1THE CITY OF PLEASANT LIVING
To:
FROM:
DATE:
SUBJECT:
BACKGROUND:
CITY OF SOUTH MIAMI
OFFICE OF THE CITY MANAGER
INTER-OFFICE MEMORANDUM
The Honorable Mayor & Members of the City Commission
Steven Alexander, City Manager
Agenda Item No.:L January 3, 2017
A Resolution authorizing the City Manager to enter into a contract with
Redevelopment Management Associates (RMA) for the completion of an
economic study and business plan for the downtown business district.
The City issued a Request for Qualifications for the delivery of an economic
impact study. Four proposals were received;
1. Redevelopment Management Associates, (RMA)
2. Tischler Bise
3. Tindale Oliver
4. Robert Charles Lesser & Co., LLC (Non-responsive)
A selection committee comprised of Alfredo Riverol/Chief Financial Officer; Joe
Corradino/Acting Planning Director; and Shari Kamali, Deputy City Manager
reviewed, scored and ranked the respondents on May 26, 2015. The proposal
submitted by Robert Charles Lesser & Co was deemed non-responsive since
their proposal did not comply with the minimum requirements of the RFQ. The
. committee scheduled oral interviews prior to making a final
recommendation. Interviews were scheduled on June 4, 2015 with RMA,
Tischler Bise, and Tindale Oliver.
The committee scored and ranked the respondents after completion of the
interviews and recommended the highest ranked respondent, RMA, for Phase II
of the selection process; contract negotiations. The combined final rankings are
below:
Selection Committee: FINAL RANKINGS -June 4, 2015
Tindale
Evaluator RMA Oliver Tischler Bise
J. Corradino 96 72 91
S. Kamali 98 91 97
A. Riverol 95 90 98
TOTAL 289 253 286
The total agreement which includes 3 phases is for a total contract amount of
$27,450. The resolution being presented for your review and approval is only to
THE CITY OF PLEASANT LIVING
FUNO&
ACCOUNT:
ATTACHMENTS:
CITY OF SOUTH MIAMI
OFFICE OF THE CITY MANAGER
INTER-OFFICE MEMORANDUM
approve an expenditure amount of $5,000, the City's portion to complete phase
1 of the engagement. The last two phases are contingent upon the results from
phase I.
..
The total expenditure of $5,000 shall be charged to the City Manager,
Contractual Services, account number 001-1310-513-3450, whicll! has a balance
of $65,000 before this request was made.
Resolution
RMA Proposal
RMA Professional Services Agreement
Pre-bid Sign in Sheet
Bid Opening Report
Demand Star Results
Final Evaluation Selection Score Sheets
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Sun-Biz
1 RESOLUTION NO: _____ _
2 A Resolution authorizing the City Manager to enter into a contract with
3 Redevelopment Management Associates (RMA) for the completion of
4 an economic study and business plan for the downtown district.
5 WHEREAS, the City issued a Request for Qualifications to solicit proposals for the
6 completion of an economic study and business plan for the downtown district; and
7 WHEREAS, four proposals were received and reviewed, scored and ranked by a
8 selection committee; and
9
10 WHEREAS, one proposal was deemed non-responsive since the proposal did not
11 comply with the minimum requirements of the RFQ; and
12
13 WHEREAS, the Selection Committee completed oral interviews of the remaining
14 respondents and once the interview were completed, recommended RMA for Phase II
15 of the selection process, contract negotiations; and
16
17 WHEREAS, an agreement was negotiated between the City and RMA which
18 includes 3 phases and is for a total contract amount of $27,450 and the resolution
19 being presented for commission review and approval is only to approve an expenditure
20 amount of $5,000, the City's portion to complete phase 1 ofthe engagement; and·
21
22 WHEREAS, the last two phases are contingent upon the results from phase I.
23 NOW THEREFORE BE IT RESOLVED BY THE MAYOR AND CITY COMMISSION OF
24 THE CITY OF SOUTH MIAMI, FLORIDA;
25 Section 1. The City Manager is authorized to enter into a contract with
·26 Redevelopment Management Associates (RMA) for the completion of an economic
27 study and business plan for the downtown district for a total contract amount of
28 $27,450 which includes 3 phases, with $5,000 representing the City's portion of the
29 contract to complete phase 1, and is presented for commission approval for the
30 expenditure for phase 1, with the last two phases conti~gent upon the results of phase
31 1.
32 Section 2. Severability. If any section, clause, sentence, or phrase of this
33 resolution is for any reason held invalid or unconstitutional by a court of competent
34 jurisdiction, this holding shall not affect the validity of the remaining portions of this
35 resolution.
36 Section 3. Effective Date: This resolution shall take effect immediately upon
37 enactment.
38 PASSED AND ADOPTED this _ day of ____ , 2017
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ATTEST:
CITY CLERK
READ AND APPROVED AS TO FORM,
LANGUAGE, LEGALITY AND EXECUTION
EXECUTION THEREOF
CITY ATTORNEY
Page 2 of2
APPROVED:
MAYOR
COMMISSION VOTE:
Mayor Stoddard:
Vice Mayor Welsh:
Commissioner Harris:
Commissioner Liebman:
Commissioner Edmond:
, '
, 1,'1 I
South 'N{ia~i · . Tne City of Pleasant Living
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Section B I Table Of Contents
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Table Of Contents
Section A Title Page .............................................................. Cover
Section B Table Of Contents ............................................... Page 1
Section C Cover Letter & Executive Summary .............. Page 2-3
Section D Firm Overview ..................................................... Page 4
Section E Personnel and References .......•................... Page 5-19
Section F Other Relevant Financing Experience ...... Page 20-21
Section G Required Forms .•............•......... ~ ....•••........... Page 22-60
Section C I Cover Letter
& Executive Summary
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EXECUTIVE SUMMARY
Redevelopment Management Associates (RMA) was founded in 2009 by principals
Kim Briesemeister and Chris Brown with offices in Pompano Beach, Delray Beach,
and Downtown Miami and currently has 30 team members. We specialize in urban
redevelopment and placemaking. Our principal members have been engaged in
planning and redevelopment consulting for over 50 years combined, both nationally
and internationally. We are committed to helping our clients in their pursuit of
economically diverse and healthy communities. Our approach is comprehensive
and effective, and has resulted in over $1 billion in private sector investment in
municipalities throughout Florida. Our firm has the experience, in-house expertise
and financial stability to take on projects of all sizes.
Kevin Crowder (CEcD), RMA Director of Economic Development, will lead the team
that includes:
• Rachel Bach (AICP), RMA Business Development Director
• Sharon McCormick, RMA Director of Marketing
• Natasha Alfonso, RMA Director of Urban Design & Planning
• Farrell Tiller, RMA Economic Development Associate
• Shawn Mitchell, Financial Management
• J. "Tony" Antonio Villamil -Principal Economic Advisor
• Horacio Soberon-Ferrer, Ph.D, Associate Economist
• Verity M. Finch, Manager of Client Services
• Haydee M. Carrion, Senior Research Assistant to the Economists
The RMA Team has significant experience evaluating the property tax base of cities and CRAs, and identifying real estate based
strategies that are tied to market and financial feasibility.
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RMA utilizes a realistic approach to economic development and provides real-world guidance
on the fundamentals and tools of realistic economic development. This strategy takes best
practices and lessons learned in some of the RMA team's successful economic development
efforts of the last thirty years and makes them relevant to any city, no matter its size, location,
or economic condition.
Economic development has many definitions but it is more than retail, more than
manufacturing facilities, and more than corporate relocation. It Is about building
wealth in the community and supporting entrepreneurs; attracting investment which
leads to new jobs; improving the quality of life and enhancing the tax base. These
become integrated outcomes of RMA's comprehensive BusinessFlarelM approach to
realistic, market-driven economic development, which Integrates Into a local government's
strategic plan, its annual budgeting process, and the day-to-day operations of local
government. It is realistic and identifies the most effective strategies that can efficiently
utilize limited resources.
RMA is pleased to submit this proposal for consulting services to conduct a process to create an Economic Impact Study that builds
on the city's land use, transportation and economic development efforts to identify realistic opportunities for tax base diversification
and economic growth. We will utilize our demonstrated experience to identify strategies for the city's 5, 10 and 20 year horizons.
Thank you for the opportunity to introduce our firm. We look forward to assisting you in your economic development endeavors and
are confident that as your partner, we will succeed. Please contact us If we can provide further information.
Sincerely,
Chris Brown
Principal Member
Kim Briesemeister
Principal Member
Section D I Firm Overview
FIRM OVERVIEW
Redevelopment Management Associates, LLC (RMA) was formed in 2009 to
combine the talents of its members to provide consulting and management services
to governments in the field of economic development and urban redevelopment.
As an LLC headquartered in Pompano Beach, Florida, the firm is owned by its two
principles and operates under five divisions: Economic Development, Urban Design
& Planning, Government Administration and Management, Marketing, and Real Estate.
Both the RMA headquarters in Pompano Beach and the Miami office will be serving the
City of South Miami:
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The contact person responsible for this submittal is:
Kevin S. Crowder, CEcD
Director of Economic Development
kevin@rma.us.com
305.281.2279
Section E I Personnel & References
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RMA's unique approach to planning a target area or an entire city is effective because of our ability to understand the
needs of each client and provide the appropriate mix of design, planning, and real estate knowledge. It's not enough
to have a plan with a sensitive urban design analysis. A plan needs to be actionable and provide real strategies to
attract the right kind of development in coordination with capital improvements. RMA's founding principals have been
doing this for over 30 years for redevelopment agencies and municipalities. Our team has a reputation for attracting
investment to our client communities with success stories that can be seen and experienced locally, nationally,
and internationally.
Kevin S. Crowder, CEcD, RMA Director of Economic Development, is an IEDC Certified Economic Developer and an expert in
economic analysis, public private partnerships, private capital investment and strategic economic planning. Mr. Crowder's market
driven approach helps communities maximize their economic development potential and compete for investment while also preparing
entrepreneurs and investors for success in Florida markets. Mr. Crowder has practiced economic development in Florida for twenty
years, of which 15 years (1998-2012) were spent as the Director of Economic Development and Government Affairs for the City of
Miami Beach, where he worked with the private sector to transform Lincoln Road into one of the premier retail destinations in the
world. Mr. Crowder also worked for four years (1994-1998) for the South Beach Business Improvement Districts on Ocean Drive,
Washington Avenue, and Collins Avenue, as well as for the South Beach Marketing Council during the same period. Mr. Crowder
testifies frequently before the Florida Legislature and is a frequent lecturer on economic development including before the Florida
League of Cities, Florida City/County Manager Association, Urban Land Institute, Florida Atlantic University, Florida International
University, Florida Redevelopment Association, and Florida Main Street.
Our success stories always start with a plan. The plan becomes the road map for all expenditures and initiatives and is evaluated
regularly for effectiveness. Rachel Bach, AICp, RMA's Business Development Director is a redevelopment plan expert and will help
create the work plan document and narrative based on the input and findings of our team. Ms. Bach's portfolio includes master plans
and redevelopment plans for local and national cities, which translate design based solutions into practical applications.
Assisting will be RMA's Director of Marketing, Sharon McCormick and Economic Development Associate, Farrell Tiller. The
marketing team will participate in the analysis of market information, and will provide real-world guidance on implementation
strategies based on the market conditions and public Input. We do this better than anyone else because for many clients we
continue our work beyond the research phase, doing the hands-on work of implementing the recommendations.
RMA's Director of Urban Design & Planning, Natasha Alfonso, will work with the team to connect market demand, real estate reality,
implementation and branding to the regulatory structure in the City of South Miami to ensure that implementation strategies are
consistent with local land development regulations, and identify opportunities for adjustments to regulations to accomplish the plan's
goals while respecting community character.
Mr. Shawn Mitchell will prepare the finance plan which will be critical to developing the capital project and programs priority list. He
has extensive knowledge of CRA financing and as a certified management accountant, has prepared similar plans for Coral Springs
CRA, Margate CRA, Dania Beach CRA, West Palm Beach CRA and Pompano Beach eRA.
Ken Stapleton is a highly successful urban revitalization executive with 30+ years of experience improving downtowns, urban
neighborhoods, waterfronts, and university/hospital partnerships.
Tony Villamil is a nationally recognized economist, with over 35 years of successful career as a business economist, university
educator and high-level policymaker for both federal and state governments. He and his team have the experience, high-level
contacts and business alliances to meet client objectives.
Our in house team also includes experts in real estate, business incentives, housing, urban design, civil engineering and
construction management.
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CHRIS BROWN
AREAS OF EXPERTISE:
• Urban Design Regulations
• Public/Private Partnerships
• Real Estate Development
• Redevelopment Planning & Management
YEARS OF EXPERIENCE: 33
EDUCATION:
MAl University of Pennsylvania
BA I Yale University
BIO
Mr. Brown has extensive experience in planning and
design, real estate development, finance and redevelopment
management. Mr. Brown served for 9 years as the Executive
Director of the highly successful Delray Beach CRA when it
was just in its infancy. He is recognized throughout Florida
for the legacy he has left in Delray Beach and is responsible
for negotiating multiple public private partnerships and
creating the marketing co-op. Mr. Brown's successes In
redevelopment can be attributed to his experience In real
estate, working for and as a real estate developer.
KIM
BRIESEMEISTER
AREAS OF EXPERTISE:
• Redevelopment Management
• Visioning and Planning
• Financing Redevelopment
YEARS OF EXPERIENCE: 27
EDUCATION:
AA I John T. Riordan School of Professional Development
BIO
Ms. Briesemeister has managed redevelopment of some of
the largest, most complex CRA districts and redevelopment
projects in South Florida. She drafted Strategic Plans for
each city including West Palm Beach, Pompano Beach,
Fort Lauderdale, Hollywood, Lauderdale by the Sea, Dania
Beach and others which led to total transformation within
the cities. Every element of the redevelopment process was
managed effectively including preparing urban vision plans,
negotiating public/private partnerships, marketing, branding,
business development and attraction, and community
consensus building.
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KEVIN CROWDER,
Certified Economic
Developer
AREAS OF EXPERTISE:
• Business Attraction & Retention
• Research & Analysis
• Joint Ventures
• Marketing & Promotion
• Economic Development
• Redevelopment Planning
• Government Affairs
YEARS OF EXPERIENCE: 21
CERTIFICATIONS:
Certified Economic Developer (CEcD)
Int'I Economic Development Council, January 2009
810
Mr. Crowder's experience includes 15 years with the City of
Miami Beach and the Miami Beach Redevelopment Agency
as the Director of Economic Development. Mr. Crowder
is an IEDC Certified Economic Developer (CEcD), whose
primary areas of expertise are business and entrepreneurial
assistance, private capital investment, market research,
joint ventures, redevelopment agency programs and
government affairs. He has conducted detailed economic,
fiscal, and market analysis for business development,
investment, and policy issues and created a broad
municipal market research and business assistance
program. Mr. Crowder currently serves on the board of the
Florida Redevelopment Association.
RACHEL BACH,
American Institute of
Certified Planners
AREAS OF EXPERTISE:
• Economic Development &
Redevelopment Planning
• Joint Ventures & Publici
Private Partnerships
• Incentives, Federal & State
Funding Initiatives
YEARS OF EXPERIENCE: 16
CERTIFICATIONS:
American Institute of Certified Planners (AICP), 2000
810
Ms. Bach has served both the public and private sectors
in multiple roles including CRA Director, Development
Services and Economic Development Director. Over
the past 16 years she has gained specific expertise in
strategic planning, budget and finance, affordable housing,
historic preservation, land use and zoning and capital
project management.
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SHARON
MC CORMICK
AREAS OF EXPERTISE:
• Research & Analysis/Marketing Plans &
Implementation
• Brand Identification & Development/Strategy
& Campaigns
• Business Attraction & Retention
• Cultural Arts & Special Events
YEARS OF EXPERIENCE: 27
EDUCATION:
B.S. I Appalachian State University
BIO
Ms. McCormick has extensive experience in community
and business developrrient through retail, non-profit and
event marketing, sponsorship development and public and
media relations. Ms. McCormick has created award winning
marketing, branding and public relations campaigns and
has authored multiple Marketing Strategies for RMA clients.
Her strategies and comprehensive approach have included
business development programs that have attracted millions
of dollars in capital investment and Increased revenues,
including the attraction of the 37,000 square foot Funky
Buddha micro-brewery which recently opened in Oakland
Park's newly branded Culinary Arts District.
NATASHA
ALFONSO
AREAS OF EXPERTISE:
• Planning & Zoning
• Charrettes & Urban Design
• Architectural Design & Site Planning
YEARS OF EXPERIENCE: 14
EDUCATION:
M.ARCH. I University of Miami
B.ARCH. I University of Miami
BIO
Ms. Alfonso is an urban planner/designer specializing in
community revitalization projects and new urban community
design. She has extensive knowledge of new urban design
principals and what makes for good architecture. She has
more than 10 years of international experience emphasizing
planning projects at a variety of scales: for both the public
and private sectors and was Principal Planner for Miami-
Dade County's Urban Design Center.
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SHAWN
MITCHELL
AREAS OF EXPERTISE:
• Financial Forecasting & Budgeting
• Strategic Planning
• CRA Plan Creation/Amendments
YEARS OF EXPERIENCE: 10+
EDUCATION:
MBA I Finance Track
BA I Finance, FAU
810
Mr. Mitchell specializes in overall municipal financial
management from strategic planning and multi-year
financial forecasting through preparation and adoption
of the annual budget to compliance measures including
operational reporting. Mr. Mitchell assists in real
estate project analysis including tax base and
developer pro-forma analysis. Mr. Mitchell has been
involved in over $250 million of debt issuance (new
refunding) since 2005 including tax increment bonds,
utility bonds, general obligation bonds, non-advalorem
bonds, etc.
FARRELL
TILLER
AREAS OF EXPERTISE:
• Finance & Budgeting
• Communication
• Censensus Building & Event Planning
YEARS OF EXPERIENCE: 1
----------
EDUCATION:
BA I Finance, Florida Atlantic University
BIO
Mr. Tiller joined RMA with a Bachelor of Arts in
finance. His background includes experience in finance
and budgeting, communication, consensus building,
and event planning. Mr. Tiller's role at RMA includes
market research, analysis and strategy for eRA plan
updates, creation of business improvement districts,
retail strategies, preparation of economic development
plans for business attraction and retention, as well as
marketing and communication strategies.
KEN
STAPLETON
President
AREAS OF EXPERTISE:
• Zoning & Land Use Planning
• Visioning & Placemaking
• Safety & Security Programs
YEARS OF EXPERIENCE: 30+
EDUCATION:
MBA I Urban Planning, University of Illinois
Community Building Fellow University of Miami
810
Highly successful urban revitalization executive with
30+ years of experience improving downtowns, urban
neighborhoods, waterfronts, and university/hospital
partnerships. Specialized expertise in managing real
and perceived safety related to redevelopment, health,
affordable housing, transit, and economic development.
Programs and projects have earned a number of
national and state awards, including a recent FAPA
Award of Excellence for Best Practices. Regular
presenter at national and state conferences. Clients
include Redevelopment Agencies, national non-profits,
Cities, Universities, and retail experts in the US
and Canada.
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Experience
DR. J. ANTONIO (TONy) VILLAMIL
PRINCIPAL ECONOMIC ADVISOR
Lead Economic Advisor and Spokesperson
Assigned Roles:
Economic Development Advisor
Lead Spokesperson
Tony Villamil is a nationally recognized economist, with over thirty-five years of successful career as a business economist, university
educator and high-level policymaker for both federal and state governments. He was appointed by President George H. W. Bush as
US Undersecretary of Commerce for Economic Affairs, receiving full US Senate confirmation of the Presidential appointment. Tony is
the Founder and Principal of a successful economic consulting practice, The Washington Economics Group, Inc. (WEG) , a Florida-
based firm established in 1993 upon his return to the State from his public service in Washington, D.C.
Dr. Villamil is the immediate past Chairman of the Governor's Council of Economic Advisors of Florida, and during 1999-2000, he
was selected by Governor Bush as his first Director for Tourism, Trade and Economic Development. Presently, he is on the Board
of Directors of the Spanish Broadcasting System (SBS), Mercantll Commercebank, NA, and Pan-American Life Insurance Group
(PALlG). He was most recently appointed by the US Secretary of Commerce to serve in the Florida District Export Council.
Among other professional and civic leadership positions, Tony was selected in 2008 as the founding Dean of the School of Business
of St. Thomas University, serving successfully until December 31 st, 2013 at which time he resigned to return full time to his growing
economic consulting practice. He is currently Chairman of the Economic Roundtable of the Beacon Council-Miami~Dade County's
official economic development organization. He Is also Senior Fellow and a member of the Research Advisory Council of the James
Madison Institute (JMI).
Tony earned Bachelor and Master Degrees in Economics from Louisiana State University (LSU), where he also completed
coursework for the Ph.D Degree. In 1991, Florida International University (FlU) awarded him a Doctoral Degree in Economics (hc),
for "distinguished contributions to the Nation in the field of economics." He frequently speaks to business, government and university
audiences on economic topics.
Experience
HORACIO SOBERON-FERRER, PH.D.
ASSOCIATE ECONOMIST
Lead Research Economist
Assigned Roles:
Conduct economic and market research
Analysis and report writing
Dr. Horacio Soberon-Ferrer has over twenty-five years of experience as a professional economist. His expertise Is In applied
microeconomics, consumer policy, forecasting, healthcare systems analysis and the economics of aging. In addition to ten years of
academic experience as a member of the Graduate Faculty at the University of Maryland In College Park, he has held several senior
level Research, Planning and Evaluation positions in state government and the private sector.
Dr. Soberon-Ferrer Horacio received his Ph.D. in Applied Economics from Clemson University specializing in quantitative policy
analysis. He also has an M.S. in Management and a Licentiate degree in Actuarial Science. He has published widely on the topics of
Consumer Expenditures, Aging Policy and Forecasting Methods.
&
Experience
VERITY M. FINCH
MANAGER OF CLIENT SERVICES
Manager and Coordinator of the Project
Assigned Roles:',
Manage the Consulting Relationship &
Coordination of Services
Assistance in rep?rt writing and editing of
manuscripts
Verity Finch is the Manager of Client Services at The Washington Economics Group, Inc. (WEG). She serves as WEG's client liaison,
working with clients to facilitate their business interests and achieve their goals through exclusive economics and market research
advisor services.
