PSA with BALLARD PARTNERS, INC. 'o/7- 36/ao
PROFESSIONAL SERVICES AGREEMENT
BETWEEN THE CITY OF MIAMI BEACH
AND
BALLARD PARTNERS INC.
FOR
FEDERAL GOVERNMENTAL CONSULTING SERVICES, PURSUANT TO
RFQ 2017-232-WG
This Professional Services Agreement (Agreement) is entered into this 1st day of February,
2018, 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 BALLARD PARTNERS INC., a
Florida for profit corporation, having its principal offices at 201 East Park Avenue, 5th Floor,
Tallahassee, FL 32301 (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, Department Director.
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 (RFQ) No. 2017-232-WG for Federal Governmental
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;
any addendum to the RFQ; the RFQ; and the Proposal.
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.
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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
performed in accordance with the terms and conditions set forth in Exhibit "A" and 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 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 three (3) years, with three (3) 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.
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SECTION 4
FEE
4.1 In consideration of the Services to be provided, Consultant shall be compensated on a
fixed fee basis, in the amount of$8,566.67 per month.
4.2 Reimbursable expenses must be approved in advance by the City Manager or designee.
The request for reimbursement must be detailed and completely substantiated by the related
receipts, proof of payment, or any other supporting document requested by the City Manager or
his designee.
4.3 In the event the Agreement is terminated, the fees will be prorated, based upon the
number of days in the month (in which the termination became effective) for which services
were rendered by the Consultant, through the effective date of the termination, as compared to
the total number of days in such month. Upon demand by the City, Consultant will refund to the
City any overpayments received.
4.4 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:
City of Miami Beach
Finance Department
1700 Convention Center Drive, 3rd Floor
Miami Beach, Fl 33139
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
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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
THE CITY MAY ALSO, THROUGH ITS CITY MANAGER, AND FOR ITS
CONVENIENCE AND WITHOUT CAUSE, TERMINATE THE AGREEMENT AT ANY
TIME DURING THE TERM BY GIVING WRITTEN NOTICE TO CONSULTANT OF
SUCH TERMINATION; WHICH SHALL BECOME EFFECTIVE WITHIN THIRTY (30)
DAYS FOLLOWING RECEIPT BY THE CONSULTANT OF SUCH NOTICE.
ADDITIONALLY, IN THE EVENT OF A PUBLIC HEALTH, WELFARE OR SAFETY
CONCERN, AS DETERMINED BY THE CITY MANAGER, IN THE CITY MANAGER'S
SOLE DISCRETION, THE CITY MANAGER, PURSUANT TO A VERBAL OR
WRITTEN NOTIFICATION TO CONTRACTOR, MAY IMMEDIATELY SUSPEND THE
SERVICES UNDER THIS AGREEMENT FOR A TIME CERTAIN, OR IN THE
ALTERNATIVE, TERMINATE THIS AGREEMENT ON A GIVEN DATE. IF THE
AGREEMENT IS TERMINATED FOR CONVENIENCE BY THE CITY, CONSULTANT
SHALL BE PAID FOR ANY SERVICES SATISFACTORILY PERFORMED UP TO THE
DATE OF TERMINATION; FOLLOWING WHICH THE CITY 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.
SECTION 6
INDEMNIFICATION AND INSURANCE REQUIREMENTS
6.1 INDEMNIFICATION
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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
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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
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
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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 $10,000.
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.
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 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.
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
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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 DELETETD]
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.
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.
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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 member on behalf of a third party during the term if its agreement with the City.
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 City.
(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
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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
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.
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(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: RAFAELGRANADOMIAMIBEACHFLGOV
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: Brian D. Ballard
Ballard Partners Inc.
201 East Park Avenue, 5th Floor
Tallahassee, FL 32301
TO CITY: Marcia Monserrat, Chief of Staff
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.
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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]
•
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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:
By:
C Clerk ,\,,„\\A 8 c1. Mayor
Date: •
)ORATED
FOR CONSULTANT: ' ;$ALLARD PARTNERS INC.
i i^) y
ATTEST:
By: l.J l'l.L 62i .- I— Agi
r
Carol L. Bracy, Treasurer Brian D. Ballard, President
Print Name and Title Print Nm,nd Title
pA . A,,
and Secretary .``‘
O .
Date: 1 /29/2018 :cSE ••
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City Attorney Att Dot
EXHIBIT "A"
TO THE PROFESSIONAL SERVICES AGREEMENT
BETWEEN THE CITY OF MIAMI BEACH
AND THE FIRM
BALLARD PARTNERS INC
FOR
FEDERAL GOVERNMENTAL CONSULTING SERVICES PURSUANT TO
REQUEST FOR QUALIFICATIONS 2017-232-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. The Consultant will confer with the Mayor and the City Commission; the City Attorney; The
City Manager, and other such City personnel, on all organizational planning and program
activity, which have a bearing on the ability of the City to make the best use of federal
legislation, programs and funding opportunities.
B. The Consultant will identify and notify the City Manager or City Manager's designee, at least
(30) days in advance, of federal programs relating to the City's areas of interest including,
without limitation, the following: transportation (e.g. ITS and related goals), intermodal
programs, community and economic development, environmental matters, coastal erosion,
beach nourishment, infrastructure improvement, hurricane recovery efforts, disaster relief
funds, disaster mitigation/resiliency funds, improvements in the national flood insurance
program, housing and urban development, homeless programs, urban development,
homeland security goals, financial and budgetary, and other areas of interest to the City.
C. The Consultant will 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 bearing on City policies, funding and programs.
D. Within thirty (30) days from the Effective Date of the Agreement, Consultant shall provide
the City with a detailed list of all upcoming federal programs which may align with the City's
areas of interest. Within thirty(30) days from receipt of the list of federal programs, the City
Manager or City Manager's designee will confirm which initial areas of interest the
Consultant will be authorized to pursue (the Stated Goals and Priorities), which may be
subject to change from time to time, in the City's sole discretion.
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E. The Consultant will maintain liaison with the City's congressional delegation and will assist
the delegation in connection with the Stated Goals and Priorities.
F. The Consultant will counsel with the City regarding appearances by City personnel in
negotiations with administrative agencies concerning City Projects requiring federal
assistance and cooperation.
G. The Consultant will assist the City in the renewal of executive proposals, legislation under
consideration, proposed and adopted administrative rules and regulations, and other
developments for the purpose of advising the City with respect to the Stated Goals and
Priorities.
H. The Consultant will communicate and coordinate with other lobbyists representing interests
which are consistent with those of the City in obtaining the Stated Goals and Priorities of the
City.
I. The Consultant will assist in contacting federal agencies on the City's behalf on a mutually
agreed upon basis when City funding applications are under consideration by such
agencies.
J. Consultant shall actively establish a strong identity and presence in Washington D.C. on
behalf of the City. This effort shall be reinforced by involvement in the political, regulatory
actions on behalf of the City.
K. The Consultant will actively establish and maintain working relationships with the executive
and legislative branches of the federal government that will enhance the City's position with
respect to financial assistance applications, regulatory procedures, legislation, budget
authorizations and appropriations, and other areas of interest to the City.
L. The Consultant will consult with the City, at least thirty(30) days in advance, regarding any
proposed formula changes in the Community Development Block Grant or any other major
federal programs to determine their impact to the City and take the necessary steps, as
mutually agreed upon, to influence changes in the best Interest of the City.
M. The Consultant will represent the City at Washington, D.C. area conferences and/or annual
meetings, as may be requested by the City.
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N. The Consultant will travel to the City and conduct two briefings with the City Commission
and City executive staff each year. During the briefings, Consultant and the City shall
review current matters being addressed by Consultant, as well as upcoming or potential
matters which could be of interest to the City. Within five (5) business days following each
of these briefings, Consultant will submit to the City a written report containing all matters
discussed during said briefings.
0. The Consultant will provide the City Manager's designee with a detailed monthly status
report including clear guidance and updates regarding any applicable timetables that would
affect the Stated Goals and Priorities and will indicate upcoming matters which may have a
bearing on the City's policies, programs, or areas of interest. By December 15th of each
year, Consultant will submit an annual report of accomplishments achieved on behalf of the
City. Additionally, once available, Consultant shall provide targeted analysis of federal
agency and congressional spending plans for the upcoming fiscal year.
P. The Consultant will respond to any requests from the City within two(2) business days.
Q. The City's position on key legislative action, shall be transmitted to federal legislature and
staff, as well as Committees and federal agencies (as appropriate) and other interest
groups. This may be accomplished through personal discussions with congressional
delegation, committee consultants and agency representatives, direct lobbying of
legislators, meeting with state agencies and other interest groups represented at the state
level, testifying at appropriate policy and fiscal committees and agency hearings,
orchestrating statements of legislators, prepare and send letters notifying appropriate
officials and agencies of the City's position and drafting announcements. Design and
implement a strategy, in consultation with the City staff that raises the consciousness and
awareness of issues relating to the City of Miami Beach with congressional leaders and
broadens and improves direct communication of City staff with the federal leadership;
F:\PURC\$ALL\Solicitations\2017\2017-232-WG(RFQ)Federal Governmental Consulting Services(rebid)\13-
Negotiations\PSA Federal Governmental Consulting Services 1.10.18.doc
15
ATTACHMENT A
RESOLUTION COMMISSION ITEMS AND COMMISSION
MEMORANDUM
Coversheet Page 1 of 2
Resolutions-R7 C
MIAMI B EAC
COMMISSION MEMORANDUM
TO: Honorable Mayor and Members of the City Commission
FROM: Jimmy L.Morales,City Manager
DATE: December 13,2017
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. 2017-232-WG, FOR FEDERAL GOVERNMENTAL
CONSULTING SERVICES; AUTHORIZING THE ADMINISTRATION TO ENTER INTO
NEGOTIATIONS WITH BALLARD PARTNERS, INC.; AND IF UNSUCCESSFUL IN NEGOTIATING
AN AGREEMENT WITH BALLARD PARTNERS, INC., AUTHORIZING THE ADMINISTRATION TO
ENTER INTO NEGOTIATIONS WITH THE FERGUSON GROUP, LLC; 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 December 14,2017,the Mayor and City Commission adopted resolution 2016-29357 authorizing the extension of the existing agreement
with MWW Group, LLC, for Federal governmental lobbying and consulting services, on a month to month basis, terminable by the City for
convenience and without cause, upon thirty(30)days written notice to MWW Group, LLC, and further authorized,the City Manager to issue
Request for Qualifications(RFQ)No.2017-005-WG for Federal Governmental Consulting Services.
On December 16,2016, RFQ No.2017-005-WG for Federal Consulting Services was issued. RFQ responses were due and received January
20,2017. The City received five(5)proposals. Notwithstanding the results of the evaluation of proposals,the Administration determined that it
was necessary to modify the solicitation requirements and specifications, in order to provide full transparency of the City's intent to potential
bidders. Given the need to revise the solicitation requirements and specifications, the City Manager recommended that all proposals be
rejected and following the necessary modifications,that the Administration release a subsequent RFQ for the services.
