The URL can be used to link to this page

PSA with Southern Strategy Group of Miami, LLC 0/0 /`1 ,- 3007 PROFESSIONAL SERVICES AGREEMENT BETWEEN CITY OF MIAMI BEACH, FLORIDA AND SOUTHERN STRATEGY GROUP OF MIAMI, LLC FOR STATE LEGISLATIVE CONSULTING SERVICES PURSUANT TO REQUEST FOR QUALIFICATIONS 2017-242-WG This Professional Services Agreement ("Agreement") is entered into this 1st day of December, 2017, between the CITY OF MIAMI BEACH, FLORIDA, a municipal corporation organized and existing under the laws of the State of Florida, having its principal offices at 1700 Convention Center Drive, Miami Beach, Florida, 33139 (the "City"), and SOUTHERN STRATEGY GROUP OF MIAMI, LLC, a Florida limited liability corporation, whose address is 999 Ponce De Leon Boulevard, PH Suite 1105, Coral Gables, FL 33134 ("Consultant"). SECTION 1 DEFINITIONS Agreement: This Agreement between the City and Consultant, including any exhibits and amendments thereto. City Manager: The chief administrative officer of the City. City Manager's Designee: The City staff member who is designated by the City Manager to administer this Agreement on behalf of the City. The City Manager's designee shall be the Office of the City Manager, Chief of Staff. Consultant: For the purposes of this Agreement, Consultant shall be deemed to be an independent contractor, and not an agent or employee of the City. Services: All services, work and actions by the Consultant performed or undertaken pursuant to the Agreement. Fee: Amount paid to the Consultant as compensation for Services. Proposal Documents: Proposal Documents shall mean City of Miami Beach Request for Qualifications No. 2017-242-WG for State Legislative Consulting Services, together with all amendments thereto, issued by the City in contemplation of this Agreement (the "RFQ"), and the Consultant's proposal in response thereto (the "Proposal"), all of which are hereby incorporated and made a part hereof; provided, however, that in the event of an express conflict between the Proposal Documents and this Agreement, the following order of precedent shall prevail: this Agreement; the RFQ; and the Proposal. 1 Risk Manager: The Risk Manager of the City, with offices at 1700 Convention Center Drive, Third Floor, Miami Beach, Florida 33139; telephone number (305) 673-7000, Ext. 6435; and fax number(305) 673-7023. SECTION 2 SCOPE OF SERVICES 2.1 In consideration of the Fee to be paid to Consultant by the City, Consultant shall provide the work and services described in Exhibit "A" hereto (the "Services"). Although Consultant may be provided with a schedule of the available hours to provide its services, the City shall not control nor have the right to control the hours of the services performed by the Consultant; where the services are performed (although the City will provide Consultant with the appropriate location to perform the services); when the services are performed, including how many days a week the services are performed; how the services are performed, or any other aspect of the actual manner and means of accomplishing the services provided. Notwithstanding the foregoing, all services provided by the Consultant shall be consistent with the services described in Exhibit "A" and performed to the reasonable satisfaction of the City Manager. If there are any questions regarding the services to be performed, Consultant should contact the following person: Marcia Monserrat, Chief of Staff City of Miami Beach Office of the City Manager 1700 Convention Center Drive, 4th Floor Miami Beach, FL 33139 2.2 Consultant's Services, and any deliverables incident thereto, shall be completed in accordance with the timeline and/or schedule set forth in Exhibit "A" hereto. SECTION 3 TERM The term of this Agreement ("Term") shall commence upon execution of this Agreement by all parties hereto, and shall have an initial term of two years, with two (2) additional one (1) year renewal options, to be exercised at the City Manager's sole option and discretion, by providing Consultant with written notice of same no less than thirty (30) days prior to the expiration of the initial term. Notwithstanding the Term provided herein, Consultant shall adhere to any specific timelines, schedules, dates, and/or performance milestones for completion and delivery of the Services, as same is/are set forth in the timeline and/or schedule referenced in Exhibit A hereto. 2 SECTION 4 FEE 4.1 In consideration of the Services to be provided, the City shall pay Consultant a total annual fee, in an amount not exceed $107,254.92 (the "Fee")). 2-'0 i9 4.2 The Fee shall be paid in equal monthly in allments of $8,937.91, beginning on D� °e1 �' , and ending on Deeerrtherr20113. The monthly installments shall become payable upon execution of this Agreement. The parties hereby acknowledge and agree that any payments to Consultant due under this Agreement shall be made by the City to Southern Strategy Group of Miami, LLC. It shall be the sole responsibility of Southern Strategy Group of Miami, LLC to distribute any such payments to Ronald L. Book, P. A. the firm hereunder, listed as the Sub-consultant. 4.3 FLORIDA LOBBYING FEE DISCLOSURE Under Section 112.3215, Florida Statutes, lobbying firms in Florida are required, on a quarterly basis, to publicly disclose fees billed or received from clients for lobbying efforts at the state level. The law mandates that lobbying firms allocate fees between lobbying and non-lobbying services, legislative and executive branch lobbying, and lobbying performed by the firm that occurred at other levels of government. 4.4 The City shall reimburse Southern Strategy Group of Miami, LLC the one-time $25.00 registration fee for up to seven (7) lobbyists for a total cost not to exceed $175.00. 4.5 INVOICING Upon receipt of an acceptable and approved invoice, payment(s) shall be made within forty-five (45) days for that portion (or those portions) of the Services satisfactorily rendered (and referenced in the particular invoice). Invoices shall include a detailed description of the Services (or portions thereof) provided, and shall be submitted to the City at the following address: Finance Department City of Miami Beach 1700 Convention Center Drive, 3rd Floor Miami Beach, FL 33139 Payments to the Consultant shall be submitted to the following Address: Edgar Castro, Partner Southern Strategy Group of Miami, LLC P.O. Box 10570 Tallahassee, FL 32302 3 SECTION 5 TERMINATION 5.1 TERMINATION FOR CAUSE If the Consultant shall fail to fulfill in a timely manner, or otherwise violates, any of the covenants, agreements, or stipulations material to this Agreement, the City, through its City Manager, shall thereupon have the right to terminate this Agreement for cause. Prior to exercising its option to terminate for cause, the City shall notify the Consultant of its violation of the particular term(s) of this Agreement, and shall grant Consultant ten (10) days to cure such default. If such default remains uncured after ten (10) days, the City may terminate this Agreement without further notice to Consultant. Upon termination, the City shall be fully discharged from any and all liabilities, duties, and terms arising out of, or by virtue of, this Agreement. Notwithstanding the above, the Consultant shall not be relieved of liability to the City for damages sustained by the City by any breach of the Agreement by the Consultant. The City, at its sole option and discretion, shall be entitled to bring any and all legal/equitable actions that it deems to be in its best interest in order to enforce the City's right and remedies against Consultant. The City shall be entitled to recover all costs of such actions, including reasonable attorneys' fees. 5.2 TERMINATION FOR CONVENIENCE OF THE CITY IN ADDITION TO THE RIGHT TO TERMINATE THE AGREEMENT FOR CAUSE PURSUANT TO SUBSECTION 5.1 HEREOF, 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 AS OF THE DATE SET FORTH BY THE CITY IN THE TERMINATION NOTICE (BUT WHICH DATE SHALL, IN NO EVENT, BE LESS THAN FIFTEEN (15) DAYS OF THE DATE OF RECEIPT BY THE CONSULTANT OF SUCH NOTICE). IF THE AGREEMENT IS TERMINATED FOR CONVENIENCE BY THE CITY, CONSULTANT SHALL PROMPTLY REIMBURSE CITY FOR THE FEE, IN PROPORTION TO THE REMAINING AMOUNT OF TIME LEFT IN THE TERM OF THIS AGREEMENT; FOLLOWING WHICH THE CITY AND CONSULTANT SHALL BE DISCHARGED FROM ANY AND ALL LIABILITIES, DUTIES, AND TERMS ARISING OUT OF, OR BY VIRTUE OF, THIS AGREEMENT. 5.3 TERMINATION FOR INSOLVENCY The City also reserves the right to terminate the Agreement in the event the Consultant is placed either in voluntary or involuntary bankruptcy or makes an assignment for the benefit of creditors. In such event, the right and obligations for the parties shall be the same as provided for in Section 5.2. 4 SECTION 6 INDEMNIFICATION AND INSURANCE REQUIREMENTS 6.1 INDEMNIFICATION Consultant agrees to indemnify and hold harmless the City of Miami Beach and its officers, employees, agents, and contractors, from and against any and all actions (whether at law or in equity), claims, liabilities, losses, and expenses, including, but not limited to, attorneys' fees and costs, for personal, economic or bodily injury, wrongful death, loss of or damage to property, which may arise or be alleged to have arisen from the negligent acts, errors, omissions or other wrongful conduct of the Consultant, its officers, employees, agents, contractors, or any other person or entity acting under Consultant's control or supervision, in connection with, related to, or as a result of the Consultant's performance of the Services pursuant to this Agreement. To that extent, the Consultant shall pay all such claims and losses and shall pay all such costs and judgments which may issue from any lawsuit arising from such claims and losses, and shall pay all costs and attorneys' fees expended by the City in the defense of such claims and losses, including appeals. The Consultant expressly understands and agrees that any insurance protection required by this Agreement or otherwise provided by the Consultant shall in no way limit the Consultant's responsibility to indemnify, keep and save harmless and defend the City or its officers, employees, agents and instrumentalities as herein provided. The parties agree that one percent (1%) of the total compensation to Consultant for performance of the Services under this Agreement is the specific consideration from the City to the Consultant for the Consultant's indemnity agreement. The provisions of this Section 6.1 and of this indemnification shall survive termination or expiration of this Agreement. 6.2 INSURANCE REQUIREMENTS The Consultant shall maintain and carry in full force during the Term, the following insurance: 1. Consultant General Liability, in the amount of$1,000,000; 2. Consultant Professional Liability, in the amount of$1,000,000; and 3. Workers Compensation & Employers Liability, as required pursuant to Florida Statutes. 4. Automobile Liability Insurance covering all owned, non-owned and hired vehicles used in connection with the work, in an amount not less than $1,000,000 combined single limit per occurrence for bodily injury and property damage. The insurance must be furnished by insurance companies authorized to do business in the State of Florida. All insurance policies must be issued by companies rated no less than "B+" as to management and not less than "Class VI" as to strength by the latest edition of Best's Insurance Guide, published by A.M. Best Company, Oldwick, New Jersey, or its equivalent. All of Consultant's certificates shall contain endorsements providing that written notice shall be given to the City at least thirty (30) days prior to termination, cancellation or reduction in coverage in the policy. The insurance certificates for General Liability shall include the City as an additional insured and shall contain a waiver of subrogation endorsement. Original certificates of insurance must be submitted to the City's Risk Manager for approval (prior to any work and/or services commencing) and will be kept on file in the Office of the Risk Manager. The City shall have the right to obtain from the Consultant specimen copies of the 5 insurance policies in the event that submitted certificates of insurance are inadequate to ascertain compliance with required coverage. The Consultant is also solely responsible for obtaining and submitting all insurance certificates for any sub-consultants. Compliance with the foregoing requirements shall not relieve the Consultant of the liabilities and obligations under this Section or under any other portion of this Agreement. The Consultant shall not commence any work and or services pursuant to this Agreement until all insurance required under this Section has been obtained and such insurance has been approved by the City's Risk Manager. SECTION 7 LITIGATION JURISDICTIONNENUE/JURY TRIAL WAIVER This Agreement shall be construed in accordance with the laws of the State of Florida. This Agreement shall be enforceable in Miami-Dade County, Florida, and if legal action is necessary by either party with respect to the enforcement of any or all of the terms or conditions herein, exclusive venue for the enforcement of same shall lie in Miami-Dade County, Florida. By entering into this Agreement, Consultant and the City expressly waive any rights either party may have to a trial by jury of any civil litigation related to or arising out of this Agreement. SECTION 8 LIMITATION OF CITY'S LIABILITY The City desires to enter into this Agreement only if in so doing the City can place a limit on the City's liability for any cause of action, for money damages due to an alleged breach by the City of this Agreement, so that its liability for any such breach never exceeds the sum of the $10,000.00. Consultant hereby expresses its willingness to enter into this Agreement with Consultant's recovery from the City for any damage action for breach of contract to be limited to a maximum amount of$10,000.00. Accordingly, and notwithstanding any other term or condition of this Agreement, Consultant hereby agrees that the City shall not be liable to the Consultant for damages in an amount in excess of $10,000.00 for any action or claim for breach of contract arising out of the performance or non-performance of any obligations imposed upon the City by this Agreement. Nothing contained in this section or elsewhere in this Agreement is in any way intended to be a waiver of the limitation placed upon the City's liability, as set forth in Section 768.28, Florida Statutes. 6 SECTION 9 DUTY OF CARE/COMPLIANCE WITH APPLICABLE LAWS/PATENT RIGHTS; COPYRIGHT; AND CONFIDENTIAL FINDINGS 9.1 DUTY OF CARE With respect to the performance of the work and/or service contemplated herein, Consultant shall exercise that degree of skill, care, efficiency and diligence normally exercised by reasonable persons and/or recognized professionals with respect to the performance of comparable work and/or services. 9.2 COMPLIANCE WITH APPLICABLE LAWS In its performance of the work and/or services, Consultant shall comply with all applicable laws, ordinances, and regulations of the City, Miami-Dade County, the State of Florida, and the federal government, as applicable. 9.3 PATENT RIGHTS; COPYRIGHT; CONFIDENTIAL FINDINGS Any work product arising out of this Agreement, as well as all information specifications, processes, data and findings, are intended to be the property of the City and shall not otherwise be made public and/or disseminated by Consultant, without the prior written consent of the City Manager, excepting any information, records etc. which are required to be disclosed pursuant to Court Order and/or Florida Public Records Law. All reports, documents, articles, devices, and/or work produced in whole or in part under this Agreement are intended to be the sole and exclusive property of the City, and shall not be subject to any application for copyright or patent by or on behalf of the Consultant or its employees or sub-consultants, without the prior written consent of the City Manager. SECTION 10 GENERAL PROVISIONS 10.1 AUDIT AND INSPECTIONS Upon reasonable verbal or written notice to Consultant, and at any time during normal business hours (i.e. 9AM — 5PM, Monday through Fridays, excluding nationally recognized holidays), and as often as the City Manager may, in his/her reasonable discretion and judgment, deem necessary, there shall be made available to the City Manager, and/or such representatives as the City Manager may deem to act on the City's behalf, to audit, examine, and/ or inspect, any and all other documents and/or records relating to all matters covered by this Agreement. Consultant shall maintain any and all such records at its place of business at the address set forth in the "Notices" section of this Agreement. 10.2 [INTENTIONALLY DELETED] 7 10.3 ASSIGNMENT, TRANSFER OR SUBCONSULTING Consultant shall not subcontract, assign, or transfer all or any portion of any work and/or service under this Agreement without the prior written consent of the City Manager, which consent, if given at all, shall be in the Manager's sole judgment and discretion. Neither this Agreement, nor any term or provision hereof, or right hereunder, shall be assignable unless as approved pursuant to this Section, and any attempt to make such assignment (unless approved) shall be void. Notwithstanding the foregoing Consultant shall be permitted to subcontract, assign, or transfer any portion of the work and/or services under this Agreement to Ronald L. Book, P. A., a Florida for profit corporation, whose address is 18851 N.E. 29th Avenue, Suite 1010, Aventura, FL 33180; provided, however, that Consultant assumes the primary responsibility for the coordination and performance of the Services pursuant to this Agreement 10.4 PUBLIC ENTITY CRIMES Prior to commencement of the Services, the Consultant shall file a State of Florida Form PUR 7068, Sworn Statement under Section 287.133(3)(a) Florida Statute on Public Entity Crimes with the City's Procurement Division. 10.5 NO DISCRIMINATION In connection with the performance of the Services, the Consultant shall not exclude from participation in, deny the benefits of, or subject to discrimination anyone on the grounds of race, color, national origin, sex, age, disability, religion, income or family status. Additionally, Consultant shall comply fully with the City of Miami Beach Human Rights Ordinance, codified in Chapter 62 of the City Code, as may be amended from time to time, prohibiting discrimination in employment, housing, public accommodations, and public services on account of actual or perceived race, color, national origin, religion, sex, intersexuality, gender identity, sexual orientation, marital and familial status, age, disability, ancestry, height, weight, domestic partner status, labor organization membership, familial situation, or political affiliation. 10.6 CONFLICT OF INTEREST Consultant herein agrees to adhere to and be governed by all applicable Miami-Dade County Conflict of Interest Ordinances and Ethics provisions, as set forth in the Miami-Dade County Code, as may be amended from time to time; and by the City of Miami Beach Charter and Code, as may be amended from time to time; both of which are incorporated by reference as if fully set forth herein. Consultant covenants that it presently has no interest and shall not acquire any interest, directly or indirectly, which could conflict in any manner or degree with the performance of the Services. Consultant further covenants that in the performance of this Agreement, Consultant shall not employ any person having any such interest. No member of or delegate to the Congress of the United States shall be admitted to any share or part of this Agreement or to any benefits arising therefrom. 10.6.1 Lobbying of City Officer or Staff Member. Section 2-485.2 of the City Code of the City of Miami Beach, Florida, prohibits a lobbyist retained by the City from lobbying any City officer or staff 8 member on behalf of a third party during the term if this Agreement. 10.7 CONSULTANT'S COMPLIANCE WITH FLORIDA PUBLIC RECORDS LAW (A) Consultant shall comply with Florida Public Records law under Chapter 119, Florida Statutes, as may be amended from time to time. (B) The term "public records" shall have the meaning set forth in Section 119.011(12), which means all documents, papers, letters, maps, books, tapes, photographs, films, sound recordings, data processing software, or other material, regardless of the physical form, characteristics, or means of transmission, made or received pursuant to law or ordinance or in connection with the transaction of official business of the Employer. (C) Pursuant to Section 119.0701 of the Florida Statutes, if the Consultant meets the definition of"Contractor" as defined in Section 119.0701(1)(a), the Consultant shall: (1) Keep and maintain public records required by the City to perform the service; (2) Upon request from the City's custodian of public records, 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 in Chapter 119, Florida Statutes or as otherwise provided by law; (3) 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 contract term and following completion of the Agreement if the Consultant does not transfer the records to the City; (4) Upon completion of the Agreement, transfer, at no cost to the City, all public records in possession of the Consultant or keep and maintain public records required by the City to perform the service. If the Consultant transfers all public records to the City upon completion of the Agreement, the Consultant shall destroy any duplicate public records that are exempt or confidential and exempt from public records disclosure requirements. If the Consultant keeps and maintains public records upon completion of the Agreement, the Consultant shall meet all applicable requirements for retaining public records. All records stored electronically must be provided to the City, upon request from the City's custodian of public records, in a format that is compatible with the information technology systems of the City. (D) REQUEST FOR RECORDS; NONCOMPLIANCE. (1) A request to inspect or copy public records relating to the City's contract for services must be made directly to the City. If the City does not possess the requested records, the City shall immediately notify the Consultant of the request, and the Consultant must provide the records to the City or allow the records to be inspected or copied within a reasonable time. (2) Consultant's failure to comply with the City's request for records shall constitute a breach of this Agreement, and the City, at its sole discretion, may: (1) unilaterally terminate the Agreement; (2) avail itself of the remedies set forth under the Agreement; and/or(3) avail itself of any available remedies at law or in equity. (3) A Consultant who fails to provide the public records to the City within a reasonable time may be subject to penalties under s. 119.10. (E) CIVIL ACTION. (1) If a civil action is filed against a Consultant to compel production of public records 9 relating to the City's contract for services, the court shall assess and award against the Consultant the reasonable costs of enforcement, including reasonable attorney fees, if: a. The court determines that the Consultant unlawfully refused to comply with the public records request within a reasonable time; and b. At least 8 business days before filing the action, the plaintiff provided written notice of the public records request, including a statement that the Consultant has not complied with the request, to the City and to the Consultant. (2) A notice complies with subparagraph (1)(b) if it is sent to the City's custodian of public records and to the Consultant at the Consultant's address listed on its contract with the City or to the Consultant's registered agent. Such notices must be sent by common carrier delivery service or by registered, Global Express Guaranteed, or certified mail, with postage or shipping paid by the sender and with evidence of delivery, which may be in an electronic format. (3) A Consultant who complies with a public records request within 8 business days after the notice is sent is not liable for the reasonable costs of enforcement. (F) 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 AT: CITY OF MIAMI BEACH ATTENTION: RAFAEL E. GRANADO, CITY CLERK 1700 CONVENTION CENTER DRIVE MIAMI BEACH, FLORIDA 33139 E-MAIL: RAFAELGRANADO(�MIAMIBEACHFL.GOV PHONE: 305-673-7411 SECTION 11 NOTICES All notices and communications in writing required or permitted hereunder, shall be delivered personally to the representatives of the Consultant and the City listed below or may be mailed by U.S. Certified Mail, return receipt requested, postage prepaid, or by a nationally recognized overnight delivery service. Until changed by notice, in writing, all such notices and communications shall be addressed as follows: TO CONSULTANT: Edgar Castro, Partner Southern Strategy Group of Miami, LLC P. O. Box 10570 Tallahassee, FL 32302 10 TO CITY: Marcia Monserrat, Chief of Staff City of Miami Beach Office of the City Manager 1700 Convention Center Drive, 4th Floor Miami Beach FL 33139 Notice may also be provided to any other address designated by the party to receive notice if such alternate address is provided via U.S. certified mail, return receipt requested, hand delivered, or by overnight delivery. In the event an alternate notice address is properly provided, notice shall be sent to such alternate address in addition to any other address which notice would otherwise be sent, unless other delivery instruction as specifically provided for by the party entitled to notice. Notice shall be deemed given on the date of an acknowledged receipt, or, in all other cases, on the date of receipt or refusal. SECTION 12 MISCELLANEOUS PROVISIONS 12.1 CHANGES AND ADDITIONS This Agreement cannot be modified or amended without the express written consent of the parties. No modification, amendment, or alteration of the terms or conditions contained herein shall be effective unless contained in a written document executed with the same formality and of equal dignity herewith. 12.2 SEVERABILITY If any term or provision of this Agreement is held invalid or unenforceable, the remainder of this Agreement shall not be affected and every other term and provision of this Agreement shall be valid and be enforced to the fullest extent permitted by law. 12.3 ENTIRETY OF AGREEMENT The City and Consultant agree that this is the entire Agreement between the parties. This Agreement supersedes all prior negotiations, correspondence, conversations, agreements or understandings applicable to the matters contained herein, and there are no commitments, agreements or understandings concerning the subject matter of this Agreement that are not contained in this document. Title and paragraph headings are for convenient reference and are not intended to confer any rights or obligations upon the parties to this Agreement. [REMAINDER OF THIS PAGE LEFT INTENTIONALLY BLANK] 11 IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed by their appropriate officials, as of the date first entered above. FOR CITY: CITY OF MIAMI BEACH, FLORIDA ATTEST: dr By: pq�v� po...,� City C erk .�� \ B. ��4 Date: + QRP t $ \,CO C, f' FOR CONSULTANT: a-1 -'' 0* RN STRATEGY GROUP OF CH n i , LLC 4 'cv-,.. ATTEST: A/ / By: y _ sof:�Attr V6 ah1 P / rcir4Or Pk.. ��3IQ�'rh,0 A 0746 TON -bite.? Print Name and Title Print Name and Title Date: I I`-(l$ APP . D AS TO FO' & XENCGUTUIOAGNE S: ci, . illili wir City Attorney 11;4`r t 12 EXHIBIT "A" TO THE PROFESSIONAL SERVICES AGREEMENT BETWEEN THE CITY OF MIAMI BEACH AND THE FIRMS SOUTHERN STRATEGY GROUP OF MIAMI, LLC FOR STATE LEGISLATIVE CONSULTING SERVICES PURSUANT TO REQUEST FOR QUALIFICATIONS 2017-242-WG SCOPE OF SERVICES 1. OBLIGATIONS OF THE CONSULTANT In addition to the services generally provided by Consultant as set forth in Consultants proposal, Consultants shall specifically include the following services: A. Confer with the City on all organizational planning and program activity which has a bearing on the ability of the City to make the best use of State programs. B. Maintain liaison with the City's legislative delegation and assist in any matter which the City determines to be in its best interest. C. Counsel the City regarding appearances by City personnel before State of Florida and State administrative agencies and will assist the City and its personnel in negotiations with administrative agencies concerning City projects requiring State assistance and cooperation. D. Assist the City in review of executive proposals, legislation under consideration, proposed and adopted administrative rules and regulations and other developments for the purpose of advising the City of those items mutually agreed upon that may have a significant bearing on the City's policies or programs. E. Communicate and coordinate with other lobbyists representing interests which are consistent with those of the City in obtaining the goals and objectives of the City. F. Assist in contacting State agencies on the City's behalf when City funding applications are under consideration by such agencies. G. Provide monthly reports on the first day of each month detailing activities and legislative services provided on behalf of and for the benefit of the City in the previous month. H. Provide interim reports on an as needed basis addressing matters of City involvement, concerns, interest and particular projects identified for pursuance on behalf of the City. I. Review, identify and monitor state legislative, executive, and regulatory policy changes or developments for the purpose of advising the City on those items which may have a significant bearing on City policies, funding, and programs. F:\PURL\$ALL\Solicitations\2017\2017-242-WG State Legislative Consulting Services\DRAFT PSA 12.20.17 final wag1.2.18.doc 13 ATTACHMENT A RESOLUTION COMMISSION ITEMS AND COMMISSION MEMORANDUM RESOLUTION NO. 2017-30075 A RESOLUTION OF THE MAYOR AND CITY COMMISSION OF THE CITY OF MIAMI BEACH, FLORIDA, ACCEPTING THE RECOMMENDATION OF THE CITY MANAGER, PURSUANT TO REQUEST FOR QUALIFICATIONS NO. 2017-242-WG, FOR STATE LEGISLATIVE CONSULTING SERVICES; AUTHORIZING THE ADMINISTRATION TO ENTER INTO NEGOTIATIONS WITH SOUTHERN STRATEGY GROUP OF MIAMI, LLC; FURTHER, SHOULD THE ADMINISTRATION NOT BE SUCCESSFUL IN NEGOTIATING AN AGREEMENT WITH SOUTHERN STRATEGY GROUP OF MIAMI, LLC, AUTHORIZING THE ADMINISTRATION TO ENTER INTO NEGOTIATIONS WITH 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, on January 11, 2017 the Commission voted to terminate the agreement with Corcoran &Associates, Inc. for convenience; and WHEREAS, at the April 26, 2017 Commission meeting, staff was directed to issue a new RFQ to retain a new state legislative consulting firm; and WHEREAS, on July 26, 2017, the Commission approved the issuance of RFQ 2017-242-WG for State Legislative consulting Services; and WHEREAS, on July 27, 2017, (RFQ) No. 2017-242-WG for State Legislative Consulting Services was issued; and WHEREAS, on August 29, 2017, the City received proposals from Rutledge Ecenia, P.A.; Colodny Fass P.L.L.C.; and Southern Strategy Group of Miami, LLC; and WHEREAS, the Evaluation Committee appointed by the City Manager, pursuant to LTC No. 453-2017, convened on October 6, 2017, to consider the responsive proposals received; and WHEREAS, the Evaluation 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 and a copy of each proposal; and WHEREAS, the Evaluation Committee was instructed to score and rank each proposal pursuant to the evaluation criteria established in the RFQ; and WHEREAS, after reviewing the qualifications of each firm, and having considered the Evaluation Committee's comments and rankings, the City Manager recommends that the Administration be authorized to enter into negotiations with Southern Strategy Group of Miami, LLC; and if unsuccessful in negotiating an agreement with Southern Strategy Group of Miami, LLC, that the Administration be authorized to enter into negotiations with Rutledge Ecenia, P.A. 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 accept the recommendation of the City Manager, pursuant to Request for Qualifications No. 2017-242-WG, for State Legislative Consulting Services; authorize the Administration to enter into negotiations with Southern Strategy Group of Miami, LLC; further, should the Administration not be successful in negotiating an agreement with Southern Strategy Group of Miami, LLC, authorize the Administration to enter into negotiations with 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 3t day of ath, 2017. ATTEST: It}3jn RAF EL E. GRANADO, CITY CL r PHll,t L ,� MAYOR • r..