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Res No 186-24-16291RESOLUTION NO.186-24-16291 A RESOLUTION OF THE MAYOR AND CITY COMMISSION OF THE CITY OF SOUTH MIAMI, FLORIDA,SELECTING AND AWARDING A MULTI-YEAR PROFESSIONAL SERVICES AGREEMENT TO (i) CAPITAL CITY CONSULTING,L.L.C.AND (ii)RUBIN, TURNBULL &ASSOCIATES,INC.FOR STATE LOBBYING SERVICES AND RELATED CONSULTING SERVICES PURSUANT TO REQUEST FOR PROPOSALS (RFP)NO. CSM2024-11;AUTHORIZING THE CITY MANAGER TO NEGOTIATE AND ENTER INTO A MULTI-YEAR PROFESSIONAL SERVICES AGREEMENT WITH EACH OF THE LOBBYING CONSULTANTS IN AN AMOUNT NOT TO EXCEED $50,000 ANNUALLY FOR A TWO-YEAR TERM,WITH ONE TWO-YEAR RENEWAL OPTION; PROVIDING FOR IMPLEMENTATION,CORRECTIONS, AND AN EFFECTIVE DATE. WHEREAS,on September 24,2024,the City of South Miami (the “City”)issued Request for Proposals (RFP)No.CSM2024-11 for State of Florida Lobbying Services (the “Services”);and WHEREAS,the City received six (6)proposals by the RFP deadline on October 15, 2024;and WHEREAS,on October 24,2024,an Evaluation Selection Committee (“Committee”) appointed by the City Manager reviewed the proposals and conducted interviews with each of the responding firms;and WHEREAS,the Committee recommends selecting Capital City Consulting,L.L.C. (“Capital City”)and Rubin,Turnbull &Associates,Inc.(“RTA”)(collectively,the “Consultants”) to provide the Services;and WHEREAS,the City Commission desires to select the Consultants on a non-exclusive basis and authorize the City Manager to negotiate and enter into an agreement with each of the Consultants in substantially the forms attached hereto as Exhibits “A”and “B”in an amount not to exceed $50,000 annually for a two (2)year term,with one option to renew for an additional two (2)years;and WHEREAS,the cost of the Services will be charged to Account No.001-1310-513-3450 with a current balance of $145,100,or such other binding source(s)as determined by the City Manager to be in the best interests of the City;and WHEREAS,the City Commission finds that this Resolution is in the best interest and welfare of the City. Page 1 of 2 Res.No.186-24-16291 NOW,THEREFORE,BE IT RESOLVED BY THE MAYOR AND CITY COMMISSION OF THE CITY OF SOUTH MIAMI,FLORIDA,AS FOLLOWS: Section 1.Recitals.The above-stated recitals arc true and correct and are incorporated herein by this reference. Section 2.Selection and Award.The City Commission hereby selects Capital City and RTA to provide the Services and awards the Consultants an agreement for the Services in substantially the form attached hereto as Exhibits “A”and “B,”respectively. Section 3.Authorization.The City Commission hereby authorizes the City Manager to negotiate and enter into an agreement with Capital City and RTA for the Services in substantially the forms attached hereto as Exhibits “A”and “B,”respectively,in an amount not to exceed S50,000 annually for the two-year term,subject to the approval of the City Attorney and City Manager as to form content,and legal sufficiency.The costs of the Services shall be charged to Account No.001-1310-513-3450,or such other funding source(s)as determined by the City Manager to be in the best interests of the City. Section 4.Implementation.The City Manager is authorized to take any and all actions necessary to implement the purposes of the Agreements and this Resolution. Section 5.Corrections.Conforming language or technical scrivcncr-type corrections may be made by the City Attorney for any conforming amendments to be incorporated into the final resolution for signature. Section 6.Effective Date.This Resolution shall become effective immediately upon adoption. PASSED AND ADOPTED this 10111 day of December,2024. ATTEST: *1 ACIT^E^ READ AND APPROVED AS TO FORM, LANGUAGE,LEGALITY AND EXECUTION THEREOF WEIS§%EROTA HELFMAN COLE &BIERMAN,P.L. CITY ATTORNEY APPROVED: MAYOR ) COMMISSION VOTE:5-0 Mayor Fernandez:Yea Vice Mayor Corey:Yea Commissioner Bonich:Yea Commissioner Calle:Yea Commissioner Rodriguez:Yea Page 2 of 2 PROFESSIONAL SERVICES AGREEMENT BETWEEN CITY OF SOUTH MIAMI,FLORIDA AND CAPITAL CITY CONSULTING,L.L.C. THIS AGREEMENT (this “Agreement”)is made effective (the “Effective Date”),by and between CITY OF SOUTH MIAMI,FLORIDA,a Florida municipal corporation,(the “City”)and CAPITAL CITY CONSULTING,L.L.C.,a Florida limited liability company ,2024as WHEREAS,the City is in need of State of Florida Lobbying Services,as set forth in the Scope of Services attached hereto as Exhibit “A”;and WHEREAS,on September 24,2024,the City of South Miami (the “City”)issued Request for Proposals (“RFP”)No.CSM2024-1 1 for the “Services”,which RFP is incorporated as though fully set forth herein by this reference;and /O WHEREAS,the Consultant submitted a proposal,attached hereto as Exhibit “B,”to '(/^perform the Services in an amount not to exceed $50,000 annually;and WHEREAS,on December 10,2024,the City Commission adopted Resolution No.I ^<1-1^1,selecting the Consultant on a non-exclusive basis and authorizing the City Manager to negotiate and execute this Agreement with the Consultant in an amount not to exceed $50,000 annually for a two-year term,with one two-year renewal option;and WHEREAS,the City desires to engage the Consultant to perform the Services and provide the deliverables as specified below. NOW,THEREFORE,in consideration of the mutual covenants and conditions contained herein,the City and the Consultant agree as follows: 1.Scope of Services. 1.1.Consultant shall provide the Services on a non-exclusive basis as set forth in the Scope of Servies attached hereto as Exhibit “A”and the Proposal attached hereto as Exhibit “B.” The Services shall conform to the requirements of the RFP. 1.2.Consultant shall furnish all reports,documents,and information obtained pursuant to this Agreement,and recommendations during the term of this Agreement (hereinafter “Deliverables”)to the City. 2.Term/Commcnccment Date. 2.1.The term of this Agreement shall be from the Effective Date and continue for a period of two (2)years,unless earlier terminated in accordance with Paragraph 8.Additionally,the City of South Miami,FL 1 of 19 City Manager may renew this Agreement for one additional two-year term on the same terms as set forth herein upon written notice to the Consultant. 2.2.Consultant agrees that time is of the essence and Consultant shall complete the Services within the term of this Agreement,unless extended by the City Manager. 3.Compensation and Payment. 3.1.Consultant shall be compensated in an amount not to exceed $50,000 annually in accordance with the Proposal attached hereto as Exhibit “B.” 3.2.Consultant shall deliver an invoice to City no more often than once per month detailing Services completed and the amount due to Consultant under this Agreement.Fees shall be paid in arrears each month,pursuant to Consultant’s invoice.The City shall pay the Consultant in accordance with the Florida Prompt Payment Act after approval and acceptance of the Services by the City Manager. 4.Subconsultants. 4.1.The Consultant shall be responsible for all payments to any subconsultants and shall maintain responsibility for all work related to the Services. 4.2.Consultant may only utilize the services of a particular subconsultant with the prior written approval of the City Manager,which approval may be granted or withheld in the City Manager’s sole and absolute discretion. 5.City’s Responsibilities. 5.1.City shall make available any maps,plans,existing studies,reports,staff and representatives,and other data pertinent to the Services and in possession of the City,and provide criteria requested by Consultant to assist Consultant in performing the Services. 5.2.Upon Consultant’s request,City shall reasonably cooperate in arranging access to public information that may be required for Consultant to perform the Services. 6.Consultant’s Responsibilities;Representations and Warranties. 6.1.The Consultant shall exercise the same degree of care,skill and diligence in the performance of the Services as is ordinarily provided by a consultant under similar circumstances.If at any time during the term of this Agreement or within two (2)years from the completion of this Agreement,it is determined that the Consultant’s Deliverables or Services are incorrect,not properly rendered,defective,or fail to conform to City requests,the Consultant shall at Consultant’s sole expense,immediately correct its Deliverables or Services. 6.2.The Consultant hereby warrants and represents that at all times during the term of this Agreement it shall maintain in good standing all required licenses,certifications and permits required under Federal,State and local laws applicable to and necessary to perform the City of South Miami,FL 2 of 19 Services for City as an independent contractor of the City.Consultant further warrants and represents that it has the required knowledge,expertise,and experience to perform the Services and carry out its obligations under this Agreement in a professional and first class manner. 6.3.The Consultant represents that is an entity validly existing and in good standing under the laws of Florida.The execution,delivery and performance of this Agreement by Consultant have been duly authorized,and this Agreement is binding on Consultant and enforceable against Consultant in accordance with its terms.No consent of any other person or entity to such execution,delivery and performance is required. 7.Conflict of Interest 7.1.To avoid any conflict of interest or any appearance thereof,Consultant shall not,for the term of this Agreement provide any consulting services to any private sector entities (developers,coiporations,real estate investors,etc.),with any current,or foreseeable, adversarial issues in the City. 8.Termination. 8.1.The City Manager,without cause,may terminate this Agreement upon five (5)calendar days’written notice to the Consultant,or immediately with cause. 8.2.Upon receipt of the City's written notice of termination,Consultant shall immediately stop work on the Services unless directed otherwise by the City Manager. 8.3.In the event of termination by the City,the Consultant shall be paid for all Services accepted by the City Manager up to the date of termination,provided that the Consultant has first complied with the provisions of Paragraph 8.4. 8.4.The Consultant shall transfer all books,records,reports,working drafts,documents,maps, and data pertaining to the Services and the project to the City,in a hard copy and electronic format within fourteen (14)days from the date of the written notice of termination or the date of expiration of this Agreement. 8.5.Termination Due To Lack of Funding.This Agreement is subject to the condition precedents that:(i)City funds are available,appropriated and budgeted,for the Services annually for each year of the Term;(ii)the City secures and obtains any necessary proceeds,grants or loans for the accomplishment of the Services pursuant to any borrowing legislation adopted by the City Commission relative to the Services;and (iii) the City Commission enacts legislation or other necessary resolutions,which awards and authorizes the execution of this Agreement and the annual appropriation and budgeting for the Services.The City represents to Consultant that the City has adopted a resolution authorizing execution of this Agreement,if required by applicable law. City of South Miami,FL 3 of 19 9.Insurance. 9.1.Consultant shall secure and maintain throughout the duration of this Agreement 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 Consultant’s insurance and shall not contribute to the Consultant’s insurance.The insurance coverages shall include at a minimum the amounts set forth in this section and may be increased by the City as it deems necessary or prudent. 9.1.1.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 Consultant.The General Aggregate Liability limit and the Products/Completed Operations Liability Aggregate limit shall be in the amount of $2,000,000 each. 9.1.2.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,subcontractor or agent of the Consultant shall be allowed to provide Services pursuant to this Agreement who is not covered by Worker’s Compensation insurance.In order for this requirement to be waived,Consultant must provide proof of exemption from such laws.Information regarding eligibility for an exemption from the State of Florida Workers’Compensation Law is available at: https://www.myfloridacfo.com/Division/wc/PublicationsFormsManualsReports/Bro chures/Key-Coverage-and-Eligibility.pdf. Exemptions may be applied for online through the Florida Department of Financial Services,Division of Workers’Compensation at: https://www.mvfloridacfo.com/Division/wc/Employer/Exemptions/default.htm. 9.1.3.Business Automobile Liability with minimum limits of $1,000,000 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 Hired,and Non-Owned Vehicles. 9.1.4.Professional Liability Insurance in an amount of not less than One Million Dollars ($1,000,000.00)per occurrence,single limit.If Professional Liability Insurance is required,the City shall select this box:(3. City of South Miami,FL 4ofl9 9.2.Certificate of Insurance.Certificates of Insurance shall be provided to the City, reflecting the City as an Additional Insured (except with respect to Professional Liability Insurance and Worker’s Compensation Insurance),no later than ten (10)days after award of this Agreement and prior to the execution of this Agreement by City and prior to commencing Services.Each 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.The Consultant shall be responsible for assuring that the insurance certificates required by this Section remain in full force and effect for the duration of this Agreement,including any extensions or renewals that may be granted by the City.The Certificates of Insurance shall not only name the types of policy(ies)provided,but also shall refer specifically to this Agreement and shall state that such insurance is as required by this Agreement.The City reserves the right to inspect and return a certified copy of such policies,upon written request by the City.If a policy is due to expire prior to the completion of the Services,renewal Certificates of Insurance shall be furnished thirty (30) calendar days prior to the date of their policy expiration.Each policy certificate shall be endorsed with a provision that not less than thirty (30)calendar days’written notice shall be provided to the City before any policy or coverage is cancelled or restricted. Acceptance of the Certificate(s)is subject to approval of the City. 9.3.Additional Insured.Except with respect to Professional Liability Insurance and Worker’s Compensation Insurance,the City is to be specifically included as an Additional Insured for the liability of the City resulting from Services performed by or on behalf of the Consultant in performance of this Agreement.The Consultant’s insurance,including that applicable to the City as an Additional Insured,shall apply on a primary basis and any other insurance maintained by the City shall be in excess of and shall not contribute to the Consultant’s insurance.The Consultant’s insurance shall contain a severability of interest provision providing that,except with respect to the total limits of liability,the insurance shall apply to each Insured or Additional Insured (for applicable policies)in the same manner as if separate policies had been issued to each. 9.4.Deductibles.All deductibles or self-insured retentions must be declared to and be reasonably approved by the City.The Consultant shall be responsible for the payment of any deductible or self-insured retentions in the event of any claim. 9.5.The provisions of this section shall survive termination of this Agreement 10.Nondiscrimination.During the term of this Agreement,Consultant shall not discriminate against any of its employees or applicants for employment because of their race,color,religion, sex,or national origin,and will abide by all Federal and State laws regarding nondiscrimination. 11.Attorney’s Fees and Waiver of Jury Trial. 11.1.In the event of any litigation arising out of this Agreement,the prevailing party shall be entitled to recover its attorneys’fees and costs,including the fees and expenses of any paralegals,law clerks and legal assistants,and including fees and expenses charged for representation at both the trial and appellate levels. City of South Miami,FL 5 of 19 11.2.IN THE EVENT OF ANY LITIGATION ARISING OUT OF THIS AGREEMENT,EACH PARTY HEREBY KNOWINGLY,IRREVOCABLY, VOLUNTARILY AND INTENTIONALLY WAIVES ITS RIGHT TO TRIAL BY JURY. 12.Indemnification. 12.1.Consultant shall indemnify and hold harmless the City,its officers,agents and employees,from and against any and all demands,claims,losses,suits,liabilities,causes of action,judgment or damages,arising from Consultant’s performance or non¬ performance of any provision of this Agreement,including,but not limited to,liabilities arising from contracts between the Consultant and third parties made pursuant to this Agreement.Consultant shall reimburse the City for all its expenses including reasonable attorneys’fees and costs incurred in and about the defense of any such claim or investigation and for any judgment or damages arising from Consultant’s performance or non-performance of this Agreement. 12.2.Nothing herein is intended to serve as a waiver of sovereign immunity by the City nor shall anything included herein be construed as consent to be sued by third parties in any matter arising out of this Agreement or any other contract.The City is subject to section 768.28,Florida Statutes,as may be amended from time to time. 12.3.The provisions of this section shall survive termination of this Agreement. 13.Notices/Anthorized Representatives.Any notices required by this Agreement shall be in writing and shall be deemed to have been properly given if transmitted by hand-delivery,by registered or certified mail with postage prepaid return receipt requested,or by a private postal service,addressed to the parties (or their successors)at the addresses listed on the signature page of this Agreement or such other address as the party may have designated by proper notice. 14.Governing Law and Venue.This Agreement shall be construed in accordance with and governed by the laws of the State of Florida.Venue for any proceedings arising out of this Agreement shall be proper exclusively in Miami-Dade County,Florida. 15.Entire Agreement/Modification/Amendment. 15.1.This writing contains the entire Agreement of the parties and supersedes any prior oral or written representations.No representations were made or relied upon by either party,other than those that are expressly set forth herein. 15.2.No agent,employee,or other representative of either party is empowered to modify or amend the terms of this Agreement,unless executed with the same formality as this document. City of South Miami,FL 6 of 19 16.Ownership and Access to Records and Audits. 16.1.Consultant acknowledges that all inventions,innovations,improvements, developments,methods,designs,analyses,drawings,reports,compiled information,and all similar or related information (whether patentable or not)which relate to Services to the City which are conceived,developed or made by Consultant during the term of this Agreement (“Work Product”)belong to the City.Consultant shall promptly disclose such Work Product to the City and perform all actions reasonably requested by the City (whether during or after the term of this Agreement)to establish and confirm such ownership (including,without limitation,assignments,powers of attorney and other instruments). 16.2.Consultant agrees to keep and maintain public records in Consultant’s possession or control in connection with Consultant’s performance under this Agreement.The City Manager or her designee shall,during the term of this Agreement and for a period of three (3)years from the date of termination of this Agreement,have access to and the right to examine and audit any records of the Consultant involving transactions related to this Agreement.Consultant additionally agrees to comply specifically with the provisions of Section 1 19.0701,Florida Statutes.Consultant shall ensure that public records that are exempt or confidential and exempt from public records disclosure requirements are not disclosed,except as authorized by law,for the duration of the Agreement,and following completion of the Agreement until the records are transferred to the City. 16.3.Upon request from the City’s custodian of public records,Consultant shall provide the City with a copy of the requested records or allow the records to be inspected or copied within a reasonable time at a cost that does not exceed the cost provided by Chapter 119, Florida Statutes,or as otherwise provided by law. 16.4.Unless otherwise provided by law,any and all records,including but not limited to reports,surveys,and other data and documents provided or created in connection with this Agreement are and shall remain the property of the City. 16.5.Upon completion of this Agreement or in the event of termination by either party, any and all public records relating to the Agreement in the possession of the Consultant shall be delivered by the Consultant to the City Manager,at no cost to the City,within seven (7)days.All such records stored electronically by Consultant shall be delivered to the City in a format that is compatible with the City’s information technology systems. Once the public records have been delivered upon completion or termination of this Agreement,the Consultant shall destroy any and all duplicate public records that are exempt or confidential and exempt from public records disclosure requirements. 16.6.Any compensation due to Consultant shall be withheld until all records are received as provided herein. 16.7.Consultant’s failure or refusal to comply with the provisions of this section shall result in the immediate termination of this Agreement by the City. City of South Miami,FL 7 of 19 16.8.Notice Pursuant to Section 119.0701(2)(a),Florida Statutes.IF THE CONSULTANT HAS QUESTIONS REGARDING THE APPLICATION OF CHAPTER 119,FLORIDA STATUTES,TO THE CONSULTANT’S DUTY TO PROVIDE PUBLIC RECORDS RELATING TO THIS AGREEMENT,CONTACT THE CUSTODIAN OF PUBLIC RECORDS:NKENGA “NIKKI”PAYNE ,CMC,FCRM, 6130 Sunset Drive,South Miami,Florida 33143,305-663-6340, npayne@southmiamifl.gov. 17.Nonassignability.This Agreement shall not be assignable by Consultant unless such assignment is first approved by the City Manager.The City is relying upon the apparent qualifications and expertise of die Consultant,and such firm’s familiarity with the City’s area, circumstances and desires. 18.Severability.If any term or provision of this Agreement shall to any extent be held invalid or unenforceable,the remainder of this Agreement shall not be affected thereby,and each remaining term and provision of this Agreement shall be valid and be enforceable to the fullest extent permitted by law. 19.Independent Contractor.The Consultant and its employees,volunteers and agents shall be and remain an independent contractor and not an agent or employee of the City with respect to all of the acts and services performed by and under the terms of this Agreement.This Agreement shall not in any way be construed to create a partnership,association or any other kind of joint undertaking,enterprise or venture between the parties. 20.Compliance with Laws.The Consultant shall comply with all applicable laws,ordinances, rules,regulations,and lawful orders of public authorities in carrying out Services under this Agreement,and in particular shall obtain all required permits from all jurisdictional agencies to perform the Services under this Agreement at its own expense. 21.Waiver.The failure of either party to this Agreement to object to or to take affirmative action with respect to any conduct of the other which is in violation of the terms of this Agreement shall not be construed as a waiver of the violation or breach,or of any future violation,breach or wrongful conduct. 22.Survival of Provisions.Any terms or conditions of either this Agreement that require acts beyond the date of the term of the Agreement,shall survive termination of the Agreement, shall remain in full force and effect unless and until the terms or conditions are completed and shall be fully enforceable by either party. 23.Prohibition of Contingency Fees.The Consultant warrants that it has not employed or retained any company or person,other than a bona fide employee working solely for the Consultant,to solicit or secure this Agreement,and that it has not paid or agreed to pay any person(s),company,corporation,individual or firm,other than a bona fide employee working solely for the Consultant,any fee,commission,percentage,gift,or any other consideration, contingent upon or resulting from the award or making of this Agreement. City of South Miami,FL 8 of 19 24.State Required Affidavits.By entering into this Agreement,the Consultant agrees to review and comply with the following state affidavit requirements: 24.1.Public Entity Crimes Affidavit.Consultant shall comply with Section 287.133, Florida Statutes (Public Entity Crimes Statute),notification of which is hereby incorporated herein by reference,including execution of any required affidavit. 24.2.Scrutinized Companies.Consultant certifies that it is not on the Scrutinized Companies that Boycott Israel List or engaged in a boycott of Israel.Pursuant to section 287.135,Florida Statues,the City may immediately terminate this Agreement at its sole option if the Consultant is found to have submitted a false certification;or if the Consultant is placed on the Scrutinized Companies that Boycott Israel List or is engaged in the boycott of Israel during the term of the Agreement.If this Agreement is for more than one million dollars,the Consultant certifies that it is also not on the Scrutinized Companies with Activities in Sudan,Scrutinized Companies with Activities in the Iran Terrorism Sectors List,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, Florida Statutes.Pursuant to Section 287.135,Florida Statutes,the City may immediately terminate this Agreement at its sole option if the Consultant is found to have submitted a false certification;or if the Consultant is placed on the Scrutinized Companies with Activities in Sudan List,Scrutinized Companies with Activities in the Iran Terrorism Sectors List,Scrutinized Companies with Activities in Iran Petroleum Energy Sector List, or engaged with business operations in Cuba or Syria during the term of the Agreement. 24.3.E-Verify Affidavit.In accordance with Section 448.095,Florida Statutes,the City requires all contractors doing business with the City to register with and use the E-Verify system to verify the work authorization status of all newly hired employees.The City will not enter into a contract unless each party to the contract registers with and uses the E- Verify system.The contracting entity must provide of its proof of enrollment in E-Verify. For instructions on how to provide proof of the contracting entity’s participation/enrollmcnt in E-Vcrify,please visit:https://www.e-verify.gov/faq/how-do- i-provide-proof-of-mY-participationenrollment-in-e-verify.By entering into this Agreement,the Consultant acknowledges that it has read Section 448.095,Florida Statutes;will comply with the E-Vcrify requirements imposed by Section 448.095,Florida Statutes,including but not limited to obtaining E-Verify affidavits from subcontractors; and has executed the required affidavit attached hereto and incorporated herein. 24.4.Noncoercive Conduct Affidavit.Pursuant to Section 787.06,Florida Statutes,a nongovernmental entity executing,renewing,or extending a contract with a governmental entity is required to provide an affidavit,signed by an officer or a representative of the nongovernmental entity under penalty of perjury,attesting that the nongovernmental entity does not use coercion for labor or services as defined in Section 787.06(2)(a), Florida Statutes.By entering into this Agreement,the Consultant acknowledges that it has read Section 787.06,Florida Statutes,and will comply with the requirements therein,and has executed the required affidavit attached hereto and incorporated herein. City of South Miami,FL 9 of 19 24.5.Prohibition on Contracting with Entities of Foreign Concern.Pursuant to Section 287.138,Florida Statutes (which is expressly incorporated herein by reference),a governmental entity may not knowingly enter into a contract with an entity which would give access to an individual’s persona!identifying information if (a)the entity is owned by the government of a foreign country of concern;(b)the government of a foreign country of concern has a controlling interest in the entity;or (c)the entity is organized under the laws of or has its principal place of business in a foreign country of concern.By entering into this Agreement,the Consultant acknowledges that it has read Section 287.138,Florida Statutes,and complies with the requirements therein,and has executed the required affidavit attached hereto and incorporated herein. 25.Counterparts.This Agreement may be executed in several counterparts,each of which shall be deemed an original and such counterparts shall constitute one and the same instrument. 26.Conflicts;Order of Priority.This document without exhibits is referred to as the “Base Agreement.”In the event of a conflict between the terms of this Agreement and any exhibits or attachments hereto,or any documents incorporated herein by reference,the conflict shall be resolved in the following order of priorities and the more stringent criteria for performance of the Services shall apply: 26.1.First Priority:Base Agreement; 26.2.Second Priority:the RFP; 26.3.Third Priority:Exhibit A -Scope of Services;and 26.4.Fourth Priority:Exhibit B -Proposal. 27.Non-Exclusive Agreement.The City reserves the right to procure or acquire the same or similar services from another provider while this Agreement is in full force and effect. [Remainder of page intentionally left blank. Signature pages follow.] City of South Miami,FL 10 of 19 Approved as to Form and Legal Sufficiency: Addresses for Notice: City of South Miami Attn:Genaro “Chip”Iglesias,City Manager City of South Miami 6130 Sunset Drive South Miami,FL 33143 305-(telephone) ciglesias@southmiamifl.gov(email) With a copy to: Weiss Serota Helfman Cole &Bierman,P.L. Attn:Lillian Arango and Tony Recio,Esq. City of South Miami City Attorney 2800 Ponce de Leon Boulevard,12,h Floor Coral Gables,FL 33134 larango@wsh-law.com (email) trecio@wsh-law.com (email) Addresses for Notice: Capital City Consulting,L.L.C Jared Rosenstein 124 W.Jefferson Street Tallahassee,FL 32301 (telephone) Jared@CCCFIa.com (email) With a copy to: (telephone) (email) City of South Miami,FL 11 of 19 E-VERIFY AFFIDAVIT In accordance with Section 448.095,Florida Statutes,the City requires all contractors doing business with the City to register with and use the E-Verify system to verify the work authorization status of all newly hired employees.The City will not enter into a contract unless each party to the contract registers with and uses the E-Verify system. The contracting entity must provide of its proof of enrollment in E-Verify.For instructions on how to provide proof of the contracting entity's participation/enrollment in E-Verify,please visit:https://www.e- verify.gov/faq/how-do-i-Drovide-Droof-of-mv-DarticiDationemollment-in-e-veriiv By signing below,the contracting entity acknowledges that it has read Section 448.095,Florida Statutes and will comply with the E-Verify requirements imposed by it,including but not limited to obtaining E- Verify affidavits from subcontractors. I?f Check here to confirm proof of enrollment in E-Verify has been attached to this Affidavit. In the presence of: Witness #2 Print Name:Tttle:\k^r \rEntityName: ACKNOWLEDGMENT County of The foregoing ins^yment was adaiowledged before me by means ofllpjphysical presence or online notarization,this VS day of 20e^X.by_5c!S£-— (name of nersonl asuvrXyf jf*_(type of authority")forOf^v^pX CaXCgW.X c^fname of party on behalf of whom instrument is executetfy^^^^1 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 14 MY COMMISSION8 HH 692390 EXPIRES:November 19.2028 City of South Miami 12 of 19 E-Verify Affidavit B An official website of the United States government Here’s how you know EVerify M y ('mpany A<:cou 1 1 i Menu = My Company Profile Company Information Company Name Capital City Consulting Company ID 1841743 Employer Identification Number (EIN) 010759013 DUNS Number 164600376 NAICS Code 541 Subsector Professional,Scientific,and Technical Services Doing Business As (DBA)Name Enrollment Date Jun 04,2022 Unique Entity Identifier (UEI) Total Number of Employees 20 to 99 Sector Professional,Scientific,and Technical Services Edit Company Information Employer Category Employer Category None of these categories apply Edit Employer Category Company Addresses Hiring Sites Physical Address 124 W Jefferson Street Tallahassee,FL 32301 Mailing Address 124 W Jefferson Street Tallahassee,FL 32301 Edit Company Addresses Number of Sites 1 Edit Hiring Sites Company Access and MOU My Company is configured to:Memorandum of Understanding Verify Its Own Employees View Current MOU U.S,Department of Homeland Security U.S.Citizenship and Immigration Services AFFIDAVIT ATTESTING TO NONCOERCIVE CONDUCT FOR LABOR OR SERVICES Effective July 1,2024,Section 787.06,Florida Statutes,a nongovernmental entity executing,renewing,or extending a contract with a governmental entity is required to provide an affidavit,signed by an officer or a representative of the nongovernmental entity under penalty of perjury,attesting that the nongovernmental entity does not use coercion for labor or services as defined in Section 787.06(2)(a),Florida Statutes. By signing below,Ihereby affirm under penalty of perjury that: 1.Ihave read Section 787.06,Florida Statutes,and understand that this affidavit is provided in compliance with the requirement that,upon execution,renewal,or extension of a contract between a nongovernmental entity and a governmental entity,the nongovernmental entity must attest to the absence of coercion in labor or services. 2.Iam an officer or representative of Capital City Consulting .a nongovernmental entity. 3.Capital City Consulting does not use coercion for labor or services as defined in the relevant section of the law. In the presence of:Under penalties of perjury,I declare that I have read the foregoing and the facts stated in OATH OR AFFIRMATION State of Florida County of V-tOO ce or online notarization. (name of party on behalf of whom instrument is executed) Notary Public (Print,Stamp,or Type Commissioned) Sworn to (or affirmed)and subscribed before( this V^dau of 20, &BREANNAHL.GOODSON MY COMMISSION 592390 EXPIRES:November 19,2028 Personally known to me;or Produced identification (Type of Identification:.Did take an oath;or Did not take an oath Noncoercive Conduct for Labor or Services AffidavitChyofSouthMiami 13 ofl9 AFFIDAVIT REGARDING PROHIBITION ON CONTRACTING WITH ENTITIES OF FOREIGN COUNTRIES OF CONCERN Pursuant to Section 287.138,Florida Statutes (which is expressly incorporated herein by reference),a governmental entity may not knowingly enter into a contract with an entity which would give access to an individual’s personal identifying information if (a)the entity is owned by ethe government of a foreign country of concern;(b)the government of a foreign country of concern has a controlling interest in the entity;or (c)the entity is organized under the laws of or has its principal place of business in a foreign country of concern. This affidavit must be completed by an officer or representative of an entity submitting a bid,proposal,or reply to,or entering into,renewing,or extending,a contract with a governmental entity which would grant the entity access to an individual’s personal identifying infonnatlon. 1.Capital City Consulting,LLC (“entity”)does not meet any of the criteria in paragraphs (2)(a)-(c)of Section 287.138,F.S. In the presence of:Under penalties of perjury,I declare that I have read the foregoing and the facts stated in ;ence or online notarization,(or affirmed)an4 subscribed beforeme of20 (type of authority) (name of party on behalf of whom instrument is executed). Notary Public this y^davtof person)as Vj Personally known to me;orV'Produced identification (Type .Did take an oath;or Did not take an oath Commissioned) of Identification: BREANNAHL GOODSON$MY COMMISSION #HM 692880 EXPIRES:Novaodter 19,2028 Civ of South Miami Prohibition on Contracting with Entities of Countries of Foreign Concern 14 of 19 EXHIBIT A SCOPE OF SERVICES,SPECIFICATIONS,AND REQUIREMENTS 1.1 DESCRIPTION: The City of South Miami is issuing a Request for Proposals (RFP)to solicit a qualified state lobbyist firm(s)that can successfully represent our community’s interests and serve as our advocate with the State government and across the South Florida region. 1.2 INTRODUCTION: The City of South Miami invites proposals from qualified State lobbyists to advocate for our community's interests and to address pressing legislative,funding and administrative requirements.The City encompasses approximately 2.5 square miles and includes a population of 12,026,according to the 2020 Census.As per Bureau of Economic &Business Research at UF,the most recent City Population count for 2023 was 1 1,981.This is the number which will be used for State Revenue Sharing calculations. The City’s economy is greatly influenced by the economic condition of the entire Miami- Dade County.The major businesses in the City are service-oriented,with the health care industry professional services,restaurant and retail shops,and education and administrative services being the main employers.Below is the breakdown of businesses within the City by category: SECTOR *INDUSTRY BY CLASS OF WORKER ESTIMATE Construction 294 Manufacturing 308 Wholesale trade 256 Retail trade 310 Transportation and Warehousing,and Utilities 357 Information 186 Finance and Insurance,and Real Estate,and Rental and Leasing 363 Professional,Scientific,Management &Admin,and Waste Management Services 896 Educational Services,and Health Care and Social Assistance 1,418 Arts,Entertainment,and Recreation,and Accommodation and Food Services 602 Other Services,Except Public Administration 285 Public Administration 335 TOTAL FOR ALL SECTORS 5,610 Source:U.S.Census Bureau 2010 Form S2407 -Industry by Class of Work for the Civilian Employed Population 16-Years and Over *Information is based on data from year 2010.The Census data for year 2020 is not available as if the date of this report. It is within this context that the City of South Miami seeks a skilled and dedicated State regional lobbyist firm(s)to advocate for our community's unique priorities and foster collaborative solutions to enhance the resilience and well-being of all residents of the City.. City of South Miami IS of 19 Exhibit A Scope of Services The lobbyist firm will work with the City Manager and/or designee to identify and represent legislative,coordination and funding priorities for the City.As directed by the City Manager,and/or designee,the firm will serve as a consistent and effective primary point of contact between the City and State officials and legislators. The City requires services with an emphasis on producing measurable results in achieving state funding and/or legislative and executive action favorable or protective to the City.The City seeks a well-informed lobbyist firm,capable of providing timely and frequent information to the City on the interests,priorities,and other issues and decisions (listed below)at the State level that may affect the City.The successful firm will have a strong background on issues of importance to the City and will be able to demonstrate unique relationships with members of the Legislature and others representing the City. The lobbyist firm will agree to be always available upon reasonable request to meet with the City Commission,City staff,and others as specified to perform the responsibilities assigned. To attend meetings,represent the interests of the City,and act as liaison between the City and all branches,departments,and agencies of the State government,at any legislative committee meeting or meetings with the Governor,or Department or State agencies,as well as regional agencies,universities,school boards and federal-related agencies,if necessary,on matters under the scope of this Request for Proposal (RFP).It is expected that the successful firm will review and understand the Agendas of the House and Senate leaders to assist the City to strategically seek monetary funds and policy change. Although legal opinions are not required as a part of the firm responsibilities,the City will expect the firm to understand applicable laws and proposals under consideration by the administrative agencies or the Legislators or their committees,and the firm shall be expected to have the ability to interpret legal implications and advise the City accordingly. The lobbyist firm is also expected to monitor proposals and activities in meetings regarding State administrative and agency hearings.This would include a review of the agendas and providing notification to the City as pertinent issues arise.The firm would also be expected to report the outcome of such meetings within two (2)business days.The firms should be prepared to lobby committee members prior to and during these meetings to accomplish the City’s desired positions. The Scope of Services to be provided to the City shall include: 1.3 STATE LEGISLATIVE AND ADVOCACY SUPPORT REQUIREMENTS: 1.Collaborate with City officials and subject matter experts to develop and execute a recurring and annual State legislative action plan to represent and support the City of South Miami’s priorities and interests with key State legislators,relevant committee chairs and influential legislators,relevant State agencies,related organizations,and the Governor’s Office. 2.Facilitate regular meetings with key State legislators,the Governor’s office,and State agency officials to strengthen relationships and maintain support for the City’s current City of South Miami 16 of 19 Exhibit A Scope of Services and projected priorities and interests. 3.Provide consultation and advice to the City in identifying,defining,and pursuing its annual State legislation and appropriations requirements and requests. 4.Provide expertise and help outline the City’s tactics and techniques to implement the pursuit of its annual State legislation and appropriations requests in a professional and image conscious manner. 5.Assist the City in developing and submitting convincing,accurate and timely State legislative request documents and related communications.Ensure items are introduced and presented to City’s representatives and key State leadership early in the legislative process and at critical timelines throughout the legislative session. 6.Facilitate,coach and prepare the City for meetings and communications with relevant State legislators,their staff,committee members and leadership to effectively guide City legislative requests throughout the State legislative session. 7.Represent and advocate for the City’s priorities and interests throughout the year by collaborating with key State legislators and State agency staff.Particularly focus efforts during the State legislative session to facilitate access and influence on desired outcomes for the City. 8.Monitor and provide regular updates on the progress of State legislation,regulatory and appropriations actions that may affect the City’s priorities and interests.Inform and assist the City in making necessary tactical or technical moves and/or changes to influence desired outcomes for the City. 9.Provide general advice,suggested strategies,and research relating to issues important to the City of South Miami’s State level legislation,regulatory and appropriations priorities and interests. 10.Facilitate programmatic,grant,and technical support coordination with relevant State agencies. 11.Seek and coordinate grant funding opportunities applicable to the City.This includes identifying relevant State grant programs and advocating for the City’s eligibility and alignment with grant criteria. 1.3.1.Topics of Interest:To help develop your approach plan,consider these priorities and interests to drive advocacy efforts in support of the City of South Miami.Although not inclusive,they provide a view into the most critical issues facing our community: •Traffic and multi-modal mobility and safety •Resilient infrastructure •Sea-level rise Exhibit A Scope of ServicesCityofSouthMiami 17 of 19 PROFESSIONAL SERVICES AGREEMENT BETWEEN CITY OF SOUTH MIAMI,FLORIDA AND RUBIN,TURNBULL &ASSOCIATES,INC. THIS AGREEMENT (this “Agreement”)is made effective as of beeerfA 2024 (the “Effective Date”),by and between CITY OF SOUTH MIAMI,FLORIDA,a Florida municipal corporation,(the “City”)and RUBIN,TURNBULL &ASSOCIATES,INC.,a Florida profit corporation. WHEREAS,the City is in need of State of Florida Lobbying Services,as set forth in the Scope of Services attached hereto as Exhibit “A”;and WHEREAS,on September 24,2024,the City of South Miami (the “City”)issued Request for Proposals (“RFP”)No.CSM2024-1 1 for the “Services”,which RFP is incorporated as though fully set forth herein by this reference;and WHEREAS,the Consultant submitted a proposal,attached hereto as Exhibit “B,”to perform the Services in an amount not to exceed $50,000 annually;and WHEREAS,on December 10,2024,the City Commission adopted Resolution No.186- 24-16291,selecting the Consultant on a non-cxchisive basis and authorizing the City Manager to negotiate and execute this Agreement with the Consultant in an amount not to exceed $50,000 annually for a two-year term,with one two-year renewal option;and WHEREAS,the City desires to engage the Consultant to perform the Services and provide the deliverables as specified below. NOW,THEREFORE,in consideration of the mutual covenants and conditions contained herein,the City and the Consultant agree as follows: 1.Scope of Services. 1.1.Consultant shall provide the Services on a non-cxchisive basis as set forth in the Scope of Servies attached hereto as Exhibit “A”and the Proposal attached hereto as Exhibit “B.” The Services shall conform to the requirements of the RFP. 1.2.Consultant shall furnish all reports,documents,and information obtained pursuant to this Agreement,and recommendations during the term of this Agreement (hereinafter “Deliverables”)to the City. 2.Term/Commencement Date. 2.1.The term of this Agreement shall be from the Effective Date and continue for a period of two (2)years,unless earlier terminated in accordance with Paragraph 8.Additionally,the City ofSouth Miami,FL lof 19 City Manager may renew this Agreement for one additional two-year term on the same terms as set forth herein upon written notice to the Consultant. 2.2.Consultant agrees that time is of the essence and Consultant shall complete the Services within the term of this Agreement,unless extended by the City Manager. 3.Compensation and Payment. 3.1.Consultant shall be compensated in an amount not to exceed S50,000 annually in accordance with the Proposal attached hereto as Exhibit “B.” 3.2.Consultant shall deliver an invoice to City no more often than once per month detailing Services completed and the amount due to Consultant under this Agreement.Fees shall be paid in arrears each month,pursuant to Consultant’s invoice.The City shall pay the Consultant in accordance with the Florida Prompt Payment Act after approval and acceptance of the Services by the City Manager. 4.Subconsultants. 4.1.The Consultant shall be responsible for all payments to any subconsultants and shall maintain responsibility for all work related to the Services. 4.2.Consultant may only utilize the services of a particular subconsultant with the prior written approval of the City Manager,which approval may be granted or withheld in the City Manager’s sole and absolute discretion. S.City’s Responsibilities. 5.1.City shall make available any maps,plans,existing studies,reports,staff and representatives,and other data pertinent to the Services and in possession of the City,and provide criteria requested by Consultant to assist Consultant in performing the Services. 5.2.Upon Consultant’s request,City shall reasonably cooperate in arranging access to public information that may be required for Consultant to perform the Services. 6.Consultant’s Responsibilities;Representations and Warranties. 6.1.The Consultant shall exercise the same degree of care,skill and diligence in the performance of the Services as is ordinarily provided by a consultant under similar circumstances.If at any time during the term of this Agreement or within two (2)years from the completion of this Agreement,it is determined that the Consultant’s Deliverables or Services are incorrect,not properly rendered,defective,or fail to conform to City requests,the Consultant shall at Consultant’s sole expense,immediately correct its Deliverables or Services. 6.2.The Consultant hereby warrants and represents that at all times during the tenn of this Agreement it shall maintain in good standing all required licenses,certifications and permits required under Federal,State and local laws applicable to and necessary to perform the City of South Miami,FL 2 of 19 Services for City as an independent contractor of the City.Consultant further warrants and represents that it has the required knowledge,expertise,and experience to perform the Services and carry out its obligations under this Agreement in a professional and first class manner. 6.3.The Consultant represents that is an entity validly existing and in good standing under the laws of Florida.The execution,delivery and performance of this Agreement by Consultant have been duly authorized,and this Agreement is binding on Consultant and enforceable against Consultant in accordance with its terms.No consent of any other person or entity to such execution,delivery and performance is required. 7.Conflict of Interest. 7.1.To avoid any conflict of interest or any appearance thereof.Consultant shall not,for the term of this Agreement,provide any consulting services to any private sector entities (developers,corporations,real estate investors,etc.),with any current,or foreseeable, adversarial issues in the City. 8.Termination. 8.1.The City Manager,without cause,may terminate this Agreement upon five (5)calendar days’written notice to the Consultant,or immediately with cause. 8.2.Upon receipt of the City's written notice of termination,Consultant shall immediately stop work on the Services unless directed otherwise by the City Manager. 8.3.In the event of termination by the City,the Consultant shall be paid for all Services accepted by the City Manager up to the date of termination,provided that the Consultant has first complied with the provisions of Paragraph 8.4. 8.4.The Consultant shall transfer all books,records,reports,working drafts,documents,maps, and data pertaining to the Services and the project to the City,in a hard copy and electronic format within fourteen (14)days from the date of the written notice of termination or the date of expiration of this Agreement. 8.5.Termination Due To Lack of Funding.This Agreement is subject to the condition precedents that:(i)City funds are available,appropriated and budgeted,for the Services annually for each year of the Term;(ii)the City secures and obtains any necessary proceeds,grants or loans for the accomplishment of the Services pursuant to any borrowing legislation adopted by the City Commission relative to the Services;and (iii) the City Commission enacts legislation or other necessary resolutions,which awards and authorizes the execution of this Agreement and the annual appropriation and budgeting for the Services.The City represents to Consultant that the City has adopted a resolution authorizing execution of this Agreement,if required by applicable law. 9.Insurance. City of South Miami,FLi i i 3 of 19 9.1.Consultant shall secure and maintain throughout the duration of this Agreement 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 Consultant’s insurance and shall not contribute to the Consultant’s insurance.The insurance coverages shall include at a minimum the amounts set forth in this section and may be increased by the City as it deems necessary or prudent. 9.1.1.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 Consultant.The General Aggregate Liability limit and the Products/Complctcd Operations Liability Aggregate limit shall be in the amount of $2,000,000 each. 9.1.2.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(ics)must include Employer’s Liability with minimum limits of $1,000,000.00 each accident.No employee,subcontractor or agent of the Consultant shall be allowed to provide Services pursuant to this Agreement who is not covered by Worker’s Compensation insurance.In order for this requirement to be waived,Consultant must provide proof of exemption from such laws.Information regarding eligibility for an exemption from the State of Florida Workers’Compensation Law is available at: https.7/www.myfloridacfo.com/Division/wc/PublicationsFormsManualsReports/Bro chures/Key-Coverage-and-Eligibility.pdf. Exemptions may be applied for online through the Florida Department of Financial Services,Division of Workers’Compensation at: httDs://www.mvfloridacfo.com/Division/wc/Employcr/Exemptions/dcfault.htm. 9.1.3.Business Automobile Liability with minimum limits of $1,000,000 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 Hired,and Non-Owned Vehicles. 9.1.4.Professional Liability Insurance in an amount of not less than One Million Dollars ($1,000,000.00)per occurrence,single limit.If Professional Liability Insurance is required,the City shall select this box:®. 9.2.Certificate of Insurance.Certificates of Insurance shall be provided to the City, reflecting the City as an Additional Insured (except with respect to Professional Liability City ofSoulh Miami,FL 4 of 19 Insurance and Worker’s Compensation Insurance),no later than ten (10)days after award of this Agreement and prior to the execution of this Agreement by City and prior to commencing Services.Each 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.The Consultant shall be responsible for assuring that the insurance certificates required by this Section remain in full force and effect for the duration of this Agreement,including any extensions or renewals that may be granted by the City.The Certificates of Insurance shall not only name the types of policy(ies)provided,but also shall refer specifically to this Agreement and shall state that such insurance is as required by this Agreement.The City reserves the right to inspect and return a certified copy of such policies,upon written request by the City.If a policy is due to expire prior to the completion of the Services,renewal Certificates of Insurance shall be furnished thirty (30) calendar days prior to the date of their policy expiration.Each policy certificate shall be endorsed with a provision that not less than thirty (30)calendar days’written notice shall be provided to the City before any policy or coverage is cancelled or restricted. Acceptance of the Ccrtificate(s)is subject to approval of the City. 9.3.Additional Insured.Except with respect to Professional Liability Insurance and Worker’s Compensation Insurance,the City is to be specifically included as an Additional Insured for the liability of the City resulting from Services performed by or on behalf of the Consultant in performance of this Agreement.The Consultant’s insurance,including that applicable to the City as an Additional Insured,shall apply on a primary basis and any other insurance maintained by the City shall be in excess of and shall not contribute to the Consultant’s insurance.The Consultant’s insurance shall contain a severability of interest provision providing that,except with respect to the total limits of liability,the insurance shall apply to each Insured or Additional Insured (for applicable policies)in the same manner as if separate policies had been issued to each. 9.4.Deductibles.All deductibles or self-insured retentions must be declared to and be reasonably approved by the City.The Consultant shall be responsible for the payment of any deductible or self-insured retentions in the event of any claim. 9.5.The provisions of this section shall survive termination of this Agreement. 10.Nondiscrimination.During the term of this Agreement,Consultant shall not discriminate against any of its employees or applicants for employment because of their race,color,religion, sex,or national origin,and will abide by all Federal and State laws regarding nondiscrimination. 1 1.Attorney’s Fees and Waiver of Jury Trial. 11.1.In the event of any litigation arising out of this Agreement,the prevailing party shall be entitled to recover its attorneys’fees and costs,including the fees and expenses of any paralegals,law clerks and legal assistants,and including fees and expenses charged for representation at both the trial and appellate levels. City ot South Miami,FL Soft? 11.2.IN THE EVENT OF ANY LITIGATION ARISING OUT OF THIS AGREEMENT,EACH PARTY HEREBY KNOWINGLY,IRREVOCABLY, VOLUNTARILY AND INTENTIONALLY WAIVES ITS RIGHT TO TRIAL BY JURY. 12.Indemnification. 12.1.Consultant shall indemnify and hold harmless the City,its officers,agents and employees,from and against any and all demands,claims,losses,suits,liabilities,causes of action,judgment or damages,arising from Consultant's performance or non¬ performance of any provision of this Agreement,including,but not limited to,liabilities arising from contracts between the Consultant and third parties made pursuant to this Agreement.Consultant shall reimburse the City for all its expenses including reasonable attorneys'fees and costs incurred in and about the defense of any such claim or investigation and for any judgment or damages arising from Consultant’s performance or non-performance of this Agreement. 12.2.Nothing herein is intended to serve as a waiver of sovereign immunity by the City nor shall anything included herein be construed as consent to be sued by third parties in any matter arising out of this Agreement or any other contract.The City is subject to section 768.28,Florida Statutes,as may be amended from time to time. 12.3.The provisions of this section shall survive termination of this Agreement. 13.Notices/Authorized Representatives.Any notices required by this Agreement shall be in writing and shall be deemed to have been properly given if transmitted by hand-delivery,by registered or certified mail with postage prepaid return receipt requested,or by a private postal service,addressed to the parties (or their successors)at the addresses listed on the signature page of this Agreement or such other address as the party may have designated by proper notice. 14.Governing Law and Venue.This Agreement shall be construed in accordance with and governed by the laws of the State of Florida.Venue for any proceedings arising out of this Agreement shall be proper exclusively in Miami-Dade County,Florida. 15.Entire Agreement/Modiflcation/Amendment. 15.1.This writing contains the entire Agreement of the parties and supersedes any prior oral or written representations.No representations were made or relied upon by cither party,other than those that arc expressly set forth herein. 15.2.No agent,employee,or other representative of cither party is empowered to modify or amend the terms of this Agreement,unless executed with the same formality as this document. City of South Miami,FL 6 ot 19 16.Ownership and Access to Records and Audits. 16.1.Consultant acknowledges that all inventions,innovations,improvements, developments,methods,designs,analyses,drawings,reports,compiled information,and all similar or related information (whether patentable or not)which relate to Services to the City which arc conceived,developed or made by Consultant during the term of this Agreement (“Work Product”)belong to the City.Consultant shall promptly disclose such Work Product to the City and perform all actions reasonably requested by the City (whether during or after the term of this Agreement)to establish and confirm such ownership (including,without limitation,assignments,powers of attorney and other instruments). 16.2.Consultant agrees to keep and maintain public records in Consultant’s possession or control in connection with Consultant's performance under this Agreement.The City Manager or her designee shall,during the term of this Agreement and for a period of three (3)years from the date of termination of this Agreement,have access to and the right to examine and audit any records of the Consultant involving transactions related to this Agreement.Consultant additionally agrees to comply specifically with the provisions of Section 119.0701,Florida Statutes.Consultant shall ensure that public records that arc exempt or confidential and exempt from public records disclosure requirements are not disclosed,except as authorized by law,for the duration of the Agreement,and following completion of the Agreement until the records arc transferred to the City. 16.3.Upon request from the City’s custodian of public records,Consultant shall provide the City with a copy of the requested records or allow the records to be inspected or copied within a reasonable time at a cost that docs not exceed the cost provided by Chapter 1 1 9, Florida Statutes,or as otherwise provided by law. 16.4.Unless otherwise provided by law,any and all records,including but not limited to reports,surveys,and other data and documents provided or created in connection with this Agreement are and shall remain the property of the City. 16.5.Upon completion of this Agreement or in the event of termination by cither party, any and all public records relating to the Agreement in the possession of the Consultant shall be delivered by the Consultant to the City Manager,at no cost to the City,within seven (7)days.All such records stored electronically by Consultant shall be delivered to the City in a format that is compatible with the City’s information technology systems. Once the public records have been delivered upon completion or termination of this Agreement,the Consultant shall destroy any and all duplicate public records that are exempt or confidential and exempt from public records disclosure requirements. 16.6.Any compensation due to Consultant shall be withheld until all records are received as provided herein. 16.7.Consultant’s failure or refusal to comply with the provisions of this section shall result in the immediate termination of this Agreement by the City. City ofSouth Miami,FL 7 of 19 16.8.Notice Pursuant to Section 119.070K2)(a),Florida Statutes.IF THE CONSULTANT HAS QUESTIONS REGARDING THE APPLICATION OF CHAPTER 119,FLORIDA STATUTES,TO THE CONSULTANT’S DUTY TO PROVIDE PUBLIC RECORDS RELATING TO THIS AGREEMENT,CONTACT THE CUSTODIAN OF PUBLIC RECORDS:NKENGA “NIKKI”PAYNE ,CMC,FCRM, 6130 Sunset Drive,South Miami,Florida 33143,305-663-6340, npayne@southmiamifl.gov. 17.Nonassignability.This Agreement shall not be assignable by Consultant unless such assignment is first approved by the City Manager.The City is relying upon the apparent qualifications and expertise of the Consultant,and such firm’s familiarity with the City’s area, circumstances and desires. 18.Severability.If any term or provision of this Agreement shall to any extent be held invalid or unenforceable,the remainder of this Agreement shall not be affected thereby,and each remaining term and provision of this Agreement shall be valid and be enforceable to the fullest extent permitted by law. 19.Independent Contractor.The Consultant and its employees,volunteers and agents shall be and remain an independent contractor and not an agent or employee of the City with respect to all of the acts and services performed by and under the terms of this Agreement.This Agreement shall not in any way be construed to create a partnership,association or any other kind of joint undertaking,enterprise or venture between the parties. 20.Compliance with Laws.The Consultant shall comply with all applicable laws,ordinances, rules,regulations,and lawful orders of public authorities in carrying out Services under this Agreement,and in particular shall obtain all required permits from all jurisdictional agencies to perform the Services under this Agreement at its own expense. 21.Waiver.The failure of either party to this Agreement to object to or to take affirmative action with respect to any conduct of the other which is in violation of the terms of this Agreement shall not be construed as a waiver of the violation or breach,or of an;?future violation,breach or wrongful conduct. 22.Survival of Provisions.Any terms or conditions of cither this Agreement that require acts beyond the date of the term of the Agreement,shall survive termination of the Agreement, shall remain in full force and effect unless and until the terms or conditions arc completed and shall be fully enforceable by either party. 23.Prohibition of Contingency Fees.The Consultant warrants that it has not employed or retained any company or person,other than a bona fide employee working solely for the Consultant,to solicit or secure this Agreement,and that it has not paid or agreed to pay any person(s),company,corporation,individual or firm,other than a bona fide employee working solely for the Consultant,any fee,commission,percentage,gift,or any other consideration, contingent upon or resulting from the award or making of this Agreement. City of South Miami,FL 8 of 19 24.State Required Affidavits.By entering into this Agreement,the Consultant agrees to review and comply with the following state affidavit requirements: 24.1.Public Entity Crimes Affidavit.Consultant shall comply with Section 287.133, Florida Statutes (Public Entity Crimes Statute),notification of which is hereby incorporated herein by reference,including execution of any required affidavit. 24.2.Scrutinized Companies.Consultant certifies that it is not on the Scrutinized Companies that Boycott Israel List or engaged in a boycott of Israel.Pursuant to section 287.135,Florida Statues,the City may immediately terminate this Agreement at its sole option if the Consultant is found to have submitted a false certification;or if the Consultant is placed on the Scrutinized Companies that Boycott Israel List or is engaged in the boycott of Israel during the term of the Agreement.If this Agreement is for more than one million dollars,the Consultant certifies that it is also not on the Scrutinized Companies with Activities in Sudan,Scrutinized Companies with Activities in the Iran Terrorism Sectors List,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, Florida Statutes.Pursuant to Section 287.135,Florida Statutes,the City may immediately terminate this Agreement at its sole option if the Consultant is found to have submitted a false certification;or if the Consultant is placed on the Scrutinized Companies with Activities in Sudan List,Scrutinized Companies with Activities in the Iran Terrorism Sectors List,Scrutinized Companies with Activities in Iran Petroleum Energy Sector List, or engaged with business operations in Cuba or Syria during the term of the Agreement. 24.3.E-Verify Affidavit.In accordance with Section 448.095,Florida Statutes,the City requires all contractors doing business with the City to register with and use the E-Verify system to verify the work authorization status of all newly hired employees.The City will not enter into a contract unless each party to the contract registers with and uses the E- Verify system.The contracting entity must provide of its proof of enrollment in E-Verify. For instructions on how to provide proof of the contracting entity’s participation/enrollment in E-Verify,please visit:https://www.e-verify.gov/faq/how-do- i-providc-proof-of-my-participationcnrollmcnt-in-c-vcrify.By entering into this Agreement,the Consultant acknowledges that it has read Section 448.095,Florida Statutes;will comply with the E-Verify requirements imposed by Section 448.095,Florida Statutes,including but not limited to obtaining E-Verify affidavits from subcontractors; and has executed the required affidavit attached hereto and incoiporated herein. 24.4.Noncoercive Conduct Affidavit.Pursuant to Section 787.06,Florida Statutes,a nongovernmental entity executing,renewing,or extending a contract with a governmental entity is required to provide an affidavit,signed by an officer or a representative of the nongovernmental entity under penalty of perjury,attesting that the nongovernmental entity does not use coercion for labor or services as defined in Section 787.06(2)(a), Florida Statutes.By entering into this Agreement,the Consultant acknowledges that it has read Section 787.06,Florida Statutes,and will comply with the requirements therein,and has executed the required affidavit attached hereto and incoiporated herein. City ofSoulh Miami,FL 9 of 19 24.S.Prohibition on Contracting with Entities of Foreign Concern.Pursuant to Section 287.138,Florida Statutes (which is expressly incorporated herein by reference),a governmental entity may not knowingly enter into a contract with an entity which would give access to an individual’s personal identifying information if (a)the entity is owned by the government of a foreign country of concern;(b)the government of a foreign country of concern has a controlling interest in the entity;or (c)the entity is organized under the laws of or has its principal place of business in a foreign country of concern.By entering into this Agreement,the Consultant acknowledges that it has read Section 287.1 38,Florida Statutes,and complies with the requirements therein,and has executed the required affidavit attached hereto and incorporated herein. 25.Counterparts.This Agreement may be executed in several counterparts,each of which shall be deemed an original and such counterparts shall constitute one and the same instrument. 26.Conflicts;Order of Priority.This document without exhibits is referred to as the “Base Agreement.”In the event of a conflict between the terms of this Agreement and any exhibits or attachments hereto,or any documents incorporated herein by reference,the conflict shall be resolved in the following order of priorities and the more stringent criteria for performance of the Services shall apply: 26.1.First Priority:Base Agreement; 26.2.Second Priority:the RFP; 26.3.Third Priority:Exhibit A -Scope of Services;and 26.4.Fourth Priority:Exhibit B -Proposal. 27.Non-Exclusive Agreement.The City reserves the right to procure or acquire the same or similar services from another provider while this Agreement is in full force and effect. (Remainder of page intentionally left blank. Signature pages follow.) City of South Miami,FL io or 19 IN WITNESS WHEREOF,the parties hereto have caused this Agreement to be executed the day and year RUBIN,TURNBULL &ASSOCIATES,INC. Approved as to Form and Legal Sufficiency: Biennan,P.L.By:^zSXWeissSeraiai City Attorney Addresses for Notice: City of South Miami Attn:Genaro “Chip"Iglesias,City Manager City of South Miami 6130 Sunset Drive South Miami,FL 33143 305-(lelcphone) ciglesias(«southmiamin.gov(email) With a copy to: Weiss Serota Ilelfman Cole &Biennan,P.L. Attn:Lillian Arango and Tony Recio,Esq. City of South Miami City Attorney 2800 Ponce de Leon Boulevard,12°'Floor Coral Gables,FL 33134 larango@wsh-law.com (email) trecio@wsh-law.com (email) Addresses for Notice: Rubin,Turnbull &Associates,Inc. Heather L.Turnbull 401 E.Last Olas Boulevard,Suite 130-447 Fort Lauderdale,FL 33301 (954)467-3993 (telephone) HeatherWRubinTumbull.coin (email) I,(email) With a copy to:\J iv City of South Miami,FL 11 of 19 E-VERIFY AFFIDAVIT In accordance with Section 448.095,Florida Statutes,the City requires all contractors doing business with the City to register with and use the E-Vcrify system to verify the work authorization status of all newly hired employees.The City will not enter into a contract unless each party to the contract registers with and uses the E-Verify system. The contracting entity must provide of its proof of enrollment in E-Verify.For instructions on how to provide proof of the contracting entity’s participation/enrollmcnt in E-Vcrify,please visit:https://www.e- verify-gov/faq/how-do-i-provide-proof-of-mv-participationenrollmenl-in-e-verify By signing below,the contracting entity acknowledges that it has read Section 448.095,Florida Statutes and will comply with the E-Vcrify requirements imposed by it,including but not limited to obtaining E- Vcrify affidavits from subcontractors. Check here to confirm proof of enrollment in E-Verify has been attached to this Affidavit. ACKNOWLEDGMENT breNdagailjohnson ;MY COMMISSION #HH 0M372 EXPIRES:February 28.2025PondedThruNotaryPublicUndetwHora Notary Public (Print,SJ Commissioned)\ State of Florida County of /—CO ihauuasujuaajt is executed). Personally known to me;or Produced identification (Type of Identification: .Did take an oath;or Did not take an oath The foregoing instrument was acknowledged before me by means of O^physical presence or online notarization,this 9 21.day of ,2Qg?y ,by L> (name of person)as (type of authority)for^uh\n |MrnbriH<^- HGStL—(nampeaLtwrlit nn hrh; City of South Miami I2of I9 E-Verify Affidavit AFFIDAVIT ATTESTING TO NONCOERCIVE CONDUCT FOR LABOR OR SERVICES Effective July 1,2024,Section 787.06,Florida Statutes,a nongovernmental entity executing,renewing,or extending a contract with a governmental entity is required to provide an affidavit,signed by an officer or a representative of the nongovernmental entity under penalty of perjury,attesting that the nongovernmental entity docs not use coercion for labor or services as defined in Section 787.06(2)(a),Florida Statutes. By signing below,I hereby affirm under penalty of perjury that: I .I have read Section 787.06,Florida Statutes,and understand that this affidavit is provided in compliance with the requirement that,upon execution,renewal,or extension of a contract between a nongovernmental entity and a governmental entity,the nongovernmental entity must attest to the absence of coercion in labor or services. 2.1 am an officer or representative of a nongovernmental entity. docs not use coercion for labor or services as defined in the relevant section of the law. In the presence of:Under penalties of perjury,I declare that I amc: Entity Name: Prin Title: have read the foregoin it areltrue: Name: OATH OR AFFIRMATION Sworn to (or affirmed)and subscribed before me by means of Ephysical presence or online notarization, of Identification:Produced identification (Type Did take an oath;or Did not lake an oath this ri person) (name of party on L,(name of y"Oypc of authority)for^YA^behalf orwhom instrument is executed). State of Florida) County of Notary Public (Print,Stamp,or Type as Commissioned) City of South Miami Noncoercive Conduct for Labor or Services Affidavit 13 of 19 AFFIDAVIT REGARDING PROHIBITION ON CONTRACTING WITH ENTITIES OF FOREIGN COUNTRIES OF CONCERN Pursuant to Section 287.138,Florida Statutes (which is expressly incorporated herein by reference),a governmental entity may not knowingly enter into a contract with an entity which would give access to an individual’s personal identifying information if (a)the entity is owned by cthc government of a foreign country of concent;(b)the government of a foreign country of concern has a controlling interest in the entity;or (c)the entity is organized under the laws of or has its principal place of business in a foreign country of concern. This affidavit must be completed by an officer or representative of an entity submitting a bid,proposal,or reply to,or entering into,renewing,or extending,a contract with a governmental entity which would grant the entity access to an individual’s personal identifying information. 1.(“entity")docs not meet any of the criteria in paragraphs (2)(a)-(c)of Section 287.138,F.S. State of Florid; County of Sworn tp(oraffini this I T day of V person)as (name of party on Personally known to me;or_.Produced identification (Type of Identification:. Did take an oath;or Did not take an oath and subscribed before me by means ofMphysical presence or online notarization, ;,20^/.,by^&A-Vr-L X^rnbyAV (name of (type of authority)for r\V avwYxaI I BRENDA GAIL JOHNSON r MY COMMISSION SHHO EXPIRES:February 28.2025 porxkxt Thru Notary Public Underwrite otary Public (Print,Scanty, Commissioned) or Type as City ofSouth Miami Prohibition on Contracting with Entities of Countries of Foreign Concern 14 of 19 EXHIBIT A SCOPE OF SERVICES,SPECIFICATIONS,AND REQUIREMENTS 1.1 DESCRIPTION: The City of South Miami is issuing a Request for Proposals (RFP)to solicit a qualified state lobbyist firm(s)that can successfully represent our community’s interests and serve as our advocate with the State government and across the South Florida region. 1.2 INTRODUCTION: The City of South Miami invites proposals from qualified State lobbyists to advocate for our community's interests and to address pressing legislative,Rinding and administrative requirements.The City encompasses approximately 2.5 square miles and includes a population of 12,026,according to the 2020 Census.As per Bureau of Economic &Business Research atUF,the most recent City Population count for 2023 was 1 1,981.This is the number which will be used for State Revenue Sharing calculations. The City’s economy is greatly influenced by the economic condition of the entire Miami- Dade County.The major businesses in the City are service-oriented,with the health care industry professional services,restaurant and retail shops,and education and administrative services being the main employers.Below is the breakdown of businesses within the City by category. SECTOR *INDUSTRY BY CLASS OF WORKER ESTIMATE Construction 294 Manufacturing 308 Wholesale trade 256 Retail trade 310 Transportation and Warehousing,and Utilities 357 Infonnation 186 Finance and Insurance,and Real Estate,and Rental and Leasing 363 Professional,Scientific,Management &Admin,and Waste Management Services 896 Educational Services,and Health Care and Social Assistance 1,418 Arts,Entertainment,and Recreation,and Accommodation and Food Services 602 Other Services,Except Public Administration 285 Public Administration 335 TOTAL FOR ALL SECTORS 5,610 Source:U.S.Census Bureau 2010 Form S2407 -Industry by Class of Work for the Civilian Employed Population 16-Ycars and Over *Information is based on data from year 20 10.The Census data for year 2020 is not available as if the date of this report. It is within this context that the City of South Miami seeks a skilled and dedicated State regional lobbyist firm(s)to advocate for our community's unique priorities and foster collaborative solutions to enhance the resilience and well-being of all residents of the City.. City of South Miami Exhibit A IS of 19 The lobbyist firm will work with the City Manager and/or designee to identify and represent legislative,coordination and funding priorities for the City.As directed by the City Manager,and/or designee,the firm will serve as a consistent and effective primary point of contact between the City and State officials and legislators. The City requires services with an emphasis on producing measurable results in achieving state funding and/or legislative and executive action favorable or protective to the City.The City seeks a well-informed lobbyist firm,capable of providing timely and frequent information to the City on the interests,priorities,and other issues and decisions (listed below)at the State level that may affect the City.The successful firm will have a strong background on issues of importance to the City and will be able to demonstrate unique relationships with members of the Legislature and others representing the City. The lobbyist firm will agree to be always available upon reasonable request to meet with the City Commission,City staff,and others as specified to perform the responsibilities assigned. To attend meetings,represent the interests of the City,and act as liaison between the City and all branches,departments,and agencies of the State government,at any legislative committee meeting or meetings with the Governor,or Department or State agencies,as well as regional agencies,universities,school boards and federal-related agencies,if necessary,on matters under the scope of this Request for Proposal (RFP).It is expected that the successful firm will review and understand the Agendas of the House and Senate leaders to assist the City to strategically seek monetary funds and policy change. Although legal opinions arc not required as a part of the firm responsibilities,the City will expect the firm to understand applicable laws and proposals under consideration by the administrative agencies or the Legislators or their committees,and the firm shall be expected to have the ability to interpret legal implications and advise the City accordingly. The lobbyist firm is also expected to monitor proposals and activities in meetings regarding State administrative and agency hearings.This would include a review of the agendas and providing notification to the City as pertinent issues arise.The firm would also be expected to report the outcome of such meetings within two (2)business days.The firms should be prepared to lobby committee members prior to and during these meetings to accomplish the City’s desired positions. The Scope of Services to be provided to the City shall include: 1.3 STATE LEGISLATIVE AND ADVOCACY SUPPORT REQUIREMENTS: 1.Collaborate with City officials and subject matter experts to develop and execute a recurring and annual State legislative action plan to represent and support the City of South Miami’s priorities and interests with key State legislators,relevant committee chairs and influential legislators,relevant State agencies,related organizations,and the Governor’s Office. 2.Facilitate regular meetings with key State legislators,the Governor’s office,and State agency officials to strengthen relationships and maintain support for the City’s current City of South Miami 16 of 19 Exhibit A and projected priorities and interests. 3.Provide consultation and advice to the City in identifying,defining,and pursuing its annual State legislation and appropriations requirements and requests. 4.Provide expertise and help outline the City’s tactics and techniques to implement the pursuit of its annual State legislation and appropriations requests in a professional and image conscious manner. 5.Assist the City in developing and submitting convincing,accurate and timely State legislative request documents and related communications.Ensure items arc introduced and presented to City's representatives and key State leadership early in the legislative process and at critical timelines throughout the legislative session. 6.Facilitate,coach and prepare the City for meetings and communications with relevant State legislators,their staff,committee members and leadership to effectively guide City legislative requests throughout the State legislative session. 7.Represent and advocate for the City’s priorities and interests throughout the year by collaborating with key State legislators and State agency staff.Particularly focus efforts during the State legislative session to facilitate access and influence on desired outcomes for the City. 8.Monitor and provide regular updates on the progress of State legislation,regulatory and appropriations actions that may affect the City’s priorities and interests.Inform and assist the City in making necessary tactical or technical moves and/or changes to influence desired outcomes for the City. 9.Provide general advice,suggested strategics,and research relating to issues important to the City of South Miami’s State level legislation,regulatory and appropriations priorities and interests. 10.Facilitate programmatic,grant,and technical support coordination with relevant State agencies. 11.Seek and coordinate grant funding opportunities applicable to the City.This includes identifying relevant State grant programs and advocating for the City’s eligibility and alignment with grant criteria. 1.3.1.Topics of Interest:To help develop your approach plan,consider these priorities and interests to drive advocacy efforts in support of the City of South Miami.Although not inclusive,they provide a view into the most critical issues facing our community: •Traffic and multi-modal mobility and safety •Resilient infrastructure •Sea-level rise City of South Miami Exhibit A 17 of 19 i i •Flooding •Stormwater systems •Water quality *Electrical utility undergrounding and reliability •Property insurance •Flood insurance •Condominium associations regulations •Building standards,code and certification requirements *Zoning codes •Motorized scooters,bicycles and electric bicycles *Seniors and special needs programming •Emergency management planning,preparation,response,and recovery •Retention of home rule powers 1.3.2.Agencies of Interest:Given the City’s priorities and interests,is it critical for the Village leadership and its State legislative representatives to form strong relationships with the following State leaders, organizations,and agencies: •State House of Representatives and Relevant Committees •State Senate and Relevant Committees •Governor’s Office and Relevant Offices •Florida Department of Environmental Protection •Florida Division of Emergency Management •Florida Department of Transportation City of South Miami 18 of 19 Exhibit A EXHIBIT B Form 7.Price Proposal Form FORM 7 PRICE PROPOSAL If awarded a contract pursuant to Request for Proposal RFP No.CSM2024-1 1,the undersigned proposer agrees io provide (he Services,as set forth in greater detail in the RFP documents, specifically Sectinn 3.“Scope of Services,**al the rates listed below,which nrc inclusive of all costs necessary to provide the Services 1 YEAR YEAR 1 YEAR 2 ANNUAL AMOUNT $ $50,000 YEAR 3 OPTION YEAR 4 OPTION YEAR 5 »jnr-Tri — TOTAL S so.oao S —5o,aaa $50.M0 s —?sn,ooe Firm Rubin .Turnbull Ai Ihunrei!Signature Pnnl or Type Name,Unanicr Turnbull anaginq 42 of 75 17 19 of 19 Agenda Item No:14. City Commission Agenda Item Report Meeting Date: December 10, 2024 Submitted by: Samantha Fraga-Lopez Submitting Department: City Manager Item Type: Resolution Agenda Section: Subject: A RESOLUTION OF THE MAYOR AND CITY COMMISSION OF THE CITY OF SOUTH MIAMI, FLORIDA, SELECTING AND AWARDING A MULTI-YEAR PROFESSIONAL SERVICES AGREEMENT TO (i) CAPITAL CITY CONSULTING, L.L.C. AND (ii) RUBIN, TURNBULL & ASSOCIATES, INC. FOR STATE LOBBYING SERVICES AND RELATED CONSULTING SERVICES PURSUANT TO REQUEST FOR PROPOSALS (RFP) NO. CSM2014-11; AUTHORIZING THE CITY MANAGER TO NEGOTIATE AND ENTER INTO A MULTI-YEAR PROFESSIONAL SERVICES AGREEMENT WITH EACH OF THE LOBBYING CONSULTANTS IN AN AMOUNT NOT TO EXCEED $50,000 ANNUALLY FOR A THREE-YEAR TERM, WITH ONE TWO-YEAR RENEWAL OPTION; PROVIDING FOR IMPLEMENTATION, CORRECTIONS, AND AN EFFECTIVE DATE. 3/5 (CITY MANAGER) Suggested Action: Attachments: Memo-State Lobbying Services.docx 4A37332-Resolution_Selecting_State_Lobbyists_Capital_City_and_RTA_CAv2.docx 4A37352-PSA with Capital City State Lobbying Services CAv2.DOCX 4A37367-PSA with Rubin Turnbull - State Lobbying Services CAv2.DOCX Capital City Bidding Document (73) (2).PDF Rubin Turnbull Bidding Document.PDF Bid Tabulation State of Fla Lobbying Services 10.16.24.pdf Final Scores and Rank RFP CSM2024-11 10.24.24.pdf Section 1.8 1.9 Selecion Criteria.pdf FINAL State Lobbying Services RFP 9.24.24.pdf Floridian Partners Bidding Document (75) (2).PDF Becker Poliakoff Bidding Document (78) (1).PDF 1 Ballard Partners Bidding Document (74) (2).PDF Withdraw Proposal Corcoran Partners 10.23.24.pdf Ad.pdf 2 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:December 10, 2024 SUBJECT:State Lobbying Services (Not to exceed $500,000 over a 5-year period) RECOMMENDATION:Authorize the City Manager to enter into a multi-year agreement for State Lobbying Services with Capital City Consulting, L.L.C and Rubin,Turnbull, & Associates, Inc.to provide lobbying services for the City. BACKGROUND:On September 24, 2024, the City issued an RFP for State of Florida Lobbying Services, with a proposal submission deadline of October 15, 2024. Six proposals were received, with the following bid prices: On October 23, 2024, Corcoran Partners withdrew their proposal and as a result, their proposal was excluded from further consideration. In accordance with the RFP requirements, a Selection Committee was formed to evaluate and rank the proposals. The committee consisted of Samantha Fraga-Lopez (Deputy City Manager), Alfredo Riverol (Chief Financial Officer), and Quentin Pough (Parks, Recreation, and Culture Director). On October 24, 2024, the Committee reviewed the proposals and conducted interviews with each of the responding firms. Each firm demonstrated a strong capacity to represent the City at the state legislative and executive levels. The Committee, after careful evaluation and scoring based on the selection criteria outlined in the RFP, ranked the proposals as follows: Proposer Bid Price: Annual Bid Price: 5-Year Becker & Poliakoff $50,000 $250,000 Capital City Consulting $50,000 $250,000 Floridian Partners $50,000 $260,000 Rubin Turnbull $50,000 $250,000 Corcoran Partners $78,000 $390,000 Ballard Partners $90,000 $450,000 3 South'*’Miami THE CITY OF PLEASANT LIVING CITY OF SOUTH MIAMI OFFICE OF THE CITY MANAGER INTER-OFFICE MEMORANDUM Respondent S. Fraga-Lopez A. Riverol Q. Pough Total Rank Capital City 117 125 118 360 1 Ballard Partners 117 123 112 352 2 Rubin Turnbull 110 125 116 351 3 Becker & Poliakoff 101 116 113 330 4 Floridian Partners 98 118 111 327 5 While all proposers are highly capable, the Committee determined that Capital City Consulting ranked first. During Capital City’s presentation, they discussed the importance of having multiple teams on board to strengthen the City’s position during the legislative session. Rubin Turnbull ranked third but only trailed Ballard Partners, at second, by one point. Both Capital City and Rubin Turnbull offered compelling proposals and demonstrated a strong presence and established relationships at the State level. The firms have also worked together on prior engagements. Given the importance of the upcoming legislative session, it is recommend that the City proceed with negotiations for a contract with Capital City Consulting and Rubin Turnbull based on their qualifications, experience, and competitive pricing. The RFP specified a 3-year term with the option for a 2-year extension. FUNDING: City Manager Contractual Services 001-1310-513-3450. The line item is budgeted $100,000 annually for State Lobbying Services for FY 25. ATTACHMENTS:Proposed Resolution Final Evaluation Selection Score Sheets Selection Criteria, Section 1.8 & 1.9 from the RFP RFP #CSM2024-11 Bid Opening Report Corcoran Partners Withdrawal Notice Proposals 4 South'*’Miami THE CITY OF PLEASANT LIVING Page 1 of 2 RESOLUTION NO. 2024-1 2 A RESOLUTION OF THE MAYOR AND CITY 3 COMMISSION OF THE CITY OF SOUTH MIAMI, 4 FLORIDA, SELECTING AND AWARDING A MULTI-YEAR 5 PROFESSIONAL SERVICES AGREEMENT TO (i)6 CAPITAL CITY CONSULTING, L.L.C. AND (ii) RUBIN, 7 TURNBULL &ASSOCIATES, INC. FORSTATE LOBBYING 8 SERVICES AND RELATED CONSULTING SERVICES 9 PURSUANT TO REQUEST FOR PROPOSALS (RFP) NO. 10 CSM2024-11; AUTHORIZING THE CITY MANAGER TO 11 NEGOTIATE AND ENTER INTO A MULTI-YEAR 12 PROFESSIONAL SERVICES AGREEMENT WITH EACH 13 OF THE LOBBYING CONSULTANTS INAN AMOUNT NOT 14 TO EXCEED $50,000 ANNUALLY FOR A THREE-YEAR 15 TERM, WITH ONE TWO-YEAR RENEWAL OPTION;16 PROVIDING FOR IMPLEMENTATION, CORRECTIONS, 17 AND AN EFFECTIVE DATE.18 19 WHEREAS,on September 24, 2024, the City of South Miami (the “City”) issued Request 20 for Proposals (RFP) No. CSM2024-11for State of Florida Lobbying Services (the “Services”); and21 22 WHEREAS,the City received six (6) proposals by the RFP deadline on October 15, 23 2024; and24 25 WHEREAS,on October 24, 2024, an Evaluation Selection Committee (“Committee”)26 appointed by the City Manager reviewed the proposals and conducted interviews with each of the 27 responding firms; and28 29 WHEREAS, the Committee recommends selecting Capital City Consulting, L.L.C. 30 (“Capital City”) and Rubin, Turnbull & Associates, Inc. (“RTA”) (collectively, the “Consultants”) 31 to provide the Services; and32 33 WHEREAS, the City Commission desires to select the Consultants on a non-exclusive 34 basis and authorize the City Manager to negotiate and enter into an agreement with each of the 35 Consultants in substantially the forms attached hereto as Exhibits “A” and “B” in an amount not 36 to exceed $50,000 annually for a three (3) year term, with one option to renew for an additional 37 two (2) years; and 38 39 WHEREAS,the cost of the Services will be charged to Account No. 001-1310-513-345040 with a current balance of $145,100, or such other funding source(s) as determined by the City 41 Manager to be in the best interests of the City; and 42 43 WHEREAS, the City Commission finds that this Resolution is in the best interest and 44 welfare of the City.45 46 5 Page 2 of 2 NOW, THEREFORE, BE IT RESOLVED BY THE MAYOR AND CITY 47 COMMISSION OF THE CITY OF SOUTH MIAMI, FLORIDA, AS FOLLOWS:48 49 Section 1.Recitals.The above-stated recitals are true and correct and are incorporated 50 herein by this reference.51 52 Section 2.Selection and Award.The City Commission hereby selects Capital City 53 and RTA to provide the Services and awards the Consultants an agreement for the Services in54 substantially the form attached hereto as Exhibits “A” and “B,” respectively. 55 56 Section 3.Authorization.The City Commission hereby authorizes the City Manager 57 to negotiate and enter into an agreement with Capital City and RTAfor the Servicesin substantially 58 the forms attached hereto as Exhibits “A” and “B,” respectively, in an amount not to exceed 59 $50,000 annually for the three-year term, subject to the approval of the City Attorney and City 60 Manager as to form content, and legal sufficiency. The costs of the Services shall be charged to 61 Account No. 001-1310-513-3450, or such other funding source(s) as determined by the City 62 Manager to be in the best interests of the City.63 64 Section 4.Implementation. The City Manager is authorized to take any and all 65 actions necessary to implement the purposes of the Agreements and this Resolution.66 67 Section 5.Corrections. Conforming language or technical scrivener-type corrections 68 may be made by the City Attorney for any conforming amendments to be incorporated into the 69 final resolution for signature.70 71 Section 6.Effective Date. This Resolution shall become effective immediately upon 72 adoption.73 74 PASSED AND ADOPTED this ____ day of _____________, 2024.75 76 ATTEST:APPROVED: 77 78 79 80 NKENGA PAYNE JAVIER FERNÁNDEZ81 CITY CLERK CITY MAYOR82 83 READ AND APPROVED AS TO FORM, COMMISSION VOTE:84 LANGUAGE, LEGALITY AND Mayor Javier Fernández:85 EXECUTION THEREOF Vice Mayor Brian Corey:86 Commissioner Lisa Bonich:87 Commissioner Steve Calle:88 Commissioner Danny Rodriguez:89 WEISS SEROTA HELFMAN COLE 90 & BIERMAN, P.L.91 CITY ATTORNEY92 6 City of South Miami, FL Page 1 of 18 PROFESSIONAL SERVICES AGREEMENT BETWEEN CITY OF SOUTH MIAMI, FLORIDA AND CAPITAL CITY CONSULTING, L.L.C. THIS AGREEMENT (this “Agreement”) is made effective as of ________, 2024 (the “Effective Date”), by and between CITY OF SOUTH MIAMI, FLORIDA, a Florida municipal corporation, (the “City”) and CAPITAL CITY CONSULTING, L.L.C., a Florida limited liability company WHEREAS,the City is in need of State of Florida Lobbying Services, as set forth in the Scope of Services attached hereto as Exhibit “A”; and WHEREAS,on September 24, 2024, the City of South Miami (the “City”) issued Request for Proposals (“RFP”) No. CSM2024-11 for the “Services”, which RFP is incorporated as though fully set forth herein by this reference; and WHEREAS,the Consultant submitted a proposal, attached hereto as Exhibit “B,” to perform the Services in an amount not to exceed $50,000 annually; and WHEREAS,on December 10, 2024, the City Commission adopted Resolution No. , selecting the Consultant on a non-exclusive basis and authorizing the City Manager to negotiate and execute this Agreement with the Consultant in an amount not to exceed $50,000 annually for a three-year term, with one two-year renewal option; and WHEREAS, the City desires to engage the Consultant to perform the Services and provide the deliverables as specified below. NOW, THEREFORE, in consideration of the mutual covenants and conditions contained herein, the City and the Consultant agree as follows: 1. Scope of Services. 1.1.Consultant shall provide the Services on a non-exclusive basis as set forth in the Scope of Servies attached hereto as Exhibit “A” and the Proposal attached hereto as Exhibit “B.” The Services shall conform to the requirements of the RFP. 1.2.Consultant shall furnish all reports, documents, and information obtained pursuant to this Agreement, and recommendations during the term of this Agreement (hereinafter “Deliverables”) to the City. 2. Term/Commencement Date. 2.1.The term of this Agreement shall be from the Effective Date and continue for a period of three (3) years, unless earlier terminated in accordance with Paragraph 8. Additionally, 7 City of South Miami, FL Page 2 of 18 the City Manager may renew this Agreement for one additional two-yearterm on the same terms as set forth herein upon written notice to the Consultant. 2.2.Consultant agrees that time is of the essence and Consultant shall complete the Services within the term of this Agreement, unless extended by the City Manager. 3. Compensation and Payment. 3.1.Consultant shall be compensated in an amount not to exceed $50,000 annually in accordance with the Proposal attached hereto as Exhibit “B.” 3.2.Consultant shall deliver an invoice to City no more often than once per month detailing Services completed and the amount due to Consultant under this Agreement. Fees shall be paid in arrears each month, pursuant to Consultant’s invoice. The City shall pay the Consultant in accordance with the Florida Prompt Payment Act after approval and acceptance of the Services by the City Manager. 4. Subconsultants. 4.1.The Consultant shall be responsible for all payments to any subconsultants and shall maintain responsibility for all work related to the Services. 4.2.Consultant may only utilize the services of a particular subconsultant with the prior written approval of the City Manager, which approval may be granted or withheld in the City Manager’s sole and absolute discretion. 5. City’s Responsibilities. 5.1.City shall make available any maps, plans, existing studies, reports, staff and representatives, and other data pertinent to the Services and in possession of the City, and provide criteria requested by Consultant to assist Consultant in performing the Services. 5.2.Upon Consultant’s request, City shall reasonably cooperate in arranging access to public information that may be required for Consultant to perform the Services. 6. Consultant’s Responsibilities; Representations and Warranties. 6.1.The Consultant shall exercise the same degree of care, skill and diligence in the performance of the Services as is ordinarily provided by a consultant under similar circumstances. If at any time during the term of this Agreement or within two (2) years from the completion of this Agreement, it is determined that the Consultant’s Deliverables or Services are incorrect, not properly rendered, defective, or fail to conform to City requests, the Consultant shall at Consultant’s sole expense, immediately correct its Deliverables or Services. 6.2.The Consultant hereby warrants and represents that at all times during the term of this Agreement it shall maintain in good standing all required licenses, certifications and permits required under Federal, State and local laws applicable to and necessary to perform the 8 City of South Miami, FL Page 3 of 18 Services for City as an independent contractor of the City. Consultant further warrants and represents that it has the required knowledge, expertise, and experience to perform the Services and carry out its obligations under this Agreement in a professional and first class manner. 6.3.The Consultant represents that is an entity validly existing and in good standing under the laws of Florida. The execution, delivery and performance of this Agreement by Consultant have been duly authorized, and this Agreement is binding on Consultant and enforceable against Consultant in accordance with its terms. No consent of any other person or entity to such execution, delivery and performance is required. 7. Conflict of Interest. 7.1.To avoid any conflict of interest or any appearance thereof, Consultant shall not, for the term of this Agreement, provide any consulting services to any private sector entities (developers, corporations, real estate investors, etc.), with any current, or foreseeable, adversarial issues in the City. 8. Termination. 8.1.The City Manager, without cause, may terminate this Agreement upon five (5) calendar days’ written notice to the Consultant, or immediately with cause. 8.2.Upon receipt of the City's written notice of termination, Consultant shall immediately stop work on the Services unless directed otherwise by the City Manager. 8.3.In the event of termination by the City, the Consultant shall be paid for all Services accepted by the City Manager up to the date of termination, provided that the Consultant has first complied with the provisions of Paragraph 8.4. 8.4.The Consultant shall transfer all books, records, reports, working drafts, documents, maps, and data pertaining to the Services and the project to the City, in a hard copy and electronic format within fourteen (14) days from the date of the written notice of termination or the date of expiration of this Agreement. 