RFQ PROCESS
On June 2, 2017, (RFQ) No. 2017-232-WG for Federal Governmental Consulting Services was issued. RFQ responses were due and
received on July 20,2017. The City received proposals from the following firms:Alcalde&Fay, Ballard Partners, Inc.Cardinal Infrastructure,
LLC,MWW Group,LLC,The Ferguson Group,LLC,Van Ness Feldman,LLP and Scoyoc Associates,Inc.
The Evaluation Committee appointed by the City Manager pursuant to LTC# 398-2017 convened on August 11, 2017, to consider the
responsive proposals received.The Committee was comprised of Erick Chiroles,Commission Aide,Office of the Mayor and City Commission,
City of Miami Beach,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 Govemment
Sunshine Law. The Committee was also provided with general information on the scope of services and a copy of each proposal. The
Committee was 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.
Alcalde&Fay
Recognized as a bipartisan firm,Alcalde and Fay's partners and personnel are drawn from both sides of the political aisle and maintain close
working relationships with many key legislators and staff in the United Stated Senate and House of Representatives,as well as in the ranks of
political appointees and senior career staff in most Federal agencies.
Ballard Partners,Inc.
The Firm has extensive experience in governmental relations and advocacy,this is the cornerstone of their practices. They are versed in all
components of effective legislative and executive branch representation. More importantly, their team understands how to accomplish the
tasks given to them by their clients,working to identify their priority issues and implementing the best course of action to address those issues.
Cardinal Infrastructure.LLC
The Cardinal Infrastructure team offers a distinctly different approach to serving the City. They are a team of transportation, community and
economic development professionals and subject matter experts who offer a targeted and tailored approach designed to address the City's
goals They have years of experience on Capitol Hill and in the executive branch, specifically regarding public transportation and community
development.
https://miamibeach.novusagenda.com/agendapublic/Coversheet.aspx?Item1... 1/24/2018
Coversheet Page 2 of 2
The Ferguson Group,LLC
The Ferguson Group specializes in representing local governments before congress and the Administration. Local governmental advocacy is
the core of their business. They have strong ties in Florida and have staffed a South Florida office since 2001. Their Florida presence enables
a unique opportunity to engage in unmatched levels of communications and collaboration with the City in South Florida and in Washington D C.
MWW Group, LLC
The MWW Group maintains and continues to develop a strong and deep network of federal agency contacts,
program directors and leadership figures. Where changes in leadership require new relationship building, they
have been proactive in adapting strategies, as they have for decades, to target and approach new leadership
successfully.
Van Ness Feldman,LLP
Van Ness Feldman has strong roots in South Florida.They offer the advantage of having members of their proposed team which includes a
former United States Senator, a former staffer to the former U.S. Environmental Protection Agency Region 4 Regional Administrator/and
Principal Legal Advisor to Homeland Security's Immigration and Customs Enforcement,the former Sergeant at Arms of the U.S.Senate/former
Assistant Secretary of the Interior for Water and Science/and former Commissioner of the Immigration and Naturalization,and myself,a former
advisor to Governor Jeb Bush and native Floridian. In their various capacities of service, both while working in the public sector and in private
practice,they have successfully navigated Congresses and Administrations under both Republican and Democratic control.
Van Scovok Associates,Inc.
VSA is full service,bipartisan lobbying firm founded in 1990. Their success over the past 27 years,is due to their principals,each of whom has
been hired by VSA because of the quality of his or her knowledge, contacts,and skills.VSA Offers their clients unparalleled resources,which
cannot be matched by smaller firms. They retain the touch of a small firm, but the resources and knowledge of the entire firm. They offer
extensive federal experience that combines insider knowledge of Capitol Hill and the Executive Branch with a record of representing local
governments in Washington D.C.
CONCLUSION
The evaluation process resulted in a tie between Ballard Partners and The Ferguson Group as the top ranked proposers. After considering
proposals,its comprehensive knowledge of Florida issues, as well as its strong relationship current Administration, I recommend that the City
Commission approve the Resolution authorizing the Administration to enter into negotiations with Ballard Partners, Inc.;and if unsuccessful in
negotiating an agreement with Ballard Partners, Inc., authorizing the Administration to enter into negotiations with The Ferguson Group, LLC;
and further authorizing the Mayor and City Clerk to execute the agreement,upon conclusion of successful negotiations by the Administration.
KEY INTENDED OUTCOMES SUPPORTED
Ensure Expenditure Trends Are Sustainable Over The Long Term
FINANCIAL INFORMATION
The cost of the related services, determined upon successful negotiations, are subject to funds availability
approved through the City's budgeting process. Grant Funding will not be utilized for this project.
Legislative Tracking
Office of the Mayor and Commission/Procurement
ATTACHMENTS:
Description
0 Attachment A
❑ Resolution
https://mi amibeach.novusagenda.com/agendapubl is/CoverSheet.aspx?Iteml... 1/24/2018
RFQ 2017.232-WG Federal a a a) 1 01 Low a'
Erick g Judy E Marcia S. Elizabeth _5.
5
Governmental Consulting Y Y Y Y Aggregate Y
Chiroles c Hoanshelt t Monerrat c Wheaton c c
Services Totals
cc cc cc re cc
Alcalde& Fay 90 3 ' 88 ' 1 95 2 85 3 9 3
Ballard Partners. Inc 95 2 88 1 94 3 87 2 8 1
Cardinal Infrastructure, LLC 60 6 75 7 50 7 60 6 26 7
MVWV Group LLC 60 6 78 6 65 6 60 6 24 6
The Ferguson Group, LLC 90 3 85 3 96 1 90 1 8 1
Van Ness Feldman, LLP 90 3 83 4 85 5 80 5 17 5
Van Scoyoc Associates, Inc 100 1 81 5 87 4 85 3 13 4
RESOLUTION NO.
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. 2017-232-WG, FOR FEDERAL
GOVERNMENTAL CONSULTING SERVICES; AUTHORIZING THE ADMINISTRATION TO
ENTER INTO NEGOTIATIONS WITH BALLARD PARTNERS, INC; AND IF UNSUCCESSFUL
IN NEGOTIATING AN AGREEMENT WITH BALLARD PARTNERS, INC, AUTHORIZING THE
ADMINISTRATION TO ENTER INTO NEGOTIATIONS WITH THE FERGUSON GROUP, LLC;
AND FURTHER AUTHORIZING THE MAYOR AND CITY CLERK TO EXECUTE AN
AGREEMENT UPON CONCLUSION OF SUCCESSFUL NEGOTIATIONS BY THE
ADMINISTRATION.
WHEREAS, on December 14, 2016, the Mayor and City Commission adopted
Resolution No. 2016-29357, authorizing the extension of the existing agreement with MWW
Group, LLC, for Federal governmental lobbying and consulting services, on a month to month
basis, terminable by the City for convenience and without cause, upon thirty (30) days written
notice to MWW Group, LLC; and
WHEREAS, the Mayor and City Commission further authorized the City Manager to
issue Request for Qualifications (RFQ) No. 2017-005-WG for Federal Governmental Consulting
Services; and
WHEREAS, subsequent to the issuance of RFQ 2017-005-WG, the Administration
determined that it was necessary to modify the solicitation requirements and specifications, in
order to provide full transparency of the City's intent to potential bidders; and
WHEREAS, given the need to revise the solicitation requirements and specifications, the
City Manager recommended that all proposals be rejected; and
WHEREAS, following the necessary modifications, the Administration released a
subsequent RFQ for the services; and
WHEREAS, on June 2, 2017, RFQ No. 2017-232-WG for Federal Governmental
Consulting Services (the RFQ)was issued; and
WHEREAS, on July 20, 2017, the City received proposals from Alcalde & Fay, Ballard
Partners, Inc. Cardinal Infrastructure, LLC, MWW Group, LLC, The Ferguson Group, LLC, Van
Ness Feldman, LLP and Scoyoc Associates, Inc., 2017; and
WHEREAS, the Evaluation Committee appointed by the City Manager, pursuant to LTC
No. 398-2017, convened on August 11, 2017, to consider the responsive proposals received;
and
WHEREAS, the Committee was provided an overview of the project, information relative
to the City's Cone of Silence Ordinance and the Government Sunshine Law, general information
on the scope of services and a copy of each proposal; and
WHEREAS, the Committee was instructed to score and rank each proposal pursuant to
the evaluation criteria established in the RFQ; and
WHEREAS, the evaluation process resulted in a tie between Ballard Partners, Inc. and
The Ferguson Group, LLC as the top ranked proposers; and
WHEREAS, after considering the successful relationship between Ballard Partners, Inc.
and the present Administration and their comprehensive knowledge of Florida issues, the City
Manager recommends that the Administration be authorized to enter into negotiations with
Ballard Partners, Inc.; and if unsuccessful in negotiating an agreement with Ballard Partner, Inc.,
that the Administration be authorized to enter into negotiations with The Ferguson Group, LLC.
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. 2017-232-WG, for Federal Governmental Consulting Services; authorize the
Administration to enter into negotiations with Ballard Partners, Inc; and if unsuccessful in
negotiating an agreement with Ballard Partners, Inc, authorize the Administration to enter into
negotiations with The Ferguson Group, LLC; and further authorize the Mayor and City Clerk to
execute an Agreement upon conclusion of successful negotiations by the Administration.
PASSED AND ADOPTED this day of 2017.
ATTEST:
RAFAEL E. GRANADO, CITY CLERK DAN GELBER, MAYOR
T:\AGENDA\2017112-December\Procurement\RFQ2017-232-WG Federal Government Consulting\RFQ2017-232-
WG-RESO.doc
AraiROVED AS TO
RR1I&LANGUAGE
&FOR EXECUTION
4,a_ 0 , 4-- il-
City Attorney Date
ATTACHMENT B
REQUEST FOR QUALIFICATIONS (RFQ)
AND ADDENDUMS
REQUEST FOR QUALIFICATIONS ( RFQ)
FEDERAL GOVERNMENTAL CONSULTING SERVICES
2017-232-WG
RFQ ISSUANCE DATE: JUNE 2, 2017
STATEMENTS OF QUALIFICATIONS DUE: JULY 20, 2017 @ 3:00 PM
ISSUED BY:
MIAMIBEACH
WILLIAM GARVISO, PROCUREMENT CONTRACTING OFFICER II
PROCUREMENT DEPARTMENT
1755 Meridian Avenue, 3rd Floor, Miami Beach, FL 33139
305.673.7000 x 6650 Iwww.miamibeachfl.gov
G °Vfi11AIV\! 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 23
APPENDIX C MINIMUM REQUIREMENTS & SPECIFICATIONS 25
APPENDIX D SPECIAL CONDITIONS 28
APPENDIX F INSURANCE REQUIREMENTS 30
RFQ 2017-232-WG 2
m � . tvAl1 BEACH
SECTION 0200 INSTRUCTIONS TO RESPONDENTS&GENERAL CONDITIONS
t 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 PublicPurchase 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 to represent the City's interests before all federal agencies in Washington, D.C. Lobbying efforts
may include (but not necessarily limited to) influencing actions, decisions, and legislation; identifying and seeking
revenue sources available to local governments; 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) the following
areas of funding: transportation; community and economic development; the environment; beach re-nourishment;
infrastructure improvements; hurricane and disaster recovery efforts; housing and urban development; homeless
programs; homeland security; and any other areas of interest to the City.