Verity began her career in England as a data analyst at Equity Insurance Group, an international specialist motor insurer. Most
recently, she served as Assistant for marketing and research to J. Antonio Villamil in his former role as Dean at St. Thomas University,
School of Business. In her role in the Dean's Office at St. Thomas University, Verity served as the coordinator of the Business
Executives Advisory Council, managed the successful Entrepreneurship Week Program in liaison with executives and faculty, and
conducted numerous research and marketing assignments.
Verity Is recognized for her leadership, serving as President of the Business Club of St. Thomas University and as a speaker on
business and women career issues. '
Verity received her Master of Business Administration (MBA) degree from st. Thomas University in Miami, and holds a first-class Law
Degree (LLB) from Anglia Ruskin University, School of Law, in England.
HAYDEE M. CARRION
EXECUTIVE AND SENIOR
RESEARCH ASSISTANT
Senior Research Assistant to the Economists
Assigned Roles:
Data Gathering and Market Research Assistance
Formatting of reports and final preparation
Haydee M. Carrion has been Executive Assistant to Dr. Villamil since the firm's founding in 1993. She has senior level expertise
in multi-media presentations and in the preparation and design of complex reports and documents for clients, utilizing the latest
technologies
-
In 2012, WEG promoted her to Senior and Project Research Assistant to the firm, given outstanding performance in web-based
research and in assistance to the firm's Principal in the preparation of audio-visual presentations for clients and in desktop publishing.
Ms. Carrion is fluent in Spanish, with experience in the preparation of economics and business documents in the language.
Ms. Carrion has been with WEG for 20 years. Ms. Carrion holds degrees in Business Administration and Office System Technologies
from Miami-Dade College.
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Kevin -Crowder, CEcD
Has satisfied the requirements and standards set by IEDC to
recognize those excelling in the area of Economic
Development and is hereby awarded the designation
Certified Economic Developer
PuJ-~
Paul L. Krutko, FM, Chair, Board of Directors
Certified 4/1112 -3/31115
r;.
~
INTERNATIONAL
ECONOMIC DEVELOPMENT
COUNCIL
The Power of
Knowledge and Leadership
Certification No 2127
City of Stuart
Redevelopment Management Associates (RMA) was engaged by the City of Stuart, Florida to conduct a two-day evaluation of
the city's economic development condition and needs in May -June 2014, and was performed by RMA's Director of Economic
Development and Director of Marketing. The assessment included:
1. A 2-hour Economic Development Training session for the city's senior staff and department and division directors.
2. A tour of the city.
3. Meetings with key business stakeholders including the real estate, health care, marine, and tourism industries.
4. One-on-one meetings with key city staff including Legal, Management, Development Services, Finance, and Redevelopment.
Conclusion
Economic Development Strategy Areas
RMA identified five (5) key economic development initiatives that the city should initially consider:
Tax Base Enhancement: Most importantly, we do not feel that the City of Stuart needs to develop an Economic Development Strategic
Plan at this time. In its place, we believe very strongly that the city must prepare a 20-year economic and financial outlook, which
analyzes various scenarios based on different policy decisions and economic development activities. This study should evaluate several
alternatives:
• Status quo
• Annexation opportunities
• Build out of undeveloped land under current entitlements
• Tax rates
• Zoning changes
Retail Opportunities: Identify specific, realistic retail opportunities that can capitalize on the existing retail clusters and further strengthen
Stuart's role as a regional center of shopping, and work with the commercial real estate community to enhance Stuart's retail offerings,
especially in existing vacant or underutilized properties. We also recommend some additional staff training specifically related to issues
that impact retail retention and recruitment.
Encourage Private Investment: Reliable, accurate information Is one of the most critical elements that Is necessary when a business
is making an Investment or relocation decision, and cities must be able to respond In a timely manner when information is requested.
Stuart should establish a catalog of information that is readily available for investors and new businesses that Includes demographics,
maps, available sites, economic and business conditions, zoning information and Incentives.
Economic Development Welcome Package: Economic development happens every day in Stuart and the surrounding area. People
decide to open or expand a business, make an investment, or change their residence. At a minimum, the city must respond
positively to those who have already made their Stuart investment decision and provipe them with easy to use information that
will help them succeed.
Branding and Network Development: Stuart should implement a branding and marketing strategy that identifies Stuart as a place that
is open for business, while maintaining conSistency with the city's quality of life and small-town feel. This strategy should include a
focus on building relationships with industry trade associations, commercial real estate brokers, and state-level economic development
organizations.
CLIENT INFO:
Paul Nicoletti, City Manager
121 SW Flagler Ave.
Stuart, FL 34994
Phone: 772.288.5300
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I I I ~ I I I I I [I I I I I I I i I I i III1 II I I I, II II I I I II I I I I I I I I I I I I I I I I I I I I I): I I
Florida Redevelopment Association (FRA) -Economic Impact Report
RMA conducted an economic impact report in 2013 for the FRA that Identified the public Investments made by all the CRAs in
Broward County between 2008-2013, and identified the leveraged private investment that occurred as a result of those investments.
RMA won the Florida Redevelopment Association's Inaugural Daniel Burnham Award for this study.
Highlights of this report:
• When a CRA is established, the community is invited to share its input and help create the redevelopment plan, or the blueprint
for progress. This transparent and wholly public process includes a statutory requirement for the Community Redevelopment
Agency (CRA) to prioritize the timing of the projects in the plan.
• Before implementation, a CRA's master plan must be adopted by the local city and/or county.
• CRA's have proven historically to provide distressed communities with a better economy through improved infrastructure, job
opportunities and housing. Our mission is to make housing and urban areas safer for residents, to preserve and grow business,
and provide a sense of place for all who live there.
• Citizens benefit from the efforts of their local CRA and its ultimate goal to improve blighted conditions within the community.
• CRA Incentives vs. Private Investment was $19,475,516 vs. $371,836,097
• TIF Revenue vs. TIF Funded Public Infrastructure was $325,396,497 vs. $136,212,622
• Broward County CRA's Jobs Created = 2,147+
CONCLUSION:
Redevelopment is a wise strategic investment, especially during tough economic times. Floridians should recognize that CRA's
work in the communities' best interests, creating unity and ensuring the overall vitality of the city. Think of where your city was just 10
years ago. The changes and improvements you have seen are likely a result of the leadership and aggressive efforts of your elected
officials who have created a local CRA.
Florida Redevelopment Association (FRA)
P. O. Box 1757
301 S. Bronough Street, Suite 300
Tallahassee, FL 32302-1757
Carol Westmoreland, Executive Director
cwestmoreland@flcities.com
Direct line: (850) 701-3608
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NORTH MIAMI BEACH
Tax Base Enhancement • Land Use & Zoning
Agency: City of North Miami Beach Community Redevelopment Agency
Location: North Miami Beach, Florida
Performance Period: 2013 -Present
Detailed Description of Project:
Following an Economic Development Assessment, this project began with an analysis of the market demand and potential, which
differed in each of the study areas. Subsequently, the urban design team developed a vision plan for the future growth based on
the market study. The vision plan became the base for the proposed land use policies and objectives and zoning map and text
amendments. The planning team conducted a build out analysis to determine the existing entitlements under the current regulations
and the future entitlements under the proposed regulations. Additionally, RMA conducted a concurrency analysis based on the
projected entitlements to address infrastructure Improvements needed as well as potential impact fees generated for parks and
police services.
RMA has completed adoption of a Comprehensive Land Use and Zoning amendment for seven mixed-use districts in the City to
include the Downtown area, Biscayne Boulevard Corridor and Waterfront Districts. The Downtown encompasses the area west of
Biscayne Boulevard just north of 163rd Street and includes the future passenger rail station at the intersection of 164 Street and Dixie
Highway. The purpose for the land use amendment in the Downtown is to establish a mixed-use district with high intense residential
and commercial uses within the Downtown that support transit and walkability.
The Biscayne Boulevard corridor is a transit corridor characterized by strip shopping centers. The goal of the land use amendment
along the corridor is to encourage intense commercial development that is both vertically and horizontally integrated with residential
and other non-residential uses. In the waterfront districts, the goal is to attract more residential development, provide public open
space and waterfront access. Concurrently with the land use amendment RMA Is working on the rezoning of these areas and new
zoning regulations, which will be consistent with the land use amendments.
Client Info:
Richard Lorber, Assistant City Manager
517011 NE 19th Avenue
North Miami Beach, FL 33162
305-947-7581
richard.lorber@citynmb.com
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Nader + Museu
Private Development/Real Estatel Ad Valorem Analysis
Agency: Nader + Museu, LLC
Locatio,,!: Miami, Florida
Performance Period: 2014 -Present
Description of Project:
RMA is providing financial analysis and ad valorem tax analysis and projections for a $1 OOm+ private development in downtown
Miami that will include condominium units, hotel units, commercial space, public spaces and major cultural amenities.
RMA has significant experience in Community Redevelopment Agency operations, including taxable value projections. The Project
Manager is Kevin S. Crowder, CEcD, is an IEDC Certified Economic Developer and currently serves on the Board of the Florida
Redevelopment Association (FRA). From 1998-2012 he was the Director of Economic Development and Government Affairs for
the City of Miami Beach, where his duties included fiscal and economic Impact analysis for Miami Beach's City Center and South
Pointe CRAs.
Client Info:
George De Guardiola
561-379-5002
georged@deguardiola.com
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PALM BAY/BAYFRONT eRA
Economic Development Implementation Strategies for Economic Growth
Agency: City of Palm Bay -Bayfront Community Redevelopment Agency
Location: Palm Bay, Florida
Performance Period: 2014 -Present
RMA is conducting a Market Analysis and Economic Development Strategy for the Bayfront CRA in Palm Bay. This project
involves community conversations and public input, development of potential vision scenarios, market analysis, and an economic
development action plan that links market analysis to real estate reality and regulatory changes (land use and zoning) to foster
investment, development and economic growth.
Approach
The RMA team began this project with a client kick-off meeting and a two-day on-site assessment. All of RMA's work on this project
was conducted within the context of our unique, mar~et-driven approach to economic development.
Develop Profiles of Potential Visions: RMA performed background review of current real estate and economic conditions in Palm Bay
and a review of the city's Economic Development Strategy Report, the BCRD 2024 Plan, the city's Comprehensive Annual Financial
Report (CAFR), Annual Budget, and Comprehensive Plan. The RMA team then reviewed and analyzed the vision concepts that have
previously been identified for the area, including entertainment, waterfront and fishing village, high-density development, cultural
themes, and city center concepts.
Engage in Community Conversations> Conduct a Market Analysis > Create an Economic Development Strategy and Action Plan
Case Study
RMA will develop a case study working closely with DEO (Department of Economic Opportunity) staff to ensure that the case
study fully meets their needs and presents the work in a way that is relevant and relates to other communities. The RMA team
has significant experience developing and presenting case studies and will develop narrative, presentation, and visual materials
throughout the project for use in the final case study document as well as for other purposes. The RMA approach to economic
development, including the analysis of drivers and Identification of common economic development themes and opportunities
provides the perfect context and tool to develop a case study in real time.
CLIENT INFO:
Suzanne Sherman, Assistant City Manager
120 Malabar Road
Palm Bay, FL 32907
321-952-3411 x3415
Suzanne.sherman@palmbayflorida.org
Section F I Other Relevent
Financing Experience
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WEST PALM BEACH
FINANCIAL PLAN -DEVELOPMENT STRUCTURE
Effective Community Redevelopment Plans are structured in phases and accompanied by a fiscally conservative financing
andimplementation plan (the "Finance Plan") that reflects the economic realities of the CRA in the short-term (1 to 5
years). Mr. Mitchell created the original5-Year Strategic Plan for the West Palm Beach CRA. The Finance Plan prioritizes public
investment to attain the goals of the Redevelopment Plan including leveraging private sector investment. Additionally, the Finance
Plan signals to the development community, residents, lenders, and other stakeholders that a solid financial commitment has been
made by the elected officials residing over the West Palm Beach CRA.
1. Develop Baseline Financial Position
Review and analyze CRA financial records (e.g. CRA Annual Report including audits, CRA Annual Budget, City of West Palm Beach
CAFR and Budget, etc.) to develop a baseline financial position that reflects resources (e.g. available fund balance, tax increment,
investment earnings, etc.) and obligations of the CRA.
2. Develop Finance Plan Sources
Tax Increment
• Review and analyze CRA property valuation appreciation/depreciation trends and the component tax increment from the
contributing taxing authorities (City, Palm Beach County, and the West Palm Beach Downtown Development Authority [City
Center CRA District]).
• Develop assumptions relating to future property valuation within the CRA that takes into account the timing and probability of
new construction.
• Develop assumptions relating to millage rates from the contributing taxing authorities.
Leverage the property valuation and millage rate assumptions to forecast tax increment within the Finance Plan.
Other Sources
Develop assumptions relating to other revenue sources Including lease payments, private sources, Investment earnings,
financings, etc.
3. Develop Finance Plan Uses
Leverage the revenue source forecast to develop a prioritized funding plan for initiatives aimed at attaining Redevelopment Plan goals
including infrastructure improvements, land acquisition, marketing and business Incentives, debt repayment, general operations, etc.
RMA HAS CREATED, IMPLEMENTED, AND MANAGED FINANCE PLAN'S FOR NUMEROUS CRAS. RECENT
EXAMPLES INCLUDE:
PROJECT: Northwest CRA District -5 Year Finance
Plan for the Pompano Beach CRA (Plan attached)
SYNOPSIS: $48 million in forecasted investment
between fiscal years 2014-2018 (Including proposed bond issue)
DATE COMPLETED: 2009-2014
POMPANO BEACH, FL.
PROJECT: East CRA District -5 Year Finance Plan
for the Pompano Beach CRA (Plan attached)
SYNOPSIS: $19 million in forecasted investment
between fiscal years 2014-2018
(including new bond issue)
DATE COMPLETED: 2009-2014
NORTHWEST COMMUNITY REDEVELOPMENT AGENCY
"Recreating Old Pompano -the Historic Downtown"
DATE COMPLETED: 2009-present
Old Pompano's metamorphosis from a vacant and blighted historic downtown center into an arts and cultural district began with a
discovery that Broward County was deficient in spaces to create and study art. The subsequent plan provided a blue print to attract
the creative arts and like-minded people by redeveloping key CRA owned properties to redirect the market.
THE VISION: Seeing something that doesn't exist
As the Directors of the Pompano Beach CRA, it became clear that Pompano Beach's future growth depended on redeveloping the
historic center which was blighted and derelict. We considered the public real estate assets within the district and identified two
historic structures for renovation. Once we discovered the gap in the market for creative art spaces, we knew we wanted to convert
the buildings to the creative arts. This also tied into the City's plans to create a cultural campus adjacent to the municipal complex
and across the street from the historic district.
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CREATING THE PLAN: The Concept--Repositioning: The next move was repositioning the key public properties to skew the
market towards art and cultural uses while building a base of creative minded people. The Bailey Contemporary Arts (BaCA) was
the first development. The historic Bailey hotel was a 12,000 square foot, 2-story dilapidated structure with 15 small hotel rooms
and a stunning skylight on the 2nd floor. Although the structure was in poor condition, we were able to envision converting the open
space into a gallery and the hotel rooms into artist studios. Our team used local references, like the Bakehouse, to understand how
the facility could operate and how it might be renovated. The approach of this artists' collective was appealing as a tool to prevent
gentrification and to protect the property asset. The second structure, the 4,000 square foot Ali building is currently being converted
into an African American history museum and cultural center. The strategy is working. Old Pompano is now experiencing a surge of
interest from developers, investors and entrepreneurs who are in are various stages of the approval process to develop mixed use
projects and open new businesses.
MARKETING THE BRAND: We developed and continue to manage and market the creative arts district through a
comprehensive strategy that includes social and print media, cross-promotional business campaigns, targeted business attraction
and key special events.
Updating Regulatory Framework: Because the intent was to attract new development which was consistent with the historic district's
urban character, our team also amended the zoning code. The new code provides additional language to support development
around a transit center which runs along the western edge of the historic district. In 2012, the Downtown Pompano Transit Oriented
District was awarded the Florida Redevelopment Association Planning Study award.
Public infrastructure improvements: The City and CRA completely overhauled the existing infrastructure to prepare the area for the
groundswell of new development. To date, RMA has designed and managed $11 M in streetscape improvements in support of the
Downtown Connectivity project, which includes sections of Old Pompano. The project encompasses upgrades to existing utilities in
support of future growth, new sidewalks and an attractive laridscape theme. The main roadway (NE 1 Street) will be converted into
"Restaurant Row" and will feature an at-grade paver roadway to foster a desirable pedestrian experience. The project will also Include
investing $1.5M to underground overhead utilities in a .5 square mile radius as well as developing a 1 acre public plaza for $1.5M-
$2.5M. Future plans for the area include a mixed-use public parking structure (+/-500 cars) with retail space and a Fire Administration
building housing the local Fire Museum and other civic uses.
RESULTS
• BaCA is open and operational with a grand opening celebration scheduled for Fall 2014
• Ali Cultural Center is under renovation with completion scheduled Summer 2014
• Streetscape project underway with completion scheduled Fall 2014
• Hearth on First (a new concept created by a successful Delray Beach restaurateur)
is under construction with $1 M in private investments and scheduled to open Winter 2014
• Inquiries from and tours with developers, Investors and entrepreneurs Is
steadily increasing.
NORTH MIAMI BEACH
MARKET BASED LAND DEVELOPMENT REGULATIONS
Agency: City of North Miami Beach Community Redevelopment Agency
Description of Project:
Following an Economic Development Assessment, this project began with an analysis of the market demand and potential, which
differed in each of the study areas. Subsequently, the urban design team developed a vision plan for the future growth based on
the market study. The vision plan became the base for the proposed land use policies and objectives and zoning map and text
amendments. The planning team conducted a build out analysis to determine the existing entitlements under the current regulations
and the future entitlements under the proposed regulations. Additionally, RMA conducted a concurrency analysis based on the
projected entitlements to address infrastructure improvements needed as well as potential impact 'fees generated for parks and
police services.
Section G I Required Forms
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r I I I I, II I 'I I I I I I I I
,I I I I II I I II I I I I I I I I I II II II I , I: I I'11I I I
PROPOSAL SUBMITTAL CHECKLIST FORM
"Economic Impact Study"
RFQ #PL20 15-08
This checklist Indicates the forms and documents required to be submitted for this solicitation and to be presented
by the deadline set for within the solicitation. Fulfillment of all solicitation requirements listed is mandatory for
consideration of response to the solicitation. Additional documents may be required and, if so, they will be
identified In an addendum to this RFQ. The response shall include the following items:
Supplemental Instructions and Proposal Format for Respondents, / X EXHIBIT I, Attachment B
X Indemnification and Insurance Documents EXHIBIT 2 ~
X Signed Contract Documents, Professional Set'vices Agreement, V· EXHIBIT 4
X Respondents Qualification Statement V/
X List of Proposed Subcontractors and Principal Suppliers \/
X Non-Collusion Affidavit \/'
X Public Entity Crimes and ConflictS of Interest \//
X Drug Free Workplace V/
X Acknowledgement of Conformance with OSHA Standards V/
X Affidavit Concerning Federal & State Vendor Listings ~
X Related Party Transaction Verification Form V
X Presentation Team Declaration/Affidavit of Representation V/
Submit this checldist along with your proposal Indicating the completion and submission of each
required forms and/o,o documents,
Thomas F. Pepe
02·23-15
END OF SECTION
Page II of SO
II "'I' ' , " "111111,:'; "I'll 'i
I I, I I I I I [ 'I, I I I I I II I I I I, 'I. I
RESPONDENT QUALIFICATION STATEMENT
"Economic Impact Study"
RFQ #PL20 15·08
The response to this questionnaire shall be utilized as part of the CITY'S overall Proposal Evaluation and
RESPONDENT selection.
I. Number of similar Impact Study engagements completed,
a) In the past 5 years 6
b) In the past 10 years 7
2. List the last three (3) completed Impact Study engagements.
a) Impact Study Engagement:
Entity Name:
Entity Address:
Entity Telephone:
b) Impact Study Engagement:
Entity Name:
Entity Address:
Entity Telephone:
c) Impact Study Engagement:
Entity Name:
Entity Address:
Entity Telephone:
Page 12 of 50
Economic Impact Study
Dania Beach CRA
100 W. Dania Beach Blvd.
Dania Beach FL 33004
954.924.6800
Broward County Impact Study
Florida Redevelopment Association (FRA)
301 S. Bronough Street, Ste. 300
Tallahassee, FL 32302
801.701.3608
Property Tax Analysis for Downtown Residential,
Commercial & Cultural project
Nader + Museu
Wynwood, FL
561.379.5002
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3. Current workload
Project Name Owner Name Telephone Number Contract PI'ice
North Port Retail Study Oity of North Port, FL 941.429.7000
$60,000
Qalm Bay Economic Strategies City of Palm Bay, FL 321.952.3411 $40,000
South Mlaml1:11U ~ltyo ",OUn IVllaml; 305.663.6338 (Business Improvement District) South Miami Hometown, Inc.; 305.662.5447 $15,000
Red Sunset Merchant Assoc.
Miami Design District BID Miami Design 305.722.7100 $24,000 (Business Improvement District) District Association
North Miami Beach North Miami Beach CRA $60,000 CRA Plan Update 305.947.7581
South End Real Estate strategy City of West Palm Beach $40,000 561.822.2222
Economic Development Training Florida League of Cities (FLC) 850.222.9684 $10,000
4. The following Information shall be attached to the proposal.
a) RESPONDENTs home office organization chart.
b) RESPONDENTs proposed project organizational chait
c) Resumes of proposed key project personnel, Including on-site Superintendent.
5. List and describe any:
N/A
a) Bankruptcy petitions filed by or against the Respondent or any predecessor organizations,
N/A
b) Any arbitration or civil or criminal proceedings, or
N/A
Suspension of contracts or debarring from Bidding or Responding by any public agency brought
c) against the Respondent in the last five (5) years
N/A
6. Government References:
List other Government Agencies or Quasi-government Agencies for which you have done business within
the past five (5) years.
