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Res No 139-16-14694RESOLUTION NO:139-16-14694 A Resolution authorizing the City Manager to negotiate and enter into a contract,fora term not to exceed five (5)consecutive years,with Calvin Giordano &Associates,Inc. to complete a "Comprehensive PlanandLand Development Code Revision". WHEREAS,Florida municipalities are required to prepare Comprehensive Plans and periodically update those Plans;and WHEREAS,a municipality's land development regulations are intended to implement the Comprehensive Plan and should be consistent with the Plan;and WHEREAS,the City solicited proposals for professional services in response to RFQ #PL2016-09 titled "Comprehensive Plan and Land Development Code Revision"and received proposals from five consultant firms;and WHEREAS,the proposals were reviewed bya Selection Committee comprised of City Staff who have recommended that the City hire the firm of Calvin Giordano &Associates,Inc.; and WHEREAS,the Planning and Zoning Department isin support of the recommendation; and; WHEREAS,the funds to support this engagement are available in the annual fiscal year budget (account 001-1620-524-3450 whichhasa current balanceof$199,245). NOW THEREFORE BE IT RESOLVED BY THE MAYOR AND CITY COMMISSION OF THE CITYOF SOUTH MIAMI,FLORIDA; Section 1.TheCity Manager is hereby authorized to negotiate and enter into a contract,fora term not to exceed five(5)years,withCalvin Giordano &Associates,Inc.to completethe"ComprehensivePlanand Land DevelopmentCode Revision"for$168,055. Further,the City Manager is hereby authorized to expend an additional amount,notto exceed $10,000,for contingencies and unanticipated expenses. Section 2.Severability.Ifany section,clause,sentence,or phrase of this resolution is forany reason heldinvalidor unconstitutional bya court of competent jurisdiction,thisholding shall not affect the validity of the remaining portions of this resolution. Section 3.Effective Date:This resolution shall take effect immediately upon enactment. PASSED AND ADOPTED this1_2tbay of July ,2016 CITY CLERK Page 1 of2 ROVED:* rem/ Res.No.139-16-14694 READ ION Page 2 of2 COMMISSION VOTE: Mayor Stoddard: Vice Mayor Welsh: Commissioner Edmond: Commissioner Harris: Commissioner Liebman: 4-1 Yea Yea Nay Yea Yea SoutmMiami THE CITY OF PLEASANT LIVING CITY OF SOUTH MIAMI OFFICE OF THE CITY MANAGER INTER-OFFICE MEMORANDUM To:The Honorable Mayor &Members of the City Commission From:Steven Alexander,City Manager Date:July12,2016 Agenda Item No.a Subject: A resolution authorizing the City Manager to negotiate and enter into a contract,for a term not to exceed five (5)consecutive years,with Calvin,Giordano &Associates,Inc.for the completion of the Comprehensive Plan and Land Development Code revision. Background: Comprehensive plans are the tool by which communities provide policies,guidelines and strategies for their orderly future economic,social,physical,and environmental development Such plans work in conjunction with land development regulations (i.e.zoning codes),which provide specific regulations aimed at realizing the visionfor the community.Florida municipalities are required by state law to prepare and periodically update their Comprehensive Plans.Further,it's the State's intent that any development regulations adopted byalocal government shall "be based on,be related to,andbea means of implementation"forits comprehensive plan (Ch.163.3201 F.S).Thus,it's appropriate that plans and regulations be reviewed and evaluated asasingle,comprehensive effort. Earlier this year,the City issued a Request for Qualifications (RFQ)seeking a consultant to reviewand update the South Miami Comprehensive PlanandLand Development Code (Chapter 20of the Codeof Ordinances),Proposals were received from the followingfirms:Calvin Giordano &Associates,Inc.(CGA),Corradino Group,Her Planning,SolArch,andTindaleOliver. Aselection committee madeupofMarcus Lightfoot,SeniorPlanner,Shari Kamali,Deputy City Manager,and Jane Tompkins,PlanningDirector,reviewed the proposals and identified four respondents fororalinterviews,inaccordancewiththe Evaluation andSelection procedures addressed inthe RFQ.Interviewswith the finalists,CGA,CorradinoGroup,Her Planningand TindaleOliver were heldonMay31,2016. After the interviews,the Selection Committee met again on June 7th at which time Tindale Oliver waseliminatedfromconsideration.Thethree remaining firms werethen individually scoredbythecommitteemembersonfactors identified inthe RFQ:staffexperienceandteam organization;project approach;and commitment to timelines and budgetary considerations. Basedonthescores,CGA was recommended forcontractnegotiations.Atstaff'srequest,CGA submitted aScopeof Services,including ananticipatedtimelineanddetailedbudget. July 12,2016 Page2 of 2 Thefundsareavailablefor the contract in the Planning&Zoning Department's current fiscal year budget. Amount:$168,055 account:001-1620-524-3450 with a current balance of $199,245 Attachments: •Resolution •Calvin Giordano &Associate's Response to RFQ •ProfessionalServices Agreement (including CGA's ScopeofServices,TimelineandBudgetas Attachment A) •Letter from Jane Tompkins to Steven Alexander •Selection Committee's Final.Rankings •Sun Biz report for Calvin Giordano &Associates Electronic COMPREHENSIVE PLAN AND LAND DEVELOPMENT CODE REVISIONS RFP# PL2016-09 Prepared For City of South Miami Office of the City Clerk South MiamiCityHall 6130 Sunset Drive South Miami,FL 33143 Due Date/Time: April 29,2016 10:00 A.M. Calvin,Giordano §Associates,Inc. EXCEPTIONAL SOLUTIONS" SECTION 1 TITLE PAGE CITY OF SOUTH MIAMI REQUEST FOR QUALIFICATIONS FOR COMPREHENSIVE PLAN AND LAND DEVELOPMENT CODE REVISIONS,RFQ #PL2016-09 CALVIN,GIORDANO&ASSOCIATES,INC. 1800 Eller Drive,Suite 600 Fort Lauderdale,Florida 33316 (954)921-7781 {Office)/(954)921-8807 (Fax) marketing@cgasolutions.com INDIVIDUAL AUTHORIZED TO MAKE REPRESENTATIONS FOR CALVIN,GIORDANO &ASSOCIATES,INC. SHELLEY EICHNER,AICP Senior Vice President seichner@cgasolutions.com 1800 Eller Drive,Suite 600 Fort Lauderdale,Florida 33316 (954)266-6465 (Office)/(954)921-8807 (Fax) PROJECT MANAGER Richard Cannone,AICP PrincipalPlanner rcannone@cgasolutdons.com 1800 Eller Drive,Suite 600 Fort Lauderdale,Florida 33316 (954)921-7781 (Office)/(954)921-8807 (Fax) Submission Deadline:April 29,2016 RFP #PL2016-09|Comprehensive Plan andLandDevelopmentCodeRevisions Calvin,Giordano &Associates,Inc. EXCEPTIONAL SOLUTIONS1 SECTION 2 TABLE OF CONTENTS Section 1 Section 2 Section 3 Section 4 Section 5 Section 6 Section 7 Section 8 Title Page TitlePage Information 1 Table of Contents Table of Contents 2 Cover Letter and Executive Summary Cover Letter 4 Executive Summary 6 Firm Overview Firm Overview 10 Personnel and References Organizational Charts 11 Resumes 13 Licenses and Certificates 25 References 27 Other Relevant Experience Other Relevant Experience 29 Case Studies 30 Attachments and Other Documents Proposal Checklist 32 Signed Contract Documents (Exhibit 6}33 Respondent Qualification Statement 39 Litigation Statement 42 Listof Proposed Subcontractors andPrincipalSuppliers 43 Non-Collusion Affidavit 44 Public Entity Crimes and Conflict of Interest 46 Drug Free Workplace 49 OSHAAcknowledgement 50 Affidavitconcerningfederaland state vendorlistings 51 Related Party Transaction Verification Form 53 Presentation Team Decleration/Affidavit of Representation 62 Proposal and Instruction to Respondents (Exhibit2)63 IndemnificationandInsurance(Exhibit4)and COI 65 The Invitation forProposaland Instructions to Respondents Invitation for Proposal and Addenda 77 r«vlSB!»s3il9§¥iH^L [f/fffaft *•• Mm: RFP #PL2016-09 |Comprehensive PlanandLand Development Code Revisions Calvin,Giordano $Associates,Inc. EXCEPTIONAL SOLUTIONS"' SECTION 3 COVER LETTER AND EXECUTIVE SUMMARY Seethe following pages for the Cover Letterand Executive Summary. RFP #PL2016-09 |Comprehensive PlanandLand Development Code Revisions Building Code Services CoastalEngineering Code Enforcement Construction Engineering and Inspection Construction Services Contract Government DataTechnologies andDevelopment Emergency Management Services Engineering Environmental Services Facilities Management Indoor Air Quality Landscape Architecture Municipal Engineering Planning Public Administration Redevelopment and Urban Design Surveyingand Mapping Traffic Engineering Transportation Planning GSA Contract Holder 1800 Eller Drive Suite 600 Ft Lauderdale,FL 33316 954.921.7781 phone 954.921.8807 fax www.cgasolutions.com FORTLAUDERDALE Calvin,Giordano §Associates,Inc. EXCEPTIONAL SOLUTIONS1 April 28,2016 Office of the City Clerk South MiamiCityHall MariaM Menendez,CMC,CityClerk 6130 Sunset Drive South Miami,FL 33143 RE:Comprehensive Plan and Land Development Code Revision RFQ #PL2O16-09 Dear Ms.Menendez: Calvin,Giordano &Associates,Inc.(CGA)is pleased to submit our qualifications to provide Comprehensive PlanandLand Development CodeRevision services as set forth inand pursuant toRFQ #PL2016-09.Wehave reviewed the scope of services contemplated bytheCityofSouthMiami,andhave selected a project team with over30 years of experience and skills to successfully complete the Comprehensive Plan and Land Development Code Revision for the City of South Miami. CGA isa well-established multi-disciplinary firm headquartered in Fort Lauderdale.For more than 79 years,our firmhasbeen providing consulting services to both private and public clients. CGA's team members have worked together to build a long resume of providing comprehensive planning services.An important component of comprehensive plans and long-term visions typically include discussions and analyses of existing community character,transportation and traffic concerns,housing opportunities,improving neighborhoods,environmental protection,coordinating infrastructure improvements and maintaining and improving quality of life,it is important to note that all comprehensive planning services are done in-house with no sub-consultants.This multi- discipline capability and approach assures that all aspects of the City's Comprehensive Plan will be both consistent and complete. At CGA,our staff continually monitors state legislation forits impact on both the public and private sector.Wealso keep abreast ofall county and municipal ordinances affecting land usfe,zoning and site plan regulations.Furthermore,our Florida experience has prepared ustoefficiently address a multitude oflocal and regional planning issues.I, ShelleyEichner,AICP will serve asthe Principal-in-Charge and Richard Cannone,AICP will serve as Project Manager of the project WEST PALMBEACH PORT ST LUCIE HOMESTEAD TAMPA/CLEARWATER JACKSONVILLE 4 ATLANTA Contact information: ShelleyEichner,PrincipalinChargeRichardCannone,ProjectManager 1800 Eller Drive,Suite 600 1800 Eller Drive,Suite 600 Fort Lauderdale,FL 33316 Fort Lauderdale,FL 33316 Email:marketing(5)cgasolutions.com Email:rcannoneOcgasolutions.com T:(954)921-7781 F:(954)921-8807T:(954)921-7781F:(954)921-8807 We appreciate the opportunity torespondtothisrequestandknowthatgiventheopportunity,the City ofSouth Miami willbenefitfromourextensiveexperiencein Comprehensive Planningand Land Development.Ourproposedteambringssignificantdepthoftechnicalexpertiseandknowledge.Client satisfaction remainsourunderlyingthemeandisthemostimportantpartofanystatementofpast performance. Sincerely, CALVIN,GIORDANO &ASSOCIATES,INC. ^Asjjjla^£f(j^ Shelley Eichner,AICP Senior Vice President Calvin,Giordano §Associates,Inc. EXCEPTIONAL SOLUTIONS™ EXECUTIVE SUMMARY Calvin,Giordano and Associates offers the City of South Miami a balanced approach combining, Planning and Urban Design,Environmental Planning, Traffic Engineering,and Civil Engineering.This approach,grounded in public participation,will result ina Comprehensive Plan and Land Development Code update that will enhance the quality oflifefor the residents,businesses,and overall quality and image of the Cityof South Miami. Given our multi-discipline approach,CGA combines creative planning solutions with economic development,capital improvements,and community input.We will use stakeholder input to understand community issues and concerns and transform this content into implementable goals,objectives and policies.One essential and integral aspect of our processes is public participation.CGA has coordinated workshops to present,discuss and obtain feedback for many issues revolving around our varied and experienced municipal work. CGA's perception of the issues with the existing Land Development Codeisa typical problem facedby many municipalities.Over time,codes are modified and revised,resulting in inconsistencies.A rewrite of the document allowsan analysis ofeach section and confirm that there are no longer any conflicts.Another issue is the preservation of the residential district and the encouragement of economic development inthe non-residential areas.The revisions to the Code will helpguide development to the desired locations and remove categories that are no longer appropriate.The Comprehensive Planisa typical document written based on the requirements of9J5.This checklist is no longer required and cities are looking to include innovative strategies,such as sustainable policies to address sea level rise as well as transit oriented development techniques. KICK OFF MEETING In order to accomplish the services required,CGA staff willmeetwithCityStafftofinalizetheworkprogram withinaweekofthe contract award.Theproject schedule and timelines as well as milestones and benchmarks will be determined. The overall work plan and schedule will take into consideration timeframes to: •Provide notice of public outreach meetings, •Review drafts with Citystaff,including legal staff, •Update drafts based on public input;and •Provide adequate legal notice for the Planning Board,Environmental Review and Preservation Board and the City Commission. EXISTING CONDITIONS REVIEW,INVENTORY AND ASSESSMENT CGA will review the City's existing Comprehensive Plan and Land Development Code,as well as the plans relating to all applicable agencies.These documents willbe reviewed to form the basis ofthe plan elements. PUBLIC PARTICIPATION One essential and integral aspect of the planning processes is public participation.CGA envisions holding a series of workshops which may involve a weekend intensive session over a2day period or spread out over 1-2 week intervals or more as desired by the city.Invitations to the workshops will be broad based and include outreach to residents, homeowners associations,business owners and managers,land owners,contractors,and other members ofthe community.CGA will assist the City with advertisements including a general postcard mailing,flyers and announcements onCity agendas, postings tothe project website portal and any social media sites theCity utilizes to reach out toits citizens. The purpose of the workshops willbeto discuss and receive public input on the key local planning issues that may need tobe addressed in the Comprehensive Planaswellas any challenges in implementing modification to the Land Development Code. At the beginning of each workshop,the CGA Team along with City staff will prepare a presentation explaining the purpose and need for the Comprehensive Planin order tobegin the discussion and elicit input from the attendees.Depending on the topics,a number of different publicinvolvementtypescouldbeemployed. Through our experiences,a SWOT Analysis (Strengths, Weaknesses,Opportunities and Threats)tends to work welltofully gather all input.Depending on the size of the group,several different methodologies could be used.If there isa large and diverse group,the audience will then be directed tojoinoneof the smaller groups fora facilitated discussion of issues that pertain to them.A CGA and/or City staff member will facilitate each group and write their comments and issues onan RFP#PL2016-09|ComprehensivePlanandLand Development CodeRevisions Calvin,Giordano §Associates,Inc. EXCEPTIONAL SOLUTION S" easel pad.After this 20 minute breakout session, each group will report on what they have written on theireaselpads.Anotherformatistokeepthegroup together anduse hand heldvotingdevices that willbe distributed toallinattendancetogaugethepublic's opinions and concerns.This will allow each attendee tohave their opinioncountinananonymousfashion and give rise to further discussions. DESIGN,HOST AND MAINTAIN WEBSITE In coordination withCitystaff,CGA willdesign,host and maintain a dedicated website portal throughout the update process.Site content will include basic information and interior pagessuchasan "About the Project"page "Frequently AskedQuestions (FAQ)" anda"Contact Us"page where enquiries regarding the project canbe submitted,alllinkedtotheCity's website. REVIEW COMPREHENSIVE PLAN CGA will prepare a working draft of proposed goals, objective and policiesand supporting data andanalysis to provide consistency with Chapter 163.3177 Florida Statutes (F.S.)In order to accomplish this,the CGA team will gather and analyze existing information for all Comprehensive Plan elements from the Shimberg Institute (University of Florida),Miami-Dade County, the South Florida Water Management District, Florida Department of Transportation,Department of Environmental Protection,Florida Department of Economic Opportunity,Florida Department of State,South Florida RegionalCouncil,and other public and private service providers according tothe requirements of Chapter 163 F.S.This baseline data will be utilized in developing the data and analysis required to implement the goals,objectives and policies of the plan.The plan must be based on at least the minimum amount of land required to accommodate population projections for at least a 10-year planning period and the elements must be consistent with each other. The Comprehensive Planwill also include a Capital Improvements element to ensure the availability of public facilities and the adequacy of those facilities to meet the established levels of service. The Comprehensive Plan will be a culmination of both previous tasks and the following goals which include an existing conditions analysis,stakeholder interviews, analysis of regulations and planning issues,and public input received through the community outreach effort. Wewill evaluate potential land use changes in relation to the current land use designations and existing uses. CGA will evaluate major property holdings, development regulations,public amenities,including parks and open space,infrastructure,circulation and transportation. REVIEW LAND DEVELOPMENT CODE Our experience in professional planning for municipalities andprivate development keeps us abreast of cutting edge,innovative planning and development trends and practices.Having environmental planners in house has kept uson the forefront of sustainable planning as well as working with municipalities to address sea level rise issues.CGA will prepare acode that attracts new development, creates greater safeguards from development that appears too intense or is encroaching into the residential areas,andclarifycode language forease ofuse.Our experience with innovative ordinances including TOC and TOD amendments,a Hospital Zoning District,Corridor planning and providing assistance inwaysto address affordable housing. Other zoning concepts CGA can prepare for the City including encouraging green technology,such as a car charging station ordinance and ordinances addressing alternative energy such as wind or solar power devices.These ordinances can with aesthetic protections,while not hindering sustainable designs. CGA also works with communities that have a thriving business district,located close to residential neighborhoods.This has posed problems with traffic intrusion as well as issues with preservation of the residential district.We understand the balance of corridor planning,economic development and maintaining residential zoning ina cohesive development pattern.This would include the elimination of the Residential/Office district and the accompanying strategies for dealing with any non conformities. ANNOTATED OUTLINE CGA utilizes annotated outlines as an innovative guide that willbe developed and enhanced throughout the preparation oftheLand Development Code.In order to update the Land Development Regulations andthe Comprehensive Plan,CGA will prepare the annotated outline with a chapter by chapter and element by element description.The outline will provide linksto code and Comprehensive Plan sections and matrices that offer side byside comparisons of the changes. RFP#PL2016-09 |Comprehensive PlanandLand Development CodeRevisions Calvin,Giordano §Associates,Inc. EXCEPTIONAL SOLUTIONS™ This comparison chart will provide the user withaquick explanation of the code modifications and act asa user guide for the document.The annotated outline will also highlight any inconsistencies between the Comprehensive PlanandtheLand Development Code and recommended changes to remove the inconsistencies. The final annotated outline will include all comments and related revisions from staff,Board Members and Commissioners. Major Milestone Anticipated Completion Reveiw of Existing Planning Document Kick off meeting with staff Existing Conditions Review June 2fc)16 4 July 2016 Public Participation Develop Web Site Public Workshops Workshop with Elected/Appointed Officials Review Comprehensive Plan/Land Development Code June-July 2016 September 2016 October 2016 December 2016 Annotated Outline Draft Regulations Three revisions included March 2017 October 2017 . Executive Summary Final A<toptibri April 2018 May^OlS :>; CGA willbe present atall workshops and meetings and will present the work products at the public meetings and hearing. DELIVERABLES CGA will provide the following: •The copies of materials for the meetings •Executive Summary •One original unbound copy ofthefinal Comprehensive Plan/Land Development Code revisions and 15copiesin three ring binders anda digital copy.The documents willbe OCR searchable. •Two public workshops are suggested,not including the | required public hearings. •Draft Comprehensive Plan/Land Development Codetobe presented to the Planning Board and Commissioners . RFP#PL2016-09 |Comprehensive PlanandLand Development CodeRevisions Calvin,Giordano §Associates,Inc. EXCEPTIONAL SOLUTIONS" LIST OF EXECUTIVE AND PROFESSIONAL PERSONAL ASSIGNED TOTHE PROJECT Workload Availability tiWORKLOAD ^AVAILABILITY STAFF MEMBER AND TEAM EXPERIENCE All team members selected forthis project have worked on Comprehensive Plans andLand Development Codes.RichardCannonewillbe the project manager.He has extensive experience in the preparation ofLand Development Codesaswellas Comprehensive Plans.Heisalso currently updating the Land Development Codesfor KeyWest,CapeCoral and North PalmBeach.Heis preparing annotated outlines for all three municipalities as the basis for the update to the code. Thefollowingisa table of our experience in Comprehensive Plans and Land Development Codes: Agency Comprehensive Plan Map and/or Text Water Supply EAR &EAR Based Amendments Land Development Code Adoption TownSurfeide 2012 N6 Objection 2010 No Objection 2010 City ofWest Park St LucieJCounty 2013 No Objection 2015 No Objection 2010 No Objection 2007 Town of Davie City bf Cooper City 2015 No Objection 2015 No Objection City ofWeston City ofPort St Liicie 2012 No Objection 2015 No Objection 2012 No Objection 2006 and 2013 City of Madeira Beach Town ofLoxahatchee Groves. 2010 No Objection 2010 No Objection CityofHallandale 2010 No Objection RFP#PL2016-09 |Comprehensive PlanandLand Development Code Revisions Calvin,Giordano §Associates,Inc. EXCEPTIONAL SOLUTIONS" SECTION 4 FIRM OVERVIEW D/B/A Calvin,Giordano &Associates,Inc. 1800,Eller Drive,Suite 600, PortLaiiderdale,FL 33316 Tel:!(954)921-7781 Fax:(9S4)-921-8807 www.igasolutions.coni Date/State Incorporated Date Authorized in Florida June 27,1985,Florida Authonzedid Florida 1937 asJM^ Officers/Directors Project Manager Dennis J.Giordano,President /CEO* Shelley Eichner,AICP,Senior Vice President* KarlKennedy,PE,Vice President Tammy Cook,RLA,Vice President Steve Watts,PSM,Vice President Dawn Hopkins,Secretary Chris Giordano,Vice President /Treasurer *Principal with signing authority Richard Cannone,AICP 1800 EJIer Drive,Suite 600 Fort Lauderdale,Fl 33316 Tel:(954)921-7781 Fax:(954)921-8807 Email:rcannone@cgasolutions.com RFP #PL2016-09 |Comprehensive PlanandLand Development CodeRevisions 10 Calvin,Giordano S Associates,lnc EXCEPTIONAL SOLUTION S,u SECTION 5 PERSONNEL AND REFERENCES ORGANIZATIONAL CHART The organizational chartforthisprojectisas follows: CITrOFSdUtHIvllAlvll GALX/IN;GIQRbANO, &^so^mms,INC. 'Shelley Eichner,AICP The Primary Individual whowill provide servicesto the City with regards tothe day-to-day relationship with theCitywillbetheProject Manager,Richard Cannone,AICP,PlanningAdministrator.Mr.Cannonewillbethe City's primary point of contact. Seethefollowingpagesforresumesincludinglicensesandcertifcationsofallkey personnel.All servicestobe provided byCalvin,Giordano,&Associates,no subcontractors willbe used. RFP#PL2016-09 |Comprehensive PlanandLand Development Code Revisions 11 Calvin,Giordano §Associates,Inc. EXCEPTIONAL SOLUTION S* CORPORATE ORGANIZATIONAL CHART ThecorporateorganizationalchartforCalvin,Giordano&Associates home office isas follows: RFP #PL2016-09|Comprehensive Plan andLandDevelopmentCodeRevisions 12 Calvin,Giordano §Associates,Inc EXCEPTIONAL SOLUTION Sn Shelley Eichner,AICP Senior Vice President SUMMARY OF QUALIFICATIONS Ms.Eichner isa Senior Vice President and a Partner of Calvin,Giordano &Associates and oversees all private sector andpublic sector planning activities.Shehasover30 years of diversified planning andplattingexperienceinsecuringland development approvals, land useplan amendments andlocal government planning. Ms.EichnerpreviouslyservedasSeniorPlannerforBrowardCounty's Department of Planning andEnvironmental Protection.She managed and supervised platapplications, created a permit monitoringsystem,andmonitoredcompliancewithallaspectsof development approvals.Duties included coordinating the development review agencies in the preparation and adoption ofthe ordinances amending theWestonDevelopmentof Regional Impact. PROJECT EXPERIENCE Growth Management Director and Provision of General Planning Services:City of West Park,City ofWeston,Town ofSurfside,Town ofLoxahatchee Groves.Responsible forall planning activities,including plat andsite plan review aswellas the creation and - modification of land development regulations;establishment ofzoning,landscaping,sign codes;and,preparation ofa master park plan.Oversaw communication and coordination between city management,elected officials,major developers,and residents. Site Plan Review:Supervised preparation and presentation of site plan reviews and reports under an ongoing cost recovery process.Plans from the cities are distributed to various plan review disciplines and the final reports are presented ina cohesive and consistent manner. Comprehensive Planning:Supervised preparation of comprehensive plans,evaluation and appraisal reports,EAR-based amendments,water supply plan goals,and capital improvements element updates for various local governments. Zoning Codes:City Weston,City of West Park,City of Sunny Isles Beach,Town of Surfside.Responsible for preparation,presentation and adoption of zoning codes. Direction required the coordination of workshops and consensus building among the elected officials,residents and developers in the city. Transit Oriented Development:Sheridan Station-side Village,Hollywood,Florida. Coordinated all planning and engineering services forthe site plan application and land use plan iamendment for the Sheridan Station-side Village,a mixed-use development integrating an existing Tri-rail station and other transit services. Town Center Zoning Overlay Districts:City ofHollywood,City of Miami Gardens,City of Sunny Isles Beach.Responsible for development of zoning overlay district comprising zoning criteria,architectural,and landscape requirements leading to town center master plan implementation and for special districts. Ongoing Private Development Coordination:Responsible for coordinating all aspects ofland development activities including platting and site planning,rezoning,and obtaining all government approvals and building permits.Specific tasks involve ensuring that engineering,survey,landscape architecture,and construction management personnel are working together to bring a project to completion. Calvin,Giordano §Associates,Inc. EXCEPTIONAL SOLUTIONS7* Richard D.Cannone,AICP Planning Department Administrator SUMMARY OF QUALIFICATIONS Richard Cannone,a Planning Administrator at Calvin,Giordano &Associates is responsible for the preparation of comprehensive land use plan amendments for public and private clients,aswellas assisting the Planning Department with required analyses for EAR- based Amendments and Comprehensive Plans.In addition to comprehensive planning, Mr.Cannone will assist the Department in representing various municipal clients of CGA by reviewing applications,preparing staff reports and attending meetings for current planning activities,including but not limited to development applications such as rezoning,site plan and plat review,special exception,conditional useand amendments to the comprehensive plan.When required,Mr.Cannone willbe responsible for project management,scheduling and budgeting for private and public sector clients. PROJECT EXPERIENCE Assistant Project Manager the Related Group,2013-2014.Facilitate and assist the Vice President inall phases of entitlements,development and construction,including permitting,customer service,sales/marketing,management,association turnover and other problems or issues related tothetimelyfinalizationoftheproject.Negotiate a variety of contract with vendors,aswellas agreements,easements and other instruments with local and state governments. Planning Administrator Broward County,2013.Supervisory and administrative work managing comprehensive planning,landuse,special projects,zoning,code enforcement and redevelopment in Broward County. Planning Administrator Calvin,Giordano &Associates,2011-2013.Responsible for project management,scheduling and budgeting forprivateand public sector clients,the preparation ofcomprehensive land useplan amendments andland development regula tionsforpublicandprivateclients,aswellas assisting thePlanning Department withre quired analyses for Comprehensive Plan Amendments,Comprehensive Plans,Annexation Studies,NeighborhoodPlans,DesignGuidelinesandZoning/LandDevelopmentregula tions.Currently implementing a variety of land development code amendments based upon strategies identified in the Comprehensive Planfor municipal clients. •Town of Medley Consulting Planner.Responsibleforallplanningactivities including plat and site plan review aswellasthe creation and modification of land development regulations;updatingtheTown'szoningcodes;and preparation ofa solid waste overlay project.Oversees communication and coordination between Town management,elected officials,major developers,and residents.Creation of Certificate of Use Ordinance and BTR Ordinance. •City of Pahokee,Florida.PreparationofsiteplanreviewsandreportsfortheCity ofPahokee under ongoingcostrecoveryprocess.PlansfromtheCityare distributed tovariousplanreviewdisciplinesandthefinal reports are presented inacohesive and consistent manner. •Preparation ofAnnexation Studies for the City •City of Hallandale Beach,Florida.RAC and FashionRow Arts Districts.Update ofCityLandDevelopment/ZoningCodesand Overlay Districts consistent withthe City-wide MasterPlanandRegionalActivityCenter. •Ongoing Private Development Coordination:Responsibleforcoordinatingall aspectsoflanddevelopmentactivitiesincludingplattingandsiteplanning,rezoning, andobtainingall government approvalsandbuildingpermits. EDUCATION MS Public Manageme St.Thomas University Miami,Florida BSCommunityand Regional Planning, Iowa State University, Ames,Iowa PROFESSIONAL REGISTRATION American Institute of Certified Planners Real Estate Development Finance Home Inspection urganizinc Asset and l Conflict Resc *M MM fSSa Calvin,Giordano §Associates,Inc. EXCEPTIONAL SOLUTION Sn Sarah Sinatra Gould,AICP Director,Planning Department SUMMARY OF QUALIFICATIONS Mrs.Gouldhas over 12 years of planning experience including municipal planning director duties suchas processing zoning requests,landuseplan amendments,site plan reviews,plats rezoning petitions,variances,vacation/abandonments and all other development application reviews.Sheholdsa Master's degree inUrbanandRegional Planning from FAU.Mrs.Gould has also written evaluation and appraisal reports, comprehensive plans and zoning and land development codes.Sheis experienced in writing form-based codesand transit-oriented zoningcodes.Asthe planning department director forCalvin,Giordano &Associates,she actsas the community development director for the Cityof Weston, and the Town Planner for the Towns ofSurfside and Medley.For those entities,she carries out day-to-day planning and zoning activities,presents staff reports and recommendations to the commissions,the planning and zoning boards and provides customer service assistance to residents,developers and business owners. RELEVANT PROJECT EXPERIENCE City of West Park,Planning and Zoning Director.Overseethe day to day functions of the Planning and Zoning Department.Respond to zoning callsfrom property owners and interested parties.Created the development review process for the City and chair the development review group meetings.Review zoning permits and certificates of use. Complete development reviews including site plans,plats,variances,special exceptions, land use plan amendments and rezoning applications.Created the necessary applications for these development reviews and prepare all staff memorandums tothe City Commission. City of Weston,Director of Development Services.Process development review applications including site plans,plats,variances,special exceptions,landuseplan amendments and rezoning as well as managing the Planning and Zoning Department. Prepare items for the Development ReviewCommittee (DRC]and the CityCommission by chairing the DRC meeting,preparing the staff memorandum to the CityCommission and presenting the application to the CityCommission. Town of Surfside,Town Planner.Respondtozoningcallsfromthepublic.Createdthe development review process for the Townand chair the development reviewgroup meetings.ReviewzoningpermitsandprepareitemsfortheDesign Review Board Meeting.Present siteplansand permits totheDesignReviewBoard,whichanalyze architectural anddesign standards incompletingthereview.Complete development reviewsincludingsiteplans,plats,variances,specialexceptions,landuseplan amendments andrezoningapplications.Prepareallstaff memorandums and present the items to the Planning and Zoning Board and theTown Commission. Town of CutlerBay,ConsultingPlanner.Providedevelopmentreviewservicestothe Town.Review development applications includingsiteplans,landuseplan amendments,varianceand rezoning applications.Preparestaff memorandums and present the items to the TownCouncil. Town of Medley,Town Planner.Processdevelopmentreviewapplicationsincluding siteplans,plats,variances,specialexceptions,landuseplanamendmentsandrezoning. Prepareitemsforthe Development Review Committee (DRC)andtheTown Council by chairingthe DRC meeting,preparingthestaffmemorandumtotheTown Council and presenting the application tothe Town Council. 15 Calvin,Giordano§Associates,Inc. EXCEPTIONAL SOLUTIONS" Robert C.Collins,AICP Planner SUMMARY OF QUALIFICATIONS Mr.Cdfllins isa Principal Planner with extensive experience working in many facets ofa public planning department including managing andreviewing current planning projects; land development,permit and zoning review;developing and administering comprehensive plans and amendments;and managing and coordinating multifaceted community revitalization and conservation plans and projects.Experienced inland development,site plan and zoning review;community outreach;citizen interaction, coordination and mediation;and physical improvement project implementation and management.Mr.Collinsisa skilled presenter,communicator,and facilitator of public meetings,community participatory workshops and multidisciplinary teams.Mr.Collinsis also experienced in landscape architecture. PROJECTEXPERIENCE Contract Municipal Planner Mr.Collins provided a wide variety of planning consulting services to local governments including: •Comprehensive planning and related documents; •Land development regulation and site plan review; •Staff reports and presentations toCity Commissions and Boards; •Zoning review for building permits; •Code amendments; •Coordination with City Administration and other City Departments; •Coordination with CityMayor,CityBoards,and City Commission; •Special studies and research as requested byCity Commission Project Coordinator •Manageda portfolio ofover50 projects;project types included street improvement, traffic management,park enhancement,street lighting,and beautification.The management of these projects included overseeing completion within approved budget limits,community project definitions and County guidelines and standards; and serving as liaison between various County agencies,neighborhood groups and individual citizens during implementation. •Managed funding process for allocating Neighborhood Conservation bond resources among participating neighborhoods;two-year bond totaled $3.8 MillionforFY 99- 00. •Assisted neighborhood groups in preparation of comprehensive community-based plans and coordinated interagency and planning commission review of plans and CountyBoardacceptanceofplans.Providedprofessionalstaff support forthe Neighborhood Conservation AdvisoryCommittee (NCAC),the volunteer citizen group that oversees the program. •Developedand continually updated aphysical improvement project database that tracked the progress and status ofover300 approved neighborhood conservation projects and tracked projects under development forfunding.As part of the Neighborhood Conservation team,reorganized and rejuvenated the Neighborhood Conservation Program following a County Board mandate to further advance the existing 35-year program. BLA,Landscape Architecture &Urban Affairs,Virginia Tech PROFESSIONAL AFFILIATIONS American Planning Association American institute of Certified Planners Calvin,Giordano &Associates,Inc. EXCEPTIONAL SOLUTIONS' Eric Czerniejewski,P.E.,ENV SP Director of Traffic Engineering SUMMARY OF QUALIFICATIONS Eric Czerniejewski,P.E.,is the Director ofTraffic Engineering for CGA with 18 years of experience in transportation infrastructure design,traffic engineering and transportation planning.Hehas experience in transportation projects that include preparation of traffic studies including corridor studies,traffic impact studies,mobility studies and parking utilization and reduction studies.Heisalso specialized in signalization design, roadway design,managing,designingand permitting select transportation infrastructure engineering projects;planning,developing and coordinating civil engineering design documents;and coordinating construction engineering and inspection.Someofhis relevant mobility plan experience includes development ofcitywide mobility plan for the Cityof Fort Lauderdale,preparation of the campus master mobility plans for Florida International University andFloridaAtlantic University campuses aswellas Memorial Health CareJoeDiMaggio Hospital campus.Heis certified to prepare traffic control plans and process LAPprojects by FDOT. PROJECT EXPERIENCE Palm Avenue and 53rd Street Diversion Study-Consultant as part ofa Continuing Traffic Engineering Services Contract completed atraffic diversion study associated with the closing/opening of the median at the intersection ofPalm Avenue andSW53rd Street.The purpose of the study was to evaluate the effectsof opening orclosing this median on the surrounding roadway network based on two (2)different performance measures:Volume and 85th Percentile Speed.The intersection ofPalm Avenue and SW 53rd Street isan un-signalized T-intersection witha dedicated left-turn lane on the northbound approach andadedicatedU-Tumlaneonthe southbound approachofthe intersection.PalmAvenueisa four-lane divided urban arterial with a posted speed limit of40MPH and bicyclelanesin both directions.The results of the evaluation showed that with the median openatthe intersection Palm Avenue/SW 100thAvenue and SW53rd Street,the overall surrounding roadway network experienced lower speeds andless cut-through trafficthusitwas recommended that themedianatthe intersection of Palm Avenue/SW 100th Avenue and SW53rd Street remain open. Town of Surfside Townwide Traffic Calming Study-Consultant as part of Continuing Traffic Engineering ServicesContract completed a town-wide trafficanalysisto determine appropriate neighborhoodtrafficmitigationmeasures.Theanalysis included conversion of two-way stop control intersections to four-way stop control, installation of speed tables andthe conversion of two-way roadway segments toone wayoperation.Theanalysisincludedthedevelopmentofacomprehensivetrafficflow modeltodeterminetheimpactsof proposed trafficcalmingmeasures.Consultantalso provided extensivepublicoutreachand coordination between citizengroupsand Town staff. Downtown Boca Raton Traffic Study-Consultant prepared traffic study forthetraffic analysisoftheintersectionofPalmettoParkRoadand NE/SE 5thAvenuewhich examinedthesafetyandtheoperationofthe intersection ofPalmettoParkRoadand NE/SE 5thAvenueandsevenother surrounding intersections and enumerated at least three viable improvement concept plans.The alternative analysisincluded quantitative andqualitativeelementssuchas Safety,Context Sensitivity,Capacity,BenefitCostand EDUCATION Bachelor of Science (BS),Civil Engineering, SOUTHERN ILLINOIS UNIVthbMY Al EDWARDSVILLE, idwarcisville,Illinois CERTIFICATIONS& LICENSES Professional Enginee License (#58002) ASCE Broward Pas President WS& Calvin,Giordano &Associates,Inc. EXCEPTIONAL SOLUTIONS" Eric Czerniejewski,Page 2 FatalFlaw analysis aswellas the evaluation of bridge preemption and signal coordination with the subject intersection.The traffic study also evaluated neighborhood cut through traffic and possible traffic calming improvements that would mitigate the traffic intrusion. Florida Atlantic University Campus Wide Traffic Calming Study-Consultant completed a campus wide traffic study whichincluded an evaluation of existing traffic calming deviceson the main campus of FAU located inBocaRaton,Florida.Florida Atlantic University (FAU)was concerned with speeding traffic through their campus and was in need of implementation of traffic calming measures to deter campus speeding.There isa large amount of pedestrian activity on campus and it was vital that vehicular traffic travel at safe and cautious speeds.Consultant presented new recommendations for the layout of speed humps,speed tables,raised crosswalks,and signage to best facilitate the growing student population of the Campus.The recommendations included the implementation of hybrid devices, such asa combination of raised crosswalk/speed table to best maintain flowof traffic through the roadway network. Memorial Regional Hospital Supplemental Traffic Review-Consultant provided independent review of the 2007 traffic impact analysis for the expansion of the Memorial Regional Hospital/Joe DiMaggio Children's Hospital.This review determined the traffic impacts created by the proposed hospital expansion at nine additional intersections as well as determined if the proposed transportation improvement plan best accommodated the future traffic impacts created by the proposed hospital expansion.Services provided included:research of existing conditions and coordination with key stakeholders,traffic data collection at nine intersections,traffic analysis of four scenarios for the year 2017 future conditions,supplemental traffic improvement plan and summary report,and meeting attendance. Findingsincluded alternative recommendations forthe mitigation improvements at certain intersections within the project study area which included a predominately residential neighborhood community and elementary school. City of Weston City Traffic Engineer Services-Consultant serves as Engineer ofRecordfortraffic engineering task work orders as part ofaTraffic Engineering ContinuingServicesContract. Consultantprovideda variety oftrafficand transportation engineering services including intersection analysis,signalization analysisanddesign,roundabout analysisanddesign,roadway levelof service analysis,public school traffic operational analysis,city-wide traffic modeling,city-wide traffic count database maintenance,corridor signaltiming progression analysis,trafficcalmingand neighborhood traffic mitigation,responded to citizen inquiries and coordinated the interests of the Citywith Broward CountyTraffic Engineering Division,FDOT DistrictIVand other key stakeholder government agencies.Task work orders includedaCitywideBicycleMasterPlanandCitywideTrafficCalmingStudy. 