Section 2-485.2 of the City Code, 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. 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.
3. SOLICITATION TIMETABLE.The tentative schedule for this solicitation is as follows:
Solicitation Issued June 2, 2017
Pre-Submittal Meeting Not Applicable
Deadline for Receipt of Questions July 10, 2017 @ 5:00PM
Responses Due July 20, 2017 @ 3:00PM
Evaluation Committee Review TBD
Proposer Presentations TBD(if Applicable)
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
RFQ 2017-232-WG 3
m '\I BEACH
Procurement Contact noted below:
Procurement Contact Telephone: Email:
William Garviso, CPPB 305 673-7000#6650 williamcarviso• miamibeachfl..ov
Additionally, the City Clerk is to be copied on all communications via e-mail at: RafaelGranado • miamibeachfl..ov;
or via facsimile: 786-394-4188.
The Bid title/number shall be referenced on all correspondence. All questions or requests for clarification must be
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
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 2017-232-WG 4
' I f2;;^,,, 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 2-486
• 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 WACE REQUIREMENT CITY CODE SECTIONS 2 407 THROUGH 2 410
• 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. COMPLIANCE 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 2017-232-WG 5
m ",„/.\I ` IA 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 2017-232-WG 6
1 EACH
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/Resection. 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.
77"1777717-7n 7
m mIAM1 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 2017-232-WG 8
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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=232-WG 9
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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 2017-232-WG 10
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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 2017-232-WG 11
® M,IA.�V, 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 or client 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.
2.3 Major Achievements. Provide detailed information regarding any major achievement(s) the proposing firm or a
member of its team may have had in successfully achieving the goals of its public sector client(s) with regard to
legislation and funding (as applicable) in the following areas: transportation; community and economic development;
environmental projects; beach re-nourishment; infrastructure improvements; hurricane and disaster recovery
efforts; housing and urban development; homeless programs; or, homeland security.
Note: This section requests that Proposer submit actual prior experience only.
RFQ 2017-232-WG 12
AM, BEACH
TAB 3 Approach and Methodology
Submit detailed information on the approach and methodology proposed in its efforts on behalf of the City to
accomplish the desired goals of this solicitation, including detailed information, as applicable, which addresses, but
need not be limited to: how the proposer plans to represent the City before all federal agencies in Washington,
D.C., which may have bearing on the ability of the City to make the best use of federal programs such as grant
opportunities and funding availability for transportation, community and economic development, environmental
matters, beach re-nourishment, infrastructure improvement, hurricane recovery efforts, housing and urban
development, homeless programs, homeland security and any other areas that proposers believes may be of
interest to the City
Note: The information to be submitted in this section differs from the prior experience requested in Tab 2. In this
section Proposer should address its plan(s)to achieve the stated goals.
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 2017-232-WG 13
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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 RFQ,
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 5
RFQ 2017-232-WG 14
CA„, MIAMI BEACH
4. 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 2017-232-WG 15
APPENDIX A
MIAMI BEACH
Response Certification ,
Questionnaire &
Reaue
it ments Affidavit
2017-232-WG
Federal Governmental Consulting Services
PROCUREMENT DEPARTMENT
1755 Meridian Avenue, 3RD floor
Miami Beach, Florida 33139
RFQ 2017-232-WG 16
Solicitation No: Solicitation Title:
2017-232-WG Federal Governmental 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.
RFC) 2017-232-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 an ublic sector agency?
YES 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 2017-232-WG 18
7. -
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/.
177777777= 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. Financial Capacity. At the request of the City, proposer shall arrange for Dun & Bradstreet to submit a Supplier Qualification
Report(SQR)directly to the Procurement Contact named herein.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://supplierportal.dnb.comlwebaeo/wcslstoreslservlet/SuoplierPortal?storeld=11696
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 addenda 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
If additional confirmation of addendum is required,submit under separate cover.
RFQ 2017-232-WG 20
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 2017-232-WG 21
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 2017-232-WG 22
APPENDIX B
trA MIAMIBEACH
" No Bid " Form
2017-232-WG
Federal Governmental Consulting
Services
PROCUREMENT DEPARTMENT
1755 Meridian Avenue, 3RD floor
Miami Beach, Florida 33139
Note. It is important for those vendors who have received notification of
this solicitation but have 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.
Failure to submit a "Statement of No Bid" may result in not being notified
of future solicitations by the City.
RFQ 2017-232-WG 23
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
STATEMENTS OF QUALIFICATIONS#2017-232-WG
1755 Meridian Avenue
MIAMI BEACH, FL 33139
RFQ 2017-232-WG 24
APPENDIX C
C_A- MIAMI B
Minimum Requirements
& Specifications
2017-232-WG
Federal Governmental Consulting
Services
PROCUREMENT DEPARTMENT
1755 Meridian Avenue, 3RD floor
Miami Beach, Florida 33139
RFQ 2017-232-WG 25
Cl. Minimum Eligibility Requirements. The Minimum Eligibility Requirements for this solicitation
are listed below. Proposer shall submit, with its proposal, the required submittal(s) documenting
compliance with each minimum requirement. Proposers that fail to include the required submittals
with its proposal or 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 a minimum of five (5) completed or on-
going Federal 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.
The City of Miami Beach request statements of qualifications from qualified firms or individuals to
provide consulting and lobbying services on the City's behalf and in representing the City before all
federal agencies in Washington, D.C.
The services to be provided shall require but not limit the firm to:
• Confer with the Mayor, City Commission, City Manager, City Attorney and other City
personnel on all organizational planning and program activities which have a bearing on
the ability of the City to make the best use of federal programs;
• Travel to Miami Beach at least biannually to meet with City Commission and the City's
Executive Team;
• Maintain liaison with the City's Congressional delegation and assist with the delegation in
any matter which the City determines to be in its best interest;
• Counsel with the City regarding appearances by City personnel before Congressional
Committees and Federal Administrative agencies;
• Identify and notify the City in advance of opportunities such as grant opportunities and
funding availability for 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;
• 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 2017-232-WG 26
• Consultant shall actively establish a strong identity and presence in Washington D.C. on
behalf of the City. This effort shall be reinforced by involvement in the political, regulatory
actions on behalf of this organization. Establish and maintain working relationships with the
executive and legislative branches of the federal government that will enhance the City's
position with respect to financial assistance applications, regulatory procedures, legislation,
budget authorizations and appropriations, and other areas of interest to the City;
• Consult with the City regarding any proposed formula changes in the Community
Development Block Grant or other major federal programs to determine their impact on the
City, and take the necessary steps as mutually agreed upon to bring changes in the best
interest of the City;
• Upon request of the City, assist the City in any matter related to the Executive Branch of
the State of Florida;
• The City's position on key legislative action shall be transmitted to Federal Legislature and
staff, as well as Committees and federal agencies (as appropriate) and other interest
groups. This may be accomplished through personal discussions with congressional
delegation, committee consultants and agency representatives, direct lobbying of
legislators, meeting with state agencies and other interest groups represented at the State
level, testifying at appropriate policy and fiscal committees and agency hearings,
orchestrating statements of legislators, prepare and send letters notifying appropriate
officials and agencies of the City's position and drafting announcements. Design and
implement a strategy, in consultation with the City staff that raises the consciousness and
awareness of issues relating to the City of Miami Beach with congressional leaders and
broadens and improves direct communication of City staff with the Federal leadership;
• Submit a monthly report to the City's legislative affairs liaison to provide the latest
information on issues of interest to the City, and submit an annual report of
accomplishments concerning the Consultant's responsibilities;
• Assist in implementing the City's federal legislative agenda.
RFQ 2017-232-WG 27
APPENDIX D
0- MIAMI BEACH
Special Conditions
2017-232-WG
Federal Governmental Consulting
Services
PROCUREMENT DEPARTMENT
1755 Meridian Avenue, 3RD floor
Miami Beach, Florida 33139
RFQ 2017-232-WG 28
1. TERM OF CONTRACT. The contract shall commence upon the completion of a fully
executed agreement, and shall be effective for three(3) years.
2. OPTIONS TO RENEW. The City, through its City Manager, will have the option to extend for
three (3) 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 2017-232-WG 29
APPENDIX E
MIAMI BEACH
Insurance Requirements
2017-232-WG
Federal Governmental Consulting
Services
PROCUREMENT DEPARTMENT
1755 Meridian Avenue, 3RD floor
Miami Beach, Florida 33139
RFQ 2017-232-WG 30
1,11 /V\ I
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 2017-232-WG 31
ATTACHMENT C
CONSULTANTS RESPONSE TO THE (RFQ)
PROPOSAL
Response to RFQ 2017-232-WG
Federal Government Consulting Services
" IAM BEACH
Prepared by:
BALLARD PARTNERS
403 East Park Avenue
Tallahassee, FL 32301
2 Alhambra Plaza, Suite 102 601 13th Street NW, Suite 200N
Coral Gables, FL 33134 Washington, DC 20005
Primary Contact:
Brian D. Ballard
850.577.0444 phone
850.577.0022 fax
www.ball ard-partners.corn
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TABLE OF CONTENTS
Page
Tab 1—Cover Letter& Minimum Qualifications Requirements
1.1 Cover Letter&Table of Contents 1-4
1.2 Response Certification, Questionnaire& Requirements Affidavit(Appendix A) 5-13
1.3 Minimum Qualifications Requirements 14-18
Tab 2— Experience & Qualifications
2.1 Qualifications of Proposing Firm 19-21
2.2 Qualifications of Proposer Team 22-34
2.3 Major Achievements 35-37
Tab 3—Approach & Methodology 38-39
Tab 4 —Proof of Insurance 40
2
BALLARD I PARTNERS
July 19, 2017
William Garviso, Procurement Contracting Officer II
City of Miami Beach
1755 Meridian Avenue, 3rd Floor
Miami Beach, Florida 33139
Re: Response to RFQ 2017-232-WG, Federal Governmental Consulting Services
Dear Mr. Garviso:
On behalf of Ballard Partners, Inc. ("Firm"), I am pleased to submit this proposal to provide
Federal Governmental Consulting Services to the City of Miami Beach ("City"). Ballard Partners
is headquartered in Tallahassee, Florida, and our Washington, DC office is located at 601 13th
Street NW,Suite 200N,Washington,DC 20005.Our Federal Employer ID number is 59-3499504.
This proposal represents a full-service agreement for representation of any and all issues before
the legislative and executive branches of the federal government. This includes, but is not limited
to,the filing of specific legislation,monitoring, identifying,prioritizing,tracking,and reporting of
general legislation, as well as all issues pertaining to agencies, departments, and the executive
branch.
The Firm has extensive experience in governmental relations and advocacy,this is the cornerstone
of our practices. We are well versed in all components of effective legislative and executive branch
representation. More importantly, our team understands how to accomplish the tasks given to us
by our clients, working to identify their priority issues and implementing the best course of action
to address those issues. The Trump Administration presents both opportunities and challenges for
municipalities around the country,and our team is poised to assist clients in making this transition
one of good information flow and progress. Our Firm is strong and without peer in terms of
relationships and understanding of the new Administration's plans and thinking.
