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Res No 049-24-16154
RESOLUTION NO. 049-24-16154 A RESOLUTION OF THE MAYOR AND CITY COMMISSION OF THE CITY OF SOUTH MIAMI, FLORIDA, SELECTING RESPONDENTS PURSUANT TO REQUEST FOR QUALIFICATIONS (RFQ) NO. CSM2024-01 FOR THE SOUTH MIAMI CITY HALL REDEVELOPMENT PROJECT; PROVIDING FOR AUTHORIZATION; CORRECTIONS; IMPLEMENTATION; AND AN EFFECTIVE DATE. WHEREAS, the City of South Miami (the "City") issued Request for Qualifications No. CSM2024-01 ("RFQ") for the purpose of identifying responsible and qualified proposers for consideration of proposals for redevelopment of the City Hall property under a Request for Proposals ("RFP") to be developed; and WHEREAS, five sealed responses were received by the RFQ deadline of March 25, 2024; and WHEREAS, on March 29, 2024, an Evaluation Committee appointed by the City Manager reviewed, scored, and ranked the respondents pursuant to the evaluation criteria set forth in the RFQ; and WHEREAS, pursuant to Section 1.9.4 of the RFQ, the City Manager recommends that the City Commission select all five respondents to the RFQ as eligible to submit proposals under the RFP; and WHEREAS, after reviewing the City Manager,s recommendation, the Committee's ranking, and all aspects of the Respondents' responses, the City Commission desires to select the following fit·ms as Short Listed Respondents under the RFQ that are eligible to submit proposals under the RFP: • RUDG,LLC • 13d• Floor Investments, LLC • Adler Development, LLC • Integra Solutions, LLC • Sonnenblick Development (NOTE: the response was originally submitted with the prime respondent listed as Saltz Michelson. Saltz Michelson subsequently provided written notification to the City of a "clerical e1TOr" and identified Sonnenblick Development as the prime respondent) ( collectively, the "Selected Respondents"); and WHEREAS, the City Commission finds that this Resolution is in the best interest and welfare of the residents of the City. NOW, THEREFORE, BE IT RESOLVED BY THE MAYOR AND CITY Res. No. 049-24-16154 COMMISSION OF THE CITY OF SOUTH MIAMI, FLORIDA, AS FOLLOWS: Section 1. Recitals. That each of the above-stated recitals are hereby adopted, confirmed, and incoq)orated herein. Section 2. Selection. Pursuant to Section 1.9.4, the City Commission selects the Selected Respondents as qualified and responsible Short Listed Respondents under the RFQ that are eligible to submit proposals under the RFP. Section 3. Authorization. The Selected Respondents are hereby authorized to receive the RFP and submit proposals in response subject to the provisions to be set forth in the RFP. Section 4. Corrections. Conforming lan1:,ruage or technical scrivener-type corrections may be made by the City Attorney for any conforming amendments to be incorporated into the final resolution for signature. Section 5. Implementation. That the City Manager is authorized to take any and all actions necessary to implement the Project, the Contract, and the purposes of this Resolution. Section 6. Effective Date. Thal this Resolution shall be effective immediately upon adoption. PASSED AND ADOPTED this l6'1t day of April, 2024. ATTEST: READ AND APPROVED AS TO FORM, LANGUAGE, LEGALlTY AND EXECUTION THEREOF ~~NCOLE & BIERMAN, P.L. CITY ATTORNEY APPROVED: COMMISSION VOTE: Mayor Fernandez: Vice Mayor Bonich: Commissioner Calle: Commissioner Liebman: Commissioner Corey: Page 2 of2 5-0 Yea Yea Yea Yea Yea Agenda Item No:7. City Commission Agenda Item Report Meeting Date: April 16, 2024 Submitted by: Daniela Cimo Submitting Department: City Attorney Item Type: Resolution Agenda Section: Subject: A RESOLUTION OF THE MAYOR AND CITY COMMISSION OF THE CITY OF SOUTH MIAMI, FLORIDA, SELECTING RESPONDENTS PURSUANT TO REQUEST FOR QUALIFICATIONS (RFQ) NO. CSM2024-01 FOR THE SOUTH MIAMI CITY HALL REDEVELOPMENT PROJECT; PROVIDING FOR AUTHORIZATION; CORRECTIONS; IMPLEMENTATION; AND AN EFFECTIVE DATE. 3/5 (CITY MANAGER) Suggested Action: Attachments: CM Memo City Hall Site Redevelopment Project 4.8.26.docx 48L209302-Resolution Selecting Qualified Proposers Under RFQ.DOCX FINAL City Hall Site Redevelopment 2.9.2024.pdf Proposal Received Report City Hall Redevelopment Project 3.25.24.pdf Final Score Sheets RFQ CSM2024-01 3.29.24.pdf Sun Biz Registrations RFQ CSM2024-01 3.28.24.pdf 13th Floor Bidding Document.PDF Adler Development Bidding Document.PDF Integra Bidding Document.PDF RUDG LLC Bidding Document.PDF Saltz Michelson Arch. Bidding Document.PDF 1 CITY OF SOUTH MIAMI OFFICE OF THE CITY MANAGER INTER-OFFICE MEMORANDUM TO:The Honorable Mayor, Vice Mayor, and Members of the City Commission FROM:Genaro “Chip” Iglesias,City Manager DATE:April 16, 2024 SUBJECT:Selection and Recommendation of the City Hall Redevelopment Respondents RECOMMENDATION:Recommending all five (5) respondents who responded to the City’s Request for Qualifications for the City Hall Redevelopment project for the City Commission consideration and direction. BACKGROUND: The City Hall Redevelopment Request for Qualifications (RFQ)closed on March 25, 2024; five (5) proposals were received and are summarized below: 1.13th Floor Investments, LLC 2.Adler Development, LLC 3.Integra Solutions, LLC 4.RUDG, LLC 5.Saltz Michelson Architects, Inc. In accordance with Section 1.8 “Evaluation Criteria” and Section 1.9 “Selection Process” in the RFQ, a Selection Committee comprised of Samantha Fraga-Lopez-Deputy City Manager, Alfredo Riverol –Chief Financial Officer, and Quentin Pough –Parks and Recreation Director met on March 29, 2024 to review, score and rank the respondents.The Evaluation Committee’s Score Sheets are attached for your review with the order of preference and rankings summarized below: SELECTION COMMITTEE SCORING & RANK RESPONDENT A. RIVEROL S. FRAGA- LOPEZ Q. POUGH TOTAL RANK RUDG (RELATED)100 99 100 299 1 13TH FLOOR INVESTMENTS 100 98 95 293 2 ADLER DEVELOPMENT 96 84 100 280 3 INTEGRA SOLUTIONS 95 76 90 261 4 SALTZ MICHELSON 88 77 95 260 5 2 CITY OF SOUTH MIAMI OFFICE OF THE CITY MANAGER INTER-OFFICE MEMORANDUM The Selection Committee, based on its scores and rankings, has provided its written recommendations to the City Manager for the next phase in the Selection Process; Section 1.9.4 Phase IV. “Short-Listing of the Top Ranked Respondents.” Under this section, the City Manager shall, at his or her option: 1) Evaluate the Committee results and select a short list of at least three (3) Respondents (the “Short-Listed Respondents”) that are responsible and qualified to perform the required services; or 2) Present a list of responsible and qualified Respondents as a recommendation to the City Commission together with the Committee’s rankings for final determination of which Respondents, if any, should be deemed Short-Listed Respondents. In such event, the City Commission may select the Short-Listed Respondents, if any, that it determines are the most qualified, taking into consideration the City Manager’s recommendation, the Committee’s rankings, and all aspects of the Respondent’s Response. Therefore, all five (5) respondents are considered “Short-Listed Respondents” and are provided for the City Commissions consideration and direction to receive the Request for Proposals (RFP) for the City Hall site. The RFP will include detailed instructions requesting each Respondents approach, schedule, design concept and proposed compensation structure for the City Halll site. The five (5) proposals are included in the Attachments for your review. FUNDING:$0 cost to the City ATTACHMENTS:Resolution Request for Proposal RFQ #CSM2024-01 Proposal Received Report Proposals: RUDG; 13th Floor; Adler Development; Integra Solutions; Saltz Michelson Architects Selection Committee’s Final Score and Ranking Sun Biz Registrations 3 CITY OF SOUTH MIAMI REQUEST FOR QUALIFICATIONS (RFQ) No. CSM2024-01 SOUTH MIAMI CITY HALL REDEVELOPMENT PROJECT City of South Miami Commission Mayor Javier Fernández Commissioner Lisa Bonich Commissioner Steve Calle Commissioner Josh Liebman Commissioner Brian Corey City of South Miami City Hall 6130 Sunset Drive South Miami, Florida 33143 ISSUE DATE: February 9, 2024 SUBMITTAL DUE DATE: March 25, 2024 SUBMITTAL DUE TIME: 10:00 AM BID OPENING DATE: March 25, 2024 BID OPENING TIME: 10:30 AM 1 of 53 6 PUBLIC NOTICE REQUEST FOR QUALIFICATIONS RFQ No. CSM2024-01 SOUTH MIAMI CITY HALL REDEVELOPMENT PROJECT NOTICE IS HEREBY GIVEN that the City of South Miami (“City”) is soliciting responses for the SOUTH MIAMI CITY HALL CITY REDEVELOPMENT PROJECT. Interested companies, firms, and individuals (“Respondents”) may obtain a copy of Request for Qualifications RFQ No. CSM2024-01 (the “RFQ”) to be issued on February 9, 2024, at City Hall (6130 Sunset Drive, South Miami, Florida), from the City’s website at www.southmiamifl.gov, or from DemandStar at https://network.demandstar.com/. The RFQ contains detailed information about the scope of services, submission requirements, and selection procedures. The Successful Respondents shall be provided with an opportunity to compete as part of a Phase II Request for Proposals competitive procurement process. All notices and any addenda issued by the City with respect to the RFQ will be made available on the City’s website. It is the Respondent’s sole responsibility to ensure receipt of any issued notice or addenda relating to this RFQ once posted to the website. The response submission shall be submitted electronically via DemandStar and marked “Response to City of South Miami, RFQ No. CSM2024-01 for the “SOUTH MIAMI CITY HALL REDEVELOPMENT PROJECT.” The City will only accept response submissions electronically through the DemandStar Electronic Bid System (E-Bidding). To register as a business, go to https://network.demandstar.com/ Responses must be received by the City by no later than March 25, 2024 at 10:00 a.m. EST. Any response submission received after this time and date will be rejected and returned unopened. Respondents are responsible for ensuring that their response is received in the City by the deadline. Responses will be publicly opened through video conferencing using the Zoom platform on March 25, 2024 at 10:30 AM, local time. Members of the public are invited to view the response opening meeting through Zoom at https://zoom.us/j/3056636339 or by listening to the response opening meeting on a dedicated phone line by dialing +1-786-635-1003 Meeting ID: 3056636339. The City hereby provides notice to all Respondents of the imposition of a Cone of Silence for this solicitation, as set forth in Section 8A-7 of the City Code. “Cone of Silence,” as used herein, means a prohibition on communication regarding a competitive solicitation such as a request for proposal, request for qualification, request for information or request/invitation for bid b etween a potential vendor, service provider, proposer or Respondent, or agent, representative, lobbyist or consultant for the potential Respondent; and (i) members of the City commission; (ii) the City's professional staff; or (iii) any member of the City's selection, evaluation or negotiation committee. Please contact the City Clerk and/or City Attorney with any questions on the Cone of Silence. Date Issued: February 9, 2024 2 of 53 7 TABLE OF CONTENTS Section Page Section 1: Information for Respondents 4 Section 2: Terms and Conditions 15 Section 3. Scope of Services 20 Section 4: Response Form Package and Attachments 27 3 of 53 8 SECTION 1. INFORMATION FOR RESPONDENTS 1.1. INTRODUCTION/GENERAL BACKGROUND. The City of South Miami, Florida (the “City”) is soliciting responses (“Responses”) from qualified firms (“Respondents”) capable of successfully redeveloping and operating a profitable, large-scale, multi- component and mixed-use development featuring a new municipal complex (the “Services” or “Work”) at 6130 Sunset Drive for the SOUTH MIAMI CITY HALL REDEVELOPMENT PROJECT (the “Project”), all as set forth in greater detail under Section 3 of this RFQ. 1.2. SCHEDULE OF EVENTS. The following schedule is anticipated for this RFQ process, but is subject to change by the City, in its sole discretion, at any time during the RFQ procurement process. No. Event Date* Time* (EST) 1 Advertisement/Distribution of RFQ February 9, 2024 2:00 PM 2 Non-Mandatory Pre-Proposal Conference Located at City of South Miami Commission Chambers, 6130 Sunset Drive, South Miami, Fl 33143 Note: The Conference will be recorded, and a copy of the recording will be available upon request. February 28. 2024 10:00 AM 3 Deadline to Submit Questions / Requests for Clarification March 7, 2024 10:00 AM 3 City Issues Addenda and Responds to Questions March 15, 2024 10:00 AM 4 Deadline to Submit Responses – Submission Deadline March 25, 2024 10:00 AM 5 E-BID OPENING VIA VIDEO CONFERENCING VIA THE ZOOM PLATFORM at https://zoom.us/j/3056636339 ,or listen to the meeting on a dedicated phone line by dialing +1-786-635-1003 Meeting ID: 3056636339. March 25, 2024 10:30 AM 6 City Procurement Division Review of Response Submission Responsiveness April 1, 2024 10:00 AM 7 Evaluation Committee Review April 9, 2024 10:00 AM 8 Oral Presentations Before Evaluation Committee (if requested) April 17, 2024 10:00 AM 4 of 53 9 9 Recommendation from Evaluation Committee to City Manager April 24, 2024 10:00 AM 10 Confirmation of Top-Ranked Respondents by City Commission (if requested by City Manager) May 7, 2024 7:00 PM 11 City Issuance of Request for Proposal (RFP) to Short-Listed Respondents May 24, 2024* 10:00 AM 13 RFP Submission Deadline August 9, 2024* 10:00 AM 14 Evaluation of RFP Submissions September 25, 2024 10:00 AM 15 Award of Development Agreement(s) or Contract(s) at City Commission Meeting October 15, 2024* 7:00 PM * Subject to modification in RFP. 1.3. RESPONSE DUE DATE. Sealed Responses must submitted electronically through the DemandStar Electronic Bid System at https://network.demandstar.com/. All sealed responses must be received by 10:00 a.m. E.S.T. on March 25, 2024 (the “Submission Deadline”). Sealed responses will be publicly opened through video conferencing using the Zoom platform. Members of the public are invited to view the response opening meeting through Zoom at https://zoom.us/j/3056636339 or by listening to the response opening meeting on a dedicated phone line by dialing +1-786-635-1003 Meeting ID: 3056636339. 1.4. PRE-SOLICITATION CONFERENCE AND SITE(S) VISIT. A Non-Mandatory Pre-solicitation conference, will be scheduled for this RFQ. Prior to submitting a Response, each Respondent should visit the site and become familiar with the conditions that may, in any manner, affect the Work to be performed by the awarded developer or the equipment, materials and labor required. The Respondent is also required to examine carefully the Scope of Services set forth in Section 3 of this RFQ and be thoroughly informed regarding any requirements or conditions that may in any manner affect the Work to be performed under the Agreement. No allowances will be made because of lack of knowledge of any conditions or requirements. 1.5. ADDENDA, CHANGES, OR REQUESTS FOR INTERPRETATION DURING PROCUREMENT PROCESS. The City will not respond to oral inquiries or questions concerning this RFQ. All written inquiries, requests for interpretation or clarification shall be sent to: Steven P. Kulick City of South Miami Chief Procurement Officer 6130 Sunset Drive City of South Miami, FL 33143 E-Mail: skulick@southmiamifl.gov Facsimile: (305)669-2636 5 of 53 10 Any written inquiry or request for interpretation or clarification must be sent by e-mail or written correspondence and received by the City no later than March 7, 2024 at 10:00 a.m. All such interpretations or clarifications will be made in writing in the form of an Addendum to this RFQ issued by the City to all known and/or registered prospective Respondents. Each prospective Respondent shall acknowledge receipt of such Addenda by including it in the Response Form. All Addenda shall be a part of this RFQ and a part of the Agreement and each Respondent will be bound by such Addenda, whether or not received. It is the responsibility of each prospective Respondent to verify that it has received all Addenda issued before Responses are submitted and opened. 1.6. SUBMISSION OF RESPONSE. Sealed Responses must submitted electronically through the DemandStar Electronic Bid System at https://network.demandstar.com/ by the Submission Deadline and must be marked as “Response to City of South Miami, RFQ No. CMS2024-01 for the “SOUTH MIAMI CITY HALL REDEVELPMENT PROJECT” and addressed to: Steven P. Kulick City of South Miami Chief Procurement Officer 6130 Sunset Drive City of South Miami, FL 33143 E-Mail: skulick@southmiamifl.gov THE RESPONSIBILITY FOR OBTAINING AND SUBMITTING A RESPONSE TO THE CITY ON OR BEFORE THE SUBMISSION DEADLINE IS SOLELY AND STRICTLY THE RESPONSIBILITY OF THE RESPONDENT. THE CITY IS NOT RESPONSIBLE FOR ANY DELAYS THAT MAY OCCUR DURING THE SUBMISSION OF RESPONSES. ANY RESPONSE RECEIVED AFTER THE SUBMISSION DEADLINE STATED IN THIS RFQ WILL NOT BE OPENED AND WILL NOT BE CONSIDERED. FACSIMILE AND EMAILED RESPONSES SHALL NOT BE CONSIDERED. The Response must be signed by an authorized officer of the Respondent who is legally authorized to bind the Respondent and enter into a contractual relationship in the name of the Respondent. The submittal of a Response by a Respondent will be considered by the City as constituting an offer by the Respondent to perform the required Work upon terms, requirements, and conditions contained herein. The City will only receive submittals electronically through the DemandStar Electronic Bid System (E-Bidding). To register as a business, go to https://network.demandstar.com/ Responses will be publicly opened through video conferencing using the Zoom platform on March 25, 2024 at 10:30 AM, local time. Members of the public are invited to view the response opening meeting through Zoom at https://zoom.us/j/3056636339 or by listening to the response opening meeting on a dedicated phone line by dialing +1-786-635-1003 Meeting ID: 3056636339. Responses shall be typed or printed in ink. All blanks on the Response form(s) must be completed. Names must be typed or printed below the signature. Responses submitted by hand-delivery, facsimile and/or email will not be accepted. Only one (1) Response from any individual, firm, partnership, or corporation, under the same or different names, will be considered. If the City determines that any Respondent has interest in more than one (1) Response for Work contemplated; all Response in which such a Respondent is interested will be rejected. Respondent by submitting this Response certifies that this Response is made without previous 6 of 53 11 understanding, contract, or connection with any person, firm or corporation making a Response for the same material, supplies, equipment or services and is in all respects, fair and without collusion of fraud. 1.7. RESPONSE REQUIREMENTS AND FORMAT. Each Respondent must present its products, services, and applicable features in a clear and concise manner that demonstrates the Respondent’s capabilities to satisfy the requirements of this RFQ. Emphasis should be on accuracy, clarity, comprehensiveness and ease of identifying pertinent information, and suitability of the Respondent for the provision of the Services. Responses MUST include the following: 1.7.1. Cover Page. Each Response submitted shall have a cover page with the Respondent’s business name, address, and telephone number; name and all contact information for the individual that will serve as the Project Manager (PM); the date and subject “Proposal for RFQ No. CSM 2024-01 for a “South Miami City Hall Redevelopment Project.” 1.7.2. Table of Contents. A Table of Contents that outlines in sequential order the major areas of the Response, including enclosures. All pages must be consecutively numbered and correspond to the Table of Contents and shall be in the order required by this RFQ. 1.7.3. Letter of Intent. A Letter of Intent shall be provided that briefly introduces the Respondent, the Respondent’s commitment to the City; an understanding of the Services to be performed, local conditions, and the City’s goals and objectives; the Respondent’s approach and philosophy in implementing the Services; and such other aspects of the Response. The Letter of Intent must be single-spaced, 12-point font, and shall not exceed three (3) pages in length. 1.7.4. Response Form Package. Respondent shall provide complete and accurate copies, with all required signatures and notarizations, for all the forms in the Response Package: Form 1. Response Form Package Acknowledgement. Form 2A. Respondent’s Certification (if Company or Corporation) Form 2B. Respondent’s Certification (if Partnership) Form 3. Single Execution Affidavits Form 4. Dispute Disclosure Form 5. Certification Regarding Debarment, Suspension, & Other Responsibility Matters Primary Covered Transactions Form 6. Respondent’s Qualifications Survey Form 7. Key Staff and Proposed Subcontractors Form 8. Reference List 1.7.5. Respondent's Qualifications. Respondents must complete and submit Form 2, Respondent’s Certification, and Form 6, Respondent’s Qualifications Survey. Additionally, Respondent must submit: 1.7.5.1. A copy of the entity’s State Corporate Certificate or other proof from the Florida, Division of Corporations that Respondent is authorized to do business in Florida. 1.7.5.2. Proof that Respondent, one or more of its principals, or entities directly controlled by those principals have been in continuous operation for five (5) years. 1.7.5.3. Narrative describing Respondent team’s experience with projects of similar scope, and application to the current proposal, including the methodology for site evaluation, market evaluation, conceptualizing development, design, construction, and occupancy. 7 of 53 12 1.7.5.4. Narrative describing Respondent team’s experience with financing projects of similar scope to the subject project, including relationships with lenders, equity partners, etc. 1.7.5.5. Copies of Respondent’s professional, occupational, and business licenses, and certifications, as well as those professional, occupational, and business licenses and certifications possessed by supporting firms, contractors, or subcontractors. 1.7.5.6. Specialized Experience. Describe and document knowledge and experience in the following areas: 1.7.5.6.1. Construction of Mixed-Use Vertical Developments, 1.7.5.6.2. Development of Government Facilities, 1.7.5.6.3. Florida Building Code, 1.7.5.6.4. Sustainable and resilient design, including green building certification systems, 1.7.5.6.5. Development of Mixed-Income Communities, 1.7.5.6.6. Development within the context of Public-Private Partnerships, 1.7.5.6.7. Development of Transit-Oriented Developments (TODs), 1.7.5.6.8. Financing of Mixed-Use Projects on long-term Ground Leases, 1.7.5.6.9. Adaptable garage facilities and parking management technology, and 1.7.5.6.10. Stakeholder and public engagement. 1.7.5.7. Describe in narrative form and provide documentation regarding any major successes that the Respondent or a member of its team may have achieved or accolades received in the completion of similar projects or developments. 1.7.6. Proof of Experience. Provide documentation evidencing the experience of the Respondent and demonstrating that the Respondent has successfully provided Work similar to those specified herein to other firms and/or agencies of similar size and needs as the City. Specifically, Respondent must submit: 1.7.6.1. Proof that the Respondent, one or more of its principals, or entities directly controlled by those principals have currently engaged in the provision of the Services on a full-time basis and has been in existence providing the Services for a minimum of ten (10) years, with a special preference for experience providing the Work in the State of Florida and especially South Florida. 1.7.6.2. Respondent shall identify a “Principal in Charge” with authority of speaking and making decisions on behalf of the Respondent. The Principal in Charge, or entities directly controlled by the person, must have a minimum of five (5) years’ experience in developing similar projects. 1.7.7. Key Staff Qualifications. The Respondent must include the following information for this requirement: 1.7.7.1. Complete and submit Form 7, Key Staff and Proposed Subcontractors. 1.7.7.2. Organizational Chart showing the reporting structure for all Key Staff, including any key subcontractors. Describe the role that each team member will play in providing the development of the Project and each team members’ qualifications. 1.7.7.3. Include a one-page resume or summary biography for each person or subcontractor listed in Form 7, Key Staff and Proposed Subcontractors. Resumes or summary 8 of 53 13 biographies should include experience with similar projects, specifying the role the individual employee or subcontractor served on the project, including information indicating their relative involvement on the task and relative involvement for each project. 1.7.8. Past Performance. Respondent should demonstrate proof of completion for at least five (5) previously completed or ongoing projects similar to the Project within the past five (5) years, as identified in the list of recent contracts provided under Form 6. Respondent shall also provide: 1.7.8.1. Litigation history relating to any prior or on-going development projects or similar projects. 1.7.8.2. Any formal complaint history within the last five (5) years with respect to Respondent’s development projects. 1.7.9. Project Approach. The Respondent shall provide a narrative describing projects that its principals have completed that are similar in overall project approach, scope, scale, or purpose to the Project. The Respondent may also provide additional narrative detailing the Respondent’s understanding of local conditions and the City’s needs, objectives, and goals , including an intended Project implementation schedule. For clarity, the Respondent is not expected or required to provide visual plans in its response. 1.7.10. Financing. The Respondent shall describe their experience in financing site acquisition, design, construction, and operation/maintenance of projects similar in scope and size to the subject project. Such financing may include lender relationships, potential equity partners, and any other sources of funds that Respondent has had access to in the past and expects to have access to for the subject project. Specifically, the Respondent should include a summary of its relationships with capital and/or financing partners in the last three years, as well as any currently active financing obligation, including but not limited to construction loans that closed in the last 18 months. 1.7.11. Insurance. Respondent shall demonstrate evidence of insurability demonstrating compliance with the requirements set forth under Section 2 of this solicitation. 1.7.12. Special Consideration. Describe any special resources that Respondent or Respondent’s personnel assigned to perform the Services may bring or in-house expertise in technical areas, which will specifically benefit the City. Not to exceed three (3) pages in 12-point font and single-spaced. Excess pages will be removed prior to submission to the Evaluation Committee. 1.8. EVALUATION CRITERIA. Responses will be evaluated according to the following criteria and respective weight: Evaluation Criteria Maximum Points Qualifications/Experience of the Respondent and Team To include years of experience, ability, capacity and skill, accomplishments and reputation, and adequacy of personnel to perform (including ability to timely perform) similar projects, including specifically projects that are specified in Sec. 1.7.5.6 of this RFQ. Resumes or biographies and an organizational chart of the 30 9 of 53 14 proposed team members, including identification of each team member’s area of responsibility, expertise, experience, and the extent of their availability. Past Performance and Client References Experience and background of principals in providing similar development services and past projects, including, but not limited to, familiarity with local, state, and federal regulatory agency procedures and requirements. Preference will be provided to Respondent’s providing proof of past performance for similar governmental projects. 30 Project Approach Respondent’s understanding of the City’s needs, local conditions, goals, and objectives. 20 Financial Stability and Financing Ability Information that demonstrates that the Respondent possesses the financial resources and experience to design, finance, construct, operate and maintain operations of a major multi-component, mixed-use development, including recent. relationships with capital and/or financing sources needed to develop the Project. 20 TOTAL MAXIMUM POINTS 100 points 1.9. SELECTION PROCESS. The City shall evaluate responses received by the submission deadline in accordance with the evaluation procedures outlined below. 1.9.1. Phase I – Staff Level Review for Compliance with Minimum Requirements. A member of City Staff shall review and evaluate the Responses submitted to ensure the minimum requirements of the RFQ have been met. The City Manager or designee may reject those Responses that do not meet the minimum requirements of the RFQ. 1.9.2. Phase II. Evaluation Committee Review. The City Manager will appoint an Evaluation Committee (“Committee”) to review and evaluate the responsive RFQ submissions during a public meeting (the City will provide instructions on how to participate and access the meeting). The Committee shall select in order of preference and rank the firm(s) it deems to be qualified to perform the required services using the evaluation criteria set forth above. The Committee reserves the right to request additional information or seek clarifications as it deems necessary. Failure to comply with any mandatory requirements may disqualify a response. The Committee reserves the right to conduct additional interviews or require presentations prior to finally ranking the Respondents. 1.9.3. Phase III. Oral Presentations (if Required by Committee). The Committee may call Respondents for oral presentations before the Committee regarding their Response, approach to the Services, and ability to furnish the required Services. Respondents, including subcontractors, called for oral presentations shall be present at the assigned time for a 20-minute presentation followed by up to a 10-minute question-and-answer session. The Respondents are encouraged to be represented only by the Project Manager and the key staff identified in the Response. Additional details on the oral presentations may be provided to the short-listed Respondents. 10 of 53 15 If oral presentations are requested by the Committee, the oral presentation will be worth a maximum of 25 additional points and shall be added to the Evaluation Committees Final Scoring for each Respondent. The City will notify the Respondents where the oral presentations, if any, will be conducted and whether the Respondents may appear virtually or must appear in-person. The Committee shall rank the Respondents and provide its written recommendations to the City Manager. Should the Committee’s evaluation process result in a tie in the rankings, the tie will be resolved in favor of the Respondent with the greatest number of years in existence providing the Services. 1.9.4. Phase IV. Short-listing of Top-Ranked Respondents. The City Manager shall, at his or her option: 1) Evaluate the Committee results and select a short list of at least three (3) Respondents (the “Short- Listed Respondents”) that are responsible and qualified to perform the required services; or 2) Present a list of responsible and qualified Respondents as a recommendation to the City Commission together with the Committee’s rankings for final determination of which Respondents, if any, should be deemed Short-Listed Respondents. In such event, the City Commission may select the Short-Listed Respondents, if any, that it determines are the most qualified, taking into consideration the City Manager’s recommendation, the Committee’s rankings, and all aspects of the Respondent’s Response. 1.9.5. Phase V. Request for Proposals. Following short-listing of the top-ranked Respondents, the City shall provide the Short-Listed Respondents with a Request for Proposals (“RFP”) to evaluate each Short-Listed Respondent’s detailed Project approach, Project Schedule, Project Design Concept, and proposed compensation structure, among other potential evaluation factors. The RFP to be developed will provide detailed instructions requesting each Respondent’s approach, schedule, design concept, and proposed compensation structure for development of the Project, among other potential evaluation factors. The City may, at its sole discretion, request additional, less, or different information than is generally outlined herein once the RFP is finalized and provided to the Short-Listed Respondents. 1.9.6. Phase VI. City Commission Selection, Award and Approval of Agreement with Respondent. The City, in its sole discretion, reserves the right to modify the RFP procedures set forth herein for the evaluation, selection and award of an agreement with the Respondents. After review and evaluation of RFP responses, and, as will more specifically set out in the RFP, the City Manager shall, based on his or her review n and the Evaluation Committee’s results and rankings, make a written recommendation to the City Commission for selection of a final Successful Respondent, and a ranking of the remaining Short-Listed Respondents. The City Commission shall, in its sole discretion, evaluate the City Manager’s recommendation, the Evaluation Committee’s results and rankings, and all aspects of the Respondents’ proposals, select and approve the Successful Respondent, issue a final ranking of remaining Short-Listed Respondents, and authorize the award of a development agreement to the Successful Respondent.. The City Manager shall negotiate a development agreement for the Project with the Successful Respondent and bring back such a development agreement to the City Commission for approval.. If the City Manager, in his or her sole discretion, is unable to negotiate a satisfactory 11 of 53 16 development agreement with the Successful Respondent, the City Manager shall return to the City Commission, who may, at its sole discretion, authorize award and negotiation with the next highest-ranked Respondent. The City Commission and the City Manager may proceed in the same manner with additional Respondents if an agreement with the next highest-ranked Respondent cannot be reached, until such time as a satisfactory development agreement has been reached and approved by the City Commission. For clarity, the City Commission shall have the final authority to select a Successful Respondent and award any development agreement. Any award shall be subject to negotiation and execution of a development agreement or contract. A development agreement is not binding until a written agreement or contract, generally based on the form attached hereto as Attachment “A,” has been executed by the City and the Successful Respondent and approved as to form, content, and legal sufficiency by the City Manager and City Attorney. The City, in its discretion, reserves the right to modify the form agreement, and the terms and conditions set forth therein, attached hereto as Exhibit “A.” 1.10. CITY’S RIGHTS; WAIVER OF IRREGULARITIES. The City reserves the right to reject any or all responses which is in any way incomplete or irregular, re- issue the entire solicitation, or enter into any development agreement(s) or contract(s) with more than one Contractor for parts of the Services. The City reserves the right to accept or reject any and/or all Responses or parts of Response, to workshop or negotiate any and all Response, to select and award Respondent(s) for all or any of the Work, waive irregularities in Response, to cancel or discontinue this Request for Qualifications process, and to re-issue a competitive solicitation for the required Work or Services. The City Commission shall make the final determination and award of a contract to the Successful Respondent(s). All materials submitted in response to this Request for Qualifications become the property of the City and will be returned only at the option of the City. The City has the right to use any or all ideas presented in any Response or responses to the RFQ, whether amended or not, and selection or rejection of Response does not affect this right. 1.11. CODE OF ETHICS PROVISIONS. 1.11.1. Cone of Silence. The provisions of City’s Cone of Silence are applicable to this RFQ. The City’s Cone of Silence provisions can be found under Section 8A-7 of the City Code of Ordinances. Questions regarding the Cone of Silence may be sent to: Nkenga “Nikki” Payne, CMC, FCRM City Clerk City of South Miami 6130 Sunset Drive South Miami, Florida 33143 Npayne@southmiamifl.gov The Cone of Silence as used herein means a prohibition of any communication regarding a competitive solicitation such as a request for proposal, request for qualification, request for information or invitation/request for bid, between a potential vendor, service provider, proposer or Respondent (hereinafter referred to as the “Potential Respondent”), or agent, representative, lobbyist or Respondent for the potential Respondent; (hereinafter referred to as the “Respondent's representative”); and 12 of 53 17 (i) Members of the City Commission; or (ii) City's professional staff; or (iii) Any member of the City's selection, evaluation or negotiation committee. The provisions of the Cone of Silence shall not apply to: (i) Communications at a duly noticed pre-bid conferences or at any duly noticed public selection or negotiation committee meeting or duly noticed public City commission meeting at which the City Manager has placed the subject of the solicitation on the agenda; (ii) Communication regarding the solicitation at recorded contract negotiations, recorded oral presentation or recorded oral question and answer session and recorded contract negotiation strategy sessions in compliance with the exemption in F.S. § 286.0113; (iii) Briefings made by the City Manager or his designee to the City Commissioners during a meeting following the completion of the selection or negotiation committee meetings; (iv) Written communication at any time with any City professional staff (not including selection, evaluation or negotiation committee members), unless specifically prohibited by the applicable competitive solicitation documents. This section shall not be constr ued to prevent written communication between City professional staff and any City selection, evaluation or negotiation committee. A copy of any written communication made during the cone of silence shall be contemporaneously filed with the City clerk by the potential Respondent or Respondent's representative. The City clerk shall make copies available to any person upon request; (v) Communication that is strictly limited to matters of those processes or procedures that are contained in the corresponding solicitation document and which communication is between any person and the City's purchasing agent or the City employee who is designated as being responsible for administering the procurement process for such solicitation; (vi) Communications with the City attorney and his or her staff; (vii) Communications during any duly noticed site visits to determine the competency and responsibleness of Respondents regarding a particular bid during the time period between the opening of bids and the time the City Manager makes a written recommendation; (viii) Any emergency procurement of goods or services pursuant to City code; (ix) Responses to a request made by the City's purchasing agent, or the City employee who is designated as being responsible for administering the procurement process for such solicitation, for clarification or additional information; (x) Communications prior to bid opening between City's professional staff and potential Respondents and/or Respondent's representatives to enable City staff to seek and obtain industry comment or perform market research, provided all communications related thereto between a potential Respondents and/or Respondent's representatives and any member of the City's professional staff including, but not limited to the City Manager and his or her staff, are in writing or are made at a duly noticed public meeting. 1.11.2. Lobbying Prohibited. All potential Respondents and their agents who intend to submit, or who submitted, a bid or response to this solicitation, are prohibited from lobbying, individually or collectively, any City Commissioner, candidate for City Commissioner, or any employee of the City in connection with this solicitation. The term “Lobbyist” means all persons (including officers and managers of a legal entity), firms, or legal entities such as a corporation, partnership or limited liability company, employed or retained by a principal (including an officer of the principal or an employee of the principal whose duties include marketing, or soliciting business, for the principal) who seeks to encourage the passage, defeat, or modifications of (1) ordinance, resolution, action 13 of 53 18 or decision of the City Commission; (2) any action, decision, recommendation of the City Manager or any City board or committee; or (3) any action, decision or recommendation of City personnel during the time period of the entire decision-making process on such action, decision or recommendation which foreseeably will be heard or reviewed by the City Commission, or a City board or committee. Contact may only be made through regularly scheduled Commission meetings, or meetings scheduled through the Procurement Division, which is for the purpose of obtaining additional or clarifying information or as otherwise provided for in the City’s Cone of Silence. Any presentation before a Evaluation Committee is considered to be lobbying; however, the presentation team may avoid formal registration by complying with section 8A-5(c)(9), of the City Code of Ordinances and completing Attachment B to this RFQ. Any person who submits a proposal, whether solicited or unsolicited, on behalf of his or her principal or his or her employer is considered to be a lobbyist and must register. An officer or manager of a legal entity who is submitting a proposal, whether solicited or unsolicited, is considered to be a lobbyist. All Respondents are strongly encouraged to review Section 8A-5 of the City Code of Ordinances for further information. To register as a lobbyist, please contact the City Clerk at: Nkenga “Nikki” Payne, CMC, FCRM City Clerk City of South Miami 6130 Sunset Drive South Miami, Florida 33143 Npayne@southmiamifl.gov END OF SECTION 1 14 of 53 19 SECTION 2. TERMS AND CONDITIONS 2.1. PURPOSE OF RFQ. The City is seeking qualifications from firms for the Project. All Responses submitted in response to this RFQ must conform to the following terms and conditions. 2.2. EQUIPMENT. Any equipment or products used by Respondent to provide the Services pursuant to this RFQ shall remain the property of the Respondent. In the event equipment or products used by the Respondent are found to be defective, of unsatisfactory quality, or do not conform to the requirements of this RFQ or the Specifications, the City reserves the right to reject the equipment or product(s), at the Contractor’s expense. 2.3. SOLICITATION RESPONSE COSTS. Respondents submitting a response to this RFQ do so entirely at their own cost and expense. There is no expressed or implied obligation by the City to reimburse any individual or firm for any costs or expenses incurred in preparing or submitting a response, providing additional information when requested by the City, or for participating in any selection interviews. 2.4. LICENSES AND PERMITS. Respondent shall secure any and all necessary and required licenses, certifications and permits to conduct the Work, including, but not limited to, all Federal, State, County and City licenses and permits. All Respondents must provide the necessary documentation to demonstrate that they meet all applicable licensing and permitting requirements. By submitting a Response to this RFQ, Respondent represents and warrants to the City that it holds all licenses, certifications and permits (“Licenses”) required by applicable law and by any other governmental authority or agency to perform the Services. Respondent represents and warrants to the City that the Licenses shall be in full force and effect on the date of performance of the Services and further represents that it holds and will hold all Licenses throughout the term of the Agreement. Respondent shall provide the City with copies of all Licenses and any additional permits that may be required for performance of the Services with its response and during the term of the Agreement. Where the Respondent is required to enter onto City property, public rights-of-way or other property to deliver equipment or to perform the Work as a result of a Response award, the Respondent will assume the full duty, obligation and expense of obtaining all necessary approvals, licenses, permits, inspections and insurance required. The Respondent shall be liable for any damages or loss to the City property, or other property or persons, occasioned by the acts or omissions, or the negligence of the Respondent (or their agent) or any person the Respondent has designated in the performance of the Services, as a result of the RFQ. 2.5. INSURANCE. 2.5.1. If awarded a development agreement or contract, the Respondent shall secure and maintain throughout the duration of the awarded contract insurance of such types and in such amounts not less than those specified below as satisfactory to City, naming the City as an Additional Insured, underwritten by a firm rated A-X or better by A.M. Best and qualified to do business in the State of Florida. The insurance coverage shall be primary insurance with respect to the City, its officials, employees, agents and volunteers naming the City as additional insured. Any insurance maintained by the City shall be in excess of the Respondent’s insurance and 15 of 53 20 shall not contribute to the Respondent’s insurance. The insurance coverages shall include at a minimum the types and amounts set forth in this section and may be modified and/or increased by the City as it deems necessary or prudent. Copies of Respondent’s actual Insurance Policies as required herein and Certificates of Insurance shall be provided to the City, reflecting the City as an Additional Insured. Each Policy and certificate shall include no less than (30) thirty-day advance written notice to City prior to cancellation, termination, or material alteration of said policies or insurance. All coverage forms must be primary and non- contributory and the Respondent shall provide a waiver of subrogation for the benefit of the City. The Respondent shall be responsible for assuring that the insurance policies and certificates required by this Section remain in full force and effect for the duration of the Work. 2.5.1.1. Commercial General Liability coverage with limits of liability of not less than a $1,000,000 per Occurrence combined single limit for Bodily Injury and Property Damage. This Liability Insurance shall also include Completed Operations and Product Liability coverages and eliminate the exclusion with respect to property under the care, custody and control of Respondent. The General Aggregate Liability limit and the Products/Completed Operations Liability Aggregate limit shall be in the amount of $2,000,000 each. 2.5.1.2. Workers Compensation and Employer’s Liability insurance, 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 $1,000,000.00 each accident. No employee, subcontactor or agent of the Respondent shall be allowed to provide Work pursuant to this RFQ who is not covered by Worker’s Compensation insurance. 2.5.1.3. Business Automobile Liability with minimum limits of $1,000,000.00 per Occurrence, combined single limit for Bodily Injury and Property Damage. Coverage must be afforded on a form no more restrictive than the latest edition of the Business Automobile Liability policy, without restrictive endorsements, as filed by the Insurance Service Office, and must include Owned, Hired, and Non-Owned Vehicles. 2.5.2. The Respondent agrees to indemnify, defend and hold harmless the City from and against any and all claims, suits, judgments, losses, damages, executions and/or liabilities as to bodily injuries and/or property damage which arise or grow out of the eventual award of a development agreement or contract or Respondent’s performance of the Work required by this RFQ. 2.5.3. The Respondent shall also, upon request by the City, provide copies of all official receipts and endorsements as verification of Respondent's timely payment of each insurance policy premium as required by the Agreement. 2.5.4. THE CITY MAY REQUIRE HIGHER LIMITS OF INSURANCE OR ADDITIONAL COVERAGE IF DEEMED NECESSARY. 2.6. COMPLIANCE WITH LAW AND OTHER REQUIREMENTS. Respondent shall conduct its operations in compliance with all applicable federal, State, County and City laws and regulations. 2.7. ATTORNEY’S FEES. 2.7.1. City’s Cost Recovery. The Successful Respondent shall reimburse the City for all of the City’s attorney’s fees and related costs associated with the preparation and conduct of this 16 of 53 21 RFQ including but not limited to the review of interacting with all other Respondents and the City’s Administration and elected officials, and the preparation, review and revision of all documents related to the RFQ. 2.7.2. In the Event of Adverse Proceedings. If the City incurs any expense in enforcing the terms of the RFQ or eventual development agreement or contract, whether suit or similar action be brought or not, the Successful Respondent agrees to pay all such costs and expenses including, but not limited to, court costs, interest and reasonable attorney’s fees. 2.8. RESPONDENT’S RELATION TO THE CITY. It is expressly agreed and understood that the Successful Respondent will be in all respects an independent contractor as to all Services hereunder, and that the Successful Respondent will not be in any respect an agent, servant or employee of the City. This RFQ specifies the Services to be performed by the Successful Respondent, but the method to be employed to accomplish the Work shall be the responsibility of the Successful Respondent, unless otherwise provided in the Agreement or by the City. 2.9. DISCRIMINATORY PRACTICES. The Respondent shall not discriminate or deny service, deny access, or deny employment to any person on the basis of race, color, creed, sex, sexual orientation, religion or national origin. The Respondent will strictly adhere to the equal employment opportunity requirements and any applicable requirements established by the State of Florida or the Federal Government. 2.10. CANCELLATION. Failure on the part of the Respondent to comply with the conditions, specifications, requirements and terms as determined by the City, shall be just cause for cancellation of the award, with the Respondent holding the City harmless. 2.11. INDEMNIFICATION. The Respondent shall indemnify, save harmless and defend the City, its officers, agents and employees from and against any claims, demands or causes of action of whatsoever kind or nature arising out of any act, error, omission, negligent act, conduct or misconduct of the Respondent, its agents, servants or employees, in the performance of the Services pursuant to an agreement awarded pursuant to this RFQ and/or from any procurement decision of the City including without limitation, awarding the Agreement to a Respondent. 2.12. MULTIPLE /OTHER VENDORS. The City reserves the right to select and award multiple Respondents to provide some or all of the Work. If the selected contractors are unavailable, the City reserves the right to seek and obtain other sources. 2.13. PUBLIC ENTITY CRIME/DISQUALIFICATION. Pursuant to Section 287.133(3)(a), Florida Statute, all Respondents are advised as follows: “A person or affiliate who has been placed on the convicted vendor list following a conviction for a public entity crime may not submit a bid on a contract to provide any goods or services to a public entity, may not submit a bid on a contract with a public entity for the construction or repair of a public building or public work, may not submit bids on leases of real property to a public entity, may not be awarded or perform work as a contractor, supplier, subcontractor, or Respondent under a contract with any public entity, and may not transact business with any public entity and may not transact business with any public entity in 17 of 53 22 excess of the threshold amount provided in s.287.017 for CATEGORY TWO for a period of 36 months from the date of being placed on the convicted vendor list.” 2.14. NO CONTINGENCY FEE. Respondent shall warrant that it has not employed or retained any company or person, other than a bona fide employee working solely for the Respondent, to solicit or secure the Agreement and that it has not paid or agreed to pay any person, company, corporation, individual or firm, other than a bona fide employee working solely for the Respondent, any fee, commission, percentage, gift or other consideration contingent upon or resulting from the award or making the Agreement. For the breach or violation of this provision, the City shall have the right to terminate the Agreement, without liability, at its discretion. 2.15. PUBLIC RECORDS; CONFIDENTIALITY. Respondents are hereby notified that all information submitted as part of or in support of Response submitted pursuant to this RFQ are public records subject to public disclosure in accordance with Chapter 119, Florida Statutes. If there is any apparent conflict between Florida’s Public Records Law and this RFQ, Florida Law will govern and prevail. All Responses submitted in response to this RFQ shall become the property of the City. Unless the information submitted is proprietary, copyrighted, trademarked, or patented, the City reserves the right to utilize any or all information, ideas, conceptions, or portions of any Response in its best interest. Acceptance or rejection of any Response shall not nullify the City’s rights hereunder. Notice Pursuant to Section 119.0701(2)(a), Florida Statutes. IF THE RESPONDENT HAS QUESTIONS REGARDING THE APPLICATION OF CHAPTER 119, FLORIDA STATUTES, TO THE RESPONDENT’S DUTY TO PROVIDE PUBLIC RECORDS RELATING TO THIS SOLICITATION, CONTACT THE CUSTODIAN OF PUBLIC RECORDS: Custodian of Records: Nkenga “Nikki” Payne, CMC, FCRM Mailing address: 6130 Sunset Drive South Miami, FL 33143 Telephone number: 305-663-6340 Email: NPayne@southmiamifl.gov 2.16. AMERICAN RESCUE PLAN ACT PROVISIONS. Respondent acknowledges that the Work or Services may be fully or partially funded utilizing Coronavirus State and Local Fiscal Recovery Funds allocated to the City pursuant to the American Rescue Plan Act (“ARPA”). The Successful Respondent shall be required to comply with all laws, rules, regulations, policies, and guidelines (including any subsequent amendments to such laws, regulations, policies, and guidelines) required by ARPA, as further detailed in the ARPA Addendum to this solicitation. If compliance with this section is required, the City shall select this box: . 2.17. GRANT FUNDING. By submitting a response to this solicitation, Respondents acknowledge that the Work or Services may be fully or partially funded utilizing funds from the grants listed below (the “Grant”). Accordingly, by submitting a response to this competitive solicitation, the Respondent warrants and represents that it has 18 of 53 23 reviewed the terms and conditions for each Grant and will perform the Work or Services in accordance with the terms and conditions of the Grant(s). Grant Title Grant Agreement Attachment No. If the Work or the Services will be funded utilizing Grant funds, the City shall select this box:. END OF SECTION 2 19 of 53 24 SECTION 3. SOUTH MIAMI CITY HALL REDEVELOPMENT SCOPE OF SERVICES 3.1. PROJECT BACKGROUND AND DEVELOPMENT GOALS The City of South Miami (the “City”) is centrally located in Miami-Dade County and is closely located to important countywide resources, including the South Miami Metrorail Station, South Miami Hospital, Sunset Place, the University of Miami, and other major commercial and governmental assets. In order to revitalize the City’s downtown area, the City is seeking qualifications from experienced Respondents that are able and willing to redevelop South Miami City Hall with a profitable, large-scale, multi-component, mixed-use development at the approximately 176,300 - 295,455 square foot property located at 6130 Sunset Drive (the “Project”). Specifically, the City is seeking firms that possess the technical expertise, experience, financial capacity, and such other qualifications necessary to: A. Develop the Project with a new (1) City Hall that is at least 30,000 square feet, (2) City Police Station that is at least 25,000 square feet, and (3) Miami-Dade County Public Library that is at least 13,500 square feet in size and within 0.25 miles of the South Miami Metrorail Station. Note that Successful Respondents must be aware of the restrictions and requirements of the Interlocal Agreement between the City and Miami- Dade County governing the redevelopment or relocation of the Miami-Dade County Public Library currently located on site. Alternate development locations of the City Hall and City Police Station components may be accepted by the City at its sole discretion. Alternate locations for the Miami -Dade County Library may also be proposed, provided that the proposed location is within 0.25 miles of the South Miami Metrorail Station and Miami Dade -County and the City approve the proposed location, which approval shall be at the sole discretion of Miami -Dade County and the City. B. Construction of a mixed-use development on the Property that incorporates transit-oriented development principles to build upon the transit and civic infrastructure of the area. The mix of uses to be featured may include, but are not limited to, residential, retail, office, medical, lodging, civic, and other land uses. In determining what mix of uses to propose, developers are encouraged to consider the highest and best use for the Project and the feasibility of uses under prevailing market conditions. C. Provide structured parking, which should be designed to accommodate approximately 90 parking spaces for City Hall, 60 parking spaces for the City Police Station, and 39 parking spaces for the Miami-Dade County Public Library. If the Miami- Dade County Public Library component is to be built off-site, parking requirements for the library may be met through surface parking, structured parking, or through a combination of surface and structure parking. Sufficient parking necessary to support the residential, retail, office, medical, lodging, civic, and other land use components proposed for the Project shall also be provided in accordance with the City’s land development regulation requirements. Parking provided to support non-governmental uses may be adjusted based on the proximity to existing mass transit assets. D. Preserve the historic Sylva Martin Building or historic features of the building. Respondents may incorporate and preserve the historic Sylva Martin Building or historic features of the building into the overall development scheme or provide for the safe and 20 of 53 25 secure relocation of the building to a suitable location, subject to the consent and approval of the City. E. Provide competitive revenue streams to the City in the form of a purchase price, lease payments, revenue sharing arrangement, or other compensation structure. Additional parcels may be incorporated into the overall development of the Project in order to maximize available revenue streams to the City. F. Improve transit connections to the Project site, especially by improving site accessibility to the South Miami Metrorail Station. Additional parcels of property that are contiguous to the Project site or which connect the Project site to the South Miami Metrorail Station may be incorporated into the overall development of the Project to improve transit connections. 3.2. PROJECT SITE The City Hall Site consists of two (2) parcels located at 6130 Sunset Drive (Property Folio Nos. 09-4036-025-0170 and 09-4036-000-0030). The Miami-Dade County Library parcel ( 09-4036- 026-0031) may also be a part of the project site, so long as Miami-Dade County and the City enter into an interlocal agreement on or before the issuance of the Request for Proposals from Short- Listed Respondents. The parcels are graphically depicted below. The site land area (including the MDC library parcel) is 195,455 square feet. The future land use map designation of the property is Public and Institutional and the property is zoned Public/Institutional. 21 of 53 26 Land Use Public and Institutional Zoning Public/Institutional Site Square Footage 195,455 Acreage 4.48 Please note, the Successful Respondent(s) shall be solely responsible for receiving all development approvals necessary for the development of the Project, including rezoning of the property and seeking an amendment to the current future land use map (FLUM) designation. The Successful Respondent(s) may seek to vacate a portion of 61st Court adjacent to the City parcels. The Project Site identified above represents the parcels of property owned by the City and/or Miami-Dade County. However, the City shall provide preference to those Respondents that demonstrate experience in combining contiguous or connected properties as part of an overall development proposal. Respondents with experience improving access to nearby transit resources shall also be provided preference. 3.3. PROJECT OVERVIEW Successful Respondent(s) who have executed a development agreement or contract with the City (hereafter “Selected Developer(s)”) shall be responsible for all aspects related to and payment of all expenses associated with the planning, construction, maintenance, and operation of the proposed development at the City Hall Site. Accordingly, responses must demonstrate that the Respondent is qualified and able to provide all aspects of the Services required for the Project, including but not limited to: a. Overseeing all aspects of the design and construction of the Project at the City Hall Site, including the development of new buildings or space for the following components, at a minimum: • City Hall that is at least 30,000 square feet in size • City Police Station that is at least 25,000 square feet in size • Miami-Dade County Library that is at least 13,500 square feet in size , and • Parking goals are as follows: o Approximately 90 parking spaces for the City Hall component, o Approximately 60 parking spaces for the City Police Station component, o Approximately 39 parking spaces for the Miami-Dade County Public Library component, and o As required by the City’s land development regulations for other proposed non-governmental land uses, taking into account allowances for proximity to transit assets. Respondents should be aware that there will be restrictions and requirements in an Interlocal Agreement to be entered into between the City and Miami-Dade County governing the redevelopment or relocation of the Miami -Dade County Public Library currently located on site. Alternate site locations for a new City Hall and City Police 22 of 53 27 Station may be proposed, which may be accepted at the City’s sole discretion. Alternate locations for the Miami -Dade County Library may also be proposed, provided that the proposed location is within 0.25 miles of the South Miami Metrorail Station and Miami Dade-County and the City approve the proposed location, which approval shal l be at the sole discretion of Miami -Dade County and the City. The Project may also feature a mix of land uses that incorporate transit-oriented development principles to build upon the transit and civic infrastructure of the area . Towards that end, the development may feature: • Any combination of uses, including, but not limited to, residential, retail, office, medical, lodging, civic, and other land uses. • Municipal/Civic facilities or parks. • Transit mobility infrastructure, such as bicycle paths and shared use paths. In the event alternate sites are proposed for the City Hall and City Police Station components of the Project are proposed, surface parking and/or structured parking may be utilized to meet the City’s parking requirements. A park site of at least 27,500 square feet shall be provided on the project site. b. Securing all financing as required by the Development Agreement to be awarded if selected and payment of all costs related to the planning, construction and operation of the proposed development, including any monetary contributions that may be necessary to defray costs associated the sale or lease of the City Hall Site. Proposed financing for the Project shall not allow for the cross -collateralization or cross -defaulting with any other property, project, or other assets. c. Improving connectivity to major transit assets, especially South Miami Metrorail Station. Contiguous properties or properties connected to the Project site may be incorporated to improve connectivity to mass transit assets. d. Combining contiguous properties to provide for a more expansive Project development at the City Hall Site. e. Developing competitive revenue streams for the City in the form of purchase payments, lease payments, revenue sharing, or other compensation structure. f. Obtaining certified, insured, experienced and reputable architectural, engineering, and construction services including a general contractor, project manager and subcontractors for the Project. g. Duly applying for, obtaining and maintaining any and all permits, licenses, easements, property rights and approvals, necessary prior to and after construction. . Required development approvals may include, but are not limited to, rezoning of the Property and seeking a Future Land Use Map (FLUM) amendment to the Property’s existing FLUM designation. h. Platting of the City Hall Site, if necessary. 23 of 53 28 i. Paying all development fees imposed in connection with the development by the City or any other agency of appropriate jurisdiction. j. Implementing all off-site public improvements and/or infrastructure required for development of the City Hall Site (streets, street widening, streetlights, sidewalks, water/sewer infrastructure, landscaping, etc.) will be the responsibility of the Selected Developer(s). k. Incorporating and preserving the historic Sylva Martin Building into the overa ll development scheme or providing for relocation of the building to a suitable location, subject to the consent and approval of the City. l. Extending, relocating and/or upgrading all utilities, including utilities serving existing City facilities, or connecti ng new utilities, if necessary. m. Altering, relocating, or replacing any City and/or private facilities, either temporarily or permanently, and implementing any measures required to maintain City and/or private operations during development at the sole cost of the Selected Developer(s). n. Submitting plan(s) to mitigate any disruption to City, other public and/or private operations and/or impacts to City, public and/or private facilities. The plan(s) must be approved in writing by the City prior to commencement of any work that may impact City or private operations and/or facilities. Any damage or impacts to City, public, and/or private systems, facilities, or operations resulting from activities undertaken or authorized by the Selected Developer(s) must be immediately remediated at the Selected Developer’s sole expense. If required by the City, the Selected Developer(s)must prepare and submit a mitigation and remediation plan. The plan must receive the written approval of the City and be executed by the Selected Developer(s). o. Certain activities which may potentially impact City facilities and/or operations may require that City employees or representatives monitor and coordinate such activities. Accordingly, the Selected Developer(s) shall be responsible for covering all costs incurred as a result of such activities, including payment for costs incurred by the City in providing County employees or representatives to monitor and coordinate the activities. p. Conducting environmental review and assessments required by any authority having jurisdiction over such matters including any and all studies and analyses required for such review and assessments and for any remediation of the Site if required, at its sole expense of the Selected Developer(s). q. Filing of Development Agreement or any other agreements awarded at the conclusion of this procurement process, including payment of all recording fees. r. Paying any and all taxes associated with the development of the property, including but not limited to, ad valorem real estate taxes, that may be associated with the Project and/or the property. s. Submitting monthly status reports to the City regarding the Project development upon award of Development Agreement. Frequency, subject matter and details covered in 24 of 53 29 status reports will be determined by the City and may be changed at any time at the discretion of the City. t. Commencing and completing construction of the Project in a timely manner in accordance with the development agreement(s) or contract(s) to be awarded and all applicable rules, regulations, ordinances , and standards required by the City and any other applicable regulatory agency. u. Prior to construction, ensuring that the Selected Developer(s)’ designated Project Manager, Contractors and/or Subcontractors, and any other employees and/or representatives of the Respondent as the City may require, meet with City staff to provide relevant information and to coordinate construction related activities. Upon commencement of construction, such meetings will be required as frequently as deemed appropriate by the City. v. Participating in community outreach activities as requested by the City . w. Obtaining bonding and/or assurance of completion as required by law and as acceptable to the City. x. Obtaining all insurance coverages as required by the City. y. Applying for and obtaining any zoning changes and/or any other land use planning changes and/or waivers from the appropriate agency having jurisdiction. (The City does not make or offer any representation or warranty that any such requested changes will be granted.); z. Obtaining any and all access permits from the state, county, City and/or any authority having such jurisdiction. aa. Vacating and/or obtaining appropriate releases of easements, rights -of-way, or any other encumbrance to enable development of the property . 3.3.1. The property is being offered for development on an “as is” basis. The Respondent is solely responsible for completing a comprehensive due diligence process regarding development of the City Hall Site. The City disclaims all responsibility and liability for the completeness or accuracy of any information that it provides. 3.3.2. The City does not make any type of representation or warranty, whatsoever, regarding the condition of the property, its suitability for the uses contemplated by this Solicitation. The Selected Developer(s) shall be solely responsible for obtaining all such approvals and permits and for resolving any objections to the proposed uses, regardless of the source of such objections. Required development approvals may include, but are not limited to, rezoning of the Property and seeking a Future Land Use Map (FLUM) amendment to the Property’s existing FLUM designation. The City does not guarantee or represent, in any way, that it will provide support or assistance to the Selected Developer(s) in obtaining development approvals or permits or resolving objections to the proposed uses, including but not limited to, objections to such uses by community organizations, community 25 of 53 30 activists, elected City officials or officials charged with issuing such approvals and permits. END OF SECTION 3 26 of 53 31 SECTION 4. RESPONSE FORM PACKAGE As provided in the ITB, the following items must be attached to this Response: FORMS STATUS Form 1 – Response Form Package Acknowledgement ❑ Form 2A. Respondent’s Certification (if Company or Corporation) ❑ Form 2B. Respondent’s Certification (if Partnership) ❑ Form 3. Single Execution Affidavits ❑ Form 4. Dispute Disclosure ❑ Form 5. Certification Regarding Debarment, Suspension, & Other Responsibility Matters Primary Covered Transactions ❑ Form 6. Respondent’s Qualifications Survey ❑ Form 7. Key Staff and Proposed Subcontractors. ❑ Form 8. Reference List ❑ ATTACHMENTS This competitive solicitation incorporates the following attachments, which should be reviewed thoroughly and, if applicable, completed prior to submitting a response to this competitive solicitation. The City is attaching the following Attachments: Attachment A. Sample Development Agreement Attachment B. /Affidavit of Representation Attachment C. Bid Protest Procedures 27 of 53 32 FORM 1 RESPONSE FORM PACKAGE ACKNOWLEDGEMENTS I hereby propose to furnish the goods and services specified in the Request for Qualifications RFQ No. CSM2024-01 I agree that my Response will remain firm for a period of 180 days after opened by the City in order to allow the City adequate time to evaluate the Response. I certify that all information contained in this Response is truthful to the best of my knowledge and belief. I further certify that I am duly authorized to submit this Response on behalf of the Firm named as the Proposing Firm and that said Firm is ready, willing, and able to perform if awarded the Agreement. I further certify, under oath, that this Response is made without prior understanding, agreement, connection, discussion, or collusion with any other person, firm or corporation submitting a Response; no officer, employee or agent of the City of South Miami or any other Respondent has an interest in said Response. Furthermore, I certify that the undersigned executed this Response Form with full knowledge and understanding of matters therein contained and was duly authorized. I further certify that the Respondent acknowledges receipt of all Addenda issued by the City in connection with the RFQ (Check the box next to each addendum received). ______ Addendum 1 Addendum 6 ______ Addendum 2 Addendum 7 ______ Addendum 3 Addendum 8 ______ Addendum 4 Addendum 9 _______ Addendum 5 Addendum 10 Attached hereto are the following forms/documents which form a part of this Response: ❑ Form 1. Response Form Package Acknowledgement. ❑ Form 2A. Respondent’s Certification (if Company or Corporation) ❑ Form 2B. Respondent’s Certification (if Partnership) ❑ Form 3. Single Execution Affidavits ❑ Form 4. Dispute Disclosure ❑ Form 5. Certification Regarding Debarment, Suspension, & Other Responsibility Matters Primary Covered Transactions ❑ Form 6. Respondent’s Qualifications Survey ❑ Form 7. Key Staff and Proposed Subcontractors ❑ Form 8. Reference List 28 of 53 33 FORM 1 RESPONSE FORM PACKAGE ACKNOWLEDGEMENTS (CONTINUED) ___________________________________________ NAME OF RESPONDENT FIRM ____________________________________________ SIGNATURE OF RESPONDENT ____________________________________________ NAME & TITLE, TYPED OR PRINTED MAILING ADDRESS ____________________________________________ ____________________________________________ (____) ______________________________________ TELEPHONE NUMBER State of Florida County of The foregoing instrument was acknowledged before me by means of physical presence or online notarization, this day of , 20 , by (name of person) as (type of authority) for (name of party on behalf of whom instrument is executed). Notary Public (Print, Stamp, or Type as Commissioned) Personally known to me; or Produced identification (Type of Identification: ) Did take an oath; or Did not take an oath 29 of 53 34 FORM 2A RESPONDENT’S CERTIFICATION (if Company or Corporation) CERTIFICATE STATE OF _____________ ) ) SS COUNTY OF ___________ ) I HEREBY CERTIFY that a meeting of the Board of Directors of ___________________________________________________________________ a corporation or company existing under the laws of the State of _________________________, held on ______________________, 2024, the following resolution was duly passed and adopted: RESOLVED, that, as _____________of the Corporation/Company, be and is hereby authorized to execute the Response dated, __________, 2024 to the City of South Miami for RFQ NO. CSM2024-01 SOUTH MIAMI CITY HALL REDEVELOPMENT PROJECT, and that this execution thereof, attested by the Secretary of the Corporation/Company, and with the Corporate/Company Seal affixed, shall be the official act and deed of this Corporation/Company. I further certify that said resolution is now in full force and effect. IN WITNESS WHEREOF, I have hereunto set my hand and affixed the official seal of corporation/company on this the _____________ of ___________, 2024. _______________________ Secretary (SEAL) 30 of 53 35 FORM 2B RESPONDENT’S CERTIFICATION (if Partnership) CERTIFICATE STATE OF ____________ ) ) SS COUNTY OF __________ ) I HEREBY CERTIFY that a meeting of the Partners of ____________________ _____________________________________________________________________, a partnership existing under the laws of the State of _________________________, held on ____________________, 2024, the following resolution was duly passed and adopted: “RESOLVED, that _____________________________________________, as_____________________________________________________________of the Partnership, be and is hereby authorized to execute the Response dated ______________, 2024, to the City of South Miami for RFQ NO. CSM2024-01 SOUTH MIAMI CITY HALL REDEVELOPMENT PROJECT from this partnership and that his execution of thereof, attested by the shall be the official act and deed of this Partnership.” I further certify that said resolution is now in full force and effect. IN WITNESS WHEREOF, I have hereunto set my hand this _____, day of ________, 2024. _______________________ Secretary (SEAL) 31 of 53 36 FORM 3 SINGLE EXECUTION AFFIDAVITS THIS FORM MUST BE SIGNED AND SWORN TO IN THE PRESENCE OF A NOTARY PUBLIC OR OTHER OFFICIAL AUTHORIZED TO ADMINISTER OATHS. THIS FORM COMBINES SEVERAL AFFIDAVIT STATEMENTS TO BE SWORN TO BY THE RESPONDENT OR RESPONDENT AND NOTARIZED BELOW. IN THE EVENT THE RESPONDENT OR RESPONDENT CANNOT SWEAR TO ANY OF THESE AFFIDAVIT STATEMENTS, THE RESPONDENT OR RESPONDENT IS DEEMED TO BE NON- RESPONSIBLE AND IS NOT ELIGIBLE TO SUBMIT A RESPONSE. THESE SINGLE EXECUTION AFFIDAVITS ARE SUBMITTED TO THE CITY OF SOUTH MIAMI AND ARE STATEMENTS MADE: By: For (Name of Proposing or Responding Entity): Whose business address is: And (if applicable) its Federal Employer Identification Number (FEIN) is: (if the entity does not have an FEIN, include the Social Security Number of the individual signing this sworn statement. SS#: ) Americans with Disabilities Act Compliance Affidavit The above named firm, corporation or organization is in compliance with and agrees to continue to comply with, and assure that any subcontractor, or third party contractor under this project complies with all applicable requirements of the laws listed below including, but not limited to, those provisions pertaining to employment, provision of programs and services, transportation, communications, access to facilities, renovations, and new construction. • The American with Disabilities Act of 1990 (ADA), Pub. L. 101-336, 104 Stat 327, 42 USC 1210112213 and 47 USC Sections 225 and 661 including Title I, Employment; Title II, Public Services; Title III, Public Accommodations and Services Operated by Private entities; Title IV, Telecommunications; and Title V, Miscellaneous Provisions. • The Florida Americans with Disabilities Accessibility Implementation Act of 1993, Section 553.501-553.513, Florida Statutes: • The Rehabilitation Act of 1973, 229 USC Section 794; • The Federal Transit Act, as amended 49 USC Section 1612; • The Fair Housing Act as amended 42 USC Section 3601-3631. Respondent Initials 32 of 53 37 Public Entity Crimes Affidavit I understand that a “public entity crime” as defined in Paragraph 287.133(1)(g), 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 of the United States, including but not limited to, any bid or contract for goods or services to be provided to any public entity or an agency or political subdivision of any other state or of the United States and involving antitrust, fraud, theft, bribery, collusion, racketeering, conspiracy, or material misrepresentations. I understand that “convicted” or “conviction” as defined in Paragraph 287.133(1)(b), Florida Statutes, means a finding of guilt or a conviction of 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. I understand that an “affiliate” as defined in Paragraph 287.133(1)(a), Florida Statutes, means: 1. A predecessor or successor of a person convicted of a public entity crime; or 2. 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. The 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. 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 goods or services let by a public entity, or which otherwise transacts or applies to transact business with a public entity. The term “person” includes those officers, directors, executives, and partners, shareholders, employees, members, and agents who are active in management of an entity. Based on information and belief, the statement, which I have marked below, is true in relations to the entity submitting this sworn statement. (INDICATE WHICH STATEMENT APPLIES.) Neither the entity submitting this sworn statement, nor any of its officers, directors, executives, partners, shareholders, employees, members, or agents who are active in the management of the entity, nor any affiliate of the entity has been charged with ad convicted of a public entity crime subsequent to July 1, 1989. The entity submitting this sworn statement, or one or more of its officers, directors, executives, partners, shareholders, employees, members, or agents who are active in the management of the entity, or an affiliate of the entity has been charged with and convicted of a public entity crime subsequent to July 1, 1989. The entity submitting this sworn statement, or one or more of its officers, directors, executives, partners, shareholders, employees, members, or agents who are active in the management of the entity, or an affiliate of the entity has been charged with and convicted of a public entity crime subsequent 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 33 of 53 38 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 that I am required to inform the public entity prior to entering into a contract in excess of the threshold amount provided in Section 287.017, Florida Statutes for category two of any change in the information contained in this form. Respondent Initials No Conflict of Interest or Contingent Fee Affidavit Respondent warrants that neither it nor any principal, employee, agent, representative nor family member has paid or will pay any fee or consideration that is contingent on the award or execution of a contract arising out of this solicitation. Respondent also warrants that neither it nor any principal, employee, agent, representative nor family member has procured or attempted to procure this contract in violation of any of the provisions of the Miami-Dade County and City of South Miami conflict of interest or code of ethics ordinances. Further, Respondent acknowledges that any violation of these warrants will result in the termination of the contract and forfeiture of funds paid or to be paid to the Respondent should the Respondent be selected for the performance of this contract. Respondent Initials Business Entity Affidavit Respondent hereby recognizes and certifies that no elected official, board member, or employee of the City of South Miami (the “ City”) shall have a financial interest directly or indirectly in this transaction or any compensation to be paid under or through this transaction, and further, that no City employee, nor any elected or appointed officer (including City board members) of the City, nor any spouse, parent or child of such employee or elected or appointed officer of the City, may be a partner, officer, director or proprietor of Respondent or Vendor, and further, that no such City employee or elected or appointed officer, or the spouse, parent or child of any of them, alone or in combination, may have a material interest in the Vendor or Respondent. Material interest means direct or indirect ownership of more than 5% of the total assets or capital stock of the Respondent. Any exception to these above described restrictions must be expressly provided by applicable law or ordinance and be confirmed in writing by City. Further, Respondent recognizes that with respect to this transaction or bid, if any Respondent violates or is a party to a violation of the ethics ordinances or rules of the City, the provisions of Miami-Dade County Code Section 2-11.1, as applicable to City, or the provisions of Chapter 112, part III, Fla. Stat., the Code of Ethics for Public Officers and Employees, such Respondent may be disqualified from furnishing the goods or services for which the bid or Bid is submitted and may be further disqualified from submitting any future bids or Bid for goods or services to City. Respondent Initials Anti-Collusion Affidavit 1. Respondent/Respondent has personal knowledge of the matters set forth in its Response and is fully informed respecting the preparation and contents of the attached Response and all pertinent circumstances respecting the Bid; 2. The Response is genuine and is not a collusive or sham Response; and 34 of 53 39 3. Neither the Respondent/Respondent nor any of its officers, partners, owners, agents, representatives, employees, or parties in interest, including Affiant, has in any way colluded, conspired, connived, or agreed, directly or indirectly with any other Respondent/Respondent, firm, or person to submit a collusive or sham Response, or has in any manner, directly or indirectly, sought by agreement or collusion or communication or conference with any other Respondent/Respondent, firm, or person to fix the price or prices in the attached Response or of any other Respondent/Respondent, or to fix any overhead, profit, or cost element of the Response price or the Response price of any other Respondent/Respondent, or to secure through any collusion, conspiracy, connivance or unlawful agreement any advantage against the City or any person interested in the proposed Contract. __________ Respondent Initials Scrutinized Company Certification 1. Respondent certifies that it and its subcontractors are not on the Scrutinized Companies that Boycott Israel List. Pursuant to Section 287.135, F.S., the City may immediately terminate the Agreement that may result from this RFQ at its sole option if the Respondent or its subcontractors are found to have submitted a false certification; or if the Respondent, or its subcontractors are placed on the Scrutinized Companies that Boycott Israel List or is engaged in the boycott of Israel during the term of the Agreement. 2. If the Agreement that may result from this RFQ is for more than one million dollars, the Respondent certifies that it and its subcontractors are also not on the Scrutinized Companies with Activities in Sudan, Scrutinized Companies with Activities in the Iran Petroleum Energy Sector List, or engaged with business operations in Cuba or Syria as identified in Section 287.135, F.S. pursuant to Section 287.135, F.S., the City may immediately terminate the Agreement that may result from this RFQ at its sole option if the Respondent, its affiliates, or its subcontractors are found to have submitted a false certification; or if the Respondent, its affiliates, or its subcontractors are placed on the Scrutinized Companies with Activities in Sudan List, or Scrutinized Companies with Activities in the Iran Petroleum Energy Sector List, or engaged with business operations in Cuba or Syria during the term of the Agreement. 3. The Respondent agrees to observe the above requirements for applicable subcontracts entered into for the performance of work under the Agreement that may result from this RFQ. As provided in Subsection 287.135(8), F.S., if federal law ceases to authorize the above-stated contracting prohibitions then they shall become inoperative. Respondent Initials Drug-Free Workplace Affidavit Respondent hereby recognizes that, pursuant to F.S. § 287.087, preference shall be given to businesses with drug-free workplace programs when two responses are equal with respect to price, quality, and service. Respondent understands that in order to qualify as a drug-free workplace, Respondent must: a) 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. 35 of 53 40 b) Inform employees about the dangers of drug abuse in the workplace, the Respondent’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. 1) Give each employee engaged in providing commodities or contractual services under the ITB a copy of the statement specified in subsection (1). 2) Notify employees that, as a condition of working on the commodities or contractual services under the ITB, the employee must 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. 3) 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. 4) Make a good faith effort to continue to maintain a drug-free workplace through the implementation of this section. Based on information and belief, the statement, which I have marked below, is true in relations to the entity submitting this sworn statement. (INDICATE WHICH STATEMENT APPLIES.) The entity submitting this sworn statement is a drug-free workplace and is in full compliance with the requirements set forth under F.S. § 287.087. The entity submitting this sworn statement is not a drug-free workplace. Respondent Initials City Non-Discrimination Requirements Affidavit Respondent understands that pursuant to Section 3-1.1 of the Code of the City of South Miami, the City will not enter into or award a contract to an entity engaged in a boycott. Respondent understands that “Boycott” as defined under Section 3-1.1 of the Code of the City of South Miami means to blacklist, divest from, or otherwise refuse to deal with a nation or country, or to blacklist or otherwise refuse to deal with a person or entity when the action is based on race, color, national origin, religion, sex, gender identity, sexual orientation, marital or familial status, age, or disability in a discriminatory manner. The term boycott does not include a decision based upon business or economic reasons, or boycotts, embargoes, trade restrictions, or divestments that are specifically authorized or required by federal law or state law. Respondent certifies that it is not engaged in a boycott, and is in full compliance with Section 3-1.1 of the Code of the City of South Miami. Respondent Initials Acknowledgment, Warranty, and Acceptance 36 of 53 41 1. Contractor warrants that it is willing and able to comply with all applicable state of Florida laws, rules and regulations. 2. Contractor warrants that it has read, understands, and is willing to comply with all requirements of RFQ No. CSM2024-XX and any addendum/addenda related thereto. 3. Contractor warrants that it will not delegate or subcontract its responsibilities under an agreement without the prior written permission of the City Commission or City Manager, as applicable. 4. Contractor warrants that all information provided by it in connection with this Response is true and accurate. Respondent Initials [REMAINDER OF PAGE LEFT INTENTIONALLY BLANK. SIGNATURE PAGE FOLLOWS.] 37 of 53 42 In the presence of: Signed, sealed and delivered by: Witness #1 Print Name: Print Name: Title: Witness #2 Print Name: ACKNOWLEDGMENT State of Florida County of The foregoing instrument was acknowledged before me by means of physical presence or online notarization, this day of , 20 , by (name of person) as (type of authority) for (name of party on behalf of whom instrument is executed). Notary Public (Print, Stamp, or Type as Commissioned) Personally known to me; or Produced identification (Type of Identification: ) Did take an oath; or Did not take an oath 38 of 53 43 FORM 4 DISPUTE DISCLOSURE Answer the following questions by placing an “X” after “Yes” or “No”. If you answer “Yes”, please explain in the space provided, or on a separate sheet attached to this form. 1. Has your firm or any of its officers, received a reprimand of any nature or been suspended by the Department of Professional Regulations or any other regulatory agency or professional associations within the last five (5) years? YES __________ NO __________ 2. Has your firm, or any member of your firm, been declared in default, terminated or removed from a contract or job related to the services your firm provides in the regular course of business within the last five (5) years? YES __________ NO __________ 3. Has your firm had against it or filed any requests for equitable adjustment, contract claims, Bid protests, or litigation in the past five (5) years that is related to the services your firm provides in the regular course of business? YES __________ NO __________ If yes, state the nature of the request for equitable adjustment, contract claim, litigation, or protest, and state a brief description of the case, the outcome or status of the suit and the monetary amounts of extended contract time involved. I hereby certify that all statements made are true and agree and understand that any misstatement or misrepresentation of falsification of facts shall be cause for forfeiture of rights for further consideration of this Response for the City of South Miami. ACKNOWLEDGMENT State of Florida County of The foregoing instrument was acknowledged before me by means of ☐ physical presence or ☐ online notarization, this day of , 20 , by (name of person) as (type of authority) for (name of party on behalf of whom instrument is executed). Notary Public (Print, Stamp, or Type as Commissioned) Personally known to me; or Produced identification (Type of Identification: ) Did take an oath; or Did not take an oath 39 of 53 44 FORM 5 CERTIFICATION REGARDING DEBARMENT, SUSPENSION, AND OTHER RESPONSIBILITY MATTERS PRIMARY COVERED TRANSACTIONS This certification is required by the regulations implementing Executive Order 12549, Debarment and Suspension, 13 CFR Part 145. The regulations were published as Part VII of the May 26, 1988 Federal Register (pages 19160-19211). Copies of the regulations are available from local offices of the U.S. Small Business Administration. (1) The prospective primary participant certifies to the best of its knowledge and belief that it and its principals: (a) Are not presently debarred, suspended, proposed for disbarment, declared ineligible, or voluntarily excluded from covered transactions by any Federal department or agency; (b) Have not within a three-year period preceding this application been convicted of or had a civil judgment rendered against them for commission of fraud or a criminal offense in connection with obtaining, attempting to obtain, or performing a public (Federal, State, or local) transaction or contract under a public transaction; violation of Federal or State antitrust statutes or commission of embezzlement, theft, forgery, bribery, falsification or destruction of records, making false statements, or receiving stolen property; (c) Are not presently indicted for or otherwise criminally or civilly charged by a governmental entity (Federal, State, or local) with commission of any of the offenses enumerated in paragraph (1)(b) of this certification; and (d) Have not within a three-year period preceding this application had one or more public transactions (Federal, State, or local) terminated for cause or default. (2) Where the prospective primary participant is unable to certify to any of the statements in this certification, such prospective primary participant shall attach an explanation to this Statement of Qualifications. Entity Name: _________________________________________________________ Date: _________________________ By: Signature of Authorized Representative Name and Title of Authorized Representative 40 of 53 45 FORM 6 RESPONDENT’S QUALIFICATIONS SURVEY COMPANY QUALIFICATIONS QUESTIONNAIRE Please complete this Company Qualifications Questionnaire. By completing this form and submitting a response to the RFQ, you certify that any and all information contained in the Response is true, that your response to the RFQ is made without prior understanding, agreement, or connections with any corporation, firm or person submitting a response to the ITB for the same materials, supplies, equipment, or services, is in all respects fair and without collusion or fraud, that you agree to abide by all terms and conditions of the RFQ, and certify that you are authorized to sign for the Respondent’s firm. Some responses may require the inclusion of separate attachments. Separate attachments should be as concise as possible, while including the requested information. In no event should the total page count of all attachments to this Form exceed five (5) pages. Some information may not be applicable; in such instances, please insert “N/A”. Firm Name Principal Business Address Telephone Number Facsimile Number Email Address Federal I.D. No. or Social Security Number Municipal Business Tax/Occupational License No. FIRM HISTORY AND INFORMATION How many years has the firm has been in business under its current name and ownership? Please identify the Firm’s document number with the Florida Division of Corporations and date the Firm registered/filed to conduct business in the State of Florida: Document Number Date Filed Please identify the Firm’s category with the Florida Department of Business Professional Regulation (DBPR), DBPR license number, and date licensed by DBPR: Category License No. Date Licensed Please indicate the type of entity form of the Firm (if other, please describe): □ Individual □ Partnership □ Corporation □ LLC □ LLP □ Other Please identify the Firm’s primary business: 41 of 53 46 Please identify the number of continuous years your Firm has performed its primary business: Please list all professional licenses and certifications held by the Firm, its Qualifier/Principal, and any Key Staff, including any active certifications of small, minority, or disadvantaged business enterprise, and the name of the entity that issued the license or certification: License/Certification Type Name of Entity Issuing License or Certification License No. License Issuance Date Please identify the name, license number, and issuance date of any prior companies that pertain to your Firm: License/Certification Type Name of Entity Issuing License or Certification License No. License Issuance Date Please identify all individuals authorized to sign for the entity, their title, and the threshold/level of their signing authority: Authorized Signor’s Name Title Signing Authority Threshold (All, Cost up to $X-Amount, No Cost, Other) Please identify the total number of Firm employees, managerial/administrative employees, and identify the total number of trades employees by trade (e.g., 20 electricians, 5 laborers, etc.): Total No. of Employees Total No. of Managerial/Administrative Employees Total No. of Trades Employees by Trade INSURANCE INFORMATION Please provide the following information about the Firm’s insurance company: Insurance Carrier Name Insurance Carrier Contact Person Insurance Carrier Address Telephone No. Email Has the Firm filed any insurance claims in the last five (5) years? □ No □ Yes If yes, please identify the type of claim and the amount paid out under the claim: FIRM OWNERSHIP Please identify all Firm owners or partners, their title, and percent of ownership: 42 of 53 47 Owner/Partner Name Title Ownership (%) Please identify whether any of the owners/partners identified above are owners/partners in another entity: □ No □ Yes If yes, please identify the name of the owner/partner, the other entity’s name, and percent of ownership held by the stated owner/partner: Owner/Partner Name Other Entity Name Ownership (%) RECENT CONTRACTS Please identify the five (5) most recent contracts in which your Firm has provided services to other public entities: Public Entity Contact Person Telephone No. Email Address Date Awarded By signing below, Respondent certifies that the information contained herein is complete and accurate to the best of Respondent’s knowledge. Firm: Authorized Signature: Date: Print or Type Name: Title: 43 of 53 48 FORM 7 KEY STAFF & PROPOSED SUBCONTRACTORS KEY STAFF Please complete the following chart with the Firm’s proposed Key Staff. If additional space is required, please copy/duplicate this page and attach to this Form. Additional space: □ No □ Yes Name Title Years of Experience Years with Firm Licenses/Certifications Please explain the Firm’s ability and resources to substitute personnel with equal or higher qualifications than the Key Staff they will substitute for where substitute is required due to attrition, turnover, or a specific request by the City: Please identify each Key Staff member’s engagement commitments that will exist concurrently with the City’s Services: Key Staff Name Area of Responsibility Client Commitment (Hours/week) Period of Engagement 44 of 53 49 Key Staff Name Area of Responsibility Client Commitment (Hours/week) Period of Engagement PROPOSED SUBCONTRACTORS The undersigned Respondent hereby designates, as follows, all major subcontractors whom they propose to utilize for the major areas of work for the services. The Respondent is further notified that all subcontractors shall be properly licensed, bondable, and shall be required to furnish the City with a Certificate of Insurance in accordance with the contract general conditions. Failure to furnish this information shall be grounds for rejection of the Respondent’s RFQ submission. (If no subcontractors are proposed, state “None” on first line below.) Subcontractor Name & Address Scope of Work License Number Firm: Authorized Signature: Date: Print or Type Name: Title: 45 of 53 50 FORM 8 REFERENCE LIST IN ADDITION TO THE INFORMATION REQUIRED ON THIS FORM, RESPONDENT SHALL PROVIDE A MINIMUM OF THREE REFERENCE LETTERS. REFERENCE #1 Public Entity Name: Reference Contact Person/Title/Department: Contact Number & Email Public Entity Size/Number of Residents/Square Mileage: Event(s) Completed (include Name of Project/Event, Date of Event Start/Completion, Details on Size/Scope of Work/Complexity) Is the Contract still Active? Yes No 46 of 53 51 REFERENCE #2 Public Entity Name: Reference Contact Person/Title/Department: Contact Number & Email Public Entity Size/Number of Residents/Square Mileage: Event(s) Completed (include Name of Project/Event, Date of Event Start/Completion, Details on Size/Scope of Work/Complexity) Is the Contract still Active? Yes No 47 of 53 52 REFERENCE #3 Public Entity Name: Reference Contact Person/Title/Department: Contact Number & Email Public Entity Size/Number of Residents/Square Mileage: Event(s) Completed (include Name of Project/Event, Date of Event Start/Completion, Details on Size/Scope of Work/Complexity) Is the Contract still Active? Yes No END OF SECTION 4 48 of 53 53 ATTACHMENT A SAMPLE DEVELOPMENT AGREEMENT [TO BE DETERMINED] 49 of 53 54 ATTACHMENT B DECLARATION/AFFIDAVIT OF REPRESENTATION This Affidavit is not required for compliance with the City’s Solicitation; however, it may be used to avoid the need to register members of your presentation team as lobbyists. Pursuant to City Ordinance 28 -14- 2206 (c)(9), any person who appears as a representative for an individual or firm for an oral presentation before a City certification, evaluation, selection, technical review, or similar committee, must list on an affidavit provided by the City staff, all individuals who may make a presentation. The Affidavit must be filed by with the City Clerk's office at the time a response, bid, or proposal is submitted to the City. For the purpose of this solicitation only, the members listed for the presentation team, with the exception of any person otherwise required to register as a lobbyist, shall not be required to pay any registration fees. No person may appear before any committee on behalf of an anyone unless he or she has been listed as part of the firm's presentation team pursuant to this Affidavit or unless he or she is registered with the City Clerk's office as a lobbyist and has paid all applicable lobbyist registration fees. Pursuant to Section 92.525(2), Florida Statutes, the undersigned, ________________, makes the following declaration under penalties of perjury: Listed below are all individuals who may make a presentation on behalf of the entity that the affiant represents. NAME TITLE Under penalties of perjury, I declare that I have read the foregoing declaration and that the facts stated in it are true and specifically, that the persons listed above are the members of the presentation team of the entity listed below. 50 of 53 55 ATTACHMENT C BID PROTEST PROCEDURES The following procedures will be used for resolution of protested solicitations and awards. The word “bid”, as well as all of its derivations, means a response to a solicitation, including requests for proposals, requests for a letter of interest and requests for qualifications. i. Notice of Intent to Protest. Any actual or prospective bidder who perceives itself to be aggrieved in connection with any formal solicitation or who intends to contest or object to any bid specifications or any bid solicitation shall file a written notice of intent to file a protest with the City Clerk’s office within three calendar days prior to the date set for opening of bids. A notice of intent to file a protest is considered filed when received by the City Clerk’s office by e-mail or, if hand delivered, when stamped with the City Clerk’s receipt stamp containing the date and time of receipt of a notice of intent to file a protest. Any actual responsive and responsible bidder who perceives itself to be aggrieved in connection with the recommended award of a contract and who wishes to protest the award, shall file a written notice of intent to file a protest with the City Clerk’s office within three calendar days after the City Commission meeting at which the recommendation is considered for action. A notice of intent to file a protest is considered filed when received by the City Clerk’s office by e-mail or, if hand delivered, when stamped with the City Clerk’s receipt stamp containing the date and time of receipt. ii. Protest of solicitation. A protest of the solicitation or award must be in writing (“Protest Letter”) and submitted to the City Clerk’s office within five calendar days after the date of the filing of the notice of intent to file a protest. The Protest Letter is considered filed when the Protest Letter and the required filing fee of $1,000 are both timely received by the City Clerk’s office. In order for the Protest Letter and filing fee to be considered timely delivered by hand delivery, the date stamp of the Clerk’s office must appear on the original Protest Letter and/or a copy of the Protest Letter and the date stamp must also appear on a copy of the check issued for the payment of the filing fee, or, if payment is made in cash, a receipt must be issued by the Clerk’s office reflecting the date of receipt of the payment. While the Clerk may accept the Protest Letter by email, the Protest Letter shall not be considered to be timely received until and unless the required filing fee of $1,000 is received by the City Clerk’s office and, if payment is in cash, a receipt is issued with the date of the receipt of payment, or if payment is by check, a copy of the check is stamped by the Clerk with the date stamp of the Clerk’s office showing the date of receipt. The Protest Letter shall state with particularity the specific facts and law upon which the protest is based, it shall describe and attach all pertinent documents and evidence relevant and material to the protest and it shall be accompanied by any required filing. The basis for review of the protest shall be the documents and other evidence described in and attached to the Protest Letter and no facts, grounds, documentation, or other evidence not specifically described in and attached to the Protest Letter at the time of its filing shall be permitted or considered in support of the protest. iii. Computation of time. No time will be added to the above time limits for service by mail. The last day of the period so computed shall be included unless it is a Saturday, Sunday, or legal holiday in which event the period shall run until the next day which is not a Saturday, Sunday, or legal holiday. iv. Challenges. The written protest may not challenge the relative weight of the evaluation criteria or any formula used for assigning points in making an award determination, nor shall it challenge the City’s determination of what is in the City’s best interest which is one of the criteria for selecting a bidder whose offer may not be the lowest bid price. v. Authority to resolve protests. The Purchasing Manager, after consultation with the City Attorney, shall issue a written recommendation within ten calendar days after receipt of a valid Protest Letter. Said recommendation shall be sent to the City Manager with a copy sent to the protesting party. The City Manager may then, submit a recommendation to the City Commission for approval or disapproval of the protest, resolve the protest without submission to the City Commission, or reject all proposals. vi. Stay of procurement during protests. Upon receipt of a timely, proper and valid Protest Letter filed pursuant to the requirements of this section, the City shall not proceed further with the solicitation or with the award or execution of the contract until the protest is resolved by the City Manager or 51 of 53 56 the City Commission as provided in subsection (e) above, unless the City Manager makes a written determination that the solicitation process or the contract award must be continued without delay in order to avoid potential harm to the health, safety, or welfare of the public or to protect substantial interests of the City or to prevent youth athletic teams from effectively missing a playing season. 52 of 53 57 END OF DOCUMENT 53 of 53 58 Tabulation Sheet Agency Name City of South Miami Bid Number RFQ-RFQ No. CSM2024-01-0-2024/SK Bid Name SOUTH MIAMI CITY HALL REDEVELOPMENT PROJECT Bid Due Date 03/25/2024 10:00:00 Eastern Bid Opening Closed 5 responses found.online, offline, not submitting, not received Company Responded Address Bid Amount Alt Bid Amount Declared Attributes Documents Sent Complete 1 .13th Floor Investments 03/22/2024 19:01:14 Eastern 2850 Tigertail , Miami, FL, 33133 $0.0000 0.0000 Bidding Document 2 .Adler Development 03/25/2024 09:43:31 Eastern 3800 NE 1st Ave, Suite 300, Miami, FL, 33137 $0.0000 0.0000 Bidding Document 3 .Integra 03/22/2024 21:30:32 Eastern 150 SE 2nd Ave, Suite 800, Miami, FL, 33131 $0.0000 0.0000 Bidding Document 4 .RUDG, LLC 03/24/2024 22:10:36 Eastern 2850 Tigertail Avenue, Suite 800, Miami, FL, 33133 $0.0000 0.0000 Bidding Document 5 . Saltz Michelson Architects, Inc. 03/25/2024 04:36:44 Eastern 3501 Griffin Road, Fort Lauderdale, FL, 33312 $0.0000 0.0000 Small Business Bidding Document 59 RESPONDENT A. RIVEROL S. FRAGA- LOPEZ Q. POUGH TOTAL RANK RUDG (RELATED)100 99 100 299 1 13TH FLOOR INVESTMENTS 100 98 95 293 2 ADLER DEVELOPMENT 96 84 100 280 3 INTEGRA SOLUTIONS 95 76 90 261 4 SALTZ MICHELSON 88 77 95 260 5 CITY HALL REDEVELOPMENT PROJECT SELECTION COMMITTEE SCORING & RANK March 29, 2024 EVALUATION SCORING SHEET SUMMARY 60 61THE CITY OF PLEJ\5t\l'-T LIVING Evaluation Scoring Sheet Procurement Division 6130 Sunset Drive South Miami, Florida 33 143 (305) 663-6339 www.southmiamifl.gov RFQ Title: SOUTH MIAMI CITY HALL REDEVELOPMENT PROJECT RFQ No.: CSM No. 2024-0 I DIRECTIONS: Please score each firm, for each specific criteria provided. Scoring is based on each criteria listed below with a maximum score for each criteria. The total score for each proposer is calculated by adding each criteria for a total score by proposer. The maximum score total score for each proposer is I 00 points . ·~··, J: '-"1,---,_70 ... ,~ .~ ll i Ct:'iteria: ADLER SAL'itZ-13~t.'t I ,, I IN~EGRA ' Rl::JDG IDE'Y. ~ICt:iELSON ' FIL.OOR REL~if'ED I Qualifications/Experience of the Respondent and Team To include years of experience, ability, capacity and skill, accomplishments and reputation, and adequacy of personnel to perform (including ability to timely perform) similar projects, including )3 ~1-I. specifically projects that are Jc; ').)O ?JO specified in Sec. 1.7.5.6 of this RFQ. Resumes or biographies and an organizational chart of the proposed team members, including identification of each team member's area of responsibility, expertise, experience, and the extent of their availability. Maximum Points: 30 Past Performance and Client References Experience and background of principals in providing similar development services and past projects, including, but not limited )q 29 )0 3D 2. to, familiarity with local, state, and 27 federal regulatory agency procedures and requirements. Preference will be provided to Respondent's providing proof of past performance for similar governmental projects. Maximum Points: 30 Page 1 of 2 623. 4. Project Approach Respondent's understanding of the City's needs, local conditions, goals, and objectives. Maximum Points: 20 Financial Stability and Financing Ability Information that demonstrates that the Respondent possesses the financial resources and experience to design, finance, construct, operate and maintain operations of a major multi-component, mixed-use development, including recent. relationships with capital and/or financing sources needed to develop the Project. Maximum Points: 20 Interview Score; Max 25 Points: Total Score: :lo ?-,0 20 1D 10 2D \~ \~ (J--0 l ~ 0 0 D oo \00 Date:~2~ Page 2 of 2 63) THE CITY OF PLEASANT LIVING Evaluation Scoring Sheet Procurement Division 6130 Sunset Drive South Miami, Florida 33143 (305) 663-6339 www.southmiamifl.gov RFQ Title: SOUTH MIAMI CITY HALL REDEVELOPMENT PROJECT RFQ No.: CSM No. 2024-0 I DIRECTIONS: Please score each firm, for each specific criteria provided. Scoring is based on each criteria listed below with a maximum score for each criteria. The total score for each proposer is calculated by adding each criteria for a total score by proposer. The maximum score total score for each proposer is I 00 points. I. 2. Criteria Qualifications/Experience of the Respondent and Team To include years of experience, ability, capacity and skill, accomplishments and reputation, and adequacy of personnel to perform (including ability to timely perform) similar projects, including specifically projects that are specified in Sec. 1.7.5.6 of this RFQ. Resumes or biographies and an organizational chart of the proposed team members, including identification of each team member's area of responsibility, expertise, experience, and the extent of their availability. Maximum Points: 30 Past Performance and Client References Experience and background of principals in providing similar development services and past projects, including, but not limited to, familiarity with local, state, and federal regulatory agency procedures and requirements. Preference will be provided to Respondent's providing proof of past performance for similar governmental projects. Maximum Points: 30 ADLER DEV. INTEGRA Page 1 of 2 SALTZ-MICHELSON IJTH FLOOR RUDG RELATED so 64 ,. 