Name of Agency: City of Pompano Beach
Address: 100 W. Atlantic Blvd., Ste 400
Pompano Beach FL 33060
Telephone No.:
Contact Person:
Thomas F. Pepe
02-23-15
954.786.4600
Mayor Lamar Fisher
Page 13 of 50
Type of Project CRA Management & Finance Plan
Name of Agency: ...:C..:,:ity!,....:;of...:P...:a...:lm;,,;...::.B2ay'---__________ _
Address: ..:.1:::20::....:.:;M:::a:::la:::ba:::r~R..::o::a:.::d __________ _
Palm Bay FL 32907
Telephone No.: 321.952.3411 x3415 -----------------------------Contact Person: Suzanne Sherman, Assistant City Manager
Type of Project Economic Development Plan
Name of Agency: City of North Miami Beach
Address: 517011 NE 19th Avenue
North Miami Beach FL 33162
Telephone No.:
Contact Person:
Type of Project
Thomas F. Pepe
02·13·15
305.947.7851
Richard Lorber. Assistant City Manager
Market Based Land Use & Zoning
Page 14 of 50
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LIST OF PROPOSED SUBCONTRACTORS AND PRINCIPAL SUPPLIERS
"Economic Impact Study"
RFQ #PL20 15-08
Respondent shall list all proposed subcontractors, if subcontractors are allowed by the terms of this RFQ to be
used on this project If they are awarded the Contract.
Classification of Work Subcontractor Name Address Telephone, Fax &
Email
2655 LeJune Road 305.461.3811 (P) Planning/Forecasting Nashlngton Economlo Group, In Suite 608
Coral Gabtes, FL 33134 305.461.3822 (F)
Nashlngton Economic Group, In
2655 LeJune Road 305.461.3811 (P) Economic Analysis Suite 608 305.461.3822 (F) Coral Gables FL 33134
General Research Ken Stapleton & Associates 812 NE 191 Street 216.849.6794
Miami, FL 33179 kenstapteton.assoeie.tes@gmall.com
Other:
This list shall be provided to the City of South Miami by the apparent lowest responsive and responsible Bidder
within five (5) business days after Bid Opening.
Thom ... F. Pepe
02·23·15
END OF SECTION
Page 15 of 50
NON COLLUSION AFFIDAVIT
STATE OF FLORIDA )
)
COUNTY OF MIAMI-DADE >
---'K..:I..:m..:B::cr.:.:ie:..:s:..:ec.:.m:..:e.:.:is.:.:tec.:.r _____________ being first duly sworn, deposes and states that:
(I>
(2)
(3)
(4)
(5)
HelShelThey islare the _;;-M_e_m_b_e_r_-:-_--:-_-:--:-_____________ _
(Owner, Partner, Officer, Representative or Agent) of
.4· .. ·';l"»· .. ~.,6, .......... ,~ ............. ,.·
Redevelopment Management Associates, LLC the Respondl!nt that· has submitted "the b
attached Proposal: .. ',' '.... ,'C":' . I;''':' "', .. '. 'i
! • ", .' i .~ ,I. • ',.,'. ~.;: 'l'~" :'" '
HelShelThey Is/are fully Informed concerning the preparation and contents 'bfthe 'attached' Propos';il r
and of all pertinent cI,-cumstances concerning such Proposali ", . ," .. ..:;~:~~~~~ ,~~, , !
Such Proposal Is genuine and Is not a collusive or sham Proposal;
Neither the said Respondent nor any of Its officers, partners, owners, agents, representatives,
employees or parties In Interest, Including this affiant, have In any way colluded, conspired, connived
or agreed, directly or Indirectly, with any other Respondent, firm, or person to submit a collusive or
sham Proposal In connection with the Work for which the attached Proposal has been submitted: or
to refrain from Bidding or proposing In connection with such Work: or have In any manner, dh'ectly
or Indirectly, sought by agreement or collusion, or communication, or conference with any
Respondent, fh'm, or person to fix any overhead, profit, or cost elements of the Proposal or of any
other Respondent, or to fix any overhead, profit, or cost elements of the Proposal Price or the
Proposal Price of any other Respondent, 0" to secure through any collusion, conspiracy, connivance,
or unlawful agreement any advantage against (Recipient), or any person Interested In the proposed
Work:
The price or prices quoted in the attached Proposal are fah' and prope,' and are not tainted by any
collusion, conspiracy, connivance, or unlawful agreement on the part of the Respondent or any other
of its agents, representatives, owners, employees or parties of Interest, including this affiant.
Signed, sealed and delivered In the presence of:
Witness
~::s--
Witness L: It rfArre-
STATE OF FLORIDA
COUNTY OF MIAMI-DADE
Thomas F. Pepe
02·2]·15
5.6.2015
Date
ACKNOWLEDGEMENT
Page 16 of 50
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On this the ~ day of May , 20_15 __ , before me, the undersigned Notary Public of the State
of Florida, personally appeared (Name(s) of Indlvldual(s) who appeared before
notary) Kim Brlesemeister and whose name(s) Is/al'e Subscribed to the
within instrument, and he/she/they acknowledge that he/she/they e lItad It.
WITNESS my hand and offlclal seal.
NOTARY PUBLIC:
SEAL OF OFFICE:
Thomas F. Pepe
02·23·15
Alicia alleyne
(Name of Notary Public: Prln~ Stamp or type as commissioned,)
xx Personally known to me, or
Personal identification:
Type of Identification Produced
Old take an oath, or
Did Not take an oath.
Page 170f50
PUBLIC ENTITY CRIMES AND CONFLICTS OF INTEREST
Pursuant to the provisions of Paragraph (2) (a) of Section 287,133, Florida State Statutes -"A person or affiliate
who has been placed on the convicted vendo,' list following a conviction for a public entity crime may not submit a
Proposal 0" bid on a Cont,'act to provide any goods or services to a public entity, may not submit a Bid or
proposal for a Contract with a public entity for the construction of repair of a public building or public work, may
not submit bids or proposals on leases a" ,'eal pl'Operty to a public entity, may not be awarded to pe,fo,'m Worl,
as a RESPONDENT, Sub-cont,'actor, supplle,', Sub-consultant, 01' Consultant under a Contract with any public
entity, and may not transact business with any public entity in excess of the threshold amount Category Two of
Section 287,017, Florida Statutes, for thirty six (36) months f,'om the date of being placed on the convicted vendor
list",
The award of any contract hereunder Is subject to the provisions of Chapter I 12, Florida State Statutes,
Respondents must disclose with their Proposals, the name of any office,', director, partne,', associate or agent who
is also an officer 01' employee of the City of South Miami or its agencies,
SWORN STATEMENT PURSUANT TO SECTION 287.133 (3) (a),
FLORIDA STATUTES, ON PUBLIC ENTITY CRIMES
THIS FORM MUST BE SIGNED AND SWORN TO IN THE PRESENCE OF A NOTARY PUBLIC OR OTHER
OFFICIAL AUTHORIZED TO ADMINISTER OATHS,
I. This swom statement is submitted to
City of South Miami
[print name of the public entity]
Kim Briesemeister, Member
by ____ ~~~~~----~~----------------------------------[p"int individual's name and title]
for HedeVelolllllit!l!...Ms!lllige",nwJ",eunt'fA",s;,;s,,"o",c!i.aLUte:c;sWoLb:LC'"--__ --:: _______________ _
[print name of entity submitting sworn statement]
whose business address is 3109 E, Atlantic Blvd" Suite B
Pompano Beach FL 33062
and (if applicable) its Federal Employer Identification Number (FEIN) is 26-4367102 (If the
entity has no FEIN, include the Social Security Numbe,-of the individual Signing this swom statement:
------------------,)
2, I understand that a "public entity crime" as defined in Paragraph 287,133 (I )(g), Florida Statutes,
means a violation of any state or federal law by a person with respect to and directly ,'elated to the
transaction of business with any public entity or with an agency or political subdivision of any other state
or of the United States, including, but not limited to , any bid, proposal 0" contl'act for goods or services
to be provided to any public entity or an agency or political subdivision of any other state 01' of the United
States and involving antitrust, f,'aud, theft, bribery, collusion, racketeering, consplt'acy, 01' material
misrepresentation,
3, I understand that "convicted" 0" "conviction" as defined in Pa,'agraph 287,133 (I) (b), Florida
Statutes, means a finding of guilt 0" a conviction of a public entity crime, wtth or without an adjudication of
guilt, in any federal 0" state trial court of record relating to cha"ges b,'ought by indictment or Information
after July I, 1989, as a result of a jury ve,'dict, non-jury trial, 01' entry of a plea of guilty or nolo
contendere,
4, 01 understand that an "affiliate" as defined in Paragraph 287,133 (I) (a), Florida Statutes, mOeans:
(a) A predecessor 0" successo,' of a pe,'son convicted of a public entity c.-lme; 01'
Page 18 of 50
(b) An entity under the control of any natural person who is active In the management of the entity
and who has been convicted of a public entity cl·ime. The term "affiliate" Includes those officers,
directors. executives, pal·tnel·S, shareholders, employees, members, and agents who are active In
the management of an affiliate. The ownership by one person of shares constituting a controlling
Interest In any person, or a pooling of equipment or Income among persons when not for fall'
market value under an arm's length agreement, shall be a prima facie case that one person
controls another person. A person who knowingly enters Into a joint venture with a person who
has been convicted of a pubJic entity crime In Florida during the preceding 36 months shall be
considered an affiliate.
5. understand that a "person" as defined In Paragraph 287.133 (I) (e), Fjorlda Statytes, means any
natural person or entity organized under the laws of any state or of the United States with the legal
power to enter Into a binding contract and which bids or proposal or applies to bid 01' proposal on
contl'acts for the provision of goods or services let by a public entity, or which otherwise transacts or
applies to transact business with a public entity. The term "person" Includes those officers, directors,
executives, partners, shal'eholders, employees, members, and agents who are active In management of an
entity.
6. Based on Information and belief, the statement which I have marked below Is true In relation to the
entity submitting this sworn statement. [Indicate which statement applies.]
~ Neither the entity submitting this sworn statement, nor any of Its officers, directors, executives,
partners, shareholders, employees, members, or agents who are active In the management of the entity.
nor any affiliate of the entity has been charged with and convicted of a public entity crime subsequent to
july I, 1989.
__ The entity submitting this sworn statement, or one or more of Its officers, directors, executives,
partners, shareholders, employees, members, or agents who are active in the management of the entity,
or an affiliate of the entity has been charged with and convicted of a public entity crime subsequent to july
1,1989.
__ The entity submitting this sworn statement, or one or more of Its officers, directors, executives,
partners, shareholders, employees, members. or agents who are active in the management of the entity,
or an affiliate of the entity has been charged with and convicted of a public entity crime subsequent of july
I, 1989. However, there has been a subsequent proceeding before a Hearing Officer of the State of
Florida, Division of Administrative Hearings and the Final Order entered by the Hearing Officer
determined that It was not in the public interest to place the entity submitting this sworn statement on
the convicted vendor list. [attach a copy of the final order.]
I UNDERSTAND THAT THE SUBMISSION OF THIS FORM TO THE CONTRACTING OFFICER FOR THE PUBLIC ENTITY
INDENTIFIED IN PARAGRAPH I (ONE) ABOVE IS FOR THAT PUBLIC ENTITY ONLY, AND THAT THIS FORM IS VALID
THROUGH DECEMBER 31 OF THE CALENDAR YEAR IN WHICH IT IS fiLED. I ALSO UNDERSTAND THAT I AM
REQUIRED TO INFORM THE PUBLIC ENTITY PRIOR TO ENTERING INTO A CONTRACT IN EXCESS OF THE
THRESHOLD AMOUNT PROVIDED IN SECTION 287.017, LORI A S AT .·ES;-fO CATEGORY TWO OF ANY
CHANGE IN THE INFORMATION CONTAINED IN THIS fORM.
lSig1ii\ftll'e]
Sworn to and subscribed before me this __ 6_lh __ day of ~fV1ay ,20~.
Personally known Kim Brlesemeister ~ C~
OR Produced Identification _______ _ Notary Public -State of FLORIDA
My commission expires May 5, 2015
(Type of Identification) (Printed, typed or stamped commissioned
Form PUR 7068 (Rev.06/11/92) name of notary PUbl.i"C~) ............ ~~~~~~~~'1
Page 190f50
Thoma. F. Pepe
02·23·15
DRUG FREE WORKPLACE
Whenever two or more Bids or Proposals which are equal with respect to price, quality and sendce ao·e received
by the State or by any political subdivisions for the procurement of commodities 00· contractual services, a Bid or
Proposal received from a business that certifies that It has Implemented a drug-free workplace program shall be
given prefeo·ence In the award process. Established procedures for processing tie Bids 00· Proposals shall be
followed if none of the tied vendoo·s have a drug-free workplace po·ogo·am. In ordeo· to have a drug-free workplace
po·ogram, a business shall:
I)
2)
3)
4)
5)
Publish a statement notifying employees that the unlawful manufacture, dlstrl~utlon, dispensing,
possession, or use of a controlled substance is prohibited in the workplace and specifying the
actions that shall be taken against employees for violations of such po·ohlbltlon.
Infoo·m employees about the dangers of drug abuse in the workplace, the business' policy of
maintaining a drug-free workplace, any available drug counseling, rehabilitation, and employee
assistance programs, and the penalties that may.be imposed upon employees for drug abuse
violations.
Give each employee engaged in providing the commodities or contractual services that are under
Bid a copy of the statement specified in Subsection (I).
In the statement specified In Subsection (I), notify the employees, that, as a condition of working
of the commodities or conto·actual services that are under Bid, he employee shall abide by the
terms of the statement and shall notify the employee of any conviction of, or plea of guilty or nolo
contendere to, any violation of Chapter 893 or of any controlled substance law of the United
States or any state, for a violation occurring in the woo·kplace no later than five (5) business days
after such conviction.
Impose a sanction on, or require the satisfactory participation In a drug abuse assistance 00·
rehabilitation program, if such Is available In the employee's community, by"any employee who is
so convicted.
6) Make a good faith effoo·t to continue to maintain a drug-free workplace through Implementation
of this section. /-~-··~~cC!l
As the person authorized to sign I~C; stAten:.~_~~ll.HhllFfirm complies fully with the above requirements.
RESPONDENT's Signature: ~,-) =_/
Print Name: __ K_im_B_rl_e_se_m_e_?r_'_e_r ___________ _
Date: 5/6/2015
Thomas F. Pepe
02·23.15
Page 20 of SO
, II 10 I 0 0 I 0 1 0
, ,'Iii
II II 1111' I I I I I I I I I i
ACKNOWLEDGEMENT OF CONFORMANCE WITH OSHA STANDARDS
TO THE CITY OF SOUTH MIAMI
We, Redevelopment Management Associates, LLY(Name of CONTRACTOR), hereby acknowledge and agree that as
CONTRACTOR for the "Economic Impact Study" project as speclfled have the sole responsibility for
compliance with all the requirements of the Federal Occupational Safety and Health Act of 1970, and all State and
local safety and health regulations, and agree to Indemnify and hold harmless the City of South Miami and NIA
(Consultant) against any and all liability, claims, damages, losses and expenses they may incur due to the failure of
(Sub-contracto,-'s names):
to comply with such act or regulation,
CONTRACTOR
(,/~~);~7"
BY: -:-:-"'"7"'="='-=L",,-_' _____ _
Name
Kim Briesemeister
Title f1i3H /Joe
Thomas F. Pepe
02-23-15
Page 2 I of 50
, II ' i ' I ' I" ','Iii
I I I I I I I 'I I I I I I I 1 I I ~ ,
AFFIDAVIT CONCERNING
FEDERAL AND STATE VENDOR LISTINGS
The person, or entity, who Is responding to the City's solicitation, hereinafter" referred to as "Respondent", must
certify that the Respondent's name Does Not appear on the State of Florida, Department of Management Services,
"CONVICTED, SUSPENDED, DISCRIMINATORY FEDERAL EXCLUDED PARTIES and COMPLAINTS VENDOR
LISTINGS".
If the Respondent's name boes appear" on one or all the "Listings" summarized below, Respondents must "Checl< If
Applies" next to the applicable "Listing." The "Listings" can be accessed through the following link to the Florida
Department of Management Services website:
~1llL/ll)'1lgrldD"gOllbLIIlJmu;!~1Il.1.\Wl.u.tIilinalnBlyondgr Informilllonlcgnylclgd..lY!ll
~p.lJllD.u ycndot..lJm.
DECLARATION UNDER PENALTY OF PERJURY
Kim Briesemelsler (hereinafter refer"red to as the "Declarant") state, under penalty of perjury,
that the following statements are true and correct: .
(I) I represent the Respondent whose name is Redevelopment Management Assoc,ale~, LLC
(2) I have the follOWing relationship with the Respondent Member (Owner (if Respondent is a
sole proprietor), President (If Respondent Is a corporation) Partner (if Respondent is a partnership), General
Partner" (If Respondent Is a Limited Partnership) or Managing Member (If Respondent Is a Limited Liability
Company).
(3) I have reviewed the Florida Department of Management Services website at the following URL address:
http://www.dms.myflorlda.com/buslness_operatlons/state_purchaslng/vendor _Informatlon/convicted_suspended_dl
scrlmlnatory_complalnts_ vendor Jlsts
(4) I have entered an "x" or a check marl< beside each listing/category set forth below If the Respondent's
name appears in the list found on the Florida Department of Management Services website for that category or
listing" If I did not enter a mark beside a listing/category It means that I am attesting to the fact that the
Respondent's name does not appear on the listing for that category in the Florida Department of Management
Services website as of the date of this affidavit.
Check if
Applicable
Convicted Vendor List
Suspended Vendor List
Discriminatory Vendor List
Federal Excluded Parties List
Vendor Complaint Ust
FURTHER DECLARANT SAYETH NOT,
STATE OF FLORIDA
COUNTY OF MIAMI.DADE
Kim Briesemelster
On this the 6th day of May , 20~, before me, the undersigned authority, personally
appeared Kim Briese'ii'iels{er ---''-----who is personally know to me or who provided the
following Identification and who tool< an oath or affirmed that that he/she/they executed the
foregoing Affidavit as the Declarant.
WITNESS my hand and official seal.
NOTARY PUBLIC:
Thomas F. Pepe
Ol"Z3" I 5
SEAL
(Name of Notary Public: Print,
Stamp or type as commiSSioned.)
Page 22 'of 50
ALICIA ALLEYNE
• NOllrr PubliC· SIIII 01 Florida l Mr Comm. Elqllll. Mlr 5, 2018
• CommiSSion /I FF 119147
BDnded Through National Nillary Assn.
RELATED PARTY TRANSACTION VERIFICATION FORM
Kim Briesemeister , individually and on behalf of Redevelopment Management Associates, LLC
("Fit'm")have Name of Representative CompanylVendoriEntity read the City of South Miami ("City")'s Code of Ethics,
Section 8A-1 of the City's Code of Ordinances and I hereby certify. under penalty of perjury that to the best of my
Imowledge, infot'mation and belief:
(I) neither I nor the Firm have any conflict of interest (as defined in section SA-I) with regard to the contract or
business that I, and/or the Firm, am (are) about to petform for, or to transact with, the
City. and
(2) neither I nor any employees. officers. directors of the Firm, nor anyone who has a financiallntet'est greater than
5% in the Fit·m. has any relative(s). as defined in section SA-I. who is an employee of the City or who is(are) an
appointed or elected official of the City, or whp Is (are) a member of any public body created by the City
Commission, i.e .• a board or committee of the City. [while the ethics code stili applies. if the person executing this
fot'm is doing so on behalf of a firm whose stock Is publicly tt·aded. the statement in this section (2) shall be based
solely on the slgnatory's personal knowledge and he/she is not required to make an independent investigation as to
the relationship of employees or those who have a financial interest In the Firm.); and
(3) neither I nor the Firm. nor anyone who has a financial intereSt greater than 5% in the Firm. not· any member of
those persons' immediate family (i.e .• spouse, parents. chlldt'en, brothers and sisters) has transacted or entered into
any contract(s) with the City at· has a financial interest. direct or indirect. in any business being transacted with the
city. or with any person or agency acting for the city. other than as follows:
(use (if necessary. use a separate sheet to supply additional information that will not fit on this line; however. you
must make reference. on the above line, to the additional sheet and the additional sheet must be Signed under
oath). [while the ethics code stili applies. If the person executing this form is doing so on behalf of a firm whose
stock is publicly traded. the statement in this section (3) shall be based solely on the signatory's personal
knowledge and he/she Is not required to make an independent investigation as to the relationship of those who
have a financial interest in the Firm.]; and
(4) no elected and/or appointed official or employee of the City of South Miami. or any of their immediate family
members (i.e .• spouse. parents. children. brothers and sisters) has a financial Interest, directly or Indirectly. in the
contract between you and/or your Firm and the City other than the following Individuals whose interest is set
forth following their use a separate names: --:-:-:-:--:-:--:---,---:---,:-:--:---:-:-"7--:-----
(if necessat·y. use a separate sheet to supply additional information that will not fit on this line; however. you must
make reference. on the above line. to the additional sheet and the additional sheet must be signed under oath). The
names of all City employees and that of all elected and/or appointed city officials or board members. who own.
directly Ot' indirectly. an interest of five percent (5%) or mot'e of the total assets of capital stock in the firm are as
follows:
(if necessary. use a separate sheet to supply additional information that will not fit on this line; however. you must
make reference. on the above line. to the additional sheet and the additional sheet must be signed under oath).
[while the ethics code still applies. if the person executing this fot'm Is doing so on behalf of a firm whose stock is
publicly traded. the statement in this section (4) shall be based solely on the slgnatot'y's personal knowledge and
he/she Is not t'equlred to make an independent investigation as to the financial interest in the Firm of city
employees. appOinted officials or the immediate family members of elected and/or appointed official or employee.)
(5) I and the Firm furthet' agree not to use or attempt to use any knowledge. property or resource which may
come to us through our pOSition of trust. or through our petformance of our duties under the terms of the
contract with the City. to secure a special privilege. benefit. or exemption for ourselves. ot· others. We agree that
we may not disclose or use Information. not available to membet·s of the general public. for our personal gain or
benefit or for the pet'sonal gain or benefit of any other pet'son or business entity. outside of the normal gain or
benefit anticipated through the performance of the contract.
