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Res No 167-16-14722RESOLUTION NO.:167-16-14722 A Resolution authorizing the City Manager to expend an amount not to exceed $10,000 to Miami Dade College-School of Justice Assessment Center for the Sergeants promotional exam. WHEREAS,the Police Department isin need of providing a Sergeants promotional test to conform to the current Collective Bargaining Agreement;and WHEREAS,the Retirement of Lt.Henry Guzman has left a promotional opportunity for officers who have three (3)years seniority within the Department at the time of the examination; and WHEREAS,the City desires to provide a professional promotional examination and opportunity for advancement;and WHEREAS,aninitial inquiry into the availability of expert services for the givingofa promotional test for Sergeants uncovered a program ofMiami Dade College which offered the test for $7,950;and WHEREAS,an Invitation to Quote was developed and announced to find expert services necessary toprovidea professionalpromotional examination andonly one vendor,Sawgrass Group,Inc.who submitted abidin the amount of$20,000;and WHEREAS,pursuant to CityCharter,the City Commissionhas been delegated with the power to accept the bid or reject the bid;and WHEREAS,the City Manager recommends the rejectionof the bidand the approvalofa contract with Miami Dade College;and WHEREAS,Article III,Section5,Hof the City Charter provides that all purchases inexcessof $5,000shallbe approved after competitive conditions shallhave been maintained and competitive bidssoughtfromatleast three differentsourcesofsupplyifavailable,such determination tobe madebythe Commission.Italsoprovides that thissubsectiondoesnotapplyto the purchaseof expert services that have been approved by the City Commission. WHEREAS,the quote in the amount of$7,950providedbyMiamiDadeCollegeisfora written exam and badge exercise;and WHEREAS,the Citymay desire to incorporate anoral board aspect as part of the Police Promotional Assessment,which would increase the cost of conducting the Sergeants Exam process. TheCityis requesting an additional $2,050,asa contingency amount fromwhichtopayforthis added service should such services be desired at a later date. NOW,THEREFORE,BEITRESOLVEDBYTHE MAYOR AND CITY COMMISSION OFTHECITY OF SOUTH MIAMI,FLORIDA THAT: Pg.2 of Res.No.167-16-14722 Section1:ThebidofSawgrassGroup,Inc.isherebyrejectedandthe City Manageris authorized toexpendan amount nottoexceed$7,950to Miami DadeCollege-SchoolofJusticefor the Sergeants Exam administration.This expenditure will be charged to account #001-1910-521- 3450 Contractual Services.TheCity Manager isalso authorized to expend an additional sum not to exceed $2,050foranoralboardaspectaspartofthe Police Promotional Assessment ifthe City Manager desires to include such service. Section 2:Ifany section clause,sentence,or phrase ofthis resolution isforany reason held invalidor unconstitutional bya court of competent jurisdiction,the holding shall not affect the validity of the remaining portions of this resolution. Section 3:This resolution shall become effective immediately upon adoption. PASSED AND ADOPTED this 6th day of September 2016. ATTEST: (y^ CITY CLERK Y READ AND A^fBfOVED AS TO FORM LANGUAGeikEGALITY AMD/E^UTION APPROVED \iDlMU^ COMMISSION VOTE: Mayor Stoddard Vice Mayor Welsh Commissioner Edmond Commissioner Liebman Commissioner Harris 4-0 absent Yea Yea Yea Yea wm\Soutff Miami THE CITY OF PLEASANT LIVING CITY OF SOUTH MIAMI OFFICE OF THE CITY MANAGER INTER-OFFICE MEMORANDUM To: From: Date: Subject: Background: TheHonorableMayor&Members of the City Commission Steven Alexander,City Manager September 6,2016 Agenda ItemNo.A A Resolution authorizing the CityManagerto expend an amount not to exceed $10,000 toMiamiDadeCollege-School of Justice Assessment Center for the Sergeants promotional exam. The Police Department providesprofessional promotional processfor the positionofSergeant.Thecurrentexam expires thisyearandnoeligible candidates exist on the current list.The current retirement of Lt.Henry Guzman leaves an immediate opening for Sergeant. An invitation to quote was developed and announced to find expert services necessary toprovidea professional promotional examination and only one vendor submitted abid,which wasfor $20,000.Itwas determined that Miami DadeCollege-SchoolofJustice Assessment Center provides professionalPolice Sergeant Promotional process ata much reduced rate.The MiamiDadeCollege provideda quote $7,950acostsavings of $12,000. BasedArticle III,Section 5H of the City Charter provides that all purchases in excess of$5,000shallbeapprovedafter competitive conditions shallhave been maintained and competitive bids sought fromatleast three different sources of supply ifavailable,such determination tobe made by the Commission. Unfortunately,the Citywas unable to obtain three quotes due to the lack of interest from other vendors.In addition,this subsection of the charter provides foran exemption to the required three bids,which were actively sought,for the purchase of expert services,which this qualifies,solongas approved by the City Commission. Lastly,the provided quote isfora written exam and BADGE exercise.The Badge exercise isa job-relevant scenario which is administered orallybya test proctor. Candidate's responses are recorded and evaluated by3 assessors.The scenarios varyfromcriticalincident,citizen complaint,personnel issues,employee counseling,disciplinary procedures,use of force,etc.TheCity may want to incorporate aspart of the Police Promotional Assessment anoral board aspect, which would increase the cost of conducting the Sergeants Exam process.The Cityis requesting limiting the expense to $10,000,whichis $2,050 greater than the quoted $7,950 tocoversuch expense,should itbe desired atalater date. hhTMiSouth1'Miami THE CITY OF PLEASANT LIVING Vendor & Proposal Amount: FUND& Account: Attachments: CITY OF SOUTH MIAMI OFFICE OF THE CITY MANAGER INTER-OFFICE MEMORANDUM Vendors Amount Miami Dade College-School of Justice $7,950 The total expenditure shallbechargedto the PoliceContractualServices, account number 001-1910-521-3450,which hasa balance of $50,028 before this request was made. Resolution with and without numbers BidOpening Report Sawgrass Group,Inc.Proposal Invitation to Quote MiamiDade College-School of JusticeProposal BID OPENING REPORT Bids were opened on:Wednesday.June 1.2016 after:10:00am For:ITO #PD 2016-11 Sergeants Exam Administrator COMPANIES THAT SUBMITTED PROPOSALS: 1.SAWGRASS GROUP. AMOUNT: THE ABOVE BIDS HAVE NOT BEEN CHECKED. THE Bn)S ARE SUBJECT TO CORRECTION AFTER THE BIDS HAVE BEEN COMPLETELY REVIEWED. Maria M.Menendez City Clerk:_ Witness: Witness: Print name n ^ Print Name / Print Name Signature ORIGINAI.: CITY OF SOUTH MIAMI Sergeant's Exam Administrator ITQ#PD2016-11 Sawgrass group,inc. Authorized Representative:Brent D.Ransom,president/ceo 5200 NW 43rd Street,Suite102-278 Gainesville,FL 32606 Direct Phone:386-288-5020 Main Phone:855-403-6020 Fax:855-403-6021 Email:brent@thesawgrassgroup.com Website:www.thesawgiassgroup.com "Exceptional HRand Management solutions for yourneeds" Table of Contents LEGAL ENTITY 3 PROTECT TEAM STRUCTURE 3 QUALIFICATIONS 3 METHODOLOGY AND OPERATION 11 ATTACHMENTS A &B OFFICTAI.FORMS AND DOCUMENTS A.Legal Entity SawgrassGroup,Inc.is'anS -Corporation registered in the State ofFlorida.The official address ofthe company is 5200 NW 43rd Street,Suite 102-278,Gainesville,FL 32606. B.Project Team Structure SawgrassGroup,Inc.isleadbyPresidentand CEO Brent D.Ransom,M.S.Industrial/ Organizational Psychology,Ed.S.HigherEducation Administration.For the purposes of this project,BrentD.Ransom will serveas the Senior Project Manger whowillbe responsible for contracting,planning for scope of services deliverable activities,and taking the leadon implementation of defined activities and timetables.Brent Ransom willbe present atailkeymeetingsand the mainpointof contact throughout the project. Dr.BruceHenry,Industrial &Organizational Psychologywill serve as the Project Manager who will assist Brent Ransomwith coordinating activities,schedules,timelines andanalysisof information gathered,JasonSmith,M.S.Industrial /Organizational Psychologywill assist with survey content,data analysis,exercise /item development and report writing for the jobanalysis reports. C.Qualifications I.Sawgrass Accomplishments andAbilities In 1995,BrentRansom graduated from Hampton Universityin Hampton,VA with aBachelor's degree in Psychology.In the year 2000,BrentRansom graduated withhis Masters inIndustrial and Organizational PsychologyfromRadford University inRadford, VA.Upon graduation,he immediately beganhis career at the Institute ofPublicSafety {IPS)locatedin Gainesville,FL,whichisdesignedtoselect,trainanddevelop individuals in the areas ofLaw Enforcement,FireRescue,Corrections,and EMS professions,At IPS, Mr.Ransomwas responsible for developing entry-level screening and promotional examinations forpublic safety agenciesacross the state ofFlorida. In2006,Mr.Ransomofficially established SawgrassGroup,Inc.with the philosophyof creating better publicsafetyorganizations through providing the services ofentry-level examinations,recruitment,employee development,promotional exams andorganizational assessments.SawgrassGroup,Inc.hassuccessfully developed over 100 promotional examinations forlaw enforcement,corrections and fire rescue agencies across the nation.Weare proud to assert we have a customized approach that can withstand the scrutiny and demands oflarge metropolitan departments while deliveringapersonalizedtouchtosmallagencies,Inour10yearhistory,Sawgrass has J t never been involvedinlitigationorformalgrievancesforourresultsfollowinga promotional examination. II.References forSimilarProjectsandComplexity University of Texas System Police (UTSP) •Contact:Ruben Puente,Assistant DirectorofUT System Police,512/804-9680 •Location:201 West 7th Street,Suite 416,Austin,TX 78701 •Nature of Contract:Conduct comprehensive system wide jobtaskanalysisfor the promotional ranks of sergeant,lieutenant andcaptain;Developa content valid study guideand written examination foreach promotional rank. •Number of Sworn Personnel:550 •NumberofPromotional Ranks:3(Sergeant;Lieutenant;Captain) o Approximate Number of Examination Candidates: •TBA candidates,Sergeant's examination •TBA candidates,Lieutenant's examination *TBA candidates,Captain's examination Upon completion of a comprehensive job task analysis encompassing all14 institutions across the state of Texas,Sawgrass Group will customize each written examination to UTSP Policiesand Procedures,TexasPenal Code,Texas Transportation Codeand pre-determined management andleadership textbooks.The project commenced in October 2015andis estimated tobe completed by the Fall of 2016. City of Cape Coral Police Department •Contact:Deputy Chief,Dave Newlan,239/574-0698 •Location:1100 CulturalPark Boulevard,Cape Coral,FL 33990 •Nature of Contract:Perform promotional examination services for the following ranks: Sergeant;Lieutenant, •Number of Sworn Personnel:230 •Number of Promotional Ranks:2(Sergeant;Lieutenant) o Number of Examination Candidates:10-40 SawgrassGroup developed a comprehensive battery of exams /assessments for the rank of sergeant and lieutenant.Some examples include written exams,video roleplays,oral interview boards,writing exercises,editing exercises,andcritical incidents.All promotional examinations have been administered with neither formalgrievancesnorlitigation.SawgrassGroup works diligentlyto create arelationshipoftransparency,trust andrespect. City of Plantation Police Department •Contact:Sergeant Scott Lustigman 954/797-2633 •Location:451 NW 70th Terrace,Plantation,FL 33317 •Nature of Contract:Perform promotional examination servicesforthe following ranks: Sergeant •Approximate Number of SwornPersonnel:135 SawgrassGroup contracted with the Plantation Police Department to administer a written examination and three assessment center exercises for approximately 20 candidates.No lawsuits or grievancesoccurred upon completion of the contract. City of Coral Springs Police Department •Contact:HR Administrator,Stacie Ellinson,954-346-1270 •Location:2801CoralSpringsDrive,CoralSprings,FL 33065 •Nature of Contract:Performpromotionalexamination services for the rankof Sergeant •Number of Sworn Personnel:130 •Number of Promotional Ranks:1 (Sergeant) o Number of Sergeant Examination Candidates:30 Theprojectrequires Sawgrass Grouptodevelop,administer,andscorea legally defensible,job- related,and fair promotionalexaminationprocess.SawgrassGroup develops an assessment centercomprisingofa role play,oral board andwritingexercisetoassesskey skills for the rank of patrol sergeant. Ill,Experience with Key Requirements Brent Ransom,Senior Project Manager ♦Masters,Industrialand Organizational Psychology,RadfordUniversity,Radford,VA ♦Specialist,HigherEducation Administration,Universityof Florida,Gainesville,FL ♦Bachelors,Psychology,HamptonUniversity,Hampton,VA ♦Promotional Exam Experience -16 yearsexperiencedevelopingandimplementingover 100 promotional examinations forlaw enforcement,corrections andfire rescue agencies withno history of lawsuitsor litigation. ♦Leadershipand Management Development -Expertfacilitator In leadership and management courses for public safety agencies. ♦Certifications:SPHR -Senior Professional in Human Resources by the Human Resources Certification Institute and SHRM-SCP bythe Society for Human Resource Management ♦Memberships:Society for Human Resource Management (SHRM),American Psychological Association (APA)and Society for Industrial and Organizational Psychology (SlOP) Bruce Henry-ProjectManager ♦Ph.D.Industrial and Organizational Psychology,Walden University,Minneapolis,MN ♦15 years experience directing and managing human resource functions for a 1800+sworn police department ♦15 years experience in developing entry-level and promotional testing for police and fire organizations ♦27 years as a certified police officer for the City of Indianapolis Metropolitan Police Department ♦Certifications:IPMA -SCP Senior Certified Professional bythe International Personnel Management Association ♦Memberships:Society for Industrial and Organizational Psychology (SlOP),International Association of Chiefs of Police (IACP),National Organization of Black Law Enforcement Executives (NOBLE)and International Personnel Management Association (IPMA-HR) Jason Smith -Consultant,Testing and Evaluation ♦M.S.Industrial and Organizational Psychology,Florida Institute of Technology,Melbourne, FL ♦Promotional ExamExperience-2yearsofdevelopingpromotionalwritten examinations andassessmentcenterexercisesforacitywith 1600+policeswornand 1300+certifiedfire fighters. ♦Memberships:Society for Human Resource Management (SHRM)andSocietyfor Industrial andOrganizationalPsychology (SlOP) Theprimary staff assignedtothisprojectare all formally trained on the Uniform Guidelines on Employee SelectionProcedures (UGESP)andPrinciplesfor Validation andUse of Personnel Selection Procedures by way of being conferred degrees inIndustrialandOrganizationalPsychology.In particular,the UGESP clearly outlines the three types of validityacceptable to courtsin instances of defensibility claims. The three types ofvalidityinclude content,criterionand construct validity.For the purposesofthisproject,Sawgrass Group,Inc.willbeutilizinga content valid approach which serves to create a direct link between the most critical tasks and knowledge,skillsandabilities (KSAs).Thisisalso known as "Task-KSA"linkage.In addition,Sawgrass willbe utilizing "decisionrules"through the analysisand interpretation of descriptive and inferential statistics (i.e.reliability,correlations, measures of central tendency)toprovideempirical evidence for selecting critical tasks and KSAs. Designing,administeringandanalyzingsurveysfor the purposes of jobtask analysisinlaw enforcement isa cornerstone of defensibility andaccuracyin definingthenecessary Task-KSA's forthejob.In the majorityofinstances SawgrassGroup,Inc.utilizesathirdpartysoftware(i.e.SurveyMonkey)to design,administerandcollecttherawdatanecessaryfor analysis and decision making. Oncethedataiscollected,Sawgrass isadeptatreviewingcaselaw,UGESP and professionalstandardstoidentify precedents necessary tomakesound recommendations for test specifications.For example,Sawgrass Group will review themost critical Task-KSA linkages in light of budget,time,number of participants,weights,adverse impact potential per exercise and decision making strategies. Once thetest specifications plan is finalized,Sawgrass Group,Inc has developed over100 customized assessment and written examinations to reflect the findings from thecontent validity studies.Ourstaffof experienced law enforcement professionals andtestwriters are skilled in creating job relevant exercises and exams to ensure your most critical tasks and KSAs are represented in the selection process. In the10yearsofbeingin business,Sawgrass Group,Inc hasneverbeenincourt to testify regardingany of ourjobanalysisprojectsor testing results.In fact, SawgrassGroup,Inchas been calledin develop defensible jobanalysisand promotional examinations in instances of existingfederal consent decrees for discriminationclaims.In addition,BrentRansom-Senior Project Manager,Dr. BruceHenry-ProjectManagerand the JasonSmith-Consultantforthisproject have extensive experience validating testing plans tocreatedefensibilityagainst grievances andclaimsforCityHuman Resources departments and Civil Service Boards. IV.General Approach to Project ContentValidationandDefensibility: Thepublic safety industry hasa long historyofmajorlawsuits,grievances, federal consent decrees andpunitive damages inregards to discriminatory hiring and promotion practices.Therefore itisvital that the development, administration and decision-making procedures duringa promotional process arehighly transparent,jobrelatedand defensible. Contentvalidityisthe most commonly utilized method toachieve the goalof defensibility,jobrelatednessandtransparency.Theprocessessentiallyinvolves showing aclearlink between the most criticaltasks,knowledge,skills,orabilities and the examination questions,exercises,weights and cutoff scoresutilized duringahiringorpromotion process.Thisprocessisalso commonly referredto asajob task analysis. There are three key enforcement agencies regarding hiringand promotion practices; 1.Department of Justice (DOJ)-Civil RightsDivision •This Division enforces federal statutes prohibitingdiscriminationonthebasis of race,color,sex,disability,religion,familial status andnationalorigin. ♦Issues Federal Consent Decrees •Issues Lawsuits /Compensatorydamages/Punitivedamages 2.Equal EmploymentOpportunity Commission (EEOC) •Applies to employees ofmost private employers,state and local governments,educational institutions,employment agencies and labor organizations. •Lawsuits/Compensatory damages /Punitive damages 3.Office of Federal ContractCompliancePrograms (OFCCP) •Applies to federal agenciesandcontractors-Codeof Federal Regulations Lawsuits/Compensatory damages /Punitive damages• SawgrassGroup,Inc.isconstantlyreviewingcourtcasesinvolvingdiscriminatory hiringand promotion practicesin the public safety industry from the aforementioned agencies.Without question,conducting awell thought out and in-depth jobtaskanalysisinlight of current caselawis the most critical step one can take to buildadefensibleprocess during anaccusationofunfairhiring practices. An example of some court caseswith strong precedent and national implications are described below: In January2010,the Equal EmploymentOpportunity Commissionfileda complaint in the U.S.DistrictCourtfor the Districtof New Jersey on behalf of candidates in the NewJersey Civil Service Commission who were seeking promotion to the rank of sergeant through the Police Sergeant exam.The complaint allegesthatthe state's pass/falltestingprocesshadanegative, disparateimpactonAfricanAmericansandapplicantsof Hispanic origin.The court ruledinfavor of the plaintiff that the cutoff score and exam utilized hada negative impact onminorities.Backpaywasrequiredtoall affected parties. In Ricci v.DeStefano,the City of NewHaven,Connecticutwasfoundtohave violated Title VII whenit rejected successful promotional test results achieved by non-minorities in favor of minorities.In itseffortto avoid a disparate impact against those minorities,the City ofNew Haven choseto discard the eligibility list.The U.S.Supreme Court ruled thata jurisdiction cannot discard an eligibility ]listsolelybecauseitdoesnotproduceadiversegroupofcandidatesand |required the City of New Haven to reinstate the list.Furthermore,the process J utilized to validate and develop the promotional process was based upon an in- j depth job task analysis which was upheld by the U.S.Supreme Court. TheCityof Milwaukee in2007wasfoundtohaveengagedinunlawful discriminationforusingpromotionalpractices that favored women and minoritiesinpromotionsfrompolicelieutenanttocaptain.In summary,any individuals who passed the written examination were placed on the eligibility list.The Chief would then select whoever he felt wasthebest fit for thejob and submit his decision tothe public safety board for approval.Without exception the publicsafetyboardapprovedhisrecommendations.Overthecourse of two years,42 promotions weremadewith 20+being minority orfemale.TheChief hadno documented,job related or systematic wayof making recommendations. Areverse discrimination lawsuitwas filed alleging that more qualified white maleswere systematically skipped over because of race or gender.Thecourt ruled in favor ofthe plaintiffs and required promotionfor all 17 individuals and back pay from the Chief and Public Safety board intheamountof $280,000 per person. In summary,Sawgrasswillutilizeproven strategies based onformaltraining, empirical research,case law and common sense to set a firm foundation to build a sound promotional processfor everyone involved. 10 D,Methodology /Operation I.ResumesofProjectTeam (Attachment A) Brent D.Ransom,M.S.Industrial/Organizational Psychology is the primary point ofcontactandSenior Project Mangerwho will be responsible forcontracting, planningforscopeofservicesdeliverable activities,andtakingtheleadon implementation ofdefinedactivitiesandtimetables.BrentRansom will be present atallkey meetings throughout the project, Bruce Henry,Ph.D.Industrial /Organizational Psychology will serveasthe Project Manager who will assistBrentRansomwith coordinating activities, schedules,timelines and analysis of information gathered. Jason Smith,M.S.Industrial/Organizational Psychologywill assist withsurvey content,exercise /examination development,data analysis and report writing for the job analysis reports. II.Estimated Timeframes andTime Commitment forCityof South MiamiStaff Estimated Timeframe: Basedonthe requested scopeofservices,SawgrassGroup,Inc.estimates approximately 180daysto complete the project. Job Interview &Observations: SelectedincumbentsfortheSergeant Rank canexpect 2-4 hoursoftimebeing surveyed,interviewed and observed, Task-KSA Surveys: Whenthe final onlinetask analysis surveys are disseminated,eachrespondent can expect oneto one halfhourto complete the survey. Validation of Written Examination References: For rankofsergeantateamof3-5subjectmatterexpertscanexpect 3-4 hours oftime providing numerical ratings for which specific chaptersor sections ofthe selected references/textbookstoemphasizeforthepromotionalwritten examination (s). Validation of Assessment Center Exercises: Forrankofsergeantateamof3-5subjectmatterexpertscanexpect 3-4 hours reviewing draftsof exercises or interview questions. 11 III.Resulting Test Plans and Specifications (Attachment B) Sawgrass Group will provideforeachrankacomprehensivejobtask analysis reportwith the necessary recommended selectionplanstoincludevalidated weights,KSA emphasis,exercises,andrecommended decision makingstrategies. Asampleselectionplanderivedfromajobtaskanalysisconductedfor the Cityof IndianapolisPolice Department has been included. IV.Proposed Methodology SawgrassGroupwill be utilizingasixphase content validation strategy for the sergeant rank.Thesixphasesare:1-Literature Review,2 -Job Interviews & Observations,3 -Task-KSA Survey Designand Dissemination,4-Task-KSA Analysis &Linkage,5-Final Reporting and Recommendations 6-Written Examination Reference Validation Thefirstphasestartswithaliteraturereviewincludingbutnotlimited to the following basic pieces of information: 1.History of the City of South Miami 2.Organizational Structure and Mission 3.Historical movement andplacementofsupervisorswithin the division and rank structure 4.ReviewofCityofSouthMiami/DadeCountycaselawon recruitment, hiringand selection 5.Calls forservicedata (i.e.,division,sector,andbeat) 6.Internal Affairs Databy general category 7.Samplesofbasicreportsutilizedforeachposition Upon completion ofthe literature review,Sawgrass Group,Inc.will commence phase two,which involves job interviews and job observations.During this phase,Sawgrass Group,Inc.will sendout online job interview surveysin advance offocus group meetingsandjob observations.During the focus groupmeetings andjob observations,Sawgrass Group,Inc.will be confirming the information gatheredthroughtheonlinesurveysand gathering additional new information. Thiswill set afirm foundation for defensibility and ensure the most accurate representation of the actual job duties. Upon completion of the job interviews and observations,SawgrassGroup,Inc, will commence phasethreewhichinvolves development and dissemination of theonline Task-KSA survey.Once thecontentforeachsurveyhasbeen finalized by Sawgrass,thesurvey information will bedisseminated via anonline link to incumbents City of South Miami email accounts. 12 Phase four involves the analysis of data collected from the online surveys to achieve the criticalTask-KSAlinkage.Thiswillinvolve the use of inferential statistics (i.e.correlations,reliability of ratings)as well as descriptive statistics (i.e.measures ofcentral tendency)toscreenoutleastimportanttasks and/or associated KSAs.From the analysis,Sawgrass will derive a comprehensive selection plan to include necessary weights of emphasis oneach examination, exercise and dimension (s)assessed. Phasefiveisfinalizing the selection strategy and recommendation.Part of the finalizationwillbeto review with the City of SouthMiami the budget,time and mostbeneficialdecision-making strategy for promotions.For example,the recommendation of utilizinga cutoff score for the rank of Sergeant written examination maybeaviableoption to ensure manageable numbers for the assessment center andoralboard.However,adverse impact considerations and the defensible methods of setting cutoff scores(i.e.Angoff Rating method)will be thoroughly explainedtoensure the CityofSouthMiami understands the full commitment involved.An example (Attachment B)is included to showcase proposed selection plansfor the rank of Sergeant,Lieutenant andCaptainfor the City of Indianapolis Police Department. Thefinal phase involves the development of a written examination study guide for the rank of Sergeant.Thisinvolves the use of subject matter expert focus groups to thoroughly review with Sawgrass Group,Inc.eachcriticalTask- Knowledgelinkageand identify areaswithin proposed study guidematerialsbest showingaclear connection.For example,a critical task fora sergeant maybe to monitor a high-speed pursuit of a subject who committed afatalhitandrun. Appropriate codes may be the Florida State Statute (FSS)for Speeding,Cityof SouthMiami PD Policy -High SpeedPursuitGuidelinesand FSS -HitandRun. This "Task-Knowledge"connection would yield three validated references to develop questions for the Sergeant written examination. In summary,the SMPDshould expect the following deliverable per uniformed rank: 1.Comprehensive JobTaskAnalysisReport based firmlyon the Uniform Guidelines for Employee Selection standards andPrinciplesforValidation and Use of Personnel Selection Procedures. a.This report will include but is not limited to a summary of the literature review,validation strategy,survey methodology,survey results,analysis reports &graphs,recommendations andfinalized selection strategies. b.Itwillalsoincludeany unique challenges or circumstances the City of South Miamifaces with regardsto promotion. 