3. 4. Project Approach Respondent's understanding of the City's needs, local conditions, goals, and objectives. Maximum Points: 20 Financial Stability and Financing Ability Information that demonstrates that the Respondent possesses the financial resources and experience to design, finance, construct, operate and maintain operations of a major multi-component, mixed-use development, including recent. relationships with capital and/or financing sources needed to develop the Project. Maximum Points: 20 Interview Score; Max 25 Points: Total Score: Reviewed by: 70 -z_o 20 zo ?o zo 2-0 20 20 z_o /00 )00 Date: (Signature) Page 2 of 2 65n IL CITY or l'LLASANT LIVING Evaluation Scoring Sheet Procurement Division 6130 Sunset Drive South Miami, Florida 33143 (305) 663-6339 www.southmiamifl.gov RFQ Title: SOUTH MIAMI CITY HALL REDEVELOPMENT PROJECT RFQ No.: CSM No. 2024-0 I DIRECTIONS: Please score each firm, for each specific criteria provided. Scoring is based on each criteria listed below with a maximum score for each criteria. The total score for each i;,roposer is calculated by adding each criteria for a total score by proposer. The maximum score total score for each proposer is I 00 points. Criteria ADLER 11 INTEGRA SALTZ-13TH RUDG DEV. MICHELSON FLOOR RELATED Qualifications/Experience of the Respondent and Team To include years of experience, ability, capacity and skill, accomplishments and reputation, and adequacy of personnel to perform (including ability to timely perform) similar projects, including I. specifically projects that are specified in Sec. 1.7.5.6 of this RFQ. Resumes or biographies and an organizational chart of the proposed team members, including identification of each team member's area of responsibility, expertise, experience, and the extent of their availability. d-'1 s/ Maximum Points: 30 ~5 ...1J.. J.3 -~ Past Performance and Client References Experience and background of principals in providing similar development services and past projects, including, but not limited 2. to, familiarity with local, state, and federal regulatory agency procedures and requirements. Preference will be provided to Respondent's providing proof of past performance for similar governmental projects. Maximum Points: 30 d-.5 ~.;i. ..20 30 ?ID Page 1 of 2 663. 4. Project Approach Respondent's understanding of the City's needs, local conditions, goals, and objectives. Maximum Points: 20 \ Financial Stability and Financing Ability Information that demonstrates that the Respondent possesses the financial resources and experience to design, finance, construct, operate and maintain operations of a major multi-component, mixed-use development, including recent. relationships with capital and/or financing sources needed to develop the Project. Maximum Points: 20 Interview Score; Max 25 Points: Total Score: Reviewed by: 0 71 Page 2 of 2 D 0 q Date: 3 /;)'f /4.c/ 1 I 3/28/24, 10:53 AM Detail by Entity Name https://search.sunbiz.org/Inquiry/CorporationSearch/SearchResultDetail?inquirytype=EntityName&directionType=Initial&searchNameOrder=13THFLO…1/2 Document Number FEI/EIN Number Date Filed State Status Department of State / Division of Corporations / Search Records / Search by Entity Name / Detail by Entity Name Florida Limited Liability Company 13TH FLOOR INVESTMENTS, LLC Filing Information L04000020710 20-0887954 03/17/2004 FL ACTIVE Principal Address 2850 TIGERTAIL AVENUE SUITE 701 MIAMI, FL 33133 Changed: 09/08/2021 Mailing Address 2850 TIGERTAIL AVENUE SUITE 701 MIAMI, FL 33133 Changed: 09/08/2021 Registered Agent Name & Address KARSENTI, ARNAUD 2850 TIGERTAIL AVENUE SUITE 701 MIAMI, FL 33133 Name Changed: 01/11/2011 Address Changed: 04/20/2022 Authorized Person(s) Detail Name & Address Title MGRM KARSENTI, ARNAUD P 2850 TIGERTAIL AVENUE SUITE 701 D C Florida Department of State 67 3/28/24, 10:53 AM Detail by Entity Name https://search.sunbiz.org/Inquiry/CorporationSearch/SearchResultDetail?inquirytype=EntityName&directionType=Initial&searchNameOrder=13THFLO…2/2 MIAMI, FL 33133 Annual Reports Report Year Filed Date 2021 04/28/2021 2022 04/20/2022 2023 04/21/2023 Document Images 04/21/2023 -- ANNUAL REPORT View image in PDF format 04/20/2022 -- ANNUAL REPORT View image in PDF format 04/28/2021 -- ANNUAL REPORT View image in PDF format 06/04/2020 -- ANNUAL REPORT View image in PDF format 04/16/2019 -- ANNUAL REPORT View image in PDF format 04/06/2018 -- ANNUAL REPORT View image in PDF format 04/18/2017 -- ANNUAL REPORT View image in PDF format 04/15/2016 -- ANNUAL REPORT View image in PDF format 04/06/2015 -- ANNUAL REPORT View image in PDF format 04/02/2014 -- ANNUAL REPORT View image in PDF format 01/07/2013 -- ANNUAL REPORT View image in PDF format 01/10/2012 -- ANNUAL REPORT View image in PDF format 01/11/2011 -- ANNUAL REPORT View image in PDF format 02/16/2010 -- ANNUAL REPORT View image in PDF format 03/27/2009 -- ANNUAL REPORT View image in PDF format 04/25/2008 -- ANNUAL REPORT View image in PDF format 05/03/2007 -- ANNUAL REPORT View image in PDF format 05/03/2006 -- ANNUAL REPORT View image in PDF format 06/20/2005 -- ANNUAL REPORT View image in PDF format 03/18/2004 -- Florida Limited Liability View image in PDF format Florida Department of State, Division of Corporations 68 2850 TIGERTAIL AVENUE SUITE 701 MIAMI, FL 33133 Current Principal Place of Business: Current Mailing Address: 2850 TIGERTAIL AVENUE SUITE 701 MIAMI, FL 33133 US Entity Name: 13TH FLOOR INVESTMENTS, LLC DOCUMENT# L04000020710 FEI Number: 20-0887954 Certificate of Status Desired: Name and Address of Current Registered Agent: KARSENTI, ARNAUD 2850 TIGERTAIL AVENUE SUITE 701 MIAMI, FL 33133 US The above named entity submits this statement for the purpose of changing its registered office or registered agent, or both, in the State of Florida. SIGNATURE: Electronic Signature of Registered Agent Date Authorized Person(s) Detail : I hereby certify that the information indicated on this report or supplemental report is true and accurate and that my electronic signature shall have the same legal effect as if made under oath; that I am a managing member or manager of the limited liability company or the receiver or trustee empowered to execute this report as required by Chapter 605, Florida Statutes; and that my name appears above, or on an attachment with all other like empowered. SIGNATURE: Electronic Signature of Signing Authorized Person(s) Detail Date FILED Apr 21, 2023 Secretary of State 3419983013CC ARNAUD KARSENTI MANAGER 04/21/2023 2023 FLORIDA LIMITED LIABILITY COMPANY ANNUAL REPORT No Title MGRM Name KARSENTI, ARNAUD P Address 2850 TIGERTAIL AVENUE SUITE 701 City-State-Zip:MIAMI FL 33133 69 3/28/24, 10:56 AM Detail by Entity Name https://search.sunbiz.org/Inquiry/CorporationSearch/SearchResultDetail?inquirytype=EntityName&directionType=Initial&searchNameOrder=ADLERD…1/2 Document Number FEI/EIN Number Date Filed State Status Last Event Event Date Filed Event Effective Date Department of State / Division of Corporations / Search Records / Search by Entity Name / Detail by Entity Name Florida Limited Liability Company ADLER DEVELOPMENT, LLC Filing Information L13000008934 46-1988233 01/17/2013 FL ACTIVE LC AMENDMENT 04/26/2023 NONE Principal Address 9050 Pines Boulevard Suite 101 Pembroke Pines, FL 33024 Changed: 01/11/2024 Mailing Address 9050 Pines Boulevard Suite 101 Pembroke Pines, FL 33024 Changed: 01/11/2024 Registered Agent Name & Address Adler RA, LLC 9050 Pines Boulevard Suite 101 Pembroke Pines, FL 33024 Name Changed: 04/10/2017 Address Changed: 01/11/2024 Authorized Person(s) Detail Name & Address Title MGR D C Florida Department of State 70 3/28/24, 10:56 AM Detail by Entity Name https://search.sunbiz.org/Inquiry/CorporationSearch/SearchResultDetail?inquirytype=EntityName&directionType=Initial&searchNameOrder=ADLERD…2/2 ADLER DEVELOPMENT MANAGEMENT, LLC 9050 PINES BLVD, STE 101 PEMBROKE PINES, FL 33024 Annual Reports Report Year Filed Date 2022 02/27/2022 2023 03/08/2023 2024 01/11/2024 Document Images 01/11/2024 -- ANNUAL REPORT View image in PDF format 04/26/2023 -- LC Amendment View image in PDF format 03/08/2023 -- ANNUAL REPORT View image in PDF format 02/27/2022 -- ANNUAL REPORT View image in PDF format 04/08/2021 -- ANNUAL REPORT View image in PDF format 02/23/2020 -- ANNUAL REPORT View image in PDF format 02/01/2019 -- ANNUAL REPORT View image in PDF format 03/13/2018 -- ANNUAL REPORT View image in PDF format 04/10/2017 -- ANNUAL REPORT View image in PDF format 01/25/2016 -- ANNUAL REPORT View image in PDF format 03/23/2015 -- ANNUAL REPORT View image in PDF format 04/29/2014 -- ANNUAL REPORT View image in PDF format 01/17/2013 -- Florida Limited Liability View image in PDF format Florida Department of State, Division of Corporations 71 9050 PINES BOULEVARD SUITE 101 PEMBROKE PINES, FL 33024 Current Principal Place of Business: Current Mailing Address: 9050 PINES BOULEVARD SUITE 101 PEMBROKE PINES, FL 33024 US Entity Name: ADLER DEVELOPMENT, LLC DOCUMENT# L13000008934 FEI Number: 46-1988233 Certificate of Status Desired: Name and Address of Current Registered Agent: ADLER RA, LLC 9050 PINES BOULEVARD SUITE 101 PEMBROKE PINES, FL 33024 US The above named entity submits this statement for the purpose of changing its registered office or registered agent, or both, in the State of Florida. SIGNATURE: Electronic Signature of Registered Agent Date Authorized Person(s) Detail : I hereby certify that the information indicated on this report or supplemental report is true and accurate and that my electronic signature shall have the same legal effect as if made under oath; that I am a managing member or manager of the limited liability company or the receiver or trustee empowered to execute this report as required by Chapter 605, Florida Statutes; and that my name appears above, or on an attachment with all other like empowered. SIGNATURE: Electronic Signature of Signing Authorized Person(s) Detail Date TINA SPANO FILED Jan 11, 2024 Secretary of State 7439216195CC TINA SPANO VP 01/11/2024 2024 FLORIDA LIMITED LIABILITY COMPANY ANNUAL REPORT No 01/11/2024 Title MGR Name ADLER DEVELOPMENT MANAGEMENT, LLC Address 9050 PINES BLVD, STE 101 City-State-Zip:PEMBROKE PINES FL 33024 72 3/28/24, 10:59 AM Detail by Entity Name https://search.sunbiz.org/Inquiry/CorporationSearch/SearchResultDetail?inquirytype=EntityName&directionType=Initial&searchNameOrder=INTEGRA…1/3 Document Number FEI/EIN Number Date Filed State Status Department of State / Division of Corporations / Search Records / Search by Entity Name / Detail by Entity Name Florida Limited Liability Company INTEGRA SOLUTIONS LLC Filing Information L05000112285 20-3844303 11/21/2005 FL ACTIVE Principal Address 150 SE 2ND AVE SUITE 800 MIAMI, FL 33131 Changed: 04/15/2013 Mailing Address 150 SE 2ND AVE SUITE 800 MIAMI, FL 33131 Changed: 04/15/2013 Registered Agent Name & Address MELO, PAULO 150 SE 2ND AVE SUITE 800 MIAMI, FL 33131 Name Changed: 03/24/2006 Address Changed: 04/15/2013 Authorized Person(s) Detail Name & Address Title MGR MELO, PAULO 150 SE 2ND AVE SUITE 800 D C Florida Department of State 73 3/28/24, 10:59 AM Detail by Entity Name https://search.sunbiz.org/Inquiry/CorporationSearch/SearchResultDetail?inquirytype=EntityName&directionType=Initial&searchNameOrder=INTEGRA…2/3 MIAMI, FL 33131 Title MGR Ballestas, Victor 150 SE 2ND AVE SUITE 800 MIAMI, FL 33131 Title MGR Stabile, Nelson 150 SE 2ND AVE SUITE 800 MIAMI, FL 33131 Annual Reports Report Year Filed Date 2021 02/23/2021 2022 02/16/2022 2023 04/20/2023 Document Images 04/20/2023 -- ANNUAL REPORT View image in PDF format 02/16/2022 -- ANNUAL REPORT View image in PDF format 02/23/2021 -- ANNUAL REPORT View image in PDF format 02/07/2020 -- ANNUAL REPORT View image in PDF format 04/29/2019 -- ANNUAL REPORT View image in PDF format 01/22/2018 -- ANNUAL REPORT View image in PDF format 04/14/2017 -- ANNUAL REPORT View image in PDF format 03/28/2016 -- ANNUAL REPORT View image in PDF format 03/24/2015 -- ANNUAL REPORT View image in PDF format 09/03/2014 -- AMENDED ANNUAL REPORT View image in PDF format 03/26/2014 -- ANNUAL REPORT View image in PDF format 04/15/2013 -- ANNUAL REPORT View image in PDF format 03/01/2012 -- ANNUAL REPORT View image in PDF format 02/16/2011 -- ANNUAL REPORT View image in PDF format 03/30/2010 -- ANNUAL REPORT View image in PDF format 05/03/2009 -- ANNUAL REPORT View image in PDF format 02/25/2008 -- ANNUAL REPORT View image in PDF format 02/28/2007 -- ANNUAL REPORT View image in PDF format 03/24/2006 -- ANNUAL REPORT View image in PDF format 11/21/2005 -- Florida Limited Liabilites View image in PDF format 74 150 SE 2ND AVE SUITE 800 MIAMI, FL 33131 Current Principal Place of Business: Current Mailing Address: 150 SE 2ND AVE SUITE 800 MIAMI, FL 33131 US Entity Name: INTEGRA SOLUTIONS LLC DOCUMENT# L05000112285 FEI Number: 20-3844303 Certificate of Status Desired: Name and Address of Current Registered Agent: MELO, PAULO 150 SE 2ND AVE SUITE 800 MIAMI, FL 33131 US The above named entity submits this statement for the purpose of changing its registered office or registered agent, or both, in the State of Florida. SIGNATURE: Electronic Signature of Registered Agent Date Authorized Person(s) Detail : I hereby certify that the information indicated on this report or supplemental report is true and accurate and that my electronic signature shall have the same legal effect as if made under oath; that I am a managing member or manager of the limited liability company or the receiver or trustee empowered to execute this report as required by Chapter 605, Florida Statutes; and that my name appears above, or on an attachment with all other like empowered. SIGNATURE: Electronic Signature of Signing Authorized Person(s) Detail Date FILED Apr 20, 2023 Secretary of State 1296532298CC NELSON STABILE MANAGER 04/20/2023 2023 FLORIDA LIMITED LIABILITY COMPANY ANNUAL REPORT No Title MGR Name MELO, PAULO Address 150 SE 2ND AVE SUITE 800 City-State-Zip:MIAMI FL 33131 Title MGR Name STABILE, NELSON Address 150 SE 2ND AVE SUITE 800 City-State-Zip:MIAMI FL 33131 Title MGR Name BALLESTAS, VICTOR Address 150 SE 2ND AVE SUITE 800 City-State-Zip:MIAMI FL 33131 75 3/28/24, 11:01 AM Detail by Entity Name https://search.sunbiz.org/Inquiry/CorporationSearch/SearchResultDetail?inquirytype=EntityName&directionType=Initial&searchNameOrder=RUDG L0…1/3 Document Number FEI/EIN Number Date Filed Effective Date State Status Last Event Event Date Filed Event Effective Date Department of State / Division of Corporations / Search Records / Search by Entity Name / Detail by Entity Name Florida Limited Liability Company RUDG, LLC Filing Information L09000039350 26-4746665 04/23/2009 04/23/2009 FL ACTIVE LC AMENDMENT 08/30/2012 NONE Principal Address 2850 Tigertail Ave, Suite 800 MIAMI, FL 33133 Changed: 02/23/2022 Mailing Address 2850 Tigertail Ave, Suite 800 MIAMI, FL 33133 Changed: 02/23/2022 Registered Agent Name & Address CORPORATE CREATIONS NETWORK, INC. 801 US Highway 1 North Palm Beach, FL 33408 Address Changed: 01/24/2020 Authorized Person(s) Detail Name & Address Title MGR PRH AFFORDABLE INVESTMENTS, LLC 2850 Tigertail Ave, Suite 800 MIAMI, FL 33133 D C Florida Department of State 76 3/28/24, 11:01 AM Detail by Entity Name https://search.sunbiz.org/Inquiry/CorporationSearch/SearchResultDetail?inquirytype=EntityName&directionType=Initial&searchNameOrder=RUDG L0…2/3 Title Chairman, CEO PEREZ, JORGE M. 2850 Tigertail Ave, Suite 800 MIAMI, FL 33133 Title VP ALLEN, MATTHEW J. 2850 Tigertail Ave, Suite 800 MIAMI, FL 33133 Title President MILO, JR., ALBERTO 2850 Tigertail Ave, Suite 800 MIAMI, FL 33133 Title VP DEL POZZO, Tony 2850 Tigertail Ave, Suite 800 MIAMI, FL 33133 Title VP Perez, Jon Paul 2850 Tigertail Ave, Suite 800 MIAMI, FL 33133 Title VP, Treasurer, Secretary Gerber, Ben 2850 Tigertail Ave, Suite 800 MIAMI, FL 33133 Annual Reports Report Year Filed Date 2022 02/23/2022 2023 03/08/2023 2024 03/11/2024 Document Images 03/11/2024 -- ANNUAL REPORT View image in PDF format 03/08/2023 -- ANNUAL REPORT View image in PDF format 02/23/2022 -- ANNUAL REPORT View image in PDF format 02/17/2021 -- ANNUAL REPORT View image in PDF format 03/09/2020 -- AMENDED ANNUAL REPORT View image in PDF format 01/24/2020 -- ANNUAL REPORT View image in PDF format 77 3/28/24, 11:01 AM Detail by Entity Name https://search.sunbiz.org/Inquiry/CorporationSearch/SearchResultDetail?inquirytype=EntityName&directionType=Initial&searchNameOrder=RUDG L0…3/3 04/01/2019 -- ANNUAL REPORT View image in PDF format 01/12/2018 -- ANNUAL REPORT View image in PDF format 01/19/2017 -- ANNUAL REPORT View image in PDF format 03/28/2016 -- ANNUAL REPORT View image in PDF format 01/22/2015 -- ANNUAL REPORT View image in PDF format 03/06/2014 -- ANNUAL REPORT View image in PDF format 03/04/2013 -- ANNUAL REPORT View image in PDF format 08/30/2012 -- LC Amendment View image in PDF format 03/29/2012 -- ANNUAL REPORT View image in PDF format 04/12/2011 -- ANNUAL REPORT View image in PDF format 12/14/2010 -- ANNUAL REPORT View image in PDF format 02/24/2010 -- ANNUAL REPORT View image in PDF format 04/23/2009 -- Florida Limited Liability View image in PDF format Florida Department of State, Division of Corporations 78 2850 TIGERTAIL AVE, SUITE 800 MIAMI, FL 33133 Current Principal Place of Business: Current Mailing Address: 2850 TIGERTAIL AVE, SUITE 800 MIAMI, FL 33133 US Entity Name: RUDG, LLC DOCUMENT# L09000039350 FEI Number: 26-4746665 Certificate of Status Desired: Name and Address of Current Registered Agent: CORPORATE CREATIONS NETWORK, INC. 801 US HIGHWAY 1 NORTH PALM BEACH, FL 33408 US The above named entity submits this statement for the purpose of changing its registered office or registered agent, or both, in the State of Florida. SIGNATURE: Electronic Signature of Registered Agent Date Authorized Person(s) Detail : I hereby certify that the information indicated on this report or supplemental report is true and accurate and that my electronic signature shall have the same legal effect as if made under oath; that I am a managing member or manager of the limited liability company or the receiver or trustee empowered to execute this report as required by Chapter 605, Florida Statutes; and that my name appears above, or on an attachment with all other like empowered. SIGNATURE: Electronic Signature of Signing Authorized Person(s) Detail Date FILED Mar 11, 2024 Secretary of State 5953324493CC ALBERTO MILO, JR PRESIDENT, BY JOHN DUEMIG, ATTORNEY IN FACT 03/11/2024 2024 FLORIDA LIMITED LIABILITY COMPANY ANNUAL REPORT No Title MGR Name PRH AFFORDABLE INVESTMENTS, LLC Address 2850 TIGERTAIL AVE, SUITE 800 City-State-Zip:MIAMI FL 33133 Title VP Name ALLEN, MATTHEW J. Address 2850 TIGERTAIL AVE, SUITE 800 City-State-Zip:MIAMI FL 33133 Title VP Name DEL POZZO, TONY Address 2850 TIGERTAIL AVE, SUITE 800 City-State-Zip:MIAMI FL 33133 Title VP, TREASURER, SECRETARY Name GERBER, BEN Address 2850 TIGERTAIL AVE, SUITE 800 City-State-Zip:MIAMI FL 33133 Title CHAIRMAN, CEO Name PEREZ, JORGE M. Address 2850 TIGERTAIL AVE, SUITE 800 City-State-Zip:MIAMI FL 33133 Title PRESIDENT Name MILO, JR., ALBERTO Address 2850 TIGERTAIL AVE, SUITE 800 City-State-Zip:MIAMI FL 33133 Title VP Name PEREZ, JON PAUL Address 2850 TIGERTAIL AVE, SUITE 800 City-State-Zip:MIAMI FL 33133 79 3/28/24, 11:03 AM Detail by Entity Name https://search.sunbiz.org/Inquiry/CorporationSearch/SearchResultDetail?inquirytype=EntityName&directionType=Initial&searchNameOrder=SALTZMI…1/3 Document Number FEI/EIN Number Date Filed State Status Last Event Event Date Filed Event Effective Date Department of State / Division of Corporations / Search Records / Search by Entity Name / Detail by Entity Name Florida Profit Corporation SALTZ MICHELSON ARCHITECTS, INC. Filing Information P96000091528 59-2012166 11/07/1996 FL ACTIVE AMENDED AND RESTATED ARTICLES 03/31/2017 NONE Principal Address 3501 GRIFFIN RD FORT LAUDERDALE, FL 33312 Changed: 02/20/2000 Mailing Address 3501 GRIFFIN RD FORT LAUDERDALE, FL 33312 Changed: 02/20/2000 Registered Agent Name & Address MICHELSON, CHARLES 3501 GRIFFIN RD FORT LAUDERDALE, FL 33312 Name Changed: 01/03/2018 Officer/Director Detail Name & Address Title PRES, Treasurer MICHELSON, CHARLES 3501 GRIFFIN RD FORT LAUDERDALE, FL 33312 D C Florida Department of State 80 3/28/24, 11:03 AM Detail by Entity Name https://search.sunbiz.org/Inquiry/CorporationSearch/SearchResultDetail?inquirytype=EntityName&directionType=Initial&searchNameOrder=SALTZMI…2/3 Title SECR CASTRO, NATALIA 3501 GRIFFIN RD FORT LAUDERDALE, FL 33312 Annual Reports Report Year Filed Date 2022 01/20/2022 2023 01/23/2023 2024 01/04/2024 Document Images 01/04/2024 -- ANNUAL REPORT View image in PDF format 01/23/2023 -- ANNUAL REPORT View image in PDF format 01/20/2022 -- ANNUAL REPORT View image in PDF format 02/06/2021 -- ANNUAL REPORT View image in PDF format 02/26/2020 -- ANNUAL REPORT View image in PDF format 02/07/2019 -- ANNUAL REPORT View image in PDF format 01/03/2018 -- ANNUAL REPORT View image in PDF format 03/31/2017 -- Amended and Restated Articles View image in PDF format 01/06/2017 -- ANNUAL REPORT View image in PDF format 01/19/2016 -- ANNUAL REPORT View image in PDF format 01/02/2015 -- ANNUAL REPORT View image in PDF format 02/10/2014 -- ANNUAL REPORT View image in PDF format 02/11/2013 -- ANNUAL REPORT View image in PDF format 01/18/2012 -- ANNUAL REPORT View image in PDF format 01/21/2011 -- ANNUAL REPORT View image in PDF format 02/24/2010 -- ANNUAL REPORT View image in PDF format 01/22/2009 -- ANNUAL REPORT View image in PDF format 01/17/2008 -- ANNUAL REPORT View image in PDF format 02/05/2007 -- ANNUAL REPORT View image in PDF format 03/06/2006 -- ANNUAL REPORT View image in PDF format 02/03/2005 -- ANNUAL REPORT View image in PDF format 02/27/2004 -- ANNUAL REPORT View image in PDF format 04/21/2003 -- ANNUAL REPORT View image in PDF format 03/14/2002 -- ANNUAL REPORT View image in PDF format 08/10/2001 -- Amendment View image in PDF format 04/11/2001 -- ANNUAL REPORT View image in PDF format 02/20/2000 -- ANNUAL REPORT View image in PDF format 03/08/1999 -- ANNUAL REPORT View image in PDF format 05/01/1998 -- ANNUAL REPORT View image in PDF format 06/10/1997 -- ANNUAL REPORT View image in PDF format 11/07/1996 -- DOCUMENTS PRIOR TO 1997 View image in PDF format 81 3501 GRIFFIN RD FORT LAUDERDALE, FL 33312 Current Principal Place of Business: Current Mailing Address: 3501 GRIFFIN RD FORT LAUDERDALE, FL 33312 US Entity Name: SALTZ MICHELSON ARCHITECTS, INC. DOCUMENT# P96000091528 FEI Number: 59-2012166 Certificate of Status Desired: Name and Address of Current Registered Agent: MICHELSON, CHARLES 3501 GRIFFIN RD FORT LAUDERDALE, FL 33312 US The above named entity submits this statement for the purpose of changing its registered office or registered agent, or both, in the State of Florida. SIGNATURE: Electronic Signature of Registered Agent Date Officer/Director Detail : I hereby certify that the information indicated on this report or supplemental report is true and accurate and that my electronic signature shall have the same legal effect as if made under oath; that I am an officer or director of the corporation or the receiver or trustee empowered to execute this report as required by Chapter 607, Florida Statutes; and that my name appears above, or on an attachment with all other like empowered. SIGNATURE: Electronic Signature of Signing Officer/Director Detail Date CHARLES MICHELSON FILED Jan 04, 2024 Secretary of State 0725610245CC CHARLES MICHELSON PRESIDENT 01/04/2024 2024 FLORIDA PROFIT CORPORATION ANNUAL REPORT Yes 01/04/2024 Title PRES, TREASURER Name MICHELSON, CHARLES Address 3501 GRIFFIN RD City-State-Zip:FORT LAUDERDALE FL 33312 Title SECR Name CASTRO, NATALIA Address 3501 GRIFFIN RD City-State-Zip:FORT LAUDERDALE FL 33312 82 SOUTH MIAMI CITY HALL REDEVELOPMENT PROJECT RFP No. CSM 2024-01 13TH FLOOR LINK AT SOUTH MIAMI, LLC 2850 Tigertail Ave Suite 701, Miami, FL 33133 (786) 220-0460 CONTACT: REY MELENDI 786.693.7116 rmelendi@13fi.com 1.7.1. 83 1.7.1 COVER PAGE..........................................01 1.7.2 TABLE OF CONTENTS.................................02 1.7.3 LETTER OF INTENT........................................03 1.7.4 RESPONSE FORM PACKAGE...............................05 1.7.5 RESPONDENT'S QUALIFICATIONS..........................30 1.7.6 PROOF OF EXPERIENCE............................................47 1.7.7 KEY STAFF QUALIFICATIONS........................................50 1.7.8 PAST PERFORMANCE......................................................55 1.7.9 PROJECT APPROACH..........................................................58 1.7.10 FINANCING...........................................................................63 1.7.11 INSURANCE.............................................................................65 1.7.12 SPECIAL CONSIDERATION............................................................67 ATTACHMENTS...............................................................................69 TABLE OF CONTENTS 1.7.2. 84 3 Steven P. Kulick City of South Miami Chief Procurement Officer 6130 Sunset Drive City of South Miami, FL 33143 Re: Response to the City of South Miami, RFQ No. CSM2024-01 for the South Miami City Hall Redevelopment Project. It is with great enthusiasm and a deep sense of responsibility that we submit our response to this RFQ to transform and revitalize the downtown area of South Miami into a vibrant, mixed-use, transit-oriented development. This project is not just another development for us; it's a commitment to our community—a chance to build not just buildings but a legacy that includes a new city hall, library, police station, and public park reflecting our dedication to creating spaces that serve and enhance the community. With almost two decades of experience, our firm, 13th Floor Investments has become a stalwart in pioneering transformative urban projects across South Florida, investing in over 60 projects and delivering more than 5.7 million square feet of diverse real estate. Our journey has been marked by a series of successful Public-Private Partnerships (P3), especially in Transit-Oriented Developments (TODs), where we have worked closely with DTPW to shape Miami-Dade’s transit corridor. Our portfolio, boasting over $1.5 billion in TOD development, stands as a testament to our expertise and commitment to developing projects that not only meet but exceed our community's aspirations. 13th Floor Investments brings to the table a fully integrated development team, equipped with in-house design, architectural, and construction management capabilities. Renowned for our extensive relevant development experience, technical expertise, and robust financial and human resource capacity, 13th Floor Investments is committed to delivering excellence on every project. For this endeavor, we have established a special purpose entity, 13th Floor Link at South Miami, FL, to serve as our Proposer. Our team comprises individual Principles deeply rooted in the community, including ourselves Arnaud Karsenti Managing Principle of 13th Floor and Rey Melendi 13th Floor COO, as well as Chris Korge, and Andrew Korge. Each of us resides within the immediate vicinity of South Miami and is actively engaged in the City and its surrounding areas. Furthermore, the Korge family operates successful businesses within the City of South Miami, underscoring our strong ties and vested interest in the community's prosperity. Our approach is deeply rooted in the principle of creating a double bottom line: projects that are financially successful while building a City we love. The proposed development at 6130 Sunset Drive is a prime example of this philosophy, promising to be a beacon of community engagement, connectivity, and sustainability. Moreover, our specialization in financing projects on long-term ground leases—demonstrated through successful endeavors like Motion at Dadeland and LINK at Douglas—equips us with the unique capability to undertake and excel in the development of the new municipal complex. We are not just developers; we are community members dedicated to the prosperity and well-being of South Miami. Our commitment is to deliver a project that embodies the spirit of the community, enriches the urban fabric, and stands as a model of sustainable and responsible development. 1.7.3 13TH FLOOR LINK AT SOUTH MIAMI, LLC LETTER OF INTENT 85 4 1.7.3 13TH FLOOR LINK AT SOUTH MIAMI, LLC LETTER OF INTENT Through our Public-Private Partnerships (“P3”) we have learned that while what we build is important, how we do it is even more so. That is why we will work collaboratively with the City to craft an execution plan that provides uninterrupted continuity of operations for City and County services during the entire development process. We have a proven ability to work effectively with government and public entities to resolve any conflicts and maximize the value of real estate assets through proactive communication. Our past achievements are a result of our awareness and flexibility to align our vision and scope with our partners for shared success, so everyone wins. 13th Floor and the Korges recognize and appreciate the important responsibility that comes with this opportunity and are committed to ensuring this project is a success for both the County and the local community. We are deeply committed to this project, recognizing its significance for South Miami's future—a future we're eager to help shape alongside you. Our team at 13th Floor Investments, along with the Korges, is poised to embark on this transformative journey. With confidence in our ability to deliver a project that will be a source of pride for South Miami and its residents for generations, we're ready to actualize this vision. With warmest regards, Arnaud Karsenti Rey Melendi Managing Principal Chief Operating Officer 13th Floor Link at South Miami, LLC 13th Floor Link at South Miami, LLC 86 55 1.7.4 RESPONSE FORM PACKAGE 87 6 88 SECTION 4. RESPONSE FORM PACKAGE As provided in the 1TB, the following items must be attached to this Response: FORMS STATUS Form I -Response Form Package Acknowledgement s Form 2A. Respondent's Certification (if Company or Corporation) f!!{ Form 2B. Respondent's Certification (if Partnership) □ Form 3 . Single Execution Affidavits 5l Form 4. Dispute Disclosure 121' Form 5 . Certification Regarding Debarment, Suspension, & Other Responsibility 5l Matters Primary Covered Transactions Form 6. Respondent's Qualifications Survey 5l Form 7. Key Staff and Proposed Subcontractors . 5l Form 8. Reference Li st Eia' ATTACHMENTS This competitive solicitation incorporates the following attachments, which should be reviewed thoroughly and , if appli ca ble , completed prior to submitting a response to this competitive solicitation. The City is attaching the following Attachm ents: Attachment A. Attachment B. Attachment C. Sample Development Agreement / Affidavit of Representation Bid Protest Procedures 27 of53 7 89 FORMl RESPONSE FORM PACKAGE ACKNOWLEDGEMENTS I hereby propose to furnish the goods and services specified in the Request for Qualifications RFQ No. CSM2024-01 I agree that my Response will remain firm for a period of 180 days after opened by the City in order to allow the City adequate time to evaluate the Response. I certify that all information contained in this Response is truthful to the best of my knowledge and belief. I further certify that I am duly authorized to submit this Response on behalf of the Firm named as the Proposing Firm and that said Firm is ready, willing, and able to perform if awarded the Agreement. I further certify, under oath, that this Response is made without prior understanding, agreement, connection, discussion, or collusion with any other person, firm or corporation submitting a Response; no officer, employee or agent of the City of South Miami or any other Respondent has an interest in said Response. Furthermore, I certify that the undersigned executed this Response Form with full knowledge and understanding of matters therein contained and was duly authorized. I further certify that the Respondent acknowledges receipt of all Addenda issued by the City in connection with the RFQ (Check the box next to each addendum received). X Addendum 1 Addendum 6 Addendum2 Addendum 7 Addendum 3 Addendum 8 Addendum4 Addendum 9 Addendum5 Addendum 10 Attached hereto are the following forms/documents which form a part of this Response: 151 Form 1. 151 Form2A. □ Form2B. 151 Form 3. 151 Form 4. 151 Form 5. 151 Form 6. [Sil' Form 7. [Sil' Form 8. Response Form Package Acknowledgement. Respondent's Certification (if Company or Corporation) Respondent's Certification (if Partnership) Single Execution Affidavits Dispute Disclosure Certification Regarding Debarment, Suspension, & Other Responsibility Matters Primary Covered Transactions Respondent's Qualifications Survey Key Staff and Proposed Subcontractors Reference List 28 of 53 8 90 FORMl RESPONSE FORM PACKAGE ACKNOWLEDGEMENTS (CONTINUED) 13TH FLOOR LINK AT SOUTH MIAMI , LLC E & TITLE, TYPED OR PRINTED AILING ADDRESS 2850 TIGERTAIL AVE. SUITE 701. MIAMI , FL 33133 (786 )220 0460 TELEPHONE NUMBER State of Florida County of MIAMI-DADE The foregoing instrument ~as acknowledged before me by means of V physical presence or online notarization , this Z. \ day of y\, r,.,1/'vV\ , 2 , by V.l'-'4 WI « v::::-d"i (name of person) as c, o-tM (type of authority) for n,~ :E\ o:) Y HV\ ~ ___ (name of party on behalf of whom instrument is xe ted). / Nota . Public (Print, Stamp, or Type as U n , Com issioned) ___ Personally known to me; or __ ....,,,Produced identification (Type of Identification: ______________ ) -~V~Did take an oath; or Did not take an oath --- 29 of53 9 91 FORM3 SINGLE EXECUTION AFFIDAVITS nns FORM MUST BE SIGNED AND SWORN TO IN THE PRESENCE OF A NOTARY PUBLIC OR OTHER OFFICIAL AUTHORIZED TO ADMINISTER OATHS. THIS FORM COMBINES SEVERAL AFFIDAVIT STATEMENTS TO BE SWORN TO BY THE RESPONDENT OR RESPONDENT AND NOTARIZED BELOW. IN THE EVENT THE RESPONDENT OR RESPONDENT CANNOT SWEAR TO ANY OF THESE AFFIDAVIT STATEMENTS, THE RESPONDENT OR RESPONDENT IS DEEMED TO BE NON- RESPONSIBLE AND IS NOT ELIGIBLE TO SUBMIT A RESPONSE. THESE SINGLE EXECUTION AFFIDAVITS ARE SUBMITTED TO THE CITY OF SOUTH MIAMI AND ARE STATEMENTS MADE: By: REY MELENDI For (Name of Proposing or Responding Entity): 13TH FLOOR LINK AT SOUTH MIAMI, LLC Whose business address is :_2_8_5_0_T_I_G_E_RT_A_I_L _A_V----'E,_S_U_I_TE_7_0_1 _M_I_A_M_l,_F_L_3_3_1_3_3 ___ _ 99-2050708 And (if applicable) its Federal Employer Identification Number (FEIN) is : _______ _ (if the entity does not have an FEIN, include the Social Security Number of the individual signing this sworn statement. SS#: N/ A --'-------------------'- Americans with Disabilities Act Com pliance Affidavit The above named firm, corporation or organization is in compliance with and agrees to continue to comply with, and assure that any subcontractor, or third party contractor under this project complies with all applicable requirements of the laws listed below including, but not limited to, those provisions pertaining to employment, provision of programs and services, transportation, communications, access to facilities , renovations, and new construction. • The American with Disabilities Act of 1990 (ADA), Pub. L. 101-336, 104 Stat 327, 42 USC 1210112213 and 47 USC Sections 225 and 661 including Title I, Employment; Title II, Public Services; Title III, Public Accommodations and Services Operated by Private entities; Title IV, Telecommunications; and Title V, Miscellaneous Provisions. • The Florida Americans with Disabilities Accessibility Implementation Act of 1993, Section 553.501-553.513, Florida Statutes: • The Rehabilitation Act of 1973, 229 USC Section 794 ; • The Federal Transit Act, as amended 49 USC Section 1612 ; • The Fair Housing Act as amended 42 USC Section 3601-3631. 32 of53 10 92 Public Entity Crimes Affidavit I understand that a "public entity crime" as defined in Paragraph 287.133(1)(g), 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 of the United States, including but not limited to, any bid or contract for goods or services to be provided to any public entity or an agency or political subdivision of any other state or of the United States and involving antitrust, fraud, theft, bribery, collusion, racketeering, conspiracy, or material misrepresentations. I understand that "convicted" or "conviction" as defined in Paragraph 287 .133(1 )(b ), Florida Statutes, means a finding of guilt or a conviction of 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. I understand that an "affiliate" as defined in Paragraph 287.133(1)(a), Florida Statutes, means: I. A predecessor or successor of a person convicted of a public entity crime; or 2. 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. The 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. 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 goods or services let by a public entity, or which otherwise transacts or applies to transact business with a public entity. The term "person" includes those officers, directors, executives , and partners; shareholders, employees, members, and agents who are active in management of an entity. Based on information and belief, the statement, which I have marked below, is true in relations to the entity submitting this sworn statement. (INDICATE WHICH STATEMENT APPLIES.) V Neither the entity submitting this sworn statement, nor any of its officers, directors, executives, partners, shareholders, employees, members, or agents who are active in the management of the entity, nor any affiliate of the entity has been charged with ad convicted of a public entity crime subsequent to July 1, 1989. D 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 . D 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 33 of53 11 93 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 that I am required to inform the public entity prior to into a contract in excess of the threshold amount provided in Section 287.017, Florida Statutes for two of change in the information contained in this form. No Conflict of Interest or Contingent Fee Affidavit es ondent warrants that neither it nor any principal, employee, agent, representative nor family member paid or will pay any fee or consideration that is contingent on the award or execution of a contract ansing out of this solicitation. Respondent also warrants that neither it nor any principal, employee, agent, representative nor family member has procured or attempted to procure this contract in violation of any of the provisions of the Miami-Dade County and City of South Miami conflict of interest or code of ethics ordinances. Further, Respondent acknowledges that any violation of these warrants will result in the termination of the contract and ~ :eirure of funds paid or to be paid to the Respondent should the ResP, ent be selected e performance of this contract. Business Entitv Affidavit ndent hereby recognizes and certifies that no elected official, board member, or employee of the City uth Miami (the " City") shall have a financial interest directly or indirectly in this transaction or any c pensation to be paid under or through this transaction, and further, that no City employee, nor any elected or appointed officer (including City board members) of the City, nor any spouse, parent or child of such employee or elected or appointed officer of the City, may be a partner, officer, director or proprietor of Respondent or Vendor, and further, that no such City employee or elected or appointed officer, or the spouse, parent or child of any of them, alone or in combination, may have a material interest in the Vendor or Respondent. Material interest means direct or indirect ownership of more than 5% of the total assets or capital stock of the Respondent. Any exception to these above described restrictions must be expressly provided by applicable law or ordinance and be confirmed in writing by City. Further, Respondent recognizes that with respect to this transaction or bid, if any Respondent violates or is a party to a violation of the ethics ordinances or rules of the City, the provisions of Miami-Dade County Code Section 2-11.1, as applicable to City, or the provisions of Chapter 112, part III, Fla. Stat., the Code of Ethics for Public Officers and Employees, such Respondent may be disqualified from furnishing the goods or services for which the bid cyf}id is submitted and may be further disqualified from submitting any future bids or Bid for goods or se rv 1c · to City. Anti-Collusion Affidavit Respondent/Respondent has personal knowledge of the matters set forth in its Response and is fully informed respecting the preparation and contents of the attached Response and all pertinent circumstances respecting the Bid; 2. The Response is genuine and is not a collusive or sham Response; and 34 of53 12 94 3. Neither the Respondent/Respondent nor any of its officers, partners, owners, agents, representatives, employees, or parties in interest, including Affiant, has in any way colluded, conspired, connived, or agreed, directly or indirectly with any other Respondent/Respondent, firm, or person to submit a collusive or sham Response, or has in any manner, directly or indirectly, sought by agreement or collusion or communication or conference with any other Respondent/Respondent, firm, or person to fix the price or prices in the attached Response or of any other Respondent/Respondent, or to fix any overhead, profit, or cost element of the Response price or the Response price of any other Respondent/Respondent, or to secure through any collusion, conspiracy, connivance or unlawful greement y advantage against the City or any person interested in the proposed Contract. Scrutinized Com pan y Certification Respondent certifies that it and its subcontractors are not on the Scrutinized Companies that Boycott Israel List. Pursuant to Section 287.135, F.S., the City may immediately terminate the Agreement that may result from this RFQ at its sole option if the Respondent or its subcontractors are found to have submitted a false certification; or if the Respondent, or its subcontractors are placed on the Scrutinized Companies that Boycott Israel List or is engaged in the boycott of Israel during the term of the Agreement. 2. If the Agreement that may result from this RFQ is for more than one million dollars, the Respondent certifies that it and its subcontractors are also not on the Scrutinized Companies with Activities in Sudan, Scrutinized Companies with Activities in the Iran Petroleum Energy Sector List, or engaged with business operations in Cuba or Syria as identified in Section 287.135, F.S. pursuant to Section 287. 135, F.S., the City may immediately terminate the Agreement that may result from this RFQ at its sole option if the Respondent, its affiliates, or its subcontractors are found to have submitted a false certification; or if the Respondent, its affiliates, or its subcontractors are placed on the Scrutinized Companies with Activities in Sudan List, or Scrutinized Companies with Activities in the Iran Petroleum Energy Sector List, or engaged with business operations in Cuba or Syria during the term of the Agreement. 3. The Respondent agrees to observe the above requirements for applicable subcontracts entered into for the performance of work under the Agreement that may result from this RFQ. As provided in Subsection 287 .135(8), F .S., if federal law ceases to authorize the above-stated contracting prohibitions then they shall become inoperative. Drug-Free Workplace Affidavit espondent hereby recognizes that, pursuant to F.S. § 287.087, preference shall be given to businesses with drug-free workplace programs when two responses are equal with respect to price, quality, and service. Respondent understands that in order to qualify as a drug-free workplace, Respondent must: a) 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. 35 of53 13 95 b) Inform employees about the dangers of drug abuse in the workplace, the Respondent'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. l) Give each employee engaged in providing commodities or contractual services under the ITB a copy of the statement specified in subsection (1). 2) Notify employees that, as a condition of working on the commodities or contractual services under the ITB, the employee must 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. 3) 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. 4) Make a good faith effort to continue to maintain a drug-free workplace through the implementation of this section. Based on information and belief, the statement, which I have marked below, is true in relations to the entity submitting this sworn statement. (INDICATE WHICH STATEMENT APPLIES.) fir The entity submitting this sworn statement is a drug-free workplace and is in full compliance with the requirements set forth under F .S. § 287 .087. □ T e entity submitting thi sworn statement is not a drug-free workplace. Ci tv Non-Discrimination Requirements Affidavit pondent understands that pursuant to Section 3-1.1 of the Code of the City of South Miami, the City ill not enter into or award a contract to an entity engaged in a boycott. Respondent understands that "Boycott" as defined under Section 3-1.1 of the Code of the City of South Miami means to blacklist, divest from, or otherwise refuse to deal with a nation or country, or to blacklist or otherwise refuse to deal with a person or entity when the action is based on race, color, national origin, religion, sex, gender identity, sexual orientation, marital or familial status, age, or disability in a discriminatory manner. The term boycott does not include a decision based upon business or economic reasons, or boycotts, embargoes, trade restrictions, or divestments that are specifically authorized or required by federal law or state law. Respondent certifies that it is not engaged in a boycott, and is in full compliance with Section 3-1.1 of the Cod the City of South Miami. Acknowled gment, Warran ty. and Acce ptance 36 of53 14 96 1. Contractor warrants that it is willing and able to comply with all applicable state of Florida laws, rules and regulations. 2. Contractor warrants that it has read, understands, and is willing to comply with all requirements of RFQ No. CSM2024-XX and any addendum/addenda related thereto. 3. Contractor warrants that it will not delegate or subcontract its responsibilities under an agreement without the prior written permission of the City Commission or City Manager, as applicable. 4. Contractor warrants that all information provided by it in connection with this Response is true and [REMAINDER OF PAGE LEFT INTENTIONALLY BLANK. SIGNATURE PAGE FOLLOWS.] 37 of53 15 97 (if Company or Corporation) CERTIFICATE STATE OF FLORIDA FORM2A RESPONDENT'S CERTIFICATION ) ) ss COUNTY OF MIAMI-DADE ) I HEREBY CERTIFY that a meeting of the Board of Directors of a corporation or company existing under the laws of the State of _F'---=lo=-~;;...;..:..;\O_,A'-<---_____ , held on 0 ~ • Z \· to2.4 , 2024, the following resolution was duly passed and adopted: RESOLVED, that, as tJ\ANA-E,Et, of the Corporation/Company, be and is hereby authorized to execute the Response dated, O? ·ZZ-2.4 , 2024 to the City of South Miami for RFQ NO. CSM2024-01 SOUTH MIAMI CITY HALL REDEVELOPMENT PROJECT, and that this execution thereof, attested by the Secretary of the Corporation/Company, and with the Corporate/Company Seal affixed, shall be the official act and deed of this Corporation/Company. I further certify that said resolution is now in full force and effect. IN WITNESS WHEREOF, I have he~unto set my hAn~11and affixed the official seal of corporntion/company on this the 1:.:2 of 11'\/l!'-',ll [,~2024. Se a ,.,-::..;·:;;~,, Marta Cuevas ~=.;.. ... ,,:{. (SEAL) t. YA \ :~ Comm.: HH 480882 :,1·-~2/ Expires: Feb. 16, 2028 ·:l:',91:,r,;.-·· Notary PubNc • State of Florida 30 of53 16 98 State of Florida ,..._ ( County of \-\ i O,ty\ '1 _. \.Ja...t;t---e n The foregoing instrument was acknowledged before me by means of __ physical presellCe[(!f _ online notarization , this :Z,\ day of b. a. r ~ . 20.f14_. by k '::::1, Ht \ .f ~. l (name of person) as A/5'<:xt ,("2.-<..(.l 9Y':11ft.tl½ (type of authority) for f7(h. ?\9YY \ ~~ ___ ( name of party on behalf of whom instrument is executed). Personally known to me; or Notary blic (Print, Stamp, or Type as Commissioned) __ ..,,./_.Produced identification (Type of Identification: ______________ _, __ V_Did take an oath; or ___ Did not take an oath 38 of53 17 99 FORM4 DISPUTE DISCLOSURE Answer the following questions by placing an "X" after "Yes" or "No". If you answer "Yes", please explain in the space provided, or on a separate sheet attached to this form. 1. Has your firm or any of its officers, received a reprimand of any nature or been suspended by the Department of Professional Regulations or any other regulatory agency or professional associations within the last five (5) years? YES NO X ----- 2. Has your firm, or any member of your firm, been declared in default, terminated or removed from a contract or job related to the services your firm provides in the regular course of business within the last five (5) years? YES NO X ----- 3. Has your firm had against it or filed any requests for equitable adjustment, contract claims, Bid protests, or litigation in the past five ( 5) years that is related to the services your firm provides in the regular course of business? YES NO X ----- If yes, state the nature of the request for equitable adjustment, contract claim, litigation, or protest, and state a brief description of the case, the outcome or status of the suit and the monetary amounts of extended contract time involved. I hereby certify that all statements made are true and agree and understand that any misstatement or misrepresentation of falsification of facts shall be cause for forfeiture of rights for further consideration of this Response for the City of South Miami. State of Florida . r /J County of tl\ Q 1/V\ \ .,...-0 <lQ\X- ACKNOWLEDGMENT The foregoing instrument was acknowledged before me by means of ~ical presence or □ online notarization , this k: \ day of ~ , 20 2-4 , by '<' :::e>:1 k fl. Le ,b d l (name of person) as j,t rl½e::{~ 5:1 ':) (\ct:tc.V'-\ (type of authority) for l½ne .Cc CJtJ v-\1 'iV\ ~ ___ (name of party on behalf of whom instrument is executed). ✓,ersonally known to me; or Notary b 1c (Print, Stamp, or Type as Commissioned) _P}6tluced identification (Type of Identification: _____________ ) _______i'.D id take an oath; or Did not take an oath --- 39 of53 18 100 FORMS CERTIFICATION REGARDING DEBARMENT, SUSPENSION, AND OTHER RESPONSIBILITY MATTERS PRIMARY COVERED TRANSACTIONS This certification is required by the regulations implementing Executive Order 12549, Debarment and Suspension, 13 CFR Part 145. The regulations were published as Part Vil of the May 26, 1988 Federal Register (pages 19160-19211 ). Copies of the regulations are available from local offices of the U.S. Small Business Administration. ( 1) The prospective primary participant certifies to the best of its knowledge and belief that it and its principals: (a) Are not presently debarred, suspended, proposed for disbarment, declared ineligible, or voluntarily excluded from covered transactions by any Federal department or agency; (b) Have not within a three-year period preceding this application been convicted of or had a civil judgment rendered against them for commission of fraud or a criminal offense in connection with obtaining, attempting to obtain, or performing a public (Federal, State, or local) transaction or contract under a public transaction; violation of Federal or State antitrust statutes or commission of embezzlement, theft, forgery, bribery, falsification or destruction of records, making false statements, or receiving stolen property; ( c) Are not presently indicted for or otherwise criminally or civilly charged by a governmental entity (Federal, State, or local) with commission of any of the offenses enumerated in paragraph (l)(b) of this certification; and ( d) Have not within a three-year period preceding this application had one or more public transactions (Federal, State, or local) terminated for cause or default. (2) Where the prospective primary participant is unable to certify to any of the statements in this certification, such prospective primary participant shall attach an explanation to this Statement of Qualifications. Entity Name: 13TH FLOOR LINK AT SOUTH MIAMI, LLC Date : 03.22.2024 REY MELENDI I COO arne and Title of Authorized Representative 40 of53 19 101 FORM6 RESPONDENT'S QUALIFICATIONS SURVEY COMPANY OUALIFICA TIO NS QUESTIONNAIRE Please complete this Company Qualifications Questionnaire. By completing this form and submitting a response to the RFQ, you certify that any and all information contained in the Response is true, that your response to the RFQ is made without prior understanding, agreement, or connections with any corporation, firm or person submitting a response to the 1TB for the same materials, supplies, equipment, or services, is in all respects fair and without collusion or fraud, that you agree to abide by all terms and conditions of the RFQ, and certify that you are authorized to sign for the Respondent's firm . Some responses may require the inclusion of separate attachments. Separate attachments should be as concise as possible, while including the requested information. In no event should the total page count of all attachments to this Form exceed five (5) pages. Some information may not be applicable; in such instances, please insert "NI A". 13TH FLOOR LINK AT SOUTH MIAMI, LLC Firm Name 2850 TIGERT AIL AV. SUITE 70 l MIAMI, FL 33133 Principal Business Address 786 220 0460 Telephone Number RMelendi@l 3fi.com Email Address 99-2050708 Federal I.D. No. or Social Security Number N/A Municipal Business Tax/Occupational License No. FIRM HISTORY AND INFORMATION N/A Facsimile Number How many years has the firm has been in business under its current name and ownership? 12 Pleas e identify the Firm 's document number with the Florida Division of Corporations and date the Firm registered/filed to conduct business in the State of Florida: L 1200011 8953 09/18/2012 Document Number Date Filed Please identify the Firm's category with the Florida Department of Business Professional Regulation (DBPR), DBPR license number, and date licensed by DBPR: N/A N/A N/A Category License No . Date Licensed Please indicate the type of entity form of the Firm (if other, please describe): □ Individual □ Partnership □ Corporation ~LLC □ LLP □ Other __________ _ Please identify the Firm's primary business: REAL ESTATE DEVELOPMENT AND INVESTMENTS 41 of53 20 102 Please identify the number of continuous years your Firm has performed its primary business: 2 0 Please list all professional licenses and certifications held by the Firm, its Qualifier/Principal, and any Key Staff, including any active certifications of small, minority, or disadvantaged business enterprise, and the name of the enti ty that issued the license or certification: License/Certification Name of Entity Issuing License No. License Issuance Date Type License or Certification General Contractor Florida DBPR GCG061376 A pril 27th, 2000 Please identify the name , license number, and issuance date of any prior companies that pertain to your Firm: License/Certification Name of Entity Issuing License No. License Issuance Date Type License or Certification N /A Please identify all individuals authorized to sign for the entity , their title , and the threshold/level of their si gnin g authori ty : Authorized Signor's Name Title Signing Authority Threshold (All , Cost u p to $X-Amount, No Cost, Other) Arnaud Karsenti ManaQer All Re v Melendi Sicm ato rv All Aaron Stolear Si a nato rv All Please identify the total number of Firm employees, managerial/administrative employees , and identify the total number of trades em plo vees bv trade (e.g .. 20 electricians, 5 laborers, etc .): Total No. of Em plo yees 43 Total No. of Managerial/Administrative 43 Em plo yees Total No . of Trades Em plo yees by Trade 0 INSURANCE INFORMATION Please provid e the following information about th e Firm's in surance company : Scottdale Ins. Co. Insurance Carrier Name One Nationwide Plaza, Columbus, OH 43215 Insurance Carrier Address Telephone No . Has the Firm filed any insurance claims in the last five (5) years? Rachel Perdomo Insurance Carrier Contact Person rachel@bbdins.com Email <ii1'No □ Yes If yes, please identify the type of claim and the amount paid out under the claim : __________ _ FIRM OWNERSHIP Pl ease identify all Firm owners or partners, their title , and percent of ownership: 42 of53 21 103 Owner/Partner Name Title Ownership (%} Arnaud Karsenti Manager 100% Please identify whether any of the owners/partners identified above are owners/partners in another entity: □ No 'ltf Yes If yes, please identify the name of the owner/partner, the other entity's name, and percent of ownership held by the stated owner/partner: Owner/Partner Name Other Enti ty Name Ownership (%) Arnaud Karsenti All other affiliates 100% RECENT CONTRACTS Please identify the five (5) most recent contracts in which your Firm has provided services to other public entities: Public Entity Contact Person Tele phone No. Email Address Date Awarded Tri-Rail (SFRTA} Loraine CarQill (954) 788-7921 CargillL@sfrta.fi.Qov 2022 Broward Colleo e I Sheldon Riles (954 650-4485 sriles@broward.edu 2021.05.25 Broward Colle Qe 11 Sheldon Riles (954 650-4485 sriles@broward.edu 2021.05.25 Link (MDC} Javier Bustamante (305 903-4504 Uavier.Bustamante@ 2016.12.01 Motion (MDC} Javier Bustamante (305 } 903-4504 miamidade.~ov 2016.12.01 By signing below, Respondent certifies that the information contained herein is complete and accurate to the best of Respondent's knowledge. Firm: 13TH FLOOR LINK AT SOUTH MIAMI, LLC Print orTyP. 43 of53 Date: 03.22.2024 Title: COO 22 104 FORM7 KEY STAFF & PROPOSED SUBCONTRACTORS KEY STAFF Please complete the following chart with the Firm's proposed Key Staff. If additional space is required, I /d r h . d tt ht h. F Add. • I N Y Dease co py, u p 1cate t 1s pa ge an a ac 0 t IS orm . 1ttona s pace: □ 0 D es Name Title Years of Years Licenses/Certifications Experience with Firm Arnaud Karsenti CEO 23 17 Rey Melendi coo 30 14 GC Daryl Shevin CFO 25 16 CFA Aaron Stolear President 13 7 Please explain the Firm's ability and resources to substitute personnel with equal or higher qualifications than the Key Staff they will substitute for where substitute is required due to attrition, turnover, or a specific request by the City: Our firm maintains a deep talent pool and rigorous recruitment processes, ensuring we can readily substitute personnel with equal or higher qualifications as needed. Our commitment to continual professional development and cross-functional collaboration further guarantees seamless transitions and uninterrupted project delivery, meeting the City's requirements with excellence. Please identify each Key Staff member's engagement commitments that will exist concurrently with the City's Services: Key Staff Name Area of Responsibility Client Commitment Period of (Hours/week) En 2ae ement Arnaud Karsenti CEO N/A FULL TIME GOING CONCERN Rey Melendi coo N/A FULL TIME GOING CONCERN 44 of53 23 105 Key Staff Name Area of Responsibility Client Commitment Period of (Hours/week) En e;a 2:ement Daryl Shevin CFO N/A FULL TIME GOING CONCERN Aaron Stolear President N/A FULL TIME GOING CONCERN PROPOSED SUBCONTRACTORS The undersigned Respondent hereby designates, as follows, all major subcontractors whom they propose to utilize for the major areas of work for the services. The Respondent is further notified that all subcontractors shall be properly licensed, bondable, and shall be required to furnish the City with a Certificate of Insurance in accordance with the contract general conditions. Failure to furnish this information shall be grounds for rejection of the Respondent's RFQ submission. (If no subcontractors are proposed, state "None" on first line below.) Subcontractor Name & Address CORWIL CIVIC LANGAN Sco pe of Work License Number ARCHITECT AR. 0016003 GENERAL CC. 1524539 CONTRACTOR CIVIL ENGINEER PE. 54858 Date : 03.22.2024 Title: COO 45 of53 24 106 FORMS REFE RENCE LIST TN ADDfTION TO THE JNFORMA TTO • REQUIRED O TffiS FORM RESPONDE~T SHALL PROVIDE A MThTMUJ\11 OF THREE REFER ENCE LETTERS . REFERENCE #1 M IAMI -DAD E CO UN TY Public ntity Name : __________________________ _ Reference Contact Person/Tit le/Depmtment: _N_A_T_H_A_N_K_O_G_O_N ____________ _ Contact Number & Emai l 3 05 301 2 1 2 3 I natha nkogo n@m ia mida d e .gov Public Entity Size/Number of Resident s/Square Mileage : ________________ _ 2 .6 7 mi lli on resi d ents, 2,43 1 sq uare mi les Event(s) Comp leted (include ame of Project/Event , Date of Event Start/Completion Details on Size/Scope of Work/ omplexity) In A ugu st 2019, 13th f loo r In ves tme nts a cq uir ed o gro und lease fo r Motion o t Dadelo nd , o 25 -sto ry tra nsi -ori ented mixed-us e p roiect i n Mia mi . W ith 29 4 lux ury apartme nts, 266,000 re ntob le squa re fee t, a nd 8,000 square l ee o f re ta il space , it o ff ers conveni e nt access to Down town Mia mi and enter tain men t venues . Dad eland sta tion plaza was re nova ted i n 20 16 by 13 th Fl oor Investments as pa rt of its projec lo bu ild the trans it orien ted l ower. ls the Contract still Active ? Yes ___ No __ X __ _ 46 of 53 25 107 REFERENCE #2 Public Entity Name: MIAMI-DADE COUNTY Reference Contact Person/Title/Department: _J_A_V_IE_R_B_U_ST_A_M_A_N_T_E ___________ _ Contact Number & Email (305) 903 -4504 I Javier.Bus tama!nte@miom idade.g ov Public Entity Size/Number of R es idents/Square Mileage: _________________ _ 2 .67 mi lli on residents, 2.431 square miles Event(s) Completed (include ame of Project/Event, Date of Event StartJCompletion, Details on Size /Scope of Work/Complexity) Developm e nt of 1,500 u ni ts o n M ia mi -Do d e COunty p roperty by l he DOug los Metr oroi l Sta tio n in Cora l Gob les . The p ro ject en tai ls over 2 mill io n square feet o n a h igh-rise , m ixed use proj e ct. The development ag reement w ith t he COunty was sig n ed i n Dece mbe r 20 l 6 . Both towers w ith in the Phase l o f the develo p ment have b ee n co mp leted. Ph me 2 is nearing gro und break. Is the Contract still Active? Yes _X __ No ___ _ 47 of 53 26 108 REFERENCE #3 Public Entity Name: SOUTH FL ORI DA RE G IO N AL TRA N SP0RATI O N AU THO RITY (SFRTA) Reference Contact Person/Title/Department: _l_0_R_A_I_N_E_C_A_R_G_ll_L ____________ _ Contact Number & Email (954) 788 -7921 I Corgi llL@sfrta .fl.gov Public Entity Size/Number of R es idents/Square Mileage: _________________ _ Serv es 6 .3 mi llion reside nts accross a 73 .5 mi le ra i l corridor Event(s) Completed (include ame of Project/Event, Date of Event StartJCompletion, Details on Size/Scope of Work/Complexity) Trons it Ori ented Developme nt of 340 multi -fa mi ly un i ts wi th 25 ,00 0 SF of commerci o l space in Saco Ra ton , Flo ri da . The p ro ject was awa rded th ro ugh a p ub lic RF P p rocess in 20 2 2 . This opp o rt un ity rep resents o ne o f the fi rst pro jects of its i nd to i ntegrate a multi-m o d a l visio n into the deve lop ment si te, offe ring a un iq ue opport un il'y in he pub lic -priva te partne rsh i p spa ce . The es timated g rou nd br ea ki ng for the p ro ject is sched ule d fo r early 2025 . Is the Contract still Active? Yes _X __ No ___ _ END OF SECTION 4 48 of 53 27 MIAMI-DADE COUNTY | JAVIER BUSTAMANTE REFERENCE LETTER #1 109 28 SFRTA | LORAINE CARGILL REFERENCE LETTER #2 March 22, 2024 Mr. Steven P. Kulick City of South Miami Chief Procurement Officer 6130 Sunset Drive City of South Miami, FL 33143 Dear Mr. Kulick: I am writing to provide a reference for 13th Floor Investments and its proposal for the South Miami City Hall Redevelopment Project. As the Director of Strategic Planning at the South Florida Regional Transportation Authority (SFRTA), I have had the pleasure of collaborating closely with 13th Floor on the redevelopment of the Boca Tri-Rail station for SFRTA (Project.) Throughout our partnership, I have witnessed 13th Floor's professionalism, integrity, and commitment to delivering an excellent Project. They have demonstrated an ability to communicate openly and provide regular updates, while being highly responsive to SFRTA's requests to enhance the development and improve the ridership experience at the Boca Tri-rail Station. 13th Floor's dedication and their proactive approach to addressing feedback and implementing improvements have been instrumental in moving the Project forward. Based on my firsthand experience working with 13th Floor, I am confident that they possess the necessary skills, knowledge, and professionalism to deliver the Miami City Hall Redevelopment Project. Please feel free to contact me if you require any further information at 954-788-7921, or at cargillL@sfrta.fl.gov. Sincerely, Loraine Cargill, AICP Director of Strategic Planning / EEO Officer 110 29 WEXFORD REAL ESTATE INVESTORS | PHILLIP BRAUNSTEIN REFERENCE LETTER #3 777 S Flagler Drive, Suite 602 East │ West Palm Beach, FL 33401 phone: (561) 273-8600 March 22nd, 2024 Steven P. Kulick City of South Miami Chief Procurement Officer 6130 Sunset Drive City of South Miami, FL 33143 Re: RFQ – South Miami City Hall Redevlopment Wexford Real Estate Investors (“WREI”) was formed in 2015 as the private market real estate investing arm of Wexford Capital LP ("Wexford"), an SEC registered investment advisor, with assets under management of approximately $1.2 billion and a history of investing in real estate that dates back to Wexford’s founding in 1994. Since 2017, WREI managed entities have made aggregate equity investments or commitments in excess of $430 million in commercial and residential properties throughout the US, of which approximately $192 million was invested or committed to properties located in Florida. WREI and 13th Floor Investments ("13th Floor") have partnered together on 24 real estate investments in the past which in aggregate total over $200 million of committed equity capital from WREI. WREI is aware that 13th Floor is pursuing the development of the South Miami City Hall Site (the "Property"). I can attest to their professionalism, expertise, and commitment to excellence. Based on my experience working with 13th Floor Investments, I have full confidence in their ability to successfully undertake the South Miami City Hall Redevelopment Project. Their track record of achievement and their reputation for delivering projects of the highest caliber make them an ideal partner for this endeavor. If you have questions, please feel free to contact me (561‐273‐8613). Philip Braunstein Partner 111 3030 1.7.5 RESPONDENT’S QUALIFICATIONS 112 1.7.5.1. 31 1.7.5.1 A copy of the entity’s State Corporate Certificate or other proof from the Florida, Division of Corporations that Respondent is authorized to do business in Florida. 113 1.7.5.2. 1.7.5.2 32 Proof that Respondent, one or more of its principals, or entities directly controlled by those principals have been in continuous operation for five (5) years. ?2850 TIGERTAIL AVENUE SUITE 701 MIAMI,FL 33133 Current Principal Place of Business: Current Mailing Address: 2850 TIGERTAIL AVENUE SUITE 701 MIAMI,FL 33133 US Entity Name:13TH FLOOR INVESTMENTS, LLC DOCUMENT#L04000020710 FEI Number: 20-0887954 Certificate of Status Desired: Name and Address of Current Registered Agent: KARSENTI, ARNAUD 2850 TIGERTAIL AVENUE SUITE 701 MIAMI,FL 33133 US The above named entity submits this statement for the purpose of changing its registered office or registered agent, or both, in the State of Florida. SIGNATURE: Electronic Signature of Registered Agent Date Authorized Person(s) Detail : I hereby certify that the information indicated on this report or supplemental report is true and accurate and that my electronic signature shall have the same legal effect as if made under oath; that I am a managing member or manager of the limited liability company or the receiver or trustee empowered to execute this report as required by Chapter 605, Florida Statutes; and that my name appears above, or on an attachment with all other like empowered. SIGNATURE: Electronic Signature of Signing Authorized Person(s) Detail Date FILED Apr 21,2023 Secretary of State 3419983013CC ARNAUD KARSENTI MANAGER 04/21/2023 2023 FLORIDA LIMITED LIABILITY COMPANY ANNUAL REPORT No Title MGRM Name KARSENTI, ARNAUD P Address 2850 TIGERTAIL AVENUE SUITE 701 City-State-Zip:MIAMI FL 33133 114 1.7.5.4 1.7.5.3.+ 1.7.5.4 33 RESPONDENT’S QUALIFICATIONS 1.7.5.3 LINK AT DOUGLAS 1,500 UNITS | 2M GSF | 2015 - CURRENT MOTION AT DADELAND 294 UNITS | 2M GSF | 2016 - CURRENT NARRATIVE DESCRIBING TEAM’S EXPERIENCE WITH PROJECTS OF SIMILAR SCOPE + FINANCING TEAM EXPERIENCE - 13TH FLOOR INVESTMENTS 13th Floor South Miami, LLC’s team has a long history and track record of financing large-scale development projects. We believe that each real estate venture requires a unique financing plan. 13th Floor Investments operates a set of discretionary private equity funds. Fund V is the latest iteration and has over $200 million of discretionary capital, which will be available for this project. Since 2010, 13th Floor has completed over 60 transactions comprising of $5B of managed real estate assets, deploying an excess of $1.2 billion of equity. The team has several long-standing equity relationships with firms such as Wexford, Barings/Mass Mutual, and Baupost, which have all recently invested in ground- up development projects with the principles. Additionally, debt relationships include premier banking institutions such as TD Bank, Santander, and CIBC, among others. CASACADELINK AT DOUGLAS CORE MOTION AT DADELAND • Address: 3050 SW 37th Ave, Miami, FL 33146 • Role: Developer • Key Personnel: Rey Melendi • Project Phasing & Schedule: Completed • Total Cost: $600MM • Debt Financing Amount:$360MM (Santander and TD Bank) • Equity Financing Amount: $240MM • Equity Partners: Barings, Adler Development Project Similarity & Unique Aspects: Link at Douglas is an 1,800 unit mixed-income and mixed-use master planned community, featuring market-rate residential, workforce housing, grocer, retail, and office oriented around the intermodal Douglas Road Station. The project exemplifies a truly successful public private partnership, where the developers, 13th Floor and Adler, delivered significant public benefits in the form of ground rent and public and private improvements on a previously underutilized County owned Property. In a seamless integration with the private improvements, the project fully renovated and updated the Station, Bus bays, public open space and parking serving Metrorail, Metrobus, Underline, and both City of Miami and Coral Gables Trolley’s as well as micro mobility and rideshare solutions. MOTION AT DADELAND • Address: 8400 S Dixie Hwy, Miami, FL 33143 • Role: Developer • Key Personnel: Rey Melendi • Project Phasing & Schedule: Completed • Total Cost: $86.9MM • Debt Financing Amount:$51.3MM (Santander and TD Bank) • Equity Financing Amount: $35.6MM • Equity Partners: Barings, Adler Development Project Similarity & Unique Aspects: Motion at Dadeland is a 294-unit multifamily rental project adjacent to the Dadeland North Metrorail Station. 13th Floor successfully transformed a County-owned vacant parcel into a vibrant transit-oriented community. Collaborating with Miami-Dade Transit, we improved the public plaza and station entrance, enhancing accessibility and integration. Through transit screens and economic incentives, the project was effectively marketed to future residents promoting ridership. It is now a fully occupied and stabilized asset generating significant rent for the County and increased ridership. Importantly, the development process was executed without causing any disruptions to transit operations, showcasing the team’s ability to navigate complex logistical challenges while prioritizing the needs of the community and maintaining a smooth transportation experience for commuters. 115 1.7.5.5. RESPONDENT'S SUBCONTRACTOR'S PROFESSIONAL LICENSES Melanie S. Griffin, SecretaryRon DeSantis, Governor STATE OF FLORIDA DEPARTMENT OF BUSINESS AND PROFESSIONAL REGULATION CONSTRUCTION INDUSTRY LICENSING BOARD THE GENERAL CONTRACTOR HEREIN IS CERTIFIED UNDER THE PROVISIONS OF CHAPTER 489, FLORIDA STATUTES REAL, WILLIAM J Do not alter this document in any form. CIVIC CONSTRUCTION COMPANY INC LICENSE NUMBER: CGC059895 EXPIRATION DATE: AUGUST 31, 2024 This is your license. It is unlawful for anyone other than the licensee to use this document. 4691 SW 71ST AVENUE MIAMI FL 33155 Always verify licenses online at MyFloridaLicense.com 34 Melanie S. Griffin, SecretaryRon DeSantis, Governor STATE OF FLORIDA DEPARTMENT OF BUSINESS AND PROFESSIONAL REGULATION BOARD OF ARCHITECTURE & INTERIOR DESIGN THE ARCHITECT HEREIN IS LICENSED UNDER THE PROVISIONS OF CHAPTER 481, FLORIDA STATUTES CORDOVES, FELIX JORGE Do not alter this document in any form. 4245 SW 15 STREET LICENSE NUMBER: AR0016003 EXPIRATION DATE: FEBRUARY 28, 2025 This is your license. It is unlawful for anyone other than the licensee to use this document. CORAL GABLES FL 33134 Always verify licenses online at MyFloridaLicense.com ISSUED: 03/20/2024 LANGAN: CIVIL ENGINEER CORWIL: ARCHITECT CIVIC: GENERAL CONTRACTOR LANGAN, CORWIL, AND CIVIC 116 1.7.5.6 SPECIALIZED EXPERIENCE 35 117 CONSTRUCTION OF MIXED USE VERTICAL DEVELOPMENTS 1.7.5.6.1SPECIALIZED EXPERIENCE CORE CASCADE BLVD MOTION 1010 BOCA TRI-RAIL BROWARD CORE: 13th Floor Investments has successfully delivered Core at Link, the first tower of the Link at Douglas transit-oriented development project. Situated at the Douglas Metrorail Station along the US-1 corridor, Core at Link offers residential and retail spaces, contributing to the project with 312 residential units and 6,000 square feet of retail. Its completion in the summer of 2021 marks a significant milestone in redefining the US-1 transit corridor. CASCADE: Cascade at Link, the second tower of the Link at Douglas transit-oriented development project, completed construction in 2023. Situated at the Douglas Metrorail Station along the US-1 corridor, Cascade at Link offers 421 residential units and 22,000 square foot Milams grocer. Contributing to the project's vision of redefining the US-1 transit corridor. 1010 BRICKELL: In October 2013, 13th Floor Investments acquired a prime infill development site in Miami's financial district, leading to the creation of 1010 Brickell, a luxury condominium tower. Opening in 2017, it stands as their pioneering Transit Oriented Development (TOD), offering instant access to Downtown Miami's amenities via the nearby Tenth Street Metromover station. BROWARD: In May 2021, 13th Floor Investments was selected by Broward college as its development partner for a public/ private partnership project to redevelop the central campus. The project includes 778 residential units and campus wide civil storm water improvements. BOULEVARD: 13th Floor Investments acquired a 2.2-acre development site along the MiMo corridor on Biscayne Boulevard in Miami, Florida in June 2017. The site was developed into The Boulevard, a 282-unit, mid-rise luxury multifamily building with 27,000 square feet of ground floor retail. MOTION: In August of 2014, 13th Floor Investments acquired an unimproved ground lease for Motion at Dadeland, a 25-story transit-oriented mixed-use project in Miami. With 294 luxury apartments, 266,000 rentable square feet, and 8,000 square feet of retail space, it offers convenient access to Downtown Miami and entertainment venues. Adjacent to the Dadeland North Station, Motion at Dadeland opened in February 2019 as 13th Floor's second completed Transit-Oriented Development (TOD) BOCA TRI-RAIL: In January 2023, 13th Floor Investments was selected by SFRTA (South Florida Regional Transportation Administration) as development partner for a transit oriented project on the Boca Raton Tri-Rail station. 13FI has been working with the city to secure approvals and is getting ready to break ground on this flagship project. The project will include 340 residential units 25,000 square foot of commercial. 36 118 DEVELOPMENT OF GOVERNEMENT FACILITIES 1.7.5.6.2SPECIALIZED EXPERIENCE CASCADE CASCADE: 13th Floor Investments, in partnership with The Adler Group, has successfully delivered Cascade at Link, within cascade developers built 300 parking spaces with its dedicated access of parking elevators for the public to use. DADELAND STATION PLAZA: Dadeland station plaza was renovated in 2016 by 13th Floor Investments as part of its project to build the transit oriented tower. 10TH STREET METROMOVER STATION: 10TH street metro mover station was renovated in 2016 by 13th Floor Investments inclusive of new tile, new access, new furnishings, and new cctv. DOUGLAS STATION: Douglas station was fully renovated in 2024 by 13th Floor Investments with a 17 million budget improvement inclusive of 300 parking spaces for the county and station renovation inclusive of new tile, new access, new furnishings, new cctv, new elevators, new public art, and new escalators. "OUR PUBLIC / PRIVATE PARTNERSHIPS ALLOW US TO CREATE A DOUBLE BOTTOM LINE: FINANCIALLY SUCCESSFUL PROJECTS WHILE WE HELP TO BUILD OUR CITIES" -ARNAUD KARSENTI 37 1010 STATION DOUGLAS STATION DOUGLAS STATION 119 FLORIDA BUILDING CODE 1.7.5.6.3SPECIALIZED EXPERIENCE 90% OF OUR PORTFOLIO IS LOCATED IN SOUTH FLORIDA THEREFORE OUR KEY STAFF, SUBCONTRACTORS AND THE ENTIRE 13TH FLOOR TEAM IS INTIMATELY FAMILIAR WITH THE FLORIDA BUILDING CODE, EACH OF ITS VERSIONS AND ALL ITS ADOPTED CHANGES THROUGHOUT THE YEARS. 38 RESIDENTIAL - 35 PROJECTS HOMEBUILDING - 7 PROJECTS COMMERCIAL RETAIL - 11 PROJECTS INDUSTRIAL - 4 PROJECTS 120 1.7.5.6.4SPECIALIZED EXPERIENCE SUSTAINABLE AND RESILIENT DESIGN, INCLUDING GREEN BUILDING CERTIFICATION SYSTEMS We engage with specialized local sustainability consultants at a very early design stage. This enables us to take meaningful decisions to minimize the impact of our projects on the environment. 39 CORE: FGBC SILVER Score: 192 Certified on 06/02/2023 CASCADE: FGBC PLATINUM Score: 192 Certified on 06/02/2023 1010 BRICKELL: FGBC SILVER Score: 142 Certified on 04/14/2020 BOULEVARD: NGBS SILVER Score: N/A Certified on 11/22/2022 HARBOUR: FGBC SILVER Score: N/A Certified on 07/01/2018 Given the scale of every project in our portfolio, we take on the responsibility to minimize each project's negative impact on the environment by always meeting and exceeding all sustainable and resilient design requirements specified by the local authorities. On this page, we highlight some of the biggest projects with the highest green building certification systems we have attained for each. It is important to note that a reputable sustainability consultant is always engaged for each of our projects, and the South Miami City Hall Redevelopment project will not be an exception. 121 DEVELOPMENT OF MIXED-INCOME COMMUNITIES 1.7.5.6.5SPECIALIZED EXPERIENCE SPECIALIZED EXPERIENCE CORE BOCA TRI-RAIL BROWARD 40 CORE: 13th Floor Investments developed core at link which has 92 workforce housing units set aside which is equivalent to 29 % of the residential units. BOCA TRI-RAIL: 13th floor is developing Boca tri-rail which has 10% of its units (34 units) designated as affordable up to 120 % AMI BROWARD: 13th floor is developing parks at Davie south at Broward college which includes 20% of units (77 units) as workforce housing. CORE Our expertise in developing mixed-income communities is extensive and has impacted several communities accross the state. With a proven track record of seamlessly integrating affordable housing options and/or workforce residences, we create vibrant neighborhoods that promote diversity, inclusivity, and sustainable growth. Our commitment to building bridges to inclusive communities ensures that each project we undertake embodies our dedication to fostering connectivity, opportunity, and a sense of belonging for all residents. 122 DEVELOPMENT WITHIN THE CONTEXT OF PUBLIC-PRIVATE PARTNERSHIPS 1.7.5.6.6SPECIALIZED EXPERIENCE 41 13th Floor Investments has been at the forefront of public-private partnerships (PPPs) since our company's inception, with a strong track record of successful collaborations in development projects. Our extensive experience in navigating the complexities of PPPs has been integral to our operations, driving our approach to every project we undertake. CORE CASCADE MOTION BOCA TRI-RAIL BROWARD From concept to completion, we have consistently demonstrated our ability to leverage partnerships effectively, delivering innovative solutions that benefit both public and private stakeholders. This specialized expertise forms the cornerstone of our commitment to excellence in development within the context of PPPs. CORE, CASCADE, MOTION, BOCA TRI-RAIL, BROWARD ARE ALL GROUND LEASE DEVELOPMENT AGREEMENTS WITH PUBLIC ENTITIES, ALL OF WHICH INCLUDE MIXED INCOME HOUSING, PUBLIC INFRASTRUCTURE AND PUBLIC BENEFITS 123 DEVELOPMENT OF TRANSIT-ORIENTED DEVELOPMENTS (TOD’S) 1.7.5.6.7SPECIALIZED EXPERIENCE 42 CORE AT DOUGLAS STATION CASCADE AT DOUGLAS STATION 1010 BRICKELL AT 10TH STREET METROMOVER STATION BOCA TRI-RAIL AT BOCA RATON STATION MOTION AT DADELAND STATION METRO RAIL CASCADE CORE Our expertise in Transit-Oriented Development (TOD) is exemplified by our successful track record in projects such as Motion at Dadeland, Boca Tri-rail, 1010 Brickell, Core at Link at Douglas, and Cascade at Link at Douglas. These developments showcase our commitment to creating vibrant, pedestrian-friendly environments that seamlessly integrate with transit facilities while enhancing overall livability. In these projects, we have prioritized the integration of mixed-use spaces, public amenities, active retail amenities and green areas to foster a strong sense of place and promote active transportation alternatives. For instance, at Motion at Dadeland and 1010 Brickell we focused on the functional and aesthetic integration of the development with transit facilities, ensuring that residents have easy access to public transportation options and convenient active retail amenities. We took a similar approach at Link at Douglas and Boca Tri-rail, additionally we implemented rideshare drop-off/ pick-up zones to facilitate convenient access, while also upgrading pedestrian accessibility through enhanced sidewalks and dedicated bike paths. We also incorporated multiple modes of transportation, including bike paths and micro-mobility options, to encourage sustainable travel and reduce reliance on private vehicles. Our comprehensive approach to TOD development, including placemaking strategies and stakeholder collaboration, ensures that our projects meet the unique needs of the community, exemplifying our expertise in transit-oriented development and our ability to enhance the cityscape and quality of life for residents. 124 FINANCING OF MIXED-USE PROJECTS ON LONG-TERM GROUND LEASES 1.7.5.6.8SPECIALIZED EXPERIENCE CORE: $47 MILL LOAN FROM TD BANK CASCADE: $99 MILL LOAN FROM SANTANDER MOTION: $49 MILL LOAN BY TD BANK 43 take pics of garage.... Our track record demonstrates our proficiency in financing mixed-use projects on long-term ground leases, with successful completion of three significant developments. Motion at Dadeland, Core at Link at Douglas, and Cascade at Link at Douglas are prime examples. These projects, totaling $320 million in equity and debt financing, showcase our ability to secure both equity and debt financing from reputable financial institutions such as Barings, TD Bank, Santander, and First Horizon. Moreover, our projects have proven to be marketable in the financial markets, attracting private investors for sale, refinancing and recapitalization. We have established partnerships with institutional and private capital sources, enabling us to finance construction and ensure long-term ownership, thereby creating investable assets that contribute to the community's success. 125 1.7.5.6.9SPECIALIZED EXPERIENCE 44 ADAPTABLE GARAGE FACILITIES AND PARKING MANAGEMENT TECHNOLOGY CASCADE: 13th Floor designed a public/private garage inclusive of a grocer, dedicated parking Miami Dade transit parking residential parking designed with the appropriate height for potential future convertibility. BOULEVARD: Integrated garage for both retail and residential.. Parking includes optimization via parking lifts. CASCADE BOULEVARD Given our extensive experience with Transit Oriented Developments, we have in-depth knowledge of a wide variety of adaptable garage facilities and parking management technology solutions to help optimize the value of the Land while also accomodating sufficient parking for all users through every building's useful life. This expertise translates into creative yet very scientifically and meticulously calculated approaches to parking solutions. The best example of such is Cascade (Link at Douglas Rd. Station), where 4 different uses converge into a single parking structure that swiftly and seamlessly adapts in the day to day short term, but is ready to embrace future convertibility shall parking needs change through the years. 126 STAKEHOLDER AND PUBLIC ENGAGEMENT 1.7.5.6.10.SPECIALIZED EXPERIENCE 13th Floor Investments consistently engages in stakeholder and public engagement. Through presentations to public boards and regular meetings with entity representatives, we prioritize transparent communication and collaboration. In past projects like Motion at Dadeland, Boca Tri-Rail, Broward College, Core at Link at Douglas, and Cascade at Link at Douglas, we conducted extensive community outreach, presenting at public meetings and collaborating with public staff in workshops to gather feedback. Our commitment to transparent and responsive engagement ensures that the South Miami City Hall Redevelopment Project reflects the community's needs and aspirations. STAKEHOLDER AND PUBLIC ENGAGEMENT 45 PUBLIC ENGAGEMENT THROUGHOUT 127 1.7.5.7. ACCOLADES RECEIVED IN THE COMPLETION OF SIMILAR PROJECTS MAJOR SUCCESSESS 46 1.7.5.3 TRANSIT ORIENTED RECOGNITION MIAMI RESIDENTIAL DEVELOPER BULLISH ON TRANSIT ORIENTED PROJECTS BOULEVARD (BRANDING + LEASE UP COMMUNITY OF THE YEAR DARYL SHEVIN 40 UNDER 40 & CFO OF THE YEAR (2014) ARNAUD KARSENTI 2024 POWER LEADER SOUTH FLORIDA BUSINESS JOURNAL ULI PROJECT OF THE YEAR LINK AT DOUGLAS ULI VISION AWARD AND PROJECT OF THE YEAR AWARD CO-STAR IMPACT AWARD LINK LINK AT DOUGLAS ULI VISION AWARD AND PROJECT OF THE YEAR AWARD We take pride in the hollistic nature of our operation, how it percolates through every development and expresses in the form of exceptionally succesful projects. This tends to consistently result in numerous public recognitions, awards and accolades received in the completion of similar projects. Below is a very small sample of accolades received by our buildings and key staff in direct connection to the completion of similar projects. Examples of which are Aaron STolear, who won ULI's Young Leader of the Year award in connection to Link at Douglas, and Rey Melendi who was awarded Builder of The Year for his extensive experience. 128 4747 1.7.6 PROOF OF EXPERIENCE 129 1.7.6.1. + 1.7.6.2.PROOF OF EXPERIENCE 10+ YEARS EXPERIENCE WORKING IN THE STATE OF FLORIDA DOING REAL ESTATE DEVELOPMENT 48 1.7.6.1 13th floor is a boutique investment and development firm focused on value-investments in Florida and the southeast U.S.. the firm has managed over $5.0b in real property since inception. Founded in 2008, 13th Floor Investments has invested in over 60 projects ranging from residential, commercial, industrial, and multifamily with a geographic focus on South Florida. 13th Floor has delivered 5.7 million square feet and over 3,900 residential units across all residential product types and secured a robust pipeline with anticipated product deliveries of over 3,800 units through 2026. With a reputation for creative structuring and deal-making, the firm has built a dynamic and diverse portfolio consisting of a blended 2.3x gross multiple on invested capital, while adhering to a leverage-light strategy. Since inception, the firm has targeted, and generated, net returns of 2.0x multiples and 20%+ IRR's for investors. In addressing the requirement for a minimum of ten (10) years of experience in providing the services, with a special preference for experience in South Florida, we proudly present the collective expertise of our principals, Arnaud Karsenti and Rey Melendi, at 13th Floor Investments. ARNAUD KARSENTI REY MELENDI MANAGING PRINCIPAL CHIEF OPERATING OFFICER, PRINCIPAL >$5B MANAGED REAL ESTATE SINCE 2008 13TH FLOOR INVESTMENTS Arnaud Karsenti has 19 years of experience as the Managing Principal of 13th Floor Investments, brings a wealth of experience in real estate investment and development, particularly in the vibrant market of South Florida. Over the past decade, Mr. Karsenti has spearheaded numerous successful projects, totaling over $5 billion in real estate assets. Under his leadership, 13th Floor Investments has maintained a steadfast commitment to delivering exceptional value and executing projects that align with the needs of the community. Notably, our firm has been actively engaged in multifamily developments, including government-sponsored initiatives, which demonstrate our capability to meet the requirements set forth in the RFP. Rey Melendi has over 30 years of experience in real estate development. He joined 13th Floor in 2012 and has since played a pivotal role in overseeing the development, construction, and operational asset management of our investments. With his prior experience as the Director of REO at Rialto Capital Management LLC, Mr. Melendi has managed a diverse portfolio of commercial and residential properties across multiple regions, including the Eastern Seaboard. His expertise in navigating complex real estate environments and ensuring successful project execution is a testament to his dedication and proficiency in the field. Furthermore, both Mr. Karsenti and Mr. Melendi possess a deep understanding of the regulatory landscape and market dynamics unique to South Florida, which positions our firm as an ideal partner for projects within the region. Our track record of delivering high-quality developments on time and within budget underscores our commitment to excellence and our ability to exceed expectations. 130 49 March 18, 2024 Steven P. Kulick City of South Miami Chief Procurement Officer 6130 Sunset Drive City of South Miami, Florida 33143 To whom it may concern: We are the accountants for 13th Floor Investments, 13th Floor Manager, their principals Arnaud Karsenti, and Rey Melendi (the Developer) and various entities owned and managed by the Developer or its affiliates. Our Firm has served the Developer in this capacity since 2010, including performance of annual financial statement audits and reviews of related closed end private equity funds and preparation of federal and state income tax returns for related partnership entities. We understand that the Developer is contemplating a joint venture project, which is submitting a response to the City of South Miami’s Request for Qualifications (RFQ) No. CMS2024-01 for the South Miami City Hall Redevelopment Project. The Developer has been active in the development, ownership and management of real estate projects since we have had a professional relationship with them. Throughout the course of our relationship the Developer and their management team have completed multiple real estate asset acquisition, disposition and financing closings. The Developer’s management has represented that they have the financial wherewithal to meet the financial requirements of the RFQ on their own or with joint venture partners. As you know, an RFQ award and development partner decision should be based on the City of South Miami’s exercise of due diligence in obtaining and considering multiple factors and information. Any use by you of this letter is solely a matter of your responsibility and judgment. This letter is not intended to establish a client relationship with you, nor is it intended to establish any obligation on our part to provide any future information to you with regard to the Developer. Regards, Geoffrey Adams, CPA Principal Kaufman, Rossin & Co. PA Miami |Fort Lauderdale |Boca Raton |Naples |New York DocuSign Envelope ID: 4B06C45F-9FC3-4B5A-AC86-DB3BA46F17D3 1.7.6.1 + 1.7.6.2 10+ YEARS EXPERIENCE WORKING IN THE STATE OF FLORIDA DOING REAL ESTATE DEVELOPMENT PROOF OF EXPERIENCE 131 5050 1.7.7 KEY STAFF QUALIFICATIONS 132 1.7.7.2. 51 KEY STAFF QUALIFICATIONS ORGANIZATIONAL CHART SHOWING THE REPORTING STRUCTURE OF ALL KEY STAFF, INCLUDING ANY KEY SUBCONTRACTORS STEERING LEADERSHIP TEAM: REY MELENDI CHIEF OPERATING OFFICER ARNAUD KRASENTI MANAGING PRINCIPAL DARYL SHEVIN CHIEF FINANCIAL OFFICER AARON STOLEAR PRESIDENT OF DEVELOPMENT TIM SANDERS CONTROLLER ERIC MARTINEZ ACCOUNTANT WILLIE J. REAL PRESIDENT OF CIVIC LENNY RODRIGUEZ PRINCIPAL OF LANGAN ALBERT CORDOVES PRESIDENT OF CORWIL ANDY KORGE KORGE PARTNER CHRIS KORGE KORGE PARTNER SABRINA OCNER DESIGN COORDINATOR MELISSA TOLMACH DESIGN DIRECTORDAVID BENHAMU PROJECT MANAGER 13 FI CORWIL KORGE CIVIC LANGAN 133 1.7.7.2. 52 13TH FLOOR INVESTMENTS | RESPONDENT -ARNAUD KARSENTI: Arnaud Karsenti is the Managing Principal of 13th Floor Invest- ments, a real estate investment and development firm based in Miami, Florida. Since inception, 13th Floor has acquired, developed, and managed over $5 billion in real estate assets -REY MELENDI: Rey Melendi joined 13th Floor in 2012, and oversees the development, construction, and operational asset management of the Sponsor’s investments. Prior to 13th Floor, Mr. Melendi was the Director of REO at Rialto Capital Management LLC. At Rialto Capital Management LLC, he managed over $300 million in commercial and residen- tial REO properties in the Pacific Northwest, Midwest and Eastern Seaboard. -AARON STOLEAR: Aaron Stolear leads 13th Floor Investments Public Private Partner- ship (P3) vertical. As part of his responsibilities, he oversees Link at Douglas. Link is a 1.5M SF transit-oriented development with residential, office, retail, and public infrastruc- ture components. Prior to joining 13th Floor, Mr. Stolear worked in Project Management & Execution at ExxonMobil Development Company. -MELISSA TOLMACH: With over 20 years of experience in the field of interior design and construction, Melissa Tolmach is responsible for all creative aspects of 13th Floor Investment’s developments, from concept, through design and construction, to opening day. Mrs. Tolmach oversees the overall look and feel of the developments including interi- or design and elevation character. CIVIC | GENERAL CONTRACTOR -WILLIE J. REAL: Founder and CEO of Civic Construction. Through Civic Construc- tion and as a state certified general contractor, I have been serving our customers for the past 22 years as a construction professional. Dedicated to serving our customers through quality, competitive pricing, accountability and professionalism. At Civic Con- struction our goal is to become a single source service company for the development industry. CORWIL | ARCHITECT -ALBERT CORDOVES: Founded in 1992, Corwil Architects has endeavored to provide innovative and practical designs that pivot on the Owners’ program and seamlessly integrate aesthetics, architectural functionality and code compliance. Our designs are tailored to the specifics of each project and evolve from the Owner’s requirements, the constraints of the site and the needs of the end users. In developing our concepts, we strive to introduce creativity while preserving the historical and cultural fabric of the neighborhood. Working alongside the team, our principals encourage a studio environ- ment wherein creativity, coupled with attention to detail, are the norm of the day. Our designers work with the latest computer design software. Our projects are modeled in Revit and coordinated in the cloud through the use of BIM 360. LANGAN | CIVIL ENGINEER -LEONARDO RODRIGUEZ: Mr. Rodriguez has more than 29 years of civil engineer- ing experience. He has led the site/civil engineering design of numerous urban, high-pro- file projects in the City of Miami, City of Coral Gables, City of Aventura and Miami-Dade County. His expertise ranges from municipal utility improvements and roadway resurfacing and reconstruction to County local and area wide drainage improvements. Mr. Rodriguez has spearheaded the Environmental Resource Permit and Corp of Engineer Dredge and Fill permitting efforts on numerous projects. He is intimately familiar with the Miami-Dade Water and Sewer Department standards and specifications as well as with the permit process through the Miami-Dade County Department of Planning, Environmental and Regulatory Affairs, the South Florida Water Management District, the Florida Department of Environmental Protection and US Army Corp of Engineers. construction dewatering throughout the United States and internationally. -VINCE YARINA: Vince Yarina manages Langan’s environmental consulting group in Florida. He has 28 years of professional experience, including 22 years with Langan and five years at the NJDEP. Yarina has worked on countless environmental assessments and environmental consulting projects throughout the US and internationally. -FELIX JORGE CORDOVES: With over fifty years of experience in the architectural and construction industries, Jorge currently oversees projects from design thru construction documents. In this capacity, he provides guidance and mentorship while spearheading our quality control program. Thanks to his previous experience as a university professor, Jorge continuously encourages our young professionals while providing valuable feedback into standards of practice. His continued leadership and constructive observations serve to enhance the design and technical proficiency of our team. KEY STAFF QUALIFICATIONS DESCRIPTION OF THE ROLE THAT EACH TEAM MEMBER WILL PLAY IN PROVIDING THE DEVELOPMENT OF THE PROJECT AND EACH TEAM MEMBERS' QUALIFICATIONS 134 1.7.7.3. 53 Arnaud Karsenti is the Managing Principal of 13th Floor Investments, a real estate investment and development firm based in Miami, Florida. Since inception, 13th Floor has acquired, developed, and managed over $5 billion in real estate assets. The firm adheres to a value-investing philosophy and seeks opportunistic risk-adjusted returns for its investors. 13th Floor has been active across the broad real estate spectrum, ranging from distressed residential assets to condominiums, multifamily, and single-family homes. Today, the firm is mainly focused on mixed-use residential developments and expanding its homebuilding business, 13th Floor Homes. Mr. Karsenti is primarily responsible for the general direction of the firm’s investment strategy as well as its overall capitalization. 13FI manages capital through a series of discretionary private equity funds, which consist of private and institutional capital. In addition, the firm enjoys longstanding partnerships with best-in class capital partners across the United States. Given its unique role as both operator and capital partner, 13th Floor prides itself on being a great partner to a wide range of players in the real estate industry. This reputation has allowed 13FI to expand geographically as well as across a wide range of asset classes. Prior to founding 13th Floor, Mr. Karsenti founded Collegeboxes, the nation’s leading college-based shipping and storage company, which was acquired by U-Haul in 2004. Mr. Karsenti began his real estate career by knocking on doors in Miami’s urban core where he assembled a portfolio of properties which ultimately lead to forming 13th Floor. Mr. Karsenti is also active in the community – he is an active member of the Young President’s Organization (YPO) and sits on the executive board of the Greater Miami Jewish Federation. Mr. Karsenti graduated cum laude from the Pratt School of Engineering at Duke University, with a dual degree in Mechanical Engineering and Economics, and holds an MBA from the Harvard Business School. RESPONDENT KEY STAFF 13TH FLOOR LINK AT SOUTH MIAMI, LLC Rey Melendi joined 13th Floor in 2012, and oversees the development, construction, and operational asset management of the Sponsor’s investments. Prior to 13th Floor, Mr. Melendi was the Director of REO at Rialto Capital Management LLC. At Rialto Capital Management LLC, he managed over $300 million in commercial and residential REO properties in the Pacific Northwest, Midwest and Eastern Seaboard. Prior to joining Rialto, Mr. Melendi held several senior roles within Lennar Corporation. Most recently, he was Senior Vice President at Lennar Ventures, focusing on strategic partnerships in the Renewable Energy Industry, as well as managing Lennar’s Government Affairs initiatives at the Federal and State level. As a member of the Lennar family for over 17 years, he held the titles of President (of the South East Florida Land Division), Real Estate and Sales Agent, Superintendent, Construction Area Manager, Director of Construction, VP of Construction and Division President. Mr. Melendi’s areas of expertise include construction, development, underwriting and acquisition of land, and day-to-day management of large groups of personnel. He has in depth knowledge of land entitlement, permitting processes and DRIs. Mr. Melendi was President of the Builders Association of South Florida and is a member of its Board of Directors. He is also involved with the United Way Young Leaders. In 2005, he was awarded the prestigious Latin Builders Association “Land Developer of the Year” Award. He holds an associate degree in Criminal Justice and has a General Contractor’s License. As Principal and Chief Financial Officer of 13th Floor Investments, Daryl A. Shevin, CFA, oversees all financial, operational, and accounting aspects of the firm and its investment vehicles, inclusive of all debt and equity structures. Mr. Shevin is responsible for ensuring that 13th Floor’s stakeholders see timely returns on their investments as well as building and fostering the firm’s strong financing relationships. Mr. Shevin has over 23 years of experience in the finance and investment industry. Under Mr. Shevin’s leadership, 13th Floor has been successful in the closing of over $921 million dollars of debt and $929 million dollars in equity across 50+ vehicles. Mr. Shevin also leads 13th Floor’s Investor Relations team, which administers and reports on the firm’s $5.0 billion portfolio in real estate asset value. Among Mr. Shevin’s major achievements include securing $95 million in financing for the Harbour, a twin-tower, 425-unit luxury waterfront condominium located in North Miami Beach; the closing of a $76 million construction loan for 1010 Brickell, a 387-unit luxury residential tower; and facilitating a $50 million loan for Motion at Dadeland, a 294-unit, high-end, transit-oriented rental community in South Miami. Prior to joining 13th Floor in 2010, Mr. Shevin was the CFO/COO of White Barron Asset Management, an asset manager focusing on the asset-backed bond market. Mr. Shevin began his career as a fund administration supervisor at Kaufman, Rossin & Co. and also served as the head fund accounting manager at United Capital Asset Management. Mr. Shevin was named CFO of the year in 2012 by the South Florida Business Journal. He has been a CFA charter holder since 2006 and received his bachelor’s degree from the Warrington School of Business at the University of Florida. Aaron Stolear leads 13th Floor Investments Public Private Partnership (P3) vertical. As part of his responsibilities, he oversees Link at Douglas. Link is a 1.5M SF transit-oriented development with residential, office, retail, and public infrastructure components. Prior to joining 13th Floor, Mr. Stolear worked in Project Management & Execution at ExxonMobil Development Company. There, he worked on multi-billion dollar infrastructure projects ranging from oil production facilities in Angola to a residential building campus in Iraq. During his time at ExxonMobil he held a variety of project management functions and positions. Mr. Stolear graduated as Magna Cum Laude in Civil Engineering from the University of Florida and holds an MBA from Harvard Business School. REY MELENDI CHIEF OPERATING OFFICER, PRINCIPAL ARNAUD KARSENTI MANAGING PRINCIPAL DARYL SHEVIN CHIEF FINANCIAL OFFICER AARON STOLEAR PRESIDENT OF DEVELOPMENT 135 1.7.7.3. 54 SUBCONTRACTORS KEY STAFF CORWIL, CIVIC, AND LANGAN Founded in 1992, Corwil Architects has endeavored to provide innovative and practical designs that pivot on the Owners’ program and seamlessly integrate aesthetics, architectural functionality and code compliance. Our designs are tailored to the specifics of each project and evolve from the Owner’s requirements, the constraints of the site and the needs of the end users. In developing our concepts, we strive to introduce creativity while preserving the historical and cultural fabric of the neighborhood. Working alongside the team, our principals encourage a studio environment wherein creativity, coupled with attention to detail, are the norm of the day. Our designers work with the latest computer design software. Our projects are modeled in Revit and coordinated in the cloud thru the use of BIM 360. Our quality control team is spearheaded by Vice- President Felix Jorge Cordoves who has implemented a peer review process which includes in-house review of all projects, lessons learned meetings as well as regularly scheduled lunch and learn presentations. ALBERT CORDOVES PRESIDENT | CORWIL Civic construction company, inc., civic construction management, LLC and civic-catalyst construction group, NYC, all three companies dedicated to serving its customers through quality, competitive pricing, professionalism and a personal relation. Having successfully completed over a billion dollars in projects over the past twenty three years, Williams diverse background and acquired experience offers our clients the technical and professional skills required to successfully manage the current challenges being imposed by todays industry, by offering cost effective and practical solutions to problems, value engineering the projects to ensure cost effectiveness and the highest profitability. His leadership, management skills, and emphasis on quality, design and costs control along with his personal commitment to the successful completion of every project has been reflected in our firms history and is precisely the formula of our firms success. WILLIE J. REAL FOUNDER AND CEO | CIVIC Mr. Rodriguez has more than 29 years of civil engineering experience. He has led the site/civil engineering design of numerous urban, high-profile projects in the City of Miami, City of Coral Gables, City of Aventura and Miami-Dade County. His expertise ranges from municipal utility improvements and roadway resurfacing and reconstruction to County local and area wide drainage improvements. Mr. Rodriguez has spearheaded the Environmental Resource Permit and Corp of Engineer Dredge and Fill permitting efforts on numerous projects. He is intimately familiar with the Miami-Dade Water and Sewer Department standards and specifications as well as with the permit process through the Miami-Dade County Department of Planning, Environmental and Regulatory Affairs, the South Florida Water Management District, the Florida Department of Environmental Protection and US Army Corp of Engineers. Construction dewatering throughout the United States and internationally. LEONARDO RODRIGUEZ PRINCIPAL | LANGAN 136 5555 1.7.8 PAST PERFORMANCE 137 1.7.8. 56 CORE (COMPLETED) PAST PERFORMANCE PROOF OF COMPLETION OF AT LEAST 5 PROJECTS CASCADE (COMPLETED) MOTION (COMPLETED) BOULEVARD (COMPLETED) 1010 BRICKELL (COMPLETED) 1 2 3 4 5 138 57 The respondent, 13th Floor Link at South Miami, LLC has not been involved with any litigation nor does it have any formal complaint history in connection to any prior or ongoing project. 1.7.8.1 + 1.7.8.2 LITIGATION AND FORMAL COMPLAINT HISTORY PAST PERFORMANCE 139 5858 1.7.9 PROJECT APPROACH 140 59 1.7.9. PROJECT APPROACH Our approach to the South Miami City Hall Redevelopment Project is founded on our extensive experience, commitment to excellence, and understanding of local conditions. As demonstrated by our successful completion of projects such as Motion at Dadeland, Core at Link at Douglas, and Cascade at Link at Douglas (as further detail in section 1.7.5.6), we have a proven track record in delivering large-scale, multi-component, mixed-use developments. We begin by closely aligning our vision with the City's objectives and goals. Understanding that each project is unique, we prioritize open communication and collaboration with stakeholders to ensure that community needs are met. Our commitment to transparency and engagement extends to participating in community outreach activities and regular ongoing communication and meetings. With our team's significant experience working with government and non-profit entities, including Miami-Dade County Department of Transit and Public Works, Broward College, and South Florida Regional Transportation Authority, we are well- equipped to navigate the complexities of public-private partnerships. Furthermore, our dedication to integrity, transparency, and accountability ensures that we uphold the highest standards throughout every phase of the project. From initial planning to construction and beyond, we work tirelessly to exceed the City's expectations and deliver a project that serves as a source of pride for South Miami and its residents. CITY FACILITY DEVELOPMENT Our team is committed to overseeing all aspects of the design, permitting, and construction of the Project at the City Hall Site. We will develop new buildings or spaces for the City Hall, City Police Station, and Miami-Dade County Public Library, ensuring compliance with all relevant regulations, and meeting minimum size and other requirements. We recognize the importance of these facilities in fostering community and providing essential services to residents. Furthermore, we will honor the historic Sylva Martin Building’s legacy while integrating it into the project's design. We are aware of and shall ensure compliance with the Interlocal Agreement between the City and Miami-Dade County governing the redevelopment or relocation of the library. We understand the critical importance of providing structured parking to accommodate the needs of City Hall, the City Police Station, and the Miami-Dade County Public Library. Our proposal shall include a comprehensive parking plan that meets or exceeds the specified requirements while also providing parking needs for private uses with adjustments based on regulated proximity to existing mass transit. LINKING PUBLIC TRANSIT AND COMMUNITY PROJECT APPROACH 141 60 1.7.9. LINKING PUBLIC TRANSIT AND COMMUNITY PROJECT APPROACH TOD DESIGN AND HIGHEST AND BEST USE Our vision for the redevelopment project prioritizes transit-oriented development principles and placemaking strategies that improve transit connections and accessibility. Leveraging our experience from comparable TOD projects, we aim to create an iconic transit landmark in South Miami that enhances connectivity, civic engagement, and sustainability. We are strong believers in the benefits of increasing mass transit ridership. Given the location, the development is being conceived as a true TOD. This TOD mindset permeates into every aspect of the project, from design of oversized drop off areas for autonomous vehicles, pedestrian accessibility, to public-space art curation opportunities, to transit screens around the pedestrian areas, to micro-mobility solutions, to safe bike paths and parking.. We plan to bring all the best practices we have gathered from comparable TOD projects (Motion at Dadeland, Link @ Douglas, 1010 Brickell, and Boca Tri-rail) to create an iconic transit landmark in Boca. Through a thoughtful mix of residential, retail, civic, and other land uses, we aim to create a vibrant, integrated community that enhances the surrounding area's transit and civic infrastructure. By integrating scalable amenities, unique public spaces, and dynamic outdoor environments, we seek to cultivate a vibrant, integrated community that promotes social interaction and embraces an exceptional outdoor lifestyle. Our commitment to placemaking extends to preserving the area's cultural heritage while embracing innovative design solutions that respond to market dynamics and demographic trends. Our development strategy will prioritize the highest and best use for the Project while remaining responsive to prevailing market conditions. We fully appreciate the economic value of the City’s real estate assets and developing competitive revenue streams for the City is a key priority for us. In accordance with the development agreement, we shall work with the City to secure financing and provide payment for all costs related to the planning, construction, and operation of the proposed development. We are committed to exploring various compensation structures, including purchase payments, lease payments, and revenue sharing arrangements, to ensure the City's financial interests are fully realized. CONTINUITY OF OPERATIONS We understand the critical importance of maintaining operational continuity for City functions and the library throughout the development process. Our commitment to responsible development includes collaborating closely with the City to develop and promptly implement mitigation and remediation plans. We shall submit comprehensive plans to the City, detailing strategies for mitigating disruptions to City, public, and private operations and facilities that may include altering, relocating, or replacing any City and/or private facilities, either temporarily or permanently. Additionally, we are prepared to cover the costs associated with monitoring and coordinating activities to minimize disruptions and maintain operational integrity. SYLVA G. MARTIN COMMUNITY CENTER MIAMI METRORAIL CITY OF SOUTH MIAMI POLICE DEPARTMENT 142 61 1.7.9. SCHEDULE AND PROJECT TIMELINE PROJECT APPROACH SCHEDULE Our proposed project implementation schedule reflects our unwavering commitment to delivering results with precision and efficiency. Drawing upon our multidisciplinary team of industry-leading experts and strategic partners, we will execute a phased approach that prioritizes transparency, collaboration, and proactive communication at every stage of the development process. From initial planning and design to construction and beyond, we will work tirelessly to ensure the project progresses according to schedule, meeting all regulatory requirements and quality standards. AWARD OF DEVELOPMENT AGREEMENT SITE PLAN APPROVAL CONSTRUCTION DOCUMENTS FINANCING LEASE UPCONSTRUCTION SCHEMATIC DESIGN & CONTRACT NEGOTIATION DESIGN DEVELOPMENT CONSTRUCTION LOAN APPROVAL PERMITS COMPLETION STABILIZATION OCTOBER 2024 APRIL 2025 DECEMBER 2024 NOVEMBER 2025 AUGUST 2025 JANUARY 2026 MARCH 2026 APRIL 2026 MAY 2026 OCTOBER 2027 NOVEMBER 2027 NOVEMBER 2028 143 62 REGULATORY COMPLIANCE We will adhere to all applicable rules, regulations, ordinances, and standards required by the City and any other regulatory agency to ensure timely completion of the project. Prior to and during construction, our development team shall meet with City staff to coordinate design and construction-related activities and submit monthly status reports as an essential component to effective project management. All development, permit, and other fees associated with the project shall be accounted for in the development budget, as well as any costs for utilities and infrastructure improvements. We shall apply for and obtain any necessary zoning, land use, and platting changes, including seeking a Future Land Use Map (FLUM) amendment to the Property’s existing FLUM designation. Our team shall vacate or obtain appropriate releases of easements, rights-of-way, or other encumbrances as necessary for development and obtain all required access permits from relevant authorities to enable development. We are committed to conducting thorough environmental studies and addressing any remediation efforts required to ensure environmental compliance. Our team will handle the filing of the Development Agreement and any other agreements awarded at the conclusion of this procurement process, including payment of all recording fees. Paying all taxes associated with the development of the property, including ad valorem real estate taxes, is a financial obligation we will fulfill. Commencing and completing construction of the Project in a timely manner is a commitment we take seriously. We will adhere to all applicable rules, regulations, ordinances, and standards required by the City and any other regulatory agency to ensure timely completion of the project. LOCAL CONDITIONS AND UNDERSTANDING As local residents deeply entrenched in the South Miami community, we grasp the significance of this redevelopment initiative and its pivotal role in shaping the city's future. Situated centrally within Miami-Dade County, South Miami presents abundant opportunities for sustainable growth and revitalization. Our appreciation for the area's rich cultural heritage drives us to integrate innovative design solutions that adapt to evolving market dynamics and demographic trends. With our roots firmly planted in the region, we possess an intimate understanding of South Miami's unique fabric. From its strategic location near major transportation hubs like the South Miami Metrorail Station, to its proximity to key institutions such as South Miami Hospital and the University of Miami, we recognize the city's potential as a thriving economic center. We recognize the importance of preserving the area's cultural heritage while embracing innovative design solutions that respond to evolving market dynamics and demographic trends. Our deep-seated understanding of local conditions, coupled with our extensive regional experience, uniquely positions us to navigate the intricacies of this project. By leveraging our insights into South Miami's dynamics, we are poised to deliver exceptional results that align with the City's objectives. Through collaborative engagement and thoughtful planning, we will ensure that the redevelopment project enhances the city's vibrancy, connectivity, and long-term sustainability. 