct<:M'i ~Ith #,':;: ~~ft't TOYiGre5 lm,tal~ rim WiI}'1ilmhfll1,J 519;'1 Downtown !:i.~ 42 !-nt,I.[JWU',,'! 1'1 CM.i'-NiMlt T .... , •• Iii 1$"~ f<il!«'fll!ni iM&,4teit Wed, •. 20 ~~v'1Y(,~JJr.(il M(~~t:ir.tg $iOt,A!,<-U ff~ftt-~ DI'i)" in t.~ Pi*'~ l~AQ<; ~ ~t is T{lYjlf$ A!(t-rt?> Yff.l-W{..!d1 Vi@'o1~' (-tm CK Ln.us Vtl*'w"."}':;j .. Prup-Sit-rOt,} New!ikUer -Mart.h '" ("Jt'{ f.~ ~r,~xhJ!l?,' i{:tl 2'01 j. a Or.:¥ N-e1t"f~eUcr • Man:tv'AiJf!! Mn "" ~ IJ4l flOf T'1Vij,t'% A.~rt ~ .ocr Setcr Oty -:(tfiEfi,l>t), i~afl> ,. iill~y.f;!q't''5 R~iV{l Ofl1:.i.,l n~m{<~ ~~ ~ ~ il~ ~ :!; ij ~ I ~ H i ~ ~~ I I I ~ J ~~ , ~ it. 4 \1 ~ t <> i J !q ~ ~ I l ~ ., ill ~ Ii lUi l ~ ~ "j " ~ E r {i ~L ~ ! ~ .'£ " } ,{ ~b~ H~ ; 1. ' ,. ~f! Jh i hI II "~ ~f. ! ~~ ~~~ ti • ;' fI~:{ T l,~~ ~al T 5 O! ; f" g ~~. '" !~ i . ~ ~ I I '!!§'1! ~ 'l\ ~ !il J I'~ } .. # < .. } oX lI" l~ ~ j IH , !~~ r r" ilm i p U~ , .E . '. .. ~ § .:; i~f ~!;§ J PI' : : '£: ; r~ n~ U' ~ i..! ". l-~~ ,;, ...c u 0 - Cl:l c: 0 ::;;;.;::::: 0 -+-- -0 c: 0 I.-J Cl:l V) -0 >-- 0 $: 0 '-- t:::e.:I c: -+-- V") '--i:...L... a:: W I- U. « w a:: o u. w co I'-- 'T Margaret Wilesmith, Project Director, Strategic Planning; Scott Eurich, Design Director; Jennifer Dempsey, Research; Linda Rivera, Jon Chung Art Directors • Market research • Brand Assessment; Brand Report • Brand Promise and Platform • Brand Design and Identity: Logo, T agline • Wayfnding, Collateral Design, Environmental Graphics, Website Design, Ad Campaign, Brand Standards Manual T ransitioning from its agricultural roots, the City of Pompano Beach had experienced prolonged economic decline in spite of its many natural assets including a spectacular beach, 47 parks and reputation for the best deep sea fishing in Florida. Unfortunately this was all surrounded by low income housing and vacant commercial space. The City's reputation as a welcoming place to visit or do business was also in the negative space, not helped by its leading role on "Police Women of Broward County" which, with its focus on crime, further undermined the CRA's efforts to rehabilitate the City and its Image. With a redevelopment plan ready to launch, the City selected Wilesmith to conduct a brand assessment and rebrand the City for the purpose of economic development. The agency worked with a 12-member brand 52 committee comprised of representatives of the Economic Development Council. Chamber, Cultural Council, Hotel Association, and numerous other community agencies and organizations. Wilesmith conducted extensive in-market intercept surveys as well as brand imprint sessions with city commissioners, residents, business owners and city employees The insights gained from this research led us to articulate the brand promise and establish a new brand identity which has been put to work to support redevelopment efforts in the industrial and tourism sectors. The critical feature of the rebrand was early adoption of the Brand Promise and Identity internally. This initiated a cultural change that shifted the focus onto the customer, and facilitated the brand's successful integration into the public realm. The Brand Promise is now the battle cry for everyone at every City level with "their hands on the brand." The Pompano Beach Brand Promise For people who value genuine hometown qualities but also want the lifestyle a progressive, modern city offers, we will provide an environment where your comfort, enjoyment and success is our top priority. We will do everything possible to make it easy and pleasant for you to enjoy our beaches and parks or to do business here. In every interaction we will affirm your choice of Pompano Beach by welcoming you warmly and making you feel an important and valued part of our community. This Brand Promise was a result of an in-depth brand assessment process and approved by the Brand Committee and City Commission prior to the Brand Design process which is demonstrated in this case study. 53 w 0:::: o LL W co Lf) Lf) 0. Q) E 0 C,..) -Q) S +-' en Q) a::: w ~ E I- LL U') "'- ct1 « S en ct1 "'0 "'- 0 u.. co Lf') CD E 0 (.) Q) 3: ...... en CD E '- ctI s: ~en ctI "C 0 I-'-D 0 u.. 0 ...c <I.) e c: ?cl 0 '-> '-D Q) 3: Q) ..... "" Q) ...Cl E ... t':l 3: -"" t':l "0 ';:: 0 u.. ~! .: ~ ~ ;~ - Branding and Marketing (May 20 I I -November 2012) Margaret Wilesmith, Project Director, Strategic Planning; Scott Eurich, Design Director; Bill Vervaeke, Research; Linda Rivera, Jon Chung, Art Directors • Qualitative/Quantitative Market Research • Brand Assessment; Brand Report • Brand Promise and Platform • Brand Design and Identity: Logo, Byline, T agline • Collateral Design, Environmental Graphics, Ad Campaign, Economic Development Brochure, Merchandise Design • Standards Manual • Marketing Plan Dunedin is an interesting story. While we have a superb relationship with the City and believe it is on the cusp of becoming a great place brand, it is also an example of how a City can lose control ofthe branding process. 68 Dunedin is one of Florida's most charming cities. However, it was not realizing its potential for economic development in the tourism or small-to mid size business sector. The City had a great product, but its brand had never been refined or articulated. The City selected Wilesmith, again for our fresh perspective and hands-on style. The agency immersed itself in the City, working with the brand committee, conducting focus groups with business leaders, spending time with visitors and residents, and evaluating key value assets and their respective weight in creating a compelling brand story. The extensive research, including a community survey that saw an extraordinary level of resident participation, revealed that Honeymoon Island is considered the City's most unique value asset in attracting visitors. No other destination can claim Honeymoon Island as its own. The added bonus is the evocative, magical name of the Island itself. Based on this finding, along with other key supporting features, the agency developed a brand identity that encompassed three major features: water, the nature trail, the indigenous osprey, which all combine to form a heart symbolizing the romance of Honeymoon Island and the Dunedin experience. The byline, "Home of Honeymoon Island" captures the unique selling proposition of the City supported by the brand promise expressed in the tagline "We'll Win Your Heart." The identity simply and elegantly tells a wonderful, evocative story about the City. The brand solution was presented to enthusiasm and applause in the City Commission chambers. 69 Unfortunately, the process was hi-jacked by a vocal minority who either did not support the brand process from the beginning or had limited knowledge or understanding of the process. In a misguided effort to achieve 100% community buy-in, (perhaps an overly optimistic goal for any city undertaking), the City lost control of their own brand, and with it, their opportunity to be represented in a truly unique and memorable way. While we were disappointed with the Commission's ultimate decision to select one of our other logo designs, it was only because we truly believe that the original selection was the right one for the City. However, we have always enjoyed open and candid communications with our client, and continue to work with them to implement their new brand through a multi-year integrated marketing program encompassing all elements of the marketing toolkit. This is a cautionary tale for those undertaking the time and expense of a branding initiative. City leaders have the responsibility for economic development, the sole purpose for branding in the first place. Therefore they must be the custodians oftheir brands. They must set the tone and be the primary brand stewards. It cannot be compromised, crowd-sourced or managed. However, it also points to the importance of ongoing community- wide communications and engagement throughout the process to facilitate understanding and buy-in. 70 .... .... n oj 0>-OJ .« I S C ,-0::: W ::J ::J 0 0 >->- ;;; ~ OJ 2 .... V) -t:: OJ :J 5: u Z c 0 (/) c 0 III 0 ,-e >- Q) ,- Z '-- 0 I ,+-- 0 Q) E 0 I " z ~ ,..", I--l :J3 Q ?: ,...:.:; ~ '--, ~ ;2 ;:::~ <11 t: 5: Z ~ 'J :, ..... .,.--:s:: cu 8 ~ ::::: ~~.-,. 2 - --7 L_ z z .-,; ~ 'J) 0 :5: ~; Q z :) I-LJ " ~ 2- )... :.::.; <.~ -7 L_ .. -Z z ~ ~ ~ -CJ Q ~ Q Z -< t ~ ~ ~ ~ ~ 08 ~ ~ ~~ ~ ~ N r---Z ~ 0 ~ ::c ~ ~ 0 ~ ~ ~ 0 ~ u c 0 U') !!II C 0 0 E >-(V) r--CD C 0 I '4--- 0 E 0 I u Z~ ....... a (]) E o I N co The City of We'5t Palm Beach retained us to create a brand for the blighted we'5t side of the Pleasant City in redevelopment for emerging and e'5tablished arti'5ts would live, work and market their work through galleries and public events. The assignment was to create a name, tagline and logo for the district. The goal was an urban, modern, and cool brand identity; a place artists would feel reflects their vibe and vision. The agency developed names using frames of reference including area history, art history, important arts movements and fonms, arti'5ts' colonies and their genesis, as well as geographic markers. The location abutted 23rd St. and would be located on city lots #2 and #3. And that's how Lot23 came to be the emerging artists district. The tagline, 'The Artful Side of Pleasant City", was incorporated into the logo rather than use it as a separate element. The logo is a modern graphic treatment referencing the lot gridlines to artfully form the number 23 in the negative space. (Kismet in the world of graphic design.) The tagline wraps around the side of logo to suggest the very specific, self-contained nature of the district. The result is unique and distinctive -edgy, hip and urban. 83 NEIGHBORHOOD The Heart and Soul of West Palm Beach HISTORIC DISTRICT The City of West Palm Beach, Florida contracted with Wilesmith to brand its Northwest neighborhood which had suffered from years of neglect, crime and economic decline, and is now in redevelopment. Its residents have a deep love and connection to the neighborhood, which has more churches than any other in the city, and a distinguished black history. The logo design renders the letter N into a heart symbolizing the residents' feelings about the district. The circle communicates connection and community. The tagline expresses both the feelings and character of the neighborhood. 84 ~ -- - Lf) co >--........J I-- Z :::> Z 0 I U « w ........J co :?: ~ .....J :) « '-D co 0... (./) ~ ~ ~ 0 ..... ~ ~ ~ ~ b d Z Z "'>;:5 ~ ~ ~ ..... 0 '-.l 0 "" ~ ~ U "" " C< <Xl l? ~ < ..... ;:s Z i--i ~ ~ ~ .... ~ ~ Q 0 "" V) .... Q ~ ~ ~ ~ ~ .... .... l: c3 co co a: <C :E <C 0::: <i' co :? - f-- It liiull <C < ~ ~ ~ ~ ~ ~ ~ < ~ 0 ~ ~ ~ ~ ~ ~ ~ ~ ~ Downtown Development Authority Annual/Business Reports (City of West Palm Beach) 92 ~ ::J ..s::::. u 2 co +-' C Q) E 0... 0 ill > Q) 0 u "E 0 c (Y) 0 0'- U W ..s::::. u m Q) co E (ij CL +-' V1 Q) 5 '-+- 0 >--:t:: U SECTION IV PROPOSAL PACKAGE City Branding Design & Services QUALIFICATIONS ARE DUE ON OR BEFORE: Tuesday, May 7, 2013 @ 2:00 PM TO: CITY HALL OFFICE OF THE CITY CLERK 6130 Sunset Drive South Miami I Florida 33143 THIS RFQ SUBMITTED BY: COMPANY NAME: Wilesmith Advertising I Design ADDRESS: 3 19 Clematis Street, Suite 710, West Palm Beach, Florida 3340 I TELEPHONE: ( 561 ) 820-9196 FAX#: ( 561 ) 835-0413 EMAIL: __ m_.w_I_·le_s_m_it_h...;:@:;;:;.w_a_d_ad_s:......c:...o_m __ SECTION IV RFQ REQUIREMENTS CHECKLIST RFQ #PW-Q2013-01 Proposer has attached all documents listed in the checklist as provided and any other pertinent information. Section 1.01 CHECK LIST FORMS ATTACHED Bid Package: One (l) original and Nine (9) copies Yes X No Proposal Confirmation Yes X No Scope of Services/Plan Yes X No Proposer's Qualifications Yes X No Proposer's References Yes X No Indemnification Clause Yes X No Non-Collusive Affidavit Yes X No Drug-Free Workplace Form Yes X No Sworn Statement on Public Entity Crimes Yes X No Related Party Transaction Verification Form Yes X No Exception to the Request for Proposals Yes X No Addendum Acknowledgement Form Yes X No Anti-Kickback Affidavit Yes X No Proof of Insurance Yes X No Contract/ Agreement Yes X No CITY OF SOUTH MIAMI CITY BRANDING DESIGN & SERVICES RFQ #PW-Q2013-01 PROPOSAL CONFIRMATION In accordance with the requirements to provide City Branding Design & Services, RFQ #PW-Q2013-01, the undersigned submits the attached proposal. Proposer has examined the site and locality where the work is to be performed and is fully aware of the scope of work based on these requirements, the legal requirements (federal, state and local laws, ordinances, rules and regulations) and the conditions affecting cost, progress or performance of the work and has made such independent investigation as Proposer deems necessary. This proposal is genuine and not made in the interest of or on behalf of any undisclosed person, firm or corporation and is not submitted in conformity with any agreement or rules of any group, association, organization or corporation; Proposer has not directly or indirectly induced or solicited any other Proposer to submit a false or sham proposal; Proposer has not solicited or induced any person; firm or a corporation to refrain from proposing and Proposer has not sought by collusion to obtain for himself any advantage over any other Proposer or over Owner. The Proposer shall acknowledge this Proposal by signing and completing the spaces provided. I hereby submit this Proposal Package for City Branding Design & Services), RFQ #PW-Q2013-0l to the City of South Miami with the full understanding of the Request for Qualifications, General and Special Conditions and Detail Requirements and the entire Proposal Package. Margaret Wilesmith, Wilesmith Advertising I Design 5/0712013 ------------------Proposer's Name Signature Date State of: FLORIDA County of: PALM BEACH COUNTY The foregoing instrument was acknowledged before me this _ day of _____ --', 2013, by ____ _ _______________ -', who is (who are) personally known to me or who has produced __ _ ________________ as identification and who did (did not) take an oath. Notary Public Signature Notary Name, Printed, Typed or Stamped Commission Number: __________ _ My Commission Expires: _________ _ CITY OF SOUTH MIAMI CITY BRANDING DESIGN & SERVICES RF #PW-Q2013-01 INDEMNIFICATION CLAUSE The parties agree that one percent (1%) of the total compensation paid to Contractor for the work of the contract shall constitute specific consideration to Contractor for the indemnification to be provided under the Contractor. The Proposer shall indemnify and hold harmless the City Commission, the CITY OF SOUTH MIAMI, and their agents and employees from and against all claims, damages, losses and expenses including attorney's fees arising out of or resulting from the performance of the work provided that any such claim, damage, loss or expense (l) is attributable to bodily injury, sickness, disease or death, or to injury to or destruction of tangible property (other than the work itself) including the loss of use resulting therefrom, and (2) is caused in whole or in part by any negligent act or omission of the Contractor, any subcontractor, anyone directly or indirectly employed by any of them or anyone for whose acts any of them may be liable, regardless of whether or not it is caused in part by a party indemnified hereunder. In any and all claims against the Owner, or any of their agents or employees by any employee of the Proposer, any subcontractor, anyone directly or indirectly employed by any of them or anyone for whose acts any of them may be liable, the indemnification obligation under this Paragraph shall not be limited in any way by any limitation on this amount or type of damages compensation or benefits payable by or for the Contractor or any subcontractor under Worker's Compensation Acts, Disability Benefit Acts or other Employee Benefit Acts. Nothing in this section shall affect the immunities of the City pursuant to Chapter 768, Florida Statutes. Margaret Wilesmith, Wilesmith Advertising I Design ~----------------------------------------------------------Proposer's Name Signature State of: FLORIDA County of: PALM BEACH COUNTY 5/0712013 Date The foregoing instrument was acknowledged before me this _________ day of _____________________________________ " 2013, by _____________________________________________________________ -', who is (who are) personally known to me or who has produced _________________________________________________ as identification and who did (did not) take an oath. Notary Public Signature Notary Name, Printed, Typed or Stamped Co m miss io n N u m be r: ____________________________________ _ My Com miss io n Exp ires : ________________________________ _ State of Florida } } 55: County of Palm Beach} CITY OF SOUTH MIAMI CITY BRANDING DESIGN & SERVICES RFQ #PW-Q2013-01 NON-COLLUSIVE AFFI DAVIT ___ M_a_r-,=,gc-a_re_t_W __ ile_s_m_it_h ___ being first duly sworn deposes and says that: a) He/she is the Owner , (Owner, Partner, Officer, Representative or Agent) of Wilesmith Advertising I Design, the Proposer that has submitted the attached Proposal; b) He/she is fully informed respecting the preparation and contents of the attached Proposal and of all pertinent circumstances respecting such Proposal; c) Such Proposal is genuine and is not collusive or a sham Proposal; d) Neither the said Proposer nor any of its officers, partners, owners, agents, representatives, employees or parties in interest, including this affiant, have in any way colluded, conspired, connived or agreed, directly or indirectly, with any other Proposer, firm, or person to submit a collusive or sham Proposal in connection with the Work for which the attached Proposal has been submitted; or to refrain from proposing in connection with such work; or have in any manner, directly or indirectly, sought by person to fix the price or prices in the attached Proposal or of any other Proposer, or to fix any overhead, profit, or cost elements of the Proposal price or the Proposal price of any other Proposer, or to secure through any collusion, conspiracy, connivance, or unlawful agreement any advantage against (Recipient), or any person interested in the proposed work; e) The price or prices quoted in the attached Proposal are fair and proper and are not tainted by any collusion, conspiracy, connivance, or unlawful agreement on the part of the Proposer or any other of its agents, representatives, owners, employees or parties in interest, including this affiant. Signed, sealed and delivered in the presence of: Witness Witness By: ________ _ (Printed Name) (Title) State of Florida ) SS: County of Palm Beach) CITY OF SOUTH MIAMI CITY BRANDING DESIGN & SERVICES RFQ #PW-Q2013-01 NON-COLLUSIVE AFFIDAVIT (CONTINUED) ACKNOWLEDGMENT BEFORE ME, the undersigned authority personally appeared to me well known and known by me to be the person described herein and who executed the foregoing Affidavit and acknowledged to and before me that executed said Affidavit for the purpose therein expressed. WITNESS, my hand and official seal this __ day of _____ ....J1 2013. My Commission Expires: Notary Public State of Florida at Large END OF SECTION CITY OF SOUTH MIAMI CITY BRANDING DESIGN & SERVICES RFQ #PW-Q2013-01 DRUG-FREE WORKPLACE FORM The undersigned vendor in accordance with Florida Statute 287.087 hereby certifies that ________ _ Wilesmith Advertising I Design does: (Name of Business) 1) Publish a statement notifying employees that the unlawful manufacture, distribution, dispensing, possession, or use of a controlled substance is prohibited in the workplace and specifying the actions that will be taken against employees for violations of such prohibition. 2) Inform employees about the dangers of drug abuse in the workplace, the business's policy of maintaining a drug-free workplace, any available drug counseling, rehabilitation, and employee assistance programs, and the penalties that may be imposed upon employees for drug abuse violations. 3) Give each employee engaged in providing the commodities or contractual services that are under bid a copy of the statement specified in subsection (1). 4) In the statement specified in subsection (I), 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. As the person authorized to sign the statement, I certify that this firm complies fully with the above requirements. 5/07/2013 Proposers Signature Date Margaret Wilesmith Print Name CITY OF SOUTH MIAMI CITY BRANDING DESIGN & SERVICES RFQ #PW-Q2013-01 SWORN STATEMENT ON PUBLIC ENTITY CRIMES SECTION 287.133(3) (a), FLORIDA STATUTES (CONTINUED) THIS FORM MUST BE SIGNED AND SWORN TO IN THE PRESENCE OF A NOTARY PUBLIC OR OTHER OFFICIAL AUTHORIZED TO ADMINISTER OATHS. 1. This sworn statement is submitted to the City of South Miami by Margaret Wilesmith, President [Print individual's name and title] for Wilesmith Advertising I Design [Print name of entity submitting sworn statement] whose business address is 3 19 Clematis Street, Suite 710, West Palm Beach, Florida 3340 I and (if applicable) its Federal Employer Identification Number (FEIN) is 65-0925828 (If the entity has no FEIN, include the Social Security Number of the individual signing this sworn statement: _______ N_I_A _______ _ 2. I understand that a "public entity crime" as defined in Paragraph 287.133(1)9g), Florida Statutes, means a violation of any state or federal law by a person with respect to and directly related to the transaction of business with any public entity or with an agency or political subdivision of any other state or the United States, including, but not limited to, any bid or contract for goods and services to be provided to any public entity or an agency or political subdivision of any other state or of the United States involving antitrust, fraud, theft, bribery, collusion, racketeering, conspiracy, or material misrepresentation. 3. I understand that "convicted" or "conviction" as defined in Paragraph 287.133(1} (b), Florida Statutes, means a finding of guilt or a conviction or a public entity crime, with or without an adjudication of guilt, in any federal or state trial court of record relating to charges brought by indictment or information after July 1, 1989, as a result of a jury verdict, non jury trial, or entry of a plea of guilty or nolo contendere. CITY OF SOUTH MIAMI CITY BRANDING DESIGN & SERVICES RFQ #PW-Q2013-01 SWORN STATEMENT ON PUBLIC ENTITY CRIMES (CONTINUED) SECTION 287.133(3) (a), FLORIDA STATUTES 4. I understand than an "affiliate" as defined in Paragraph 287.133(1) (a), Florida Statutes, means: a) A predecessor or successor of a person convicted of a public entity crime; or b) An entity under the control of any natural person who is active in the management of the entity and who has been convicted of a public entity crime. Te term "affiliate" includes those officers, directors, executives, partners, shareholders, employees, members, and agents who are active in the management of an affiliate. The ownership by one person of shares constituting a controlling interest in another person, or a pooling of equipment or income among persons when not for fair market value under an arm's length agreement, shall be a prima facie case that one person controls another person. A person who knowingly enters into a joint venture with a person who has been convicted of a public entity crime in Florida during the preceding 36 months shall be considered an affiliate. 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 goofs or services let by a public entity, or which otherwise transacts or applies to transact business with a public entity. The term "person" includes those officers, directors, executives, partners, shareholders, employees, members, and agents who are active in the management of an entity. 