18 Sandra Lee,AICP,CEP,LEED AP BC+D,CFM Director,Environmental Ms.Lee has 20 years of professionalexperience anddirects CGA's Environmental Department coordinatingour regulatory permitting,environmental planning,site assessment,resource management and environmental technical support services.Before joining CGA,Ms.Lee was aBiologist with theGrowth Management DivisionofMonroe County.During the three years that CGA provided planning and zoning services for the newly incorporated CityofMarathon,shelivedfull-timeintheFloridaKeysandwas responsible initiallyforallthe environmental planningfortheCityofMarathonand subsequently forafull range of planning services forthe City.Priorto relocating to Fort Lauderdale,Ms.Leewasa resident oftheFlorida Keys for10years where shebecamevery familiarwiththe environmental sensitivities regardingtheflora,fauna,landandspecial government programs governing and protecting the 160-mile string of coral islands making up the Keys,a designated area of critical State concern. ENVIRONMENTAL RESOURCE PERMITTING EXPERIENCE Archdiocese of Miami Blessed JohnXXIII Religious Facility,Miramar,Florida. Responsible for environmental permitting,which included the site assessments,wetland assessments and obtaining a U.S.COE,a Broward County and two South Florida Water Management District permits;one forthe development site and onefora newly constructed off-site mitigation area.Nearly the entirety of the development site was wetland and was comprised of multiple habitat types and qualities.The Archdiocese had previously obtained environmental resource permits for this project and purchased mitigation previously constructed under a prior project.However,the Archdiocese had let all permits expire and needed to again go through the entire permitting process,under new regulatory criteria. Permitting required extensive negotiation toallow previously purchased mitigation credit from a private development site to continue to apply to this project.Additional off-site mitigation was also required.Also designed the newly constructed off-site mitigation area, conducted the mitigation construction oversight and long term compliance monitoring,and the conducted maintenance oversight for the off-site mitigation area. Pembroke Lakes Square/Miramar Pinelands Natural Area,Miramar,Florida. Responsible for coordinating and finalizing the permitting through the U.S.COE,Broward County and the SFWMD with mitigation plan components from multiple firmsfor the construction ofa commercial complex in Pembroke Pines ona26+acre site that was entirely wetlands.Mitigation was constructed in Miramar on the County-owned Miramar Pinelands Natural Area that was purchased with State funding.The project required a tri-party agreement with County Commission approval for mitigation construction on County park land.The project also required obtaininga permit modification for additional adjacent wetlands purchased and added to the development site;coordinated the purchase of mitigation bank credits for the additional land. Dania Basin 5 Drainage Improvements,Dania Beach,Florida.Designed and permitted a unique bio-swale stormwater improvement system to benefit both the developed and adjacent natural habitats.Conducted all site and wetland functional assessments for permitting and processed permits through the U.S.COE,theSouthFlorida Water Management Districtand Broward County;permitting required extensive negotiation with various Divisionsof Broward CountyforuseofCountyland that is designated wilderness area,mangrove habitat,and serves asa buffer to West LakePark. 19 Calvin,Giordano §Associates,Inc. EXCEPTIONAL SOLUTION S~ Patrick A.Figurella,PE Director ofEngineering,Project Manager SUMMARY OF QUALIFICATIONS Mr.Figurella isa project engineer with more than 23 years of experience in project management of roadway design/reconstruction,utility/drainage infrastructure,municipal review,comprehensive planning andcivil site design work including geometric design and permitting.Mr.Figurella is proficient in the useof the latest versions of AutoCAD Civil3D. Mr.Figurella was the President of the ASCE PalmBeach Branch in 2003-2004,ASCE Palm Beach Branch Young Engineer of the Yearin 2004,and FESPalm Beach Chapter Young Engineer of the Yearin 2004. PROJECT EXPERIENCE Pioneer Road Phase I/II Septic Replacement,Mangonia Park,Florida.Assisted in grant funding process,designed and performed construction observation of new sewer mains withone new lift station along 3 streets intheTownofMangoniaPark.Year completed: professional services 2014;construction 2014. Bay Harbor Islands Community Enhancement Project Phase II,Bay Harbor Islands, Florida.Designed andpermittedtheroadwayandutilityimprovementsfor2.3milesofI roadways on the west island ofthe Town.Improvements included new curbs,pavement,[ grading and waterlines.Year completed:professional services 2010,construction 2010. City of Riviera Beach CRA Marine District South,Riviera Beach,Florida.Designed and permitted a 14-acre Marina District improvements project with the demolition of the entire site and replacement with a new MarinaEventsCenter,two acres of pervious pavements,3000 linear feet of exfiltration trenches,revised Bicentennial Park,the construction of five site roadways,new water and sewer mains,and the fillingof the site to accommodate the future changes in the FEMA-baseflood elevation.Year completed: professional services ongoing;construction ongoing. AlABike Lanes,fupiter,Florida.Designing and permitting the expansion of turn lanes,the addition ofbike lanes,pervious concrete sidewalks,on-street parking,the replacement ofa 10"Water main and the burial of overhead utilities ona %mile segment ofa two lane roadway.Year completed:professional services,ongoing,construction N/A. Mangonia Park Utility Engineering,Mangonia Park,Florida.Provided water and sewer utility engineering services to the Town including construction observation,site planreview,grant writing assistance,construction plan preparation,council meeting attendance andtechnicalexpertise.Yearcompleted:professionalservicesongoing, construction ongoing. Marlin Bay Yacht Club,Marathon,Florida.Designedand permitted the paving,grading, drainage,gravityandvacuum sewer andpotable water elementsoftheeightybuilding residentialcondominiumproject.Theprojectwaslocatedonanextremelytighteight acreparcel.Theprojectfeaturedutilityservicetotheextensiveboatdockingfacilities includingpotablewater,vacuumsewerandfireprotection.Year completed:professional services 2008,construction ongoing. Lakeshore Drive Improvements,LakePark,Florida.Designingand permitting the reconstruction ofa Vi miletwo lane facility,raising the roadway and sidewalks to relieve hightidefloodingissues,addingbikelanesandreplacingan asbestos water mainand aging sewer lines.Yearcompleted:professionalservices,2013,construction,N/A. College Avenue Improvements Phase I,Davie,Florida.Designedand permitted the replacement ofa Vz mile three laneroadwaywitha4lanedivided roadway with drainage EDUCATION B.S.,Mechanic Engineering Universityof Fli PROFESSIONAL REGISTRATION ProfessionalEngineer Stat of Florida No. CERTIFICATIONS Florida Stormwater, Erosion,and Sedimentatioi Control Inspector FEMA Intorduction to the Incidental Command System,ICS 100 PROFESSIONAL AFFILIATIONS American Society of Civil Engineers:2004-2005 Past-President forPalm Beach Branch Florida Engineering Society:2002-2003 "Young Engineer ofthe Year"for Palm Beach PUBLIC SERVICE Village of Royal Palm Beach Code Enforcement Board 1998-2004 Palm Beach County 5-Year Road Program Oversight & Advisory Council 2002-2003 COMPUTER SKILLS Microsoft Office AutoCADCivil3D Cascade Calvin,Giordano &Associates,Inc. EXCEPTIONAL SOLUTIONS"' Patrick A.Figurella,Page 2 improvements andsidewalksonbothsidesoftheroadwayinan extremely challenging utility corridor.Year Completed:professional services 2012,construction 2012. College Avenue Improvements Phase II,Davie,Florida.Designing and permitting the replacement ofa Yz mile two lane roadwaywitha4lanedividedroadwaywithdrainageimprovementsandsidewalksonbothsidesofthe roadwayinanextremelychallengingutilitycorridor.Year Completed:professionalservicesongoing,construction N/A. Bay Harbor Islands Community Enhancement Project Phase III,Bay Harbor Islands,Florida.Designed and permitted the roadway and utility improvements for4.2milesof roadways on the east island of the Town. Improvements included new curbs,pavement,grading and waterlines.Year completed:professional services 2012,construction 2012. NW 1131st Street Improvements,North Miami,Florida.Designed the roadway and drainage improvements of a1mileroadway.Improvements included a roundabout,bikelanes,on-street parking and the preservation of numerous existing landscaping onNorthMiami's north bicyclecorridor.Year completed:professional services 2012,construction 2012. Holmberg Road Bicycle Lanes,Parkland,Florida.Designed and permitted the addition ofbicycle lanes and sidewalks with the addition offire hydrants fora1.25 mile roadway.Year completed:professional services,2010, construction,2011. Park Avenue Street-scape Improvements,Lake Park,Florida.Designed and permitted the reconstruction ofa %mile 4 lane undivided roadway intoa2 lane divided roadway with decorative street lighting and landscaping aswellas drainage,utility and sidewalk improvements.Year Completed:professional services 2010,construction N/A. A1A Bike Lanes,Jupiter,Florida.Designed and permitted the expansion of turn lanes,the addition ofbicycle lanesand sidewalks with the replacement ofa 10"asbestos cement water mainfora %miletwolane undivided facility.Year completed:professional services 2006,construction 2007. SR 710 Utility Relocation,Riviera Beach,Florida.Designed the water and sewer relocations in support of FDOT's roadwayproject.Projectincluded6,000LFof 12M W.M.,a1,000 LF directionalboreofa30"R.W.M.,a300LFoffset of the 30"R.W.M.in another location and other minor relocations.Year completed:professional services 2007, construction 2009. Cannonsport Marina,PalmBeachShores,Florida.Designedand permitted thepaving,grading,drainage,gravity sewerandpotablewaterelementsofthe five buildingcondominiumincludingutilityservicetotheboatdocking piers.Year completed:professional services 2006,construction 2008. Comprehensive Planning,VariousAgencies,Florida.Prepared Comprehensive Plans,Amendmentsto Comprehensive Plans Evaluation and Appraisal Reports (EARs),orWater Supply PlansrelatedtoPotable Water, Sanitary Sewer,Drainage,Solid Waste,and Natural Groundwater Aquifer Recharge elementsforthe following agencies: •Townof Loxahatchee Groves First Comprehensive Plan •City of Pahokee 10-Year Water Supply Plan •City of Fort Pierce Comprehensive Plan Rewrite •St.Lucie County EAR •St.LucieCounty EAR Based Comprehensive Plan Amendments •Martin County EAR •Cityof Port St.Lucie EAR Based Comprehensive Plan Amendments 21 Calvin,Giordano §Associates,Inc. EXCEPTIONAL SOLUTION Sw Gianno Antonio Feoli Director of UrbanDesign&Planning SUMMARY OF QUALIFICATIONS Mr.Feoli leads the Landscape Department in creative design strategies for urban environments with specialties including urban design,contextual analysis and branding. Hewill constribute his experience in providing CGA's master planning,transit-oriented designs,community participation efforts and graphic communication services.His experience has encompassed a wide array of project-types,andhis strengths liein park design,streetscapes and urban interventions,and form-based urban designs and planning strategies. RELEVANT PROJECT EXPERIENCE Middle Beach Recreational Corridor,Miami Beach,FL Assistant Project Manager,Lead Designer,Public Outreach Facilitator Client:City of Miami Beach:Responsible for coordinating all engineering and environmental efforts associated this 2-mile long linear multi-use trail project on State- owned lands,aswellas responsible for all planting and hardscape design and public outreach.Mr.Feoli conducted one-on-one meetings with over 39 condominium properties to gather support for the project,responed to residents concerns,and addressed design restrictions set forth in the Florida Administrative Code and balance those against resident's expectations.Mr.Feoliis also responsible for coordinating all State and local agency permitting processes and negotiating with the FDEP dimensional restrictions on the beach walk's width to meet the directives oftheCity Commissioners. Oakland Park Station,Oakland Park,FL Project Manager,Lead Designer Client:City of Oakland Park:Responsibleforallconceptualdesign,site,designand construction design detailing ofa public plazaatthe terminus oftheCity's culinary district.Thedesign effectively created flexible public environment that couldbe used as event spaces andcould accommodate the needs ofCityin continuing its adopted branding throughtheuseofelements,furnishings,paver palettes andlighting.Theproject's challenging shallow dimensions required innovative solutions to address ADA accessto adjacent buildingsfinishedfloorswhilemaximizing opportunities fortheuseofspace, addressedthroughthecreationofstagesettingsthatservedaslandingswhileproviding theprojectwithmuchneededopportunitiestocreateusers'publicrealengagementand interactions. 98th Street Park,Bay Harbor Islands,FL Project Manager,Lead Designer Client:Town of BayHarborIslands:Responsible forall public outreach,site design, construction detailing,materialandplantingdesignofaneighborhoodpassivepark.The parkincludesasmalldogparkarea,flexible open,space,children'splayareas,an interactive water feature anda restroom facility.MrFeoliwas responsible foralldesign componentsofthe park project,includingguidingandcoordinatingthedesignofthe restroom facilityandall necessary publicoutreachthroughboththeParksandRecreation Committee and the Town Council. EDUCATION Master of Landscape Archil University (Fill School of Arci PROFESSIONAL AFFILIATIONS American Societyof Landscape Architects Calvin,Giordano§Associates,lnc, EXCEPTIONAL SOLUTION Sw Timothy Rodriguez Director ofData Technologies &Development SUMMARY OF QUALIFICATIONS Mr.Rodriguezhasmorethan16yearsofexperienceinthefieldoftechnologywith8of these yearsfocusedon GIS technologyanditsapplications.Mr.Rodriguez managesthe developmental proceduresforallprojectswithintheDataTechnologiesand DevelopmentDepartmentat CGA.Hisresponsibilities fall withinthedisciplinesof GIS, ApplicationDevelopment,INKforce.net,andwebdevelopment.Healsomanagesall Information Technology related projects ata corporate-wide levelin addition to client related IT implementations.He provided overall Project Management for GIS projects involving data development,data conversion and data collection for Monroe County and the Cityof Miramar,Lauderhill,Weston,Lauderdale Lakes and Greenacres. Heis responsible for the implementation offull-scale GIS for the Florida cities of Weston,Sunny IslesBeach,and the South Broward Drainage District. •Director /Calvin,Giordano &Associates,Inc.Fort Lauderdale,Florida. Involvedin ongoing management of daily IT activities within CGA.Duties include full responsibility and accountability ofall hardware and software implementations and integrations intothe existing production environment.Responsiblefor planning new migrations of existing network environments [hardware and software)and managing all deployments.Accountable forallIT purchases and responsible forall recommendations on system upgrades.Oversees IT staff onall corporate and client based objectives. •Project Director /Information Technology Services,Town of Surfside. Florida.Coordinates allIT functions for the Townof Surfside.Prepares budgets, specs,budgets and strategic plan in an effort to meet allgoals and objectives requested by the Town.Coordinates with all departments to ensure IT objectives are being met.Presents allIT related items to the Commission including budgets, usability,functions and ROI. GIS (Geographic Information Systems) •Project Lead /City of Miramar Utilities Conversion -Project Leadfor development of GIS pavement datainto GIS.Allpaved roadways were digitized from aerials imagery All datasets were used in the City's pavement inventory asset management system.The project also included the creation ofall easements, platted boundaries,utilities conversionforthepilotarea,and web-based GIS enabled Document Management Systemto retrieve as-built drawings.Responsible for completing project on time and within budget. Calvin,Giordano §Associates,Inc. EXCEPTIONAL SOLUTION Sn Michael J.Oropeza GeographicInformationSystem Specialist SUMMARY OF QUALIFICATIONS Michael Oropeza,a GIS Specialist at Calvin,Giordano &Associates assists the Department in representing various municipal clients of CGA in Miami-Dade,Broward and Palm Beach Counties by providing detailed services such as: Spatial Planning Geodatabase Design and Maintenance, GIS accessibility and portability Apps Cadastral Data Conversions GPS surveying/collection &Aerial overlays Developing Custom GIS Web applications Detailed GIS Analysis on multiple joined databases Detailed Thematic Map projection onSpecial projects. When required,Mr.Oropeza willbe responsible for GIS organization,scheduling,and personalcustomer services for private and public sector clients. PROJECT EXPERIENCE Town of Lake Park,Florida.GIS Specialist roleincludes updating LandUseandZoning Geodatabase with ongoing changes and specs.Provide timely updates and exports in Digital Pdf 'print ready"format to Community Development Department. City of Green Acres,Florida.GIS Specialist role includes update and maintenance of the City's LandUseandZoningWeb Application.This includes SDE/SQL updates ona dedicated Webserver.Ongoingdata and query tools update allows easy accessto pertinent LandUseand Zoning selections.Primary search includes:Folio,Site address, Owners Name or visual selection.Secondary Identifiers include:Zoning and LandUse code designations,ordinance numbers,and more. PAST ROLES AND ACHIEVEMENTS INCLUDE: Established GIS Planof Action to develop MainLayersoftheCityof Miramar;Purchased dedicated GIS Server 01 and dedicated GISWeb Server:Inetsrv08;Coordination of GIS meetingsand GIS server accesslevelswithkey personnel ofeach Department interested in GIS Utilization;SetData Standards for Engineering,Utilities,andPublic Works CAD and GIS files.Organized agreement planofactionfor updating Master GIS Layerswith emphasisplacedonPlats,Parcels,Right-of-Ways,Centerline,potable water,sewer,re use,drainage,streetlights,pavement,garbage,sidewalks,meters /mxu's and master address database.Utilizeda comparison/correction process offield GPS orAerial collection offeaturestocorrectdiscrepanciesin As-builts .Established GIS Usergroup andnewsletter briefing.Speakerat GIS-Expo,Tri-County area.Established ongoing conversion process to convert new raw datainto GIS SQL/SDE layers.Created Thematic Maps forCity Commission andvariousDepartments/Divisions.Provided Spatial/GIS support dataforCity'sre-certification programs through NFIP-CRS,NPDES, D.E.P.,D.N.R.P,GasB-34,1.S.O.FireRating,and10 year Comprehensive Plan. 24 Calvin,Giordano§Associates,Inc. EXCEPTIONAL SOLUTION S™ Is licensed asa Pcofesaio] Espindoas 2/2672017 XjS^f^W^^ AuditNo:228201726S09 ^J^WfijsS^ SHELLEY EICHNER HASQUAlifJEDASA MEMBER AMERICAN INSTITUTEOFCERTIFIEDPLANNERS IXtClflUT CMCCICK ^3'Sw^a*! tet 471,Florida Statutes RE.Lk.No: 64795 The American Institute of Certified Planners TheProfessional Insrinms of Jic American PlanningAssociation hereby qualifies Robert Collins us a member with ull the benefits of a Certified Planner and responsibilityto llie AICP Code of Ethics and Professional Conduct. Certified Planner Number:022119 February 20.2008 'pa^cfn*^-^ exsci'tti?.otarjTiia The American Institute of Certified Planners The Professional Instituteofthe American PlanningAuociatioa hereby qualifies Sarah Sinatra as a member with all the benefits ofa Certified Planner and responsibility tothe AICP Code of Ethics and Professional Conduct. Certified Planner Number.021533 Jane 29,2007 <£-p^frt/u---. csGnrrccocctcb City of South Miami RFP #PL2016-09 |Comprehensive PlanandLand Development CodeRevisions 25 Calvin,Giordano §Associates,Inc. EXCEPTIONAL SOLUTION S* Sandra Lee UXU /.p OvllGmc.ItCiHCv CuMt'R;,C1 if.;;-. !Mr^5ite5--«YH&v£fr.-_:&.../^V UliJ U7±.JLIJ S SEt r*rr rJ The American Institute of Certified Planners 'flio PrnfonlnnM lii.iiifumuf tin-American J'lantiiiig Association hcirdty «'|u«Jifir.s Sandra Lee as i\member with oil (In:benefits uf a Certified IMmincr and responsibility to the AJCP Code «>l Ethics nncl Professional Conduct. Certified I'lftiiif.r N.m.hc.r:0lftri27 rt)*»L~e /p/*~jL*x State ofFlorida Department ofState l certify from die records ofthis office thai CA1.VIN,GIORDANO & ASSOCIATES,INC.isa corporation organised undo.-ihe Isws or lite Slaio of Florida,filed onJune27,I98S. Tho documentnumberof Ibis corporationisMl 7373. I further certify thatsaidcorporation lias paid oil fees due (his office through December 31,2016,thai its most recentannual report/uniform businessreport was filedonJanuary 4,2016,and (bat itsstatusisactive. Ifurther certify thatsaidcorporationhasnotfiled Articles ofDissolution. O'ltvn undo-«o>hand end Ihe Great Seala/tftc Snrte afFlorida at Tullatiauta,Hie Cupltit],litis the Fuiiiik day qfJanuttrf,1016 Secretary ofState Tradcloc Numticr.CCIMtsmu MI(irJrwrvlccxJBimUantfFmiipJCcittlkai«OQtBtu>'CTnlficaigA»llttmfu«an 'I!••••.•.?rr.i..it "«•.-•:'rr i '^li3R« Richard Cannone,AICP .•i i Ji.irli.r'r;i:. Ur-.ii.-i sbiizr.S.'t;Ji.r •w:J»::uh:I'ii-.rjr ,&T^£U JNSTirUlUfOR SUSTAINAWX; INFRASTRUCTURJ1 ISI presents tne Envision™Sustainabiiity Professional Credential to Eric S Czerniejetyski ^Presentedon:DeceniberJr,2013 William Bertera/ RFP #PL2016-09 |Comprehensive PlanandLand Development Code Revisions ffiSii 26 Calvin,Giordano§Associates,Inc. EXCEPTIONAL SOLUTIONS" REFERENCES RELEVANT PROJECT St.Lucie County Port St Lucie,FL City of Cape Coral Cape Coral,FL General Planning Services Weston,FL PROJECT DESCRIPTION Calvin,Giordano &AssociatespreparedanEvaluationandAppraisalReport (EAR)ofthe Cityof Port St Lucie's Comprehensive Plan.The assessment processallowed CGA,with assistance fromCitystaffand the community,to identifyandproposechangesto their ComprehensivePlanto address chang ing conditions and projected growth within the City. The EAR-based amendments addressed theCity'smost pressing problems and opportunities: •Future Land Use •Economic Development •Housing •Conservation and Coastal Management •Recreation and Open Space •Transportation •Infrastructure •Intergovernmental Coordination Contact:Daniel Holbrook,121 SWPort St LucieBlvd,Port St Lucie,FL 34984, Tel(772)871-5212 ^C^w^liired to complete a compre^City's Land Use De-. wlppme^character and ni^rgi^of^sinj^e j^nu^r neighbothppds,streamline permitting and create a ;q^i^;ui$m saime time the new codewill ensure JW|^ual^;^blic spaces defihedbya variety ofbuilding types and uses iri- eluding housing,retail,officeand industrial space.Where appropriate,the new ;fcbdie:i^streets stan- dards (plan and section),use reg^aMbiis,descriptive building or lot types,and offier elementsneededto implement the principles;offunctionalandvitalur- banism aridpractical managementof growth. Contact:Vincent A CauQero,AICP,1015 Cultural[Park Blvd,Cape Coral FL 33990, Tel (239)574-0600 CGA has provided professionalplanningservicestotheCityofWestonsinceits incorporation in1996.Servicesincludesiteplanreview,variances,conditional use standards,designguidelines,land development regulations andadminis trative materials related to planning fortheCityofWeston, CGA personnel areoncalltoprovidethepublicwith day-to-day zoningassis tanceaswellas presentations totheCityCommission.Planningfunctionsin clude intergovernmental coordinationwithCountyandneighboringcitieson key land use issues. ContactDenise Barrett,Director of Communications,17200 Royal Palm Blvd, Weston,Florida33326,Tel(954)385-2000,dbarrett@westonfl.org RFP#PL2016-09|ComprehensivePlanandLandDevelopmentCodeRevisions 27 Calvin,Giordano S Associates,Inc. EXCEPTIONAL SOLUTIONS" Medley Planning aridi Zoning Land Development Planning Services -Town of Surfside,FL General Planning';..ahd ZoningServices;CGA st^ha^been designated asthe town Planners.In this role,CGA staff reviews allsiteplans and performs zoning ;permit reviews forall building permits.Staffinteracts with the public and Town staffon adaily basis and performs fall day to day planning and zoning activities .requiredby the.Town.Zoning Code andLand Development Code Update;CGA is in the process of preparing revisions to the ZoningCode and LandDevelop ment Codeto fbrsterimproved aesthetics,redevelopment OTdeconpniic devel opment the revisions willincludecreationofstandardsforPlannedIndustrial Districts,standards for buffering residential districts,landscaping and signage. The Update will include revising die Town's codes to address amendments to the Town's Comprehensive Plan.EAR-based Comprehensive Plan ^end-; mente;CGA respondedtodie Objections,Recbmmeridatioris and Comments (ORG)Reportfor the Townof MecQey's EAR-based ^ hehsive planningteam successfully tookaction on 0CA cpncettis includingen- vironmentalissuesrelatedtosohdwaste fedlitieslooted h^th^ •greenhouse reduction strategies,andwater supply planjning.The E^ Amendments were found in compliance by DGA in April 2009.Atoexatibh^ Study;CGA^prepared the Medley Annexation Study according to the require ments,ofChapter20,Article I,Section 20-3 of the Mi^^! fdocuinent the j^^fchara^ri^^ the TownofMedleyThe proposed annexation areas will pfo\dde nature land for thejbpg-tejnm aridincreasethe tax; :base ofthe.Town^^M Contact Jorge Corzo,PE,CFM,Town Engineer,7777 ^72ndAve,FL 33166,Tel 305^^41Exti43 CGA prepared Surfside's state-required Evaluation arid Appraisal Report (EAR) reviewing the Comprehensive Planfor needed statutory updates and prepared recommendations for inclusion of current community goals.Asa fbllowup, CGA also prepared the Town's EAR based Amendments.The project included revised Comprehensive PlanData Inventory and Analysis including current transporation data,population projections,and housing analysis.The revised Goals,Objectives,andPolicies reflected Surfside's interest in incorporating many of the concepts advanced in the November 2006 Townwide Charrette. Additionally,consideration was made to assure the Comprehensive Planad dressed improved transportation along Collins and Harding Avenue. Contact:Guillermo Olmedillo,Town Manager,9293HardingAvenue,Surfside,FL 33154,Tel(305)861-4863,golmedillo@townofsurfsidefl.gov RFP #PL2016-09 |Comprehensive PlanandLand Development Code Revisions 28 Calvin,Giordano §Associates,Inc. EXCEPTIONAL SOLUTIONS" SECTION 6 OTHER RELEVANT EXPERIENCE Richard Cannone,AICP Project Manager Yearsof Experience:20years Degree:St.Thomas University,MS Public Management and IowaState University,BS Community andRegion al Planning Licenses/Registrations:AICPNo. 026296,NIMS IS 700,IS 800,ICS 100, ICS 200 Mr.Cannone has over20 years'experience in the fieldof planning and development and has served ina variety of leadership roles for Industrial Development Corporations,Non-Profit Community Development Corporations,and Municipalitiesaswell asa Consultant fora variety of complex planning and development projects.Hehasa proven track record in project management with a working knowledge of private development,publicfinance,transportation, land useand zoning,urban design,code enforcement, community policing and business regulations. For CGA clients,Mr.Cannone,is responsible for the preparationofcomprehensivelanduseplanamendments for public and private clients,aswellas assisting the Planning Department with required analyses for EAR- based Amendments and Comprehensive Plans.In addition to comprehensive planning,Mr.Cannone assists the Department in representing various municipal clients of CGA byreviewing applications,preparing staff reports and attending meetings for current planning activities,including but not limited to development applications such as rezoning,site plan and plat review, special exception,conditional use and amendments to the comprehensive plan.When required,Mr.Cannone is responsible for project management,scheduling and budgeting for private and public sector clients. PROJECT EXPERIENCE City of Key West,Florida.Project Manager for the complete rewrite of the City's Land Development Regulations.Key areas offocusfor the project include the incorporation of new standards,programs,and processes related to Complete Streets,Parking, Transportation Demand Management,Affordable Workforce Housing,Signage,Landscape,Urban Design, Green Building,Adaptation Planning and Disaster Planning. RFP #PL2016-09 |Comprehensive PlanandLand Development CodeRevisions City of CapeCoral,Florida.Project Manager for the update of the City'sLandUse Development Regulations. The approach shall be a proposed form-based code, where appropriate,or a hybrid of the Euclidian based code and aform based code.TheCityis most interested in protecting the character and integrity of single family neighborhoods,streamlining permitting,and creating a quality urban environment. Village ofNorth Palm Beach,Florida.Project Manager forthe creation ofaUnifiedLand Development Code (ULDC)for the Village.The creation of the ULDC is the first major overhaul of the Village's development regulations since the original adoption in 1970. Town of Palm Beach,Florida.Project Manager for theTown's Evaluation and Appraisal report (EAR) and update to the Comprehensive Plan to enhance the quality oflifefor residents and businesses,while maintaining the existing character of the Island asa premier residential community of exceptional beauty. Ongoing Private Development Coordination: Responsible for coordinating all aspects of land development activities including platting and site planning,rezoning,and obtaining all government approvals,entitlements and building permits. 29 Calvin,Giordano §Associates,Inc. EXCEPTIONAL SOLUTIONS" CASE STUDIES Town of Surfside -The Town of Surfside noticed high interest in redevelopment of the corridor between Collins and Harding Avenues.In an effort to stay ahead of the new construction,there was interest to prepare criteria tohelp guide future development into the desired development pattern.CGA prepared an analysis and zoning criteria which included the following: •Preparation ofnew zoning criteria and comparison of existing conditions •Areviewofgreenbooktrafficengineering standards aswellas Miami-Dade County and FOOT as it relates to mid-block accessibility,walkways, pedestrian activity •Impacts to existing buildings and strategies for potential non-conformities such asif there isa modification toan existing building,under what circumstances would the entire development need to be brought upto the proposed code. •Consistency of new criteria with comprehensive plan. •Consistency of new criteria with other sections of the zoning code such as off-street parking, signs,accessory structures,conditional uses, landscaping. •Requirements for open space in terms of landscaping,public space. •Coordination with legalin terms of vested rights, reduced density or intensity resulting from new zoning criteria. •Design criteria for pedestrian walkways City of Tamarac -The Redevelopment Study focused on key commercial areas within Tamarac. Three primary areas of opportunity were identified with unique marketing,economic development, urban design and land use strategies.The study included planning anddesign strategies intent on(a) positioning the City's commercial areas to be more competitive for redevelopment opportunities;(b) identifying current and future market demand within the City's commercial areas;(c)identifying the ten- year potential for key uses and activities Within the City;(d)recommending zoning patterns to promote sustainable transit-oriented development principles; and(e)reflecting green principles for redevelopment. Thefinal study provided recommendations to target specific market sectors and made recommendations to better-situate theCityinahighly competitive redevelopment market,with afocuson increasing economy,live-work,livability,walkability, sustainability and aesthetic qualities to serve as attractors for commercial investment and a new generation of home-buyers. City of Naples -Calvin,Giordano&Associates was hired by the CityofNaplesto amend the CRA Redevelopment Plan.ThePlan Amendment accomplished the following goals: 1.Extended the sunset date of the CRA 2.Provided a workable program forusing public resources to fund redevelopment initiatives,and 3.Provided a broad vision of redevelopment initiatives CGA staff conducted workshops to solicit public input intothe CRA plan aswellas interviews with homeowners associations,business groups,civic organizations,CRA Board members and citystaff. Strategies were developed to create distinct districts within the CRA based on their specific locations,their relationship toeach other and themes associated within each district.Three illustrative financing scenarios were developed summarizing anticipated revenues and expenditures in order to implement the plan. RFP #PL2016-09 |Comprehensive PlanandLand Development Code Revisions 30 Calvin,Giordano §Associates,Inc. EXCEPTIONAL SOLUTIONS" SECTION 7 ATTACHMENTS AND OTHER DOCUMENTS Seethefollowingpagesfortherequiredforms. •Proposal Checklist •SignedContractDocuments(Exhibit6) •Respondent Qualification Statement •Lititgation Statement •ListofProposedSubcontractorsand Principal Suppliers •Non-Collusion Affidavit •Public Entity Crimes and Conflict of Interest •DrugFree Workplace •OSHA Acknowledgement •Affidavit concerning federalandstate vendor listings •Related Party Transaction Verification Form •Presentation Team Decleration/Affidavit of Representation •Certificate of Competency andCompanyCertification •ProposalandInstructionto Respondents (Exhibit2) •Indemnification andInsurance (Exhibit 4)and COI RFP #PL2016-09 |Comprehensive PlanandLand Development Code Revisions PROPOSAL SUBMITTAL CHECKLIST FORM "Comprehensive Plan and Land Development Code Revision" RFQ#PL20l6-09 Thischecklistindicatestheformsanddocumentsrequiredtobesubmittedforthissolicitationandtobe presented bythe deadline setforwithinthe solicitation.Fulfillment of all solicitation requirementslistedismandatoryfor considerationofresponsetothe solicitation.Additional documentsmayberequiredand,ifso,they will be identifiedinanaddendumtothisRFQ.The response shallincludethefollowingitems: Attachments and Other Documents described below to be Completed IF MARKED WITH AN "X": One(I)original unboundproposal,five (5)additional copies,3-ring bindersare not permitted,andone (I)digital (orcomparable X medium including Flash Drive,DVD or CD)copy X SupplementalInstructionsandProposalFormatforRespondents, X EXHIBIT 2 Indemnification and Insurance Documents EXHIBIT 4 y Signed Contract Documents,Professional Services Agreement, EXHIBIT 6 X X Respondents Qualification Statement Listof Proposed Sub Consultants/Subcontractors andPrincipal Suppliers Non-Collusion Affidavit Public EntityCrimesandConflictsofInterest DrugFree Workplace Acknowledgement of Conformance withOSHA Standards Affidavit Concerning Federal &StateVendor Listings RelatedParty Transaction VerificationForm PresentationTeam Declaration/Affidavit ofRepresentation Check Completed. X X X JL X JL X X JL X X Submit this checklist along with yourproposalindicating the completion and submission of each required forms and/or documents. END OF SECTION Thomas F.Pepe 02-23-15 14 32 RESPONDENT QUALIFICATION STATEMENT "Comprehensive Plan and Land Development Code Revision" RFQ#PL20l6-09 Theresponsetothis questionnaire shall be utilized aspartofthe CITY'S overall Proposal Evaluation and RESPONDENT selection. I.Number ofsimilarengagements completed, a)In thepast5 years n b)Inthepast 10 years 25 2.List the last three (3)completedengagements. a)Zoning&Land Use Engagement:CorridorAnalysis EntityName: EntityAddress: EntityTelephone: Town of Surfside 9293Harding Ave..Surfside.FL 33154 305-861-4863 b)Zoning &Land Use Engagement:Zoning Code Rewrite Cityof WestonEntityName: EntityAddress: EntityTelephone: 17200 Royal Palm Blvd,Weston,FL 33326 954-385-2000 c)Zoning &LandUseEngagement:EAR-Based Amendments Thomas F.Pepe 02-23-15 EntityName: EntityAddress: Entity Telephone: 15 CityofPortSt.Lucie 121 SW Port St.Lucie Blvd,Port St.Lucie,FL 34984 772-871-5225 39 3.Cu rrent workl oad Project Name Owner Name Telephone Number Contract Price Land Development Regulations Update CityofKeyWest 305-809-3700 $143,700 Land Development Regulations Update CityofCapeCoral 239-574-0401 $198,000 LandDevelopmentRegulations Update Village ofNorth Palm Beach 561-841-3380 $74,595 ComprehensivePlanUpdate Town ofPalm Beach 561-838-5406 $38,550 Land Development Regulations Updateand Comp Plan Update Marco Island 239-389-5011 $90,600 LandDevelopmentRegulations Update LongBoatKey 239-574-0600 $98,000 LandDevelopmentRegulations Analysis Naples 239-213-1030 $49,5000 4.The following information shall beattachedtothe proposal. a)RESPONDENT'S homeoffice organization chart.See Section 5 of submittal b)RESPONDENT'S proposed project organizational chart.See Section 5of submittal c)Resumes of proposed key project personnel,including on-site Superintendent.See Section 5 of submittal 5.Listanddescribeany: a)Bankruptcypetitions filed byoragainsttheRespondentoranypredecessor organizations, Notapplicable b)Any arbitration or civil or criminal proceedings,or SeeattachedLitigationStatement Suspensionofcontractsor debarring from Bidding orRespondingbyanypublicagencybrought c)against theRespondentinthelastfive(5)years None 6.Government References: List other Government AgenciesorQuasi-governmentAgenciesforwhichyouhavedonebusinesswithin thepastfive(5)years. Name of Agency:CityofKeyWest Address:3140 Flagler Telephone No.: Contact Person: TypeofProject: Thomas F.Pepe 02-23-15 KeyWest,FL 33040 305-809-3728 Thaddeus Cohen-PlanningDirector LandDevelopmentRegulationsRewrite 16 40 Name of Agency: Address: Telephone No.: Contact Person: TypeofProject: Name of Agency: Address: Telephone No.: Contact Person: Typeof Project: Thomas F.Pepe 02-23-15 City of Weston 17200 Royal Palm Blvd Weston.FL 33326 954-385-2000 Denise Barrett,Director of Communications Zoning Code Rewrite Town of Surfside 9293 Harding Ave Surfside,FL 33154 305-861-4863 GuiUermo Olmendillo,Town Manager ComprehensivePlanningandZoningCode 17 41 Calvin,Giordano §Associates,Inc. EXCEPTIONAL SOLUTIONS7* Litigation Customersatisfactionis CGA's primaryobjectivefor every project undertaken bythefirm.Assuch,CGA endeavorstocompleteeachprojecton time andwithinbudget.CGA isproudto assert that CGA hasnot failedto provide products,perform services,orfurnishedgoodsfor which wehavebeencontracted. In the last five(5)years CGAhas been involved in the following litigation: 1.Vue Condominium Association,Inc.vs.Vue Fort Lauderdale,L.L.C.,ETAL,Case No.CACE09012422 .Suit was filedMarch3,2009.Thisisa typical condominium construction defect suit involving the developer, contractor,numerous subcontractors and all the design team.The condominium association voluntarily dismissed itsclaim against Calvin,Giordano February 2011. 2.Walnut Creek Community Development Districtvs.Standard Pacific of South Florida,GP,Inc.,Et Al, CaseNo.CACE10019353.SuitwasfiledMay 4,2010.The case concerns the failure of an HDPE drainage pipe.The other partiesincludethe developer,thepipe manufacturer and the contractor.The problems are primarily the result of defective manufacture ofthe HDPE pipealthough design and construction deficiencies alsoare alleged.This case has been settled. 3.Calvin,Giordano&Associates and Franklin County,Floridafiled lawsuit NO.4:2012cv00001 in the FloridaNorthernDistrictCourtagainst B.P.ExplorationandProductionInc.inJanuary2012.The suit was filed inan attempt tocollect payment from B.P.ExplorationandProductionforservices performed by Calvin,Giordano&Associates on behalf ofFranklinCounty,Florida.Thiscasehas been settled. 4.VillasatHarborIslesCondofiled suit NO.CACE 09-043012(18]against HarborIsles by Quantum,Inc., et.al.(Calvin,Giordano&Associates,Inc.);filed inBrowardCountyCircuit Court.Complaintoriginally filed 8/2009 (noclaimsagainstCalvinGiordano&Associates).Third Amended Complaintfiled 5/2012 including claims against Calvin Giordano &Associates.Condominium construction defects case with claimsagainst Calvin Giordano involving alleged improperslopingatlakebanksand improperly specificcatchbasingratecovers.Thiscasewas settled fora payment of $2500.00totheAssociation. 5.Merrick Preserve Condominium Association,Inc.v.Westbrooke Homes,Florida general partnership NO.CACE 08 11218(07);ThirdPartyComplaintfiled August 2011.BreachofContractallegingfailureto includedeveloperasanadditionalinsuredoncommercialgeneralliability policy;Contractual IndemnificationandCommonLawIndemnificationclaimsinvolvingallegeddeficienciesingradingof backyardsandpavingofdrivewaysresultinginponding.Condominiumdefectssuitinwhichdeveloper filedthirdpartyclaimsagainstsubcontractorsanddesignprofessionals.Thecasehasbeensettled. 6.Armando E.Silva,andRobin Silva,bothindividuallyandasnaturalparentsand next friendsofSpencer SilvaandHeather Silva,minors,v.SouthBrowardHospitaldistrict,d/b/a Memorial Regional Hospital, Hardrivesof Delray,Inc.,d/b/a Hardrives,Inc.,a Florida Profit Corporation,Calvin,Giordano & Associates,Inc.,aFloridaProfitCorporation,andANFGroup,Inc.,aFloridaProfitCorporation,filed suit on October 25,2Q13intheBrowardCountyCircuitCourt.NO.CACE13023917.A lawsuit for compensation was brought againstCalvin,Giordano&Associates (CGA)by Armando Silvaasaresult of a motor cycleaccidentonaroad designed by CGA.Thiscaseispending. 7.Edward B Wallace Plaintiff vs.Calvin,Giordano &Associates Inc Defendant.Whistle Blower.Suit filed onJuly 23,2012 in the Broward County CircuitCourt.NO.CACE12020634.This case was dismissed. 8.Kevin Young vs.Calvin,Giordano,&Associates,Inc.,Case NO:0:13-cv-61870-Scola/Otazo-Reyes,filed in United States District Court for the Southern District of Florida,Fort Lauderdale Division.ADA lawsuit.Thepartieshave dismissed thiscasewith prejudice inaccordance with FederalRuleofCivil Procedure 41(a)(l)(A)(ii).Dismissal with prejudice,ECF No.66)onDecember19,2014. 9.MariaCarolinaCortinas;GustavoL.Cortinas(EstateofJoseA.Scott),FileNo.1085-0565-00 /Claim# 7030087022 April 22,2015.Preliminarydiscovery-Auto Accident 42 LIST OF PROPOSED SUB CONSULTANTS/SUBCONTRACTORS AND PRINCIPAL SUPPLIERS "Comprehensive Plan andLand Development Code Revision" RFQ#PL20l6-09 Respondent shall list all proposedsub consultants/subcontractors,if subcontractors are allowed bytheterms of this RFQ to be used on this project if they are awarded the Contract. Classification of Work Subcontractor Name Address Telephone,Fax& Email Planning/Forecasting *No Subconsultan :s will be used LandUseRegulations Analysis *No Subconsultan ts will be used General Research *No Subconsultan ts will be used Other: *No Subconsultan ts will be used Thislist shall be provided totheCityofSouth Miami bythe apparent lowest responsive and responsible Bidder withinfive(5)businessdaysafterBidOpening. Thomas F.Pepe 02-23-IS END OF SECTION 18 43 NON COLLUSION AFFIDAVIT STATE OF FLORIDA ) ) COUNTY OF MIAMI-DADE ) Shelley Eichner,AICP being first dulysworn,deposes and states that:,. (1)He/She/They is/are the SeniorVicePresident (Owner,Partner,Officer,Representative or Agent)of Calvin,Giordano&Assocaites>Inc.the Respondent thathas submitted the attached Proposal; (2)He/She/They is/are fully informed concerning thepreparationandcontentsofthe attachedProposalandofall pertinent circumstancesconcerningsuchProposal; (3)Such Proposalisgenuineandisnota collusive orshamProposal; (4)Neitherthe said Respondentnoranyofits officers,partners,owners,agents, representatives,employees orpartiesininterest,including this affiant,haveinany waycolluded,conspired,connivedoragreed,directly or indirectly,withany other Respondent,firm,orpersontosubmita collusive or shamProposalinconnection withthe Work forwhichtheattachedProposalhasbeensubmitted;or torefrain from Bidding orproposinginconnectionwithsuchWork;orhaveinanymanner, directly or indirectly,soughtby agreement or collusion,orcommunication,or conferencewithanyRespondent,firm,or personto fix anyoverhead,profit,or cost elementsofthe Proposal orof any other Respondent,orto fix any overhead,profit, or costelementsoftheProposalPriceortheProposalPriceofany other Respondent,or tosecurethroughany collusion,conspiracy,connivance,or unlawful agreementany advantage against (Recipient),oranypersoninterestedinthe proposed Work; (5)Thepriceor prices quotedintheattached Proposal are fair andproperandarenot taintedbyany collusion,conspiracy,connivance,or unlawful agreementonthepart ofthe Respondent oranyotherofits agents,representatives,owners,employees or partiesof interest,including this affiant. SigtfecDspaled ajffd delivered In the presence of: Wffnessf Shelley Eicher,AICP,Senior Vice President Print Name and Title 04/25/2016 Date Thomas F.Pepe 02-23-15 19 44 ACKNOWLEDGEMENT STATE OF FLORIDA COUNTY OF MIAMI-DADE On this the d ->day of CLP^LA 20 '&,before me,the undersigned Notary Public oftheStateof Florida,personally appeared (Name(s)ofindividuals)whoappeared before notary)JhiJ\jh.i (Z-lCJi^nP^and whose name(sj is/are Subscribed tc/the within instrument,and he/she/they acknowledge that he/she/they executed it. WITNESS seal. NOTARY PUBLIC: SEAL OF OFFICE: my and official 4¥&CHI*'STINE CATAIANO^(iffiif*-Commission #FF 920295 vSHkf My Commission Expires-••--•—«v"irrr«u«a WSwErJ My CorT>mission Expires _/<',&?»*September 21.2019 Thomas F.Pepe 02-23-15 ^^^^Notary Public,Stateof Florida Qui fen it 0n±a.lcufU> (NameofNotary Public:Print,Stamp or type as commissioned.) 20 s Personally known tome,or Personal identification: Type ofIdentificationProduced Did take an oath,or Did Not take an oath. 45 PUBLIC ENTITY CRIMES AND CONFLICTS OF INTEREST PursuanttotheprovisionsofParagraph(2)(a)ofSection 287.133,FloridaStateStatutes -"A personor affiliate whohasbeenplacedonthe convicted vendorlist following a conviction fora public entitycrimemaynotsubmita Proposal orbidona Contract toprovideanygoods or servicestoa public entity,may notsubmita Bid orproposalfora Contract witha public entity fortheconstructionofrepairofa public building or public work,may not submitbids or proposalsonleases or realpropertytoa public entity,may notbeawardedtoperform Work asa RESPONDENT,Sub-contractor,supplier,Sub-consultant,or Consultant undera Contract withany public entity,and may nottransact business withany public entityinexcessofthe thresholdamountCategoryTwoofSection 287.017,FloridaStatutes,forthirtysix(36)months fromthe date ofbeingplacedon the convicted vendor list". Theawardofany contract hereunderissubjecttothe provisions ofChapter 112,FloridaState Statutes.RespondentsmustdisclosewiththeirProposals,thenameofany officer,director, partner,associateoragentwhoisalsoan officer oremployeeoftheCityofSouth Miami orits agencies. SWORN STATEMENT PURSUANT TO SECTION 287.133 (3)(a), FLORIDA STATUTES.ON PUBLIC ENTITY CRIMES THIS FORM MUST BE SIGNED AND SWORN TO IN THE PRESENCE OF A NOTARY PUBLIC OR OTHER OFFICIAL AUTHORIZED TO ADMINISTER OATHS. I.This sworn statement is submitted to CityofSouthMiami [printnameof the publicentity] by Shelley Eichner,AICP,Senior Vice President [print individual's nameandtitle] for Calvin,Giordano &Associates,Inc. [printnameofentity submitting sworn statement] whose business address is *80°Eller Drive,Suite 600 Ft.Lauderdale,FL 33316 and(if applicable)itsFederal Employer Identification Number (FEIN)is 65-0013869 (Iftheentityhasno FEIN,include the Social SecurityNumberof the individual signing this sworn statement •) 2.I understandthata"publicentity crime"asdefinedin Paragraph 287.133 (l)(g), Florida Statutes,meansaviolationofanystateorfederallawbyapersonwith respect toanddirectlyrelatedtothetransactionofbusinesswithany public entity or withan agency or politicalsubdivisionofany other state or oftheUnitedStates,including,but not limited to,anybid,proposalor contract forgoodsorservicestobeprovidedto Thomas F.Pepe 02-23-15 21 46 any public entityor an agency or political subdivision ofanyotherstateoroftheUnited Statesand involving antitrust,fraud,theft,bribery,collusion,racketeering,conspiracy,or material misrepresentation. I understandthat "convicted"or"conviction"asdefinedin Paragraph 287.133 (I) (b),Florida Statutes,meansa finding ofguiltoraconvictionofapublic entity crime,with or without an adjudication of guilt,inany federal orstate trial court ofrecordrelating to charges brought by indictment or information after July I,1989,asa result ofajury verdict,non-jury trial,orentryofa plea of guilty ornolocontendere. I understand that an "affiliate"asdefinedin Paragraph 287.133 (I)(a),Florida Statutes,means: (a)Apredecessororsuccessorofapersonconvictedofa public entity crime;or (b)Anentity under the control ofanynaturalperson who isactivein the managementoftheentityandwhohasbeenconvictedofa public entity crime.The term "affiliate"includes those officers,directors*executives, partners,shareholders,employees,members,andagents who areactivein the managementofan affiliate.Theownershipbyoneperson of sharesconstituting acontrolling interest inanyperson,orapoolingof equipment or income among personswhen not for fair market valueunderanarm'slengthagreement,shall beaprima facie casethatonepersoncontrolsanotherperson.Aperson who knowingly enters intoajoint venture withaperson who has been convicted of a public entitycrimein Florida duringthepreceding36 months shall beconsidered an affiliate. I understandthata"person"asdefinedin Paragraph 287.133 (I)(e),Florida Statutes,meansanynaturalpersonor entity organizedunderthelawsofanystateorof theUnitedStateswiththe legal powertoenterintoa binding contract andwhichbids or proposalorapplies to bidorproposalon contracts fortheprovisionofgoodsor servicesletbyapublicentity,or which otherwise transactsorappliestotransact businesswithapublicentity.The term "person"includes those officers,directors, executives,partners,shareholders,employees,members,andagents who areactivein management ofan entity. Based on information and belief,the statement which I have marked below is true in relationtotheentitysubmittingthissworn statement.