WILESMITH Response to the rfq #pw-q2013-01response to the request for qualifications
rfq #pw-q2013-01
city branding design & services
city of south miami
may 7, 2013
different is better. better is different.
1
Table Of COnTenTs
TransmiTTal leTTer .................................................................................................................................................................................................................................5
3.1 sCOpe Of serviCes .............................................................................................................................................................................................................................9
3.2 prOpOser qualifiCaTiOns ......................................................................................................................................................................................................11
proposer qualifications ................................................................................................................................................................................................................12
qualifications - City provided forms ...................................................................................................................................................................................11
awards ...................................................................................................................................................................................................................................................15
not-for-profit Clients ...................................................................................................................................................................................................................16
Hourly rates .......................................................................................................................................................................................................................................17
Deliverables and fees ....................................................................................................................................................................................................................18
Timeline .................................................................................................................................................................................................................................................19
Key project personnel/areas of expertise .........................................................................................................................................................................20
resumes ................................................................................................................................................................................................................................................21
Case Histories - samples of prior similar Work ............................................................................................................................................................28
3.3 prOpOsal paCKage .........................................................................................................................................................................................................................95
3.4 aCKnOWleDgmenT Of agreemenT Terms ............................................................................................................................................................97
2
3
Letter of transmittaL
4
5
leTTer Of TransmiTTal
ms. maria m. menendez
CmC, City Clerk,
CiTY Of sOuTH miami,
6130 sunset Drive.,
south miami, fl 33143
Dear ms. menendez:
Thank you for the opportunity to respond to your rfq #pW-q2013-01 for City branding Design & services. it is understood
that this proposal is intended to cover item 1.1 of this rfq and will consist of a comprehensive brand standards guide and
development of a brand identity.
This proposal is made by margaret Wilesmith, president of Wilesmith advertising | Design without collusion with any other
entities or agencies pursuant to this proposal and will demonstrate that Wilesmith meets and exceeds the eligibility requirements
of the rfq and has the capabilities, experience and resources to execute its requirements to the highest standard.
enclosed is one (1) original copy of our response to your rfq and nine (9) copies with removable binding, and one (1) CD.
sincerely yours,
margaret Wilesmith, president
319 Clematis street, suite 710, West palm beach, florida 33401
203 east 72nd street, suite 3n, new York, new York 10021
O: 561.820.9196 f: 561.835.0413 e-mail: m.wilesmith@wadads.com
6
“i f i had one hour to change the world, i ’d spend
the first 50 minutes figuring out the problem.”
-albert einstein
7
3.1 scope of services
8
9
apprOaCH TO sCOpe Of WOrK
1) Wilesmith will conduct exploration and discovery meetings with the City leaders and brand committee or
project leaders to assess brand attributes, define the brand personality, establish objectives, profile audience
segments, and achieve consensus to set the stage for the next step.
2) based on a fully realized brand brief, Wilesmith will establish an informed and inspired creative platform. We
develop options for look, tone and feel, i.e., color palettes, textural and contextual inspirations, iconography,
typography, photographic and architectural references, and word characterizations to present to the committee.
3) based on preferences and outcomes from step 3, the agency will develop designs that are narrative, evocative
and memorable. Our objective is to ensure that the brand identity is visually engaging, ignites imagination,
communicates who you are, what you are, and what makes you special.
4) With feedback from the committee, Wilesmith will refine and finalize the selected brand design.
5) Wilesmith will produce a comprehensive report and rationale for the preferred brand design.
6) Wilesmith will provide a comprehensive execution protocol and graphic standards manual to facilitate
implementation and ensure brand integrity across all areas of communication and touchpoints.
7) The agency will provide recommendations to the City, commercial clusters, City agencies and other relevant
parties for co-branding and synergistic adoption of the brand to enhance their individual brands.
8) Wilesmith will provide appropriate design files to ensure that in all applications you achieve the best
possible results.
9) Throughout the process, a senior level account manager will act as the point of contact to communicate openly
and freely with the client to ensure the project proceeds in a smooth, timely and disciplined manner.
10
“pleasure in the job puts
perfection in the work.”
-aristotle
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3.2 proposer quaLifications
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prOpOser qualifiCaTiOns
COnTaCT persOn:
• Margaret Wilesmith, President
- phone number: 561.820.9196
- e-mail: m.wilesmith@wadads.com
Years in business:
• 15 years
• in 1998 incorporated as Wilesmith Advertising | Design, a privately held Florida Corporation
headquartered in West palm beach, florida, with a satellite office in new York City
size Of business:
• Employees: 10
minOriTY/WOmen-OWneD business:
• A woman-owned, certified SBE
• Fed Tax ID : 65-0925828
finanCial CapaCiTY:
• D&B Duns# 96-456-4421
• The agency is financially stable, without bankruptcies, litigation or liens.
RFQ #PW-Q2013-01
City Branding Design & Services
Page 30 of 60
CITY OF SOUTH MIAMI
CITY BRANDING DESIGN & SERVICES
RFQ #PW-Q2013-01
QUALIFICATIONS
This section of the proposal should give a description of the firm, including the size, range of activities, and the
number of years with relative experience with large accounts Particular emphasis should be given as to how the
firm-wide experience project will be brought to bear on the proposed project.
This section must also identify the contact person and telephone number.
Note: Additional sheets may be attached if necessary.
Contact person: Margaret Wilesmith; Phone # 561.820.9196
Wilesmith Advertising is a boutique branding and strategic communications firm focused on brand
development and design, and integrated marketing communications for non-profit organizations.
The Agency demonstrated capabilities in all elements of the brand and marketing process.
Wilesmith distinguishes itself by thought leadership: a level of strategic and creative thinking that consistently
delivers qualitative and quantitative results for clients. Our dedicated client team, our commitment to
excellence, and our intensity and passion for the work set Wilesmith apart and will bring value and results
to the City of South Miami.
We have been recognized by the Advertising Federation for “raising the bar” for creative thinking, design
and advertising in South Florida, and selected by the internationally renowned Design Center of the
Americas as “Graphic Design Firm of the Year.”
Wilesmith Advertising | Design has won over 350 awards locally, regionally and nationally. The qualities
that make us distinctive are expressed in our brand promise: “It’s the thinking that makes us different.” And
what makes us different makes us better.(Continued on pages #13-16)
RFQ #PW-Q2013-01
City Branding Design & Services
Page 31 of 60
CITY OF SOUTH MIAMI
CITY BRANDING DESIGN & SERVICES
RFQ #PW-Q 2013-01
QUALIFICATIONS (CONTINUED)
NOTE: This statement of Proposers Qualifications must be completely filled out, properly executed and returned
as part of your proposal.
1. List the true, exact and proper names of the company, partnership, corporation, trade or fictitious name
under which you do business and principals by name and titles:
Name of Company:
Address:
Principals: Titles:
2. a. Are you licensed, as may be required, in the designated area(s) of Miami-Dade County, Florida?
Yes No
b. List Principals Licensed:
Name(s): Title:
Remarks:
3. How long has your company been in business and so licensed?
4. If Proposer is an individual or a partnership, answer the following:
a. Date of organization:
Wilesmith Advertising | Design
319 Clematis Street, Suite 710, West Palm Beach, Florida 33401
Margaret Wilesmith President, Treasurer, Secretary
15 years
N/A
N/A
X
RFQ #PW-Q2013-01
City Branding Design & Services
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CITY OF SOUTH MIAMI
CITY BRANDING DESIGN & SERVICES
RFQ #PW-Q2013-01
QUALIFICATIONS (CONTINUED)
b. Name, address and ownership units of all partners:
c. State whether general or limited partnership:
If Proposer is other than an individual, corporation or partnership, describe the organization and give the
name and address of principals.
5. If Proposer is operating under a fictitious name, submit evidence of compliance with the Florida Fictitious
Name Statute.
6. How many years has your organization been in business under its present business name?
a. Under what other former names has your organization operated?
7. a. Has your company ever failed to complete a bonded obligation or to complete a Contract?
Yes No
15 years
N/A
N/A
N/A
X
RFQ #PW-Q2013-01
City Branding Design & Services
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CITY OF SOUTH MIAMI
CITY BRANDING DESIGN & SERVICES
RFQ #PW-Q 2013-01
PROPOSER’S QUALIFICATIONS (CONTINUED)
If so, give particulars including circumstances, where and when, name of bonding company, name and
address of owner and disposition of matter:
8. a. List the pertinent experience of the key individuals of your organization (continue on insert sheet,
if necessary).
b. State the name of the individual(s) and titles that will have personal supervision of the work:
9. List name and title of persons in your company who are authorized to enter into a Contract with the CITY
OF SOUTH MIAMI , Florida for the proposed work should your company be the Successful Proposer.
Name______________________ _______________________ ________________________
Title_______________________ _______________________ ________________________
Phone #: ___________________ _______________________ ________________________
Email: ___________________ _______________________ ________________________
N/A
m.wilesmith@wadads.com
561 820-9196
Margaret Wilesmith
President/CEo
Please see pages # 20-26 for team resumes as they are too lengthy to include here.
Margaret Wilesmith: President/Creative Director; Project lead (primary client contact)
Scott Eurich: Design and implementation Director (alternate point of contact)
RFQ #PW-Q2013-01
City Branding Design & Services
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CITY OF SOUTH MIAMI
CITY BRANDING DESIGN & SERVICES
RFQ #PW-Q2013-01
QUALIFICATIONS (CONTINUED)
The undersigned guarantees the authenticity of the foregoing statements and does hereby authorize and request
any person, firm or corporation to furnish any information requested by the CITY OF SOUTH MIAMI , Florida to
verification of the recitals comprising this statement of the Proposers qualifications. DISCOVERY OF ANY
OMISSION OR MISSTATEMENT THAT MATERIALLY AFFECTS THE PROPOSERS QUALIFICATIONS TO PERFORM
UNDER THE CONTRACT SHALL CAUSE THE OWNER TO REJECT THE PROPOSAL AND IF AFTER THE AWARD TO
CANCEL AND TERMINATE THE AWARD AND/OR CONTRACT.