• T:\AGENDA\2017\10-October\Procura' .-1 Q etip.T ! ' ` -242-WG State Legislative Consulting Services\RFQ2017-242-WG-RESO.d �� , t�` -'" \ !� :OFF APPROVED AS TO FORM&LANGUAGE &FOR EXECUTION CityAttorney /A� Date Resolutions- C7 C MIAMI BEACH COMMISSION MEMORANDUM TO: Honorable Mayor and Members of the City Commission FROM: Jimmy L. Morales, City Manager DATE: October 31, 2017 SUBJECT A RESOLUTION OF THE MAYOR AND CITY COMMISSION OF THE CITY OF MIAMI BEACH, FLORIDA, ACCEPTING THE RECOMMENDATION OF THE CITY MANAGER, PURSUANT TO REQUEST FOR QUALIFICATIONS NO. 2017-242-WG, FOR STATE LEGISLATIVE CONSULTING SERVICES; AUTHORIZING THE ADMINISTRATION TO ENTER INTO NEGOTIATIONS WITH SOUTHERN STRATEGY GROUP OF MIAMI, LLC; FURTHER, SHOULD THE ADMINISTRATION NOT BE SUCCESSFUL IN NEGOTIATING AN AGREEMENT WITH SOUTHERN STRATEGY GROUP OF MIAMI, LLC, AUTHORIZING THE ADMINISTRATION TO ENTER INTO NEGOTIATIONS WITH RUTLEDGE ECENIA, P.A.; AND FURTHER AUTHORIZING THE MAYOR AND CITY CLERK TO EXECUTE AN AGREEMENT UPON CONCLUSION OF SUCCESSFUL NEGOTIATIONS BY THE ADMINISTRATION. RECOMMENDATION Adopt the Resolution. ANALYSIS On January 11, 2017 the Commission voted to terminate the agreement with Corcoran &Associates, Inc. for convenience. At the April 26, 2017 meeting Commission authorized the issuance of a new RFQ to retain a new state legislative consulting firm. RFQ PROCESS On July 27, 2017, (RFQ) No. 2017-242-WG for State Legislative Consulting Services was issued. RFQ responses were due and received on August 29, 2017. The City received proposals from the following firms: Rutledge Ecenia, P.A., Colodny Fass P.L.L.C. and Southern Strategy Group of Miami, LLC. The Evaluation Committee appointed by the City Manager pursuant to LTC#453-2017 convened on October 6, 2017, to consider the responsive proposals received. The Committee was comprised of Judy Hoanshelt, Division Director, Grants Management Division, Office of Budget and Performance Improvement, City of Miami Beach, Marcia Monserrat, Chief of Staff, Office of the City Manager, City of Miami Beach, and Elizabeth Wheaton, Chief of Staff, Office of the Mayor and City Commission, City of Miami Beach. 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 with general information on the scope of services and a copy of each proposal. The Committee was Page 28 of 387 instructed to score and rank each proposal pursuant to the evaluation criteria established in the RFQ. The evaluation process resulted in the ranking of proposers as indicated in Attachment A. A brief description of each proposer, as provided in their response to the RFQ,follows. Southern Strategy Group of Miami. LLC According to the information contained in its proposals, Southern Strategy Group is a full-service lobbying firm that was established in Tallahassee, Florida in 1999, with offices throughout Florida in Tallahassee, Jacksonville, Orlando, Tampa Bay, and Miami. They understand how and why decisions are made at every level of Florida government and use that knowledge to the benefit of their clients. Their Tallahassee office is staffed by 13 full-time lobbyists, as well as two full-time and four part-time administrative staff. Their Miami office is staffed by three full-time lobbyists and one fulltime office administrator who spend a great deal of their time in South Florida. From transportation to infrastructure, to stormwater issues as well as economic development, they are keenly aware of the issues that the City faces. Their team includes the services of Ronald L. Book, P.A. considered one of the premier lobbying firms in the State, with unparalleled experience in the appropriations process. Established in 1987, the firm specializes in government affairs, and offers a powerful combination of talent and experience with a proven track record of success before the legislative and executive branches of Florida government. Rutledge Ecenia. P.A. According to the information contained in its proposals, the attorneys of Rutledge Ecenia have extensive expertise in practicing before state agencies, the Division of Administrative Hearing, state and federal courts, and the legislative and Executive Branches of Government. They are committed to excellence in regulatory affairs and litigation and seek to ensure that their services are provided in a cost-effective and efficient manner, pursuing their clients' litigation objectives with focused determination, while striving to achieve beneficial resolutions through settlements and altemative dispute resolution when such approaches best serves their clients'needs. Colodny Fass P.L.L.C. The legislative and executive team of Colodny Fass possesses the bi-partisan contacts and access to legislative and executive leadership of the State of Florida to successfully and consistently advocate for diverse policy issues and cultivate bipartisan relationships with legislators statewide. Colodny Fass has worked with virtually every aspect of the City's legislative agenda in all realms of government, and is highly experienced and ready to represent Miami Beach and its interests before Florida's Legislature, Executive Branch and regulatory agencies. CONCLUSION I have reviewed each firms' submissions and the results of the Evaluation Committee process. In doing so, I find that the Evaluation Committee has unanimously ranked Southern Strategy Group of Miami, LLC, as the top-ranked firm responding to the RFQ. I commend each firm for its proposal and acknowledge each firms excellent qualifications in the field of governmental consulting services. However, I do concur with the evaluation committee's determination and, after reviewing Southern's, the top-ranked firm's, proposal and qualifications, I find that this firm has documented exceptional qualifications, including (but not limited to): • its expertise relating to transportation, infrastructure, stormwater and economic development projects; • a broad range of bipartisan contacts in the legislative and executive branches of state government. Therefore, I recommend that the City Commission approve the Resolution authorizing the Administration to enter into negotiations with Southern Strategy Group of Miami, LLC; and if unsuccessful in negotiating an agreement with Southern Strategy Group of Miami, LLC, that the Page 29 of 387 Administration be authorized to enter into negotiations with Rutledge Ecenia, P.A.; and further authorize the Mayor and City Clerk to execute an Agreement upon conclusion of successful negotiations by the Administration. FINANCIAL INFORMATION Grant funding will not be utilized for this project. Legislative Tracking Office of the Mayor and Commission/Procurement ATTACHMENTS: Description o Attachment A D Resolution Page 30 of 387 6upp(ue�{ .. ch N O u JIi 0 00 ti M I- ,,,silo.,.-1,:;;„tl .-..4,,,,,,,..-.., ,:,,,i,,,,,,,,,,,t,..,,,,i4,,I,,,,,..i.., 6uppueN N M T', w d '0 Xi N CO4,4 O) CO a) W 5 6ul4ue� cl) N z co l W ....... = oo a) a) Q 2 6utguej "c1) N d >,..c CD CO —jc CD d ' U Q U a :.:+ 0) a ami J CNICVii w N ' � LW V N ti .c _,. Cl)> 0 C 2 a ,oco v � IL L � :_ ;� a) ago , N d 0 V? c -� = a OC ,CI) U C9 ATTACHMENT B REQUEST FOR QUALIFICATIONS (RFQ) AND ADDENDUMS MIAMIBEACH • City of Miami Beach,1755 Meridian Avenue,3rd Floor, Miami Beach,Florida 33139,www.miamibeachfl.gov PROCUREMENT DEPARTMENT Tel:305-673-7490. ADDENDUM NO. 1 RFQ 2017-242-WG State Legislative Consulting Services August 24, 2017 This Addendum to the above-referenced RFQ is issued in response to questions from prospective proposers, or other clarifications and revisions issued by the City. The RFQ is amended in the following particulars only. I. RESPONSES TO QUESTIONS RECEIVED: Q1) If qualified firm is utilizing a subcontractor, please specify the information related to the subcontractor the firm should include in order for the proposal to be considered responsive. Al) Please refer to Section 0300, Submittal Instructions and Format Tab 2, entitled Qualifications of Proposing Team (Page 12), which requires an organizational chart of all personnel and consultants to be used for this project if awarded, the role that each team member will play in providing the services detailed herein and each team members' qualifications. A resume of each individual, including education, experience, and any other pertinent information, shall be included for each respondent team member to be assigned to this contract. If utilizing subcontractor(s) also state the name of subcontractor firm(s) from which the consultants are employed. Q2) Statements of Qualifications Certification, Questionnaire & Requirements Affidavit - Is this available in Word format? A2) No. Q3) Should the submittal requirements be included within the completed form. A3) Yes the submittal requirements for Appendix A should be included within the completed form. The City reserves the right to seek additional information from proposer or other source(s), including but not limited to: any firm or principal information, applicable licensure, resumes of relevant individuals, client information, financial information, or any information the City deems necessary to evaluate the capacity of the proposer to perform in accordance with contract requirements. Q4) Should the SQR report from Dun & Bradstreet be included in the proposal? A4) Each proposer shall arrange for Dun & Bradstreet to submit a Supplier Qualification Report (SQR) directly to the Procurement Contact williamgarviso@miamibeachfl.gov, when requested by the City. 1 Q5) 1.3 Minimum Qualifications Requirements — Please confirm the firm is to provide a listing of a minimum of five State governmental consulting services projects for County or other governmental organizations or public entities within the last three years and should include a summary of the project, name, time of commencement, time of completion, address, e-mail, and phone number of the person for overseeing the project. Is there any other information required for this section? A5) Please refer to Section 0300, Submittal Instructions and Format, Tab 1, entitled, Cover Letter and Minimum Qualifications Requirements (Page 12.) Q6) 2.1 Qualifications of Proposing Firm —The information requested in this section is similar to the information requested in 1.3. Please clarify. A6) The requirements specified on Section 0300 Submittal Instructions and Format, Tab 1, Paragraph 1.3 and Tab 2, Paragraph 2.1 are clear. Any questions regarding this Addendum should be submitted in writing to the Procurement Management Department to the attention of the individual named below, with a copy to the City Clerk's Office at RafaelGranadoCa�miamibeachfl.gov. Procurement Contact: Telephone: Email: William Garviso 305-673-7000, ext. 6650 WilliamGarviso@miamibeachfl.gov Proposers are reminded to acknowledge receipt of this addendum as part of your RFQ submission. Sincerely, Al;x Denis '-P esu ent Director • I 2 REQUEST FOR QUALIFICATIONS RFQ STATE LEGISLATIVE CONSULTING SERVICES 2017-242-WG RFQ ISSUANCE DATE: JULY 27, 2017 STATEMENTS OF QUALIFICATIONS DUE: AUGUST 29, 2017 @ 3:00 PM ISSUED BY: t MIAMIBEACH William Garviso, Procurement Contracting Officer II PROCUREMENT DEPARTMENT 1755 Meridian Avenue, 3rd Floor, Miami Beach, FL 33139 305.673.7000 x 6650 I www.miamibeachfl.gov tb BEACH TABLE OF CONTENTS SOLICITATION SECTIONS: PAGE 0100 NOT UTILIZED N/A 0200 INSTRUCTIONS TO RESPONDENTS & GENERAL CONDITIONS 3 0300 SUBMITTAL INSTRUCTIONS & FORMAT 12 0400 EVALUATION PROCESS 14 APPENDICES: PAGE APPENDIX A RESPONSE CERTIFICATON, QUESTIONNAIRE AND AFFIDAVITS 16 APPENDIX B "NO BID" FORM 24 APPENDIX C MINIMUM REQUIREMENTS & SPECIFICATIONS 26 APPENDIX D SPECIAL CONDITIONS 28 APPENDIX F INSURANCE REQUIREMENTS 30 RFQ 2017-242-WG 2 m I BEAC SECTION 0200 INSTRUCTIONS TO RESPONDENTS&GENERAL CONDITIONS 1. GENERAL. This Request for Qualifications (RFQ) is issued by the City of Miami Beach, Florida(the"City"), as the means for prospective Proposer to submit their qualifications, proposed scopes of work and cost Statement of Qualifications (the "proposal") to the City for the City's consideration as an option in achieving the required scope of services and requirements as noted herein. All documents released in connection with this solicitation, including all appendixes and addenda, whether included herein or released under separate cover, comprise the solicitation, and are complementary to one another and together establish the complete terms, conditions and obligations of the Proposer and, subsequently, the successful proposer(s) (the "contractor[s]") if this RFQ results in an award. The City utilizes PublicPurchase (www.publicpurchase.com) for automatic notification of competitive solicitation opportunities and document fulfillment, including the issuance of any addendum to this RFQ. Any prospective proposer who has received this RFQ by any means other than through PublioPurchase must register immediately with PublicPurchase to assure it receives any addendum issued to this RFQ. Failure to receive an addendum may result in disqualification of proposal submitted. 2. PURPOSE. The City of Miami Beach is requesting proposals from qualified firms or individuals to provide consulting and lobbying services on the City's behalf, and in representing the City before State agencies in Tallahassee, Florida, in efforts to influence legislation, capture revenues available to local government and assist the City in identifying, applying for and receiving competitive grants, earmarks and other discretionary funding, which may include but not be limited to transportation, community and economic development, environmental matters, beach re-nourishment, infrastructure improvement, hurricane recovery efforts, housing and urban development, homeless programs, intermodal programs and any other areas of interest to the City. 3. SOLICITATION TIMETABLE.The tentative schedule for this solicitation is as follows: Solicitation Issued July 27, 2017 Pre-Submittal Meeting Not Applicable Deadline for Receipt of Questions August 21, 2017 @ 5:00PM Responses Due August 29, 2017 @ 3:00PM Evaluation Committee Review TBD Proposer Presentations TBD Tentative Commission Approval Authorizing TBD Negotiations Contract Negotiations Following Commission Approval 4. PROCUREMENT CONTACT. Any questions or clarifications concerning this solicitation shall be submitted to the Procurement Contact noted below: Procurement Contact Telephone: Email: William Garviso, CPPB 305 673-7000#6650 WilliamGarviso• miamibeachfl.sov Additionally, the City Clerk is to be cosied on all communications via e-mail at: RafaelGranado • miamibeachfl.sov; or via facsimile: 786-394-4188. The Bid title/number shall be referenced on all correspondence. All questions or requests for clarification must be RFQ 2017-242—WG 3 CA q ,, BEACH received no later than ten (10)calendar days prior to the date proposals are due as scheduled in Section 0200-3. All responses to questions/clarifications will be sent to all prospective Proposers in the form of an addendum. 5. PRE-PROPOSAL MEETING OR SITE VISIT(S). Only if deemed necessary by the City, a pre-proposal meeting or site visit(s) may be scheduled. A Pre-PROPOSAL conference will be held as scheduled in Anticipated RFQ Timetable section above at the following address: City of Miami Beach Procurement Department—3rd Floor Conference Room-C 1755 Meridian Avenue Miami Beach, Florida 33139 Attendance (in person or via telephone) is encouraged and recommended as a source of information, but is not mandatory. Proposers interested in participating in the Pre-Proposal Submission Meeting via telephone must follow these steps: (1) Dial the TELEPHONE NUMBER: 1-888-270-9936(Toll-free North America) (2) Enter the MEETING NUMBER: 9415468 Proposers who are interested in participating via telephone should send an e-mail to the contact person listed in this RFQ expressing their intent to participate via telephone. 6. PRE-PROPOSAL INTERPRETATIONS. Oral information or responses to questions received by prospective Proposers are not binding on the City and will be without legal effect, including any information received at pre- submittal meeting or site visit(s). The City by means of Addenda will issue interpretations or written addenda clarifications considered necessary by the City in response to questions. Only questions answered by written addenda will be binding and may supersede terms noted in this solicitation. Addendum will be released through PublicPurchase. Any prospective proposer who has received this RFQ by any means other than through PublicPurchace must register immediately with PublicPurchase to assure it receives any addendum issued to this RFQ. Failure to receive an addendum may result in disqualification of proposal. Written questions should be received no later than the date outlined in the Anticipated RFQ Timetable section. 7. CONE OF SILENCE. This RFQ is subject to, and all proposers are expected to be or become familiar with, the City's Cone of Silence Requirements, as codified in Section 2-486 of the City Code. Proposers shall be solely responsible for ensuring that all applicable provisions of the City's Cone of Silence are complied with, and shall be subject to any and all sanctions, as prescribed therein, including rendering their response voidable, in the event of such non-compliance. Communications regarding this solicitation are to be submitted in writing to the Procurement Contact named herein with a copy to the City Clerk at rafaelgranado@miamibeachfl.gov RFQ 2017-242-WG 4 BEACh 8. SPECIAL NOTICES. You are hereby advised that this solicitation is subject to the following ordinances/resolutions, which may be found on the City Of Miami Beach website: http://web.miamibeachfl.qov/procurement/scroll.aspx?id=23510 • CONE OF SILENCE CITY CODE SECTION 2-486 • PROTEST PROCEDURES CITY CODE SECTION 2-371 • DEBARMENT PROCEEDINGS CITY CODE SECTIONS 2-397 THROUGH 2-485.3 • LOBBYIST REGISTRATION AND DISCLOSURE OF FEES CITY CODE SECTIONS 2-481 THROUGH 2-406 • CAMPAIGN CONTRIBUTIONS BY VENDORS CITY CODE SECTION 2-487 • CAMPAIGN CONTRIBUTIONS BY LOBBYISTS ON PROCUREMENT ISSUES CITY CODE SECTION 2-488 • REQUIREMENT FOR CITY CONTRACTORS TO PROVIDE EQUAL BENEFITS FOR DOMESTIC PARTNERS CITY CODE SECTION 2-373 • LIVING WAGE REQUIREMENT CITY CODE SECTIONS 2107 THROUGH 2 110 • PREFERENCE FOR FLORIDA SMALL BUSINESSES OWNED AND CONTROLLED BY VETERANS AND TO STATE-CERTIFIED SERVICE- DISABLED VETERAN BUSINESS ENTERPRISES CITY CODE SECTION 2-374 • FALSE CLAIMS ORDINANCE CITY CODE SECTION 70-300 • ACCEPTANCE OF GIFTS,FAVORS&SERVICES CITY CODE SECTION 2-449 9. PUBLIC ENTITY CRIME. A person or affiliate who has been placed on the convicted vendor list following a conviction for public entity crimes may not submit a bid on a contract to provide any goods or services to a public entity, may not submit a bid on a contract with a public entity for the construction or repair of a public building or public work, may not submit bids on leases of real property to public entity, may not be awarded or perform work as a contractor, supplier, sub-contractor, or consultant under a contract with a public entity, and may not transact business with any public entity in excess of the threshold amount provided in Sec. 287.017, for CATEGORY TWO for a period of 36 months from the date of being placed on the convicted vendor list. 10. COMPLAINCE WITH THE CITY'S LOBBYIST LAWS. This RFQ is subject to, and all Proposers are expected to be or become familiar with, all City lobbyist laws. Proposers shall be solely responsible for ensuring that all City lobbyist laws are complied with, and shall be subject to any and all sanctions, as prescribed therein, including, without limitation, disqualification of their responses, in the event of such non-compliance. 11. DEBARMENT ORDINANCE: This RFQ is subject to, and all proposers are expected to be or become familiar with, the City's Debarment Ordinance as codified in Sections 2-397 through 2-406 of the City Code. 12. WITH THE CITY'S CAMPAIGN FINANCE REFORM LAWS. This RFQ is subject to, and all Proposers are expected to be or become familiar with, the City's Campaign Finance Reform laws, as codified in Sections 2-487 through 2-490 of the City Code. Proposers shall be solely responsible for ensuring that all applicable provisions of the City's Campaign Finance Reform laws are complied with, and shall be subject to any and all sanctions, as prescribed therein, including disqualification of their responses, in the event of such non-compliance. 13. CODE OF BUSINESS ETHICS. Pursuant to City Resolution No.2000-23879, the Proposer shall adopt a Code of Business Ethics ("Code") and submit that Code to the Procurement Division with its response or within five (5) days upon receipt of request. The Code shall, at a minimum, require the Proposer, to comply with all applicable governmental rules and regulations including, among others, the conflict of interest, lobbying and ethics provision of the City of Miami Beach and Miami Dade County. RFQ 2017-242-WG 5 m I BEACH 14. AMERICAN WITH DISABILITIES ACT (ADA). Call 305-673-7490 to request material in accessible format; sign language interpreters(five (5)days in advance when possible), or information on access for persons with disabilities. For more information on ADA compliance, please call the Public Works Department, at 305-673- 7000, Extension 2984. 15. POSTPONEMENT OF DUE DATE FOR RECEIPT OF PROPOSALS. The City reserves the right to postpone the deadline for submittal of proposals and will make a reasonable effort to give at least three (3) calendar days written notice of any such postponement to all prospective Proposers through PublicPurchase. 16. PROTESTS. Proposers that are not selected may protest any recommendation for selection of award in accordance with eh proceedings established pursuant to the City's bid protest procedures, as codified in Sections 2- 370 and 2-371 of the City Code (the City's Bid Protest Ordinance). Protest not timely made pursuant to the requirements of the City's Bid Protest Ordinance shall be barred. 17. NOT USED. 18.VETERAN BUSINESS ENTERPRISES PREFERENCE. Pursuant to City Code Section 2-374, the City shall give a preference to a responsive and responsible Proposer which is a small business concern owned and controlled by a veteran(s) or which is a service-disabled veteran business enterprise, and which is within five percent (5%) of the lowest responsive, responsible proposer, by providing such proposer an opportunity of providing said goods or contractual services for the lowest responsive proposal amount (or in this RFQ, the highest proposal amount). Whenever, as a result of the foregoing preference, the adjusted prices of two (2) or more proposers which are a small business concern owned and controlled by a veteran(s) or a service-disabled veteran business enterprise constitute the lowest proposal pursuant to an RFQ or oral or written request for quotation, and such proposals are responsive, responsible and otherwise equal with respect to quality and service, then the award shall be made to the service-disabled veteran business enterprise. 19. DETERMINATION OF AWARD. The final ranking results of Step 1 & 2 outlined in Section 0400, Evaluation of Proposals, will be considered by the City Manager who may recommend to the City Commission the Proposer(s) s/he deems to be in the best interest of the City or may recommend rejection of all proposals. The City Manager's recommendation need not be consistent with the scoring results identified herein and takes into consideration Miami Beach City Code Section 2-369, including the following considerations: (1)The ability, capacity and skill of the Proposer to perform the contract. (2)Whether the Proposer can perform the contract within the time specified, without delay or interference. (3) The character, integrity, reputation,judgment, experience and efficiency of the Proposer. (4)The quality of performance of previous contracts. (5)The previous and existing compliance by the Proposer with laws and ordinances relating to the contract. The City Commission shall consider the City Manager's recommendation and may approve such recommendation. The City Commission may also, at its option, reject the City Manager's recommendation and select another Proposal or Proposals which it deems to be in the best interest of the City, or it may also reject all Proposals. RFQ 2017-242-WG 6 BEACH 20. NEGOTIATIONS. Following selection, the City reserves the right to enter into further negotiations with the selected Proposer. Notwithstanding the preceding, the City is in no way obligated to enter into a contract with the selected Proposer in the event the parties are unable to negotiate a contract. It is also understood and acknowledged by Proposers that no property, contract or legal rights of any kind shall be created at any time until and unless an Agreement has been agreed to; approved by the City; and executed by the parties. 21. Postponement/Cancellation/Acceptance/Rejection. The City may, at its sole and absolute discretion, reject any and all, or parts of any and all, responses; re-advertise this RFQ; postpone or cancel, at any time, this RFQ process; or waive any irregularities in this RFQ, or in any responses received as a result of this RFQ. Reasonable efforts will be made to either award the proposer the contract or reject all proposals within one-hundred twenty(120) calendar days after proposal opening date. A proposer may withdraw its proposal after expiration of one hundred twenty (120) calendar days from the date of proposal opening by delivering written notice of withdrawal to the Department of Procurement Management prior to award of the contract by the City Commission. 22. PROPOSER'S RESPONSIBILITY. Before submitting a response, each Proposer shall be solely responsible for making any and all investigations, evaluations, and examinations, as it deems necessary, to ascertain all conditions and requirements affecting the full performance of the contract. Ignorance of such conditions and requirements, and/or failure to make such evaluations, investigations, and examinations, will not relieve the Proposer from any obligation to comply with every detail and with all provisions and requirements of the contract, and will not be accepted as a basis for any subsequent claim whatsoever for any monetary consideration on the part of the Proposer. 23. COSTS INCURRED BY PROPOSERS.All expenses involved with the preparation and submission of Proposals, or any work performed in connection therewith, shall be the sole responsibility (and shall be at the sole cost and expense)of the Proposer, and shall not be reimbursed by the City. 24. RELATIONSHIP TO THE CITY. It is the intent of the City, and Proposers hereby acknowledge and agree, that the successful Proposer is considered to be an independent contractor, and that neither the Proposer, nor the Proposer's employees, agents, and/or contractors, shall, under any circumstances, be considered employees or agents of the City. 24. OCCUPATIONAL HEALTH AND SAFETY. In compliance with Chapter 442, Florida Statutes, any toxic substance listed in Section 38F-41.03 of the Florida Administrative Code delivered as a result of this proposal must be accompanied by a Material Safety Data Sheet(MSDS) which may be obtained from the manufacturer. 25. ENVIRONMENTAL REGULATIONS. The City reserves the right to consider a proposer's history of citations and/or violations of environmental regulations in investigating a proposer's responsibility, and further reserves the right to declare a proposer not responsible if the history of violations warrant such determination in the opinion of the City. Proposer shall submit with its proposal, a complete history of all citations and/or violations, notices and dispositions thereof. The non-submission of any such documentation shall be deemed to be an affirmation by the Proposer that there are no citations or violations. Proposer shall notify the City immediately of notice of any citation or violation which proposer may receive after the proposal opening date and during the time of performance of any contract awarded to it. RFQ 2017-242-WG 7 m I F BEACH 26. TAXES. The City of Miami Beach is exempt from all Federal Excise and State taxes. 27. MISTAKES. Proposers are expected to examine the terms, conditions, specifications, delivery schedules, proposed pricing, and all instructions pertaining to the goods and services relative to this RFQ. Failure to do so will be at the Proposer's risk and may result in the Proposal being non-responsive. 28. PAYMENT. Payment will be made by the City after the goods or services have been received, inspected, and found to comply with contract, specifications, free of damage or defect, and are properly invoiced. Invoices must be consistent with Purchase Order format. 29. COPYRIGHT, PATENTS & ROYALTIES. Proposer shall indemnify and save harmless the City of Miami Beach, Florida, and its officers, employees, contractors, and/or agents, from liability of any nature or kind, including cost and expenses for, or on account of, any copyrighted, patented, or unpatented invention, process, or article manufactured or used in the performance of the contract, including its use by the City of Miami Beach, Florida. If the Proposer uses any design, device or materials covered by letters, patent, or copyright, it is mutually understood and agreed, without exception, that the proposal prices shall include all royalties or cost arising from the use of such design, device, or materials in any way involved in the work. 30. DEFAULT: Failure or refusal of the selected Proposer to execute a contract following approval of such contract by the City Commission, or untimely withdrawal of a response before such award is made and approved, may result in a claim for damages by the City and may be grounds for removing the Proposer from the City's vendor list. 31. MANNER OF PERFORMANCE. Proposer agrees to perform its duties and obligations in a professional manner and in accordance with all applicable Local, State, County, and Federal laws, rules, regulations and codes. Lack of knowledge or ignorance by the Proposer with/of applicable laws will in no way be a cause for relief from responsibility. Proposer agrees that the services provided shall be provided by employees that are educated, trained, experienced, certified, and licensed in all areas encompassed within their designated duties. Proposer agrees to furnish to the City any and all documentation, certification, authorization, license, permit, or registration currently required by applicable laws, rules, and regulations. Proposer further certifies that it and its employees will keep all licenses, permits, registrations, authorizations, or certifications required by applicable laws or regulations in full force and effect during the term of this contract. Failure of Proposer to comply with this paragraph shall constitute a material breach of this contract. Where contractor is required to enter or go on to City of Miami Beach property to deliver materials or perform work or services as a result of any contract resulting from this solicitation, the contractor will assume the full duty, obligation and expense of obtaining all necessary licenses, permits, and insurance, and assure all work complies with all applicable laws. The contractor shall be liable for any damages or loss to the City occasioned by negligence of the Proposer, or its officers, employees, contractors, and/or agents, for failure to comply with applicable laws. 32. SPECIAL CONDITIONS. Any and all Special Conditions that may vary from these General Terms and Conditions shall have precedence. 