8.5. Termination Due To Lack of Funding.This Agreement is subject to the condition precedents that: (i) City funds are available, appropriated and budgeted, for the Services annually for each year of the Term; (ii) the City secures and obtains any necessary proceeds, grants or loans for the accomplishment of the Services pursuant to any borrowing legislation adopted by the City Commission relative to the Services; and (iii) the City Commission enacts legislation or other necessary resolutions, which awards and authorizes the execution of this Agreement and the annual appropriation and budgeting for the Services. The City represents to Consultant that the City has adopted a resolution authorizing execution of this Agreement, if required by applicable law. 9. Insurance. 9 City of South Miami, FL Page 4 of 18 9.1.Consultant shall secure and maintain throughout the duration of this Agreement 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 Consultant’s insurance and shall not contribute to the Consultant’s insurance. The insurance coverages shall include at a minimum the amounts set forth in this section and may be increased by the City as it deems necessary or prudent. 9.1.1. 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 Consultant. The General Aggregate Liability limit and the Products/Completed Operations Liability Aggregate limit shall be in the amount of $2,000,000 each. 9.1.2. 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, subcontractor or agent of the Consultant shall be allowed to provide Services pursuant to this Agreement who is not covered by Worker’s Compensation insurance. In order for this requirement to be waived, Consultant must provide proof of exemption from such laws. Information regarding eligibility for an exemption from the State of Florida Workers’ Compensation Law is available at: https://www.myfloridacfo.com/Division/wc/PublicationsFormsManualsReports/Bro chures/Key-Coverage-and-Eligibility.pdf. Exemptions may be applied for online through the Florida Department of Financial Services, Division of Workers’ Compensation at: https://www.myfloridacfo.com/Division/wc/Employer/Exemptions/default.htm. 9.1.3. Business Automobile Liability with minimum limits of $1,000,000 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 Hired, and Non-Owned Vehicles. 9.1.4. Professional Liability Insurance in an amount of not less than One Million Dollars ($1,000,000.00) per occurrence, single limit. If Professional Liability Insurance is required, the City shall select this box: ⾙. 9.2. Certificate of Insurance. Certificates of Insurance shall be provided to the City, reflecting the City as an Additional Insured (except with respect to Professional Liability 10 City of South Miami, FL Page 5 of 18 Insurance and Worker’s Compensation Insurance), no later than ten (10) days after award of this Agreement and prior to the execution of this Agreement by City and prior to commencing Services. Each 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. The Consultant shall be responsible for assuring that the insurance certificates required by this Section remain in full force and effect for the duration of this Agreement, including any extensions or renewals that may be granted by the City. The Certificates of Insurance shall not only name the types of policy(ies) provided, but also shall refer specifically to this Agreement and shall state that such insurance is as required by this Agreement. The City reserves the right to inspect and return a certified copy of such policies, upon written request by the City. If a policy is due to expire prior to the completion of the Services, renewal Certificates of Insurance shall be furnished thirty (30) calendar days prior to the date of their policy expiration. Each policy certificate shall be endorsed with a provision that not less than thirty (30) calendar days’ written notice shall be provided to the City before any policy or coverage is cancelled or restricted. Acceptance of the Certificate(s) is subject to approval of the City. 9.3. Additional Insured. Except with respect to Professional Liability Insurance and Worker’s Compensation Insurance, the City is to be specifically included as an Additional Insured for the liability of the City resulting from Services performed by or on behalf of the Consultant in performance of this Agreement. The Consultant’s insurance, including that applicable to the City as an Additional Insured, shall apply on a primary basis and any other insurance maintained by the City shall be in excess of and shall not contribute to the Consultant’s insurance. The Consultant’s insurance shall contain a severability of interest provision providing that, except with respect to the total limits of liability, the insurance shall apply to each Insured or Additional Insured (for applicable policies) in the same manner as if separate policies had been issued to each. 9.4. Deductibles. All deductibles or self-insured retentions must be declared to and be reasonably approved by the City. The Consultant shall be responsible for the payment of any deductible or self-insured retentions in the event of any claim. 9.5.The provisions of this section shall survive termination of this Agreement. 10. Nondiscrimination.During the term of this Agreement, Consultant shall not discriminate against any of its employees or applicants for employment because of their race, color, religion, sex, or national origin, and will abide by all Federal and State laws regarding nondiscrimination. 11. Attorney’s Fees and Waiver of Jury Trial. 11.1.In the event of any litigation arising out of this Agreement, the prevailing party shall be entitled to recover its attorneys’ fees and costs, including the fees and expenses of any paralegals, law clerks and legal assistants, and including fees and expenses charged for representation at both the trial and appellate levels. 11 City of South Miami, FL Page 6 of 18 11.2.IN THE EVENT OF ANY LITIGATION ARISING OUT OF THIS AGREEMENT, EACH PARTY HEREBY KNOWINGLY, IRREVOCABLY, VOLUNTARILY AND INTENTIONALLY WAIVES ITS RIGHT TO TRIAL BY JURY. 12. Indemnification. 12.1.Consultant shall indemnify and hold harmless the City, its officers, agents and employees, from and against any and all demands, claims, losses, suits, liabilities, causes of action, judgment or damages, arising from Consultant’s performance or non- performance of any provision of this Agreement, including, but not limited to, liabilities arising from contracts between the Consultant and third parties made pursuant to this Agreement. Consultant shall reimburse the City for all its expenses including reasonable attorneys’ fees and costs incurred in and about the defense of any such claim or investigation and for any judgment or damages arising from Consultant’s performance or non-performance of this Agreement. 12.2.Nothing herein is intended to serve as a waiver of sovereign immunity by the City nor shall anything included herein be construed as consent to be sued by third parties in any matter arising out of this Agreement or any other contract. The City is subject to section 768.28, Florida Statutes, as may be amended from time to time. 12.3.The provisions of this section shall survive termination of this Agreement. 13. Notices/Authorized Representatives.Any notices required by this Agreement shall be in writing and shall be deemed to have been properly given if transmitted by hand-delivery, by registered or certified mail with postage prepaid return receipt requested, or by a private postal service, addressed to the parties (or their successors) at the addresses listed on the signature page of this Agreement or such other address as the party may have designated by proper notice. 14. Governing Law and Venue. This Agreement shall be construed in accordance with and governed by the laws of the State of Florida. Venue for any proceedings arising out of this Agreement shall be proper exclusively in Miami-Dade County, Florida. 15. Entire Agreement/Modification/Amendment. 15.1.This writing contains the entire Agreement of the parties and supersedes any prior oral or written representations. No representations were made or relied upon by either party, other than those that are expressly set forth herein. 15.2.No agent, employee, or other representative of either party is empowered to modify or amend the terms of this Agreement, unless executed with the same formality as this document. 16. Ownership and Access to Records and Audits. 12 City of South Miami, FL Page 7 of 18 16.1.Consultant acknowledges that all inventions, innovations, improvements, developments, methods, designs, analyses, drawings, reports, compiled information, and all similar or related information (whether patentable or not) which relate to Services to the City which are conceived, developed or made by Consultant during the term of this Agreement (“Work Product”) belong to the City. Consultant shall promptly disclose such Work Product to the City and perform all actions reasonably requested by the City (whether during or after the term of this Agreement) to establish and confirm such ownership (including, without limitation, assignments, powers of attorney and other instruments). 16.2.Consultant agrees to keep and maintain public records in Consultant’s possession or control in connection with Consultant’s performance under this Agreement. The City Manager or her designee shall, during the term of this Agreement and for a period of three (3) years from the date of termination of this Agreement, have access to and the right to examine and audit any records of the Consultant involving transactions related to this Agreement. Consultant additionally agrees to comply specifically with the provisions of Section 119.0701, Florida Statutes. Consultant shall ensure that public records that are exempt or confidential and exempt from public records disclosure requirements are not disclosed, except as authorized by law, for the duration of the Agreement, and following completion of the Agreement until the records are transferred to the City. 16.3.Upon request from the City’s custodian of public records, Consultant shall provide the City with a copy of the requested records or allow the records to be inspected or copied within a reasonable time at a cost that does not exceed the cost provided by Chapter 119, Florida Statutes, or as otherwise provided by law. 16.4.Unless otherwise provided by law, any and all records, including but not limited to reports, surveys, and other data and documents provided or created in connection with this Agreement are and shall remain the property of the City. 16.5.Upon completion of this Agreement or in the event of termination by either party, any and all public records relating to the Agreement in the possession of the Consultant shall be delivered by the Consultant to the City Manager, at no cost to the City, within seven (7) days. All such records stored electronically by Consultant shall be delivered to the City in a format that is compatible with the City’s information technology systems. Once the public records have been delivered upon completion or termination of this Agreement, the Consultant shall destroy any and all duplicate public records that are exempt or confidential and exempt from public records disclosure requirements. 16.6.Any compensation due to Consultant shall be withheld until all records are received as provided herein. 16.7.Consultant’s failure or refusal to comply with the provisions of this section shall result in the immediate termination of this Agreement by the City. 16.8.Notice Pursuant to Section 119.0701(2)(a), Florida Statutes.IF THE CONSULTANT HAS QUESTIONS REGARDING THE 13 City of South Miami, FL Page 8 of 18 APPLICATION OF CHAPTER 119, FLORIDA STATUTES, TO THE CONSULTANT’S DUTY TO PROVIDE PUBLIC RECORDS RELATING TO THIS AGREEMENT, CONTACT THE CUSTODIAN OF PUBLIC RECORDS: NKENGA “NIKKI” PAYNE , CMC, FCRM, 6130 Sunset Drive, South Miami, Florida 33143, 305-663-6340, npayne@southmiamifl.gov. 17. Nonassignability.This Agreement shall not be assignable by Consultant unless such assignment is first approved by the City Manager. The City is relying upon the apparent qualifications and expertise of the Consultant, and such firm’s familiarity with the City’s area, circumstances and desires. 18. Severability. If any term or provision of this Agreement shall to any extent be held invalid or unenforceable, the remainder of this Agreement shall not be affected thereby, and each remaining term and provision of this Agreement shall be valid and be enforceable to the fullest extent permitted by law. 19. Independent Contractor. The Consultant and its employees, volunteers and agents shall be and remain an independent contractor and not an agent or employee of the City with respect to all of the acts and services performed by and under the terms of this Agreement. This Agreement shall not in any way be construed to create a partnership, association or any other kind of joint undertaking, enterprise or venture between the parties. 20. Compliance with Laws. The Consultant shall comply with all applicable laws, ordinances, rules, regulations, and lawful orders of public authorities in carrying out Services under this Agreement, and in particular shall obtain all required permits from all jurisdictional agencies to perform the Services under this Agreement at its own expense. 21. Waiver. The failure of either party to this Agreement to object to or to take affirmative action with respect to any conduct of the other which is in violation of the terms of this Agreement shall not be construed as a waiver of the violation or breach, or of any future violation, breach or wrongful conduct. 22. Survival of Provisions. Any terms or conditions of either this Agreement that require acts beyond the date of the term of the Agreement, shall survive termination of the Agreement, shall remain in full force and effect unless and until the terms or conditions are completed and shall be fully enforceable by either party. 23. Prohibition of Contingency Fees.The Consultant warrants that it has not employed or retained any company or person, other than a bona fide employee working solely for the Consultant, to solicit or secure this Agreement, and that it has not paid or agreed to pay any person(s), company, corporation, individual or firm, other than a bona fide employee working solely for the Consultant, any fee, commission, percentage, gift, or any other consideration, contingent upon or resulting from the award or making of this Agreement. 24. State Required Affidavits.By entering into this Agreement, the Consultant agrees to review and comply with the following state affidavit requirements: 14 City of South Miami, FL Page 9 of 18 24.1.Public Entity Crimes Affidavit.Consultant shall comply with Section 287.133, Florida Statutes (Public Entity Crimes Statute), notification of which is hereby incorporated herein by reference, including execution of any required affidavit. 24.2.Scrutinized Companies.Consultant certifies that it is not on the Scrutinized Companies that Boycott Israel List or engaged in a boycott of Israel. Pursuant to section 287.135, Florida Statues, the City may immediately terminate this Agreement at its sole option if the Consultantis found to have submitted a false certification; or if the Consultant is placed on the Scrutinized Companies that Boycott Israel List or is engaged in the boycott of Israel during the term of the Agreement. If this Agreement is for more than one million dollars, the Consultant certifies that it is also not on the Scrutinized Companies with Activities in Sudan, Scrutinized Companies with Activities in the Iran Terrorism Sectors List, 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, Florida Statutes. Pursuant to Section 287.135, Florida Statutes, the City may immediately terminate this Agreement at its sole option if the Consultant is found to have submitted a false certification; or if the Consultant is placed on the Scrutinized Companies with Activities in Sudan List, Scrutinized Companies with Activities in the Iran Terrorism Sectors List, Scrutinized Companies with Activities in Iran Petroleum Energy Sector List, or engaged with business operations in Cuba or Syria during the term of the Agreement. 24.3.E-Verify Affidavit.In accordance with Section 448.095, Florida Statutes, the City requires all contractors doing business with the City to register with and use the E-Verify system to verify the work authorization status of all newly hired employees. The City will not enter into a contract unless each party to the contract registers with and uses the E- Verify system. The contracting entity must provide of its proof of enrollment in E-Verify. For instructions on how to provide proof of the contracting entity’s participation/enrollment in E-Verify, please visit: https://www.e-verify.gov/faq/how-do- i-provide-proof-of-my-participationenrollment-in-e-verify. By entering into this Agreement, the Consultant acknowledges that it has read Section 448.095, Florida Statutes; will comply with the E-Verify requirements imposed by Section 448.095, Florida Statutes, including but not limited to obtaining E-Verify affidavits from subcontractors; and has executed the required affidavit attached hereto and incorporated herein. 24.4.Noncoercive Conduct Affidavit. Pursuant to Section 787.06, Florida Statutes, a nongovernmental entity executing, renewing, or extending a contract with a governmental entity is required to provide an affidavit, signed by an officer or a representative of the nongovernmental entity under penalty of perjury, attesting that the nongovernmental entity does not use coercion for labor or services as defined in Section 787.06(2)(a), Florida Statutes. By entering into this Agreement, the Consultant acknowledges that it has read Section 787.06, Florida Statutes, and will comply with the requirements therein, and has executed the required affidavit attached hereto and incorporated herein. 24.5.Prohibition on Contracting with Entities of Foreign Concern.Pursuant to Section 287.138, Florida Statutes (which is expressly incorporated herein by reference), a governmental entity may not knowingly enter into a contract with an entity which would give access to an individual’s personal identifying information if (a) the entity is owned 15 City of South Miami, FL Page 10 of 18 by the government ofa foreign country of concern; (b) the government of a foreign country of concern has a controlling interest in the entity; or (c) the entity is organized under the laws of or has its principal place of business in a foreign country of concern. By entering into this Agreement, the Consultant acknowledges that it has read Section 287.138, Florida Statutes, and complies with the requirements therein, and has executed the required affidavit attached hereto and incorporated herein. 25. Counterparts. This Agreement may be executed in several counterparts, each of which shall be deemed an original and such counterparts shall constitute one and the same instrument. 26. Conflicts; Order of Priority.This document without exhibits is referred to as the “Base Agreement.” In the event of a conflict between the terms of this Agreement and any exhibits or attachments hereto, or any documents incorporated herein by reference, the conflict shall be resolved in the following order of priorities and the more stringent criteria for performance of the Services shall apply: 26.1.First Priority: Base Agreement; 26.2.Second Priority: the RFP; 26.3.Third Priority: Exhibit A – Scope of Services; and 26.4.Fourth Priority: Exhibit B – Proposal. 27. Non-Exclusive Agreement.The City reserves the right to procure or acquire the same or similar services from another provider while this Agreement is in full force and effect. [Remainder of page intentionally left blank. Signature pages follow.] 16 City of South Miami, FL Page 11 of 18 IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed the day and year as first stated above. CITY OF SOUTH MIAMI, FLORIDA By: Genaro “Chip” Iglesias, City Manager Date: ______________________________________ Attest: Nkenga “Nikki” Payne, CMC, FCRM City Clerk Approved as to Form and Legal Sufficiency: By: Weiss Serota Helfman Cole & Bierman, P.L. City Attorney Addresses for Notice: City of South Miami Attn: Genaro “Chip” Iglesias, City Manager City of South Miami 6130 Sunset Drive South Miami, FL 33143 305-(telephone) ciglesias@southmiamifl.gov(email) With a copy to: Weiss Serota Helfman Cole & Bierman, P.L. Attn: Lillian Arango and Tony Recio, Esq. City of South Miami City Attorney 2800 Ponce de Leon Boulevard, 12th Floor Coral Gables, FL 33134 larango@wsh-law.com (email) trecio@wsh-law.com (email) CAPITAL CITY CONSULTING, L.L.C By: Jared Rosenstein, Partner Date: _____________________________________ Addresses for Notice: Capital City Consulting, L.L.C Jared Rosenstein 124 W. Jefferson Street Tallahassee, FL 32301 (telephone) Jared@CCCFla.com (email) With a copy to: (telephone) (email) 17 City of South Miami E-Verify Affidavit E-VERIFY AFFIDAVIT In accordance with Section 448.095, Florida Statutes, the City requires all contractors doing business with the City to register with and use the E-Verify system to verify the work authorization status of all newly hired employees. The City will not enter into a contract unless each party to the contract registers with and uses the E-Verify system. The contracting entity must provide of its proof of enrollment in E-Verify. For instructions on how to provide proof of the contracting entity’s participation/enrollment in E-Verify, please visit: https://www.e- verify.gov/faq/how-do-i-provide-proof-of-my-participationenrollment-in-e-verify By signing below, the contracting entity acknowledges that it has read Section 448.095, Florida Statutes and will comply with the E-Verify requirements imposed by it, including but not limited to obtaining E- Verify affidavits from subcontractors. ☐Check here to confirm proof of enrollment in E-Verify has been attached to this Affidavit. In the presence of: Signed, sealed and delivered by: Witness #1 Print Name: Print Name: Title: Witness #2 Print Name: Entity 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 18 City of South Miami Noncoercive Conduct for Labor or Services Affidavit AFFIDAVIT ATTESTING TO NONCOERCIVE CONDUCT FOR LABOR OR SERVICES Effective July 1, 2024, Section 787.06, Florida Statutes, a nongovernmental entity executing, renewing, or extending a contract with a governmental entity is required to provide an affidavit, signed by an officer or a representative of the nongovernmental entity under penalty of perjury, attesting that the nongovernmental entity does not use coercion for labor or services as defined in Section 787.06(2)(a), Florida Statutes. By signing below, I hereby affirm under penalty of perjury that: 1. I have read Section 787.06, Florida Statutes, and understand that this affidavit is provided in compliance with the requirement that, upon execution, renewal, or extension of a contract between a nongovernmental entity and a governmental entity, the nongovernmental entity must attest to the absence of coercion in labor or services. 2. I am an officer or representative of , a nongovernmental entity. 3.does not use coercion for labor or services as defined in the relevant section of the law. In the presence of: Under penalties of perjury, I declare that I have read the foregoing and the facts stated in it are true: Witness #1 Print Name: Print Name: Title: Witness #2 Print Name: Entity Name: OATH OR AFFIRMATION State of Florida County of Sworn to (or affirmed) and subscribed 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 19 City of South Miami Prohibition on Contracting with Entities of Countries of Foreign Concern AFFIDAVIT REGARDING PROHIBITION ON CONTRACTING WITH ENTITIES OF FOREIGN COUNTRIES OF CONCERN Pursuant to Section 287.138, Florida Statutes (which is expressly incorporated herein by reference), a governmental entity may not knowingly enter into a contract with an entity which would give access to an individual’s personal identifying information if (a) the entity is owned by ethe government of a foreign country of concern; (b) the government of a foreign country of concern has a controlling interest in the entity; or (c) the entity is organized under the laws of or has its principal place of business in a foreign country of concern. This affidavit must be completed by an officer or representative of an entity submitting a bid, proposal, or reply to, or entering into, renewing, or extending, a contract with a governmental entity which would grant the entity access to an individual’s personal identifying information. 1.(“entity”) does not meet any of the criteria in paragraphs (2)(a)-(c) of Section 287.138, F.S. In the presence of: Under penalties of perjury, I declare that I have read the foregoing and the facts stated in it are true: Witness #1 Print Name: Print Name: Title: Witness #2 Print Name: Entity Name: OATH OR AFFIRMATION State of Florida County of Sworn to (or affirmed) and subscribed 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 20 City of South Miami Exhibit A Scope of Services EXHIBIT A SCOPE OF SERVICES, SPECIFICATIONS, AND REQUIREMENTS 1.1 DESCRIPTION: The City of South Miami is issuing a Request for Proposals (RFP) to solicit a qualified state lobbyist firm(s) that can successfully represent our community’s interests and serve as our advocate with the State government and across the South Florida region. 1.2 INTRODUCTION: The City of South Miami invites proposals from qualified State lobbyists to advocate for our community's interests and to address pressing legislative, funding and administrative requirements.The City encompasses approximately 2.5 square miles and includes a population of 12,026, according to the 2020 Census. As per Bureau of Economic & Business ResearchatUF, themostrecentCityPopulationcountfor2023was11,981. Thisisthenumber whichwill beused for State Revenue Sharing calculations. The City’s economy is greatly influenced by the economic condition of the entire Miami Dade County. The major businesses in the City are serviceoriented, with the health care industry professional services, restaurant and retail shops, and education and administrative servicesbeing the main employers. Below is the breakdown of businesses within the City by category: *INDUSTRY BY CLASS OF WORKER SECTOR ESTIMATE Construction 294 Manufacturing 308 Wholesale trade 256 Retail trade 310 Transportation and Warehousing, and Utilities 357 Information 186 Finance and Insurance, and Real Estate, and Rental and Leasing 363 Professional, Scientific, Management & Admin, and Waste Management Services 896 Educational Services, and Health Care and Social Assistance 1,418 Arts, Entertainment, and Recreation, and Accommodation and Food Services 602 Other Services, Except Public Administration 285 Public Administration 335 TOTAL FOR ALL SECTORS 5,610 Source: U.S. Census Bureau 2010 Form S2407 Industry by Class of Work for the Civilian Employed Population 16Years and Over * Information is based on data from year 2010. The Census data for year 2020 is not available as if the date of this report. It is within this context that the City of South Miami seeks a skilled and dedicated State regional lobbyist firm(s) to advocate for our community's unique priorities and foster collaborative solutions to enhance the resilience and well-being of all residents of the City.. 21 City of South Miami Exhibit A Scope of Services The lobbyist firm will work with the City Manager and/or designee to identify and represent legislative, coordination and funding priorities for the City.As directed by the City Manager, and/or designee, the firm will serve as a consistent and effective primary point of contact between the City and State officials and legislators. The City requires services with an emphasis on producing measurable results in achieving state funding and/or legislative and executive action favorable or protective to the City. The City seeks a well-informed lobbyist firm, capable of providing timely and frequent information to the City on the interests, priorities, and other issues and decisions (listed below) at the State level that may affect the City. The successful firm will have a strong background on issues of importance to the City and will be able to demonstrate unique relationships with members of the Legislature and others representing the City. The lobbyist firm will agree to be always available upon reasonable request to meet with the City Commission, City staff, and others as specified to perform the responsibilities assigned. Toattend meetings, represent the interests of the City, and act as liaison between the City and all branches, departments, and agencies of the State government, at any legislative committee meeting or meetings with the Governor, or Department or State agencies, as well as regional agencies, universities, school boards and federal-related agencies, if necessary, on matters under the scope of this Request for Proposal (RFP). It is expected that the successful firm will review and understand the Agendas of the House and Senate leaders to assist the City to strategically seek monetary funds and policy change. Although legal opinions are not required as a part of the firm responsibilities, the City will expect the firm to understand applicable laws and proposals under consideration by the administrative agencies or the Legislators or their committees, and the firm shall be expected to have the ability to interpret legal implications and advise the City accordingly. The lobbyist firm is also expected to monitor proposals and activities in meetings regarding State administrative and agency hearings. This would include a review of the agendas and providing notification to the City as pertinent issues arise. The firm would also be expected to report the outcome of such meetings within two (2) business days.The firms should be prepared to lobby committee members prior to and during these meetings to accomplish the City’s desired positions. The Scope of Services to be provided to the City shall include: 1.3 STATE LEGISLATIVE AND ADVOCACY SUPPORT REQUIREMENTS: 1. Collaborate with City officials and subject matter experts to develop and execute a recurring and annual State legislative action plan to represent and support the City of South Miami’s priorities and interests with key State legislators, relevant committee chairs and influential legislators, relevant State agencies, related organizations, and the Governor’s Office. 2. Facilitate regular meetings with key State legislators, the Governor’s office, and State agencyofficials to strengthenrelationships andmaintainsupportfortheCity’scurrent 22 City of South Miami Exhibit A Scope of Services and projected priorities and interests. 3. Provide consultation and advice to the City in identifying, defining, and pursuing its annual State legislation and appropriations requirements and requests. 4. Provide expertise and help outline the City’s tactics and techniques to implement the pursuit of its annual State legislation and appropriations requests in a professional and image conscious manner. 5. Assist the City in developing and submitting convincing, accurate and timely State legislative request documents and related communications. Ensure items are introduced and presented to City’s representatives and key State leadership early in the legislative process and at critical timelines throughout the legislative session. 6. Facilitate, coach and prepare the City for meetings and communications with relevant State legislators, their staff, committee members and leadership to effectively guide City legislative requests throughout the State legislative session. 7. Represent and advocate for the City’s priorities and interests throughout the year by collaborating with key State legislators and State agency staff. Particularly focus efforts during the State legislative session to facilitate access and influence on desired outcomes for the City. 8. Monitor and provide regular updates on the progress of State legislation, regulatory and appropriations actions that may affect the City’s priorities and interests. Inform and assist the City in making necessary tactical or technical moves and/or changes to influence desired outcomes for the City. 9. Provide general advice, suggested strategies, and research relating to issues important to the City of South Miami’s State level legislation, regulatory and appropriations priorities and interests. 10. Facilitate programmatic, grant, and technical support coordination with relevant State agencies. 11.Seek and coordinate grant funding opportunities applicable to the City. This includes identifying relevant State grant programs and advocating for the City’s eligibility and alignment with grant criteria. 1.3.1. Topics of Interest: To help develop your approach plan, consider these priorities and interests to drive advocacy efforts in support of the City of South Miami. Although not inclusive, they provide a view into the most critical issues facing our community: •Traffic and multi-modal mobility and safety •Resilient infrastructure •Sea-level rise 23 City of South Miami Exhibit A Scope of Services •Flooding •Stormwater systems •Water quality •Electrical utility undergrounding and reliability •Property insurance •Flood insurance •Condominium associations regulations •Building standards, code and certification requirements •Zoning codes •Motorized scooters, bicycles and electric bicycles •Seniors and special needs programming •Emergency management planning, preparation, response, and recovery •Retention of home rule powers 1.3.2. Agencies of Interest:Given the City’s priorities and interests, is it critical for the Village leadership and its State legislative representatives to form strong relationships with the following State leaders, organizations, and agencies: •State House of Representatives and Relevant Committees •State Senate and Relevant Committees •Governor’s Office and Relevant Offices •Florida Department of Environmental Protection •Florida Division of Emergency Management •Florida Department of Transportation 24 City of South Miami, FL Page 1 of 18 PROFESSIONAL SERVICES AGREEMENT BETWEEN CITY OF SOUTH MIAMI, FLORIDA AND RUBIN, TURNBULL & ASSOCIATES, INC. THIS AGREEMENT (this “Agreement”) is made effective as of ________, 2024 (the “Effective Date”), by and between CITY OF SOUTH MIAMI, FLORIDA, a Florida municipal corporation, (the “City”) and RUBIN, TURNBULL & ASSOCIATES, INC., a Florida profit corporation. WHEREAS,the City is in need of State of Florida Lobbying Services, as set forth in the Scope of Services attached hereto as Exhibit “A”; and WHEREAS,on September 24, 2024, the City of South Miami (the “City”) issued Request for Proposals (“RFP”) No. CSM2024-11 for the “Services”, which RFP is incorporated as though fully set forth herein by this reference; and WHEREAS,the Consultant submitted a proposal, attached hereto as Exhibit “B,” to perform the Services in an amount not to exceed $50,000 annually; and WHEREAS,on December 10, 2024, the City Commission adopted Resolution No. , selecting the Consultant on a non-exclusive basis and authorizing the City Manager to negotiate and execute this Agreement with the Consultant in an amount not to exceed $50,000 annually for a three-year term, with one two-year renewal option; and WHEREAS, the City desires to engage the Consultant to perform the Services and provide the deliverables as specified below. NOW, THEREFORE, in consideration of the mutual covenants and conditions contained herein, the City and the Consultant agree as follows: 1. Scope of Services. 1.1.Consultant shall provide the Services on a non-exclusive basis as set forth in the Scope of Servies attached hereto as Exhibit “A” and the Proposal attached hereto as Exhibit “B.” The Services shall conform to the requirements of the RFP. 1.2.Consultant shall furnish all reports, documents, and information obtained pursuant to this Agreement, and recommendations during the term of this Agreement (hereinafter “Deliverables”) to the City. 2. Term/Commencement Date. 2.1.The term of this Agreement shall be from the Effective Date and continue for a period of three (3) years, unless earlier terminated in accordance with Paragraph 8. Additionally, 25 City of South Miami, FL Page 2 of 18 the City Manager may renew this Agreement for one additional two-yearterm on the same terms as set forth herein upon written notice to the Consultant. 2.2.Consultant agrees that time is of the essence and Consultant shall complete the Services within the term of this Agreement, unless extended by the City Manager. 3. Compensation and Payment. 3.1.Consultant shall be compensated in an amount not to exceed $50,000 annually in accordance with the Proposal attached hereto as Exhibit “B.” 3.2.Consultant shall deliver an invoice to City no more often than once per month detailing Services completed and the amount due to Consultant under this Agreement. Fees shall be paid in arrears each month, pursuant to Consultant’s invoice. The City shall pay the Consultant in accordance with the Florida Prompt Payment Act after approval and acceptance of the Services by the City Manager. 4. Subconsultants. 4.1.The Consultant shall be responsible for all payments to any subconsultants and shall maintain responsibility for all work related to the Services. 4.2.Consultant may only utilize the services of a particular subconsultant with the prior written approval of the City Manager, which approval may be granted or withheld in the City Manager’s sole and absolute discretion. 5. City’s Responsibilities. 5.1.City shall make available any maps, plans, existing studies, reports, staff and representatives, and other data pertinent to the Services and in possession of the City, and provide criteria requested by Consultant to assist Consultant in performing the Services. 5.2.Upon Consultant’s request, City shall reasonably cooperate in arranging access to public information that may be required for Consultant to perform the Services. 6. Consultant’s Responsibilities; Representations and Warranties. 6.1.The Consultant shall exercise the same degree of care, skill and diligence in the performance of the Services as is ordinarily provided by a consultant under similar circumstances. If at any time during the term of this Agreement or within two (2) years from the completion of this Agreement, it is determined that the Consultant’s Deliverables or Services are incorrect, not properly rendered, defective, or fail to conform to City requests, the Consultant shall at Consultant’s sole expense, immediately correct its Deliverables or Services. 6.2.The Consultant hereby warrants and represents that at all times during the term of this Agreement it shall maintain in good standing all required licenses, certifications and permits required under Federal, State and local laws applicable to and necessary to perform the 26 City of South Miami, FL Page 3 of 18 Services for City as an independent contractor of the City. Consultant further warrants and represents that it has the required knowledge, expertise, and experience to perform the Services and carry out its obligations under this Agreement in a professional and first class manner. 6.3.The Consultant represents that is an entity validly existing and in good standing under the laws of Florida. The execution, delivery and performance of this Agreement by Consultant have been duly authorized, and this Agreement is binding on Consultant and enforceable against Consultant in accordance with its terms. No consent of any other person or entity to such execution, delivery and performance is required. 7. Conflict of Interest. 7.1.To avoid any conflict of interest or any appearance thereof, Consultant shall not, for the term of this Agreement, provide any consulting services to any private sector entities (developers, corporations, real estate investors, etc.), with any current, or foreseeable, adversarial issues in the City. 8. Termination. 8.1.The City Manager, without cause, may terminate this Agreement upon five (5) calendar days’ written notice to the Consultant, or immediately with cause. 8.2.Upon receipt of the City's written notice of termination, Consultant shall immediately stop work on the Services unless directed otherwise by the City Manager. 8.3.In the event of termination by the City, the Consultant shall be paid for all Services accepted by the City Manager up to the date of termination, provided that the Consultant has first complied with the provisions of Paragraph 8.4. 8.4.The Consultant shall transfer all books, records, reports, working drafts, documents, maps, and data pertaining to the Services and the project to the City, in a hard copy and electronic format within fourteen (14) days from the date of the written notice of termination or the date of expiration of this Agreement. 8.5. Termination Due To Lack of Funding.This Agreement is subject to the condition precedents that: (i) City funds are available, appropriated and budgeted, for the Services annually for each year of the Term; (ii) the City secures and obtains any necessary proceeds, grants or loans for the accomplishment of the Services pursuant to any borrowing legislation adopted by the City Commission relative to the Services; and (iii) the City Commission enacts legislation or other necessary resolutions, which awards and authorizes the execution of this Agreement and the annual appropriation and budgeting for the Services. The City represents to Consultant that the City has adopted a resolution authorizing execution of this Agreement, if required by applicable law. 9. Insurance. 27 City of South Miami, FL Page 4 of 18 9.1.Consultant shall secure and maintain throughout the duration of this Agreement 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 Consultant’s insurance and shall not contribute to the Consultant’s insurance. The insurance coverages shall include at a minimum the amounts set forth in this section and may be increased by the City as it deems necessary or prudent. 9.1.1. 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 Consultant. The General Aggregate Liability limit and the Products/Completed Operations Liability Aggregate limit shall be in the amount of $2,000,000 each. 9.1.2. 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, subcontractor or agent of the Consultant shall be allowed to provide Services pursuant to this Agreement who is not covered by Worker’s Compensation insurance. In order for this requirement to be waived, Consultant must provide proof of exemption from such laws. Information regarding eligibility for an exemption from the State of Florida Workers’ Compensation Law is available at: https://www.myfloridacfo.com/Division/wc/PublicationsFormsManualsReports/Bro chures/Key-Coverage-and-Eligibility.pdf. Exemptions may be applied for online through the Florida Department of Financial Services, Division of Workers’ Compensation at: https://www.myfloridacfo.com/Division/wc/Employer/Exemptions/default.htm. 9.1.3. Business Automobile Liability with minimum limits of $1,000,000 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 Hired, and Non-Owned Vehicles. 9.1.4. Professional Liability Insurance in an amount of not less than One Million Dollars ($1,000,000.00) per occurrence, single limit. If Professional Liability Insurance is required, the City shall select this box: ⾙. 9.2. Certificate of Insurance. Certificates of Insurance shall be provided to the City, reflecting the City as an Additional Insured (except with respect to Professional Liability 28 City of South Miami, FL Page 5 of 18 Insurance and Worker’s Compensation Insurance), no later than ten (10) days after award of this Agreement and prior to the execution of this Agreement by City and prior to commencing Services. Each 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. The Consultant shall be responsible for assuring that the insurance certificates required by this Section remain in full force and effect for the duration of this Agreement, including any extensions or renewals that may be granted by the City. The Certificates of Insurance shall not only name the types of policy(ies) provided, but also shall refer specifically to this Agreement and shall state that such insurance is as required by this Agreement. The City reserves the right to inspect and return a certified copy of such policies, upon written request by the City. If a policy is due to expire prior to the completion of the Services, renewal Certificates of Insurance shall be furnished thirty (30) calendar days prior to the date of their policy expiration. Each policy certificate shall be endorsed with a provision that not less than thirty (30) calendar days’ written notice shall be provided to the City before any policy or coverage is cancelled or restricted. Acceptance of the Certificate(s) is subject to approval of the City. 9.3. Additional Insured. Except with respect to Professional Liability Insurance and Worker’s Compensation Insurance, the City is to be specifically included as an Additional Insured for the liability of the City resulting from Services performed by or on behalf of the Consultant in performance of this Agreement. The Consultant’s insurance, including that applicable to the City as an Additional Insured, shall apply on a primary basis and any other insurance maintained by the City shall be in excess of and shall not contribute to the Consultant’s insurance. The Consultant’s insurance shall contain a severability of interest provision providing that, except with respect to the total limits of liability, the insurance shall apply to each Insured or Additional Insured (for applicable policies) in the same manner as if separate policies had been issued to each. 9.4. Deductibles. All deductibles or self-insured retentions must be declared to and be reasonably approved by the City. The Consultant shall be responsible for the payment of any deductible or self-insured retentions in the event of any claim. 9.5.The provisions of this section shall survive termination of this Agreement. 10. Nondiscrimination.During the term of this Agreement, Consultant shall not discriminate against any of its employees or applicants for employment because of their race, color, religion, sex, or national origin, and will abide by all Federal and State laws regarding nondiscrimination. 11. Attorney’s Fees and Waiver of Jury Trial. 11.1.In the event of any litigation arising out of this Agreement, the prevailing party shall be entitled to recover its attorneys’ fees and costs, including the fees and expenses of any paralegals, law clerks and legal assistants, and including fees and expenses charged for representation at both the trial and appellate levels. 29 City of South Miami, FL Page 6 of 18 11.2.IN THE EVENT OF ANY LITIGATION ARISING OUT OF THIS AGREEMENT, EACH PARTY HEREBY KNOWINGLY, IRREVOCABLY, VOLUNTARILY AND INTENTIONALLY WAIVES ITS RIGHT TO TRIAL BY JURY. 12. Indemnification. 12.1.Consultant shall indemnify and hold harmless the City, its officers, agents and employees, from and against any and all demands, claims, losses, suits, liabilities, causes of action, judgment or damages, arising from Consultant’s performance or non- performance of any provision of this Agreement, including, but not limited to, liabilities arising from contracts between the Consultant and third parties made pursuant to this Agreement. Consultant shall reimburse the City for all its expenses including reasonable attorneys’ fees and costs incurred in and about the defense of any such claim or investigation and for any judgment or damages arising from Consultant’s performance or non-performance of this Agreement. 12.2.Nothing herein is intended to serve as a waiver of sovereign immunity by the City nor shall anything included herein be construed as consent to be sued by third parties in any matter arising out of this Agreement or any other contract. The City is subject to section 768.28, Florida Statutes, as may be amended from time to time. 12.3.The provisions of this section shall survive termination of this Agreement. 13. Notices/Authorized Representatives.Any notices required by this Agreement shall be in writing and shall be deemed to have been properly given if transmitted by hand-delivery, by registered or certified mail with postage prepaid return receipt requested, or by a private postal service, addressed to the parties (or their successors) at the addresses listed on the signature page of this Agreement or such other address as the party may have designated by proper notice. 14. Governing Law and Venue. This Agreement shall be construed in accordance with and governed by the laws of the State of Florida. Venue for any proceedings arising out of this Agreement shall be proper exclusively in Miami-Dade County, Florida. 15. Entire Agreement/Modification/Amendment. 15.1.This writing contains the entire Agreement of the parties and supersedes any prior oral or written representations. No representations were made or relied upon by either party, other than those that are expressly set forth herein. 15.2.No agent, employee, or other representative of either party is empowered to modify or amend the terms of this Agreement, unless executed with the same formality as this document. 16. Ownership and Access to Records and Audits. 30 City of South Miami, FL Page 7 of 18 16.1.Consultant acknowledges that all inventions, innovations, improvements, developments, methods, designs, analyses, drawings, reports, compiled information, and all similar or related information (whether patentable or not) which relate to Services to the City which are conceived, developed or made by Consultant during the term of this Agreement (“Work Product”) belong to the City. Consultant shall promptly disclose such Work Product to the City and perform all actions reasonably requested by the City (whether during or after the term of this Agreement) to establish and confirm such ownership (including, without limitation, assignments, powers of attorney and other instruments). 16.2.Consultant agrees to keep and maintain public records in Consultant’s possession or control in connection with Consultant’s performance under this Agreement. The City Manager or her designee shall, during the term of this Agreement and for a period of three (3) years from the date of termination of this Agreement, have access to and the right to examine and audit any records of the Consultant involving transactions related to this Agreement. Consultant additionally agrees to comply specifically with the provisions of Section 119.0701, Florida Statutes. Consultant shall ensure that public records that are exempt or confidential and exempt from public records disclosure requirements are not disclosed, except as authorized by law, for the duration of the Agreement, and following completion of the Agreement until the records are transferred to the City. 16.3.Upon request from the City’s custodian of public records, Consultant shall provide the City with a copy of the requested records or allow the records to be inspected or copied within a reasonable time at a cost that does not exceed the cost provided by Chapter 119, Florida Statutes, or as otherwise provided by law. 16.4.Unless otherwise provided by law, any and all records, including but not limited to reports, surveys, and other data and documents provided or created in connection with this Agreement are and shall remain the property of the City. 16.5.Upon completion of this Agreement or in the event of termination by either party, any and all public records relating to the Agreement in the possession of the Consultant shall be delivered by the Consultant to the City Manager, at no cost to the City, within seven (7) days. All such records stored electronically by Consultant shall be delivered to the City in a format that is compatible with the City’s information technology systems. Once the public records have been delivered upon completion or termination of this Agreement, the Consultant shall destroy any and all duplicate public records that are exempt or confidential and exempt from public records disclosure requirements. 16.6.Any compensation due to Consultant shall be withheld until all records are received as provided herein. 16.7.Consultant’s failure or refusal to comply with the provisions of this section shall result in the immediate termination of this Agreement by the City. 16.8.Notice Pursuant to Section 119.0701(2)(a), Florida Statutes.IF THE CONSULTANT HAS QUESTIONS REGARDING THE 31 City of South Miami, FL Page 8 of 18 APPLICATION OF CHAPTER 119, FLORIDA STATUTES, TO THE CONSULTANT’S DUTY TO PROVIDE PUBLIC RECORDS RELATING TO THIS AGREEMENT, CONTACT THE CUSTODIAN OF PUBLIC RECORDS: NKENGA “NIKKI” PAYNE , CMC, FCRM, 6130 Sunset Drive, South Miami, Florida 33143, 305-663-6340, npayne@southmiamifl.gov. 17. Nonassignability.This Agreement shall not be assignable by Consultant unless such assignment is first approved by the City Manager. The City is relying upon the apparent qualifications and expertise of the Consultant, and such firm’s familiarity with the City’s area, circumstances and desires. 18. Severability. If any term or provision of this Agreement shall to any extent be held invalid or unenforceable, the remainder of this Agreement shall not be affected thereby, and each remaining term and provision of this Agreement shall be valid and be enforceable to the fullest extent permitted by law. 19. Independent Contractor. The Consultant and its employees, volunteers and agents shall be and remain an independent contractor and not an agent or employee of the City with respect to all of the acts and services performed by and under the terms of this Agreement. This Agreement shall not in any way be construed to create a partnership, association or any other kind of joint undertaking, enterprise or venture between the parties. 20. Compliance with Laws. The Consultant shall comply with all applicable laws, ordinances, rules, regulations, and lawful orders of public authorities in carrying out Services under this Agreement, and in particular shall obtain all required permits from all jurisdictional agencies to perform the Services under this Agreement at its own expense. 21. Waiver. The failure of either party to this Agreement to object to or to take affirmative action with respect to any conduct of the other which is in violation of the terms of this Agreement shall not be construed as a waiver of the violation or breach, or of any future violation, breach or wrongful conduct. 22. Survival of Provisions. Any terms or conditions of either this Agreement that require acts beyond the date of the term of the Agreement, shall survive termination of the Agreement, shall remain in full force and effect unless and until the terms or conditions are completed and shall be fully enforceable by either party. 23. Prohibition of Contingency Fees.The Consultant warrants that it has not employed or retained any company or person, other than a bona fide employee working solely for the Consultant, to solicit or secure this Agreement, and that it has not paid or agreed to pay any person(s), company, corporation, individual or firm, other than a bona fide employee working solely for the Consultant, any fee, commission, percentage, gift, or any other consideration, contingent upon or resulting from the award or making of this Agreement. 24. State Required Affidavits.By entering into this Agreement, the Consultant agrees to review and comply with the following state affidavit requirements: 32 City of South Miami, FL Page 9 of 18 24.1.Public Entity Crimes Affidavit.Consultant shall comply with Section 287.133, Florida Statutes (Public Entity Crimes Statute), notification of which is hereby incorporated herein by reference, including execution of any required affidavit. 24.2.Scrutinized Companies.Consultant certifies that it is not on the Scrutinized Companies that Boycott Israel List or engaged in a boycott of Israel. Pursuant to section 287.135, Florida Statues, the City may immediately terminate this Agreement at its sole option if the Consultantis found to have submitted a false certification; or if the Consultant is placed on the Scrutinized Companies that Boycott Israel List or is engaged in the boycott of Israel during the term of the Agreement. If this Agreement is for more than one million dollars, the Consultant certifies that it is also not on the Scrutinized Companies with Activities in Sudan, Scrutinized Companies with Activities in the Iran Terrorism Sectors List, 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, Florida Statutes. Pursuant to Section 287.135, Florida Statutes, the City may immediately terminate this Agreement at its sole option if the Consultant is found to have submitted a false certification; or if the Consultant is placed on the Scrutinized Companies with Activities in Sudan List, Scrutinized Companies with Activities in the Iran Terrorism Sectors List, Scrutinized Companies with Activities in Iran Petroleum Energy Sector List, or engaged with business operations in Cuba or Syria during the term of the Agreement. 24.3.E-Verify Affidavit.In accordance with Section 448.095, Florida Statutes, the City requires all contractors doing business with the City to register with and use the E-Verify system to verify the work authorization status of all newly hired employees. The City will not enter into a contract unless each party to the contract registers with and uses the E- Verify system. The contracting entity must provide of its proof of enrollment in E-Verify. For instructions on how to provide proof of the contracting entity’s participation/enrollment in E-Verify, please visit: https://www.e-verify.gov/faq/how-do- i-provide-proof-of-my-participationenrollment-in-e-verify. By entering into this Agreement, the Consultant acknowledges that it has read Section 448.095, Florida Statutes; will comply with the E-Verify requirements imposed by Section 448.095, Florida Statutes, including but not limited to obtaining E-Verify affidavits from subcontractors; and has executed the required affidavit attached hereto and incorporated herein. 24.4.Noncoercive Conduct Affidavit. Pursuant to Section 787.06, Florida Statutes, a nongovernmental entity executing, renewing, or extending a contract with a governmental entity is required to provide an affidavit, signed by an officer or a representative of the nongovernmental entity under penalty of perjury, attesting that the nongovernmental entity does not use coercion for labor or services as defined in Section 787.06(2)(a), Florida Statutes. By entering into this Agreement, the Consultant acknowledges that it has read Section 787.06, Florida Statutes, and will comply with the requirements therein, and has executed the required affidavit attached hereto and incorporated herein. 24.5.Prohibition on Contracting with Entities of Foreign Concern.Pursuant to Section 287.138, Florida Statutes (which is expressly incorporated herein by reference), a governmental entity may not knowingly enter into a contract with an entity which would give access to an individual’s personal identifying information if (a) the entity is owned 33 City of South Miami, FL Page 10 of 18 by the government of a foreign country of concern; (b) the government of a foreign country of concern has a controlling interest in the entity; or (c) the entity is organized under the laws of or has its principal place of business in a foreign country of concern. By entering into this Agreement, the Consultant acknowledges that it has read Section 287.138,Florida Statutes, and complies with the requirements therein, and has executed the required affidavit attached hereto and incorporated herein. 25. Counterparts. This Agreement may be executed in several counterparts, each of which shall be deemed an original and such counterparts shall constitute one and the same instrument. 26. Conflicts; Order of Priority.This document without exhibits is referred to as the “Base Agreement.” In the event of a conflict between the terms of this Agreement and any exhibits or attachments hereto, or any documents incorporated herein by reference, the conflict shall be resolved in the following order of priorities and the more stringent criteria for performance of the Services shall apply: 26.1.First Priority: Base Agreement; 26.2.Second Priority: the RFP; 26.3.Third Priority: Exhibit A – Scope of Services; and 26.4.Fourth Priority: Exhibit B – Proposal. 27. Non-Exclusive Agreement.The City reserves the right to procure or acquire the same or similar services from another provider while this Agreement is in full force and effect. [Remainder of page intentionally left blank. Signature pages follow.] 34 City of South Miami, FL Page 11 of 18 IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed the day and year as first stated above. CITY OF SOUTH MIAMI, FLORIDA By: Genaro “Chip” Iglesias, City Manager Date: ______________________________________ Attest: Nkenga “Nikki” Payne, CMC, FCRM City Clerk Approved as to Form and Legal Sufficiency: By: Weiss Serota Helfman Cole & Bierman, P.L. City Attorney Addresses for Notice: City of South Miami Attn: Genaro “Chip” Iglesias, City Manager City of South Miami 6130 Sunset Drive South Miami, FL 33143 305-(telephone) ciglesias@southmiamifl.gov(email) With a copy to: Weiss Serota Helfman Cole & Bierman, P.L. Attn: Lillian Arango and Tony Recio, Esq. City of South Miami City Attorney 2800 Ponce de Leon Boulevard, 12 th Floor Coral Gables, FL 33134 larango@wsh-law.com (email) trecio@wsh-law.com (email) RUBIN, TURNBULL & ASSOCIATES, INC. By: Heather L. Turnbull Date: _____________________________________ Addresses for Notice: Rubin, Turnbull & Associates, Inc. Heather L. Turnbull 401 E. Last Olas Boulevard, Suite 130-447 Fort Lauderdale, FL 33301 (954)467-3993 (telephone) Heather@RubinTurnbull.com (email) With a copy to: (telephone) (email) 35 City of South Miami E-Verify Affidavit E-VERIFY AFFIDAVIT In accordance with Section 448.095, Florida Statutes, the City requires all contractors doing business with the City to register with and use the E-Verify system to verify the work authorization status of all newly hired employees. The City will not enter into a contract unless each party to the contract registers with and uses the E-Verify system. The contracting entity must provide of its proof of enrollment in E-Verify. For instructions on how to provide proof of the contracting entity’s participation/enrollment in E-Verify, please visit: https://www.e- verify.gov/faq/how-do-i-provide-proof-of-my-participationenrollment-in-e-verify By signing below, the contracting entity acknowledges that it has read Section 448.095, Florida Statutes and will comply with the E-Verify requirements imposed by it, including but not limited to obtaining E- Verify affidavits from subcontractors. ☐Check here to confirm proof of enrollment in E-Verify has been attached to this Affidavit. In the presence of: Signed, sealed and delivered by: Witness #1 Print Name: Print Name: Title: Witness #2 Print Name: Entity 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 36 City of South Miami Noncoercive Conduct for Labor or Services Affidavit AFFIDAVIT ATTESTING TO NONCOERCIVE CONDUCT FOR LABOR OR SERVICES Effective July 1, 2024, Section 787.06, Florida Statutes, a nongovernmental entity executing, renewing, or extending a contract with a governmental entity is required to provide an affidavit, signed by an officer or a representative of the nongovernmental entity under penalty of perjury, attesting that the nongovernmental entity does not use coercion for labor or services as defined in Section 787.06(2)(a), Florida Statutes. By signing below, I hereby affirm under penalty of perjury that: 1. I have read Section 787.06, Florida Statutes, and understand that this affidavit is provided in compliance with the requirement that, upon execution, renewal, or extension of a contract between a nongovernmental entity and a governmental entity, the nongovernmental entity must attest to the absence of coercion in labor or services. 2. I am an officer or representative of , a nongovernmental entity. 3.does not use coercion for labor or services as defined in the relevant section of the law. In the presence of: Under penalties of perjury, I declare that I have read the foregoing and the facts stated in it are true: Witness #1 Print Name: Print Name: Title: Witness #2 Print Name: Entity Name: OATH OR AFFIRMATION State of Florida County of Sworn to (or affirmed) and subscribed 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 37 City of South Miami Prohibition on Contracting with Entities of Countries of Foreign Concern AFFIDAVIT REGARDING PROHIBITION ON CONTRACTING WITH ENTITIES OF FOREIGN COUNTRIES OF CONCERN Pursuant to Section 287.138, Florida Statutes (which is expressly incorporated herein by reference), a governmental entity may not knowingly enter into a contract with an entity which would give access to an individual’s personal identifying information if (a) the entity is owned by ethe government of a foreign country of concern; (b) the government of a foreign country of concern has a controlling interest in the entity; or (c) the entity is organized under the laws of or has its principal place of business in a foreign country of concern. This affidavit must be completed by an officer or representative of an entity submitting a bid, proposal, or reply to, or entering into, renewing, or extending, a contract with a governmental entity which would grant the entity access to an individual’s personal identifying information. 1.(“entity”) does not meet any of the criteria in paragraphs (2)(a)-(c) of Section 287.138, F.S. In the presence of: Under penalties of perjury, I declare that I have read the foregoing and the facts stated in it are true: Witness #1 Print Name: Print Name: Title: Witness #2 Print Name: Entity Name: OATH OR AFFIRMATION State of Florida County of Sworn to (or affirmed) and subscribed 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 City of South Miami Exhibit A EXHIBIT A SCOPE OF SERVICES, SPECIFICATIONS, AND REQUIREMENTS 1.1 DESCRIPTION: The City of South Miami is issuing a Request for Proposals (RFP) to solicit a qualified state lobbyist firm(s) that can successfully represent our community’s interests and serve as our advocate with the State government and across the South Florida region. 1.2 INTRODUCTION: The City of South Miami invites proposals from qualified State lobbyists to advocate for our community's interests and to address pressing legislative, funding and administrative requirements.The City encompasses approximately 2.5 square miles and includes a population of 12,026, according to the 2020 Census. As per Bureau of Economic & Business ResearchatUF, themostrecentCityPopulationcountfor2023was11,981. Thisisthenumber whichwill beused for State Revenue Sharing calculations. The City’s economy is greatly influenced by the economic condition of the entire Miami Dade County. The major businesses in the City are serviceoriented, with the health care industry professional services, restaurant and retail shops, and education and administrative servicesbeing the main employers. Below is the breakdown of businesses within the City by category: *INDUSTRY BY CLASS OF WORKER SECTOR ESTIMATE Construction 294 Manufacturing 308 Wholesale trade 256 Retail trade 310 Transportation and Warehousing, and Utilities 357 Information 186 Finance and Insurance, and Real Estate, and Rental and Leasing 363 Professional, Scientific, Management & Admin, and Waste Management Services 896 Educational Services, and Health Care and Social Assistance 1,418 Arts, Entertainment, and Recreation, and Accommodation and Food Services 602 Other Services, Except Public Administration 285 Public Administration 335 TOTAL FOR ALL SECTORS 5,610 Source: U.S. Census Bureau 2010 Form S2407 Industry by Class of Work for the Civilian Employed Population 16Years and Over * Information is based on data from year 2010. The Census data for year 2020 is not available as if the date of this report. It is within this context that the City of South Miami seeks a skilled and dedicated State regional lobbyist firm(s) to advocate for our community's unique priorities and foster collaborative solutions to enhance the resilience and well-being of all residents of the City.. 39 City of South Miami Exhibit A The lobbyist firm will work with the City Manager and/or designee to identify and represent legislative, coordination and funding priorities for the City.As directed by the City Manager, and/or designee, the firm will serve as a consistent and effective primary point of contact between the City and State officials and legislators. The City requires services with an emphasis on producing measurable results in achieving state funding and/or legislative and executive action favorable or protective to the City. The City seeks a well-informed lobbyist firm, capable of providing timely and frequent information to the City on the interests, priorities, and other issues and decisions (listed below) at the State level that may affect the City. The successful firm will have a strong background on issues of importance to the City and will be able to demonstrate unique relationships with members of the Legislature and others representing the City. The lobbyist firm will agree to be always available upon reasonable request to meet with the City Commission, City staff, and others as specified to perform the responsibilities assigned. Toattend meetings, represent the interests of the City, and act as liaison between the City and all branches, departments, and agencies of the State government, at any legislative committee meeting or meetings with the Governor, or Department or State agencies, as well as regional agencies, universities, school boards and federal-related agencies, if necessary, on matters under the scope of this Request for Proposal (RFP). It is expected that the successful firm will review and understand the Agendas of the House and Senate leaders to assist the City to strategically seek monetary funds and policy change. Although legal opinions are not required as a part of the firm responsibilities, the City will expect the firm to understand applicable laws and proposals under consideration by the administrative agencies or the Legislators or their committees, and the firm shall be expected to have the ability to interpret legal implications and advise the City accordingly. The lobbyist firm is also expected to monitor proposals and activities in meetings regarding State administrative and agency hearings. This would include a review of the agendas and providing notification to the City as pertinent issues arise. The firm would also be expected to report the outcome of such meetings within two (2) business days.The firms should be prepared to lobby committee members prior to and during these meetings to accomplish the City’s desired positions. The Scope of Services to be provided to the City shall include: 1.3 STATE LEGISLATIVE AND ADVOCACY SUPPORT REQUIREMENTS: 1. Collaborate with City officials and subject matter experts to develop and execute a recurring and annual State legislative action plan to represent and support the City of South Miami’s priorities and interests with key State legislators, relevant committee chairs and influential legislators, relevant State agencies, related organizations, and the Governor’s Office. 2. Facilitate regular meetings with key State legislators, the Governor’s office, and State agencyofficials to strengthenrelationships andmaintainsupportfortheCity’scurrent 40 City of South Miami Exhibit A and projected priorities and interests. 3. Provide consultation and advice to the City in identifying, defining, and pursuing its annual State legislation and appropriations requirements and requests. 4. Provide expertise and help outline the City’s tactics and techniques to implement the pursuit of its annual State legislation and appropriations requests in a professional and image conscious manner. 5. Assist the City in developing and submitting convincing, accurate and timely State legislative request documents and related communications. Ensure items are introduced and presented to City’s representatives and key State leadership early in the legislative process and at critical timelines throughout the legislative session. 6. Facilitate, coach and prepare the City for meetings and communications with relevant State legislators, their staff, committee members and leadership to effectively guide City legislative requests throughout the State legislative session. 7. Represent and advocate for the City’s priorities and interests throughout the year by collaborating with key State legislators and State agency staff. Particularly focus efforts during the State legislative session to facilitate access and influence on desired outcomes for the City. 8. Monitor and provide regular updates on the progress of State legislation, regulatory and appropriations actions that may affect the City’s priorities and interests. Inform and assist the City in making necessary tactical or technical moves and/or changes to influence desired outcomes for the City. 9. Provide general advice, suggested strategies, and research relating to issues important to the City of South Miami’s State level legislation, regulatory and appropriations priorities and interests. 10. Facilitate programmatic, grant, and technical support coordination with relevant State agencies. 11.Seek and coordinate grant funding opportunities applicable to the City. This includes identifying relevant State grant programs and advocating for the City’s eligibility and alignment with grant criteria. 1.3.1. Topics of Interest: To help develop your approach plan, consider these priorities and interests to drive advocacy efforts in support of the City of South Miami. Although not inclusive, they provide a view into the most critical issues facing our community: •Traffic and multi-modal mobility and safety •Resilient infrastructure •Sea-level rise 41 City of South Miami Exhibit A •Flooding •Stormwater systems •Water quality •Electrical utility undergrounding and reliability •Property insurance •Flood insurance •Condominium associations regulations •Building standards, code and certification requirements •Zoning codes •Motorized scooters, bicycles and electric bicycles •Seniors and special needs programming •Emergency management planning, preparation, response, and recovery •Retention of home rule powers 1.3.2. Agencies of Interest:Given the City’s priorities and interests, is it critical for the Village leadership and its State legislative representatives to form strong relationships with the following State leaders, organizations, and agencies: •State House of Representatives and Relevant Committees •State Senate and Relevant Committees •Governor’s Office and Relevant Offices •Florida Department of Environmental Protection •Florida Division of Emergency Management •Florida Department of Transportation 42 - 1 - City of South Miami (RFP) No. CSM2024-11 STATE OF FLORIDA LOBBYING SERVICES c/o Steven P. Kulick, Chief Procurement Officer skulick@southmiamifl.gov 43 CAPITAL CITY South 'Miami THE CITY OF PLEASANT LIVING - 2 - Cover Letter and Table of Contents October 16, 2024 Attn: Steven P. Kulick Chief Procurement Officer 6130 Sunset Drive City of South Miami, Florida 33143 Re: RFP No. CSM2024-11, State of Florida Lobbying Services Dear Mr. Kulick: On behalf of Capital City Consulting (CCC), we are excited to submit this proposal to provide State of Florida Lobbying Services for The City of South Miami (City). CCC has represented the City of South Miami since 2022 and we look forward to continuing our professional relationship. With over 11 thousand residents (and growing), we understand that the City has highly complicated and unique transportation, environmental, and appropriations needs. CCC has proudly represented the City since 2023 and we believe our team of consultants has the track record, background and expertise needed to effectively represent these diverse interests before the executive and legislative branches in Tallahassee. As you will see in this proposal, CCC has accomplished these goals through strategic planning, accessing key relationships, and handling complex and controversial government initiatives; all skills and resources we will continue to put to work for the City if reselected to represent you. Sincerely, Jared Rosenstein Partner, Capital City Consulting 44 CAPITAL CITY CAPITAL CITY L—CONSULTING—1 - 3 - Table of Contents Cover Letter and Table of Contents ................................................................................................ - 2 - 1.7.1 Proposal Form Package ........................................................................................................ - 5 - Form 1 Proposal Package Acknowledgement .......................................................................................... - 5 - Form 2b Proposer’s Certification (if Partnership) ..................................................................................... - 7 - Form 3 Single Execution Affidavits .......................................................................................................... - 8 - Form 4 Dispute Disclosure .................................................................................................................... - 15 - Form 5 Certification Regarding Debarment, Suspension and Other Responsibility Matters Primary Covered Transactions ........................................................................................................................................ - 16 - Form 6 Proposer’s Qualifications Survey ............................................................................................... - 17 - Form 7 Price Proposal .......................................................................................................................... - 20 - Form 8 Reference List ........................................................................................................................... - 21 - Reference #1 ................................................................................................................................................................- 21 - Reference #2 ................................................................................................................................................................- 22 - Reference #3 ................................................................................................................................................................- 23 - Form 9 Key Staff and Proposed Subcontractors ..................................................................................... - 24 - 1.7.2 Proof of Experience ............................................................................................................. - 26 - Firm History ..................................................................................................................................................................- 26 - Relevant Experience .....................................................................................................................................................- 29 - Past Performance on Appropriations ...........................................................................................................................- 34 - 1.7.3 Safety Record ..................................................................................................................... - 40 - 1.7.4 Proposers Qualifications ..................................................................................................... - 41 - 1.7.4.1 ................................................................................................................................................. - 41 - 1.7.4.2 ................................................................................................................................................. - 42 - 1.7.4.3 ................................................................................................................................................. - 42 - 1.7.4.4 ................................................................................................................................................. - 42 - 1.7.4.5 ................................................................................................................................................. - 49 - 1.7.4.6 ................................................................................................................................................. - 49 - 1.7.4.7 ................................................................................................................................................. - 49 - 1.7.4 Personnel Qualifications/Key Staff ...................................................................................... - 50 - 1.7.5.1 ................................................................................................................................................. - 50 - 1.7.5.2 ................................................................................................................................................. - 50 - 1.7.5.3 and 1.7.5.4 ............................................................................................................................... - 51 - Jared Rosenstein – Resume and Biography................................................................................................. - 51 - 45 - 4 - Miguel Abad – Resume and Biography ........................................................................................................................- 53 - Fort Lauderdale Letter of Recommendation ................................................................................................................- 55 - Broward County Letter of Recommendation ...............................................................................................................- 56 - City of Coral Gables Letter of Recommendation ..........................................................................................................- 57 - 1.7.5.5 ................................................................................................................................................. - 58 - 1.7.6 Program Plan ..................................................................................................................... - 59 - Capital City Consulting – Experience and Scope of Services.................................................................... - 59 - 1.7.7 Insurance Certificates ......................................................................................................... - 61 - 1.7.8 Price Proposal ..................................................................................................................... - 62 - 1.7.9 Additional Information ....................................................................................................... - 63 - 46 - 5 - 1.7.1 Proposal Form Package Form 1 Proposal Package Acknowledgement 47 FORM 1 PROPOSAL FORM PAC KAGE ACKNOWLEDGEMENTS I hereby propose to furnish the goods and services specified in the Request for Proposals.RFP No.CSM2024-11.I agree that my Proposal will remain finn for a period of 180 days after opened by the City in order to allow the City adequate time to evaluate the Proposal. I certify that all information contained in this Proposal is truthful to the best of my knowledge and belief.I further certify that I am duly authorized to submit this Proposal on behalf of the Firm named as the Proposing Fir m and that said Firm is ready,willing,and able to perform if awarded the Agreement. I further certify,under oath,that this Proposal is made without prior understanding,agreement, connection,discussion,or collusion with any other person,firm or corporation submitting a Proposal:no officer,employee or agent of the City of South Miami or any other Proposer has an interest in said Proposal.Furthermore.I certify that the ruidersigned executed this Proposal Form with frill knowledge and understanding of matters therein contained and was duly authorized. I further certify that the Proposer acknowledges receipt of all Addenda issued by the City in connection with the RFP (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 Proposal: Form 1. Form 2A. Form 2B. Form 3. Form 4. Form 5. Proposal Form Package Acknowledgement. Proposer’s Certification (if Company or Corporation) Proposer’s Certification (if Partnership) Single Execution Affidavits Dispute Disclosure Certification Regarding Debarment.Suspension.&Other Responsibility Matters Primary Covered Transactions Form 6. Form 7. Form 8. Form 9. Proposer’s Qualifications Survey Price Proposal Form Reference List Key Staff &Proposed Subcontr actors - 6 - 48 CAPITAL CITY FORM 1 PROPOSAL FORM PACKAGE ACKNOWLEDGEMENTS (CONTINUED) Signature of proposer. capital city Consulting,LLC. NAME OFPROPOSER FIRM Jared Rosenstein,Partner NAME &TITLE,TYPED OR PRINTED MAILING ADDRESS 124 W,J^lcrsor.Street,Tanahassea FL 32301 (7BG )247-6716 TELEPHONE NUMBER Personally known to me;or Notary Public (Print,Stamp,or Type as Commissioned) !f (type authority)for on behalf of whom insfruduiit is eseented). Produced identification (Type of Identification:j .Did take an oath;or State of Florida County of QY^ The foregoing instninient was acknowb online notarization,this day of '(name of persem)as e of wfe BREANNAH L GOODSON A MY COMMISSION #HH OW»t BXPIRRS:NOT*mb6r19,202*,,,-W? - 7 - Form 2b Proposer’s Certification (if Partnership) 49 CAPITAL CITY Form ab Proposer’s Certification (if Partnership) FORM 2B PROPOSER'S CERTIFICATION (if Partnership) CERTIFICATE STATE OF ) )SS COUNTY OF ) I HEREBY CERTIFY that a meetiag of the Partners of Capital City Consulting,LLC. a pai'tnersliip existing tinder rhe laws of the State of Ftortda .held on •tori 4/24 f 2024,the following resohitioB was duly passed and adopted: "RESOLVED.that Jind Rosenstein as Partner of t|je Partnership,be and is hereby authorized to execute the Proposal dated . 2024.to the City of South Miami for RFP No.CSM2 024-11 STATE OF FLORIDA LOBBYING SERVICES Project,from this partnership and that his execution of thereof, attested by the shall be the official act and deed of this Partnership." 1 frother certify that said resolution is now in fidl force and eflfeet. IN WITNESS WHEREOF.I have hereunto set my hand this 2024. Secretary (SEAL) BREANNML GOODSOH hr A H My COMMAS'ON #HH 065&&1 HX?RES:Novanbet 19,202*’Eiwutwl 'f hru toivy Pitic undefwrttw - 8 - Form 3 Single Execution Affidavits 50 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 PROPOSER OR PROPOSER AND NOTARIZED BELOW.IN THE EVENT THE PROPOSER OR PROPOSER CANNOT SWEAR TO ANY OF THESE AFFIDAVIT STATEMENTS,THE PROPOSER OR PROPOSER IS DEEMED TO BE NON¬ RESPONSIBLE AND IS NOT ELIGIBLE TO SUBMIT A PROPOSAL PROPOSAL. THESE SINGLE EXECUTION AFFIDAVITS ARE SUBMITTED TO THE CITY OF SOUTH MIAMI AND ARE STATEMENTS MADE: By: For (Name of Proposing or Bidding Entity):Capital City Consulting,LLC. Whose business address is:124 W.Jefferson Street,Tallahassee FL 32301 And (if applicable)its Federal Employer Identification Number (FEIN)is:Q 1-0759013 (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. Proposer Initials - 9 - 51 Public Entits’Climes Affidavit I understand that a “public entity crime"as defined in Paragraph 287.133(l)(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 Proposal 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(l)(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(l)(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 proposals or applies to Proposal 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. (INDIC ATE 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 - 10 - 52 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 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 hi 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. 9^ Proposer Initials No C onflict of Interest or Contingent Fee Affidavit Proposer 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.Proposer 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.Proposer acknowledges that any violation of these warrants will result hi the termination of die contract and forfeiture of funds paid or to be paid to the Proposer should the Proposer be selected for the performance of this contract.9^,,Proposer Initials Business Entity Affidavit Proposer 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,diat 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 appohited officer of die City,may be a partner,officer,director or proprietor of Proposer or Vendor,and further,that no such City employee or elected or appohited officer,or the spouse,parent or child of any of them,alone or hi combination,may have a material hiterest in the Vendor or Proposer.Material interest means direct or indirect ownership of more than 5%of the total assets or capital stock of the Proposer.Any exception to these above described restrictions must be expressly provided by applicable law or ordinance and be confirmed hi writing by City.Further,Proposer recognizes that with respect to this transaction or Proposal,if any Proposer violates or is a party to a violation of the ethics - 11 - 53 ordinances or rules o£the City,the provisions of Miami-Dade County Code Section 2-11.1.as applicable to City,or the provisions of Chapter 112,part HI.Fla.Stat.,the Code of Ethics for Public Officers and Employees,such Proposer may be disqualified from furnishing the goods or services for which the Proposal or Proposal is submitted and may be further disqualified from submitting any future proposals or Proposal for goods or services to City.9^ Proposer Initials Anti-Collusion Affidavit 1.Proposer.Proposer has personal knowledge of the matters set forth in its Proposal Proposal and is fully informed respecting the preparation and contents of the attached Proposal Proposal and all pertinent circumstances respecting the ProposaLProposal; 2.The ProposaLProposal is genuine and is not a collusive or sham ProposaLProposal;and 3.Neither the Proposer.Proposer 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 Proposer Proposer,finn.or person to submit a collusive or sham Proposal Proposal,or has in any manner,directly or indirectly, sought by agreement or collusion or communication or conference with any other Proposer.Proposer,finn.or person to fix the price or prices in the attached ProposaLProposal or of any other Proposer Proposer,or to fix any overhead,profit,or cost element of the ProposaLProposal price or the Proposal.Proposal price of any other Proposer Proposer,or to secure through any collusion,conspiracy,connivance or unlawful agreement atty advantage against the City or any person interested in the proposed Contract. 9^Proposer Initials Scrutinized Company Certification 1.Proposer 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 RFP at its sole option if the Proposer or its subcontractors are found to have submitted a false certification;or if the Proposer,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 RFP is for more than one million dollars,the Proposer 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 RFP at its sole option if the Proposer,its affiliates,or its subcontractors are found to have submitted a false certification;or if the Proposer,its affiliates, or its subcontractors are placed on the Scrutinized Companies with Activities in Sudan List,or - 12 - 54 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 Proposer agrees to observe the above requirements for applicable subcontracts entered into for the performance of work under the Agreement that may result from this RFP.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. Proposer Initials Drug-Free Workplace Affidavit Proposer hereby recognizes that,pursuant to F.S.§287.087.preference shall be given to busmesses with drug-free workplace programs when two proposals.Proposal are equal with respect to price,quality,and service.Proposer understands that in order to qualify as a drug-free workplace.Proposer 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. b)Inform employees about the dangers of drug abuse in the workplace,the Proposer’s policy of maintaining a drug-free workplace,any available dnig counseling,rehabilitation,and employee assistance programs,and the penalties that may be imposed upon employees for drag abuse violations. 1)Give each employee engaged in providing commodities or contractual services under the RFP 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 RFP.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 ding 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 die entity submitting this sworn statement. (INDICATE WHICH STATEMENT APPLIES.) The entity submitting this sworn statement is a drug-free workplace and is in full - 13 - 55 compliance with the requirements set forth under F.S.§287.087. The entity submitting this sworn statement is not a drug-free workplace. q# Proposer Initials Citv Non-Discrimination Requirements Affidavit Proposer 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. Proposer 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 maimer.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. Proposer 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. 9^ Proposer Initials Acknowledgment.Warrants',and Acceptance 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 RFP No.CSM2024-05 and any addendum addenda related thereto. 3.Contractor warrants that it will not delegate or subcontract its responsibilities under an agr eement 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 Proposal is true and accurate.q# Proposer Initials [REMAINDER OF PAGE LEFT INTENTIONALLY BLANK. SIGNATURE PAGE FOLLOWS.] - 14 - 56 CAPITAL CITY A C ICN Off LED G IE NT State of Florida County of I The foicBOHis instrument tips acknowledge^before me by means of ysical presence or_ online noraiizalion,this ,20 ic of Identification: Did take an oath:or id not'take atl onth Notary Public (Prints Stamp,or Type ns Commissioned) .Personally known to me;or Produced identification (Typ (name of person)(type of authority)for Jiisiue of party on lie half of whom jnstnunent is executed). tftEAHNAHLGOOOMHf’A X'=MY COMMISSION SHHWSSgl EXPIRES:Nw^oinber T 9,205!4. Etfilttd Thm Mrtary PJNIc UudEiyllflW - 15 - Form 4 Dispute Disclosure 57 FORM 4 DISPUTE DISCLOSURE Answer the following questions by placing an '*XW after “Yes”or “No”.If you answer ”Yes’\ please explain in the space provided,or on n separate sheet Attached to this form. 1,Has your fiiin or any of its officers,received a reprimand of any nature or been suspended by die Department of Professional Regulations on any other regulatory agency or professional associations within the Inst five (5)years? 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 die regular course of business within the last five (5J years? 3.Has your finn had against it or filed any requests for equitable adjustment,contract claims. Proposal protests,or litigation in the post five (5)years that is related to the services your finn provides in the regular course of business? YES NO If yes,state the nature of the request for equitable adjustment,contract deim.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 Ik cause for forfeiture of rights for further considemtion of this Proposal or Proposal for the City of South Miami. acknowledgment State of Florida County of_A The foregoing instrument was acknowledged Wat me by means cf ^Ahysicaljneseiice or cnline notarization, this of ,20 Jaime of person) as XUTYM4"(type of authority)for C<ip G I CJ^i 4-V^tamcofpmtyonbeltalfofwhominstrumentisexecuted]. Permu.dly known to me;or Produced identification (Type of klcntifieitiou: Did take an oath;or Notary Public (Print.Stamp,or Type,m Cotiunissioned) ) Did not take an oath 9 .40^-BREANNAHL GOODSON 1JA'lA C°MMISS1ON *,-iH 065591 t EXPKES;Nowntbw 19,2024 1 'Tw Notary Pubi c UnferortatB 8 mu - 16 - Form 5 Certification Regarding Debarment, Suspension and Other Responsibility Matters Primary Covered Transactions 58 FORM 5 CERTIFIC ATION 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 XU 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. Business Name Capital City Consulting,LLC. Date 10/13/24 By: Signature of Authorized Representative Jared Rosenstein -Partner Name and Title of Authorized Representative - 17 - Form 6 Proposer’s Qualifications Survey 59 FORM 6 PROPOSER'S QUALIFICATIONS SURVEY C OMPANY QUALIFIC ATIONS QUESTIONNAIRE Please complete this Company Qualifications Questionnaire.By completing this form and submitting a response to the RFP.you certify that any and all information contained in the Proposal is tme.that your response to the RFP is made without prior understanding,agreement,or connections with any corporation,firm or person submitting a response to tire RFP 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 RFP.and certify'that you are authorized to sign for the Proposer’s firm. Some responses may require the inclusion of separate attachments.Separate attachments should be as concise as possible,while including the requested information,hi 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". Capital City Consulting,LLC. Firm Name 124 W.Jefferson Street,Tallahassee FL 32301 Principal Business Address 850-222-9075 Telephone Number Facsimile Number Nick@cccfla.com,Ron@cccfla.com,Jared@cccfla.com Email Address 01-0759013 Federal I.D.No.or Social Security Number N/A Municipal Business Tax Occupational License No. FIRM HISTORY AND INFORALATION How many years has the firm has been in business under its current name and ownership?2 * Please identify the Film’s document number with the Florida Division of Corporations and date the Firm registered filed to conduct business in the State of Florida: L03000000011 01/02/2003 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 Category License No.Date Licensed - 18 - 60 Please indicate the type of entity form of the Finn (if other,please describe): Individual Partnership Corporation 0 LLC LLP Other Please identify the Finn’s primary business:Government Affairs Please identify'the number of contmuous years your Finn has performed its primary busmess:21 Please list all professional hcenses and certifications held by the Firm,its Qualifier Principal,and any Key Staff,including any active certifications of small,minority,or disadvantaged busmess enterprise,and the name of the entity that issued the license or certification: License.ation Type Name of Entity Issuing License or Certification License No.License Issuance Date N/A Please identify the name,license number,and issuance date of any pnor companies that pertam to your Finn: License/Certification Type Name of Entity- Issuing License or Certification License No.License Issuance Date 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) Nick larossi Co-Founder All Ron LaFace Co-Founder All Jared Rosenstein Partner All Please identify’the total number of Finn employees,managenal adnumstrative employees,and identify-the total number of trades employees by trade (e g.,20 electncians,5 laborers,2 mechanics,etc ): INSURANCE INFORMATION Please provide the following information about the Firm’s insurance company: Total No.of Employees 32 Total No.of Managerial Administrative Employ-ees 9 Total No.of Trades Employees by Trade 23 lobbyists Brown and Brown Insurance Carrier Name Kyie North,VP Risk Advisor Insurance Carrier Contact Person - 19 - 61 3520 Thomasville Rd,Suite 500 941-356-2618 ky1e.north@bbfown.com Insurance Carrier Address Telephone No.Email Has the Finn filed any msurance claims in the last five (5)years?y/No Yes If yes,please identify the type of claim and the amount paid out under the claim: FIRM OWNERSHIP Please identify'all Finn owners or partners,their title,and percent of ownership: Owner Partner Name Title Ownership (%) Nick larossi Co-Founder 50% Ron LaFace Co-Founder 50% Please identify'whether any of the owners/partners identified above are owners/partners in another entity: No 0 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 (%) Nick larossi Nick larossi,Inc.100 Ron LaFace Ron LaFace.me.100 CCC TALLAHASSEE CCC MIAMI 50 REC ENT CONTRACTS Please identify'the five (5)most recent contracts m which your Firm has provided services to other public entities: Public Entity' Name Contact Person Telephone No.Email Address Date Awarded Village of Key Biscayne Manager Steve Williamson 788-570-1618 si Hlliamsom@keybiscayne.fl.gov 12/21/23 City of Miramar Debon Campbell 954-605-2205 dlcampbell@miramarfl.gov 7/8/24 Town of Highland Beach Manager Marshall Labadie 561-414-1916 mlabadie@highlandbeach.us 1/4/24 Miami-Dade County Jess McCarty 305-979-7110 Jess.McCany@miamidade go 1/4/24 City of Coral Gables Fernando Weiner 305-619-1203 fweiner@coralgables.com 1/4/24 By signing below,Proposer certifies that the information contained herein is complete and accurate to the best of Proposer’s knowledge. Firm’City Consulting,LLC. Authorized Signature: Pnnt or Type Name:Jared Rosenstein Date;10/13/24 Title:Partner - 20 - Form 7 Price Proposal 62 FORM 7 PRICE PROPOSAL If awarded a contract pursuant to Request for Proposal RFP No.CSM2024-11,the undersigned proposer agrees to provide the Services,as set forth in greater detail in the RFP documents, specifically Section 3.