Date:
Signature Print Name
Company Title
If Corporation (Seal) If Individual or Partnership, two Witnesses are required:
Witness Witness
Respectfully submitted
(CORPORATE SEAL)
Company - Contractor
Margaret Wilesmith
President/CEoWilesmith Advertising | Design
Wilesmith Advertising | Design
5/07/2013
N/A N/A
COR P O R A TION
S
E
A
L
WILESMITH
ADVERTISING|DESIGN
Articles of
Incorporation
Document
#P99000049101
F
LORIDA 1 9 9 9
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PROPOSER’S QUALIFICATIONS (CONTINUED)
ATTEST:
_______________________________________ By ___________________________________ (Seal)
Secretary President
_______________________________________
Witness
______________________________________
Contractor Signature
END OF SECTION
Margaret Wilesmith
COR P O R A TION
S
E
A
L
WILESMITH
ADVERTISING|DESIGN
Articles of
Incorporation
Document
#P99000049101
F
LORIDA 1 9 9 9
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CITY OF SOUTH MIAMI
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RFQ #PW-Q2013-01
REFERENCES
The following is a list of at least four (4) references that Proposer has provided similar service in the past five (5)
years. Government agency references are preferred.
1. Name of Firm, City, County or Agency:
Address:
Contact: _____________________ Title: ______________________ Telephone :( )
Location: Scope of Work:
2. Name of Firm, City, County or Agency:
Address:
Contact: _____________________ Title: ______________________ Telephone :( )
Location: Scope of Work:
3. Name of Firm, City, County or Agency:
Address:
Contact: _____________________ Title: ______________________ Telephone :( )
Location: Scope of Work:
4. Name of Firm, City, County or Agency:
Address:
Contact: _____________________ Title: ______________________ Telephone :( )
Location: Scope of Work:
NOTE: Additional references may be attached and provided.
CiTY oF TAvArES, FloriDA
John Drury iCMA-CM, City Administrator
201 East Main Street, Tavares, Fl 32778
352 742-6209
Brand Assessment, Brand Promise, Brand Design, Graphic Standards Manual, Wayfinding, Environmental Graphics,
Marketing Collateral Design, implementation Document
Tavares, Fl
CiTY oF DUNEDiN, FloriDA
Bill Francisco Brand Committee Member, EDC 727 733-6970
Community Brand Assessment, research, Competitive Set Analysis, Findings and Methodology report, Brand
Platform, Position, Byline, Tagline; Collateral and Ad Campaign Creation: Marketing Plan; integration into Public realm
N/A
N/A
CiTY oF DANiA BEACH, FloriDA
Executive Director, ASlA, AiCP 954 552-5455
Brand Assessment, Brand Promise, Brand Design, Graphic Standards Manual, Wayfinding, Environmental
Graphics, Marketing Collateral Design, implementation Plan
Jeremy Earle
100. W. Dania Beach Blvd, Dania Beach, Fl 33004
PAlM BEACH CoUNTY CoNvENTioN AND viSiTorS BUrEAU
Shirley Talbert vice President of Marketing
1550 Palm Beach lakes Boulevard, West Palm Beach, Fl 33401
Community Brand Assessment, Competitive Marketing Analysis, Competitive Website Analysis, Findings
reports, Collateral and District identity Design
561 233-3000 or (561) 762-8857
West Palm Beach, Fl
Dania Beach, Fl
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prOpOser qualifiCaTiOns
Wilesmith advertising/Design has a record of success in creating brand identities and implementing brand identity
and strategies for destinations and community brands; special districts; major residential, commercial, entertainment
and historic centers, and non-profits locally, regionally and nationally.
When we approach a project, our goal is perfection. Our intention is to find solutions that will make a difference.
Our process is guided by that single-minded intention: to identify your point of difference, articulate your competitive
identity, and set a course for communicating your true brand essence. Our process leads us to discover something
that may not have been seen before, and our clients love us for it. for cities and destinations, this means creating
a unique sense of place – the thoughts, feelings, and impressions people have of you. The challenge is to capture
the many diverse components of south miami in a single powerful identity and to differentiate it from the many
cities and towns in florida and beyond, all vying for market share.
Our business model of accountability is as important as our analytical and creative capabilities. We believe in
collaboration, and more importantly, active listening. We also believe there are certain essential qualities and
attributes that ensure the success of the projects we accept: vision, imagination, focus, insight, laughter, fun,
collaboration and the commitment to consistently delivering outstanding value, and that success is centered on
three key elements:
1. leadership - the ability to lead teams, and bring vision and understanding of business strategy to achieve success
in highly competitive environment.
2. strategic Thinking - applying critical thinking to communications problems and issues
3. informed imagination - applying critical insights to creative exploration
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prOpOser qualifiCaTiOns
Wilesmith has helped over 50 non-profit clients nationally, regionally and locally build their brands through
strategic positioning and communications that ensure relevancy, provide a valuable user experience, and
influence development. The agency works in the total brand environment to create, build and retain brand
value. We have complete capabilities to utilize all appropriate tools and channels of the integrated marketing
toolbox including:
• Qualitative/Quantitative Market Research
• Brand Assessment
• Brand Design and Identity Systems: Logo,
byline,Tagline
• brand extensions
• brand standards manuals
• Copywriting
• Collateral Design
• Creative Development
• Desk research
• Direct mail
• environmental graphics
• graphic Design
• media planning
• media buying
• Online/Offline advertising
• promotional programs
• strategic planning
• Website assessment and Design
• seO/sem
• Wayfinding
• THinKing!
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aWarDs
1997 Local Addys: 14 Golds • 29 Silvers
Best of Show - Print • Special Judges Award
1997 District addys: 5 silvers
1997 national Healthcare awards
Silver - Newsprint • Merit - Brochure
1997 national mature media: bronze - brochure
1998 Local Addys: 13 Golds • 31 Silvers
1998 District Addys: 1 Gold • 6 Silvers
south florida building industry awards 1998:
best of show - print Campaign
best of show - magazine print
best of show - Direct mail
international professional services awards 1998:
first place - Corporate brochure
1999 Women in Communications awards (aCe)
Ritz-Carlton, Palm Beach • Special Publications
Ritz-Carlton, Palm Beach • Marketing Summer Packages
1999 Local Addys: 23 Golds • 36 Silvers
Best of Show - Print • Special Judges Award (3)
2000 Local Addys: 15 Golds • 20 Silvers
Best of Show - Print • Ritz-Carlton, Palm Beach
Best of Show - Public Service • Children’s Home Society
2000 District Addys: 2 Golds • 5 Silvers
2001 Local Addys: 13 Golds • 29 Silvers
Best of Show - Print • BABOR Cosmetics
Best of Show - Billboard • Lowry Park Zoo, Tampa
2001 District Addys: 1 Gold • 2 Silvers
2002 Local Addys: 14 Golds • 26 Silvers
Best of Show - Electronic • Jewish Federation
One That Got Away • Wellington Mall
2002 american bankers association
Gold - Newsprint • Fidelity Federal Bank & Trust
2003 Local Addys: 4 Golds • 9 Silvers
2003 national College marketing
Gold - Television • Palm Beach Community College
2004 national Council of marketing and public relations medallion award
2004 american bankers association, Certificate of merit, print
2005 Local Addys: 5 Golds • 14 Silvers
Best of Show - Broadcast • Palm Beach Community College
nOTe:
awards only go through 2005, only because we stopped entering.
Why, you ask?
We ran out of wall space…
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nOT-fOr-prOfiT ClienTs
american Cancer society
american Orchid society
american red Cross
ascencia, los angeles County, Ca
Children’s Home society
City of Tavares, florida
City of pompano beach, florida
City of Dania beach, florida
City of Dunedin, florida
Town of miami lakes, florida
City of West palm beach, florida
Commission for Jewish Education
Councils on aging: martin & indian river Counties
Dreyfoos school for the performing arts
florida atlantic university Honors school
greensboro symphony Orchestra
Homesafe shelter for abused Children
Humane society of the palm beaches
Jewish Federation of Palm Beach County
Jewish Federation of South Palm Beach County
Kravis Center for The performing arts
lowry park zoo
morselife senior services
norton museum of art
palm beach Community College
palm beach Community College foundation
palm beach County Cultural Council
palm beach mental Health association
palm beach pops
palm beach zoo
palm beach County Convention & visitors bureau
peoria County, illinois; senior services
Organization of Teratology specialists, san Diego, Ca
Public Justice Foundation, Washington, D.C.
preservation foundation of palm beach
Scripps Research Institute, La Jolla, CA/Palm Beach, FL
south florida fair
Caron substance abuse rehabilitation Centers, pa.
The benjamin school
The pine school
The school for autism
211 information services
south florida science museum
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HOurlY raTes
We have offered project fees on the following page. Our hourly rates are as follows:
principal/Creative Director/strategic Communications - $175/hr
Design Director - $150/hr
strategic planning and marketing - $150/hr
research audit, public relations - $150 /hr
senior art Director - $150/hr
graphic Designers - $125/hr
administrative/proofreader - $65/hr
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Deliverables anD fees
a. explOraTiOn anD DisCOverY ................................................................................................................................................$ 3,000
purpose: to gain insight into current brand perceptions and assess the brand environment to include:
- Communication, marketing materials and media audit
- exploration & Discovery with brand committee
- Depth interviews with city leaders
- Digital brand network assessment: evaluate City’s online presence, functionality of proprietary sites, cross-
sell functionality, access points, related messaging and user behavior
b. branD iDenTiTY ......................................................................................................................................................................................$ 13,500
1. brand Concepts/mood board: brand narratives told through key words, typography, photography,
iconography, symbols, colors palettes, textures and tones
2. logo and tagline
- preliminary tagline category trademark and url search
- logo design informed by mood board outcomes
- present multiple executions to client
- Distill concepts and refine
3. provide final logo as finished art through a dedicated website with downloadable logo files, including pDf
standards guide, b&W CmYK and pms logos, grayscale logos for all applications, plus logos for online usage
C. branD guiDelines ...................................................................................................................................................................................$3,500
- logo guide: sizes, proper placement, incorrect uses of the logo
- Color palettes – specific colors, combinations and usage
- font guide – type styles, appropriate use
- Company template design – positioning of logo, address on letterhead, business cards
- Web guidelines
- voice & style guide
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Timeline
8 WeeKs frOm appOinTmenT
• Complete exploration & discovery among brand committee and stakeholders
• Analyze and deliver findings, and gain consensus on project direction from all decision makers
4 WeeKs
• Develop and deliver a narrative that communicates the “City of South Miami Experience”, unique value
attributes and competitive advantages
8 WeeKs
• Develop, present to Brand Committee and refine options for logo/byline/tagline
6 WeeKs
• Brand Standards Manual
• Prepare a report supporting the preferred branding option
• Deliver report to all decision makers inclusive of a recap of each step of project
TOTAL PROJECT TIMEFRAME: 26 WEEkS
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kEy PROJECT PERSONNEL/AREAS OF ExPERTISE
Team members
margaret Wilesmith: president/Creative Director; project lead
scott eurich: Design and implementation Director
bill vervaeke: research and strategic planning
linda rivera: senior art Director
Kate Caryk: graphic Designer
Celiese Tuason: Jr. Art Director
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margareT WilesmiTH: presiDenT/CreaTive DireCTOr
margaret Wilesmith began her career as a copywriter for sheraton Hotels.