6. Based on information and belief, the statement that I have marked below is true in relation to the entity submitting this sworn statement. [Indicate which statement applies.] ~ Neither the entity submitting this sworn statement, nor any officers, directors, executives, partners, shareholders, employees, members, or agents who are active in the management of the entity, not any affiliate of the entity, has been charged with and convicted of a public entity crime subsequent to July 1, 1989. __ This entity submitting this sworn statement, or one or more of its officers, directors, executives, partners, shareholders, employees, members, or agents who are active in the management of the entity, or an affiliate of the entity has been charged with and convicted of a public entity crime subsequent to July 1, 1989. CITY OF SOUTH MIAMI CITY BRANDING DESIGN & SERVICES RFQ #PW-Q2013-01 SWORN STATEMENT ON PUBLIC ENTITY CRIMES (CONTINUED) SECTION 287.133(3) (a), FLORIDA STATUTES Wilesmith Advertising I Design the entity submitting this sworn statement, or one or more of its officers, directors, executives, partners, shareholders, employees, members, or agents who are active in the management of the entity or an affiliate of the entity has been charged with and convicted of a public entity crime subsequent to July 1, 1989. However, there has been a subsequent proceeding before a Hearing Officer of the State of Florida, Division of Administrative Hearings and the Final Order entered by the Hearing Officer determined that it was not in the public interest to place the entity submitting this sworn statement on the convicted vendor list. [Attach a copy of the final order] I UNDERSTAND THAT THE SUBMISSION OF THIS FORM TO THE CONTRACTING OFFICER FOR THE PUBLIC ENTITY IDENTIFIED IN PARAGRAPH 1 ABOVE IS FOR THAT PUBLIC ENTITY ONLY AND, THAT THIS FORM IS VALID THROUGH DECEMBER 31 OF THE CALENDAR YEAR IN WHICH IT IS FILED. I ALSO UNDERSTAND HAT I AM REQUIRED TO INFORM THE PUBLIC ENTITY PRIOR TO ENTERING INTO A CONTRACT IN EXCESS OF THE THRESHOLD AMOUNT PROVIDED IN SECTION 287.017, FLORIDA STATUTES, FOR CATEGORY TWO OF ANY CHANGE IN THE INFORMATION CONTAINED IN THIS FORM. Wilesmith Advertising I Design Proposer's Name Proposer's Signature Sworn to and subscribed before me this __ day of ___ -', 2013. Personally known _______________________ _ OR produced identification _______ Notary Public State of Florida at Large (Type of identification) My commission expires _____ _ (Printed, typed or stamped commissioned Name notary public) "RELATED PARTY TRANSACTION VERIFICATION FORM" Margaret Wilesmith , individualy and on behalf ofNilesmith Advertising I Desig~"Firm") have Name of Representative Company/Vendor/Entity read the City of South Miami ("City")'s Code of Ethics, Section SA-1 of the City's Code of Ordinances and I hereby certify, under penalty of perjury that to the best of my knowledge, information and belief: (1) neither I nor the Firm have any conflict of interest (as defined in section SA-1) with regard to the contract or business that I, and/or the Firm, am(are) about to perform for, or to transact with, the City, and (2) neither I nor any employees, officers, directors of the Firm, nor anyone who has a financial interest greater than 5% in the Firm, has any relative(s), as defined in section SA-1, who is an employee ofthe City or who is(are) an appointed or elected official of the City, or who is(are) a member of any public body created by the City Commission, i.e., a board or committee of the City, [while the ethics code still applies, if the person executing this form is doing so on behalf of a firm whose stock is publicly traded, the statement in this section (2) shall be based solely on the signatory's personal knowledge and he/she is not required to make an independent investigation as to the relationship of employees or those who have a financial interest in the Firm]; and (3) neither I nor the Firm, nor anyone who has a financial interest greater than 5% in the Firm, nor any member of those persons' immediate family (Le., spouse, parents, children, brothers and sisters) has transacted or entered into any contract(s) with the City or has a financial interest, direct or indirect, in any business being transacted with the city, or with any person or agency acting for the city, other than as follows: NI A (use a separate sheet to supply additional information that will not fit on this line but make reference to the additional sheet which must be signed under oath). [while the ethics code still applies, if the person executing this form is doing so on behalf of a firm whose stock is publicly traded, the statement in this section (3) shall be based solely on the signatory's personal knowledge and he/she is not required to make an independent investigation as to the relationship of those who have a financial interest in the Firm]; and (4) no elected and/or appointed official or employee of the City of South Miami, or any of their immediate family members (Le., spouse, parents, children, brothers and sisters) has a financial interest, directly or indirectly, in the contract between you and/or your Firm and the City other than the following individuals whose interest is set forth following their names: N/A (use a separate sheet to supply additional "'-in-;:"fo-r-m-a-t"'""io-n-t-:"h-a-t-w"""i:-:-II-n-ot-f-:::-it-o-n---:th:-:i"'-s ""'Ii-ne~b-u-t -m-a-:-k-e-reference to the add itiona I sheet wh ich must be signed under oath). The names of all City employees and that of all elected and/or appointed city officials or board members, who own, directly or indirectly, an interest offive percent (5%) or more ofthe total assets of capital stock in the firm are as follows: NI A (use a separate sheet to supply additional information that will not fit on this line but make reference to the additional sheet which must be signed under oath). [while the ethics code still applies, if the person executing this form is doing so on behalf of a firm whose stock is publicly traded, the statement in this section (4) shall be based solely on the signatory's personal knowledge and he/she is not required to make an independent investigation as to the financial interest in the Firm of city employees, appointed officials or the immediate family members of elected and/or appointed official or Employee]. (5) I and the Firm further agree not to use or attempt to use any knowledge, property or resource which may come to us through our position of trust, or through our performance of our duties under the terms of the contract with the City, to secure a special privilege, benefit, or exemption for ourselves, or others. We agree that we may not disclose or use information, not available to members of the general public, for our personal gain or benefit or for the personal gain or benefit of any other person or business entity, outside of the normal gain or benefit anticipated through the performance of the contract. (6) I and the Firm hereby acknowledge that we have not contracted or transacted any business with the City or any person or agency acting for the City, and that we have not appeared in representation of any third party before any board, commission or agency of the City within the past two years other than as follows: N/A (use a separate sheet to supply additional information that will not fit on this line but make reference to the additional sheet which must be signed under oath). (7) Neither I nor any employees, officers, or directors of the Firm, nor any of their immediate family (Le., as a spouse, son, daughter, parent, brother or sister) is related by blood or marriage to: (i) any member of the City Commission; (ii) any city employee; or (iii) any member of any board or agency of the City other than as follows: N/A (use a separate sheet to supply additional information that will not fit on this line but make reference to the additional sheet which must be signed under oath). [while the ethics code still applies, if the person executing this form is doing so on behalf of a firm whose stock is publicly traded, the statement in this section (7) shall be based solely on the signatory's personal knowledge and he/she is not required to make an independent investigation as to the relationship by blood or marriage of employees, officers, or directors of the Firm, or of any of their immediate family to any appOinted or elected officials of the City, orto their immediate family members]. (8) No Other Firm, nor any officers or directors of that Other Firm or anyone who has a financial interest greater than 5% in that Other Firm, nor any member of those persons' immediate family (Le., spouse, parents, children, brothers and sisters) nor any of my immediate family members (hereinafter referred to as "Related Parties") has responded to a solicitation by the City in which I or the Firm that I represent or anyone who has a financial interest greater than 5% in the Firm, or any member of those persons' immediate family (Le. spouse, parents, children, brothers and sisters) have also responded, other than the following: N/A ~c:-----,=-_--;-:--;:'"_:--_--:-_--::-_{use a separate sheet to supply additional information that will not fit on this line but make reference to the additional sheet which must be signed under oath). [while the ethics code still applies, if the person executing this form is doing so on behalf of a firm whose stock is publicly traded, the statement in this section (8) shall be based solely on the signatory's personal knowledge and he/she is not required to make an independent investigation into the Other Firm, or the Firm he/she represents, as to their officers, directors or anyone having a financial interest in those Firms or any of their any member of those persons' immediate family]. (9) I and the Firm agree that we are obligated to supplement this Verification Form and inform the City of any change in circumstances that would change our answers to this document. Specifically, after the opening of any responses to a solicitation, I and the Firm have an obligation to supplement this Verification Form with the name of all Related Parties who have also responded to the same solicitation and to disclose the relationship of those parties to me and the Firm. {lO)A violation of the City's Ethics Code, the giving of any false information or the failure to supplement this Verification Form, may subject me or the Firm to immediate termination of any agreement with the City, and the imposition of the maximum fine and/or any penalties allowed by law. Additionally, violations may be considered by and subject to action by the Miami-Dade County Commission on Ethics. Under penalty of perjury, I declare that I have made a diligent effort to investigate the matters to which I am attesting hereinabove and that the statements made hereinabove are true and correct to the best of my knowledge, information and belief. Signature: ___________ _ Print Name & Title: Margaret Wilesmith. President Date: 5/07120 I 3 ATIACHED: Sec. 8A-l-Conflict of interest and code of ethics ordinance. CITY OF SOUTH MIAMI CITY BRANDING DESIGN & SERVICES RFQ #PW-Q2013-01 EXCEPTION TO THE REQUEST FOR QUALIFICATIONS NOTE: Please note any exceptions to the provisions of the RFQ. (Additional sheets may be attached.) However, all alterations or omissions of required information or any change in proposal requirements are done at the risk of the Proposer presenting the proposal and may result in the rejection thereof. The City reserves the right to require strict compliance with the terms of the RFP and to reject any exceptions or alternative proposals. N/A Proposer: CITY OF SOUTH MIAMI CITY BRANDING DESIGN & SERVICES RFQ #PW-Q2013-01 ADDENDUM ACKNOWLEDGEMENT FORM Addendum #Date Received ADDENDUM No. # I 413012013 ADDENDUM No. #2 5/0112013 ADDENDUM No. #3 5/02/2013 Wilesmith Advertising I Design (Company Name) (Signature) Margaret Wilesmith, President (Printed Name & Title) STATE OF FLORIDA } CITY OF SOUTH MIAMI CITY BRANDING DESIGN & SERVICES RFQ #PW·Q2013-01 ANTI·KICKBACK AFFIDAVIT } SS: COUNTY OF MIAMI-DADE } I, the undersigned, hereby duly sworn, depose and say that no portion of the sum herein bid will be paid to any employees of the City of South Miami, its elected officials, and _____________ or its design consultants, as a commission, kickback, reward or gift, directly or indirectly by me or any member of my firm or by an officer of the corporation. By: Margaret Wilesmith Title: President Sworn and subscribed before this __ day of _____ -', 2013 Notary Public, State of Florida (Printed Name) My commission expires: _________ _ END OF SECTION CITY OF SOUTH MIAMI CITY BRANDING DESIGN & SERVICES RFQ #PW-Q2013-01 AGREEMENT THIS AGREEMENT is made this __ day of ,2013 by and between the City of South Miami, Florida (the "City") and Wilesmith Advertising I Design (the "Contractor"). The parties, for the consideration provided for below, mutually agree as follows: 1. SCOPE OF WORK The Contractor shall furnish all labor, materials, supervision, equipment, supplies, and incidentals required to perform the scope of work as outlined in the RFQ Detailed Requirements Section III or modified by addendums. Designs, Drawings, Detailed Specifications, Plans and Branding Strategies developed by the "Contractor" for the City; including colors, materials, etc., shall become the property of the City and shall be provided to the City upon request. 2. COMPENSATION/PAYMENT 2.1 Contractor shall provide the City with an invoice on a monthly basis within ten (10) days of the end of each month stating the services provided in the preceding month. 2.2 The City shall make payment on said invoices of approved amounts due, as required under the Florida Prompt Payment Act. No payments shall be due or payable for Work not performed or materials not furnished. If there is a dispute with regard to an invoice, the City may withhold payment until all requested supporting materials are received from Contractor and the dispute is resolved. 2.3 Contractor shall be compensated at the unit prices specified in the Bid Proposal, attached hereto as Exhibit "B", based upon the actual Work completed for the month. The total compensation under this Agreement shall not exceed $ 20,000 (the "Agreement Sum"). 3. TERM This Agreement shall be effective upon execution by both parties and shall continue for a term of One (1) Year. At its sole discretion, the City may extend the Term of the contract in the event the contract has provided just cause for an extension. This extension may be exercised at the sole discretion of the City Manager. Such extension shall be effective upon receipt of a written notice from the City Manager to the Contractor received no later than 30 days prior to the date of termination. 4. PROTECTION OF PROPERTY AND THE PUBLIC The Contractor shall continuously maintain adequate protection of all his Work from damage and shall protect public and private property from injury or loss arising in connection with this Agreement as follows: 5.1 The Contractor shall take all necessary precautions for the safety of employees in the performance of the Work on, about or adjacent to the work sites, and shall comply with all applicable provisions of Federal, State, and local laws, including, but not limited to the requirements of the Occupational Safety and Health Act of 1970, and amendments thereto, and building codes to prevent accidents or injury to persons on, about or adjacent to the work site where the Work is being performed. 6. INDEMNIFICATION 6.1 The parties agree that 1% of the total compensation paid to the Contractor for the performance of this agreement shall represent the specific consideration for the Contractor's indemnification of the City as set forth in this Section 1.5 and in the Terms and Conditions. 6.2 To the fullest extent permitted by Laws and Regulations, Contractor shall indemnify and hold harmless the City and their consultants, agents and employees from and against any and all claims, damages, losses and expenses, direct, indirect or consequential (including but not limited to fees and charges of attorneys and other professionals and court costs) arising out of or resulting from the performance of the work, provided that any such claim, damage, loss or expense (a) is attributable to bodily injury, sickness, disease or death, or to injury to or destruction of tangible property (other than the work itself) including the loss of use resulting there from and (b) is caused in whole or in part by any willful and wanton or negligent or gross negligent acts or omission of Contractor, any subcontractor, any person or organization directly or indirectly employed by any of them to perform or furnish any of the work or anyone for whose acts any of them may be liable, regardless of whether or not it is caused in part by a party indemnified hereunder or arises by or is imposed by Law and Regulations regardless of the negligence of any such party. 7. AGREEMENT DOCUMENTS The following documents shall, by this reference, be considered part of this Contract: Instructions to Proposers; All Addendums; Contract Agreement; Proposal; Detailed Specifications; Qualification Statement; Public Entity Crime Form; Affidavits and Forms; Insurance Certificates 8. INSURANCE The Contractor shall secure and maintain throughout the duration of this Agreement, insurance of such type and in such amounts necessary to protect its interest and the interest of the City against hazards or risks of loss as specified below. The underwriter of such insurance shall be qualified to do business in Florida, be rated AS or better, and have agents upon whom service of process may be made in the State of Florida. The insurance coverage shall be primary insurance with respect to the City, its officials, employees, agents and volunteers. Any insurance maintained by the City shall be in excess of the Contractor's insurance and shall not contribute to the Contractor's insurance. The insurance coverages shall include a minimum of: 8.1 Worker's Compensation and Employer's liability Insurance. Coverage to apply for all employees for statutory limits as required by applicable State and Federal laws. The policy (ies) must include Employer's Liability with minimum limits of $500,000.00 each accident. 8.2 Comprehensive Automobile and Vehicle Liability Insurance This insurance shall be written in comprehensive form and shall protect the Contractor and the City against claims for injuries to members of the public and/or damages to property of others arising from the Contractor's use of motor vehicles or any other equipment and shall cover operation with respect to onsite and offsite operations and insurance coverage shall extend to any motor vehicles or other equipment irrespective of whether the same is owned, non-owned, or hired. The limit of liability shall not be less than $1,000,000.00 per occurrence, combined single limit for Bodily Injury Liability and Property Damage Liability. Coverage must be afforded on a form no more restrictive that the latest edition of the Business Automobile Liability Policy, without restrictive endorsement, as filed by the Insurance Services Office. 8.3 Commercial General Liability This insurance shall be written in comprehensive form and shall protect the Contractor and the City against claims arising from injuries to members of the public or damage to property of others arising out of any act or omission to act of the Contractor or any of its agents, employees, or subcontractors. The limit of liability shall not be less than $1,000,000.00 per occurrence, combined single limit for Bodily Injury Liability and Property Damage Liability. Coverage must be afforded on a form no more restrictive than the latest edition of the Commercial General Liability Policy, without restrictive endorsements, as filed by the Insurance Services Office, and must include: (1) Premises and/or Operations; (2) Independent contractors and Products and/or completed Operations; (3) Broad Form Property Damage, Personal Injury and a Contractual Liability Endorsement, including any hold harmless and/or indemnification agreement. 8.4 Certificate of Insurance Contractor shall provide the City Manager with Certificates of Insurance for all required policies. The Certificates of Insurance shall not only name the types of policy(ies) provided, but also shall refer specifically to this Agreement and shall state that such insurance is as required by this Agreement. The City reserves the right to require the Contractor to provide a certified copy of such policies, upon written request by the City. If a policy is due to expire prior to the completion of the services, renewal Certificates of Insurance or policies shall be furnished thirty (30) calendar days prior to the date of their policy expiration. Each policy certificate shall be endorsed with a provision that not less than thirty (30) calendar days' written notice shall be provided to the City before any policy or coverage is cancelled or restricted. Acceptance of the Certificate(s) is subject to approval of the City Manager. 8.5 Additional Insured The City is to be specifically included as an Additional Insured for the liability of the City resulting from operations performed by or on behalf of Contractor in performance of this Agreement. Contractor's insurance, including that applicable to the City as an Additional Insured, shall apply on a primary basis and any other insurance maintained by the City shall be in excess of and shall not contribute to Contractor's insurance. Contractor's insurance shall contain a severability of interest provision providing that, except with respect to the total limits of liability, the insurance shall apply to each Insured or Additional Insured in the same manner as if separate policies had been issued to each. All deductibles or self-insured retentions must be declared to and be approved by the City Manager. The Contractor shall be responsible for the payment of any deductible or self-insured retention in the event of any claim. 9 ASSIGNMENT AND AMENDMENT No assignment by the Contractor of this Agreement or any part of it, or any monies due or to become due, shall be made, nor shall the Contractor hire a subcontractor to perform its duties under this Agreement without prior written approval of the City. This Agreement may only be amended, by the parties, with the same formalities as this Agreement. 10. TERMINATION 10.1 Either party may terminate this Agreement without cause upon 30 days written notice to the other party. 10.2 Upon notice of such termination, the City shall determine the amounts due to the Contractor for services performed up to the date of termination. The Contractor shall not be entitled to payment of any lost profits or for Work performed after the date of termination. 10.3 After receipt of a notice of termination, and except as otherwise directed, the Contractor shall stop all Work under this Agreement, and shall do so on the date specified in the notice of termination. 10.4 The City may terminate this Agreement upon five (5) days written notice if the Contractor defaults on any material term of this Agreement. 11. GOVERNING LAW The law of the State of Florida shall govern the contract between the City of South Miami and the successful proposer and any action shall be brought in Miami-Dade County, Florida. In the event of litigation to settle issues arising hereunder, the prevailing party in such litigation shall be entitled to recover against the other party its costs and expenses, including reasonable attorney fees, which shall include any fees and costs attributable to appellate proceedings arising on and of such litigation. 12. ACCESS TO PUBLIC RECORDS The Contractor shall comply with the applicable provisions of Chapter 119, Florida Statutes. The City shall have the right to immediately terminate this Agreement for the refusal by the Contractor to comply with Chapter 119, Florida Statutes. The Contractor shall retain all records associated with this Agreement for a period of three (3) years from the date of Termination. 13. INSPECTION AND AUDIT During the term of this Agreement and for three (3) years from the date of termination the Contractor shall allow City representatives access, during reasonable business hours, to Contractors and, if applicable, subcontractors records related to this Agreement for the purposes of inspection or audit of such records. If upon audit of such records, the City determines the Contractor was paid for services not performed, upon receipt of written demand by the City, the Contractor shall remit such payments to the City. 14. SEVERABILITY If a term, provision, covenant, contract or condition of this contract is held to be void, invalid, or unenforceable, the same shall not affect any other portion of this Agreement and the remainder shall be effective as though every term, provision, covenant, contract or condition had not been contained herein. 15. WAIVER OF JURY TRIAL The parties irrevocably, knowingly agree to waive their rights to a trial by jury in any action to enforce the terms or conditions of this Agreement. 16. COUNTERPARTS This Agreement may be signed in one or more counterparts, each of which when executed shall be deemed an original and together shall constitute one and the same instrument. 17. INDEPENDENT CONTRACTOR It is expressly agreed and understood that the Contractor shall be in all respects an independent contractor as to Work, and that Contractor is in no respect an agent, servant or employee of the City. Accordingly, Contractor shall not attain, nor be entitled to, any rights or benefits of the City, nor any rights generally afforded classified or unclassified employees. Contractor further understands that Florida Worker's Compensation benefits available to employees of the City are not available to Contractor, and agrees to provide worker's compensation insurance for any employee or agent of Contractor rendering services to the City under this Agreement. All employees and subcontractors of the Contractor shall be considered to be, at all times, the sole employees or contractors of Contractor, under its sole discretion and not an employee, contractor or agent of the City. 18. ACCIDENT PREVENTION AND REGULATIONS Precautions shall be exercised at all times for the protection of persons and property. The Contractor and subcontractors shall conform to all OSHA, Federal, State, County and City regulations while performing under the terms and conditions of this Agreement. Any fines levied by the above-mentioned authorities, because of inadequacies to comply with these requirements, shall be borne solely by Contractor responsible for same. 19. BACKGROUND CHECKS The Contractor will be responsible for maintaining current background checks on all employees and subcontractor employees involved in the performance of this Work. Background checks must be performed prior to the performance of any Work by the employee under this Agreement. Written verification of any background checks must be provided to the City at the request of the City Manager. 20. LAWS, RULES & REGULATIONS Contractor shall be held responsible for any violation of laws, rules, regulations or ordinances affecting in any way the conduct of all persons engaged in or the materials or methods used by him, on the Work. Contractor shall give all notices and comply with all laws, ordinances, rules, regulations and orders of any public authority bearing on the performance of the Work under this Agreement. Contractor shall secure all permits, fees, licenses, and inspections necessary for the execution of the Work, and upon termination of this Agreement for any reason, Contractor shall transfer such permits, if any, and if allowed by law, to the City. 21. POLICY OF NON-DISCRIMINATION The Contractor shall comply with all federal, state and local laws and ordinances applicable to the work or payment for work and shall not discriminate on the grounds of race, color, religion, sex, age, marital status, national origin, physical or mental disability in the performance of work under this Agreement. 