[Indicate which statement applies.] X Neither the entity submitting this sworn statement,nor any of its officers, directors,executives,partners,shareholders,employees,members,or agents whoare active in the management oftheentity,nor any affiliate oftheentity has been charged withandconvictedofa public entitycrimesubsequentto July I,1989. Theentitysubmittingthissworn statement,oroneor more ofitsofficers, directors,executives,partners,shareholders,employees,members,or agents whoare activeinthemanagementoftheentity,oran affiliate oftheentityhasbeen charged with andconvictedofapublicentitycrime subsequent to July 1,1989. Thomas F.Pepe 02-23-15 22 47 Theentitysubmittingthisswornstatement,oroneormoreofitsofficers, directors,executives,partners,shareholders,employees,members,or agents whoare activeinthe management df the entity,or an affiliate oftheentity has been charged with and convicted ofa public entitycrime subsequent of July I,1989.However,there has beenasubsequentproceedingbeforea Hearing OfficeroftheStateof Florida,Division of Administrative Hearings andthe Final Orderenteredbythe Hearing Officer determined thatitwasnotinthe public interestto place theentity submitting this sworn statement ontheconvictedvendor list,[attach acopyofthe final order.] I UNDERSTAND THAT THE SUBMISSION OF THIS FORM TO THE CONTRACTING OFFICER FOR THE PUBLIC ENTITY INDENTIFIED IN PARAGRAPH I (ONE)ABOVE IS FOR THAT PUBLIC ENTITY ONLY,AND THAT THIS FORMIS VALID THROUGH DECEMBER 31 OF THE CALENDAR YEAR IN WHICH IT IS FILED.I ALSO UNDERSTAND THAT I AM REQUIRED TO INFORM THEPUBLIC ENTITY PRIOR TO ENTERING INTO A CONTRACT IN EXCESS OF THE THRESHOLD AMOUNT PROVIDED IN SECTION 287.017,FLORIDA STATUTES.FOR CATEGORY TWO OF ANY CHANGE IN THE INFORMATION CONTAINED IN THIS FORM. [Signature] Sworn to and subscribed before me this ^^day of Cd,pMS(J?.20 /Co. Personally known \/ OR Produced identification Notary Public-State of My commission expires A LP f~0**J*JA-£I,&01 °l (Typeofidentification) (Printed,typed orStamped commissioned FormPUR7068 (Rev.06/11/92 Name of notary public IjhAlOU/)^(„&X*JuLAJ% Thomas F.Pepe 02-23-15 23 *$3N CHRISTINE CATALANO *&*>&%Commission #FF 920295 -vwmA&i Mv CommissionExpires ^Ssy September 21.2019 48 DRUG FREE WORKPLACE Whenever two or more Bids or Proposalswhichareequalwith respect toprice,qualityand servicearereceivedbytheState or byany political subdivisions for the procurement of commodities or contractualservices,a Bid orProposalreceivedfromabusiness that certifies that ithasimplementedadrug-freeworkplaceprogram shall begiven preference inthe award process.Established procedures forprocessingtie Bids orProposalsshallbefollowedif none ofthetied vendors haveadrug-freeworkplaceprogram.In order tohaveadrug-free workplace program,a business shall: 1)Publish a statement notifying employeesthat the unlawful manufacture, distribution,dispensing,possession,or useofa controlled substance is prohibitedin the workplaceand specifying theactions that shallbetakenagainst employeesforviolationsofsuchprohibition. 2)Informemployees about thedangersofdrugabuseintheworkplace,the business*policy of maintaining a drug-free workplace,any available drug counseling,rehabilitation,andemployeeassistanceprograms,andthepenalties that maybeimposeduponemployeesfordrugabuseviolations. 3)Giveeach employee engagedinprovidingthe commodities or contractual services that are under Bid acopyofthe statement specifiedinSubsection (I). 4)In the statement specified inSubsection(I),notifytheemployees,that,asa conditionofworkingofthecommoditiesor contractual services that are under Bid,heemployeeshallabidebythetermsof the statement andshallnotify the employeeofanyconvictionof,or pleaofguiltyor nolo contendere to,any violationof Chapter 893 or ofanycontrolledsubstancelawoftheUnitedStates or anystate,fora violation occurringintheworkplacenolaterthan five (5) businessdays after suchconviction. 5)Imposeasanctionon,orrequirethe satisfactory participationinadrugabuse assistance or rehabilitationprogram,ifsuchis available intheemployee's community,byanyemployee who issoconvicted. 6)Makeagoodfaithefforttocontinuetomaintaina drug-free workplace through implementation ofthissection. Asthepersonauthorizedtosignthestatement,I certifythatthisfirmcomplies fully withthe above requirements. RESPONDENTS Signature:J^^l/JjUy C/cJ<^ Print Name:Shelley Eichner,AICP Date:April 25,2016 Thomas F.Pepe 02-23-15 24 49 ACKNOWLEDGEMENT OF CONFORMANCE WITH OSHA STANDARDS TO THE CITY OF SOUTH MIAMI We,Calvin,Giordano &Associates.Inc (Name of CONTRACTOR),hereby acknowledge andagree that as CONTRACTOR forthe "Comprehensive Plan and Land Development Code Revision"projectas specified havethesole responsibility for compliancewith ail the requirements oftheFederalOccupational Safety andHealthActof 1970,andallStateandlocalsafetyandhealth regulations,andagreeto indemnify andhold harmless the City of South Miami and N/A (Consultant)against anyandall liability,claims, damages,lossesandexpensesthey may incurduetothe failure of(Sub-contractor's names): to comply withsuch act or regulation. CONTRACTOR BY:ShelleyEichner,AICP Name Senior Vice President Title Thomas F.Pepe 02-23-15 25 50 AFFIDAVIT CONCERNING FEDERAL AND STATE VENDOR LISTINGS The person,or entity,whoisrespondingtotheCity'ssolicitation,hereinafter referred to as "Respondent",mustcertify that theRespondent'snameDoes Not appearontheStateof Florida,Department ofManagementServices,"CONVICTED,SUSPENDED, DISCRIMINATORY FEDERAL EXCLUDED PARTIES and COMPLAINTS VENDOR LISTINGS". If the Respondent's nameDoesappearon one or all the"Listings"summarizedbelow, Respondentsmust"Checkif Applies"nexttothe applicable "Listing."The "Listings"canbe accessedthroughthe following linktotheFlorida Department ofManagementServiceswebsite: http://www.dms'myflortda.com/business operations/state purchasing/vendorinformati on/convictedsuspendeddiscriminatory complaintsvendor lists DECLARATION UNDER PENALTY OF PERJURY I,Shelley Eichner,AICP (hereinafter referred to as the "Declarant")state,under penaltyofperjury,that thefollowing statements are true and correct: (1)I represent the Respondent whosenameisN/A . (2)I havethe following relationshipwiththeRespondentSeniorVice President (Owner (ifRespondentisasoleproprietor),President(ifRespondentisacorporation)Partner(if Respondent isapartnership),General Partner (if Respondent isa Limited Partnership)or Managing Member(ifRespondentisa Limited Liability Company). (3)I have reviewed theFlorida Department of Management Services website at the followingURL address: http://www.dms.myflorida.com/business_operations/state_purchasing/vendoMnformation/convi cted_suspended_discriminatory_complaints_vendorJists (4)I have entered an "x"or acheckmarkbesideeachlisting/categorysetforthbelowifthe Respondent'snameappearsinthelistfoundontheFlorida Department of Management Serviceswebsiteforthatcategory or listing.If I didnot enter amarkbesidea listing/category it means that I amattestingtothefact that theRespondent'snamedoesnotappearonthe listing for that categoryintheFlorida Department of Management Serviceswebsiteasofthedateof this affidavit. Check if Applicable Convicted Vendor List Suspended Vendor List Discriminatory Vendor List FederalExcludedPartiesList Vendor Complaint List FURTHER DECLARANT SAYETH NOT. Shelley Eichner,AICP (Printnameof Declarant) By:^JkMJLO l j^U^_ /(Signature of Declarant) ACKNOWLEDGEMENT STATE OF FLORIDA ) COUNTY OF MIAMI-DADE ) Thomas F.Pepe 02-23-15 26 51 On this the /Tib day of authority,personally appeared _ /personally know to me or who provided the following identification whotookanoathor affirmed thatthat he/she/they pxecujeo^the foregoing Affidavit asthe Declarant. QjqHaJI. WITNESS myhandand official seal. NOTARY PUBLIC: SEAL ^$8k CHRISTINE CATALANO sVAVs Commission #FF 920295 WXudtipi MV Commission Expires .SSBft^September 21.2019 Thomas F.Pepe 02-23-15 20.)w,before me,the undersigned HA pAC-kjUA^who Notary Pubnc.^Srate-offl^ mLuu C&TaU___) (NameofNotary Public:Print, Stamp or typeascommissioned.) IS and 27 52 RELATED PARTY TRANSACTION VERIFICATION FORM I Shelley Eichner,AICP ,individually and on behalf of Calvin,Giordano &Assoc ("Firm")have Name of Representative CompanylVendorlEntity read theCityofSouth Miami ("City")'s Codeof Ethics,Section8A-Iof theCity'sCodeof Ordinances and I hereby certify,under penalty of perjury thattothebestof myknowledge,informationandbelief: (1)neither I northe Firm have anyconflictofinterest (as defined insection8A-I)with regard tothecontractorbusinessthat I,and/orthe Firm,am(are)abouttoperform for,ortotransact with,the City,and (2)neither I noranyemployees,officers,directorsofthe Firm,noranyonewhohasa financial interestgreaterthan 5%inthe Firm,hasany relative(s),asdefinedinsection 8A-1,whoisan employeeoftheCityorwho is(are)anappointedorelected official oftheCity,orwho is(are) a member ofanypublic body created bytheCity Commission,i.e.,aboardor committee of the City,[whiletheethicscode still applies,ifthepersonexecutingthisformisdoingsoonbehalf ofa firm whose stock is publicly traded,thestatementinthissection(2)shall bebasedsolely onthesignatory'spersonal knowledge andhe/sheisnotrequired to makean independent investigationas to the relationship of employees or those who havea financial interest in the Firm.];and (3)neither I northe Firm,noranyonewho has a financial interestgreaterthan 5%inthe Firm, norany member of those persons'immediate family (i.e.,spouse,parents,children,brothers andsisters)hastransactedor entered intoanycontract(s)withtheCityorhasa financial interest,directorindirect,inanybusinessbeingtransactedwith the city,orwithanypersonor agencyactingfor the city,other thanasfollows: (use(ifnecessary,useaseparatesheettosupply additional information thatwillnotfitonthis line;however,youmustmakereference,ontheabove line,tothe additional sheet and the additional sheet must besignedunder oath),[whilethe ethics codestill applies,ifthepersonexecutingthisformis doing soonbehalfofa firm whose stock is publicly traded,the statement inthissection(3)shall bebasedsolelyonthesignatory'spersonal knowledge and he/she is not required tomakean independent investigationas to the relationshipof those who havea financial interest inthe Firm.];and (4)noelectedand/orappointed official or employee oftheCity of South Miami,oranyoftheir immediate family members (i.e.,spouse,parents,children,brothersandsisters)hasa financial interest,directlyor indirectly,inthecontract between youand/oryour Firm andtheCity other thanthe following individuals whose interest issetforthfollowingtheiruseaseparate names: (if necessary,useaseparate sheet tosupply additional informationthatwillnotfitonthis line; however,you must make reference,on the aboveline,to the additional sheet andthe additional sheet must besigned under oath).Thenamesof all City employees andthatof all electedand/orappointedcity officials orboardmembers,whoown,directlyor indirectly,an interest offive percent (5%)or more ofthetotalassetsof capital stock in the firmareas follows: Thomas F.Pepe 02-23-15 28 53 (ifnecessary,useaseparate sheet tosupply additional informationthatwill not fitonthisline; however,you must make reference,on the aboveline,to the additional sheet and the additional sheetmustbesignedunder oath),[while theethicscode still applies,iftheperson executing thisformisdoingsoonbehalfofafirm whose stock is publicly traded,the statement inthissection(4)shall bebasedsolelyonthe signatory's personal knowledgeand he/she is not requiredtomakean independent investigation astothe financial interestin the Firm ofcity employees,appointed officials or theimmediate family members ofelectedand/orappointed official or employee.] (5)I andthe Firm furtheragree not touseorattempttouseanyknowledge,propertyor resource whichmaycometousthroughour position oftrust,orthroughourperformanceof ourdutiesunderthetermsofthecontractwiththeCity,tosecurea special privilege,benefit, or exemption forourselves,orothers.We agreethatwemaynotdiscloseoruseinformation, not available tomembersofthe general public,forour personal gain orbenefitorforthe personal gain orbenefitofany other personor business entity,outsideofthenormal gain or benefit anticipatedthrough the performanceofthecontract. (6)I andthe Firm herebyacknowledgethatwe have notcontractedortransactedanybusiness withtheCityoranypersonoragency acting fortheCity,andthatwehave not appearedin representationofanythirdpartybeforeany board,commissionor agency oftheCitywithin thepast two years otherthanas follows: (ifnecessary,useaseparatesheettosupply additional informationthat will not fitonthis line;however,you must makereference,on the above line,totheadditional sheet andthe additional sheetmustbe signed under oath).X:\PurchasingWendor Registration 12.28.12 RELATED PARTYTRANSACTION VERIFICATION FORM [3].docx (7)Neither I noranyemployees,officers,or directors ofthe Firm,noranyoftheir immediate family (i.e.,asaspouse,son,daughter,parent,brotheror sister)is related by blood or marriage to:(i)any memberoftheCity Commission;(ii)any city employee;or (iii)any memberofany boardor agency oftheCityother than as follows: -(ifnecessary,usea separate sheet tosupply additional informationthatwillnotfitonthis line;however,youmustmake reference,ontheabove line,tothe additional sheetandthe additional sheetmustbe signed under oath),[while theethicscode still applies,iftheperson executing thisformis doing soon behalfofafirm whose stock is publicly traded,the statement inthissection(7)shall be based solelyonthe signatory's personal knowledge and he/sheisnot required tomakean independent investigation astothe relationship bybloodor marriage ofemployees,officers,or directorsofthe Firm,orofanyoftheir immediate family toany appointed orelected officials of the City,ortotheirimmediate family members]. (8)No Other Firm,noranyofficersordirectorsofthat Other Firm oranyonewhohasa financial interestgreaterthan5%inthat Other Firm,noranymemberofthose persons' immediate family (i.e.,spouse,parents,children,brothersand sisters)noranyofmyimmediate family members(hereinafterreferredtoas "Related Parties")hasrespondedtoa solicitation by theCityinwhich I orthe Firm that I representoranyonewho has a financial interestgreater than 5%inthe Firm,orany member ofthosepersons'immediate family (i.e.spouse,parents, children,brothersandsisters)havealsoresponded,otherthanthe following: Thomas F.Pepe 02-23-15 29 54 (ifnecessary,useaseparate sheet tosupplyadditionalinformation that will not fit onthisline;however,you must makereference,ontheaboveline,to the additional sheet and the additional sheetmustbe signed under oath),[while the ethicscode still applies,ifthe person executing thisformisdoingsoonbehalfofafirm whose stock is publicly traded,the statement inthissection(8)shall bebasedsolelyonthesignatory'spersonalknowledgeand he/she is not required to makean independent investigationinto the Other Firm,or the Firm he/sherepresents,astotheirofficers,directorsoranyonehavinga financial interestin those Firms or anyoftheirany member of those persons'immediate family.] (9)I and the Firm agreethat we areobligatedto supplement thisVerificationFormandinform the City of any changeincircumstancesthatwouldchange our answers tothis document. Specifically,aftertheopeningofanyresponsestoa solicitation,I andthe Firm havean obligation to supplement thisVerificationFormwiththenameof all Related Parties who have also responded to the samesolicitationandtodisclosetherelationshipof those partiestome and the Firm. (10)A violation oftheCity's Ethics Code,the giving ofany false information orthe failure to supplementthis Verification Form*maysubjectmeorthe Firm toimmediateterminationofany agreement with the City,andtheimpositionofthemaximumfineand/orany penalties allowed by law.Additionally,violations maybeconsideredbyandsubjecttoactionbythe Miami-Dade CountyCommissionon Ethics.Under penalty of perjury,I declarethat I havemadea diligent effortto investigate thematterstowhich I amattestinghereinaboveandthatthe statements madehereinabovearetrueand correct tothebest of myknowledge,informationandbelief. Signature:yQJ^GX^^/^Lj Print Name &Title:Shelley Eichner,AICP,Senior Vice President Date:04/25/2016 Thomas F.Pepe 02-23-15 30 55 Sec.8A-I.-Conflict of interest and code of ethics ordinance. (a)Designation. Thissection shall bedesignatedandknownas the "CityofSouth Miami Conflictof Interest and Code of Ethics Ordinance."Thissection shall be applicable to all citypersonnelasdefined below,and shall also constitute a standard of ethical conduct and behavior for all autonomous personnel,quasi-judicial personnel,advisorypersonnelanddepartmentalpersonnel.The provisionsofthissectionshallbeappliedinacumulativemanner.Bywayofexample,and not as alimitation,subsections(c)and(d)maybeappliedtothesame contract or transaction. (b)Definitions.For the purposes ofthis section the followingdefinitionsshallbeeffective: (1)Theterm "commission members"shall refertothe mayor andthemembersofthecity commission. (2)Theterm"autonomouspersonnel"shall refertothemembersofautonomousauthorities, boardsand agencies,suchasthecitycommunityredevelopment agency andthehealth facilities authority. (3)Theterm "quasi-judicial personnel"shall refertothe members ofthe planning board,the environmentalreviewand preservation board,the code enforcement boardandsuch other individuals,boards and agenciesofthecityasperform quasi-judicial functions. (4)Theterm "advisory personnel"shall refertothe members ofthosecity advisory boardsand agencies whosesoleor primary responsibility isto recommend legislation orgive advice tothe city commission. (5)Theterm"departmentalpersonnel"shall refertothecity clerk,thecity manager, department heads,thecityattorney,and all assistants tothecity clerk,citymanagerandcity attorney,however titled. (6)Theterm "employees"shall referto all other personnel employed bythe city. (7)Theterm "compensation"shall referto any money,gift,favor,thing ofvalueor financial benefit conferred,or to be conferred,in return for services rendered or to be rendered. (8)Theterm "controlling financial interest"shall referto ownership,directly or indirectly,of ten percent or more oftheoutstanding capital stockinany corporation or a direct or indirect interestoftenpercentormoreina firm,partnership,orother business entityatthetimeof transactingbusinesswiththecity. (9)Theterm "immediate family"shall refertothe spouse,parents,children,brothers and sistersof the person involved. (10)Theterm "transact any business"shall refertothe purchase or sale by thecityof specific goodsorservicesforconsiderationandto submitting a bid,aproposalinresponsetoa RFQ,a statement of qualifications inresponsetoa request bythecity,orenteringinto contract negotiations for the provision onany goods or services,whichever first occurs. (c)Prohibitionon transacting businesswiththe city. Noperson included inthetermsdefinedinparagraphs (b)(1)through(6)andin paragraph (b)(9)shall enter intoany contract or transactany business inwhichthatperson or amember of the immediate family hasa financial interest,direct orindirectwiththecityoranyperson or agencyactingfor the city,andanysuch contract,agreement orbusiness engagement entered in violation of this subsection shall render the transaction voidable.Willful violation of this subsection shall constitute malfeasanceinofficeandshallaffect forfeiture ofoffice or position. Nothinginthissubsection shall prohibitormake illegal: (I)Thepaymentoftaxes,special assessmentsorfeesforservicesprovidedbythecity government; Thomas F.Pepe 02-23-15 31 56 (2)The purchase ofbonds,anticipation notesorother securities thatmaybeissuedbythecity throughunderwriters or directlyfromtimetotime. Waiver of prohibition.Therequirementsofthissubsection may bewaivedforaparticular transactiononlybyfour affirmative votesofthecity commission afterpublichearingupon finding that; (1)An open-to-all sealedcompetitiveproposalhasbeensubmittedbyacitypersonas defined inparagraphs(b)(2),(3)and(4); (2)Theproposalhasbeensubmittedbyapersonor firm offering serviceswithinthescopeof thepracticeofarchitecture,professional engineering,orregistered land surveying,asdefinedby thelawsofthestateandpursuanttothe provisions oftheConsultants'Competitive NegotiationAct,andwhentheproposalhasbeensubmittedbyacity person definedin paragraphs (b)(2),(3)and(4); (3)Thepropertyorservicestobe involved intheproposedtransactionareuniqueand the city cannot avail itselfofsuch property or services without entering a transaction whichwould violatethissubsectionbutforwaiverofits requirements;and (4)Thattheproposedtransaction will beinthebest interest ofthe city. Thissubsection shall be applicable onlytoprospectivetransactions,andthecitycommission mayinnocaseratifya transaction entered inviolationofthis subsection. Provisions cumulative.This subsection shall be taken to be cumulative and shall not be construed toamend or repealany other lawpertainingtothesame subject matter. (d)Further prohibition on transacting business with the city. No person includedinthe terms definedinparagraphs (b)(1)through(6)andinparagraph (b)(9)shall enter intoany contract or transact anybusinessthroughafirm,corporation, partnershiporbusinessentityinwhichthatpersonoranymemberoftheimmediate family has a controlling financial interest,direct or indirect,with the city or any person or agencyacting forthecity,andanysuch contract,agreement orbusinessengagement entered inviolationof thissubsectionshall render the transaction voidable.Theremainingprovisionsof subsection (c) will alsobeapplicable to thissubsectionasthough incorporated by recitation. Additionally,no person includedin the term definedinparagraph (b)(1)shall vote on or participate inanywayinany matter presented tothecitycommissionif that person hasanyof the following relationships withanyofthepersonsorentitieswhichwouldbe or mightbe directly or indirectlyaffectedbyanyactionofthecitycommission: (I)Officer,director,partner,ofcounsel,consultant,employee,fiduciary or beneficiary;or (2)Stockholder,bondholder,debtor,orcreditor,ifinanyinstancethetransaction or matter wouldaffectthe person definedinparagraph (b)(1)inamannerdistinctfrom the manner in whichitwouldaffectthepublicgenerally.Anypersonincludedinthe term definedinparagraph (b)(I)whohasanyofthe specified relationshipsorwhowould or might,directly or indirectly, realizeaprofitby the actionofthecitycommissionshall not vote on or participate inanyway in the matter. (E)Gifts. (l)Definition.Theterm "gift"shallrefertothetransferof anything ofeconomic value,whether in theformofmoney,service,loan,travel,entertainment,hospitality,item or promise,or inany other form,without adequate andlawful consideration. (2)Exceptions.The provisions ofparagraph (e)(1)shall not applyto: a.Political contributions specifically authorizedby state law; b.Giftsfromrelatives or members ofone'shousehold,unlessthe person isa conduit onbehalf ofathirdpartytothedeliveryofagift that isprohibitedunderparagraph(3); c.Awardsfor professional or civic achievement; Thomas F.Pepe 02-23-15 32 57 d.Material suchasbooks,reports,periodicals or pamphlets which aresolely informational or of an advertising nature. (3)Prohibitions.Apersondescribedin paragraphs (b)(1)through(6)shall neithersolicitnor demand anygift.Itisalso unlawful foranyperson or entity to offer,give or agree to give to any person included in theterms defined in paragraphs (b)(1)through (6),orfor any person includedinthetermsdefinedinparagraphs (b)(1)through(6)toaccept or agreeto accept from another person or entity,anygift for or becauseof: a.Anofficialpublic action taken,or to betaken,or whichcouldbe taken,or an omission or failureto take apublicaction; b.A legal duty performed or tobeperformed,orwhichcouldbeperformed,oranomission or failure to perform alegalduty; c.A legal dutyviolated or tobeviolated,orwhichcouldbeviolatedbyanypersonincludedin thetermdefinedin paragraph (b)(1);or d.Attendance or absence fromapublicmeetingatwhich official actionistobetaken. (4)Disclosure.Anyperson included inthetermdefinedinparagraphs (b)(1)through(6)shall discloseany gift,or seriesof gifts fromanyonepersonorentity,having avalueinexcessof $25.00.Thedisclosureshallbemadeby filing acopyofthedisclosureformrequiredby chapter 112,Florida Statutes,for "local officers"withthecityclerk simultaneously withthe filing oftheformwiththeclerkofthe county andwith the Florida Secretary of State. (f)Compulsory disclosureby employees of firms doingbusiness with the city. Shouldanypersonincludedintheterms defined inparagraphs (b)(1)through(6)beemployed bya corporation,firm,partnership or business entityinwhich that personortheimmediate family does nothaveacontrolling financial interest,andshouldthecorporation,firm, partnership or businessentityhavesubstantialbusiness commitments to or from the city or any cityagency,or besubjecttodirectregulationbythecityoracityagency,thenthepersonshall filea sworn statement disclosing suchemploymentand interest withtheclerkofthecity. (g)Exploitation of official position prohibited. Nopersonincludedinthetermsdefinedinparagraphs(b )(l)through(6)shall corruptlyuse or attempt tousean official positiontosecurespecial privileges or exemptionsforthatperson or others. (h)Prohibition onuse of confidential information. No person includedinthetermsdefinedinparagraphs (b)(1)through(6)shall accept employment orengageinanybusiness or professionalactivitywhichonemight reasonablyexpectwouldrequireorinduceoneto disclose confidential information acquiredby reasonofan official position,nor shall thatpersoninfacteverdisclose confidential information garnered or gainedthroughan official positionwiththe city,norshallthatpersoneverusesuch information,directly or indirectly,forpersonal gain or benefit. (i)Conflicting employment prohibited. Noperson included inthetermsdefinedin paragraphs (b)(1)through(6)shall accept other employment whichwouldimpairindependenceofjudgmentintheperformanceofany public duties. (j)Prohibition on outside employment. (I)No person includedinthetermsdefinedinparagraphs(b)(6)shallreceiveanycompensation forservicesasanofficeroremployeeofthecityfromany source other thanthecity,except as maybe permitted as follows: a.Generally prohibited.No full-time cityemployee shall acceptoutside employment,either incidental,occasional or otherwise,where citytime,equipment or materialistobeused or where such employment oranypart thereof istobe performed oncitytime. Thomas F.Pepe 02-23-15 33 58 b.When permitted.A full-time cityemployeemay accept incidental or occasional outside employmentsolongassuchemploymentisnotcontrary,detrimental or adversetothe interest ofthecityoranyofitsdepartmentsandthe approval requiredinsubparagraphc.isobtained. c.Approval of department head required.Any outside employment byanyfull-timecity employeemustfirstbeapproved in writingbytheemployee'sdepartmentheadwhoshall maintaina complete record ofsuch employment. d.Penalty.Anypersonconvictedof violating anyprovisionofthissubsection shall bepunished asprovidedinsection I-11 ofthe Code of Miami-Dade Countyand,inaddition shall be subject to dismissal bytheappointingauthority.Thecitymayalsoassessagainstaviolatorafine not to exceed $500.00andthecostsofinvestigationincurredbythecity. (2)All full-time cityemployeesengagedinanyoutsideemploymentforanyperson,firm, corporation or entity other thanthecity,or anyofitsagenciesorinstrumentalities,shallfile, under oath,anannual report indicating the source of the outside employment,the nature of the work beingdoneandanyamountofmoney or other consideration receivedbythe employeefromtheoutsideemployment.Cityemployee reports shall be filed with the city clerk.The reports shall be available atareasonabletimeandplaceforinspectionby the public. Thecity manager may require monthly reports from individual employees or groups of employeesforgoodcause.. (k)Prohibited investments. Noperson included inthe terms definedin paragraphs (b)(1)through(6)or amemberofthe immediate family shall havepersonalinvestmentsinany enterprise which will create a substantialconflictbetweenprivateinterestsandthe public interest (I)Certain appearances and payment prohibited. (1)Noperson included inthe terms definedinparagraphs (b)(1),(5)and(6)shall appearbefore anycityboard or agencyandmakea presentation onbehalfofathird person with respect to any matter,license,contract,certificate,ruling,decision,opinion,rate schedule,franchise,or other benefitsoughtbythethirdperson.Nor shall thepersonreceiveanycompensation or gift,directly or indirectly,forservices rendered toathirdperson,whohas applied for or is seeking some benefitfromthecity or acity agency,in connection withtheparticularbenefit soughtbythethirdperson.Nor shall thepersonappearinany court or beforeany administrative tribunal ascounselor legal advisortoapartywhoseeks legal relieffromthecity or acityagencythrough the suitinquestion. (2)Noperson included inthetermsdefinedinparagraphs (b)(2),(3)and(4)shall appearbefore the citycommission or agencyonwhich the personserves,either directly or through an associate,andmakea presentation onbehalfofathirdpersonwith respect toany matter, license,contract,certificate,ruling,decision,opinion*rate schedule,franchise,or other benefit soughtby the thirdperson.Nor shall suchpersonreceiveanycompensationor gift,directly or indirectly,forservices rendered toathirdpartywhohasappliedfororisseekingsomebenefit fromthecitycommission or agencyonwhichthe person servesinconnectionwiththe particularbenefitsoughtbythethirdparty.Nor shall thepersonappearinany court or before any administrative tribunal ascounselor legal advisor toathirdpartywhoseeks legal relieffrom thecitycommissionoragencyonwhichsuchpersonservesthroughthesuitinquestion. (m)Actions prohibited when financial interests involved. Noperson included intheterms defined in paragraphs (b)(I)through(6)shall participatein any official actiondirectly or indirectly affecting abusinessinwhich that personorany member of the immediate family hasa financial interest A financial interest isdefinedinthis subsection to include,butnotbelimitedto,anydirectorindirect interest inany investment,equity,or debt. (n)Acquiring financial interests. Thomas F.Pepe 02-23-15 34 59 Noperson included intheterms defined in paragraphs (b)(1)through(6)shall acquirea financial interest in aproject,business entityorpropertyatatimewhenthepersonbelievesor has reasonto believe that the financial interestmaybe directly affected by official actions or by official actions bythecityorcity agency of which thepersonis an official,officer or employee. (0)Recommending professional services. Noperson included intheterms defined in paragraphs (b)(1)through (4)may recommendthe services of any lawyer or law firm,architector architectural firm,public relations firm,or any other personor firm,professional orotherwise,toassistinanytransaction involving thecityor anyofits agencies,providedthata recommendation may properly bemadewhenrequiredto be made bythedutiesof office andin advance ata public meeting attendedby other city officials,officers oremployees. (p)Continuing application after city service. (1)No person included intheterms defined in paragraphs (b)(1),(5)and (6)shall,foraperiod oftwoyearsafter his or hercityserviceoremploymenthas ceased,lobby anycity official [as definedinparagraphs (b)(1)through(6)]inconnectionwithany judicial or other proceeding,application,RFP,RFQ, bid,request forruling or other determination,contract,claim,controversy,charge,accusation, arrest or other particularsubject matter inwhichthecityoroneofitsagenciesisaparty or hasany interest whatever,whether direct or indirect.Nothingcontainedinthissubsectionshall prohibitany individual from submitting aroutine administrative requestor application toacity department or agencyduring the two-year periodafterhis or herservicehasceased. (2)The provisions ofthe subsection shall not appiy to persons who become employed by governmental entities,501(c)(3)non-profitentities or educationalinstitutions or entities,and wholobbyonbehalfof those entitiesin their official capacities. (3)Theprovisionsofthissubsection shall apply toallpersonsdescribedinparagraph(p)(l) whose cityservice or employment ceasedaftertheeffectivedateofthe ordinance fromwhich this section derives. (4)Nopersondescribedinparagraph(p)(l)whosecityserviceoremploymentceasedwithin twoyearspriortotheeffectivedateofthisordinance shall foraperiodoftwoyearsafterhis or her service or employment enter intoa lobbying contract tolobbyanycity official in connectionwithanysubjectdescribedin paragraph (p)(l)in which thecity or oneofits agenciesisaparty or hasanydirectandsubstantial interest;andinwhichhe or she participated directlyorindirectlythroughdecision,approval,disapproval,recommendation,the rendering of advice,investigation,or otherwise,duringhis or her cityservice or employment.A person participated "directly"where he or shewas substantially involved intheparticularsubject matter throughdecision,approval,disapproval,recommendation,the rendering ofadvice, investigation,or otherwise,duringhis or her cityservice or employment.A person participated "indirectly"whereheorshe knowingly participated inanywayintheparticularsubjectmatter throughdecision,approval,disapproval,recommendation,therenderingofadvice,investigation, or otherwise,duringhis or hercityserviceoremployment.All persons covered bythis paragraph shall executean affidavit onaformapprovedbythecity attorney prior to lobbying anycity official attesting that the requirementsofthissubsectiondonotprecludethepersonfrom lobbying city officials. (5)Any person who violates this subsection shallbe subject to the penalties provided in section 8A-2(p). (q)City attorney to render opinionson request. Wheneveranyperson included intheterms defined in paragraphs (b)(1)through(6)and paragraph(b)(9)isin doubt astothe proper interpretation orapplicationofthisconflictof interest andcodeofethicsordinance,or wheneveranypersonwhorendersservices to thecity Thomas F.Pepe 02-23-15 35 60 isin doubt astothe applicability ofthe ordinance that person,maysubmittothecity attorney a full written statement ofthefactsandquestions.Thecityattorney shall thenrenderanopinion tosuchpersonand shall publish theseopinionswithoutuseofthenameof the personadvised unlessthe person permitstheuseofaname. (Ord.No.6-99-1680,§2,3-2-99) Editor's note-Ord.No.6-99-1680,§I,adopted 3-2-99,repealed §§8A-Iand8A-2in their entirety and replaced themwithnew§§ 8A-Iand8A-2.Former §§8A-Iand8A-2pertainedtodeclarationofpolicyanddefinitions, respectively,andderivedfromOrd.No.634,§§I (I A-1),I (IA-2)adoptedJan.II,1969. Thomas F.Pepe 02-23-15 36 61 PRESENTATION TEAM DECLARATION/AFFIDVAIT OF REPRESENTATION Thisaffidavitis not required forcompliancewith the City'sSolicitation;however,itmaybe usedtoavoidtheneedto register membersofyour presentation teamaslobbyists.Pursuant toCityOrdinance 28-14-2206 (c)(9),anypersonwhoappearsasarepresentativeforan individual or firmforanoralpresentationbeforeaCity certification,evaluation,selection, technicalreview or similar committee,shalllistonanaffidavitprovidedby the Citystaff,all individuals whomaymakea presentation.The affidavit shallbe filed bystaffwiththe Clerk's office at the timethe committee's proposalissubmittedto the City Manager.Forthe purpose ofthissubsectiononly,thelistedmembersofthe presentation team,withtheexceptionofany person otherwise required to registerasa lobbyist,shall notberequiredtopayanyregistration fees.Noperson shall appear beforeanycommitteeonbehalfofananyoneunlesshe or shehas beenlistedas part of the firm's presentation teampursuanttothisparagraph or unlesshe or sheisregisteredwith the CityClerk's office asalobbyistandhaspaid all applicable lobbyist registration fees. Pursuantto '92.525(2),FloridaStatutes,the undersigned,Shelley Eichner,AICP,makesthe following declarationunderpenaltyofperjury: Listedbelowareall individuals whomaymakea presentation onbehalfoftheentity that the affiant represents.Pleasenote;No person shall appear before any committee on behalf of anyone unless he or she has been listed as part of the firm's presentation team pursuant to this paragraph or unless he or she is registered with the Clerk's office asa lobbyist andhaspaidall applicable lobbyist registration fees. NAME TITLE ShellyEichner,AICP,SeniorVicePresident RichardCannone,AICP,PlanningAdministrator SarahSinatra,AICP,Directorof Planning Robert Collins,AICP,Senior Planner Eric Czerniejewski,PE,TrafficDirector SandraLee,AICP,CEP,LEDAPBD+C,CFM,DirectorofEnvironmentalPlanning Patrick Gugurella,PE,ProjectEngineer Gianno Feoli,LandscapeDesigner v TimRodriguez,ITDirector MikeOropeza,GIS Specialist Forthepurposeofthis Affidavit ofRepresentationonly,thelistedmembersofthe presentation team,withthe exception ofany person otherwise required to register asa lobbyist,shall notberequiredtopayanyregistrationfees.The Affidavit of Representation shallbe filed withtheCityClerk'sofficeatthetimethe committee's proposalissubmittedtotheCityaspartofthe procurement process. Underpenaltiesofperjury,I declarethat I haveread the foregoingdeclarationand that thefactsstatedinitare true and specifically that thepersonslistedaboveare the members ofthe presentation teamoftheentitylistedbelow Executed this28 day ofApril ,2016. ^atureofRepi^nutiye Calvin,Giordano &AssociatesSheUeyEichner,AICP,Senior Vice President Prjnt name of entjty bejng represented Print Name and Title Thomas F.Pepe END OF SECTION 02-23-15 37 62 EXHIBIT #2 SUPPLEMENTAL INSTRUCTIONS AND PROPOSAL FORMAT FOR RESPONDENT "Comprehensive Plan and Land Development Code Revision'1 RFQ#PL20I609 I.Format and Content of RFQ Response Firms responding to the solicitation,shall disclose their qualifications to serve asa consultant for the City in the format set forth below.Failure to provide requested information may result in your proposal being deemed non-responsive and therefore eliminated from further consideration. A.Title Page Show the nameof Respondent's agency/firm,address,telephone number,nameof contact person,date and the subject:REQUEST FOR QUALIFICATIONS For "Comprehensive Plan and Land Development Code Revisions/9 RFQ #PL20l6-09 B.Table of Contents Includeaclearidentificationofthematerialbysectionandbypagenumber. C.Cover Letter and Executive Summary This letter shouldbesignedbythe person inyourfirm who is authorized to negotiate terms,render bindingdecisions,and commit the firm's resources. Summarizeyourfirm's qualifications andexperiencetoserveasaConsultant,andyour firm'sunderstandingofthe work tobedoneandmakeapositivecommitment to perform the work in accordance withthe terms oftheproposalbeingsubmitted.This response shouldemphasizethestrengthofthefirminanyrelevantareaswhichyoufeel the City should weighinits selection,basedon the criteria set forth above. Thissectionshouldsummarizethekeypointsofyoursubmittal.Limittoone to four pages.Proposals mustincludethe following. 1.Proposer's perceptionoftheproblem,basedonthis RFQ,site visits,reviewof existingplanning documents,and other available information; 2.Detailed work plan/project approachand schedule designed to accomplish the objectivesoftheproposedprojectina timely manner.TheCity anticipates thatthis project willbe completed within 24 months of execution ofa contract andshould be divided intotwosections (Plan andCode),which maybe undertaken concurrently. 