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Res. No. 008-00-10901RESOLUTION NO.8-00-10901 A RESOLUTION OF THE MAYOR AND CITY COMMISSION OF THE CITY OF SOUTH MIAMI, FLORIDA,RELATING TO STATE LEGISLATIVE (LOBBYING)SERVICES;PROVIDING FOR THE RENEWAL OF THE PROFESSIONAL SERVICES CONTRACT WITH THE FIRMS OF GOMEZ BARKER & RONALD L.BOOK,P.A.,IN AN AMOUNT NOT TO EXCEED $48,000 FROM ACCOUNT NUMBER 01-1315-513- 3450,ENTITLED "CONTRACTUAL SERVICES". WHEREAS,theCity of SouthMiamihas established an Office of Intergovernmental Affairswiththepurpose of securing appropriations andfundingfrom the State of Florida;and WHEREAS,theuse of professional lobbying services is essential tothe success of this Office;and WHEREAS,in Fiscal Year 1998-1999,thefirms of Gomez Barker and Ronald L. Book,P.A.,workeddiligentlyonbehalfoftheCity,helpingtheCitytoreceive $340,000. inState appropriations;and WHEREAS,theMayorandCityCommissiondesiretocontinuethisproductive relationship withthefirmsofGomezBarkerandRonaldL.Book,P.A.,in Fiscal Year 1999-2000. NOW,THEREFORE,BEITRESOLVEDBYTHE MAYOR ANDCITY COMMISSION OF THE CITY OF SOUTH MIAMI: Section1.TheCityManagerisauthorizedtorenewa Professional ServicesAgreementforStateLegislative(Lobbying)ServiceswiththeTeam of Gomez Barker Associates &Ronald L.Book,P.A.,in an amount not to exceed $48,000. Paqe 2 of Resolution No.8-00-10901 Section2.Theamount of theProfessional Services Agreement shallbe charged to Account Number 001-1315-513-3450.entitled "Contractual Services". Section 3.This resolution shalltakeeffect immediately upon approval. PASSED AND ADOPTED this 4th day of January .2000. ATTEST: CITY CLERK READ AND APPROVED AS TO FORM: APPROVED MAYOR Commission Vole:5-0 Mayor Robaina:Yea ViceMayorRussell:Yea Commissioner Bass:Yea Commissioner Bethel:Yea Commissioner Fcliu:Yea CITY OF SOUTH MIAMI INTER-OFFICE MEMORANDUM To:Honorable Mayor and City Commission From:Charles D.Scurr City Manager u^l Date:December 29,1999 Subject:Agenda Item #// Commission Meeting 01/04/00 Contractual Services—State Legislative (Lobbying)Services REQUEST A RESOLUTION OF THE MAYOR AND CITY COMMISSION OF THE CITY OF SOUTH MIAMI,FLORIDA,RELATING TO STATE LEGISLATIVE (LOBBYING)SERVICES;PROVIDING FOR THE RENEWAL OF THE PROFESSIONAL SERVICES CONTRACT WITH THE FIRMS OF GOMEZ BARKER &RONALD L.BOOK,P.A.,IN AN AMOUNT NOT TO EXCEED $48,000 FROM ACCOUNT NUMBER 01-1315-513-3450,ENTITLED "CONTRACTUAL SERVICES". BACKGROUND,ANALYSIS AND RECOMMENDATION The Office of Intergovernmental Affairs was created uponthe adoption of the FY 1998-1999 Budget.Acornerstone of thenewOfficewastheretention of professionallobbyists. TheCityissueda request forproposals(RFP)inordertoidentifythelobbyistsbestsuitedto meet the needs of theCity.Asa result of theRFP,the City retained two of the State's premier Legislative (Lobbying)ServicesFirms,GomezBarkerandRonaldL.Book,P.A.atacost of $3,750 per month (thefirms split the monthly retainer equally). Theinauguralyear of theOffice of IntergovernmentalAffairswasagreatsuccess.TheCity received $340,000 in State Legislative Appropriations for stormwater drainage projects.The Cityreceivedthiscriticalfundinglargelyduetotheguidance,diligenceandhardwork of its lobbyists.Thefirms of GomezBarkerandRonaldL.Book,P.A.helpedtheCityrealizea708% return onits investment of $45,000. The attached resolution would allow theCityto retain the services of the firms of Gomez Barker and Ronald L.Book,P.A.,atacostnotto exceed $48,000,to spearhead its State legislative effortsinFY 1999-2000.The $48,000 was appropriated forthis expense as part of the approved FY 1999-2000 Budget.Account Number 01-1315-513-3450,entitled "Contractual Services", wouldbe charged.The current balance of the account is $84,000;the resulting balance wouldbe $36,000. Yourapprovalis recommended. 1 RESOLUTION NO. ? •>A RESOLUTION OF THE MAYOR AND CITY COMMISSION OF THE CITY OF 4 SOUTH MIAMI.FLORIDA,RELATING TO STATE LEGISLATIVE (LOBBYING) 5 SERVICES:APPROVING FUNDING IN AN AMOUNT NOT TO EXCEED 6 $45,000.00 FOR THE FIRMS OF GOMEZ BARKER &RONALD L BOOK PA• 7 AND AN AMOUNT NOT TO EXCEED $3,000.00 FOR THE MAURY 8 MANAGEMENT GROUP FROM ACCOUNT NUMBER 001-1315-513-34509CONTRACTUALSERVICES•>i"•j .w>u, 10 11 12 13 WHEREAS,the City of South Miami has established an Office of Intergovernmental Affairs with 14 the purpose of securing appropriations and funding from the State of Florida;and 16 WHEREAS,the use of professional lobbying services is essential to the success of