22. NON-WAIVER The approval, and/or acceptance of any part of the Work by the City shall not operate as a waiver by City of any other terms and conditions of the Agreement. 23. NOTICES Whenever any party is required to give or deliver any notice to any other party, or desires to do so, such notices shall be sent via certified mail or hand delivery to: City: CITY OF SOUTH MIAMI 6130 Sunset Drive South Miami, FL 33189 Contractor: Wilesmith Advertising I Design Attention: Maria M. Menendez, City Clerk IN WITNESS WHEREOF the parties hereto have executed this agreement on the day and date first above written. Attest: CITY OF SOUTH MIAMI By: ________________________ ___ Maria M. Menendez, City Clerk By: ________________________ ___ City Attorney Signed, sealed and witnessed in the presence of: By: ____________________________ _ By: ____________________ ___ Steven Alexander -City Manager City Resolution # CONTRACTOR: Wilesmith Advertising I Design By: ______________________ __ (*) In the event that the Contractor is a corporation, there shall be attached to each counterpart a certified copy of a resolution of the board of the corporation, authorizing the officer who signs the contract to do so in its behalf. END OF DOCUMENT J ADVERTiSING I DES~GN The contractor acknowledges the Terms of Agreement as per section 3.4 of RFQ # PWQ20 13-10. REFERENCE CHECK: Prepared by: Purchasing Department, City of South Miami CITY BRANDING AND DESIGN SERVICES VENDOR: WILESMITH ADVERTISING DATE: 5/16/13 REFERENCE: City of Tavares, FI. CONTACT: Joyce Ross, PR Director; 352/742-6264 1. How is the vendors quality of work? Excellent. Through the program, the City has recreated themselves. 2. Did the vendor accomplish your goals and objectives? Was not employed during the development. Came on board to deploy the program. Wilesmith engaged the community to determine what the residents wanted (approx 13,000). Brought ideas that everyone bought into. 3. Was the project completed within the established timeframes? Yes, all timeframes were met. 1 4. Describe the vendors communication and responsiveness. Excellent!! Very responsive. s. Did the vendor provide suggestions or alternatives to your established scope/goals, etc.? Deliverables were fuzzy, but it was not Wilesmith's fault. Worked with staff and community to develop strategy. 6. How did the vendor perform in relation to your budget and what was the size of your budget? On target. Budget was $75K. 7. What was the project scope? As listed in proposal. Some points: • Key is your committee; either staff or from community. • Involve the community for success. • Will guide you if you have a IIgood" committee to work with. • The City trademarked everything. Including the tag line. • After their work, presented "One" logo to the Committee and then to Commission. • Come up with something that pulls SM out of the pack. Make the look distinctive! • Dev. Way finding signs. Worked with committee, committee did not know of FDOT changes, did not comply with new regulations. • City Mgr declared the Brand Standard Manual was to be no deviations. It is the bible! 2 <""--- REFERENCE CHECK: Prepared by: Purchasing Department, City of South Miami CITY BRANDING AND DESIGN SERVICES VENDOR: WILESMITH ADVERTISING DATE: 5/16/13 REFERENCE: Palm Beach County, FL., Visitors Bureau CONTACT: Shirley Talbert, VP Marketing; 561/233-3000 x3055 1. How is the vendors quality of work? Excellent. Highly recommend them. 2. Did the vendor accomplish your goals and objectives? Yes. 3. Was the project completed within the established timeframes? Yes, on target. 4. Describe the vendors communication and responsiveness. Hands on, very responsive. The president of the firm is an excellent writer. 1 S. Did the vendor provide suggestions or alternatives to your established scope/goals, etc.? Yes. Their task is to promote tourism. Came up with alternative designs; developing luggage tags they are marketing as a gift set. 6. How did the vendor perform in relation to your budget and what was the size of your budget? On target. Budget is $25K. 7. What was the project scope? As listed in proposal. The program was in two phases. Phase I, they were brought in as a subcontractor. Now they work direct with the authority for creative work; a 3-year contract. 2 RFQ #PW-Q2013-1 City Branding & Desing Services RFQ Selection Committee: Scored and Ranked Top 3 For Interviews Committee Wilesmith tga design Matrix 2 Advertising A. Riverol 100 98 96 K. Barkett 97 98 96 C. Brimo 94 91 90 TOTAL 291 287 282 RANK 1 2 3 31-May-13 RFQ Title: RFQ No.: Evaluation Scoring Sheet City Branding & Design Services PW-Q·2013·01 Purchasing Division 6130 Sunset Drive South Miami, Florida 33143 (305) 663-6339 Fax: (305) 667-7806 www.southmiamifl.gov DIRECTIONS: Please score each firm, for each specific criteria provided. Scoring is based on each criteria listed below with a maximum score for each criteria. The total score for each proposer is calculated by adding each criteria for a total score by proposer. The maximum score total score for each proposer is 100 pOints. A. B. C, proposer shall give a description of the firm, including the size, range of activities, and the number of years with relative experience with governmental accounts. Particular emphasis should be given as to how the firm-wide experience and expertise in this type of project will be brought to bear on the proposed project. The firm should also submit proof of insurance as a part of the qualifications portion of their SCOPE OF SERVICES: Each proposer will be evaluated on their approach on how the scope of services will be met and the operational plan. A work plan including an explanation of methodology to be followed to perform the services required in the proposal. Information regarding the level of staff to be assigned to contract must also be included. (MAX 30 REFERENCES {Relevant EXQeriencel: As part of the proposal evaluation process, the City will conduct an investigation of references, including a record check or consumer reviews and complaints. Proposer's submission of a proposal constitutes acknowledgment of the process and consent to investigate. The City is the sole judge in determining Proposers qualifications. (Max 30 Points) 3Ci 2C --1 ?-)() ~<,,,,' Total Score: - 31- ~1- Reviewed by: --.:D\~~-~£~-,;~-=-~\ 0(j~Ql (Print Name) ~'; 'Je; L_\() ,5~ 30 )~ d9 ~~t '~O '.' ~)C) ?)O RFQ Title: RFQ No.: Evaluation Scoring Sheet City Branding & Design Services PW-Q-2013-01 Purchasing Division 6130 Sunset Drive South Miami, Florida 33143 (305) 663-6339 Fax: (305) 667-7806 www.southmiamifl.gov DIRECTIONS: Please score each firm, for each specific criteria provided. Scoring is based on each criteria listed below with a maximum score for each criteria. The total score for each proposer is calculated by adding each criteria for a total score by proposer. The maximum score total score for each proposer is 100 points. proposer shall give a description of b t the firm, including the size, range of activities, and the number of years '3~ with relative experience with governmental accounts. Particular A emphasis should be given as to how the firm-wide experience and expertise in this type of project will be brought to bear on the proposed project. The firm should also submit proof of insurance as a part of the qualifications portion of their SCOPE OF SERVICES: Each proposer will be evaluated on their approach on 2~ Z:?1 how the scope of services will be met and the operational plan. A work plan including an explanation of B. methodology to be followed to perform the services required in the proposal. Information regarding the level of staff to be assigned to contract must also be included. (MAX 30 REFERENCES {Relevant Ex(!eriencel: As part of the proposal evaluation process, the City will conduct an "'bo investigation of references, including a record check or consumer reviews and c. complaints. Proposer's submission of a proposal constitutes acknowledgment of the process and consent to investigate. The City is the sole judge in determining Proposers qualifications. (Max 30 POints) Total Score: Reviewed by: C"'~~~ ~Uc.) (Print Name) ].0 3S ~~ .!>:;, 2.z.. 7ZS rt./? Date: RFQ Title: RFQ No.: Evaluation Scoring Sheet City Branding & Design Services PW-Q-2013-01 Purchasing Division 6130 Sunset Drive South Miami, Florida 33143 (305) 663-6339 Fax: (305) 667-7806 www.southmiamifl.gov DIRECTIONS: Please score each firm, for each specific criteria provided. Scoring is based on each criteria listed below with a maximum score for each criteria. The total score for each proposer is calculated by adding each criteria for a total score by proposer. The maximum score total score for each proposer is 100 points. proposer shall give a description of the firm, including the size, range of activities, and the number of years with relative experience with governmental accounts. Particular A. emphasis should be given as to how the firm-wide experience and expertise in this type of project will be brought to bear on the proposed project. The firm should also submit proof of insurance as a part of the qualifications portion of their 3cr 35 3? J 3.>' SCOPE OF SERVICES: Each proposer will be evaluated on their approach on how the scope of services will be met and the operational plan. A work plan induding an explanation of B. methodology to be followed to perform the services req uired in the proposal. Information regarding the level of staff to be assigned to contract must also be included. (MAX .z? 2 2 7 ;28 30 REFERENCES {Relevant EXl1erience!: (tV) ({, c.) GJ) As part of the proposal evaluation (t t) (r,t ) process, the City will conduct an investigation of references, including a ------" record check or consumer reviews and C. complaints. Proposer's submission of a proposal constitutes acknowledgment of the process and consent to investigate. The City is the sole judge in determining Proposers 30 qualifications. (Max 30 Points) Total Score: "I~ Additional Comments: -------------~---------------------------------- Reviewed bY:_._. __ ... ~l({L"1 IJ f/t;:£ 7.1;( (Print Name) CITY OF SOUTH MIAMI CITY BRANDING DESIGN & SERVICES RFQ #PW-Q2013-01 AGREEMENT THIS AGREEMENT is made this 31 day of l!d!Y...2013 by and between the City of South Miami, Florida through its City Manager (who shall hereinafter be referred to as "City" unless indicated otherwise") and Wilesmith Advertising/Design (the "Contractor"). The parties, for the consideration provided for below, mutually agree as follows: 1. SCOPE OF WORK The Contractor shall furnish all labor, materials, supervision, equipment, supplies, and incidentals required to perform the scope of work as outlined in RFQ #PW-Q2013- 01 (hereinafter referred to as "RFQ"). Detailed Requirements Section III or modified by addendums. Designs, Drawings, Detailed Specifications, Plans and Branding Strategies developed by the "Contractor" for the City; including colors, materials, etc., shall become the property of the City and shall be provided to the City upon request. 2. COMPENSATION/PAYMENT 2.1 Contractor shall provide the City with an invoice on a monthly basis within ten (10) days of the end of each month stating the services provided in the preceding month. 2.2 The City shall make payment on said invoices of approved amounts due, as required under the Florida Prompt Payment Act. No payments shall be due or payable for Work not performed or materials not furnished. If there is a dispute with regard to an invoice, the City may withhold payment until all requested supporting materials are received from Contractor and the dispute is resolved. 2.3 Contractor shall be compensated at the unit prices specified in the Contractor's Bid Proposal, attached hereto as Exhibit "B" , based upon the actual Work completed for the month. The total compensation under this Agreement shall not exceed $20,000.00 (the "Agreement Sum"). 3. TERM This Agreement shall be effective upon execution by both parties and shall continue for a term of One (1) Year. 4. PROTECTION OF PROPERTY AND THE PUBLIC The Contractor shall continuously maintain adequate protection of all his Work from damage and shall protect public and private property from injury or loss arising in connection with this Agreement as follows: 5.1 The Contractor shall take all necessary precautions for the safety of employees in the performance of the Work on, about or adjacent to the work sites, and shall comply with all applicable provisions of Federal, State, and local laws, including, but not limited to the requirements of the Occupational Safety and Health Act of 1970, and amendments thereto, and building codes to prevent accidents or injury to persons on, about or adjacent to the work site where the Work is being performed. 6. INDEMNIFICATION 6.1 The parties agree that 1% of the total compensation paid to the Contractor for the performance of this agreement shall represent the specific consideration for the Contractor's indemnification of the City as set forth in this Section 1.5 and in the Terms and Conditions. 6.2 To the fullest extent permitted by Laws and Regulations, Contractor shall indemnify and hold harmless the City and their consultants, agents and employees from and against any and all claims, damages, losses and expenses, direct, indirect or consequential (including but not limited to fees and charges of attorneys and other professionals and court costs) arising out of or resulting from the performance of the work, provided that any such claim, damage, loss or expense (a) is attributable to bodily injury, sickness, disease or death, or to injury to or destruction of tangible property (other than the work itself) including the loss of use resulting there from and (b) is caused in whole or in part by any willful and wanton or negligent or gross negligent acts or omission of Contractor, any subcontractor, any person or organization directly or indirectly employed by any of them to perform or furnish any of the work or anyone for whose acts any of them may be liable, regardless of whether or not it is caused in part by a party indemnified hereunder or arises by or is imposed by Law and Regulations regardless of the negligence of any such party. 7. AGREEMENT DOCUMENTS The following documents shall, by this reference, be considered part of this Contract and hereinafter referred to as the Contract Documents. The Proposal shall be subordinate to all other contract documents in case of a conflict between documents. 8. Instructions to Proposers; All Addendums; RFQ; Contract Agreement; Proposal; Detailed Specifications; Qualification Statement; Public Entity Crime Form; RFQ required Affidavits and Forms; Insurance binder, declaration page, policy & endorsements 9. INSURANCE The Contractor shall secure and maintain throughout the duration of this Agreement, insurance of such type and in such amounts necessary to protect its interest and the interest of the City against hazards or risks of loss as specified below. The underwriter of such insurance shall be qualified to do business in Florida, be rated AM BEST rated A-8 (A-VIII) or better insurance companies, based on the Best's Key Rating Guide, latest edition, and have agents upon whom service of process may be made in the State of Florida and shall use forms that are approved by the State of Florida. The insurance coverage shall be primary insurance with respect to the City, its officials, employees, agents and volunteers. Any insurance maintained by the City shall be in excess of the Contractor's insurance and shall not contribute to the Contractor's insurance. The insurance coverages shall include a minimum of: 8.1 Worker's Compensation and Emplover's Liability Insurance. Coverage to apply for all employees for statutory limits as required by applicable State and Federal laws. The policy (ies) must include Employer's Liability with minimum limits of $500,000.00 each accident. 8.2 Comprehensive Automobile and Vehicle Liability Insurance This insurance shall be written in comprehensive form and shall protect the Contractor and the City against claims for injuries to members of the public and/or damages to property of others arising from the Contractor's use of motor vehicles or any other equipment and shall cover operation with respect to onsite and offsite operations and insurance coverage shall extend to any motor vehicles or other equipment irrespective of whether the same is owned, non-owned, or hired. The limit of liability shall not be less than $1,000,000.00 per occurrence, combined single limit for Bodily Injury Liability and Property Damage Liability. Coverage must be afforded on a form no more restrictive that the latest edition of the Business Automobile Liability Policy, without restrictive endorsement, as filed by the Insurance Services Office. 8.3 Commercial General Liabilitv This insurance shall be written in comprehensive form and shall protect the Contractor and the City against claims arising from injuries to members of the public or damage to property of others arising out of any act or omission to act of the Contractor or any of its agents, employees, or subcontractors. The limit of liability shall not be less than $1,000,000.00 per occurrence, combined single limit for Bodily Injury Liability and Property Damage Liability. Coverage must be afforded on a form no more restrictive than the latest edition of the Commercial General Liability PoliCY, without restrictive endorsements, as filed by the Insurance Services Office, and must include: (1) Premises and/or Operations; (2) Independent contractors and Products and/or completed Operations; (3) Broad Form Property Damage, Personal Injury and a Contractual Liability Endorsement, including any hold harmless and/or indemnification agreement. 8.4 Certificate of Insurance Contractor shall provide the City Manager with Insurance Binder, Declaration Page, Policy, applicable endorsements and Certificates of Insurance for all required policies (hereinafter referred to as Insurance Documents). The Certificates of Insurance shall not only name the types of policy(ies) provided, but also shall refer specifically to this Agreement and shall state that such insurance is as required by this Agreement. The City reserves the right to require the Contractor to provide a certified copy of such insurance documents, upon written request by the City. If a policy is due to expire prior to the completion of the services, renewal policies and other Insurance Documents shall be furnished thirty (30) calendar days prior to the date of such expiration. Each policy shall include an endorsement with a provision that not less than thirty (30) calendar days' written notice shall be provided to the City before any policy or coverage is materially modified, cancelled or restricted. Acceptance of any Insurance Document is subject to approval of the City Manager. 8.5 Additional Insured The City is to be specifically included as an Additional Insured for the liability of the City resulting from operations performed by or on behalf of Contractor in performance of this Agreement. Contractor's insurance shall contain a severability of interest provision providing that, except with respect to the total limits of liability, the insurance shall apply to each Insured or Additional Insured in the same manner as if separate policies had been issued to each. All deductibles or self-insured retentions must be declared to and be approved by the City Manager. All deductibles shall be subject to the consent of the City and the Contractor shall be responsible for the payment of any deductible or self-insured retention in the event of any claim. 9 ASSIGNMENT AND AMENDMENT No assignment by the Contractor of this Agreement or any part of it, or any monies due or to become due, shall be made, nor shall the Contractor hire a subcontractor to perform its duties under this Agreement without prior written approval of the City. This Agreement may only be amended, by the parties, with the same formalities as this Agreement and with approval ofthe City Commission. 10. TERMINATION 10.1 Either party may terminate this Agreement without cause upon 30 days written notice to the other party. 10.2 The City may terminate this Agreement upon five (5) days written notice if the Contractor defaults on any material term of this Agreement. 10.3 After receipt of a notice of termination issued by City, and except as otherwise directed, the Contractor shall stop all Work under this Agreement, and shall do so on the date specified in the notice of termination. 10.4 Upon receipt of notice of such termination from the City, the City shall determine the amounts due to the Contractor for services performed up to the date-set in the City's notice for cessation of the work or up to the thirtieth day following receipt of the notice of termination issued by Contractor. The Contractor shall not be entitled to payment of any lost profits, work not performed or for work performed after the thirtieth day following receipt of the notice of termination or the date set, in the City's notice of termination, for cessation of the work, whichever is earliest. 11. GOVERNING LAW The law of the State of Florida shall govern the contract between the City of South Miami and the and any action shall be brought in Miami-Dade County, Florida. In the event of litigation arising out of this Agreement, the prevailing party in such litigation shall be entitled to recover against the other party its costs and expenses, including reasonable attorney fees, which shall include any fees and costs attributable to appellate proceedings arising out of such litigation. 12. ACCESS TO PUBLIC RECORDS CONTRACTOR and all of its subcontractors are required to comply with public records laws (s.119.0701) and the CONTRACTOR agrees to incorporate this paragraph in all of its subcontracts for this Project. CONTRACTOR and its subcontractors are ", specifically required to: a. Keep and maintain public records that ordinarily and necessarily would be required by the public agency in order to perform the service. b. Provide the public with access to public records on the same terms and conditions that the public agency would provide the records and at a cost that does not exceed the cost provided in this chapter or as otherwise provided by law. c. Ensure that public records that are exempt or confidential and exempt from public records disclosure requirements are not disclosed except as authorized by law. d. Meet all requirements for retaining public records and transfer, at no cost, to the public agency all public records in possession of the contractor upon termination of the contract and destroy any duplicate public records that are exempt or confidential and exempt from public records disclosure requirements. All records stored electronically must be provided to the public agency in a format that is compatible with the information technology systems of the public agency. e. If CONTRACCTOR or its subcontractor does not comply with a public records request, the CITY shall have the right to enforce this contract provision by specific performance and the person who violates this provision shall be liable to CITY for its costs of enforcing this provision, including attorney fees incurred in all proceedings, whether administrative or civil court and in all appellate proceedings. The City shall also have the right to immediately terminate this Agreement for the refusal by the Contractor to comply with Chapter 119, Florida Statutes. f. The Contractor shall retain all records associated with this Agreement for a period of three (3) years from the date of Termination or as otherwise required by Chapter 119. 13. INSPECTION AND AUDIT During the term of this Agreement and for three (3) years from the date of termination the Contractor shall allow City representatives access, during reasonable business hours, to Contractor's and subcontractor's records related to this Agreement for the purposes of inspection or audit of such records. If upon audit of such records, the City determines the Contractor was paid for services not performed, upon receipt of written demand by the City, the Contractor shall remit such payments to the City. 14. SEVERABILITY If a term, provision, covenant, contract or condition of this contract is held to be void, invalid, or unenforceable, the same shall not affect any other portion of this Agreement and the remainder shall be effective as though every term, provision, covenant, contract or condition had not been contained herein. 15. WAIVER OF JURY TRIAL The parties irrevocably, knowingly agree to waive their rights to a trial by jury in any action arising out of this Agreement. 16. COUNTERPARTS This Agreement may be Signed in one or more counterparts, each of which when executed shall be deemed an original and together shall constitute one and the same instrument. 