33. NON-DISCRIMINATION. The Proposer certifies that it is in compliance with the non-discrimination clause contained in Section 202, Executive Order 11246, as amended by Executive Order 11375, relative to equal employment opportunity for all persons without regard to race, color, religion, sex or national origin. In accordance with the City's Human Rights Ordinance, codified in Chapter 62 of the City Code, Proposer shall prohibit discrimination by reason of race, color, national origin, religion, sex, intersexuality, gender identity, sexual orientation, marital and familial status, and age or disability. RFQ 2017-242-WG 8 BEACH 34. DEMONSTRATION OF COMPETENCY. The city may consider any evidence available regarding the financial, technical, and other qualifications and abilities of a Proposer, including past performance (experience) in making an award that is in the best interest of the City, including: A. Pre-award inspection of the Proposer's facility may be made prior to the award of contract. B. Proposals will only be considered from firms which are regularly engaged in the business of providing the goods and/or services as described in this solicitation. C. Proposers must be able to demonstrate a good record of performance for a reasonable period of time, and have sufficient financial capacity, equipment, and organization to ensure that they can satisfactorily perform the services if awarded a contract under the terms and conditions of this solicitation. D. The terms "equipment and organization", as used herein shall, be construed to mean a fully equipped and well established company in line with the best business practices in the industry, and as determined by the City of Miami Beach. E. The City may consider any evidence available regarding the financial, technical, and other qualifications and abilities of a Proposer, including past performance(experience), in making an award that is in the best interest of the City. F. The City may require Proposer s to show proof that they have been designated as authorized representatives of a manufacturer or supplier, which is the actual source of supply. In these instances, the City may also require material information from the source of supply regarding the quality, packaging, and characteristics of the products to be supply to the City. 35. ASSIGNMENT. The successful Proposer shall not assign, transfer, convey, sublet or otherwise dispose of the contract, including any or all of its right, title or interest therein, or his/her or its power to execute such contract, to any person, company or corporation, without the prior written consent of the City. 36. LAWS, PERMITS AND REGULATIONS. The Proposer shall obtain and pay for all licenses, permits, and inspection fees required to complete the work and shall comply with all applicable laws. 37. OPTIONAL CONTRACT USAGE. When the successful Proposer(s) is in agreement, other units of government or non-profit agencies may participate in purchases pursuant to the award of this contract at the option of the unit of government or non-profit agency. 38. VOLUME OF WORK TO BE RECEIVED BY CONTRACTOR. It is the intent of the City to purchase the goods and services specifically listed in this solicitation from the contractor. However, the City reserves the right to purchase any goods or services awarded from state or other governmental contract, or on an as-needed basis through the City's spot market purchase provisions. 39. DISPUTES. In the event of a conflict between the documents, the order of priority of the documents shall be as follows: A. Any contract or agreement resulting from the award of this solicitation; then B. Addendum issued for this solicitation, with the latest Addendum taking precedence; then C. The solicitation; then D. The Proposer's proposal in response to the solicitation. RFQ 2017-242-WG 9 BEACH 40. INDEMNIFICATION. The Proposer shall indemnify and hold harmless the City and its officers, employees, agents and instrumentalities from any and all liability, losses or damages, including attorney's fees and costs of defense, which the City or its officers, employees, agents or instrumentalities may incur as a result of claims, demands, suits, causes of actions or proceedings of any kind or nature arising out of, relating to or resulting from the performance of the agreement by the contractor or its employees, agents, servants, partners, principals or subcontractors. The contractor shall pay all claims and losses in connection therewith, and shall investigate and defend all claims, suits or actions of any kind or nature in the name of the City, where applicable, including appellate proceedings, and shall pay all costs, judgments, and attorney's fees which may be incurred thereon. The Proposer expressly understands and agrees that any insurance protection required by this Agreement or otherwise provided by the contractor shall in no way limit the responsibility to indemnify, keep and save harmless and defend the City or its officers, employees, agents and instrumentalities as herein provided. The above indemnification provisions shall survive the expiration or termination of this Agreement. 41. CONTRACT EXTENSION. The City reserves the right to require the Contractor to extend contract past the stated termination date for a period of up to 120 days in the event that a subsequent contract has not yet been awarded. Additional extensions past the 120 days may occur as needed by the City and as mutually agreed upon by the City and the contractor. 42. FLORIDA PUBLIC RECORDS LAW. Proposers are hereby notified that all Bid including, without limitation, any and all information and documentation submitted therewith, are exempt from public records requirements under Section 119.07(1), Florida Statutes, and s. 24(a), Art. 1 of the State Constitution until such time as the City provides notice of an intended decision or until thirty (30) days after opening of the proposals, whichever is earlier. Additionally, Contractor agrees to be in full compliance with Florida Statute 119.0701 including, but not limited to, agreement to (a) Keep and maintain public records that ordinarily and necessarily would be required by the public agency in order to perform the services; (b) provide the public with access to public records on the same terms and conditions that the public agency would provide the records and at a cost that does not exceed the cost provided in this chapter or as otherwise provided by law; (c) Ensure that public records that are exempt or confidential and exempt from public records disclosure requirements are not disclosed except as authorized by law; (d) Meet all requirements for retaining public records and transfer, at no cost, to the public agency all public records in possession of the contractor upon termination of the contract and destroy any duplicate public records that are exempt or confidential and exempt from public records disclosure requirements. All records stored electronically must be provided to the public agency in a format that is compatible with the information technology systems of the public agency. 43. OBSERVANCE OF LAWS. Proposers are expected to be familiar with, and comply with, all Federal, State, County, and City laws, ordinances, codes, rules and regulations, and all orders and decrees of bodies or tribunals having jurisdiction or authority which, in any manner, may affect the scope of services and/or project contemplated by this RFQ (including, without limitation, the Americans with Disabilities Act, Title VII of the Civil Rights Act, the EEOC Uniform Guidelines, and all EEO regulations and guidelines). Ignorance of the law(s) on the part of the Proposer will in no way relieve it from responsibility for compliance. 44. CONFLICT OF INTEREST. All Proposers must disclose, in their Proposal, the name(s) of any officer, director, agent, or immediate family member(spouse, parent, sibling, and child) who is also an employee of the City of Miami Beach. Further, all Proposers must disclose the name of any City employee who owns, either directly or indirectly, an interest of ten (10%) percent or more in the Proposer entity or any of its affiliates. RFQ 2017-242-WG 10 BEACH 45. MODIFICATION/WITHDRAWALS OF PROPOSALS.A Proposer may submit a modified Proposal to replace all or any portion of a previously submitted Proposal up until the Proposal due date and time. Modifications received after the Proposal due date and time will not be considered. Proposals shall be irrevocable until contract award unless withdrawn in writing prior to the Proposal due date, or after expiration of 120 calendar days from the opening of Proposals without a contract award. Letters of withdrawal received after the Proposal due date and before said expiration date, and letters of withdrawal received after contract award will not be considered. 47. EXCEPTIONS TO RFQ. Proposers must clearly indicate any exceptions they wish to take to any of the terms in this RFQ, and outline what, if any, alternative is being offered. All exceptions and alternatives shall be included and clearly delineated, in writing, in the Proposal. The City, at its sole and absolute discretion, may accept or reject any or all exceptions and alternatives. In cases in which exceptions and alternatives are rejected, the City shall require the Proposer to comply with the particular term and/or condition of the RFQ to which Proposer took exception to (as said term and/or condition was originally set forth on the RFQ). 48.ACCEPTANCE OF GIFTS, FAVORS, SERVICES. Proposers shall not offer any gratuities, favors, or anything of monetary value to any official, employee, or agent of the City, for the purpose of influencing consideration of this Proposal. Pursuant to Sec. 2-449 of the City Code, no officer or employee of the City shall accept any gift, favor or service that might reasonably tend improperly to influence him in the discharge of his official duties. 49. SUPPLEMENTAL INFORMATION. City reserves the right to request supplemental information from Proposers at any time during the RFQ solicitation process. 50. ADDITIONAL SERVICES. Although this solicitation and resultant contract identifies specific goods, services or facilities ("items"), it is hereby agreed and understood that the City, through the approval of the Department and Procurement Directors (for additional items up to $50,000) or the City Manager (for additional items greater than $50,000), may require additional items to be added to the Contract which are required to complete the work. When additional items are required to be added to the Contract, awarded vendor(s), as applicable to the item being requested, under this contract may be invited to submit price quote(s) for these additional requirements. If these quote(s) are determined to be fair and reasonable, then the additional work will be awarded to the current contract vendor(s) that offers the lowest acceptable pricing. The additional items shall be added to this contract by through a Purchase Order(or Change Order if Purchase Order already exists). In some cases, the City may deem it necessary to add additional items through a formal amendment to the Contract, to be approved by the City Manager. The City may determine to obtain price quotes for the additional items from other vendors in the event that fair and reasonable pricing is not obtained from the current contract vendors, or for other reasons at the City's discretion. Balance of Page Intentionally Left Blank RFQ 2017-242-WG 11 BEACH SECTION 0300 SUBMITTAL INSTRUCTIONS AND FORMAT 1. SEALED RESPONSES. One original Statement of Qualifications (preferably in 3-ring binder) must be submitted in an opaque, sealed envelope or container on or before the due date established for the receipt of proposals. Additionally, ten (10) bound copies and one (1) electronic format (CD or USB format) are to be submitted. The following information should be clearly marked on the face of the envelope or container in which the proposal is submitted: solicitation number, solicitation title, proposer name, proposer return address. Statement of Qualifications received electronically, either through email or facsimile, are not acceptable and will be rejected. 2. LATE BIDS. Statement of Qualifications are to be received on or before the due date established herein for the receipt of Bids. Any Bid received after the deadline established for receipt of Statement of Qualifications will be considered late and not be accepted or will be returned to proposer unopened. The City does not accept responsibility for any delays, natural or otherwise. 3. STATEMENTS OF QUALIFICATIONS FORMAT. In order to maintain comparability, facilitate the review process and assist the Evaluation Committee in review of Statement of Qualifications, it is strongly recommended that Statement of Qualifications be organized and tabbed in accordance with the sections and manner specified below. Hard copy submittal should be tabbed as enumerated below and contain a table of contents with page references. Electronic copies should also be tabbed and contain a table of contents with page references. Statement of Qualifications that do not include the required information will be deemed non-responsive and will not be considered. TAB 1 Cover Letter&Minimum Qualifications Requirements 1.1 Cover Letter and Table of Contents. The cover letter must indicate Proposer and Proposer Primary Contact for the purposes of this solicitation. 1.2 Response Certification, Questionnaire & Requirements Affidavit (Appendix A). Attach Appendix A fully completed and executed. 1.3 Minimum Qualifications Requirements. Submit verifiable information documenting compliance with the minimum qualifications requirements established in Appendix C, Minimum Requirements and Specifications. TAB 2 Experience&Qualifications 2.1 Qualifications of Proposing Firm. Submit detailed information regarding the firm's history and relevant experience and proven track record of providing the scope of services similar as identified in this solicitation, including experience in providing similar scope of services to public sector agencies. For each project that the proposer submits as evidence of similar experience, the following is required: project description, agency name, agency contact, contact telephone & email, and year(s) and term of engagement. 2.2 Qualifications of Proposer Team. Provide an organizational chart of all personnel and consultants to be used for this project if awarded, the role that each team member will play in providing the services detailed herein and each team members' qualifications. A resume of each individual, including education, experience, and any other pertinent information, shall be included for each respondent team member to be assigned to this contract. TAB 3 Approach and Methodology Submit detailed information addressing the experience Proposer has in achieving each portion of the scope of services and technical requirements outlined in Appendix C, Minimum Requirements and Specifications. Responses should be in sufficient detail and include supporting documentation, as applicable, which will allow the Evaluation Committee to complete a full review of the Proposer's approach and methodology on similar engagements, including (but not limited to) representing municipalities before all state agencies in Tallahassee, FL, which may have bearing on the ability of the City to make the best use of state programs such as grant opportunities and funding availability for transportation, community and economic development, environmental matters, beach re-nourishment, infrastructure improvement, emergency recovery efforts, housing and urban development, homeless programs, intermodal programs and any other areas of to the City. RFQ 2017-242-WG 12 BEAC Provide details on the approach Proposer has used in developing and executing legislative strategy, draft legislation, and securing the introduction of legislation, as well as approach and methodology used to prevent/advocate against the passage of bills that adversely affect client interests. Provide details on the approach Proposer has reviewed, identified and monitored federal legislative, executive, and regulatory policy changes or developments for the purpose of advising clients on those items which may have a significant bearing on policies, funding, and programs. Note: After proposal submittal, the City reserves the right to require additional information from Proposer (or proposer team members or sub-consultants) to determine: qualifications (including, but not limited to, litigation history, regulatory action, or additional references); and financial capability (including, but not limited to, annual reviewed/audited financial statements with the auditors notes for each of their last two complete fiscal years). RFQ 2017-242-WG 13 [fl ' E BEACH SECTION 0400 STATEMENTS OF QUALIFICATIONS EVALUATION 1. Evaluation Committee. An Evaluation Committee, appointed by the City Manager, shall meet to evaluate each Statement of Qualifications in accordance with the requirements set forth in the solicitation. If further information is desired, Proposals may be requested to make additional written submissions of a clarifying nature or oral presentations to the Evaluation Committee. The evaluation of Statement of Qualifications will proceed in a two-step process as noted below. It is important to note that the Evaluation Committee will score the qualitative portions of the Statement of Qualifications only. The Evaluation Committee does not make an award recommendation to the City Manager. The results of Step 1 & Step 2 Evaluations will be forwarded to the City Manager who will utilize the results to make a recommendation to the City Commission. In the event that only one responsive proposal is received, the City Manager, after determination that the sole responsive proposal materially meets the requirements of the RFP, may, without an evaluation committee, recommend to the City Commission that the Administration enter into negotiations. The City, in its discretion, may utilize technical or other advisers to assist the evaluation committee in the evaluation of proposals. 2. Step 1 Evaluation. The first step will consist of the qualitative criteria listed below to be considered by the Evaluation Committee. The second step will consist of quantitative criteria established below to be added to the Evaluation Committee results by the Department of Procurement Management. An Evaluation Committee, appointed by the City Manager, shall meet to evaluate each Statement of Qualifications in accordance with the qualifications criteria established below for Step 1, Qualitative Criteria. In doing so, the Evaluation Committee may review and score all proposals received, with or without conducting interview sessions. Step 1-Qualitative Criteria Maximum Points Proposer Experience and Qualifications 60 Approach and Methodology 40 TOTAL AVAILABLE STEP 1 POINTS 100 3. Step 2 Evaluation. Following the results of Step 1 Evaluation of qualitative criteria, the Proposer may receive additional quantitative criteria points to be added by the Department of Procurement Management to those points earned in Step 1, as follows. Step 2-Quantitative Criteria Veterans Preference 5 TOTAL AVAILABLE STEP 2 POINTS RFQ 2017-242—WG 14 m MIAMI BEACH 5. Determination of Final Ranking. At the conclusion of the Evaluation Committee Step 1 scoring, Step 2 Points will be added to each evaluation committee member's scores by the Department of Procurement Management. Step 1 and 2 scores will be converted to rankings in accordance with the example below: Proposer Proposer Proposer A B C Step 1 Points 82 76 80 Step 2 Points 22 15 12 Committee Total 104 91 92 Member 1 Rank 1 3 2 Step 1 Points 79 85 72 Step 2 Points 22 15 12 Committee Total 101 100 84 Member 2 Rank 1 2 3 Step 1 Points 80 74 66 Step 2 Points 22 15 12 Committee Total 102 89 78 Member 2 Rank 1 2 3 Low Aggregate Score 3 7 8 Final Ranking* 1 2 3 * Final Ranking is presented to the City Manager for further due diligence and recommendation to the City Commission. Final Ranking does not constitute an award recommendation until such time as the City Manager has made his recommendation to the City Commission, which may be different than final ranking results. RFQ 2017-242-WG 15 APPENDIX A M ARA BEACH Response Certification , Questionnaire & Requirements Affidavit 2017-242-WG STATE LEGISLATIVE CONSULTING SERVICES PROCUREMENT DEPARTMENT 1755 Meridian Avenue, 3rd Floor Miami Beach, Florida 33139 RFQ 2017-242-WG 16 Solicitation No: Solicitation Title: 2017-242-WG State Legislative Consulting Services Procurement Contact Tel: Email: William Garviso, CPPB (305)673-7000#6650 williamgarviso@miamibeachfl.gov STATEMENTS OF QUALIFICATIONS CERTIFICATION, QUESTIONNAIRE&REQUIREMENTS AFFIDAVIT Purpose: The purpose of this Response Certification, Questionnaire and Requirements Affidavit Form is to inform prospective Proposals of certain solicitation and contractual requirements, and to collect necessary information from Proposals in order that certain portions of responsiveness, responsibility and other determining factors and compliance with requirements may be evaluated. This Statement of Qualifications Certification, Questionnaire and Requirements Affidavit Form is a REQUIRED FORM that must be submitted fully completed and executed. 1. General Proposer Information. FIRM NAME: No of Years in Business: No of Years in Business Locally: No of Employees: OTHER NAME(S)PROPOSER HAS OPERATED UNDER IN THE LAST 10 YEARS: FIRM PRIMARY ADDRESS(HEADQUARTERS): CITY: STATE: ZIP CODE: TELEPHONE NO.: TOLL FREE NO.: FAX NO.: FIRM LOCAL ADDRESS: CITY: STATE: ZIP CODE: PRIMARY ACCOUNT REPRESENTATIVE FOR THIS ENGAGEMENT: ACCOUNT REP TELEPHONE NO.: ACCOUNT REP TOLL FREE NO.: ACCOUNT REP EMAIL: FEDERAL TAX IDENTIFICATION NO.: The City reserves the right to seek additional information from proposer or other source(s), including but not limited to: any firm or principal information, applicable licensure, resumes of relevant individuals,client information,financial information, or any information the City deems necessary to evaluate the capacity of the proposer to perform in accordance with contract requirements. RFQ 2017-242—WG 17 1. Veteran Owned Business.Is Pro oser claiming a veteran owned business status? YES NO SUBMITTAL REQUIREMENT: Proposers claiming veteran owned business status shall submit a documentation proving that firm is certified as a veteran-owned business or a service-disabled veteran owned business by the State of Florida or United States federal government,as required pursuant to ordinance 2011-3748. 2. Conflict Of Interest.All Proposers must disclose, in their Proposal,the name(s)of any officer,director,agent,or immediate family member (spouse, parent, sibling, and child) who is also an employee of the City of Miami Beach. Further, all Proposers must disclose the name of any City employee who owns, either directly or indirectly, an interest of ten (10%) percent or more in the Proposer entity or any of its affiliates. SUBMITTAL REQUIREMENT: Proposers must disclose the name(s) of any officer, director, agent, or immediate family member (spouse,parent,sibling, and child)who is also an employee of the City of Miami Beach. Proposers must also disclose the name of any City employee who owns,either directly or indirectly, an interest of ten (10%) percent or more in the Proposer entity or any of its affiliates 3. References&Past Performance.Proposer shall submit at least three(3)references for whom the Proposer has completed work similar in size and nature as the work referenced in solicitation. SUBMITTAL REQUIREMENT: For each reference submitted, the following information is required: 1) Firm Name, 2) Contact Individual Name&Title,3)Address,4)Telephone,5)Contact's Email and 6)Narrative on Scope of Services Provided. 4. Suspension,Debarment or Contract Cancellation.Has Proposer ever been debarred,suspended or other legal violation,or had a contract cancelled due to non- erformance by anpublic sector agency? YES an NO SUBMITTAL REQUIREMENT: If answer to above is "YES," Proposer shall submit a statement detailing the reasons that led to action(s). 5. Vendor Campaign Contributions. Proposers are expected to be or become familiar with, the City's Campaign Finance Reform laws, as codified in Sections 2-487 through 2-490 of the City Code. Proposers shall be solely responsible for ensuring that all applicable provisions of the City's Campaign Finance Reform laws are complied with,and shall be subject to any and all sanctions, as prescribed therein,including disqualification of their Proposals,in the event of such non-compliance. SUBMITTAL REQUIREMENT: Submit the names of all individuals or entities (including your sub-consultants) with a controlling financial interest as defined in solicitation. For each individual or entity with a controlling financial interest indicate whether or not each individual or entity has contributed to the campaign either directly or indirectly, of a candidate who has been elected to the office of Mayor or City Commissioner for the City of Miami Beach. 6. Code of Business Ethics.Pursuant to City Resolution No.2000-23879,each person or entity that seeks to do business with the City shall adopt a Code of Business Ethics("Code")and submit that Code to the Department of Procurement Management with its proposal/response or within five (5)days upon receipt of request. The Code shall, at a minimum, require the Proposer,to comply with all applicable governmental rules and regulations including, among others, the conflict of interest, lobbying and ethics provision of the City of Miami Beach and Miami Dade County. SUBMITTAL REQUIREMENT: Proposer shall submit firm's Code of Business Ethics. In lieu of submitting Code of Business Ethics, Proposer may submit a statement indicating that it will adopt,as required in the ordinance,the City of Miami Beach Code of Ethics,available at www.miamibeachfl.gov/procurement/. RFQ 2017-242—WG 18 7. Same(in a particular year). 8. Equal Benefits for Employees with Spouses and Employees with Domestic Partners.When awarding competitively solicited contracts valued at over$100,000 whose contractors maintain 51 or more full time employees on their payrolls during 20 or more calendar work weeks, the Equal Benefits for Domestic Partners Ordinance 2005-3494 requires certain contractors doing business with the City of Miami Beach, who are awarded a contract pursuant to competitive proposals, to provide"Equal Benefits"to their employees with domestic partners, as they provide to employees with spouses. The Ordinance applies to all employees of a Contractor who work within the City limits of the City of Miami Beach,Florida;and the Contractor's employees located in the United States, but outside of the City of Miami Beach limits, who are directly performing work on the contract within the City of Miami Beach. A. Does your company provide or offer access to any benefits to employees with spouses or to spouses of employees? YES NO B. Does your company provide or offer access to any benefits to employees with(same or opposite sex)domestic partners*or to domestic partners of employees? YES NO C. Please check all benefits that apply to your answers above and list in the "other"section any additional benefits not already specified. Note: some benefits are provided to employees because they have a spouse or domestic partner, such as bereavement leave;other benefits are provided directly to the spouse or domestic partner,such as medical insurance. BENEFIT Firm Provides for Firm Provides for Firm does not Employees with Employees with Provide Benefit Spouses Domestic Partners Health Sick Leave Family Medical Leave Bereavement Leave If Proposer cannot offer a benefit to domestic partners because of reasons outside your control, (e.g., there are no insurance providers in your area willing to offer domestic partner coverage)you may be eligible for Reasonable Measures compliance. To comply on this basis, you must agree to pay a cash equivalent and submit a completed Reasonable Measures Application (attached)with all necessary documentation.Your Reasonable Measures Application will be reviewed for consideration by the City Manager, or his designee. Approval is not guaranteed and the City Manager's decision is final. Further information on the Equal Benefits requirement is available at www.miamibeachfl.gov/procurement/. RFQ 2017-242—WG 19 9. Public Entity Crimes.Section 287.133(2)(a),Florida Statutes,as currently enacted or as amended from time to time,states that 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, proposal, or reply on a contract to provide any goods or services to a public entity; may not submit a proposal, proposal,or reply on a contract with a public entity for the construction or repair of a public building or public work; may not submit proposals, proposals, or replies 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 in excess of the threshold amount provided in s. 287.017 for CATEGORY TWO for a period of 36 months following the date of being placed on the convicted vendor list. SUBMITTAL REQUIREMENT: No additional submittal is required. By virtue of executing this affidavit document, Proposer agrees with the requirements of Section 287.133,Florida Statutes,and certifies it has not been placed on convicted vendor list. 10. Non-Discrimination.Pursuant to City Ordinance No.2016-3990,the City shall not enter into a contract with a business unless the business represents that it does not and will not engage in a boycott as defined in Section 2-375(a)of the City Code, including the blacklisting,divesting from, or otherwise refusing to deal with a person or entity when such action is based on race,color, national origin,religion,sex,intersexuality,gender identity,sexual orientation,marital or familial status,age or disability. SUBMITTAL REQUIREMENT: No additional submittal is required. By virtue of executing this affidavit document, Proposer agrees it is and shall remain in full compliance with Section 2-375 of the City of Miami Beach City Code. 11. Moratorium on Travel to and the Purchase of Goods or Services from North Carolina and Mississippi. Pursuant to Resolution 2016-29375, the City of Miami Beach, Florida, prohibits official City travel to the states of North Carolina and Mississippi, as well as the purchase of goods or services sourced in North Carolina and Mississippi. Proposer shall agree that no travel shall occur on behalf of the City to North Carolina or Mississippi, nor shall any product or services it provides to the City be sourced from these states. SUBMITTAL REQUIREMENT: No additional submittal is required. By virtue of executing this affidavit document, Proposer agrees it is and shall remain in full compliance with Resolution 2016-29375. 12. Fair Chance Requirement. Pursuant to Section 2-376 of the City Code, the City shall not enter into any contract resulting from a competitive solicitation, unless the proposer certifies in writing that the business has adopted and employs written policies, practices, and standards that are consistent with the City's Fair Chance Ordinance, set forth in Article V of Chapter 62 of the City Code ("Fair Chance Ordinance"), and which, among other things, (i) prohibits City contractors, as an employer, from inquiring about an applicant's criminal history until the applicant is given a conditional offer of employment; (ii) prohibits advertising of employment positions with a statement that an individual with a criminal record may not apply for the position, and (iii) prohibits placing a statement on an employment application that a person with a criminal record may not apply for the position. SUBMITTAL REQUIREMENT: No additional submittal is required at this time. By virtue of executing this affidavit, Proposer certifies that it has adopted policies,practices and standards consistent with the City's Fair Chance Ordinance. Proposer agrees to provide the City with supporting documentation evidencing its compliance upon request. Proposer further agrees that any breach of the representations made herein shall constitute a material breach of contract, and shall entitle the City to the immediate termination for cause of the agreement,in addition to any damages that may be available at law and in equity. 13. Acknowledgement of Addendum. After issuance of solicitation, the City may release one or more addendum to the solicitation which may provide additional information to Proposers or alter solicitation requirements. The City will strive to reach every Proposer having received solicitation through the City's e-procurement system, PublicPurchase.com. However, Proposers are solely responsible for assuring they have received any and all addendum issued pursuant to solicitation.This Acknowledgement of Addendum section certifies that the Proposer has received all addendum released by the City pursuant to this solicitation. Failure to obtain and acknowledge receipt of all addendum may result in proposal disqualification. Initial to Confirm Initial to Confirm Initial to Confirm Receipt Receipt Receipt Addendum 1 Addendum 6 Addendum 11 Addendum 2 Addendum 7 Addendum 12 Addendum 3 Addendum 8 Addendum 13 Addendum 4 Addendum 9 Addendum 14 Addendum 5 Addendum 10 Addendum 15 RFQ 2017-242—WG 20 If additional confirmation of addendum is required,submit under separate cover. 