13 c.Validated reference lists for each written examination in the promotional ranks VI.Written Examination Procedures Overview Sawgrass willdevelopabankofwrittenexaminationitemsfor the promotional rank ofsergeant.Approximately 110 examination items will bedeveloped.Items not meeting acceptablestandardswillbedroppedfromusageandreplaced. Written examinations willhaveon the cover,the SMPDlogo,clearindication of rankby name andcolorandbesequentially numbered.Packaging willbesuch thattamperingoropeningby unauthorized person (s)isevident.Pencils, Scantrons and instructions for the written examination will be included in the first package.In thesecond package,appeals instructions,answerkeys,appeals forms,and reference listforeach exam willbe included. WrittenExamination Development Development ofeachexamisaccomplishedbycollaboratingwithsubject matter experts (i.e.,incumbent sergeants/lieutenants)to developadetailedblueprint for the multiplechoiceexaminationquestions.For example,thesubject matter experts mayselectfrom the agencypoliciesandprocedures,leadership texts etc...forpotentialmultiplechoicequestions. Thedetailedmultiplechoiceblueprintwillbeusedby the Sawgrass todevelopa draftof potential questions for the exam.Thedraft of questions willbereviewed by the subject matter expert committee to determine validity,difficultyand quality.Any questions deemed unacceptable by the subject matter expert committee will not be included in the exam.Thefinal examination composition, will not be known byany staff fromSMPD. 14 Setting Cutoff Scores If recommended,the SawgrassGroup,Inc,will develop a cutoff for the exam. Typically,the Sawgrass will use70-80%asthe cutoff for theexam,depending on the agencystandardortheAngoffrating method to determine a valid cutoff, insummary,the Angoffrating method isa legally defensible method validated bycaselawwhichevaluates the difficultyofeach test itemto determine the overall cutoff.Inaddition,Sawgrasscalculates the standarderror of measurement,and conducts an item analysisto ensure the cutoff score used is accurate andlegally defensible. Written Exam Administration Reasonable accommodation requests (ADA)willbe coordinated viaSMPD Administration Department prior the examinationprocessforeachrank. Sawgrasswill use qualified staff independent of the SMPDto administer the actualexam.Allmaterials necessary willbeprovidedbySawgrass(i.e.pencils, scantron sheets,instructions,exam booklets). Asastandardpractice,the Sawgrass conducts an item analysisfor the multiple choiceexamto determine if there areany questions where anunusuallyhigh (i.e.,90%)number of candidates missaparticular question. Sawgrass wiil provide an opportunity for candidates to challenge any question on the writtenexam.Typically,thisisaccomplishedbyschedulingasession immediately after the written exam.Candidates must submit their own challenges to the exam andeachchallengeis submitted anonymously inwriting. TheSawgrassand subject matter expert paneldiscuss the validityof the challengeto determine ifitwillbe "accepted"or "denied".If the challengeis accepted,the question willbedroppedor adjusted ifapplicable.If the challenge is denied,no change is made.Final results will be communicated to candidates within five business days. Scoringthe Written Exam All Sawgrass examsarescoredviaanopticalscanner.Furthermore Sawgrass utilizesaleading testing software toformulate,format,andcreatestandardized writtenexaminations.Standard reportssuchasanitem analysis breakdownper subjectmatter(i.e.FSS,General Orders),reliability,mean,median,range, standarderror of measurement,standarddeviationanddemographicscanbe generated. 15 VI.Assessment Center &OralBoard Procedures Overview The Sawgrass will reviewthe results ofthe job task analysis todetermine the critical areastobeassessed for thesergeantposition.The Sawgrass willutilize professionaltrainingandexperiencetodeterminewhichscenarioswill best assess the critical areasidentified.Drafts ofexercises will bedevelopedin conjunctionwith SMPD SubjectMatterExpertsandSawgrassGroup.. Confidentialityisvitalto maintaining the integrityofapromotionalprocess. Therefore,the test development approach is designed to minimize asmuchas possible the perceptionandreality of theexactscenariosbeingknownby SMPD personneloutsideof the subjectmatterexpert committee. Assessment Center &OralBoard Development Upon completion of the jobtaskanalysisstage,Sawgrasswill develop outlines or general themes for development of assessment center exercises andoral board questions to be reviewed and approved by the subject matter expert committee, Sawgrasswill convene with the subject matter expert committee toclarify agencyspecificstandards,reporting requirements,orany other pertinent information necessary to create realistic exercises for SMPD. The primary communication channelwillbevia video conference /conference call/email.Newscenarioswillbe developed foreach subsequent promotional examination. Assessors Assessors will carefully be selected based on experience,trainability,potential forconflictof interest anddemographics. For the promotional rank,the selected assessors are trained.Thisis achieved by providing a general overview of the process,grading procedures,exercise review and explanation of ratingscales,equipment review,practiceassessorgrading and final Q&A. 16 Atypical assessor-training schedule isasfollows: Assessors Training Outline Introductions and Check-In 1.Overview of Process 2.Grading Procedures 3.Exercise Review &Rating Scales 4.Equipment Review 5.Practice Assessor Grading 6.Final Q&A Sawgrassrecordsin written or video-tape fashionall candidate responses for assessment centers exercises,Assessors are not in the room during the candidate responses to assessment center exercises.Infact,assessors are expected tograde written and/or video taped documentation of candidate responses outside the presence of candidates. Assessors evaluate candidates basedona pre-determined listof benchmarks and dimensions validatedby the job task analysisand test development procedures outlined. Oral Boards are typically conducted "live"andoral board assessors are extensively trained on note taking and observation of objective andjobrelated criteria based on pre-determined benchmarks/dimensions. Administrationof Assessment CenterandOralBoards Prior to the agreed upon date(s)of testing,the Sawgrasswill coordinate with the SMPD to secure professional roomsand equipment fortrainingand testing within the agencyor within a15mileradiusfrom the agency. A detailed test administration manualwillbe developed and reviewed with SMPD to include roomand staffing assignments. Scoring of Assessment Center and Oral Boards All scoring of candidates willbe documented in written fashion to include "notes andimpressions"ofeachcandidate.All assessorscoresarequalitychecked prior to assessors leaving the premises. 17 AssessmentCenter Candidate Appeals Sawgrasswillprovidean opportunity for candidates toreview their results for assessment center exercises.Typically,this is accomplished by scheduling a session upon completion of the assessment center.Candidates must submit their own challenges tothe exam and each challenge is submitted anonymously in writing.TheSawgrass will independentlyreview the validity ofthechallenge todetermineifIt will be"accepted"or"denied".If thechallengeis accepted,the candidate score will beadjustedifapplicable.Ifthechallengeisdenied,no change is made. VIIL SMPD Administration Key Responsibilities a.Assign a Promotional Exam Coordinator to ensure all SMPD specific resources, schedules,communications andlogisticsarefacilitated. b.Ensureplanningandpreparationmeetingswithsubject matter expertsare convened on project timelines. c.Secure professional rooms and facilitiesfor testing candidates. VIII.Candidate Handbook &Candidate Orientation Overview Registered candidates willbeprovideda candidate handbook outliningin detail all reference materials,potential exercises,test taking techniques and tips,dress code,and general schedule of written exam,assessment center and oral board. Candidates mayemail the Sawgrasstoclarify information in the handbook orask followup questions.All questions and answers willbe posted asan addendum for candidates to ensure transparency to all candidates and will be further reinforced during the candidate orientation 30-60 days inadvanceof the examination.The orientation will bevideo taped for candidates who are unable to attend. VIIL General Services a.Sawgrass will prepare amonthlyprogressreportviaaoutlinedproject plan (i.e.Gant Chart and TaskLists) b.Via the jobtaskanalysis,Sawgrasswillprovidea content valid report to validate all selection devices utilized.Post examination administration, Sawgrass willprovidea comprehensive reliability estimates,item-analysis reports,sub-groups differences to further support the validity of the process. 18 As needed,Sawgrasswillprovide defense to all selectiondevicesand decisions made on behalf of the SMPD. Sawgrassadherestothestateof Florida Retention Records lawsfor all employment selectionresults.Consequently,Sawgrass will maintainall physicalcopiesfor the full lengthof the retention schedule. VIILDelivery of Results Final scoringwillbecalculatedbySawgrassGroup,Inc.andreportedinaMS Excel format.Calculationsand reports willbe made according to agreed upon standards andprescribed weights.< Supporting reports will be based on standards outlined in the Uniform Guidelines for Employee Selection (UGESP).Examplesincludejobanalysis procedures, content validity procedures,adverse impact reports,andscoring procedures utilized. -END OF PROPOSAL- 19 Attachment A: Project Team Resumes Brent D.Ransom,SPHR,SHRM-SCP brent@thesawgrassgroup.com |2814 SW 92nd Drive Gainesville,FL 32608 386-288-5020! QUALIFICATION HIGHLIGHTS Consulting Experience in Public Safety -16 +years experience working in public safety testing and training environments HRExperience -5 XA +years working in academic and government human resource departments Assistant Director/ManagerExperience -3+years experience servingattheAssistant Director / ManagerlevelinHigherEducationHumanResourcesenvironment Supervisory Experience -8+yearssupervisoryexperience Soft Skills -Proven excellent writtenandoralcommunicationskillstoincludeforging strong interpersonal relationshipsandpublicspeaking Project Management-16 +yearsexperience managing long-term projectstoincludeestablishingtime tables,identifying necessary resources,anddrivingtheprojectto completion, EDUCATION Ed.S.,Higher Education Administration,Fall2007 University of Florida,Gainesville,FL M.S.,IndustrialandOrganizational Psychology,May2000 RadfordUniversity,Radford,VA B.A.,Psychology,May 1995 Hampton University,Hampton,VA CERTIFICATIONS Senior Human Resource Professional (SPHR),Certified by Human Resource Certification Institute SHRM -Senior Certified Professional -SCP KEY CHANGE MANAGEMENT ACCOMPLISHMENTS UNLVOnlineSearchCommittee Management Process-Partnered withthe Office ofthe Provost to develop an online system for processing transactional requests using Qualtrics survey software (i.e.posting vacancy announcement,creating login access to applicant tracking system for search committees,EEO analysis requests,new hire processing,and requests to close a search). UF (University of Florida)PeopleSoft to PeopleAdmin Transition -Transitioned 1,000+faculty from utilizing Peoplesoft system to PeopleAdmin for Recruitment and Hiring of Faculty at the University of Florida.Scheduled communication strategies,established training programs,and ensured competency in usage of thesystem. ACTIVITIES /MEMBERSHIPS /COMMITTEES / Assistant Scout Master,Boy Scouts of America,Las Vegas Troop 912,2011 to present Society for Human Resource Management,2014 to present American Psychological Association,2004 to present Society for Industrial and Organizational Psychology,2004 to present DiversityCommitteeMember,Gainesville Regional Utilities,2008 -2010 Leadership Development Program,University of Florida Academy,2007 -2008 Leadership Development Program,Lead IFAS,University of Florida,Institute of Food and Agricultural Sciences-2007-2008 Superior Accomplishment AwardsCommittee,University of Florida,2007to present National Conference Planning Committee,CSREES,Cooperative State Research and Extension Education Service,2007-2010 UnitedWayCampaignCoordinator,University of Florida,2006 to2008 Captain &MostValuable Player,Hampton University GolfTeam,1991 to 1995 WORK EXPERIENCE Sawgrass Group,Inc.,Gainesville,FL President and CEO /HR Consultant,October 2006topresent •Providevision,directionandaccountabilityforallservicesandproducts •EnsuretheSawgrass Group processfor delivering a product orservicetoclientsisprofitableand inlinewithrevenuegoalsforthecompany •Develop,administer,andinterpret results from job knowledge exams,assessment centersand promotionalexamsforclients •Adviseclientsregardingemploymentlawissues(adverseimpactfor candidates,contentand criterion validation through jobtask analysis and promotional exam eligibility lists) •Conduct organizational analyses for clients to identify causes forhigh turnover,poor performance, andlow job satisfaction •Develop and implement training programs to improve leadership,job knowledge,and supervisory skills •Develop and implement targeted recruitment programs for organizations to improve applicant pool qualificationsanddiversity •Conduct staffing analysis studies and provided recommendations for re-organization to improve efficiency of workforce University of Nevada,LasVegas (UNLV),LasVegas,NV January 2014 to May 2015 HRManager,EmploymentServices •Responsible for managing the entire recruitment cycle from requisition approval to on-boarding forFaculty,ProfessionalandState Classified positions 0170Professional Recruitments yearly O 90FacultyRecruitmentsyearly O 112 ClassifiedRecruitmentsyearly •Conduct EEO analysis for all professional and faculty recruitments priorto approval to interview ormakehiringrecommendations •Manage applicant tracking system to ensure effective and efficient experience for applicants and search committees •Supervise daily the Employment Services Coordinator,Personnel Technician 111 and student workers •Provide daily guidance and trainingfor search committees onbest practices •Assist with the development ofAA/EEO plan through analysis of applicant new hires and applicantdatapools Coordinator,Employment Services (January 2014 to March 2014 -Promoted to Manager,Employment ServicesinMarch 2014) •SuperviseddailythePersonnelTechnicianIII •Responsible for processing all state classified searches and assisting with Professional and Faculty Searches CollegeofSouthernNevada(CSN),LasVegas,NV September 2013to December 2013 HR PersonnelAnalystII (Temporary Contract) •Responsible for posting vacancy announcements for faculty and professional positions •Servedasbackupforposting classified positions and processing •Coordinatedandscheduledinterviewprocessesforsearchcommittees •Trainedsearch committees on recruitment process to include bestpracticesfor recruitment and hiring •Conducted job classification studies for classified positions (i.e.Administrative Assistants and FoodService Workers) Gainesville RegionalUtilities/City of Gainesville Human Resource and Organizational Development Department Gainesville,FL,May 2008 to October 2010 HROrganizational Development Specialist •Leadjobtask analysis studiesto develop entry-level selection systemsfor positions within Gainesville Regional Utilities(e.g.Instrument and Controls Technicians,Line Workers,Power Plant Operators,MeterReaders,FieldService Technicians,Water/Wastewater) •Directed validation studiesfor entry-level selection plans according to national standards (i.e., Uniform Guidelines on Employee Selection,American Psychological Association,Society for IndustrialandOrganizationalPsychology,andSHRM) •Analyzeddataforadverseimpact of selectionortrainingprograms •Lead numerous organizational improvement programs andstudiesto increase efficiency University of Florida,Office of Human Resources,Institute of Food and Agricultural Sciences (IFAS),Gainesville,FL,February 2006toMay2008 HR AssistantDirector,FacultyRecruitmentandHiring(1,000+faculty) •Conducted jobanalysesasnecessaryforcurrentfacultypositions •Improved screeningandhiring processes forIFAS Extension andStateSpecialistfaculty based on currentemploymentlawregulations •EnsuredcompliancewithUSDA regulations fordiversity,recruitment,andhiringpracticesin IFASExtensionandStateFaculty;PrepareddepartmentsforaffirmativeactionauditsbyUSDA •Directedandmanagedtheuseofonlineapplicanttrackingsystem "PeopleAdmin'*GatorJobsfor all IFAS faculty positions;Chosenas university widepilotsitefor implementing faculty searches •Certified all IFASfacultymemberstoserveonsearchandscreening committees utilizingtheon linesearchandscreeningtutorial,faculty recruitmenttoolkit,andfaculty recruitment PowerPoint presentation.Servedasex-officiomemberonallsearchandscreeningcommittees •Responsible for developing a comprehensive recruitment programtoattractandretainhighly qualified anddiversefaculty(i.e.attending career fairs/conferences,building relationships with other universities,tracking diversity efforts,advertisement successrates,and succession planning) •Supervised the administrative assistant regarding the processing of applications for extension facultyandadvertisementofstatespecialistfacultypositions •Trained IFAS faculty onbest practices for advertising,search&screening,interviewing,and generalrecruitmentpractices •Served as a resource for procedures on hiring "foreign national"applicants for faculty CriminalJusticeSelectionCenter,SantaFeCommunity College,Gainesville,FL Senior TestingCenter Specialist,May2000 -February 2006 •Supervised theselection specialist assistant toensurealltasksare completed according to applicabletestingstandards •Project director for developing assessment centers/promotional exams with numerous Public Safety Agencies (Gainesville Police Department,Alachua County Sheriffs Office,Lee County Sheriffs Office,Flagler Beach Police Department,Ocala Police Department,Cape Coral Police Department) •Advised public safety clients regarding employment law issues (adverse impact for candidates, content validation through job task analysis,promotional exam eligibility lists) •Responsible for developing and implementing selection processes for professional and career servicepositions within theCriminalJusticeSelectionCenter •Reviewed entry-level process for police and correction recruits at the academy for compliance withlegal mandates Officeof Social Equity,Radford University,Radford,VA Affirmative Action Consultant,September 1999 -May 2000 •Project leader for the development and implementation of Radford University's Affirmative Action Plan •Trained personnel and social equity staffon affirmative action basics and how touse Berkshire's affirmative actionsoftware. CareerServices Center,Radford University,Radford,VA Student Career Advisor,August 1998 -May2000 •Organized and facilitated on-campus recruitment for employers •Conducted seminars on resume writing,interview techniques,and job search skills •Responsible for planning of on-campus career fairs as well as scheduling and logistics for off-campus career fairs •Counseled and advised students on resumes,career direction,job searches,and graduate school applicationprocess •Provided instruction on Internet resumes using Jobtrak system Berkshire &Associates,Inc.,Columbia,MD Human Resources Assistant,Summer 1999 •Assistedwithaffirmative action plan preparation for clients •Researchedcurrentpoliciesfor ADA,VEVRA,and Affirmative Action •Developedandimplementeda structured interview for theHR Consultant and Administrative Assistant position •Conducted ajob analysis for 20 positions within Berkshire •Assistedwithtwo salary equity analyses of clients RESUME BruceHenry,Ph.D.,IPMA-SCP 5200 NW 43rd St.Suite 102-278,Gainesville,FL 32606 (317)919-5654-bruce@thesawgrassgroup.com QUALIFICATION:Ihaveaproven record of accomplishmentin researching,designing,developing,and implementing modernandprogressivetalentacquisition programs;and,operatingasavisionary with regard to strategicand thought leadershipintheareas of inclusionand diversity management withrespecttohuman capitaltestingandassessment,selection,acquisitionandonboarding,retention,forecasting,andsuccession planning. EXPERIENCE: 2015-Present EXPERIENCE: 2014-Present EXPERIENCE: 2008-2014 EXPERIENCE: 2001 -2008 EXPERIENCE: 1987-2001 EDUCATION: 2011-2015 Director of StrategicTalent Acquisition andManagement Sawgrass Consulting Group,Inc. 5200 NW 43rd St.,Suite 102-278,Gainesville,FL 32606 Human Resource Manager City of IndianapolisMetropolitanPoliceDepartment 200 E.WashingtonSt.,Suite 1541,Indianapolis,IN46204 Directorand Deputy Director of HumanResource City of IndianapolisandMarionCounty 200 E.Washington St.,Suite 1541,Indianapolis,IN46204 HumanResource Manager and Chiefs ExecutiveOfficer IndianapolisPoliceDepartment 50N.AlabamaSt.,Indianapolis,IN46204 Police Detective and Patrol Officer IndianapolisPoliceDepartment 50N.AlabamaSt.,Indianapolis,IN.46204 Ph.D.Psychology Research and Evaluation WaldenUniversity,Minneapolis,MN.55415 EDUCATION:M.S.,IndustrialandOrganizational Psychology 2007-2009Walden University,Minneapolis,MN.55415 EDUCATION: 2001-2005 COMPUTER: SKILLS MEMBERSHIPS: REFERENCES: Resume:Bruce Henry- B.S.,Business Management Indiana Wesleyan University,Marion,IN.46956 Microsoft Office SuiteProducts,SPSSPredictive Analytic Software, AMOS,NVIVO,OracleHuman Capital Management (HCM) International PersonnelManagementAssociation (IPMA-HR) Society of Industrialand Organizational Psychologist (SlOP) International Association of Chiefs of Police (IACP) National Organization of Black Law Enforcement Executives (NOBLE) Available Upon Request •Sawgrass Consulting Group,Inc. Jason E.Smith 3709SanPabloRd.S.#1303.Jacksonville,FL32224 •(904)607-4734 Jsn25j@yahoo.com PROFESSIONAL EXPERIECE Sawgrass Group,Inc.,Gainesville.FL 01/2016-Present Consultant •Conductjobtaskanalysisstudiesforclientstoprovidea legal foundationfor written examination and assessment center development. •Coordinate the development of written examinations basedon the identifiedkey knowledgeareas of the jobtaskanalysis. •Develop assessment centerexercisesbasedon the Identifiedkey skill andabilityareas of the job task analysis. •Assist with the test administration of the written examination toincludeplanning and coordinationwith manager,reviewingcandidatechallenges,scoring,andreporting of scores. •Assistwiththe test administrationofthe assessmentcenter toincludeplanningand coordination,trainingassessors,reviewingcandidatechallenges,scoring,andreportingof scores. • City of Jacksonville.Jacksonville.FL 05/2014-Present Assessment Specialist •Intetpretandapply provisions of collective bargaining agreements,Civil Services and Personnel Rules and Regulations,and applicable employment laws and policies •Develop employee selection procedures for executive,professional,labor,and public safety jobs including minimum qualifications,structured interviews,work samples,role-play exercises,in- baskets,and written teststoaidin recruitment,selection,placement,and promotion •Analyzejobrequirementstoestablishcriteriaforselection,evaluation,trainingandother personnel functions •Managesresumeandapplicanttracking systems (ATS,NEOGOV,Oracle,etc.) •Facilitates meetings with Subject Matter Experts business professionals and supervisors regarding development of appropriateselection instruments •Collaborate with leadership to provide knowledge-based expertise and innovative strategies and ideasto support and nurture a culture of high performance and high potential diverse talent •Conducts job analysis activities including background research,site observations,interviews, SME focus group sessions,survey and questionnaire administration,grouping jobs into job families,working with SMEs to establish job relevancy,documenting job analysis results,and makingappropriateassessmentdecisions •Evaluatethepsychometricproperties of selection tests •Conducts statistical analyses to ensure individual items within specific assessments are displaying appropriate psychometric properties •Assignandreviewwork of others •Conductsanalysestomonitorgroupdifferencestoensurelegalcomplianceof assessments Develops job analysis,assessment development,and validation study technical reports by preparingdocumentationdescribingthevalidity evidence gatheredfor assessment tools Ruleover protest of examitem(s) Defend best practices beforetheCivil Service Board at scheduled hearings and grievances Attend City,State,or Federal court cases involving testing andtheCityof Jacksonville Work closely with Jacksonville Fire Department and the Jacksonville Sherriffs Office asProject Managerforassessmentcenter development,administration,scoring,and conducting analysisfor trends Revolution Technologies.Melbourne.FL 10/2013-05/2014 Technical Recruiter Responsibleforaccountfulfillmentandaccount penetration foradesignatedterritory,market, skill vertical or set of accounts Responsibleforthe sourcing andrecruitingneeds of theDivision/Market'scustomerstomeetthe objectivesoutlinedintheirbusinessplansandstrategies. Excellentverbalcommunicationskillstoadvisetheprospectivejobapplicantonthebenefits of workingforthe client Strongwritten communication skillssincethereisextensive candidate andclient communication viaemailaswellasreformattingresumes Strongproblemsolvingabilitieswhichhelptomatchcandidateswithopenpositionsandassistin careerandlifecoaching PCliterateinMSOfficeandInternetproficientsincetherecruiterisaccessingvariousjobsites Highlycustomerfocusedwithexcellentlisteningskills Engagedin market researchtodeterminewagesaveragesforskillsets Usedextensivesellingknowledgetobrokerdealsbetweenconsultantsandclients Givecareeradvicetopotential employees Givecoachingonbestmethodsforresumepresentationandinterviewing,bothonthephone interviewing andfacetoface Conductedboth face-to-face andphonepre-screeninginterviewstoidentifythebest potential candidates Usedamultimediaapproachtomanagejoblistingsandattractpotentialcandidates Usedemploymenttrackingsoftwaretomanageapplicantsandnewhires Performed on-boardingfornew consultants usingHCMPlatformssuchasBullhornand Sendouts Stayuptodateonbestpracticesfor HR Sirota Consulting LLC.Melbourne.FL 05/2013-Present Consultant •Responsibilities consist of cleaning,categorizing,and coding data from employee surveys •Maintainfullconfidentiality •Workedunderfullautonomy •Clients included Cars.com,Mayo Clinic,Countywide Lending,Webster,and NACSO The Center for Organizational Effectiveness.Melbourne.FL 08/2011-05/2013 Personnel Management Consultant ♦Project manager on Competency-Based 360 Degree Feedback Program for the Defense Equal Opportunity Management Institute (DEOMI)for selection and assessment purposes ClientRelationshipDevelopment Psychometrics BasedTest Development used for selection,motivation,engagement surveys, performance appraisals,etc. LedSME focus groups based on Critical Instance Technique Conducted SME Interviews Psychometric Testand Item Creation,as well as validation for legal defensibility purposes Developed and Administered Training Programs Led construct development team of nine Industrial and Organizational Psychologists Led training teamsin developing and implementing training presentation Collect,analyze,clean,andinterpretdataforClevelexecs Employee Engagement Projects Stayuptodateon employee law Writing and interpreting technical reports Made recommendations based on analytics for alleviating HR issues,suchas engagement, motivation,selection,recruiting etc. Usedgroupandindividual PowerPoint presentations extensively for presentation of findings, training,and resolution advice Collaborated inthe development of technical manuals to enhance the marketability ofend productandtheinterpretationofdeliverables Createdanddelivered executive-level presentation regarding ratee evaluation,recommendations, andfuturesystem usage Department of Human Resources.Florida Institute of Technology.Melbourne.FL 06/2012-01/2013 HR Generalist/Intern Performed Organization wideJob Analysis Analyzed JobAnalysisdatato finalize job descriptions Constructed BehaviorallyAnchored Rating ScaleforJob Analysis Developed satisfaction questionnaire for rating of ob-boarding process Conductedanddevelopeduniversitywideskillsgaptrainingneedsanalysis Managedjobpostings,includingcreatingandarchiving Managed I-9's and W-2fs ofnew employees and international students Preparednewhire packets andcoordinatedinterviews of newhires Directedphonecallsandcustomerstoaccuratepersonnel,eitherwithinofficeorotherareas of theUniversity Reviewedandmonitor incoming resumes,advanced tonextphase of hiringorremoved from applicantpool Prepared on-boarding packetsandpresentationfornewhires Preparedemployee exit packets,coordinated,andhostedexitinterviews •Maintain fullconfidentiality of employeesandtheUniversity •Servedasthemainpoint of contact,scheduling of meetings,addressing needsof clients,creating floor plans,and coordinating times for arrival and dispersal ofclients and guests for large scale publicandprivateevents J.P.Morgan &ChaseCo..Jacksonville,FL 10/2010-08/2011 Jr.Funder/RESPA TILA Analyst •Responsibleforadministeringfirststepinthedataentry and policyadherenceprocess •Assure correspondent and Chase mortgage loans meetRESPA,TILA,and Chase guidelines •Review loan documents to ensure all conditions are met •Enter loan informationintotheCLMsystem;ensure data iscorrectand ready tobefundedina timely manner •Maintainqualityandquantitystandardsinaproductionenvironment Knowledge,Skills and Abilities: •Knowledge of assessment/personnel selectionmethodology. •Knowledge ofthe Uniform GuidelinesonEmployeeSelectionProcedures •Knowledge of psychometricstatisticalanalysis. •Knowledge of CivilServicesand Personnel Rulesand Regulations,Federal Uniform Guidelines on EmployeeSelection procedures,andother applicable laws,ordinances,and professional guidelines. •Knowledge of andabilitytoapplycomputer application programs related toexaminingsuchasMicrosoft Excel,itembank/itemanalysisandothertest related programs. •SkillinusingSPSS(Statistical Package fortheSocialSciences)toanalyzetestdata. •Skillin researching,analyzing,interpreting and applying laws,rules,regulations,policies procedures and guidelines governing humanresourcesactivities. •Skillin performing mathematical calculations andapplyingquantitativeand statistical analysis techniques. •Skillin applying job evaluation andjob analysis techniques,methodologies,and practices. •Skill in examination development,validation,and administration techniques,methodologies and practices. •Abilityto resolve conflicting needs,demands and disagreements anddevelopeffective solutions andwork plans that promote mutually beneficial outcomes andmeet organizational objectives, •Abilitytoestablishand maintain effectiveworking relationships. •Abilityto read,understand,interpret,analyze,apply and implement provisions of collective bargaining agreements,Civil Service and Personnel Rules and Regulations,and employment laws and regulations. COMPETENCIES EmploymentLaw,EEOCandTitleVII JobAnalysis Test Development Test Validation TrainingDevelopment ProjectManagement Microsoft Suite (Word,Excel,PowerPoint,etc.) SPSS Excel Outlook Excellent Communicator-Written and Spoken Presentations Interviewing ExcellentProblemSolvingSkills Experienced in Leading Team Projects TechnicalWriting ProposalDevelopment Research CodingandCleaningdata Scale development PROFESSIONAL AFFILIATIONS Society for Human Resource Management,Member Society for Industrial/Organizational Psychology,Metnber EDUCATION FloridaInstituteof Technology,Melbourne,FL,2013 M.S.Industrial and Organizational Psychology University of NorthFlorida,Jacksonville,FL,2010 B.S.Psychology Attachment B: Sample Selection Plan X % x <%, 4& Written Exam Oral Board "Structured Intemeytf' Role Play Video Written Gounseling /Dfsdplihary Action Departmental knowledge //;a^ application Oraanization IMPD Sergeant Selection Plan Presentedby Sawgrass Group,Inc. ::©ijat v/t):;':#:V^N* Supervision IJecision Making Comm Weights; Decision Making "Top-Down" IMPD Sergeant Selection Plan Departmental Iqtowledge and Planning and Oral Written application Organization Supervision Decision^Makihp G&mmuriic^Gomposite Score Final calculation is evenly weighted across Pass /Fail 1 1 1 1 1 all dimensions Rank-Ordered Listis provided to Chief of IMPD;It is recommended to select candidates from highest to lowest based on a composite Minimal score for all Competency No Hurdle No Hurdle No Hurdle No Hurdle No Hurdle dimensions Presented by Sawgrass Group,Inc. Official Forms and Documents: 1.LumpSum Quote 2.Non -Collusion Affidavit 3.Public Entity Crimes and Conflicts of Interest 4.Drug Free Workplace 5.Acknowledgment of Conformance with OSHA Standards 6.Federal and State VendorListing 7.Related Parly Transaction Verification Form 8.Presentation Team Declaration/Affidavit of Representation 9.Signed Contract Document hTMi: CITY OF SOUTH MIAMI INVITATION TO QUOTE ITQ#PD2016-USouth'1 Miami it a a iv or i'uasani iivisi: SUBMITTEDTO:City Clerk I.UMPSUMPROPOSAL PROJECT:Sergeants Exam Administrator NAME:Maria Menendez,CMC 6130 Sunset Drive Miami,Florida 33134 305-663-6339 •-QUOTE MEETING:NONE SCHEDULED ADDRESS:6130 Sunet Drive ADDRESS:CITY/STATE:*South Miami,Fl 33143 CITY/STATE:ISSUE DATE:May 11,2016 at10 AM PHONE:E-MAIL:skulickOsouthmiamlfl.eov. MANDATORY PRE DUE DATE:June 1,2016 at 10 AM QUOTE SUBMISSION REQUIREMENTS:(REFER TO SECTION 1"QUOTE SUBMISSION REQUIREMENTS") Quotes submitted after10AMon the due datewill not be accepted unless otherwise specifiedin the quote document ofatimechange.Allquoteswillbe submitted totheCityClerksOfficeinasealedenvelope.Thelabelontheonthe envelope must read as follows: City of South Miami Maria M.Menendez,CMC 6130 Sunset Drive South Miami,Fl.33143 PROJECT NAME:"Sergeants Exam Administrator" Mustinputproject name,iflabeldoes not haveallinformationaboveyourquotewillnotbe accepted. INSURANCE REQUIREMENTS: The CITY'S insurancerequirementsareattached(Exhibit1).Asaconditionofaward,theawardedvendormustprovidea certificate of insurancenaming the cityas additional insured. AFFIDAVITS REQUIRED WITH SUBMITTAL:(Exhibit 2) Respondents must complete and submit with your quote affidavitsprovidedinExhibit2. QUESTIONS: AnyRequestsforadditionalinformationor questions must beinwriting,emailed by10AMlocal time on «XXX,201S»to the attention of Mr.Steven Kullck,PurchasingManagerat skulick@southmiamifl.gov. SCOPE Of SERVICES DESCRIPTION (REFER TO SECTION ffl: REFER TO "SCOPE OF SERVICES"COPY ATTACHED DESCRIPTION OF WORK TOBE PERFORMED BY CONSULTANT: Item Number Item Description YEAR1 YEAR 2 TOTAL Refer to "Scone of Services.Section II"StXCOk Jto.ft30.OD W,000.00 1 / :•"<.-•':'••;.>v-:-'VZ v I'^V-U•V,;•',,..":.>,:';••'...•'^P^s^-^':••'•'"••>••:.••'"'••••"":^> Consultant shall furnish all materials and equipment necessary to secure completion ofthe work.Consultant shall be compensated accordingto the quote submitted.Consultant Is responsibletosecureallpermits,If any,andshouldbe reflected In theLumpSum quote.Consultantmay choose to submit a quote oncompany letterhead but must beattachedtothisform. Deadlineto submit is:June 1,2016 at10AM. faiM/ttPrint/Type Name: Signature: E-mail: Firm Name: Address:SIMM*^Wfr/afr,f#./OZ-X7S Phone: Date: Fax: F.E.I.N.No.:_6?6,S9„ City:&ciAqiO//(£State:jcj£ XM~XM~&Z5 spijt* JJ2L THEEXECUTIONOFTHIS FORMCONSTITUTESTHEUNEQUIVOCALOFfEROFPROPOSERTOBEBOUNDBYTHETERMSOF ITS PROPOSAL FAILURETOSIGN THIS SOUCITATIONWHEREINDICATEDABOVEBYAN AUTHORIZED REPRESENTATIVE SHALL RENDER THE PROPOSAL NON-RESPONSIVE.THECITYMAY,HOWEVER,IN ITSSOLEDISCRETION,ACCEPT ANY PROPOSAL THAT INCLUDES AN EXECUTED DOCUMENT WHICH UNEQUIVOCALLY BINDSTHEPROPOSERTOTHETERMSOF ITS OFFER.THECITY'SREQUESTFORQUOTESIS FORTHELOWESTANDMOSTRESPONSIVE PRICE.THECITYRESERVESTHERIGHTTO AWARD THE PROJECTTOTHEFIRMCONSIDEREDTHEBESTTOSERVETHECITY'SINTEREST. RESPONDENTACCEPTSALLOFTHETERMSANDCONDITIONSOFTHESOLICITATIONANDQUOTESUBMISSIONREQUIREMENTS.THISPROPOSALWILLREMAIN SUBJEa TO ACCEPTANCE FOR 180 CALENDARDAYS AFTERTHEPROPOSALOPENING.THERESPONDENT,BYSIGNINGANDSUBMITTINGTHISPROPOSALAGREESTOALLTHETERMSANDCONDITIONSOFTHEFORMCONTRACTTHATISAPARTOFTHE SOLICITATION PACKAGE WITH APPROPIATE CHANGES TOCONFORM TOTHE INFORMATION CONTAINED INTHIS INVITATION TOQUOTE.__ NON COLLUSION AFFIDAVIT STATEOF FLORIDA ) ) COUNTYOF MIAMI-DADE ) .beingfirstdulysworn,deposes andstatesthat: (I)He/She/They is/are the Ql>V /!+* (Owner,Partner,Officer,Representative or Agent)of —//^7T il)c^Ojk ^/(__the Respondent that has submitted the attached Proposal; (2)He/She/They is/are fully informed concerning the preparation and contents ofthe attached Proposal andof all pertinent circumstances concerning such Proposal; (3)Such Proposal is genuine and isnota collusive or sham Proposal; (4)Neither the said Respondent noranyofits officers,partners,owners,agents,representatives, employeesor parties in interest,including this affiant,have in any way colluded,conspired,connived or agreed,directly or indirectly,withanyother Respondent,firm,orpersontosubmitacollusiveor sham Proposal in connection withthe Work for which the attached Proposal hasbeen submitted;or to refrain from Bidding or proposing in connection with such Work;or have in any manner,directly or indirectly,sought by agreement or collusion,or communication,or conference with any Respondent,firm,or person to fix any overhead,profit,orcost elements ofthe Proposal orof any otherRespondent,orto fix any overhead,profit,orcostelementsofthe Proposal Price orthe Proposal Price ofanyother Respondent,ortosecurethroughany collusion,conspiracy,connivance, or unlawful agreement any advantage against (Recipient),or any person interested inthe proposed Work; (5)The price or prices quotedinthe attached Proposal are fair and proper and arenot tainted by any collusion,conspiracy,connivance,or unlawful agreement onthepartofthe Respondent oranyother ofits agents,representatives,owners,employeesor parties of interest,including this affiant. Signed,sealed anddeliveredinthepresenceof; 2 By: Witness Signature /itnesi UTunlt,/v.ir^Kl .,„Print Name and TitleWitnessK^r,^.£sfeloe+IVt- ACKN< STATEOFFLORIDA ) COUNTY OF m^BA&B ) inn iName anu i it Date On this the \3 jcj'day of //Jtk\S ,20 //^,before me,the undersigned Notary Public ofthe State of Florida,personally appeared (Name(4 ofindividual(s)who appeared before notary)(&/*>.}/-//^sKoyyi and whose name(s)is/are Subscribed to the withininstrument,andhe/she/theyacknowledgethathe/she/theyexecutedit. Thomas F.Pepe 02-23-15 14 WITNESS myhandand official seal. NOTARY PUBLIC: SEAL OF OFFICE: ^badk^fctfAtai a ^m>a ^Wjfc,RYANFERTEL /y^vty^Notary Pub,lc *Slat8 ol F,or!daf»(»f^r *)•=My Comm.Expires Oct 8,2018X$Z2£i*Commission #FF167033 XiSft^BondedthroughNationalNotaryAssn. Thomas F.Pepe 02-23*15 15 vjol^ry Pufiiic,State of Florida /<?n am?(Name of NotaryPublic Print,Stamportypeascommissioned.) Personally known to me,or S Personal identification: p/r>./ Type of identification Produced Did take an oath,or Did Not take an oath. PUBLIC ENTITY CRIMES AND CONFLICTS OF INTEREST Pursuant tothe provisions of Paragraph (2)(a)of Section 287.133,Florida State Statutes -"A person or affiliate who has been placed onthe convicted vendor list following a conviction for a public entity crime may not submit a Proposal orbidona Contract to provide any goods or services toa public entity,may not submit a Bid or proposal for a Contract with a public entity for the construction of repair ofa public building or public work,may not submit bids or proposals on leases or real property toa public entity,may notbe awarded to perform Work as a RESPONDENT,Sub-contractor,supplier,Sub-consultant,or Consultant under a Contract with any public entity,and maynot transact business withany public entityinexcessofthe threshold amount Category Twoof Section 287.017,Florida Statutes,for thirty six (36)months from the date of being placed onthe convicted vendor list". The award of any contract hereunder is subject tothe provisions of Chapter 112,Florida State Statutes. Respondents must disclose withtheir Proposals,the name of any officer,director,partner,associate oragentwho is also an officer or employee oftheCityof South Miami orits agencies. SWORN STATEMENT PURSUANT TO SECTION 287.133 (3)(a), FLORIDA STATUTES.ON PUBLIC ENTITY CRIMES THISFORMMUSTBESIGNED AND SWORN TO INTHE PRESENCE OFA NOTARY PUBLIC OR OTHER OFFICIAL AUTHORIZED TO ADMINISTER OATHS. I.This sworn statement is submitted to rint narrfe ofthe public entity]pv ^[print nameofthe public entity] by lot Y^irr ^qy)^vA\ [print individual's nameandtitle]s-/r~—for <\&LfcfM.t brou/,J-S1L . [printnameofentity submitting sworn statement] whose business address is 5^0-5 ft &V*>#J if:St./&^7f and (if applicable)its Federal Employer Identification Number (FEIN)is OJ6 -5VST $7 (If the entityhasno FEIN,includethe Social SecurityNumberofthe individual signing thisswornstatement: -•) 2.I understand thata "public entitycrime"as defined in Paragraph 287.133 (l)(g),Florida Statutes, meansa violation ofanystateor federal lawbyapersonwithrespecttoand directly related tothe transaction of business withany public entityorwithan agency or political subdivision ofanyotherstate oroftheUnitedStates,including,butnot limited to,any bid,proposal orcontractforgoodsorservices tobeprovidedtoany public entityoran agency or political subdivision ofanyotherstateorofthe UnitedStatesandinvolvingantitrust,fraud,theft,bribery,collusion,racketeering,conspiracy,ormaterial misrepresentation. 3.I understandthat"convicted"or "conviction"as defined in Paragraph 287.133 (I)(b),Florida Statutes,meansa finding of guilt ora conviction ofa public entity crime,withorwithoutan adjudication of guilt,inany federal orstatetrialcourtofrecord relating to charges broughtbyindictmentor informationafter July 1,1989,asaresultofajuryverdict,non-jury trial,orentryofapleaofguiltyor nolo contendere. 4.I understandthatan "affiliate"asdefinedin Paragraph 287.133 (I)(a),Florida Statutes,means: (a)Apredecessororsuccessorofapersonconvictedofa public entitycrime;or (b)Anentityunderthecontrolofany natural personwhois active inthe management oftheentity andwhohasbeenconvictedofa public entitycrime.Theterm "affiliate"includes those officers» directors,executives,partners,shareholders,employees,members,andagentswhoareactivein Thomas F.Pepe 02-23-15 16 themanagementofan affiliate.Theownershipbyonepersonofsharesconstitutingacontrolling interestinanyperson,ora pooling ofequipmentorincomeamongpersonswhen not for fair marketvalueunderanarm's length agreement,shall bea prima facie casethatoneperson controlsanotherperson.Apersonwho knowingly entersintoajointventurewithaperson whohasbeenconvictedofa public entitycrimein Florida during the preceding 36months shall be considered an affiliate. I understand thata"person"as defined In Paragraph 287.133 (I)(e),Florida Statutes,meansany natural personorentity organized underthelawsofanystateoroftheUnitedStateswith the legal powertoenterintoa binding contractandwhichbidsor proposal or applies tobidor proposal on contractsforthe provision ofgoodsorservicesletbya public entity,orwhichotherwisetransactsor applies totransactbusinesswitha public entity.Theterm"person"includes those officers,directors, executives,partners,shareholders,employees,members,andagentswhoareactiveinmanagementofan entity. Basedon information andbelief,the statement which I have marked below is true in relation to the entitysubmittingthissworn statement [Indicate whichstatement applies.] I^X Neither the entity submitting this sworn statement,nor any ofits officers,directors,executives, partners,shareholders,employees,members,or agents whoareactiveinthemanagementoftheentity, norany affiliate of theentityhasbeen charged withandconvictedofa public entitycrimesubsequent to July I.1989. .The entity submittingthis sworn statement,oroneor more of itsofficers,directors,executives, partners,shareholders,employees,members,oragentswhoareactiveinthemanagementoftheentity, oran affiliate oftheentityhasbeenchargedwithandconvictedofapublicentitycrimesubsequent to July I,1989. Theentitysubmittingthisswornstatement,oroneor more ofitsofficers,directors,executives, partners,shareholders,employees,members,oragentswhoareactiveinthemanagementoftheentity, oran affiliate oftheentityhasbeenchargedwithandconvicted of apublicentitycrimesubsequentof July I,1989.However,therehasbeenasubsequentproceedingbeforea Hearing OfficeroftheState of Florida,Division ofAdministrative Hearings andthe Final Order enteredby the Hearing Officer determinedthatitwasnotin the public interesttoplacetheentitysubmittingthissworn statement on theconvicted vendor 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 FORTHAT PUBLIC ENTITY ONLY,ANDTHATTHIS 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 INEXCESSOF THE THRESHOLD AMOUNT PROVIDED IN SECTION 287.017,FLORIDA STATUTES.FORCATEGORY TWO OF ANY CHANGE IN THE INFORMATION CONTAINED IN THIS FORM. Sworntoand subscribed beforemethis vo/S7 dayof Personally known [Signature] ,20./L OR Produced identification xi a/. (Typeof identification) Form PUR 7068 (Rev.06/11/92) Thomas F.Pepe 02-23-15 17 Notary Public -State of £y£ff '^ My commission expires C?cr &\!2Q/fe (Printed,typed or stamped commissioned * nameof notary public) ,m m ++a RYAN FERTEL Notary Public •Stateof Florida !My Comm.Expires Oct 8,2018 ^$4SW Commission #FF 167033 ''f»i%8S**Bonded through National Notary Assn. vf ^>t i *t t i i mm DRUG FREE WORKPLACE Whenever twoor more Bids or Proposals which are equal with respect to price,quality and service are received bythe State orbyany political subdivisions forthe procurement of commodities or contractual services,aBidor Proposal received from a business that certifies that it has implemented a drug-free workplace program shall be given preference in the award process.Established procedures for processing tie Bids or Proposals shall be ;followed if none ofthe tied vendors have a drug-free workplace program.In order to have a drug-free workplace |program,abusiness shall: \ I I)Publish a statement notifying employees that the unlawful manufacture,distribution,dispensing, |possession,or use of acontrolled substance is prohibited in the workplace and specifying the I actions that shall betaken against employeesfor violations of such prohibition. !2)Inform employees about the dangers of drug abuse in the workplace,the business*policy of |maintaining adrug-free workplace,any available drug counseling,rehabilitation,and employee i"assistance programs,and the penalties that may be imposed upon employees for drug abuse }violations. !3)Give each employee engaged in providing the commodities or contractual services thatare under Bid acopyofthestatement specified in Subsection (1). j 4)In the statement specified in Subsection (I),notify the employees,that,asa condition of working ofthe commodities or contractual services that are under Bid,he employee shall abide bythe termsofthestatement and shall notify the employee ofany conviction of,or plea of guilty or rto/o contendere to,any violation of Chapter 893 orof any controlled substance law ofthe United States or any state,for a violation occurring inthe workplace no later than five (5)business days after such conviction. 5)Impose a sanction on,or require the satisfactory participation ina drug abuse assistance or rehabilitation program,if such is available inthe employee's community,byanyemployeewhois so convicted. 6)Make a good faith effortto continue to maintain a drug-free workplace through implementation of this section. Asthe person authorized to sign the.statementl certify that this firm complies fully with the above requirements. RESPONDENT'S Signature: Print Name:UTenh ICCmSd/Y) Date:S/3//ll> Thomas F,Pepe 02-23-15 18 ACKNOWLEDGEMENT OF CONFORMANCE WITH OSHA STANDARDS TO THE CITY OF SOUTH MIAMI We,OfitJC)/^m (j>(Wp,Mt%(Name of CONTRACTOR),hereby acknowledge and agree that as CONTRACTOR fe/r theInvitationQuote project as specified in the solicitation documents have thesole responsibilityforcompliancewithallthe requirements oftheFederalOccupationalSafetyandHealthAct of 1970, andallStateand local safetyandhealth regulations,andagreeto indemnify andholdharmlessthe City of South Miami and_NA_(Consultant)againstanyandall liability,claims,damages,lossesandexpensestheymayincurdue tothefailureof (Sub-contractor's names): tocomplywithsuchact or regulation. CONTRACTOR C /*~TJQijJrsA.s±br&ip.Jnt. BY:orenir JOtnso/v) Name President Title 19 AFFIDAVIT CONCERNING FEDERAL AND STATE VENDOR LISTINGS Theperson,or entity,whois responding tothe City's solicitation,hereinafter referredtoas "Respondent",must certifythattheRespondent'snameDoesNotappearontheStateof Florida,Departmentof Management Services, "CONVICTED,SUSPENDED,DISCRIMINATORY FEDERALEXCLUDEDPARTIESand COMPLAINTS VENDOR LISTINGS". Ifthe Respondent's nameDoesappearononeor all the "Listings"summarized below,Respondents must "Check IfApplies"nexttothe applicable "Listing "The "Listings"canbe accessed throughthe following linktotheFlorida Department ofManagementServiceswebsite: http://www.dms.myfloridaxom/business_operations/state_purchasing/vendorjnformation/convicted_susp endeddiscriminatory complaints,vendorlists DECLARATION UNDER PENALTY OFPERJURY ;flM/A (hereinafter referred toasthe "D< following statements aretrue and correct:<^'/ I represent the Respondent whose name is T^&UMf&sG' B Q DECLARATION UNDER PENALTY OF PERJURY f£f)T Icfl/l^O/VV (hereinafter referred to as the "Declarant")state,under penalty of perjury, that the following statements are true and correct:<T // (1)Irepresent the Respondent whose name is ^dUQO f(\S GwilO ,-/-AC / (2)I have the following relationship with the Respondent Presi/ZM-h (Owner (if Respondent isa sole proprietor),President (ifRespondent isa corporation)Partner (if Respondent isa partnership),General Partner(if Respondent isa Limited Partnership)or Managing Member>(if Respondent isa Limited Liability Company). (3)I have reviewed the Florida Department of Management Services website atthe following URL address: http://www.dms.myflorida.com/business_operations/state__purchasing/vendorJnformation/convicted__suspended_di scriminatory_complaints__yendorJists (4)I have enteredan "x"ora check mark beside each listing/category set forth below ifthe Respondent's name appears inthelist found onthe Florida Department of Management Services website forthat category or listing.If I didnotentera mark beside a listing/category it means that I am attesting tothefactthatthe Respondent's name doesnot appear onthe listing forthat category inthe Florida Department of Management Services website as of the date of this affidavit. Check if Applicable Convicted Vendor List Suspended Vendor List DiscriminatoryVendorList Federal Excluded Parties List VendorComplaintList FURTHER DECLARANT SAYETH NOT*")!) ArtiOM (Printnameof Declaim) By:^>? (Signature of Declarant) ACKNOWLEDGEMENT STATE OF FLORIDA a,I ) COUNTY OF MIAMI-Bftgl^) On this the *5)$h day of /fL*,20 /£,before me,the undersigned authority,personally appeared $<&^/a/^^3o^/who is personally know to me or who provided the following identification fj.D.L and whotookanoathor affirmed thatthat he/she/they executed the foregoingAffidavitas the Declarant. WITNESS my hand and official seal./X~„^^ NotaryJ^ublic,State of Florida NOTARY PUBLIC: SEAL Thomas F.Pepe 02-23-I5 ^-~^^.^TAA^-(rslame ofNotary Public:Print, ^/. *%@S£''',RYAN FERTEL Sftmp ortypeas commissioned.)/*%^J^\Notary Public -State ol Florida fjk ffiS^yf My Comm-Expires Oct 8,2018^%jp$§?Commission #FF 167033 >£.>*Bonded through National Notify Assn. RELATED PARTY TRANSACTION VERIFICATION FORM I Oreft+fiM50/y\.individually and on behalf of JGUj&/)i$&QfCU^Mc ("Firm")have Name ofRepresentative Company/VendorfEntity read the City of South Miami (wCity")'s Code of Ethics, Section 8A-1 oftheCity's Code ofOrdinancesand I herebycertify,underpenaltyofperjurythattothe best of my knowledge,informationandbelief: (1)neither I northe Firm haveany conflict ofinterest(as defined insection 8A-I)with regard tothecontractor businessthat I,and/orthe Firm,am(are)abouttoperform for,ortotransactwith,the City,and (2)neither I noranyemployees,officers,directorsofthe Firm,noranyonewhohasa financial interestgreater than 5%inthe Firm,hasany relative(s),as defined insection8A-I,whoisanemployeeoftheCityorwhois(are) anappointedorelected official oftheCity,orwho is(are)amemberofany public bodycreatedbytheCity Commission,i.e.,aboardor committee oftheCity,[while theethicscodestill applies,ifthepersonexecutingthis formisdoingsoonbehalfofa firm whosestockis publicly traded,thestatementinthissection (2)shall bebased solelyonthesignatory'spersonalknowledgeand he/she is not requiredtomakean independent investigationasto therelationship of employees or those whohavea financial interest inthe Firm.];and (3)neither I northe Firm,noranyonewhohasa financial interest greaterthan5%inthe Firm,norany member of thosepersons'immediate family (i.e.,spouse,parents,children,brothers andsisters)hastransactedor entered intoanycontract(s)withtheCityorhasa financial interest,directorindirect,inanybusinessbeingtransacted with the city,orwithany person oragencyactingforthecity,other thanas follows: _Juse (ifnecessary,useaseparate sheet tosupply additional informationthatwillnot fit onthis line;however,you mustmakereference,on the aboveline,tothe additional sheetand the additional sheetmustbesignedunder oath),[while theethicscodestill applies,ifthepersonexecutingthisformisdoingsoonbehalfofa firm whose stockis publicly traded,the statement inthissection(3)shall bebasedsolelyonthesignatory'spersonal knowledgeandhe/sheis not requiredtomakean independent investigationasto the relationshipof those who havea financial interest inthe Firm.];and (4)noelectedand/orappointed official oremployeeoftheCityofSouth Miami,oranyoftheirimmediate family members (i.e.,spouse,parents,children,brothersandsisters)hasa financial interest,directlyor indirectly,inthe contractbetweenyouand/oryour Firm and theCityotherthanthe following individuals whoseinterestisset forth following theiruseaseparatenames;.. (ifnecessary,useaseparate sheet tosupplyadditionalinformationthatwillnot fit onthis line;however,you must makereference,ontheabove line,tothe additional sheetandthe additional sheetmustbe signed underoath). The names of all Cityemployeesandthatof all elected and/or appointed city officials orboard members,who own,directlyor indirectly,aninterestof five percent (5%)ormoreofthetotalassets of capital stockinthe firm are as follows: (if necessary,useaseparatesheetto supply additional information that will not fit onthis line;however,you must make reference,ontheabove line,tothe additional sheet and the additional sheetmustbe signed under oath), [whiletheethicscode still applies,ifthepersonexecutingthisformisdoingsoonbehalfofa firm whose stock is publicly traded,thestatementinthissection(4)shall be based solelyonthe signatory's personal knowledge and he/sheisnot required tomakeanindependentinvestigation astothe financial interestinthe Firm ofcity employees,appointed officials orthe immediate family membersofelectedand/orappointed official or employee.] (5)I andthe Firm furtheragreenottouseorattempttouseanyknowledge,propertyorresourcewhichmay cometousthroughourpositionoftrust,or through our performance ofourdutiesunderthetermsofthe contractwiththe City,tosecurea special privilege,benefit,or exemption forourselves,orothers.We agreethat wemaynot disclose oruse information,not available tomembersofthe general public,forour personal gain or benefitorforthepersonal gain orbenefitofanyotherpersonorbusinessentity,outsideofthenormal gain or. benefit anticipated throughtheperformanceofthecontract. (6)I and the Firm hereby acknowledge thatwe have not contracted or transacted any business withtheCityor anypersonor agency acting fortheCity,andthatwehavenot appeared inrepresentationofanythirdparty beforeany board,commission or agency oftheCitywithinthepasttwoyearsotherthanas Thomas F.Pepe 02-23-15 21 follows:_(if necessary,usea separate sheet tosupply additional information that will notfitonthis line;however,you must make reference,onthe above line,tothe additional sheet and the additional sheetmustbe signed under oath). X:\PurchasingWendor Registration12.28.12 RELATED PARTYTRANSACTION VERIFICATION FORM [3].docx (7)Neither I nor any employees,officers,or directors ofthe Firm,nor any oftheir immediate family (i.e.,asa spouse,son,daughter,parent,brother or sister)is related by blood or marriage to:(i)any memberoftheCity Commission;(ii)any city employee;or (iii)any member ofany board or agency ofthe City otherthanas follows: (if necessary,useaseparatesheettosupply additional information that will not fit onthis line;however,youmustmake reference,ontheabove line,tothe additional sheet and the,additional sheetmustbe signed under oath),[while the ethics code still applies,iftheperson executing this form is doing soon behalf ofa firm whosestockis publicly traded,the statement inthis section (7) shall be based solely onthe signatory's personal knowledge andhe/sheisnot required tomakeanindependent investigation astothe relationship by blood or marriage of employees,officers,or directors ofthe Firm,orof any oftheir immediate family toany appointed or elected officials ofthe City,ortotheir immediate family members]. (8)NoOther Firm,norany officers ordirectorsofthatOther Firm or anyone who has a financial interestgreater than 5%inthatOther Firm,noranymemberofthose persons*immediate family (i.e.,spouse,parents,children, brothersand sisters)noranyofmy immediate family members (hereinafter referred toas "Related Parties")has responded toa solicitation bytheCityinwhich I orthe Firm that I.representoranyonewho has a financial interestgreater than 5%inthe Firm,oranymemberofthose persons'immediate family (i.e.spouse,parents, children,brothers and sisters)haye alsoresponded,otherthanthe following: —(»f necessary,useaseparate sheet tosupply additional informationthat will notfitonthis line;however,youmust make reference,onthe above line,to the additional sheet and the additional sheetmustbe signed under oath), [while the ethics code still applies,ifthe person executing this form is doing soon behalf of a firm whosestockis publicly traded,thestatementinthissection (8)shall be based solelyonthe signatory's personal knowledge and he/sheisnot required