“Scope of Services,”at the rates listed below,which are inclusive of all costs necessary to provide the Services. YEAR ANNI'AL AMOUNT YEAR1 $50,000 YEAR 2 $50,000 YEAR 3 $50,000 OPTION YEAR 4 $50,000 OPTION YEAR 5 $50,000 TOTAL $250,000 Finn:Capital City Consulting -Miami LLC Authorized Signature: Print or Type Name:Jared Rosenstein Date:10/13/24 Title:Partner - 21 - Form 8 Reference List Reference #1 63 FORM 8 REFERENC E LIST IN ADDITION TO THE INFORMATION REQUIRED ON THIS FORM. PROPOSER SHALL PROVIDE A MINIMUM OF THREE REFERENCE LETTERS. REFERENCE =1 Public Entity Name:Miami-Dade County Reference Contact Person Title Department:Jess McCarty.County Attorney,Intergovernmental Affairs Contact Number &Email 305-979-7110 Jess McCarty@miamidade.gov Public Entity Size Number of Residents Square Mileage:2^0 1 ^sidents,1 ,946 square miles Event(s)Completed (include Name of Project Event.Date of Event Start Completion.Details on Size Scope of Work Complexity')Since 2023,CCC has provided full service State and Executive Branch representation to Miami-Dade County.State Legislative Appropriations,Grant funding,Emergency Management Reimbursements,Transportation related issues,Local Wage Ordinances and Utility Issues are some of the key topics the County engages CCC on during the legislative session. Is the Contract still Active?Yes No - 22 - Reference #2 64 REFERENCE -2 Public Entity Name:City of Coral Gables Reference Contact Person Title Department:Fernando Weiner,Intergovernmental Affairs Contact Number &Email 305-619-1203 fweiner@coralgables.com Public Entity Size Number of Residents Square Mileage:49,193 residents 37.31 square miles Event(s)Completed (include Name of Project.Event.Date of Event Start Completion.Details on Size/Scope of Work Complexity)CCC has represented the City of Coral Gables since 2023 and has focused on State Legislative appropriations as well as Executive Branch grant funding and FEMA rembursment. Is the Contract still Active?Yes v No - 23 - Reference #3 65 CAPITAL CITY REFERENCE *3 Public Entity Name:°f Fort Lauderdale Reference Contact Person Title Department:Daphnee Sainvil Intergovernmental Affairs Contact Number &Email 305-343-2104 dsainvil@fortlauderdale.gov Public Entity Size Number of Residents Square Mileage:182,760 residents 38.6 square miles Event(s)Completed (include Name of Project Event.Date of Event Start Completion.Details on Size Scope of Work Complexity)CCC has represented the City of Fort Lauderdale since 2022. Our firm has assisted the City with both State Legislative and Executive Branch representation. CCC's primary focus has been assisting the City in aquiring mitigation funding,water quality grant funding as well as State Legislative appropriations F,na,|y.CCC assists the City in numerous policy related issues including Home Rule and fighting unfunded mandates. Is the Contract still Active?Yes No - 24 - Form 9 Key Staff and Proposed Subcontractors 66 FORM 9 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 Jared Rosenstein Partner 13 3 N/A Miguel Abad Partner 11 2 N/A 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: CCC is a full service lobbying firm located in Tallahassee FL;CCC has 23 lobbyists on staff. Our entire team is available to the City should the City require additional representation or substitute representation. - 25 - 67 Please identify each Key Staff member’s engagement commitments that will exist concurrently with the City’s Sendees: Key Staff Name Area of Responsibility'Client Commitment (Hours/week) Period of Engagement Jared Rosenstein State Lobbying Services Multiple N/A Yearly Miguel Abad State Lobbying Services Multiple N/A Yearly PROPOSED SUBCONTRACTORS The undersigned Proposer hereby designates,as follows,all major subcontractors whom they propose to utilize for the major areas of work for the sendees.The bidder 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 bidder’s proposal.(If no subcontractors are proposed,state “None”on first Une below'.) Subcontractor Name &Address Scope of Work License Number N/A Firm:Capital City Consulting -Miami LLC Authorized Signature: Print or Type Name:Jared Rosenstein Date;10/13/24 Title:Partner - 26 - 1.7.2 Proof of Experience Firm History CCC has provided lobbying services for 21 years and represents over 300 clients at any given time. We have significant experience in every single area of interest outlined in Section 3 of the RFP (Pages 22-24). Notably, many CCC lobbyists have previously served in positions within Florida’s state government. These positions include Deputy Chiefs-of-Staff to the Governor; Directors of Cabinet Affairs and Policy and Budget for the Governor; Chief Financial Officer; agency Chief-of-Staff; agency Chief Information Officers; Secretary of the Department of Transportation; and Directors of Purchasing, Real-Estate, Legislative Affairs, & Legal Counsel. CCC’s team has been at the forefront of some of the largest issues facing the State of Florida; working directly with the City on issues such as hurricane response/recovery, the COVID-19 pandemic, the Marjory Stoneman Douglas High School Public Safety Act, and the Surfside Condo Collapse. Proudly, many of our firm’s members are regularly recognized by top industry trade publications for their tireless work and advocacy in the political arena. Some awards received by our members have included: Lobbying Firm of the Year, Florida Politics 30-Under-30, News Service of Florida Inaugural 40-Under- 40, Appropriations Lobbyist of the Year, Healthcare Lobbyist of the Year, Gaming Lobbyist of the Year, and 100 Most Influential People in Florida. Our highly experienced team has unparalleled knowledge of the legislative, administrative, and regulatory processes at the state level. This wide breadth of experience allows our firm to operate at a high level in every facet relating to government advocacy. In the transportation arena, CCC has experience in funding major terminal expansions at two of Florida’s busiest airports following the legislative rewrite of the Department of Transportation’s aviation statutes in 2016. CCC also represented a leading airport concessions firm, securing their return to Orlando International airport. Our team is leading the statewide effort to bring eVTOL vertiports to the state and is working with cities, counties, and the Department of Transportation on promulgating rules for this next generation of transportation. In the criminal justice arena, CCC represents a large correctional facility operator. Additionally, CCC has experience working collaboratively with the juvenile justice system on behalf of public-school systems and representing the Guardian ad Litem Program. As employees of the Governor’s executive team, members of the Florida House of Representatives, and on behalf of the State’s School 68 - 27 - Superintendents Association, CCC members were heavily involved in drafting of school safety legislation following the tragedy at Marjory Stoneman Douglas High School. When it comes to knowledge and experience on climate resiliency, water quality, and environmental issues, CCC is the lead firm representing the Everglades Foundation in Tallahassee. CCC also represents other environmental organizations such as Bonefish and Tarpon Trust; Loggerhead Marinelife Center; Enviva Biomass and Yamaha Marine. These entities are dedicated to water quality, mitigation, climate resiliency, fighting sea level rise, and the overall environmental health of our state. In CCC’s representation of the Everglades Foundation, we have been successful in advocating for over $1 billion for the development of the Southern Reservoir and marshes, securing $250 million to fund “Legacy Florida” restoration efforts. CCC has been successful in implementing the first residential water reuse program in the state; expanding opportunities for local governments to mitigate wetland ecosystem disturbances on state owned lands; and in pursuing water project funding for local government clients. CCC has a large emergency management & disaster mitigation practice, representing a large debris removal prime contractor, FEMA audit firms, and temporary housing and employee staffing providers for traditional disaster response and recovery. During the Covid-19 Pandemic, CCC members guided much of Florida’s testing and vaccination efforts, while serving as executive members of Department of Emergency Management, and in representing the State’s largest testing and vaccination vendor. CCC also represented CVS Health, which implemented the Federal vaccination program and provided vaccinations in many nursing homes and assisted living facilities. On behalf of several Florida public School districts and municipalities, CCC has abundant experience in millage referendums, TRIM notices, local option sales taxes, impact fees, fighting unfunded mandates, and protecting local governments from the State’s ever-encroaching effort to curtail Home Rule. CCC has fought against mandates dictating when and how local government referendums can be placed on the ballot, increased authority for allowable expenses of sales tax option proceeds, weakened existing State pre-emption to allow for local regulation of smoking on local government owned property, overridden State sign restrictions to allow for certain signs authorized by local governments that can be viewed from state roads, and opposed efforts to curtail local government ability to collect fees to offset the impact of growth and development. CCC has an extensive background in economic development. Recently, we assisted clients in acquiring awards from the Governor’s Job Growth Grant fund, as well as a $16.8 million grant award for mitigation infrastructure. Our firm also works closely with Enterprise Florida, providing small, minority, and entrepreneurial companies with training, development, and financing options for their businesses. Members of our firm helped create the very programs that Florida based businesses tap into every day. This gives CCC a unique ability to provide expertise across multiple state agencies. 69 - 28 - Our firm represents the Florida Cultural Alliance, assisting them in securing funding for the State Department Cultural Affairs grant programs. Additionally, we represent Florida’s Safety Net Hospitals, assisting them in securing funding for charity and uncompensated care, as well as Medicaid reimbursement shortfalls. Finally, our firm annually secures more than $3 billion in state appropriations within the General Appropriations Act, including millions for municipalities. Among the large line items are funding for Everglades Restoration, three public universities, three public colleges, and five public school districts that range from mid-to large sized. Moreover, our firm represents developers and local governments in securing water projects, beach restoration, environmental cleanup, and road projects. 70 CAPITAL CITY - 29 - Relevant Experience For the past 21 years, CCC has lobbied for various local governments on issues impacting urban areas such as: infrastructure and roads; growth management; fees; water and utilities and preemption issues. Our firm members have served in leadership roles at various Florida agencies that impact large urban areas such as: the Department of Transportation, Department of Business and Professional Regulation, Department of Economic Opportunity, the Department of Environmental Protection, and the Florida Division of Emergency Management. These State agencies work closely with the City on a regular basis and as such, CCC’s staff is highly engaged and familiar with all issues listed in the Scope of Services. The CCC team has shown repeatedly that our work ethic, depth of knowledge of the subject and proximity to the legislative process in Tallahassee is the model for achieving numerous policy victories and securing more than $3 billion in state appropriations. Year after year, CCC demonstrates that it has the experience and expertise to assist its clients in attaining their objectives by influencing and shaping legislation, as well as impacting rulemaking in the executive branch. If selected, CCC will advance the City’s agenda by shaping and communicating information and data in a manner that will enable it to be favorably received by policymakers. Our single goal is to ensure that the city is positioned strategically when advocating before leadership in the Executive Office of the Governor, Cabinet, Senate, and House of Representatives. Relationships are a key part of lobbying success. Relationships not only provide access to be heard, but also message credibility. CCC places significant emphasis on building and maintaining relationships with policymakers. We pride ourselves on having access to all members of the Executive and Legislative Branches. As a top political fundraising firm, Capital City Consulting continually builds strong and lasting relationships with Legislative and Executive Branch leadership. Specifically, in the Florida Cabinet, CCC founder, Nick Iarossi, served as Finance Co-Chair of Governor DeSantis’ campaign for Governor and Finance Chair for the Governor’s Inauguration. Additionally, both Nick Iarossi and Jared Rosenstein served as co-chairs and members of Governor DeSantis’ National Presidential Finance Committee. As one of the top fundraising firms in the state, CCC is extremely involved on the political side of government affairs advocacy. We always encourage potential clients to ask their locally elected leaders in state government positions about our firm and believe you will find we have the strongest relationships of any firm, based on our team’s combination of substantive and political knowledge and expertise. CCC focuses on solving problems and creating opportunities for its clients. Our team of lawyers, former agency heads, and past legislative staffers make our strategies unique. Moreover, our team of consultants are renowned as experts in all major sectors—appropriations, financial services, transportation, procurement, health care, education, information technology, local government, criminal justice, and gaming. 71 - 30 - Below you will find several specific performances that provide examples on how CCC uses its expertise in advocacy: Transportation • During the 2018 legislation session, worked with the Florida Department of Transportation to secure $2.3 million dollars for a Tampa Bay transit agency. These funds will enable the transit agency to build a new bus maintenance facility, replacing an outdated facility. • CCC represents the nation’s largest provider of red-light cameras (RLCs), which had been installing and enforcing red light violations for local governments. Opponents questioned the legality of camera-detected violations, and our client had unsuccessfully attempted to implement a statewide photo enforcement program authorization. CCC was hired on, and the next session— after adjusting the strategy to focus on public safety and ensuring that the fines from violations would include a remittance to the state and trauma centers—CCC maximized the use of a larger coalition and was able to pass the statewide authorization needed to secure local governments’ use of RLCs. Additionally, CCC successfully changed the clerk of courts’ policy regarding distribution of RLC fines to local governments, ensuring that the maximum amount of funds available remain with local governments. • Faced with the sudden prospect of a massive road project cutting through the farms that make up Ocala’s multimillion-dollar horse industry, CCC successfully worked with the Florida Department of Transportation to move the project to another location. CCC worked with the client to develop a grassroots strategy and public relations campaign uniting the affected property owners. Combined with that effort, CCC engaged FDOT leadership substantively in a way that convinced them the project made more sense for the agency and the public to utilize a different highway alignment. • During the 2024 legislative session, our firm worked directly with Miami-Dade County on providing critical data relating to Transportation Oriented Developments. This data allowed the Florida Senate to fix the TOD radius set forth in the original Live Local Act. Additionally, CCC directly negotiated language in the second Live Local Act on behalf of the county, making TOD projects more accessible for municipal governments. Environment • Florida’s environmental challenges have been exacerbated recently due to increased development and agricultural stressors. During CCC’s representation of the Everglades Foundation, the foundation has been successful in advocating for $880 million for the development of water reservoirs and marshes to filter water flowing into the Everglades, $250 million to fund “Legacy Florida” restoration efforts, and in a subsequent legislative session, $248 million for additional restoration efforts. 72 - 31 - • Water projects for local governments are always a highly sought-after appropriation. With requests each Session well over $1 billion and less than $100 million available, competition is fierce to get appropriations. We secured $2.55 million in funding since being hired by the City of Venice to help complete a local water project and replace aging utility infrastructure—allowing the city to update their water distribution system. • We successfully passed a bill to allow developers the opportunity to mitigate wetland disturbances on public lands owned by the state or local governments when wetland credits are not available on the private market. This allows certain developers to continue projects in parts of the state where credits were no longer available and potentially brings in revenue for local governments who participate in these mitigation projects in their local areas. • We successfully lobbied for a client that owned a landfill to receive a special regulatory exemption that saved the client money, time, and considerable effort. The exemption was environmentally friendly and included using the existing landscape of the facility to collect and dispose of contact water that was both safe for the environment and good for the client. Education • To enable a campus expansion for Florida International University, CCC secured $8 million to help meet the needs of the expanding South Florida community. In addition, over $7 million in continuation funding has been appropriated, funding the build-out of generators, cooling towers, and other power redundancy projects. Curriculum initiatives have also seen success, such as $3 million for STEM courses and a program to improve student success and graduation rates. • With state university spending under the microscope during the 2019 and 2020 Sessions, institutions testified before the appropriations committee to justify not only current base funding, but also their existence. For our two clients, Florida Atlantic University and Florida International University, our goal during the session was not to just protect their current base funding, but also to get them new additional recurring base funding. With majority of the state universities facing a cut, during the 2019 and 2020 Sessions, we successfully lobbied the Legislature to appropriate new recurring funding totaling $32 million for FIU and $17 million for FAU. • Representing Florida’s smallest university with no alumni in the Legislature makes appropriations projects a tough task, but we secured tens of millions of dollars over the course of our representation of the New College of Florida, including $5.5 million for infrastructure and renovations, nearly $10 million for building additions, over $2 million for renovation projects, and approximately $14 million in recurring dollars to increase enrollment and create parity with other institutions of higher learning. • CCC’s deep experience in K-12 education makes our success unmatched in the appropriation process. Just recently, we secured $500,000 in career and technical funding for Brevard Schools; $1.5 million in fixed capital outlay for a manufacturing training center for Brevard 73 - 32 - Schools; $2 million for storm surge mitigation for Collier Schools; and $500,000 for a summer learning academy on behalf of Sarasota Schools. These appropriations were secured for public school districts under the leadership of a Speaker who favored chartered schools over traditional public schools, and highlights CCC’s ability to overcome political obstacles to achieve client goals. • For the School District of Sarasota County, we ensured that legislative proposals that impacted local government’s ability to put millage referendums on the ballot did not affect the ability of Sarasota School District to renew additional operating millage through a local referendum option. • During a budget cutting Session, CCC was able to secure $4.1m in funding for a major Florida college to build its academic and administrative infrastructure. Over the same period, CCC secured Fixed Capital Outlay Funding for our client—when only six of Florida’s universities received it— in the amount of $1.68m for utilities, roofs, infrastructure, and capital renewal. Health Care • For our prior client, the Florida Coalition for Children, we successfully lobbied the legislature to secure both new recurring base funds and risk-pool funding for the community-based care system, which provides care for children in foster care. Since we started representing them during the 2017 Session, we successfully lobbied the Legislature to provide more than $40 million in new core funds for community-based care. Additionally, each Session we secured funding in the back of the budget to address current fiscal year deficits in foster care. • CCC’s health care appropriations expertise is relied upon by clients such as the South Broward Hospital District—a special taxing district that serves as the largest healthcare provider in South Broward County—for which CCC helps ensure critical funding. Accordingly, we have secured a half million dollars for a mobile primary care unit and $1 million for a medication assistance program for Opioid addicts. Further, in 2018 we worked to secure $1 million for a hazard response system and in 2018 lobbied to prevent significant cuts to the Critical Care Fund. Following legislative approval, we successfully lobbied Governor Rick Scott to avoid a veto of the funding. • Each year low-income pool (LIP) funding must be reauthorized by the Legislature and implemented by the Agency for Health Care Administration. For our client the Safety Net Hospital of Florida, we successfully lobby to secure full funding by the Legislature and then work with AHCA to ensure that Florida’s safety nets receive the 100% reimbursed funding for the charity care they provide. Economic Development • CCC has experience assisting clients in securing state government incentives, such as the Qualified Target Industry Tax Refund, the Capital Investment Tax Credit, and the Quick Action Closing Fund. As a result of our background in dealing with both Enterprise Florida and the Department of Economic Opportunity, our team can connect clients with opportunities, assist in application preparation, and in ensuring statutory and performance compliance post-award. 74 - 33 - • Successfully lobbied the Department of Economic Opportunity for expedited review and approval of two large comprehensive plan changes for warehousing in Polk County on behalf of Majestic Realty. • In 2018, we positioned one of our clients to win the third highest award for the Governor’s Job Growth Grant Fund. Emergency Management • CCC often acts as an advisor to municipal clients across the State during times of emergency. Our team acted as the tip of the spear when recent floods shut down the City of Fort Lauderdale, permanently destroying the Fort Lauderdale City Hall. • Post-disaster, CCC interfaces with cities and counties on securing full FEMA public assistance reimbursement through the Florida Division of Emergency Management; expediting reimbursement applications worth tens of millions of dollars. 75 - 34 - Past Performance on Appropriations Over the last 21 years, CCC has accomplished numerous legislative victories (detailed in the sections above); we especially pride ourselves on being experts on the misunderstood and arcane state appropriations process. The following is a six-year review of CCC’s successful appropriations project acquisitions, including the 2024 legislative projects post-Governor’s veto: 2019 Session Everglades Restoration for Client Everglades Foundation $365m NR City of Venice Water Discharge Outfall Monitoring Phase 1 $100,000 NR Loggerhead Marinelife Center: Improving Water Quality and Coastlines $250,000 NR Advanced Transit Technologies Feasibility Study in TBARTA $2.5m NR Palm Beach School District African American History Museum $150,000 NR Innovative Services Development Grant Program for Transportation Services for Persons with Disabilities $500,000 NR 44th Avenue East Extension (Manatee County) $10m NR Community Based Care New Core Funding $8m Recurring Community Based Care Risk Pool Funding $8.054m NR Memorial Healthcare System Medication Assisted Treatment Program $1m NR Florida Healthy Kids Funding to blend full-pay and subsidized pools $12m Rec/NR FAU 100 $12m Recurring FAU Jupiter STEM/Life Sciences Building $11m NR FAU A.D. Henderson Lab School $11.5m NR FIU Operational Support $15m Recurring FIU Targeted STEM Initiative $2.5m NR New College of Florida Enrollment Growth Initiative $1.64m Recurring UF Health Program to Cure Dystonia $300,000 NR UF Health Center for Translational Research in Neurodegenerative Disease $2m NR Take Stock in Children Post-Secondary Mentoring $850,000 NR Palm Beach Schools- West Tech Education Center Adult Vocational Training $250,000 NR Brevard Public Schools Construction and Welding Program $500,000 NR Brevard Public Schools Construction Training Program $100,000 NR STEM2HUB: Florida High Demand Career Initiative $500,000 NR Sarasota County Summer Learning Academy $100,000 NR 2020 Session Everglades Restoration for Client Everglades Foundation $333m NR 44th Avenue East Extension (located in Manatee County) $10m NR Moccasin Wallow Road Extension (located in Manatee County) $3.6m NR Innovative Services Development Grant Program for Transportation Services for Persons with Disabilities $1.5m NR* Brevard Zoo Aquarium $500,000 NR* Homeland Heritage Park Renovation- Polk County $250,000 NR* African American History Museum and Library at Roosevelt High School $200,000 NR Dept of State Cultural and Museum Grants Program $13.6m NR Polk County Rural Areas Fire Suppression Resiliency $500,000 NR* Lee County Citrus Canker Judgement Settlement $19.1m NR City of Venice Booster Station $200,000 NR* 76 - 35 - Loggerhead Marinelife Center: Improving Water Quality and Coastlines $250,000 NR DNA Comprehensive Therapy Model $1.667m NR Sacred Heart Hospital DSH Funding $5.1m NR Memorial Healthcare System Medication Assisted Treatment Program $500,000 NR Memorial Healthcare System Telehealth Program $250,000 NR Community Based Care Core Funding Increase $11.9m Recurring Community Based Care Risk Pool Funding $5m NR FIU Operational Support $17m Recurring FIU Engineering Building $8.266m NR FAU Operational Support $2m Recurring FAU STEM/LIFE Sciences Building $11.146m NR FL Tech Biomedical Aerospace Manufacturing $1.5m NR* St. Pete College Nurse Simulation Expansion $725,0000 NR* UF Health Alzheimer’s and Dementia Research $1.5m NR Take Stock in Children Mentoring $850,000 NR* Advancement Via Individual Determination $500,000 NR* Junior Achievement Workforce Readiness Program $400,000 NR* Mental Health Assistance for FL Virtual Schools $625,000 NR* Pinellas School District Summer Career Acceleration Program $125,000 NR* Sarasota County Schools Summer Learning Academy $800,000 NR* Brevard Schools/Astronaut High Welding Equipment $150,000 NR* Dedicated STEM Classroom for Marine Science $250,000 NR* *: Included in record setting $1 Billion in Vetoes made by Governor due to COVID-19 and need to put money in reserves. Vetoes not due to merits of projects. 2021 Session Everglades Restoration for Client Everglades Foundation $342m NR City of Miami- Little Havana Pedestrian Priority Zone $3m NR North Ridge Trail- Polk County $9.5m NR Moccasin Wallow Road Expansion-Phase 2 (located in Manatee County) $3.6m NR Brevard Zoo Aquarium $500,000 NR Polk County Regional Emergency Management Logistics Facility $500,000 NR Sarasota Performing Arts Center $284,000 NR Loggerhead Marinelife Center: Improving Water Quality and Coastlines $249,771 NR City of Miami Golden Pines Neighborhood Improvements $1.5m NR Citrus Canker Eradication Claim - Orange County $43.9m NR Critical Care Fund Maintained for Safety Net Hospitals No Cuts DNA Comprehensive Therapy Care Model $1.667m NR Billy Joe Rish Park for Disabled- Repairs $2m NR Medication Assisted Treatment & Telehealth Enhanced Recovery Program $500,000 NR Sacred Heart Hospital (Ascension) GME FY 21-22 $8.2m NR City of Miami Badia Senior Center $1.7m NR FSU Interdisciplinary Research Commercialization Building - PECO $23.492m NR FL Tech - Biomedical Aerospace Manufacturing $2m NR St. Pete College Law Enforcement Simulation City $510,000 NR St. Pete College Operational Support $5m NR Take Stock in College $500,000 NR FAU A.D. Henderson University Lab School $17.3m NR Research University Alzheimer's Research Using Exablate Neuro focused Ultrasound $4.5m NR UF Health Alzheimer's and Dementia Research $2.5m NR Mental Health Assistance Allocation for FL Virtual Schools $2m Rec 2022 Session FL Tech – Biomedical Aerospace Manufacturing (BAM) $2m NR 77 CAPITAL CITY mu - 36 - West Technical Education Center $397,288 NR St. Peter College – Public Safety Operational Enhancements $955,600 NR FIUnique $3.9m Rec UF Health Alzheimer’s and Dementia Research $3m NR Research University Alzheimer's Research Using Exablate Neuro Focused Ultrasound $5m NR Take Stock in College $500,000 NR FIU CLIA Laboratory for Functional Drug Testing for Individuals Cancer Treatments $2m NR Loggerhead Marinelife Center Educational Material for Underserved Youth $250,000 NR Busch Wildlife Sanctuary Environmental Education Canter $500,000 NR College of the Florida Keys – Academy Classroom Facility and EOC $3m NR Pinellas County Schools – Leadership and Professional Development Center $5m NR FIU Engineering Building Phase II $33.5m NR Broward College Deferred Maintenance Needs $24,040,225 NR St. Pete College - Deferred Maintenance Needs $47,576,641 NR St. Pete College – Deferred Maintenance at Tarpon Springs $5m NR DNA Comprehensive Therapy Care Model $1.867m NR Memorial Healthcare System – Medication Assisted Treatment Response Program $1m NR Little Havana Activities and Nutrition Center: Homemaking and Companion Services $1m NR K9s for Warriors Lifetime Care & Mental Health Support $750,000 NR K9s for Warriors Center for K9 Operations and Training $2.5m NR Continuum of Care Program for Enhanced Offender Rehabilitation $2,413,930 NR Polk County Medical Examiner’s Emergency Generator Replacement $140,000 NR Polk Regional Water Cooperative Heartland Headwaters $20m NR Okeechobee County Regional Stormwater Treatment $1.8m NR City of Miami – East Auburndale Drainage & Flooding Mitigation $1.5m City of Miami – East Flagami Flood Mitigation, Stormwater and Drainage $3m NR City of Miami – Kinloch Flooding Mitigation and Road Reconstruction $2,269,619 NR City of Miami – Localized Flooding Improvements $1.052m NR City of Miami – Tidal Valves and Flood Improvements $100,000 NR City of Miami – Pump Stations Upgrade $2.5m NR Bonefish and Tarpon Trust Restoring Coastal Resilience and Water Quality $250,000 NR Loggerhead Marinelife Lifesaving Water Treatment System for Sick and Injured Turtles $250,000 NR Rattlesnake Key Recreational Park $23m NR Sarasota County – Fruitville Road $4m NR Manatee County – Moccasin Wallow $7.5m NR Polk County – North Ridge Trail $5m NR Polk County – Thomson Nursey Road Design $5m NR Brevard Zoo Aquarium $950,000 NR Sarasota Performing Arts Center $990,000 NR 2023 Session Research University Alzheimer's Research Using Exablate Neuro Focused Ultrasound $5m NR FL Tech - Biomedical Aerospace Manufacturing (BAM) $2m NR FL Tech- Aerospace Cybersecurity Engineering Development $5m NR Palm Beach Atlantic University Center for Financial Literacy $2m NR St. Pete College - Applied Mental Health Certificate $386,940 NR Northwest Florida State College - Health Sciences & First Responder Support $990,000 NR University of Central Florida - Individualized Readability Research Pilot Project $1m NR UF Health Alzheimer's and Dementia Research $3.5m NR UCF College of Medicine - Immunotherapy to Prevent & Improve Muscle & Bone Waste $500,000 NR Take Stock in College $850,000 NR 78 CAPITAL CITY - 37 - Broward College STEM Center Remodel-Phase 1 $15m NR Northwest Florida State College - Remodel of First Responder & Public Safety Building $8.2m NR Gulf Coast State College STEM Building $3,999,972 NR FIU Herbert Wertheim College of Medicine Academic Health Sciences/ Clinical Facility $5m NR FIU Engineering Building $15m NR FIU Honors College $11m NR STEM, Computer Science and CTE Career Awareness for Middle School $1.9m NR Busch Wildlife Sanctuary Environmental Education Center $500,000 NR DNA Comprehensive Therapy Model $1.9m NR Joe DiMaggio Children's Hospital - Solutions for Behavioral Health for At-risk Youth $500,000 NR Memorial Healthcare-Medication Assisted Treatment for Zero Overdoses $1m NR Project LIFT- Mental Health Treatment & Workforce Development $742,700 NR Sacred Heart Bay Medical Trauma Center $1m NR Little Havana Activities and Nutrition Centers Elderly Personal Care, Referral, and Information Services $500,000 NR K9s for Warriors Lifetime Care & Mental Health Support for Veterans and Caregivers $1m NR Sacred Heart Bay Medical Hospital Charity Care Underpayment $4m NR Caloosahatchee River Valued Ecosystem Component Restoration Phase 6 $2m NR Indian River Lagoon Restoration – Aquaculture - Cocoa Beach Jr/Sr $850,000 NR City of Venice - Water Main Replacement Program Phase 8 $850,000 NR St. Lucie Village - Residential Potable Water Service $83,780 NR City of Boca Raton- NW 35th St. Drainage Improvement Project $300,000 NR City of Boca Raton – Drinking Water Transmission and Distribution Improvements $1.4m NR City of Coral Gables – Force Main Replacement Program $700,000 NR City of Miami Drainage Improvements SW 27th Street from 27th Ave to SW 30th Ave $1.604m NR City of South Miami Septic to Sewer Project $1.8m NR Miami-Dade County – Sewer Connection Assistance – Schenley Park Neighborhood** $2m NR Broward County – NW 23rd Avenue Environmental Restoration $435,885 NR Loggerhead Marinelife Center Improving Water Quality and Coastline Cleanliness $250,000 NR St. Andrews Bay Seagrass Restoration Project $999,496 NR Loggerhead Marinelife Center Lifesaving Water Treatment System for Sick or Injured Sea Turtles $250,000 NR Continuum of Care for Enhanced Offender Rehabilitation $2.4m NR Monique Burr Foundation Child Safety Matters Prevention Education Program $1.6 R Sarasota County - Laurel Road Capacity and Mobility Improvement Project $8m NR Manatee County- Moccasin Wallow Road Expansion Segment #3 $8m NR Polk County - Powerline Road South Extension Project $10m NR City of Boca Raton- NW/SW 4th Avenue Widening $1m NR Fort Lauderdale- Galt Mile Street Safety Improvements $500,000 NR City of Miami - Tamiami Boulevard Roadway Reconstruction & Drainage Improvements $1m NR Franklin County - Emergency Operations Center $2.6m NR Polk County - Utilities Administration Building Emergency Generator Replacement $220,000 NR City of Miami Fire - Rescue Training Center Renovation $1.6m NR **: Project on behalf of Miami-Dade County 2024 Session University of Miami Gordon Center - Medical Training and Simulation Laboratory $3.5m Rec/$2.5m NR Florida Institute of Technology Aerospace Cybersecurity Engineering Development $5m NR 79 CAPITAL CITY - 38 - Palm Beach Atlantic University LeMieux Center for Public Policy $3m NR Take Stock in College $850,000 NR ReUp College & Credential to Workforce Initiative $1m NR FSU Institute for Pediatric Rare Diseases $5m NR STEM, Computer Science and CTE Career Awareness for Middle Schools $950,000 NR Busch Wildlife Sanctuary Environmental Education Center $500,000 NR ARK Innovation Center at Pinellas Schools $1m NR USF East Campus Infrastructure & Safety Improvements $31m NR Gulf Coast State College - Construct Multi-Purpose Classroom and Community Emergency Shelter Space $5,897,637 NR Northwest Florida State College- Remodel Building 510- First Responder & Public Safety Training Center- Niceville $8,570517 NR FSU/FAMU College of Engineering - Building C $5m NR FSU Academic Support Building $10m NR FSU Center for Energy Independence $3m NR FSU College of Nursing Remodeling $2m NR FSU Dittmer Building Remodeling $55.4m NR FSU Veterans Legacy Complex $7.5m NR Brevard Adult & Community Education Career Technical Center Expansion $2.625m NR Sacred Heart Nursing Residency $578,688 NR DNA Comprehensive Therapy Model $1.967m NR Kristi House-Renovations to Main Building for UM Child Protection Team $1m NR Opioid and Substance Abuse Treatment Using neuromodulating low-intensity focused ultrasound (LIFU) technology $3m NR Joe DiMaggio Children's Hospital - New Solutions Intensive Outpatient Programs of Health (MAT-SDOH) Integration $500,000 NR Medication Assisted Treatment with Social Determinants of Health (MAT-SDOH) Integration $1m NR Project LIFT- Mental Health Treatment & Workforce Development $742,700 NR Brain Bus $491,614 NR Little Havana Activities and Nutrition Centers Elderly Personal Care, Referral, and Information Services $500,000 NR City of Miami - Badia Center Facility at Flagami Park $1.75m NR Ascension St Vincent's Nursing Residency $578,688 NR Ed and Ethel Moore Alzheimer’s Disease Research Program $1.5m NR Franklin County - St James/Lanark - EMS Substation Project $1.967m NR K9s For Warriors - Pairing Veterans with Service Dogs $2m NR Inmate Career Readiness Assessments $600,000 NR Polk County Sheriff's Office - County Jail Improvements $2.050m Caloosahatchee River Valued Ecosystem Component Restoration Phases 6-7 $3.5m NR City of Boca Raton - Drinking Water Transmission and Distribution Improvements $750,000 NR City of Boca Raton - Jeffrey Street Seawall Replacement $300,000 NR City of Panama City - Hentz Stormwater Park Repetitive Loss Project $950,000 NR City of Venice - Intracoastal Force Main Replacement $750,000 NR Highland Beach Clean Water Project - Lift Station Rehabilitation $250,000 NR Miami-Dade County – Midway Pump Station Improvement Project - NW 7th st & SR 826** $1.052m NR St. Lucie Village - Septic to Sewer - Phase 3 Design $293,670 NR City of Miami - Roberto Clemente Park Drainage and Baseball Field Improvements $1.2m NR Bonefish and Tarpon Trust Restoring Coastal Resilience and Water Quality Phase 2 $250,000 NR St. Andrews Bay Seagrass Restoration Project $999,999 NR 80 CAPITAL CITY - 39 - Franklin County - Bear Resistant Residential Refuse Containers $683,500 NR Loggerhead Marinelife Center Improving Water Quality and Coastline Cleanliness $250,000 NR Loggerhead Marinelife Center Lifesaving Water Treatment System for Sick or Injured Sea Turtles $250,000 NR City of Fort Lauderdale - Breakers Avenue Resiliency and Pedestrian Traffic Improvements $3m NR City of Panama City - Tarpon Dock Bridge Refurbishment $400,000 NR Manatee County - State Road 64 PD&E Study - Lorraine Road to Verna Bethany Road $1.2m NR Intersection and Beach Walk Comprehensive Upgrade and Safety Improvements (in partnership with the City of Miami Beach) $4.850m NR Manatee County - Moccasin Wallow Road Expansion Segment#5 $6m NR Polk County - North Ridge Trail $2.5m NR Boys & Girls Clubs of Tampa Bay: Workforce Readiness Program $400,000 NR Habitat Acres - A Habitat Miami Community $500,000 NR Polk County - Portable Generator Replacement $240,000 NR St. Pete Palladium Theater Phase 2 $1m NR Important to note: Highlighted above is the very first project CCC acquired for the City of South Miami (during the 2023 legislative session); 1.8 million in non-recurring funds for the City Septic to Sewer Project. 81 CAPITAL CITY - 40 - 1.7.3 Safety Record CCC has had no safety, noncompliance violations, or assessments of citations issued by applicable governmental agencies in the past five years. 82 - 41 - 1.7.4 Proposers Qualifications 1.7.4.1 CCC has been operating in the Government Affairs space since 2003 and both Jared Rosenstein and Miguel Abad have been employed by CCC for more than two years. Please see the attached SunBiz documentation: 83 Detail by Entity Name Florida Limited Liability Company CAPITAL CITY CONSULTING,L.L.C. Filing Information Document Number FEt/EIN Number Date Filed State Status Principal Address 124 W.JEFFERSON STREET TALLAHASSEE,FL 32301 L03000000011 01-0759013 01/02/2003 FL ACTIVE Changed:01/29/2021 Mailing Address 1 24 W.JEFFERSON STREET TALLAHASSEE,FL 32301 Changed:01/29/2021 Registered Agent Name &Address 1AROSSI,NICK 1 24 W.JEFFERSON STREET TALLAHASSEE,FL 32301 Name Changed:02/08/2016 - 42 - 1.7.4.2 CCC has no relevant business licenses or occupational licenses. CCC is an active Florida incorporated LLC as shown above with the Florida Department of State. 1.7.4.3 CCC has no relevant professional business licenses; our professional lobbying staff are all registered to lobby with both the Florida House, Senate and Executive Branch via FloridaLobbyist.com 1.7.4.4 Below, please find our most recent client list; municipalities will be highlighted, including the City of South Miami. Capital City Consulting, LLC Client List 1. 3M 2. 3MG Roofing Solutions 3. Accenture LLP 4. ACPDO Management, Inc. d/b/a One Care Pediatric Dental 5. ACT Education Corp. 6. Adelanto Healthcare Ventures, LLC 7. Adobe 8. Advanced Drainage Systems 9. Advocating for Seniors 10. Aetna, Inc. / CVS Health 11. Ajax Building Corporation 12. Alzheimer’s Association 13. Amazon Web Services, Inc. 14. American Integrity Insurance Group 84 m 2024 Legislative Lobbyist Detail Back to Search m 2024 Legislative Lobbyist Detai Back to Search Jared Rosenstein Mailing Address: 124 West Jefferson Street Tallahassee,FL 32399-7018 Phone Number: (786)247-8716 Miguel Abad Mailing Address: 2 South Biscayne Boulevard 34 Floor Miami,FL 33131 Phone Number: (786)527-0084 - 43 - 15. American Traffic Solutions (d/b/a Verra Mobility) 16. Ameritas Life Insurance Corp. 17. ARC Hospice of Florida 18. Ascension Florida 19. Ashbritt, Inc. 20. Associated Industries of Florida 21. Assurant / American Bankers Insurance Group 22. AT&T 23. Atkins North America Inc. 24. AUM Construction, Inc. 25. Baptist Health South Florida 26. Bay County Tax Collector 27. bestbet Jacksonville 28. Bloom Retirement Holdings Inc. 29. Blue Sky Communities 30. Boatsetter 31. Bonefish and Tarpon Trust 32. Boys & Girls Club of Tampa Bay 33. Brandt Information Services 34. Broward College Foundation 35. Broward County 36. Broward County Clerk of Court 37. Buoy 38. Burcell Technologies 39. Burrell College of Osteopathic Medicine 40. Busch Wildlife Sanctuary 41. Certree 42. C.W. Roberts Contracting, Inc. 43. Capital Hill Group LLC 44. Careington International Corporation 45. CDR Maguire 46. Certree 47. Chick-Fil-A 48. CHUBB INA Holdings, Inc. 49. Cicero Action / Lothlorien 50. Cigna 51. Citadel Enterprises Americas LLC 52. CitiGroup Washington, Inc. 53. City of Boca Raton 54. City of Coral Gables 55. City of Fort Lauderdale 56. City of Miramar 57. City of Panama City 58. City of Pompano Beach 59. City of South Miami 60. Clara Homes 85 - 44 - 61. Coalition for Affordable Housing Providers 62. Coastal Conservation Association Florida 63. Cody Khan 64. Collier County Public Schools 65. Community Care Plan 66. Community US Fund Management Inc. 67. Contender Boats, Inc. 68. Contextual Code 69. Continental Heavy Civil Corp. 70. Coventry 71. CTS Engineering 72. Datum Tech 73. Delta Air Lines, Inc. 74. DialCare, LLC 75. Discovery Education 76. Distilled Spirits Council of the US 77. Dock Medics of Florida 78. Don Meyler Inspections c/p DMI 79. Ducky Recovery, LLC 80. East Cost Zoological Society of Florida 81. Ecoresiliency Miami, LLC 82. Ecosouth Florida, LLC 83. Elevated, LLC 84. Elite DNA Therapy 85. Emovis USA, Inc. 86. Enviromental Resilient Communities LLC 87. EPAM Government Solutions, LLC. 88. ERC Modular Building Solutions, Inc. 89. Ferrill Construction Company 90. Ferrovial Vertiports US LLC 91. Field of Dreams 92. Florida Association of District School Superintendents 93. Florida Association of Health Plans, Inc. 94. Florida Association of Nurse Anesthesiology 95. Florida Association of Orthotists & Prosthetists 96. Florida Association of World IB Schools 97. Florida Community Financial Services Association 98. Florida Cultural Alliance 99. Florida Funders 100. Florida Ground Water Association 101. Florida Independent Physician Practice Association 102. Florida Institute of Technology 103. Florida International University Foundation, Inc. 104. Florida Justice Reform Institute 105. Florida Keys Educational Foundation, Inc. 106. Florida Polytechnic University Foundation, Inc. 86 - 45 - 107. Florida Power & Light 108. Florida Prosecuting Attorney’s Association 109. Florida Realtors 110. Florida State University Foundation, Inc. 111. Florida Surplus Lines Association 112. Florida Transportation Builders Association 113. Florida Vacation Rental Management Association 114. Floridian Partners LLC 115. Fox Corporation 116. Franklin County Board of County Commissioners 117. Frontline Insurance 118. Gartner, Inc. 119. Geographic Solutions Inc. 120. George Hackney, Inc. dba Trulieve 121. Gerson Lehrman Group 122. Global Technology Solutions, LLC 123. Glytec, LLC 124. GoBrands, Inc. 125. Gordian Group, Inc. 126. Gothams, LLC 127. Granicus, Inc. 128. Greyter Water Systems Inc. 129. Grind Hard Ammo LLC 130. Guardian ad Litem Foundation, Inc. 131. Gulf Coast State College Foundation 132. Gulfstream Towers Holdings Company I, LLC 133. Haleon Consumer Healthcare 134. Health Foundation of South Florida 135. Healthcare Systems of America-Florida LLC 136. Hello Heart 137. Henderson Sachs, PA 138. Hillpointe, LLC 139. Hillside Construction LLC 140. HNTB Corporation 141. Holland and Knight LLP 142. Hollander Management Group, LLC 143. Horne LLP 144. Horsepower Electric 145. Houghton Mifflin Harcourt Publishing Company 146. HVV Florida Syndicate, LLC 147. Image API, LLC 148. Innovation Foundation 149. INSIGHTEC, Ltd. 150. Insurance Auto Auctions 151. Integrated Home Care Services, Inc. 152. International Centre for Missing & Exploited Children 87 - 46 - 153. Jupiter Island Forever Advocacy, Inc. 154. K9s for Warriors 155. Kent Security Services, Inc. 156. Keystone Peer Review Organization, Inc. (Kepro, Inc.) 157. KPMG, LLP 158. Kyra Solutions, Inc. 159. Land Sea Homes 160. LD&D 161. League of Southeastern Credit Unions 162. Lemoine 163. Lennar Homes, LLC 164. Lexmark International, Inc. 165. Liner Source, Inc. 166. Little Havana Activities & Nutrition Centers of Dade County 167. LNE Group 168. Loggerhead Marinelife Center 169. Lost Tree Village Property Owners Association, Inc. 170. M.O.D. LLC 171. Mainline Information Systems 172. MCCi 173. McWilliams Governmental Affairs 174. Melbourne Greyhound Park 175. Memorial Healthcare System 176. Mercury Public Affairs LLC 177. Miami-Dade County 178. ModivCare Solutions LLC 179. Mom’s Meals 180. Monique Burr Foundation for Children 181. Monroe County Board of County Commissioners 182. Mosaic Company 183. Mount Sinai Medical Center 184. National Strategies, LLC 185. Navigate360 186. Neal Communities 187. Neal Land Development Group 188. New College Foundation, Inc. 189. NICE Systems, Inc. 190. NLP Logix Inc. 191. North Highland Co. 192. Northwest Florida State College Foundation, Inc. 193. Nova Consulting 194. Ocala Breeders’ Sales Co. / OBS Real Estate Holdings, LLC 195. Old Republic National Title Insurance Company 196. Oportun 197. Optiv Security, Inc. 198. Orange Barrel Media 88 - 47 - 199. Orlando Health 200. OTG Concessions Management, LLC 201. Out of the Box Now 202. Overseas Shipholding Group Inc. 203. Palm Beach Atlantic University 204. Palm Beach County Sheriff’s Office 205. Palm Beach County Tax Collector 206. Palm Beach School Administrators Association 207. Palm Beach Yacht Club 208. Palo Alto 209. Paypal 210. PCI Gaming 211. Pet Resort Hospitality Group 212. Pinellas County School Board 213. Polk County Board of County Commissioners 214. Pollard Banknote Limited 215. Primerica Inc. 216. PrizePicks 217. Project Lift 218. Promise Network Inc. 219. PropLogix, LLC 220. Purchasing Power, LLC 221. Quintessence Marine, Inc. 222. RAAB LLC 223. RAI Services Company 224. Randall Mechanical, Inc. 225. Regional Enterprises 226. ReliaQuest 227. RELX, Inc. 228. Renaissance Learning, Inc. 229. Replica, Inc. 230. Resource Environmental Solutions 231. Ripa & Associates 232. Ruvos 233. Safelite Group, Inc. 234. SaferWatch LLC 235. Safety Net Hospital Alliance of Florida 236. SAI Interactive 237. Sarasota Memorial Health Care Health Systems 238. Sarasota Performing Arts Center Foundation, Inc. d/b/a Van Wezel Foundation, Inc. 239. SB Florida, LLC 240. ScholarPath 241. Scientific Games 242. Sea & Shoreline LLC 243. Securus Technologies, Inc. 244. Sellers Dorsey 89 - 48 - 245. Semperis LTD 246. SHI International Corp. 247. SI Group Client Services 248. SnapNurse 249. Sobe Sky Development, LLC 250. SOURCE Global, PBC 251. South Automotive Group / Vista Motor Company 252. South Dade Industrial Partners, LLC 253. South Florida Regional Transportation Authority 254. Southern Standard Construction 255. Spring Education Group 256. St. Petersburg College Foundation 257. Starkey Hearing Technologies 258. STRAX Intelligence Group 259. Stronghold SOF Solutions 260. Sunshine State Tag Agency, LLC 261. Take Stock in Children 262. Tamiami 137, LLC 263. Tampa Bay Rays 264. Tampa Port Authority d/b/a Port Tampa Bay 265. Tate Capital, LLC 266. TEKsystems, Inc. 267. Tenderheart Health Outcomes 268. The City of Miami 269. The City of Venice 270. The Corradino Group 271. The Everglades Trust 272. The Florida Bar 273. The Foodman Firm 274. The GEO Group, Inc. 275. The Great Florida Riverway 276. The Healing Charge 277. The Innovation Group 278. The Princeton Review and Tutor.com, Inc. 279. The School Board of Brevard County 280. The School Board of Sarasota County 281. The School District of Palm Beach County 282. Thomas Howell Ferguson, PA 283. Town of Highland Beach 284. Town of Hillsboro Beach 285. Town of St. Lucie Village, Florida 286. TransPro Consulting, LLC 287. Travelers Indemnity Company 288. UMA Education, Inc. 289. University of Florida Foundation 290. University of Miami 90 - 49 - 291. USA UP STAR, LLC 292. USAA 293. USF Foundation 294. Velocity Specialty Insurance Company 295. Veyer, Inc. 296. Village of Key Biscayne 297. Visa USA Inc. 298. Vistra Communications 299. VMware, Inc. 300. Voya Financial Services, Inc. 301. West Villages Improvement District 302. WolfCap Team, LLC 303. Woolpert, Inc. 304. Yamaha Marine 305. Zeflon, LLC 306. Zurich American Insurance Company 1.7.4.5 CCC has no official complaints filed. 1.7.4.6 Jared Rosenstein and Miguel Abad each have over a decade of experience in the Florida legislative process. As partners at CCC for more than two years, they have successfully represented the City of South Miami during this time. Both Jared and Miguel are fully authorized to speak and make decisions on behalf of the firm and our clients. 1.7.4.7 As noted above, the CCC team representing the City of South Miami has more than two years of experience providing similar services. 91 - 50 - 1.7.5 Personnel Qualifications/Key Staff 1.7.5.1 Form 9, Key Staff and Proposed Subcontractors is attached above 1.7.5.2 Please see the organizational chart below City of South Miami Team Lead Jared Rosenstein | Municipal Team Lead Legislative and Executive Branch Advocacy; Client Communications; Strategic Planning Team Member Miguel Abad | Local Team Lead Legislative and Executive Branch Advocacy; Client Communications; Strategic Planning and Reporting 92 - 51 - 1.7.5.3 and 1.7.5.4 Please find contact details, biographies, resumes and letters of recommendation below Jared Rosenstein – Resume and Biography Jared Rosenstein began his career in the Florida Senate while attending Florida State University. After graduating from Florida State University with a degree in political science, Rosenstein worked for several members of the Florida House of Representatives while attending law school at Nova Southeastern University’s School of Law. As a legislative staffer in both chambers, he provided policy analysis on gaming, animal welfare, and natural disaster issues; additionally, during the 2018 legislative session, he helped craft the Marjory Stoneman Douglas School Safety Act. In addition to his legislative experience, Rosenstein was the legislative affairs Director at the Florida Division of Emergency Management (FDEM) under Governor Ron DeSantis and Director Jared Moskowitz. Rosenstein was the primary point of contact for federal, state, and local elected officials during the COVID-19 pandemic. CCC’s municipal practice is led by Rosenstein, who is an advisor to multiple cities and counties statewide. Rosenstein splits his time between Fort Lauderdale and Tallahassee and is an ardent supporter of Jewish causes, animal rescue organizations, and cancer research initiatives. • Leading statewide lobbyist in emergency management and disaster consulting • Expertise in municipal representation, information technology, transportation, healthcare, state appropriations, and electronic entertainment • Former Legislative Affairs Director, Florida Division of Emergency Management • Extensive experience in both the Florida House of Representatives and Florida Senate • Influence Magazine’s Runner-Up Health Care Lobbyist of the Year, 2021 • Florida Politics ’30 under 30’ rising Stars of Florida Politics • News Service of Florida 40-Under-40 inaugural class, 2023 • Florida Association of Counties Moderator – Elevating Transportation: The Future of Advanced Air Mobility 93 - 52 - Jared Rosenstein, J.D. Jared@cccfla.com, 786-247-8716 EXPERIENCE Capital City Consulting 2021– Present • Partner o Launched the Capital City Consulting Fort Lauderdale Office o Handles the firm’s South Florida municipal practice o Provides strategic advice to clients on interactions with the state legislature, state, and local government agencies. Florida Division of Emergency Management 2019- 2021 • Legislative Affairs Director o Joined Governor Ron DeSantis administration with Director Jared Moskowitz o Mediated high level negotiations between major business groups on the Florida Citrus Recovery Block Grant o Led the statewide legislative response to the COVID-19 pandemic as the primary point of contact for all local, state, and federal elected officials and municipal governments. o Managed all COVID-19 vaccine and testing initiatives, including the vaccination program for African American Churches as well as the vaccination program for Holocaust survivors. Florida House of Representatives 2014- 2019 • Senior Legislative Assistant • Office of State Representative Jared Moskowitz (D-Coral Springs) o Authored, co-authored and filed drafts of all major legislation and amendments o Formulated strategies for guiding major political priorities through the legislative process o Provided counsel to the Representative after reviewing statutory language in proposed legislation o Assisted the Representative in collation building, drafting and analysis during the legislative response to the Marjory Stoneman Douglas shooting Florida House of Representatives 2013-2014 • District Secretary • Office of State Representative Bill Hager (R-Boca Raton) o Managed the Representatives local office, handling constituent casework Florida House of Representatives 2013 • Legislative Intern • Office of State Representative Holly Raschein (R-Marathon) o Researched and analyzed legislation EDUCATION Broward College 2008-2011 A.A., Political Science Florida State University 2011-2013 B.A., Political Science Nova Southeastern Shepard Broad College of Law 2015-2018 Juris Doctor 94 - 53 - Miguel Abad – Resume and Biography Prior to joining Capital City Consulting, Miguel served as a Legislative Aide in the Florida Senate. In this capacity, he managed the Senator’s legislative portfolio, oversaw policy, performed research, tracked and monitored bills, amendments, and appropriations. Throughout his tenure in state government, he gained knowledge in the areas of healthcare and human services, education, and appropriations. In addition to his work in the State Legislature, Miguel also gained knowledge within the Medicaid and Medicare managed care industry, completing his practicum with the Florida Association of Health Plans. His role focused on advocating for issues that enhance access to high quality, affordable health care. Miguel received a Master of Public Health from Florida International University, with a concentration in Health Policy and Management and a Bachelor of Science in Criminal Justice. 95 - 54 - Miguel Abad Miguel@cccfla.com, 786-527-0084 EXPERIENCE Capital City Consulting - Miami 2022– Present • Partner o Joined CCC Miami with a focus on municipal representation, environmental regulation and healthcare policy Abad & Associates, LLC. 2020- Present • Founder o Tracks and monitors legislative and regulatory healthcare policy on both the state and local level o Facilitates industry discussions between Florida administrative and regulatory state agencies and stakeholders o Write and issue daily and weekly legislative reports to clients o Provides industry-specific strategic political advice on both statewide and local elections New Century Partnership 2018- 2020 • Partner o Served as liaison to government entities for healthcare corporations and businesses o Responsible for fostering and maintaining relationships with local, state, and federal elected officials as well as community leaders, to influence outcomes and meet client health policy and appropriations objectives o Worked with management and governance, monitored, and analyzed health policy, including proposed legislation and administrative rules to determine potential impact on clients Florida State Senate – Office of State Senator Rene Garcia 2015-2018 • Chief Legislative Assistant II o Supervised the day-to-day operations of the district and Tallahassee offices, overseeing several other staffers, interns, and volunteers. Managed constituent outreach and communication. Assisted constituents with a variety of requests and acted as their liaison with federal, state, and local agencies o Managed the Senator’s legislative portfolio, oversaw policy, performed extensive research, analysis, tracked and monitored bills, amendments, and appropriations in the Florida House of Representatives and State Senate. Worked closely with committee staff and the Majority Office to advance the member’s filed legislation. Manny Diaz Jr. for State Representative 2013-2014 • Field Director o Assisted in coordinating re-election campaign for State Representative Manny Diaz Jr.- District 103 o Assured the campaign delivers its message by creating, implementing, and executing a comprehensive field plan to maximize results through direct voter contact. o Managed and trained volunteers to persuade and turn out voters for the election, formed effective teams and held them accountable for reporting their daily results. EDUCATION Florida International University 2013 Bachelor of Science in Criminal Justice Florida International University 2021 Master of Science in Public Health, Concentration in Health Policy & Management 96 - 55 - Fort Lauderdale Letter of Recommendation 97 CAPITAL CITY October 14,2024 To Whom It May Concern: It is my privilege to recommend Jared Rosenstein to provide lobbying services to your municipality. Jared is an accomplished lobbyist with extensive experience in emergency management,disaster consulting,and municipal advocacy,making him an exceptional choice for any local government seeking to advance key priorities at the state level. Since 2021,Jared has represented the City of Fort Lauderdale,where he has proven his ability to navigate complex legislative processes and secure significant funding.Most recently,in 2024,Jared successfully secured $3 million for a critical transportation project,addressing a long-standing infrastructure need for the city.His success exemplifies his ability to advocate effectively for municipal priorities and deliver tangible results. Jared brings a wealth of expertise to his work,including information technology,transportation, healthcare,state appropriations,and electronic entertainment.His background also includes high-level leadership as the Legislative Affairs Director at the Florida Division of Emergency Management (FDEM), where he served as the primary liaison for federal,state,and local officials during the COVID-19 pandemic.His experience managing large-scale crises under pressure has made him a sought-after expert on emergency management policy across Florida. Throughout his career,Jared has been widely recognized for his expertise and leadership.He was named Runner-Up Health Care Lobbyist of the Year by Influence Magazine in 2021 and previously honored as one of Florida Politics''30 under 30'Rising Stars of Florida Politics.These accolades are a testament to his growing influence and his ability to generate meaningful outcomes in both the public and private sectors. Jared Rosenstein's track record of success,combined with his knowledge of Florida's legislative process and deep commitment to public service,makes him an excellent fit for any municipality seeking effective,results-driven representation.I am confident that Jared will be a valuable partner in advocating for your community's interests and securing the resources needed to achieve your goals. If you have any questions or need further information,please do not hesitate to contact me at 305-343- 2104 or DSainvil@fortlauderdale.gov. Sincerely, Public Affairs Division Manager Public Affairs Division 101 NE Avenue.2b'Root |Fort Lauderdale.FL 33301 (954)828-6350 faana.TjeCsYaacmar.tafsrtia^aeaae.aoY - 56 - Broward County Letter of Recommendation 98 CAPITAL CITY To Whom It May Concern at the City of South Miami, I have had the pleasure of working with Jared Rosenstein for the past decade.Most recently,since 2021,he has represented Broward County. Jared is highly professional,knowledgeable,and always eager to learn.His advocacy in Tallahassee has been invaluable to the County and we rely on his expertise. Both Jared and his firm are a pleasure to work with,and I recommend them without hesitation. Please feel free to contact me if you have any questions. BIWARDtMTV County Administration Director,Intergovernmental Affairs/Boards Section Main Library,8th Floor 100 S.Andrews Avenue Fort Lauderdale,FL 33301 (954)357'7575 'Office (954)599'8088 'Cell mcassini@broward.org - 57 - City of Coral Gables Letter of Recommendation 99 CAPITAL CITY The City of Coral Gables Office of the City Manager The City Beautiful City Hall 405 Biltmore Way Coral Gables,FL 33134 October 14,2024 To Whom It May Concern, I’m pleased to recommend Jared Rosenstein to represent your community as a state lobbyist.Jared has lobbied on behalf of the City of Coral Gables since 2023 and has helped develop and advance our legislative priorities,as well as identify ideal projects to maximize the city’s chances of receiving appropriations funding. Jared’s legislative expertise spans more than a decade and includes legislative roles within both the Florida Senate and House of Representatives.Jared possesses a deep understanding of the legislative process and has built a reputable relationship with numerous elected officials.Further,Jared’s expertise includes emergency management, stemming from his service as the Director of Legislative Affairs for the Florida Department of Emergency Management under Governor Ron DeSantis. Jared is an ideal lobbyist who is well-suited to advocate on behalf of a community in the areas of appropriations,technology,transportation,healthcare,information technology, and emergency management.I’m more than happy to give him my highest recommendation. If you have any further questions,please feel free to contact me at (305)619-1203 or fweiner@coralgables.com. Sincerely, Fernando Weiner Governmental Affairs Manager - 58 - 1.7.5.5 In our current engagement with the City of South Miami, Jared Rosenstein and Miguel Abad evenly share the workload. From scheduling meetings with key legislators to completing appropriations forms, our team collaborates seamlessly and remains available around the clock. We take pride in being "on call" and addressing every issue until it's fully resolved. While it's hard to quantify the weekly hours we dedicate to the city, during the legislative session, our commitment is 24/7—from the moment the Speaker of the House opens session to the moment they close it. Our team is committed to ensuring the city is effectively represented in Tallahassee, and we invite prospective clients to speak with their local state representatives and senators about our dedication and passion for advocacy. 100 - 59 - 1.7.6 Program Plan Capital City Consulting – Experience and Scope of Services Our firm has garnered a reputation for being hardworking, aggressive, and substantive; our approach to legislative advocacy is simple: know the issue, know the decision makers, and deliver for the client. Should the City choose to engage our firm, we would immediately confer with key City staff and develop a strategy for effective representation in Tallahassee. Our initial objective will be to educate ourselves on the City’s legislative issues and priorities, which will allow us to develop a strategic course of action to achieve your goals. From there on we will routinely evolve our plan to meet the City’s ever-changing needs. CCC’s strategic lobbying plan will include a timeline, objectives, important dates, key legislators targeted for relationship building, and potential legislative sponsors for policy or appropriations bills. This strategic plan will provide the City with an accountability roadmap to measure our legislative success. Lobbying is a year-round activity and CCC’s professionals know that a delay in lobbying government leaders on priority issues could spell defeat. Therefore, it is critically important to effectively message the City’s legislative issues to key policymakers early on while they are deciding their priorities and long before misinformation or other outside interests influence their decisions. As it relates to appropriations, the groundwork is completed well before the legislative session begins to ensure the City’s requests are known and understood as internal legislative priority funding lists are generated. We are confident that our team of consultants can provide the City with the services defined in Section 3 of the RFP. Considering that Florida’s legislative session is limited to 60 days, it is not unusual for us to work with our clients well in advance to develop and refine legislative proposals or appropriations requests to a nearly finished product before any public filing of the proposal occurs. If selected to represent the City, CCC will utilize our strategic lobbying plan that includes, the following actions: • In-person advocacy with key legislators and staff during Committee Weeks and Legislative Session on behalf of the City; • Attendance at all weekly team strategy meetings, legislative committee meetings, briefings, and hearings on behalf of the City; • Assisting the City in all engagements with state agencies on both regulatory issues and funding applications; • Monitoring of legislation, tracking of agency policy changes, and following upcoming grants and funding opportunities; • Reviewing of all executive proposals and legislation under consideration, proposed and adopted agency rules and or changes to the Florida Administrative Code; • Coalition building with other similarly aligned entities and associations like the Florida League of Cities as well as other lobbyists and political interests; • Helping the City interface with the Miami-Dade County Legislative Delegation to develop support for legislative appropriations and policy requests; 101 - 60 - • Brainstorming as to strategic members of the legislature to serve as advocates for our goals from both the Miami-Dade County Legislative Delegation and the general legislative membership; • Executing all required House and Senate appropriations forms in consultation with the City; • Communicating frequently with our established points of contact about important dates, deadlines, funding opportunities, and any meetings CCC has on behalf of the City; • Utilizing information gathered from our initial meeting and subsequent conversations with the City to identify additional funding opportunities that may be available through executive agency grant programs or other state initiatives; and • Facilitating and coordinating strategic legislative and executive branch meetings for the City Commissioners and staff to present and advocate for the City’s legislative priorities. At CCC, we pride ourselves not only in being able to get a meeting with the right person, but in having a deep understanding of the subject matter. We are always well prepared for meetings with elected officials and staff. This gives our lobbyists the ability to communicate the client’s objectives clearly and effectively when it is time to make the pitch for funding, project approval, or a legislative change. It is also important to note that CCC is a bipartisan firm with a long history of supporting candidates in both political parties. Our lobbyists have held government positions on both sides of the aisle. This gives us the ability to bridge the gap and work across party lines to achieve our objectives and look out for the City’s best interest. At least one CCC consultant has an established relationship with every member of the Florida Legislature and Cabinet. This ensures we will be able to set meetings and provide timely access to decision makers, allowing the City to use our relationships to its advantage when asking for funding or policy changes in Tallahassee. Clear communication is the key to legislative success. CCC will regularly communicate and consult with the City’s designated Contract Manager on all assigned legislative and executive matters which impact the City. At CCC, we use the LobbyTools software to track legislation and amendments through the legislative process. In addition to the tracking information provided through LobbyTools, during the legislative session CCC will also provide the City with a end of week report containing a day-by-day recap of the week’s committee meetings, budget action, and other announcements that would impact the City. Outside of the legislative session, CCC is happy to provide monthly updates or in-person briefings with the City. 102 - 61 - 1.7.7 Insurance Certificates 103 CAPITAL CITY CERTIFICATE OF LIABILITY INSURANCE PRODUCER Brown &Brown Insurance Services,Inc. 3520 Thomasville Rd.,Ste.500 Tallahassee FL 32309 INSURED Tallahassee FL 32301 Capital City Consulting,LLC 124 W Jefferson St DATE |MM/DD/YYYY) 10/14/2024ACORD* 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 rights to the certificate holder in lieu of such endorsement(s). nameACT Graham K (850)656-3747 (■Ac.No):(850)656-4065 ADDRESS-Tina.Graham@bbrown.com INSURER(S)AFFORDING COVERAGE NAIC# INSURER A :Twin c'ty Fire Insurance Company 29459 insurers :Zenith Insurance Company 13269 INSURER C •Continental Casualty Company INSURER D : INSURERS: INSURER F: COVERAGES CERTIFICATE NUMBER:24-25 Master REVISION NUMBER: 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 RMD CLAIMS. NSKLTR TYPE OF INSURANCE AUUL INSD SUBK WVD POLICY NUMBER POLICY EFF(MM/DD/YYYY)POLICY EXP(MMOD/YYYY)UMITS A X COMMERCIAL GENERAL LIABILITY E X|OCCUR Y Y 21SBAVL3409 09/12/2024 09/12/2025 EACH OCCURRENCE s 1,000,000 CLAIMS-MAD DAMAGE lUHENIEU PREMISES (Ea occurrence!s 1,000,000 MED EXP (Any ore person)S 10,000 PERSONAL &ADV INJURY $1,000,000 GENLAGGREGATE LIMIT APPLIES PER GENERAL AGGREGATE 5 2,000,000 X POLICY ject LOC OTHER PRODUCTS -COMPOP AGG s 2,000,000 s A AUTOMOBILE LIABILITY 21SBAVL3409 09/12/2024 09/12/2025 COMBINED SINGLE LIMIT;Ea accident:S 1,000,000 ANY AUTO BODILY INJURY (Per person!s OWNEDAUTOSONLYHIREDAUTOSONLY SCHEDULEDAUTOSNON-OWNEDAUTOSONLY BODILY INJURY (Per accident!s X X PROPERTY DAMAGE IPer accident!s s A X UMBRELLA L1AB EXCESS LIAB X OCCUR CLAIMS-MADE 21SBAVL3409 09/12/2024 09/12/2025 EACH OCCURRENCE S 5,000,000 AGGREGATE S 5,000,000 DED X RETENTION S 10.000 s B workers Compensation AND EMPLOYERS’LIABILITY Y/NANYPROPRiETORiPARTNER'EXECLTnVE ..OFFICERMEMBER EXCLUDED?N (Mandatory in NH) I4 yes,cescribe underDESCRIPTONOFOPERATIONS belwi N/A Y Z127447309 10/25/2023 10/25/2024 PER OTH-STATUTE ER EL.EACH ACCIDENT S 1,000,000 E L DISEASE -EA EMPLOYEE 5 1,000,000 EL DISEASE -POLICY UMIT 5 1,000,000 C Professional Liability 6052148721 09/12/2023 09/12/2025 Per Claim Aggregate $1,000,000 $2,000,000 DESCRIPTION OF OPERATIONS /LOCATIONS /VEHICLES (ACORD 101,Additional Remarks Schedule,may be attached if more space is required) Employee Dishonesty Coverage $50,000 -Policy Number 21SBAVL3409 Cyber Liability Coverage $1,000,000 per Occurrence/$2,000,000 Aggregate -Policy #H23NGP218952-02 /9-12-2024 to 9-12-2025 (Houston Casualty Company)City of South Miami is included as an Additional Insured on the General Liability as per Policy Form SS 00 08.Primary &Non-Contributory applies to the General Liability as per Policy Form SS 00 08.Waiver of Subrogation applies the General Liability as per Policy Form SS 00 08.Waiver of Subrogation applies the Worker's Compensation as per Policy Form WC 00 03.30 Day Notice of Cancellation applies per Policy Form SS 1224. CERTIFICATE HOLDER CANCELLATION City of South Miami 6130 Sunset Drive SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF,NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. AUTHORIZED REPRESENTATIVE South Miami I FL 33143 ©1988-2015 ACORD CORPORATION.All rights reserved. ACORD 25 (2016/03)The ACORD name and logo are registered marks of ACORD - 62 - 1.7.8 Price Proposal 104 FORM 7 PRICE PROPOSAL If awarded a contract pursuant to Request for Proposal RFP No.CSM2024-11,the undersigned proposer agrees to provide the Services,as set forth in greater detail in the RFP documents, specifically Section 3.“Scope of Services,”at the rates listed below,which are inclusive of all costs necessary to provide the Services. YEAR ANNI AL AMOUNT YEAR 1 $50,000 YEAR 2 $50,000 YEAR 3 $50,000 OPTION YEAR 4 $50,000 OPTION YEAR 5 $50,000 TOTAL $250,000 Firm:Capital City Consulting -Miami LLC Authorized Signature: Print or Type Name:Jared Rosenstein Date:10/13/24 Title:Partner - 63 - On behalf of Capital City Consulting, thank you for the opportunity to submit this proposal. 1.7.9 Additional Information CCC is proud to represent the City of South Miami, and we are looking forward to continuing our partnership. If there are any questions or clarifications needed in response to this RFP, please contact Jared Rosenstein: Jared@CCCFLA.COM. 105 1 Proposal to the City of South Miami, RFP No. CSM2024-11, State of Florida Lobbying Services www.rubinturnbull.com Er ica@ rubin turnbull.com 106 RUBIN TURNBULL &ASSOCIATES 2 TABLE OF CONTENTS PROPOSAL FORM PACKAGE ............................................................................................................... 3 FORM 1. PROPOSAL FORM PACKAGE ACKNOWLEDGEMENT ................................................................................. 3 FORM 2B. PROPOSER’S CERTIFICATION .......................................................................................................... 4 FORM 3. SINGLE EXECUTION AFFIDAVITS ......................................................................................................... 5 FORM 4. DISPUTE DISCLOSURE .................................................................................................................. 12 FORM 5. CERTIFICATION REGARDING DEBARMENT, SUSPENSION & OTHER RESPONSIBILITY MATTERS .......................... 13 FORM 6. PROPOSER’S QUALIFICATION SURVEY ............................................................................................... 14 FORM 7. PRICE PROPOSAL FORM ................................................................................................................ 17 FORM 8. REFERENCE LIST .......................................................................................................................... 18 FORM 9. KEY STAFF & PROPOSED SUBCONTRACTORS ...................................................................................... 21 INTRODUCTION ............................................................................................................................... 23 PROOF OF EXPERIENCE ................................................................................................................... 24 SAFETY RECORD .............................................................................................................................. 25 PROPOSER’S QUALIFICATIONS ........................................................................................................ 26 1.7.4.1. PROOF OF CONTINUOUS OPERATION ............................................................................................... 26 1.7.4.2. BUSINESS LICENSES AND FLORIDA REGISTRATION ............................................................................... 27 1.7.4.3. PROFESSIONAL AND BUSINESS LICENSES AND INSURANCE .................................................................... 29 1.7.4.4. LIST OF CURRENT AND PAST CLIENTS ............................................................................................... 29 1.7.4.5. COMPLAINT HISTORY ................................................................................................................... 29 1.7.4.6. PRINCIPAL IN CHARGE’S EXPERIENCE ............................................................................................... 29 1.7.4.7. TEAM EXPERIENCE ....................................................................................................................... 30 PERSONNEL QUALIFICATIONS ......................................................................................................... 31 1.7.5.1. FORM 9 – KEY STAFF .................................................................................................................... 31 1.7.5.2. ORGANIZATIONAL CHART .............................................................................................................. 31 1.7.5.3. RESUME AND PROFESSIONAL REFERENCES FOR THE PRINCIPAL IN CHARGE ............................................... 31 1.7.5.4. RESUMES FOR GOVERNMENTAL CONSULTANTS LISTED IN FORM 9 ........................................................... 33 1.7.5.5. TEAM APPROACH AND TASK ALLOCATION .......................................................................................... 39 1.7.6 PROGRAM PLAN ...................................................................................................................... 40 1.7.7 INSURANCE CERTIFICATES ...................................................................................................... 43 1.7.8 PRICE PROPOSAL .................................................................................................................... 45 107 3 PROPOSAL FORM PACKAGE Form 1. Proposal Form Package Acknowledgement 108 FORM I PROPOSAL FORM PACKAGE ACKNOWLEDGEMENTS (CONTINUED) Rubin Turnbull _ NAME OF PROPOSERjFIRM “/) SIGNATURE OF PROPOSER Heather Turnbull,Mana ncl Partner NAME &TITLE,TYPED OR PRINTED MAILING ADDRESS 701 F College Avef Suite 502 Tallahassee,FL 32301 (850 )4Q5-3068TELEPHONENUMBER State of Florida County of o rs, The foregoing instrument was acknowledged before me by means of l^physical presence or _ online notarization,this day of ,20c)9 »by L • (name of person)as vy o ft-1oc . x "Xue cCto k\\X (name of party oiftcl£?lf of whom instrut i&.cc J01 (XS6o<LiaAeS Tv IWA 0X11 Johnson ;Mr COMMISSION #HH 098372 EXPIRES:February 28,2025Personallyknowntome;or Bonded ThruNota/y PuMc Underwrites Produced identification (Type of Identification: ) Did take an oath;or Did not take an oath 27 of 75 4 Form 2B. Proposer’s Certification FORM 28 PROPOSER'S CERTfflCATION (if Partnership) CERTIFICATE ST ATE OF F/6r-i da. COUNTY OF t.e.on ) ss ) I HEREBY CERTIFY that a meeting of the Partners of <.\b;rv Turn b,..JI � Ass"c i e , a partnership existing under the laws of the State of a • A , held on Qc..Jober: l.f rh , 2024, the following resolution was duly passed and adopted: (SEAL) "RESM�ED, • that �u L---:lwdtull _, as . �g '1{L(_Qg"_ of the Partnership, be and is hereby authorized to execute the Proposal dated October 14, 20242024, to the City of South Miami for RFP No. CSl\12024-1 I STATE OF FLORIDA LOBBYING SERVICES 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 \VI IEREOF, I have hereunto set my hand this d: day of De/ope,, 29 of 75 109 ) 5 Form 3. Single Execution Affidavits 110 FORM 3 SINGLE EXECUTION AFFIDAVITS This form must be signed and sworn io 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 PROPOSER OR PROPOSER AND NOTARIZED BELOW.IN THE EVENT THE PROPOSER OR PROPOSER CANNOT SWEAR TO ANY OF THESE AFFIDAVIT STATEMENTS,THE PROPOSER OR PROPOSER IS DEEMED TO BE NON¬ RESPONSIBLE AND IS NOT ELIGIBLE TO SUBMIT A PROPOSAL/PROPOSAL. THESE SINGLE EXECUTION AFFIDAVITS ARE SUBMITTED TO THE CITY OF SOUTH MIAMI AND ARE STATEMENTS MADE: By:Hpathpr Turnhiil 1 For (Name of Proposing or Bidding Entity):Ruhin Turnbull Whose business address is:101 E College Ave.Suite 502,Tallahassee FL 32301 And (if applicable)its Federal Employer Identification Number (FEIN)is:65-0334635 (if the entity docs not have an FEIN,include the Social Security Number of the individual signing 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 12101 12213 and 47 USC Sections 225 and 661 including Title 1,Employment,Title 11,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. HT Proposer Initials 30 of 75 6 111 Public Entity'Crimes Affidavit 1 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 Proposal 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. 1 understand that “convicted”or “conviction”as defined in Paragraph 287.133(l)(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. 1 understand that an “affiliate”as defined in Paragraph 287.1 33(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 ease 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. 1 understand that a “person"as defined in Paragraph 287.1 33(1 )(c),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 proposals or applies to Proposal 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 arc 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.) X 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 31 of 75 7 112 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 arc active in the management of the entity,or an affiliate of the entity has been charged with and convicted of a public entity crime subsequent to July 1,1989.However,there has been a subsequent proceeding before a Hearing Officer of the State of Florida ,Division of Administrative Hearings and the final Order entered by the Hearing Officer determined that it was not in the public interest to place the entity submitting this sworn statement on the convicted vendor list (attach a copy of the final order). 1 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.1 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. HT Proposer Initials No Conflict of Interest or Contingent Fee Affidavit Proposer 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.Proposer 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,Proposer 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 Proposer should the Proposer be selected for the performance of this contract. HT Proposer Initials Business Entity Affidavit Proposer 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 Proposer 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 Proposer.Material interest means direct or indirect ownership of more than 5%of the total assets or capital stock of the Proposer.Any exception to these above described restrictions must be expressly provided by applicable law or ordinance and be confirmed in writing by City.Further,Proposer recognizes that with respect to this transaction or Proposal,if any Proposer violates or is a party to a violation of the ethics 32 of 75 8 113 ordinances or rules of the City,the provisions of Miami-Dade County Code Section 2-1 1.1,as applicable to City,or the provisions of Chapter 1 12,part III,Fla.Stat.,the Code of Ethics for Public Officers and Employees,such Proposer may be disqualified from furnishing the goods or services for which the Proposal or Proposal is submitted and may be further disqualified from submitting any future proposals or Proposal for goods or services to City. HT Proposer Initials Anti-Collusion Affidavit 1 .Proposer Proposer has personal knowledge of the matters set forth in its Proposal Proposal and is fully informed respecting the preparation and contents of the attached Proposal Proposal and all pertinent circumstances respecting the Proposal 'Proposal; 2.The Proposal Proposal is genuine and is not a collusive or sham Proposal Proposal;and 3.Neither the Proposer Proposer 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 Proposer 'Proposer,firm,or person to submit a collusive or sham Proposal'Proposal,or has in any manner,directly or indirectly, sought by agreement or collusion or communication or conference with any other Proposer 'Proposer,firm,or person to fix the price or prices in the attached Proposal Proposal or of any other Proposer Proposer,or to fix any overhead,profit,or cost element of the Proposal 'Proposal price or the Proposal 'Proposal price of any other Proposer Proposer,or to secure through any collusion,conspiracy,connivance or unlawful agreement any advantage against the City or any person interested in the proposed Contract. HT Proposer Initials Scrutinized Company Certification 1 .Proposer certifies that it and its subcontractors arc 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 RFP at its sole option if the Proposer or its subcontractors are found to have submitted a false certification;or if the Proposer,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 RFP is for more than one million dollars,the Proposer 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 RFP at its sole option if the Proposer,its affiliates,or its subcontractors are found to have submitted a false certification;or if the Proposer,its affiliates, or its subcontractors are placed on the Scrutinized Companies with Activities in Sudan List,or 33 of 75 9 114 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 Proposer agrees to observe the above requirements for applicable subcontracts entered into for the performance of work under the Agreement that may result from this RFP.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. HT Proposer Initials Drug-Free Workplace Affidavit Proposer hereby recognizes that,pursuant to F.S.§287.087,preference shall be given to businesses with drug-free workplace programs when two proposals.Proposal arc equal with respect to price,quality,and service.Proposer understands that in order to qualify as a drug-free workplace,Proposer 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 \iolations of such prohibition. b)Inform employees about the dangers of drug abuse in the workplace,the Proposer’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 sen ices under the RFP 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 RFP,the employee must abide by the terms of the statement and will notify the employer of any conviction of,or pica 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 1 have marked below,is true in relations to the entity submitting this sworn statement. (INDICATE WHICH STATEMENT APPLIES.) X The entity submitting this sworn statement is a drug-free workplace and is in full 34 of 75 10 115 compliance with the requirements set forth under F.S.§287.087. The entity submitting this sworn statement is not a drug-free workplace. HT Proposer Initials City Non-Discrimination Requirements Affidavit Proposer understands that pursuant to Section 3-1.1 of the Code of the City of South Miami,the City w ill not enter into or award a contract to an entity engaged in a boycott. Proposer 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 arc specifically authorized or required by federal law or state law . Proposer 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. HT Proposer Initials Acknowledgment,W arranty,and Acceptance 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 RFP No.CSM2024-05 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 w'ith this Proposal is true and accurate. HT Proposer Initials (REMAINDER OF PAGE LEFT INTENTIONALLY BLANK. SIGNATURE PAGE FOLLOWS.! 35 of 75 11 116 ACKNOWLEDGMENT Personally known to me;or Produced identification (Type of Identification: ,) Did take an oath;or (Print,Stamp,or Tjpe as Commissioned) The foregoing instrument was acknowledged before me by means of online notarization,this /^^day of (name of person)as X (name of party State of Florida County of kfCD K physical presence or EXPIRES:February 28,2025oafs?.'--’'Bonded Ural Notary Puttie Undent Did not take an oath 36 of 75 12 Form 4. Dispute Disclosure 117 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 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, Proposal 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. 1 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 Proposal or Proposal for the City of South Miami. ACKNOWLEDGMENT Slate of Florida I County of physical presence or online notarization. this (type of authority)for 72 Stamp,or Type as Commissioned) Personally know n to me;or EXPIRES:February 28,2025 Bonded ThruNotary Public Underwrite* The foregoing instrument was acknow ledged before me b>means oftdayofOf*.20 .b\ Tian actino fiudair:of party on beh<(fjof \vnom instrument is executed). Produced identification (Type of Identification:) Did take an oath;or Did not take an oath 37 of 75 13 Form 5. Certification Regarding Debarment, Suspension & Other Responsibility Matters 118 FORM 5 CERTIFICATION REGARDING DEBARMENT,SUSPENSION,AND OTHER RESPONSIBILITY MATTERS PRIMARY COVERED TRANSACTIONS This certification is required by the regulations implementing Executive Order 1 2549,Debarment and Suspension,1 3 CFR Part 145.The regulations were published as Part Vil of the May 26,1 988 Federal Register (pages 19160-1921 1).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)Arc 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)Arc 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 (I )(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. Business Name Rubin Turnbull Date_ Representative . Name and Title of Authorized^' Representative 38 of 75 14 Form 6. Proposer’s Qualification Survey 119 FORM 6 PROPOSER’S QUALIFICATIONS SURVEY COMPANY QUALIFICATIONS QUESTIONNAIRE Please complete this Company Qualifications Questionnaire.By completing this form and submitting a response to the RFP,you certify that any and all information contained in the Proposal is true,that your response to the RFP is made without prior understanding,agreement,or connections with any corporation,firm or person submitting a response to the RFP 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 RFP,and certify that you are authorized to sign for the Proposer’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”. Rubin Turnhull Firm Name 401 E Last Olas Boulevard,Suite 13B-447,Fort Lauderdale FL 33301 _ Principal Business Address (954)467-3913 Telephone Number Facsimile Number Heather^Rubi nTu rnhull .com Email Address 65-033463.3 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?5 Please identify the Finn's document number with the Florida Division of Corporations and date the Firm registered filed to conduct business in the State of Florida: V37919 05/21/1992 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 Category License No.Date Licensed 39 of 75 15 120 Please indicate the type of entity form of the Finn (if other,please describe): Individual Partnership 54 Corporation LLC LLP Other Please identify the Firm’s primary business:Government Consulting Please identify the number of continuous years your Firm has performed its primary business:32 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 Florida Bar:Turnbull The Florida Bar 289050 08/04/2000 Arkansas Bar:Turnbull Arkansas Judiciary 99089 1999 Please identify the name,license number,and issuance date of any prior companies that pertain to 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 thrcshold/lcvcl of their signing authority: Authorized Signor’s Name Title Signing Authority Threshold (All,Cost up to SX-Amount,No Cost,Other) Heather Turnbull Managing Partner All Bill Rubin Chairman All 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,2 mechanics,etc.): INSURANCE INFORMATION Total No.of Employees 15 Total No.of Managerial Administrative Employees 2 Total No.of Trades Employees by Trade 11 Government Consultants,1 Director of Operations,1 Director of Political and Public Policy,1 Executive Administrator,1 Director of Finance Please provide the following information about the Firm’s insurance company: Acrisure Southeast Partners Insurance Elizabeth Theof ilopoulos-0 'Brien Carrier Name Insurance Carrier Contact Person 40 of 75 16 121 1317 Citizens Blvd, Leesburg FL 34748 954-943-5050 Insurance Carrier Address Telephone No. LOBrien@acrisure.com Email Has the Firm filed any insurance claims in the last five (5)years?E No Yes If yes,please identify the type of claim and the amount paid out under the claim: FIRMOWNERSH1P Please identify all Firm owners or partners,their title,and percent of ownership: Owner/Partner Name Title Ownership (%) Heather Turnbull Managing Partner 50% Rill Rnhin Chai rman 50% Please identify whether any of the owners-partners identified above are owners-partners in another entity: X No Yes If yes,please identify the name of the owner'partncr,the other entity’s name,and percent of ownership held by the stated owner 'partncr: 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 Name Contact Person Telephone No.Email Address Date Awarded Florida Gateway College Lee Pinchouck 386.754.4201 lee.pinchouck@fgc.edu August 2024 Florida Keys MosquitoControlDistrict Andrea Leal (305)292-7190 aleal@keysmosquito.org Jan 2024 City of Doral Rey Valdes,Manager (305)593-6725 rey.valdes@cityofdoral.com June 2024 Indian Trail Improvement.District Burgess Hanson,EO 561.793.0874 bhanson@indiantrail.com Jan 2024 Village of Key Biscayne Steve Williamson (305)365-5514 bhansongIndiant rail,com Jan 2024 By signing below,Proposer certifies that the information contained herein is complete and accurate to the best of Proposer’s knowledge. Firm:Rnhin Turnbull. Date:Authorized Signature Title:Managing PartnerPrintorTypeName:Heather Turnbull 41 of 75 17 Form 7. Price Proposal Form 122 FORM 7 PRICE PROPOSAL If awarded a contract pursuant to Request for Proposal RFP No.CSM2024-1I,the undersigned proposer agrees to provide the Services,as set forth in greater detail in the RFP documents, specifically Section 3.“Scope of Services,”at the rates listed below,which are inclusive of all costs necessary to provide the Services. YEAR ANNUAL AMOUNT YEAR 1 $50,_000 YEAR 2 $50,000 YEAR 3 S 50,000 OPTION YEAR 4 S 50,000 OPTION YEAR 5 $50,000 TOTAL $050,000 Firm:Rubin Turnbull. Authorized Signature: Print or Type Name:Heather TurnhulL anaging Partner 42 of 75 18 Form 8. Reference List 123 FORM 8 REFERENCE LIST IN ADDITION TO THE INFORMATION REQUIRED ON THIS FORM, PROPOSER SHALL PROVIDE A MINIMUM OF THREE REFERENCE LETTERS. REFERENCE #1 Public Entity Name:City nf Miami Reference Contact Person/Title,Department:Francisco Patrirpna,Director of Intergovernmental affairs,City Managers Office .—— Contact Number &Email 786-717-3931,FPotri rpnagmiamigov.com Public Entity Sizc/Numbcr of Rcsidcnts/Square Mileage:442,241 residents,56 squa re miles Evcnt(s)Completed (include Name of Projcct/Evcnt,Date of Event Start/Complction,Details on Sizc'Scopc of Work This oast 7924 teoistative session.Rubin Turnbull secured over S2M in a competitive environment,with numerous municipalities vying for limited state funds. The work was highly complex due to competing budget priorities,political dynamics.-and shifting legislative agendas, Is the Contract still Active?Yes x No 43 of 75 19 124 REFERENCE #2 Public Entity Name:viltagp of Kpy Risraynp Reference Contact Pcrson/Titlc Department:stpvp Williamson,Village Manager Contact Number &Email (305)365-5514 manaqertakeybiscayne.fl.gov Public Entity Size-Number of Residents 'Square Mileage:i,?5 sq mi,14.6K population Evcnt(s)Completed (include Name of Project Event.Date of Event Start Completion,Details on Size Scope of Work Complexity)For the 2024 Session,we secured S600K with very complex dynamics Securing leoislative dollars for the Village of Kev Biscavne was challenging due to its affluent socioeconomic status,which made it harder to justify the allocation of state funds typically prioritized for communities with greater financial need,. Is the Contract still Active?Yes x No 44 of 75 20 125 REFERENCE #3 Public Entity Name:City of Brooksville Reference Contact Person Title/Dcpartmcnt:Mayor Blake Belt Contact Number &Email 352-540-3310,bbeUtacityofbrooks ville.us Public Entity Size Number of Residents Square Mileage:9,500 residents ,5 square miles Evcnt(s)Completed (include Name of Project Event,Date of Event Start Completion,Details on Size Scope of Work Complexity)In the 2024 Legislative Session,we successfully delivered state dollars for the City of Brooksville,overcoming challenges faced by smaller,lesser-known towns represented by members with several municipalities in their districts. Is the Contract still Active?Yes x No 45 of 75 21 Form 9. Key Staff & Proposed Subcontractors 126 FORM 9 KEV 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:lNo lYes Name Title Years of Experience Years with Firm Licenses/Certifications Heather Turnhull Managing Partner 24 21 Licensed Attorney Bill Rubin Chairman 36 32 Erica Chanti Government Consultant 14 7 Zach Hubbard GovernmentConsultant 7 4 Kevin Come rer Government Consultant 14 2 Chris Finkbeiner Government Consultant 19 10 Jodi Davidson Government Consultant 25 5 Kate Schultz Director of Political and Public Policv 6 1 Melissa Akeson Government Consultant 24 16 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 invests heavily in ongoing training and professional development for our staff.This commitment ensures that our personnel remain current with industry standards and best practices quipping substitute personnel with the skills and knowledge necessary to perform at or above the level of the original key staff.Our recruitment process is rigorous and highly selective. 46 of 75 22 127 Please identify each Key Staff member’s engagement commitments that will exist concurrently xs ith the City’s Services: PROPOSED SUBCOMRACTORS Key Staff Name Area of Responsibility Client Commitment (Hours/week) Period of Engagement t The undersigned Proposer hereby designates,as follows,all major subcontractors whom they propose to utilize for the major areas of work for the services.The bidder 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 47 of 75 23 INTRODUCTION Rubin Turnbull & Associates is pleased to present our proposal for providing lobbying services to the City of South Miami in the State of Florida. Our firm, established in 1992, has a proven track record of representing municipalities across Florida, securing important legislative victories, and obtaining appropriations for local governments. With over 30 years of experience, we have the relationships, strategic insight, and advocacy skills necessary to effectively represent South Miami's interests in Tallahassee. Our team, led by Managing Partner Heather Turnbull, will work diligently to secure funding for key city initiatives, including infrastructure, stormwater management, and environmental resilience. We will proactively engage with state legislators, regulatory agencies, and key decision-makers to ensure that South Miami's priorities are advocated for. Our experience in identifying legislative opportunities, drafting bill language, and building bipartisan support will be crucial in advancing the city's legislative and appropriations agenda. Rubin Turnbull & Associates is uniquely positioned to assist South Miami in navigating Florida's legislative landscape. Our firm's deep understanding of state government, combined with our strategic advocacy and comprehensive approach, will ensure that the city's priorities receive the attention and support they deserve at the state level. We are committed to maintaining clear and consistent communication with the city, providing timely updates, critical notifications, and detailed legislative reports. With our experienced team and tailored advocacy strategies, Rubin Turnbull & Associates is ready to deliver results that are in line with the objectives of South Miami. 128 24 PROOF OF EXPERIENCE Rubin Turnbull & Associates is a leading Florida-based lobbying and government relations firm that has been in continuous operation since its founding in 1992. For over 30 years, our firm has provided comprehensive state lobbying services to governmental entities, including municipalities of similar size and scope as the City of South Miami. We specialize in advocacy for local governments, securing appropriations, and advancing policy initiatives that align with our clients' specific needs. This experience is demonstrated through our work with various municipalities across the state, successfully addressing their infrastructure, environmental, and regulatory concerns, as well as preserving home rule authority. Proven Success in Municipal Representation: Our firm has successfully represented numerous Florida municipalities, delivering services that align closely with South Miami's needs. We have extensive experience advocating for funding of critical infrastructure projects, addressing environmental concerns such as resiliency, and coordinating with state agencies to support local priorities. Some of our key municipal clients include: 1. City of Brooksville – Since 2022, we have provided both state and federal lobbying services, successfully securing funding for infrastructure projects, including public facility development and improvements to essential city systems. 