3.Alistofthe executive and professional personnel that will be employed inthe completionoftheprojectandtheirexperiencewith similar projects,including the percentage of project time projected tobespentbyeachperson; 4.Proposer's experience with projects ofa similar scope including a summary ofprior workexperienceandcompetencein undertaking projectsofthistype.Experience shown should beofthe lead project personnel who will be assigned tothe City's Thomas F.Pepe 02-23-15 63 project and will routinelybeinterfacingwiththeCity. D.Firm Overview Statethe full legal nameand organizational structureofthe firm.Describetheownership structure ofyour firm.Statethelocationofthe office that will beservingtheCity including mailing address and telephone numbers. a.NameofFirmsubmittingrespondingtothesolicitation. b.Nameandtitleof individual responsiblefor the submittal. c.Mailing ande-mail addresses. d.Telephone andfacsimile numbers. E.Personnel and References Identify the primary individuals who will provideservicestotheCitywithregardto the day- to-dayrelationshipwith the Cityandincludeabrief resume foreachoftheprimary individuals including licensesandcertificationsheldby those individuals.Providea list of five clients the firm has worked with in the last 36 months.Indicate the firm's experience withclientswithin the State ofFloridaandprovideabrief description of the typeofservicesprovidedaswellas the names,tides,addresses and telephone numbers of those primarily responsible for the account.In addition to the day-to-day relationship, please provide information regarding the firm'sandindividual's experience with engagements which are similarto the project contemplated by the City.Finally,provide specific servicesrequiredtocompletethis project,thatareprovidedbyyour firm,through subcontractors or sub consultants. F.Other Relevant Experience Provideadescriptionofyour proposed primary individuals'relevant experience over the last three years with other citiesthatyou believe arerelevanttothis proposed engagement Include three case studies,ifavailable,that illustrate experience with relevant services Where the proposed primary individuals haveservedasconsultants for similarengagements as proposed bytheCitydetailedin the ScopeofServicesinthisRFQ.Pleaselimityour response to two pages. END OF SECTION Thomas F.Pepe 02-23-15 64 EXHIBIT #4 Insurance &Indemnification Requirements "Comprehensive Planand Land Development Code Revision" RFQ#PL20l6-09 Insurance Requirements Without limiting its liability,the contractor,consultant orconsultingfirm (hereinafter referred toas "FIRM"withregardtoInsuranceand Indemnification requirements)shallbe required to procure andmaintainatitsown expense during the life of the Contract,insurance ofthetypes andin the minimumamounts stated belowas will protect the FIRM,fromclaimswhichmay arise out of or result from the contract or the performance of the contract with the Cityof South Miami,whether suchclaimisagainst the FIRM or any sub-contractor,or byanyone directly or indirectlyemployedbyanyofthem or byanyonefor whose actsanyofthemmaybe liable. No insurance required by the CITYshallbeissued or written byasurpluslines carrier unless authorized inwritingbytheCITYandsuchauthorizationshallbeattheCITY'ssoleand absolute discretion.The FIRM shallpurchaseinsurancefromandshallmaintain the insurance withacompany or companies lawfully authorized tosellinsuranceinthe State ofFlorida,on formsapprovedbytheStateof Florida,as will protect the FIRM,ata minimum,from all claims assetforthbelowwhichmayariseoutof or resultfromthe FIRM's operations underthe Contract andforwhichthe FIRM maybe legally liable,whether such operations bebythe FIRM or bya Subcontractor or by anyone directly or indirectlyemployedbyanyofthem,or by anyoneforwhoseactsanyofthemmaybe liable:(a)claims under workers'compensation, disabilitybenefitand other similaremployeebenefitactswhichareapplicable to the Work to be performed;(b)claimsfordamagesbecauseofbodily injury,occupationalsickness or disease, or deathofthe FIRM's employees;(c)claims fordamagesbecauseofbodilyinjury,sickness or Thomas F.Pepe 02-23-15 65 disease,ordeathofanyperson other thanthe FIRM's employees;(d)claimsfordamages insuredbyusualpersonalinjury liability coverage;(e)claimsfordamages,other than to the Work itself,becauseofinjurytoor destruction oftangibleproperty,includingloss of use resulting there from;(f)claimsfordamagesbecause of bodilyinjury,death of a person or propertydamage arising out ofownership,maintenanceoruseofa motor vehicle;(g)claims forbodilyinjuryorproperty damage arising outofcompleted operations;and (h)claims involvingcontractual liability insurance applicable tothe FIRM's obligations under the Contract. Firm's InsuranceGenerally.The FIRM shall provideand maintain inforceand effect until all the Work tobeperformedunderthisContracthasbeencompletedandacceptedbyCITY(orfor / suchdurationasis otherwise specifiedhereinafter),theinsurancecoverage written on Florida approved formsandas set forthbelow: Workers'Compensation insurance atthestatutoryamountasto all employeesincompliance withthe "Workers'Compensation Law"oftheStateof Florida including Chapter 440,Florida Statutes,aspresently written orhereafteramended,and all applicable federal laws.In addition, the policy (ies)must include:Employers'Liability atthestatutory coverage amount.The FIRM shall furtherinsurethat all ofits Subcontractors maintain appropriate levelsof Worker's Compensation Insurance. Commercial Comprehensive General Liability insurancewithbroadform endorsement,aswell as automobile liability,completed operations andproducts liability,contractual liability, severability of interest withcross liability provision,andpersonalinjuryandpropertydamage liability withlimits of $1,000,000 combined singlelimitper occurrence and$2,000,000 aggregate,including: Thomas F.Pepe 02-23-15 66 •Personal Injury:$1,000,000; •Medical Insurance:$5,000perperson; •Property Damage:$500,000eachoccurrence; Umbrella Commercial Comprehensive General Liability insurance shall be written ona Florida approvedformwith the samecoverageastheprimaryinsurancepolicybutin the amount of $1,000,000perclaimand$2,000,000Annual Aggregate.Coverage must beaffordedonaform no more restrictive thanthelatesteditionofthe Comprehensive General Liability policy, without restrictive endorsements,as filed bythe Insurance ServicesOffice,and must include: (a)Premisesand Operation (b)Independent Contractors/Consultants (c)Productsand/or Completed Operations Hazard (d)Explosion,CollapseandUnderground Hazard Coverage (e)BroadForm Property Damage (f)Broad Form Contractual Coverage applicable tothis specific Contract,including any hold harmless and/or indemnification agreement. (g)Personal Injury Coveragewith Employee andContractual Exclusions removed,with minimum limits of coverage equal to those requiredfor Bodily Injury Liability andProperty Damage Liability. Business Automobile Liability with minimum limits ofOne Million Dollars ($1,000,000.00)plus an additional One Million Dollar($1,000,000.00)umbrellaper occurrence combined single limit for Bodily Injury Liability andProperty Damage Liability.Umbrella coverage mustbe afforded onaformno more restrictive than the latest edition of the Business Automobile Liability policy,without restrictive endorsements,as filed bywiththestateof Florida,and must include: Thomas F.Pepe. 02-23-15 67 (a)Owned Vehicles. (b)Hired and Non-Owned Vehicles (c)Employers'Non-Ownership Subcontracts:The FIRM agrees that ifany part ofthe Work underthe Contract issublet,the subcontract shall containthesameinsurance provision asrequiredbytheGeneral Contractor, other thantheFireandExtendedCoverageInsuranceandsubstitutingtheword Subcontractor fortheword FIRM and substituting theword FIRM for CITY where applicable. Fireand Extended Coverage Insurance (Builders'Risk),IF APPLICABLE: In the event that this contract involves the construction ofa structure,the CONTRACTOR shall maintain,with an Insurance Company or Insurance Companies acceptable tothe CITY, "Broad"form/All Risk Insurance on buildings and structures,including Vandalism &Malicious Mischief coverage,while inthecourseof construction,including foundations,additions, attachments and all permanent fixtures belonging to and constituting apartof said buildings or structures.The policy or policies shall also cover machinery,ifthecostof machinery is included in the Contract,orifthe machinery is located in a building thatis being renovated by reasonofthiscontract.Theamountof insurance must,at all times,beatleast equal tothe replacementand actual cash value ofthe insured property.The policy shall beinthenameof the CITY andthe CONTRACTOR*astheirinterest may appear,and shall also coverthe interests of all SubcontractorsperformingWork. All ofthe provisions setforthinthe Miscellaneous sectionbelow shall apply tothiscoverage unlessitwouldbeclearlynot applicable. Thomas F.Pepe 02-23-15 68 Miscellaneous: Ifanynoticeofcancellationofinsuranceorchangeincoverageisissuedbytheinsurance company or shouldanyinsurancehaveanexpirationdatethatwill occur duringthe period of this contract,the FIRM shall beresponsibleforsecuring other acceptableinsurance prior to suchcancellation,change,or expiration soastoprovide continuous coverageasspecifiedin this section andsoas to maintain coverage duringthelifeofthis Contract. All deductibles mustbe declared by the FIRM andmustbe approved by the CITY.Atthe option of the CITY,either the FIRMshall eliminate or reduce such deductible or the FIRMshall procure aBond,inaform satisfactory to the CITYcoveringthesame. Thepolicies shall containwaiverofsubrogationagainst CITY where applicable,shall expressly provide that suchpolicy or policies are primaryoverany other collectibleinsurance that CITY mayhave.TheCITYreservestherightatanytime to request acopyoftherequired policies forreview.All policiesshallcontaina"severabilityof interest"or "cross liability"clause without obligationforpremiumpaymentof the CITYaswellas contractual liability provisioncovering the Contractors duty to indemnify the CityasprovidedinthisAgreement. Beforestarting the Work,the FIRM shalldelivertotheCITYandCONSULTANT,ifany, certificatesofsuchinsurance,acceptabletothe CITY,aswellastheinsurancebinder,ifoneis issued,the insurancepolicy,including the declarationpageandallapplicable endorsements and provide the name,address and telephone numberoftheinsuranceagent or broker through whom the policywas obtained.The insurer shallbe rated A.VII or better per A.M.Best'sKey RatingGuide,latest edition and authorized toissueinsurancein the State ofFlorida.All insurance policies must be written onforms approved by the State ofFloridaandtheymust Thomas F.Pepe 02-23-15 69 remainin full forceand effect for the duration of the contract periodwith the CITY.The FIRM mayberequiredbytheCITY,atitssolediscretion,toprovidea"certifiedcopy"ofthe Policy (asdefinedinArticle I ofthisdocument)which shall includethe declaration page and all required endorsements.In addition,the FIRM shall deliver,atthetime of delivery of the insurancecertificate,the following endorsements: Apolicy provision oran endorsement with substantially similar provisions as follows: "TheCityofSouth Miami is an additional insured.The insurer shall pay all sumsthattheCity ofSouth Miami becomes legally obligated to pay as damages because of 'bodily injury", 'property damage',or "personal and advertising injury"and itwill provide totheCity all of the coveragethatis typically provided underthe standard Florida approved formsfor commercial general liability coverageAandcoverage B"; A policy provision oranendorsementwith substantially similar provisions as follows: "This policy shall notbe cancelled (including cancellation for non-payment of premium), terminatedor materially modified withoutfirst giving theCityof South Miami ten (10)days advanced writtennoticeoftheintentto materially modifythe policy orto cancel orterminate the policy forany reason.The notification shall be delivered totheCitybycertified mail,with proofofdelivery to theCity." Professional Liability Insurance ona Florida approvedformintheamountof$1,000,000with deductibleperclaimifany,notto exceed 5%ofthelimitof liability providing forallsumswhich the FIRM shall become legally obligated to pay as damages for claims arising out oftheservices or work performed bythe FIRM itsagents,representatives,Sub Contractors or assigns,or by anyperson employed orretainedbyhimin connection withthis Agreement.Thisinsurance Thomas F.Pepe 02-23-15 70 shall be maintained forfouryearsaftercompletionoftheconstructionandacceptanceofany ProjectcoveredbythisAgreement.However,the FIRM maypurchase Specific Project Professional Liability Insurance,in the amount andunderthe terms specified above,whichis alsoacceptable.Noinsurance shall beissuedbyasurpluslines carrier unlessauthorizedin writingby the cityat the city'ssole,absolute and unfettered discretion. Contractor's Responsibility Prior to Receiving a Notice to Proceed Prior to theCityissuingaNotice to Proceed,the contractor shalldeliveracopy (either hard copyor,preferably,electronically)ofthe policy,including thedeclarationpageof the policyand all endorsements to the policyandprovidetheCitywiththename,address,includingemail address,andphone number ofthe contractor's insurance agent The Contractor's insurance agent must provide the Citywith evidence that the insurer issuing thepolicyislicensedand authorized todobusinessinFlorida,that the formof the policybeing issuedhasbeen approved bythe State ofFloridaand that theinsurance carrier that is issuing thepolicyis not issuing the policyasasurpluslines carrier.Theagentshallalsoprovidea citationtothepagenumberof the policy,ortheformnumberofthe endorsement and highlight therelevant language of the portion ofthe policy and/orthe endorsements that,inhis or her estimation,meets the followingCityinsurance requirements: a)the cityisanadditionalinsured; b)coverage includes contractual liability; c)theCity will beprovidedatleast 10 daysadvancednoticeofanycancellationofthe policy, including cancelation for non-payment of premium,andatleast30days'advanced notice ofany materialchangesto the policy or ofcancellationforanyreason other thannon-payment;and Thomas F.Pepe 02-23-15 71 d)either apolicyprovision or an endorsement providing that the policyisprimaryandnon- contributory,suchasan endorsement that providesthatthe vendor's policyisprimary over all ofthecity's applicable insuranceandthattreatsthecity's policies asexcesscoverage. Itmaybe that some of these provisionsarecombinedinto one endorsement or contained in the policy itself.If the policy doesnot haye a provision or endorsement thatprovidestheCity with advanced noticeof cancellation as required bythe City,thecontractor may still comply withtheCity's insurance requirementifthecontractor provides theCitywithproofthatthe policy premium hasbeen paid in full and provided thecontractor makes arrangements withits insurancecompany to allowtheCityto confirm,monthly,that the policyisin full forceand effect.In addition,theContractormusteither pay theCitya monthly monitoring fee,currently setat$25permonth,orhavetheamountdeductedfromthe Contractor's draws/payments. Indemnification Requirement A.TheContractoracceptsand voluntarily incurs all risks ofany injuries,damages,orharm which might arise during thework or eventthatis occurring onthe CITY'S propertyduetothe negligence or other faultofthe Contractor oranyone acting throughoron behalf ofthe Contractor. B.The Contractor shall indemnify,defend,saveandhold CITY,its officers,affiliates, employees,successorsand assigns,harmless fromanyand all damages,claims,liability,losses, claims,demands,suits,fines,judgments or costandexpenses,including reasonableattorney's fees,paralegalfeesand investigative costs incidental there toandincurred prior to,during or following any litigation,mediation,arbitrationandat all appellate levels,which maybe suffered by,or accruedagainst,chargedto or recoverablefromtheCityofSouth Miami,its officers, Thomas F.Pepe 02-23-15 72 affiliates,employees,successorsand assigns,byreasonofanycausesofactionsorclaimofany kindornature,including claims forinjuryto,ordeathofanypersonorpersonsandfor the loss ordamage to any property arising out ofanegligenterror,omission,misconduct,or anygross negligence,intentionalactorharmful conduct ofthe Contractor,its contractor/subcontractor orany of theirofficers,directors,agents,representatives,employees,or assigns,or anyone actingthroughoronbehalf of anyofthem,arising out of this Agreement,incident to it,or resulting fromtheperformanceornon-performanceoftheContractor's obligations underthis AGREEMENT. C.The Contractor shall pay all claims,lossesandexpensesofanykindornature whatsoever,in connection therewith,including the expense orlossof the CITY and/or its affectedofficers,affiliates,employees,successorsand assigns,including their attorney's fees,in the defense ofanyactioninlaw or equitybroughtagainst them andarisingfrom the negligent error,omission,oract of the Contractor,its Sub-Contractor oranyof their agents, representatives,employees,or assigns,and/or arising out of,orincidentto,this Agreement,or incidenttoorresultingfromtheperformanceor non-performance of the Contractor's obligations under this AGREEMENT. D.The Contractor agreesandrecognizesthat neither the CITY noritsofficers,affiliates, employees,successorsand assigns shall beheld liable orresponsibleforany claims,including thecostsand expenses ofdefendingsuch claims whichmayresultfromorarise out of actions oromissionsoftheContractor,itscontractor/subcontractororanyoftheir agents, representatives,employees,or assigns,oranyoneactingthroughoronbehalfof the them,and arising outofor concerning theworkoreventthatis occurring onthe CITY's property.In reviewing,approving or rejecting anysubmissions or acts of the Contractor,CITY innoway assumesorsharesresponsibilityor liability fortheactsoromissions of the Contractor,its Thomas F.Pepe 02-23-15 73 contractor/subcontractor or any oftheir agents,representatives,employees,or assigns,or anyone acting through or onbehalf of them. E.The Contractor has thedutyto provide a defense with an attorneyor law firm approved bytheCityof South Miami,which approval will notbe unreasonably withheld. F.However,as to design professional contracts,and pursuant to Section 725.08 (I), Florida Statutes,noneofthe provisions setforthhereinabovethatareinconflictwiththis subparagraph shall apply and this subparagraph shall set forth the sole responsibility of the design professional concerning indemnification.Thus,the design professional's obligations asto theCity and its agencies,as well astoits officers and employees,isto indemnify andhold them harmless from liabilities,damages,losses,and costs,including,butnotlimitedto,reasonable attorneys'fees,to the extent causedbythe negligence,recklessness,orintentionallywrongful conductofthe design professional andotherpersonsemployedor utilized bythe design professionalin the performance of the contract. END OF SECTION Thomas F.Pepe 02-23-15 74 CALVI-2 OP ID:IG DATE (MM/DD/YYYY) 01/06/2016 j\coRcr CERTIFICATE OF LIABILITY INSURANCE THIS CERWICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPONTHE CERTIFICATE HOLDER.THIS CERTIFICATE DOESNOT AFFIRMATIVELY OR NEGATIVELY AMEND,EXTEND OR ALTER THE COVERAGE AFFORDED BY THEPOLICIES BELOW.THIS CERTIFICATE OF INSURANCE DOESNOT CONSTITUTE A CONTRACT BETWEEN THEISSUING INSURER<S),AUTHORIZED REPRESENTATIVEOR PRODUCER,ANDTHE CERTIFICATE HOLDER. IMPORTANT:If the certificateholderisan ADDITIONAL INSURED,the policies)must be endorsed.If SUBROGATION ISWAIVED,subject to the terms and conditions of thepolicy,certainpoliciesmayrequirean endorsement A statement on this certificate does not confer rightstothe certificateholderinlieuofsuch endorsements). PRODUCER Brown &Brown of Florida,Inc. 1201 W Cypress Creek Rd#130 P.O.Box 5727 Ft.Lauderdale,FL 33310-5727 Eric Martin Woodling insured Calvin,Giordano & Associates,Inc. Attn:Dennis Giordano 1800 Eller Drive #600 Ft.Lauderdale,FL 33316 CONTACT NAME: IONESSfc Ext):954-776^2222" E-MAIL ADDRESS: INSUREDS)AFFORDINGCOVERAGE insurera :Hartford Fire Insurance Co. insurer b:American Guar &Liab Ins Co iNsuRERc:Twin City Fire Ins.Co. insurerd :Landmark American Ins.Co. TKJH wc.no>:954-776-4446 NAIC# 19682 26247 29459 33138 COVERAGES CERTIFICATE NUMBER:REVISION NUMEIER: THISISTO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVEBEEN ISSUED TOTHE INSURED NAMEDABOVE FOR THE POLICY PERIOD INDICATED.NOTWITHSTANDINGANYREQUIREMENT,TERMORCONDITIONOFANYCONTRACTOROTHERDOCUMENTWITH RESPECT TOWHICHTHIS CERTIFICATE MAY BEISSUEDOR MAY PERTAIN,THEINSURANCEAFFORDEDBYTHEPOLICIESDESCRIBEDHEREINIS SUBJECT TOALLTHETERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES.LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR LTR TYPE OF INSURANCE ADDL INSD SUBR WVD POLICY NUMBER POLICY EFF (MM/DD/YYYY) POUCY EXP (MM/DD/YYYY)LIMITS A _X_I COMMERCIAL GENERAL LIABILITY 21UUNLK364S 01/01/2016 01/01/2017 MMR&m&m*$1,000,000 CLAIMS-MADE |*|OCCUR PREMISES (Ea occurrence)$300,000 MEDEXP(Anyoneperson)$10,000 PERSONAL &ADV INJURY $1,000,000 GEN'L AGGREGATE UMIT APPLIES PER:GENERAL AGGREGATE $2,000,000 POLICY H®•LOG OTHER: PRODUCTS -COMP/OP AGG $2,000,00C Emp Ben.$1,000,000 A AUTOMOBILE LIABILITY 21UENZE9789 01/01/2016 01/01/2017 COMBINED SINGLE LIMIT (Ea accident)$1,000,000 X ANY AUTO BODILYINJURY (Per person)$ ALL OWNED AUTOS HIRED AUTOS SCHEDULED AUTOS NON-OWNED AUTOS BODILY INJURY (Peraccident)$ PROPERTY DAMAGE (Per accident)$ $ B X .UMBRELLA LIAB EXCESS LIAB X 1OCCUR 1CLAIMS-MADE AUC594612806 01/01/2016 01/01/2017 EACH OCCURRENCE S 10,000,000 AGGREGATE $10,000,000 DED X|RETENTIONS °$ C WORKERS COMPENSATION AND EMPLOYERS'UABIUTY y /N ANY PROPRIETOR/PARTNER/EXECUTIVE 1 1 OFFICER/MEMBER EXCLUDED? nyes,describe under DESCRIPTION OF OPERATIONS below N/A 21WBNO3209 01/01/2016 01/01/2017 X HfcK STATUTE | UIH- ER E.L EACH ACCIDENT s 1,000,000 E.L.DISEASE -EA EMPLOYEE $1,000,000 EL DISEASE -POLICY UMIT $1,000,000 D Professional Liab Claims Made LHR753020 RETRO DATE 8/27/1959 08/27/2015 08/27/2016 Occ/Aggr Retention 2,000,000 200,000 DESCRIPTION OFOPERATIONS/LOCATIONS /VEHICLES (ACORD 101,Additional Remarks Schedule,maybe attached ifmore space is required) For bid purposes only CERTIFICATE HOLDER CANCELLATION CALVING Calvin,Giordano &Associates, Inc 1800 Eller Drive #600 Ft Lauderdale,FL 33316 i SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF,NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. AUTHORIZED REPRESENTATIVE ACORD 25(2014/01) ©1988-2014 ACORD CORPORATION.All rights reserved. The ACORD nameandlogoare registered marksof ACORD 75 Calvin,Giordano§Associates,Inc. EXCEPTIONAL SOLUTIONS" SECTION 8 THE INVITATION FOR PROPOSAL AND INSTRUCTIONS TO RESPONDENTS RFP #PL2016-09 |Comprehensive PlanandLand Development CodeRevisions 76 9kA\:Soutlf Miami THE CITY OF PLEASANT LIVING CITY OF SOUTH MIAMI "Comprehensive Plan and Land Development Code Revision9' RFQ#PL20l6-09 Submittal Due Date:April 29,2016 at 10 AM Solicitation Cover Letter TheCityofSouth Miami,Florida (hereinafter referred toas"CSM")through itschief executive officer(CityManager)hereby solicitssealedproposals responses to the City's request (hereinafter referred toas "Request for Qualifications"or "RFQ").All referencesinthis Solicitation(also referred to asan"InvitationforProposals"or "Invitationto Bid")to "City" shall bea reference to the City Manager,orthemanager'sdesignee,fortheCityofSouth Miami unless otherwise specificallydefined. TheCityisherebyrequestingsealedproposalsinresponsetothis RFQ #PL20l6-09 titled "Comprehensive Plan and Land Development Code Revision."Thepurposeofthis RFQis to contract for the services necessary for the completion of the project in accordance with the Scope of Services,Exhibit l,)f describedinthisRFQ(hereinafterreferredtoas "the Project"or "Project"). Interested persons whowish to respondtothis RFQ canobtainthe complete RFQpackageat theCity Clerk's officeMondaythroughFridayfrom9:00 A.M.to 4:00 P.M.or byaccessing the following webpage:http://www.southmiamifl.gov/which istheCityofSouth Miami's web address forsolicitationinformation.Proposalsare subject to the Standard Terms and Conditionscontainedin the completeRFQ Package,including all documentslistedintheRFQ. TheProposal Package shall consistof one(I)originalunbound proposal,five (S)additional copies,3-ring binders are not permitted,andone(I)digital (or comparable medium including Flash Drive,DVDorCD)copy all of which shall bedeliveredtothe Office ofthe CityClerklocatedatSouth Miami City Hall,6130 Sunset Drive,South Miami,Florida 33143. The entire Proposal Package shallbeenclosedinasealedenvelope or container andshallhave the following Envelope Informationclearlyprintedorwrittenonthe exterior oftheenvelope orcontainerin which thesealedproposalis delivered:"Comprehensive Plan and Land Development Code Revision"RFQ #PL20l6-09 andthenameofthe Respondent (personorentityrespondingtothe RFQ).Special envelopessuchas those provided by UPS or FederalExpress will notbeopenedunlesstheycontaintherequiredEnvelopeInformationon the front or backoftheenvelope.SealedProposalsmustbereceivedby Office oftheCity Clerk,either by mail orhand delivery,nolaterthan 10 A.M.local time on April 29,2016. A public opening will takeplaceat 10 A.M.onthesamedateintheCity Commission Chambers locatedatCity Hall,6130 SunsetDrive,South Miami 33143.AnyProposalreceivedafter 10 A.M.local time onsaid date will not be accepted under any circumstances.Any uncertainty regarding the timea Proposal isreceivedwillberesolvedagainst the person submitting the proposal andinfavorof the Clerk's receipt stamp. A Non-Mandatory Pre-Proposal Meeting will be conducted at City Hallin the Commission Chambers located at 6130 Sunset Drive,South Miami,Fl 33143 on 77 April 18,2016 at 10 AM.The conference shall beheldregardlessof weather conditions. Proposalsaresubjecttotheterms,conditionsandprovisionsofthis letter aswellastothose provisions,terms,conditions,affidavits anddocumentscontainedinthisRFQ Package.The City reserves the rightto,or notto,awardtheProjecttothe person withthelowest,most responsive,responsibleProposal,asdeterminedbytheCity,subjecttotherightoftheCity,or the CityCommission,to reject anyandallproposals,and the rightof the City to waiveany irregularityin the Proposals or RFQ procedure andsubjectalso to the rightof the Cityto awardtheProject,and execute a contract withaRespondent or Respondents,other thanto one whoprovided the lowest ProposalPriceor,if the Scopeof the Work isdividedinto distinct subdivisions,toawardeach subdivision toaseparate Respondent Maria M.Menendez,CMC City Clerk CityofSouth Miami Thomas F.Pepe 02-23-15 78 SCOPE OF SERVICES and SCHEDULE OF VALUES 'Comprehensive Plan and Land Development Code Revision'1 RFQ#PL20l6-09 The ScopeofServicesand the ScheduleofValues,ifany,are set forth in the attached EXHIBIT I. END OF SECTION Thomas F.Pepe 02-23-15 79 SCHEDULE OF EVENTS 'Comprehensive Plan and Land Development Code Revision' RFQ#PL20l6-09 No Event Date* Time* (EST) 1 Advertisement/Distribution of Solicitation &Cone of Silencebegins 4/4/2016 11:00 AM 2 Non Mandatory Pre-RFO Meeting 4/18/2016 10:00 AM 3 Deadline to Submit Questions 4/21/2016 10:00 AM 4 Deadline to CityResponsestoQuestions 4/25/2016 10:00 AM 5 Deadline to Submit RFQ-Response 4/29/2016 10:00 AM 6 Projected Announcement of selected Contractor/Cone of Silence ends 5/17/2016 7:00 PM Thomas F.Pepe 02-23-15 END OF SECTION 80 INSTRUCTIONS for RESPONDENT 'Comprehensive Planand Land Development Code Revision'* RFQ#PL20l6-09 ITIS THE RESPONSIBILITY OF THE RESPONDENT TO THE SOLICITATION TO ENSURE THATTHE RESPONSE TOTHE SOLICITATION (HEREINAFTER ALSO REFERRED TOAS THE"PROPOSAL"THROUGHOUT THE CONTRACT DOCUMENTS)REACHES THECITY CLERK ON OR BEFORE THE CLOSING HOUR AND DATE STATED ON THE RFQ FORM. 1.Purpose ofRFQ.TheCityofSouth Miami isrequesting proposals for the lowest and most responsive pricefor the Project TheCity reserves therighttoaward the contract to the Respondent whose proposalisfoundtobein the best interests oftheCity. 2.QualificationofProposingFirm.ResponsesubmittalstothisRFQwillbe considered from firmsnormallyengagedinprovidingtheservices requested.The proposing firmmust demonstrate adequate experience,organization,offices,equipment and personnel to ensure prompt andefficientservice to the CityofSouth Miami.TheCity reserves the right,before recommending anyaward,to inspecttheofficesand organization or to take any other action necessary to determine ability toperformin accordance with the specifications, terms andconditions.TheCityofSouth Miami will determine whether the evidence of ability to perform is satisfactory and reserves the right to reject all response submittals to thisRFQ where evidence submitted,or investigationandevaluation,indicates inability ofa firmto perform. 3.Deviations from Specifications.The awarded firmshallclearlyindicate,asapplicable,all areasinwhich the services proposed do not fully complywiththe requirements ofthis RFQ.Thedecisionasto whether anitem fully complieswiththestated requirements rests solelywith the CityofSouth Miami. 4.Designated Contact.The awarded firmshall appoint a person to actasaprimary contact withtheCityofSouth Miami.Thispersonorback-upshallbereadily available during normal work hours byphone,email,or in person,andshallbeknowledgeableofthe terms of the contract. 5.PrecedenceofConditions.The proposing firm,byvirtueof submitting aresponse,agrees thatCity'sGeneral Provisions,TermsandConditionsherein will takeprecedenceoverany terms and conditionssubmittedwiththeresponse,either appearingseparatelyasan attachment or includedwithin the Proposal.The Contract Documents havebeenlisted belowin order ofprecedence,withtheone having themostprecedencebeingatthetopof thelistand the remainingdocumentsindescending order ofprecedence.This order of precedence shall apply,unless clearly contrarytothe specific termsofthe Contract or General Conditions to the Contract a)Attachment/ExhibitstoSupplementaryConditions b)SupplementaryConditionsto Contract,ifany c)Addenda to RFQ d)Attachments/Exhibits toRFQ e)RFQ f)Attachment/Exhibits to Contract g)Contract h)GeneralConditionstoContract,ifany i)Respondent's Proposal Thomas F.Pepe 02-23-15 81 6.Response Withdrawal.After Proposals areopened,correctionsor modifications to Proposals arenotpermitted,buttheCity may allow the proposing firm towithdrawan erroneous Proposal priortothe confirmation ofthe proposal awardbyCity Commission,if all of the following isestablished: a)The proposing firm acted in good faith in submitting theresponse; b)The error wasnottheresultofgross negligence or willful inattentiononthepartof the firm; c)The error wasdiscoveredand communicated totheCitywithintwenty-four(24) hours(not including Saturday,Sunday ora legal holiday)ofopeningtheproposals received,alongwitharequestfor permission towithdrawthefirm's Proposal;and d)The firm submits an explanation in writing,signed under penalty of perjury,stating howthe error wasmadeand delivers adequate documentation totheCityto support the explanationand to show that the error was not the resultofgross negligence or willful inattention nor madeinbadfaith. 7.The terms,provisions,conditions anddefinitionscontainedintheSolicitation Cover Letter shall apply totheseinstructionstoRespondentsandtheyareherebyadoptedandmadea part hereof by reference.If there isaconflict between the Cover Letter and these instructions,or any other provisionofthis RFQ,the Cover Letter shall governandtake precedence over theconflictingprovision(s)intheRFQ. 8.Anyquestionsconcerningthe Solicitation oranyrequiredneedfor clarification mustbe madeinwriting,by 10 AM on April 21,2016 totheattentionof Steven P.Kulick at skurick@southmiamifl.gov or via facsimile at (305)663-6346. 9.The issuance ofawrittenaddendumistheonly official methodwherebyinterpretation and/or clarificationofinformationcanbegiven.Interpretations or clarifications,considered necessaryby the Cityin response to suchquestions,shallbeissuedbya written addendum totheRFQ Package (alsoknownas"RFQ Specifications"or "RFQ")by U.S.mail,e-mailor other delivery methodconvenienttotheCityandtheCity will notify all prospectivefirms via the Cit/s website. 10.Verbal interpretations or clarifications shallbe without legal effect Nopleabya Respondentofignorance or theneedfor additional information shall exempt a Respondent fromsubmitting the Proposalon the required dateandtimeas set forthin the public notice. 11.Cone of Silence:You are herebyadvised that thisRequestforProposalsissubject to the "Cone ofSilence,"in accordance with Miami-Dade County Ordinance Nos.98106 and99- I.Fromthetimeofadvertising until theCity Manager issueshisrecommendation,there is aprohibitiononverbalcommunicationwiththeCity'sprofessional staff,including the City Manager andhis staff.All written communication mustcomplywiththerequirementsof the Cone ofSilence.The Cone ofSilencedoes not applytoverbalcommunications at pre- proposal conferences,verbal presentations before evaluation committees,contract discussionsduringanydulynoticed public meeting,public presentations madetotheCity Commissionduringanydulynoticepublicmeeting,contract negotiationswith the staff following theCity Manager's writtenrecommendationfortheawardofthe contract or communicationsinwritingatanytimewithanyCityemployee,official or memberofthe City Commission unlessspecifically prohibited.Acopyofall written communications must be contemporaneously filedwiththeCityManagerandCityClerk.Inaddition,youare requiredtocomplywiththeCity Manager's Administrative Order AO 1-15.Ifacopyisnot attached,please request acopyfromtheCity's Procurement Division. WITH REGARD TO THE COUNTY'S CONE OF SILENCE EXCEPTION FOR WRITTEN COMMUNICATION,PLEASE BE ADVISED THAT, NOTWITHSTANDING THE MIAMI-DADE COUNTY EXCEPTION FOR Thomas F.Pepe 02-23-15 82 WRITTEN COMMUNICATION THE COUNTY'S RULES PROHIBITING VERBAL COMMUNICATION DURING AN ESTABLISHED CONE OF SILENCE SHALL,WITH REGARD TO THIS SOLICITATION,ALSO APPLY TO ALL WRITTEN COMMUNICATION UNLESS PROVIDED OTHERWISE BELOW.THEREFORE,WHERE THE CITY OF SOUTH MAIMI CONE OF SILENCE PROHIBITS COMMUNICATION,SUCH PROHIBITION SHALL APPLY TO BOTH VERBAL AND WRITTEN COMMUNICATION. Notwithstanding the foregoing,the Cone of Silence shall not apply to... (1)Duly noticed site visits to determine the competency of bidders regarding a particular bid during the time period between the opening of bids and the time that the City Manager makes his or her written recommendation; (2)Any emergency procurement of goods or services pursuant to the Miami- Dade County Administrative Order 3-2; (3)Communications regarding a particular solicitation between any person and the procurement agent or contracting officer responsible for administering the procurement process for such solicitation,provided the communication is limited strictly to matters of process or procedure already contained in the corresponding solicitation document;and (4)Communications regarding a particular solicitation between the procurement agent or contracting officer,or their designated secretarial/ clerical staff responsible for administering the procurement process for such solicitation and a member of the selection committee therefore,provided the communication is limited strictly to matters of process or procedure already contained in the corresponding solicitation document." 12.Violation of these provisions byanyparticularRespondentor proposer shall render any recommendation for the award of the contract or the contract awarded to said Respondent or proposer voidable,and,insuch event saidRespondent or proposer shall notbe consideredforanySolicitation including butnot limited toone that requests anyof the following aproposal,qualifications,aletterof interest or abidconcerningany contract for the provision ofgoods or servicesforaperiodofoneyear.Contact shall onlybemade through regularly scheduled Commission meetings,or meetingsscheduledthroughthe Purchasing Division,which areforthepurposesof obtaining additional or clarifying information. 13.Lobbying.All firmsand their agentswhointendto submit or whosubmitted,bids or responsesforthis RFQ,arehereby placed onformalnotice that neitherCity Commissioners,candidates forCity Commissioner or any employeeoftheCityofSouth Miami aretobe lobbied either individually or collectively concerningthis RFQ.Contact shall onlybemadethrough regularly scheduled Commission meetings,or meetings scheduled throughthe Purchasing Division,which areforthe purposes of obtaining additional or clarifying information. 14.Reservation of Right.TheCity anticipates awarding one contract forservicesasaresultof this RFQ andthe successful firm will be requested toenterinto negotiations to produce a contract fortheProject.TheCity,however,reservestheright,initssolediscretion,todo anyof the following: a)toreject any and all submitted Responses and tofurther define or limit the scope of the award. b)to waive minor irregularities in the responses or in theprocedure required by the RFQ documents. Thomas F.Pepe 02-23-15 83 c)torequest additional information from firms as deemed necessary. d)tomakean award without discussion orafter limited negotiations.It is,therefore, importantthat all thepartsoftheRequestfor Proposal becompletedin all respects. e)to negotiate modifications tothe Proposal thatitdeems acceptable. f)to terminate negotiations in theeventthe City deems progress towards a contract tobe insufficient andtoproceedto negotiate withtheRespondentwhomadethe next best Proposal.TheCityreservestherighttoproceedinthismanneruntilit has negotiated acontractthatis satisfactory totheCity. g)Tomodify the Contract Documents.The terms of the Contract Documents are general andnot necessarily specific tothe Solicitation.Itistherefore anticipated thattheCitymaymodifythesedocumentsto fit the specific projectorworkin questionandthe Respondent by making a Proposal,agrees tosuch modifications and to beboundbysuchmodified documents. h)to cancel,inwholeor part,any invitation for Proposals whenitisinthebest interest of the City, i)toawardtheProjecttothepersonwiththelowest,most responsive,responsible Proposal,as determined bythe City, j)toawardtheProjectandexecuteacontractwithaRespondentorRespondents, other thantoone who provided thelowest Proposal Price, k)if the Scope of the Work isdividedintodistinctsubdivisions,toawardeach subdivision toaseparate Respondent 15.Contingent FeesProhibited.Theproposing firm,bysubmittinga proposal,warrants that it has not employedorretainedacompanyorperson,other thanabonafideemployee, contractor or subcontractor,workinginitsemploy,tosolicitorsecurea contract with the City,andthatithasnot paid or agreed to pay anyperson,company,corporation,individual orfirm other thanabonafideemployee,contractor or sub-consultant workinginits employ,anyfee,commission,percentage,giftorotherconsiderationcontingentuponor resultingfrom the awardormakingofa contract with the City. 16.Public Entity Crimes.Apersonor affiliate oftheRespondentwhohasbeen placed onthe convicted vendor listpursuant to Chapter287followingaconvictionforapublic entity crime may not submit aProposalona contract toprovideanygoods or services,ora contract for construction or repair of apublic building,may not submitproposalsonleases ofreal property toor with the CityofSouth Miami,may not beawardeda contract to perform work asacontractor,sub-contractor,supplier,sub-consultant,orconsultantunder a contract with the City of South Miami,andmay not transactbusinesswith the City of South Miami foraperiod of 36monthsfromthedateofbeing placed ontheconvicted vendor list. 17.Respondents shall usethe Proposal Form(s)furnished bytheCity.Allerasuresand corrections must havethe initials oftheRespondent'sauthorizedrepresentativeinblueink at the location of eachand every erasureand correction.Proposals shall besignedusing blueink;all quotations shallbe typewritten,orprintedwithblueink.Allspaces shall be filled inwith the requested informationor the phrase "not applicable"or "NA".The proposalshallbedeliveredon or before the dateand time,andat the placeandinsuch manneras set forthin the Solicitation Cover Letter.Failure todosomaycause the Proposaltoberejected.Failure toincludeany of theProposalFormsmay invalidate the Proposal.Respondent shall delivertotheCity,aspart of its Proposal,the following documents: Thomas F.Pepe 02-23-15 84 a)The InvitationforProposalandInstructions to Respondents. b)Acopyof all issuedaddenda. c)The completed Proposal Form fully executed. d)Proposal/Bid Bond,(Bond or cashier's check),if required,attachedtothe Proposal Form. e)Certificatesof Competency aswellas all applicable State,County andCityLicenses heldby Respondent f)Certificate of Insurance and/or Letter of Insurability. 18.Goods:Ifgoodsaretobeprovidedpursuant to thisRFQ the following applies: a)BrandNames:Ifabrandname,make,manufacturer's trade name,or vendor catalog number is mentioned inthisSolicitation,whether or not followed by the words "approved equal",itisforthepurposeof establishing agradeorqualityof material only.Respondent may offer goodsthatareequal to the goodsdescribedinthis Solicitationwithappropriate identification,samplesand/orspecificationsforsuch item(s).The City shall be the solejudgeconcerning the merits of items proposed as equals. b)Pricing:Prices shouldbestatedinunitsofquantityspecifiedinthe Proposal Form.In caseofa discrepancy,theCityreservestherighttomake the final determination at the lowest net cost to the City. c)Mistake:In the event that unitpricesarepartof the Proposalandif there isa discrepancy between theunitprice(s)andthe extended price(s),the unitprice(s) shall prevailand the extended price(s)shall beadjusted to coincide.Respondents are responsible forcheckingtheircalculations.Failure to dososhallbeatthe Respondent's risk,and errors shall not releasethe Respondent fromhis/her or its responsibility as noted herein. d)Samples:Samplesofitems,whenrequired,mustbefurnishedbythe Respondent freeofcharge to theCity.Each individual sample must belabeledwith the Respondent's nameand manufacturer's brandnameanddeliveredbyitwithinten (10)calendardaysof the Proposal openingunlessscheduleindicatesadifferent time.IfsamplesarerequestedsubsequenttotheProposal opening,they shall be deliveredwithinten (10)calendardaysofthe request.TheCity shall not be responsiblefor the returnofsamples. e)Respondent warrantsbysignatureonthe Proposal Formthatprices quoted therein arein conformity with the latest Federal PriceGuidelines. f)Governmental Restrictions:In theeventanygovernmentalrestrictionsmaybe imposedwhichwouldnecessitate alteration ofthe material quality,workmanship,or performance of theitemsofferedonthis Proposal priortotheir delivery,it shall be theresponsibilityofthesuccessfulRespondenttonotifytheCityatonce,indicating inits letter the specific regulation whichrequiredanalteration.TheCityofSouth Miami reservestherighttoacceptanysuch alteration,including anyprice adjustments occasioned thereby,orto cancel all oranyportionofthe Contract at thesole discretion oftheCity and atno further expensetotheCitywiththirty (30) daysadvancednotice. g)Respondent warrants thatthe prices,terms and conditions quotedinthe Proposal shall befirmfora period ofonehundredeighty (180)calendar days fromthedateof the Proposal openingunlessotherwisestatedinthe Proposal Form.Incomplete, unresponsive,irresponsible,vague,orambiguousresponsestothe Solicitation shall becauseforrejection,asdeterminedbytheCity. Thomas F.Pepe 02-23-15 85 h)Safety Standards:The Respondent warrantsthattheproduct(s)tobe supplied to theCityconformin all respectstothestandardssetforthinthe Occupational Safety and Health Act (OSHA)andits amendments.Proposals mustbe accompanied bya Materials Data Safety Sheet (M.S.D.S)when applicable. 19.Liability,Licenses &Permits:The successful Respondent shall assume the full duty, obligation,and expense of obtaining all necessary licenses,permits,and inspections required bythis RFQ andasrequiredby law.The Respondent shall be liable forany damages or loss totheCity occasioned bythe negligence ofthe Respondent (oritsagent or employees)or anypersonactingfor or throughtheRespondent.Respondents shall furnishacertified copyof all licenses,CertificatesofCompetency or other licensing requirementnecessary to practicetheirprofessionand applicable totheworktobeperformedasrequiredbyFlorida Statutes,the Florida Building Code,Miami-Dade CountyCodeorCityofSouth Miami Code.Thesedocuments shall be furnished totheCityaspartoftheProposal.Failure to haveobtainedtherequiredlicensesandcertifications or tofurnish these documents shall be groundsforrejectingtheProposalandforfeitureofthe Proposal/Bid Bond,ifrequiredfor this Project 20.Respondent shall complywiththeCity'sinsurancerequirementsassetforthintheattached EXHIBIT 4,priorto issuance ofanyContract(s)or Award(s)If a recommendation for awardofthe contract or anawardofthe contract ismadebeforecompliancewiththis provision,the failure to fully and satisfactorily comply withtheCity's bonding,ifrequired forthisproject,andinsurancerequirementsassetforthherein shall authorizetheCity to implement arescissionof the ProposalAward or rescissionofthe recommendation for awardof contract without further Cityaction.The Respondent bysubmittingaProposal, thereby agrees to holdtheCityharmlessandagreesto indemnify the Cityandcovenants not to suetheCitybyvirtueofsuchrescission. 21.Copyrights and/or Patent Rights:Respondentwarrants that astothe manufacturing, producingorsellingof goods intendedtobeshipped or ordered bythe Respondent pursuant to thisProposal,there has not been,nor will there be,anyinfringement of copyrights or patent rights.TheRespondentagreesto indemnify Cityfromanyandall liability,loss or expenseoccasionedbyanysuch violation or infringement. 22.Executionof Contract A responsetothisRFQ shall not beresponsive unless the Respondent signs the formof contract thatisa part oftheRFQpackage.The Respondent to thisRFQacknowledges that bysubmittinga response or aproposal,Respondent agrees to the terms of the form contract and to the terms of the general conditions to the contract,bothofwhichare part ofthisRFQpackageandagrees that Respondent's signature on the Bid Form and/or theformof contract that isa part of the RFQpackage and/or response to thisRFQ,grants totheCitytheauthority,on the Respondent's behalf, to inserted,intoanyblankspacesinthe contract documents,information obtained from the proposal andat the City'ssoleandabsolutediscretion,theCitymay treat the Respondent's signatureonanyofthosedocuments,for all purposes,including theenforcementof all of the terms and conditions of the contract,as the Respondent's signatureonthe contract, after the appropriate information hasbeen inserted. 23.EvaluationofProposals:The Chy,atitssolediscretion,reserves the righttoinspect the facilities ofany or allRespondentstodetermineits capability tomeetthe requirements of theContract.In addition,theprice,responsibility andresponsivenessoftheRespondent the financial position,experience,staffing,equipment materials,references,andpasthistory ofservicetotheCityand/orwith other unitsofstate,and/or localgovernmentsin Florida, or comparableprivateentities,will betakeninto consideration intheAwardofthe Contract. Thomas F.Pepe 02-23-15 86 24.Drug Free Workplace:Failure toprovideproof of compliancewith Florida StatuteSection 287.087,asamended,when requested shall becauseforrejectionoftheProposalas determined by the City. 25.Public EntityCrimes:Apersonor affiliate whowasplacedon the Convicted Vendors List followingaconvictionfora public entity crimemay not submita response ona contract to provideanyservices to a public entity,maynotsubmitRFQonleasesof real property toa public entity,andmay not transactbusinesswithany public entityinexcessofthethreshold amount providedinSection 287.017,foraperiodof36 months from the date of being placedonthe Convicted Vendors List 26.Contingent FeesProhibited:Theproposing firm must warrant that ithas not employed or retained a company or person,other thanabonafide employee,contractor or subcontractor,working initsemploy,to solicitor secure a contract with the City,andthat ithas not paid oragreedtopayanyperson,company,corporation,individual orfirm other thanabonafide employee,contractor or sub-consultant workinginitsemploy,anyfee, commission,percentage,giftor other consideration contingent uponorresultingfromthe award or makingofa contract with the City. 27.Hold Harmless:All Respondents shallholdtheCity,its officials and employees harmless and covenant not to sue the City,its officials and employees in reference toitsdecisionsto reject,award,or not awardacontract,as applicable,unless the claimisbasedsolelyon allegationsof fraud and/or collusion.The submission of aproposalshallactasan agreement by the Respondent that the Proposal/Bid Bond,ifrequiredforthis project shall not be releaseduntilandunless the Respondent waivesanyand all claims that the Respondent may haveagainst the City that arise out of thisRFQ process oruntila judgment is entered inthe Respondent's favorinanysuit filed whichconcernsthisproposalprocess.In anysuchsuit, the prevailingparty shall recover its attorney's fees,court costs aswellas expenses associatedwith the litigation.In the event thatfees,court costs and expenses associated with the litigation areawarded to the City,the Proposal/Bid Bond,ifrequiredforthis project shall beappliedto the paymentofthose costs andanybalance shall be paid bythe Respondent 28.Cancellation:Failure onthepartofthe Respondent tocomplywiththeconditions, specifications,requirements,and terms as determined bytheCity,shall bejustcausefor cancellation of the Award or termination of the contract. 29.Bonding Requirements:The Respondent whensubmittingthe Proposal,shall includea Proposal/Bid Bond,ifrequiredforthisproject,in the amount of 5%of the total amount of thebase Proposal on the Proposal/Bid BondFormincludedherein.Acompanyorpersonal check shall not be deemed a valid Proposal Security. 30.PerformanceandPayment Bond:TheCityofSouth Miami mayrequire the successful Respondent to furnishaPerformanceBondandPaymentBond,eachin the amount of 100% ofthetotal Proposal Price,including Alternatesifany,naming the CityofSouth Miami,and the entity thatmaybe providing asourceof funding forthe Work,astheobligee,as securityforthe faithful performanceofthe Contract andforthepaymentof all personsor entities performinglabor,servicesand/or furnishing materialsin connection herewith.The bonds shall be with asuretycompanyauthorized to dobusinessintheStateof Florida. 30.1.Each PerformanceBond shall beintheamountofonehundredpercent (100%) of the Contract PriceguaranteeingtoCity the completion and performance of the Work covered in the Contract Documents. 30.2.Each Performance Bond shall continueineffectfor five yearafter final completionandacceptanceofthe Work withthe liability equaltoonehundred percent (100%)of the Contract Sum. Thomas F.Pepe 02-23-15 87 30.3.Each Payment bond shall guarantee the full payment of all suppliers,material man,laborers,or subcontractor employed pursuant to thisProject. 30.4.Each Bond shall bewithaSurety company whose qualifications meetthe requirements ofinsurancecompaniesassetforthintheinsurance requirements of this solicitation. 30.5.Pursuant totherequirementsof Section 255.05,Florida Statutes,Respondent shall ensurethatthe Bond(s)referenced above shall berecordedinthe public records of Miami-Dade CountyandprovideCITYwithevidenceofsuch recording. 30.6.Thesurety company shall hold acurrent certificate of authority as acceptable suretyon federal bondsinaccordancewiththeUnitedStates Department of Treasury Circular 570,current revisions. 