in 1986, she joined the saatchi & saatchi Worldwide affiliate in bermuda.
as Director of Client services and award-winning group Creative Head.
as president/Creative Director of Wilesmith advertising | Design, she
has won multiple awards both regionally and nationally, including awards
from national Healthcare, national mature media, american Women
in Communications, american banking association, national College
marketing and the prsa’s prestigious bernays award. she is on the board
of the Arts Creation Foundation For Children in Jacmel, Haiti, a founding
member of the 2% solution, the movement to end homelessness in palm
beach County, fl, and a sCOre volunteer (Counselors to america’s
Small Businesses). Margaret is the author of “Not Just for Fortune
500 Companies anymore: The importance of branding for non-
profits” published in the pr news guide to best practices in nonprofit
Communications. Her “what’s it all about, alfie?” moment prompted her
to seek her masters of science in strategic Communications at Columbia
university where she recently completed a targeted tourism marketing
plan for new York City and a case study on aruba studying the effects
of negative events on destination image. she is conducting her thesis on
global giving for the Western union foundation which supports the un’s
“1,000 Days of action” for universal education for girls. she plans to go
into the sunset teaching young communications aspirants what it took
her 30 years to learn. (as a guest lecturer in integrated marketing at Cal
state, she was called “wicked awesome!”)
education: b.a. emmanuel College, boston, ma
masters of science, strategic Communications
Columbia university in the City of new York (2013)
Years in industry: 32
area of expertise: branding and integrated marketing for non-profits
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sCOTT euriCH: viCe presiDenT/Design DireCTOr
a native of new York, scott is a marketing executive and art director
with 22 years of experience marketing some of the country’s most
recognized brands. scott was a senior partner with a sales promotion
agency ranked in the top 15 in the country for five consecutive
years. scott’s versatile background includes strong creative as well as
production and management responsibilities. With a demonstrated
ability for managing a project, from conceptual to creative to technical
prepress, scott is also a leader and team builder, with strong strategic
as well as change-management skills. scott is a highly motivated and
organized professional with a serious commitment to completing the
task at hand. His ability, knowledge, experience and commitment to
success produce results that make him a valuable asset to Wilesmith.
account experience includes:
Tropicana pure premium, farley’s fruit snacks, bacardi rum, florida
Department of Citrus, Heinz pet food, ivy mackenzie investments, pam
Cooking spray, gulden’s mustard, mental Health association, american
Orchid society, first bank of the palm beaches, morselife, inc., palm
beach Cultural Council, Colony Hotel, palm beach Community College,
Ram Real Estate, South Florida Fair, Jet Aviation, Signature Flight
support, the law firms of leopold law and Coben palmer russell,
american Cancer society, and the Cities of Tavares, pompano beach,
Dania beach, West palm beach districts, Downtown West palm beach,
among others.
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linDa rivera: seniOr arT DireCTOr
linda is a florida native. she graduated summa Cum laude from
florida atlantic university with a bachelor of fine arts in graphic
Design. During her senior year, she worked as a graphic designer for
the university galleries at fau. she joined Wilesmith in 2004.
account experience includes:
american red Cross, babOr Cosmetics intl., Cityplace Tower,
northpoint/southpoint realty Development, ram Development,
The scripps research institute, st. michael’s independent school,
virtual bank, lydian bank & Trust, fidelity federal bank & Trust, realty
international, morselife inc., first bank of the palm beaches, american
Orchid society, West palm beach Downtown Development authority,
mariner asset management, brown Harris stevens, medexpress urgent
Care, palm beach County Cultural Council, Coben palmer russell,
Leopold~kuvin, Palm Beach Concierge, Jet Aviation, Signature Flight
support, grand bank & Trust, american Cancer society, The City of
Tavares, The City of pompano beach, the Town of miami lakes and
the City of Dunedin, fl.
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bill vervaeKe: aCCOunT DireCTOr; sTraTegiC planning
bill was born in the state of Washington. However, until he went
to college at florida state university, he never lived in any one
place more than three years. after graduating from fsu, where he
majored in advertising and public relations, he took a temporary
job in miami at eastern airlines. He stayed for 15 years and got
out five years before it went into receivership. but, by then, travel
was in his blood and he went to new York to head the north
american sales team for Hertz Corporation. To round out his airline
and car rental experience, he became the s.v.p. of Trusthouse
forte Hotels responsible for sales and marketing in the u.s., latin
america and Caribbean. mandarin Oriental Hotel group sought
him out and persuaded him to go to Hong Kong to be their s.v.p.
sales & marketing worldwide. While in Hong Kong he met eric
Hilton. later, when eric was overseeing the creation of a new brand
“Conrad Hotels and Casinos” he recruited bill to be his s.v.p. sales
& marketing worldwide based in los angeles. bill helped build the
brand consisting of eight hotels and almost 3,000 rooms as well as
three casinos. When Conrad was absorbed into Hilton, bill got into
the advertising business.
account experience includes:
palm beach County Convention and visitors bureau, palace resorts
(mexico), visiT flOriDa, el Conquistador (puerto rico), Casino
Windsor (Canada), sun Cruz Casinos (florida), Kiawah island golf
resort (south Carolina), Kiawah island real estate, Commodore
Cruise lines, allegro resorts, Williams Hospitality, Doral golf resort
& spa, Club med n.a., Hilton virginia beach, ara macao resort and
marina (belize)
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CELIESE TuASON - JR. ART DIRECTOR
Celiese was born in Houston, Texas, but grew up in south florida. she
entered the university of florida (uf) as a florida medallion scholar and
florida bright futures scholar and left as a graduate with a bachelors of
fine arts in graphic Design in 2012. and of course, as a lifelong gator
fan. While at uf, she was accepted into the graphic Design upper
Division program, which meant being a part of a computer-integrated
studio as one of eighteen students. in addition, she has participated in
vox graphis, a student organization at uf dedicated to sharing a love
for design. she has designed layouts for the asian-american magazine
inK, and was associate multimedia director for the volunteers for
international student affairs. in the past, Celiese has designed for various
clients such as DellDeligero, llC, gainesville Health and fitness Center,
and memorial Hospital West. Celiese joined Wilesmith advertising/
Design in 2012. Her academic training, refined designed sensibilities,
exquisite sense of type and color, and natural curiosity result in work
that is consistently interesting, imaginative, compelling and memorable.
26
KaTe CarYK: grapHiC Designer
a native of poland, Kate earned her masters Degree in marketing and
management at poland’s lublin Technical university where she also
earned an engineering Degree. simultaneously, she graduated from the
private information Technology school earning a degree in information
Technology. (i know...we were impressed too!) prior to emigrating
from poland Kate worked as a software implementation Consultant
implementing integrated enterprise resource planning systems. Kate
moved to the united states in 2008, and in 2011 graduated from
sessions College for professional Design with concentrations in print
and Web Design. graduating with honors (of course) Kate was
selected to redesign the school’s student micro site.
in 2012 she joined Wilesmith advertising/Design working under Design
Director, scott eurich on non-profit brand design and web projects. in
february 2013 Kate became a united states citizen and was honored
by her agency colleagues with a lunch of hot dogs, hamburgers and
apple pie.
Kate’s account experience includes:
Commission of Jewish Education, MorseLife, Sabadell Bank,
motherTobaby, The lukens institute, City of West palm beach –
northwest neighborhood, peoria County, palm beach County
Convention and visitors bureau, and international Consulting engineers,
new York.
27
28
“You all did a super job!
‘Tavares, a merica’s s eaplane City’, is an
identity rich in economic development possibility.
The sky really is the limit!”
- mayor nancy Clutts, City of Tavares
29
exampLe 1: city of tavares, fLorida
30
ClienT: CiTY Of Tavares, fl
PROJECT: branding (april 2009 - september 2010)
branD Team:
margaret Wilesmith, project Director, strategic planning; scott eurich, Design Director; Doug Hardee, Creative
Director; linda rivera, art Director
D eliverables :
• Brand Evaluation
• Brand Promise and Platform
• Brand Design and Identity: Logo, Byline, Tagline
• Implementation Plan
• Wayfinding, Collateral Design, Environmental Graphics, Website Design, Ad Campaign, Brand Standards Manual
DesCripTiOn:
The City of Tavares, florida is a stunning example of a municipality that is fully committed to its brand and
is seeing remarkable results, in spite of a limited marketing budget.
in 2009, the City was implementing a master redevelopment plan, the focus of which was a state-of-the-art seaplane
basin, the only one between georgia and Key West, florida. at the time, no one could imagine the incredible impact
this would have on the City, which had experienced an extended period of decay and economic depression.
31
Hoping to avoid a cookie-cutter approach, Tavares selected Wilesmith advertising | Design for its fresh and
creative perspective to conduct a brand assessment and reinvent the City’s brand. We couldn’t help but be
inspired by the City’s intrepid spirit both from a historical and modern perspective.
The agency starting by defining the City’s distinct value proposition, creating a unique brand identity and
implementing it across the brand architecture. The completed initiative included immersion of the new brand
design and messaging into the public realm through environmental graphics, wayfinding, collateral design, events,
online and offline advertising, public relations and other channels of distribution. The agency was also responsible
for creating an inviting, holistic exterior environment.
by building an infrastructure supported by a relevant and authentic brand, the City realized a dramatic return on
investment in the worst economic downturn since the great Depression.
resulTs* (3 years)
• 37 new businesses, including 2 boutique hotels
• One of the largest seaplane manufacturing facilities in the world, Progressive Aerodyne, relocated to city
• More than 3,400 seaplanes visits (1000% ahead of projections)
• Destination used in a major Hollywood film requiring a seaplane scene, and
• Has become a regular stopping point for seaplaners from as far away as Mexico, Italy and France.
* source: bill neron, Tavares economic Development Director
32
Before
33
after
34
prinT Campaign
35
COllaTeral
36
gaTeWaY signage
37
billbOarD Campaign
38
billbOarD Campaign
39
WaYfinDing
40
41
sample appliCaTiOns
42
WebsiTe HOme page
43
branD sTanDarDs manual
7
Colors for Print
For any printed application please refer to the color
specifications below. Accurate reproduction of colors is
essential for brand consistency.