1.7.9.1.7.9. REGULATORY COMPLIANCE AND LOCAL CONDISTIONS PROJECT APPROACH BAPTIST HEALTH SOUTH MIAMI SOUTH MIAMI EAST OF US1 UNIVERSITY OF MIAMI 144 6363 1.7.10 FINANCING 145 13th Floor Investments team has a long history and track record of financing large-scale development projects. We believe that each real estate venture requires a unique financing plan. 13th Floor Investments operates a set of discretionary private equity funds. Fund V is the latest iteration and has over $200 million of discretionary capital, which will be available for this project. Since 2010, 13th Floor has completed over 60 transactions comprising of $5B of managed real estate assets, deploying an excess of $1.2 billion of equity. The team has several long-standing equity relationships with firms such as Wexford, Barings/Mass Mutual, and Baupost, which have all recently invested in ground-up development projects with the principles. Additionally, debt relationships include premier banking institutions such as TD Bank, Santander, and CIBC, among others. Each investment is organized as a separate legal structure, with its own single purpose entity. This is a requirement made of us by our investors and lending institutions. Our operating businesses take full responsibility for the management and operation of each separate investment entity. To provide additional security, the respondents will provide a payment and performance bond security mechanism to the City prior to construction. While every project is unique from a financing perspective, an example of a typical financing strategy is Motion at Dadeland. In Motion, the capitalization was $88MM and was provided as follows: $35MM equity of which 10% was provided by the principles and 90% was provided by Barings (a $304B+ Global Financial Services firm with ties to Mass Mutual). In addition, $53MM was provided as Construction Loan from TD Bank and Santander. For the South Miami Redevelopment, the team plans to leverage its relationships with LP capital, such as Wexford’s Flagler Venture or Barings/Mass Mutual, which have both recently invested in ground-up development projects with the principles. Wexford is an SEC-registered investment advisor with assets under management of $3.4 billion. Flagler and 13th Floor have partnered together on 18 real estate investments, totaling $180 million of equity capital. Barings and 13th Floor have partnered on 5 real estate development projects, totaling $150 million of equity capital. On the debt side, the Proposer’s team has several current loans with Santander, TD Bank, and CIBC. Including a $112 million construction loan close with CIBC in 2023. These banks have financed significant projects for 13th Floor in the past and are very interested in continuing to provide financing for projects. 64 1.7.10. 13TH FLOOR FINANCIAL HISTORY FINANCING 146 6565 1.7.11INSURANCE 147 66 1.7.11 EVIDENCE OF INSURABILITY INSURANCE March 22, 2024 City of Sout Miami 6130 Sunset Drive South Miami, Florida, 33143 RE: Request for Qualifications (RFQ) N.O CSM2024-01 13th Floor Link at South Miami, LLC / PROOF OF INSURABILITY To Whom it May Concern, USI Insurance services and oversees the insurance program 13th Floor Link at South Miami, LLC. Please have this letter as confirmation that if awarded the development agreement 13th Floor will secure the insurance coverage, including the limits, insurance companies rating, wording naming the City of South Miami as an additional insured and compliance with all the terms included on Section 2.5.1 of the Request for Qualifications N.O CSM2024-01. The proof of coverage will be provided within the requested timeframe after the development agreement is awarded to 13th Floor. Should you have any questions please feel free to contact my self or a member of our team at 305-910-4412 or juan.cordoba@usi.com Regards, Juan D. Cordoba, AAI, CRIS Partner | Senior Vice President USI Insurance Services 201 Alhambra Circle, Suite 1205, Coral Gables, Fl, 33134 305-910-4412 – Cell Phone 305-443-4886 – Office juan.cordoba@usi.com | www.usi.com City of South Miami 148 6767 1.7.12 SPECIAL CONSIDERATIONS 149 1.7.12. 68 SPECIAL CONSIDERATIONS ARNAUD KARSENTI MANAGING PRINCIPAL AARON STOLEAR PRESIDENT OF DEVELOPMENT REY MELENDI CHIEF OPERATIONS OFFICER SABRINA OCNER DESIGN COORDINATOR CHRISTINE PEREZ ASSET MANAGER & ACCOUNTANT DAVID BENHAMU PROJECT MANAGER JOHN LANERGAN VP OF CONSTRUCTION ALFREDO SANABRIA PROJECT MANAGER YAIR WAINBERG VICE PRESIDENT Arnaud Karsenti is the Managing Principal of 13th Floor Investments, a real estate investment and development firm based in Miami, Florida. Since inception, 13th Floor has acquired, developed, and managed over $5 billion in real estate assets. Today, the firm is mainly focused on mixed-use residential developments and expanding its homebuilding business, 13th Floor Homes. Our vertically integrated company harnesses a diverse array of in-house expertise across project management, asset management, financing, architecture, interior design, structural engineering, shell construction and accounting. With licensed professionals and a seasoned team, we ensure the seamless integration of design, construction and branding, enabling us to consistently deliver exceptional products efficiently and with striking aesthetic appeal, thereby uniquely benefiting the City. Aaron Stolear leads 13th Floor Investments Public Private Partnership (P3) vertical. As part of his responsibilities, he oversees Link at Douglas. Prior to joining 13th Floor, Mr. Stolear worked in Project Management & Execution at ExxonMobil Development Company. There, he worked on multi- billion dollar infrastructure projects ranging from oil production facilities in Angola to a residential building campus in Iraq. Rey Melendi joined 13th Floor in 2012, and oversees the development, construction, and operational asset management of the Sponsor’s investments. Prior to 13th Floor, Mr. Melendi was the Director of REO at Rialto Capital Management LLC. At Rialto Capital Management LLC, he managed over $300 million in commercial and residential REO properties in the Pacific Northwest, Midwest and Eastern Seaboard. Sabrina Hohl joined 13th Floor Investments in March 2022 with over 10 years of experience in interior design. Mrs. Hohl graduated from the Florida International University with a Bachelor’s degree in Fine Arts, a Master’s degree in Interior Design, and a Certificate in Cruise Ship and Super Yacht Design. With over 20 years of experience in the field of interior design and construction, Melissa Tolmach is responsible for all creative aspects of 13th Floor Investment's developments, from concept, through design and construction, to opening day. Mrs. Tolmach oversees the overall look and feel of the developments including interior design and elevation character. David Benhamu has been a practicing architect for over 10 years for boutique private and large corporate developers. He has focused on high-rise residential and mixed-use buildings with a persistent curiosity to understand and drive complex real estate projects. Mr. Benhamu holds a dual Bachelor’s and Master’s degree in Architecture from Universidad Central de Venezuela and the Politecnico di Milano in Italy and is a licensed architect in the State of Florida. Christine Perez joined 13th Floor Invest- ments in 2017. Ms. Perez graduated from the University of Florida with a Bachelor's Degree in Anthropology. John Lonergan joined 13th Floor In- vestments in 2017. Proir to joining 13th Floor, Mr. Lonergan worked as Director of Operations for Centerline Homes and Area Manager for Cal Atlantic Homes and Courchene Development Corporation. Alfredo Sanabria joined 13th Floor Investments in December 2021 with over 13 years of experience in construction management, construction oversight, and structural design experience. Mr. Sanabria graduated from Florida International University with a Bachelor of Science in Civil Engineering and a Master of Science in Structural Engineering from Columbia University. Alfredo is a licensed Civil Engineer in the state of California. Yair Wainberg joined 13FI in 2017 as Associate Vice President of Acquisitions. He was previously a Director at Property Markets Group in Miami, where he worked in acquisitions, deal structuring, and development finance in an array of multifamily and condominium residences in South Florida valued at over $1 billion. He holds an Industrial Engineering degree from Penn State and an MBA from Harvard Business School. A VERTICALLY INTEGRATED TEAM MELISSA TOLMACH DESIGN DIRECTOR 150 6969 ATTACHMENTS 151 70 ATTACHMENT B DECLARATION/AFFIDAVIT OF REPRESENTATION This Affidavit is not required for compliance with the City’s Solicitation; however, it may be used to avoid the need to register members of your presentation team as lobbyists. Pursuant to City Ordinance 28 -14- 2206 (c)(9), any person who appears as a representative for an individual or firm for an oral presentation before a City certification, evaluation, selection, technical review, or similar committee, must list on an affidavit provided by the City staff, all individuals who may make a presentation. The Affidavit must be filed by with the City Clerk's office at the time a response, bid, or proposal is submitted to the City. For the purpose of this solicitation only, the members listed for the presentation team, with the exception of any person otherwise required to register as a lobbyist, shall not be required to pay any registration fees. No person may appear before any committee on behalf of an anyone unless he or she has been listed as part of the firm's presentation team pursuant to this Affidavit or unless he or she is registered with the City Clerk's office as a lobbyist and has paid all applicable lobbyist registration fees. Pursuant to Section 92.525(2), Florida Statutes, the undersigned, ________________, makes the following declaration under penalties of perjury: Listed below are all individuals who may make a presentation on behalf of the entity that the affiant represents. NAME TITLE Under penalties of perjury, I declare that I have read the foregoing declaration and that the facts stated in it are true and specifically, that the persons listed above are the members of the presentation team of the entity listed below. 50 of 53 ARNAUD KARSENTI CEO REY MELENDI COO AARON STOLEAR PRESIDENT JONATHAN RAIFFE PARTNER DAVID BENHAMU PROJECT MANAGER WILLIAM REAL GENERAL CONTRACTOR ALBERT CORDOVES ARCHITECT REY MELENDI 152 SOUTH MIAMI CITY HALL REDEVELOPMENT PROJECT RFP No. CSM 2024-01 THANK YOU 13TH FLOOR LINK AT SOUTH MIAMI, LLC 2850 Tigertail Ave Suite 701, Miami, FL 33133 (786) 220-0460 CONTACT: REY MELENDI 786.693.7116 rmelendi@13fi.com 153 154 Date: March 25, 2024 A ttention to : Steven P. Kulick City of South Miami Chief Procurement Officer 6130 Sunset Drive City of South Miami, FL 33143 skulick@southmiamifl.gov R espondent : Adler Development LLC 3800 NW 1st Avenue, Suite 300 Miami, FL 33137 305-392-4005 www.AdlerDevelopment.net p R oject M A n A ge R & p R i MAR y c ontAct : Morgan Sirlin Vice President P. 305.392.4051 C. 305.951.4842 msirlin@adlerdevelopment.net RFQ No. CSM2024-01 SOUTH MIAMI CITY HALL REDEVELOPMENT PROJECT Request for Qualifications 2155 TABLE OF CONTENTS 1.7.3 Letter of Intent..............................................04 1.7.4 Response Form Package................................07 1.7.5 Respondent’s Qualifications..........................29 1.7.6 Proof of Experience......................................46 1.7.7 Key Staff Qualifications..................................61 1.7.8 Past Performance...........................................69 1.7.9 Project Approach..........................................73 1.7.10 Financing.......................................................80 1.7.11 Insurance......................................................84 1.7.12 Special Consideration...................................88 Request for Qualifications 3156 1.7.3 - LETTER OF INTENT 4157 1.7.3 - LETTER OF INTENT Steven P. Kulick City of South Miami Chief Procurement Officer 6130 Sunset Drive City of South Miami, FL 33143 skulick@southmiamifl.gov RFQ no. csM2024-01 FoR the south MiAMi city hAll RedevelopMent pRoject To the City of South Miami: It is with great excitement that we introduce our company and development team who will execute and deliver the City of South Miami’s vision for the redevelopment of the ~4-6 acre property located at 6130 Sunset Drive. This redevelopment will take the existing site and create a new and vibrant large-scale, multi-component mixed-use project that will revitalize the City’s down- town area and create a center for civic engagement that is connected with its surroundings and integrated into the community and the adjacent transit system. Public Private Partnerships (“PPP’s”) have been an integral component in addressing community challenges by providing a vehicle through which public entities can work together with private sector developers to create thoughtful solutions. As Miami continues to experience record growth, municipalities like Miami-Dade County and the City of South Miami have started to review overlooked and underutilized assets and seek input from private developers to determine how to maximize their properties to the highest and best use for all stakeholders. Almost a decade ago, our firm began engaging with a variety of municipalities through Public Private Partnerships on Transit-Oriented Developments (“TOD”s) in Miami’s mass transit corridor. Today, Adler Development is at the forefront of this movement, with over $800 MM in PPP and TOD projects at various stages of the development cycle. Through our various partnerships with Miami-Dade County, the City of Miami, the South Florida Regional Transit Authority, and Broward College, we have learned that while what we build is important, how we do it is even more so. We understand that successful Public-Private Partnerships hinge on a deep understanding of the issuer’s priorities. We meticulously analyze the issuer’s priorities, the unique attributes of the site, and the aspirations of the surrounding community. This holistic approach empowers us to strike a delicate balance: achieving the “highest and best use” of the property while seamlessly integrating vital objectives. We have a proven ability to work effectively in partnership with private institutions and public entities to bring ambitious and impactful projects to life. Adler Development recognizes and appreciates the important responsibility that comes with an opportunityof this magnitude, and we are committed to ensuring this project is a success for both the City of South Miami, Miami-Dade County, and its residents. We understand your development will require a strong team, with large-scale development and PPP experience to manage the design and approval process with meaningful public participation, incorporate sustainable design elements and construction materials, work collaboratively with all environmental and public agencies, source and execute the required financing, and deliver the completed project on schedule. We understand there will be legal requirements and logistical needs for the City and County and we are ready to meet those needs by making and fulfilling our obligations. 5158 1.7.3 - LETTER OF INTENT We also recognize that a large-scale redevelopment of this nature comes with the responsibility to preserve and complement the fabric of the surrounding neighborhood. That’s why we go beyond simply aiming for ‘highest and best use’. We carefully balance project goals like transit connectivity, mixed-income housing, infrastructure improvements, green spaces, and civic development. We have made it a point to be good stewards of any TOD and PPP project that we have been awarded and we have worked closely with all stakeholders towards building a unified vision, fostering strong relationships, and delivering outstanding results. Adler Development possesses a deep understanding of the transformative potential Public Private Partnerships hold for un- locking the value of underutilized assets. As the demand for innovative solutions grows, we champion the synergy between public entities and private developers, recognizing this as the key to revitalizing communities and maximizing shared benefits. Our past achievements are a result of our awareness and flexibility to align our vision and scope with our partners for shared success. We are confident our team has both the competency and capacity to deliver on this exciting venture and would be honored if the City selects us as it’s development partner. We look forward to working together to deliver your vision for the South Miami City Hall Redevelopment Project. Sincerely, David S. Adler Chief Executive Officer Adler Development 6159 1.7.4 - RESPONDENT FORM PACKAGE 7160 1.7.4 - RESPONSE FORM PACKAGE Form 1. Response Form Package Acknowledgement 8161 FORM I RESPONSE FORM PACKAGE ACKNOWLEDGEMENTS I hereby propose to furnish the goods and services specified in the Request for Qualifications RFQ No. CSM2024-01 I agree that my Response wil l remain firm for a period of 180 days after opened by the City in order to allow the City adequate time to evaluate the Response. I certify that all information contained in this Response is truthful to the best of my knowledge and belief. I further certify that I am duly authorized to submit this Response on behalf of the Firm named as the Proposing Firm and that said Firm is ready, willing, and able to perform if awarded the Agreement. I further certify, under oath, that this Response is made without prior understanding, agreement, connection, discussion, or collusion with any other person, firm or corporation submitting a Response; no officer, employee or agent of the City of South Miami or any other Respondent has an interest in said Response . Furthermore, I certify that the undersigned executed this Response Form with full knowledge and understanding of matters therein contained and was duly authorized. I further certify that the Respondent acknowledges receipt of all Addenda issued by the City in connection with the RFQ (Check the box next to each addendum received). ~ Addendum 1 Addendum 2 Addendum 3 Addendum 4 Addendum 5 Addendum 6 Addendum 7 Addendum 8 Addendum 9 Addendum 10 Attached hereto are the following forms/documents which form a part of this Response: □ Form I. □ Form 2A. □ Form 2B. □ Form 3. □ Form 4. □ Form 5. □ Form 6. □ Form 7. □ Form 8. Response Form Package Acknowledgement. Respondent's Certification (if Company or Corporation) Respondent's Certification (if Partnership) Single Execution Affidavits Dispute Disclosure Certification Regarding Debarment, Suspension, & Other Responsibility Matters Primary Covered Transactions Respondent's Qualifications Survey Key Staff and Proposed Subcontractors Reference List 28 or 53 1.7.4 - RESPONSE FORM PACKAGE Form 1. Response Form Package Acknowledgement 9162 FOR M I RES PONSE FORM PAC KAGE AC KNOWLEDGE MENT S (C ON TINUED) Adler Development LLC NAME OF RESPONDENT Fl~ / ·::S ~s~ S IGNATURE OF RESPONDENT David S. Adler , Chief Executive Offficer NAME & TITLE, TYPED OR PRINTED MA ILING ADDRESS 3800 NE 1st Avenue , Suite 300 Miami , FL 33137 (3 05 ) 392-4005 TELEPHONE NUMBER Sta te of Flor ida Co un ty of /'1 Cg/v/ j -tml e The fo regoi ng instrum ent was acknowledged before me by means of A physical prest:nce or onli ne notarizat ion, thi s~ day of M,v d " , 20 2.'f, by 'ten 1, J. S. -A,:J[c/ (name of pe rso n) as I (type of autho ri ty) for t4( ( t'/ de vf t>f /11, r'v /- ___ (na:~11,.,51,f party on be!1alfofwh 11 inst rum ent is executed). ~f.~':X!'.1J%"<, Calvin S. Koch IV '>O •A' ·-<~ g~{ \~'§ Comm .:HH 186739 \'J;~ .... /,(!/ Expires : 0cl. 14 , 2025 "11,,%iiii"'''' Notary Public -State of Florida ---2(_Persona ll y k nown to me; or Nota r y P u bli c (Print, S tamp, or Type as Commi ssio ned) ___ Produced identification (Type of Ident ificatio n: _____________ ~ ___ Did take an oath; or ___ Did no t take a n oath 29 of53 1.7.4 - RESPONSE FORM PACKAGE Form 2A/2B. Respondent’s Certification (if Company or Corporation or Partnership) 10 Not Applicable - Adler Development is a Limited Liability Company 163 1.7.4 - RESPONSE FORM PACKAGE Form 3. Single Execution Affidavits 11164 FORM3 SINGLE EXECUTION AFFIDAVITS THIS FOR~I ~IUST BE SIGNED AND SWORN TO IN THE PRESENCE OF A NOTARY PUBLIC OR OTHER OFFICIAL AUTHORIZED TO ADMJNISTER OATHS. THIS FORM COMBINES SEVERAL AFFIDAVIT STATEMENTS TO BE SWORN TO BY THE RESPONDENT OR RESPONDENT AND NOTARIZED BELOW. IN THE EVENT THE RESPONDENT OR RESPONDENT CANNOT SWEAR TO ANY OF THESE AFFIDAVIT STATEMENTS, THE RESPONDENT OR RESPONDENT IS DEEMED TO BE NON- RESPONSIBLE AND IS NOT ELIGIBLE TO SUBMIT A RESPONSE. THESE SINGLE EXECUTION AFFIDAVITS ARE SUBMITTED TO THE CITY OF SOUTH MIAMI AND ARE STATEMENTS MADE: By : __ D=a~vi=d~S~-~A~d=l=e~r _______________________ _ For (Name of Proposi ng or Responding Entity): Adler Development LLC Whose bu s iness address is : 3800 NE 1st Avenue, Suite 300, Miami FL 33137 And (if applicable) its Federal Employer Identification Number (FEIN) is : 46-1988233 (if the entity does not have an FEIN, include the Social Security Number of th e individual s ig ning thi s sworn statement. SS#: _________________ __,_ Americans with Disabilities Act Compliance Affidavit The above named firm, corporation or organization is in compliance with and agrees to continue to comply with, and assure that any subcontractor, or third party contractor und e r thi s project complies with all applicable requirements of the laws li sted below including, but not limited to , those provisions pertaining to employment, provision of programs and services, transportation, communications, access to facilities, renovation s, and new construction. • The American with Di sabiliti es Act of 1990 (ADA), Pub. L. 101-336, 104 Stat 327, 42 USC 1210112213 and 47 USC Sections 225 and 661 including Title I, Employment; Title 11 , Public Services; Title IH, Public Accommodations and Services Operated by Private entities; Title IV, Telecommunication s; and Title V, Miscellaneous Provi sions . • The Florida Americans with Disabilities Accessibility Implementation Act of 1993 , Section 553.501-553.513, Florida Statutes: • The Rehabilitation Act of 1973, 229 USC Section 794; • The Federal Transit Act, as amended 49 USC Section 1612; • The Fair Hou sing Act as amended 42 USC Section 3601-3631. Respondent Initial s 32 of 53 1.7.4 - RESPONSE FORM PACKAGE Form 3. Single Execution Affidavits 12165 Public Entity Crimes Affidavit I und ers tand that a "publi c entity crime" as defined in Paragraph 287. 133(1)(g), 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 ent ity or with an agency or politic a l subd ivi sion of any other s tat e or of the United States, including but not lim ited to, a ny bid or contract for goods or serv ice s to be provided to any public entity or an agency or political subdivi s ion of any other state or of the United States and involving antitrust, fraud , th eft, brib ery, collusion, racketeering, cons piracy, or material mi srepre se ntat ion s. I understand that "convicted" or "conviction" as defined in Paragraph 287.133(1)(b), Florida Statutes, means a finding of guilt or a conviction of a public e ntity crime, with or without an adjudication of g uilt , in any federal or state trial court of record relating to charges brought by indictment or inform ation after July I , 1989 , as a result of a jury verdict, non-jury trial, or entry of a plea of gu ilty or nolo contendere. I understand that an "affiliate" as defin ed in Paragraph 287 .13 3( I )(a), Florida Statutes, means: I. A predecessor or s ucce sso r of a person convicted of a public entity crime; or 2. An entity under the control of any natural perso n who is active in the management of the entity and who has been convicted of a public entity crime. The term "affiliate " include s those officers, directors, executives, partners, s hareholders, employees, memb ers, and agents who a re active in the manage ment of an affiliate. The ownership by one perso n of share s constituting a controlling interest in another person, or a pooling of equipment or income among perso ns when not for fair market value under an arm's length agreement, s hall 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 month s shall be considered an affiliate. I understand that a "perso n" 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 th e legal power to enter into a binding contract and which bid s or applies to bid on contracts for the provision of goods or service s 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, and partne rs, shareholders, employees, members, and age nt s who are active in management of an entity . Based on information and belief, the state ment, which I hav e marked below, is true in relations to the entity s ubmitting thi s sworn statement. (INDICATE WHICH STATEMENT APPLIES.) ✓ Neither th e entity s ubmitting thi s sworn statement, nor any of its officers, directors, executives, partners, s hareholders, employees, members, or agents who are active in the management of the entity, nor any affiliate of the entity ha s been charged with ad convicted ofa public entity crime s ubse quent to Jul y I , 1989 . LJ The entity s ubmitting this sworn statement , or one or more of its officers, directors, executives, partners, shareholders, employees, members, or agen ts who are active in th e manage ment of the entity, or an affiliate of the entity ha s be en charged with and convicted ofa public e ntity crime subse quent to July I, 1989. LJ The entity s ubmitting this sworn sta tement, or one or more of its officers, directors, executives, partners, shareholders, employees, members, or agents who are active in the manage ment of the e ntity, or an affiliate of the en tity has been charged with and convicted of a public entity crime subsequent to July I , 1989. However, there ha s been a subseq uent proceeding before a Hearing Officer of the State of Florida, Divi s ion of Administrative Hearings and the final Order entered by th e Hearin g Officer determined that it was not in the public interest to place the entity su bmitting this sworn statement on the convicted vendor li st (attach 33 of 53 1.7.4 - RESPONSE FORM PACKAGE Form 3. Single Execution Affidavits 13166 a copy of the fin a l order). I understand that the s ubmi ss ion of thi s form to the contracting officer for the public e ntity id e ntifi ed in paragra ph I above is for that public entity only and that thi s form is valid throug h December 31 of th e calendar year in which it is fil ed . I also understand that I am required to inform the public entity prior to ent erin g into a contract in excess of the threshold amount provided in Section 287.017, F lorida Statutes for cate gory two of any change in th e information contained in thi s form. J71t Respondent Initial s No Conflict of Interest or Contingent Fee Affidavit Res pondent warrants th at neither it nor any princip a l, employ ee, agent, representative nor family member ha s paid or will pay any fee or consideration that is contingent on the award or execution of a contract arising out of thi s soli c it ation . Respondent a lso warrants that ne ither it nor any principal , e mployee, agent, repre sentative nor family member has procured or a tt empted to procure thi s contract in viol ation of any of th e provisions of the Miami-Dade Co unty and City of South Miami conflict of interest or code of ethi cs ordinances. Further, Respondent acknowledges that any violation of these warrants will result in th e termination of th e contract a nd forfeiture of funds paid or to be paid to th e Respondent should the Re s pondent be selected for the perform a nce of thi s contract. Respondent Initial s Business Entity Affidavit Re spondent here by recogni zes and certifies that no e lected official, board me mber, or employee of th e City of South Miami (the" City") s hall have a financial interes t directly or indirectly in thi s transaction or any compensation to be paid under or throug h thi s tran saction, and further , th at no City employee, nor any e lected or a ppointed officer (including C ity board membe rs) of the City, nor any s pouse, pare nt or child of s uch employee or elected or appointed officer of the C ity, may be a partner, officer, director or proprietor of Respond e nt or Vendor, and further, that no s uch C ity employee or el ected or a ppointed officer, or th e s pou se, pa rent or child of any of them, a lo ne or in combination, may have a materi a l interest in the Vendor or Re s pondent. Materia l inte res t means direct or indirect ownership of more th an 5% of the total asse ts or capital stock of the Respondent. Any exception to the se above describ ed re striction s mu st be ex pre ss ly provided by applicable law or ordinance and be confirmed in writing by City. Further, Res pondent re cognizes that with res pect to thi s transacti o n or bid, if any Respondent violates or is a party to a violation of the ethics ordinances or rul es of the C ity , th e provi sio ns of Mi ami-Dade County Code Section 2-11.1, as applicable to City, or the provisions of Chapter 112, part 111 , Fla. Stat., the Cod e of Ethics for Public Officers and Employees, such Re s pondent may be disqualified from furnishing th e goods or servic es for which th e bid or Bid is s ubmitted and may be further di sq ualifi ed from s ubmitting any future bid s or Bid for goods or se r vices to C ity. Respondent Initi a ls An ti-Collusion Affidavit I . Re s ponde nt/Res ponde nt has perso nal knowledge of the matters set forth in it s Re sponse and is fully informed re spectin g the preparation and contents of the attached Response and all pertinent circumstances respecting the Bid ; 2. The Response is genuine and is not a collusive or s ham Response; and 34 of 53 1.7.4 - RESPONSE FORM PACKAGE Form 3. Single Execution Affidavits 14167 3. Neither the Re s pondent/Res pondent nor any of it s officers, partners, owners, agents, represent a tives, employees, or parti es in intere st, including Affiant, has in any way colluded, conspired, connived, or agreed, directly or indirectly with any other Re s pondent/Res pond e nt , firm , o r perso n to submit a collus ive or sham Response, or ha s in any manner, directly or indirectly, sou ght by agreement or collus ion or communication or conference with any other Re s pondent/Respondent , firm, or person to fix the pric e or prices in the attached Re s ponse or of any other Re s pondent/Respondent, or to fi x any overhead, profit , or cost e le ment of the Re s ponse price or the Res pon se price of any other Respondent/Respondent, or to se cure through any collus ion , conspiracy, connivance or unlawful agreement any adva nta ge aga in st th e City or any person interested in th e proposed Contract. Re s pond e nt Initial s Scrutinized Company Certification I. Re spondent certifies th at it a nd it s subcontractors are not on the Scrntinized Companies that Boycott Israe l List. Pursuant to Section 287.135, F.S., the C ity may immediate ly terminate th e Agreem ent th at may res ult from thi s RFQ at its so le option if the Respondent or its subcontractors are found to ha ve submitted a false ce rtifi cation; or if the Respondent, or its subcontractors are placed on the Scrutinized Companies that Boycott Israel Li st or is engaged in the boycott of Israe l during th e term of the Agreement. 2. If the Agreement that may re s ult from thi s RFQ is for more than one million doll ars, the Re spo ndent certifies that it and it s subcontractors are also not on the Scrutinized Companies with Activities in Sudan, Scrutinized Compani es with Activities in th e Ir an Pet ro leum Energy Sector List, or engaged with busi ness operations in Cuba or Syria as identified in Section 287 .135 , F .S. pursuant to Section 287.135, F .S ., the City may immediately terminate the Agreement th at may re s ult from thi s RFQ at its sole option if the Re s pondent, it s affiliates, or it s subcontractors a re found to have s ubmitted a false certification; or if the Re spo ndent , it s affiliates, or it s s ubcontractors are placed on the Scrutinized Companies with Activiti es in Sudan List, or Scrutinized Companies with Activities in the Iran Petroleum Energy Sector List, or engaged w ith bu s iness operations in C uba or Syria durin g the term of th e Agreement. 3. The Res pond ent agrees to observe the above requirements for a pplic a ble subcontracts entered in to for th e performance of work under the Ag reement that may re sult from thi s RFQ. As provid ed in Subsection 28 7.13 5(8), F.S., if federal law ceases to au thori ze the above-stated cont rac tin g prohibitions th en th ey s hall become inoperative . Re s pondent Initial s Drug-Free Workplace Affidavit Re s pondent here by recogn izes that, purs ua nt to F.S. § 287 .087, preference s hall be given to businesses with dru g-free workplace program s when two responses are equal with re s pect to price, quality, and se rvice . Re s pondent un derstands that in order to qualify as a drug-free wo rkplace, Re s pondent mu st: a) Publi s h a statement notifying employ ees that the unl aw ful manufacture, di stri bution, di s pens in g, possession, or use of a controlled substanc e is pro hibi ted in the workp lace and s peci fy in g the actions that will be ta ken aga in st employees fo r viol ation s of s uch prohibition. 35 of 53 1.7.4 - RESPONSE FORM PACKAGE Form 3. Single Execution Affidavits 15168 b) Inform emp loyees about th e dangers of dru g a bu se in the workp lace, the Respondent's policy of maintaining a drug-free wo rkp lace, any available drug counseling, re hab ilitation, and employee ass istanc e progra ms, and the penalties that may be imposed upon employe es for drug ab use violations. I) Give each em plo yee engaged in providing co mmoditi es or contractual se rvices und e r the 1TB a co py of th e s tatem ent specified in subsecti on (I). 2) Notify em pl oyees that, as a condit ion of working on the commodities or co nt ractua l servic es under the 1TB , the e mployee must a bide by the term s of the statement and w ill not ify the employer of any conviction of, or plea of g uilty or nolo cont e nd ere to, any violation of chapter 893 or of any co ntro ll ed s ubstanc e law of the United States or any state, fo r a violation occurring in the workpl ace no later th an five (5) days after s uc h conviction. 3) Impose a sa nction on, or require the sa ti sfacto ry participation in a drug a bu se assistance or re habilitat ion program if suc h is ava il able in the employee's community, by a ny employee who is so convicted. 4) Make a goo d faith effort to continue to maintain a drug -free workplace through th e impl ementation of thi s section. Based on inform at ion and belief, the statement, wh ich I have marked be low, is true in re lat ion s to the entity s ubmittin g this sworn statement. (INDICATE WHICH STATEMENT APPLIES.) V Th e entity submittin g th is sworn statement is a drug-free workplace and is in full compliance with the requirements set forth under F.S. § 287.087 . LJ The entity s ubmitting thi s sworn statem e nt is not a drug-free workplace. Respondent Initi a ls City Non -Discrimination Requirements Affidavit Re s pond ent understand s th at purs uant to Section 3-1.1 o f the Co de of the C ity of South Miami , the C ity will not e nte r into or award a contract to an entity engaged in a boycott. Re s pond ent und erstands th a t "Boycott" as defined und e r Section 3-1.1 of th e Code of th e Ci ty of South Miami mea ns to b lack li st, divest from, or otherwise re fu se to deal with a nati on or country, or to blacklist or otherwise refuse to dea l w ith a perso n or entity when th e action is based on race, color, nat ional o rigin , religion, sex, ge nder id entity, sexual orie ntation, ma rital or famil ia l stat us, age, or d isa bility in a discrimi nato ry manner. The te rm boycott does not include a decision base d upon bu si ness or economic re aso ns, or boycotts, embargoes, trade res tri c ti ons, or divestments th at a re spec ific all y autho rized or required by federa l law or state law. Re s pondent ce rtifies that it is not e ngaged in a boycott , and is in full co mpli anc e with Section 3 -1 .1 of th e Code of th e City of South Mi ami. DA- Respondent In it ia ls Aclmowi cdg mcnt, Warranty, and Accepta nc e 36 of 53 1.7.4 - RESPONSE FORM PACKAGE Form 3. Single Execution Affidavits 16169 1. Contractor warrants that it is willing and able to comply with all applicable state of Florida laws , rules and regulations. 2. Contractor warrants that it has read, understands, and is willing to comply with all requirements ofRFQ No. CSM2024-XX and any addendum/addenda related thereto. 3. Contractor warrants that it will not delegate or subcontract its re s ponsibilities under an agreement without the prior written permission of the City Commission or City Manager, as appl icable . 4. Contractor warrants that all information provided by it in connection with thi s Response is true and accurate. Re s pondent Initial s [REMAINDER OF PAGE LEFT INTENTIONALLY BLANK. SIGNATURE PAGE FOLLOWS.) 37 of 53 1.7.4 - RESPONSE FORM PACKAGE Form 3. Single Execution Affidavits 17170 In the presence of: Signed, sealed and delivered by: ~_s---/4_ Morgan Sirlin Print Name: David S. Adler. Title: Manager Tim Sterling ACKNOWLEDGMENT State of F lorid a 1 County of M;tu0,' -(Ac;tt The foregoing in strument was acknow ledged before me by means of lS._ physica) presencew online notarization, this l2 day of ffq.,c..\,.... , 20.r::f_, by ba v, rA S .. ) , ·e./ (name of person) as NGi..V\C\j c✓ (type of authority) for at/c.r [eve) t;f Mh 1- (,IHI/Jle of party on behalf of wh 1 instrument is executed). "'~~---~!'Jt,~ Calvin S. Koch IV {?.-···~·• •• t~ Comm .:HH 186739 ~~ h --~--'-l>~§ Expires: Oct. 14 , 2025 ,$" ,,/fo,.,o"~ N I P bl ' S I I • ,,,,11111111,,,, o ary u 1c • tale o F or1da _x__rersonally known to me; or Notary Public (Print, Stamp, or Type as Commissioned) ___ Produced id entification (Type of Id ent ification: ______________ ~ ___ Did take an oath ; or ___ Did not take an oath 38 of 53 1.7.4 - RESPONSE FORM PACKAGE Form 4. Dispute Disclosure 18171 FORM4 DISPUTE DISCLOSURE Answer the following questions by placing an "X" after "Yes" or "No". If you answer "Yes", please explain in the space provided, or on a separate sheet attached to this form. 1. Has your firm or a ny of it s officers, received a rep rimand of any nature or been s uspe nd ed by the Department of Profe ss ional Regulations or any other reg ulatory agency or professio nal associations within the la st five (5) years? YES ____ NO -~X~- 2. Has your firm, or any member of your firm, been declared in default, terminated or removed from a contract or job related to the se rvice s your firm provides in the regular course of bu s ine ss within the la st five (5) years? YES ____ NO_~X __ 3. Has your firm had against it or filed any reque sts for equitable adjustment, contract claims, Bid protests, or liti ga tion in the past five (5) years that is related to the serv ice s your firm provides in the regular comse of business? YES ____ NO_~X~_ If yes, state the nature of the request for equitable adjustment, contract claim, litigation , or protest, and state a brief description of the case, the outcome or status of the suit and the monetary amounts of extended contract time involved. I hereby certify that all statements made are trne and agree and understand that any mi sstatement or mi s representation of falsification of facts shall be cause for forfeiture of ri g hts for further consideration of this Response for the City of South Miami. State of Flori';tt,· • I\. J ..(J County of1UI-/N/, -~ _LPersonally lrnown to me ; or ACKNOWLEDGMENT {;q J Vt~ 5 K:od, .irr Notary Public (Print, Stamp, or Type as Commissioned) ___ Produced identification (Type of Identification : _____________ _ ___ Did take an oath; or ___ Did not take an oath 39 of 53 1.7.4 - RESPONSE FORM PACKAGE Form 5. Certification Regarding Debarment, Suspension, & Other Repsonsibility Matters 19172 FORMS CERTIFICATION REGARDING DEBARMENT, SUSPENSION, AND OTHER RESPONSIBILITY MATTERS PRIMARY COVERED TRANSACTIONS Th is certificat io n is req uired by the regul ations im plementi ng Executiv e Ord er 12549, Debarment and Sus pension, 13 CFR Part 145. The regulations we re published as Part VII of th e May 26, 1988 Federal Register (pages 19 160-192 11 ). Copies of t he regulations are avai lab le from loca l offices of the U.S. Sma ll Bus in ess Admin istrati on. (I) The prospective primary parti cipant certifies to the best of its knowledge and belief t hat it and it s principals: (a) Are not presently debarred, suspend ed, proposed for disbarment, dec la red in e li gible, or vol untarily excluded from cove red tran sact ion s by a ny Federal depart me nt or agency; (b) Have not w ith in a three-year period preceding thi s application been convicted of or had a civ il judgment rendered aga in st them for commiss io n of fra ud or a crimina l offense in connection with obtaining, attempting to obtain, or performing a public (Federal, State, or local) tran saction or contract under a public transaction ; violation of Federal or State anti tru st statute s o r commission of embezzle ment, theft, forgery , br ibery, fa ls ifi cation or destruction of records, making fa lse statement s, or rece iving sto len property; (c) Are not presently indicted for or o th erwise crimina ll y or civilly charged by a governmen tal entity (Federal, State, or local) with commi ss ion of any of t he offenses en um erated in paragraph ( I )(b) of this certification; and (cl) Have not within a three-year period preceding thi s app li cati o n had one o r more public tran saction s (Federal, State, or local) terminated for cause or default. (2) Where the prospective primary participant is unab le to certify to any of the statement s in t hi s certifi cation, suc h prospective primary participant sha ll attac h an exp lana ti on to thi s Statement of Qualifi cations. En ti ty Name: Adler Development LLC By: :::s:::=?~ ~ Signat ure of Authorized Representative David S. Adler, Manager Name and Title of Authorized Representative 40 of 53 1.7.4 - RESPONSE FORM PACKAGE Form 6. Respondent’s Qualifications Survey 20 FORM 6 RESPONDENT’S QUALIFICATIONS SURVEY COMPANY QUALIFICATIONS QUESTIONNAIRE Please complete this Company Qualifications Questionnaire. By completing this form and submitting a response to the RFQ, you certify that any and all information contained in the Response is true, that your response to the RFQ is made without prior understanding, agreement, or connections with any corporation, firm or person submitting a response to the ITB for the same materials, supplies, equipment, or services, is in all respects fair and without collusion or fraud, that you agree to abide by all terms and conditions of the RFQ, and certify that you are authorized to sign for the Respondent’s firm. Some responses may require the inclusion of separate attachments. Separate attachments should be as concise as possible, while including the requested information. In no event should the total page count of all attachments to this Form exceed five (5) pages. Some information may not be applicable; in such instances, please insert “N/A”. Firm Name Principal Business Address Telephone Number Facsimile Number Email Address Federal I.D. No. or Social Security Number Municipal Business Tax/Occupational License No. FIRM HISTORY AND INFORMATION How many years has the firm has been in business under its current name and ownership? Please identify the Firm’s document number with the Florida Division of Corporations and date the Firm registered/filed to conduct business in the State of Florida: Document Number Date Filed Please identify the Firm’s category with the Florida Department of Business Professional Regulation (DBPR), DBPR license number, and date licensed by DBPR: Category License No. Date Licensed Please indicate the type of entity form of the Firm (if other, please describe): □ Individual □ Partnership □ Corporation □ LLC □ LLP □ Other Please identify the Firm’s primary business: 41 of 53 Adler Development LLC 3800 NE 1st Avenue, Suite 300, Miami FL 33137 305-392-4005 info@adlerdevelopment.net 11 Real estate development, construction management, and consulting L13000008934 1 / 17 / 2013 46-1988233 MU24000373 173 1.7.4 - RESPONSE FORM PACKAGE Form 6. Respondent’s Qualifications Survey 21 Please identify the number of continuous years your Firm has performed its primary business: Please list all professional licenses and certifications held by the Firm, its Qualifier/Principal, and any Key Staff, including any active certifications of small, minority, or disadvantaged business enterprise, and the name of the entity that issued the license or certification: License/Certification Type Name of Entity Issuing License or Certification License No.License Issuance Date Please identify the name, license number, and issuance date of any prior companies that pertain to your Firm: License/Certification Type Name of Entity Issuing License or Certification License No.License Issuance Date Please identify all individuals authorized to sign for the entity, their title, and the threshold/level of their signing authority: Authorized Signor’s Name Title Signing Authority Threshold (All, Cost up to $X-Amount, No Cost, Other) Please identify the total number of Firm employees, managerial/administrative employees, and identify the total number of trades employees by trade (e.g., 20 electricians, 5 laborers, etc.): Total No. of Employees Total No. of Managerial/Administrative Employees Total No. of Trades Employees by Trade INSURANCE INFORMATION Please provide the following information about the Firm’s insurance company: Insurance Carrier Name Insurance Carrier Contact Person Insurance Carrier Address Telephone No. Email Has the Firm filed any insurance claims in the last five (5) years? □ No □ Yes If yes, please identify the type of claim and the amount paid out under the claim: FIRM OWNERSHIP Please identify all Firm owners or partners, their title, and percent of ownership: 42 of 53 David Adler Pres. Vice. Pres,Tim Sterling All All AllMorgan sirlin Sec. Treas. 4 11 General Contractor License DBPR CGC1512148 10 / 13 / 2006 2 2 Scottsdale Insurance Company One Nationwide Plaza, Columbus OH 43215 305-632-6948 msparber@riemerinsurance.com Michael Sparber 174 1.7.4 - RESPONSE FORM PACKAGE Form 6. Respondent’s Qualifications Survey 22 Owner/Partner Name Title Ownership (%) Please identify whether any of the owners/partners identified above are owners/partners in another entity: □ No □ Yes If yes, please identify the name of the owner/partner, the other entity’s name, and percent of ownership held by the stated owner/partner: Owner/Partner Name Other Entity Name Ownership (%) RECENT CONTRACTS Please identify the five (5) most recent contracts in which your Firm has provided services to other public entities: Public Entity Contact Person Telephone No. Email Address Date Awarded By signing below, Respondent certifies that the information contained herein is complete and accurate to the best of Respondent’s knowledge. Firm: Authorized Signature: Date: Print or Type Name: Title: 43 of 53 Adler Development LLC 3 / 21 / 2024 PresidentDavid Adler Adler AD Holdings LLC Owner 75% Hilco, Inc.Owner 22.5% John P. Chen Revocable Trust Owner 2.5% Hilco, Inc. John P. Chen Revocable Trust Various Various Various Various SFRTA Broward College Q4 2021 Q3 2020 Q4 2018 Q2 2015 City of Miami Miami-Dade County Zaida Riollano 954-201-7485 zriollan@froward.edu Robert Becker 954-788-7909 rfp21020@sfrta.fl.gov Fred Simmons Jr.305-375-4259 fred@miamidade.gov Andrew Frey 786-261-3380 afrey@miamigov.com 175 1.7.4 - RESPONSE FORM PACKAGE Form 7. Key Staff & Proposed Subcontractors 23 FORM 7 KEY STAFF & PROPOSED SUBCONTRACTORS KEY STAFF Please complete the following chart with the Firm’s proposed Key Staff. If additional space is required, please copy/duplicate this page and attach to this Form. Additional space: □ No □ Yes Name Title Years of Experience Years with Firm Licenses/Certifications Please explain the Firm’s ability and resources to substitute personnel with equal or higher qualifications than the Key Staff they will substitute for where substitute is required due to attrition, turnover, or a specific request by the City: Please identify each Key Staff member’s engagement commitments that will exist concurrently with the City’s Services: Key Staff Name Area of Responsibility Client Commitment (Hours/week) Period of Engagement 44 of 53 David S. Adler Tim Sterling Morgan Sirlin Chief Executive Officer President of Construction Vice President 35 20 10 20 4 8 CGC1512148 CGC 047581 Our longstanding history of development in South Florida has provided us with an extensive network of professionals that we are able to onboard and offboard as necessary based on the needs of any given project. 176 1.7.4 - RESPONSE FORM PACKAGE Form 7. Key Staff & Proposed Subcontractors 24 Key Staff Name Area of Responsibility Client Commitment (Hours/week) Period of Engagement PROPOSED SUBCONTRACTORS The undersigned Respondent hereby designates, as follows, all major subcontractors whom they propose to utilize for the major areas of work for the services. The Respondent is further notified that all subcontractors shall be properly licensed, bondable, and shall be required to furnish the City with a Certificate of Insurance in accordance with the contract general conditions. Failure to furnish this information shall be grounds for rejection of the Respondent’s RFQ submission. (If no subcontractors are proposed, state “None” on first line below.) Subcontractor Name & Address Scope of Work License Number Firm: Authorized Signature: Date: Print or Type Name: Title: 45 of 53 Adler Development LLC David Adler 3 / 22 / 2024 President LEO A DALY800 NW 62nd Ave, Suite 100Miami, FL 33126 Architecture & Engineering DPR License #AAC000734 Kimley-Horn2 Alhambra Plaza Suite 500Coral Gables, FL 33134 Civil Engineering DBPR License #696 177 1.7.4 - RESPONSE FORM PACKAGE Form 8. Reference List 25 FORM 8 REFERENCE LIST IN ADDITION TO THE INFORMATION REQUIRED ON THIS FORM, RESPONDENT SHALL PROVIDE A MINIMUM OF THREE REFERENCE LETTERS. REFERENCE #1 Public Entity Name: Reference Contact Person/Title/Department: Contact Number & Email Public Entity Size/Number of Residents/Square Mileage: Event(s) Completed (include Name of Project/Event, Date of Event Start/Completion, Details on Size/Scope of Work/Complexity) Is the Contract still Active? Yes No 46 of 53 City of Miami New Administrative Facility - Through a competitive RFP process, Adler Develoment was awarded the rights to construct the City of Miami a new administrative headquarters that will encompass a +/-400k SF office and 900+ parking space garage while ensuring continuous operations during the transition. Ground Break expected Q4 2024. City of Miami Andrew Frey, Director, Department of Real Estate Asset Management 786-261-3380 / afrey@miamigov.com 178 1.7.4 - RESPONSE FORM PACKAGE Form 8. Reference List 26 REFERENCE #2 Public Entity Name: Reference Contact Person/Title/Department: Contact Number & Email Public Entity Size/Number of Residents/Square Mileage: Event(s) Completed (include Name of Project/Event, Date of Event Start/Completion, Details on Size/Scope of Work/Complexity) Is the Contract still Active? Yes No 47 of 53 City of Miami New Administrative Facility - Through a competitive RFP process, Adler Develoment was awarded the rights to construct the City of Miami a new administrative headquarters that will encompass a +/-400k SF office and 900+ parking space garage while ensuring continuous operations during the transition. Ground Break expected Q4 2024. City of Miami Asael Ace Marrero, Director, Building Department 305-416-1102 / amarrero@miamigov.com 179 1.7.4 - RESPONSE FORM PACKAGE Form 8. Reference List 27 REFERENCE #3 Public Entity Name: Reference Contact Person/Title/Department: Contact Number & Email 305-458-7541 / abravo@alicebravo.com Public Entity Size/Number of Residents/Square Mileage: Event(s) Completed (include Name of Project/Event, Date of Event Start/Completion, Details on Size/Scope of Work/Complexity) Is the Contract still Active? Yes No 48 of 53 Douglas Station Metrorail Redevelopment - In 2015, Adler was awarded the the rights to redevelop the land surrounding the metrorail station. Since that time, two residential towers encompassing 733 multifamily units (including 92 workforce housing) were constructed and completed plus over 30k SF of ground floor retail. Two more towers with almost 800 units are in planning. Miami-Dade County of Transportation and Public Works Alice Bravo, Former Director of the Department 180 1.7.4 - RESPONSE FORM PACKAGE Attachment B. Declaration/Affidavit of Representation 28 ATTACHMENT B DECLARATION/AFFIDAVIT OF REPRESENTATION This Affidavit is not required for compliance with the City’s Solicitation; however, it may be used to avoid the need to register members of your presentation team as lobbyists. Pursuant to City Ordinance 28 -14- 2206 (c)(9), any person who appears as a representative for an individual or firm for an oral presentation before a City certification, evaluation, selection, technical review, or similar committee, must list on an affidavit provided by the City staff, all individuals who may make a presentation. The Affidavit must be filed by with the City Clerk's office at the time a response, bid, or proposal is submitted to the City. For the purpose of this solicitation only, the members listed for the presentation team, with the exception of any person otherwise required to register as a lobbyist, shall not be required to pay any registration fees. No person may appear before any committee on behalf of an anyone unless he or she has been listed as part of the firm's presentation team pursuant to this Affidavit or unless he or she is registered with the City Clerk's office as a lobbyist and has paid all applicable lobbyist registration fees. Pursuant to Section 92.525(2), Florida Statutes, the undersigned, ________________, makes the following declaration under penalties of perjury: Listed below are all individuals who may make a presentation on behalf of the entity that the affiant represents. NAME TITLE Under penalties of perjury, I declare that I have read the foregoing declaration and that the facts stated in it are true and specifically, that the persons listed above are the members of the presentation team of the entity listed below. 50 of 53 David S. Adler Chief Executive Officer Tim Sterling President of Construction Morgan Sirlin Vice President 181 1.7.5 - RESPONDENT’S QUALIFICATIONS 29182 1.7.5 - RESPONDENT’S QUALIFICATIONS 1.7.5.1 - State Certificate of Good Standing 30 State of Florida Department of State I certify from the records of this office that ADLER DEVELOPMENT,LLC is a limited liability company organized under the laws of the State of Florida,filed on January 17,2013. The document number of this limited liability company is L13000008934. I further certify that said limited liability company has paid all fees due this office through December 31,2024,that its most recent annual report was filed on January 11,2024,and that its status is active. Given under my hand and the Great Seal of the State of Florida at Tallahassee,the Capital,this the Nineteenth day of March,2024 Tracking Number:4439329297CU To authenticate this certificate,visit the following site,enter this number,and then follow the instructions displayed. https://services.sunbiz.org/Filings/CertificateOfStatus/CertificateAuthentication 183 1.7.5 - RESPONDENT’S QUALIFICATIONS 1.7.5.2 Respondent History PROFILE For over six decades, Adler has been a pillar in the Miami real estate landscape, a family-owned company with a multigenerational legacy of expertise. Their experience spans the entire real estate spectrum, from leasing and property management to acquisitions, investments, development, and construction. This comprehensive approach allows them to seamlessly manage their own portfolio while also extending their expertise to clients seeking exceptional real estate support. Adler’s impressive track record includes the development of over 9,000 residential units and 20 million square feet of industrial, flex, office, and retail space. Today, they boast a strong network of investors and lenders, allowing them to continue their growth with over 1,500 multifamily and condominium units and ~400,000 square feet of office space currently in development. Adler’s story began in 1957, laying the foundation for Miami’s residential landscape with projects like The North Bay Village Anchorage and East Drive Apartments. Over the next three decades, the company built approximately 8,000 apartments, solidifying its presence in the market. In 1983, Adler strategically sold this portfolio, paving the way for new ventures. A pivotal moment arrived in 1978 with the acquisition of a 167-acre property from the Tisch Family. This land became the cornerstone of the Miami International Commerce Center (MICC), a visionary project that redefined Miami’s Airport West sub-market. Under Adler’s leadership, MICC blossomed into one of the largest mixed-use parks in the Southeast United States, encompassing over 350 acres and exceeding four million square feet of developed space. Always adapting to market trends, Adler took an innovative approach focused on acquiring and developing light industrial and warehouse facilities, primarily in Central Florida through its Flexxspace platform in the early 2000s. The company built a substantial portfolio, owning and operating many of these facilities, with self-performed management through Adler Realty Services. While Adler still retains a significant portion of this portfolio, its focus has shifted back to residential and mixed-use development, reflecting its commitment to continuous evolution. ADLER HISTORY Adler stands out in the region’s real estate market by combining visionary leadership with deep market knowledge and unwavering reliability. They are known for their comprehensive development services, encompassing everything from economic and market analysis, strategic land acquisition, and thoughtful master planning to expert construction management. Their proven track record speaks volumes. From the initial vision to post-construction support, Adler understands the dynamic nature of the market and possesses the experience to navigate its complexities. They collaborate closely with stakeholders to transform their vision into reality, employing practical solutions at every step of the development process. By guiding projects with meticulous care, Adler ensures successful outcomes that consistently deliver value. Their focus is on maximizing the potential of each project, creating a win-win situation for all involved. ADLER DEVELOPMENT 31184 1.7.5 - RESPONDENT’S QUALIFICATIONS 1.7.5.3 Respondent Experience 32 1.7.5.3. Narrative describing Respondent team’s experience with projects of similar scope, and applica- tion to the current proposal, including the methodology for site evaluation, market evaluation, con- ceptualizing development, design, construction, and occupancy. Through the formation of public private partnerships, municipalities have incentivized and encouraged local developers to build along transit lines and corridors, producing more housing, hospitality, and retail uses while simultaneously pro- viding access to the metro rail system, increasing ridership, and discouraging reliance on passenger vehicles on our con- gested and constrained roadways. Transit-Oriented Development has been a key to unlocking property value for munici- palities, connecting more communities, and enhancing the use of the public transit system. As the demand for innovative solutions grows, we champion the synergy between public entities and private developers, recognizing this as the key to revitalizing communities and maximizing shared benefits. Adler Development possesses a deep understanding of the transformative potential Public Private Partnerships hold for unlocking the value of underutilized assets while meeting specific objectives. Over the past decade, our firm has con- centrated its efforts on these partnerships, transforming underutilized properties to achieve the goals of both public and private entities. Our various partnerships with Miami-Dade County, the City of Miami, the South Florida Regional Transit Authority, and Broward College have provided our team an extensive breadth of knowledge and experience in this space. Our approach in every public solicitation has been to first understand what is most important to the issuer and balancing the desire for ‘highest and best use’ with the other goals of the project. We meticulously balance project goals like transit connectivity, mixed-income housing, public infrastructure improvements, creating ample green space, and developing civic uses on behalf of a municipality. We will conduct a comprehensive site analysis, considering factors like zoning, infrastructure, traffic flow, environmental impact, and proximity to amenities, ensuring a well-suited location for each building. Extensive market study and analysis will assist in providing a deeper undertanding of the deficiencies and de- mands that exist within the market to help guide the highest and best use for the non-public components of the project. Through a collaborative process with our team of design professionals and the City of South Miami, we will develop a mas- ter plan that optimizes the use of space, promotes interaction between residents and public services, and creates a vibrant community hub. Our team of architects and engineers will create functional and aesthetically pleasing designs for each building, prioritizing accessibility, sustainability, and user experience. We will employ a proven construction management approach, ensuring quality, adherence to budget and schedule, and minimal disruption to the surrounding area. We will develop a comprehensive plan for the transition of occupants into the new facilities, minimizing disruption to public em- ployees and ensuring a smooth experience for residents, city staff, and library patrons. We have made it a point to be good stewards of any TOD and PPP project that we have been awarded and we have worked closely with all stakeholders towards building a unified vision, fostering strong relationships, and delivering outstanding results. Our past achievements are a result of our awareness and flexibility to align our vision and scope with our partners for shared success and we are confident that our team has the competency and capacity to deliver on this transformative project. 185 1.7.5 - RESPONDENT’S QUALIFICATIONS 1.7.5.4 Respondent Experience 33 1.7.5.4. Narrative describing Respondent team’s experience with financing projects of similar scope to the subject project, including relationships with lenders, equity partners, etc. Adler Development recognizes and appreciates the important responsibility that comes with an opportunity of this mag- nitude, and we are committed to ensuring this project is a success for both the City of South Miami, Miami-Dade County, and its residents. We understand this development will require a strong team, with large-scale development and PPP ex- perience to manage the design and approval process with meaningful public participation, incorporate sustainable design elements and construction materials, work collaboratively with all environmental and public agencies, source and execute the required financing, and deliver the completed project on schedule. Every project is unique from a financing perspective and structuring large and multifaceted deals of this nature requires creative and thoughtful financing strategies to achieve the desired results for all stakeholders. The Adler team has complet- ed dozens of real estate investments ranging in asset type and class, joint ventures, public private partnerships, transit-ori- ented developments, and ground lease structures. Our operating businesses take full responsibility for the management and operation of each separate investment entity and provide guarantees to our lenders and equity partners. Adler’s team of experts have led negotiations and successfully structured five separate ground leases with four separate public/private entities. In further demonstration of our acumen in this space, the Link at Douglas Station project, once completed, will encompass four separate highrise towers, the result of which was a bifurcation of the original ground lease into four bifurcations, one for each tower, in order to facilitate the financing and transferability of each asset. Our expertise in structuring complex ground lease financing has allowed us to work with lenders and equity groups with confidence of execution. Adler has recently constructed three different multifamily projects that were Public Private Partnerships with Miami-Dade County, executed under long-term ground leases. Those projects were also funded with institutional equity (Barings/ Mass Mutual) and recapitalized with equity through a family office (LeFrak). We can source funding for market rate and workforce housing through conventional construction loans with nationally recognized lenders (TD Bank, Iberia Bank, Santander, to name a few recent lenders to Adler) and a mix of private equity. Our recent and ongoing work with the City of Miami is the construction of their new administrative headquarters which is being 100% financed by municipal bonds and the project will be developed by Adler and turned over to the City upon completion. Our team is extremely committed to the development of this project both economically and from a community stand- point. Upon selection, we will perform a full evaluation of the public and private components to gauge cost and begin financial engineering required for each component. Adler has a variety of funding sources, and we are fully committed to securing the necessary capital to complete the South Miami City Hall Redevelopment Project. 186 1.7.5 - RESPONDENT’S QUALIFICATIONS 1.7.5.5 - General Contracting License - David S. Adler 34187 Ron Desantis, Governor STATE OF FLORIDA DEPARTMENT OF BUSINESS AND PROFESSIONAL REGULATION THE GENER UNDER THE PROV! TES EXPIRATION DATE: AUGUST 31, 2024 Always verify licenses online at MyFloridalicense .com Do not alter this document in any form. This is your license. It is unlawful for anyone other than the licensee to use this document. 1.7.5 - RESPONDENT’S QUALIFICATIONS 1.7.5.5 Local Business Tax Receipt - Adler Development 35 LBTLocal Business Tax Receipt Miami-Dade County, State of Florida -THIS IS NOT A BILL - DO NOT PAY BUSINESS NAME/LOCATION RECEIPT NO. EXPIRES Must be displayed at place of business Pursuant to County Code PAYMENT RECEIVED BY TAX COLLECTOR Chapter 8A - Art. 9 & 10 OWNER SEC. TYPE OF BUSINESS For more information, visit www.miamidade.gov/taxcollector The RECEIPT NO. above must be displayed on all commercial vehicles - Miami-Dade Code Sec 8a-276. This Local Business Tax Receipt only conrms payment of the Local Business Tax. The Receipt is not a license, permit, or a certication of the holder’s qualications, to do business. Holder must comply with any governmental or nongovernmental regulatory laws and requirements which apply to the business. 7353261 ADLER DEVELOPMENT LLC C/O DAVID ADLER MGR 218 SEPTEMBER 30, 2024ADLER DEVELOPMENT LLC 3800 NE 1ST AVE STE 300 MIAMI, FL 33137-3637 7647188 FINANCE/INVESTMENT/ HOLDING CO INT-23-398722 RENEWAL 270.00 07/11/2023 188 1.7.5 - RESPONDENT’S QUALIFICATIONS 1.7.5.5 - Business License - Adler Development 36 MIAMI-DADE COUNTY FOLIO:CERT NO: PROCESS NO: ZONING DISTRICT:T5-L MU24000373 MU24000373 THIS APPROVAL MUST BE POSTED ON PREMISES 0131240330240 DATE OF ISSUANCE:March 14,2024 APPROVAL OF MUNICIPAL APPLICATION FOR CERTIFICATE OF USE OR BUSINESS LICENSE MUNICIPAL APPLICATION NO: BUSINESS USE: USE SPECIFICS: LEGAL DESCRIPTION:COMM BUENA VISTA PB 14-56 LOTS 2 THRU 18 BLK 2 LESS EXT AREA OF CURVE IN SW COR FOR R/W LOT SIZE 40888 SQ FT M/L OR 21215-1039 0403 3 DEVELOPMENT COMPANY OFFICE USE ONLY - - - - - - - - - - - - - - - - - - - - - - - C O N D I T I O N S - - - - - - - - - - - - - - - - - - - - - - - ( RER )THIS MIAMI-DADE APPROVAL OF A MUNICIPAL CERTIFICATE OF USE IS VALID FOR AN UNLIMITED TIME OR AS INDICATED BELOW PROVIDED THERE ARE NO CHANGES TO THE USE, BUSINESS NAME OR OWNERSHIP; OR EXPANSIONS, ALTERATIONS OR ADDITIONS TO THE APPROVED USE. ALL CHANGES LISTED ABOVE WILL REQUIRE ISSUANCE OF A NEW CERTIFICATE OF USE. ( RER )THIS MIAMI-DADE APPROVAL OF A MUNICIPAL CERTIFICATE OF USE DOES NOT RELIEVE THE APPLICANT FROM COMPLIANCE WITH ANY FEDERAL, STATE, OR LOCAL REGULATIONS. ( RER )YOU ARE ALSO REQUIRED TO ALLOW MIAMI-DADE COUNTY INSPECTORS ACCESS AT ANY REASONABLE TIME TO CONDUCT AN INSPECTION. BUSINESS ADDRESS:3800 NE 1 AVE UNIT #300 CORP NAME / DBA:ADLER DEVELOPEMENT PAGE 1 OF 1 189 1.7.5 - RESPONDENT’S QUALIFICATIONS 1.7.5.5 - State Certificate of Good Standing - Leo A Daly (Architect) 37 State of Florida Department of State I certify from the records of this office that LEO A.DALY COMPANY is a Nebraska corporation authorized to transact business in the State of Florida, qualified on May 28,1963. The document number of this corporation is 816934. I further certify that said corporation has paid all fees due this office through December 31,2024,that its most recent annual report/uniform business report was filed on January 3,2024,and that its status is active. I further certify that said corporation has not filed a Certificate of Withdrawal. Given under my hand and the Great Seal of the State of Florida at Tallahassee,the Capital,this the Third day of January,2024 Tracking Number:6565638406CC To authenticate this certificate,visit the following site,enter this number,and then follow the instructions displayed. https://services.sunbiz.org/Filings/CertificateOfStatus/CertificateAuthentication 190 1.7.5 - RESPONDENT’S QUALIFICATIONS 1.7.5.5 - Business License - Leo A Daly (Architect) 38191 Licensee Nam e : Ra n k: Primary St atus: S econ diary Status : IILIEO A DALY COMPANY Architec,t Business Information Curr,ent A.ctJirve l...i ce nse N u rn be r: ILicense Expir at ion Da te: Or i gin a I Li ce nse Da t e: Re l ated License Information License Nlumber AR1 00 70 1 AR100701 Status Curre nt , Aotive Curre nt , Aot iv e Related Party R,ela~ionship Type LICHTENB ERG ER , ST EVEN A Respo nsible Supervisor LICHTENB ERG ER, ST EVEN A Qua lifying Arc hitect R.elation Effective Date 03/22 /2021 O3l25 /2021 07/02/1981 Rank Exp'iration Date A rc hitect 02/2.81202 5 A rc hitect 02/2.81202 5 1.7.5 - RESPONDENT’S QUALIFICATIONS 1.7.5.5 - State Certificate of Good Standing - Kimley-Horn (Civil Engineer) 39 Corporate Certificate State of Florida Department of State I certify from the records of this office that KIMLEY-HORN AND ASSOCIATES,INC.is a North Carolina corporation authorized to transact business in the State of Florida,qualified on April 24,1968. The document number of this corporation is 821359. I further certify that said corporation has paid all fees due this office through December 31,2023,that its most recent annual report/uniform business report was filed on February 22,2023,and that its status is active. I further certify that said corporation has not filed a Certificate of Withdrawal. Given under my hand and the Great Seal of the State of Florida at Tallahassee,the Capital,this the Third day of January,2024 Tracking Number:7583821751CU To authenticate this certificate,visit the following site,enter this number,and then follow the instructions displayed. https://services.sunbiz.org/Filings/CertificateOfStatus/CertificateAuthentication Kimley-Horn has renewed this document and is waiting to receive the new certificate. 192 1.7.5 - RESPONDENT’S QUALIFICATIONS 1.7.5.5 - Business License - Kimley-Horn (Civil Engineer) 40 Proof of Licensure/Certifications March 9, 2023 KIMLEY-HORN AND ASSOCIATES, INC. 421 FAYETTEVILLE ST STE 600 RALEIGH, NC 27601-1777 Detach Here Under the provisions of Chapter 472, Florida Statutes Professional Surveyor and Mapper Business License KIMLEY-HORN AND ASSOCIATES, INC.421 FAYETTEVILLE ST STE 600RALEIGH, NC 27601-1777 This is to certify that the professional surveyor and mapper whose name and address are shown above is licensed as required by Chapter 472, Florida Statutes. WILTON SIMPSONCOMMISSIONER OF AGRICULTURE License No.: LB696 Expiration Date February 28, 2025 Florida Department of Agriculture and Consumer ServicesDivision of Consumer ServicesBoard of Professional Surveyors and Mappers2005 Apalachee Pkway Tallahassee, Florida 32399-6500800HELPFLA(435-7352) or (850) 488-2221 Florida Department of Agriculture and Consumer ServicesDivision of Consumer ServicesBoard of Professional Surveyors and Mappers2005 Apalachee Pkway Tallahassee, Florida 32399-6500 SUBJECT:Professional Surveyor and Mapper Business Certificate #LB696 Your application / renewal as a professional surveyor and mapper business as required by Chapter 472, Florida Statutes, has been received and processed. The license appears below and is valid through February 28, 2025. You are required to keep your information with the Board current. Please visit our website at www.800helpfla.com/psm to create your online account. If you have already created your online account, you can use the website to maintain your license. You can also find other valuable information on the website. If you have any questions, please do not hesitate to call the Division of Consumer Services, Board of Professional Surveyors and Mappers at 800-435-7352 or 850-488-2221. 193 1.7.5 - RESPONDENT’S QUALIFICATIONS 1.7.5.5 - Business License - Alberto Herrera (Kimley-Horn) 41 Melanie S. Griffin,SecretaryRon DeSantis, Governor STATE OF FLORIDA BOARD OF PROFESSIONAL ENGINEERS THE PROFESSIONAL ENGINEER HEREIN IS LICENSED UNDER THE PROVISIONS OF CHAPTER 471, FLORIDA STATUTES HERRERA, ALBERTO P Do not alter this document in any form. 7120 SW 57 STREET LICENSE NUMBER: PE59357 EXPIRATION DATE: FEBRUARY 28, 2025 This is your license. It is unlawful for anyone other than the licensee to use this document. MIAMI FL 33143 Always verify licenses online at MyFloridaLicense.com 194 1.7.5 - RESPONDENT’S QUALIFICATIONS 1.7.5.5 - Business License - Noel Ramirez (Kimley-Horn) 42 Melanie S. Griffin,SecretaryRon DeSantis, Governor STATE OF FLORIDA BOARD OF PROFESSIONAL ENGINEERS THE PROFESSIONAL ENGINEER HEREIN IS LICENSED UNDER THE PROVISIONS OF CHAPTER 471, FLORIDA STATUTES RAMIREZ, NOEL Do not alter this document in any form. 1490 SW 71 CT LICENSE NUMBER: PE80194 EXPIRATION DATE: FEBRUARY 28, 2025 This is your license. It is unlawful for anyone other than the licensee to use this document. MIAMI FL 33144 Always verify licenses online at MyFloridaLicense.com 195 1.7.5 - RESPONDENT’S QUALIFICATIONS 1.7.5.6 Specialized Experience 43 1.7.5.6.1 Construction of Mixed-Use Vertical Developments Adler has established distinguished track record as a lead developer, spearheading the construction and design of near- ly a dozen mixed-use vertical developments ranging from garden style to midrise and highrise projects. Our expertise encompasses the entire project lifecycle, from meticulous site selection and acquisition through successful construction management, stabilization of the asset, and ultimately, disposition or recapitalization. This comprehensive hands-on experience positions Adler to anticipate and navigate potential challenges at every stage, ensuring the project’s overall success. 1.7.5.6.2 Development of Government Facilities Adler has partnered with the City of Miami on the development of its new administrative headquarters. Our team is de- signing a ~400,000 SF administrative facility to be located at the Miami Freedom Park next to the Miami International Airport, with ground breaking anticipated in Q4 2024. The project will encompass multiple departments and meet the Ctiy’s demand for compliance with accessibility, resiliency, and sustainability mandates. 1.7.5.6.3 Florida Building Code Adler’s long history of developing in South Florida has provided our team with in-depth knowledge of Florida Building Code, including recent updates. This expertise, coupled with our collaboration with active and code-conscious subcon- tractors, translates into projects that are completed on time, within budget, and exceed the highest quality and safety standards. 1.7.5.6.4 Sustainable and resilient design, including green building certification systems Adler prioritizes the integration of energy-efficient systems and carefully selected low-impact materials across all projects. Our unwavering commitment to sustainability is evident in our consistent pursuit of a minimum LEED Gold certifica- tion or Florida Green Building Coalition (FGBC) equivalent. This dedication is exemplified by our most recent project, Cascade at Link, a high-rise multifamily tower that proudly achieved FGBC Platinum certification. 1.7.5.6.5 Development of Mixed-Income Communities When it comes to multifamily housing and vertical developments, we recognize the delicate balance of providing highest and best use, delivering strong economic returns to the municipality or issuer, and creating more affordable housing for residents within the community. At Link at Douglas Station, our team committed to making 12.5% of the total units workforce housing, resulting in the creation of over 90 workforce housing units in the first completed tower, Core at Link. 1.7.5.6.6 Development within the context of Public-Private Partnerships Over the past decade, Adler has become very adept at navigating Public-Private Partnerships, bidding on and working through numerous RFPs with various entities such as Miami-Dade County, the City of Miami, Broward College, and the South Florida Regional Transit Authority. Adler demonstrates a deep understanding of collaborative partnerships with public entities. We recognize the need for thoughtful solutions addressing complex issues, delivered through a collabo- rative approach that benefits all stakeholders. Furthermore, we acknowledge the dynamic nature of such projects, where long-term partnerships may involve interacting with evolving commission boards and adapting to changing priorities. Adler’s commitment is unwavering: to be a reliable partner from selection through the entire project lifecycle, navigating any unforeseen changes collaboratively. 196 1.7.5 - RESPONDENT’S QUALIFICATIONS 1.7.5.6 Specialized Experience 44 1.7.5.6.7 Development of Transit-Oriented Developments In the last 5 years, Adler has successfully completed and delivered to market three highrise mixed-use towers encompass- ing over 1,000 multifamily units and over 40,000 square feet of retail. There are an additional three towers currently under predevelopment that will deliver an additional 1,000+ units. All of our TOD projects have made the transit systems focal points of the overall design and development in order to increase ridership while also incorporating pedestrian-centric design and bike access/storage to encourage healthy living and foster more connected communities. 1.7.5.6.8 Financing of Mixed-Use Projects on long-term Ground Leases Adler’s team of experts have lead negotiations and successfully structured five separate ground leases with four separate public/private entities. In further demonstration of our accumen in this space, the Link at Douglas Station project, once completed, will encompass four separate highrise towers, the result of which was a bifurcation of the original ground lease into four bifurcations, one for each tower, in order to facilitate the financing and transferability of each asset. Our expertise in structuring complex ground lease financing has allowed us to work with lenders and equity groups with confidence of execution. 1.7.5.6.9 Adaptable garage facilities and parking management technology Adler understands the importance of incorporating cutting-edge parking technology and adaptable garage design in our projects to accommodate various users and uses. At Link at Douglas Station, we converted a surface parking lot into a structured podium parking garage that serves public transit commuters, over 700 residential units across two newly con- structed multifamily towers, and visitors to the ground floor retail, including a family-owned grocery store. The first tower, Core at Link was constructed without a garage, requiring our team to use valet services until completion of the second tower, which included the parking garage. Once the second tower, Cascade at Link, was completed, we transitioned away from exclusive valet operations at Core to a primarily self-parking option. After performing an array of parking and traffic studies, stackers were added to the garage in order to accommodate the large volume parkers, resulting in continued valet operations to ensure proper safety and usage of stackers. The Cascade at Link tower is also home to a ground floor gro- cer, Milam’s Markets, which has dedicated retail parking. Given the different types of users (residents, retail patrons, and public transit commuters), our team has incorporated secure access technology for our residents, public parking payment systems, parking readers and scanners, and parking enforcement operations into our garage. 1.7.5.6.10 Stakeholder and public engagement Adler possesses a demonstrated history of excellence in proactive community engagement. During our successful bid for the City of Miami’s RFP and OM, we faced a rigorous public referendum process. To navigate this challenge, we imple- mented a comprehensive ‘boots on the ground’ approach in conjunction with a broad based marketing outreach strategy, both of which focused on fostering widespread awareness and understanding of our project’s scope, objectives, and di- rect benefits to the community. Our proven approach to RFPs emphasizes the development and execution of strategic outreach plans, including proactive community input management and the careful mitigation of potential concerns at every stage of the development process. We understand the “public” component of these projects and the need to ensure that the community is seen and heard in order to foster a sense of pride and ownership and result in a project that is more integrated within the community. 197 1.7.5 - RESPONDENT’S QUALIFICATIONS 1.7.5.7 Major Success & Accolades 45 Costar Impact Awards - Mutlifamily Development Project of the Year Winner Cascade at Link (Link at Douglas Phase II) was selected as the winner of the Multifamily De- velopment Project of the Year. The CoStar Impact Awards recognize exemplary commercial real estate transactions and projects completed in 2023 with significant influence in neighbor- hoods or submarkets across 128 major markets in the United States, Canada and the United Kingdom. The annual CoStar Impact Awards celebrates commercial real estate practitioners that have brought leadership, innovation, and professionalism to their markets, by spotlighting commendable transactions and projects. Florida Green Building Coalition (FGBC) - 2023 Green Achievement Award Finalist Cascade at Link (Link at Douglad Phase II) was selected as a finalist for the FGBC Highest Scoring Project – High Rise Award. As the only FGBC Platinum project certified in 2023, we are very confident that Cascade at Link will be selected as the winner at the event to be held on March 26th, 2024. The Florida Green Building Coalition (FGBC), the state’s leading certifier of green residential and commercial construction, land developments and local governments, has announced the 2023 Green Achievement Award Finalists. Urban Land Institute (ULI) - 2023 Vision Awards Finalist Core at Link (Link at Douglas Phase I) was selected as a finalist for the Urban Land Institute 2023 Vision Awards. Modeled to complement the ULI Global Awards for Excellence, the ULI Southeast Florida / Caribbean Vision Awards recognize excellence in the land use and real estate development industry, honoring leaders and projects that elevate the standards of the industry – those that exemplify ULI’s commitment to responsibility and that strive to improve our com- munities and guide our future. At Adler Development, we hold an unwavering commitment to excellence, reflected in our long history of successful proj- ects across South Florida. Our projects embody a forward-thinking philosophy, delivering innovative solutions across diverse sectors. Below, we highlight a few recent achievements from our flagship project, Link at Douglas Station, a trans- formative Public-Private Partnership and Transit-Oriented Development. 198 1.7.6 - PROOF OF EXPERIENCE 46199 1.7.6 - PROOF OF EXPERIENCE Description of Experience LINK AT DOUGLAS STATION The redevelopment of Douglas Station was put forward as an RFP issued by Miami Dade County in 2016. After a competitive RFP process by the County, Adler Development, in partnership with 13th Floor Investments, were awarded exclusive lease negotiating rights for the property. Since that time the sponsors have: Structured and executed a long term ground lease agreement with Miami-Dade County Achieved a comprehensive land use amendment to significantly increase the allowable density and square footage Worked with the design team and County to prepare an agreed upon master plan Completed all infrastructure and station improvements promised to the County Constructed and delivered the first residential tower to market (TCO in August 2021) Constructed and delivered the second residential tower to market (TCO in March 2023) Commenced design and planning for the South side development (two additional towers) 1 2 3 4 5 6 7 47 The property is located at Douglas Station, on the corner of US 1 and Douglas Road, in Miami-Dade County. The 7.5- acre transit-oriented development sits in the heart of one of Miami’s most vibrant urban communities and at the epicenter of three great neighborhoods; Downtown Miami/Brickell, Coral Gables and Coconut Grove. The site also has major entertainment areas in its immediate vicinity such as Merrick park and Miracle Mile. LOCATION 3060 SW 37th Ct, Miami, FL 33146 200 CIRCULATION / USES / PHASING 48 Description of Experience 1.7.6 - PROOF OF EXPERIENCE 201 49 Phase 1 - In total, the buildings have over 600,000 SF of residential leasable space and 24,000 SF of Retail leasable space. The property sits on 3 acres and is located on Peacock Ave & SW 38th Street. It is fully integrated with the Douglas Metrorail station allowing access to the major employment and entertainment centers of Miami. CORE at Douglas Station is a 200,000 SF residential micro unit tower with 312 units, averaging 623 SF per unit in size. This tower includes 6,000 SF of ground floor retail which has been fully leased to several food and beverage groups. Additionally, infrastructure upgrades to access the site through a new traffic circle, and Station improvements were completed in this phase. TCO obtained in August 2021. The Property achieved 95% leased within 6 months of receiving TCO, with rents above pro forma projections. CASCADE at Douglas Station is a 404,000 SF residential tower with 421 units, averaging 936 SF per unit. The 22,000 SF of ground floor retail is leased to Milam’s Market. There is a 25,000 SF public plaza with the entrance to the Douglas Road Metrorail Station at its centerpiece. The Property received TCO in March 2023. Description of Experience 1.7.6 - PROOF OF EXPERIENCE 202 TRANSPORTATION ELEMENT 50 Creating livable cities starts with creating livable neighborhoods. The Metrorail is the defining element of Link at Douglas and serves as a tool for neighborhood development by increasing urban vibrancy through connectivity. Link at Douglas fully integrates the Douglas Metro Station into its design as an essential component, linking the project’s various residential towers with Miami-Dade’s most important urban centers and tourist destinations, serving as a model for future successful transit- oriented development. Part of the development team’s commitment to Miami-Dade County was a multi-million-dollar improvement of the existing Douglas Road Station Metrorail that included new flooring, elevators/ escalators, and updated monitors and security system. The work on the station was separated into four distinct phases to permit Miami-Dade Transit to continue operating during construction. State-of-the-art design and modern infrastructure, including an “art in public places” element to replace the dilapidated station perimeter fencing with an artistic fence and mural Superior connectivity to mass transit with accessibility from US1, Douglas Road, the Metrorail, Miami-Dade bus lines, and the Coral Gables Trolley Description of Experience 1.7.6 - PROOF OF EXPERIENCE 203 51 THE UNDERLINE The Douglas Station project fully incorporates and integrates the Metro Station, the Bus Station, and the Underline into the overall project to truly signify what a transit-oriented development is intended to be. Through thoughtful and carefully designed hardscape and landscape, walking paths and bike paths will be threaded through the site upon completion of construction on Phase 2. The vision for the Underline is to transform the underutilized land directly beneath the elevated Miami Metrorail into an iconic linear park and world-class urban trail and living art destination. This 10- mile corridor will connect neighboring communities located separate and apart from the busy US-1 roadway while improving pedestrian and bicyclist safety and encouraging a healthy lifestyle with an easily accessible place to exercise. A new access road from US-1 and traffic circle were created to provide increased connectivity to Link at Douglas for both public and private commuters while minimizing any bottle - neck effects and traffic disruptions. Bus bays were relocated to enhance connectivity and access for public commuters while reducing conflicts with pedestri- ans. New bus bay canopies created for added comfort and new and efficient bus circulation through the site. TRAFFIC IMPROVEMENTS Description of Experience 1.7.6 - PROOF OF EXPERIENCE 204 References 1.7.6 - PROOF OF EXPERIENCE March 18th, 2024 Steven P. Kulick City of South Miami Chief Procurement Officer 6130 Sunset Drive City of South Miami, FL 33143 skulick@southmiamifl.gov Re: RFQ No. CSM2024-01 for the South Miami City Hall Redevelopment Project To Whom It May Concern, This letter is in reference to the Request for Qualifications for the South Miami City Hall Redevelopment Project. While I served as Director of Miami-Dade County’s Department of Transportation and Public Works (DTPW), DTPW worked in collaboration with Adler Development for several years on the redevelopment surrounding the Douglas Road Metrorail Station. Adler has been a strong and reliable partner with whom we have a good working relationship. If you have any questions regarding this matter, please do not hesitate to contact me. Thank you, Alice N. Bravo, P.E. Former Director of Transportation and Public Works Miami-Dade County 52205 Location (Miami): Unit Count: Leasable Residential SF: Leasable Retail SF: Completion Date: Construction Budget: Construction Lender: Equity Partner: Current Status: MOTION AT DADELAND 8400 S Dixie Highway, Miami, FL 33143 OVERVIEW DESCRIPTION • A complete live-work-play environment with the highest quality finishes including a modern main lobby, 8K square- feet of ground floor retail, glass walled flex meeting room, fully equipped modern fitness center with yoga room, spin cycles and wellbeats virtual fitness, social club with pool table and games, electric car charging stations and so much more. • A truly walkable and transit-oriented development which provides residents a lower-stress life without complete dependence on a car for mobility as the Property shines with a walk score of 81 and bike score of 92. • Conveniently located across from the Dadeland Station Shopping Center (featuring Target, Best Buy, Petsmart, Michael’s, CVS, and Starbucks) and directly adjacent to the Dadeland North Metrorail Station, which provides service to Miami International Airport (MIA) and runs from Kendall through South Miami, Coral Gables, and downtown Miami/Brickell to the Civic Center/Jackson Memorial Hospital area; and connects to Broward and Palm Beach counties at the Tri-Rail/ Metrorail transfer station. 53 8400 S. Dixie Highway 294 266,526 8,246 June 2019 $86.4 M TD Bank & Santander Barings / Mass Mutual Sold upon completion of lease-up and achievement of stabilizations Description of Experience 1.7.6 - PROOF OF EXPERIENCE 206 GROUND LEASE TRANSIT ORIENTED DEVELOPMENT •Modeled after the DC Transit leases, the Miami-Dade County municipal ground leases were conceived to both spur and control development that would accen- tuate the Metrorail lines in Miami-Dade County and foster increased ridership. •The property is subject to a ground lease with Miami-Dade County that commenced in April 1994. Recently an amendment was executed where - by the lease term was extended 90 years commencing on May 22, 2019. •As a result, the terms of the ground lease are highly financeable. Lenders and equity that have provided capital to assets over this ground lease throughout Miami-Dade County have included Wells Fargo, General Electric, Met Life, The Equitable, Bank of America (as First Chicago), Allstate, CBRE Global Investors, USAA, JP Morgan, and a variety of other REITS, CMBS providers, and institutions of a similar nature. 54 Enhanced access and connectivity to the Dadeland Metro Station provided through a redesigned plaza, covered walkway, and strategically placed entrance to the residential building. • Miami’s Underline is a massive redevelopment for the land below Miami’s Metrorail (directly adjacent to Motion at Dadeland) that will create a 10-mile linear park and urban trail from the Dadeland South Station north to the Brickell Station. • This ongoing project will be completed in 5 stages each with its own unique theme and all park areas will be open by 2025. • The goal of the project is to connect communities, improve pedestrian and bicyclist safety, create over a hundred acres of open space with restored natural habitats, encourage a healthy lifestyle, provide an easily accessible place to exercise, create a mobility corridor that integrates transit, car, biking and walking. Description of Experience 1.7.6 - PROOF OF EXPERIENCE 207 COMMUNITY AMENITIES INCLUDE: • Complimentary Wi-Fi in all Common Areas • Business Center with Communal & Private Meeting Spaces • Fitness Center with Yoga Room, Spin Cycles & Wellbeats Virtual Fitness • Electric Car Charging Stations • Pool with Lounge Space, Cabanas, Bar & BBQ • Social Club with Pool Table, Video Games, Table Shuffle Board, Kitchen & Outdoor Terrace • Media Room • Bike Storage • Dog Wash TROPHY ASSET WITH BEST-IN-CLASS AMENITYPACKAGE 55 Description of Experience 1.7.6 - PROOF OF EXPERIENCE 208 SHORECREST CLUB 7950 NE Bayshore Ct, Miami, FL 33138 A new 467 unit, 20 story, two tower luxury apartment complex • 432,022 SF of rentable residential • 4,200 SF of rentable retail space Located in Miami, FL Project Cost: $95,000,000 Construction completed April 2015 Property was fully leased and stabilized above pro forma projections. 56 Description of Experience 1.7.6 - PROOF OF EXPERIENCE 209 PEARCE AT PAVILION 3603 Pavilion Palms Cir, Riverview, FL 33578 Featuring six, 4-story garden style residential buildings •248,00 SF leasable residential square feet •250 multifamily units •13.6 acres of land Located in Brandon, FL Project Cost: $38,000,000 Construction began in February 2015 Completed July 2016 Property was fully leased and stabilized above pro forma projections, achieving the highest rents in the market. 57 Description of Experience 1.7.6 - PROOF OF EXPERIENCE 210 CITY OF MIAMI ADMINISTRATIVE FACILITY In early 2016, the City of Miami issued two solicitations; a Request for Proposals for a de - veloper to build the City a new administrative facility and an Offering Memorandum for the purchase of the City’s existing administrative headquarters located along the river at 444 SW Second Avenue near downtown and Bric- kell. Through their own independent analysis, the City of Miami determined that the current space requirements, growth trends, and contin- ued demands for increased services would ren- der the existing facility unable to fully and satis- factorily meet the city’s future operating needs. Adler Development bid on both solicitations through a competitive process and was ulti- mately awarded by the City of Miami in 2018. Since that time, Adler has been working extensively and collaboratively with the City on site location and operational design in what will become a signature Public Private Partnership for the City of Miami culminating in the creation of their future headquarters for generations to come. The new facility will be located at the Miami Freedom Park, formerly the Melreese Golf Course, which will house the future Major League Soccer stadium. With project architect and general contractor selections made and predevelopment underway, the project is anticipated to break ground in Q4 2024. The current 2.13-acre development site would allow for 410,816 gross SF of office space in an 8-story office building with 7 levels of office and 11 levels of parking accommodating 934 parking spaces. Description of Experience 1.7.6 - PROOF OF EXPERIENCE 58211 References 1.7.6 - PROOF OF EXPERIENCE ARTHUR NORIEGA V City Manager DEPARTMENT OF REAL ESTATE AND ASSET MANAGEMENT 444 S.W. 2nd Avenue, 3rd Floor, Miami, Florida 33130 March 18, 2024 Steven P. Kulick City of South Miami Chief Procurement Officer 6130 Sunset Drive City of South Miami, FL 33143 skulick@southmiamifl.gov Re: RFQ No. CSM2024-01 for the South Miami City Hall Redevelopment Project To Whom It May Concern, This letter is in reference to the Request for Qualifications for the South Miami City Hall Redevelopment Project. We have been working in partnership with Adler Development since the City of Miami issued and awarded a bid for the development of a new City Administrative facility in 2018. During that time, Adler has been a strong and reliable partner with whom we have a good working relationship. Please feel free to call me if you have any questions at 305.416.1458. Sincerely, Andrew Frey Director 59212 References 1.7.6 - PROOF OF EXPERIENCE March 18th, 2024 Steven P. Kulick City of South Miami Chief Procurement Officer 6130 Sunset Drive City of South Miami, FL 33143 skulick@southmiamifl.gov Re: RFQ No. CSM2024-01 for the South Miami City Hall Redevelopment Project To Whom It May Concern, This letter is in reference to the Request for Qualifications for the South Miami City Hall Redevelopment Project. We have been working in collaboration with Adler Development on the development of the City of Miami’s Administration Building for the past couple of years. Adler has been a strong and reliable partner with whom we have a good working relationship. If you have any questions regarding this matter, please do not hesitate to contact me. Thank you, Asael Ace Marrero, RA, RID, AIA, ICC Director, Building Department 60213 1.7.7 - KEY STAFF QUALIFICATIONS 61214 1.7.7 - KEY STAFF QUALIFICATIONS 1.7.7.2 Organizational Chart PROPERTY MANAGEMENT 62 TIM STERLING President of Construction DAVID ADLER Chief Executive Officer MORGAN SIRLIN Vice President FINANCE + ACCOUNTING CONSTRUCTION MANAGEMENT The triangle of our logo is not intended to show a hierachy structure, but rather a three dimensional pyramid where leadership, construction, and finance culminate in support the underlying project which is at the core of our efforts. We are organized horizontally, with all team members responsible for their own divisions and specialities but meeting regularly and collaborating constantly so as to ensure that everyone understands what the progress and needs of the project are at every step of the way. In addition to the primary team and interface above, key subcontractors will be brought on board as we progress through the various stages of predevelopment, construction, and transition to operations. Leo A Daly has been brought into our team to serve as project architect alongside Kimley-Horn that will provide valuable civil engineering services. Both groups will serve critical roles during the initial stages of site analysis and project design, working with all members of our team to ensure that the project is thoughtfully designed in a manner that achieves all goals and objectives for the City of South Miami, but is also done in a feasible manner that allows a viable project to be financed and constructed and ultimately delivered to market. 215 1.7.7 - KEY STAFF QUALIFICATIONS Key Roles and Responsibilities PRINCIPAL IN CHARGE DAVID ADLER CONSTRUCTION MANAGER TIM STERLING PROJECT MANAGER MORGAN SIRLIN The principal in charge is the visible owner of the Development Program. Accountable for successful delivery and completion of the project. • Create a venture culture that drives ownership, efficiency and proactive behavior throughout the venture. • Establish a highly capable and experienced project management team • Ensure the Project Management team has access to the right resources to effectively execute their responsibilities. • Oversee the project management process and drive any strategic changes • Be the visible owner of the overall business program • When enacting change, the principal in charge must ensure that the change process maintains its business focus, including actively managing risks involved • The principal in charge shall be prepared to make decisions and should be proactive in providing leadership and direction throughout the life of the development. They should be responsible for ensuring the organization can fully execute the desired outcome • Ensure that the Development meets its objectives and delivers projected benefits The construction manager brings the appropriate and complementary professional, technical, and specialist skills. Under the direction of the Project Manager, he will be responsible for developing and executing the detailed project plan. • Managing the day-to-day project administration through designers, contractor and subcontractors • Ensure schedule is being met and take proactive actions to accelerate when necessary • Ensure project controls are in place (i.e., track cost performance and keep project manager abreast of changes.) • Assisting the program or project manager to deliver program or strategic project objectives • Carrying out the work tasks (within their technical expertise) of the scope at hand • Advising the project manager if any risks arise that are likely to affect delivery quality • Providing information for project documentation purposes The project manager is the individual responsible for delivering the project. This individual leads and manages the project team with authority from the respondent team to run the project on a day-to-day basis. The project manager has an important role in interfacing between the project and the respective Stakeholders. • Designing and applying appropriate project management processes • Managing the production of the required deliverables • Planning and monitoring the project • Preparing and maintaining project, stage and exception plans as required • Managing project risks, including the development of contingency plans • Liaison with community and business stakeholder’s management • Monitoring overall progress and use of resources, initiating corrective action where necessary • Reporting through agreed lines on project progress through highlight reports and end-stage assessments • Maintaining an awareness of potential interdependencies within the work scopes The finance manager is responsible for overseeing the financial and accounting team responsible for all financing aspects of the project. • Develop and maintain financial proformas and models consistent with the development program • Lead commercial negotiations with Equity Capital Partners and ensure Equity financial feasibility is in place • Drive financing negotiations with Lenders and ensure debt intangibility is in place to support construction • Ensure project controls are in place • Ensure quarterly financial project reports are prepared consistent with the project plans • Process invoicing for all consultants • Lead project draw process with equity and lenders. • Manage project related audits as required • Ensure debt requirements are being tracked as required 63 FINANCE MANAGER MORGAN SIRLIN 216 1.7.7 - KEY STAFF QUALIFICATIONS 1.7.7.3 Resumes & Biographies - ADLER DEVELOPMENT 64 David S. Adler is a highly influential figure in the real estate industry, serving as the CEO of Adler Development, a distinguished Miami-based development firm. With almost 20 years as a licensed general contractor, Adler plays a pivotal role in leading the company’s operations, overseeing various aspects such as land acquisition, real estate development, design, construction, and financing. As a third-generation leader of his family’s real estate business, which boasts a history of over 60 years in investing, developing, and managing commercial and residential properties, Adler takes pride in continuing the legacy of excellence. He is dedicated to providing exceptional service and maintaining a commitment to the stability and stewardship of our development projects. David, instrumental in spearheading the company’s growth, expanded the commercial portfolio and played a key role in developing residential apartments valued at over $ 1 billion. Being a Florida native, Adler is deeply invested in the long-term sustainability and resilience of his hometown. He prioritizes integrating green space, resilient construction methods, transit connectivity, and renewable energy into Adler Development’s projects whenever possible. Recognizing the importance of efficient transportation systems in fostering vibrant communities, he is a strong advocate for transit-oriented development and public-private partnerships. DAVID ADLER Chief Executive Officer Tim Sterling has more than 30 years’ experience in the development / construction. In his career to date, he has successfully managed development opportunities totaling over $2.5 billion, with single project values exceeding $300 million. Through his leadership with three notable national general contracting firms, he has profitably managed construction projects in more than 12 states in the multi-family living, hospitality, healthcare, office, retail, commercial, and light industrial sectors. His duties range from strategic business planning and opportunity pursuit strategy to oversite of the firm’s preconstruction and construction services.TIM STERLING President of Construction MORGAN SIRLIN Vice President Morgan Sirlin joined Adler in June 2015, bringing with him over 8 years of finance and real estate related work. Morgan began his career at Adler as an analyst working with the development and property management teams. His roles and responsibilities expanded over time to include analysis of acquisitions, dispositions, and assets under management, budgeting and accounting, financial structuring, and insurance program management. Morgan graduated from the University of George Washington with a Bachelor of Arts in Finance. 217 1.7.7 - KEY STAFF QUALIFICATIONS 1.7.7.3 Resumes & Biographies - LEO A DALY 65 As Vice President and Managing Principal of the Miami studio, Eduardo leads design across the Aviation, Commercial, Federal, Public/Institutional, Healthcare and Hospitality market sectors in South Florida and the Caribbean. Eduardo’s in-depth knowledge of what is required to design and implement successful projects is a product of his 31-years’ experience as a practicing architect. Over his career, he has directed more than seven million square feet of design projects globally and is well versed in complex projects involving safety and security. His attention to detail and management of his team has been instrumental in the successful completion of these projects. Eduardo’s involvement in the programming, planning and design of the City of South Miami Police Department was pivotal. His expertise was instrumental in shaping its design. Over the past 5 years, he has collaborated with various local government agencies including the City of Miami, City of Plantation, City of Miami Beach, and Miami Dade County. Eduardo remains committed to fostering and strengthening these partnerships. EDUARDO S. EGEA AIA, NCARB VP, Managing Principal/ Design Architect Leo A Daly has been dedicated to design excellence since 1915, striving to make the world a better place. As a leading firm in planning, architecture, engineering, interior design, and program management globally, Leo A Daly engages in discussions daily that influence the future. The firm’s collaborative approach is centered around a dedication to addressing challenging inquiries, driven by a humanistic perspective, fueled by creativity, exploration, and forward-thinking design. Leo A Daly’s team is unique in its understanding of government facilities. We have contributed to the design of hundreds of government facilities from as small as 3,400 GSF to as large as 600,000 GSF. Our design team shares expertise across our 10 studios—providing our team exposure and knowledge of the latest trends in administrative buildings, law enforcement facilities, public safety training, EOCs, dispatch centers and other mission-critical related facilities across a wide range of environmental conditions. Most recently the Miami studio provided SD-DD services for the new South Miami Police Headquarters and is actively working with the City of Miami Beach Police Department on their new Headquarters. Leo A Daly services every major sector including Aviation, Civic, Commercial, Healthcare, Hospitality, Science and Tech, and Education. Their notable work has achieved numerous awards throughout the industry including being ranked 9th –Government Buildings by Building Design+Construction Giants 300; 1st -Government/VA Facilities by Building Design+Construction Giants 300; and 17th Top 300 Architecture Firms by Architectural Record. 