31.Proposal Guarantee:Notwithstanding the fact thatthe Respondent in submitting a proposal,agreestothe terms containedin the formof contract that ispart of thisRFQ package,the successful Respondent,within ten (10)calendar days ofNoticeofAwardby theCity,shall deliver,totheCity,theexecutedContractand other Contract Documents that provide forthe Respondent's signature,and deliver totheCitythe requiredinsurancedocumentationaswellasaPerformanceandPaymentBondif these bondsarerequired.The Respondent whohastheContractawardedtoitand who fails to execute the Contract andfurnish the requiredBondsandInsurance Documents withinthe specified time shall,attheCity'soption,forfeitthe Proposal/Bid Bond/Security that accompanied the Proposal,and the Proposal/Bid Bond/Security shall be retained as liquidated damages bytheCity.ItisagreedthatiftheCityacceptspaymentfromthe Proposal/Bid Bond,thatthissumisa fair estimateoftheamountof damages theCity will sustainincase the Respondent fails to sign the Contract Documents or fails to furnish therequiredBonds and Insurance documentation.IftheCitydoesnotacceptthe Proposal/Bid Bond,theCitymayproceedtosuefor breach ofcontractif the Respondent fails to performinaccordancewith the ContractDocuments.Proposal/Bid Bond/Securitydepositedintheformofacashier'scheckdrawnona local bankingood standing shall besubjecttothesamerequirementsasa Proposal/Bid Bond. 32.Pre-proposal ConferenceSite Visits:Ifa Mandatory Pre-proposal conferenceisscheduled forthisproject,all Respondents shallattend the conference and tour all areas referenced in the Solicitation Documents.It shall begroundsfor rejecting a Proposal fromaRespondent whodidnotattendthemandatory pre-proposal conference.No pleas of ignorance bythe Respondent ofconditionsthatexist,orthatmayhereinafter exist asaresult of failure to makethenecessaryexaminationsor investigations,or failure to complete anypartofthe RFQ Package,willbeacceptedas basis for varying therequirements of the Contract with theCity of South Miami or the compensationoftheRespondent.The Respondent following receiptofasurveyoftheproperty,if applicable,isboundbyknowledgethat can beseenorsurmisedfromthesurveyandwill not beentitled to anychange order dueto anysuchcondition.If the surveyisprovided before the proposalis submitted,the contract price shall includethe Work necessitated by those conditions.If the surveyisprovided subsequent to the submission of the proposal,the Respondent shall have five calendar days to notifytheCity of any additional costsrequiredbysuchconditionsandtheCity shall have the right to reject the proposalandaward the contract to the second most responsive, responsible bidder with the lowest price or to reject all bids. 33.Time of Completion:Thetimeisofthe essence withregard to the completion ofthe Work to be performed underthe Contract tobeawarded.Delaysand extensions oftime maybeallowedonlyinaccordancewiththeprovisionsstatedintheappropriatesectionof Thomas F.Pepe 02-23-15 88 the Contract Documents,including the ProposalForm.Nochange orders shallbeallowed fordelayscausedby the City,other thanfor extensions oftimeto complete the Work. 34.SubmittalRequirements:All Proposalsshallcomplywith the requirements setforthherein andshallbein accordance with EXHIBIT I,"Scope of Services"and Exhibit #2 "Supplemental Instructionsand Proposal Formatfor Respondents"whichisa part of thisRFQ Package. 35.CancellationofBidSolicitation:TheCity reserves the righttocancel,inwhole or part,any request forproposalwhenitisin the best interest oftheCity. 36.Respondent shall not discriminatewithregard to itshiringof employees or subcontractors orsubconsultantsinitspurchaseof materials or inanywayintheperformanceofits contract if one is awarded,basedonrace,color,religion,nationalorigin,sex,age,sexual orientation,disability,or familial status. 37.All respondents,at the timeofbidopening,must have fulfilled all prior obligationsand commitments to the Cityin order tohave their bid considered,including all financial obligations.Priortotheacceptanceof any bidproposalorquotation,theCity's Finance Department shallcertify that there areno outstanding fines,monies,fees,taxes,liens or other chargesowedtotheCitybythe Respondent anyof the Respondent's principal, partners,members or stockholders (collectively referred toas "Respondent Debtors").A bid,proposal or quotation will notbeaccepteduntil all outstandingdebtsof all Respondent Debtors owedto the cityarepaidin full.Nobidderwhoisindefaultofany prior contract with the Citymayhave their bid considered until the defaultis cured to the satisfactionof theCityManager. 38.Bid Protest Procedure.See attached EXHIBIT 7 39.Evaluation Criteria:Ifthis project istobeevaluatedbyan Evaluation Committee,the evaluation criteria is attached as EXHIBIT S. END OF SECTION Thomas F.Pepe 02-23-15 89 PROPOSAL SUBMITTAL CHECKLIST FORM 'Comprehensive Planand Land Development Code Revision" RFQ#PL20l6-09 Thischecklist indicates theformsanddocumentsrequiredtobesubmittedforthis solicitation andtobepresented bythe deadline setforwithinthe solicitation.Fulfillment of all solicitation requirements listed is mandatory for considerationofresponsetothe solicitation.Additional documentsmayberequiredand,ifso,they will be identified inanaddendumtothis RFQ.Theresponse shall includethe following items: Attachments and Other Documents described below to be Completed IF MARKED WITH AN "X": One (I)original unbound proposal,five (5)additional copies,3-ring bindersarenotpermitted,andone(I)digital (or comparable X medium Including Flash Drive,DVD or CD)copy Supplemental Instructions and Proposal Formatfor Respondents, X EXHIBIT 2 Indemnification and Insurance Documents EXHIBIT 4 y Signed Contract Documents,Professional Services Agreement, A EXHIBIT 6 Respondents Qualification Statement ^List of Proposed Sub Consultants/Subcontractors and Principal Suppliers Non-Collusion Affidavit PublicEntity Crimes andConflictsof Interest DrugFree Workplace Acknowledgement of Conformance withOSHAStandards Affidavit ConcerningFederal &StateVendor Listings RelatedParty Transaction VerificationForm Presentation TeamDeclaration/Affidavitof Representation Check Completed. Submit this checklist along with your proposal indicating the completion and submission of each required forms and/or documents. END OF SECTION Thomas F.Pepe 02-23-15 90 RESPONDENT QUALIFICATION STATEMENT "Comprehensive Plan and Land Development Code Revision1' RFQ#PL20l6-09 The response to thisquestionnaireshallbeutilizedaspartofthe CITY'S overallProposal Evaluation and RESPONDENT selection. 1.Number ofsimilarengagementscompleted, a)In the past 5 years b)In the past 10 years 2.List the last three (3)completedengagements. a)Zoning &LandUseEngagement: Entity Name: Entity Address: Entity Telephone: b)Zoning &Land Use Engagement: Entity Name: Entity Address: Entity Telephone: c)Zoning &Land Use Engagement: EntityName: Entity Address: Entity Telephone: Thomas F.Pepe 02-23-15 91 3.Current workload Project Name Owner Name Telephone Number Contract Price ^^^^H••I^H H^l^l^^^^H ^^^^H••••IBHHi IBHi ^^^^H•••••BHBH •••••^•H ^^^•H ^••H 1HHH•••i miHi^•^•1 ^^^^H^^•H •^•^H •••n ^^^^H§^••1 ••^H BHHI •BHI •••1 ••••^•^•1 4.The following information shall beattachedtotheproposal. a)RESPONDENTS homeofficeorganizationchart. b)RESPONDENTS proposedproject organizational chart c)Resumes ofproposedkeyproject personnel,including on-siteSuperintendent 5.Listanddescribeany: a)Bankruptcy petitions filed by or against theRespondentoranypredecessororganizations, b)Anyarbitration or civil or criminal proceedings,or Suspensionofcontracts or debarringfrom Bidding or Responding byanypublicagencybrought c)against theRespondentinthelast five (5)years 6.Government References: List other Government Agencies or Quasi-government Agenciesforwhichyouhavedonebusinesswithin the past five (5)years. NameofAgency: Address: Telephone No.: Contact Person: Typeof Project Thomas F.Pepe 02-23-15 92 Name of Agency: Address: Telephone No.: Contact Person: Typeof Project Name of Agency: Address: Telephone No.: Contact Person: Typeof Project Thomas F.Pepe 02-23-15 93 LIST OF PROPOSED SUB CONSULTANTS/SUBCONTRACTORS AND PRINCIPAL SUPPLIERS "Comprehensive Plan and Land Development Code Revision" RFQ#PL20I609 Respondent shall list all proposedsub consultants/subcontractors,ifsubcontractorsare allowed bythetermsof this RFQ to be used onthis project if they are awarded the Contract Classification of Work Subcontractor Name Address Telephone,Fax & Email Planning/Forecasting LandUseRegulations Analysis General Research Other Thislist shall be provided totheCityof South Miami bytheapparentlowest responsive and responsible Bidder within five (5)business days after Bid Opening. Thomas F.Pepe 02-23-15 END OF SECTION 94 NON COLLUSION AFFIDAVIT STATE OFFLORIDA ) ) COUNTY OF MIAMI-DADE ) beingfirstdulysworn,deposes and states that: (1)He/She/They is/are the (Owner,Partner,Officer,Representative orAgent)of the Respondent that has submitted the attached Proposal; (2)He/She/Theyis/are fully informedconcerning the preparation and contents of the attached Proposalandofall pertinent circumstancesconcerningsuchProposal; (3)SuchProposalisgenuineandisnota collusive or shamProposal; (4)Neither thesaid Respondent nor anyofitsofficers,partners,owners,agents, representatives,employeesorpartiesin interest,including this affiant,haveinany waycolluded,conspired,connived or agreed,directly or indirectly,withany other Respondent,firm,or person to submit acollusive or sham Proposal in connection with the Work for whichthe attached Proposalhasbeen submitted;or torefrain from Bidding or proposing in connection withsuch Work;or haveinanymanner, directly or indirectly,soughtby agreement or collusion,or communication,or conference withanyRespondent,firm,or persontofixany overhead,profit,or cost elements of the Proposal or ofany other Respondent,or tofixany overhead,profit, or cost elements oftheProposalPrice or the ProposalPriceofany other Respondent,or to secure through anycollusion,conspiracy,connivance,or unlawful agreement anyadvantageagainst(Recipient),or any person interested in the proposed Work; (5)Theprice or prices quoted inthe attached Proposalarefairand proper and are not tainted byanycollusion,conspiracy,connivance,or unlawful agreement on the part ofthe Respondent or any other ofitsagents,representatives,owners,employees or parties of interest,includingthis affiant. Signed,sealedanddeliveredin the presence of: By: Witness Signature Witness Print Name and Title Date Thomas F.Pepe 02-23-15 95 STATE OF FLORIDA COUNTY OF MIAMI-DADE ACKNOWLEDGEMENT On this the day of __,20,before me,the undersigned Notary Public oftheState of Florida,personally appeared(Name(s)of individual(s)who appeared beforenotary)and whose name(s)is/are Subscribed tothewithininstrument,andhe/she/theyacknowledgethat he/she/they executed it. WITNESS seal. NOTARY PUBLIC: SEAL OF OFFICE: Thomas F.Pepe 02-23-15 my hand and official Notary Public,State of Florida (Nameof Notary Public:Print,Stampor typeas commissioned.) Personally known to me,or Personal identification: Typeof Identification Produced Did take an oath,or Did Not take an oath. 96 PUBLIC ENTITY CRIMES AND CONFLICTS OF INTEREST Pursuant totheprovisionsofParagraph(2)(a)ofSection 287.133,Florida State Statutes -"A person or affiliate whohasbeenplacedontheconvicted vendor list following aconvictionfora publicentitycrimemaynotsubmitaProposal or bidona Contract toprovideany goods or servicestoapublicentity,may not submita Bid or proposalfora Contract withapublic entity for the construction ofrepairofa public building or public work,may not submitbids or proposals onleases or real property toapublicentity,may not beawardedto perform Work asa RESPONDENT,Sub-contractor,supplier,Sub-consultant,or Consultant under a Contract withanypublicentity,andmay not transact businesswithanypublic entity inexcessof the threshold amount Category TwoofSection 287.017,Florida Statutes,for thirty six(36)months from the dateofbeingplacedon the convicted vendor list". The award ofany contract hereunder is subject to the provisionsof Chapter 112,Florida State Statutes.Respondentsmustdisclosewith their Proposals,thenameofanyofficer,director, partner,associate or agentwhoisalsoanofficer or employeeof the CityofSouth Miami or its agencies. SWORN STATEMENT PURSUANT TO SECTION 287.133 (3)(a), FLORIDA STATUTES.ON PUBLIC ENTITY CRIMES THIS FORM MUST BE SIGNED AND SWORN TO IN THE PRESENCE OF A NOTARY PUBLIC OR OTHER OFFICIAL AUTHORIZED TO ADMINISTER OATHS. I.This sworn statement is submitted to [print nameof the publicentity] by [print individual's nameandtitle] for [printnameofentitysubmitting sworn statement] whose business addressjs and(if applicable)itsFederalEmployer Identification Number (FEIN)is .(If the entityhasno FEIN,includetheSocialSecurity Number of the individual signing thissworn statement: ) 2.I understand that a "public entitycrime"asdefinedinParagraph 287.133 (l)(g), Florida Statutes,meansaviolationofany state orfederallawbyapersonwith respect toanddirectlyrelatedtothetransactionof business withany public entityorwithan agency or politicalsubdivisionofany other state or of the UnitedStates,including,but not limited to ,anybid,proposalor contract for goods or servicestobeprovidedto Thomas F.Pepe 02-23-15 97 anypublicentityoranagencyor political subdivision ofany other stateorofthe United Statesand involving antitrust,fraud,theft,bribery,collusion,racketeering,conspiracy,or material misrepresentation. 3.I understand that "convicted"or "conviction"as defined in Paragraph 287.133 (I) (b),Florida Statutes,meansa finding of guilt oraconvictionofa public entitycrime,with or without anadjudication of guilt,inany federal or state trial court ofrecordrelating to charges broughtbyindictmentor information after July I,1989,asaresult of ajury verdict,non-jury trial,orentryofapleaofguiltyornolo contendere. 4.I understandthatan "affiliate"as defined in Paragraph 287.133 (I)(a),Florida Statutes,means: (a)Apredecessororsuccessorofapersonconvictedofa public entity crime;or (b)Anentityunderthecontrolofany natural person who isactiveinthe management of the entityandwhohasbeenconvictedofapublic entity crime.The term "affiliate"includes those officers,directors,executives, partners,shareholders,employees,members,andagentswhoareactiveinthe management of an affiliate.The ownershipby one person of shares constituting acontrolling interest inanyperson,orapoolingof equipment orincomeamong personswhen not for fair market valueunderanarm'slengthagreement,shall bea prima facie casethatonepersoncontrolsanotherperson.Apersonwho knowinglyentersintoajointventurewithapersonwhohasbeenconvictedofa public entity crimein Florida during the preceding36 months shall be considered an affiliate. 5.I understandthata"person"asdefinedin Paragraph 287.133 (I)(e),Florida Statutes,meansanynaturalpersonor entity organizedunderthelaws of anystateorof theUnitedStateswith the legal powerto enter intoa binding contract andwhichbids orproposal or applies to bidorproposalon contracts fortheprovision of goodsor servicesletbyapublicentity,orwhich otherwise transactsorapplies to transact businesswithapublicentity.The term "person"includes those officers,directors, executives,partners,shareholders,employees,members,andagents who areactivein management of anentity. 6.Based on information and belief,the statement which I have marked below is true in relation to the entity submittingthissworn statement [Indicate which statement applies.] Neither the entity submittingthissworn statement,noranyofitsofficers, directors,executives,partners,shareholders,employees,members,oragents who are activeinthemanagementoftheentity,norany affiliate oftheentityhasbeencharged withandconvicted of a public entitycrimesubsequent to July I,1989. Theentitysubmittingthissworn statement,oroneor more ofitsofficers, directors,executives,partners,shareholders,employees,members,oragentswhoare activeinthemanagementoftheentity,oran affiliate oftheentityhasbeen charged with andconvictedofa public entitycrimesubsequentto July 1,1989. Thomas F.Pepe 02-23-15 98 Theentity submitting thisswornstatement,oroneormoreofitsofficers, directors,executives,partners,shareholders,employees,members,oragents who are activeinthemanagementoftheentity,oran affiliate of the entityhasbeenchargedwith andconvictedofa public entitycrimesubsequentof July I,1989.However,there has beenasubsequentproceedingbeforea Hearing Officer of theStateof Florida,Division ofAdministrative Hearings andthe Final Orderenteredbythe Hearing Officer determinedthatitwas not inthe public interesttoplacetheentitysubmittingthis sworn statement ontheconvictedvendorlist [attach acopyofthe final order.] I UNDERSTAND THAT THE SUBMISSION OF THIS FORM TO THE CONTRACTING OFFICER FORTHE PUBLIC ENTITY INDENTIFIED IN PARAGRAPH I (ONE)ABOVE IS FOR THAT PUBLIC ENTITY ONLY,AND THAT THIS FORM IS VALID THROUGH DECEMBER 31 OF THE CALENDAR YEAR IN WHICH IT IS FILED.I ALSO UNDERSTAND THAT I AM REQUIRED TO INFORM THEPUBLIC ENTITY PRIOR TO ENTERING INTO A CONTRACT IN EXCESS OF THE THRESHOLD AMOUNT PROVIDED IN SECTION 287.017,FLORIDA STATUTES.FOR CATEGORY TWO OF ANY CHANGE IN THE INFORMATION CONTAINED IN THIS FORM. [Signature] Sworn to and subscribed before me this day of ,20. Personally known ORProducedidentification Notary Public-State of My commission expires (Typeofidentification) (Printed,typed orStamped commissioned FormPUR7068 (Rev.06/11/92 Name of notary public Thomas F.Pepe 02-23-15 99 DRUG FREE WORKPLACE Whenever twoormore Bids or Proposals which are equal with respectto price,quality and serviceare received bytheState or byany political subdivisions fortheprocurementof commodities or contractual services,a Bid or Proposal received froma business that certifies thatit has implemented a drug-free workplace program shall be given preference intheaward process.Established proceduresfor processing tie Bids or Proposals shall be followed ifnone ofthetiedvendors have adrug-free workplace program.In order to have adrug-free workplace program,abusinessshall: 1)Publish astatement notifying employees thatthe unlawful manufacture, distribution,dispensing,possession,or useofacontrolledsubstanceis prohibitedintheworkplaceand specifying theactionsthat shall betakenagainst employeesforviolationsofsuchprohibition. 2)Inform employees aboutthe dangers ofdrugabuseinthe workplace,the business'policy of maintaining adrug-free workplace,any available drug counseling,rehabilitation,andemployeeassistanceprograms,andthepenalties that maybeimposeduponemployeesfordrugabuseviolations. 3)Giveeachemployee engaged in providing thecommodities or contractual services that are under Bid acopyof the statement specifiedinSubsection (I). 4)In thestatement specified in Subsection (I),notify the employees,that,asa conditionofworkingofthecommoditiesor contractual services that are under Bid,heemployeeshallabidebythetermsofthe statement andshall notify the employee ofanyconvictionof,or pleaofguilty or nolo contendere to,any violationof Chapter 893 or ofany controlled substance lawof the United States or any state,foraviolation occurring in the workplace no later than five (5) businessdays after suchconviction. 5)Imposeasanctionon,or require the satisfactoryparticipationinadrugabuse assistance or rehabilitationprogram,ifsuchisavailableinthe employee's community,byanyemployeewhoissoconvicted. 6)Makeagoodfaith effort to continue tomaintainadrug-free workplace through implementation ofthissection. As the personauthorizedtosignthestatement,I certify that thisfirmcomplies fully with the above requirements. RESPONDENT'SSignature: Print Name: Date: Thomas F.Pepe 02-23-15 100 ACKNOWLEDGEMENT OF CONFORMANCE WITH OSHA STANDARDS TO THE CITY OF SOUTH MIAMI We,,(Nameof CONTRACTOR),hereby acknowledge andagree that as CONTRACTOR for the "Comprehensive Plan and Land Development Code Revision"project asspecifiedhavethesoleresponsibilityfor compliancewith all the requirements of the FederalOccupationalSafetyandHealthActof 1970,andallStateandlocalsafetyandhealthregulations,andagree to indemnify andhold harmless the City of South Miami and N/A (Consultant)againstanyand all liability,claims, damages,lossesand expenses theymayincurduetothefailureof (Sub-contractor's names): to comply with such act or regulation. CONTRACTOR Witness BY: Name Title Thomas F.Pepe 02-23-15 101 AFFIDAVIT CONCERNING FEDERAL AND STATE VENDOR LISTINGS Theperson,or entity,whoisrespondingtotheCity'ssolicitation,hereinafter referred toas "Respondent",must certify thatthe Respondent's name DoesNotappearontheStateof Florida,Department of Management Services,"CONVICTED,SUSPENDED, DISCRIMINATORY FEDERAL EXCLUDED PARTIES and COMPLAINTS VENDOR LISTINGS". If theRespondent's name Does appear ononeor all the "Listings"summarized below, Respondents must"Checkif Applies"nexttothe applicable "Listing."The "Listings"canbe accessed throughthe following link tothe Florida Departmentof Management Services website: http://www.dms.myflorida.com/business operations/state purchasing/vendor informati on/convictedsuspended discriminatory_complaints vendorjists DECLARATION UNDER PENALTY OF PERJURY I,(hereinafterreferredtoasthe"Declarant")state,under penaltyofperjury,thatthe following statements aretrueand correct (1)I represent theRespondentwhosenameis . (2)I havethe following relationship withthe Respondent (Owner (ifRespondentisasoleproprietor),President(ifRespondentisacorporation)Partner(if Respondent isa partnership),General Partner (if Respondent isa Limited Partnership)or Managing Member(ifRespondentisa Limited Liability Company). (3)I havereviewedthe Florida Departmentof Management Services websiteatthe followingURL address: http://www.dms.myfIorida.com/business_operations/state_purchasing/vendoMnformation/convi cted_suspended_discriminatory_complaints_vendorJists (4)I have entered an"x"or acheckmarkbesideeach listing/category setforthbelowifthe Respondent's nameappearsinthelistfoundontheFlorida Department ofManagement Services website for that category or listing.If I didnot enter amarkbesidealisting/categoryit means that I amattestingtothefactthattheRespondent'snamedoesnotappearonthe listing forthatcategoryinthe Florida Department of Management Serviceswebsiteasof the dateof this affidavit. Check if Applicable Convicted Vendor List Suspended Vendor List Discriminatory Vendor List Federal Excluded Parties List Vendor ComplaintList FURTHER DECLARANT SAYETH NOT. (Print nameof Declarant) By: (SignatureofDeclarant) ACKNOWLEDGEMENT STATE OF FLORIDA ) COUNTY OF MIAMI-DADE ) Thomas F.Pepe 02-23-15 102 Onthisthedayof ,20,beforeme,theundersigned authority,personally appeared whois personallyknowtome or whoprovidedthe following identification and who took anoath or affirmed that that he/she/they executed the foregoing Affidavit asthe Declarant. WITNESS myhandand official seal. Notary Public,StateofFlorida NOTARY PUBLIC: SEAL ___^^ (Nameof Notary Public:Print Stamp or typeascommissioned.) Thomas F.Pepe 02-23-15 103 RELATED PARTY TRANSACTION VERIFICATION FORM I _,individually andon behalf of ("Firm")have Name of Representative Company/Vendor/Entity readtheCityof South Miami ("City")'s Codeof Ethics,Section 8A-Iof the Cit/s CodeofOrdinancesand I hereby certify,under penalty ofperjurythattothebestof myknowledge,informationandbelief: (1)neither I northe Firm have any conflict ofinterest (as defined insection8A-I)withregard tothe contract or businessthat I,and/orthe Firm,am(are)abouttoperformfor,orto transact with,the City,and (2)neither I norany employees,officers,directorsofthe Firm,noranyonewhohasa financial interest greater than5%intheFirm,hasany relative(s),asdefinedinsection 8A-1,whoisan employeeoftheCityorwhois(are)an appointed orelected official ofthe City,orwhois(are) amemberofany public bodycreatedbytheCity Commission,/.e.,aboard or committeeofthe City,[while theethicscode still applies,ifthepersonexecutingthisformisdoingsoonbehalf ofafirmwhosestockis publicly traded,the statement inthissection(2)shall bebasedsolely onthe signatory's personalknowledgeandhe/sheisnotrequiredtomakeanindependent investigationas to the relationship of employees or those who havea financial interest in the Firm.];and (3)neither I northe Firm,noranyonewhohasa financial interest greater than5%inthe Firm, noranymemberof those persons'immediate family (i.e.,spouse,parents,children,brothers andsisters)hastransactedor entered intoanycontract(s)withtheCity or hasa financial interest direct or indirect,inanybusinessbeing transacted with the city,or withany person or agencyactingfor the city,other thanasfollows: (use(ifnecessary,usea separate sheet to supplyadditionalinformation that will not fitonthis line;however,youmustmake reference,ontheabove line,to the additional sheet and the additional sheet mustbesigned under oath),[while the ethicscodestill applies,ifthepersonexecutingthisformisdoingsoonbehalfofafirm whose stockis publicly traded,the statement inthis section (3)shallbebasedsolelyonthe signatory's personal knowledgeandhe/sheisnotrequiredtomakean independent investigation asto the relationship of those who havea financial interest inthe Firm.];and (4)no elected and/or appointed official or employeeoftheCityofSouth Miami,or anyof their immediate family members (i.e.,spouse,parents,children,brothers and sisters)hasa financial interest directly or indirectly,inthe contract betweenyou and/or yourFirmandtheCity other than the following individuals whose interest issetforthfollowing their usea separate names: (if necessary,usea separate sheet tosupplyadditionalinformation that will not fitonthisline; however,youmustmake reference,ontheabove line,to the additional sheet and the additional sheet mustbesignedunderoath).ThenamesofallCityemployeesandthatofall elected and/or appointedcity officials or boardmembers,whoown,directly or indirectly,an interest of five percent (5%)or more ofthetotalassetsofcapital stock inthefirmareas follows: Thomas F.Pepe 02-23-15 104 (if necessary,usea separate sheetto supply additional information that will not fit onthis line; however,youmustmake reference,onthe above line,tothe additional sheet and the additional sheetmustbe signed under oath),[while the ethics code still applies,ifthe person executing this form is doing soon behalf ofa firm whosestockis publicly traded,thestatement in this section (4)shall be based solely onthe signatory's personal knowledge and he/sheisnot required to make an independent investigation as tothe financial interest in the Firm ofcity employees,appointed officials orthe immediate family membersofelectedand/or appointed official or employee.] (5)I andthe Firm further agreenottouseorattempttouseany knowledge,propertyor resource which may cometousthroughour position oftrust,orthroughour performance of ourdutiesunderthe terms ofthecontractwiththeCity,tosecurea special privilege,benefit orexemptionfor ourselves,orothers.We agree thatwemaynotdiscloseoruse information, not available tomembersofthe general public,forour personal gain orbenefitorforthe personal gain orbenefitofany other personorbusinessentity,outsideofthenormal gain or benefitanticipatedthrough the performance ofthe contract. (6)I andthe Firm hereby acknowledge thatwe have not contracted or transacted any business withtheCityor any personor agency acting for theCity,and thatwehavenot appeared in representationofanythirdpartybeforeany board,commissionoragencyoftheCitywithin thepast two years other thanas follows: (if necessary,useaseparatesheettosupply additional informationthatwillnot fitonthis line;however,you must makereference,on the aboveline,totheadditional sheet and the additional sheet must be signed underoath).X:\PurchasingWendor Registration 12.28.12 RELATED PARTY TRANSACTION VERIFICATION FORM [3].docx (7)Neither I norany employees,officers,ordirectorsofthe Firm,nor anyoftheirimmediate family (i.e.,asaspouse,son,daughter,parent brother orsister)isrelatedbybloodor marriage to:(i)any member of the CityCommission;(ii)anycityemployee;or (Hi)any member ofany boardoragencyof the City other thanas follows: (ifnecessary,useaseparate sheet tosupplyadditional information that will not fitonthis line;however,you must make reference,on the aboveline,to the additional sheet andtheadditional sheet must besigned under oath),[while the ethics code still applies,if the person executing thisformisdoingsoon behalfofa firm whose stock is publicly traded,the statement inthissection(7)shall bebased solelyonthesignatory'spersonalknowledgeandhe/sheis not required to makean independent investigation as to the relationship bybloodor marriage ofemployees,officers,or directors of the Firm,or ofanyof their immediatefamily to any appointed or elected officials of theCity,ortotheirimmediate family members]. (8)No Other Firm,noranyofficersordirectors of that Other Firm oranyonewhohasa financial interestgreaterthan 5%inthatOther Firm,noranymemberofthose persons' immediate family (i.e.,spouse,parents,children,brothersandsisters)noranyofmyimmediate family members (hereinafterreferredtoas"Related Parties")has responded toa solicitation by theCityinwhich I orthe Firm that I representoranyonewhohasa financial interestgreater than 5%inthe Firm,orany member ofthosepersons'immediate family (i.e.spouse,parents, children,brothersandsisters)have also responded,other thanthe following: Thomas F.Pepe 02-23-15 105 (if necessary,usea separate sheetto supply additional information that will not fit onthis line;however,youmustmakereference,ontheabove line,tothe additional sheet and the additional sheet must be signed under oath),[while the ethics code still applies,ifthe person executing this form is doing soon behalf ofa firm whosestockis publicly traded,the statementinthissection (8)shall be based solely onthe signatory's personal knowledgeand he/sheisnot required to make an independent investigation intotheOther Firm,orthe Firm he/she represents,as totheir officers,directors or anyone having a financial interest in those Firms or any oftheir any member ofthose persons'immediate family.] (9)I and the Firm agree thatweare obligated to supplement this Verification Form and inform theCityof any change in circumstances that would change our answers tothis document. Specifically,after the opening of any responses toa solicitation,I and the Firm have an obligation to supplement thisVerificationFormwith the name of all RelatedParties who have also responded tothesame solicitation and to disclose the relationship ofthose parties tome and the Firm. (10)A violation ofthe City's Ethics Code,the giving of any false information orthe failure to supplement this Verification Form,may subject meorthe Firm to immediate termination of any agreementwiththeCity,and the imposition ofthe maximum fine and/orany penalties allowed by law.Additionally,violations maybe considered by and subject to action bythe Miami-Dade County Commission on Ethics.Under penalty of perjury,I declare that I have madea diligent effortto investigate themattersto which I amattesting hereinabove and thatthestatements made hereinabove aretrue and correcttothebestofmy knowledge,information and belief. Signature: Print Name &Title: Date: Thomas F.Pepe 02-23-15 106 Sec.8A-1.-Conflict of interest and code of ethics ordinance. (a)Designation. Thissection shall bedesignatedandknownasthe"CityofSouth Miami Conflictof Interest and Codeof Ethics Ordinance."Thissection shall be applicable to all citypersonnelasdefined below,and shall also constitute a standard of ethical conduct and behavior for all autonomous personnel,quasi-judicial personnel,advisorypersonneland departmental personnel.The provisionsofthissectionshallbeappliedinacumulativemanner.By wayofexample,and not as alimitation,subsections (c)and(d)maybeappliedto the same contract or transaction. (b)Definitions.Forthepurposesofthissectionthe following definitions shall be effective: (1)The term "commissionmembers"shallreferto the mayorand the membersof the city commission. (2)The term "autonomous personnel"shallrefertothemembersof autonomous authorities, boardsandagencies,suchasthecitycommunity redevelopment agencyandthehealth facilities authority. (3)The term "quasi-judicial personnel"shallreferto the membersof the planning board,the environmental review and preservation board,the code enforcement board andsuch other individuals,boards and agenciesof the cityas perform quasi-judicial functions. (4)The term "advisorypersonnel"shall refertothemembersofthosecityadvisoryboardsand agencies whose sole or primaryresponsibilityis to recommend legislation or giveadvice to the city commission. (5)Theterm"departmentalpersonnel"shall refertothecityclerk,thecity manager, department heads,the cityattorney,andallassistantstothecityclerk,citymanagerandcity attorney,however titled. (6)Theterm "employees"shall referto all other personnel employed bythe city. (7)Theterm"compensation"shall refertoany money,gift,favor,thingof value or financial benefit conferred,or to be conferred,in return for services rendered or to be rendered. (8)Theterm "controlling financial interest"shall referto ownership,directly or indirectly,of ten percent or more oftheoutstandingcapitalstockinany corporation or adirect or indirect interestoften percent or moreina firm,partnership,or other businessentityatthetimeof transactingbusinesswiththecity. (9)Theterm "immediate family"shall refertothe spouse,parents,children,brothers and sisters of the person involved. (10)Theterm"transact any business"shall refertothe purchase or sale by the city of specific goodsorservicesfor consideration andto submitting a bid,a proposal inresponsetoa RFQ,a statementof qualifications inresponsetoarequestbythe city,orenteringintocontract negotiations for the provision onany goods or services,whichever first occurs. (c)Prohibition ontransactingbusinesswiththecity. Noperson included in theterms defined in paragraphs (b)(1)through (6)and in paragraph (b)(9)shall enterinto any contractortransact any business in which that person ora member ofthe immediate family has a financial interest direct or indirect with the city or any person or agency actingforthe city,andanysuchcontract,agreementor 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 affect forfeiture of office or position. Nothing inthis subsection shall prohibitor make illegal: (I)The payment of taxes,special assessments or fees for services provided by the city government; Thomas F.Pepe 02-23-15 107 (2)The purchase of bonds,anticipation notes orother securities that may be issued by the city through underwriters or directlyfromtimetotime. Waiver of prohibition.The requirements of this subsection may be waived fora particular transaction only byfour affirmative votesofthecity commission after public hearing upon finding that: (1)An open-to-all sealed competitive proposal has been submitted bya city personas defined inparagraphs (b)(2),(3)and(4); (2)The proposal hasbeen submitted bya person or firm offering services within thescopeof thepracticeof architecture,professional engineering,or registered land surveying,as defined by thelawsofthestateandpursuanttothe provisions oftheConsultants'Competitive Negotiation Act,andwhentheproposal has been submitted bya city person defined in paragraphs (b)(2),(3)and(4); (3)Thepropertyor services tobe involved in theproposed transaction are unique andthe city cannot avail itselfofsuch property or serviceswithoutenteringatransactionwhichwould violatethissubsectionbutforwaiverofitsrequirements;and (4)Thattheproposedtransaction will beinthebestinterestofthe city. Thissubsection shall be applicable onlytoprospective transactions,andthecity commission mayinnocaseratifya transaction entered inviolationofthis subsection. Provisions cumulative.This subsection shall be taken to be cumulative and shall not be construed toamend or repealany other lawpertainingtothesamesubject matter. (d)Furtherprohibitionon transacting businesswiththecity. No person includedinthe terms definedinparagraphs (b)(1)through(6)andinparagraph (b)(9)shall enter intoany contract or transactanybusinessthrougha firm,corporation, partnership or business entity inwhich that person or any member of the immediate family has acontrolling financial interest,direct or indirect,with the city or anyperson or agencyacting forthecity,andanysuch contract,agreement orbusinessengagement entered inviolationof this subsection shall render the transaction voidable.Theremainingprovisionsof subsection (c) willalsobeapplicable to this subsection asthough incorporated by recitation. Additionally,nopersonincludedin the termdefinedinparagraph (b)(1)shall voteon or participateinanywayinany matter presented tothecitycommissionif that personhasanyof the following relationships withanyofthepersons or entitieswhichwouldbe or mightbe directly or indirectlyaffectedbyanyactionofthecitycommission: (I)Officer,director,partner,ofcounsel,consultant employee,fiduciaryor beneficiary;or (2)Stockholder,bondholder,debtor,or creditor,ifinanyinstancethe transaction or matter wouldaffectthepersondefinedinparagraph (b)(1)inamannerdistinctfromthemannerin whichitwouldaffectthe public generally.Any person included intheterm defined inparagraph (b)(I)whohasanyofthe specified relationships or whowouldor might,directly or indirectly, realizea profit by the actionof the citycommissionshall not vote on or participate inanyway in the matter. (E)Gifts. (l)Defmition.Theterm "gift"shall refertothetransferof anything ofeconomic value,whether in the formofmoney,service,loan,travel,entertainment,hospitality,item or promise,or inany other form,without adequate and lawful consideration. (2)Exceptions.Theprovisionsofparagraph (e)(1)shall notapplyto: a.Political contributions specifically authorized by state law; b.Giftsfromrelatives or members ofone'shousehold,unlessthe person isa conduit onbehalf ofathirdpartytothedeliveryofagiftthatisprohibitedunderparagraph(3); c.Awards forprofessional or civic achievement; Thomas F.Pepe 02-23-15 108 d.Material suchasbooks,reports,periodicals or pamphletswhicharesolely informational or of an advertising nature. (3)Prohibitions.Apersondescribedin paragraphs (b)(1)through(6)shall neithersolicitnor demandany gift.Itisalso unlawful foranypersonorentitytooffer,give or agreetogive to any person included intheterms defined in paragraphs (b)(1)through(6),or foranyperson includedin the terms definedinparagraphs (b)(1)through(6)to accept or agreeto accept from another person or entity,anygiftfor or becauseof: a.An official publicactiontaken,or to betaken,orwhichcouldbe taken,or anomission or failure to take apublic action; b.A legal duty performed or to be performed,or whichcouldbe performed,or anomissionor failure to perform a legal duty; c.A legal dutyviolated or tobeviolated,or whichcouldbeviolatedbyanypersonincludedin the term definedinparagraph (b)(1);or d.Attendance or absence fromapublicmeetingatwhich official actionis to betaken. (4)Disclosure.Anypersonincludedinthe term defined inparagraphs (b)(1)through(6)shall discloseany gift,or seriesofgiftsfromanyoneperson or entity,having avalueinexcessof $25.00.The disclosureshallbemadeby filing acopyof the disclosure form required by chapter 112,Florida Statutes,for "local officers"withthecityclerksimultaneouslywiththe filing oftheformwiththeclerkofthe county andwith the Florida Secretary ofState. (f)Compulsory disclosure by employees of firms doing business with the city. Shouldany person includedinthetermsdefinedinparagraphs (b)(1)through (6)beemployed bya corporation,firm,partnership or businessentityinwhich that person or theimmediate family does not haveacontrolling financial interest andshould the corporation,firm, partnership or business entity havesubstantialbusiness commitments to or fromthecity or any city agency,or besubjectto direct regulationbythecity or acityagency,thentheperson shall filea sworn statement disclosingsuch employment and interest with the clerk ofthecity. (g)Exploitation of officialpositionprohibited. Nopersonincludedin the terms definedinparagraphs(b )(l)through(6)shall corruptly use or attempt to usean official positionto secure specialprivileges or exemptions for that person or others. (h)Prohibition onuse of confidential information. Noperson included inthetermsdefinedin paragraphs (b)(1)through(6)shall accept employment or engageinanybusiness or professionalactivitywhichonemight reasonably expect wouldrequire or induceoneto disclose confidential informationacquiredby reasonofan official position,nor shall that personinfacteverdiscloseconfidentialinformation garnered or gainedthroughan official positionwiththecity,nor shall thatpersoneverusesuch information,directlyorindirecdy,forpersonal gain orbenefit. (i)Conflicting employment prohibited. Noperson included intheterms defined in paragraphs (b)(1)through(6)shall accept other employmentwhichwouldimpairindependenceofjudgmentintheperformanceofany public duties. (j)Prohibitionon outside employment. (I)Noperson included intheterms defined in paragraphs (b)(6)shall receive any compensation forservicesasan officer or employee ofthe city from anysourceotherthanthe city,exceptas maybe permitted asfollows: a.Generally prohibited.No full-time city employee shall acceptoutside employment,either incidental,occasional orotherwise,wherecitytime,equipmentormaterialistobeusedor wheresuchemployment or anypart thereof istobeperformedoncitytime. Thomas F.Pepe 02-23-15 109 b.When permitted.A full-time city employee may accept incidental or occasional outside employment so long assuch employment isnot contrary,detrimental or adverse totheinterest ofthe city or any ofits 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 acompleterecordofsuch employment. d.Penalty.Any person convicted of violating any provision of this subsection shall be punished as provided in section I-I I oftheCodeof Miami-Dade County and,in addition shall be subject to dismissal bythe appointing authority.The city may also assess against a violator a fine notto exceed $500.00 and thecostsof investigation incurred by the city. (2)All full-time city employees engaged in any outside employment for any person,firm, corporation or entity other thanthecity,or anyofits agencies or instrumentalities,shall file, underoath,an annual report indicating thesourceofthe outside employment,thenatureof thework being doneand any amountof money or other consideration received bythe employee from theoutside employment.City employee reports shall be filed with the city clerk.Thereports shall be available ata reasonable timeand place for inspection bythe public. The city manager may require monthly reportsfrom individual employees orgroupsof employees forgoodcause.. (k)Prohibited investments. Noperson included intheterms defined in paragraphs (b)(1)through(6)oramemberofthe immediate family shall havepersonal investments inanyenterprise which will create a substantial conflict betweenprivateinterestsandthe public interest. (I)Certain appearances and payment prohibited. (1)Noperson included inthetermsdefinedin paragraphs (b)(1),(5)and(6)shall appearbefore anycity board or agencyandmakea presentation onbehalfofa third person with respect to anymatter,license,contract,certificate,ruling,decision,opinion,rate schedule,franchise,or other benefitsoughtbythethirdperson.Nor shall thepersonreceiveanycompensationor gift,directly or indirectly,for services renderedtoathirdperson,whohas applied fororis seekingsomebenefitfromthecity or acity agency,inconnectionwiththeparticularbenefit soughtbythethirdperson.Norshalltheperson appear inany court orbeforeany administrativetribunalas counselor legaladvisortoapartywhoseeks legal relief from thecity or acityagency through the suitin question. (2)Noperson included inthetermsdefinedin paragraphs (b)(2),(3).and(4)shall appearbefore the citycommission or agencyonwhich the person serves,either directly or through an associate,andmakea presentation onbehalfofa third person with respect toany matter, license,contract certificate,ruling,decision,opinion,rate schedule,franchise,or other benefit soughtby the thirdperson.Nor shall suchpersonreceiveany compensation or gift,directly or indirectly,forservices rendered toathirdpartywhohasappliedfor or isseeking some benefit from the citycommission or agencyonwhich the person serves in connection with the particular benefit sought by the thirdparty.Nor shall the person appear inany court or before anyadministrativetribunalascounselor legal advisortoathirdpartywhoseeks legal relieffrom the citycommission or agencyonwhichsuchperson serves through the suitin question. (m)Actions prohibited when financial interests involved. Nopersonincludedinthetermsdefinedinparagraphs(b)(I)through(6)shall participatein any official actiondirectly or indirectlyaffectingabusinessinwhich that person or any member oftheimmediate family hasa financial interest.A financial interest isdefinedinthissubsection toinclude,but not belimitedto,any direct or indirect interest inany investment,equity,or debt. (n)Acquiring financial interests. Thomas F.Pepe 02-23-15 110 Noperson included in theterms defined in paragraphs (b)(1)through(6)shall acquirea financial interestinaproject,business entityorpropertyatatimewhenthepersonbelievesor hasreasontobelievethatthe financial interest maybedirectly affected by official actions or by official actionsbythecityorcity agency of which thepersonisan official,officeroremployee. (0)Recommending professional services. Noperson included intheterms defined in paragraphs (b)(1)through(4)mayrecommendthe servicesofanylawyer or law firm,architectorarchitectural firm,public relations firm,or any other personor firm,professional orotherwise,toassistinanytransaction involving thecityor anyofits agencies,provided that arecommendationmayproperlybemadewhen required to bemadeby the duties of office andinadvanceatapublicmeeting attended by other city officials,officers or employees. (p)Continuing application after city service. (1)Noperson included intheterms defined in paragraphs (b)(1),(5)and(6)shall,foraperiod oftwoyearsafterhisorhercityservice or employmenthasceased,lobbyanycity official [as definedin paragraphs (b)(1)through(6)]inconnectionwithany judicial or other proceeding,application,RFP,RFQ, bid,request forruling or other determination,contract claim,controversy,charge,accusation, arrest or other particular subject matter inwhich the city or oneofitsagenciesisa party or hasany interest whatever,whether direct or indirect.Nothingcontainedinthis subsection shall prohibit any individual fromsubmittinga routine administrative request or application to acity department or agencyduring the two-year periodafterhis or herservicehasceased. (2)Theprovisionsof the subsection shall not applyto persons who become employedby governmental entities,501(c)(3)non-profitentitiesoreducational institutions or entities,and wholobbyonbehalfof those entities in their official capacities. (3)Theprovisionsofthis subsection shallapplytoall persons described inparagraph (p)(l) whose city service or employment ceased after the effective date of the ordinance fromwhich this section derives. (4)No person describedinparagraph(p)(l)whosecityservice or employmentceasedwithin twoyears prior to the effectivedateofthis ordinance shallforaperiodof two years after his orherservice or employment enter intoa lobbying contract tolobbyanycity official in connection withany subject describedinparagraph (p)(l)inwhich the city or oneofits agenciesisaparty or hasany direct andsubstantial interest;andinwhichhe or she participated directly or indirectlythroughdecision,approval,disapproval,recommendation,therenderingof advice,investigation,or otherwise,duringhis or hercityserviceor employment Aperson participated "directly"whereheorshewas substantially involved intheparticularsubject matter through decision,approval,disapproval,recommendation,the rendering ofadvice, investigation,orotherwise,duringhisorhercityservice or employment.Apersonparticipated "indirectly"whereheorshe knowingly participated in any way in theparticularsubjectmatter through decision,approval,disapproval,recommendation,therenderingof advice,investigation, orotherwise,duringhis or hercityserviceoremployment.All personscoveredbythis paragraph shall executean affidavit onaformapprovedbythecity attorney priorto lobbying anycity official attesting that the requirementsofthissubsectiondonotprecludethepersonfrom lobbying city officials. (5)Any personwho violates this subsection shall besubjecttothe penalties provided in section 8A-2(p). (q)City attorney to render opinionsonrequest. Whenever any person included in theterms defined in paragraphs (b)(1)through(6)and paragraph (b)(9)isindoubtastotheproperinterpretationor application ofthis conflict of interestandcodeofethics ordinance,orwheneveranypersonwhorenders services tothecity Thomas F.Pepe 02-23-15 111 is in doubtastothe applicability ofthe ordinance that person,may submit tothe city attorneya full written statement ofthe facts and questions.The city attorney shall then render an opinion to such person and shall publish these opinions withoutuseofthe name ofthe person advised unless the person permits the use of aname. (Ord.No.6-99-1680,§2,3-2-99) Editor's note-Ord.No.6-99-1680,§I,adopted 3-2-99,repealed §§8A-I and 8A-2 in their entiretyandreplacedthemwithnew §§ 8A-I and 8A-2.Former §§8A-I and 8A-2 pertained to declaration of policy and definitions, respectively,and derived fromOrd.No.634,§§I (I A-1),I (IA-2)adopted Jan.II,1969. Thomas F.Pepe 02-23-15 112 PRESENTATION TEAM DECLARATION/AFFIDVAIT OF REPRESENTATION This affidavit isnotrequiredforcompliancewiththeCity's Solicitation;however,itmaybe used to avoidtheneedtoregistermembersofyourpresentationteamas lobbyists.Pursuant toCityOrdinance 28-14-2206 (c)(9),anypersonwhoappearsasarepresentativeforan individual or firm foranoralpresentationbeforeaCity certification,evaluation,selection, technicalreview or similar committee,shall listonan affidavit providedby the City staff,all individuals who may makeapresentation.The affidavit shall be filed by staffwiththeClerk's office at the time the committee's proposalissubmittedto the CityManager.Forthe purpose ofthis subsection only,the listed members of the presentation team,with the exception ofany person otherwise required to register asa lobbyist shallnotbe required topayany registration fees.Nopersonshallappearbeforeanycommitteeonbehalfofananyoneunlesshe or shehas beenlistedas part ofthefirm's presentation teampursuant to thisparagraph or unlesshe or sheisregisteredwiththeCityClerk's office asa lobbyist andhaspaid all applicable lobbyist registration fees. Pursuant to '92.525(2),FloridaStatutes,theundersigned,,makes the following declaration underpenaltyofperjury: Listed below are all individuals who maymakea presentation onbehalfof the entity that the affiant represents.Pleasenote;No person shall appear before any committee on behalf of anyone unless he or she has been listed as part of the firm's presentation team pursuant to this paragraph or unless he or she is registered with the Clerk's office asa lobbyist and has paid all applicable lobbyist registration fees. NAME TITLE Forthepurposeofthis Affidavit ofRepresentationonly,thelistedmembersofthe presentation team,with the exception ofany person otherwise required to register asa lobbyistshallnotberequiredtopayanyregistrationfees.The Affidavit of Representation shall befiledwiththeCityClerk'sofficeatthetimethe committee's proposal is submitted to the Cityas part ofthe procurement process. Underpenaltiesofperjury,I declarethat I have readthe foregoing declarationandthat thefactsstatedinitare true and specifically that the personslistedabovearethe membersof the presentation teamoftheentitylistedbelow Executedthisdayof ,20. SignatureofRepresentative PrintNameandTitle Printnameofentitybeing represented END OF SECTION Thomas F.Pepe 02-23-15 113 EXHIBIT #1 Scope of Services "Comprehensive PlanandLand Development Code Revision'9 RFQ#PL20l6-09 I.Background TheCityof South Miami,Florida is seeking qualified planning and zoning consultants, including firms orteams,to manage and perform a full and complete revision ofits Comprehensive Plan,including its Future Land Use Map,and the Land Development Code and including itsZoning Map hereinafter referredto in thisRFQasthe Land Use and Development Regulation Revision.The Planning and Zoning Departmentworking withtheCity Manager and City Attorney have identified some inconsistencies and sections where revisions,ormore clarity isneeded;aswellas reorganization to improve the interpretation of these documents.Please refer to Exhibit #3 which includeslinkstothe City's current Comp Plan and LDC.Future LandUseand Zoning Maps are attached asExhibit#3.These preliminary suggestedrevisionsare expectedtobesupplementedby additional revisions suggested bytheselected consultant. Thisprojectisintended to provide a full,completeand exhaustive revision totheCity's Land DevelopmentCode ("LDC")anditsComprehensive Plan in language and formatting designed to bereadandunderstoodbythe average citizen.TheCityintends toselectandhireaconsultantwhohas specific experience withzoning,preparation of ordinances,preparationofzoningmaps,illustrationsfor land development regulations andconductingmeetingswiththe public toencouragetheir participation intheprocess ofrevising the Comprehensive Plan andtheLDC.In addition,the selected consultant must demonstrate experience andknowledgeof:innovativezoningtechniques, architecturalandurban design,land development regulations,land use law, comprehensive planning,andsustainable development All references to "City"inthis RFQ shall bea reference totheCity Manager of South Miami unless otherwise specifically defined.AllreferencestotheCity Manager shall also mean the City Manager'sdesignee.This RFQ shall serve to provide interested parties withgeneralinformationastotheproceduresforconsultantsfor the City'srevisionof its Comprehensive Plan,Future Land Use Map,Land Development Code andZoning Map. TheCitywillusea competitive negotiationprocessinselectingtheconsultant.Accepted proposalswillbeevaluatedbytheCity utilizing Exhibit 5,"Evaluation and Selection Criteria."Respondents,deemed as best suitedandqualified,shallbe selected bya Selection Committee of atleast three (3)representatives selected bytheCityfor discussionand/orpresentations,ranking and subsequent negotiationswiththe selected consultant. Thomas F.Pepe 02-23-15 114 II.Scope of Work COMPREHENSIVE PLAN /LDC REVISION: This project shall consist ofa thorough analysis andrevisionof the City's current COMPREHENSIVE PLAN/LDC. Specifictasksinclude: Task I;Review of Existing Planning Documents.Regulations and Initiatives The consultant will complete a rigorous and objective evaluationof the City's existing COMPREHENSIVE PLAN /LDC.The consultant will also take into consideration regionalneedsand the official plansof other government unitsand agencieswithintheregion,including the goalsof the Federal,State,MPO,Miami Dade County andCityofSouth Miami. At the outset of the project the consultants shall meet with City stafffora project orientation meetingin order toprovideanunderstandingofCity'sgoals, and the project schedule,timeline,specificissues,Citypolicies,interagency interaction,opportunities and/or problems relating to growth and development within the City.The consultant shallbe responsible forreviewingand understandingtheCity's Comprehensive Plan,andany other Cityplansand policiesasidentifiedbytheCity,andallrelevantandapplicablelocal,state and federal laws. Thomas F.Pepe 02-23-15 Task 2:Public Participation The consultant shall propose asubstantialpublicparticipation process that specifieshowandwhenthepublic (including homeowners associations, businesses,thedevelopmentcommunityand other interestedparties)will be engaged throughouttheProjectsprocess.Theconsultant shall specify the methodsthey will useto achieve meaningful public participation.Theconsultant shall alsoprovidea public participation timeline that identifies keypointsat which the publicwillbeinvolved,andhow that involvement will occur,howand whenmaterials will be available andpresentedtothe public. Theconsultant shall consider multiple means of obtaining inputboth during and outsideof identified public meetings.Theconsultant shall describeitsapproach forgatheringbroad-basedinputaboutthe existing COMPREHENSIVE PLAN / LDC. City staff,Planning Board,Environmental Review and Preservation Board (ERPB), andtheCity Commission should becontactedinpersonfortheirinput concerningthe current requirements,administration procedures,deficiencies, suggested changes and implementation techniques.Theconsultant shall also inquireabouttheperceivedstrengthsandweaknessesofthe existing Comprehensive Plan asa guide to implement anew LDC and Zoning Map.The consultant shall prepareadraftand final memorandum that summarizes theinput 115 Thomas F.Pepe 02-23-15 gathered during this identification process,which shall be submitted totheCity Manager. Task 3:Comprehensive Plan/LDC And Related Authorizations Review The COMPREHENSIVE PLAN /LDC Revision will include a brief analysis ofthe changes thathavetaken place inthe South Miami developed environment since the last revisiontotheComprehensive Plan andthe LDC.The COMPREHENSIVE PLAN /LDC revision will briefly analyze existing land useand socioeconomicpatternsnecessaryto provide sufficient understanding onwhich toreflectfuturegrowth management practices including theCity'sdesireto encourage sustainability,environmental qualities,andadaptiontopotentialsea level rise,asitrelatesto land uses,transportation,infrastructure,housing, including affordable housing and infill development,conservation,recreationand open space,capital improvement,and intergovernmental coordination.This analysis will guidethepreparationofanewfuture land usemapandthe revision oftheLDCandZoning Map toensureconformitytothe revised Comprehensive Plan. The COMPREHENSIVE PLAN /LDC will be analyzed and weighed against the provisions oftheproposed Comprehensive Plan revisions;as will theupdateto theZoning Map.The revision will address,butisnot limited to,theCity'sdesire toencourage sustainability,environmentalqualities,andadaptiontopotential climatechange including,sea level rise,andthe following: •Zoningdistrictregulations including clearandprecise definitions,review standards,application procedures and criteria. •The elimination of the Residential/Office district. •The preservation ofneighborhoodqualitiesinsingle family districts. •Thebufferingofresidentialdistrictsfrom those that have or whichallow greater density. •Themaximizationofthe Transit Oriented Development and Hometown districts relative to their economic and environmental benefits as compared to the other districts. •The preservation of the Hospital/Medical neighborhood while limiting its span to its current boundaries. •Theexaminationofzoningalongmain corridors to determine if the current zoning isreflecting the intentions of the Comprehensive plan. •Eliminate outdated,unclear or contradictory language. •Examineparking,sidewalk,landscaping,perviousandsignage requirements within the LDC to determine if there areany shortcomings.Note:the consultant must ensure this section ofthe LDC will 116 Thomas F.Pepe 02-23-15 comply with the requirements of Reed v Gilbert case. •Updatezoningto promote "green"building and infrastructure techniques,forexample:reduction ofparking requirements,siteplan review procedures incorporationthenew tree protection ordinance, LEED buildings andthe encouragement ofusingsolarenergy. •Modify zoninginawaythat will encourageunique form anddesignalong corridors,protectionof single family districtsand enhancing vibrantand efficienturban neighborhoods. •Review and modify zoning districtstoaccommodatethe changing population,including suchthingsasaffordablehousing,aging populations, younger populations,and determine thedemandandadvisabilityof student housing,etc. •Reviewthe intent ofeachexistingdistrict;reviseeach to reflectthe Comprehensive Plan,andthe promotion ofsustainable development and eliminate unnecessary districts and propose new districts as warranted. •Includezoning requirements that will encourage pedestrian andbicycle friendlypractices,complete streets,and the protection ofcritical environmental areas,waters,and natural resources. •Transfer of Development Rights including all necessary standards and maps. •Smart andShared Parking including all necessary standards andmaps. Task 4:Annotated Outline Itis anticipated that most issuesand items of concern willbeidentified after a thorough reviewofexisting COMPREHENSIVE PLAN/LDC.The consultant will incorporate appropriate toolsandpoliciesinrewritingthe COMPREHENSIVE PLAN /LDC,sothey function easily andare simply understood.It istheCity'sintenttoobtainauser-friendly COMPREHENSIVE PLAN /LDC that arecomprehensiveinnature. The consultant shall identify anddiscussnew concepts andapproachesfor potential inclusionin the draft COMPREHENSIVEPLAN/LDC.The consultant shall prepare anannotatedoutlinethat includes achapterbychapter detailed descriptionoftheproposed COMPREHENSIVE PLAN /LDC,andacommentary explaining therationalefortherecommendedapproach.Theannotatedoutline shall include recommendations forpotential revisions totheCity'sZoning Map and Future LandUseMap. Theconsultant shall presenttheannotatedoutlinetoCity staff,and subsequently the Planning BoardandCityCommission,and others forreviewandcomment. Afterobtaininggeneral agreement onthe contents ofthe initial draftofthe 117 annotated outline,the consultant shall provide theCitywitha final annotated outlined based on the comments received. Task 5;Draft Regulations Theconsultant will prepareadraft COMPREHENSIVE PLAN /LDC,and shall budget fora minimum ofthree (3)revisions,thatare based onthe final annotated outline.After initial review and comments by theCity staff,Planning Board,and City Commission the consultant shall propose an approach for soliciting broad-based input from the public.The consultant will be responsible for arranging and facilitating all public meetings. The consultant's proposal shall include theprojectednumberofworkshopsthat will beconductedin order togatherinputandcomplete reviews and revisions of the draft document. Task 6:Final Regulations AfterCity staff,Planning Board,City Commission,and public input,the consultant shall prepareanexecutivesummaryofthe public hearings. Theexecutivesummary will bemade available tothegeneral public priortothe public hearing.This material shall be available atleastone(I)monthinadvance of the publichearing.The consultant shall present the final draftofthe COMPREHENSIVE PLAN /LDC and maps at scheduled public hearings ofthe Planning BoardandCity Commission priorto final adoption.Theconsultant will explainits contents andrespondtoquestions. III.DELIVERABLES: COMPREHENSIVE PLAN /LDC: 1.Duringthe project process,consultantmustprovide sufficient numberof copiesforstaff,Planning andEnvironmentalReviewand Protection Boards,thepublic(within reasonable limits)andkey stakeholders. 2.COMPREHENSIVE PLAN /LDC revision -one original unboundcopy of final document,fifteen (15)copiesin three ringbinder,anda digital copyon compact disc or other acceptable digitalformat.The documents provided must be OCR searchable. 3.Public meetings,the number ofpublicmeetingstobe recommended by the consultant andagreed to bytheCity. 4.Draft COMPREHENSIVE PLAN/LDC revision presentationto Planning Board and Commissioners. END OF SECTION Thomas F.Pepe 02-23-15 118 EXHIBIT #2 SUPPLEMENTAL INSTRUCTIONS AND PROPOSAL FORMAT FOR RESPONDENT "Comprehensive Plan and Land Development Code Revision" RFQ#PL20l6-09 I•Format and Content of RFQ Response Firms responding to the solicitation,shall disclose their qualifications to serve asa consultant for the City in the format set forth below.Failure to provide requested information may result in your proposal being deemed non-responsive and therefore eliminated from further consideration. A.Title Page Show the nameof Respondent's agency/firm,address,telephone number,name of contact person,date and the subject:REQUEST FOR QUALIFICATIONS For "Comprehensive Plan and Land Development Code Revisions/9 RFQ #PL20l6-09 B.Table of Contents Includeaclearidentificationof the materialby section andbypagenumber. C.Cover Letter and Executive Summary This letter shouldbesignedby the personin your firmwhois authorized to negotiate terms,render bindingdecisions,and commit the firm's resources. Summarizeyourfirm's qualifications andexperiencetoserveasa Consultant andyour firm'sunderstandingofthe work tobedoneandmakeapositive commitment to performtheworkinaccordancewiththetermsoftheproposal being submitted.This response shouldemphasizethestrengthofthefirminanyrelevantareaswhichyou feel the Cityshouldweighinitsselection,basedon the criteria set forth above. Thissectionshouldsummarizethekeypointsofyour submittal.Limittoone to four pages.Proposalsmustincludethe following. 1.Proposer's perception oftheproblem,basedonthis RFQ,site visits,reviewof existingplanning documents,and other available information; 2.Detailed work plan/project approach and schedule designed to accomplish the objectives oftheproposedprojectinatimelymanner.TheCity anticipates thatthis project willbe completed within 14 months of execution ofa contract andshould be divided intotwosections (Plan andCode),which may beundertaken concurrently. 3.Alistofthe executive and professional personnel that will be employed in the completion oftheprojectandtheirexperiencewith similar projects,including the percentageofprojecttimeprojectedtobespentbyeachperson; 4.Proposer'sexperience with projects ofa similar scope including a summary ofprior workexperienceandcompetencein undertaking projectsofthistype.Experience shown should beofthe lead project personnel who will be assigned tothe City's Thomas F.Pepe 02-23-15 119 projectand will routinely be interfacing withthe City. D.Firm Overview State the full legal name and organizational structure of the firm.Describe the ownership structure ofyour firm.State the location ofthe office that will be serving the City including mailing addressand telephone numbers. a.Nameof Firm submitting responding tothe solicitation. b.Nameandtideof individual responsible forthe submittal. c.Mailing ande-mail addresses. d.Telephone andfacsimile numbers. E.Personnel and References Identify the primary individuals who will provide services tothe City with regard tothe day- to-day relationship with the City and include a brief resume for each ofthe primary individuals including licenses and certifications held by those individuals.Provide alistof five clients the firm has worked within the last 36 months.Indicate the firm's experiencewithclients within theStateof Florida and provide abriefdescriptionofthe type of services provided as well asthe names,tides,addresses and telephone numbers of those primarily responsible fortheaccount In addition tothe day-to-day relationship, pleaseprovide information regarding thefirm'sand individual's experiencewith engagements whichare similar totheprojectcontemplatedbythe City.Finally,provide specific services requiredtocomplete this project thatare provided byyour firm,through subcontractors or sub consultants. F.Other Relevant Experience Provideadescriptionofyourproposedprimary individuals'relevantexperienceoverthe last three yearswith other cities that you believe arerelevanttothisproposedengagement. Include three casestudies,if available,thatillustrate experience withrelevantservices wheretheproposedprimary individuals have servedasconsultantsfor similar engagements asproposedbytheCitydetailedintheScopeof Services inthis RFQ.Please limit your response to two pages. END OF SECTION Thomas F.Pepe 02-23-15 120 EXHIBIT #3 "Comprehensive PlanandLand Development Code Revision" RFQ#PL20l6-09 Note:The City's Comprehensive Plan and Land Development Code can beaccessed throughthefollowing links provided below City of South Miami's Current: 1.Comprehensive Plan -Pleasesee link below: http://www.southmiamifl.gov/index.aspx?NID=179 2.Land Development Code -Pleaseseelinkbelow: https://www.municode.com/library/fl/south_miami/codes/land_development_code 3.Future Land Use Map;attachedas Exhibit #3 4.Zoning Map;attached as Exhibit #3 Thomas F.Pepe 02-23-15 121 South Miami,Florida 2012 FUTURE LAND USE MAP REFERENCE TbbmapUihtChy'»Comprrheratv.r tanFuwru U«d Uk Usj». ThoSou*Maair WwninsOtpoanwa is ftciofc trace of tUinup. 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'-^l»"*>-l|i|.l!l I ll »!l •,!;»i|H!,i lit tl v^'**i"ii}}^..r.1.•!£i i11'ii ts-ii4*;;?.CJ ^;^P v-i»i i';.'.-•_.-•;.;" --"•'""'—•TT'TiTil -/i'»>•*!*r«!«lie-Si 1118»i *»ii!*!i»^:i^^^!'u.,,.-..iJ« zrr+*—'--jL-itLSj -i7i'mSTi:___| :-~-'! :.;.,T~;z .-•L'--t:.^:J..73 City of South Miami Zoning Map N S }|ZoRha Bound»rt«»|..'";[Witsi Featiraa ||ScUhMUmJBo«tf*ry ||Property Boundaries ,•_--^vi;^;7iu,r,u.nfMijm nr""","?"-|ff;,?;"-iV^ll^V{Ti?c^iv?j,.-.,;h^th;*Tv"i"••"•-. uuutiti '••-'-*,,.:>:iirtiiit.i '."I'. /^•-V^vrjii: tui.HTiMiiif ,v7n ijj.4'«'ri«'3"«j.r»i.>«> •i'nii»<"i"«"''"ift'HL'l Updated:9/3/2013 i^iimi ;-»^J._^\V\'-..tip"'7u •->^iflSriiM '•"•'•"|J»'••.,•'*.fj,-,,,Ji-'"••-"7 "'-V >i";77!?,:7 » •V,ii"i-i:i.:>:vrVr -\r>''r3^.T^li-.J-».Vffv»~»?|-:Vr:7:"f.?ii"..si.iV.v.L'i-*?-•.-_^'-->^=:r-<jw*'r.v..».^r--'•• ••'.;,-"••i.i'fiiri.i.i."-""--%-»l«_,,,l,-,,,.1_$\---Ji^-^1 ---"-"-.-*,-,i7l.imiTi-«i"-::-.7..r-1--:«»_»"'-'"--lV-'-y --*-"'.!--"-"',-,li,«i!,/::r',^J,v-.y*:'^!-"i£:i',,i:*'r-"' '•-"-;-~.".'iiiYM'A'.Iji'''-'"-ill'*-i',"i',*,.T-•~'l'^OV"'-'V Made by IMMOUJVL SOUTOONS EXHIBIT #4 Insurance &Indemnification Requirements "Comprehensive PlanandLand Development Code Revision" RFQ#PL20l6-09 Insurance Requirements Without limiting its liability,thecontractor,consultant or consulting firm (hereinafter referred toas "FIRM"with regard to Insurance and Indemnification requirements)shall berequiredto procureand maintain atitsownexpense during the life oftheContract,insurance ofthetypes andinthe minimum amountsstatedbelowas will protect the FIRM,from claims whichmay arise out of or resultfromthe contract or theperformanceofthe contract withtheCityof South Miami,whethersuch claim is against the FIRM or any sub-contractor,orbyanyone directly or indirectlyemployedbyanyofthemorbyanyoneforwhoseactsanyofthemmaybe liable. Noinsurancerequiredbythe CITY shall be issued or writtenbyasurplus lines carrier unless authorized inwritingby the CITYandsuch authorization shallbe at the CITY's sole and absolute discretion.The FIRM shall purchase insurance fromandshallmaintain the insurance witha company or companies lawfully authorized tosellinsurancein the StateofFlorida,on formsapprovedbytheStateof Florida,as will protect the FIRM,ata minimum,fromall claims assetforthbelowwhichmayarise out oforresultfromthe FIRM's operations under the Contract andforwhichthe FIRM maybe legally liable,whether such operations bebythe FIRM or bya Subcontractor or byanyonedirectly or indirectlyemployedbyanyofthem,or by anyoneforwhoseactsanyofthemmaybe liable:(a)claims under workers'compensation, disability benefitand other similaremployeebenefitactswhichare applicable tothe Work to beperformed;(b)claims for damages becauseof bodily injury,occupational sickness or disease, or deathof the FIRM's employees;(c)claimsfordamagesbecauseofbodily injury,sickness or Thomas F.Pepe 02-23-15 124 disease,ordeathofanypersonotherthanthe FIRM's employees;(d)claims fordamages insuredbyusualpersonalinjury liability coverage;(e)claimsfor damages,other than to the Work itself,becauseofinjurytoordestructionof tangible property,including loss of use resulting there from;(f)claimsfordamagesbecause of bodily injury,deathofa person or property damage arising out ofownership,maintenanceoruseofa motor vehicle;(g)claims forbodilyinjuryorproperty damage arising outof completed operations;and(h)claims involving contractual liability insurance applicable tothe FIRM's obligations underthe Contract Firm'sInsuranceGenerally.The FIRM shall provideandmaintaininforceand effect untilallthe Work to beperformedunderthisContracthasbeen completed andacceptedbyCITY(orfor suchdurationasis otherwise specifiedhereinafter),theinsurancecoverage written on Florida approved formsandas set forthbelow: Workers'Compensation insurance atthestatutoryamountasto all employeesin compliance withthe "Workers'Compensation Law"ofthe State of Florida including Chapter 440,Florida Statutes,aspresentlywrittenorhereafter amended,and all applicable federal laws.In addition, thepolicy (ies)must include:Employers'Liability atthestatutorycoverage amount The FIRM shall furtherinsurethat all ofits Subcontractors maintain appropriate levelsof Worker's Compensation Insurance. CommercialComprehensive General Liability insurance withbroadformendorsement,aswell as automobile liability,completed operations and products liability,contractual liability, severability ofinterestwithcross liability provision,and personal injury and property damage liability with limits of $1,000,000 combined single limit per occurrence and $2,000,000 aggregate,including: Thomas F.Pepe 02-23-15 125 •Personal Injury:$1,000,000; •Medical Insurance:$5,000perperson; •Property Damage:$500,000eachoccurrence; Umbrella Commercial Comprehensive General Liability insurance shall bewrittenona Florida approved form withthe same coverage asthe primary insurance policy but in theamountof $1,000,000 per claim and $2,000,000 Annual Aggregate.Coverage mustbe afforded ona form nomorerestrictivethanthelatesteditionoftheComprehensiveGeneral Liability policy, without restrictiveendorsements,as filed bythe Insurance Services Office,andmust include: (a)Premisesand Operation (b)Independent Contractors/Consultants (c)Productsand/or Completed Operations Hazard (d)Explosion,Collapse and Underground Hazard Coverage (e)BroadFormProperty Damage (f)Broad Form Contractual Coverage applicable tothis specific Contract,including anyhold harmlessand/orindemnificationagreement. (g)PersonalInjuryCoveragewithEmployeeandContractualExclusions removed,with minimumlimits of coverageequalto those requiredforBodily Injury Liability andProperty Damage Liability. Business Automobile Liability withminimumlimitsof One Million Dollars($1,000,000.00)plus an additional One Million Dollar($1,000,000.00)umbrellaper occurrence combinedsinglelimit forBodily Injury Liability andProperty Damage Liability.Umbrella coveragemustbeafforded onaformno more restrictive than the latestedition of the Business Automobile Liability policy,without restrictive endorsements,as filed bywiththestateof Florida,andmust include: Thomas F.Pepe 02-23-15 126 (a)Owned Vehicles. (b)Hiredand Non-Owned Vehicles (c)Employers'Non-Ownership Subcontracts:The FIRM agreesthatifanypartofthe Work under the Contract issublet,the subcontract shallcontain the same insurance provisionas required by the General Contractor, other than the FireandExtendedCoverageInsuranceandsubstituting the word Subcontractor for the word FIRM and substituting the word FIRM forCITY where applicable. Fire and Extended Coverage Insurance (Builders'Risk),IF APPLICABLE: In the event that this contract involves the construction of a structure,the CONTRACTOR shallmaintain,withanInsuranceCompany or Insurance Companies acceptable tothe CITY, "Broad"form/All Risk Insuranceon buildings and structures,including Vandalism &Malicious Mischief coverage,whilein the course of construction,including foundations,additions, attachments andall permanent fixturesbelongingtoand constituting a part ofsaid buildings or structures.The policy orpolicies shall alsocovermachinery,ifthe cost ofmachineryis included intheContract,orifthe machinery islocatedina building thatis being renovatedby reasonofthis contract.The amount ofinsurancemust,at all times,beatleastequaltothe replacementandactualcashvalueoftheinsuredproperty.Thepolicyshallbeinthenameof the CITY andthe CONTRACTOR,astheirinterest may appear,and shall alsocoverthe interests ofall Subcontractors performing Work. All ofthe provisions setforth in the Miscellaneous section below shall apply to this coverage unlessitwouldbeclearly not applicable. Thomas F.Pepe 02-23-15 127 Miscellaneous: If any notice of cancellation of insurance or change in coverage is issued by the insurance company or should any insurance have an expiration datethat will occur during theperiodof thiscontract,the FIRM shall be responsible for securing other acceptable insurance priorto such cancellation,change,or expiration soasto provide continuous coverage as specified in thissectionandsoasto maintain coverageduringthe life ofthisContract. All deductibles mustbedeclaredbythe FIRM andmustbe approved bythe CITY.Attheoption of the CITY,either the FIRM shall eliminate or reduce such deductible or the FIRM shall procure a Bond,inaformsatisfactorytothe CITY coveringthesame. The policies shall containwaiverofsubrogation against CITY where applicable,shall expressly provide that suchpolicy or policiesareprimary over any other collectibleinsurance that CITY mayhave.The CITY reserves therightatanytimeto request acopyoftherequired policies forreview.All policies shall containa "severability ofinterest"or "cross liability"clausewithout obligationforpremiumpaymentoftheCITYaswellascontractual liability provisioncovering the Contractors duty to indemnifytheCityasprovidedinthis Agreement Before starting the Work,the FIRM shalldeliver to the CITYand CONSULTANT,ifany, certificatesofsuchinsurance,acceptable to the CITY,aswellastheinsurancebinder,ifoneis issued,the insurance policy,including thedeclarationpageand all applicable endorsements and provide the name,address and telephone numberoftheinsurance agent or broker through whomthe policy wasobtained.Theinsurer shall berated A.VII or better per A.M.Best'sKey RatingGuide,latest edition and authorized to issue insurance in the State ofFlorida.All insurance policiesmustbe written onformsapprovedbytheStateofFloridaand they must Thomas F.Pepe 02-23-15 128 remainin full forceand effect for the durationof the contract periodwith the CITY.The FIRM may be required bythe CITY,atitssole discretion,to provide a "certified copy"ofthe Policy (as definedinArticle I ofthisdocument)which shall includethe declaration page and all requiredendorsements.In addition,the FIRM shall deliver,atthetimeof delivery of the insurance certificate,the following endorsements: Apolicyprovision or an endorsement with substantially similarprovisionsas follows: "The CityofSouth Miami isan additional insured.Theinsurer shall pay all sumsthat the City ofSouth Miami becomes legally obligated to pay as damages because of 'bodily injury", 'property damage',or"personalandadvertisinginjury"anditwillprovide to the City all of the coverage that istypicallyprovidedunderthestandard Florida approvedformsforcommercial generalliability coverage Aand coverage B"; Apolicyprovision or an endorsement withsubstantiallysimilarprovisionsas follows: "Thispolicy shall not becancelled (including cancellation fornon-paymentofpremium), terminated ormateriallymodified without first giving the CityofSouth Miami ten (10)days advanced written noticeofthe intent to materially modify the policyor to cancelor terminate thepolicyforanyreason.Thenotification shall bedelivered to theCitybycertified mail,with proof ofdelivery to the City." Professional Liability Insurance ona Florida approvedformintheamountof $1,000,000 with deductible per claim if any,nottoexceed 5%ofthe limit of liability providing for all sumswhich the FIRM shall become legally obligatedtopayas damages forclaims arising out oftheservices orwork performed bythe FIRM its agents,representatives,Sub Contractors or assigns,orby anyperson employed orretainedbyhiminconnectionwiththis Agreement.Thisinsurance Thomas F.Pepe 02-23-15 129 shall be maintained forfour years after completion ofthe construction and acceptance of any Project covered by this Agreement.However,the FIRM may purchase Specific Project Professional Liability Insurance,in the amount and undertheterms specified above,which is also acceptable.No insurance shall be issued bya surplus lines carrier unless authorized in writingbythecityatthecity'ssole,absoluteandunfettereddiscretion. Contractor's Responsibility Prior to Receiving a Notice to Proceed PriortotheCity issuing aNoticeto Proceed,thecontractor shall deliver acopy(eitherhard copyor,preferably,electronically)ofthe policy,including the declaration pageofthepolicyand all endorsements tothepolicyandprovidetheCitywiththe name,address,including email address,andphonenumberofthecontractor's insurance agent. The Contractor's insuranceagentmustprovidetheCitywithevidence that theinsurer issuing thepolicyislicensedand authorized todobusinessinFlorida,thattheformofthepolicybeing issuedhasbeenapprovedby the StateofFloridaand that theinsurance carrier thatisissuing thepolicyisnot issuing the policyasasurplus lines carrier.Theagentshallalsoprovidea citationto the page number ofthe policy,ortheform number of the endorsement,and highlight the relevant language of the portion ofthepolicy and/or the endorsements that,inhis or herestimation,meets the following Cityinsurancerequirements: a)the cityisanadditional insured; b)coverage includes contractual liability; c)the Citywillbeprovidedatleast 10 daysadvancednoticeofanycancellationof the policy, including cancelationfor non-payment ofpremium,andatleast30days'advancednoticeofany materialchanges to the policy or ofcancellationforany reason other thannon-payment;and Thomas F.Pepe 02-23-15 130 d)eithera policy provision oranendorsement providing thatthe policy isprimaryandnon- contributory,suchasan endorsement thatprovidesthatthevendor's policy isprimary over all ofthecity's applicable insuranceandthattreatsthecity's policies asexcess coverage. Itmaybe that some of these provisionsarecombinedinto one endorsement or containedin the policy itself.Ifthe policy doesnothavea provision or endorsement thatprovidestheCity withadvanced notice ofcancellationas required bytheCity,the contractor maystillcomply withtheCity'sinsurance requirement ifthe contractor providestheCitywithproof that the policypremiumhasbeenpaidin full andprovidedthe contractor makes arrangements withits insurancecompany to allow the Citytoconfirm,monthly,that the policyisin full forceand effect Inaddition,the Contractor must either paytheCityamonthly monitoring fee,currently set at$25 per month,or have the amount deducted from the Contractor's draws/payments. Indemnification Requirement A.The Contractor acceptsandvoluntarilyincurs all risksofany injuries,damages,or harm whichmightariseduringthe work oreventthatisoccurringonthe CITY's property duetothe negligence or other faultof the Contractor or anyoneacting through or onbehalfof the Contractor. B.The Contractor shall indemnify,defend,saveandhold CITY,its officers,affiliates, employees,successors and assigns,harmlessfromanyand all damages,claims,liability,losses, claims,demands,suits,fines,judgments orcost and expenses,including reasonable attorney's fees,paralegal feesand investigative costs incidental theretoandincurredpriorto,during or following any litigation,mediation,arbitrationandat all appellate levels,which may be suffered by,or accrued against,chargedtoorrecoverablefromtheCityofSouth Miami,its officers, Thomas F.Pepe 02-23-15 131 affiliates,employees,successors and assigns,by reason of any causes of actions or claim of any kind or nature,including claims for injury to,or death of any person or persons and for the loss or damage to any property arising outofa negligent error,omission,misconduct,or any gross negligence,intentionalact or harmful conduct ofthe Contractor,its contractor/subcontractor or any oftheir officers,directors,agents,representatives,employees,or assigns,or anyone acting through oron behalf of any ofthem,arising outofthis Agreement,incident toit,or resulting from the performance or non-performance ofthe Contractor's obligations under this AGREEMENT. C.The Contractor shall pay all claims,losses and expenses of any kind or nature whatsoever,inconnectiontherewith,including theexpenseorloss of theCITYand/orits affected officers,affiliates,employees,successors and assigns,including their attorney's fees,in thedefenseofany action in law orequity brought against them and arising from the negligent error,omission,oractoftheContractor,itsSub-Contractororanyoftheir agents, representatives,employees,or assigns,and/or arising out of,orincidentto,this Agreement,or incidenttoor resulting fromtheperformanceornon-performanceoftheContractor's obligations under thisAGREEMENT. D.The Contractor agreesandrecognizesthat neither the CITY nor itsofficers,affiliates, employees,successorsand assigns shall beheld liable orresponsibleforany claims,including the costs and expenses ofdefendingsuchclaimswhichmayresultfrom or arise out of actions or omissions of the Contractor,its contractor/subcontractor or any of theiragents, representatives,employees,or assigns,oranyoneactingthroughoronbehalfofthe them,and arising out oforconcerning the work or event thatisoccurringontheCITY'sproperty.In reviewing,approvingorrejectinganysubmissionsoractsofthe Contractor,CITYinnoway assumesorsharesresponsibilityor liability fortheactsoromissions of the Contractor,its Thomas F.Pepe 02-23-15 132 contractor/subcontractor orany of their agents,representatives,employees,or assigns,or anyoneacting through or onbehalf of them. E.The Contractor has the dutytoprovideadefensewithan attorney or lawfirm approvedby the City ofSouth Miami,whichapprovalwill not beunreasonablywithheld. F.However,asto design professional contracts,andpursuanttoSection725.08(I), Florida Statutes,none of theprovisionssetforthhereinabove that areinconflict with this subparagraphshallapplyandthissubparagraph shall set forth the sole responsibility of the designprofessionalconcerningindemnification.Thus,thedesignprofessional'sobligationsasto theCityandits agencies,aswellastoitsofficersandemployees,istoindemnifyandhold them harmlessfrom liabilities,damages,losses,andcosts,including,but not limitedto,reasonable attorneys'fees,to the extent causedbythenegligence,recklessness,orintentionallywrongful conduct ofthedesign professional and other personsemployedorutilizedbythedesign professionalin the performance of the contract END OF SECTION Thomas F.Pepe 02-23-15 133 EXHIBIT #5 Evaluation and Selection Criteria "Comprehensive Plan and Land Development Code Revision" RFQ #PL2016-09 Scoring and Ranking Phase I -Competitive Selection-Ranking:maximum 100 points.Consultant submittals shall be evaluatedbytheCity.Respondentsdeemedasbestsuitedand qualified shall be selected by a Selection Committeeofatleast three (3)City representatives for discussion and/or presentations,rankingand subsequent negotiationswiththehighestrankedconsultant. The evaluation factorsusedfordetermining qualifications for ranking include: •Staff Experience and Team Organization:The ability ofprofessionalpersonnel, including theemployees or principals ofthe firm;subconsultants(ifany)and,pertinent training,skills,experience andreferences.Firms within-housespecialtiesasit relates to thescopeofservicesandwhohavecomparableproject experience with other municipalities,cities or Countygovernmentsforsimilarprojects,will be granted a higher score.(Max.40 points) •Project Approach:Completeness andclarityofthe proposer's approachanddetailed work plan to the project,and the abilityofthe approach toaccomplishtheCity'soverall objectives.(Max.30 points) •Commitment to Timelines and Budgetary Considerations:Respondent's ability to meet agreed uponCitytimelinesandbudgetary considerations basedonthe current and projected workloadofthefirm.(Max.30 points) Phase II -Competitive Negotiations. Submittals will beevaluatedbyaSelectionCommittee.Arankingofall respondents or short listed respondents will be determined by the Selection Committee.TheSelection Committee mayscheduleinterviews and/or presentations with the "short-list"respondents or,any respondents. A final rankingof all firms or short-listedfirms will besubmittedtotheCity Manager forreview andapproval.Once theCity Manager hasapprovedthe final rankings,negotiationswiththe firstrankedfirmwillbeinitiated.If those negotiations are unsuccessful,negotiationswillbe openedwiththenextranked firm,etc.,untilthe successful completionofnegotiationsand execution of contracts. TheCity reserves the right to reject any or allproposals,to further negotiateanyproposals,to request clarification ofinformationsubmittedinany submittal torequest additional information fromany proposer,andtowaiveanyirregularitiesinanyproposal. END OF SECTION Thomas F.Pepe 02-23-15 134 EXHIBIT #6 PROFESSIONAL SERVICE AGREEMENT 'Comprehensive PlanandLand Development Code Revision* RFQ#PL20l6-09 THIS AGREEMENT madeand entered intothisdayof,20byand between the CityofSouth Miami,a political subdivision oftheStateofFlorida(hereinafter referred to as Owner)byandthroughitisCityManager(hereinafter referred to asCity)and authorizedtodobusinessin the StateofFlorida, hereinafter referred to asthe "CONSULTANT".In consideration ofthepremisesand the mutual covenants contained inthis AGREEMENT,the CityofSouth Miami,through itsCityManager,agrees the following terms and conditions: 1.0 General Provisions 1.1 A Notice to Proceed willbeissuedbytheCityManager,or hisdesignee,following the signing ofthis AGREEMENT.This AGREEMENT does not conferon the CONSULTANTanyexclusive rights to perform work onbehalfofthe Owner other than the work described inthe Notice to Proceed (hereinafter referred to as the "WORK"),nor doesitobligate the Owner inanymanner to guarantee work for the CONSULTANT. 1.2 TheCITYagrees that it will furnishtotheCONSULTANTplansand other data available intheCITYfilespertainingtothe WORK tobe performed underthis AGREEMENT promptly after the issuance of the Notice to Proceed. 2.0Timefor Completion 2.1 The services to berenderedbytheCONSULTANTforanyWORK shall be commencedupon written Notice to Proceedfromthe CITY subsequent totheexecutionofthis AGREEMENT andshallbe completed withinthetimebasedon reasonable determination,statedin the said Notice to Proceed. 2.2Areasonable extension oftimewillbegrantedin the event there isadelayon the partofthe CITY in fulfilling itspartofthe AGREEMENT,changeofscopeof work orshouldany other eventsbeyond the controlof the CONSULTANT render performance ofhisduties impossible. 3.0 Basis ofCompensation:The fees for services ofthe CONSULTANT shall be determined by oneof the following methodsora combination thereof,as mutually agreeduponbythe CITY andthe CONSULTANT. a.Afixedsum:Thefeeforataskorascopeofworkmaybea fixed sumas mutually agreedupon by the CITY andthe CONSULTANT andifsuchanagreementisreached,it shall bein writing, signedby the CONSULTANT and attached hereto as ATTACHMENT A: b.Hourlyrate fee:If thereisno fixed sumorif additional workisrequestedwithoutanagreement as to afixed sum,the CITY agreestopay,andtheCONSULTANTagreesto accept,forthe servicesrenderedpursuanttothis AGREEMENT,feesinaccordancewiththe following: Category Hourly Rate Hourlyrates will include all wages,benefits,overhead andprofitandit shall bein writing,signed by the CONSULTANT and attached hereto as ATTACHMENT A. 4.0 Payment and Partial Payments.The CITY will make monthly payments or partial payments to the CONSULTANT for all authorized WORKperformed during the previous calendar month as set forth in the scheduleofpaymentas set forthin ATTACHMENT "TBA"or,ifnoschedule ofpayment exhibit isattachedtothisAgreementthenpayment will be made,30 days following Thomas F.Pepe 02-23-15 135 the receipt of CONSULTANT'S invoice,as the work progresses but only for the work actually performed. 5.0 Right of Decisions..All services shall be performed bythe CONSULTANT tothe satisfaction ofthe CITY's representative,who shall decide all questions,difficulties and disputes of whatever nature which may arise underorby reason ofthis AGREEMENT,the prosecution and fulfillment ofthe services,and the character,quality,amount and value and the representative's decisions upon all claims,questions,and disputes shall be final,conclusive and binding upon the parties unless such determination is clearly arbitrary or unreasonable.In theeventthatthe CONSULTANT does not concur in the judgment ofthe representative as to any decisions made by him,he shall present his written objections totheCity Manager and shall abide bythe decision of the City Manager. 6.0 Ownership of Documents.All reports and reproducible plans,and other data developed bythe CONSULTANT for the purpose of this AGREEMENT shall become the property ofthe CITY without restriction or limitation in connection withthe owner's use and occupancy ofthe project 7.0Audit Rights.TheCITY reserves the right to audit the records oftheCONSULTANT related to this AGREEMENT at any time during the execution oftheWORK and for a period ofone year after final payment is made.This provision is applicable onlyto projects thatareonatime and cost basis. 8.0 Subletting.The CONSULTANT shall not assign or transfer its rights under this Agreement withoutthe express written consent ofthe City.TheCity will not unreasonably withhold and/or delay its consenttothe assignment ofthe CONSULTANTS rights.TheCity may,inits sole discretion,allow theCONSULTANTto assign its duties,obligations and responsibilities provided the assignee meets all ofthe City's requirements totheCity'ssole satisfaction.The CONSULTANT shall not subcontract this Agreement or any ofthe services tobe provided by itwithout prior writtenconsentofthe City.Any assignment or subcontracting in violation hereof shall be void and unenforceable 9.0 Unauthorized Aliens:The employment of unauthorized aliens bytheCONSULTANTis considered a violation of Federal Law.If the CONSULTANT knowingly employs unauthorized aliens,such violation shall be cause for unilateral cancellation ofthis Agreement This applies to anysub-CONSULTANTsusedbytheCONSULTANTaswell.TheCityreservestherightat itsdiscretion,butdoesnotassumethe obligation,torequireproofof valid citizenship or,inthe alternative,proofofa valid green card for each person employedinthe performance ofworkor providing thegoodsand/orservicesfororon behalf oftheCity including personsemployedby anyindependent contractor.By reserving this right theCitydoesnotassume any obligation or responsibility toenforceorensure compliance withthe applicable laws and/or regulations. 