File Format
• Illustrator eps
Color options
• Pantone® Matching System (PMS)
• Four Color Process (CMYK)
For more information, please refer to UsaGe (p. 9).FoUr Color proCess (CmYK)
pantone® matChinG sYstem (pms)alternate: pms (no metalliC)
Pantone® 2945 Pantone® 2945 MetaLLIC 8402 Pantone® CooLGrey 9
C: 100%
m: 52%
Y: 0%
K: 12%
C: 0%
m: 0%
Y: 0%
K: 60%
5
Core Element
Our logo “Logo” is the core element of our visual
identity. It should be seen on everything we do from
letterheads and advertising to promotional items and
brochures.
The Logo consists of four elements: the seaplane,
the water/waves, the Tavares logotype and the byline
“America’s Seaplane City”. It should not be redrawn,
digitally manipulated or altered.
The Logo must always be reproduced from a digital
master reference. This is available in eps, jpeg and gif
formats. Please ensure the appropriate artwork format
is used.
For more information, please refer to USAGE (p. 9).
File Name: Tavares_Logo_PMS.eps
File Name: Tavares_Logo_CMYK.eps
File Name: Tavares_Logo_B&W.eps
File Name: Tavares_Logo_PMS_noMET.eps
File Name: Tavares_Logo_CMYK.jpg
File Name: Tavares_Logo_Gray.eps
USAGE
All promotional items and 2 color commercial
printing that can use metallic ink.
USAGE
All 4 color commercial process printing.
USAGE
All b&w newspaper.
USAGE
All promotional items and 2 color commercial
printing that can NOT use metallic ink.
USAGE
All in-house computer files.
USAGE
An optional b&w for commercial printing.
8
Colors for Digital Media
For any online or digital application please refer to the
color specifications below.
File Format
• jpeg or gif
Color options
• RGB
• LAB
• Hexadecimal HTML Code
For more information, please refer to UsaGe (p. 9).
r:0 G:62 B:139
l:32 a:-8 b:-52 l:40 a:0 b:-1
HexadeCimal Html
r:85 G:85 B:83
#003e8b #55553
44
press release
45
e xamp L e 2:
the city of dania Beach, fLorida
46
The City of Dania beach, florida had been in decline, losing its place among broward County’s leading cities. The
purpose of the project was to support the Dania’s re-development through branding. it was essential that the
brand resonate with businesses investing in the City. at the same time, research showed that the City’s history was
a perceived value asset and source of pride for stakeholders. Wilesmith developed a brand promise, identity and
design that supported the City’s revitalization while reflecting its historic position in the County. The new logo’s
contemporary, structural and graphic, reflects the City’s modern attitude. The use of the nautilus was inspired by
the primary architectural design element used in the City’s new downtown center. The wave formation at the top
references the City’s substantial maritime assets, while the vertical form on the right references its ascendancy. The
logo utilizes the negative space to form the letter D (the City is referred to by it’s first name only) which serves as the
locus for the other graphic elements of the logo. The brand identity was extended throughout the City and within
marketing portals, like the website, to unify the brand yet ensure that each business district was distinctly identified.
47
CiTYWiDe branD
Before after
48
downtown districtdesign districtgreen district
art & antique districtmaritime district
branD exTensiOn
49
City Services Community Leisure Business Online Services
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Web Design
50
“margaret,
You and your team did a fantastic job”
-Tom Digiorgio, Chairman
p ompano b each e conomic Development Council
51
exampLe 3:
city of pompano Beach, fL
52
b ran D Team:
Margaret Wilesmith, Project Director, Strategic Planning; Scott Eurich, Design Director; Jennifer Dempsey,
Research; Linda Rivera, Jon Chung Art Directors
Deliverables:
• Market research
• Brand Assessment; Brand Report
• Brand Promise and Platform
• Brand Design and Identity: Logo, Tagline
• Wayfinding, Collateral Design, Environmental Graphics, Website Design, Ad Campaign, Brand Standards Manual
COsT: $75,000
Transitioning from its agricultural roots, the City of pompano beach had experienced prolonged
economic decline in spite of its many natural assets including a spectacular beach, 47 parks and reputation
for the best deep sea fishing in florida. unfortunately this was all surrounded by low income housing and
vacant commercial space. The City’s reputation as a welcoming place to visit or do business was also
in the negative space, not helped by its leading role on “police Women of broward County” which,
with its focus on crime, further undermined the Cra’s efforts to rehabilitate the City and its image.
With a redevelopment plan ready to launch, the City selected Wilesmith to conduct a brand assessment and
rebrand the City for the purpose of economic development. The agency worked with a 12-member brand
53
committee comprised of representatives of the economic Development Council, Chamber, Cultural Council,
Hotel association, and numerous other community agencies and organizations. Wilesmith conducted extensive
in-market intercept surveys as well as brand imprint sessions with city commissioners, residents, business owners
and city employees The insights gained from this research led us to articulate the brand promise and establish a
new brand identity which has been put to work to support redevelopment efforts in the industrial and tourism
sectors. The critical feature of the rebrand was early adoption of the brand promise and identity internally.
This initiated a cultural change that shifted the focus onto the customer, and facilitated the brand’s successful
integration into the public realm. The brand promise is now the battle cry for everyone at every City level with
“their hands on the brand.”
The pompano beach brand promise
for people who value genuine hometown qualities but also want the lifestyle a progressive, modern city offers,
we will provide an environment where your comfort, enjoyment and success is our top priority. We will do
everything possible to make it easy and pleasant for you to enjoy our beaches and parks or to do business here.
in every interaction we will affirm your choice of pompano beach by welcoming you warmly and making you feel
an important and valued part of our community.
This brand promise was a result of an in-depth brand assessment process and approved by the brand Committee
and City Commission prior to the brand Design process which is demonstrated in this case study.
54
befOre
55
56
afTer
57
prinT Campaign
58
visiTOrs guiDe
59
WebsiTe
60
seCOnDarY gaTeWaY
61
peDesTrian DireCTiOnal
62
veHiCle appliCaTiOn
63
sTreeT banners
64
sample appliCaTiOns
65
branD sTanDarDs manual
1
Brand
Standards
Manual
5
Our logo (Logo) is the core element of our visual identity.
It should be seen on everything we do from letterheads
and advertising to promotional items and brochures.
The Logo consists of four elements: the sun, the fish,
the water, the Pompano Beach logotype and the tagline
“Florida’s Warmest Welcome”. It should not be redrawn,
digitally manipulated or altered in any way.
The Logo must always be reproduced from a digital
master reference. This is available in eps, jpeg and gif
formats. Please ensure the appropriate artwork format
is used.
For more information, please refer to USAGE (p. 8).
4-Color PMS Logo 5-Color PMS Logo
4-Color Process CMYK Logo1-Color PMS Logo
1-Color B&W Logo 1-Color Gray Logo
Usage
All promotional items and 4-color
commercial printing that can use PMS.
Usage
All promotional items and 5-color
commercial printing that can use PMS.
Usage
All CMYK commercial process printing.
Usage
All promotional items and 1-color printing.
Usage
All b&w newspaper.
Usage
An optional b&w for commercial printing.
Core Element
9
In certain cases, it will be necessary to print the color
logo on a color background. The Logo should only be
printed on the approved colors shown here. The Logo
should not be printed on any other color. See Logo
Don’TS (p. 12).
IMPoRTA nT noTE:
The illustrations on the right do not imply
that the Logo should be contained in a box of
any kind. Rather it is to show how the Logo
should appear when knocked out of a larger
area of the aforementioned colors.
Color Background
Four Color ProCess (CMYK)
10% oF PMs 348
20% oF ProCess Yellow
20% oF PMs 7459
20% oF PMs 130
C: 10%
M: 0%
Y: 10%
K: 5%
C: 0%
M: 10%
Y: 20%
K: 0%
C: 15%
M: 0%
Y: 5%
K: 5%
C: 0%
M: 0%
Y: 20%
K: 0%
6
For any printed application please refer to the color
specifications right. Accurate reproduction of colors is
essential for brand consistency.
File FormAt
- illustrator eps
Color options
- pantone® matching system (pms)
- Four Color process (CmYK)
For more information, please refer to UsAGe (p. 8).
Four Color ProCess (CMYK)
Pantone® MatChing sYsteM (PMs)
Pantone® 348 Pantone® 130Pantone® 7459 Pantone® 346 BLaCK
C: 100%
m: 0%
Y: 87%
K: 20%
C: 0%
m: 30%
Y: 100%
K: 0%
C: 76%
m: 6%
Y: 8%
K: 15%
C: 56%
m: 0%
Y: 42%
K: 0%
C: 0%
m: 0%
Y: 0%
K: 100%
logo Colors for Print
66
“i commend your excellent, professional work.
Thanks for everything, especially your patience
during a wild ride!”
bill francisco - brand Committee, Dunedin
67
exampLe 4:
the city of dunedin, fLorida
68
ClienT: CiTY Of DuneDin, fl
PROJECT: branding and marketing (may 2011 - november 2012)
bran D T eam :
margaret Wilesmith, project Director, strategic planning; scott eurich, Design Director; bill vervaeke, research;
Linda Rivera, Jon Chung, Art Directors
D eliverables :
• Qualitative/Quantitative Market Research
• Brand Assessment; Brand Report
• Brand Promise and Platform
• Brand Design and Identity: Logo, Byline, Tagline
• Collateral Design, Environmental Graphics, Ad Campaign, Economic Development Brochure, Merchandise Design
• Standards Manual
• Marketing Plan
DesCripTiOn:
Dunedin is an interesting story. While we have a superb relationship with the City and believe it is on the cusp
of becoming a great place brand, it is also an example of how a City can lose control of the branding process.
69
Dunedin is one of florida’s most charming cities. However, it was not realizing its potential for economic development
in the tourism or small-to mid size business sector. The City had a great product, but its brand had never been
refined or articulated. The City selected Wilesmith, again for our fresh perspective and hands-on style.
The agency immersed itself in the City, working with the brand committee, conducting focus groups with
business leaders, spending time with visitors and residents, and evaluating key value assets and their respective
weight in creating a compelling brand story.
The extensive research, including a community survey that saw an extraordinary level of resident participation,
revealed that Honeymoon island is considered the City’s most unique value asset in attracting visitors. no
other destination can claim Honeymoon island as its own. The added bonus is the evocative, magical name of
the island itself.
based on this finding, along with other key supporting features, the agency developed a brand identity
that encompassed three major features: water, the nature trail, the indigenous osprey, which all combine to
form a heart symbolizing the romance of Honeymoon island and the Dunedin experience. The byline, “Home
of Honeymoon island” captures the unique selling proposition of the City supported by the brand promise
expressed in the tagline “We’ll Win Your Heart.” The identity simply and elegantly tells a wonderful, evocative
story about the City.