Whether it is a complex problem involving multiple branches of government, strictly a legislative
matter, or advocacy involving multiple departments and agencies, we believe our combined Firm
experience will give your cause a competitive edge.
The Firm hereby acknowledges that:
(i) This response is based on the terms set forth in the RFQ and all amendments thereto
posted on the Buyer's website as of the date of'the response; and
(ii)The Firm will be responsible for monitoring the Buyer's website for subsequent
amendments and will maintain, amend, or withdraw the Response prior to the
Response Due Date based on those subsequent amendments.
TALLAHASSEE WEST PALM BEACH I JACKSONVILLE MIAMI TAMPA ORLANDO j FORT LAUDERDALE ( WASHINGTON D.C.
,?p.r r 1,.1 ' ontrn hark(U•vi .I1'rl t 1.1,h!aneftllef Pk, 'Ao 110 I,`;'.F,1`.t PI,A (JA F',.ft,.:1..+.,1 1f11F 1.1""tl P.I,.f1 (411 '.t NW',IA 260N
wni 11.1; {I '.iT.d lnow,.1 1' nd t, 1111,,1411, VY:hnxlt n ro MOO,
"PO.{t. Z(( lrIuul r{ :,mnl ( rt ,111d.'10,14. +{ *.� t n';3cv, -1)
....ad, 4. nA,r,rll.1= uta td.t an' 1()/U('
3
William Garviso, Procurement Contracting Officer II
City of Miami Beach
July 19, 2017
Page 2
The following persons are authorized to make representations for the Firm.
Brian Ballard, President Syl Lukis, Managing Partner
403 East Park Avenue 2 Alhambra Plaza, Suite 102
Tallahassee, FL 32301 Coral Gables, FL 33134
ballard cr,ballardll.com syl(iiballardll.com
850-577-0444 Telephone 305-456-8479 Telephone
We enjoy a hard-won reputation for successfully advancing our clients' interests. Please contact
me if you have any questions.
Si - =P,
i
D Ballard
Pre.-'ent
4
APPENDIX A
AAJA i\ /\ t
t 4e f ! 1 { A ry F e
Response Certification ,
Questionnaire &
Requirements Affidavit
. ......... ........ ...... . . .
2017-232-WG
Federal Governmental Consulting Services
PROCUREMENT DEPARTMENT
1755 Meridian Avenue, 3RD floor
Miami Beach, Florida 33139
RF 2017-232 C 16
5
Solicitation No: Solicitation Title:
2017-232-WG Federal Governmental 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:
BALLARD PARTNERS, INC.
No of Years in Business: 19 No of Years in Business Locally:6 No.of Employees: 32
OTHER NAME(S)PROPOSER HAS OPERATED UNDER IN THE LAST 10 YEARS:
SMITH AND BALLARD, INC.
FIRM PRIMARY ADDRESS(HEADQUARTERS):
403 EAST PARK AVENUE
CITY:
TALLAHASSEE
STATE: ZIP CODE:
FL 32301
TELEPHONE NO.:
850-577-0444
TOLL FREE NO.:
N/A
FAX NO.:
850-577-0022
FIRM LOCAL ADDRESS:
2 ALHAMBRA PLAZA, SUITE 102
CITY:
CORAL GABLES
STATE: ZIP CODE:
FL 33134
PRIMARY ACCOUNT REPRESENTATIVE FOR THIS ENGAGEMENT:
Brian D. Ballard
ACCOUNT REP TELEPHONE NO.:
850-577-0444
ACCOUNT REP TOLL FREE NO.:
N/A
ACCOUNT REP EMAIL:
BALLARD@BALLARDFL.COM
FEDERAL TAX IDENTIFICATION NO.:
59-3499504
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.
RFC) 2017-232-WG 17
6
1. Veteran Owned Business.Is Pro oser claiming a veteran owned business status?
YES 4/ 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
None.
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.
Please see Attachment 1.
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 any public sector agency?
YES I ,/ I 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.
Please see Attachment 2.
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.govlprocurement/.
Please see Attachment 2.
RFQ 2017-232-WG 18
7
7.
e: _ - . -- .• _ • . . .the ay also,fay
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?
NI 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?
I 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/.
RFC) 2017-232-WG 19
8
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. Financial Capacity. At the request of the City, proposer shall arrange for Dun & Bradstreet to submit a Supplier Qualification
Report(SQR)directly to the Procurement Contact named herein.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:
httos:llsuopl i ergo rtal.dn b.comlwebapplwcslstoreslservlet1Su ppl ierPortal?storeld=11696
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 addenda 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
If additional confirmation of addendum is required,submit under separate cover.
RFC) 2017-232-WG 20
9
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.
, FQ 2017 232` G 21
10
PROPOSER CERTIFtCAT ON
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:
BRIAN tilarRD PRESIDENT
SgnaturP 'rop s Auth --s R-arese.tative: , Date:
JULY 19, 2017
State of Florida ) On this 19 day of July ,20jjpersonally
appeared before me Brian D.Ballard who
County of LEON ) stated that (s)he is the President
of Ballard Partners, Inc, 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:
Cga
otary PPublic for the State of Flori11\0.ds,__ ct,Li
___
n*
. i SHANNA KAYE CRAWLEY My Commission Expires: January4,2019 .
rm .= Commission 4 FF 161627
1 i••r;` Expires January 4,2019
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RQ 2C) /-232-WC.� 22
11
ATTACHMENT 1
REFERENCES & PAST PRFORMANCE
1) City of Jacksonville
Sam Mousa, Chief Administrative Officer
200 West Monroe Street, Suite 400
Jacksonville, FL 32202
(904) 630-1776
smousa@coj.net
We represent the City of Jacksonville before Congress and the Administration, and assist
with Federal affairs on matters including transportation, housing, the Department of
Defense, general grants work, and other duties as requested.
2) Jacksonville Port Authority
Eric Green, Interim CEO
Post Office Box 3005
Jacksonville, FL 32206
(904) 357-3045
Eric.green@jaxport.com
We represent the Jacksonville Port Authority before Congress, the Administration, and the
Executive Agencies, on matters managed by the US Army Corps of Engineers, and in
authorizing and appropriating committees of Congress on funding matters.
3) UF Research Foundation
Amy Hass, Interim Vice President& General Counsel
University of Florida
123 Tigert Hall
P.O. Box 113125
Gainesville, FL 32611
(646) 573-2736
amhass@UFL.EDU
We represent the University of Florida Office of Research before the Administration on
matters including grants management, research opportunities, and other duties as requested.
12
ATTACHMENT 2
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.
Brian D. Ballard is the only individual or entity with controlling financial interest,
and he has not provided any contributions as described above.
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/.
In lieu of our own Code of Ethics, the Firm agrees to adopt the City of Miami
Beach Code of Ethics, as adopted in City Resolution No.2000-23879.
13
1.3 MINIMUM QUALIFICATIONS REQUIREMENTS
Submit verifiable information documenting compliance with the minimum qualifications
requirements established in Appendix C, Minimum Requirements and Specifications.
Cl. Minimum Eligibility Requirements. The Minimum Eligibility Requirements for this
solicitation are listed below. Proposer shall submit, with its proposal, the required
submittal(s) documenting compliance with each minimum requirement. Proposers that
fail to include the required submittals with its proposal or 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 a minimum of five (5) completed
or on-going Federal 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.
1. City of Jacksonville
5/1/2017—Present
200 West Monroe Street, Suite 400
Jacksonville, FL 32202
Sam Mousa, Chief Administrative Officer
smousa@coj.net
(904) 630-1776
We represent the City of Jacksonville before Congress and the Administration, and
assist with Federal affairs on matters including transportation, housing, the
Department of Justice, general grants work, and other duties as requested.
2. Jacksonville Port Authority
6/1/2017—Present
Post Office Box 3005
Jacksonville, FL 32206
Eric Green, Interim CEO
Eric.green@jaxport.com
(904) 357-3045
We represent the Jacksonville Port Authority before Congress,the Administration,
and the Executive Agencies to represent the interests of JAXPORT on matters
managed by the US Army Corps of Engineers,and in authorizing and appropriating
committees of Congress on funding matters.
14
3. UF Research Foundation
5/1/2017—Present
University of Florida
123 Tigert Hall
P.O. Box 113125
Gainesville, FL 32611
Amy Hass, Interim Vice President& General Counsel
amhass@UFL.EDU
(646) 573-2736
We represent the University of Florida Office of Research before the
Administration, on matters including grants management, research opportunities,
and other duties as requested.
4. Jackson Health System through the Safety Net Hospital Alliance of Florida
2/15/2017—Present
101 N. Gadsden Street
Tallahassee, FL 32301
Lindy Kennedy, Executive VP of the Safety Net Hospital Alliance of Florida
Lindy@snhaf.net
(850) 445-2740
We represent the Safety Net Hospital Alliance of Florida, a confederation of
Florida's 14 safety net hospital systems located in the most densely populated areas,
and serving some of the most vulnerable populations including the elderly,
disabled, and low-income patients.
We advocate on behalf of SNHAF with Congress, the Administration, and the
Executive Agencies,especially with the Department of Health and Human Services
and the relevant authorizing and appropriating committees of Congress on all
healthcare matters.
5. South Broward Hospital District through the Safety Net Hospital Alliance of
Florida
2/15/2017— Present
101 N. Gadsden Street
Tallahassee, FL 32301
Lindy Kennedy, Executive VP of the Safety Net Hospital Alliance of Florida
Lindy@snhaf.net
(850)445-2740
We represent the Safety Net Hospital Alliance of Florida, a confederation of
Florida's 14 safety net hospital systems located in the most densely populated areas
and serving some of the most vulnerable populations including the elderly,
disabled, and low-income patients.
We advocate on behalf of SNHAF with Congress, the Administration, and the
Executive Agencies,especially with the Department of Health and Human Services
and the relevant authorizing and appropriating committees of Congress on all
healthcare matters.
15
C2. Statement of Work Required.
The City of Miami Beach request statements of qualifications from qualified firms or
individuals to provide consulting and lobbying services on the City's behalf and in
representing the City before all federal agencies in Washington, D.C.
The services to be provided shall require but not limit the firm to:
• Confer with the Mayor,City Commission,City Manager,City Attorney and other
City personnel on all organizational planning and program activities which have
a bearing on the ability of the City to make the best use of federal programs;
• Travel to Miami Beach at least biannually to meet with City Commission and the
City's Executive Team;
• Maintain liaison with the City's Congressional delegation and assist with the
delegation in any matter which the City determines to be in its best interest;
• Counsel with the City regarding appearances by City personnel before
Congressional Committees and Federal Administrative agencies;
• Identify and notify the City in advance of opportunities such as grant
opportunities and funding availability for 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;
• 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;
• Consultant shall actively establish a strong identity and presence in Washington
D.C. on behalf of the City. This effort shall be reinforced by involvement in the
political, regulatory actions on behalf of this organization. Establish and
maintain working relationships with the executive and legislative branches of the
federal government that will enhance the City's position with respect to financial
assistance applications, regulatory procedures, legislation, budget authorizations
and appropriations, and other areas of interest to the City;
• Consult with the City regarding any proposed formula changes in the Community
Development Block Grant or other major federal programs to determine their
impact on the City,and take the necessary steps as mutually agreed upon to bring
changes in the best interest of the City;
16
• Upon request of the City, assist the City in any matter related to the Executive
Branch of the State of Florida;
• The City's position on key legislative action shall be transmitted to Federal
Legislature and staff,as well as Committees and federal agencies (as appropriate)
and other interest groups. This may be accomplished through personal
discussions with congressional delegation, committee consultants and agency
representatives, direct lobbying of legislators, meeting with state agencies and
other interest groups represented at the State level, testifying at appropriate
policy and fiscal committees and agency hearings, orchestrating statements of
legislators, prepare and send letters notifying appropriate officials and agencies
of the City's position and drafting announcements. Design and implement a
strategy, in consultation with the City staff that raises the consciousness and
awareness of issues relating to the City of Miami Beach with congressional leaders
and broadens and improves direct communication of City staff with the Federal
leadership;
• Submit a monthly report to the City's legislative affairs liaison to provide the
latest information on issues of interest to the City, and submit an annual report
of accomplishments concerning the Consultant's responsibilities;
• Assist in implementing the City's federal legislative agenda.