10.0 Warranty.TheCONSULTANT warrants thatit has not employed or retained any company orperson,other thanabonafideemployeeworkingsolelyforthe CONSULTANT,tosolicit or securethiscontractandthathehasnot paid oragreed to payanycompanyorpersonother thanabona fide employeeworkingsolelyforthe CONSULTANT any fee,commission, percentage fee,giftsorany other considerationscontingentuponorresultingfromtheaward ormaking of thiscontract.Forbreachorviolation of thiswarranty,the CITY shall havethe righttoannulthiscontract without liability. 11.0 Termination.ItisexpresslyunderstoodandagreedthattheCITYmayterminatethis AGREEEMENT foranyreasonornoreason and without penalty byeither declining toissue NoticetoProceed authorizing WORK,or,ifaNoticetoProceedis issued,CITYmay terminate this agreement by written notice to CONSULTANT,andin either event the CITY's sole obligation tothe CONSULTANT shall bepaymentforthe work previouslyauthorizedand performedinaccordancewiththe provisions ofthis AGREEMENT.Payment shall be determined on the basisofthe work performedby the CONSULTANT up to the timeof termination.Upon termination,the CITY shall be entitled to arefund of any monies paidfor anyperiod of time subsequent to date of termination forwhichno work was performed. 12.0 Term.This AGREEMENT shall remain in force until the end of the term,which includes all authorizedrenewals,or unless otherwise terminatedby the CITY.The term shall not exceed a Thomas F.Pepe 02-23-15 136 term offive(5)consecutive yearsweeksfollowing the issuanceof the Notice to Proceed. 13.0 Default In theevent either party fails tocomplywith the provisionsofthis AGREEMENT, the aggrieved party may declare the other partyindefaultandnotify the defaulting party in writing.IfCITYisindefault,theCONSULTANTwillonlybe compensated for any completed professional services and CONSULTANT shall not be entitled to any consequential or delaydamages.In the event partial payment hasbeenmade for such professional services not completed,the CONSULTANT shall return such sums to the CITY within ten (10)days after notice that saidsums are due.In the event ofanylitigation between the parties arising out of or relatinginanyway to this AGREEMENT or abreach thereof, each party shallbear its own costs andlegalfees. 14.0Insuranceand Indemnification.TheCONSULTANTagrees to complywithCITY's Insurance and Indemnification requirements that are set forth in ATTACHMENT B to this AGREEMENT. 15.0 Agreement Not Exclusive.Nothinginthis AGREEMENT shall prevent the CITYfrom employing other CONSULTANTS to perform thesame or similarservices. 16.0Codes.Ordinances and Laws.TheCONSULTANTagrees to abideandbegovernedbyall duly promulgated andpublished municipal,County,state andfederalcodes,ordinances,rules, regulationsandlawsineffectat the timeofdesignwhichhaveadirectbearingon the WORK involvedonthis project TheCONSULTANTisrequired to complete andsign all affidavits, includingPublicEntity Crimes Affidavit form(attached)pursuantto FS 287.133(3)(a),as required by the Request for Qualificationsapplicable to this AGREEMENT. 17.0 Taxes.CONSULTANTshallberesponsibleforallpaymentsoffederal,state,and/or local taxes related to the Work,inclusiveofsalestaxif applicable. 18.0DrugFreeWorkplace.CONSULTANT shall complywith CITY's DrugFreeWorkplace policywhichismadea part ofthis AGREEMENT by reference. 19.0Independent Contractor.CONSULTANT isanindependententityunderthis AGREEMENT andnothinghereinshallbe construed to createapartnership,jointventure,or agency relationship between the parties. 20.0Dutiesand Responsibilities.CONSULTANT agreestoprovideitsservicesduringthetermof this AGREEMENT inaccordancewith all applicable laws,rules,regulations,andhealthandsafety standardsofthefederal,state,andCity,whichmaybeapplicabletotheservicebeingprovided. 21.0 Licenses andCertifications.CONSULTANT shall secure all necessary business and professionallicensesatitssoleexpensepriortoexecutingthe AGREEMENT. 22.0Entire Agreement Modification,and Binding Effect:ThisAgreementconstitutesthe entire agreement of the parties,incorporates all theunderstandingsof the partiesand supersedesanyprioragreements,understandings,representation or negotiation,written or oral.ThisAgreementmaynotbe modified or amended exceptin writing,signed byboth partieshereto.ThisAgreement shall be binding uponandinuretothebenefitoftheCityand CONSULTANT andtotheirrespectiveheirs,successorsand assigns.No modification or amendmentofanytermsor provisions ofthisagreement shall be valid or binding unless it complieswiththis paragraph.This agreement,in general,andthis paragraph,in particular,shall notbe modified or amendedbyactsor omissions oftheparties.IfthisAgreementwas requiredbyordinance or theCity Charter tobeapprovedbytheCity Commission,no amendmenttothisAgreement shall be valid unless approvedbythe City Commission. 23.0 Jury Trial.CITY and CONSULTANT knowingly,irrevocably voluntarily and intentionally waive anyrighteithermayhavetoatrialbyjuryinStateor Federal Court proceedings in respect toanyaction,proceeding,lawsuit or counterclaimarising out of the this AGREEMENT or the performance of the Work thereunder. 24.0 Validity of Executed Copies.This AGREEMENTmay be executed in several counterparts, eachofwhichmaybeconstruedasan original. 25.0 Rules of Interpretation:Throughout this agreement the pronouns thatare used may be substitutedfor male,female orneuter,whenever applicable andthe singular words substituted for plural and plural words substituted for singular wherever applicable. 26.0 Severability.If any termor provision ofthis AGREEMENT orthe application thereofto any Thomas F.Pepe 02-23-15 137 person or circumstance shall,to any extent,be invalid or unenforceable,the remainder of this AGREEMENT,orthe application of such termor provision to persons or circumstances other than thoseto which itis held invalid or unenforceable,shall notbe affected therebyand each term and provision of this AGREEMENT shallbevalidand enforceable to the fullest extent permitted bylaw. 27.0 Cumulative Remedies:The duties and obligations imposed bythe contract documents, if any,and the rights and remedies available hereunder,and,in particular butwithout limitation, the warranties,guarantees and obligations imposed upon CONSULTANT bytheContract Documentsandthe rights and remedies available totheCity hereunder,shall bein addition to, and shall notbe construed in any wayasa limitation of,any rights and remedies available at law orin equity,by special guarantee orbyother provisions oftheContract Documents.In order toentitleany party toexerciseanyremedy reserved toitinthis Agreement,or existing in law orinequity,it shall notbe necessary togivenotice,other thansuchnoticeasmaybeherein expressly required.Noremedy conferred upon or reserved toany party hereto,orexistingat laworinequity,shall be exclusive of anyother available remedyorremedies,buteachand everysuchremedy shall be cumulative and shall beinadditiontoevery other remedygiven underthisAgreementor hereafter existing at law orinequityorbystatute.No delay or omissiontoexerciseany right orpower accruing uponany default shall impair anysuchright orpoweror shall beconstruedtobeawaiverthereof,butanysuchrightandpowermaybe exercisedfromtimetotimeasoftenasmaybedeemedexpedient. 28.0 Non-Waiver.City and CONSULTANT agree thatno failure to exercise and no delay in exercisingany right,poweror privilege underthis Agreement onthepartofeitherparty shall operateasawaiver of any right,power,or privilege underthis Agreement Nowaiver of this Agreement,inwholeor part,including the provisions ofthis paragraph,maybe implied byany actoromissionandwillonlybe valid andenforceableifinwritingandduly executed byeachof thepartiestothis Agreement Anywaiverofanyterm,conditionorprovisionofthis Agreement will notconstituteawaiverofanyotherterm,conditionor provision hereof,nor will awaiverofany breach ofanyterm,condition or provision constitutea waiver ofany subsequentor succeeding breach.The failure toenforcethisagreementastoany particular breach or default shall notactasawaiverofanysubsequent breach ordefault 29.0No Discrimination and Equal EmploymentNo action shall betakenbythe CONSULTANT,norwillitpermitanyactsoromissionswhichresultin discrimination against anyperson,including employee orapplicantfor employment on the basis of race,creed,color, ethnicity,national origin,religion,age,sex,familial status,marital status,ethnicity,sexual orientationor physical ormental disability asproscribedbylawandthatitwilltakeaffirmative action to ensure that such discrimination doesnottakeplace.The CONSULTANT shall comply with the Americans with Disabilities Act anditwilltakeaffirmativeaction to ensure thatsuch discrimination doesnottake place.The City ofSouth Miami's hiring practicesstrive to complywith all applicable federal regulations regarding employment eligibility and employment practices.Thus,all individuals andentitiesseeking to do work fortheCityare expected to complywith all applicable laws,governmentalrequirementsand regulations, including the regulations oftheUnitedStatesDepartmentof Justice pertaining to employment eligibility and employment practices.By signing this Agreement the CONSULTANT hereby certifiesunderpenalty of perjury,to theCity,that CONSULTANT isincompliancewith all applicable regulations and laws governing employment practices. 30.0Governing Laws.This AGREEMENT andtheperformanceofservices hereunder willbe governed bythelaws of the Stateof Florida,with exclusive venue for the resolution of any dispute beinga court of competent jurisdictioninMiami-DadeCounty,Florida. 31.0EffectiveDate.ThisAGREEMENT shall not become effectiveandbindinguntilithasbeen executed bybothpartieshereto,andapprovedbytheCityCommissionifrequiredbyCITY's Charter to beapprovedby said Commission,and the effectivedate shall bethedate of its execution by the lastpartysoexecutingitordateofapprovalbyCity Commission,whichever is later. Thomas F.Pepe 02-23-15 138 32.0 Third Party Beneficiary.Itis specifically understood and agreed thatnootherpersonor entity shall beathirdparty beneficiary hereunder,andthatnoneofprovisions of this AGREEMENT shall beforthebenefitoforbe enforceable byanyoneotherthanthe partieshereto,andthatonlythe parties hereto shall haveany rights hereunder. 33.0 Further Assurances.The parties hereto agree toexecuteany and all other and further documentsas might be reasonably necessary inorderto ratify,confirm,and effectuatethe intent and purposes of the AGREEMENT. 34.0 Time of Essence.Time is of the essence of this AGREEMENT. 35.0 Interpretation.This AGREEMENT shall notbe construed more strongly against either party hereto,regardless ofwhowasmore responsible forits preparation. 36.0 Force Majeure.Neitherpartyhereto shall be in default ofits failure toperformits obligations underthis AGREEMENT ifcausedbyactsofGod,civil commotion,strikes,labordisputes,or governmentaldemandsorrequirementsthatcouldnotbe reasonably anticipated andtheeffects avoidedor mitigated.Each party shall notifytheotherofanysuchoccurrence. 37.0 Subcontracting:If allowed bythis Agreement,theCONSULTANT shall beas fully responsible to the Cityfor the actsandomissionsofits subcontractors asitisfor the actsandomissions of peopledirectlyemployedby it Allsubcontractorsandsubcontractoragreements,ifallowedby this Agreement mustbeapprovedbytheCity.The CONSULTANT shall requireeach subcontractor,whoisapprovedbytheCity,toagreein the subcontract to observe andbe boundby all obligations andconditionsofthis Agreement to which CONSULTANT isbound. 38.0 Public Records:CONSULTANT and all ofitssubcontractorsarerequired to complywiththe public records law(s.119.0701)whileprovidinggoodsand/orServicesonbehalfof the CITY and the CONSULTANT,undersuchconditions,shall incorporatethis paragraph in all of its subcontracts forthisProject.Undersuchcondition,CONSULTANT andits subcontractors are specifically requiredto:(a)Keepand maintain public recordsthat ordinarily andnecessarily wouldberequiredby the publicagencyin order toperformits obligations hereunder;(b) Provide the publicwithaccess to public records onthesame terms and conditions that the publicagencywouldprovide the recordsandatacostthatdoes not exceed the cost provided inthischapteroras otherwise providedby law;(c)Ensure that publicrecordsthatare exempt or confidentialand exempt from public recordsdisclosure requirements are not disclosed except asauthorizedbylaw;and(d)Meet all requirements forretainingpublicrecordsand transfer,atnocost,to the public agency all public recordsinpossessionof the CONSULTANT upon termination of the contract and destroy anyduplicatepublicrecordsthatare exempt or confidentialand exempt from public recordsdisclosurerequirements.Allrecordsstored electronicallymustbeprovidedtothepublicagencyinaformatthatiscompatiblewiththe informationtechnology systems ofthe public agency.If CONSULTANT oritssubcontractor doesnotcomplywithapublicrecordsrequest,theCITY shall have the right to enforcethis contract provision byspecific performance and the person who violatesthisprovisionshallbe liable to CITY foritscosts of enforcingthis provision,including attorney feesincurredinall proceedings,whether administrativeor civil court andin all appellateproceedings.In addition, the CONSULTANT shall indemnifytheCityfor all costand expense incurredbytheCity, including attorney fees,dueto the failure of the CONSULTANT oranyof its subcontractors for failure to timely comply withthissectionofthe Agreement. Notices.Whenever notice shallbe required or permitted herein,itshallbe delivered by hand delivery,e-mail (or similar electronic transmission),facsimile transmission or certified mail,with return receipt requested and shall be deemed delivered on the date shown on the e-mail or delivery confirmation foranyfacsimile transmission or,ifby certified mail,the date on the return receipt or the date shown as the date same was refused or unclaimed.Ifhanddelivered to the City,a copy must be stamped with the official City receipt stamp showing thedate of deliver;otherwise the document shall not e considered to havebeen delivered.Notices shallbe delivered to the followingindividuals or entities at the addresses (including e-mail)or facsimile transmission numbers set forth below: Thomas F.Pepe 02-23-15 139 ToCITY:CityManager, 6130 Sunset Dr. South Miami,FL 33143 Fax: E-mail:salexander@southmiamifl.gov With copiesby U.S.mailto:City Attorney To CONSULTANT: 6130 Sunset Dr. South Miami,FL 33143 Fax:(305)341-0584 E-mail:tpepe@southmiamifl.gov Corporate Authority:The CONSULTANT anditsrepresentativewho signs thisAgreementhereby certifiesunderpenaltyofperjurythatthe CONSULTANT anditsrepresentative have,andhave exercised,therequired corporate powerandthattheyhavecompliedwith all applicable legal requirements necessarytoadopt,execute anddeliverthisAgreementandtoassumetheresponsibilities and obligations createdhereunder;andthatthisAgreementisdulyexecutedanddeliveredbyan authorized corporate officer,inaccordancewithsuchofficer'spowerstobindthe CONSULTANT hereunder,and constitutes a valid and binding obligation enforceableinaccordancewithitsterms, conditions and provisions. IN WITNESS WHEREOF,this AGREEMENT isacceptedonthedatefirstabove written subject to the terms and conditions set forth herein. CONSULTANT By: (PrintNameAbove) ATTESTED:CityofSouth Miami By:By: Maria M.Menendez,CMC Steven Alexander CityClerk City Manager ReadandApprovedas to Form,Language, Legality andExecutionthereof: By: Thomas F.Pepe,Esq. City Attorney Thomas F.Pepe 02-23-15 140 PROFESSIONAL SERVICE AGREEMENT "Comprehensive PlanandLand Development Code Revision" RFQ#PL20l6-09 Attachment A "Fixed Fee Schedule/Hourly Rates" Thomas F.Pepe 02-23-15 141 ATTACHMENT B PROFESSIONAL SERVICE AGREEMENT "Comprehensive Plan and Land Development Code Revision' RFQ#PL20l6-09 Insurance &Indemnification Requirements (Same as Exhibit #4 from the RFQ) END OF SECTION Thomas F.Pepe 02-23-15 142 EXHIBIT #7 City of South Miami Bid Protest Procedures RESOLUTION OF PROTESTED SOLICITATIONS AND AWARDS (FORMAL PROCEDURE) Thefollowing procedures shallbeusedforresolutionof protested solicitationsandawards.Theword "bid",aswellasallofits derivations,shall meanaresponsetoasolicitation,including requests for proposals,requests fora letter of interest andrequestsfor qualifications. (a)Protest ofsolicitation.Anyactual or prospectivebidderwhoperceivesitselftobe aggrieved in connection withanyformalsolicitation or whointends to contest or object toanybid specifications or anybidsolicitationshallfilea written noticeof intent to filea protest withthe CityClerk'sofficewithin three calendardaysprior to thedate set foropeningofbids.Anoticeof intent to filea protest is considered filedwhen received by the City Clerk's officebye-mailor,if handdelivered,whenstampedwith the CityClerk'sreceiptstampcontaining the date andtimeof receipt ofa notice ofintent to filea protest.Anyactualresponsiveandresponsiblebidderwho perceives itself to beaggrievedin connection with the recommended awardofa contract andwho wishesto protest the award,shallfilea written noticeofintent to filea protest with the City Clerk'sofficewithin three calendardaysafter.Anoticeofintent to file a protest isconsidered filedwhenreceivedby the City Clerk's officebye-mailor,ifhanddelivered,when stamped with the City Clerk's receipt stampcontaining the dateandtimeof receipt (b)Contents of protest.A protest ofthesolicitation or awardmustbeinwriting ("Protest Letter") andsubmitted to theCityClerk's office within five calendardaysafterthedateofthe filing ofthe notice of protest Protest Letter is considered filed when the Protest Letter and the required filing fee are receivedby the City Clerk's officebye-mailor,ifhanddelivered,whenstampedwiththe City Clerk's receipt stampcontaining the dateandtimeofreceipt.The Protest Letter shall state withparticularity the specificfactsandlawuponwhich the protest isbased,itshall describe and attach all pertinent documents andevidence relevant andmaterial to the protest anditshallbe accompaniedbyany required filing.Thebasisforreviewofthe protest shallbe the documents and other evidence described inand attached to the Protest Letter andnofacts,grounds, documentation,or other evidence not specifically described inand attached to the Protest Letter at the timeofits filing shallbe permitted or considered in support of the protest (c)Computation oftime.Notimewillbeaddedtotheabovetimelimitsforserviceby mail.Thelast dayof the periodsocomputedshallbeincludedunlessitisaSaturday,Sunday,or legal holidayin which event the period shall rununtilthenextdaywhichisnotaSaturday,Sunday,or legal holiday. (d)Challenges.The written protest maynotchallengetherelativeweightof the evaluationcriteria or anyformulausedfor assigning pointsin making anaward determination,norshallitchallengethe City's determination ofwhatisintheCity'sbest interest whichis one ofthecriteriaforselectinga bidderwhoseoffermaynotbe the lowestbidprice. (e)Authoritytoresolveprotests.The Purchasing Manager,afterconsultationwiththeCityAttorney, shallissuea written recommendation withintencalendardaysafter receipt of the written protest. Said recommendation shall besenttotheCityManagerwithacopysenttotheprotestingparty. TheCity Manager maythen,submit a recommendation to the City Commission forapproval or disapprovalof the protest,resolve the protest without submission to the CityCommission,or reject all proposals. (f)Stayof procurement during protests.Upon receipt ofatimelyand proper written protest filed pursuant to the requirements ofthissection,the Cityshallnot proceed further with the Thomas F.Pepe 02-23-15 143 solicitation or with the award of thecontractuntilthe protest isresolvedby the CityManager or the City Commission as provided insubsection(f)above,unless the CityManagermakesa written determination that the solicitationprocess or the contractaward must be continued without delay in order to avoidpotentialharm to thehealth,safety,or welfareof the publicorto protect substantial interests of the City or to prevent youth athletic teams from effectively missingaplaying season. END OF DOCUMENT Thomas F.Pepe 02-23-15 144 South1'Miami THE CITY OF PLEASANT LIVING ADDENDUM No.#1 Project Name:Comprehensive Planar Revision RFQ NO.PL2016-09 Date:April 5,2016 Sent Fax/E-mail/webpage Thisaddendumsubmissionisissued to clarify,supplement and/or modifythepreviouslyissued Solicitation,andis hereby made part oftheDocuments.All requirements of the Documents not modifiedhereinshallremainin full forceandeffectasoriginally set forth.Itshallbe the soleresponsibilityof the bidder to secure Addendums that maybeissuedforaspecific solicitation. Question #1: The City issuedthisRFPseveral months agoandsubsequently threw out all of the bids.Why were none of the bidsaccepted? Response to Question #1; Allbidsreceivedfrom the previous RFQwere rejected by the CityManager to reviseand clarify certain items.The majoritemswere;the project timeline,tasks performed by the consultant to complete the project,deliverables,andtheoverall project budgeted amount whichincludesmultiple budget years. IT SHALL BE THE SOLE RESPONSIBILITY OF THE BIDDER TO SECURE ADDENDUMS THAT MAY BE ISSUED FOR A SPECIFIC SOLICITATION. Page1 of 1 145 PROFESSIONAL SERVICE AGREEMENT "Comprehensive PlanandLand Development Code Revision"RFQ#PL20 16-09 THIS AGREEMENT made and entered into this /S day oiObuLf .20/6 by and between the City of South Miami,a municipal corporation of tgjfe Stafte of Florida (hereinafterreferredtoasOwner)byandthroughitis City Manager (hereinafter referredtoasCity)and Calvin,Giordano&Associates,Inc.(CGA)authorized todo business in the State of Florida,hereinafter referred to as the "CONSULTANT".In consideration of the premises andthemutual covenants contained inthis AGREEMENT,theCityof South Miami,throughitsCity Manager,agrees the following terms and conditions: 1.0 General Provisions 1.1A Notice to Proceed will be issued bytheCity Manager,or his designee, following the signing ofthis AGREEMENT.ThisAGREEMENT does not confer on the CONSULTANT any exclusive rights to perform workon behalf of the Owner other than the work described in Notice to Proceed (hereinafter referred to as the "WORK"),nor does it obligate the Owner in any manner to guarantee workfor the CONSULTANT. 1.2 The CITY agrees that it will furnishtothe CONSULTANT all necessary and available plans,maps and ordinances in the possession or control of theCITY pertaining to the WORKtobe performed under this AGREEMENT promptly and upon request of the CONSULTANT after the issuance of the Notice to Proceed. 2.0 Scope of Services The scope of services shall be as set forthin the solicitation documents or as set forth in attached Attachment A 3.0 Time for Completion 2.1 The services to be rendered by the CONSULTANTfor any WORK shall be commenced upon receipt ofa written Notice to Proceed from the CITY subsequent to the execution of this AGREEMENT and shall be completed within the time based on reasonable determination,stated in the said Noticeto Proceed or as otherwise agreed toinwriting and signed by the parties to this Agreement. 2.2A reasonable extension oftime will be granted inthe event there isa delay on the partof the CITY in fulfilling its part of the AGREEMENT, change of scope ofworkor should any other events beyond the controlof theCONSULTANT render performance ofits duties impossible. 4.0Basis of Compensation:The fees for services of the CONSULTANT shall be determined by one ofthe following methods ora combination thereof,as mutually agreed uponby the CITY and theCONSULTANT. a.Afixed sum:The feefora task ora scope ofworkmaybeafixedsum as mutually agreed upon by the CITY and the CONSULTANT and if such an agreement is reached,itshallbeinwriting,signed by the CONSULTANT and attached hereto as ATTACHMENT A: b.Hourlyratefee:If there isno fixed sumorifadditionalworkis requested without an agreement as toafixedsum,the CITY agrees topay,andthe ThomasPepe 2016 06/24/2016 CONSULTANT agrees to accept,for the services rendered pursuant to this AGREEMENT,fees in accordance with the hourly rates that shall include all wages,benefits,overhead andprofit and it shall beinwriting, signed bytheCONSULTANTand attached hereto as ATTACHMENT A. 5.0 Payment and Partial Payments.The CITY will make monthly payments or partial payments to the CONSULTANTforall authorized WORK performed during the previous calendar month as set forthin ATTACHMENTA schedule of payment or,ifno schedule of payment is attached tothis Agreement then payment will be made,30 days following thereceiptof CONSULTANT'S invoice,as thework progresses butonlyfor the work actually performed. 6.0Rightof Decisions..All services shallbeperformedbythe CONSULTANT tothe satisfaction of the Owners representative,who shall decide all questions, difficulties and disputes of whatever nature whichmay arise under orby reason ofthis AGREEMENT,the prosecution andfulfillmentof the services,and the character,quality,amount and value.The representative's decisions uponall claims,questions,and disputes shall be final,conclusive and binding upon the parties unless such determination isclearlyarbitraryor unreasonable.Inthe event that the CONSULTANT does not concur in the judgment of the representative as toany decisions made byhim,CONSULTANTshall present his written objections to the City Manager andshall abide bythedecisionoftheCity Manager. 7.0 Ownership of Documents.All reports and reproducible plans,and other data developed bythe CONSULTANT forthe purpose ofthis AGREEMENT shall become the property of the CITYwithoutrestrictionorlimitation. 8.0Audit Rights.The CITY reserves therightto audit the records of the CONSULTANT related tothisAGREEMENTat any timeduring the execution of the WORKandforaperiodofoneyearafterfinal payment ismade.This provisionis applicable onlytoprojectsthatareonatimeand cost basis. 9.0Subletting.The CONSULTANTshallnot assign or transfer itsrights under this Agreement withoutthe express written consent ofthe City.The City will not unreasonably withhold and/or delay its consent to the assignment of the CONSULTANT'S rights.TheCitymay,inits sole discretion,allow the CONSULTANT to assign itsduties,obligations and responsibilities providedthe assignee meets all oftheCity'srequirementstotheCity'ssolesatisfaction.The CONSULTANT shallnot subcontract this Agreement oranyof the services tobe providedbyit without prior written consentofthe City.Anyassignmentor subcontracting inviolationhereofshallbe void and unenforceable 10.0 Unauthorized Aliens:Theemploymentof unauthorized aliensby the CONSULTANT is considered a violation of Federal Law.If the CONSULTANT knowingly employsunauthorizedaliens,suchviolationshallbe cause for unilateral cancellation ofthisAgreement.This applies toany sub- CONSULTANTs usedbythe CONSULTANT as well.The City reserves theright atitsdiscretion,but does not assume the obligation,torequireproofofvalid citizenshipor,in the alternative,proofofavalid green cardfor each person employedintheperformanceofworkor providing the goods and/orservicesfor oron behalf oftheCity including personsemployedbyany independent contractor.Byreservingthisrightthe City does not assume any obligation or responsibilityto enforce or ensure compliancewiththeapplicablelaws and/or regulations. 11.0 Warranty.The CONSULTANT warrants that it has not employed or retained Thomas Pepe 2016 06/24/2016 anycompanyorperson,otherthanabona fide employee working solelyforthe CONSULTANT,tosolicitor secure this contract and that he has not paid or agreedtopayany company or person otherthanabona fide employee working solely for the CONSULTANT anyfee,commission,percentagefee,gifts orany other considerations contingentuponor resulting from theawardormakingof this contract.For breach orviolationofthis warranty,the CITYshall have the rightto annul this contract without liability. 12.0 Termination.Itisexpresslyunderstoodand agreed thatthe CITY may terminate thisAGREEEMENTforany reason,orno reason,and without penalty, byeither declining toissue Notice toProceed authorizing WORK,or,if aNotice to Proceed is issued,CITY mayterminatethis agreement bywritten notice to CONSULTANT,and in either event the CITY's sole obligationto the CONSULTANT shallbepaymentfortheworkpreviously authorized and performedin accordance with the provisions ofthis AGREEMENT.Payment shall be determined on the basis ofthework performed by the CONSULTANTup to the timeoftermination.Upontermination,the CITY shallbeentitledtoa refundof any monies paidfor any work was not performed. 13.0 Term.The initial Contract shall commence on the date set forth in the Notice to Proceed and shall continue foraperiodoffour(4)years with an opportunity for the City to extend theContract,atthe City Manager's discretion,for one (1) additional one (1)year renewalperiod,foratermnotto exceed five(5) consecutive years,atthe same terms,conditionsandprices.This AGREEMENT shall remain in force until the end of the term,which includes all authorized renewals,or unless otherwise terminated by the CITY. 14.0 Default.In the event either party failsto comply with the provisions of this AGREEMENT,the aggrieved partymay declare the other party in default and notify the defaulting party inwriting.IfCITYisin default,the CONSULTANT will only be compensated forany completed professional services and CONSULTANT shall not be entitled to any consequential or delay damages.In the event partial payment has been made for such professional services not completed,the CONSULTANT shall return such sums to the CITYwithin ten (10)days after notice that said sums are due.In the event ofany litigation between the parties arising outoforrelatinginanywaytothisAGREEMENT or a breach thereof,each party shall bear itsown costs and legal fees. 15.0 Insurance and Indemnification.The CONSULTANT agrees to comply with CITY's Insurance and Indemnification requirements that are set forth in ATTACHMENT B to this AGREEMENT. 16.0 Agreement Not Exclusive.Nothinginthis AGREEMENT shall prevent the CITY from employing other CONSULTANTStoperform the same or similar services. 17.0 Codes,Ordinances and Laws.TheCONSULTANT agrees to abide and be governed byallduly promulgated and published municipal,County,state and federal codes,statutes,ordinances,rules,regulations and laws which have a direct bearing on the WORKinvolvedonthis project.The CONSULTANTis required to complete and signallaffidavits,includingPublicEntity Crimes Affidavitform (attached)pursuant toFS 287.133(3)(a),as required by the solicitation applicable tothis AGREEMENT. 18.0 Taxes.CONSULTANT shall be responsible for payment ofall federal,state, and/or local taxes related to the Work,inclusiveof sales tax if applicable. 19.0Drug Free Workplace.CONSULTANT shallcomplywithCITY'sDrug Free Workplace policywhichis made apartofthisAGREEMENTby reference. ThomasPepe 2016 06/24/2016 20.0 Independent Contractor.CONSULTANT is an independent entity under this AGREEMENT and nothing contained hereinshallbe construed to create a partnership,joint venture,or agency relationship between the parties. 21.0Duties and Responsibilities.CONSULTANT agrees toprovideits services duringthetermofthis AGREEMENT in accordance withallapplicablelaws, rules,regulations,ofthefederal,state,and City,whichmaybe applicable tothe service being provided. 22.0 Licenses and Certifications.CONSULTANT shall secure all necessary business and professional licenses atitssole expense priorto executing the AGREEMENT. 23.0Entire Agreement,Modification,and BindingEffect:This Agreement constitutes theentire agreement oftheparties,incorporatesallthe understandings of the parties and supersedes anyprior agreements,understandings,representation or negotiation,whether written or oral.ThisAgreementmaynotbe modified or amended except in writing,signed bybothpartieshereto.If this agreement is requiredtobeapprovedbythe City Commission,thenuponapprovalby resolutionoftheCityCommission,theCityCommissionshallbe deemed tobea partyhereto.ThisAgreementshallbe binding uponandinuretothebenefitofthe CityofSouth Miami and CONSULTANT andtotheir respective heirs,successors and assigns.No modification or amendment ofanytermsorprovisionsofthis agreement shallbe valid or binding unlessitcomplies with thisparagraph.This agreement,ingeneral,andthis paragraph,in particular,shallnotbemodifiedor amended byactsoromissionsoftheparties.If thisAgreementwasrequiredby ordinance orthe City Charter tobeapprovedbythe City Commission,no amendment tothis Agreement shallbe valid unless approved bytheCity Commission. 24.0JuryTrial.CITY and CONSULTANT knowingly,irrevocably,voluntarilyand intentionally waive any right eithermayhavetoa trial byjury in StateorFederal Court proceedings in respect toanyaction,proceeding,lawsuitorcounterclaim arising outofthis AGREEMENT orthe performance ofthe Work thereunder. 25.0Validityof Executed Copies.ThisAGREEMENTmay be executed in several counterparts,each ofwhichshallbe construed as anoriginal. 26.0 Rules of Interpretation:Throughout this agreement the pronouns that are used maybesubstitutedfor male,femaleor neuter,whenever applicable andthe singular wordssubstitutedfor plural and plural words substituted for singular wherever applicable. 27.0 Severability.If anytermor provision ofthis AGREEMENT orthe application thereoftoanypersonorcircumstanceshall,toanyextent,bedeemedtobe invalidor unenforceable,the remainder ofthisAGREEMENT,ortheapplication ofsuchtermor provision topersonsorcircumstances,otherthan those to which itisheldinvalidor unenforceable,shallnotbe affected thereby and each and everyothertermand provision ofthis AGREEMENT shallbe valid and enforceable to the fullest extent permitted bylaw. 28.0Cumulative Remedies:The dutiesandobligations imposed bythe contract documents,if any,andtherightsandremediesavailablehereunder,and,in particular but without limitation,the warranties,guarantees and obligations imposedupon CONSULTANT bythe Contract Documents,if any,andthis AGREEMENT andtherightsandremediesavailabletothe City hereunder,shall ThomasPepe 2016 06/24/2016 be in addition to,and shall notbe construed inanyway as alimitationof,any rightsand remedies availableatlawor in equity,by special guarantee orby other provisionsofthe Contract Documents,ifany,orthis AGREEMENT.In orderto entitle any party to exercise any remedy reserved toitinthis Agreement,or existinginlawor in equity,itshallnotbe necessary togivenotice,other than suchnotice as maybehereinexpressly required.Noremedyconferreduponor reserved toanyparty hereto,orexistingatlaworinequity,shallbe exclusive of anyotheravailable remedy orremedies,but each andevery such remedy shall be cumulative and shall be inadditionto every other remedy given under this Agreement or hereafter existing atlaworinequity.No delay or omission to exercise any rightorpoweraccruinguponanydefaultshallimpairany such right orpowerorshallbe construed tobeawaiver thereof,butany such right and power may be exercised fromtimetotime as often as maybe deemed expedient. 29.0 Non-Waiver.City and CONSULTANT agree that nofailureto exercise and no delay in exercising anyright,powerorprivilege under this Agreement on the part of either party shall operate as awaiverofanyright,power,orprivilege under this Agreement.No waiver ofthis Agreement,in whole orpart,including the provisions ofthis paragraph,maybeimpliedby any act or omission and will only be valid and enforceable ifinwriting and duly executed by each of the parties to this Agreement.Any waiver ofanyterm,conditionorprovisionofthis Agreement will not constitute a waiver ofany other term,condition or provision hereof,nor will a waiver of any breach ofany term,conditionor provision constitute a waiver of any subsequent or succeeding breach.The failure to enforce this agreement as to any particular breach or default shall not act as a waiver of any subsequent breach or default. 30.0 No Discrimination and Egual Employment:No action shall be taken by the CONSULTANT,nor willit permit any acts or omissions which result in discrimination against any person,including employee or applicant for employment on the basis of race,creed,color,ethnicity,national origin,religion, age,sex,familial status,marital status,ethnicity,sexual orientation or physical or mental disability as proscribed bylaw and that it will take affirmative action to ensure that such discrimination does not take place.The CONSULTANT shall comply with the Americans with Disabilities Act and itwill take affirmative action to ensure that such discrimination does not take place.The Cityof South Miami'shiring practices strive tocomplywithall applicable federal regulations regarding employment eligibility and employment practices in general.Thus,all individuals and entities seeking todoworkfortheCity are expected tocomply withall applicable laws,governmental requirements and regulations,including the regulations of the United States Department of Justice pertaining to employment eligibility and employment practices.By signing this Agreement the CONSULTANT hereby certifies under penaltyofperjury,totheCity,that CONSULTANTisin compliance withall applicable regulations and laws governing employment practices. 31.0GoverningLaws.This AGREEMENT andthe performance of services hereunder will be governed bythelawsofthe State ofFlorida,with exclusive venue for the resolutionofany dispute beinga court of competent jurisdictionin ThomasPepe 2016 06/24/2016 Miami-Dade County,Florida. 32.0 Effective Date.This AGREEMENT shallnot become effective and binding untilit has been executed byboth parties hereto,and approved by the City Commission if such approval is required byCITY's Charter orCity Ordinance, and the effective date shall be the date ofits execution by the last party so executing it. 33,0 Third Party Beneficiary.It is specifically understood and agreed that no other person or entity shall beathirdparty beneficiary hereunder,and that none of provisions of this AGREEMENT shall be for the benefit of or be enforceable by anyone other than the parties hereto,and that only the parties hereto shall have any rights hereunder. 34.0 Further Assurances.Thepartieshereto agree to execute any andall other and further documents as mightbe reasonably necessary in order toratify, confirm,and effectuate the intent and purposes of this AGREEMENT. 35.0 Time of Essence.Time is of the essence of this AGREEMENT. 36.0 Interpretation.This AGREEMENT shall not be construed more strongly against either party hereto,regardless ofwho was more responsible forits preparation. 37.0 Force Maieure.Neither party hereto shallbein default ofitsfailureto perform itsobligationsunderthis AGREEMENT if caused by acts ofGod,civil commotion,strikes,tabor disputes,or governmental demands or requirements that couldnotbe reasonably anticipated and the effects avoided or mitigated. Each party shallnotify the other ofany such occurrence. 38.0 Subcontracting:If allowedbythisAgreement,the CONSULTANT shallbe as fully responsible totheCityforthe acts and omissions ofits subcontractors/subconsultants as itisfor the acts and omissions of people directly employed by it.All subcontractors'and subconsultants'agreements,if allowedbythisAgreement,mustbeapprovedbythe City.The CONSULTANT shallrequire each subcontractor,whoisapprovedbythe City,to agree inthe subcontract to observe and beboundbyall obligations and conditions ofthis Agreement towhichCONSULTANTisbound. 39.0 Public Records:CONSULTANT and allofits subcontractors are required to complywiththepublicrecordslaw(s.119.0701)while providing goods and/or services on behalf of the CITY and the CONSULTANT,under such conditions, shallincorporatethis paragraph in allofits subcontracts forthisProjectandshall: (a)Keepand maintain public recordsthat ordinarily andnecessarily would be requiredbythepublic agency in orderto perform the sen/ice;(b)Upon request from the public agency's custodianof public records,provide the public agency with acopyofthe requested recordsor allow the access topublicrecordstobe inspected orcopied within a reasonable timeonthe same terms andconditions thatthepublicagencywould provide therecordsandata cost thatdoesnot exceed thecostprovidedinthis chapter or as otherwiseprovidedby law;(c) Ensure that public records that are exemptorconfidential and exemptfrom public recordsdisclosurerequirementsarenotdisclosedexcept as authorized by lawfor the duration of the contract termand following completion ofthe contract if the CONSULTANT does not transfer the records to the public agency;(d)Upon completionofthecontract,Meetallrequirementsforretainingpublicrecordsand transfer,atnocost,to the public agency all public records in possession ofthe CONSULTANT or keep andmaintainpublic records requiredbythepublic Thomas Pepe 2016 06/24/2016 agencyto perform theservice.If the CONSULTANT transfers all public records tothe public agencyupon completion ofthe contract,the CONSULTANT shall upon Termination ofthecontractanddestroyanyduplicate public recordsthat are exempt orconfidentialandexemptfrompublic records disclosure requirements.If the CONSULTANT keepsandmaintainspublicrecordsupon completionofthecontract,the CONSULTANT shall meet all applicable requirementsforretainingpublicrecords.All recordsstoredelectronicallymust beprovidedtothepublicagency,upon request from the public agency's custodianofpublicrecords,inaformatthatiscompatiblewiththeinformation technology systems ofthe public agency.IFTHECONSULTANTHAS QUESTIONS REGARDING THE APPLICATION OF CHAPTER 119, FLORIDA STATUTES,TOTHE CONSULTANTS DUTYTO PROVIDE PUBLIC RECORDS RELATING TO THIS CONTRACT, CONTACT THE CUSTODIAN OF PUBLIC RECORDS AT 305-663- 6340;E-mail:mmenendez@southmiamifLgov-:6130 Sunset Drive,South flVSiami,FL .33143. 40.0 Notices.Whenever notice shall be required or permitted herein,it shall be delivered by hand delivery,e-mail (or similar electronic transmission), facsimile transmission or certified mail,with return receipt requested and shall be deemed delivered on the date shown on the e-mail or delivery confirmation for any facsimile transmission or,ifby certified mail,the date on the return receipt or the date shown as the date same was refused or unclaimed.If hand delivered to the City,a copy must be stamped with the officialCity receipt stamp showing the date of deliver;otherwise the document shall not be considered to have been delivered.Notices shall be delivered to the following individuals or entities at the addresses (including e- mail)or facsimile transmission numbers set forth below: ToCITY:City Manager, 6130 Sunset Dr. South Miami,FL 33143 Fax: E-mail:salexander@southmiamifl.gov With copies to:City Attorney 6130 Sunset Dr. South Miami,FL 33143 Fax:(305)341-0584 E-mail:tpepe@southmiamifl.gov To CONSULTANT:Shelley Eichner,Principal in Charge Calvin,Giordano &Associates,Inc. 1800 Eller Drive,Suite 600 Fort Lauderdale,FL 33316 E-mail:Seichner@cgasolutions.com Fax:(954)921-8807_ 41.0 Corporate Authority:The CONSULTANT and its representative who signs this Agreement hereby certifies under penalty of perjury that the CONSULTANT and Thomas Pepe 2016 06/24/2016 its representative have,and have exercised,the required corporate power and that they have complied withall applicable legal requirements necessary to adopt,execute and deliver this Agreement and to assume the responsibilities and obligations created hereunder;and that this Agreement is duly executed and delivered by an authorized corporate officer,in accordance with such officer's powers tobind the CONSULTANT hereunder,and constitutes avalid and binding obligation enforceable in accordance withits terms,conditions and provisions. IN WITNESS WHEREOF,this AGREEMENT is accepted and subject to the terms and conditions set forth herein. CONSULTANT ATTESTED: By: "TtfiariaTVI.MenM.Menendez, City Clerk /^—0>1/•)Read ap*^pffeved as to FoMi,Laogliage, Legality at1a)Execution thej^ofr"""! Thomas F'.Pepe,Esq. CityAttorney /I Thomas Pepe 2016 06/24/2016 Shelley Eichnef,AICP Cityof SoutljJrfilimi even Alexander City Manager ATTACHEMENT A "Comprehensive Plan andLand Development Code Revision"RFQ #PL20 1 6-09 SCOPE OF SERVICES CityofSouth Miami -ComprehensivePlanand Land DevelopmentCode Revisions TASK1-Kick-Off Meeting and Review ofExistingPlanning Documents,Regulations and Initiatives Inorderto accomplish theservicesrequired,CGA staff will meetwith City Staffto finalize thework program.Theprojectscheduleandtimelinesas well asmilestonesandbenchmarkswillbe determined. The overall work plan and schedule willtakeinto consideration timeframes to: ©Provide notice of public outreach meetings, ©Review7 drafts with Citystaff,including legalstaff, ©Update drafts based on public input;and ©Provide adequate legalnoticefor the PlanningBoardandtheCity Commission. CGA will reviewthe City's existing Comprehensive Plan and Land DevelopmentCode,aswellastheplansrelatingto allapplicableagencies.These documents willbereviewedtoformthebasisoftheplan elements. TASK 2-Public Participation 2.1 Public Outreach CGA envisions holding a series of workshops whichmayinvolvea weekend intensive session over a2- dayperiodorspread out over1-2weekintervalsormoreasdesiredbytheCity.Invitations tothe workshops willbe broad based and include outreach to residents,homeowners associations,business owners and managers,landowners,contractors,and other membersofthecommunity.CGA willassistthe City with advertisements including ageneral postcard mailing,flyersand announcements onCityagendas,postings to the project website portal andanysocialmediasitestheCityutilizesto reach outtoitscitizens.The purpose ofthe workshops willbetodiscuss and receivepublic input onthekeylocal planning issues that mayneedto be addressed intheComprehensivePlanaswellasanychallengesin implementing modificationtotheLand Development Code. Atthe beginning of each workshop,the CGA TeamalongwithCitystaffwill prepare a presentation explaining the purpose and need forthe Comprehensive Planin order tobeginthe discussion andelicitinputfromthe attendees.Depending onthetopics,a number of different public involvement types couldbe employed. Throughourexperiences,a SWOT Analysis(Strengths,Weaknesses,Opportunities andThreats)tendstowork welltofully gather allinput.Dependingonthesizeofthegroup,several different methodologies couldbe used.If there isalargeanddiversegroup,theaudiencewillthenbe directed tojoinoneofthesmallergroups forafacilitated discussion ofissues that pertain tothem.A CGA and/or City staff member willfacilitateeach groupand write their comments and issues onaneaselpad.Afterthis20 minute breakout session,each group will report on what they have written on their easelpads.Another format isto keep the group together and use hand held voting devices that willbe distributed toallin attendance to gauge the public's opinions and concerns.Thiswill allow each attendee tohavetheiropinioncountinan anonymous fashionandgiveriseto further discussions. 