2. City of Fort Lauderdale – We have lobbied for appropriations and policy changes that benefit critical infrastructure projects, such as flood control and traffic congestion relief, securing vital state resources for the city's needs. 3. City of Deerfield Beach – As the city’s primary state lobbyist, we have focused on regulatory matters, agency coordination, and appropriations. Our work has facilitated collaborations with state agencies to resolve regulatory challenges affecting the city's operations and development plans. Additionally, we represent a wide range of other municipalities and local governments, further demonstrating our capacity to meet the needs of Florida cities: • City of Miami • City of Miramar • City of Sunrise • Indian Creek Village • Indian Trail Improvement District • Key Biscayne • Florida Keys Mosquito Control Board • Mosquito Control District 129 25 Experience with Large Private Clients: Our firm also represents significant private entities across various industries, emphasizing our capability to handle large-scale lobbying efforts. Some of our notable clients include: • HCA Healthcare • Charter Communications • PowerDesign • BusPatrol • Miccosukee Tribe 2024 Session Budget Highlights (Municipal and Local Clients): In the 2024 legislative session, Rubin Turnbull & Associates secured critical appropriations for several municipal and local government clients. Some notable projects include: 1. City of Deerfield Beach – $125,000 2. City of Fort Lauderdale – $250,000 3. Broward County Sheriff's Office – $476,995 4. Village of Key Biscayne – $500,000 5. City of Fort Lauderdale – $150,000 6. City of Doral – $125,000 7. Miccosukee Tribe – $877,765 SAFETY RECORD Rubin Turnbull & Associates is proud to confirm that we have had no litigation, safety violations, or noncompliance issues in the past five (5) years. Our firm consistently upholds the highest standards of professionalism, integrity, and compliance in all of our operations. We are committed to following all applicable regulations and ensuring that our services meet or exceed industry standards. Rubin Turnbull & Associates has maintained a spotless compliance and safety record, with no citations or assessments issued by any governmental agencies. This track record reflects our dedication to delivering effective and ethical lobbying services for all our clients, including municipalities, businesses, and public entities across Florida. 130 26 PROPOSER’S QUALIFICATIONS 1.7.4.1. Proof of Continuous Operation Rubin Turnbull & Associates has been in continuous operation for over 30 years under the Rubin Group and now Rubin, Turnbull & Associates. Since our founding in 1992, we have provided state-level lobbying services to a wide range of clients, including municipalities, businesses, and other governmental entities across Florida. Our namesake was updated to include Heather Turnbull, who joined the firm in 2003 and was elevated to Managing Partner in 2019. We are proud of our long-standing reputation for excellence in the industry and can provide documentation to verify our continuous operation and success. 131 27 1.7.4.2. Business Licenses and Florida Registration Rubin Turnbull & Associates is fully registered and authorized to do business in the State of Florida. As part of this submission, we have included our active Sunbiz profile, which provides comprehensive details about our business registration, including our Florida Entity Information and our Federal Employer Identification Number (FEIN). These documents confirm our compliance with Florida state regulations and verify that our firm is legally authorized to operate within the state. 7/19/24, 11:29 AMDetail by Entity Name Page 1 of 3https://search.sunbiz.org/Inquiry/CorporationSearch/SearchResults?In…40000077670&Detail=FL.DOS.Corporations.Shared.Contracts.FilingRecord 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 RUBIN, TURNBULL & ASSOCIATES, INC. Filing Information V37919 65-0334633 05/21/1992 FL ACTIVE AMENDMENT AND NAME CHANGE 02/06/2019 NONE Principal Address 401 EAST LAS OLAS BOULEVARD SUITE 130-447 FT. LAUDERDALE, FL 33301 Changed: 03/29/2021 Mailing Address 401 EAST LAS OLAS BOULEVARD SUITE 130-447 FT. LAUDERDALE, FL 33301 Changed: 03/29/2021 Registered Agent Name & Address Hufstetler, Morgan 401 EAST LAS OLAS BOULEVARD SUITE 130-447 FT. LAUDERDALE, FL 33301 Name Changed: 02/05/2024 Address Changed: 02/05/2024 D IVISION OF CORPORATIONSFlorida Department of State 132 Dxrattm &J ^"'^‘‘TF,,r—f—tut ojfiritil Suite of Florida waibsite 28 State of Florida Department of State I certify from the records of this office that RUBIN,TURNBULL & ASSOCIATES,INC.is a corporation organized under the laws of the State of Florida,filed on May 21,1992. The document number of this corporation is V37919. 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 February 5,2024,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 First day of October,2024 Tracking Number:3695485601CU To authenticate this certificate,visit the following site,enter this number,and then follow the instructions displayed. https://services.sunbiz.org/Filings/CertificateOfStatus/CertificateAuthentication 133 29 1.7.4.3. Professional and Business Licenses and Insurance We have attached copies of Rubin Turnbull & Associates’ professional and business licenses, as well as our proof of insurance, under section 1.7.4.2 and section 1.7.7 of this submission. These documents cover our entity, including any relevant subcontractors or supporting firms involved in the delivery of services. 1.7.4.4. List of Current and Past Clients Rubin Turnbull & Associates has an extensive track record of representing municipalities and other governmental entities across Florida. Some of our current and past clients include: • City of Brooksville • City of Deerfield Beach • City of Fort Lauderdale • City of Miami • City of Miramar • City of Sunrise • Indian Creek Village • Indian Trail Improvement District • Key Biscayne • Florida Keys Mosquito Control Board • Mosquito Control District We have successfully advocated for these clients, securing appropriations, advancing legislative priorities, and navigating complex regulatory matters, particularly for municipalities similar to the City of South Miami. 1.7.4.5. Complaint History Rubin Turnbull & Associates is proud to report that we have had no official complaints against our professional licenses. Our firm maintains a spotless record of compliance and ethical conduct in the provision of government relations and lobbying services. We continuously uphold the highest standards in all aspects of our work, ensuring satisfaction and compliance for all our clients. 1.7.4.6. Principal in Charge’s Experience The Principal in Charge for this project will be Erica Chanti, a highly accomplished government consultant with extensive experience in legislative strategy, stakeholder engagement, and policy advocacy. Erica has been with Rubin Turnbull & Associates since 2017 and has years of experience providing state lobbying services. As a recognized leader 134 30 in the field (recipient of Florida Politics’ “30 Under 30” and News Service of Florida’s “40 Under 40”), she is well-positioned to oversee the City’s legislative priorities and make key decisions on behalf of the City. 1.7.4.7. Team Experience Rubin Turnbull & Associates brings a wealth of experience and strong, deeply rooted relationships across all levels of Florida’s state government, including the Florida Senate, House of Representatives, the Governor’s Office, and key state agencies. Our team has cultivated long-standing connections with influential legislators, committee chairs, and agency heads, positioning us as a trusted partner with access and influence at every stage of the legislative and regulatory process. This enables us to deliver effective advocacy for our clients and ensure that their priorities are well-represented. Our team’s influence extends across key areas of interest for the City of South Miami, including: • Senate and House Relationships: Rubin Turnbull & Associates has direct access to senior leadership and committee chairs in both the Senate and House of Representatives, including committees overseeing appropriations, infrastructure, environmental protection, and municipal issues. • Governor’s Office: Our strong relationships within the Governor’s Office ensure that we are able to communicate directly with key decision-makers regarding the City’s legislative and appropriations needs. We regularly coordinate with the Governor’s policy advisors and executive leadership to advocate for support. • State Agencies: Rubin Turnbull & Associates has established strong working relationships with the Florida Department of Environmental Protection (DEP), the Florida Division of Emergency Management, and the Department of Transportation (FDOT), among others. These relationships enable us to facilitate programmatic and grant support for municipalities, while advocating for regulatory changes and funding opportunities that align with the City’s infrastructure and environmental goals. Our team’s depth of experience and established relationships provide us with the access, influence, and expertise necessary to navigate Florida’s complex legislative and regulatory landscape. Whether it’s through our connections in the Senate, House, Governor’s Office, or state agencies, Rubin Turnbull & Associates is uniquely positioned to advance the City of South Miami’s legislative and appropriations goals, ensuring that their interests are protected and promoted at every level of state government. 135 31 PERSONNEL QUALIFICATIONS 1.7.5.1. Form 9 – Key Staff Rubin Turnbull & Associates will complete and submit Form 9, providing details of all key staff members involved in the provision of the Services, including any proposed subcontractors. The form will outline each individual's role, responsibilities, and relevant experience related to the City of South Miami’s legislative priorities. 1.7.5.2. Organizational Chart 1.7.5.3. Resume and Professional References for the Principal in Charge Erica Chanti has been appointed as the Principal in Charge of this project. We have included her one-page resume, which highlights her extensive experience in providing state-level lobbying services, strategic legislative advocacy, and policy consultation. We have included contact information for three (3) professional references who can attest to her expertise and leadership capabilities. Erica’s qualifications and experience make her well-suited to manage the City of South Miami’s legislative and appropriations efforts. • Mayor Blake Bell, City of Brooksville o Phone: 352-540-3810 o Email: bbell@cityofbrooksville.us • Steve Williamson, Village Manager, Village of Key Biscayne o Phone: 305-365-5514 o Email: manager@keybiscayne.fl.gov • Francisco Petrirena, Director of Intergovernmental Affairs, City of Miami o Phone: 786-717-3931 o Email: fpetrirena@miamigov.com Bill Rubin, Founder & Chairman Heather Turnbull, Managing Partner Kate Schultz, Director of Political & Public Policy Erica Chanti, Governmental Consultant/Client Lead Kevin Comerer, Governmental Consultant Zach Hubbard, Governmental Consultant Chris Finkbeiner, Governmental Consultant Melissa Akeson, Governmental Consultant 136 32 ERICA CHANTI (305) 775-7252 Erica@rubinturnbull.com SUMMARY Highly accomplished government consultant with extensive expertise in legislative strategy, stakeholder engagement, and policy advocacy. Demonstrated success in influencing legislative outcomes and advancing client objectives through strategic planning and relationship building. Recognized as a leader in the field with multiple accolades, including Florida Politics’ “30 Under 30” and News Service of Florida’s “40 Under 40.” EDUCATION Bachelor of Science in Political Science Florida State University, Tallahassee, FL | 2011 SKILLS • Legislative Navigation: Expert in interpreting and influencing legislative and regulatory environments. Skilled in developing strategies to navigate complex legislative landscapes to achieve client goals. • Advanced Strategic Planning: Proficient in formulating and executing comprehensive strategies that align with client objectives, utilizing data-driven insights and policy analysis. • Stakeholder Engagement: Masterful in cultivating and maintaining robust relationships with key stakeholders, including legislators, government officials, industry leaders, and community advocates. • Policy Advocacy: Adept at crafting persuasive arguments and negotiating with policymakers to advocate for legislative changes. Experienced in mobilizing coalitions and public support. • Political Insight: Deep understanding of political systems, electoral processes, and governmental structures. Ability to anticipate political trends and adapt strategies accordingly. • Communication and Persuasion: Exceptional oral and written communication skills, with the ability to articulate complex policy issues and influence diverse audiences. • Legislative Monitoring: Skilled in tracking legislative activities, analyzing policy developments, and providing actionable intelligence to clients. PROFESSIONAL EXPERIENCE Rubin, Turnbull and Associates, Government Consultant 2017 – Present Miami Dade Legislative Delegation, Executive Director 2014 – 2017 137 33 1.7.5.4. Resumes for Governmental Consultants Listed in Form 9 Katelyn Schultz Cell: (407) 443-1235 | Email: kate@rubinturnbull.com PROFESSIONAL SUMMARY Strategic and results-driven political and public policy professional with extensive experience in government, political campaigns, and legislative affairs. Demonstrated expertise in managing Political Action Committees (PACs), conducting opposition research, developing legislative strategies, and collaborating with key stakeholders known for aligning client objectives with legislative opportunities and navigating complex political environments to achieve impactful outcomes. EDUCATION • Master of Science in Political Science Florida State University, Tallahassee, FL | July 2022 • Bachelor of Science in Political Science Florida State University, Tallahassee, FL | May 2020 CORE COMPETENCIES • Political Strategy & Legislative Affairs: Proven ability to develop and implement political and legislative strategies that align client objectives with current legislative trends and opportunities. • Opposition Research & Risk Mitigation: Expertise in conducting opposition research, identifying potential challenges, and mitigating risks to protect client interests and ensure success in legislative initiatives. • PAC Management & Compliance: Extensive experience managing PACs, overseeing compliance with reporting requirements, and strategically allocating millions in political contributions to maximize influence. • Stakeholder Engagement & Advocacy: Skilled in building and maintaining strong relationships with government officials, industry leaders, and community stakeholders to drive legislative and political outcomes. • Policy Research & Development: Proficient in drafting legislation, conducting thorough policy research, and providing strategic direction for legislative initiatives. • Scheduling & Event Coordination: Expertise in managing scheduling operations and logistical coordination for high-level political and state events, ensuring alignment with political strategies and organizational goals. • Leadership & Team Development: Proven ability to lead teams, streamline protocols, and train staff to improve operational efficiency and effectiveness. PROFESSIONAL EXPERIENCE • Rubin Turnbull & Associates Director of Political and Public Policy | April 2024 – Present • Florida Department of Commerce Deputy Director of Legislative & Cabinet Affairs | July 2023 – April 2024 • Executive Office of the Governor Director of Scheduling | January 2023 – July 2023 • Ron DeSantis for Governor Deputy Director of External Affairs | March 2022 – November 2022 138 34 Melissa S. Akeson Cell (850) 294-7747 melissa@rubinturnbull.com PROFESSIONAL SUMMARY A skilled government consultant with over 20 years of experience in legislative affairs, policy analysis, and government relations. Specializes in guiding clients through complex governmental processes, particularly in securing appropriations. Known for delivering strategic insights that drive success in the public sector. Possesses exceptional communication, negotiation, and analytical skills, with a strong reputation for building lasting relationships with legislators, stakeholders, and the public. EDUCATION Bachelor of Arts in Political Science University of Florida, Gainesville, FL | 1992 - 1996 SKILLS • Government Relations & Legislative Affairs: Extensive experience navigating state and local government systems, with a deep understanding of appropriations processes. • Strategic Consultation: Expertise in developing and executing strategies that align with client’s objectives, ensuring legislative success. • Policy Analysis: Proficient in analyzing public policy and legislation to identify opportunities and risks for clients. • Negotiation & Advocacy: Strong proficiency in negotiating terms and conditions to reach favorable outcomes and advocating effectively for clients. • Communication: Skilled in articulating ideas and proposals persuasively, both in writing and verbally, focusing on organizational clarity and precision. • Interpersonal Skills: Proven ability to build and maintain strong relationships with government officials, clients, and key stakeholders. • Budget Process Specialist: Expertise in navigating the state budget process, helping clients secure funding, and managing appropriations successfully. PROFESSIONAL EXPERIENCE Rubin Turnbull & Associates Government Consultant | February 2008 – Present Ronald L. Book, P.A. Government Consultant | December 2005 – January 2008 Office of Florida State Representative Dennis A. Ross Senior Legislative Aide | February 2003 – December 2005 139 35 Chris Finkbeiner Cell (850) 570-4747 chris@rubinturnbull.com PROFESSIONAL SUMMARY A highly accomplished government consultant with over 20 years of experience in senior management and leadership roles, legislative affairs, policy analysis, and government relations. Specializes in guiding clients through complex governmental processes, particularly on complex issues involving multiple agencies and the state appropriations process. Known for delivering strategic insights that drive success in the public sector. Possesses exceptional communication, negotiation, and analytical skills, with a strong reputation for building lasting relationships with legislators, stakeholders, and the public. EDUCATION Bachelor of Arts in Political Science University of Florida, Gainesville, FL | 2003-2006 SKILLS • Government Relations & Legislative Affairs: Extensive experience navigating state and local government systems, with a deep understanding of appropriations processes. • Strategic Consultation: Expertise in developing and executing strategies that align with client’s objectives, ensuring legislative success. • Policy Analysis: Proficient in analyzing public policy and legislation to identify opportunities and risks for clients. • Negotiation & Advocacy: Strong proficiency in negotiating terms and conditions to reach favorable outcomes and advocating effectively for clients. • Communication: Skilled in articulating ideas and proposals persuasively, both in writing and verbally, focusing on organizational clarity and precision. Proven ability to build and maintain strong relationships with government officials, clients, and key stakeholders. PROFESSIONAL EXPERIENCE Rubin Turnbull & Associates Vice President | November 2014 – Present Rick Scott for Florida Governor Policy Director | February 2014 – November 2014 Executive Office of the Governor Deputy Chief of Staff & Policy Director | July 2011 – February 2014 Office of the Florida Senate President Deputy Chief of Staff | September 2013 – July 2014 Republican Party of Florida Senate Campaigns Consultant | May 2008 – September 2013 Office of Florida State Representative Bryan Nelson Legislative Aide | January 2007 – May 2008 140 36 Zachary Hubbard Phone: (813) 317-7766 | Email: Zach@rubinturnbull.com PROFESSIONAL SUMMARY Government relations specialist with extensive experience in legislative processes, public policy, and political strategy. Currently a Government Consultant at Rubin Turnbull & Associates, Zach leverages his expertise in policy development and campaign management to advise clients and influence legislative outcomes. Recognized in Influence Magazine’s “30 Under 30” for contributions to Florida politics. EDUCATION Bachelor of Science in Finance Florida State University, Tallahassee, FL | June 2018 SKILLS • Government Relations & Legislative Advocacy: Expertise in representing clients before Florida state agencies and the legislature, providing strategic guidance on policy development and legislative processes. • Data Analytics & Political Strategy: Skilled in managing large datasets and performing in- depth analysis to inform political strategies and decision-making. • Campaign & Project Management: Experience leading campaign operations, including fundraising, media, and event coordination. • Legislative Research & Policy Development: Skilled in drafting legislation, conducting research, and assessing policy impacts. PROFESSIONAL EXPERIENCE Rubin Turnbull & Associates Government Consultant | 2021 – Present • Provide strategic government relations and legislative consulting services to clients across various industries. • Represent clients before the Florida Legislature and state agencies, focusing on policy development and advocacy. • Utilize data analysis to guide clients on political trends and legislative opportunities. Executive Office of the Governor – Office of Policy & Budget Governmental Analyst | January 2021 – August 2021 • Consulted on the Governor’s policy priorities, analyzing the statewide impact of budget and policy initiatives. • Delivered research presentations and briefs to senior leadership, integrating data analysis to shape policy recommendations. Republican National Committee State Data Director | June 2020 – December 2020 • Managed data operations for a U.S. Senate campaign, including voter outreach strategies, event planning, and fundraising analysis. • Developed data-driven targeted campaigns for direct voter contact and rally planning, utilizing SQL databases for strategic insights. The Florida Senate Legislative Aide to Senator Jeff Brandes | December 2018 – June 2020 • Conducted legislative research and analysis, supporting the passage of key bills on insurance, transportation, and innovation. • Integrated large datasets and research tools to assess trends and inform legislative decisions. 141 37 Kevin Comerer Governmental Consultant, Rubin Turnbull & Associates Email: Kevin@Rubinturnbull.com PROFESSIONAL SUMMARY A seasoned government relations and political strategy expert with over a decade of experience in Florida’s legislative environment. Currently a Governmental Consultant at Rubin Turnbull & Associates, Kevin has a strong background in political campaigns, legislative advocacy, and insurance market reform. He is recognized for his ability to build relationships with lawmakers and regulators, driving key policy reforms in the state. EDUCATION Bachelor of Science in Political Science & Sociology Florida State University, Tallahassee, FL CORE COMPETENCIES • Legislative Strategy & Advocacy: Over 10 years of experience developing legislative strategies and advancing policy initiatives. • Insurance Policy & Regulatory Relations: Expertise in Florida’s insurance market, with strong ties to legislative leaders and regulators. • Government Relations: Skilled in advocating for clients and advancing legislative reforms, particularly in the insurance and financial sectors. PROFESSIONAL EXPERIENCE Rubin Turnbull & Associates Governmental Consultant | 2022 – Present • Advocate for clients before the Florida Legislature, focusing on policy reforms in the insurance and financial services sectors. American Integrity Insurance Legislative Director | 2017 – 2022 • Led legislative efforts, building relationships with top regulators and advocating for key insurance reforms. Florida Senate & House of Representatives Senior Legislative Aide to Sen. Kathleen Passidomo | Legislative Aide to Rep. Tom Grady | 2010 – 2017 • Managed legislative operations and successfully supported multiple political campaigns. AWARDS & RECOGNITION • Mark Trafton Award, Florida Insurance Council, 2021 • Board of Directors, Florida Justice Reform Institute • Member, AIF Financial Services Council 142 38 0447-954) 260( Jodi@rubinturnbull.com JODI DAVID SON PROFILE Experienced Governmental Consultant with a strong background in federal appropriations, grant funding, and public policy. Over 14 years of experience as Florida Chief of Staff to U.S. Representative Debbie Wasserman Schultz, with extensive knowledge of local, state, and federal government operations. Proven success in securing hundreds of millions in federal dollars through earmarks and grants, and developing long-term advocacy strategies for corporate, education, and workforce development clients. KEY SKILLS WORK EXPERIENCE • Federal Appropriations • Legislative Advocacy & Strategy • Political Intelligence Gathering • Education & Workforce Development Policy • Corporate Trade Policy • Strategic Communications • Grassroots Engagement & Public Relations LEADERSHIP & AFFILIATIONS Board of Directors, Business and Leadership Institute for Early Learning (BLI), Florida International University Rubin Turnbull & Associates, Federal Project Leader Present • Lead federal project strategies, specializing in appropriations, grant funding, education, and corporate trade policy. • Serve as primary advisor to clients on federal funding efforts and advocacy positions, translating complex legislative processes into actionable strategies. • Help clients position themselves as thought leaders and proactively address emerging issues in Washington, D.C. • Delivered hundreds of millions of dollars to clients through Congressional earmarks and federal grants. • Develop creative advocacy approaches to overcome legislative roadblocks, engaging directly with regulatory agencies and Congressional offices. Florida Chief of Staff, U.S. Representative Debbie Wasserman Schultz 2012 • Managed Congresswoman's Florida operations and led a team focused on appropriations, trade, education, and other policy priorities. • Served as the main liaison between the Congresswoman's personal office and her appropriations team, contributing to her reputation for securing significant federal funding. • Worked closely with House Democratic leadership, gaining deep insight into legislative processes, policymaking, and the political landscape. EDUCATION Bachelor of Arts in Political Science University of North Florida 143 39 1.7.5.5. Team Approach and Task Allocation Rubin Turnbull & Associates takes pride in utilizing a collaborative team approach that ensures the City of South Miami receives the highest level of advocacy and support. Erica Chanti, as Principal in Charge, will oversee all aspects of the City's legislative and advocacy efforts. She will take the lead on developing and executing the City’s legislative strategies, ensuring effective communication with state legislators, committees, and agencies, and guiding the City’s priorities through the legislative process. At Rubin Turnbull & Associates, we ensure that the most effective consultant is always handling the task at hand. Our team consists of highly skilled professionals with strong relationships and deep expertise across all levels of state government. While Erica will lead the City’s efforts, she will also engage other team members who have specific relationships with key decision-makers, ensuring that the City’s priorities are continuously advanced. This team-based approach allows us to leverage the full range of our firm’s strengths to achieve the best possible outcomes for the City of South Miami. 144 40 1.7.6 PROGRAM PLAN Rubin Turnbull & Associates is dedicated to offering thorough legislative and advocacy support to the City of South Miami. Our goal is to help the City accomplish its legislative, regulatory, and appropriations goals by establishing strong relationships with important state legislators, state agencies, and the Governor’s Office. This program plan details our strategy for promoting the City’s interests, with a focus on crucial issues like infrastructure resilience, traffic mobility, water quality, flood management, and home rule powers. 1. Annual Legislative Action Plan o We will collaborate with City officials and subject matter experts to understand, prioritize, and streamline the City’s legislative and appropriations needs. o We will assist in identifying key stakeholders, target legislative committees, and define a timeline for advocacy efforts, ensuring the City’s priorities are communicated early and effectively to State legislators, agency heads, and the Governor’s Office. 2. Regular Meetings with Key State Officials o We will schedule and organize meetings between City officials, key State legislators, committee chairs, and relevant agency staff, including the Florida Department of Environmental Protection, Department of Transportation, and Division of Emergency Management. o These meetings will strengthen relationships and provide an opportunity to communicate the City’s current and projected priorities. o We will help create and refine materials and talking points for City officials to ensure they are well-prepared to communicate the City’s needs and priorities. 3. Consultation and Strategy Development o We will offer continuous consultation and advice to City officials regarding legislative opportunities, emerging trends, and best practices for advancing the City’s priorities. o We will develop specific tactics and techniques to position the City’s legislative and appropriations requests in a professional, strategic, and image-conscious manner. o Additionally, we will regularly update the City on key legislative and regulatory developments that may impact its interests, and offer strategic adjustments as necessary. 4. Development of Legislative Requests o We will work closely with City staff to craft clear, accurate, and compelling legislative request documents, ensuring that requests are submitted on time and in alignment with key legislative timelines. o Introduce and present these requests early in the legislative process to the City’s representatives and key State leadership, including targeted legislators and relevant committees. 145 41 o Review supporting materials such as letters, memos, and backgrounders to ensure they effectively communicate the City’s goals and requirements. 5. Prepare City Officials for Advocacy o Facilitate and coach City officials for meetings and communications with State legislators, agency heads, and other stakeholders. This includes: § Crafting tailored messaging for different audiences. § Providing strategic advice on how to present the City’s legislative agenda in a persuasive and impactful manner. § Guiding officials through committee hearings and legislative processes. 6. Active Legislative Representation o Rubin Turnbull & Associates will represent the City’s interests at the State Capitol, engaging with key legislators, committees, and state agencies throughout the legislative session. o Our team will focus on securing funding and advancing legislation that aligns with the City’s goals. o Maintain a constant presence in Tallahassee during the legislative session, ensuring access and influence for the City’s legislative priorities. 7. Monitoring and Tactical Adjustments o Continuously monitor the progress of relevant State legislation, regulatory developments. o Provide regular updates and reports to City officials, offering recommendations for tactical adjustments to achieve the desired outcomes. o Respond quickly to changes in the legislative landscape, ensuring that the City remains well-positioned to influence key decisions. 8. Grant and Programmatic Support o Facilitate coordination between the City and relevant State agencies to ensure the City’s access to State programs and technical support. o Actively seek out and advocate for State grant opportunities applicable to the City’s priorities, such as infrastructure resilience and emergency management planning. o Assist in the development of grant applications and ensure that the City’s projects align with State funding criteria. 146 42 Agency Engagement Strategy Rubin Turnbull & Associates will work to build and strengthen the City’s relationships with the following agencies, aligning with the City’s specific needs: • Florida Department of Environmental Protection (DEP): Focus on securing resources for water quality initiatives, stormwater management, and infrastructure resilience to combat sea-level rise. • Florida Division of Emergency Management: Advocate for funding and technical support for the City’s emergency management preparedness and response capabilities, particularly regarding hurricane response. • Florida Department of Transportation (FDOT): Collaborate with FDOT to advance projects that improve traffic safety and multimodal mobility, such as bike lanes, pedestrian pathways, and road safety improvements. • Governor’s Office: Ensure direct engagement with the Governor’s Office on matters related to appropriations, disaster recovery, infrastructure funding, and home rule protections. Regular Reporting and Accountability Rubin Turnbull & Associates will provide the City of South Miami with regular updates throughout the year, including: • Weekly Reports during the legislative session, outlining the status of key bills, appropriations, and regulatory actions that impact the City’s interests. • Real-time Notifications of critical developments, such as amendments or actions that require immediate attention. • End-of-Session Reports summarizing legislative outcomes and how they align with the City’s goals, with recommendations for follow-up actions. Rubin Turnbull & Associates is fully committed to advancing the legislative, regulatory, and appropriations priorities of the City of South Miami. By leveraging our extensive relationships, strategic expertise, and deep understanding of Florida’s political landscape, we will ensure that the City’s interests are effectively represented and championed at the State level. We look forward to working closely with the City to achieve measurable success and secure the resources necessary for continued growth and development. 147 43 1.7.7 INSURANCE CERTIFICATES 148 RUBITUR-01 1BR00MF1ELD ACORD CERTIFICATE OF LIABILITY INSURANCE INSURED 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. Rubin Turnbull &Associates Inc 401 East Las Olas Blvd Suite 130-447 Fort Lauderdale,FL 33301 DATE (MM/DD/YYYY) 6/26/2024 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 rights to the certificate holder in lieu of such endorsement(s). producer License it BR-1796553 Acrisure Southeast Partners Insurance Services,LLC1317CitizensBlvd Leesburg,FL 34748 contact E,'zabeth Theofilopoulos-O'Brien KH.ewi (954)943-5050 FAX(A/C,No): address lobrien@acrisure.com INSURER(S)AFFORDING COVERAGE NAIC 9 insurer a :Ohio Security Insurance Company 24082 insurer B Underwriters at Lloyd's,London (15792 IL)15792 INSURER C: INSURER D: INSURER E : INSURER F : COVERAGES CERTIFICATE NUMBER:REVISION NUMBER: 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. INSRLTR TYPE OF INSURANCE r .11 POLICY NUMBER POLICY EFF(MM/DD/YYYY)POLICY EXP I MM/DD/YYYY)LIMITS A X COMMERCIAL GE NERAL LIABILITY E X OCCUR BKS56130078 7/10/2024 7/10/2025 EACH OCCURRENCE 1,000,000 CLAJMSMAL DAMAGE TO RENTEDPRFM1SFS(Fa occurrence!1,000,000 MED EXP (Any one person)15,000 PERSONAL &ADV INJURY I 0 GENT.AGGREGATE LI WIT APPLIES PER ft Oloc GENERAL AGGREGATE 2,000,000 X POLICY |7f PRODUCTS •COMP/OP AGG 2,000,000 OTHER;s A AUTOMOBILE LIABILITY BKS56130078 7/10/2024 7/10/2025 COMBINED SINGLE LIMIT 1,000,000 ANY AUTO BODILY INJURY (Per person)$ OWNEDAUTOSONLY AUTOS ONLY SCHEDULEDAUTOS BODILY INJURY (Per accident)s X X PROPERTY DAMAGE(Per accident)s s UMBRELLA LIAB EXCESS LIAB —OCCUR CLAIMS-MADE EACH OCCURRENCE s AGGREGATE $ DED RETENTIONS $ WORKERS COMPENSATIONANDEMPLOYERS'LIABILITY y ,NANYPROPRIETOR/PARTNER/EXECUT1VE LJ If yes.describe under DESCRIPTION OF OPERATIONS below N/A PER OTH-STATUTE ER EL EACH ACCIDENT s E.L.DISEASE •EA EMPLOYEE s E.L.DISEASE •POLICY LIMIT s B Professional E&O LL00139-05 1/25/2024 1/25/2025 E&O 1,000,000 DESCRIPTION OF OPERATIONS /LOCATIONS /VEHICLES (ACORD 101.Additional Ramarks Schedule,may ba attached if mora spaca is required) CERTIFICATE HOLDER CANCELLATION ACORD 25 (2016/03)©1988-2015 ACORD CORPORATION.All rights reserved. Verification of Coverage I SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF.NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. AUTHORIZED REPRESENTATIVE The ACORD name and logo are registered marks of ACORD 44 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-MAIL ADDRESS: 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. 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 rights to the certificate holder in lieu of such endorsement(s). 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. OTHER: (Per accident) (Ea accident) $ $ N / A SUBR WVD ADDL INSD 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. $ $ $ $PROPERTY DAMAGE BODILY INJURY (Per accident) BODILY INJURY (Per person) COMBINED SINGLE LIMIT AUTOS ONLY AUTOSAUTOS ONLY NON-OWNED SCHEDULEDOWNED ANY AUTO AUTOMOBILE LIABILITY Y / N WORKERS COMPENSATION AND EMPLOYERS' LIABILITY OFFICER/MEMBER EXCLUDED? (Mandatory in NH) DESCRIPTION OF OPERATIONS below If yes, describe under ANY PROPRIETOR/PARTNER/EXECUTIVE $ $ $ E.L. DISEASE - POLICY LIMIT E.L. DISEASE - EA EMPLOYEE E.L. EACH ACCIDENT ER OTH- STATUTE PER LIMITS(MM/DD/YYYY) POLICY EXP (MM/DD/YYYY) POLICY EFFPOLICY NUMBERTYPE OF INSURANCELTR INSR DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) EXCESS LIAB UMBRELLA LIAB $EACH OCCURRENCE $AGGREGATE $ OCCUR CLAIMS-MADE DED RETENTION $ $PRODUCTS - COMP/OP AGG $GENERAL AGGREGATE $PERSONAL & ADV INJURY $MED EXP (Any one person) $EACH OCCURRENCE DAMAGE TO RENTED $PREMISES (Ea occurrence) COMMERCIAL GENERAL LIABILITY CLAIMS-MADE OCCUR GEN'L AGGREGATE LIMIT APPLIES PER: POLICY PRO- JECT LOC CERTIFICATE OF LIABILITY INSURANCE DATE (MM/DD/YYYY) CANCELLATION AUTHORIZED REPRESENTATIVE ACORD 25 (2016/03) © 1988-2015 ACORD CORPORATION. All rights reserved. CERTIFICATE HOLDER The ACORD name and logo are registered marks of ACORD HIRED AUTOS ONLY 09/20/2024 Automatic Data Processing Insurance Agency, Inc. 1 Adp Boulevard Roseland NJ 07068 Automatic Data Processing Insurance Agency, Inc. 1-800-524-7024 Rubin Turnbull and Associates, Inc. 1 W Las Olas Blvd Fl 5 Fort Lauderdale FL 33301 Technology Insurance Company, Inc.42376 3859339 A N N TWC4329990 11/14/2023 11/14/2024 1,000,000 1,000,000 1,000,000 Rubin Turnbull and Associates, Inc. 1 W Las Olas Blvd Fl 5, Fort Lauderdale FL 33301 149 45 1.7.8 PRICE PROPOSAL Rubin Turnbull & Associates proposes an annual fee of $50,000 for the provision of state legislative and advocacy services to the City of South Miami. This fee includes all activities outlined in the scope of services, including the development and execution of the City’s legislative action plan, representation during the legislative session, regular meetings with key stakeholders, consultation on legislative and appropriations strategies, and ongoing monitoring and reporting of state legislation. The fee also covers all administrative costs and expenses associated with the delivery of these services. Rubin Turnbull & Associates is committed to providing the highest level of service to ensure that the City’s legislative and advocacy goals are achieved. 150 151TabulationSheetAgencyNameCityofSouthMiamiRevisedTabulationSheet10.16Form7"PriceProposals"AttachReviewedby:SteveKulickBidNumberRFP-(RFP)No.CSM2024-11-0-2024/SKBidNameSTATEOFFLORIDALOBBYINGSERVICESBidDueDate10/16/202410:00:00EasternBidOpeningclosed6responsesfound.online,offline.!notsubmitting.notreceivedCompanxResponded^^MAnnualBidB5-Year^AmountDocumentsSentComplete[Amount10/16/202409:27:11201EastParki.BallardPartners,Inc.Avenue,5thFloor,$90,000$450,000BiddingDocumentEasternTallahassee,FL,3230110/15/202412:09:40Eastern1E.Broward2.Becker&Poliakoff,P.A.Boulevard,Suite1800,$50000.0000$250,000BiddingDocumentLauderdale,FL,333013.CapitalCityConsulting10/16/202409:41:33Eastern124W.JeffersonStreet,Tallahassee,FL,32301$50000.0000250000.0000BiddingDocument10/15/202421:12:25Eastern19401Shumard4.CorcoranandAssociatesInc/dbaCorcoranPartnersOakDrive,LandO$78000.0000$390,000BiddingDocument|Lakes,FL,3463810/15/2024108S5.FloridianPartners,LLC21:22:38EasternMonroeSt,Tallahassee,$50000.0000$260,000BiddingDocument|FL,3230110/15/2024101ECollegeAve,6.RubinTurnbull16:23:43EasternSte502,Tallahassee,FL,32301$50000.0000$250,000BiddingDocument|1 152 FORM 7 PRICE PROPOSAL If awarded a contract pursuant to Request for Proposal RFP No.CSM2024-11,the undersigned proposer agrees to provide the Services,as set forth in greater detail in the RFP documents, specifically Section 3.“Scope of Services,”at the rates listed below,which are inclusive of all costs necessary to provide the Services. YEAR ANNUAL AMOUNT YEAR 1 $90,000 YEAR 2 $90,000 YEAR 3 $90,000 OPTION YEAR 4 §90,000 OPTION YEAR 5 $90,000 TOTAL $450,000 Firm;Ballard Partners,Inc. Authorized Signature: Print or Type Name:Brian D.Ballard Date:October 16,2024 Title:President 42 of 75 The City of South Miami RFP No. CSM2024-11 State of Florida Lobbying Services 30 Form 7 - Price Proposal Form 153 Becker FORM 7 PRICE PROPOSAL If awarded a contract pursuant to Request for Proposal RFP No.CSM2024-11,the undersigned proposer agrees to provide the Services,as set forth in greater detail in the RFP documents, specifically Section 3.“Scope of Services,”at the rates listed below,which are inclusive of all costs necessary to provide the Services. YEAR ANNUAL AMOUNT YEAR1 $50.000.00 YEAR 2 $5b,0O0.<?0 YEAR 3 $50>ooo voo OPTION YEAR 4 s gjo,ooo .co OPTION YEAR 5 $50,OOP.00 TOTAL S OSO,000,00 www.beckerlawyers.com Florida |New Jersey |New York |Washington,D.C. - 20 - Form 7 Price Proposal 154 FORM 7 PRICE PROPOSAL If awarded a contract pursuant to Request for Proposal RFP No.CSM2024-11,the undersigned proposer agrees to provide the Services,as set forth in greater detail in the RFP documents, specifically Section 3.“Scope of Services,”at the rates listed below,which are inclusive of all costs necessary to provide the Services. YEAR ANNI'AL AMOUNT YEAR1 $50,000 YEAR 2 $50,000 YEAR 3 $50,000 OPTION YEAR 4 $50,000 OPTION YEAR 5 $50,000 TOTAL $250,000 Finn:Capital City Consulting -Miami LLC Authorized Signature: Print or Type Name:Jared Rosenstein Date:10/13/24 Title:Partner FORM 7 PRICE PROPOSAL If awarded a contract pursuant to Request for Proposal RFP No. CSM2024-11, the undersigned proposer agrees to provide the Services, as set forth in greater detail in the RFP documents, specifically Section 3. “Scope of Services,” at the rates listed below, which are inclusive of all costs necessary to provide the Services. YEAR ANNUAL AMOUNT YEAR 1 $ _______________ YEAR 2 $ _______________ YEAR 3 $ _______________ OPTION YEAR 4 $ _______________ OPTION YEAR 5 $ _______________ TOTAL $ _______________ Firm: Authorized Signature: Date: Print or Type Name: Title: 78,000 Corcoran & Associates, Inc dba/Corcoran Partners Michael Corcoran 10/7/24 Founding Partner & CEO 78,000 78,000 78,000 78,000 390,000 51 155 156 FORM 7 PRICE PROPOSAL If awarded a contract pursuant to Request for Proposal RFP No.CSM2024-11,the undersigned proposer agrees to provide the Services,as set forth in greater detail in the RFP documents, specifically Section 3.“Scope of Services,”at the rates listed below,which are inclusive of all costs necessary to provide the Services. YEAR ANNUAL AMOUNT YEAR 1 $50,000 YEAR 2 $50,000 YEAR 3 $50,000 OPTION YEAR 4 $55,000 OPTION YEAR 5 $55,000 TOTAL S 260,000 Firm:Floridian Partners,LLC Authorized Signature:Date:October 14,2024 Print or Type Name:Jorge Chamizo Title:Partner 42 of 75 17 Form 7. Price Proposal Form 157 FORM 7 PRICE PROPOSAL If awarded a contract pursuant to Request for Proposal RFP No.CSM2024-1I,the undersigned proposer agrees to provide the Services,as set forth in greater detail in the RFP documents, specifically Section 3.“Scope of Services,”at the rates listed below,which are inclusive of all costs necessary to provide the Services. YEAR ANNUAL AMOUNT YEAR 1 $50,_000 YEAR 2 $50,000 YEAR 3 S 50,000 OPTION YEAR 4 S 50,000 OPTION YEAR 5 $50,000 TOTAL $050,000 Firm:Rubin Turnbull. Authorized Signature: Print or Type Name:Heather TurnhulL anaging Partner 42 of 75 158South’MiamiTHFCITYOFPlEASANTIIVINCEvaluationScoringSheetProcurementDivision6130SunsetDriveSouthMiami,Florida33143(305)663-6339www.southmiamifl.govRFPTitle:STATELOBBYINGSERVICESRFQNo.:CSM2024-IIDIRECTIONS:Pleasescoreeachfirm,foreachspecificcriteriaprovided.Scoringisbasedoneachcriterialistedbelowwithamaximumscoreforeachcriteria.Thetotalscoreforeachproposeriscalculatedbyaddingeachcriteriaforatotalscorebyproposer.Themaximumscoretotalscoreforeachproposeris100points;withanadditional25pointsforanOralInterview,ifscheduled.TheOralInterviewscoreshallbeaddedtotheEvaluationCommitteesFinalScoreforeachproposer.CriteriaBallardPartnersBecker&PoliakoffCapitalCityCorcoranPartnersFloridianPartnersRubinTurbullI.ProposerandPersonnelQualificationsFirm(s)’sadministrativequalificationsandthefirm(s)’scurrentworkloadandpotentialconflictsofinterest.MAXIMUMPOINTS25aslbas-nao2.KnowledgeandRelationships(LegislativeBranchLevel)FirmsknowledgeandrelationshipsattheStatelevelandinSouthFlorida.Relevantaccessinfluenceandexperienceandexpertiseand,demonstratedsuccessattheLegislativeBranchlevel.MAXIMUMPOINTS20aoIB1$finib3.KnowledgeandRelationships(ExecutiveBranchLevel)FirmsknowledgeandrelationshipsattheStatelevelandinSouthFlorida.Relevantaccessinfluenceandexperienceandexpertiseand,demonstratedsuccessattheExecutiveBranchlevel.MAXIMUMPOINTS20\5\5Page1of2 1594.ProgramPlanAdvocacyandsupportapproachandconsciousnessoftheCityofSouthMiamipriorities,interests,brand,andimageMAXIMUMPOINTS107R85.ProposalCostMAXIMUMPOINTS2522asScoreBoInterviewScore;Max25Points:as18ie>FINALSCORE:in1O\\nWOAdditionalComments:Page2of2 1604South’*MiamiTHFCITYOFPLFASANTIIVINCEvaluationScoringSheetProcurementDivision6130SunsetDriveSouthMiami,Florida33143(305)663-6339www.southmiamifl.govRFPTitle:STATELOBBYINGSERVICESRFQNo.:CSM2024-IIDIRECTIONS:Pleasescoreeachfirm,foreachspecificcriteriaprovided.Scoringisbasedoneachcriterialistedbelowwithamaximumscoreforeachcriteria.Thetotalscoreforeachproposeriscalculatedbyaddingeachcriteriaforatotalscorebyproposer.Themaximumscoretotalscoreforeachproposeris100points;withanadditional25pointsforanOralInterview,ifscheduled.TheOralInterviewscoreshallbeaddedtotheEvaluationCommitteesFinalScoreforeachproposer.CriteriaBallardPartnersBecker&PoliakoffCapitalCityICorcora\PartnernIFloridians'PartnersRubinTurbullI.ProposerandPersonnelQualificationsFirm(s)’sadministrativequalificationsandthefirm(s)’scurrentworkloadandpotentialconflictsofinterest.MAXIMUMPOINTS25I2.KnowledgeandRelationships(LegislativeBranchLevel)FirmsknowledgeandrelationshipsattheStatelevelandinSouthFlorida.Relevantaccessinfluenceandexperienceandexpertiseand,demonstratedsuccessattheLegislativeBranchlevel.MAXIMUMPOINTS2020Wio0.03.KnowledgeandRelationships(ExecutiveBranchLevel)FirmsknowledgeandrelationshipsattheStatelevelandinSouthFlorida.Relevantaccessinfluenceandexperienceandexpertiseand,demonstratedsuccessattheExecutiveBranchlevel.MAXIMUMPOINTS20I«Page1of2 161Date:Comments:Reviewedby:(PrintName)4.ProgramPlanAdvocacyandsupportapproachandconsciousnessoftheCityofSouthMiamipriorities,interests,brand,andimageMAXIMUMPOINTS10ps89IO5.ProposalCostMAXIMUMPOINTS25232ScoreInterviewScore;Max25Points:2-0.1?Z’_FINALSCORE:1^^;WB1CWoPage2of2 162South1MiamiIlli<in(>1I’llASAMIMM,EvaluationScoringSheetProcurementDivision6130SunsetDriveSouthMiami,Florida33143(305)663-6339www.southmiamifl.govRFPTitle:RFQNo.:STATELOBBYINGSERVICESCSM2024-IIDIRECTIONS:Pleasescoreeachfirm,foreachspecificcriteriaprovided.Scoringisbasedoneachcriterialistedbelowwithamaximumscoreforeachcriteria.Thetotalscoreforeachproposeriscalculatedbyaddingeachcriteriaforatotalscorebyproposer.Themaximumscoretotalscoreforeachproposeris100points;withanadditional25pointsforanOralInterview,ifscheduled.TheOralInterviewscoreshallbeaddedtotheEvaluationCommitteesFinalScoreforeachproposer.CriteriaBallardPartnersBecker&PoliakoffCapitalCityCorcoranPartnersFloridianPartnersRubinTurbullI.ProposerandPersonnelQualificationsFirm(s)’sadministrativequalificationsandthefirm(s)'scurrentworkloadandpotentialconflictsofinterest.MAXIMUMPOINTS252-3Z-ZZ2.KnowledgeandRelationships(LegislativeBranchLevel)FirmsknowledgeandrelationshipsattheStatelevelandinSouthFlorida.Relevantaccessinfluenceandexperienceandexpertiseand,demonstratedsuccessattheLegislativeBranchlevel.MAXIMUMPOINTS20/7/6/9/7/63.KnowledgeandRelationships(ExecutiveBranchLevel)FirmsknowledgeandrelationshipsattheStatelevelandinSouthFlorida.Relevantaccessinfluenceandexperienceandexpertiseand,demonstratedsuccessattheExecutiveBranchlevel.MAXIMUMPOINTS20/7/7/7/0/7Page1of2 1634.ProgramPlanAdvocacyandsupportapproachandconsciousnessoftheCityofSouthMiamipriorities,interests,brand,andimageMAXIMUMPOINTS10CD75.ProposalCpstMAXIMUMPOINTS25/7Z/Score6?7277®79/InterviewScore;Max25Points:2.1z/zrFINALSCORE:zzz//8J111AdditionalComments:Reviewedby:(PrintName)(Signature)Date:/o/2HPage2of2 Award shall be made to the Responsible Proposer(s) whose Proposal is determined to be the most responsive Proposal that is most advantageous to the City. Proposals will be evaluated according to the following criteria and respective weight: Category Criteria Maximum Points 1 Proposer and Personnel Qualifications Firm(s)’s administrative qualifications and the firm(s)’s current workload and potential conflicts of interest. 25 Points 2 Knowledge and Relationships (Legislative Branch Level) Firms knowledge and relationships at the State level and in South Florida. Relevant access influence and experience and expertise and, demonstrated success at the Legislative Branch level. 20 Points 3 Knowledge and Relationships (Executive Branch Level) Firms knowledge and relationships at the State level and in South Florida. Relevant access influence and experience and expertise and, demonstrated success at the Executive Branch level. 20 Points 4 Program Plan Advocacy and support approach and consciousness of the City of South Miami priorities, interests, brand, and image 10 Points 5 Proposal Cost 25 Points Total: 100 Points 6 Oral Presentation (if requested) The Evaluation Committee may call Proposers for oral presentations before the Evaluation Committee regarding their Response, approach to the Services, and ability to furnish the required Services. 25 Additional Points Maximum Total: 125 Points 1.9 SELECTION PROCESS The City shall evaluate responses received by the submission deadline in accordance with the evaluation procedures outlined below. 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 RFP have been met. The City Manager or designee may reject those Responses that do not meet the minimum requirements of the RFP. Phase II. Evaluation Selection Committee Review. The City Manager will appoint an Evaluation Selection Committee (“Committee”) to review and evaluate the responsive Proposals 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 9 of 75 164 using the evaluation criteria set forth above. After scoring and ranking, and in order of preference, the Committee may create a short list of those short-listed Respondents who may be called for oral presentations before the Committee as further detailed herein. The City reserves the right to short-list additional Respondents for oral presentations before the Committee. 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. Phase III. Oral Presentations (if Required by Committee). The Committee may call the short-listed Respondents for oral presentations before the Committee regarding their Proposal, approach to the Services, and ability to furnish the required Services. All short-listed Respondents and subconsultants in their teams 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 staff identified in the Response. Additional details on the oral presentations may be provided to the short-listed Respondents. 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. Phase IV. Selection and Negotiation of Contract by the City Manager. After the Committee provides its written recommendations and rankings to the City Manager of the Respondents deemed to be responsible and qualified to perform the required services, the City Manager shall, at his or her option: 1) Evaluate the Committee results and select a short list, the number of Respondents to be determined by the City Manager, (the “Short-Listed Respondents”), that are responsible and qualified to perform the required services; or 2) The City Manager may select the top-ranked Respondent, and/or a Respondent selected for contract negotiations and proceed to negotiate a Contract with the selected Respondent. The City reserves the right to short-list additional Respondents for the City Manager to proceed to negotiate a Contract. The City Manager or designee(s) shall negotiate the Contract at compensation that the City Manager or designee(s), in his/her sole discretion, determines is fair, competitive, and reasonable, and which incorporates the major terms and conditions contained in this RFP. Should the City Manager be unable to negotiate a satisfactory contract with the selected Respondent at a price the City Manager determines to be fair, competitive, and 10 of 75 165 reasonable, and which incorporates the major terms and conditions contained in the RFP, negotiations with that Respondent may be terminated. The City Manager or designee(s) shall then undertake negotiations with the next highest-ranked Respondent, or a Respondent selected for contract negotiations; and, if negotiations are terminated, shall continue to select a Respondent until a satisfactory contract may be negotiated. The City Commission shall have the final authority to select the Respondent(s) and award any Contract(s). Notwithstanding the foregoing, the City Manager reserves the right to present a recommendation to the City Commission together with the Committee’s rankings and recommendations for selection of a Respondent. In such event, the City Commission may select the Respondent(s) that it determines is the most qualified, taking into consideration the City Manager’s recommendation, the Committee’s recommendation, and all aspects of the Respondent’s Response, Phase V. City Commission Meeting to Approve Contract with Respondent. Upon reaching mutually agreeable terms with the selected Respondent(s), the Contract negotiated by the City Manager or designee(s) with the selected Respondent shall be presented to the City Commission for final approval together with the recommendation of the Committee and the City Manager. The City Commission shall have the final authority to select the Respondent(s) and award any Contract(s). Any award shall be subject to execution of the Contract. Neither this RFP, nor the notice of award of the Agreement(s) constitutes an agreement or contract with the Successful Respondent(s). An agreement or contract is not binding until a written agreement or contract, in substantially the form attached hereto as Attachment “A,” has been executed by the City and the Successful Respondent(s) and approved as to form, content, and legal sufficiency by the City Manager and City Attorney. 1.10. CITY’S RIGHTS; WAIVER OF IRREGULARITIES. The City reserves the right to reject any or all proposals which is in any way incomplete or irregular, re-Proposal the entire solicitation, or enter into contracts with more than one Contractor. The City reserves the right to accept or reject any and/or all Proposal or parts of Proposal, to workshop or negotiate any and all Proposal, to select and award Proposer(s) for all or any of the Services, waive irregularities in Proposal, to cancel or discontinue this RFP process, and to request new Proposal on the required Services. The City Commission shall make the final determination and award of Proposal(s). All materials submitted in response to this Request for Proposals 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 Proposal or responses to the RFP, whether amended or not, and selection or rejection of Proposal 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 RFP. The City’s Cone of Silence 11 of 75 166 CITY OF SOUTH MIAMI REQUEST FOR PROPOSALS (RFP) No. CSM2024-11 STATE OF FLORIDA LOBBYING SERVICES 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: September 24, 2024 PROPOSAL DUE DATE: October 15, 2024 PROPOSAL DUE TIME: 10:00 AM PROPOSAL OPENING DATE: October 15, 2024 PROPOSAL OPENING TIME: 10:30 A.M. 1 of 75 167 South 'Miami THE CITY OF PLEASANT LIVING PUBLIC NOTICE REQUEST FOR PROPOSALS (RFP) No. CSM2024-11 STATE OF FLORIDA LOBBYING SERVICES NOTICE IS HEREBY GIVEN that the City of South Miami (“City”) is soliciting proposals for the provision of State of Florida Lobbying services (the “Services”). Interested companies, firms, and individuals (“Proposers”) may obtain a copy of Request for Proposals No. CSM2024-11 (the “RFP”) to be issued on September 24, 2024 at the City of South Miami 6130 Sunset Drive, South Miami, FL 33143 or on the City’s website at www.southmiamifl.gov, or via DemandStar at https://network.demandstar.com/. The RFP contains detailed information about the Scope of Services, submission requirements, and selection procedures. All notices and any addenda issued by the City with respect to the RFP will be made available on the City’s website. It is the Proposer’s sole responsibility to ensure receipt of any issued notice or addenda relating to this RFP once posted to the website. The Proposal submission shall be submitted electronically via DemandStar, and marked “Proposal to City of South Miami, RFP No. CSM2024-11 for the STATE OF FLORIDA LOBBYING SERVICES. Proposals must be received by the City by no later than October 15, 2024 at 10:00 AM. Proposals will be publicly opened through video conferencing using the Zoom platform. Members of the public are invited to view the Proposal opening meeting through Zoom at https://zoom.us/j/3056636339 or by listening to the Proposal opening meeting on a dedicated phone line by dialing +1-786-635-1003 Meeting ID: 3056636339. Any Proposal submission received after this time and date will be rejected and returned unopened. Proposers are responsible for ensuring that their Proposal is received in the City by the deadline. The City hereby provides notice to all Proposers 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 Proposal between a potential vendor, service provider, proposer or Proposer, or agent, representative, lobbyist or consultant for the potential Proposer; 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 qu estions on the Cone of Silence. Date Issued: September 24, 2024 2 of 75 168 South 'Miami THE CITY OF PLEASANT LIVING TABLE OF CONTENTS Section Page Section 1: Information for Proposers 4 Section 2: Terms and Conditions 15 Section 3. Scope of Services, Specifications, and Requirements 21 Section 4: Proposal Form Package 26 Attachments: Attachment A - Sample Agreement Attachment B – Declaration/Affidavit of Representation Attachment C – ARPA (American Rescue Plan Act) Addendum 3 of 75 169 SECTION 1. INFORMATION FOR PROPOSERS 1.1. INTRODUCTION/GENERAL BACKGROUND. The City of South Miami, Florida (the “City”) is soliciting proposals for the provision of State of Florida Lobbying Services including all labor, materials, equipment, and all incidentals necessary, as set forth in Section 3 of this RFP (the “Services”). The Services will include but not limited to Section 3, “Scope of Services.” The Services shall be in full accordance with the specifications, terms and conditions contained in this Request for Proposal (RFP). The City intends to award a contract to the most responsive and responsible Proposer whose Proposal is most advantageous to the City and which meets the requirements and criteria set forth in this RFP for the Services described in this RFP. 1.2. SCHEDULE OF EVENTS. The following schedule is anticipated for this RFP process, but is subject to change by the City, in its sole discretion, at any time during the RFP procurement process. No. Event Date* Time* (EST) 1 Advertisement/ Distribution of RFP September 24, 2024 1:00 PM 2 Non-Mandatory Pre-bid Meeting: NONE SCHEDULED 2 Deadline to Submit Questions / Requests for Clarification October 8, 2024 10:00 AM 3 City Issues Addenda and Responds to Questions October 11, 2024 10:00 AM 4 Deadline to Submit Sealed Proposals – Submission Deadline October 15, 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. October 15, 2024 10:30 AM 6 Evaluation of Proposals TBD 7 City Manager issues recommendation to City Commission November 5, 2024 7:00 PM 8 Award Proposal(s) and Agreement(s) at City Commission Meeting November 5, 2024 7:00 PM 4 of 75 170 1.3. PROPOSAL DUE DATE. Sealed Proposals must submitted electronically through the DemandStar Electronic Proposal System at https://network.demandstar.com/. All sealed proposals must be received by 10:00 a.m. E.S.T. on October 15, 2024 (the “Submission Deadline”). Sealed proposals will be publicly opened through video conferencing using the Zoom platform. Members of the public are invited to view the Proposal opening meeting through Zoom at https://zoom.us/j/3056636339 or by listening to the Proposal opening meeting on a dedicated phone line by dialing +1-786-635-1003 Meeting ID: 3056636339. 1.4. PRE-BID CONFERENCE AND SITE(S) VISIT. A Non-Mandatory Pre-bid conference, WILL NOT scheduled for this project. Please refer to the Schedule of Events on Page 4 of this solicitation. Prior to submitting a proposal, each Proposer should visit the site and become familiar with the conditions that may, in any manner, affect the Work to be performed by the awarded contractor or the equipment, materials and labor required. The Proposer is also required to examine carefully the Scope of Work set forth in Section 3 of this RFP 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 PROPOSAL PROCESS. The City will not respond to oral inquiries or questions concerning this RFP. 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 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 October 8, 2024 at 10:00 a.m. All such interpretations or clarifications will be made in writing in the form of an Addendum to this RFP issued by the City to all known and/or registered prospective Proposers. Each prospective Proposer shall acknowledge receipt of such Addenda by including it in the Proposal Form. All Addenda shall be a part of this RFP and a part of the Agreement and each Proposer will be bound by such Addenda, whether or not received. It is the responsibility of each prospective Proposer to verify that it has received all Addenda issued before Proposal are submitted and opened. 5 of 75 171 1.6. SUBMISSION OF PROPOSAL. Sealed Proposals must submitted electronically through the DemandStar Electronic Proposal System at https://network.demandstar.com/ by the Submission Deadline and must be marked as “Proposal to City of South Miami, RFP No. CSM2024-11, State of Florida Lobbying Services” 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 PROPOSAL TO THE CITY ON OR BEFORE THE SUBMISSION DEADLINE IS SOLELY AND STRICTLY THE RESPONSIBILITY OF THE PROPOSER. THE CITY IS NOT RESPONSIBLE FOR ANY DELAYS THAT MAY OCCUR DURING THE SUBMISSION OF PROPOSALS. ANY PROPOSAL RECEIVED AFTER THE SUBMISSION DEADLINE STATED IN THIS RFP WILL NOT BE OPENED AND WILL NOT BE CONSIDERED. FACSIMILE AND EMAILED PROPOSAL SHALL NOT BE CONSIDERED. The Proposal must be signed by an authorized officer of the Proposer who is legally authorized to bind the Proposer and enter into a contractual relationship in the name of the Proposer. The submittal of a Proposal by a Proposer will be considered by the City as constituting an offer by the Proposer to perform the required Services, upon the terms and at the prices stated by the Proposer. Proposals will be publicly opened and read. All Proposers and their representative may be invited to be present. Proposals shall be typed or printed in ink. All blanks on the Proposal form(s) must be completed. Names must be typed or printed below the signature. Proposals submitted by hand- delivery, facsimile and/or email will not be accepted. Only one (1) Proposal from any individual, firm, partnership, or corporation, under the same or different names, will be considered. If the City determines that any Proposer has interest in more than one (1) Proposal for Services contemplated; all Proposals in which such a Proposer is interested will be rejected. Proposer by submitting the Proposal certifies that the Proposal is made without previous understanding, contract, or connection with any person, firm or corporation making a Proposal for the same material, supplies, equipment or services and is in all respects, fair and without collusion of fraud. 1.7. PROPOSAL REQUIREMENTS & FORMAT. Each Proposer must present its products, services, and applicable features in a clear and concise manner that demonstrates the Proposer’s capabilities to satisfy the requirements of this RFP. The emphasis should be on accuracy, clarity, comprehensiveness and ease of identifying pertinent information and suitability of the Services. Proposals MUST include the following: 1.7.1. Proposal Form Package. Proposer shall provide complete and accurate copies, with all required signatures and notarizations, for all the forms in the Proposal Package: Form 1. Proposal Form Package Acknowledgement. 6 of 75 172 Form 2A. Proposer’s Certification (if Company or Corporation) Form 2B. Proposer’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. Proposer’s Qualifications Survey Form 7. Price Proposal Form Form 8. Reference List Form 9. Key Staff & Proposed Subcontractors 1.7.2. Proof of Experience. Provide documentation evidencing the experience of the Proposer and demonstrating that the Proposer has successfully provided Services similar to those specified herein to other governmental entities, including municipalities of similar size and needs as the City. The Proposer firm shall be currently engaged in Services on a full-time basis and shall have been in existence and continuous operation providing the Services for a minimum of two (2) years. 1.7.3. Safety Record. Proposer shall provide documentation evidencing the safety and compliance record of the Proposer in performing similar Services, including information as to any safety or any noncompliance violations, assessments or citations issued by applicable governmental agencies in the past five (5) years. 1.7.4. Proposer's Qualifications. 1.7.4.1. To be eligible to respond, the Consultant shall have two (2) years of continuous operation under the same entity name and provide proof of same. 1.7.4.2. Consultant must include any relevant business licenses, including occupational licenses, and Florida registration (entity certifications, not personal) and a copy of the entity’s State Corporate Certificate or other proof from the State of Florida, Division of Corporations that Consultant is authorized to do business in this State. 1.7.4.3. Consultant must provide copies of its professional and business licenses and insurance, qualifier for company name and type of licenses, as well as those for supporting firms, contractors, or subcontractors. 1.7.4.4. Consultant shall provide a list of current and past clients, with emphasis on Florida municipalities. 1.7.4.5. Consultant must also provide the official complaint history within the last two (2) years for its qualifying professional license. 1.7.4.6. Consultant shall identify the Principal in Charge’s Experience. This individual must have a minimum of two (2) years’ experience in providing the Services. This individual must be capable of speaking and making decisions on behalf of the Consultant. 1.7.4.7. The team working on the Services must have prior experience within the past two (2) years of providing similar services. 7 of 75 173 1.7.5. Personnel Qualifications/Key Staff. The Proposer must include the following information for this requirement: 1.7.5.1.Complete and submit Form 9, Key Staff and Proposed Subcontractors. 1.7.5.2.Provide an organizational chart showing reporting structure for all Key Staff, including any key subcontractors. 1.7.5.3.Include a one-page resume with contact information for at least three (3) professional references for the individual designated to serve as Principal in Charge or Program Manager. 1.7.5.4.Include one-page resumes for each person or subcontractor listed in Form 9, Key Staff and Proposed Subcontractors. Resumes should include experience with similar services, specifying the role the individual employee served in the provision of the Services. 1.7.5.5.For each task, list each individual Key Staff member, including subconsultants, and indicate their relative involvement on the task (based on number of hours per week). Also indicate the relative involvement of the Prime Consultant and each key subconsultant on the project in total. 1.7.6. Program Plan. The Proposer must submit a comprehensive program plan for the implementation of the Services in accordance with the Scope of Services set forth in greater detail in Section 3 of this RFP. The Program Plan must provide information regarding the Proposer’s knowledge and contacts at the State Legislative levels on both side of the political aisle and specifically the representatives in the City of South Miami district. The “Plan” should identify the Proposer’s single point of contact to coordinate all issues and priorities between the City’s Administrative staff and Elected Officials and detail how the Proposer will effectively represent the interests of the City at the State level. 1.7.7. Insurance Certificates. Proposer shall provide certificates of insurance demonstrating compliance with the requirements set forth under Section 2 of this solicitation, including: 1.7.7.1.Commercial General Liability 1.7.7.2.Workers Compensation & Employer’s Liability 1.7.7.3.Business Automobile Liability THE CITY MAY REQUIRE HIGHER LIMITS OF INSURANCE OR ADDITIONAL COVERAGE IF DEEMED NECESSARY. 1.7.8. Price Proposal. Proposer shall include a price proposal for the provision of the Services, including all costs associated with the provision of labor, materials, and travel as set forth in Form 7. The price proposal shall be for an annual amount for each year of the engagement and contract term. 1.7.9. Additional Information. Proposer may provide any additional information that highlights experience or expertise, which is relevant and directly applicable to this RFP. 1.8. EVALUATION CRITERIA. 8 of 75 174 Award shall be made to the Responsible Proposer(s) whose Proposal is determined to be the most responsive Proposal that is most advantageous to the City. Proposals will be evaluated according to the following criteria and respective weight: Category Criteria Maximum Points 1 Proposer and Personnel Qualifications Firm(s)’s administrative qualifications and the firm(s)’s current workload and potential conflicts of interest. 25 Points 2 Knowledge and Relationships (Legislative Branch Level) Firms knowledge and relationships at the State level and in South Florida. Relevant access influence and experience and expertise and, demonstrated success at the Legislative Branch level. 20 Points 3 Knowledge and Relationships (Executive Branch Level) Firms knowledge and relationships at the State level and in South Florida. Relevant access influence and experience and expertise and, demonstrated success at the Executive Branch level. 20 Points 4 Program Plan Advocacy and support approach and consciousness of the City of South Miami priorities, interests, brand, and image 10 Points 5 Proposal Cost 25 Points Total: 100 Points 6 Oral Presentation (if requested) The Evaluation Committee may call Proposers for oral presentations before the Evaluation Committee regarding their Response, approach to the Services, and ability to furnish the required Services. 25 Additional Points Maximum Total: 125 Points 1.9 SELECTION PROCESS The City shall evaluate responses received by the submission deadline in accordance with the evaluation procedures outlined below. 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 RFP have been met. The City Manager or designee may reject those Responses that do not meet the minimum requirements of the RFP. Phase II. Evaluation Selection Committee Review. The City Manager will appoint an Evaluation Selection Committee (“Committee”) to review and evaluate the responsive Proposals 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 9 of 75 175 using the evaluation criteria set forth above. After scoring and ranking, and in order of preference, the Committee may create a short list of those short-listed Respondents who may be called for oral presentations before the Committee as further detailed herein. The City reserves the right to short-list additional Respondents for oral presentations before the Committee. 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. Phase III. Oral Presentations (if Required by Committee). The Committee may call the short-listed Respondents for oral presentations before the Committee regarding their Proposal, approach to the Services, and ability to furnish the required Services. All short-listed Respondents and subconsultants in their teams 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 staff identified in the Response. Additional details on the oral presentations may be provided to the short-listed Respondents. 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. Phase IV. Selection and Negotiation of Contract by the City Manager. After the Committee provides its written recommendations and rankings to the City Manager of the Respondents deemed to be responsible and qualified to perform the required services, the City Manager shall, at his or her option: 1) Evaluate the Committee results and select a short list, the number of Respondents to be determined by the City Manager, (the “Short-Listed Respondents”), that are responsible and qualified to perform the required services; or 2) The City Manager may select the top-ranked Respondent, and/or a Respondent selected for contract negotiations and proceed to negotiate a Contract with the selected Respondent. The City reserves the right to short-list additional Respondents for the City Manager to proceed to negotiate a Contract. The City Manager or designee(s) shall negotiate the Contract at compensation that the City Manager or designee(s), in his/her sole discretion, determines is fair, competitive, and reasonable, and which incorporates the major terms and conditions contained in this RFP. Should the City Manager be unable to negotiate a satisfactory contract with the selected Respondent at a price the City Manager determines to be fair, competitive, and 10 of 75 176 reasonable, and which incorporates the major terms and conditions contained in the RFP, negotiations with that Respondent may be terminated. The City Manager or designee(s) shall then undertake negotiations with the next highest-ranked Respondent, or a Respondent selected for contract negotiations; and, if negotiations are terminated, shall continue to select a Respondent until a satisfactory contract may be negotiated. The City Commission shall have the final authority to select the Respondent(s) and award any Contract(s). Notwithstanding the foregoing, the City Manager reserves the right to present a recommendation to the City Commission together with the Committee’s rankings and recommendations for selection of a Respondent. In such event, the City Commission may select the Respondent(s) that it determines is the most qualified, taking into consideration the City Manager’s recommendation, the Committee’s recommendation, and all aspects of the Respondent’s Response, Phase V. City Commission Meeting to Approve Contract with Respondent. Upon reaching mutually agreeable terms with the selected Respondent(s), the Contract negotiated by the City Manager or designee(s) with the selected Respondent shall be presented to the City Commission for final approval together with the recommendation of the Committee and the City Manager. The City Commission shall have the final authority to select the Respondent(s) and award any Contract(s). Any award shall be subject to execution of the Contract. Neither this RFP, nor the notice of award of the Agreement(s) constitutes an agreement or contract with the Successful Respondent(s). An agreement or contract is not binding until a written agreement or contract, in substantially the form attached hereto as Attachment “A,” has been executed by the City and the Successful Respondent(s) and approved as to form, content, and legal sufficiency by the City Manager and City Attorney. 1.10. CITY’S RIGHTS; WAIVER OF IRREGULARITIES. The City reserves the right to reject any or all proposals which is in any way incomplete or irregular, re-Proposal the entire solicitation, or enter into contracts with more than one Contractor. The City reserves the right to accept or reject any and/or all Proposal or parts of Proposal, to workshop or negotiate any and all Proposal, to select and award Proposer(s) for all or any of the Services, waive irregularities in Proposal, to cancel or discontinue this RFP process, and to request new Proposal on the required Services. The City Commission shall make the final determination and award of Proposal(s). All materials submitted in response to this Request for Proposals 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 Proposal or responses to the RFP, whether amended or not, and selection or rejection of Proposal 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 RFP. The City’s Cone of Silence 11 of 75 177 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 Proposal, between a potential vendor, service provider, proposer or Proposer (hereinafter referred to as the "potential Proposer"), or agent, representative, lobbyist or consultant for the potential Proposer; (hereinafter referred to as the "Proposer's representative"); and (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-Proposal 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 construed 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 Proposer or Proposer'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 Proposers regarding a particular Proposal during the time period 12 of 75 178 between the opening of proposals 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 Proposal opening between City's professional staff and potential Proposers and/or Proposer's representatives to enable City staff to seek and obtain industry comment or perform market research, provided all communications related thereto between a potential Proposers and/or Proposer'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 Proposers and their agents who intend to submit, or who submitted, a Proposal 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 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 selection 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 RFP. 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 Proposers 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: 13 of 75 179 Nkenga “Nikki” Payne, CMC, FCRM City Clerk City of South Miami 6130 Sunset Drive South Miami, Florida 33143 Npayne@southmiamifl.gov END OF SECTION 14 of 75 180 SECTION 2. TERMS AND CONDITIONS 1.1. PURPOSE OF PROPOSAL. The City requests Proposals from qualified firms for on-demand transit services (the “Services”). The Services to be performed include, but are not limited to, on-demand City wide transportation services, as further detailed in the Scope of Services provided in Section 3 herein (the “Services”). The frequency, nature, scope and definition of the Services desired or required by the City may change from time to time, at the City’s discretion. 1.2. EQUIPMENT. Any equipment or products used by Contractor to provide Services pursuant to this RFP shall remain the property of the Contractor. In the event equipment or products used by the Contractor are found to be defective, of unsatisfactory quality, or do not conform to the requirements of this RFP or the Specifications, the City reserves the right to reject the equipment or product(s), at the Contractor’s expense. 1.3. PRICING. The Proposal form attached to this RFP under Section 4 and to be included with each Proposal shall specify the Proposer’s pricing and/or fees for the equipment and Services requested herein. Proposer should include any and all applicable taxes in Proposal prices. If the Proposer is awarded an Agreement pursuant to this RFP, the prices and fees quoted in the Proposal shall remain fixed and firm during the term of the Agreement. 1.4. PROPOSAL COSTS. Proposers submitting Proposal 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 Proposal, providing additional information when requested by the City, or for participating in any selection interviews. 1.5. LICENSES AND PERMITS. Proposer shall secure any and all necessary and required licenses, certifications and permits to conduct the Services, including, but not limited to, all Federal, State, County and City licenses and permits. All Proposers must provide the necessary documentation to demonstrate that they meet all applicable licensing and permitting requirements. By submitting a Proposal in response to this RFP, Proposer 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. Proposer 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. Proposer shall provide the City with copies of all Licenses and any additional permits that may be required for performance of the Services with its Proposal and during the term of the Agreement. 15 of 75 181 Where the Contractor is required to enter onto City property, public rights-of-way or other property to deliver equipment or to perform the Services as a result of a Proposal award, the Contractor will assume the full duty, obligation and expense of obtaining all necessary approvals, licenses, permits, inspections and insurance required. The Contractor 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 Proposer (or their agent) or any person the Proposer has designated in the performance of the Services, as a result of the Proposal. 1.6. INSURANCE. 1.6.1. If selected, the Contractor 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 Contractor’s insurance and shall not contribute to the Contractor’s insurance. The insurance coverages shall include at a minimum the amounts set forth in this section and may be increased by the City as it deems necessary or prudent. Copies of Contractor’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 Contractor shall provide a waiver of subrogation for the benefit of the City. The Contractor 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 Services. 1.6.1.1. 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 Contractor. The General Aggregate Liability limit and the Products/Completed Operations Liability Aggregate limit shall be in the amount of $2,000,000 each. 1.6.1.2. 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, subcontractor or agent of the Contractor shall be allowed to provide Services pursuant to this RFP who is not covered by Worker’s Compensation insurance. 1.6.1.3. 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. 1.6.2. The Contractor agrees to indemnify, defend and hold harmless the City from and against any and all claims, suits, judgments, losses, damages, executions and/or 16 of 75 182 liabilities as to bodily injuries and/or property damage which arise or grow out of the Agreement or Contractor’s performance of the Services required by this RFP. 1.6.3. The Contractor shall also, upon request by the City, provide copies of all official receipts and endorsements as verification of Contractor's timely payment of each insurance policy premium as required by the Agreement. THE CITY MAY REQUIRE HIGHER LIMITS OF INSURANCE OR ADDITIONAL COVERAGE IF DEEMED NECESSARY. 1.7. BONDS. The selected Contractor must, prior to performing any portion of the Services and within three (3) days of the Effective Date of the Construction Contract, deliver to the City the Bonds required to be provided by Proposer hereunder and the Construction Contract(collectively, the “Bonds”). The City, in its sole and exclusive discretion, may also require other bonds or security, in order to guaranty that the awarded contract with the City will be fully and appropriately performed and completed. The surety providing such Bonds must be licensed, authorized, and admitted to do business in the State of Florida and must be listed in the Federal Register (Dept. of Treasury, Circular 570). The cost of the premiums for such Bonds shall be included in the contract price. If notice of any change affecting the scope of services, the contract price, contract time, or any of the provisions of the Construction Contract is required by the provisions of any bond to be given to a surety, the giving of any such notice shall be the selected Contractor’s sole responsibility, and the amount of each applicable bond shall be adjusted accordingly. If the surety is declared bankrupt or becomes insolvent or its right to do business in Florida is terminated or it ceases to meet applicable law or regulations, the selected Contractor shall, within five (5) days of any such event, substitute another bond (or Bonds as applicable) and surety, all of which must be satisfactory to the City. 1.7.1. Performance Bond. If this provision is selected, the selected Contractor must deliver to the City a performance bond in an amount equal to 100 percent of the price specified in the contract. The performance bond shall provide that the bonding company will complete the project if the selected Contractor defaults on the contract with the City by failing to perform the contract in the time and manner provided for in the contract. 1.7.2. Payment Bond. If this provision is selected, the selected Contractor must deliver to the City a payment bond in an amount equal to 100 percent of the price specified in the contract. The payment bond shall provide that the bonding company or surety will promptly pay all persons who supply labor, materials, or supplies used directly or indirectly in the performance of the Services provided for in the contract between the selected Contractor and the City if the selected Contractor fails to make any required payments only. 1.7.3. Waiver of Bonds. If this provision is selected, the City Manager has waived or limited the requirements contained herein for payment or performance bonds upon such circumstances as are deemed in the best interest of the City. If the requirement for a payment bond is waived, the City shall select this box: ☒ If the requirement for a performance bond is waived, the City shall select this box:☒ 1.8. PROPOSAL GUARANTY/PROPOSAL BOND. Each Proposal must be accompanied by a Proposal Bond or Cashier’s Check, in the amount of five percent (5%) of the Proposal, in the form provided in Form 10. Proposal Guaranty shall be made by certified or cashier's check or by 17 of 75 183 a Proposal bond made payable to the City and provided by a surety company authorized to do business as a surety in the state. All Proposal Bonds shall be valid for a period of at least 90 days from the Proposal submission date. The Proposal Bonds for all unsuccessful proposals shall be returned after the 90-day period. The purpose of the Proposal bond is to ensure that proposals are honored and that they remain valid for the required period. Accordingly, Proposal bonds are subject to forfeiture any time Proposers refuse to honor their proposals for at least 90 days after Proposal opening. The Proposal Guaranty of the successful Proposer will be retained until such Proposer has executed a contract and furnished any payment and performance bonds, along with all insurance policies, licenses, or other documentation that may be required by the City. If the successful Proposer fails to furnish the required payment and performance bonds, fails to execute and deliver the contract, or fails to deliver the required insurance policies, licenses, or other documentation to the office of the purchasing agent within the time specified in the instructions to Proposers, the City may annul the notice of award and the entire sum of the Proposal Guaranty shall be forfeited to the City. All Proposal Guarantees of unsuccessful Proposers will be returned after the Contract is awarded and executed. If the requirement for a Proposal Guaranty/Proposal Bond is waived, the City shall select this box: ☒. 1.9. COMPLIANCE WITH LAW AND OTHER REQUIREMENTS. Contractor shall conduct its operations in compliance with all applicable federal, State, County and City laws and regulations in providing the Services required by this RFP. 1.10. ASSIGNMENT. The Contractor shall not transfer or assign the performance of the Services required by this RFP and the Agreement without the City’s prior written consent. Any award issued pursuant to this RFP and monies which may be payable by the City, are not assignable except with the City’s prior written approval. 1.11. ATTORNEY’S FEES. If the City incurs any expense in enforcing the terms of the Agreement, whether suit be brought or not, Contractor agrees to pay all such costs and expenses including, but not limited to, court costs, interest and reasonable attorney’s fees. 1.12. CONTRACTOR’S RELATION TO THE CITY. It is expressly agreed and understood that the Contractor is in all respects an independent contractor as to all Services hereunder, and that the Contractor is in no respect an agent, servant or employee of the City. This RFP specifies the Services to be performed by the Contractor, but the method to be employed to accomplish the Services shall be the responsibility of the Contractor, unless otherwise provided in the Agreement or by the City. 1.13. DISCRIMINATORY PRACTICES. The Contractor 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 Contractor will strictly adhere to the equal employment opportunity requirements and any applicable requirements established by the State of Florida or the Federal Government. 18 of 75 184 1.14. CANCELLATION. Failure on the part of the Contractor 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 Contractor holding the City harmless. 1.15. INDEMNIFICATION. The Contractor shall indemnify, save harmless and defend the City and Miami-Dade County, 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 Contractor, its agents, servants or employees, in the performance of the Services pursuant to this RFP and/or from any procurement decision of the City including without limitation, awarding the Agreement to a Contractor. 1.16. MULTIPLE /OTHER VENDORS. The City reserves the right to select and award multiple Proposers to provide one, some or all of the Services. If the selected contractors are unavailable, the City reserves the right to seek and obtain other sources. 1.17. PUBLIC ENTITY CRIME/DISQUALIFICATION. Pursuant to Section 287.133(3)(a), Florida Statute, all Proposers 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 Proposal on a contract to provide any goods or services to a public entity, may not submit a Proposal on a contract with a public entity for the construction or repair of a public building or public work, may not submit proposals on leases of real property to a public entity, may not be awarded or perform work as a contractor, supplier, subcontractor, or consultant 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 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.” 1.18. NO CONTINGENCY FEE. Proposer shall warrant that it has not employed or retained any company or person, other than a bona fide employee working solely for the Proposer, 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 Proposer, 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. 1.19. PUBLIC RECORDS; CONFIDENTIALITY. Proposers are hereby notified that all information submitted as part of or in support of Proposal submitted pursuant to this RFP are public records subject to public disclosure in accordance with 19 of 75 185 Chapter 119, Florida Statutes. If there is any apparent conflict between Florida’s Public Records Law and this RFP, Florida Law will govern and prevail. All Proposals submitted in response to this RFP 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 Proposal in its best interest. Acceptance or rejection of any Proposal shall not nullify the City’s rights hereunder. Notice Pursuant to Section 119.0701(2)(a), Florida Statutes. IF THE PROPOSER HAS QUESTIONS REGARDING THE APPLICATION OF CHAPTER 119, FLORIDA STATUTES, TO THE PROPOSER’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 1.20. AMERICAN RESCUE PLAN ACT PROVISIONS. Proposer acknowledges that the 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 selected Contractor 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, as Attachment C, to this solicitation. If compliance with this section is required, the City shall select this box: . 1.21. GRANT FUNDING. By submitting a response to this solicitation, Proposers acknowledge that the 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 Proposer warrants and represents that it has reviewed the terms and conditions for each Grant and will perform the Services in accordance with the terms and conditions of the Grant(s). Grant Title Grant Agreement Attachment No. If the Services will be funded utilizing Grant funds, the City shall select this box:. END OF SECTION 2 20 of 75 186 SECTION 3 SCOPE OF SERVICES, SPECIFICATIONS, AND REQUIREMENTS 3.1 DESCRIPTION: The City of South Miami is issuing a Request for Proposals (RFP) to solicit a qualified state lobbyist firm(s) that can successfully represent our community’s interests and serve as our advocate with the State government and across the South Florida region. 3.2 INTRODUCTION: The City of South Miami invites proposals from qualified State lobbyists to advocate for our community's interests and to address pressing legislative, funding and administrative requirements. The City encompasses approximately 2.5 square miles and includes a population of 12,026, according to the 2020 Census. As per Bureau of Economic & Business Research at UF, the most recent City Population count for 2023 was 11,981. This is the number which will be used for State Revenue Sharing calculations. The City’s economy is greatly influenced by the economic condition of the entire Miami‐Dade County. The major businesses in the City are service‐oriented, with the health care industry professional services, restaurant and retail shops, and education and administrative services being the main employers. Below is the breakdown of businesses within the City by category: *INDUSTRY BY CLASS OF WORKER SECTOR ESTIMATE Construction 294 Manufacturing 308 Wholesale trade 256 Retail trade 310 Transportation and Warehousing, and Utilities 357 Information 186 Finance and Insurance, and Real Estate, and Rental and Leasing 363 Professional, Scientific, Management & Admin, and Waste Management Services 896 Educational Services, and Health Care and Social Assistance 1,418 Arts, Entertainment, and Recreation, and Accommodation and Food Services 602 Other Services, Except Public Administration 285 Public Administration 335 TOTAL FOR ALL SECTORS 5,610 Source: U.S. Census Bureau 2010 Form S2407 ‐ Industry by Class of Work for the Civilian Employed Population 16‐Years and Over * Information is based on data from year 2010. The Census data for year 2020 is not available as if the date of this report. It is within this context that the City of South Miami seeks a skilled and dedicated State regional lobbyist firm(s) to advocate for our community's unique priorities and foster collaborative solutions to enhance the resilience and well-being of all residents of the City.. The lobbyist firm will work with the City Manager and/or designee to identify and represent legislative, coordination and funding priorities for the City. As directed by the City Manager, 21 of 75 187 and/or designee, the firm will serve as a consistent and effective primary point of contact between the City and State officials and legislators. The City requires services with an emphasis on producing measurable results in achieving state funding and/or legislative and executive action favorable or protective to the City. The City seeks a well-informed lobbyist firm, capable of providing timely and frequent information to the City on the interests, priorities, and other issues and decisions (listed below) at the State level that may affect the City. The successful firm will have a strong background on issues of importance to the City and will be able to demonstrate unique relationships with members of the Legislature and others representing the City. The lobbyist firm will agree to be always available upon reasonable request to meet with the City Commission, City staff, and others as specified to perform the responsibilities assigned. To attend meetings, represent the interests of the City, and act as liaison between the City and all branches, departments, and agencies of the State government, at any legislative committee meeting or meetings with the Governor, or Department or State agencies, as well as regional agencies, universities, school boards and federal-related agencies, if necessary, on matters under the scope of this Request for Proposal (RFP). It is expected that the successful firm will review and understand the Agendas of the House and Senate leaders to assist the City to strategically seek monetary funds and policy change. Although legal opinions are not required as a part of the firm responsibilities, the City will expect the firm to understand applicable laws and proposals under consideration by the administrative agencies or the Legislators or their committees, and the firm shall be expected to have the ability to interpret legal implications and advise the City accordingly. The lobbyist firm is also expected to monitor proposals and activities in meetings regarding State administrative and agency hearings. This would include a review of the agendas and providing notification to the City as pertinent issues arise. The firm would also be expected to report the outcome of such meetings within two (2) business days. The firms should be prepared to lobby committee members prior to and during these meetings to accomplish the City’s desired positions. The Scope of Services to be provided to the City shall include: 3.3 STATE LEGISLATIVE AND ADVOCACY SUPPORT REQUIREMENTS: 1. Collaborate with City officials and subject matter experts to develop and execute a recurring and annual State legislative action plan to represent and support the City of South Miami’s priorities and interests with key State legislators, relevant committee chairs and influential legislators, relevant State agencies, related organizations, and the Governor’s Office. 2. Facilitate regular meetings with key State legislators, the Governor’s office, and State agency officials to strengthen relationships and maintain support for the City’s current and projected priorities and interests. 3. Provide consultation and advice to the City in identifying, defining, and pursuing its annual State legislation and appropriations requirements and requests. 22 of 75 188 4. Provide expertise and help outline the City’s tactics and techniques to implement the pursuit of its annual State legislation and appropriations requests in a professional and image conscious manner. 5. Assist the City in developing and submitting convincing, accurate and timely State legislative request documents and related communications. Ensure items are introduced and presented to City’s representatives and key State leadership early in the legislative process and at critical timelines throughout the legislative session. 6. Facilitate, coach and prepare the City for meetings and communications with relevant State legislators, their staff, committee members and leadership to effectively guide City legislative requests throughout the State legislative session. 7. Represent and advocate for the City’s priorities and interests throughout the year by collaborating with key State legislators and State agency staff. Particularly focus efforts during the State legislative session to facilitate access and influence on de sired outcomes for the City. 8. Monitor and provide regular updates on the progress of State legislation, regulatory and appropriations actions that may affect the City’s priorities and interests. Inform and assist the City in making necessary tactical or technical moves and/or changes to influence desired outcomes for the City. 9. Provide general advice, suggested strategies, and research relating to issues important to the City of South Miami’s State level legislation, regulatory and appropriations priorities and interests. 10. Facilitate programmatic, grant, and technical support coordination with relevant State agencies. 11. Seek and coordinate grant funding opportunities applicable to the City. This includes identifying relevant State grant programs and advocating for the City’s eligibility and alignment with grant criteria. 