tomakean independent investigation intotheOther Firm,orthe Firm he/she represents,as totheir officers,directors or anyone having a financial interestinthose Firms oranyoftheiranymemberofthose persons'immediate family.] (9)I andthe Firm agree thatweare obligated to supplement this Verification Form and inform theCityofany change in circumstances thatwould change our answers tothis document.Specifically,aftertheopeningofany responsestoa solicitation,I andthe Firm havean obligation tosupplementthis Verification Formwiththenameof all Related Parties whohavealsorespondedtothesamesolicitationandtodisclosethe relationship ofthose parties to meandthe Firm, (10)A violation ofthe City's Ethics Code,the giving of any false information orthe failure to supplement this Verification Form,maysubjectmeorthe Firm to immediate termination ofanyagreementwiththeCity,andthe impositionofthemaximumfineand/orany penalties allowed by law.Additionally,violations maybeconsideredby and subjectto action bythe Miami-Dade County Commission on Ethics.Under penalty of perjury,I declare that I havemadea diligent effortto investigate thematterstowhich1amattestinghereinaboveandthatthestatements made hereinabove are trueaftd correcttothebestofmy knowledge,information and belief. Signature:__^^ Print Name &Title; Date: Thomas F.Pepe 02-23-15 PRESENTATION TEAM DECLARATION/AFFIDVAIT OF REPRESENTATION This affidavitisnot required for compliance withtheCity'sSolicitation;however,itmaybeused to avoid theneed to register members ofyour presentation teamaslobbyists.Pursuantto City Ordinance28-14- 2206 (c)(9),anypersonwhoappearsasa representative foranindividualor firm foranoral presentation beforeaCitycertification,evaluation,selection,technicalrevieworsimilarcommittee,shalllistonan I affidavit provided by the City staff,all individuals who may make a presentation.The affidavit shallbe 1 filed by staff with the Clerk's office at the time the committee's proposal is submitted to the City jj Manager.For the purpose of this subsection only,the listed members of the presentation team,with I theexceptionofanypersonotherwise required toregisterasa lobbyist,shallnotberequiredtopayany i;registration fees.No person shall appear before any committee onbehalfofan anyone unless heorshe j has been listed as part of the firm's presentation team pursuant to this paragraph or unless he or she is i registeredwiththe City Clerk'sofficeasa lobbyist andhaspaidallapplicable lobbyist registrationfees. I Pursuant to '92.525(2),Florida Statutes,the undersigned,\r>rpn4 (ctiOhW ,makes the following t declaration under penalty of perjury: I • !Listed below are all individuals who may make a presentation on behalf of the entity that the affiant }represents.Pleasenote;Nopersonshall appear beforeany committee onbehalfof anyone unless he orshehasbeenlistedas part of the firm's presentation team pursuant tothis paragraph orunlesshe or she is registered with the Clerk'sofficeasalobbyistandhas paid all applicable lobbyist registration fees! NAME TITLE JZnice tten/y Oirerlor For the purpose ofthisAffidavitof Representation only,thelisted members ofthe presentation team, with the exception ofany person otherwise required to register asalobbyist,shallnotbe required to payanyregistrationfees.The Affidavit ofRepresentationshallbefiledwiththe City Clerk's office atthe time the committee's proposal is submitted to the Cityas part of the procurement process. Underpenaltiesofperjury,I declare that I havereadtheforegoing declaration and that thefacts stated init are true andspecifically that the persons listed above are the members of the presentation team of the entity listedbelow Executed this ol daya£l'*Cl\j f20 /£ Print Name and Title Print name cffentity being representedPrintnameefentitybeingrepresented END OF SECTION 27 Thomas F.Pepe 0223-IS EXHIBIT #3 CONTRACT 'Sergeants Exam Administrator" ITQ#PD20I6-II THIS CONTRACT,entered into CITY OFSOUTH MIAMI throughits Manager, the "CITY"where applicable;located,at 6130 Sunset Drive,South Miami,FL.,E-mail: salexander@southmiamifLgov and <Sd VOd MJJ 6ftitifr JttO with an office and principal place of business located at 'S^C/QW^/itJ.Sk^SL''?7S ,and E-mail address of )kh P4fc&i#f/abct/IW&(hereinafter called the "CONTRACTOR"). WITNESSETH: WHEREAS,the CITY isinneedof Sergeants Exam Administrator;and WHEREAS,the CITY desires toretainthe CONTRACTOR to provide therequired goodsand/or services basedonthe CONTRACTOR'S representationsthatitis qualified and capableof providing saidgoodsand/orservices in a professional andtimely manner andin accordancewiththe CITY's goalsandrequirements;and WHEREAS,the CONTRACTOR hasagreedto provide therequiredgoodsand/or services in accordance with the terms and conditions set forth herein. NOW,THEREFORE,in consideration ofthe mutual covenantsandagreements hereincontained,thepartiesagreeas follows: 1)Engagement of Contractor:Based ontherepresentationsofthe CONTRACTORasset out inthe following "checked"documentsthe CITY herebyretainsthe CONTRACTORtoprovide the goods and/or servicessetforthinsaidproposal,quote or response to solicitation,whicheveris applicable,as modified bythe Contract Documents,or as is otherwise set forthin the Contract Documentsdefinedbelow (all ofwhichishereinafter referred to astheWork"). (Checktheboximmediatelyprecedingthe document describedbelowtoindicatethat suchdocumentispartofthiscontract) VContractor's response to the CITYs written solicitation;or VContractor's proposal or quote,or if none, aAsdescribedinparagraph2below. 2)Contract Documents:The Contract Documentsshallincludethis Contract and the following "checked documents",as well as any attachments or exhibits thataremadea partofanyofthe "checked documents". (Checktheboximmediatelyprecedingthe document describedbelowtoindicatethat such document is part ofthis contract) Q^eneral Conditions toContract, fe^Sipplernentary Conditions, fi^Other Documents"referring to in this contract and signed by the parties, this 21—day of //laU 20 /L ,by the ger,both of whom shall b^hereinafter referredtoas 28 V Solicitation documents ("hereinafter referred to as "Bid Documents"including any request for bid,requestforproposal or similar request) V Scope of Services, a/Contractor's response tothe CITY's Bid Documents, V Contractor's proposal or quote, V CITY's Insurance &Indemnification Requirements, er^Bonding of Employees (the term "employee",as used in this contract,shall include volunteers)-$1,000,000 dPaymentBond, •Performance Bond, This Contract and the General Conditionsto Contract,Supplementary Conditions,the Solicitation,ScopeofServicesand "Other Documents",ifanyare"checkeddocuments",shall take precedent overtheresponsetothe CITY's Bid Documents,theproposalor the quote,if any.The"checkeddocuments"areattachedheretoandmadeaparthereofbyreference. 3)Date of Commencement:The CONTRACTOR shall commence the performance of the Work under this Contract on ^ftff/b or a date to be specifiedinaNotice to Proceed,orPurchase Order,(hereinafter referred toas the "Work Commencement Date"),and shall complete the performance hereunder within days or thelengthof time set forthinthe Contract Documents,whicheveris the shorter period oftime.Timeisof the essence. 4)Primary Contacts:ThePrimary Contact Personinchargeofadministeringthis Contract onbehalfofthe CITY istheCity Manager ("Manager"),assistant Manager,or the Manager'sdesignee,whoshallbedesignatedinawritingsignedbythe Manager.ThePrimary Contact Person for the CONTRACTOR and his/her contact information is as follows:Name: irA0Hmwjmy>ymyt>tJVA<\e-mail:ffrwAflJcV*\;Fax:ff55W*HtflP Street Address: SMQ W Hkf Slteef,Suk /fo~F>?folk*far fc lUOi 5)Scope of Services:Thegoodsand/orservices to beprovidedareas set forth in the "checked documents". 6)Compensation:The CONTRACTOR'S compensationfortheperformanceofthis contract (hereinafter referred toasthe Contract Price)shall beoneofthe following,as indicated by a checked box,P^$U>rb60*M ^9 or^as set forth in DCONTRACTOR'S responsetothe CITY's written solicitation,if any,or,ifnone,thenas set out in CONTRACTOR'S proposalorquote,orthe Scope of Services,whicheveris applicable,andas modifiedbythe Contract Documents. 7)Hours of Work:Intheeventthatthis contract requirestheperformanceof services,itispresumed that thecostof performing the Work afterregularworkinghours,and on Sunday and legal holidays is included inthe Contract Price.However,nothing contained herein shall authorizeworkon days and during hours that areotherwiseprohibited by 29 ordinance unless specifically authorized or instructed in writing by the City Manager,the Manager's assistant or designee. 8)Time Provisions:The term ofthis Contract shall commence on the Work Commencement Date and shall continue for one (I)year until it expires on ,or unless earlierterminated according tothe Contract Documents. Notwithstanding the foregoing,this Contract may be extended by an additional one (1)year period if the extension is in writing and signed by the City Manager.An extension oftheterm of this Contract is at the CITY's sole and absolute discretion. 9)Termination:This contract may be terminated without cause bythe CITY with 30 days of advanced written notice.This provision supersedes and takes precedence over any contrary provisions for termination contained in the Contract Documents. 10)ApplicableLawand Venue:Florida law shall apply tothe interpretation and enforcement of this Contract.Venue for all proceedings shall be in Miami-Dade County, Florida. 11)DutiesandResponsibilities:TheContractor shall comply with all applicable laws, ordinances,codes,rules,regulations,and health and safety standards ofany governmental body having jurisdiction over any matterrelatedtothis Agreement orthegoodsand/or Services to be performed hereunder,and shall commit no trespass on any private property in performing any ofthework embraced by this Agreement.Each and every provision and clause required by law tobe inserted in this Agreement shall bedeemed to beinserted herein andtheAgreement shall beread and enforcedas though such provisions and clauses were included herein. 12)Change Orders:Noadditional Work or extras shallbe done unless the sameis duly authorized in writing and in advance oftheworkby appropriate action bytheCity Managerandin accordance withthe Contract Documents. 13)Licenses and Certifications:Contractor shall secure all necessary business and professional licenses atitssoleexpensepriorto executing the Agreement or commencing the Work. 14)Insurance,Indemnification &Bonding:CONTRACTOR shall comply with the insurance,indemnification and bonding requirements set forthinthe Contract Documents. 15)Liquidated Damages:In theeventthattheCONTRACTOR shall fail to complete the Work within the time limit set forth in the Contract Documents,or the extendedtimelimitagreedupon,inaccordancewiththeprocedureasmoreparticularlyset forth in theContract Documents,liquidated damages shall be paid attherateof $N/A dollars per dayuntil the Work is completed. 30 16)Jury Trial Waiver:Thepartieswaivetheirright to jurytrial. 17)Entire Agreement,Modification,and Non-waiver:The Contract Documents constitute the entire agreement of the partiesand supersedes any prior agreements,written or oral.The Contract Documents maynotbemodifiedor amended exceptinwriting,signedby bothparties hereto.The Contract Documents,in general,andthis paragraph,inparticular,shall notbemodified or amendedbyanyactsoromissionsof the parties.Nofailure to exercise and nodelayinexercisinganyright,power or privilege shall operate asawaiver.Nowaiverofthe Contract Documents,in whole or part,including the provisions ofthis paragraph,maybe impliedbyany act or omission. 18)Public Records:CONTRACTOR andallofits subcontractors are required to complywith the public records law(s.119.0701)whileprovidinggoods and/or Serviceson behalf of the CITYand the CONTRACTOR,under such conditions,shall incorporate this paragraph in allofits subcontracts forthisProject.IF THE CONTRACTOR HAS QUESTIONS REGARDING THE APPLICATION OF CHAPTER 119,FLORIDA STATUTES,TO THE CONTRACTOR'S DUTY TO PROVIDE PUBLIC RECORDS RELATING TO THIS CONTRACT,CONTACT THE CUSTODIAN OF PUBLIC RECORDS AT 305-663-6340;E-mail:mmenendez@southmiamifl.gov:6130 Sunset Drive,South Miami,FL .33143. 19)Background Screening.All personneland volunteers that will provideany servicewithvulnerablepersons,asdefinedinSection 435.02,Fla.Stat,involving the City or its Agencyinsuch related activity or who may haveaccessto secure or sensitiveareasoftheCity, mustbeincompliancewith Level II Background Screeningand fingerprinting requirements as per,Florida Statute Ch.435 prior tothescheduled start ofanyemployee or volunteer. CONTRACTORshallpreventanyand all ofitspersonnel,including volunteers,from engaging inanysuchrelatedactivities without having passedabackgroundscreening to the satisfaction of theCity.Aviolationofthis requirement shall constitute asubstantialbreachof the agreement. 20)Drug Free Workplace.The CONTRACTOR shall comply withtheDrugFree Workplacepolicy set forthintheCityofSouth Miami's Personnel Manual whichismadeapart ofthis Contract byreference. 21)Transfer and Assignment.None of the work or services under this contract shall besubcontractedor assigned withoutpriorwrittenconsentfromthe SMCRA which may be denied without cause. 22)Notices.All notices given orrequiredunderthis contract shall bedeemed sufficient ifsentbyamethodthatprovideswritten evidence of delivery,including e-mail and facsimile transmissionanddeliveredtotheCONTRACTOR or hisdesignated contact person. Returnof mail,sent totheaddresscontainedhereinfortheparties or theircontact persons,as 31 not deliverable or for failure to claim the mailshallbe deemed receivedon the date that the mailis returned to sender. IN WITNESS WHEREOF,theparties,have executedthisContract,onor before the date first above written,with full knowledge of its content and significance and intending tobe legally bound b*the terms hereof. Maria Menendez City Clerk Read andApprovedasto Form,Language, Legality andExecutionThereof: By: City Attorney 32 [Individual orentity'sname] By SawjMS %&3/fc [nameofsignatory] CITY OF SOUTH MIAMI By: Steven Alexander CityManager tWTKAkSouth1'Miami Flit CITY Of fliASANI IIVJNC SUBMITTED TO:CityClerk NAME: ADDRESS: CITY/STATE: PHONE: MANDATORY PRE-QUOTE MEETING: Maria Menendez,CMC 6130 Sunset Drive Miami,Florida 33134 305-663-6339 CITY OF SOUTH MIAMI INVITATION TO QUOTE ITQ#PD2016-11 LUMP SUM PROPOSAL NONE SCHEDULED PROJECT:Sergeants Exam Administrator ADDRESS:6130 Sunet Drive CITY/STATE:South Miami,Fl 33143 ISSUE DATE:May 11,2016 at10AM E-MAIL:skulick@southmlamlfl.gov. DUE DATE:June 1,2016 at 10 AM QUOTE SUBMISSION REQUIREMENTS:(REFERTO SECTION I "QUOTE SUBMISSION REQUIREMENTS") Quotes submitted after 10AM onthe due date willnotbe accepted unless otherwise specifiedin the quote document of a time change.All quotes willbe submitted to the CityClerksOfficeina sealed envelope.Thelabelon the on the envelope must read as follows: City of South Miami Maria M.Menendez,CMC 6130 Sunset Drive South Miami,Fl.33143 PROJECTNAME:"Sergeants Exam Administrator" Must input project name.If label does not have all information above your quote will not be accepted. INSURANCE REQUIREMENTS: The CITY'S insurance requirements are attached (Exhibit 1).Asa condition of award,the awarded vendor must provide a certificate of insurance naming the cityas additional insured. AFFIDAVITS REQUIRED WITH SUBMITTAL:(Exhibit 2) Respondents must complete and submit with your quote affidavits provided inExhibit2. QUESTIONS: Any Requests for additional information or questions must bein writing,emailed by 10 AM local time on «XXX,2015»to the attention of Mr.Steven Kullck,Purchasing Manager at skulick@southmiamifl.gov. SCOPE Of SERVICES DESCRIPTION (REFER TO SECTION II): REFERTO"SCOPEOFSERVICES,"COPYATTACHED DESCRIPTION OF WORK TO BE PERFORMED BY CONSULTANT: Item Number Item Description YEAR1 YEAR 2 TOTAL Refer to "Scope of Services.Section II" LUMP SUM TOTAL Consultant shall furnish all materials and equipment necessary to secure completion ofthe work.Consultant shall be compensated according to the quote submitted.Consultant is responsible to secure all permits,ifany,andshouldbe reflected in the LumpSum quote.Consultant may choose to submit a quote on company letterhead butmustbe attached tothis form. Deadlineto submit is:June1,2016at10AM. Print/Type Name: Signature: E-mail: Firm Name: Address: Phone: Date: Fax: F.E.I.N.No.: City:State: THEEXECUTIONOFTHISFORM CONSTITUTES THE UNEQUIVOCAL OFFEROF PROPOSER TOBE BOUND BYTHE TERMS OF ITS PROPOSAL.FAILURETO SIGN THIS SOLICITATION WHERE INDICATED ABOVE BYAN AUTHORIZED REPRESENTATIVE SHALLRENDER THEPROPOSALNON-RESPONSIVE.THECITYMAY,HOWEVER,INITSSOLE DISCRETION,ACCEPTANYPROPOSALTHAT INCLUDES AN EXECUTED DOCUMENTWHICH UNEQUIVOCALLY BINDSTHE PROPOSER TOTHETERMSOF ITS OFFER.THECITY'SREQUESTFORQUOTESISFORTHELOWESTANDMOSTRESPONSIVEPRICE.THECITY RESERVES THERIGHTTOAWARDTHE PROJECTTOTHEFIRM CONSIDERED THEBESTTOSERVETHECITY'SINTEREST. RESPONDENTACCEPTSALLOFTHETERMSANDCONDITIONSOFTHESOLIOTATIONANDQUOTESUBMISSIONREQUIREMENTS.THISPROPOSALWILLREMAINSUBJECTTO ACCEPTANCE FOR180CALENDARDAYS AFTER THE PROPOSAL OPENING.THERESPONDENT,BY SIGNING AND SUBMITTING THIS PROPOSAL,AGREES TOALLTHETERMSAND CONDITIONS OFTHEFORMCONTRACT THATISAPARTOFTHE SOLICITATIONPACKAGEWITHAPPROP1ATECHANGESTOCONFORMTOTHEINFORMATIONCONTAINEOINTHISINVITATIONTOQUOTE. SECTION I QUOTE SUBMISSION REQUIREMENTS Sergeants Exam Administrator ITQ#PD20I6-M TheProposal Package shall consistof one (I)original unbound proposal,and one (I)digital (or comparable medium including Flash Drive,DVD or CD)copy all ofwhich shall be delivered to the Office oftheCityClerklocatedatSouth Miami City Hall,6130 SunsetDrive,South Miami,Florida 33143.The entire Proposal Package shall beenclosed in asealedenvelopeorcontainerand shall havethe following Envelope Information clearly printedorwrittenonthe exterior oftheenvelopeorcontainerin which the sealedproposalisdelivered:"Sergeants Exam Administrator,"ITQ #PDR20l6-xx andthenameoftheRespondent(person or entityrespondingtothe Solicitation.Special envelopes suchasthoseprovidedby UPS or Federal Express will not beopenedunlesstheycontaintherequired Envelope Informationon the frontor backoftheenvelope.SealedProposalsmustbereceivedbyOfficeoftheCityClerk, either bymail or handdelivery,no later than 10 A.M.local time on June I,2016. HanddeliverymustbemadeduringnormalbusinessdaysandhoursoftheofficeofCity Clerk. BACKGROUND: SECTION II SCOPE OF SERVICES Sergeants Exam Administrator ITQ#PD20I6-M TheCityhasaneed to establishan agreement withaqualified provider ofservicesto develop,validate,administer,score,report andreviewtestingprogramsto determine qualifiedapplicantsforpolice sergeant classifications;and/or to provide consultation servicesin order to developand score promotional tests.TheCity currently hasno Agreement for these services.TheCity estimates 30applicantsperyear.The estimates areprovidedfor planning purposes only,andshould not be considered afirm commitment. Consultantshall conduct tests andany other work associatedwiththis project atthe South Miami Police Station,6130 Sunset Drive,South Miami,Fl 33143. TERM OF AGREEMENT: The term of the Agreement withthe selected Provider willbe for aone (I)year term with one (I)yearrenewal option,atthe discretion oftheCity. SCOPE OF WORK: The work specifiedinthis Invitation to Quote (ITQ)consistsof furnishing all labor (including subcontractors),installation,machinery,tools,meansof transportation, supplies,equipment,materials,permits,ifany,disposalofmaterialsandservices necessary to perform the following Work. BASE PROPOSAL:Police sergeant promotional testing occurs everytwo(2)years, per the PoliceBenevolentAssociation (PBA)Collective Bargaining Agreement. I.Conduct a thorough job analysis fortesting: a.Conduct jobanalysis under conditions that assure adequacy and accuracy of the research andresults. b.Gather andanalyzeexisting pertinent dataregarding the classification, including,but not limitedto:lastjob analysis,existingjobspecifications, etc. c.Identify,define,and analyze the tasks and work behaviors,especially theimportant and/or critical •tasks andwork behaviors required for successful performanceconstituting most ofthejob. 2.Construct and administer a written test. a.Ensure thatno person(s),other than those designated bytheChiefof Police,shall have access toany information regarding thetest,test items, testdevelopment materials,test answers or any related materials prior toactual testing. b.Ensure that the test items have not been used and will not be used in wholeorinpartbyanyother past,present,or future clientor any other agencyor individual without expresswrittenagreement between theCity and the Consultant. c.Givetitleofthetestand all itemstotheCitytobeusedbytheCityin anymanner without any additional chargeandpreventusebyany other agencyorindividual. d.Constructthetestofatleast 110 items-the format tobe agreed toby the City. e.Develop test itemsfromthe material selectedbytheCity. f.Reviewandedititemsto insure freedomfrom misspelling or grammatical,typographical,or other errors and freedom of ethnic, gender,orother bias andtoinsurethat all itemsareproperly prepared in accordancewithacceptedtesting criteria,are reliable and valid,are directlyrelatedtoperformanceof the jobandarereasonableand defensible. g.Print and deliver sufficient copiesofeach Written Test, h.Coordinate andadminister Written Test process. i.Score the answer sheets. j.ReturnscoredanswersheetstotheCity. k.Evaluate the test statisticsanditem analysis providedbytheCity,and performandevaluateadverseimpact calculations andanyadditional analysis,asthe firm deems appropriate. I.Developaformtobeusedfor applicant challenges. m.Reviewand respond inwritingtoeachapplicant challenge,including justification of correct response. n.Prepare final scoringkeyand perform final scoring. o.ProvidetheChiefofPolicewitha register of the final resultsofeach participant. p.Validate the entire process. 3.Construct and administer a written behavior assessment center. a.Ensure that noperson(s),other than those designatedbytheChiefof Police,shallhaveaccesstoanyinformationregardingthe behavior assessment exercises,concepts,development materials,response/ performance guidelines or any related materials prior to the actual testing. b.Ensure that the behavior assessment exercises have not been used and will not beusedin whole or in part byany other past,present,or future client or any other agency or individual without express written agreement between the Cityand the Consultant. c.Givetitleofthe test andallitemstotheCity to beusedbytheCityin any manner without anyadditionalchargeand prevent usebyany other agency or individual. d.Construct the behavioral assessment Center -the nature of which to be determined by the job analysis andagreedtoby the City. e.Develop desired performance/responses foreachbehavioral assessment exercise and/or standards/criteria. f.Review and edit written behavior assessment exercise material to insure freedom from misspelling or grammatical,typographical,or other errors and freedom ofethnic,gender,or other biasandtoinsure that all items are properly prepared in accordance with accepted testingcriteria, arereliableand valid,aredirectlyrelatedto performance ofthejoband are reasonable and defensible. g.Validate the behavior assessment center. h.Provide orientation sessionsfor all candidates including guidelines and descriptions ofBehavioral Assessment Center process. i.Printanddeliversufficientcopiesofeachbehaviorassessmentexercise. j.Coordinate and administer the written behavior assessment center. k.Score the answer sheets. I.ReturnscoredanswersheetstotheCity. m.Developaformtobeusedfor applicant challenges. n.Reviewandrespondinwritingto each applicant challenge,including justificationof correct response. o.ProvidetheChiefof Police witharegisterofthe final resultsofeach participant. 4.Administeranoralboard candidate interviewprocess. a.Ensurethatno person(s),other than those designated bytheChiefof Police,shall have access toanyinformation regarding theoralboard interview,questions,development materials,response/performance guidelines orany related materials prior tothe actual testing. b.Ensure that the test items have not been used and will not be used in whole orinpartbyany other past,present,orfutureclientorany other agencyor individual without express written agreement between theCityandtheConsultant. c.Givetitleofthe test and all itemstotheCitytobeusedby the City inany manner without anyadditionalchargeand prevent usebyany other agencyor individual. d.Developoralboardinterviewquestionsandresponse criteria. e.Reviewandeditwrittenoralboardquestionstoinsure freedom from misspelling or grammatical,typographical,or other errorsand freedom ofethnic,gender,or other bias-andtoinsure that all items areproperlypreparedinaccordancewithaccepted testing criteria, arereliableand valid,are directly relatedto performance of the job and are reasonable and defensible. f.Provide orientation sessionsfor all interviewers including guidelines anddescriptionsoftheproperresponsecriteria/scores. g.Printanddeliver sufficient copiesofeachoralinterviewquestion packets to the interviewers. h.Score and validate oral interview question packets. i.Return scored oralinterviewquestion packets totheCity. j.ProvidetheChiefof Police witharegisterofthe final resultsofeach participant. 4.General Services a.Document,preparecomprehensivemonthlyprogressand final reports,andprovidecopiesto the Cityofallmaterials, methodologies,individuals involved,and steps utilizedtoprovide these services aswellasacopyofall data obtained. b.Document that the selection devices are valid and reliable measurement instruments and that acceptable and defensible statistical and other methods were applied. c.Prepare documentation and testimony to appear in court or before anyregulatory authorities or bodiesandprovide testimony asan expert witnessinconjunctionwithany challenges,appeals, suits or grievances that mightarisefromproviding the proposed services. d.Defend and/or represent theCityandtestifyontheCity'sbehalfif anyclaims or allegations are made regarding the services provided including,but not limitedto,the validityof the test components or evaluation methods or results. e.Maintainallraw test results and notes with respect to each individual evaluated for the time set forth in Florida records retention statute or other applicablelaws or asspecifiedbythe City,whichever islonger. f.Researchandinvestigatetoinsure that alltests,procedures, results and interpretations are valid,reliable,cross-cultural and legally defensiblefor the purposes used. g.Document that the entire selection process isvalidand meets all required criteria. MINIMUM REQUIREMENTS/QUALIFICATIONS: Base Proposal:Prospective proposers shall have a minimum of five (5)years experience in developing,validating,administering and scoring testing programs to determine qualified applicants for sworn positions. Education:All Prospective proposers shall possess a masters or doctorate degree from an accredited college or university in Industrial Organizational Psychology;ora masters degree in Business Administration,from an accredited college or university, with concentration in Organizational Psychology,Applied Psychology or other closely related field,withstrong emphasis in: •Research methods; •Statistical methods/data analysis; •Criterion Theoryand development; •Selection,training,performance management,organizational development or other related area. EXHIBIT I Sergeants Exam Administrator ITQ#PD20I6-XX Insurance &Indemnification Requirements 1.01 Insurance A.Without limiting its liability,thecontractor,consultantorconsulting firm (hereinafterreferredtoas "FIRM"withregardtoInsuranceand Indemnification requirements)shall berequired to procureand maintain atitsownexpenseduringthe life oftheContract,insuranceofthetypesandintheminimum amountsstatedbelowas will protect the FIRM,from claims whichmayariseoutoforresultfromthe contractortheperformanceofthecontractwiththeCityofSouth Miami,whethersuch claim isagainst the FIRM oranysub-contractor,orbyanyonedirectlyor indirectly employed byanyofthemorby anyone for whose actsanyof them maybeliable. B.Noinsurancerequiredbythe CITY shall beissuedorwrittenbyasurplus lines carrier unless authorized inwritingbythe CITY andsuchauthorization shall beattheCITY'ssoleandabsolutediscretion.The FIRM shall purchase insurancefromandshallmaintaintheinsurancewithacompany or companies lawfully authorizedto sell insuranceintheStateof Florida,onformsapprovedbytheStateofFlorida,as will protect the FIRM,ataminimum,fromall claims assetforthbelowwhichmay arise outofor result fromthe FIRM'S operations under the Contract andforwhichthe FIRM maybe legally liable,whether such operations bebythe FIRM orbya Subcontractor orbyanyonedirectlyorindirectlyemployedby anyofthem,orbyanyoneforwhoseactsanyofthemmaybe liable:(a)claims under workers' compensation,disability benefitand other similaremployeebenefitactswhichareapplicabletothe Work tobeperformed;(b)claimsfordamagesbecauseofbodilyinjury,occupationalsickness or disease,or. deathofthe FIRM'S employees;(c)claimsfordamagesbecauseofbodily injury,sickness or disease,or deathofanyperson other thanthe FIRM's employees;(d)claimsfordamagesinsuredbyusualpersonal injury liability coverage;(e)claims for damages,other thantothe Work itself,becauseof injury toor destruction oftangible property,including lossofuseresulting there from;(f)claimsfordamagesbecause ofbodilyinjury,deathofa person or property damagearising out ofownership,maintenanceoruseofa motor vehicle;(g)claimsforbodilyinjury or property damagearisingoutofcompletedoperations;and (h)claims involving contractual liability insurance applicable tothe FIRM's obligations underthe Contract. 