Page 23 of SO
"II' I" I' ' I" 11',11
,I II ,I I II,I I I I III' I I I I I I I I I I j'l II
(6) I and the Firm hereby acknowledge that we have not contracted 01· transacted any business with theelty or
any person or agency acting for the City. and that we have not appeared In representation of any third party before
any board, commission or ~£encY of the City· within the (Joist two years othel· than ,as.
f II 11;1 NPv!de Elll) (J3ushiess Illlp'r'Ovalllll'rlt \)IMlicIJ consuflillli uHvic:c! \tl1l1l! I,1l1d Sunsot Mnrch-antii A~!:1Clnllt'tfl, SfJuth r~llmllli{lrollhmn, IIlC,. ilnd 1110 Clly 01 S(UJaml o OWS: 10 uul!d C.:lpMm .. us am"'flusl 1lI0oeltV fJlillnl5. U(lfllB 11 dl!Sl/(r.{ !lInn ar.cl glJiOr: !htl.!illQ!.Q.~ llIoce.s!>.!.!l~J!Uh !Ipal tlJ~"h"~",B",,ID,--__ ---,-_ II
necessary. use a separate sheet to supply addltlonallnlormatlon that will not fit on this line: however, you must
make relerence, on the above line, to the additional sheet and the additional sheet must be signed under oath).
X:\PurchasingIVendol· Reglmation\ 12.28.12 RELATED PARTY TRANSACTION VERIFICATION FORM [3].docx
(7) Neither I nor any employees. officers, or directors 01 the fit·m. nor any 01 their Immediate lamily (i.e .• as a
spouse. son. daughter. parent. brother or sister) is related by blood or marriage to: (i) any member 01 the City
Commission; (ii) any city employee; 01· (iii) any member of any board or agency of the City other than as follows:
:-:--:-_-:-----;_-:::-_-;:-_-,--:-::---:-_______ ,(il necessary. use a separate sheet to supply additional
Inlormatlon that will not fit on this line; however. you must make reference, on the above line. to the additional
sheet and the additional sheet must be signed under oath). [while the ethics code stili applies. il the person
executing this form is doing so on behall 01 a firm whose stock Is publicly traded. the statement in this section (7)
shall be based solely on the signatory's personal knowledge and he/she is not required to make an independent
investigation as to the relationship by blood or marriage of employees. ofncers, or directors of the Firm. or of any
01 their Immediate lamily to any appointed or elected officials of the City. or to their Immediate family members].
(8) No Other Firm, nor any officers or directors of that Other Firm or anyone who has a financial Interest greater
than 5% In that Other Firm. nor any member of those persons' immediate lamlly (I.e .• spouse. parents. children,
brothers and sisters) nor any of my immediate family members (hereinafter referred to as "Related Parties") has
responded to a solicitation by the City in which I or the Firm that I repres~nt or anyone who has a financial
interest greater than 5% In the Firm. or any member of those persons' Immediate family (I.e. spouse. parents,
children, brothers and Sisters) have also responded, other than the following:
______ ---:---: __ ---:-:-::-_:--:: __ --,-_--.-:----:_---,-,--::---:-_____ (If
necessary. use a separate sheet to supply additionallnlormatlon that will not fit on this line; however. you must
make reference. on the above line. to the additional sheet and the additional sheet must be signed under oath).
[while the ethics code still applies. If the person executing this form is doing so on behalf of a firm whose stock is
publicly traded. the statement In this section (8) shali be based solely on the signatory's personal l<nowledge and
he/she is not required to make an Independent Investigation Into the Other Firm. or the Firm he/she represents. as
to their officers. directors or anyone having a financial Interest In those Firms or any of their any member of those
persons' immediate family.]
(9) I and the Firm agree that we al·e obligated to supplement this Verification Form and Inform the City of any
change In circumstances that would change our answers to this document. Specillcally. after the opening of any
responses to a solicitation, I and the Fh·m have an obligation to supplement this Verification Form with the name of
all Related Parties who have also responded to the same solicitation and to disclose the relationship of those
parties to me and the Firm.
(10) A violation of the City's Ethics Code. the giving of any false information or the failure to supplement this
Vel·iflcation Form, may subject me or the Firm to Immediate termination of any agreement with the City. and the
imposition 01 the maximum fine and/or any penalties allowed by law. Additionally. violations may be considered by
and subject to action by the Mlaml·Dade County Commission on Ethics. Under penalty of perjury. I declare that I
have made a diligent effp):.t to Investig~te the matters to which I am attesting hereinabove and that the statements
made herelnabove/o(~ru;;-~r-9..cQ(~~cr1rle best of my knowledge. Information and beliel.
Signature: (LV
s:; r ,.
PI·int Name & Title: Kim Briesemeister. Member
Date: __ 5/_6_/2_0_15 ______ _
Thomas F. Pepe
02.23·15
Page 24 of 50
Sec. 8A·I •• Conflict of interest and code of ethics ordinance.
(a) Designation.
This section shall be designated and known as the "City of South Miami Conflict of Interest and Code of Ethics
Ordinance." This. section shall be applicable to all city personnel as defined below, and shall also constitute a
standard of ethical conduct and behavior for all autonomous personnel. quasi-judicial personnel. advisory personnel
and departmental pet-sonne!. The provisions of this section shall be applied in a cumulative manner. By way of
example. and not as a limitation. subsections (c) and (d) may be applied to the same contract or transaction.
(b) Definitions. For the purposes of this section the folloWing definitions shall be effective:
(I) The term "commission members" shall refer to the mayot' and the members of the city commission.
(2) The term "autonomous personnel" shall refet· to the membet's of autonomous authorities. boards and agencies.
such as the city community redevelopment agency and the health facilities authority.
(3) The term "quasi-judicial personnel" shall refer to the members of the planning boat'd. the envit'Onmental review
and pt'eservation board. the code enfot'cement board and such other Individuals. boards and
agencies of the city as perform quasi-judicial functions.
(4) The term "advisory personnel" shall refer to the members of those city advisory boards and agencies whose
sole or primary responsibility Is to recommend legislation or give advice to the city commission.
(5) The term "departmental personnel" shall t'efer to the city clerk. the city managet'. department heads. the city
attorney. and all assistants to the city clerk. city managet' and city attorney. howevet' titled,
(6) The term "employees" shall refet' to all other personnel employed by the city.
(7) The term "compensation" shall refer to any money, gift, favor. thing of value or financial benefit conferred. or to
be conferred. in return for services rendet'ed or to be rendered.
(8) The term "controlling financial interest" shall refer to ownership. directly or Indirectly. of ten percent or more
of the outstanding capital stock in' any corporation Ot: a direct or Indirect Interest of ten percent or more in a firm.
partnership. or other business entity at the time of transacting business with the city,
(9) The term "Immediate family" shall refer to the spouse. parents. children. bt'others and sisters of the person
involved.
(10) The term "transact any business" shall t'efer to the purchase or sale by the city of specific goods or services for
consideration and to submitting a bid. a proposal in response to a RFQ. a statement of qualifications In response to
a request by the city. or entering into contract negotiations for the provision
on any goods or services. whichever first occurs.
(c) Prohibition on transacting business with the city.
No person included In the terms defined in paragraphs (b)( I) through (6) and In paragraph (b)(9) shall enter Into
any contract or transact any business in which that person or a member of the immediate family has a financial
interest, direct or Indirect with the city or any person or agency acting for the city, and any such contract,
agreement or business engagement entered in violation of this subsection shall t'endet' the transaction voidable.
Willful violation of this subsection shall constitute malfeasance in office and shall affect forfeiture of office or
position, Nothing In this subsection shall prohibit 01' make Illegal:
(I) The payment of taxes, special assessments or fees for services prOVided by the city government;
(2) The put'chase of bonds. anticipation notes or other securities that may be issued by the city through
underwriters Ot' directly from time to time.
Waiver of prohibition, The t'equirements of this subsection may be waived for a particular transaction only by four
affirmative votes of the city commission after public hearing upon finding that:
(I) An open-to-all sealed competitive proposal has been submitted by a city person as defined in paragraphs (b)(2),
(3) and (4);
(2) The proposal has been submitted by a person Ot' fit'm offering set'vices within the scope of the practice of
architecture, professional engineering, or registered land surveying. as defined by the laws of the state and pursuant
to the provisions of the Consultants' Competitive Negotiation Act. and when the proposal has been submitted by a
city person defined in parag,'aphs (b)(2). (3) and (4);
(3) The property or services to be involved in the proposed transaction are unique and the city cannot avail itself
of such property or set'vices without entet'ing a transaction which would violate this subsection but for waiver of
its reqUirements; and
(4) That the proposed transaction will be in the best interest of the city.
This subsection shall be applicable only to prospective transactions, and the city commission may in no case ratify a
tt'ansaction entered in violation of this subsection.
Thomas F. Pepc
02-23-15
Page 25 of 50
I
, II I, I" I ' I, h'lil I
I I, I I II I I I I I I I I I I II
II I II III I I II I I I I I I I, I I II I I I I I t I I III
Provisions cumulative, This subsection shall be taken to be cumulative and shall not be construed to amend or I'epeal
any other law pertaining to the same subject matter,
(d) Further prohibition on transacting business with the city.
No person included In the terms defined In paragraphs (b)(I) through (6) and in pal'agl'aph (b)(9) shall enter into
any contract or transact any business through a firm, corporation, partnership or business entity in which that
person ai' any member of the immediate family has a controlling financial interest, direct ai' indirect, with the city
ai' any person or agency acting for the city, and any such contract, agreement or business engagement entered in
violation of this subsection shall render the transaction voidable. The remaining prOVisions of subsection (c) will
also be applicable to this subsection as though Incorporated by recitation.
Additionally, no person Included in the term defined in paragraph (b)( I) shall vote on 01' participate in any way in
any matter presented to the city commission if that person has any of the following relationships with any of the
persons or entities which would be or might be dil'ectly or indil'ectly affected by any action of the city commission:
(I) Officer, director, partner, of counsel, consultant, employee, fiduciary or beneficiary; or
(2) Stockholdel', bondholder, debtor, or creditor, if In any instance the transaction 01' matter would affect the
person defined in paragraph (b)(I) In a manner distinct from the manner in which it would affect the public
genel'ally. Any person included In the term defined in paragraph (b)( I) who has any of the specified relationships
or who would or might, directly or indirectly, realize a profit by the action of the city commission shall not vote on
or participate in any way in the matter.
(E.) Gifts.
(I)Defillition. The term "gift" shall refer to the transfel' of anything of economic value, whether in the form of
money, service, loan, travel, entertainment, hospitality, item or promise, or In any other form, without
adequate and lawful consldel'atlon.
(2)Exceptiolls. The provisions of paragraph (e)( I) shall not apply to:
a. Political contributions specifically authorized by state law;
b. Gifts from relatives or members of one's household, unless the person is a conduit on behalf of a third party to
the delivery of a gift that is prohibited under paragraph(3);
c. Awards for profeSSional or civic achievement;
d. Material such as books, reports, periodicals or pamphlets which are solely Informational or of an advertising
nature.
(3) Prohibitions. A person described In pal'agraphs (b)( I) through (6) shall neither solicit nor demand any gift. It Is
also unlawful for any person or entity to offer, give or agree to give to any person Included in the terms defined in
paragraphs (b)( I) through (6), or fOl' any person included In the terms defined In paragraphs (b)( I) through (6) to
accept or agree to accept from ·another person or entity, any gift for or because of:
a. An official public action taken, or to be taken, or which could be taken, or an omission or failure to take a public
action;
b. A legal duty performed or to be performed, 01' which could be perfol'med, or an omission or failure to perform
a legal duty;
c. A legal duty violated or to be violated, or which could be violated by any pel'son Included in the term defined in
paragraph (b)( I); or
d, Attendance or absence from a public meeting at which official action Is to be taken.
(4) Disclosure. Any person included in the tel'm defined in paragraphs (b)( I) through (6) shall disclose any gift, or
series of gifts from anyone person or entity, having a value In excess of $25.00. The disclosure shall be made by
filing a copy of the disclosure form I'equired by chapter /12, Florida Statutes, for "local
officers" with the city cled< simultaneously With the filing of the form with the clerk of the county and with the
Florida Secretary of State.
(!) Compulsory disclosure by employees of flrms doing business with the city.
Should any person Included in the terms defined in paragraphs (b)(l) through (6) be employed by a corporation,
firm, partnership or business entity in which that person or the immediate family does not have a controlling
financial interest, and should the corporation, firm, partnership 01' business entity have substantial business
commitments to or from the city ai' any city agency, 01' be subject to direct regulation by the city 01' a city agency,
then the person shall file a sworn statement disclosing such employment and interest with the clerk of the city,
(g) E.xploltatlon of official position prohibited.
No person included In the terms defined in paragraphs (b )(1) through (6) shall corruptly use or attempt to use an
official position to secure special privileges or exemptions for that person or others,
(h) Prohibition on use of confldentlal information,
Thomas F. Pepa
02,23,) 5
Page 26 of 50
, I
, II I, I" I, I" 1,'liI
III I III I II II I I II I I I I I II I I I ,I II III
No person included In the tet·ms defined in paragraphs (b)( I) through (6) shall accept employment or engage In
any business or professional activity which one might
reasonably expect would require or Induce one to disclose confldentiallnformation acquit-ed by reason of an
official position, nor shall that person in fact ever disclose confidential infot·mation garnered or gained through an
official position with the city, not· shall that person ever usc such information, directly at· indlt·ectly, fat· pet·sonal
gain or benefit.
(i) Conflicting employment prohibited.
No person Included in the terms defined in paragraphs (b)( I) through (6) shall accept other employment which
would impait· independence of judgment in the performance of any public duties.
(j) Prohibition on outside em"loyment.
(I) No person included in the terms defined in paragraphs (b)(6) shall receive any compensation for services as an
officer at· employee of the city from any source other than the city, except as may be permitted as follows:
a. Generally prohibited. No full-time city employee shall accept outside employment, either Incidental, occasional or
othet·wise, where city time, equipment or material is to be used at· where such employment at· any part thet·eof is
to be performed on city time.
b. Wilen permitted. A full-time city employee may accept incidental or occasional outside employment so long as
such employment Is not contrat·y, detrimental or adverse to the Interest of the city or any of its departments and
the approval required in subparagraph e. is obtained.
c. Approval of department head required. Any outside employment by any full-time city employee must first be
approved in writing by the employee's department head who shall maintain a complete record of such employment.
d. Penalty. Any person convicted of violating any provision of this subsection shall be punished as provided in
section I-II of the Code of Miami-Dade County and, In addition shall be subject to dismissal by the appointing
authority. The city may also assess against a violator a fine not to exceed $500.00 and the costs of investigation
incurred by the city.
(2) All full·time city employees engaged In any outside employment for any person, firm, corporation or entity
other than the city, or any of Its agencies or Instrumentalities, shall file, under oath, an annual report Indicating the
source of the outside employment, the natut·e of the work being done and any amount of money or other
consideration received by the employee from the outside employment, City employee reports shall be filed with
the city clet·k. The rep am shall be available at a t·easonable time and place for Inspection by the public. The city
manager may reqUire monthly reports from Individual employees or groups of employees fat· good cause ..
(Ie) Prohibited Investments,
No person included In the terms defined In pat·agraphs (b)(l) through (6) or a member of the Immediate family
shall have personal Investments In any enterpt·lse which will create a substantial conflict between private interests
and the public Interest.
(I) CertaIn appearances and "ayment prohibited.
(I) No person included in the terms defined in paragraphs (b)( I), (5) and (6) shall appear before any city board at·
agency and make a presentation on behalf of a third person with respect to any matter, license, contract,
certificate, ruling, decision, opinion, t·ate schedule, franchise, or other benefit sought by the third person. Nor shall
the person receive any compensation at· gift, directly or Indirectly, for set·vlces t·endered to a third person, who
has applied for or Is seeking some benefit from the city at· a city agency, In connection with the particular benefit
sought by the third person. Nor shall the person appear in any court or before any administrative tribunal as
counselor legal advisor to a party who seeks legal relief from the city or a city agency through the suit in question.
(2) No person included In the terms defined In paragraphs (b)(2), (3) and (4) shall appear before the city
commission 01· agency on which the person serves, either directly or through an associate, and make a
presentation on behalf of a third pet·son with respect to any matter, license, contt·act, certificate, ruling, decision,
opinion, rate schedule, franchise, or other benefit sought by the third person. Nor shall such person receive any
compensation at· gift, directly or Indirectly, for services rendered to a third party who has applied for or Is seeking
some benefit ft-om the city commission or agency on which the person serves In connection with the particular
benefit sought by the third party. Nor shall the person appear In any court at· before any administrative tdbuna! as
counselor legal advisor to a third party who seeks legal relief ft·om the city commission or agency on which such
person serves thl"Ough the suit in question.
(m) Actions prohibited when (lnanclal Interests Involved.
No person Included In the terms defined in parag,·aphs (b) (I) through (6) shall participate In any official action
directly or indirectly affecting a business in which that person or any membet· of the immediate family has a financial
interest. A financial intet"est Is defined in this subsection to Include, but not be limited to, any dh·ect or Indirect
interest in any investment, equity, or debt.
Thomas F. Pape
02·23·15
Page 27 of 50
(n) Acquiring (lnanc/allnterests.
No person included in the terms defined in palllgraphs (b)( I) through (6) shall acquire a financial interest In a
project, business entity 01' property at a time when the person believes or has reason to believe that the financial
interest may be directly affected by official actions or by official actions by the city 01' city agency of which the
person is an official, officer 01' employee,
(0) Recommending professional services.
No person included in the terms defined In paragl'aphs (b)(l) through (4) may recommend the services of any
lawyer 01' law fil'm, architect or architectural fll'm, public relations firm, 01' any other person or firm, professional
01' otherwise, to assist in any transaction involving the city 01' any of its agencies, provided that a recommendation
may properly be made when required to be made by the duties cif
office and in advance at a public meeting attended by other city officials, officers 01' employees,
(p) ContInuing application after city service.
(I) No person included in the terms defined In paragl'aphs (b)(I), (5) and (6) shall, for a period oftwo years after
his 01' her city service or employment has ceased, lobby any city official [as defined In paragl'aphs
(b)( I) thl'ough (6)] in connection with any judicial 01' other proceeding, application, RFP, RFQ, bid, request for
ruling or other detel'mination, contract, claim, controversy, chal'ge, accllsation, arrest ai' other particular subject
matter in which the city 01' one of its agencies Is a party 01' has any interest whatever, whether direct 01' indirect,
Nothing contained In this subsection shall prohibit any individual from submitting a routine administrative request
01' application to a city department 01' agency during the two-year period after his or her service has ceased.
(2) The provisions of the subsection shall not apply to persons who become employed by governmental entities,
50 I (c)(3) non-profit entities or educational Institutions or entities, and who lobby on behalf of those entities in
their official capacities,
(3) The provisions of this subsection shall apply to all persons described In paragraph (p)(l) whose city service or
employment ceased after the effective date of the ordinance from which this section derives.
(4) No person described in paragraph (p)( I) whose city service or employment ceased within two years prior to
the effective date of this ordinance shall for a period of two years after his or her service or employment enter
into a lobbying contract to lobby any city official In connection with any subject described In paragraph (p)( I) in
which the city 01' one of Its agencies Is a pany or has any direct and substantial interest; and in which he or she
participated directly or indirectly through decision, approval, disapproval, I'ecommendatlon, the rendering of advice,
Investigation, or otherwise, dUl'ing his ai' her city sel'vice 01' employment, A person participated "directly" where he
01' she was substantially Involved in the particular subject mattei' through decision, approval, disapproval,
recommendation, the rendering of advice, Investigation, 01' otherwise, during his or her city service or
employment. A person participated "indirectly" where he 01' she knOWingly participated in any way In the panlcular
subject matter through decision, approval, disapproval, recommendation, the rendering of advice, Investigation, or
otherwise, during his 01' her city service or employment, All persons covered by this paragraph shall execute an
affidavit on a fOl'm approved by the city attorney prior to lobbying any city official attesting that the
requirements of this subsection do not pl'eclude the person from lobbying city officials.
(5) Any person who violates this subsection shall be subject to the penalties provided In section 8A-2(p),
(q) City attorney to render opInions on request.
Whenevel' any person Included in the terms defined in paragraphs (b)( I) through (6) and paragraph (b)(9) is in
doubt as to the proper interpretation ai' application of this conflict of interest and code of ethics ordinance, 01'
whenever any person who renders services to the city Is In doubt as to the applicability of the ordinance that
person, may submit to the city attorney a full written statement of the facts and questions. The city attorney shall
then render an opinion to such person and shall publish these opinions without use of the name of the person
advised unless the person permits the use of a name.
lOrd, No, 6·99-/680, § 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 enth'ety and replaced
them with new §§
8A·1 and SA·2. Former §§ 8A·1 and 8A-2 pertained to declal'ation of policy and definitions, respectively, and
del'lved from Ord. No. 634, §§ I (I A.I), I (I A-2) adopted Jan, II, 1969,
Thomas F, Pepe
02-23·15
Page 28 of 50
I .
II ' 'I,,·, i ,: I '. ','III I
I II I I II I I I I II 111" II I I I ,11111 I I I I I I I II I I I I' II III
PRESENTATION TEAM
DECLARATION/AFFIDVAIT OF REPRESENTATION
This affidavit is not required for compliance with the City's Solicitation; howevel·, It may be used to avoid the need
to register members of your presentation team as lobbyists. Pursuant to City Ordinance 28-14-2206 (c)(9), any
person who appears as a representative for an Individual or firm for an oral presentation before a City certification,
evaluation, selection, technical I·evlew or similar committee, shall list on an affidavit provided by the City staff, all
individuals who may make a presentation. The affidavit shall be filed by stafl \ylth the Clerk's office at the time the
committee's proposal is submitted to the City Manager, For the purpose of this subsection only, the listed
members of the presentation team, with the exception of any person otherwise required to register as a lobbyist,
shall not be I·equired to pay any registration fees. No person shall appear before any committee on behalf of an
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 City Clerk's office as a lobbyist and has paid all applicable lobbyist registration fees.
Pursuant to '92.525(2), Florida Statutes, the undersigned, Kim Briesemeister , makes the following declaration
under penalty of perjury;
Listed below are all individuals who may make a presentation on behalf of the entity that the affiant represents.