2.2 Individual and Group Interviews CGA will meet with select Citystaff,members of the Planning Board and Environmental Review and Preservation Board members and members oftheCityCommissionto understand the issues/concerns with the Comprehensive Plan asaguideto implement a new Land Development Code and Zoningmap. 2.3 Design,Host and Maintain Website In coordination with Citystaff,CGA will design,host and maintain a dedicated website portal throughout the update process.Site content will include basic information and interior pages suchasan"AbouttheProject" ThomasPepe 2016 06/24/2016 page "Frequently Asked Questions (FAQ)"anda "Contact Us"page whereenquiriesregardingtheprojectcan be submitted,all linked to the City's website. Deliverables o Attendance at4PublicOutreach meetings o Attendance at 19 interviews with Board members and Commissioners c Presentation Materials o Meeting Minutes c Draftandfinalmemorandum summarizing resultsofpublic o Materials for City's website including text,photographs,mops,renderings,andotherimages, c Digital Meeting Notices (email blast from dedicated webpage,city email/notification system, etc.) TASK 3 -Comprehensive Plan/LDC and Related Reviews 3.1 Comprehensive Plan ThereviewoftheComprehensivePlanwillincludeananalysisofthechangesthathavetakenplaceinthe South Miami developed environment sincethelastrevisiontotheComprehensivePlanandthe LDC.The reviewwilltakeintoconsiderationchangestoStateStatutes,specifically Chapter163 F.S.,andotherbaseline dataaswellas gather currentinformationfromavarietyofsourcesandagencies.Thereviewwillanalyze existinglanduseandsocioeconomic patterns necessary toprovidesufficient understanding onwhichto reflectfuture growth management practicesincludingtheCity'sdesiretoencouragesustainability, environmental qualities,and adaption topotentialsealevelrise,asit relates tolanduses,transportation, infrastructure,housing,includingaffordablehousingand infill development,conservation,recreationand openspace,capitalimprovement,andintergovernmental coordination.Thereviewwillincludeanevaluation ofpotentiallandusechangesinrelationtothe current landusedesignationsandexistingusesandwill includeanevaluationofmajor property holdings,developmentregulations,publicamenities,includingparks and open space,infrastructure,circulation and transportation. 3.2 Land Development Code The Land Development Code willbeanalyzedandweighedagainsttheprovisionsoftheproposed ComprehensivePlanrevisions.Therevisionwill address,butisnotlimitedto,theCity'sdesiretoencourage sustainability,environmentalqualities,andadaptiontopotentialclimatechangeincluding,sealevelrise,and the following: o Zoning district regulationsincludingclearandprecisedefinitions,review standards,application procedures and criteria. •The elimination ofthe Residential/Office district. ©The preservation of neighborhood qualitiesinsinglefamily districts. ©The buffering of residential districts from those that haveorwhichallow greater density. ©Themaximizationofthe Transit OrientedDevelopmentandHometown districts relativeto their economic and environmental benefits as compared tothe other districts. ©The preservation ofthe Hospital/Medical neighborhoodwhilelimitingits span toits current boundaries. ©Theexaminationofzoningalongmaincorridorstodetermineifthe current zoningisreflectingthe intentions of the Comprehensive plan. ©Eliminate outdated,unclear or contradictory language. ©Examine parking,sidewalk,landscaping,perviousandsignage requirements withinthe LDC to determine if there are any shortcomings, oUpdatezoningtopromote"green"buildingandinfrastructuretechniquesincludingpossible reductionofparking requirements,updatedsiteplanreviewprocedures,incorporating thenewtree protection ordinance,LEED buildings andthe encouragement ofusing solar energy. ThomasPepe 2016 06/24/2016 ©Modify zoning inawaythatwillencourage unique form and design alongcorridors,protectionof singlefamilydistrictsandenhancingvibrantand efficient urbanneighborhoods.• ©Review and modify zoning districtsto accommodate the changing population,including suchthings asaffordable housing,agingpopulations,younger populations,and determine thedemandand advisability of student housing,etc. ©Review the intent ofeachexistingdistrictandreviseasnecessarytoreflecttheComprehensivePlan, andthepromotionofsustainabledevelopmentand eliminate unnecessarydistrictsandproposenew districts as warranted. ©Includezoning requirements thatwillencouragepedestrianandbicyclefriendly practices,complete streets,andtheprotectionofcriticalenvironmentalareas,waters,andnaturalresources. ©Transfer of Development Rights ©Smart and Shared Parking Deliverables o Preliminary listofpotentialchangesto Comprehensive Plan andland Development Code o Preparation ofa draft future land use mop and proposed revision ofthe Zoning Map based on list ofpossible modifications Task 4-ANNOTATED OUTLINE In ordertoupdatethe Land Development Regulations andthe Comprehensive Plan,CGA will preparethe annotatedoutlinewithachapterbychapterandelementbyelement description.Theoutline will provide linkstocodeand Comprehensive Plansectionsand matrices thatoffersidebysidecomparisonsofthe changes. Thiscomparisonchartwillprovidetheuserwithaquick explanation ofthecode modifications andactas auserguideforthe document.Theannotatedoutline will alsohighlightanyinconsistenciesbetweenthe Comprehensive PlanandtheLand Development Code andrecommendedchangesto remove the inconsistencies. The final annotated outline will include all comments and related revisions from staff,Board Members and Commissioners. Deliverables o Annotated Outline/Matrix cRecommendationsforpotentialrevisionstothelandUseandZoningmops Task 5-Draft Regulations CGA will prepareadraft Comprehensive Planand Land Development Code thatarebasedonthe final annotated outline. The updatetothe Comprehensive Plan and Land Development will bea culmination ofprevious tasks which include an existing conditions analysis,stakeholder interviews,analysis of regulations andplanningissues,and public input received through the community outreach effort. CGA will prepare aworkingdraftofproposedgoals,objective andpoliciesand supporting dataandanalysis toprovideconsistencywithChapter 163.3177 FloridaStatutes (F.S.)Thebaselinedatawillbeutilizedin developingthedataandanalysis required toimplementthe goals,objectivesandpoliciesoftheplan.Theplan willbe based on at least the minimum amount ofland required to accommodate population projections forat leasta10-yearplanningperiodandtheelementsmustbeconsistentwitheachother.TheComprehensive PlanwillalsoincludeaCapitalImprovementselementtoensuretheavailabilityofpublic facilities andthe adequacy of those facilitiesto meet the established levelsofservice. Afterinitial review and comments by the Citystaff,PlanningBoard,andCityCommissiona series of workshops willbewillbe conducted in order to gather inputand complete reviews andrevisionsofthe draft ThomasPepe 2016 06/24/2016 document During this phase each section will be discussed with the opportunity for modifications,revisions, additionsand deletions.It isanticipatedthatthere will bethree(3)revisions ofthedraft regulations andtwo [2)workshops. Deliverables o Draft Comprehensive Plan and Land Development Code(pdf and word)inclusive of goals,objectives andpolicies,mopsandtables/charts(3 Versions) c Web Page Updates o Updated Annotated Outline o Power Point Presen tation c Attendance at2PublicWorkshops o Information for website and social media platform.CGA will provide materials including text, photographs,mops,renderings,andotherimagesforthe City's website. o Meeting Minutes; o Hardcopy MeetingNotices (copies,postageandenvelopes excluded) c Digital Meeting Notices (email blast from dedicated web page,city email/notification system,etc.) Task 6 -Final Regulations Anexecutivesummaryoutliningthepublicparticipationprocess,revisions,changesandrationaleforthe draftrecommendationswillbe prepared andmade available tothepublicinadvanceofanyformalpublic hearings. The final draftoftheComprehensivePlanandLand Development Codewillbe presented tothePlanning BoardandCityCommissionforreviewand recommendation as part ofFinalAdoption. Final Deliverables Final deliverablesshallincludethe original formatdocumentsaswellas PDF versionsand will include: oOneoriginalunboundcopyof final document,fifteen(15)copiesin three ringbinder,andadigital copyon compact discor other acceptable digital format, oAnExecutive Summary of the plan. COMPENSATION SCHEDULE TASKS ANTICIPATED ESTIMATED COMPLETION FEE •;! 1 Kick-off Meeting with Staff Existing Conditions Review June 2016 July 2016 $1,305 $17,400 2 Develop,Hostand Maintain Website Public Outreach (4 Workshops/Meetings) Interviews with Elected/Appointed Officials (19) June-July 2016 September 2016 October 2016 $11,600 $26,100 $8,700 3 Comprehensive Plan/Land Development CodeReview December 2016 $23,200 ThomasPepe 2016 06/24/2016 4 Annotated Outline March 2017 $23,200 5 Draft Regulations (3 versions) Workshops (2) October 2017 January 2018 $34,800 $13,050 6 Executive Summary Final Adoption Presentations (2) March 2018 April-June 2018 $5,800 $2,900 TOTAL FEE $168,055 By:^lAlJM^f &<lA^ Shelley Eichne^f,AICP Thomas Pepe 2016 06/24/2016 Insurance and Indemnification Insurance Requirements Without limiting its liability,the contractor,consultant or consulting firm (hereinafter referred toas "FIRM" with regard to Insurance and Indemnification requirements)shall be required to procure and maintain at itsownexpense during the life ofthe Contract,insuranceofthetypesand in the minimum amounts stated below as will protectthe FIRM,from claims which may ariseoutoforresult from thecontractor the performance ofthe contract with the City of South Miami,whether such claim is against the FIRM or any sub-contractor,orby anyone directly or indirectly employed by anyof them or by anyone for whose acts any ofthemmaybe liable No insurance required bythe CITY shallbe issued or written by asurplus lines carrier unless authorized in writing bythe CITY andsuch authorization shall beatthe CITY's soleandabsolute discretion.The FIRM shallpurchaseinsurance from andshall maintain theinsurance with acompanyorcompanies lawfully authorized tosell insurance in theStateof Florida,on forms approved by theStateof Florida,as will protectthe FIRM,ata minimum,from all claims asset forth below which may ariseoutoforresult from the FIRM'S operationsundertheContractandfor which the FIRM maybe legally liable,whether suchoperationsbebythe FIRM orbya Subcontractor orbyanyone directly or indirectly employed by anyofthem,or by anyone for whose actsanyof them maybe liable:(a)claimsunder workers' compensation,disability benefitandother similar employee benefit acts which areapplicabletothe Work tobe performed;(b)claimsfor damages becauseof bodily injury,occupational sicknessor disease,ordeathofthe FIRM'S employees;(c)claimsfordamages because of bodily injury,sicknessor disease,ordeathofanypersonotherthanthe FIRM'S employees;(d)claims for damages insuredby usualpersonal injury liability coverage;(e)claims fordamages,otherthantotheWork itself,because of injury toor destruction of tangible property,including lossofuse resulting there from;(f)claims for damagesbecauseof bodily injury,deathofa person or property damage arising outof ownership, maintenance oruseofamotorvehicle;(g)claimsfor bodily injury orpropertydamagearisingoutof completed operations;and(h)claims involving contractual liability insurance applicable tothe FIRM'S obligations under the Contract. Firm'sInsuranceGenerally.The FIRM shall provide and maintain inforceandeffect until alltheWork tobeperformedunderthisContracthasbeencompletedandacceptedby CITY (orforsuch duration as isotherwisespecifiedhereinafter),theinsurancecoverage written onFloridaapprovedformsandas set forth below: Workers'Compensation insuranceatthestatutoryamountastoall employees incompliance with the "Workers'Compensation Law"ofthe State ofFloridaincluding Chapter 440,Florida Statutes,as presently written orhereafteramended,and all applicable federal laws.In addition,the policy (ies)must include:Employers'Liability atthestatutorycoverageamount.The FIRM shallfurtherinsurethatallof its Subcontractors maintain appropriate levelsof Worker's Compensation Insurance. Commercial Comprehensive General Liability insurance withbroadform endorsement,as wellas automobile liability,completedoperationsandproducts liability,contractual liability,severabilityof interest with cross liability provision,andpersonal injury and property damage liability with limits of $1,000,000 combined single limit per occurrence and$2,000,000 aggregate,including: •Personal Injury:$1,000,000; •Medical Insurance:$5,000 per person; •Property Damage:$500,000 each occurrence; Umbrella Commercial Comprehensive GeneralLiability insuranceshallbewrittenona Florida approved form with the same coverageasthe primary insurance policy butintheamountof $1,000,000 perclaimand$2,000,000AnnualAggregate.Coveragemustbeaffordedona form nomore restrictive Thomas Pepe 2016 06/24/2016 than the latesteditionofthe Comprehensive General Liability policy,withoutrestrictive endorsements, asfiledbythe Insurance Services Office,andmustinclude: (a)Premises and Operation (b)Independent Contractors (c)Products and/or Completed Operations Hazard (d)Explosion,Collapse andUndergroundHazardCoverage (e)Broad Form Property Damage (f)Broad Form Contractual Coverage applicable tothis specific Contract,including any hold harmless and/or indemnification agreement. (g)Personal Injury Coverage with Employee and Contractual Exclusions removed,with minimum limits ofcoverageequaltothose required for Bodily Injury Liability and Property Damage Liability. Business Automobile Liability with minimum limits ofOne Million Dollars ($1,000,000.00)plusan additional One Million Dollar ($1,000,000.00)umbrella per occurrence combined single limit for Bodily Injury Liability and Property Damage Liability.Umbrella coverage must be afforded ona form no more restrictivethan the latest editionofthe Business Automobile Liability policy,withoutrestrictive endorsements,as filedbywiththe state ofFlorida,andmustinclude: (a)Owned Vehicles. (b)Hired and Non-Owned Vehicles (c)Employers'Non-Ownership Subcontracts:The FIRM agrees that if anypartofthe Work undertheContractissublet,the subcontract shall contain the same insurance provision as requiredbythe General Contractor,other thantheFireandExtendedCoverageInsuranceand substituting thewordSubcontractorfortheword FIRM and substituting theword FIRM for CITY where applicable. Fire and Extended Coverage Insurance (Builders'Risk),IF APPLICABLE: In the event that this contract involves the construction ofa structure,the CONTRACTOR shall maintain, with anInsuranceCompanyorInsuranceCompaniesacceptabletothe CITY,"Broad"form/All Risk Insuranceon buildings andstructures,including Vandalism &Malicious Mischief coverage,while in the courseofconstruction,including foundations,additions,attachmentsandallpermanent fixtures belonging toand constituting apartofsaid buildings or structures.The policy or policies shall alsocover machinery,if thecostof machinery is included inthe Contract,or if the machinery islocated in a building thatis being renovatedbyreasonofthis contract.Theamountofinsurance must,atall times,beat leastequaltothereplacementandactualcashvalueofthe insured property.The policy shall be in the nameoftheCITY and theCONTRACTOR,as their interest may appear,andshall also coverthe interests ofall Subcontractors performing Work. All ofthe provisions set forth in the Miscellaneous section below shallapplytothiscoverageunlessit would be clearly not applicable. Miscellaneous: If anynoticeofcancellationof insurance or change incoverageis issued bythe insurance companyor shouldanyinsurancehavean expiration datethat will occur during the period ofthiscontract,the FIRM shallbe responsible for securing other acceptable insurance priorto such cancellation,change,or expirationsoastoprovidecontinuouscoverage as specifiedinthissectionandso as to maintain coverage during the lifeofthis Contract All deductiblesmustbedeclaredbythe FIRM andmustbeapprovedbythe CITY.Attheoptionofthe CITY,either theFIRMshall eliminate or reduce such deductible or the FIRMshall procure aBond,ina form satisfactory to the CITY covering the same. Thepoliciesshall contain waiverofsubrogation against CITY whereapplicable,shall expressly provide that such policyorpoliciesareprimaryoveranyothercollectible insurance that CITY mayhave.The Thomas Pepe 2016 06/24/2016 CITY reserves the right at any time to request a copy ofthe required policies for review.All policies shall contain a "severability of interest"or "cross liability"clause without obligation for premium payment ofthe CITY as well as contractual liability provision covering the Contractors duty to indemnify the City as provided inthis Agreement. Before starting the Work,the FIRM shall deliver to the CITY and CONSULTANT,if any,certificates of such insurance,acceptable tothe CITY,as well asthe insurance binder,if oneis issued,the insurance policy,including the declaration page and all applicable endorsements and provide the name,address and telephone number of the insurance agent or broker through whom the policy was obtained.The insurer shall berated A.VII orbetterper A.M.Best's Key Rating Guide,latest edition and authorized to issueinsuranceintheStateof Florida.All insurance policies mustbe written onformsapprovedbythe Stateof Florida and they must remain in full force and effect for the duration ofthe contract period with the CITY.The FIRM may be required by the CITY,at its sole discretion,to provide a "certified copy"of the Policy (as defined in Article 1of this document)which shall include the declaration page and all required endorsements.In addition,the FIRM shall deliver,atthe time of delivery ofthe insurance certificate,the following endorsements: a policy provision oran endorsement with substantially similar provisions as follows: "The City ofSouth Miami isan additional insured.Theinsurershallpayailsumsthatthe City of South Miami becomes legally obligated topayasdamagesbecauseof 'bodily injury",'property damage',or"personaland advertising injury"andit will provide tothe City allofthecoverage thatis typically provided underthestandard Florida approved forms for commercial general liability coverage A and coverage B"; a policy provision oranendorsement with substantially similar provisions as follows: "This policy shall not be cancelled (including cancellation for non-payment of premium), terminated or materially modified without first giving the City of South Miami ten (10)days advanced written noticeoftheintentto materially modify the policy ortocancelorterminatethe policy for anyreason.The notification shall be delivered tothe City by certified mail,with proof of delivery to the City." Professional Liability Insurance ona Florida approved form intheamountof$1,000,000 with deductible per claim if any,nottoexceed5%ofthe limit of liability providing for all sums which the FIRM shall become legally obligated topayasdamages for claims arising outoftheservicesor work performed bythe FIRM itsagents,representatives,Sub Contractors orassigns,orbyanyperson employed or retained by him in connection with this Agreement.This insurance shall be maintained for four yearsafter completion ofthe construction andacceptanceofany Project coveredby this Agreement.However,the FIRM may purchase Specific Project Professional Liability Insurance,in the amountandunderthetermsspecifiedabove,which isalsoacceptable.No insuranceshallbeissuedby asurpluslinescarrierunless authorized in writing bythe city atthecity'ssole,absoluteand unfettered discretion. Contractor's Responsibility Priorto Receiving a Notice to Proceed PriortotheCity issuing a Notice toProceed,thecontractorshalldeliveracopy(eitherhardcopyor, preferably,electronically)ofthe policy,including the declaration pageofthe policy andallendorsements tothe policy andprovidetheCity with thename,address,including email address,andphonenumber of the contractor's insurance agent. TheContractor'sinsuranceagentmustprovidethe City with evidencethattheinsurerissuingthe policy islicensed and authorizedtodo business inFlorida,thattheformofthepolicybeing issued has been approved bytheStateof Florida andthatthe insurance carrier thatis issuing the policy isnot issuing the policy asasurpluslines carrier.Theagent shall also provide a citation tothepage number ofthe policy, Thomas Pepe 2016 06/24/2016 orthe form numberofthe endorsement,and highlight the relevant languageofthe portion ofthe policy and/ortheendorsementsthat,in his orher estimation,meetsthe following City insurance requirements: a)thecityisan additional insured; b)coverage includes contractual liability; c)the City will be provided at least 10 days advanced notice of any cancellation of the policy, including cancelation for non-payment of premium,and at least 30 days'advanced notice of any material changestothe policy orof cancellation for any reason other than non-payment;and d)either a policy provision oran endorsement providing that the policy is primary and non- contributory,such asan endorsement that provides that the vendor's policy is primary over all of the city's applicable insuranceandthattreatsthe city's policies asexcesscoverage. It may be that some of these provisions are combined into one endorsement or contained in the policy itself. If the policy does not have a provision or endorsement that provides the City with advanced notice of cancellation as required by the City,the contractor may still comply with the City's insurance requirement if the contractor provides the City with proof that the policy premium has been paid in full and provided the contractor makes arrangements with its insurance company to allow the City to confirm,monthly, that the policy is in full force and effect.In addition,the Contractor must either pay the City a monthly monitoring fee,currently setat $25 per month,or have the amount deducted from the Contractor's draws/payments. (Indemnification Requirement A.The Contractor accepts and voluntarily incurs all risks of any injuries,damages,or harm which might arise during the work or event that is occurring on the CITY's property due to the negligence or other fault oftheContractororanyoneactingthroughoronbehalfoftheContractor. B.The Contractor shall indemnify,defend,saveand hold CITY,its officers,affiliates,employees, successors and assigns,harmless from any and all damages,claims,liability,losses,claims,demands, suits,fines,judgments or cost and expenses,including reasonable attorney's fees,paralegal fees and investigative costs incidental there to and incurred prior to,during or following any litigation,mediation, arbitration andat all appellate levels,which may be suffered by,or accrued against,charged toor recoverable from the City of South Miami,its officers,affiliates,employees,successors and assigns,by reason of any causes of actions or claim of any kind or nature,including claims for injury to,or death of any person or persons and for the loss or damage to any property arising out of a negligent error, omission,misconduct,or any gross negligence,intentional act or harmful conduct of the Contractor,its contractor/subcontractor or any of their officers,directors,agents,representatives,employees,or assigns,or anyone acting through or on behalf of any of them,arising out of this Agreement,incident to it,or resulting from the performance or non-performance of the Contractor's obligations under this AGREEMENT. C.The Contractor shall pay all claims,lossesand expenses ofany kind or nature whatsoever,in connection therewith,including theexpenseorlossof the CITY and/or its affected officers,affiliates, employees,successors and assigns,including their attorney's fees,in the defense of any action in law or equity brought against them and arising from the negligent error,omission,or act of the Contractor,its Sub-Contractor or any of their agents,representatives,employees,or assigns,and/or arising out of,or incident to,this Agreement,or incident toor resulting from the performance or non-performance of the Contractor's obligations under this AGREEMENT. D.The Contractor agrees and recognizes that neither the CITY nor its officers,affiliates, employees,successors and assigns shall be held liable or responsible for any claims,including the costs andexpensesof defending such claims which may result from orariseoutof actions or omissions ofthe Contractor,itscontractor/subcontractororanyoftheiragents,representatives,employees,or assigns,or anyone acting through oron behalf of the them,and arising outofor concerning the work or eventthatis occurring onthe CITY's property In reviewing,approving or rejecting any submissions or actsoftheContractor,CITY innoway assumes or shares responsibility or liability fortheactsor ThomasPepe 2016 06/24/2016 omissions ofthe Contractor,its contractor/subcontractor or any of their agents,representatives, employees,or assigns,or anyone acting through or on behalf of them. E.The Contractor has the duty to provide a defense with an attorney or law firm approved by the City of South Miami,which approval will not be unreasonably withheld. F However,as to design professional contracts,and pursuant to Section 725.08 (1),Florida Statutes none of the provisions set forth herein above that are in conflict with this subparagraph shall apply and this subparagraph shall set forth the sole responsibility of the design professional concerning indemnification Thus,the design professional's obligations as to the City and its agencies,as well as to its officers and employees,is to indemnify and hold them harmless from liabilities,damages,losses,and costs,including,but not limited to,reasonable attorneys'fees,to the extent caused by the negligence, recklessness,or intentionally wrongful conduct ofthe design professional and other persons employed or utilized bythe design professional in the performance ofthe contract. ThomasPepe 2016 06/24/2016 June 8,2016 -hTMiSouth'1 Miami THE CITY OF PLEASANT LIVING StevenJ.Alexander,City Manager City of South Miami,FL Dear Mr.Alexander: TheCityissuedaRequestfor Qualifications (RFQ)fora "Comprehensive PlanandLand DevelopmentCodeRevision."Proposalswerereceivedfromthefollowingfirms: 1.Calvin Giordano &Associates 2.Corradino Group 3.Her Planning 4.Sol Arch 5.Tindale Oliver Aselectioncommittee comprised of MarcusLightfoot,SeniorPlanner;ShariKamali,Deputy CityManager;and1as the ChairpersonreviewedeachproposalonMay 18,2016andidentified a "short list"of respondentsfororalinterviews,inaccordancewiththeEvaluationandSelection proceduresaddressedintheRFQ.Respondentsselectedfororalinterviewswere:Calvin Giordano,CorradinoGroup,Her Planning,andTindaleOliver.InterviewswereheldonMay 31, 2016. Aftertheinterviewswerecompleted,thecommitteemetonJune7,2016 toscoreandrankthree respondents,eliminatingonerespondentfromfurtherconsideration.BasedontheSelection Committee's scoresandrankings,thehighestranked respondent CaivinGiordano,is recommendedforPhaseIIoftheselectionprocess,contractnegotiations.Thecombinedfinal rankings arebelow: Selection Committee:FINAL RANKINGS -June 7,2016 CALVIN GIORDANO CORRADINO GROUP ILER PLANNING Marcus Lightfoot 95 100 85 Shari Kamali 98 98 90 Jane Tompkins 90 60 90 TOTAL 283 258 265 Attached foryou review isCalvinGiordano's proposal andthe Selection Committee's"short list"and final score sheets. CityofSouthMiami|6130 SunsetDrive|SouthMiami,FL 33143-5093 305.663.6338 |southmiamifl.gov RFQ For Comprehensive:Planand Land DevelopmentCode Update Selection Committee Recommendation Jiif>e4/i20i6 Should.yourequireadditionalinfonnation,pleaseletmeknow. Regards* tfahe K,Tompkins,AICP Planning Director South THE CITVOF PLEASANT UViNG RFQ Title: RFQNo.: FW«J' Evaluation Scoring Sheet PL20I4-09 PurchasingDivision 6130 Sunset Drive South Miami,Florida 33143 (305)663-6339 www.southm»amifLgoy Comprehensive Plan and Land Development Code Revision" DIRECTIONS:Please score each firm,foreach specific criteria provided.Scoringisbasedoneach criteria listedbelow with a maximum scoreforeach criteria.Thetotalscoreforeachproposeris calculated byaddingeachcriteriaforatotalscore by proposer.The maximum score total score for each proposer is 100 points. Staff Experience and Team Organization:The ability of professional personnel,including \/theemployees or principals ofthe /firm;subconsultants(if any)and, pertinenttraining,skills,I / experience and references.Firms 1 with in-house specialtiesasit 1 .relates to the scopeofservices %»and who have comparableproject experiencewith other HO m municipalities,cities or County H0 *>£ governments forsimilar projects, will begrantedahigherscore. (Max.40 points) Project Approach: Completenessandclarityofthe 2, proposer's approach and detailed work plan tothe project*and the ability oftheapproachto accomplishthe City's overall objectives,(Max.30 points) So ZO 10 Commitment to Timelines and Budgetary Considerations:Respondent's 3.ability to meet agreeduponCity $0timelinesandbudgetaryis130considerationsbasedonthe currentandprojectedworkloadof the firm.(Max.30 points) ^^^^^^^^^^^^^^^^^•^^OT^^^^^fl It*t<0*^os (Print Name) Date- Page 1 of 1 tHfeCltVOF Pt€ASANT LIVING RFQ Title: RFQ No.: n \i\a Evaluation Scoring Sheet PL20I6-09 Purchasing Division 6130 Sunset Drive South Miami*Florida 33143 (3015)663-6339 www,southmiamlfl:gov "Comprehensive Plan andLand Development Code Revision- DIRECTIONS:Please score each firm,for each specific criteria provided.Scoring is based on each criteria listed below with a maximum scoreforeach criteria.Thetotalscoreforeachproposeris calculated by adding eachcriteriaforatotalscore by proposer"The maximum score total score for each proposer is 100 points. Staff Experience and Teaim Organization:Theability of professional personnel,including the employees or principals of the firm;,sub consultants (if any)and, pertinent training,skills, experience and references.Firms within-housespecialties as it relatesto;the scope of services andwho have comparable project experience with other municipalities,cities or County governments forsimilarprojects, Will begrantedahigher score. (Max.40 points) Project Approach: Completeness and cfarity ofthe proposer's approach and detailed workplanto the project,arid the ability ofthe approach to accomplish theCity'soverall objectives.(Max,30 points) Commitment to Timelines and Budgetary Considerations:Respondent's ability tomeet agreed upon City timelines and budgetary considerations based on the current arid proj^ed workload of idtefirm.(Max-30 points) £&. :So 3D (Print Name) J&.&r ii0 MSL a>o (Signature) Date:Q?/*?//(p Page 1 of 1 THEfCmr OF FEASANT LIVING RFQ title: RFQ No.: F/A/AC Evaluation Scoring Sheet PL20I6-09 Purchasing Division 6130 -Sunset Drive SouthMiami,Florida 33143 (305)663^6339 w\Aw,sobthmJarnifl.gov Comprehensive PlanandLand Development Code Revision** DIRECTIONS:Please score each firm,for each specific criteria provided.Scoring is based on each criteria listed below with a maximum score for eachcriteria.Thetotalscoreforeachproposeris calculated by adding each criteriafor atotalscore byproposer.The maximum score total score for each proposer is 100 points. (Print Name)J-£&^^^^ Page 1 of 1 4/29/2016 Florida Department op State Division of Corporations Detail by Entity Name Florida Profit Corporation CALVIN,GIORDANO&ASSOCIATES,INC. Filina Information Document Number M17373 FEI/EIN Number 65-0013869 Date Filed 06/27/1985 State FL Status ACTIVE Last Event AMENDMENT Event Date Filed 03/21/2001 Event Effective Date NONE Principal Address 1800 ELLER DR STE 600 FORT LAUDERDALE,FL 33316 Changed:04/02/2001 Mailina Address 1800 ELLER DR STE 600 FORT LAUDERDALE,FL 33316 Changed:03/02/2000 Registered Agent Name &Address GIORDANO,DENNIS J 1800 ELLER DR STE 600 FORT LAUDERDALE,FL 33316 Name Changed:04/02/2001 Address Changed:03/02/2000 Officer/Director Detail Name &Address Title PCEOD DetailbyEntityName ~3 http://s<^ch.sunbiz.orgflrKjuury/CorporationSe^1/3 4/29/2016 Detail by Entity Name GIORDANO,DENNIS J 1800 ELLER DR STE 600 FORT LAUDERDALE,FL 33316 Title V EICHNER,SHELLEY 1800 ELLER DR STE 600 FORT LAUDERDALE,FL 33316 Title V KENNEDY,KARL 1800 ELLER DR STE 600 FORT LAUDERDALE,FL 33316 Title V COOK-WEEDEN,TAMMY 1800 ELLER DR STE 600 FORT LAUDERDALE,FL 33316 Title Secretary HOPKINS,DAWN 1800 ELLER DR STE 600 FORT LAUDERDALE,FL 33316 Title V WATTS,STEVE 1800 ELLER DR STE 600 FORT LAUDERDALE,FL 33316 Title VT GIORDANO,CHRIS 1800 ELLER DR STE 600 FORT LAUDERDALE,FL 33316 Annual Reports Report Year Filed Date 2015 01/14/2015 2015 05/07/2015 2016 01/04/2016 Document Images 01/04/2016 --ANNUAL REPORT View image inPDF format 05/07/2015-AMENDED ANNUAL REPORT View image in PDF format http://search.sunbiz.org/ta^^ 4/29/2016 01/14/2015 -ANNUAL REPORT 12/22/2014 -AMENDED ANNUAL 10/30/2014 -AMENDED ANNUAL 03/20/2014 -AMENDED ANNUAL 01/09/2014 -ANNUAL REPORT 01/04/2013 ~ANNUAL REPORT 01/24/2012 -ANNUAL REPORT 03/15/2011 -ANNUAL REPORT 02/17/2010 -ANNUAL REPORT 02/25/2009 -ANNUAL REPORT 02/21/2008 -ANNUAL REPORT 04/23/2007 -ANNUAL REPORT 01/20/2006 -ANNUAL REPORT 01/19/2005 -ANNUAL REPORT 07/02/2004 -ANNUAL REPORT 01/27/2003 -ANNUAL REPORT 03/13/2002 -ANNUAL REPORT 04/02/2001 -ANNUAL REPORT 03/20/2001 -Amendment 03/02/2000 -ANNUAL REPORT 02/24/1999 -ANNUAL REPORT 01/27/1998 -ANNUAL REPORT 02/10/1997 -ANNUAL REPORT 01/29/1997 -NAME CHANGE 02/06/1996 -ANNUAL REPORT 01/25/1995 ~ANNUAL REPORT DetailbyEntity Name View image inPDFformat, REPORT View image in PDF format ! REPORT Viewin^ageinPDFfonriat j REPORT Viewimagein PDF format j View image in PDF format j View image in PDF format J View image in PDF format | ~View image in PDF format j Viewimagein PDF format I View image in PDF format j View image in PDF format | View image in PDF format J View image in PDF format | View image in PDF format | Viewimagein PDF format | View image in PDF format I View image in PDF format j View image in PDF format j View image in PDF format \ View image in PDF format j ____View image in PDF format j View image in PDF format ! View image in PDF format ! View image in PDF format j View Image in PDF format _J View image in PDF format I http://seajch.sunbiz.org/!r>quiry/CorporationSearch/SearchResuItDetail?inquirytype=EntityName&directionType=lnitial&searchNameOrder=CALVINGIORDAN...3/3 2016 FLORIDA PROFIT CORPORATION ANNUAL REPORT DOCUMENT#M17373 Entity Name:CALVIN,GIORDANO&ASSOCIATES,INC. Current Principal Place of Business: 1800 ELLER DR STE 600 FORT LAUDERDALE,FL 33316 FILED Jan 04,2016 Secretary of State CC1861598544 Current Mailing Address: 1800 ELLER DR STE 600 FORT LAUDERDALE,FL 33316 FEI Number:65-0013869 Name and Address of Current Registered Agent: GIORDANO,DENNIS J 1800 ELLER DR STE 600 FORT LAUDERDALE,FL 33316 US Certificate of Status Desired:Yes The above namedentitysubmitsthis statement forthepurposeofchangingitsregisteredofficeorregisteredagent,orboth,intheStateof Florida. SIGNATURE: Electronic Signature of Registered Agent Officer/Director Detail: Title PCEOD Name GIORDANO,DENNIS J Address 1800 ELLER DR STE 600 City-State-Zip:FORT LAUDERDALE FL 33316 Title V Name KENNEDY,KARL Address 1800 ELLER DR STE 600 City-State-Zip:FORTLAUDERDALEFL 33316 Title SECRETARY Name HOPKINS.DAWN Address 1800 ELLER DR STE 600 City-State-Zip:FORT LAUDERDALE FL Title VT Name GIORDANO,CHRIS Address 1800 ELLER DR STE 600 City-State-Zip:FORT LAUDERDALE FL 33316 Title Name Address EICHNER,SHELLEY 1800 ELLER DR STE 600 City-State-Zip:FORT LAUDERDALE FL 33316 Title V Name COOK-WEEDEN,TAMMY Address 1800 ELLER DR STE 600 City-State-Zip:FORT LAUDERDALE FL 33316 Title V Name WATTS,STEVE Address 1800 ELLER DR STE 600 City-State-Zip:FORT LAUDERDALE FL 33316 Date I herebycertifythatthe information indicatedonthisreportorsupplementalreportIs trueandaccurateandthatmy electronic signatureshelfhavethesamelegaleffectasifmadeunder oath;that Iaman officeror directorofthe corporation orthereceiverortrusteeempoweredtoexecutethisreportesrequiredbyChapter607,FHorida Statutes,andthatmynameappears above,oronanattachment wfth ail otherlike empowered. SIGNATURE:DENNIS GIORDANO PRESIDENT 01/04/2016 Electronic Signature of Signing Officer/Director Detail Date SUNDAY JULY 32016 MIAM1HERALD.COM CCITY OF SOUTH MIAMI COURTESY NOTICE AND MEETING DATE CHANGE NOTICE IS HEREBY giventhattheCityCoumiissioiioftheCityof South Miami,Florida willconductPublicHearing(s)atits regular City- Commission meeting scheduledfor Tuesday,July 12,2016,beginning at7:00p.Tn.,intheCity Commission Chambers,6130SunsetDrive, toconsiderthefollowingitem(s): AResolutionapprovingandauthorizingtheCityManagertoexecutetheJune 22.2016 to September 30.201V Agreement between the American Federation ofState,CountyandMunicipalEmployees ("AFSCME")r Local3294andthe City Of SouthMiami. AResolutionauthorizingtheCityManagertonegotiateandenterintoan agreement withBrown&BrownofFlorida.Inc..forinsurancebrokerage servicesforaninitialtermofthree(3)yearsandone(1;two-yearoptionto renewfora tolal termof five (5)consecutiveyears. AResolutionauthorizingtheCityManagertoenter into athree-yearagreement withFPL Fibernettoincreaseexistinginternetbandwidthcapacityal City Hall. AResolutionauthorizingtheCityManagertonegotiateandenterintoacontract, fora term nottoexceed five (5Jconsecutiveyears,with Calvin,Giordano &. Associates,inc.forthecompletionoftheComprehensivePlanandLand Development Code revision. AnOrdinanceAmendingthe Officio!ZoningMap.as authorized bySection 20-3.1(C).andotherapplicableprovisions,amendingthedesignationofthe Marshal)Williamson propertylocatedsouthofSW64thTerrace approximately betweenSW60th Avenue andSW 61st Court,fromSingle-FamilyResidential District RS-4 toRT-9 AnOrdinanceAdoptingaSmallScaleAmendmenttotheFutureLandUse MapoftheComprehensivePlan,amendingthedesignationoftheMarshall WilliamsonpropertylocatedsouthofSW64th Ten ace approximately betweenSW60th Avenue andSW61stCourt,fromSingleFamily Residential (Two-Story)toTownhouse Residential (Two-Story). NOTICE IS HEREBY alsogiventhattheregularmeetingdateof Tuesday July 5..2015 hasbeenchangedtoTuesdayJuly .12,2016 ALLinterestedparties are invitedtoattendandwillbeheard Forfurtherinfonnation,pleasecontacttheCityClerksOfficeat:305-661-6340. Maria M.Menendcz,CMC CityClerk PursuanttoFloridaStatutes286.0105,theCity herebyadvisesthepublicthatif «i persondecides toappeal any decision made bythis Board.AgencyorCommissionwithrespecttoanymatter consideredat its meetingor hearing,lie orshewillneed o recordoftheproceedings,and that for such purpose,affectedpersonmayneedtoensurethata verbatimrecordoftheproceedingsis made whichrecordincludes the testimonyandevidenceuponwhichtheappeal is to he based. r NEIGHBORS 29SE Public Notice MIAMI-DADE COUNTY HOMELESSTRUSTREQUEST FOR APPLICATIONS (RFA)FOR INCLUSION IN THE 2016 USHUDNOTICEOFFUNDING AVAILABILITY (NOFA),CONTINUUM OF CARE PROGRAMS Miami-Dade County,through the Miami-Dade County Homeless Trust (Homeless Trust),is requesting applications fromhomeless providers andother qualified entitiesinterested in applying forsupportservices,housingandother eligible activities benefiting the homeless.The projects being soughtaspartofthis solicitation are contingent onthe Homeless Trust beingawardedfunds through a Collaborative Application.Collaborative Applications willbesubmittedtothe United States Department of Housing and Urban Development (USHUD)inresponsetoits Notice of Funding Availability (NOFA).Programs currently funded through the USHUD Homeless Continuum of Care programswithfunding expiring in 2017,projects seekingnewbonusfunding,and providers interested in serving asthenew project sponsorforthe Partners for Homes program awardedaspartofthe 2015 NOFA competition mustbeapartofthis competitive processfor funding.Copies of the Request for Applications package are available for pick up beginningat9:30a.m. June 27,2016 at: Miami-DadeCounty Homeless Trust 111 N.W.1st Street,27th Floor,Suite310 Miami,Florida 33128 (305)375-1490 A Pre-Application Workshop will beheldon July 5,2016,beginning at 10:00a.m.at theStephenP.ClarkCenter,111 NW 1stStreet,Miami,FL33128,18th floor,room 18-4. Attendance atthe Pre-Application Workshop isnot required butisstronglyrecommended. We invite currently funded andnewpublic and private homeless non-profit providers,and government agencies,to review this RFA andapplytorenew existing projectsorsubmit an application foranew project(s).AbriefTechnical Assistance session will be provided fornew provider agenciesatthe conclusion ofthe Pre-Application Workshop.THIS RFA IS SUBJECTTOTHECONEOF SILENCE,COUNTY ORDINANCE 98-106.In ordertomaintain afairand impartial competitive process,the County canonlyanswerquestionsatthePre- Application Workshop andmust avoid privatecommunications withprospectiveapplicants during the application preparation and evaluation process.Pleasecontactthe Homeless TrustiftheRequestfor Application documentsare required inan alternative formator language.Thedeadlineforsubmissionof applications isJuly 28,2016,at2:00p.m. Allresponses must bereceivedattheClerkoftheBoardofCountyCommissioners onthe17thflooroftheStephen P.ClarkCenter,111 N.W.1stStreet,Miami,FL 33128. Miami-Dade County isnot liable foranycost incurred bythe applicant in responding to the Request forApplications,andwereservethe right to modify oramendthe application deadline scheduleifitisdeemednecessaryorintheinterestof Miami-Dade County. Miami-Dade County alsoreservestherighttoacceptorrejectanyandallapplications,to waive technicalities or irregularities,andtoaccept applications thatareinthebestinterest of Miami-Dade County.Miami-Dade County provides equalaccessand opportunity in employment andservicesanddoesnot discriminate onthebasisofage.gender,raceor disability.PLEASE NOTE:IF YOU ARE SEEKING AFFORDABLE HOUSING,PLEASE GO TO:http://www.miamidade.aov/housinq/affordable-housinp-resources.asp MIAMI DAILY BUSINESS REVIEW Published Daily except Salurday.Sunday and Lega!Holidays Miami.Miami-Dade County.Florida STATE OF FLORIDA COUNTY OF MIAMI-DADE: Beforethe undersigned authority personally appeared MARIAMESA,who on oath says thai heor she is the LEGAL CLERK,Legal Notices oftheMiamiDaiiy Business Review f/k/a MiamiReview,adaiiy (except Saturday,Sunday and LegalHolidays)newspaper,published atMiamiin Miami-Dade County,Florida;thatthe attached copy of advertisement, being aLegal Advertisement of Notice in the matter of NOTICE OF PUBLIC HEARING CITY OF SOUTH MIAMI-AND MEETING DATE CHANGE - JULY12,2016 in the XXXX Court, was published in said newspaper in the issues of 07/01/2016 Affiantfurther says that Ihe said MiamiDaily Business Review isa newspaper published atMiami,in said Miami-DadeCounty,Floridaandthatthesaid newspaper has heretofore been continuously published insaid Miami-Dade County,Florida each day (except Saturday,Sunday and LegalHolidays)andhas been entered as second class mail matterat the post officeinMiamiin said Miami-Dade County: Florida,foraperiodofone year nextprecedingthefirst publication ofthe attached copy of advertisement,and affiant further says that he or she has neither paidnor promised any person,firm or corporation any discount,rebate,commission orrefundfor the purms^of -^securing this advertisement for publication \yjhe^atffr)ewapsper. (SEAL) MARIAMESA personally knowntome RHONDA M PELTIER '•°\MY COMMISSION *FF231407 *;>v^\c"XPiRF_$Mciy 17 2019 1417••3<j.';-C-it yl6nJoNo;r,-,Sc/tec -&ir CSTY OF SOUTH Mmmt A&S®MBBYm®©ATI CHANQE NOTICEISHEREBY giventhattheCityCommissionoftheCityofSouth Miami,Florida will conduct Public Hearing®atits regular CityCommission meeting scheduled forTuesday,July12,2016,beginningat7:00p.m.,in theCityCommission Chambers,6130 Sunset Drive,to consider the followingitem(s): AResolutionapprovingandauthorizingtheCityManagertoexecute the June 22,2016to September 30,2019 Agreement between the American Federation of State,County and Municipal Employees ("AFSCME"),Local3294andtheCityOfSouthMiami. A Resolution authorizing theCityManagerto negotiate and enter into an agreement withBrown&BrownofFlorida,Inc.,forinsurance brokerage servicesfor anjnitial termofthree(3)years andone (1)-.two- yearoptiontorenewforatotaltermof five (5)consecutive years.• A Resolution authorizing theCityManagerto enter intoa three-year agreement withFPLFibernettoincreaseexistinginternetbandwidth capacity atCityHall. fA Resolution authorizingtheCityManagerto negotiate andenterinto a contract,foratermnotto exceed five(5)consecutive years,with Calvin,Giordano &Associates,Inc.for the completion of the Comprehensive PlanandLandDevelopment Code revision. AnOrdinance Amending the Official Zoning Map,asauthorizedby Section 20-3:1 (C),and other applicableprovisions,amendingthe designation ofthe Marshal!Williamson property,locatedsouthofSW 64thTerraceapproximatelybetweenSW60thAvenueandSW'61st Court,fromSingle-FamilyResidentialDistrictRS-4toRT-9. An Ordinance AdoptingaSmallScaleAmendmenttotheFutureLand UseMapofthe Comprehensive Plan,amending the designation ofthe Marshall Williamson property iocated south ofSW64thTerrace approximatelybetweenSW60thAvenueandSW61stCourt,from Single Family Residential fTwo-Story)toTownhouseResidential(Two-Story). NOTICEISHEREBY alsogiventhattheregularmeeting date ofTuesday, July5,2015 hasbeen changed toTuesdayJuly 12,2016 ALL interested partiesareinvitedtoattendandwillbeheard. For further information,pleasecontactthe City Cierk's Office at:305-663-6340. MariaM.Menendez,CMC CityClerk Pursuant toFlorida Statutes 286.0105,theCity hereby advises thepublic thatifaperson decides to appeal anydecisionmadebythisBoard, AgencyorCommissionwith-respecttoanymatterconsideredatits meetingorhearing,heor she will need arecordoftheproceedings,and that for such purpose,affected person may need to ensure that a verbatim recordofthe proceedings is made whichrecord includes thetestimony and evidence uponwhichthe appeal istobe based. 16-106/00001JKWV17M