14. Financial Capacity. When requested by the City, each proposer shall arrange for Dun & Bradstreet to submit a Supplier Qualification Report(SQR) directly to the Procurement Contact named herein. No proposal will be considered without receipt, by the City, of the SQR directly from Dun & Bradstreet. The cost of the preparation of the SQR shall be the responsibility of the Proposer.The Proposer shall request the SQR report from D&B at: https:lsu ppl ierportal.dnb.comlwebapplwcslstoreslservlet/SupplierPortal?storeld=11696 Proposals are responsible for the accuracy of the information contained in its SQR. It is highly recommended that each proposer review the information contained in its SQR for accuracy prior to submittal to the City and as early as possible in the solicitation process. For assistance with any portion of the SQR submittal process, contact Dun & Bradstreet at 800.424.2495. RFQ 2017-242—WG 21 DISCLOSURE AND DISCLAIMER SECTION The solicitation referenced herein is being furnished to the recipient by the City of Miami Beach (the"City")for the recipient's convenience. Any action taken by the City in response to Statement of Qualifications made pursuant to this solicitation,or in making any award,or in failing or refusing to make any award pursuant to such Statement of Qualifications, or in cancelling awards, or in withdrawing or cancelling this solicitation,either before or after issuance of an award,shall be without any liability or obligation on the part of the City. In its sole discretion,the City may withdraw the solicitation either before or after receiving Statement of Qualifications, may accept or reject Statement of Qualifications,and may accept Statement of Qualifications which deviate from the solicitation,as it deems appropriate and in its best interest. In its sole discretion,the City may determine the qualifications and acceptability of any party or parties submitting Statement of Qualifications in response to this solicitation. Following submission of Statement of Qualifications, the applicant agrees to deliver such further details, information and assurances, including financial and disclosure data, relating to the Statement of Qualifications and the applicant including, without limitation, the applicant's affiliates,officers,directors,shareholders,partners and employees,as requested by the City in its discretion. The information contained herein is provided solely for the convenience of prospective Proposals. It is the responsibility of the recipient to assure itself that information contained herein is accurate and complete.The City does not provide any assurances as to the accuracy of any information in this solicitation. Any reliance on these contents,or on any permitted communications with City officials, shall be at the recipient's own risk. Proposals should rely exclusively on their own investigations,interpretations, and analyses.The solicitation is being provided by the City without any warranty or representation, express or implied,as to its content, its accuracy,or its completeness. No warranty or representation is made by the City or its agents that any Statement of Qualifications conforming to these requirements will be selected for consideration, negotiation, or approval. The City shall have no obligation or liability with respect to this solicitation,the selection and the award process,or whether any award will be made.Any recipient of this solicitation who responds hereto fully acknowledges all the provisions of this Disclosure and Disclaimer,is totally relying on this Disclosure and Disclaimer,and agrees to be bound by the terms hereof.Any Statement of Qualifications submitted to the City pursuant to this solicitation are submitted at the sole risk and responsibility of the party submitting such Statement of Qualifications. This solicitation is made subject to correction of errors, omissions,or withdrawal from the market without notice. Information is for guidance only,and does not constitute all or any part of an agreement. The City and all Proposals will be bound only as, if and when a Statement of Qualifications, as same may be modified, and the applicable definitive agreements pertaining thereto, are approved and executed by the parties, and then only pursuant to the terms of the definitive agreements executed among the parties.Any response to this solicitation may be accepted or rejected by the City for any reason,or for no reason,without any resultant liability to the City. The City is governed by the Government-in-the-Sunshine Law, and all Statement of Qualifications and supporting documents shall be subject to disclosure as required by such law. All Statement of Qualifications shall be submitted in sealed proposal form and shall remain confidential to the extent permitted by Florida Statutes, until the date and time selected for opening the responses. At that time, all documents received by the City shall become public records. Proposals are expected to make all disclosures and declarations as requested in this solicitation. By submission of a Statement of Qualifications,the Proposer acknowledges and agrees that the City has the right to make any inquiry or investigation it deems appropriate to substantiate or supplement information contained in the Statement of Qualifications, and authorizes the release to the City of any and all information sought in such inquiry or investigation. Each Proposer certifies that the information contained in the Statement of Qualifications is true,accurate and complete,to the best of its knowledge,information,and belief. Notwithstanding the foregoing or anything contained in the solicitation,all Proposals agree that in the event of a final unappealable judgment by a court of competent jurisdiction which imposes on the City any liability arising out of this solicitation, or any response thereto, or any action or inaction by the City with respect thereto, such liability shall be limited to$10,000.00 as agreed-upon and liquidated damages.The previous sentence, however, shall not be construed to circumvent any of the other provisions of this Disclosure and Disclaimer which imposes no liability on the City. In the event of any differences in language between this Disclosure and Disclaimer and the balance of the solicitation, it is understood that the provisions of this Disclosure and Disclaimer shall always govern. The solicitation and any disputes arising from the solicitation shall be governed by and construed in accordance with the laws of the State of Florida. RFQ 2017-242—WG 22 PROPOSER CERTIFICATION I hereby certify that: I, as an authorized agent of the Proposer , am submitting the following information as my firm's proposal; Proposer agrees to complete and unconditional acceptance of the terms and conditions of this document, inclusive of this solicitation, all attachments, exhibits and appendices and the contents of any Addenda released hereto, and the Disclosure and Disclaimer Statement; proposer agrees to be bound to any and all specifications, terms and conditions contained in the solicitation, and any released Addenda and understand that the following are requirements of this solicitation and failure to comply will result in disqualification of proposal submitted; Proposer has not divulged, discussed, or compared the proposal with other Proposals and has not colluded with any other proposer or party to any other proposal; proposer acknowledges that all information contained herein is part of the public domain as defined by the State of Florida Sunshine and Public Records Laws; all responses, data and information contained in this proposal, inclusive of the Statement of Qualifications Certification, Questionnaire and Requirements Affidavit are true and accurate. Name of Proposer's Authorized Representative: Title of Proposer's Authorized Representative: Signature of Proposer's Authorized Representative: Date: State of ) On this day of , 20_,personally appeared before me who County of ) stated that (s)he is the of , a corporation, and that the instrument was signed in behalf of the said corporation by authority of its board of directors and acknowledged said instrument to be its voluntary act and deed. Before me: Notary Public for the State of My Commission Expires: RFQ 2017-242—WG 23 APPENDIX B MAMBEACH " No Bid " Form 2017-242-WG STATE LEGISLATIVE CONSULTING SERVICES PROCUREMENT DEPARTMENT 1755 Meridian Avenue, 3rd Floor Miami Beach, Florida 33139 Note: It is important m o t for those vendors rho have received notification of, thissolicitation:b t' Lave decided not to respond. to complete and submit the attached "Statement of No Bid. " The "Statement of No Bid" provides' the City with information on how to improve the solicitation process. t:FFailure to submit "Statement of No Bid" may result in not being notified solicitations the City. . RFQ 2017-242-WG 24 Statement of No Bid WE HAVE ELECTED NOT TO SUBMIT A STATEMENTS OF QUALIFICATIONS AT THIS TIME FOR REASON(S) CHECKED AND/OR INDICATED BELOW: Workload does not allow us to proposal Insufficient time to respond _Specifications unclear or too restrictive Unable to meet specifications Unable to meet service requirements Unable to meet insurance requirements _Do not offer this product/service _OTHER. (Please specify) We do_do not_want to be retained on your mailing list for future proposals of this type product and/or service. Signature: Title: Legal Company Name: Note: Failure to respond, either by submitting a proposal or this completed form, may result in your company being removed from our vendors list. PLEASE RETURN TO: CITY OF MIAMI BEACH PROCUREMENT DEPARTMENT ATTN: William Garviso, CPPB STATEMENTS OF QUALIFICATIONS#2017-242-WG 1755 Meridian Avenue, 3rd Floor MIAMI BEACH, FL 33139 RFQ 2017-242-WG 25 APPENDIX C i\c\i AM BEACH Minimum Requirements & Specifications 2017-242-WG STATE LEGISLATIVE CONSULTING SERVICES PROCUREMENT DEPARTMENT 1755 Meridian Avenue, 3rd Floor Miami Beach, Florida 33139 RFQ 2017-242-WG 26 Cl. Minimum Eligibility Requirements. The Minimum Eligibility Requirements for this solicitation are listed below. Proposer shall submit, with its proposal or upon request by the City, the required submittal(s) documenting compliance with each minimum requirement. Proposers that fail to comply with minimum requirements shall be deemed non-responsive and shall not have its proposal considered. The Consultant (defined as the Firm) shall have completed a minimum five (5) State governmental consulting services projects for County or other governmental organizations or public entities within the last three(3) years. Submittal Requirement: References should include a summary of project, name, time of commencement, time of completion, address, email and phone number of the person responsible for overseeing the project. C2. Statement of Work Required. In order to be considered, PROPOSERs shall provide Confer with the City on all organizational planning and program activity which has a bearing on the ability of the City to make the best use of State programs. A. Maintain liaison with the City's legislative delegation and assist in any matter which the City determines to be in its best interest. B. Counsel the City regarding appearances by City personnel before State of Florida and State administrative agencies and will assist the City and its personnel in negotiations with administrative agencies concerning City projects requiring State assistance and cooperation. C. Assist the City in review of executive proposals, legislation under consideration, proposed and adopted administrative rules and regulations and other developments for the purpose of advising the City of those items mutually agreed upon that may have a significant bearing on the City's policies or programs. D. Communicate and coordinate with other lobbyists representing interests which are consistent with those of the City in obtaining the goals and objectives of the City. E. Assist in contacting State agencies on the City's behalf when City funding applications are under consideration by such agencies. F. Provide monthly reports on the first day of each month detailing activities and legislative services provided on behalf of and for the benefit of the City in the previous month. G. Provide interim reports on an as needed basis addressing matters of City involvement, concerns, interest and particular projects identified for pursuance on behalf of the City. H. Review, identify and monitor federal legislative, executive, and regulatory policy changes or developments for the purpose of advising the City on those items which may have a significant bearing on City policies, funding, and programs. RFQ 2017-242-WG 27 APPENDIX D M AM BEACH Special Conditions 2017-242-WG STATE LEGISLATIVE CONSULTING SERVICES PROCUREMENT DEPARTMENT 1755 Meridian Avenue, 3rd Floor Miami Beach, Florida 33139 RFQ 2017-242-WG 28 1. TERM OF CONTRACT. The contract shall commence upon the completion of a fully executed agreement, and shall be effective for two (2)years. 2. OPTIONS TO RENEW. The City, through its City Manager, will have the option to extend for two (2) additional one (1) year periods subject to the availability of funds for succeeding fiscal years. Continuation of the contract beyond the initial period is a City prerogative; not a right of the bidder. This prerogative will be exercised only when such continuation is clearly in the best interest of the City. 3. LOBBYING OF CITY OFFICER OR STAFF MEMBER. Firms lobbying any City Officer or staff member on behalf of a third party are precluded from submitting statements of qualifications pursuant to this RFQ. Section 2-485.2 of the City Code of the City of Miami Beach, Florida, prohibits a lobbyist retained by the City from lobbying any City officer or staff member on behalf of a third party during the term if its agreement with the City. RFQ 2017-242-WG 29 APPENDIX E it\A AM BEACH Insurance Requirements 2017-242-WG STATE LEGISLATIVE CONSULTING SERVICES PROCUREMENT DEPARTMENT 1755 Meridian Avenue, 3rd Floor Miami Beach, Florida 33139 RFQ 2017-242-WG 30 el AM BEACH INSURANCE REQUIREMENTS This document sets forth the minimum levels of insurance that the contractor is required to maintain throughout the term of the contract and any renewal periods. The provider shall furnish to Department of Procurement, City of Miami Beach, 1755 Meridian Avenue, aro Floor, Miami Beach, Florida 33139, Certificate(s) of Insurance which indicate that insurance coverage has been obtained which meets the requirements as outlined below: A. Worker's Compensation Insurance for all employees of the vendor as required by Florida Statute 440. B. Commercial General Liability on a comprehensive basis in an amount not less than $1,000,000 combined single limit per occurrence for bodily injury and property damage.City of Miami Beach must be shown as an additional insured with respect to this coverage. . C. Automobile Liability Insurance covering all owned, non-owned and hired vehicles used in connection with the work, in an amount not less than $1,000,000 combined single limit per occurrence for bodily injury and property damage. D. Professional Liability Insurance in an amount not less than$1,000,000 with the deductible per claim, if any, not to exceed 10%of the limit of liability. A waiver of subrogation in favor of the City must be included for the policies required above. The insurance coverage required shall include those classifications, as listed in standard liability insurance manuals, which most nearly reflect the operations of the vendor. All insurance policies required above shall be issued by companies authorized to do business under the laws of the State of Florida, with the following qualifications: The company must be rated no less than "B+" as to management, and no less than "Class V" as to financial strength, by the latest edition of Best's Insurance Guide, published by A.M. Best Company, Oldwick, New Jersey,or its equivalent,subject to the approval of the City Risk Management Division. or The company must hold a valid Florida Certificate of Authority as shown in the latest "List of All Insurance Companies Authorized or Approved to Do Business in Florida" issued by the State of Florida Department of Insurance and are members of the Florida Guaranty Fund. Certificates will indicate no modification or change in insurance shall be made without thirty (30) days in advance notice to the certificate holder. CERTIFICATE HOLDER MUST READ: CITY OF MIAMI BEACH 1700 CONVENTION CENTER DRIVE 3rd FLOOR MIAMI BEACH, FL 33139 Compliance with the foregoing requirements shall not relieve the vendor of his liability and obligation under this section or under any other section of this agreement. The City of Miami Beach is self-insured. Any and all claim payments made from self-insurance are subject to the limits and provisions of Florida Statute 768.28,the Florida Constitution, and any other applicable Statutes. RFQ 2017-242--WG 31 Client Name: City of Miami Beach Florida Lobbying Fee Disclosure Under Section 112.3215, Florida Statutes, lobbying firms in Florida are required on a quarterly basis to publicly disclose fees billed or received from clients for lobbying efforts at the state level. The law mandates that lobbying firms allocate fees between lobbying and non-lobbying services, legislative and executive branch lobbying, and lobbying performed by the firm that occurred at other levels of government. Having discussed with your organization the scope of services that Southern Strategy Group will be performing on your behalf, set forth below are the allocations we intend to disclose to the State while representing you. If during the course of performing these services we find that the allocations do not accurately reflect our lobbying effort on your behalf, we will write to inform you of a change in the allocations. Should you disagree with the allocations made below, please contact us in writing to express your thoughts. Lobbying Services*vs. Non-Lobbying Services X . Compensation under this contract is paid exclusively for lobbying services, and no compensation is being paid for non-lobbying services. Therefore, all compensation paid under this contract should be allocated to lobbying services. . Some compensation paid under this contract is for non-lobbying services, and %of compensation will be allocated to lobbying services and %will be allocated to non-lobbying services. *Southern Strategy Group is exclusively a lobbying firm. We do not offer other services to clients including: legal, business consulting, public relations. State Level Lobbying vs. Lobbying Other Levels of Government X . Compensation under this contract is paid exclusively for state level lobbying in Florida, and no compensation is being paid for lobbying services performed at other levels of government, in other states, or the federal level. . Some compensation paid under this contract is for non-State level lobbying services, and %of compensation will be allocated to State-level lobbying services and %will be allocated to non-State level lobbying services. Florida Legislative Lobbying vs. Florida Executive Lobbying Legislative Executive 0,1 50% 50% Q2 50% 50% Q3 50% 50% Q4 50% 50% I, Edgar Castro (primary lobbyist for representation) affirm I have completed this form using Southern Strategy Group's fact-based method in providing allocations for the above referenced client. /e/A December 27, 2017 Signature Date ATTACHMENT C CONSULTANTS RESPONSE TO THE (RFQ) PROPOSAL FOR STATE LEGISLATIVE CONSULTING SERVICES RFQ: 2011-242-WG CA. MIAMI BEACH COPY Submitted to: Mr. William Garviso Procurement Contracting Officer II Procurement Department City of Miami Beach 1755 Meridian Avenue, 3rd Floor Miami Beach, FL 33139 Submitted by: Mr. Edgar Castro Southern Strategy Group of Miami, LLC 999 Ponce de Leon Blvd., PH Suite 1105 Coral Gables, FL 33134 Mr. Ronald L. Book Ronald L. Book, P.A. 18851 NE 29t" Ave., Suite 1010 Aventura, FL 33180 Deadline:August 29, 2017 at 3:00 p.m. 1. COVER LETTER E MINIMUM QUALIFICATIONS REQUIREMENTS TABLE OF CONTENTS Tab 1 1.1 Cover Letter 1 1.2 Response Certification, Questionnaire & Requirements Affidavit 3 1.3 Minimum Qualifications Requirements 11 Tab 2 2.1 Qualifications of Proposing Firm 16 2.2 Qualifications of Proposer Team 37 Tab 3 Approach and Methodology 49 Ronald I.Book,P.R. STRATEGY GROUP lN}ll0111(iS . ( PROIESSIOOAI 4}SOt1011O0 August 25, 2017 Mr. William Garviso Procurement Contracting Officer II Procurement Department City of Miami Beach 1755 Meridian Avenue, 3rd Floor Miami Beach, FL 33139 Re: Proposal for State Legislative Consulting Services RFQ 2017-242-WG Please accept this proposal from Southern Strategy Group of Miami, LLC (Southern Strategy Group), a Florida Limited Liability Company (tax id 27-0798190) and Ronald L. Book, P.A. (tax id 59-2769674) in response to the Request for Qualifications for State Legislative Consulting Services (RFQ 2017-242-WG)for the City of Miami Beach. In this proposal, Southern Strategy Group and Ronald L. Book, P.A. offer to provide the highest level of professional services in the advocacy of the City's state lobbying initiatives as outlined in the RFQ. Southern Strategy Group is a full-service lobbying firm that was established in Tallahassee, Florida in 1999, with offices throughout Florida in Tallahassee, Jacksonville, Orlando, Tampa Bay, and Miami. Southern Strategy Group is the only firm in Florida with 25 lobbyists who have held the highest staff positions in state and local government. We understand how and why decisions are made at every level of Florida government and use that knowledge to the benefit of our clients. Our Tallahassee office is staffed by 13 full-time lobbyists, as well as two full-time and four part-time administrative staff. Our Miami office is staffed by three full-time lobbyists and one full- time office administrator who spend a great deal of their time in South Florida. From transportation to infrastructure, to stormwater issues as well as economic development, we are keenly aware of the issues that the City faces. Ronald L. Book, P.A., is considered one of the premier lobbying firms in the state, with unparalleled experience in the appropriations process. The firm is consistently ranked in the top five Tallahassee lobbying firms amongst various media sources and others who follow Tallahassee politics. Established in 1987, the firm specializes in government affairs, and offers a powerful combination of talent and experience with a proven track record of success before the legislative and executive branches of Florida government. The firm has been an industry leader in providing quality, affordable lobbying services to local governments. We have done that because, quite simply, we believe that local government leaders and their constituents deserve the same competent, experienced, and professional representation as private sector interests. We provide a high-level of service and we strive to let the results speak for themselves. 1 Mr. William Garviso Page 2 Our long history in Tallahassee, our broad experience on issues, and our strong bipartisan relationships make us uniquely qualified to join Southern Strategy Group in this endeavor. We are prepared to work closely with them and aggressively represent the City. Due to our long history of service to government entities, Southern Strategy Group and Ronald L. Book, P.A., have the experience and expertise to assist the City in navigating the complexities of securing specific budget priorities, crafting strategies to achieve success in the passage or defeat of legislation, and engaging with the executive and regulatory agencies who are vital in the implementation of appropriations or regulatory rule making. We are eager to act as your advocate, providing you with reliable representation and strategic direction to navigate the political landscape in every arena of Florida government. Edgar Castro and Jerry McDaniel from the Miami and Tallahassee offices of Southern Strategy Group, along with Ron Book from Ronald L. Book, P.A. will serve as your primary contacts for this representation. Edgar Castro may be reached via telephone at 305.421.6304, cell 305.333.0649, or e-mail castro@sostrategy.com. Jerry McDaniel may be reached via telephone at 850.671.4401, cell 850.566.6068, or e-mail mcdaniel©sostrategy.com. Ron Book may be reached via telephone at 305.935.1866, cell 305.510.2000, or e-mail ron©RLBookPA.com. The Miami office of Southern Strategy Group is located at 999 Ponce de Leon Blvd., PH Suite 1105, Coral Gables, FL 33134. The Tallahassee office of Southern Strategy Group is located at 123 S. Adams Street, Tallahassee, FL 32301 and the mailing address for both offices is P.O. Box 10570, Tallahassee, FL 32302. Ron Book's office is located at 18851 NE 29th Ave, Suite 1010, Aventura, Florida. The partnership of these two firms, working with the combined talents of all of our Florida partners, will work hard to deliver results for the City. Together, we will serve as an extension of your team. You have our commitment to represent the City of Miami Beach zealously and ethically, and we appreciate your consideration. Sincerely, Edgar Castro, Partner Ronald L. Book, President Southern Strategy Group of Ronald L. Book, P.A. Miami, LLC Enclosure 2 Solicitation No: Solicitation Title: 2017-242-WG State Legislative Consulting Services Procurement Contact Tel: Email: William Garviso, CPPB (305)673-7000#6650 williamgarviso@miamibeachfl.gov STATEMENTS OF QUALIFICATIONS CERTIFICATION, QUESTIONNAIRE& REQUIREMENTS AFFIDAVIT Purpose: The purpose of this Response Certification, Questionnaire and Requirements Affidavit Form is to inform prospective Proposals of certain solicitation and contractual requirements, and to collect necessary information from Proposals in order that certain portions of responsiveness, responsibility and other determining factors and compliance with requirements may be evaluated. This Statement of Qualifications Certification, Questionnaire and Requirements Affidavit Form is a REQUIRED FORM that must be submitted fully completed and executed. 1. General Proposer Information. FIRM NAME: Southern Strategy Group of Miami,LLC No of Years in Business: 18 I No of Years in Business Locally: 8 I No of Employees: 31 full-time and four part-time in all five Florida offices;4 full-time employees locally OTHER NAME(S)PROPOSER HAS OPERATED UNDER IN THE LAST 10 YEARS: N/A FIRM PRIMARY ADDRESS(HEADQUARTERS): 123 S.Adams Street CITY: Tallahassee STATE FL ZIP CODE: 32301 TELEPHONE NO.: 850.671.4401 TOLL FREE NO.: N/A FAX NO.: 850.671.4402 FIRM LOCAL ADDRESS: 999 Ponce de Leon Blvd.,PH Suite 1105 CITY: Coral Gables STATE: FL ZIP CODE: 33143 PRIMARY ACCOUNT REPRESENTATIVE FOR THIS ENGAGEMENT: Edgar Castro,Jerry McDaniel,and Ron Book ACCOUNT REP TELEPHONE NO.: 305.421.6304,850.671.4401,305.935.1866 ACCOUNT REP TOLL FREE NO.: N/A ACCOUNT REP EMAIL: castro(a sostratecv.com mcdanielt isostrateay.com,ron(Edbookoa.com FEDERAL TAX IDENTIFICATION NO.: 27-0798190 The City reserves the right to seek additional information from proposer or other source(s), including but not limited to: any firm or principal information, applicable licensure, resumes of relevant individuals, client information, financial information, or any information the City deems necessary to evaluate the capacity of the proposer to perform in accordance with contract requirements. 3 Veteran Owned Business.Is Proposer claiming a veteran owned business status? YES X NO SUBMITTAL REQUIREMENT: Proposers claiming veteran owned business status shall submit a documentation proving that firm is certified as a veteran-owned business or a service-disabled veteran owned business by the State of Florida or United States federal government, as required pursuant to ordinance 2011-3748. Conflict Of Interest.All Proposers must disclose, in their Proposal, the name(s)of any officer, director, agent, or immediate family member (spouse, parent, sibling, and child) who is also an employee of the City of Miami Beach. Further, all Proposers must disclose the name of any City employee who owns, either directly or indirectly, an interest of ten (10%) percent or more in the Proposer entity or any of its affiliates. SUBMITTAL REQUIREMENT: Proposers must disclose the name(s) of any officer, director, agent, or immediate family member (spouse, parent,sibling, and child)who is also an employee of the City of Miami Beach. Proposers must also disclose the name of any City employee who owns,either directly or indirectly,an interest of ten(10%)percent or more in the Proposer entity or any of its affiliates. Neither Southern Strategy Group nor Ronald L. Book, P.A. have any officer,director,agent,or immediate family member employed by the City of Miami Beach. In addition,no City employee owns,either directly or indirectly,any interest in either firm. References& Past Performance. Proposer shall submit at least three(3) references for whom the Proposer has completed work similar in size and nature as the work referenced in solicitation. SUBMITTAL REQUIREMENT: For each reference submitted, the following information is required: 1) Firm Name, 2) Contact Individual Name&Title,3)Address,4)Telephone,5)Contact's Email and 6)Narrative on Scope of Services Provided. Southern Strategy Group Firm Name: City of Miami Contact Individual Name and Title: Ms.Diana Arteaga, Senior Advisor to the City Manager Address: Miami City Hall,3500 Pan American Drive,Miami,FL 33133 Telephone: 786.469.1644 Contact's Email:darteaga@miamigov.com Narrative on Scope of Services Provided: Southern Strategy Group has represented the City of Miami since November 2016. During the 2017 Legislative Session, Southern Strategy Group secured $1,100,000 in funding for the City of Miami's stormwater master plan, which will help advance the City's progress in reducing the duration of flooding conditions;mitigate the City's drainage concerns;address sea level rise as well as develop counter-measures to alleviate impacts on private and public properties. Southern Strategy Group also secured funding for an anonymous crime analytics application to report crimes in the City at$700,000. In addition,Southern Strategy Group helped support and pass a number of the City's legislative priorities,the highest priority being,FDOT's New Starts program.Through agency rule Southern Strategy Group helped negotiate an increase in the funding caps.This resulted in increased State funding caps from 12.5%to 25%for transportation projects that have previously received federal funding in prior phases. Miami-Dade County's SMART Plan will be one of the main beneficiaries of this increase in potential funding. Firm Name: Town of Miami Lakes Contact Individual Name and Title: Mr.Alex Rey,Town Manager Address: 6601 Main Street,Miami Lakes,FL 33014 Telephone: 305.512.7136 Contact's Email: arey@miamilakes-fl.gov Narrative on Scope of Services Provided: Southern Strategy Group has been retained by the Town of Miami Lakes since January 2014. Services included monitoring,taking positions and lobbying on state budgeting and legislation which impacts the Town, particularly in the areas of public safety, law enforcement, business attraction and retention, infrastructure improvements, telecommunications, transportation, environmental, park development, park land acquisition, revenue enhancement,and unfunded mandates. During our representation, Southern Strategy Group secured $1,000,000 in funding for canal stabilization which will result in improved canal appearance, canal performance, and protect private property values and ad valorem revenue. The Project will benefit a total market value of over $44,000,000 of tax-payers' private property. Southern Strategy Group secured$300,000 in funding for a rock mining study to be conducted in the quarry between Miami Lakes&Miramar. This will study, analyze and test if current allowable mining limit need to be adjusted. As residents in Miami Lakes and Miramar are currently complaining of having cracks in their homes and pools due to the nearby mining.Southern Strategy Group secured$300,000 in funding for Lake Sarah drainage improvements. Southern Strategy Group secured $1,300,000 million in funding during 2014 Legislative Session for water, flooding,and canal bank stabilization program. 