LTC 249-2012 Related to RFP 53-11/12 for Provision of Various Banks MIAMIBEACH
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OFFICE OF HE CITY MANAGER 20IZ
LTC # 249-2012
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To: Mayor Matti Herrera Bower and Members of the City Commission
From: Kathie G. Brooks, Interim City Manager
Date: October 1, 2012
Subject: Evaluation Committees Related to Request for Proposals (RFP) No. 53-11/12 for the
Provision of Various Banking Services to the City of Miami Beach for a Five-Year Period
with Five One-Year Renewal Options and RFP No. 54-11/12 for the Provision of Credit
Card Merchant Processing Services to the City of Miami Beach, for a Five-Year Period
with Five One-Year Renewal Options
The purpose of this LTC is to update the Mayor and City Commission on Request for Proposals
(RFP) No. 53-11/12 and 54-11/12, which seeks to establish an agreement with reputable firms for
the provision of various banking and credit card merchant processing services respectively.
I am considering appointing the following individuals to serve on the Evaluation Committees for
both RFPs:
• Mario Coryell, Resident and Loan Review Committee Member
• Jacqueline Lalonde, Resident and Budget Advisory Committee Member
• Joe Londono, Resident and Leadership Academy Graduate
• Juan Rodriguez, Treasury Manager, Finance Department
• Allison Williams, Chief Accountant, Finance Department
I am also considering the following individuals as alternates:
• Georgette Daniels, Senior Management and Budget Analyst, OBPI
• Mayra Diaz-Buttacavoli, Resident and Loan Review Committee Member
• John Gardiner, Resident and Budget Advisory Committee Member
• David Lancz, Resident and Budget Advisory Committee Member
• James Sutter, Internal Auditor, OBPI
• Juan Torres, Resident and Loan Review Committee Member
would appreciate your comments and/or suggestions by Friday, October 5, 2012.
Thank you.
C: Raul Aguila, Chief Deputy City Attorney
Ralph Granado, City Clerk
F:\PURC\$ALL\THEO\RFP\RFP53-11-12-Banking Services\RFP 53-11-12-Eval Committee LTC.docx
JOSE FERNANDO ("JOE") LONDONO
1325 Meridian Avenue,Apt. 4 ♦Miami Beach,FL 33139 s 850-890-1246
CAREER PROFILE
Financial executive with record of progressive accomplishment and leadership. Headquarter experience working with money-center
banks,institutional investors,and private clients in areas of partnerships,corporate banking,investing,and realty. Spanish speaker
with live-work experience in Latin America.Diverse qualifications include financial strategy and management,new business
development,and ability to work in stressful situations. Specific qualifications include:
➢ Credit,financial statement,and projection analysis ➢ Corporate and realty market analysis and research
➢ Operational management of new build project ➢ Financial structuring and loan workout
➢ New business development at CFO level ➢ Financial modeling and cash flow management
➢ Investment and underwriting written analysis ➢ Partnership restructuring and debt negotiation
➢ Preparation of policy and committee documents ➢ Financial institution relationship management
EDUCATION & CERTIFICATIONS
•Columbia Business School;Received MBA -Accounting&Finance.
•University of Pennsylvania;Received BA—Economics(Magna Cum Laude).
•Wharton School of Business;Received Fellowship(Zweig)—Foreign Currency Exchange Rates.
•Chartered Financial Analyst(CFA); Chartered Realty Investor Associate(CRI Associate);Real Estate Licensee.
FINANCIAL EXECUTIVE EXPERIENCE
JFL Holdings LLC/Financing Director; (Miami,FL) 1999 to Present
•Modeled cash flows to obtain refinancing on$8 MM acquisition/development and commercial construction loan.
•Prepared client specific marketing materials including creation of in-house investment return spreadsheets.
•Marketed recapitalization product to large companies(e.g.Perry Ellis/Navarro).Designated agent on$18 MM LOI bids.
•Appointed project manager on$3.3 MM project.Trackedibudgeted cash flows and managed escrow and construction accounts.
Owner representative with government officials,engineers,contractors,and various suppliers.
•Negotiated lender-partnership workouts on defaulted debt and partnership restructuring. Managed partner substitution on$10 MM
project and achieved 100%+investor return in less than 2 years.
•Clientele includes:The Easton Group,Safeca LLC,Wood Partners.
Royal Bank of Canada/Sr Manager Loan Syndications; (New York,NY) 1997-1999
•Marketed and advised"blue chip"Latin American-based corporations to meet strategic and working capital needs.
•Originated and closed$520 MM of transactions.
•Drafted all loan syndication books based on coordination and spearheading of due diligence with client and banks.
•Crafted pro-forma financials,term sheets,debt agreements,and commitment letters while working with CFOs,finance managers,
engineers,in-house.capital markets team,banking syndicate community,and lawyers.
•Clientele included: Grupo Minero Mexico,Codelco,and SQM.
Corporaci6n Andina de Fomento/Officer Loan Syndication and Sales; (Caracas,Venezuela) 1995-1997
•Marketed contract-based and corporate credit transactions to Latin-based CFOs. Closed$144 MM of loans.
•Restructured and sold loan assets based on segmentation strategy. Recylced$65 MM of capital for new uses.
•Worked with HQ offices of international banks,multi-laterals,and governmental agencies and regulators.Developed hundreds of
banking relationships in NYC,Europe,and Latin America.
•Started platform,trained corporate officers and internal teams;Drafted corporate policy statements. Created 3 person product team
covering Colombia,Bolivia,Peru,Ecuador,and Venezuela.
•Completed financial analysis and creation of written financial proposal packages for international co-lenders.
•Clientele included: Banco Weise,Bolivian Power Company,Vencemos.
FINANCIAL ANALYST EXPERIENCE
Sun Life of Canada; (Wellseley Hills,MA). Sourced,analyzed,and managed investments for$450 MM bond portfolio.
Bank of Boston; (Boston,MA).Credit and risk management assessment of$1.4 billion of performing and NP loans.
Chemical Bank; (New York,NY)Financial modeling/bond underwriting. Closed$140MM of new bonds and advisory.
COMMUNITY INVOLVEMENT
Member,Development Committee-Friends of Miami Marine Stadium;2012 Graduate-Miami Beach Leadership Academy.