this Office- 17 and 18 ™ci c •,moHERfAS*thC City advertised and competitively solicited for these services through RFP No zU SLS-83198:and ° 21 22 WHEREAS,a Review Committee has completed the review ofthese proposals. l\™N°W'THEREF0RE-BE IT RESOLVED BY THE MAYOR AND CITY COMMISSION OF25THECITYOFSOUTHMIAMI:vawiiviimiun ur 26 11 n r •SeCf'?1 L-The City Commission hereby authorizes the City Manager to enter into a28ProfessionalServicesAgreementforStateLegislative(Lobbying)Services with the Team of Gomez 29 Barker Associates &Ronald L.Book.P.A.in an amount not to exceed $45,000.00 and with the Maury j0 Management Group in an amount not to exceed 53.000.00 from Account #001-1315-513-3450 31 Contractual Services. 32 33 Section 2.This resolution shall take effect immediately upon approval. 35 36 PASSED AND ADOPTED this day of ,1998. 38ATTEST:APPROVED: 39 40 41 42City Clerk Mayor 43 44 READ AND APPROVED AS TO FORM- 45 46 47 48 City Attorney CITY OF SOUTH MIAMI To:Mayor and Commission Date:September 1,1998 _ From:Charles Scurr *A I _^Agenda Item #jf*^ City Manager /'{/fa ^°^Contractual Services -State Legislative /JlA*^^(Lobbying)Services The purpose of this memorandum is to recommend the selection for State Legislative (Lobbying) Services. The creation of a new Office of Intergovernmental Affairs was approved as part of the FY 1998 99 Budget.One of the cornerstones of this new Office is the retention of professional lobbyists The use of lobbyists is essential for the City to successfully compete for funding The Commission approved a total of $48,000 for these services.The discussion accompanying the appropnation indicated that it might be possible to obtain the services of two firms possiblv in some type ot partnership,for this amount. In July 1998 an RFP No.SLS-83198 was advertised for State Legislative Services.The RFP included a detailed description of the services requested and provided criteria that the City would use in selection.The criteria included: Experience &knowledge ofthe contractor. The experience of the contractor in representing entities comparable to the City work °f ^C°ntraCt0r t0 provide a11 of±Q services specified in the scope of t?mrCitmPliShmemS*generalIy'of the contractor in representing entities comparable ™**CC°mpIishments*sPecifically;of the contractor in securing medium ($500,000to$1 million)and large (over $1 million)appropriations. At0tai,0H VJirms/individuals Picked up copies of the RFP.A total of six individuals/firmsresponded.AReview Committee chaired by Fernando Rodriguez reviewed the proposals.The Committee rated the proposals in three categories: 1.Most Highly Qualified (Tier 1); 1. 2. 3. 5. 2.Qualified (Tier 2);and 3.Minimally or Not Qualified (Tier 3). TheCommitteeratedthefirmsas follows: Tier1 Gomez BarkerAssociates Ronald L.Book,P.A. Tier 2 Public Private Partnership Maury Management Group Tier 3 Robert M.Levy&Associates Rodriguez Pina&Associates Basedonthe above Iam recommending 1 The selection ofthe two Most Highly Qualified (Tier 1)firms to represent the City - Gomez Barker Associates and Ronald L.Book,P.A.; 2.The allocation of $45,000 for this purpose to be used by the two firms in a team partnership;and 3.The selection of the Maury Management Group in the sum of $3,000 to support the joint lobbying efforts of the City and Chamber South.Although Maury Management Group does not have the experience and public sector client base of the two Tier 1 firms,they do have an ongoing relationship with Chamber South that I recommend the City support. Copies of the RFP Review Committee Report,and the proposals of Gomez Barker Associates and Ronald L.Book.P.A.are attached. G&tfJoutkJffiamd CHARLES O.SCURR CITY MANAGER 0130 SUNSET DRIVE SOUTH MIAMI.FLORIDA 33143 305/663-6338 FAX 663-6345 City of South Miami Request for Proposals State Legislative Services RFP NO.SLS-83198 Julv 17,1998 General Information TheCity of South Miami seekstoretaintheservices of a legislative consultants)for matters in which theCitymay need professional services before the Florida Legislature, State of Florida administrative agencies,the Florida Governor and Cabinet,et.al.Such services shall include attending state legislative committee hearings and meetings,rule making proceedings and administrative orlegislativeagency meetings.Thecontract services shall include,butnot necessarily-be.limited to:scheduled,extended,special legislative sessions and meetings;state administrative and agency hearings,meetings or