Please note; No person shall appear before any committee on behalf of anyone unless he or she has
been listed as part of the firm's presentation team pursuant to this paragraph or unless he or she Is
registered with the Clerl"s office as a lobbyist and has paid all applicable lobbyist registration fees,
Christopher Brown Member, RMA, LLC
Kevin Crowder Director of Economic Development, RMA, LLC
Rachel Bach Sr. Project Manager, RMA, LLC
Ken Stapleton President, Ken Stapleton & Associates
Tony Villamil Founder & Principal, Washington Economics Group
For the purpose of this Affidavit of Representation only, the listed members of the presentation team, with the
Elxception of any person otherwise required to register as a lobbyist, shall not be reqUired to pay any registration
fees. The Affidavit of Representation shall be filed with the City Clerk's office at the time the committee's proposal
is submitted to the City as part of the procurement pl·ocess,
Under penalties of perjury, I declare that I have read the foregoing declaration and that the facts stated In It are
true and specifically that the persons listed above are the members of the presentation team of the entity listed
below
Exe~ute~~f?_-'M=ay,--_____ , 2015.
SI~D~f Representative
rom Brlesemeister, Member
Print Name and Title
Thom.s F. Pepe
02·23·15
Redevelopment Management Associates, LLC
Print name of entity being represented
END OF SECTION
Page 29 of SO
BACKGROUND
EXHIBIT #1
Attachment A
SCOPE OF SERVICES
"Economic Impact Study"
RFQ #PLlO 15·08.
It is the Intention of the City to select a qualified firm to create an Economic Impact Study pursuant
to the Scope of Services contained In this RFQ. The purpose of this study Is to build on the City's
land use, transportation, and economic development planning efforts to strategically assess the
CIty's tax base pattern and projected trends, determine generally whether additional ad valorem tax
base growth/diversification advisable and necessary to maintain existing service standards, and
present/discuss preliminary options to enable further growth of the City's tax base while maintaining
the quality of life for the CIty's existing residents.
All references to "City" In this RFQ shall be a reference to the City Manager for the City of South
Miami unless otherwise specifically defined. All references to the City Manager shall also mean the
manager's designee. This RFQ shall serve to provide Interested parties with general Information as
to the procedures for selection of persons for the South Miami Economic Impact Study.
The City of South Miami Intends to retain a consultant to create City of South Miami Economic
. Impact StUdy. The City shall use a competitive negotiation process in selecting the consultant.
Consultant proposals shall be evaluated by the City utilizing exhIbIt 3, "evaluatIon and SelectIon
CrIterIa." Respondents deemed as best suited and qualified shall be selected by a Selection
Committee of at least three (3) City representatives for discussion and/or presentations, ranking
and subsequent negotiations with the highest ranked consultant.
INTRODUCTION/OVERVIEW
Incorporated In 1927, the City of South Miami Is one of the oldest municipalities in Miami-Dade
County. With a population of approximately 13,700 within 2.2 square miles, the City experienced
an average annual growth rate of 2 percent between 200 I and 20 13, which was higher than that
experienced by Miami Dade County and the State of Florida.
Between 200 I and 2007, the City of South Miami experienced a significant Increase In per capita
taxable values (an average of II % per year). Similar to other Florida Jurisdictions, approximately
2008, the City's tax base started to decline. Although this downward trend has apparently stopped,
the overall ad valorem tax base. has slipped. With the decrease In ad valorem tax revenues, the
availability of other revenue sources becomes more Important than ever. The CIty's tax base Is well
diversified, with approximately SS percent generated from residential properties and 4S percent
from non-residential properties. Most of the non-residential development Is within a very limited
geographic area which Is located on the US I/Dlxie Highway corridor while the remaining parts of
the city Include primarily residential land uses.
Typically, ad valorem revenues generated by single family residential uses do not keep pace with the
cost of providing public services. Therefore, over time, CIties increasingly rely on non-residential
and non-homesteaded residential uses to maintain adequate public services. The City's Evaluation
and Appraisal Report (EAR) based amendments adopted In 20 I 0, recognized and Identified,
Thoma. F. Pepe
02·1]·15
Page 30 of 50
Increasing the CIty's tax base and fiscal health through new development and redevelopment,
Including Increased property values, annexations, Impact fees, grants, and other strategies as
appropriate as one of the City's goals.
Because there Is almost no vacant land In the City of South Miami, options to grow and further
diversify the property tax base seem to Include:
-Expansion of non-residential uses Into single-family residential areas;
-Strengthening of existing non-residential uses, including further infill and redevelopment
around the South Miami Metrorail station; and/or
-Annexation of nearby/adjacent non-residential uses.
DELIVERABLES
Draft Report. The consultant shall prepare and provide a report that documents the elements of
the study, Including, but not limited to, a description of the overall methodology, findings, supporting
Justification, recommendations, priorities and projected budget for an implementation plan. The
consultant shall present Information at briefing meetings with City staff and affected City
departments at critical points in the preparation process.
Final Report and Presentation. A final report of the plan shall be provided and presented to the
City Commission or review and approval. The consultant shall complete the plan and provide the
final report on or before September 30. 2015.
The consultant will be responsible for preparation of all documentation, Including documents
required for presentations and public meetings. It Is anticipated that the consultant will provide the
following services and work products:
I. Administrative draft document for staff review -Six (6) hard copies, one (I) electronic copy, in
searchable PDF format that is compatible with the CSM's equipment (e.g. CD/DVD/Flash Drive.)
2. Draft document for public distribution -Six (6) hard copies, one (I) electronic copy, in
searchable PDF format, that are compatible with the CSM's equipment (e.g.CD/DVD/Flash
Drive).
3. Final document for CSM Commission and public distribution -Six (6) hard copies, (I) electronic
copy, in searchable PDF format, that are compatible with the CSM's equipment (e.g.
CD/DVD/Flash Drive).
4. Attendance at public hearings and meetings. At least one charrette prior to plan development
and two public hearings with the City Commission are anticipated. Additional public hearings or
meetings with stakeholder groups may be necessary.
5. Display materials (slldeshows, multimedia, free-standing, etc.) and copies of necessary
documents for all presentations and public hearings.
Thoma. F. Pepe
02·23·15
END OF SECTION
Page 31 of 50
EXHIBIT#I
Attachment B
SUPPLEMENTAL INSTRUCTIONS AND PROPOSAL FORMAT FOR
RESPONDENT
"Economic Impact Study"
RFQ #PL20 15·08
I. Format and Content ofRFQ Response
Firms responding to the solicitation, shall disclose their qualifications to serve as a
consultant for the City In the format set forth below. Failure to provide requested
Information may result in your proposal being deemed non-responsive and
therefore eliminated from further consideration.
A. Title Page
I. Show the name of Respondent's agency/firm, address, telephone number, name of
contact person, date and the subject: REQUEST FOR QUALIFICATIONS For
"Economic Impact Study", RFQ #PL20 15-08.
B. Table of Contents
Include a clear identification of the material by section and by page number.
C. Cover Letter and Executive Summary
This letter should be signed by the person in your firm who is authorized to negotiate
terms, render binding decisions, and commit the firm's resources.
Summarize your firm's qualifications and experience to serve as a Consultant. This response
should emphasize the strength of the firm in any relevant areas which you feel the City
should weigh in its selection, based on the criteria set forth above.
Summarize your firm's understanding of the work to be done and make a positive
commitment to perform the /work in accordance with the terms of the proposal being
submitted. This section should summarize the key points of your submittal. Limit to one or
two pages.
D. Firm Overview
State the full legal name and organizational structure of the firm. Describe the ownership
structure of your firm. State the location of the office that will be serving the City including
mailing address and telephone numbers.
a. Name of Firm submitting responding to the solicitation.
b. Name and title of individual responsible for the submittal.
c. Mailing address.
d. Telephone and facsimile numbers.
Thoma. F. Pepe
02·23·15
Page 32 of 50
, II . I.· I . I" ','Iii I
I I I I I I
I I • II I I I I I I I I I I I I I I
E. Personnel and References
Identify the primary individuals who will provide services to the City with regard to the day-
to-day relationship with the City and include a brief resume for each of the primary
individuals including licenses and certifications held by those individuals. Provide a list of five
clients the firm has worked with in the last 36 months. Indicate the firm's experience with
clients within the State of Florida and provide a brief description of the type of serVices
provided as well as the names, titles, addresses and telephone numbers of those primarily
responsible for the account. In addition to the day-to-day relationship, please provide
. information regarding the firm's and individual's experience with engagements which are
similar to Project contemplated by the City. Finally, provide specific services required to
complete this project, that are provided by your firm, through subcontractors or
subconsultants.
F. Other Relevant Financing Experience
Provide a description of your proposed primary individuals' relevant experience over the
last three years with other cities that you believe are relevant to this proposed engagement.
Include three case studies, if available, that illustrate experience with relevant services
where the proposed primary individuals have served as consultants for similar engagements
as proposed by the City detailed in the Scope of Services in this RFQ. Please limit your
response to two pages.
Thomas F. Pepe
02-23-15
END OF SECTION
Page 33 of 50
EXHIBIT 2
Insurance & Indemnification Requirements
1.0 I Insurance
A Without limiting Its liability, the contractor, consultant or consulting firm (hereinafter referred to as
"FIRM" with regard to Insurance and Indemnification requirements) shall be required to procure and
maintain at its own expense during the life of the Contract, insurance of the types and in the minimum
amounts stated below as will protect the FIRM, from claims which may arise out of or result from the
contract or the performance ofthe contract with the City of South Miami, whether such claim Is against
the FIRM or any sub-contractor, 01' by anyone directly 01' Indirectly employed by any of them or by
anyone for whose acts any of them may be liable.
B. No Insurance required by the CITY shall be Issued or written by a surplus lines carrier unless authorized
In writing by the CITY and such authorization shall be at the CITY's sole and absolute discretion. The
FIRM shall purchase Insurance from and shall maintain the Insurance with a company or companies lawfully
authorized to sell Insurance In the State of Florida, on forms approved by the State of Florida, as will
protect the FIRM, at a minimum, from all claims as set forth below which may arise out of or result from
the FIRM's operations under the Contract and for which the FIRM may be legally liable, whether such'
operations be by the FIRM or by a Subcontractor or by anyone directly or indirectly employed by any of
them, or by anyone for whose acts any of them may be liable: (a) claims under workers' compensation,
disability benefit and other similar employee benefit acts which are applicable to the Work to be
performed; (b) claims for damages because of bodily injury, occupational sickness or disease, or death of
the FIRM's employees; (c) claims for damages because of bodily injury, sickness or disease, or death of any
person other than the FIRM's employees; (d) claims for damages Insured by usual personal injury liability
coverage; (e) claims for damages, other than to the Work Itself, because of Injury to or destruction of
tangible property, Including loss of use resulting there from; (f) claims for damages because of bodily
injury, death of a person 01' property damage arising out of ownership, maintenance or use of a motor
vehicle; (g) claims for bodily injury or property damage arising out of completed operations: and (h)
claims Involving contractual liability Insurance applicable to the FIRM's obligations under the Contract
1.02 Firm's Insurance Generally. The FIRM shall provide and maintain in force and effect until all the Work to
be performed under this Contract has been completed and accepted by CITY (or for such duration as is otherwise
specified hereinafter), the insurance coverage written on Florida approved forms and as set forth below:
1.03 Workers' Compensation Insurance at the statutory amount as to all employees in compliance with the
'Workers' Compensation Law" of the State of Florida including Chapter 440, Florida Statutes, as presently written
or hereafter amended, and all applicable federal laws. In addition, the policy (ies) must include: Employers' Liability
at the statutory coverage amount. The FIRM shall further Insure that all of Its Subcontractors maintain appropriate
levels of Worker's Compensation Insurance.
1.04 Commercial Comprehensive General Liability insurance with broad form endorsement, as well as
automobile liability, completed operations and products liability, contractual liability, severability of interest with
cross liability prOVision, and personal Injury and property damage liability with limits of $1 ,000,000 combined single
limit per occurrence and $2,000,000 aggregate, including:
• Personal Injury: $1,000,000;
• Medical Insurance: $5,000 per person;
• Property Damage: $500,000 each occurrence;
1.05 Umbrella Commercia! Comprehensive General Liability Insurance shall be written on a Florida approved
form with the same coverage as the primary Insurance policy but in the amount of $1 ,000,000 per claim and
$2,000,000 Annual Aggregate. Coverage must be afforded on a form no more restrictive than the latest edition of
the Comprehensive General Liability policy, without restrictive endorsements, as filed by the Insurance Services
Office, and must include:
(a) Prem ises and Operation
(b) Independent Contractors
(c) Products andlor Completed Operations Hazard
(d) Explosion, Collapse and Underground Hazard Coverage
Page 34 of 50
Thomas F. Pepe
02·23·15
(e) Broad Form Property Damage
(f) Broad Form Contractual Coverage applicable to this specific Contract, including any hold harmless
and/or indemnification agreement
(g) Personal Injury Coverage with Employee and Contractual Exclusions removed, with minimum limits of
coverage equal to those required for Bodily Injury Liability and Property Damage liability.
1.06 Business Automobile Liability with minimum limits of One 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 and Property Damage Liability. Umbrella coverage must be afforded on a form no more restrictive than
the latest edition of the Business Automobile Liability policy, without restrictive endorsements, as filed by with the
state of Florida, and must include:
(a) Owned Vehicles.
(b) Hired and Non-Owned Vehicles
(c) Employers' Non-Ownership
1.07 SUBCONTRACTS: The FIRM agrees that if any part of the Work under the Contract is sublet, the
subcontract shall contain the same insurance provision as set forth in section 5.1 above and 5.4 below and
substituting the word Subtontractor for the word FIRM and substituting the word FIRM for CITY where applicable.
1.08 Fire and Extended Coverage Insurance (Builders' Risk). IF APPLICABLE:
A In the event that this contract Involves the construction of a structure, the CONTRACTOR shall
maintain. with an Insurance Company or Insurance Companies acceptable to the CITY, "Broad" form/AIl
Risk Insurance on buildings and structures, includ Ing Vandalism & Malicious Mischief coverage, while In the
course of construction, Including foundations, additions, attachments and ali permanent fixtures belonging
to and constituting a palt of said buildings or structures. The policy or policies shall also cover machinery,
if the cost of machinery Is Included In the Contract, or If the machinery Is located In a building that Is being
renovated by reason of this contract. The amount of Insurance must, at all times, be at least equal to the
replacement and actual cash value ofthe Insured property. The policy shall be In the name of the CITY
and the CONTRACTOR, as their Interest may appear, and shali also cover the Interests of all
Subcontractors perform Ing Work.
B. All of the prOVisions set forth In Section 5.4 herein below shall apply to this coverage unless It would be
clearly not applicable.
1.09 Miscellaneous:
A. If any notice of cancellation of Insurance or change In coverage Is Issued by the Insurance company or
should any Insurance have an expiration date that will occur during the period of this contract, the FIRM
shall be responsible for securing other acceptable insurance prior to such cancellation, change, or
expiration so as to provide continuous coverage as specified in this section and so as to maintain
coverage during the life of this Contract
B. Ali deductlbles must be declared by the FIRM and must be approved by the CITY. At the option of the
CITY, either the FIRM shall eliminate or reduce such deductible or the FIRM shall procure a Bond. in a
form satisfactory to the CITY covering the same.
C. The policies shall contain waiver of subrogation against CiTY where applicable, shall expressly provide
that such policy or poliCies are primary over any other collectible Insurance that CIT)' may have. The
CITY reserves the right at any time to request a copy of the required policies for review. All policies
shall contain a "severability of Interest" or "cross liability" clause without obligation for premium
payment of the CITY as well as contractual liability provision covering the Contractors duty to indemnify
the City as prOVided In this Agreement.
D. Before starting the Work, the FIRM shall deliver to the CITY and CONSULTANT certificates of such
insurance, acceptable to the CITY, as well as the Insurance binder, If one is issued, the insurance polley,
including the declaration page and all applicable endorsements and provide the name, address and
telephone number of the Insurance agent or broker through whom the policy was obtained. The Insurer
shall be rated AVII or better per AM. Best's Key Rating Guide, latest edition and authorized to issue
insurance in the State of Florida. All insurance poliCies must be written on forms approved by the State
of Florida and they must remain in full force and effect for the duration of the contract period with the
CITY. The FIRM may be required by the CITY, at its sole discretion, to provide a "certified copy" of the
Polley (as defined in Article I of this document) which shall include the declaration page and all required
endorsements. In addition, the FIRM shall deliver, at the time of delivery of the insurance certificate, the
following endorsements:
(I) a policy provision or an endorsement with substantially similar provisions as follows:
Thoma. F. Pepe
02-2]-15
Page 35 of 50
"The City of South Miami Is an additional Insured. The Insurer shall pay all sums that the City of
South Miami becomes legally obligated to pay as damages because of 'bodily Injury", 'property
damage' , or "personal and advertising Injury" and It will provide to the City ali of the coverage
that Is typically provided under the standard Florida approved forms for commercial general
liability coverage A and coverage B";
(2) a policy provision or an endorsement with substantially similar provisions as follows:
"This policy shall not be cancelled (Including cancellation for non-payment of premium),
terminated or materially modified without first giving the City of South Miami ten (10) days .
advanced written notice of the Intent to materially modify the policy or to cancel or terminate
the policy for any reason. The notification shall be delivered to the City by certified mall, with
proof of delivery to the City."
E. If the FIRM Is providing professional services, such as would be provided by an architect, engineer,
attorney, or accountant, to name a few, then In such event and In addition to the above requirements,
the FIRM shall also provide Professional liability Insurance on a Florida approved form in the amount of
$1,000,000 with deductible per claim If any, not to exceed 5% of the limit of liability providing for all sums
which the FIRM shall become legally obligated to pay as damages for claims arising out of the services or
work performed by the FIRM Its agents, representatives, Sub Contractors or assigns, or by any person
employed or retained by him In connection with this Agreement. This Insurance shall be maintained for
four years after completion of the construction and acceptance of any Project covered by this
Agreement However, the FIRM may purchase Specific Project Professional liability Insurance, in the
amount and under the terms specified above, which Is also acceptable. No Insurance shall be Issued by a
surplus lines carrier unless authorized In writing by the city at the city's sole, absolute and unfettered
discretion.
Indemnification Requirement
A The Contractor accepts and voluntarily incurs all risks of any Injuries, damages, or harm which might
arise during the work or event that Is occurring on the CITY's property due to the negligence or other fault of the
Contractor or anyone acting through or on behalf of the Contractor.
B. The Contractor shall Indemnify, defend, save and hold CITY, its officers, affiliates, employees,
successors and assigns, harmless from any and all damages, claims, liability, losses, claims, demands, suits, fines,
judgments or cost and expenses, including reasonable attorney's fees, paralegal fees and Investigative costs
Incidental there to and Incurred prior to, during or following any litigation, mediation, arbitration and at all
appellate levels, which may be suffered by, or accrued against, charged to or recoverable from the City of South
Miami, Its officers, affiliates, employees, successors and assigns, by reason of any causes of actions or claim of any
kind or nature, Including claims for injury to, or death of any person or persons and for the loss or damage to any
property arising out of a negligent error, omission, misconduct, or any gross negligence, Intentional act or harmful
conduct of 'the Contractor, its contractor/subcontractor or any of their officers, directors, agents, representatives,
employees, or assigns, or anyone acting through or on behalf of any of them, arising out of this Agreement, Incident
to it, or resulting from the performance or non-performance of the Contractor's obligations under this
AGREEMENT.
C. The Contractor shall pay all claims, losses and expenses of any kind or nature whatsoever, in
connection therewith, including the expense or loss of the CITY and/or its affected officers, affiliates, employees,
successors and assigns, including their attorney's fees, In the defense of any action in law or eqUity brought against
them and arising from the negligent error, omission, or act of the Contractor, its Sub-Contractor or any of their
agents, representatives, employees, or assigns, and/or arising out of, or incident to, this Agreement, or Incident to
or resulting from the performance or non-performance of the Contractor's obligations under this AGREEMENT.
D. The Contractor agrees and recognizes that neither the CITY nor Its officers, affiliates, em ployees,
successors and assigns shall be held liable or responsible for any claims, Including the costs and expenses of
defending such claims which may result from or arise out of actions or omissions of the Contractor, Its
contractor/subcontractor or any of their agents, representatives, employees, or assigns, or anyone acting through
or on behalf of the them, and arising out of or concerning the work or event that Is occurring on the CITY's
property. In revlewlns approving or rejecting any submissions or acts of the Contractor, CITY In no way assumes
ThomBS F. Pepe
02-13-15
Page 36 of 50
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1 1111 : II: 111' I I I I II I II I : I I I I I I I
or shares responsibility or liability for the acts or omissions of the Contractor. Its contractor/subcontractor or any
of their agents, representatives, employees, or assigns, or anyone acting through or on behalf of them.
E. The Contractor has the duty to provide a defense with an attorney or law firm approved by the City
of South Miami, which approval will not be unreasonably withheld.
F. However, as to design professional contracts, and pursuant to Section 725.08 (I), Florida Statutes,
none of the provisions set forth herein above that are In conflict with this subparagraph shall apply and this
subparagraph shall set forth the sole responsibility of the design professional concerning Indemnification. Thus,
the design professional's obligations as to the City and Its agencies, as well as to Its officers and employees, Is to
Indemnify and hold them harmless from liabilities, damages, losses, and costs, Including. but not limited to,
reasonable attorneys' fees, to the extent caused by the negligence, recklessness, or Intentionally wrongful conduct
of the design professional and othel' persons employed or utilized by the design professional In the performance
of the contract.
Thomas F. Pepe
02·23·15
THIS IS INCLUDED IN THE GENERAL CONDITIONS
END OF SECTION
Page 37 of 50
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Scoring and Ranking
EXHIBIT 3
Evaluation and Selection Criteria
"Economic Impact Study"
RFQ #PL20 15·08
Phase I -Competitive Selection-Rankin!:; maximum 100 points. Consultant submittals shall be
evaluated by the City. Respondents deemed as best suited and qualified shall be selected by a
Selection Committee of at least three (3) City representatives for discussion and/or
presentations, ranking and subsequent negotiations with the highest ranked consultant.
