Agreement with Corcoran and Associates, Inc./Southern Strategy Group V7
City of Miami Beath, 1700 Convention Center Drive,Miami Beach, Florida 33139,www.miamibeachfl.90 v
Tel: 305-673-7470, Fax: 305-673-7002
OFFICE OF THE CITY ATTORNEY,Raul J.Aguila,City Attorney
Interoffice Memorandum
To: Mayor Philip Levine and Members Date: October 17, 2014
of the City Commission
CC: Jimmy L. Morales, City Manager
0
From: Raul J. Aguila, City Attorney��
r
Subject: Agreement between City and Corcoran and Associates, Inc./Southern Strategy
Group for Legislative Consulting Services (Agreement)
At its regular meeting on September 10, 2014, the City Commission approved Resolution No.
2014-28747, authorizing the Administration to negotiate the above referenced Agreement,
pursuant to Request for Qualifications No. 2014-128-ME for Legislative Consulting Services.
At that time, however, a concern was raised by several members of the City Commission
pertaining to a potential conflict that could arise during the term of the City Agreement, whereby
one of the principal proposer team members, Southern Strategy Group, might represent clients
in Florida with pro-gambling/gaming issues. The City Commission wanted the discretion to be
able to terminate the Agreement, should any such issue arise.
Assistant City Manager Joe Jimenez and I met with Michael Cantens from Corcoran (who
will be the City's primary contact under the RFQ for that firm) and Southern Strategy principal,
Fatima Perez (Southern's primary contact for the City) to discuss the City Commission's
concerns.
Corcoran/Southern has agreed to the inclusion of the following termination for convenience
clause in the proposed Agreement, which would allow the City to terminate the contract for any
reason, without cause:
TERMINATION FOR CONVENIENCE OF THE CITY
THE CITY MAY ALSO, THROUGH ITS CITY MANAGER, AND FOR ITS
CONVENIENCE AND WITHOUT CAUSE, TERMINATE THE
AGREEMENT AT ANY TIME DURING THE TERM BY GIVING
WRITTEN NOTICE TO CONSULTANT OF SUCH TERMINATION;
WHICH SHALL BECOME EFFECTIVE WITHIN THIRTY (30) DAYS
FOLLOWING RECEIPT BY THE CONSULTANT OF SUCH NOTICE. IF
THE AGREEMENT IS TERMINATED FOR CONVENIENCE BY THE
CITY, CONSULTANT SHALL PROMPTLY REIMBURSE CITY FOR THE
Agenda Item A-7
Date to-
FEE, IN PROPORTION TO THE REMAINING AMOUNT OF TIME LEFT
IN THE TERM OF THIS AGREEMENT; FOLLOWING WHICH THE
CONSULTANT SHALL BE DISCHARGED FROM ANY AND ALL
LIABILITIES, DUTIES, AND TERMS ARISING OUT OF, OR BY VIRTUE
OF, THIS AGREEMENT.
The aforestated clause effectively addresses the City Commission's concerns; to that end (and
should the City Commission concur), Mr. Jimenez and I request authorization to proceed to
finalize negotiations with Corcoran/Southern Strategies and, if successful, have the Mayor and
City Clerk execute the final Agreement.
RESOLUTION NO.. 2014-28747
A RESOLUTION OF THE MAYOR AND CITY COMMISSION OF THE CITY OF
MIAMI BEACH, FLORIDA, ACCEPTING THE RECOMMENDATION OF THE
CITY MANAGER PERTAINING TO THE RANKING OF PROPOSALS,
PURSUANT TO REQUEST FOR QUALIFICATIONS NO. 2014-128-ME (THE
RFQ), FOR LEGISLATIVE CONSULTING SERVICES; AUTHORIZING THE
ADMINISTRATION TO ENTER INTO NEGOTIATIONS WITH THE TOP
RANKED PROPOSER, CORCORAN AND ASSOCIATES, INC.; AND SHOULD
THE ADMINISTRATION NOT BE SUCCESSFUL IN NEGOTIATING AN
AGREEMENT WITH THE TOP-RANKED PROPOSER, AUTHORIZING
NEGOTIATIONS WITH THE SECOND-RANKED PROPOSER, BALLARD
PARTNERS, INC.; AND SHOULD THE ADMINISTRATION NOT BE
SUCCESSFUL IN NEGOTIATING AN AGREEMENT WITH THE SECOND—
RANKED PROPOSER, AUTHORIZING NEGOTIATIONS WITH THE THIRD-
RANKED PROPOSER, RUTLEDGE ECENIA, P.A.; AND FURTHER
AUTHORIZING THE MAYOR AND CITY CLERK TO EXECUTE AN
AGREEMENT UPON CONCLUSION OF SUCCESSFUL NEGOTIATIONS BY
THE ADMINISTRATION.