17. INDEPENDENT CONTRACTOR It is expressly agreed and understood that the Contractor shall be in all respects an independent contractor as to Work, and that Contractor is in no respect an agent, servant or employee of the City. Accordingly, Contractor shall not attain, nor be entitled to, any rights or benefits of the City, nor any rights generally afforded classified or unclassified employees. Contractor further understands that Florida Worker's Compensation benefits available to employees of the City are not available to Contractor, and agrees to provide worker's compensation insurance for any employee or agent of Contractor rendering services to the City under this Agreement. All employees and subcontractors of the Contractor shall be considered to be, at all times, the sole employees or contractors of Contractor, under its sole discretion and not an employee, contractor or agent of the City. 18. ACCIDENT PREVENTION AND REGULATIONS Precautions shall be exercised at all times for the protection of persons and property. The Contractor and subcontractors shall conform to all OSHA, Federal, State, County and City regulations while performing under the terms and conditions of this Agreement. Any fines levied by the above-mentioned authorities, because of inadequacies to comply with these requirements, shall be borne solely by Contractor responsible for same. 19. BACKGROUND CHECKS The Contractor will be responsible for maintaining current background checks on all employees and subcontractor employees involved in the performance of this Work. Background checks must be performed prior to the performance of any Work by the employee under this Agreement. Written verification of any background checks must be provided to the City at the request of the City Manager. 20. LAWS, RULES & REGULATIONS Contractor shall be held responsible for any violation of laws, rules, regulations or ordinances affecting in any way the conduct of all persons engaged in or the materials or methods used by him, on the Work. Contractor shall give all notices and comply with all laws, ordinances, rules, regulations and orders of any public authority bearing on the performance of the Work under this Agreement. Contractor shall secure all permits, fees, licenses, and inspections necessary for the execution of the Work, and upon termination of this Agreement for any reason, Contractor shall transfer such permits, if any, and if allowed by law, to the City. 21. POLICY OF NON-DISCRIMINATION The Contractor shall comply with all federal, state and local laws and ordinances applicable to the work or payment for work and shall not discriminate on the grounds of race, color, religion, sex, age, marital status, national origin, physical or mental disability in the performance of work under this Agreement. 22. NON-WAIVER The approval, and/or acceptance of any part of the Work by the City shall not operate as a waiver by City of any other terms and conditions of the Agreement. 23. NOTICES Whenever any party is required to give or deliver any notice to any other party, or desires to do so, such notices shall be sent via certified mail or hand delivery to: City: CITY OF SOUTH MIAMI 6130 Sunset Drive South Miami, FL 33189 Attn: Maria M. Menendez, City Clerk Contractor: Wilesmith Advertising/ Design 319 Clematis Street, Suite 710 West Palm Beach, FL 33401 Attn: Margaret Wilesmith, President IN WITNESS WHEREOF the last party hereto who has executed this agreement has done so on the day and date first above written. Signed, sealed and witnessed in the presence of: /J~ BYC4r~/ mttV'~~V'e+ fA) i \ejrvt i.J-1... ATIESTED: By; ________________ __ Maria M. Menendez, CMC City Clerk Read and Approved as to Form, Language, Legality and Execution thereof: By: ________________ __ Thomas F. Pepe, Esq. City Attorney CONTRACTOR: (Print Name of signatory above) CITY OF SOUTH MIAMI By: ____________________ __ Steven Alexander City Manager (*) In the event that the Contractor is a corporation, there shall be attached to each counterpart a certified copy of a resolution of the board of the corporation, authorizing the officer who signs the contract to do so in its behalf. REQUEST FOR QUALIFICATIONS RFQ #PW-Q2013-01 City Branding Design & Services SUBMITTAL DATE: Tuesday, May 7,2013 TIME: 2:00 PM REQUEST FOR QUALIFICATIONS RFQ #PW-Q2013-01 CITY BRANDING DESIGN & SERVICES City of South Miami The City of South Miami is requesting qualifications from qualified firms to provide City Branding Design & Services for the City of South Miami. Interested contractors should visit the City's website at www.southmiamifl.gov to obtain the Request for Qualifications package. Packages may also be picked up at the following location, during normal business hours. City Clerk, City of South Miami 6130 Sunset Drive South Miami, Florida 33143 Sealed submittals including one (i) original and nine (9) copies of the submittals must be received no later than 2:00 p.m. on [Tuesday, May 7, 2013 ] and be clearly marked on the outside, "RFQ #PW-Q2013-01 City Branding Design & Services", to Maria M. Menendez, CMC, City Clerk, CITY OF SOUTH MIAMI, 6130 Sunset Drive., South Miami, Florida, 33143. Note: The City will not conduct a Mandatory Pre-RFQ Response Meeting. Late Submittals and facsimile submissions will not be considered. The proposer shall bear all costs associated with the preparation and submission of the Request for Qualifications. Pursuant to City Code, public notice is hereby given that a "Cone of Silence" is imposed concerning the City'S competitive purchasing process, which generally prohibits communications concerning the RFQ from the time of advertisement of the RFQ until such time as the City Manager makes a written recommendation to the City Commission concerning the competitive purchase transaction. Please see the detailed specifications for the public solicitation for services for a statement fully disclosing the requirements of the "Cone of Silence". Pursuant to the City Charter, vendors of the City are required to disclose any campaign contributions to the City Clerk, and each vendor must do so prior to and as a condition of the award of any City contract to the vendor. Please see the detailed specifications of this solicitation for further details. The City of South Miami reserves the right to accept or reject and/or all proposals or parts of proposals, to workshop or negotiate any and all proposals, to waive irregularities, and to request re-proposals on the required materials or services, or take any other such actions that may be deemed in the best interest of the City. RFQ # PW-Q2013-01 City Branding Design & Services Page 2 of 60 CITY OF SOUTH MIAMI RFQ #PW-Q2013-01 City Branding Design & Services SECTION # 1 INTRODUCTION The City of South Miami (the "City"), a municipality located in Miami-Dade County, Florida, desires to receive qualifications for the selection of a contractor to provide City Branding Design & Services. The City intends to execute an agreement with a selected Contractor to provide such services. 1. SCHEDULE OF EVENTS No Event Date* 1 Advertisement/ Distribution of RFQ & Cone of silence begins 4/17/2013 Mandatory Pre-RFQ Meeting 2 6130 Sunset Drive N/A South Miamil Florida 33143 3 Deadline to Submit Questions 5/2/2013 4 Deadline to City Responses to Questions 5/3/2013 5 Deadline to Submit RFQ-Response 5/7/2013 6 Evaluation of Qualifications 5/17/2013 7 Announcement of selected Contractors/Cone of Silence ends 5/21/2013 *The City reserves the right to change the scheduled dates and time. RFQ #PW-Q2013-01 City Branding Design & Services Page 3 of 60 Time* (EST) 4:00 PM N/A 2:00 PM 4:00 PM 2:00 PM 5:00 PM 5:00 PM 1.1 DEFINED TERMS Terms used in these Instructions to Proposers are defined and have the meaning assigned to them. The term "Proposer" means one who submits a proposal directly to the City as distinct from a Sub-Contractor, who submits a proposal to the Proposer. The term "Successful Proposer" means the best, qualified, responsible and responsive Proposer to whom the City (on the basis of City's evaluation as hereinafter provided) makes an award. The term "City" refers to the City of South Miami, a municipal corporation of the State of Florida. The term "Proposal Package" includes all items as listed and identified in Section IV. The term "Contractor" shall mean the individual(s) or firm to whom the award is made or also referred to as the Successful Proposer. The term "Contractor Administrator" shall mean the City Manager or his designee. 2. GENERAL The following instructions are given for the purpose of guiding Proposers in properly preparing their proposals. These instructions have equal force and weight with other portions of the specifications and strict compliance is required with all the provisions contained herein. 3. RFQ REQUIREMENTS 3.1 Scope of Services Proposed Clearly describe how contractor will perform the scope of services proposed including a work plan including an explanation of methodology to be followed to perform the services required of this proposal. 3.2 Proposer Qualifications This section of the proposal should give a description of the proposer, including the size, range of activities, and number of years of relative experience with large accounts. Particular emphasis should be given as to how the firm-wide experience and expertise in this type of project will be brought to bear on the proposed project. This section must also identify the contact person and telephone number. The contractor must be in business a minimum of five (5) consecutive years, and Completed a minimum of four (4) projects which are similar in scope for and within a municipality, county government or the private sector. Samples of prior similar work must be submitted, and the contractor must include a listing of hourly rates and schedules for services provided. 3.3 Proposal Package All proposals shall be submitted on the City provided Proposal Package forms. Failure to do so may cause the proposal to be rejected. All blanks on the proposal forms must be completed. For further information as to the Instructions to Proposers or the Proposal Package contact Steven Kulick, Purchasing Manager at (305) 663-6339 or Email: skulick@southmiamifl.gov RFQ #PW-Q2013-01 City Branding Design & Services Page 4 of 60 3.4 Acknowledgment of Agreement Terms An acknowledgement of the acceptance of the terms of the Agreement should be included as a part of Proposal. Any exceptions to terms of this Agreement should be included in the exceptions section of the Proposal. 4. MANDATORY PRE-PROPOSAL CONFERENCE AND SITE INSPECTION The City will not conduct a mandatory Pre-proposal meeting. 5. SUBMISSION OF PROPOSAL One (1) original and nine (9) copies of the Proposal shall be submitted no later than Tuesday, May 7.2013 at 2:00 PM to the Office ofthe City Clerk, City Hall 6130 Sunset Drive., South Miami, Florida 33143, in a sealed envelope which must be plainly marked on the outside: City Branding Design & Services RFQ #PW-Q2013-01 City of South Miami 6130 Sunset Drive South Miami, Florida 33143 Proposals will be publicly opened and read. All Proposers and their representative are invited to be present. Proposals shall be typed or printed in ink. Use of erasable ink is not permitted. All blanks on the proposal form(s) must be completed. Names must be typed or printed below the signature. Facsimile proposals will not be accepted. It shall be the sole responsibility of the Proposer to ensure that the sealed proposal is submitted by the time and date specified. Any proposal received after the appointed time, whether by mail or otherwise, shall not be accepted under any circumstances. Such proposals will be returned to the vendor unopened. Any uncertainty regarding the time a proposal is received shall be resolved against the Proposer. Only one (1) proposal from any individual, firm, partnership, or corporation, under the same or different names, will be considered. If the City determines that any Proposer has interest in more than one (1) proposal for work contemplated; all proposals in which such a Proposer is interested will be rejected. Proposer by submitting this proposal certifies that this proposal is made without previous understanding, agreement or connection with any person, firm or corporation making a proposal for the same material, supplies, equipment or services and is in all respects, fair and without collusion offraud. 6. POINT OF CONTACT Any inquiries concerning clarifications of solicitation or for additional information shall be submitted in writing to Steven P. Kulick, Purchasing Manager at (305) 663-4346 (Fax) or Email: skulick@southmiamifl.gov on or before Thursday May 2, 2013 at 2:00 PM. The City shall not be responsible for oral interpretations given by any City employee or its representative. RFQ #PW-Q2013-01 City Branding Design & Services Page 5 of 60 $; 7. EVALUATION METHOD AND CRITERIA Proposals will be evaluated in accordance with weighted criteria listed below: Scope of Services / Plan Proposer Qualifications References (Relevant experience) Maximum Points (as below) These weighted criteria are provided to assist the Proposers in the allocation of their time and efforts during the submission process. The criteria also guide the Selection Committee during the short-listing and final ranking of Proposers by establishing a general frame work for those deliberations. Short listed proposals may be selected for an interview prior to a recommendation being presented to the City Commission. As the best interest of the City may require, the right is reserved to reject any and all proposals or waive any minor irregularity or technicality in proposals received. The City will determine which Proposers are "responsible and responsive". 8. DESCRIPTION OF EVALUATION CRITERIA (S): PROPOSER QUALIFICATION (40 POINTS): Each proposer shall give a description of the firm, including the size, range of activities, and the number of years with relative experience with governmental accounts. Particular emphasis should be given as to how the firm-wide experience and expertise in this type of project will be brought to bear on the proposed project. The firm should also submit proof of insurance as a part of the qualifications portion of their proposal. SCOPE OF SERVICES (30 POINTS): Each proposer will be evaluated on their approach on how the scope of services will be met and the operational plan. A work plan including an explanation of methodology to be followed to perform the services required in the proposal. Information regarding the level of staff to be assigned to contract must also be included. REFERENCES (Relevant Experience) (30 POINTS): As part of the proposal evaluation process, the City will conduct an investigation of references, including a record check or consumer reviews and complaints. Proposer's submission of a proposal constitutes acknowledgment of the process and consent to investigate. The City is the sole judge in determining Proposers qualifications. The City may require short-listed Proposer's to perform an oral presentation in support of their Proposal or to exhibit or otherwise demonstrate the information contained therein. This presentation or demonstration may be performed before the Selection Committee or the City Manager. If required, Proposers will be notified in writing prior to the date of such a presentation. 9. CLARIFICATION AND ADDENDUM(S) If any person contemplating submitting a proposal under this RFQ is in doubt as to the true meaning of the specifications or other documents or any part thereof, the proposer must submit to the City of South Miami, City Clerk on or before Thursday May 2, 2013 at 2:00 P.M., a request for clarification via fax (305) RFQ #PW-Q2013-01 City Branding Design & Services Page 6 of 60 663-6346 or Email: skulick@southmiamifl.gov. All such requests for clarification must be made in writing and the person submitting the request will be responsible for its timely delivery. Any interpretation of the RFQ if made, will be made only by Addendum duly issued by the City of South Miami, Purchasing Department. A copy of such Addendum will be posted on the City's website under Solicitations/Bid Postings. However, it is the bidder's responsibility to ensure that it has received and reviewed all addenda prior to submitting the bid and the City shall not be responsible for failure to send addenda to bidders receiving the RFQ. Proposers should acknowledge receipt of all addenda in the space designated on the proposal form. In the event of conflict with the original Contract Documents, addenda shall govern all other Contract Documents to the extent specified. Subsequent addenda shall govern over prior addendum only to the extent specified. 10. ACCEPTANCE OR REJECTION OF PROPOSALS All proposals submitted shall be valid for a period of forty-five (45) calendar days from the day of the proposal opening. However, any proposal may be withdrawn up until the time set for proposal opening. Any proposals not so withdrawn shall upon opening, constitute an irrevocable offer for goods and services until accepted by the City Commission's Award. Reasonable efforts will be made to either award the Contract(s) or reject all proposals within forty-five (45) calendar days after proposal opening date. A Proposer may not withdraw his proposal before the expiration of forty-five (45) days from the date of proposal opening. A Proposer may withdraw his proposal after the expiration of forty-five (45) days from the date of proposal opening by delivering written notice of withdrawal to the City Manager's Office prior to award of contract by the City of South Miami Commission. The City of South Miami reserves the right to accept or reject any and/or all proposals or parts of proposals, to waive any informality, irregularities, or technicalities, to re-advertise for proposals, or take any other actions that may be deemed to be in the best interests of the City. The City also reserves the right to award the Contract on a split order basis, group by group, or item by item, or such combination as will best serve the interests of the City, unless otherwise stated. The City also reserves the right to waive minor variations to the specifications (interpretation of such to be made by the applicable department personnel). Final determination and award of contract(s) shall be made by the City Commission. In addition, each proposer agrees to waive any claim it has or may have against the City and the respective employees, arising out of or in connection with the administration, evaluation, or recommendation of any proposal. 11. AWARD OF CONTRACT Once the proposals are opened, a Selection Committee will evaluate the proposals and a recommendation will then be presented to the City Manager. The Contract will be awarded only to a responsible Proposer(s) licensed, and qualified by experience to do the work specified. The Proposer shall submit, prior to award of Contract, satisfactory evidence of his experience in similar work and that he is fully prepared with the necessary organization, capital, and equipment to complete the scope of work. Proposer shall be insured, licensed and certified by all applicable local, county and state agencies. RFQ #PW-Q2013-01 City Branding Design & Services Page 7 of 60 The Proposer warrants to the City that it is not insolvent, it is not in bankruptcy proceedings or receivership, nor is it engaged in or threatened with any litigation, arbitration or other legal or administrative proceedings or investigations of any kind which would have an adverse effect on its ability to perform its obligations under the Contract. This signed proposal is considered an offer on the part of the Proposer, which offer shall be considered accepted upon approval by the City Commission. Within five (5) business days after receiving Notice of Award the Successful Proposer shall submit a revised Certificate of Insurance naming the City of South Miami as additional insured for all liability policies. The award is subject to the provisions of Chapter 112, Florida Statutes. Proposers must disclose with their proposal, the name of any officer, director, partner, proprietor, associate or agent who is also a public officer or employee of the City or any of its agencies. Further, all Proposers must disclose the name of any public officer or employee of the City who owns, directly or indirectly, an interest of five percent (5%) or more in the Officer's firm or any of its branches or affiliate companies. 12. CONTRACT PERIOD This Agreement shall be effective upon execution by both parties and shall continue for a term of One (1) Year. At its sole discretion, the City may extend the Term of the contract in the event the contract has provided just cause for an extension. This extension may be exercised at the sole discretion of the City Manager. Such extension shall be effective upon receipt of a written notice from the City Manager to the Contractor received no later than 30 days prior to the date of termination. 13. PERMITS, FEES AND NOTICES The Successful Proposer shall at his own expense obtain all necessary permits, pay all licenses, fees and taxes, required to comply with all local ordinances, state and federal laws, rules and regulations applicable to business to be carried on under this Contract. All county, state or federal fees and permits shall be applied for and paid by the Proposer as necessary. Proposer must provide City with copy(s) of valid licensing by state/county agency for this type of work. It is the Proposers responsibility to have and maintain appropriate Certificate(s) of Competency and submit state registration (if required) for the work to be performed and valid for the jurisdiction in which the work is to be performed for all persons (including subcontractors) working on the project for whom a Certificate of Competency is required. 14. NEGOTIATIONS The City reserves the right to enter into Contract negotiations with the selected Proposer. If the City and the selected Proposer cannot negotiate a successful contract, the City may terminate such negotiations and begin negotiations with the next selected Proposer, reject all proposals or re-advertise the contract. No Proposer shall have any rights against the City arising from such negotiations. RFQ #PW-Q2013-01 City Branding Design & Services Page 8 of 60 15. LAWS/ORDINANCES The Proposer shall observe and comply with all federal, state, local and municipal laws, ordinances, rules and regulations that would apply to this Contract. Failure to familiarize himself/herself with applicable laws will in no way relieve him/her from responsibility. 16. ERRORS AND OMISSIONS The City is not required to accept any request by any Proposer to correct errors or omissions in any calculations or price, after proposal is submitted. Proposals which are incomplete, unbalanced, conditional or obscure or which contain additions not called for, erasures, alterations, or irregularities of any kind or which do not comply with the request for proposals and Instructions to Proposers may be rejected at the option of the City. The City does, however, have the option to waive technicalities and request further information or clarification. 17. WARRANTIES OF USAGE No warranty is given or implied by the City as to any components listed in this Request for Proposals and are considered to be estimates for the purpose of information only. The City reserves the right to accept all or any part of the proposal and to increase or decrease locations of Proposers proposal to meet additional or reduced requirements of the City. 18. ASSIGNMENT Neither party to the Contract shall assign the Contract or subcontract it as a whole without the written consent of the other, nor shall the Contractor assign any monies due or to become due to him, without the previous written consent of the City Manager or his designee. 19. COLLUSION The Proposer certifies that its proposal is made without previous understanding, agreement, or connection either with any previous firms or corporations offering a proposal for the same items, or with the City. The Proposer also certifies that its proposal is in all respects fair, without outside control, collusion, fraud, or otherwise illegal action. 20. CONE OF SILENCE Notwithstanding any other provision of these specifications, the provisions of City "Cone of Silence" are applicable to this transaction. The entirety of these provisions can be found in the Miami-Dade County Code Cone of Silence Ordinance No 98-106, Part III, Chapter 2, Article 1-In General Sec 2-11.1 (t) and may be amended by the County. The "Cone of Silence," as used herein, means a prohibition on any communication regarding a particular Request for Proposal ("RFP"), Request for Qualification ("RFQ") or bid, between: A potential vendor, service provider, proposer, bidder, lobbyist, or consultant; and The City Commission, City's professional staff including, but not limited to, the City Manager and his or her staff, any member of the City's selection or evaluation committee. RFQ #PW-Q2013-01 City Branding Design & Services Page 9 of 60 The Cone of Silence shall be imposed upon each RFQ RFP and bid after the advertisement of said RFQ RFP, or bid. The Cone of Silence shall terminate at the beginning of the City Commission meeting at which time the City Manager makes his or her written recommendation to the City Commission. However, if the City Commission refers the Manager's recommendation back to the Manager or staff for further review, the Cone of Silence shall be re-imposed until the meeting at which the Manager's subsequent recommendation is before the City Commission. The Cone of Silence shall not apply to: 1) oral communications at pre-bid conferences; 2) oral presentations before selection or evaluation committees; 3) public presentations made to the City Commission during any duly noticed public meeting; 4) communication in writing at any time with any City employee, unless specifically prohibited by the applicable RFQ RFP or bid documents. The bidder or proposer shall file a copy of any written communication with the City Clerk. The City Clerk shall make copies available to any person upon request; 5) communications regarding a particular RFQ RFP or bid between a potential vendor, service provider, proposer, bidder, lobbyist or consultant and the City's Purchasing Agent or City employee designated responsible for administering the procurement process for such RFQ, RFP or bid, provided the communication is limited strictly to matters of process or procedure already contained in the corresponding solicitation document; 6) communications with the City Attorney and his or her staff; 7) duly noticed site visits to determine the competency of proposers regarding a particular bid during the time period between the opening of bids and the time the City Manager makes his or her written recommendation; 8) any emergency procurement of goods or services pursuant to City Code; 9) responses to the City's request for clarification or additional information; 10) contract negotiations during any duly noticed public meeting; 11) communications to enable City staff to seek and obtain industry comment or perform market research, provided all communications related thereto between a potential vendor, service provider, proposer, bidder, lobbyist, or consultant and any member of the City's professional staff including, but not limited to, the City Manager and his or her staff are in writing or are made at a duly noticed public meeting. Note: It is the responsibility of the proposer to be familiar with the Cone of Silence Ordinance. Violation of the Cone of Silence by a particular bidder or proposer shall render any RFQ award, RFP award or bid award to said bidder or proposer voidable by the City Commission and/or City Manager. RFQ #PW-Q2013-01 City Branding Design & Services Page 10 of 60 21. CAMPAIGN FINANCE RESTRICTIONS ON VENDORS Vendors of the City are required to disclose any campaign contributions to the City Clerk, and each vendor must do so prior to and as a condition of the award of any City contract to the vendor. 