The evaluation factors used for determining qualifications for ranking include;
• The ability of professional personnel, including the employees or principals of the firm;
subcontractors (if any) and, pertinent training, skills, experience and references. Firms
with in-house specialties as it relates to the scope of services will be granted a higher
score. (Max. 40 points)
• Firms proposed approach to provide the services as described in the Scope of Services.
(Max. 30 points)
• Respondent's ability to meet City timelines and budget requirements based on the
current and projected workload of the firm. (Max. 20 points)
• Other factors, such as; including the volume of work previously awarded to the firm by
the City, with the object of effecting an equitable distribution of contracts among
qualified firms, so long as the most highly qualified firms are selected. Firms that have
done prior business with the City will not receive any preference In the scoring and
ranking. (Max. 10 points)
Phase II -Competitive Negotiations.
Submittals will be evaluated by a Selection Committee. A ranking of all respondents or short-
listed respondents will be determined by the Selection Committee. The Selection Committee
may schedule interviews and/or presentations with the "short:list" respondents or, any
respondents.
A final ranking of all firms or short-listed firms will be submitted to the City Manager for review
and approval. Once the City Manager has approved the final rankings, negotiations with the
first ranked firm will be initiated. If those negotiations are unsuccessful, negotiations will be
opened with the next ranked firm, etc., until the successful completion of negotiations and
execution of contracts. .
The City reserves the right to reject any or all proposals, to further negotiate any proposals, to
request clarification of information submitted in any submittal to request additional information
from any proposer, and to waive any Irregularities In any proposal.
Thomas F. Pepe
02·2]·15
END OF SECTION
Page 38 of 50
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I II I I ~ I I I I I I I I II I I I I I I I I : I , I I ' I I I I I • I I I I I : I I I II I I II
EXHIBIT 4
PROFESSIONAL SERVICE AGREEMENT
"Economic Impact Study"
THIS AGREEMENT made and entered into this __ day of ,20_ by and
between the City of South Miami, a political subdivision of the State of Florida (hereinafter referred to as
Owner) by and through it is City Manager (hereinafter referred to as City) and _______ _
::-=-=-:-=-:-::-:::::-:-:-=,..--;----,authorized to do business in the State of Florida, hereinafter referred to as the
"CONSULTANT". In consideration ofthe premises and the mutual covenants contained in this
AGREEMENT, the City of South Miami, through its City Manager, agrees the following terms and
conditions:
1.0 General Provisions
1.1 A Notice to Proceed will be issued by the City Manager, or his designee, following the
signing of this AGREEMENT. This AGREEMENT does not confer on the CONSULTANT any exclusive
rights to perform work on behalf of the Owner other than the work described in the Notice to
Proceed (hereinafter referred to as the "WORK"), nor does it obligate the Owner in any manner to
guarantee work for the CONSULTANT.
1.2 The CITY agrees that it will furnish to the CONSULTANT plans and other data
available in the CITY files pertaining to the WORK to be performed under thi,s AGREEMENT promptly
after the issuance of the Notice to Proceed.
2,0 Time for Completion
2.1 The services to be rendered by the CONSULTANT for any WORK shall be
commenced upon written Notice to Proceed from the CITY subsequent to the execution of this
AGREEMENT and shall be completed within the time based on reasonable determination, stated in
the said Notice to Proceed.
2.2 A reasonable extension of time will be granted in the event there is a delay on the
part of the CITY in fulfilling its part of the AGREEMENT, change of scope of work or should any other
events beyond the control of the CONSULTANT render performance of his duties Impossible.
3.0 Basis of Compensation: The fees for services of the CONSULTANT shall be determined by one of
the following methods or a combination thereof, as mutually agreed upon by the CITY and the
CONSULTANT.
a. A fixed sum: The fee for a task or a scope of work may be a fixed sum as mutually agreed upon
by the CITY and the CONSULTANT and If ,such an agreement Is reached, It shall be In writing.
signed by the CONSULTANT and attached hereto as ATTACHMENT A:
b. Hourly rate fee: If there Is no fixed sum or If additional work Is requested without an agreement
as to a fIXed sum, the CITY agrees to pay. and the CONSULTANT agrees to accept, for the
services rendered pursuant to this AGREEMENT. fees In accordance with the following:
Hourly Rate
Hourly rates will Include all wages, benefits, overhead and profit and It shall be In writing, signed
by the CONSULTANT and attached hereto as ATTACHMENT A.
4.0 Payment and Partial payments. The CITY will make monthly payments or partial payments to
the CONSULTANT for all authorized WORK performed during the previous calendar month as
set forth in the schedule of payment as set forth in A TTACHM£NT TSA or, if no schedule of
payment exhibit is attached to this Agreement then payment will be made, 30 days following the
Thomas F. Pepe
O~.23.15
Page 39 of 50
receipt of CONSULTANT's invoice, as the work progresses but only for the work actually
performed.
5.0 Ri2ht of Decisions.. All services shall be performed by the CONSULTANT to the satisfaction
of the CITY's representative, who shall decide all questions, difficulties and disputes of whatever
nature which may arise under or by reason of this AGREEMENT, the prosecution and fulfillment
of the services, and the character, quality, amount and value and the representative's decisions
upon all claims, questions, and disputes shall be final, conclusive and binding upon the parties
unless such determination is clearly arbitrary or unreasonable. I n the event that the
CONSULTANT does not concur in the judgment of the representative as to any decisions made
by him, he shall present his written objections to the City Manager and shall abide by the
decision of the City Manager.
6.0 Ownership of Documents. All reports and reproducible plans, and other data developed by the
CONSULTANT for the purpose of this AGREEMENT shall become the property of the CITY
without restriction or limitation in connection with the owner's use and occupancy of the
project.
7.0 Audit Ri2hts. The CITY reserves the right to audit the records of the CONSULTANT related to
this AGREEMENT at any time during the execution of the WORK and for a period of one year
after final payment is made. This provision Is applicable only to projects that are on a time and
cost basis.
8.0 Syblettjn2. The CONSULTANT shall not sublet, assign, or transfer any WORK under this
AGREEMENT without the prior written consent of the CITY.
9.0 Warranty. The CONSULTANT warrants that it has not employed or retained any company or
person, other than a bona fide employee working solely for the CONSULTANT, to solicit or
secure this contract and that he has not paid or agreed to pay any company or person other
than a bona fide employee working solely for the CONSULTANT any fee, commission,
percentage fee, gifts or any other considerations contingent upon or resulting from the award or
making ofthis contract. For breach or violation ofthis warranty, the CITY shall have the right to
annul this contract without liability.
10.0 Termination. It is expressly llnderstood and agreed that the CITY may terminate this
AGREEEMENT for any reason or no reason and without penalty by either declining to issue
Notice to Proceed authorizing WORK, or, if a Notice to Proceed is issued, CITY may
terminate this agreement by written notice to CONSULTANT, and in either event the CITY's
sole obligation to the CONSULTANT shall be payment for the work preViously authorized and
performed in accordance with the provisions of this AGREEMENT. Payment shall be
determined on the basis of the work performed by the CONSULTANT up to the time of
termination. Upon termination, the CITY shall be entitled to a refund of any monies paid for
any period of time subsequent to date of termination for which no work was performed.
11.0 Thrm. This AGREEMENT shall remain in force until the end of the term, which includes all
authorized renewals, or unless otherwise terminated by the CITY.
12.0 Default. In the event either party fails to comply with the provisions of this AGREEMENT,
the aggrieved party may declare the other party in default and notify the defaulting party in
writing. If CITY is in default, the CONSULTANT will only be compensated for any completed
professional services and CONSULTANT shall not be entitled to any consequential or delay
damages. In the event partial payment has been made for such professional services not
completed, the CONSULTANT shall return such sums to the CITY within ten (10) days after
notice that said sums are due. In the event of any litigation between the parties arising out of
or relating in any way to this AGREEMENT or a breach thereof, each party shall bear its own
costs and legal fees.
13.0 Insurance and Indemnification. The CONSULTANT agrees to comply with CITY's Insurance
and Indemnification reqUirements that are set forth In ATTACHMENT S to this
AGREEMENT.
Thorn ... F. Pepe
02·23·15
Page 40 of 50
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I I II II I I I I I I II I I I I I III I I III I, I
With copies by U.S. mall to:
To CONSULTANT:
City Attorney
6130 Sunset Dr.
South Miami, FL 33143
Fax: (305) 341-0584
E-mail: tpgpo@soythmlamlfl.soy
IN WITNESS WHEREOF, this AGREEMENT Is accepted on the date first above written
subject to the terms and conditions set forth herein.
ATTESTED:
By: ---,--:_..,...,--,--,-_.,___-::-::-,-,:--
Marla M. Menendez, CMC
City Clerk
Read and Approved as to Form, Language,
Legality and Execution thereof:
By: .-= __ ---=:-=-__ :::--____ _
Thomas F. Pepe, Esq.
City Attorney
ThDmas F, Pepe
02·23·15
By: ..,..\,-~~-=-"~ __ _
City of South Miami
B~ __ .,___--~--.,___--------__
Steven Alexander
City Manager
Page 43 of 50
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PROFESSIONAL SERVICE AGREEMENT
"Economic Impact Study"
Attachment A
"Fixed Fee Schedule/Hourly Rates"
Page 44 of SO
1.010
C.
ATTACHMENT B
PROFESSIONAL SERVICE AGREEMENT
"Economic Impact Study"
Insurance & Indemnification Requirements
Insurance
Without limiting Its liability, the contractor, consultant or consulting firm (hereinafter referred to as
"FIRM" with regard to Insurance and Indemnification requirements) shall be required to procure and
maintain at Its own expense during the life of the Contract, insurance of the types and in the minimum
amounts stated below as will protect the FIRM, from claims which may arise out of or result from the
contract or the performance of the contract with the City of South Miami, whether such claim is against
the FIRM or any sub-contractor, or by anyone directly or indirectly employed by any of them or by
anyone for whose acts any of them may be liable.
D. No insurance required by the CITY shall be Issued or written by a surplus lines carrier unless authorized
in writing by the CITY and such authorization shall be at the CITY's sole and absolute discretion. The
FIRM shall purchase insurance from and shall maintain the insurance with a company or companies
lawfully authorized to sell Insurance In the State of Florida, on forms approved by the State of Florida, as
will protect the FIRM, at a minimum, from all claims as set forth below which may arise out of or result
from the FIRM's operations under the Contract and for which the FIRM may be legally liable, whether
such operations be by the FIRM or by a Subcontractor or by anyone directly or Indirectly employed by
any of them, or by anyone for whose acts any of them may be liable: (a) claims under workers'
compensation, disability benefit and other similar employee benefit acts which are applicable to the Work
to be performed; (b) claims for damages because of bodily Injury, occupational sickness or disease, or
death of the FIRM's employees; (c) claims for damages because of bodily Injury, sickness or disease, or
death of any person other than the FIRM's employees; (d) claims for damages insured by usual personal
injury liability coverage; (e) claims for damages, other than to the Work Itself, because of Injury to or
destruction of tangible property, including loss of use reSUlting there from; (I) claims for damages because
of bodily Injury, death of a person or property damage arising out of ownership, maintenance or use of a
motor vehicle; (g) claims for bodily injury or property damage arising out of completed operations; and
(h) claims Involving contractual liability Insurance applicable to the FIRM's obligations under the Contract
1.0 II Firm's Insurance Generally. The FIRM shall provide and maintain in force and effect until all the Work to
be performed under this Contract has been completed and accepted by CITY (or for such duration as is otherwise
specffied hereinafter), the Insurance coverage written on Florida approved forms and as set forth below:
1.012 Workers' Compensation Insurance at the statutory amount as to all employees In compliance with the
"Workers' Compensation Law" of the State of Florida Including Chapter 440, Florida Statutes, as presently written
or hereafter amended, and all applicable federal laws. In addition, the policy (Ies) must Include: Employers' liability
at the statutory coverage amount The FIRM shall further Insure that all of its Subcontractors maintain appropriate
levels of Worker's Compensation Insurance.
1.013 Commercial Comprehensive General Liability Insurance with broad form endorsement, as well as
automobile liability, completed operations and products liability, contractual liability, severability of interest with
cross liability provision, and personal injury and property damage liability with limits of $1,000,000 combined single
limit per occurrence and $2,000,000 aggregate, including:
• Personal Injury: $1,000,000;
• Medical Insurance: $5,000 pel' person;
• Property Damage: $500,000 each occurrence;
1.014 Umbrella Commercial Comprehensive Genera! L1ablllt,y insurance shall be written on a Florida approved
form with the same coverage as the primary insurance policy but In the amount of $1,000,000 per claim and
$2,000,000 Annual Aggregate. Coverage must be afforded on a form no more restrictive than the latest edition of
the Comprehensive General Liability policy, without restrictive endorsements. as flied by the Insurance Services
Office, and must include:
(a) Premises and Operation
Thomas F. Pepe
01-13-15
Page 45 of 50
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I
I II I IIII I I II I III I II II I i:1 I I I I I I I I I I I ,II I
(b) Independent Contractors
(c) Products and/or Completed Operations Hazard
(d) explosion, Collapse and Underground Hazard Coverage
(e) Broad Form Property Damage
(I) Broad Form Contractual Coverage applicable to this specific Contract, Including any hold harmless
and/or Indemnification agreement
(g) Personal Injury Coverage with Employee and Contractual Exclusions removed, with minimum limits of
coverage equal to those required for Bodily Injury Liability and Property Damage Liability.
1.0 I 5 Business Aytomoblle Liability with minimum limits of One 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 and Property Damage Liability. Umbrella coverage must be afforded on a form no more restrictive than
the latest edition of the Business Automobile Liability policy, without restrictive endorsements, as flied by with the
state of Florida, and must Include:
(a) Owned Vehicles.
(b) Hired and Non-Owned Vehicles
(c) Employers' Non-Ownership
1.016 SUBCONTRACTS: The FIRM agrees that If any part of the Work under the Contract Is sublet, the
subcontract shall contain the same Insurance provision as set forth In section 5.1 above and 504 below and
substituting the word Subcontractor for the word FIRM and substituting the word FIRM for CITY where
applicable.
1.017 Fire and Extended Coverage Insurance (Builders' Risk), IF APPLICABLE:
C. In the event that this contract Involves the construction of a structure, the CONTRACTOR shall
maintain, with an Insurance Company or Insurance Companies acceptable to the CITY, "Broad" form/AIl
Risk Insurance on buildings and structures, Including Vandalism & Malicious Mischief coverage, while In the
course of construction, Including foundations, additions, attachments and all permanent fixtures belonging
to and constituting a part of said buildings or structures. The policy or policies shall also cover
machinery, If the cost of machinery Is Included In the Contract, or If the machinery Is located In a building
that Is being renovated by reason of this contract The amount of Insurance must, at all times, be at least
equal to the replacement and actual cash value of the Insured property. The policy shall be In the name of
the CITY and the CONTRACTOR, as their Interest may appear, and shall also cover the Interests of all
Subcontractors performing Work
D. All of the provisions set forth In Section 5.4 herein below shall apply to this coverage unless It would be
clearly not applicable.
1.018 Miscellaneous:
F. If any notice of cancellation of Insurance or change In coverage Is Issued by the Insurance company or
should any insurance have an expiration date that will occur during the period of this contract, the FIRM
shall be responsible for securing other acceptable Insurance prior to such cancellation, change, or
expiration so as to provide continuous coverage as specified In this section and so as to maintain
coverage during the life of this Contract.
G. All deductlbles must be declared by the FIRM and must be approved by the CITY. At the option of the
CITY, either the FIRM shall eliminate or reduce such deductible or the FIRM shall procure a Bond, In a
form satisfactory to the CITY covering the same.
H. The policies shall contain waiver of subrogation against CITY where applicable, shall expressly provide
that such policy or policies are primary over any other collectible Insurance that CITY may have. The
CITY reserves the right at any time to request a copy of the required policies for review. All poliCies
shall contain a "severability of Interest" or "cross liability" clause without obligation for premium
payment of the CITY as well as contractual liability provision covering the Contractors duty to Indemnify
the City as provided In this Agreement
Before starting the Work, the FIRM shall deliver to the CITY and CONSULTANT certificates of such
Insurance, acceptable to the CITY, as well as the Insurance binder, If one Is Issued, the Insurance policy,
Including the declaration page and all applicable ehdorsements and provide the name, address and
telephone number of the Insurance agent or broker through whom the policy was obtained. The Insurer
shall be rated AVII or better per AM. Best's Key Rating Guide, latest edition and authorized to Issue
Insurance In the State of Florida. All Insurance policies must be written on forms approved by the State
of Florida and they must remain In full force and effect for the duration of the contract period with the
CITY. The FIRM may be required by the CITY, at Its sole discretion, to provide a "certified copy" of the
Policy (as defined In Article I of this document) which shall Include the declaration page and all required
Thomas F. Papa
02-23-15
Page 46 of 50
endorsements. In addition. the FIRM shall deliver. at the time of delivery of the Insurance certificate. the
following endorsements:
(3) a policy provision or an endorsement with substantially similar prOVisions as follows:
"The City of South Miami Is an additional Insured. The Insurer shall pay all sums that the City of
South Miami becomes legally obligated to pay as damages because of 'bodily Injury". 'property
damage' • or "personal and advertising Injury" and It will provide to the City all of the coverage
that Is typically provided under the standard Florida approved forms for commercial general
liability coverage A and coverage S";
(4) a policy prOVision or an endorsement with substantially similar provisions as follows:
"This policy shall not be cancelled (including cancellation for non-payment of premium).
terminated or materially modified without first giving the City of South Miami ten (10) days
advanced written notice of the intent to materially modify the policy or to cancel or terminate
the policy for any reason. The notification shall be delivered to the City by certified mall. with
proof of delivery to the City."
J. If the FIRM Is providing professional services. such as would be provided by an architect. engineer.
attorney. or accountant, to name a few. then in such event and in addition to the above requirements.
the FIRM shall also provide Professional liability Insurance on a Florida approved form Iii the amount of
$1.000.000 with deductible per claim if any. not to exceed 5% of the limit of liability prOViding for all
sums which the FIRM shall become legally obligated to pay as damages for claims arising out of the
services or work performed by the FIRM Its agents. representatives. Sub Contractors or assigns. or by
any person employed 01' retained by him In connection with this Agreement. This insurance shall be
maintained for four years after completion of the construction and acceptance of any Project covered by
this Agreement. However. the FIRM may purchase Specific Project Professional Liability Insurance, In the
amount and under the terms specified above, which Is also acceptable. No Insurance shall be Issued by a
surplus lines carrier unless authorized In writing by the city at the city's sole. absolute and unfettered
discretion.
Indemnification Requirement
G. The Contractor accepts and voluntarily Incurs all risks of any Injuries. damages. or harm which might
arise during the work or event that Is occurring on the CITY's property due to the negligence or other fault of the
Contractor or anyone acting through or on behalf of the Contractor.
H. The Contractor shall Indemnify. defend. save and hold CITY. its officers. affiliates. employees.
successors and assigns. harmless from any and all damages. claims. liability. losses. claims. demands. suits. fines.
judgments or cost and expenses. Including reasonable attorney's fees, paralegal fees and Investigative costs
incidental there to and Incurred prior to. during or following any litigation. mediation. arbitration and at all
appellate levels. which may be suffel'ed by, 01' accrued against. charged to or recoverable from the City of South
Miami. its officers. affiliates. employees. successors and assigns. by reason of any causes of actions or claim of any
kind or nature. Including claims for Injury to. or death of any person or persons and for the loss or damage to any
property arising out of a negligent error, omission. misconduct, or any gross negligence. intentional act or harmful
conduct of the Contractor, Its contractor/subcontractor or any of their officers, directors. agents. representatives.
employees. or assigns, or anyone acting through 01' on behalf of any of them, arising out of this Agreement.
Incident to It. or reSUlting from the performance or non-performance of the Contractor's obligations under this
AGREEMENT.
I. The Contractol' shall pay all claims, losses and expenses of any kind or nature whatsoever. In
connection therewith, Including the expense or loss of the CITY and/or Its affected officers. affiliates. employees.
successors and assigns. including their attorney's fees. In the defense of any action In law or equity brought against
them and arising from the negligent error. omission. 01' act of the Contractor. Its Sub-Contractor or any of their
agents. representatives. employees, or assigns. and/or arising out of. or Incident to. this Agreement, or incident to
or resulting from the performance or non-performance of the Contractor's obligations under this AGREEMENT.
J. The Contractor agrees and recognizes that neither the CITY nor Its officers. affiliates. employees.
successors and assigns shall be held liable 01' responsible for any claims. Including the costs and expenses of
defending such claims which may result from 01' arise out of actions or omissions of the Contractor. Its
contractor/subcontractor or any of their agents. representatives. employees. or assigns. or anyone acting through
or on behalf of the them, and arising out of or concerning the work or event that Is occurring on the CITY's
property. In reviewing. approving or rejecting any submissions or acts of the Contractor. CITY In no way assumes
Thomas F. Pepe
02-23-15
Page 47 of 50
, ' I ' II I, I,', I " "11'11 1 ' I
, I I I I I I I I , I I I, I I I I I I I I I I I I I I I I ~
or shares responsibility or liability for the acts or omissions of the Contractor, Its contractor/subcontractor or any
of their agents, representatives, employees, or assigns, or anyone acting through or on behalf of them.
K. The Contractor has the duty to provide a defense with an attorney or law firm approved by the City
of South Miami, which approval will not be unreasonably withheld.
L. However, as to design professional contracts, and pursuant to Section 725.08 (I), Florida Statutes,
none of the provisions set forth herein above that are In conflict with this subparagraph shall apply and this
subparagraph shall set forth the sole responsibility of the design professional concerning Indemnification. Thus,
the design professional's obligations as to the City and Its agencies, as well as to Its officers and employees, Is to
Indemnify and hold them harmless from liabilities, damages, losses, and costs, Including, but not limited to,
reasonable attorneys' fees, to the extent caused by the negligence, recklessness, or Intentionally wrongful
conduct of the design professional and other persons employed or utilized by the design professional In the
performance of the contract.