WHEREAS, Request for Qualifications No. 2014-128-ME (the RFQ) was issued on
February 26, 2014, with an opening date of May 16, 2014; and
-WHEREAS, a voluntary pre-proposal meeting was held on March 17, 2014; and
WHEREAS, the City received a total of three (3) proposals; and
WHEREAS, on July 15, 2014, the City Manager via Letter to Commission (LTC) No.
250-2014, appointed an Evaluation Committee (the "Committee"), consisting of the following
individuals:
• Dan Gelber, Attorney, Gelber, Schacter and Greenberg
• Jose Gonzalez, Vice President, Florida East Coast Industries
• Alex Miranda, Chief of Staff, Mayor's Office
• -Joe Rasco, Director, Miami-Dade County Office of Intergovernmental Affairs
• Scott Robbins, Resident and Chair of the Blue Ribbon Panel on Flooding
The City Manager also appointed the following individuals as alternates:
• Judy Hoanshelt, Grants Manager, Office of Budget Performance Improvements
• Elizabeth Wheaton, Assistant Building Director, Environment & Sustainability Division
WHEREAS, the Committee convened on August 19, 2014 to consider the proposals
received; and
WHEREAS, the Committee was provided an overview of the project; information relative
to the City's Cone of Silence Ordinance and the Government Sunshine Law; general information
on the scope of services, references, and a copy of each proposal; and engaged in a question
and answer session after the presentation of each proposer; and
WHEREAS, the Committee was instructed to score and rank each proposal pursuant to
the evaluation criteria established in the RFQ; and
WHEREAS, the Committee's ranking was as follows: Corcoran and Associates Inc., as
the top-ranked firms, Ballard Partners, Inc., second highest ranked; and Rutledge Ecenia, P.A.,
third highest ranked; and
WHEREAS, after reviewing all the submissions and the Evaluation Committee's
rankings, the City Manager exercised his due diligence and is recommending that the
Administration be authorized to enter into negotiations with the top-ranked firm, Corcoran and
Associates, Inc.; and should the Administration not be successful in negotiating an agreement
with the top-ranked proposer, authorizing negotiations with the second-ranked proposer, Ballard
Partners, Inc.; and should the administration not be successful in negotiating an agreement with
the second-ranked proposer, authorizing negotiations with the third-ranked proposer, Rutledge
Ecenia, P.A.; and further authorize the City Manager to execute an agreement upon conclusion
of successful negotiations by the Administration.
NOW, THEREFORE, BE IT DULY RESOLVED BY THE MAYOR AND CITY
COMMISSION OF THE CITY OF MIAMI BEACH, FLORIDA, that the Mayor and City
Commission hereby accept the recommendation of the City Manager pertaining to the ranking
of proposals, pursuant to Request for Qualifications No. 2014-2014-128-ME for Legislative
Consulting Services; authorize the Administration to enter into negotiations with the top-ranked
firm, Corcoran and Associates, Inc.; and should the Administration not be successful in
negotiating an agreement with the top-ranked proposer, authorize negotiations with the second-
ranked proposer, Ballard Partners, Inc.; and should the administration not be successful in
negotiating an agreement with the second-ranked proposer, authorize negotiations with the
9 9 9 P P 9
third-ranked proposer, Rutledge Ecenia, P.A.; and further authorize the Mayor and City Clerk to
execute an agreement upon conclusion of successful negotiations by the Administration.
PASSED AND ADOPTED this 10 day of Sf fM 2014.
ATTEST:
R fael E. Gr ,�, i Philip Levine`;M `� r
TAAGENDA 1 A 6plte Q-2 1'4-128-ME Legislative C suiting Services-Resolution.doc
Ob
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APPROVED AS TO
FORM & LANGUAGE
&FOR EXECUTION
City Attorney Date
COMMISSION ITEM SUMMAKY
Condensed Title:
A Resolution Of The Mayor And City Commission Of The City Of Miami Beach, Florida, Accepting The
Recommendation Of The City Manager Pertaining To The Ranking Of Proposals, Pursuant To Request For
Qualification RFQ No. 2014-128-ME, For Legislative Consulting Services.