21.1 VENDORS' CAMPAIGN CONTRIBUTION DISCLOSURE 1. General requirements: (A) Any vendor required to disclose campaign contributions pursuant to the Charter of the City of South Miami, as may be amended, shall file a written disclosure with the City Clerk, stating all contributions made that were accepted by an elected official, the official to whom they were made and the date they were made. The City Clerk may develop a form to be used by vendors for such disclosure. (B) The disclosure shall be filed prior to and as a condition of the award of any City contract to the Vendor. (C) The City Clerk shall inform the Commission of any disclosures which were made in relation to any items before the Commission prior to the hearing on the item or prior to the award of the contract. (D) If an existing vendor makes a contribution the vendor must report the same to the clerk within ten (10) days of its acceptance or prior to being awarded any additional contract or renewal, whichever occurs first. (E) The City Clerk shall file a quarterly report with the Commission, which lists all the vendor disclosures in the quarter. 2. Disqualification (A) As per Section 7.6 of the City Charter, if a Vendor of products or services who directly or through a member of the person's immediate family or through a political action committee or through any other person makes a campaign contribution to a City candidate and fails to disclose it then he/she/it shall be barred from selling any product or service to the City for a period of two years following the swearing in of the subject elected official. 22. LOBBYIST REGISTRATION Proposers must also comply with all City Charter sections and Code Provisions that pertain to lobbyists, including Section 7.6 of the City Charter and implementing ordinance(s), including Sec. 2-11(s) of the City Code and Ordinance 07-02. Please contact the City Clerk at (305) 663-6340 for additional information. Proposers shall complete a "Lobbyist Registration for Oral Presentation" form and all persons listed thereon shall be considered to be registered only for the purposes of the oral presentation, if any. Lobbyists are required to register and pay applicable fees prior to engaging in any other lobbying activity. END OF SECTION RFQ #PW-Q2013-01 City Branding Design & Services Page 11 of 60 1. INSURANCE REQUIREMENTS SECTION II SPECIAL CONDITIONS Throughout the term of this Contract, Successful Proposer and/or any and all subcontractors or anyone directly or indirectly employed by either of them shall maintain in force at their own expense, insurance as follows: 1.1 Workers' Compensation Statutory Limits of coverage to apply for all employees in compliance with all applicable State of Florida and federal laws. The policy must include Employers Liability with a limit of $500,000 each accident. 1.2 General Liability Commercial General Liability insurance with limits not less than $1,000,000 each occurrence combined single limit for Bodily Injury and Property Damage including coverage for contractual liability, personal injury, broad form property damage, products and completed operations. This policy of insurance shall be written in an "occurrence" based format. 1.3 Automobile Liability Comprehensive or Business Automobile Liability insurance with limits not less than $1,000,000 each occurrence combined single limit for Bodily Injury and Property Damage including coverage's for owned, hired, and non-owned vehicles and/or equipment as applicable. This policy of insurance shall be written in an "occurrence" based format. 1.4 General Should any of the required insurance be provided under a form of coverage that includes a general annual aggregate limit and provides that claims investigation or legal defense costs be included in such general annual aggregate limit, such general annual aggregate limit shall be double the occurrence limits specified above. Should any required insurance lapse during the Contract term, requests for payments originating after such lapse shall not be processed until the City receives satisfactory evidence of reinstated coverage as required by this Contract, effective as of the lapse date. If insurance is not reinstated, City may, at their sole option terminate this Agreement effective on the date of such lapse of insurance. RFQ #PW-Q2013-01 City Branding Design & Services Page 12 of 60 2. Liability policies shall be endorsed to provide the following: a) Name as additional insured the City of South Miami and its Officers, Agents, Employees and Commission Members. b) That such insurance is primary to any other insurance available to the additional insured with respect to claims covered under the policy and that insurance applies separately to each insured against whom claims are made or suit is brought, but the inclusion of more than one insured shall not operate to increase the insurer's limit of liability. All policies shall be endorsed to provide thirty (30) days prior written notice of cancellation, non- renewal or reduction in coverage or limits to: City of South Miami Attention: City Clerk's Office 6130 Sunset Drive South Miami, Florida 33189 The issuing agency shall include full name, address and telephone number in each insurance certificate issued. Certificates of Insurance, in form and evidencing all required insurance and endorsements, shall be submitted with the Proposers Proposal Package. If Proposer is Successful Proposer, then prior to commencement of Contract, Proposer must submit revised Certificate of Insurance naming the City of South Miami as additional insured for all liability policies. 1.5 Insurance Company and Agent All insurance policies herein required of the Successful Proposer shall be written by a company with a A.M. Best rating of AB or better that is duly authorized and licensed to do business in the State of Florida and shall be executed by agents, thereof that are duly licensed as agents in said state. SAFETY liThe Successful Proposer shall be solely and completely responsible for conditions of the job site, including safety of all persons (including employees) and property during performance of the work. This requirement shall apply continuously and not be limited to normal working hours. Job site safety provisions shall conform to u.S. Department of Labor (OSHA) standards and all other applicable federal, state, county, and local laws, ordinances, codes, and regulations. The Successful Proposer's failure to thoroughly familiarize himself with the aforementioned safety provisions shall not relieve him from compliance with the obligations and penalties set forth therein. The City reserves the right, but is not obligated to make safety inspections at any time the Successful Proposer is on City property and to ensure safety rules are not being violated. RFQ #PW-Q2013-01 City Branding Design & Services Page 13 of60 To the extent applicable, the Successful Proposer must also comply with Chapter 487, Florida Statutes. Any items which are delivered from an Agreement resulting from this Proposal must be accompanied by a Material Safety Data Sheets (MSDS). The MSDS sheets must be maintained by the user agency and consist of written, electronic, or printed material concerning an agricultural pesticide that sets forth the following information: a} The chemical name and the common name of the agricultural pesticide. b} The hazards or other risks in the use of the agricultural pesticide, including: 1. The potential for fire, explosions, corrosiveness, and reactivity. 2. The known acute health effects and chronic health effects of exposure to the agricultural pesticide, including those medical conditions that are generally recognized as being aggravated by exposure to the agricultural pesticide. 3. The primary routes of entry and symptoms of overexposure. a} The proper handling practices, necessary personal protective equipment, and other proper or necessary safety precautions in circumstances that involve the use of or exposure to the agricultural pesticide, including appropriate emergency treatment in case of overexposure. b} The emergency procedures for spills, fire, disposal, and first aid. c} A description of the known specific potential health risks posed by the agricultural pesticide, which is written in lay terms and is intended to alert any person who reads the information. d} The year and month, if available, that the information was compiled and the name, address, and emergency telephone number of the manufacturer responsible for preparing the information. 2.1 Occupational Health and Safety In compliance with Chapter 442, Florida Statutes, any items included in the latest edition of "Florida Substance List" which are delivered from a Contract resulting from this Proposal must be accompanied by a Material Safety Data Sheets (MSDS) The MSDS sheets must be maintained by the user agency and must include the following information: a} The chemical name and the common name of the toxic substance. b} The hazards or other risks in the use of the toxic substance, including: 1. The potential for fire, explosion, corrosiveness, and reactivity; 2. The known acute and chronic health effects of risks from exposure, including the medical conditions which are generally recognized as being aggravated by exposure to the toxic substance; and RFQ #PW-Q2013-01 City Branding Design & Services Page 14 of 60 3. The primary routes of entry and symptoms of overexposure. c) The proper precautions, handling practices, necessary personal protective equipment, and other safety precautions in the use of or exposure to the toxic substances, including appropriate emergency treatment in case of overexposure. d) The emergency procedure for spill, fire, disposal, and first aid. e) A description in lay terms of the known specific potential health risks posed by the toxic substances intended to alert any person reading this information. f) The year and month, if available, that the information was compiled and the name, address, and the emergency telephone number of the manufacturer responsible for preparing the information. ALL TOXIC SUBSTANCES MUST BE LABELED FOR IDENTIFICATION IN ACCORDANCE WITH OSHA STANDARDS. 3. CARE AND SAFETY The Contractor shall exercise the greatest of caution and care in servicing each site so as not to be or create a hazard which may affect the health, safety and welfare of users of the site or those surrounding, abutting or passing, and so as not to cause or inflict damage to any portion of the site and the area abutting and surrounding. The Contractor shall be responsible for all damages to persons and/or property occurring in the course of or resulting from his work, and shall be responsible for all repair, restoration, replacement and/or restitution for said damages at the Contractors sole expense. 4. SUB-CONTRACTORS 4.1 Sub-Contractors Terms The Contractor agrees to bind specifically every sub-contractor to the applicable terms and conditions of the Contract Documents for the benefit of the City. 4.2 Sub-Contractors Agreement Written approval by the City Manager or his designee will be required, prior to hiring any subcontractor. All work performed for the Contractor by a sub-contractor shall be pursuant to an appropriate agreement between the Contractor and the Sub-contractor. S. PUBLIC ENTITY CRIMES STATEMENT 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 proposal on a contract with a public entity for the construction or repair of a public building or public work, may not submit proposals on leases of real property to a public entity, may not be awarded or perform work as a Contractor, supplier, subcontractor, or RFQ #PW-Q2013-01 City Branding Design & Services Page l~ of 60 consultant under a contract with any public entity and may not transact business with any public entity in excess of the threshold amount provided in Section 287.017, for CATEGORY TWO for a period of 36 months from the date of being placed on the convicted vendor list. 6. DRUG-FREE WORKPLACE PROGRAMS Preference shall be given to businesses with Drug-Free Workplace programs. Whenever two or more proposals which are equal with respect to price, quality and service are received by the City for the procurement of commodities or contractual services, a proposal received from a business that completes the attached Drug-Free Workplace form certifying that it is a Drug-Free Workplace shall be given preference in the award process. 7. RELATED PARTIES TRANSACTION VERIFICATION AND CITY CODE OF ETHICS Proposers shall submit the "Related Parties Transaction Verification Form." The form affirms the proposer is familiar with the City of South Miami Code of Ethics, Section 8A-1 of the City Code of Ordinances and shall disclose any violations of the Code as referenced and detailed in the Form. 9. INSPECTION, DIRECTION, AND PAYMENT 9.1 Direction The work will be conducted under the general direction of the City Manager or his designee, and is subject to inspection by his appointed inspectors to insure compliance with the terms of the Contract. Changes to any provision of the specifications without written authorization of the City Manager or his designee nor shall the presence of an inspector relieve the Contractor from any requirements of the Contract. 9.2 Payment Contractor shall submit invoices on or about the first of each month for work completed in the previous month under provision of this Contract. Invoices will be verified by checking them against Landscape Maintenance Report forms that were approved for payment during the time period being invoiced. The City shall pay the Contractor pursuant to the Florida Prompt Payment Act. END OF SECTION RFQ #PW-Q2013-01 City Branding Design & Services Page 16 of 60 1. SCOPE OF SERVICES SECTION '" DETAILED REQUIREMENTS The City of South Miami is requesting interested parties to submit qualifications to develop a new municipal branding standards and guidelines. This will be a succinct, clear language, foundational document for the City, enabling Administration to work towards brand standardization and integration across a variety of mediums. With increased growth and development occurring within the municipality and larger region, the appearance and exposure of the City of South Miami corporate brand must be professional and consistent. The Proposed Adopted Budget for Branding Standards and Guidelines for fiscal year 2013 is $20,000. The branding standards and guidelines will consist of, but not limited to: Phase I: FY 2013 1.1 Branding Strategy The primary focus of this project is the development of a Branding Strategy for the City of South Miami. The Branding Strategy will include, but is not limited to; the development of a logo for the City. The City of South Miami logo is currently the heart of its visual identity. Discuss the components of this visual mark and how the Branding Strategy works together with the logo, including color specifications, sizes and additional uses. The current City Seal will remain the same and is not affected or altered as a result of the City Branding and Design Project. After a review of the qualifications and ranking of submittals received, the City Manager will recommend a single vendor/firm to the City Commission for City Branding and Design Services. Once a vendor/firm has been selected, the awarded vendor will develop and present a new City logo to the City Manager within thirty-days (30) of executing the Agreement. The City Manager will recommend the new logo and the accompanying "Branding Strategy" to the City Commission for approval. Phase": FY 2013, or as the current City Budget Allows 1.2 Introduction to the Brand Provide an introduction to the Branding Standards and Guidelines. Primary target audiences include City Administration/Staff and related media/print/publication agencies who may access the brand; secondary target audiences include local residents and businesses. Visitor/tourism audiences and potential residents/businesses round out the target audience list. 1.3 Typography Provide guidance regarding approved typography. Describe why the correct use of typography is important with examples of usage. 1.4 Photography/Pattern/Illustration Usage As imagery plays an important role within print and online materials, provide guidelines around developing appropriate photographic imagery for the City and provide examples of correct and incorrect usage of images. RFQ #PW-Q2013-01 City Branding Design & Services Page 17 of 60 1.5 Stationary The logo will be used on letterhead, envelopes, business cards, corporate reports, memorandum, facsimile sheets, media releases, name tags, and other stationary items. 1.6 Website design The City of South Miami will be updating its website in the near future. To ensure a common look and feel carries into any website redevelopment, provide website design examples that intergrate the City's visual identity. 1.7 Other uses The logo will also be displayed on the City street signage, welcome signs and throughout other areas within the City. Note: Designs, Drawings, Detailed Specifications, Plans and Branding Strategies Designs, drawings, detailed specifications, plans and branding strategies; including colors, materials, etc.; developed by the awarded vendor for the City, shall become the property of the City and shall be provided to the City upon request. END OF SECTION RFQ #PW-Q2013-01 City Branding Design & Services Page 18 of 60 SECTION IV PROPOSAL PACKAGE City Branding Design & Services QUALIFICATIONS ARE DUE ON OR BEFORE: Tuesday, May 7,2013 @ 2:00 PM TO: CITY HALL OFFICE OF THE CITY CLERK 6130 Sunset Drive South Miami, Florida 33143 THIS RFQ SUBMITTED BY: COMPANY NAME: ______________________________________________ __ ADDRESS: _______________________________________________________ __ TELEPHONE: .1.-( _-'-_______ _ FAX#:.I.-(_~ _____________ _ EMAIL: _________________ __ RFQ #PW-Q2013-01 City Branding Design & Services Page 19 of 60 SECTION IV RFQ REQUIREMENTS CHECKLIST RFQ #PW-Q2013-01 Proposer has attached all documents listed in the checklist as provided and any other pertinent information. Section 1.01 CHECK LIST Bid Package: One (1) original and Nine (9) copies Proposal Confirmation Scope of Services/Plan Proposer's Qualifications Proposer's References Indemnification Clause Non-Collusive Affidavit Drug-Free Workplace Form Sworn Statement on Public Entity Crimes Related Party Transaction Verification Form Exception to the Request for Proposals Addendum Acknowledgement Form Anti-Kickback Affidavit Proof of Insurance Contract/Agreement RFQ #PW-Q2013-01 City Branding Design & Services Page 28 of 60 FORMS ATTACHED Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No CITY OF SOUTH MIAMI CITY BRANDING DESIGN & SERVICES RFQ #PW-Q2013-01 PROPOSAL CONFIRMATION In accordance with the requirements to provide City Branding Design & Services, RFQ #PW-Q2013-01, the undersigned submits the attached proposal. Proposer has examined the site and locality where the work is to be performed and is fully aware of the scope of work based on these requirements, the legal requirements (federal, state and local laws, ordinances, rules and regulations) and the conditions affecting cost, progress or performance of the work and has made such independent investigation as Proposer deems necessary. This proposal is genuine and not made in the interest of or on behalf of any undisclosed person, firm or corporation and is not submitted in conformity with any agreement or rules of any group, association, organization or corporation; Proposer has not directly or indirectly induced or solicited any other Proposer to submit a false or sham proposal; Proposer has not solicited or induced any person; firm or a corporation to refrain from proposing and Proposer has not sought by collusion to obtain for himself any advantage over any other Proposer or over Owner. The Proposer shall acknowledge this Proposal by signing and completing the spaces provided. I hereby submit this Proposal Package for City Branding Design & Services), RFQ #PW-Q2013-01 to the City of South Miami with the full understanding of the Request for Qualifications, General and Special Conditions and Detail Requirements and the entire Proposal Package. Proposer's Name Signature Date State of: __________ _ County of: __________ _ The foregoing instrument was acknowledged before me this _ day of _____ -', 2013, by ____ _ _______________ , who is (who are) personally known to me or who has produced __ _ ______________ as identification and who did (did not) take an oath. Notary Public Signature Notary Name, Printed, Typed or Stamped Commission Number: ________ _ My Commission Expires: ________ _ RFQ #PW-Q2013-01 City Branding Design & Services Page 29 of 60 CITY OF SOUTH MIAMI CITY BRANDING DESIGN & SERVICES RFQ #PW-Q2013-01 QUALIFICATIONS This section of the proposal should give a description of the firm, including the size, range of activities, and the number of years with relative experience with large accounts Particular emphasis should be given as to how the firm-wide experience project will be brought to bear on the proposed project. This section must also identify the contact person and telephone number. Note: Additional sheets may be attached if necessary. RFQ #PW-Q2013-01 City Branding Design & Services Page 30 of 60 CITY OF SOUTH MIAMI CITY BRANDING DESIGN & SERVICES RFQ #PW-Q 2013-01 QUALIFICATIONS (CONTINUED) NOTE: This statement of Proposers Qualifications must be completely filled out, properly executed and returned as part of your proposal. 1. List the true, exact and proper names of the company, partnership, corporation, trade or fictitious name under which you do business and principals by name and titles: Name of Company: ____________________________________________________________ __ Address: ____________________________________________________________________ _ Principals: __________________________ _ Titles: ____________________________ _ 2. a. Are you licensed, as may be required, in the designated area(s) of Miami-Dade County, Florida? yes ________ _ No _____ _ b. List Principals Licensed: Name(s): ____________ __ Title: _____________________________ _ Remarks: __________________________________________________________________ _ 3. How long has your company been in business and so licensed? ____________________________ _ 4. If Proposer is an individual or a partnership, answer the following: __________________________ _ a. Date of organization: ____________________________________________________ _ RFQ #PW-Q2013-01 City Branding Design & Services Page 31 of 60 CITY OF SOUTH MIAMI CITY BRANDING DESIGN & SERVICES RFQ #PW-Q2013-01 QUALIFICATIONS (CONTINUED) b. Name, address and ownership units of all partners: c. State whether general or limited partnership: __________________ _ If Proposer is other than an individual, corporation or partnership, describe the organization and give the name and address of principals. 5. If Proposer is operating under a fictitious name, submit evidence of compliance with the Florida Fictitious Name Statute. 