Thomas F. Pepe
02·23·15
THIS IS INCLUDED IN THE GENERAL CONDITIONS
END OF SECTION
Page 48 of 50
II I. I,· I.' I·· IIII1
I I I' IIII I I I I I I I I I I I
(1) Stay of procurement during protests. Upon receipt of a timely and proper written protest filed
pursuant to the requirements of this section, the City shall not proceed further with the
solicitation or with the award of the contract until the protest is resolved by the City Manager or
the City Commission as provided in subsection (1) above, unless the City Manager makes a written
determination that the solicitation process or the contract award must be continued without delay
in order to avoid potential harm to the health, safety, or welfare of the public or to protect
substantial interests of the City or to prevent youth athletic teams from effectively missing a playing
season.
Thomas F. Papa
02·23·15
END OF DOCUMENT
Page 50 of 50
ORGANIZATIONAL CHART
UPDATED MAY 2015
KIM BRIESEMEISTER & CHRIS BROWN
PRINCIPALS
PRJMGMT
KCEC
SMAJ
RS
REDEVELOPMENT MANAGEMENT ASSOCiATES COMPANY ORGANIZATIONAL STRUCTURE
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e Ken Stpleton & Associates e Washington Economics Group. Inc.
EXHIBIT 4
PROFESSIONAL SERVICE AGREEMENT
"Economic Impact Study"
THIS AGREEMENT made and entered into this __ day of , 20_ by and
between the City of South Miami, a political subdivision of the State of Florida (hereinafter referred to as
Owner) by and through it is City Manager (hereinafter referred to as City) and ,----_-:-_.,----_----,_
::-::-.,,--:--:-=.,.,--:::--:-c--=::--,---'authorized to do business in the State of Florida, hereinafter referred to as the
"CONSULTANT". In consideration of the premises and the mutual covenants contained in this
AGREEMENT, the City of South Miami, through its City Manager, agrees the following terms and
conditions:
1.0 General Provisions
1.1 A Notice to Proceed will be issued by the City Manager, or his designee, following the
signing of this AGREEMENT. This AGREEMENT does not confer on the CONSULTANT any exclusive
rights to perform work on behalf of the Owner other than the vvork described in the Notice to
Proceed (hereinafter referred to as the "WORK"), nor does it obligate the Owner in any manner to
guarantee work for the CONSULTANT.
1.2 The CITY agrees that it will furnish to the CONSULTANT plans and other data
available in the CITY files pertaining to the WORK to be performed under this AGREEMENT promptly
after the issuance of the Notice to Proceed.
2.0 Time for Completion
2.1 The services to be rendered by the CONSULTANT for any WORK shall be
commenced upon written Notice to Proceed from the CITY subsequent to the execution of this
AGREEMENT and shall be completed within the time based on reasonable determination, stated in
the said Notice to Proceed.
2.2 A reasonable extension of time will be granted in the event there is a delay on the
part of the CITY in fulfilling its part of the AGREEMENT, change of scope of work or should any other
events beyond the control of the CONSULTANT render performance of his duties impossible.
3.0 Basis of Compensation: The fees for services of the CONSULTANT shall be determined by one of
the following methods or a combination thereof. as mutually agreed upon by the CITY and the
CONSULTANT.
a. A fIXed sum: The fee for a task or a scope of work may be a fixed sum as mutually agreed upon
by the CITY and the CONSULTANT and if such an agreement is reached. it shall be in writing.
signed by the CONSULTANT and attached hereto as ATTACHMENT A:
b. Hourly rate fee: If there is no fixed sum or if additional work is requested without an agreement
as to a fIXed sum. the CITY agrees to pay. and the CONSULTANT agrees to accept. for the
services rendered pursuant to this AGREEMENT. fees in accordance with the following:
Catego[y HourtyRate
Hourly rates will Include all wages. benefits. overhead and profit and it shall be In writing. signed
by the CONSULTANT and attached hereto as ATTACHMENT A.
4.0 Payment and Partial Payments. The CITY will make monthly payments or partial payments to
the CONSULTANT for all authorized WORK performed during the previous calendar month as
set forth in the schedule of payment as set forth in ATTACHME.NT TBA or, if no schedule of
payment exhibit is attached to this Agreement then payment will be made, 30 days follOWing the
Thomas F. Pepe
02·23·15
Page 39 of 50
receipt of CONSULTANT's invoice, as the work progresses but only for the work actually
performed.
5.0 Right of Decisions.. All services shall be performed by the CONSULTANT to the satisfaction
of the CITY's representative, who shall decide all questions, difficulties and disputes of whatever
nature which may arise under or by reason of this AGREEMENT, the prosecution and fulfillment
of the services, and the character, quality, amount and value and the representative's decisions
upon all claims, questions, and disputes shall be final, conclusive and binding upon the parties
unless such determination is clearly arbitrary or unreasonable. In the event that the
CONSULTANT does not concur in the judgment of the representative as to any decisions made
by him, he shall present his written objections to the City Manager and shall abide by the
decision of the City Manager.
6.0 Ownership of Documents. All reports and reproducible plans, and other data developed by the
CONSULTANT for the purpose of this AGREEMENT shall become the property of the CITY
without restriction or limitation in connection with the owner's use and occupancy of the
project.
7.0 Audit Rights. The CITY reserves the right to audit the records of the CONSULTANT related to
this AGREEMENT at any time during the execution of the WORK and for a period of one year
after final payment is made. This provision is applicable only to projects that are on a time and
cost basis.
8.0 Sybletting. The CONSULTANT shall not sublet, assign, or transfer any WORK under this
AGREEMENT without the prior written consent of the CITY.
9.0 Warrant;y. The CONSULTANT warrants that it has not employed or retained any company or
person, other than a bona fide employee working solely for the CONSULTANT, to solicit or
secure this contract and that he has not paid or agreed to pay any company or person other
than a bona fide employee working solely for the CONSULTANT any fee, commission,
percentage fee, gifts or any other considerations contingent upon or resulting from the award or
making of this contract. For breach or violation of this warranty, the CITY shall have the right to
annul this contract without liability.
10.0 Termination. It is expressly understood and agreed that the CITY may terminate this
AGREEEMENT for any reason or no reason and without penalty by either declining to issue
Notice to Proceed authorizing WORK, or, if a Notice to Proceed is issued, CITY may
terminate this agreement by written notice to CONSULTANT, and in either event the CITY's
sole obligation to the CONSULTANT shall be payment for the work previously authorized and
performed in accordance with the provisions of this AGREEMENT. Payment shall be
determined on the basis of the work performed by the CONSULTANT up to the time of
termination. Upon termination, the CITY shall be entitled to a refund of any monies paid for
any period of time subsequent to date of termination for which no work was performed.
11.0 Term. This AGREEMENT shall remain in force until the end of the term, which includes all
authorized renewals, or unless otherwise terminated by the CITY.
12.0 Default. In the event either party fails to comply with the provisions of this AGREEMENT,
the aggrieved party may declare the other party in default and notify the defaulting party in
writing. If CITY is in default, the CONSULTANT will only be compensated for any completed
professional services and CONSULTANT shall not be entitled to any consequential or delay
damages. In the event partial payment has been made for such professional services not
completed, the CONSULTANT shall return such sums to the CITY within ten (10) days after
notice that said sums are due. In the event of any litigation between the parties arising out of
or relating in any way to this AGREEMENT or a breach thereof, each party shall bear its own
costs and legal fees.
13.0 Insurance and Indemnification. The CONSULTANT agrees to comply with CITY's Insurance
and Indemnification requirements that are set forth In ATTACHMENT 8 to this
AGREEMENT.
Thomas F. Pepe
02·23·15
Page 40 of 50
With copies by U.S. mail to:
To CONSULTANT:
City Attorney
6130 Sunset Dr.
South Miami, FL 33143
Fax: (305) 341-0584
E-mail: tpepe@soythmlamlfl.eov
IN WITNESS WHEREOF, this AGREEMENT is accepted on the date first above written
subject to the terms and conditions set forth herein.
ATTESTED:
By: ________ _
Maria M. Menendez, CMC
City Clerk
Read and Approved as to Form, Language,
Legality and Execution thereof:
By: -=,-----=--:0--=----
Thomas F. Pepe, Esq.
City Attorney
Thomas F. Pepe
02·23·15
(Print Name Above)
City of South Miami
By: _~ __ ~~~ ____ ~
Page 43 of SO
Steven Alexander
City Manager
PROFESSIONAL SERVICE AGREEMENT
"Economic Impact Study"
Attachment A
"Fixed Fee Schedule/Hourly Rates"
Page 44 of 50
LETTER OF AGREEMENT
October 28, 2016
South Miami Hometown, Inc.
7380 Red Rd
Ste 202
South Miami, FI 33143
Red Sunset Merchants Association
5724 Sunset Drive
South Miami, FI 33143
RMA, LLC ("RMA")
Attn: Christopher Brown, Principal
3109 East Atlantic Blvd, Suite B
Pompano Beach, FL 33062
954.695.0754
City of South Miami
Steven J. Alexander
City Manager
South Miami
6130 Sunset Dr.
South Miami, FL 33143
Dear Sirs:
lit,,';
RMA
REDEVELOPMENT
MANAGEMENT
ASSOCIATES
Redevelopment Management Associates, LLC (RMA) is pleased to transmit a proposed
scope of services to provide Business Improvement District (BID) consultant services to the
three above-named entities (collectively referred to as "Clients") to build consensus
amongst property owners, create a district plan and guide the approval process through
final establishment of the BID, as described in the attached scope of services. The fee for
these services is $15,000for Phase I. Should the Clients collectively direct RMA to perform
Phases II and III by an additional agreement in writing, the fees shall be $7450 for Phase II,
and $5,000 for Phase III. The fee for each Phase shall be paid upon completion as set forth
in the attached Scope of Services.
RMA has BID experience in both creation and staffing, and completed the Business
Improvement District Plan for the Town of Surfside, and the Winter Park Community
Redevelopment Agency (CRA) and the Park Avenue Area Task Force to create a plan for
organizing a Business Improvement District (BID) for Downtown Winter Park. In 2010, RMA
completed a similar project to create an organizational plan for a BID for Downtown property
owners in the City of Naples, Flo
The Project Manager for the South Miami BID consultation will be Kevin Crowder, CEO. Mr.
Crowder is a Certified Economic Developer and currently serves on the Board of Directors of
the Florida Redevelopment Association. From 1998-2012 he was the Director of Economic
Development and Governmental Affairs for the City of Miami Beach, where his duties
included liaison to business districts including providing staff support to the Lincoln Road
Marketing Association. From 1994-1998 he worked for the South Beach Business
Improvement Districts: the Ocean Drive Association; the Oceanfront Hotel Association; and
the Washington Avenue Association. Mr. Crowder's contact information is:
Redevelopment Management Associates (RMA)
226 E. Flagler, 2nd Floor
Miami FL 33131
kevin@rma.us.com P: 305.281.2279
We are excited by the prospect of providing support for the BID initiative in South Miami and we
look forward to working with you on this project. Please call me if you have additional
questions.
1. This agreement is subject to all parties executing same.
2. RMA shall use diligence in pursuing all requirements necessary pursuant to this
Agreement, including but not limited to, finishing the work and seeking necessary
approvals from Clients and governing agencies. The Contractor shall achieve
substantial completion of the entire work of this contract in a timely manner.
3. If any party is required to institute legal action against other arising out of this Agreement or
any other agreement to which it is a party, the prevailing party shall be entitled reasonable
attorney's fees and costs, including such fees and costs at trial, appellate and post judgment
levels.
4. This Agreement may be executed in counterpart originals; all of which together shall constitute
but one instrument.
5. There are no understandings, representations, or agreements, either oral or written, other
than those set forth herein. This instrument constitutes the entire agreement between
the parties hereto and shall be binding upon them and their respective heirs,
administrators, successors, executors and assigns.
6. No modifications ofthis agreement will be effective unless made in writing and signed by
all parties to this Agreement.
7. Notwithstanding anything contained herein to the contrary, anyone of the three
Clients may have RMA stop work or terminate this Agreement at any time upon written
Page 2 of7
notice from Client to RMA. In the event Client gives RMA such notice, RMA agrees to
withdraw its employees from performing the scope of services on the effective date of
the termination as specified in said notice (which effective date shall not be less than
two (2) working days after the date of notice). In the event of such termination after
commencement of a Phase of the work, RMA shall be entitled to its actual cost
incurred in the performance of the work on that Phase, to the effective date of such
termination, but not to exceed the agreed upon amount for that Phase of the work,
plus 10% for a reasonable profit thereon; provided, however, in no event shall profit be
paid, which, when added to the costs, causes the total amount to exceeds the amount
designated in the agreement for that Phase profit shall not be paid or allowed in the
event that RMA cost exceeds amount stated in the Agreement between the parties for
the work performed in any Phase for which payment is due. The attached General
Conditions shall apply to this contract and shall take precedence over any of the provisions
of this agreement in the event of any conflict.
8. The scope of services outlined herein shall be completed in accordance with the schedule
attached hereto as Exhibit "A" and in no event shall Phase I not be completed by March 1, 2017
and all task contained herein not be done within a reasonable period of time.
9. Any contractor, vendor or personnel employed by the BID shall be approved by vote of the Clients
or the governing body of the Board, and shall be free of any conflict of interest, actual or implied.
Page 3 of7
PHASE I
Exhibit "A"
SCOPE OF SERVICES
SOUTH MIAMI (HOMETOWN) BID
LETTER OF AGREEMENT
October 28, 2016
Phase I of the BID contract to include a final meeting with all property owners to
determine their support and subsequently create a final plan will be presented to all
stakeholders and Clients, including as well as the City Commission.
The Client is responsible for guiding the contractor through the Phase I and the costs
of Phase I shall be shared equally between the 3 parties (Client). The cost
apportionment shall be one third of the agreed upon fee for each of the three parties
(1/3 each).
Deadline: Phase I shall be completed no later than March 1, 2017
Task la: Conduct a Client Kick off Meeting.
Redevelopment Management Associates, LLC (RMA) shall set up a meeting with
owners, City officials and to build consensus amongst commercial property
owners regarding improvements, programs, services, and management of the
BID.
Task Ib: Assist with Creating Preliminary BID Boundaries.
Based on preliminary schedule of owners, boundaries and taxable allocations of
owner1s properties as provided to RMA by Client with Assistance from the City of
South Miami (IICityll), RMA will determine and obtain the necessary data to develop
the preliminary BID boundaries; such data may include the GIS database, tax roll
information and-existing and future land-use data to be provided by the Client and or
the City.
Task 2: Assist with Creating Budget.
RMA will help the Client create a budget and using the data supplied by Client per Task
1, RMA will assist and work closely with the Client in determining the preliminary
geographic areas within the BID boundaries based on the budget that they formulated
with the help of client for BID and keeping the tax below a certain level.
Task 3: Calculate Proforma Revenue Generation and/or Schedule of Rates.
RMA, using information supplied by client per Task 1, will develop proforma revenue
generation estimates to fund BID operations and capital projects based on two funding
Page 40f7
sources; ad valorem taxes and/or special assessments. RMA will calculate proforma
schedules of rates based on two special assessment apportionment methodologies and
thresholds approved by the Client.
Task 4: Create Preliminary Database of Property Owners within the Preliminary BID
Boundaries
RMA will create a database of the property owners within the preliminary BID boundaries
to provide parcel specific information about the impact of the proforma revenue
generation estimates on individual property owners based on information supplied to RMA
by Client per Task 1.
Task 5: Prepare and Present a Summary of Findings.
RMA will evaluate and make recommendations to the Client on how best to allocate
the taxes based on Client's thresholds and proposed budget, and will prepare and
present a summary of findings regarding the proforma revenue generation estimates.
Task 6: Develop and Monitor a Schedule to Conform to Florida Statutes.
RMA will create a detailed critical events schedule that conforms to Florida Statutes
for all tasks and parties associated with the referendum process and includes the
responsible parties for each task (i.e. City of South Miami, Red Sunset Merchants
Association, Hometown Inc. and RMA)
RMA will monitor the tasks to ensure compliance with the statutory timeframes.
Task 7: Assist with Creating Initial BID Board/Committee.
RMA will assist in the creation of the initial Board or Committee that will guide the BID
creation process by drafting a resolution that provides objectives, powers and initial
proceedings. The BID Committee shall consist of at least 1 City official, 1 Board Member
from each of the Parties to this Agreement, and one resident of the City of South Miami.
Task 8: Draft a Business Improvement District Organizational Plan.
RMA shall draft an organizational plan identifying steps for the BID. RMA shall
present the plan in up to two (2) public meetings.
Task 9: Coordinate Process with BID Board/Committee, Property Owners, RSMA and
Government Entities.
RMA will coordinate, schedule and attend two BID meetings with the BID
Board/Committee, property owners and merchants to present the BID Plan and answer
questions and address concerns. Following these meetings, RMA, in consultation with the
Client, will recommend whether or not Client should proceed with Phase II which shall not
commence without the prior written consent of all three Clients.
Page 5 of7
MAXIMUM FEE FOR PHASE I: $15,000
PAYMENT SCHEDULE
Phase 1 of the BID contract to include a final meeting with all property owners to
determine their support the BID and if a majority is supportive, a final plan will be
presented to all stakeholders, including the City Commission.
• $2,500 du\e upon execution of the agreement;
• $2,750 due upon completion of Task 1 (BID Organizational Plan);
• $5,700 due upon completion of Task 5 (presentation ofthe Summary of
Findings)~
• $4,050 due upon completion of Phase I;
TOTAL Phase 1 $15,000
Phase"
In the event that Client, and the City specifically, directs Consultant to perform the Phase II
Tasks which shall not commence without the prior written consent of all three Clients:
• $2,350 due upon completion of Task 9 through 11;
• $lAOO due upon completion of Task 12 (election preparation);
• $2,250 due upon completion of Task 13 (tabulation of ballots);
• $lA50 due upon completion of Phase II (City Commission consideration of
assessments)
TOTAL Phase" $7,450
In the event that Client, and the City specifically, directs Consultant to perform the Phase
III Tasks which shall not commence without the prior written consent of all three Clients:
• $3,500 shall be due upon completion of Task 16;
• $1,500 shall be due upon completion of Task 17 and delivery ofthe Final
Database to the Client.
TOTAL Phase III $5,000
Page 6of7
MEETINGS
Phase I of the BID contract to include a final meeting with all owners to determine the level of
support the BID and if a majority is in favor, a final plan will be presented to all stakeholders,
including the City Commission.
Pursuant to the scope of services, RMA will coordinate and attend the following
meetings:
• Task la. Client Kick-Off Meeting
• Task 1 b: Two (2) Public Meetings
• Task 5: Present Summary of Findings on Allocations
• Task 8: Two (2) meetings to coordinate BID process
• Task 13: Attend City Commission Meetings/Public Hearings at which the issue is
scheduled for discussion or action.
Additional meetings that are not specifically identified in this Scope of Services that are
requested by the Client shall be billed at $550 for a Client, or City staff meeting, and $750
for a public meeting. The City shall not be responsible for any separate billing for additional
meetings unless the City agrees in writing.
AGREED AND ACCEPTED BY:
For: HOMETOWN INC.
Signature: __________ _ Name: ____________________ ___
8500 SW 8th Street
Suite 228
Miami, FI 33141
For: RED SUNSET MERCHANTS ASSOCIATION For RMA, LLC
Signature: ___________ _
5750 Sunset Drive,
South Miami, FL 33143
ATTESTED:
By: _______________ _
Maria Menendez
City Clerk
Read and Approved as to Form, Language,
Legality and Execution Thereof:
By: _'----: ____________ _
Thomas Pepe
City Attorney
Name: ____________________ ___
Christopher J. Brown, Principal
3109 E. Atlantic Blvd.
Pompano Beach, FL 33062
CITY OF SOUTH MIAMI
By: ____________ __
Steven Alexander
City Manager
Page 7 of7
1.010
C.
ATTACHMENT B
PROFESSIONAL SERVICE AGREEMENT
"Economic Impact Study"
Insurance & Indemnification Requirements
Insurance
Without limiting its liability, the contractor, consultant or consulting firm (hereinafter referred to as
"FIRM" with regard to Insurance and Indemnification requirements) shall be required to procure and
maintain at its own expense during the life ofthe Contract, insurance ofthe types and in the minimum
amounts stated below as will protect the FIRM, from claims which may arise out of or result from the
contract or the performance of the contract with the City of South Miami, whether'such claim is against
the FIRM or any sub-contractor, or by anyone directly or indirectly employed by any of them or by
anyone for whose acts any of them may be liable.
D. No insurance required by the CITY shall be issued or written by a surplus lines carrier unless authorjzed
in writing by the CITY and such authorization shall be at the CITY's sole and absolute discretion. The
FIRM shall purchase insurance from and shall maintain the insurance with a company or companies
lawfully authorjzed to sell insurance in the State of Florida, on forms approved by the State of Florida, as
will protect the FIRM, at a minimum, from all claims as set forth below which may arise out of or result
from the FIRM's operations under the Contract and for which the FIRM may be legally liable, whether
such operations be by the FIRM or by a Subcontractor or by anyone directly or indirectly employed by
any of them, or by anyone for whose acts any of them may be liable: (a) claims under workers'
compensation, disability benefit and other similar employee benefit acts which are applicable to the Work
to be performed; (b) claims for damages because of bodily injury, occupational sickness or disease, or
death of the FIRM's employees; (c) claims for damages because of bodily injury, sickness or disease, or
death of any person other than the FIRM's employees; (d) claims for damages insured by usual personal
injury liability coverage; (e) claims for damages, other than to the Work itself, because of injury to or
destruction of tangible property, including loss of use resulting there from; (f) claims for damages because
of bodily injury, death of a person or property damage arising out of ownership, maintenance or use of a
motor vehicle; (g) claims for bodily injury or property damage arising out of completed operations; and
(h) claims involving contractual liability insurance applicable to the FIRM's obligations under the Contract
1.0 II Firm's Insurance Generally. The FIRM shall provide and maintain In force and effect until all the Work to
be performed under this Contract has been completed and accepted by CITY (or for such duration as is otherwise
specified hereinafter), the insurance coverage written on Florida approved forms and as set forth below:
1.012 Workers' Com!:lensation Insurance at the statutory amount as to all employees in compliance with the
'Workers' Compensation Law" of the State of Florida Including Chapter 440, Florida Statutes, as presently written
or hereafter amended, and all applicable federal laws. In addition, the policy (ies) must include: Employers' Liability
at the statutory coverage amount. The FIRM shall further insure that all of its Subcontractors maintain appropriate
levels of Worker's Compensation Insurance.