1.02 Firm'sInsuranceGenerally.The FIRM shallprovideandmaintaininforceandeffectuntilallthe Work to be performed underthis Contract hasbeencompletedandacceptedbyCITY(orforsuchdurationasis otherwise specified hereinafter),theinsurancecoverage written onFlorida approved formsandas set forthbelow: 1.03 Workers'CompensationInsuranceatthe statutory amountastoallemployeesincompliancewiththe "Workers'Compensation Law"oftheStateof Florida including Chapter440,Florida Statutes,aspresently written or hereafter amended,andallapplicablefederallaws.Inaddition,thepolicy(ies)mustinclude:Employers'Liability atthe statutory coverageamount.The FIRM shall further insurethatallofits Subcontractors maintain appropriate levelsof Worker's Compensation Insurance. 1.04 CommercialComprehensiveGeneral Liability insurancewithbroadform endorsement,aswellas automobile liability,completedoperationsandproducts liability,contractual liability,severability ofinterestwith cross liability provision,andpersona!injuryandproperty damage liability with limits of$1,000,000combinedsingle limitperoccurrenceand$2,000,000 aggregate,including: •Personal Injury:$1,000,000; •Medical Insurance:$5,000perperson; •Property Damage:$500,000 each occurrence; 1.05 UmbrellaCommercialComprehensiveGeneral Liability insuranceshallbewrittenonaFloridaapproved formwiththesamecoverageastheprimaryinsurancepolicybutinthe amount of$1,000,000per claim and $2,000,000AnnualAggregate.Coveragemustbeaffordedonaformno more restrictivethanthelatesteditionof the Comprehensive General Liability policy,without restrictive endorsements,as filed bythe Insurance Services Office,and must include: (a)PremisesandOperation (b)Independent Contractors (c)Productsand/or Completed OperationsHazard (d)Explosion,Collapse and Underground Hazard Coverage (e)Broad FormProperty Damage (f)Broad Form Contractual Coverage applicable tothis specific Contract,including any hold harmless and/orindemnificationagreement. (g)Personal Injury Coveragewith Employee and Contractual Exclusions removed,with minimum limitsof coverageequalto those requiredfor Bodily Injury Liability andProperty Damage Liability. 1.06 Business Automobile Liability with minimum limits ofOne Million Dollars ($1,000,000.00)plus an additional One Million Dollar ($1,000,000.00)umbrella per occurrence combined single limit for Bodily Injury Liability andProperty Damage Liability.Umbrella coverage mustbe afforded onaformnomore restrictive than thelatesteditionofthe Business Automobile Liability policy,withoutrestrictiveendorsements,as filed bywiththe state of Florida,and must include: (a)Owned Vehicles. (b)Hiredand Non-Owned Vehicles (c)Employers'Non-Ownership 1.07 SUBCONTRACTS:The FIRM agrees thatifanypartofthe Work undertheContractis sublet,the subcontract shall containthesameinsuranceprovisionassetforthinsection 5.1 aboveand5.4belowand substitutingthewordSubcontractorfortheword FIRM and substituting theword FIRM forCITYwhere applicable. 1.08 Fire and ExtendedCoverage Insurance (Builders'Risk).IF APPLICABLE: A.In the event that this contract involves the construction ofa structure,the CONTRACTOR shall maintain,withan Insurance Companyor Insurance Companies acceptable tothe CITY,"Broad"form/All Risk Insurance on buildings andstructures,including Vandalism &Malicious Mischief coverage,whileinthe courseofconstruction,including foundations,additions,attachmentsand all permanentfixturesbelonging to and constitutingapartof said buildings orstructures.The policy or policies shall alsocover machinery,ifthecostofmachineryis included intheContract,orifthemachineryislocatedina building thatisbeingrenovatedbyreasonofthiscontract.Theamountofinsurancemust,at all times,beatleast equalto the replacementand actual cashvalueoftheinsuredproperty.Thepolicy shall beinthenameof theCITYandthe CONTRACTOR,astheirinterestmay appear,and shall alsocovertheinterestsof all Subcontractors performing Work. B.AlloftheprovisionssetforthinSection5.4hereinbelow shall applytothiscoverageunlessitwouldbe clearly not applicable. 1.09 Miscellaneous: A.Ifanynoticeof cancellation of insurance or change incoverageisissuedbythe insurance companyor shouldany insurance havean expiration datethat will occurduringtheperiodofthiscontract,the FIRM shall beresponsiblefor securing other acceptable insurance priortosuch cancellation,change,or expirationsoas to provide continuous coverageasspecifiedinthissectionandsoastomaintain coverageduring the lifeofthis Contract. B.Alldeductiblesmustbedeclaredbythe FIRM andmustbeapprovedbytheCITY.At theoptionofthe CITY,either the FIRM shalleliminateor reduce suchdeductibleorthe FIRM shall procure aBond,ina formsatisfactory to the CITYcoveringthesame. C.Thepolicies shall containwaiverof subrogation against CITYwhere applicable,shall expresslyprovide thatsuchpolicyor policies are primary overanyother collectible insurance thatCITYmay have.The CITYreservestherightatanytimetorequestacopyoftherequired policies forreview.All policies shall containa"severability of interest"or "cross liability"clause without obligationforpremium payment of theCITYaswellascontractual liability provisioncoveringthe Contractors dutytoindemnify theCityasprovidedinthis Agreement. D.Beforestartingthe Work,the FIRM shall delivertothe CITY and CONSULTANT certificatesofsuch insurance,acceptabletotheCITY,as well astheinsurancebinder,ifoneisissued,theinsurancepolicy, including the declaration page and all applicable endorsementsandprovidethename,addressand telephonenumberoftheinsuranceagentorbrokerthrough whom thepolicywasobtained.Theinsurer 10 shall berated A.VII or better perA.M.Best'sKey Rating Guide,latesteditionandauthorizedtoissue insuranceintheStateof Florida.Allinsurancepolicjesmustbe written onformsapprovedbytheState of Florida andthey must remainin full forceandeffectforthedurationofthe contract period with the CITY.The FIRM mayberequiredbytheCITY,atitssolediscretion,toprovidea"certified copy"ofthe Policy(asdefinedin Article I ofthis document)which shall includethedeclarationpageand all required endorsements.Inaddition,the FIRM shall deliver,atthetimeofdeliveryoftheinsurancecertificate,the following endorsements: (!)apolicyprovisionoran endorsement with substantially similarprovisionsas follows: "TheCityofSouth Miami isan additional insured.Theinsurer shall pay all sumsthattheCityof South Miami becomes legally obligatedtopayasdamagesbecause of'bodily injury",'property damage',or"personalandadvertisinginjury"anditwillprovidetotheCityallofthecoverage thatis typically providedunderthestandard Florida approvedformsforcommercialgeneral liability coverageAandcoverage B"; (2)apolicy provision oran endorsement with substantially similar provisions as follows: "This policy shall notbe cancelled (including cancellation fornon-paymentof premium), terminated ormateriallymodified without first giving the CityofSouth Miami ten (10)days advancedwrittennoticeoftheintentto materially modifythepolicyor to cancelor terminate thepolicyforanyreason.Thenotification shall bedeliveredtotheCitybycertified mail,with proof of delivery to the City." E.Ifthe FIRM isprovidingprofessionalservices,suchaswouldbeprovidedbyanarchitect,engineer, attorney,or accountant,to nameafew,then insuch event andinadditionto the above requirements, the FIRM shall alsoprovide Professional Liability Insurance ona Florida approvedforminthe amount of $1,000,000 withdeductibleperclaimif any,nottoexceed5%ofthelimitof liability providingfor all sumswhichthe FIRM shall become legally obligatedtopayasdamagesfor claims arising out ofthe servicesor work performed bythe FIRM itsagents,representatives,Sub Contractors or assigns,or by anyperson employed orretainedbyhimin connection withthis Agreement.Thisinsurance shall be maintained forfouryearsaftercompletionoftheconstructionandacceptanceofanyProjectcoveredby thisAgreement.However,the FIRM maypurchase Specific Project Professional Liability Insurance,inthe amountandundertheterms specified above,whichis also acceptable.No insurance shall beissuedbya surpluslinescarrierunlessauthorizedinwritingbythecityatthe city's sole,absoluteandunfettered discretion. 11 Indemnification Requirement A.The Contractor acceptsandvoluntarilyincurs all risksofany injuries,damages,orharmwhichmight ariseduringthe work oreventthatisoccurringontheCITY'spropertyduetothe negligence or other faultofthe Contractor oranyoneactingthroughoronbehalfoftheContractor. B.The Contractor shall indemnify,defend,saveandholdCITY,itsofficers,affiliates,employees, successorsand assigns,harmless fromanyand all damages,claims,liability,losses,claims,demands,suits,fines, judgmentsorcostandexpenses,including reasonableattorney'sfees,paralegal feesand investigative costs incidental theretoandincurredpriorto,duringor following any litigation,mediation,arbitration andat all appellate levels,whichmaybesufferedby,or accrued against,charged toorrecoverablefromtheCityofSouth Miami,its officers,affiliates,employees,successorsand assigns,byreasonofanycausesof actions or claim ofany kindornature,including claims for injury to,ordeathofanypersonorpersonsandforthe loss or damage toany property arising outofanegligenterror,omission,misconduct,oranygross negligence,intentionalactorharmful conductoftheContractor,itscontractor/subcontractororanyoftheir officers,directors,agents,representatives, employees,or assigns,oranyoneactingthroughoronbehalfofanyofthem,arising out ofthis Agreement, incidenttoit,or resulting fromthe performance or non-performance oftheContractor's obligations underthis AGREEMENT. C.TheContractor shall pay all claims,losses and expensesofany kind ornature whatsoever,in connectiontherewith,including theexpenseorlossoftheCITYand/orits affected officers,affiliates,employees, successorsand assigns,including theirattorney'sfees,inthedefenseofany action inlaworequitybrought against themand arising fromthe negligent error,omission,oractofthe Contractor,itsSub-Contractororanyoftheir agents,representatives,employees,or assigns,and/or arising outof,orincidentto,thisAgreement,orincidentto or resulting fromtheperformanceornon-performanceoftheContractor's obligations underthis AGREEMENT. D.TheContractor agrees and recognizes thatneithertheCITYnorits officers,affiliates,employees, successorsand assigns shall beheld liable orresponsibleforany claims,including thecostsandexpensesof defendingsuch claims whichmayresultfromorariseoutofactionsoromissions of the Contractor,its contractor/subcontractor oranyoftheir agents,representatives,employees,or assigns,oranyone acting through oronbehalfofthethem,and arising outofor concerning theworkoreventthatisoccurringontheCITY's property.In reviewing,approving or rejecting any submissions oractsoftheContractor,CITYinnoway assumes or shares responsibility or liability fortheactsor omissions ofthe Contractor,its contractor/subcontractor orany oftheir agents,representatives,employees,or assigns,oranyone acting throughoronbehalfofthem. E.TheContractorhasthedutyto provide a defense withanattorneyorlaw firm approved bytheCity ofSouth Miami,which approval willnotbe unreasonably withheld. F.However,asto design professional contracts,andpursuanttoSection725.08(I),Florida Statutes, noneofthe provisions setforthhereinabovethatarein conflict withthis subparagraph shall apply andthis subparagraph shall setforththesole responsibility ofthe design professional concerning indemnification.Thus, the design professional's obligations astotheCity and its agencies,aswellastoitsofficers and employees,isto indemnify and holdthem harmless from liabilities,damages,losses,andcosts,including,butnot limited to, reasonable attorneys'fees,totheextentcausedbythe negligence,recklessness,or intentionally wrongful conductofthe design professional and other persons employed or utilized bythe design professional inthe performance of the contract. 12 EXHIBIT2 INVITATION TO QUOTE AFFIDAVITS AND FORMS SUBMISSION REQUIREMENTS This listing indicates theformsanddocumentsrequiredtobesubmittedforthissolicitationand tobepresentedbythe deadline setfor within the solicitation.Fulfillment of all solicitation requirements listed is mandatory for consideration ofresponsetothe solicitation.Additional documentsmayberequiredand,ifso,they will be identified inanaddendumtothisITQ.The response shallinclude the followingitems: 1.Non-Collusion Affidavit 2.PublicEntity Crimes andConflictsof Interest 3.DrugFree Workplace 4.Acknowledgement of Conformance with OSHA Standards 5.Federaland State Vendor Listing 6.RelatedParty Transaction VerificationForm, 7.Presentation TeamDeclaration/Affidavitof Representation 8.Signed Contract Document (All-including General Conditions and Supplementary Conditions if attached.EXHIBIT 3 13 NON COLLUSION AFFIDAVIT STATEOF FLORIDA ) ) COUNTY OF MIAMI-DADE ) .beingfirstdulysworn,deposesandstatesthat: (1)He/She/Theyis/arethe_ (Owner,Partner,Officer,Representative or Agent)of the Respondent thathas submitted the attached Proposal; (2)He/She/They is/are fully informed concerning the preparation and contents ofthe attached Proposal and of all pertinent circumstances concerning such Proposal; (3)Such Proposal is genuine and isnota collusive or sham Proposal; (4)Neither the said Respondent nor any ofits officers,partners,owners,agents,representatives, employees or parties in interest,including this affiant,have inanyway colluded,conspired,connived or agreed,directly or indirectly,with any other Respondent,firm,or person tosubmita collusive or sham Proposal in connection with theWork for which the attached Proposal has been submitted;or to refrain from Bidding or proposing in connection with such Work;or have in any manner,directly or indirectly,sought by agreement or collusion,or communication,or conference with any Respondent,firm,or person to fix any overhead,profit,orcost elements ofthe Proposal orof any other Respondent,orto fix any overhead,profit,orcostelementsofthe Proposal Price orthe Proposal Price of any other Respondent,orto secure through any collusion,conspiracy,connivance, or unlawful agreement any advantage against (Recipient),or any person interested in the proposed Work; (5)The price or prices quoted in the attached Proposal are fair and proper and are not tainted by any collusion,conspiracy,connivance,or unlawful agreement onthepartofthe Respondent or any other ofits agents,representatives,owners,employees or parties of interest,including this affiant Signed,sealed and delivered inthepresence of: By: Witness Signature Witness Print Name and Tide Date ACKNOWLEDGEMENT STATEOF FLORIDA ) ) COUNTY OF MIAMI-DADE ) Onthisthedayof •20,beforeme,the undersigned Notary Public oftheState of Florida,personally appeared (Name(s)of individual(s)who appeared before notary)and whose name(s)is/are Subscribed tothe withininstrument,andhe/she/theyacknowledgethathe/she/theyexecutedit. Thomas F.Pepe 02-23-15 14 WITNESSmyhandand official seal. NOTARY PUBLIC: SEAL OF OFFICE: Thomas F.Pepe 02-23-15 15 Notary Public,Stateof Florida (Name of Notary Public:Print,Stamp ortypeas commissioned.) Personally known tome,or Personal identification: Typeof Identification Produced Didtakeanoath,or Did Not take an oath. PUBLIC ENTITY CRIMES AND CONFLICTS OF INTEREST Pursuant to theprovisionsof Paragraph (2)(a)ofSection 287.133,Florida StateStatutes-"A personoraffiliate whohasbeen placed ontheconvictedvendorlist following a conviction fora public entitycrimemaynotsubmita Proposalorbidona Contract toprovideanygoodsorservicestoapublicentity,may not submitaBidor proposalforaContractwitha public entityfortheconstructionof repair ofa public building or public work,may notsubmitbidsor proposals onleasesor real propertytoa public entity,maynotbeawardedtoperform Work asaRESPONDENT,Sub-contractor,supplier,Sub-consultant,orConsultantundera Contract withanypublic entity,andmaynottransactbusinesswithany public entityinexcessofthethreshold amount Category Two of Section 287.017,Florida Statutes,forthirtysix(36)monthsfromthedateofbeing placed ontheconvicted vendor list". Theawardofanycontracthereunderissubjecttothe provisions ofChapter 112,Florida StateStatutes, Respondentsmustdisclosewiththeir Proposals,thenameofany officer,director,partner,associateoragentwho isalsoanofficeror employee oftheCityofSouth 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 [printnameofthepublicentity] by. for [print individual's nameandtitle] [printnameofentitysubmittingswornstatement] whose business address is and(if applicable)its Federal Employer Identification Number (FEIN)is (Ifthe entityhasno FEIN,include the Social Security Numberofthe individual signing thisswornstatement: .•) 2.I understand thata "public entity crime"as defined in Paragraph 287.133 (l)(g),Florida Statutes, meansaviolationofanystateor federal lawbyapersonwith respect toanddirectlyrelatedtothe transaction ofbusinesswithany public entityorwithan agency or political subdivision ofanyotherstate oroftheUnited States,including,butnot limited to,any bid,proposal orcontractforgoodsorservices tobe provided toany public entityor an agency or political subdivision ofanyotherstateorofthe United States and 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 ofguiltora conviction ofa public entitycrime,withorwithoutan adjudication of guilt,inany federal orstate trial courtofrecord relating to charges broughtbyindictmentor information after July 1,1989,asaresultofajuryverdict,non-jury trial,orentryofapleaof guilty or nolo contendere. 4.I understand thatan "affiliate"as defined in Paragraph 287.133 (I)(a),Florida Statutes,means: (a)A predecessor orsuccessorofa person convicted ofa public entity crime;or (b)Anentityunderthecontrolofany natural personwhoisactiveinthemanagementoftheentity andwhohasbeenconvictedofapublicentitycrime.The term "affiliate"includes those officers, directors,executives,partners,shareholders,employees,members,andagentswhoareactivein Thomas F.Pepe 02-23-15 16 the management ofan affiliate.The ownership byone person of shares constituting a controlling interest in any person,ora pooling of equipment or income among persons when notfor fair market value underanarm'slength agreement,shall bea prima facie casethatoneperson controlsanotherperson.Apersonwho knowingly entersintoajointventurewithaperson who has been convicted ofa public entity crime in Florida during the preceding 36months shall be considered an affiliate. 5.Iunderstandthata"person"asdefinedin Paragraph 287.133 (1)(e),Florida Statutes,meansany natural person orentity organized under the laws of any stateorofthe United States with the legal powertoenter into a binding contract and which bids or proposal or applies to bid or proposal on contractsfortheprovisionofgoodsorservicesletbya public entity,orwhichotherwisetransactsor applies to transact business witha public entity.Theterm"person"includes those officers,directors, executives,partners,shareholders,employees,members,and agents whoareactivein management of an entity. 6.Based on information and belief,the statement which I have marked below is true in relation to the entity submittingthis sworn statement.[Indicate which statement applies.] Neithertheentitysubmittingthisswornstatement,noranyofitsofficers,directors,executives, partners,shareholders,employees,members,or agents whoareactiveinthemanagementoftheentity, norany affiliate oftheentityhasbeen charged withandconvicted of a public entitycrimesubsequentto July I,1989. _Theentitysubmittingthissworn statement,oroneor more ofitsofficers,directors,executives, partners,shareholders,employees,members,oragentswhoareactiveinthemanagementof the entity, oran affiliate ofthe entity hasbeenchargedwithandconvictedofapublic entity crime subsequent toJuly I,1989. The entitysubmittingthissworn statement,oroneor more ofitsofficers,directors,executives, partners,shareholders,employees,members,oragentswhoareactiveinthemanagementof the entity, oran affiliate oftheentityhasbeen charged withandconvictedofa public entitycrimesubsequentof July I,1989.However,therehasbeenasubsequentproceedingbeforea Hearing OfficeroftheStateof Florida,Divisionof Administrative Hearingsandthe Final Order entered bytheHearingOfficer determinedthatitwas not inthe public interest to place theentitysubmittingthissworn statement on the convicted vendor list,[attachacopyofthe final order.] I UNDERSTAND THAT THE SUBMISSION OF THIS FORM TO THE CONTRACTING OFFICER FOR THE PUBLIC ENTITY INDENTIFIED IN PARAGRAPH I (ONE)ABOVEISFOR THAT PUBLIC ENTITY ONLY,AND THAT THISFORMISVALID THROUGH DECEMBER 31 OF THE CALENDAR YEAR IN WHICH IT IS FILED.I ALSO UNDERSTAND THAT I AM REQUIRED TO INFORM THE PUBLIC ENTITY PRIOR TO ENTERING INTO A CONTRACT IN EXCESS OF THE THRESHOLD AMOUNT PROVIDED IN SECTION 287.017,FLORIDA STATUTES.FOR CATEGORY TWO OF ANY CHANGE IN THE INFORMATION CONTAINED IN THIS FORM. [Signature] Sworntoand subscribed beforemethis dayof ,20_ Personally known OR Produced identification Notary Public -Stateof _ My commission expires (Type of identification)(Printed,typedor stamped commissioned Form PUR 7068 (Rev.06/11/92)nameofnotary public) Thomas F.Pepe 02-23-15 17 DRUG FREE WORKPLACE Whenever twoormore Bids or Proposals whichare equal withrespectto price,quality andservicearereceived bytheStateorbyany political subdivisionsfortheprocurementofcommoditiesorcontractualservices,aBidor Proposal receivedfromabusinessthatcertifiesthatithasimplementeda drug-free workplace program shall be givenpreferenceinthe award process.Established proceduresfor processing tie Bids or Proposals shall be followedifnoneofthetiedvendorshavea drug-free workplace program.In ordertohavea drug-free workplace program,abusiness shall: 1)Publish astatement notifying employeesthatthe unlawful manufacture,distribution,dispensing, possession,oruseofacontrolledsubstanceisprohibitedintheworkplaceand specifying the actionsthat shall betaken against employeesforviolationsofsuch prohibition. 2)Inform employeesaboutthe dangers ofdrug abuse inthe workplace,the business'policy of maintaining adrug-freeworkplace,any available drugcounseling,rehabilitation,and employee assistanceprograms,andthepenaltiesthatmaybeimposedupon employees fordrugabuse violations. 3)Giveeachemployee engaged in providing thecommoditiesor contractual servicesthatareunder Bidacopyof the statement specified inSubsection (1). 4)In thestatement specified in Subsection (I),notifytheemployees,thatasa condition ofworking ofthecommoditiesor contractual services thatareunder Bid,heemployee shall abide bythe termsofthe statement and shall notifytheemployeeofany conviction of,or plea of guilty or nolo contendere to,any violation ofChapter893orofanycontrolledsubstancelawoftheUnited Statesoranystate,fora violation occurringintheworkplacenolaterthan five (5)businessdays after such conviction. 5)Imposeasanctionon,orrequirethe satisfactory participation inadrugabuse assistance or rehabilitation program,ifsuchis available intheemployee'scommunity,byanyemployee who is so convicted. 6)Make agood faith efforttocontinueto maintain adrug-freeworkplacethroughimplementation of this section. Asthepersonauthorizedto sign thestatement,I certifythatthis firm complies fully withtheaboverequirements. RESPONDENT'S Signature: PrintName: Date: Thomas F.Pepe 02-23-15 18 ACKNOWLEDGEMENT OF CONFORMANCE WITH OSHA STANDARDS TO THE CITY OF SOUTH MIAMI We,,(Nameof CONTRACTOR),hereby acknowledge andagree that as CONTRACTOR forthe Invitation Quote project asspecifiedinthesolicitation documents havethesole responsibility for compliance with all therequirementsofthe Federal Occupational Safety and Health Actof 1970, andallStateandlocalsafetyandhealth regulations,andagreeto indemnify andholdharmlessthe City of South Miami and NA (Consultant)againstanyand all liability,claims,damages,lossesandexpensestheymayincurdue tothefailureof (Sub-contractor's names): tocomplywithsuchactorregulation. CONTRACTOR Witness BY: Name Tide 19 AFFIDAVIT CONCERNING FEDERAL AND STATE VENDOR LISTINGS Theperson,or entity,whoisrespondingtotheCity's solicitation,hereinafterreferredtoas"Respondent",must certify that the Respondent'snameDoesNot appear ontheStateofFlorida,Department ofManagementServices, "CONVICTED,SUSPENDED,DISCRIMINATORY FEDERAL EXCLUDED PARTIES and COMPLAINTS VENDOR LISTINGS". IftheRespondent'snameDoesappearononeorallthe "Listings"summarizedbelow,Respondentsmust "Check ifApplies"nexttothe applicable "Listing."The "Listings"canbeaccessedthroughthe following linktotheFlorida Department ofManagementServiceswebsite: http://www.dms.myflorida.com/business operations/statepurchasing/vendorinformation/convicted susp endeddiscriminatory complaintsvendorlists DECLARATION UNDER PENALTY OF PERJURY I,(hereinafter referredtoasthe "Declarant")state,under penalty of perjury, that the following statements are true and correct: (1)I representthe Respondent whose name is . (2)1have the following relationship with the Respondent (Owner (if Respondent isa sole proprietor),President (if Respondent isa corporation)Partner (if Respondent isa partnership),General Partner (if Respondent isa Limited Partnership)or Managing Member>(if Respondent isa Limited Liability Company). (3)I have reviewed the Florida Department of Management Services website atthe following URL address: http://www.dms.myflorida.com/business_operations/state_purchasing/vendorjnformation/convicted__suspended_di scriminatory_complaints_vendor_lists (4)I have entered an"x"ora check mark beside each listing/category set forth below ifthe Respondent's name appears inthe list found onthe Florida Department of Management Services website forthat category or listing.If I didnotenteramark beside a listing/category it means that I am attesting tothefactthatthe Respondent's name doesnotappearonthe listing forthat category inthe Florida Departmentof Management Services website as of the date of this affidavit. Check if Applicable Convicted Vendor List Suspended Vendor List DiscriminatoryVendorList FederalExcludedPartiesList Vendor ComplaintList FURTHER DECLARANT SAYETH NOT. (PrintnameofDeclarant) By: (SignatureofDeclarant) ACKNOWLEDGEMENT STATE OF FLORIDA ) COUNTY OF MIAMI-DADE ) On this the day of ,20,before me,the undersigned authority,personally appeared whois personally know tomeorwho provided the following identification and whotookan oath or affirmed thatthat he/she/they executed the foregoing Affidavitas the Declarant. WITNESS my hand and official seal. Notary Public,State ofFlorida NOTARY PUBLIC: SEAL Thomas F.Pepe 02-23-15 2Q (Nameof Notary Public:Print, Stamp or typeascommissioned.) RELATED PARTY TRANSACTION VERIFICATION FORM I ,individually andonbehalf of ("Firm")have Name of Representative Company/Vendor IEntity read theCityof South Miami ("City")'s Codeof Ethics, Section8A-IoftheCity'sCodeof Ordinances and I hereby certify,under penalty of perjury thattothebestofmy knowledge,informationandbelief: (1)neither I northe Firm have any conflict ofinterest (as defined in section 8A-I)with regard tothecontractor businessthat I,and/orthe Firm,am(are)abouttoperformfor,ortotransactwith,the City,and (2)neither I noranyemployees,officers,directorsofthe Firm,noranyonewhohasa financial interestgreater than 5%inthe Firm,has any relative(s),as defined in section 8A-I,whois an employeeoftheCityorwho is(are) an appointed orelected official oftheCity,orwho is(are)amemberofany public body created bytheCity Commission,i.e.,aboardor committee oftheCity,[while theethicscode still applies,ifthepersonexecutingthis formisdoingsoon behalf ofa firm whosestockis publicly traded,thestatementinthissection (2)shall bebased solelyonthe signatory's personal knowledgeandhe/sheisnot required tomakeanindependent investigation asto therelationshipofemployeesor those whohavea financial interestin the Firm.];and (3)neither I northe Firm,nor anyone who has a financial interest greater than 5%inthe Firm,nor any memberof thosepersons'immediate family (i.e.,spouse,parents,children,brothersand sisters)has transacted orentered intoanycontract(s)withtheCityor has a financial interest,director indirect,inany business being transacted withthecity,orwithanypersonoragency acting forthecity,otherthanas follows: _(use(if necessary,usea separate sheetto supply additional information that will notfitonthis line;however,you must make reference,on the above line,totheadditional sheet and the additional sheet must besigned under oath),[while theethicscode still applies,ifthepersonexecutingthisformisdoingsoonbehalfofa firm whose stock is publicly traded,the statement inthissection(3)shall bebasedsolelyonthesignatory's personal knowledgeandhe/sheisnotrequiredtomakeanindependent investigation astothe relationship ofthosewho haveafinancial interest in the Firm.];and (4)noelectedand/orappointed official oremployeeoftheCityofSouth Miami,oranyoftheirimmediate family members (i.e.,spouse,parents,children,brothersandsisters)hasa financial interest,directlyor indirectly,inthe contractbetweenyouand/oryour Firm andtheCityotherthanthe following individuals whose interestisset forthfollowing their useaseparatenames: (ifnecessary,useaseparate sheet to supply additional informationthatwillnotfitonthis line;however,you must make reference,ontheaboveline,totheadditional sheet andtheadditional sheet must besignedunderoath). Thenamesof all Cityemployeesandthatof all electedand/orappointedcity officials orboardmembers,who own,directlyorindirectly,an interest offivepercent (5%)ormoreofthetotalassetsof capital stockinthefirm are as follows: (ifnecessary,useaseparate sheet tosupply additional information thatwillnotfitonthis line;however,youmust make reference,ontheaboveline,totheadditional sheet andtheadditional sheet must besignedunder oath), [while theethicscode still applies,ifthepersonexecutingthisformisdoingsoonbehalfofa firm whosestockis publicly traded,thestatementinthissection(4)shall bebasedsolelyonthe signatory's personal knowledgeand he/sheisnotrequiredtomakean independent investigationastothe financial interest inthe Firm ofcity employees,appointed officials ortheimmediate family membersofelectedand/or appointed official oremployee.] (5)I andthe Firm furtheragree not touseor attempt touseanyknowledge,propertyorresourcewhichmay come tousthroughourpositionoftrust,orthroughourperformanceofourdutiesunderthe terms ofthe contractwiththeCity,tosecurea special privilege,benefit,orexemptionforourselves,orothers.We agreethat we may not discloseoruseinformation,not available tomembersofthegeneral public,forourpersonalgainor benefit or for the personalgainor benefit ofany other personorbusiness entity,outside of the normalgainor benefit anticipatedthroughthe performance of the contract. (6)I andtheFirmherebyacknowledgethatwehavenotcontractedortransactedanybusinesswiththeCityor anypersonoragencyactingfor the City,andthatwehave not appearedin representation of anythirdparty before anyboard,commissionoragencyofthe City withinthepast two years other thanas Thomas F.Pepe 02-23-15 21 follows:.