4 Firm Name: Village of El Portal Contact Individual Name and Title: Claudia Cubillos,Mayor Address: 500 NE 87th Street,Miami,FL 33138 Telephone: 305.778.4199 Contact's Email: mayorcubillos@villageofelportal.org Narrative on Scope of Services Provided: Southern Strategy Group has been retained to represent the Village of El Portal before the executive and legislative branches of Florida government since January 2017 on matters related to appropriations requests. Southern Strategy Group secured$550,000 in funding for drainage improvements to address water quantity and quality issues which will serve a 42 acre section within the Village of El Portal in Miami-Dade County.Southern Strategy Group secured$200,000 in funding for drainage improvements to address water quantity and quality issues which will serve a 42 acre section within the Village of El Portal in Miami-Dade County.Southern Strategy Group secured supplemental funding for police department. Ronald L.Book,P.A. Firm Name: City of Aventura Contact Individual Name and Title: Mr.Eric Soroka,City Manager Address: 19200 W.Country Club Drive,Aventura,FL 33180 Telephone: 305.466.8910 Contact's Email: sorokae@cityofaventura.com Narrative on Scope of Services Provided: We have represented the City since its incorporation in 1995. The scope of services we provide is comparable to those requested in RFQ 2017-242-WG,specifically regarding Legislative Consulting Services,including legislation which impacts the City, and procuring appropriations funding requests. We have secured millions in funding for improvements to stormwater projects, and secured funds for the City's Emergency Operations Center. Firm Name: City of Doral Contact Individual Name and Title: Mr.Al Childress,Assistant City Manager Address: 8401 NW 53rd Terrace,3rd Floor Doral,FL 33166 Telephone: 305.593.6690 ext. 1200 Contact's Email: Albert.Childress@cityofdoral.com Narrative on Scope of Services Provided: We have represented the City since 2005.The scope of services we provide is comparable to those requested in RFQ 2017-242-WG, specifically regarding Legislative Consulting Services, including legislation which impacts the City, and procuring appropriations funding requests.We have secured millions in funding for improvements to stormwater systems, and secured funds for the City's Emergency Operations Center.On behalf of the City,we have secured funding for several stormwater improvement projects,and the City's cultural facilities grant for the 114th Avenue Community Center. Firm Name: City of Sunny Isle Beach Contact Individual Name and Title: Mr.Chris Russo,City Manager Address: 18070 Collins Ave., Sunny Isles Beach,FL 33160 Telephone: 305.792.1731 Contact's Email: crusso@sibfl.net Narrative on Scope of Services Provided: We have represented the City since 1997.The scope of services we provide is comparable to those requested in RFQ 2017-242-WG, specifically regarding Legislative Consulting Services, including legislation which impacts the City, and procuring appropriations funding requests. We have secured millions in funding for improvements to stormwater systems, and secured funds for the City's Emergency Operations Center.We have secured funding to defray the costs of the preparation of the City's comprehensive plan as well as millions in funding for stormwater improvements,and renovation of City parks. Additionally,we assisted the city with the restoration of a beach pier,an important economic development project,and the North Bay Road Emergency Pedestrian Bridge. Suspension, Debarment or Contract Cancellation.Has Proposer ever been debarred,suspended or other legal violation,or had a contract cancelled due to non-performance by any public sector agency? YES X NO SUBMITTAL REQUIREMENT: If answer to above is "YES," Proposer shall submit a statement detailing the reasons that led to action(s). Vendor Campaign Contributions. Proposers are expected to be or become familiar with, the City's Campaign Finance Reform laws, as codified in Sections 2-487 through 2-490 of the City Code. Proposers shall be solely responsible for ensuring that all applicable provisions of the City's Campaign Finance Reform laws are complied with, and shall be subject to any and all sanctions, as prescribed therein, including disqualification of their Proposals,in the event of such non-compliance. SUBMITTAL REQUIREMENT: Submit the names of all individuals or entities (including your sub-consultants) with a controlling financial interest as defined in solicitation. For each individual or entity with a controlling financial interest indicate whether or not each individual or 5 entity has contributed to the campaign either directly or indirectly, of a candidate who has been elected to the office of Mayor or City Commissioner for the City of Miami Beach. Nelson Diaz, Edgar Castro, and Southern Strategy Group, Inc. have a controlling financial interest in Southern Strategy Group. These individuals and entity have not contributed to the campaign,either directly or indirectly,of a candidate who has been elected to the office of the Mayor or City Commissioner for the City of Miami Beach. Neither Ronald L.Book,P.A.,nor any member of the firm,has contributed to a campaign of a candidate who has been elected to the office of Mayor or City Commissioner for the City of Miami Beach. Code of Business Ethics. Pursuant to City Resolution No.2000-23879, each person or entity that seeks to do business with the City shall adopt a Code of Business Ethics("Code")and submit that Code to the Department of Procurement Management with its proposal/response or within five(5)days upon receipt of request.The Code shall, at a minimum,require the Proposer,to comply with all applicable governmental rules and regulations including, among others, the conflict of interest, lobbying and ethics provision of the City of Miami Beach and Miami Dade County. SUBMITTAL REQUIREMENT: Proposer shall submit firm's Code of Business Ethics. In lieu of submitting Code of Business Ethics, Proposer may submit a statement indicating that it will adopt,as required in the ordinance,the City of Miami Beach Code of Ethics,available at www.miamibeachfl.gov/procurement/. Southern Strategy Group and RLBPA will adopt, as required in the ordinance,the City of Miami Beach Code of Ethics,available at www.miamibeachfl.qov/procurement. • - - == .. .. • _ - - . - - - ••• , • - shone - ' -- - ' - e- - , ' , •.. . . .• .. . . .•• • benefits,and $12.92/hr without benefits. - .•'- - -• --• - • - - ••'• . ... -• , • . - .- ..-. .-. ..-• . ... Bureau of Labor - - ' . . - • . - • • • • • • - - • ' -- - - • .° . •- - ••- - resolution, elect not to •_ . ... - . ' •- - sameparticular - - -- - - --• •• - - - .. : •: •- •. . �... ..._. (in a year). ' - - - - . . - . • - -.. • • . - . - . • - , . •- -• • , at its sole • .... . . :•••• • - . - ::• - - .-:• . and fines, as --_ • .- . . - • • _ • : - -• -• - • -- to the r, n+ Equal Benefits for Employees with Spouses and Employees with Domestic Partners. When awarding competitively solicited contracts valued at over $100,000 whose contractors maintain 51 or more full time employees on their payrolls during 20 or more calendar work weeks, the Equal Benefits for Domestic Partners Ordinance 2005-3494 requires certain contractors doing business with the City of Miami Beach, who are awarded a contract pursuant to competitive proposals, to provide "Equal Benefits" to their employees with domestic partners, as they provide to employees with spouses. The Ordinance applies to all employees of a Contractor who work within the City limits of the City of Miami Beach, Florida; and the Contractor's employees located in the United States, but outside of the City of Miami Beach limits, who are directly performing work on the contract within the City of Miami Beach. Does your company provide or offer access to any benefits to employees with spouses or to spouses of employees? YES NO Does your company provide or offer access to any benefits to employees with(same or opposite sex)domestic partners`or to domestic partners of employees? YES NO Please check all benefits that apply to your answers above and list in the"other"section any additional benefits not already specified. Note: some benefits are provided to employees because they have a spouse or domestic partner, such as bereavement leave; other benefits are provided directly to the spouse or domestic partner,such as medical insurance. 6 BENEFIT Firm Provides for Firm Provides for Firm does not Employees with Employees with Provide Benefit Spouses Domestic Partners Health Sick Leave Family Medical Leave Bereavement Leave If Proposer cannot offer a benefit to domestic partners because of reasons outside your control, (e.g., there are no insurance providers in your area willing to offer domestic partner coverage) you may be eligible for Reasonable Measures compliance. To comply on this basis, you must agree to pay a cash equivalent and submit a completed Reasonable Measures Application (attached) with all necessary documentation.Your Reasonable Measures Application will be reviewed for consideration by the City Manager, or his designee. Approval is not guaranteed and the City Manager's decision is final. Further information on the Equal Benefits requirement is available at www.m iamibeachfl.gov/procurement/. Neither Southern Strategy Group nor Ronald L. Book, P.A.employ 51 or more full-time employees. As such, adherence to the Equal Benefits for Domestic Partners Ordinance 2005-3494 is not applicable. Public Entity Crimes.Section 287.133(2)(a), Florida Statutes,as currently enacted or as amended from time to time,states that 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, proposal, or reply on a contract to provide any goods or services to a public entity; may not submit a proposal, proposal,or reply on a contract with a public entity for the construction or repair of a public building or public work;may not submit proposals,proposals,or replies 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 in excess of the threshold amount provided in s. 287.017 for CATEGORY TWO for a period of 36 months following the date of being placed on the convicted vendor list. SUBMITTAL REQUIREMENT: No additional submittal is required. By virtue of executing this affidavit document, Proposer agrees with the requirements of Section 287.133,Florida Statutes,and certifies it has not been placed on convicted vendor list. 10. Non-Discrimination. Pursuant to City Ordinance No.2016-3990,the City shall not enter into a contract with a business unless the business represents that it does not and will not engage in a boycott as defined in Section 2-375(a)of the City Code,including the blacklisting, divesting from, or otherwise refusing to deal with a person or entity when such action is based on race, color, national origin, religion, sex, intersexuality,gender identity,sexual orientation,marital or familial status,age or disability. SUBMITTAL REQUIREMENT: No additional submittal is required. By virtue of executing this affidavit document, Proposer agrees it is and shall remain in full compliance with Section 2-375 of the City of Miami Beach City Code. Moratorium on Travel to and the Purchase of Goods or Services from North Carolina and Mississippi. Pursuant to Resolution 2016-29375, the City of Miami Beach, Florida, prohibits official City travel to the states of North Carolina and Mississippi, as well as the purchase of goods or services sourced in North Carolina and Mississippi. Proposer shall agree that no travel shall occur on behalf of the City to North Carolina or Mississippi, nor shall any product or services it provides to the City be sourced from these states. SUBMITTAL REQUIREMENT: No additional submittal is required. By virtue of executing this affidavit document, Proposer agrees it is and shall remain in full compliance with Resolution 2016-29375. Fair Chance Requirement. Pursuant to Section 2-376 of the City Code, the City shall not enter into any contract resulting from a competitive solicitation, unless the proposer certifies in writing that the business has adopted and employs written policies, practices, and standards that are consistent with the City's Fair Chance Ordinance, set forth in Article V of Chapter 62 of the City Code ("Fair Chance Ordinance"), and which, among other things, (i) prohibits City contractors, as an employer, from inquiring about an applicant's criminal history until the applicant is given a conditional offer of employment; (ii) prohibits advertising of employment positions with a statement that an individual with a criminal record may not apply for the position, and (iii) prohibits placing a statement on an employment application that a person with a criminal record may not apply for the position. SUBMITTAL REQUIREMENT: No additional submittal is required at this time. By virtue of executing this affidavit, Proposer certifies that it has adopted policies, practices and standards consistent with the City's Fair Chance Ordinance. Proposer agrees to provide the City with supporting documentation evidencing its compliance upon request. Proposer further agrees that any breach of the representations made herein shall constitute a material breach of contract, and shall entitle the City to the immediate termination for cause of the agreement,in addition to any damages that may be available at law and in equity. 7 Acknowledgement of Addendum.After issuance of solicitation,the City may release one or more addendum to the solicitation which may provide additional information to Proposers or alter solicitation requirements. The City will strive to reach every Proposer having received solicitation through the City's e-procurement system, PublicPurchase.com. However, Proposers are solely responsible for assuring they have received any and all addendum issued pursuant to solicitation.This Acknowledgement of Addendum section certifies that the Proposer has received all addendum released by the City pursuant to this solicitation. Failure to obtain and acknowledge receipt of all addendum may result in proposal disqualification. Initial to Confirm Initial to Confirm Initial b Confim Receipt Receipt Receipt ,Addendum 1 Addendum 6 Addendum 11 Addendum 2 Addendum 7 addendum 12 Addendum 3 addendum 8 Addendum 13 Addendum 4 Addendum 9 Addendum 14 Addendum 5 Addendum 10 Addendum 15 If additional confirmation of addendum is required,submit under separate cover. Financial Capacity. When requested by the City, each proposer shall arrange for Dun & Bradstreet to submit a Supplier Qualification Report(SQR)directly to the Procurement Contact named herein.No proposal will be considered without receipt,by the City, of the SQR directly from Dun & Bradstreet The cost of the preparation of the SQR shall be the responsibility of the Proposer.The Proposer shall request the SQR report from D&B at: haps:/lsupolierportal.dnb.comlwebapplwcslstoresfservletlSu olierPortal?storeld=11696 Proposals are responsible for the accuracy of the information contained in its SQR. It is highly recommended that each proposer review the information contained in its SQR for accuracy prior to submittal to the City and as early as possible in the solicitation process. For assistance with any portion of the SQR submittal process,contact Dun &Bradstreet at 800-424-2495. Upon request, Southern Strategy Group and Ronald L. Book, P.A. shall arrange for Dun & Bradstreet to provide Supplier Qualification Reports(SQR)directly to the Procurement Contact herein. 8 DISCLOSURE AND DISCLAIMER SECTION The solicitation referenced herein is being furnished to the recipient by the City of Miami Beach (the "City") for the recipient's convenience. Any action taken by the City in response to Statement of Qualifications made pursuant to this solicitation, or in making any award, or in failing or refusing to make any award pursuant to such Statement of Qualifications, or in cancelling awards, or in withdrawing or cancelling this solicitation,either before or after issuance of an award,shall be without any liability or obligation on the part of the City. In its sole discretion, the City may withdraw the solicitation either before or after receiving Statement of Qualifications, may accept or reject Statement of Qualifications, and may accept Statement of Qualifications which deviate from the solicitation, as it deems appropriate and in its best interest. In its sole discretion, the City may determine the qualifications and acceptability of any party or parties submitting Statement of Qualifications in response to this solicitation. Following submission of Statement of Qualifications, the applicant agrees to deliver such further details, information and assurances, including financial and disclosure data, relating to the Statement of Qualifications and the applicant including, without limitation, the applicant's affiliates,officers,directors,shareholders,partners and employees,as requested by the City in its discretion. The information contained herein is provided solely for the convenience of prospective Proposals. It is the responsibility of the recipient to assure itself that information contained herein is accurate and complete. The City does not provide any assurances as to the accuracy of any information in this solicitation. Any reliance on these contents, or on any permitted communications with City officials, shall be at the recipient's own risk. Proposals should rely exclusively on their own investigations, interpretations, and analyses. The solicitation is being provided by the City without any warranty or representation, express or implied, as to its content, its accuracy, or its completeness. No warranty or representation is made by the City or its agents that any Statement of Qualifications conforming to these requirements will be selected for consideration, negotiation, or approval. The City shall have no obligation or liability with respect to this solicitation, the selection and the award process,or whether any award will be made. Any recipient of this solicitation who responds hereto fully acknowledges all the provisions of this Disclosure and Disclaimer, is totally relying on this Disclosure and Disclaimer, and agrees to be bound by the terms hereof. Any Statement of Qualifications submitted to the City pursuant to this solicitation are submitted at the sole risk and responsibility of the party submitting such Statement of Qualifications. This solicitation is made subject to correction of errors, omissions, or withdrawal from the market without notice. Information is for guidance only,and does not constitute all or any part of an agreement. The City and all Proposals will be bound only as, if and when a Statement of Qualifications, as same may be modified, and the applicable definitive agreements pertaining thereto, are approved and executed by the parties, and then only pursuant to the terms of the definitive agreements executed among the parties. Any response to this solicitation may be accepted or rejected by the City for any reason, or for no reason,without any resultant liability to the City. The City is governed by the Government-in-the-Sunshine Law, and all Statement of Qualifications and supporting documents shall be subject to disclosure as required by such law. All Statement of Qualifications shall be submitted in sealed proposal form and shall remain confidential to the extent permitted by Florida Statutes, until the date and time selected for opening the responses. At that time, all documents received by the City shall become public records. Proposals are expected to make all disclosures and declarations as requested in this solicitation. By submission of a Statement of Qualifications,the Proposer acknowledges and agrees that the City has the right to make any inquiry or investigation it deems appropriate to substantiate or supplement information contained in the Statement of Qualifications, and authorizes the release to the City of any and all information sought in such inquiry or investigation. Each Proposer certifies that the information contained in the Statement of Qualifications is true,accurate and complete,to the best of its knowledge,information,and belief. Notwithstanding the foregoing or anything contained in the solicitation, all Proposals agree that in the event of a final unappealable judgment by a court of competent jurisdiction which imposes on the City any liability arising out of this solicitation, or any response thereto, or any action or inaction by the City with respect thereto, such liability shall be limited to $10,000.00 as agreed-upon and liquidated damages. The previous sentence, however, shall not be construed to circumvent any of the other provisions of this Disclosure and Disclaimer which imposes no liability on the City. In the event of any differences in language between this Disclosure and Disclaimer and the balance of the solicitation, it is understood that the provisions of this Disclosure and Disclaimer shall always govern. The solicitation and any disputes arising from the solicitation shall be governed by and construed in accordance with the laws of the State of Florida. 9 PRO.OSER CERTIFICATION hereby certify that: I. as an authorized agent of the Proposer , am submitting the following information as my firm's proposal; Proposer agrees to complete and unconditional acceptance of the terms and conditions of this document, nclusive of this solicitation, all attachments, exhibits and appendices and the contents of any Addenda released hereto, and he Disclosure and Disclaimer Statement; proposer agrees to be bound to any and all specifications, terms and conditions ;ontained in the solicitation, and any released Addenda and understand that the following are requirements of this solicitation and failure to comply will result in disqualification of proposal submitted; Proposer has not divulged, discussed, or compared he proposal with other Proposals and has not colluded with any other proposer or party to any other proposal; proposer acknowledges that all information contained herein is part of the public domain as defined by the State of Florida Sunshine and Public Records Laws; all responses, data and information contained in this proposal, inclusive of the Statement of Qualifications Certification, Questionnaire and Requirements Affidavit are true and accurate. Name of Proposer's Authorized Representative: Edgar Castro Title of Proposer's Authonzed Representative:Partner Signature of Pro ê.rized Representative: Date:August 25,2017 State of .-i OQ ) On this t3 day of4V..9404 ,20''i person ally appeared before me ` who County oft Ant-)f. ) stated that(s)he is the—P-44+1-AMC of, ;04tsegn ‘IleiSi effettv , a limited liability company, and that the instrument was signed in behalf of the said corporation b, authority of its board of directors and acknowledged said trument to - its voluntary act and deed. Before me: s� No ry u.*for the Stag of CI*+ Ira ,, 4� JHONLENA OE LA CARtDA blt#NGUlA My Cori ssion Expires: �. ®{$ 1 MY COMMISSION#FF151520 R: EXPIRES August 14,2018 0107)3Mi 0153 FloridallotaryService.com 10 i 1.3 MINIMUM QUALIFICATIONS REQUIREMENTS Southern Strategy Group and Ronald L. Book, P.A. have completed the following state governmental consulting services projects for County or other governmental organizations or public entities within the last three (3) years. Southern Strategy Group Summary of Project: Southern Strategy Group has represented the City of Miami since November 2016. During the 2017 Legislative Session, Southern Strategy Group secured $1,100,000 in funding for the City of Miami's stormwater master plan, which will help advance the City's progress in reducing the duration of flooding conditions; mitigate the City's drainage concerns; address sea level rise as well as develop counter-measures to alleviate impacts on private and public properties. Southern Strategy Group also secured funding for an anonymous crime analytics application to report crimes in the City at $700,000. In addition, Southern Strategy Group helped support and pass a number of the City's legislative priorities, the highest priority being, FDOT's New Starts program. Through agency rule Southern Strategy Group helped negotiate an increase in the funding caps. This resulted in increased State funding caps from 12.5% to 25% for transportation projects that have previously received federal funding in prior phases. Miami-Dade County's SMART Plan will be one of the main beneficiaries of this increase in potential funding. Name: City of Miami Time of Commencement: November 1, 2016 Time of Completion: Ongoing Contact Individual Name and Title: Ms. Diana Arteaga, Senior Advisor to the City Manager Address: Miami City Hall, 3500 Pan American Drive, Miami, FL 33133 Telephone: 786.469.1644 Contact's Email: darteaga@miamigov.com Summary of Project: Southern Strategy Group has been retained by the Town of Miami Lakes since January 2014. Services include monitoring, taking positions and lobbying on state budgeting and legislation which impacts the Town, particularly in the areas of public safety, law enforcement, business attraction and retention, infrastructure improvements, telecommunications, transportation, environmental, park development, park land acquisition, revenue enhancement, and unfunded mandates. This past legislative session, Southern Strategy Group secured $1,000,000 in funding for canal stabilization which will 11 result in improved canal appearance, canal performance, and protect private property values and ad valorem revenue. The Project will benefit a total market value of over $44,000,000 of tax-payers' private property. In 2017, Southern Strategy Group also secured $300,000 in funding for a rock mining study to be conducted in the quarry between Miami Lakes & Miramar. This will study, analyze and test if current allowable mining limit need to be adjusted. As residents in Miami Lakes and Miramar are currently complaining of having cracks in their homes and pools due to the nearby mining. Additionally, during our representation Southern Strategy Group secured $300,000 in funding for Lake Sarah drainage improvements and $1,300,000 in funding for water, flooding, and canal bank stabilization. Name: Town of Miami Lakes Time of Commencement: January 2014 Time of Completion: Ongoing Contact Individual Name and Title: Mr. Alex Rey, Town Manager Address: 6601 Main Street, Miami Lakes, FL 33014 Telephone: 305.512.7136 Contact's Email: arey@miamilakes-fl.gov Summary of Project: Southern Strategy Group has been retained to represent the Village of El Portal before the executive and legislative branches of Florida government since January 2015 on matters related to appropriations requests. During the 2017 Legislative Session, Southern Strategy Group secured $550,000 in funding for drainage improvements to address water quantity and quality issues which will serve a 42 acre section within the Village of El Portal in Miami-Dade County. Additionally, during our representation Southern Strategy Group secured $200,000 in funding for drainage improvements to address water quantity and quality issues which will serve a 42 acre section within the Village of El Portal in Miami-Dade County. Southern Strategy Group secured supplemental funding for police department. Name: Village of El Portal Time of Commencement: January 2015 Time of Completion: Ongoing Contact Individual Name and Title: Mr. David Rosemond, Village Manager Address: 500 NE 87th Street, Miami, FL 33138 Telephone: 305.778.4199 Contact's Email: mayorcubillos@villageofelportal.org Summary of Project: Southern Strategy Group is one of several firms that Broward County employs to further the County's legislative agenda. While Southern Strategy Group was assigned a variety of policy issues, we were also assigned appropriation issues both statewide and county specific. The statewide issues involved funding for Florida's Homeless Coalitions and Grants. We succeeded in achieving historically high funding in this area. 12 `rr Another statewide program that Broward County had interest and for which we were assigned was affordable housing for seniors and for the state's workforce. While this area of the state budget is often tapped to shore up other "general fund" areas, we advocated successfully for as much as leadership in both houses could provide in a tight budget year. Last, a late session need surfaced involving child care regulation funding and Southern Strategy Group succeeded in providing Broward County needed funding for this regulation due to new requirements imposed by the federal government. Southern Strategy Group partnered with another firm to secure $1,000,000 in additional funding for Homeless Coalitions across the state. Southern Strategy Group passed a bill to amend various provisions of the Value Adjustment Board process. Southern Strategy Group amended unfavorable language for a bill imposing new requirements on taxing authorities for posting information on their websites. Southern Strategy Group assisted in securing appropriations for homelessness, affordable housing and advocated for passage of the Florida Criminal Behavioral Health project, amendments to the Florida Building Code, and facilitated passage of the Civil Citation legislation. Name: Broward County Time of Commencement: January 2015 Time of Completion: Ongoing Contact Individual Name and Title: Mr. Edward Labrador, Intergovernmental Affairs Director Address: 115 S. Andrews Avenue, Room 426, Fort Lauderdale, FL 33301 Telephone: 954.357.7575 Contact's Email: elabrador@broward.org Summary of Project: Southern Strategy Group secured $340,000 in funding for a drainage repairs. This project includes headwall replacements, pipe extensions, new catch basins and outfalls. The project will remove storm waters from local roadways and improve flood routing capacity for storm-water runoff, thereby reducing the risk of property damage and personal injury resulting from flooding. Southern Strategy Group secured $300,000 to install additional guardrails between the road and the canal bank from SW 142nd Avenue to SW 148th Avenue and between SW 136th Avenue to the 12600 block of Stirling Road (approximately 4,200 linear feet total.) Southern Strategy Group defeated legislation that would preempt local government banning the practice of fracking. Southern Strategy Group secured several million dollars for local road and water projects for this rural town in Broward County. Southern Strategy Group also defended against attempts by neighboring cities to change the rural lifestyle of the Town, and defeated legislation that the Town felt could harm them. Southern Strategy Group secured $1,246,446 in funding during the legislative session for drainage, road, and guardrail projects. Name: Town of Southwest Ranches Time of Commencement: October 2013 Time of Completion: Ongoing Contact Individual Name and Title: Mr. Andy Berns, Town Administrator Address _1.3400 Griffin Road,Southwest Ranches,FL 33330_ 13 Telephone: 954.434.0008 Contact's Email: aberns@southwestranches.org Ronald L. Book, P.A. Summary of Project: The scope of services we provide is comparable to those requested in RFQ 2017-242-WG, specifically regarding Legislative Consulting Services, including legislation which impacts the City, and procuring appropriations funding requests. We have secured millions in funding for improvements to stormwater projects, and secured funds for the City's Emergency Operations Center. Name: City of Aventura Time of Commencement: 1995 Time of Completion: Ongoing Contact Individual Name and Title: Mr. Eric Soroka, City Manager Address: 19200 W. Country Club Drive, Aventura, FL 33180 Telephone: 305.466.8910 Contact's Email: sorokae@cityofaventura.com Summary of Project: The scope of services we provide is comparable to those requested in RFQ 2017-242-WG, specifically regarding Legislative Consulting Services, including legislation which impacts the City, and procuring appropriations funding requests. We have secured millions in funding for improvements to stormwater systems, and secured funds for the City's Emergency Operations Center. On behalf of the City, we have secured funding for several stormwater improvement projects, and the City's cultural facilities grant for the 114th Avenue Community Center. Name: City of Doral Time of Commencement: 2005 Time of Completion: Ongoing Contact Individual Name and Title: Mr. Al Childress, Assistant City Manager Address: 8401 NW 53rd Terrace, 3rd Floor Doral, FL 33166 Telephone: 305.593.6690 ext. 1200 Contact's Email: Albert.Childress@cityofdoral.com Summary of Project: The scope of services we provide is comparable to those requested in RFQ 2017-242-WG, specifically regarding Legislative Consulting Services, including legislation which impacts the City, and procuring appropriations funding requests. We have secured millions in funding for improvements to stormwater systems, and secured funds for the City's Emergency Operations Center. We have secured funding to defray the costs of the preparation of the City's comprehensive plan as well as millions in funding for stormwater improvements, and renovation of City parks. Additionally, we assisted the city with the restoration of a beach pier, an important economic development project, and the North Bay Road Emergency Pedestrian Bridge. Name: City of Sunny Isle Beach 14 Time of Commencement: 1997 Time of Completion: Ongoing