218 1.7.7 - KEY STAFF QUALIFICATIONS 1.7.7.3 Resumes & Biographies - LEO A DALY 66 Todd possesses extensive expertise in the field of designing and managing municipal and industrial facilities, with a remarkable 25-years of experience. Throughout his career, he has been involved in various stages of project development, ranging from predesign to construction documentation. As a design lead and project architect, he has effectively coordinated with both owners and consultants. Todd’s portfolio encompasses a diverse range of projects, such as city halls, public works, public safety buildings, fire stations, community centers, emergency responder training facilities, as well as forensics and evidence handling and storage facilities. Notably, he played a pivotal role as the project architect for the City of South Miami Police Department, leading the design development of the project. Additionally, his expertise in City Hall projects is demonstrated through his involvement in the City of Brooklyn Center’s City Hall and Community Center, the City of Forest Lake City Center’s New City Hall and Public Safety facility, and the City of Lake Elmo City Hall. TODD LAVOLD AIA Senior Associate, Architect FERNANDO MINGO RA, NCARB Project Manager Fernando is a highly skilled Architect with 15 years’ experience working on all stages of project development from design to construction. Fernando has proven success developing a wide variety of projects including aviation, civic, multi-family, retail, education, residential and mixed-use buildings. Fernando thrives in deadline-driven environments and can quickly and confidently communicate his ideas and thoughts. Fernando has played a vital role in his engagement with Miami Dade County and Miami Dade Aviation Department, overseeing a wide range of projects at Miami International Airport, as well as collaborating with the City of Miami. Among Fernando’s remarkable accomplishments, the historic renovation of Beverly Hills City Hall stands out, along with several other endeavors. Cindy is an expert in municipal and law enforcement projects at Leo A Daly. Her experience includes the design or planning of more than 60 law enforcement/public safety projects. She has been built her 24-year career on her successful planning, design and management of numerous community projects including libraries, civic, and educational facilities, city halls, law enforcement, courts, and police forensic facilities. Her strengths are in her sensitivity to the needs and issues of a wide variety of project participants, her ability to listen and reason well and to negotiate mutually beneficial solutions to differences, her genuine responsiveness to client needs, and her outstanding organizational abilities. Cindy approaches municipal projects with a respect and empathy for the service, ensuring that their facilities serve the “whole person,” including meeting the physical security, safety, and training needs along with meeting the innate human needs for wellness, health, collaboration and pride. Notably, Cindy served as SME on the City of South Miami Police Department project. Additionally, her expertise in City Hall projects is demonstrated through her involvement in the City of Brooklyn Center’s City Hall and Community Center, the City of Forest Lake City Center’s New City Hall and Public Safety facility, and the City of Lake Elmo City Hall. CINDY MCCLEARLY AIA, NCARB, LEED AP Government Subject Matter Expert 219 1.7.7 - KEY STAFF QUALIFICATIONS 1.7.7.3 Resumes & Biographies - KIMLEY HORN 67 As a full-service, multidisciplinary firm, Kimley-Horn brings the in-house local and national experts in all the disciplines and services required to ensure a development of this size and complexity is successful. Our unique multidisciplinary design approach and collaborative nature allows us to blend into a team of consultants from the very beginning, proceeding with a full understanding of the project vision. Kimley-Horn specializes in making the ideal real, harmonizing creative ideas and ambition with implementable, constructible engineering and planning achievements. We have the deep bench of experts and expansive portfolio of proven expertise to address crucial project elements all under one roof. Kimley-Horn is proud to have provided professional design and consulting services for the City of South Miami, Miami-Dade County, and surrounding areas. Our team has completed numerous notable projects near the area including the Link at Douglas Station, Mercedes Benz of Coral Gables Parking Garage, the City of Aventura Parking Garage, Brickell Key One Property Structural Assessment and Repair Work, and the Omni Parking Garage. The redevelopment of the former Winn Dixie supermarket as a mixed used residential building is currently under construction within the City of South Miami. In addition, Kimley-Horn is a national leader in mixed-use development consulting delivering planning, design, and implementation services for some of the most large-scale, high-profile developments in the entire country, many of which are located in Florida. As a result, no other team is better prepared to hit the ground running on this project than Kimley-Horn. 220 1.7.7 - KEY STAFF QUALIFICATIONS 1.7.7.3 Resumes & Biographies - KIMLEY HORN 68 Alberto has worked in increasing levels of responsibility and project management since the start of his professional career and offers 25 years of progressive experience in project management, budgeting, office management, and design in civil engineering, including land/site development, water and sewer collection and transmission systems, storm drainage systems, water management, pump stations, quantity estimates, civil and environmental permitting, and construction administration. He earned both his Master of Science and Bachelor of Science degrees in Civil Engineering from the University of Miami. Alberto is a registered professional engineer in the State of Florida, a certified Leadership in Energy and Environmental Design Accredited Professional (LEED AP) and an active member of the U.S. Green Building Council (USGBC). As civil engineer, he is well versed in developing “green” building alternatives using the fundamentals of LEED. His commitment to client service and responsibility through all phases of projects has provided stability and consistency for his clients and established him as a trusted partner. p R o F ession A l c R edenti A ls Master of Science, Civil Engineering, University of Miami Bachelor of Science, Civil Engineering, University of Miami Professional Engineer in Florida, #59357 s peci A l Q u A li F ic Ations Civil engineering experience involving land/site development, water and sewer collection/ transmission systems, storm drainage systems, roadway design, water management pump stations, permitting, and construction administration. Understands local municipalities entitlement processes, familiar with platting, and various subdivision regulations relating to site development. ALBERTO HERRERA P.E., LEED AP Civil Engineer NOEL RAMIREZ P.E. Civil Engineer Noel Ramirez is a structural engineer with 11 years of experience in innovative building design and restoration techniques for parking garages and other structures of various construction types. His intense dedication and knack for details has proven to be a valuable asset in exceeding client expectations while working on a variety of projects. Noel has been involved with projects such as the Miami Dade College InterAmerican Campus Plaza Garage Evaluation, Miami Dade College Wolfson Campus Garage Restoration, Galleria Mall Garage Restoration, and UCF Garages B & D Condition Assessment and Restoration. His software experience includes SAFE, ETABS, RISA 3D, RAM, REVIT, AutoCAD, MathCAD, and MS Office. He is experienced in developing structural construction documents, creating restoration documents, designing concrete and steel structures, and conducting structural peer reviews, as well as managing the construction administration project phase. p R o F ession A l c R edenti A ls Master of Science, Civil Engineering (Structures), Florida International University Bachelor of Science, Civil Engineering (Structures), Florida International University Professional Engineer in Florida, #80194 s peci A l Q u A li F ic Ations Software experience includes SAFE, ETABS, RISA 3D, REVIT, AutoCAD, MathCAD, ANSYS, and MS Office 221 1.7.8 - PAST PERFORMANCE 69222 1.7.8 - PAST PERFORMANCE For nearly a decade, Adler Development has strategically focused on helping public and private entities unlock the hidden potential of underutilized assets. These partnerships are essential tools for tackling community challenges in growing cities. By collaborating with the private sector, public entities can realize ambitious, impactful projects. As Miami experiences unprecedented growth, municipalities like Miami-Dade County are wisely leveraging PPPs to reimagine overlooked assets. Adler Development is at the forefront of this movement, helping to maximize these properties for all stakeholders. MOTION AT DADELAND In 2019, Adler Development received a certificate of occupancy for its first Transit-Oriented Development and Public Private Partnership. Motion at Dadeland, located directly adjacent to the Dadeland Metrorail Station and across from the Dadeland mall, is a +250,000 square foot, 294 unit, market rate, mixed-use, Class A, highrise building. The project was built with the metrorail station at the center of it’s focus, with a newly constructed plaza that would provide direct and enhanced connectivity from the entrance of the residential tower to the entrance of the metrorail station, with an art in public places component to in the middle of the plaza to create a vibrant and welcoming environment. The development was structured on a ground lease with Miami-Dade County as a revenue share with the County receiving a percentage of gross revenues from both the residential and retail components. The project was built ahead of schedule and under budget. It was financed with a syndicated construction loan through TD Bank and Santander with institutional equity from Barings / Mass Mutual. In 2021, not long after the project was leased-up and achieved stabilization, it was sold to Lerner Enterprise. To this day, Motion at Dadeland continues to be one of the strongest performing assets in the Dadeland area, offering continued growth and returns to the County. CORE AT LINK Structured on a long-term ground lease with Miami-Dade County and designed around the Douglas Station Metrorail, Link at Douglas Station is a model for successful Public Private Partnerships and Transit-Oriented Developments. The master planned development has taken a former surface parking lot and vacant green space and transformed the site into an innovative and vibrant 7-acre live, work, play community. Link at Douglas sits at the center of a growing urban neighborhood with accessibility from US1, Douglas Road, the Metrorail, Miami-Dade bus lines, and the Coral Gables Trolley. The Douglas Road Metrorail Station lies at the center of Miami-Dade County and functions as the link between Downtown, Brickell, South Miami, Dadeland, Coconut Grove, Coral Gables, and Miami International Airport. The Metrorail is the defining element of Link at Douglas and serves as a tool for neighborhood development by increasing urban vibrancy through connectivity. Link at Douglas fully integrates the Douglas Metro Station into its design as an essential component, linking the project’s various residential towers with Miami-Dade’s most important urban centers and tourist destinations, serving as a model for future successful transit-oriented development. CORE at Link is the first tower of the multiphase development project that was delivered to market after receiving its certificate of occupancy in Q4 2021. CORE is a +200,000 square foot, 312 unit, mixed-income, mixed-use Class A highrise building. The +6,000 square feet of retail space has been leased to two food and beverage operators, providing ideal amenities for the residents of both the tower itself and the surrounding community. Part of our proposal to the county was to commit to the inclusion of workforce housing across the entire site resulting in the development of over 90 units of workforce housing to support working class residents at CORE. CORE’s development included extensive and thoughtful civil engineering to redesign civic infrastructure for better transit connections throughout the entire site while minimizing disruptions to the existing public services. Each aspect of Link at Douglas has been designed to maximize the experience and safety of both residents and visitors and provide a lifestyle that emphasizes walkability and the use of transit. The existing bus bays were relocated from the southside of the rail line to the northside to reduce conflicts with pedestrians and create a seamless flow for metro rail riders transitioning to bus routes. This also involved creating new and efficient bus circulation through the site as well as new bus bay canopies to protect transit patrons from inclement weather, improving the rider experience and enhancing rider safety. After extensive traffic studies and analysis, a new access road from US-1 and a new traffic circle were created to increase connectivity to the site for both public and private commuters while minimizing any bottleneck effects and traffic disruptions. CORE was completed ahead of schedule and under budget with a syndicated construction loan from TD Bank and Santander and equity from Barings/Mass Mutual. 70223 1.7.8 - PAST PERFORMANCE CASCADE AT LINK CASCADE at Link, the second tower of the master planned development, received its certificate of occupancy in Q1 2023. Rising 37 stories over Coral Gables and Coconut Grove, Cascade offers sweeping, unobstructed views of the City of Miami and Biscayne Bay from all angles. CASCADE is a +404,000 square foot, 421 unit, market rate, mixed- use, Class A, highrise building. Each apartment has thoughtful, special touches designed to elevate the quality of everyday life and the 22,000 SF of ground floor retail is leased to Milam’s Market, providing the ideal amenity for residents and the local community. Outside of CASCADE is a 25,000 SF public plaza with the entrance to the Douglas Road Metrorail Station as its centerpiece, creating a functional and aesthetic integration with Link at Douglas and serving as the anchor for the newly created neighborhood. CASCADE includes a parking garage with over 800 spaces for residents, shoppers, transit riders and visitors to the area, requiring extensive pointing/signage as well as access, monitoring, and enforcement systems and technology to support the robust parking operations. CASCADE was completed ahead of schedule and under budget with a syndicated construction loan from TD Bank and Santander and equity from Barings/Mass Mutual. CORE and CASCADE were both recapitalized with equity from the LeFrak family, which replaced Barings/Mass Mutual. To this day, Adler maintains its ownership position of both towers, which continue to be the strongest performing assets in the surrounding area, providing robust returns to Miami-Dade County per the terms/structure of the ground lease. Part of the development team’s commitment to Miami-Dade County was a multi-million-dollar improvement of the existing Douglas Road Station Metrorail that included new flooring, elevators/escalators, and updated monitors and security system. The work on the station was separated into four distinct phases to permit Miami-Dade Transit to continue operating during construction. There was also an “art in public places” component to replace the dilapidated station perimeter fencing with an artistic fence and mural. Link at Douglas will also serve as a critical segment of the Underline, reinforcing the transit integration and pedestrian access in the area. The vision for the Underline is to transform the underutilized land directly beneath the elevated Miami Metrorail into an iconic linear park and world-class urban trail and living art destination. This 10-mile corridor will connect neighboring communities located separate and apart from the busy US-1 roadway while improving pedestrian and bicyclist safety and encouraging a healthy lifestyle with an easily accessible place to exercise. The Underline will create hundreds of acres of new green space with restored natural habitats while also providing a canvas for artistic expression and attracting new development along US-1. The next phase of Link will entail an additional two highrise towers, delivering ~800 more residential units to market. CITY OF MIAMI ADMINISTRATIVE HEADQUARTERS In early 2016, the City of Miami issued two separate solicitations; a Request for Proposals for a developer to build the City a new administrative facility and an Offering Memorandum for the purchase of the City’s existing facility. Although Adler Development was awarded both solicitations by the City of Miami, due to the location of the City’s existing facility along the Miami River, state mandate required our firm to receive voter approval for the project through a public referendum. As such our team went through an extensive marketing campaign involving a “boots on the ground” approach coupled with a multi-media strategy in order to drive local awareness of our project and the impacts and benefits to the community. Our efforts to turn out voters to the polls in November 2018 resulted in the approval of our ballot measure with over 65% support. Our proposal to the City was a ground lease structure whereby Adler Development committed to completing the construction of the City’s new facility and transition them from the current site to the new office before our team could take possession of the existing site on the Miami River for construction of new residential towers, thereby allowing for a seamless occupancy transition between the OM and RFP and allowing the City to maintain consistent operations. The new facility will bring together the various City departments into one facility thereby improving organizational effectiveness, business strategies, and daily operations to better serve the citizens of Miami. The design goals take into consideration initial and life-cycle costs, use modern workplace technology, and design strategies to provide an “office of the future” that delivers an optimally sized and high- quality building with related parking facilities.71224 1.7.8 - PAST PERFORMANCE In further demonstration of our understanding of the dynamic nature of long-term Public Private Partnerships and our ability to navigate changing objectives, we began design work for the City of Miami new office in 2018 on a site that was designated to be the optimal location through a recommendation of the City’s advisory team at CBRE. In 2021, a new board of commissioners was elected and a review of the site location led to a decision to relocate the future home to the City of Miami. Therefore, the completed plans for the former site were discarded and our team recommenced planning and design at the new location. The City’s new facility will now be located at the Miami Freedom Park, formerly the Melreese Golf Course, which will house the future Major League Soccer stadium. The current design of the 2.13-acre development site would allow for 410,816 gross SF of office space in an 8-story office building with 7 levels of office and 11 levels of parking (accommodating 934 parking spaces). The predevelopment process is well underway with most subcontractors selected and plans for a ground breaking in Q4 2024. BocA tRi-RAil stAtion In 2020, the South Florida Regional Transit Authority issued an RFP for the redevelopment of the Boca Tri-rail, a 7.7 acre property including a parking lot, bus lane, a 2.59 vacant parcel north of the station, and a 0.97-acre parcel adjacent to the station platform. Adler Development, in partnership with 13th Floor Investments, proposed a mixed-use development that would provide a 154 unit, class-A, boutique residential building and 28,000 square feet of active office and retail space. The Transit-Oriented Development would promote pedestrian connectivity to the Boca Station through a unique and dynamic public space integrated into the neighboring properties, enhancing the Boca Station environment for riders, visitors, and residents. After multiple rounds of bidding and negotiating, our team was ultimately selected as the winning bidder in late 202. In order to unlock long-term value for the South Florida Regional Transit Authority, the proposal was structured on a long-term ground lease with a revenue share across all forms of developed uses to SFRTA. Since that time, our team has been working through the zoning and entitlement process, acquiring an additional 10 acres of land adjacent to the site and owned by FPL as well as an additional 0.65 acres of land from the Lake Worth Drainage, thereby growing the scope and scale of the project to 340 units, 10% of which will now be affordable income (120% of Average Median Income), and 30,000 square feet of retail and office. The City of Boca has approved the new zoning and site plans have been submitted for approval. The project is anticipated to break ground in Q3 2024. 1.7.8.1. Litigation history relating to any prior or on-going development projects or similar projects. - Respondent does not have and has not had any litigation related to any prior or on-going development projects. 1.7.8.2. Any formal complaint history within the last five (5) years with respect to Respondent’s development projects. - Respondent does not have and has not had any formal complaints related to any development projects. 72225 1.7.9 - PROJECT APPROACH 73226 1.7.9 - PROJECT APPROACH 74 Achieving Goals Together GOALS 1 2 3 4 New City Hall of at least 30,000 SF (with 90 dedicated parking spaces) Structured parking to accommodate at least 189 parking spaces for the public uses outlined above New Miami-Dade County Public Library of at least 13,500 SF (with 39 dedicated parking spaces) New Police Station of at least 25,000 SF (with 60 dedicated parking spaces) 5 Preserve, relocate, or reintegrate the historic Sylva Martin Building Our approach goes beyond just maximizing financial gain. We begin by establishing a deep understanding of each project’s unique requirements – the issuer’s priorities, the site’s specific characteristics, and the surrounding community’s needs. This comprehensive analysis allows us to strike a thoughtful balance between achieving the “highest and best use” for the property and incorporating other crucial objectives. Our team members and curated professionals will optimize the land to its maximum potential with the mission of creating a modern center for civic engagement while strengthening the fabric of the commnuity and improving the overall quality of life for our future residents. In regards to project implementation schedule, we intend to develop the project in phases as a way to maximize the value of the site and minimize the disruption to essential operations for the City. Upon selection and award from the City, our team will begin drafting the necessary legal agreements while simultaneously commencing on the design and predevelopment of each phase and use. Each phase will be commercially and economically viable on a stand-alone basis and comply with all Laws and Ordinances and building and zoning codes. Each phase will have its own financing and legal structure and be able to operate independently from all other phases. All phases will allow for access to and between all the other phases. We do not intend to sell or assign any of the phases to an entity outside our control. Preserve or recreate a park site of at least 27,500 SF 6 7 8 Create a mixed-use transit-oriented development Provide revenue streams to the City of South Miami 9 Improve connectivity to the project site and increase accessbility to the South Miami Metrorail 227 1.7.9 - PROJECT APPROACH 75 Adler Development envisions a transformation of the area that will revitalize the neighborhood and foster a sense of community within and beyond its borders. The development will integrate a modern and efficient City Hall and Police Station and new public library that is woven into the fabric of the community, forming a vibrant hub and civic pride. The design will enhance connectivity by creating a welcoming landscape and streetscape with green spaces and tree-lined pedestrian promenades that will beautifully blur the edge between the private and public realm. Mixed-income housing catering to diverse needs and income levels will promote social and economic inclusion and create a more representative community. Parks and recreational areas will be incorporated A Center for Connection throughout the project to encourage a healthy lifestyle for residents and the public servants working in the area, connecting and strengthening the community for generations to come. This combination of public service facilities, diverse housing options, and abundant green spaces will foster interaction and create a thriving and inclusive community. Our comprehensive approach will have direct and indirect benefits to all stakeholders, among them: • Generating new tax revenue for the City and the County by activating underutilized land and creating new properties to bring onto the tax roll to fund future growth and investment initiatives on behalf of the tax payers • Revitalizing the neighborhood by attracting new residents, businesses, and investment, and boosting the local economy • Promoting social cohesion by integrating of diverse housing options and bringing in residents from various backgrounds • Enhancing environmental sustainability through green spaces and energy-efficient design to contribute to a more sustainable future This project will not only serve as a foundation for future growth, but will also become a vibrant destination, attracting residents and visitors alike. By establishing a diverse and connected community, this development will have a lasting positive impact on the neighborhood. 228 1.7.9 - PROJECT APPROACH 76229 1.7.9 - PROJECT APPROACH 77 The Leo A Daly Miami Studio was retained four years ago by former Mayor Sally Phillips to design the new South Miami Police Headquarters (RFQ #PW2020-27, Architectural & Enginerring Services For a New Police Headquarters). The City had selected a City-owned site located at 5890 SW 69 Street, South Miami, FL 33143 (aka State of Florida Vehicle Inspection Station) for the new Police Headquarters. Leo A Daly programmed, planned and designed the project all the way through Design Development. However, Mayor Phillip’s efforts to attain a grant or funding from State of Florida to cover the cost of construction didn’t materialize. This caused the SMPD New Headquarters project to be suspended due to lack of funding. Although the location of the new site has changed, and the scope and scale of the overall project has increased, Leo A Daly’s previous involvement in the South Miami Police Headquarters project offers valuable advantages to the City of South Miami. Their knowledge of the programming, planning, and design elements that went into the former site would provide valuable insights that could greatly enhance and expedite the new design process. The renderings and design concepts outlined below and on the followiing page, demonstrate some of the thought process and vision that will carryover and guide the design of the new Police Headquarters and other civic facilities when our development team is selected to move forward with the City of South Miami. The City of South Miami’s new Police Department will be designed as a state-of-the-art police headquarters focused on improving community relations, officer safety, and resilience. The building will meet minimum LEED Gold building standards and address a critical lack of space for evidence handling, secure parking, storage, training, emergency management and community engagement that exists in the current headquarters. The project’s integrated design approach will solve a variety of unique challenges to create a safe, inviting, functional and future-proof environment for community policing. City of South Miami Police Headquarters 230 1.7.9 - PROJECT APPROACH 78 The main façade uses a combination of solid and perforated steel panels and glass to create an attractive and contextually appropriate expression. A performative armature above the fourth floor serves as the signature visual element, functioning both as a PV array and shading device. This serves as an expression of the city’s commitment to sustainability and resilience. Extensive testing and structural reinforcement safeguard the array’s survival in hurricane conditions. The overall workplace is designed to maximize the mental and physical well-being of officers. Four outdoor terraces provide respite opportunities on each floor. A large rooftop gathering space provides a secure space for department events, with plantings and orientation strategically selected to avoid views from surrounding rooftops. Exterior lighting was carefully studied to avoid light pollution. An inviting public entry characterizes the building’s streetscape expression. A small outdoor reception area functions as a public amenity and attractive staging area for press conferences. A lobby and community room form the public’s first impression upon entry. Property/evidence storage and holding cells occupy a secure, first-floor area which can be accessed on the back side by the sally port. This arrangement maximizes the safety of officers by providing out-of-sight entry and avoiding the need to transport those in detention upstairs. Safety, security and functionality drove the program to be weighted toward the bottom of the building, with program space tapering in size with height. Public interface areas are strategically located on the ground floor. The second floor houses working departments such as dispatch, building support, investigations and patrol. The third floor houses fitness and training amenities, and the top floor houses executive functions. Parking for 56+ police vehicles and a fueling station were required in addition to a headquarters containing all the usual, and some unusual, functions of a police station. The ah-ha moment of an iterative design process was the decision to separate and integrate parking with office functions via a one-way, multilevel garage accessed by two helical parking ramps. This allowed the needed secure parking to be achieved while taking up the smallest amount of room. In-depth parking and maneuverability studies were conducted to ensure that police vehicles could get out rapidly to attend to community crises and large vehicles, such as ambulances and SWAT vehicles, could serve the secure, drive-thru sally port integrated into the first floor of the garage. Strict attention to future-proofing led to a series of resilience methods used in the parking garage and rooftop. The parking structure, with integrated fueling station, also includes a number of EV charging stations with the ability to expand these as fossil fuels are phased out. The top level of the squad garage, equipped with photovoltaic panels, is carefully sized and structurally reinforced in accordance with the FAA’s universal criteria for electrical vertical takeoff and landing (eVTOL). 231 1.7.9 - PROJECT APPROACH 79 Our vision is to cultivate a diverse and vibrant community by transforming this site into a thriving hub seamlessly integrated with its surroundings. Shade trees, seating areas, and hardscape elements will create a visually appealing environment and a more connected community experience. Strategic retail components will revitalize street life, support local businesses, and provide convenient amenities within the neighborhood. Thoughtfully designed public open space and programmed amenities will promote a variety of recreational and community activities fostering a stronger sense of place: COMMUNITY ENGAGEMENT • play areas for families with children • outdoor fitness zones to promote health • dog walking areas • staging areas for special community events COMMUNITY ORIENTATION We view communicating with our neighbors as a critically important element throughout the planning, development, and implementation process. This can be achieved through open forums, design workshops, resident surveys, and the establishment of a dedicated community liaison team. By ensuring open communication and fostering a sense of ownership, the project can cultivate a strong sense of community pride and ensure its long-term success. Some of the key principles that will govern these meetings include: • Involving neighbors from the start to foster a shared community vision • Managing the process effectively to build trust between the team and the public • Working across disciplines to maximize group learning and productivity • Working in short feedback loops to test ideas and stimulate public participation • Working in detail to test the feasibility of alternative concepts 232 1.7.10 - FINANCING 80233 1.7.10 - FINANCIAL INFORMATION Adler Development has a long history and track record of financing large scale development projects. We believe that each real estate venture requires a unique financing plan and strategy that always includes a significant amount of capital from the Adler principles. Since 2010, Adler, by means of relationships with a prestigious list of institutional and private investors, nationally and internationally recognized lenders, has invested a combined $1.4 billion in real estate assets. The Adler team has completed dozens of real estate investments ranging on asset type and class, joint ventures, public private partnerships, transit-oriented developments, and ground lease structures. Adler currently has an extensive real estate portfolio of approximately $500 million in assets under management. Each investment is created as a separate legal structure, with its own single purpose entity. This is a requirement made of us by our investors and lending institutions. Our operating businesses take full responsibility for the management and operation of each separate investment entity and provides guarantees to our lenders and equity partners. Our team is extremely committed to the development of this project both economically and from a community standpoint. We envision the South Miami City Hall Redevelopment Project as another opportunity for a successful public private partnership. Adler Development is a highly successful and competent local development company that has vast experience managing the development of thousands of units and millions of square feet of public-private partnerships, mixed-use, residential, commercial, and retail projects throughout Florida. At the heart of our success lies a commitment to understanding the intricate needs of each project. Adler has recently constructed three different multifamliy projects that were Public Private Partnerships with Miami-Dade County. Those developments were also executed under long-term ground leases with the county and all structured as a revenue share of the completed projects. We believe that the ground lease structure in a PPP format often achieves the best goals by creating a shared interest in the success of the project. Those recent projects were also funded with institutional equity (Barings/Mass Mutual) and recapitlized with equity through a family office (LeFrak). Our recent and ongoing work with the City of Miami is the construction of their new administrative headquarters which is being 100% by municipal bonds and the project will be developed by Adler and turned over to the City upon completion. Every project is unique from a financing perspective and structuring large and multifaceted deals of this nature requires creative and thoughtful financing strategies in order to achieve the desired results for all stakeholders. We are able to source funding for market rate and workforce housing through conventional construction loans with nationally recognized lenders (TD Bank, Iberia Bank, Santander, City National Bank to name a few recent lenders to Adler) and a mix of private equity. For the South Miami City Hall Redevelopment Project, our team will perform a full evaluation of the public and private components to gauge cost and begin financial engineering required for each component. With that in mind, Adler has a variety of funding sources and we are fully committed to securing the necessary capital to complete this project. To demonstrate our financial strength and ability to develop, we have included a set of letters from banking institutions and public partners. They exhibit Adler Development’s excellent performance and repayment histories, significant depository relations, substantial borrowing history, and future lending opportunities. 81 Financial History & Experience 234 1.7.10 - FINANCIAL INFORMATION 82 Internal March 18th, 2024 Steven P. Kulick City of South Miami Chief Procurement Officer 6130 Sunset Drive City of South Miami, FL 33143 skulick@southmiamifl.gov Re: RFQ No. CSM2024-01 for the South Miami City Hall Redevelopment Project To Whom It May Concern, This letter is in reference to the Request for Qualifications for the South Miami City Hall Redevelopment Project. Adler Development had a good lending and banking relationship with Santander Bank. Our lending relationship has expanded to over $80 MM in commercial real estate development projects with a concentration on public private partnerships and transit-oriented developments. We confirm and acknowledge that all transactions during our relationship have performed well with no event of default. We would most certainly entertain further lending opportunities with Adler Development and their affiliated companies. We value the relationship and look forward to discussing the financing of this additional endeavor once it becomes ready. Very truly yours, TD Bank, N.A. By: � Nathan Perlmutter Vice President 305-441-5695 nathan.perlmutter@td.com TD Bank, N.A. 255 Alhambra Circle 12th Floor Coral Gables, FL 33327 Financial Institution References 235 1.7.10 - FINANCIAL INFORMATION Financial Institution References 83 Confidential March 18th, 2024 Steven P. Kulick City of South Miami Chief Procurement Officer 6130 Sunset Drive City of South Miami, FL 33143 skulick@southmiamifl.gov Re: RFQ No. CSM2024-01 for the South Miami City Hall Redevelopment Project To Whom It May Concern, This letter is in reference to the Request for Qualifications for the South Miami City Hall Redevelopment Project. Adler Development had a good lending and banking relationship with Santander Bank. Our lending relationship has expanded to over $80 MM in commercial real estate development projects with a concentration on public private partnerships and transit-oriented developments. We confirm and acknowledge that all transactions during our relationship have performed well with no event of default. We would most certainly entertain further lending opportunities with Adler Development and their affiliated companies. We value the relationship and look forward to discussing the financing of this additional endeavor once it becomes ready. By: Benjamin Flanders Santander Bank Senior Vice President, Florida Market Director Commercial Real Estate Banking 1401 Brickell Avenue, Suite 850, Miami, FL 33131 236 1.7.11 - INSURANCE 84237 1.7.11 - INSURANCE If awarded a development agreement or contract, Adler Development shall secure and maintain throughout the duration of the awarded contract insurance of such types and in such amounts not less than those specified below as satisfactory to City, naming the City as an Additional Insured, underwritten by a firm rated A-X or better by A.M. Best and qualified to do business in the State of Florida. The insurance coverages shall include at a minimum the types and amounts set forth in Section 2.5 of the RFQ and may be modified and/or increased by the City as it deems necessary or prudent. Adler Development understands that the City may require higher limits of insurance or additional coverage if deemed necessary. The insurance coverage shall be primary insurance with respect to the City, its officials, employees, agents and volunteers naming the City as additional insured. Any insurance maintained by the City shall be in excess of the Adler’s insurance and shall not contribute to Adler’s insurance. All coverage forms shall be primary and noncontributory and Adler shall provide a waiver of subrogation for the benefit of the City. Adler agrees to indemnify, defend and hold harmless the City from and against any and all claims, suits, judgments, losses, damages, executions and/or liabilities as to bodily injuries and/or property damage which arise or grow out of the eventual award of a development agreement or contract or Adler’s performance of the Work required by this RFQ. Adler shall be responsible for assuring that the insurance policies and certificates required by Section 2.5 remain in full force and effect for the duration of the Work. Copies of Adler’s actual Insurance Policies as required herein and Certificates of Insurance shall be provided to the City, reflecting the City as an Additional Insured. Each Policy and certificate shall include no less than (30) thirty-day advance written notice to City prior to cancellation, termination, or material alteration of said policies or insurance. Adler shall also, upon request by the City, provide copies of all official receipts and endorsements as verification of Adler’s timely payment of each insurance policy premium as required by the Agreement. The following page provides a sample certificate of insurance outlining some, but not all, of the coverages requested by the City of South Miami. If selected to advance, Adler will work with it’s insurance agent and insurance providers to obtain all of the necessary coverages and endorsements as required by the City. 85238 1.7.10 - FINANCIAL INFORMATION Financial Institution References 86 ANY PROPRIETOR/PARTNER/EXECUTIVEOFFICER/MEMBER EXCLUDED? INSR ADDL SUBRLTRINSD WVD PRODUCER CONTACTNAME:FAXPHONE(A/C, No):(A/C, No, Ext): E-MAILADDRESS: INSURER A : INSURED INSURER B : INSURER C : INSURER D : INSURER E : INSURER F : POLICY NUMBER POLICY EFF POLICY EXPTYPE OF INSURANCE LIMITS(MM/DD/YYYY) (MM/DD/YYYY) AUTOMOBILE LIABILITY UMBRELLA LIAB EXCESS LIAB WORKERS COMPENSATIONAND EMPLOYERS' LIABILITY DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) AUTHORIZED REPRESENTATIVE EACH OCCURRENCE $ DAMAGE TO RENTEDCLAIMS-MADE OCCUR $PREMISES (Ea occurrence) MED EXP (Any one person)$ PERSONAL & ADV INJURY $ GEN'L AGGREGATE LIMIT APPLIES PER:GENERAL AGGREGATE $ PRO-POLICY LOC PRODUCTS - COMP/OP AGGJECT OTHER:$ COMBINED SINGLE LIMIT $(Ea accident) ANY AUTO BODILY INJURY (Per person)$OWNED SCHEDULED BODILY INJURY (Per accident)$AUTOS ONLY AUTOS HIRED NON-OWNED PROPERTY DAMAGE $AUTOS ONLY AUTOS ONLY (Per accident) $ OCCUR EACH OCCURRENCE CLAIMS-MADE AGGREGATE $ DED RETENTION $ PER OTH-STATUTE ER E.L. EACH ACCIDENT E.L. DISEASE - EA EMPLOYEE $If yes, describe under E.L. DISEASE - POLICY LIMITDESCRIPTION OF OPERATIONS below INSURER(S) AFFORDING COVERAGE NAIC # COMMERCIAL GENERAL LIABILITY Y / N N / A(Mandatory in NH) SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED INACCORDANCE WITH THE POLICY PROVISIONS. THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIODINDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS,EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement onthis certificate does not confer rights to the certificate holder in lieu of such endorsement(s). COVERAGES CERTIFICATE NUMBER:REVISION NUMBER: CERTIFICATE HOLDER CANCELLATION © 1988-2015 ACORD CORPORATION. All rights reserved.ACORD 25 (2016/03) CERTIFICATE OF LIABILITY INSURANCE DATE (MM/DD/YYYY) $ $ $ $ $ The ACORD name and logo are registered marks of ACORD 3/21/2024 (754) 202-0918 15580 Adler Development, LLC3800 NE 1st Ave, Suite 300 Miami, FL 33137 A 1,000,000 RBS0183756 5/31/2023 5/31/2024 100,000 5,000 1,000,000 2,000,000 2,000,000 HNOA 1,000,000 1,000,000A RBS0183756 5/31/2023 5/31/2024 City of South Miami Chief Procurement Officer 6130 Sunset Drive South Miami, FL 33143 ADLERDE001 GPREGO Riemer Insurance Group, Inc.P O Box 250Hallandale, FL 33008 Michael Sparber msparber@riemerinsurance.com Scottsdale Indemnity Company X X X XX 239 1.7.12 - SPECIAL CONSIDERATION 87240 1.7.12 - SPECIAL CONSIDERATION Through years of experience responding to public solicitations, Adler Development has honed its expertise in navigating the complexities of PPPs and TODs. We’ve cultivated a team of seasoned professionals and subcontractors with the knowledge and experience in crafting cross-party agreements, structuring long-term ground leases, and developing diverse asset types. This team fosters a collaborative spirit, ensuring all stakeholders are engaged throughout the process. From developing inclusive communities through mixed-income housing, revitalizing public infrastructure, and creating civic facilities, Adler Development has a proven track record of guiding partners towards solutions that deliver lasting value. We believe successful PPPs hinge on a shared vision, which is why we go beyond simply delivering projects. We strive for an enduring positive impact on the communities we serve. 88241 242 243 244 245 March 20, 2024 Mr. Steven P. Kulick City of South Miami Chief Procurement Officer 6130 Sunset Drive City of South Miami, Florida 33143 0 INTEGRA Re: City of South Miami Request for Qualifications (RFQ) No. CSM2024-01 South Miami City Hall Redevelopment Project Dear Mr. Kulick and City of South Miami, Integra Solutions, LLC ("lntegra") is pleased to present our response to the City of South Miami Request for Qualifications (RFQ) No. CSM2024-01 for the South Miami City Hall Redevelopment Project (the "RFQ"). Based on our experience and expertise, as well as our commitment to Mixed Use and Multifamily Residential Development including Affordable and Workforce Housing in South Florida, we look forward to the prospect of potentially redeveloping the property covered by the RFQ. Integra, a full-service real estate development and investment firm, was founded in 2005 and has since undertaken several development projects throughout South Florida which have reshaped communities. With significant knowledge in the fields of acquisition, development, construction and management, Integra has extensive project experience in multi-family, mixed-use development, including Affordable Housing developments governed by the Low Income Housing Tax Credit program ("LIHTC"), tax-exempt bond programs, and by HUD, in addition to market- rate housing. Integra has particular experience and focus on ground-up development, and what makes us most unique is our hands-on approach. Our mission as a firm has been to leave a lasting impact on the communities in which we are fortunate enough to develop, and we utilize our ability to actively listen to allow us to shape our developments around the key stakeholders our projects will ultimately benefit. Through this strategy, our projects have been met with great enthusiasm and support. Among others , as further described in our RFQ submittal , Integra has recently completed the following mixed-use and multifamily developments: • Aventura Park Square -Aventura, FL: 7.3-acre mixed-use project with 131 residential units, 145,000 square feet of office, 50,000 square feet of retail, a 207-key Aloft hotel, and a 144-bed assisted living facility. • Hallandale Art S quare -Hallandale, FL: A mixed-use development including 358 market-rate, multifamily units and 13 ,000 square feet of retail space, financed with a Freddie Mac permanent loan; 150 SE 2nd Avenue, Suite 800 -Miami FL 33131 -Tel: 305-774-0110 3 246 ~ INTEGRA • Mosaico -Miami, FL: 271-unit Affordable Housing development in Miami's Allapattah Neighborhood financed with 4% non-competitive LIHTC, tax exempt-bonds, and which has a Housing Assistance Payment ("HAP") contract with Miami-Dade PHCD for HUD Section 8 Project-Based Vouchers; and • Steve Protulis Towers (flkla "Las Brisas Trace'') -Unincorporated Miami-Dade County, FL: 119-unit Affordable Housing Development in Miami-Dade County's Brownsville neighborhood, financed with 9% competitive LIHTC, a Miami-Dade County Surtax Loan, and Freddie Mac permanent financing. We are grateful for the opportunity to work with the City of South Miami to redevelop the property covered by the RFQ. In addition to Integra's capable internal team including executives, development professional staff, accounting staff, and an in-house construction division, Integra is fortunate to work with highly qualified, award-winning architects and design professionals with significant multi-family experience, as well as highly regarded , seasoned attorneys with significant mixed-use development, government partnership and affordable housing finance experience. For additional background on lntegra 's past development experience and development team, please see the information within our enclosed RFQ submittal. If we can be of further assistance during the review and deliberation process, please feel free to reach out to our office at (305) 774-0110. We look forward to hearing from you and hope to have the chance to contribute to the further enhancement of the South Miami community. Principal, Integra Solutions 150 SE 2nd Avenue, Suite 800 -Miami FL 33131 -Tel: 305-774-0110 4 247 FORMl RESPONSE FORM PACKAGE ACKNOWLEDGEMENTS I hereby propose to furnish the goods and services specified in the Request for Qualifications RFQ No. CSM2024-01 I agree that my Response will remain firm for a period of 180 days after opened by the City in order to allow the City adequate time to evaluate the Response. I certify that all information contained in this Response is truthful to the best of my knowledge and belief. I further certify that I am duly authorized to submit this Response on behalf of the Firm named as the Proposing Firm and that said Firm is ready, willing, and able to perform if awarded the Agreement. I further certify, under oath, that this Response is made without prior understanding, agreement, connection, discussion, or collusion with any other person, firm or corporation submitting a Response; no officer, employee or agent of the City of South Miami or any other Respondent has an interest in said Response. Furthermore, I certify that the undersigned executed this Response Form with full knowledge and understanding of matters therein contained and was duly authorized. I further certify that the Respondent acknowledges receipt of all Addenda issued by the City in connection with the RFQ (Check the box next to each addendum received). X Addendum 1 Addendum 6 Addendum 2 Addendum 7 Addendum 3 Addendum 8 Addendum4 Addendum 9 Addendum 5 Addendum 10 Attached hereto are the following forms/documents which form a part ofthis Response: IXI Form 1. □ Form 2A. I&) Form2B. ~ Form 3. I&) Form 4. ~ Form 5. IXI Form 6. ~ Form 7. w Form 8. Response Form Package Acknowledgement. Respondent's Certification (if Company or Corporation) Respondent's Certification (if Partnership) Single Execution Affidavits Dispute Disclosure Certification Regarding Debarment, Suspension, & Other Responsibility Matters Primary Covered Transactions Respondent's Qualifications Survey Key Staff and Proposed Subcontractors Reference List 5 \ 248 FORMl RESPONSE FORM PACKAGE ACKNOWLEDGEMENTS (CONTINUED) Integra Solutions LLC Victor Ballestas, Manager NAME & TITLE, TYPED OR PRINTED MAILING ADDRESS 150 SE 2nd A venue , Suite 800 Miami, Florida 33131 ( 305) 774-0110 TELEPHONE NUMBER State of Florida County of Miami-Dade The foregoing instruw~nt was acknowledged before me by meaqs of ~_P.hysical presence or online notarization, this /CfU day of ~ljJ 2~, by VT efe,r Bd/1~~ (name of person) as ~ (type of authority) for v}ij-~luh~ ___ (name of party ~whom instrument is ecuted). V Personally known to me; or ry Public (Print, Stamp, or Type as missioned) ____ Produced identification (Type of Identification: _____________ _., ___ .Did take an oath; or ____ Did not take an oath 6 249 FORM2B RESPONDENT'S CERTIFICATION (if Partnership ➔ Limited Liability Company CERTIFICATE STATE OF FLORIDA COUNTY OF FLORIDA ) ) ss ) I HEREBY CERTIFY that a meeting of the Partners of Inte gr a Solutions, LLC ----------------------------·' a limited liability company existing under the laws of the State of Florida , held on March 25 --====--=:; ___ , 2024, the following resolution was duly passed and adopted: "RESOLVED, that Victor Ballestas as Manager of the Limited Liability Company, be and is hereby authorized to execute the Response dated March 25 , 2024, to the City of South Miami for RFQ NO. CSM2024-01 SOUTH MIAMI CITY HALL REDEVELOPMENT PROJECT from this partnership and that his execution of thereof, attested by the shall be the official act and deed of this Partnership ." I further certify that said resolution is now in full force and effect. IN WITNESS WHEREOF, I have hereunto set my hand this / t"~ day of fl'\c.vd1 , 2024 . ~ (SEAL) 7 250 FORM3 SINGLE EXECUTION AFFIDAVITS THIS FORM MUST BE SIGNED AND SWORN TO IN THE PRESE NCE OF A NOTARY PUBLIC OR OTHER OFFICIAL AUTHORIZED TO ADMINISTER OATHS. THIS FORM COMBINES SEVERAL AFFIDAVIT STATEMENTS TO BE SWORN TO BY THE RESPONDENT OR RESPONDENT AND NOTARIZED BELOW. IN THE EVENT THE RESPONDENT OR RESPONDENT CANNOT SWEAR TO ANY OF THESE AFFIDAVIT STATEMENTS, THE RESPONDENT OR RESPONDENT IS DEEMED TO BE NON- RESPONSIBLE AND IS NOT ELIGIBLE TO SUBMIT A RESPONSE. THESE SINGLE EXECUTION AFFIDAVITS ARE SUBMITTED TO THE CITY OF SOUTH MIAMI AND ARE STATEMENTS MADE: By: Victor Ballestas For (Name of Proposing or Responding Entity): Integra Solutions, LLC Whose business address is: 150 SE 2nd Avenue, Suite 800, Miami Florida 33131 And (if applicable) its Federal Employer Identification Number (FEIN) is: 20-3844303 (if the entity does not have an FEIN, include the Social Security Number of the individual signing this sworn statement. SS#: _________________ __._ Americans with Disabilities Act Com pliance Affidavit The above named firm, corporation or organization is in compliance with and agrees to continue to comply with, and assure that any subcontractor, or third party contractor under this project complies with all applicable requirements of the laws listed below including, but not limited to, those provisions pertaining to employment, provision of programs and services, transportation, communications, access to facilities, renovations, and new construction. • The American with Disabilities Act of 1990 (ADA), Pub. L. 101-336, 104 Stat 327, 42 USC 1210112213 and 47 USC Sections 225 and 661 including Title I, Employment; Title II, Public Services; Title III, Public Accommodations and Services Operated by Private entities; Title IV, Telecommunications; and Title V, Miscellaneous Provisions. • The Florida Americans with Disabilities Accessibility Implementation Act of 1993, Section 553.501-553.513, Florida Statutes: • The Rehabilitation Act of 1973, 229 USC Section 794; • The Federal Transit Act, as amended 49 USC Section 1612; • The Fair Housing Act as amended 42 USC Section 3601-3631. R~ent Initials 8 251 Public Entity Crimes Affidavit I understand that a "public entity crime" as defined in Paragraph 287.133(1)(g), 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 of the United States, including but not limited to, any bid or contract for goods or services to be provided to any public entity or an agency or political subdivision of any other state or of the United States and involving antitrust, fraud, theft, bribery, collusion, racketeering, conspiracy, or material misrepresentations. I understand that "convicted" or "conviction" as defined in Paragraph 287 .133(1 )(b ), Florida Statutes, means a finding of guilt or a conviction of 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. I understand that an "affiliate" as defined in Paragraph 287 .133(1 )(a), Florida Statutes, means: 1. A predecessor or successor of a person convicted of a public entity crime; or 2. 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. The 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. 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 goods or services let by a public entity, or which otherwise transacts or applies to transact business with a public entity. The term "person" includes those officers, directors, executives, and partners, shareholders, employees, members, and agents who are active in management of an entity. Based on information and belief, the statement, which I have marked below, is true in relations to the entity submitting this sworn statement. (INDICATE WHICH STATEMENT APPLIES.) \XI Neither the entity submitting this sworn statement, nor any of its officers, directors, executives, partners, shareholders, employees, members, or agents who are active in the management of the entity, nor any affiliate of the entity has been charged with ad convicted of a public entity crime subsequent to July 1, 1989. D 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. D The entity submitting this sworn statement, or one or more ofits 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 9 252 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 that I am required to inform the public entity prior to entering into a contract in excess of the threshold amount provided in Section 287.01 7, Florida Statutes for category two of any change in the information contained in this form. Respondent Initials No Conflict of Interest or Contingent Fee Affidavit Respondent warrants that neither it nor any principal, employee, agent, representative nor family member has paid or will pay any fee or consideration that is contingent on the award or execution of a contract arising out of this solicitation. Respondent also warrants that neither it nor any principal, employee, agent, representative nor family member has procured or attempted to procure this contract in violation of any of the provisions of the Miami-Dade County and City of South Miami conflict of interest or code of ethics ordinances. Further, Respondent acknowledges that any violation of these warrants will result in the termination of the contract and forfeiture of funds paid or to be paid to the Respondent should the Respondent be selected for the performance of this contract. :? 6spondent Initials Business Entitv Affidavit Respondent hereby recognizes and certifies that no elected official, board member, or employee of the City of South Miami (the" City") shall have a financial interest directly or indirectly in this transaction or any compensation to be paid under or through this transaction, and further, that no City employee, nor any elected or appointed officer (including City board members) of the City, nor any spouse, parent or child of such employee or elected or appointed officer of the City, may be a partner, officer, director or proprietor of Respondent or Vendor, and further, that no such City employee or elected or appointed officer, or the spouse, parent or child of any of them, alone or in combination, may have a material interest in the Vendor or Respondent. Material interest means direct or indirect ownership of more than 5% of the total assets or capital stock of the Respondent. Any exception to these above described restrictions must be expressly provided by applicable law or ordinance and be confirmed in writing by City. Further, Respondent recognizes that with respect to this transaction or bid, if any Respondent violates or is a party to a violation of the ethics ordinances or rules of the City, the provisions of Miami-Dade County Code Section 2-11.1, as applicable to City, or the provisions of Chapter 112, part III, Fla. Stat., the Code of Ethics for Public Officers and Employees, such Respondent may be disqualified from furnishing the goods or services for which the bid or Bid is submitted and may be further disqualified from submitting any future bids or Bid for goods or services to City. k= Respondent Initials Anti-Collusion Affidavit 1. Respondent/Respondent has personal knowledge of the matters set forth in its Response and is fully informed respecting the preparation and contents of the attached Response and all pertinent circumstances respecting the Bid; 2. The Response is genuine and is not a collusive or sham Response; and 10 253 3. Neither the Respondent/Respondent nor any of its officers, partners, owners, agents, representatives, employees, or parties in interest, including Affiant, has in any way colluded, conspired, connived, or agreed, directly or indirectly with any other Respondent/Respondent, firm, or person to submit a collusive or sham Response, or has in any manner, directly or indirectly, sought by agreement or collusion or communication or conference with any other Respondent/Respondent, firm, or person to fix the price or prices in the attached Response or of any other Respondent/Respondent, or to fix any overhead, profit, or cost element of the Response price or the Response price of any other Respondent/Respondent, or to secure through any collusion, conspiracy, connivance or unlawful agreement any advantage against the City or any person interested in the proposed Contract. Respondent Initials Scrutinized Com pan y Certification 1. Respondent certifies that it and its subcontractors are not on the Scrutinized Companies that Boycott Israel List. Pursuant to Section 287.135, F.S., the City may immediately terminate the Agreement that may result from this RFQ at its sole option if the Respondent or its subcontractors are found to have submitted a false certification; or if the Respondent , or its subcontractors are placed on the Scrutinized Companies that Boycott Israel List or is engaged in the boycott of Israel during the term of the Agreement. 2. If the Agreement that may result from this RFQ is for more than one million dollars, the Respondent certifies that it and its subcontractors are also not on the Scrutinized Companies with Activities in Sudan, Scrutinized Companies with Activities in the Iran Petroleum Energy Sector List, or engaged with business operations in Cuba or Syria as identified in Section 287.135, F.S. pursuant to Section 287.135, F.S., the City may immediately terminate the Agreement that may result from this RFQ at its sole option if the Respondent, its affiliates , or its subcontractors are found to have submitted a false certification; or if the Respondent, its affiliates, or its subcontractors are placed on the Scrutinized Companies with Activities in Sudan List, or Scrutinized Companies with Activities in the Iran Petroleum Energy Sector List, or engaged with business operations in Cuba or Syria during the term of the Agreement. 3. The Respondent agrees to observe the above requirements for applicable subcontracts entered into for the performance of work under the Agreement that may result from this RFQ. As provided in Subsection 287 .135(8), F .S ., if federal law ceases to authorize the above -stated contracting prohibitions then they shall become inoperative. Respondent Initials Dru g-Free Work place Affidavit Respondent hereby recognizes that, pursuant to F.S. § 287.087 , preference shall be given to businesses with drug-free workplace programs when two responses are equal with respect to price , quality, and service. Respondent understands that in order to qualify as a drug-free workplace, Respondent must: a) 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. 11 254 b) Inform employees about the dangers of drug abuse in the workplace, the Respondent'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. 1) Give each employee engaged in providing commodities or contractual services under the ITB a copy of the statement specified in subsection (1). 2) Notify employees that, as a condition of working on the commodities or contractual services under the 1TB, the employee must 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. 3) 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. 4) Make a good faith effort to continue to maintain a drug-free workplace through the implementation of this section. Based on information and belief, the statement, which I have marked below, is true in relations to the entity submitting this sworn statement. (INDICATE WHICH STATEMENT APPLIES.) ~ The entity submitting this sworn statement is a drug-free workplace and is in full compliance with the requirements set forth under F .S. § 287 .087. □ The entity submitting this sworn statement is not a drug-free workplace. Resp£ Initials Citv Non-Discrimination Requirements Affidavit Respondent understands that pursuant to Section 3-1.1 of the Code of the City of South Miami, the City will not enter into or award a contract to an entity engaged in a boycott. Respondent understands that "Boycott" as defined under Section 3-1.1 of the Code of the City of South Miami means to blacklist, divest from, or otherwise refuse to deal with a nation or country, or to blacklist or otherwise refuse to deal with a person or entity when the action is based on race, color, national origin, religion, sex, gender identity, sexual orientation, marital or familial status, age, or disability in a discriminatory manner. The term boycott does not include a decision based upon business or economic reasons, or boycotts, embargoes, trade restrictions, or divestments that are specifically authorized or required by federal law or state law. Respondent certifies that it is not engaged in a boycott, and is in full compliance with Section 3-1.1 of the Code of the City of South Miami. Respondent Initials Acknowledgment, Warranty, and Acce ptance 12 255 1. Contractor warrants that it is willing and able to comply with all applicable state of Florida laws, rules and regulations. 2. Contractor warrants that it has read, understands, and is willing to comply with all requirements of RFQ No. CSM2024-XX and any addendum/addenda related thereto. 3. Contractor warrants that it will not delegate or subcontract its responsibilities under an agreement without the prior written permission of the City Commission or City Manager, as applicable. 4. Contractor warrants that all information provided by it in connection with this Response is true and accurate. ~ •• 1 Respon ent Imtla s [REMAINDER OF PAGE LEFT INTENTIONALLY BLANK. SIGNATURE PAGE FOLLOWS.] 13 256 itness #1 Print Name: Jacob Morrow 1-J oJr-o.)..rl I\.J ' e, +o Witness #2 Print Name: Natalie Nieto or Ballestas ACKNOWLEDGMENT State of Florida County of Miami-Dade The foregoing instrument was acknowledged before me by me;; of ✓physical w esence or_ online notarization, this /Q'eday of 'Y/(AA.el? 20 , by Vf fPffr pa.,,~ (name of person) as 'Yia4'..4#'L (type of authority) for Jfa}-~/u:lff/ll,,IJ ___ (name of party on beha'tf of whom instrument • xecuted). -V Personally known to me; or tary Public (Print, Stamp, or Type as ommissioned) ___ .Produced identification (Type of Identification: _______________ ) ___ Did take an oath; or Did not take an oath --- 14 257 FORM4 DISPUTE DISCLOSURE Answer the following questions by placing an "X" after "Yes" or "No". If you answer "Yes", please explain in the space provided, or on a separate sheet attached to this form. 1. Has your firm or any of its officers, received a reprimand of any nature or been suspended by the Department of Professional Regulations or any other regulatory agency or professional associations within the last five (5) years? YES ____ NO X 2. Has your firm, or any member of your firm, been declared in default, terminated or removed from a contract or job related to the services your finn provides in the regular course of business within the last five ( 5) years? YES ____ NO X 3. Has your firm had against it or filed any requests for equitable adjustment, contract claims, Bid protests, or litigation in the past five (5) years that is related to the services your firm provides in the regular course of business? YES NO X -------- If yes , state the nature of the request for equitable adjustment, contract claim, litigation, or protest, and state a brief description of the case, the outcome or status of the suit and the monetary amounts of extended contract time involved. I hereby certify that all statements made are true and agree and understand that any misstatement or misrepresentation of falsification of facts shall be cause for forfeiture of rights for further consideration of this Response for the City of South Miami. ACKNOWLEDGMENT State of Florida County of Miami-Dade anager Integra Solutions , LLC The foregoing instrument was acknowledged before me by meanp of 8physical :ru:esen,ce OJ □ online notarization, this ~ day of ~ , 20.&!f._, by 1 tPlto,-J:::,a/1~~ (name of person) as ~ (type of authority) for ~L:!.::~~~A'.!:!'u-HfAl,tJ ___ (name of party~ cl' whom instrument is executed). _.--f~~~lfef<_';; •. _ SUSAN DlEZ fa(A i:} Commission# HH 467181 ·--1~,;-... •o-..f.-· Exnires March 23 2028 ',, O pf\; ,•' t'' I ......... / Personally known to me; or , or Type as sioned) ___ .Produced identification (Type of Identification: ___________ _, ___ Did take an oath; or ___ Did not take an oath 15 258 FORMS CERTIFICATION REGARDING DEBARMENT, SUSPENSION, AND OTHER RESPONSIBILITY MATTERS PRIMARY COVERED TRANSACTIONS This certification is required by the regulations implementing Executive Order 12549, Debarment and Suspension, 13 CFR Part 145. The regulations were published as Part VII of the May 26, 1988 Federal Register (pages 19160-19211). Copies of the regulations are available from local offices of the U:S. Small Business Administration. (1) The prospective primary participant certifies to the best of its knowledge and belief that it and its principals: (a) Are not presently debarred, suspended, proposed for disbarment, declared ineligible, or voluntarily excluded from covered transactions by any Federal department or agency; (b) Have not within a three-year period preceding this application been convicted of or had a civil judgment rendered against them for commission of fraud or a criminal offense in connection with obtaining, attempting to obtain, or performing a public (Federal, State, or local) transaction or contract under a public transaction; violation of Federal or State antitrust statutes or commission of embezzlement, theft, forgery, bribery, falsification or destruction of records, making false statements, or receiving stolen property; ( c) Are not presently indicted for or otherwise criminally or civilly charged by a governmental entity (Federal, State, or local) with commission of any of the offenses enumerated in paragraph (l)(b) of this certification; and ( d) Have not within a three-year period preceding this application had one or more public transactions (Federal, State, or local) terminated for cause or default. (2) Where the prospective primary participant is unable to certify to any of the statements in this certification, such prospective primary participant shall attach an explanation to this Statement of Qualifications. Entity Name: Integra Solutions, LLC Date: t'V'OVovl I\ --z.o-z_'-( Victor Ballestas, Manager Name and Title of Authorized Representative 16 259 .. FORM6 RESPONDENT'S QUALIFICATIONS SURVEY COMPANY QUALIFICATIONS QUESTIONNAIRE Please complete this Company Qualifications Questionnaire. By completing this form and submitting a response to the RFQ, you certify that any and all information contained in the Response is true, that your response to the RFQ is made without prior understanding, agreement, or connections with any corporation, firm or person submitting a response to the ITB for the same materials, supplies, equipment, or services, is in all respects fair and without collusion or fraud, that you agree to abide by all terms and conditions of the RFQ, and certify that you are authorized to sign for the Respondent's firm. Some responses may require the inclusion of separate attachments. Separate attachments should be as concise as possible, while including the requested information. In no event should the total page count of all attachments to this Form exceed five (5) pages. Some information may not be applicable; in such instances, please insert "NIA''. Integra Solutions, LLC Firm Name 150 SE 2nd A venue, Suite 800, Miami, Florida 33131 Principal Business Address (305) 774-0110 Telephone Number jmorrow@integrafl.com Email Address 20-3844303 Federal I.D. No. or Social Security Number City of Miami: 164771 Miami-Dade County: 76-36552 Municipal Business Tax/Occupational License No. FIRM HISTORY AND INFORMATION (305) 397-1288 Facsimile Number How many years has the firm has been in business under its current name and ownership? 10+ Please identify the Firm's document number with the Florida Division of Corporations and date the Firm registered/filed to conduct business in the State of Florida: L05000112285 11/21/2005 Document Number Date Filed Please identify the Firm's category with the Florida Department of Business Professional Regulation (DBPR), DBPR license number, and date licensed by DBPR: NIA NIA NIA Category License No. Date Licensed Please indicate the type of entity form of the Firm (if other, please describe): □ Individual □ Partnership □ Corporation Iii LLC □ LLP □ Other __________ _ Please identify the Firm's primary business:_R'-"-'-e_al_E_s_ta........;..te'-D---'-e_ve-'-l_o.L.p_m_e_n_t ___________ _ 17 260 Please identify the number of continuous years your Finn has performed its primary business: 18+ Please list all professional licenses and certifications held by the Firm, its Qualifier/Principal, and any Key Staff, including any active certifications of small, minority, or disadvantaged business enterprise, and the name of the enti tv that issued the license or certification: License/Certification Name of Entity Issuing License No. License Issuance Date Type License or Certification General Contractor Jorge Serna CGC1521978 111312014 Please identify the name, license number, and issuance date of any prior companies that pertain to your Firm: License/Certification Name of Entity Issuing License No. License Issuance Date Type License or Certification NIA NIA NIA NIA Please identify all individuals authorized to sign for the entity, their title, and the threshold/level of their si gning authority : Authorized Signor's Name Title Signing Authority Threshold (All, Cost u p to $X-Amount, No Cost, Other) Victor Ballestas Manager All Paulo Melo Manager All Nelson Stabile Manager All Please identify the total number of Firm employees, managerial/administrative employees, and identify the total number of trades emplo yees by trade (e.g., 20 electricians, 5 laborers, etc.): Total No. of Employees 29 Total No. of Managerial/Administrative 6 Emplo yees Total No. of Trades Emplo yees by Trade All Trades are Subcontractors INSURANCE INFORMATION Please provide the following information about the Firm's insurance company: Scottsdale Indemnity Company Marie Ramos Insurance Carrier Name c/o Alliant Insurance Services (954) 422-2334 Insurance Carrier Contact Person marie.ramos@alliant.com Insurance Carrier Address Telephone No. Email Has the Finn filed any insurance claims in the last five (5) years? lll1 No □ Yes If yes, please identify the type of claim and the amount paid out under the claim: __________ _ 18 261 FIRM OWNERSIDP Please identify all Firm owners or partners, their title, and percent of ownership: Owner/Partner Name* Title Ownership (%) Victor Ballestas Manager 33.33% Paulo Melo Manager 33.33 % Nelson Stabile Manager 33.33% * Jake Morrow+!-Cory Yeffet are also anticipated to have ownership participation in the South Miami Redevelopment entity, depending on the specific asset classes developed. Please identify whether any of the owners/partners identified above are owners/partners in another entity: □ No ~ Yes If yes, please identify the name of the owner/partner, the other entity's name, and percent of ownership held by the stated owner/partner: Owner/Partner Name Other Entity Name Ownershi p (%) The owners/partners are also owners/partners in several other entities through which the y develo p and own individual properties. RECENT CONTRACTS Please identify the five (5) most recent contracts in which your Firm has provided services to other public entities: Public Entity Contact Person Telephone No. Email Address Date Awarded M iami-Dade PHCD Alex Ballina (786) 469-4100 Alex.Ballina@miamidade.gov Dec 2020 (Surtax) Miami-Dade PHCD Alex Ballina (7 86) 469-4100 Alex.Ballina@miamidade.gov Dec 2022 (HAP Contr ~ Monroe c ounty :S c hool Gaelan Jones (305) 293-1400 ext. 53444 gaelan.Jones I I!!' r,.eys:Schools November 2023 D istrict · Mm ~~r.._:~e.!! Housing Randy Stearling (305 ) 296-5621 ext. 254 sterlingr@kwha.org December 2023 By signing below, Respondent certifies that the information contained herein is complete and accurate to the best of Respondent's knowledge. Date: rv'C\roV) I "\ 1 2 ° '2.J.-1 Title: Manager 19 ct) 262 FORM7 KEY STAFF & PROPOSED SUBCONTRACTORS KEY STAFF Please complete the following chart with the Firm's proposed Key Staff. If additional space is required, 1 /d r th ' d tt ht th' F Add 'ti 1 N Y p ease co py, u p 1cate 1s page an a ac 0 lS orm . 1 ona space: □ 0 □ es Name Title Years of Years Licenses/Certifications Experience with Firm Jake Morrow Executive VP & 20 7 Partner -Interurban Jorge Serna Executive Vice 30 5 President Cory Yeffet Principal 10 7 Luis Boccato Chief Financial 20 5 Officer Natalie Nieto Vice Pre sident -23 3 Interurban Jaime Valdivia Director of Design 35 11 Manny Martinez Vice President of Development 25 3 Michael Belkin Vice President of 17 2 Develo pment Michelle Bowen Corporate Controller 20 10 Craig Thompson Chief Legal Officer & 12 2 General Counsel Please explain the Firm's ability and resources to substitute personnel with equal or higher qualifications than the Key Staff they will substitute for where substitute is required due to attrition, turnover, or a specific request by the City: The firm will assi gn the a pp ro priate ke y staff to the South Miami Redevelo pment de pending u pon the specific asset classes and mix of uses which are developed. Please identify each Key Staff member's engagement commitments that will exist concurrently with the City's Services: Key Staff Name Area of Responsibility Client Commitment Period of (Hours/week) En2a2ement ~ TBD -Depending upon the specific team assigned, which will depend on the specific asset classes and mix of uses which are developed . I 20 - 263 Key Staff Name Area of Responsibility Client Commitment Period of <Hours/week) En 2a gement PROPOSED SUBCONTRACTORS The undersigned Respondent hereby designates, as follows, all major subcontractors whom they propose to utilize for the major areas of work for the services. The Respondent is further notified that all subcontractors shall be properly licensed, bondable, and shall be required to furnish the City with a Certificate of Insurance in accordance with the contract general conditions. Failure to furnish this information shall be grounds for rejection of the Respondent's RFQ submission. (If no subcontractors are proposed, state "None" on first line below.) Subcontractor Name & Address Scope of Work License Number Integra Build, LLC 150 SE 2nd A venue, Suite 800 General Contractor CGC1521978 Miami, Florida 3 3131 Lantz Boggio 8040 Peters Road, Suite H-102 Architect AR102273 Fort Lauderdale, Florida 33324 Day Pitney 396 Alhambra Circle, North Tower, 14th Floor Land Use Attorney 61507 Miami , Florida 33134 Stearns Weaver Miller 150 W Flagler Street, Suite 2200 Transactional Attorney 337927 Miami, Florida 33130 Title: Manager 21 264 265 266 267 Office of the City Manager December 12, 2017 To Whom It May Concern: City of Aventura Government Center 19200 We st Country Club Drive Aventura , Florida 33180 In my 21-years as City Manager of Aventura, I have had the opportunity to participate in several monumental development projects, and work with a wide array of development firms. I can say with confidence, lntegra Investments brings a dynamic and well experienced team to the table, capable of designing , financing, and executing a transformational project for your city. It is with great pleasure that I strongly recommend lntegra as a real estate developer and partner, which you should give substantial consideration to in your search. Through many months of meetings and direct collaboration with city officials, lntegra presented Aventura ParkSquare, a mixed-use development project that would include a range of assets our community members were yearning for: 150,000 SF of class-A office space, 50,000 SF of retail space, 131 community-centered condominiums, a new hotel, and an assisted living facility. lntegra's ability to listen to our residents, our City Commissioners, and our City staff set them apart from their peers in the development world. While most developers set-out a vision and do all they can to accomplish it, lntegra was unique in their quest to learn all stake-holders perspectives and continue to mold their vision to meet the needs of the community. Working with their entire team, from the Pr incipals down to the Project Managers, it is clear that lntegra's attitude toward development is engrained in their culture; they care about the projects they are building because they share a desire to transform communities as well. It is without any reservation that I recommend lntegra Investments as a qualified developer for your request; they would be an except ional partner to create a transformational project for your city. If I can be of any assistance in further speaking to lntegra's qualifications, please feel free to contact my office at (305) 466-8910 or myself via email at esoroka@cityofaventura.com. Tr Eric M. So ka , I City Manage PH ONE: 305-466-8910 • FAX: 305-466-8919 www.cityofaventura.com 25 268 Hallandale Beach PROGRESS. INNOVATION. OPPORTUNITY. KEITH LONDON Vice Mayor 400 S. Federal Highway Hallandale Beach , FL 33009 Ph (954) 457 -1300 Fax(954)457 -14 54 www.coHB.org December 4 , 2017 To Whom It May Concern : Throughout my time in public serv ice , I have weighed in on many development projects in the City of Hallandale Beach , and had the opportunity to work with many developers some of whom do not always have the city's best interests at top of their mind . Fortunately , I have found lntegra Investments to be different, they are one of the best development groups I have had the pleasure to collaborate w ith , and our experience together at Hallandale ArtSquare makes me excited to be writing this letter of recommendation on their behalf. lntegra Investments involvement in our community , and ability to listen to our Residents and Commissioners in crafting their plan for Hallandale ArtSquare , showed me they are the real deal ; they are developers who are intent on creating projects that service the community . Working with them through redesigning an 8-acre parcel of land , which fronts Federal Highway and prov ides substantially needed housing to our growing population , was a fruitful experience for both of us . Hallandale ArtSqaure is a tasteful project that will invigorate one of the core areas of our community by redeveloping the look and feel of th is quadrant of our city . ArtSquare is a true public , private partnership between Hallandale 's CRA . lntegra Investments is designing , building , providing project management and funding expansion of NE 3rd Street. The CRA will reimburse lntegra Investments at the conclusion of the project. Thank you , ~~~ Keith London Vice Mayor, City of Hallandale Beach 26 269 Mr. Victor Ballestas Developer Integra Investments 150 Southeast 2nd A venue, Suite 800 Miami, Florida 33131 Dear Mr. Ballestas: RlcKScoTT GOVERNOR November 20, 2017 Thank you for your hard work and leadership in support of economic development and job creation in Florida, and for all that you do in support of our great state. Your efforts help to create an economy where businesses succeed, jobs are created, and generations of Floridians benefit from being able to provide for their families . Floridians like you are helping make our state the best place in the world to raise a family, have a great career, and enjoy a life full of opportunity. The Florida Keys were one of the hardest hit areas affected by Hurricane Irma, and we are aggressively working to make sure every family and industry gets back to normal as quickly as possible, including our incredible tourism and fishing industries. As our state recovers, we are doing everything we can to help Floridians get back on their feet. With more than 1.4 million Floridians working in the tourism industry, we must aggressively fight to bring visitors back to our communities. I am proud the Florida Fish and Wildlife Commission can waive fees and reduce regulations so the commercial fishing industry can get back to work. Working with local emergency management professionals and FEMA, we will make sure that no expense is spared to help families respond and recover. Thank you for helping ensure every family has an opportunity to succeed here in the Sunshine State. Florida is strong and resilient, and we will continue to work together to make sure everyone has the support they need to rebuild. Please let me know your ideas for how we can continue to fight for Florida's future and ensure that our children and grandchildren have an opportunity to achieve their dreams. W'@FLGovScott Sincerely, Rick Scott Governor THE CAPITOL /\ TALLAHASSEE, FLORIDA 32399 • (850) 717-9249 27 www.FLGov.com \ 270 ATTACHMENT B DECLARATION/AFFIDAVIT OF REPRESENTATION This Affidavit is not required for compliance with the City's Solicitation; however, it may be used to avoid the need to register members of your presentation team as lobbyists. Pursuant to City Ordinance 28-14- 2206 (c)(9), any person who appears as a representative for an individual or firm for an oral presentation before a City certification, evaluation, selection, technical review, or similar committee, must list on an affidavit provided by the City staff, all individuals who may make a presentation. The Affidavit must be filed by with the City Clerk's office at the time a response, bid, or proposal is submitted to the City. For the purpose of this solicitation only, the members listed for the presentation team, with the exception of any person otherwise required to register as a lobbyist, shall not be required to pay any registration fees. No person may appear before any committee on behalf of an anyone unless he or she has been listed as part of the firm's presentation team pursuant to this Affidavit or unless he or she is registered with the City Clerk's office as a lobbyist and has paid all applicable lobbyist registration fees . Pursuant to Section 92.525(2), Florida Statutes, the undersigned, Victor Ballestas , makes the following declaration under penalties of perjury: Listed below are all individuals who may make a presentation on behalf of the entity that the affiant represents. NAME TITLE Victor Ballestas Manager Nelson Stabile Manager Paulo Melo Manager Jake Morrow Executive Vice President Under penalties of perjury, I declare that I have read the foregoing declaration and that the facts stated in it are true and specifically, that the persons listed above are the members of the presentation team of the entity listed below. allestas, Manager lntegra Solutions, LLC 28 271 State of Florida Department of State I certify from the records of this office that INTEGRA SOLUTIONS LLC is a limited liability company organized under the laws of the State of Florida, filed on November 21, 2005. The document number of this limited liability company is L05000112285. I further certify that said limited liability company has paid all fees due this office through December 31, 2023, that its most recent annual report was filed on April 20, 2023, and that its status is active. Given under my hand and the Great Seal of the State of Florida at Tallahassee, the Capital, this the Nineteenth day of March, 2024 Tracking Number: 1830855607CU To authenticate this certificate,visit the following site,enter this number, and then follow the instructions displayed. https://services.sunbiz.org/Filings/CertificateOfStatus/CertificateAuthentication 29 272 273 274 275 006591 Local Business Tax Receipt Miami-Dade County, State of Florida -THISIS NOT A BILL-DO NOT PAY LBT 7343801 BUSINESS NAMEJUJCATION INTEGRA SOLUTIONS LLC 150 SE 2ND AVE STE 800 MIAMI FL 33131-1574 OWNER INTEGRA SOLUTIONS LLC RECEIPT NO. RENEWAL 7636552 SEC. TYPE OF BUSINESS EXPIRES SEPTEMBER 30, 2024 Must be displayed at place of business Pursuant to County Code Chapter BA -Art. 9 & 10 218 FINANCE/INVESTMENT/HOLDING co PAYMENTRECEWED BYTAX COLLECTOR $270.00 08/30/2023 INT-23-436052 This Local Business Tax Receipt only confirms payment of the Local Business Tax . The Receipt is not a license, permit. or a certification of the holder's qualifications, to do business. Holder must comply with any governmental or nongovernmental regulatory laws and requirements which apply to the business . The RECEIPT NO . above must be displayed on all commercial vehicles-Miami-Dade Code Sec Ba-276. For more information, visit WVl(W.miamidade .gov/taxcollactor 33 276 CITY OF MIAMI BUSINESS TAX RECEIPT BUSINESS NAME: INTEGRA SOLUTIONS LLC DBA: BTR HOLDER NAME: INTEGRA SOLUTIONS LLC BUSINESS ADDRESS: 150 SE 2 AV 800 EXPIRES: Effective Year Oct. 1 2023 Thru Sep. 30 2024 ACCOUNT NUMBER: 30105 RECEIPT NUMBER: 164771 COMMENTS: LAND DEVELOPMENT & SALES RESTRICTIONS: FY 23-24 ISSUED: Oct 01, 2023 Robert santo1•Alboma Director. Code Compliance This issuance of a business tax receipt does not permit the holder to violate any zoning laws of the City nor does it exempt the holder from any licenseor permits that may be required by law. This document does not constitute a certification that the holder is qualified to engage in the business, profession or occupation specified herein. The document indicates payment of the business tax receipt only. • PLEASE DISPLAY THIS CERTIFICATE IN A CONSPICUOUS LOCATION AT OCCUPANCY ADDRESS. • FAVOR DE MOSTRAR ESTE CERTIFICADO EN UN SITIO VISIBLE EN LA DIRECCION DEL COMERCIO. • TANPRI AFICHE SETIFIKA SA A NAN YON KOTE KONSIDEB NAN ADRES OKIPANS. www.miamigov.com 34 \ 277 ... ., d ~di.!) r Deooi:tmeot of Bu si ness u re' & Profes:;iona l RegulatiOll HOME CONTACT us H+H-i'ihi ONLINE SERVICES Ai:,ply for a License Verify a Licensee View Food & Lodging Inspections File a Complaint Continuing Education Course Search View Application Status Find Exam Information Unlicensed Activity Search AB&T Delinquent Invoice & Activity List Search LICENSEE DETAILS Licensee Information 3:23:40 PM 3120/2024 Name: Main Address: County: License Location: County: License Information License Type: Rank: License Number: Status: Licensure Date: Expires: Special Qualifications I Con~truction . Business Alternate Names SERNA, JORGE C (Primary Name) INTEGRA BUILD LLC (DBA Name) 10320 SOUTHWEST 112TH STREET MIAMI Florida 33176 DADE 150 SOUTHEAST 2ND AVENUE SUITE 800 MIAMI FL 33131 DADE Certified General Contractor Cert General CGC1521978 Current,Active 01/13/2014 08/31/2024 Qualification Effective 01/13/2014 View Related License Information View License Complaint 2601 Blair Stone Road, Tallahassee FL 32399 :: Email : Customer Contact Center :: Customer Contact Center: 850.487 .1395 The State of Florida is an AA/EEO employer. Copyright ©2023 Department of Business and Professional Regulation -State of Florida. Privacy Statement Under Florida law, email addresses are public records . If you do not want your email address released in response to a public-records request, do not send electronic mail to this entity. Instead , contact the office by phone or by traditional mail. If you have any questions, please contact 850.487.1395. *Pursuant to Section 455.275(1 ), Florida Statutes, effective October 1, 2012, licensees licensed under Chapter 455, F.S . must provide the Department with an email address if they have one. The emails provided may be used for official communication with the licensee. However email addresses are public record. If you do not wish to supply a personal address, please provide the Department with an email address which can be made available to the public. Please see our Chapter 455 page to determine if you are affected by this change . 35 278 279 280 281 282 283 lntegra Overview ?y., INTEGRA Integra Solutions is a multi-disciplinary real estate investment and development firm with expertise in delivering superior returns through investing in high barrier to entry markets across asset classes. 2006 Year Founded 6.2+ Million Square Feet Developed and Under Development Select Prqject Experience 3,000+ Residential Units Delivered and Under Development $1.8+ Billion in Total Capitalized Assets Under Management $400+ Million Total Realized Investor Return $525+ Million Total Equity Under Management 284 Firm Structure ?y., INTEGRA In addition to the robust investment, development and operations expertise within Integra Investments, four distinct business verticals have formed organically. lntegra Solutions Integra Investments serves as the parent organization for the frilly-integrated real estate investment and development team, including more than 40 professionals who fulfill the roles of acquisitions, due diligence, entitlements, design, permitting, project management, construction management, construction, accounting, asset management, reporting, and dispositions across asset classes. Among other asset classes, Integra's developments serve low-income and moderate income households and include market leading community spaces, unit finishes and features and amenities. Integra's approach to housing development is beyond bricks and mortar, with a signifcinant focus on green building, premium locations near transit and neighborhood services, inclusion of uplifting public art, and resident activities and programs. Interurban A fully integrated developer of high-quality, affordable housing that empowers residents and elevates neighborhoods utilizing various tax credits and public financing Developments serve low-and moderate-income households, and include market-leading unit finishes and amenities With a focus on premium locations near mass transit and neighborhood services, communities often incorporate public art and activating resident programming lntegra Multifamily Focused on the acquisition, renovation, and operation of core, core-plus, and value-add multifamily properties Targeting A and B markets in south-east states with high net migration, strong rental demand, and in locations with high accessibility and visibility Leverages relationships with lenders to secure competitive agency debt, while using lntegra's network of subcontractors to minimize costs and maximize efficiency with renovations lntegra Marinas Focused on the acquisition, development, operation, and management of best-in-class marinas in high barrier to entry market throughout the country Leverages skills as a marina operator and upland developer to differentiate from other marina aggregators in the market • Currently deploying $ZOOM of capital into strategic marina assets to aim towards building a best-in-class portfolio lntegra Build In-house General Contractor for lntegra's market-rate and affordable multifamily housing, and select office and mixed-use developments Estimating expertise provides hands-on guidance from early design assistance to buy-out and contract execution Extensive subcontractor/vendor network and direct material purchasing model allows Integra Build to leverage volume and ensure high-quality, seamlessly adding value by saving cost 285 Major Milestones ?y., INTEGRA From inception to present, Integra has organically grown Assets Under Management (AUM) while scaling the underlying operation with critical components necessary for success. Total Capitalized AUM Over Time --------------lntegra I lntegra 1 Solutions I ►: Investments I I -_!1~n 1~~...!.------l~~~e~ -~ l Integra Solutions was l founded in 2006 as a l single famify-offtce real l estate asset manager. In l 2009, Integra Investments $2B l was formed to accept l outside capital for the .first l time, and in 2010, I ntegra l Investments completed its I .first acquisition. ._ _______________ _ $1.SB $1B Aventura ParkSquare Acquired Riverfront 1 First la'l!,e-1 $500M Land 1 1 scale, mixed-1 Purchased 1 ,,_ _____ L use development J Establishes l l Integra in l L Miami market J 1/ lnteruban : Founded 1 , ______ .. Mosaico Land Hallandale Acquired ArtSquare First l ,.__A_cq_wr_·_e_d_-t I Affordable l First l L_ Development j 1 Multifamify l r--------. L _ Development j 1809 Brickell Property Acquired Launch-pad 1 for Interurban 1 L and St. Regis J $390M I slamorada Marina Acquired I First Marina l 1 Acquired l ._ _________ _. $307M ,------- 1 Integra Build : ,-------lntegra I I Founded I : Marinas I I _ _!1~1!_.d~d _ ~ •------- Wrecker's Cay Acquired Establishes l 1 Presence in the l L_~~~~-K_ey_s_j Steve Protulis Towers Funded Awardof l competitive 9% l 1 UHTC l • __________ J r----------.. ..--------, l Aventura l Sereno l ParkSquare l Sellout l Disposed l __ c_o_m_p_k_re_~ L---------J First Ground-l 1 up Condo l L_ Development j $514M $513M St. Regis Brickell Launches La1l!,eSt I ntegra $1.SB 2006 -----+ 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 286 287 288 289 290 Steve Protulis Towers ?y., INTEGRA 119-unit Affordable Housing project in the Brownsville Neighborhood of Miami-Dade County that was financed with competitive (9%) LIHTC, delivered in 2021, and is currently owned by lntegra in partnership with a non-profit corporation. It is comprised of two buildings located within two blocks and is 100% leased. 291 292 293 i i t 294 295 296 297 Perry Court ?y., INTEGRA Located adjacent to the Lang Milian site, and previously owned by the US Navy, lntegra was selected to acquire Perry Court as part of an extended and collaborative process. lntegra closed on the Perry Court purchase in 2013 and undertook a significant rezoning of the property, changing the zoning from Military Land Use to Historic Medium Density Residential, dramatically increasing the site's permissible density. Integra sold the property in 2016. PEARY COURT 298 299 FORM7 KEY STAFF & PROPOSED SUBCONTRACTORS KEY STAFF Please complete the following chart with the Firm's proposed Key Staff. If additional space is required, 1 /d r th ' d tt ht th' F Add 'ti 1 N Y p ease co py, u p 1cate 1s page an a ac 0 lS orm . 1 ona space: □ 0 □ es Name Title Years of Years Licenses/Certifications Experience with Firm Jake Morrow Executive VP & 20 7 Partner -Interurban Jorge Serna Executive Vice 30 5 President Cory Yeffet Principal 10 7 Luis Boccato Chief Financial 20 5 Officer Natalie Nieto Vice Pre sident -23 3 Interurban Jaime Valdivia Director of Design 35 11 Manny Martinez Vice President of Development 25 3 Michael Belkin Vice President of 17 2 Develo pment Michelle Bowen Corporate Controller 20 10 Craig Thompson Chief Legal Officer & 12 2 General Counsel Please explain the Firm's ability and resources to substitute personnel with equal or higher qualifications than the Key Staff they will substitute for where substitute is required due to attrition, turnover, or a specific request by the City: The firm will assi gn the a pp ro priate ke y staff to the South Miami Redevelo pment de pending u pon the specific asset classes and mix of uses which are developed. Please identify each Key Staff member's engagement commitments that will exist concurrently with the City's Services: Key Staff Name Area of Responsibility Client Commitment Period of (Hours/week) En2a2ement ~ TBD -Depending upon the specific team assigned, which will depend on the specific asset classes and mix of uses which are developed . I 57 - 300 Key Staff Name Area of Responsibility Client Commitment Period of <Hours/week) En 2a gement PROPOSED SUBCONTRACTORS The undersigned Respondent hereby designates, as follows, all major subcontractors whom they propose to utilize for the major areas of work for the services. The Respondent is further notified that all subcontractors shall be properly licensed, bondable, and shall be required to furnish the City with a Certificate of Insurance in accordance with the contract general conditions. Failure to furnish this information shall be grounds for rejection of the Respondent's RFQ submission. (If no subcontractors are proposed, state "None" on first line below.) Subcontractor Name & Address Scope of Work License Number Integra Build, LLC 150 SE 2nd A venue, Suite 800 General Contractor CGC1521978 Miami, Florida 3 3131 Lantz Boggio 8040 Peters Road, Suite H-102 Architect AR102273 Fort Lauderdale, Florida 33324 Day Pitney 396 Alhambra Circle, North Tower, 14th Floor Land Use Attorney 61507 Miami , Florida 33134 Stearns Weaver Miller 150 W Flagler Street, Suite 2200 Transactional Attorney 337927 Miami, Florida 33130 Title: Manager 58 301 - Organizational Chart ?y., INTEGRA With over 40 team members, Integra includes a multidisciplinary background of leaders with expertise in real estate investment and development. Luis Boccato Chief Financial Officer - Jaime Valdivia Head of Design Paulo Melo Principal Nelson Stabile Principal Victor Ballestas Principal Craig Thompson Michelle Bowen Head of HR Chief Legal Officer &Controller - Manny Martinez Michael Belkin Vice President, Vice President, Development Development ,--------------, I Interurban I 1.--------------· Jake Morrow Executive Vice President& Partner Natalie Nieto Vice President, Operations , , , , , , , , , , , , , , Matt Scarola Head of Investments , , , , , , , CoryYeffet Principal ,--------, I lntegra Marinas I .. __________ _. Connor Potts Head of Investments Jim Kenney Head of Operations Kudzi Nyatoti Jacob Lee , , , , , Project Manager Acquisitions & Investment Strategy Asset Management & Operations Investments Capital Markets Pre-Development & Entitlements , , , , , , , , , ,' ,,' , , ,,__, ......... Development Management Construction Management , , , , , , , , Finance, Accounting, & Administration I I I Investor Relations : Tax Structuring & Special Projects Dispositions ,--------------, I Integra Build I 1.--------------· Jorge Serna Executive Vice President ,---~A~--_, I-----------------\ I I I I I I I I I Pre-Construction Estimating I •-- --- --- ---- --- -,I ----------------~ Pre-Dev elopment Consulting General Contractor Services I 302 PAULO TAVARES DE MELO PR I C I PA L NELSON STABILE PR I C I PA L VICTOR BALLESTAS PR I C I PA L Pa lo ava es de Melo, a 3razil at ive, provid es g ioa ce a o stra egy across all o' lmegra I ves me ts port"olio. A act ive inves-o r s·rce 2001, 'ie as success ll y exe ted '!er S mill io i ea l estate ra sact io s. Pa ulo as a kee ders a o i go' :irog ess ive i oustry t renos a,a opoort is ic i vestme t st r ategies ac r oss all asset classes . His i s·g ta d leade r s,ip ave bee , s r Lme ta li, -e 'i rm's gro • from i ceot i Pri or o launch i g h t eg ra I vest rn er ts , Pa lose ed as a pr ivate ba ker w it M errill y C . e ea r ed a M aste r o' Bus iness i1 -i a ce r o r e U iver si of Miami a d busin ess ad mi,istrat io 1 deg ree 'r om Ni e oil s State U iver sity. owl edgeab le i'l pr ivate w ea lt ma age ment , Pa ul o rece ived exec ut ive ed 1.cafo ce rt i ca es f ro'.Tl T e W arto Sc oo l of T e U ive si ty o' Pe, sylvani a, Un iver si of C icag B t Schoo l o' B si1ess , an Ha rvar U iver si . Nelso Stab ile w as ra ised i a · ow i1 he Braz"I Am azo a d moved to Sou , -ior ioa whe ,e w as 15 yea r s o ld. As o ,e of I eg ra I vest'.Tle t's 'ou de rs, e u,oe stards he i s ard o to rea l estate developme t. br ingi g a w ell-dee per soea:ive t a diver se port'olio. Nelso oversees t e co mpa y's acco t i g a10 'i a1ce , rderwriti ng, co ns r Lct ion , and ri sk ma age '.Tl er>t. Wi t '.Tlo re ,a 20 yea r s of ex oe r ience , I\J elso is e, 'irall eo by r ea l estate oevelop e.t, av ing bee in vo lved i t e i,cus-ry t rou g 01,t ,is ca r ee r. is mar et i sig ta d expertise as lee im to spea r eao e comoany's exoa,s i in;: alte r at ive i ves me t classes. Acept i co r st rLctio , Nelso 1 previ o sly se rved as sir ess o irecto r or Sou-, Po i e Co struct io & Develoo e Co., leao i,g e cor s1.;l t irg and cus om p ojects depa ment 'or a le res ide nces , i cl oi g So le o t he Ocea a,o Symo ry Tower s. I 202 _, Nels was aopo inteo ores ide n o~ t e B il ders soc iatio , of S u Fior ica . He is also an act ive member o' Ur ba n La ,o I 1st it tea d ne Braz ilia me ica , C a'.Tlber of C mmerce. Nelso ea r ed a M aste r 'sDegr ee i,::ngi ee r i ga cCo st ru ct ion Ma age me 'rom Flor ida I ter atio1a l r ivers i' a o a Bae elo r's Degree i B si ess o mi is-rat io , w it a co ce n ratio in lnte rn at io1a l Fi a,ce a d Marke-i g. 'rom ,e U iver sity o Miami. He is r Le t i Englis,, Soa is' a d Po ugLese . Vi c or Ba ll estas, a Mia i a ive, as mai ta i ed a pr ese ce i ea l es t ate 'or ost o' is p o'ess io al life. At I teg ra I ves e ts , e 'oc ses n ma ag i g a c e a,ci g st e developm e ta d ma keti g v isio s fo co pa y oroj ects , from co 1cept Lalizat ion to de livery. Vi ctor is a recog izec ind stry leade r wit h a deep oe rsta rding o" di verse asset c lasses . e bega , is ca ree r at W C I Commu i ies ard rose o Di vi sio Pr es ice to m e east c ast , w here e acq i ed a d ao minis ereo ore ' a 15 lt ra-lux ry ·g r ises i 1 less t a O yea r s. Vi et r also managed eo ui • vest me t' o W'iee loc k St r eet Ca pi ta l, i.vest i,g i r ea l es at e o ppo rt it ies o r i g t he las-dist ressed r ea l esta-e cycl e. I 2009, he served as Reg io al Di ector fo r ST Res id e t ial, a sLbs ioiary of Sta rwoo d Ca pi al, ,ea di gt e divest i re o' i s CorLs oort oli , ircl oing more t r a 3,600 boo m-e ra co do minium s w it i 13 projects i So Lt ' Flor"da . Vi c or ea r.ea a bac r elor's deg ree i Fi a nee 'rom Fior ica I te rn at ional U iver sity and a maste r 's deg r ee i Rea l Estate Fi a ce' om t ,e U iversi y of Flor ida. 60 303 JAK E MORROW EX ECUT IV E VIC E PRE -I DE N T OF TER UR BAN JORG E SERNA EX EC U T IV E VI CE PRESIDE N T O F I TEGRA B UIL D CORY YEFFET PRIN CIPA L Jake M orrow leaos I teg ra Investment's affor dab le and w orkfor ce ousing developm e1· division, I ter rba . Jake as oversee grou d-pdevelop ent project; wit h a co mbi ned cost bas is of over 5500 million, wh ich inclu de over 1,000 mul t i-fa mi ly uni ts utilizing LI HTC and t2 x-exempt bo nd ii nanci1g ultra-luxury co n omin i m product, and mi xed -se private cl b a d r es ide nt ial oeve lopment Pr ior to I tegra. Jake held se ior pos it io sat Atlant ic Pac ific Co m it ies. Ar ia Dev elop ment Group, and Q uee sFort Capita I Co rporatio n. Jake ea rn ed a BA f rom Univer sity of Vermont. a J.D. from Q i nni piac Univer sity. and an LL.M. in Rea l Prope rty Developme tfromU iver si of M ia i,wree ega aed'rst i is cl ass . Jo rge Se rn a lea s ln teg ra Investment's co nstr ctio n busir ess ve • ica l, lntegra B ild, an oversees all co str c ·o 'or he company. 'e as ore t a 3 yea r s o' experience as a ce r-ified ge ner al co ntranor a d 25 years of expe ri ence in co nstru ctio n manage ment fi eld ope r at io ns. and pre-co r.st run ion se rvices. Jo rge has a su pe ri or reco rd for de liver ing projects on or ar ea d of sche le and boasts a broa ,-basec profic iency in pr e-co nstru ction se rvices an co nst r ctio cost analysis. Befo re ln tegr a I ves ents , Jorge w ast e Di r ecror f Co nstruction wit Re lateo Group, and pr ior t o ,hat soert a deca de w orking wi· h Turner Const ru ction. Jorge has w orked on projects r anging from univ er sity buildin gs to groun o-uo de velop en s for domest ic and in te rn ational co oomini m bra ds. Co ryYeffe-. bo rn and raised in Miami, se rves as a Princi pal at lntegrc Invest ments, wh er e he leads investme nt st r at egy, acqu isitio s, capita l ma rkets, investmem ma age ent , a d c isoos i,ions across t he diver se range of asse classes I eg ra i vests in. Wit , a deep un de rsta nu ingof and pass ion fo r r ea l esta e. Cory has bee i s ru me ta l in d ri vi g I egr a's gro , playi g a key r ole be in d so e o he' rm's most notab le e deavor s, in cl oi ng "he lntegr a M arin as platfor m, "he St. Regis Res idences Miami. and Wrecke r 's Ca y Ap ar t ments in Key West. Since join ing t he fi rm, e has been invo lved in over $2 billi on oft a sact ions, co t r ib • ng to tne fi rm's ep • ati on as a leade r in t 1e ind us ry. Pr io r to joi in g I tegra , Co ry worked 'o De loitte Co sul t i .g's Rea l Est ate and Locat io S r ategy gro1.,p i Was ington, D.C. Co ry earned a M aster of Sc ience in Rea l Es«,te, as w ell as bac elor 's cegrees i b si ess eco no mics and po litica l sc ience ro m t e Univ er si· of Florida. W ile t er e, he se rvec as St vden" Bod y Pr eside nt and a member of t he Boa rd of Tru s ees. Co ry is involveo in severa l co mm unity or ga niza ti ons. incl ud in g t he Gr eater M ia mi Jewish Federation and t he Urban Land Institute. 61 304 LUIS FE RNANDO BOCC AT O C H IEF FI NAN C IA L OFF I CER NATALI E N IET O V ICE PRESIDE NT OF TER UR BA JAI ME VALD IVIA HE A D OF D ESIG N & SE NIOR PROJ ECT MANA GER i s Fe r ando leads I eg ra I vestme t's fi ances , wrtn expe r ie nce in str ategic ar>d fi nancial planning. capita l structure , debt and equity ma nage ment , mergers & ;;cq isitions. v al a· ion and i vest r r ela io s. Pri o r to l nteg ra I vest11e ts, he w as co -founder and chi effm ancial offi cer of Bossa Nov a Sot heby's Inte rnational Rea lty, tne Br az ilia f anchi se of t he pr estigi us rea l es ate bro ke rage ; he also w orked 'or sever al Braz ilian and mu ltinational co mpa ni es in d ive rse sectors . L is ea rned a M aster 's in Business Admi istration i Fina ce f o m I spe r 2 d a Bae e lor o" Scie nce in C ivil Engir ee ring f r o m Esco la Pol itec ni ca oe USP, both i n Sao Pau lo , Br az il. He also co moleted ·' e Comm er cia l & Rea l Estate alysis and Invest ment progra m 'rom M IT. Natal ie nas ove 20 years o r ea l estate ex erie, ce w ith a co nce t r at ion in co ndomi iu , mul i-fc mi ly res ident ial, a d mixe d-use develop me t. Prio r to lnt eg ra, N atal ie eld a se nio r pos it io n at Ter ra Gro p for 16 yea r s i t e Accounting an d Fin ance d ep art me t. She bega n he r ca ree r in t he A d it and Ass urance group at De loitte in Miami a nd transitio ned into t he Forensic Adviso ry Se rvices group pri o r to her tenure at Ter ra. N ata l ie reee ived he r under grad uate and M as t er's d egr ees in Acco u ti g f r om t he Univer s.. of Florid a ands e is cu rre t ly pursui g a M aste r of Sc ie ce i Construc;:ion M a,age e t from Flo rida I ec a,io nal U ive sit y. Jai me Valdivia oversees oroject des ign fo r ln tegra lnves ments, provid ing strateg ic directio n o n co nst ru ct io n manag eme nt in t he des ign process and w orking close ly wit t he co mpa ny's design co nsul tam s. He has ore t ha t hree cecades of proj ect a o co stru ctio n ma age me t expe rience. As 2 des ign p ofess io nal, J2 i me brings a strong aca emi c backg ro urd in architecture to t he compa ny's por tfol io_ Pr ior to j oi ning t he co mpa ny. he acted as Se nior C nstructio n M anage r w ith Key I t e r a ·onal a d ST Reside t ial, a d as ma aged v ario s rerown ed projects in Sout Florida , i cl uo ing Pa ramo u t 85y, M in , Tr e Ivy, Do lcevi ta, ard Artecity. 62 305 MA NU EL (MAN NY) MARTIN EZ V ICE PR ESID ENT OF D EV ELOP M E T MICHAEL BELKIN V ICE PRESIDE T OF DE V ELO PM E T MICH ELLE BOW EN H EA D OF HUMAN RESOURCES & CORPORAT E CO N TROLLER CRAIG THOMPSON CHI EF LEGAL OF F IC E R & GE N ER A L COUNS EL M a ny lv!arti nez leads .he oevelopment oivision o' ln tegra Investments. He h as over 25 y ea r s of devel pn1 ent exp eri ence, wi h over $ .5 bi llion in dev elope assets . T hi s incl udes more than 6,000 units in fl ags hio res ideri tia l prod ct, sru c'ent anc affor dab le ho sin g. and mi xed-us e de ve lopme t. M a y as se rved i develop e nt leade r sh ip rol es for Gr ey sta r. Tr insic Resi d ent i al, A lt man Co mpan ies ard Co r er ston e Group. e old s a Florida rea l estate license. ano ea rned mas e 's d egr ees in Ci Plann i ng and Rea l Estate Developme nt from M assac h se·ts In stitute of Tee , nology, and a Bae elo r 's degree i n busi ess from University o • Puerto Rico . M ic 2e l Be lki co -leads t he deve lopme t aivi sio of I tegra I vest ents, w it h particul ar foc us on co ndo inium, hote l, mari a, and mixed -use developme t s. In t hi s caoac ity. M ich ae l is involved i all aspecr.s of deve lo pme t. includ i ng olan i g_ cesig . co , ract negotiatio . sa les and ar eti .g, co,st ruction, an t urnover. H e ,as over 17 years of experience in deve lopme n . ge neral cont r2cting, a a own er's r ep rese tatio i mLl t i-family, co ndo minium, o ·e r. re ail, and ofnce proj ects i New York City anc' So Jtn Florid a. M ic ae l as ea r ed a M aste r 's deg ree i Co struction M a age ment f rom Nev,,,York University and a Bac he lor's deg ree i Fina ce from The Pe n sylvani a St ate Unive'sity_ Michel le Bowe n h as over 20years o~ acco unt in g experie ce in t he r ea l estate a d co structio• in dust ry M iche l le as 1a nd led ave $1 billion i assets di ro ugh several proj ects incl ding, luxury condos. rental a a tme ts. otels. ari as . and o ces. Prior to joi i g e compa y, she acteo as a Staff ccou tant a Key I tern at io al, and has manage vari o us r enown ed oroj ects i So u h Flo r ida , i nclud ing The Ivy, Mint , Ede n Roe Hotel and Eden Hou se. M ichell e over sees t he acco nt ing and fi nance department for all lntegra s bs idi ar ies , incl di ng acco un t in g of r ea l esta e transact ions. d ay-to-day acco unt ing ope ra,ions, tax plannin g and preparation, auoits , pa yroll, and human reso urces. M iche lle rece ived her bac helor's d eg r ee i n Accourn:i g from Nova So uthe2ste rn Univer sit y. Crai g T :iompso n se rves as C hief Lega l Officer & Ge ner al Co unse l at lntegr a wh er e he represents t he iirm's lega l interests ard i s act ive ly involved i n all leg al aspects of the fi rm's bu sin ess . includ i ng acq ui sit ion s, ii nanci g. asset manage ment a d str ategic ola nning. I is prio r o le as an attorney wit a lead i ng law firm i M iami, re re presented inve s ors , oeve lopers, lend er s a, d borrowers in co necti on wit h a vari ety o com erci al r ea l esta e and no so it al it y project s a d w as tl->e lea d attorney over se ei ng t l->e firm's practice i ov atio n and tee o logy strategy. Crai g rece ived is J.D., M .S. in Ent r epreneurshi p and B.S. in B sin ess M anage men-from t he nive rsity of Flori da. 63 306 307 308 lntegra Overview ?y., INTEGRA Integra Solutions is a multi-disciplinary real estate investment and development firm with expertise in delivering superior returns through investing in high barrier to entry markets across asset classes. 