3.3.1. Topics of Interest: To help develop your approach plan, consider these priorities and interests to drive advocacy efforts in support of the City of South Miami. Although not inclusive, they provide a view into the most critical issues facing our community: • Traffic and multi-modal mobility and safety • Resilient infrastructure • Sea-level rise • Flooding • Stormwater systems • Water quality • Electrical utility undergrounding and reliability • Property insurance • Flood insurance • Condominium associations regulations • Building standards, code and certification requirements • Zoning codes 23 of 75 189 • Motorized scooters, bicycles and electric bicycles • Seniors and special needs programming • Emergency management planning, preparation, response, and recovery • Retention of home rule powers 3.3.2 Agencies of Interest: Given the City’s priorities and interests, is it critical for the Village leadership and its State legislative representatives to form strong relationships with the following State leaders, organizations, and agencies: • State House of Representatives and Relevant Committees • State Senate and Relevant Committees • Governor’s Office and Relevant Offices • Florida Department of Environmental Protection • Florida Division of Emergency Management • Florida Department of Transportation END OF SECTION 3 24 of 75 190 SECTION 4 PROPOSAL FORM PACKAGE As provided in the RFP, the following items must be attached to this Proposal: FORMS STATUS Form 1 – Proposal Form Package Acknowledgement ❑ Form 2A. Proposer’s Certification (if Company or Corporation) ❑ Form 2B. Proposer’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. Proposer’s Qualifications Survey ❑ Form 7. Price Proposal Form ❑ Form 8. Reference List ❑ Form 9. Key Staff & Proposed Subcontractors ❑ 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 of Professional Services Agreement Attachment B. Declaration/Affidavit of Representation Attachment C. ARPA (American Rescue Plan Act) Addendum 25 of 75 191 FORM 1 PROPOSAL FORM PACKAGE ACKNOWLEDGEMENTS I hereby propose to furnish the goods and services specified in the Request for Proposals, RFP No. CSM2024-11. I agree that my Proposal 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 Proposal. I certify that all information contained in this Proposal is truthful to the best of my knowledge and belief. I further certify that I am duly authorized to submit this Proposal 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 Proposal is made without prior understanding, agreement, connection, discussion, or collusion with any other person, firm or corporation submitting a Proposal; no officer, employee or agent of the City of South Miami or any other Proposer has an interest in said Proposal. Furthermore, I certify that the undersigned executed this Proposal Form with full knowledge and understanding of matters therein contained and was duly authorized. I further certify that the Proposer acknowledges receipt of all Addenda issued by the City in connection with the RFP (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 Proposal: Form 1. Proposal Form Package Acknowledgement. Form 2A. Proposer’s Certification (if Company or Corporation) Form 2B. Proposer’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. Proposer’s Qualifications Survey Form 7. Price Proposal Form Form 8. Reference List Form 9. Key Staff & Proposed Subcontractors 26 of 75 192 FORM 1 PROPOSAL FORM PACKAGE ACKNOWLEDGEMENTS (CONTINUED) ___________________________________________ NAME OF PROPOSER FIRM ____________________________________________ SIGNATURE OF PROPOSER ____________________________________________ 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 27 of 75 193 FORM 2A PROPOSER’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 Proposal dated, __________, 2024 to the City of South Miami for RFP No. CSM2024-11 STATE OF FLORIDA LOBBYING SERVICES 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) 28 of 75 194 FORM 2B PROPOSER’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 Proposal dated ______________, 2024, to the City of South Miami for RFP No. CSM2024-11 STATE OF FLORIDA LOBBYING SERVICES 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) 29 of 75 195 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 PROPOSER OR PROPOSER AND NOTARIZED BELOW. IN THE EVENT THE PROPOSER OR PROPOSER CANNOT SWEAR TO ANY OF THESE AFFIDAVIT STATEMENTS, THE PROPOSER OR PROPOSER IS DEEMED TO BE NON- RESPONSIBLE AND IS NOT ELIGIBLE TO SUBMIT A PROPOSAL/PROPOSAL. THESE SINGLE EXECUTION AFFIDAVITS ARE SUBMITTED TO THE CITY OF SOUTH MIAMI AND ARE STATEMENTS MADE: By: For (Name of Proposing or Bidding 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. Proposer Initials 30 of 75 196 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 Proposal 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 co nsidered 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 proposals or applies to Proposal 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 31 of 75 197 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 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. Proposer Initials No Conflict of Interest or Contingent Fee Affidavit Proposer 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. Proposer 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, Proposer 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 Proposer should the Proposer be selected for the performance of this contract. Proposer Initials Business Entity Affidavit Proposer 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 Proposer 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 Proposer. Material interest means direct or indirect ownership of more than 5% of the total assets or capital stock of the Proposer. Any exception to these above described restrictions must be expressly provided by applicable law or ordinance and be confirmed in writing by City. Further, Proposer recognizes that with respect to this transaction or Proposal, if any Proposer violates or is a party to a violation of the ethics 32 of 75 198 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 Proposer may be disqualified from furnishing the goods or services for which the Proposal or Proposal is submitted and may be further disqualified from submitting any future proposals or Proposal for goods or services to City. Proposer Initials Anti-Collusion Affidavit 1. Proposer/Proposer has personal knowledge of the matters set forth in its Proposal/Proposal and is fully informed respecting the preparation and contents of the attached Proposal/Proposal and all pertinent circumstances respecting the Proposal/Proposal; 2. The Proposal/Proposal is genuine and is not a collusive or sham Proposal/Proposal; and 3. Neither the Proposer/Proposer 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 Proposer/Proposer, firm, or person to submit a collusive or sham Proposal/Proposal, or has in any manner, directly or indirectly, sought by agreement or collusion or communication or conference with any other Proposer/Proposer, firm, or person to fix the price or prices in the attached Proposal/Proposal or of any other Proposer/Proposer, or to fix any overhead, profit, or cost element of the Proposal/Proposal price or the Proposal/Proposal price of any other Proposer/Proposer, or to secure through any collusion, conspiracy, connivance or unlawful agreement any advantage against the City or any person interested in the proposed Contract. __________ Proposer Initials Scrutinized Company Certification 1. Proposer 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 RFP at its sole option if the Proposer or its subcontractors are found to have submitted a false certification; or if the Proposer, 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 RFP is for more than one million dollars, the Proposer 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 RFP at its sole option if the Proposer, its affiliates, or its subcontractors are found to have submitted a false certification; or if the Proposer, its affiliates, or its subcontractors are placed on the Scrutinized Companies with Activities in Sudan List, or 33 of 75 199 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 Proposer agrees to observe the above requirements for applicable subcontracts entered into for the performance of work under the Agreement that may result from this RFP. 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. Proposer Initials Drug-Free Workplace Affidavit Proposer hereby recognizes that, pursuant to F.S. § 287.087, preference shall be given to businesses with drug-free workplace programs when two proposals/Proposal are equal with respect to price, quality, and service. Proposer understands that in order to qualify as a drug-free workplace, Proposer 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. b) Inform employees about the dangers of drug abuse in the workplace, the Proposer’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 RFP 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 RFP, 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 34 of 75 200 compliance with the requirements set forth under F.S. § 287.087. The entity submitting this sworn statement is not a drug-free workplace. Proposer Initials City Non-Discrimination Requirements Affidavit Proposer 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. Proposer 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. Proposer 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. Proposer Initials Acknowledgment, Warranty, and Acceptance 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 RFP No. CSM2024-05 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 Proposal is true and accurate. Proposer Initials [REMAINDER OF PAGE LEFT INTENTIONALLY BLANK. SIGNATURE PAGE FOLLOWS.] 35 of 75 201 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 36 of 75 202 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, Proposal 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 Proposal or Proposal 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 37 of 75 203 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. Business Name_________________________________________________________ Date_________________________ By: Signature of Authorized Representative Name and Title of Authorized Representative 38 of 75 204 FORM 6 PROPOSER’S QUALIFICATIONS SURVEY COMPANY QUALIFICATIONS QUESTIONNAIRE Please complete this Company Qualifications Questionnaire. By completing this form and submitting a response to the RFP, you certify that any and all information contained in the Proposal is true, that your response to the RFP is made without prior understanding, agreement, or connections with any corporation, firm or person submitting a response to the RFP 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 RFP, and certify that you are authorized to sign for the Proposer’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 39 of 75 205 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: 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, 2 mechanics, 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 40 of 75 206 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: 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 Name Contact Person Telephone No. Email Address Date Awarded By signing below, Proposer certifies that the information contained herein is complete and accurate to the best of Proposer’s knowledge. Firm: Authorized Signature: Date: Print or Type Name: Title: 41 of 75 207 FORM 7 PRICE PROPOSAL If awarded a contract pursuant to Request for Proposal RFP No. CSM2024-11, the undersigned proposer agrees to provide the Services, as set forth in greater detail in the RFP documents, specifically Section 3. “Scope of Services,” at the rates listed below, which are inclusive of all costs necessary to provide the Services. YEAR ANNUAL AMOUNT YEAR 1 $ _______________ YEAR 2 $ _______________ YEAR 3 $ _______________ OPTION YEAR 4 $ _______________ OPTION YEAR 5 $ _______________ TOTAL $ _______________ Firm: Authorized Signature: Date: Print or Type Name: Title: 42 of 75 208 FORM 8 REFERENCE LIST IN ADDITION TO THE INFORMATION REQUIRED ON THIS FORM, PROPOSER 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 43 of 75 209 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 44 of 75 210 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 45 of 75 211 FORM 9 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: 46 of 75 212 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 PROPOSED SUBCONTRACTORS The undersigned Proposer hereby designates, as follows, all major subcontractors whom they propose to utilize for the major areas of work for the services. The bidder 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 bidder’s proposal. (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: 47 of 75 213 ATTACHMENT A SAMPLE AGREEMENT NOTE: THE CONSULTANT SHOULD BE PREPARED TO EXECUTE THIS SAMPLE AGREEMENT IN SUBSTANTIALLY THE FORM PROVIDED HEREIN UPON NOTICE OF AWARD AND SELECTION. THE TERMS OF THE AGREEMENT MAY ONLY BE NEGOTIATED AT THE CITY MANAGER OR DESIGNEE’S SOLE AND ABSOLUTE DISCRETION. PROFESSIONAL SERVICES AGREEMENT BETWEEN THE CITY OF SOUTH MIAMI AND NAME OF ENTITY THIS AGREEMENT (this “Agreement”) is made effective as of the day of , 2024 (the “Effective Date”), by and between the CITY OF SOUTH MIAMI, a Florida municipal corporation, (hereinafter the “City”), and NAME OF ENTITY, a Florida [type of entity], (hereinafter, the “Consultant”). WHEREAS, the City desires certain STATE OF FLORIDA LOBBYING SERVICES; and WHEREAS, the Consultant will perform services on behalf of the City, all as further set forth in the Proposal dated , 2024, attached hereto as Exhibit “A” (the “Services”); and WHEREAS, the Consultant and City, through mutual negotiation, have agreed upon a fee for the Services; and WHEREAS, the City desires to engage the Consultant to perform the Services and provide the deliverables as specified below. NOW, THEREFORE, in consideration of the mutual covenants and conditions contained herein, the Consultant and the City agree as follows: 1. Scope of Services. 1.1. Consultant shall provide the Services set forth in the Proposal attached hereto as Exhibit “A” and incorporated herein by reference (the “Services”). 1.2. Consultant shall furnish all reports, documents, and information obtained pursuant to this Agreement, and recommendations during the term of this Agreement (hereinafter “Deliverables”) to the City. 2. Term/Commencement Date. 48 of 75 214 2.1. The term of this Agreement shall be from the Effective Date for a period of three (3) years thereafter, unless earlier terminated in accordance with Paragraph 8. Additionally, the City Manager may renew this Agreement for two (2) additional one (1) year periods on the same terms as set forth herein upon written notice to the Consultant. 2.2. Consultant agrees that time is of the essence and Consultant shall complete the Services within the term of this Agreement, unless extended by the City Manager. 3. Compensation and Payment. 3.1. Compensation for Services provided by Consultant shall be in accordance with the Proposal attached hereto as Exhibit “A.” Consultant shall be compensated a flat rate lump sum fee in the amount of $_________________ annually. 3.2. Consultant shall deliver an invoice to City no more often than once per year detailing Services completed and the amount due to Consultant under this Agreement. Fees shall be paid in arrears each year, pursuant to Consultant’s invoice, which shall be based upon the percentage of work completed for each task invoiced. The City shall pay the Consultant in accordance with the Florida Prompt Payment Act after approval and acceptance of the Services by the City Manager. 4. Subconsultants. 4.1. The Consultant shall be responsible for all payments to any subconsultants and shall maintain responsibility for all work related to the Services. 4.2. Consultant may only utilize the services of a particular subconsultant with the prior written approval of the City Manager, which approval may be granted or withheld in the City Manager’s sole and absolute discretion. 5. City’s Responsibilities. 5.1. City shall make available any maps, plans, existing studies, reports, staff and representatives, and other data pertinent to the Services and in possession of the City, and provide criteria requested by Consultant to assist Consultant in performing the Services. 5.2. Upon Consultant’s request, City shall reasonably cooperate in arranging access to public information that may be required for Consultant to perform the Services. 6. Consultant’s Responsibilities; Representations and Warranties. 6.1. The Consultant shall exercise the same degree of care, skill and diligence in the performance of the Services as is ordinarily provided by a consultant under similar circumstances. If at any time during the term of this Agreement or within two (2) years from the completion of this Agreement, it is determined that the Consultant’s Deliverables or Services are incorrect, not properly rendered, defective, or fail to conform to City requests, the Consultant shall at Consultant’s sole expense, immediately corre ct its Deliverables or Services. 49 of 75 215 6.2. The Consultant hereby warrants and represents that at all times during the term of this Agreement it shall maintain in good standing all required licenses, certifications and permits required under Federal, State and local laws applicable to and necessary to perform the Services for City as an independent contractor of the City. Consultant further warrants and represents that it has the required knowledge, expertise, and experience to perform the Services and carry out its obligations under this Agreement in a professional and first class manner. 6.3. The Consultant represents that is an entity validly existing and in good standing under the laws of Florida. The execution, delivery and performance of this Agreement by Consultant have been duly authorized, and this Agreement is binding on Consultant and enforceable against Consultant in accordance with its terms. No consent of any other person or entity to such execution, delivery and performance is required. 7. Conflict of Interest. 7.1. To avoid any conflict of interest or any appearance thereof, Consultant shall not, for the term of this Agreement, provide any consulting services to any private sector entities (developers, corporations, real estate investors, etc.), with any current, or foreseeable, adversarial issues in the City. 8. Termination. 8.1. The City Manager, without cause, may terminate this Agreement upon five (5) calendar days written notice to the Consultant, or immediately with cause. 8.2. Upon receipt of the City's written notice of termination, Consultant shall immediately stop work on the project unless directed otherwise by the City Manager. 8.3. In the event of termination by the City, the Consultant shall be paid for all work accepted by the City Manager up to the date of termination, provided that the Consultant has first complied with the provisions of Paragraph 8.4. 8.4. The Consultant shall transfer all books, records, reports, working drafts, documents, maps, and data pertaining to the Services and the project to the City, in a hard copy and electronic format within fourteen (14) days from the date of the written notice of termination or the date of expiration of this Agreement. 9. Insurance. 9.1. Consultant shall secure and maintain throughout the duration of this agreement 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 Consultant’s insurance and shall not contribute to the Consultant’s 50 of 75 216 insurance. The insurance coverages shall include at a minimum the amounts set forth in this section and may be increased by the City as it deems necessary or prudent. 9.1.1. 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 Consultant. The General Aggregate Liability limit and the Products/Completed Operations Liability Aggregate limit shall be in the amount of $2,000,000 each. 9.1.2. 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, subcontractor or agent of the Consultant shall be allowed to provide Services pursuant to this Agreement who is not covered by Worker’s Compensation insurance. 9.1.3. Business Automobile Liability with minimum limits of $1,000,000 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. 9.1.4. Professional Liability Insurance in an amount of not less than One Million Dollars ($1,000,000.00) per occurrence, single limit. 9.2. Certificate of Insurance. Certificates of Insurance shall be provided to the City, reflecting the City as an Additional Insured (except with respect to Professional Liability Insurance and Worker’s Compensation Insurance), no later than ten (10) days after award of this Agreement and prior to the execution of this Agreement by City and prior to commencing Services. Each 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. The Consultant shall be responsible for assuring that the insurance certificates required by this Section remain in full force and effect for the duration of this Agreement, including any extensions or renewals that may be granted by the City. The Certificates of Insurance shall not only name the types of policy(ies) provided, but also shall refer specifically to this Agreement and shall state that such insurance is as required by this Agreement. The City reserves the right to inspect and return a certified copy of such policies, upon written request by the City. If a policy is due to expire prior to the completion of the Services, renewal Certificates of Insurance shall be furnished thirty (30) calendar days prior to the date of their policy expiration. Each policy certificate shall be endorsed with a provision that not less than thirty (30) calendar days’ written notice shall be provided to the City before any policy or coverage is cancelled or restricted. Acceptance of the Certificate(s) is subject to approval of the City. 51 of 75 217 9.3. Additional Insured. Except with respect to Professional Liability Insurance and Worker’s Compensation Insurance, the City is to be specifically included as an Additional Insured for the liability of the City resulting from Services performed by or on behalf of the Consultant in performance of this Agreement. The Consultant’s insurance, including that applicable to the City as an Additional Insured, shall apply on a primary basis and any other insurance maintained by the City shall be in excess of and shall not contribute to the Consultant’s insurance. The Consultant’s insurance shall contain a severability of interest provision providing that, except with respect to the total limits of liability, the insurance shall apply to each Insured or Additional Insured (for applicable policies) in the same manner as if separate policies had been issued to each. 9.4. Deductibles. All deductibles or self-insured retentions must be declared to and be reasonably approved by the City. The Consultant shall be responsible for the payment of any deductible or self-insured retentions in the event of any claim. 9.5. The provisions of this section shall survive termination of this Agreement. 10. Nondiscrimination. During the term of this Agreement, Consultant shall not discriminate against any of its employees or applicants for employment because of their race, color, religion, sex, or national origin, and to abide by all Federal and State laws regarding nondiscrimination. 11. Attorneys Fees and Waiver of Jury Trial. 11.1. In the event of any litigation arising out of this Agreement, the prevailing party shall be entitled to recover its attorneys’ fees and costs, including the fees and expenses of any paralegals, law clerks and legal assistants, and including fees and expenses charged for representation at both the trial and all appellate levels. 11.2. IN THE EVENT OF ANY LITIGATION ARISING OUT OF THIS AGREEMENT, EACH PARTY HEREBY KNOWINGLY, IRREVOCABLY, VOLUNTARILY AND INTENTIONALLY WAIVES ITS RIGHT TO TRIAL BY JURY. 12. Indemnification. 12.1. Consultant shall indemnify and hold harmless the City, its officers, agents and employees, from and against any and all demands, claims, losses, suits, liabilities, causes of action, judgment or damages, arising from Consultant’s performance or non- performance of any provision of this Agreement, including, but not limited to, liabilities arising from contracts between the Consultant and third parties made pursuant to this Agreement. Consultant shall reimburse the City for all its expenses including reasonable attorneys’ fees and costs incurred in and about the defense of any such claim or investigation and for any judgment or damages arising from Consultant’s performance or non-performance of this Agreement. 12.2. Nothing herein is intended to serve as a waiver of sovereign immunity by the City nor shall anything included herein be construed as consent to be sued by third parties in 52 of 75 218 any matter arising out of this Agreement or any other contract. The City is subject to section 768.28, Florida Statutes, as may be amended from time to time. 12.3. The provisions of this section shall survive termination of this Agreement. 13. Notices/Authorized Representatives. Any notices required by this Agreement shall be in writing and shall be deemed to have been properly given if transmitted by hand-delivery, by registered or certified mail with postage prepaid return receipt requested, or by a private postal service, addressed to the parties (or their successors) at the addresses listed on the signature page of this Agreement or such other address as the party may have designated by proper notice. 14. Governing Law and Venue. This Agreement shall be construed in accordance with and governed by the laws of the State of Florida. Venue for any proceedings arising out of this Agreement shall be proper exclusively in Miami-Dade County, Florida. 15. Entire Agreement/Modification/Amendment. 15.1. This writing contains the entire Agreement of the parties and supersedes any prior oral or written representations. No representations were made or relied upon by either party, other than those that are expressly set forth herein. 15.2. No agent, employee, or other representative of either party is empowered to modify or amend the terms of this Agreement, unless executed with the same formality as this document. 16. Ownership and Access to Records and Audits. 16.1. Consultant acknowledges that all inventions, innovations, improvements, developments, methods, designs, analyses, drawings, reports, compiled information, and all similar or related information (whether patentable or not) which relate to Services to the City which are conceived, developed or made by Consultant during the term of this Agreement (“Work Product”) belong to the City. Consultant shall promptly disclose such Work Product to the City and perform all actions reasonably requested by the City (whether during or after the term of this Agreement) to establish and confirm such ownership (including, without limitation, assignments, powers of attorney and other instruments). 16.2. Consultant agrees to keep and maintain public records in Consultant’s possession or control in connection with Consultant’s performance under this Agreement. The City Manager or her designee shall, during the term of this Agreement and for a period of three (3) years from the date of termination of this Agreement, have access to and the right to examine and audit any records of the Consultant involving transactions related to this Agreement. Consultant additionally agrees to comply specifically with the provisions of Section 119.0701, Florida Statutes. Consultant shall ensure that public records that are exempt or confidential and exempt from public records disclosure requirements are not disclosed, except as authorized by law, for the duration of the Agreement, and following completion of the Agreement until the records are transferred to the City. 53 of 75 219 16.3. Upon request from the City’s custodian of public records, Consultant shall provide the City with a copy of the requested records or allow the records to be inspected or copied within a reasonable time at a cost that does not exceed the cost provided by Chapter 119, Florida Statutes, or as otherwise provided by law. 16.4. Unless otherwise provided by law, any and all records, including but not limited to reports, surveys, and other data and documents provided or created in connection with this Agreement are and shall remain the property of the City. 16.5. Upon completion of this Agreement or in the event of termination by either party, any and all public records relating to the Agreement in the possession of the Consultant shall be delivered by the Consultant to the City Manager, at no cost to the City, wit hin seven (7) days. All such records stored electronically by Consultant shall be delivered to the City in a format that is compatible with the City’s information technology systems. Once the public records have been delivered upon completion or terminat ion of this Agreement, the Consultant shall destroy any and all duplicate public records that are exempt or confidential and exempt from public records disclosure requirements. 16.6. Any compensation due to Consultant shall be withheld until all records are received as provided herein. 16.7. Consultant’s failure or refusal to comply with the provisions of this section shall result in the immediate termination of this Agreement by the City. 16.8. Notice Pursuant to Section 119.0701(2)(a), Florida Statutes. IF THE CONSULTANT HAS QUESTIONS REGARDING THE APPLICATION OF CHAPTER 119, FLORIDA STATUTES, TO THE CONSULTANT’S DUTY TO PROVIDE PUBLIC RECORDS RELATING TO THIS AGREEMENT, 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 17. Nonassignability. This Agreement shall not be assignable by Consultant unless such assignment is first approved by the City Manager. The City is relying upon the apparent qualifications and expertise of the Consultant, and such firm’s familiarity with the City’s area, circumstances and desires. 18. Severability. If any term or provision of this Agreement shall to any extent be held invalid or unenforceable, the remainder of this Agreement shall not be affected thereby, and each 54 of 75 220 remaining term and provision of this Agreement shall be valid and be enforceable to the fullest extent permitted by law. 19. Independent Contractor. The Consultant and its employees, volunteers and agents shall be and remain an independent contractor and not an agent or employee of the City with respect to all of the acts and services performed by and under the terms of this Agreement. This Agreement shall not in any way be construed to create a partnership, association or any other kind of joint undertaking, enterprise or venture between the parties. 20. Compliance with Laws. The Consultant shall comply with all applicable laws, ordinances, rules, regulations, and lawful orders of public authorities in carrying out Services under this Agreement, and in particular shall obtain all required permits from all jurisdictional agencie s to perform the Services under this Agreement at its own expense. 21. Waiver. The failure of either party to this Agreement to object to or to take affirmative action with respect to any conduct of the other which is in violation of the terms of this Agreement shall not be construed as a waiver of the violation or breach, or of any future violation, breach or wrongful conduct. 22. Survival of Provisions. Any terms or conditions of either this Agreement that require acts beyond the date of the term of the Agreement, shall survive termination of the Agreement, shall remain in full force and effect unless and until the terms or conditions are completed and shall be fully enforceable by either party. 23. Prohibition of Contingency Fees. The Consultant warrants that it has not employed or retained any company or person, other than a bona fide employee working solely for the Consultant, to solicit or secure this Agreement, and that it has not paid or agreed to pay any person(s), company, corporation, individual or firm, other than a bona fide employee working solely for the Consultant, any fee, commission, percentage, gift, or any other consideration, contingent upon or resulting from the award or making of this Agreement. 24. State Required Affidavits. By entering into this Agreement, the Consultant agrees to review and comply with the following state affidavit requirements: 24.1. Public Entity Crimes Affidavit. Consultant shall comply with Section 287.133, Florida Statutes (Public Entity Crimes Statute), notification of which is hereby incorporated herein by reference, including execution of any required affidavit. 24.2. E-Verify Affidavit. In accordance with Section 448.095, Florida Statutes, the City requires all contractors doing business with the City to register with and use the E-Verify system to verify the work authorization status of all newly hired employees. The City will not enter into a contract unless each party to the contract registers with and uses the E- Verify system. The contracting entity must provide of its proof of enrollment in E-Verify. For instructions on how to provide proof of the contracting entity’s participation/enrollment in E-Verify, please visit: https://www.e-verify.gov/faq/how-do- i-provide-proof-of-my-participationenrollment-in-e-verify. By entering into this Agreement, the Consultant acknowledges that it has read Section 448.095, Florida Statutes; will comply with the E-Verify requirements imposed by Section 448.095, Florida 55 of 75 221 Statutes, including but not limited to obtaining E-Verify affidavits from subcontractors; and has executed the required affidavit attached hereto and incorporated herein. 24.3. Noncoercive Conduct Affidavit. Pursuant to Section 787.06, Florida Statutes, a nongovernmental entity executing, renewing, or extending a contract with a governmental entity is required to provide an affidavit, signed by an officer or a representative of the nongovernmental entity under penalty of perjury, attesting that the nongovernmental entity does not use coercion for labor or services as defined in Section 787.06(2)(a), Florida Statutes. By entering into this Agreement, the Consultant acknowledges that it has read Section 787.06, Florida Statutes, and will comply with the requirements therein, and has executed the required affidavit attached hereto and incorporated herein. 24.4. Prohibition on Contracting with Entities of Foreign Concern. Pursuant to Section 287.138, Florida Statutes (which is expressly incorporated herein by reference), a governmental entity may not knowingly enter into a contract with an entity which would give access to an individual’s personal identifying information if (a) the entity is owned by the government of a foreign country of concern; (b) the government of a foreign country of concern has a controlling interest in the entity; or (c) the entity is organized under the laws of or has its principal place of business in a foreign country of concern. By entering into this Agreement, the Consultant acknowledges that it has read Section 287.138, Florida Statutes, and complies with the requirements therein, and has executed the required affidavit attached hereto and incorporated herein. 25. Counterparts. This Agreement may be executed in several counterparts, each of which shall be deemed an original and such counterparts shall constitute one and the same instrument. 26. Conflicts. In the event of a conflict between the terms of this Agreement and any exhibits or attachments hereto, the terms of this Agreement shall control. [Remainder of page intentionally left blank. Signature page and State Required Affidavits follow.] 56 of 75 222 IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed the day and year as first stated above. CITY OF SOUTH MIAMI By: Genaro “Chip” Iglesias City Manager Attest: By: Nkenga “Nikki” Payne, CMC, FCRM City Clerk Approved as to form and legal sufficiency: By: Weiss Serota Helfman Cole & Bierman, P.L. City Attorney Addresses for Notice: Genaro “Chip” Iglesias City of South Miami Attn: City Manager 6130 Sunset Drive South Miami, FL 33143 305-668-2510 (telephone) 305-663-6345 (facsimile) chip@southmiamifl.gov (email) With a copy to: Weiss Serota Helfman Cole & Bierman, P.L. Attn: Lillian Arango, Esq. City of South Miami Attorney 2800 Ponce de Leon Boulevard, Suite 1200 Coral Gables, FL 33134 larango@wsh-law.com (email) CONSULTANT By: Name: Title: Entity: Addresses for Notice: (telephone) (facsimile) (email) With a copy to: (telephone) (facsimile) (email) 57 of 75 223 E-VERIFY AFFIDAVIT In accordance with Section 448.095, Florida Statutes, the City requires all contractors doing business with the City to register with and use the E-Verify system to verify the work authorization status of all newly hired employees. The City will not enter into a contract unless each party to the contract registers with and uses the E-Verify system. The contracting entity must provide of its proof of enrollment in E-Verify. For instructions on how to provide proof of the contracting entity’s participation/enrollment in E-Verify, please visit: https://www.e- verify.gov/faq/how-do-i-provide-proof-of-my-participationenrollment-in-e-verify By signing below, the contracting entity acknowledges that it has read Section 448.095, Florida Statutes and will comply with the E-Verify requirements imposed by it, including but not limited to obtaining E- Verify affidavits from subcontractors. ☐ Check here to confirm proof of enrollment in E-Verify has been attached to this Affidavit. In the presence of: Signed, sealed and delivered by: Witness #1 Print Name: Print Name: Title: Witness #2 Print Name: Entity 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 58 of 75 224 AFFIDAVIT ATTESTING TO NONCOERCIVE CONDUCT FOR LABOR OR SERVICES Effective July 1, 2024, Section 787.06, Florida Statutes, a nongovernmental entity executing, renewing, or extending a contract with a governmental entity is required to provide an affidavit, signed by an officer or a representative of the nongovernmental entity under penalty of perjury, attesting that the nongovernmental entity does not use coercion for labor or services as defined in Section 787.06(2)(a), Florida Statutes. By signing below, I hereby affirm under penalty of perjury that: 1. I have read Section 787.06, Florida Statutes, and understand that this affidavit is provided in compliance with the requirement that, upon execution, renewal, or extension of a contract between a nongovernmental entity and a governmental entity, the nongovernmental entity must attest to the absence of coercion in labor or services. 2. I am an officer or representative of , a nongovernmental entity. 3. does not use coercion for labor or services as defined in the relevant section of the law. In the presence of: Under penalties of perjury, I declare that I have read the foregoing and the facts stated in it are true: Witness #1 Print Name: Print Name: Title: Witness #2 Print Name: Entity Name: OATH OR AFFIRMATION State of Florida County of Sworn to (or affirmed) and subscribed 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 59 of 75 225 AFFIDAVIT REGARDING PROHIBITION ON CONTRACTING WITH ENTITIES OF FOREIGN COUNTRIES OF CONCERN Pursuant to Section 287.138, Florida Statutes (which is expressly incorporated herein by reference), a governmental entity may not knowingly enter into a contract with an entity which would give access to an individual’s personal identifying information if (a) the entity is owned by ethe government of a foreign country of concern; (b) the government of a foreign country of concern has a controlling interest in the entity; or (c) the entity is organized under the laws of or has its principal place of business in a foreign country of concern. This affidavit must be completed by an officer or representative of an entity submitting a bid, proposal, or reply to, or entering into, renewing, or extending, a contract with a governmental entity which would grant the entity access to an individual’s personal identifying information. 1. (“entity”) does not meet any of the criteria in paragraphs (2)(a)-(c) of Section 287.138, F.S. In the presence of: Under penalties of perjury, I declare that I have read the foregoing and the facts stated in it are true: Witness #1 Print Name: Print Name: Title: Witness #2 Print Name: Entity Name: OATH OR AFFIRMATION State of Florida County of Sworn to (or affirmed) and subscribed 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 60 of 75 226 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 staff with the Clerk's office at the time the committee's proposal is submitted to the City Manager. For the purpose of this subsection only, the listed members of the presentation team, with the exception of any person otherwise required to register as a lobbyist, must 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 paragrap h or unless he or she is registered with the City Clerk's office as a lobbyist and has paid all applicable lobbyist registration fees. Pursuant to '92.525(2), Florida Statutes, the undersigned, ________________, 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 in connection with Request for Proposals (RFP) No. . Please note; No person may appear before any committee on behalf of anyone unless he or she has been listed as part of the firm's presentation team pursuant to this paragraph or unless he or she is registered with the Clerk's office as a lobbyist and has paid all applicable lobbyist registration fees. NAME TITLE For the purpose of this Affidavit of Representation only, the listed members of the presentation team, with the exception of any person otherwise required to register as a lobbyist, will not be required to pay any registration fees. The Affidavit of Representation must be filed with the City Clerk's office at the time the committee's proposal is submitted to the City as part of the procurement process. 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. STATE OF FLORIDA ) ) ss: COUNTY OF ________________ ) The foregoing instrument was acknowledged before me by means of  physical presence or  online notarization this day of , 20 , by , on behalf of . She/He  is personally known to me or  has produced as identification. Notary Public Print Name 61 of 75 227 ATTACHMENT C ARPA (AMERICAN RESCUE PLAN ACT) ADDENDUM 62 of 75 228 City of South Miami, FL Page 1 of 12 ATTACHMENT C AMERICAN RESCUE PLAN ACT ADDENDUM TO STATE OF FLORIDA LOBBYING SERVICES BETWEEN THE CITY OF SOUTH MIAMI AND [NAME OF ENTITY] THIS ADDENDUM to the PROFESSIONAL SERVICES AGREEMENT (the “Addendum”) is entered into as of the day of , 2024 (the “Effective Date of this Addendum”), by and between the CITY OF SOUTH MIAMI, a Florida municipal corporation, (the “City”) and NAME OF ENTITY, a [State] [type of entity] [if out of state entity, add and confirm that the entity is: authorized to do business in Florida] (hereinafter, the “Contractor”). Collectively, the City and the Contractor are referred to as “Parties.” WHEREAS, on [DATE], the City entered into a Professional Services Agreement (the “Agreement”) with the Contractor for the Professional Services Agreement related to the STATE OF FLORIDA LOBBYING SERVICES Project(s) for contractor to implement] (the “Project”), as further defined in the Agreement; and WHEREAS, on March 11, 2021, the federal government adopted the American Rescue Plan Act (“ARPA”), which, among other things, provides local governments with emergency COVID-19 funding; and WHEREAS, the City desires to utilize ARPA funding to implement the Project; and WHEREAS, in order to utilize ARPA funding for the Project, the City desires to incorporate federally required contract provisions relating to ARPA into the Agreement, as set forth in this ARPA Addendum; and WHEREAS, the City and Contractor wish to modify the terms of the Agreement in accordance with the terms and conditions set forth in this ARPA Addendum. NOW, THEREFORE, for and in consideration of the mutual promises set forth herein, the City and Contractor agree as follows:1 1. Recitals Incorporated. The above recitals are true and correct and incorporated herein. 2. American Rescue Plan Act Provisions. The Agreement is hereby amended by adding the following provisions to the Agreement: 2.1. Mandated Federal Agreement Conditions. 2.1.1. In connection with the performance of this Agreement, Contractor acknowledges that compensation for the Project services under this Agreement shall be fully or partially 1 Coding: Strikethrough words are deletions to the existing words. Underlined words are additions to the existing words. 63 of 75 229 City of South Miami, FL Page 2 of 12 funded using the Coronavirus State and Local Fiscal Recovery Funds allocated to the City pursuant to the American Rescue Plan Act. As such, Contractor shall comply with all laws, rules, regulations, policies, and guidelines (including any subsequent amendments to such laws, regulations, policies, and guidelines) required by the American Rescue Plan Act, including, but not limited to the following documents and guidelines, which are incorporated herein and made a part of this Agreement: ARPA Exhibit 1.Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards (2 CFR Part 200), as applicable and as may be amended from time to time; ARPA Exhibit 2.The U.S. Department of the Treasury’s Final Rule governing ARPA, dated January 27, 2022; ARPA Exhibit 3.U.S. Department of the Treasury Coronavirus State and Local Fiscal Recovery Funds Award Terms and Conditions (Assistance Listing Number 21.019); ARPA Exhibit 4.The U.S. Department of the Treasury’s Coronavirus State and Local Fiscal Recovery Funds Frequently Asked Questions, dated April 27, 2022; ARPA Exhibit 5.American Rescue Plan Act Coronavirus Local Fiscal Recovery Fund Agreement between the City and the State of Florida, Division of Emergency Management; ARPA Exhibit 6.The U.S. Department of the Treasury’s ARPA Compliance and Reporting Guidance, dated June 17, 2022; and ARPA Exhibit 7.Assurances of Compliance with Civil Rights Requirements. A copy of the above-referenced documents are available for inspection by the Contractor at the Office of the City Clerk and at the following City link: ARPA EXHIBITS, Exhibit 1 through Exhibit 7 Listed Above in Section 2.11: https://southmiamiflgov- my.sharepoint.com/:f:/g/personal/skulick_southmiamifl_gov/EqZe4BSydzhJlKcTTEKz1x EBXe_9fwkGvYlOaDEq6qrosw?e=5fwsTC 2.1.2. Title VI Requirements. Contractor acknowledges that the City has certified compliance with Title VI of the Civil Rights Act of 1964 to the U.S. Department of the Treasury on the form incorporated herein as ARPA Exhibit 7. Towards that end, Contractor shall ensure that performance of work in connection with this Agreement complies with the certifications and requirements contained in ARPA Exhibit 7 and shall also adhere to the following provisions: (1) The Contractor and its subcontractors, successors, transferees, and assignees shall comply with Title VI of the Civil Rights Act of 1964, which prohibits recipients of federal financial assistance from excluding from a program or activity, denying benefits of, or otherwise discriminating against a person on the basis of race, color, or national origin (42 U.S.C. § 2000d et seq.), as implemented by the Department of the Treasury’s 64 of 75 230 City of South Miami, FL Page 3 of 12 Title VI regulations, 31 CFR Part 22, which are herein incorporated by reference and made a part of this Agreement. Title VI also includes protection to persons with “Limited English Proficiency” in any program or activity receiving federal financial assistance, 42 U.S.C. § 2000d et seq., as implemented by the Department of the Treasury’s Title VI regulations, 31 CFR Part 22, and herein incorporated by reference and made a part of this Agreement. (2) Pursuant to 44 C.F.R. §§ 7 and 16, and 44 C.F.R. § 206.11, and that the Contractor shall undertake an active program of nondiscrimination in its administration of the Work under this Agreement. 2.1.3. Americans with Disabilities Act Requirements. The Contractor agrees to comply with the Americans with Disabilities Act (Public Law 101-336, 42 U.S.C. §§ 12101 et seq.), which prohibits discrimination by public and private entities on the basis of disability in employment, public accommodations, transportation, State and Local government services, and telecommunications. Additionally, Contractor agrees to comply with Section 504 of the Rehabilitation Act of 1973 (29 U.S.C. §§ 3601), which prohibits discrimination against individuals on the basis of discrimination under any program or activity under this Agreement. 2.1.4. Age Discrimination Act of 1975. Contractor shall comply with the requirements of 42 U.S.C. §§ 6101 et seq., as amended, and the Treasury’s implementing regulations (31 CFR Part 23), which prohibits the discrimination on the basis of age in programs or activities under this Agreement. 2.1.5. Protections for Whistleblowers. (1) In accordance with 41 U.S.C. § 4712, Contractor may not discharge, demote, or otherwise discriminate against an employee in reprisal for disclosing to any of the list of persons or entities provided below, information that the employee reasonably believes is evidence of gross mismanagement of a federal contract or grant, a gross waste of federal funds, an abuse of authority relating to a federal contract or grant, a substantial and specific danger to public health or safety, or a violation of law, rule, or regulation related to a federal contract (including the competition for or negotiation of a contract) or grant. (2) The list of persons and entities referenced in the paragraph above includes the following: i.A Member of Congress or a representative of a committee of Congress. ii.An Inspector General iii.The Government Accountability Office. iv.A Federal employee responsible for contract or grant oversight or management at the relevant agency. v.An authorized official of the Department of Justice or other law enforcement agency. 65 of 75 231 City of South Miami, FL Page 4 of 12 vi.A court or grand jury. vii.A management official or other employee of the Contractor, subcontractor, the State of Florida, or the City who has the responsibility to investigate, discover, or address misconduct. (3) The Contractor shall inform its employees in writing of the rights and remedies provided under this section, in the predominant native language of the workforce. 2.1.6. Compliance with Immigration and Nationality Act (INA). Contractor hereby certifies that it does not knowingly employ unauthorized alien workers in violation of the employment provisions contained in 8 USC Section 1324a(e) [Section 274A(e) of the Immigration and Nationality Act (“INA”)]. 2.1.7. Seat Belts Required. Pursuant to Executive Order 13043, 62 FR 19217, Contractor shall adopt and enforce policies or programs that require employees to use seat belts while operating or traveling on vehicles owned, rented, or personally owned by the Contractor and its employees while performing the Work. 2.1.8. Texting While Driving Ban. Pursuant to Executive Order 13513, 74 FR 51225, Contractor shall adopt and enforce policies that ban text messaging while driving and workplace safety policies designed to decrease accidents caused by distracted drivers. 2.1.9. Publication. Contractor shall obtain approval from the City in writing prior to issuing any publications in connection with this Agreement. If approved by the City, the Contractor shall include the following language in any and all publications issued: “This Project is [being funded/was supported] in part by federal award number (FAIN) [Insert Project FAIN] awarded to City of South Miami by the U.S. Department of the Treasury.” 2.1.10. Reporting Conflict of Interests. Contractor agrees to disclose in writing to the City, U.S. Department of the Treasury, and the State of Florida, as appropriate, any potential conflicts of interest affecting the use of funds awarded under the American Rescue Plan Act in accordance with 2 CFR 200.112. 2.2. Compliance with Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards (2 CFR Part 200). In accordance with the Final Rule and other guidelines provided in connection with the American Rescue Plan Act, Contractor shall be subject to the federal Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards under 2 CFR Part 200, including, but not limited to: 2.2.1. Equal Employment Opportunity Compliance. During the performance of this Agreement, the Contractor agrees as follows: (1) The Contractor will not discriminate against any employee or applicant for employment because of race, color, religion, sex, sexual orientation, gender identity, or national origin. The Contractor will take affirmative action to ensure that applicants are employed, and that employees are treated during employment without regard to their 66 of 75 232 City of South Miami, FL Page 5 of 12 race, color, religion, sex, sexual orientation, gender identity, or national origin. Such action shall include, but not be limited to the following: a. Employment, upgrading, demotion, or transfer; recruitment or recruitment advertising; b. layoff or termination; c. rates of pay or other forms of compensation; and d. selection for training, including apprenticeship The Contractor agrees to post in conspicuous places, available to employees and applicants for employment, notices to be provided setting forth the provisions of this nondiscrimination clause. (2) The Contractor will, in all solicitations or advertisements for employees placed by or on behalf of the Contractor, state that all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin. (3) The Contractor will not discharge or in any other manner discriminate against any employee or applicant for employment because such employee or applicant has inquired about, discussed, or disclosed the compensation of the employee or applicant or another employee or applicant. This provision shall not apply to instances in which an employee who has access to the compensation information of other employees or applicants as a part of such employee's essential job functions discloses the compensation of such other employees or applicants to individuals who do not otherwise have access to such information, unless such disclosure is in response to a formal complaint or charge, in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or is consistent with the Contractor's legal duty to furnish information. (4) The Contractor will send to each labor union or representative of workers with which he has a collective bargaining agreement or other contract or understanding, a notice to be provided advising the said labor union or workers' representatives of the Contractor's commitments under this section, and shall post copies of the notice in conspicuous places available to employees and applicants for employment. (5) The Contractor will comply with all provisions of Executive Order 11246 of September 24, 1965, and of the rules, regulations, and relevant orders of the U.S. Secretary of Labor. (6) The Contractor will furnish all information and reports required by Executive Order 11246 of September 24, 1965, and by rules, regulations, and orders of the Secretary of Labor, or pursuant thereto, and will permit access to his books, records, and accounts by the administering agency and the U.S. Secretary of Labor for purposes of investigation to ascertain compliance with such rules, regulations, and orders. 67 of 75 233 City of South Miami, FL Page 6 of 12 (7) In the event of the Contractor's noncompliance with the nondiscrimination clauses of this contract or with any of the said rules, regulations, or orders, this contract may be canceled, terminated, or suspended in whole or in part and the Contractor may be declared ineligible for further Government contracts or federally assisted construction contracts in accordance with procedures authorized in Executive Order 11246 of September 24, 1965, and such other sanctions may be imposed and remedies invoked as provided in Executive Order 11246 of September 24, 1965, or by rule, regulation, or order of the U.S. Secretary of Labor, or as otherwise provided by law. (8) The Contractor will include the portion of the sentence immediately preceding paragraph (1) and the provisions of paragraphs (1) through (8) in every subcontract or purchase order unless exempted by rules, regulations, or orders of the U.S. Secretary of Labor issued pursuant to section 204 of Executive Order 11246 of September 24, 1965, so that such provisions will be binding upon each subcontractor or vendor. The Contractor will take such action with respect to any subcontract or purchase order as the administering agency may direct as a means of enforcing such provisions, including sanctions for noncompliance: Provided, however, that in the event a Contractor becomes involved in, or is threatened with, litigation with a subcontractor or vendor as a result of such direction by the administering agency, the Contractor may request the United States to enter into such litigation to protect the interests of the United States. 2.2.2. Contract Work Hours and Safety Standards Act Compliance. During the performance of this Agreement, the Contractor shall comply with the provisions of the Contract Work Hours and Safety Standards Act (40 U.S.C. 3701 through 3708), including as follows: (1) Overtime requirements. No Contractor or subcontractor contracting for any part of the Agreement Work which may require or involve the employment of laborers or mechanics shall require or permit any such laborer or mechanic in any workweek in which he or she is employed on such work to work in excess of forty hours in such workweek unless such laborer or mechanic receives compensation at a rate not less than one and one-half times the basic rate of pay for all hours worked in excess of forty hours in such workweek. (2) Violation; liability for unpaid wages; liquidated damages. In the event of any violation of the clause set forth in paragraph (1) of this section the Contractor and any subcontractor responsible therefor shall be liable for the unpaid wages. In addition, such Contractor and subcontractor shall be liable to the United States, for liquidated damages. Such liquidated damages shall be computed with respect to each individual laborer or mechanic, including watchmen and guards, employed in violation of the clause set forth in paragraph (1) of this section, in the sum of $10 for each calendar day on which such individual was required or permitted to work in excess of the standard workweek of forty hours without payment of the overtime wages required by the clause set forth in paragraph (1) of this section. (3) Withholding for unpaid wages and liquidated damages. The City shall upon its own action or upon written request of an authorized representative of the U.S. Department of Labor withhold or cause to be withheld, from any moneys payable on account of 68 of 75 234 City of South Miami, FL Page 7 of 12 work performed by the Contractor or subcontractor under any such contract or any other Federal contract with the same Contractor, or any other federally-assisted contract subject to the Contract Work Hours and Safety Standards Act, which is held by the same Contractor, such sums as may be determined to be necessary to satisfy any liabilities of such Contractor or subcontractor for unpaid wages and liquidated damages as provided in the clause set forth in paragraph (2) of this section. (4) Subcontracts. The Contractor or subcontractor shall insert in any subcontracts the clauses set forth in paragraph (1) through (4) of this section and also a clause requiring the subcontractors to include these clauses in any lower tier subcontracts. The Contractor shall be responsible for compliance by any subcontractor or lower tier subcontractor with the clauses set forth in paragraphs (1) through (4) of this section. 2.2.3. Clean Air Act Compliance. During the performance of this Agreement, the Contractor shall comply with the provisions of Clean Air Act (42 U.S.C. § 7401 et seq., as amended) and specifically agrees as follows: (1) The Contractor agrees to comply with all applicable standards, orders or regulations issued pursuant to the Clean Air Act, as amended, 42 U.S.C.§ 7401 et seq. (2) The Contractor agrees to report each violation to the City and understands and agrees that the City will, in turn, report each violation as required to assure notification to the Environmental Protection Agency Region 4 (Southeast) Office. (3) The Contractor agrees to include these requirements in each subcontract exceeding $100,000 financed in whole or in part with Federal assistance in connection with this Agreement. 2.2.4. Federal Water Pollution Control Act Compliance. During the performance of this Agreement, the Contractor shall comply with the provisions of Federal Water Pollution Control Act (33 U.S.C. § 1251 et seq., as amended) and specifically agrees as follows: (1) The Contractor agrees to comply with all applicable standards, orders or regulations issued pursuant to the Federal Water Pollution Control Act, as amended, 33 U.S.C. 1251 et seq. (2) The Contractor agrees to report each violation to the City and understands and agrees that the City will, in turn, report each violation as required to assure notification to the Environmental Protection Agency Region 4 (Southeast) Office. (3) The Contractor agrees to include these requirements in each subcontract exceeding $100,000 financed in whole or in part with Federal assistance in connection with this Agreement. 2.2.5. Debarment and Suspension Compliance. During the performance of this Agreement, the Contractor warrants that Contractor or its subcontractors are not debarred, suspended, or otherwise ineligible for contract awards under Executive Orders 12549 and 12689. Contractor shall comply with the following provisions: 69 of 75 235 City of South Miami, FL Page 8 of 12 (1) This Agreement is a covered transaction for purposes of 2 C.F.R. pt. 180, the U.S. Department of the Treasury’s implementing regulations at 31 CFR Part 19, and 2 C.F.R. pt. 3000. As such the Contractor is required to verify that none of the Contractor, its principals (defined at 2 C.F.R. § 180.995), or its affiliates (defined at 2 C.F.R. § 180.905) are excluded (defined at 2 C.F.R. § 180.940) or disqualified (defined at 2 C.F.R. § 180.935). (2) The Contractor must comply with 2 C.F.R. pt. 180, subpart C and 2 C.F.R. pt. 3000, subpart C and must include a requirement to comply with these regulations in any lower tier covered transaction it enters into. (3) This certification is a material representation of fact relied upon by the City. If it is later determined that the Contractor did not comply with 2 C.F.R. pt. 180, subpart C and 2 C.F.R. pt. 3000, subpart C, in addition to remedies available to the City, the Federal Government may pursue available remedies, including but not limited to suspension and/or debarment. (4) The Contractor agrees to comply with the requirements of 2 C.F.R. pt. 180, subpart C and 2 C.F.R. pt. 3000, subpart C throughout the period of this Agreement. The Contractor further agrees to include a provision requiring such compliance in its lower tier covered transactions. (5) Contractor certifies that they: i. Are not presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from covered transactions by a Federal department or agency; ii. Have not, within a five (5)-year period preceding this proposal, been convicted of or had a civil judgment rendered against them for fraud or a criminal offense in connection with obtaining, attempting to obtain, or performing a public (Federal, State or Local) transaction or contract under 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. iii. Are not presently indicted or otherwise criminally or civilly charged by a governmental entity (Federal, State or Local); and iv. Have not, within a five (5)-year period preceding this Agreement, had one or more public transactions (Federal, State or Local) terminated for cause or default. If the Contractor is unable to obtain and provide such certification, then the Contractor shall attach an explanation to this Agreement as to why not. 2.2.6. Byrd Anti-Lobbying Amendment (31 U.S.C. § 1352, as amended). During the performance of this Agreement, the Contractor and its subcontractors shall comply with the provisions of the Byrd Anti-Lobbying Amendment (31 U.S.C. § 1352, as amended). Specifically, Contractor represents and warrants as follows: 70 of 75 236 City of South Miami, FL Page 9 of 12 (1) No Funds received by the Contractor under this Agreement have been paid or will be paid, by or on behalf of the Contractor, to any person for influencing or attempting to influence an officer or employee of any agency, a member of Congress, an officer or employee of Congress, or an employee of a member of Congress in connection with the awarding of any Federal contract, the making of any Federal grant, the making of any Federal loan, the entering into of any cooperative agreement, and the extension, continuation, renewal, amendment, or modification of any Federal contract, grant, loan, or cooperative agreement. (2) If any monies, other than Funds received by Contractor under this Agreement, have been paid or will be paid to any person for influencing or attempting to influence an officer or employee of any agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with this Federal contract, grant, loan or cooperative agreement, the Contractor shall complete and submit Standard Form-LLL, "Disclosure of Lobbying Activities," in accordance with its instructions. (3) The Contractor shall require that this certification be included in the award documents for all subawards at all tiers (including subcontracts, subgrants, and contracts under grants, loans, and cooperative agreements) and that all such sub-recipients shall certify and disclose accordingly. (4) This certification is a material representation of fact upon which reliance was placed when this transaction was made or entered into. Submission of this certification is a prerequisite for making or entering into this transaction imposed by the Byrd Anti- Lobbying Amendment (31 U.S.C. 1352). Any person who fails to file the required certification shall be subject to a civil penalty of not less than $10,000 and not more than $100,000 for each such failure. 2.2.7. Copeland “Anti-Kickback” Act. During the performance of this Agreement, the Contractor and its subcontractors shall comply with the provisions of the Copeland “Anti- Kickback” Act as follows: (1) The Contractor shall comply with 18 U.S.C. § 874, 40 U.S.C. § 3145, and the requirements of 29 C.F.R. part 3 as may be applicable, which are incorporated by reference into this Agreement. (2) Subcontracts. The Contractor or subcontractor shall insert in any subcontracts the clause above and such other clauses as the federal government may by appropriate instructions require, and also a clause requiring the subcontractors to include these clauses in any lower tier subcontracts. The prime contractor shall be responsible for the compliance by any subcontractor or lower tier subcontractor with all of these contract clauses. (3) Breach. A breach of the contract clauses above may be grounds for termination of this Agreement, and for debarment as a contractor and subcontractor as provided in 29 C.F.R. § 5.12. 71 of 75 237 City of South Miami, FL Page 10 of 12 2.2.8. Procurement of Recovered Materials. Contractor shall comply with the provisions of 2 C.F.R.323, including Section 6002 of the Solid Waste Disposal Act. Towards that end, in the performance of this Agreement, the Contractor shall make maximum use of products containing recovered materials that are EPA-designated items, unless the product cannot be acquired: (1) competitively within a timeframe providing for compliance with the contract performance schedule; (2) meeting contract performance requirements; or (3) at a reasonable price. Information about this requirement, along with the list of EPA-designated items, is available at EPA’s Comprehensive Procurement Guidelines web site, https://www.epa.gov/smm/comprehensiveprocurement-guideline-cpg-program. 2.2.9. Domestic Preferences for Procurements. To the greatest extent practicable, Contractor and its subcontractors shall provide preference for the purchase, acquisition, or use of goods, products, or materials produced in the United States, in accordance with 2 CFR 200.322, “Domestic preferences for procurements.” 2.2.10. 2 CFR Subpart F – Audit Requirements. Contractor shall assist the City in complying with the audit requirements under 2 CFR Subpart F – Audit Requirements (“Federal Audit Provisions”) and the reporting requirements of the U.S. Department of the Treasury’s Final Rule, as amended, and other guidelines issued in connection with the American Rescue Plan Act. (1) Contractor shall assist the City in complying with the Federal Audit Provisions by providing the City, the State of Florida, the U.S. Department of the Treasury, the Treasury Office of the Inspector General, the Government Accountability Office, or other federal government entities, and any of their duly authorized representatives, access to personnel, accounts, books, records, supporting documentation, and other information relating to the performance of the Agreement or the Work (“Documentation”) necessary to complete federal audits. Contractor shall promptly assist the City in the event Documentation must be supplemented to address audit findings or other federal inquiries. (2) Contractor shall keep all Documentation up-to-date throughout the performance of this Agreement and the Work. Contractor shall provide the City with all Documentation for each fiscal year by October 1 of each year or within five days of the completion of the Work, whichever occurs first. Contractor shall assist the City in complying with additional guidance and instructions issued by the U.S. Department of the Treasury governing the reporting requirements for the use of American Rescue Plan Act Coronavirus State and Local Fiscal Recovery Funds. 3. Conflict; Addendum Prevails. In the event of any conflict or ambiguity between the terms and provisions of this Addendum and the terms and provisions of the Agreement, the terms and provisions of this Addendum shall control. 4. Agreement Ratified. Except as otherwise specifically set forth or modified herein, all terms 72 of 75 238 City of South Miami, FL Page 11 of 12 in the Agreement are hereby ratified and affirmed and shall remain unmodified and in full force and effect in accordance with its terms. 5. Defined Terms. All initial capitalized terms used in this Addendum but not otherwise defined herein shall have the same meaning ascribed thereto in the Agreement. 6. Counterparts. This Addendum may be executed in counterparts, each of which shall be deemed an original, but all of which, when taken together, shall constitute one and the same instrument. An executed facsimile or electronic copy of this Addendum shall have the same force and effect as an original hereof. [Remainder of page intentionally left blank. Signature pages follow.] 73 of 75 239 City of South Miami, FL Page 12 of 12 IN WITNESS WHEREOF, the parties hereto have caused this Addendum to be executed the day and year as first stated above. CITY OF SOUTH MIAMI By: Genaro “Chip” Iglesias City Manager Attest: By: Nkenga “Nikki” Payne, CMC, FCRM City Clerk Approved as to form and legal sufficiency: By: Weiss Serota Helfman Cole & Bierman, P.L. City Attorney Addresses for Notice: Genaro “Chip” Iglesias City of South Miami Attn: City Manager 6130 Sunset Drive South Miami, FL 33143 305-668-2510 (telephone) 305-663-6345 (facsimile) chip@southmiamifl.gov (email) With a copy to: Weiss Serota Helfman Cole & Bierman, P.L. Attn: Lillian Arango, Esq. City of South Miami Attorney 2800 Ponce de Leon Boulevard, Suite 1200 Coral Gables, FL 33134 larango@wsh-law.com (email) CONSULTANT By: Name: Title: Entity: Addresses for Notice: (telephone) (facsimile) (email) With a copy to: (telephone) (facsimile) (email) 74 of 75 240 END OF DOCUMENT 75 of 75 241 WWW.FLAPARTN ERS.COM Proposal to City of South Miami, RFP No. CSM2024-11, STATE OF FLORIDA LOBBYING SERVICES October 15, 2024 Floridian Partners, L LC 108 South Monroe Street Tallaha ssee, FL 32301 (850) 681-002 4 242 FLORIDIAN PARTNERS South*Miami THE CITY OF PLEASANT LIVING 243 FLORIDIAN PARTNERS October 15,2024 Steve P.Kulick, Chief Procurement Officer, City of South Miami 6130 Sunset Drive South Miami,FL 33143 Dear Mr.Kulick: Thank you for the opportunity to submit this proposal for your consideration to represent the City of South Miami on State Lobbying Services before the State of Florida As a lifelong resident of the area and frequent patron and supporter of the businesses within the City of South Miami,I understand and appreciate the opportunities and challenges that your City faces especially as it relates to securing additional resources to support the businesses and residents that it serves. With decades of experience,a reputation and track record of delivering results for our clients and strong working relationships throughout all levels of Florida government,our Firm is uniquely positioned to advance the City of South Miami’s agenda in Tallahassee. Attached,please find a Proposal outlining our experience and approach to representing the City of South Miami at the Capitol.We would look forward to discussing this Proposal and answering any questions you may have about it,in greater detail. Sincerely Jorge Chamizo,Partner WWW.FLAPARTNERS COM TABLE OF CONTENTS 1.7.1 - Proposal Form Package Pages 4 - 22 1.7.2 - Proof of Experience Page 23 1.7.3 - Safety Record Page 23 1.7.4 - Proposer’s Qualifications Pages 24 - 30 1.7.5 - Personnel Qualifications / Key Staff Pages 31 - 43 1.7.6 - Program Plan Pages 44 - 47 1.7.7 - Insurance Certificates Pages 48 - 49 1.7.8 - Price Proposal Page 50 Addenda Pages 51 - 54 244 1.7.1 - Proposal Form Package Complete and accurate copies with all required signatures and notarizations are included herein. 245 246 FORM 1 PROPOSAL FORM PACKAGE ACKNOWLEDGEMENTS I hereby propose to furnish the goods and services specified in the Request for Proposals,RFP No.CSM2024-11.I agree that my Proposal will remain firm for a period of 1 80 days after opened by the City in order to allow the City adequate time to evaluate the Proposal. I certify that all information contained in this Proposal is truthful to the best of my knowledge and belief.I further certify that I am duly authorized to submit this Proposal 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 Proposal is made without prior understanding,agreement, connection,discussion,or collusion with any other person,firm or corporation submitting a Proposal;no officer,employee or agent of the City of South Miami or any other Proposer has an interest in said Proposal.Furthermore,I certify that the undersigned executed this Proposal Form with full knowledge and understanding of matters therein contained and was duly authorized. I further certify that the Proposer acknowledges receipt of all Addenda issued by the City in connection with the RFP (Check the box next to each addendum received). X Addendum 1 Addendum 6 X Addendum 2 Addendum 7 X 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 Proposal: Form 1. Form 2A. Form 2B. Form 3. Form 4. Form 5. Proposal Form Package Acknowledgement. Proposer’s Certification (if Company or Corporation) Proposer’s Certification (if Partnership) Single Execution Affidavits Dispute Disclosure Certification Regarding Debarment,Suspension,&Other Responsibility Matters Primary Covered Transactions Form 6. Form 7. Form 8. Form 9. Proposer’s Qualifications Survey Price Proposal Form Reference List Key Staff &Proposed Subcontractors 27 of 75 247 FORM 1 PROPOSAL FORM PACKAGE ACKNOWLEDGEMENTS (CONTINUED) Floridian Partners,LLC NAME OF PROPOSER FIRMSIGNATUR^OT^JPOSER Jorge Chamizo,Partner NAME &TITLE,TYPED OR PRINTED MAILING ADDRESS P 0 Box 1698 Tallahassee,FL 32302 (850)681-0024 TELEPHONE NUMBER State of Florida County of Leon The foregoing instrument was acknowledged before me by means of X physical presence or online notarization,this 14 day of October ,2024,by Jorge Chamizo (name of person)as _ Partner (type of authority)for Floridian Partners (name of party on behalf of whom instrument is executed)._ KELLY M.O'NEAL Expires December 26,2024 Bonded Thru Troy Fain Intwanca 800-385-7019 X Personally known to me;or Produced identification (Type of Identification:) Did take an oath;or Did not take an oath 27 of 75 248 FORM 2B PROPOSER’S CERTIFICATION (if Partnership) CERTIFICATE STATE OF Florida ) )SS COUNTY OF Leon ) I HEREBY CERTIFY that a meeting of the Partners of Floridian Partners,LLC,a Partnership existing under the laws of the State of Florida,held on October 10,2024,the following resolution was duly passed and adopted: “RESOLVED,that Jorge Chamizo as Partner of the Partnership,be and is hereby authorized to execute the Proposal dated 10/14/2024,to the City of South Miami for RFP No.CSM2024-11 STATE OF FLORIDA LOBBYING SERVICES 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 14 ,day of October , 2024. gpcretatw (SEAL) 29 of 75 249 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 PROPOSER OR PROPOSER AND NOTARIZED BELOW.IN THE EVENT THE PROPOSER OR PROPOSER CANNOT SWEAR TO ANY OF THESE AFFIDAVIT STATEMENTS,THE PROPOSER OR PROPOSER IS DEEMED TO BE NON¬ RESPONSIBLE AND IS NOT ELIGIBLE TO SUBMIT A PROPOSAL/PROPOSAL. THESE SINGLE EXECUTION AFFIDAVITS ARE SUBMITTED TO THE CITY OF SOUTH MIAMI AND ARE STATEMENTS MADE: By:Jorge Chamizo For (Name of Proposing or Bidding Entity):Floridian Partners.LLC Whose business address is:108 S.Monroe Street,Tallahassee,FL 32301 And (if applicable)its Federal Employer Identification Number (FEIN)is:65-1029422 (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 12101 12213 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. JC Proposer Initials 30 of 75 250 Public Entity C rimes Affidavit I understand that a “public entity crime”as defined in Paragraph 287.133(l)(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 Proposal 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(l)(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 287.1 33(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 287.1 33(l)(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 proposals or applies to Proposal 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.) X 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 31 of 75 251 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 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. JC Proposer Initials No Conflict of Interest or Contingent Fee Affidavit Proposer 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.Proposer 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,Proposer 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 Proposer should the Proposer be selected for the performance of this contract. JC Proposer Initials Business Entity Affidavit Proposer 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 Proposer 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 Proposer.Material interest means direct or indirect ownership of more than 5%of the total assets or capital stock of the Proposer.Any exception to these above described restrictions must be expressly provided by applicable law or ordinance and be confirmed in writing by City.Further,Proposer recognizes that with respect to this transaction or Proposal,if any Proposer violates or is a party to a violation of the ethics 32 of 75 252 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 Proposer may be disqualified from furnishing the goods or services for which the Proposal or Proposal is submitted and may be further disqualified from submitting any future proposals or Proposal for goods or services to City. JC Proposer Initials Anti-Collusion Affidavit 1 .Proposer/Proposer has personal knowledge of the matters set forth in its Proposal/Proposal and is fully informed respecting the preparation and contents of the attached Proposal/Proposal and all pertinent circumstances respecting the Proposal/Proposal; 2.The Proposal/Proposal is genuine and is not a collusive or sham Proposal/Proposal;and 3.Neither the Proposer/Proposer 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 Proposer/Proposer,firm,or person to submit a collusive or sham Proposal/Proposal,or has in any manner,directly or indirectly, sought by agreement or collusion or communication or conference with any other Proposer/Proposer,firm,or person to fix the price or prices in the attached Proposal/Proposal or of any other Proposer/Proposer,or to fix any overhead,profit,or cost element of the Proposal/Proposal price or the Proposal/Proposal price of any other Proposer/Proposer,or to secure through any collusion,conspiracy,connivance or unlawful agreement any advantage against the City or any person interested in the proposed Contract. JC Proposer Initials Scrutinized Company Certification 1.Proposer 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 RFP at its sole option if the Proposer or its subcontractors are found to have submitted a false certification;or if the Proposer,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 RFP is for more than one million dollars,the Proposer 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 RFP at its sole option if the Proposer,its affiliates,or its subcontractors are found to have submitted a false certification;or if the Proposer,its affiliates, or its subcontractors are placed on the Scrutinized Companies with Activities in Sudan List,or 33 of 75 253 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 Proposer agrees to observe the above requirements for applicable subcontracts entered into for the performance of work under the Agreement that may result from this RFP.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. JC Proposer Initials Drug-Free Workplace Affidavit Proposer hereby recognizes that,pursuant to F.S.§287.087,preference shall be given to businesses with drug-free workplace programs when two proposals/Proposal are equal with respect to price,quality,and service.Proposer understands that in order to qualify as a drug-free workplace,Proposer 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. b)Inform employees about the dangers of drug abuse in the workplace,the Proposer’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 RFP 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 RFP.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.) X The entity submitting this sworn statement is a drug-free workplace and is in full 34 of 75 254 compliance with the requirements set forth under F.S.§287.087. The entity submitting this sworn statement is not a drug-free workplace. JC Proposer Initials City Non-Discrimination Requirements Affidavit Proposer 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. Proposer 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. Proposer 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. JC Proposer Initials Acknowledgment,Warranty,and Acceptance 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 RFP No.CSM2024-05 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 Proposal is true and accurate. JC Proposer Initials [REMAINDER OF PAGE LEFT INTENTIONALLY BLANK. SIGNATURE PAGE FOLLOWS.] 35 of 75 255 Pri Title: Signed,scaled a delivered by: State of Florida County of Leon ACKNOWLEDGMENT of party on behalf of whom instrument is executed). Personally known to me;or .20 24 ,by Jorge Chamizo (type of authority)for online notarization,this 14 day of October (name of person)as Partner The foregoing instrument was acknowledged before me by means of X physical presence or _ Notary-Public (tyrint,Stamp,or Type as Commissioned) Produced identification (Type of Identification: ) Did take an oath;or Did not take an oath 36 of 75 256 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 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, Proposal 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 Proposal or Proposal for the City of South Miami. ACKNOWLEDGMENI State of Florida County of Leon The foregoing instrument was acknowledged before me by means of X physical presence or online notarization,this 14 day of October 20 24 ,by Jorge Chamizo (name of person)as Partner (type of authority)for Floridian Partners,LLC (name or party on behal '1 H %Commission #HH 036661ExpiresDecember26,2024BondedThruTroyFainInwrance8OM85-7019 1 X Personally known to me; Produced identification (Type of Identification: Did take an oath;or Did not take an oath Notary'PublicWrint,Stamp,or Type as Commissioned) ) 37 of 75 257 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 19160-1921 1).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. Business Name Floridian Partners,LLC Date October 14.2024 Signature of Authorized Representative Jorge Chamizo Name and Title of Authorized Representative 38 of 75 258 FORM 6 PROPOSER’S QUALIFICATIONS SURVEY COMPANY QUALIFICATIONS QUESTIONNAIRE Please complete this Company Qualifications Questionnaire.By completing this form and submitting a response to the RFP,you certify that any and all information contained in the Proposal is true,that your response to the RFP is made without prior understanding,agreement,or connections with any corporation,firm or person submitting a response to the RFP 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 RFP,and certify that you are authorized to sign for the Proposer’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”. Floridian Partners,LLC Firm Name 108 S.Monroe Street,Tallahassee,FL 32301 Principal Business Address 850-681-0024 850-681-0354 Telephone Number Facsimile Number jorge@flapartners.com Email Address 65-1029422 Federal I.D.No.or Social Security Number N/A 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?24 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: L00000009690 August 11,2000 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 Category License No.Date Licensed 40 of 75 259 Please indicate the type of entity form of the Firm (if other,please describe): Individual Partnership Corporation X LLC LLP Other Please identify the Firm’s primary business:Governmental Consulting Please identify the number of continuous years your Firm has performed its primary business:24 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: Please identify the name,license number,and issuance date of any prior companies that pertain to License/Certification Type Name of Entity Issuing License or Certification License No.License Issuance Date Florida Bar Member Florida Bar 365180 10/3/2000 Florida Bar Member Florida Bar 001996 4/29/1994 Florida Bar Member Florida Bar 072322 10/5/2009 License/Certification Type Name of Entity Issuing License or Certification License No.License Issuance Date 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) Jorge Chamizo Partner All Charlie Dudley Partner All 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,2 mechanics,etc.): INSURANCE INFORMATION Total No.of Employees 12 Total No.of Managerial/Administrative Employees 12 Total No.of Trades Employees by Trade 0 Please provide the following information about the Firm’s insurance company: Nationwide Insurance Insurance Carrier Name Amanda Lewis Insurance Carrier Contact Person 41 of 75 260 1 West Nationwide Blvd.Columbus,OH 43215 877-669-6877 amanda@mckeeagency.com Insurance Carrier Address Telephone No.Email Has the Firm filed any insurance claims in the last five (5)years?X 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: Owner/Partner Name Title Ownership (%) Charles Dudley Partner 50% Jorge Chamizo Partner 50% Please identify whether any of the owners/partners identified above are owners/partners in another entity: No X 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 (%) Charles Dudley Charles Dudley PA 100% Jorge Chamizo Capitol Partners 100% Jorge Chamizo Coastal Care Services 18.5% Jorge Chamizo IJC Properties 50% Jorge Chamizo Prime Pizza Group 50% RECENT CONTRACTS Please identify the five (5)most recent contracts in which your Firm has provided services to other public entities: Public Entity Name Contact Person Telephone No.Email Address Date Awarded Panama City Beach Drew Whitman 850-258-4861 Drew.whitman@pcbfl.gov 3/1/2019 Broward County Marty Cassini 954-895-5325 mcassini@broward.gov 2/1/2019 Broward Health Kathy Salerno 954-473-7181 ksalerno@browardhealth.org 1/1/2007 FSU Foundation Lina Rojas 305-301-8407 Lina.rojas@fsu.edu 8/1/2023 FL Gulf Coast Univ,Jen Goen 239-823-5718 jgoen@fgcu.edu 3/1/2015 By signing below,Proposer certifies that the information contained herein is complete and accurate to the best of Proposer’s knowledge. Firm:Floridian Partners,LLC Authorized Signature:Date:October 14,2024 Print or Type Name:Jorge Chamizo Title:Partner 41 of 75 261 FORM 7 PRICE PROPOSAL If awarded a contract pursuant to Request for Proposal RFP No.CSM2024-11,the undersigned proposer agrees to provide the Services,as set forth in greater detail in the RFP documents, specifically Section 3.“Scope of Services,”at the rates listed below,which are inclusive of all costs necessary to provide the Services. YEAR ANNUAL AMOUNT YEAR 1 $50,000 YEAR 2 $50,000 YEAR 3 $50,000 OPTION YEAR 4 $55,000 OPTION YEAR 5 $55,000 TOTAL S 260,000 Firm:Floridian Partners,LLC Authorized Signature:Date:October 14,2024 Print or Type Name:Jorge Chamizo Title:Partner 42 of 75 262 FORM 9 KEY STAFF &PROPOSED SUBCONTRACTORS Please complete the foliowin required,please copy/duplica STAFF g chart with the Firm’s proposed Key St te this page and attach to this Form.Additio iff.If additional space is nal space:WNo Yes Name Title Years of Experience Years with Firm Licenses/Certifications Jorge Chamizo Partner 24 19 Florida Bar 365180 Charlie Dudley Partner 35 24 Florida Bar 001996 Melissa Ramba Partner 20 5 Toby Philpot Partner 14 2 Florida Bar 072322 Hunter Flack Associate 4 1 George Feijoo Partner 8 8 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 utilizes a team approach where each member of the team assists the lead lobbyist for a given client on any tasks or assignments that may be necessary.Each team member is cross-trained on the unique needs and requirements for a given client and is kept up to date on all activities relating to that client. 47 of 75 263 Please identify each Key Staff member’s engagement commitments that will exist concurrently with the City’s Services: PROPOSED SUBCONTRACTORS Key Staff Name Area of Responsibility Client Commitment (Hours/week) Period of Engagement The undersigned Proposer hereby designates,as follows,all major subcontractors whom they propose to utilize for the major areas of work for the services.The bidder 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 bidder’s proposal.(If no subcontractors are proposed,state “None”on first line below.) Subcontractor Name &Address Scope of Work License Number Firm:Floridian Partners.LLC Authorized Signature:Date:October 1 4,2024 Print or Type Name:Jorge Chamizo Title:Partner 47 of 75 1.7.2 - Proof of Experience Founded in 2001, Floridian Partners, LLC is a full-service governmental affairs consulting firm specializing in state and local government advocacy, appropriations, and public affairs. Consistently ranked as one of the top firms in Florida, Floridian Partners, LLC is comprised of a team of accomplished policy experts, public opinion influencers, and issue advocates , who work together, to achieve our clients’ desired outcomes. The strength of our Firm lies in the sophisticated professionals who form our team. The Firm consists of former legislative and executive branch insiders with over 90 years of combined experience within and around Florida Government. Each individual brings his or her unique experiences, qualifications and relationships to help achieve our client’s objectives. Through our work, our team of professionals have developed a deep understanding of various policy areas, a keen grasp of both the legislative, budgetary and regulatory processes and the necessary steps to be successful in each, aa track record of delivering results and an excellent reputation for hard work and integrity amongst both decisionmakers and our peers. We are active participants in the political process and enjoy relationships with key decision makers at all levels of Florida government. Examples of recent client successes include the following: • $3.6M appropriation for the construction of a new fire station for the City of Panama City Beach • $1M for the construction of a new K-9 Training Facility for the City of Panama City Beach • $2.5M appropriation for maintenance and improvements to Gulf Shore Playhouse • $14M in Public Education Capital Outlay funding for Florida Gulf Coast University • $5M appropriation to assist with facilities expansion at Lee Health System • $21M Community Development Block Grant award for the City of Panama City Beach 1.7.3 - Safety Record Our Firm has an excellent safety and compliance record and has not had any complaints, assessments, citations, claims or losses in the provision of any of the services that we offer since 2001. 264 1.7.4 - Proposer’s Qualifications 1.7.4.1 – Floridian Partners, LLC has been in continuous business since 2001. 1.7.4.2 & 1.7.4.3 – Copies of applicable Florida corporate registration, professional business licenses and proof of insurance included herein. 1.7.4.4 – List of Current and Past Clients included herein. 1.7.4.5 – Floridian Partners, LLC has no official complaints within the last 2 years. 1.7.4.6 – Principal in Charge and Experience: Jorge Chamizo, Esq., Partner 108 South Monroe Street. Tallahassee, FL 32301 (850) 681-0024 - Office (850) 980-0551 - Mobile Jorge@FlaPartners.com – Email www.FlaPartners.com An attorney and governmental affairs consultant, Jorge Chamizo has been representing clients before the Executive Branch of the Governor, Florida Legislature, Florida Department of Health, Agency for Healthcare Administration, Florida Public Service Commission, Florida Department of Environmental Protection, Florida Department of Business and Professional Regulation and other state regulatory agencies on matters related to healthcare, energy, telecommunications, professional licensure, appropriations, transportation, public procurement and general business regulation since 2002. Mr. Chamizo received his law degree with honors from Florida State University College of Law in 2000 and his undergraduate degree in business administration from the University of Miami in 1996. Mr. Chamizo is the recipient of the Cuban American Bar Association Pro Bono Project award and Presidents Award from the Florida Association of Criminal Defense Lawyers for his advocacy efforts on behalf of both organizations in Tallahassee. Jorge splits his time between Tallahassee and Coral Gables and regularly frequents the various businesses within the City of South Miami. 1.7.4.7 – Team Member Experience The experience of all team members who will be assigned to represent the City of South Miami, if chosen, exceeds these requirements. 265 266 Articles of Organization for Barreto,Cunningham,May,Dudley and Maloy,LLC Article I.The name of the limited Barreto,Cunningham,May,Dudley and Maloy, liability company is LLC. Article II.The mailing address and street address of the principal office of the limited liability company is: Barreto,Cunningham,May,Dudley and Maloy,LLC 235 Catalonia Avenue Coral Gables,FL 33134-6704 Article III.The name and the Florida street address of the registered agent are: Charles F.Dudley 412 Ingleside Avenue Tallahassee,Florida 32303 Having been named as registered agent and to accept service ofprocessfortheabovestatedlimitedliabilitycompanyatthe place designated in this certificate,I hereby accept the appointment as registered agent and agree to act in this capacity.I further agree to comply with the provisions of all statutes relating to the proper and complete performance of my duties,and I am familiar with and accept the obligations of mypositionasregisteredagentasprovidedforinChapter608,F.S. E EEEEtdi.Registered Agent's Signature /J Article IV.Barreto,Cunningham,May,Dudley and LLC,is an owner-managed limited liability company. Article V.The effective date of these Articles Organization is August 11,2000. (In accordance with section 608.408(3),Floridatheexecutionofthisdocumentconstitutesanaf under the penalties of perjury that the facts staretrue.) Charles F.Dudley Charles Dudley,PA 267 COVER LETTER TO:Registration Section Division of Corporations subject:Barreto,Cunningham,May,Dudley,Maloy,Reyes &Guzzo,LLC (Name of Limited Liability Company) The enclosed Articles of Amendment and fee(s)are submitted for filing. Please return ail correspondence concerning this matter to the following: Kelly O'Neal (Name of Person) Barreto,Cunningham,May,Dudley,Maloy,Reyes &Guzzo,LLC (Firm/Company) 108 South Monroe Street,Suite 200 (Address) Tallahassee,FL 32301 (City/State and Zip Code) For further information concerning this matter,please call: Kelly O’Neal at(850 }681-0024 (Name of Person)(Area Code &Daytime Telephone N umber) Enclosed is a check for the following amount: ||$25.00 Filing Fee |/|$30.00 Filing,Fee & Certificate of Stams ||$55.00 Filing Fee & Certified Copy (additional copy is enclosed) |[$60.00 Filing Fee, Certificate of Status & Certified Copy (additional copy is enclosed) MAILING ADDRESS: Registration Section Division of Corporations P.O.Box 6327 Tallahassee,FL 32314 STREET/COURIER ADDRESS Registration Section Division of Corporations Clifton Building 2661 Executive Center Circle Tallahassee,FL 32301 268 ARTICLES OF AMENDMENT TO ARTICLES OF ORGANIZATION OF Barreto,Cunningham,May,Dudley,Maloy,Reyes &Guzzo,LLC (Present Name)(A Florida Limited Liability Company) Effective Date /LIp FIRST:The Articles of Organization were filed on August 11,2000 and ^gned document number L00000009690 _ SECOND:This amendment is submitted to amend the following: Please change name to: Floridian Partners,LLC Effective January 5,2007 Dated December 20 ,2006 presentattve of a member Filing Fee:S25.00 Charles F.Dudley Typed or printed name of signee 108 S MONROE ST TALLAHASSEE, FL 32301 Current Principal Place of Business: Current Mailing Address: P O BOX 1698 TALLAHASSEE, FL 32302 US Entity Name: FLORIDIAN PARTNERS, LLC DOCUMENT# L00000009690 FEI Number: 65-1029422 Certificate of Status Desired: Name and Address of Current Registered Agent: DUDLEY, CHARLES F 534 BOBBIN BROOK LANE TALLAHASSEE, FL 32312 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 Feb 14, 2024 Secretary of State 5607651456CC CHARLES F DUDLEY OWNER 02/14/2024 2024 FLORIDA LIMITED LIABILITY COMPANY ANNUAL REPORT No Title MGR Name DUDLEY, CHARLES Address 108 SOUTH MONROE STREET City-State-Zip:TALLAHASSEE FL 32301 269 Current Client List • A1A Behavioral Services • Adoption-Share • Associated Industries of Florida • American International Group, Inc. • Amigos Foundation • Allstate • Anthem / Elevance • Bottled Water Association • Broward County • Centene/Sunshine Health • City of Panama City Beach • CNA • Care Options for Kids Health Group • Covetrus • Cuban American Bar Association • Dealer Consulting • Duke Energy • Exela • FCCI • Florida Gulf Coast University • Florida Hospital Association • Florida Insurance Council • Florida Internet and Television • Florida Assn of Motorist Service Providers • Florida Family Insurance Company • Florida Health Care Association • FSU Foundation • HCAS • Health Network One • HealthSherpa • HP • Improved Construction Practices Committee • JM Family • John Deere • Knox Horticulture • Lee Health • Liberty Mutual • Mackinac Action Center • Magellan • Maximus • Milliman • Morse Life • Naples Botanical Garden • North Broward Hospital District • NCCI • Petland • Prime Therapeutics • Rocket Mortgage • Ryze Claim Solutions • Seminole Tribe of Florida • Solarus • South Florida Hispanic Chamber of Commerce • Southern Disaster Recovery • St. Joe • Summit Consulting • Suncoast Beverage Sales • Total Wine • UBER • US Chamber of Commerce • US Sugar • Venable 270 Past Clients • ADT • ALICO • Anheuser-Busch Companies, Inc. • Avail • Bill's Nursery • Cansortium Holdings, LLC. • CARCO Group Inc. • CNH Industrial • Columbia Casualty Co. • DentaQuest • Dorado Acquisition, Inc. • Drift • Florida Assn of Criminal Defense Lawyers • Floridians Against Mandatory Minimums • FGA Action (Opportunity Solutions) • Fines and Fees Justice Center • Florida Realtors • Gulf Power • Marie Selby Botanical Gardens • Metro Traffic School • National Strategies • Peoples Gas System • PEW • Publix Super Markets • Pure Beauty Farms • RedSpeed USA • Retreat Behavioral Health • Reviver Auto • Suffolk • Tampa Electric Company • TECO Energy Inc. • TracFone Wireless, Inc. • U S Chamber Institute for Legal Reform • U S Sugar 271 1.7.5 - Personnel Qualifications/Key Staff 1.7.5.1 – Form 9, Key Staff and Proposed Subcontractors is attached below 1.7.5.2 – Organizational chart is attached below 1.7.5.3 – References are attached below 1.7.5.4 – Team member resumes are attached below 1.7.5.5 – N/A per Addendum No. 3 272 273 FORM 9 KEY STAFF &PROPOSED SUBCONTRACTORS Please complete the foliowin required,please copy/duplica STAFF g chart with the Firm’s proposed Key St te this page and attach to this Form.Additio iff.If additional space is nal space:WNo Yes Name Title Years of Experience Years with Firm Licenses/Certifications Jorge Chamizo Partner 24 19 Florida Bar 365180 Charlie Dudley Partner 35 24 Florida Bar 001996 Melissa Ramba Partner 20 5 Toby Philpot Partner 14 2 Florida Bar 072322 Hunter Flack Associate 4 1 George Feijoo Partner 8 8 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 utilizes a team approach where each member of the team assists the lead lobbyist for a given client on any tasks or assignments that may be necessary.Each team member is cross-trained on the unique needs and requirements for a given client and is kept up to date on all activities relating to that client. 