6. How many years has your organization been in business under its present business name? 7. a. Under what other former names has your organization operated? a. Has your company ever failed to complete a bonded obligation or to complete a Contract? yes ___________ _ RFQ #PW-Q2013-01 City Branding Design & Services Page 32 of 60 No ____ _ 8. CITY OF SOUTH MIAMI CITY BRANDING DESIGN & SERVICES RFQ #PW-Q 2013-01 PROPOSER'S QUALIFICATIONS (CONTINUED) If so, give particulars including circumstances, where and when, name of bonding company, name and address of owner and disposition of matter: a. List the pertinent experience of the key individuals of your organization (continue on insert sheet, if necessary). b. State the name of the individual(s) and titles that will have personal supervision of the work: 9. List name and title of persons in your company who are authorized to enter into a Contract with the CITY OF SOUTH MIAMI, Florida for the proposed work should your company be the Successful Proposer. Name ________________ __ Title_________________ _ ________________ _ Phone#: ______________ __ Email: RFQ #PW-Q2013-01 City Branding Design & Services Page 33 of 60 CITY OF SOUTH MIAMI CITY BRANDING DESIGN & SERVICES RFQ #PW-Q2013-01 QUALIFICATIONS (CONTINUED) The undersigned guarantees the authenticity of the foregoing statements and does hereby authorize and request any person, firm or corporation to furnish any information requested by the CITY OF SOUTH MIAMI, Florida to verification of the recitals comprising this statement of the Proposers qualifications. DISCOVERY OF ANY OMISSION OR MISSTATEMENT THAT MATERIALLY AFFECTS THE PROPOSERS QUALIFICATIONS TO PERFORM UNDER THE CONTRACT SHALL CAUSE THE OWNER TO REJECT THE PROPOSAL AND IF AFTER THE AWARD TO CANCEL AND TERMINATE THE AWARD AND/OR CONTRACT. Date: __________________________ __ Signature Print Name Company Title If Corporation (Seal) If Individual or Partnership, two Witnesses are required: Witness Respectfully submitted (CORPORATE SEAL) Witness Company -Contractor RFQ #PW-Q2013-01 City Branding Design & Services Page 34 of 60 ATIEST: CITY OF SOUTH MIAMI CITY BRANDING DESIGN & SERVICES RFQ #PW-Q2013-01 PROPOSER'S QUALIFICATIONS (CONTINUED) By (Seal) Secretary President Witness Contractor Signature END OF SECTION RFQ #PW-Q2013-01 City Branding Design & Services Page 35 of 60 CITY OF SOUTH MIAMI CITY BRANDING DESIGN & SERVICES RFQ #PW-Q2013-01 REFERENCES The following is a list of at least four (4) references that Proposer has provided similar service in the past five (5) years. Government agency references are preferred. 1. Name of Firm, City, County or Agency: ______________________ _ Address: ________________________________ _ Contact: _________ Title: _________ Telephone :(_--'-______ _ Location: _____________ _ Scope of Work:. ___________ _ 2. Name of Firm, City, County or Agency: ______________________ _ Address: ________________________________ _ Contact: _________ Title: _________ Telephone :(_--'-______ _ Location:. _____________ _ Scope of Work:. ___________ _ 3. Name of Firm, City, County or Agency: ______________________ _ Address: ________________________________ _ Contact: _________ Title: _________ Telephone :(_--'-______ _ Location: _____________ _ Scope of Work: ___________ _ 4. Name of Firm, City, County or Agency: ______________________ _ Address:. _________________________________ _ Contact: _________ Title: _________ Telephone :(_--'-______ _ Location: _____________ _ Scope of Work: ___________ _ NOTE: Additional references may be attached and provided. RFQ #PW-Q2013-01 City Branding Design & Services Page 36 of 60 CITY OF SOUTH MIAMI CITY BRANDING DESIGN & SERVICES RF #PW-Q2013-01 INDEMNIFICATION CLAUSE The parties agree that one percent (1%) of the total compensation paid to Contractor for the work of the contract shall constitute specific consideration to Contractor for the indemnification to be provided under the Contractor. The Proposer shall indemnify and hold harmless the City Commission, the CITY OF SOUTH MIAMI, and their agents and employees from and against all claims, damages, losses and expenses including attorney's fees arising out of or resulting from the performance of the work provided that any such claim, damage, loss or expense (1) is attributable to bodily injury, sickness, disease or death, or to injury to or destruction of tangible property (other than the work itself) including the loss of use resulting therefrom, and (2) is caused in whole or in part by any negligent act or omission of the Contractor, any subcontractor, anyone directly or indirectly employed by any of them or anyone for whose acts any of them may be liable, regardless of whether or not it is caused in part by a party indemnified hereunder. In any and all claims against the Owner, or any of their agents or employees by any employee of the Proposer, any subcontractor, anyone directly or indirectly employed by any of them or anyone for whose acts any of them may be liable, the indemnification obligation under this Paragraph shall not be limited in any way by any limitation on this amount or type of damages compensation or benefits payable by or for the Contractor or any subcontractor under Worker's Compensation Acts, Disability Benefit Acts or other Employee Benefit Acts. Nothing in this section shall affect the immunities of the City pursuant to Chapter 768, Florida Statutes. Proposer's Name Signature Date State of: ___________ _ County of: __________ _ The foregoing instrument was acknowledged before me this ___ day of __________ , 2013, by ________________ --.J' who is (who are) personally known to me or who has produced _____________ as identification and who did (did not) take an oath. Notary Public Signature Notary Name, Printed, Typed or Stamped Commission Number: _________ _ My Commission Expires: ________ _ RFQ #PW-Q2013-01 City Branding Design & Services Page 37 of 60 State of } } 55: County of } CITY OF SOUTH MIAMI CITY BRANDING DESIGN & SERVICES RFQ #PW-Q2013-01 NON-COLLUSIVE AFFIDAVIT _____________ being first duly sworn deposes and says that: a} He/she is the , {Owner, Partner, Officer, Representative or Agent} of ____________ , the Proposer that has submitted the attached Proposal; b} He/she is fully informed respecting the preparation and contents of the attached Proposal and of all pertinent circumstances respecting such Proposal; c} Such Proposal is genuine and is not collusive or a sham Proposal; d} Neither the said Proposer nor any of its officers, partners, owners, agents, representatives, employees or parties in interest, including this affiant, have in any way colluded, conspired, connived or agreed, directly or indirectly, with any other Proposer, firm, or person to submit a collusive or sham Proposal in connection with the Work for which the attached Proposal has been submitted; or to refrain from proposing in connection with such work; or have in any manner, directly or indirectly, sought by person to fix the price or prices in the attached Proposal or of any other Proposer, or to fix any overhead, profit, or cost elements of the Proposal price or the Proposal price of any other Proposer, or to secure through any collusion, conspiracy, connivance, or unlawful agreement any advantage against {Recipient}, or any person interested in the proposed work; e} The price or prices quoted in the attached Proposal are fair and proper and are not tainted by any collusion, conspiracy, connivance, or unlawful agreement on the part of the Proposer or any other of its agents, representatives, owners, employees or parties in interest, including this affiant. Signed, sealed and delivered in the presence of: Witness Witness By: ________ _ {Printed Name} {Title} RFQ #PW-Q2013-01 City Branding Design & Services Page 38 of 60 State of ___ _ SS: County of ___ _ CITY OF SOUTH MIAMI CITY BRANDING DESIGN & SERVICES RFQ #PW-Q2013-01 NON-COLLUSIVE AFFIDAVIT (CONTINUED) ACKNOWLEDGMENT BEFORE ME, the undersigned authority personally appeared to me well known and known by me to be the person described herein and who executed the foregoing Affidavit and acknowledged to and before me that executed said Affidavit for the purpose therein expressed. WITNESS, my hand and official seal this __ day of _____ -', 2013. My Commission Expires: Notary Public State of Florida at Large END OF SECTION RFQ #PW-Q2013-01 City Branding Design & Services Page 39 of 60 CITY OF SOUTH MIAMI CITY BRANDING DESIGN & SERVICES RFQ #PW-Q2013-01 DRUG-FREE WORKPLACE FORM The undersigned vendor in accordance with Florida Statute 287.087 hereby certifies that ________ _ ________________________ does: (Name of Business) 1) Publish a statement notifying employees that the unlawful manufacture, distribution, dispensing, possession, or use of a controlled substance is prohibited in the workplace and specifying the actions that will be taken against employees for violations of such prohibition. 2) Inform employees about the dangers of drug abuse in the workplace, the business's policy of maintaining a drug-free workplace, any available drug counseling, rehabilitation, and employee assistance programs, and the penalties that may be imposed upon employees for drug abuse violations. 3) Give each employee engaged in providing the commodities or contractual services that are under bid a copy of the statement specified in subsection (1). 4) In the statement specified in subsection (1), notify the employees that, as a condition of working on the commodities or contractual services that are under bid, the employee will abide by the terms of the statement and will 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. As the person authorized to sign the statement, I certify that this firm complies fully with the above requirements. Proposers Signature Print Name RFQ #PW-Q2013-01 City Branding Design & Services Page 40 of 60 Date CITY OF. SOUTH MIAMI CITY BRANDING DESIGN & SERVICES RFQ #PW-Q2013-01 SWORN STATEMENT ON PUBLIC ENTITY CRIMES SECTION 287.133(3) (a), FLORIDA STATUTES (CONTINUED) THIS FORM MUST BE SIGNED AND SWORN TO IN THE PRESENCE OF A NOTARY PUBLIC OR OTHER OFFICIAL AUTHORIZED TO ADMINISTER OATHS. 1. This sworn statement is submitted to the City of South Miami by ________________________________________________ _ [Print individual's name and title] for ____________________________________________________ _ [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: ______________________________ _ 2. I understand that a "public entity crime" as defined in Paragraph 287.133(1)9g), Florida Statutes, means a violation of any state or federal law by a person with respect to and directly related to the transaction of business with any public entity or with an agency or political subdivision of any other state or the United States, including, but not limited to, any bid or contract for goods and services to be provided to any public entity or an agency or political subdivision of any other state or of the United States involving antitrust, fraud, theft, bribery, collusion, racketeering, conspiracy, or material misrepresentation. 3. I understand that "convicted" or "conviction" as defined in Paragraph 287.133(1) (b), Florida Statutes, means a finding of guilt or a conviction or a public entity crime, with or without an adjudication of guilt, in any federal or state trial court of record relating to charges brought by indictment or information after July 1, 1989, as a result of a jury verdict, non jury trial, or entry of a plea of guilty or nolo contendere. RFQ #PW-Q2013-01 City Branding Design & Services Page 41 of 60 CITY OF SOUTH MIAMI CITY BRANDING DESIGN & SERVICES RFQ #PW-Q2013-01 SWORN STATEMENT ON PUBLIC ENTITY CRIMES (CONTINUED) SECTION 287.133(3) (a), FLORIDA STATUTES 4. I understand than an "affiliate" as defined in Paragraph 287.133(1} (a), Florida Statutes, means: a} A predecessor or successor of a person convicted of a public entity crime; or b} An entity under the control of any natural person who is active in the management of the entity and who has been convicted of a public entity crime. Te term "affiliate" includes those officers, directors, executives, partners, shareholders, employees, members, and agents who are active in the management of an affiliate. The ownership by one person of shares constituting a controlling interest in another person, or a pooling of equipment or income among persons when not for fair market value under an arm's length agreement, shall be a prima facie case that one person controls another person. A person who knowingly enters into a joint venture with a person who has been convicted of a public entity crime in Florida during the preceding 36 months shall be considered an affiliate. 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 goofs or services let by a public entity, or which otherwise transacts or applies to transact business with a public entity. The term "person" includes those officers, directors, executives, partners, shareholders, employees, members, and agents who are active in the management of an entity. 6. Based on information and belief, the statement that I have marked below is true in relation to the entity submitting this sworn statement. [Indicate which statement applies.] __ Neither the entity submitting this sworn statement, nor any officers, directors, executives, partners, shareholders, employees, members, or agents who are active in the management of the entity, not any affiliate of the entity, has been charged with and convicted of a public entity crime subsequent to July 1, 1989. __ This entity submitting this sworn statement, or one or more of its officers, directors, executives, partners, shareholders, employees, members, or agents who are active in the management of the entity, or an affiliate of the entity has been charged with and convicted of a public entity crime subsequent to July 1, 1989. RFQ #PW-Q2013-01 City Branding Design & Services Page 42 of 60 CITY OF SOUTH MIAMI CITY BRANDING DESIGN & SERVICES RFQ #PW-Q2013-01 SWORN STATEMENT ON PUBLIC ENTITY CRIMES (CONTINUED) SECTION 287.133(3) (a), FLORIDA STATUTES _______________________________ the entity submitting this sworn statement, or one or more of its officers, directors, executives, partners, shareholders, employees, members, or agents who are active in the management of the entity or an affiliate of the entity has been charged with and convicted of a public entity crime subsequent to July 1, 1989. However, there has been a subsequent proceeding before a Hearing Officer of the State of Florida, Division of Administrative Hearings and the Final Order entered by the Hearing Officer determined that it was not in the public interest to place the entity submitting this sworn statement on the convicted vendor list. [Attach a copy of the final order] I UNDERSTAND THAT THE SUBMISSION OF THIS FORM TO THE CONTRACTING OFFICER FOR THE PUBLIC ENTITY IDENTIFIED IN PARAGRAPH 1 ABOVE IS FOR THAT PUBLIC ENTITY ONLY AND, THAT THIS FORM IS VALID THROUGH DECEMBER 31 OF THE CALENDAR YEAR IN WHICH IT IS FILED. I ALSO UNDERSTAND HAT I AM REQUIRED TO INFORM THE PUBLIC ENTITY PRIOR TO ENTERING INTO A CONTRACT IN EXCESS OF THE THRESHOLD AMOUNT PROVIDED IN SECTION 287.017, FLORIDA STATUTES, FOR CATEGORY TWO OF ANY CHANGE IN THE INFORMATION CONTAINED IN THIS FORM. Proposer's Name Proposer's Signature Sworn to and subscribed before me this ___ day of ___ -', 2013. Personally known ________________________ _ OR produced identification _______ Notary Public State of Florida at Large (Type of identification) My commission expires _____ _ (Printed, typed or stamped commissioned Name notary public) RFQ #PW-Q2013-01 City Branding Design & Services Page 43 of 60 "RELATED PARTY TRANSACTION VERIFICATION FORM" , individualy and on behalf of (flFirm") have -':"CN;-a-m-e-o-,1..-:R=-e-p-re-s-e-n-:-ta-:t:-;-iv-e-----' Company/Vendor/Entity read the City of South Miami (flCity")'s Code of Ethics, Section 8A-l of the City's Code of Ordinances and I hereby certify, under penalty of perjury that to the best of my knowledge, information and belief: (1) neither I nor the Firm have any conflict of interest (as defined in section 8A-l) with regard to the contract or business that I, and/or the Firm, am(are) about to perform for, or to transact with, the City, and (2) neither I nor any employees, officers, directors of the Firm, nor anyone who has a financial interest greater than 5% in the Firm, has any relative(s), as defined in section 8A-l, who is an employee of the City or who is(are) an appointed or elected official of the City, or who is(are) a member of any public body created by the City Commission, i.e., a board or committee of the City, [while the ethics code still applies, if the person executing this form is doing so on behalf of a firm whose stock is publicly traded, the statement in this section (2) shall be based solely on the signatory's personal knowledge and he/she is not required to make an independent investigation as to the relationship of employees or those who have a financial interest in the Firm]; and (3) neither I nor the Firm, nor anyone who has a financial interest greater than 5% in the Firm, nor any member of those persons' immediate family (Le., spouse, parents, children, brothers and Sisters) has transacted or entered into any contract(s) with the City or has a financial interest, direct or indirect, in any business being transacted with the city, or with any person or agency acting for the city, other than as follows: (use a separate sheet to supply additional information that will not fit on this line but make reference to the additional sheet which must be signed under oath). [while the ethics code still applies, if the person executing this form is doing so on behalf of a firm whose stock is publicly traded, the statement in this section (3) shall be based solely on the signatory's personal knowledge and he/she is not required to make an independent investigation as to the relationship of those who have a financial interest in the Firm]; and (4) no elected and/or appointed official or employee of the City of South Miami, or any of their immediate family members (Le., spouse, parents, children, brothers and sisters) has a financial interest, directly or indirectly, in the contract between you and/or your Firm and the City other than the following individuals whose interest is set forth following their names: __ --,.._-:-:-:--:----: __ --:::--__ ---: __ ..,,-_=-_-:-~-_:__---:---(use a separate sheet to supply additional information that will not fit on this line but make reference to the additional sheet which must be signed under oath). The names of all City employees and that of all elected and/or appOinted city officials or board members, who own, directly or indirectly, an interest offive percent (5%) or more ofthe total assets of capital stock in the firm are as follows: (use a separate sheet to supply additional information that will not fit on this line but make reference to the additional sheet which must be signed under oath). [while the ethics code still applies, if the person executing this form is doing so on behalf of a firm whose stock is publicly traded, the statement in this section (4) shall be based solely on the signatory's personal knowledge and he/she is not required to make an independent investigation as to the financial interest in the Firm of city employees, appointed officials or the immediate family members of elected and/or appointed official or Employee). (5) I and the Firm further agree not to use or attempt to use any knowledge, property or resource which may come to us through our position of trust, or through our performance of our duties under the terms of the contract with the City, to secure a special privilege, benefit, or exemption for ourselves, or others. We agree that we may not disclose or use information, not available to members of the general publiC, for our personal gain or benefit or for the personal gain or benefit of any other person or business entity, outside ofthe normal gain or benefit anticipated through the performance of the contract. (6) I and the Firm hereby acknowledge that we have not contracted or transacted any business with the City or any person or agency acting for the City, and that we have not appeared in representation of any third party before any board, commission or agency of the City within the past RFQ #PW-Q2013-01 City Branding Design & Services Page 44 of 60 two years other than as follows: (use a separate sheet to supply additional information that will not fit on this line but make reference to the additional sheet which must be signed under oath). (7) Neither I nor any employees, officers, or directors of the Firm, nor any of their immediate family (Le., as a spouse, son, daughter, parent, brother or sister) is related by blood or marriage to: (i) any member of the City Commission; (ii) any city employee; or (iii) any member of any board or agency of the City other than as follows: (use a separate sheet to supply additional information that will not fit on this line but make reference to the additional sheet which must be signed under oath). [while the ethics code still applies, if the person executing this form is doing so on behalf of a firm whose stock is publicly traded, the statement in this section (7) shall be based solely on the signatory's personal knowledge and he/she is not required to make an independent investigation as to the relationship by blood or marriage of employees, officers, or directors of the Firm, or of any of their immediate family to any appointed or elected officials of the City, or to their immediate family members]. (8) No Other Firm, nor any officers or directors of that Other Firm or anyone who has a financial interest greater than 5% in that Other Firm, nor any member of those persons' immediate family (Le., spouse, parents, children, brothers and sisters) nor any of my immediate family members (hereinafter referred to as "Related Parties") has responded to a solicitation by the City in which I or the Firm that I represent or anyone who has a financial interest greater than 5% in the Firm, or any member of those persons' immediate family (Le. spouse, parents, children, brothers and sisters) have also responded, other than the following: ---,-:--_=--_-:---:-_,,--_--:-_-=-_(use a separate sheet to supply additional information that will not fit on this line but make reference to the additional sheet which must be signed under oath). [while the ethics code still applies, if the person executing this form is doing so on behalf of a firm whose stock is publicly traded, the statement in this section (8) shall be based solely on the signatory's personal knowledge and he/she is not required to make an independent investigation into the Other Firm, or the Firm he/she represents, as to their officers, directors or anyone having a financial interest in those Firms or any of their any member of those persons' immediate family]. (9) I and the Firm agree that we are obligated to supplement this Verification Form and inform the City of any change in circumstances that would change our answers to this document. Specifically, after the opening of any responses to a solicitation, I and the Firm have an obligation to supplement this Verification Form with the name of all Related Parties who have also responded to the same solicitation and to disclose the relationship of those parties to me and the Firm. (lO)A violation of the City's Ethics Code, the giving of any false information or the failure to supplement this Verification Form, may subject me or the Firm to immediate termination of any agreement with the City, and the imposition of the maximum fine and/or any penalties allowed by law. Additionally, violations may be considered by and subject to action by the Miami-Dade County Commission on Ethics. Under penalty of perjury, I declare that I have made a diligent effort to investigate the matters to which I am attesting hereinabove and that the statements made hereinabove are true and correct to the best of my knowledge, information and belief. Signature: ___________ _ Print Name & Title: ____________ _ Date: __________ _ ATIACHED: Sec. 8A-l-Conflict of interest and code of ethics ordinance. RFQ #PW-Q2013-01 City Branding Design & Services Page 45 of 60 Section 8A-l CODE OF ETHIC Sec. SA-l. -Conflict of interest and code of ethics ordinance. (a) Designation. This section shall be designated and known as the "City of South Miami Conflict of Interest and Code of Ethics Ordinance." This section shall be applicable to all city personnel as defined below, and shall also constitute a standard of ethical conduct and behavior for all autonomous personnel, quasi-judicial personnel, advisory personnel and departmental personnel. The provisions of this section shall be applied in a cumulative manner. By way of example, and not as a limitation, subsections (c) and (d) may be applied to the same contract or transaction. (b) Definitions. For the purposes of this section the following definitions shall be effective: (l) The term "commission members" shall refer to the mayor and the members of the city commission. (2) The term "autonomous personnel" shall refer to the members of autonomous authorities, boards and agencies, such as the city community redevelopment agency and the health facilities authority. (3) The term "quasi-judicial personnel" shall refer to the members of the planning board, the environmental review and preservation board, the code enforcement board and such other individuals, boards and agencies of the city as perform quasi-judicial functions. (4) The term "advisory personnel" shall refer to the members of those city advisory boards and agencies whose sole or primary responsibility is to recommend legislation or give advice to the city commission. (5) The term "departmental personnel" shall refer to the city clerk, the city manager, department heads, the city attorney, and all assistants to the city clerk, city manager and city attorney, however titled. (6) The term "employees" shall refer to all other personnel employed by the city. (7) The term "compensation" shall refer to any money, gift, favor, thing of value or financial benefit conferred, or to be conferred, in return for services rendered or to be rendered. (8) The term "controlling financial interest" shall refer to ownership, directly or indirectly, of ten percent or more of the outstanding capital stock in any corporation or a direct or indirect interest of ten percent or more in a firm, partnership, or other business entity at the time of transacting business with the city. (9) The term "immediate family" shall refer to the spouse, parents, children, brothers and sisters of the