The brand solution was presented to enthusiasm and applause in the City Commission chambers.
70
CHallenges
unfortunately, the process was hi-jacked by a vocal minority who either did not support the brand process from
the beginning or had limited knowledge or understanding of the process. in a misguided effort to achieve 100%
community buy-in, (perhaps an overly optimistic goal for any city undertaking), the City lost control of their
own brand, and with it, their opportunity to be represented in a truly unique and memorable way.
While we were disappointed with the Commission’s ultimate decision to select one of our other logo designs, it
was only because we truly believe that the original selection was the right one for the City. However, we have
always enjoyed open and candid communications with our client, and continue to work with them to implement their
new brand through a multi-year integrated marketing program encompassing all elements of the marketing toolkit.
This is a cautionary tale for those undertaking the time and expense of a branding initiative. City leaders have
the responsibility for economic development, the sole purpose for branding in the first place. Therefore they
must be the custodians of their brands. They must set the tone and be the primary brand stewards. it cannot be
compromised, crowd-sourced or managed. However, it also points to the importance of ongoing community-
wide communications and engagement throughout the process to facilitate understanding and buy-in.
71
presenTeD
DU NE DIN
Life Flows Yo ur Way
DU NE DIN
Life Flows Yo ur Way
DUNEDIN
Life Flows Your Way
DUNEDIN
Life Flows Your Way
water • color • life
DUNEDIN
water • color • life
DUNEDIN
We ’ll Steal Yo ur Heart
We ’ll Steal Yo ur HeartLife flows Your Way
Life flows Your Way
PMS 294 PMS 347 PMS 298 PMS 3005
Home of Honeymoon Island
Fall in Love
Home of Honeymoon Island
Fall in Love
HOME OF HONEYMOON ISLAND
HOME OF HONEYMOON ISLAND
72
reCOmmenDeD
PMS 294 PMS 347 PMS 298 PMS 3005
73
seleCTeD
74
billbOarDs
75
76
brOCHure
77
WebsiTe
78
branD sTanDarDs manual
79
additionaL sampLes
• city of west paLm Beach
• paLm Beach county convention and
visitors Bureau
• town of miami Lakes
80
“a ll of us were very impressed with the creative
look and feel.
great job from your team.”
- shirley Talbert, vp/Chief marketing Officer
palm beach County Convention and visitors bureau
81
DisTriCT TOurism iDenTiTies
82
DisTriCT TOurism iDenTiTies
83
name, Tagline, anD lOgO Design
The City of West palm beach retained us to create a brand for the blighted west side of the pleasant City in
redevelopment, for emerging and established artists would live, work and market their work through galleries and
public events. The assignment was to create a name, tagline and logo for the district. The goal was an urban,
modern, and cool brand identity; a place artists would feel reflects their vibe and vision. The agency developed
names using frames of reference including area history, art history, important arts movements and forms, artists'
colonies and their genesis, as well as geographic markers. The location abutted 23rd st. and would be located on
city lots #2 and #3. and that's how lot23 came to be the emerging artists district. The tagline, “The artful side
of pleasant City”, was incorporated into the logo rather than use it as a separate element. The logo is a modern
graphic treatment referencing the lot gridlines to artfully form the number 23 in the negative space. (Kismet in
the world of graphic design.) The tagline wraps around the side of logo to suggest the very specific, self-contained
nature of the district. The result is unique and distinctive – edgy, hip and urban.
84
branD iDenTiTY/Tagline
HISTORIC DISTRICT
The City of West palm beach, florida contracted with Wilesmith to brand its northwest neighborhood which
had suffered from years of neglect, crime and economic decline, and is now in redevelopment. its residents have
a deep love and connection to the neighborhood, which has more churches than any other in the city, and a
distinguished black history. The logo design renders the letter n into a heart symbolizing the residents’ feelings
about the district. The circle communicates connection and community. The tagline expresses both the feelings
and character of the neighborhood.
85
86
87
88
89
90
91
92
Downtown Development authority annual/business reports
(City of West palm beach)
93
City of West palm beach economic Development brochure
94
att
a
c
h
m
e
n
t
g
95
3.3 proposaL package
96
att
a
c
h
m
e
n
t
g
RFQ #PW-Q2013-01
City Branding Design & Services
Page 19 of 60
SECTION IV
PROPOSAL PACKAGE
City Branding Design & Services
QUALIFICATIONS ARE DUE ON OR BEFORE:
Tuesday, May 7, 2013 @ 2:00 PM
TO: CITY HALL
OFFICE OF THE CITY CLERK
6130 Sunset Drive
South Miami , Florida 33143
THIS RFQ SUBMITTED BY:
COMPANY NAME:
ADDRESS:
TELEPHONE: ( ) FAX#:
( )
EMAIL: m.wilesmith@wadads.com
561 820-9196
Wilesmith Advertising | Design
319 Clematis Street, Suite 710, West Palm Beach, Florida 33401
561 835-0413
RFQ #PW-Q2013-01
City Branding Design & Services
Page 28 of 60
SECTION IV
RFQ REQUIREMENTS CHECKLIST
RFQ #PW-Q2013-01
Proposer has attached all documents listed in the checklist as provided and any other pertinent information.
Section 1.01 CHECK LIST FORMS ATTACHED
Bid Package: One (1) original and Nine (9) copies Yes______ No______
Proposal Confirmation Yes______ No______
Scope of Services/Plan Yes______ No______
Proposer’s Qualifications Yes______ No______
Proposer’s References Yes______ No______
Indemnification Clause Yes______ No______
Non-Collusive Affidavit Yes______ No______
Drug-Free Workplace Form Yes______ No______
Sworn Statement on Public Entity Crimes Yes ______ No ______
Related Party Transaction Verification Form Yes______ No______
Exception to the Request for Proposals Yes______ No______
Addendum Acknowledgement Form Yes ______ No ______
Anti-Kickback Affidavit Yes ______ No ______
Proof of Insurance Yes ______ No______
Contract/Agreement Yes ______ No ______
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
RFQ #PW-Q2013-01
City Branding Design & Services
Page 29 of 60
CITY OF SOUTH MIAMI
CITY BRANDING DESIGN & SERVICES
RFQ #PW-Q2013-01
PROPOSAL CONFIRMATION
In accordance with the requirements to provide City Branding Design & Services , RFQ #PW-Q2013-01, the
undersigned submits the attached proposal.
Proposer has examined the site and locality where the work is to be performed and is fully aware of the scope of
work based on these requirements, the legal requirements (federal, state and local laws, ordinances, rules and
regulations) and the conditions affecting cost, progress or performance of the work and has made such
independent investigation as Proposer deems necessary.
This proposal is genuine and not made in the interest of or on behalf of any undisclosed person, firm or
corporation and is not submitted in conformity with any agreement or rules of any group, association,
organization or corporation; Proposer has not directly or indirectly induced or solicited any other Proposer to
submit a false or sham proposal; Proposer has not solicited or induced any person; firm or a corporation to refrain
from proposing and Proposer has not sought by collusion to obtain for himself any advantage over any other
Proposer or over Owner.
The Proposer shall acknowledge this Proposal by signing and completing the spaces provided. I hereby submit
this Proposal Package for City Branding Design & Services), RFQ #PW-Q2013-01 to the City of South Miami with
the full understanding of the Request for Qualifications, General and Special Conditions and Detail Requirements
and the entire Proposal Package.
Proposer’s Name Signature Date
State of:
County of:
The foregoing instrument was acknowledged before me this day of , 2013, by
, who is (who are) personally known to me or who has produced
as identification and who did (did not) take an oath.
Notary Public Signature
Notary Name, Printed, Typed or Stamped
Commission Number:
My Commission Expires:
5/07/2013
FloriDA
PAlM BEACH CoUNTY
Wilesmith Advertising | DesignMargaret Wilesmith,
RFQ #PW-Q2013-01
City Branding Design & Services
Page 37 of 60
CITY OF SOUTH MIAMI
CITY BRANDING DESIGN & SERVICES
RF #PW-Q2013-01
INDEMNIFICATION CLAUSE
The parties agree that one percent (1%) of the total compensation paid to Contractor for the work of the
contract shall constitute specific consideration to Contractor for the indemnification to be provided under the
Contractor. The Proposer shall indemnify and hold harmless the City Commission , the CITY OF SOUTH MIAMI ,
and their agents and employees from and against all claims, damages, losses and expenses including attorney's
fees arising out of or resulting from the performance of the work provided that any such claim, damage, loss or
expense (1) is attributable to bodily injury, sickness, disease or death, or to injury to or destruction of tangible
property (other than the work itself) including the loss of use resulting therefrom, and (2) is caused in whole or in
part by any negligent act or omission of the Contractor, any subcontractor, anyone directly or indirectly employed
by any of them or anyone for whose acts any of them may be liable, regardless of whether or not it is caused in
part by a party indemnified hereunder.
In any and all claims against the Owner, or any of their agents or employees by any employee of the Proposer, any
subcontractor, anyone directly or indirectly employed by any of them or anyone for whose acts any of them may
be liable, the indemnification obligation under this Paragraph shall not be limited in any way by any limitation on
this amount or type of damages compensation or benefits payable by or for the Contractor or any subcontractor
under Worker's Compensation Acts, Disability Benefit Acts or other Employee Benefit Acts. Nothing in this section
shall affect the immunities of the City pursuant to Chapter 768, Florida Statutes.