47 of 75 274 Please identify each Key Staff member’s engagement commitments that will exist concurrently with the City’s Services : PROPOSED SUBCONTRACTORS Key Staff Name Area of Responsibility Client Commitment (Hours/week) Period of Engagement The undersigned Proposer hereby designates,as follows,all major subcontractors whom they propose to utilize for the major areas of work for the services.The bidder 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 bidder’s proposal.(If no subcontractors are proposed,state “None”on first line below.) Subcontractor Name &Address Scope of Work License Number Firm:Floridian Partners.LLC Authorized Signature:Date:October 14.2024 Print or Type Name:Jorge Chamizo Title:Partner 47 of 75 Charlie Dudley Jorge Chamizo George Feijoo Melissa Ramba Toby Philpot Hunter Flack 1.7.5.2 - Organizational Chart 275 FORM 8 REFERENCE LIST IN ADDITION TO THE INFORMATION REQUIRED ON THIS FORM, PROPOSER 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 43 of 75 276 REFERENCE #2 Public Entity Name: North Broward Hospital District d/b/a Broward Health Reference Contact Person/Title/Department: Shane Strum, President/CEO, Broward Health Contact Number & Email sstrum@browardhealth.org; (954) 473-7054 Public Entity Size/Number of Residents/Square Mileage: Over 10,000 employees Event(s) Completed (include Name of Project/Event, Date of Event Start/Completion, Details on Size/Scope of Work/Complexity) Floridian Partners has represented Broward Health in Tallahassee on various key issues facing the district. More recently, Jorge Chamizo and the team at Floridian Partners helped with securing slots for our PACE Program. Is the Contract still Active? Yes, X No 44 of 75 277 REFERENCE #3 Public Entity Name: Florida State University Reference Contact Person/Title/Department: Lina Rojas, Legislative Affairs Manager, Governmental Relations Contact Number & Email 305-301-8407, lina.rojas@fsu.edu Public Entity Size/Number of Residents/Square Mileage: N/A Public State University, the student enrollment for fall 2023 was 43,701. FSU’s operating budget is 2.1 billion dollars of which almost $1 billion comes from public funds. Event(s) Completed (include Name of Project/Event, Date of Event Start/Completion, Details on Size/Scope of Work/Complexity) Floridian Partners is one of the firms on contract to represent Florida State University on all matters relating to health policy. Is the Contract still Active? Yes X No 44 of 75 278 An attorney and governmental consultant, Jorge represents a variety of clients before the Florida Legislature, Executfve Office of the Governor, Agency for Healthcare Administratfon, Florida Department of Health, Florida Public Service Commission, and other state regulatory agencies on matters related to healthcare, energy, telecommunicatfons, professional licen- sure, public procurement and business regulatfon. Before joining the Firm, Jorge served as Chief Advisor to the Chairman of the Florida Public Service Commission. In that capacity, Jorge gave counsel to the Chairman on legal and policy matters, and was the Chairman’s liaison to the Florida Legislature as well as state and local government agencies. Apart from his legal and governmental experience, Jorge brings to Floridian Partners over a decade of business experience in the insurance industry in the area of marketfng, sales and management. Our Team “The daily work of government creates immense value in the market - We capture it for you” Jorge Chamizo 279 Charlie is a founding member and the managing partner of Floridian Partners. Charlie is an attorney specializing in all aspects of communicatfon and administratfve law. Charlie serves as the general counsel and chief lobbyist to the Florida Internet and & Television Associatfon (FIT) and as such, he is in regular contact with Florida-based and cor- porate representatfves of the country’s largest communicatfons providers regarding legisla- tfve, regulatory, tax, data privacy and other aspects of law. In 1996, Charlie was appointed by then Governor Lawton Chiles to the Florida Telecommuni- catfons Tax Task Force, where he successfully advocated for the development of a unified or flat taxing scheme for communicatfons services in the state of Florida, which was adopted by the Florida Legislature resultfng in the Communicatfons Services Tax Simplificatfon Act. Our Team “The daily work of government creates immense value in the market - We capture it for you” Charlie Dudley 280 Melissa has been lobbying in Florida for 18+ years. She joined Floridian Partners in 2018 after serving as Vice President for the Florida Retail Federatfon and Georgia Retailers where she managed and lobbied in both states. Prior to that she served as Director of Government Affairs for the March of Dimes, the Florida Department of Community Affairs and Executfve Assistant to Congressman Ed Whitiield (KY) in Washington DC. Melissa specializes in growth management, tax, building codes, affordable housing, pharma- cy, retail and overall business issues. She also specializes in being a mom to Megan, Harley and Virginia Kate as well as a wife to David. She is a graduate of Florida State University and is a member of the Board of Trustees at the Florida House in Washington DC. In her free tfme Melissa enjoys playing golf, traveling and drinking great Cabernet. Our Team “The daily work of government creates immense value in the market - We capture it for you” Melissa Ramba 281 Toby Philpot joined Floridian Partners on September 15, 2022. Toby is a health care policy expert and veteran politfcal strategist whose practfce focuses on assistfng Floridian’s health care clients with their legislatfve and executfve advocacy needs. Prior to joining Floridian, Toby served for five years as chief of staff for the Agency for Health Care Administratfon (AHCA), where he served under three AHCA secretaries. In this capacity, he managed the daily operatfons of one of the largest agencies in state government, with oversight of Florida’s Medicaid program, and the licensing and regulatfon of Florida’s health care facilitfes. Drawing on this experience, Toby is uniquely positfoned to advise managed care organizatfons, hospitals, long-term care, hospice and post-acute providers on Medicare and Medicaid program issues. While at AHCA, Toby coordinated with the Deputy Secretary of Medicaid and Deputy Secre- tary of Health Quality Assurance on all Medicaid program changes, federal waivers, regulato- ry reforms and pending litfgatfon. What’s more, he spearheaded the advancement of all AHCA legislatfve proposals and joint initfatfves with the FL Department of Health, FL Depart- ment of Children & Families, and the FL Department of Elder Affairs. Our Team “The daily work of government creates immense value in the market - We capture it for you” Toby Philpot 282 Leveraging his success in politfcal campaigns and experience in strategic planning, coalitfon building and legislatfve policy analysis, Hunter maps and plows pathways to victory for our client’s goals. Before joining Floridian Partners, Hunter served as a senior legislatfve aide to State Senator Joe Gruters, former Chair of the Republican Party of Florida. During his tfme in the legislatfve process, Hunter worked with numerous and diverse private and public stake- holders where he focused on a wide range of legislatfve issues relatfng to budget and policy. Our Team “The daily work of government creates immense value in the market - We capture it for you” Hunter Flack 283 With over a decade of experience in the financial services industry, George is a Florida lobbyist and insurance consultant whose practfce focuses on assistfng his clients in the development and implementatfon of strategies that meet their business, marketfng, legis- latfve, and regulatory prioritfes. While at Floridian Partners, he has helped further the regulatory interests of our natfonal and domestfc clients in several states. Projects worked on have included product approval such as form and rate filings, relief of market conduct investfgatfons, financial solvency filings, applicatfon, mergers & acquisitfons, and agency rulemaking. Florida agencies he works closest with include the Department of Financial Services, Office of Insurance Regulatfon and Office of Financial Regulatfon. Our Team “The daily work of government creates immense value in the market - We capture it for you” George Feijoo 284 1.7.6 - Program Plan As outlined above, our Firm uses a team approach in its representation of each client. While there is a Principal in Charge (Team Leader) whose job it is to “quarterback” the overall effort, every other member of the team will be at your disposable and wil l be kept up-to-date on what every other team member is working on for a given client. The scope of services to be provided to the City shall include all Services including in Section 3.3 of the RFP to include: • Collaborate with City officials and subject matter experts to develop and execute a recurring and annual State legislative action plan to represent and support the City of South Miami’s priorities and interests with key State legislators, relevant committee chairs and influential legislators, relevant State agencies, related organizations, and the Governor’s Office. • Facilitate regular meetings with key State legislators, the Governor’s office, and State agency officials to strengthen relationships and maintain support for the City’s current and projected priorities and interests. • Provide consultation and advice to the City in identifying, defining, and pursuing its annual State legislation and appropriations requirements and requests. • Provide expertise and help outline the City’s tactics and techniques to implement the pursuit of its annual State legislation and appropriations requests in a professional and image conscious manner. • Assist the City in developing and submitting convincing, accurate and timely State legislative request documents and related communications. Ensure items are introduced and presented to City’s representatives and key State leadership early in the legislative process and at critical timelines throughout the legislative session. • Facilitate, coach and prepare the City for meetings and communications with relevant State legislators, their staff, committee members and leadership to effectively guide City legislative requests throughout the State legislative session. • Represent and advocate for the City’s priorities and interests throughout the year by collaborating with key State legislators and State agency staff. Particularly focus efforts during the State legislative session to facilitate access and influence on desired outcomes for the City. • Monitor and provide regular updates on the progress of State legislation, regulatory and appropriations actions that may affect the City’s priorities and interests. Inform and assist the City in making necessary tactical or technical moves and/or changes to influence desired outcomes for the City. • Provide general advice, suggested strategies, and research relating to issues important to the City of South Miami’s State level legislation, regulatory and appropriations priorities and interests. 285 • Facilitate programmatic, grant, and technical support coordination with relevant State agencies. • Seek and coordinate grant funding opportunities applicable to the City. This includes identifying relevant State grant programs and advocating for the City’s eligibility and alignment with grant criteria. As indicated above, our Firm and every team member is an active parti cipant in the political process both in terms of raising significant campaign dollars for candidates and political parties as well as volunteering our time to help them get elected. Our Firm has excellent working relationships at all levels of Florida government including, but not limited to: Cabinet Members: o Governor Ron Desantis o Lieutenant Governor Jeanette Nunez o Attorney General Ashley Moody o Chief Financial Officer Jimmy Patronis o Commissioner of Agriculture Wilton Simpson Incoming Leadership: o Speaker-Designate Danny Perez o Senate President-Designate Ben Albritton o Senate Minority Leader-Designate Jason Pizzo o Senator Jim Boyd (Expected Senate President 2026-2028) o Senator Jay Trumbull (Expected Senate President 2028-2030) o Representative Sam Garrison (Expected Speaker 2026-2028) o Representative Jennifer Canady (Expected Speaker 2028-2030) o Representative Lawrence McClure o Representative Wyman Duggan o Representative James Buchanan o Senator Ed Hooper o Senator Joe Gruters Miami-Dade Delegation Members: o Senator Alexsis Calatayud o Senator Ana Maria Rodriguez o Senator Ilean Garcia o Senator Bryan Avila o Senator Shevrin Jones o Representative Demi Busatta Cabrera o Representative Vicki Lopez o Representative David Borrero o Representative Tom Fabricio 286 o Representative Michael Redondo o Representative Alex Rizo o Representative Juan Carlos Porras In terms of key staff, our Firm has an excellent working relationship throughout the Florida Capitol, including: Executive Office of the Governor o James Uthmeier, Chief of Staff, Governor Desantis o Anastosios “Stasi” Kamoutsas, Deputy Chief of Staff, Governor Desantis o Katie Strickland, Deputy Chief of Staff, Governor Desantis o Cody Farrill, Deputy Chief of Staff, Governor Desantis o Peter Cuderman, Legislative Affairs Director Executive Branch Agencies: o Kevin Guthrie, Director, Florida Department of Emergency Management o Jared Purdue, Secretary, Florida Department of Transportation o Leda Kelly, Chief of Staff, Florida Department of Transportation o Jack Rogers, Legislative Affairs Director, Florida Department of Transportation Florida Senate o Andrew Mackintosh, Chief of Staff, Florida Senate President-Designate Albritton o Reynold Meyer, Deputy Chief of Staff, Florida Senate President-Designate Albritton o Katie Betta, Deputy Chief of Staff, Florida Senate President-Designate Albritton o Tim Sadberry, Staff Director, Senate Appropriations Committee o Rob Vickers, Staff Director, Senate Transportation Committee o James Knudson, Staff Director, Senate Banking & Insurance o Allen Brown, Staff Director, Senate Health Policy o Charlotte Jerrett, Staff Director, Senate Transportation, Tourism & Economic Development Florida House o Matt Bahl, Chief of Staff, House Speaker-Designate Danny Perez o Tom Hamby, Deputy Chief of Staff, House Speaker-Designate Perez o Eric Pridgeon, Budget Chief, House Appropriations Committee o Greg Davis, Budget Chief, House Infrastructure & Tourism Appropriations o Kurt Hamon, Staff Director, House Commerce Committee o Heather Williamson, Staff Director, House Staff Affairs Committee o Cochran Keating, Staff Director, House Energy, Telecommunications and Cybersecurity Subcommittee o Eric Lloyd, Staff Director, Insurance & Banking Subcommittee 287 o Laura Anstead, Staff Director, House Regulatory Reform & Economic Development Subcommittee o Tiffany Harrington, Staff Director, Infrastructure Strategies Subcommittee o Alex Moore, Staff Director, Agriculture, Conservation & Resiliency Subcommittee As it relates to the topical areas of interest identified in subsection 3.3.1, our Firm has experience in just about all of them. Jorge Chamizo was former Chief Policy Advisor for the Chairman of the Public Service Commission and is well versed on electric utility undergrounding and reliability matters. Similarly, Mr. Chamizo was involved when our client, the City of Panama City Beach attempted to ban motorized scooter rentals from operating within the city limits and generally aware of similar efforts by other local governments in Florida. Toby Philpot was former Legislative Affairs Director for the Florida Department of Transportation and is familiar with traffic and multi-modal mobility and safety matters. He also has excellent relationships throughout the Florida Department of Transportation. Additionally, Mr. Philpot, who Co-Chairs our Firm’s Healthcare Practice Group, was former Chief of Staff for the Agency for Healthcare Administration, the agency that regulates and oversees Florida’s assisted living facilities, hospitals and nursing homes. As such, he has extensive knowledge of senior and special needs programming matters as well as emergency management planning, preparation and response. Charles Dudley, who serves as general counsel to the Florida Internet and Television Association, is well familiar with the regulations and governance of condominium and homeowners association. Mr. Dudley co-authored The Law of Florida Homeowner’s Association, now in its 12th Edition. Additionally, in his role as General Counsel for that association he regularly interacts with local governments on building code standards. George Feijoo, who Co-Chairs our Financial Services Practice Group, which includes the representation of over a dozen property insurance companies, has a deep understanding of the challenges facing the property insurance market and the regulation of insurance products and services in Florida. Conflict of Interest None. 288 1.7.7 - Insurance Certificates 1.7.7.1 – Commercial General Liability attached below 1.7.7.2 – Workers Compensation & Employer’s Liability attached below 1.7.7.3 – Business Automobile Liability attached below 289 290 ACORD CERTIFICATE OF LIABILITY INSURANCE DATE (MM/DD/YYYY) 9/5/2024 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER.THISCERTIFICATEDOESNOTAFFIRMATIVELYORNEGATIVELYAMEND,EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIESBELOW.THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S),AUTHORIZEDREPRESENTATIVEORPRODUCER,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 rights to the certificate holder in lieu of such endorsement(s). PRODUCER McKee Insurance Agency1701HermitageBlvd,Ste 201TallahasseeFL32308 License#LI00460 CONTACT ...name:Amanda Lewis WCjLexH;850-224-6055 (WC,Nov 850-513-0646 E-MAIL ._.address:amanda@mckeeagency.com INSURER(S)AFFORDING COVERAGE NAIC# insurer A:Beazley Insurance Company,Inc.37540 INSURED FLORPAR-08 Floridian Partners LLC 108 S Monroe StTallahasseeFL32301-1584 insurer b :Nationwide Affinity Insurance Company of America 26093 insurer c :Nationwide Assurance Company 10723 insurer d:Nationwide Mutual Insurance Company 23787 INSURER E : INSURER F : COVERAGES CERTIFICATE NUMBER:72428492 REVISION NUMBER: 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 THISCERTIFICATEMAYBEISSUEDORMAYPERTAIN,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. DESCRIPTION OF OPERATIONS I LOCATIONS /VEHICLES (ACORD 101,Additional Remarks Schedule,may be attached if more space is required) INSRLTR TYPE OF INSURANCE ADDL SUBR INSD WVD POLICY NUMBER POLICY EFF (MM/DD/YYYY)POLICY EXP(MM/DD/YYYY)LIMITS B X COMMERCIAL GENERAL LIABILITY ACPBP013078461762 10/10/2024 10/10/2025 EACH OCCURRENCE $1,000,000 CLAIMS-MADE X OCCUR DAMAGE TO RENTEDPREMISES(Ea occurrence)S MED EXP (Any one person)$5,000 PERSONAL &ADV INJURY $1,000,000 GEN'L AGGREGATE LI VIIT APPLIES PER: CT LOC GENERAL AGGREGATE $2,000,000 X POl on- JCY I JE PRODUCTS -COMP/OP AGG $2,000,000 <ER:Employee Benefits $1,000,000 C AUTOMOBILE LIABILITY ACPBA013078461762 10/10/2024 10/10/2025 COMBINED SINGLE LIMIT(Ea accident)$1,000,000 ANY AUTO BODILY INJURY (Per person)$ OWNEDAUTOSONLYHIREDAUTOSONLY SC AU HEDULED TOS )N-OWNED TOS ONLY BODILY INJURY (Per accident)$ X y NCAAU PROPERTY DAMAGE(Per accident)$ $ D UMBRELLA LIAB EXCESS LIAB X OCCUR CLAIMS-MADE ACPCU013068461762 10/10/2023 10/10/2024 EACH OCCURRENCE $3,000,000 X AGGREGATE $3,000,000 DED RETENTIONS $ D WORKERS COMPENSATION AND EMPLOYERS’LIABILITY y/NANYPROPRIETOR/PARTNER/EXECUTIVEOFFICER/MEMBEREXCLUDED?(Mandatory in NH) If yes,describe underDESCRIPTIONOFOPERATIONS belnw N/A ACPWC013078461762 10/10/2024 10/10/2025 y PER I OTH-A STATUTE |ER E L EACH ACCIDENT $1,000,000 E L DISEASE -EA EMPLOYEE $1,000,000 EL DISEASE -POLICY LIMIT $1,000,000 A Professional Liability W1C2A1240901 8/1/2024 8/1/2025 Each OccurrenceAggregate 1,000,000 3,000,000 CERTIFICATE HOLDER CANCELLATION SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF,NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. REPRESENTATIVE ©1988-2015 ACORD CORPORATION.All rights reserved. ACORD 25 (2016/03)The ACORD name and logo are registered marks of ACORD 1.7.8 - Price Proposal Our Firm proposal is an annual rate of $50,000 for the first three years. This fee is inclusive of all expenses necessary to effectively represent the City of South Miami. 291 1 of 2 ADDENDUM No. 1 Project Name: STATE OF FLORIDA LOBBYING SERVICES RFP NO. CSM2024-11 Date: September 30, 2024 Sent: Fax/E-mail/webpage This addendum submission is issued to clarify, supplement and/or modify the previously issued Solicitation, and is hereby made part of the Documents. All requirements of the Documents not modified herein shall remain in full force and effect as originally set forth. It shall be the sole responsibility of the bidder to secure Addendums that may be issued for a specific solicitation. Section 1.7.2 “Proof of Experience” and Section 1.7.4 “Proposer Qualifications” are revised to include the following: • Proposer shall provide its top five (5) private clients, by firm revenue received. Proposer is not required to provide revenue amounts. • Elevance Health • St. Joe Company • Florida Insurance Council • Morse Life Health Systems • Centene • Proposer shall provide its top five (5) government clients, by firm revenue received. Proposer is not required to provide revenue amounts. • Florida Gulf Coast University • Lee Health • City of Panama City Beach • Broward Health • Broward County 292 South 'Miami THE CITY OF PLEASANT LIVING 2 of 2 • Identify all municipal clients, current and previous county and municipalities, in the past three (3) years. Provide the amounts of appropriations secured for each year. City of Panama City Beach $ 4,000,000 (2023) City of Panama City Beach $ 26,600,000 (2022) City of Panama City Beach $ 608,536 (2021) $ $ $ $ $ $ $ IT SHALL BE THE SOLE RESPONSIBILITY OF THE BIDDER TO SECURE ADDENDUMS THAT MAY BE ISSUED FOR A SPECIFIC SOLICITATION. 293 ADDENDUM No. 2 Project Name: STATE OF FLORIDA LOBBYING SERVICES RFP NO. CSM2024-11 Date: October 8, 2024 Sent: Fax/E-mail/webpage This addendum submission is issued to clarify, supplement and/or modify the previously issued Solicitation, and is hereby made part of the Documents. All requirements of the Documents not modified herein shall remain in full force and effect as originally set forth. It shall be the sole responsibility of the bidder to secure Addendums that may be issued for a specific solicitation. QUESTION #1: Can you clarify 1.7.5.5? What tasks are you referring to? RESPONSE: Please disregard the term “for each task” in Section 1.7.5.5. Prospers should complete Form 9 “Key Staff & Proposed Subcontractors” in its entirety for key staff members and subcontractors. QUESTION #2: Does the proposed subcontractor need to fill out Form 6? RESPONSE: No, Form 6 is completed by the Prime consultant. IT SHALL BE THE SOLE RESPONSIBILITY OF THE BIDDER TO SECURE ADDENDUMS THAT MAY BE ISSUED FOR A SPECIFIC SOLICITATION. 294 South 'Miami THE CITY OF PLEASANT LIVING ADDENDUM No. 3 Project Name: STATE OF FLORIDA LOBBYING SERVICES RFP NO. CSM2024-11 Date: October 14, 2024 Sent: Fax/E-mail/webpage This addendum submission is issued to clarify, supplement and/or modify the previously issued Solicitation, and is hereby made part of the Documents. All requirements of the Documents not modified herein shall remain in full force and effect as originally set forth. It shall be the sole responsibility of the bidder to secure Addendums that may be issued for a specific solicitation. Due to the Holiday, Monday, October 14, 2024, THE DEADLINE TO SUBMIT HAS BEEN EXTENDED TO WEDNESDAY, OCTOBER 16, 2024, AT 10 AM. ON PAGE 47 OF 75 PLEASE DISREGARD THE BELOW TABLE. PROPOSERS DO NOT HAVE TO COMPLETE THE BELOW TABLE. ANY PROPOSALS SUBMITTED BEFORE THE ISSUANCE OF THIS ADDENDUM MAY BE REVISED AND RESUBMITTED BEFORE THE NEW DEADLINE, WITH THE INFORMATION ELIMINATED FROM THE TABLE ABOVE. IT SHALL BE THE SOLE RESPONSIBILITY OF THE BIDDER TO SECURE ADDENDUMS THAT MAY BE ISSUED FOR A SPECIFIC SOLICITATION. 295 South’Miami THE CITY OF PLEASANT LIVING 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 José K. Fuentes, Lead Lobbyist jfuentes@beckerlawyers.com; (305) 299-4900 Manny Reyes, Subcontractor, Pereira Reyes Consulting, manny@pereirareyes.com; (305) 282-9199 2525 Ponce de Leon Blvd, Suite 825 Coral Gables, FL 33134 Tel: 305.262.4433 | Fax: 305.442.2232 Request For Proposal CSM2024-11 The City of South Miami State of Florida Lobbying Services 215 S Monroe Street, Suite 310 Tallahassee, FL 32301 Tel: 850.412.1115 | Fax: 850.254.9874 296 Becker beckerlawyers.com José K. Fuentes Senior Corporate and Government Relations Director Phone: 305.262.4433 Fax: 305.442.2232 jfuentes@beckerlawyers.com October 16, 2024 Dear Steven Kulick and the City of South Miami Selection Committee: The Becker-Pereira Reyes (“Becker/PR”) lobbying team has been proudly representing the City of South Miami since 2018. Since then, we have worked collaboratively with the City team to develop and guide its State Legislative planning, priority setting, relationship building, and engagement with the Miami-Dade Legislative Delegation, House and Senate Leadership, and leaders at the Executive Agencies. The City selected the Becker/PR team to initiate a bold, aggressive legislative strategy that continues to be successful. The City has scored significant victories in the Florida Legislature relating to funding and governance and has laid the foundation for substantial new funding opportunities next year. We are just getting started. The Becker/PR team is uniquely qualified to continue leading the state lobbying services for the City of South Miami. Our team:  understands the history, goals and nuanced priorities of the City of South Miami;  knows the key influencers and decision makers in Miami-Dade County and its municipalities, Tallahassee, and Washington, D.C.;  successfully represents Miami-Dade County, the Miami-Dade Transportation Planning Organization (TPO), and various Miami-Dade County municipalities with similar priorities;  demonstrates its track record of thinking outside conventional policy processes to achieve legislative goals. Becker has maintained a highly visible and active law and lobbying presence in Miami-Dade since its founding over fifty years ago. Our team members are life-long Miami-Dade residents, who are intimately familiar with South Miami’s neighborhoods, businesses, and government. There is no learning curve with municipal issues, funding sources, or having the right contacts to get the job done. We take pride in our longstanding municipal clients who rely on our ability to advise on legislative policy and state politics, identify new funding opportunities and achieve desired goals. The following is the Becker/PR team’s response for state lobbying services. We have carefully reviewed the RFP, understand the Scope of Services, and commit to exceeding those expectations. We would consider it a privilege to continue providing vigorous representation for the City. Thank you for your consideration. Sincerely, José K. Fuentes, Senior Corporate and Government Relations Director 297 Becker www.beckerlawyers.com Florida |New Jersey |New York |Washington,D.C. The City of South Miami RFP No. CSM2024-11 State of Florida Lobbying Services Form 1 - Proposal Form Package Acknowledgement ....................................................................... 1 Addendum No. 1 ........................................................................................................................................ 3 Form 2A - Proposer’s Certification (if Company or Corporation) ................................................... 6 Form 2B - Proposer’s Certification (if Partnership) ............................................................................. 7 Form 3 - Single Execution Affidavits ....................................................................................................... 8 Form 4 - Dispute Disclosure .................................................................................................................... 15 Form 5 - Certification Regarding Debarment, Suspension, & Other Responsibility Matters Primary Covered Transactions ................................................................................................ 16 Form 6 - Proposer’s Qualifications Survey ......................................................................................... 17 Form 7 - Price Proposal Form ................................................................................................................. 30 Form 8 - Reference List ............................................................................................................................ 31 Form 9 - Key Staff & Proposed Subcontractors ................................................................................ 37 Attachment A, B, and C will be provided to the City upon notice of award and selection. Table of Contents 1.7.1. Proposal Form Package ................................................. 1 1.7.2. Proof of Experience .................................................... 39 1.7.3. Safety Record ............................................................... 40 1.7.4. Proposer's Qualifications ........................................... 42 1.7.5. Personnel Qualifications/Key Staff .......................... 66 1.7.6. Program Plan ............................................................... 73 1.7.7. Insurance Certificates .................................................. 88 1.7.8. Price Proposal .............................................................. 89 1.7.9. Additional Information ................................................ 90 298 www.beckerlawyers.com Florida |New Jersey |New York |Washington,D.C. The City of South Miami RFP No. CSM2024-11 State of Florida Lobbying Services 1 Proposer shall provide complete and accurate copies, with all required signatures and notarizations, for all the forms in the Proposal Package. Form 1 - Proposal Form Package Acknowledgement 1.7.1. Proposal Form Package 299 Becker FORM 1 PROPOSAL FORM PACKAGE ACKNOWLEDGEMENTS I hereby propose to furnish the goods and services specified in the Request for Proposals,RFP No.CSM2024-11.I agree that my Proposal 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 Proposal. I certify that all information contained in this Proposal is truthful to the best of my knowledge and belief.I further certify that 1 am duly authorized to submit this Proposal 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 Proposal is made without prior understanding,agreement, connection,discussion,or collusion with any other person,firm or corporation submitting a Proposal;no officer,employee or agent of the City of South Miami or any other Proposer has an interest in said Proposal.Furthermore,I certify that the undersigned executed this Proposal Form with full knowledge and understanding of matters therein contained and was duly authorized. I further certify that the Proposer acknowledges receipt of all Addenda issued by the City in connection with the RFP (Check the box next to each addendum received). y 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 Proposal; Form 1. Form 2A. Form 2B. Form 3. Form 4. Form 5. Proposal Form Package Acknowledgement. Proposer’s Certification (if Company or Corporation) Proposer’s Certification (if Partnership) Single Execution Affidavits Dispute Disclosure Certification Regarding Debarment,Suspension,&Other Responsibility Matters Primary Covered Transactions Form 6. Form 7. Form 8. Form 9. Proposer’s Qualifications Survey Price Proposal Form Reference List Key Staff &Proposed Subcontractors 26 of 75 www.beckerlawyers.com Florida |New Jersey |New York |Washington,D.C. The City of South Miami RFP No. CSM2024-11 State of Florida Lobbying Services 2 300 Becker FORM 1 PROPOSAL FORM PACKAGE ACKNOWLEDGEMENTS (CONTINUED) Mktr Ooteoff R,A. NAME OF PROPOSER FIRM"'1 SIGNATURE OF PR^OSER NAME &TITLE,TYPED OR PRINTED MAILING ADDRESSIEflSr Fort HiWd 33301 (^)4133 TELEPHONE NUMBER State of Florida qCountyof The foregoing instrument was acknowledged before me by means of physical presence or _ online notarization,this day of Oct -,20 C1/,by P • (name of person)as (type of authority)for Pol,<x.Y-+i(7 f A-(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 COLLEEN LAPLANT’A MYCOMMISSION #HH 093832 EXPIRES:June 16,2025 Bonded Thru Notary Public UndoiwUort 27 of 75 www.beckerlawyers.com Florida |New Jersey |New York |Washington,D.C. The City of South Miami RFP No. CSM2024-11 State of Florida Lobbying Services 3 301 Becker South ’Miami THE CITY OF PLEASANT LIVING ADDENDUM No.1 Project Name:STATE OF FLORIDA LOBBYING SERVICES RFP NO.CSM2024-I 1 Date:September 30,2024 Sent:Fax/E-mail/webpage This addendum submission is issued to clarify,supplement and/or modify the previously issued Solicitation,and is hereby made part of the Documents.All requirements of the Documents not modified herein shall remain in full force and effect as originally set forth.It shall be the sole responsibility of the bidder to secure Addendums that may be issued for a specific solicitation. Section 1.7.2 “Proof of Experience”and Section 1.7.4 “Proposer Qualifications” are revised to include the following: Proposer shall provide its top five (5)private clients,by firm revenue received.Proposer is not required to provide revenue amounts. SSocCcL-VlOkn S-VTv^LLC. IOU>C\V>orrc.0<Vr>e/3»’Prssoc- Lca ke<K 4.^)Po oA~<Kort>^.r'Wc of Ho A •Proposer shall provide its top five (5)government clients,by firm revenue received. Proposer is not required to provide revenue amounts. Vc.ng.01^L L P OpVv^tTxOn 04-'-Vkx finbvinAaJ SST,XXag. I of 2 www.beckerlawyers.com Florida |New Jersey |New York |Washington,D.C. The City of South Miami RFP No. CSM2024-11 State of Florida Lobbying Services 4 302 Becker •Identify all municipal clients,current and previous county and municipalities,in the past three (3)years.Provide the amounts of appropriations secured for each year. $ $ $ $ $ $ $ $ $ $ IT SHALL BE THE SOLE RESPONSIBILITY OF THE BIDDER TO SECURE ADDENDUMS THAT MAY BE ISSUED FOR A SPECIFIC SOLICITATION. 2 of 2 www.beckerlawyers.com Florida |New Jersey |New York |Washington,D.C. The City of South Miami RFP No. CSM2024-11 State of Florida Lobbying Services 5 303 Becker Identify all municipal clients,current and previous county and municipalities,in the past three (3)years.Provide the amounts of appropriations secured for each year. City of Lauderdale Lakes $2,840,630.00 City of Lauderhill $1,566,287.00 City of Opa Locka $750,000.00 City of Palatka $14,205,531.00 City of Pompano Beach $3,550,000.00 City of North Lauderdale $3,050,000.00 City of West Park $1,600,000.00 City of Cape Coral $2,000,000.00 City of Homestead $1,325,000.00 City of Miami $17,421,619.00 City of Miami Springs $6,215,000.00 City of Sweetwater $1,336,484.00 Village of Pinecrest $500,000.00 Village of Virginia Gardens $2,055,000.00 City of Lighthouse Point $2,890,000.00 City of Miami Gardens $0 City of South Miami $5,300,000 Miami-Dade County $1,000,000 www.beckerlawyers.com Florida |New Jersey |New York |Washington,D.C. The City of South Miami RFP No. CSM2024-11 State of Florida Lobbying Services 6 Form 2A - Proposer’s Certification (if Company or Corporation) 304 Becker FORM2A PROPOSER’S CERTIFICATION (if Company or Corporation) CERTIFICATE STATE OF ) COUNTY OF ) )SS I HEREBY CERTIFY that a meeting of the Board of Directors of a corporation or company existing under the laws of the State of p|o. 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 ProposaFoatcd,I O •|,2024 to the City of South Miami for RFP No.CSM2024-11 STATE OF FLORIDA LOBBYING SERVICES 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 Qyc.-^be/',2024. Secretary (SEAL) 28 of 75 www.beckerlawyers.com Florida |New Jersey |New York |Washington,D.C. The City of South Miami RFP No. CSM2024-11 State of Florida Lobbying Services 7 Form 2B - Proposer’s Certification (if Partnership) Not Applicable 305 Becker (if Partnership) CERTIFICATE FORM 2B PROPOSER’S CERTIFICATION 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 Proposal dated , 2024,to the City of South Miami for RFP No.CSM2024-11 STATE OF FLORIDA LOBBYING SERVICES 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) 29 of 75 www.beckerlawyers.com Florida |New Jersey |New York |Washington,D.C. The City of South Miami RFP No. CSM2024-11 State of Florida Lobbying Services 8 Form 3 - Single Execution Affidavits 306 Becker 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 PROPOSER OR PROPOSER AND NOTARIZED BELOW.IN THE EVENT THE PROPOSER OR PROPOSER CANNOT SWEAR TO ANY OF THESE AFFIDAVIT STATEMENTS,THE PROPOSER OR PROPOSER IS DEEMED TO BE NON¬ RESPONSIBLE AND IS NOT ELIGIBLE TO SUBMIT A PROPOSAL/PROPOSAL. THESE SINGLE EXECUTION AFFIDAVITS ARE SUBMITTED TO THE CITY OF SOUTH MIAMI AND ARE STATEMENTS MADE: By:C-RO^ For (Name of Proposing or Bidding Entity):Pol P.A. Whose business address is:itrakP Broward Quik R And (if applicable)its Federal Employer Identification Number (FEIN)is: 91 (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;Titlen,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; Housing Act as amended 42 USC Section 3601-3631. 30 of 75 www.beckerlawyers.com Florida |New Jersey |New York |Washington,D.C. The City of South Miami RFP No. CSM2024-11 State of Florida Lobbying Services 9 307 Becker Public Entity Crimes Affidavit I understand that a “public entity crime”as defined in Paragraph 287.133(l)(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 Proposal 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(l)(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: 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 proposals or applies to Proposal 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. 0 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 31 of 75 www.beckerlawyers.com Florida |New Jersey |New York |Washington,D.C. The City of South Miami RFP No. CSM2024-11 State of Florida Lobbying Services 10 308 Becker 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 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 1 am required to inform the public entity prior to entering into a contract in excess of the threshold amount provided in Section 287.OlZ,Florida Statutes for category two of any change in the information contained in this form,// Initials No Conflict of Interest or Contingent Fee Affidavit Proposer 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.Proposer 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,Proposer 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 Proposer should the Proposer be selected for the performance of this contract. P,r<5poserflnitials Business Entity Affidavit Proposer 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 Proposer 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 Proposer.Material interest means direct or indirect ownership of more than 5%of the total assets or capital stock of the Proposer.Any exception to these above described restrictions must be expressly provided by applicable law or ordinance and be confirmed in writing by City.Further,Proposer recognizes that with respect to this transaction or Proposal,if any Proposer violates or is a party to a violation of the ethics 32 of 75 www.beckerlawyers.com Florida |New Jersey |New York |Washington,D.C. The City of South Miami RFP No. CSM2024-11 State of Florida Lobbying Services 11 309 Becker 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 Proposer may be disqualified from furnishing the goods or services for which the Proposal or Proposal is submitted and may be further disqualified from submitting any future proposals or Proposal for goods or services to City. laisPropi Anti-Collusion Affidavit 1.Proposer/Proposer has personal knowledge of the matters set forth in its Proposal/Proposal and is fully informed respecting the preparation and contents of the attached Proposal/Proposal and all pertinent circumstances respecting the Proposal/Proposal; 2.The Proposal/Proposal is genuine and is not a collusive or sham Proposal/Proposal;and 3.Neither the Proposer/Proposer 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 Proposer/Proposer,firm,or person to submit a collusive or sham Proposal/Proposal,or has in any manner,directly or indirectly, sought by agreement or collusion or communication or conference with any other Proposer/Proposer,firm,or person to fix the price or prices in the attached Proposal/Proposal or of any other Proposer/Proposer,or to fix any overhead,profit,or cost element of the Proposal/Proposal price or the Proposal/Proposal price of any other Proposer/Proposer,or to secure through any collusion,conspiracy,connivance or unlawful agreement any advantage against the City or any person interested in the proposed Contract. PropojdMpiti; Scrutinized Company Certification 1 .Proposer 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 RFP at its sole option if the Proposer or its subcontractors are found to have submitted a false certification;or if the Proposer,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 RFP is for more than one million dollars,the Proposer 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 RFP at its sole option if the Proposer,its affiliates,or its subcontractors arc found to have submitted a false certification;or if the Proposer,its affiliates, or its subcontractors are placed on the Scrutinized Companies with Activities in Sudan List,or 33 of 75 www.beckerlawyers.com Florida |New Jersey |New York |Washington,D.C. The City of South Miami RFP No. CSM2024-11 State of Florida Lobbying Services 12 310 Becker 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 Proposer agrees to observe the above requirements for applicable subcontracts entered into for the performance of work under the Agreement that may result from this RFP.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. ProposepJnjHms Drug-Free Workplace Affidavit Proposer hereby recognizes that,pursuant to F.S.§287.087,preference shall be given to businesses with drug-free workplace programs when two proposals/Proposal are equal with respect to price,quality,and service.Proposer understands that in order to qualify as a drug-free workplace,Proposer 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. b)Inform employees about the dangers of drug abuse in the workplace,the Proposer’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 RFP 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 RFP,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.)J The entity submitting this sworn statement is a drug-free workplace and is in full 34 of 75 www.beckerlawyers.com Florida |New Jersey |New York |Washington,D.C. The City of South Miami RFP No. CSM2024-11 State of Florida Lobbying Services 13 311 Becker compliance with the requirements set forth under F.S.§287.087. The entity submitting this sworn statement is not a drug-free workplace. ProposW/Qtitiais- 'City Non-Discrimination Requirements Affidavit Proposer 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. Proposer 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. Proposer certifies that it is not engaged in a boycott,and is in full compliance with Section 3-1.1 of the Code bf meCity of South Miami. Proposer 'Initials Acknowledgment,Warranty,and Acceptance 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 RFP No.CSM2024-0S 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 Proposal is true and accurate. Propbiipdmtfals [REMAINDER OF PAGE LEFT INTENTIONALLY BLANK. SIGNATURE PAGE FOLLOWS.] 35 of 75 www.beckerlawyers.com Florida |New Jersey |New York |Washington,D.C. The City of South Miami RFP No. CSM2024-11 State of Florida Lobbying Services 14 312 Becker In the presence of: Witness #2 Print Name:'Diarvi (nerM State of Florida County of brou>o,V ACKNOWLEDGMENT The foregoing instrument was acknowledged before me by means of ./physical presence or _ online notarization,this j-S day of (ga-ry ,20 ,by —(name of person)as res.(type of authority)for ',a 4-j-Pr ft~(name of party on behalf of whom instrument is executed). PM’ Notary Public (Print,Stamp,or Type as Z Commissioned) Personally known to me;or Produced identification (Type of Identification: ) Did take an oath;or Did not take an oath ___ COLLEEN LAPLANT II yAV MY COMMISSION #HH 093832 I EXPIRES:June 16.2025 I Bonded thru Nolary PuNIc Undewltora || 36 of 75 www.beckerlawyers.com Florida |New Jersey |New York |Washington,D.C. The City of South Miami RFP No. CSM2024-11 State of Florida Lobbying Services 15 Form 4 - Dispute Disclosure 313 Becker 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 J 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, Proposal 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 Proposal or Proposal for the City of South/Miami./ acknowledgment/ Stale of Florida _~I County of The foregoing instrument was acknowledged before me by means of presence or online notarization, this I ^dav of ,20 ,by (sex^,_(namc of person) as (type of authority)for name of party on behalf of whom instrument is executed). f. /Notary Public (Print,Stamp,or Type as Commissioned) Personally known to me;or Produced identification (Type of Identification:) Did take an oath;or 37 of 75 www.beckerlawyers.com Florida |New Jersey |New York |Washington,D.C. The City of South Miami RFP No. CSM2024-11 State of Florida Lobbying Services 16 Form 5 - Certification Regarding Debarment, Suspension, & Other Responsibility Matters Primary Covered Transactions 314 Becker 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. Business Name poll P-A . Date iChU By: of Authorized Representative Name and Title of Authorized Representative 38 of 75 www.beckerlawyers.com Florida |New Jersey |New York |Washington,D.C. The City of South Miami RFP No. CSM2024-11 State of Florida Lobbying Services 17 Form 6 - Proposer’s Qualifications Survey 315 Becker FORM 6 PROPOSER’S QUALIFICATIONS SURVEY COMPANY QUALIFICATIONS QUESTIONNAIRE Please complete this Company Qualifications Questionnaire.By completing this form and submitting a response to the RFP,you certify that any and all information contained in the Proposal is true,that your response to the RFP is made without prior understanding,agreement,or connections with any corporation,firm or person submitting a response to the RFP 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 RFP,and certify that you are authorized to sign for the Proposer’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 I EASt IdwaH Blvd)Suite IW Fbrt Pl 3336/ Principal Business Address Telephone Number Facsimile Number Email Addressr 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?3 / Please identify the Firm’s document number with the Florida Division of Corporations and date the Firm registered/filcd to conduct business in the State of Florida: -4 A 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: -CA-H j 5^H 1^3CategoryLicenseNo.Date Licensed 39 of 75 www.beckerlawyers.com Florida |New Jersey |New York |Washington,D.C. The City of South Miami RFP No. CSM2024-11 State of Florida Lobbying Services 18 316 Becker Please indicate the type of entity form of the Firm (if other,please describe): Individual Partnership s/fcorporation LLC LLP Other Please identify the Firm’s primary business:b b^j r 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 A//£ 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,2 mechanics,etc.): INSURANCE INFORMATION Please provide the following information about the Firm’s insurance company: Total No.of Employees 313 Total No.of Managerial/Administrative Employees Total No.of Trades Employees by Trade c> 4 $CHA < Insurance Carrier Name Insurance Carrier Contact "Person IV^rv i —Sovke+kOo 40 of 75 www.beckerlawyers.com Florida |New Jersey |New York |Washington,D.C. The City of South Miami RFP No. CSM2024-11 State of Florida Lobbying Services 19 317 Becker •A.DVFirm: 41 of 75 Please ii all Firm owners or their title,and By signing below,Proposer certifies that thpdhfo/mation contained herein is complete and accurate to the best of Proposer’s knowledge. 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: Date:lO-fg.Authorized Signature: Print or Type Name: pci 1 J~l~\acyeX^.n*r Insurance Carrier Address Telephone No.Email U i>ro u>r Has the Firm filed any insurance claims in the last five (5)years?nNo tzYes If yes,please identify the type of claim and the amount paid out under the claim:plcun SXl oHtx.U FIRM OWNERSHIP Owner/Partner Name Title Ownership (%) o- www.beckerlawyers.com Florida |New Jersey |New York |Washington,D.C. The City of South Miami RFP No. CSM2024-11 State of Florida Lobbying Services 20 318 Becker Operations Department Phone:954.985.7550 Fax:954.985.4176 Becker &Poliakoff 1 East Broward Blvd. Suite 1800 Ft.Lauderdale,FL 33301 Becker List and Explanation of all Litigation/Arbitration within the past 5 years as of September 2024 ACTIVE LITIGATION Miami Lakes v.Becker (note this is related to the Pizzi matter on the chart). This action was recently filed.Becker has not been served but is preparing a motion for final summary judgment and a motion for sanctions to be served upon Plaintiff once Becker receives service of the lawsuit. Steinlauf v.Becker Plaintiff brings this claim against Becker for malicious prosecution.Becker was recently served with a lawsuit and its answer is due on October 1,2024.Becker previously hired an expert who has opined there was probable cause for Becker to bring the claim and the claim was brought without any malice.Becker will be moving for final summary judgment based,in part,on the expert’s opinion. Funcom v.Polenberq Becker is not named as a party to this lawsuit.Becker’s attorney Jon Polenberg was sued for the failure to record a lien in Pennsylvania.A motion for summary judgment will be filed on behalf of Polenberg. Saffer/Robins Number 2 Condominium Association v.Becker &Poliakoff,P.A. Becker has been added to two matters involving client Number 2 Condominium Association. These matters stem from condominium elections.In the first action,the defendants’(including Beckers)Motions to Dismiss were granted An amended complaint was filed and a pending Motion to Dismiss has been filed in the second action Sorhequi v,Becker &Polikoff,P.A. Becker was sued by a pro se litigant based on claims from a prior litigation.A request to transfer to the prior litigation Judge has been renewed now the prior litigation has been reopened.Becker’s Motion to Dismiss or for Summary Judgment was set for May 15th,however the current Judge prefers a transfer to the previous Judge in this matter.The hearing to transfer the case to the prior Judge is set for June 5,2024.Becker’s motion to dismiss with prejudice was granted on August 26,2024.Becker has pending motions for attorney’s fees and costs.Sorhegui recently www beckerlawyers com Florida |New Jersey |New York |Washington,D C www.beckerlawyers.com Florida |New Jersey |New York |Washington,D.C. The City of South Miami RFP No. CSM2024-11 State of Florida Lobbying Services 21 319 Becker Becker Lawyers Page 2 filed a federal court action against the Becker attorneys and the judges from the underlying case We filed a motion to dismiss the federal court action. Lupetto,Inc,v.Becker &Poliakoff,P.A.&Polenberq Cooper,PLLC This matter is pending in Miami Dade County.Becker was just served with a summons on October 20,2022.The action arises out of Becker's representation of Lupetto,Inc.The allegations against Becker are based on an alleged “merger"between Becker and Polenberg Cooper,although no merger took place This matter is set on the trial docket for November 2023.Motion for Summary Judgement was heard on November 13,2023,wherein the Court stayed the action in favor of non-binding arbitration and set deadline to arbitrate by January 8,2024.The Plaintiff has moved for a trial de novo.Once the case is reopened by the Court,another Motion for Summary Judgement will be filed.Becker’s motion for final summary judgment was granted and a final judgment in favor of Becker was entered on September 18,2024.Becker has motions for attorney’s fees and costs set for hearing on December 5,2024. Becker v.Pierro Sassolia and Lupetto,related to the representation in the underlying action,was moved to transfer and consolidate with the related action,but was denied This claim is set on trial docket for February 2024.To delay this action,a hearing on Lupetto’s Motion to Transfer/Stay is set for June 10,2024.Becker’s Broward County action for unpaid fees against Lupetto and Pierro Salussolia is set for trial in May of 2025. Only One of Florida,Inc,v,Becker This matter is pending in Broward County Circuit Court.Plaintiff served Becker on July 14,2022, and alleges Becker was negligent in either providing advice and/or failing to provide advice to Plaintiff as it relates to Thomas Priano (Becker's former client)and Garren DeFazio’s resignations from R&CO,a separate company.Plaintiff alleges damages in the range of $3 million.Our investigation has revealed that the Plaintiff entity is not being controlled by Becker's former client. The Plaintiff entity was taken over by a creditor of Becker’s former client and that creditor is now prosecuting the claim (apparently contrary to the wishes of Becker's former client).There are several legal defenses to the claim,in addition to the fact Becker was not hired to,and did not, give advice regarding the resignation from R&CO.Summary Judgement was heard August 28, 2023.Court denied motion without prejudice allowing Plaintiff to conduct depositions of Garren DeFazio and Ambre Seltzer.A plan to renew the Motion for Summary Judgment will proceed once depositions are concluded.A case management conference is set for February 12,2024,to complete discovery so Motion for Summary Judgement can be reheard.A renewed Motion for Summary Judgement was filed,and a status conference is set for June 10,2024,until a hearing on the Motion can be set.We had a hearing on Becker's summary judgment motion on September 19,2024 but the Court continued the hearing again to allow Plaintiff to complete one more deposition.The Court is going to set a status conference in the next few weeks to set the hearing on Becker's motion for final summary judgment. Baum v.Becker &Poliakoff This legal malpractice action involves an estate alleged to be valued at $100 million Becker’s representation of the Plaintiff in the underlying action was limited to investigating a potential legal www.beckerlawyers.com Florida |New Jersey |New York |Washington,D.C. The City of South Miami RFP No. CSM2024-11 State of Florida Lobbying Services 22 320 Becker Becker Lawyers Page 3 malpractice claim by her prior counsel.In July of 2019,the Circuit Court entered final summary judgment in favor of Becker &Poliakoff.The Plaintiff appealed the final judgment to the Fifth District Court of Appeal,which is now pending under case number 5D19-2156.The Plaintiff filed her initial brief in the appellate action on July 23,2020.Our Answer Brief is due on August 24, 2020,unless extensions are sought.The Circuit Court granted Becker &Poliakoff entitlement to attorney's fees.On October 7,2021,the Court issued a final judgment awarding us $116,688.10 in attorney’s fees and costs pursuant to an expired proposal for settlement.As of April 5,2022, the Court ordered certain settlement proceeds to be deposited into the Court registry,but Plaintiff claims to have spent the proceeds.Accounting by the Plaintiff has been ordered by the Court. The motion to bifurcate was denied.Becker is pursuing dismissal for Plaintiffs failure to attend her deposition.We are also in the process of obtaining an affidavit/deposition from a witness to move for summary judgment on the underlying will contest. Baum v.Becker &Poliakoff -Appeal -5D19-2156 Opposing counsel filed a motion for the Court to take notice of,and consider in its appellatedetermination,a claimed ‘'inconsistency”in positions taken in the underlying probate action andinthelegalmalpracticeappeal.A similar motion was filed the previous month and was struck bytheCourt.As the motion to remained outstanding,Becker’s response was filed on July 22,2021.The 5lh DCA has yet to decide.As of July 19,2022,the Summary Judgement was reversed by the court.A post opinion motion was filed in July 2022,and we are awaiting a ruling. The Summary Judgement on behalf of Becker was reversed in trial court and the matter is nowbackinCircuitCourtafterBecker’s prior summary judgment was overturned on appeal.ArenewedsummaryjudgmentwasfiledonSeptember8,2023,with no hearing date as of yet. A hearing took place on December 8,2023,on Becker's renewed Summary Judgement.TheCourtrequestedforProposedOrdersontheMotionforSummaryJudgementtobesubmittedby January 8,2024.The Court denied the Motion for Summary Judgement and the case is set fortrialdocketinSeptember.A hearing on Becker’s Motion to Bifurcate is set for July 3,2024. The Enclave at Inlet Beach Owners Association,Inc.V.Lamar A.Conerly,Jr.,Lillous A. Shoemaker,Jennifer Wintrode Shuler,Law Offices of Lamar A.Conerly,P.A.,Raymond Newman,John Townsend,Jay Roberts,and Becker &Poliakoff,P.A. This is separate action in reference to the above reference -010 matter.This matter became activeandwassetforCaseManagementConferenceonNovember24,2021.In response,theAssociationfiledtheirFirstRequestforProduction.A Second Request for Production limited to correspondence between Becker &Poliakoff and the Connerly co-defendants was filed whichbeganinDecember2012. As of January 6,2022,the case remained status quo until a resolution of the other matter awaitingadecisiononcross-motions for summary judgment was reached. As of April 5,2022,the status quo remains and counsel for the Conerly co-defendants offereddiscoverytointhisaction,a settlement,or formal stay.Counsel for Conerly co-defendants has not provided a response to Becker &Poliakoff s suggestion to stay.There has been no docket¬activity. There has been no activity from July 21,2021,until February 21,2023,when co-defendant filedits3rdRequestforProductionPlaintiffandaNoticeofAppearanceofAdditionalCounsel. www.beckerlawyers.com Florida |New Jersey |New York |Washington,D.C. The City of South Miami RFP No. CSM2024-11 State of Florida Lobbying Services 23 321 Becker Becker Lawyers Page 4 On June 8,2023,the Plaintiff requested a hearing on their Motion for Leave to Amend the complaint filed September 25,2018.No response or date has been set and further activity hasoccurredtodate. Litigation remains in the pleading stage and poised for robust,multi-party discovery.AmemorandumprovidedonDecember11,2023,summarizes the status of these proceedings. Since that time,counsel for the Conerly Co-Defendants has suggested he will move the Court torequirethepartiestoattendanearlymediation,in addition to his prior suggestion that he willnoticedepositionsofthePlaintiffAssociation's current and prior board members.Otherwise,this matter has remained status quo since that time. Mediation was conducted on April 8,2024,wherein a Mediation Settlement Agreement was entered for the Conerly Defendants to pay the Plaintiff and agree no further claims against each other related to the matters raised in the lawsuit will be filed.Each party will bear its own attorney's’fees and costs and share the mediator’s fee.On May 9,2024,the parties filed a Joint Stipulation for Dismissal with Prejudice of all Claims and Counterclaims asserted in the litigation.Final OrderofDismissalwithPrejudicetoclosethematterispending Pizzi,Jr.,Michael A.v.Town of Miami Lakes,Florida Since October 2021,there has been no change in the status of this matter Miami Lakes had demanded mediation;however,it has made no attempt within the last five months to schedule a mediation.As of July 2022,there has been no change in the state of this matter. As of July 20,2022,the matter has been set for Trial to occur February 2023 with the liability bifurcated from damages.There are no other pending motions at this time. On January 13,2023,by Agreed Order,both parties provided their legal fee experts.To date,no responses have been filed.Plaintiff has filed a Motion to Strike with no hearing.Both parties’ Motion for Partial Summary Judgement and Final Summary Judgement are set to be heard April5,2023. The Court granted Pizzi’s Motion for Summary Judgement on April 21,2023.The Town also filedamotionforsummaryjudgment,which was denied the same day.On May 23,2023,the Town’s Motion for Reconsideration of the Court's Order granting Summary Judgement on Liability was denied.The Town then filed a Motion to Enforce the Third District Court of Appeal’s mandate arguing the trial court failed to comply with the appellate court's mandate.A status conference is set for September 12,2023,to coordinate a proposed scheduling order on the damages issue. As of September 18,2023,the parties entered an Agreed Order after a Case ManagementConferencetoaddressthebifurcateddamagesportionofthecase.Each party agreed to submit a brief or memo on whether the attorney’s fees reimbursement and damages issues in the caseweresubjecttoajurytrialandontheeffectofthecriminalcaseonPlaintiffsclaimforthe reimbursement of fees and costs against the Town by October 10,2023,and responses were due on October 17,2023.Each party timely submitted their memoranda.A special set hearing onthebifurcatedcasemanagementmemorandawasthenscheduledforDecember20,2023.The Court ordered that:1)the determination of the amount of the award of attorneys’fees and costs to Plaintiff was to be determined by the Court and not a jury,2)issues as to time entries being inextricably intertwined for purposes of reimbursement would be resolved at the presentation of evidence on fees and costs,and 3)the parties are to schedule a trial or hearing to determine amount of fees and costs awarded to Plaintiff.On January 10,2024,the Court entered a Uniform www.beckerlawyers.com Florida |New Jersey |New York |Washington,D.C. The City of South Miami RFP No. CSM2024-11 State of Florida Lobbying Services 24 322 Becker Becker Lawyers Page 5 Order Setting Cause for Live/ln-Person Jury Trial,Mediation,and Pre-Trial Instructions, scheduling the Trial for April 15,2024,with calendar call on April 2,2024.There is a status hearing on February 6,2024. There is no notice of Impasse,continuation,or adjournment on the record for a Mediation Conference held March 5,2024.On March 20th,the Court issued a Uniform Order Setting Cause for Non-Jury Trial and Pre-Trial to commence on August 7,2024.Pre-trial conference is set for July 30,2024.Additional information regarding the outcome of Mediation,if it went forward,and if the Motion for Reconsideration will be filed prior to pre-trial is pending. Suzanne M.Von Paulus v.Association Title Services,LLC This is a pure bill of discovery action against Becker (and its client)over a real estate transaction. Plaintiffs claim against Becker’s title company for a bill of discovery seeking the real name of Becker’s client.Becker's title company is improperly named,Becker will move to dismiss the pure bill of discovery if the client is unable to provide the name of the defendant so Becker may be dismissed from the lawsuit.Becker was dismissed from this matter without paying the Plaintiff any money. INACTIVE LITIGATION Inlet Beach Capital Investments,LLC,and David Pearson v The Enclave at Inlet Beach Owners Association,Inc.;Becker &Poliakoff,P.A.,John Townsend,Jay Roberts, Raymond Newman,James G.Waldschmidt,Randall Brown,Diana Tibbs and Alan Mancuso.-10/16/2023 The claims in this action arise out of Becker and its attorney’s representation of the Enclave at Inlet Beach Owners Association,Inc.("Enclave”or "Association")in two lawsuits pending in the First Judicial Circuit in and for Walton County,Florida. The first lawsuit was a lien foreclosure suit filed by the Enclave against Inlet LLC to recover past due association fees. The second lawsuit filed by the Enclave against Inlet LLC was for declaratory and injunctive relief to validate the Declaration of Covenants and Restrictions. On May 28,2021,Becker filed a Motion for Final Summary Judgement;Co-Defendants also filed a Motion for Summary Judgement as to the Plaintiffs Fifth Amended Complaint,the hearing was held on July 8,2021 Summary judgment received in Becker’s favor. As of January 6,2022,our Motion for Summary Judgement was granted by the Court The Court also decided that Plaintiffs could not meet the maliciousness element of a cause of action for Malicious Prosecution.We are preparing for a potential appeal and awaiting comments from Pearson’s counsel on the proposed order. As of April 5,2022,a Court Order granting summary judgement was issued for the Defendants and against Plaintiffs.On February 25,2022,Inlet Beach Capital Investments,LLC filed its notice of appeal of summary judgement.The appellant's initial brief is due May 6,2022.We are awaiting an analysis of the issues on appeal and the merits raised. www.beckerlawyers.com Florida |New Jersey |New York |Washington,D.C. The City of South Miami RFP No. CSM2024-11 State of Florida Lobbying Services 25 323 Becker Becker Lawyers Page 6 As of July 18,2022,the status quo remains with docket activity. On September 6,2022,an Answer Brief was filed.IBCI Reply Brief is due on October 21 ,2022. Once that occurs,the Court will either set the matter for oral argument or rules of the briefs. Opinion was filed November 18,2022,and found the trial court erred in granting summary judgment for Appellees therefore reversing and remanding further proceedings consistent with the Opinion. December 5,2022,the 1st DCA denied the Request for Oral Argument filed by IBCI.This matter is pending the Court's decision.There have been no changes to date. On September 27,2023,the First District Court of Appeal affirmed the summary judgment entered in favor of the Becker &Poliakoff Defendants in the trial court below.In so doing,the court stated that the voluntary dismissal in favor of the lot owner in the underlying foreclosure did not favor the lot owner,the lawyers and the HOA had valid arguments in the foreclosure and declaratory judgment action to defeat a claim for malicious prosecution,and the lot owner could not establish any malice on the part of the Becker &Poliakoff Defendants.The opinion became final and the appellate mandate issued on October 16,2023.This case is now over. Sunrise Lakes v.Becker &Poliakoff,P.A.(Broward County Circuit Court)-6/12/2022 The Plaintiff association claims that we were negligent in recommending revitalization of its covenant.We moved for summary judgment on the legal issues involved.The Court denied the motion claiming there was a factual issue about a document in the court file leading to a 1995 amendment to the covenant at issue.We are working with an expert for reconsideration on the grounds that the Court should make a legal ruling that the 1995 amendment did not preserve the covenant at issue.The deposition of Yeline Goin recently took place.As of June 12,2022,this matter was dismissed with prejudice after the plaintiff agreed to dismiss case in exchange for Becker not pursuing attorney’s fees and costs. Matters re:Champlain Towers South CAI -3/8/2022 Champlain Towers South Condominium Association Inc.(“Association”)relating to the recent collapse and related matters.To date there have been lawsuits filed against the Association and other entities/persons as well as the Firm.The present lawsuit claims gross negligence against the Firm by individuals that died in the collapse and others that sustained personal injury along with property damage.The Firm is defending the lawsuit from the individuals asserting that no legal duty exists.On December 30,2021,the Association by virtue of being named as a defendant in the above-described lawsuit,filed a cross-claim against the Firm for professional negligence,breach of fiduciary duty and indemnification.On the recently filed crossclaim the Firm,through legal counsel,is presently formulating defenses to be asserted by the Firm.The Firm provided legal services to the Association at various times over the last 20 years.As of March 8,2022,a settlement was released in Court. Jorge Gonzalez-Barrera et al v.Majorca Towers Condominium,Inc.-2/23/2022 The answer brief is due to be filed on September 6,2021.The Appellants raised 7 issues as www.beckerlawyers.com Florida |New Jersey |New York |Washington,D.C. The City of South Miami RFP No. CSM2024-11 State of Florida Lobbying Services 26 324 Becker Becker Lawyers Page 7 to Becker &Poliakoff,P.A.,and each one must be addressed in the answer brief.The Appellants reply brief is due to be filed on October 6.As of January 2022,the status of the appeal remains largely the same,however,after the Appellants filed their reply,they filed for oral argument.The court has not yet issued an order granting.We are in a holding pattern but project the court’s determination or opinion within the next three months. As of April 5,2022,the opinion in this appeal was issued February 23,2022.The opinion was per curiam affirmance on all issued granted in Becker &Poliakoff s favor.No post-opinion motions have been filed.This matter is closed. Slowinski v.Becker &Poliakoff,P.A.(Broward County Circuit Court)-11/1/2021 This matter was voluntarily dismissed by Plaintiff on November 1,2021.We made no payments to Plaintiff. Laguer,Edie and Laquer Family Holdings Limited Partnership v.Steven M.Davis and Becker &Poliakoff -6/8/2020 On or about February 27,2018,Plaintiff,Laquer Family Holdings Limited Partnership (“Laquer”), retained Becker to foreclose on a note and mortgage naming Veronica Waldman,as trustee of the VW Family Trust dated April 30,2013,for a condominium unit.Edie Laquer is the trustee of Laquer.Steven Waldman,believed to be Ms.Waldman’s husband,and Ms.Waldman occupied the subject condominium unit together. Laquer alleges Ms.Waldman filed a Notice of Objection to the foreclosure sale.Becker moved to overrule the objection and noticed a hearing for September 20,2018;however,Becker served the Notice of Hearing on Ms.Waldman at a mistyped email address.Ms.Waldman did not appear at the hearing,and the court overruled her objection,instructing the clerk to issue the certificateoftitletoLaquer. Ms.Waldman filed an appeal on two grounds:(1)irregularities in the foreclosure sale and (2)lack of notice of the hearing.Laquer hired appellate counsel and paid a total of $49,000 but claims she should have only paid $10,000 but for the notice issue.Laquer also seeks return of the $16,000paidtoBeckerdespitethefactBeckerobtainedthecertificateoftitleuponcompletionofthe foreclosure.Laquer seeks damages,including the $16,000 paid to Becker,reimbursement ofappellateattorneys’fees and costs for this malpractice action,and pre-and post-judgment interest. As the appellate court found,the Notice of Hearing was properly served on counsel of record for Ms.Waldman.The Third District Court of Appeal ultimately held that service was proper because Becker had also served Scott Meri,counsel for Ms.Waldman,who had not filed a withdrawal in the case,reasoning that service on counsel of record is proper service as a matter of law. A Confidential Settlement Agreement and Release was executed by the Plaintiff and an Order of Dismissal was entered on June 8,2020 PinGroVil,Inc.-Scott,Margaret L v.Becker &Poliakoff,P.A.-7/25/2019 Becker,in its representation of PinGroVil,Inc.filed suit on August 24,2018,for injunctive relief against Defendant,Margaret and Christine Scott.On April 29,2019,Christine Scott filed www.beckerlawyers.com Florida |New Jersey |New York |Washington,D.C. The City of South Miami RFP No. CSM2024-11 State of Florida Lobbying Services 27 325 Becker Becker Lawyers Page 8 counterclaims against her defense counsel,Becker (who was never served with the counterclaim),defense counsel’s firm,Gary Rosen,Steve Lesser,Cole,Scott and Kissane,and roughly 50 other owners in the community.Not one person was served with her 2,000-page complaint.On July 25,2019,the Court dismissed all the “counterclaims"with prejudice.In the underlying actions,there are two pending appeals filed by the Defendant,Christine Scott.The 4,h DCA has dismissed 8 other appeals.We obtained summary judgment against Scott and entitlement to fees and costs.Afterward she filed 3 or 4 additional appeals.The 4th DCA the week of October 4th,2021,entered an order to show cause why Scott should be permitted to file anything further in the appellate court without being signed by a licensed Florida attorney.We are awaiting Scott's response.Scott was already prohibited from filing anything in the lower court. Becker is no longer involved in this action. Gardens of Kendal South Condo v.Becker -06/21/2019 Case No.19-18702 -After representing association in a lien foreclosure action,the association had a large accounts receivable.Rather than pay the AR,the client filed suit against Becker andfiledbarcomplaintsagainsttwoBeckerattorneys.The bar swiftly dismissed the complaints and Becker settled for a write-off of the prior client’s AR balance.Case was dismissed August 1,2019 Thomas May v.Advanced Management of SW Florida Bradenton,Wander Residences ofTierraVerdeCAandBeckerandPoliakoff,PA -05/22/2019 Becker,through its representation of the association in collecting association dues from the plaintiff,was named in a separate action alleging violations of the Fair Debt Collection PracticesActwhileplaintiffwasadebtorunderabankruptcyplan.The case was settled August 21,2019, and the case dismissed. Michael Fisher v.Stonebridqe Estates and Becker and Poliakoff -1/1/2019 Case No.CACE 19-000241 -Becker named solely in its capacity as escrow agent.Becker voluntarily dismissed on 6/20/2019.Case Closed. 25556850V.1 www.beckerlawyers.com Florida |New Jersey |New York |Washington,D.C. The City of South Miami RFP No. CSM2024-11 State of Florida Lobbying Services 28 326www.beckerlawyers.com Florida |NewJersey |NewYork |Washington, D.C. Becker Law PLLC Common Stock Ledger -B July 30,2024 Shareholder Number 10/10/2024 -336 PM sm. Shareholder Name Management Committee Member Role Common B Amount %of Common Class -B 1 Gary C.Rosen Yes President 1 $1 4.00% 2 Allen M.Levine Yes Treasurer 1 $1 4.00% 3 Steven B.Lesser Yes Secretary 1 $1 4.00% 4 Kenneth S.Direktor No N/A 1 $1 4.00% 5 Joseph E.Adams Yes N/A 1 $1 4.00% 6 Bernard ].Friedman No N/A 1 $1 4.00% 7 David H.Rogel No N/A 1 $1 4.00% 8 Jennifer B.Drake No N/A 1 $1 4.00% 9 Yolanda C.Jackson Yes N/A 1 $1 4.00% 10 Perry M.Adair No N/A 1 $1 4.00% 11 Lee A.Weintraub No N/A 1 $1 4.00% 12 Rosa M.De La Camara No N/A 1 $1 4.00% 13 William H.Strop No N/A 1 $1 4.00% 14 Kevin N.Markow No N/A 1 $1 4.00% 15 Sanjay Kurian No N/A 1 $1 4.00% 16 David Muller Yes N/A 1 $1 4.00% 17 Steven Mezer No N/A 1 $1 4.00% 18 Aaron J.Pruss No N/A 1 $1 4.00% 19 Scott P.Kiernan No N/A 1 $1 4.00% 20 Patrick C.Howell Yes N/A 1 $1 4.00% 21 Donna Berger No N/A 1 $1 4.00% 22 Victor DiGioia Yes N/A 1 $1 4.00% 23 Vincenzo Mogavero No N/A 1 $1 4.00% 24 Cohen,Adam No N/A 1 $1 4.00% 25 Roberts,Jay S.No N/A 1 $1 4.00% Balance 07/30/2024 25 25 100.00% Becker Poliakoff -Equity Ledgers and Summary 123118(118938803)jdsx Equity StockCurrentsm2024 (2)Becker The City of South Miami RFP No. CSM2024-11 State of Florida Lobbying Services 29 327 Becker RECENT CONTRACTS Please identify five (5)most recent contracts in which your Firm has provided services to other public entities: Public Entity Name Contact Person Telephone No. Email Address Date Awarded Orange County,FL Megan Miller 407.836.5468 Megan.inillcr4iiocll.net 10.8.24 City of Gainesville, FL Cynthia Curry 352.334.5010 cjtynigi@aaincsviUc.Hov 9.3.24 County of Loudoun John Freeman 240.137.9501 John.Freeman@loudoun.gov 9.1.23 Miami-Dade County Jess McCarty 305.979.7110 jmm2@miamidade.gov 2.1.01 recently- awarded 2024 City of Jacksonville Brittany Norris 904.255.5024 bnorris@coj.net 10.6.23 www.beckerlawyers.com Florida |New Jersey |New York |Washington,D.C. The City of South Miami RFP No. CSM2024-11 State of Florida Lobbying Services 30 Form 7 - Price Proposal Form 328 Becker FORM 7 PRICE PROPOSAL If awarded a contract pursuant to Request for Proposal RFP No.CSM2024-11,the undersigned proposer agrees to provide the Services,as set forth in greater detail in the RFP documents, specifically Section 3.“Scope of Services,”at the rates listed below,which are inclusive of all costs necessary to provide the Services. YEAR ANNUAL AMOUNT YEAR1 $50.000.00 YEAR 2 $5b,0O0.<?0 YEAR 3 $50>ooo voo OPTION YEAR 4 s gjo,ooo .co OPTION YEAR 5 $50,OOP.00 TOTAL S OSO,000,00 www.beckerlawyers.com Florida |New Jersey |New York |Washington,D.C. The City of South Miami RFP No. CSM2024-11 State of Florida Lobbying Services 31 Form 8 - Reference List 329 Becker FORM 8 REFERENCE LIST IN ADDITION TO THE INFORMATION REQUIRED ON THIS FORM, PROPOSER SHALL PROVIDE A MINIMUM OF THREE REFERENCE LETTERS. REFERENCE #1 Contact Public Entity Name: Reference Contact Person/Title/Department: Public Entity Size/Number of Residents/Square Mileage: /square, Event(s)Completed (include Name of Project/Event,Date of Event Start/Completion,Details on Size/Scope of Work/Complexity)SWe Is the Contract still Active?Yes No 43 of 75 www.beckerlawyers.com Florida |New Jersey |New York |Washington,D.C. The City of South Miami RFP No. CSM2024-11 State of Florida Lobbying Services 32 330 Becker Steven D.Losner Mayor Sean L.Fletcher Vice Mayor Erica G.Avila Councilwoman Jenifer N.Bailey Councilwoman Clemente Canabal Councilman Tom Davis Councilman Larry Roth Councilman Nzeribe (Zerry)Ihekwaba, PhD,PE City Manager 100 Civic Court Homestead,FL 33030 305-224-4400 www.homesteadfl.gov October 8,2024 City of South Miami 6130 Sunset Drive South Miami,Florida To Whom it May Concern Dear sir/madam, I write in support of the contract renewal of Becker &Poliakoff for state lobbying services for the City of South Miami. During my time as Deputy City Manager of City of Miami,the state lobbying team of Becker through their staff,Messrs.Jose K.Fuentes and Max Losner,successively utilized their vast network of contacts, legislative knowledge,and the results of their in-depth subject matter research to secure substantial funding,multiple grants and several appropriations support for the city’s critical infrastructure projects. As Homestead City Manager,I am pleased with our existing professional working relationship with Mr.Fuentes and the entire Becker team.Our record indicates that Mr.Fuentes has represented our city in Tallahassee for about 17 years.During this period,the city has received state funding for a variety of legislative budget requests, including upgrades to a sewer pump station essential to the City’s future development and sustainability.On appropriations,grants funding,policy and general governmental matters,the lobby team has excelled on their tasks including helping the city receive tax relief from the state for a large tract of public land leased to a private entity. In my opinion,the Becker firm is exceptionally qualified,and I strongly recommend them for your consideration in continuing their representation of the City of South Miami in Tallahassee. Yours, Zerry Ihekwaba,PhD,PE City Manager www.beckerlawyers.com Florida |New Jersey |New York |Washington,D.C. The City of South Miami RFP No. CSM2024-11 State of Florida Lobbying Services 33 331 Becker REFERENCE #2 3D in Jo/Contact Number &Email Public Entity Name:bP Virginia (gardens Person/Title/Department:Fud cSp^nr^C beno^Reference Contact Maar Public Entity Size/Number of Residents/Square Mileage:13 SQutxC rwtlea j fopaAu--H~o.n ?,M 1 \s<;u.fc^—'txjgajx. Event(s)Completed (include Name of Project/Event,Date of Event Start/Completion,Details on Size/Scope of Work/Complexity)State bobbing Gwis Is the Contract still Active?Yes 44 of 75 www.beckerlawyers.com Florida |New Jersey |New York |Washington,D.C. The City of South Miami RFP No. CSM2024-11 State of Florida Lobbying Services 34 332 Becker Village of Virginia Gardens 6498 NW 38th Terrace Virginia Gardens,FL 33166 www.virqiniaqardens-fl.gov Phone:305-871-6104 Fax:305-871-1120 October 11,2024 To Whom It May Concern; I have known and worked with Jose K.Fuentes for the better part of 23 years,first in his capacity as tire South Florida Regional Director of the South Florida Water Management District (SFWMD),and then as the Village of Virginia Gardens’lobbyist beginning in 2007.Virginia Gardens is a very small municipality with less than 3,000 residents.Therefore,we depend a lot on the assistance of other governmental agencies and bodies for funding of special programming or large infrastructure projects.In the time that Mr.Fuentes has worked on the Village's behalf in Tallahassee,the Village has had a high success rate in bringing back dollars from the state for everything from park expansion to drainage improvements.Before even becoming the Village’s lobbyist,Mr.Fuentes was instrumental in funding numerous flood mitigation projects for Virginia Gardens and numerous smaller cities by leveraging his role at the SFWMD.In his formal representation of the Village,he has had an outstanding record of success.In 2022 alone,we had nearly $2.4 million worth of projects funded in the state budget-an enormous deal for our small Village. These state dollars have proven essential for our small Village’s resiliency in major flooding events,as well as our ability to host our own recreational events for youth and seniors alike.In other words,the dollars that Mr.Fuentes has helped attract to our community have had an irrefutably direct impact on the quality of life of our residents.I highly recommend Mr.Fuentes,the entire Becker firm and its affiliates to continue working with the City of South Miami.Their work ethic,loyalty to their clients,and most importantly-their results,speak for themselves. Spencer Deno IV www.beckerlawyers.com Florida |New Jersey |New York |Washington,D.C. The City of South Miami RFP No. CSM2024-11 State of Florida Lobbying Services 35 333 Becker REFERENCE #3 Public Entity Name:villciCjt of Reference Contact Pcrson/Title/Department:joCtlun balianu Vilte, Contact Number &Email Public Entity Sizc/Number of Residents/Square Mileage: Event(s)Completed (include Name of Project/Event,Date of Event Start/Completion,Details on Size/Scope of Work/Complcxity)Lobb^ Is the Contract still Active?Yes «<No 45 of 75 www.beckerlawyers.com Florida |New Jersey |New York |Washington,D.C. The City of South Miami RFP No. CSM2024-11 State of Florida Lobbying Services 36 334 Becker PINECREST Office of the Village Manager October 1 1,2024 To Whom It May Concern: I have had the pleasure of working with the firm of Becker Poliakoff in a professional capacity for the last 1 0 years.My experience with Mr.Fuentes and Mr.Losner,as well as Manny Reyes of Pereira Reyes Consulting has consistently been very positive,productive, and fruitful for the Village and its residents.Due largely in part to the state appropriations requests that the Becker/Reyes team was able to get funded in the budget,the Village has completed significant stormwater improvement and drainage projects.Additionally, they have provided invaluable assistance in dealing with various state departments and personnel as it relates to the administration of grants that the Village received;and secured important policy victories on the Village’s behalf. Every year,at least 1-2 members of our Village Council travel to Tallahassee during the legislative session to advocate for the Village's priorities.The Becker/Reyes team always takes the time to facilitate meaningful discussions and meetings with key members of the Legislature for our members and ensure that their visits are full and productive.There are very few firms that offer a similar caliber of service and professionalism like that of Becker and Pereira Reyes.I am pleased to recommend them to continue working with the City of South Miami in pursuit of their state legislative goals. Sincerely, Yocelyn Guiliano,ICMA-CM Village Manager 12645 Pinecrest Parkway Pinecrest,Florida 33156 Yocelyn Galiano,ICMA-CM,Village Manager ygaliano@pinecrest-fl.gov www.pinecrest-fl.gov 305.234.2121 www.beckerlawyers.com Florida |New Jersey |New York |Washington,D.C. The City of South Miami RFP No. CSM2024-11 State of Florida Lobbying Services 37 Form 9 - Key Staff & Proposed Subcontractors 335 Becker FORM 9 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/duplicatc this page and attach to this Form.Additional space:No Yes Name Title Years of Experience Years with Firm LIcenses/Certificatlons Beep./h-P*1- Sr.Corf. t^r.^U-rw-STbiz II H.W Juke,Y Po i ^0 .CLlu.V»b*- S^CoAa M-4 3 fate Pre 4 «4 Cn+-~l 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: ~YO 'SIaA.propene SY<^V<Loiplsy Y £.&y tio—, g<.H-OZAeyC H-pro-ic-XS i'oi-mx!<-tkA.Lq-uo -h i-e> 44 at nierk'^tu.tern I’FC ctrc-pnru,^etUnnVL,eype/i’^Q <4-uOkerc ye X /+Cs . 46 of 75 www.beckerlawyers.com Florida |New Jersey |New York |Washington,D.C. The City of South Miami RFP No. CSM2024-11 State of Florida Lobbying Services 38 336 Becker Please identify each Key Staff member’s engagement commitments that will exist concurrently with the City’s Services: PROPOSED SUBCONTRACTORS Key Staff Name Area of Responsibility Client Commitment (Hours/week) Period of Engagement W I ft- The undersigned Proposer hereby designates,as follows,all major subcontractors whom they propose to utilize for the major areas of work for the services.The bidder is further notified that ail 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 bidder’s proposal.(If no subcontractors are proposed,state “None”on first line below.) Subcontractor Name &Address Scope of Work License Number Morry ^4tyg>(Pre»>ctcr»+pereCw—3*-<-2 7 »s '■Fico/' 33133 Lobby <no eintprtj+Zyy'Or irspi e vx+x-Vton tnon rayufre 47 of 75 www.beckerlawyers.com Florida |New Jersey |New York |Washington,D.C. The City of South Miami RFP No. CSM2024-11 State of Florida Lobbying Services 39 Provide documentation evidencing the experience of the Proposer and demonstrating that the Proposer has successfully provided Services similar to those specified herein to other governmental entities, including municipalities of similar size and needs as the City. The Proposer firm shall be currently engaged in Services on a full-time basis and shall have been in existence and continuous operation providing the Services for a minimum of two (2) years. Government Law & Lobbying has been a fundamental practice of the firm for more than thirty years. The abbreviated City of Homestead contract below demonstrates that Becker has been providing professional legislative consulting and lobbying services for a minimum of two (2) years. This is one of many municipal clients the firm has represented over 10+ years. 1.7.2. Proof of Experience 337 Becker This Agreement for Professional Services (the "Agreement")is entered into by and between BECKER &POLIAKOFF,and CITY OF HOMESTEAD (hereinafter referred to as "HOMESTEAD").BECKER &POLIAKOFF and HOMESTEAD together shall be referred to as "Parties." RECITALS WHEREAS,HOMESTEAD has had an active Professional Services Agreement in place with the FUENTES RODRIGUEZ CONSULTING GROUP (FRCG)for representation and other services;and WHEREAS,BECKER &POLIAKOFF has acquired FRCG;and WHEREAS,HOMESTEAD wishes to continue to receive the services it has received from FRCG with BECKER &POLIAKOFF,and BECKER &POLIAKOFF is ready,willing and able to do so. AGREEMENT NOW THEREFORE,in consideration of these aforementioned recitals,which are incorporated herein by reference,and the mutual covenants and obligations contained in this Agreement,BECKER &POLIAKOFF and HOMESTEAD hereby agrees as follows: 1)Services:BECKER &POLIAKOFF shall perform those tasks associated with serving as HOMESTEAD'S representative and spokesperson in meetings with federal, state,regional and local governmental entities,members of the Florida Legislature, legislative branch staff,and other stakeholders involved in the implementation of flood control initiatives and programs,growth management and grant processes;represent HOMESTEAD as one of its designated lobbyists before the Florida Legislature during the 2014 Regular Session and any Special Sessions;and perform any and all specific services that the Mayor and Council and/or administration of HOMESTEAD may request from time to time as pertaining to special opportunities (collectively the "Services"). It is hereby agreed to and understood that the obligations referenced above as BECKER &POLIAKOFF'S Services serve as general operating parameters that are not meant to be express instructions to BECKER &POLIAKOFF on how to complete its Services but instead illustrative of the scope of work that will most likely be required in the successful accomplishment of HOMESTEAD'S objectives.In the rendition of BECKER &POLIAKOFF'S Services,all representations made by BECKER &POLIAKOFF on HOMESTEAD'S behalf shall be subject to prior approval by HOMESTEAD'S authorized representative,which may be given orally or in written form.Nothing in this agreement shall be construed as a reoresentation ouarantvino BECKER &POLIAKOFF'S abilitv to successfully have a governmental entity approve,adopt or otherwise support any part or policy related to HOMESTEAD'S goals.BECKER &POLIAKOFF shall apply its best efforts to facilitate the development of HOMESTEAD'S goals. www.beckerlawyers.com Florida |New Jersey |New York |Washington,D.C. The City of South Miami RFP No. CSM2024-11 State of Florida Lobbying Services 40 Proposer shall provide documentation evidencing the safety and compliance record of the Proposer in performing similar Services, including information as to any safety or any noncompliance violations, assessments or citations issued by applicable governmental agencies in the past five (5) years. Becker/PR is dedicated to delivering the highest quality of services while prioritizing safety and compliance. Becker/PR is in full compliance with Occupational Safety and Health Administration (OSHA) and all other applicable government rules and regulations. We have not received any noncompliance violations, assessments or citations issued by applicable governmental agencies in the past five (5) years. Each office has a designated office manager to oversee compliance with all local state and federal laws. We would be happy to provide any specific documentation requested. To assure the achievement of the Firm’s mission in service of its clients and to provide the best possible work environment, the Firm expects employees to follow rules of conduct that will protect the interests and safety of personnel. It is not possible to list all the forms of behavior that are considered unacceptable in the workplace, but the following are examples of infractions of rules of conduct that may result in disciplinary action, including suspension, demotion, or termination of employment. a) Falsification of employment records, employment application, employment information, or any other records or reports in connection with or relating to your employment. b) Dishonesty in connection with the recording of your time or the time records of another. c) Theft or damage of any Firm property or the property of any employee or person. d) Removing or borrowing Firm property without prior authorization. e) Unauthorized use of Firm equipment, time, services, materials, employees, or facilities. f) Working or driving during working time with alcohol or illegal substances in your system or otherwise operating a vehicle in violation of the law. g) Possessing, distributing, selling, transferring, using, or illegal drugs while in the workplace. h) Provoking or participating in a physical fight, fighting, acts or threats of violence or aggression during working hours or on premises owned or occupied by the Firm. i) Provoking or participating in horseplay or practical jokes on the Firm’s time or on premises owned or occupied by the Firm. j) Possession of firearms or any other dangerous weapons, at any time, on premises owned or occupied by the Firm. k) Engaging in illegal conduct, which is detrimental to the reputation of the Firm, whether or not related to job performance. 1.7.3. Safety Record 338 Becker www.beckerlawyers.com Florida |New Jersey |New York |Washington,D.C. The City of South Miami RFP No. CSM2024-11 State of Florida Lobbying Services 41 l) Causing, creating, or participating in a disruption of any kind during working hours or on premises owned or occupied by the Firm. m) Insubordination, including but not limited to failure or refusal to obey the directives or instructions of any supervisor or member of the Firm’s Management, the use of abusive or threatening language toward any supervisor or member of Management, or refusal to fully disclose information during investigations conducted by or for the Firm. n) Being disrespectful or disloyal to the Firm, including but not limited to gossip and conversations, which are detrimental to the maintenance of a harmonious and pleasant working atmosphere within the Firm. o) Failing to personally notify the appropriate supervisor, Human Resources and/or Office Manager when unable to timely report to work. p) Unreported absence to your Human Resources and/or Office Manager of three (3) consecutive scheduled workdays. q) Failing to obtain permission from your immediate supervisor and Human Resources to leave work for any reason during normal working hours. r) Failing to observe working schedules, including breaks and lunch periods. s) Abusing sick or personal leave. t) Failing to provide a physician’s certificate when requested or required to do so. u) Sleeping or malingering on the job. v) Making or accepting for improper purposes personal telephone calls during working hours except on authorized breaks. w) Working overtime without authorization, failing to report all overtime hours worked, or refusing to work assigned overtime. x) Wearing unprofessional or inappropriate attire, nails, hair, or make-up while working. y) Violating any safety, health, or security policy, rule, or procedure of the Firm. z) Committing a fraudulent act, dishonest act, breach of trust, or violating the duty of loyalty to the Firm in any circumstances. aa) Failing to maintain the confidentiality of or protect proprietary information of the Firm or to maintain the confidentiality of privileged information received from the Firm’s clients or a violation of the Firm’s Confidentiality Policy. 339 Becker www.beckerlawyers.com Florida |New Jersey |New York |Washington,D.C. The City of South Miami RFP No. CSM2024-11 State of Florida Lobbying Services 42 1.7.4.1. To be eligible to respond, the Consultant shall have two (2) years of continuous operation under the same entity name and provide proof of same. 1.7.4. Proposer's Qualifications 340 Becker Department of State /Division of Corporations /Search Records /Return to Detail Screen / Return to Detail Screen Events BECKER &POLIAKOFF,P.A. Document Number Date Filed Effective Date Status 490721 12/22/1975 None Active Event Type Filed Effective Date Date Description NAME CHANGE 11/20/1990 OLD NAME WAS :BECKER,POLIAKOFF &STREITFELD, AMENDMENT P.A. NAME CHANGE 02/05/1979 OLD NAME WAS :BECKER,POLIAKOFF,SACHS & AMENDMENT STREITFELD,P.A. NAME CHANGE AMENDMENT 12/18/1978 OLD NAME WAS :BECKER,POLIAKOFF,&SACHS.P.A. NAME CHANGE AMENDMENT 06/30/1977 OLD NAME WAS :BECKER &POLIAKOFF,P.A. Return to Detail Screen www.beckerlawyers.com Florida |New Jersey |New York |Washington,D.C. The City of South Miami RFP No. CSM2024-11 State of Florida Lobbying Services 43 1.7.4.2. Consultant must include any relevant business licenses, including occupational licenses, and Florida registration (entity certifications, not personal) and a copy of the entity’s State Corporate Certificate or other proof from the State of Florida, Division of Corporations that Consultant is authorized to do business in this State. 341 Becker State of Florida Department of State I certify from the records of this office that BECKER &POLIAKOFF.P.A.is a corporation organized under the laws of the State of Florida,filed on December 22,1975. The document number of this corporation is 490721. I further certify that said corporation has paid all fees due this office through December 3 1,2024,that its most recent annual report/uniform business report was filed on January 8.2024,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 Firstday of February,2024 Tracking Number:5205076622CU To authenticate this certificate,visit tire following site,enter this number,and then follow the instructions displayed. https://services.sunbiz.org/Filings/CertificateOfStatus/CertificateAuthentication www.beckerlawyers.com Florida |New Jersey |New York |Washington,D.C. The City of South Miami RFP No. CSM2024-11 State of Florida Lobbying Services 44 342 Becker Diyhioh of an ojftrial jluff of Florida Department of State /Division of Corporations /Search Records /Search by Entity Mame ! Detail by Entity Name Florida Profit Corporation BECKER &POLIAKOFF,P.A. Filing Information Document Number 490721 FEI/EIN Number 59-1640708 Date Filed 12/22/1975 State FL Status ACTIVE Last Event CORPORATE MERGER Event Date Filed 10/19/2022 Event Effective Date NONE Principal Address 1 EAST BROWARD BLVD #1800 FT LAUDERDALE,FL 33301 Changed:10/22/2020 Mailing Address 1 EAST BROWARD BLVD #1800 FT LAUDERDALE,FL 33301 Changed:10/22/2020 Registered Agent Name &Address LESSER.STEVEN B. 1 East Broward Boulevard Suite 1800 FT LAUDERDALE,FL 33301 Name Changed:05/11/2001 Address Changed:03/19/2015 Offic e r/Di r ector DetaiI Name &Address Title TD LEVINE,ALLEN M 1 East Broward Boulevard Suite 1800 FT LAUDERDALE,FL 33301 Title PD ROSEN,GARY C 1 East Broward Boulevard Suite 1800 FT LAUDERDALE,FL 33301 www.beckerlawyers.com Florida |New Jersey |New York |Washington,D.C. The City of South Miami RFP No. CSM2024-11 State of Florida Lobbying Services 45 343 Becker Title SD LESSER,STEVEN B 1 East Broward Boulevard Suite 1800 FORT LAUDERDALE,FL 33301 Annual Reports Report Year Filed Date 2022 01/06/2022 2023 01/06/2023 2024 01/08/2024 Document Images 01/08/2024 -ANNUAL REPORT 01/06/2023 -ANNUAL REPORT 10/19/2022 -Merger 01/06/2022 -ANNUAL REPORT 01/11/2021 -ANNUAL REPORT 10/22/2020 -Amended and Restated Articles 01/02/2020 -ANNUAL REPORT 04/17/2019 -ANNUAL REPORT 02/02/2018 -ANNUAL REPORT 01/10/2017 -ANNUAL REPORT 02/09/2016 -ANNU AL REPORT 03/19/2015 -ANNUAL REPORT 01/28/2014 -AMENDED ANNUAL REPORT 01/27/2014 -ANNUAL REPORT 01/24/2013 -ANNUAL REPORT 02/16/2012 -ANNUAL REPORT 01/07/2011 -ANNUAL REPORT 09/15/2010 —Amendment 02/03/2010 —ANNUAL REPORT 04/21/2009 -ANNUAL REPORT 05/16/2008 -ANNUAL REPORT 02/25/2008 -ANNUAL REPORT 04/09/2007 -ANNUAL REPORT 04/17/2006 -ANNUAL REPORT 03/25/2005 -ANNUAL REPORT 01/28/2004 -ANNUAL REPORT 03/10/2003 -ANNUAL REPORT 05/13/2002 -ANNUAL REPORT 05/11/2001 -ANNUAL REPORT 01/27/2000 -ANNUAL REPORT 02/20/1999 -ANNUAL REPORT 01/29/1998 -ANNUAL REPORT 01/28/1997 -ANNUAL REPORT QL/31_/1.996-ANNUAL REPORT 01/31/1995 -ANNUAL REPORT View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format www.beckerlawyers.com Florida |New Jersey |New York |Washington,D.C. The City of South Miami RFP No. CSM2024-11 State of Florida Lobbying Services 46 1.7.4.3. Consultant must provide copies of its professional and business licenses and insurance, qualifier for company name and type of licenses, as well as those for supporting firms, contractors, or subcontractors. Becker possesses all required licenses. As of June 30, 2017, obtaining a Business Tax Certificate is no longer required for businesses that are located or operate in the city of Tallahassee. We have included the Business Tax Receipt for our Miami office below. 