person involved. (lO) The term "transact any business" shall refer to the purchase or sale by the city of specific goods or services for consideration and to submitting a bid, a proposal in response to a RFP, a statement of qualifications in response to a request by the city, or entering into contract negotiations for the provision on any goods or services, whichever first occurs. (c) Prohibition on transacting business with the city. No person included in the terms defined in paragraphs (b){l) through (6) and in paragraph (b){9) shall enter into any contract or transact any business RFQ #PW-Q2013-01 City Branding Design & Services Page 46 of 60 in which that person or a member of the immediate family has a financial interest, direct or indirect with the city or any person or agency acting for the city, and any such contract, agreement or business engagement entered in violation of this subsection shall render the transaction voidable. Willful violation of this subsection shall constitute malfeasance in office and shall effect forfeiture of office or position. Nothing in this subsection shall prohibit or make illegal: (1) The payment of taxes, special assessments or fees for services provided by the city government; (2) The purchase of bonds, anticipation notes or other securities that may be issued by the city through underwriters or directly from time to time. Waiver oj prohibition. The requirements of this subsection may be waived for a particular transaction only by four affirmative votes of the city commission after public hearing upon finding that: (1) An open-to-all sealed competitive proposal has been submitted by a city person as defined in paragraphs (b)(2), (3) and (4); (2) The proposal has been submitted by a person or firm offering services within the scope of the practice of architecture, professional engineering, or registered land surveying, as defined by the laws of the state and pursuant to the provisions of the Consultants' Competitive Negotiation Act, and when the proposal has been submitted by a city person defined in paragraphs (b)(2), (3) and (4); (3) The property or services to be involved in the proposed transaction are unique and the city cannot avail itself of such property or services without entering a transaction which would violate this subsection but for waiver of its requirements; and (4) That the proposed transaction will be in the best interest of the city. This subsection shall be applicable only to prospective transactions, and the city commission may in no case ratify a transaction entered in violation of this subsection. Provisions cumulative. This subsection shall be taken to be cumulative and shall not be construed to amend or repeal any other law pertaining to the same subject matter. (d) Further prohibition on transacting business with the city. No person included in the terms defined in paragraphs (b)(l) through (6) and in paragraph (b)(9) shall enter into any contract or transact any business through a firm, corporation, partnership or business entity in which that person or any member of the immediate family has a controlling financial interest, direct or indirect, with the city or any person or agency acting for the city, and any such contract, agreement or business engagement entered in violation ofthis subsection shall render the transaction voidable. The remaining provisions of subsection (c) will also be applicable to this subsection as though incorporated by recitation. Additionally, no person included in the term defined in paragraph (b)(l) shall vote on or participate in any way in any matter presented to the city commission if that person has any of the following relationships with any of the persons or entities which would be or might be directly or indirectly affected by any action of the city commission: (1) Officer, director, partner, of counsel, consultant, employee, fiduciary or beneficiary; or RFQ #PW-Q2013-01 City Branding Design & Services Page 47 of 60 (2) Stockholder, bondholder, debtor, or creditor, if in any instance the transaction or matter would affect the person defined in paragraph (b)(l) in a manner distinct from the manner in which it would affect the public generally. Any person included in the term defined in paragraph (b)(l) who has any of the specified relationships or who would or might, directly or indirectly, realize a profit by the action of the city commission shall not vote on or participate in any way in the matter. (e) Gifts. (1) Definition. The term "gift" shall refer to the transfer of anything of economic value, whether in the form of money, service, loan, travel, entertainment, hospitality, item or promise, or in any other form, without adequate and lawful consideration. (2) Exceptions. The provisions of paragraph (e)(l) shall not apply to: a. Political contributions specifically authorized by state law; b. Gifts from relatives or members of one's household, unless the person is a conduit on behalf of a third party to the delivery of a gift that is prohibited under paragraph (3); c. Awards for professional or civic achievement; d. Material such as books, reports, periodicals or pamphlets which are solely informational or of an advertising nature. (3) Prohibitions. A person described in paragraphs (b)(l) through (6) shall neither solicit nor demand any gift. It is also unlawful for any person or entity to offer, give or agree to give to any person included in the terms defined in paragraphs (b)(l) through (6), or for any person included in the terms defined in paragraphs (b)(l) through (6) to accept or agree to accept from another person or entity, any gift for or because of: a. An official public action taken, or to be taken, or which could be taken, or an omission or failure to take a public action; b. A legal duty performed or to be performed, or which could be performed, or an omission or failure to perform a legal duty; c. A legal duty violated or to be violated, or which could be violated by any person included in the term defined in paragraph (b)(l); or d. Attendance or absence from a public meeting at which official action is to be taken. (4) Disclosure. Any person included in the term defined in paragraphs (b)(l) through (6) shall disclose any gift, or series of gifts from anyone person or entity, having a value in excess of $25.00. The disclosure shall be made by filing a copy of the disclosure form required by chapter 112, Florida Statutes, for "local officers" with the city clerk Simultaneously with the filing of the form with the clerk of the county and with the Florida Secretary of State. (f) Compulsory disclosure by employees of firms doing business with the city. Should any person included in the terms defined in paragraphs (b)(l) through (6) be employed by a corporation, firm, partnership or business entity in which that person orthe immediate family does not have a controlling financial interest, and should the corporation, firm, partnership or business entity have substantial business commitments to or from the city or any city agency, or be subject to direct regulation by the city RFQ #PW-Q2013-01 City Branding Design & Services Page 48 of 60 or a city agency, then the person shall file a sworn statement disclosing such employment and interest with the clerk of the city. (g) Exploitation of official position prohibited. No person included in the terms defined in paragraphs (b)(l) through (6) shall corruptly use or attempt to use an official position to secure special privileges or exemptions for that person or others. (h) Prohibition on use of confidential information. No person included in the terms defined in paragraphs (b)(l) through (6) shall accept employment or engage in any business or professional activity which one might reasonably expect would require or induce one to disclose confidential information acquired by reason of an official position, nor shall that person in fact ever disclose confidential information garnered or gained through an official position with the city, nor shall that person ever use such information, directly or indirectly, for personal gain or benefit. (i) Conflicting employment prohibited. No person included in the terms defined in paragraphs (b)(l) through (6) shall accept other employment which would impair independence of judgment in the performance of any public duties. (j) Prohibition on outside employment. (1) No person included in the terms defined in paragraphs (b)(6) shall receive any compensation for services as an officer or employee of the city from any source other than the city, except as may be permitted as follows: a. Generally prohibited. No full-time city employee shall accept outside employment, either incidental, occasional or otherwise, where city time, equipment or material is to be used or where such employment or any part thereof is to be performed on city time. b. When permitted. A fUll-time city employee may accept incidental or occasional outside employment so long as such employment is not contrary, detrimental or adverse to the interest of the city or any of its departments and the approval required in subparagraph c. is obtained. c. Approval of department head required. Any outside employment by any full- time city employee must first be approved in writing by the employee's department head who shall maintain a complete record of such employment. d. Penalty. Any person convicted of violating any provision of this subsection shall be punished as provided in section 1-11 ofthe Code of Miami-Dade County and, in addition shall be subject to dismissal by the appointing authority. The city may also assess against a violator a fine not to exceed $500.00 and the costs of investigation incurred by the city. (2) All full-time city employees engaged in any outside employment for any person, firm, corporation or entity other than the city, or any of its agencies or instrumentalities, shall file, under oath, an annual report indicating the source of the outside employment, the nature of the work being done and any amount of money or other consideration received by the employee from the outside employment. City employee reports shall be filed with the city clerk. The reports shall be available at a reasonable time and place for inspection by the public. The city manager may require monthly reports from individual employees or groups of employees for good cause. RFQ #PW-Q2013-01 City Branding Design & Services Page 49 of 60 (k) Prohibited investments. No person included in the terms defined in paragraphs (b)(l) through (6) or a member of the immediate family shall have personal investments in any enterprise which will create a substantial conflict between private interests and the public interest. (I) Certain appearances and payment prohibited. (1) No person included in the terms defined in paragraphs (b)(l), (5) and (6) shall appear before any city board or agency and make a presentation on behalf of a third person with respect to any matter, license, contract, certificate, ruling, decision, opinion, rate schedule, franchise, or other benefit sought by the third person. Nor shall the person receive any compensation or gift, directly or indirectly, for services rendered to a third person, who has applied for or is seeking some benefit from the city or a city agency, in connection with the particular benefit sought by the third person. Nor shall the person appear in any court or before any administrative tribunal as counselor legal advisor to a party who seeks legal relief from the city or a city agency through the suit in question. (2) No person included in the terms defined in paragraphs (b)(2), (3) and (4) shall appear before the city commission or agency on which the person serves, either directly or through an associate, and make a presentation on behalf of a third person with respect to any matter, license, contract, certificate, ruling, decision, opinion, rate schedule, franchise, or other benefit sought by the third person. Nor shall such person receive any compensation or gift, directly or indirectly, for services rendered to a third party who has applied for or is seeking some benefit from the city commission or agency on which the person serves in connection with the particular benefit sought by the third party. Nor shall the person appear in any court or before any administrative tribunal as counselor legal advisor to a third party who seeks legal relief from the city commission or agency on which such person serves through the suit in question. (m) Actions prohibited when financial interests involved. No person included in the terms defined in paragraphs (b)(l) through (6) shall participate in any official action directly or indirectly affecting a business in which that person or any member of the immediate family has a financial interest. A financial interest is defined in this subsection to include, but not be limited to, any direct or indirect interest in any investment, equity, or debt. (n) Acquiring financial interests. No person included in the terms defined in paragraphs (b)(l) through (6) shall acquire a financial interest in a project, business entity or property at a time when the person believes or has reason to believe that the financial interest may be directly affected by official actions or by official actions by the city or city agency of which the person is an official, officer or employee. (0) Recommending professional services. No person included in the terms defined in paragraphs (b)(l) through (4) may recommend the services of any lawyer or law firm, architect or architectural firm, public relations firm, or any other person or firm, professional or otherwise, to assist in any transaction involving the city or any of its agencies, provided that a recommendation may properly be made when required to be made by the duties of office and in advance at a public meeting attended by other city officials, officers or employees. (p) Continuing application after city service. RFQ #PW-Q2013-01 City Branding Design & Services Page 50 of 60 (i) No person included in the terms defined in paragraphs (b){i), (S) and (6) shall, for a period of two years after his or her city service or employment has ceased, lobby any city official [as defined in paragraphs (b){i) through (6)] in connection with any judicial or other proceeding, application, RFP, RFQ bid, request for ruling or other determination, contract, claim, controversy, charge, accusation, arrest or other particular subject matter in which the city or one of its agencies is a party or has any interest whatever, whether direct or indirect. Nothing contained in this subsection shall prohibit any individual from submitting a routine administrative request or application to a city department or agency during the two-year period after his or her service has ceased. (2) The provisions of the subsection shall not apply to persons who become employed by governmental entities, SOl{c){3) non-profit entities or educational institutions or entities, and who lobby on behalf of those entities in their official capacities. (3) The provisions ofthis subsection shall apply to all persons described in paragraph (p){i) whose city service or employment ceased after the effective date of the ordinance from which this section derives. (4) No person described in paragraph (p){i) whose city service or employment ceased within two years prior to the effective date of this ordinance shall for a period of two years after his or her service or employment enter into a lobbying contract to lobby any city official in connection with any subject described in paragraph (p){i) in which the city or one of its agencies is a party or has any direct and substantial interest; and in which he or she participated directly or indirectly through decision, approval, disapproval, recommendation, the rendering of advice, investigation, or otherwise, during his or her city service or employment. A person participated "directly" where he or she was substantially involved in the particular subject matter through decision, approval, disapproval, recommendation, the rendering of advice, investigation, or otherwise, during his or her city service or employment. A person participated "indirectly" where he or she knowingly participated in any way in the particular subject matter through decision, approval, disapproval, recommendation, the rendering of advice, investigation, or otherwise, during his or her city service or employment. All persons covered by this paragraph shall execute an affidavit on a form approved by the city attorney prior to lobbying any city official attesting that the requirements of this subsection do not preclude the person from lobbying city officials. (S) Any person who violates this subsection shall be subject to the penalties provided in section BA-2{p). (q) City attorney to render opinions on request. Whenever any person included in the terms defined in paragraphs (b){i) through (6) and paragraph (b){9) is in doubt as to the proper interpretation or application of this conflict of interest and code of ethics ordinance, or whenever any person who renders services to the city is in doubt as to the applicability of the ordinance that person, may submit to the city attorney a full written statement of the facts and questions. The city attorney shall then render an opinion to such person and shall publish these opinions without use of the name of the person advised unless the person permits the use of a name. END OF SECTION RFQ #PW-Q2013-01 City Branding Design & Services Page 51 of 60 CITY OF SOUTH MIAMI CITY BRANDING DESIGN & SERVICES RFQ #PW-Q2013-01 EXCEPTION TO THE REQUEST FOR QUALIFICATIONS NOTE: Please note any exceptions to the provisions of the RFQ. (Additional sheets may be attached.) However, all alterations or omissions of required information or any change in proposal requirements are done at the risk of the Proposer presenting the proposal and may result in the rejection thereof. The City reserves the right to require strict compliance with the terms of the RFP and to reject any exceptions or alternative proposals. RFQ #PW-Q2013-01 City Branding Design & Services Page 52 of 60 Proposer: CITY OF SOUTH MIAMI CITY BRANDING DESIGN & SERVICES RFQ #PW-Q2013-01 ADDENDUM ACKNOWLEDGEMENT FORM Addendum #Date Received (Company Name) (Signature) (Printed Name & Title) RFQ #PW-Q2013-01 City Branding Design & Services Page 53 of 60 STATE OF FLORIDA } CITY OF SOUTH MIAMI CITY BRANDING DESIGN & SERVICES RFQ #PW-Q2013-01 ANTI-KICKBACK AFFIDAVIT } SS: COUNTY OF MIAMI-DADE } I, the undersigned, hereby duly sworn, depose and say that no portion of the sum herein bid will be paid to any employees of the City of South Miami, its elected officials, and _____________ or its design consultants, as a commission, kickback, reward or gift, directly or indirectly by me or any member of my firm or by an officer of the corporation. By: ___________ _ Title: ___________ _ Sworn and subscribed before this __ day of ______ ,' 2013 Notary Public, State of Florida (Printed Name) My commission expires: _________ _ END OF SECTION RFQ #PW-Q2013-01 City Branding Design & Services Page 54 of 60 CITY OF SOUTH MIAMI CITY BRANDING DESIGN & SERVICES RFQ #PW-Q2013-01 AGREEMENT THIS AGREEMENT is made this __ day of ____ ---'-,2013 by and between the City of South Miami, Florida (the "City") and (the "Contractor"). The parties, for the consideration provided for below, mutually agree as follows: 1. SCOPE OF WORK The Contractor shall furnish all labor, materials, supervision, equipment, supplies, and incidentals required to perform the scope of work as outlined in the RFQ Detailed Requirements Section III or modified by addendums. Designs, Drawings, Detailed Specifications, Plans and Branding Strategies developed by the "Contractor" for the City; including colors, materials, etc., shall become the property of the City and shall be provided to the City upon request. 2. COMPENSATION/PAYMENT 2.1 Contractor shall provide the City with an invoice on a monthly basis within ten (10) days of the end of each month stating the services provided in the preceding month. 2.2 The City shall make payment on said invoices of approved amounts due, as required under the Florida Prompt Payment Act. No payments shall be due or payable for Work not performed or materials not furnished. If there is a dispute with regard to an invoice, the City may withhold payment until all requested supporting materials are received from Contractor and the dispute is resolved. 2.3 Contractor shall be compensated at the unit prices specified in the Bid Proposal, attached hereto as Exhibit "B", based upon the actual Work completed for the month. The total compensation under this Agreement shall not exceed (the "Agreement Sum"). 3. TERM This Agreement shall be effective upon execution by both parties and shall continue for a term of One (1) Year. At its sole discretion, the City may extend the Term of the contract in the event the contract has provided just cause for an extension. This extension may be exercised at the sole discretion of the City Manager. Such extension shall be effective upon receipt of a written notice from the City Manager to the Contractor received no later than 30 days prior to the date of termination. 4. PROTECTION OF PROPERTY AND THE PUBLIC The Contractor shall continuously maintain adequate protection of all his Work from damage and shall protect public and private property from injury or loss arising in connection with this Agreement as follows: 5.1 The Contractor shall take all necessary precautions for the safety of employees in the performance of the Work on, about or adjacent to the work sites, and shall comply with all applicable provisions of Federal, State, and local laws, including, but not limited to the RFQ #PW-Q2013-01 City Branding Design & Services Page 55 of 60 requirements of the Occupational Safety and Health Act of 1970, and amendments thereto, and building codes to prevent accidents or injury to persons on, about or adjacent to the work site where the Work is being performed. 6. INDEMNIFICATION 6.1 The parties agree that 1% of the total compensation paid to the Contractor for the performance of this agreement shall represent the specific consideration for the Contractor's indemnification of the City as set forth in this Section 1.5 and in the Terms and Conditions. 6.2 To the fullest extent permitted by Laws and Regulations, Contractor shall indemnify and hold harmless the City and their consultants, agents and employees from and against any and all claims, damages, losses and expenses, direct, indirect or consequential (including but not limited to fees and charges of attorneys and other professionals and court costs) arising out of or resulting from the performance of the work, provided that any such claim, damage, loss or expense (a) is attributable to bodily injury, sickness, disease or death, or to injury to or destruction of tangible property (other than the work itself) including the loss of use resulting there from and (b) is caused in whole or in part by any willful and wanton or negligent or gross negligent acts or omission of Contractor, any subcontractor, any person or organization directly or indirectly employed by any of them to perform or furnish any of the work or anyone for whose acts any of them may be liable, regardless of whether or not it is caused in part by a party indemnified hereunder or arises by or is imposed by Law and Regulations regardless of the negligence of any such party. 7. AGREEMENT DOCUMENTS The following documents shall, by this reference, be considered part of this Contract: Instructions to Proposers; All Addendums; Contract Agreement; Proposal; Detailed Specifications; Qualification Statement; Public Entity Crime Form; Affidavits and Forms; Insurance Certificates 8. INSURANCE The Contractor shall secure and maintain throughout the duration of this Agreement, insurance of such type and in such amounts necessary to protect its interest and the interest of the City against hazards or risks of loss as specified below. The underwriter of such insurance shall be qualified to do business in Florida, be rated AB or better, and have agents upon whom service of process may be made in the State of Florida. The insurance coverage shall be primary insurance with respect to the City, its officials, employees, agents and volunteers. Any insurance maintained by the City shall be in excess of the Contractor's insurance and shall not contribute to the Contractor's insurance. The insurance coverages shall include a minimum of: RFQ #PW-Q2013-01 City Branding Design & Services Page 56 of 60 8.1 Worker's Compensation and Employer's Liability Insurance. Coverage to apply for all employees for statutory limits as required by applicable State and Federal laws. The policy (ies) must include Employer's Liability with minimum limits of $500,000.00 each accident. 8.2 Comprehensive Automobile and Vehicle Liability Insurance This insurance shall be written in comprehensive form and shall protect the Contractor and the City against claims for injuries to members of the public and/or damages to property of others arising from the Contractor's use of motor vehicles or any other equipment and shall cover operation with respect to onsite and offsite operations and insurance coverage shall extend to any motor vehicles or other equipment irrespective of whether the same is owned, non-owned, or hired. The limit of liability shall not be less than $1,000,000.00 per occurrence, combined single limit for Bodily Injury Liability and Property Damage Liability. Coverage must be afforded on a form no more restrictive that the latest edition of the Business Automobile Liability Policy, without restrictive endorsement, as filed by the Insurance Services Office. 