(if necessary,useaseparate sheet tosupplyadditionalinformationthatwillnotfitonthisline;however,youmust makereference,ontheaboveline,to theadditional sheet andtheadditionalsheet must besignedunderoath). X:\PurchasingWendor Registration 12.28.12 RELATEDPARTY TRANSACTION VERIFICATION FORM [3].docx (7)Neither I noranyemployees,officers,ordirectorsofthe Firm,noranyoftheirimmediate family (i.e.,asa spouse,son,daughter,parent,brother orsister)isrelatedbybloodor marriage to:(i)any member of the City Commission;(ii)anycityemployee;or (iii)any member ofanyboardoragencyoftheCity other thanas follows: (ifnecessary,useaseparate sheet tosupplyadditional informationthatwillnotfitonthis line;however,youmustmakereference,ontheaboveline,tothe additional sheet and the additional sheet must besignedunder oath),[while the ethicscodestillapplies,iftheperson executingthisformisdoingsoonbehalfofa firm whosestockis publicly traded,the statement inthissection(7) shall bebasedsolelyonthesignatory'spersonalknowledgeandhe/sheisnotrequired to makean independent investigation astothe relationship bybloodor marriage ofemployees,officers,ordirectorsofthe Firm,orofany oftheirimmediate family toanyappointedorelected officials oftheCity,ortotheirimmediate family members], (8)NoOther Firm,norany officers or directors ofthatOther Firm oranyonewho has a financial interestgreater than 5%inthatOther Firm,noranymemberofthose persons'immediate family (i.e.,spouse,parents,children, brothersandsisters)noranyofmyimmediate family members (hereinafter referredtoas"Related Parties")has respondedtoa solicitation bytheCityinwhich I orthe Firm that I representoranyonewhohasa financial interestgreaterthan 5%inthe Firm,oranymemberofthosepersons'immediate family (i.e.spouse,parents, children,brothersand sisters)have also responded,otherthanthe following: =..(if necessary,useaseparatesheettosupply additional informationthatwillnotfitonthis line;however,youmust make reference,ontheabove line,tothe additional sheetandthe additional sheetmustbe signed under oath), [while theethicscode still applies,ifthe person executingthis form is doing soon behalf ofa firm whosestockis publicly traded,thestatementinthissection(8)shall be based solelyonthe signatory's personal knowledgeand he/sheisnotrequiredtomakeanindependent investigation intotheOther Firm,orthe Firm he/sherepresents,as totheirofficers,directorsoranyone having a financial interestinthose Firms oranyoftheiranymemberofthose persons'immediate family.] (9)I andthe Firm agree thatweare obligated to supplement this Verification Form and informtheCityofany change in circumstances thatwould change our answers tothis document.Specifically,afterthe opening ofany responsestoa solicitation,I andthe Firm havean obligation tosupplementthis Verification Form withthenameof all Related Parties whohave also responded tothesame solicitation and to disclose the relationship ofthose parties to meand the Firm. (10)A violation oftheCity's Ethics Code,the giving ofany false information orthe failure tosupplementthis Verification Form,maysubjectmeorthe Firm to immediate termination ofanyagreementwiththeCity,andthe 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 havemadea diligent effortto investigate themattersto which I amattesting hereinabove andthatthestatements made hereinabove aretrueandcorrecttothebestofmy knowledge,information and belief. Signature: Print Name &Title: Date: Thomas F.Pepe 02-23-15 22 Sec.8A-I.-Conflict of interest and code of ethics ordinance. (a)Designation. Thissectionshallbedesignatedandknownasthe"CityofSouth Miami Conflictof Interest andCodeofEthics Ordinance."Thissection shall beapplicabletoallcitypersonnelasdefinedbelow,andshallalsoconstitutea standard ofethical conduct andbehaviorforall autonomous personnel,quasi-judicial personnel,advisory personnelanddepartmentalpersonnel.Theprovisionsofthissection shall beappliedina cumulative manner.By wayofexample,andnotasalimitation,subsections(c)and(d)maybeappliedtothesame contract or transaction. (b)Definitions.Forthepurposesofthissectionthe following definitions shallbe effective: (1)Theterm"commissionmembers"shall refertothemayorandthemembersofthecity commission. (2)The term "autonomouspersonnel"shallrefertothemembersofautonomousauthorities,boardsandagencies, suchas the citycommunity redevelopment agencyandthehealth facilities authority. (3)The term "quasi-judicial personnel"shallrefertothemembersofthe planning board,theenvironmentalreview and preservation board,the code enforcement boardandsuch other individuals,boardsand agenciesof the city as perform quasi-judicial functions. (4)Theterm"advisorypersonnel"shallrefertothemembersofthosecityadvisoryboardsand agencies whose soleorprimary responsibility istorecommend legislation or give advicetothecitycommission. (5)The term "departmental personnel"shallrefertothecityclerk,thecitymanager,department heads,thecity attorney,andallassistantsto the cityclerk,citymanagerandcity attorney,however titled. (6)The term "employees"shall refer toall other personnel employedbythecity. (7)The term "compensation"shall refer toanymoney,gift,favor,thingofvalueor financial benefitconferred,or to be conferred,in return for services rendered or to be rendered. (8)The term "controlling financial interest"shallrefertoownership,directly or indirectly,often percent or more oftheoutstandingcapitalstockinany corporation oradirectorindirectinterestoften percent ormoreina firm, partnership,or other business entity at the timeof transacting businesswith the city. (9)The term "immediate family"shallrefertothespouse,parents,children,brothers andsistersofthe person involved. (10)The term "transact anybusiness"shallrefer to thepurchase or saleby the cityofspecificgoods or services for consideration andto submitting abid,aproposalin response toa RFP,a statement ofqualificationsin response toa request by the city,or entering into contract negotiationsfor the provision onany goods or services,whichever first occurs. (c)Prohibition on transacting business with the city. Nopersonincludedinthe terms definedinparagraphs(b)(1)through(6)andinparagraph(b)(9)shall enter into any contract or transact anybusinessinwhich that personora member of the immediate family hasa financial interest,direct or indirectwith the city or any person oragencyactingforthecity,andanysuch contract, agreement orbusiness engagement entered inviolationofthissubsectionshall render the transaction voidable. Willful violation of this subsection shall constitute malfeasance in office and shall affect forfeiture of office or position.Nothinginthissubsection shall prohibit or make illegal: (1)Thepaymentoftaxes,special assessments orfeesforservicesprovidedbythecitygovernment; (2)Thepurchaseofbonds,anticipationnotesor other securities that maybeissuedby the citythrough underwriters or directly fromtimetotime. Waiver of prohibition.The requirements ofthissubsectionmaybewaivedforaparticular transaction onlybyfour affirmative votesofthecitycommissionafterpublichearingupon finding that: (1)Anopen-to-allsealedcompetitiveproposalhasbeensubmittedbyacitypersonasdefinedinparagraphs (b)(2), (3)and(4); (2)Theproposalhasbeensubmittedbyapersonorfirm offering serviceswithinthescopeofthepracticeof architecture,professionalengineering,orregisteredland surveying,asdefinedbythelawsofthestateand pursuant totheprovisionsof the Consultants'Competitive NegotiationAct,andwhen the proposalhasbeen submittedbyacitypersondefinedinparagraphs(b)(2),(3)and(4); (3)The property orservicestobeinvolvedinthe proposed transaction areuniqueand the citycannotavailitself ofsuch property or services without entering a transaction which would violatethis subsection butfor waiver of its requirements;and (4)Thatthe proposed transaction willbeinthebest interest ofthecity. Thissubsectionshallbeapplicableonlyto prospective transactions,andthecitycommissionmayinnocaseratifya transaction entered in violation of this subsection. Provisions cumulative.This subsection shallbetakentobecumulativeandshallnotbe construed toamend or repeal any other lawpertainingtothesame subject matter. (d)Furtherprohibitionon transacting businesswiththecity. Thomas F.Pepe 02-23-15 23 Nopersonincludedinthetermsdefinedinparagraphs (b)(1)through(6)andinparagraph(b)(9)shall enter into any contract or transact anybusinessthroughafirm,corporation,partnershiporbusinessentityinwhich that person orany member oftheimmediate family hasacontrolling financial interest,direct or indirect,with the city or anyperson or agencyactingfor the city,andanysuch contract,agreement orbusinessengagement entered in violationofthissubsectionshall render thetransaction voidable.Theremainingprovisionsofsubsection(c)will also beapplicabletothissubsectionasthough incorporated byrecitation. Additionally,noperson included intheterm defined in paragraph (b)(1)shall voteonor participate inanywayin anymatterpresentedtothecity commission ifthatpersonhasanyofthe following relationships withanyofthe personsorentitieswhichwouldbeormightbedirectlyorindirectlyaffectedbyanyactionofthecitycommission: (I)Officer,director,partner,ofcounsel,consultant,employee,fiduciary or beneficiary;or (2)Stockholder,bondholder,debtor,orcreditor,ifinanyinstancethetransaction or matter wouldaffect the person definedinparagraph (b)(1)inamannerdistinctfromthemannerinwhichitwouldaffectthepublic generally.Anyperson included intheterm defined in paragraph (b)(I)whohasanyofthe specified relationships orwho would or might,directly or indirectly,realize aprofitbytheactionofthecity commission shall notvoteon or participate inanywayin the matter. (E)Gifts. (l)Defmition.Theterm "gift"shall refertothetransferof anything ofeconomic value,whetherintheformof money,service,loan,travel,entertainment,hospitality,itemorpromise,orinany other form,without adequate andlawful consideration. (2)Exceptions.The provisions of paragraph (e)(1)shall not apply to: a.Political contributions specifically authorizedbystate law; b.Gifts from relatives or members ofone's household,unless thepersonisaconduiton behalf ofathirdpartyto the delivery ofagiftthatisprohibitedunder paragraph(3); c.Awards for professional or civic achievement; d.Material suchas books,reports,periodicals or pamphlets which are solely informational orofan advertising nature. (3)Prohibitions.A person described in paragraphs (b)(1)through (6)shall neither solicit nor demand any gift.Itis also unlawful foranypersonorentityto offer,give oragreeto give toanyperson included intheterms defined in paragraphs (b)(1)through (6),orfor any person included in theterms defined in paragraphs (b)(1)through (6)to acceptoragreetoacceptfrom another personorentity,anygiftfororbecauseof: a.An official public action taken,ortobe taken,or which could be taken,oran omission or failure totakea public action; b.A legal duty performed ortobe performed,or which could be performed,oran omission or failure to perform a legal duty; c.A legal duty violated ortobe violated,or which could be violated by any person included intheterm defined in paragraph (b)(1);or d.Attendanceorabsencefroma public meetingatwhich official actionistobetaken. (4)Disclosure.Any person included in theterm defined in paragraphs (b)(1)through (6)shall disclose any gift,or seriesof gifts from anyone personor entity,having a value inexcessof $25.00.The disclosure shall bemadeby filing acopyofthedisclosureformrequiredbychapter 112,Florida Statutes,for "local officers"with the city clerk simultaneously with the filing ofthe form with the clerk ofthe county and withthe FloridaSecretaryofState. (f)Compulsory disclosure byemployeesof firms doing business withthecity. Should any person included in theterms defined in paragraphs (b)(1)through (6)be employed by a corporation, firm,partnership or business entity in which thatpersonorthe immediate family doesnot have a controlling financial interest,and should the corporation,firm,partnership or business entityhave substantial business commitments toor from the city or any city agency,orbe subject todirect regulation bythe city oracity agency, thentheperson shall file aswornstatement disclosing such employment andinterestwiththeclerkofthe city. (g)Exploitation of official position prohibited. Noperson included intheterms defined in paragraphs (b)(l)through (6)shall corruptlyuseorattempttousean official position tosecure special privileges or exemptions forthatpersonorothers. (h)Prohibitiononuse of confidential information. Noperson included intheterms defined in paragraphs (b)(1)through (6)shall accept employment or engage in anybusinessor professional activity which onemight reasonablyexpectwouldrequireorinduceoneto disclose confidential information acquiredbyreasonofan official position,nor shall thatpersoninfactever disclose confidential information garneredor gained throughan official position withthe city,nor shall thatpersoneverusesuch information,directly or indirectly,forpersonal gain or benefit. Thomas F.Pepe 02-23-15 24 (i)Conflicting employment prohibited. No person includedinthe terms definedinparagraphs (b)(1)through(6)shall accept other employmentwhich wouldimpair independence of judgment in the performance ofanypublicduties. (j)Prohibition on outside employment. (1)Nopersonincludedinthe terms definedinparagraphs(b)(6)shallreceiveanycompensationforservicesasan officer or employee of the cityfromany source other than the city,except asmaybe permitted asfollows: a.Generally prohibited.Nofull-timecityemployeeshallacceptoutsideemployment,either incidental,occasional or otherwise,where citytime,equipment or materialistobeused or where such employment or any part thereof is to be performed oncitytime. b.When permitted.Afull-timecityemployeemay accept incidental or occasional outside employmentsolongas such employment isnot contrary,detrimental or adversetothe interest of the city or anyofits departments and theapproval required insubparagraphc.isobtained. c.Approvalof department headrequired.Anyoutsideemploymentbyanyfull-timecityemployeemustfirstbe approved inwritingbythe employee's department headwhoshallmaintaina complete record ofsuch employment. d.Penalty.Anypersonconvictedofviolatinganyprovisionofthissubsectionshallbepunishedasprovidedin section I-I I ofthe Code ofMiami-Dade County and,inadditionshallbesubjecttodismissalbytheappointing authority.Thecitymayalsoassessagainstaviolatorafinenotto exceed $500.00andthecostsofinvestigation incurred by the city. (2)Allfull-timecityemployeesengagedinany outside employmentforanyperson,firm,corporation or entity other thanthecity,oranyofitsagenciesorinstrumentalities,shall file,underoath,anannual report indicatingthe source oftheoutsideemployment,thenatureoftheworkbeingdoneandany amount ofmoneyor other consideration receivedbytheemployeefromtheoutsideemployment.Cityemployee reports shallbefiledwith the cityclerk.The reports shallbe available atareasonabletimeandplaceforinspectionbythepublic.Thecity managermay require monthly reports from individual employees or groupsofemployeesforgood cause.. (k)Prohibited investments. Nopersonincludedinthetermsdefinedinparagraphs (b)(1)through(6)oramemberoftheimmediate family shallhavepersonalinvestmentsinany enterprise which will create asubstantialconflict between private interests andthepublic interest. (I)Certain appearances and payment prohibited. (1)Nopersonincludedinthe terms definedinparagraphs (b)(1),(5)and(6)shallappearbeforeanycityboardor agencyandmakea presentation onbehalfofathirdpersonwith respect toanymatter,license,contract, certificate,ruling,decision,opinion,rate schedule,franchise,or other benefit sought by the third person.Nor shall thepersonreceiveany compensation or gift,directly or indirectly,forservices rendered toathirdperson,who hasappliedfororisseeking some benefitfromthecityoracityagency,in connection withtheparticularbenefit sought by the thirdperson.Nor shallthepersonappearinany court or beforeanyadministrativetribunalas counselor legal advisortoapartywhoseeks legal relieffromthecity or acityagencythroughthesuitinquestion. (2)Nopersonincludedinthe terms definedinparagraphs (b)(2),(3)and(4)shall appearbeforethecity commission or agencyonwhich the personserves,either directly or through an associate,andmakea presentation onbehalfofathird person with respect toany matter,license,contract,certificate,ruling,decision, opinion,rateschedule,franchise,or other benefitsoughtbythethirdperson.Nor shallsuch person receiveany compensation orgift,directly or indirectly,forservices rendered to athirdpartywhohasappliedfor or isseeking somebenefitfromthecitycommission or agencyonwhichthepersonservesin connection withtheparticular benefitsoughtbythethirdparty.Norshallthepersonappearinany court or beforeanyadministrativetribunalas counselor legaladvisortoathirdpartywhoseeks legal relieffromthecitycommission or agencyonwhichsuch person servesthroughthesuitinquestion. (m)Actions prohibited whenfinancial interests involved. Nopersonincludedinthetermsdefinedinparagraphs(b)(I)through(6)shallparticipateinany official action directlyorindirectlyaffectingabusinessinwhich that personorany member oftheimmediate family hasa financial interest.A financial interest isdefinedinthissubsection to include,but not belimitedto,any direct or indirect interest inanyinvestment,equity,or debt. (n)Acquiring financial interests. Nopersonincludedinthe terms definedinparagraphs (b)(1)through(6)shallacquirea financial interest ina project,business entity or property atatimewhen the person believes or has reason to believe that the financial interest maybedirectlyaffectedby official actionsorby official actionsbythecity or cityagencyofwhichthe personisan official,officer or employee. (0)Recommending professional services. Thomas F.Pepe 02-23-15 25 No person includedinthe terms definedinparagraphs (b)(1)through(4)may recommend theservicesofany lawyer or lawfirm,architect or architectural firm,publicrelations firm,or any other person or firm,professional or otherwise,toassistinany transaction involving the cityoranyofitsagencies,provided that a recommendation may properly bemadewhen required tobemadebythedutiesof officeandinadvanceata public meetingattendedby other city officials,officers oremployees. (p)Continuing application after city service. (1)Noperson included intheterms defined in paragraphs (b)(1),(5)and(6)shall,foraperiodoftwoyearsafter hisorhercityserviceoremploymenthasceased,lobbyanycity official [asdefinedinparagraphs (b)(1)through (6)]in connection withany judicial,or other proceeding,application,RFP,RFQ,bid,requestfor rulingor other determination,contract,claim,controversy,charge,accusation,arrest or other particularsubject matter inwhichthecity or oneofitsagenciesisapartyorhasany interest whatever,whether direct or indirect. Nothing contained inthis subsection shall prohibitany individual from submitting aroutine administrative request orapplicationtoacity department or agency duringthetwo-yearperiodafterhisorherservicehasceased. (2)The provisions ofthe subsection shall not apply to persons who become employed by governmental entities, 501(c)(3)non-profit entities or educational institutions or entities,andwho lobby on behalf ofthoseentitiesin their official capacities. (3)The provisions ofthis subsection shall apply to all persons described in paragraph (p)(l)whose city serviceor employment ceased after the effectivedateof the ordinance fromwhichthissectionderives. (4)No person described in paragraph (p)(l)whose city service or employment ceased within two years priorto the effective dateof this ordinance shall fora period oftwo years after his orher service or employment enter intoa lobbying contractto lobby any city official in connection with,any subject described in paragraph (p)(l)in which thecityoroneofits agencies isapartyorhasanydirectand substantial interest;andin which heorshe participated directly or indirectly through decision,approval,disapproval,recommendation,the rendering of advice,investigation,or otherwise,during his orher city service or employment.A person participated "directly" whereheorshe was substantially involved in the particular subject matter through decision,approval,disapproval, recommendation,the rendering of advice,investigation,or otherwise,during his orher city service or employment.A person participated "indirectly"where heor she knowingly participated in any way in the particular subjectmatter through decision,approval,disapproval,recommendation,the rendering of advice,investigation,or otherwise,during his orher city service or employment.All persons covered by this paragraph shall executean affidavit ona form approved bythe city attorney priorto lobbying any city official attesting thatthe requirements ofthis subsection donot preclude theperson from lobbying city officials. (5)Any person who violates this subsection shall be subject tothe penalties provided in section 8A-2(p). (q)City attorney torenderopinionsonrequest. Whenever any person included in the terms defined in paragraphs (b)(1)through (6)and paragraph (b)(9)is in doubtastotheproperinterpretationor application ofthis conflict ofinterestandcodeofethics ordinance,or whenever any person whorenders services tothe city is in doubtastothe applicability ofthe ordinance that person,may submit tothe city attorney a full written statement ofthe facts and questions.The city attorney shall then renderan opinion to such person and shall publish these opinions without use ofthe name ofthe person advisedunlessthepersonpermitstheuseofaname, (Ord.No.6-99-1680,§2,3-2-99) Editor's note-Ord.No.6-99-1680,§I,adopted 3-2-99,repealed §§8A-1 and 8A-2 in their entirety and replaced them withnew§§ 8A-I and 8A-2.Former §§8A-I and 8A-2 pertained to declaration of policy and definitions,respectively,and derived from Ord.No.634,§§I(IA-1),I (IA-2)adopted Jan.11,1969. END OF SECTION Thomas F.Pepe 02-23-.S 26 PRESENTATION TEAM DECLARATION/AFFIDVAIT OF REPRESENTATION This affidavitisnotrequiredfor compliance withthe City's Solicitation;however,itmaybeusedto avoid theneedtoregistermembersofyour presentation teamas lobbyists.Pursuantto City Ordinance28-14- 2206 (c)(9),anypersonwhoappearsasa representative foran individual orfirmforanoral presentation beforea City certification,evaluation,selection,technicalrevieworsimilarcommittee,shalllistonan affidavit provided bythe City staff,all individuals whomaymakeapresentation.The affidavit shallbe filed bystaffwiththe Clerk's office atthetimethecommittee's proposal issubmittedtothe City Manager.Forthepurposeofthissubsectiononly,thelistedmembersofthepresentationteam,with theexceptionofanyperson otherwise required toregisterasalobbyist,shallnotberequiredtopayany registrationfees.Nopersonshallappearbeforeanycommitteeonbehalfofananyoneunlessheorshe hasbeenlistedaspartof the firm's presentation team pursuant tothis paragraph orunlessheorsheis registeredwiththe City Clerk'sofficeasalobbyistandhaspaidallapplicablelobbyistregistrationfees. Pursuant to '92.525(2),Florida Statutes,the undersigned,,makes the following declaration under penalty of perjury: Listedbelowareallindividualswhomaymakea presentation onbehalfof the entity that theaffiant represents.Please note;Nopersonshall 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 haspaidall applicable lobbyist registration fees. NAME TITLE For the purpose ofthisAffidavitof Representation only,the listed members of the presentation team, with the exception ofany person otherwise required to register asalobbyist,shallnotbe required to payany registration fees.TheAffidavitof Representation shallbefiledwith the CityClerk'soffice at the time the committee's proposal is submitted to the Cityas part of the procurement process. Under penalties of perjury,I declare that I haveread the foregoing declaration and that the facts stated init are true andspecifically that the persons listed above are the members of the presentation team of the entity listed below Executed thisdayof ,20. Signature of Representative PrintNameandTitle Print name of entity being represented END OF SECTION Thomas F.Pepe 02-23-15 2? CONTRACT FOR SERGEANTS EXAM ADMINISTRATOR ITQ#PD2016-11 THIS CONTRACT,entered intothis 17_dayof August,2016.by the CITY OF SOUTH MIAMI through its Manager,both ofwhomshallbe hereinafter referred toas the "CITY" where applicable;locatedat6130Sunset Drive,SouthMiami,FL,E-mail: salexander@southmiamifl.govand Sawgrass Group.Inc.withanofficeand principal placeof businesslocatedat 5200NW 43rd Street.Suite102-278.Gainesville.FL 32606,and E-mail address of brent@thesawgrassgroup.com and Facsimile transmission number of 855/403- 6021 (hereinaftercalledthe "CONTRACTOR"). WITNESSETH: WHEREAS,the CITY isin need of SERGEANT'S EXAM ADMINISTRATOR:and WHEREAS,the CITY desirestoretain CONTRACTOR toprovide the required goods and/or servicesbasedon CONTRACTORS representations which reflect that CONTRACTOR is qualifiedandcapableof providing saidgoods and/or servicesinaprofessionalandtimely manner andin accordance with the CITY's goalsand requirements;and WHEREAS,CONTRACTOR has agreed to provide the required goods and/or services in accordance with the terms and conditions set forth herein. NOW,THEREFORE,in consideration of the mutual covenants and agreements herein contained,the parties agree as follows: 1)Engagement ofContractor:Basedon the representations of CONTRACTOR asset outin the following"checked"documentsthe CITY herebyretains CONTRACTOR toprovide the goods and/or servicessetforthinsaidproposal,quote or response tosolicitation, whichever isapplicable,asmodifiedby the ContractDocuments,orasis otherwise set forthin the Contract Documents defined below (allofwhichis hereinafter referred to as the Work"). (Checktheboximmediatelypreceding the documentdescribedbelowtoindicatethatsuchdocumentispartofthis Contract) VContractor's response tothe CITY's written solicitation;or VContractor's proposal or quote,orif none, dAs described in paragraph 2below. 