Key Intended Outcome Supported:
Supporting Data(Surveys, Environmental Scan, etc: N/A
Item Summary/Recommendation:
On February 12, 2014, the City Commission approved the issuance of the RFQ, which was issued on
February 26, 2014, with an opening date of May 16, 2014. A pre-proposal conference was held on March
17, 2014.The City received three(3) proposals. .
On July 15,2014,the City Manager appointed an Evaluation Committee(the"Committee"),which convened
on August 19, 2014 to consider proposals received.The Committee was instructed to score and rank each
proposal pursuant to the evaluation criteria established in the RFQ.The results of the evaluation committee
process were presented to the City Manager for his recommendation to the City Commission.
After reviewing the submissions and the Evaluation Committee's rankings of proposals received, the City
Manager recommends that the Mayor and the City Commission, pursuant to Request for Qualifications
(RFQ) No. 2014-128-ME, for Legislative Consulting Services, authorize the Administration to enter into
negotiations with the top-ranked firm,Corcoran&Associates, Inc.,dba/Corcoran&Johnston and should the
Administration not be successful in negotiating an agreement with the top-ranked proposer, authorizing
negotiations with the second-ranked proposer, Ballard Partners, Inc., and should the administration not be
successful in negotiating an agreement with the second-ranked proposer, authorizing negotiations with the
third-ranked proposer, Rutledge Ecenia P.A.; and further authorize the City Manager to execute an
agreement upon conclusion of successful negotiations by the Administration
RECOMMENDATION
After reviewing the submissions and the Evaluation Committee's rankings of proposals received, the City
Manager recommends that the Mayor and the City Commission, pursuant to Request for Qualifications
(RFQ) No. 2014-128-ME for Legislative Consulting Services, authorize the Administration to enter into
negotiations with the top-ranked firm,Corcoran&Associates, Inc.,dba/Corcoran&Johnston,and should the
Administration not be successful in negotiating an agreement with the top-ranked proposer, authorizing
negotiations with the second-ranked proposer, Ballard Partners, Inc., and should the administration not be
successful in negotiating an agreement with the second-ranked proposer,authorizing negotiations with the
third-ranked proposer, Rutledge Ecenia P.A.; and further authorize the City Manager to execute an
Agreement upon conclusion of successful negotiations by the Administration.
ADOPT THE RESOLUTION.
Advisory Board Recommendation:
Financial Information:
Source of Amount Account
unds: 1 $107,255 011-9322-000312
OBPI Total $107,255
Financial Impact Summary:
City Clerk's Office Legislative Tracking:
Alex Denis, Extension 6641
Sign-Offs:
apartment Director Assi t City er City a ger
AD MT JLM.
T:\AGENbA\2014July23\RFQ 2014-128-M egis tive Consulting Services -Summary.doc.
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AGENDA ITEM R
NEW MIAMIBEAt DATE
o-
® MIAMI BEACH
City®f Miami Beach, 1700 Convention Center Drive,Miami Beach, Florida 33139,www.miamibeachfi.gov
COMMISSION MEMORANDUM
TO: Mayor Philip Levine and Members rthe y o mmission
FROM: Jimmy L. Morales, City Manager r
DATE: September 10, 2014
SUBJECT: A RESOLUTION OF THE MAY R AND CITY COMMISSION OF THE CITY OF
MIAMI BEACH, FLORIDA, ACCEPTING THE RECOMMENDATION OF THE CITY
MANAGER PERTAINING TO THE RANKING OF PROPOSALS, PURSUANT TO
REQUEST FOR QUALIFICATIONS NO. 2014-128-ME (THE RFQ), FOR
LEGISLATIVE CONSULTING SERVICES.
ADMINISTRATION RECOMMENDATION
Adopt the Resolution.
FUNDING
Account No. 011-9322-000312 - $107,255
BACKGROUND
Legislative services are essential in order for the City to advance its agenda with the State
Legislature. Accordingly, on October 1, 2008 the City entered into an Agreement (the
"Agreement") with Rutledge Ecenia & Purnell, P.A., Gomez Barker Associates, Inc., and
Robert M. Levy & Associates, Inc., (the "Lobbyists") pursuant to Resolution No. 2008-26875
through September 30, 2013.