344 Becker CITY OF CORAL GABLES,FLORIDA LOCAL BUSINESS TAX RECEIPT ANNUAL FIRE INSPECTION FEE RECEIPTTHISISNOTABILL-DO NOT PAY BUSINESS NAME:BECKER &POLIAKOFF PA DBA NAME:BECKER CLASSIFICATION:NO.OF UNITS 1 Professional Service Corporati 2 LOCATION: UNIT DESCRIPTION 3 4 5 6 SQUARE FOOTAGE OF SPACE.6536 ;BUS/NESS TAX RECPT RENEWAL **This receipt does not constitute authority to begin operating at this location without a Certificate of Use and Inspection Approval ** CUST NO 010332 RECEIPT NO BT-0000006939 2024-2025 2525 PONCE DE LEON BLVD 825 AMOUNT PAID:$382 80 VALID ONLY AT LOCATION ABOVE. RECEIPT EXPIRES 09/30/2025 www.beckerlawyers.com Florida |New Jersey |New York |Washington,D.C. The City of South Miami RFP No. CSM2024-11 State of Florida Lobbying Services 47 1.7.4.4. Consultant shall provide a list of current and past clients, with emphasis on Florida municipalities. Becker’s Lobbying Clients • Advanced Green Technologies Duration: 2017-Present • Agape Community Health Duration: 2019-Present • American Clinical Solutions Duration: 2017-Present • Americas Trans./Safeguard Duration: 2018-Present • Bethune Cookman University Duration: 2005-Present • Broward Community Family Duration: 2017-Present • Broward County Sheriff's Office Duration: 2020-Present • Captiva CEPA Duration: 2021-Present • Centene Corporation/Sunshine Duration: 2009-Present • City of Cape Coral Duration: 2007-Present • City of Homestead Duration: 2014-Present • City of Lauderdale Lakes Duration: 2000-Present • City of Lauderhill Duration: 2011-Present • City of Lighthouse Point Duration: 2022-Present • City of Miami Duration: 2016 - Present • City of Miami Gardens Duration: 2005-Present • City of Miami Springs Duration: 2014-Present • City of North Lauderdale Duration: 2019-Present • City of Opa-Locka Duration: 1999-Present • City of Palatka Duration: 2016-Present • City of Pompano Beach Duration: 2000-Present • City of South Miami Duration: 2018-Present • City of Sweetwater Duration: 2019-Present • City of West Park Duration: 2007-Present • David Posnack Duration: 2022-Present • Edward Waters College Duration: 2009-Present • Exchange Club Duration: 2019-Present • Florida Association of Condos. Duration: 2021-Present • Florida Assoc. of Jewish Federation Duration: 1990-Present • Florida Children's Initiative Duration: 2019-Present • Florida Community Financial Duration: 2016-Present • Florida Memorial University Duration: 2001-Present • Florida Polytechnic Duration: 2014-2024 • Florida Taxicab Duration: 2023-Present • Foundation for Sickle Cell Duration: 2017-Present • Grande Vista Duration: 2020-Present 345 Becker www.beckerlawyers.com Florida |New Jersey |New York |Washington,D.C. The City of South Miami RFP No. CSM2024-11 State of Florida Lobbying Services 48 • Ideas for Us Duration: 2022-Present • International Yacht Brokers Duration: 2021-Present • JAFCO Duration: 2015-Present • Jewish Fed. of Palm Beach County Duration: 2022-Present • Miami-Dade County Duration: 2001-Present • Miami-Dade County Public Schools Duration: 2003-Present • Miami-Dade TPO Duration: 2020-Present • Operation Light Shine Duration: 2023-Present • Quest Management Duration: 2016-Present • RAINN Duration: 2020-Present • Safety Net Hospital Alliance FL Duration: 2009-Present • School Board of Broward County Duration: 2013-2024 • SWA Authority of Palm Beach County Duration: 2007-Present • SST Duration: 2020-Present • Streamline Technologies Duration: 2023-Present • Teach for America Duration: 2021-Present • TECO Duration: 2016-Present • Transdev Duration: 2020-Present • United Home Care Duration: 2020-Present • Urban League of Broward County Duration: 2021-Present • Verra Mobility (ATS) Duration: 2008-Present • Vertex Duration: 2021-Present • Village of Pinecrest Duration: 2014-Present • Village of Virginia Gardens Duration: 2014-Present • Win Florida Duration: 2023-Present Pereira Reyes’ Lobbying Clients • Alvarez Feltman & Da Silva. P.L. Duration: 2018-Present • American Society for the Prevention of Cruelty to Animals Duration: 2018-Present • City of South Miami Duration: 2018-Present • City of Sweetwater Duration: 2019-Present • Florida Healthy Alternatives Association Duration: 2023-Present • Florida Onsite Wastewater Association Duration: 2018-Present • Guardian School Security Systems Duration: 2024-Present • Latin Chamber of Commerce of the United States Duration: 2018-Present • Metro-Dade Fire Fighters Local 1403 Duration: 2018-Present • Miami-Dade County Duration: 2022-Present 346 Becker www.beckerlawyers.com Florida |New Jersey |New York |Washington,D.C. The City of South Miami RFP No. CSM2024-11 State of Florida Lobbying Services 49 • Miami-Dade Expressway Authority Duration: 2018-2024 • Miami-Dade Transportation Planning Organization (TPO) Duration: 2020-Present • Oasis Landscape Services, Inc Duration: 2022-Present • OUR MicroLending Duration: 2018-Present • Rywant, Alvarez, Jones, Russo & Guyton, P.A. Duration: 2024-Present • Ticket Hungry Duration: 2018-Present • Village of Pinecrest Duration: 2018-Present 1.7.4.5. Consultant must also provide the official complaint history within the last two (2) years for its qualifying professional license. Not applicable. A copy of Becker’s litigation history is included under Form 4 on page 20. 1.7.4.6. Consultant shall identify the Principal in Charge’s Experience. This individual must have a minimum of two (2) years’ experience in providing the Services. This individual must be capable of speaking and making decisions on behalf of the Consultant. José Fuentes will lead the Becker/PR team for state and local legislative efforts. He will rely upon the other team members identified below for support and back up. He is capable of speaking and making decisions on behalf of Becker. José has a strong network of contacts and over 30 years of experience working in the government and political arena. He is a government relations professional who represents public and private sector clients in environmental, public safety, infrastructure, health care, engineering, construction, food services and water resources. His municipal clients include the City of Miami, City of Homestead, Village of Pinecrest, City of South Miami, Village of Virginia Gardens, City of North Miami Beach, City of Sweetwater, City of Miami Springs, Town of Medley, and the Miami Dade Transportation Planning Organization. Jose serves as lead lobbyist for each of these clients. José’s extensive lobbying experience at the highest level of local, county and state has helped him contribute to the passage of numerous legislation. He has also secured funding for the municipalities he represents through the allocation of major infrastructure projects funding. During his time as director of the South Florida Water Management District, Regional Office, Mr. Fuentes was instrumental in securing funds for key water projects in Miami-Dade County. José has also successfully worked with his clients on various Procurement/Business/Community pursuits. 347 Becker www.beckerlawyers.com Florida |New Jersey |New York |Washington,D.C. The City of South Miami RFP No. CSM2024-11 State of Florida Lobbying Services 50 In the past two years, José and the Becker/PR team have accomplished many successes on behalf of our clients. These include: LEGISLATIVE POLICY ACCOMPLISHMENTS Miami-Dade County TPO The Becker/PR team has worked closely with the Board and Executive team to develop and execute a strong legislative program focused on key funding and policy priorities. Each year, we develop a legislative agenda and strategy, participate in governing board meetings, provide monthly reports and updates, meet regularly in person, communicate daily/weekly during committee weeks and session and facilitate meaningful meetings with legislators, DOT officials and other relevant stakeholders in Tallahassee and South Florida. Pictured on the right is TPO Executive Director Aileen Boucle & Previous TPO Chairman Oliver Gilbert meet with Senator Ed Hooper, regarding amending language in his bill that would otherwise negatively impact the TPO (2021). In 2021, the team worked closely with Senator Ed Hooper (Tampa) and Representative Alex Andrade (Pensacola) to include language in their transportation package legislation (SB 1194), that removed the prohibition on the Miami-Dade TPO from assessing fees to its member municipalities. Thus, creating another revenue stream for the TPO to fund its programs and activities. In the 2022 and 2023 sessions, we successfully lobbied to remove language from HB 157 (2022) and HB 425 (2023), that would have capped the percentage of funds that the state could commit from the State Transportation Trust Fund to fund public transportation projects. In essence, this would have made it more difficult to fund large transportation projects in Miami- Dade because it would have been harder to attain enough funding to qualify for federal matching funds. Furthermore, the legislation tried to steer more money toward roadway projects in lieu of public transportation projects, which was contrary to the TPO’s legislative priority to fund the Strategic Miami Area Rapid Transit (SMART) Plan- which is an aggressive plan to have rapid public transit solutions for five of the county’s busiest transit corridors. 348 Becker www.beckerlawyers.com Florida |New Jersey |New York |Washington,D.C. The City of South Miami RFP No. CSM2024-11 State of Florida Lobbying Services 51 Miami-Dade County We have handled a variety of assignments for the Miami- Dade County team, including airport expansion, traffic mitigation, environmental protection, cultural tourism, public safety, senior services, stormwater drainage and many others. Team members have worked on the federal New Starts program, SMART Plan policy issues, managed lanes, transit studies, texting while driving, and red-light cameras. Pictured on the right is TPO lobbyist Manny Reyes, TPO Deputy Director Zainab Salim, FDOT Secretary Jared Perdue, TPO Executive Director Aileen Boucle, FDOT District 6 Secretary Stacy Miller, and TPO lobbyist Jose Fuentes pose for picture after meeting with Secretary Perdue and Secretary Miller to discuss funding aspects of the county’s Strategic Miami Area Rapid Transit (SMART) Plan (2023). LEGISLATIVE APPROPRIATIONS SUCCESSES City of Miami (2022 - 2024) - Becker Client East Auburndale Drainage & Flooding Mitigation- $1,500,000 Kinloch Flooding Mitigation & Road Reconstruction - $2,269,619 Fairlawn Community Stormwater & Drainage- $800,000 East Flagami Flooding Mitigation- $3,000,000 Roadway Reconstruction & Installation of Traffic Calming Devices- $1,500,000 (Vetoed) Pump Stations Upgrade- $2,500,000 Tidal Valves & Flood Improvements- $100,000 Localized Flooding Improvements for District 3- $1,052,000 Drainage Improvements for SW 27th Street - $1,605,000 Tamiami Boulevard Roadway Reconstruction- $1,000,000 Auburndale Roadway, Drainage & Traffic Calming Improvement- $1,250,000 Traffic Calming & Pedestrian Safety Program for District 4- $1,000,000 South Golden Pines Street Improvements- $2,500,000 (Vetoed) Badia Center at Flagami Park - $1,750,000 Village of Pinecrest (2022 – 2024) - Becker and Pereira Reyes Client Stormwater Improvements- $700,000 Water Line Extension Project- $3,900,000 (Vetoed) Stormwater Improvements- $500,000 Stormwater Improvements - $350,000 (Vetoed) 349 Becker www.beckerlawyers.com Florida |New Jersey |New York |Washington,D.C. The City of South Miami RFP No. CSM2024-11 State of Florida Lobbying Services 52 City of Sweetwater (2022 - 2024) - Becker and Pereira Reyes Client North Drainage Improvements- $500,000 Elderly Activities Center (Mildred & Claude Pepper Senior Center) - $418,242 Carlow Park Improvements - $300,000 SW 5th Terrace Drainage Improvements- $600,000 Mobile Command Post - $500,000 Roadway & Drainage Improvements- $500,000 (Vetoed) City of South Miami (2022 - 2024) - Becker and Pereira Reyes Client Septic to Sewer Project - $1,800,000 New Police Station- $3,500,000 Culvert Replacement & Bridge Repairs - $235,000 (Vetoed) Septic to Sewer Conversion - $1,500,000 (Vetoed) Bike Lanes Project - $800,000 (Vetoed) Police Department Radio Upgrades - $500,000 (Vetoed) City of Miami Springs (2022 - 2024) - Becker Client City of Miami Springs Senior Center - Supplemental Meals and Services - $750,000 Miami Springs Hook Square Pump House Replacement - $750,000 Miami Springs Erosion Control and Stabilization of Drainage - $2,000,000 (Vetoed) Miami Springs South Drive Road & Storm Water - $2,000,000 Senior Meals & Supplemental Services - $375,000 Forrest Drive Stormwater & Flood Mitigation Improvements - $1,000,000 Miller Drive Roadway Improvements - $1,000,000 (Vetoed) WWI Memorial - $200,000 (Vetoed) City of Virginia Gardens (2022 – 2024) - Becker Client City Hall ADA Upgrades and Emergency Shelter - $600,000 (Vetoed) Central Drainage Improvements - $850,000 Municipal Complex Drainage Improvements - $915,000 Roadway Improvements - $600,000 (Vetoed) Phase II Central Drainage Improvements - $700,000 (Vetoed) Pump Station Rehabilitation - $300,000 (Vetoed) City of Homestead (2022 - 2024) - Becker Client City of Homestead Breast Cancer Screening - $500,000 Homestead Senior Citizen Programming - $175,000 Homestead Law Enforcement Technology Upgrades - $500,000 (Vetoed) Septic to Sewer Conversion - $1,000,000 (Vetoed) 350 Becker www.beckerlawyers.com Florida |New Jersey |New York |Washington,D.C. The City of South Miami RFP No. CSM2024-11 State of Florida Lobbying Services 53 City of Palatka (2022 – 2024) - Becker Client Sewer Main and Manhole Improvement - $2,015,531 Jenkins Memorial Gym - $690,000 Potable Water Main Line Replacement - $7,000,000 Affordable Housing Initiative - $2,000,000 Sewer Main and Manhole Improvements -$2,500,000 Police Patrol Cars - $250,000 Potable Water Main Line - $3,500,000 Every member of the team surpasses the minimum two (2) years of experience required of the RFP, below is evidence of Jose Fuentes's. 1.7.4.7. The team working on the Services must have prior experience within the past two (2) years of providing similar services. Representing local governments at the county, state and federal levels has become a niche practice for Becker. Our team has been successful in securing funding for local governments and at the forefront of major policy issues. Our “secret” formula for success is that we are obsessive about learning the institutional history behind an issue, reading every piece of legislation, including amendments, to ensure that our clients are protected. This practice helps us to position our clients to be successful, by knowing what legislation is moving, what legislation is “dead on arrival”; who are the champions and who are the antagonists; which committees are friendly and which will hide a bill from ever seeing the light of day. Legislative intelligence is the 351 Becker FloridaLobbyistRegistrationandCompensation Home &2024 Legislative Lobbyist Detail Back to Search Jose K.Fuentes Mailing Address: 121 Ahambra Piz Fl 10 121 Ahambra Plaza 10th Floor Coral Gables FL 33134-4540 Phone Number: (305)260-1018 FloridaLobbyistRegistrationandCompensation Home »2022 Legislative Lobbyist Detail Back to Search Jose K.Fuentes &2023 Legislative Lobbyist Detail FloridaLobbyistRegistrationandCompensation Heme Sack to search Jose K.Fuentes Malling Address: 121 AhMmtxaPvn 10 121Arantxa Plaza 10m Floor Coral Gat**.Fl 33134.4540 Phone Number: (305)200.101« Mailing Address: 121Alhambra PlzFl 10 121Ahambra Ptaza 10th Floor Coral Gables Fl 33134-4540 Phone Number: (305)260-1018 www.beckerlawyers.com Florida |New Jersey |New York |Washington,D.C. The City of South Miami RFP No. CSM2024-11 State of Florida Lobbying Services 54 key to effective lobbying. Our team knows where to get it and how to use it to represent our clients. There is no better testament to our success than our many long standing (10+ year) local government clients such as the City of Miami Springs since 2007; the City of Virginia Gardens since 2007; the City of Pompano Beach since 2000; City of Cape Coral since 2007; Miami-Dade County since 2001, and Miami-Dade County Public Schools since 2003. For each of these clients, we have been renewed several times despite difficult political circumstances, tough economic times, changing of the guard in municipal leadership and many other complicating factors. Despite it all, the Becker lobbying team has remained the cities’ trusted advisor and counsel for government relations. The Becker/PR team is well-versed in the City’s topics of interest. • Traffic And Multi-Modal Mobility And Safety The Becker/PR team has more than two decades of experience impacting transportation policy and securing transit funding through appropriations and agency programs (State, Federal, and Regional). Representing Miami-Dade County, Miami-Dade TPO, and MDX plus numerous cities, our experience includes working with FDOT on roadways, bridges and truck weight restrictions and Florida Department of Environmental Protection regulation and permitting. issues and funding include the federal New Starts program, SMART Plan policy and funding issues, managed lanes, identifying funding for transit studies, funding for the ports, texting while driving, and red-light cameras. For other local government clients, we have secured state funds for traffic signal coordination, intersection enhancements, streetscape improvements, road widening, mobility projects, road striping and other safety improvements. The team has a strong understanding of tolling, eminent domain, governance, prompt pay, license plate design, texting while driving, bonding flexibility, and project insurance. The team also has a great deal of transportation experience representing private clients before local governments. For example, Becker lobbyists helped Americas Transportation secure and negotiate the contract for Miami-Dade Transit express route to add more buses going from Miami-Dade to Key Largo. The Becker team also represents Transdev, an operator and global integrator of mobility, delivering transit solutions to local governments, universities and others around the world. Transdev is the maintenance of way contractor, before the South Florida Regional Transportation Authority. The firm has led negotiations with the SFRTA and through that work, has become intimately familiar with local, state, and federal level funding. The Becker team also assisted Miami-Dade County with $6,651,314 for a Countywide Traffic Signals Agreement. 352 Becker www.beckerlawyers.com Florida |New Jersey |New York |Washington,D.C. The City of South Miami RFP No. CSM2024-11 State of Florida Lobbying Services 55 • Resilient Infrastructure The Becker/PR team has represented the Miami-Dade Transportation Planning Organization (TPO) since 2020. The team has successfully passed legislation to allow the TPO to assess fees of their membership, creating a large stream of revenue for planning of infrastructure and roadway policy and projects in Miami-Dade County. During the 2022 session, the team was integral in removing language from Senate Bill 398 that would have placed a cap on the amount of funding from the State Transportation Trust Fund that could be committed toward transportation projects. This is one of the many examples of the Becker/PR team successfully securing funding and monitoring legislation for resilient infrastructure. • Sea-Level Rise Becker’s Sea Level Advisory Team provides flooding and sea-level rise counsel to a variety of clients with regard to development projects, procurements, insurance claims, land use issues, common ownership housing issues, government mitigation plans and processes, and other related issues. In 2021, Becker was instrumental in helping to secure the passage of Florida’s “Always Ready” legislation which provides more than $100 million every year to help Florida communities combat the effects of rising sea levels. Becker worked with client American Flood Coalition Action (AFCA) and state leaders to establish statewide resiliency programs that address flooding and sea level rise. Senate Bill 1954 established statewide resiliency programs that assess and address inland and coastal flooding and sea level rise. SB 1954 also created the Resilient Florida Grant Program within the Department of Environmental Protection (DEP) which provided funding, subject to appropriation, to local governments for the costs of resilience planning and projects to adapt critical assets. Another example is the Becker team’s extensive experience securing millions in funding for the City of Cape Coral. Projects include $5,500,000 for the Caloosahatchee Reclaimed Water Transmission Main, $2,000,000 for the Historic Caloosahatchee Shoreline Preservation Project, and $500,000 for Reservoir and Pipeline Project. • Flooding The Becker team has secured millions in funding to minimize flooding and improve roads in the South Florida community. The City of Miami received $8,721,619 in 2022 alone for stormwater drainage, flood mitigation and improvements, and road reconstruction. Throughout his career, team lead José Fuentes has assisted in bringing over $500 million for stormwater drainage to mitigate flooding in SW Miami-Dade County. 353 Becker www.beckerlawyers.com Florida |New Jersey |New York |Washington,D.C. The City of South Miami RFP No. CSM2024-11 State of Florida Lobbying Services 56 Becker is at the forefront of policies, resources, and solutions to proactively address flooding and drive adaptation to higher seas, stronger storms, and more frequent flooding. The team worked closely with Governor DeSantis, legislative leaders, the state’s Chief Resilience Officer, and the Department of Environmental Protection (DEP) leaders to pass the Always Ready Resiliency law so Florida’s cities can be more strategic and proactive in protecting inland waterways, coastlines, shores, and natural resources. • Stormwater Systems The team has helped steer tens of millions of dollars for clean water and related water infrastructure projects to local government clients, including stormwater drainage, water plant filter rehabilitation, water pump station construction, reclaimed water, drainage and retention ponds, water pollution reduction, canal system conveyance, well installation, stormwater ADA compliance. • Water Quality Florida's local governments are responsible for delivering clean water to their constituents. Becker has helped steer tens of millions of dollars for clean water and related water infrastructure projects to local governments. We know this budget well and have worked closely with agency and committee staff to assist our local government clients. • Electrical Utility Undergrounding and Reliability Horsepower Electric, a Becker client since 2011, is involved in all aspects of electrical design, installation, and maintenance for several municipalities, including the City of Sweetwater, City of Miami Springs, City of Sunny Isles Beach, Miami-Dade County, City of Miami, and City of Aventura, among others. During our representation, we have continued to secure significant victories including winning a bid protest for Horsepower Electric in the City of Weston. Horsepower was the third-place bidder and successfully knocked out first- and second-ranked firms. Becker also helped secure a $12,854,000 contract to Horsepower Electric for Roadway and Traffic Construction and award of two successive Mast Arm Design Builds $8,649,000 and $8,145,335. • Property Insurance Becker attorneys have represented policy holders in a wide range of insurance disputes including coverage disputes and bad faith claims. We have significant experience assisting Florida property owners in their fight with their insurance carrier and have successfully resolved hundreds of claims totaling millions of dollars. • Flood Insurance As former Director of the South Florida Water Management District (SFWMD), Miami- Dade Regional Office, Jose was recognized for his work during the “No Name Storm”, 354 Becker www.beckerlawyers.com Florida |New Jersey |New York |Washington,D.C. The City of South Miami RFP No. CSM2024-11 State of Florida Lobbying Services 57 which impacted the City of Sweetwater, bringing close to ten inches of flood water to the City. Realizing the critical problem in the City due to it being built much lower than the rest of Miami-Dade County, Jose worked closely with the then-Mayor to help resolve many problems that resulted from the No Name Storm, including attaining money for two pump systems, the G-24, located at the mouth of Biscayne Bay, and G-44, located on the western edge of the City. Both pumps move hundreds of cubic feet of water per second out to tide, allowing for the creation of more capacity for the City to continuously pump out flood water during major storm events. Because of the work he and his colleagues did, flood insurance was lowered for thousands of residents in the City – a major success for Sweetwater. • Condominium Associations Regulations Becker’s legal practice grew out of its pioneering role creating the law pertaining to the operation of common ownership housing. Many of the leading cases in the field bear the firm’s name. Our attorneys are recognized as individual leaders in the field through published works, public service, legislative activities, and industry group leadership positions. Several attorneys are members of the prestigious College of Community Association Lawyers (CCAL). In Florida, Becker has the largest, dedicated team of Board Certified attorneys in Condominium and Planned Development Law among any firm in the state. • Building Standards, Code and Certification Requirements Celebrating its 50th year in practice, Becker’s legal practice is proudly recognized as the leader in the representation of community associations throughout Florida. Becker has more board-certified community association attorneys and construction attorneys than any other firm in the state of Florida. Working together, our Community Association and Construction attorneys can help our clients prevent or mitigate any potential defect disputes from arising, and if they do arise, the firm’s lawyers have the expertise and experience in resolving high-stakes controversies through litigation, mediation, and arbitration, as well as securing insurance coverage for many of these claims. Becker attorneys are known throughout the United States for representing commercial and residential property owners, community and homeowner associations, developers, and other plaintiffs in complex construction defect cases. Our group’s understanding of the many technical complexities of construction defect cases, the challenges presented during turnover, and familiarity with insurance coverage claims are just a few of the many aspects that set our group apart from other law firms with construction defect practices. • Zoning Codes As local government lawyers and lobbyists, the Becker team has extensive knowledge and experience with Florida’s growth management law, the “Community Planning Act” 355 Becker www.beckerlawyers.com Florida |New Jersey |New York |Washington,D.C. The City of South Miami RFP No. CSM2024-11 State of Florida Lobbying Services 58 which took the place of the long-standing “Growth Management Act” which is intended to encourage local governments to protect land, water, and resources consistent with the public’s interest through the process of comprehensive planning. Team members routinely work with the Department of Community Affairs, local and regional agencies and legislators and committee staff on the relevant House and Senate committees. • Motorized Scooters, Bicycles and Electric Bicycles Becker has successfully lobbied for streetscape improvements and roadway reconstruction on behalf of several clients to enhance the safety of cyclists. A few examples include red $2,000,000 for the City of Pompano Beach to reconstruct a deficient roadway; $3,000,000 for the City of Miami Little Havana Pedestrian Priority Zones; $1,000,000 for the City of Miami Tamiami Boulevard Roadway Reconstruction; $29,000 for the Town of Lake Park Road Striping and Safety Improvement; among others. For the City of South Miami, Becker requested $1,600,000 in FY24 to fund the South Miami Bike Lanes Project which would provide a clear and safe path for cyclists. Unfortunately, this project was vetoed, however funding would have been used to Connect existing bike lanes on 62nd Avenue and 57th Avenue from the Ludlam Trail to The Underline as well as along SW 57th Avenue from Kendall Drive (SW 88th Street) to the Underline. This project would have included a combination of bike lanes, sharrows, and intersection safety improvements, along with landscaping and the creation of a uniformed tree canopy on 64th Street West of 62nd Avenue. • Seniors And Special Needs Programming The Becker team has consistently helped our clients receive funding for senior facilities, programming, Alzheimer’s Care and other services for seniors. For the last five years, the City of West Park has received funding for their senior programming offering services that include social interaction, recreational outings, health fairs, exercise, and nutrition. During the 2024 session, the Becker team was able to double the amount of funding allowing the City to serve more seniors. In addition, the City of Lauderdale Lakes has continuously received funding for their Alzheimer’s Care Center allowing them to continue to provide services to those persons who have Alzheimer’s disease and their caregivers. For the last 8 years, Becker has also helped the City of Miami Springs Senior Center receive funding for supplemental meals and services. In 2024, the City of Miami received $1,750,000 in funding for the rehabilitation and expansion of the Badia Senior Center. The center will provide health and wellness activities such as recreational, social programs, lunches, computer classes, field trips, and more. 356 Becker www.beckerlawyers.com Florida |New Jersey |New York |Washington,D.C. The City of South Miami RFP No. CSM2024-11 State of Florida Lobbying Services 59 • Emergency Management Planning, Preparation, Response, And Recovery During the pandemic, Becker encouraged collaboration between clients to help facilitate emergency preparedness. As a result, our client, Edward Waters University became a COVID-19 site operated by our client Agape Community Health Center. As a result of this collaboration, Edward Waters University received a number of infrastructure upgrades and Agape was able to provide Covid-19 relief to the King’s Road community. Protecting municipal clients in Emergencies is a specialty at Becker. We are intimately involved with our municipal clients, Miami-Dade County, the State, and FEMA in ensuring timely support for municipal support before, during, and after hurricanes and other emergencies. We have excellent relationships with the Florida Division of Emergency Management and have helped clients secure millions of dollars in reimbursements. Our attorneys, many of whom have been representing community associations in Florida for over 20 years and are board certified by the Florida Bar, have assisted in all phases of planning and preparing, as well as recovering and rebuilding. As an example, we have assisted clients with stormwater and drainage funding. For the Town of Lake Park in Palm Beach County, we helped secure $3,500,000 for Hurricane Prevention Drainage Funding for Lakeshore Blvd. through Federal Emergency Management Agency (FEMA) and Florida Division of Emergency Management. In addition, we have helped secure funding related to emergency management for the City of Miami Springs Forrest Drive Stormwater & Flood Mitigation Improvement ($1,000,000); Village of Pinecrest Stormwater Improvements ($1,000,000); Village of Pinecrest; ($700,000); City of Miami East Auburndale Drainage & Flooding Mitigation ($1,500,000); City of Miami Kinloch Flooding Mitigation & Road Reconstruction ($2,269,619); City of Miami Fairlawn Community Stormwater & Drainage ($800,000); and City of Miami East Flagami Flooding Mitigation ($3,000,000). • Retention of Home Rule Powers Defending Home Rule occurs every session when representing local governments in Tallahassee. As one of only three Home Rule counties, the State cannot pass legislation that only affects Miami-Dade. In our representation of Miami-Dade County, defending Home Rule is at the very pinnacle of legislative priorities. We routinely work closely with the Florida League of Cities. A few years ago, we worked with the League and our client, the City of Cape Coral, to develop and execute a legislative strategy on the Vacation Rental Preemption issue. A top House priority, we worked with city leaders and Cape Coral’s Senator to craft multiple amendments in the friendlier Senate Committee that ultimately helped kill the bill for the year. 357 Becker www.beckerlawyers.com Florida |New Jersey |New York |Washington,D.C. The City of South Miami RFP No. CSM2024-11 State of Florida Lobbying Services 60 Below is evidence that each person working on the Services for the City of South Miami has at least two (2) years of experience. Our lobbyists are registered as both legislative and executive lobbyists within the State of Florida. 358 Becker 10«)8/24 06:00:05 2024 LEGISLATIVE LOBBYING FIRMS Becker &Polia koff PA (984^9SB 4180 ATTM:Bernie J.Friedrmn.I E Broward Blvd Sie 1S00,Ft Lauderdale. FL S55OI Eflyrr 0 E Broward.Blvd,See I KOO.Fort Lauderdale.FL 12100 Fridman.JStarHnrJ. J E Brow itrd Blvd,Sie I KUH.Fan Lauderdale.FL 22200 Fucnter.Jaw A. Oil Alhambra Fix Fl ll>.121 Alhambra Plaza O(hh Floor.Coral Chides.FL 55124-4340 Jsdhrair,Kaknufc C‘ash 1 E Brow ard Blvd,Sie I KIMI.Fort Lauderdale.FL 21200 Lamer,.Wax Screw 02 1 Alhambra Towers,IDdb Floor.Corad Gables,FL 22 124 .ILmhftfMT,iVnnhokB G. 0 E Broward Blvd.,See I KIHi.Foot Lauderdale.FL 22100 J?4jgcnr.CWr K-Wom 0 E.Browwd.Blvd..I Hih Fkctr.Fan Laudcrdaln,FL 5550 1 .SAwafe ,La JenM 0 E Broward Blvd.Suiie ISDO.Fi Laudcrdala,FL 22201-1 H7fi .Sirgd1,finureiii'G. 01)01 2rd Avenue.SuULh.Suite-SOU.Ejr&denroa.FL 24204 WithDrwn.MftftOGM FJ ffder ,Jileak 1 E Broward Blvd,Sune 1800,F'Lauderdik.FL 22201-1 H?fi www.beckerlawyers.com Florida |New Jersey |New York |Washington,D.C. The City of South Miami RFP No. CSM2024-11 State of Florida Lobbying Services 61 359 Becker 10O8Q4 06:00:03 2024 LEGISLATIVE LOBBYING FIRMS PertIra Reyes Cansuftrnfli Irie 2®2<!H99 2523 SW 2?db Avenue,la Fk-ar.Miami,FL SS I3J IrHT.T,Ta£d ALOL SW 34A Avenue,0MM2&Ocala,FL 34414 JScni e.v,..yanucf ^JriTanm*/2323 SW 21*Avenue,la FLoor.Mumu FL JJI JJ www.beckerlawyers.com Florida |New Jersey |New York |Washington,D.C. The City of South Miami RFP No. CSM2024-11 State of Florida Lobbying Services 62 360 Becker 0Wir24 06.00:03 2023 LEGISLATIVE LOBBYING FIRMS Beckor &Polia koFf PA fl14 J 9®5 41-80 ATTH:Bennie J.Friedimn.I E Broward BLvdSlc 1S00,Ft Lauderdale. FL 33MI Opr J E Brownd Blvd,Sre IKIHI.Fan Lauderdale.FL 11101 FruurtnoHi Berre fu J. IE Brow ard Blvd,Su INUU,Fan Lauderdale.FL 11101 FirowitJ.Jn.Tc A. 121 Alhambra Fix .Fl IO.1.21,Alhamho Plaza 30ih Floor.Cared Liibks. FL »1144540 jfarAwjn,K^diKwAz F.osA 1 E Brow aid Blvd,Sie I SUU,Fan Lauderdale.FL 31101 Lamer.Jfar .’wnwra 12 1 Alhambra Tubweri.|miFluor.Cura!Liable,FL 11L14 .Lftrffikcwar,iVkAuAb G. 1 E Brow aid Blvd.,Su IKIHL Fest Lauderdale.FL 11301 fi^err.Cooh'-BFaf/atMU 1 E.Brow ard Blvd.,IMih FJocxr.Eon Lauderdale.FL SSMlI Meulk ,Langw 1 E Brow aid Blvd,Suiw LSINk Fn Lauderdale,FL lllftL-IRTh FJ Ti’dtF ,Jj^kiA 1 E Brew aid Blvd,Suite USIMK Ft Lzuderdale,FL 131DL-IHTfi www.beckerlawyers.com Florida |New Jersey |New York |Washington,D.C. The City of South Miami RFP No. CSM2024-11 State of Florida Lobbying Services 63 361 Becker 01.0 11*24 06.00:03 2023 LEGISLATIVE LOBBYING FIRMS Pereira Reyes Gansu hi no.Inc 1 30 5^2S 2 9 1992325SW2.7dh Avenue,Id FLoor.Miami,FL 33 133 ImtT,FGdrf il&L SW 34<h Avenue,AW-32D.Ooh,FL J4474 fin e.v,Afanurf /Afanm72525SW27AAvenue,'la Floor.Mumu FL 33 1 33 www.beckerlawyers.com Florida |New Jersey |New York |Washington,D.C. The City of South Miami RFP No. CSM2024-11 State of Florida Lobbying Services 64 362 Becker m ot m 2022 LEGISLATIVE LOBBYING FIRMS 1 E Bny*aid Blvd,Sura LSOTl F?Lauderdale,FL 3 3 301.i N?fi Becker &Poliakoff PA 98541(10 ATTN:Bernie J.Friednairi.I E Broward Blvd Sie K*XXJ,R Luudadaie. FL 33501 Opr 1 E Brew.aid Blvd,Sue I KIHI.Fcot Laudadale.FL 11101 riedtaoH!.fiemfer J. 1 E Brow aid Blvd,See IKIHI.Foot Laudadak.FL11101 Fmentics.Joje JL 12 1 Alhambra Pk Fl I ft.1.21 Alhambra Plaza lOih FLoor.Coral Gobles. FL 33114-4540 FaEandfl CokAi ]E Brov.aid Blvd,Sue I KIKI,Foot Laudadait.FL 11101 Jffiunur C”. llWL NE Sfiih Street,LukLmd Pad.FL 33314 ^ithfJrmiL lM/21.'3022 Lixmcr,.Wat .Sjinvw 12 L Alhambra Tim ent.Ilkh Floor,Coral Gables,FL JJ L34 Ifm’fA'CTir.T,iVfr^riTJ G. 1 E Brow aid Blvd.,Sie I KIHI,Foot Laudadak-.FL 11101 JiYl’u'ij ,Lnrqi'a www.beckerlawyers.com Florida |New Jersey |New York |Washington,D.C. The City of South Miami RFP No. CSM2024-11 State of Florida Lobbying Services 65 363 Becker 0€:00:0a 2022 LEGISLATIVE LOBBYING FIRMS Pereira Reyes Cansuhinfl.Inc 1 3Q 5j 2934MS9 ±525 SW 2?db Avenue.Iss Fleer,Mumu FL 33 1 33 Bn-ar,Afanurf (MiMmy ±525 SW 27iii Avenue,Is Fker.Miami,FL 33 1 33 www.beckerlawyers.com Florida |New Jersey |New York |Washington,D.C. The City of South Miami RFP No. CSM2024-11 State of Florida Lobbying Services 66 The Proposer must include the following information for this requirement: 1.7.5.1. Complete and submit Form 9, Key Staff and Proposed Subcontractors. Form 9 is included as required on page 37. Pereira Reyes (PR) Consulting is the proposed subcontractor. PR Consulting specializes in state and local government consulting, the development of public policy and legislation, and strategic planning. Manny Reyes, president of PR Consulting, has worked closely with the Becker team for many years on behalf of South Miami and other local clients. He has experience on an extensive array of issues including transportation, municipal government, growth management, regulated industries, economic development, education, and environmental regulation, among others. His past and current client list includes local municipalities, MDX, and private sector businesses working with local and state government. PR Consulting will assist team leader Jose Fuentes with securing support from legislators for City priorities and securing support from Miami-Dade, regional and legislators statewide. They are adept in matching state grant opportunities with client needs and they have assisted clients through the bureaucratic process of securing state and federal grant funding. 1.7.5.2. Provide an organizational chart showing reporting structure for all Key Staff, including any key subcontractors. 1.7.5. Personnel Qualifications/Key Staff 364 Becker www.beckerlawyers.com Florida |New Jersey |New York |Washington,D.C. The City of South Miami RFP No. CSM2024-11 State of Florida Lobbying Services 67 1.7.5.3. Include a one-page resume with contact information for at least three (3) professional references for the individual designated to serve as Principal in Charge. JOSE KEICHI FUENTES jfuentes@beckerlawyers.com EDUCATION: St. Thomas University, B.A. Miami Dade College WORK EXPERIENCE: Becker & Poliakoff 2013 – Present Senior Government Relations Consultant The Fuentes Rodriguez Consulting Group 2007 – 2013 Managing Partner South Florida Water Management District 1999 – 2007 Director, Miami-Dade Regional Service Center 2004 – 2007 Lead, Government/Public Affairs Representative 2002 – 2004 Senior, Government/Public Affairs Representative 1999 – 2002 Broward County Commission, Public & External Affairs 1997 – 1998 Legislative Liaison United Home Care Services 1996 – 1997 Director of Development The Salvation Army of Dade County 1993 – 1996 Director of Fundraising Miami Bridge, Inc. 1990 – 1993 Director of Community Relations/Administrator United States, Office of Senator Connie Mack 1989 – 1990 Staff Assistant Florida House of Representatives 1986 – 1989 Director of Hispanic Affairs 1988-1989 Office of State Representative Rudy Garcia 1986-1988 PROFESSONAL REFERENCES: Aetna Renthia Jackson Vice President of Sales, Public & Labor RXJackson@aetna.com; (954) 205-0654 ShotSpotter, Inc. (SoundThinking) Phil Dailly Vice President of Sales PDailly@soundthinking.com; (704) 470-5501 T-Mobile Stacey Briggs Principal Manager, State Legislative Affairs stacey.briggs@t-mobile.com; (615) 424-9224 365 Becker www.beckerlawyers.com Florida |New Jersey |New York |Washington,D.C. The City of South Miami RFP No. CSM2024-11 State of Florida Lobbying Services 68 1.7.5.4. Include one-page resumes for each person or subcontractor listed in Form 9, Key Staff and Proposed Subcontractors. Resumes should include experience with similar services, specifying the role the individual employee served in the provision of the Services. As lobbying team leader, José Keichi Fuentes will quarterback the annual development of the City’s legislative strategy. He will also coordinate the monthly reports, ongoing communication, and regular meetings with the City’s team. José has a strong network of contacts and over 40 years of experience working in government and politics. He is a government relations professional who represents public and private sector clients in environmental, public safety, infrastructure, health care, engineering, construction, food services and water resources. He has contributed to the passage of numerous pieces of legislation and has secured millions in funding for the municipalities he represents. His municipal clients include the City of Miami, City of Homestead, Village of Pinecrest, City of South Miami, Village of Virginia Gardens, City of North Miami Beach, City of Sweetwater, City of Miami Springs, Town of Medley, and the Miami Dade Transportation Planning Organization. Jose serves as lead lobbyist for each of these clients. Mr. Fuentes is committed to public service as proven through his community, civic and volunteer work. He serves as a member of the Board of Directors for the United Way of Miami-Dade, Board Member of the Greater Miami Chamber of Commerce and Past Chairman of United HomeCare Services. He has served on the Board of Trustees and was elected Vice Chair of Miami Dade College, the largest and most diverse college in the nation. He has served on the executive board of the Chamber of Commerce and has served as Chairman of the Governmental Affairs Group where he played a key role in engaging the Chamber to support the High-Speed Rail and Port Miami’s Tunnel Project and numerous other legislative issues that impact South Florida. During his time as director of the South Florida Water Management District, Regional Office, Mr. Fuentes was instrumental in securing funds for key water projects in Miami-Dade County. He is a member of the City of Miami’s Mayor’s International Council and has served on the Executive Committee of the Miami-Dade County Republican Party. Mr. Fuentes is a member and previous Chairman of the Miami-Dade County Asian-American Advisory Board. He has been very involved in activities enhancing the relationship between Japan and Miami. He serves as Chairman of the City of Miami Kagoshima Sister Cities Committee and was invited by the Japanese MOFA to participate as a member of the Japanese American Leadership Delegation (JALD) in 2006. Mr. Fuentes helped coordinate a mission to Tokyo in cooperation with Miami- Dade County’s Office of International Relations. Mr. Fuentes was appointed by the Council General of Japan in Florida to serve as the Co-Chair of the Greater Miami Japan American Society. 366 Becker www.beckerlawyers.com Florida |New Jersey |New York |Washington,D.C. The City of South Miami RFP No. CSM2024-11 State of Florida Lobbying Services 69 Max Losner is a fifth-generation Floridian, whose heritage is engrained in the South Miami-Dade community, having come from a family long-involved in banking, local politics, and community activism. Max supports the government team’s clients helping bring back millions of dollars for municipalities and nonprofits, along with key policy changes. He will focus his efforts on appropriations and House and Senate leadership. While a student at the University of Central Florida, Max was selected from a competitive pool of applicants to go to Tallahassee as a part of the UCF Legislative Scholars program. As a legislative intern in the Florida House of Representatives, Max worked in the offices of Representative Scott Plakon and Representative David Smith from Seminole County. His experience in the Florida House led him to join Becker as a legislative assistant, where he supports the government team in successfully bringing back millions of dollars in funding for a multitude of municipalities and nonprofits, along with a flurry of key policy changes. His background also includes having managed several campaigns for public office in Miami- Dade and Monroe Counties. In 2020, he was elected to serve as Secretary of the Republican Party of Miami-Dade County. Professional & Community Activities • Chairman, Miami-Dade County Planning Advisory Board, 2022 – present • Secretary, Republican Party of Miami-Dade County, 2020 – present • Board Member, Appointee of Board of County Commissioner Jose “Pepe” Diaz, Miami- Dade County Planning Advisory Board, 2022 • Board Member, Appointee of Board of County Commissioners Chairman Jose “Pepe” Diaz, Miami-Dade Citizens Redistricting Advisory Board, 2021 367 Becker www.beckerlawyers.com Florida |New Jersey |New York |Washington,D.C. The City of South Miami RFP No. CSM2024-11 State of Florida Lobbying Services 70 Manny Reyes is President of the lobbying and consulting firm, Pereira Reyes Consulting, Inc. Manny spent 20 years as a lobbyist and partner at a Miami based boutique firm. With 26 years of experience, he offers clients decades of experience in government relations, having represented clients before legislative bodies in Tallahassee and throughout Florida. PR Consulting specializes in state and local government consulting, development of public policy and legislation, and strategic planning. Manny will provide lobbying strategy and implementation to the City of South Miami. A veteran of the political process, Manny has witnessed two reapportionment processes, the implementation of term limits in state government, and countless election cycles. He has worked on an extensive array of issues including transportation, municipal government, growth management, regulated industries, economic development, education, and environmental regulation, among others. Prior to lobbying, Manny served as campaign staff to various public officials at the local, state and federal levels. Manny maintains strong ties to his native South Florida community and has served on the boards of various philanthropic organizations including City Year, Best Buddies International and Next in Line. He has also served as an advisor to Pi Kappa Alpha Fraternity and his alma mater Christopher Columbus High School in Miami. He remains involved with the University of Florida Gator Club of Miami and Florida International University. He currently serves on the President’s Cabinet of Nicklaus Children’s Hospital Foundation. Manny attended Florida International University, studying Political Science, the University of Florida, studying Political Science, and Miami Dade College. 368 Becker IM www.beckerlawyers.com Florida |New Jersey |New York |Washington,D.C. The City of South Miami RFP No. CSM2024-11 State of Florida Lobbying Services 71 1.7.5.5. For each task, list each individual Key Staff member, including subconsultants, and indicate their relative involvement on the task (based on number of hours per week). Also indicate the relative involvement of the Prime Consultant and each key subconsultant on the project in total. Our team's success relies on our ability to work cooperatively and benefit from each other's knowledge and contacts. The key to an effective team strategy is designating a single point of contact to coordinate all issues. José Fuentes serves as team quarterback; he works collaboratively with the other team members identified below for support and backup. He will create a staffing plan and schedule based on the legislative priorities developed on the City’s behalf. As team leader, José does the heavy- lifting at the beginning of the assignment in working with the City to develop the agenda. Once the session begins, the Becker/PR team meets daily and tracks priority bills using “Lobby Tools” and develops a staffing and manpower schedule based on the legislative calendar. Performance benchmarks will also be set once the priorities are set. Team Member Primary Responsibilities • José Fuentes - Overall strategic direction; day-to-day client communication; execution of the agreed upon work plan • Max Losner - House and Senate Liaison; Appropriations • Manny Reyes - Lobbying strategy and implementation As has been the case for the last several years, the Becker/PR team will be available 24/7 to the City. That is the philosophy of our lobbying team because the lobbying practice is a 24/7 business. Weekends and after-hours are nothing new for our team; we will be working all the time, whether at daytime meetings, evening fundraisers, weekend social events, to gain knowledge, offer legislative intelligence and advocate for the City. While estimating hours for each team member is near impossible, a list of tasks that the Becker/PR team will undertake is listed below, along with approximate hours each activity will take to accomplish over the next 12 months. Of course, these numbers vary from month to month, especially at the State level, to account for the 24/7 intensity of legislative session and committee weeks. Broken down, we estimate approximately 31 hours are needed to achieve South Miami’s goals and objectives each month effectively. Team leader José will handle approximately 50% of the workload, with the remaining team members collectively handling the remaining 50%. José will provide at least 16 hours of resources per month to the City of South Miami. The rest of the team 369 Becker www.beckerlawyers.com Florida |New Jersey |New York |Washington,D.C. The City of South Miami RFP No. CSM2024-11 State of Florida Lobbying Services 72 will split an estimated 15 hours depending on what is going on and which team member(s) can provide the most value. State Lobbying Team Tasks (Over 12 Months) Assessment of Opportunities and Project Development .................................................... 30 hours Develop Strategy and Work Plan ............................................................................................... 40 hours Prepare Briefing and Other Materials ........................................................................................ 40 hours Influencer Outreach ......................................................................................................................... 40 hours Advocate for Established Priorities ............................................................................................ 75 hours Establish Relationships with Decisionmakers ......................................................................... 75 hours Communication with the City ....................................................................................................... 75 hours Total Estimated Hours: 375 hours/ 12 months = 31.25 hours per month Strategic Advantages and Results The Becker/PR lobbying team offers the City a unique combination of strategic advantages that sets us apart from competitor firms:  Hands-on working knowledge of South Miami’s unique legislative agenda and priorities;  The political, ethnic, gender and racial diversity of our lobbying team provides the City with the advantage of working with legislators from both sides of the aisle and various caucuses;  13 Florida offices provide access to legislators statewide from diverse communities;  In-depth understanding of local government operations and knowledge of local government issues provides unique opportunity to change policy and secure funding from little-known funding sources;  Long-time representation of other local governments offers new opportunities for coalition building with like-minded cities and connections to lawmakers all over Florida;  The firm’s federal lobbying team in Washington, DC provides insights, knowledge and relationships to leverage funding from federal-state-local programs;  Experienced lobbyists providing deep insights into historical funding formulas and opportunities to identify new sources of funds buried in the budget;  Lawyer-lobbyists and a bench of 145+ attorneys to help the city with questions regarding legislative intent and interpretation that a non-lawyer lobbyist may not be able to address, plus the advantage of the attorney-client privilege;  The resources of being part of a large law firm but advantage of operating like a “boutique” lobbying practice, providing clients with personal attention by the team leader and other team members. 370 Becker www.beckerlawyers.com Florida |New Jersey |New York |Washington,D.C. The City of South Miami RFP No. CSM2024-11 State of Florida Lobbying Services 73 The Proposer must submit a comprehensive program plan for the implementation of the Services in accordance with the Scope of Services set forth in greater detail in Section 3 of this RFP. The Program Plan must provide information regarding the Proposer’s knowledge and contacts at the State Legislative levels on both side of the political aisle and specifically the representatives in the City of South Miami district. The “Plan” should identify the Proposer’s single point of contact to coordinate all issues and priorities between the City’s Administrative staff and Elected Officials and detail how the Proposer will effectively represent the interests of the City at the State level. The combination of Becker/PR’s experience provides a clear advantage to the City. There is no team that is better suited and prepared to continue representing the City of South Miami. Our team has over twenty-six years of experience and knowledge working with the City. We already know the City’s priority issues, local legislators, and have direct experience attaining necessary funding for stormwater and drainage issues, resilient infrastructure, traffic and multi-modal mobility, sea-level rise, economic development, water quality, and public safety, among others. Lobbying Team Using a true team approach has served the Becker/PR lobbying group well when it comes to creating consensus among legislators, meeting critical deadlines, and handling key legislative issues. Juggling dozens of client demands and providing 24/7 client service requires a true team effort. Like all highly functioning teams, team members rely on each other’s unique set of political contacts, knowledge of various issues, and political intelligence to best serve the client in a collaborative way. The City will continue to have 24/7 access to all team members. Fortunately, our team of lawyers and lobbyists have worked together for many years and we have excellent working relationships in which they depend on each other to uphold the high level of service that our clients have come to expect. In Tallahassee during the legislative session, you will rarely see one team member without another; and if they are apart, they are in constant communication during the day. They meet every morning and every evening to compare notes and nimbly adjust their lobbying strategy based on the intelligence gathered during the day. Our team’s success is predicated on our ability to work cooperatively and benefit from each other’s knowledge and contacts. The key to an effective team strategy is designating a single point of contact to coordinate all issues. José Fuentes will serve as the team leader and be the City’s primary point of contact. He will know all priorities and liaise with other City officials and department heads who want to communicate with the Becker/PR lobbying team. This 1.7.6. Program Plan 371 Becker www.beckerlawyers.com Florida |New Jersey |New York |Washington,D.C. The City of South Miami RFP No. CSM2024-11 State of Florida Lobbying Services 74 streamlined communications structure avoids miscommunications or non-communications. All Becker/PR team members are always available 24/7. The diversity of our lobbying team provides our clients with a distinct advantage because of the array of relationships with legislators from both sides of the aisle, from all over the state, and in various minority caucuses. Additionally, each member of our lobbying team has a strong working knowledge of the legislative and executive processes, and issues affecting local governments. Another added value of the Becker/PR lobbying team is our legal background as attorneys; our lawyer/lobbyists can help clients with questions regarding legislative intent and interpretation that a non-lawyer lobbyist may not be able to adequately address, as well as the attorney-client privilege. Project Approach Becker/PR has repeatedly and consistently secured millions of dollars in state government appropriations. Team members are well versed in drafting, tracking, and analyzing thousands of pieces of legislation and advising clients on how to react to the ever-evolving political landscape. The Becker/PR lobbying team is proficient in devising legislative strategies to defeat, pass, or amend legislation that could impact their clients. We are adept at strategically preparing testimony, coordinating site visits, and arranging meetings with House and Senate leaders, key legislators, and committee chairs consistent with the City’s legislative goals. The Becker team has a clear strategy for effectively representing the City before the Florida Legislature and Executive Branch. We have been providing the services described in the RFP, Scope of Service, for many years, and we are ready to help the City continue to achieve its state goals, whether in terms of appropriations, grants, regulatory, or legislative. We are pro-active in our lobbying, which means that in addition to the routine monitoring and tracking of your legislative priorities, Becker/PR will aggressively identify opportunities that may help the City with funding or programmatic support and provide strategies for pursuing such opportunities. We also know that projects might change, and we look forward to continue working with the City on any modifications or new projects. We have carefully read your scope of services and will provide the consultation, advocacy, communications and logistical support required. Our effective lobbying plan includes the following interrelated components: Preparation: Our team will work closely with the City Manager and other designated staff to research issues and provide due diligence on legislative opportunities and/or potential threats. We will start with the 2024 legislative priorities and assess status. We will adapt unmet goals to 2025 realities and develop a legislative priority program that reflects the current needs. We will coordinate 372 Becker www.beckerlawyers.com Florida |New Jersey |New York |Washington,D.C. The City of South Miami RFP No. CSM2024-11 State of Florida Lobbying Services 75 legislative workshops to help the City identify new opportunities and refine priorities. We will work with the City team to convert the legislative priorities into a specific list of action items with an appropriate public affairs strategy. The strategy will depend on many factors, such as the committee assignments of the Miami-Dade County delegation members, influential legislative allies, and the public and lesser-known priorities of the legislative leadership and Governor. Preparation also includes guidance on drafting legislation, budget requests, presentation materials, amendments, proviso language, etc. Intelligence and Insights: Effective lobbying teams gather competitive intelligence using three primary principles: legal knowledge, experience, and access. The Becker/PR team utilizes each to benefit their clients. Fundamental to legislative and executive branch lobbying is a basic understanding of the law and administrative rules, the ability to learn of the existence and content of proposals to change said laws and regulations; and the competency to evaluate the effect of those changes on the interests of the City. The Becker/PR lobbying team has the competitive advantage of including practicing Florida attorneys who understand the intricacies of making laws and the impact and reality of their implementation. Team members will share policy insights and political intelligence with City officials to adapt strategy when needed. Our team's experience with your priority issues and decades of local government experience gives us a head start on priority issues such as affordable housing, stormwater and drainage issues, transit needs, police and fire training, public safety, and resiliency funding. There is no learning curve. We have longstanding personal and professional relationships with decisionmakers at all levels of Florida government. Our bipartisan, multi-ethnic, multi-gender lobbying team connects to diverse sets of decisionmakers from both sides of the aisle. Becker’s 13 statewide offices provide access to legislators throughout Florida year-round. Becker/PR is forward thinking and proactive. We work year-round to uncover new legislative priorities and funding opportunities by talking informally with legislative leaders, agency officials, political experts, members, and Capitol staff. These insights help us better understand the decision maker's priorities and perspectives. We (and you) must have a 360-degree view of the context in which lawmakers will consider City proposals. This year's budget was a perfect example; funding requests were viewed through a political lens, making it more critical than ever to advocate strategically, creatively, and relentlessly. Presentation and Monitoring: We will present the City's legislative program, primarily focusing on issues related to resilient infrastructure, stormwater and drainage issues, transit needs, sea-level rise, economic development and public safety, to the appropriate substantive and appropriations committees, legislative 373 Becker www.beckerlawyers.com Florida |New Jersey |New York |Washington,D.C. The City of South Miami RFP No. CSM2024-11 State of Florida Lobbying Services 76 delegation, and legislators with influence and jurisdiction. Such meetings provide the opportunity to explain the priorities and respond to any questions they may have. It also helps us identify our "champions" and possible detractors for the Session. We also gain legislative intelligence about competing proposals or those with which we can align. The team will identify opportunities for City officials to meet with committee leaders and testify as appropriate during the drafting and deliberation process. Monitoring occurs through day-to-day participation in the legislative process, including pertinent committee meetings, discussions with individual legislators and staff, and through a legislative data service. The Team is also prepared to represent the City at meetings or testify at hearings before legislative committee meetings. In addition, you can count on the Becker/PR lobbying team to be proactive by suggesting new ideas and proposing creative strategies for accomplishing legislative priorities. Integration and Coordination: City officials are encouraged to communicate with the City’s delegation members and other key policymakers in the Legislative and Executive branches of government about the goals and objectives of the legislative program and to visit Tallahassee during specific times of the legislative year. We will provide briefing materials, talking points, and a communication mechanism to effectively leverage your good intergovernmental advocacy. Our team coordinates meetings, reviews correspondence, and briefs officials before any meeting. They may attend the meeting to ensure proper follow-up. Pictured below is our communication with South Miami Commissioner Calle and Manager Iglesias preparing for their visit to Tallahassee. 374 Becker From:Losner,Max <MLosner@beckerlawyers.com> Sent:Monday,February 20,2025 1O:O2:O3AM To:Calle,Steve <SCalle@southmiamifl.gov>;Fuentes,Jose <jfuentes@beckerlawyers.com>;Payne,Nkenga <NPayne@southmiamifl gov>;Iglesias,Chip <Clglesias@southmiamrfl gov> Cc:Garcia,Maria <MGarcia@southmiamifl.gov>;Manny@pereirareyes.com <Manny@pereira reyes.com> Subject:RE:Agenda for this wee*-Tallahassee Good Morning Commissioner Calle &Mr.Manager, Attached please find the schedule as it stands this morning. There are still 3 offices who have agreed to meet but are still working to confirm a timeslot,as you'll see noted in the schedule. Jose and I will prepare the documents necessary that you'll need for the meetings.We can discuss strategy en route to the Capitol and before our first meeting at 11:15AM. Mr.Fuentes will be picking up the group on Wednesday morning at the airport. Thank youI Best, Max Losner Government Relations spec la list www.beckerlawyers.com Florida |New Jersey |New York |Washington,D.C. The City of South Miami RFP No. CSM2024-11 State of Florida Lobbying Services 77 375 Becker Phone:Fax:305.442.2232 Becker Becker &Poliakoff 121 Alhambra Plaza 10th Floor Coral Gables,FL 33134 South 'Miami THE CITY OF PLEASANT LIVING Tallahassee Fly-In Schedule 2/22/23 Time Meeting Location 11:15AM Representative Demi Busatta Cabrera District Representative 222 The Capitol 12:00PM LUNCH Governor’s Club 1:30PM Senator Bryan Avila Member,Senate Appropriations Cmte. 326 Senate Office Building 2:00PM Representative Torn Leek Chair,House Appropriations Cmte. 418 The Capitol 2:45PM Representative Fernandez- Barquin Member,Justice Appropriations Subcmte. 209 House Office Building Confirmed,time pending Senator Alexis Calatayud District Senator 324 Senate Office Building Confirmed,time pending Representative Thad Altman Chair,House Appropriations Subcmte.For Agriculture & Natural Resources 222 The Capitol 4:30PM Senator Ana Maria Rodriguez Chair.Dade Delegation 314 Senate Office Building Confirmed,time pending Representative Daniel Perez Speaker-Designate 422 The Capitol www.beckerlawyers.com Florida |New Jersey |New York |Washington,D.C. www.beckerlawyers.com Florida |New Jersey |New York |Washington,D.C. The City of South Miami RFP No. CSM2024-11 State of Florida Lobbying Services 78 Collateral Support: Coalition-building broadens the reach and extends the base of support for the City. Becker/PR team members work closely with the Florida League of Cities and business organizations such as local chambers and economic development organizations to promote your goals in Tallahassee. The Team will identify special interest groups and regional partners with common legislative and budget goals and coordinate lobbying strategies. Our team will also review other entities' plans to identify issues you may want to support or ones you may have to oppose. We will provide this intelligence in written format as warranted. Advocacy and Public Affairs: The Team will continuously educate legislators, legislative staff, executive branch officials, and influencers on your issues and concerns to facilitate legislative and budget requests. We will seek opportunities to provide City officials with a public platform to demonstrate thought leadership on a priority issue. Examples include op-eds published in local newspapers or online sources, testimony at hearings, and speaking opportunities at trade association's virtual or in-person conferences. Communication: Communication between the lobbying and City teams is critical to the success of the legislative agenda. Communication with the City will be through written materials, oral interaction, electronic reporting, and in-person meetings. The information will be focused, concise, and tailored to the legislative agenda. Our Team provides daily updates during Session, plus, at minimum, weekly reports and/or meetings with City leaders during the legislative Session and monthly when not in Session. The weekly written reports during the Session and monthly written reports when not in Session track the status of priority legislation reflecting progress toward accomplishing the objectives outlined in the legislative action plan, regulations implementing same, disbursement of appropriations, and any other information on legislative and/or executive issues being tracked or monitored. We will also provide an end-of-session report with the final status of legislative priorities, related items, analysis, and recommendations for future actions. The Firm also uses Lobby Tools software to track legislation and electronically provide real-time reporting. Team members provide verbal updates daily (sometimes several times a day) during Session. Below are a few examples of the Becker/PR team’s consistent communication with Chip Iglesias and the City of South Miami team. We know how much the City leaders appreciate our forthcoming and accessible communications style before, during, and after session. We remain committed to providing the Manager and City leaders with regular updates and legislative intelligence to stay informed on priority issues and legislative activities. 376 Becker www.beckerlawyers.com Florida |New Jersey |New York |Washington,D.C. The City of South Miami RFP No. CSM2024-11 State of Florida Lobbying Services 79 377 Becker From:Losner,Max <MLosner@beckerlawyers.com> Sent:Thursday,June 15,2023 1:46 PM To:Iglesias,Chip <aglesias@southmiamifl.gov> Cc:Fuentes,Jose <jfuentes@becker1awyers.com>;Jared Rosenstein <jared@cccfla.com>;miguel@cccfla.com <Miguel@cccfla.com>;Manny@pereirareyes.com <Manny@pereirareyes.com> Subject:State Budget Mr.Manager, The Governor was presented with the state budget this morning and soon thereafter signed it.He also issued his list of projects that were line-item vetoed. I am pleased to inform you on behalf of the Becker/Pereira Reyes/Capital City team,that the City's septic to sewer project was funded in the final budget. Congratulations! Best, Max Losner Government Relations Specialist From:Losner,Max <MLosner@beckerlawyers.com> Sent Wednesday,March 22,2023 4:11 18 pm To;Igl e sia s,Chip <Clgl e sia s@ southmi a m if I.gov> Cc:Fuentes,Jose <jfuentes@beckerlawyers.com>;Manny@pereirareyes.com <Manny@pereirareyes.com>;Fernandez, Javier <jfernandez@southmiamifl.gov>;jared@cccflaxom <jared@cccfla.com>;miguel@cccfla.com <migue I @ cccfla -com> Subject:State Appropriations Good Afternoon Mr.Manager, Most of the preliminary state budget silo proposalshave been released between yesterday and today. i am pleased to advise you of the following : The City's septic to sewer project was fully funded in the House at $1.8M.The Senate water project list has not yet been released. The senior citizen programming project was fully funded in the Senate at $180,000.While it was not funded in the House ,the Becker/Cap City team will work between no w and budget conferencing to ensure that it stays in play and is ultimately in the final budget. The police technology project received partial funding in the Senate at $250,000.While it was not funded inthe House's initial budget proposal,we'll work to ensure that it Is included Inthe final budget. Please don't hesitate to reach out should you have any questions on the above. Thanks as always I 3est, Max Losner www.beckerlawyers.com Florida |New Jersey |New York |Washington,D.C. The City of South Miami RFP No. CSM2024-11 State of Florida Lobbying Services 80 378 Becker From:Losner,Max <MLosner@beckerlawyers.com> Sent:Monday,April 10,2023 7:45:20 AM To:Iglesias,Chi p Igjesia stgso uthm ia mrfLgo^:ibar;ola@5OUtfimiamipdfl.£QV <ibarzola@5OUthmiamiodfl.EQv> Cc Manny@pereirareyes.com <Mannygipereirareyes.com>;Fuentes,Jose <ifuentesgbeckerlawyers.com> Subject:Fwd:South M iami Community Safety &Police Technology Upgrades Good Morning Gentlemen, Just wanted to confirm that you received the below email from the Governor's Office regarding the City's police technology funding request.This is a standard request since our project is funded on one side of the Legislature ,the Governor's Office vets these funding requests prior to receiving the final budget due to its likelihood of being funded. If you've not already responded to the Governor's Office ,1'1 need additional information on the request like specific equipment the funding will go toward ,and perhaps any documented need that supports why the funding for this technology is necessary. Please advise. ThanksI Best, Max Losner Government Relations Specialist From:Losner,Max <MLosner@beckerlawyers.com> Sent:Saturday,April 29,2023 6:21:18 PM To:Iglesias,Chip <Clglesias@southmiamifl.gov>;Fernandez,Javier <jferna ndez@southmiamifl.gov> Cc:Manny@perelrareyes.com <Manny@pereirareyes.com>;Jared Rosenstein <jared@cccfla.com>;Fuentes,Jose <jfuentes@t>eckerlawyersxom>;miguel@cccfla.com <Miguel@cccfla.com> Subject:State Appropriations Update Good Evening Mayor Fernandez &Mr.Manager: On behalf of the Becker/Pereira Reyes and Capital City Consulting teams,I'm pleased to inform you that the City has received the full $1,800,000 appropriation for the Septic to Sewer project in the state budget. Congratulations! Of course ,this is not final until the Governor signs the budget in the next couple of months. In the meantime ,we will reach out to the Governor's Office of Policy &Budget to see if there are any loose ends that need to be tied in order to avoid the veto pen. Congratulations again! Best, Max Losner Government Relations specialist Ccral Gables Ext:11049(305 260.1049] www.beckerlawyers.com Florida |New Jersey |New York |Washington,D.C. The City of South Miami RFP No. CSM2024-11 State of Florida Lobbying Services 81 As team leader, Jose Fuentes will coordinate the following action items. Other team members will be used when needed depending on, for example, the Committee make up or if a specific issue needs to be addressed. The team will: 1. conduct research and keep City officials informed of pertinent initiatives and plans related to funding or policy through meetings, written reports, and oral communications; 2. monitor State legislation and agency actions which may impact on the City’s fiscal and programmatic interests and coordinating with City officials to deliver the official City position during the drafting and deliberation process; 3. support City leaders in the preparation and presentation to the County’s legislative delegation as well as other legislative panels and committees including drafting of legislative language, testimony, amendment(s), and proviso language; 4. assist City officials in developing legislative strategy to advance the City’s goals or amend/defeat proposals adverse to them as well as provide pro-active recommendations for future actions; 5. review the plans of other entities to identify issues that the City of South Miami can support or may need to oppose; 6. schedule meetings and visits with legislators, administration officials, and staff in order to strengthen relationships and thereby facilitate the City’s requests; 7. provide year-round representation and support at all levels of government, with lobbying and legal offices and staff available in Tallahassee and at the local level in Miami-Dade; 8. provide an understanding and analysis of the context in which decisions affecting the City will be made; 9. testify, if needed, on behalf of the City and represent the City before the County, Legislature, Governor, and Cabinet and before the Miami-Dade County Legislative Delegation; 10. stay in regular contact with City officials with bi-weekly written reports before, during and after session and provide ongoing monthly reports the rest of the year. 11. incorporate City officials and staff wherever appropriate to advocate for your legislative priorities. We know that City leaders who are active and visible in Tallahassee are most successful, so we look for opportunities to have clients testify at hearings and meet with key legislators and executive branch officials as often as possible. Proposed Timeline Plan Hiring Date We start preparing our clients early for the legislative session. See the 2024 calendar below that we followed last session as an example of how we would approach the 2025 session for the City. This type of calendar is customized for each client and used as guidance throughout the year. 379 Becker (g www.beckerlawyers.com Florida |New Jersey |New York |Washington,D.C. The City of South Miami RFP No. CSM2024-11 State of Florida Lobbying Services 82 2024 Legislative Session Dates August 4, 2023 Deadline for Filing Senate Claim Bills Your Becker team will continue conversations with the in-house legislative affairs director to discuss priorities, appropriations requests, and travels to Tallahassee. September 15, 2023 Deadline for Legislative Budget Requests From Agencies September 18 – 22, 2023 House Interim Committee Week #1 Your Becker team will begin sending out Weekly reports to keep the City updated on the legislation being discussed in the process. Your Becker team is in constant communication with your legislative affairs director to ensure that the House appropriations project request form is completed and submitted to the respective House and Senate members. September 29, 2023 Deadline for Long Range Program Plans From Agencies October 9 – 13, 2023 Senate Interim Committee Week #1 October 16 – 20, 2023 Interim Committee Week #2 November 6 – 9, 2023 Interim Committee Week #3 Special Session 2023c November 13 – 17, 2023 Interim Committee Week #4 November 14, 2023 5:00pm Deadline for Submitting House Appropriations Project Request for FY 2024-25 5:00pm House Member Bill Request Submission Deadline Lobbyist Compensation Report Filing Deadline for July 1 – September 30 Your Becker team submitted your House Appropriations form prior to the deadline. December 4 – 7, 2023 Interim Committee Week #5 By December 10, 2023 At Least 30 Days Prior to the Scheduled Annual Regular Session, the Governor Shall Provide a Copy of His Recommended Budget and Revenues December 11 – 15, 2023 Interim Committee Week #6 380 Becker www.beckerlawyers.com Florida |New Jersey |New York |Washington,D.C. The City of South Miami RFP No. CSM2024-11 State of Florida Lobbying Services 83 January 5, 2024 House Member Bill Final Draft Form Deadline First Day of Session January 9, 2024 12:00pm Deadline for Filing Bills for Introduction 5:00pm Deadline for Publishing House Appropriations Project Request Form for FY 2024-25 January 16, 2024 5:00pm Deadline for Submitting Attestation Forms for FY 2024-25 House Appropriation Project Requests January 26, 2024 No Later Than Friday, January 26, 2024, Both the House and Senate Will File and Publish the General Appropriations Bill February 17, 2024 Day 40 of Legislative Session February 27, 2024 Day 50 of Legislative Session Your Becker team is in constant communication with your legislative affairs director discussing City funding during Budget conference. March 5, 2024 The Budget Conference Report Is Due by Tuesday of the Last Week of Session for the 72-Hour “Cooling Off” Period to End by the Scheduled Friday End of Session March 8, 2024 60th Day- Last Day of Regular Session Your Becker team will send a comprehensive End of Session report and will follow up with a comprehensive Session Accomplishments. O ff Season April 2024 – June 2024 • Meeting with clients and providing legislative updates • Engaging with members, attending fundraising events, townhall meetings, etc. • Scheduling meetings with clients and legislators to discuss legislative priorities • Scheduling meetings with your Becker team to discuss your legislative agenda • Consistent communication via email, memorandums, phone calls, zoom meetings, etc. 381 Becker www.beckerlawyers.com Florida |New Jersey |New York |Washington,D.C. The City of South Miami RFP No. CSM2024-11 State of Florida Lobbying Services 84 July 2024 – November 2024 • Communication with legislators, hosting candidate interviews, understanding the legislative agenda for incumbents and candidates, providing campaign support • Communicating thoughts and ideas of legislators to clients and providing clients with insight on the “hot topics” for the upcoming legislative session • In November, newly elected and incumbents will travel to Tallahassee to get sworn in at the Organizational Session • Communication will be sent to clients to provide dates of Committee Weeks, Session dates, Appropriations projects, and Appropriations forms January 2025 – February 2025 • Committee Weeks (hosting the client during a week that they select to travel) - Meetings will be scheduled with legislators and state agencies March 2025 – May 2025 • 2025 Legislative Session Enhancing the City’s Position Nobody can match Becker/PR’s access, knowledge, and track record in Tallahassee. We have proudly represented the City of South Miami for many years and are intimately familiar with the City’s priorities. Unlike other lobbyists, we don’t shut down our representation when Session ends. As the premier local Miami-Dade lobbying firm, we advocate for you throughout the year. The Becker/PR team have jointly represented the City of South Miami since 2019. Below are some examples of our recent success stories:  The City of South Miami needed a new police station. The current station was technologically outdated and non-ADA compliant. Geographically, South Miami is also the midpoint between the North and South section of the County making it a perfect location for an emergency operations center to serve the southern portion of the County as municipalities from the south can meet there during emergency situations. In 2022, the Becker/PR team secured $3,500,000 for the City of South Miami to construct its new Police Station.  In 2023, the Becker/PR team helped secure $1,800,000 for the Septic to Sewer Project. The funds will be used to construct a new sanitary system and pump station to connect a Community building in a priority sea-level rise area. It will also provide public sanitary sewer system services to an additional forty three (43) homes along a project alignment 382 Becker www.beckerlawyers.com Florida |New Jersey |New York |Washington,D.C. The City of South Miami RFP No. CSM2024-11 State of Florida Lobbying Services 85 which allows for future expansion. Existing properties are currently served by septic tank systems that are negatively impacting the City's groundwater/drinking water.  In 2020, the City was experiencing a high rate of pedestrian traffic crossing on US1 from the South Miami Metrorail Station to the economic hub of Downtown South Miami. The City needed funds to construct a pedestrian overpass at this intersection. The challenge the City was facing was its inability to secure the funds on its own to build this overpass. After collaborative meetings between the Becker/PR lobbying team, the City of South Miami's City Manager, and a Miami-Dade County Commissioner, our team conceived a strategy to successfully secure funds for the needed overpass. Through Becker/PR's advocacy efforts, our team was able to secure the funds the City of South Miami was seeking - $2,000,000. Unfortunately, prior to the implementation of the project funds, a series of pedestrian accidents at the University of Miami Metrorail station forced the City of South Miami to shift the allocated funds to address the issue caused by the aforementioned situation at the University of Miami. Pictured below are several meetings the Becker/PR team helped coordinate between the City of South Miami and House and Senate leadership. South Miami Mayor Javier Fernandez, Commissioner Steve Calle, Vice Mayor Lisa Bonich, and Commissioner Brian Corey with State Representative, Demi Busatta Cabrera. 383 Becker www.beckerlawyers.com Florida |New Jersey |New York |Washington,D.C. The City of South Miami RFP No. CSM2024-11 State of Florida Lobbying Services 86 South Miami Mayor Javier Fernandez, Commissioner Steve Calle, Vice Mayor Lisa Bonich, and Commissioner Brian Corey with Representative Tom Leek and Clerk of the Circuit Court and Comptroller for Miami-Dade County Juan Alfonso Fernandez-Barquin. Key Relationships Becker/PR takes pride in its representation of local government clients. The lobbying team already knows the issues, funding streams, and programs impacting city governments; the team already knows the committee staff and elected leaders on the relevant committees as well as key agency personnel at the relevant executive agencies. The team has worked with organizations such as the League of Cities to build coalitions and develop consensus around local government priorities. We work throughout the year to maintain solid relationships in all levels of government. We take pride in maintaining high level relationships in both parties and have been successfully representing clients through leadership changes in the Executive and Legislative branches of government for more than three decades. Each election cycle, we travel all over the state to stay connected to incumbents and get to know new state officials. Our team’s varied experience, geographical and cultural diversity has allowed us to support and build quality relationships with legislators around the state. We are home-grown Miami-Dade lobbyists with deep experience in State legislative and funding advocacy in Tallahassee and close working relationships with local government leaders throughout Miami-Dade and the region. We have very strong relationships with key decision makers in Miami-Dade County including Chairman Oliver Gilbert, incoming House speaker, Daniel Perez, Senator Alexis Calatayud, and Senator Ben Albritton. Senator Calatayud authored the “Learn Local Act” a deregulation package that aimed to return control to local governments by removing excessive regulations on Florida’s public schools. Manny Reyes had several conversations with Senator Calatayud to find a live local “fix”. Our team’s relationship 384 Becker www.beckerlawyers.com Florida |New Jersey |New York |Washington,D.C. The City of South Miami RFP No. CSM2024-11 State of Florida Lobbying Services 87 has continued to grow since our initial interaction with her when she was a legislative aide to former Representative Vance Aloupis. Manny Reyes also recently worked with Senator Calatayud on a septic to sewer conversion project. Team members have long-term relationships with leadership in the substantive Committees in the House and the Senate as well as the all-important Appropriations Committee. For example, lead lobbyist Jose Fuentes is active politically in the Hispanic Caucus and specifically with members of the Miami-Dade and Monroe delegations. He and other team members, including subconsultant Manny Reyes, are friends and close allies of Senator Ana Maria Rodriguez. As Secretary of the Republican Party of Miami-Dade County, Max Losner also has access and relationships to key legislators including Representative Alex Rizo and Commissioner Kevin Marino Cabrera. The Becker team will work with the City to take advantage of our long-standing relationships with senior-level leaders in agencies such as the Florida Division of Emergency Management (FDEM), Florida Department of Environmental Protection (DEP), Florida Department of Economic Opportunity (DEO), and Florida Department of Transportation (FDOT) to help secure funding to solve problems and achieve goals without going through the traditional appropriations process. We represent numerous private transit companies and the Miami-Dade TPO and regularly work with FDOT District Administrators and their teams to help municipal clients navigate bureaucracy and get results. We will leverage these relationships to help the City of South Miami. We have extensive experience working with FDEM, dealing with reimbursements after Hurricane Irma. In a post recovery stage of any emergency declaration or natural disaster, the Becker/PR team diligently works with our local government clients to secure adequate resources and proper reimbursements. Manny Reyes also has a great relationship with Captain of the Miami-Dade County Fire Department and former President of Metro-Dade Firefighters Local 1403, Omar Blanco. At the DEP, Becker worked with client American Flood Coalition Action (AFCA) and state leaders to establish statewide resiliency programs that address flooding and sea level rise. Senate Bill 1954 established statewide resiliency programs that assess and address inland and coastal flooding and sea level rise. SB 1954 also creates the Resilient Florida Grant Program within the DEP which provides funding, subject to appropriation, to local governments for the costs of resilience planning and projects to adapt critical assets. 385 Becker www.beckerlawyers.com Florida |New Jersey |New York |Washington,D.C. The City of South Miami RFP No. CSM2024-11 State of Florida Lobbying Services 88 Proposer shall provide certificates of insurance demonstrating compliance with the requirements set forth under Section 2 of this solicitation, including 1.7.7.1. Commercial General Liability, 1.7.7.2. Workers Compensation & Employer’s Liability, 1.7.7.3. Business Automobile Liability. 1.7.7. Insurance Certificates 386 Becker T ®ACORD CERTIFICATE OF LIABILITY INSURANCE DATE (MIWDD/YYYY) 03/25/2024 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 rights to the certificate holder in lieu of such endorsement(s). PRODUCER Brown &Brown Insurance Services,Inc. 1201 W Cypress Creek Rd Suite 130 Fort Lauderdale FL 33309 nameACT An9ela Nervi-Saketkoo ^Ext):(954)776-2222 (Xc,No):(954)776-4446 address-angela.nervi@bbrown.com INSURER(S)affording coverage NAIC# insurer a Transportation Insurance Company 20494 INSURED Becker &Poliakoff.P.A.:Association Title Services,LLC d/b/a Becker Title;Becker New York,P.C.,Association Adjusting,LLC 1 E Broward Blvd Suite 1800 Ft.Lauderdale FL 33301 insurer a Valley Forge Insurance Company 20508 insurer c :The Continental Insurance Company of New Jersey 42625 insurer o :Employers Assurance Company 25402 insurer e :All|ed World Surplus Lines Insurance Company 24319 INSURER F ; COVERAGES CERTIFICATE NUMBER:24-25 GL,WC REVISION NUMBER: 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. EXCLUSIONSAND CONDITIONS OF SUCH POLICIES.LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR LTR TYPE OF INSURANCE ADDL INSD SUBR WVD POLICY NUMBER POLICY EFF(MMiDD/YYYY) POLICY EXP(MMiDDiYYYY)LIMITS A X COMMERCIAL GE YERAL LIABILITY E X|OCCUR 7036836823 03/24/2024 03/24/2025 EACH OCCURRENCE .1.000.000J CLAIMS-MAD DAMAGE TO RENTEDPREMISES(Ea occurrence)t 300,000 MED EXP (Any one person)$15,000 PERSONAL &ADV INJURY $1,000,000 GEN'L AGGREGATE LIMIT APPLIES PER:GENERALAGGREGATE J 2,000,000 —PRO-SZPOLICYjECT LOC OTHER: PRODUCTS -COMP/OPAGG .2.000.000$ Employee Benefits Per $1,000,000 B AUTOMOBILE LIABILITY 7036836787 03/24/2024 03/24/2025 CGXvimjED SINGLE LIMIT(Ea accident)$1,000,000 ANY AUTO BODILY INJURY (Per person)$ OWNED AUTOS ONLY HIREDAUTOS ONLY SCHEDULEDAUTOS NON-OWNEDAUTOSONLY BODILY INJURY (Per accident)$ X X PROPERTY DAMAGE {Per accident)$ J C X UMBRELLA LIAB EXCESS LIAB X OCCUR CLAIMS-MADE 7036836790 03/24/2024 03/24/2025 EACH OCCURRENCE t 20,000.000 AGGREGATE ,20,000.000 |X RETENTION S 10.000 $ D WORKERS COMPENSATION AND EMPLOYERS'LIABILITY Y 1 NANYPROPRIETOR/PARTNER.'EXECUTIVE ..OFFICER/MEMBER EXCLUDED?N (Mandatory in NH) If yes,describe underDESCRIPTIONOFOPERATIONS below N/A EIG535894201 01/01/2024 01/01/2025 ^/•1 PER 1 OTH-/"M STATUTE |ER E L.EACH ACCIDENT .1,000.000* E.L.DISEASE -EA EMPLOYEE $1,000,000 E.L.DISEASE -POLICY LIMIT .1,000 000 E Professional Liability 03121607 12/22/2023 12/22/2024 Per Occ/Aggregate Ded/Retention $15,000,000 $200,000 DESCRIPTION OF OPERATIONS 1 LOCATIONS /VEHICLES (ACORD 101,Additional Remarks Schedule,may be attached if more space is required) CERTIFICATE HOLDER CANCELLATION Proof of Coverage SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF,NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. I AUTHORIZED REPRESENTATIVE ©1988-2015 ACORD CORPORATION.All rights reserved. ACORD 25 (2016/03)The ACORD name and logo are registered marks of ACORD www.beckerlawyers.com Florida |New Jersey |New York |Washington,D.C. The City of South Miami RFP No. CSM2024-11 State of Florida Lobbying Services 89 Proposer shall include a price proposal for the provision of the Services, including all costs associated with the provision of labor, materials, and travel as set forth in Form 7. The price proposal shall be for an annual amount for each year of the engagement and contract term. The Becker lobbying team proposes a $50,000 annual rate to be paid monthly, inclusive of all expenses. Expenses including travel, subcontractor fee, meals, housing, FedEx delivery, phone and electronic communications, research, tracking and data services are included. The flat annual, all-inclusive fee prevents “nickel and diming” clients for each and every interaction between lobbyists and lawmakers which happen all the time -- during work and non- work hours, on weekdays and weekends, at evening events, and sometimes during travel to conferences and events. The Becker team is committed to being “on-call” representing the City 24/7/365. The all-inclusive fee reflects that commitment. 1.7.8. Price Proposal 387 Becker FORM 7 PRICE PROPOSAL If awarded a contract pursuant to Request for Proposal RFP No.CSM2024-11,the undersigned proposer agrees to provide the Services,as set forth in greater detail in the RFP documents, specifically Section 3.“Scope of Services,”at the rates listed below,which are inclusive of all costs necessary to provide the Services. YEAR ANNUAL AMOUNT YEAR1 S 50,000.00 YEAR 2 $50,000.00 YEAR 3 $ OPTION YEAR 4 S ^0,OOP 00 OPTION YEAR 5 $5~<0.000.Q0 TOTAL www.beckerlawyers.com Florida |New Jersey |New York |Washington,D.C. The City of South Miami RFP No. CSM2024-11 State of Florida Lobbying Services 90 Proposer may provide any additional information that highlights experience or expertise, which is relevant and directly applicable to this RFP. About Becker Becker was founded in Miami-Dade County in 1973, by lawyers Alan Becker and Gary Poliakoff, who united to represent the Miami Beach Tenants Association. Their work on behalf of tenants launched the firm’s original focus on condominium law. The firm has expanded all over Florida and the U.S. East Coast, diversified its practices, and grown significantly over the last 50 years. The firm’s primary practice areas include: • Government Law & Lobbying • Business Litigation • Community Association • Construction Law & Litigation • Corporate • Public Private Partnerships • Real Estate • Trust & Estate Planning, Probate Government Law and Lobbying has been a core practice area within the firm for more than thirty years. For each of our clients, our goal is to assist with the coordination, development, and ultimately, the success of its legislative program by providing the highest quality, professional, and experienced lobbying services. Becker offers the breadth and depth of 145 attorneys and lobbyists in a variety of practice areas in offices throughout Florida, New Jersey, New York, and Washington, D.C. Becker has a long history and successful track record of representing local governments before the Florida legislature and executive branch agencies in Tallahassee on substantive legislative issues. Our close working relationships with legislative and executive branch leaders, along with a network of contacts, allow us to continue to provide the City with integrated, comprehensive lobbying representation. About PR Consulting Manny Reyes began his lobbying career after serving on the campaign staff to various public officials at the local, state and federal levels. His ties to local and state politics, education, and various community service and humanitarian organizations are fruits of having “grown up” in the 1.7.9. Additional Information 388 Becker www.beckerlawyers.com Florida |New Jersey |New York |Washington,D.C. The City of South Miami RFP No. CSM2024-11 State of Florida Lobbying Services 91 political realm. And it is those experiences and influences that have led to a career in public advocacy. After 20 years in a firm, Manny launched his own “boutique firm”, Pereira Reyes Consulting (Pereira Reyes), which gives him the ability to narrow the focus of representation and deliver results. Pereira Reyes is a government relations and public affairs consulting firm that provides services to multiple private and public organizations. Activities include advocacy, resource development, strategic communications, research and analysis, and government procurement. With offices in Miami and Tallahassee our coverage is statewide. Becker/PR Advantage Becker/PR has more experience than any other lobbying team:  representing Miami-Dade entities (e.g., Miami-Dade County, Miami-Dade County Public Schools, City of Miami, City of Homestead, City of Miami Gardens, Village of Pinecrest, City of South Miami, Village of Virginia Gardens, etc.);  volunteering for Miami-Dade County organizations (e.g., Miami-Dade Greater Miami Chamber of Commerce, Miami-Dade Beacon Council, United Way, City of Miami’s Mayor’s International Council, Miami-Dade County Planning Advisory Board, Miami- Dade Citizens Redistricting Advisory Board, etc.);  winning more awards for helping the local community (e.g., LABA Lobbyist of the Year; International Governmental Relations Award and Novo Award finalist by the Greater Miami Chamber of Commerce; Valor award from Diabetes Association, Floridian of the Year, Florida Trend, Diverse Voices Award; 40 Under 40: Rising Star by News Service Florida; Citizenship Award by South Florida Hispanic Chamber, etc.) 389 Becker www.beckerlawyers.com Florida |New Jersey |New York |Washington,D.C. www.ballardpartners.com @ballardfirm Primary Office:201 East Park Avenue5th FloorTallahassee, FL 32301850.577.0444 phone850.577.0022 fax Prepared by: Local Office:2 Alhambra PlazaSuite 102Coral Gables, FL 33134304.456.8479 phone786.542.6997 fax RESPONSE TO CITY OF SOUTH MIAMIREQUEST FOR PROPOSALS RFP CSM2024-11 State of Florida Lobbying Services 390 EXPERIENCE. DEDICATION. RESULTS. 2 | Page SECTION 2 TABLE OF CONTENTS Section 1 Title Page………………………………………………………………..… 1 Section 2 Table of Contents…………………………………………………..……… 2 Section 3 Executive Summary……………………………………………….….…… 3 Section 4 Relevant Experience, Qualifications and Past Performance………………. 5 Section 5 Relevant Experience and Qualifications of Key Personnel………………...13 Section 6 Proposed Approach to Providing the Services Requested………………27 Attachment A- Registrations and Insurance.………………………………..…………....29 Attachment B- Required Forms and Addendum 1..……………….....……..………….....32 391 BALLARD PARTNERS EXPERIENCE. DEDICATION. RESULTS. 3 | Page SECTION 3 Executive Summary October 16, 2024 City of South Miami 6130 Sunset Drive South Miami, Florida 33143 Re: Response to Request for Proposals (RFP) No. CSM2024-11 Dear City of South Miami, On behalf of Ballard Partners, Inc. (“Firm”), I am pleased to submit this proposal to provide Lobbying Services for the City of South Miami, Florida (“City”). The Firm’s primary location is 201 East Park Avenue, 5th Floor, Tallahassee, FL 32301 and our Miami-Dade County office is 2 Alhambra Plaza, Suite 102, Coral Gables, Florida 33134. The Firm is a Florida corporation and our Federal Employer ID number is 59-3499504. This proposal outlines a full-service agreement to represent the City on all issues before the legislative and executive branches of the State of Florida. The state lobbying team will advocate for the City before the Florida Legislature, Governor, and Cabinet, including their respective staffs. Ballard Partners, founded in 1998, has been a force in Florida politics and government for over two decades. In Florida, Ballard Partners' statewide presence has nine offices in Tallahassee, Jacksonville, Fort Lauderdale, Miami, Orlando, West Palm Beach, Sarasota, Fort Myers, and Tampa. Each office has a team of professionals with vast governmental affairs, strategic communications, and coalition-building experience who are deeply connected in their respective communities. The firm has grown into Florida’s top government affairs practice, one of the top firms in Washington, D.C., and recently opened offices in Los Angeles, Sacramento, Boston, Tel Aviv, Istanbul, Abuja/Lagos, Nigeria and Riyadh, Saudi Arabia. Ballard Partners specializes in all aspects of governmental and public affairs, including legislative advocacy and administrative issues affecting executive agency decisions. Our philosophy is simple: We combine extensive government experience with unwavering advocacy to maximize clients' results. We bring a broad range of governmental and political expertise to meet the needs of our clients. Our lobbying and public affairs work is grounded in our collective years of experience, a keen understanding of local, statewide, and federal politics, and effective representation in a myriad of policy areas that impact government across a spectrum of areas. 392 BALLARD PARTNERS 393 EXPERIENCE.DEDICATION.RESULTS.BALLARD PARTNERS The Firm is comprised of 58 professional,full-time governmental consultants with substantial backgrounds in legislative and administrative issues across all levels of government from municipalities to the nation’s Capital.The Firm’s continued success is the result of our team members’emergence from the senior ranks of both the legislative and executive branches of both Florida and the federal government.Our professional staff includes three former legislators,two former Governor’s chiefs of staff,Lieutenant Governor’s chief of staff,gubernatorial policy director,legislative committee staff director,two previous agency secretaries,congressional staff, and senior leaders from local government.Combined with our experienced administrative support staff,we offer a close-knit,effective team to address our clients’respective needs.We represent an extensive client list and have been privileged to represent many diverse clients for over two decades,working in partnership to achieve many successes.The focus of the Firm’s services includes the advocacy for the passage and defeat of legislation,policy,and appropriations relevant to the client.These accomplishments require our lobbying team to work closely with House and Senate leaders,budget chairs,key congressional members and their staff,and the White House. We are passionate,persuasive advocates who maximize results for the clients we serve.The Firm is engaged at the highest levels of government and can meaningfully promote the City’s advocacy agenda. The following person is the contact person and is authorized to make representations for the Firm. Brian D.Ballard,President 201 East Park Avenue,5th Floor Tallahassee,FL 32301 850-577-0444 phone 850-577-0022 fax bal lard@bal lardpartners.com We enjoy a hard-won reputation for successfully advancing our clients'interests.Please contact me if you have any questions. Sincerely, President 4 |P a g e EXPERIENCE. DEDICATION. RESULTS. 