rule making proceedings;and legal,grantand legislative consulting services in accordance withthetermsand conditions of thisRequestfor Proposals. The successful contractor shall agree tobe available atall times tobe available upon reasonable request tomeetwithCity officials:andtoattend meetings,represent the interests ofthe City,andacta liaison between theCityand all branches,departments and agencies of State government,atany legislative committee meeting or meetings with the Governor,Cabinet,orCabinet members,orstate agencies. ThecontractorshallmaintainayearroundactivepresenceinTallahassee,Floridaand alsoa staffed office presence during the legislative session andbeableto provide staff andofficesuppontoCityofficialswhentravelingto Tallahassee.Consultants mustalso havean in-depth knowledge of issues and programs affecting theCityand Miami-Dade County and have an outstanding record of accomplishment in representing local governments,particularly inthegrant funding area. Professional Services Required The contractor shall provide the following services to the City: 1.Review,on acontinuing basis,all existing and proposed State nolicies n™~and legislation affecting the City.policies,programs 2.Assist the City in the development of it's legislative program The scone of th, S Sfl^eHe8"latir COmmittee meetin8s-state aiency hearings and meetingsnZXf,"8 the regUlar "d-^ecfaU legislative sessions relalTT toeCityslegislativeprogramorotherissuesthatmayimpacttheCity. Work with City staff and the Miami-Dade legislative delegation to develor,spacer general legislation necessary for and supportive rtffSZZ&Z 6-^"S^4S£<£.^opposition or ——°f 7'KSJSKbefore""Lesis,ature-Govemor-^Cabinet -necessa^« 8-o^d-niSe^^ 9-^s^sslsss:meetinss between ci*^- 10.Provide staff,office and logistical suppon to City officials while in Tallahassee. aTmclude unZ-c ?,,thi-year-Such rePor*^all be as detailed aas necessarvandincludeupdatesontheCity',legislative program and fundine requests. 4. 5. 12.The contractor may be requested,on a very limited basis,to provide support on County and Federal matters.It is understood that these areas are not the focus of thisRFP.m OI General Terms and Conditions 1.The City shall provide a monthly retainer for the above referenced services The monthly retainer shall be negotiated with the selected contractor(s).The monthly retainer shall include all fees,including contractor travel,postage,telephone etc Additional extraordinary expenses may be allowable on a pre-approved case by case basis. 2.The City reserves the right to select one or more contractors and the ability to designate lead responsibility if more than one contractor is engaged. 3.The contractor shall report to the City Manager,or assigned designee. 4.The contractor is an independent contractor under this Agreement. 5.The contractor shall not represent clients in matters adverse to the City,and shall make promptly known any conflicts or potential conflicts.If said conflicts cannot be satisfactorily resolved to the City's satisfaction than the City reserves the right to suspend and/or terminate the services of the contractor and procure same from other contractors. 6.The contractor acknowledges that he/she has not been convicted of a public entity crimeor placed ontheconvicted vendor list. 7.The City reserves the right to delete or modify the services and scope of work under this contract at any time,with or without cause.If such scope of work is reduced the payment to the contractor shall be reduced by a commensurate amount. 8.The contractor may not change the principal person(s)working on this contract without the express permission of the City. 9.The City reserves the right to negotiate the fee schedule proposed bv the Contractor under this RFP in order to meet City budgetary constraints. 10.Joint ventures are allowed.Participation by minorities and women is encouraged. RFP Documents Required Each contractor shall submit 10 copies of the following: 1.Acover letter indicating the contractors interest in providing these services to the 2.A brief history of the contractor,including how long the contractor has been engaged in this field of work. 3.A list of the principal(s)who will be responsible for providing the specified services,including resumes or biographies for each person. 