2006 Year Founded 6.2+ Million Square Feet Developed and Under Development Select Prqject Experience 3,000+ Residential Units Delivered and Under Development $1.8+ Billion in Total Capitalized Assets Under Management $400+ Million Total Realized Investor Return $525+ Million Total Equity Under Management 309 Firm Structure ?y., INTEGRA In addition to the robust investment, development and operations expertise within Integra Investments, four distinct business verticals have formed organically. lntegra Solutions Integra Investments serves as the parent organization for the frilly-integrated real estate investment and development team, including more than 40 professionals who fulfill the roles of acquisitions, due diligence, entitlements, design, permitting, project management, construction management, construction, accounting, asset management, reporting, and dispositions across asset classes. Among other asset classes, Integra's developments serve low-income and moderate income households and include market leading community spaces, unit finishes and features and amenities. Integra's approach to housing development is beyond bricks and mortar, with a signifcinant focus on green building, premium locations near transit and neighborhood services, inclusion of uplifting public art, and resident activities and programs. Interurban A fully integrated developer of high-quality, affordable housing that empowers residents and elevates neighborhoods utilizing various tax credits and public financing Developments serve low-and moderate-income households, and include market-leading unit finishes and amenities With a focus on premium locations near mass transit and neighborhood services, communities often incorporate public art and activating resident programming lntegra Multifamily Focused on the acquisition, renovation, and operation of core, core-plus, and value-add multifamily properties Targeting A and B markets in south-east states with high net migration, strong rental demand, and in locations with high accessibility and visibility Leverages relationships with lenders to secure competitive agency debt, while using lntegra's network of subcontractors to minimize costs and maximize efficiency with renovations lntegra Marinas Focused on the acquisition, development, operation, and management of best-in-class marinas in high barrier to entry market throughout the country Leverages skills as a marina operator and upland developer to differentiate from other marina aggregators in the market • Currently deploying $ZOOM of capital into strategic marina assets to aim towards building a best-in-class portfolio lntegra Build In-house General Contractor for lntegra's market-rate and affordable multifamily housing, and select office and mixed-use developments Estimating expertise provides hands-on guidance from early design assistance to buy-out and contract execution Extensive subcontractor/vendor network and direct material purchasing model allows Integra Build to leverage volume and ensure high-quality, seamlessly adding value by saving cost 310 Major Milestones ?y., INTEGRA From inception to present, Integra has organically grown Assets Under Management (AUM) while scaling the underlying operation with critical components necessary for success. Total Capitalized AUM Over Time --------------lntegra I lntegra 1 Solutions I ►: Investments I I -_!1~n 1~~...!.------l~~~e~ -~ l Integra Solutions was l founded in 2006 as a l single famify-offtce real l estate asset manager. In l 2009, Integra Investments $2B l was formed to accept l outside capital for the .first l time, and in 2010, I ntegra l Investments completed its I .first acquisition. ._ _______________ _ $1.SB $1B Aventura ParkSquare Acquired Riverfront 1 First la'l!,e-1 $500M Land 1 1 scale, mixed-1 Purchased 1 ,,_ _____ L use development J Establishes l l Integra in l L Miami market J 1/ lnteruban : Founded 1 , ______ .. Mosaico Land Hallandale Acquired ArtSquare First l ,.__A_cq_wr_·_e_d_-t I Affordable l First l L_ Development j 1 Multifamify l r--------. L _ Development j 1809 Brickell Property Acquired Launch-pad 1 for Interurban 1 L and St. Regis J $390M I slamorada Marina Acquired I First Marina l 1 Acquired l ._ _________ _. $307M ,------- 1 Integra Build : ,-------lntegra I I Founded I : Marinas I I _ _!1~1!_.d~d _ ~ •------- Wrecker's Cay Acquired Establishes l 1 Presence in the l L_~~~~-K_ey_s_j Steve Protulis Towers Funded Awardof l competitive 9% l 1 UHTC l • __________ J r----------.. ..--------, l Aventura l Sereno l ParkSquare l Sellout l Disposed l __ c_o_m_p_k_re_~ L---------J First Ground-l 1 up Condo l L_ Development j $514M $513M St. Regis Brickell Launches La1l!,eSt I ntegra $1.SB 2006 -----+ 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 311 312 313 314 315 Steve Protulis Towers ?y., INTEGRA 119-unit Affordable Housing project in the Brownsville Neighborhood of Miami-Dade County that was financed with competitive (9%) LIHTC, delivered in 2021, and is currently owned by lntegra in partnership with a non-profit corporation. It is comprised of two buildings located within two blocks and is 100% leased. 316 317 318 i i t 319 320 321 322 Perry Court ?y., INTEGRA Located adjacent to the Lang Milian site, and previously owned by the US Navy, lntegra was selected to acquire Perry Court as part of an extended and collaborative process. lntegra closed on the Perry Court purchase in 2013 and undertook a significant rezoning of the property, changing the zoning from Military Land Use to Historic Medium Density Residential, dramatically increasing the site's permissible density. Integra sold the property in 2016. PEARY COURT 323 324 325 326 INTEGRA RECENT LOAN SCHEDULE Property Name Hallandale Artsquare Wrecker's Cay Apartments Mosaico at Allapattah Las Brisas Trace Biscayne Shores Property Address 401 N Federal Hwy, Hallandale Beach 6125 2nd Street, Key West 1396 NW 36 St, Miami 5500 NW 27th Avenue, Miami 11295 Biscayne Blvd, Miami 84 Project Status Stabilized Stabilized Stabilized Stabilized Under Construction #Of Units 358 280 271 119 380 $ $ $ $ $ Total Debt 67,568,000 55,000,000 39,500,000 5,775,000 101,400,000 First Lender Freddie Mac Synovus R4 Capital Freddie Mac Synovus 327 March 19, 2024 Jake Morrow Integra Solutions, LLC 150 SE 2nd Avenue, Suite 800 Miami, Florida 33131 RE: South Miami City Hall Redevelopment Project Dear Jake- £){t//iant This letter confirms our ability to secure Builder Risk, General Liability, Property and Casualty Insurance Coverage for a large-scale mixed-use development to be located at 6130 Sunset Dr., South Miami, FL. Alliant Insurance Services is the premier specialty broker in the nation to the top developers and general contractors. With over 121 offices located across 27 states and more than 3,800 employees, Alliant is proud to state we are majority owned by our employees (53%) and receive effective support from our private equity partner, Stone Point Capital (30%) and Public Sector Pension Investments (10%). We have grown and mark our success by aligning our employees on a common mission -delivering outstanding client-centric services. The opportunity to become a shareholder within the organization helps Alliant to attract and retain the best talent in the industry. THE ALLIANT 11 STORY 0 ~ Premier Specialty .1 Broker 3.,800+ $1 .4 Billion Employees lnfil'nvnnun ..... fl'!YeSunenu, Qt,., ~ lnvntun .@Q ........ ...... ·-6?5.ti:1 PofntC.pltal 110+ $15.6 BIiiion 53% Offic:o, Nt.1tionnlty Pn::rni,nn Vol1.1rno t·mployoo Ownod Alliant has strategically maintained a flat management structure and is committed to placing our key resources at the client level rather than at the corporate level. This helps to sustain our Alliant Insurance Services, Inc. • 1125 Sanctuary Parkway• Suite 300 • Alpharetta, GA 30009 PHONE (678) 867-6100 • www.alliantinsurance.com • License No. 0C36861 85 328 ~l/iant culture of being completely client focused and promoting a creative and entrepreneurial spirit. Our business model eliminates geographic boundaries and regional profit centers. We are financially and operationally organized by industry segment rather than by geography. This provides no financial restrictions in deploying the best expertise for clients, regardless of where those professionals are located. Alliant' s capabilities include risk analytics, traditional insurance placements, alternative risk retention strategies (including captive insurance companies, risk retention groups, and risk purchasing groups) and supporting reinsurance placements. Our experience spans every facet of the business cycle, from rapid growth, merger and acquisition, recapitalization and continuity planning. We have dedicated specialists in Construction, Real Estate, Residential, Public Entity, Environmental, Healthcare, Energy & Marine, Agribusiness, Employee Benefits, Aviation and Executive Risk (including Cyber and Professional) and Captives. In In June 2011, Alliant realigned its construction practice and brought together the nation's leading construction risk advisors, all solely dedicated to being the broker of choice for contractors, developers and owners. This team of 480 professionals has built the premier construction brokerage firm in the United States and is a key component of Alliant's mission of being the nation's leading specialty insurance broker. The consolidation of talent within Alliant Construction Services Group accomplished the goal Alliant's executive leadership had in mind: create a construction-specific brokerage solely focused on our clients. This client-first philosophy has made a significant and positive impact in the construction brokerage industry. Since the realignment of the Alliant Construction team in 2011, hundreds of contractors have conducted interviews, issued RFPs and have concluded that they too need a fresh perspective, a new way of addressing risk that Alliant delivers. They wanted a new option, a new option which Alliant uniquely fills. Alliant is the first, truly national construction brokerage firm launched in over two decades. Through an extensive process, Alliant expends considerable time and energy becoming a partner within the fabric of our clients' businesses. Having a clear understanding of our clients' risk management and operational goals is the foundation of our relationship. Centuries of combined experience and thousands of successful relationships have confirmed that listening to, learning about and acting upon our clients' wants and needs ensures a lasting and professional partnership. Alliant is experiencing significant, strategic company growth. We attract the top talent from competing companies, underwriting facilities and additional disciplines, while maintaining our specialized expertise. Our resources and fmancial strength allow us to grow in a way that adds value to our clients. Alliant Insurance Services, Inc.• 1125 Sanctuary Parkway• Suite 300 • Alpharetta, GA 30009 PHONE (678) 867-6100 • www.alliantinsurance.com • License No. 0C36861 86 329 The Broker of Choice for the forged Public# P3 and Private Projects in the U.S. $1.8B Construction Premium #1 Broker Construction & Contract Surety ~lliant ) - ',;, ; ~; r 500+ Construction Dedicated Employees Alliant has extensive experience working with homebuilders of all sizes -from small regional homebuilders to large national single-family and multi-family homebuilders, including condominium and mixed-used developers. Although Alliant is well versed in all lines of insurance for homebuilders, our specialty is builder's risk. Allowing the Alliant team to focus on residential homebuilding has provided an edge over our competitors. We are on top of trends arising in the industry. We foster relationships with coverage and defense attorneys as well as underwriters that work closely with homebuilder clients. Our relationships with coverage, defense attorneys and underwriters keep the lines of communication open helping us and our clients stay in front of new legislative issues impacting builders. Our team is frequently called upon for opinions on insurance requirements and policy language. The Alliant team has effectively marketed and placed 2,180 builder's risk programs in different catastrophic zones across North America. From wood frame to earthquake, named wind, flood and terrorism, we have the technical competence and market clout with admitted, non-admitted and international insurance carriers to ensure the program continues to meet or exceed Hovnanian's needs . Over the years, Alliant has been proud to provide insurance coverage for Integra on multiple projects. The relationship started on 2016 and since then, Alliant has secured and implemented BR, GL OCIP, Property/Casualty among other policies for 1 0+ projects and around $423MM m total development costs. Sincerely, Marie Ramos Alhadeff Vice President, Account Executive Construction Services Group Alliant Insurance Services, Inc. Alliant Insurance Services, Inc.• 1125 Sanctuary Parkway• Suite 300 • Alpharetta, GA 30009 PHONE (678) 867-6100 • www.alliantinsurance .com • License No. 0C36861 87 330 SUBMITTED BY RUDG, LLC (“RELATED URBAN”) 2850 TIGERTAIL AVENUE, SUITE 800 MIAMI, FLORIDA 33133 Proposal for RFQ No. CSM 2024-01 for a “South Miami City Hall Redevelopment Project” RUDG, LLC (“RELATED URBAN”) 1 331 Table of Contents PAGE 1.7.1.Cover Page 1 1.7.2.Table of Contents 2 1.7.3.Letter of Intent 3 1.7.4.Response Form Package 6 Form 1 Response Form Package Acknowledgement 8 Form 2A Respondent’s Certification (if Company or Corporation)10 Form 2B Respondent’s Certification (if Partnership)11 Form 3 Single Execution Affidavits 12 Form 4 Dispute Disclosure 19 Form 5 Certification Regarding Debarment, Suspension, & Other Responsibility Matters Primary Covered Transactions 20 Form 6 Respondent’s Qualifications Survey 21 Form 7 Key Staff and Proposed Subcontractors 24 Form 8 Reference List 27 1.7.5.Respondent’s Qualifications 34 1.7.6.Proof of Experience 114 1.7.7.Key Staff Qualifications 116 1.7.8.Past Performance 134 1.7.9.Project Approach 167 1.7.10.Financing 171 1.7.11.Insurance 174 1.7.12.Special Consideration 178 2 332 GALLERY AT WEST BRICKELL MIXED-INCOME & MIXED-USE DEVELOPMENT BY RELATED URBAN 1.7.3. LETTER OF INTENT 3 333 1.7.3.Letter of Intent. A Letter of Intent shall be provided that briefly introduces the Respondent, the Respondent’s commitment to the City; an understanding of the Services to be performed, local conditions, and the City’s goals and objectives; the Respondent’s approach and philosophy in implementing the Services; and such other aspects of the Response. The Letter of Intent must be single-spaced, 12-point font, and shall not exceed three (3) pages in length. RUDG, LLC (“Related Urban”) hereby expresses its interest in participating in the South Miami City Hall Redevelopment Project. This letter is intended to briefly introduce Related Urban and our commitment to the City of South Miami; demonstrate our understanding of the Services to be performed, local conditions, and the City’s goals and objectives; and describe our approach and philosophy in implementing the Services, and such other aspects of the Response. Respondent Background Related Group, founded in 1979 by Chairman and CEO Jorge Perez, has built and managed more than 100,000 apartment and condominium residences since its inception. Related Urban Development Group (Related Urban) was established in 2009 as the mixed-income development platform of Related Group with a particular focus on public-private partnerships. Related Urban has developed more than 7,500 units and closed on over $2 billion in financing in the State of Florida on a portfolio largely consisting of public-private partnerships with long-term ground leases. Related Urban is a vertically integrated firm with its own construction, development and property management divisions, which allows us to better control costs and quality as a long-term owner of assets. Related Urban is delivering several of the largest mixed-income, master planned communities in Florida through public-private partnerships, as profiled in our RFQ response. Our largest single-phased development, Gallery at West Brickell, is a transit-oriented, mixed-use development consisting of a 29-story building with 465 mixed-income units, including 300 market rate units, in partnership with Miami-Dade County. Gallery at West Brickell’s tax-exempt bond financing represents the largest single issuance of tax-exempt multifamily revenue by the County’s Housing Finance Authority. The project is JPMorgan’s largest financed development within its Central and East regions, outside of New York City. The Respondent team includes best-in-class professional service firms such as Arquitectonica. A world-renowned architecture firm headquartered in Miami, Arquitectonica has designed countless landmark projects across Miami and the international stage, including iconic public facilities and bold mixed-use developments. Since 1979, Arquitectonica and Related Group have collaborated on numerous developments, pushing the limits of design with innovative, urban solutions. Our partnership will facilitate the most inspired design for South Miami’s City Hall and a sustainable, mixed-use, and transit-oriented public campus. Our client references include the Honorable Jane Castor, Mayor of the City of Tampa; Annetta Jenkins, Director of Neighborhood Services for the Riviera Beach CRA; and Alex Ballina, Director of Miami-Dade County Public Housing & Community Development. Each reference attests to Related Urban’s unmatched public-private track record across Florida delivering best-in-class mixed-income and mixed-use master plans for our public partners. 4 334 Financial Stability and Financing Ability Related has financed in excess of $50 Billion in development, mostly in Florida. We work with nearly all major financial institutions utilizing numerous financing structures. Our corporate balance sheet and access to capital is nearly unmatched among private development firms. Commitment to the City of South Miami and Understanding of Local Conditions Since 2020, Related Urban has worked closely with the City of South Miami to develop the SoMi Parc Master Plan, featuring hundreds of new market rate, workforce, and affordable housing units. Throughout the planning and construction of its first phase, Residences at SoMi Parc, Related Urban has engaged local residents through multiple community meetings. As a result of these community meetings, our affiliated general contractor Related Urban Construction has collaborated with key partners to identify and hire thirty (30) individuals from the local community for the construction of Residences at SoMi Parc. Related Urban would similarly engage the local community for the redevelopment of the City Hall site. Project Approach and Understanding of the Services To Be Performed and the City’s Goals and Objectives Related Urban envisions the redevelopment of City Hall with a profitable, large-scale, multi-component, mixed-use, mixed-income development. Related Urban possesses the technical expertise, experience, financial capacity, and other qualifications necessary to develop the Project with a new City Hall, Police Station, Miami-Dade County Public Library, preserved Sylvia Martin building and public park. We stand ready to work in tandem with the City of South Miami to determine the best financing sources and partners for this redevelopment project. Sincerely, Alberto Milo, Jr. President RUDG, LLC (Related Urban Development Group) 5 335 BRICKELL HEIGHTS MIXED-USE DEVELOPMENT BY RELATED GROUP 1.7.4. RESPONSE FORM PACKAGE 6 336 Please see the following pages for complete and accurate copies, with all required signatures and notarizations, for all the forms in the Response Package, including: ●Form 1 (Response Form Package Acknowledgement) ●Form 2A (Respondent’s Certification) ●Form 2B (Respondent’s Certification) ●Form 3 (Single Execution Affidavits) ●Form 4 (Dispute Disclosure) ●Form 5 (Certification Regarding Debarment, Suspension, & Other Responsibility Matters Primary Covered Transactions) ●Form 6 (Respondent’s Qualifications Survey) ●Form 7 (Key Staff and Proposed Subcontractors); and, ●Form 8 (Reference List). Response Form Package. Respondent shall provide complete and accurate copies, with all required signatures and notarizations, for all the forms in the Response Package: Form 1. Response Form Package Acknowledgement. Form 2A. Respondent’s Certification (if Company or Corporation) Form 2B. Respondent’s Certification (if Partnership) Form 3. Single Execution Affidavits Form 4. Dispute Disclosure Form 5. Certification Regarding Debarment, Suspension, & Other Responsibility Matters Primary Covered Transactions Form 6. Respondent’s Qualifications Survey Form 7. Key Staff and Proposed Subcontractors Form 8. Reference List 1.7.4. RESIDENCES AT SOMI PARC MIXED-INCOME DEVELOPMENT BY RELATED URBAN MANOR RIVERWALK DEVELOPED BY THE RELATED GROUP 7 337 8338FORMl RESPONSE FORM PACKAGE ACKNOWLEDGEMENTS I hereby propose to furnish the goods and services specified in the Request for Qualifications RFQ No. CSM2024-01 I agree that my Response will remain firm for a period of 180 days after opened by the City in order to allow the City adequate time to evaluate the Response. I certify that all information contained in this Response is truthful to the best of my knowledge and belief. I further certify that I am duly authorized to submit this Response on behalf of the Firm named as the Proposing Firm and that said Firm is ready, willing, and able to perform if awarded the Agreement. I further certify, under oath, that this Response is made without prior understanding, agreement, connection, discussion, or collusion with any other person, firm or corporation submitting a Response; no officer, employee or agent of the City of South Miami or any other Respondent has an interest in said Response. Furthermore, I certify that the undersigned executed this Response Form with full knowledge and understanding of matters therein contained and was duly authorized. I further certify that the Respondent acknowledges receipt of all Addenda issued by the City in connection with the RFQ (Check the box next to each addendum received). ✓ Addendum 1 Addendum 6 Addendum 2 Addendum 7 Addendum 3 Addendum 8 Addendum 4 Addendum 9 Addendum 5 Addendum 10 Attached hereto are the following forms/documents which fonn a part of this Response: y/_ Form 1. -v/ Form2A. -ef Form 2B. y/ Form 3. ~ Form 4. la Form 5. 'i Form 6. vJ Form 7. -v/ Form 8. Response Form Package Acknowledgement. Respondent's Certification (if Company or Corporation) Respondent's Certification (if Partnership) Single Execution Affidavits Dispute Disclosure Certification Regarding Debarment, Suspension, & Other Responsibility Matters Primary Covered Transactions Respondent's Qualifications Survey Key Staff and Proposed Subcontractors Reference List 28 of53 9339FORMl RESPONSE FORM PACKAGE ACKNOWLEDGEMENTS (CONTINUED) RUDG, LLC (Related Urban Development Group) Alberto Milo, Jr. -President NAME & TITLE, TYPED OR PRINTED MAILING ADDRESS 2850 Tigertail Avenue, Suite 800 Miami, FL 33133 ( 305) 460-9900 TELEPHONE NUMBER State of Flori~ 0 , County of_~-"'-_M.. ___ _ The foregoing inst~as acknowledge~d before me by means of /4,ical presen~e or_ online notarization, this ay of hl_RW , 2CJ2.,'4, by ftr\b,e.,ff-t'"O M:1 \b:r(". • (name of person) as Pt":C-fil~ (type of authority) for £,y 0€:t \.,LC.• ___ (name of party on behalf of whom instrument is executed). • ~0!11 l~(i ?k+c Notary Public (rint, Stamp, or Type as Commissioned) Personally known to me; or ___ Produced identification (Type of Identification: _____________ __, _ __,,~Did take an oath; or 7 Did not take an oath 29 of53 10340FORM2A RESPONDENT'S CERTIFICATION (if Company or Corporation) CERTIFICATE STATE OF ) ) ) ss COUNTY OF -----I HEREBY CERTIFY that a meeting of the Board of Directors of N/A a corporation or company existing under the laws of the State of ___________ , held on ---------~ 2024, the following resolution was duly passed and adopted: (SEAL) RESOLVED, that, as ______ of the Corporation/Company, be and is hereby authorized to execute the Response dated, ____ , 2024 to the City of South Miami for RFQ NO. CSM2024-01 SOUTH MIAMI CITY HALL REDEVELOPMENT PROJECT, and that this execution thereof, attested by the Secretary of the Corporation/Company, and with the Corporate/Company Seal affixed, shall be the official act and deed of this Corporation/Company. I further certify that said resolution is now in full force and effect. IN WITNESS WHEREOF, I have hereunto set my hand and affixed the official seal of corporation/company on this the ______ of _____ , 2024. Secretary 30 of53 11341(if Partnership) CERTIFICATE STATE OF Florida COUNTY OF Miami Dade FORM2B RESPONDENT'S CERTIFICATION ) ) ss ) I HEREBY CERTIFY that a meeting of the Partners of RUDG, LLC ____________________________ , a partnership existing under the laws of the State of Florida , held on March 22 ~~~~-----~ 2024, the following resolution was duly passed and adopted: "RESOLVED that Alberto Milo, Jr , __________________ _;, as President of the Partnership, be and is hereby authorized to execute the Response dated March 22 , 2024, to the City of South Miami for RFQ NO. CSM2024-01 SOUTH MIAMI CITY HALL REDEVELOPMENT PROJECT from this partnership and that his execution of thereof, attested by the shall be the official act and deed of this Partnership." I further certify that said resolution is now in full force and effect. IN WITNESS WHEREOF, I have hereunto set my hand this ~. day of March 2024. &~ Secretary (SEAL) 31 of53 12342FORM3 SINGLE EXECUTION AFFIDAVITS THIS FORM MUST BE SIGNED AND SWORN TO IN THE PRESENCE OF A NOTARY Pl BLIC OR OTHER OFFICIAL AUTHORIZED TO ADMINISTER OATHS. THIS FORM COMBINES SEVERAL AFFIDAVIT STATEMENTS TO BE SWORN TO BY THE RESPONDENT OR RESPONDENT AND NOTARIZED BELOW. IN THE EVENT THE RESPONDENT OR RESPONDENT CANNOT SWEAR TO ANY OF THESE AFFIDAVIT STATEMENTS, THE RESPONDENT OR RESPONDENT IS DEEMED TO BE NON-RESPONSIBLE AND IS NOT ELIGIBLE TO SUBMIT A RESPONSE. THESE SINGLE EXECUTION AFFIDAVITS ARE SUBMITTED TO THE CITY OF SOUTH MIAMI AND ARE STATEMENTS MADE: By: Alberto Milo, Jr. For (Name of Proposing or Responding Entity): _R_U_D_G_,_L_L_C ___________ _ Whose business address is: 2850 Tigertail Avenue, Suite 800, Miami, FL 33133 And (if applicable) its Federal Employer Identification Number (FEIN) is: 26-4746665 (if the entity does not have an FEIN, include the Social Security Number of the individual signing this sworn statement. SS#:. _________________ ___,_ Americans with Disabilities Act Compliance Affidavit The above named firm, corporation or organization is in compliance with and agrees to continue to comply with, and assure that any subcontractor, or third party contractor under this project complies with all applicable requirements of the laws listed below including, but not limited to, those provisions pertaining to employment, provision of programs and services, transportation, communications, access to facilities, renovations, and new construction. • The American with Disabilities Act of 1990 (ADA), Pub. L. 101-336, 104 Stat 327, 42 USC 1210112213 and 47 USC Sections 225 and 661 including Title I, Employment; Title II, Public Services; Title III, Public Accommodations and Services Operated by Private entities; Title IV, Telecommunications; and Title V, Miscellaneous Provisions. • The Florida Americans with Disabilities Accessibility Implementation Act of 1993, Section 553.501-553.513, Florida Statutes: • The Rehabilitation Act of 1973, 229 USC Section 794; • The Federal Transit Act, as amended 49 USC Section 1612; • The Fair Housing Act as amended 42 USC Section 3601-3631. 4t11Jc Respondent Initials 32 of53 13343Public Entity Crimes Affidavit I understand that a "public entity crime" as defined in Paragraph 287 .133(1 )(g), 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 of the United States, including but not limited to, any bid or contract for goods or services to be provided to any public entity or an agency or political subdivision of any other state or of the United States and involving antitrust, fraud, theft, bribery, collusion, racketeering, conspiracy, or material misrepresentations. I understand that "convicted" or "conviction" as defined in Paragraph 287.133(1)(b), Florida Statutes, means a finding of guilt or a conviction of 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. I understand that an "affiliate" as defined in Paragraph 287.133(l)(a), Florida Statutes, means: I. A predecessor or successor of a person convicted of a public entity crime; or 2. 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. The 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. 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 goods or services let by a public entity, or which otherwise transacts or applies to transact business with a public entity. The term "person" includes those officers, directors, executives, and partners, shareholders, employees, members, and agents who are active in management of an entity. Based on information and belief, the statement, which I have marked below, is true in relations to the entity submitting this sworn statement. (INDICATE WHICH STATEMENT APPLIES.) M Neither the entity submitting this sworn statement, nor any of its officers, directors, executives, partners, shareholders, employees, members, or agents who are active in the management of the entity, nor any affiliate of the entity has been charged with ad convicted of a public entity crime subsequent to July I, 1989. IJ 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. IJ The entity submitting this sworn statement, or one or more ofits 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 I, 1989. However, there has been a subsequent proceeding before a Hearing Officer of the State ofFlorida, 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 33 of53 14344a 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 that I am required to inform the public entity prior to entering into a contract in excess of the threshold amount provided in Section 287 .017, Florida Statutes for category two of any change in the information contained in this form. A/v!Jr Respondent Initials No Conflict of Interest or Contingent Fee Affidavit Respondent warrants that neither it nor any principal, employee, agent, representative nor family member has paid or will pay any fee or consideration that is contingent on the award or execution of a contract arising out of this solicitation. Respondent also warrants that neither it nor any principal, employee, agent, representative nor family member has procured or attempted to procure this contract in violation of any of the provisions of the Miami-Dade County and City of South Miami conflict of interest or code of ethics ordinances. Further, Respondent acknowledges that any violation of these warrants will result in the termination of the contract and forfeiture of funds paid or to be paid to the Respondent should the Respondent be selected for the perfonnance of this contract. A 1t1--:1, Respondent Initials Business Entin, Affidavit Respondent hereby recognizes and certifies that no elected official, board member, or employee of the City of South Miami (the " City") shall have a financial interest directly or indirectly in this transaction or any compensation to be paid under or through this transaction, and further, that no City employee, nor any elected or appointed officer (including City board members) of the City, nor any spouse, parent or child of such employee or elected or appointed officer of the City, may be a partner, officer, director or proprietor of Respondent or Vendor, and further, that no such City employee or elected or appointed officer, or the spouse, parent or child of any of them, alone or in combination, may have a material interest in the Vendor or Respondent. Material interest means direct or indirect ownership of more than 5% of the total assets or capital stock of the Respondent. Any exception to these above described restrictions must be expressly provided by applicable law or ordinance and be confirmed in writing by City. Further, Respondent recognizes that with respect to this transaction or bid, if any Respondent violates or is a party to a violation of the ethics ordinances or rules of the City, the provisions of Miami-Dade County Code Section 2-11. 1, as applicable to City, or the provisions of Chapter 112, part III, Fla. Stat., the Code of Ethics for Public Officers and Employees, such Respondent may be disqualified from furnishing the goods or services for which the bid or Bid is submitted and may be further disqualified from submitting any future bids or Bid for goods or services to City. A-A13r Respondent Initials Anti-Collusion Affidavit 1. Respondent/Respondent has personal knowledge of the matters set forth in its Response and is fully informed respecting the preparation and contents of the attached Response and all pertinent circumstances respecting the Bid; 2. The Response is genuine and is not a collusive or sham Response; and 34 of53 153453. Neither the Respondent/Respondent nor any of its officers, partners, owners, agents, representatives, employees, or parties in interest, including Affiant, has in any way colluded, conspired, connived, or agreed, directly or indirectly with any other Respondent/Respondent, firm, or person to submit a collusive or sham Response, or has in any manner, directly or indirectly, sought by agreement or collusion or communication or conference with any other Respondent/Respondent, firm, or person to fix the price or prices in the attached Response or of any other Respondent/Respondent, or to fix any overhead, profit, or cost element of the Response price or the Response price of any other Respondent/Respondent, or to secure through any collusion, conspiracy, connivance or unlawful agreement any advantage against the City or any person interested in the proposed Contract. A!J"Jy Respondent Initials Scrutinized Company Certification 1. Respondent certifies that it and its subcontractors are not on the Scrutinized Companies that Boycott Israel List. Pursuant to Section 287.135, F.S., the City may immediately terminate the Agreement that may result from this RFQ at its sole option if the Respondent or its subcontractors are found to have submitted a false certification; or if the Respondent, or its subcontractors are placed on the Scrutinized Companies that Boycott Israel List or is engaged in the boycott of Israel during the term of the Agreement. 2. If the Agreement that may result from this RFQ is for more than one million dollars, the Respondent certifies that it and its subcontractors are also not on the Scrutinized Companies with Activities in Sudan, Scrutinized Companies with Activities in the Iran Petroleum Energy Sector List, or engaged with business operations in Cuba or Syria as identified in Section 287.135, F.S. pursuant to Section 287 .135, F .S., the City may immediately terminate the Agreement that may result from this RFQ at its sole option if the Respondent, its affiliates, or its subcontractors are found to have submitted a false certification; or if the Respondent, its affiliates, or its subcontractors are placed on the Scrutinized Companies with Activities in Sudan List, or Scrutinized Companies with Activities in the Iran Petroleum Energy Sector List, or engaged with business operations in Cuba or Syria during the term of the Agreement. 3. The Respondent agrees to observe the above requirements for applicable subcontracts entered into for the performance of work under the Agreement that may result from this RFQ. As provided in Subsection 287 .135(8), F .S., if federal law ceases to authorize the above-stated contracting prohibitions then they shall become inoperative. AM:Jr Respondent Initials Drug-Free Workplace Affidavit Respondent hereby recognizes that, pursuant to F.S. § 287.087, preference shall be given to businesses with drug-free workplace programs when two responses are equal with respect to price, quality, and service. Respondent understands that in order to qualify as a drug-free workplace, Respondent must: a) 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. 35 of53 16346b) Inform employees about the dangers of drug abuse in the workplace, the Respondent'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. 1) Give each employee engaged in providing commodities or contractual services under the 1TB a copy of the statement specified in subsection (1 ). 2) Notify employees that, as a condition of working on the commodities or contractual services under the 1TB, the employee must 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. 3) 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. 4) Make a good faith effort to continue to maintain a drug-free workplace through the implementation of this section. Based on information and belief, the statement, which I have marked below, is true in relations to the entity submitting this sworn statement. (INDICATE WHICH STATEMENT APPLIES.) V The entity submitting this sworn statement is a drug-free workplace and is in full compliance with the requirements set forth under F.S. § 287.087. U The entity submitting this sworn statement is not a drug-free workplace. 4.)1~ Respondent Initials City Non-Discrimination Requirements Affidavit Respondent understands that pursuant to Section 3-1.1 of the Code of the City of South Miami, the City will not enter into or award a contract to an entity engaged in a boycott. Respondent understands that "Boycott" as defined under Section 3-1.1 of the Code of the City of South Miami means to blacklist, divest from, or otherwise refuse to deal with a nation or country, or to blacklist or otherwise refuse to deal with a person or entity when the action is based on race, color, national origin, religion, sex, gender identity, sexual orientation, marital or familial status, age, or disability in a discriminatory manner. The term boycott does not include a decision based upon business or economic reasons, or boycotts, embargoes, trade restrictions, or divestments that are specifically authorized or required by federal law or state law. Respondent certifies that it is not engaged in a boycott, and is in full compliance with Section 3-1.1 of the Code of the City of South Miami. A /JIJ-:J r Re;pondent Initials Acknowledgment, Warranty, and Acceptance 36 of53 17347I. Contractor warrants that it is willing and able to comply with all applicable state of Florida laws, rules and regulations. 2. Contractor warrants that it has read, understands, and is willing to comply with all requirements ofRFQ No. CSM2024-XX and any addendum/addenda related thereto. 3. Contractor warrants that it will not delegate or subcontract its responsibilities under an agreement without the prior written permission of the City Commission or City Manager, as applicable. 4. Contractor warrants that all information provided by it in connection with this Response is true and accurate. 4'1-:1( Respondent Initials [REMAINDER OF PAGE LEFT INTENTIONALLY BLANK. SIGNATURE PAGE FOLLOWS.] 37 of53 18348Signed, se : Alberto Milo, Jr. ACKNOWLEDGMENT State of Florida a • County of ~/'JL...I The foregoing ins~ was acknowledged before me by means of ~ical presence, m _ online notarization, this ay of M°'-r'" CA"\. , 20~, by J 1• (name of person) as 7f,esrd..;o6d-::-(type of authority) for LJ...{!_ (n~.:.~ of party on behalf of whom • nstrument is 1ecuted). 1:fi."i;1 MYC:,:;s3;~i~~1-\ II kV~ ? ~ ~ "-~-~-~-= EXPIRES' February18,2026 ____ ....,_...,.lj,.,....__..~'-,#,,,...:o;..;;........:._._=~----------t~R°f.f~<;>}•' • Notary Public (Print, Stamp, or Type as ✓ Personally known to me; or Commissioned) --~Produced identification (Type of Identification: ______________ _, __ .,.._,,Did take an oath; or 7 Did not take an oath 38 of53 19349FORM4 DISPUTE DISCLOSURE Answer the following questions by placing an "X" after "Yes" or "No". If you answer "Yes", please explain in the space provided, or on a separate sheet attached to this form. 1. Has your firm or any of its officers, received a reprimand of any nature or been suspended by the Department of Professional Regulations or any other regulatory agency or professional associations within the last five (5) years? YES NO X ----------2. Has your firm, or any member of your firm, been declared in default, terminated or removed from a contract or job related to the services your firm provides in the regular course of business within the last five (5) years? X YES ____ NO ___ _ 3. Has your firm had against it or filed any requests for equitable adjustment, contract claims, Bid protests, or litigation in the past five (5) years that is related to the services your firm provides in the regular course of business? YES ____ NO __ X __ lfyes, state the nature of the request for equitable adjustment, contract claim, litigation, or protest, and state a brief description of the case, the outcome or status of the suit and the monetary amounts of extended contract time involved. I hereby certify that all statements made are true and agree and understand that any misstatement or misrepresentation of falsification of facts shall be cause for forfeiture of rights for further consideration of this Response for the City of South Miami. State of Flori~} 11 County of _ _ill_....._ ... ~----->.---ACKNOWLEDGMENT The foregoing instrument was acknowledged before me by me~n1 of ~.ysical presenc~1or □ online notarization, this ~#Qa~f N\llQ,b, , 20L'.:) by ,Pd~ Ml \ o --:Tr • (name of person) as J"t:sld <U'.'\+-(type of authority) for f2.®6 , I-~ • ___ (name of party on b half of whom instrument is executed). 39 of53 JruiVM l2Joh Notary Public (Print, Stamp, or Type as Commissioned) 20350FORMS CERTIFICATION REGARDING DEBARMENT, SUSPENSION, AND OTHER RESPONSIBILITY MATTERS PRIMARY COVERED TRANSACTIONS This certification is required by the regulations implementing Executive Order 12549, Debarment and Suspension, 13 CFR Part 145. The regulations were published as Part VII of the May 26, 1988 Federal Register (pages 19160-19211). Copies of the regulations are available from local offices of the U.S. Small Business Administration. (1) The prospective primary participant certifies to the best of its knowledge and belief that it and its principals: (a) Are not presently debarred, suspended, proposed for disbarment, declared ineligible, or voluntarily excluded from covered transactions by any Federal department or agency; (b) Have not within a three-year period preceding this application been convicted of or had a civil judgment rendered against them for commission of fraud or a criminal offense in connection with obtaining, attempting to obtain, or performing a public (Federal, State, or local) transaction or contract under a public transaction; violation of Federal or State antitrust statutes or commission of embezzlement, theft, forgery, bribery, falsification or destruction of records, making false statements, or receiving stolen property; (c) Are not presently indicted for or otherwise criminally or civilly charged by a governmental entity (Federal, State, or local) with commission of any of the offenses enumerated in paragraph (l)(b) of this certification; and ( d) Have not within a three-year period preceding this application had one or more public transactions (Federal, State, or local) terminated for cause or default. (2) Where the prospective primary participant is unable to certify to any of the statements in this certification, such prospective primary participant shall attach an explanation to this Statement of Qualifications. Entity Name: RUDG, LLC Date: 3/22/2024 Alberto Milo, Jr. -President Name and Title of Authorized Representative 40 of53 21351FORM6 RESPONDENT'S QUALIFICATIONS SURVEY COMPANY QUALIFICATIONS QUESTIONNAIRE Please complete this Company Qualifications Questionnaire. By completing this form and submitting a response to the RFQ, you certify that any and all information contained in the Response is true, that your response to the RFQ is made without prior understanding, agreement, or connections with any corporation, firm or person submitting a response to the ITB for the same materials, supplies, equipment, or services, is in all respects fair and without collusion or fraud, that you agree to abide by all terms and conditions of the RFQ, and certify that you are authorized to sign for the Respondent's firm. Some responses may require the inclusion of separate attachments. Separate attachments should be as concise as possible, while including the requested information. In no event should the total page count of all attachments to this Form exceed five (5) pages. Some information may not be applicable; in such instances, please insert "NIA". RUDG, LLC Firm Name 2850 Tigertail Avenue, Suite 800, Miami, FL 33133 Principal Business Address (305) 460-9900 Telephone Number amilo@relatedgroup.com Email Address 26-4746665 Federal I.D. No. or Social Security Number Miami-Dade County LBT Account# 6836044, Receipt# 7109820 Municipal Business Tax/Occupational License No. FIRM HISTORY AND INFORMATION (305) 460-9911 Facsimile Number How many years has the firm has been in business under its current name and ownership? _1_1_ Please identify the Firm's document number with the Florida Division of Corporations and date the Firm registered/filed to conduct business in the State of Florida: L09000039350 04/23/2009 Document Number Date Filed Please identify the Firm's category with the Florida Department of Business Professional Regulation (DBPR), DBPR license number, and date licensed by DBPR: NIA; RUDG does not perform services requiring licensure by DBPR. RUDG's affilliated general contractor, Related Urban Construction, LLC, has the DBPR certification number CGC1531620. Category License No. Date Licensed Please indicate the type of entity form of the Firm (if other, please describe): □ Individual □ Partnership □ Corporation,¢' LLC □ LLP □ Other __________ _ Please identify the Firm's primary business: Vertically-integrated real estate development. 41 of53 22352Please identify the number of continuous years your Firm has performed its primary business: 1.1. Please list all professional licenses and certifications held by the Firm, its Qualifier/Principal, and any Key Staff, including any active certifications of small, minority, or disadvantaged business enterprise, and the name of the entity that issued the license or certification: License/Certification Name of Entity Issuing License No. License Issuance Date Type License or Certification Real Estate Broker Florida DBPR BK548322 05/20/1991 Please identify the name, license number, and issuance date of any prior companies that pertain to your Firm: License/Certification Name of Entity Issuing License No. License Issuance Date Type License or Certification N/A Please identify all individuals authorized to sign for the entity, their title, and the threshold/level of their signing authority· Authorized Signor's Name Title Signing Authority Threshold (All, Cost up to $X-Amount, No Cost, Other) Alberto Milo, Jr. President All Tony Del Pozzo VP of Finance All Jorge M. Perez Chairman, CEO All Please identify the total number of Firm employees, managerial/administrative employees, and identify the total number of trades emoloyees bv trade (e.g., 20 electricians, 5 laborers, etc.): Total No. of Emplovees 43 Total No. of Managerial/Administrative Emolovees Total No. of Trades Employees by Trade INSURANCE INFORMATION Please provide the following information about the Firm's insurance company: USI Insurance Services Richard Rodriguez, CPA Insurance Carrier Name Insurance Carrier Contact Person 201 Alhambra Street, Suite 1205 Coral Gables, FL 33134 Insurance Carrier Address (786) 785-1118 Telephone No. Has the Finn filed any insurance claims in the last five (5) years? richard.rodriguez@usi.com Email ti'l"No □ Yes If yes, please identify the type of claim and the amount paid out under the claim: __________ _ FIRM OWNERSHIP Please identify a11 Firm owners or partners, their title, and percent of ownership: 42 of53 23353Owner/Partner Name Title Ownership(%) Alberto Milo. Jr. President 31.64% Jorge M. Perez 2018 Family Trust 65 37% Maria C. Milo 1.67% Jorge M. Perez 1.33% Please identify whether any of the owners/partners identified above are owners/partners in another entity: □ No ~Yes If yes, please identify the name of the owner/partner, the other entity's name, and percent of ownership held by the stated owner/partner: Owner/Partner Name Other Entity Name Ownership(%) Numerous. available uoon reauest. Manv entities of which he above listed oersonnel nav or mav not have an ownership stake are formed in the normal course of busine ~s of RUDG, LLC and Rela ed Group. RECENT CONTRACTS Please identify the five (5) most recent contracts in which your Firm has provided services to other public entities: Public Entity Contact Person Telephone No. Email Address Date Awarded Tampa Housing Authority Leroy Moore 813-341-9101 leroy.moore@thafl.corr 12/21/2023 Miami-Dade County PHCD Alex Ballina 786-469-41 00 alex.ballina@miamidade.gov 12/20/2023 Miami-Dade County PHCD Alex Ballina 786-469-4100 alex.ballina@miamidade.gov 7/18/2023 Miami-Dade County PHCD Alex Ballina 786-469-4100 alex.ballina@miamidade.gov 4/21/2023 Miami-Dade County PHCD Alex Ballina 786-469-4100 alex.ballina@miamidade.gov 3/22/2023 By signing below, Respondent certifies that the information contained herein is complete and accurate to the best of Respondent's knowledge. Firm: RUDG, LLC Authorized Signarure: ~ ~ Print or Type Name: Al~ Milo, Jr: 43 of53 Date: 3/21/2024 Title: President 24354FORM7 KEY STAFF & PROPOSED SUBCONTRACTORS KEY STAFF Please complete the following chart with the Finn's proposed Key Staff. If additional space is required, olease copy/duplicate this page and attach to this Fonn. Additional space· o No w'Yes Name Title Years of Years Licenses/Certifications Experience with Firm Alberto Milo, Jr. President 25 15 Licensed Real Estate Broker Jorge M. Perez Chairman, CEO 55 15 Licensed Real Estate Broker Adolfo Henriques Vice Chairman 27 7 Jon Paul Perez President 17 9 Matthew J. Allen coo 25 15 Betsy McCoy VP, General 27 15 Counsel Ben Gerber CFO 21 15 Katie Butler CAO 26 2 Tony Del Pozzo SVP of Finance 29 15 Andrew Velo-Arias Dir. of Acquisitions 10 7 & Development Please explain the Finn's ability and resources to substitute personnel with equal or higher qualifications than the Key Staff they will substitute for where substitute is required due to attrition, turnover, or a specific request by the City: RUDG, LLC is able to substitute personnel with equal or higher qualifications than the Key Staff they will substitute for where substitute for is required due to attrition, turnover, or a specific request by the City. Please identify each Key Staff member's engagement commitments that will exist concurrently with the City's Services: Key Staff Name Area of Responsibility request. No existing time commitments of our sta ex editiously. 44 of53 Client Period of 25355FORM7 KEY STAFF & PROPOSED SUBCONTRACTORS KEY STAFF Please complete the following chart with the Firm's proposed Key Staff. If additi<}Ilal space is required, I /d l' t h" d h hi F Add" • 1 N 'fi/Y, Dease CODY up 1ca et 1s page an attac tot s orm. 1t10na space: o 0 es Name Title Years of Years Licenses/Certifications Experience with Firm George Lage VP of Construction 20 7 George Sanz VP of Construction 25 7 Al Lopez VP of Constructior 25 2 Senior Vice President Thomas Walsh of Construction 30 7 Marilyn Pascual President, TRG 19 14 Managment Will Valentin Regional Vice 10 3 President Alvaro Torres Senior Finance Manager 8 5 Jordan Davis Acquisitons & 7 3 Development Manager Nathan Lerner Acquisitons & Development Analyst 2 2 Luke Trivilino Finance Associate 3 3 Please explain the Firm's ability and resources to substitute personnel with equal or higher qualifications than the Key Staff they will substitute for where substitute is required due to attrition, turnover, or a specific request by the City: See previous page. Please identify each Key Staff member's engagement commitments that will exist concurrently with the City's Services: Key Staff Name Area of Responsibility Client Commitment Period of (Hours/week) Engagement See previous page. 44 of53 26356Key Staff Name Area of Responsibility Client Commitment Period of (Hours/week) Engagement PROPOSED SUBCONTRACTORS The undersigned Respondent hereby designates, as follows, all major subcontractors whom they propose to utilize for the major areas of work for the services. The Respondent is further notified that all subcontractors shall be properly licensed, bondable, and shall be required to furnish the City with a Certificate of Insurance in accordance with the contract general conditions. Failure to furnish this infonnation shall be grounds for rejection of the Respondent's RFQ submission. (If no subcontractors are proposed, state "None" on first line below.) Subcontractor Name & Address Related Urban Construction will selects Firm: RUDG, LLC Scope of Work License Number Jbcontractors at a later ime. Date: 3/21/2024 Title: President 45 of53 FORM 8 REFERENCE LIST IN ADDITION TO THE INFORMATION REQUIRED ON THIS FORM, RESPONDENT SHALL PROVIDE A MINIMUM OF THREE REFERENCE LETTERS. REFERENCE #1 Public Entity Name: Reference Contact Person/Title/Department: Contact Number & Email Public Entity Size/Number of Residents/Square Mileage: Event(s) Completed (include Name of Project/Event, Date of Event Start/Completion, Details on Size/Scope of Work/Complexity) Is the Contract still Active? Yes No 46 of 53 Miami-Dade County Department of Public Housing and Community Development Alex Ballina, Director (786) 496-4106, alex.ballina@miamidade.gov Miami-Dade County 27 Completed public-private partnerships. Please see the detailed list of these projects on the following page. 27 357 Project #Project Name Units Total Development Cost Date of Certificate of Occupancy 1 Dante Fascell Preservation 151 19,563,484 3/17/2014 2 South Miami Plaza Preservation 97 13,478,035 7/31/2014 3 Stirrup Plaza Preservation Phase One 100 13,536,371 9/2/2014 4 Edificio Pineiro 34 909,019 9/23/2014 5 Joe Moretti Preservation Phase One 116 24,663,913 10/1/2014 6 Collins Park Apartments 124 28,153,488 10/1/2014 7 Jack Orr Plaza Preservation Phase One 200 27,920,518 2/25/2016 8 Stirrup Plaza Phase Two 68 13,179,506 10/27/2016 9 Smathers Phase Two 133 25,393,536 1/24/2017 10 Joe Moretti Phase Two 95 12,239,846 1/30/2017 11 Martin Fine Villas 104 22,092,056 12/21/2018 12 Three Round Tower A 128 15,715,837 6/25/2019 13 Liberty Square Phase One 204 46,141,015 1/24/2020 14 Smathers Preservation Phase One 182 23,423,411 9/9/2020 15 Liberty Square Phase Two 204 53,585,485 4/28/2021 16 The Gallery at River Parc 150 37,414,713 7/9/2021 17 Joe Moretti Phase 2B 96 25,844,643 8/5/2021 18 Brisas del Rio 168 36,488,006 9/29/2021 19 Liberty Square Phase Three 192 49,835,760 12/3/2021 20 The Gallery at Smathers Plaza 139 33,064,517 12/15/2021 21 Brisas del Este Phase Two 120 33,296,857 6/28/2022 22 Gallery on the River 160 50,042,023 9/9/2022 23 Lincoln Gardens 134 40,886,059 12/7/2022 24 Three Round Towers B&C 263 74,717,600 8/31/2023 25 Robert King High 315 98,367,783 10/19/2023 26 Brisas del Este Apartments 161 48,576,420 10/31/2023 27 Paseo del Rio 182 57,530,905 11/17/2023 4,020 926,060,806$ RUDG, LLC Projects in Partnership with Miami-Dade County Department of Public Housing and Community Development 28 358 29359MIAMI-~ t❖i-Uiii .. Daniella Levine Cava Mayor March 19, 2024 Steven P. Kulick, Chief Procurement Officer City of South Miami 6130 Sunset Drive City of South Miami, FL 33143 Public Housing and Community Development 701 NW 1st Court, 16th Floor Miami, FL 33136-3914 T 786-469-4100 • F 786-469-4199 miamidade.gov RE: City of South Miami Request for Qualifications (RFQ) No. CSM2024-01 Dear Mr. Kulick: We are pleased to provide a reference letter for Related Urban. Related Urban is a trusted partner of Miami-Dade County Public Housing & Community Development ("PHCD") and has completed 27 projects in partnership with PHCD. Their team also has six (6) projects under construction in partnership with PHCD. Related Urban's mixed-income developments helped establish a benchmark for mixed-income housing in Miami-Dade County. Related Urban's team is recognized for consistently delivering projects on time and on budget. There are many recent examples to highlight. Gallery at River Pare, Gallery on the River, and Gallery at West Brickell have created much-needed mixed-income housing near several of Miami's most desirable submarkets. Gallery at River Pare anchors a 22-acre redevelopment of Miami-Dade County's Senior Public Housing Campus, offering mixed-income housing for working professionals near Marlins Stadium. The Gallery on the River is situated within steps of Downtown Miami's CBD and the Miami River. Gallery at West Brickell represents a transformative public-private partnership between Related Urban, PHCD, and the Miami-Dade County School Board to create new mixed-income housing and educational facilities within steps of light rail transit in Brickell. Residences at SoMi Pare and the SoMi Pare Master Plan in South Miami are slated to create hundreds of new homes for affordable, workforce, and market-rate professionals near South Miami's Metrorail Station. On behalf of PHCD, we attest to Related Urban's capabilities to create transformative mixed-income housing on time and on budget for its public partners. Please contact me at 786-469-4106, with any questions or if additional information is needed. Sincerely, Alex R. Ballina Director 30360REFERENCE #2 Public Entity Name: _C_it_y_o_f_T_a_m_p_a __________________ _ Reference Contact Person/Title/Department: _M_a_y_o_r _Ja_n_e_C_a_st_o_r ___________ _ Contact Number & Email (813) 274-8251, jane.castor@tampagov.net Public Entity Size/Number of Residents/Square Mileage:_C_it~y_o_f_T_a_m~p_a_, _F_L _______ _ Event(s) Completed (include Name of Project/Event, Date of Event Start/Completion, Details on Size/Scope of Work/Complexity) West River T3A (CO Date: 11 /18/21 ), West River T3B (CO Date: 12/7/21 ), West River T3C (CO Date: 11/23/21 ), Mary Bethune Apartments (CO Date: 8/28/20), West River T3D (CO Date: 10/13/23), Is the Contract still Active? Yes ✓ No ___ _ 47 of53 March 14, 2024 Steven P. Kulick, Chief Procurement Officer City of South Miami 6130 Sunset Drive City of South Miami, FL 33143 RE: City of South Miami Request for Qualifications (RFQ) No. CSM2024-01 Dear Mr. Kulick, The City of Tampa has a tremendous working relationship with Related Urban. The Related Urban Team is developing several of the most comprehensive mixed-income and mixed-use master plans in Tampa. Each of these developments is a private-public partnership. Related Urban has demonstrated a staunch commitment to community engagement in shaping each master plan. Accordingly, existing neighborhood stakeholders, both public and private, are thrilled with Related Urban’s work and are involved at every level of the development process. Related Urban is providing housing for households at nearly every income level across Tampa. The team’s ability to create housing for workforce, affordable, and market rate households within the same master plan is a major achievement. It reflects their commitment to existing residents and essential personnel priced out of Tampa’s urban core near our largest employment centers. In all, the City of Tampa continues to enjoy partnering with Related Urban to tackle our toughest challenges. Its work reflects the highest quality of development for our constituents. Sincerely, Jane Castor 31 361 32362REFERENCE #3 Public Entity Name: Riviera Beach Community Redevelopment Agency Reference Contact Person/Title/Department: Annetta Jenkins, Director of Neighborhood Services Contact Number & Email (561) 844-3408, ajenkins@rbcra.com Public Entity Size/Number of Residents/Square Mileage: 858 acres of Riviera Beach, FL Event(s) Completed (include Name of Project/Event, Date of Event Start/Completion, Details on Size/Scope of Work/Complexity) Residences at Marina Village: 148-unit mixed-income and mixed-use development. Is the Contract still Active? Yes ✓ No ----END OF SECTION 4 48 of53 33363RI VI ER A BE:\ C II CO \L\I r \IT Y RED E \' E LOP .\1 E ~ T AGE~ C: Y Florida's Dynamic Waterfront Community March 14, 2024 Steven P. Kulick, Chief Procurement Officer City of South Miami 6130 Sunset Drive City of South Miami, FL 33143 600 W BLUE HERON BLVD, SUITE C-225 RIVIERA BEACH, FL, 33404 PHONE: 561-844-3408 FAX: 561-881-8043 Website: www.rbcra.com RE: City of South Miami Request for Qualifications (RFQ) No. CSM2024-01 Dear Steven, We are collaborating with Related Urban to develop mixed-use, mixed-income housing on the CRA and City's premier publicly owned waterfront land through a new public-private partnership. These projects represent several "firsts" for Riviera Beach. Residences at Marina Village and Gallery at Marina Village will create the first mixed-income and mixed-use housing along Broadway Avenue, the City's primary commercial corridor, anchoring the CRA's new Marina Village Mixed-Use Master Plan. These developments will also introduce the first umestricted market-rate units along Broadway Avenue, as well as the first dedicated workforce units in Riviera Beach. It goes without saying that Related Urban is addressing numerous local needs. The CRA has enjoyed working with Related Urban, whose team has demonstrated a commitment to working with local partners, creativity in financing its projects, and a willingness to structure a public-private partnership that results in a "win-win" for the CRA and Riviera Beach residents. I am thrilled to recommend Related Urban to the City of South Miami for its biggest endeavor. Director of Neighborhood Services Riviera Beach Community Redevelopment Agency DORSEY MIXED USE DEVELOPMENT BY RELATED GROUP 1.7.5. RESPONDENT’S QUALIFICATIONS 34 364 1.7.5.1. “CLASS-A” MIXED-INCOME HOUSING DEVELOPED BY RELATED URBAN Respondent's Qualifications. A copy of the entity’s State Corporate Certificate or other proof from the Florida, Division of Corporations that Respondent is authorized to do business in Florida. Please see the following page for a copy of the entity’s (RUDG, LLC) State Corporate Certificate or other proof from the Florida, Division of Corporations that Respondent is authorized to do business in Florida. LINCOLN GARDENS MIXED-INCOME DEVELOPMENT BY RELATED URBAN LINCOLN GARDENS DEVELOPED BY RELATED URBAN LINCOLN GARDENS DEVELOPED BY RELATED URBAN 35 365 State of Florida Department of State I certify from the records of this office that RUDG, LLC is a limited liability company organized under the laws of the State of Florida, filed on April 23, 2009, effective April 23, 2009. The document number of this limited liability company is L09000039350. I further certify that said limited liability company has paid all fees due this office through December 31, 2024, that its most recent annual report was filed on March 11, 2024, and that its status is active. Given under my hand and the Great Seal of the State of Florida at Tallahassee, the Capital, this the Eleventh day of March, 2024 Tracking Number: 0562681164CU To authenticate this certificate,visit the following site,enter this number, and then follow the instructions displayed. https://services.sunbiz.org/Filings/CertificateOfStatus/CertificateAuthentication 36 366 Please see the following pages for proof that Respondent, one or more of its principals, or entities directly controlled by those principals have been continuous operation for five (5) years. This proof is provided in the form of Local Business Tax Receipts issued by Miami-Dade County for RUDG, LLC for the years 2019, 2020, 2021, 2022 and 2023. 1.7.5.2.Respondent's Qualifications. Proof that Respondent, one or more of its principals, or entities directly controlled by those principals have been in continuous operation for five (5) years. MANOR HIALEAH DEVELOPED BY RELATED GROUP 37 367 LBTLocal Business Tax Receipt Miami-Dade County, State of Florida -THIS IS NOT A BILL - DO NOT PAY BUSINESS NAME/LOCATION RECEIPT NO. EXPIRES Must be displayed at place of business Pursuant to County Code PAYMENT RECEIVED BY TAX COLLECTOR Chapter 8A - Art. 9 & 10 OWNER SEC. TYPE OF BUSINESS For more information, visit www.miamidade.gov/taxcollector The RECEIPT NO. above must be displayed on all commercial vehicles - Miami-Dade Code Sec 8a-276. This Local Business Tax Receipt only conrms payment of the Local Business Tax. The Receipt is not a license, permit, or a certication of the holder’s qualications, to do business. Holder must comply with any governmental or nongovernmental regulatory laws and requirements which apply to the business. 6836044 RUDG LLC 218 SEPTEMBER 30, 2019RUDG LLC 315 S BISCAYNE BLVD 3 FLOOR MIAMI, FL 33131 7109820 FINANCE/INVESTMENT/ HOLDING CO FPPU04-18-017652 RENEWAL 270.00 08/14/2018 38 368 LBTLocal Business Tax Receipt Miami-Dade County, State of Florida -THIS IS NOT A BILL - DO NOT PAY BUSINESS NAME/LOCATION RECEIPT NO. EXPIRES Must be displayed at place of business Pursuant to County Code PAYMENT RECEIVED BY TAX COLLECTOR Chapter 8A - Art. 9 & 10 OWNER SEC. TYPE OF BUSINESS For more information, visit www.miamidade.gov/taxcollector The RECEIPT NO. above must be displayed on all commercial vehicles - Miami-Dade Code Sec 8a-276. This Local Business Tax Receipt only conrms payment of the Local Business Tax. The Receipt is not a license, permit, or a certication of the holder’s qualications, to do business. Holder must comply with any governmental or nongovernmental regulatory laws and requirements which apply to the business. 6836044 RUDG LLC 218 SEPTEMBER 30, 2020RUDG LLC 315 S BISCAYNE BLVD 3 FLOOR MIAMI, FL 33131 7109820 FINANCE/INVESTMENT/ HOLDING CO CREDITCARD-20-002013 RENEWAL 297.00 10/08/2019 39 369 LBTLocal Business Tax Receipt Miami-Dade County, State of Florida -THIS IS NOT A BILL - DO NOT PAY BUSINESS NAME/LOCATION RECEIPT NO. EXPIRES Must be displayed at place of business Pursuant to County Code PAYMENT RECEIVED BY TAX COLLECTOR Chapter 8A - Art. 9 & 10 OWNER SEC. TYPE OF BUSINESS For more information, visit www.miamidade.gov/taxcollector The RECEIPT NO. above must be displayed on all commercial vehicles - Miami-Dade Code Sec 8a-276. This Local Business Tax Receipt only conrms payment of the Local Business Tax. The Receipt is not a license, permit, or a certication of the holder’s qualications, to do business. Holder must comply with any governmental or nongovernmental regulatory laws and requirements which apply to the business. 6836044 RUDG LLC C/O JORGE M PEREZ PRES 218 SEPTEMBER 30, 2021RUDG LLC 315 S BISCAYNE BLVD 3 FLOOR MIAMI, FL 33131 7109820 FINANCE/INVESTMENT/ HOLDING CO FPPU03-20-014212 RENEWAL 270.00 09/29/2020 40 370 41 371 000695 Local Business Tax Receipt Miami-Dade County, State of Florida -THISIS NOT A BILL-DO NOT PAY 6836044 BUSINESS NAMfJI.OCATION RUDG LLC 2850 TIGERTAIL AVE STE 800 MIAMI FL 33133-5346 IIECEIPTNO . RENEWAL 7109820 SEC. TYPE Of BUSINESS LBT EXPIRES SEPTEMBER 30, 2022 Must be displayed at place of business Pursuant to County Code Chapter SA-Art 9 & 10 OWNER RUDG LLC 218 FINANCE/INVESTMENT/HOLDING CO PAYMENT RECEIVED BYTAX COLLECTOR C/0 JORGE M PEREZ CHAIRMAN $297.00 10/11/2021 INT-22--004309 This Local Business Tax Receipt only confinns payment of the local Business Tax. The Receipt is not a license, pennit, or a certification of the holder's qualifications, to do business . Holder must comply with any governmental or nongovernmental regulatory laws and requirements which apply to the business. The RECEIPT NO. above must be displayed on all commercial vehicles -Miami-Dade Code Sec Ba-276 . For more information, visit www.miamidade.gov/taxcollector LBTLocal Business Tax Receipt Miami-Dade County, State of Florida -THIS IS NOT A BILL - DO NOT PAY BUSINESS NAME/LOCATION RECEIPT NO. EXPIRES Must be displayed at place of business Pursuant to County Code PAYMENT RECEIVED BY TAX COLLECTOR Chapter 8A - Art. 9 & 10 OWNER SEC. TYPE OF BUSINESS For more information, visit www.miamidade.gov/taxcollector The RECEIPT NO. above must be displayed on all commercial vehicles - Miami-Dade Code Sec 8a-276. This Local Business Tax Receipt only conrms payment of the Local Business Tax. The Receipt is not a license, permit, or a certication of the holder’s qualications, to do business. Holder must comply with any governmental or nongovernmental regulatory laws and requirements which apply to the business. 6836044 RUDG LLC C/O JORGE M PEREZ CHAIRMAN 218 SEPTEMBER 30, 2023RUDG LLC 2850 TIGERTAIL AVE STE 800 MIAMI, FL 33133-5346 7109820 FINANCE/INVESTMENT/ HOLDING CO INT-22-394362 RENEWAL 270.00 08/22/2022 42 372 1.7.5.3.Respondent's Qualifications. Narrative describing Respondent team’s experience with projects of similar scope, and application to the current proposal, including the methodology for site evaluation, market evaluation, conceptualizing development, design, construction, and occupancy. GALLERY ON THE RIVER MIXED-INCOME DEVELOPMENT BY RELATED URBAN GALLERY AT RIVER PARC MIXED-INCOME DEVELOPMENT BY RELATED URBAN GALLERY ON THE RIVER GALLERY AT WEST BRICKELL RESIDENCES AT SOMI PARC BOULEVARD AT WEST RIVER GALLERY AT RIVER PARC GALLERY AT LUMMUS PARC Related Urban, the mixed-income housing development platform of Related Group, specializes in Public-Private Partnerships and has over $2 Billion in public-private development experience including over 7,500 units since 2009. This includes 27 completed projects in partnership with Miami-Dade County alone. In partnership with Miami-Dade County Department of Public Housing and Community Development, we have collaborated on new affordable, workforce, mixed-income and market-rate housing in South Miami since 2020. Please find an exhibition of our experience with the SoMi P arc Master Plan on the following pages. For an overview of the Respondent team’s experience with projects of similar scope, and application to the current proposal, including the methodology for site evaluation, market evaluation, conceptualizing development, design, construction, and occupancy please see the following pages. RELATED URBAN “CLASS-A” MIXED-INCOME DEVELOPMENTS 43 373 SOMI PARC: Related Urban and Miami-Dade County’s SoMi Parc Master Plan is the $200MM+ mixed-income and mixed-use redevelopment of the County’s South Miami Gardens public housing. Related Urban and Miami-Dade County’s transformative redevelopment plan for the area will include 578 new residences serving affordable, workforce and mixed-income households. In total, Related Urban and Miami-Dade County’s Master Plan will serve nearly every mixed-income rental demographic across South Miami, in addition to creating over 20,000 square feet of new retail space in a walkable, transit-oriented neighborhood. The first phase of the project, Residences at SoMi Parc, will include commercial space for local non-profit organization Branches and new locations for Somerset Academy Pre-Kindergarten and Rod’s Unisex Barbershop. Our master plan also will provide seamless connectivity to South Miami’s transit systems. SOMI PARC MIXED-INCOME MASTER PLAN PARTNERSHIP WITH MIAMI-DADE PHCD RESIDENCES AT SOMI PARC MIXED-INCOME DEVELOPMENT RESIDENCES AT SOMI PARC MIXED-INCOME DEVELOPMENT 44 374 RESIDENCES AT SOMI PARC PROPERTY DETAILS Project Location South Miami, Florida Project Budget $200+ Million Project Completion Date Residences at SoMi Parc (Phase I) currently leasing. Total Project Square Footage 6.2 Acres (268,000 SF) Number of Units 578 Units SOMI PARC MIXED-INCOME MASTER PLAN PARTNERSHIP WITH MIAMI-DADE PHCD RESIDENCES AT SOMI PARC 45 375 Gallery at West Brickell is a public-private partnership between Related Urban, Miami-Dade County Public Schools, and Miami-Dade County Public Housing and Community Development to create essential housing and educational facilities in Miami’ Brickell Financial District. Gallery at West Brickell is the largest single-phase public-private workforce housing development in County history and the largest single issuance of tax-exempt multifamily bond financing by the County’s Housing Finance Authority. The project is a 29-story mixed-income, mixed-use development featuring 465 residences, including 163 units set-aside for workforce and affordable households earning 30% AMI, 50% AMI, and 140% AMI. The remaining 302 units are market rate housing. The project features 2,000 SF of ground-floor retail space . Given the lack of affordable and workforce housing in the area, this deal promises to be transformative, providing homes for many who might otherwise have had to relocate due to high housing costs in Miami’s Central Business District and surrounding communities. Construction has recently topped off. All units, regardless of income level served, will include best-in-class market-rate finishes. Amenities include an expansive sun deck, resort-style swimming pool, state-of-the-art fitness center, pet-friendly spaces, a podcast studio, Wi-Fi-enabled coworking space; and a 3,000-square-foot space in the lobby that will host an art gallery with revolving exhibits of local underprivileged young artists, as well as space for events and social gatherings. Our project is designed as luxury housing within the Brickell neighborhood . CITYPLACE DORAL - PROJECT INFORMATION GALLERY AT WEST BRICKELL PARTNERSHIP WITH MIAMI-DADE PHCD GALLERY AT WEST BRICKELL MIXED-INCOME DEVELOPMENT GALLERY AT WEST BRICKELL MIXED-INCOME DEVELOPMENT 46 376 PROPERTY DETAILS Project Location Miami, Florida Project Budget $189.8MM in Total Development Cost Project Completion Date Q3 2025 Total Project Square Footage 301,351 Residential SF Number of Units 465 Units 681 constructed; 671+ in pre-development) GALLERY AT WEST BRICKELL MIXED-INCOME DEVELOPMENT GALLERY AT WEST BRICKELL MIXED-INCOME DEVELOPMENT GALLERY AT WEST BRICKELL MIXED-INCOME DEVELOPMENT GALLERY AT WEST BRICKELL PARTNERSHIP WITH MIAMI-DADE PHCD 47 377 GALLERY AT WEST BRICKELL MIXED-INCOME DEVELOPMENT GALLERY AT WEST BRICKELL MIXED-INCOME DEVELOPMENT GALLERY AT WEST BRICKELL PARTNERSHIP WITH MIAMI-DADE PHCD 48 378 MARINA VILLAGE: Situated along Broadway Avenue, Riviera Beach’s commercial corridor, and within steps of the City’s waterfront, Related Urban and Riviera Beach CRA’s Marina Village Master Plan will deliver the first market rate and workforce units within a new public-private, mixed-use district (Marina Village). The City and CRA are leasing its most valuable, waterfront land to Related Urban for this master plan. Our partnership will create a new signature mixed-use gateway into Riviera Beach. New mixed-use housing including ground-floor retail space and structured parking will activate Broadway Avenue. Residents will have immediate access to Riviera Beach’s waterfront and other mixed-use developments in planning. Featuring 148 units, Residences at Marina Village will become the first “Class-A” mixed-income development in Riviera Beach. The eight-story public-private development represents a concerted effort by Riviera Beach CRA and Related Urban to mitigate Riviera Beach’s workforce housing crisis impacting “missing-middle” families. Gallery at Marina Village includes 418 units serving predominantly market rate households in two twenty-story towers. Each building’s ground-floor includes an expansive private clubroom featuring a business center with conference facilities and private individual workspaces; a state-of-the-art fitness center offering high-tech strength and cardio equipment; bike storage; and museum-quality Interior / exterior art installations, curated through the Related Arts Program. The projects feature swimming pools, anchored by a landscaped pool terrace and outdoor bar and grill. Marina Village is ideally located within a ten-minute drive of Palm Beach County’s Mangonia Park TriRail Station, taking passengers directly into Downtown West Palm Beach within a five-minute train ride. Or, Downtown West Palm Beach can be accessed within a twenty-minute drive via Broadway Avenue. CITYPLACE DORAL - PROJECT INFORMATION The master plan is a resilient and sustainable hub that will revitalize the area with expansive neighborhood amenities including new “micro” retail opportunities for local entrepreneurs; new green space; a new community amphitheater; a West Tampa Job Training Center; a brick observation “cigar” tower paying homage to West Tampa’s history; and a new West Tampa Arts and Cultural Center programmed in partnership with local historians. Related Urban also has committed to a minimum $75 million in contracts to minority and woman-owned local businesses. MARINA VILLAGE MIXED-INCOME MASTER PLAN PARTNERSHIP WITH RIVIERA BEACH CRA RESIDENCES AT MARINA VILLAGE MIXED-INCOME DEVELOPMENT 49 379 PROPERTY DETAILS Project Location Riviera Beach, Florida Project Budget $200+ Million Project Completion Date Phase I (2027), Phase II in Pre-Development Total Project Square Footage Number of Units 566 Units 21 RESIDENCES AT MARINA VILLAGE MIXED-INCOME DEVELOPMENT MARINA VILLAGE MIXED-INCOME MASTER PLAN PARTNERSHIP WITH RIVIERA BEACH CRA GALLERY AT MARINA VILLAGE MARKET-RATE / WORKFORCE DEVELOPMENT 50 380 WEST RIVER: Related Urban and Tampa Housing Authority’s West River Master Plan is the $700MM+ mixed-income and mixed-use redevelopment of the City of Tampa’s 44-acre North Boulevard Homes public housing complex, the City’s oldest public housing project. Related Urban and Tampa Housing Authority’s transformative redevelopment plan for the area will include 1,352 new residences serving essential, mixed-income households. At least 820 rental units will be affordable to families earning less than 80 percent of area median income (AMI). In total, Related Urban and Tampa Housing Authority’s Master Plan will serve nearly every mixed-income rental and homeownership demographic across Tampa, in addition to creating 177,000 square feet of new retail and office space in a walkable, transit-oriented neighborhood. West River will include a Publix Grocery Store, which will become the neighborhood’s first national grocery store. Our master plan also will provide seamless connectivity to the City of Tampa’s new Riverwalk extension, offering “walk-bike-hike” opportunities to residents of all income levels within the area. Finally, West River will include a new Central Greenway Park for the community. This approximately 1.5-Acre park features several existing Grand Oak Trees, which were able to be preserved and protected during the construction of the project. These trees also served as the inspiration and primary design element guiding the overall shape of the park design. The park features custom walkways with exposed aggregate finishes, a large event lawn, two arbor shade structures, a performance stage, two gathering plazas, and a custom world-class sculpture by Ya La’Ford, set in a playful labyrinth formed from vegetation. CITYPLACE DORAL - PROJECT INFORMATION The master plan is a resilient and sustainable hub that will revitalize the area with expansive neighborhood amenities including new “micro” retail opportunities for local entrepreneurs; new green space; a new community amphitheater; a West Tampa Job Training Center; a brick observation “cigar” tower paying homage to West Tampa’s history; and a new West Tampa Arts and Cultural Center programmed in partnership with local historians. Related Urban also has committed to a minimum $75 million in contracts to minority and woman-owned local businesses. WEST RIVER MIXED-INCOME MASTER PLAN PARTNERSHIP WITH TAMPA HOUSING AUTHORITY MARY BETHUNE HIGH-RISE APARTMENTS MARY BETHUNE HIGH-RISE APARTMENTS BOULEVARD FLOW BOULEVARD TOWER 2 51 381 PROPERTY DETAILS Project Location Tampa, Florida Project Budget $700 Million Project Completion Date Q4 2026 Total Project Square Footage 44 Acres (1.91 million SF) Number of Units 1,352+ Units 23 681 constructed; 671+ in pre-development) WEST RIVER MIXED-INCOME MASTER PLAN PARTNERSHIP WITH TAMPA HOUSING AUTHORITY THE BOULEVARDS AT WEST RIVER THE CANOPY AT WEST RIVER 52 382 WEST RIVER MIXED-INCOME MASTER PLAN PARTNERSHIP WITH TAMPA HOUSING AUTHORITY THE BOULEVARDS AT WEST RIVER BOULEVARD TOWER 2 BOULEVARD TOWER 2 BOULEVARD FLOW 53 383 ROME YARD: Located on Downtown Tampa’s Riverfront, adjacent to Related Urban and Tampa Housing Authority’s West River Mixed-Income Master Plan, the Rome Yard Master Plan is set to transform a vacant City of Tampa maintenance yard into a $450+ million mixed-use and mixed-income neighborhood. A joint venture between Related Urban, THA, and the City of Tampa, Rome Yard will include 954 mixed-income units comprising rental and for-sale options for mixed-income households. Several hundred units will be dedicated for workforce and / or affordable households in the historic West Tampa community. The master plan is a resilient and sustainable hub that will revitalize the area with expansive neighborhood amenities including new “micro” retail opportunities for local entrepreneurs; new green space; a new community amphitheater; a West Tampa Job Training Center; a brick observation “cigar” tower paying homage to West Tampa’s history; and a new West Tampa Arts and Cultural Center programmed in partnership with local historians. Related Urban has committed to a minimum $75MM in contracts to minority and woman-owned local businesses. ROME YARD MIXED-INCOME MASTER PLAN PARTNERSHIP WITH THE CITY OF TAMPA & THA THE AMPHITHEATER AT ROME YARD FOR-SALE TOWNHOMES AT ROME YARD 54 384 PROPERTY DETAILS Project Location Tampa, Florida Project Budget $450 Million Project Completion Date Q3 2026 Total Project Square Footage 18 Acres (900,000 SF) Number of Units 954 Units Numbers verified with CC ROME YARD MIXED-INCOME MASTER PLAN PARTNERSHIP WITH THE CITY OF TAMPA & THA ROME YARD MASTER PLAN ROME YARD MASTER PLAN 55 385 ROME YARD MIXED-INCOME MASTER PLAN PARTNERSHIP WITH THE CITY OF TAMPA & THA GROUND-FLOOR RETAIL AT ROME YARD ROME YARD MASTER PLAN 56 386 RIVER PARC: Adjacent to Marlins Park and fronting the Miami River, Related Urban’s 22-acre redevelopment of Miami-Dade County’s “Senior Public Housing Campus” in Little Havana will create over 2,600 new mixed-income units. This campus previously solely included elderly public housing residents, and is now being transformed into a multigenerational, mixed-income campus with affordable, workforce, and mixed-income households - with zero displacement of the 800 existing elderly public housing residents, who will remain on-site in beautiful new accommodations and continue to pay the same rent. River Parc is setting a new standard for mixed-income housing in Miami’s urban core. In addition to the 1,800 new units of affordable, workforce and mixed-income housing, Related Urban is currently rehabilitating 800 units across three existing elderly public housing towers on the campus: Robert King High Towers, Haley Sofge, and Martin Fine Villas. All residents have remained on-site during this work. The master plan’s first mixed-income development, Gallery at River Parc, was completed in May 2021 and features income levels across 30% AMI, 50% AMI, 80% AMI, and 140% AMI. In fact, Gallery at River Parc itself is actually a multigenerational, mixed-income development with elderly public housing residents living among mixed-income professionals and families. The ground floor is anchored with new commercial space for a local doctor’s office and museum-quality art for residents. Several future mixed-income phases are in pre-development, and plan’s next mixed-income phase, Paseo Del Rio, opened in late 2023. CITYPLACE DORAL - PROJECT INFORMATION RIVER PARC MIXED-INCOME MASTER PLAN PARTNERSHIP WITH MIAMI-DADE PHCD GALLERY AT RIVER PARC 57 387 PROPERTY DETAILS Project Location Miami, Florida Project Budget $1.2 Billion Project Completion Date 2027 Total Project Square Footage 22 Acres (958,000 SF) Number of Units 2,600+ Units 29 (518 completed; 2,100+ under construction or in pre-development) RIVER PARC MIXED-INCOME MASTER PLAN PARTNERSHIP WITH MIAMI-DADE PHCD BRISAS DEL RIO BRISAS DEL RIO PASEO DEL RIO 58 388 RIVER PARC MIXED-INCOME MASTER PLAN PARTNERSHIP WITH MIAMI-DADE PHCD BRISAS DEL RIO GALLERY AT RIVER PARC PASEO DEL RIO PASEO DEL RIO GALLERY AT RIVER PARC GALLERY AT RIVER PARC 59 389 Related Group: $50 Billion+ in Financing Experience Across All Product Types The Related Group has worked with nearly every major financial institution in the Country across a wide range of financing structures. Related has financed over 100,000 units, comprising over $50 Billion in capital raised to facilitate its developments. The Related Group has longstanding relationships with major lenders for construction and permanent financing and tax credit equity investors, including Bank of America, JPMorgan Chase, Citi Community Capital, Raymond James Tax Credit Funds, Grandbridge Real Estate Capital, Hudson Housing Capital, Regions Bank, Rockpoint Group, The Carlyle Group, Bank OZK, Redstone Bank, Greystone and Goldman Sachs Urban Investment Group. The Related Group translates its development expertise across affordable and workforce housing, luxury high-rise condominiums and market rate communities, as well as urban mixed-use centers into every project. Please see the following page for examples of our recent financial partners. Related Urban: Over $2 Billion in Financing Experiencing Across Florida Related Urban has successfully financed over 7,500 affordable, workforce, and market rate units utilizing both 4% LIHTC / tax-exempt bond financing and 9% Low-Income Housing Tax Credits. To better serve middle income households and working families in gentrifying urban areas, Related Urban pioneered one of the country’s first successful 80 / 20 mixed-income workforce models, called Related’s ‘Gallery’ brand, creating new Class-A workforce housing alternatives for low-income, affordable, workforce and unrestricted market rate households within the same community. This brand has further established Related Urban’s financial creativity and continues to bring new social and economic diversity to emerging urban communities across Miami-Dade County. In addition to institutional equity and debt, Related Urban has previously secured nearly all forms of competitive subordinate funding in Florida, including SAIL Funds, SHIP Funds, Affordable Housing Trust Funds, Neighborhood Stabilization Funds, HOME Funds, HODAG Funds, and Surtax Funds. 1.7.5.4.Respondent's Qualifications. Narrative describing Respondent team’s experience with financing projects of similar scope to the subject project, including relationships with lenders, equity partners, etc. LINCOLN GARDENS DEVELOPED BY RELATED URBAN 60 390 61 391 100,000+ UNITS BUILT & MANAGED [a RELATED $50 BILLION+ CAPITAL RAISED REVITALIZING URBAN NEIGHBORHOODS EQUITY PARTNERS LENDERS @ AthosCapital Partners ~~~ ALLE NMORRIS BOSTON FINANCIAL l'\Vl•,S'J \ff 1 ._tA 'AGl'.'\H '.'r.J l HUDSON HOUS I NG CAP ITAL JJll RABINA PROPERTI ES bto J LJ BANK OF AMERICA ROCKPOINT G R O U P ~ PGIM HEITMAN ~ ••I ... O l•itwnOl10tMl •••••ot•l~l"l" THE CARLYLE GROUP BBVA Ban co m er BANK OF AMERICA Blackstone () Principal" Deutsche Bank m FIFTH THIRD BANK BARINGS ALDEN TORCH Fl CIAL ■ Bellw ether · A ■En terprise REGIONS City National Bank ~ CANYON ~CAPITAL ..... BANK BERKADI~ ---- C APITAL ADVISORS I" ( I l \ 0 I\ C. CO t PO I \TIO\ CEDAR RAPIDS BANK& TRUST <) BankOZK ~ Scotiabank ' IZ] -.,£TPG J P M ORGAN C HASE &CO. 6Santander ~ Freddie Mac I NEIOHIO.HOOO LEHOIHO PA. 1' H ( It S @) Fannie Mae- KeyBank cffibank 0-W. GRANDBR IDGE REAL ESTATI: CAPITAL I J. ~~ Banco General Please see the following pages for copies of the following: ●Respondent’s professional, occupational, and business licenses, and certifications; and, ●Professional, occupational, and business licences and certifications possessed by supporting firms, contractors, or subcontractors. 1.7.5.5.Respondent's Qualifications. Copies of Respondent’s professional, occupational, and business licenses, and certifications, as well as those professional, occupational, and business licenses and certifications possessed by supporting firms, contractors, or subcontractors. RIVER PARC MIXED-INCOME MASTER PLAN DEVELOPMENT BY RELATED URBAN 62 392 LBTLocal Business Tax Receipt Miami-Dade County, State of Florida -THIS IS NOT A BILL - DO NOT PAY BUSINESS NAME/LOCATION RECEIPT NO. EXPIRES Must be displayed at place of business Pursuant to County Code PAYMENT RECEIVED BY TAX COLLECTOR Chapter 8A - Art. 9 & 10 OWNER SEC. TYPE OF BUSINESS For more information, visit www.miamidade.gov/taxcollector The RECEIPT NO. above must be displayed on all commercial vehicles - Miami-Dade Code Sec 8a-276. This Local Business Tax Receipt only conrms payment of the Local Business Tax. The Receipt is not a license, permit, or a certication of the holder’s qualications, to do business. Holder must comply with any governmental or nongovernmental regulatory laws and requirements which apply to the business. 6836044 RUDG LLC C/O JORGE M PEREZ CHAIRMAN 218 SEPTEMBER 30, 2024RUDG LLC 2850 TIGERTAIL AVE STE 800 MIAMI, FL 33133-5346 7109820 FINANCE/INVESTMENT/ HOLDING CO FPPU05-23-003317 RENEWAL 270.00 08/01/2023 63 393 64 394 Melanie S. Griffin, SecretaryRon DeSantis, GovernorSTATE OF FLORIDADEPARTMENT OF BUSINESS AND PROFESSIONAL REGULATIONBOARD OF ARCHITECTURE & INTERIOR DESIGNTHE ARCHITECT HEREIN IS LICENSED UNDER THEPROVISIONS OF CHAPTER 481, FLORIDA STATUTESFORT BRESCIA, BERNARDO MDo not alter this document in any form.ARQUITECTONICA INTERNATIONAL CORPORATIONLICENSE NUMBER: AR0008779EXPIRATION DATE: FEBRUARY 28, 2025This is your license. It is unlawful for anyone other than the licensee to use this document.2900 OAK AVEMIAMI FL 33133Always verify licenses online at MyFloridaLicense.com65395 Proof of Licensure/Certifications March 9, 2023 KIMLEY-HORN AND ASSOCIATES, INC. 421 FAYETTEVILLE ST STE 600RALEIGH, NC 27601-1777 Detach Here Under the provisions of Chapter 472, Florida Statutes Professional Surveyor and Mapper Business License KIMLEY-HORN AND ASSOCIATES, INC.421 FAYETTEVILLE ST STE 600RALEIGH, NC 27601-1777 This is to certify that the professional surveyor and mapper whose name and address are shown above is licensed as required by Chapter 472, Florida Statutes. WILTON SIMPSONCOMMISSIONER OF AGRICULTURE License No.: LB696 Expiration Date February 28, 2025 Florida Department of Agriculture and Consumer Services Division of Consumer Services Board of Professional Surveyors and Mappers 2005 Apalachee Pkway Tallahassee, Florida 32399-6500 800HELPFLA(435-7352) or (850) 488-2221 Florida Department of Agriculture and Consumer ServicesDivision of Consumer ServicesBoard of Professional Surveyors and Mappers2005 Apalachee Pkway Tallahassee, Florida 32399-6500 SUBJECT: Professional Surveyor and Mapper Business Certificate # LB696 Your application / renewal as a professional surveyor and mapper business as required by Chapter 472, Florida Statutes, has been received and processed. The license appears below and is valid through February 28, 2025. You are required to keep your information with the Board current. Please visit our website at www.800helpfla.com/psm to create your online account. If you have already created your online account, you can use the website to maintain your license. You can also find other valuable information on the website. If you have any questions, please do not hesitate to call the Division of Consumer Services, Board of Professional Surveyors and Mappers at 800-435-7352 or 850-488-2221. 66 396 67397The U.S. Green Building Council hereby certifies that Jason Biondi has successfully de1nonstrated lrnowledge of the green building design and construction industry and the Leadership in Energy and Environmental Design (LEED®) v2 Green Building Rating System, Resources and Process required to be awarded the title of LEED® v2 Accredited Professional LEED • Kevin Hydes, Chairman S.Richard Fedrizzi Pre ident, PASEO DEL MIXED-USE & MIXED-INCOME DEVELOPMENT BY RELATED URBAN 1.7.5.6. SPECIALIZED EXPERIENCE 68 398 1.7.5.6.1.Describe and document knowledge and experience in the following area: Construction of Mixed-Use Vertical Developments. ICON MIDTOWN / WHOLE FOODS MIXED-USE DEVELOPMENT BY RELATED GROUP MIXED-USE PLACEMAKING EXPERIENCE Arquitectonica has a proven track record of developing large-scale, city-defining, vibrant, mixed-use projects that serve as the centerpiece to their communities. We bring this worldly design experience of community and civic centers, municipal, public assembly, cultural and parking structures together and as a regular practice share it with all the offices. It allows us to be more efficient planners and designers. Civic Architecture and Design Arquitectonica believes that great architecture goes beyond addressing functional needs and touches us in a way that enriches our lives. Shape and form must be given to buildings in a way that goes beyond satisfying the technical and programmatic requirements. A building must work in these aspects as well as inspire and excite the senses. Arquitectonica prides itself on the firm’s ability to develop creative and inspired urban civic building designs that have a positive impact on the environment and the lives of the people who use them. The firm strives to give meaning to its buildings, integrating local context and positioning them as benchmarks in the evolution of the cities in which they reside. Civic architecture has long utilized classical vocabulary to embody a sense of order, compositional balance and permanence. The implied dignity, stability and solidity of the purpose and principles of this architecture are a tradition that should be upheld while reaffirming these fundamentals within the parameters of modern architecture relevant to the times. Arquitectonica will strive to position the new city hall and city center as a benchmark in the evolution of South Florida’s architecture. The image of the campus and each building within it will be an expression of its function and a circumstance of place as Arquitectonica seeks to expand the possibilities for architectural expression, drawing on international experience that has allowed the transformation of potentially ordinary buildings into manifestations of emerging urbanity. Arquitectonica recognizes the local history, the local culture, the local environment, and the economic and political forces which continue to shape the direction of the local community. Arquitectonica will look to the site’s natural setting, urban condition, history, future ambition and other contextual factors for inspiration in designing the campus. Having designed, and seen built, hundreds of buildings in Miami-Dade County, the firm is sensitive to the local factors that will contribute to an appropriate design for the project. Maintaining respectful responses to the South Florida environment, historical context and principles will remain paramount in shaping the character of the buildings. An important component of the design of the city hall and adjacent uses is its design awareness and responsiveness to the complexity of its functions and purpose. One of the traditional objectives that remains in our intent is the ability to communicate the sense of authority and to preserve the order established by that authority. The architecture is to provide the proper setting to communicate the extreme importance of the function of the location. To this end, the architecture, interior design and the hierarchical arrangement of spaces, clarity of circulation, and proper sequencing of functions are essential. Related Group Mixed-Use Vertical Experience Related Group is one of Florida’s largest mixed-use developers. Within a one-mile radius of Downtown Miami alone, the firm has developed 10,000+ mixed-use rental and for-sale condominium units. Other examples include Wynwood 25, the first mixed-use rental community in Miami’s Wynwood neighborhood, and CityPlace Doral, a premier rental and shopping destination. Related has the country’s deepest expertise in sophisticated high-rise and mixed-use development. Related Group has executed high-rise, transit-oriented developments, including Loft Downtown II – developed over an active Metromover line – alongside signature mixed-use projects including Residences at SoMi Parc, Gallery at West Brickell, Gallery at River Parc, Paseo del Rio, Park Grove; Auberge Beach Residences & Spa: 500 Brickell; 50 Biscayne; Icon Las Olas; Icon Central; Icon Buckhead; Icon Midtown; Beachwalk; Brickell Heights; SLS LUX; SLS Brickell Hotel & Residences; Icon Brickell; Wynwood 25; The Annex; Regatta at New River; One Ocean; Mybrickell; The Bradley; Hyde Beach House; Hyde Resort & Residences; Hyde Midtown; Marea; CityPlace Doral; and GranParaiso. Related’s experience in transit-oriented, mixed-use development provides further credence to our capacity for successfully managing this project and our active pipeline. Simply stated, no other developer can leverage both the technical mixed-use development experience and public-private partnership experience in successfully executing this project as can Related Urban. Our signature master plans demonstrate activation of the urban core (daytime and night-time activity), a thoughtful mix of uses (e.g. business, corporate, government, hospitality, cultural) with ample residential density, civic and social impact, retail and pedestrian uses that activate the street, placemaking and iconic entrances, an urban street grid, strategic parking and transit plans, integration of important public assets, and stunning landscape architecture. 69 399 Arquitectonica Mixed-Use Placemaking Experience Arquitectonica has a proven track record of developing large-scale, city-defining, vibrant, mixed-use projects that serve as the centerpiece to their communities. We bring this worldly design experience of community and civic centers, municipal, public assembly, cultural and parking structures together and as a regular practice share it with all the offices. It allows us to be more efficient planners and designers. Civic Architecture and Design Arquitectonica believes that great architecture goes beyond addressing functional needs and touches us in a way that enriches our lives. Shape and form must be given to buildings in a way that goes beyond satisfying the technical and programmatic requirements. A building must work in these aspects as well as inspire and excite the senses. Arquitectonica prides itself on the firm’s ability to develop creative and inspired urban civic building designs that have a positive impact on the environment and the lives of the people who use them. The firm strives to give meaning to its buildings, integrating local context and positioning them as benchmarks in the evolution of the cities in which they reside. Civic architecture has long utilized classical vocabulary to embody a sense of order, compositional balance and permanence. The implied dignity, stability and solidity of the purpose and principles of this architecture are a tradition that should be upheld while reaffirming these fundamentals within the parameters of modern architecture relevant to the times. Arquitectonica will strive to position the new city hall and city center as a benchmark in the evolution of South Florida’s architecture. The image of the campus and each building within it will be an expression of its function and a circumstance of place as Arquitectonica seeks to expand the possibilities for architectural expression, drawing on international experience that has allowed the transformation of potentially ordinary buildings into manifestations of emerging urbanity. Arquitectonica recognizes the local history, the local culture, the local environment, and the economic and political forces which continue to shape the direction of the local community. Arquitectonica will look to the site’s natural setting, urban condition, history, future ambition and other contextual factors for inspiration in designing the campus. Having designed, and seen built, hundreds of buildings in Miami-Dade County, the firm is sensitive to the local factors that will contribute to an appropriate design for the project. Maintaining respectful responses to the South Florida environment, historical context and principles will remain paramount in shaping the character of the buildings. An important component of the design of the city hall and adjacent uses is its design awareness and responsiveness to the complexity of its functions and purpose. One of the traditional objectives that remains in our intent is the ability to communicate the sense of authority and to preserve the order established by that authority. The architecture is to provide the proper setting to communicate the extreme importance of the function of the location. To this end, the architecture, interior design and the hierarchical arrangement of spaces, clarity of circulation, and proper sequencing of functions are essential. 70 400 Mixed-Use Design Increasingly, people are moving from rural areas to cities in search of the twin goals of better economic opportunities and enriched lifestyles. Arquitectonica is at the forefront of this shift by designing mixed-use developments that serve the myriad needs of these fast-growing cities, from multi-family, high-rise housing with luxury amenities to walkable neighborhoods that feature retail, commercial and open spaces. The firm strives to create experience-rich, socially-dynamic communities that bring people together to live, work, play and stay and thrive in truly integrated environments. That creates better business opportunities for our clients and better communities for us all. The trend towards urbanization is not only focused on the live, work, and play model, but also infused with the intangible elements that instill soul into daily life. Arquitectonica designs mixed-use environments that unlock a diverse, urban lifestyle and breathes new life into cities. The key lies in activating the voids between buildings where social interactions reside. Weaving these intangibles into our projects is vital to creating impactful and successful mixed-use developments that elevate the human experience. Arquitectonica continues to seek new solutions to mixed-use developments. The firm’s creativity is possible due to the full understanding of urban planning, historical principles and global trends, resultant from experience in the design of multiple mixed-use developments in the USA, Latin America, Europe, the Middle East and Asia. The firm’s well-known for its large-scale mixed-use projects that include Brickell City Centre in Miami; Taikoo Hui in China; The Gateway and Sky Towers in Abu Dhabi; Hudson Yards and Queens West in New York; International Finance Center in Seoul; and the Port of Xiamen in China. BRICKELL CITY CENTER MIXED-USE DEVELOPMENT 71 401 WYNWOOD 25: WYNWOOD’S FIRST “CLASS-A” MIXED-USE APARTMENTS UCHI RESTAURANT AT WYNWOOD 25 THE BRADLEY: WYNWOOD’S FIRST MIXED-USE LUXURY APARTMENTS AND HOTEL SALT & STRAW ICE CREAM PARLOR AT WYNWOOD 25 THE ANNEX: WYNWOOD’S FIRST “CLASS-A” BOUTIQUE CREATIVE OFFICE SPACE WYNWOOD 25: WYNWOOD’S FIRST “CLASS-A” MIXED-USE APARTMENTS UCHI RESTAURANT AT WYNWOOD 25 WYNWOOD 25: WYNWOOD’S FIRST “CLASS-A” MIXED-USE APARTMENTS RELATED MIXED-USE EXPERIENCE WYNWOOD MIXED-USE DISTRICT 72 402 RELATED MIXED-USE EXPERIENCE BRICKELL CITY CENTRE MIXED-USE DISTRICT SLS BRICKELL OJO DE AGUA AT SLS LUX DRYBAR AT BRICKELL HEIGHTS SOULCYCLE AT BRICKELL HEIGHTS BRICKELL HEIGHTS 73 403 RELATED MIXED-USE EXPERIENCE BRICKELL CITY CENTRE MIXED-USE DISTRICT CAPITAL ONE CAFE AT BRICKELL HEIGHTS SAAM AT SLS BRICKELL FI’LIA AT SLS BRICKELL SLS LUXROSETTA BAKERY AT BRICKELL HEIGHTS S BAR AT SLS LUX EQUINOX AT BRICKELL HEIGHTS 74 404 RELATED MIXED-USE EXPERIENCE PARK GROVE MIXED-USE DISTRICT PARK GROVE KOKO AT PARK GROVE 2850 TIGERTAIl: BOUTIQUE CLASS-A OFFICE SPACE PARK GROVE SADELLE’S AT PARK GROVE 75 405 RELATED MIXED-USE EXPERIENCE “CLASS-A” OFFICE DEVELOPMENT 2850 TIGERTAIL 2850 TIGERTAIL THE DORSEY WYNWOOD 2850 TIGERTAIL THE ANNEX WYNWOOD THE ANNEX WYNWOOD THE ANNEX WYNWOOD 76 406 1.7.5.6.2.Describe and document knowledge and experience in the following area: Development of Government Facilities. ICON BAY PARK DEVELOPED BY RELATED GROUP Related Group Governmental Facilities: Icon Bay Park in Partnership with City of Miami Related Group developed Icon Bay: a 40-story, bayfront condominium building located in Edgewater Miami, which includes a public park, Icon Bay Park. Icon Bay Park has become one of the first new parks built in Edgewater in some time. It is the only neighborhood park between Margaret Pace Park and greenspace between the Julia Tuttle Causeway ramps (Martell Park and Stearns Park). The City of Miami’s new Icon Bay Park is part of a Public-Private Partnership designed to unlock the value of a formerly inaccessible waterfront location. Designed by ArquitectonicaGEO, the waterfront park offers more than 400 linear feet of promenade along Biscayne Bay, and an elegantly styled pocket park situated beneath and between the Icon Bay, and the Bay itself. Numerous amenities are available to the public, including exercise stations, a fenced dog park and a variety of sculptures and murals. Visually connected, yet physically separated pool and lounging areas offer amenities to the residents of the adjacent residential tower. Native plantings enhance the promenade, park and grand porte-cochere. Icon Bay Park offers urban design innovation that combines public benefit with responsible residential planning. It will be maintained in perpetuity by Related Group. Kimley Horn Governmental Experience Kimley Horn has provided services, such as civil engineering, landscape architecture, and traffic services, on a range of governmental facilities across Florida. These include a fire station and Emergency Operations Center (EOC) on Sample Road for the City of Lighthouse Point; the City of North Lauderdale City Hall Renovation Project; the City of Sunrise “City Center” project featuring a new City Hall and Municipal Campus; and, the Town of Jupiter’s Town Hall. 77 407 ICON BAY PARK ICON BAY PARK ICON BAY PARK ICON BAY PARK 78 408 Arquictectonica Governmental Facilities: Public Library / Educational Experience Library Design Arquitectonica's expertise in library design is underscored by its extensive portfolio of projects that enrich public institutions and educational facilities worldwide. From Miami, to California, to Hong Kong, the firm has left its mark on award-winning educational spaces that incorporate state-of-the-art library and media centers. Notable examples include the Foster City Public Library in California, the Wilkie D. Ferguson Jr. United States Federal Courthouse and Law Library in Miami, and the CyberLibrary & Digital Media Center at Hong Kong University's Information Technology Campus. Libraries and Media Centers require the utilization and integration of technology, and strategies to creatively serve needs. To determine which approaches are appropriate, the design team will encourage open and productive discussions among the library’s leadership, staff, key stakeholders, and project team. Since the Arquitectonica team knows and understands current library standards, the team will have no learning curve, and will be able to focus time and effort in creating a modern library facility tailored to the needs of the branch’s patrons and staff. In addition, Arquitectonica has worked on educational institutions such as the Ransom Everglades Middle School Library and the International Swimming Hall of Fame, Museum, and Library in Fort Lauderdale. Each reflects our commitment to creating inspiring spaces that foster learning, creativity, and community engagement. In more recent years Arquitectonica has been engaged with Miami-Dade County on studies on the relocation of the Main Library in downtown Miami across from the Government Center. DENNIS C. MOSS CULTURAL ARTS CENTER - ARQ 79 409 FIU SCHOOL OF INTERNATIONAL & PUBLIC AFFAIRS - ARQ FIU SCHOOL OF INTERNATIONAL & PUBLIC AFFAIRS - ARQ DENNIS C. MOSS CULTURAL ARTS CENTER - ARQ DENNIS C. MOSS CULTURAL ARTS CENTER - ARQ 80 410 HIGH SCHOOL FOR CONSTRUCTION TRADES, ENGINEERING AND ARCHITECTURE - ARQ HIGH SCHOOL FOR CONSTRUCTION TRADES, ENGINEERING AND ARCHITECTURE - ARQ DENNIS C. MOSS CULTURAL ARTS CENTER - ARQ DENNIS C. MOSS CULTURAL ARTS CENTER - ARQ 81 411 Arquictectonica Governmental Facilities: Public Safety Design Public Safety Design Arquitectonica’s expertise in public safety design can ensure the City’s full project, the location, and the architectural design is well suited to the people who use it and the community it serves. The team recognizes that municipal buildings represent the communities they reside in and Arquitectonica’s designs reflect the essence of each community. The team’s experience and comprehensive skill sets, together with a teaming relationship with clients, lead the way to successfully tackling the design challenges that are unique to public safety. Arquitectonica’s innovative designs combined with the newest technologies will make the project more efficient and cost effective. The firm worked on projects with local police departments, fire stations, United States Marshall, judicial and administrative functions. These facilities have special design needs that include a high level of security, a hardened facility, community space, secure parking, and advanced technology needs. Arquitectonica’s team has the compressive experience that it will take to address the specific needs of all user groups for your facility. Projects including Aventura Government Center hosts the city’s police headquarters, Franklin County Courthouse in Ohio which hosts the Columbus Sherrif’s Headquarters, Town of Gates Police and Ambulance Substation in New York, and Brickell City Centre’s inhouse Fire station are all prime examples where Arquitectonica proves we can seamlessly provide the highest caliber of expertise to achieve your project objectives. AVENTURA GOVERNMENT CENTER - ARQ 82 412 FRANKLIN COUNTY COURTHOUSE - ARQ EAST LOS ANGELES COLLEGE ARTS CAMPUS - ARQ FRANKLIN COUNTY COURTHOUSE - ARQ 83 413 1.7.5.6.3. Related Urban: Vertically-Integrated Development, Construction, and Management Related Urban is a vertically-integrated firm with an affiliated General Contractor, Related Urban Construction, and an affiliated Property Manager, TRG Management. Related Urban Construction is a general contracting and construction management firm specializing in mixed-income and mixed-use construction for Related Urban. This vertical approach ensures that mixed-income housing is delivered as cost effectively as possible for our public partners on-time and on-budget. Related Urban Construction has constructed numerous affordable, workforce, and mixed-income developments with adaptive and activated mixed-use components. TRG Management oversees leasing and property management efforts for each of Related’s market rate, workforce, and affordable housing developments. TRG has managed over 100,000 units, predominantly in the State of Florida, with a dedicated office based in Weston. Related Group: Over 100 Projects Constructed in Florida According to the Florida Building Code Please see the following pages for a list of projects completed by Related Group, inclusive of Related Urban, in the state of Florida. All projects have been built to the standards required by the Florida Building Code and demonstrate Related’s unique positioning as Florida’s most prominent development company. Describe and document knowledge and experience in the following area: Florida Building Code. MAREA DEVELOPED BY RELATED GROUP 84 414 RELATED FLORIDA BUILDING CODE EXPERIENCE: CONDOMINIUMS PROJECT LOCATION Ritz Carlton Tampa Tampa, FL 50 Biscayne Miami, FL 500 Brickell Miami, FL Apogee Miami Beach, FL Auberge Beach Fort Lauderdale, FL Apogee Beach Hallandale Beach, FL Aquazul Lauderdale-by-the-Sea, FL Balthus House Miami, FL Azure Jacksonville, FL Boca Grand Boca Raton, FL Brickell Heights Miami, FL Beachwalk Hallandale Beach, FL Gran Paraiso Miami, FL Hyde Beach House Hollywood, FL Hyde Midtown Miami, FL Icon Bay Miami, FL Icon South Beach Miami Beach, FL Icon Brickell Miami, FL Marea Miami Beach, FL Las Olas Beach Club Fort Lauderdale, FL Murano Grande Miami Beach, FL Murano Portofino Miami Beach, FL Ocean One and Two Sunny Isles, FL Mybrickell Miami, FL Ocean Three Sunny Isles, FL Ocean Four Sunny Isles, FL One Ocean Miami Beach, FL One Paraiso Miami, FL Paraiso Bayview Miami, FL Paraiso Bay Miami, FL Park Grove Miami, FL Residences Armani Sunny Isles, FL SLS Brickell Miami, FL SLS Lux Miami, FL Crosby Miami, FL The Plaza Miami, FL Solemar Pompano Beach, FL The Slade West Palm Beach, FL The Venture Aventura, FL Trump Hollywood Hollywood, FL 40 Florida Condominium Projects 85 415 RELATED FLORIDA BUILDING CODE EXPERIENCE: MARKET-RATE RENTAL PROJECT LOCATION Manor Miramar Miramar, FL Veneto Fort Lauderdale, FL Icon Las Olas Fort Lauderdale, FL Icon Marina Village West Palm Beach, FL Dorsey Miami, FL Manor Hialeah Hialeah, FL Town Treeline Fort Myers, FL Town Westshore Tampa, FL Doral View Miami, FL Wywnood 25 Miami, FL Doral View II Miami, FL Enclave at Doral Miami, FL Gables Grand Plaza Coral Gables, FL Isola Miami, FL Icon Harbour Island Tampa, FL Icon Central St. Petersburg, FL Manor Broken Sound Boca Raton, FL Manor Lantana Lantana, FL Manor Riverwalk Tampa, FL Pier House Channelside Tampa, FL SofA Delray Beach, FL Regatta at New River Fort Lauderdale, FL New River Yacht Club Fort Lauderdale, FL Residences at Miramar Miramar, FL The Bradley Miami, FL Manor Cityplace Doral Doral, FL Manor Flagler Village Fort Lauderdale, FL Manor Lauderdale by the Sea Fort Lauderdale, FL Manor Plantation Plantation, FL Town Fountainebleau Lakes Miami, FL Town Lantana West Palm Beach, FL Town Southern Royal Palm Beach, FL Reserve at Naples Naples, FL Town Trelago Orlando, FL Town University Davie, FL Town Village Walk Fort Myers, FL Yacht Club at Aventura Aventura, FL Yacht Club Brickell Miami, FL Yacht Club Hypoluxo Hypoluxo, FL 39 Florida Market-Rate Rental Projects 86 416 RELATED FLORIDA BUILDING CODE EXPERIENCE: AFFORDABLE, WORKFORCE AND MIXED-INCOME PROJECTS PROJECT LOCATION Canopy at West River Tampa, FL Emerald Villas Phase 1 Orlando, FL Preserve at Emerald Villas Orlando, FL Emerald Villas Phase 3 Orlando, FL Gallery at FATVillage Fort Lauderdale, FL Gallery at Marti Park Miami, FL Brisas del Rio Miami, FL Brisas del Este Miami, FL Boulevard at West River Tampa, FL Gallery at Smathers Plaza Miami, FL Gallery at River Parc Miami, FL Gallery on the River Miami, FL Georgian Gardens Miami, FL Joe Moretti Phase 2 Miami, FL Mary Bethune Tampa, FL Liberty Square Phase 1 Miami, FL Liberty Square Phase 2 Miami, FL Liberty Square Phase 3 Miami, FL Lincoln Gardens Miami, FL Residences at SoMi Parc South Miami, FL Collins Park Miami, FL Paseo del Rio Miami, FL Cutler Hammock Miami, FL Cutler Riverside Miami, FL Colony Lakes Homestead, FL Dante Fascell Miami, FL Golfside Villas Hialeah, FL Edificio Pineiro Miami, FL Hamlet at Walden Pond Miami, FL Hainlin Mills Miami, FL Jack Orr Plaza Miami, FL Joe Moretti Miami, FL Marcia Gardens Miami, FL Royal Coast Palmetto Bay, FL Riverwalk I Homestead, FL Santa Clara Miami, FL Martin Fine Villas Miami, FL South Miami Plaza South Miami, FL Stirrup Plaza 1 Miami, FL Stirrup Plaza 2 Miami, FL Walden Pond Villas Miami Gardens, FL Three Round Towers A Miami, FL Three Round Towers B&C Miami, FL Town Center Apartments Opa Locka, FL Winchester Gardens Miami, FL Woodlake West Palm Beach, FL Woodsdale Oaks Lauderdale Lakes, FL 47 Florida Affordable, Workforce and Mixed-Income Rental Projects 87 417 Our team commits to achieving Green Certification of the proposed project through FGBC, NGBS, or LEED Certification Standards to facilitate a sustainable environment. Residences at SoMi Parc, which is under construction in South Miami, will achieve “Gold” Sustainable Certification through the Florida Green Building Coalition. Facilitating a Clean Indoor Environment: The conceptual development plan’s sustainability program will place critical focus on the indoor environment. Air quality will be protected throughout the construction activities and only low emitting materials will be used indoors and air filters with a MERV 13 rating will be provided for air handlers. All kitchens, including any commercial kitchens on-site, will be exhausted to the exterior and outside air is being provided to every unit. In this way, each building is constantly filtering and flushing out the conditioned air on a space-by-space basis. Related Urban uses 95% or greater LED or Energy Star lighting fixtures throughout our properties as well as Energy Star appliances. The nature of the project lends itself to pedestrian-oriented landscape / hardscape, alternative transportation and access to multiple “basic services.” The project will utilize Watersense fixtures, native landscape materials, structured parking and reflective roof membranes to improve water use and reduce heat island impacts, in addition to low - or no - V.O.C. paints and finishes on all interiors, materials and ductwork throughout construction. Incorporating Storm Resiliency Measures: Related Urban has successfully developed multifamily housing within and near floodplains. As such, a detailed civil analysis will be warranted to ensure proper flood mitigation measures are implemented to facilitate the contemplate project. From a resiliency standpoint, Related Urban will incorporate design and construction systems that mitigate the impact of sea-level rise and ensure the project will function properly. Our engineers design civil infrastructure to accommodate 5-year 24-hour storm events and even 100-year 48-hour events. For example, designing the stormwater system to accommodate larger volumes of rain makes these properties more resilient and housing residential units above the floodplain are beneficial measures mitigating against sea level rise. We will implement measures like maximizing vegetative open space, placing essential equipment on ground floors, and building finished floor elevations above FEMA recommendations within the master plan. Additional durability and resiliency efforts will include underground stormwater infrastructure with no downspouts or splash blocks, as well as drip edges to protect all window / door areas to improve waterproofing efficiency. Promoting Conservation and Energy / Resource Efficiency: We will promote resource efficiency during construction with key activities such as diverting recyclable construction materials from landfills and using major and minor components of the buildings with recycled and regional content. Our development will further provide energy performance improvements by using efficient lighting, glazing and mechanical cooling technology. 