2)Contract Documents:The Contract Documents shall include this Contract and the following "checked documents",aswellasany attachments orexhibits that are made a part ofanyof the "checked documents". (Check the box Immediately preceding the document describedbelowtoindicate that such document ispartofthis Contract) •General Conditions to Contract, d Supplementary Conditions, d "Other Documents"referring tointhis Contract andsignedby the parties, V Solicitation documents ("hereinafter referred toas "Bid Documents" includingany request forbid,request for proposal or similar request) V Scope of Services, V Contractor's response tothe CITY's Bid Documents, V Contractor's proposal or quote, V CITY's Insurance &Indemnification Requirements, a Bonding of Employees (the term "employee",as used inthis Contract,shall include volunteers)-$1,000,000 d Payment Bond, d Performance Bond, This Contract and the General Conditions to Contract,Supplementary Conditions,the Solicitation,Scope of Servicesand "Other Documents",ifany are "checked documents",shall Page -1 -of 4 Thomas F.Pepe 2016 07/29/16 take precedent over the response to the CITY's Bid Documents,ifany,or the proposalor the quote,ifany.The "checked documents"are attached hereto and made a part hereof by reference. 3)Date of Commencement:CONTRACTOR shall commence the performance of the Work under this Contract on TBD or a date tobe specified inaNoticeto Proceed,or Purchase Order,(hereinafter referred to as the "Work Commencement Date"),and shall complete the performance hereunder within TBD daysor the lengthoftimeset forth in the Contract Documents,whichever is the shorter period oftime.Timeisof the essence. 4)Primary Contacts:ThePrimary Contact Personin charge of administering this Contract on behalf of the CITY is the City Manager ("Manager"),assistant Manager,or the Manager's designee,who shallbe designated ina writing signed by the Manager.The Primary Contact Person for CONTRACTOR and his/her contact information isas follows:Name:Brent Ransom e-mail:info@thesawgrassgropu.com;Fax:855/403-6021 Street Address:5200 NW 43 street Suite 102-278.Gainesville.FL 32606. 5)Scope of Services:The goods and/or services to be provided are as set forthin the "checked documents". 6)Compensation:The CONTRACTOR'S compensation for CONTRACTOR'S performance under the terms and provisions ofthis Contract,or CONTRACTOR'S payments in the event CONTRACTOR ispaying the Cityfor the uses of the CITY's property or services, (hereinafter referred to as the Contract Price)shallbe one of the following,as indicated by oneofthe following checked box,a $orasset forth in V CONTRACTOR'S response to the CITY's written solicitation,ifany,or,if none,then as set out in CONTRACTOR'S proposal or quote,the ScopeofServices,or as set forthin,ormodifiedby, one of the Contract Documents,whichever is applicable. 7)Hours of Work:In the event that this Contract requires the performance of services,itis presumed that the costof performing theWork after regular workinghours,and on Sunday and legal holidays,is included in the Contract Price.However,nothing contained herein shall authorize workondaysandduring hours that are otherwise prohibited by ordinance unless specifically authorized or instructed in writing by the City Manager,the Manager's assistant or designee. 8)Time Provisions:The term of this Contract shall commence on the Work Commencement Date and shall continue for one (1)year oruntilit expires on TBD,or unless earlier terminated according to the Contract Documents.Notwithstanding the foregoing,this Contract maybe extended byan additional one (1)year period if the extension isinwriting and signed by the City Manager.An extension of the term ofthis Contract is at the CITY's sole and absolute discretion. 9)Termination:This Contract maybe terminated without cause by the CITY with30 daysof advanced written notice.Thisprovision supersedes and takes precedence overany contrary provisions for termination contained in the Contract Documents. 10)Applicable Law and Venue:Floridalawshall apply to the interpretation and enforcement ofthis Contract.Venueforall proceedings shallbein Miami-Dade County, Florida. 11)Dutiesand Responsibilities:CONTRACTOR shallcomplywithall applicable laws, ordinances,codes,rules,regulations,and health and safety standards ofany governmental bodyhaving jurisdiction over any matter related tothis Contract or the goods and/or services tobe performed hereunder,andshall commit no trespass onany private property in performing any of the work embraced by this Contract.Each and every provision and/or clause required bylaw to be inserted in this Contract shall be deemed tobe inserted herein andthis Contract shallbe read and enforced asthoughsuchprovisions and/or clauses were included herein. Page-2-of 4 Thomas F.Pepe 2016 07/29/16 12)ChangeOrders:No additional Workor extras shallbe done unless the same is dulyauthorizedinwritingandin advance oftheworkby appropriate actionbytheCity Manager and in accordance with the Contract Documents. 13)LicensesandCertifications:Contractorshall secure all necessary businessand professionallicensesatitssoleexpensepriortoexecutingthisContractorcommencing the Work. 14)Insurance,Indemnification&Bonding:CONTRACTOR shallcomplywiththe insurance,indemnification and bonding requirements set forthin the Contract Documents. 15)LiquidatedDamages:In the event that CONTRACTOR shallfailtocomplete the Workwithin the time limit set forthin the Contract Documents,or the extended time limit agreed upon,in accordance with the procedure asmoreparticularly set forthin the Contract Documents,liquidated damages shallbepaidatthe rate of$N/A dollarsperdayuntil the Work is completed. 16)JuryTrialWaiver:The parties waivetheir right tojurytrial. 17)Entire Agreement,Modification,and Non-waiver:The Contract Documents constitutetheentireagreementofthepartiesandsupersedesanyprioragreements,written ororal.TheContractDocumentsmaynotbemodifiedor amended exceptinwriting,signedby bothpartiesheretoandifthisContractisrequiredtobeapprovedbytheCity Commission,all amendments thereto mustbeapprovedinthesamemannerandwith the sameformalityas thisContract.TheContractDocuments,ingeneral,andthis paragraph,inparticular,shallnot bemodifiedor amended byanyactsoromissionsoftheparties.Nofailuretoexerciseandno delayinexercisinganyright,power orprivilegeshall operate asawaiver.Nowaiverof the Contract Documents,inwholeorpart,includingtheprovisionsofthis paragraph,maybe implied by any actor omission. 18)Public Records:CONTRACTOR and all ofitssubcontractorsarerequiredto comply with the public records,law(s.119.0701)while providing goods and/or servicesonbehalfof the CITY andthe CONTRACTOR,undersuchconditions,shallincorporatethisparagraphinall ofitssubcontractsforthisProjectandshall:(a)Keep andmaintain public recordsrequiredby the publicagencyto perform the service;(b)Upon request from the publicagency'scustodian ofpublicrecords,provide the publicagencywithacopyof the requested records orallow the records tobe inspected or copied within a reasonable time ata cost that does not exceed the costprovidedinthis chapter oras otherwise providedbylaw;(c)Ensure that publicrecords that are exempt or confidential and exempt frompublic records disclosure requirements are notdisclosedexceptasauthorizedbylawforthedurationoftheContracttermand following completion of the Contract if CONTRACTOR doesnot transfer the records to the public agency;and(d)Uponcompletionof the Contract,transfer,atnocost,to the publicagencyall publicrecordsinpossessionof CONTRACTOR of keepandmaintainpublicrecordsrequiredby the publicagency to perform the service.If CONTRACTOR transfers allpublicrecordsto the publicagencyuponcompletionoftheContract,CONTRACTOR shalldestroyanyduplicate publicrecords that areexemptorconfidentialandexemptfrompublicrecordsdisclosure requirements.If CONTRACTOR keeps and maintains public records upon completion of the Contract,CONTRACTOR shall meet allapplicable requirements for retaining publicrecords.All records stored electronically must be provided.to thepublicagency,upon request from the publicagency's custodian ofpublic records,in'a format that is compatible with the information technology systems of the public agency. IF CONTRACTOR HAS QUESTIONS REGARDING THE APPLICATION OF CHAPTER 119,FLORIDA STATUTES,TO THE CONTRACTOR'S DUTY TO PROVIDE PUBLIC RECORDS RELATING TO THIS CONTRACT,CONTACT THE CUSTODIAN Page-3-of 4 Thomas F.Pepe2016 07/29/16 OF PUBLIC RECORDS AT 305-663-6340;E-mail: mmenendez@southmiamifl.gov;6130 Sunset Drive,South Miami,FL .33143. 19)BackgroundScreening.All personnelandvolunteers that will provideanyservice with vulnerable persons,as defined inSection 435.02,Fla.Stat.,involving the Cityorits Agencyinsuch related activityorwhomayhaveaccess to secure orsensitiveareasof the City, must bein compliance withLevel II Background Screening and fingerprinting requirements as per,Florida Statute Ch.435priorto the scheduled start of any employee or volunteer. CONTRACTOR shall prevent anyandallofits personnel,including volunteers,from engaging in anysuch related activities without havingpasseda background screeningto the satisfactionof the City.Aviolationofthis requirement shallconstituteasubstantialbreachofthisContract. 20)DrugFree Workplace.CONTRACTOR shallcomplywith the DrugFreeWorkplace policy set forthin the CityofSouthMiami'sPersonnelManualwhichis made a part ofthis Contract by reference. 21)Transferand Assignment.Noneof the workorservices under thisContractshall be subcontracted or assigned without prior written consent from the CITY whichmaybe denied without cause. 22)Notices.Allnoticesgivenor required underthisContractshallbe deemed sufficientif sent bya method that provideswrittenevidenceofdelivery,includinge-mailand facsimile transmission and delivered to CONTRACTOR or his designated contact person. Return ofmail,sent to the address contained herein for the parties or their contact persons, as not deliverable or for failure to claim the mail shall be deemed received on the date that the mail is returned to sender. INWITNESS WHEREOF,the parties,have executed this Contract,onor before the date first above written,withfull knowledge ofits content andsignificanceand intending to belegally bound by the terms hereof. Sawgrass Group,Inc. By:f y\Ast\/uuM^./A^^^^M/,By:W,tneSS^''l*w*J>.Wk-(L Bv:y^^^V CfrO [name of signatory] ATTESTED:CITYOF SOUTH MIAMI By::By: Maria Menendez Steven Alexander CityClerk City Manager Read and Approved astoForm,Language, LegalityandExecutionThereof: By:. City Attorney Thomas F.Pepe 2016 07/29/16 Page-4-of 4 i CONTRACTORS PROPOSAL SERGEANT'S EXAM ADMINISTRATOR ITQ#PD2016-11 ITQ PR2016-11 Sergeants Exam Administrator NOTE:RESULTS ARE NOT FINAL UNTIL AN AWARD RECOMMENDTION BY THE CITY MANAGER Bidder Lump Sum Bid Price Non Coll. Affidavit Public Entity Crimes and Conflicts of Interest Drug free Workplace OSHAStds Fed.State Listings Related Party Presentation Declaration Insurance Condition of Award Signed Contract Sun Biz Sawgrass Group $20,000.00 X X X x X X X X X X PROPOSAL SouthMiamiPoliceDepartment Police Sergeant Promotional Process August 10th,2016 Prepared By: The Assessment Center Miami Dade College -School of Justice 11380 NW 27th Avenue,Suite8324 Miami,Florida 33167-3495 P:305.237.8012 F:305.237-1807 lguinov@mdc.edu Cityof South Miami-2016 Sergeant Promotional Process TABLE OF CONTENTS Table of Contents PART I-MIAMI DADE COLLEGE ASSESSMENT CENTER DESCRIPTION 3 PART II-SCOPE OF SERVICES 1 PART III-PRIOR EXPERIENCE 7 PART IV-QUALIFICATIONS 14 PART V-COST 20 1|Page Cityof South Miami-2016 Sergeant Promotional Process August 10th,2016 South Miami Police Department Chief Rene Landa 6130 Sunset Drive South Miami,FL 33143 Miami Dade College's Assessment Center presents to the City ofSouth Miami its proposal of our approach to partner with the Police Department for the upcoming promotional process involving the rank of Police Sergeant. We present our methodology to demonstrate thatweare fully prepared to meet and exceed all ofthe personnel selection objectives discussed during our meeting.Our methodology complies with testing guidelines and professional standards set forth by the Uniform Guidelines on Employee Selection Procedures,the Principles for the Validation and Use ofPersonnel Selection ofthe Society for Industrial and Organizational Psychology (SlOP),and the Guidelines and Ethical Considerations for Assessment Center Operations, Our objective isto meet all ofthe Department's needs in conducting a fair and valid promotional process.Our services will include: Review ofjob analyses for the rank of Sergeant Review of bibliographies (reading lists)currently used asthe basis of job knowledge tests and recommendations for revisions Conduct general orientation session for Sergeant candidates Development of written examination Development ofan assessment exercise (BADGE) Administration of all exercises and tests developed Recruitment,screening,selection and training ofassessors Oversight ofthe evaluation process Preparation and delivery of results Provision ofperformancefeedbacktocandidates Additionally,Miami Dade College will assist the Department in addressing any concerns,requests and questions regarding the entire promotional process.Thank you for your time and for the opportunity to provide this service to your Department.If you haveany questions pleasedonot hesitate to contact usat 305-237-1675,or via e-mail at rgomezl 0@mdc.edu or knewness@mdc.edu Sincerely, Lisa M.Guinovart Assessment Center Director 21Pag e Cityof South Miami-2016 Sergeant Promotional Process PART I -MIAMI DADE COLLEGE ASSESSMENT CENTER DESCRIPTION BACKGROUND The School of Justice Assessment Center (Assessment Center)hasan unparalleled depth and breadth of experience in public safety assessment ranging from entry level to chiefs level positions.The Assessment Centeris fully prepared tomeetorexceed all ofthe personnel selection objectives ofthe communities. TheAssessmentCenterwascreated in 1981 by Special ResponseFunds from the Law Enforcement Assistance Administration (LEAA)and for nearly 30 years,has provided comprehensive selection and promotional assessmentservicestoa variety of public safetyagencies nationwide.Backed by Miami Dade College,an education landmark in South Florida with a long and stable history,the Assessment Center shares in a long-standing tradition of excellence.We have assessed over 22,000 individuals for various positions in public safetyandhaveearneda solid reputation of integrity among public safetyagencies.Since 1985,the Assessment Centerhasassisted city and county managers in external recruitment for chiefs of police andother executive positions suchas directors of corrections,finance,public works,anddatasystems. The Assessment Center hasthe experience and resources to conduct job analyses,develop and implement job-relevant exercises,evaluate records,and analyze performance dataforany public safety position. Testing programs are tailored to individual agencies'needsandrange from content-valid written testsand assessment-based oral boardsto full-scale,complex assessmentcentersthat include telecommunications equipment and multimedia. The Assessment Centerservesasa model for the development ofotherassessment centers throughout the United Statesand internationally.Prompted bythe Center's successful record of accomplishment,agencies including the Federal Bureau of Investigations (FBI)and the London Metropolitan Police have benchmarked with our programs to establish similar assessment programs.TheCenterhasalso collaborated with law enforcement departments to provide training programs for their personnel toserveasassessors in our record evaluation processes. Maintaining a long standing working relationship with thelaw enforcement community,theCenterhas developed and implemented over 170 assessment programs nationwide,primarily in law enforcement testing.The Center has served over 25 agencies in thestateof Florida,many ona continuing basis.All entry level and promotional assessments for the Miami-Dade Police Department have been conducted by the Assessment Center since 1983.The Center has also served agencies in thestatesof Virginia,South Carolina,North Carolina,Alabama,andNebraska. The Assessment Center is staffed bya director,two assessment analysts,five full-time and part-time administrative staff members and two contracted Psychologists.Our team of dedicated professionals,with 31Pag e Cityof South Miami-2016 Sergeant Promotional Process advanced degrees in the behavioral sciences and extensive experience in assessment,strive to develop customized solutions tomeetyour personnel selection andassessment needs. COMPANY PROFILE (1)Company Contact Information:(2)Authorized Representative Name,Title, Address,and Phone Number: Miami Dade College,North Campus School of Justice Assessment Center 11380 NW 27^Avenue)Room 8324 Miami,FL33167 Phone:(305)237-1476 Fax:(305)237-1858 (3)History: Raimundo Socorro,Ph.D.,Schoolof Justice Director Miami Dade College,North Campus School of Justice 11380 NW27thAvenue,Room #8310 Miami,FL33167. Phone:(305)237-1508 (4) Miami Dade College was established in 1959.It isa multi-campus,four-year,state-supported college with eight campuses and numerous outreach centers.Miami Dade College is nationally recognized asonethe largest and best colleges in the country.It is governed bya seven-member District Board of Trustees anda college president.The Miami Dade College School of Justice Assessment Center was established in 1981 with Special Response Funds from the Law Enforcement Assistance Administration to provide personnel selection services for public safety. Contract Team: Lisa M.Guinovart,MS -Assessment CenterAssociate Director Kerry Newness,Ph.D.-Assessment Analyst Recia Gomez,MS -Assessment Analyst (5)Accreditations: Miami Dade College is accredited bythe Commission on Colleges ofthe Southern Association of Colleges and Schools. 4|Pag e City of South Miami -2016 Sergeant Promotional Process ORGANIZATIONAL CHART Dr.Richard Zonderman I Contract Psychologist TESTING AND VALIDATION 1 General Testing and Training r .Kerry Newness Assessment Analyst Recia Gomez AssessmentAnalyst Maria Gonzalez Test Proctor ADMINISTRATIVE Hazel Lezuma 5lda Eguigure iram Specialist Shirley Jacques Part-Time Paraprofessional City of SouthMiami-2016 Sergeant Promotional Process PART II -SCOPE OF SERVICES The City of South Miami Police Department is seeking a qualified consultant to provide the following services in relation to promotional testing for the rank of Police Sergeant: Review of job analyses for the rank of Sergeant Review of bibliographies (reading lists)currently used as the basis of job knowledge tests and recommendations for revisions Conduct a general orientation session for Sergeant candidates Development of written examination Development of an assessment exercise (BADGE) Administration of all exercises and tests developed Recruitment,screening,selection and training of assessors Oversight ofthe evaluation process Preparation and delivery of results Provision of performance feedbackto candidates SUBJECT MATTER EXPERT PANEL The development ofthe assessment exercises will involve a content validity strategy and will comply with professional standards for personnel.selection as well asthe Department's applicable rules and regulations and collective bargaining agreements.The validation process will involve theuseof subject matter experts (SMEs)from the South Miami Police Department.All SME panels described in this response will meetthe following requirements: •SME panel collectively represents the demographics ofthe employee population with respect to gender,age,race,yearsof experience,etc. •SMEs must be experienced and active in the target position (e.g.SMEs should not beon probationary statusor should notbe temporarily assigned tothe position).At least one year of job experience in the target rank is required toserveasa SME. •SME panel collectively represents various functional areas and/or shiftsofthe target rank. •SME panel must include approximately 10%to 20%supervisors ofthe target rank. SECURITY PLAN Test security isa fundamentally important consideration for all testing programs developed and administered bytheAssessment Center.Security isof vital importance tothe integrity ofthe overall system.The methodology usedbytheAssessment Center involves a promotional testing procedure that City of South Miami -2016 Sergeant Promotional Process minimizes the risk oftest exposure.However,there remains anissueoftest security.The Assessment Center has many safeguards in place to maintain the security ofexercises,checklists,and related test materials. Subject Matter Expert Security Subject Matter Expert (SME)panels are structured touse progressively higher levels ofexpert review.Job incumbents are used for initial development work (e.g.Job Analyses and Critical Incident Reports).Personnel ator above the respective rank areused for exercise refinement.All SME panel members are required to signify their consent to abide by all Assessment Center procedures by signing security/confidentiality agreements that detail security and confidentiality procedures.All SME panel meetings are conducted in restricted access environments.All SME notesare collected after each meeting. It isthe position ofthe Assessment Center that agencies should communicate their firm commitment to protect and preserve the integrity of systems developed to facilitate the mobility of personnel up theranks within their organization. All agenciesservedbytheAssessment Center are strongly encouraged to include in their standard operating policies and procedures a clearly articulated position outlining the obligation of their agency personnel to maintain the security and confidentiality of testing processes.Thesetest security measures help ensure that all materials related toa specific assessment center are tightly controlled and accounted for at all times,andthat SMEs clearly understand the criticality of keeping test materials confidential. Physical Security During the development,administration,andfeedback stages ofan assessment center, all test exercises and related materials are secured bythe Assessment Center in a restricted-access facility located in the School of Justice.This facility is located within an alarmed areaofthe School of Justice.Only Assessment Center staff members haveaccesstothis facility.During the evaluation stageofan assessmentcenter,all testexercisesand related materials aresecuredinarestricted-access facility located atthe evaluation site.AssessmentCenter personnel supervise the transport oftest exercises and related materials toand from test development and/or evaluation sites. In addition,all ofourtest materials are duplicated in-house atthe Miami Dade College North Campus Copy Center.During duplication,the Copy Center closes its doors tothe entire campus to work exclusively on the Center's job requests.A Center staff member remains physically present atthe Copy Center until the duplication is complete.The staff member then transports the documents back totheCenter for storage in the vault until test administration. Computer Security All testexercise development is conducted within the confines ofAssessment Center. AssessmentCenter personnel aretheonlyusersofthese computers.The computers havesecured casingsandare password protected.Multiple layers of security,including a firewall,protect the restricted computer network. Administration Security Assessment Center personnel supervise all AssessmentCenter activities. Candidates arenot permitted to bring any notes,books,supplies,or communication devices tothe testing 2|Pag e City of South Miami-2016 Sergeant Promotional Process site.All candidates are given a standard setof supplies for testing purposes.In order to minimize the exposure oftest exercises,stringent measures are applied tothe development oftest administration schedules.All test components have a maximum exposure time of one day.Where necessary,candidates are sequestered to avoid the likelihood of information sharing that could compromise test security. 31Pag e City of South Miami -2016 Sergeant Promotional Process JOB ANALYSIS The Assessment Center will review the current Police Sergeant job analyses to determine the comprehensive range of aptitudes,skills,abilities,and other traits required,in order to identify candidates bestsuitedto perform successfully in thetarget positions. WRITTEN EXAMINATION DEVELOPMENT The Assessment Center will develop a 110-item multiple-choice written exam for the rank of Sergeant, using source materials selected by the South Miami Police Department.Each item will include an answer key and the appropriate source citation (including page number)for eachtest item.The written tests will be submitted for review bya SME panel.SMEs will be presented with written test items created by the Assessment Center for review and will decide collectively,under the guidance ofa professional Assessment.Centerstaff member,whether items should be included ontheexamsonthebasisof clarity, relevance,and level of difficulty.Items approved bythe SME panel will be included written aptitude tests. The written test will includeacandidatetest booklet andanannotatedkey. ASSESSMENT CENTER EXERCISE DEVELOPMENT Development ofassessment center exercises will follow a content validity approach as permitted by the Uniform Guidelines on Employee Selection Procedures.The Assessment Center will requestthe participation of multiple SME panels for eachassessment exercise.In orderto provide customassessment center exercises tothe South Miami Police Department,SMEs will beaskedabout meaningful situations (critical incidents)they have experienced onthe job which will provide the foundation for the exercises.The specific natureofexercisetasks will be fine-tuned overaseriesof SME meetings.Asa final step in the exercise development process,SMEs will provide information onthe scoring criteria that should beused for each exercise.AssessmentCenter professional staffmembers will usethis information tocreatethe rating tools andother relevant materials tobeused for scoring byassessorteams. During the entire exercise development process,the highest priority will be placed on ensuring thejob relatedness ofthetest instruments andon fostering the perception of fairness.Ourprocessis grounded on a content validation strategy thatguarantees job-relatedness. The following exercises will be developed for the rank of Sergeant. All exercises developed arethe property of Miami Dade College BADGE Exercise In the Behavioral Assessment Dimension Guided Exercise (BADGE),job-relevant scenarios (typically 3-4) ofan immediate and dynamic nature are presented verbally by atest proctor.Job-relevant scenarios may include a Critical Incident,Citizen Complaint,Personnel Issue,Employee Counseling,Disciplinary 4lPage City of South Miami -2016 Sergeant Promotional Process Procedures,Use of Force,etc.Candidates respond to each scenario orally and are videotaped.Candidate video-audio taped responses are rated bya team of three assessors ata later time. CANDIDATE ORIENTATION SESSION The Assessment Center will facilitate a candidate orientation session for the rank of Sergeant.Candidates will be provided with an overview of the testing process and with information regarding each exercise module and dates,times and locations for each component of the process.Additionally,candidates will receive an orientation/preparation guide with helpful hints.Candidates will also have the opportunity to ask questions atthe end ofthe session.The Assessment Center will provide the venue,handouts and other necessary materials for the orientation. WRITTEN EXAMADMINISTRATION&EVALUATION Before thetest begins,candidates will be required to provide photo ID,sign in,and sign a copy ofthetest rules.The examination will be timed and once the allotted time frame expires,candidate answer sheets will be collected and sealed for scoring bytheAssessment Center. Item appeals will be handled in compliance with collective bargaining agreement requirements.Item appeals will be reviewed bya SME panel under the guidance of Assessment Center professional staff to evaluate the merits ofthe appeal and make decisions on whether the appeal should be upheld or denied. The Assessment Center will prepare written response to candidates regarding their appeals. Additionally,the Assessment Center will conduct an item analysis to identify the existence of technically flawed items.Points will be awarded for items meeting pre-determined item analysis criteria for exclusion to all candidates unless otherwise requested bythe Department. Candidates will be notified regarding their written test scores prior to undergoing the assessment portion of the promotional process.There will bea cut-off score onthe written examination as requested and determined bythe Department.Candidates are required tomeet this cut-score score to proceed tothe Assessment (BADGE)exercise ofthe promotional process. TheAssessment Center will provide the venue,proctors,and materials necessary for the written exam administration. ASSESSMENT EXERCISE ADMINISTRATION All assessment exercises will be administered individually and separately. To avoid exposureoftest materials orthe development of multiple or alternate exercise versions, candidates maybe held over for extended periods. Prior toexercise administration,candidates will receivea Candidate Test Notification Letterwhich will include the report dates,times,and locations for each promotional process activity.Ontest administration 5|Pag e Cityof South Miami -2016 Sergeant Promotional Process days,candidates will be required togo through a sign-in process.As part of this process,candidates will be asked to provide photo identification and will be assigned a candidate number.Lastly,candidates will be required to sign a copy ofthetest rules and will receive a brief orientation.Candidates maybe held overfor extended periods before andafter undergoing an exercise. The Assessment Center will provide the venue,all test materials and supplies,recording equipment and staffnecessaryforthe administration ofthe assessment exercise. ASSESSMENT EXERCISE EVALUATION The panel ofassessors evaluating thecandidates shall beatthe rank ofSergeantorabove,from communities of comparable sizeand demographics tothe South Miami Police Department. Assessors will receive one full dayof training bythe Assessment Center onthe specific portion ofthe assessment assigned to them.As part ofthe training,assessors will learn how totake behavioral observation notes and will learn how tousethe rating tools and apply the scoring benchmarks.This will enablethe trainer togaugethe level of proficiency oftheassessorsandaddressanyareas needing improvement or clarification. Assessors will work inteamstoevaluatecandidate records.Each assessor onthepanel will first evaluate candidate performance independently.After all scoring is complete,assessors will discuss ratings toreach consensus.Once theyhave completed their ratings andconsensus discussion,evaluation materials produced bythe assessors will undergo a rigorous two-part review bytheAssessmentCentertoensure thatthe records were evaluated according tothe guidelines discussed during training.Records not meeting standardsare returned tothe assessor teamfor review and correction.Oncea record passes the review process satisfactorily,the record isstored.Thisprocess will continue until allrecordsareevaluatedand properly reviewed. The Assessment Center will provide materials supplies,media equipment staff,and external assessors. RESULTS &TECHNICAL REPORTS The Assessment Center will provide final candidate result packages tothe South Miami Police Department. Packages will include,butarenot limited to:Statistical summaries including raw scores,means,and standard deviations.The Assessment Center will provide the score report within thirty (30)calendar days after administering thelast testing process.Candidates will be given an individualized feedback report including strengths and weaknesses as well as graphs illustrating their performance across exercises and in comparison to group average. 