Contact Individual Name and Title: Mr. Chris Russo, City Manager Address: 18070 Collins Ave., Sunny Isles Beach, FL 33160 Telephone: 305.792.1731 Contact's Email: crusso@sibfl.net Summary of Project: The scope of services we provide is comparable to those requested in RFQ 2017-242-WG, specifically regarding Legislative Consulting Services, including legislation which impacts the City, and procuring appropriations funding requests. We have secured millions in funding for improvements to stormwater projects, and secured funds for the City's Emergency Operations Center. On behalf of the City, we have secured funding for various water projects over several years, and have secured funding through FDOT for a large-scale transportation project, in conjunction with an ongoing economic development project. Name: City of Sunrise Time of Commencement: 2003 Time of Completion: Ongoing Contact Individual Name and Title: Mr. Richard Salamon, City Manager Address: 10770 W. Oakland Park Blvd., Sunrise, FL 33351 Telephone: 954.746.3430 Contact's Email: RSalamon@sunrisefl.gov Summary of Project: The City of Fort Lauderdale has been a client for approximately 6 years. During this time we have secured funding for various stormwater projects, for the police department synthetic and designer drugs prevention initiative, and passed legislation regarding long term boat anchoring within the city limits. In addition, we were successful in fighting off several fuel industry amendments that would have effectively removed the City's ability to regulate development or expansion of the fuel terminal station at Port Everglades, within its jurisdiction. Name: City of Fort Lauderdale Time of Commencement: 2011 Time of Completion: Ongoing Contact Individual Name and Title: Mr. Lee Feldman, City Manager Address: 100 North Andrews Avenue, Fort Lauderdale, FL 33301 Telephone: 954.828.5959 Contact's Email: Ifeldman@fortlauderdale.gov 15 2. EXPERIENCE E QUALIFICATIONS 2.1 QUALIFICATIONS OF PROPOSING FIRM Firm History, Relevant Experience, and Proven Track Record Southern Strategy Group Southern Strategy Group is well positioned to deliver results. Southern Strategy Group's Tallahassee office was founded more than 18 years ago and the Miami office was founded eight years ago. In that time, Southern Strategy Group has built a team of lobbyists who can confront and overcome the challenges of a huge, complex, and rapidly changing state government. Southern Strategy Group has assembled a large team of seasoned professionals—most of them drawn from the highest ranks of state and local government and politics—who are steeped in a tradition of client service and effective advocacy. Nelson Diaz, Edgar Castro, and Kevin Cabrera have more than 40 years of combined lobbying experience at both the state and regional levels of government. The Miami lobbying team is supported by a full-time office administrator. Southern Strategy Group is a lobbying firm, period. Southern Strategy Group dedicates its entire focus to doing one thing exceedingly well: lobbying. Unlike lobbying firms built around a single dominant lobbyist, the power of Southern Strategy Group is the depth of experience and skill found in each member of its large lobbying team. The biographies of Southern Strategy Group's more 25 lobbyists read like a Who's Who from government and politics. The team's area of expertise extends to legislative appropriations, agriculture, water and natural resources, local government, transportation, land use planning and environmental permitting, rules and appointments, utilities, economic development, energy, telecommunications, public safety and law enforcement, taxation, insurance, and many other substantive specialty areas. Among it's five Florida offices, Southern Strategy Group employs 25 lobbying professionals, six full-time administrative personnel, four part-time administrative personnel, and typically utilizes two legislative interns during session. Ronald L. Book, P.A Ronald L. Book, P.A. is a law firm specializing in government affairs and consulting. The firm is a for profit, subchapter "S" corporation, incorporated in Florida in 1987. The firm's founder and sole owner is Ronald L. Book, an attorney licensed to practice law in Florida, who also serves as the firm's president and chief executive officer. The firm works 16 exclusively in the lobbying and government affairs arena, offering state legislative and executive branch lobbying services to a wide variety of interests, including local governments, business and industry, corporations, professional associations, health care providers, and not-for-profit organizations. The firm has eight employees: the firm principal, two firm executive employees, one professional administrative employee, two executive support employees and two clerical staff. We also employ four to six seasonal employees, who are legislative interns and assist in our Tallahassee office. Southern Strategy Group Accomplishments Project Description: Southern Strategy Group is one of several firms that Broward County employs to further the County's legislative agenda. While Southern Strategy Group was assigned a variety of policy issues, we were also assigned appropriation issues both statewide and county specific. The statewide issues involved partnering with fellow firms to sustain and increase funding for Florida's Homeless Coalitions and Grants. We succeeded in achieving historically high funding in this area. Another statewide program that Broward County had interest and for which we were assigned was affordable housing for seniors and for the state's workforce. While this area of the state budget is often tapped to shore up other "general fund" areas, we advocated successfully for as much as leadership in both houses could provide in a tight budget year. Last, a late session need surfaced involving child care regulation funding and Southern Strategy Group succeeded in providing the County needed funding for this regulation due to new requirements imposed by the federal government. Southern Strategy Group secured $1,000,000 in additional funding for Homeless Coalitions across the state. Southern Strategy Group passed a bill to amend various provisions of the Value Adjustment Board process. Southern Strategy Group amended unfavorable language for a bill imposing new requirements on taxing authorities for posting information on their websites. Southern Strategy Group assisted in securing appropriations for homelessness and affordable housing and advocated for passage of the Florida Criminal Behavioral Health project, amendments to the Florida Building Code, and facilitated passage of the Civil Citation legislation. Agency Name: Broward County Agency Contact: Edward Labrador, Director of Intergovernmental Affairs & Professional Standards Contact Telephone and E-mail: 954.826.1155 elabrador@broward.org Year(s) and Term of Engagement: 1/13/15-Present Project Description: Southern Strategy Group has been under contract for the last several years to ensure continued funding of the Central Florida Expressway Authority's (CFX) transportation building plans, gain approval for bond finance authority, rename roadways, as well as monitor all legislation of interest. Southern Strategy Group represents 17 CFX before the Chair of the Transportation and Transportation Appropriations committees, full Appropriations Committee Chairs, House and Senate Majority Leaders, Speaker of the House, Senate President, Florida Department of Transportation (FDOT), Florida Transportation Commission, and the Executive Office of the Governor. One success includes statutory authority to give Central Florida Expressway Authority to enter into 99- year land leases (previously capped at 40 years). After helping to pass legislation to create the CFX in 2014, Southern Strategy Group passed a bill with some additional changes needed to the governance structure of CFX that arose from the original implementation. Agency Name: Central Florida Expressway Authority (CFX) Agency Contact: Laura Kelley, Executive Director Contact Telephone and E-mail: 407.690.5000 Laura.Kelley@CFXWay.com Year(s) and Term of Engagement: 12/4/07-Present Project Description: Southern Strategy Group is retained to represent the Central Florida Regional Transportation Authority (LYNX) to actively engage the executive and legislative branches of Florida government on bill drafting, statute development, and other transportation developments; advance, monitor, and pass legislation; create a legislative plan; and assist in grant applications, proposals for transportation initiatives, and other actions that advance public transportation initiatives in Central Florida. Southern Strategy Group's successes include negotiating a transit fee for state colleges and also stopping onerous language regarding bus stoppages on state roads from being contained in the overall transportation package bill. Southern Strategy Group worked with local elected officials and LYNX to stop an effort to privatize the authority. Agency Name: Central Florida Regional Transportation Authority (LYNX) Agency Contact: Edward Johnson, Chief Executive Officer Contact Telephone and E-mail: 407.254.6214 eljohnson@golynx.com Year(s) and Term of Engagement: 3/1/13-Present Project Description: Southern Strategy Group secured $2,000,000 for continued nutrient and algae cleanup of Kings Bay. Southern Strategy Group successfully secured a $1,400,000 legislative appropriation during the 2016 Legislative Session for the Kings Bay Restoration project. Southern Strategy Group then worked with the Florida Department of Environmental Protection (FDEP) to secure another $2,000,000 through FDEP for the project in 2016. Agency Name: City of Crystal River Agency Contact: Dave Burnell, City Manager Contact Telephone and E-mail: 352.795.4216 ext. 301 dburnell@crystalriverfl.org Year(s) and Term of Engagement: 12/1/16-Present 18 — — dimimmiimmigionowinsom Project Description: Southern Strategy Group shepherded a large-scale pension reform bill through the Florida Legislature that will give municipalities with certain public pension challenges, including Jacksonville, more tools to address their issues locally. Southern Strategy Group also helped secure nearly $2,000,000 for City infrastructure and public safety initiatives. Agency Name: City of Jacksonville Agency Contact: Ali Korman Shelton, Director of Intergovernmental Affairs Contact Telephone and E-mail: 904.630.1825 akshelton@coj.net Year(s) and Term of Engagement: 1/1/16-Present Project Description: Southern Strategy Group secured $450,000 for the Se7en Wetlands park project. These funds will be combined with City funds to create a new 1,640 acre public park at the site of the City's Wetland Treatment System. Southern Strategy Group defeated multiple pieces of legislation including power regulation, presumptive disability, and certificate of need. Southern Strategy Group secured $500,000 to fund Phase II of the Se7en Wetlands 1,600 Regional Public Park. David Shepp successfully secured $5,300,000 in funding for the City for the construction of a new air traffic control tower at the Lakeland Linder Airport. Agency Name: City of Lakeland Agency Contact: Tony Delgado, City Manager Contact Telephone and E-mail: 863.434.6260 tony.delgado@lakelandgov.net Year(s) and Term of Engagement: 2/1/15-Present Project Description: Southern Strategy Group has represented the City of Miami since November 2016. During the 2017 Legislative Session, Southern Strategy Group secured $1,100,000 in funding for the City's stormwater master plan, which will help advance the City's progress in reducing the duration of flooding conditions; mitigate the City's drainage concerns; and address sea level rise as well as develop counter-measures to alleviate impacts on private and public properties. Southern Strategy Group also secured funding for an anonymous crime analytics application to report crimes in the City at $700,000. In addition, Southern Strategy Group helped support and pass a number of the City's legislative priorities, the highest priority being, FDOT's New Starts program. Through agency rule, Southern Strategy Group helped negotiate an increase in the funding caps. This resulted in increased state funding caps from 12.5% to 25% for transportation projects that have previously received federal funding in prior phases. Miami-Dade County's SMART Plan will be one of the main beneficiaries of this increase in potential funding. Agency Name: City of Miami Agency Contact: Diana Arteaga, Director of Government Relations & Senior Advisor to the City Manager Contact Telephone and E-mail: 305.416.1952 darteaga@miamigov.com Year(s) and Term of Engagement: 11/1/16-Present 19 Project Description: Since representing the City of Miami Beach, Southern Strategy Group has secured $500,000 in stormwater projects. Southern Strategy Group also helped secure $20,000,000 in state funding for Indian Creek through advocacy with the FDOT.. Southern Strategy Group also facilitated contact with FDOT which resulted in SIB (State Infrastructure Bank) loan approval for the City for a Light Rail Street Car Project for $50,000,000. Additionally through our contacts with the FDOT Secretary, we facilitated inclusion of $12,500,000 in FDOT work plan for the Light Rail Street Car Project. In addition to state funding, Southern Strategy Group passed priority legislation for the City. One priority bill passed prohibits boaters from anchoring overnight in newly designated zones in Miami-Dade and Broward Counties. It prohibits anchoring or mooring any time between half-hour after sunset to a half-hour before sunrise in Sunset Lake in Miami-Dade, three sections of Biscayne Bay, and an area of the Middle River in Broward. Southern Strategy Group also worked to defeat legislation on behalf of the City. We defeated the passage of the single sex bathroom facilities bill and passed the civil citation bill allowing police officers the flexibility of issuing civil citations for minor offenses, reducing the cost on local governments of incarcerating non-violent minor offenders. Additionally, groundwork was laid for revisions to the Miami-Dade Metropolitan Planning Organization law. Southern Strategy Group provided advocacy in committee meetings, both pro and con, for a variety of legislation that would affect the City. More recently, in the 2017 Legislative Session, Southern Strategy Group helped defeat HB 17. HB 17, filed by Representative Randy Fine and supported by House leadership and would have prevented local governments from passing regulation without specific authorization from the state on issues relating to business, professions, or occupations. Despite early movement of the bill during interim committee meetings, we were successful in preventing the bill from moving further in the committee process, therefore killing the bill for the session. The Senate version, SB 1158 by Senator Passidomo, was prevented from being heard in a single committee of reference. We also defeated HB 789. HB 789, relating to procurement of professional services was another effort to preempt local regulation by forcing local governments to award contracts for certain professional services, such as architecture and landscaping, based upon best value, as opposed to competitive qualification. A Senate version of the bill never emerged, and the bill was killed before reaching its second committee of reference. In addition, we were successful in preventing the legislation from being amended onto any other germane bill moving through the process. Southern Strategy Group was also successful in advocating for SB 1338 and HB 7043, which addresses the troubles associated with derelict and abandoned vessels on municipal waterways. The legislation implements recommendations from the 20 rn Fish and Wildlife Conservation Commission (FWC) regarding regulation of the anchoring and mooring of vessels outside the boundaries of public mooring fields. HB 7043 was successfully passed and includes provisions such as prohibiting a vessel from anchoring or mooring within certain locations, providing penalties for operation with an expired registration, and allowing local governments to enact and enforce certain regulations related to anchoring and mooring. Agency Name: City of Miami Beach Agency Contact: Marcia Monserrat, Chief of Staff, Office of the City Manager Contact Telephone and E-mail: 305.673.7010 MarciaMonserrat@miamibeachfl.gov Year(s) and Term of Engagement: 10/1/14-Present Project Description: Southern Strategy Group is retained to represent the City of Orlando to assist in securing funding for local projects and provide lobbying services before the legislative and executive branches of Florida government. Specifically, Southern Strategy Group assists the City on the following key issues: transportation, economic development, public safety, and home rule. During the 2014 Legislative Session, Southern Strategy Group assisted in the passing of HB 7095/SB 1216- Controversial "process" package that ultimately allowed first year funding through the Legislative Budget Commission for "shovel ready" projects. This package provided the necessary funding for Orlando City Soccer to build a stadium for year one. Agency Name: City of Orlando Agency Contact: Buddy Dyer, Mayor Contact Telephone and E-mail: 407.246.2221 buddy.dyer@cityoforlando.net Year(s) and Term of Engagement: 2/5/07-Present Project Description: Southern Strategy Group secured $750,000 for street widening project adding additional street parking to the growing midtown area in Plant City. Agency Name: City of Plant City Agency Contact: Kim Leinbach, Interim City Manager Contact Telephone and E-mail: 813.659.4200 kleinbach@plantcitygov.com Year(s) and Term of Engagement: 2/1/17-Present Project Description: Southern Strategy Group represented the City of South Miami before the Florida Cabinet sitting as the Transmission Line Siting Board, regarding the determination of Florida Power & Light's proposed transmission line corridor through Miami-Dade County. Agency Name: City of South Miami Agency Contact: Steve Alexander, City Manager Contact Telephone and E-mail: 305.668.2510 salexander@southmiami.gov Year(s) and Term of Engagement: 11/1/13-6/9/13 21 Project Description: Southern Strategy Group competitively bid on DeSoto County's state lobbying contract in 2014 and was awarded the contract. As a small, rural county, DeSoto County faces funding challenges that Southern Strategy Group was well poised to assist with. Southern Strategy Group secured $500,0000 for two lift stations to divert wastewater to new treatment facility. Southern Strategy Group secured a $750,000 appropriation for a new fire station that otherwise would have never been funded or built, due to the fiscal constraints of the County. Southern Strategy Group secured $500,000 for a water project. Agency Name: DeSoto County Commission Agency Contact: Mandy Hines, County Administrator Contact Telephone and E-mail: 863.993.4800 mhines@desotobocc.com Year(s) and Term of Engagement: 11/19/14-Present Project Description: Southern Strategy Group successfully worked with the Sheriff's office to develop a contract with the Florida Department of Corrections to house inmates in the Glades County Jail. Agency Name: Glades County Sheriff's Office Agency Contact: Robert DeMann Contact Telephone and E-mail: 863.946.1600 ext. 2103 rdemann@gladessheriff.org Year(s) and Term of Engagement: 3/27/15-10/31/15 Project Description: Southern Strategy Group is retained to represent Hernando County to assist in securing funding for local projects and provide lobbying services before the legislative and executive branches of Florida government. Additionally, Southern Strategy Group was hired to assist with the creation and implementation of the County's strategic plan as well as assist with RESTORE Act funding and process. Specifically, Southern Strategy Group has been successful in securing almost $10,000,000 in appropriations and grants for special projects for the County since hired in 2013. Southern Strategy Group secured $75,000 for the mosquito control program in Hernando County. Southern Strategy Group secured $3,000,000 in funding during the legislative session for capital funding for the Natural Coast Educational Plaza and $1,150,000 in funding for the Tampa Bay Innovation Training Center. Southern Strategy Group was successful in a variety of areas for Hernando County during the 2013 Legislative Session, including securing $1,500,000 for a partnership with Pasco-Hernando Community College and the Hernando County School District to create a new adult technical training program, $750,000 for enhancements to Rogers Park, $1,500,000 for Chinsegut Hill Historic Plantation and the Manor House Restoration, and $2,000,000 to expand Hernando County's rural broadband network. Southern Strategy Group also worked with surrounding delegation to secure funding for Hernando County within the Coast to Coast trail appropriation. Finally, Southern Strategy Group worked with the FDOT and the Department of Economic Opportunity to secure an additional $3 million grant funding. 22 Agency Name: Hernando County Agency Contact: Leonard Sossamon, County Administrator Contact Telephone and E-mail: 352.754.4000 Isossamon@co.hernando.fl.us Year(s) and Term of Engagement: 1/1/13-Present Project Description: Southern Strategy Group secured $600,000 for a fire and rescue station. Agency Name: Jackson County Agency Contact: Ernie Padgett, County Administrator Contact Telephone and E-mail: 850.482.9633 epadgett@jacksoncountyfl.com Year(s) and Term of Engagement: 2/1/16-Present Project Description: Southern Strategy Group successfully secured a $19,100,000 appropriation to build a new K-8 school in Jackson County. This is anticipated to be the first of three appropriations of the same amount, totaling $57,300,000 million for the Jackson County School District. Agency Name: Jackson County School Board Agency Contact: Steve Benton, Sr., Superintendent Contact Telephone and E-mail: 850.482.1200 ext. 210 steve.benton@jcsb.org Year(s) and Term of Engagement: 7/1/16-Present Project Description: Southern Strategy Group secured funding for a recreational corridor for walking, running and bicycling in Downtown Miami. Southern Strategy Group passed legislation that will help the court system address issues with criminal defendants who have mental illness. Southern Strategy Group passed controversial legislation clarifying their legal authority to levy ad valorem taxes in the City of Miami; secured hundreds of thousands of dollars over the last two years that we have represented them for mental health and homelessness. Southern Strategy Group secured $250,000 in funding during the legislative session for treatment services for individuals served by the 11th Judicial Circuit Criminal Mental Health Project. Agency Name: Miami Downtown Development Authority Agency Contact: Alyce Robertson, Executive Director Contact Telephone and E-mail: 305.579.6675 robertson@miamidda.com Year(s) and Term of Engagement: 11/15/13-Present Project Description: Southern Strategy Group is retained to provide legislative branch representation on policy and appropriation issues. Southern Strategy Group secured $3,000,000 in funding for the Sheriff's joint venture with Polk State College — Center for Public Safety. Agency Name: Polk County Sheriff's Office Agency Contact: Grady Judd, Sheriff Contact Telephone and E-mail: 863.298.6200 - - Year(s) and Term of Engagement: 1/15/15-Present Project Description: Southern Strategy Group was part of the team to secure $15,000,000 in funding for ICAMR, the sensor manufacturing facility in Osceola County. ICAMR was the key economic development effort by the county working with the University of Central Florida. Southern Strategy Group was retained during the 2013 Legislative Session to secure legislative language and funding for the retention of existing spring training franchises. Agency Name: Osceola County Agency Contact: Don Fisher, County Manager Contact Telephone and E-mail: 407.742.2385 dfis@osceola.org Year(s) and Term of Engagement: 2/13/15-Present Project Description: Southern Strategy Group secured $1,500,000 for a new fire station and animal shelter. Southern Strategy Group worked on behalf of the County and all rural transportation providers to obtain new funding to help the providers offset losses incurred as a result of statewide Medicaid managed care. Additionally, money for a study was obtained to examine how to assist providers in the long-term. Southern Strategy Group secured $300,000 for creek restoration including vegetation debris and sediment removal, bank stabilization, removal of exotic vegetation species. Agency Name: Putnam County Agency Contact: R.G. Leary, County Administrator Contact Telephone and E-mail: 386.329.0212 rick.leary@putnam-fl.com Year(s) and Term of Engagement: 12/1/14-Present Project Description: Southern Strategy Group was hired by the Putnam County School Board just before the start of the 2014 Legislative Session. The County qualified, but did not apply for, the Special Facilities Program so they were on the outside looking in related to additional facilities funding. During the conference process Southern Strategy Group was able to get $1,000,000 placed in the capital outlay budget making Putnam County the only county to receive additional funds outside of those who applied and were awarded the Special Facilities Program funding. Agency Name: Putnam County School Board Agency Contact: Rick Surrency, Superintendent Contact Telephone and E-mail: 386.329.0602 rsurrency@my.putnamschools.org Year(s) and Term of Engagement: 3/3/14-Present Project Description: Southern Strategy Group was unanimously selected by the Board of County Commissioners to be the primary lobbyist for Sarasota County in 2014 and has represented them ever since. Southern Strategy Group secured $5,950,956 for beach renourishment of Siesta Key Beach. Southern Strategy Group secured water project infrastructure funding which included $225,000 for the Dona Bay water quality project and $225,000 for the Siesta Key Master Pump Station. Additionally, Southern Strategy Group 24 was asked to work with several state agencies including the Florida Department of Health, The FDOT and the Florida Department of Economic Opportunity. During the 2015 Legislative Session, Southern Strategy Group successfully secured $3,045,000 in beach renourishment funding, which was above what was recommended by the Department. Agency Name: Sarasota County Agency Contact: Robert Lewis, Director of Community & Intergovernmental Relations Contact Telephone and E-mail: 941.444.9532 rlewis@scgov.net Year(s) and Term of Engagement: 9/1/14-Present Project Description: Southern Strategy Group secured $1,000,000 for the expansion of the current Seminole County Juvenile Justice Center. Southern Strategy Group secured $1,000,000 for an automated dispatch to upgrade the Seminole Sheriff's dispatch system. Southern Strategy Group successfully secured $2,000,000 for the completion of the 17-92 flyover in Casselberry and $500,000 for a bear prevention program designed to decrease bear/human conflicts. Southern Strategy Group fought back the Relocation of Utilities bill. This bill provided that government pay for relocation of utilities when local government needed the space for road improvement regardless of whether it was a right-of-way or easement. Agency Name: Seminole County Agency Contact: Meloney Lung, Assistant County Manager Contact Telephone and E-mail: 407.665.7224 mlung@seminolecountyfl.gov Year(s) and Term of Engagement: 1/13/15-Present Project Description: Southern Strategy Group secured $285,000 for an aviator program in conjunction with Sanford Airport and Seminole State College. The program was designed to steer students into an aviation career which is sorely lacking in trained employees. Southern Strategy Group successfully secured $500,000 for a high-tech manufacturing program at Lake Mary High School. Agency Name: Seminole County Public Schools Agency Contact: Walt Griffin, Superintendent Contact Telephone and E-mail: 407.320.0006 walt_griffin@scps.us Year(s) and Term of Engagement: 12-15/14-6/30/17 Project Description: Southern Strategy Group secured $600,000 for seawall repair. The seawall will provide a solid barrier between the water body and land that will protect property and roadway. This protection will function to prevent erosion and other hazards. Southern Strategy Group has secured more than $1,000,000 for local road and water projects over the last several years. Our team stopped legislation that would have forced them to spend town money on issues that should be paid for by the state, and defeated several unfunded mandates. 25 Agency Name: Town of Medley Agency Contact: Roberto Martell, Mayor Contact Telephone and E-mail: 305.397.7361 martell@townofinedley.com Year(s) and Term of Engagement: 1/21/14-Present Project Description: Southern Strategy Group has been retained by the Town of Miami Lakes since January 2014. Services include monitoring, taking positions and lobbying on state budgeting and legislation which impacts the Town, particularly in the areas of public safety, law enforcement, business attraction and retention, infrastructure improvements, telecommunications, transportation, environmental, park development, park land acquisition, revenue enhancement, and unfunded mandates. This past legislative session, Southern Strategy Group secured $1,000,000 in funding for canal stabilization which will result in improved canal appearance, canal performance, and protect private property values and ad valorem revenue. The Project will benefit a total market value of over $44,000,000 of tax-payers' private property. In 2017, Southern Strategy Group also secured $300,000 in funding for a rock mining study to be conducted in the quarry between Miami Lakes & Miramar. This will study, analyze and test if current allowable mining limit need to be adjusted. As residents in Miami Lakes and Miramar are currently complaining of having cracks in their homes and pools due to the nearby mining. Additionally, during our representation Southern Strategy Group secured $300,000 in funding for Lake Sarah drainage improvements and $1,300,000 in funding for water, flooding, and canal bank stabilization. Agency Name: Town of Miami Lakes Agency Contact: Alex Rey, Town Manager Contact Telephone and E-mail: 305.364.6100 reya@miamilakes-fl.gov Year(s) and Term of Engagement: 1/27/14-Present Project Description: Southern Strategy Group secured $340,000 in funding for a drainage repairs. This project includes headwall replacements, pipe extensions, new catch basins and outfalls. The project will remove storm waters from local roadways and improve flood routing capacity for storm-water runoff, thereby reducing the risk of property damage and personal injury resulting from flooding. Southern Strategy Group secured $300,000 to install additional guardrails between the road and the canal bank from SW 142nd Avenue to SW 148th Avenue and between SW 136th Avenue to the 12600 block of Stirling Road (approximately 4,200 linear feet total.) Southern Strategy Group defeated legislation that would preempt local government banning the practice of fracking. Southern Strategy Group secured several million dollars for local road and water projects for this rural town in Broward County. Southern Strategy Group also defended against attempts by neighboring cities to change the rural lifestyle of the Town, and defeated legislation that the Town felt could harm them. Southern Strategy Group secured $1,246,446 in funding during the legislative session for drainage, road, and guardrail projects. 