1.7.5.6.4.Describe and document knowledge and experience in the following area: Sustainable and resilient design, including green building certification systems. COMMITING TO GREEN CERTIFICATION 88 418 COMMITTED TO SUSTAINABILITY Upgraded storm water system design, landscape design and plant palette Enhanced air quality through materials and equipment Low emitting interior finishes, high performance exterior glass and high efficiency indoor and outdoor plumbing / irrigation fixtures 2850 TIGERTAIL PARK GROVE ICON BAY PARK SADELLE’S ICON BAY PARK 89 419 1.7.5.6.5. Related Urban has unmatched experience in the development of mixed-income communities. Since 2009, we have completed or are under construction on 23 mixed-income development projects, representing over 4,000 units and $1.3 Billion in financing. To better serve middle income households and working families, Related Urban pioneered one of the State of Florida’s first successful mixed-income workforce models, creating new “Class-A” workforce housing options for affordable, workforce and unrestricted market rate households within the same community. This brand has further established our financial creativity and continues to bring new economic diversity to emerging communities across South Florida. Please see the following page as well as Section 1.7.5.3. (“Respondent’s Qualifications”) of this response for a list showcasing our experience in the development of mixed-income communities. What truly distinguishes Related Urban from other developers in the industry is our community-driven development approach, based upon Related Urban’s steadfast commitment to comprehensive stakeholder engagement and delivering the community’s vision for their development. Once the team receives approval to proceed with the project, we conduct broad outreach to local residents, community organizations, local business owners, city representatives, county representatives and other key stakeholders through extensive design charrettes and public workshops. All concerns are meticulously addressed and incorporated into a final design blueprint that serves as the framework for our development. Describe and document knowledge and experience in the following area: Development of Mixed-Income Communities. GALLERY ON THE RIVER GALLERY AT WEST BRICKELL RESIDENCES AT SOMI PARC BOULEVARD WEST RIVER GALLERY AT RIVER PARC GALLERY AT LUMMUS PARC RELATED URBAN “CLASS-A” MIXED-INCOME DEVELOPMENTS 90 420 PROJECT LOCATION UNITS TOTAL DEVELOPMENT COST STATUS Brisas del Este Phase Two Miami, FL 120 $33,296,857 Complete Liberty Square Phase Three Miami, FL 192 $49,835,760 Complete West River T3C Tampa, FL 119 $41,630,875 Complete West River T3B Tampa, FL 133 $44,747,674 Complete West River T3A Tampa, FL 119 $38,022,919 Complete The Gallery at Smathers Plaza Miami, FL 139 $33,064,517 Complete Liberty Square Phase Two Miami, FL 204 $53,585,485 Complete The Gallery at River Parc Miami, FL 150 $37,414,713 Complete Liberty Square Phase One Miami, FL 204 $46,141,015 Complete Lincoln Gardens Miami, FL 134 $40,886,059 Complete Emerald Villas Orange County, FL 264 $21,847,859 Complete Gallery on the River Miami, FL 160 $50,042,023 Complete Paseo del Rio Miami, FL 182 $57,530,905 Complete Brisas del Este Apartments Miami, FL 161 $48,576,420 Complete West River T3D Tampa, FL 134 $47,935,440 Complete West River T4 Phase One Tampa, FL 196 $73,581,152 Under Construction West River T4 Phase Two Tampa, FL 188 $68,335,006 Under Construction Gallery at Marti Park Miami, FL 176 $73,901,804 Under Construction East Pointe Place Phase Two Fort Myers, FL 90 $24,191,051 Under Construction Residences at SoMi Parc South Miami, FL 172 $63,790,883 Under Construction Gallery at West Brickell Miami, FL 465 $189,770,775 Under Construction Liberty Square Phase Four Miami, FL 193 $71,455,493 Under Construction Princeton Landings Miami, FL 333 $115,830,296 Under Construction 23 Mixed-Income Projects 4,228 $1,325,414,981 RELATED URBAN MIXED-INCOME DEVELOPMENT EXPERIENCE 91 421 Related Urban: Nearly $2 Billion in Public-Private Development Experience in the State of Florida Related Urban, the mixed-income housing development platform of Related Group, specializes in Public-Private Partnerships and has nearly $2 Billion in public-private development experience including nearly 7,000 units since 2009. This includes 27 completed projects in partnership with Miami-Dade County alone, the $200M SoMi Parc Mixed-Income Master Plan, the $700M West River Mixed-Income Master Plan, the $1.2B River Parc Mixed-Income Master Plan, the $750M Liberty Square Mixed-Income Master Plan, and the $450M Rome Yard Mixed-Income Master Plan. In partnership with Miami-Dade County Department of Public Housing and Community Development, we have collaborated on new affordable, workforce and mixed-income housing in South Miami since 2020 Our vertically-integrated firm sets the industry standard in planning, financing, phasing, developing, constructing and operating essential, mixed-income housing through public-private partnerships. Related Urban is a long-term owner seeking to maximize long-term value for our public partners. What truly distinguishes Related Urban from every other affordable developer in the industry is our community-driven development approach, based upon Related Urban’s steadfast commitment to comprehensive stakeholder engagement and delivering the community’s vision for their development. Diverse Array of Public Partners in the State of Florida: Related Urban’s has previously or is currently partnering with a number of public school districts, municipalities, and other governmental agencies in Florida, including Miami-Dade County Public Schools, Housing Finance Authority of Miami-Dade County, City of Tampa, Miami-Dade County Public Housing & Community Development, Tampa Housing Authority, Housing Authority of the City of Ft. Myers, City of West Palm Beach, Orange County, Riviera Beach CRA, Lee County Housing Finance Authority, and Florida Housing Finance Corporation. Simply stated, our public-private track record in Florida is unmatched. Please see the following pages for a list showcasing our experience in development within the context of Public-Private Partnerships. 1.7.5.6.6.Describe and document knowledge and experience in the following area: Development within the context of Public-Private Partnerships. 92 422 PAGE SHOWING ALL OF OUR PUBLIC PARTNERS UNMATCHED PUBLIC-PRIVATE DEVELOPMENT EXPERIENCE 93 423 WEST PALM BEACH ( 11\ of P,1/111., TH 110 I 'G UTH RJTY OF T►IECITYOF FORT M\ER>. ILORIOA Tampa ti.ti Housing ,, ~· ftuthority ~~ HOUSING '• 1 Fl ANCE ~ !_ !UTl!,2lll!t, ~E FLORIDA rY FLORIDA ~ Open i ng Doors to Afford ab l e Housing ousing Finance Authori!)' of Hillsborough County ORLANDO HOUSING AUTHORITY PROJECT LOCATION UNITS TOTAL DEVELOPMENT COST STATUS Brisas del Este Phase Two Miami, FL 120 $33,296,857 Complete Brisas del Este Phase Two Miami, FL 120 $33,296,857 Complete Liberty Square Phase Three Miami, FL 192 $49,835,760 Complete West River T3C Tampa, FL 119 $41,630,875 Complete West River T3B Tampa, FL 133 $44,747,674 Complete West River T3A Tampa, FL 119 $38,022,919 Complete The Gallery at Smathers Plaza Miami, FL 139 $33,064,517 Complete Liberty Square Phase Two Miami, FL 204 $53,585,485 Complete The Gallery at River Parc Miami, FL 150 $37,414,713 Complete Brisas del Rio Miami, FL 168 $36,488,006 Complete Mary Bethune Apartments Tampa, FL 150 $34,893,678 Complete Emerald Villas Phase Two Orange County, FL 96 $18,890,832 Complete Smathers Preservation Phase One Miami, FL 182 $23,423,411 Complete Liberty Square Phase One Miami, FL 204 $46,141,015 Complete Three Round Tower A Miami, FL 128 $15,715,837 Complete Martin Fine Villas Miami, FL 104 $22,092,056 Complete Lincoln Gardens Miami, FL 134 $40,886,059 Complete Joe Moretti Phase Two Miami, FL 95 $12,239,846 Complete Joe Moretti Phase 2B Miami, FL 96 $25,844,643 Complete Smathers Phase Two Miami, FL 133 $25,393,536 Complete Stirrup Plaza Phase Two Miami, FL 68 $13,179,506 Complete Jack Orr Plaza Preservation Phase One Miami, FL 200 $27,920,518 Complete Joe Moretti Preservation Phase One Miami, FL 116 $24,663,913 Complete (Continued) RELATED URBAN PUBLIC-PRIVATE DEVELOPMENT EXPERIENCE 94 424 RELATED URBAN PUBLIC-PRIVATE DEVELOPMENT EXPERIENCE (Continued) PROJECT LOCATION UNITS TOTAL DEVELOPMENT COST STATUS Collins Park Apartments Miami, FL 124 $28,153,488 Complete Dante Fascell Preservation Miami, FL 151 $19,563,484 Complete South Miami Plaza Preservation South Miami, FL 97 $13,478,035 Complete Stirrup Plaza Preservation Phase One Miami, FL 100 $13,536,371 Complete Emerald Villas Orange County, FL 264 $21,847,859 Complete Gallery on the River Miami, FL 160 $50,042,023 Complete Robert King High Miami, FL 315 $98,367,783 Complete Paseo del Rio Miami, FL 182 $57,530,905 Complete Brisas del Este Apartments Miami, FL 161 $48,576,420 Complete West River T3D Tampa, FL 134 $47,935,440 Complete Three Round Towers B&C Miami, FL 263 $74,717,600 Complete West River T4 Phase One Tampa, FL 196 $73,581,152 Under Construction West River T4 Phase Two Tampa, FL 188 $68,335,006 Under Construction Gallery at Marti Park Miami, FL 176 $73,901,804 Under Construction East Pointe Place Phase Two Fort Myers, FL 90 $24,191,051 Under Construction Residences at SoMi Parc South Miami, FL 172 $63,790,883 Under Construction Haley Sofge Preservation Miami, FL 240 $95,261,569 Under Construction Gallery at West Brickell Miami, FL 465 $189,770,775 Under Construction Lincoln Gardens Elderly Miami, FL 77 $27,655,634 Under Construction Liberty Square Phase Four Miami, FL 193 $71,455,493 Under Construction 42 Public-Private Projects 6,798 $1,861,064,431 95 425 Related Group has developed twenty-five transit-oriented developments (TODs), encompassing over 11,000 transit-oriented units. Each of these developments is located near existing light rail transit, including several projects developed immediately adjacent to light rail transit stations. One of Related Group’s most unique developments, Loft Downtown II, is a mixed-use development built over an existing Metromover train line in Downtown Miami. The Metromover passes directly through the building itself and there is a dedicated station immediately accessible by residents. When developing near mass transit, Related takes great pride in designing projects that enhance connectivity to public transportation and create safe pedestrian routes. Related designs its projects to be compatible with ride sharing by providing dedicated parking and passenger drop-off zones and promotes micromobility with conveniently located indoor bike storage. Related has also partnered with first and last mile services such as Metro Connect to promote their service with our building residents. Please see the following pages for a list of TOD projects and additional information on Loft Downtown II. 1.7.5.6.7.Describe and document knowledge and experience in the following area: Development of Transit-Oriented Developments (TODs). LOFT DOWNTOWN II DEVELOPED BY RELATED GROUP 96 426 Completed in 2007, Loft Downtown II is a transit-oriented development located within steps of Bayfront Park and Kaseya Center in Downtown Miami. Loft Downtown II is constructed over the First Street Metromover Station, with the Metromover train passing through the building itself. Residents have immediate access to a dedicated train station adjacent to the project. Loft Downtown II comprises 494 condo residences. Luxury finishes include concrete floors, open layouts, and modern stainless steel kitchen appliances. A robust amenities package includes a ground-floor lap pool, a rooftop pool, hot tub, and sundeck, a sauna, clubroom, and state-of-the-art rooftop fitness center. Loft Downtown II is also a mixed-use development, featuring several ground-floor retailers, such as 7-Eleven. LOFT DOWNTOWN II - PROJECT INFORMATION COMPLETED LOFT DOWNTOWN II LOFT DOWNTOWN II LOFT DOWNTOWN IILOFT DOWNTOWN II 97 427 PROJECT UNITS STATUS Residences at SoMi Parc 172 Under Construction Baccarat Residences 324 Under Construction Mybrickell 192 Complete 500 Brickell 633 Complete Millecento 382 Complete One Miami 904 Complete 50 Biscayne 528 Complete Lofts I and II 687 Complete Crosby 450 Under Construction Icon Brickell 1,646 Complete Plaza 1,000 Complete Brickell Heights 690 Complete SLS Lux 450 Complete SLS Brickell 450 Complete Gallery at West Brickell 465 Complete Joe Moretti Apartments 116 Complete Icon Las Olas 272 Complete Icon Midtown 390 Complete Icon Buckhead 361 Complete Veneto 259 Under Construction Casa Bella 306 Under Construction Stirrup Plaza I 100 Complete Stirrup Plaza II 68 Complete South Miami Plaza 97 Complete Manor Riverwalk 400 Complete 25 Transit-Oriented Developments 11,342 RELATED GROUP TRANSIT-ORIENTED DEVELOPMENT EXPERIENCE 98 428 1.7.5.6.8. Related Urban has successfully completed several dozen projects under long-term ground leases ranging between 75 years and 99 years. Related Urban’s financing team has deep expertise in structuring loan financing and equity investments compatible with long-term ground leases. All of Related Urban’s signature mixed-income master plans, including the SoMi Parc Master Plan (South Miami, FL), the River Parc Master Plan (Miami, FL), the West River Master Plan (Tampa, FL), and the Rome Yard Master Plan (Tampa, FL) are being developed on long-term ground leases and contain mixed-use and mixed-income elements. SoMi Parc Mixed-Income & Mixed-Use Master Plan: Related Urban and Miami-Dade County’s SoMi Parc Master Plan will include 578 new residences serving affordable, workforce and mixed-income households, in addition to over 15,000 square feet of new retail space in a walkable, transit-oriented neighborhood. The first phase of the project, Residences at SoMi Parc, will include commercial space for local non-profit organization Branches and new locations for Somerset Academy Pre-Kindergarten and Rod’s Unisex Barbershop. Our master plan also will provide seamless connectivity to South Miami’s transit systems. River Parc Mixed-Income & Mixed-Use Master Plan: The River Parc Master Plan has numerous mixed-use phases, all built as part of a single master development agreement with Miami-Dade County and subleases assigned to each phase. Mixed-use elements can be found in nearly all phases of the project; some examples include Paseo del Rio, the 182-unit recently-opened fifth phase of the master plan, which contains ground floor retail space leased to Pinecrest Bakery; Gallery at River Parc, the third phase of the project which opened in 2021 and contains a Medicus Health Group office. West River Mixed-Income & Mixed-Use Master Plan: Related Urban and Tampa Housing Authority’s West River Master Plan is an important case study for creating mixed-income housing on a long-term ground lease integrated with newly-built adaptive retail and other spaces. Nearly 15,000 square feet of retail space has been built or is under construction to date, with over 100,000 more square feet planned in future phases. West River will include a Publix Grocery Store, which will become the neighborhood’s first national grocery store. Our master plan also will provide seamless connectivity to the City of Tampa’s new Riverwalk extension, offering “walk-bike-hike” opportunities to residents of all income levels within the area. Finally, West River will include a new Central Greenway Park for the community. This approximately 1.5-Acre park features several existing Grand Oak Trees, which were able to be preserved and protected during the construction of the project. These trees also served as the inspiration and primary design element guiding the overall shape of the park design. The park features custom walkways with exposed aggregate finishes, a large event lawn, two arbor shade structures, a performance stage, two gathering plazas, and a custom world-class sculpture by Ya La’Ford, set in a playful labyrinth formed from vegetation. Describe and document knowledge and experience in the following area: Financing of Mixed-Use Projects on long-term Ground Leases. 99 429 Rome Yard Mixed-Income & Mixed-Use Master Plan: A joint venture between Related Urban, THA, and the City of Tampa, Rome Yard will include 954 mixed-income units comprising rental and for-sale options for mixed-income households. The master plan is a resilient and sustainable hub that will revitalize the area with expansive neighborhood amenities including new “micro” retail opportunities for local entrepreneurs; new green space; a new community amphitheater; a West Tampa Job Training Center; a brick observation “cigar” tower paying homage to West Tampa’s history; and a new West Tampa Arts and Cultural Center programmed in partnership with local historians. ICON BUCKHEAD DEVELOPED BY THE RELATED GROUP 100 430 1.7.5.6.9.Describe and document knowledge and experience in the following area: Adaptable garage facilities and parking management technology. BALLET VALET PARKING GARAGE AND RETAIL SHOPS - ARQ Arquitectonica: Parking Garage Design Experience Arquitectonica’s experience includes more than 75 built parking garages and 41,000 parking spaces in Metro Miami-Dade County alone and greater than 120,000 spaces across the globe. Arquitectonica was first commissioned to create a new generation of public garages in South Beach with the 646-space Ballet Valet Parking Garage that includes 24,000 SF of retail, and the 729-space Lincoln Parking Garage each is an award-winning project in their own right. Ballet Valet was the first garage to win a national Urban Land Institute Award. With the ability to deliver, proven budgetary compliance and history of design excellence, the team sets forth to employ local and global resources to achieve the city’s objectives for this project. From Arquitectonica’s experience over the years including working with municipalities designing public facilities and mixed-use parking garages that include the City of Fort Lauderdale Las Olas Parking Garage and Boulevard Improvements, the City of Miami Beach Sunset Harbour parking garage and retail, and currently in design the massive Miami Freedom Park and garage, we understand the importance this project has to the community. Arquitectonica is also one of the leading architecture firms in the programming and design of transit-oriented and mobility transit hubs. Arquitectonica has designed numerous transit-oriented developments in major cities around the world. Prime examples include the renovated Brickell City Centre Metromover Station and parking garages, Wilshire Vermont Station in Los Angeles; MiMa, Queens West and Avalon Chrystie Place in New York City; Avalon at Mission Bay North in San Francisco; Festival Walk in Hong Kong; Taikoo Hui in Guangzhou. Kimley-Horn: Parking Garage Design Experience Kimley-Horn has provided numerous services include structural design, site civil engineering, landscape architecture, and construction phase services for large parking garage projects including the Galleria Mall Lime Deck, Ballston Common Garage, Craige Deck at UNC, Wallace Parking Deck Expansion, American Tobacco Deck, and REX Hospital Visitor Deck. 101 431 “CLASS-A” MIXED-INCOME HOUSING DEVELOPED BY RELATED URBAN LAS OLAS PARKING GARAGE AND BEACHFRONT REVITALIZATION - ARQ LAS OLAS PARKING GARAGE AND BEACHFRONT REVITALIZATION - ARQ LAS OLAS PARKING GARAGE AND BEACHFRONT REVITALIZATION - ARQ LAS OLAS PARKING GARAGE AND BEACHFRONT REVITALIZATION - ARQ 102 432 Related Urban has established the industry precedent for delivering mixed-income master plans by honoring community engagement at the earliest inception of development to deliver impactful projects predicated upon the community’s goals. This work can continue in partnership with the City of South Miami. What separates Related Urban from other developers is our staunch commitment to community engagement across projects such as SoMi Parc, West River, Liberty Square, River Parc, and Rome Yard. Our utilization of community design charrettes and public meetings enable our master plans to become seamless projects within the existing local fabric. Once the team receives approval to proceed with the project, we reach out to all parties of interest - local residents, economic development organizations, local business owners, elected representatives, and other community stakeholders. We incorporate their participation and input through extensive workshops in finalizing the development vision to effectively address community concerns and deliver the community’s vision. Our team ensures strong participation from a broad cross-section of participants by conducting local outreach to underserved stakeholders in tandem with community leaders. For example, when designing the Liberty Square Master Plan, Related Urban held over 70 community engagement meetings with residents and local stakeholders to address and incorporate the community’s feedback. Some of their goals included a range of initiatives such as mixed-income rental housing, homeownership, local hiring, job training and job placement, community facilities, amenities, public safety and crime prevention, economic development and public art. No other development team will bring such a high level of consideration for the community as will the Related Urban team. Related Urban has also demonstrated its commitment to engaging South Miami residents. Related personnel have held multiple community meetings to solicit input in developing the master plan and throughout the construction and pre-leasing process. Related Urban Construction worked diligently with key community partners to identify and hire thirty (30) individuals from the local community for the construction of Residences at SoMi Parc. Related Urban would similarly engage the local community for the redevelopment of the City Hall site. 1.7.5.6.10.Describe and document knowledge and experience in the following area: Stakeholder and public engagement. RIVER PARC COMMUNITY ENGAGEMENT MEETINGS RIVER PARC COMMUNITY ENGAGEMENT MEETINGS103 433 Related has achieved major successes and received numerous accolades over the past decades. Please see the following pages for a comprehensive list of accolades received in the completion of similar projects or developments. 1.7.5.7.Respondent's Qualifications. Describe in narrative form and provide documentation regarding any major successes that the Respondent or a member of its team may have achieved or accolades received in the completion of similar projects or developments. THE ST. REGIS RESIDENCES, MIAMI 104 434 As of March 2024 2024 Manor Hialeah Costar Impact Awards - Winner Redevelopment of the Year 2023 Casamar Residences South Florida Business Journal Structure Awards - Finalist Best Speculative Project 2023 Icon Marina Village South Florida Business Journal Structure Awards - Winner Best Market Rate Residential Project 2023 Related Group South Florida Business Journal Structure Awards - Winner Developer of the Year 2023 Related Group Multi-Housing News Awards - Winner Company of the Year 2023 St.Regis Residences Multi-Housing News Awards - Winner Unbuilt Projects 2023 Gallery at West Brickell Multi-Housing News Awards - Winner Unbuilt Projects 2023 Nomad Multi-Housing News Awards - Winner Unbuilt Projects 2023 Nick Perez South Florida Business Journal 40 Under 40 - Winner 2022 Harmony at Liberty Square South Florida Business Journal Structures Awards – Winner, Best reuse/rehab 2022 Manor at Broken Sound South Florida Business Journal Structures Awards – Winner Best Market Rate Residential 2022 The Boulevards at West River The Tampa Downtown Partnership, Urban Excellence Awards - Finalist 2021 Icon Buckhead Best in American Living – Platinum Award Winner 2021 One Park Grove National Association of Home Builders’ Multifamily Pillars of the Industry Award Finalist, Best Condominium Community 2021 Icon Buckhead 105 435 As of March 2024 National Association of Home Builders’ Multifamily Pillars of the Industry Award Finalist, Best High-Rise Apartment Community 2021 Town Village Walk National Association of Home Builders’ Multifamily Pillars of the Industry Award Finalist, Best Garden Apartment Community 2021 The Related Group South Florida Agents' Choice Awards, Developer of the Year - Finalist 2021 Solemar South Florida Agents' Choice Awards, New Development of the Year – Finalist 2021 The Related Group Tampa Bay Business Journal Best Real Estate Deals, Developer of the Year - Winner 2021 The Related Group, 2850 Tigertail South Florida Business Journal Structures Award, Best Office Finalist 2021 Gallery at River Parc South Florida Business Journal Structures Award, Best Affordable Residential Project - Winner 2021 One Park Grove Aurora Awards, Best Multifamily Community (6 Stories & Over - Built for Sale) - Winner 2021 Icon Buckhead Aurora Awards, Best Multifamily Community (5 Stories - Built for Rent) - Winner 2021 Mary Bethune Aurora Awards, Best Renovated/Restored Residential Project - Winner 2021 The Related Group, Jon Paul Perez South Florida Business Journal, 40 Under 40 Honoree 2021 The Related Group, Jon Paul Perez Multifamily Executive Awards, Executive of the Year - Winner 2021 Town Village Walk Multifamily Executive Awards, Best Garden-Style Community Merit Winner 2021 The Related Group South Florida Business Journal, Coolest Offices Finalist 2021 Jorge M Perez, Top 250 Power Leader in South Florida, South Florida Business Journal 2020 Wynwood 25, Best Mid-Rise Apartment Community, NAHB’s Multifamily Pillars of the Industry Awards 2020 Residences by Armani/Casa National Association of Home Builders Design 2020 Best in American Living™ Awards 2020 Best in American Living award winner in the Multifamily: Development 8 Stories and Over, Built for Sale category 2020 Residences by Armani Casa South Florida Business Journal Structures Awards, Best Architecture/Design 106 436 As of March 2024 2020 Town Southern Multi-Housing News Excellence Awards, Silver Medal for “Best Development & Design: Low-Rise” 2020 Park Grove Multi-Housing News Excellence Awards, Silver Medal for “Best Amenities” 2020 The Related Group South Florida Business Journal, Business of the Year, “$500+ Million” category 2020 The Related Group, Residences by Armani/Casa 2020 Aurora Awards, Best Multifamily Housing Community, Six Stories & Over – Built for Sale 2020 Residences by Armani/Casa National Association of Home Builders Design 2020 Best in American Living™ Awards 2020 Best in American Living award winner in the Multifamily: Development 8 Stories and Over, Built for Sale category 2020 The Related Group South Florida Business Journal, Business of the Year Finalist 2020 The Related Group South Florida Business Journal, #1 Hispanic-Owned Business, SFBJ’s The List 2020 The Related Group South Florida Business Journal, 5th Top Private Company, SFBJ’s Top 100 List 2020 The Related Group, Jorge Pérez South Florida Business Journal, South Florida’s Ultimate CEO’s 2020 The Related Group South Florida Business Journal, #3 Commercial Real Estate Developer, SFBJ’s The List 2020 Auberge Beach NAIOP Commercial Real Estate Development Association (South Florida Chapter) Awards of Excellence, Iconic New Project of the Year 2020 The Related Group, Wynwood 25 NAIOP Commercial Real Estate Development Association (South Florida Chapter) Awards of Excellence, New Project of the Year Finalist 2020 The Related Group, Liberty Square ULI Southeast Florida / Caribbean, South Florida Project of the Year Finalist 2020 Related Group, Miami Today Gold Medal Award 2019 The Related Group, Manor Riverwalk Urban Excellence Awards – Tampa, Landmark Development Project 2019 The Related Group, Town Trelago 2019 National Association of Home Builders’ Multifamily Pillars of the Industry Awards, Best Garden Apartment Community 2019 The Related Group, Doral View + Town Fontainebleau 107 437 As of March 2024 2019 SFBJ Structures Awards, Terry Stiles Deal of the Year 2019 The Related Group, Auberge Beach 2019 SFBJ Structures Awards, Best Architecture/Design 2019 The Related Group, Martin Fine Villas 2019 SFBJ Structures Awards, Best Affordable Residential 2019 The Related Group, Brett Green 2019 Urban Land Institute Awards, Young Leaders Award 2019 The Related Group, CityPlace Doral 2019 Urban Land Institute Awards, South Florida Project of the Year 2019 The Related Group, Town Trelago 2019 Multifamily Executive Awards, Development & Design (Low-Rise) 2019 The Related Group, Town Trelago Grand Aurora, Best Multifamily Housing Community 2019 The Related Group South Florida Business Journal, The 2019 Fast 50 Companies 2019 The Related Group, Auberge Beach Residences & Spa Fort Lauderdale Multifamily Executive, Award Project of the Year – High Rise 2019 The Related Group, Allison Goldberg Marketing/Communications Professional of the Year, Women of Influence (Real Estate Forum) 2019 The Related Group, Sonia Figueroa Development Professional of the Year, Women of Influence (Real Estate Forum) 2019 The Related Group, Albert Milo, Jr. Builder of the Year, Builder Association of South Florida Installation Gala 2018 The Related Group. Brickell Heights Best Condominium Community, National Association of Home Builders 2018 The Related Group, Icon Las Olas Luxury Apartments Best Market Rate Residential, SFBJ Structures Awards 2018 The Related Group, SLS LUX Brickell Best Hospitality Project, SFBJ Structures Awards 2018 The Related Group, GranParaiso Builder’s Overall High-Rise Product For Sale, BASF Best 2018 The Related Group, Paraiso Beach Club Builder’s Overall Public Spaces/Recreation/Amenities/Clubhouse, BASF Best 2018 The Related Group, Town City Center Builder’s Overall Public Spaces/Recreation/Amenities/Clubhouse, BASF Best 2018 The Related Group, Hyde Midtown Builder’s Overall Condo/Hotel, BASF Best 108 438 As of March 2024 2018 The Related Group, Marea Builder’s Overall Mid-Rise Product For Sale, BASF Best 2018 The Related Group, Icon Las Olas Builder’s Overall Multifamily for Rent, BASF Best 2018 The Related Group, CityPlace Doral Commercial Mixed Use, BASF Best 2018 The Related Group, Residences by Armani Casa Builder’s Overall High-Rise Product for Sale, BASF Best 2018 The Related Group, Park Grove Builder’s Overall High-Rise Product for Sale, BASF Best 2018 The Related Group, SLS Lux Builder’s Overall Condo/Hotel, BASF Best 2018 The Related Group, Smathers Phase II Builder’s Overall Affordable Housing, BASF Best 2018 The Related Group, The Flats at CityPlace Doral Project of the Year Mid Rise (8-12 stories), Multifamily Executive Awards 2018 The Related Group, Icon Las Olas Project of the Year, Community Appearance Awards 2018 The Related Group, City Place Doral Highest Scoring Project High-Rise Residential, FGBC Green Achievement Award 2018 The Related Group, Adolfo Henriques Jay Malina Award, Beacon Council Awards 2018 The Related Group #2 in Local Leaders List, The Top 50 Markets in the US, Builder Magazine 2017 The Related Group, Betsy McCoy Legislative Leadership Success, Florida High Rise Developers, BASF 2017 The Related Group Top Entrepreneurial Award: South Florida & Beyond, Greater Miami Chamber of Commerce 2017 The Related Group, City Place Doral Best Commercial/Industrial/Office Project, SFBJ Structures Awards 2017 The Related Group, SLS Brickell Hotel and Residences Best Hospitality Project, SFBJ Structures Awards 2017 The Related Group, Market Rate Developer of the Year, Latin Builders Association 2017 Jorge M. Perez Visionaries Award - Museum of Arts and Design 2017 The Related Group, Jorge M. Perez 109 439 As of March 2024 BRAVO Transformational Leader of the Year Award – BRAVO Business Awards 2017 The Related Group, SLS Brickell Hotel & Residences Project of the Year: High-Rise (13 stories and up), Multi-Family Executive Award 2017 The Related Group, CityPlace Doral Green Achievement Award, Florida Green Building Coalition 2017 The Related Group R.E.A.L. Real Estate Achievers & Leaders Awards (Developer), Greater Miami Chamber of Commerce 2017 The Related Group #4 in Local Leaders List, The Top 50 Markets in the US, Builder Magazine 2016 The Related Group Developer of the Year, South Florida Business Journal Structures Awards 2016 The Related Group, SofA Delray Beach Apartments Best Market Rate Residential, South Florida Business Journal Structures Awards 2016 The Related Group, Icon Bay Best Condominium Community, The National Association of Home Builders 2016 The Related Group, SLS Brickell Hotel & Residences BASF Best Awards 2016 The Related Group, Icon Bay Park BASF Best Awards 2016 The Related Group, Gran Paraiso Sales Team BASF Best Awards, Best Sales Team 2016 The Related Group, Wendy Marks Pine BASF Best Awards, Best Sales Director 2016 The Related Group Inc. 5000 Fastest-growing private companies in America, Ranked 3601 2016 The Related Group, Residences by Armani/Casa Best Leasing or Sales Center, The National Association of Home Builders 2016 The Related Group, Chairman Jorge M. Perez CRE’s Best Bosses 2016 “Lord of the Empire”, Real Estate Forum 2016 The Related Group, Betsy McCoy Women of Influence, Real Estate Forum 2016 The Related Group, Wayne Bishop Power Leaders in Human Resources, South Florida Business Journal 2016 The Related Group Innovation in Development, NREI/IMN 2016 Commercial Real Estate Awards 2016 The Related Group Top Business of the Year (Large), Greater Miami Chamber of Commerce 110 440 As of March 2024 2015 The Related Group, Lissette Calderon Women of Influence, Real Estate Forum 2015 The Related Group, Icon Bay Merit Award of Excellence, American Institute of Architects 2015 The Related Group Good to Great Award, Greater Miami Chamber of Commerce 2015 The Related Group, The Manor at Flagler Village Outstanding Achievement for Urban Design (New Construction Projects- Multi-Family Mid Rise) 2015 The Related Group, New River Yacht Club New River Yacht Club (New Construction Projects- High-Rise) 2015 The Related Group, The Manor at Flagler Village Best Mid-Rise Apartment Community, The National Association of Home Builders 2015 The Related Group Real Estate Forum’s award for Fastest Growing Companies in the Heavy Hitters category (1 Billion-Plus in Average Annual Revenue) 2015 The Related Group, Icon Bay Merit Award of Excellence, American Institute of Architects 2015 The Related Group Good to Great Award, Greater Miami Chamber of Commerce 2015 The Related Group, The Manor at Flagler Village Outstanding Achievement for Urban Design (New Construction Projects- Multi-Family Mid Rise) 2015 The Related Group, New River Yacht Club New River Yacht Club (New Construction Projects- High-Rise) 2015 The Related Group, The Manor at Flagler Village Best Mid-Rise Apartment Community, The National Association of Home Builders 2015 The Related Group Real Estate Forum’s award for Fastest Growing Companies in the Heavy Hitters category (1 Billion-Plus in Average Annual Revenue) 2014 The Related Group, Parque Global Real Estate Master’s Award for Best Urban Solution (Mixed Use Project) 2014 The Related Group, Legal Department Best Legal Departments in America, Corporate Counsel Magazine 2013 The Related Group, Legal Department Daily Business Review Legal Department of the Year, Editors Choice 2013 The Related Group, Founder and Chairman Jorge M. Perez Lifetime Achievement Award South Florida Business Journal 111 441 As of March 2024 2008 The Related Group, Icon Vallarta Florida's BEST Platinum Award / Builder's Overall High Rise Product 2008 The Related Group, St. Regis Resort & Residences Florida's BEST Gold Award / Architecture High Rise Product for Sale 2008 The Related Group, Trump Hollywood Florida's BEST of Show / Builder's Overall Product Sales Center 2007 The Related Group, Icon Brickell International Property Award/CNBC 2007 The Related Group, Founder and Chairman Jorge M. Pérez Honor Award, National Building Museum 2007 The Related Group, Viceroy Residences South Beach Florida’s BEST Platinum Award/Builder’s Overall Mid Rise Product 2007 The Related Group, Trump Hollywood Florida’s BEST Platinum Award/Architecture High Rise Product 2006 The Related Group, Chairman Jorge M. Pérez Urban Land Institute Lifetime Achievement Award 2006 The Related Group Largest Hispanic-Owned Business in the United States, Hispanic Business Magazine 2006 The Related Group, CityPlace South Tower Florida’s BEST Gold Award/Overall Building High Rise 2006 The Related Group 2006 Community Advancement Award, Developers and Builders Alliance 2006 The Related Group, The Slade, West Palm Beach Florida’s BEST Gold Award/Overall Building High Rise 2006 Chairman Jorge M. Pérez Icon Award, Big Brothers/Big Sisters of Greater Miami 2006 The Related Group, Apogee Florida’s BEST Platinum Award/Brochure Marketing Condo High Rise 2006 The Related Group, Chairman Jorge M. Pérez Sand In My Shoes Award, Greater Miami Chamber of Commerce 2006 The Related Group Business of the Year, South Florida Business Journal 2006 The Related Group, Icon Brickell 14 BEST Awards from Builders Association of South Florida 2005 The Related Group, Chairman Jorge M. Pérez Icon in Real Estate of Excellence, MIPIM Cannes, France 112 442 As of March 2024 2005 The Related Group, Residences at Merrick Park Malaga Florida’s BEST Gold Award/Builder’s Overall Product 2005 The Related Group, Chairman Jorge M. Pérez TIME Magazine-One of the top 25 Most Influential Hispanics in the United States 2005 The Related Group, Icon South Beach Florida’s BEST Platinum Award/Overall Building High Rise Product 2005 The Related Group Largest Hispanic-Owned Business in the United States, Hispanic Business Magazine 2005 The Related Group, The Venture Florida’s BEST Gold Award/Mid-Rise Product for Sale 2004 The Related Group, Chairman Jorge M. Pérez Citizen of the Year, Miami Chamber of Commerce 2004 The Related Group, The Moorings at Lantana Florida’s BEST Gold Award/Builder’s Overall Mid-Rise Product 2004 The Related Group Condo Developer of the Year/Latin Builders Assoc. Inc. 2004 The Related Group, Loft 2, Miami Florida’s BEST Platinum Award, Kitchen 2003 The Related Group, Chairman Jorge M. Pérez Builder of the Year, Multifamily Executive 2003 The Related Group, The Mark at CityPlace Florida’s BEST Gold Award/Builder’s Overall Product 2003 The Related Group, Chairman Jorge M. Pérez Entrepreneur of the Year, Latin Builder's Association 2003 The Related Group Cornerstone Award, Mechanical Contractors Association 2002 The Related Group, Chairman Jorge M. Pérez Ernst & Young Entrepreneur of the Year 2002 CityPlace Award for Excellence, Urban Land Institute 2001 The Related Group, Chairman Jorge M. Pérez Developer of the Year, Latin Builders Association 2000 The Related Group/The Yacht Club at Brickell Florida’s BEST Platinum/Builder’s Overall Product/Multi-Family for Rental 113 443 ROME YARD MIXED-INCOME MASTER PLAN DEVELOPMENT BY RELATED URBAN 1.7.6. PROOF OF EXPERIENCE 114 444 1.7.6.Proof of Experience. Provide documentation evidencing the experience of the Respondent and demonstrating that the Respondent has successfully provided Work similar to those specified herein to other firms and/or agencies of similar size and needs as the City. Specifically, Respondent must submit: Proof that the Respondent, one or more of its principals, or entities directly controlled by those principals have currently engaged in the provision of the Services on a full-time basis and has been in existence providing the Services for a minimum of ten (10) years, with a special preference for experience providing the Work in the State of Florida and especially South Florida. 1.7.6.1. Respondent shall identify a “Principal in Charge” with authority of speaking and making decisions on behalf of the Respondent. The Principal in Charge, or entities directly controlled by the person, must have a minimum of five (5) years’ experience in developing similar projects. 1.7.6.2. Alberto Milo, Jr. is the President of Related Urban and is RUDG, LLC’s “Principal in Charge” with authority of speaking and making decisions on behalf of the Respondent. Mr. Milo, or entities directly controlled by him, have a minimum of five (5) years’ experience developing similar projects. For Mr. Milo’s full bio please see Section 1.7.7.3. of this proposal. Please see the following pages for proof that the Respondent, one or more of its principals, or entities controlled by those principals have currently engaged in the provision of the Services on a full-time bassi and has been in existence providing the Services for a minimum of ten (10) years, with a special preference for experience providing the Work in the State of Florida and especially South Florida. This is provided in the form of Local Business Tax Receipts issued by Miami-Dade County for RUDG, LLC for the years 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022 and 2023. 115 445 HYDE RESORT DEVELOPED BY RELATED GROUP 1.7.7. KEY STAFF QUALIFICATIONS 116 446 Key Staff Qualifications. Complete and submit Form 7, Key Staff and Proposed Subcontractors.1.7.7.1. Please see Section 1.7.4. of this proposal (“Response Form Package”) for the completed Form 7, Key Staff and Proposed Subcontractors. MANOR LANTANA DEVELOPMENT BY THE RELATED GROUP 117 447 Please see the following page for an Organizational Chart showing the reporting structure for all Key Staff, including any key subcontractors. The attached Organizational Chart describes the role that each team member will play in providing the development of the Project. For each team members’ qualifications, please see individual bios included in Section 1.7.7.3. of this proposal. Key Staff Qualifications. Organizational Chart showing the reporting structure for all Key Staff, including any key subcontractors. Describe the role that each team member will play in providing the development of the Project and each team members’ qualifications. 1.7.7.2. GALLERY AT RIVER PARC MIXED-INCOME & MIXED-USE DEVELOPMENT BY RELATED URBAN 118 448 Organizational Chart South Miami City Hall RFQ Site Related Urban Development Team Related Urban Construction (Related Urban Construction, LLC) TRG Management (TRG Management Company, LLP) Brian McDonough Bond Counsel Stearns Weaver THE RELATED GROUP (PRH Investments, LLC) Jon Paul Perez President Jorge M. Perez Chairman & Chief Executive Officer Matthew J. Allen Executive Vice President & Chief Operating Officer Betsy McCoy Vice President & General Counsel Jordan Davis Acquisitions Manager Javier Aviñó, Eric Singer, Al Dotson, Terry Lovell Procurement, Land Use & LIHTC Counsel Bilzin Sumberg Alberto Milo Jr. Principal & President Tony Del Pozzo Senior Vice President of Finance Andrew Velo-Arias Director of Acquisitions And Development Alvaro Torres Senior Finance Manager Alberto Milo Jr. Principal George Lage Vice President of Construction Operations Thomas Walsh Senior Vice President of Construction Operations Marilyn Pascual Affordable & Workforce Division President Adolfo Henriques Vice Chairman Al Lopez Vice President of Construction Operations Nathan Lerner Acquisitions and Development Analyst Luke Trivilino Finance Associate Bernardo Fort-Brescia, Raymond Fort Project Architect Arquitectonica Wil Valentin Regional Vice President Jorge Sanz Vice President of Construction Operations Andrew Velo-Arias Director of Acquisitions And Development Ben Gerber Chief Financial Officer Jason Biondi Sustainability Consultant Energy Cost Solutions Group Steven Alexander Strategic Consultant SJ Alexander, LLC Alberto Herrera, Noel Ramirez Civil Engineer Kimley-Horn 119 449 1.7.7.3. Please see the following pages for one-page resumes summary biographies for each person or subcontractor listed in Form 7, Key Staff and Proposed Subcontractors. These resumes or summary biographies include experience with similar projects, specifying the role the individual employee or subcontractor served on the project, including information indicating their relative involvement on the task and relative involvement for each project. Key Staff Qualifications. Include a one-page resume or summary biography for each person or subcontractor listed in Form 7, Key Staff and Proposed Subcontractors. Resumes or summary biographies should include experience with similar projects, specifying the role the individual employee or subcontractor served on the project, including information indicating their relative involvement on the task and relative involvement for each project. LIBERTY SQUARE MIXED-INCOME & MIXED-USE MASTER PLAN BY RELATED URBAN 120 450 ALBERTO MILO JR. PRINCIPAL AND PRESIDENT RELATED URBAN DEVELOPMENT GROUP (“RUDG, LLC”) Project Manager Alberto Milo Jr. leads Related Urban Development Group (RUDG), the affordable housing division of the nation’s most prolific development company, Related Group. In this role, he is responsible for the overall design, development, construction, financing and budgeting for each project within RUDG’s portfolio, whether public, affordable, workforce or mixed-income housing. Under Albert’s leadership, RUDG has built and rehabilitated more than 5,700 units throughout Florida with an additional 2,100 units under construction, and over $2 billion in total development costs. Most recently, RUDG has begun an ambitious new set of projects which are designed to eliminate many of the drawbacks historically associated with public housing developments. Among these is the $600 Million River Parc master plan in Miami’s Little Havana neighborhood, which is cited as the most ambitious affordable housing development in the county to date, built in partnership with Miami-Dade County. The development will contain over 2,500 units along with a new Riverwalk and commercial opportunities. Similarly, a $400 Million mixed-income riverfront development is underway in Tampa’s historic West River district, developed in collaboration with the Tampa Housing Authority. Albert and his team are also currently working on the redevelopment of Liberty Square, the oldest and largest public housing development in the Southeastern United States. The project, which also follows the mixed-income format, will contain over 1,500 units along with commercial and community opportunities. The project has been lauded as one of the most significant public housing redevelopments in South Florida and the Country, with HUD Secretary, Dr. Ben Carson, calling the project an example to follow around the country. Prior to his tenure at RUDG, Albert owned and operated real estate development, real estate brokerage and mortgage brokerage companies over the span of 20 years. After developing his first affordable housing development in 1999, he formed The Urban Development Group in 2002, focused on revitalizing communities by creating affordable homeownership for underserved markets. As a committed member of the local community, Albert has served on the Miami-Dade County Industrial Development Authority since 2005 and is a former member of the Greater Miami Chamber of Commerce’s Workforce Housing Committee. He also served on the board of the YMCA of South Florida from 2017 to 2019. In 2011, he was the President of the Builder’s Association of South Florida where he was awarded the President’s Award and was named Builder of the Year in 2009 and 2019. 121 451 JORGE M. PÉREZ CHAIRMAN AND CHIEF EXECUTIVE OFFICER, THE RELATED GROUP Jorge Pérez, Chairman and Chief Executive Officer of Related Group, has been at the forefront of South Florida’s complex urban evolution for over 30 years. A commitment to ‘building better cities,’ and a natural ability to identify emerging trends has made his one of the most trusted and influential names in real estate. Armed with a dynamic selection of land parcels, new financing techniques, the collective strength of Related’s management team and a pipeline of more than 80,000 residential units, Mr. Pérez is set to answer the demands and desires of a new generation. Pérez started out in the 1970’s, making a name for himself in the public housing market of neighborhoods like Miami’s Little Havana and Homestead. His attention to detail and commitment to creating quality living environments distinguished him within the marketplace and laid the groundwork for future Related projects. More than three decades later, his continued passion for vibrant urban communities has made him a trendsetter, often the first developer to enter emerging or undiscovered neighborhoods. Over the years, Pérez and Related Group have partnered with world-class names in architecture and interior design. Collaborations with creative luminaries like Bernardo Fort Brescia, David Rockwell, Philippe Starck, Yabu Pushelberg, Piero Lissoni, Karim Rashid and many others produced neighborhood-defining projects, and established Related’s developments as integral components of Miami’s evolving cityscape. A lover of art and an avid collector, Pérez infuses each development with carefully selected pieces from master artists. Works by Fernando Botero, Jaume Plensa, Julio LeParc and Fabian Burgos are proudly displayed at Related developments, complementing each building’s unique character and often serving as public fixtures of the community landscape. Mr. Pérez is deeply involved in supporting Miami’s ongoing cultural renaissance, sponsoring programs like the Miami International Film Festival’s Emerging Cuban Independent Film/Video Artists Program and The National Young Arts Foundation Residency in Visual Arts. Most notably, Pérez donated $40 Million to the Herzog & de Meuron-designed Pérez Art Museum Miami, or PAMM. He is also a member of the University of Miami’s Board of Trustees, chairs the Miami-Dade Cultural Affairs Council, and is a director of the Miami International Film Festival. Mr. Pérez has received numerous awards for his professional and philanthropic achievements, including Ernst & Young’s Entrepreneur of the Year, the Hispanic Achievement & Business Entrepreneurship Award from Hispanic Magazine, The Developers and Builders Alliance Community Advancement Award, and The Beacon Council’s 2015 Jay Malina Award. Mr. Pérez is also committed to The Giving Pledge, a campaign founded by Warren Buffett and Bill Gates to which 122 452 states he will donate 50 percent of his wealth to philanthropic purposes. In 2005, Time Magazine named Mr. Pérez one of the top 25 most influential Hispanics in the United States, and he has appeared on the cover of Forbes twice. Born in Buenos Aires, Argentina to Cuban parents, Pérez grew up in Bogota, Colombia. He graduated summa cum laude from C.W. Post College in Long Island and earned his Master’s in Urban Planning from the University of Michigan. ADOLFO HENRIQUES VICE CHAIRMAN, THE RELATED GROUP Adolfo Henriques serves as Vice Chairman of The Related Group, South Florida’s leading real estate developer. With over 20 years of experience in the banking industry and extensive executive leadership experience, Mr. Henriques’ duties include working with the executive team on strategic and organizational initiatives. Prior to joining Related in early 2017, Mr. Henriques served as Chairman and Chief Executive Officer of Gibraltar Private Bank and Trust, a private banking and wealth management company headquartered in Miami and was also CEO of the South Region for Regions Bank. A recipient of the Woodrow Wilson Award for Corporate Leadership, Adolfo Henriques holds a B.A. in Business from St. Leo College, has a Master’s Degree in Accounting from Florida International University and is a certified Public Accountant. He also serves as a member of the Executive Committee at Greater Miami Convention and Visitors Bureau (GMCVB) and was recently named among the 12 most powerful people in Miami by the Miami Herald. JON PAUL “JP” PÉREZ PRESIDENT, THE RELATED GROUP Jon Paul “JP” Pérez is responsible for overseeing development operations across the company’s various divisions, managing land acquisition efforts and leading the procurement of major construction financing. He also forms a part of Related’s Executive Committee, where he works with the firm’s C-level executives and division presidents to establish corporate priorities, growth strategies and other key company-wide initiatives. Jon Paul aims to continue supporting the firm’s reputation as a “market maker” and its proven ability to capitalize on opportunities well before competitors. A market maker himself, Jon Paul has personally spearheaded Related’s recent entrance into Miami’s popular Wynwood neighborhood, where he’s working to deliver several major mixed-use projects set to transform the area into a true live-work-play neighborhood. Recent projects include Wynwood 25, a 289-unit luxury rental property across from the iconic Wynwood Walls; The Annex, an eight-story, 50,000-square-foot, class A office building; and The Bradley, a 175-unit rental tower with interior design by Kravitz Design. 123 453 Since joining Related in 2012, Jon Paul has overseen the development of several thousand market-rate rental, affordable and luxury condominium units—including the 200-unit The Manor, the 365-unit Town City Center and the 690-unit Brickell Heights condo property. He has also played a key role in several marquee sales and acquisitions. Prior to joining Related, Jon Paul worked for The Related Companies of New York where he oversaw all aspects of the development process for more than 900 units, with direct responsibility for financial modeling, design programming and construction management. He also participated in securing capital for the firm’s $900 Million distressed opportunity fund, and in 2009 successfully led efforts to sell 425 unsold condominium units in Fort Myers, Florida over the span of 18 months. Jon Paul graduated from the University of Miami in 2007 with a B.S in business administration and received his MBA from Kellogg School of Management at Northwestern University in 2015. Nurturing Miami’s growing arts and culture community, Jon Paul remains closely aligned with the Pérez Art Museum Miami as well as with The National YoungArts Foundation (YoungArts), participating in its annual Miami YoungArts Week. He also sits on the board of Big Brothers Big Sisters of Miami and is an active United Way Young Leader. Every holiday season, Jon Paul also puts together Related’s annual Thanksgiving Turkey Drive to coordinate the delivery of over 2,600 turkeys across Miami-Dade, including to the firm’s affordable housing properties. MATTHEW J. ALLEN EXECUTIVE VICE PRESIDENT AND CHIEF OPERATING OFFICER, THE RELATED GROUP Matthew J. Allen is Executive Vice President and Chief Operating Officer of Related Group. Mr. Allen, who joined the company in 1999, is responsible for overseeing the day to day operations of the company. In addition, he directly oversees the finance, acquisitions, human resources, marketing, legal, accounting, asset management and property management divisions. Since 1999, he was directly responsible for raising over $13 billion in equity capital and debt. Prior to joining Related, Mr. Allen served as Senior Vice President of Atlantic Gulf Communities. Mr. Allen has over twenty-eight years of experience in Real Estate. He is a member of the Executive Council and the Board of Directors for Big Brothers Big Sisters of Greater Miami, member of the Orange Bowl Committee and on the Executive Council and Advisory Board of the DCC which benefits the Sylvester Comprehensive Cancer Research Center, Board Member of UM Real Estate Advisory Board and a Trustee of United Way. He is a former member of the BankAtlantic Advisory Council, The Marlins RBI Advisory Board, The Executive Committee and Board of Directors of the Beacon Council. Mr. Allen completed his undergraduate studies at Barry University and received his Master’s Degree in Business Administration from Florida International University. 124 454 BETSY MCCOY VICE PRESIDENT AND GENERAL COUNSEL, THE RELATED GROUP Betsy L. McCoy is General Counsel and Vice President of The Related Group. Ms. McCoy joined The Related Group in 2008 and is responsible for oversight of all legal issues and for providing direct counsel to Mr. Perez and Related’s COO, Matt Allen on matters affecting day to day operations. Prior to joining The Related Group, Ms. McCoy was in private practice as a principal and shareholder of her law firm located in Tampa, Florida where she served as litigation counsel statewide to financial institutions, real estate developers, and contractors. Ms. McCoy became Board Certified by The Florida Bar as a specialist in complex commercial and business litigation in 1997 and maintained that certification for 11 years until joining The Related Group. Ms. McCoy is a graduate of the prestigious Harvard Negotiation Project, a frequent speaker at national conferences, and holds a Master Advocate Certification by the National Institute of Trial Advocacy. Ms. McCoy is a graduate of Creighton University, College of Arts and Sciences, Omaha, Nebraska where she earned a Bachelor’s Degree; Creighton Law School where she earned her Juris Doctorate degree, and also, The University of Miami School of Law where Ms. McCoy earned an L.LM (Letters of Legal Mastery) in the law of real property development. BEN GERBER CHIEF FINANCIAL OFFICER AND SVP, THE RELATED GROUP Ben Gerber is Chief Financial Officer of Related Group where he oversees accounting, finance and information technology groups and is actively involved in the company’s capital markets initiatives. Ben joined Related in 2003 as a financial analyst, in charge of performing asset management functions for a 3,000-unit rental portfolio and creating financial models to evaluate future investment opportunities for the company. Since joining Related, Ben has closed over $10 billion in capital markets transactions. 125 455 KATIE BUTLER CHIEF ACCOUNTING OFFICER, THE RELATED GROUP Katie Butler will be responsible for overseeing all aspects of the organization’s accounting functions. Ms. Butler is primarily responsible for financial and regulatory compliance and controls, financial reporting and planning and analysis. Prior to joining Related in 2023 as the CAO, she worked in public accounting from 1998-2008, with KPMG out of Miami and served on the Related financial statement audit. Subsequent to working for KPMG, she became self-employed and continued to work with Related as a private accounting consultant for 15 years. Ms. Butler is a Certified Public Accountant in the State of Florida. She completed her undergraduate studies at University of Florida, where she earned her Bachelor of Science in accounting and received her Master of Accounting at Florida International University. TONY DEL POZZO SENIOR VICE PRESIDENT OF FINANCE, RELATED URBAN Tony Del Pozzo is the Senior Vice President of Finance and will be responsible for obtaining, negotiating and closing on financing for all projects. Mr. Del Pozzo will work directly with tax credit investors and lenders to obtain the necessary funds to finance the project. Tony Del Pozzo has a finance degree, extensive experience and established relationships with all of the largest national lenders around the country including the largest tax credit equity investors and syndicators. Tony has arranged the financing for all Related Urban projects to date, totaling over $1.3 billion in loans and $500 Million in tax credit equity. Moreover, he has arranged nearly $2 billion in total financing during his tenure at Related Urban. He will be assisted in all financing matters by a Senior Finance Manager and Finance Associate. Tony Del Pozzo has over twenty-five years of experience in the industry. Mr. Del Pozzo is a licensed Florida appraiser and holds a Master of Business Administration from the University of Miami. ANDREW VELO-ARIAS DIRECTOR OF ACQUISITIONS & DEVELOPMENT, RELATED URBAN Since joining Related in 2017, Andrew has closed on financing on more than 1,700 units and over $500MM in total development costs for affordable and mixed-income developments in South Florida while also managing the entitlement and permitting processes for these developments. Andrew has been actively involved in developing and implementing the River Parc Master Plan, a 22-acre public housing redevelopment effort in Miami, as well as the SoMi Parc Master Plan in South Miami. Prior to joining Related, Andrew worked for the Goldman Sachs Urban Investment Group and New York City Economic Development Corporation where he worked on large mixed-use, mixed-income developments in New York City. Andrew Velo-Arias holds a Master of Business Administration from Harvard Business School and a Master’s in Public Policy from the Kennedy School of Government. He was born and raised in Hialeah, Florida. 126 456 GEORGE LAGE VICE PRESIDENT OF CONSTRUCTION, RELATED URBAN CONSTRUCTION George Lage, as Vice President of Construction, is responsible for overseeing development and construction operations. With 20 years of construction experience, Mr. Lage has a proven track record of successfully completing projects of all types, sizes, and complexities. Mr. Lage received a Master’s degree in Construction Management from Florida International University and is licensed as a Certified General Contractor. GEORGE SANZ VICE PRESIDENT OF CONSTRUCTION OPERATIONS, RELATED URBAN CONSTRUCTION Jorge Sanz, as Vice President of Construction Operations, is responsible for overseeing the construction means and methods of Related’ s affordable/workforce division to ensure projects are delivered on-time and within budget. With over 25 years of construction experience, Mr. Sanz has a proven track record of successfully completing projects of all types, sizes and complexities. As a second-generation contractor, he has completed several projects ranging from several high rise luxury condominiums, a major league baseball stadium, heavy civil airport runway, several institutional educational facilities and most currently the master planning and redevelopment of Liberty Square. AL LOPEZ VICE PRESIDENT OF CONSTRUCTION OPERATIONS, RELATED URBAN CONSTRUCTION Mr. Al Lopez has over 25 years of experience in the construction industry and is responsible for overseeing all aspects of the construction operations, code compliance, quality control, and project close-outs. Mr. Lopez has a proven track record of successfully completing projects ranging from institutional buildings, commercial, hotels, and hi-rise multifamily residential housing. Mr. Lopez holds a Master of Science Degree and a Bachelor of Science Degree in Construction Management from Florida International University and is licensed as a Certified General Contractor. 127 457 THOMAS WALSH SENIOR VICE PRESIDENT OF CONSTRUCTION OPERATIONS , RELATED URBAN CONSTRUCTION Mr. Walsh comes to Fortune Urban Construction with 30 years of experience in the Construction industry. Mr. Walsh most recently had spent the past 6 years within the Related Condominium Department where he managed the Paraiso Community consisting of 4 – hi-rise Residential Condominiums, Public Right of Way Improvements, a Public Park and Beach Club and Restaurant. Mr. Walsh has a degree in Environmental Engineering from Norwich University located in Northfield, Vermont. MARILYN PASCUAL PRESIDENT, AFFORDABLE DIVISION, TRG MANAGEMENT Marilyn has more than nineteen years of experience in the management of multi-family housing communities. She re-joined TRG in April of 2010 as a Regional Manager after having served as President for the Housing Trust Management Group, Inc. for more than five years. Ms. Pascual was also a Regional Manager with Cornerstone Residential Management, Inc. and worked with TRG for five years early in her career where she quickly advanced from property manager to district manager. She has an excellent track record managing all types of apartment portfolios, but has an extensive history managing LIHTC, Bond and several other affordable programs. Ms. Pascual holds a Bachelor of Science Degree in Mechanical Engineering from the University of Florida. WILL VALENTIN REGIONAL VICE PRESIDENT, TRG MANAGEMENT Will has over 10 years in management experience that includes residential and commercial real estate. In addition, market rate, luxury, and affordable multi-family housing communities. Will Valentin joined TRG Management Company as a Regional Manager in 2021. Then promoted to Regional Vice President in October 2022. As a Regional Vice President Will is responsible for a portfolio of properties located within the City of Miami, Miami-Dade, and South Miami Florida. Will has broad-based experience in brand enhancement, employee development, operations, marketing, sales, strategic plan development and multi-site management. Will has an excellent track record managing all types of apartment portfolios, such as acquisitions, rehabs, lease ups, public housing, LIHTC, Bond and several other affordable programs. Prior to joining TRG Management Company, Will was a Vice President of Operations for a Real Estate Equity Company, overseeing a portfolio of 3500 plus units located throughout Florida, Virginia, South Dakota. Will Valentin holds a bachelor’s degree from the University of Phoenix in Business Administration and a master’s degree from the University of Phoenix in Science in Business. 128 458 ALVARO TORRES SENIOR FINANCE MANAGER, RELATED URBAN Alvaro Torres will serve as the Finance and Transaction Coordinator and will be responsible for administering and monitoring the financing process and closing. Mr. Torres has experience working with housing authorities, tax credit investors, lenders and governmental entities to coordinate the due diligence and closing process. Mr. Torres’ responsibilities include underwriting potential multifamily development opportunities, reviewing closing documents, assisting in negotiating debt and equity terms and conducting market research. Mr. Torres participated in closing over $550MM in debt and equity transactions for the rehabilitation or construction of over 1,500 affordable housing units. Prior to joining Related, Alvaro spent three years at Crow Holdings in Dallas, Texas where he performed market research, underwriting, and due diligence for over 200 assets across the multifamily, retail, industrial, hotel, and self-storage space. Mr. Torres holds a Bachelor of Business Administration in Finance with a specialization in Alternative Asset Management from Southern Methodist University. JORDAN DAVIS ACQUISITIONS AND DEVELOPMENT MANAGER, RELATED URBAN Jordan Davis will serve as the Acquisitions and Development Manager for the project. Jordan conducts deal-specific underwriting and due diligence, performs financial modeling and analytics, prepares competitive funding applications, and works directly with lenders, equity investors, and municipal partners in leading financial closings. Prior to joining Related Urban, Jordan worked as a Development Associate for The NRP Group in San Antonio, Texas, and Austin, Texas, leading new deal originations and successfully taking over $200MM in development through NRP’s Executive Committee. Jordan holds a Bachelor of Business Administration, With Distinction, from the University of Michigan’s Stephen M. Ross School of Business. 129 459 NATHAN LERNER ACQUISITIONS AND DEVELOPMENT ANALYST, RELATED URBAN Nathan Lerner will serve as the Acquisitions and Development Analyst for the project. Nathan conducts deal-specific underwriting and due diligence, performs financial modeling and analytics, prepares competitive funding applications, and works directly with lenders, equity investors, and municipal partners in leading financial closings. Nathan holds Bachelor of Arts degrees in Computer Science and Economics from Cornell University. LUKE TRIVILINO FINANCE ASSOCIATE, RELATED URBAN Luke Trivilino will serve as the Financial Associate for the project. Luke conducts deal-specific underwriting and due diligence, performs financial modeling and analytics, prepares competitive funding applications, and works directly with lenders, equity investors, and municipal partners in leading financial closings. Luke holds a Finance Degree from Bentley University. BERNARDO FORT-BRESCIA PRINCIPAL, ARQUITECTONICA Bernardo Fort-Brescia is a founding principal of Arquitectonica. A native of Lima he did his early studies in Peru and Europe where he learned multiple languages which would later prove useful for his international career. He studied architecture and urban planning at Princeton University and received a Master of Architecture from Harvard University, where he later taught. He moved to Florida in 1975 to teach at the University of Miami. In 1977 he founded Arquitectonica with a group of young architects and set up a studio in Coconut Grove. Bernardo led the charge of expanding the firm across the country and abroad. The firm is known as one of the pioneers of globalization in the architecture profession. Bernardo is a Fellow of the American Institute of Architects, a recipient of the AIA Silver Medal and the Urban Land Institute’s (ULI) Lifetime Achievement Award. He is active in community affairs including the University of Miami School of Architecture Advisory Board. RAYMOND FORT VICE PRESIDENT, ARQUITECTONICA Raymond Fort, AIA, is a licensed architect in Florida, Massachusetts and New York has over a decade’s worth of design and development experience. As a Vice President and Design Lead at Arquitectonica, Raymond’s work includes a wide-ranging portfolio including multi-family residential, single-family residential, office, retail, hotel, industrial, educational, institutional and a variety of complex mix-used and multi-phased projects throughout the globe. 130 460 JAVIER AVIÑÓ LAND DEVELOPMENT COUNSEL, BILZIN SUMBERG Javier is the first stop for developers before they put a shovel in the ground. Javier assists clients in obtaining the necessary development approvals for major high-rise residential condominium and rental projects, commercial and institutional buildings, single-family residential developments, affordable housing developments, and public-private partnerships. Javier also has extensive experience representing clients in the restaurant and hospitality industry with liquor licensing and permitting. This niche practice includes the solicitation of new licenses, the transfer of existing licenses, and the resolution of any zoning or permitting issues. ERIC SINGER PROCUREMENT COUNSEL, BILZIN SUMBERG Eric Singer is a member of Bilzin Sumberg’s P3 and Government Contracting team. Eric represents both public- and private-sector clients in the areas of government contracting and complex government transactions, including public private partnerships (P3). Eric has negotiated development agreements for a wide variety of public assets and public-private developments and has represented clients on some of Miami’s most transformative public-private projects. Eric also handles the full spectrum of public contracting issues, from preparation of proposals through appeals of administrative bid protests. Eric combines that practical experience with the extensive academic knowledge he gained as a visiting faculty member and research fellow at the New York University School of Law, where he studied P3s across the United States and abroad, in order to further his clients’ goals. Prior to joining Bilzin Sumberg, Eric served as a law clerk to the Honorable Danny J. Boggs of the United States Court of Appeals for the Sixth Circuit. BRIAN MCDONDOUGH BOND BORROWER COUNSEL, STEARNS WEAVER MILLER Mr. McDonough is a Shareholder in the Real Estate Department. He is a member of the Firm’s Board of Directors as well as its Executive Committee, and he also is the Chairperson of the Firm’s Affordable Housing & Tax Credit Practice Group. He represents developers using government loan programs, community housing development organizations and 501(c)(3) organizations using qualified 501(c)(3) bonds for multifamily housing developments. Brian assists clients with matters involving multifamily housing, low income housing tax credits and loan programs implemented by the U.S. Department of Housing & Urban Development. Brian also represents lenders in all types of real estate loans and in particular, loans related to affordable housing. 131 461 ALBERTO HERRERA SHAREHOLDER, KIMLEY-HORN Alberto has worked in increasing levels of responsibility and project management since the start of his professional career and offers 25 years of progressive experience in project management, budgeting, office management, and design in civil engineering, including land/site development, water and sewer collection and transmission systems, storm drainage systems, water management, pump stations, quantity estimates, civil and environmental permitting, and construction administration. He earned both his Master of Science and Bachelor of Science degrees in Civil Engineering from the University of Miami. Alberto is a registered professional engineer in the State of Florida, a certified Leadership in Energy and Environmental Design Accredited Professional (LEED AP) and an active member of the U.S. Green Building Council (USGBC). As civil engineer, he is well versed in developing “green” building alternatives using the fundamentals of LEED. His commitment to client service and responsibility through all phases of projects has provided stability and consistency for his clients and established him as a trusted partner. NOEL RAMIREZ STRUCTURAL ENGINEER, KIMLEY-HORN Noel Ramirez is a structural engineer with 11 years of experience in innovative building design and restoration techniques for parking garages and other structures of various construction types. His intense dedication and knack for details has proven to be a valuable asset in exceeding client expectations while working on a variety of projects. Noel has been involved with projects such as the Miami Dade College InterAmerican Campus Plaza Garage Evaluation, Miami Dade College Wolfson Campus Garage Restoration, Galleria Mall Garage Restoration, and UCF Garages B & D Condition Assessment and Restoration. His software experience includes SAFE, ETABS, RISA 3D, RAM, REVIT, AutoCAD, MathCAD, and MS Office. He is experienced in developing structural construction documents, creating restoration documents, designing concrete and steel structures, and conducting structural peer reviews, as well as managing the construction administration project phase. 132 462 JASON BIONDI FOUNDER, ENERGY COST SOLUTIONS GROUP Jason Biondi is the founder and Managing Director of Energy Cost Solutions Group (ECSG), a business which focuses on energy savings, commissioning, minimizing environmental impacts of construction, operations and maintenance and improving indoor environmental conditions. ECSG is currently involved with projects pursuing LEED New Construction, Core & Shell, Commercial Interiors and Existing Buildings Certification as well as National Green Building Standard, Enterprise Green Communities Criteria and Green Globes certifications. ECSG also performs commercial energy audits and environmental impact analysis for Major Use Special Permits. Jason has personally worked to help certify more than 20 green buildings throughout Florida and Latin America. Jason leads a team of experienced architects and engineers who comprise ECSG’s well balanced and effective green building certification operation. STEVEN ALEXANDER STRATEGIC CONSULTANT, SJ ALEXANDER LLC With over 35 years of leadership experience in a wide variety of areas within local and state government Steven’s experience includes having provided professional services to the State of Florida, two Public Florida State Universities, and Broward County and three municipalities. In Broward County he was the lead for the changing the governance of Port Everglades from an independent Authority, to being part of Broward County Government. Additionally, during this tenure Steven led a team to reorganize the emergency management service (EMS) or Fire Rescue system for the County, strategic planning and negotiating teams for major sports and entertainment parks, multimillion-dollar agreements including annexation between several local governments and public-private enterprises including two waste-to-energy incinerators and two major landfills. Steven was selected to draft the legal framework for and was part of the leadership team for the first new privately held District in Florida with municipal powers since the creation of Disney Worlds District. As an individual who is innovative in his approach to complex issues, his creative vision has received the highest compliment from the EPA, as it based its Federal underground storage tank program, on a policy and legislation which Steven created for the State of Florida. Additionally, he has been the first City Manager for two municipalities and brought organizational reorganization and political stability to another. As the first Town Manager of Cutler Bay, he was responsible for establishing every aspect of the newly chartered Town. As a former governmental leader Steven is particularly sensitive to the demands faced by elected officials to satisfy the public’s need for quick action and constant information and the essential interaction between the Council/Commission and Manager. MANOR LANTANA DEVELOPED BY RELATED GROUP SJ Alexander, LLC 133 463 GRAN PARAISO DEVELOPED BY RELATED GROUP 1.7.8. PAST PERFORMANCE 134 464 Please see the following pages for proof of completion for at least five (5) previously completed or ongoing projects similar to the Project within the past five (5) years, as identified in the list of recent contracts provided under Form 6. Proof of completion for previously completed projects is provided as certificates of occupancy for the project. Proof of ongoing work is provided as building permits for ongoing projects. 1.7.8. Litigation history relating to any prior or on-going development projects or similar projects. Past Performance. Respondent should demonstrate proof of completion for at least five (5) previously completed or ongoing projects similar to the Project within the past five (5) years, as identified in the list of recent contracts provided under Form 6. Respondent shall also provide: 1.7.8.1. This litigation history is provided in response to Section 1.7.8.1 of the RFQ. RUDG is a real estate developer that develops, through single purpose entities, public, affordable, workforce, and mixed-income housing. RUDG was named as a defendant in one lawsuit within the last five (5) years. The lawsuit has no effect on RUDG's intended performance, is resolved, and the details are below. Within the same time-period, RUDG developments have been, or are, involved in various types of litigation. The most common types of suits stem from landlord/tenant matters which are typically initiated by the developments to enforce tenancy provisions. Those are not elaborated upon further here. Other landlord/tenant matters arise in the form of fair housing claims. There is one pending claim of that nature. Suits premised on personal injury claims are tendered to insurer(s) and defended accordingly. Pending personal injury suits are listed below. Neither resolved or pending matters of any nature have not historically, and do not currently, cause a material or adverse impact to RUDG or its developments. There may be suits filed, but not yet served, which we are not aware of and are not disclosed. We have, to the best of our ability, searched all reasonable sources and our own records to make as full and as accurate a disclosure as is possible. Stone Soup Development, Inc. v. RUDG. LLC. Miami-Dade County Court Case No.: 2017-9509 CC 25, was filed in County Court in October 2017 and sought payment of fees allegedly due under a consulting agreement. This lawsuit was deemed a nuisance by RUDG, and RUDG anticipated no consequence on its financial or business affairs. After filing the lawsuit, Plaintiff took zero action to further the claim. The Court dismissed the lawsuit after Plaintiff failed to appear or pursue the claim in any manner. Maresa Ferez v. Stirrup Plaza Phase Two. LLC and TRG Management Company LLP. et al., Miami -Dade County Circuit Court Case No.: 2023-5272 CA 01. Livia Roman Lopez v. TRG Management Company LLLP, et al., Miami-Dade County Circuit Court Case No.: 2023-19884 CA 01. 135 465 Any formal complaint history within the last five (5) years with respect to Respondent’s development projects.1.7.8.2. At this time, RUDG, LLC is not aware of any formal complaints within the last five (5) years with respect to the Respondent’s development projects. The Related Urban team takes great pride in our work and, along with our affiliated general contractor (Related Urban Construction) and management company (TRG Management Company), we strive to transform housing developments into true neighborhoods. We have searched our records to the best of our ability and have not found any formal complaints. There may be complaints in existence which we are not yet aware of. GALLERY ON THE RIVER DEVELOPED BY RELATED URBAN 136 466 BUILDING PERMIT CITY OF TAMPA Issue Date: 12/14/2023 Permit Number: BLD-23-0502289 Project Location: 1101 W Main St, Tampa, Florida 33607 Issued to: Kenneth Nielsen HENNESSY CONSTRUCTION SERVICES CORP. Permit Type: Commercial New Construction and Additions Building Official: John (JC) Hudgison Description of Work: This is the next phase of the West River Development, a parking garage that supports the 2 adjacent buildings. (BLD-23-0502284 & BLD-23-0502288). Required Trades Building Mechanical Electrical Fire Plumbing IMPORTANT NOTE: In order to obtain inspections, you must provide a hardcopy of the approved construction drawings, when applicable, for your inspector on the job site (min 18” x 24”). Signs, aluminum enclosures, DCA approved structures and sheds may be on 11” x 17” size. Projects located in a FEMA Special Flood Hazard Area (SFHA) will require inspections by City of Tampa staff for all elements below the Design Flood Elevation (DFE) prior to the concealment of any work. Additionally, City staff will perform a final inspection on all projects in a SFHA. Notice: A Bld-Pre-Construction Inspection is required prior to starting work and after the Erosion and Sediment Control, tree protection, sanitary facilities and permit documentation is in place. This is applicable on New Construction/Additions as well as most projects where the footprint of the property is being altered by adding to a structure, and/or the nature of the work being performed has the potential to impact adjacent properties. Contact the Inspections staff at CSDInspections@Tampagov.net or visit our website, for additional information. Permit Card Must Be Posted and Properly Maintained In A Conspicuous Location at the Job Site Throughout the Construction Project 137 467 BUILDING PERMIT CITY OF TAMPA Issue Date: 12/15/2023 Permit Number: BLD-23-0502284 Project Location: 1101 W Main St, Tampa, Florida 33607 Issued to: Kenneth Nielsen HENNESSY CONSTRUCTION SERVICES CORP. Permit Type: Commercial New Construction and Additions Building Official: John (JC) Hudgison Description of Work: This is the next phase of the West River Development, comprised of a 158 unit 5-story building. Required Trades Building Mechanical Electrical Fire Plumbing IMPORTANT NOTE: In order to obtain inspections, you must provide a hardcopy of the approved construction drawings, when applicable, for your inspector on the job site (min 18” x 24”). Signs, aluminum enclosures, DCA approved structures and sheds may be on 11” x 17” size. Projects located in a FEMA Special Flood Hazard Area (SFHA) will require inspections by City of Tampa staff for all elements below the Design Flood Elevation (DFE) prior to the concealment of any work. Additionally, City staff will perform a final inspection on all projects in a SFHA. Notice: A Bld-Pre-Construction Inspection is required prior to starting work and after the Erosion and Sediment Control, tree protection, sanitary facilities and permit documentation is in place. This is applicable on New Construction/Additions as well as most projects where the footprint of the property is being altered by adding to a structure, and/or the nature of the work being performed has the potential to impact adjacent properties. Contact the Inspections staff at CSDInspections@Tampagov.net or visit our website, for additional information. Permit Card Must Be Posted and Properly Maintained In A Conspicuous Location at the Job Site Throughout the Construction Project 138 468 BUILDING PERMIT CITY OF TAMPA Issue Date: 12/14/2023 Permit Number: BLD-23-0502288 Project Location: 1101 W Main St, Tampa, Florida 33607 Issued to: Kenneth Nielsen HENNESSY CONSTRUCTION SERVICES CORP. Permit Type: Commercial New Construction and Additions Building Official: John (JC) Hudgison Description of Work: This is the next phase of the West River Development, comprised of a 30 unit 3-story building. Required Trades Building Mechanical Electrical Fire Plumbing IMPORTANT NOTE: In order to obtain inspections, you must provide a hardcopy of the approved construction drawings, when applicable, for your inspector on the job site (min 18” x 24”). Signs, aluminum enclosures, DCA approved structures and sheds may be on 11” x 17” size. Projects located in a FEMA Special Flood Hazard Area (SFHA) will require inspections by City of Tampa staff for all elements below the Design Flood Elevation (DFE) prior to the concealment of any work. Additionally, City staff will perform a final inspection on all projects in a SFHA. Notice: A Bld-Pre-Construction Inspection is required prior to starting work and after the Erosion and Sediment Control, tree protection, sanitary facilities and permit documentation is in place. This is applicable on New Construction/Additions as well as most projects where the footprint of the property is being altered by adding to a structure, and/or the nature of the work being performed has the potential to impact adjacent properties. Contact the Inspections staff at CSDInspections@Tampagov.net or visit our website, for additional information. Permit Card Must Be Posted and Properly Maintained In A Conspicuous Location at the Job Site Throughout the Construction Project 139 469 12/15/23, 1:10 PM Miami-Dade County Building Department https://wwwx.miamidade.gov/Apps/RER/ePermittingMenu/Home/PrintPermitCard?PROS=C2022169633 1/4 e-Permitting BUILDING PERMIT AND INSPECTION RECORD 12/15/2023 PERMIT NO. 2024-014942 FOLIO: 0102030601020 JOB SITE ADDRESS 450 SW 5 ST LEGAL CITY OF MIAMI SOUTH PB B-41 LOTS 4 TO 8 INC BLK 36 APPLICATION TYPE PROF CERT INSP 282442 SQFT 176 UNITS 12 FLOORS PROPOSED USE GOVERNMENT FACILITIES /HIGH-RISE PROJECT OWNER NAME: MIAMI-DADE COUNTY CONTRACTOR RELATED URBAN CONSTRUCTION LLC QUALIFIER LAGE GEORGE R PERMIT TYPE BUILDING CATEGORIES 0001 GENERAL (COUNTY) 0018 FENCE DATE: 12/15/2023 PROCESS NUMBER: C2022169633 NEW *AMOUNT PAID 72942.68 BAIF 48543 BLDG ADMIN IN 728.14 BCCS 1 BCCO SURCHARG 19980.00 BLCO 1 BUILDING CC O 49.88 BLDG 283299 ALL OTHERS 33372.74 BLDG 1300000 NEW CONST-OTH 12532.00 BLDG 288000 UPFRONT FEE C 14832.00 BSUR 3 BLDG 7.5% SUR 2334.20 CEXP 1 CONST EXPR SU 8.05 CEXP 1 CONST EXPR SU 8.05 DERM 120 MISC FEES (MA 120.00 DERM 1 TREE REVIEW 65.00 DERM 1 ASBESTOS REVI 175.00 DERM 1 UP FRONT FEE- 80.00 DERM 1 IW 2 RECLAIM 470.00 DERM 167 MULTIFAMILY S 111.75 DERM 167 MULTI-FAMILY 111.75 DERM 1 PAVING AND DR 210.00 DERM 1 PROCESSING EL 60.00 DERM 1 FLOOD PLAIN R 100.00 DERM 1 AIR SOURCE PL 200.00 DERM 1 TIE-BEAM REVI 50.00 DERM 1 SEWER CAP. CE 120.00 DERM 1 FLOODPROOF EL 220.00 EXPR 1 1ST EXTENSION 107.34 EXPR 1 2ND EXTENSION 107.34 MISC 0 OTHER FEES 22173.82 12/13/2023 09:37 BNZWEB1 182312131046 WEBIPAS 72942.68 BUILDING PERMIT AND INSPECTION RECORD 12/15/2023 PERMIT NO. 2024-014942 PROCESS NO. C2022169633 FOLIO: 0102030601020 JOB SITE ADDRESS 450 SW 5 ST REQUIRED INSPECTIONS____________________________INITIALS_____DATE BUILDING 0001 GENERAL (COUNTY) 004 FOUNDATION/MONOLITHIC SLAB __________....__________ 006 SLAB __________....__________ 005 TIE BEAM/REINFORCING __________....__________ 072 ROOF TRUSS/PERM BRACING/SHEATH __________....__________ 007 FRAMING/FIRE STOPPING WINDOWS __________....__________ 073 LATHING/FIREWALL/DRYWALL INSPE __________....__________ 108 FINAL ZONING AND LANDSCAPE __________....__________ 001 FINAL __________....__________ 071 INSULATION INSPECTIONS __________....__________ 0018 FENCE 082 FENCE FOUNDATION __________....__________ 005 TIE BEAM/REINFORCING __________....__________ 001 FINAL __________....__________ 0082 WINDOWS 007 FRAMING/FIRE STOPPING WINDOWS __________....__________140 470 12/15/23, 1:11 PM Miami-Dade County Building Department https://wwwx.miamidade.gov/Apps/RER/ePermittingMenu/Home/PrintPermitCard?PROS=C2022169633 2/4 001 FINAL __________....__________ 0083 WINDOW INSTALLATN 007 FRAMING/FIRE STOPPING WINDOWS __________....__________ 001 FINAL __________....__________ 0092 GRAVEL, SBS, SINGLE PLY, ETC. 059 BEFORE ANCHOR SHEET IS COVERED __________....__________ 001 FINAL __________....__________ 0109 WATERPROOFING 009 TIME OF INSTALLATION __________....__________ 001 FINAL __________....__________ MECHANICAL 0003 A/C - UNLTD 023 UNDERGROUND __________....__________ 002 ROUGH __________....__________ 029 PRESSURE TEST __________....__________ 001 FINAL __________....__________ 0010 HEATING 002 ROUGH __________....__________ 001 FINAL __________....__________ 0011 INSULATION 002 ROUGH __________....__________ 001 FINAL __________....__________ 0040 INTERNAL COMBUSTION 001 FINAL __________....__________ 0041 MECHANICAL VENTILATION 023 UNDERGROUND __________....__________ 002 ROUGH __________....__________ 001 FINAL __________....__________ 0048 SMOKE CONTROL 038 SMOKE EVACUATION TEST __________....__________ 001 FINAL __________....__________ PLUMBING 0001 PLUMBING 015 GROUND ROUGH __________....__________ 002 ROUGH __________....__________ 018 SEWER AND RELAY/WATER SERVICE __________....__________ 001 FINAL __________....__________ 0003 LAWN SPRINKLER 001 FINAL __________....__________ 0015 SITE UTILITIES 023 UNDERGROUND __________....__________ 001 FINAL __________....__________ 0021 RE-METERING 001 FINAL __________....__________ 0024 INTERCEPTOR/GREASE TRAP 001 FINAL __________....__________ ELECTRICAL 0001 ELECTRICAL 074 FOUNDATION GROUNDING __________....__________ 006 SLAB __________....__________ 002 ROUGH __________....__________ 001 FINAL __________....__________ 141 471 12/15/23, 1:11 PM Miami-Dade County Building Department https://wwwx.miamidade.gov/Apps/RER/ePermittingMenu/Home/PrintPermitCard?PROS=C2022169633 3/4 0004 FIRE ALARM SPECLT 002 ROUGH __________....__________ 023 UNDERGROUND __________....__________ 001 FINAL __________....__________ 0006 MASTER TV ANTENNA 002 ROUGH __________....__________ 001 FINAL __________....__________ 0028 LIGHTING POLE (STANDARD) 004 FOUNDATION/MONOLITHIC SLAB __________....__________ 023 UNDERGROUND __________....__________ 002 ROUGH __________....__________ 001 FINAL __________....__________ 0035 TELEPHONE AND COMMUNICATION 002 ROUGH __________....__________ 001 FINAL __________....__________ 0040 IN BUILDING PUBLIC RADIO ENCHANCEMENT SYSTEM 002 ROUGH __________....__________ 023 UNDERGROUND __________....__________ 001 FINAL __________....__________ 209 FIRE FINAL __________....__________ COMPLETION HOLDS INIT STATUS DATE 186 FLOOD PROG: FINAL E.C. REQ .........._______...A....________ 108 HOLD AT TIE BEAM SEE DERM .........._______...A....________ 214 ZONING INSPECTION REQUIRED .........._______...A....________ 196 HOLD FNL-LANDSC CERT BY L ARCH .........._______...A....________ 429 SUBMIT ELEV CERT OF OPERATION .........._______...A....________ 451 DOOR BLOWER TEST REQ. AT FINAL .........._______...A....________ 024 SHOP DRWG REQ FOR RAILINGS .........._______...A....________ 159 SPEC INSP APPROV. FOR THIS JOB .........._______...A....________ 173 SHOP DWG REQ EXT DOORS - NOA .........._______...A....________ 412 SHP DWG REQ POST-TEN DET/CALCS .........._______...A....________ 430 SPEC INSP ON JOB. AUTO INSP 43 .........._______...A....________ 440 SHORING/RE-SHORING PLANS & CAL .........._______...A....________ 147 THRESHOLD INSPECTION .........._______...A....________ 160 SHOP DRWG REQRD-STR. STEEL .........._______...A....________ 124 IMPACT FEES - LETTER OF CREDIT .........._______...A....________ 446 PWD P&D INSPECTION .........._______...A....________ 065 PENDING/COASTAL/WETLANDS/TREES .........._______...A....________ BUILDING PERMIT AND INSPECTION RECORD 12/15/2023 PERMIT NO. 2024-014942 PROCESS NO. C2022169633 FOLIO: 0102030601020 JOB SITE ADDRESS 450 SW 5 ST FIRE DEPARTMENT REQUIRED INSPECTIONS INIT DATE FIRE 0001 FIRE INSPECTIONS RECOMMENDED 200 FIRE HYDRANTS __________....__________ 208 FIRE TCO INSPECTION __________....__________ 211 PRELIMINARY __________....__________ 209 FIRE FINAL __________....__________ 0004 FIRE ALARM 209 FIRE FINAL __________....__________ 0032 FIRE SPRINKLERS 200 FIRE HYDRANTS __________....__________ 201 FIRE UNDERGROUND __________....__________ 202 FIRE PRESSURE TEST __________....__________ 142 472 12/15/23, 1:11 PM Miami-Dade County Building Department https://wwwx.miamidade.gov/Apps/RER/ePermittingMenu/Home/PrintPermitCard?PROS=C2022169633 4/4 206 FIRE ROUGH __________....__________ 207 FIRE PUMP PERFORMANCE TEST __________....__________ 210 FIRE STANDPIPE __________....__________ 215 FIRE FLUSH __________....__________ 209 FIRE FINAL __________....__________ NOTE: ROUGH,ELECTRICAL, PLUMBING, AND MECHANICAL INSPECTIONS MUST BE MADE AND APPROVED BEFORE REQUESTING A FRAMING INSPECTION. FOR INSPECTIONS YOU CAN CALL THE PERMITTING & INSPECTION VOICE RESPONSE SYSTEM AT 305-591-7966. WHEN THE SYSTEM ANSWERS PRESS 1221. BEFORE CALLING HAVE YOUR TEN DIGIT PERMIT NUMBER AND THREE DIGIT INSPECTION TYPE READY. THE INSPECTION TYPE CAN BE FOUND ON THE PERMIT CARD NEXT TO THE REQUIRED INSPECTION. OR CALL MIAMI-DADE PERMITTING AND INSPECTION CENTER - 11805 SW 26 ST (786) 315-2100. INSPECTORS CAN BE REACHED AT THE OFFICE FROM 7 AM TO 8 AM FIRE INSPECTIONS: CALL FIRE DEPT. AT 786-331-4798 WARNING TO OWNERS:-------------------> YOUR FAILURE TO RECORD A NOTICE OF COMMENCEMENT MAY RESULT IN YOUR PAYING TWICE FOR IMPROVEMENTS TO YOUR PROPERTY.IF YOU INTEND TO OBTAIN FINANCING CONSULT WITH YOUR LENDER OR AN ATTORNEY BEFORE RECORDING YOUR NOTICE OF COMMENCEMENT. YOU HAVE PURCHASED A BUILDING PERMIT ONLY. SEPARATE PERMITS ARE REQUIRED FOR ROOFING, PLUMBING, ELECTRICAL, MECHANICAL, WINDOW, AND STORM SHUTTER WORK COMPLIANCE WITH THE FLORIDA ACCESSIBILITY CODE WILL BE VERIFIED AT THE TIME OF ROUGH AND FINAL INSPECTIONS WHERE APPLICABLE. BUILDING PERMITS SHALL EXPIRE 180 DAYS FROM THE DATE OF ISSUANCE OR THE DATE OF LAST APPROVED INSPECTION. PUBLIC WORK PERMIT IS REQUIRED, PLEASE GO TO THE PUBLIC WORK COUNTER. IN ADDITION TO THE REQUIREMENTS OF THIS PERMIT, THERE MAY BE ADDITIONAL RESTRICTIONS APPLICABLE TO THIS PROPERTY THAT MAY BE FOUND IN THE PUBLIC RECORDS OF THIS COUNTY, AND THERE MAY BE ADDITIONAL PERMITS REQUIRED FROM OTHER GOVERNMENTAL ENTITIES SUCH AS WATER MANAGEMENT DISTRICT, STATE AGENCIES, OR FEDERAL AGENCIES. Back to Main Menu BLDG Home Page | BLDG Main Menu | BLDG Permit Menu | BLDG Plans Processing Menu | Inspection Types | Address Format Home | About | Phone Directory | Privacy | Disclaimer E-mail your comments, questions and suggestions to Webmaster This page was last edited on: February 23, 2004 Web Site © 2004 Miami-Dade County. All rights reserved. ; 143 473 Applicant:Liberty Square Phase Four LLC Permit Number:BD21029626P11PH001 Contractor:RELATED URBAN CONSTRUCTION LLC/ LAGE,GEORGE Job Address:1415 NW 63 ST Certificate Required:CO Folio Number:131140090010 Additional Property Info:PRIVATE PROVIDER-ARC Private Provider-Plans Review and Inspections Date Issued:June/30/2023 Governing code:FBC 7th Edition (2020) Job Category:NEW CONSTRUCTION Job Description:PHASED CLASS I:FULL VERTICAL Estimated Cost:$0.00 Total Permit Processing Time:261 days 3.5 hrs Time with Jurisdiction:95 days 19 hrs Time with Applicant:165 days 8.5 hrs NOTICE:In addition to the requirements of this permit,there may be additional restrictions applicable to this property that may be found in the public records of this county,and there may be additional permits required from other governmental entities such as water management districts,state agencies,or federal agencies. NOTICE:This card MUST BE DISPLAYED PROMINENTLY at the front entrance of the premises (or other location acceptable to the WARNING TO OWNER: YOUR FAILURE TO RECORD A NOTICE OF COMMENCEMENT MAY RESULT IN YOUR PAYING TWICE FOR THE IMPROVEMENTS TO YOUR PROPERTY.A NOTICE OF COMMENCEMENT MUST BE RECORDED AND POSTED ON THE JOB SITE BEFORE THE FIRST INSPECTION.IF YOU INTEND TO OBTAIN FINANCING, YOU SHOULD CONSULT WITH YOUR BUILDING PERMIT 144 474 building official)for the duration of the work in progress under this permit. LENDER OR AN ATTORNEY BEFORE RECORDING YOUR NOTICE OF COMMENCEMENT.Rev.01/29/2019 Generated on 07/05/2023 9:45 AM BUILDING PERMIT 145 475 Building Permit Instructions LIMITATIONS OF THIS PERMIT:This permit does NOT cover the installation of electrical, Plumbing, Roofing, Boiler,ElevatororMechanicalwork.Seperatepermitsmustbeobtainedfromthepropersectionsbeforestarting work involving these installations. ADDITIONAL PERMITS:The issuance of this permit does not authorize the installation of work such as boilers, pressure vessels, wells, septic tanks, paving, relocating structures, installation of signs, awnings, etc. MECHANIC'S LIEN LAW:Failure to comply with the mechanic's lien law can result in the property owner paying twice for building improvements. If the cost of this project is $2,500 or more, you must file a Notice of Commencement (form is attached) with the clerk of county Courts. CERTIFICATES:IfyourbuildingrequiresaCertificateofOccupancyitmayNOTbeoccupieduntiltheBuildingfinal inspection is approved, and a certificate is issued. CONTRACTOR'S RESPONSIBILITIES:Building permits shall expire 180 days from the date of issuance if the work permitted thereunder has not been commenced. Such permit shall also expire if the building or work authorized by such permit if suspended or abandoned for a period of 180 days after work commences or from the date of the last inspection. The permit holder shall be responsible for advancing the progress of the work so as to avoid expirationofthispermit.Thepermitmaybekeptactivebyobtaininganapprovedinspection:notethatapartially approved inspection wil not suffice. Approved plans must be maintained on the job at all times. POSTING REQUIREMENT:The permit card must be posted in a conspicuous place at or near the main entrance to the new building (or area of construction) and must be available to the building inspector at all times. To Schedule Inspections By Telephone: BUILDING DEPARTMENT 305-416-1100 Structural & Building inspections Electrical inspections Mechanical inspections Plumbing inspections FIRE DEPARTMENT 305-416-1600 CODE COMPLIANCE OFFICE Zoning inspections - North Office 305-329-4820 Central Office 305-329-4800 SW Office 305-329-4770 SE Office 305-416-2137 PUBLIC WORKS DEPARTMENT 305-416-1200 NOTE: Inspections will be made on the following workday whenever possible. Rev. 01/29/2019 Generated on 07/05/2023 9:45 AM 146 476 Applicant:liberty square phase Four LLC Permit Number:BD21029627P11PH001 Contractor:RELATED URBAN CONSTRUCTION LLC/ LAGE,GEORGE Job Address:1420 NW 65 ST Certificate Required:CO Folio Number:131140090010 Additional Property Info:PRIVATE PROVIDER-ARC Private Provider-Plans Review and Inspections Date Issued:July/05/2023 Governing code:FBC 7th Edition (2020) Job Category:NEW CONSTRUCTION Job Description:PHASED CLASS I:FULL VERTICAL Estimated Cost:$0.00 Total Permit Processing Time:249 days 0.5 hrs Time with Jurisdiction:102 days 2.5 hrs Time with Applicant:146 days 22 hrs NOTICE:In addition to the requirements of this permit,there may be additional restrictions applicable to this property that may be found in the public records of this county,and there may be additional permits required from other governmental entities such as water management districts,state agencies,or federal agencies. NOTICE:This card MUST BE DISPLAYED PROMINENTLY at the front entrance of the premises (or other location acceptable to the WARNING TO OWNER: YOUR FAILURE TO RECORD A NOTICE OF COMMENCEMENT MAY RESULT IN YOUR PAYING TWICE FOR THE IMPROVEMENTS TO YOUR PROPERTY.A NOTICE OF COMMENCEMENT MUST BE RECORDED AND POSTED ON THE JOB SITE BEFORE THE FIRST INSPECTION.IF YOU INTEND TO OBTAIN FINANCING, YOU SHOULD CONSULT WITH YOUR BUILDING PERMIT 147 477 building official)for the duration of the work in progress under this permit. LENDER OR AN ATTORNEY BEFORE RECORDING YOUR NOTICE OF COMMENCEMENT.Rev.01/29/2019 Generated on 09/15/2023 10:49 AM BUILDING PERMIT 148 478 Building Permit Instructions LIMITATIONS OF THIS PERMIT:This permit does NOT cover the installation of electrical, Plumbing, Roofing, Boiler,ElevatororMechanicalwork.Seperatepermitsmustbeobtainedfromthepropersectionsbeforestarting work involving these installations. ADDITIONAL PERMITS:The issuance of this permit does not authorize the installation of work such as boilers, pressure vessels, wells, septic tanks, paving, relocating structures, installation of signs, awnings, etc. MECHANIC'S LIEN LAW:Failure to comply with the mechanic's lien law can result in the property owner paying twice for building improvements. If the cost of this project is $2,500 or more, you must file a Notice of Commencement (form is attached) with the clerk of county Courts. CERTIFICATES:IfyourbuildingrequiresaCertificateofOccupancyitmayNOTbeoccupieduntiltheBuildingfinal inspection is approved, and a certificate is issued. CONTRACTOR'S RESPONSIBILITIES:Building permits shall expire 180 days from the date of issuance if the work permitted thereunder has not been commenced. Such permit shall also expire if the building or work authorized by such permit if suspended or abandoned for a period of 180 days after work commences or from the date of the last inspection. The permit holder shall be responsible for advancing the progress of the work so as to avoid expirationofthispermit.Thepermitmaybekeptactivebyobtaininganapprovedinspection:notethatapartially approved inspection wil not suffice. Approved plans must be maintained on the job at all times. POSTING REQUIREMENT:The permit card must be posted in a conspicuous place at or near the main entrance to the new building (or area of construction) and must be available to the building inspector at all times. To Schedule Inspections By Telephone: BUILDING DEPARTMENT 305-416-1100 Structural & Building inspections Electrical inspections Mechanical inspections Plumbing inspections FIRE DEPARTMENT 305-416-1600 CODE COMPLIANCE OFFICE Zoning inspections - North Office 305-329-4820 Central Office 305-329-4800 SW Office 305-329-4770 SE Office 305-416-2137 PUBLIC WORKS DEPARTMENT 305-416-1200 NOTE: Inspections will be made on the following workday whenever possible. Rev. 01/29/2019 Generated on 09/15/2023 10:49 AM 149 479 150 480 NOTICE OF COMMENCEMENT (A RECORDED COPY MUST BE POSTED ON THE JOB SITE AT THE TIME OF FIRST INSPECTION) Permit No: _________ Tax Folio No : __________ _ STATE OF FLORIDA : COUNTY OF MIAMI -DADE : THE UNDERSIGNED here by gives notice that i mprovements will be made to certain rea l property, and i n accordance with Chapter 713, Florida Statutes, the fol lowing information is provided in this Noti ce of Commencement. This space is reserved for the recording office. 1. Le gal description of the property and street address : 2 . Des cri ption of i mprovement: ------------------------------------- 3. Owner's name and address: In terest i n property: Name and address of fee simp le titleholder: 4. Contractor's name, address and phone number : 5. Surety: (Payment bond required by owner from contractor, if any) 6. Lender's name and address : 7. Persons within the State of Florida designated by the Owner upon whom notices or other documents may be served as provided by Section 713.13(1)(a)7, Florida Statutes, Name, address and phone number: 8. In addition to himself, Owner designates the following person(s) to receive a copy of the Lienor's Not ice as provided in Section 713 .13 (1)(b), Florida Statutes . Name, address and phone number----------------------------------- 9. Expiration date of this Notice of Commencement~· __________________________ _ (T he expiration date is 1 year from t he date of reco rd i ng u n l ess a d ifferen t d ate is specified) WARNING TO OWNER: ANY PAYM[tffS MADE BY THE OWNER AFTER THE EXP I RATIO N OF THE NOTICE OF COMMENCEMENT ARE CONS I DERED I MPROPER PAYMENTS U NDER CHA PTER 7 13, PART I, SECTI ON 713.13. FLOR ID A STATUTES , AND CAN RES U LT IN YOUR PAYING TWICE FOR IMPROVEMENTS TO YOUR PRO PERTY. A NOTI CE OF CO MMENCEMEN T MUST BE RECOR DED AND POSTED ON THE JOB SITE BEFORE THE FIRST INSPECT ION. I F YO U IN T EN D TO OBTAIN FIN ANC I NG, CONSULT WITH YOUR LENDER OR AN ATTORNEY BE FOR E COMMENCING WORK OR RECO RD I NG YOUR NOT ICE OF COMM EN CEM ENT. Signature(s) of Owner(s) or Owner(s)' Authorized Officer/Director/Partner/Manager: Prepared by: __________________ Prepared by: _________________ _ Print Name : Print Name : Title/Office: Title/Office: STATE OF FLORIDA: COUNTY OF MIAMI-DADE : The foregoing instrument was acknowledged before me this ____ day of ______ _ 20 by----------------------- □ Indi vidually, or □ as _________________ for □ Personally known, or □ produced the fo llowing type of identification: Signature of Notary Public : ___________ _ Print Name: (SEAL) YEBIEIGAJION PURSUANT JO SECJION 92 525 fLORIQA SJAJUJES Under penalties of perjury , I declare that I have read the foregoing and that the facts stated it are true , to the best of my knowledge and belief. Signature(s) of Owner(s) or Owner(s)' Authorized Officer/Director/Partner/Manager who signed above: By: ______________________ By: _______________________ _ 151 481 This instrument prepared by: Name: ____________________ _ Address: __________________ _ NOTICE OF TERMINATION (of Notice of Commencement) This space is reserved for the recording office. STATE OF FLORIDA: COUNTY OF MIAMI-DADE : The undersigned hereby gives notice that the effective period of that certain Notice of Commencement dated___, recorded in O.R. Book/ Page ___ / ___ of the Public Records of Miami-Dade County, Florida, will terminate; and, in accordance with Section 713.132, Florida Statutes, the following information is provided: 1. The date and recording information for the Notice of Commencement being terminated are as described above, and all information contained therein is hereby expressly incorporated in this NOTICE OF TERMINATION. 2. The Notice of Commencement shall be terminated as of _______ , or 30 days from the recording date of this Notice of Termination, whichever date is later. 3. This Notice of Termination applies to: □ all the real property subject to the above described Notice of Commencement. □ only to the portion of such real property described as : 4. All lienors have been paid in full or prorate in accordance with Section 713.06(4), Florida Statutes. 5. A copy of this notice has been served on the contractor and on each lienor who has given notice, if any. Owner Signature ______________ _ Owner Signature ______________ _ Print Name ________________ _ Print Name SWORN TO AND SUBSCRIBED before me this _____ day of _________ _ 20 by _______________ _ Personally known to me, or produced ________________ as identification. Notary Signature: Exhibit attached: Print Notary's Name: □ Contractor's Final Payment Affidavit {SEAL) □ Property Legal Description □ Copy of Notice of Commencement 152 482 RELEASE OF LIEN AND AFFIDAVIT 1. The unders igned contractor, for an in consideration of the payments of the sum of ________ paid by receipt of which is hereby acknowledged, hereby releases and quit claims to _______________ ~ the owner of the hereinafter described property, all liens, lien rights, claims or demands of any kind whatsoever, which the undersigned now has to This soace is reserved for the recordine office. might have against the building located on, or premises legally described as: on account of labor performed and/or materials furnished for the construction of any such improvement on said premises. 2. All labor and materials used by the undersigned in the erection of said improvements have been paid in full, except as follows:---------------------------------- 3. All lienors furnishing labor, services or materials for said improvements have been paid in full, except as follows:--------------------------------------- 4. This instrument is executed and delivered to the owner in compliance with Chapter 713, Florida Statutes. 