4.All current local municipal.County,regional and state clients of the contractor including for each client:(a)the length of the contract:b)the scope of services provided:c)the type of contract (pro bono,retainer,project based fee etc •d) accomplishments achieved for the client including legislative appropriations-'and e)acontact name and phone number forthe client. 5.Any prior or private sector clients that may be relevant,providing the same information as above. 6.Copies of any press articles,profiles,commendations,etc.that may assist the City in it s evaluation.J 7.A list of references,including comparable jurisdictions to the City and elected officials (Please limitto5). 8.An original signed copy of this RFQ wherein the contractor acknowledges and warrants that he/she has read and agrees with all of the terms and conditions contained herein. 9.Proposed monthly retainer fee to provide the services. Timetable and Process ^^oP0'S ?""bue.Jretumed t0 the citv Manager's office no later than 5:00 PM on August SouiifLmiS;£rterenCe Wi"be hdd °"Tta«*Au^6-1998 «MO AM at The City will evaluate the RFP's based on the followingg criteria: 1.Theexperienceandknowledge of thecontractor. 2.The experience ofthe contractor in representing entities comparable to the City. 3.The ability ofthe contractor to provide all of the services specified in the scope of work. 4.The accomplishments,generally,of the contractor in representing entities comparable tothe City. 5.The accomplishments,specifically,of the contractor in securing medium ($500,000 to $1 million)and large (over $1 million)appropriations for its clients across a broad range of functional areas and departments. Contractor Date Contractor Date CITY OF SOUTH MIAMI INTER-OFFICE MEMORANDUM TO:Charles D.Scurr City Manager FROM:Fernando J.Rodriguez Public Works Director DATE:October 16,1998 RE:Professional Lobbying Review of Proposals Many local governments employ the services of professional lobbyists on a retainer contract basis.This is a highly cost-effective approach to obtain grant funding which is available at the county,state and federal levels.A municipality may opt to^lobby for funding through the efforts of its elected officials.However,this approach is not practical and does not maximize effectiveness.Successful lobbying is a time consuming activity requinng significant experience and tenacity.It is a potentially high-yield pursuit thatisbestlefttoprofessionals. The marked increase in project activity that South Miami is currently experiencing requires a significant amount of funding.Many of the grant monies available each year can be tapped into through the employment of competent lobbying firms.To this end requests for lobbying services proposals have been solicited from several South Florida based firms. A review committee comprised of the Assistant City Manager and department heads evaluated all proposals with the following results: Rank Firm Tier 1-Most Highly Qualified 1GomezBarkerAssociates,Inc. Comments Extensiveexperienceandretainers with Miami-Dade County,City of Miami Beach,andCityof West Miami.Obtained grant funding totaling $15M for above three entities. \continued... MAYOR AND COMMISSION PAGE TWO OCTOBER 20,1998 CommentsRankFirm Ronald L.Book.P.A. Tier 2-Qualified Public Private Partnership,Inc. 4Maury Management Group Extensive list of clients,including Miami-Dade County,cities of North Miami.NorthMiamiBeach,and Aventura.Impressive funding amounts listed for various charitable foundations/programs. In business for close toa decade. Highlyqualifiedstaff.Clients include Broward County.Miami- Dade County (6 mos.into a 1-year retainer)andCity of Gretna.FL (obtained $1.9M for water system projects.) The proposal lists no municipalities currently on retainer contracts.The firm does exhibit potential tobe useful toa small cityby virtue of theirexperience,contactsanddesire to work with clients. Tier 3-Minimally Qualified or Pronosak That Did Nnt Meet RFP Requirement* 5 Robert M.Levy &Associates This firm lists good qualifications. However,the package submitted is weak in details and presentation. This firm submitted a weak package interms of detailsandeffort. Retainers are listed for Miami-Dade and City of South Bay.No funding amounts obtained are listed. The fee listed on the proposals were not given heavy consideration due to their similarity (monthly fee ranged from $2,600 to $3,500 for top three respondents)and their negotiability.The evaluation of the six proposals has narrowed the choices of two firms that can best assist the City in obtaining valuable funding.These firms are recommended. Rodriguez Pina &Associates