26 Agency Name: Town of Southwest Ranches Agency Contact: Andy Berns, Town Administrator Contact Telephone and E-mail: aberns@southwestranches.com Year(s) and Term of Engagement: 10/2/13-Present Project Description: Southern Strategy Group has been retained to represent the Village of El Portal before the executive and legislative branches of Florida government since January 2015 on matters related to appropriations requests. During the 2017 Legislative Session, Southern Strategy Group secured $550,000 in funding for drainage improvements to address water quantity and quality issues which will serve a 42 acre section within the Village of El Portal in Miami-Dade County. Additionally, during our representation Southern Strategy Group secured $200,000 in funding for drainage improvements to address water quantity and quality issues which will serve a 42 acre section within the Village of El Portal in Miami-Dade County. Southern Strategy Group secured supplemental funding for police department. Agency Name: Village of El Portal Agency Contact: Claudia Cubillos, Mayor Contact Telephone and E-mail: 305.778.4199 mayorcubillos@villageofelportal.org Year(s) and Term of Engagement: 1/1/15-Present Ronald L. Book, P.A. Accomplishments Project Description: Initially, our representation of Brevard County consisted of issues related to the Space industry, in the wake of the dismantling of the Space Shuttle program in the area. We assisted in passing several pieces of legislation to incentivize private investment in the space industry after federal changes to the space program. More recently, our efforts have been focused on parks, environment, water issues, and emergency management. We secured over $2 million for various water projects within the County. Additionally, we have secured $1 million for the Field of Dreams Park, an accessible, all-abilities park, and $3 million for the Brevard County Emergency Operations Center. Agency Name: Brevard County Agency Contact: Frank Abbate, County Manager Contact Telephone and E-mail: 321.633.2001 frank.abate@brevardfl.gov Year(s) and Term of Engagement: 2010-Present Project Description: Broward, like Miami-Dade County, is a long time firm client. Similarly sized, it is an urban community with major metropolitan issues. For Broward County, we have fought numerous preemptions, including preemptions on moving services and, more recently, regulation of short term rentals. One legacy accomplishmen27 as passage of a bill to create a countywide special district to fund children's services. We have also worked on the following issues for Broward County: ocean outfall regulation, state regulation of local governments to allow for the e-filing of various construction plans, local and state government requirements for solar panel grants, and the calculation of detention costs of the County for juvenile offenders. More recently, we have assisted with Medicaid issues, and secured funding for Broward's child protection teams. Agency Name: Broward County Agency Contact: Edward Labrador, Director, Intergovernmental Affairs and Professional Standards Contact Telephone and E-mail: 954.826.1155 elabrador@broward.org Year(s) and Term of Engagement: Ongoing for more than 20 years Project Description: Pinellas County is a waterfront community, and, as such, beach renourishment has been a major priority. We have assisted the County by securing millions for various beach and shore projects as well as funds for transportation, specifically bridge repair and reconstruction. On a substantive front, we have passed legislation creating statutory guideline for disposition of unclaimed bodies and indigent burials. Additionally, we worked to ensure legislation restructuring the time frame for local governments to include tax referendum on a local ballot, would not adversely affect a planned ballot referendum, the Penny for Pinellas. Agency Name: Pinellas County Agency Contact: Martha Edenfield, Esq., Dean Mead (lead firm) Contact Telephone and E-mail: 850.999.4100 medenfield@deanmead.com Year(s) and Term of Engagement: 2003-Present Project Description: We were hired by St. Lucie County as part of a pilot project for the School District and the County to work collaboratively during the 2017 session. We worked to oppose changes to Title I funding and charter school capital outlay. We were also active in the recess debate, working to limit mandates to schools and provide some flexibility in this area. We joined other Districts in calling for increases to the FEFP during special session, which did increase by approximately $100 per student. Agency Name: St. Lucie County Agency Contact: Nicole Fogarty, Legislative Affairs Manager Contact Telephone and E-mail: 772.462.6406 fogartyn@stlucieco.org Year(s) and Term of Engagement: 2016-2017 Project Description: We were hired by the St. Lucie County School District to assist with a claims bill. The School District of St. Lucie County (District) was the defendant in a claims bill that resulted from a wrongful death claim after a school bus accident. Legislation was filed on behalf of the claimant, and in its original form, the bill would have 28 required the school district to pay the entire $8.7 million judgement, creating a serious financial burden on the District. We worked closely with the District and the claimant and were able to reduce the total payment to $1.5 million over two fiscal years. (see HB 6529, 2017 session). Agency Name: St. Lucie County School District Agency Contact: Wayne Gent, Superintendent Contact Telephone and E-mail: 772.429.3925 wayne.gent@stlucieschools.org Year(s) and Term of Engagement: 2016-2017 Project Description: Over the years, we have secured funding for a myriad of projects, and we have assisted in creating and amending substantive law. Our work has brought millions to Miami-Dade for projects such as the Juvenile Assessment Center, the Juvenile Alternative Services Program (JASP), Elderly Meals Programs, the Trial Court Conflict Program and many others. Additionally, we have passed legislation allowing for body cameras on police officers, funding and legislation to address homeless issues, and secured funding for the military museum, Affordable Housing, and Crisis Outplacement homeless funding among other issues. Each year we work to ensure home rule, and over the last few years have fought off strong attempts to preempt red light camera regulation, and ride sharing regulation. Lastly, we have successfully fought off a strong attempt to propose an amendment to the State Constitution, applicable to all counties, to remove county's authority to choose certain county officers in manner other than election. Agency Name: Miami-Dade County Agency Contact: Jess McCarty, Assistant County Attorney Contact Telephone and E-mail: 305.375.1634 jmm2@miamidade.gov Year(s) and Term of Engagement: Ongoing for more than 20 years Project Description: As Miami-Dade County continues to grow, transportation and transit funding issues remain key priorities. Our firm has worked closely with our Delegation and House and Senate leadership, to ensure full funding of the Transportation Five Year Plan over the last several years. Additionally, we assisted in the approval of three recent, critical priorities: • Passage of legislation that requires the Miami-Dade Expressway Authority, (MDX), to dedicate a portion of its surplus revenues to transportation and transit-related expenses for projects in municipalities and counties in which MDX operates. • Passage of legislation that addresses insurance liability issues for the South Florida Regional Transportation Authority (SFRTA) which operates commuter rail service in Palm Beach, Broward, and Miami-Dade counties. Legislation allowed the SFRTA to indemnify the Florida East Coast Railway (FECR), and All Aboard Florida (AAF). 29 We also worked closely with the Delegation and the Secretary of the Florida Department of Transportation, to secure a commitment from the Florida Department of Transportation, that funds in support of Miami-Dade's SMART plan, as an extension of the existing Metrorail line, would not be subject to the 12.5 percent funding limitation. Agency Name: Miami-Dade County Transportation Issues/Transit Funding Agency Contact: Jess McCarty, Assistant County Attorney Contact Telephone and E-mail: 305.375.1634 jmm2@miamidade.gov Year(s) and Term of Engagement: Ongoing for more than 20 years Project Description: An additional item that our firm worked tirelessly to accomplish is the completion of the Port of Miami Tunnel. For many years, Miami-Dade County had planned a tunnel to allow truck traffic to move quickly from the Port to other regional roads. Through a partnership with the state and federal government, Miami-Dade County secured funds to complete the initial stages of tunnel development. In late 2008, it became clear that the state had concerns related to the tunnel project and could not continue to move the project forward, ending years of effort by many stakeholders to complete the project, and threatening the growth of the County's port and the decline of the economy in the region. Our office worked closely with Miami-Dade Delegation, key legislative leaders, the office of the Governor and the Secretary of the Department of Transportation to find a solution to the issues which prevented the project from moving forward. Funding was awarded and today, the tunnel has been completed. Agency Name: Miami-Dade County Port of Miami Tunnel Agency Contact: Jess McCarty, Assistant County Attorney Contact Telephone and E-mail: 305.375.1634 jmm2@miamidade.gov Year(s) and Term of Engagement: Ongoing for more than 20 years Project Description: Much like Miami-Dade County, the Miami-Dade County School District (District) utilizes a team approach. The primary responsibility of the team is to ensure that Miami-Dade County has maximum flexibility with funds appropriated for education purposes. Last session was very difficult for traditional public schools, but we did see an increase in the FEFP, no cuts to the digital classrooms or safe schools allocation and an increase to exceptional student education. We have had significant substantive accomplishments for the district, including passage of a bill to reform the value adjustment board process (see HB 499, 2016 Session). Working closely with our Delegation, we included language in the appropriations implementing bill that allowed the school district to realize the full value of the gross taxable value available. This is known as the prior period adjustment millage, and this language had an impact of more than $50 million to the District. Agency Name: Miami-Dade County School Board Agency Contact: Iraida Mendez- Cartaya, Assistant Superintendent 30 Contact Telephone and E-mail: 305.995.1497 imendez@dadeschools.net Year(s) and Term of Engagement: 2005-Present i Project Description: A small, beachfront community, the Village of Bal Harbour has utilized our firm to assist with substantive issues related to tourist taxes, red light cameras and FRS/retirement issues. We recently secured $600,000 for sanitary sewer improvements. Agency Name: Bal Harbour Village Agency Contact: Jorge Gonzalez, Village Manager Contact Telephone and E-mail: 305.866.4633 jgonzalez@balharbourfl.gov Year(s) and Term of Engagement: Ongoing for more than 10 years Project Description: We are proud to have represented the City of Aventura since its incorporation in 1995. Early on, we assisted the city with securing funds for the statutorily required comprehensive plan. One legacy accomplishment was approval of legislation to give the City limited eminent domain powers to secure land for a charter school, one of the first projects of its kind. Passage of red light cameras and defeat of the many red light repeal bills has also been a high priority. As a city with a large population of condominiums, we have been engaged on every major condominium bill that has passed in recent memory. Finally, we have assisted the City in securing millions for flood control projects, most recently in the areas of 29th Avenue and 191St street. Agency Name: City of Aventura Agency Contact: Eric Soroka, City Manager Contact Telephone and E-mail: 305.466.8910 sorokae@cityofaventura.com Year(s) and Term of Engagement: 1995-Present Project Description: The City of Cooper City has long made parks a priority. We have secured funding for a number of city parks through the Florida Recreation Development Assistance (FRDAP) Program. We have also assisted with water projects, most recently securing $520,800 for replacement of asbestos water mains. Agency Name: City of Cooper City Agency Contact: Bruce Loucks, City Manager Contact Telephone and E-mail: 954.434.4300 bloucks@coopercityfl.org Year(s) and Term of Engagement: Ongoing for more than 10 years Project Description: We have had great success in our representation of the City of Doral, securing $500,000 for the 114th Avenue Community Center through the Cultural Facilities Program, $1.0 million for Canal Bank Stabilization, and millions for stormwater system improvements, city wide effort that has been funded over several years. We have also defeated attempts to reform membership of the Metropolitan Planning Organization. Agency Name: City of Doral Agency Contact: Albert Childress, Deputy City Manager Contact Telephone and E-mail: 305.593.6690 albert.childress@cityofdoral.com Year(s) and Term of Engagement: 2013-Present 31 Project Description: We recently assisted the City of Fort Lauderdale with a major piece of legislation related to anchoring and mooring of vessels. The City was experiencing issues with boaters anchoring for long-periods of time in the Middle River, in an area that was traditionally used for watersports. We worked over several years to pass legislation to address this problem, and in 2016 passed HB 1051, creating four anchoring limitation areas in all of Florida, one of which included the portion of the middle river that was of concern to the City of Fort Lauderdale. That legislation included a sunset on the program, and in 2017, we passed language to remove the sunset and continue the program. In addition to these efforts, we have actively been engaged on numerous administrative issues for the City, mainly at the Department of Environment Protection and the Fish and Wildlife Conservation Commission. These issues have related to permitting of events at Ft. Lauderdale beach, including the annual Fourth of July Celebration and the Tortuga Festival. These events take place during turtle nesting season and require oversight from these agencies. We were integrally involved in resolving all permit issues for these events for the City. Agency Name: City of Ft. Lauderdale Agency Contact: Lee Feldman, City Manager Contact Telephone and E-mail: 954.828.5013 Ifeldman@fortlauderdale.gov Year(s) and Term of Engagement: 2009-Present Project Description: We have had great success on behalf of the City of Lauderdale Lakes, bringing home funds for projects in criminal justice, transportation and water/sewer. These include, for 2016, $100,00 for the Virtual Policing Project; $500,000 for the Stormwater Conveyance and Water Quality Improvement Project; $200,000 for the Lauderdale Lakes Pollutant Reduction Tactics Project; and, $1.0 million for NE 31st Avenue Corridor Improvements. Agency Name: City of Lauderdale Lakes Agency Contact: Phil Alleyne, City Manager Contact Telephone and E-mail: 954.535.2740 phila@lauderdalelakes.org Year(s) and Term of Engagement: 2004-Present Project Description: Over the 2016 and 2017 Sessions, we worked in conjunction with a united team from each of the cities within the Florida Keys, and with Monroe County, toward the creation and funding of the "Florida Keys Stewardship Act." This comprehensive legislation expands the use of local government infrastructure surtaxes to include acquiring any interest in land for public recreation, conservation, or protection of natural resources, expands the use of Everglades restoration bonds, and requires a portion of the Florida Forever appropriations to be used for the purchase of lands in the Florida Keys Area of Critical State Concern. Funding allocated through this Act in 2016 included $5 million for water-quality projects, and $5 million for land-conservation projects, and in 2017,. a total of$13,333,333. 32 Agency Name: City of Marathon Agency Contact: Chuck Lindsey, City Manager Contact Telephone and E-mail: 305.289.4130 lindseyc@ci.marathon.fl.us Year(s) and Term of Engagement: Ongoing for more than five years Project Description: Marco Island is a relatively new client of the firm, and we have focused our efforts on several capital projects. During the 2017 session, we secured $750,000 for the Marine Rescue/Emergency Medical Services Facility. In 2016, we secured funds for two water projects: $750,000 for Marco Shores Alternative Water Solutions and $299,140 for Marco Island Stormwater Master Plan Drainage Improvements. We have also secured funds for beach renourishment, specifically for the South Shore renourishment in the amount of$1.5 million. Agency Name: City of Marco Island Agency Contact: Guillermo Polanco, Interim City Manager Contact Telephone and E-mail: 239.389.5000 gpolanco@cityofmarcoisland.com Year(s) and Term of Engagement: Contract is ongoing for more than four years Project Description: The City of Miramar is a long time firm client, and over the years we have secured funding for a wide array of city priorities, including library renovations, hurricane hardening, and, of course, water projects. We recently secured $500,000 for improvements to the City's cultural center and $750,000 for construction of a new fire station. Agency Name: City of Miramar Agency Contact: Kathleen Woods-Richardson, City Manager Contact Telephone and E-mail: 954.602.3115 Year(s) and Term of Engagement: Contract is ongoing for more than five years Project Description: The City of North Miami is a longtime firm client as we have represented them for well over 20-years. Legacy accomplishments for the City include funding to build the City's Museum of Contemporary Art (MOCA). More recently, we assisted the City by defeating a claims bill on a vote in committee. We also defeated an amendment that would have preempted the City's authority over a local road, which could have led to development in an environmentally protected area. Water policy has also been important to the City and we have defeated repeated legislative attempts to repeal the water surcharge. Since the City operates its own water system, we have also secured funding for potable water projects as well as traditional flooding/stormwater and sewer related projects. Agency Name: City of North Miami Agency Contact: Larry Spring, City Manager Contact Telephone and E-mail: 305.895.9888 (spring@northmiamifl.gov Year(s) and Term of Engagement: 1990-Present 33 - Project Description: The City of North Miami Beach is also a longtime firm client, and our history with the City dates back more than 20 years. Similar to North Miami, we have defeated attempts to repeal the water surcharge. We have also secured funding for numerous City parks through the FRDAP program, and recently secured funds for the City to make needed improvements to the historic Fulford Fountain. These funds were obtained through the state's Historic Preservation program. Agency Name: City of North Miami Beach Agency Contact: Ana Garcia, City Manager Contact Telephone and E-mail: 305.948.2900 ana.garcia@citynmb.com Year(s) and Term of Engagement: 1995-Present Project Description: We have worked closely with the Department of Transportation to prioritize funding of two new interchanges in the City, which are critical to the City's economic development goals. We also secured $1.8 million in funds for "The Range," a state-of-the-art law enforcement and disaster training facility. One recent water projects was funded in the amount of $400,000 for Stormwater Treatment at City Marina/High Tech Corridor. We also secured $222,817 for the Palm Bay Historic Pier and Shoreline Restoration. Agency Name: City of Palm Bay Agency Contact: Gregg Lynk, City Manager Contact Telephone and E-mail: 321.952.3413 gregg.lynk@palmbayflorida.org Year(s) and Term of Engagement: 2008-Present Project Description: During our longtime representation of the City of Pinellas Park, we have secured million in funds for improvements to Park Boulevard, a major City thoroughfare. That project was significant and spanned several years. We have also secured funding for various water projects. On a substantive front, we have assisted the City with defeating local bills that would have adversely impacted their ability to deliver fire rescue services. Agency Name: City of Pinellas Park Agency Contact: Lana Beck, Government Relations Administrator Contact Telephone and E-mail: 727.369.5745 lbeck@pinellas-park.com Year(s) and Term of Engagement: 2004-Present Project Description: The City of Sunny Isles Beach has been our client since their incorporation. As a beachfront community, beach renourishment projects have been critical and we have delivered on many occasions. We have also assisted the City with purchases of land for parks, primarily through the Florida Communities Trust grant program. Utilizing this grant program, the City was able to purchase two valuable oceanfront parcels and preserve them for public enjoyment. We have secured funding for 34 the restoration of the beach pier, which is now complete. In recent sessions, we have secured $300,000 for drainage improvements and $500,000 for the City's pedestrian bridge project. Agency Name: City of Sunny Isles Beach Agency Contact: Chris Russo, City Manager Contact Telephone and E-mail: 305.792.1731 crusso@sibfl.net Year(s) and Term of Engagement: 1997-Present Project Description: On behalf of the City, we have secured funding for various water projects over several years, including $500,000 in 2017 for the Wastewater Treatment Plant Improvements, and $450,000 in 2016 for the City's stormwater master plan. We have also recently secured funding through FDOT, for the City's large scale transportation project, in conjunction with an ongoing economic development project, a high priority for Sunrise. Agency Name: City of Sunrise Agency Contact: Richard Salamon, City Manager Contact Telephone and E-mail: 954.746.3430 rsalamon@sunrisefl.gov Year(s) and Term of Engagement: Ongoing for more than six years Project Description: On behalf of the City of Tallahassee we have secured funding for the remediation of Cascades Park, funding for various stormwater and wastewater projects, and funding for the Airport for airline cost mitigation. Additionally, we have been able to secure funding for the city's Regional Hazardous Materials Response Team, which serves five (5) counties in the region, and funding for the Lake Leon Playground at Tom Brown Park. Agency Name: City of Tallahassee Agency Contact: Dustin Daniels, Chief of Staff to the Mayor Contact Telephone and E-mail: 850.891.8002 dustin.daniels@talgov.com Year(s) and Term of Engagement: Ongoing for more than 10 years Project Description: We recently assisted Tamarac with an important issue related to charter schools, amending legislation to clarify that when a municipality provides land or other significant resources to the development off a charter school, the children of residents and the children of employees are given first consideration for admission (see HB 7029, 2016 session). Recent appropriations accomplishments include: $400,000 for the Culvert and Headwall Improvement Project, $150,000 for the Receiving Pond Erosion Control Project and $50,000 for Water's Edge Park, which was funded through the FRDAP small development grant program. Agency Name: City of Tamarac Agency Contact: Diane Phillips, Assistant City Manager Contact Telephone and E-mail: 954.597.3510 diane.phillips@tamarac.org Year(s) and Term-of-Engagement—Ongoing for more than 10-years — 35 Project Description: The Village of Palmetto Bay has been our client since their initial incorporation. One accomplishment of which we are particularly proud is securing $2.7 million for the purchase of the C-100 Historic Bayfront property, a unique property which is now used for public enjoyment. Parks have always been a high priority for the City and they have actively pursued FRDAP grants. We have had to work aggressively on the FRDAP program, encouraging the Legislature to fully fund the program so that even projects that are not necessarily highly ranked are funded. Agency Name: Village of Palmetto Bay Agency Contact: Ed Silva, Village Manager Contact Telephone and E-mail: 305.259.1234 esilva@palmettobay-fl.gov Year(s) and Term of Engagement: 2003-Present Project Description: We have historically assisted the Village of Royal Palm Beach with parks and water projects, including, most recently, $250,000 for the Royal Palm Beach Comprehensive Stormwater Master Program, over $1.2 million for other various water projects and $250,000 for renovations to Veteran's Park. Agency Name: Village of Royal Palm Beach Agency Contact: Raymond Liggins, Village Manager Contact Telephone and E-mail: 561.790.5103 rliggins@royalpalmbeach.com Year(s) and Term of Engagement: Ongoing for more than five years 36 2.2 EXPERIENCE AND QUALIFICATIONS Twenty five Southern Strategy Group lobbyists will be available to the City. The following team members from Southern Strategy Group and Ronald L. Book, P.A. will serve as key personnel. City of Miami Beach Project Leaders Southern Strategy Group Project Leader Ronald L. Book, P.A. Edgar Castro Jerry McDaniel Ron Book Nelson Diaz Kevin Cabrera David Browning Kelly Mallette Chris Dudley Rana Brown Jim Smith Paul Bradshaw On behalf of the City, Edgar Castro and Jerry McDaniel will serve as the main points of contact and project leaders from the proposing team of Southern Strategy Group. Ron Book will serve as Ronald L. Book, P.A.'s main point of contact and project leader. In addition, Nelson Diaz, Kevin Cabrera, David Browning, Chris Dudley, Jim Smith, and Paul Bradshaw with Southern Strategy Group, as well as Kelly Mallette and Rana Brown with Ronald L. Book, P.A. will assist in the execution of legislative strategies and utilize their relationships in the Florida Legislature on behalf of the City. Southern Strategy Group operates as a team and meets regularly in order to discuss the development and strategic execution of every client the firm represents. Together, we will fully leverage our teams' resources and prioritize activity based on the highest likelihood of success on behalf of our client. 37 EDGAR CASTRO Edgar Castro's core business is government affairs, community relations, and lobbying in Miami-Dade County and Tallahassee, Florida. As an expert in the public policy process at the municipal, county, and state levels, Edgar assists his clients in navigating their way through the ever-increasing maze of legislative and regulatory challenges to achieve their goals and objectives. Edgar has successfully advocated for issues addressing the needs of businesses, trade associations, municipalities, and the Florida Bar before Florida's executive and legislative branches, administrative and regulatory agencies, Miami-Dade County, and a number of the municipalities therein. Edgar's clients rely on him to develop and implement offensive and defensive political strategies to successfully negotiate legislative provisions on their behalf. Edgar advocates for clients on issues relating to transportation, family law, gaming, telecommunications, financial services, emergency management, intellectual property, and energy. Additionally, Edgar assists his clients with their relationships within the Hispanic community by developing a strategic plan of engagement, while also facilitating access to important elected leaders and stakeholders in the Hispanic community. Edgar began his political career in Tallahassee, working in the Governor's Office and then as a Legislative Assistant, for the Florida House of Representatives. Edgar's experience in this role taught him the intricacies of the legislative processes and committee procedures, helping him build strong ties to staff and members of both chambers and parties. Throughout his career, Edgar has worked on numerous political campaigns in Florida, including candidates in the U.S. House and Senate, Florida House of Representatives and Senate, and the Miami-Dade Board of County Commissioners. In addition to his experiences in Tallahassee, Edgar worked in Washington, DC as a public policy consultant for a government relations firm. There, Edgar was responsible for researching and analyzing state and federal legislative actions and making recommendations to help clients effectively respond to governmental opportunities while avoiding potential risks. MIAMI 999 Ponce de Leon Blvd., STRATEGY GROUP; Penthouse Suite 1105 * * * Coral Gables, FL 33134 O: 305.421.6304 C: 305.333.0649 canwil , @ castro©sostrategy.com sostrategy.com @EOC77 tr @SoStrategyFL "$w ® Edgar Castro ® southern-strategy- group-florida 4044841/4„,„ 38 NELSON D. DIAl Nelson D. Diaz concentrates his practice on government and community relations. Nelson has successfully represented local governments, businesses, trade associations and other corporate clients before the Florida legislative and executive branches of government. Nelson has become one of Florida's young rising stars since serving as Chief Legislative Aide to the Former Speaker of the Florida House of Representatives, and now United States Senator, Marco Rubio. In addition, Nelson has successfully represented corporate entities before the Miami-Dade County Board of County Commissioners, numerous Miami-Dade County agencies and departments, the City of Miami, the City of Hialeah, and several other municipal governments and authorities in Miami-Dade County. In addition to government relations, Nelson has successfully guided many corporate clients entering the South Florida market, providing community relations services. By advising new entrants to the market on who the key players are, which organizations to join, and how to navigate the local political waters, Nelson has assisted many clients successfully enter the South Florida and Miami markets. Nelson began his political career as a volunteer in the 1996 Presidential campaign in Florida where he and many other young leaders, including now U.S. Senator Marco Rubio, State Senator Anitere Flores, Lt. Governor Carlos Lopez-Cantera, and many other now-elected officials, worked hard to build a strong Republican Party base in South Florida. Since then, Nelson has worked on countless political campaigns in Florida from federal races for Presidential and U.S. Senate, to state races for Governor, Cabinet offices, Florida House of Representatives, and Florida Senate, as well as many local government campaigns for county commission, city councils, and mayor's races. Nelson has also been active in various business and civic organizations locally, and counts many legislators, party officials, and legislative leaders among his personal friends.As a result of Nelson's service with U.S. Senator Rubio and his involvement in many campaigns, Nelson has established an extensive network of key contacts in Miami- Dade County and within the Florida Legislature. In fact, Nelson currently serves as the Chairman of the Republican Party of Miami- Dade County and serves on the executive board of the Republican Party of Florida. Active in the local community, Nelson served on the City of Miami's Historical and Environmental Preservation Board, protecting the city's historical and environmental treasures, as well as the Miami-Dade County Community Council of West Kendall, a local land use and zoning board. Additionally, Nelson serves on the Board of Directors for Kristi House, Miami-Dade County's child advocacy center for child victims of sexual abuse and human trafficking. Recently, Florida Governor Rick Scott appointed Nelson to the statewide Children and Youth Cabinet for his service and advocacy on behalf of Florida's children. Nelson attended Florida International University, where he earned his Bachelor's degree in International Relations, with a Certificate in Latin American and Caribbean Studies, as well as minors in Political Science and Geography. Nelson graduated from the University of Florida, College of Law, cum laude, and was admitted to the Florida Bar in 2004. MIAMI 999 Ponce de Leon Blvd., STRATEGY GROUP w Penthouse Suite 1105 Coral Gables, FL 33134 ~, O: 305.421.6304 C: 305.490.3414 sostrategy.com @ diaz©sostrategy.com ©SoStrategyFL nelson-diaz ® southern-strategy- group-florida 39 t'. KEVIN HARINO CADRERA Kevin Marino Cabrera joins Southern Strategy Group after managing campaigns on both the State and Federal levels and serving his Miami-Dade community as a Councilman. Kevin began his political career after many years in management and sales in the freight forwarding industry as a volunteer for Congressman Carlos Curbelo's 2014 congressional campaign and subsequently joining the campaign as its Field Director. Kevin later served as the Director of Constituent Services in Congressman Curbelo's district office. Kevin was then recruited to join Governor Jeb Bush's Presidential campaign as the South Florida Director, while also assisting with Hispanic outreach in Iowa, New Hampshire, and South Carolina. Most recently Kevin managed a Florida House campaign. Active in the local community, Kevin served for many years on the Miami-Dade Republican Party Executive Committee. In 2015, Kevin was appointed by Commissioner Juan Zapata as a Councilman for West Kendall's Community Council in Miami Dade County, a local land use