8.3 Commercial General Liability This insurance shall be written in comprehensive form and shall protect the Contractor and the City against claims arising from injuries to members of the public or damage to property of others arising out of any act or omission to act of the Contractor or any of its agents, employees, or subcontractors. The limit of liability shall not be less than $1,000,000.00 per occurrence, combined single limit for Bodily Injury Liability and Property Damage Liability. Coverage must be afforded on a form no more restrictive than the latest edition of the Commercial General Liability Policy, without restrictive endorsements, as filed by the Insurance Services Office, and must include: (1) Premises and/or Operations; (2) Independent contractors and Products and/or completed Operations; (3) Broad Form Property Damage, Personal Injury and a Contractual Liability Endorsement, including any hold harmless and/or indemnification agreement. 8.4 Certificate of Insurance Contractor shall provide the City Manager with Certificates of Insurance for all required policies. The Certificates of Insurance shall not only name the types of policy(ies) provided, but also shall refer specifically to this Agreement and shall state that such insurance is as required by this Agreement. The City reserves the right to require the Contractor to provide a certified copy of such policies, upon written request by the City. If a policy is due to expire prior to the completion of the services, renewal Certificates of Insurance or policies shall be furnished thirty (30) calendar days prior to the date of their policy expiration. Each policy certificate shall be endorsed with a provision that not less than thirty (30) calendar days' written notice shall be provided to the City before any policy or coverage is cancelled or restricted. Acceptance of the Certificate(s) is subject to approval of the City Manager. 8.5 Additional Insured The City is to be specifically included as an Additional Insured for the liability of the City resulting from operations performed by or on behalf of Contractor in performance of this Agreement. Contractor's insurance, including that applicable to the City as an Additional Insured, shall apply on a primary basis and any other insurance maintained by the City shall be in excess of and shall not contribute to Contractor's insurance. Contractor's insurance shall contain a severability of interest provision providing that, except with respect to the total limits of liability, the insurance shall apply to each Insured or Additional Insured in the same manner as if separate poliCies had been issued to each. All deductibles or self-insured retentions must be declared to and be approved by the City Manager. The Contractor shall be responsible for the payment of any deductible or self-insured retention in the event of any claim. RFQ #PW-Q2013-01 City Branding Design & Services Page 57 of 60 9 ASSIGNMENT AND AMENDMENT No assignment by the Contractor of this Agreement or any part of it, or any monies due or to become due, shall be made, nor shall the Contractor hire a subcontractor to perform its duties under this Agreement without prior written approval of the City. This Agreement may only be amended, by the parties, with the same formalities as this Agreement. 10. TERMINATION 10.1 Either party may terminate this Agreement without cause upon 30 days written notice to the other party. 10.2 Upon notice of such termination, the City shall determine the amounts due to the Contractor for services performed up to the date of termination. The Contractor shall not be entitled to payment of any lost profits or for Work performed after the date of termination. 10.3 After receipt of a notice of termination, and except as otherwise directed, the Contractor shall stop all Work under this Agreement, and shall do so on the date specified in the notice of termination. 10.4 The City may terminate this Agreement upon five (S) days written notice if the Contractor defaults on any material term of this Agreement. 11. GOVERNING LAW The law of the State of Florida shall govern the contract between the City of South Miami and the successful proposer and any action shall be brought in Miami-Dade County, Florida. In the event of litigation to settle issues arising hereunder, the prevailing party in such litigation shall be entitled to recover against the other party its costs and expenses, including reasonable attorney fees, which shall include any fees and costs attributable to appellate proceedings arising on and of such litigation. 12. ACCESS TO PUBLIC RECORDS The Contractor shall comply with the applicable provisions of Chapter 119, Florida Statutes. The City shall have the right to immediately terminate this Agreement for the refusal by the Contractor to comply with Chapter 119, Florida Statutes. The Contractor shall retain all records associated with this Agreement for a period of three (3) years from the date of Termination. 13. INSPECTION AND AUDIT During the term of this Agreement and for three (3) years from the date of termination the Contractor shall allow City representatives access, during reasonable business hours, to Contractor's and, if applicable, subcontractor's records related to this Agreement for the purposes of inspection or audit of such records. If upon audit of such records, the City determines the Contractor was paid for services not performed, upon receipt of written demand by the City, the Contractor shall remit such payments to the City. 14. SEVERABILITY If a term, provision, covenant, contract or condition of this contract is held to be void, invalid, or unenforceable, the same shall not affect any other portion of this Agreement and the remainder shall be effective as though every term, provision, covenant, contract or condition had not been contained herein. 15. WAIVER OF JURY TRIAL The parties irrevocably, knowingly agree to waive their rights to a trial by jury in any action to enforce the terms or conditions of this Agreement. RFQ #PW-Q2013-01 City Branding Design & Services Page 58 of 60 16. COUNTERPARTS This Agreement may be signed in one or more counterparts, each of which when executed shall be deemed an original and together shall constitute one and the same instrument. 17. INDEPENDENT CONTRACTOR It is expressly agreed and understood that the Contractor shall be in all respects an independent contractor as to Work, and that Contractor is in no respect an agent, servant or employee of the City. Accordingly, Contractor shall not attain, nor be entitled to, any rights or benefits of the City, nor any rights generally afforded classified or unclassified employees. Contractor further understands that Florida Worker's Compensation benefits available to employees of the City are not available to Contractor, and agrees to provide worker's compensation insurance for any employee or agent of Contractor rendering services to the City under this Agreement. All employees and subcontractors of the Contractor shall be considered to be, at all times, the sole employees or contractors of Contractor, under its sole discretion and not an employee, contractor or agent of the City. 18. ACCIDENT PREVENTION AND REGULATIONS Precautions shall be exercised at all times for the protection of persons and property. The Contractor and subcontractors shall conform to all OSHA, Federal, State, County and City regulations while performing under the terms and conditions of this Agreement. Any fines levied by the above-mentioned authorities, because of inadequacies to comply with these requirements, shall be borne solely by Contractor responsible for same. 19. BACKGROUND CHECKS The Contractor will be responsible for maintaining current background checks on all employees and subcontractor employees involved in the performance of this Work. Background checks must be performed prior to the performance of any Work by the employee under this Agreement. Written verification of any background checks must be provided to the City at the request of the City Manager. 20. LAWS, RULES & REGULATIONS Contractor shall be held responsible for any violation of laws, rules, regulations or ordinances affecting in any way the conduct of all persons engaged in or the materials or methods used by him, on the Work. Contractor shall give all notices and comply with all laws, ordinances, rules, regulations and orders of any public authority bearing on the performance of the Work under this Agreement. Contractor shall secure all permits, fees, licenses, and inspections necessary for the execution of the Work, and upon termination of this Agreement for any reason, Contractor shall transfer such permits, if any, and if allowed by law, to the City . 21. POLICY OF NON-DISCRIMINATION The Contractor shall comply with all federal, state and local laws and ordinances applicable to the work or payment for work and shall not discriminate on the grounds of race, color, religion, sex, age, marital status, national origin, physical or mental disability in the performance of work under this Agreement. 22. NON-WAIVER The approval, and/or acceptance of any part of the Work by the City shall not operate as a waiver by City of any other terms and conditions of the Agreement. 23. NOTICES Whenever any party is required to give or deliver any notice to any other party, or desires to do so, such notices shall be sent via certified mail or hand delivery to: RFQ #PW-Q2013-01 City Branding Design & Services Page 59 of 60 City: CITY OF SOUTH MIAMI 6130 Sunset Drive South Miami, FL 33189 Contractor: Attention: Maria M. Menendez, City Clerk IN WITNESS WHEREOF the parties hereto have executed this agreement on the day and date first above written. Attest: CITY OF SOUTH MIAMI By: ____________ _ Maria M. Menendez, City Clerk By: _____________ _ City Attorney Signed, sealed and witnessed in the presence of: By: _________________ _ By: __________ __ Steven Alexander -City Manager City Resolution # CONTRACTOR: _________________ __ By: _____________ __ (*) In the event that the Contractor is a corporation, there shall be attached to each counterpart a certified copy of a resolution of the board of the corporation, authorizing the officer who signs the contract to do so in its behalf. END OF DOCUMENT RFQ #PW-Q2013-01 City Branding Design & Services Page 60 of 60 ADDENDUM No. #1 Project Name: City Branding and Design Services RFQ NO. PW-Q2013-1 Date: April 30. 2013 Sent: FaxiE-maiJ/webpage This addendum submission is issued to clarify. supplement and/or modify the previously issued Request for Qualifications (RFQ) Documents. and is hereby made part of the Documents. All requirements of the Documents not modified herein shall remain in full force and effect as originally set forth. It shall be the sole responsibility of the bidder to secure Addendums that may be issued for a specific solicitation. Question # 1 : At the initial Mandatory Pre-RFQ Response Meeting back in March. it was stated that only those attendees to the meeting. who signed the sign in sheet (attached). would be able to participate in the RFQ. Is that still the case? Since the RFQ was posted on the City's website. it seemed to me this was no longer the case. Answer to Question # 1 : There is no Mandatory or Non-Mandatory Pre-proposal meeting scheduled for this Request for Qualifications. Question #2: It states on page 5. that the proposal shall be typed or printed in ink. That means it could be hand-written. correct? Can any additional sheets necessary be typed or should those be hand-written as well? I just want to ensure my interpretation is correct. Page 1 of2 Answer to Question #2: Hand-written proposals are not permitted. Question #3: The RFQ pages are numbered from page 2 to page 19. Following page 19, it jumps to page 28. Are the pages mislabeled, or am I missing pages 20 -27? Answer to Question #3: The pages to the RFQ are mis-Iabled; there are no missing pages. Question #4: In reading through the solicitation, it references "proposal package forms" that we are required to fill out when responding. I was unable to locate these forms. Would it be possible for you to send them to me? Answer to Question #4: All submission requirements and forms are in the RFQ document. Refer to page 28 "RFQ Requirements Checklist." IT SHALL BE THE SOLE RESPONSIBILITY OF THE BIDDER TO SECURE ADDENDUMS THAT MAY BE ISSUED FOR A SPECIFIC SOLICITATION. Page 2 of2 ADDENDUM No. #2 Project Name: City Branding and Design Services RFQ NO. PW-Q2013-1 Date: May 1,2013 Sent: FaxlE-mail/webpage This addendum submission is issued to clarify, supplement and/or modify the previously issued Request for Qualifications (RFQ) Documents, and is hereby made part of the Documents. All requirements of the Documents not modified herein shall remain in full force and effect as originally set forth. It shall be the sole responsibility of the bidder to secure Addendums that may be issued for a specific solicitation. Question # I: At the initial Mandatory Pre-RFQ Response Meeting back in March, it was stated that only those attendees to the meeting, who signed the sign in sheet would be able to participate in the RFQ. Is that still the case? Since the RFQ was posted on the City's website, it seemed to me this was no longer the case. Is that no longer the case because it seems the bidding is open to the "general public" since it is being advertised on the City's website? Please confirm. Answer to Question # I : There is no Mandatory or Non-Mandatory Pre-proposal meeting scheduled for this Request for Qualifications. In addition, the RFQ is posted on the City's website and on Demand Star and is therefore open to the "general public." Page 1 of2 Ouestion #2: In regards to your response to Question #2 on Addendum # I, are we allowed to re- create your documents so I can fill the form out on the computed Otherwise, I will have to locate a typewriter since the responses cannot be hand-written. Answer to Ouestion #2: This answer clarifies the answer to the same question in Addendum # I. Proposals may be typed or hand-printed in ink. Use of erasable ink is not permitted. IT SHALL BE THE SOLE RESPONSIBILITY OF THE BIDDER TO SECURE ADDENDUMS THAT MAY BE ISSUED FOR A SPECIFIC SOLICITATION. Page 2 of2 ADDENDUM No. #3 Project Name: City Branding and Design Services RFQ NO. PW-Q2013-1 Date: May 2,2013 Sent: FaxlE-mail/webpage This addendum submission is issued to clarify, supplement and/or modify the previously issued Request for Qualifications (RFQ) Documents, and is hereby made part of the Documents. All requirements of the Documents not modified herein shall remain in full force and effect as originally set forth. It shall be the sole responsibility of the bidder to secure Addendums that may be issued for a specific solicitation. SUBMITTAL REQUIREMENTS: Sealed submittals should include (I) original and nine (9) copies and one (I) digital Flash Drive or CD copy. in searchable PDF format and not to exceed 4MG. Question # I : Are you open to research (or additional research) to guide your branding process? Answer to Question # I: Yes. Question #2: Are you open to a phased approach? Answer to Question #2: Yes however, once a consultant is selected, timelines, priorities, deliverables will be refined. Page 1 of 4 Question #3: Is there any weight given to local or regional firms? Answer to Question #3: No, the evaluation criteria listed in the RFQ does not include any factors for local or regional firms. Question #4: Do you have a need for an implementation/marketing plan as a part of this process? Answer to Question #4: Please refer to #3 "RFQ Requirements," Section 3.1 "Scope of Services Proposed." Question #5: Are you envisioning this creative work extend beyond the City to partner organizations within South Miami? Answer to Question #5: It is possible the creative work may extend beyond the City to partner organizations. Question #6: Is proof of insurance a requirement as part of the proposal? Would it be acceptable to show proof of insurance upon winning the job and prior to starting work? Or is it a mandatory part of the application? Answer to Question #6: Proof of insurance is required as part of the qualifications portion of their proposal. Please refer to #8 "Description of Evaluation Criteria (s)," page 6: PROPOSER QUALIFICATION (40 POINTS): Each proposer shall give a description of the firm, including the size, range of activities, and the number of years with relative experience with governmental accounts. Particular emphasis should be given as to how the firm-wide experience and expertise in this type of project will be brought to bear on the proposed project. The firm should also submit proof of insurance as a part of the qualifications portion of their proposal. Page 2 of4 Note: It is not required to submit an insurance certificate naming the City of South Miami as additional insured with the proposal. The awarded consultant will be required to provide an insurance certificate, naming the City of South Miami as additional insured, as a condition of award: Ouestion #7: There was no mention of DBE in the RFQ. Is DBE certification required? Will there be any evaluation points given to firms that are DBE-certified in the scoring process? Answer to Question #7: No, please refer to #8 "Description of Evaluation Criteria (s)," page 6. Question #8: In Section 3.3 Proposal Package of the RFQ it states "All proposals shall be submitted on the City provided Proposal Package forms." However, the proposer is asked to speak to topics (i.e., Section 3.1 Scope, Section 3.2 Qualifications, business plan and specifics outlined in the evaluation criteria) that the forms supplied do not address. As long as the provided forms are included and used as a guide, can the proposer present the required information in a more traditionally formatted proposal (i.e 8 112 x I I" plain paper with section tabs in a spiral bound book or binder)? Answer to Question #8: Proposers are to submit all the required forms provided in the RFQ. With respect to the specifics outlined in the evaluation criteria, proposers may submit in a narrative form, 8 W' x I I" plain paper sheets, single-spaced, one-sided, bound with all sections tabbed with the exception of the one (I) unbound copy. Proposals may be typed or hand-printed in ink. Use of erasable ink is not permitted. Fold out pages are not allowed. Question #9: Also, the agreement attachment is not to be returned, correct? Answer to Ouestion #9: The agreement attachment is not to be returned with the proposal. The agreement must be executed by the awarded consultant. Page 3 of4 Question # I 0: I am assuming the $20,000 budget refers to Phase I, correct and covers Brand Identity (logo, byline, tagline) as well as a Brand Standards Guide? Answer to Ouestion # 10: The Proposed Adopted Budget for Branding Standards and Guidelines for fiscal year 2013 is $20,000. The intention is to fund Phase I, Scope of Services, Section 1.1 "Branding Strategy." IT SHALL BE THE SOLE RESPONSIBILITY OF THE BIDDER TO SECURE ADDENDUMS THAT MAY BE ISSUED FOR A SPECIFIC SOLICITATION. Page 4 of4 Detail by Entity N arne No No Name Events History Return to Search Results etail by Entity Name LESMITH, MARGARET P99000049101 650925828 06/01/1999 FL ACTIVE 19 CLEMATIS ST., SUITE 710 ST PALM BEACH, FL 33401 Page lof3 Entity Name Search @earch J http:// search. sunbiz. orgiInquiry ICorporationSearchiSearchResultDetaillEntity... 5/9/2013 Detail by Entity Name ITitle P WILESMITH, MARGARET 319 CLEMATIS ST., SUITE 710 ~EST PALM BEACH, FL 33401 ~nnual Reoorts Report Year 2011 2012 2013 Filed Date 01/11/2011 02/09/2012 04/29/2013 Document Imaaes .04/29/2013 --ANNUAL REF'ORT 1-'---view-imageinPDF-fo-;:-~at--J 02/09/2012 --ANNUAL REPORtl-vTeWimageIrlPDF format"] 01/11/2011 --ANNUAL REPOR"( I View image in PDF format~ O~/15/201 0 --ANNUAL REPORT r'---View-image in PDF format J .03/24/2009--ANNUAL REPORT /Vi6\,;imagelnPDFformat] 03/20/2008 --ANNUAL.REPORT I -View image in PDF format~ Q4!O~/2007 :-ANNUAL REPORT [-Viey;jmagein-PDFform~] 0.3/02/2006 _ .. ANNUAL REPORT [ View image in PDF format-] 01/31/2005 --ANNUAL REPORT [-'View image in PDF format I 01/16/2004 --ANNUAL REPORT [-View image in PDF format] 03/03/2003 --ANNUAL REPORT [--Vie~agein-PoFiorm-at----1 04/01/2002 --ANNUAL REPORT ~w image in PDF format J 02/Q2/2001--ANNUAL REPORT i View image in PDF formaf] 03/02/2000 --ANNUAL REPORT:!"--View image in PDF format --I .06/01/1999 --Domestic Profit r -View imageIn-PDF form"8t 1 No No Name Events History Home I Contact us I Document Searches I E-FillnQ Services I Forms I HelD I Copyright © and Privacy Policies State of Florida, Department of State Page 2 of3 Entity Name Search [~earchJ http:// search. sunbiz. org/lnquiry ICorporationSearch/SearchResultDetailiEntity... 5/9/2013 2013 FLORIDA PROFIT CORPORATION ANNUAL REPORT DOCUMENT# P99000049101 Entity Name: WILESMITH ADVERTISING & DESIGN, INC. Current Principal Place of Business: 319 CLEMATIS ST. SUITE 710 WEST PALM BEACH, FL 33401 Current Mailing Address: 319 CLEMATIS ST. SUITE 710 WEST PALM BEACH, FL 33401 FEI Number: 65-0925828 Name and Address of Current Registered Agent: BRAMS, DANIEL J 1645 PALM BEACH BLVD. STE. 1050 WEST PALM BEACH, FL 33401 US FILED Apr 29,2013 Secretary of State Certificate of Status Desired: No The above named entity submits this statement (or the purpose of changing its registered office or registered agent, or both, in the State of Florida. SIGNATURE: Electronic Signature of Registered Agent Officer/Director Detail Detail : Title SDVT Name WILESMITH, MARGARET Address 319 CLEMATIS ST., SUITE 710 City-State-Zip: WEST PALM BEACH FL 33401 Title Name Address P WILESMITH, MARGARET 319 CLEMATIS ST., SUITE 710 City-State-Zip: WEST PALM BEACH FL 33401 Date I hereby certify that the information indicated on this repon or supplemental report is {rue and accurate and that my electronic signature shall have the same legal effect as jf made under oalh; tflat I am an officer or director of the corpora.tion or the receiver or trustee empowered fo f)xecute this report as requirad by Chapter 607, Florida. Statutes; and that my name appears above, or on an altachment with ali ather like empowered. SIGNATURE: MARGARET WILESMITH PRESIDENTICEO 0412912013 Electronic Signature of Signing Officer/Director Detail Date MIAMI DAILY BUSINESS REVIEW Published Daily except Saturday, Sunday and legal Holidays Miami, Miami-Dade County, Florida STATE OF FLORIDA COUNTY OF MIAMI-DADE: Before the undersigned authority personally appeared O. V. FERBEYRE, who on oath says that he or she is the VICE PRESIDENT, Legal Notices of the Miami Daily Business Review f/k/a Miami Review, a daily (except Saturday, Sunday and Legal Holidays) newspaper, published at Miami in Miami-Dade County, Florida; that the attached copy of advertisement, being a Legal Advertisement of Notice in the matter of CITY OF SOUTH MIAMI RFO # PW-02013-01 in the XXXX Court, was published in said newspaper in the issues of 04/19/2013 Affiant further says that the said Miami Daily Business Review is a newspaper published at Miami in said Miami-Dade County, Florida and that the said newspaper has heretofore been continuously published in said Miami-Dade County, Florida, each day (except Saturday, Sunday and Legal Holidays) and has been entered as second class mail matter at the post office in Miami in said Miami-Dade County, Florida, for a period of one year next preceding the first publication of the attached copy of advertisement; and affiant further says that he or she has neither paid nor promised any person, firm or corporation any discount, rebate, commission or refund for the purpose of securing tpis a~vert~ I for publication in the said neWSP8zrd 4'l ):;. ,,/'/./h->u /;11 -~---~-----~--- Swom to and subscribed before me this 19 day of APRIL ,A.D. 2013 --C--9~ .. ~~---. (SEAL) O.V. FERBEYRE personally known to me ~.f.~ ~~tary PU/)jic State of Florida '!l, r!< ; Meryl H Marmer ~o . o<f '" Y Commission EE 189528 '(\: <:xptres 0711812016 Member Name City of South Miami Bid Number RFQ-RFQ #PW-Q2013-01-0-2013/SK REQUEST FOR QUALIFICATIONS RFQ #PW-Q2013-01 City Branding Design Bid Name & Services 4 Document(s) found for this bid 15 Planholder{s) found Supplier Name Address 1 A2Z Sales 400 Travis Road ABC Imaging 3800 NE 2nd Avenue Acolite Claude United Sign Co., Inc. 540 West 83 Street Ambit Advertising and Public Relations 2601 East Oakland Park Blvd. Aqua 111 Second Ave. N.E. Benjamin Solutions Group / Orange Theory 7600 Bryan Dairy Road GOLD & Associates 6000-C Sawgrass Village Circle McGladrey 100 NE 3rd Ave Miller Legg 5747 N Andrews Way Onvia, Inc. -Content Department 509 Olive Way, Suite 400 Quest Corporation of America 3837 Northdale Boulevard Quest Corporation of America, Inc. 3837 Northdale Boulevard, Suite 242 R.j. Behar & Company, Inc 6861 Sw 196th Avenue, Suite 302 Strategic Advisory Group 3848 Saint Annes Ct. The Weinbach Group, Inc. 7301 SW 57th Court ~- Address 2 Toledo Suite 301 Suite 1007 Suite B Suite 300 #242 Suite _550 ~ .. City Stat e Zip Phone Fax Attributes Toledo OH 11735 8007461218 8007461216 1. Hispanic Owned Miami FL 33137 7864977540 7864977543 Hialeah FL 33014 3053623333 3058197777 Fort Lauderdale FL 33306 9545682100 9545682888 St. Petersburg FL 33701 7276874670 7273199611 1. African American Owned 2. Small Business Largo FL 33777 8009743110 8009714291 Ponte Vedra Beach FL 32082 9042855669 9042851579 Fort Lauderdale FL 33301 9544626300 9544498008 Fort Lauderdale FL 33309 9544367000 9544368664 Seattle WA 98101 2063739500 8882637801 Tampa FL 33624 8139262942 8139262962 Tampa FL 33624 8139262.S42 8139262962 1. Woman Owned 1. Hispanic Owned 2. Small Business Pembroke Pines FL 33332 9546807771 9546807781 Duluth GA 30096 6785840705 6785840706 J'.IIiami FL 33143 3056680070 3056683029