Proposer's Name Signature Date
State of:
County of:
The foregoing instrument was acknowledged before me this ______ day of ______________________, 2013, by
______________________________________, who is (who are) personally known to me or who has produced
_____________________________ as identification and who did (did not) take an oath.
Notary Public Signature
Notary Name, Printed, Typed or Stamped
Commission Number:
My Commission Expires:
5/07/2013
FloriDA
PAlM BEACH CoUNTY
Wilesmith Advertising | DesignMargaret Wilesmith,
RFQ #PW-Q2013-01
City Branding Design & Services
Page 38 of 60
CITY OF SOUTH MIAMI
CITY BRANDING DESIGN & SERVICES
RFQ #PW-Q2013-01
NON-COLLUSIVE AFFIDAVIT
State of }
} SS:
County of }
being first duly sworn deposes and says that:
a)He/she is the ___________________________, (Owner, Partner, Officer, Representative or Agent) of
___________________________ , the Proposer that has submitted the attached Proposal;
b)He/she is fully informed respecting the preparation and contents of the attached Proposal and of all
pertinent circumstances respecting such Proposal;
c)Such Proposal is genuine and is not collusive or a sham Proposal;
d)Neither the said Proposer nor any of its officers, partners, owners, agents, representatives, employees or
parties in interest, including this affiant, have in any way colluded, conspired, connived or agreed, directly
or indirectly, with any other Proposer, firm, or person to submit a collusive or sham Proposal in
connection with the Work for which the attached Proposal has been submitted; or to refrain from
proposing in connection with such work; or have in any manner, directly or indirectly, sought by person to
fix the price or prices in the attached Proposal or of any other Proposer, or to fix any overhead, profit, or
cost elements of the Proposal price or the Proposal price of any other Proposer, or to secure through any
collusion, conspiracy, connivance, or unlawful agreement any advantage against (Recipient), or any
person interested in the proposed work;
e)The price or prices quoted in the attached Proposal are fair and proper and are not tainted by any
collusion, conspiracy, connivance, or unlawful agreement on the part of the Proposer or any other of its
agents, representatives, owners, employees or parties in interest, including this affiant.
Signed, sealed and delivered
in the presence of:
By:
Witness
Witness (Printed Name)
(Title)
Florida
Palm Beach
Margaret Wilesmith
owner
Wilesmith Advertising | Design
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CITY OF SOUTH MIAMI
CITY BRANDING DESIGN & SERVICES
RFQ #PW-Q2013-01
NON-COLLUSIVE AFFIDAVIT (CONTINUED)
ACKNOWLEDGMENT
State of )
) SS:
County of )
BEFORE ME, the undersigned authority personally appeared to me
well known and known by me to be the person described herein and who executed the foregoing Affidavit and
acknowledged to and before me that executed said Affidavit for the purpose
therein expressed.
WITNESS, my hand and official seal this day of , 2013.
My Commission Expires:
_______________________________
Notary Public State of Florida at Large
END OF SECTION
Florida
Palm Beach
RFQ #PW-Q2013-01
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CITY OF SOUTH MIAMI
CITY BRANDING DESIGN & SERVICES
RFQ #PW-Q2013-01
DRUG-FREE WORKPLACE FORM
The undersigned vendor in accordance with Florida Statute 287.087 hereby certifies that
does:
(Name of Business)
1)Publish a statement notifying employees that the unlawful manufacture, distribution, dispensing,
possession, or use of a controlled substance is prohibited in the workplace and specifying the actions that
will be taken against employees for violations of such prohibition.
2)Inform employees about the dangers of drug abuse in the workplace, the business's policy of maintaining
a drug-free workplace, any available drug counseling, rehabilitation, and employee assistance programs,
and the penalties that may be imposed upon employees for drug abuse violations.
3)Give each employee engaged in providing the commodities or contractual services that are under bid a
copy of the statement specified in subsection (1).
4)In the statement specified in subsection (1), notify the employees that, as a condition of working on the
commodities or contractual services that are under bid, the employee will abide by the terms of the
statement and will notify the employer of any conviction of, or plea of guilty or nolo contendere to, any
violation of chapter 893 or of any controlled substance law of the United States or any state, for a
violation occurring in the workplace no later than five (5) days after such conviction.
5)Impose a sanction on, or require the satisfactory participation in a drug abuse assistance or rehabilitation
program if such is available in the employee's community, by any employee who is so convicted.
6)Make a good faith effort to continue to maintain a drug-free workplace through implementation of this
section.
As the person authorized to sign the statement, I certify that this firm complies fully with the above requirements.
Proposer’s Signature Date
______________________________________________________
Print Name
5/07/2013
Wilesmith Advertising | Design
Margaret Wilesmith
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CITY OF SOUTH MIAMI
CITY BRANDING DESIGN & SERVICES
RFQ #PW-Q2013-01
SWORN STATEMENT ON PUBLIC ENTITY CRIMES
SECTION 287.133(3) (a), FLORIDA STATUTES
(CONTINUED)
THIS FORM MUST BE SIGNED AND SWORN TO IN THE PRESENCE OF A NOTARY PUBLIC OR OTHER OFFICIAL
AUTHORIZED TO ADMINISTER OATHS.
1. This sworn statement is submitted to the City of South Miami
by _______________________________________________________________
[Print individual’s name and title]
for _______________________________________________________________
[Print name of entity submitting sworn statement]
whose business address is
____________________________________________________
____________________________________________________
and (if applicable) its Federal Employer Identification Number (FEIN) is ____________________
(If the entity has no FEIN, include the Social Security Number of the individual
signing this sworn statement: _____________________________________ )
2. I understand that a “public entity crime” as defined in Paragraph 287.133(1)9g), Florida Statutes, means a
violation of any state or federal law by a person with respect to and directly related to the transaction of
business with any public entity or with an agency or political subdivision of any other state or the United
States, including, but not limited to, any bid or contract for goods and services to be provided to any
public entity or an agency or political subdivision of any other state or of the United States involving
antitrust, fraud, theft, bribery, collusion, racketeering, conspiracy, or material misrepresentation.
3. I understand that “convicted” or “conviction” as defined in Paragraph 287.133(1) (b), Florida Statutes,
means a finding of guilt or a conviction or a public entity crime, with or without an adjudication of guilt, in
any federal or state trial court of record relating to charges brought by indictment or information after
July 1, 1989, as a result of a jury verdict, non jury trial, or entry of a plea of guilty or nolo contendere.
Margaret Wilesmith, President
Wilesmith Advertising | Design
319 Clematis Street, Suite 710,
West Palm Beach, Florida 33401
65-0925828
N/A
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CITY OF SOUTH MIAMI
CITY BRANDING DESIGN & SERVICES
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SWORN STATEMENT ON PUBLIC ENTITY CRIMES (CONTINUED)
SECTION 287.133(3) (a), FLORIDA STATUTES
4. I understand than an “affiliate” as defined in Paragraph 287.133(1) (a), Florida Statutes, means:
a) A predecessor or successor of a person convicted of a public entity crime; or
b) An entity under the control of any natural person who is active in the management of
the entity and who has been convicted of a public entity crime. Te term “affiliate”
includes those officers, directors, executives, partners, shareholders, employees,
members, and agents who are active in the management of an affiliate. The ownership
by one person of shares constituting a controlling interest in another person, or a
pooling of equipment or income among persons when not for fair market value under
an arm’s length agreement, shall be a prima facie case that one person controls another
person. A person who knowingly enters into a joint venture with a person who has
been convicted of a public entity crime in Florida during the preceding 36 months shall
be considered an affiliate.
5. I understand that a “person” as defined in Paragraph 287.133(1) (e), Florida Statutes, means any natural
person or entity organized under the laws of any state or of the United States with the legal power to
enter into a binding contract and which bids or applies to bid on contracts for the provision of goofs or
services let by a public entity, or which otherwise transacts or applies to transact business with a public
entity. The term “person” includes those officers, directors, executives, partners, shareholders,
employees, members, and agents who are active in the management of an entity.
6. Based on information and belief, the statement that I have marked below is true in relation to the entity
submitting this sworn statement. [Indicate which statement applies.]
____ Neither the entity submitting this sworn statement, nor any officers, directors, executives,
partners, shareholders, employees, members, or agents who are active in the management of
the entity, not any affiliate of the entity, has been charged with and convicted of a public entity
crime subsequent to July 1, 1989.
____ This entity submitting this sworn statement, or one or more of its officers, directors,
executives, partners, shareholders, employees, members, or agents who are active in the
management of the entity, or an affiliate of the entity has been charged with and convicted of a
public entity crime subsequent to July 1, 1989.
X
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CITY OF SOUTH MIAMI
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SWORN STATEMENT ON PUBLIC ENTITY CRIMES (CONTINUED)
SECTION 287.133(3) (a), FLORIDA STATUTES
____ the entity submitting this
sworn statement, or one or more of its officers, directors, executives, partners, shareholders, employees,
members, or agents who are active in the management of the entity or an affiliate of the entity has been charged
with and convicted of a public entity crime subsequent to July 1, 1989. However, there has been a subsequent
proceeding before a Hearing Officer of the State of Florida, Division of Administrative Hearings and the Final Order
entered by the Hearing Officer determined that it was not in the public interest to place the entity submitting this
sworn statement on the convicted vendor list. [Attach a copy of the final order]
I UNDERSTAND THAT THE SUBMISSION OF THIS FORM TO THE CONTRACTING OFFICER FOR THE PUBLIC ENTITY
IDENTIFIED IN PARAGRAPH 1 ABOVE IS FOR THAT PUBLIC ENTITY ONLY AND, THAT THIS FORM IS VALID
THROUGH DECEMBER 31 OF THE CALENDAR YEAR IN WHICH IT IS FILED. I ALSO UNDERSTAND HAT I AM
REQUIRED TO INFORM THE PUBLIC ENTITY PRIOR TO ENTERING INTO A CONTRACT IN EXCESS OF THE
THRESHOLD AMOUNT PROVIDED IN SECTION 287.017, FLORIDA STATUTES, FOR CATEGORY TWO OF ANY
CHANGE IN THE INFORMATION CONTAINED IN THIS FORM.
____________________________________ ______________________________________
Proposer’s Name Proposer’s Signature
Sworn to and subscribed before me this ______ day of __________, 2013.