6|Page City of South Miami-2016 Sergeant Promotional Process PART III-PRIOR EXPERIENCE REFERENCES CLIENT REFERENCE INFORMATION Client:North Miami Police Department Name:Leonard Burgess Title:Chief of Police Address:700 NE124 Street,North Miami,FL 33161 Contact Person:Jorge Manresa Title:Police Administrator Telephone:(305)891-0294 Date Test/Assessment Centers AvailableforClient'sUse:Fall2015 Number of Client's Full-Time Sworn Employees in the Police Department:Approximately 150 Narrative of Services Performed: We developed,administered,and evaluated written examinations and assessment exercises for the following ranks: •Police Sergeant Exercises were customized for each testing program to reflect the actual demand of the target positions. Exercises designed for North Miami Police Department included: •Written Exams •In-Basket Exercises (Computerized) •Role-Play Interactive Exercises •BADGE Exercises Exercise development follows a content-validity strategy in accordance with Uniform Guidelines on EmployeeSelection. City of South Miami-2016 Sergeant Promotional Process CLIENT REFERENCE INFORMATION Client:CoralGablesPoliceDepartment Name:Edward Hudak Title:Chief of Police Contact Person:Michael Miller Title:Assistant Chief Telephone:305-460-5420 (Office) Date Test/Assessment Centers Available for Client's Use:Fall 2015 Number of Client's Full-Time Sworn Employees in the Police Department:Approximately 200 .Narrative of Services Performed: The Assessment Center has been providing entry level and promotional testing services for the Coral Gables Police Department (CGPD)continuously since 2001.We developed,administered,and evaluated testing programs for the following ranks: •PoliceSergeant •Police Lieutenant Exercises were customized for each testing program to reflect the actual demand ofthe target positions. Exercises designed for CGPD include: Written Exams In-Basket Exercises (Computerized) Role-Play Interactive Exercises Situational JudgmentTests Oral Presentation Exercises Strategic Planning Exercises Exercise development followed a content-validity strategy in accordance with Uniform Guidelines on Employee Selection. 8|P ag e City of South Miami -2016 Sergeant Promotional Process CLIENT REFERENCE INFORMATION Client:North Miami BeachPoliceDepartment Name:William Hernandez Title:Chief of Police Telephone:(305)948-2995 Address:16901 NE 19th Avenue,North Miami Beach,FL 33162 Date Test/Assessment Centers Available for Client's Use:Spring 2016 Number of Client's Full-Time Sworn Employees in the Police Department:Approximately 150 Narrative of Services Performed: We developed,administered,and evaluated written examinations and assessment exercises for the following ranks: •Police Sergeant •Police Captain Exercises were customized for each testing program to reflect the actual demand ofthe target positions. Exercises designed for North Miami Beach Police Department included: •Written Exams •In-Basket Exercises (Computerized) •Role-Play Interactive Exercises Exercise development follows a content-validity strategy in accordance with Uniform Guidelines on Employee Selection. 9|P age City of South Miami-2016 Sergeant Promotional Process CLIENT REFERENCE INFORMATION Client:Miami GardensPoliceDepartment Name:Antonio Brooklen Title:Chief of Police Telephone:(305)474-1400 Address:18611 NW 27THAvenue,Miami Gardens,FL33056 Date Test/Assessment Centers Available for Client's Use:Fall 2015 Number of Client's Full-Time Sworn Employees in the Police Department:Approximately 200 Narrative of Services Performed: Wedeveloped,administered,and evaluated written examinations and assessment exercises forthe following rank: •Police Sergeant Exercises were customized for each testing program to reflect the actual demand ofthetarget position. Exercisesdesignedfor Miami Gardens Police Department included: •Written Exams •In-Basket Exercises (Computerized) •Role-Play Interactive Exercises Exercise development followed a content-validity strategy in accordance with Uniform Guidelines on Employee Selection. 10|Pa ge Cityof South Miami-2016 Sergeant Promotional Process CLIENT REFERENCE INFORMATION Client:SunrisePoliceDepartment Name:John Brooks Title:Chief of Police Contact Person:Daniel Kobayashi Title:Lieutenant Administrative Services. Telephone:(954)749-3581 Address:10440 West Oakland Park Boulevard Sunrise,FL 33351 Date Test/Assessment Centers AvailableforClient'sUse:Summer 2016 Number of Client's Full-Time Sworn Employees in the Police Department:Approximately 180 Narrative of Services Performed: We developed,administered,and evaluated written examinations and assessment exercises for the following ranks: •Police Sergeant •Police Lieutenant Exercises were customized for each testing program to reflect the actual demand ofthe target positions. Exercises designed for Sunrise Police Department included: •Written Exams •In-Basket Exercises (Computerized) •Role-Play Interactive Exercises •Oral Presentation Exercises Exercise development follows a content-validity strategy in accordance with Uniform Guidelines on Employee Selection. 111P age City of South Miami-2016 Sergeant Promotional Process Client Service Dates Contact Bal Harbor Police Department Written Exams &Assessment Centers for: •Sergeant 2006,2008,2011 Chief Thomas Hunker 655 96th Street Bal Harbor,FL33154 (305)865-6449 Coral Gables Police Department Job Analyses,Written Exams,& Assessment Centers for: •Sergeant •Lieutenant 2001,2005,2007 2009,2013,&2015 Chief Edward Hudak 2801 Salzedo Street CoralGables,FL33134 (305)460-5430 Doral Police Department Written Examination: •Sergeant 2013,2015 &2016 Chief Donald W.De Lucca 6100 NW99TH Avenue Doral,FL33178 (305)593-6699 Golden Beach Police Department Written Exams &Assessment Centers for: •Sergeant 2007,2009,&2012 ChiefRudy 1 Golden Beach Drive GoldenBeach,FL 33160 (305)936-2444 Hialeah Police Department Oral Board for: •Captain 2009 Major Phillip Bidart 555 E.8th Avenue Hialeah,FL33013 Jacksonville Sheriff's Office JobAnalyses,Written Exams,& Assessment Centers for: •Sergeant •Lieutenant 1991,1994,1996, 1998,2000,&2005 Laura Kramer Human Resources Division 117 W.Duval Street,Suite100 Jacksonville,FL32202 MedleyPolice Department Written Exams &Assessment Centers for: •Sergeant 2009,2012,&2014 Chief Jeanette Said 7777 NW 72nd Avenue Medley,FL 33166 305-883-2047 Miami-Dade Department of Corrections JobAnalyses for: •Correctional Office 1 2006 Lt.Wanda McMullen, Tuner Guilford Knight Correctional Center 7000 NW 41 Street Miami,FL33166 Phone:(786)263-5958 Miami-Dade PoliceDepartment JobAnalyses,Written Exams,& Assessment Centers for: •Entry Level Police Officer •Corporal •Sergeant •Master Sergeant Lieutenant •First Lieutenant •Captain 1983 to 2010 Commander Edmundo Valdes Personnel Management Bureau 9105 NW25th Street Miami,FL33172 (305)471-2565 Miami-Dade Schools Police Department Job Analyses,Written Exams,& Assessment Centers for: •Sergeant •Lieutenant 2002,2004,2006, 2008,2010,&2014 Chief Ian Moffet 6100 NW 2ndAvenue Miami,FL33127 (305)757-7708 12|Page City of South Miami -2016 Sergeant Promotional Process Client Sen/ice Dates Contact 1 Miami GardensPolice Department WrittenExams,&Assessment Center for: •Sergeant 2015 Chief Antonio Brooklen 18611 NW27™Avenue Miami Gardens,FL33056 (305)474-1400 North Miami Police Department JobAnalyses,Written Exams,& Assessment Center for: •Sergeant •Lieutenant 2006,2008,&2015 Chief Leonard Burgess 700 NE 124 Street North Miami,FL33161 (305)891-0294 NorthMiami Beach Police Department JobAnalyses,Written Exams,& Assessment Center for: •Sergeant •Captain 2015 Chief William Hernandez 16901NE19th Avenue North Miami Beach,FL33162 (305)948-2995 Opa Locka Police Department WrittenExams,Assessment Centers, &Oral Boards for: •Entry Level Police Officer •Sergeant •DeputyChief •Psychological Testing for: •Police Applicants •Dispatchers 2007 to 2010 Mr.T.C.Adderly Human Resources Director City ofOpa Locka 155 N.Perviz Avenue Opa Locka,FL 33054 Phone:(305)953-2815 Sarasota Police Department JobAnalyses,Written Exams, Assessment Centers,&Oral Boards for: •Sergeant •Lieutenant 2004,2006,2010 Chief Peter Abbott 2050 Ringling Blvd. Sarasota,FL34237 Phone:(941)954-7011 Sweetwater Police Department Written Examination for: •Sergeant 2014 Jesus Menocal Interim Police Chief City ofSweetwater Police Department 500 S.W.109 Ave. Sweetwater,FL 33174 Surfside Police Department Oral Boards for: •Sergeant Psychological Testing for: •Police Applicant 2007,2009 &2016 Chief DavidAllen 9293 Harding Avenue Surfside,FL 33154 (305)993-1061 Sunrise Police Department Written Exams,&Assessment Center for: •Sergeant •Lieutenant 2016 Lieutenant Daniel Kobayashi 10440 West Oakland Park BoulevardSunrise,FL33351 (954)749-3581 Tampa International Airport Police Department Written Examination for: •Corporal •Sergeant •Lieutenant 2015 Chief Paul Sireci P.O.Box 22287 Tampa,FL 33622 (7813)870-7835 13|Pag e City of South Miami-2016 Sergeant Promotional Process PART IV-QUALIFICATIONS Three (3)full-time employees (FTEs)who are professional staff members ofthe Assessment Center and hold advanced degrees in the behavioral sciences will be dedicated to the project with a percentage of assistanceasnecessary from other professional and administrative staff members. Lisa Guinovart M.S.,Director,Assessment Center Mrs.Guinovart hasservedas Director ofthe Assessment Center since September 2014.Sheoverseesthe implementation and evaluation of personnel selection programs including Psychological Testing,Entry Level Assessment,Promotional Assessment,and Florida Basic Abilities Assessment.Prior to serving as Director,she served asthe Assessment Analyst for this Assessment Center where she responsible for developing and implementing all assessment center exercises.Before joining the Assessment Center Ms. Guinovart worked in an international IT company asa Human Resources Specialist,where she,conducted job analyses andwas responsible for the recruitment process which included,administering various written andoral examinations and extensive interviewing.Ms.Guinovart earnedher Master's Degreein Industrial/Organizational Psychology from Carlos Albizu University. ReciaGomez M.S.,Assessment Analyst Ms.Gomez hasservedasanAssessment Analyst ofthe Assessment CentersinceJanuary 2015.Sheis tasked with developing and implementing various assessmentcenter exercises,conducting job analyses and administering various training programs for public safetyand private agencies.Ms.Gomez previously worked for the Organization of American States where she developed assessments suchas structured interviews tomeasurecandidates KSAOs through testing and interviewing.Ms.Gomez earnedher Master'sDegree in Industrial/Organizational Psychology from Florida International University. Kerry Newness Ph.D.,Assessment Analyst Dr.Newness has served asan Assessment Analyst ofthe Assessment Centersince October 2015.Sheis tasked with developing and implementing various assessmentcenterexercises,conducting job analyses and administering various training programs for public safetyand private agencies.Dr.Newness previously worked asan Assistant Professorof Psychology at Florida Southern College where shetaughtcourseson Testand Measurement Theory,developed curriculum andassessments,and mentored undergraduateand graduate-level students.While at Florida Southern College,Dr.Newness partnered with Employment Technologies Corporation (ETC)to validate video-based structured interviewing technology.Dr.Newness earnedher Doctor of Philosophy degree in Industrial/Organizational Psychology from Florida International University. 14|P a ge City of South Miami-2016 Sergeant Promotional Process PROFESSIONAL STAFF RESUMES LisaGuinovart,M.S. SUMMARY OF QUALIFICATIONS •M.S.Degree in Industrial/Organizational Psychology from Carlos Albizu University •Over five years of assessment and training experience •Strong skills in project management,process integration,and data analysis •Adept at building strong working relationships to maximize resources ofemployer organization and clients PROFESSIONAL EXPERIENCE Assessment Center Director -Miami Dade College -School of Justice 09/14 -Present Oversee the implementation and evaluation of personnel selection programs including Psychological Testing,Entry Level Assessment,Promotional Assessment,and Florida Basic Abilities Assessment. Develop timelines and budgets for assessment programs.Ensure compliance with contractual demands, applicable professional ethical standards pertaining to testing and personnel selection,and policies and procedures ofthe Assessment Center and The College.Seek out and procure new contracts.Participate in interdisciplinary meetings to promote North Campus growth and ensure a seamless integration ofthe Assessment Center into the Campus community.Supervise and develop Assessment Center staff. Collaborate with School of Justice Director and counterparts at the School on various School related projects. Assessment Analyst-Miami Dade College -School of Justice 09/12 -09/14 Developed,implemented and evaluated complex assessment center exercises for promotional hiring of law enforcement personnel.Prepared job analysis reports to establish the validity of personnel selection instruments and to ensure that instruments are consistent with EEOC Uniform Guidelines for Employee Selection Procedures and American Psychological Association Standards.Conducted subject matter expert group meetings to obtain critical job-relevant incidents from which to develop assessmentcenter exercises.Developed assessments such as In-basket,Strategic Planning,Interactive Exercise,Oral Board, BADGE to evaluate candidate's skills and abilities in leadership positions.Developed training materials. Develop new training programs to develop more revenue for theAssessment Center.Selected,trained, and evaluate high-ranking law enforcement assessors from across the country to evaluate assessment center exercises in a valid and reliable manner.Developed and facilitated training workshops based on the needs ofour clients.Analyze current assessments and training programs for improvement needs and makes recommendations to enhance current assessment options.Supervised support staff in all aspects of largescaletest administrations andcandidate evaluations. Human ResourcesSpecialist-Optenet Inc.05/10 -09/12 Performed all recruitment for offices in the US,Latin America,and Europe.Developed,administered and evaluated entry level and promotional processused in US headquarters for positions in the Public Safety 151P age City of South Miami -2016 Sergeant Promotional Process field of Internet Security.Conducted job and task analysis.Conducted meeting with Directors in the department to determine specific behavioral dimensions needed for each position and created job descriptions.Prepared valid job analysis reports consistent with EEOC Uniform Guidelines for Employee Selection Procedures and American Psychological Association Standards.Create complex assessment exercises.Conduct subject matter expert group meetings with department leaders to obtain critical job- relevant incidents from which to develop assessment center exercises.Develop assessments such as Structured Interview,Oral Presentation,Strategic Planning,and Interactive Exercise to evaluate candidate's skills and abilities in leadership positions.Analyzed and evaluate results using statistical analysis to determine which candidates should be hired and promoted.Provided all candidates constructive feedback in performance ofassessmentexercises. 06/09-06/10 First Data Inc. Account Manager-FirstData,LLC 01/10-06/10 Assessed entry level and promotional candidates on Marketing,Merchant Processing,and Public Safety knowledge,skills and abilities.Conducted task analyses with subject matter experts to define behavior dimensions and knowledge content needed to perform the job efficiently.Developed multifaceted assessment exercise suchas interactive and oral exercise.Evaluate candidate performance through the development of performance guidelines.Developed statistical analysis of candidate results and provided hiring recommendations to leadership.Assessed employee's performance and determine performance gaps.Trained all employees and conduct professional development training workshop for current employees.Lead workshops that teach/coach both professional and product knowledge.Consulted with business owners ona daily basisontheir current merchant processing service,andassistedthemon ways they could improve their services. 09/08 -06/09 Facilitators Group,LLC •Human Resources Intern -Facilitators International 09/08-06/09 Assisted with career coaching for unemployed executives,managers and ranked employees.Assisted in theassessmentof performance gapsof executives:Gap Analysis,Leaderless Group Exercise,Oral Presentations.Assisted in mock interviews,createdandasked interview questions,rated interviews and provided feedback once interview was completed.Created reports on summary ofassessment results to determine strength andweaknessof candidates.Developed and implemented successful career development strategies. 16|P ag e -2016 Sergeant Promotional Process Recia Gomez,M.S. SUMMARY OF QUALIFICATIONS •M.S.Degree in Industrial/Organizational Psychology from Florida International University •Meticulous worker;exhibiting exceptional attention to detail. •Strong learning agility and demonstrated ability to handle and resolve issues independently. •Active listener;aptitude for employing paraphrasing techniques to strengthen interactions. PROFESSIONAL EXPERIENCE Assessment Analyst -Miami Dade College -School ofJustice 01/15 -PRESENT Developed,implemented and evaluated complex assessment center exercises for promotional hiring of law enforcement personnel.Prepared job analysis reports to establish the validity of personnel selection instruments andtoensurethat instruments are consistent with EEOC Uniform Guidelines for Employee Selection Procedures and American Psychological Association Standards.Conducted subject matter expert group meetings to obtain critical job-relevant incidents from which to develop assessmentcenter exercises.Developed assessments such as In-basket,Strategic Planning,Interactive Exercise,Oral Board, BADGE to evaluate candidate's skills and abilities in leadership positions.Select,train and evaluate role players to participate in oral and interactive exercise administration.Selected,trained,and evaluate high- ranking law enforcement assessors from across the country to evaluate assessment center exercises in a valid and reliable manner. Corporate Partnership &Development Intern -Organization ofAmerican States (OAS)10/13-04/14 Performed evaluative functions with regional agencies to determine,report and publish project results. Developed structured interview questionnaires,conducted interviews and,collected and analyzed data using Microsoft Excel.Liaised with PADF headquarters to develop PADF Miami,Florida work plan against the strategic planning sub-objectives.Coordinated the creation ofan annual Technology Camp'for PADF programs to generate concrete solutions to programming challenges.Conducted research,designed organizational surveys using Qualtrics survey design software and engaged technology partners. Assessment Center Assistant-IO Solutions Consulting 09/13-09/13 AssistedtheSenior Consultant oftheAssessmentCenter with the administration and proctoring of assessmentexercisesforthe Miami Beach Police Department Sergeant Promotional Process.Conducted the check-in of law enforcement officers and verified identification.Maintained the security oftestsand confidential documentation before,during,andafter administration.Communicated simulation and role-play exercise schedules with Junior Consultant. Graduate Consultant -Florida International University 08/12-04/14 Developed the employee selection process for CMI enterprises following the Uniform Guidelines on Employee Selection Procedures.Conducted job analyses and created job descriptions for theSales Service Representative position.Advised on appropriate personality assessments for pre-employment 17 [P age City of South Miami-2016 Sergeant Promotional Process screening.Developed a proposal for a safety-training program for fulfilment-center material handlers. Conducted a needs assessment,identified training and performance objectives,formulated training modules and incorporated learning principles and 'instructions tothe trainer'.Evaluated the training program against specified evaluation criteria. Research Specialist -NOVA Southeastern University 09/11-08/12 Performed recruitment and tracking of respondents following established IRB/OHRP protocols.Retrieved, entered and verified surveydata received from law enforcement reporters.Conducted baseline interviews and 3,6 and 12-month follow-ups.Entered,verified and analyzed both quantitative and qualitative data. Prepared literature reviews ona variety of drugs,treatments,and criminal justice related topics on behalf of Principal Investigator,Dr.StevenP.Kurtz. 18|P age City of South Miami -2016 Sergeant Promotional Process Kerry Newness,Ph.D SUMMARY OF QUALIFICATIONS •Ph.D.Degree in Industrial/Organizational Psychology from Florida International University •Excellent oral communication and presentation skills •Strong work ethic and detail-oriented •Active listener and strong problem-solving ability PROFESSIONAL EXPERIENCE Assessment Analyst -Miami-Dade College Assessment Center 10/15 -Present Promotional Processes/Consulting -Developed,implemented,and evaluated complex assessment center exercises for promotional hiring of law enforcement personnel.Designed written questions toassess law enforcement personnel competency and knowledge base.Conducted subject matter expert group meetings to obtain critical job-relevant incidents from which to develop assessment center exercises.Developed assessments such as In-basket andInteractiveExerciseto evaluate candidate's skillsandabilitiesin leadership positions. Industrial/Organizational Psychology Specialty -Application of psychological principles and analysis of human behavior within the workplace.Proficient in organizational consulting,statistical analysis,research methods,psychological assessments,employee selection,organizational training and development,global leadership,and employee motivation.Created and Evaluated Tools toAssess Organizational Needs (e.g., selection ofjob applicants),Developed Research-Based Interventions and Solutions Assistant Professor of Psychology -Florida Southern College 8/13-8/15 Teaching -Write curriculum and prepare lectures in alignment with desired student learning outcomes, facilitate classroom discussions andto help students in their understanding and application of psychological and organizational behavior theories,and develop assessments to measure mastery of learning outcomes Research Partnership -Worked with consultants and product development researchers from Employment Technologies Corporation,a consulting firm basedoutof Orlando,FL.Conducted validity studieson cutting-edge technologies suchas Virtual Video-Based Interviewing platforms and Computerized Situational Judgment tests.Designed innovative solutions and organizational interventions,including the collection of data,statistical analysis,and dissemination of findings at regional and national conferences Classes Taught-Introduction to Psychology (PSY1106 and PSY1110),Industrial/Organizational Psychology (PSY3336),Testsand Measurements (PSY2210),Directed Research (PSY4991),Social Psychology (SOP3004),Organizational Psychology (INP4313) 19|P a g e City of South Miami -2016 Sergeant Promotional Process PART V-COST WRITTEN EXAMINATION SERGEANT WRITTEN EXAMINATION DEVELOPMENT Job Analysis Review NoCharge Development and preparation ofSource Reading List including meetings with Subject Matter Experts (SME)and review of related written exam Source Materials.NoCharge Development of Written Examination $1,500.00 SUBTOTAL WRITTEN EXAMINATION DEVELOPMENT:$1,500.00 SERGEANT WRITTEN EXAMINATION ADMINISTRATION Orientation: Preparation ofCandidateTest Notification Letters &Candidate Orientation Guide No Charge Execution of1 comprehensive candidate orientation (with orientation guidebooks)$500.00 Written Exam: Administration Venue,Set Up,&Tear Down No Charge 1 Director (1/2 day)&1AssessmentAnalyst (1 day)$500.00 SUBTOTAL WRITTEN EXAMINATION ADMINISTRATION:$1,000.00 SERGEANT WRITTEN EXAMINATION EVALUATION Written Exam Evaluation: Oversee Item Challenge /Appeals Process $700.00 Conduct Statistical Item Analysis $250.00 Preparation of Final Results &Technical Report $500.00 SUBTOTAL WRITTEN EXAMINATION EVALUATION:$1,450.00 201P age City of South Miami-2016 Sergeant Promotional Process SERGEANT ASSESSMENT CENTER (BADGE)EXERCISE SERGEANT BADGEEXERCISEDEVELOPMENT Meeting Rooms NoCharge SergeantJob Analysis Review NoCharge Subject Matter Experts (SMEs)South Miami PoliceDepartment Materials for SME Meetings NoCharge Development of 3-ltem BADGE Exercise &Scoring Criteria $1,200.00 TOTAL BADGE EXERCISE DEVELOPMENT $1,200.00 SERGEANT BADGE EXERCISE ADMINISTRATION &EVALUATION (UP TO 15 Candidates)' BADGE Administration: Candidate Orientation &Test Notification NoCharge Test Administration Venue,Audio Recording Devices,DVDs &Mini DVs NoCharge Media Equipment Set Up,Operation,&Staffing NoCharge Assessment Center Staff (1 Director,2 Assessment Analysts (1 day))$750.00 BADGE Evaluation: Recruitment &Selection ofAssessors (3 Assessors)No Charge Preparation of Evaluation Materials Including Binding &Duplication ofAssessor Training Materials No Charge Assessor Training $300.00 Assessor Meals (Breakfast &Lunch)$300.00 2AssessmentAnalysts ForAssessor Training and Evaluation $700.00 Final Results: Preparation of Final Results &Technical Report Including Individual Candidate Reports $400.00 TOTAL BADGE EXERCISE ADMINSITRATION &EVALUATION $2,450.00 SERGEANT BADGE EXERCISE FEEDBACK Preparation of Feedback Materials Including Binding &duplication ofTraining Materials &Candidate Schedules & Notifications Professional Oversight ofFeedback TOTAL FEEDBACK NoCharge $350.00 $350.00 211P age