5. The undersigned contractor does hereby consent to the payment by the owner of all lienors giving notice and those lienors above named. IN WITNESS WHEREOF, I have hereunto set my hand and seal this ____ day of ______ 20 __ _ Witnesses: 1. ----------------- 2. ________________ _ STATE OF FLORIDA: COUNTY OF MIAMI-DADE: ____________ (SEAL) (Contractor) (President) I hereby acknowledge that the statements contained in the foregoing Release of Lien and Affidavit are true and correct. Sworn to and subscribed before me this _____ day of _______ __, 20 __ . Notary Public: ___________ _ Print Notary's Name: _________ _ My Commission Expires: ________ _ 153 483 41 IIU ~• ::uu ... ,, ~Ott\" Olitt! of ~iami BUILDING DEPAR MENT WARNING TO OWNER CONSTRUCTION LIE LAW FOR OWNERS Instructions for Executing the Notice of Commencement N OTE: If you signed as the Owner's agent, you a r e r esponsible for Flori da's Cons t r uction Li en Law (Ch ap ter 713, Part delivering this information to the Owner of the p r operty. One , Florida St atut es ) requ i res t he r eco rd ing w ith the Clerk of t he Courts a Not ice of Commencement for rea l property i mprovements greater t han $2 ,500.00. However, it does n ot apply to the re p ai r or rep lacement of an ex isti ng hea t ing or air co nd iti on i ng system less t han $7,500.00 i n value. Th is notice must be signed by you, t he property owner. Un der Florida law, t hose wh o work on your property or provid e ma teria ls an d are not p aid , have a r igh t t o en force t hei r cla i m for p ayment aga inst you r property. This cl aim is kno wn as a constru ction lie n. YOU MUST FI LE A NOTICE OF COMMENCEMENT For your p rotection under th e Construct ion Lien Law and t o avoid the poss i bi lity of paying tw ice for im provements t o rea l p rop erty, you mu st record a Not ice of Commencement in the Clerk of t h e Court's Offi ce. You also must provide a certified co py of t he reco r ded document at t he constru ct ion si t e. The Not ice of Commencement must be signed by you , t he owne r contrac ti ng t he i mprovements, an d not by you r agent. The Notice of Comm enc ement form, provided wit h t his informat ion packet, must be completed an d r ecorded w it h in 90 days before st arting the work. A co py of th e payment bond, if any is requ ir ed b y you an d p urch ased by th e contract o r, must b e attached as pa rt of the Noti ce of Commencement when recorded. If imp rove ments described in the Not ice of Commencement ar e no t actua ll y st arted w ith in 90 days after the recording of the Not i ce, a new Not ice of Commencement must be r ecorded. You lose your prot ection under t he Cons t r uct io n Lie n Law if t he pay ments are m ade t o the cont ractor after the ex pi ra t ion of the No ti ce of Commencement . The No t ice is good for one year after t h e rec ording dat e or up t o t h e date speci fied under item nine of the form. Flo r ida law r equ ires t he City of Miam i Bu i ld i ng Depa rtment t o be a second sou rce of i nformation concern ing t he improvements made on rea l p roperty . The Bu ild i ng Pe rmit appl ica t ion and documents inclu de i nformation on t h e const ruction len der an d t he con t ractor 's suret y, if any. This appl ication requi res you r signatureoryouragent's, t o infor m you of theConst ructi on Li en Law . YOU MUST POST THE NOTICE OF COMMENCEMENT AT THE JOB SITE By la w, t he City of M ia m i Bu i ld i ng Depa rtment is required t o verify at t he fi rst i ns pectio n, after t he bu ildi ng permit is issued, that a certifie d copy of t he re co rde d Not ice of Commen cement , w it h attach ed bon ds if any, is posted at the co nst ruct i on site. Fai lure t o sho w t he i nspect or a certified copy of t he re co rded Notice wi ll res u lt i n a disa p proved in spection, (Flo rida St atut e 713.135 ( l)(d)). NOTICE TO OWNER FROM SUBCONTRACTORS AND SUPPLIERS You m ay recei ve a Notice t o Owner from subcontra ctors an d ma t eria l supp liers. Th is not i ce advises you that t he sende r is p ro vi ding services or ma t eri als . Subcontrac t or s and sup pl iers must serve a Notice t o Owne r w it h i n 45 days of comm enci ng w ork to preserve t h ei r abil ity to l ie n your pro perty . If your ad dr ess changes from t h at given in t h e Not ice of Commencement, you sh ould re cord a co rrected No t ice reflecti ng you r cu rrent add ress. This is done t o he lp ensure you w il l receive al l notices. RELEASE OF LIEN FROM CONTRACTOR Pri o r t o payi ng the contracto r, you need to r e ce ive a Re lease of Li e n and Affidavit to t he extent of payment from t h e gen e ra l co ntractor. T h e Re lease o f Lien a nd Affidavit sh a l l state e ith er t hat all the s u bcontr actors an d suppl ie rs have b een pa id o r li st t hose u npai d and t h e amount owed . T h e co ntractor is r equir ed to li st on the Re lease of Li en and Affi davit any s u bcontractor or supp li er that ha s n ot b een pa id. T hat amount may be withheld from the contractor's pay and paid directly to the subcontractor or supp li ers after 10 days writte n noti ce t o the contractor. If the balance due to the cont ra ctor is not sufficient to pay i n fu ll all subcontra ct o rs and supp liers li sted on th e contra ctor's affid avit, you may w ish to consu lt an attorney. T he genera l cont ractor shal l fu rnish a fina l Re l ease of Lien and Affidavit to the owner i n di ca t ing a ll subcontra ctors and suppl i e rs have been paid at the time he re quests fina l payment. You can r e ly on the affidavit in maki ng fi nal payment to t h e genera l contractor. If yo u make fina l paym ent to the general cont ractor w ithout obtaining the affidavit, your p roperty can be liened for non-payment if the general cont ra ctor fa ils to pay the subcontractors or supp liers. You shou ld alway s obta i n a Re lease of Lien a n d Affidavit from the contractor to the extent of any paym ents being made. RELY ON YOUR LENDER FOR COMPLIANCE WITH CONSTRUCTION LIEN LAW If you have a lende r, you may rel y on the lender t o hand le the r ecord i ng of the Not ice of Commenc ement. Learn more about the Constru ct ion Lien Law b y contact i ng an attorney, your lender, o r the Florida Department o f Agri cultural andConsumer Se rv ices, Division of Consumer Services . TO RECORD YOUR DOCUMENTS, GO TO: Clerk of Courts M iami-Dade County Recorder, Courthouse East 22 N.W . Fi rst St reet, 1'1 Floor, Miami. FL 33128 You can also r eco rd the Notic e of Commencem ent by ma il . The origina l Notice shou ld be sen t to the County Reco rder, P.O. Box 011711, Flagle r Station, Miami, Flor ida 33 101 . Pl ease ma ke sure the origi na l Noti ce i s signed an d nota rized . Also , re mem ber to enclose the reco rdi ng fee (fo r a si ngle copy ) and w ritten i nstructions for re cord ing and return ing a certified copy of the recorded documents. For additional i nforma tion on fees and recordi ng docu me nts ca ll (305) 275-1155. Rev.06/24/2019 Generated on 06/29/2019 09:15 AM Applicant:liberty square phase Four LLC Permit Number:BD22020081P11PH001 Contractor:RELATED URBAN CONSTRUCTION LLC/ LAGE,GEORGE Job Address:6401 NW 15 AV Certificate Required:CO Folio Number:131140090010 Additional Property Info:PRIVATE PROVIDER-ARC PRIVATE PROVIDER-PLANS REVIEW AND INSPECTIONS Date Issued:July/25/2023 Governing code:FBC 7th Edition (2020) Job Category:NEW CONSTRUCTION Job Description:PHASED CLASS I:FULL VERTICAL Estimated Cost:$0.00 Total Permit Processing Time:112 days 18.5 hrs Time with Jurisdiction:12 days 16 hrs Time with Applicant:100 days 2.5 hrs NOTICE:In addition to the requirements of this permit,there may be additional restrictions applicable to this property that may be found in the public records of this county,and there may be additional permits required from other governmental entities such as water management districts,state agencies,or federal agencies. NOTICE:This card MUST BE DISPLAYED PROMINENTLY at the front entrance of the premises (or other location acceptable to the WARNING TO OWNER: YOUR FAILURE TO RECORD A NOTICE OF COMMENCEMENT MAY RESULT IN YOUR PAYING TWICE FOR THE IMPROVEMENTS TO YOUR PROPERTY.A NOTICE OF COMMENCEMENT MUST BE RECORDED AND POSTED ON THE JOB SITE BEFORE THE FIRST INSPECTION.IF YOU INTEND TO OBTAIN FINANCING, YOU SHOULD CONSULT WITH YOUR BUILDING PERMIT 154 484 building official)for the duration of the work in progress under this permit. LENDER OR AN ATTORNEY BEFORE RECORDING YOUR NOTICE OF COMMENCEMENT.Rev.01/29/2019 Generated on 09/15/2023 10:49 AM BUILDING PERMIT 155 485 Building Permit Instructions LIMITATIONS OF THIS PERMIT:This permit does NOT cover the installation of electrical, Plumbing, Roofing, Boiler,ElevatororMechanicalwork.Seperatepermitsmustbeobtainedfromthepropersectionsbeforestarting work involving these installations. ADDITIONAL PERMITS:The issuance of this permit does not authorize the installation of work such as boilers, pressure vessels, wells, septic tanks, paving, relocating structures, installation of signs, awnings, etc. MECHANIC'S LIEN LAW:Failure to comply with the mechanic's lien law can result in the property owner paying twice for building improvements. If the cost of this project is $2,500 or more, you must file a Notice of Commencement (form is attached) with the clerk of county Courts. CERTIFICATES:IfyourbuildingrequiresaCertificateofOccupancyitmayNOTbeoccupieduntiltheBuildingfinal inspection is approved, and a certificate is issued. CONTRACTOR'S RESPONSIBILITIES:Building permits shall expire 180 days from the date of issuance if the work permitted thereunder has not been commenced. Such permit shall also expire if the building or work authorized by such permit if suspended or abandoned for a period of 180 days after work commences or from the date of the last inspection. The permit holder shall be responsible for advancing the progress of the work so as to avoid expirationofthispermit.Thepermitmaybekeptactivebyobtaininganapprovedinspection:notethatapartially approved inspection wil not suffice. Approved plans must be maintained on the job at all times. POSTING REQUIREMENT:The permit card must be posted in a conspicuous place at or near the main entrance to the new building (or area of construction) and must be available to the building inspector at all times. To Schedule Inspections By Telephone: BUILDING DEPARTMENT 305-416-1100 Structural & Building inspections Electrical inspections Mechanical inspections Plumbing inspections FIRE DEPARTMENT 305-416-1600 CODE COMPLIANCE OFFICE Zoning inspections - North Office 305-329-4820 Central Office 305-329-4800 SW Office 305-329-4770 SE Office 305-416-2137 PUBLIC WORKS DEPARTMENT 305-416-1200 NOTE: Inspections will be made on the following workday whenever possible. Rev. 01/29/2019 Generated on 09/15/2023 10:49 AM 156 486 157 487 NOTICE OF COMMENCEMENT (A RECORDED COPY MUST BE POSTED ON THE JOB SITE AT THE TIME OF FIRST INSPECTION) Permit No: _________ Tax Folio No : __________ _ STATE OF FLORIDA : COUNTY OF MIAMI -DADE : THE UNDERSIGNED here by gives notice that i mprovements will be made to certain rea l property, and i n accordance with Chapter 713, Florida Statutes, the fol lowing information is provided in this Noti ce of Commencement. This space is reserved for the recording office. 1. Le gal description of the property and street address : 2 . Des cri ption of i mprovement: ------------------------------------- 3. Owner's name and address: In terest i n property: Name and address of fee simp le titleholder: 4. Contractor's name, address and phone number : 5. Surety: (Payment bond required by owner from contractor, if any) 6. Lender's name and address : 7. Persons within the State of Florida designated by the Owner upon whom notices or other documents may be served as provided by Section 713.13(1)(a)7, Florida Statutes, Name, address and phone number: 8. In addition to himself, Owner designates the following person(s) to receive a copy of the Lienor's Not ice as provided in Section 713 .13 (1)(b), Florida Statutes . Name, address and phone number----------------------------------- 9. Expiration date of this Notice of Commencement~· __________________________ _ (T he expiration date is 1 year from t he date of reco rd i ng u n l ess a d ifferen t d ate is specified) WARNING TO OWNER: ANY PAYM[tffS MADE BY THE OWNER AFTER THE EXP I RATIO N OF THE NOTICE OF COMMENCEMENT ARE CONS I DERED I MPROPER PAYMENTS U NDER CHA PTER 7 13, PART I, SECTI ON 713.13. FLOR ID A STATUTES , AND CAN RES U LT IN YOUR PAYING TWICE FOR IMPROVEMENTS TO YOUR PRO PERTY. A NOTI CE OF CO MMENCEMEN T MUST BE RECOR DED AND POSTED ON THE JOB SITE BEFORE THE FIRST INSPECT ION. I F YO U IN T EN D TO OBTAIN FIN ANC I NG, CONSULT WITH YOUR LENDER OR AN ATTORNEY BE FOR E COMMENCING WORK OR RECO RD I NG YOUR NOT ICE OF COMM EN CEM ENT. Signature(s) of Owner(s) or Owner(s)' Authorized Officer/Director/Partner/Manager: Prepared by: __________________ Prepared by: _________________ _ Print Name : Print Name : Title/Office: Title/Office: STATE OF FLORIDA: COUNTY OF MIAMI-DADE : The foregoing instrument was acknowledged before me this ____ day of ______ _ 20 by----------------------- □ Indi vidually, or □ as _________________ for □ Personally known, or □ produced the fo llowing type of identification: Signature of Notary Public : ___________ _ Print Name: (SEAL) YEBIEIGAJION PURSUANT JO SECJION 92 525 fLORIQA SJAJUJES Under penalties of perjury , I declare that I have read the foregoing and that the facts stated it are true , to the best of my knowledge and belief. Signature(s) of Owner(s) or Owner(s)' Authorized Officer/Director/Partner/Manager who signed above: By: ______________________ By: _______________________ _ 158 488 This instrument prepared by: Name: ____________________ _ Address: __________________ _ NOTICE OF TERMINATION (of Notice of Commencement) This space is reserved for the recording office. STATE OF FLORIDA: COUNTY OF MIAMI-DADE : The undersigned hereby gives notice that the effective period of that certain Notice of Commencement dated___, recorded in O.R. Book/ Page ___ / ___ of the Public Records of Miami-Dade County, Florida, will terminate; and, in accordance with Section 713.132, Florida Statutes, the following information is provided: 1. The date and recording information for the Notice of Commencement being terminated are as described above, and all information contained therein is hereby expressly incorporated in this NOTICE OF TERMINATION. 2. The Notice of Commencement shall be terminated as of _______ , or 30 days from the recording date of this Notice of Termination, whichever date is later. 3. This Notice of Termination applies to: □ all the real property subject to the above described Notice of Commencement. □ only to the portion of such real property described as : 4. All lienors have been paid in full or prorate in accordance with Section 713.06(4), Florida Statutes. 5. A copy of this notice has been served on the contractor and on each lienor who has given notice, if any. Owner Signature ______________ _ Owner Signature ______________ _ Print Name ________________ _ Print Name SWORN TO AND SUBSCRIBED before me this _____ day of _________ _ 20 by _______________ _ Personally known to me, or produced ________________ as identification. Notary Signature: Exhibit attached: Print Notary's Name: □ Contractor's Final Payment Affidavit {SEAL) □ Property Legal Description □ Copy of Notice of Commencement 159 489 RELEASE OF LIEN AND AFFIDAVIT 1. The unders igned contractor, for an in consideration of the payments of the sum of ________ paid by receipt of which is hereby acknowledged, hereby releases and quit claims to _______________ ~ the owner of the hereinafter described property, all liens, lien rights, claims or demands of any kind whatsoever, which the undersigned now has to This soace is reserved for the recordine office. might have against the building located on, or premises legally described as: on account of labor performed and/or materials furnished for the construction of any such improvement on said premises. 2. All labor and materials used by the undersigned in the erection of said improvements have been paid in full, except as follows:---------------------------------- 3. All lienors furnishing labor, services or materials for said improvements have been paid in full, except as follows:--------------------------------------- 4. This instrument is executed and delivered to the owner in compliance with Chapter 713, Florida Statutes. 5. The undersigned contractor does hereby consent to the payment by the owner of all lienors giving notice and those lienors above named. IN WITNESS WHEREOF, I have hereunto set my hand and seal this ____ day of ______ 20 __ _ Witnesses: 1. ----------------- 2. ________________ _ STATE OF FLORIDA: COUNTY OF MIAMI-DADE: ____________ (SEAL) (Contractor) (President) I hereby acknowledge that the statements contained in the foregoing Release of Lien and Affidavit are true and correct. Sworn to and subscribed before me this _____ day of _______ __, 20 __ . Notary Public: ___________ _ Print Notary's Name: _________ _ My Commission Expires: ________ _ 160 490 41 IIU ~• ::uu ... ,, ~Ott\" Olitt! of ~iami BUILDING DEPAR MENT WARNING TO OWNER CONSTRUCTION LIE LAW FOR OWNERS Instructions for Executing the Notice of Commencement N OTE: If you signed as the Owner's agent, you a r e r esponsible for Flori da's Cons t r uction Li en Law (Ch ap ter 713, Part delivering this information to the Owner of the p r operty. One , Florida St atut es ) requ i res t he r eco rd ing w ith the Clerk of t he Courts a Not ice of Commencement for rea l property i mprovements greater t han $2 ,500.00. However, it does n ot apply to the re p ai r or rep lacement of an ex isti ng hea t ing or air co nd iti on i ng system less t han $7,500.00 i n value. Th is notice must be signed by you, t he property owner. Un der Florida law, t hose wh o work on your property or provid e ma teria ls an d are not p aid , have a r igh t t o en force t hei r cla i m for p ayment aga inst you r property. This cl aim is kno wn as a constru ction lie n. YOU MUST FI LE A NOTICE OF COMMENCEMENT For your p rotection under th e Construct ion Lien Law and t o avoid the poss i bi lity of paying tw ice for im provements t o rea l p rop erty, you mu st record a Not ice of Commencement in the Clerk of t h e Court's Offi ce. You also must provide a certified co py of t he reco r ded document at t he constru ct ion si t e. The Not ice of Commencement must be signed by you , t he owne r contrac ti ng t he i mprovements, an d not by you r agent. The Notice of Comm enc ement form, provided wit h t his informat ion packet, must be completed an d r ecorded w it h in 90 days before st arting the work. A co py of th e payment bond, if any is requ ir ed b y you an d p urch ased by th e contract o r, must b e attached as pa rt of the Noti ce of Commencement when recorded. If imp rove ments described in the Not ice of Commencement ar e no t actua ll y st arted w ith in 90 days after the recording of the Not i ce, a new Not ice of Commencement must be r ecorded. You lose your prot ection under t he Cons t r uct io n Lie n Law if t he pay ments are m ade t o the cont ractor after the ex pi ra t ion of the No ti ce of Commencement . The No t ice is good for one year after t h e rec ording dat e or up t o t h e date speci fied under item nine of the form. Flo r ida law r equ ires t he City of Miam i Bu i ld i ng Depa rtment t o be a second sou rce of i nformation concern ing t he improvements made on rea l p roperty . The Bu ild i ng Pe rmit appl ica t ion and documents inclu de i nformation on t h e const ruction len der an d t he con t ractor 's suret y, if any. This appl ication requi res you r signatureoryouragent's, t o infor m you of theConst ructi on Li en Law . YOU MUST POST THE NOTICE OF COMMENCEMENT AT THE JOB SITE By la w, t he City of M ia m i Bu i ld i ng Depa rtment is required t o verify at t he fi rst i ns pectio n, after t he bu ildi ng permit is issued, that a certifie d copy of t he re co rde d Not ice of Commen cement , w it h attach ed bon ds if any, is posted at the co nst ruct i on site. Fai lure t o sho w t he i nspect or a certified copy of t he re co rded Notice wi ll res u lt i n a disa p proved in spection, (Flo rida St atut e 713.135 ( l)(d)). NOTICE TO OWNER FROM SUBCONTRACTORS AND SUPPLIERS You m ay recei ve a Notice t o Owner from subcontra ctors an d ma t eria l supp liers. Th is not i ce advises you that t he sende r is p ro vi ding services or ma t eri als . Subcontrac t or s and sup pl iers must serve a Notice t o Owne r w it h i n 45 days of comm enci ng w ork to preserve t h ei r abil ity to l ie n your pro perty . If your ad dr ess changes from t h at given in t h e Not ice of Commencement, you sh ould re cord a co rrected No t ice reflecti ng you r cu rrent add ress. This is done t o he lp ensure you w il l receive al l notices. RELEASE OF LIEN FROM CONTRACTOR Pri o r t o payi ng the contracto r, you need to r e ce ive a Re lease of Li e n and Affidavit to t he extent of payment from t h e gen e ra l co ntractor. T h e Re lease o f Lien a nd Affidavit sh a l l state e ith er t hat all the s u bcontr actors an d suppl ie rs have b een pa id o r li st t hose u npai d and t h e amount owed . T h e co ntractor is r equir ed to li st on the Re lease of Li en and Affi davit any s u bcontractor or supp li er that ha s n ot b een pa id. T hat amount may be withheld from the contractor's pay and paid directly to the subcontractor or supp li ers after 10 days writte n noti ce t o the contractor. If the balance due to the cont ra ctor is not sufficient to pay i n fu ll all subcontra ct o rs and supp liers li sted on th e contra ctor's affid avit, you may w ish to consu lt an attorney. T he genera l cont ractor shal l fu rnish a fina l Re l ease of Lien and Affidavit to the owner i n di ca t ing a ll subcontra ctors and suppl i e rs have been paid at the time he re quests fina l payment. You can r e ly on the affidavit in maki ng fi nal payment to t h e genera l contractor. If yo u make fina l paym ent to the general cont ractor w ithout obtaining the affidavit, your p roperty can be liened for non-payment if the general cont ra ctor fa ils to pay the subcontractors or supp liers. You shou ld alway s obta i n a Re lease of Lien a n d Affidavit from the contractor to the extent of any paym ents being made. RELY ON YOUR LENDER FOR COMPLIANCE WITH CONSTRUCTION LIEN LAW If you have a lende r, you may rel y on the lender t o hand le the r ecord i ng of the Not ice of Commenc ement. Learn more about the Constru ct ion Lien Law b y contact i ng an attorney, your lender, o r the Florida Department o f Agri cultural andConsumer Se rv ices, Division of Consumer Services . TO RECORD YOUR DOCUMENTS, GO TO: Clerk of Courts M iami-Dade County Recorder, Courthouse East 22 N.W . Fi rst St reet, 1'1 Floor, Miami. FL 33128 You can also r eco rd the Notic e of Commencem ent by ma il . The origina l Notice shou ld be sen t to the County Reco rder, P.O. Box 011711, Flagle r Station, Miami, Flor ida 33 101 . Pl ease ma ke sure the origi na l Noti ce i s signed an d nota rized . Also , re mem ber to enclose the reco rdi ng fee (fo r a si ngle copy ) and w ritten i nstructions for re cord ing and return ing a certified copy of the recorded documents. For additional i nforma tion on fees and recordi ng docu me nts ca ll (305) 275-1155. Rev.06/24/2019 Generated on 06/29/2019 09:15 AM 161491South<'Miami DATE ISSUED: f>'P.,V/-zrz_ City of South 1'1iami Building Permit PERMIT NO. 'Be,,B~Z-Ol/17 __ "\XTARNING TO OWNER: YOUR F.A..ILURE TO RECORD A NOTICE OF COJ\{1vIENCEJ'vfENT TvIAY RESULT IN YOUR PAYING T\;{/JCE FOR II\1PROVEJ\JlENTS TO YOUR PROPERTY. IF YOU INTEND TO OBT.A.IN FINANCING, CONSULT WITH YOUR LENDER OR AN .A.TTOR_NEY BEFORE RECORDING YOUR NOTICE OF COrv:L.\ffiNCEMENT" Project Description: _____ M....c.....'evdc....:..__~_w_-J/,:....:.;.,_,"-=-t-------">-l.:.....:.A-.L...) _______________ _ 1.i\ddress: -----~-:'-/;-<._._/___1.!tc.,e__,,w'---"'-"t,£"--'£"'--, ________________ _ Contractor or O\vner-Builder: Pelafa/ Uvbav-Lovt;1tvc.liov, , H)UND,\T10N TEMP. SERV SL\B lv'fOPPTNG UNDERGROUND , COJ ,UivINS i TILE I SHINGLE BONDING 'fRUSSES l•RAJVIING UNDERGROUND I SHI::.ATHING ROUGH SCREW/ TOP OUT i FINAL FINAL FINAL FIRE DEPT. ~ HOURS OF CONSTRUCTION 1\1-F 7AM-6PivL THIS CARD MUST BE POSTED AT JOB SITE DURING CONSTRUCTION. FOR INSPECTIONS CALL (305) 663-6355 BEFORE 3:45PM. i 7 i 162492South Miami City of South 1'fiami Building Permit DATE rssuEn: _1_/12_lf_/1,_z ___ _ PERMIT NO. 'P;C82I-1l9'f "\-X/ARL"-JING TO OWNER: YOUR FAILURE TO RECORD A NOTICE OF COMl\1ENCEMENT IVIAY RESULT IN YOUR PAYING TW1CE FOR I11PROVEMENTS TO YOUR PROPERTY. IF YOU INTEND TO OBT_AIN FINANCING, CONSULT 'WITH YOUR LENDER OR AN ATTORl'\JEY BEFORE RECORDING '{OUR NOTICE OF COlvfMENCEMENT" Project Description: ___ 'B-=---v_i '~J.L..:..i 4-----F--=B=---.,~_.;C=.,:);...___ ________________ _ .i\ddress: >'11,J fw ,gsr ---------------------------Contractor or O\vner-Builder: ~c/e:;.feJ JI~ DJJ11f/rVc:h"t:?~ LLc >:<These are eneric ins ections; other ins ections may be required. Please note: ermit numbers reauired to schedule ins ections. * I 1"0UND1\TION TIN CAP TEl'vfP. SERV SI,;\ B IvfOPPING UNDERGROUND ! COJ ,UMNS TILE I SHINGLE BONDING · TIE B E1\]VIS FINAL ROUGH TRUSSES i SHEKfHING 1 ROUGH SCRE\X! I TOP OUT FINAL f----------------;---1 ---_ ---------~---------------, FINAL I FINAL FIRE DEPT. ~ HOURS OF CONSTRUCTION M-F 7Alv1-6PM. THIS CARD M-OST BE POSTED AT JOB SITE DURING CONSTRUCTION. FOR INSl~ECTIONS CALL (305) 663-6355 BEFORE 3:45PM. 3/1/24, 2:03 PM Miami-Dade County Building Department https://wwwx.miamidade.gov/Apps/RER/ePermittingMenu/Home/PrintPermitCard?PROS=C2024013040 1/4 e-Permitting BUILDING REVISED PERMIT AND INSPECTION RECORD 03/01/2024 PERMIT NO. 2022-079272 FOLIO: 3031220040010 JOB SITE ADDRESS 2425 NW 46 ST LEGAL LINCOLN GARDENS PB 48-56 TRACTS 1 THRU 4 & 25 FT ALLEY & APPLICATION TYPE NEW 48028 SQFT 77 UNITS 4 FLOORS PROPOSED USE 5 UNITS OR MORE - RESIDENTIAL /NEW ELDERLY BLDG OWNER NAME: MIAMI-DADE COUNTY CONTRACTOR RELATED URBAN CONSTRUCTION LLC QUALIFIER LAGE GEORGE R PERMIT TYPE BUILDING CATEGORIES 0001 GENERAL (COUNTY) DATE: 3/01/2024 PROCESS NUMBER: C2024013040 NEW BSUR 3 BLDG 7.5% SUR 2.98 DERM 1 MIN COMM REV( 90.00 ERPL 32 ELEC MINOR RE 40.00 FIRE 1 NOT APPLICABL 16.26 MRPL 60 MECH MINOR RE 75.00 PRPL 25 PLUM MINOR RE 31.25 RRPL 1 UPFRONT FOR P 106.59 RSUR 1 RER 7.5% SUR 6.75 UBS1 2 BLDG 7.5% UPF 9.87 UPBL 25 NON-REFUNDABL 25.00 BUILDING REVISED PERMIT AND INSPECTION RECORD 03/01/2024 PERMIT NO. 2022-079272 PROCESS NO. C2024013040 FOLIO: 3031220040010 JOB SITE ADDRESS 2425 NW 46 ST REQUIRED INSPECTIONS____________________________INITIALS_____DATE MECHANICAL 0003 A/C - UNLTD 023 UNDERGROUND __________....__________ 002 ROUGH __________....__________ 029 PRESSURE TEST __________....__________ 001 FINAL __________....__________ 0009 GAS TANK & PUMP 045 DERM INITIAL INSPECTION __________....__________ 023 UNDERGROUND __________....__________ 106 ROUGH/PRESSURE TEST __________....__________ 046 DERM FINAL INSPECTION __________....__________ 001 FINAL __________....__________ 0010 HEATING 002 ROUGH __________....__________ 001 FINAL __________....__________ 0011 INSULATION 002 ROUGH __________....__________ 001 FINAL __________....__________ 0040 INTERNAL COMBUSTION 001 FINAL __________....__________ 0041 MECHANICAL VENTILATION 023 UNDERGROUND __________....__________ 002 ROUGH __________....__________ 001 FINAL __________....__________ PLUMBING 163 493 3/1/24, 2:03 PM Miami-Dade County Building Department https://wwwx.miamidade.gov/Apps/RER/ePermittingMenu/Home/PrintPermitCard?PROS=C2024013040 2/4 0001 PLUMBING 015 GROUND ROUGH __________....__________ 002 ROUGH __________....__________ 018 SEWER AND RELAY/WATER SERVICE __________....__________ 001 FINAL __________....__________ 0015 SITE UTILITIES 023 UNDERGROUND __________....__________ 001 FINAL __________....__________ ELECTRICAL 0001 ELECTRICAL 074 FOUNDATION GROUNDING __________....__________ 006 SLAB __________....__________ 002 ROUGH __________....__________ 001 FINAL __________....__________ 0004 FIRE ALARM SPECLT 002 ROUGH __________....__________ 023 UNDERGROUND __________....__________ 001 FINAL __________....__________ 0006 MASTER TV ANTENNA 002 ROUGH __________....__________ 001 FINAL __________....__________ 0014 TEMP SERV FOR CONSTR 012 TEMPORARY FOR CONSTRUCTION __________....__________ 0014 TEMP SERV FOR CONSTR 012 TEMPORARY FOR CONSTRUCTION __________....__________ 0032 DATA COMMUNICATION CABLES 002 ROUGH __________....__________ 001 FINAL __________....__________ 0035 TELEPHONE AND COMMUNICATION 002 ROUGH __________....__________ 001 FINAL __________....__________ 0040 IN BUILDING PUBLIC RADIO ENCHANCEMENT SYSTEM 002 ROUGH __________....__________ 023 UNDERGROUND __________....__________ 001 FINAL __________....__________ 209 FIRE FINAL __________....__________ BUILDING REVISED PERMIT AND INSPECTION RECORD 03/01/2024 PERMIT NO. 2022-079272 PROCESS NO. C2024013040 FOLIO: 3031220040010 JOB SITE ADDRESS 2425 NW 46 ST DATE: 10/27/2023 PROCESS NUMBER: C2024013040 REVISED *AMT. PAID 155.65 BSUR 3 BLDG 7.5% SURCHARGE 2.98 DERM 1 MIN COMM REV(ADDITION/WET USES 90.00 ERPL 32 ELEC MINOR REVISION PLANS 40.00 FIRE 1 NOT APPLICABLE REVIEW 16.26 MRPL 60 MECH MINOR REVISIONS PLANS 75.00 PRPL 25 PLUM MINOR REVISION PLANS 31.25 RRPL 1 UPFRONT FOR PLAN REVISION 106.59 RSUR 1 RER 7.5% SURCHARGE 6.75 UBS1 2 BLDG 7.5% UPFRONT FEE SURCHARG 9.87 UPBL 25 NON-REFUNDABLE UPFT FOR BLDG 25.00 DATE: 6/05/2023 PROCESS NUMBER: C2023115905 REVISED BRPL 400 BLDG MINOR REVISION PLANS 500.00 164 494 3/1/24, 2:03 PM Miami-Dade County Building Department https://wwwx.miamidade.gov/Apps/RER/ePermittingMenu/Home/PrintPermitCard?PROS=C2024013040 3/4 BSUR 5 BLDG 7.5% SURCHARGE 50.60 DERM 120 MISC FEES (MANUAL ENTRY) 120.00 DERM 1 MIN COMM REV(ADDITION/WET USES 90.00 DERM 1 MINOR REV PLANS, DATA INFO 120.00 DERM 1 AIR SOURCE PLAN REVIEW 2ND SUB 100.00 ERPL 120 ELEC MINOR REVISION PLANS 150.00 FIRE 1 MINOR PLAN REVISION 85.61 MRPL 30 MECH MINOR REVISIONS PLANS 37.50 PRPL 30 PLUM MINOR REVISION PLANS 37.50 RRPL 1 UPFRONT FOR PLAN REVISION 106.59 RSUR 5 RER 7.5% SURCHARGE 38.87 SRPL 45 STRU MINOR REVISION PLANS 56.25 UBS1 2 BLDG 7.5% UPFRONT FEE SURCHARG 9.87 UPBL 25 NON-REFUNDABLE UPFT FOR BLDG 25.00 ZRPL 60 DP&Z REVISION PLANS 88.20 3/ 1/2024 13:34 BNZWEB1 182403014153 WEBIPAS 155.65 BUILDING REVISED PERMIT AND INSPECTION RECORD 03/01/2024 PERMIT NO. 2022-079272 PROCESS NO. C2024013040 FOLIO: 3031220040010 JOB SITE ADDRESS 2425 NW 46 ST INSP INSP INSPECTION DISP RESULT INSP TYPE DATE !------------ COMMENTS -------------! CODE DATE INIT 043 10/ 4/2022 DUE TO LARGE AMOUNT OF INSPECTIONS T 034 10/ 4/2022 ZEMBLA 043 10/ 5/2022 DUE TO LARGE AMOUNT OF INSPECTIONS T 034 10/ 5/2022 ZEMBLA 043 10/ 6/2022 DUE TO LARGE AMOUNT OF INSPECTIONS T 034 10/ 6/2022 ZEMBLA 043 11/ 8/2022 WILL RESCHEDULE SOME OTHER TIME 034 11/ 8/2022 ZEMBLA 043 12/ 6/2022 DUE TO LARGE AMOUNT OF INSPECTIONS T 034 12/ 6/2022 ZEMBLA 043 2/ 7/2023 DUE TO LARGE AMOUNT OF INSPECTIONS T 034 2/ 7/2023 ZEMBLA 043 2/ 8/2023 NO ACCESS. NO CONTRACTOR VISIBLE. 051 2/ 8/2023 E202638 004 2/10/2023 SEE ADDITIONAL COMMENTS. 007 2/10/2023 T355087 043 3/ 7/2023 DUE TO LARGE AMOUNT OF INSPECTIONS T 034 3/ 7/2023 ZEMBLA 004 5/ 2/2023 SPOKE WITH REP, THRESHOLD BUILDING 034 5/ 2/2023 E321127 043 5/ 9/2023 GATE CLOSED, NO WORKERS ON SITE 051 5/ 9/2023 E321688 043 6/ 6/2023 DUE TO LARGE AMOUNT OF INSPECTIONS T 034 6/ 6/2023 ZEMBLA 043 6/ 7/2023 LOG CURRENT TO 5/26/23 SHEER WALLS 001 6/ 7/2023 E202638 043 7/ 5/2023 DUE TO LARGE AMOUNT OF INSPECTIONS T 034 7/ 5/2023 ZEMBLA 043 8/ 8/2023 DUE TO LARGE NUMBER OF INSPECTIONS R 034 8/ 8/2023 FATORA 043 9/ 6/2023 DUE TO LARGE AMOUNT OF INSPECTIONS T 034 9/ 6/2023 ZEMBLA 043 10/11/2023 DUE TO LARGE AMOUNT OF INSPECTIONS T 034 10/11/2023 ZEMBLA 043 11/ 7/2023 DUE TO LARGE AMOUNT OF INSPECTIONS T 034 11/ 7/2023 ZEMBLA 043 12/ 5/2023 DUE TO LARGE AMOUNT OF INSPECTIONS T 034 12/ 5/2023 ZEMBLA 043 12/15/2023 LAST ENTRY 12/11 FILL CELLS 4TH FL/A 001 12/15/2023 E217138 043 1/ 9/2024 LAST ENTRY 1/5 UPPER ROOF TRUSS 001 1/ 9/2024 E217138 072 1/18/2024 ADDING LOG CHECK FOR THIS INSPECTION 034 1/18/2024 E402826 043 1/18/2024 1/18/24 LOG ENTRY BY THRESHOLD INSPE 001 1/18/2024 E402826 BUILDING REVISED PERMIT AND INSPECTION RECORD 03/01/2024 PERMIT NO. 2022-079272 PROCESS NO. C2024013040 FOLIO: 3031220040010 JOB SITE ADDRESS 2425 NW 46 ST INSP INSP INSPECTION DISP RESULT INSP TYPE DATE !------------ COMMENTS -------------! CODE DATE INIT 073 1/29/2024 LATHING ONLY-NO AND WEST SOFFITS ONL 077 1/29/2024 E217138 073 2/ 5/2024 1ST FLR RIPPERS/FIRECAULK 077 2/ 5/2024 E321127 043 2/ 6/2024 LAST ENTRY: 1/24/24, SHEATHING AT OV 001 2/ 6/2024 E321688 007 2/ 5/2024 Abraham Metellus 7865667158 068 2/ 5/2024 INTERNT 073 2/ 6/2024 1ST FLOOR 3RD STORY SIDE RIPPERS OK 043 2/ 6/2024 E321688 165 495 3/1/24, 2:03 PM Miami-Dade County Building Department https://wwwx.miamidade.gov/Apps/RER/ePermittingMenu/Home/PrintPermitCard?PROS=C2024013040 4/4 073 2/ 7/2024 2ND FLOOR RIPPERS ONLY. HALLWAY, UNI 077 2/ 7/2024 E402566 073 2/ 8/2024 PARTIAL 2ND FL DW RIPPERS SEAL AND T 077 2/ 8/2024 E327212 004 2/ 7/2024 Abraham Metellus 7865667158 068 2/ 7/2024 INTERNT 218 2/ 8/2024 TRASH CHUTE INSPECTION 003 2/ 8/2024 E32388 073 2/12/2024 3RD FL RIPPER/ FIRE CAULK 077 2/12/2024 E402100 073 2/14/2024 ABRAHAM METELLUS 7865667158 034 2/14/2024 E327212 073 2/15/2024 4TH FLOOR RIPPERS/FIRECAULK 077 2/15/2024 E321127 073 2/16/2024 OVERHANG LATH AT EASTSIDE AND NE COR 077 2/16/2024 E327212 073 0/ 0/ 0 000 0/ 0/ 0 NOTE: ROUGH,ELECTRICAL, PLUMBING, AND MECHANICAL INSPECTIONS MUST BE MADE AND APPROVED BEFORE REQUESTING A FRAMING INSPECTION. FOR INSPECTIONS YOU CAN CALL THE PERMITTING & INSPECTION VOICE RESPONSE SYSTEM AT 305-591-7966. WHEN THE SYSTEM ANSWERS PRESS 1221. BEFORE CALLING HAVE YOUR TEN DIGIT PERMIT NUMBER AND THREE DIGIT INSPECTION TYPE READY. THE INSPECTION TYPE CAN BE FOUND ON THE PERMIT CARD NEXT TO THE REQUIRED INSPECTION. OR CALL MIAMI-DADE PERMITTING AND INSPECTION CENTER - 11805 SW 26 ST (786) 315-2100. INSPECTORS CAN BE REACHED AT THE OFFICE FROM 7 AM TO 8 AM FIRE INSPECTIONS: CALL FIRE DEPT. AT 786-331-4798 WARNING TO OWNERS:-------------------> YOUR FAILURE TO RECORD A NOTICE OF COMMENCEMENT MAY RESULT IN YOUR PAYING TWICE FOR IMPROVEMENTS TO YOUR PROPERTY.IF YOU INTEND TO OBTAIN FINANCING CONSULT WITH YOUR LENDER OR AN ATTORNEY BEFORE RECORDING YOUR NOTICE OF COMMENCEMENT. YOU HAVE PURCHASED A BUILDING PERMIT ONLY. SEPARATE PERMITS ARE REQUIRED FOR ROOFING, PLUMBING, ELECTRICAL, MECHANICAL, WINDOW, AND STORM SHUTTER WORK COMPLIANCE WITH THE FLORIDA ACCESSIBILITY CODE WILL BE VERIFIED AT THE TIME OF ROUGH AND FINAL INSPECTIONS WHERE APPLICABLE. BUILDING PERMITS SHALL EXPIRE 180 DAYS FROM THE DATE OF ISSUANCE OR THE DATE OF LAST APPROVED INSPECTION. PUBLIC WORK PERMIT IS REQUIRED, PLEASE GO TO THE PUBLIC WORK COUNTER. IN ADDITION TO THE REQUIREMENTS OF THIS PERMIT, THERE MAY BE ADDITIONAL RESTRICTIONS APPLICABLE TO THIS PROPERTY THAT MAY BE FOUND IN THE PUBLIC RECORDS OF THIS COUNTY, AND THERE MAY BE ADDITIONAL PERMITS REQUIRED FROM OTHER GOVERNMENTAL ENTITIES SUCH AS WATER MANAGEMENT DISTRICT, STATE AGENCIES, OR FEDERAL AGENCIES. Back to Main Menu BLDG Home Page | BLDG Main Menu | BLDG Permit Menu | BLDG Plans Processing Menu | Inspection Types | Address Format Home | About | Phone Directory | Privacy | Disclaimer E-mail your comments, questions and suggestions to Webmaster This page was last edited on: February 23, 2004 Web Site © 2004 Miami-Dade County. All rights reserved. ; 166 496 SLS LUX DEVELOPED BY RELATED GROUP 1.7.9. PROJECT APPROACH 167 497 Related has developed projects that are similar in overall project approach, scope, scale, and purpose to the Project. These projects include Public-Private Partnerships, Mixed-Income Communities, Transit-Oriented Developments, Mixed-Use Vertical Developments, and Mixed-Use Projects on long-term Ground Leases. Each project was developed according to the Florida Building Code, with a sustainable and resilient design, including green building certification systems. Arquitectonica, our project architect for this solicitation, has experience with the development of Government Facilities and Adaptable Garage Facilities with Parking Management Technology. Related Urban has direct experience with Public-Private, Mixed-Income, Vertical Mixed-Use, Transit-Oriented, Sustainable and Resilient development in the City of South Miami through our SoMi Parc Master Plan. The project approach for this master plan is predicated on extensive community engagement efforts with local South Miami organizations and Miami-Dade County. Our team understands local conditions and the City’s needs, objectives, and goals for the redevelopment of South Miami City Hall. We envision the redevelopment of City Hall with a profitable, large-scale, multi-component, mixed-use development. Our team will be responsible for all aspects related to and payment of all expenses associated with the planning, construction, construction, maintenance, and operation of the proposed development at the City Hall Site. We are qualified and able to provide all aspects of the Services required for the Project. We possess the technical expertise, experience, financial capacity, and other qualifications necessary to develop the Project with a new (1) City Hall that is at least 30,000 square feet, (2) City Police Station that is at least 25,000 square feet, (3) Miami-Dade County Public Library that is at least 13,500 square feet in size and within 0.25 miles of the South Miami Metrorail Station, (4) a park site of at least 27,500 square feet provided on the project site, and (5) preservation of the Sylva Martin Building or historic features of the building. We are aware of the restrictions and requirements of the Interlocal Agreement between the City and Miami-Dade County governing the redevelopment or relocation of the Miami-Dade County Public Library currently located on site. We also understand alternate development locations of the City Hall and City Police Station components may be accepted by the City, as well as alternate locations for the Miami-Dade County Library, provided that the proposed location is within 0.25 miles of the South Miami Metrorail Station and Miami Dade-County and the City approve the proposed location. We can construct a mixed-use development on the Property that incorporates transit-oriented development principles to build upon the transit and civic infrastructure of the area. The mix of uses to be featured can include, but are not limited to, residential, retail, office, medical, lodging, civic, and other land uses, such as municipal / civic facilities or parks, and transit mobility infrastructure, such as bicycle paths and shared use paths. In determining what mix of uses to propose, we will consider the highest and best use for the Project and the feasibility of uses under prevailing market conditions. 1.7.9.Project Approach. The Respondent shall provide a narrative describing projects that its principals have completed that are similar in overall project approach, scope, scale, or purpose to the Project. The Respondent may also provide additional narrative detailing the Respondent’s understanding of local conditions and the City’s needs, objectives, and goals, including an intended Project implementation schedule. For clarity, the Respondent is not expected or required to provide visual plans in its response. 168 498 The Project will provide structured parking, which can be designed to accommodate approximately 90 parking spaces for City Hall, 60 parking spaces for the City Police Station, and 39 parking spaces for the Miami-Dade County Public Library. If the Miami-Dade County Public Library component is to be built off-site, parking requirements for the library will be met through surface parking, structured parking, or through a combination of surface and structure parking. Sufficient parking necessary to support the residential, retail, office, medical, lodging, civic, and other land use components proposed for the Project shall also be provided in accordance with the City’s land development regulation requirements, taking into account allowances for proximity to transit assets. Parking provided to support non-governmental uses may be adjusted based on the proximity to existing mass transit assets. The Project will provide competitive revenue streams to the City in the form of a purchase price, lease payments, revenue sharing arrangement, or other compensation structure. We understand additional parcels may be incorporated into the overall development of the Project in order to maximize available revenue streams to the City. We will improve transit connections to the Project site, especially by improving site accessibility to the South Miami Metrorail Station. We recognize additional parcels of property that are contiguous to the Project site or which connect the Project site to the South Miami Metrorail Station may be incorporated into the overall development of the Project to improve transit connections. Our team will be solely responsible for receiving all permits, licenses, easements, property rights, and development approvals necessary for the development of the Project, including rezoning of the property and seeking an amendment to the current future land use map (FLUM) designation, as well as platting, if necessary. We recognize the potential to vacate a portion of 61st Court adjacent to the City parcels. We have obtained certified, insured, experienced and reputable architectural, engineering, and construction service providers including a general contractor and project manager. Subcontractors will be procured following award of the Project. Related Urban has demonstrable experience combining contiguous or connected properties as part of an overall development proposal within each of our Mixed-Income Master Plans, including SoMi Parc, River Parc, West River, and Rome Yard. We have experience improving access to nearby transit resources in Miami, which we understand shall also be provided preference. Completed in 2007, Loft Downtown II is a 36-story condominium building located in Downtown Miami. An active transit station, the First Street Metromover Station, runs through the building and is immediately accessible by residents. Related Group has developed over 11,000 units near light-rail transit stations in Miami. Furthermore, Related Urban’s SoMi Parc Mixed-Income Master Plan will improve access to the South Miami Metromover Station for roughly 500 mixed-income households in the South Miami community. Stakeholder and public engagement are central to Related Urban’s development philosophy. Community engagement underlies each of our mixed-income master plans, including SoMi Parc. 169 499 Related Urban will secure all financing as required by the Development Agreement to be awarded if selected and payment of all costs related to the planning, construction and operation of the proposed development, including any monetary contributions that may be necessary to defray costs associated the sale or lease of the City Hall Site. The financing for the Project will not allow for the cross-collateralization or cross-defaulting with any other property, project, or other assets. Our team will pay all development fees imposed in connection with the development by the City or any other agency of appropriate jurisdiction. All off-site public improvements and/or infrastructure required for the development of the City Hall Site (streets, street widening, streetlights, sidewalks, water/sewer infrastructure, landscaping, etc.) will be the responsibility of Related Urban. Related Urban will extend, relocate, and/or upgrade all utilities, including utilities serving existing City facilities, or connect new facilities, as necessary. We will maintain responsibility for altering, relocating, or replacing any City and/or private facilities, either temporarily or permanently, and implement any measures required to maintain City and/or private operations during development. We will submit plan(s) to mitigate any disruption to City, other public and/or private operations and/or impacts to City, public and/or private facilities. If required by the City, we will prepare and submit a mitigation and remediation plan. We understand certain activities which may potentially impact City facilities and/or operations may require that City employees or representatives monitor and coordinate such activities, and we will cover all costs incurred as a result of such activities. Our team will conduct environmental reviews and assessments required by any authority having jurisdiction over such matters, including studies and analyses required for any remediation of the site. We will file a Development Agreement or any other agreements awarded at the conclusion of this procurement process, including payment of all recording fees. Related Urban will pay any and all taxes associated with the development of the property, including but not limited to, ad valorem real estate taxes, that may be associated with the Project and/or the property. We will submit monthly status reports to the City regarding the Project development upon award of Development Agreement. We will commence and complete construction in a timely manner in accordance with the development agreement(s) or contract(s). Prior to construction, we will designate a Project Manager, a General Contractor, and/or Subcontractors, who will meet with City staff to provide relevant information and to coordinate construction related activities. We will participate in community outreach activities as requested by the City. Related Urban will obtain bonding, insurance coverages, and/or assurance of completion as required by law and as acceptable to the City. We will apply for and obtain any zoning changes and/or any other land use planning changes and/or waivers from the appropriate agency having jurisdiction, as well as obtain any and all access permits from the state, county, City and/or any authority having such jurisdiction. Related Urban will vacate and/or obtain appropriate releases of easements, rights-of-way, or any other encumbrance to enable development of the property. 170 500 RITZ CARLTON RESIDENCES TAMPA DEVELOPED BY RELATED GROUP 1.7.10. FINANCING 171 501 The Related Group has raised over $50 Billion in capital to finance over 100,000 units of development. We work with nearly all major financial institutions utilizing a wide range of financing structures. Our team specializes in financing public-private development serving all income levels. Related Urban has successfully financed over 7,500 affordable, workforce, and market rate units utilizing both 4% LIHTC / tax-exempt bond financing and 9% Low-Income Housing Tax Credits. Please see the below chart for a summary of Related Urban’s relationships with capital and/or financing partners in the last three years, as well as any currently active financing obligation, including but not limited to construction loans that closed in the last 18 months. 1.7.10.Financing. The Respondent shall describe their experience in financing site acquisition, design, construction, and operation/maintenance of projects similar in scope and size to the subject project. Such financing may include lender relationships, potential equity partners, and any other sources of funds that Respondent has had access to in the past and expects to have access to for the subject project. Specifically, the Respondent should include a summary of its relationships with capital and/or financing partners in the last three years, as well as any currently active financing obligation, including but not limited to construction loans that closed in the last 18 months. PROJECT CLOSE DATE TAX CREDIT EQUITY INVESTOR CONSTRUCTION LENDER PERMANENT LENDER West River T4 Phase One 4/14/2022 Raymond James Fifth Third Fannie Mae / Bellwether West River T4 Phase Two 12/21/2023 Bank of America Bank of America Cedar Rapids Bank & Trust Gallery at Marti Park 12/20/2023 Truist JPMorgan Chase Freddie Mac / Grandbridge East Pointe Place Phase 2 5/10/2022 Raymond James Bank OZK Barings Residences at SoMi Parc 4/21/2023 Huntington Bank Huntington Bank / Synovus Jones Lang LaSalle (JLL) Haley Sofge Preservation 6/22/2022 Wells Fargo Wells Fargo Wells Fargo Gallery at West Brickell 9/26/2022 Truist JPMorgan Chase Grandbridge Lincoln Gardens Elderly 3/22/2023 Wells Fargo Wells Fargo Wells Fargo Liberty Square Phase Four 7/18/2023 Wells Fargo Wells Fargo Wells Fargo Princeton Landings 6/9/2023 Truist JPMorgan Chase Grandbridge Paseo del Rio 11/2/2021 Goldman Sachs JPMorgan Chase JPMorgan Chase Brisas del Este Apartments 11/18/2021 Bank of America Bank of America Barings West River T3D 3/25/2021 Bank of America Bank of America Freddie Mac / Grandbridge Brisas del Este Phase Two 6/28/2022 Bank of America Bank of America Cedar Rapids Bank & Trust 172 502 173 503 100,000+ UNITS BUILT & MANAGED [a RELATED $50 BILLION+ CAPITAL RAISED REVITALIZING URBAN NEIGHBORHOODS EQUITY PARTNERS LENDERS @ AthosCapital Partners ~~~ ALLE NMORRIS BOSTON FINANCIAL l'\Vl•,S'J \ff 1 ._tA 'AGl'.'\H '.'r.J l HUDSON HOUS I NG CAP ITAL JJll RABINA PROPERTI ES bto J LJ BANK OF AMERICA ROCKPOINT G R O U P ~ PGIM HEITMAN ~ ••I ... O l•itwnOl10tMl •••••ot•l~l"l" THE CARLYLE GROUP BBVA Ban co m er BANK OF AMERICA Blackstone () Principal" Deutsche Bank m FIFTH THIRD BANK BARINGS ALDEN TORCH Fl CIAL ■ Bellw ether · A ■En terprise REGIONS City National Bank ~ CANYON ~CAPITAL ..... BANK BERKADI~ ---- C APITAL ADVISORS I" ( I l \ 0 I\ C. CO t PO I \TIO\ CEDAR RAPIDS BANK& TRUST <) BankOZK ~ Scotiabank ' IZ] -.,£TPG J P M ORGAN C HASE &CO. 6Santander ~ Freddie Mac I NEIOHIO.HOOO LEHOIHO PA. 1' H ( It S @) Fannie Mae- KeyBank cffibank 0-W. GRANDBR IDGE REAL ESTATI: CAPITAL I J. ~~ Banco General PARK GROVE DEVELOPED BY RELATED GROUP 1.7.11. INSURANCE 174 504 1.7.11.Insurance. Respondent shall demonstrate evidence of insurability demonstrating compliance with the requirements set forth under Section 2 of this solicitation. Please see the following pages for insurance certificates demonstrating compliance with the requirements set forth under Section 2 of this solicitation. The attached certificates show Liability and Worker’s Comp insurance for RUDG, LLC. If awarded a development agreement or contract, RUDG, LLC shall secure and maintain throughout the duration of the awarded contract insurance of such types and in such amounts not less than those specified below as satisfactory to City, naming the City as an Additional Insured, underwritten by a firm rated A-X or better by A.M. Best and qualified to do business in the State of Florida. The insurance coverage shall be primary insurance with respect to the City, its officials, employees, agents and volunteers naming the City as additional insured. Any insurance maintained by the City shall be in excess of RUDG, LLC’s insurance and 15 of 53 shall not contribute to RUDG, LLC’s insurance. The insurance coverages shall include at a minimum the types and amounts set forth in this section and may be modified and/or increased by the City as it deems necessary or prudent. Copies of RUDG, LLC’s actual Insurance Policies as required herein and Certificates of Insurance shall be provided to the City, reflecting the City as an Additional Insured. Each Policy and certificate shall include no less than (30) thirty-day advance written notice to City prior to cancellation, termination, or material alteration of said policies or insurance. All coverage forms must be primary and non-contributory and RUDG, LLC shall provide a waiver of subrogation for the benefit of the City. RUDG, LLC shall be responsible for assuring that the insurance policies and certificates required by this Section remain in full force and effect for the duration of the Work. RIVER PARC MIXED-INCOME & MIXED-USE MASTER PLAN BY RELATED URBAN 175 505 See below Umbrella/Excess Liability: Aggregate follows form of underlying General Liability policy Certificate holder is named as additional insured under general liability policy. TRGMAS 3/20/2024 Ana M. Campo Commercial Lines - (305) 669-6000 786.785.1159 USI Insurance Services LLC ana.campo@usi.com 201 Alhambra Circle, Ste 1205 Coral Gables, FL 33134 Axis Surplus Insurance Company 26620 James River Insurance Company 12203 RUDG, LLC Great American Assurance Company 26344 2850 Tigertail Avenue Fireman's Fund Insurance Company 21873 Suite 800 Miami, FL 33133 15834134 XA X P00100030715104 1,000,0004/15/2023 4/15/2024 X 100,000 X TRIA Included Excluded X $25,000 Deductible 1,000,000 2,000,000 X 2,000,000 Total Policy Gen Aggregate 5,000,000 A P00100030715104 04/15/2023 04/15/2024 1,000,000 X X X $5,000 Ded XB 00087615-4 4/15/2023 4/15/2024 $25,000,000 Primary * C X EXC4455262 4/15/2023 4/15/2024 $25,000,000 X 0 D Excess Liability USL019061233 4/15/20234/15/2023 4/15/2024 $25,000,000 xs of $25,000,000- total limit of $50,000,000 (This certificate replaces certificate# 15834127 issued on 3/20/2024) City of South Miami 6130 Sunset Drive South Miami, FL 33143 176 506 See below RE: RFP RELATGRO 3/20/2024 Ana Campo Commercial Lines - (305) 669-6000 786.785.1159 USI Insurance Services LLC ana.campo@usi.com 201 Alhambra Circle, Ste 1205 Coral Gables, FL 33134 Bankers Standard Insurance Company 18279 RUDG, LLC 2850 Tigertail Avenue Suite 800 Miami,FL,33133 15834133 A NWCC52156932 12/31/2023 12/31/2024 X 1,000,000 N 1,000,000 1,000,000 City of South Miami 6130 Sunset Drive South Miami, FL 33143 177 507 ICON HARBOUR ISLAND DEVELOPED BY RELATED URBAN 1.7.12. SPECIAL CONSIDERATION 178 508 DELIVERING ARTS-ANCHORED DEVELOPMENTS SERVING EVERY INCOME LEVEL Related seeks to educate and inspire the community by incorporating museum-quality art and noteworthy cultural experiences throughout every project that enhance the lives of all residents. In addition to the curated selection of art within many projects, Related’s art strategy extends far beyond a building’s walls. Related is a firm believer in the merging of art and architecture and supports this belief through a strong commission-based arts program. Commissions range from exterior murals and sculptures to monumental lobby installations. Artists and projects are selected based on a curatorial vision that seeks to unify the artistic selections with the architectural inspiration of each space and positively impact the neighborhood’s cultural ecosystem. Related not only provides residents with the opportunity to be surrounded by artwork but is also committed to enhancing neighborhoods and cities with art for the enjoyment of the entire community. Related incorporates these artistic principles not only in its highest-end properties, but also across its mixed-income communities. Installing large-scale pieces for public viewing has become a company hallmark, including monumental sculptures by some of the most widely recognized living artists, including Fernando Botero, Jaume Plensa, Pablo Atchugarry and Julio Le Parc. SLS BRICKELL DEVELOPED BY THE RELATED GROUP BRICKELL HEIGHTS DEVELOPED BY THE RELATED GROUP BRICKELL HEIGHTS DEVELOPED BY THE RELATED GROUPWYNWOOD 25 DEVELOPED BY THE RELATED GROUP 1.7.12.Special Consideration. Describe any special resources that Respondent or Respondent’s personnel assigned to perform the Services may bring or in-house expertise in technical areas, which will specifically benefit the City. Not to exceed three (3) pages in 12-point font and single-spaced. Excess pages will be removed prior to submission to the Evaluation Committee. 179 509 RELATED’S COMMITMENT TO THE ARTS PEREZ ART MUSEUM & EL ESPACIO 23 - TRANSLATING ART INTO EVERY PROJECT 180 510 PUBLIC ART INSTALLATIONS IN EVERY RELATED PROJECT 181 511 182 512 CITY OF SOUTH MIAMI PROPOSAL FOR RFQ NO. CSM 2024-01 CITY OF SOUTH MIAMI CITY HALL REDEVELOPMENT PROJECT March 25, 2024 PROJECT MANAGER Charles A. Michelson, AIA, ACHA, LEED AP President, Saltz Michelson Architects FT LAUDERDALE 2501 Griffin Road Fort Lauderdale, FL 33312 954.266.2700 MIAMI 8400 NW 36th St, No. 450 Doral, FL 33166 305.764.3138 project@saltzmichelson.com saltzmichelson.com AR0009976 513 5 9 12 13 14 16 23 24 25 28 30 33 113 117 133 145 155 163 163 1.7.3 Letter of Intent 1.7.4 Response Form Package • Form 1. Response Form Package Acknowledgement • Form 2A. Respondent’s Certification (if Company or Corporation) • Form 2B. Respondent’s Certification (N/A) • Form 3. Single Execution Affidavits • Form 4. Dispute Disclosure • Form 5. Certification Regarding Debarment, Suspension, & Other Responsibility Matters Primary Covered Transactions • Form 6. Respondent’s Qualifications Survey • Form 7. Key Staff and Proposed Subcontractors • Form 8. Reference List 1.7.5. Respondent’s Qualifications 1.7.6. Proof of Experience 1.7.7. Key Staff Qualifications 1.7.8. Past Performance 1.7.9. Project Approach 1.7.10. Financing 1.7.11. Insurance 1.7.12. Special Consideration TABLE OF CONTENTS 514 1.7.3.LETTER OF INTENT 515 SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 7 SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 8 1.7.3.LETTER OF INTENT SONNENBLICK | MGAC | BALFOUR BEATTY March 25, 2024 City of South Miami 6130 Sunset Drive City of South Miami, FL 33143 Attn: Steven P. Kulick, Chief Procurement Officer RE: SOUTH MIAMI CITY HALL REDEVELOPMENT, RFQ NO. CSM2024-01 Dear Steven and Members of the Selection Committee: The Sonnenblick Development Team is excited to extend our congratulations to the City of South Miami for your vision of the redevelopment of City Hall with a profitable, large-scale, multi-component, mixed-use development. This project will undoubtedly reshape the South Miami skyline, introducing an iconic structure that will act as a beacon for the city. The comprehensive development, design, construction, financing, and operation of this innovative complex will undoubtedly propel economic growth and unlock tremendous opportunities for our community. As you evaluate our materials, we hope you recognize our passion for this project and the following key attributes that we believe set our team apart. A brief overview of Sonnenblick Real Estate and our investment partners at the Busch Family investment fund. Our legacy, spanning 130 years as part of the Sonnenblick conglomerate, is evident in the detailed information provided about our projects. Established in 1893, our firm has a rich history. Since opening our Miami office in 1965, we have maintained an active presence in South Florida for over five decades. With our extensive experience in real estate development, design, construction, and finance, we are uniquely positioned for this venture. Significantly, our participation in a multitude of P-3 government partnership design- build-finance initiatives across different tiers underscores our credibility, expertise, and extensive experience in construction and development. Our portfolio encompasses government office buildings and build-to-suit projects primarily serving county, state, and federal government tenants and clients. In Los Angeles County alone, our portfolio spans over one million square feet. When considering our team alongside the investment history of AB Capital and Busch family investment (based in South Florida) and their financial standing, we believe our candidacy merits strong favor from your group. It’s noteworthy that the family recently divested its stake in Anheuser Busch for a sum exceeding $13 billion in cash. We understand the significance of having local experience for this project, both during the construction phase and in the long term. Our team consists of individuals deeply rooted in the local community, ensuring that we bring invaluable insights and connections to the table. Given the complexities of a project of this magnitude, having a partner with intimate local knowledge, strong relationships, and a responsive attitude towards project needs is paramount. Sonnenblick, Balfour Beatty, Gensler, and Saltz Michelson Architects embody this local presence, boasting a workforce of over 1,000 employees in South Florida and a market tenure exceeding 80 years. Our longstanding engagement in the market equips us not only to effectively collaborate with trade partners and the local workforce but also to make a positive impact on the community. We anticipate an enthusiastic response from the general public as they witness the realization of this project. In addition to selecting a team with proven capabilities to deliver a project of this magnitude, it will also be important for the City to choose a partner who offers financial strength and the resources necessary to deliver a complex large-scale project. With Sonnenblick Development, you gain a partner with financial stability and over 2,500 employees nationwide which can be drawn upon at any point in time to ensure the project is moving forward successfully. The Sonnenblick Development Team offers a distinctive financial framework, delivering to the City a solution that prioritizes fiscal responsibility while optimizing the new facility’s space. Our approach will ensure a sustainable development that caters to the present and future spatial, technological, and workplace requirements of the end user. On behalf of the Sonnenblick Development Team, and in association with our design partners, we are truly honored to be considered as your partner as we present our attached proposal for the successful redevelopment of South Miami’s City Hall. Sincerely, Mr. Robert Sonnenblick Sonnenblick Development, LLC Chairman and LLC Manager (310) 230-1200 516 1.7.4.RESPONSE FORM PACKAGE 517 SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 11 SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 12 SECTION 4. RESPONSE FORM PACKAGE As provided in the ITB, the following items must be attached to this Response: FORMS STATUS Form 1 –Response Form Package Acknowledgement ❑ Form 2A. Respondent’s Certification (if Company or Corporation)❑ Form 2B. Respondent’s Certification (if Partnership)❑ Form 3. Single Execution Affidavits ❑ Form 4. Dispute Disclosure ❑ Form 5. Certification Regarding Debarment, Suspension, & Other Responsibility Matters Primary Covered Transactions ❑ Form 6. Respondent’s Qualifications Survey ❑ Form 7. Key Staff and Proposed Subcontractors.❑ Form 8. Reference List ❑ ATTACHMENTS This competitive solicitation incorporates the following attachments, which should be reviewed thoroughly and, if applicable, completed prior to submitting a response to this competitive solicitation. The City is attaching the following Attachments: Attachment A.Sample Development Agreement Attachment B./Affidavit of Representation Attachment C.Bid Protest Procedures 27 of 53 FORM 1 RESPONSE FORM PACKAGE ACKNOWLEDGEMENTS I hereby propose to furnish the goods and services specified in the Request for Qualifications RFQ No. CSM2024-01 I agree that my Response will remain firm for a period of 180 days after opened by the City in order to allow the City adequate time to evaluate the Response. I certify that all information contained in this Response is truthful to the best of my knowledge and belief. I further certify that I am duly authorized to submit this Response on behalf of the Firm named as the Proposing Firm and that said Firm is ready, willing,and able to perform if awarded the Agreement. I further certify, under oath, that this Response is made without prior understanding, agreement, connection, discussion, or collusion with any other person, firm or corporation submitting a Response; no officer, employee or agent of the City of South Miami or any other Respondent has an interest in said Response. Furthermore, I certify that the undersigned executed this Response Form with full knowledge and understanding of matters therein contained and was duly authorized. I further certify that the Respondent acknowledges receipt of all Addenda issued by the City in connection with the RFQ (Check the box next to each addendum received). ______Addendum 1 Addendum 6 ______Addendum 2 Addendum 7 ______Addendum 3 Addendum 8 ______Addendum 4 Addendum 9 _______Addendum 5 Addendum 10 Attached hereto are the following forms/documents which form a part of this Response: ❑Form 1.Response Form Package Acknowledgement. ❑Form 2A.Respondent’s Certification (if Company or Corporation) ❑Form 2B.Respondent’s Certification (if Partnership) ❑Form 3.Single Execution Affidavits ❑Form 4.Dispute Disclosure ❑Form 5.Certification Regarding Debarment, Suspension, & Other Responsibility Matters Primary Covered Transactions ❑Form 6.Respondent’s Qualifications Survey ❑Form 7.Key Staff and Proposed Subcontractors ❑Form 8.Reference List 28 of 53 518 SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 13 SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 14 FORM 1 RESPONSE FORM PACKAGE ACKNOWLEDGEMENTS (CONTINUED) ___________________________________________ NAME OF RESPONDENT FIRM ____________________________________________ SIGNATURE OF RESPONDENT ____________________________________________ NAME & TITLE, TYPED OR PRINTED MAILING ADDRESS ____________________________________________ ____________________________________________ (____) ______________________________________ TELEPHONE NUMBER State of Florida County of The foregoing instrument was acknowledged before me by means of physical presence or online notarization, this day of , 20 , by (name of person) as (type of authority) for (name of party on behalf of whom instrument is executed). Notary Public (Print, Stamp, or Type as Commissioned) Personally known to me; or Produced identification (Type of Identification:) Did take an oath; or Did not take an oath 29 of 53 Saltz Michelson Architects, Inc. Charles A. Michelson, AIA, LEED AP, President 3501 Griffin Road Fort Lauderdale, FL 33312 954 266-2700 Broward 25th March 24 Charles A. Michelson, AIA President Saltz Michelson Architects, Inc. FORM 2A RESPONDENT’S CERTIFICATION (if Company or Corporation) CERTIFICATE STATE OF _____________) ) SS COUNTY OF ___________) I HEREBY CERTIFY that a meeting of the Board of Directors of ___________________________________________________________________ a corporation or company existing under the laws of the State of _________________________, held on ______________________, 2024, the following resolution was duly passed and adopted: RESOLVED, that, as _____________of the Corporation/Company, be and is hereby authorized to execute the Response dated, __________, 2024 to the City of South Miami for RFQ NO. CSM2024-01 SOUTH MIAMI CITY HALL REDEVELOPMENT PROJECT, and that this execution thereof, attested by the Secretary of the Corporation/Company, and with the Corporate/Company Seal affixed, shall be the official act and deed of this Corporation/Company. I further certify that said resolution is now in full force and effect. IN WITNESS WHEREOF, I have hereunto set my hand and affixed the official seal of corporation/company on this the _____________ of ___________, 2024. _______________________ Secretary (SEAL) 30 of 53 Florida Broward Saltz Michelson Architects, Inc. Florida March 19 President March 25 25th March 519 SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 15 SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 16 FORM 2B RESPONDENT’S CERTIFICATION (if Partnership) CERTIFICATE STATE OF ____________) ) SS COUNTY OF __________) I HEREBY CERTIFY that a meeting of the Partners of ____________________ _____________________________________________________________________, a partnership existing under the laws of the State of _________________________, held on ____________________, 2024, the following resolution was duly passed and adopted: “RESOLVED, that _____________________________________________, as_____________________________________________________________of the Partnership, be and is hereby authorized to execute the Response dated ______________, 2024, to the City of South Miami for RFQ NO.CSM2024-01 SOUTH MIAMI CITY HALL REDEVELOPMENT PROJECT from this partnership and that his execution of thereof, attested by the shall be the official act and deed of this Partnership.” I further certify that said resolution is now in full force and effect. IN WITNESS WHEREOF, I have hereunto set my hand this _____, day of ________, 2024. _______________________ Secretary (SEAL) 31 of 53 NOT A P PLI C A BL E FORM 3 SINGLE EXECUTION AFFIDAVITS THIS FORM MUST BE SIGNED AND SWORN TO IN THE PRESENCE OF A NOTARY PUBLIC OR OTHER OFFICIAL AUTHORIZED TO ADMINISTER OATHS. THIS FORM COMBINES SEVERAL AFFIDAVIT STATEMENTS TO BE SWORN TO BY THE RESPONDENT OR RESPONDENT AND NOTARIZED BELOW. IN THE EVENT THE RESPONDENT OR RESPONDENT CANNOT SWEAR TO ANY OF THESE AFFIDAVIT STATEMENTS, THE RESPONDENT OR RESPONDENT IS DEEMED TO BE NON- RESPONSIBLE AND IS NOT ELIGIBLE TO SUBMIT A RESPONSE. THESE SINGLE EXECUTION AFFIDAVITS ARE SUBMITTED TO THE CITY OF SOUTH MIAMI AND ARE STATEMENTS MADE: By: For (Name of Proposing or Responding Entity): Whose business address is: And (if applicable) its Federal Employer Identification Number (FEIN) is: (if the entity does not have an FEIN, include the Social Security Number of the individual signing this sworn statement. SS#:) Americans with Disabilities Act Compliance Affidavit The above named firm, corporation or organization is in compliance with and agrees to continue to comply with, and assure that any subcontractor, or third party contractor under this project complies with all applicable requirements of the laws listed below including, but not limited to, those provisions pertaining to employment, provision of programs and services, transportation, communications, access to facilities, renovations, and new construction. •The American with Disabilities Act of 1990 (ADA), Pub. L. 101 -336, 104 Stat 327, 42 USC 1210112213 and 47 USC Sections 225 and 661 including Title I, Employment; Title II, Public Services; Title III, Public Accommodations and Services Operated by Private entities; Title IV, Telecommunications; and Title V, Miscellaneous Provisions. •The Florida Americans with Disabilities Accessibility Implementation Act of 1993, Section 553.501-553.513, Florida Statutes: •The Rehabilitation Act of 1973, 229 USC Section 794; •The Federal Transit Act, as amended 49 USC Section 1612; •The Fair Housing Act as amended 42 USC Section 3601-3631. Respondent Initials 32 of 53 Charles A. Michelson, AIA, ACHA, LEED LEED AP Saltz Michelson Architects, Inc. 3501 Griffin Road, Fort Lauderdale, Florida 33312 59-2012166 N/A 520 SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 17 SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 18 Public Entity Crimes Affidavit I understand that a “public entity crime”as defined in Paragraph 287.133(1)(g), 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 of the United States, including but not limited to, any bid or contract for goods or services to be provided to any public entity or an agency or political subdivision of any other state or of the United States and involving antitrust, fraud, theft, bribery, collusion, racketeering, conspiracy, or material misrepresentations. I understand that “convicted”or “conviction”as defined in Paragraph 287.133(1)(b), Florida Statutes, means a finding of guilt or a conviction of 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. I understand that an “affiliate”as defined in Paragraph 287.133(1)(a), Florida Statutes, means: 1. A predecessor or successor of a person convicted of a public entity crime; or 2. 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. The 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. 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 goods or services let by a public entity, or which otherwise transacts or applies to transact business with a public entity. The term “person”includes those officers, directors, executives, and partners, shareholders, employees, members, and agents who are active in management of an entity. Based on information and belief, the statement, which I have marked below, is true in relations to the entity submitting this sworn statement. (INDICATE WHICH STATEMENT APPLIES.) Neither the entity submitting this sworn statement, nor any of its officers, directors, executives, partners, shareholders, employees, members, or agents who are active in the management of the entity, nor any affiliate of the entity has been charged with ad convicted of a public entity crime subsequent to July 1, 1989. The entity submitting this sworn statement, or one or more of its officers, directors, executives, partners, shareholders, employees, members, or agents who are active in the management of the entity, or an affiliate of the entity has been charged with and convicted of a public entity crime subsequent to July 1, 1989. The entity submitting this sworn statement, or one or more of its officers, directors, executives, partners, shareholders, employees, members, or agents who are active in the management of the entity, or an affiliate of the entity has been charged with and convicted of a public entity crime subsequent 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 33 of 53 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 that I am required to inform the public entity prior to entering into a contract in excess of the threshold amount provided in Section 287.017,Florida Statutes for category two of any change in the information contained in this form. Respondent Initials No Conflict of Interest or Contingent Fee Affidavit Respondent warrants that neither it nor any principal, employee, agent, representative nor family member has paid or will pay any fee or consideration that is contingent on the award or execution of a contract arising out of this solicitation. Respondent also warrants that neither it nor any principal, employee, agent, representative nor family member has procured or attempted to procure this contract in violation of any of the provisions of the Miami-Dade County and City of South Miami conflict of interest or code of ethics ordinances. Further, Respondent acknowledges that any violation of these warrants will result in the termination of the contract and forfeiture of funds paid or to be paid to the Respondent should the Respondent be selected for the performance of this contract. Respondent Initials Business Entity Affidavit Respondent hereby recognizes and certifies that no elected official, board member, or employee of the City of South Miami (the “City”) shall have a financial interest directly or indirectly in this transaction or any compensation to be paid under or through this transaction, and further, that no City employee, nor any elected or appointed officer (including City board members) of the City, nor any spouse, parent or child of such employee or elected or appointed officer of the City, may be a partner, officer, director or proprietor of Respondent or Vendor, and further, that no such City employee or elected or appointed officer, or the spouse, parent or child of any of them, alone or in combination, may have a material interest in the Vendor or Respondent. Material interest means direct or indirect ownership of more than 5% of the total assets or capital stock of the Respondent. Any exception to these above described restrictions must be expressly provided by applicable law or ordinance and be confirmed in writing by City. Further, Respondent recognizes that with respect to this transaction or bid, if any Respondent violates or is a party to a violation of the ethics ordinances or rules of the City, the provisions of Miami-Dade County Code Section 2-11.1, as applicable to City, or the provisions of Chapter 112, part III, Fla. Stat., the Code of Ethics for Public Officers and Employees, such Respondent may be disqualified from furnishing the goods or services for which the bid or Bid is submitted and may be further disqualified from submitting any future bids or Bid for goods or services to City. Respondent Initials Anti-Collusion Affidavit 1.Respondent/Respondent has personal knowledge of the matters set forth in its Response and is fully informed respecting the preparation and contents of the attached Response and all pertinent circumstances respecting the Bid; 2.The Response is genuine and is not a collusive or sham Response; and 34 of 53 521 SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 19 SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 20 3.Neither the Respondent/Respondent nor any of its officers, partners, owners, agents, representatives, employees, or parties in interest, including Affiant, has in any way colluded, conspired, connived, or agreed, directly or indirectly with any other Respondent/Respondent, firm, or person to submit a collusive or sham Response, or has in any manner, directly or indirectly, sought by agreement or collusion or communication or conference with any other Respondent/Respondent, firm, or person to fix the price or prices in the attached Response or of any other Respondent/Respondent, or to fix any overhead, profit, or cost element of the Response price or the Response price of any other Respondent/Respondent, or to secure through any collusion, conspiracy, connivance or unlawful agreement any advantage against the City or any person interested in the proposed Contract. __________ Respondent Initials Scrutinized Company Certification 1.Respondent certifies that it and its subcontractors are not on the Scrutinized Companies that Boycott Israel List. Pursuant to Section 287.135, F.S., the City may immediately terminate the Agreement that may result from this RFQ at its sole option if the Respondent or its subcontractors are found to have submitted a false certification; or if the Respondent, or its subcontractors are placed on the Scrutinized Companies that Boycott Israel List or is engaged in the boycott of Israel during the term of the Agreement. 2.If the Agreement that may result from this RFQ is for more than one million dollars, the Respondent certifies that it and its subcontractors are also not on the Scrutinized Companies with Activities in Sudan, Scrutinized Companies with Activities in the Iran Petroleum Energy Sector List, or engaged with business operations in Cuba or Syria as identified in Section 287.135, F.S. pursuant to Section 287.135, F.S., the City may immediately terminate the Agreement that may result from this RFQ at its sole option if the Respondent, its affiliates, or its subcontractors are found to have submitted a false certification; or if the Respondent, its affiliates, or its subcontractors are placed on the Scrutinized Companies with Activities in Sudan List, or Scrutinized Companies with Activities in the Iran Petroleum Energy Sector List, or engaged with business operations in Cuba or Syria during the term of the Agreement. 3.The Respondent agrees to observe the above requirements for applicable subcontracts entered into for the performance of work under the Agreement that may result from this RFQ. As provided in Subsection 287.135(8), F.S., if federal law ceases to authorize the above-stated contracting prohibitions then they shall become inoperative. Respondent Initials Drug-Free Workplace Affidavit Respondent hereby recognizes that, pursuant to F.S. § 287.087, preference shall be given to businesses with drug-free workplace programs when two responses are equal with respect to price, quality, and service. Respondent understands that in order to qualify as a drug-free workplace, Respondent must: a)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. 35 of 53 b)Inform employees about the dangers of drug abuse in the workplace, the Respondent’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. 1)Give each employee engaged in providing commodities or contractual services under the ITB a copy of the statement specified in subsection (1). 2)Notify employees that, as a condition of working on the commodities or contractual services under the ITB, the employee must 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. 3)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. 4)Make a good faith effort to continue to maintain a drug-free workplace through the implementation of this section. Based on information and belief, the statement, which I have marked below, is true in relations to the entity submitting this sworn statement. (INDICATE WHICH STATEMENT APPLIES.) The entity submitting this sworn statement is a drug-free workplace and is in full compliance with the requirements set forth under F.S. § 287.087. The entity submitting this sworn statement is not a drug-free workplace. Respondent Initials City Non-Discrimination Requirements Affidavit Respondent understands that pursuant to Section 3-1.1 of the Code of the City of South Miami, the City will not enter into or award a contract to an entity engaged in a boycott. Respondent understands that “Boycott”as defined under Section 3-1.1 of the Code of the City of South Miami means to blacklist, divest from, or otherwise refuse to deal with a nation or country, or to blacklist or otherwise refuse to deal with a person or entity when the action is based on race, color, national origin, religion, sex, gender identity, sexual orientation, marital or familial status, age, or disability in a discriminatory manner. The term boycott does not include a decision based upon business or economic reasons, or boycotts, embargoes, trade restrictions, or divestments that are specifically authorized or required by federal law or state law. Respondent certifies that it is not engaged in a boycott, and is in full compliance with Section 3 -1.1 of the Code of the City of South Miami. Respondent Initials Acknowledgment, Warranty, and Acceptance 36 of 53 522 SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 21 SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 22 1.Contractor warrants that it is willing and able to comply with all applicable state of Florida laws, rules and regulations. 2.Contractor warrants that it has read, understands, and is willing to comply with all requirements of RFQ No. CSM2024-XX and any addendum/addenda related thereto. 3.Contractor warrants that it will not delegate or subcontract its responsibilities under an agreement without the prior written permission of the City Commission or City Manager, as applicable. 4.Contractor warrants that all information provided by it in connection with this Response is true and accurate. Respondent Initials [REMAINDER OF PAGE LEFT INTENTIONALLY BLANK. SIGNATURE PAGE FOLLOWS.] 37 of 53 In the presence of: Signed, sealed and delivered by: Witness #1 Print Name: Print Name: Title: Witness #2 Print Name: ACKNOWLEDGMENT State of Florida County of The foregoing instrument was acknowledged before me by means of physical presence or online notarization, this day of , 20 , by (name of person) as (type of authority) for (name of party on behalf of whom instrument is executed). Notary Public (Print, Stamp, or Type as Commissioned) Personally known to me; or Produced identification (Type of Identification:) Did take an oath; or Did not take an oath 38 of 53 Jessica Weatherspoon Natalia Castro Charles A. Michelson, AIA President 25th March 24 Charles A. Michelson, AIA President Saltz Michelson Architects, Inc. Broward 523 SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 23 SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 24 FORM 4 DISPUTE DISCLOSURE Answer the following questions by placing an “X”after “Yes”or “No”. If you answer “Yes”, please explain in the space provided, or on a separate sheet attached to this form. 1.Has your firm or any of its officers, received a reprimand of any nature or been suspended by the Department of Professional Regulations or any other regulatory agency or professional associations within the last five (5) years? YES __________ NO __________ 2.Has your firm, or any member of your firm, been declared in default, terminated or removed from a contract or job related to the services your firm provides in the regular course of business within the last five (5) years? YES __________ NO __________ 3.Has your firm had against it or filed any requests for equitable adjustment, contract claims, Bid protests, or litigation in the past five (5) years that is related to the services your firm provides in the regular course of business? YES __________ NO __________ If yes, state the nature of the request for equitable adjustment, contract claim, litigation, or protest, and state a brief description of the case, the outcome or status of the suit and the monetary amounts of extended contract time involved. I hereby certify that all statements made are true and agree and understand that any misstatement or misrepresentation of falsification of facts shall be cause for forfeiture of rights for further consideration of this Response for the City of South Miami. ACKNOWLEDGMENT State of Florida County of The foregoing instrument was acknowledged before me by means of ☐physical presence or ☐online notarization, this day of , 20 , by (name of person) as (type of authority) for (name of party on behalf of whom instrument is executed). Notary Public (Print, Stamp, or Type as Commissioned) Personally known to me; or Produced identification (Type of Identification:) Did take an oath; or Did not take an oath 39 of 53 The owner of Santa Monica Fertility Center submitted a Civil law suit against the contractor Lombardi Development, LLC and the MEP engineer Louis J. Aguirre & Associates, P.A. as well as to the architect Saltz Michelson Architects. They alleged HVAC deficiencies in HVAC system as related to design and installation. Date complaint filed: 01/22/24 Broward 25th March 24 Charles A. Michelson, AIA President Saltz Michelson Architects, Inc. FORM 5 CERTIFICATION REGARDING DEBARMENT, SUSPENSION, AND OTHER RESPONSIBILITY MATTERS PRIMARY COVERED TRANSACTIONS This certification is required by the regulations implementing Executive Order 12549, Debarment and Suspension, 13 CFR Part 145. The regulations were published as Part VII of the May 26, 1988 Federal Register (pages 19160-19211). Copies of the regulations are available from local offices of the U.S. Small Business Administration. (1) The prospective primary participant certifies to the best of its knowledge and belief that it and its principals: (a) Are not presently debarred, suspended, proposed for disbarment, declared ineligible, or voluntarily excluded from covered transactions by any Federal department or agency; (b) Have not within a three-year period preceding this application been convicted of or had a civil judgment rendered against them for commission of fraud or a criminal offense in connection with obtaining, attempting to obtain, or performing a public (Federal, State, or local) transaction or contract under a public transaction; violation of Federal or State antitrust statutes or commission of embezzlement, theft, forgery, bribery, falsification or destruction of records, making false statements, or receiving stolen property; (c) Are not presently indicted for or otherwise criminally or civilly charged by a governmental entity (Federal, State, or local) with commission of any of the offenses enumerated in paragraph (1)(b) of this certification; and (d) Have not within a three-year period preceding this application had one or more public transactions (Federal, State, or local) terminated for cause or default. (2) Where the prospective primary participant is unable to certify to any of the statements in this certification, such prospective primary participant shall attach an explanation to this Statement of Qualifications. Entity Name:_________________________________________________________ Date:_________________________By: Signature of Authorized Representative Name and Title of Authorized Representative 40 of 53 Saltz Michelson Architects, Inc. March 25, 2024 Charles A. Michelson, AIA, President 524 SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 25 SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 26 FORM 6 RESPONDENT’S QUALIFICATIONS SURVEY COMPANY QUALIFICATIONS QUESTIONNAIRE Please complete this Company Qualifications Questionnaire. By completing this form and submitting a response to the RFQ, you certify that any and all information contained in the Response is true, that your response to the RFQ is made without prior understanding, agreement, or connections with any corporation, firm or person submitting a response to the ITB for the same materials, supplies, equipment, or services, is in all respects fair and without collusion or fraud, that you agree to abide by all terms and conditions of the RFQ, and certify that you are authorized to sign for the Respondent’s firm. Some responses may require the inclusion of separate attachments. Separate attachments should be as concise as possible, while including the requested information. In no event should the total page count of all attachments to this Form exceed five (5) pages. Some information may not be applicable; in such instances, please insert “N/A”. Firm Name Principal Business Address Telephone Number Facsimile Number Email Address Federal I.D. No. or Social Security Number Municipal Business Tax/Occupational License No. FIRM HISTORY AND INFORMATION How many years has the firm has been in business under its current name and ownership? Please identify the Firm’s document number with the Florida Division of Corporations and date the Firm registered/filed to conduct business in the State of Florida: Document Number Date Filed Please identify the Firm’s category with the Florida Department of Business Professional Regulation (DBPR), DBPR license number, and date licensed by DBPR: Category License No. Date Licensed Please indicate the type of entity form of the Firm (if other, please describe): □ Individual □ Partnership □ Corporation □ LLC □ LLP □ Other Please identify the Firm’s primary business: 41 of 53 Saltz Michelson Architects, Inc. 3501 Griffin Road, Fort Lauderdale, FL 33312 (954) 266-2700 P96000091528 Architect AR0009976 Architectural planning and design. Project@SaltzMichelson.com 59-2012166 Dania Beach # 858 / Doral # 2021007607 (954) 266-2701 10/13/1983 27 11/07/1996 Please identify the number of continuous years your Firm has performed its primary business: Please list all professional licenses and certifications held by the Firm, its Qualifier/Principal, and any Key Staff, including any active certifications of small, minority, or disadvantaged business enterprise, and the name of the entity that issued the license or certification: License/Certification Type Name of Entity Issuing License or Certification License No.License Issuance Date Please identify the name, license number, and issuance date of any prior companies that pertain to your Firm: License/Certification Type Name of Entity Issuing License or Certification License No.License Issuance Date Please identify all individuals authorized to sign for the entity, their title, and the threshold/level of their signing authority: Authorized Signor’s Name Title Signing Authority Threshold (All, Cost up to $X-Amount, No Cost, Other) Please identify the total number of Firm employees, managerial/administrative employees, and identify the total number of trades employees by trade (e.g., 20 electricians, 5 laborers, etc.): Total No. of Employees Total No. of Managerial/Administrative Employees Total No. of Trades Employees by Trade INSURANCE INFORMATION Please provide the following information about the Firm’s insurance company: Insurance Carrier Name Insurance Carrier Contact Person Insurance Carrier Address Telephone No. Email Has the Firm filed any insurance claims in the last five (5) years? □ No □ Yes If yes, please identify the type of claim and the amount paid out under the claim: FIRM OWNERSHIP Please identify all Firm owners or partners, their title, and percent of ownership: 42 of 53 Architecture Charles A. Michelson, AIA State of Florida President USI Insurance Services, LLC 2502 N. Rocky Point Drive #400 Tampa, FL 33607 Marilyn Lupico Marilyn.Lupico@usi.com(727) 784-6285 AR0009976 All 33 9 24 10/13/1983 48 Architecture State of Florida AR0007699 05/12/1978 Architecture N/A State of Florida AR97280 11/05/2014 525 SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 27 SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 28 FORM 7 KEY STAFF & PROPOSED SUBCONTRACTORS KEY STAFF Please complete the following chart with the Firm’s proposed Key Staff. If additional space is required, please copy/duplicate this page and attach to this Form. Additional space: □ No □ Yes Name Title Years of Experience Years with Firm Licenses/Certifications Please explain the Firm’s ability and resources to substitute personnel with equal or higher qualifications than the Key Staff they will substitute for where substitute is required due to attrition, turnover, or a specific request by the City: Please identify each Key Staff member’s engagement commitments that will exist concurrently with the City’s Services: Key Staff Name Area of Responsibility Client Commitment (Hours/week) Period of Engagement 44 of 53 Owner/Partner Name Title Ownership (%) Please identify whether any of the owners/partners identified above are owners/partners in another entity: □ No □ Yes If yes, please identify the name of the owner/partner, the other entity’s name, and percent of ownership held by the stated owner/partner: Owner/Partner Name Other Entity Name Ownership (%) RECENT CONTRACTS Please identify the five (5) most recent contracts in which your Firm has provided services to other public entities: Public Entity Contact Person Telephone No.Email Address Date Awarded By signing below, Respondent certifies that the information contained herein is complete and accurate to the best of Respondent’s knowledge. Firm: Authorized Signature: Date: Print or Type Name: Title: 43 of 53 Charles A. Michelson, AIA President 55% Mark L. Saltz, AIA, LEED AP Chairman 10% Natalia Castro Secretary 10% Moe Azar Principal/Shareholder 10% Sheff L. Devier, AIA Sr. PM/Shareholder 5% Mary Farlander, RA N/A LA County Real Estate Emmanuel Gutierrez Emmanuel Gutierrez Emmanuel Gutierrez Emmanuel Gutierrez Emmanuel Gutierrez LA County Real Estate LA County Real Estate LA County Real Estate LA County Real Estate egutierrez@ceo.lacounty.gov(213) 974-4237 07/1998 (213) 974-4237 02/2001 (213) 974-4237 09/2000 (213) 974-4237 01/2020 (213) 974-4237 07/2005 egutierrez@ceo.lacounty.gov egutierrez@ceo.lacounty.gov egutierrez@ceo.lacounty.gov egutierrez@ceo.lacounty.gov Saltz Michelson Architects, Inc. March 25, 2024 PresidentCharles A. Michelson, AIA Sr. PM/Shareholder 10% Charles A. Michelson, AIA Robert J. Halula, AIA Mary Farlander, RA Sheff L. Devier, AIA With Sonnenblick Development, you gain a partner with financial stability and over 2,500 employees nationwide which can be drawn upon at any point in time to ensure the project is moving forward successfully. President Principal/Senior Project Manager Project Manager QA/QC 44 40 28 48 44 1 8 22 AR0009976 AR98667 AR97280 AR0007699 Bob Sonneblick Jonathan Pearch Developer Construction Management 20 20 Sonnenblick Development Balfour Beatty Throughout the entire project Throughout the entire project 526 SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 29 SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 30 Key Staff Name Area of Responsibility Client Commitment (Hours/week) Period of Engagement PROPOSED SUBCONTRACTORS The undersigned Respondent hereby designates, as follows, all major subcontractors whom they propose to utilize for the major areas of work for the services. The Respondent is further notified that all subcontractors shall be properly licensed, bondable, and shall be required to furnish the City with a Certificate of Insurance in accordance with the contract general conditions. Failure to furnish this information shall be grounds for rejection of the Respondent’s RFQ submission. (If no subcontractors are proposed, state “None”on first line below.) Subcontractor Name & Address Scope of Work License Number Firm: Authorized Signature: Date: Print or Type Name: Title: 45 of 53 FORM 8 REFERENCE LIST IN ADDITION TO THE INFORMATION REQUIRED ON THIS FORM, RESPONDENT SHALL PROVIDE A MINIMUM OF THREE REFERENCE LETTERS. REFERENCE #1 Public Entity Name: Reference Contact Person/Title/Department: Contact Number & Email Public Entity Size/Number of Residents/Square Mileage: Event(s) Completed (include Name of Project/Event, Date of Event Start/Completion, Details on Size/Scope of Work/Complexity) Is the Contract still Active? Yes No 46 of 53 LA County Real Estate Emmanuel “Manny” Gutierrez, Sr. Real Property Agent T: (213) 974-4237 Chief Executive Office E: egutierrez@ceo.lacounty.gov 132,000 SF El Monte 1 LA County is a government office building in a downtown urban location. The project was delivered under an identical delivery system with a county tenant. The six-story building provides and was designed and built with sustainability in mind to achieve LEED Silver certification upon completion. Throughout the entire project Throughout the entire project Throughout the entire project Gensler Saltz Michelson Architects MGAC Charles Michelson Sonnenblick Development, LLC 1422 Cuesta Linda Drive Pacific Palisades, CA 90272 MGAC 730 11th Street NW Washington, DC 20001 Balfour Beatty 7901 S.W. 6th Court, Suite 200 Plantation, FL 33324 Gensler 545 NW 26th Street, Suite 250 Miami, Florida 33127 Adam Wemhaner Shamim Ahmadzadegan Architect/Principal-In-Charge Development N/A Construction Manager N/A Construction Manager CGC1504553 Design Architect AR96486 Construction Manager Design Architect 20 20 25 March 25, 2024 Saltz Michelson Architects, Inc. Charles A. Michelson, AIA President 527 SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 31 SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 32 REFERENCE #2 Public Entity Name: Reference Contact Person/Title/Department: Contact Number & Email Public Entity Size/Number of Residents/Square Mileage: Event(s) Completed (include Name of Project/Event, Date of Event Start/Completion, Details on Size/Scope of Work/Complexity) Is the Contract still Active? Yes No 47 of 53 REFERENCE #3 Public Entity Name: Reference Contact Person/Title/Department: Contact Number & Email Public Entity Size/Number of Residents/Square Mileage: Event(s) Completed (include Name of Project/Event, Date of Event Start/Completion, Details on Size/Scope of Work/Complexity) Is the Contract still Active? Yes No END OF SECTION 4 48 of 53 LA County Chief Executive OfficeLA County Department of Beaches and Harbors Department of Beaches and Harbors Chief Executive Office Nevin Harrison, Real Property Principal & AgentMiguel A. Covarrubias, Chief Property Manager T: (213) 974-4159T: (424) 526-7777 80,000 SF132,000 SF The RANCHO PARK BUILDING is an 80,000 square foot County-EL MONTE 2 - LA COUNTY was constructed adjacent to El Monte occupied office space in a downtown urban location in Los Angeles, California with a tight 1 and provides an additional 132,000 square feet of office space for County tenants. The site. The project was successfully completed within all schedule and budget expectations.project achieved LEED Silver certification upon completion, taking into account several sustainable components in design and systems. E: nharrison@ceo.lacounty.govE: mcovarrubias@bh.lacounty.gov 528 RESPONDENT’S QUALIFICATIONS 529 SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 35 SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 36 SONNENBLICK | MGAC | BALFOUR BEATTY1.7.5.RESPONDENT’S QUALIFICATIONS State of Florida Department of State I certify from the records of this office that SALTZ MICHELSON ARCHITECTS,INC.is a corporation organized under the laws of the State of Florida,filed on November 7,1996. The document number of this corporation is P96000091528. I further certify that said corporation has paid all fees due this office through December 31,2024,that its most recent annual report/uniform business report was filed on January 4,2024,and that its status is active. I further certify that said corporation has not filed Articles of Dissolution. Given under my hand and the Great Seal of the State of Florida at Tallahassee,the Capital,this the Fourth day of January,2024 Tracking Number:0725610245CC To authenticate this certificate,visit the following site,enter this number,and then follow the instructions displayed. https://services.sunbiz.org/Filings/CertificateOfStatus/CertificateAuthentication 1.7.5.1. STATE CORPORATE CERTIFICATE 1.7.5.2. PROOF OF CONTINUOUS OPERATION 530 SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 37 SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 38 SONNENBLICK | MGAC | BALFOUR BEATTY1.7.5.RESPONDENT’S QUALIFICATIONS As a seasoned developer with extensive experience in projects of similar scope, Sonnenblick Development approaches government redevelopment projects with a comprehensive methodology developed over our many years of practice. Our process begins with a careful site evaluation involving assessing location, accessibility, zoning regulations, environmental considerations, and existing infrastructure. A thorough understanding of the site’s potential and constraints is crucial for laying the foundation of a successful redevelopment project. Market evaluation comes next in the process, as it is essential to gauge the demand and feasibility of the proposed development within the context of the local market dynamics. This entails analyzing demographic trends, economic indicators, competition, and potential demand drivers. By identifying market gaps and opportunities, we can tailor the development to meet the needs and preferences of the target audience effectively. Conceptualizing the development involves translating the findings from site and market evaluations into a coherent vision. This stage includes brainstorming sessions, feasibility studies, and conceptual designs aimed at defining the project’s scope, scale, and programmatic elements. Collaboration with architects, urban planners, and other stakeholders is crucial to ensure that the conceptual design aligns with the project goals and requirements. Once the conceptual framework is established, our focus shifts to design and construction. This phase involves developing detailed architectural plans, securing necessary permits and approvals, and selecting construction partners through a competitive bidding process. Throughout the construction process, strict quality control measures are implemented to ensure that the project adheres to the highest standards of quality and safety. Occupancy is the final step in the redevelopment process, where the newly renovated area is revealed to the public. This phase involves marketing and leasing efforts to attract tenants, overseeing move-in logistics, and ensuring a smooth transition to operational status. Post- occupancy, ongoing management and maintenance efforts are vital to preserve the integrity and functionality of the redevelopment project over the long term. Overall, our approach to government redevelopment projects is rooted in a holistic methodology that prioritizes thorough analysis, strategic planning, and meticulous execution. By leveraging our experience and expertise across the development lifecycle, we strive to deliver transformative projects that enrich communities and leave a lasting legacy for generations to come. SONNENBLICK | MGAC | BALFOUR BEATTY 1.7.5.3. EXPERIENCE 531 SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 39 SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 40 SONNENBLICK | MGAC | BALFOUR BEATTY1.7.5.RESPONDENT’S QUALIFICATIONS 532 SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 41 SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 42 SONNENBLICK | MGAC | BALFOUR BEATTY1.7.5.RESPONDENT’S QUALIFICATIONS 533 SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 43 SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 44 SONNENBLICK | MGAC | BALFOUR BEATTY1.7.5.RESPONDENT’S QUALIFICATIONS ASSOULINE BUSCH CAPITAL ASSOULINE BUSCH CAPITAL, LLC (ABC) is an exclusive partnership between the Assouline and Anheuser-Busch families. Led by Tom Assouline as CEO and August “Gussie” Busch as COO, ABC is an integrated opportunistic real estate investment and management firm based in Miami. ABC primarily employs value-add and opportunistic strategies to generate above average, risk-adjusted returns for its own account and in joint venture partnerships with project sponsors, institutional, UHNWI, investors and creative entrepreneurs. Their expertise spans from owner/operator, ground-up construction, adaptive reuse, value-add acquisition and repositioning projects. ABC operates it and independently manages their investments. Its structure as a privately held company allows for flexibility to promptly underwrite and execute deals of all asset types, sizes and structures in order to secure the best opportunities in the market. ABC has over $400+ million under management in hospitality, multi family residential, and other assets. That includes Royal Beach Palace Hotel, Red South Beach Miami, Coachella Resort, and more. Tom Assouline, emigrated from France, Mr. Assouline comes from multigenerational real estate investment family where his father owned the largest mortgage brokerage firm. Managing his own company and investing in real estate has always come natural. Mr. Assouline is co-owner of Stay Hospitality. Stay Hospitality is a full service hotel and vacation rental management company that values unique, quality experiences and genuine personal relationships. Gussie Busch is from one of the wealthiest and world-famous families in America–Anheuser-Busch. He is the great-great-grandson of Adolphus Busch, founder of Anheuser-Busch. Mr. Busch’s legacy driven passion in business, hospitality, and real estate led him to being at the forefront of the Anheuser-Busch family’s real estate investments in hospitality. Sonnenblick Development, LLC and Mr. Robert Sonnenblick have been in the real estate development and construction business for many decades as reflected in the resumes attached herein. As a principal In the very experienced firm of Sonnenblick Goldman (later purchased by Cushman/Wakefield) — Bob has a deep appreciation and long-term history of designing, building and financing very large, complicated projects nationally. We have enclosed a list of notable projects in the past which Bob was responsible for funding through his family’s company, Sonnenblick Goldman, for your reference, as well as those design build and owned buildings with Government tenants. In addition to Sonnenblick’s track record and long-standing position in the community, they are a major landlord of government tenants including 500,000 feet for Homeland Security in Los Angeles. By adding the Busch family, clearly one of Americas most famous and wealthiest families and their investment fund (with AB Capital) to the team, the financial qualifications are outstanding. The long term recognized success of Sonnenblick and Busch, and now with AB Capital joining the team. The team assembled and referenced herein are one of the more qualified to conclude the construction, financing and operations of the South Miami City Hall. Bob Sonnenblick and the Busch families have had long term financial interests in design, build, finance government projects and will make this project world class to be proud of. Both Sonnenblick Development, as well as AB Capital and The Busch Family investment fund, are certainly willing to share their financial capacity to fund the equity, construction, and operational capital necessary if requested and provide references including our main line banks for 40 years at Bank of America and Wells Fargo Bank. They should provide the debt to build the project if necessary. We have enclosed herein some information to show that we have done this before, and have the experience, desire and financial capacity to do it again. Our bankers are ready to meet and discuss both our capacity and ability to fund this project. Please find information on both companies attached. SONNENBLICK DEVELOPMENT Founder of Sonnenblick, LLC, Mr. Robert Sonnenblick, is a graduate of the Wharton School of Finance of the University of Pennsylvania with decades of experience in various aspects of real estate and real estate finance. From 1981 to 1991 Mr. Sonnenblick was the driving force and power behind Sonnenblick- Goldman Corporation of California. Mr. Sonnenblick completed over $1.5 Billion of commercial real estate transactions on the West Coast and as a result is regarded as one of the West Coast’s leaders in the field of commercial real estate. Among the more notable projects for which Mr. Sonnenblick personally structured the financing for are: • The Beaudry Center, Los Angeles, California ($197 million) • Ritz Carlton Hotel, Pasadena, California ($97 million) • One Waterfront Plaza, Honolulu, Hawaii ($100 million) • Los Angeles World Trade Center, Los Angeles, California ($55 million) Together, the principals of Sonnenblick Development have a combined 30 years of experience in real estate, construction, finance and development in excess of $2.5 Billion in closed transactions. 