1.013 Commercial Com!:lrehensive General liability insurance with broad form endorsement, as well as
automobile liability, completed operations and products liability, contractual liability, severability of interest with
cross liability provision, and personal injury and property damage liability with limits of $1,000,000 combined single
limit per occurrence and $2,000,000 aggregate, including:
• Personal Injury: $1,000,000;
• Medical Insurance: $5,000 per person;
• Property Damage: $500,000 each occurrence;
1.014 Umbrella Commercial Com!:lrehensive General Liability insurance shall be written on a Florida approved
form with the same coverage as the primary insurance policy but in the amount of $1,000,000 per claim and
$2,000,000 Annual Aggregate. Coverage must be afforded on a form no more restrictive than the latest edition of
the Comprehensive General liability policy, without restrictive endorsements, as filed by the Insurance Services
Office, and must include:
(a) Premises and Operation
Thomas F. Pepe
02-23-1S
Page 45 of 50
(b) Independent Contractors
(c) Products and/or Compieted Operations Hazard
(d) Explosion, Collapse and Underground Hazard Coverage
(e) Broad Form Property Damage
(f) Broad Form Contractual Coverage applicable to this specific Contract, including any hold harmless
and/or indemnification agreement.
(g) Personal Injury Coverage with Employee and Contractual Exclusions removed, with minimum limits of
coverage equal to those required for Bodily Injury Liability and Property Damage Liability.
1.015 Business Automobile Liability with minimum limits of One 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 and Property Damage Liability. Umbrella coverage must be afforded on a form no more restrictive than
the latest edition of the Business Automobile liability polley, Without restrictive endorsements, as flied by with the
state of Florida, and must include:
(a) Owned Vehicles.
(b) Hired and Non-Owned Vehicles
(c) Employers' Non-Ownership
1.016 SUBCONTRACTS: The FIRM agrees that if any part of the Work under the Contract is sublet, the
subcontract shall contain the same insurance provision as set forth In section 5.1 above and 5.4 below and
substituting the word Subcontractor for the word FIRM and substituting the word FIRM for CITY where
applicable.
1.017 Fire and Extended Coverage Insurance (Builders' Risk). IF APPLICABLE:
C. In the event that this contract involves the construction of a structure, the CONTRACTOR shall
maintain, with an Insurance Company or Insurance Companies acceptable to the CITY, "Broad" form/All
Risk Insurance on buildings and structures, Including Vandalism & Malicious Mischief coverage, while In the
course of construction, including foundations, additions, attachments and all permanent fixtures belonging
to and constituting a part of said buildings or structures. The policy or policies shall also cover
machinery, if the cost of machinery is included in the Contract, or if the machinery is located In a building
that is being renovated by reason of this contract. The amount of insurance must, at all times, be at least
equal to the replacement and actual cash value of the insured property. The policy shall be in the name of
the CITY and the CONTRACTOR, as their interest may appear, and shall also cover the interests of all
Subcontractors performing Work.
D. All of the provisions set forth in Section 5.4 herein below shall apply to this coverage unless it would be
clearly not applicable.
1.018 Miscellaneous:
F. If any notice of cancellation of insurance or change In coverage Is issued by the Insurance company or
should any insurance have an expiration date that will occur during the period of this contract, the FIRM
shall be responsible for securing other acceptable insurance prior to such cancellation, change, or
expiration so as to provide continuous coverage as specified in this section and so as to maintain
coverage during the life of this Contract.
G. All deductibles must be declared by the FIRM and must be approved by the CITY. At the option of the
CITY, either the FIRM shall eliminate or reduce such deductible or the FIRM shall procure a Bond, in a
form satisfactory to the CITY covering the same.
H. The policies shall contain waiver of subrogation against CITY where applicable, shall expressly provide
that such policy or policies are primary over any other collectible insurance that CITY may have. The
CITY reserves the right at any time to request a copy of the required policies for review. All poliCies
shall contain a "severability of interest" or "cross liability" clause without obligation for premium
payment of the CITY as well as contractual liability provision covering the Contractors duty to indemnify
the City as provided In this Agreement.
Before starting the Work, the FIRM shall deliver to the CITY and CONSULTANT certificates of such
insurance, acceptable to the CITY, as well as the insurance binder, if one is issued, the insurance policy,
including the declaration page and all applicable endorsements and provide the name, address and
telephone number of the insurance agent or broker through whom the policy was obtained. The insurer
shall be rated A VII or better per AM. Best's Key Rating Guide, latest edition and authorized to issue
insurance in the State of Florida. All insurance policies must be written on forms approved by the State
of Florida and they must remain in full force and effect for the duration of the contract period with the
CITY. The FIRM may be required by the CITY, at its sole discretion, to provide a "certified copy" of the
Policy (as defined in Article I of this document) which shall include the declaration page and all required
Thorn .. F. Pepe
0%-%3-15
Page 46 of SO
endorsements. In addition, the FIRM shall deliver, at the time of delivery of the insurance certificate, the
following endorsements:
(3) a policy provision or an endorsement with substantially similar provisions as follows:
"The City of South Miami is an additional insured. The insurer shall pay all sums that the City of
South Miami becomes legally obligated to pay as damages because of 'bodily injury", 'property
damage' , or "personal and advertising Injury" and it will provide to the City all of the coverage
that is typically provided under the standard Florida approved forms for commercial general
liability coverage A and coverage B";
(4) a policy provision or an endorsement with substantially similar provisions as follows:
"This policy shall not be cancelled ~ncluding cancellation for non-payment of premium),
terminated or materially modified without first giving the City of South Miami ten (10) days
advanced written notice of the intent to materially modify the policy or to cancel or terminate
the policy for any reason. The notification shall be delivered to the City by certified mall, with
proof of delivery to the City."
J. If the FIRM is providing professional services, such as would be provided by an architect, engineer,
attorney, or accountant, to name a few, then in such event and in addition to the above requirements,
the FIRM shall also provide Professional liability Insurance on a Florida ap,proved form in the amount of
$1,000,000 with deductible per claim if any, not to exceed 5% of the lim it of liability providing for all
sums which the FIRM shall become legally obligated to pay as damages for claims arising out of the
services or work performed by the FIRM its agents, representatives, Sub Contractors or assigns, or by
any person employed or retained by him in connection with this Agreement. This insurance shall be
maintained for four years after completion of the construction and acceptance of any Project covered by
this Agreement. However, the FIRM may purchase Specific Project Professional Liability Insurance, in the
amount and under the terms specified above, which is also acceptable. No Insurance shall be issued by a
surplus lines carrier unless authorized in writing by the city at the city's sole, absolute and unfettered '
discretion. '
Indemnification Requirement
G. The Contractor accepts and voluntarily incurs all risks of any injuries, damages, or harm which might
arise during the work or event that is occurring on the CITY's property due to the negligence or other fault of the
Contractor or anyone acting through or on behalf of the Contractor.
H. The Contractor shall indemnify, defend, save and hold CITY, its officers, affiliates, employees,
successors and assigns, harmless from any and all damages, claims, liability, losses, claims, demands, suits, fines,
judgments or cost and expenses, including reasonable attorney's fees, paralegal fees and investigative costs
incidental there to and incurred prior to, during or following any litigation, mediation, arbitration and at all
appellate levels, which may be suffered by, or accrued against, charged to or recoverable from the City of South
Miami, its officers, affiliates, employees, successors and assigns, by reason ofany causes ofactions or claim ofany
kind or nature, including claims for injury to, or death of any person or persons and for the loss or damage to any
property arising out of a negligent error, omission, miscondUct, or any gross negligence, intentional act or harmful
conduct of the Contractor, its contractor/subcontractor or any of their officers, directors, agents, representatives,
employees, or assigns, or anyone acting through or on behalf of any of them, arising out of this Agreement,
incident to it, or resulting from the performance or non-performance of the Contractor's obligations under this
AGREEMENT.
I. The Contractor shall pay all claims, losses and expenses of any kind or nature lllihatsoever, in
connection therewith, including the expense or loss of the CITY and/or its affected officers, affiliates, employees,
successors and assigns, including their attorney's fees, in the defense of any action in law or equity brought against
them and arising from the negligent error, omission, or act of the Contractor, its Sub-Contractor or any of their
agents, representatives, employees, or assigns, and/or arising out of, or incident to, this Agreement, or incident to
or resulting from the performance or non-performance of the Contractor's obligations under this AGREEMENT.
1. The Contractor agrees and recognizes that neither the CITY nor its officers, affiliates, employees,
successors and assigns shall be held liable or responsible for any claims, includ ing the costs and expenses of
defending such claims which may result from or arise out of actions or omissions of the Contractor, its
contractor/subcontractor or any of their agents, representatives, employees, or assigns, or anyone acting through
or on behalf of the them, and arising out of or concerning the work or event that is occurring on the CITY's
property. In reviewing. approving or rejecting any submissions or acts of the Contractor, CITY in no way assumes
Thomas F. Pepe
02-23-15
Page 47 of 50
~ --" ---;--:: -:: --\ ~-,--'-;-::. -' ---~-
or shares responsibility or liability for the acts or omissions of the Contractor, its contractor/subcontractor or any
of their agents, representatives, employees, or assigns, or anyone acting through or on behalf of them.
K. The Contractor has the duty to provide a defense with an attorney or law firm approved by the City
of South Miami, which approval will not be unreasonably withheld.
L. However, as to design professional contracts, and pursuant to Section 725.08 (I), Florida Statutes,
none of the provisions set forth herein above that are in conflict with this subparagraph shall apply and this
subparagraph shall set forth the sole responsibility of the design professional concerning indemnification. Thus,
the design professional's obligations as to the City and its agencies, as well as to its officers and employees, is to
indemnify and hold them harmless from liabilities, damages, losses, and costs, including. but not limited to,
reasonable attorneys' fees. to the extent caused by the negligence, recklessness, or intentionally wrongful
conduct of the design professional and other persons employed or utilized by the design professional in the
performance of the contract.
Thomas F. Pepe
02·23·15
THIS IS INCLUDED IN THE GENERAL CONDITIONS
END OF SECTION
Page 48 of 50
(1) Stay of procurement during protests. Upon receipt of a timely and proper written protest filed
pursuant to the requirements of this section, the City shall not proceed further with the
solicitation or with the award of the contract until the protest is resolved by the City Manager or
the City Commission as provided in subsection (1) above, unless the City Manager makes a written
determination that the solicitation process or the contract award must be continued without delay
in order to avoid potential harm to the health, safety, or welfare of the public or to protect
substantial interests of the City or to prevent youth athletic teams from effectively missing a playing
season.
Thorn .. F. Pepe
02·13·15
END OF DOCUMENT
Page 50 of 50
11
Date:
RFQ
Title:
RFQ No.:
THE CITY OF PLEASANT LIVING
Pre-Bid Conference
Sign-In Sheet
April 18, 2015
Economic Impact Study
PL2015-08
C:\Users\skulick.CSMI \Documents\South Miami\Templates\Pre-Bid Meeting Sign-In Sheet.doc
BID OPENING REPORT
Bids were opened on: Friday, May 08,2015 after: 10:00am
For: RFQ #PL# 2015-08 EconomicImpact Study
COMPANIES THAT SUBMITTED PROPOSALS:
1. REDEVELOPMENT MANAGEMENT ASSOCIATES
2. ROBERT CHARLES LESSER & CO., LLC
3. TINDALE OLIVER
4. TISCHLERBISE, INC.
'.' .," , .
~ \'
\ '
THE ABOVE BIDS HAVE NOT BEEN CHECKED.
THE BIDS ARE SUBJECT TO CORRECTION AFTER THE BIDS HAVE BEEN COMPLETELY REVIEWED.
City Clerk: J~~~
PrintNa. e \
Witness: --~~~~~~~~~---
Print Name
Witness: __ -.,-_______________ _
Print Name Signature
Member Name
Bid Number
Bid Name
3 Document(s) found for this bid
12 Planholder(s) found.
Supplier Name
BBC Research & Consulting
Deslgn2Form
Hazen and Sawyer
HR&A Advisors, Inc.
Link Systems LLC
RKG Associates
The Corradino Group, Inc.
Tindale-Oliver & Associates, Inc.
Tindale-Oliver and Associates, Inc.
URBANOMICS, Inc
URS -Tallahassee
Willdan Financial Services
City of South Miami
RFQ-RFQ #PL2015-08-0-
2015/SK
Economic Impact Study
Address 1
1999 Broadway, Ste. 2200
1915 NW 171 Street
4000 HOLLYWOOD BLVD
5870 Hummingbird Court
4055 NW 97 Avenue
1000 North Ashley Drive
1000 N. Ashley
P.O. Box 3475
27368 Via Industria #110
City State Zip Phone Attributes
Denver CO 80202 3033212547
American
Miami 2. Small
Gardens FL 33056 3056704898
HOLLYWOOD FL 33021 9549870066
AB
1. Small
Titusville FL 32780 4074010031 Business
AB
Miami FL 33178 3055940735
Tampa FL 33602 8132248862
Tampa FL 33610 8132248862
Ponte Vedra FL 32004 9046074055
AB
Temecula CA 92590 9515873500
SoutOOiami
--------~-----~
'f/iE CITY OF PLEASANT LIVING
RFQ Title:
RFQ No.:
Evaluation
Scoring Sheet
Economlclmpact Study
PL2016-08
DIRECTIONS: Please score each firm, for each "nA,,./f/,..
n,," .. ,.,r,n ... 1 'including the'
employees or principals of the
firm; subcontractors (if any)
and, pertinent training, skills,
a. experience and references.
b.
c.
Firms with in-house specialties
as it relates to the scope of
services will be granted a
score.
Other factors, as;
including the volume of work
previously awarded to the firm
by the City; with the object of
effecting'an'equitable
distribution~ofcontracts among
d. qualifled·firmsjsolong as the
most I1ignlyq'u'silfied firms are
selected. Firms that have done
prior business with the City Will
"
not receive any preference in Cit
thescorinand ranking. I
Adclitional Comments:
3D
--z-,s' . '
15
Procurement Division
6130 Sunset Drive
South Miami, Florida 33143
(305) 663-6339
Fax: (305)663-6346
www.southmlaniifl~gov
38
10
Wr!Rl11f=J"'l1rlJI:ff)"j1'~ ~~'~:~dJhl~~It~!ii&~
(Print Name)
-I--7"9tM~~~~--Date: t;1<t!;s
I stu.re) 7 7
SoutOOiami
THE CITY OF PLEASANT LIVING
RFQ Title:
RFQ No.:
a.
b.
c.
d.
ability of professional
personnel, including the
employees or principals of the
firm; subcontractors (if any)
and, pertinent training, skills,
experience and references.
Firms with in-house specialties
as it relates to the scope of
services will be granted a
score.
factors, such as;
including the volume of work
previously awarded to the firm
by the City,·wlththe object of
effecting an equitable
distribution of contracts among
qualified firms, SO long as the
most highly qualified firms are
selected. Firms that have done
prior business with the City will
nOt receive any preference in
the . and ranking.
Evaluation
Scoring Sheet
Economic Irnpact Study
PL2016-08
3q
~'1
1°
3(
~(
to
Procurement Division
6130 Sunset Drive
South Miami, Florida 33143
(305) 663.,6339
Fax: (305) 663-6346
www.southmlamlfl.goV
3~
~%"
10
Date:
HIE CITY OF PLEASANT LIVING
RFQ Title:
RFQNo.:
Evaluation
Scoring Sheet
Economic Impact Study
PL2016·08
DIRECTIONS: Please score each firm, for each .,,,,,,,,,,itin
including the
employees or principals of the
firm; subcontractors (If any)
and, pertinent training, skills, Sf6 a. experience and references.
Firms with in-house specialties
as it relates to the scope of
services will be granted a
higher score.
40
to 89 b.
Respondent's ability to
City tlmeUnes and budget ao c. requirements based on the
current and projected workload
of thefirl'l1.
20
as;
including the volume of work
previously awarded to the firm
by the City, with the object of
effecting an equitable
distribution of contracts among
d. qualified firms, so long as the
1'I10st.highly qualified firms are
selected. Firms that have done
prior business with the City will
not receive any preference in
the scoring and ranking.
S(
;)~
~D
Procurement Division
6130 Sunset Drive
South Miami, Florida 33143
(305) 663-6339
Fax: (305)663~6346
www.southmiamifLgov
!f6
50
dO
\ 0
· Date:
MIAMI CAlLY BUSINESS REVIEW
Published Daily except Saturday, Sunday and
Legat Holidays -
Miami, Miami-Dade County, Florida
STATE OF FLORIDA
COUNTY OF MIAMI-DADE:
Before the undersigned authority personally appeared
M, ZALDIVAR, who on oath says that he or she is the
LEGAL CLERK, Legal Notices oUhe Miami Dally Business
Review Ilk/a Miami Review, a dally (except Saturday, Sunday
and Legal Holidays) newspaper, published at Miami In Miami-Dade
County, Florida; that the attached copy of advertisement,
being a Legal Advertisement 01 Notice in the matter of
CITY OF SOUTH MIAMI -RFQ #PL2015-08
ECONOMIC IMPACT STUDY -5/8/2015
In the xxxx Court,
was published In said newspaper in the issues of
04/15/2015
Affiant further says that the said Miami Dally B\lsiness
Review is a newspaper published at Miami in said Miami-Dade
County, Fiorlda and that the said newspaper has
heretofore been continuously published In said Miami-Dade County,
Florida,each day (except Saturday, Sunday and Legal Holidays)
and has been entered as second class mall matter at the post
office in Miami in said Miami-Dade County, Florida, for a
period of one year next preceding the first-publication 01 the
attached copy of advertisement; and affiant further says that he or
she has neither paid nor promised any person, firm or corporation
any discount, rebate., commission or relundfor the purpose
of securing tliis advertisement fo ublication in the said
newspaper.
15
(SEAL)
M. ZALDIVAR personally known to me
O. V. FERBEVRE
Notary Public· StatuI Florida
My Comm. Expires Ju19, 2018
Commission II FF 102821
Department of State 1 Division of Corporations 1 Search Records 1 Detail By Document Number 1
Detail by Entity Name
Florida Limited Liability Company
REDEVELOPMENT MANAGEMENT ASSOCIATES, LLC
Filing Information
Document Number
FEIIEIN Number
Date Filed
State
Status
Principal Address
L09000020387
26-4367102
03/02/2009
FL
ACTIVE
2302 E ATLANTIC BLVD
POMPANO BEACH, FL 33062-5010
Changed: 01/25/2016
Mailing Address
2302 E ATLANTIC BLVD
POMPANO BEACH, FL 33062-5010
Changed: 01/25/2016
Registered Agent Name & Address
BRIESEMEISTER, KIM
2560 SOUTHEAST 7TH DRIVE
POMPANO BEACH, FL 33062
Authorized Person(s) Detail
Name & Address
TitleMGRM
METROSTRATEGIES, INC.
2560 SOUTHEAST 7TH DRIVE
POMPANO BEACH, FL 33062
Title MGRM
BROWN, CHRISTOPHER J
218 N.W. 9TH STREET
DELRAY BEACH, FL 33444
D,V,S,ON OF CORPORATIONS
http://search.sunbiz.orgllnquiry/CorporationSearchlSearchResultDetail?inquirytype=EntilyName&directionType=lnitial&searchNameOrder=REDEVELOPME...1/2
1£JZ£JLU10 Detail by Entity Name
,."llIluell nv~vl L;:)
Report Year
2014
2015
2016
Document Images
Filed Date
01/28/2014
01/14/2015
01/25/2016
01/25/2016 --ANNUAL REPORT __ ~~~~ag~i_~~DF for~~~ ___ J
01/14/2015 --ANNUAL REPORT ____ ~~"':'._~age~_~~~~!~~~~_~
01/28/2014 --ANNUAL REPORT ___ ~i~w im~~~in P.'?~_ form~t __ J
0211312013 --ANNUAL REPORT ____ '!2ew ima~~n~DF !~rm~ __ J
01/06/2012 --ANNUAL REPORT . __ ~:~~~ma~~~~~~ format_.J
03/29/2011 -ANNUAL REPORT _____ ~~_....,~~~!l.:_~~~~~ma~ ___ __'
02/1212010 --ANNUAL REPORT ____ ~~~~1ag~__'?~~rma~_.J
03/0212009 --Florida Limited Liability ___ v~e~_~~~~~~~~~~a~ __ J
http://search.sunbiz.org/lnquiry/CorporationSearch/SearchResultDetail?inquirytype=EntityName&directionType=lnitial&searchNameOrder:::REDEVELOPME... 212
2016 FLORIDA LIMITED LIABILITY COMPANY ANNUAL REPORT
DOCUMENT# L09000020387
Entity Name: REDEVELOPMENT MANAGEMENT ASSOCIATES, LLC
Current Principal Place of Business:
2302 E ATLANTIC BLVD
POMPANO BEACH, FL 33062-5010
Current Mailing Address:
2302 E ATLANTIC BLVD
POMPANO BEACH, FL 33062·5010 US
FEI Number: 26-4367102
Name and Address of Current Registered Agent:
BRIESEMEISTER, KIM
2560 SOUTHEAST 7TH DRIVE
POMPANO BEACH, FL 33062 US
FILED
Jan 25, 2016
Secretary of State
CC7508058752
Certificate of Status Desired: Yes
The above named entity submits this statement for the purpose of changing its registered office or registered agent, or both, in the State of Florida.
SIGNATURE:
Electronic Signature of Registered Agent
Authorized Person(s) Detail :
Title
Name
Address
MGRM
METROSTRATEGIES, INC.
2560 SOUTHEAST 7TH DRIVE
City-State-Zip: POMPANO BEACH FL 33062
Title
Name
Address
MGRM
BROWN, CHRISTOPHER J
218 N.w. 9TH STREET
City-State-Zip: DELRAY BEACH FL 33444
Date
I hereby certify that the Information Indicated on this report or supplemental report Is true and accurete and that my electronic signature shall have the same legal effect as If made under
oath; that I am a managing member or manager of the limited /lability company or the receiver or trustee empowered to execute this report as required by Chapter 605, Florida Statutes; and
that my name appears above, or on an attachment with all other like empowered.
SIGNATURE: ALICIA ALLEYNE DIR. OF ADMINISTRATION 01/25/2016
Electronic Signature of Signing Authorized Person(s) Detail Date