On December 11, 2013, the City Commission authorized the extension of the Agreement
through July 31, 2014, to allow for the City to competitively solicit proposals, through an RFQ,
from qualified firms interested in providing the requirement legislative services to the City.
RFP PROCESS
On February 12, 2014, the City Commission approved the issuance of the RFQ, which was
issued on February 26, 2014, with an opening date of May 16, 2014. A pre-proposal
conference was held on March 17, 2014. The City received three (3) proposals from the
following firms:
• Ballard Partners, Inc.
• Corcoran &Associates, Inc., dba/Corcoran & Johnson
• Rutledge Ecenia P.A.
On July 15, 2014, the City Manager appointed an Evaluation Committee (the "Committee"),
consisting of the following individuals:
• Dan Gelber, Attorney, Gelber, Schacter and Greenberg
• Jose Gonzalez, Vice President, Florida East Coast Industries
• Alex Miranda, Chief of Staff, Mayor's Office
• Joe Rasco, Director, Miami-Dade County Office of Intergovernmental Affairs
• Scott Robbins, Resident and Chair of the Blue Ribbon Panel on Flooding
Commission Memorandum -,RFQ 2014-128-ME for Legislative Consulting Services
September 10, 2014
Page 2
• Scott Robbins, Resident and Chair of the Blue Ribbon Panel on Flooding
The City Manager also appointed the following individuals as alternates:
• Judy Hoanshelt, Grants Manager, Office of Budget Performance Improvements
• Elizabeth Wheaton, Assistant Building Director, Environment & Sustainability Division
Dan Gelber, was not available when contacted, Jose Gonzalez and Joe Rasco both identified
a conflict of interest.
The Committee convened on August 19, 2014, to consider the proposal received. The
Committee was provided an overview of the project, information relative to the City's Cone of
Silence Ordinance and the Government Sunshine Law. The Committee was also provided
general information on the scope of services, references, and a copy of each proposal. The
Committee was instructed to score and rank the proposal pursuant to the evaluation criteria
established in the RFP.
The evaluation process resulted in the following:
RFQ 2014-128-ME
Legislative
Consulting LOW
Services Judy Alex Scott Elizabeth AGGREGATE
Hoanshelt Ranking Miranda Ranking Robins Ranking Wheaton Ranking TOTALS RANKING
Ballard Partners,Inc. 75 3 80 2 78 2 80 2 9 2
Corcoran&
Associates
dba/Corcoran&
Johnston 79 2 1001 1 90 1 85 1 5 1
Rutledge Ecenia P.A. 80 1 75 3 1 60 3 1 75 1 3 10 3
I
MANAGER'S DUE DILIGENCE & RECOMMENDATION
After reviewing the submissions and the Evaluation Committee's rankings of proposals
received, the City Manager recommends that the Mayor and the City Commission, pursuant to
Request for Qualifications (RFQ) No. 2014-128-ME for Legislative Consulting Services,
authorize the Administration to enter into negotiations with the top-ranked firm, Corcoran &
Associates, Inc. dba/Corcoran & Johnston, and should the Administration not be successful in
negotiating an agreement with the top-ranked proposer, authorizing negotiations with the
second-ranked proposer, Ballard Partners, Inc., and should the administration not be
successful in negotiating an agreement with the second-ranked proposer, authorizing
negotiations with the third-ranked proposer, Rutledge Ecenia P.A.; and further authorize the
City Manager to execute an Agreement upon conclusion of successful negotiations by the
Administration.
CONCLUSION
The Administration recommends that the Mayor and the City Commission, pursuant to
Request for Qualifications (RFQ) No. 2014-128-ME for Legislative Consulting Services,
authorize the Administration to enter into negotiations with the top-ranked firm, Corcoran &
Commission Memorandum—RFQ 2014-128-ME for Legislative Consulting Services
September 10, 2014
Page 3
Associates, Inc. dba/Corcoran & Johnston, and should the Administration not be successful in
negotiating an agreement with the top-ranked proposer, authorizing negotiations with the
second-ranked proposer, Ballard Partners, Inc., and should the administration not be
successful in negotiating an agreement with the second-ranked proposer, authorizing
negotiations with the third-ranked proposer, Rutledge Ecenia P.A.; and further authorize the
City Manager to execute an Agreement upon conclusion of successful negotiations by the
Administration.
JLM /JJ /MT/AD
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