Statement of Qualifications
We will work as to confer with the Mayor, City Commission, City Manager, City
Attorney and other City personnel on all organizational planning and program
activities to make the best use of federal programs.
We will travel to Miami Beach at least biannually to meet with the City
Commission and the City's Executive Team. We will also maintain a working
relationship with the City's Congressional delegation and help them with all
matters in the best interest of the City. We will counsel the City on personnel
appearances before the Congressional Committees and Federal Administrative
agencies.
Further, we will identify and notify the City of any grant opportunities and funding
availability to enhance the community, in such matters as: transportation,economic
development, environmental matters, beach re-nourishment, infrastructure
improvements, hurricane recovery efforts, housing and urban development,
homeless programs, intermodal programs, etc.
We will review, identify,and monitor federal legislative,executive,and regulatory
policy changes or developments to advise the City on all matters that would have
significant bearing on the City's funding, policies, and programs.
17
We will build a strong identity and presence in Washington, D.C. on behalf of the
City, through our involvement in political regulatory actions on behalf of the City.
We will maintain our working relationships with executive and legislative branch
officials, to enhance the City's position in respect to financial assistance
applications, regulatory procedures, legislation, budget authorizations,
appropriations, etc.
We will consult with the City on any proposed formula changes in the Community
Development Block Grant, or other major federal programs to determine their
impact on the City, and take the necessary steps to bring changes in the City's best
interest.
We will assist the City on any matters related to the Executive Branch of the State
of Florida, upon the request of the City.
We will inform the Federal Legislature, staff, committees, federal agencies, and
other interest groups of the City's position on key legislative actions, through:
discussions with the congressional delegation, direct lobbying of legislators,
meeting with state agencies and interest groups at the State level, testifying in
committees and agency hearings, providing statements to legislators, and drafting
letters and announcements to disperse to officials and agencies of the City's
position. We will design and implement a strategy that raises awareness of issues
relating to the City with congressional leaders, and which enhances direct
communication of the City staff with Federal leadership.
We will submit a monthly report to the City's legislative affairs liaison providing
information on issues of interest to the City, and submit an annual report of
accomplishments concerning the Firm's responsibilities.
We will work diligently to implement the City's federal legislative agenda.
18
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12.
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 or client 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.
Ballard Partners' History
In 1998, Brian Ballard founded the Firm with one office located in Tallahassee, Florida.
The Tallahassee office is located in the Lively House, which was originally built in 1912
and is listed on the National Historic Register. Our offices in Jacksonville, West Palm
Beach, Miami, Tampa Bay, Orlando, Ft. Lauderdale, and Washington DC, provide our
clients with direct and ongoing access to the Firm's team and its services.
The Firm is comprised of 32 professional, full-time governmental consultants with
substantial backgrounds in legislative and administrative issues. The Firm's continued
success is the result of our team members' emergence from the senior ranks of both the
legislative and executive branches of Florida government, as well as experience in the
federal government.
The success of the Firm and that of our clients relies upon our ability to maintain important
relationships within various levels of government, as well as our ability to grasp policies
and priorities unique and important to our clients. All of our consultants spend time
building working relationships with important legislative members and their staff. Broad
relationships from both the legislative and executive branch of government have been
cultivated by our staff prior to their joining the Firm, and these relationships allow us
consistent interaction with government leaders and key staffers. As a Firm, we have
experienced 18 years of continuous growth and success at the state and local levels of
government relations, and routinely top the list of governmental firms in Florida. We
anticipate nothing but the same scale of success in the federal arena, and would be proud
to include the City of Miami Beach as a valued client.
The key personnel assigned to the City for federal relations will be Brian Ballard,President,
Syl Lukis, Managing Partner of our Miami and DC offices, Rebecca Benn, Partner in our
DC office, and Dan McFaul, Partner in our DC office. Their primary focus will be to
advance the City's agenda with key House, Senate, and Administration leadership, as well
as with, respective committee chairs and executive departments and agencies, as the City's
agenda dictates.
The day-to-day efforts of our federal practice will be overseen by Syl Lukis,a Firm partner
with over 30 years of federal government relations experience. With unparalleled
experience and knowledge of Congress,our Firm's proficiency and expertise in navigating
the ins-and-outs of Washington will be a distinct advantage to the City.
19
Beyond the primary contacts, all of the Firm's principals will be utilized when necessary.
We believe it is our combined expertise and relationships at all levels of government that
will be uniquely beneficial. Syl Lukis' knowledge of Miami Beach and his relationships
with government executives enable seamless communication and strategic integration
between the City of Miami Beach and Ballard Partners for its federal government affairs
initiatives. He will provide the local point of contact,working from either the Miami office
or the Washington, DC office, to provide policy and agenda continuity for the City's
initiatives. He will be available on a daily basis as issues may arise or as City personnel
seek counsel related to federal activities.
Track Record and Relevant Experience
• City of Jacksonville (5/1/2017—Present)
Sam Mousa, Chief Administrative Officer,
smousa@coj.net
(904) 630-1776
We represent the City of Jacksonville before Congress and the Administration. With our
connections at the Department of Justice, Department of Transportation, and Department
of Education we ensure that they are aware of any potentially beneficial grants that could
help the City of Jacksonville, as we have done for many years at the state level. Further,
we are assisting the City in facilitating grant proposals,and will work with our connections
to receive favorable outcomes for the City, once the grants have been submitted. We will
continue to assist the City with all Federal affairs matters including transportation,housing,
education,justice, defense, and any other duties as requested.
• Jacksonville Port Authority (6/1/2017—Present)
Eric Green, Interim CEO,
Eric.green@jaxport.com
(904) 357-3045
We represent the Jacksonville Port Authority before Congress,the Administration, and the
Executive Agencies. Specifically, we work with local stakeholders, elected officials, and
board members to manage legislative and communication efforts, and support
Congressional funding and authorization requests. We liaison with port caucus and other
interest groups to make sure JAXPORT's interests are represented. We also work closely
with DOT and White House staff to familiarize them with the status of Jacksonville's
harbor deepening project, and to gain support for federal participation. Further, we work
with US Army Corps of Engineers on various permitting, legal, and construction matters.
• UF Research Foundation (5/1/2017—Present)
Amy Hass, Interim VP & General Counsel
amhass@UFL.EDU
(646) 573-2736
We represent the University of Florida Office of Research before the Administration and
the Department of State. Our knowledge of grant reporting requirements,understanding of
procedures, and our connections within State allow us to provide unparalleled service to
the University of Florida Office of Research on matters including grants management,
research opportunities, and other duties as requested.
20
• Jackson Health System through the Safety Net Hospital Alliance of Florida (2/15/2017 —
Present)
Lindy Kennedy, Executive VP of the SNHAF
Lindy@snhaf.net
(850) 445-2740 •
We represent the Safety Net Hospital Alliance of Florida, a confederation of Florida's 14
safety net hospital systems located in the most densely populated areas and serving some
of the most vulnerable populations including the elderly, disabled, and low-income
patients.
We advocate on behalf of the Safety Net Hospital Alliance of Florida before Congress,the
Administration, and the Executive Agencies. Our experience with, and connections at the
Department of Health and Human Services make us especially equipped to help them with
all of their federal needs within HHS. We also work closely with the relevant authorizing
and appropriating committees of Congress on all healthcare matters,to ensure the members
are aware of SNHAF's priorities, and funding needs.
• South Broward Hospital District through the Safety Net Hospital Alliance of Florida
(2/15/2017—Present)
Lindy Kennedy, Executive VP of the SNHAF
Lindy@snhaf.net
(850)445-2740
We represent the Safety Net Hospital Alliance of Florida, a confederation of Florida's 14
safety net hospital systems located in the most densely populated areas and serving some
of the most vulnerable populations including the elderly, disabled, and low-income
patients.
We advocate on behalf of the Safety Net Hospital Alliance of Florida before Congress,the
Administration, and the Executive Agencies. Our experience with, and connections at the
Department of Health and Human Services make us especially equipped to help them with
all of their federal needs within HHS. We also work closely with the relevant authorizing
and appropriating committees of Congress on all healthcare matters,to ensure the members
are aware of SNHAF's priorities, and funding needs.
21
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.
Ballard Partners' Organizational Chart
Brian Ballard
President
Sylvester Lukis
Managing Partner
Dan McFaul Rebecca Benn
Partner Partner
Ballard Partners' Team Qualifications
Brian D. Ballard, President
Named among the top Republicans in Florida by Campaign& Elections Politics, Brian has
earned a reputation as a tireless, persistent and effective advocate for his clients' interests.
His accomplishments have spanned over 25 years and includes legislative and executive
branch successes on hundreds of policy and funding initiatives.
Brian's political portfolio includes significant roles in presidential campaigns including the
historic election of President Donald J. Trump. He was an integral player in the President's
successful Florida campaign serving as Chairman of Trump Victory and leading the
campaign's finance efforts in Florida. Brian also had the honor of serving as a member of
the Electoral College casting his vote for President Trump. The President-elect appointed
Brian to serve as Vice Chairman of the Inaugural Committee and as a member of the
Presidential Transition Finance Committee.
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As one of the top political insiders in Florida, Brian has worked on several presidential and
gubernatorial campaigns during his career. He chaired the Florida Finance Committee of
Republican nominees John McCain in 2008 and Mitt Romney in 2012. Brian and his wife
Kathryn were selected by two Florida Governors to plan and execute their inaugural
ceremony and events, serving as Co-Chairs of the inauguration of both Governor Rick
Scott and Governor Charlie Crist.
Among his important public service experience, Brian was appointed by the U.S. Secretary
of Commerce to the U.S. and Foreign Commercial Service Advisory Council, and also
directed the transition and assisted in the U.S. Senate confirmation of Governor Bob
Martinez as the Director of the Office of National Drug Control Policy(Drug Czar) in the
Executive Office of the President.
As chief of staff in the Executive Office of the Governor, under Governor Bob Martinez,
Brian developed a special interest in environmental issues. Among his accomplishments,
he served as chief architect of Preservation 2000,the largest public acquisition program for
environmentally sensitive lands in the nation. He also served as Florida's chief negotiator
with the U.S. Department of the Interior to end offshore drilling along the state's southeast
coastline and the Florida Keys. The American Lawyer magazine rated Brian as one of
America's top-rated lawyers in the field of Energy, Environmental and Natural Resources
law.