5 | Page Section 4. Relevant Experience, Qualifications and Past Performance Ballard Partners, founded in 1998, has been a force in Florida politics and government for over two decades. Each office has a team of professionals with vast governmental affairs, strategic communications, and coalition-building experience who are deeply connected in their respective communities. The firm has grown into one of the top government affairs practice firms in Washington, D.C. The Firm currently has nine offices in Florida, including Tallahassee, Jacksonville, Fort Lauderdale, Miami, Orlando, West Palm Beach, Sarasota, Fort Myers, and Tampa, as well as offices in Washington, D.C., Los Angeles, Sacramento, Boston, Tel Aviv, Istanbul, Abuja/Lagos, Nigeria and Riyadh, Saudi Arabia. We continue to provide our clients with direct and ongoing access to the Firm's team and its services. The Firm is comprised of 58 professional, full-time governmental consultants with substantial backgrounds in legislative and administrative issues across all levels of government from municipalities to the nation’s Capital, as well as a dedicated team of administrative professionals. Our deep bench of consultants affords us the ability to refrain from using subcontractors. Ballard Partners is one of the most prominent lobbying firms in the United States, with extensive experience and a robust track record of success in advocating for our clients' interests at the local, state and national levels. When it comes to providing lobbying services for the City, we offer a unique blend of expertise, resources, and connections that make us well-suited for the task. The Firm represents over 200 diverse clients – from global innovators and disruptive technologies to major league sports dynasties and Fortune 500 companies. Our clients are our family, many of which we have represented for decades. We pride ourselves on client satisfaction and retention. At Ballard Partners we believe maintaining the highest degree of quality representation is central to our successful and continued relationship with our clients. Our experience, resources and dedication effectively prepare us to undertake the most complex issues facing our clients. •Experience: Ballard Partners boasts a team of seasoned professionals who have years of experience navigating the intricacies of legislative and regulatory processes. Many of our partners have previously held positions in government, having been elected officials, chiefs of staff, or department heads throughout various levels of government, giving us tremendous advantage when navigating issues for the City. •Knowledge of Urban Environments: We have represented many large cities and counties and we understand the issues and challenges of urban centers, including fiscal problems, infrastructure shortages and deficiencies, affordable housing and homelessness, environmental threats, and lack of adequate transportation alternatives, to name just a few. This expertise allows us to provide tailored advocacy strategies that align with the City’s priorities and objectives. 394 BALLARD PARTNERS EXPERIENCE. DEDICATION. RESULTS. 6 | Page •Political Connections: Ballard Partners has established relationships with key decision- makers at the local, state and national levels. This includes legislators, government officials, regulatory agencies, and other stakeholders who play a role in shaping policy. Leveraging these connections, the firm can effectively communicate the City’s needs and objectives to policymakers and influence the legislative process in their favor. •Strategic Approach: Ballard Partners takes a strategic approach to lobbying, employing a range of tactics to advance their clients' interests. This may include direct lobbying efforts, coalition building, grassroots advocacy, media outreach, and more. By utilizing a comprehensive strategy, we can maximize our impact and achieve favorable outcomes. •Reputation for Success: Over the years, Ballard Partners has built a reputation for delivering results for our clients. We have a proven track record of success in helping clients navigate complex legislative and regulatory challenges, including securing funding, shaping policy initiatives, and overcoming regulatory hurdles. This track record instills confidence in our clients that they have chosen a lobbying firm capable of delivering tangible results. Delivering tangible results is a cornerstone of our work, and achieving our clients' objectives is of utmost importance. Below is a list of budget items the Firm successfully advocated for during the 2024 Regular Session in Florida. Ballard Partners’ Client Appropriations All Projects 2024-25 Fiscal Year Requestor Project / Line Item Funding Amount Seminole State College Altamonte Springs Campus - Building B (LCS Priority #17) $2,500,000 Pensacola State College Training Center $13,944,915 Pensacola State College WSRE Antenna Removal in Escambia County $250,000 FAMU Chemical and Biological Research Laboratory Center $5,020,350 FAMU Historically Black College and University Security Grants $5,000,000 FAMU FAMU-FSU College of Engineering $5,000,000 395 BALLARD PARTNERS EXPERIENCE. DEDICATION. RESULTS. 7 | Page DMF Employment Bridging the Gap $600,000 Boca Raton Habilitation Center Mental Health and STEAM Program for Individuals with Unique Abilities $175,000 Boca Raton Habilitation Center Mental Health and STEAM Program for Individuals with Unique Abilities $75,000 Simon Wiesenthal Florida Mobile Museum of Tolerance $1,000,000 Teach Florida Security Funding in Jewish Day Schools $17,000,000 Miami Lighthouse Miami Lighthouse Academy $197,979 Indelible Guardians of Education: Precious Jewels Academy Learning Center $100,000 YMCA of SW Florida YMCA of Southwest Florida Early Learning Academy - Arcadia $300,000 Teach Florida Security Funding in Jewish Day Schools - Hardening $3,000,000 Miami Dade College Tomorrow's Teacher's Today - Expanding the Teacher Pipeline $500,000 Miami Dade College Victims of Communism Exhibit and Education $2,500,000 FAMU Crestview Education Center $1,500,000 Max Planck Florida Atlantic University—Max Planck Florida Scientific Fellows Program $2,000,000 UF UF Scripps / UF Health - Biomedical Innovation & Technology $7,500,000 Nomi Health PROVISO Medicaid Enrollee Data Procurement (AHCA) $3,100,000 Citrus Health Network Graduate Medical Education - Psychiatry $1,344,447 Lee Health Medicaid GME FTEs Proviso $23,800,000 MorseLife 100 PACE Slots in Palm Beach County - FY 2024-25 $1,273,801 Hope Healthcare 100 PACE Slots in Charlotte County $3,907,530 Hope Healthcare 100 PACE Slots in Citrus County $4,628,198 Strategic Digital Services AHCA Health Care Data Transparency-Florida Health Finder $750,000 396 BALLARD PARTNERS EXPERIENCE. DEDICATION. RESULTS. 8 | Page KPMG (Monitoring) APD Adult Pathways Waiver Actuarial Analysis $300,000 Miami Learning Experience MLE School Job Readiness Program $395,318 Camillus House Phoenix Human Trafficking Recovery Program $350,000 Voices for Children Foster Home Diversion and Mental Health Programs for Better Foster Child & Youth Outcomes $200,000 Strategic Digital Services PROVISO Foster Parent and Guardian Ad Litem Volunteer Digital Recruiting Campaign (DCF) $250,000 Feeding Florida Feeding Florida Produce Incentives to support rural retailers $1,000,000 Citrus Health Network Crisis Stabilization Unit / Assessment & Emergency Services $2,000,000 City of Hallandale Beach Austin Hepburn Senior Mini-Center $111,006 Epilepsy Alliance Florida Epilepsy Alliance Florida $976,364 Nova Southeastern University Veterans Access Clinic at Nova Southeastern $5,000,000 Nova Southeastern University Nova Southeastern University - Unmet Dental Needs $1,300,000 UF Health Mobile Stroke Treatment Unit Network $10,000,000 UF Health Shands Shands Hospital Maternal & Fetal Care $700,000 UF Health Central Florida Senior Care Patient Home Monitoring Post Hospitalization $500,000 UF Health Central Florida Central Florida Breast Cancer Care Center $595,000 Miami Lighthouse Florida Heiken Children's Vision Program $1,250,000 ACOG The Promise Fund Patient Navigator Program for breast and cervical cancer screenings $225,000 397 BALLARD PARTNERS EXPERIENCE. DEDICATION. RESULTS. 9 | Page Lee Health Graduate Medical Education Center $5,000,000 Mt. Sinai Memorial Hospital Westchester Free-Standing Emergency Department $1,500,000 Lions World Vision Institute Pediatric Vision Health - Lions World Vision Institute Foundation $375,000 SpidrTech / Versaterm Crime Victim Notification Modernization Expansion (VINE) $2,000,000 REAP Re-Entry Alliance Pensacola Portal - Escambia County $500,000 REAP Re-Entry Alliance Pensacola Portal - Santa Rosa, Okaloosa, Walton & Bay County $150,000 Florida Network CINS / FINS Line Item Increase Recurring GR $6,269,807 Florida Network Florida Network Stop Now and Plan Program Expansion in DCF (Proviso) $500,000 Martin County Martin County Sheriff's Office Mental Health Housing Pod $500,000 L3Harris (Monitoring) Hendry County SLERS Radio Coverage Enhancements $750,000 Broward County Nancy J Cotterman Center $501,500 Selah Freedom Anti-Sex Trafficking Awareness, Prevention and Victim Restoration Program $750,000 Feeding Florida Feeding Florida Healthy Food Initiative $6,500,000 City of Delray Beach Delray Beach N Swinton Roadway & Underground Utility Improvements - Phase 2 $750,000 Hillsborough County Hillsborough County East Energy Resiliency Project $500,000 Martin County Martin County Bessey Creek Retrofit $500,000 Martin County Martin County Gomez Community Pettway Potable Water Service $940,000 City of Boynton Beach Lake Shore Bridge Canal Project $591,066 City of DeBary Stormwater Infrastructure Collapse Repair for Gemini and Blue Springs BMAP $500,000 City of Largo Largo Stormwater Quality Improvement Project $150,000 398 BALLARD PARTNERS EXPERIENCE. DEDICATION. RESULTS. 10 | Page City of Cape Coral Northeast Reservoir Water Transmission Main & Regional Water Supply Project $4,000,000 City of Miami Roberto Clemente Park Drainage and Baseball Field Improvements $12,000,000 National Deer Association (SDS) SE Deer Partnership Field to Fork Program & Education $200,000 Babcock Florida Wildlife Interactive Education Center $6,000,000 City of Boynton Beach Sky Lake Neighborhood Road Resurfacing $1,018,400 City of Delray Beach SW 8th Ave. Roadway Restoration $500,000 City of Hallandale NW 3rd Street Expansion and Water Plant Access Project $920,300 City of Miami City of Miami NW/NE 71st Steet Roadway Improvements $750,000 City of Palm Beach Gardens City of Palm Beach Gardens RCA Boulevard Roadway Improvements $400,000 Hillsborough County Lithia Pinecrest Transportation Project $2,000,000 Hillsborough County CR 579 Little Manatee River - South Fork Bridge $1,500,000 Hillsborough County Pebble Beach Blvd over Aging Creek Bridge $750,000 Martin County CR 710 Realignment - Martin County $3,550,000 JAXPORT JAXPORT Crane Modernization Program $26,000,000 City of Pensacola Pensacola International Airport Passenger Terminal Building $5,000,000 Keystone Properties Wigmore Street Vehicle Overpass $3,000,000 Friends of the Underline Underline Multi-Use Mobility Corridor $950,000 YMCA of the Palm Beaches YMCA of the Palm Beaches Community Center $500,000 City of Pensacola/ Live Local Pensacola Live Local Pensacola - Legacy Baptist Campus $7,000,000 Cox Science Center and Aquarium Cox Science Center and Aquarium Expansion $5,000,000 399 BALLARD PARTNERS EXPERIENCE. DEDICATION. RESULTS. 11 | Page TOTAL $410,838,073 Pulte Family Foundation IDDeal Place Affordable Residential Community - Lake Worth, FL $1,000,000 Pulte Family Foundation Nuestra Senora - Affordable, Rental Housing Community - Collier County, FL $1,000,000 Tampa General Hospital Tampa General Hospital Workforce Housing Multi- Family Development $10,000,000 City of Delray Beach Delray Beach Emergency Response Mobile Traffic Barrier & First Responder Protection $306,000 Broward County Sheriff’s Office Secondary Set of Firefighter Turnout Gear (Cancer Prevention Initiative) $228,092 Village of North Palm Beach North Palm Beach Public Safety Resiliency $255,000 City of Boynton Beach 911 Communications Center Generator Replacement $600,000 WeatherSTEM WeatherSTEM - Severe Weather Mesonet $738,000 Life Science Logistics DEM Warehouse Space and Stockpile Management $5,000,000 City of Cape Coral Cape Coral Emergency Operations Center $9,000,000 L3Harris (Monitoring) Bradford County SLERS Radio Equipment Replacement and Upgrade $1,250,000 L3Harris (Monitoring) Suwannee County Critical 911 Communications Equipment $550,000 L3Harris (Monitoring) Taylor County 911 Communications Replacement $525,000 L3Harris (Monitoring) SLERS Tower Maintenance $6,000,000 L3Harris (Monitoring) SLERS Tower Relocation/Reconstruction $2,000,000 L3Harris (Monitoring) SLERS Tower Mitigation/Replacement $5,000,000 Florida Police Benevolent Assoc 3% across the board base salary increases FAMU Operational Enhancements - Boldly Striking for Academic Excellence $2,000,000 Pensacola State College Operational support $5,000,000 400 BALLARD PARTNERS EXPERIENCE. DEDICATION. RESULTS. 12 | Page Ballard Partners has represented various local governments on the state level. The firm has solid relationships with key Members of the State Legislature, the Florida Delegation, and state agencies. Some examples of relationships are noted below: Florida •Florida House of Representatives: o Speaker of the House and staff o House Majority and Minority leadership and staff o House Appropriations Committee Chair, members, and staff o House Education & Employment Committee Chair, members, and staff o Miami-Dade Legislative Delegation members • Florida Senate: o Senate President and staff o Senate Majority and Minority leadership and staff o Senate Appropriations Committee Chair, members, and staff o Miami-Dade Legislative Delegation members • Executive Branch: o Office of the Governor o Office of the Lieutenant Governor o Governor’s Office of Policy and Budget o State Agencies We believe our combined knowledge and experience at all levels of state government gives our clients the greatest solutions to their issues. . 401 BALLARD PARTNERS EXPERIENCE. DEDICATION. RESULTS. 13 | Page SECTION 5. RELEVANT EXPERIENCE AND QUALIFICATIONS OF KEY PERSONNEL The key personnel assigned to the City will be Brian Ballard, Jose Felix Diaz, Nikolas Pascual and Mike Abrams. Beyond the primary contacts, all of the Firm’s principals will be utilized when necessary. We believe it is our combined expertise, history working together as a team and relationships at all levels of government that will be uniquely beneficial to the City’s interests. Our deep bench of consultants affords us the ability to refrain from using subcontractors. Brian Ballard, President Brian has earned a reputation as a tireless, persistent and effective advocate for his clients’ interests. He has been recognized in The Hill: Top Lobbyists / Hired Guns 2021, 2020, Florida Trend’s 2021, 2020 Most Influential Business Leaders, named a member of Vanity Fair’s “New Establishment for 2019″, and listed among the 18 to watch in 2018 by Politico Playbook Power List. His accomplishments have spanned over 25 years and include legislative successes on hundreds of policy and funding initiatives in Florida and Washington, DC. Brian has taken his passion for politics and policy to the national scene, opening Ballard Partners’ Washington, DC office in February 2017. He is spearheading the firm’s successful efforts with a first-class bi- partisan government relations team that represents clients across the federal landscape and impacting a myriad of domestic and foreign affairs issues. Brian Ballard Psident Primary Contact & Executive Oversight Jose Felix Diaz Executive VP/ Managing Partner, Miami State Advocacy Nikolas Pascual Partner, Miami Team Lead & State Advocacy Mike Abrams Partner, Miami State Advocacy 402 BALLARD PARTNERS I EXPERIENCE. DEDICATION. RESULTS. 14 | Page As one of the top political insiders in Florida and Washington, Brian’s political portfolio includes meaningful roles in several presidential and gubernatorial campaigns. He chaired the Florida Finance Committee of Republican presidential nominees John McCain in 2008, Mitt Romney in 2012 and Donald J. Trump in 2016. Additionally, Brian has served as vice chairman of the Presidential Inaugural Committee and was appointed as a member of the Presidential Transition Finance Committee. Recognizing his formidable fundraising and political skills, the Republican National Committee tapped Brian to serve as the Finance Vice Chairman to help build resources for key national races. Brian and his wife Kathryn were honored to be selected by three Florida Governors to plan and execute their inaugural ceremony and events, serving as Co-Chairs of the inauguration for Governor Ron DeSantis, Governor Rick Scott and Governor Charlie Crist. Among his important public service experience, Brian currently serves on the Board of Trustees for the John F. Kennedy Center for the Performing Arts. He previously served on the U.S. and Foreign Commercial Service Advisory Council, after appointment by the U.S. Secretary of Commerce. He also directed the transition and assisted in the U.S. Senate confirmation of Governor Bob Martinez as the Director of the Office of National Drug Control Policy (Drug Czar) in the Executive Office of the President. As chief of staff in the Executive Office of the Governor, Brian developed a special interest in environmental issues. Among his accomplishments, he served as chief architect of Preservation 2000, the largest public acquisition program for environmentally sensitive lands in the nation. He also served as Florida’s chief negotiator with the U.S. Department of the Interior to end offshore drilling along the state’s southeast coastline and the Florida Keys. The American Lawyer magazine rated Brian as one of America’s top-rated lawyers in the field of Energy, Environmental and Natural Resources law. Committed to community service, Brian has been a member of the Council of 100, the Collins Center for Public Policy, Florida Governor’s Mansion Foundation, and the City of Tallahassee Architectural Review Board. He has received Florida’s highest award for historic preservation recognizing his efforts involving preservation of historic buildings. In 2016, Brian and Kathryn were inducted into Florida State University’s Francis Eppes Society for their philanthropic support to the University. Before establishing Ballard Partners, Brian served as managing shareholder for Bryant Miller Olive P.A. He currently serves as counsel to Panza, Maurer & Maynard, P.A. He received both his Bachelor of Science degree in Business Administration and his Juris Doctorate from the University of Florida, where he was later inducted into the University’s Hall of Fame. Brian will oversee the Firm’s advocacy efforts on behalf of the City in Washington, D.C. His primary focus will be to advance the identified agenda with key legislative local and federal leaders, respective committee chairs, executive agencies and the Administration. Brian has devoted the entirety of his career to working with governmental entities. His early experience with both the Executive Office of the President and the Executive Office of the Governor of the State of Florida set the standard for his pursuit of excellence in private practice. Since beginning his private-sector career, he has lobbied extensively on a myriad of issues, and the list of his clientele runs the gamut from non-profit organizations to global corporations. 403 BALLARD PARTNERS EXPERIENCE. DEDICATION. RESULTS. 15 | Page Jose Felix Diaz, Executive Vice President and Managing Partner, Miami As an attorney, advisor, and four-term elected official, Jose Felix has consistently been recognized as one of the rising stars in government affairs over the past decade. In 2010, Jose was elected to the Florida House of Representatives, where he served for seven years. Jose ascended quickly to the leadership ranks of the legislature, where he chaired the Energy & Utilities, Regulatory Affairs, and Commerce committees. Known for his fundraising prowess and sharp political instincts, Jose was recruited to serve on the Republican State Leadership Committee’s Future Majority Project Board, to help recruit and retain minority candidates throughout the United States. He also served as Chairman of the Legislative Committee of the Florida Constitution Revision Commission. During his legislative tenure, Jose was elected as chair of the Miami-Dade Legislative Delegation, where he led his colleagues during a period of sustained and successful bipartisanship. A Columbia Law School graduate, Jose has significant international, federal, state, and local government affairs experience and legal acumen. Early in his law career, Jose gained a reputation for being a tenacious advocate for clients in contract procurement, international law, public private partnerships, complex legal, and land use and zoning matters. Nikolas Pascual, Partner, Miami Nikolas Pascual brings a wealth of experience in government, politics, and public relations to his role at Ballard Partners. As Chief of Staff to Mayor Francis Suarez, Nikolas led the Office of the Mayor, shaping legislative and policy agendas that achieved unprecedented results for Miami. Under his leadership, the city saw historic milestones such as its lowest tax rate, the lowest homicide rate in over 60 years, and the largest tech migration in history. Prior to his tenure as Chief of Staff, Nikolas served as Senior Advisor to the City Manager, where he spearheaded government relations efforts, securing record-breaking funding for Miami from both Tallahassee and Washington D.C. He was instrumental in establishing Venture Miami, the city's inaugural Economic Development Agency, which played a pivotal role during the influx of businesses moving to South Florida. Nikolas began his career as a Legislative Aide in the Florida House of Representatives, working alongside influential leaders like Representative Jose Felix Diaz and Speaker Jose Oliva. His contributions played a pivotal role in achieving significant legislative successes for Miami-Dade County and South Florida. Beyond his professional endeavors, Nikolas is deeply committed to community service, volunteering with organizations such as the Children's Home Society and Camillus House. He holds a Bachelor's Degree in Public Administration from Florida International University, where he remains actively involved in mentoring students. 404 BALLARD PARTNERS EXPERIENCE. DEDICATION. RESULTS. 16 | Page Mike Abrams, Partner, Miami Mike served in the Florida House of Representatives for 12 years representing the North Miami Beach/Aventura area. During his tenure in the legislature, he served as chair of the House Health Care Committee and House Health & Rehabilitative Services Subcommittee on Appropriations where he acquired immense knowledge of the appropriations process. As one of few people to serve four straight years as chair of the House Finance & Taxation Committee, Mike has vast experience related to the effect of state tax policy on private companies, healthcare, transportation and public education. After retiring from the legislature, Mike returned to Miami and began a career in the private sector, advocating for a number of Florida clients before federal, state, county, and city government officials. Prior to joining Ballard Partners, Mike co-chaired the Government Affairs & Public Policy Practice at a large national law firm and investment banker. His client base includes businesses, not-for-profits, municipalities, counties and healthcare entities, specifically as it relates to appropriations at the state and federal levels. Currently he is a member of the University of Miami Board of Trustees and frequent op-ed contributor to the Miami Herald. 405 BALLARD PARTNERS EXPERIENCE. DEDICATION. RESULTS. 17 | Page BRIAN D. BALLARD Residence: Office: 7445 Heartland Circle 201 East Park Avenue, 5th Floor Tallahassee, Florida 32312 Tallahassee, Florida 32301 850.668.9823 850.577.0444 PROFESSIONAL HISTORY: May 1998 - Ballard Partners, Inc. Present President. The firm specializes in all aspects of governmental advocacy with particular emphasis on matters before Florida’s executive and legislative branches of state government, as well as all aspects of governmental advocacy on matters before Congress, the Administration, and federal agencies and departments. June 2003 - Panza, Maurer & Maynard, P.A. Present Of Counsel. The law firm specializes in governmental and regulatory matters; health care; insurance; corporate law; commercial litigation and environmental law. Rated “AV” by Martindale-Hubble. August 1995 - Florida State University August 2006 Adjunct Professor in the School of Political Science. March 1991 - Bryant, Miller and Olive, P.A. May 1998 Managing Shareholder. The law firm specializes in state and municipal finance, environmental law, governmental affairs, and agency decision making. November 1992 - U.S. and Foreign Commercial Service Advisory Council April 1994 Appointed by the U.S. Secretary of Commerce to provide advice on the operations and services of the US&FCS and its related worldwide export programs. December 1990 - Executive Office of the President March 1991 Directed the transition and assisted in the U.S. Senate confirmation of the Director of the Office of National Drug Control Policy. January 1988 - Chief of Staff, Office of the Governor 406 BALLARD PARTNERS EXPERIENCE. DEDICATION. RESULTS. 18 | Page December 1990 Directed executive office staff, supervised eleven cabinet departments under the Governor. Coordinated and lobbied legislative and budget proposals. Developed policy initiatives for the Executive Office of the Governor and its agencies. March 1989 White House Delegation U.S. Observation Delegation to the 1989 Presidential Election in El Salvador. 1987 Deputy Chief of Staff/Executive Assistant, Office of the Governor August - December Directed the Scheduling and Appointments Office. Assisted in press and public relations and coordinated the administrative functions of the Governor’s Office. 1983 Executive Office of the President May - July Intern, Office of Management and Budget. EDUCATION: University of Florida College of Law Juris Doctorate, 1988 University of Florida Bachelor of Science in Business Administration, 1983 PROFESSIONAL, John F. Kennedy Center for the Performing Arts, Board Member, POLITICAL AND CIVIC 2020 ORGANIZATIONS: Republican National Convention, Jacksonville 2020 Host Committee Co-Chair, 2020 Governor Ron DeSantis Inaugural Committee, Chairman, 2018 Presidential Electoral College Member, 2016 Trump Victory, Florida Chairman, 2016 Presidential Inaugural Committee, Vice Chairman, 2016 Presidential Transition Finance Committee Member, 2016 Governor Rick Scott Inaugural Committee, Chairman, 2015 Mitt Romney Presidential Campaign, Florida Finance Governor Rick Scott Inaugural Finance Committee, John McCain Presidential Campaign, Florida Finance Florida Governor’s Mansion Foundation Governor Charlie Crist Inaugural Committee, Chairman, 2007 American Bar Association The Florida Bar The Collins Center for Public Policy Miami Herald Legislative Ranking Committee 2002, 2003 City of Tallahassee - Leon County Architectural Review Board August 20, 1999 - June 30, 2002 407 BALLARD PARTNERS EXPERIENCE. DEDICATION. RESULTS. 19 | Page Georgetown University Medical and Law Centers, Editorial Associate, Courts, Health, Science and the Law Florida Council of 100, 1987-1990 Governor's Transplant Lifeline for Children Task Force, Board of Directors, 1987-1990 University of Florida Department of Political Science, Graduate Program in Political Campaigning, Development Committee, September 1994 University of Florida Athletic Association Board of Directors, 1984 Delta Tau Delta National Fraternity HONORS: Inductee, Francis Eppes Society, Florida State University, 2016 The American Lawyer’s Magazine Top Rated Lawyer in the field of Energy, Environmental and Natural Resources Law 2013 Rated “AV” by Martindale-Hubbell highest attorney rating for both legal ability and ethical standards Florida Trust for Historic Preservation Award for Outstanding Historic Preservation 2000 Tallahassee/Leon County Historic Preservation Award 1999 University of Florida Hall of Fame Florida Blue Key Omicron Delta Kappa 408 BALLARD PARTNERS EXPERIENCE. DEDICATION. RESULTS. 20 | Page JOSE FELIX DIAZ Residence: Office: 8567 Coral Way, Unit 374 2 Alhambra Plaza, Suite 102 Miami, FL 33155 Coral Gables, FL 33134 (305) 785-8280 (305) 456-8479 PROFESSIONAL HISTORY: January 2018 - Ballard Partners, Inc., Miami, FL Present Executive Vice-President/Managing Partner Miami. The firm specializes in all aspects of governmental advocacy with particular emphasis on matters before Florida’s Executive and Legislative branches of state government. The firm also provides client representation before the U.S. Congress and federal agencies. Jan. 2018 – Panza Maurer & Maynard, Miami, FL Present Of Counsel. Land use lawyer and government consultant, focusing on public-private partnerships, procurement oversight, and small- and-large scale developments in the State of Florida. Experienced in complex federal, state, and local land use processes, including, but not limited to, land use litigation relating to public land regulation. Fall 2005 – Akerman LLP, Miami, FL January 2018 Of Counsel. Attorney, specializing in litigation, land use and local government law. Extensive state and federal district court experience with a focus on international and complex commercial disputes. Additional experience in criminal defense matters. Admitted to practice before the Northern, Middle, and Southern United States District Courts of Florida. Nov. 2010 – Florida House of Representatives, Tallahassee, FL 2017 State Representative, Districts 115 & 116. Elected to four consecutive terms in the Florida House of Representatives. Served as Chairman of the Energy & Utilities Subcommittee, Regulatory Affairs Committee and the Commerce Committee. Designated as a member of the Speaker of the Florida House of Representative’s Leadership Teams in 2015, 2016, 2017. Appointed as a Commissioner of Florida’s Constitutional Revision Commission in 2016, which meets once every twenty years. Negotiated Seminole Indian Gaming Compact on behalf of the State of Florida for three consecutive years. The Settlement 409 BALLARD PARTNERS EXPERIENCE. DEDICATION. RESULTS. 21 | Page agreement included the largest revenue share guarantee in an Indian Gaming Compact in the history of the United States. As Chairman of the Florida House of Representatives’ Commerce Committee, oversaw Agriculture Subcommittee which secured funding for the University of Florida’s Institute for Food and Agricultural Sciences, passed legislation which strengthened economic development opportunities for rural Florida, and promoted millions of dollars in sales tax exemptions for agriculture and animal health products. EDUCATION: Columbia University School of Law, New York, NY Juris Doctorate, Received May 2005 Study Abroad: University of Buenos Aires, Fall 2004 Activities: Columbia University Student Senate, Parliamentarian American Bar Association Law Student Division, National Secretary/Treasurer Law Student Senate Parliamentarian Honors: Parker School of Foreign and Comparative Law Certificate American Review of International Arbitration, Student Editor 2003, Senior Editor 2004 Harlan Fiske Stone Moot Court Program University of Miami, Miami, FL Bachelor of Arts Degree, Honors Program, Received May 2002 Majors: English/Political Science Minor: Psychology Study Abroad: UNC Chapel Hill, Summer 2001, “Quest to Greece” Program Activities: Student Body President Iron Arrow Society, Highest Honor Honors: 2002 State of Florida College Student of the Year Omicron Delta Kappa Honor Society, Historian University of Idaho, Legislative Energy Horizon Institute Certificate in Energy Planning & Policy, Received 2014 410 BALLARD PARTNERS EXPERIENCE. DEDICATION. RESULTS. 22 | Page Through the LEH Institute, legislators learn how to make responsible and informed policy choices by increasing their knowledge of the complex Issues associated with the electricity, natural gas, and petroleum infrastructure; regulation governing this infrastructure; and the interdependencies of the U.S. energy sectors. PROFESSIONAL, Cuban American Bar Association, Board of Directors POLITICAL, Beacon Council Young Leaders Taskforce AND CIVIC Miami-Dade Leg. Delegation, Chairman ORGANIZATIONS Public Service Commission Nominating Council, Chairman Southern States Energy Board, Board of Directors Children's Trust, Past Board Member CHARLEE Homes for Children, Board of Directors Put Something Back Pro Bono Project Our Kids of Miami-Dade, Board of Directors Miami Foundation Public Space Challenge National Recreation and Park Association, Board of Directors Zoo Miami Foundation, Chair Orange Bowl Committee, Board of Directors Bakehouse Arts Complex, Board of Directors Millennial Action Project, Board of Directors HONORS Cuban American Bar Association, Presidential Award Super Lawyers Magazine, Rising Star CPAC 2014, Top 10 Conservatives Under 40 CPAC 2013, Honorary Emcee Cystic Fibrosis "40 Under 40 Top Lawyers Award" Children's Trust, Champion for Children Leukemia & Lymphoma Society, Man of the Year Award United Way of Dade, Public Servant of the Year “Top 100” Lobbyists in America by the National Institute for Lobbying & Ethics “South Florida Power 100” by City & State Magazine . 411 BALLARD PARTNERS EXPERIENCE. DEDICATION. RESULTS. 23 | Page Nikolas J. Pascual Residence: Office: 11370 SW 122 Street 2 Alhambra Plaza, Suite 102 Miami, FL 33176 Coral Gables, FL 33134 (305) 562-2602 (305) 456-8479 PROFESSIONAL HISTORY: April 2023 - Ballard Partners, Miami, Florida. Present Partner. Lead advocacy efforts on behalf of diverse portfolio of clients across multiple sectors, including technology, real estate development, and environmental conservation. Develop and execute comprehensive legislative strategies that resulted in successful passage of key bills and amendments beneficial to clients' interests. Establish and maintain strong relationships with legislators, government officials, and regulatory agencies to advance client agendas effectively. Conduct thorough policy analysis and monitor regulatory developments to anticipate potential impacts on clients and recommend proactive advocacy measures. Organize and lead coalition efforts, fostering alliances among industry peers and advocacy groups to amplify influence and achieve shared policy objectives. October 2020 - City of Miami, Florida April 2023 Chief of Staff to the Mayor of Miami. Responsible for providing assistance and support to the Mayor Scheduled/attended meetings and events on behalf of the Mayor. Analyzed and approved agenda items for upcoming City Commission meetings. Responsible for tracking the city’s Legislative Priorities and advocating for those priorities at the local, state, and federal level. Feb 2018 - City of Miami, Florida Sept 2020 Senior Advisor to the City Manager/Director of Government Relations. Responsible for providing assistance and support to the City Manager, schedule/take meetings and attend events on behalf of the City Manager. 412 BALLARD PARTNERS EXPERIENCE. DEDICATION. RESULTS. 24 | Page Briefed elected officials on the upcoming city commission agenda on behalf of the City Manager. Analyzed and approved submitted agenda items from over 30 city departments for placement on upcoming City Commission agendas. Responsible for putting together the city’s Legislative Priorities and advocating for those priorities at the local, state, and federal level. Researched legislative issues pertaining to local governments. Tracked and spearheaded legislation/amendments for the advancement of the city’s priorities. Secured over $5 million in funding from the state during the 2018-2020 Legislative Sessions and expedited several FEMA reimbursements for over $25 million that were owed to the city. Passed legislation during the 2019 Florida Legislative Session to increase funding for transportation related projects in the city. And reached an agreement on a DCF Pilot Program for afterschool care during the 2020 Legislative Session. Sept 2017 - Florida House of Representatives Feb 2018 Chief Legislative Assistant to Speaker-Designate Jose Oliva Responsible for providing assistance and support to Speaker- Designate Oliva; scheduled meetings and events. Researched legislative issues, filed and tracked legislation, contacted legislators and lobbyists to obtain information relating to bills and amendments. Met with staff to coordinate legislative priorities for upcoming session. (Including Speaker-Designate Oliva's priorities for his Speakership) Performed editorial work relating to press releases and newsletters. June 2017 - Jose Felix Diaz for State Senate Sept 2017 Campaign Manager Managed all aspects of fiduciary oversight, legal administration and adherence to campaign finance reporting requirements. Oversaw all aspects of research, drafting and implementation of the campaign strategy. Defined the roles and negotiated contracts with vendors, consultants, and staff. Including fundraising, field operations, and media. Built a broad, effective grassroots campaign including, but not limited to, coalition building, absentee ballot chasing and get- out-the-vote operations. 413 BALLARD PARTNERS EXPERIENCE. DEDICATION. RESULTS. 25 | Page June 2014 - Florida House of Representatives June 2017 Senior Legislative Assistant to Chairman Jose Felix Diaz Researched legislative issues pertaining to the Commerce Committee. Filed, tracked, and spearheaded legislation on behalf of Representative Diaz. Planned and ran Special Events and Town Halls for the Representative, while coordinating with department heads. Responded and attempted to resolve constituent inquiries and concerns while building strong relationships with various federal, state, county, and local officials. Attended events and took meetings on behalf of Chairman Diaz when he was unable to be present Jan 2004 - Miami Youth Baseball Association Jan 2018 Baseball Instructor/Assistant Commissioner Taught kids of all ages the fundamentals of baseball in order to improve their mechanics and knowledge of the game. Kept track of games, starting or stopping play when necessary, in charge of league scheduling. (Over 80 teams per season) Resolved claims of rule infractions or complaints by participants and imposed any necessary penalties according to league rules and regulations. EDUCATION: Florida International University, Miami, FL Degree: Bachelor of Arts Major: Public Administration COMMUNITY Board Member of Camillus House, 2021- Present SERVICE & Board Member of the Miami-Dade County Children’s Home AWARDS Society, 2017-2022 Chairman of the local Children’s Home Society Advocacy Committee, 2019-2021 Volunteer, WOW Center, 2015-2016 Miami-Dade County Park Conservation Corps Member, 2016 Legislative Advocacy Award, 2016 Session- The Children's Home Society 414 BALLARD PARTNERS EXPERIENCE. DEDICATION. RESULTS. 26 | Page Michael I. Abrams Residence: Office: 3561 SW 1st Avenue 2 Alhambra Plaza, Suite 102 Miami, FL 33145 Coral Gables, FL 33134 (305) 904-4083 (305) 456-8479 Professional: •1987-2006 Investment Banking •1996-present Lobbying and Consulting •2003-2013 Akerman LLP •2013-present Ballard Partners Inc -Partner, Co-Policy Head Miami Political: •1970-71 President of Florida Young Democrats •1973-1975 Vice-President of the National Young Democrats •1974-1980 Chairman of the Miami-Dade Democratic Party •1983-1994 Member of Florida House of Representatives 1991-1994 Chairman of Finance and Tax Committee 1989-1991 Chair, House Appropriations of Health and Human Services 1987-1989 Chair of Health Committee •1984,1988 Delegate to Democratic National Convention Education: University of Miami, B.A. 1969 Cum Laude Honors •President of Undergraduate Student Government 1968-1969 •Member of Pi Kappa Alpha Fraternity -President 1967 •Member of Iron Arrow- Highest campus honorary •Who’s Who in American Colleges and Universities 1969 Community: •1982- Member of Public Health Trust •1995-2002 Best Buddies Board •Currently- Board of Hospice Foundation of America •Currently-Board of Combined Federal Charities-Health Board •1995-present University of Miami Board of Trustees 415 BALLARD PARTNERS EXPERIENCE. DEDICATION. RESULTS. 27 | Page Section 6. Proposed Approach to Providing the Services Requested Herein We have carefully reviewed the scope of work as detailed in the RFQ and we are confident that we can meet your goals and objectives in a collaborative manner and as per your specifications. Our scope of work would include a full range of legislative advocacy services, including but not limited to, assisting in the development and implementation of the City’s legislative agenda, drafting funding request applications, identifying potential state funding opportunities, developing briefing documents, legislative and administrative proposals, and other necessary supporting materials. Our team will attend and host periodic meetings throughout the year to share progress on the City’s agenda. We can attend meetings, hearings, and conferences as requested by the City. The team will monitor and report on developing opportunities that may be beneficial or harmful to the City. Our Firm will advocate on the state level for any additional funds, particularly for funding via the grants process. We will assist in arranging meetings for stakeholders and City administrators with key officials in state agencies. We will ensure the needs of the City are recognized, supported and prioritized. We have a broad reach into all levels of state government. At the state level, we will engage closely with Miami-Dade County legislators regarding critical priorities and focus on engaging with leadership and relevant committee chairs. Through our work on behalf of other local and state clients, we are familiar with the backgrounds and interests of the delegation members. We will work with the Florida League of Cities and other similar organizations on behalf of the City. We excel at cultivating strong working relationships with legislative leadership, committee staff, and the executive and cabinet agencies. The individuals who oversee the process are constantly changing, and securing appropriations can be vastly different from year to year. Circumstances during a legislative session change from minute to minute, and to be successful the process requires focus and determination. Your advocates must be present year-round with the client, legislators, legislative staff, and the Governor’s office. To be effective, your advocates must know the reason behind your appropriations requests inside and out and must have access to engage with key decision-makers from the early development of the budget to the final minutes of legislative negotiations and all the way through the Governor’s signature. Our firm has proven to be effective in delivering unprecedented results for our clients. At a general level, choosing the type of project and the funding amount for such a project are a critical first step in formulating an appropriation request. Our team will advise the City on which projects are best positioned for success and we will work with you to choose effective sponsors in the House and Senate for your projects. We will help the City draft messaging materials that encapsulate the needs of the City, and why it is important for the state to fund it. We will work hard and advocate for your projects with appropriations subcommittee chairs, appropriations chairs and their staff, and with legislative leadership. At each step of the process whether that be initial meetings with decision-makers regarding your projects, the initial 416 BALLARD PARTNERS EXPERIENCE. DEDICATION. RESULTS. 28 | Page publication of each subcommittee’s budget, each chamber’s review of the first draft of the budget or during the budget conference at the end of session, we will keep the City staff up to date on the latest developments and provide the City with strategic advice to move your appropriations goals forward. We will work hand in hand with the City Manager and/or his/her designee(s). We will provide formal and informal updates on key initiatives and provide weekly and monthly status reports and annual summary reports as required by the City. Our Firm believes constant communication with our clients is an essential part of effective legislative advocacy. We understand that issues can develop quickly, especially when working in the public sector and our team is adept in providing strategic advice and counsel to address the issue at hand and to move the City forward. When an issue is brought to our attention, or when we anticipate a potential problem, we will quickly work with City leadership and staff to review all areas of concern and interest and establish your goals and priorities. We have deep roots in the Miami-Dade County community. Not only do we maintain close relationships with local leaders and community groups but have a good sense of the issues that affect the community. We have the ability and insight to effectively develop and help execute an overall strategy, with timelines, and deliverables to address any issue. We see ourselves as an extension of your staff and welcome the opportunity to assist in developing a comprehensive strategy on how the City can improve its lobbying process and build key relationships. At our core, our mission is to ensure the success of our clients. Should we identify any changes that could better position the City for success, we will not hesitate to recommend them. 417 BALLARD PARTNERS 29 | Page Attachment A. Registrations & Insurance Local Business Tax Receipt – Miami Dade County 418 Local Business Tax Receipt Miami-Dade County,State of Florida -THIS IS NOT A BILL -DO NOT PAY 7228911 BUSINESS NAME/LOCATIONBALLARDPARTNERSINC 2 ALHAMBRA PLZ STE 102 CORAL GABLES,FL 33134-5214 OWNER BALLARDT’ARTNERS INC C/O BRIAN D BALLARD 5 RECEIPT NO. RENEWAL 7513931 SEC.TYPE OF BUSINESS 212 CONSULTANT EXPIRESSEPTEMBER30,2025 Must be displayed at place of business Pursuant to County Code Chapter 8A -Art.9 &10 PAYMENT RECEIVED BY TAX COLLECTOR 60.00 07/18/2024 INT-24-438578 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 8a-276. For more information,visit www.miamidade.flov/laxcollector 30 | Page State of Florida 2024 Corporation Annual Report 419 2024 FLORIDA PROFIT CORPORATION ANNUAL REPORT DOCUMENT#P98000025501 Entity Name:BALLARD PARTNERS,INC Current Principal Place of Business: 201 EAST PARK AVENUE. 5TH FLOOR TALLAHASSEE.FL 32301 Current Mailing Address: 201 EAST PARK AVENUE, 5TH FLOOR TALLAHASSEE,FL 32301 US FILED Jan 09,2024 Secretary of State 3551982130CC FEI Number:59-3499504 Name and Address of Current Registered Agent: BALLARD BRIAN D 201 EAST PARK AVENUE. 5TH FLOOR TALLAHASSEE.FL 32301 US Certificate of Status Desired:No The above named entty submits this statement lor the purpose of changing its registered office or registered agent or both,in the State of Ftonda SIGNATURE Electronic Signature o(Registered Agent Date Officer/Director Detail : Title PRESIDENT Title EXECUTIVE SECRETARY Name BALLARD.BRIAN D Name CRAWLEY.SHANNA Address 201 EAST PARK AVENUE. 5TH FLOOR Address 201 EAST PARK AVENUE. 5TH FLOOR City-State-Zip TALLAHASSEE FL 32301 City-State-Zip TALLAHASSEE FL 32301 I hereby certify that ntor mation ndroated on this report or supplemental report is Sue and accurate and that my electronic srgnaiute shall have the same legal effect as if made under oath.that i am an oftKer or director of the corporation or the receiver or trustee empowered to e*ecu 1»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:SHANNA KAYE CRAWLEY EXECUTIVE SECRETARY 01/09/2024 Electronic Sgnature of Signing Officer/Director Detail Date ANY PROPRIETOR/PARTNER/EXECUTIVE OFFICER/MEMBER EXCLUDED? INSR ADDL SUBR LTR INSD WVD PRODUCER CONTACT NAME: FAXPHONE (A/C, No):(A/C, No, Ext): E-MAIL ADDRESS: 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 COMPENSATION AND 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 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 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 10/8/2024 (850) 701-1419 (850) 894-3129 29459 Ballard Partners, Inc. 201 E Park Ave, 5th Floor Tallahassee, FL 32301 29424 10385 31194 A 1,000,000 21UUNDR6969 5/1/2024 5/1/2025 300,000 10,000 0 2,000,000 2,000,000 1,000,000B 21UENBF8WHV 5/1/2024 5/1/2025 4,000,000C 21RHUDR6263 5/1/2024 5/1/2025 4,000,000 10,000 D WC8400032542-2024A 4/1/2024 4/1/2025 1,000,000 N 1,000,000 1,000,000 E Professional Liab 106050552 5/1/2024 Occurrence 2,000,000 E Professional Liab 106050552 5/1/2024 5/1/2025 Aggregate 2,000,000 For Information Only BALLPAR-01 TODONNELL Legacy Insurance Solutions, LLC 1414 Piedmont Drive East Suite 200 Tallahassee, FL 32308-7967 Tina O'Donnell todonnell@legacyinsllc.com Twin City Fire Insurance Company Trumball Insurance Company Hartford Casualty Insurance Company FFVA Mutual Insurance Company Travelers Casualty and Surety Company of America X 5/1/2025 X X X X X X X X 420 32 | P ag e Attachment B. Required Forms 421 SECTION 4 PROPOSAL FORM PACKAGE As provided in the RFP, the following items must be attached to this Proposal: FORMS STATUS Form 1 – Proposal Form Package Acknowledgement X Form 2A. Proposer’s Certification (if Company or Corporation) X Form 2B. Proposer’s Certification (if Partnership) ❑ Form 3. Single Execution Affidavits X Form 4. Dispute Disclosure X Form 5. Certification Regarding Debarment, Suspension, & Other Responsibility Matters Primary Covered Transactions X Form 6. Proposer’s Qualifications Survey X Form 7. Price Proposal Form X Form 8. Reference List X Form 9. Key Staff & Proposed Subcontractors X 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 of Professional Services Agreement Attachment B. Declaration/Affidavit of Representation Attachment C. ARPA (American Rescue Plan Act) Addendum 25 of 75 422 423 FORM 1 PROPOSAL FORM PACKAGE ACKNOWLEDGEMENTS I hereby propose to furnish the goods and services specified in the Request for Proposals,RFP No.CSM2024-1 1.I agree that my Proposal will remain firm for a period of 1 80 days after opened by the City in order to allow the City adequate time to evaluate the Proposal. 1 certify that all information contained in this Proposal is truthful to the best of my knowledge and belief.I further certify that I am duly authorized to submit this Proposal 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 Proposal is made without prior understanding,agreement, connection,discussion,or collusion with any other person,firm or corporation submitting a Proposal;no officer,employee or agent of the City of South Miami or any other Proposer has an interest in said Proposal.Furthermore,1 certify that the undersigned executed this Proposal Form with full knowledge and understanding of matters therein contained and was duly authorized. I further certify that the Proposer acknowledges receipt of all Addenda issued by the City in connection with the RFP (Check the box next to each addendum received). X Addendum Addendum 1 2 Addendum 6 Addendum 7X X Addendum 3 Addendum 8 Addendum 4 Addendum 9 Addendum 5 Addendum 1 0 Attached hereto are the following forms/documents which form a part of this Proposal: Form 1 . Form 2A. Form 2B. Form 3. Form 4. Form 5. Proposal Form Package Acknowledgement. Proposer's Certification (if Company or Cbrporation) Proposer's Certification (if Partnership) Single Execution Affidavits Dispute Disclosure Certification Regarding Debarment,Suspension,&Other Responsibility Matters Primary Covered Transactions Form 6. Form 7. Form 8. Form 9. Proposer's Qualifications Survey Price Proposal Form Reference List Key Staff &Proposed Subcontractors 26 of 75 424 FORM 1 PROPOSAL FORM PACKAGE ACKNOWLEDGEMENTS (CONTINUED) PROPOSERSI Brian D.Ballard NAME &TITLE,TYPED OR PRINTED Ballard Partners,Inc. NAME OF PROPOSER FIRM MAILING ADDRESS 201 East Park Avenue.5th Floor Tallahassee,FL 32301 (850)577-0444 TELEPHONE NUMBER State of Florida County of LEON The foregoing instrument was acknowledged before me by means of physical presence or _ online notarization,this 16th day of October ,20 24,by Brian D.Ballard (name of person)as President (type of authority)for Ballard Partners,Inc.(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: CYNTHIA H.DAVIS MY COMMISSION #HH 148455 EXPIRES:July 9,2025 Bonded Thru Notary Public Underwriters ) Did take an oath;or Did not take an oath 27 of 75 425 FORM 2A PROPOSER’S CERTIFICATION (if Company or Corporation) CERTIFICATE state OF Florida ) )SS COUNTY OF LEON ) I HEREBY CERTIFY that a meeting of the Board of Directors of Ballard Partners,Inc. a corporation or company existing under the laws of the State of Florida . held on October 14,2024 ,2024.the following resolution was duly passed and adopted: RESOLVED,that,as President of the Corporation/Company,be and is hereby authorized to execute the Proposal dated,October 16 ,2024 to the City of South Miami for RFP No.CSM2024-11 STATE OF FLORIDA LOBBYING SERVICES 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 (SEAL) 16th day of October ,2024., Secretary »v 28 of 75 426 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 PROPOSER OR PROPOSER AND NOTARIZED BELOW.IN THE EVENT THE PROPOSER OR PROPOSER CANNOT SWEAR TO ANY OF THESE AFFIDAVIT STATEMENTS,THE PROPOSER OR PROPOSER IS DEEMED TO BE NON¬ RESPONSIBLE AND IS NOT ELIGIBLE TO SUBMIT A PROPOSAL/PROPOSAL. THESE SINGLE EXECUTION AFFIDAVITS ARE SUBMITTED TO THE CITY OF SOUTH MIAMI AND ARE STATEMENTS MADE: By:Brian D.Ballard For (Name of Proposing or Bidding Entity):Ballard Partners,Inc. Whose business address is:201 East Park Avenue.5th Floor,Tallahassee.FL 32301 And (if applicable)its Federal Employer Identification Number (FEIN)is:59-3499504 (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 360 1 -363 1 . Prqioser Initials 30 of 75 427 Public Entity Crimes Affidavit I understand that a “public entity crime”as defined in Paragraph 287.1 33(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 Proposal 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 287.1 33(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 287.1 33(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 287.1 33(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 proposals or applies to Proposal 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.) X 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 31 of 75 428 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 a copy of the final order). 1 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 3 1 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. Proposer Initials No Conflict of Interest or Contingent Fee Affidavit Proposer 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.Proposer 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,Proposer 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 Proposer should the Proposer be selected for the performance of this contract. to Proposer Initials Business Entity Affidavit Proposer 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 Proposer 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 Proposer.Material interest means direct or indirect ownership of more than 5%of the total assets or capital stock of the Proposer.Any exception to these above described restrictions must be expressly provided by applicable law or ordinance and be confirmed in writing by City.Further,Proposer recognizes that with respect to this transaction or Proposal,if any Proposer violates or is a party to a violation of the ethics 32 of 75 429 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 1 12,part III,Fla.Stat.,the Code of Ethics for Public Officers and Employees,such Proposer may be disqualified from furnishing the goods or services for which the Proposal or Proposal is submitted and may be further disqualified from submitting any future proposals or Proposal for goods or services to City. Proposer Initials Anti-Collusion Affidavit 1 .Proposer/Proposer has personal knowledge of the matters set forth in its Proposal/Proposal and is fully informed respecting the preparation and contents of the attached Proposal/Proposal and all pertinent circumstances respecting the Proposal/Proposal; 2.The Proposal/Proposal is genuine and is not a collusive or sham Proposal/Proposal;and 3.Neither the Proposer/Proposer 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 Proposer/Proposer,firm,or person to submit a collusive or sham Proposal/Proposal,or has in any manner,directly or indirectly, sought by agreement or collusion or communication or conference with any other Proposer/Proposer,firm,or person to fix the price or prices in the attached Proposal/Proposal or of any other Proposer/Proposer,or to fix any overhead,profit,or cost element of the Proposal/Proposal price or the Proposal/Proposal price of any other Proposer/Proposer,or to secure through any collusion,conspiracy,connivance or unlawful agreement any advantage against the City or any person interested in the proposed Contract. Proposer Initials Scrutinized Company Certification I.Proposer certifies that it and its subcontractors are not on the Scrutinized Companies that Boycott Israel List.Pursuant to Section 287.1 35,F.S.,the City may immediately terminate the Agreement that may result from this RFP at its sole option if the Proposer or its subcontractors are found to have submitted a false certification;or if the Proposer,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 RFP is for more than one million dollars,the Proposer 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 RFP at its sole option if the Proposer,its affiliates,or its subcontractors are found to have submitted a false certification;or if the Proposer,its affiliates, or its subcontractors are placed on the Scrutinized Companies with Activities in Sudan List,or 33 of 75 430 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 Proposer agrees to observe the above requirements for applicable subcontracts entered into for the performance of work under the Agreement that may result from this RFP.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. JiProposer Initials Drug-Free Workplace Affidavit Proposer hereby recognizes that,pursuant to F.S.§287.087,preference shall be given to businesses with drug-free workplace programs when two proposals/Proposal are equal with respect to price,quality,and service.Proposer understands that in order to qualify as a drug-free workplace,Proposer 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. b)Inform employees about the dangers of drug abuse in the workplace,the Proposer’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 RFP 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 RFP,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 1 have marked below,is true in relations to the entity submitting this sworn statement. (INDICATE WHICH STATEMENT APPLIES.) EX The entity submitting this sworn statement is a drug-free workplace and is in full 34 of 75 431 compliance with the requirements set forth under F.S.§287.087. The entity submitting this sworn statement is not a drug-free workplace. 00 Proposer Initials City Non-Discrimination Requirements Affidavit Proposer 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. Proposer 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. Proposer 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.-AProposer Initials Acknowledgment,Warranty,and Acceptance 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 RFP No.CSM2024-05 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 Proposal is true and accurate. Proposer Initials [REMAINDER OF PAGE LEFT INTENTIONALLY BLANK. SIGNATURE PAGE FOLLOWS.] 35 of 75 432 Witness #2 Print Name:Lisa Cramer Signedjjsealed and delivered by:AW—Prirft/Na m er Brian D.Ballard Tiffe:President State of Florida County of LEON ACKNOWLEDGMENT The foregoing instrument was acknowledged before me by means of physical presence or _ online notarization,this 16th day of October .2024 .by Brian D.Ballard (name of person)as President (type of authority)for Ballard Partners,Inc.(name of party on behalf of whom instrument is executed). Itsasassnaeaaaeaasseaass** CYNTHIA H.DAVIS/*:’A MY COMMISSION #HH 148455 EXPIRES:July 9,2025I'''••%&?••*Bonded Thru Notary Public Underwriters V Personally known to me;or Produced identification (Type of Identification: )V Did take an oath;or Did not take an oath 36 of 75 433 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 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, Proposal 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 Proposal or Proposal for the City of South Miami. ACKNOWLEDGMENT State of Florida County of LE0N The foregoing instrument was acknowledged before me by means of 0 physical presence or online notarization, this16th day of October ,20 24 ,by Brian D.Ballard (name of person) as President (type of authority)for Ballard Partners,Inc.(name of party on behalf of whom instrument is executed). Personally known to me;or Produced identification (Type of Identification:) V Did take an oath;or Did not take an oath CYNTHIA H.DAVIS O MY COMMISSION #HH 148455 EXPIRES:July 9,2025 Bonded Thru Notary Public Underwriters No Co Public (Print,Stamp,or Type as ssioned) 37 of 75 434 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 19160-1921 1).Copies of the regulations are available from local offices of the U.S.Small Business Administration. (I )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. Business Name Ballard Partners,Inc. Date 10/14/2024 Signature of Authorized Representative Brian D.Ballard,President Name and Title of Authorized Representative 38 of 75 435 FORM 6 PROPOSER’S QUALIFICATIONS SURVEY COMPANY QUALIFICATIONS QUESTIONNAIRE Please complete this Company Qualifications Questionnaire.By completing this form and submitting a response to the RFP,you certify that any and all information contained in the Proposal is true,that your response to the RFP is made without prior understanding,agreement,or connections with any corporation,firm or person submitting a response to the RFP 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 RFP,and certify that you are authorized to sign for the Proposer'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”. Ballard Partners,Inc. Firm Name 201 East Park Avenue,5th Floor,Tallahassee,FL 32301 Principal Business Address 850-577-0444 850-577-0022 Telephone Number Facsimile Number ballard@ballardpartners.com Email Address 59-3499504 Federal l.D.No.or Social Security Number N/A 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?26 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: P98000025501 3/18/1998 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 Category License No.Date Licensed 39 of 75 436 Please indicate the type of entity form of the Firm (if other,please describe): Individual Partnership X Corporation LLC LLP Other Please identify the Firm’s primary business:Government Consulting Please identify the number of continuous years your Firm has performed its primary business:26 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 N/A 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 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) Brian D.Ballard President All 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,2 mechanics,etc.): INSURANCE INFORMATION Total No.of Employees 58 Total No.of Managerial/Administrative Employees 58 Total No.of Trades Employees by Trade N/A Please provide the following information about the Firm’s insurance company: Legacy Insurance Solutions,LLC Tina O'Donnell Insurance Carrier Name Insurance Carrier Contact Person 40 of 75 437 1414 Piedmont Drive East,Suite 200,Tallahassee,FL 32308 850-701-1419 todonnell@legacyinsllc.com Insurance Carrier Address Telephone No.Email Has the Firm filed any insurance claims in the last five (5)years?X 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: Owner/Partner Name Title Ownership (%) Brian D.Ballard President 100% Please identify whether any of the owners/partners identified above are owners/partners in another entity: (X)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: By signing below,Proposer certifies that the information contained herein is complete and accurate to the best of Proposer’s knowledge. Public Entity Name Contact Person Telephone No.Email Address Date Awarded City of Miami Art Noriega 305-250-5400 anoriega@miamigov.ee m 8/2022 Miami Dade Tomas Alcala 305-375-5071 tomas.alcala@miamida de.gov 1/2023 City of Penscola D.C.Reeves 850-435-1625 dcreeves@cityofpensa<ola.com 9/2022 Broward County Monica Cepero 954-357-7354 cepero@browardcounty .org 8/2022 Hillsborough County Donna Cepeda 813-272-5725 cepeda@hcfl.gov 1/2023 Firm:Ballard Partners,Inc. Authorized Signature: Print or Type Name:Brian D.Ballard Date:October 16,2024 Title:President 41 of 75 438 FORM 7 PRICE PROPOSAL If awarded a contract pursuant to Request for Proposal RFP No.CSM2024-11,the undersigned proposer agrees to provide the Services,as set forth in greater detail in the RFP documents, specifically Section 3.“Scope of Services,”at the rates listed below,which are inclusive of all costs necessary to provide the Services. YEAR ANNUAL AMOUNT YEAR 1 $90,000 YEAR 2 $90,000 YEAR 3 $90,000 OPTION YEAR 4 §90,000 OPTION YEAR 5 $90,000 TOTAL $450,000 Firm;Ballard Partners,Inc. Authorized Signature: Print or Type Name:Brian D.Ballard Date:October 16,2024 Title:President 42 of 75 FORM 8 REFERENCE LIST IN ADDITION TO THE INFORMATION REQUIRED ON THIS FORM, PROPOSER 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 43 of 75 Liberty Mission Critical Services Johan Pedraza / President 305-934-0809 N/A X Johan@lmcs.pro Change in local legisaltion at Miami Dade County Help entere into an agreement with the Florida Divison of Emergency Management for hurricane critical life rapid response 439 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 44 of 75 N/A X Swerdlow Group Michael Swerdlow / CEO & President 305-753-9521 michael@swerdlow.com For the FY23-24 Won a Miami Dade County Afforadable Housing RFP for a project with 8,000 units over 70 acres of land Helped secure over $2,500,000 for Block 55 Affordable housing project in Miami Dade County 440 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 45 of 75 N/A X HistoryMiami Museum Natalia Crujeiras - Executive Director 305-335-7758 Ncrujeiras@historymiami.org FY 24-25 Funding secured by Ballard Partners from Miami Dade County for upgrades and increased overhead cost Currently working on Miami Dade County RFP that will have an impact on the Museums campus. 441 October 15th, 2024 To whom it may concern, I am pleased to write this letter of recommendation for Ballard Partners, a firm that has consistently demonstrated excellence in government affairs and strategic communications since its founding in 1998. As a client, we have experienced firsthand their commitment to providing top-notch representation and advocacy across various levels of government. Ballard Partners' commitment to professionalism and client service has been evident throughout our engagement. They approach their work with integrity, and consistently prioritize their clients' needs. The firm’s comprehensive understanding of local, state and national landscapes has proven invaluable in navigating the complexities of legislative and regulatory processes. Their experience, dedication, and comprehensive approach to government affairs make them a partner we wholeheartedly endorse. I recommend Ballard Partners to organizations seeking reliable guidance in government affairs. Their experience and dedication have been a positive asset to us, and I believe they can provide similar value to others. Should you have any questions or require further information, please feel free to contact me. Sincerely, Natalia Crujeiras CEO and Executive Director 442 FM HistoryMiami Museum www.historymiami.org 101 West Flagler Street,Miami,FL 331 30 443NickSwerdlowVicePresidentSWERDLOWGROUPSwerdlowGroup2901FloridaAve,Suite806CoconutGrove,FL33133October15,2024Towhomitmayconcern,IampleasedtowritethisletterofrecommendationforBallardPartners,afirmthathasconsistentlydemonstratedexcellenceingovernmentaffairsandstrategiccommunicationssinceitsfoundingin1998.AsaclientofBallardPartners,wehaveexperiencedfirsthandtheircommitmenttoprovidingtop-notchrepresentationandadvocacyacrossvariouslevelsofgovernment.BallardPartnershasestablisheditselfasaformidableforceinFloridapoliticsandgovernment,boastingarobustteamof58full-timegovernmentconsultants.Theirexpertisespansthecomplexitiesoflegislativeandregulatoryprocesses,ensuringthatclientslikeusreceiveunparalleledguidancetailoredtoouruniqueneeds.Thefirm’scomprehensiveunderstandingoflocal,stateandnationallandscapeshasproveninvaluableinnavigatingcomplexissues.OneofthestandoutqualitiesofBallardPartnersistheirunwaveringdedicationtoclientsatisfaction.Theirteamoperateswithintegrityandprofessionalism,alwaysprioritizingtheneedsoftheirclientsandstrivingforthehighestdegreeofqualityrepresentation.Inourexperience,BallardPartnershasnotonlymetbutexceededourexpectations,providinguswiththetoolsandresourcesnecessarytoeffectivelyadvocateforourinterests.Theirexperience,dedication,andcomprehensiveapproachtogovernmentaffairsmakethemapartnerwewholeheartedlyendorse.IhighlyrecommendBallardPartnersforanyorganizationseekingexpertguidanceingovernmentaffairsandstrategiccommunications.Theirproventrackrecordofsuccessandcommitmenttotheirclientswillundoubtedlybenefitanyentitytheyrepresent.Shouldyouhaveanyquestionsorrequirefurtherinformation,pleasefeelfreetocontactme.NickSwerdlow2901FloridaAvenue,Suite806•CoconutGrove,Florida33133Tel3os-476«oiooFax305-476-1925 444LibertyuBMission'^■^^CRITICALSERVICESJohanPedrazaC.E.OLibertyMissionCriticalServices7150NW5thPlaceMiami,Florida,33150October15,2024Towhomitmayconcern,IampleasedtowritethisletterofrecommendationforBallardPartners,afirmthathasconsistentlydemonstratedexcellenceingovernmentaffairsandstrategiccommunicationssinceitsfoundingin1998.AsaclientofBallardPartners,wehaveexperiencedfirsthandtheircommitmenttoprovidingtop-notchrepresentationandadvocacyacrossvariouslevelsofgovernment.BallardPartnershasestablisheditselfasaformidableforceinFloridapoliticsandgovernment,boastingarobustteamof58full-timegovernmentconsultants.Theirexpertisespansthecomplexitiesoflegislativeandregulatoryprocesses,ensuringthatclientslikeusreceiveunparalleledguidancetailoredtoouruniqueneeds.Thefirm'scomprehensiveunderstandingoflocal,state,andnationallandscapeshasproveninvaluableinnavigatingcomplexissues.OneofBallardPartners1standoutqualitiesisitsunwaveringdedicationtoclientsatisfaction.Itsteamoperateswithintegrityandprofessionalism,alwaysprioritizingitsclients'needsandstrivingforthehighestdegreeofqualityrepresentation.Inourexperience,BallardPartnershasnotonlymetbutexceededourexpectations,providinguswiththetoolsandresourcesnecessarytoadvocateforourinterestseffectively.Theirexperience,dedication,andcomprehensiveapproachtogovernmentaffairsmakethemapartnerwewholeheartedlyendorse.IhighlyrecommendBallardPartnersforanyorganizationseekingexpertguidanceingovernmentaffairsandstrategiccommunications.Theirproventrackrecordofsuccessandcommitmenttotheirclientswillundoubtedlybenefitanyentitytheyrepresent.Shouldyouhaveanyquestionsorrequirefurtherinformation,pleasefeelfreetocontactme.Sincerely,7160NW5thPlaceMiami,Florida33150*(305)517-5774*accounting@libertymissioncritical.com 445 FORM 9 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:aX No Yes Name Title Years of Experience Years with Firm Licenses/Certifications Brian D.Ballard President 40+26 Lawyer Jose Felix Diaz Executive Vice President 19 6 Lawyer Mike Abrams Partner 40+10+N/A Nikolas Pascual Partner 10 1.5 N/A 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: Beyond the primary contacts,all of the Firm's principals will be utilized when necessary. Our team members have substantial backgrounds in legislative and administrative issues across all levels of government.Many of our team members come from the senior ranks of both the legislative and executive branches of the State of Florida. 46 of 75 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 PROPOSED SUBCONTRACTORS The undersigned Proposer hereby designates, as follows, all major subcontractors whom they propose to utilize for the major areas of work for the services. The bidder 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 bidder's proposal. (If no subcontractors are proposed, state "None" on first line below.) Subcontractor Name & Address Scope of Work License N um her None Date: October 16, 2024 Title: __ President___ _ 47 of75 No longer Required per Addendum 3 446 Firm: Authorized Signature: Print or Type Name: ADDENDUM No. 1 Project Name: STATE OF FLORIDA LOBBYING SERVICES RFP NO. CSM2024-11 Date: September 30, 2024 Sent: Fax/E-mail/webpage This addendum submission is issued to clarify, supplement and/or modify the previously issued Solicitation, and is hereby made part of the Documents. All requirements of the Documents not modified herein shall remain in full force and effect as originally set forth. It shall be the sole responsibility of the bidder to secure Addendums that may be issued for a specific solicitation. Section 1.7.2 “Proof of Experience” and Section 1.7.4 “Proposer Qualifications” are revised to include the following: •Proposer shall provide its top five (5) private clients, by firm revenue received. Proposer is not required to provide revenue amounts. ______________________________________________ ______________________________________________ ______________________________________________ ______________________________________________ ______________________________________________ •Proposer shall provide its top five (5) government clients, by firm revenue received. Proposer is not required to provide revenue amounts. ______________________________________________ ______________________________________________ ______________________________________________ ______________________________________________ ______________________________________________ 1 of 2 FPL Southern Wine and Spirits Swire Properties Blackstone Amazon Miami Dade County City of Miami City of Pensacola Broward County Hillsborough County 447 South 'Miami THE CITY OF PLEASANT LIVING •Identify all municipal clients, current and previous county and municipalities, in the past three (3) years. Provide the amounts of appropriations secured for each year. ______________________________________________ $_________________ ______________________________________________ $_________________ ______________________________________________ $_________________ ______________________________________________ $_________________ ______________________________________________ $_________________ ______________________________________________ $_________________ ______________________________________________ $_________________ ______________________________________________ $_________________ ______________________________________________ $_________________ ______________________________________________ $_________________ IT SHALL BE THE SOLE RESPONSIBILITY OF THE BIDDER TO SECURE ADDENDUMS THAT MAY BE ISSUED FOR A SPECIFIC SOLICITATION. 2 of 2 See attachment A 448 EXPERIENCE. DEDICATION. RESULTS. 15 | Page Attachment A. Ballard Partners’ Client Appropriations All Projects 2024-25 Fiscal Year Requestor Project / Line Item Funding Amount Seminole State College Altamonte Springs Campus - Building B (LCS Priority #17) $2,500,000 Pensacola State College Training Center $13,944,915 Pensacola State College WSRE Antenna Removal in Escambia County $250,000 FAMU Chemical and Biological Research Laboratory Center $5,020,350 FAMU Historically Black College and University Security Grants $5,000,000 FAMU FAMU-FSU College of Engineering $5,000,000 DMF Employment Bridging the Gap $600,000 Boca Raton Habilitation Center Mental Health and STEAM Program for Individuals with Unique Abilities $175,000 Boca Raton Habilitation Center Mental Health and STEAM Program for Individuals with Unique Abilities $75,000 Simon Wiesenthal Florida Mobile Museum of Tolerance $1,000,000 Teach Florida Security Funding in Jewish Day Schools $17,000,000 Miami Lighthouse Miami Lighthouse Academy $197,979 Indelible Guardians of Education: Precious Jewels Academy Learning Center $100,000 YMCA of SW Florida YMCA of Southwest Florida Early Learning Academy - Arcadia $300,000 Teach Florida Security Funding in Jewish Day Schools - Hardening $3,000,000 Miami Dade College Tomorrow's Teacher's Today - Expanding the Teacher Pipeline $500,000 Miami Dade College Victims of Communism Exhibit and Education $2,500,000 449 BALLARD PARTNERS EXPERIENCE. DEDICATION. RESULTS. 16 | Page FAMU Crestview Education Center $1,500,000 Max Planck Florida Atlantic University—Max Planck Florida Scientific Fellows Program $2,000,000 UF UF Scripps / UF Health - Biomedical Innovation & Technology $7,500,000 Nomi Health PROVISO Medicaid Enrollee Data Procurement (AHCA) $3,100,000 Citrus Health Network Graduate Medical Education - Psychiatry $1,344,447 Lee Health Medicaid GME FTEs Proviso $23,800,000 MorseLife 100 PACE Slots in Palm Beach County - FY 2024-25 $1,273,801 Hope Healthcare 100 PACE Slots in Charlotte County $3,907,530 Hope Healthcare 100 PACE Slots in Citrus County $4,628,198 Strategic Digital Services AHCA Health Care Data Transparency-Florida Health Finder $750,000 KPMG (Monitoring) APD Adult Pathways Waiver Actuarial Analysis $300,000 Miami Learning Experience MLE School Job Readiness Program $395,318 Camillus House Phoenix Human Trafficking Recovery Program $350,000 Voices for Children Foster Home Diversion and Mental Health Programs for Better Foster Child & Youth Outcomes $200,000 Strategic Digital Services PROVISO Foster Parent and Guardian Ad Litem Volunteer Digital Recruiting Campaign (DCF) $250,000 Feeding Florida Feeding Florida Produce Incentives to support rural retailers $1,000,000 Citrus Health Network Crisis Stabilization Unit / Assessment & Emergency Services $2,000,000 City of Hallandale Beach Austin Hepburn Senior Mini-Center $111,006 Epilepsy Alliance Florida Epilepsy Alliance Florida $976,364 Nova Southeastern University Veterans Access Clinic at Nova Southeastern $5,000,000 450 BALLARD PARTNERS EXPERIENCE. DEDICATION. RESULTS. 17 | Page Nova Southeastern University Nova Southeastern University - Unmet Dental Needs $1,300,000 UF Health Mobile Stroke Treatment Unit Network $10,000,000 UF Health Shands Shands Hospital Maternal & Fetal Care $700,000 UF Health Central Florida Senior Care Patient Home Monitoring Post Hospitalization $500,000 UF Health Central Florida Central Florida Breast Cancer Care Center $595,000 Miami Lighthouse Florida Heiken Children's Vision Program $1,250,000 ACOG The Promise Fund Patient Navigator Program for breast and cervical cancer screenings $225,000 Lee Health Graduate Medical Education Center $5,000,000 Mt. Sinai Memorial Hospital Westchester Free-Standing Emergency Department $1,500,000 Lions World Vision Institute Pediatric Vision Health - Lions World Vision Institute Foundation $375,000 SpidrTech / Versaterm Crime Victim Notification Modernization Expansion (VINE) $2,000,000 REAP Re-Entry Alliance Pensacola Portal - Escambia County $500,000 REAP Re-Entry Alliance Pensacola Portal - Santa Rosa, Okaloosa, Walton & Bay County $150,000 Florida Network CINS / FINS Line Item Increase Recurring GR $6,269,807 Florida Network Florida Network Stop Now and Plan Program Expansion in DCF (Proviso) $500,000 Martin County Martin County Sheriff's Office Mental Health Housing Pod $500,000 L3Harris (Monitoring) Hendry County SLERS Radio Coverage Enhancements $750,000 Broward County Nancy J Cotterman Center $501,500 Selah Freedom Anti-Sex Trafficking Awareness, Prevention and Victim Restoration Program $750,000 Feeding Florida Feeding Florida Healthy Food Initiative $6,500,000 451 BALLARD PARTNERS EXPERIENCE. DEDICATION. RESULTS. 18 | Page City of Delray Beach Delray Beach N Swinton Roadway & Underground Utility Improvements - Phase 2 $750,000 Hillsborough County Hillsborough County East Energy Resiliency Project $500,000 Martin County Martin County Bessey Creek Retrofit $500,000 Martin County Martin County Gomez Community Pettway Potable Water Service $940,000 City of Boynton Beach Lake Shore Bridge Canal Project $591,066 City of DeBary Stormwater Infrastructure Collapse Repair for Gemini and Blue Springs BMAP $500,000 City of Largo Largo Stormwater Quality Improvement Project $150,000 City of Cape Coral Northeast Reservoir Water Transmission Main & Regional Water Supply Project $4,000,000 City of Miami Roberto Clemente Park Drainage and Baseball Field Improvements $12,000,000 National Deer Association (SDS) SE Deer Partnership Field to Fork Program & Education $200,000 Babcock Florida Wildlife Interactive Education Center $6,000,000 City of Boynton Beach Sky Lake Neighborhood Road Resurfacing $1,018,400 City of Delray Beach SW 8th Ave. Roadway Restoration $500,000 City of Hallandale NW 3rd Street Expansion and Water Plant Access Project $920,300 City of Miami City of Miami NW/NE 71st Steet Roadway Improvements $750,000 City of Palm Beach Gardens City of Palm Beach Gardens RCA Boulevard Roadway Improvements $400,000 Hillsborough County Lithia Pinecrest Transportation Project $2,000,000 Hillsborough County CR 579 Little Manatee River - South Fork Bridge $1,500,000 Hillsborough County Pebble Beach Blvd over Aging Creek Bridge $750,000 Martin County CR 710 Realignment - Martin County $3,550,000 JAXPORT JAXPORT Crane Modernization Program $26,000,000 452 BALLARD PARTNERS EXPERIENCE. DEDICATION. RESULTS. 19 | Page City of Pensacola Pensacola International Airport Passenger Terminal Building $5,000,000 Keystone Properties Wigmore Street Vehicle Overpass $3,000,000 Friends of the Underline Underline Multi-Use Mobility Corridor $950,000 YMCA of the Palm Beaches YMCA of the Palm Beaches Community Center $500,000 City of Pensacola/ Live Local Pensacola Live Local Pensacola - Legacy Baptist Campus $7,000,000 Cox Science Center and Aquarium Cox Science Center and Aquarium Expansion $5,000,000 Pulte Family Foundation IDDeal Place Affordable Residential Community – Lake Worth, FL $1,000,000 Pulte Family Foundation Nuestra Senora - Affordable, Rental Housing Community - Collier County, FL $1,000,000 Tampa General Hospital Tampa General Hospital Workforce Housing Multi- Family Development $10,000,000 City of Delray Beach Delray Beach Emergency Response Mobile Traffic Barrier & First Responder Protection $306,000 Broward County Sheriff’s Office Secondary Set of Firefighter Turnout Gear (Cancer Prevention Initiative) $228,092 Village of North Palm Beach North Palm Beach Public Safety Resiliency $255,000 City of Boynton Beach 911 Communications Center Generator Replacement $600,000 WeatherSTEM WeatherSTEM - Severe Weather Mesonet $738,000 Life Science Logistics DEM Warehouse Space and Stockpile Management $5,000,000 City of Cape Coral Cape Coral Emergency Operations Center $9,000,000 L3Harris (Monitoring) Bradford County SLERS Radio Equipment Replacement and Upgrade $1,250,000 L3Harris (Monitoring) Suwannee County Critical 911 Communications Equipment $550,000 L3Harris (Monitoring) Taylor County 911 Communications Replacement $525,000 453 BALLARD PARTNERS EXPERIENCE. DEDICATION. RESULTS. 20 | Page TOTAL $410,838,073 L3Harris (Monitoring) SLERS Tower Maintenance $6,000,000 L3Harris (Monitoring) SLERS Tower Relocation/Reconstruction $2,000,000 L3Harris (Monitoring) SLERS Tower Mitigation/Replacement $5,000,000 Florida Police Benevolent Assoc 3% across the board base salary increases FAMU Operational Enhancements - Boldly Striking for Academic Excellence $2,000,000 Pensacola State College Operational support $5,000,000 WIN Learning Ready to Work Program $2,000,000 Life Science Logistics DEM Warehouse Space and Stockpile Management $116,000,000 454 BALLARD PARTNERS 455Kulick,StevenP.From:Sent:To:Cc:Subject:MatthewBlair-CorcoranPartners<matt@corcoranpartners.com>Wednesday,October23,20243:31PMKulick,StevenP.MichaelCorcoran-CorcoranPartnersRFP#CSM2024-11-StateofFloridaLobbyistServicesFollowUpFlag:FollowupFlagStatus:FlaggedYoudon'toftengetemailfrommatt@corcoranpartners.com.LearnwhythisisimportantEMAILRECEIVEDFROMEXTERNALSOURCEMr.Kulick,OnbehalfoftheCorcoranPartnersteam,thankyoufortheopportunitytoproposeinresponsetoCityofSouthMiamiRFP#CSM2024-ll-StateofFloridaLobbyistServices.PleaseallowthisemailtoserveasnoticeofwithdrawalofCorcoranPartners'responsetotheabovementionedRFP.AsaresultwewillnotutilizethetimesetasidetointerviewwiththeCitytomorrow.Pleaseletmeknowifyouhaveanyquestions.Thankyou,MatthewBlair19401ShumardOakDriveLand0'Lakes,Florida346380.813.527.0172|C.813.220.2549E.matt@corcoranpartners.comW.corcoranpartners.comThiselectronicmessageisintendedonlyfortheindividualorentitytowhichitisaddressedandmaycontaininformationthatisconfidentialandprotectedbylaw.Ifyouarenottheintendedrecipientofthise-mail,youareherebynotifiedthatthedisclosure,distributionoruseofitscontentsorattachmentsinanywayisstrictlyprohibitedandmaybeunlawful.Ifyouhavereceivedthiscommunicationinerror,pleasenotifythesenderimmediatelybye-mailortelephone,returnthemessagebye-mailanddestroytheoriginalfromyourcomputer.1 4A .............................................................................................MIAMI HERALD FRIDAY NOVEMBER 29 2024 places at the same time. Delcy said Wednesday that the two months and 14 days that Gauthier and the others spent under arrest shows that “Haiti is a coun- try with a lot of injustice, where the people who know the law,studied the law, decided to deliberately violate the law and the rights of four people in this country.” From the outset,the police and the judiciary could have simply verified that the day Colo was killed Gauthier “was in Antony Blinken’s motorcade,with a lot of other policemen,” Delcy said. He accused several offi- cials,including the police director,the police inspec- tor general,the government prosecutor and former justice minister,of being complicit in having Gauth- ier arrested.Gauthier was arrested after the U.S.Em- bassy was alerted about the blatant killing not far from its premises.Embassy offi- cials responded by telling the Haitian police force to do its job. Instead,Delcy said au- thorities arrested his client in an attempt to frame him for what investigators say was a police operation. They “held the commis- sioner in prison on the pretext that the U.S.Em- bassy and the Department of State gave orders to hold the commissioner in pri- son,”Delcy said,echoing comments that were repeat- edly heard from Haitian officials when commenting about the case. Salomon,the investiga- tive judge,gave his recom- mendation to free Gauthier and the others a week ago. But Croix-des-Bouquets prosecutor Carl Giovanni Aubourg,who had the men jailed,dragged the process out,forcing a visit from a human-rights defender followed by several phone calls. “Today he is free and ... is waiting to go back to work to continue to protect and serve the population just how he has been doing for more than 25 years,” Delcy said of Gauthier,who is among several cops who had their homes taken over by armed gangs. This is not the first high- profile case involving al- leged extrajudicial police killings.Last week,the French medical charity Médecins Sans Frontières, also known as Doctors Without Borders,suspend- ed operations in the capital, citing police threats and attacks after an alleged execution of two of its pa- tients by police and a vigi- lante group.Neither the police nor the government has made any public state- ments about the allega- tions. The investigation into Colo’s killing has raised serious concerns about how the police force,under new command as it tries to fight a new wave of gang vio- lence,investigates and treats its own officers and carries out investigations.It has also raised questions about corruption in the judiciary and a possible police cover-up,with sup- porters of Gauthier insisting he was the target of person- al vendettas. “Justice has triumphed over arbitrariness.The arrest was badly done and there was abuse,”said Pierre Esperance,executive director of the National Human Rights Defense Network in Port-au-Prince. “These types of things cannot continue.If the first response is to arrest and humiliate police officers, especially those involved in the fight against gangs ...,it will discourage police offi- cers.” The case attracted the attention of Tabarre resi- dents,who protested Gauthier’s arrest,and hu- man-rights groups con- cerned about abuse within the Haiti National Police. Marie Yolene Gilles,an activist who follows police issues closely,paid a visit to the Canape-Vert prison, where she met with Gauth- ier and other jailed police officers.Esperance,mean- while,assigned one of his staff to stay on top of Gauthier’s case,including tracking down the prose- cutor on Tuesday and Wednesday to sign court documents after the release was ordered. If not for this assistance, Esperance said,“Gauthier and the others would still be in prison.” Gauthier’s release does not end the case.However, when an investigative judge orders a prisoner released, it often signals that the judge will eventually decide not to bring charges be- cause the evidence gath- ered during the judge’s inquiry did not meet the burden of proof. Several sources told the Herald that Colo,who was known as Bouki,was the subject of a year-long police investigation due to his involvement in drug traf- ficking and his ties to Vitel- ’homme Innocent,the powerful gang leader who is the subject of a $2 million FBI bounty. Police investigators made no mention of the alleged connection in their 16-page investigative report,which was obtained by the Herald. They say four armed,hood- ed individuals,dressed in black,shot Colo in the head and injured a woman near- by after jumping out of a green Isuzu pick-up truck bearing the inscription “POLICE”in yellow. The operation,they said, was an extrajudicial police killing,and claimed the truck belonged to Gauthier. Jacqueline Charles: 305-376-2616, @jacquiecharles FROM PAGE 1A HAITI JOSE A.IGLESIAS jiglesias@miamiherald.com,file Livenston Gauthier,left,speaks to Roger Lamartinière,the then-head of the Croix-des-Bouquets police station. Gauthier was jailed for more than two months.‘Today he is free and ...is waiting to go back to work to continue to protect and serve the population just how he has been doing for more than 25 years,’his lawyer said. ‘‘JUSTICE HAS TRIUMPHED OVER ARBITRARINESS.THE ARREST WAS BADLY DONE AND THERE WAS ABUSE. P ierre Esperance,executive director of the National Human Rights Defense Network in Port-au-Prince contempt and go to jail?I asked you a f---ing ques- tion,a--hole,”Culver said.The commission found that Culver also failed to allow Newton his right to be heard. The commission found that in each case Culver violated aspects of Flor- ida’s judicial canon in- cluding:He did not es- tablish,maintain and en- force the highest standards of conduct;he did not promote judicial confi- dence in the integrity and impartiality of the judi- ciary;and he was not faith- ful to the law,patient, dignified and courteous.” The Supreme Court agreed he violated the canons and that Culver’s conduct toward Newton was so unacceptable and damaging to public opin- ion that he could have been a candidate for re- moval from the bench. However,the commission said it had received “over- whelming”mitigating evidence. Several figures from the 18th Circuit Court testified to Culver’s character.They included State Attorney Phil Archer,Chief Judge Charles Crawford,ex-Chief Judge Jessica Recksiedler and Seminole County chief assistant public defender James Dowdy. Culver told the commis- sion his behavior arose from the stress of being his ailing father’s primary caregiver.He has been seeing a psychologist since April 2022 and has taken an anger-management course. He has apologized to other judges on the 18th Circuit for his conduct and any potential embar- rassment to the judiciary and told the commission even he was shocked by his profanity.He ac- knowledged that mem- bers of the public were rightly appalled,accord- ing to records from both the commission and the Supreme Court. FROM PAGE 3A JUDGE 2015 alleging it was trying to coerce Florida into expanding Medicaid. The Tampa-based at- torney is now Trump’s pick to serve as U.S.at- torney general after his first choice,Matt Gaetz, removed himself from contention. The repeal of the Affor- dable Care Act or the end of subsidies would likely hit many Floridians hard, Darius said. The insurance plans protect the state’s resi- dents from medical debt and the program’s infra- structure,with federal money paying for naviga- tors who help residents find the best plan,tries to steer people away from enrolling in overly expen- sive plans that won’t cover their needs. “The argument we’ve been hearing is how ex- pensive everything is,”he said.“The last thing we want to do is pour gasoline on that particular fire.” An increase in the state’s uninsured level would further strain the resources of hospitals in Florida’s rural areas and put their viability at risk, Darius said.Those hospi- tals already operate on virtually no profit,in part, because Florida remains one of 10 states not to expand access to Med- icaid to more low-income residents. Three rural hospitals — Shands Regional Medical Center Live Oak,Shands Regional Medical Center Starke and Shands Lake Shore Regional Medical Center in Lake City — have closed since 2020. FROM PAGE 3A HEALTH 456 CITY OF SOUTH MIAMI FLORIDA NOTICE OF PUBLIC HEARINGS FOR AMENDMENTS TO THE CITY COMPREHENSIVE PLAN, FUTURE LAND USE MAP,OFFICIAL ZONING MAP, AND LAND DEVELOPMENT CODE Notice is hereby given that the City Commission will hold a public hearing on Tuesday,December 10,2024,at 7:00 p.m.at South Miami City Hall Commission Chambers,6130 Sunset Drive, South Miami,FL 33143,to consider the following public hearing item(s): AN ORDINANCE OF THE MAYOR AND CITY COMMISSION OF THE CITY OF SOUTH MIAMI,FLORIDA,AMENDING ARTICLE VIII “TRANSIT-SUPPORTIVE DEVELOPMENT DISTRICT"TO MODIFY APPLICABLE DEVELOPMENT REGULATIONS;PROVIDING FOR CORRECTIONS;SEVERABILITY;CONFLICTS;IMPLEMENTATION; AND AN EFFECTIVE DATE.(SECOND READING) AN ORDINANCE OF THE MAYOR AND CITY COMMISSION OF THE CITY OF SOUTH MIAMI,FLORIDA,AMENDING POLICY 1.1.1 OF THE FUTURE LAND USE ELEMENT OF THE CITY OF SOUTH MIAMI COMPREHENSIVE PLAN TO ESTABLISH A MAXIMUM DENSITY OF 200 DWELLING UNITS PER ACRE IN THE “TRANSIT-SUPPORTIVE DEVELOPMENT" DESIGNATION AND MODIFY ITS DESCRIPTION;PROVING FOR TRANSMITTAL;CORRECTIONS;SEVERABILITY;CONFLICTS; IMPLEMENTATION;AND AN EFFECTIVE DATE. AN ORDINANCE OF THE MAYOR AND CITY COMMISSION OF THE CITY OF SOUTH MIAMI,FLORIDA,AMENDING THE FUTURE LAND USE MAP OF THE FUTURE LAND USE ELEMENT OF THE CITY OF SOUTH MIAMI COMPREHENSIVE PLAN TO CHANGE THE FUTURE LAND USE DESIGNATION OF PARCELS CURRENTLY DESIGNATED “MIXED-USE COMMERCIAL-RESIDENTIAL”,“RESIDENTIAL/ LIMITED COMMERCIAL”,“BUSINESS OFFICE”,“PARKS AND OPEN SPACE”,“MULTI-FAMILY RESIDENTIAL”,“TOWNHOUSE RESIDENTIAL”,“SINGLE FAMILY RESIDENTIAL”,“HOSPITAL”, AND “PUBLIC INSTITUTIONAL”TO “TRANSIT-SUPPORTIVE DEVELOPMENT”DESIGNATION;PROVIDING FOR TRANSMITTAL; CORRECTIONS;SEVERABILITY;CONFLICTS;IMPLEMENTATION; AND AN EFFECTIVE DATE. AN ORDINANCE OF THE MAYOR AND CITY COMMISSION OF THE CITY OF SOUTH MIAMI,FLORIDA,AMENDING THE ZONING MAP OF THE CITY OF SOUTH MIAMI,TO CHANGE THE ZONING OF VARIOUS PROPERTIES FROM:“TRANSIT-SUPPORTIVE DEVELOPMENT DISTRICT MIXED USE-5 (TSDD MU-5)”,“TRANSIT-SUPPORTIVE DEVELOPMENT DISTRICT MIXED USE-6 (TSDD MU-6)”,“TRANSIT- SUPPORTIVE DEVELOPMENT DISTRICT MIXED USE -MARKET (TSDD-MUM)”,“TRANSIT-SUPPORTIVE DEVELOPMENT DISTRICT PUBLIC INSTITUTIONAL (TSDD-PI)”,“SPECIALTY RETAIL (SR)”, “HOMETOWN DISTRICT OVERLAY (HD-OV)”,“HISTORIC OVERLAY (HP-OV)”,"NEIGHBORHOOD RETAIL (NR)”,"LOW DENSITY OFFICE (LO)”,“RESIDENTIAL OFFICE (RO)”,“PUBLIC INSTITUTIONAL (PI)”, “HOSPITAL (H)”,“MEDIUM-DENSITY MULTI-FAMILY RESIDENTIAL (RM-24)”,“LOW-DENSITY MULTI-FAMILY RESIDENTIAL (RM- 18)”,“TOWNHOUSE RESIDENTIAL (RT-6)”,“LOW DENSITY SINGLE FAMILY (RS-3)”,AND “PARKS AND RECREATION (PR)” TO “TRANSIT SUPPORTIVE DEVELOPMENT DISTRICT (TSDD)”; PROVIDING FOR CORRECTIONS;SEVERABILITY;CONFLICTS;AND AN EFFECTIVE DATE. Commission members will participate in Chambers or by video conferencing through the Zoom platform and members of the public may join the meeting via Zoom at (https://zoom. us/j/3056636338),by phone by calling +1-786-635-1003 and entering Meeting ID:3056636338 when prompted, or in person in the Commission Chambers,and where their appearance will be broadcast on the Zoom platform,and where they can participate. All interested parties are invited to attend and will be heard. If you desire to present evidence or you are unable to use Zoom, there are procedures to follow and other options available including a dedicated phone line to listen and participate in the meeting and limited public attendance,all of which is set forth in the meeting notice posted at City Hall and at http://www.southmiamifl.gov/580/Public-Meetinqs-Notices. For further information,please contact the City Clerk’s Office at:305-663-6340. Pursuant to Section 286.0105,Fla.Stat.,the City hereby advises the public that if a person decides to appeal any decision made by the Commission with respect to this matter,such person must ensure that a verbatim record of the proceedings is made,which record includes the testimony and evidence upon which the appeal is to be based.This notice does not constitute consent by the City for the introduction or admission of otherwise inadmissible or irrelevant evidence,nor does it authorize challenges or appeals not otherwise allowed by law. ADA:To request a modification to a policy,practice or procedure or to request an auxiliary aide or service in order to participate in a City program,activity or event,you must on or before 4:00 p.m.3 business days before the meeting (not counting the day of the meeting)deliver your request to the City Clerk by telephone: 305-663-6340,by mail at 6130 Sunset Drive,South Miami, Florida or email at npayne@southmiamifl.gov. Nkenga A.Payne,CMC,FCRM City Clerk CITY OF SOUTH MIAMI,FLORIDA CITY COMMISSION MEETING NOTICE OF PUBLIC HEARING Notice is hereby given that the City Commission will hold a public hearing on Tuesday,December 10,2024, at 7:00 p.m.at South Miami City Hall Commission Chambers,6130 Sunset Drive,South Miami,FL 33143, to consider the following public hearing item(s): A RESOLUTION OF THE MAYOR AND CITY COMMISSION OF THE CITY OF SOUTH MIAMI, FLORIDA,APPROVING AND AUTHORIZING THE CITY MANAGER TO NEGOTIATE A MULTI¬ YEAR AGREEMENT FOR THE PURCHASE OF INTERNET SERVICE FROM NEW HORIZONS COMMUNICATION CORP.FOR CITY HALL INTERNET CIRCUITS IN AN AMOUNT NOT TO EXCEED $71,100,EXCLUDING TAXES AND FEES,FOR SIXTY (60)MONTHS WITH MONTHLY PAYMENTS OF $1,185,EXCLUDING TAXES AND FEES;PROVIDING FOR CORRECTIONS; PROVIDING FOR IMPLEMENTATION AND AN EFFECTIVE DATE. A RESOLUTION OF THE MAYOR AND CITY COMMISSION OF THE CITY OF SOUTH MIAMI,FLORIDA,SELECTING AND AWARDING A MULTI-YEAR PROFESSIONAL SERVICES AGREEMENT TO (I)CAPITAL CITY CONSULTING,L.L.C.AND (II)RUBIN,TURNBULL & ASSOCIATES,INC.FOR STATE LOBBYING SERVICES AND RELATED CONSULTING SERVICES PURSUANT TO REQUEST FOR PROPOSALS (RFP)NO.CSM2014-11;AUTHORIZING THE CITY MANAGER TO NEGOTIATE AND ENTER INTO A MULTI-YEAR PROFESSIONAL SERVICES AGREEMENT WITH EACH OF THE LOBBYING CONSULTANTS IN AN AMOUNT NOT TO EXCEED $50,000 ANNUALLY FOR A THREE-YEAR TERM,WITH ONE TWO-YEAR RENEWAL OPTION;PROVIDING FOR IMPLEMENTATION,CORRECTIONS,AND AN EFFECTIVE DATE. A RESOLUTION OF THE MAYOR AND CITY COMMISSION OF THE CITY OF SOUTH MIAMI, FLORIDA,APPROVING AND AUTHORIZING THE LEASE OF MOBILE DATA TERMINAL DEVICES WITH DOCKING STATIONS FROM PCN STRATEGIES INC.,FOR THE POLICE DEPARTMENT PURSUANT TO OMNIA PARTNERS CONTRACT R200803,IN THE AMOUNT OF $142,684.29 FOR 36 MONTHS WITH ANNUAL PAYMENTS OF $47,561.43;PROVIDING FOR IMPLEMENTATION,CORRECTIONS,AND AN EFFECTIVE DATE. A RESOLUTION OF THE MAYOR AND CITY COMMISSION OF THE CITY OF SOUTH MIAMI, FLORIDA,AUTHORIZING THE CITY MANAGER TO EXECUTE THE CENTRALSQUARE SOLUTIONS MULTIYEAR AGREEMENT FOR AN INITIAL FIVE-YEAR TERM FOR COMMUNITY DEVELOPMENT SOFTWARE AND MAINTENANCE,SUPPORT,MIGRATION,INSTALLATION AND OTHER PROFESSIONAL SERVICES FOR A HOSTED COMMUNITY DEVELOPMENT SOLUTION IN AN AMOUNT NOT TO EXCEED $30,000 IN FY 2025 AND PROVIDE FOR AN ANNUAL SUBSCRIPTION AMOUNT OF $58,410 IN FY 2026,AND AUTHORIZING AN ANNUAL 5%INCREASE FOR SUBSEQUENT FISCAL YEARS;PROVIDING FOR IMPLEMENTATION, CORRECTIONS,AND AN EFFECTIVE DATE. AN ORDINANCE OF THE MAYOR AND CITY COMMISSION OF THE CITY OF SOUTH MIAMI, FLORIDA,AMENDING SECTION 2-26.8,“BUDGET AND FINANCE COMMITTEE”OF THE CITY CODE OF ORDINANCES TO REVISE THE PURPOSES OF THE COMMITTEE TO ADD ADVICE AND RECOMMENDATIONS ON BOND FINANCING AND PROJECTS AND TO REVISE THE TERM OF MEMBERS;PROVIDING FOR CORRECTIONS;SEVERABILITY;CONFLICTS; IMPLEMENTATION;AND AN EFFECTIVE DATE. AN ORDINANCE OF THE MAYOR AND CITY COMMISSION OF THE CITY OF SOUTH MIAMI, FLORIDA,AMENDING ARTICLE II “DEFINITIONS,”ARTICLE III “ZONING REGULATIONS,”AND ARTICLE IV “OTHER REGULATIONS,”OF THE LAND DEVELOPMENT CODE TO ESTABLISH REGULATIONS RELATED TO RESIDENTIAL SINGLE-FAMILY DRIVEWAYS;PROVIDING FOR CORRECTIONS;SEVERABILITY;CONFLICTS;IMPLEMENTATION;AND AN EFFECTIVE DATE. Commission members will participate in Chambers or by video conferencing through the Zoom platform and members of the public may join the meeting via Zoom at (https://zoom.us/iZ3056636338),by phone by calling +1-786-635-1003 and entering Meeting ID:3056636338 when prompted,or in person in the Commission Chambers,and where their appearance will be broadcast on the Zoom platform,and where they can participate. All interested parties are invited to attend and will be heard. For further information,please contact the City Clerk’s Office at:305-663-6340. Pursuant to Section 286.0105,Fla.Stat.,the City hereby advises the public that if a person decides to appeal any decision made by the Commission with respect to this matter,such person must ensure that a verbatim record of the proceedings is made,which record includes the testimony and evidence upon which the appeal is to be based.This notice does not constitute consent by the City for the introduction or admission of otherwise inadmissible or irrelevant evidence,nor does it authorize challenges or appeals not otherwise allowed by law. ADA:To request a modification to a policy,practice or procedure or to request an auxiliary aide or service in order to participate in a City program,activity or event,you must on or before 4:00 p.m. 3 business days before the meeting (not counting the day of the meeting)deliver your request to the City Clerk by telephone:305-663-6340,by mail at 6130 Sunset Drive,South Miami,Florida or email at npayne@southmiamifl.gov. Nkenga A.Payne,CMC,FCRM City Clerk