and zoning board. Kevin was subsequently elected to a full-term in 2016. A native of Miami-Dade County, Kevin majored in Political Science with a minor in International Relations at Florida International University, graduating cum laude. Kevin is also a Honors graduate from Miami-Dade College where he received an Associate Degree in Public Administration. MIAMI 999 Ponce de Leon Blvd., STRATEGY GROUP Penthouse Suite 1105 * * * Coral Gables, FL 33134 0: 305.421.6304 C: 786.329.9080 @ cabrera@sostrategy.com sostrategy.com @KMarinoCabrera @SoStrategyFL kevin-marino-cabrera-8b164155 ® southern-strategy- group-florida 40 JERRY MDANIEL Jerry McDaniel has had the honor and privilege of serving three Attorneys General and a variety of executive branch agencies in his 37 years in Florida government. Of particular note, the final seven years, Jerry served as the State Budget Director for Florida's last two Governors (2007-2014). As Budget Director, Jerry formulated, presented, and advanced the Governor's budget and policy agenda through seven legislative sessions. This work necessitated managing and directing of the Governor's Office of Policy and Budget and close daily interaction with the Governor. The Florida budget, while Jerry was Budget Director, grew from about $70 billion to over$74 billion. During Jerry's tenure as Budget Director, he was an active participant and member of the National Association of State Budget Officers (NASBO). During his final three years at NASBO, Jerry was nominated to serve on the Executive Committee and also chair the Health and Human Services committee. This post involved coordinating conference calls with other states, presentations to the association, and general monitoring of state and federal issues that impact state's budgets. Finally, a key aspect of Jerry's duties as Budget Director was to participate with Florida's Division of Bond Finance and the Governor's Chief Economist, to apprise national bond ratings agencies on the status throughout the year on Florida's budget, economy, debt, and pension liability. This interaction was pivotal in Florida being optimally positioned to achieve the highest rating possible and therefore the lowest financing costs for Florida's roads, infrastructure construction, and land purchases. Service for all three Attorneys General involved participation on the Executive Management team as Administration Director. General responsibilities involved oversight and management of information technology, finance, budget, procurement, and human resources. TALLAHASSEE 123 S. Adams Street STRATEGY GROUP Tallahassee, FL 32301 P.O. Box 10570 Tallahassee, FL 32302 0: 850.671.4401 sostrategy.com F: 850.671.4402 C: 850.566.6068 V ©SoStrategyFL @ mcdaniel@sostrategy.com ® southern-strategy- s group-florida jerry-mcdaniei 41 DAVID BROWNING David Browning is one of Florida's top political campaign operatives. David has worked with Florida's most powerful elected officials and brings a new dimension to Southern Strategy Group's team of lobbyists in Tallahassee. David was instrumental in raising millions of dollars for campaign war chests in the 2010 election cycle for Governor Rick Scott. David also worked for Chief Financial Officer Jeff Atwater and Agriculture Commissioner Adam Putnam and set fundraising records for those campaigns. Fundraiser, strategist, and confidante, David is among a handful of insiders who help guide candidates to victory in Florida. David has been equally busy helping the legislative branch. David served as the chief fundraiser for Speaker Dean Cannon. David's responsibilities included raising money for Speaker Cannon's personal campaign, as well as working with House leadership to raise money for the House Republican Caucus. Through these efforts, the Florida House returned 81 republican members giving them a supermajority. In the Florida Senate David represented Senate President Mike Haridopolos and Senate Majority Leader Andy Gardiner. David worked with Senator John Thrasher who was elected in a highly contested special election. David brings his unique expertise to the Tallahassee team and offers our clients unprecedented insight into the workings of state government. David is a graduate of Florida State University with a degree in Political Science. , TALLAHASSEE ' ' 123 S. Adams Street STRATEGY GROUP __ Tallahassee, FL 32301 lo P.O. Box 10570 Tallahassee, FL 32302 0: 850.671.4401 sostrategy.com F: 850.671.4402 / - C: 850.321.3801 V @SoStrategyFL ,. ,,°r @ browning@sostrategy.com ® southern-strategy- group-florida el aavid-browning 42 CHRIS DUDLEY Chris is the managing partner of Southern Strategy Group, having joined the firm in November of 2000 after serving seven years in Florida government. During this time, Chris served as the Assistant to the Chief of Staff and the Deputy Chief of Staff to former Florida Governor Jeb Bush. Prior to serving in Governor Bush's administration, Chris served as the Deputy Chief of Staff, Deputy Legislative Director, and Special Assistant to former Florida Education Commissioner and former Florida Lt. Governor Frank T. Brogan. Chris also served as a legislative aide in the Florida House of Representatives. Throughout the years, Chris has worked on various state and local campaigns, including the 1998 and 2002 Bush/Brogan gubernatorial campaigns. A devoted community activist, Chris was a finalist for Volunteer of the Year in 2007. Chris has served on the Board of Directors for the Mary Brogan Museum of Art and Science, where he served for two years as Chairman, the Board of Directors for the United Way of the Big Bend, and the Board of Directors for the Greater Tallahassee Chamber of Commerce. Chris is currently the Immediate Past Chairman of the Florida Network of Youth and Family Services, a not-for-profit statewide association representing agencies which serve homeless, runaway, and troubled youth. Chris also serves on the local advisory board for Hancock Bank and is a member of the Board of Trustees for the Maclay School. Chris was recently appointed by Tallahassee Mayor Andrew Gillum to the Tallahassee Downtown Improvement Authority, an entity created by the Florida Legislature to promote the business and hospitality interests of downtown Tallahassee. Chris also serves on the Player Development Advisory Council for the United States Tennis Association. A native of Fort Myers, Florida, Chris Dudley graduated from the University of South Florida in 1993 with a Bachelor's degree in Political Science. Chris, his wife Susanne, and their two sons live in Tallahassee. TALLAHASSEE 123 S. Adams Street STRATEGY GROUP Tallahassee, FL 32301 P.O. Box 10570 Tallahassee, FL 32302 0: 850.671.4401 sostrategy.com F: 850.671.4402 C: 850.320.3801 V @SoStrategyFL @ dudley@sostrategy.com ® southern strategy _iiiis group-florida 1 La cnris-dudley tior43 JIM SMITH Jim Smith, a Florida political veteran of unmatched governmental experience, joins Southern Strategy Group after serving Florida and its citizens for more than 40. Elected to two terms at Florida's Attorney General, Jim was known`for his zeal in fighting crime and protecting Florida's consumers. Jim also served as Florida's Secretary of State, Chief of Staff to the Governor, Deputy Secretary of Commerce, and the Assistant Secretary of State. Jim has served on many task forces and boards including Co-Chairman the Florida Election Reform Task Force, Commission on the Future of Florida's Environment, Governor's Task Force to Promote Ethics in Government, and Governor's Commission on the Statewide Prosecution Function. Jim has also been involved in Florida's education system by being a member of the Board of Regents for the State University System and serving as Chairman and Vice Chairman of the Board of Trustees for Florida State University. Jim has often been honored for his commitment to Florida. Jim received the Honorary Doctor of Humane Letters Degree, Florida State University; Conservationist of the Year, Florida Audubon Society; Honorary Doctor of Laws Degree, Stetson University; Stetson University Distinguished Alumni Award; Friend of Education Award, Florida Teaching Profession-National Education Association; President's Award, Florida Education Association; Furtherance of Justice Award, Florida Prosecuting Attorneys Association; and Meritorious Service Award, Florida Silver-Haired Legislature. Jim was the recipient of a U.S. Department of Justice Award for Effectiveness in Drug Enforcement. Jim received a B.S. in Public Administration and Government from Florida State University and a J.D. from Stetson University of Law. TALLAHASSEE „ .: 123 S. Adams Street STRATEGY GROUP Tallahassee, FL 32301 * * * j " P.O. Box 10570 'y Tallahassee, FL 32302 0: 850.671.4401 sostrategy.com F: 850.671.4402 C: 850.591.2277 If @SoStrategyFL ~ @ jsmith@sostrategy.com ® southern-strategy- group-florida ,i,`„ -4,41 44 PAUL DRAD$NAW After a lengthy career as a policymaker in government and an administrative lawyer who litigated against government, Paul Bradshaw founded Southern Strategy Group in 1999. Paul's work often strayed from the arcana of policy to the less staid world of political campaigns. In the political realm, Paul worked on several successful statewide campaigns including Jeb Bush's first successful gubernatorial campaign. With a background in Florida government, Paul has dealt with a broad range of major public policy initiatives, including those directed at development, environmental protection, and public education. Between 1986 and 1990, Paul served in the Martinez Administration as the chief cabinet aide to the Governor, the director of the state's growth management program, and as the director of the Office of Policy and Budget. In those roles Paul was instrumental in advancing Florida's environmental and growth management programs. In 1998, working with then-candidate Jeb Bush, Paul was instrumental in crafting the education plan that ultimately completely re-engineered the K-12 system in Florida. Paul frequently writes speeches for candidates and elected officials, and during the course of his career has authored inaugural addresses and State of the State speeches for three governors. Paul's broad exposure to both the mechanics of government and bare-knuckled politics give him a rare ability to grasp the policy and political implications of lobbying issues. TALLAHASSEE vt„'; ',4,0,,, 123 S. Adams Street STRATEGY GROUP .&` Tallahassee, FL 32301 le P.O. Box 10570 Tallahassee, FL 32302 0: 850.671.4401 sostrategy.com * "�"" Y�, . F: 850.671.4402 f - . "� C: 850.459.3517 tir @SoStrategyFL @ bradshaw@sostrategy.com ® southern-strategy- ' group-florida ED paui-bradshaw 45 v i'. - a titi i Ronald L. Book, Esq. f Founder, President and CEO Ronald L. Book, P.A. Mr. Book is President and Chief Executive Officer of Ronald L. Book, P.A., a law firm that specializes in government affairs. Established in 1987, it is considered one of the premier lobbying firms in the state. Ron's history in the Florida political process dates back to the 1970's, when he began working for the Florida Legislature. He later served as Special Counsel to Florida Governor Bob Graham and as Director of the Administrative and Governmental Law Department for Miami-based Sparber, Shevin, Shapo, Heilbronner & Book, one of Florida's most influential law firms from 1977 to 1987. Since opening his own firm in 1987, Ron has developed a client list that is literally a "who's who" of local governments, business and industry, health care and not-for-profit associations. His reputation as a hard worker, dedicated to his client's causes, has earned him a place in the upper echelon of Tallahassee power. Associates, clients and lawmakers describe Ron Book and his firm as committed, tenacious, knowledgeable and credible. It is difficult to narrow Mr. Book's areas of expertise to simply a few. He has experience with a vast array issues including: appropriations, economic development, environmental remediation, public finance and tax issues, human and social services, transportation, growth management, health care, seaports and aviation, and many, many more. Simply put, if it is an issue that you have read about, Mr. Book has been at the center of the debate, influencing the decisions of policymakers for the past 44 legislative sessions. Over his career, Mr. Book is responsible for literally, billions in appropriations to various clients. During the 2017 alone, the firm secured over $150 million for clients, more than $16 million of which was for local water projects. In addition to that, Mr. Book has the following iconic, legacy accomplishments, of which the firm is very proud. • Negotiation of Port of Miami Tunnel Project, which Mr. Book revived after it was shelved by the Governor; • Passage of the Extremely Low Income housing program and $30 million in initial funding; • Reauthorization of the Affordable Housing Surtax for Miami-Dade County; • Legislation making the Miami Project to Cure Paralysis the direct beneficiary of funds collected from red light camera citations; • Dedicated revenue source amounting to millions for the Miami Project to Cure Paralysis • Long term lease of the South Florida Evaluation and Treatment Center to Miami-Dade County ($18 million in savings) MLBook is a member in good standing of the Florida Bar He_is_a registered lobbyist and a member of the Florida Association of Professional Lobbyists (FAPL). 46 Kelly C. Mallette I Senior Director of Government Affairs Ronald L. Book, P.A. Kelly Mallette has been a lobbyist in the firm for 14 years. She provides lobbying and advocacy services for numerous firm AS\ clients, including not-for-profit organizations, professional associations and multiple local governments. She has been _; instrumental to the firm in securing funding for special projects and making various substantive changes which are now law in Florida. Kelly is known amongst the firm's clients for her superior communication skills, both verbal and written. It's not unusual for a client to see Kelly's writing end up in official documents like veto messages, speeches and substantive legislation. Kelly's experience as a Senate aide to the former Chairman of the Senate Appropriations Subcommittee on Health and Human Services has provided her with a unique insight into Florida's budget process, including knowledge of important policies and priorities, and strong relationships with appropriations staffers. Kelly's entry into Tallahassee politics began many years ago, when, at the age of 19, she worked as an intern to one of Florida's most recognized lobbyists. She later served as Senior Policy Advisor to the Mayor of Miami. Active in Republican politics, Kelly is on the Board of Directors of the Miami-Dade Republican Party, and is also the chair of the Finance Committee. She was named Republican of the Year for Miami-Dade County in 2015, and she has been a delegate at each of the last three Republican National Conventions. Kelly recently served a 4-year term as a Commissioner in the Village of Biscayne Park, her hometown. She is a registered lobbyist and a member of the Florida Association of Professional Lobbyists (FAPL). 47 Rana G. Brown I Government Affairs Consultant Ronald L. Book, P.A. In 2008, Rana Brown joined Ronald L Book, P.A., with over 16 years of experience in government affairs. Ms. Brown is a 4 , Government Affairs Consultant for Ronald L. Book, P.A. She „m ,tµ 31 specializes in legislative procedure with emphasis on state and local government and various private sector interests. Ms. Brown provides executive direction services for the Florida Regional Councils' Association, a statewide organization. Her work with the Florida Regional Councils' provides her a depth of knowledge regarding local government, transportation, growth management and environmental issues. Prior to joining Ronald L. Book, P.A., Ms. Brown headed the Advocacy Department of the Greater Miami Chamber of Commerce where she restructured the Chamber's government affairs focus to address issues affecting the business community at the local, state and federal levels. Prior to her work at the Chamber, Ms. Brown held the position of Assistant Director of Intergovernmental Affairs within the office of the Mayor of Miami-Dade County, where she worked on behalf of the County before the state legislature, state agencies and executive branch. Ms. Brown's experience also includes nine years as staff in the Florida Senate, several of which were in the office of the Senate President, and six years as a legislative assistant to a South Florida legislator. Ms. Brown holds a B.A. in History from Florida State University. Ms. Brown is a registered lobbyist and a member of the Florida Association of Professional Lobbyists (FAPL). 48 3. APPROACH AND METHODOLOGY 3. APPROACH AND METHODOLOGY Southern Strategy Group & Ronald L. Book, P.A. are uniquely qualified to lead the City's lobbying efforts based on more than 100 years of combined experience representing municipalities before the legislative and executive branches of Florida government. As part of our advocacy in leading the City's lobbying efforts, we will assist the City developing a legislative priorities agenda, help build relationships between City elected officials and state legislators, and assist the City in navigating the complex appropriations process. Communication is key and as such, so you can expect regular correspondence. Accessibility to your advocates is critical so you can expect that we will always be available to the City's designee and that our responsiveness will be immediate and often. In short, leading the lobbying efforts of the City is something we will do extraordinarily well. In addition to developing a legislative priorities agenda, Southern Strategy Group and Ronald L. Book, P.A. will help the City formulate a successful plan of action with a timeline and inclusive of • action items. Having a former Attorney General, former House IFAppropriations Chairman, former Budget Director for two Governors, and various former staffers, we are able to rely on the entire team's expertise • • and institutional knowledge in guiding the City through the legislative and appropriations process. • • • Southern Strategy Group & Ronald L. Book, P.A. will successfully implement the City's goals. No team has a better grasp on the pulse of Tallahassee and South Florida than us. Our record and reputation T • • • • speaks for itself. Together, Southern Strategy Group and Ronald L. Book, P.A. helped secure over $279,000,000 in appropriations during the 2017 Legislative Session for our municipal clients. TEAMWORK Southern Strategy Group, along with Ronald L. Book, P.A., abide by three key principles when organizing and managing lobbying activities and projects for our clients. 1. Be Prepared: We advise our clients to prepare a substantive legislative agenda, with concise, defined goals that is readily available prior to the commencement of the legislative session, and we are hands on in assisting with this task. It is important to be prepared every time you walk through the doors of the state Capitol. We prepare by learning and knowing your issues so that we can easily communicate your message. We are well prepared for every interaction with a legislator or staff member and at every committee appearance. We are also prepared with support materials, including draft language, talking points, and budget figures. Providing accurate information in a professional and timely fashion is critical to success. 9 2. Be Dedicated: There is simply no substitute for hard work. We are proud that our firms are known as the hardest working firms in Florida. We start early and finish late. Issues at the state Capitol can change in an instant. As a client, it is important for you to know that we are available 24-hours a day, 7-days a week during the legislative session. We know that in order to be successful, every minute counts. Whether it is weekend budget conference meetings or late night floor debates, our team will be in the Capitol representing the City' interests. We have the dedication and determination to get the job done. 3. Be Accessible: Regular communication and accessibility are essential to accomplishing your goals. We have an open door policy in our office, and will make ourselves easily available to City staff and elected officials during the session. We are available via phone, email, text messages, and our office staff always knows where to find us. Whether it is a quick meeting in the Capitol to review a newly filed amendment, a late night review of the activities of the day, or an early morning meeting or conference call with a committee chairman, we are prepared to communicate with you — and to deliver your message — at all hours. We also take great pride in providing informative, accurate and timely updates as necessary, and Commission appearances as requested. Due to the fast-paced nature of the legislative process, our approach must be aggressive and seamless. Throughout our long history, we have been available at a moment's notice to discuss strategy, provide intelligence, or respond to a crisis and will continue to do so. We pledge that we will treat every issue — every amendment, every bill, and every budget request — as a priority, and we will adopt a proactive approach. Furthermore, we understand that the legislative process is not a process that begins and ends in the 60-day legislative session, but rather a year-round process that requires constant vigilance, commitment and dedication. Our approach for advocating on behalf of the City will consist of: • Work with City management to determine legislative priorities; • Identify& secure effective legislative sponsors in both chambers for the City's request; • Assist City management in completing bill drafts and any necessary forms; • Work with City management to draft and distribute materials to key members of leadership supporting the City's request; • Meet with leadership in House & Senate in key Committees to ensure the project/bill is favorably heard during Committee; • Meet with leadership in House & Senate to ensure floor passage; and • Meet with the of the Governor's Office in advance of the Governor's veto period. 50 111111111PPPril F-111.11 ACCESS INFLUENCE Additional action items for our approach are as follows: • As advocates, we regularly communicate with municipal staff throughout the year in crafting their respective legislative priorities agenda. This agenda serves as a living document that is updated regularly to track our efforts and to plan for issues that may arise that may affect the City. As part of our communication with the Government Affairs Manager, we will regularly meet and send reports and real time alerts pertaining to legislation that may be of importance to the City. We will also regularly speak with the City's Government Affairs Manager. Accessibility is a key component of our success in representing clients and we will make ourselves available to the City any time. We strongly believe that no call, text message, or e-mail should ever go unanswered or unreturned. • We will advise when appearances by City officials are necessary to advance the City's legislative priorities and facilitate those meetings with legislators and staff prior to any testimony. We will also assist in the preparation of talking points and messaging, as well any and all other aspects of the appearance. • A lot can happen during the "off-season." Often, the legislative staff reviews new ideas and issues that may be coming up during the next session. As your team of advocates, we will make sure to maintain a dialogue regarding the status of any pertinent and potential legislative actions. Although the legislature meets for only a 60-day session, legislators are consistently meeting and discussing policy initiatives. As a client, the City will be at the table when those discussions are had and the City's interests will be well represented and defended. With offices throughout the state and lobbyists all over Florida who are constantly meeting with legislators, we often get advanced notice of issues, ideas or legislation that may get proposed during the next legislative session. The City will be an immediate recipient of that information. • As we do for other municipal clients we regularly attend Miami-Dade League of Cities and/or Florida League of Cities meetings and work together with them and other entities on legislation that may be of interest to the City. Our partnership with the League of Cities is seamless. As your advocates, we will be readily available to contact state agencies on the City's behalf to schedule and attend meetings regarding any upcoming changes that may affect the City. Our long-standing relationships reach every level of government enabling us to advance your priorities and stay ahead of any developments that may be of importance to the City. Together our team will work year-round on improving existing relationships and building new ones, traveling statewide to meet with members and candidates early on. We meet elected officials before they get elected, helping them on their campaigns and going door-to- door with them in their districts. We continue to work these early relationships so that by the time they are in the leadership of their respective chambers, our bond with them is second to none. These strong relationships are a benefit for our clients. 51 Detail by Entity Name Page 1 of 2 DIVISION OF CORPORATIONS Florida Department of State tt 9F- org cd Department of State / Division of Corporations / Search Records / Detail By Document Number/ Detail by Entity Name Florida Limited Liability Company SOUTHERN STRATEGY GROUP OF MIAMI, LLC Filing Information Document Number L09000081990 FEI/EIN Number 27-0798190 Date Filed 08/25/2009 State FL Status ACTIVE Last Event LC AMENDMENT Event Date Filed 09/25/2009 Event Effective Date NONE Principal Address 999 PONCE DE LEON BLVD. Penthouse Suite 1105 CORAL GABLES, FL 33134 Changed: 02/19/2014 Mailing Address P.O. BOX 10570 TALLAHASSEE, FL 32302 Registered Agent Name&Address BRADSHAW, PAUL R 123 S.ADAMS TALLAHASSEE, FL 32301 Address Changed:02/14/2012 Authorized Person(s)Detail Name&Address Title MGRM BRADSHAW, PAUL 123 S.ADAMS TALLAHASSEE, FL 32301 Title MGRM SOUTHERN STRATEGY GROUP, INC. http://search.sunbiz.org/Inquiry/CorporationSearch/SearchResultDetail?inquirytype=Entit... 11/28/2017 Detail by Entity Name Page 2 of 2 PO Box 10570 TALLAHASSEE, FL 32302 Annual Reports Report Year Filed Date 2015 03/10/2015 2016 04/05/2016 2017 03/17/2017 Document Images 03117/2017—ANNUAL REPORT View image in PDF format 04/05/2016--ANNUAL REPORT View image in PDF format 03/10/2015--ANNUAL REPORT View image in PDF format 02/19/2014--ANNUAL REPORT View image in PDF format 03/05/2013--ANNUAL REPORT View image in PDF format 02/14/2012--ANNUAL REPORT View image in PDF format 02/24/2011--ANNUAL REPORT View image in PDF format 02118/2010--ANNUAL REPORT View image in PDF format 09/25/2009--LC Amendment View image in PDF format 08/25/2009--Florida Limited Liability View image in PDF format Fiorica Department of State,Dio!sron of Corporations http://se arch.sunbiz.org/Inquiry/CorporationSearch/SearchResultDetail?inquirytype=Entit... 11/28/2017 Detail by Entity Name Page 1 of 2 DIVISION OF CORPORATIONS Florida Department of State flfjf�+j- .0r� ' ®d Department of State / Division of Corporations I Search Records / Detail By Document Number/ Detail by Entity Name Florida Profit Corporation RONALD L. BOOK, P.A. Filing Information Document Number J54314 FEI/EIN Number 59-2769674 Date Filed 01/29/1987 State FL Status ACTIVE Principal Address 18851 NE 29TH AVENUE SUITE 1010 AVENTURA, FL 33180 Changed: 02/04/2009 Mailing Address 18851 NE 29TH AVENUE SUITE 1010 AVENTURA, FL 33180 Changed: 02/04/2009 Registered Agent Name&Address ROBERT H.ASCHHEIM 18851 NE 29TH AVENUE SUITE 1010 AVENTURA, FL 33180 Name Changed:02/04/2009 Address Changed:02/04/2009 OfficerlDirector Detail . Name&Address Title D BOOK, RONALD L 491 COCONUT PALM TER PLANTATION, FL 33324 http://search.sunbiz.org/Inquiry/CorporationSearch/SearchResultDetail?inquiiytype=Entit... 11/28/2017 Detail by Entity Name Page 2 of 2 Annual Reports Report Year Filed Date 2015 01/15/2015 2016 01/25/2016 2017 01/09/2017 Document Images 01/09/2017—ANNUAL REPORT View image in PDF format 01/25/2016--ANNUAL REPORT View image in PDF format 01/15/2015--ANNUAL REPORT View image in PDF format 01/09/2014—ANNUAL REPORT View image in PDF format 01/24/2013--ANNUAL REPORT View image in PDF format 01/04/2012—ANNUAL REPORT View image in PDF format 02/15/2011--ANNUAL REPORT View image in PDF format 02/17/2010—ANNUAL REPORT View image in PDF format 02/04/2009--ANNUAL REPORT View image in PDF format 02/18/2008--ANNUAL REPORT View image in PDF format • 01/24/2007--ANNUAL REPORT View image in PDF format 04/24/2006—ANNUAL REPORT View image in PDF format 01/28/2005--ANNUAL REPORT View image in PDF format 01/29/2004--ANNUAL REPORT! View image in PDF format 01/08/2003--ANNUAL REPORT View image in PDF format 01/17/2002--ANNUAL REPORT View image in PDF format 01/19/2001--ANNUAL REPORT View image in PDF format 01/27/2000--ANNUAL REPORT View image in PDF format 01/25/1999--ANNUAL REPORT View image in PDF format 01/22/1998--ANNUAL REPORT - View image in PDF format 01/14/1997--ANNUAL REPORT View image in PDF format 01/23/1996--ANNUAL REPORT View image in PDF format 01/17/1995—ANNUAL REPORT View image in PDF format Florica Departrnent of State,Division of Corpor000ns http://search.sunbiz.org/Inquiry/CorporationSearch/SearchResultDetail?inquirytype—Entit... 11/28/2017 ATTACHMENT D INSURANCE REQUIREMENTS APPENDIX E AM1 BEACH Insurance Requirements 2017-242-WG STATE LEGISLATIVE CONSULTING SERVICES PROCUREMENT DEPARTMENT 1755 Meridian Avenue, 3rd Floor Miami Beach, Florida 33139 RFQ 2017-242-WG 30 AM BEACH INSURANCE REQUIREMENTS This document sets forth the minimum levels of insurance that the contractor is required to maintain throughout the term of the contract and any renewal periods. The provider shall furnish to Department of Procurement, City of Miami Beach, 1755 Meridian Avenue, 3rd Floor, Miami Beach, Florida 33139, Certificate(s) of Insurance which indicate that insurance coverage has been obtained which meets the requirements as outlined below: A. Worker's Compensation Insurance for all employees of the vendor as required by Florida Statute 440. B. Commercial General Liability on a comprehensive basis in an amount not less than $1,000,000 combined single limit per occurrence for bodily injury and property damage.City of Miami Beach must be shown as an additional insured with respect to this coverage. . C. Automobile Liability Insurance covering all owned, non-owned and hired vehicles used in connection with the work, in an amount not less than $1,000,000 combined single limit per occurrence for bodily injury and property damage. D. Professional Liability Insurance in an amount not less than $1,000,000 with the deductible per claim, if any, not to exceed 10%of the limit of liability. A waiver of subrogation in favor of the City must be included for the policies required above. The insurance coverage required shall include those classifications, as listed in standard liability insurance manuals, which most nearly reflect the operations of the vendor. All insurance policies required above shall be issued by companies authorized to do business under the laws of the State of Florida, with the following qualifications: The company must be rated no less than "B+" as to management, and no less than "Class V" as to financial strength, by the latest edition of Best's Insurance Guide, published by A.M. Best Company, Oldwick, New Jersey,or its equivalent,subject to the approval of the City Risk Management Division. or The company must hold a valid Florida Certificate of Authority as shown in the latest "List of All Insurance Companies Authorized or Approved to Do Business in Florida" issued by the State of Florida Department of Insurance and are members of the Florida Guaranty Fund. Certificates will indicate no modification or change in insurance shall be made without thirty (30) days in advance notice to the certificate holder. CERTIFICATE HOLDER MUST READ: CITY OF MIAMI BEACH 1700 CONVENTION CENTER DRIVE 3rd FLOOR MIAMI BEACH, FL 33139 Compliance with the foregoing requirements shall not relieve the vendor of his liability and obligation under this section or under any other section of this agreement. The City of Miami Beach is self-insured. Any and all claim payments made from self-insurance are subject to the limits and provisions of Florida Statute 768.28,the Florida Constitution,and any other applicable Statutes. RFQ 2017-242-WG 31