Personally known ____________________________________________________________
OR produced identification ________________ Notary Public State of Florida at Large
________________________________ My commission expires _______________
(Type of identification)
____________________________________
(Printed, typed or stamped commissioned
Name notary public)
Wilesmith Advertising | Design
Wilesmith Advertising | Design
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“RELATED PARTY TRANSACTION VERIFICATION FORM”
I ______________________________, individualy and on behalf of _______________________(“Firm”) have Name of Representative Company/Vendor/Entity
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 knowledge, information and belief:
(1)neither I nor the Firm have any conflict of interest (as defined in section 8A-1) with regard to the
contract or business that I, and/or the Firm, am(are) about to perform for, or to transact with, the
City, and
(2)neither I nor any employees, officers, directors of the Firm, nor anyone who has a financial interest
greater than 5% in the Firm, has any relative(s), as defined in section 8A-1, who is an employee of the
City or who is(are) an appointed or elected official of the City, or who is(are) a member of any public
body created by the City Commission, i.e., a board or committee of the City, [while the ethics code
still applies, if the person executing this form is doing so on behalf of a firm whose stock is publicly
traded, the statement in this section (2) shall be based solely on the signatory’s personal knowledge
and he/she is not required to make an independent investigation as to the relationship of employees
or those who have a financial interest in the Firm]; and
(3)neither I nor the Firm, nor anyone who has a financial interest greater than 5% in the Firm, nor any
member of those persons’ immediate family (i.e., spouse, parents, children, brothers and sisters)
has transacted or entered into any contract(s) with the City or has a financial interest, direct or
indirect, in any business being transacted with the city, or with any person or agency acting for the
city, other than as follows: __________________________________________(use a separate sheet
to supply additional information that will not fit on this line but make reference to the additional
sheet which must be signed under oath). [while the ethics code still applies, if the person executing
this form is doing so on behalf of a firm whose stock is publicly traded, the statement in this section
(3) shall be based solely on the signatory’s personal knowledge and he/she is not required to make
an independent investigation as to the relationship of those who have a financial interest in the
Firm]; and
(4)no elected and/or appointed official or employee of the City of South Miami, or any of their
immediate family members (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 names: ____________________
__________________________________________(use a separate sheet to supply additional
information that will not fit on this line but make reference to the additional sheet which must be
signed under oath). The names of all City employees and that of all elected and/or appointed city
officials or board members, who own, directly or indirectly, an interest of five percent (5%) or more
of the total assets of capital stock in the firm are as follows: _____________________________(use
a separate sheet to supply additional information that will not fit on this line but make reference to
the additional sheet which must be signed under oath). [while the ethics code still applies, if the
person executing this form is doing so on behalf of a firm whose stock is publicly traded, the
statement in this section (4) shall be based solely on the signatory’s personal knowledge and he/she
is not required to make an independent investigation as to the financial interest in the Firm of city
employees, appointed officials or the immediate family members of elected and/or appointed
official or Employee].
(5)I and the Firm further agree not to use or attempt to use any knowledge, property or resource
which may come to us through our position of trust, or through our performance of our duties
under the terms of the contract with the City, to secure a special privilege, benefit, or exemption for
ourselves, or others. We agree that we may not disclose or use information, not available to
members of the general public, for our personal gain or benefit or for the personal gain or benefit of
any other person or business entity, outside of the normal gain or benefit anticipated through the
performance of the contract.
(6)I and the Firm hereby acknowledge that we have not contracted or transacted any business with
the City or any person or agency acting for the City, and that we have not appeared in
representation of any third party before any board, commission or agency of the City within the past
Margaret Wilesmith Wilesmith Advertising | Design
N/A
N/A
N/A
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two years other than as follows:_____________________________(use a separate sheet to supply
additional information that will not fit on this line but make reference to the additional sheet which
must be signed under oath).
(7)Neither I nor any employees, officers, or directors of the Firm, nor any of their immediate family
(i.e., as a spouse, son, daughter, parent, brother or sister) is related by blood or marriage to: (i) any
member of the City Commission; (ii) any city employee; or (iii) any member of any board or agency
of the City other than as follows: _____________________________(use a separate sheet to supply
additional information that will not fit on this line but make reference to the additional sheet which
must be signed under oath). [while the ethics code still applies, if the person executing this form is
doing so on behalf of a firm whose stock is publicly traded, the statement in this section (7) shall be
based solely on the signatory’s personal knowledge and he/she is not required to make an
independent investigation as to the relationship by blood or marriage of employees, officers, or
directors of the Firm, or of any of their immediate family to any appointed or elected officials of the
City, or to their immediate family members].
(8)No Other Firm, nor any officers or directors of that Other Firm or anyone who has a financial
interest greater than 5% in that Other Firm, nor any member of those persons’ immediate family
(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 represent 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:
_______________________________________________
________________________________(use a separate sheet to supply additional information that
will not fit on this line but make reference to the additional sheet which must be signed under oath).
[while the ethics code still applies, if the person executing this form is doing so on behalf of a firm
whose stock is publicly traded, the statement in this section (8) shall be based solely on the
signatory’s personal knowledge and he/she is not required to make an independent investigation
into the Other Firm, or the Firm he/she represents, as to their officers, directors or anyone having a
financial interest in those Firms or any of their any member of those persons’ immediate family].
(9)I and the Firm agree that we are obligated to supplement this Verification Form and inform the City
of any change in circumstances that would change our answers to this document. Specifically, after
the opening of any responses to a solicitation, I and the Firm have an obligation to supplement this
Verification Form with the name of all Related Parties who have also responded to the same
solicitation and to disclose the relationship of those parties to me and the Firm.
(10)A violation of the City’s Ethics Code, the giving of any false information or the failure to supplement this Verification Form, may subject me or the Firm to immediate termination of any
agreement with the City, and the imposition of the maximum fine and/or any penalties allowed
by law. Additionally, violations may be considered by and subject to action by the Miami-Dade
County Commission on Ethics.
Under penalty of perjury, I declare that I have made a diligent effort to investigate the matters to which I
am attesting hereinabove and that the statements made hereinabove are true and correct to the best of my
knowledge, information and belief.
Signature: ___________________________
Print Name & Title: ______________________________
Date: ________________________
ATTACHED:
Sec. 8A-1 - Conflict of interest and code of ethics ordinance.
Margaret Wilesmith, President
5/07/2013
N/A
N/A
N/A
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CITY OF SOUTH MIAMI
CITY BRANDING DESIGN & SERVICES
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EXCEPTION TO THE REQUEST FOR QUALIFICATIONS
NOTE: Please note any exceptions to the provisions of the RFQ. (Additional sheets may be attached.) However,
all alterations or omissions of required information or any change in proposal requirements are done at
the risk of the Proposer presenting the proposal and may result in the rejection thereof. The City
reserves the right to require strict compliance with the terms of the RFP and to reject any exceptions or
alternative proposals.
N/A
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CITY OF SOUTH MIAMI
CITY BRANDING DESIGN & SERVICES
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ADDENDUM ACKNOWLEDGEMENT FORM
Addendum # Date Received
_______________________________ ________________________________
_______________________________ ________________________________
_______________________________ ________________________________
_______________________________ ________________________________
_______________________________ ________________________________
_______________________________ ________________________________
_______________________________ ________________________________
_______________________________ ________________________________
_______________________________ ________________________________
_______________________________ ________________________________
__________________________________ ___________________________________
__________________________________ ___________________________________
__________________________________ ___________________________________
Proposer: __________________________________________
(Company Name)
__________________________________________
(Signature)
___________________________________________
(Printed Name & Title)
Margaret Wilesmith, President
Wilesmith Advertising | Design
4/30/2013
5/01/2013
5/02/2013
ADDENDUM No. #1
ADDENDUM No. #2
ADDENDUM No. #3
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CITY OF SOUTH MIAMI
CITY BRANDING DESIGN & SERVICES
RFQ #PW-Q2013-01
ANTI-KICKBACK AFFIDAVIT
STATE OF FLORIDA }
} SS:
COUNTY OF MIAMI-DADE }
I, the undersigned, hereby duly sworn, depose and say that no portion of the sum herein bid will
be paid to any employees of the City of South Miami, its elected officials, and
______________________________ or its design consultants, as a commission, kickback, reward or gift,
directly or indirectly by me or any member of my firm or by an officer of the corporation.
By:____________________________
Title:___________________________
Sworn and subscribed before this
_____ day of______________, 2013
__________________________________________
Notary Public, State of Florida
__________________________________________
(Printed Name)
My commission expires: _______________________
END OF SECTION
Margaret Wilesmith
President
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CITY OF SOUTH MIAMI
CITY BRANDING DESIGN & SERVICES
RFQ #PW-Q2013-01
AGREEMENT
THIS AGREEMENT is made this day of ,2013 by and between the City of South Miami , Florida
(the “City ”) and (the “Contractor”).
The parties, for the consideration provided for below, mutually agree as follows:
1.SCOPE OF WORK The Contractor shall furnish all labor, materials, supervision, equipment, supplies, and
incidentals required to perform the scope of work as outlined in the RFQ Detailed Requirements Section
III or modified by addendums. Designs, Drawings, Detailed Specifications, Plans and Branding Strategies
developed by the “Contractor” for the City; including colors, materials, etc., shall become the property of
the City and shall be provided to the City upon request.
2. COMPENSATION/PAYMENT
2.1 Contractor shall provide the City with an invoice on a monthly basis within ten (10) days of the
end of each month stating the services provided in the preceding month.
2.2 The City shall make payment on said invoices of approved amounts due, as required under the
Florida Prompt Payment Act. No payments shall be due or payable for Work not performed or
materials not furnished. If there is a dispute with regard to an invoice, the City may withhold
payment until all requested supporting materials are received from Contractor and the dispute is
resolved.
2.3 Contractor shall be compensated at the unit prices specified in the Bid Proposal, attached hereto
as Exhibit “B”, based upon the actual Work completed for the month. The total compensation
under this Agreement shall not exceed (the “Agreement Sum”).
3.TERM This Agreement shall be effective upon execution by both parties and shall continue for a term of
One (1) Year. At its sole discretion, the City may extend the Term of the contract in the event the
contract has provided just cause for an extension. This extension may be exercised at the sole discretion
of the City Manager. Such extension shall be effective upon receipt of a written notice from the City
Manager to the Contractor received no later than 30 days prior to the date of termination.
4.PROTECTION OF PROPERTY AND THE PUBLIC The Contractor shall continuously maintain adequate
protection of all his Work from damage and shall protect public and private property from injury or loss
arising in connection with this Agreement as follows:
5.1 The Contractor shall take all necessary precautions for the safety of employees in the
performance of the Work on, about or adjacent to the work sites, and shall comply with all
applicable provisions of Federal, State, and local laws, including, but not limited to the
Wilesmith Advertising | Design
$ 20,000
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requirements of the Occupational Safety and Health Act of 1970, and amendments thereto, and
building codes to prevent accidents or injury to persons on, about or adjacent to the work site
where the Work is being performed.
6. INDEMNIFICATION
6.1 The parties agree that 1% of the total compensation paid to the Contractor for the performance
of this agreement shall represent the specific consideration for the Contractor’s indemnification
of the City as set forth in this Section 1.5 and in the Terms and Conditions.