1.7.5.4. EXPERIENCE WITH FINANCING 534 SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 45 SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 46 SONNENBLICK | MGAC | BALFOUR BEATTY1.7.5.RESPONDENT’S QUALIFICATIONS Sonnenblick-Goldman Corp. of California CONTINUING TO BE THE WEST COAST'S LEADER IN MAJOR COMMERCIAL REAL ESTA TE TRANSACTIONS $197,000,000 $51,000,000 The Beaudry Center Los Angeles, California Securitized First Mortgage Financing $100,000,000 One Waterfront Plaza Honolulu, Hawaii Take-out and Construction Financing $72,000,000 Hawthorne Plaza San Francisco, California Take-out Financing The Fairmont Hotel San Francisco, California First Mortgage Financing $63,000,000 The Meridien Hotel San Francisco, California First Mortgage Financing $61,000,000 One Shoreline Drive Corpus Christi, Texas Construction Financing Sonnenblick-Goldman Corp. of California 1901 A venue of the Stars Century City, CA 90067 (310)277-0600 44 5 Park A venue New York, NY 10022 (212)980-7600 44 Sonnenblick-Goldman Corp. of California CONTINUING TO BE THE WEST COAST'S LEADER IN MAJOR COMMERCIAL REAL ESTATE TRANSACTIONS $165,000,000 $86,000,000 $86,250,000 $83,500,000 anti Leasehold First and anti an(} $35,000,000 Second Mortgage $10,000,000 $11,000,000 First Mortgage Financing First Mortgage Development Cost am.I JV/Equity and JV/Equity an<lj.V/Equity AT&T The Ritz-Carlton The Parkshore Gateway Tower Pier 39 Huntington Hotel Club Seattle, Washington San Francisco. California Pasadena, California Chicago, Illinois $85,000,000 $54,100,000 $33,000,000 $21,000,000 Sale of Leasehold Sale of Leasehold Leasehold First Leasehold First Interest Interest Mortgage Financing Mortgage Financing The J. W Marriott ABC The Hyatt Islandia Entertainment Hotel Center Hotel Broadway Market Crntury City. California Century City, Californi:i San Dkgo, California Seattle, Washingwn $36,200,000 $27,000,000 $20,000,000 $24,600,000 First Mortgage First Mortgage first Mortgage First Mortgage Financing Financing Financing Financing Holiday Inn- The Academy Nornralk Square Union Square Hotel Hall Properties No. Hollywood, California Norwalk. California San Francisco, California Hayward, California -Sonnenblick-Goldman-Corp. of California 190 I Avenue of the Stars Century City, CA 90067 ( 213)277-0600 445 Park Avenue New York, NY 10022 (212) 980-7600 46 535 SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 47 SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 48 SONNENBLICK | MGAC | BALFOUR BEATTY1.7.5.RESPONDENT’S QUALIFICATIONS SONNENBLICK-GOLDMAN COMPANY CONTINUING TO BE THE WEST COAST'S LEADER IN MAJOR COMMERCIAL REAL ESTATE TRANSACTIONS $140,000,000 $55,000,000 $40,000,000 Leasehold Joint Venture Equity Leasehold Construction Financing and Construction Permanent Financing Financing THE SAN DIEGO 111 CAPITOL MALL SEAPORT VILLAGE HYATT REGENCY OFFICE BUILDING SHOPPING CENTER HOTEL San Diego, CA Sacramento, CA San Diego, CA $75,000,000 $18,300,000 $32,000,000 Permanent Participating Construction/ First Mortgage First Mortgage Mini-Perm Financing Financing Financing THE LOEWS SANT A TIIE WARNER THE PALADION MONICA BEACH FINANCIAL CENTER SHOPPING MALL HOTEL Santa Monica, CA Woodland Hills, CA San Diego, CA $20,500,000 $21,000,000 $18,500,000 Acquisition/Renovation First Mortgage First Mortgage Mortgage Financing Financing Financing THE SHERATON THE SCRIPPS R STREET PLAZA NEWPORT BEACH CORPORATE PLAZA OFFICE BUILDING HOTEL Newport Beach, CA San Diego, CA Sacramento, CA 111 SONNENBLICK-GOLDMAN■■■COMPANY 1901 A venue or the Stars Century City, California 90067 (213)177-0600 445 Park A venue New York, New York 10022 (112)980-7600 47 536 SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 49 SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 50 SONNENBLICK | MGAC | BALFOUR BEATTY1.7.5.RESPONDENT’S QUALIFICATIONS Melanie S. Griffin, SecretaryRon DeSantis, Governor STATE OF FLORIDA DEPARTMENT OF BUSINESS AND PROFESSIONAL REGULATION BOARD OF ARCHITECTURE & INTERIOR DESIGN THE ARCHITECT HEREIN IS LICENSED UNDER THE PROVISIONS OF CHAPTER 481, FLORIDA STATUTES DEVIER, SHEFF L III Do not alter this document in any form. 881 SW 49TH TER LICENSE NUMBER: AR0007699 EXPIRATION DATE: FEBRUARY 28, 2025 This is your license. It is unlawful for anyone other than the licensee to use this document. FT LAUDERDALE FL 333174414 Always verify licenses online at MyFloridaLicense.com Melanie S. Griffin, SecretaryRon DeSantis, Governor STATE OF FLORIDA DEPARTMENT OF BUSINESS AND PROFESSIONAL REGULATION BOARD OF ARCHITECTURE & INTERIOR DESIGN THE ARCHITECT HEREIN IS LICENSED UNDER THE PROVISIONS OF CHAPTER 481, FLORIDA STATUTES FARLANDER, MARY JOANNE Do not alter this document in any form. 3540 NW 89TH TERRACE LICENSE NUMBER: AR97280 EXPIRATION DATE: FEBRUARY 28, 2025 This is your license. It is unlawful for anyone other than the licensee to use this document. COOPER CITY FL 33024 Always verify licenses online at MyFloridaLicense.com SUBJECT AND ISSUED ACCORDING TO BUSINESS TAX RECEIPT ORDINANCE CHAPTER 15. This Business Tax Receipt does not permit the holder to operate in violation of any City law, ordinance, or regulation. Any change in location or ownership must be approved by the City, subject to zoning restrictions. This Business Tax Receipt does not endorse, approve, or disapprove the holder’s skill or competence or of the holder’s compliance or non-compliance with other laws, regulations or standards. MUST BE POSTED CONSPICUOUSLY AT BUSINESS LOCATION “Broward’s First City” 100 West Dania Beach Boulevard * Dania Beach, Florida 33004 * Phone: 954-924-6800 ext. 3672 CITY OF DANIA BEACH Business Tax Receipt VALID THROUGH 9/30/2024 SALTZ MICHELSON ARCHITECTS 3501 GRIFFIN RD FORT LAUDERDALE, FL 33312 Business Name: SALTZ MICHELSON ARCHITECTS Location Address: 3501 GRIFFIN RD Number/Class: 858 / Professional Issue Date: 08/22/2023 Expiration Date: 9/30/2024 Charge Detail: Quantity Charge Description Amount Paid 1 Architects $236.25 320 Fire Prevention Annual Fee $320.00 1 Waste Registration Fee $15.00 Total: $0.00 Comments: Restrictions: 1.7.5.5. LICENSES 537 SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 51 SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 52 SONNENBLICK | MGAC | BALFOUR BEATTY1.7.5.RESPONDENT’S QUALIFICATIONS State of Florida Department of State I certify from the records of this office that BALFOUR BEATTY CONSTRUCTION,LLC is a Delaware limited liability company authorized to transact business in the State of Florida,qualified on September 28,2004. The document number of this limited liability company is M04000004032. I further certify that said limited liability company has paid all fees due this office through December 31,2023,that its most recent annual report was filed on May 22,2023,and that its status is active. I further certify that said limited liability company has not filed a Certificate of Withdrawal. Given under my hand and the Great Seal of the State of Florida at Tallahassee,the Capital,this the Twenty-second day of February,2024 Tracking Number:6115567756CU To authenticate this certificate,visit the following site,enter this number,and then follow the instructions displayed. https://services.sunbiz.org/Filings/CertificateOfStatus/CertificateAuthentication Balfour Beatty Construction Attn: Business Licensing7901 SW 6 Ct #200Plantation FL 33324 Detach and display the Local Business Tax Certificate below. Renew and display current certificate annually. City of Plantation LOCAL BUSINESSTAX CERTIFICATE Certificate #: 190937 Account #: OC07-0235 Valid from 10/01/2023 to 09/30/2024 THIS CERTIFICATE MUST BE CONSPICUOUSLY DISPLAYED Classification:(26)e Agency/Agent Unclassified Business Name & Address: Balfour Beatty Construction, LLC7901 SW 6 CT #200 Plantation FL 33324 NOTICE:If Business is sold this Certificate must be transferred within 10 days or it becomes null and void. RREENN2233--0000664411 w PPaaiidd:: 0088//0011//22002233 w $$110055..0000 1.7.5.5. LICENSES (CONSULTANTS) 538 SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 53 SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 54 SONNENBLICK | MGAC | BALFOUR BEATTY1.7.5.RESPONDENT’S QUALIFICATIONS STRICTLY CONFIDENTIAL 6 Parc Alpharetta, Atlanta, GA i.Sonnenblick Development 1.XXX 2.XXX 3.XXX 4.XXX 5.XXX 6.XXX 7.XXX 8.XXX 9.XXX 10.XXX 11.XXX 12.XXX 13.XXX 14.XXX 15.XXX 16.XXX 17.XXX 18.XXX 19.XXX 20.XXX 21.XXX 22.XXX 23.XXX 24.XXX 25.X RESUME Sonnenblick Development LLC 1.7.5.6. SPECIALIZED EXPERIENCE 539 SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 55 SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 56 SONNENBLICK | MGAC | BALFOUR BEATTY1.7.5.RESPONDENT’S QUALIFICATIONS BROWARD COUNTY BOARD OF COUNTY COMMISSIONERS AND THE CITY OF FORT LAUDERDALE CITY COMMISSION SOLICITATION PNC2122559R1 DEVELOPER FOR JOINT GOVERNMENT CENTER CAMPUS (JGCC) STEP ONE SON N E N B L I C K | S U F FOLK/PIRTL E A. EVALUATION CRITERIA - QUALIFICATION SUBMITTAL REQUIREMENTS SONNENBLICK DEVELOPMENT, LLC Sonnenblick Development, LLC, is a highly recognized developer of office facilities for state, county and municipal public agencies throughout the nation. In addition, Sonnenblick has developed several Retail and Hotel Resort projects. Their parent company, founded in 1893, is celebrating its 128th anniversary in the commercial real estate business. The Sonnenblick family roots in commercial real estate dating back to the original company establishment in 1893. The company opened it’s South Florida offices in 1965 that were managed by Mr. Nathan Sonnenblick, Robert Sonnenblick’s grandfather. The company successfully completed over a billion dollars in South Florida commercial real estate transactions. Nathan lived in Hollywood, FL for over 3 decades, and was a leader in the local Broward Community. For public agencies, our goal has always been to provide high quality, state of the art facilities at long-term, flat rental rates that are often significantly below prevailing market rates. To accomplish this, we have developed unique and innovative lease and financing structures. ROBERT SONNENBLICK - PRINCIPAL Mr. Robert Sonnenblick, Principal of Sonnenblick Development, LLC, is a graduate of the Wharton School of Finance of the University of Pennsylvania with more than 30 years of experience in various aspects of real estate and real estate finance. From 1981 to 1991 Mr. Sonnenblick was the driving force and power behind Sonnenblick-Goldman Corporation of California. Mr. Sonnenblick completed over $1.5 Billion of commercial real estate transactions on the West Coast and as a result is regarded as one of the West Coast’s leaders in the field of commercial real estate. Among the more notable projects for which Mr. Sonnenblick personally structured the financing for are The Beaudry Center, Los Angeles, California ($197 million), the Ritz Carlton Hotel, Pasadena, California ($97 million), One Waterfront Plaza, Honolulu, Hawaii ($100 million), and the Los Angeles World Trade Center, Los Angeles, California ($55 million). In 1991 Mr. Sonnenblick was appointed Director of Development for the New Jersey and L.A. MetroMalls, with the responsibility for oversight and direction of the design, financing and leasing programs for two proposed $250 million enclosed regional malls totaling 1.2 million Sq. Ft. each. Mr. Sonnenblick personally oversaw more than 1 million Sq. Ft. of leases in connection with this position as well as arranging the necessary debt and equity financing. The New Jersey project opened to one of the strongest starts in the history of the United States mall industry. In addition, Mr. Sonnenblick was an original development partner of the Loews Santa Monica Beach Hotel. This 360-room, $90 million hotel was recently sold for $125 million. Roots in South Florida: FOR 15 YEARS, MR. SONNENBLICK WAS A PARTNER IN THE HIGHLY SUCCESSFUL BOCA RATON RESORT & CLUB. This 1000 room property was the State of Florida’s leading gross revenue hotel during most of that period. Mr. Sonnenblick and his partners sold this property to Mr. Wayne Huizinga, the former owner of the Miami Dolphins. Prior to forming Sonnenblick Development, LLC, Mr. Sonnenblick was the senior partner in a Los Angeles- based real estate development firm (Sonnenblick Del Rio Development) which specialized in public-private partnerships, specifically the development of four major government-leased office buildings throughout the Los Angeles basin. During this tenure, Mr. Sonnenblick successfully developed nearly 1 million square feet of government leased buildings, occupied by such tenants as U.S. Department of Homeland Security, Federal Bureau of Investigation (FBI), Los Angeles County Sheriff’s Department, Los Angeles County Department of Public Social Services and Los Angeles County Department of Children and Family Services. Mr. Sonnenblick is a frequent speaker at various real estate-related functions, such as those hosted by Deloitte Touche, ICSC, Value Retail News, Crittenden, USC, UCLA Real Estate Program, IMN Real Estate Conferences and the Institute for International Research, The Opal Group, iGlobal Forum Group, Globe Street/Realshare Conferences and Bloomberg Conferences. Mr. Sonnenblick is a member of the Advisory Board of the Golf Development Institute, a member of the Board of Real Estate Council of the Century City Chamber of Commerce and is a published author on subjects ranging from architecture to general real estate market conditions. In addition to Mr. Sonnenblick’s expertise in development, finance, joint ventures and equity structuring, Mr. Sonnenblick has also been certified as an expert in the area of real estate bankruptcy/foreclosure. Mr. Sonnenblick is a qualified expert witness in the area of Commercial Real Estate Finance and Interest Rates for the United States Federal Court System in numerous jurisdictions. COMPANY OVERVIEW: DEVELOPER BROWARD COUNTY BOARD OF COUNTY COMMISSIONERS AND THE CITY OF FORT LAUDERDALE CITY COMMISSION SOLICITATION PNC2122559R1 DEVELOPER FOR JOINT GOVERNMENT CENTER CAMPUS (JGCC) STEP ONE SON N E N B L I C K | S U F FOLK/PIRTL E A. EVALUATION CRITERIA - QUALIFICATION SUBMITTAL REQUIREMENTS SONNENBLICK DEVELOPMENT, LLC Sonnenblick Development, LLC, is a highly recognized developer of office facilities for state, county and municipal public agencies throughout the nation. In addition, Sonnenblick has developed several Retail and Hotel Resort projects. Their parent company, founded in 1893, is celebrating its 128th anniversary in the commercial real estate business. The Sonnenblick family roots in commercial real estate dating back to the original company establishment in 1893. The company opened it’s South Florida offices in 1965 that were managed by Mr. Nathan Sonnenblick, Robert Sonnenblick’s grandfather. The company successfully completed over a billion dollars in South Florida commercial real estate transactions. Nathan lived in Hollywood, FL for over 3 decades, and was a leader in the local Broward Community. For public agencies, our goal has always been to provide high quality, state of the art facilities at long-term, flat rental rates that are often significantly below prevailing market rates. To accomplish this, we have developed unique and innovative lease and financing structures. ROBERT SONNENBLICK - PRINCIPAL Mr. Robert Sonnenblick, Principal of Sonnenblick Development, LLC, is a graduate of the Wharton School of Finance of the University of Pennsylvania with more than 30 years of experience in various aspects of real estate and real estate finance. From 1981 to 1991 Mr. Sonnenblick was the driving force and power behind Sonnenblick-Goldman Corporation of California. Mr. Sonnenblick completed over $1.5 Billion of commercial real estate transactions on the West Coast and as a result is regarded as one of the West Coast’s leaders in the field of commercial real estate. Among the more notable projects for which Mr. Sonnenblick personally structured the financing for are The Beaudry Center, Los Angeles, California ($197 million), the Ritz Carlton Hotel, Pasadena, California ($97 million), One Waterfront Plaza, Honolulu, Hawaii ($100 million), and the Los Angeles World Trade Center, Los Angeles, California ($55 million). In 1991 Mr. Sonnenblick was appointed Director of Development for the New Jersey and L.A. MetroMalls, with the responsibility for oversight and direction of the design, financing and leasing programs for two proposed $250 million enclosed regional malls totaling 1.2 million Sq. Ft. each. Mr. Sonnenblick personally oversaw more than 1 million Sq. Ft. of leases in connection with this position as well as arranging the necessary debt and equity financing. The New Jersey project opened to one of the strongest starts in the history of the United States mall industry. In addition, Mr. Sonnenblick was an original development partner of the Loews Santa Monica Beach Hotel. This 360-room, $90 million hotel was recently sold for $125 million. Roots in South Florida: FOR 15 YEARS, MR. SONNENBLICK WAS A PARTNER IN THE HIGHLY SUCCESSFUL BOCA RATON RESORT & CLUB. This 1000 room property was the State of Florida’s leading gross revenue hotel during most of that period. Mr. Sonnenblick and his partners sold this property to Mr. Wayne Huizinga, the former owner of the Miami Dolphins. Prior to forming Sonnenblick Development, LLC, Mr. Sonnenblick was the senior partner in a Los Angeles- based real estate development firm (Sonnenblick Del Rio Development) which specialized in public-private partnerships, specifically the development of four major government-leased office buildings throughout the Los Angeles basin. During this tenure, Mr. Sonnenblick successfully developed nearly 1 million square feet of government leased buildings, occupied by such tenants as U.S. Department of Homeland Security, Federal Bureau of Investigation (FBI), Los Angeles County Sheriff’s Department, Los Angeles County Department of Public Social Services and Los Angeles County Department of Children and Family Services. Mr. Sonnenblick is a frequent speaker at various real estate-related functions, such as those hosted by Deloitte Touche, ICSC, Value Retail News, Crittenden, USC, UCLA Real Estate Program, IMN Real Estate Conferences and the Institute for International Research, The Opal Group, iGlobal Forum Group, Globe Street/Realshare Conferences and Bloomberg Conferences. Mr. Sonnenblick is a member of the Advisory Board of the Golf Development Institute, a member of the Board of Real Estate Council of the Century City Chamber of Commerce and is a published author on subjects ranging from architecture to general real estate market conditions. In addition to Mr. Sonnenblick’s expertise in development, finance, joint ventures and equity structuring, Mr. Sonnenblick has also been certified as an expert in the area of real estate bankruptcy/foreclosure. Mr. Sonnenblick is a qualified expert witness in the area of Commercial Real Estate Finance and Interest Rates for the United States Federal Court System in numerous jurisdictions. COMPANY OVERVIEW: DEVELOPER 540 SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 57 SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 58 SONNENBLICK | MGAC | BALFOUR BEATTY1.7.5.RESPONDENT’S QUALIFICATIONS Margaritaville currently operate 24 resorts across six countries, including an all-inclusive concept in Cancun, Mexico. Margaritaville’s hotel and resorts brand includes Margaritaville Hotels & Resorts, All-Inclusive Resorts, Compass Hotels by Margaritaville, St. Somewhere Resorts, Camp Margaritaville RV Resorts, Cottages & Home Rentals, and Margaritaville Vacation Clubs. The current Marina conceptual plan calls for a potential 150 room hotel with 150 dedicated parking spaces. A similar size and scale model of development is Margaritaville’s The Island Hotel in Pigeon Forge, Tennessee. The Island is a 300,000 square foot retail, hotel and entertainment development on 23 acres. Margaritaville has a 132 room hotel with a restaurant, rooftop pool and bar, coffee shop, St. Somewhere Spa, and meeting facilities (3,200 sf of space). In this scenario, the proposed Margaritaville Hotel would go on Element 6, the hotel site. SONNENBLICK’S CURRENT HOTEL PROJECT Margaritaville Riviera Beach 541 SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 59 SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 60 SONNENBLICK | MGAC | BALFOUR BEATTY1.7.5.RESPONDENT’S QUALIFICATIONS 542 SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 61 SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 62 SONNENBLICK | MGAC | BALFOUR BEATTY1.7.5.RESPONDENT’S QUALIFICATIONS 543 SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 63 SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 64 SONNENBLICK | MGAC | BALFOUR BEATTY1.7.5.RESPONDENT’S QUALIFICATIONS 544 SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 65 SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 66 SONNENBLICK | MGAC | BALFOUR BEATTY1.7.5.RESPONDENT’S QUALIFICATIONS CIVIC + GOVERNMENT QUALIFICATIONSCIVIC + GOVERNMENT QUALIFICATIONSEMPLOYEES 270+ REACH Experience in 70+ Countries OWNERSHIP Privately Owned OFFICE LOCATIONS VOLUME $30B of Construction Actively Being Managed SECTORS Commercial | Corporate | Civic + Government Critical Environments | Cultural | Education | Media Healthcare | Hospitality | Industrial | Science + Technology Luxury Living | Mixed-Use | Residential | Retail | Sports Transportation + Infrastructure about mgac UNITED KINGDOM London Brighton Birmingham Glasgow CANADA Toronto UNITED STATES Washington, DC Los Angeles New York San Francisco Seattle 545 SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 67 SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 68 SONNENBLICK | MGAC | BALFOUR BEATTY1.7.5.RESPONDENT’S QUALIFICATIONS The City of Toronto has embarked on an innovative effort to establish the new Etobicoke Civic Centre and Square. This project comprises a civic center and civic square located within Block 4 of the new Etobicoke Centre precinct in Toronto. The mixed-use civic center will incorporate a variety of areas under a single roof, including municipal office spaces, Council chambers, community gathering spaces, childcare areas, a library, a public health clinic, a recreation center, and a service center. size 774,000 SF architect Henning Larsen (Design Architect) Adamson Associates Architects (Executive Architect) CreateTO / City of Toronto, Etobicoke Civic Centre Etobicoke, Ontario, Canada MGAC is providing project management services to support the City of Toronto in this effort. Our team is responsible for monitoring, managing, and overseeing all day-to-day activities as they relate to the development of the project. MGAC will be involved in the project lifecycle from the construction documents phase to the construction, close-out, and warranty phases. The project qualifies as TGS-4, following Toronto Green Standards. services Project Management CIVIC + GOVERNMENT QUALIFICATIONS546 SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 69 SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 70 SONNENBLICK | MGAC | BALFOUR BEATTY1.7.5.RESPONDENT’S QUALIFICATIONS size 9,000 SF (New Auditorium) 44,000 SF (Renovation) architect CRGA Design contractor Whiting-Turner Contracting Company U.S. Naval Institute, Jack C. Taylor Conference Center Annapolis, Maryland, United States MGAC provided project and cost management services for the Jack C. Taylor Conference Center, a state-of- the-art 400-seat auditorium. This non- profit project includes a 9,000 SF new construction expansion, as well as a 44,000 SF renovation of the existing four-story historic Beach Hall building. The new center features five breakout rooms, a rooftop terrace, catering facilities, high-tech AV control room, and integrated television production capabilities for live streams, broadcasts, and webcasts. Renovations of existing spaces include new restrooms, offices, reception area, production studio, and archive spaces. New and upgraded MEP and fire systems tie both the renovation and new addition together seamlessly. The facility can accommodate classified meetings and is LEED Silver certified. services Project Management Cost Management Photography: Lloyd Wolf CIVIC + GOVERNMENT QUALIFICATIONS547 SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 71 SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 72 SONNENBLICK | MGAC | BALFOUR BEATTY1.7.5.RESPONDENT’S QUALIFICATIONS The Long Beach Civic Center project is a massive undertaking delivered under an innovative public-private partnership model between the City of Long Beach and Plenary-Edgemoor Civic Partners. The development aims to revitalize 22 acres of downtown Long Beach by creating a mixed- use district that includes a 270,000 SF City Hall; 93,500 SF Main Library; a 232,000 SF headquarters for the Port of Long Beach; and the reactivation of historic Lincoln Park. City of Long Beach, Long Beach Civic Center Long Beach, California, United States size 600,000+ SFl architect SOM contractor Clark Construction services Cost Management MGAC worked as part of an integrated team whose role was to represent the owner and protect its interests. MGAC’s scope was to ensure that capital expenditure was reasonable and consistent with the cost of other built projects of similar type and function. We have been involved at all phases of the project, from planning, development, and evaluation of developers’ proposals. We have developed capital budgets, reviewed capital cost and life-cycle cost analysis of submission, and assisted in the development of risk and contingency management. MGAC has also provided change order management services for this project.CIVIC + GOVERNMENT QUALIFICATIONS548 SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 73 SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 74 SONNENBLICK | MGAC | BALFOUR BEATTY1.7.5.RESPONDENT’S QUALIFICATIONS 549 SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 75 SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 76 SONNENBLICK | MGAC | BALFOUR BEATTY1.7.5.RESPONDENT’S QUALIFICATIONS 550 SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 77 SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 78 SONNENBLICK | MGAC | BALFOUR BEATTY1.7.5.RESPONDENT’S QUALIFICATIONS 551 SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 79 SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 80 SONNENBLICK | MGAC | BALFOUR BEATTY1.7.5.RESPONDENT’S QUALIFICATIONS 552 SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 81 SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 82 SONNENBLICK | MGAC | BALFOUR BEATTY1.7.5.RESPONDENT’S QUALIFICATIONS 553 SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 83 SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 84 SONNENBLICK | MGAC | BALFOUR BEATTY1.7.5.RESPONDENT’S QUALIFICATIONS 554 SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 85 SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 86 SONNENBLICK | MGAC | BALFOUR BEATTY1.7.5.RESPONDENT’S QUALIFICATIONS 555 SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 87 SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 88 SONNENBLICK | MGAC | BALFOUR BEATTY1.7.5.RESPONDENT’S QUALIFICATIONS 556 SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 89 SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 90 SONNENBLICK | MGAC | BALFOUR BEATTY1.7.5.RESPONDENT’S QUALIFICATIONS 557 SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 91 SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 92 SONNENBLICK | MGAC | BALFOUR BEATTY1.7.5.RESPONDENT’S QUALIFICATIONS 558 SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 93 SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 94 SONNENBLICK | MGAC | BALFOUR BEATTY1.7.5.RESPONDENT’S QUALIFICATIONS 559 SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 95 SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 96 SONNENBLICK | MGAC | BALFOUR BEATTY1.7.5.RESPONDENT’S QUALIFICATIONS 560 SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 97 SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 98 SONNENBLICK | MGAC | BALFOUR BEATTY1.7.5.RESPONDENT’S QUALIFICATIONS The goal of this project is to create a park and municipal complex that differentiates itself from the typical, uninviting government buildings we’re so accustomed to, creating a unique communal space. The design includes a resiliency park and municipal buildings that will house an administration building, a police station, and a community center with a pool with a combined projected footprint of 50,000 net square feet. This complex requires low maintenance, utilizes sustainable design and construction practices, and minimizes operational costs related to staffing, transportation, and service. MUNICIPAL COMPLEX & LEGACY PARK Cutler Bay, FLORIDA CLIENT Town of Cutler Bay 10720 Caribbean Blvd., Suite 210 Cutler Bay, FL 33189 Rafael Casals, Town Manager T: (786) 573-5518 E: rcasals@cutlerbay-fl.gov SCOPE Full A/E Services SIZE 50,000 GSF 16 Acres COST $36,000,000 COMPLETED 02/2026 FEATURES • Municipal facility • Administration building • Parking garage • Police station • Community center • Pool • Resiliency park • Sustainable design Founded in 1976, Saltz Michelson Architects, Inc. is an architectural firm providing a full range of architectural and planning services. A prominent local firm with large firm capabilities. For large, small and projects in-between, our proven best practices and proactive interaction with all involved parties delivers results that impress on every level. 561 SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 99 SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 100 SONNENBLICK | MGAC | BALFOUR BEATTY1.7.5.RESPONDENT’S QUALIFICATIONS The Broward Sheriff’s Office (BSO) Training Center is a new state-of-the-art project at the Broward Sheriff’s Office Public Safety Complex. The 7-story building consists of a 5-story parking garage with 700+ parking spaces and a two-story training space above. The facility will be equipped with administrative offices, 250-seat auditorium, classrooms and training rooms, fire rescue simulation labs, a rappel tower, indoor firearm ranges, and all necessary support spaces to house the BSO Training Division’s administrative offices. The main entry for staff and visitors into the Training Center includes a two-story memorial lobby that honors the victims of the Marjory Stoneman Douglas School shooting. The project is designed to meet Class “A” Office Building standards and is being built to achieve LEED Silver certification. BSO TRAINING CENTER & GARAGE FORT LAUDERDALE, Florida Full A/E design services & construction administration for a one-story, 60-bed social service building with kitchens, laundry, training room, bulk storage, and offices. Support buildings include a guard house, kennel for cats and dogs, dumpster, chiller enclosure with pump room, and freestanding electric generator. Site work includes the demolition of the site, improvements both above and below ground, new parking areas, perimeter walls, landscaping, off-site sidewalks, and street paving. The main building and kennel are considered “essential facility” Category IV Construction; the guard house is Category II Construction; exterior openings pass Level “E” Large Missile Impact Rating (80 FT./ SEC.) except for guard house, which meets Large Missile Impact (50 FT./ SEC.). MIAMI-DADE EMPOWERMENT CENTER Miami, Florida Client Miami-Dade County 111 NW 1st Street, 24th Floor Miami, FL 33128 Kevin Montero, Program Management Manager T: (305) 375-5242 E: kevin.montero@miamidade.gov SCOPE Full A/E Services Cost $13,560,000 Completed 10/2021 Features • Government facility • Community building • Business center • Offices • Training/multipurpose rooms • Kitchen • Dormitories • Guard house • Kennels • Support spaces • Green design elements • Landscaping Client Broward Sheriff's Office (BSO) 2601 West Broward Boulevard Fort Lauderdale, FL 33312 Andrew Baker, Director Planning, Development and Facilities T: (954) 831-8226 E: andrew_baker@sheriff.org SCOPE Full A/E Services Size Training Center: 88,000 SF Parking Garage: 5 Stories Cost $53,700,000 Completed 05/2024 Features • Government agency • HVHZ requirements • Secure entry/access • New construction • Fitness center • Classrooms • Administrative offices • Auditorium • Multipurpose Rooms • Green Design Elements • 5-story parking garage 562 SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 101 SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 102 SONNENBLICK | MGAC | BALFOUR BEATTY1.7.5.RESPONDENT’S QUALIFICATIONS CLIENT City of Weston 17200 Royal Palm Boulevard Weston, FL 33326 Bernarde Eugene, Capital Project Construction Manager T: (954) 385-2600 E: beugene@westonfl.org SCOPE Full A/E Services SIZE 12,578 SF COST $5,750,000 COMPLETED 06/2021 FEATURES • Public facility • Full kitchen • Apparatus bays • Decontamination room • Fitness area • Kitchen/dining • Living area • Laundry • Dormitories • Administrative offices • Site work Full A/E design services & construction administration. The Nancy J. Cotterman Center (NJCC) is a two-story office building of approximately 28,000 square feet providing counseling services for Broward County residents. The site is ± 2.1 acres and includes parking on the east, north and west sides of the building. The project also includes an air conditioning chiller enclosure and a standby generator on the west side and solar collectors on the first floor roof. This building has an interior courtyard that displays public art. Exterior finishes include painted stucco and two types of porcelain tile on the walls. Windows are clear aluminum storefront framing with a blue-green colored glass and the pitched roofs are standing seam metal roofing. This facility will pursue LEED Gold Certification. BROWARD COUNTY NJCC Fort Lauderdale, Florida CLIENT Broward Board of County Commissioners 115 South Andrews Ave., Room 501 Fort Lauderdale, FL 33301 Stephen Greco, Expansion Project Administrator T: (954) 357-8533 E: sgreco@broward.org SCOPE Site Entitlements, Program Verifications, Full A/E design, CA, Warranty, & LEED AP SIZE 28,000 SF COST $14,380,000 COMPLETED 10/2023 FEATURES • Government facility • Demolition • New construction • Community building • Offices • Multipurpose rooms • Support spaces • Kitchen • Green design elements (pursuing LEED Gold certification • Site work A new 12,578 square foot, state-of-the-art fire station capable of withstanding a Category 5 hurricane. The facility includes a watch room, three apparatus bays, nine bunk rooms, offices, an exercise room, kitchen and dining area, bunker gear, day room, and support spaces as well as site development, on grade parking, concrete drive aprons, and site lighting. As architects with the expertise in public safety design, our firm is often tasked with designing and programming fire stations that meet the operational needs of its end users and service the safety of the public. Planning and obtaining the end users’ input early on (and often) is key to a successful design. Beyond the “look and feel” of the station, it must be programmed to protect the health and safety of its end users. WESTON FIRE STATION NO. 21 Weston, Florida 563 SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 103 SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 104 SONNENBLICK | MGAC | BALFOUR BEATTY1.7.5.RESPONDENT’S QUALIFICATIONS ACREAGE LIBRARY* Loxahatchee, Florida The Acreage Branch is a 30,000 square feet facility on Orange Boulevard, just east of Seminole Pratt Whitney Road, and is the first LEED certified building for the County. The branch has a variety of materials including CDs, DVDs, new arrivals, books, newspapers, and magazines. There are four private study rooms and a larger group study room. There are also two themed areas designed especially for children and teens, with ample room for materials and comfortable seating. Study carrels and lounge seating areas are available throughout the branch. Special features include a family restroom with child-sized facilities. CLIENT Palm Beach County 50 S. Military Trail West Palm Beach, FL 33415 SCOPE Full A/E Services SIZE 30,000 SF COST $15,000,000 COMPLETED 03/2012 FEATURES • Public library • LEED Certified • 68 public internet computers • 5 Study Rooms • Meeting Room that seats 150 • Conference Room that seats 8 • Teen Section • Children’s Section • 1 Designated Quiet Area • Family Restroom The Spanish River Library & Community Center, one of two branches in the Boca Raton Public Library system, opened in 2008 and has become a favorite spot due to its lakeside setting, ornate architecture, and numerous amenities. Covering nearly 41,000 square feet, this state-of-the art library has ample space for a café, gift shop, catering kitchen for events, and art gallery. The facility also features a large wall of windows that provides fresh sunlight and a direct view of the lake. With its breathtaking lakeside setting, the library is a popular location for weddings, meetings, receptions, parties, and other special events. SPANISH RIVER LIBRARY & COMMUNITY CENTER* Boca Raton, FLORIDA * Robert Halula, AIA, Principal of SMA (completed with prior firm).* Robert Halula, AIA, Principal of SMA (completed with prior firm). CLIENT City of Boca Raton 201 West Palmetto Park Road Boca Raton, FL 33432 SCOPE Full A/E Services SIZE 41,000 SF COST $30,000,000 COMPLETED 04/2008 FEATURES • Public library • Meeting & Conference Rooms • Rooftop Terrace • Mezzanine • Lakeside Patio & Walking Trail • Art Gallery • Children’s Section • Cafe 564 SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 105 SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 106 SONNENBLICK | MGAC | BALFOUR BEATTY1.7.5.RESPONDENT’S QUALIFICATIONS Saltz Michelson Architects provided general architectural services for the City’s 25,000 square foot, three-story Emergency Operations / Code Services / Information Technologies Services Building. The offices for Building Code, Zoning Code, Fire Code, Code Enforcement and Records Storage are on the first floor. Located on the second floor are the City’s Emergency Operations Center, kitchen facilities, IT Offices, and multi-purpose space. The third floor is for staff sleeping quarters and support spaces. CITY OF WESTON, EMERGENCY OPERATIONS WESTON, FLORIDA CLIENT City of Weston 17200 Royal Palm Boulevard Weston, FL 33326 Darrel L. Thomas Assistant City Manager/CFO T: (954) 389-4321 E: dthomas@westonfl.org SCOPE Full A/E Services SIZE 26,962 SF COST $7,400,000 COMPLETED 11/2015 FEATURES • Government facility • Essential service facility • New construction • Space planning • Administrative offices • Kitchen/dining • Dormitories/sleeping rooms • Support spaces • Site work • Category 5 Hurricane A new two-story, 13,990 square foot fire station with three bays to accommodate eleven Firefighters, one city outreach staff member, and building support functions. This facility was designed and constructed to meet Category V storms and be designated as “essential facilities”. As required by the City, the station was designed to achieve a minimum level of a City approved Sustainable green Development system, the overall design shall be design to meet and receive certification in accordance with the City of Pompano Beach’s Sustainable Design criteria. The facility also achieved Green Globes certification in 2023. CITY OF POMPANO BEACH, FIRE STATION 114 POMPANO BEACH, FLORIDA CLIENT City of Pompano Beach 100 West Atlantic Boulevard Pompano Beach, FL 33060 Horacio Danovich, Project Manager T: (954) 786-7834 E: Horacio.Danovich@copbfl.com SCOPE Full A/E Services SIZE 13,990 SF COST $6,100,000 COMPLETED 01/2023 FEATURES • Public safety facility • Offices • Kitchen / dining • Day room • Dormitories • Watch & triage room • Fitness room • Apparatus bay • Restrooms • Decontamination room • Laundry/utility room • Green Globes certification 565 SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 107 SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 108 SONNENBLICK | MGAC | BALFOUR BEATTY1.7.5.RESPONDENT’S QUALIFICATIONS This new environmentally-conscientious headquarters is a three-story, 30,000 square foot, LEED-certified building and consolidates the entire company under one roof. The site has over 80 parking spaces strategically located within a 2.5 acre tree preserve area. Ergonomically designed and featuring the latest in “green” technology, the project uses conventional shell construction with durable interior finishes for the administrative offices, training rooms, R&D and engineering department, machine shops, and parts department. QUANTUM MARINE HEADQUARTERS HOLLYWOOD, Florida CLIENT Quantum Marine Stabilizers 3790 SW 30 Avenue Fort Lauderdale, FL 33312 Peter Grenfell, General Manager T: (954) 587-4205 E: pgrenfell@quantumstabilizers.com SCOPE Full A/E Services, LEED AP SIZE 30,000 SF COST $6,226,000 COMPLETED 06/2016 RELEVANT FEATURES • Office building • New construction • LEED Certified • Administrative offices • Conference rooms • Secured storage • Site work • AIA Fort Lauderdale People’s Choice Award, 2017 • AIA Fort Lauderdale Board of Directors Design Award, 2017 This new 133,859 square foot facility consists of 240 beds in private and semi-private patient rooms in a seven-story facility. The ground level of the Skilled Nursing Facility houses the admission/ entry features, including administrative offices, kitchen and dining facilities, common area functions, and building care and service facilities. There are five residential floors in the facility with multiple corridors on each floor. DORAL SKILLED NURSING FACILITY DORAL, Florida CLIENT 3635 Doral Land Development, LLC Richard Stacey, Owner T: (305) 926-0960 E: richards@victorianursing.net SIZE 133,859 SF COST $63,000,000 CONTRACT TERM 06/2025 RELEVANT FEATURES • Government facility • Interior & exterior renovations • Hurricane hardening • Essential services facility • Secure entry/access • Roof replacement • Window replacement • Sleeping quarters • 24-hour facility • Remained in operation • Phased construction 566 SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 109 SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 110 SONNENBLICK | MGAC | BALFOUR BEATTY1.7.5.RESPONDENT’S QUALIFICATIONS Site entitlements, program verifications, full architectural design, CA, warranty and LEED AP (Gold Certified) services for a new 51,419 square foot, two-story recovery center with fifty-bed detoxification unit, outpatient counseling services, medical exam spaces, and other spaces for business functions. Designed to achieve LEED Gold certification, an important building feature is the central courtyard, which provides natural light throughout the building and includes benches, landscaping, a water feature, and sculptures designed by local artists. The architecture is contemporary and portrays modern care with a comfortable, safe working environment for the staff, while the use of stone and building massing provides a strong government signature. BROWARD ADDICTION RECOVERY CENTER (BARC) FORT LAUDERDALE, FLORIDA CLIENT Broward County 115 S. Andrews Avenue, Room A550 Fort Lauderdale, FL 33301 Stephen Greco, Expansion Project Administrator T: (954) 357-8533 E : sgreco@broward.org SCOPE Site Entitlements, Program Verifications, Full A/E design, CA, Warranty, & LEED AP SIZE 51,419 SF COST $18,800,000 COMPLETED 05/2018 FEATURES • Government facility • New construction • LEED Gold certification • Multipurpose rooms • Food service • Courtyard • USGBC South Florida’s GalaVerde 2020 Innovative Project of the Year: New Construction – Public Safety Award City of Hollywood, Fire Station No. 45 (LEED Gold) Energy conservation and sustainability are critical elements of the designs we produce. We provide design solutions that improve the comfort and health of occupants within the built environment, while sustaining and enhancing our natural one. SMA has applied these sustainable design standards to our projects for many years. We are a member of USGBC, and five of us are LEED accredited professionals. At the early stages of every project, our design team meets to develop a list of energy conservation measures for evaluation, whereas each measure is then entered into a building energy model. Life-cycle cost or simple energy payback calculations are then prepared as required by the Owner to make an informed decision on each measure, whether or not to include it in the project. Throughout the design process, changes to the building envelope and floor plans are continually updated in the model, which allows us to check impact on energy consumption and life-cycle cost to the project's various energy measures. Our sustainable design has proven to significantly reduce our clients’ operating and maintenance costs, freeing up considerable resources to help fund the critical activities for which these facilities were created. In 2008, Charles Michelson was invited to participate in the Memorial Healthcare System Go Green Initiative, where they identified and transitioned into more environmentally responsible practices. GREEN BUILDINGS LEED CERTIFIED PROJECTS • Joe DiMaggio Children’s Hospital, Hollywood (Gold) • Broward County Transit Center, Lauderhill (Gold Transit) • Hollywood Fire Station 45 (Gold) • Broward Addiction Recovery Center, Ftl (Gold) • Quantum Marine Headquarters, Hollywood (Certified) • Citibank London Square, Kendall (LEED-CI) • Citibank Brickell Avenue, Miami (LEED-CI) • Sports Authority, Hollywood (LEED-CI) GREEN GLOBES CERTIFICATION • Pompano Beach Fire Station No. 114 • Broward College Building 47 Renovations CURRENT PURSUITS • Miami-Dade County Empowerment Center, Miami (Anticipated Silver) • Nancy J. Cotterman Center (NJCC), Oakland Park (Anticipated Gold) • BSO Training Center & Garage, Ftl (Anticipated Silver) Quantum Marine Headquarters, Hollywood (LEED Certified)Broward Addiction Recovery Center, Fort Lauderdale (LEED Gold) Joe DiMaggio Children's Hospital LEED AP, Hollywood (LEED Gold) 567 SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 112SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 111 1.7.5.RESPONDENT’S QUALIFICATIONS 2023 Fort Lauderdale Chapter of the American Institute of Architects Firm of the Year Award. 2020 USGBC South Florida’s GalaVerde 2020 Innovative Project of the Year: New Construction – Public Safety Award 2019 Fort Lauderdale Chapter of the American Institute of Architects Gold Member Service Award 2019 Florida/Caribbean Chapter of the American Institute of Architects Firm of the Year Award. 2017 Fort Lauderdale Chapter of the American Institute of Architects Firm of the Year Award. 2017 Fort Lauderdale Chapter of the American Institute of Architects Board of Directors Design Award for the Design of Quantum Marine. 2003 FEFPA (Florida Educational Facilities Planners Association) First Place Award for the Façade Renovation of Broward Community College Phase III Downtown Campus. 2002 Fort Lauderdale Chapter of the American Institute of Architects Design Award for the Façade Renovation of Broward Community College Phase III Downtown Campus. 1999 Fort Lauderdale Chapter of the American Institute of Architects Design Award for the Offices of Saltz Michelson Architects. 1999 South Florida Business Journal “Best Retail Deal of the Year” for Cross County Plaza. 1999 South Florida Business Journal “Best Public/ Private Deal” for Cypress Creek Park & Ride site. 1999 Greater Hollywood Chamber of Commerce “Project Pride Award” for Esther L. Grossman Women’s Health & Resource Center. 1999 Greater Hollywood Chamber of Commerce “Project Pride Award” for Emerald Park Assisted Living Facility. 1998 Town of Davie “Western Theme Landmark Building Award” (Day Care Center). 1996 City of Fort Lauderdale Community Appearance Award “For Outstanding Achievement in Urban Environmental Design Special Projects” for Elevated Skywalk at the Broward Center for the Performing Arts. 1996 City of Fort Lauderdale Community Appearance Award “For Outstanding Achievement in Urban Environmental Design Civic and Institutional Projects” for Elevated Skywalk at the Broward Center for the Performing Arts. 1990 Town of Davie “Western Theme Landmark Building Award” (Shopping Center). 1987 “City of Hollywood Beautification Award” for 3810 Hollywood Boulevard Office Building. 1987 City of Fort Lauderdale Community Appearance Board’s Award “For Outstanding Achievement in Urban Environmental Design” for Las Olas Hospital Medical Office Building. 1987 “Craftsmanship Award” for Cohen and Cohen Office Building. 1984 Davie-Cooper City Chamber of Commerce Beautification “Best Commercial Building Award” for Emerald Park Office Center. 1979 “Honor Award” for excellence in design of residence, Broward Chapter, A.I.A. Our team will provide innovative solutions that align your strategic priorities with the available resources. This promotes quality and best-practice operations, and improves operational effectiveness. As recognition of our commitment of community and design excellence. 1.7.5.7. ACCOLADES 2017 Fort Lauderdale Chapter of the American Institute of Architects Peoples Choice Award for the Design of Quantum Marine. 2015 Fort Lauderdale Chapter of the American Institute of Architects Merit Award for the STBN Surgery Center new building. 2011 City of Delray Beach “New Commercial Development” Award for Midtown Medical Building. 2006 ABC (Associated Builders and Contractors, Inc.) “Construction Award of Excellence” for Baptist Parking Garage No. 5 in Miami. 2005 Real Estate & Construction Review’s “Plaque of Honor” for the Memorial Hospital West Medical Office Building and Parking Garage, recognizing it as one of the top projects in Florida. 2005 ABC (Associated Builders and Contractors, Inc.) “Finalist Award” for Associate Business of the Year (less than 50 employees). 2004 City of Fort Lauderdale “Community Appearance Award” for outstanding achievement in Urban Environmental Design for La Cascade, a 22 unit eight-story luxury condominium. 2003 South Florida Business Journal “Deal of the Year” for Memorial Healthcare System 76,000 SF build-out of Administrative Offices. AWARDS 568 PROOF OF EXPERIENCE 569 SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 115 SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 116 SONNENBLICK | MGAC | BALFOUR BEATTY1.7.6.PROOF OF EXPERIENCE Charles is president of the firm Saltz Michelson Architects, a 33 person architectural firm. In addition to his responsibilities of office management, client relations, and administrative activities, Mr. Michelson maintains an active role in the planning, design, and production of architectural projects for the firm and is directly responsible for all of the firm’s government work. With his background in Urban Planning, he participates in programming, feasibility studies, site planning and other research projects. As Principal-in-Charge of Public Projects for the firm, Mr. Michelson has been responsible for overseeing the new construction, renovation and additions to numerous public buildings and has provided design services for multiple government facilities. He has earned his board certification in healthcare architecture from the American College of Healthcare Architects (ACHA), having passed the accredited examination that assesses the knowledge and understanding of architects specializing in healthcare. With this certification, Mr. Michelson joins the ranks of more than 460 board-certified healthcare architects in the United States and Canada who have received this important architectural credential. REPRESENTATIVE PROJECTS Broward Sheriff’s Office Training Center & Parking Garage, Fort Lauderdale, FL Civica Center Mixed-Use Development, Miami Health District, Miami, FL Causeway Square Mixed-Use, North Miami, FL Miami Dade County Empowerment Center, Miami, FL FL Department of Management Services Rohde Garage 62 South Repairs, Miami, FL City of Pompano Beach Fire Station 114, Pompano Beach, FL City of Weston Fire Station No. 21, Weston, FL City of Hollywood Fire Station No. 45, Hollywood, FL City of Margate Fire Station No. 58, Margate, FL Lauderhill Police Department Building Expansion/Firing Range, Lauderhill, FL City of Plantation Development Services, Plantation, FL Hotel Morrison, Dania Beach, FL Broward County Addiction Recovery Center (BARC), Fort Lauderdale, FL Nancy J. Cotterman Center (NJCC), Oakland Park, FL Sheridan Village Mixed-Use, Pembroke Pines, FL 58 Oak Mixed-Use, Hollywood, FL West Kendall Skilled Nursing Facility, Kendall, FL Years of experience 44 Years with firm 44 Education University of Miami Master of Urban & Regional Planning, 1981 B. Architecture, 1979 Registrations Registered Architect: Florida #9976 Georgia#00874 National Council of Architectural Registration Boards (NCARB) #31861 American College of Healthcare Architects (ACHA) Certified, #0624 ASHA Healthcare Construction Certificate, 2004 Affiliations American College of Healthcare Administration (ACHA) South Florida Hospital & Healthcare Association (SFHHA) Board of Directors Florida Healthcare Engineering Assoc. (FHEA) American Institute of Architects (AIA) AIA Fort Lauderdale President, 2015 Board of Directors, 2014 Treasurer, 2017 CHARLES A. MICHELSON AIA, ACHA, LEED AP OWNER / PRESIDENT / PRINCIPAL-IN-CHARGE 570 KEY STAFF QUALIFICATIONS 571 SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 119 SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 120 SONNENBLICK | MGAC | BALFOUR BEATTY1.7.7.KEY STAFF QUALIFICATIONS FORM 7 KEY STAFF & PROPOSED SUBCONTRACTORS KEY STAFF Please complete the following chart with the Firm’s proposed Key Staff. If additional space is required, please copy/duplicate this page and attach to this Form. Additional space: □ No □ Yes Name Title Years of Experience Years with Firm Licenses/Certifications Please explain the Firm’s ability and resources to substitute personnel with equal or higher qualifications than the Key Staff they will substitute for where substitute is required due to attrition, turnover, or a specific request by the City: Please identify each Key Staff member’s engagement commitments that will exist concurrently with the City’s Services: Key Staff Name Area of Responsibility Client Commitment (Hours/week) Period of Engagement 44 of 53 FORM 7 KEY STAFF & PROPOSED SUBCONTRACTORS KEY STAFF Please complete the following chart with the Firm’s proposed Key Staff. If additional space is required, please copy/duplicate this page and attach to this Form. Additional space: □ No □ Yes Name Title Years of Experience Years with Firm Licenses/Certifications Please explain the Firm’s ability and resources to substitute personnel with equal or higher qualifications than the Key Staff they will substitute for where substitute is required due to attrition, turnover, or a specific request by the City: Please identify each Key Staff member’s engagement commitments that will exist concurrently with the City’s Services: Key Staff Name Area of Responsibility Client Commitment (Hours/week) Period of Engagement 44 of 53 Charles A. Michelson, AIA Robert J. Halula, AIA Mary Farlander, RA Sheff L. Devier, AIA With thirty-three employees, including ten registered architects readily accessible, and over 200 years of collective architectural experience, we possess the staffing capacity and proficiency to effectively service the City’s needs in case there is a need for substitution. President Principal/Senior Project Manager Project Manager QA/QC 44 40 28 48 44 1 8 22 AR0009976 AR98667 AR97280 AR0007699 Bob Sonneblick Jonathan Pearch Developer Construction Management 20 20 Sonnenblick Development Balfour Beatty Throughout the entire project Throughout the entire project 1.7.7.KEY STAFF QUALIFICATIONS 572 SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 121 SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 122 SONNENBLICK | MGAC | BALFOUR BEATTY1.7.7.KEY STAFF QUALIFICATIONS Key Staff Name Area of Responsibility Client Commitment (Hours/week) Period of Engagement PROPOSED SUBCONTRACTORS The undersigned Respondent hereby designates, as follows, all major subcontractors whom they propose to utilize for the major areas of work for the services. The Respondent is further notified that all subcontractors shall be properly licensed, bondable, and shall be required to furnish the City with a Certificate of Insurance in accordance with the contract general conditions. Failure to furnish this information shall be grounds for rejection of the Respondent’s RFQ submission. (If no subcontractors are proposed, state “None”on first line below.) Subcontractor Name & Address Scope of Work License Number Firm: Authorized Signature: Date: Print or Type Name: Title: 45 of 53 Financing Property Managers Developer Owner Construction Manager Architecture ARCHITECT OF RECORD | DESIGN ARCHITECT TEAM ORGANIZATIONAL CHART ALEX SETZER Key Staff Name Area of Responsibility Client Commitment (Hours/week) Period of Engagement PROPOSED SUBCONTRACTORS The undersigned Respondent hereby designates, as follows, all major subcontractors whom they propose to utilize for the major areas of work for the services. The Respondent is further notified that all subcontractors shall be properly licensed, bondable, and shall be required to furnish the City with a Certificate of Insurance in accordance with the contract general conditions. Failure to furnish this information shall be grounds for rejection of the Respondent’s RFQ submission. (If no subcontractors are proposed, state “None”on first line below.) Subcontractor Name & Address Scope of Work License Number Firm: Authorized Signature: Date: Print or Type Name: Title: 45 of 53 Throughout the entire project Throughout the entire project Throughout the entire project Gensler Saltz Michelson Architects MGAC Charles Michelson Sonnenblick Development, LLC 1422 Cuesta Linda Drive Pacific Palisades, CA 90272 MGAC 730 11th Street NW Washington, DC 20001 Balfour Beatty 7901 S.W. 6th Court, Suite 200 Plantation, FL 33324 Gensler 545 NW 26th Street, Suite 250 Miami, Florida 33127 Adam Wemhaner Architect/Principal-In-Charge Development N/A Construction Manager N/A Construction Manager CGC1504553 Design Architect AR96486 March 25, 2024 Saltz Michelson Architects, Inc. Charles A. Michelson, AIA President Construction Manager Design Architect 20 20 25 Shamim Ahmadzadegan 573 SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 123 SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 124 SONNENBLICK | MGAC | BALFOUR BEATTY1.7.7.KEY STAFF QUALIFICATIONS Eisenhower Medical*; Rancho Mirage, California Vice President | 64,000 SF Veterans Village*; Cathedral City, California Vice President | 60 Units Eddison Building*; Los Angeles, California Vice President | 20 Floors UCLA Health*;Los Angeles, California Vice President | 80,000 SF Google, Headquarters Remodel*; Venice Beach, California Vice President Walgreen Expansion*;Perris, California Vice President | 300,000 SF Grand Avenue*;Los Angeles, California Vice President | 25 Floors Queen Street Building*; Toronto, California Vice President | 14 Story West Street Buildings*;London Vice President | Five 20 Story Buildings Grade Street*;Kansas City, Missouri Vice President Scripps Hospital System, Main Research Facility*;San Diego, California Director of MEP Scripps Hospital System, Automation Systems*;La Jolla, California Director of MEP Palomar Pomerado Health Systems*;Locations Nationwide Director of MEP Marriott Renaissance*; Newport Beach, California Project Manager | 500 Guestrooms Auberge Resorts, Calistoga*; Calistoga, California Project Executive | 100 Guestrooms Auberge Resorts, Palm Springs*; Palm Springs, California Project Executive | 72 Guestrooms | Eight Historic Bungalows Moxy by Marriott*;San Diego, California Project Executive | 128 Guestrooms U.S. Grant Hotel*;San Diego, California Project Executive | 270 Guestrooms Shangri-La’s Le Touessrok Resort*; Trou d'Eau Douce, Project Executive | 200 Guestrooms Proper Hotel*;San Francisco, California Project Executive | 131 Guestrooms EDUCATION Associate of Science, Business, University of Phoenix PROFESSIONAL CERTIFICATIONS / AFFILIATIONS 30-Hour Certification, Occupational Safety and Health Administration Certified Maintenance and Reliability Professional, Society for Maintenance and Reliability Professionals LEED Accredited Professional® Building Design + Construction, U.S. Green Building Council Six Sigma Black Belt, International Association for Six Sigma Certifications Adam Wemhaner is a Senior Director with over 34 years of industry experience. He has extensive background in all phases of development, including acquisition, entitlement, budgeting, scheduling, design, construction, and opening. Adam is adept at successfully managing and improving culture and productivity across all channels, construction trades, operations, contracts, supply lines, and green technology. He is an extremely passionate and visionary leader skilled at motivating, inspiring, and forming high-producing effective construction teams, as well as forming lasting relationships with employees, stakeholders, business partners, and all others. Adam provides exceptional leadership, communication, and a deep knowledge of the industry which he applies to each project personally. RELEVANT EXPERIENCE Adam Wemhaner LEED AP® BD+C, CMRP Project Executive MGAC * Prior to joining MGAC 574 SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 125 SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 126 SONNENBLICK | MGAC | BALFOUR BEATTY1.7.7.KEY STAFF QUALIFICATIONS Norwegian Ministry of Foreign Affairs, Royal Norwegian Embassy* Washington, DC Owner’s Representative | 75,000 SF United Nations Foundation, 1800 Massachusetts Avenue NW* Washington, DC Owner’s Representative | 35,000 SF U.S. Green Building Council, 1800 Massachusetts Avenue NW* Washington, DC Owner’s Representative | 35,000 SF Service Employees International Union, 1800 Massachusetts Avenue NW* Washington, DC Owner’s Representative | 200,000 SF United Nations Foundation, 801 2nd Avenue* New York, New York Owner’s Representative | 18,000 SF Arent Fox, 1717 K Street NW* Washington, DC Owner’s Representative | 350,000 SF United Nations Foundation, 1750 Pennsylvania Avenue NW* Washington, DC Owner’s Representative | 175,000 SF U.S. Department of Labor, Department of Labor Headquarters* Washington, DC Owner’s Representative | 2,200,000 SF Ronald Reagan Presidential Foundation & Institute, 850 16th Street NW* Washington, DC Owner’s Representative | 25,000 SF United Nations Foundation, 1615 M Street NW* Washington, DC Owner’s Representative | 75,000 SF Vornado, 1700 M Street NW* Washington, DC Owner’s Representative | 450,000 SF Boston Properties, Democracy Center II* Bethesda, Maryland Project Manager | 400,000 SF Boston Properties, U.S. News & World Report IV* Washington, DC Project Manager | 150,000 SF Boston Properties, U.S. News & World Report V* Washington, DC Project Manager | 150,000 SF Boston Properties, Democracy Center III* Bethesda, Maryland Project Manager | 150,000 SF Boston Properties, U.S. News & World Report III* Washington, DC Project Manager | 250,000 SF Kaempfer, The Investment Building* Washington, DC Project Manager | 480,000 SF Kaempfer, 1201 & 1225 New York Avenue NW* Washington, DC Project Manager | 450,000 SF American Immigration Lawyers Association, 900 F Street NW* Washington, DC Owner’s Representative | 12,000 SF Aronson & Co., 805 King Farm Boulevard* Rockville, Maryland Owner’s Representative | 75,000 SF EDUCATION Bachelor of Architecture, Cornell University PROFESSIONAL CERTIFICATIONS / AFFILIATIONS Licensed Real Estate Broker, Washington, DC, Maryland, and Virginia Member, Board of Trustees, Humane Rescue Alliance, Washington, DC Trustee Emeriti, Holton-Arms School, Bethesda, MD Bill Herman brings over 37 years of real estate experience with clients ranging from presidential foundations and embassies to national media corporations, and renowned hospitality brands. He has the expertise to manage, direct, and execute various development activities and advisory services for our clients. Bill is highly proficient in various areas such as brokerage, strategic planning, site acquisition, due diligence, financing, design and construction management, and move and relocation services for commercial office, hospitality, and multi-family clients. As a Senior Director based in Miami, Bill oversees office growth and provides a complete range of development activities and advisory services on behalf of our clients. Additionally, he honorably served in the United States Naval Reserve as a Lieutenant in its Civil Engineer Corps, better known as the Seabees. RELEVANT EXPERIENCE William Herman CRE® Senior Director * Prior to joining MGAC MGAC Jonathan Pearch Vice President of Operations Project Experience: Manatee County Judicial Center | Bradenton, FL | $37,041,529 A 10-story, 280,000-square-foot facility housing multiple user groups, with 19 courtrooms, five hearing rooms, judges’ chambers, administrative offices, drug and court counselors, and facility management. Included a secure sallyport and judge parking area, law library, urinalysis lab, meeting rooms, and secure prisoner processing areas with dedicated elevators and holding cells. Facility features two parallel security rooms, an intricate swipe-card entry system, and more than 200 video cameras. Tampa Re-entry Facility | Tampa, FL | $6,193,810 This is a 16,000-square-foot-facility to support the rehabilitation of former inmates as they transition back into society. It includes full housing quarters, a full commercial kitchen, IT closets, monitoring stations, and admin and security offices for the full-time staff. Site work consisted of digging a retention pond and site utilities including an offsite force main, shade pavilion, basketball court, and parking lot. Dr. Phillips Center for the Performing Arts | Orlando, FL | $132,818,516 A landmark 263,000-square-foot performing arts center, with a 2,700-seat theater for large productions, and a 300-seat multi-purpose theater. Other components include an outdoor public performance plaza, function space, and educational facilities that include 10,000 square feet of classrooms and performance areas. LEED Silver. Hyatt Regency Orlando | Orlando, FL | $262,026,614 Construction of a new 35-story hotel tower, a new 450,000-square-foot convention center, and a renovation of 57,000 square feet of convention space in the existing Four Diamond hotel. Work included a new full-service spa, extensively hardscaped grotto-style swimming pool area, garden, hiking trail, shops and boutiques, a four- star restaurant, and 29-acres of sitework involving extensive utility relocations and upgrades. Seminole State College Allied Health Building | Altamonte Springs, FL | $21,991,233 A four-story, 100,000-square-foot building, the first on the SSC Altamonte Springs Campus, included a learning resource center, student success services, computing services, faculty offices, building services, shared services, classrooms and labs for adult education, English language studies and Allied Health career programs. Classrooms were outfitted with multi-media, audio-visual systems and video conferencing capability. Industry Experience: 16 years of experience Education & Professional Registration: Bachelor of Science, Civil Engineering, University of Cincinnati OSHA 30 Hour 575 SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 127 SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 128 SONNENBLICK | MGAC | BALFOUR BEATTY1.7.7.KEY STAFF QUALIFICATIONS Carlos Nunez Operations Director Project Experience: Miami Beach Convention Center Renovation & Expansion | Miami Beach, FL | $515,000,000 This project included the renovation and expansion of the existing north, east, south and west elevations and loading docks of the Miami Beach Convention Center. The renovation work included structural reinforcements upgrades to accommodate a new building layout, catwalks, operable partitions, telecom rooms and MEPF systems through the existing building. The expansion included construction of auger cast piles, grade beams, pile cap foundations which supported elevator shafts, concrete shearwalls, masonry walls and the structural steel frame with composite decks, and two parking helixes. Port Miami - SFCT Cargo Yard Densification | Miami, FL | $35,000,000 The project included the construction of 2/4 miles of heavily reinforced grade beams, busbar foundations, auger cast piles, crane tie down, spread footings and 22 structural steel refer racks to increase Cargo Yard storage and port productivity. Construction also included two new FPL Vaults and 12 FPL manhole and 1.5 miles of directional bores, electrified busbar and equipment pads. Lapis at Florida International University | Sweetwater, FL | $109,577,892 This project is a 753,000-square-foot, 20-story student housing tower located immediately adjacent to the Florida International University campus main entrance. The project includes 293 total rental units totaling 1,086 beds. The project also includes a 236,000-square-foot parking garage with 563 spaces, extensive indoor amenities as well as a 29,000-square-foot outdoor amenity deck located on the sixth floor above the garage. Miami Int´l Airport MIA Mover APM System | Miami, FL | $259,441,250 This new Automated People Mover system to connected the airport terminals to the Miami Intermodal Center station. The construction consisted 1.2 miles of elevated guideways that included cast-in-place elevated decks and pedestal runways. The project included a three-story, 36,000-square-foot train station. Fort Lauderdale International Airport – Terminal 2 Modernization | Fort Lauderdale, FL | $114,000,000 This 250,000-square-foot terminal renovation and expansion project included passenger security screening checkpoint relocation, concessions demolition and relocation, and an airside concrete structure. This scope of work also included demolition construction of the apron outside the expansion and the installation of two new passenger boarding bridges. All work was performed in an operating airport requiring close coordination with BCAD, Delta, and other airport staff. Industry Experience: 20 years of experience Education & Professional Registration: Masters of Science, Construction Management, Florida International University OSHA 30 Hour 576 SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 129 SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 130 SONNENBLICK | MGAC | BALFOUR BEATTY1.7.7.KEY STAFF QUALIFICATIONS Charles is president of the firm Saltz Michelson Architects, a 33 person architectural firm. In addition to his responsibilities of office management, client relations, and administrative activities, Mr. Michelson maintains an active role in the planning, design, and production of architectural projects for the firm and is directly responsible for all of the firm’s government work. With his background in Urban Planning, he participates in programming, feasibility studies, site planning and other research projects. As Principal-in-Charge of Public Projects for the firm, Mr. Michelson has been responsible for overseeing the new construction, renovation and additions to numerous public buildings and has provided design services for multiple government facilities. He has earned his board certification in healthcare architecture from the American College of Healthcare Architects (ACHA), having passed the accredited examination that assesses the knowledge and understanding of architects specializing in healthcare. With this certification, Mr. Michelson joins the ranks of more than 460 board-certified healthcare architects in the United States and Canada who have received this important architectural credential. Representative Projects Broward Sheriff’s Office Training Center & Parking Garage, Fort Lauderdale, FL Civica Center Mixed-Use Development, Miami Health District, Miami, FL Causeway Square Mixed-Use, North Miami, FL Miami Dade County Empowerment Center, Miami, FL FL Department of Management Services Rohde Garage 62 South Repairs, Miami, FL City of Pompano Beach Fire Station 114, Pompano Beach, FL City of Weston Fire Station No. 21, Weston, FL City of Hollywood Fire Station No. 45, Hollywood, FL City of Margate Fire Station No. 58, Margate, FL Lauderhill Police Department Building Expansion/Firing Range, Lauderhill, FL City of Plantation Development Services, Plantation, FL Hotel Morrison, Dania Beach, FL Broward County Addiction Recovery Center (BARC), Fort Lauderdale, FL Nancy J. Cotterman Center (NJCC), Oakland Park, FL Sheridan Village Mixed-Use, Pembroke Pines, FL 58 Oak Mixed-Use, Hollywood, FL West Kendall Skilled Nursing Facility, Kendall, FL Years of experience 44 Years with firm 44 Education University of Miami Master of Urban & Regional Planning, 1981 B. Architecture, 1979 Registrations Registered Architect: Florida #9976 Georgia#00874 National Council of Architectural Registration Boards (NCARB) #31861 American College of Healthcare Architects (ACHA) Certified, #0624 ASHA Healthcare Construction Certificate, 2004 Affiliations American College of Healthcare Administration (ACHA) South Florida Hospital & Healthcare Association (SFHHA) Board of Directors Florida Healthcare Engineering Assoc. (FHEA) American Institute of Architects (AIA) AIA Fort Lauderdale President, 2015 Board of Directors, 2014 Treasurer, 2017 CHARLES A. MICHELSON AIA, ACHA, LEED AP PRESIDENT / PRINCIPAL-IN-CHARGE Years of experience 40 Years with firm 1 Education Florida Atlantic University Bachelor of Science, Architecture University of Florida Bachelor of Design, Architecture Registrations Registered Architect: Florida #AR98667 Professional Affiliations American Institute of Architects (AIA) With over 40 years in the field of Architecture, Bob Halula is responsible for the management and supervision of all project-related activities as well as the firm’s business development pursuits. Along with senior staff, he directly supervises the development of the firm’s projects, performing quality control to ensure that all design work is completed on time and adheres to the established specifications and standards. Bob has managed and produced construction documents for a wide range of project types including Hotels, Restaurants, Retail Centers, Country Clubs, Multi-family Homes, Office Buildings, Libraries and Parks. His forte is the planning and coordination of large and complicated projects and attention to detail. With proven efficiency, Bob has extensive expertise in strategizing and coordinating intricate building systems. As a LEED Accredited Professional, he has led initial design charrettes with design teams representing every discipline and has provided oversight for all USGBC required documentation for LEED Certification at his prior firm. Bob is internally motivated and possesses strong leadership and problem-solving skills. Methodical in his approach, he successfully addresses every challenge while maintaining clear, efficient, and concise communication for effective cooperation and collaboration between team members. Representative Projects City of Hallandale Beach, EV Bus Charging Stations, Hallandale Beach, FL Broward County, HBMD Administration Building Expansion, Pompano Beach, FL Pembroke Park Police Department, Pembroke Pines, FL Lefkes Restaurant at Delray Beach Market, Delray Beach, FL Prior to SMA Hyatt Place Hotel, Boca Raton, FL Aloft Hotel, Delray Beach, FL Spanish River Library & Community Center, Boca Raton, FL Lantana Road library, Lake Worth, FL Pineapple Grove Apartments, Delray Beach, FL Village of Traditions Apartments, Port St. Lucie, FL Kaluz Waterfront Restaurant, Fort Lauderdale, FL Prime Catch, Boynton Beach, FL Salt Water Brewery, Delray Beach, FL Robert J. Halula AIA, LEED AP PRINCIPAL / PROJECT MANAGER 577 SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 131 SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 132 SONNENBLICK | MGAC | BALFOUR BEATTY1.7.7.KEY STAFF QUALIFICATIONS Years of Experience 49 Years with Firm 23 Education Virginia Polytechnic Institute & State University, Bachelor of Architecture, 1975 Registrations Registered Architect: Florida #007699 Professional Affiliations American Institute of Architects (AIA) Sheff Devier is a registered architect with over 49 years of experience with institutional, governmental, medical, educational and recreational facilities. Sheff holds an important role in the firm’s management and reviews staffing schedules on a weekly basis. He is responsible for mentoring aspiring architects and for managing the firm’s large projects. Representative Projects City of Weston, Emergency Operations Center, Weston, FL Miami-Dade County Empowerment Center, Miami, FL Memorial Healthcare System, IT/Data Center, Pembroke Pines, FL Broward County, Lauderhill Transit Center (Net-Positive, LEED Gold), Lauderhill, FL Broward Addiction Recovery Center (BARC), Fort Lauderdale, FL Nancy J. Cotterman Center (NJCC), Oakland Park, FL Miami-Dade County Empowerment Center, Miami, FL Boulevard Heights Community Center & Hollywood West Sports Park, Hollywood, FL City of Miramar, Youth Enrichment Center (Police Athletic League), Miramar, FL Broward County, Main Library Wind Mitigation, Fort Lauderdale, FL Broward County, Government Center West 4th Floor Renovation, Plantation, FL Broward County, Collier City Library Renovations, Pompano Beach, FL West Pines Soccer Park & Community Building, Pembroke Pines, FL Seminole Tribe of Florida, Betty Mae Jumper Medical Facility, Hollywood, FL Seminole Tribe of Florida, Big Cypress Medical Center, Seminole Reservation, FL Tradewinds Park North, Coconut Creek, FL Sheff L. Devier AIA SENIOR PROJECT MANAGER/QA/QC Ms. Farlander has over 28 years of architectural experience which include various project types for both the private and public sector. She started her career in Chicago, where some of her clients included Chicago Public Schools, Chicago Park District, and The University of Chicago. There, she gained extensive experience working on existing building renovations, due diligence reports, and feasibility studies. She has vast experience in code analysis and review and communicating with planners, building department reviewers and municipalities. While in North Carolina, Ms. Farlander worked on many commercial, historic, rehabilitation projects, that utilized federal and state tax credits, and was in charge of all applications and correspondence with the National Park Service. She also worked on new medical office buildings for private developers and numerous medical office suites for private physician practices. In 2012, Ms. Farlander was the sole licensed architect for IA Interior Architects’ Raleigh office and was responsible for reviewing and sealing all IA projects permitted within the state of North Carolina. Representative Projects Broward Sheriff’s Office (BSO) Training Center, Fort Lauderdale, FL Garage #62 North/South Rohde Complex, Miami, FL Victorial Nursing Facility, Miami, FL Urgent Care Facility at Sheridan Village, Pembroke Pines, FL City of Key West Community Services, Key West, FL Broward County, Main Jail Glazing Remediation, Fort Lauderdale, FL American Maritime Officers (AMO), MSC Training Facility, Dania Beach, FL American Maritime Officers (AMO), Fire Training Area, Dania Beach, FL Memorial Regional Hospital South, Main Tower Hurricane Hardening, Hollywood, FL Broward College, Building 47 Renovations, Coconut Creek, FL Broward College, Student Services Center, Davie, FL Lantana Motorist Services Facility, Lantana, FL Marathon Airport Master Plan, Marathon, FL Sheridan House Facility (Serenity Oaks), Dania Beach, FL Mary farlander ra SENIOR PROJECT MANAGER | SHAREHOLDER Years of Experience 28 Years with Firm 8 Education University of Illinois B. Science Architectural Studies 1993 University of Illinois Master of Architecture 1995 Registrations Registered Architect: Florida #97280 Hawaii #17878 North Carolina #11503 578 PAST PERFORMANCE 1.7.8.1. Sonnenblick Development has no litigation history relating to any prior or on-going development projects or similar projects. 1.7.8.2. Sonnenblick Development has had no formal complaint history within the last five (5) years with respect to development projects. 579 SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 135 SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 136 SONNENBLICK | MGAC | BALFOUR BEATTY1.7.8.PAST PERFORMANCE BROWARD COUNTY BOARD OF COUNTY COMMISSIONERS AND THE CITY OF FORT LAUDERDALE CITY COMMISSION SOLICITATION PNC2122559R1 DEVELOPER FOR JOINT GOVERNMENT CENTER CAMPUS (JGCC) STEP ONE SON N E N B L I C K | S U F F OLK/PIRTL E 1. DEVELOPER A. EVALUATION CRITERIA - QUALIFICATION SUBMITTAL REQUIREMENTS Appendix – Project Financial Experience Form PROJECT 1 of [__] Project Name Project Address Owner/Developer City and State Owner’s Contact Name, Email, and Phone Other Key Personnel from your Overall Team who worked on the Referenced Project Key Individual Role on Project If not already listed, name of the Architect PROJECT DATA Project Gross Square Footage Total Project Cost Type of Project Project Delivery Method If team provided operations and maintenance on Project, provide annual value and nature of the services provided Construction Type Occupancy Classification Level of LEED Certification Number of Stories Design Start Date Construction Documents Completion Date Construction Start Date, Substantial Completion Date, or Current Status Was the project completed on time? If not, why? Client/User Initial Construction Budget Final Construction Cost Was the project completed within budget? If not, why? INSTRUCTIONS: At least one reference must be provided for each Project. Proposed Team members for this RFQ cannot be used as references for the above Project. Name Current Address of Reference Current Phone Number of Reference Reference’s Employer Reference’s Title/Position Role of the Named Reference in the Project Email Address of Reference Address the following issues on the above referenced project Provide a brief summary of primary responsibilities for the referenced project Describe how the referenced project was similar in scale and complexity to the applicable Project scope. El Monte 1 - LA County 3400 Aerojet Avenue, El Monte, CA 91731 Sonnenblick Development Los Angeles, CA Robert Sonnenblick, bob@sondev.com, 310-230-1200 Langdon Wilson Architects 132,000 SF $39,300,000 Government Office Building Design-Build-Finance N/A Type 1 Steel 100% Occupied Silver 6 N/A N/A 22 Months construction Yes, on time $39.3M $39.3M Yes, within budget Emmanuel Gutierrez 213-974-4237 LA County Real Estate Senior Real Property Agent N/A egutierrez@ceo.lacounty.gov Developer/Owner Identical delivery method with a county tenancy Similar to JGCC, this project is a government office building in a downtown urban location. The project was delivered under an identical delivery system with a county tenant. The six-story building provides 132,000 square feet of new office space. The building was designed and built with sustainability in mind, achieving LEED Silver certification upon completion. EL MONTE 1 - LA COUNTY PROJECT 1 OF 8 580 SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 137 SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 138 SONNENBLICK | MGAC | BALFOUR BEATTY1.7.8.PAST PERFORMANCE BROWARD COUNTY BOARD OF COUNTY COMMISSIONERS AND THE CITY OF FORT LAUDERDALE CITY COMMISSION SOLICITATION PNC2122559R1 DEVELOPER FOR JOINT GOVERNMENT CENTER CAMPUS (JGCC) STEP ONE SON N E N B L I C K | S U F F OLK/PIRTL E 1. DEVELOPER A. EVALUATION CRITERIA - QUALIFICATION SUBMITTAL REQUIREMENTS Appendix – Project Financial Experience Form PROJECT 1 of [__] Project Name Project Address Owner/Developer City and State Owner’s Contact Name, Email, and Phone Other Key Personnel from your Overall Team who worked on the Referenced Project Key Individual Role on Project If not already listed, name of the Architect PROJECT DATA Project Gross Square Footage Total Project Cost Type of Project Project Delivery Method If team provided operations and maintenance on Project, provide annual value and nature of the services provided Construction Type Occupancy Classification Level of LEED Certification Number of Stories Design Start Date Construction Documents Completion Date Construction Start Date, Substantial Completion Date, or Current Status Was the project completed on time? If not, why? Client/User Initial Construction Budget Final Construction Cost Was the project completed within budget? If not, why? INSTRUCTIONS: At least one reference must be provided for each Project. Proposed Team members for this RFQ cannot be used as references for the above Project. Name Current Address of Reference Current Phone Number of Reference Reference’s Employer Reference’s Title/Position Role of the Named Reference in the Project Email Address of Reference Address the following issues on the above referenced project Provide a brief summary of primary responsibilities for the referenced project Describe how the referenced project was similar in scale and complexity to the applicable Project scope. El Monte Phase 2 - LA County 3440 Aerojet Avenue, El Monte, CA 91731 Sonnenblick Development LLC Los Angeles, CA Robert Sonnenblick, bob@sondev.com, 310-230-1200 Langdon Wilson Architects 132,000 $52,700,000 County (Government) Office Building Design - Build - Finance We provided operations and maintenance but without a financial guarantee Type 1 Steel Frame 100% Government Occupied Silver 6 N/A N/A 22 Months Construction Duration Yes $52,700,000 $52,700,000 Yes Emmanuel Gutierrez 213-974-4237 LA County Real Estate Senior Real Property Agent N/A egutierrez@ceo.lacounty.gov Design-Build-Finance-Operate-Maintain Identical deal structure as what we are proposing, County occupancy Constructed adjacent to El Monte 1, El Monte 2 provides an additional 132,000 square feet of office space for the County tenants. It was delivered under an identical structure to that proposed on JGCC. The steel frame building was constructed on schedule and within budget. It achieved LEED Silver certification upon completion, taking into account several sustainable components in design and systems. EL MONTE 2 - LA COUNTY PROJECT 2 OF 8 581 SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 139 SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 140 SONNENBLICK | MGAC | BALFOUR BEATTY1.7.8.PAST PERFORMANCE BROWARD COUNTY BOARD OF COUNTY COMMISSIONERS AND THE CITY OF FORT LAUDERDALE CITY COMMISSION SOLICITATION PNC2122559R1 DEVELOPER FOR JOINT GOVERNMENT CENTER CAMPUS (JGCC) STEP ONE SON N E N B L I C K | S U F F OLK/PIRTL E 1. DEVELOPER A. EVALUATION CRITERIA - QUALIFICATION SUBMITTAL REQUIREMENTS Appendix – Project Financial Experience Form PROJECT 1 of [__] Project Name Project Address Owner/Developer City and State Owner’s Contact Name, Email, and Phone Other Key Personnel from your Overall Team who worked on the Referenced Project Key Individual Role on Project If not already listed, name of the Architect PROJECT DATA Project Gross Square Footage Total Project Cost Type of Project Project Delivery Method If team provided operations and maintenance on Project, provide annual value and nature of the services provided Construction Type Occupancy Classification Level of LEED Certification Number of Stories Design Start Date Construction Documents Completion Date Construction Start Date, Substantial Completion Date, or Current Status Was the project completed on time? If not, why? Client/User Initial Construction Budget Final Construction Cost Was the project completed within budget? If not, why? INSTRUCTIONS: At least one reference must be provided for each Project. Proposed Team members for this RFQ cannot be used as references for the above Project. Name Current Address of Reference Current Phone Number of Reference Reference’s Employer Reference’s Title/Position Role of the Named Reference in the Project Email Address of Reference Address the following issues on the above referenced project Provide a brief summary of primary responsibilities for the referenced project Describe how the referenced project was similar in scale and complexity to the applicable Project scope. Rancho Park Building - LA County 11110 W Pico Blvd., Los Angeles, CA 90064 Sonnenblick Development LLC Los Angeles, CA Robert Sonnenblick, bob@sondev.com, 310-230-1200 Mclaren Diaz Architects 80,000 $43,000,000 Office Building with Underground Parking Design - Build - Finance We provided operations and maintenance but without a financial guarantee Type 1 Steel 100% County (Government) Occupied Silver 4 N/A N/A 24 Months Construction Yes $43,000,000 $43,000,000 Yes Emmanuel Gutierrez 213-974-4237 LA County Real Estate Senior Real Property Agent N/A egutierrez@ceo.lacounty.gov Design-Build-Finance-Operate-Maintain 100% county-occupied office building The Rancho Park Building is an 80,000 square-foot County-occupied office space in a downtown urban location in Los Angeles, California with a tight site. The project was successfully completed within all schedule and budget expectations. In addition to providing new office space for the County, the project also included underground parking to accommodate the future tenants. The building was design and constructed to achieve LEED Silver certification. RANCHO PARK BUILDING - LA COUNTY PROJECT 3 OF 8 582 SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 141 SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 142 SONNENBLICK | MGAC | BALFOUR BEATTY1.7.8.PAST PERFORMANCE BROWARD COUNTY BOARD OF COUNTY COMMISSIONERS AND THE CITY OF FORT LAUDERDALE CITY COMMISSION SOLICITATION PNC2122559R1 DEVELOPER FOR JOINT GOVERNMENT CENTER CAMPUS (JGCC) STEP ONE SON N E N B L I C K | S U F F OLK/PIRTL E 1. DEVELOPER A. EVALUATION CRITERIA - QUALIFICATION SUBMITTAL REQUIREMENTS Appendix – Project Financial Experience Form PROJECT 1 of [__] Project Name Project Address Owner/Developer City and State Owner’s Contact Name, Email, and Phone Other Key Personnel from your Overall Team who worked on the Referenced Project Key Individual Role on Project If not already listed, name of the Architect PROJECT DATA Project Gross Square Footage Total Project Cost Type of Project Project Delivery Method If team provided operations and maintenance on Project, provide annual value and nature of the services provided Construction Type Occupancy Classification Level of LEED Certification Number of Stories Design Start Date Construction Documents Completion Date Construction Start Date, Substantial Completion Date, or Current Status Was the project completed on time? If not, why? Client/User Initial Construction Budget Final Construction Cost Was the project completed within budget? If not, why? INSTRUCTIONS: At least one reference must be provided for each Project. Proposed Team members for this RFQ cannot be used as references for the above Project. Name Current Address of Reference Current Phone Number of Reference Reference’s Employer Reference’s Title/Position Role of the Named Reference in the Project Email Address of Reference Address the following issues on the above referenced project Provide a brief summary of primary responsibilities for the referenced project Describe how the referenced project was similar in scale and complexity to the applicable Project scope. Monterey Park 588 Atlas Avenue, Monterey Park, CA 91755 Sonnenblick Development LLC Los Angeles, CA Robert Sonnenblick, bob@sondev.com, 310-230-1200 SAA Architects 94,000 $37,500,000 Government office building Design - Build - Finance We provided operations and maintenance but without a financial guarantee Type 4 Office Building 80% County Occupied Anticipating LEED Silver 2022 2 January 2021 August 2021 July 2021 Projected Completion February 2022 $37,500,000 N//A N/A Emmanuel Gutierrez 213-974-4237 LA County Real Estate Senior Real Property Agent N/A egutierrez@ceo.lacounty.gov Design-Build-Finance-Operate-Maintain Identical deal structure, County-occupied office building Monterey Park is a new 94,000 square-foot government office building. The development was setup and delivered under an identical deal structure to that proposed for JGCC. The project has been designed and constructed with sustainability in mind and is anticipated to achieve LEED Silver certification upon completion. MONTEREY PARK BUILDING - LA COUNTY PROJECT 4 OF 8 583 SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 143 SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 144 SONNENBLICK | MGAC | BALFOUR BEATTY1.7.8.PAST PERFORMANCE BROWARD COUNTY BOARD OF COUNTY COMMISSIONERS AND THE CITY OF FORT LAUDERDALE CITY COMMISSION SOLICITATION PNC2122559R1 DEVELOPER FOR JOINT GOVERNMENT CENTER CAMPUS (JGCC) STEP ONE SON N E N B L I C K | S U F F OLK/PIRTL E Appendix – Project Financial Experience Form PROJECT 1 of [__] Project Name Project Address Owner/Developer City and State Owner’s Contact Name, Email, and Phone Other Key Personnel from your Overall Team who worked on the Referenced Project Key Individual Role on Project If not already listed, name of the Architect PROJECT DATA Project Gross Square Footage Total Project Cost Type of Project Project Delivery Method If team provided operations and maintenance on Project, provide annual value and nature of the services provided Construction Type Occupancy Classification Level of LEED Certification Number of Stories Design Start Date Construction Documents Completion Date Construction Start Date, Substantial Completion Date, or Current Status Was the project completed on time? If not, why? Client/User Initial Construction Budget Final Construction Cost Was the project completed within budget? If not, why? INSTRUCTIONS: At least one reference must be provided for each Project. Proposed Team members for this RFQ cannot be used as references for the above Project. Name Current Address of Reference Current Phone Number of Reference Reference’s Employer Reference’s Title/Position Role of the Named Reference in the Project Email Address of Reference Address the following issues on the above referenced project Provide a brief summary of primary responsibilities for the referenced project Describe how the referenced project was similar in scale and complexity to the applicable Project scope. Norwalk Gov't Center - LA Headquarters for the Dept. of Homeland Security 12440 East Imperial Highway, Norwalk, CA 90650 Sonnenblick Industries LLC Los Angeles, CA Robert Sonnenblick, bob@sondev.com, 310-230-1200 Bechtel Corporation 500,000 $125,000,000 Government (Federal) Office Building with 2000 parking spaces Design - Build - Finance We provided operations and maintenance but without a financial guarantee Type 1 Concrete 100% Government Occupied (Federal, County, State Tenancy) N/A 7 N/A N/A 20 months construction Yes $49,250,000 $49,250,000 Yes Emmanuel Gutierrez 213-974-4237 LA County Real Estate Senior Real Property Agent N/A egutierrez@ceo.lacounty.gov Design-Build-Finance-Operate-Maintain Similar size as the JGCC building, similar parking space count, Government tenancy 1. DEVELOPER A. EVALUATION CRITERIA - QUALIFICATION SUBMITTAL REQUIREMENTS Similar to JGCC, this expansive project provided 500,000 square feet of joint-government office space in a seven-story building. It is 100% occupied by government tenants including federal, state, and county. The project also features parking accommodations for 2,000 vehicles. Extensive coordination took place between the development team and the future tenants to ensure the program and design was tailored to meet the needs of the various government end-user groups. NORWALK GOVERNMENT CENTER - LA COUNTY HEADQUARTERS FOR DEPT. OF HOMELAND SECURITY PROJECT 5 OF 8 584 PROJECT APPROACH 585 SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 147 SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 148 SONNENBLICK | MGAC | BALFOUR BEATTY1.7.9.PROJECT APPROACH Our team’s collaborative approach is deeply ingrained in our work. We acknowledge the importance of incorporating both technical and financial perspectives into the planning and design phases. Our aim is to minimize costs, enhance value, and uphold service standards and institutional integrity by maximizing relationships and resources. Our proven methodology consistently delivers added value through: Objectivity – a system of asking the right questions, listening, and documenting your answers »Review, refine, and test facility improvement ideas and present new ideas and options for consideration without preconceived solutions Collaboration – building consensus through the involvement of key stakeholders »Separate wants from needs objectively, and achieve consensus and buy-in for the agreed upon course of action »Identify all cost elements and drivers, as well as cost avoidance opportunities, through integrated cost modeling from the outset of activities Analysis – a macro-level process that breaks the problem into its parts »Ensure that the City of South Miami gets the best solution for the right price It is easy to generate a spectacular design solution given an unlimited budget and timetable. However, the true challenge and opportunity lie in devising a successful solution from a cost and schedule- conscious perspective. Collaborating with all project stakeholders to achieve optimal outcomes with limited resources is where the creativity and talent of our team truly distinguishes itself. Collaboration & BIM Utilization While planning and design is our business — exceptional project delivery sets us apart. Collaboration, teaming, communication, and accountability are key elements of our project delivery processes. Our goal is to achieve cost savings and maintain levels of service and institutional integrity by optimizing the relationships between people, processes, and place. We are able to build consensus on projects that have multiple stakeholders with competing values and needs. BIM, along with specific industry experience, will be the most powerful pre-construction tool towards overall project success. From early design through construction and into the field, as well as into occupancy, we will leverage this important tool. Our entire team is on board and uses state-of-the-art technology to make sure our goals and objectives are met. APPROACH TO PERFORMING THE WORK Broward County Addiction Recovery Center Final PhotoBIM Rendering BIM Model OVERALL PROJECT APPROACH The Sonnenblick Development Team will approach this project in a very defined manner using a teaming Approach. We will be brining together the resources of our architects, local engineers, contractor, and both management / operations teams to facilitate the design and final permitting of the project. The initial team will be led by the Sonnenblick Group taking into consideration the requirements of the City, the County our engineers and operators. Once the design has been agreed to, the contractor and construction managers will assist to make sure we are designing and building a cost-efficient, code compliant project to your standards and recommendations. We will use the entire team in design, and final construction drawings to assure financial and overall success of the project. Architects and contractors, albeit having designed and constructed many of these types of projects, still require ownership guidance along with Construction management overlay. MGAC having construction management of 40 billion usd a year Bring a wealth of cost effect knowledge to the team. Therefore, our approach is to bring the following team members and their staff with us during each Phase of the project---design—engineering, --permitting—construction—management and marketing. The team includes: 1. Sonnenblick in house partners, investors and personnel including AB Capital and their team 2. Coastal Realty Advisors and Alex Seltzer 3. Balfour Beatty 4. Gensler 5. Saltz Michelson Architects 6. MGAC TEAM CHART Financing Property Managers Developer Owner Construction Manager Architecture ARCHITECT OF RECORD | DESIGN ARCHITECT ALEX SETZER 586 SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 149 SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 150 SONNENBLICK | MGAC | BALFOUR BEATTY1.7.9.PROJECT APPROACH Prepare Cost Estimates to Meet Set Budgets No client has unlimited resources. We therefore consider that maintaining cost control and designing to budget will be among our most important functions. Alternative materials and methods of construction will be evaluated to ensure that the City of South Miami gets the most for its construction budget. Economics will be a constant consideration in the programming, design, and development phases. Operating budgets are affected by building maintenance and operating costs. Therefore, serious consideration will be given to energy consumption and the costs over time. Our current, relevant experience on complex government projects will assist in the preparation of accurate cost estimates as this project develops. 2. Design Development Design development will address any issues left unresolved at the end of schematic design phase and establish engineering systems. The design itself will achieve the refinement and coordination necessary for a truly polished work of architecture. Without this, too many important areas of design exploration are compressed into the schematic phase or left to working drawings. The Design Development Phase will include detailed drawings of the site regarding utilities, grading, environmental consideration, roads, walks, and parking. Building plans will detail equipment locations, area calculations, elevations, sections, finishes, fire code requirements and building materials. Engineering (Structural, HVAC, Electrical, Plumbing) drawings and calculations will be provided in sufficient detail to identify systems and equipment. 3. Construction Documents This phase shall include showing all construction details necessary to complete the construction of the building, and all code and regulations, federal, state and local requirements will be implemented in the construction documents detail. All plans will be prepared to scale and include construction details (typical sections, elevations, etc.). Included with the Construction Documents will be instructions setting forth the requirements. SMA and our consultants will be responsible for the coordination required to obtain approval for the building permit. The Construction Documents phase will bring to completion all of the drawings and specifications necessary for construction. Drawings will be continuously checked for completeness and coordination between disciplines. Final engineering calculations will be submitted, and specifications completed with attention to standard materials and methods of construction. Quality control of construction documents will be an everyday effort, and checking will play a central role in our quality assurance effort. Some protocols for document checking will include comprehensively checking documents at every milestone before completion; an Architect not associated with the project will check all documents before they are issued; the person responsible for the drawings will review the specifications, and the specifier will review the drawings; consultants will review the documents produced by other contributors for coordination; and we will review and coordinate all of the consultants’ drawings. BIM will optimize project schedules, reduce project costs, increase collaboration, cohesion and contribute to flawless communication and translation amongst disciplines — ensuring that your projects are delivered successfully. The City will have a better understanding of the end product. As such, the below outlines our approach to the City of South Miami’s anticipated design, permitting, and award phasing schedules. 1. Pre-Planning & Schematic Design During the preparation of your project, our team will utilize its collective expertise to identify all critical and priority issues that may significantly impact the project. Careful definition of these critical issues will help us to develop the project approach - one that focuses the team's time and energy resolutions to important issues. Identifying critical issues will also be paramount to effective project programming and the preparation of viable design concepts. Personnel Personnel will be assigned to the project to the degree of expertise necessary to monitor the construction progress and assist in administrative activities. Professional and administrative support office personnel will also be assigned. The Project Manager will direct the total construction administration effort so that all construction phase activities occur in a timely manner. • Project schedules will be prepared with dates of deliverables from our entire project team. • Our team will coordinate efforts to provide complete and coordinated plans during project meetings. • Our management process will include coordinating consultants to meet completion schedules. • Our use of BIM on your projects will allow us even more sophisticated coordination. Establish a Planning Schedule Careful planning and effective scheduling control depends on our understanding the relationship of time, money, and resource utilization for the scope of work. Creating an outline that defines the project in concise and controllable components will develop this understanding. Production schedules will be broken down into the various phases of the projects (schematic design, design development, etc.) and staffing projections established for each task. Weekly project management meetings will review the status of the project against the schedule and staffing projections. In that manner, corrective actions can be made to restore progress before problems arise. Inspect and Review the Sites All team members will visit the project site to become familiar with the conditions, surrounding uses and buildings, and technical and security requirements of this project. Our entire approach to your project will respond to the technical requirements and operational activities that occur on a continuous basis and will include your consideration in the development of the ultimate solution. Review Project's Construction Strategy Along with the contractor selected for your project, we will work together to establish the project strategy and approach. 587 SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 151 SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 152 SONNENBLICK | MGAC | BALFOUR BEATTY1.7.9.PROJECT APPROACH CITY OF HOLLYWOOD RFQ-160-24-WV | PAGE 152 4. Bid Process This phase will include: • The Proposer, with the assistance of City staff, will develop the Request for Proposal packages to be bid. This package will include all drawings, specifications, and additional information necessary to successfully construct and operate the facilities. • Provide bid documents to ensure that all prospective builders submit comparable bids. • Provide assistance with plans, project schedules and other technical questions from potential construction firms. • Assist in review of Contractor’s proposals and questionnaire. • Participate in Pre-bid conferences to help answer any questions that the builders might have and to minimize the potential for discrepancies between bids. • Review all bids with City staff and make recommendations. 5. Contract Administration The SMA Team is familiar with the procedures and requests for security detail that are part of public projects. We will provide staffing for the Construction Administration phase, which will include monitoring quality compliance, observing construction/installation status, reviewing submittals and completing other customary construction phase services, as Owner’s representatives. Monitoring and coordination will begin when the construction contract is awarded and will continue throughout the life of the project. Personnel will be assigned to the project to the degree of expertise necessary to monitor the construction progress and assist in administrative activities. Professional and administrative support office personnel will also be assigned. The total construction administration will be directed by the Project Manager. This phase will include: • Project management & consultant coordination • General administration of construction contract (pre-construction conference, architectural construction administration, and periodic site visits and job site meetings) • Shop drawing review/review of samples and materials • Response to RFIs • Material substitutions - color selections - color schemes & boards - review of mock-ups • Electronic correspondence logs for immediate access to the most updated information • Change order procedure • Verifying and approving periodic pay requests • Progress reports to owner • Pre-final (substantial completion punch-list) & final inspection • Final acceptance reports and procedures The contractors will submit a project schedule at the beginning of the contract. Upon review for any conflicts, we will use this to gauge progress of the work. Progress will be monitored during our CA site visits, and we will review the timeliness of shop drawing submittals. If delays are identified or changes occur, updated schedules will be prepared to demonstrate the contractor’s ability to restore the project schedule. Our adherence to these systems, policies and procedures will result in completion of your projects — ON TIME AND WITHIN BUDGET! The SMA Team is committed to meeting all time and budget requirements specific to this contract. Our careful planning and effective scheduling is based on our understanding the relationship of time, money, and resource utilization within the office and specifically for the scope of work. Creating an outline that defines the project in concise and controllable components will develop this understanding. Maintaining Time Schedules. Schedules will be developed for each of the project elements so that the actual performance can be compared to the outline schedule. Control of the overall project performance will be achieved by: »Monitoring every activity in progress »Immediate identification, evaluation, and implementation of corrective actions to restore the progress »Cost control by evaluating design alternatives and the extensive experience of our senior staff Maintaining Cost Controls. As no client has unlimited resources, we consider maintaining cost control and designing to the budget to be among our most important functions. Alternative materials and methods of construction will be evaluated to ensure that the City gets the most for its construction budget. Economics will be an ongoing consideration in the programming, design and development phases. During the course of preparing design development, construction documents and specifications, and in conjunction with facility personnel, we will review materials and systems alternatives for purposes of value engineering. Long-term value versus higher up front costs will be identified and discussed. Probable cost statements may be prepared at each stage of a project to monitor the facility's size and design against the budget. Our experience with similar contracts will assist us in estimating preliminary budgets, as well as using industry publications such as R. S. Means, giving us the most current square foot project costs. Quality is an ongoing improvement process for us to meet and surpass the City's requirements and expectations. With an emphasis on definition, communication, coordination, cooperation, and consistency, we approach each project as a team intent on producing world-class architecture in the context of your goals and expectations. Our team’s approach will rely on quality as integral to the process. From inception, our management activities will apply throughout the scope, schedule, and budget of your project. In the public driven sector, we work closely with our clients as well as hand-in-hand with our equipment planners, civil engineers, MEP engineers, structural engineers, landscape architects and County/City/C ode officials. SCHEDULING METHODOLOGY 588 SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 153 SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 154 SONNENBLICK | MGAC | BALFOUR BEATTY1.7.9.PROJECT APPROACH Client Review + Approval PROJECT COMMENCEMENT • Meet with Client to review scope of work • Negotiate contract • Meet with Client • Review & Confirmation of Program • Meet with Client • Review & confirmation of developed design • Prepare budget • Code research • Meet with Client PROGRAMMING / SITE ANALYSIS SCHEMATIC DESIGN • Respond to RFIs, issue addenda, review bids • Meet with Client BID / NEGOTIATION (OPTIONAL SERVICE) DESIGN DEVELOPMENT • Apply engineering solutions and building systems to design development drawings • Prepare architectural and engineering drawings for bid and permit • Review with Client Issues of constructability • Review budget • Meet with Client CONSTRUCTION DOCUMENTS • Review & approve plans • Interpret technical and administrative requirements/ RFIs • Monitor schedules and budgets • Review shop drawings • Monitor permit process • Biweekly Site Observation • Certificates of Payment • Quality of work • Punch list • Review close out package • Meet with Client CONTRACT ADMINISTRATION Sample Schedule. Client Review + Approval Client Review + Approval Client Review + Approval 589 FINANCING 590 SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 157 SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 158 1.7.10.FINANCING SONNENBLICK | MGAC | BALFOUR BEATTY ASSOULINE BUSCH CAPITAL ASSOULINE BUSCH CAPITAL, LLC (ABC) is an exclusive partnership between the Assouline and Anheuser-Busch families. Led by Tom Assouline as CEO and August “Gussie” Busch as COO, ABC is an integrated opportunistic real estate investment and management firm based in Miami. ABC primarily employs value-add and opportunistic strategies to generate above average, risk-adjusted returns for its own account and in joint venture partnerships with project sponsors, institutional, UHNWI, investors and creative entrepreneurs. Their expertise spans from owner/operator, ground-up construction, adaptive reuse, value-add acquisition and repositioning projects. ABC operates it and independently manages their investments. Its structure as a privately held company allows for flexibility to promptly underwrite and execute deals of all asset types, sizes and structures in order to secure the best opportunities in the market. ABC has over $400+ million under management in hospitality, multi family residential, and other assets. That includes Royal Beach Palace Hotel, Red South Beach Miami, Coachella Resort, and more. Tom Assouline, emigrated from France, Mr. Assouline comes from multigenerational real estate investment family where his father owned the largest mortgage brokerage firm. Managing his own company and investing in real estate has always come natural. Mr. Assouline is co-owner of Stay Hospitality. Stay Hospitality is a full service hotel and vacation rental management company that values unique, quality experiences and genuine personal relationships. Gussie Busch is from one of the wealthiest and world-famous families in America–Anheuser-Busch. He is the great-great-grandson of Adolphus Busch, founder of Anheuser-Busch. Mr. Busch’s legacy driven passion in business, hospitality, and real estate led him to being at the forefront of the Anheuser-Busch family’s real estate investments in hospitality. Sonnenblick Development, LLC and Mr. Robert Sonnenblick have been in the real estate development and construction business for many decades as reflected in the resumes attached herein. As a principal In the very experienced firm of Sonnenblick Goldman (later purchased by Cushman/Wakefield) — Bob has a deep appreciation and long-term history of designing, building and financing very large, complicated projects nationally. We have enclosed a list of notable projects in the past which Bob was responsible for funding through his family’s company, Sonnenblick Goldman, for your reference, as well as those design build and owned buildings with Government tenants. In addition to Sonnenblick’s track record and long-standing position in the community, they are a major landlord of government tenants including 500,000 feet for Homeland Security in Los Angeles. By adding the Busch family, clearly one of Americas most famous and wealthiest families and their investment fund (with AB Capital) to the team, the financial qualifications are outstanding. The long term recognized success of Sonnenblick and Busch, and now with AB Capital joining the team. The team assembled and referenced herein are one of the more qualified to conclude the construction, financing and operations of the South Miami City Hall. Bob Sonnenblick and the Busch families have had long term financial interests in design, build, finance government projects and will make this project world class to be proud of. Both Sonnenblick Development, as well as AB Capital and The Busch Family investment fund, are certainly willing to share their financial capacity to fund the equity, construction, and operational capital necessary if requested and provide references including our main line banks for 40 years at Bank of America and Wells Fargo Bank. They should provide the debt to build the project if necessary. We have enclosed herein some information to show that we have done this before, and have the experience, desire and financial capacity to do it again. Our bankers are ready to meet and discuss both our capacity and ability to fund this project. Please find information on both companies attached. SONNENBLICK DEVELOPMENT Founder of Sonnenblick, LLC, Mr. Robert Sonnenblick, is a graduate of the Wharton School of Finance of the University of Pennsylvania with decades of experience in various aspects of real estate and real estate finance. From 1981 to 1991 Mr. Sonnenblick was the driving force and power behind Sonnenblick- Goldman Corporation of California. Mr. Sonnenblick completed over $1.5 Billion of commercial real estate transactions on the West Coast and as a result is regarded as one of the West Coast’s leaders in the field of commercial real estate. Among the more notable projects for which Mr. Sonnenblick personally structured the financing for are: • The Beaudry Center, Los Angeles, California ($197 million) • Ritz Carlton Hotel, Pasadena, California ($97 million) • One Waterfront Plaza, Honolulu, Hawaii ($100 million) • Los Angeles World Trade Center, Los Angeles, California ($55 million) Together, the principals of Sonnenblick Development have a combined 30 years of experience in real estate, construction, finance and development in excess of $2.5 Billion in closed transactions. 591 SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 159 SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 160 1.7.10.FINANCING SONNENBLICK | MGAC | BALFOUR BEATTY 592 SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 161 SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 162 1.7.10.FINANCING SONNENBLICK | MGAC | BALFOUR BEATTY 593 INSURANCE 594 SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 165 SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 166 1.7.11.INSURANCE SONNENBLICK | MGAC | BALFOUR BEATTY SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. INSURER(S) AFFORDING COVERAGE INSURER F : INSURER E : INSURER D : INSURER C : INSURER B : INSURER A : NAIC # NAME:CONTACT (A/C, No):FAX E-MAILADDRESS: PRODUCER (A/C, No, Ext):PHONE INSURED REVISION NUMBER:CERTIFICATE NUMBER:COVERAGES IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. 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Brand Boulevard, Ste. 100Glendale CA 91203 Real Estate & Hospitality Dept. 818-539-2300 818-539-1804 LARealEstateCerts@AJG.com License#: 0D69293 XL Insurance America, Inc.24554 SONNDEL-01 Zurich American Insurance Company of IL 27855Sonnenblick Del Rio Norwalk, LLCc/o CBRE Asset Services12440 E. Imperial Highway, Ste. 101Norwalk CA 90650 1416631703 B X 1,000,000 X 1,000,000 10,000 X DED: $0 1,000,000 2,000,000 X CPO554303911 1/1/2024 1/1/2025 2,000,000 A X X 25,000,000AUR05005381/1/2024 1/1/2025 25,000,000 Evidence Only DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) RE: PROPERTY LOCATED AT: INSR ADDL SUBRLTRINSRWVD DATE (MM/DD/YYYY) PRODUCER CONTACTNAME:FAXPHONE(A/C, No):(A/C, No, Ext): E-MAILADDRESS: INSURER A : INSURED INSURER B : INSURER C : INSURER D : INSURER E : INSURER F : POLICY NUMBER POLICY EFF POLICY EXPTYPE OF INSURANCE LIMITS(MM/DD/YYYY)(MM/DD/YYYY) COMMERCIAL GENERAL LIABILITY AUTOMOBILE LIABILITY UMBRELLA LIAB EXCESS LIAB WORKERS COMPENSATION AND EMPLOYERS' LIABILITY DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) AUTHORIZED REPRESENTATIVE INSURER(S) AFFORDING COVERAGE NAIC # Y / N N / A (Mandatory in NH) ANY PROPRIETOR/PARTNER/EXECUTIVEOFFICER/MEMBER EXCLUDED? EACH OCCURRENCE $ DAMAGE TO RENTED $PREMISES (Ea occurrence)CLAIMS-MADE OCCUR MED EXP (Any one person)$ PERSONAL & ADV INJURY $ GENERAL AGGREGATE $GEN'L AGGREGATE LIMIT APPLIES PER: PRODUCTS - COMP/OP AGG $ $ PRO- OTHER: LOCJECT COMBINED SINGLE LIMIT $(Ea accident) BODILY INJURY (Per person)$ANY AUTO OWNED SCHEDULED BODILY INJURY (Per accident)$AUTOS ONLY AUTOS AUTOS ONLYHIRED PROPERTY DAMAGE $AUTOS ONLY (Per accident) $ OCCUR EACH OCCURRENCE $ CLAIMS-MADE AGGREGATE $ DED RETENTION $$ PER OTH-STATUTE ER E.L. EACH ACCIDENT $ E.L. DISEASE - EA EMPLOYEE $If yes, describe under E.L. DISEASE - POLICY LIMIT $DESCRIPTION OF OPERATIONS below POLICY NON-OWNED SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer any rights to the certificate holder in lieu of such endorsement(s). COVERAGES CERTIFICATE NUMBER:REVISION NUMBER: CERTIFICATE HOLDER CANCELLATION © 1988-2015 ACORD CORPORATION. All rights reserved. The ACORD name and logo are registered marks of ACORDACORD 25 (2016/03) ACORDTM CERTIFICATE OF LIABILITY INSURANCE Travelers Property Cas. Co. of America National Union Fire Ins Co of Pitts, PA Travelers Casualty and Surety Company National Casualty Company 06/14/2023 USI Insurance Services, LLC 2502 N Rocky Point Drive Suite 400 Tampa, FL 33607 813 321-7500 Saltz Michelson Architects, Inc. 3501 Griffin Road Fort Lauderdale, FL 33312 25674 19445 19038 11991 A X X X X 6601D208313 05/08/2023 05/08/2024 2,000,000 1,000,000 10,000 2,000,000 4,000,000 4,000,000 A X X X X 6601D208313 05/08/2023 05/08/2024 2,000,000 B X X X 0 X X EBU031374612 05/08/2023 05/08/2024 5,000,000 5,000,000 C X UB0K953533 04/01/2023 04/01/2024 X 1,000,000 1,000,000 1,000,000 D Professional Liability JEO0001977 06/14/2023 06/14/2024 $5,000,000 per claim $5,000,000 annl aggr. Professional Liability coverage is written on a claims-made basis. For Proposal Purposes 1 of 1#S40385131/M40385126 SALTZMIC1Client#: 1048451 MRLEW1of 1#S40385131/M40385126 595 SPECIAL CONSIDERATION 596 SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 169 SOUTH MIAMI RFQ NO. CSM2024-01 | PAGE 170 1.7.12.SPECIAL CONSIDERATION SONNENBLICK | MGAC | BALFOUR BEATTY To provide increased value to our clients, our team uses Building Information Modeling (BIM) technology to establish a collaborative platform for the entire project team to communicate through Revit. This tool allows us to create a single, easily shared 3D product model of building components that includes all of a project’s design information. Changes made to one element of the model are reflected in all views. Through the use of BIM, our team will deliver the highest quality project during all phases of the project life-cycle. An animation and 4D model enables a new interactive experience for design and construction execution. Whether through the use of goggles or new sophisticated programs that allow you to walk around and thru the design, design is realized, systems are coordinated, contractors can construct and facilities operations can navigate thru the property. All documentation will be generated from the Building Information Model. Workflows will be established to leverage existing documentation provided. The exclusive use of BIM for project documentation can result in documents that are coordinated at a higher level than in the past, minimizing clashes and coordination errors and therefore reducing costs of construction. These potential cost savings are driven by a very low rate of change orders (1-2%) as a result of increased coordination between disciplines and trades. The use of BIM contributes to a more efficient project delivery workflow as a result of the single model environment. This enables the team to create permit packages for any portion of the work at any given time. Phasing of work within the building can also be built into the models. This enables the documents to accurately reflect the current state of development of the project. The project team will develop the workflows and deliverables using a project execution plan. This plan will outline how and when various parties will deliver the project and share information. This increased focus and team standardization will answer questions up front that may prove problematic if not discovered until later in the project. The project execution plan will outline who is using the model and for what purposes to eliminate confusion or unapproved model uses. 3D Models|Virtual Reality Drawings Broward County Transit Center at the Lauderhill Mall Charles Michelson, President of SMA, successfully completed a rigorous examination accredited by the AMERICAN COLLEGE OF HEALTHCARE ARCHITECTS (ACHA), demonstrating his comprehensive knowledge and expertise in architectural practices specific to healthcare environments. His achievement places him among the 500 board-certified healthcare architects across the United States and Canada. ACHA upholds stringent criteria for its certified architects, requiring them to actively contribute to enhancing healthcare architecture for the public good. Certificants are expected to uphold ethical standards and maintain excellence within the specialized field of healthcare architecture. With over 35 years of invaluable experience in healthcare projects, Mr. Michelson serves as the principal at Saltz Michelson Architects and holds licensure as an architect in Florida. His experience encompasses healthcare design and strategic medical planning for an array of facilities, including hospitals, specialized clinics, ambulatory care centers, and diagnostic facilities. His extensive portfolio features notable contributions to local hospitals for the South Broward Hospital District, Broward Health, Baptist Health, Tenet Healthcare, and many more. Moreover, Charles plays a pivotal role in the South Florida Healthcare Association (SFHHA) as a member of the Board of Directors, collaborating closely with the medical community.CLEAN DESIGNBIM 597 598