Committed to community service, Brian has been a member of the Council of 100, the
Collins Center for Public Policy;Florida Governor's Mansion Foundation, and the City of
Tallahassee Architectural Review Board. He has received Florida's highest award for
historic preservation recognizing his efforts involving preservation of historic buildings. In
2016, Brian and Kathyrn were inducted into Florida State University's Francis Eppes
Society for their philanthropic support to the University.
Before establishing Ballard Partners, Brian served as managing shareholder for Bryant
Miller Olive P.A. He currently serves as counsel to Panza, Maurer & Maynard, P.A. He
received both his Bachelor of Science degree in Business Administration and his Juris
Doctorate from the University of Florida,where he was later inducted into the University's
Hall of Fame.
Sylvester Lukis, Managing Partner
Syl is a veteran lawyer and lobbyist with over forty years of experience representing clients
in both the State of Florida and Washington, D.C. After graduating from law school, he
obtained a position as an attorney advisor in the General Counsel's Office of the U.S.
Department of Health and Human Services, where he defended the Department in federal
court on cases involving laws governing the Medicaid and Medicare programs under the
Social Security Act. During his time in federal service, Syl also had the distinction of
serving as a Special Assistant to the United States Attorney for the District of Columbia
and as an Assistant Director of the Cuban-Haitian Task Force at the U.S. Department of
State -- where he was responsible for advising members of the Task Force, including the
White House and Department of Justice, on federal domestic assistance programs.
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Upon completion of Syl's federal service, he became a partner in the lawyer lobbying firm
of former Florida Congressman William Cramer,where he specialized in the representation
of local Florida governmental entities such as the cities of Miami and Miami Beach, Miami
Dade County, and the Miami Dade County School District, in connection with their issues
before the Executive and Legislative branches of the U.S. government. Syl spent 25 years
representing Florida interests in Washington, D.C. He is currently a Senior Partner in
Ballard Partners, and has been a member of the Washington, D.C. Bar for over 30 years.
Rebecca Benn,Partner
Rebecca Benn has spent the past two decades advising Congressional and corporate
decision makers on diverse public policy issues. Rebecca began her career as a legislative
assistant in the office of U.S. Senator Thad Cochran; and, subsequently joined the U.S.
Senate Committee on Appropriations as a professional staff member. Benn served as the
lead Republican negotiator for bicameral and bipartisan billion-dollar federal
appropriations bills on the Subcommittee on Interior, Environment, and Related Agencies
as well as the Subcommittee on Veterans Affairs, Housing and Urban Development, and
Independent Agencies.
Most recently, Rebecca served as director of federal affairs for CSX Transportation where
she directed all government relations initiatives impacting automation, safety,
environmental regulation, and security, while overseeing federal constituent relations for
seven states.
Rebecca is originally from Jackson, Mississippi and holds a Bachelor of Arts in English
from Dartmouth College. Rebecca resides in Washington, D.C.
Dan McFaul,Partner
Dan McFaul has been involved with more than 30 federal, state, and local campaigns in
the last two decades, including races for Congress, U.S. Senate, and Governor, as well as
Presidential campaigns. He served as campaign manager to Cong.Joe Scarborough in 1996
and 2000. In 1998, he worked as a Senior Field Analyst for the National Republican
Congressional Committee (NRCC), and consulted on eight Congressional campaigns in
the Southeast and Ohio River Valley.
Dan served on the staff of U.S. Rep. Joe Scarborough of Florida from 1997-2001, rising to
the position of Legislative Director. He became the Chief of Staff and Communications
Director for Cong. Jeff Miller on Oct. 16th, 2001,when Miller was sworn into office. Prior
to the election,Dan was Miller's campaign manager during the 2001 special election cycle.
Dan was a member of the Presidential Transition Team for then President-elect Donald J.
Trump. Most recently, Dan served as the Chief of Staff for Cong. Matt Gaetz of Florida.
A native of Pensacola, Dan graduated from the University of Florida with a Bachelor's
Degree in Political Science and Public Relations. He later completed a Master's Degree in
Public Administration at the University of West Florida. Dan lives in Washington, D.C.
with his wife, Jessica, and their two children.
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Team Member Roles
Rebecca will manage the day-to-day operations for the City of Miami Beach here in the
DC office. She will be your main point of contact, and serve as your advocate with
Congress, the Administration, and with the federal agencies and departments. Syl will be
your local contact in Miami, as well as managing your federal priorities in the DC office.
Brian will oversee the team's efforts,working to make sure Congressmen,Senators,agency
and department officials, and the Administration understand the needs and priorities of the
City of Miami Beach.
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BRIAN D. BALLARD
Residence: Office:
7445 Heartland Circle 403 East Park Avenue-Lively House
Tallahassee, Florida 32312 Tallahassee, Florida 32301
(850)668-9823 (850)577-0444
PROFESSIONAL HISTORY:
May 1998 - Ballard Partners, Inc.
Present President. The firm specializes in all aspects of governmental advocacy
with particular emphasis on matters before Florida's Executive and
Legislative branches of state government. The firm also provides client
representation before the U.S. Congress and federal agencies.
June 2003 - Panza, Maurer& Maynard,P.A.
Present Of Counsel. The law firm specializes in governmental and regulatory
matters; health care; insurance; corporate law; commercial litigation and
environmental law. Rated"AV"by Martindale-Hubble.
August 1995 - Florida State University
August 2006 Adjunct Professor in the School of Political Science.
March 1991 - Bryant,Miller and Olive,P.A.
May 1998 Managing Shareholder. The law firm specializes in state and municipal
finance, environmental law, governmental affairs, and agency decision
making.
November 1992 - U.S. and Foreign Commercial Service Advisory Council
April 1994 Appointed by the U.S. Secretary of Commerce to provide advice on the
operations and services of the US&FCS and its related worldwide export
programs.
December 1990 - Executive Office of the President
March 1991 Directed the transition and assisted in the U.S. Senate confirmation of the
Director of the Office of National Drug Control Policy.
January 1988 - Chief of Staff,Office of the Governor
December 1990 Directed executive office staff, supervised eleven cabinet departments
under the Governor. Coordinated and lobbied legislative and budget
proposals. Developed policy initiatives for the Executive Office of the
Governor and its agencies.
March 1989 White House Delegation
U.S. Observation Delegation to the 1989 Presidential Election in El
Salvador.
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1987 Deputy Chief of Staff/Executive Assistant, Office of the Governor
August- December Directed the Scheduling and Appointments Office. Assisted in press and
public relations and coordinated the administrative functions of the
Governor's Office.
1983 Executive Office of the President
May-July Intern, Office of Management and Budget.
EDUCATION: University of Florida College of Law
Juris Doctorate, 1988
University of Florida
Bachelor of Science in Business Administration, 1983
PROFESSIONAL, Presidential Electoral College Member,2016
POLITICAL AND CIVIC Trump Victory, Florida Chairman, 2016
ORGANIZATIONS: Presidential Inaugural Committee, Vice Chairman, 2016
Presidential Transition Finance Committee Member,2016
Governor Rick Scott Inaugural Committee, Chairman, 2015
Mitt Romney Presidential Campaign, Florida Finance Committee,
Chairman, 2012
Governor Rick Scott Inaugural Finance Committee, Chairman, 2011
John McCain Presidential Campaign, Florida Finance Committee,
Chairman, 2008
Florida Governor's Mansion Foundation
Governor Charlie Crist Inaugural Committee, Chairman,2007
American Bar Association
The Florida Bar
The Collins Center for Public Policy
Miami Herald Legislative Ranking Committee 2002,2003
City of Tallahassee-Leon County Architectural Review Board
August 20, 1999-June 30,2002
Georgetown University Medical and Law Centers, Editorial Associate,
Courts, Health, Science and the Law
Florida Council of 100, 1987-1990
Governor's Transplant Lifeline for Children Task Force, Board of
Directors, 1987-1990
University of Florida Department of Political Science,Graduate Program
in Political Campaigning, Development Committee, September 1994
University of Florida Athletic Association Board of Directors, 1984
Delta Tau Delta National Fraternity
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HONORS: Inductee, Francis Eppes Society, Florida State University, 2016
The American Lawyer's Magazine Top Rated Lawyer in the field of
Energy, Environmental and Natural Resources Law 2013
Rated"AV"by Martindale-Hubbell highest attorney rating for both
legal ability and ethical standards
Florida Trust for Historic Preservation Award for Outstanding
Historic Preservation 2000
Tallahassee/Leon County Historic Preservation Award 1999
University of Florida Hall of Fame
Florida Blue Key
Omicron Delta Kappa
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SYLVESTER LUKIS
Sylvester Lukis is an attorney with over 30 years of legal and consulting experience in intergovernmental
and political affairs at the federal,state, and local levels.
He began his law practice in Washington, D.C. in 1981, where he specialized in representing municipal
clients before state and federal executive and legislative branches of government. His clients during his
tenure as a Washington, D.C. attorney included the Florida governmental entities of Miami-Dade County,
the cities of Miami and Miami Beach,and the public school systems of Miami-Dade and Broward Counties.
Prior to entering private practice, in 1980, Mr. Lukis was appointed Director of Intergovernmental Affairs
at the U.S. State Department's Cuban Haitian Task Force,where he was responsible for coordinating policy
development and implementation among several federal,state,and local governmental agencies in response
to the mass immigration influx of Cubans into Miami from the Port of Mariel,Cuba.
Other federal appointments include Special Assistant to the U.S.Attorney for the District of Columbia,and
prior to that, Special Assistant to the General Counsel of the U.S. Department of Health and Human
Services. In that capacity, he was primarily responsible for providing legal assistance to the agencies
administering health, education,and welfare programs at the federal level.
Mr. Lukis is currently the Miami Managing Partner of Ballard Partners, Florida's leading government
affairs firm.
Mr. Lukis holds a law degree from New England School of Law and a Bachelor's degree in Business
Management from Western New England College.
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REBECCA BENN
OVERVIEW Government affairs strategist with two decades of experience advising
Congressional and corporate decision makers on transportation, environmental,
and appropriations policy.
PROFESSIONAL Ballard Partners,Partner
EXPERIENCE Washington,D.C.
June 2017—Present
Represent our clients' needs and interests before Congress,the Administration,
and federal agencies and departments.
CSX Transportation,Director of Federal Affairs
Washington,D.C.
June 2012—March 2017
Advance government relations priorities for the largest Eastern freight
railroad before Congress and select federal agencies; cultivate relationships
with Congressional Members, Committee and personal office staff, and
industry stakeholders; direct all government relations initiatives impacting
automation, safety, environmental regulation, security, and federal
appropriations; serve as federal affairs representative on CSX
interdisciplinary teams studying the feasibility of autonomous vehicles and
LNG; and, oversee federal constituent relations for seven states.
U.S. Senate Committee on Appropriations,Professional Staff
Subcommittee on Interior,Environment,and Related Agencies
Washington,D.C.