6.2 To the fullest extent permitted by Laws and Regulations, Contractor shall indemnify and hold
harmless the City and their consultants, agents and employees from and against any and all
claims, damages, losses and expenses, direct, indirect or consequential (including but not limited
to fees and charges of attorneys and other professionals and court costs) arising out of or
resulting from the performance of the work, provided that any such claim, damage, loss or
expense (a) is attributable to bodily injury, sickness, disease or death, or to injury to or
destruction of tangible property (other than the work itself) including the loss of use resulting
there from and (b) is caused in whole or in part by any willful and wanton or negligent or gross
negligent acts or omission of Contractor, any subcontractor, any person or organization
directly or indirectly employed by any of them to perform or furnish any of the work or anyone
for whose acts any of them may be liable, regardless of whether or not it is caused in part by
a party indemnified hereunder or arises by or is imposed by Law and Regulations regardless of
the negligence of any such party.
7.AGREEMENT DOCUMENTS The following documents shall, by this reference, be considered part of this
Contract:
Instructions to Proposers;
All Addendums;
Contract Agreement;
Proposal;
Detailed Specifications;
Qualification Statement;
Public Entity Crime Form;
Affidavits and Forms;
Insurance Certificates
8.INSURANCE The Contractor shall secure and maintain throughout the duration of this Agreement,
insurance of such type and in such amounts necessary to protect its interest and the interest of the City
against hazards or risks of loss as specified below. The underwriter of such insurance shall be qualified to
do business in Florida, be rated AB or better, and have agents upon whom service of process may be
made in the State of Florida. The insurance coverage shall be primary insurance with respect to the City,
its officials, employees, agents and volunteers. Any insurance maintained by the City shall be in excess of
the Contractor’s insurance and shall not contribute to the Contractor’s insurance. The insurance
coverages shall include a minimum of:
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8.1 Worker’s Compensation and Employer’s Liability Insurance. Coverage to apply for all employees
for statutory limits as required by applicable State and Federal laws. The policy (ies) must include
Employer’s Liability with minimum limits of $500,000.00 each accident.
8.2 Comprehensive Automobile and Vehicle Liability Insurance This insurance shall be written in
comprehensive form and shall protect the Contractor and the City against claims for injuries to
members of the public and/or damages to property of others arising from the Contractor’s use of
motor vehicles or any other equipment and shall cover operation with respect to onsite and
offsite operations and insurance coverage shall extend to any motor vehicles or other equipment
irrespective of whether the same is owned, non-owned, or hired. The limit of liability shall not be
less than $1,000,000.00 per occurrence, combined single limit for Bodily Injury Liability and
Property Damage Liability. Coverage must be afforded on a form no more restrictive that the
latest edition of the Business Automobile Liability Policy, without restrictive endorsement, as filed
by the Insurance Services Office.
8.3 Commercial General Liability This insurance shall be written in comprehensive form and shall
protect the Contractor and the City against claims arising from injuries to members of the public
or damage to property of others arising out of any act or omission to act of the Contractor or any
of its agents, employees, or subcontractors. The limit of liability shall not be less than
$1,000,000.00 per occurrence, combined single limit for Bodily Injury Liability and Property
Damage Liability. Coverage must be afforded on a form no more restrictive than the latest edition
of the Commercial General Liability Policy, without restrictive endorsements, as filed by the
Insurance Services Office, and must include: (1) Premises and/or Operations; (2) Independent
contractors and Products and/or completed Operations; (3) Broad Form Property Damage,
Personal Injury and a Contractual Liability Endorsement, including any hold harmless and/or
indemnification agreement.
8.4 Certificate of Insurance Contractor shall provide the City Manager with Certificates of Insurance
for all required policies. The Certificates of Insurance shall not only name the types of policy(ies)
provided, but also shall refer specifically to this Agreement and shall state that such insurance is
as required by this Agreement. The City reserves the right to require the Contractor to provide a
certified copy of such policies, upon written request by the City. If a policy is due to expire prior
to the completion of the services, renewal Certificates of Insurance or policies shall be furnished
thirty (30) calendar days prior to the date of their policy expiration. Each policy certificate shall be
endorsed with a provision that not less than thirty (30) calendar days’ written notice shall be
provided to the City before any policy or coverage is cancelled or restricted. Acceptance of the
Certificate(s) is subject to approval of the City Manager.
8.5 Additional Insured The City is to be specifically included as an Additional Insured for the liability
of the City resulting from operations performed by or on behalf of Contractor in performance of
this Agreement. Contractor’s insurance, including that applicable to the City as an Additional
Insured, shall apply on a primary basis and any other insurance maintained by the City shall be in
excess of and shall not contribute to Contractor’s insurance. Contractor’s insurance shall contain
a severability of interest provision providing that, except with respect to the total limits of
liability, the insurance shall apply to each Insured or Additional Insured in the same manner as if
separate policies had been issued to each. All deductibles or self-insured retentions must be
declared to and be approved by the City Manager. The Contractor shall be responsible for the
payment of any deductible or self-insured retention in the event of any claim.
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9 ASSIGNMENT AND AMENDMENT No assignment by the Contractor of this Agreement or any part of it,
or any monies due or to become due, shall be made, nor shall the Contractor hire a subcontractor to
perform its duties under this Agreement without prior written approval of the City . This Agreement may
only be amended, by the parties, with the same formalities as this Agreement.
10.TERMINATION
10.1 Either party may terminate this Agreement without cause upon 30 days written notice to the
other party.
10.2 Upon notice of such termination, the City shall determine the amounts due to the Contractor for
services performed up to the date of termination. The Contractor shall not be entitled to
payment of any lost profits or for Work performed after the date of termination.
10.3 After receipt of a notice of termination, and except as otherwise directed, the Contractor shall
stop all Work under this Agreement, and shall do so on the date specified in the notice of
termination.
10.4 The City may terminate this Agreement upon five (5) days written notice if the Contractor defaults
on any material term of this Agreement.
11.GOVERNING LAW The law of the State of Florida shall govern the contract between the City of South
Miami and the successful proposer and any action shall be brought in Miami-Dade County, Florida. In the
event of litigation to settle issues arising hereunder, the prevailing party in such litigation shall be entitled
to recover against the other party its costs and expenses, including reasonable attorney fees, which shall
include any fees and costs attributable to appellate proceedings arising on and of such litigation.
12.ACCESS TO PUBLIC RECORDS The Contractor shall comply with the applicable provisions of Chapter 119,
Florida Statutes. The City shall have the right to immediately terminate this Agreement for the refusal by
the Contractor to comply with Chapter 119, Florida Statutes. The Contractor shall retain all records
associated with this Agreement for a period of three (3) years from the date of Termination.
13.INSPECTION AND AUDIT During the term of this Agreement and for three (3) years from the date of
termination the Contractor shall allow City representatives access, during reasonable business hours, to
Contractor’s and, if applicable, subcontractor’s records related to this Agreement for the purposes of
inspection or audit of such records. If upon audit of such records, the City determines the Contractor was
paid for services not performed, upon receipt of written demand by the City, the Contractor shall remit
such payments to the City.
14.SEVERABILITY If a term, provision, covenant, contract or condition of this contract is held to be void,
invalid, or unenforceable, the same shall not affect any other portion of this Agreement and the
remainder shall be effective as though every term, provision, covenant, contract or condition had not
been contained herein.
15.WAIVER OF JURY TRIAL The parties irrevocably, knowingly agree to waive their rights to a trial by jury in
any action to enforce the terms or conditions of this Agreement.
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16.COUNTERPARTS This Agreement may be signed in one or more counterparts, each of which when
executed shall be deemed an original and together shall constitute one and the same instrument.
17.INDEPENDENT CONTRACTOR It is expressly agreed and understood that the Contractor shall be in all
respects an independent contractor as to Work, and that Contractor is in no respect an agent, servant or
employee of the City . Accordingly, Contractor shall not attain, nor be entitled to, any rights or benefits of
the City, nor any rights generally afforded classified or unclassified employees. Contractor further
understands that Florida Worker’s Compensation benefits available to employees of the City are not
available to Contractor, and agrees to provide worker’s compensation insurance for any employee or
agent of Contractor rendering services to the City under this Agreement.
All employees and subcontractors of the Contractor shall be considered to be, at all times, the sole
employees or contractors of Contractor, under its sole discretion and not an employee, contractor or
agent of the City .
18.ACCIDENT PREVENTION AND REGULATIONS Precautions shall be exercised at all times for the protection
of persons and property. The Contractor and subcontractors shall conform to all OSHA, Federal, State,
County and City regulations while performing under the terms and conditions of this Agreement. Any
fines levied by the above-mentioned authorities, because of inadequacies to comply with these
requirements, shall be borne solely by Contractor responsible for same.
19.BACKGROUND CHECKS The Contractor will be responsible for maintaining current background checks on
all employees and subcontractor employees involved in the performance of this Work. Background
checks must be performed prior to the performance of any Work by the employee under this Agreement.
Written verification of any background checks must be provided to the City at the request of the City
Manager.
20.LAWS, RULES & REGULATIONS Contractor shall be held responsible for any violation of laws, rules,
regulations or ordinances affecting in any way the conduct of all persons engaged in or the materials or
methods used by him, on the Work. Contractor shall give all notices and comply with all laws, ordinances,
rules, regulations and orders of any public authority bearing on the performance of the Work under this
Agreement. Contractor shall secure all permits, fees, licenses, and inspections necessary for the execution
of the Work, and upon termination of this Agreement for any reason, Contractor shall transfer such
permits, if any, and if allowed by law, to the City .
21.POLICY OF NON-DISCRIMINATION The Contractor shall comply with all federal, state and local laws and
ordinances applicable to the work or payment for work and shall not discriminate on the grounds of race,
color, religion, sex, age, marital status, national origin, physical or mental disability in the performance of
work under this Agreement.
22.NON-WAIVER The approval, and/or acceptance of any part of the Work by the City shall not operate as a
waiver by City of any other terms and conditions of the Agreement.
23.NOTICES Whenever any party is required to give or deliver any notice to any other party, or desires to do
so, such notices shall be sent via certified mail or hand delivery to:
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City : Contractor:
CITY OF SOUTH MIAMI
6130 Sunset Drive
South Miami, FL 33189 Attention: Maria M. Menendez, City Clerk
IN WITNESS WHEREOF the parties hereto have executed this agreement on the day and date first above written.
Attest:
CITY OF SOUTH MIAMI
By: By:
Maria M. Menendez, City Clerk Steven Alexander – City Manager
By: City Resolution # ____________________
City Attorney
Signed, sealed and witnessed in the CONTRACTOR: _________________________
presence of:
By: By:
(*) In the event that the Contractor is a corporation, there shall be attached to each counterpart a certified copy
of a resolution of the board of the corporation, authorizing the officer who signs the contract to do so in its
behalf.
END OF DOCUMENT
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3.4 acknowLedgment of agreement terms