April 2005—May 2012
Lead Republican negotiator for bicameral and bipartisan $30 billion federal
appropriations bill on behalf of Senators Thad Cochran,Conrad Burns,Larry
Craig, Lamar Alexander, and Lisa Murkowski for the Environmental
Protection Agency, Indian Health Service, and Kennedy Center; analyzed
budget requests from federal agencies and recommended budget and policy
alternatives to Committee leadership; strengthened relationships with
Committee members, Congressional staff, federal agency policy and career
staff, and policy stakeholders; drafted legislation, amendments, report
language, floor statements,briefings,talking points, and press releases.
U.S. Senate Committee on Appropriations,Professional Staff
Subcommittee on Veterans Affairs,Housing and Urban Development,and
Independent Agencies
Washington,D.C.
June 2003—April 2005
Lead Republican negotiator for bicameral and bipartisan$123 billion
federal appropriations bill on behalf of Senators Ted Stevens and Kit Bond
for the Environmental Protection Agency, Council on Environmental
Quality, and Chemical Safety and Hazard Investigation Board; analyzed
budget requests from federal agencies; established relationships with
Committee members, Congressional staff, federal agency policy and career
30
staff, and policy stakeholders; drafted legislation, amendments, report
language, floor statements,briefings,talking points, and press releases.
Office of U.S. Senator Thad Cochran, Legislative Assistant and Associate
Appropriations Staff
Washington,D.C.
May 1997—May 2003
Advised and recommended policy positions to Senator Cochran on issues
relating to the environment,foreign policy,housing,education,and American
Indian affairs; negotiated policy and funding issues with Appropriations
Subcommittee staff on Interior, Foreign Operations, and Veterans Affairs,
Housing and Urban Development, and Independent Agencies; drafted
legislation, floor statements, speeches, and correspondence; managed
legislative aides; fostered relationships with constituents, federal agency
staff,and policy stakeholders.
EDUCATION Dartmouth College
Hanover,N.H.
September 1992—June 1996
Bachelor of Arts in English
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DANIEL F. McFAUL
PROFESSIONAL BALLARD PARTNERS
EXPERIENCE PARTNER
WASHINGTON,D.C.
FEBUARY 2017—PRESENT
• Represent our clients' needs and interests before Congress, the
Administration, and federal agencies and departments.
OFFICE OF CONGRESSMAN MATT GAETZ
CHIEF OF STAFF/COMMUNICATIONS DIRECTOR
WASHINGTON,D.C.
JANUARY 2017
• Assemble a constituent service team,a legislative operation,an administrative
structure and a communications protocol in a start-up congressional office.
• Responsible for establishing a DC and District office. Ensure communications
and IT systems were in place and operational on day one.
• Establish a list of priority committee assignments and construct and implement
a strategy for attaining those assignments.
• Chief strategist for all legislation and policy.
PRESIDENTIAL TRANSITION TEAM
APPOINTMENTS TEAM MEMBER
WASHINGTON,D.C.
NOVEMBER 2016—JANUARY 2017
• Helped president-elect Trump prepare to take office by serving on team
responsible for helping to fill roughly 4,000 politically appointed
positions, including more than 1,000 jobs requiring Senate confirmation.
• Worked closely with both the Policy and Landing teams to identify
priority positions based on the policy agenda of the new administration
and to generate lists of candidates for each agency based on their
particular needs and issues.
• Helped develop a system for identifying,screening and processing senior
level political appointees as well as mid-level and lower-level Schedule
C positions.
• Specialized in Department of Defense, Department of Veterans Affairs,
Armed Services, and Intelligence Community appointments.
OFFICE OF CONGRESSMAN JEFF MILLER
CHIEF OF STAFF/COMMUNICATIONS DIRECTOR
WASHINGTON,D.C.
OCTOBER 2001—JANUARY 2017
• Manage and direct a multi-faceted Congressional office with responsibilities
including the strategic management and leadership of the legislative,
administrative, communications, district, political, fundraising and coalitions
operations.
• Responsible for two Florida offices and one D.C. office with an annual $1.5
million budget and 20-employees.
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• Establish and implement monthly and yearly strategic political,legislative,and
communication goals. Conduct regular assessments of employees and review
and update goals. _
• Responsible for all media and outreach including releases, statements,
interviews and speeches; working with national, state and local press; the
White House, House and Senate leadership; and a broad array of coalitions.
• Chief strategist for all legislation and policy.
CAMPAIGN OF JEFF MILLER FOR CONGRESS
CAMPAIGN MANAGER
PENSACOLA,FL
MAY 2001—OCTOBER 2001
• Responsible for all campaign personnel, fundraising, media and public
relations, issue and opposition research,volunteer recruitment,and strategy.
• Directed a win in a competitive six-way primary election with 54.1% of the
vote and a general election with 66%of the vote.
OFFICE OF CONGRESSMAN JOE SCARBOROUGH LEGISLATIVE
DIRECTOR/DEPUTY PRESS SECRETARY
WASHINGTON,D.C.
DECEMBER 1996—MAY 2001
• Responsible for operations of the five-person Legislative Office. Manage the
Congressman's Judiciary Committee assignment.
• Researched legislation to provide summaries, analysis, and vote
recommendations for multiple issue areas including national defense, energy,
health care, transportation, telecommunications, labor, trade, science, and
technology.
• Managed and prepared appropriations, transportation reauthorization, and
water resources requests. Coordinated with local officials,interest groups,and
lobbyists to enhance requests in order to meet all committee requirements and
secure funds for the First District of Florida.
• Authored all floor speeches, committee remarks, policy briefs, and media
editorials.
• Drafted bill text and developed co-sponsorship support to introduce
legislation. Collaborated with committee staff to implement these legislative
initiatives.
NATIONAL REPUBLICAN CONGRESSIONAL COMMITTEE SENIOR
FIELD ANALYST
WASHINGTON,D.C.
MARCH 1998—AUGUST 1998
• Acted as consultant to Congressional candidates, primarily in the Deep South
and the Ohio River Valley areas.
• Achieved the best win/loss ratio of any Field Analyst in the 1998 cycle.
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CAMPAIGN OF JOE SCARBOROUGH FOR CONGRESS CAMPAIGN
MANAGER
PENSACOLA,FL
JULY 1996—DECEMBER 1996; MAY 2000-AUGUST 2000
• Responsible for all campaign personnel, fundraising, media and public
relations, issue and opposition research,volunteer recruitment, and strategy.
FIRST NATIONAL LIFE INSURANCE COMPANY
MARKETING MANAGER
PENSACOLA,FL
OCTOBER 1994—JULY 1996
• Responsible for managing seven-person marketing department. Designed and
implemented a comprehensive marketing strategy for 8000 health agents in
thirty-eight States. Developed State Government relations program.
EDUCATION THE UNIVERSITY OF WEST FLORIDA,
PENSACOLA,FL
MASTERS OF PUBLIC ADMINISTRATION
1998
THE UNIVERSITY OF FLORIDA,
GAINESVILLE,FL
BACHELOR OF ARTS IN POLITICAL SCIENCE
MINOR IN MASS COMMUNICATIONS
1994
OTHER CLEARANCE: Department of Defense, Top Secret
MEMBERSHIPS: National Rifle Association,Chief of Staff Association,
Ducks Unlimited, Republicans Associated for Mutual Support(RAMS),
Republican Communications Association(RCA)
Past President of the University of Florida Alumni Association of Greater
Washington DC
Regional Vice President of the UFAA Board of Directors,2010
Florida State Society of Washington DC, board member 2009—present
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2.3 MAJOR ACHIEVEMENTS
Provide detailed information regarding any major achievement(s) the proposing firm or a
member of its team may have had in successfully achieving the goals of its public sector
client(s) with regard to legislation and funding (as applicable) in the following areas:
transportation; community and economic development; environmental projects; beach re-
nourishment; infrastructure improvements; hurricane and disaster recovery efforts;
housing and urban development; homeless programs; or, homeland security.
Ballard Partners
Our experience in the municipal arena began in 1998 with the City of Boca Raton and
Martin County,which we still represent. Since that time our local government practice has
grown to include the Cities of Boynton Beach, Palm Beach Gardens, City of Jacksonville,
Pembroke Pines, Delray Beach,and Port St. Lucie, Towns of Palm Beach and Lantana. In
addition to Martin County, our county government representation currently includes
Broward, Osceola, and Polk counties. We have also represented Miami-Dade, Alachua,
and Charlotte counties as well as the Florida Association of Counties.
We have been privileged to represent a number of diverse clients for over a decade,
working in partnership to achieve many successes. We offer an abundance of working
knowledge of municipal efforts coupled with insight achieved through working closely
with the incoming Administration, as well as Congressmen, Senators, and officials in in
the departments and agencies. We offer the following as a sample of the many legislative
accomplishments we have achieved on behalf of our clients.
Sober Homes
City of Delray Beach
We assisted in passing HB 21 by Representative Bill Hager and Senator Jeff Clemens
relating to Substance Abuse Services which will address the spread of sober homes in
Florida. This issue was a priority for many of clients including the City of Delray Beach.
This important bill establishes voluntary certification programs for recovery residence
administrators and recovery residences, commonly referred to as Sober Homes.
Sober Homes certified under the new process will be inspected by a credentialing entity
prior to the initial certification and during every subsequent renewal. It also requires
certified recovery residences to be actively managed by a certified recovery residence
administrator. Lastly it requires all owners, directors and chief financial officers of a sober
home, as well as individuals seeking certification as an administrator, to pass a Level 2
background screening.
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Growth Management
City of Boca Raton
The City of Boca Raton was on the losing side of a lawsuit that would have required them
to conduct a city-wide referendum every time they issued a development order outside of
the comprehensive plan. This was clearly not the intention of the Florida Legislature when
they passed sweeping growth management legislation in 2010. Cities that did not have a
referendum policy in place before the legislation passed were exempt from this provision.
Unfortunately,the court felt that the law was unclear in this regard. We were able to rectify
this situation with the passage of HB 537. This bill clarified that the city would not have
to hold referendums for many of the projects already in the pipeline. This legislation dealt
with a very controversial area of the law but all concerns were dealt with during the
committee process and the bill passed unanimously out of both chambers.
Mitigation of Wetlands
Martin County
Martin County is one of the few counties in Florida that does not allow for the mitigation
of wetlands, specifically prohibiting the destruction of any wetlands. This local policy is
one of the strictest in the State and has come under fire on the legislative front for several
years. The 2013 Session was no different. Language that would have preempted Martin
County's ordinance was included in several important bills moving through the legislative
process. Working with the Martin County delegation, and other concerned interest groups,
we were able to have this language removed from all legislative vehicles ensuring defeat
of this state preemption.
Jacksonville Transportation Authority (JTA)
We provide strategic counsel as well as legislative and executive lobbying services to this
Jacksonville-based state agency. We are proud of our work to secure funding for the St.
Johns River Ferry as well as other appropriations that help JTA provide a transportation
system throughout Jacksonville that serves the needs of a community of 840 square miles.
In 2012, our Firm led lobbying efforts to pass legislation creating the Regional
Transportation Commission to improve mobility and expand multimodal transportation
options in Baker, Clay, Duval,Nassau, Putnam, and St Johns Counties.
In 2012, the Firm was successful in changing the law to revise the financial disclosure
requirements to remove a citation to law relating to the Jacksonville Transportation
Authority so that members of that authority are required to file a limited financial
disclosure statement with the Commission on Ethics. In 2009, the Expressway Authority
Act was changed to require that board members of a transportation authority file a detailed
financial disclosure form as required by the State Constitution. Until this law changed,the
Jacksonville Transportation Authority Board Members filed a more limited financial
disclosure form similar to other local boards. This change in law was considered a deterrent
to membership on many transportation authority boards.
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Jacksonville Port Authority (JAXPORT)
Our work as a part of the JAXPORT team enabled funding in this year's budget to begin
the deepening Jacksonville's shipping channel. We also worked with the Florida
Department of Transportation to allow the most efficient transport of vehicles from ships
to various intermodal opportunities around the port seamlessly. We work closely with the
Florida Department of Transportation on a myriad of issues facing the Authority, its tenants
and customers each year.
Right-of-Way Deed Transfer
Miami-Dade County
Miami-Dade County sought for two sessions, a change in state law to authorize transfers
of right-of-way between local governments by deed. When a new city incorporates or an
area is annexed to an existing city, the County transfers neighborhood streets from being
county unincorporated ownership and maintenance to city ownership and maintenance.
The law at the time required the County to do right-of-way transfer by map,a costly process
for local governments (a similar process to an individual surveying a house and property
for purchase but on a larger scale). Current law allows the Florida Department of
Transportation (DOT) to transfer road right-of-way by deed or map. We were successful
in amending the omnibus DOT legislative package (HB 599) during the 2012 Session to
include language that would give the County the same option to utilize a Right-of-Way
deed transfer in lieu of mapping when transferring county roads to municipalities. This
flexibility will result in a substantial cost savings to taxpayers.
Our clients will expect, and we will demand of ourselves the same level of success in our
federal work, as is demonstrated by our successes in Florida.
Our team is highly successful in identifying and obtaining financial support for our clients.
The appropriations process is one that is constantly changing. Our team members
understand this evolving process and have developed relationships with the appropriate
elected officials and staff members, as well as agency personnel in the executive branch
and at the White House. The process of obtaining funding can be a vastly different process
from year to year, and from one legislative body to the other. Our involvement is a
continual exercise. Obtaining positive results for our clients requires a constant presence
among decision makers and staff members responsible for implementation.
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3.0 APPROACH AND METHODOLOGY
Submit detailed information on the approach and methodology proposed in its efforts on
behalf of the City to accomplish the desired goals of this solicitation, including detailed
information, as applicable, which addresses, but need not be limited to: how the proposer
plans to represent the City before all federal agencies in Washington,D.C.,which may have
bearing on the ability of the City to make the best use of federal programs such as grant
opportunities and funding availability for transportation, community and economic
development, environmental matters, beach re-nourishment, infrastructure improvement,
hurricane recovery efforts, housing and urban development, homeless programs, homeland
security and any other areas that proposers believes may be of interest to the City.
The Firm specializes in all aspects of governmental and public affairs, including federal,
state, and local legislative advocacy and administrative issues affecting agency decisions.
Our philosophy is simple: We combine extensive government experience with unwavering
advocacy to maximize clients' results. We bring a broad range of governmental and
political expertise to meet the needs of our clients. Our lobbying success is grounded in our
collective years of experience,a keen understanding of local,statewide and federal politics,
and effective representation in a myriad of policy areas, impacting a wide spectrum of
government.
We have diligently reviewed the Scope of Services required in this RFQ and fully
understand the requirements. We are passionate, persuasive advocates who maximize
results for the clients we serve. We are engaged at the highest levels of local, state, and
federal government,and are able to meaningfully promote the City's legislative,budgetary,
and policy agenda.
Once retained, our Firm will work with the City and its staff to identify and review all areas
of concern and interest, and establish the goals and priorities of the City. We will then
develop an overall strategy,timelines,and deliverables to address those issues and compile
the necessary supporting information. Beyond a list of identified action items, the team
will track, monitor, and report on all filed bills that may have an impact on the City.
Once priorities and goals are established,we will devise and communicate an approach for
accomplishing those legislative and policy needs. We will immediately begin to implement
the strategy by identifying and working with key legislators and legislative committee staff.
We will also maintain an active and ongoing engagement with committee chairs, key
policymakers, and staff of the legislative and executive branches at all levels.
We have a proven track record in cultivating strong working relationships with legislative
leadership, committee staff, and the Executive and Cabinet agencies at the local, state, and
federal levels. We will facilitate meetings with key members of relevant committees, as
well as with the House and Senate leadership, agency and department officials at the state
and federal levels, and members of the Administration. Additionally, the Firm will assist
the City in developing and strengthening relationships with leadership in the House and
Senate.
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As a result of our connections we have the opportunity and access to alert our clients of
potential grant opportunities that may be beneficial to their needs and priorities. We will
work on the City's behalf, to find grants that could benefit the City, specifically in:
transportation, economic development, environmental matters, beach re-nourishment,
infrastructure improvement, hurricane recovery efforts, housing and urban development,
homeless programs, homeland security, etc. Our Firm's knowledge and experience with
federal agencies and departments makes us especially equipped to facilitate the grant
writing process, help the City navigate the procedures involved with the grant application
process, and work with our contacts to encourage a successful outcome on behalf of our
clients.
The Firm is confident that we can provide full-scale, comprehensive representation of the
City in accordance with the stated requirements while in complete compliance with all
applicable federal, state, and local laws, statutes, ordinances, rules and regulations.
39
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BALLPAR-01 TODONNELL
Ait—e-)121-30 CERTIFICATE OF LIABILITY INSURANCE °ATE,M#AOOV/WYg
Iii......---- 04/26/2017
THIS CERTIFICATE IS ISSUED AS A MATTER OF 9FORMAIION ONLY AND CONFERS NO RIGHTS UPON THE CERTWICATE HOLDER.TIM
CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICES
BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S).AUTHOR
REPRESENTATIVE OR PRODUCER AND THE CERTIFICATE HOLDER.
IMPORTANT: If the certificate holder is an ADDITIONAL INURED,the po0ey(ies)must have ADDITIONAL INSURED provisions or be endorsed.
If SUBROGAT ON IS WAIVED.subject to the terms and conditions of the policy,certainpolicies may require an endorsement.A statement on
this certificate does not confer rights to the certificate holder in lieu of such endorse
endorsement(s).
watxtucert T Tina O'Donnell
Lewcy Insurance.SokrGons.LLC ,E.e I taN.1,(850)894-3129
12nd Floor Drive Ext may*todonnekillegacyins0c.com
Tallahassee,FL 32308-7942
FEUNFR14i AFFORINNa CONFYAOE Nast II
aassAE*A Southern-Owners insurance Company 10190
INSURED sauce*a FFVAMutual Insurance Como:anv 10385
Ballard Painters.Inc_ aware*c Travel s Casualty and Surety Company of America 31194
403E Park Ave INSURE IT 0.
Tallahassee.FL 32301
INSUNER E:
INSURER F
COVERAGES CERTIFICATE NUMBER: REVISION NUMBER.
THIS IS TO CERTIFY THAT 1MB POUCtES CF INSURANCE L==IED BELOW HAVE BEEN=UIED TO THE INSURED NAMED ABOVE FOR THE P'OLFCY PERIOD
INDICATED_ NOTWITI TANDHNG ANY REQUIREMENT,TERM OR CONDmON OF ANY CONTRACT CR OT DOCUMENT WITH RESPECT 10 WItCH NID
CERTIFICATE MAY BE IODIED OR MAY PERTAIN.THE INSURANCE AFFORDED BY THE POLICIES DESCRY HEREIN 0MIELE-CTTOALL THE TERii'C,
EXCLUSIONS AND CONYNTICNS Cf SUCH POUCES.UNITS DHPOWN MAY HAVE BEEN REDUCED BY PAID CLAMS:
ADDS SUITE PIRACY ET+ POLICY t XP
LIN TYPE OF INSURANCE ) POLICY NUMBER MilsaI ItIrtra EAMIQDIYYYYI utters
4R
A X cotilwtOMLOt ermsLemur,' EACH OCCLRITSCE S 1,000.000
I CLAIM0_WA F 0 cca.A x 78707044-17 05171.2017 05/0112018 s i D« E s 300,000
IVACO
RFD ESE!Am TRH 0wfani I
TFRE.CMN.S ADP AWRY I
ActaF-A tAirr PER CEPIERAS ACPT IA`TF 3 2,000,000
X P_I.:CY L Li Loc ARTX ic'T4.,' Nf.
CaPCP - S 2.000.000
=HAT I
cceierseDMCI!JOIar1.000,000
A FATIOMAE
OBLIAIRSITY ,Pa...He! S
�ANY�Y AEtpiTo - 78707044-17 05/0112017 80112018 ROMP ISLARY EPa Prwen, a
_
L.l7 OTAY ifr"-§UI:ED SCDLY!NARY
MIT acciSerR1 S 1
X ZrFD 7L NCH-DA/LIFO ,�F+a: Al,� 1
AUTOS 014.Y CEA(
$
A X UAIBNECIA LAB X CCCLR EACH OCCLISFPNCE i 4,000.000
EXCESS use C.LAWf~11ACF 50707044-110 05101.2017 090112018 ACCFECAT s 4,000.000
DED I I REEN-CHS S
} B WORKERS CONPENSATIOM I h'>TE I I
iTm-
ANO EMPLOYERS'SNOWY Y141
ANN FITAFRIETONME EL TIYE xCITATOY N!A 4NC84000YdS42-2012,0 0587112017 0510112018 E,EACH ACC-MEW II 1,000.000
�wll0 awl E DSEASE-FAEAPt�J'°EE I 1.000.000
trw.,A.wE.wwu 1,000,000
CEWA IPTN2N C0 OPFFYA"CPPISw DISEASE-ROLCYLAIIT S
C Professional Lab 106050552 02/0972017 0210912018 Occurrence 2,000.006
C Professional Liab 106050552 02109/2017 0210912018 Aggregate 2,000,000
OEst-RNP110N OF OPERATIONS/LOCATIONS!YETTEMEe IACORD 101,A41111Mr.1R.III0*0,A.n.e.N. e...s•s.a A mom apse no+vn.AP
CERTIFICATE HOLDER CANCELLATION
SHdLD ANY OF THE ABOVE DESCRIBE POUCES BE CANCELLED BEFORE
THE ECPIRATION DATE THEREOF, NOTICE NAA. BE OHAVERED IN
ACCORDANCE.WITH THE POLICY PFEDARSMONS.
ADTIN11NZE8 REPRESENTATIVE
ACORD 25(2016103) 40 1388-2015 ACORD CORPORATION All rights reserved.
The ACORD name and logo are registered marks of ACORD
40
ATTACHMENT D
INSURANCE REQUIREMENTS
APPENDIX E
MIAMI BEACH
Insurance Requirements
2017-232-WG
Federal Governmental Consulting
Services
PROCUREMENT DEPARTMENT
1755 Meridian Avenue, 3RD floor
Miami Beach, Florida 33139
RFQ 2017-232-WG 30
MIAMIBEACH
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 2017-232-WG 31