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PROFESSIONAL SERVICES AGREEMENT
BETWEEN THE CITY OF MIAMI BEACH
AND
THE BALMORAL GROUP, LW
FOR
BUSINESS CASE ANALYSIS OF THE CITY OF MIAMI BEACH STORM WATER
RESILIENCY PROGRAM,
PURSUANT TO
REQUEST FOR QUALIFICATIONS (RFQ) NO. 2017-300-KB
This Professional Services Agreement (Agreement) is entered into this i day of
Or7ot3Bcc , 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 The
Balmoral Group, LLC, a limited liability company of the State of Florida, whose address is 165
Lincoln Avenue, Winter Park, FL 32789 (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 Susanne M. Torriente, Assistant City Manager/Chief
Resiliency Officer
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. 2017-300-KB for Business Case Analysis of
the City of Miami Beach Stormwater Resiliency Program, together
with all amendments thereto, issued by the City in contemplation of this
Agreement RFQ, and the Consultant's proposal in response thereto
(Proposal), all of which are hereby incorporated and made a part hereof;
provided, however, that in the event of an express conflict between the
Proposal Documents and this Agreement, the following order of
precedent shall prevail: this Agreement; the RFQ; and the Proposal.
RFQ-2017-300-KB Page 1
Risk Manager: The Risk Manager of the City, with offices at 1700 Convention Center
Drive, Third Floor, Miami Beach, Florida 33139; telephone number (305)
673-7000, Ext. 6435; and fax number(305) 673-7023.
SECTION 2
SCOPE OF SERVICES
2.1 In consideration of the Fee to be paid to Consultant by the City, Consultant shall provide
the work and services described in Exhibit"A" hereto (the Services).
Although Consultant may be provided with a schedule of the available hours to provide its
services, the City shall not control nor have the right to control the hours of the services
performed by the Consultant; where the services are performed (although the City will provide
Consultant with the appropriate location to perform the services); when the services are
performed, including how many days a week the services are performed; how the services are
performed, or any other aspect of the actual manner and means of accomplishing the services
provided. Notwithstanding the foregoing, all services provided by the Consultant shall be
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:
City Manager's Office
City of Miami Beach
1700 Convention Center Drive
Miami Beach, Florida 33139
Attn: Susanne M. Torriente, Assistant City Manager/Chief Resiliency Officer
2.2 Consultant's Services, and any deliverables incident thereto, shall be completed in
accordance with the timeline and/or schedule in the Consultant Service Order.
2.3 Consultant shall only commence any services, or portions thereof, upon issuance of a
Consultant Service Order by the City.
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 five (5) years, with two (2) renewal options for
a period of two (2) years each, 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 the Consultant Service
Order.
RFQ-2017-300-KB Paget
SECTION 4
FEE
4.1 In consideration of the Services to be provided, Consultant shall be compensated
through individual Consultant Service Orders (Exhibit "B") issued for a particular project,
on a "Lump Sum" or "Not to Exceed" fee for provision of the Services, or portions thereof, as
may be set forth and described in the Consultant Service Order issued for a particular Project,
shall be negotiated between the City and Consultant, and shall be set forth in the Consultant
Service Order. Notwithstanding the preceding, the total fee paid to Consultant pursuant to this
Agreement shall be subject to funds availability approved through the City's budgeting process.
4.2 REIMBURSABLE EXPENSES
Reimbursable Expenses are an allowance set aside by the City and shall include actual
expenditures made by the Consultant in the interest of the Project, provided such expenses are
authorized in advance by the City in a Consultant Service Order. The Reimbursable Expenses
allowance, as specified herein, belongs to, and shall be controlled by the City (i.e. unused
portions will be retained by the City and shall not be paid to Consultant). Only approved travel-
related expenses authorized by a Consultant Service Order will be reimbursed to the
Consultant, in an amount not-to-exceed the agreed-upon amount reflected on the corresponding
Consultant Service Order, and in accordance with City-wide Procedure OD. 20.01 (Travel on
City Business), as may be updated by the City from time to time.
Notwithstanding the above, any Reimbursable Expenses must be authorized, in advance, in
writing, by the Project Administrator. Invoices or,vouchers for Reimbursable Expenses shall be
submitted to the corresponding Project Administrator (along with any supporting receipts and
other back-up material required to support the amount invoiced, and as requested by the
corresponding Project Administrator). Consultant shall certify as to each such invoice and/or
voucher that the amounts and items claimed as reimbursable are "true and correct and in
accordance with the Agreement." Only actual amounts incurred and paid (requiring proof of
payment) by the Consultant shall be invoiced, without any markups and/or additions.
4.3 INVOICING
Payments for Services shall be made within forty-five (45) calendar days of receipt and approval
of an acceptable invoice by the Project Administrator. Payments shall be made in proportion to
the Services satisfactorily performed, so that the payments for Services never exceed the
progress percentage noted in the Consultant's Progress Schedule (to be submitted with each
invoice). No mark-up shall be allowed on subcontracted work. In addition to the invoice, the
Consultant shall, for Hourly Rate authorizations, submit a progress report giving the percentage
of completion of the Project and the total estimated fee to completion.
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 Manager's Office
City of Miami Beach
1700 Convention Center Drive
Miami Beach, Florida 33139
Attn: Naima De Pinedo, Office Manager
RFQ-2017-300-KB Page 3
4.4 ESCALATION
The initial hourly rates shall remain constant for the Initial Term of the agreement. Ninety (90)
days prior to expiration of the Initial Term, the City may consider an adjustment to the preceding
year's unit costs for the subsequent year. Only request for increases based on a corresponding
increase in the Consumer Price Index for All Urban Consumers; U.S. City average (1982-
84=100), as established by the United States Bureau of Labor Statistics ("CPI"), or material
adjustments to the scope or requirements of the RFQ by the City, including (but not limited to)
living wage increases, will be considered. In the event that the City determines that the
requested increase is unsubstantiated, the Consultant agrees to perform all duties at the current
cost terms.
SECTION 5
TERMINATION
5.1 TERMINATION FOR CAUSE
If the Consultant shall fail to fulfill in a timely manner, or otherwise violates, any of the
covenants, agreements, or stipulations material to this Agreement, the City, through its City
Manager, shall thereupon have the right to terminate this Agreement for cause. Prior to
exercising its option to terminate for cause, the City shall notify the Consultant of its violation of
the particular term(s) of this Agreement, and shall grant Consultant ten (10) days to cure such
default. If such default remains uncured after ten (10) days, the City may terminate this
Agreement without further notice to Consultant. Upon termination, the City shall be fully
discharged from any and all liabilities, duties, and terms arising out of, or by virtue of, this
Agreement.
Notwithstanding the above, the Consultant shall not be relieved of liability to the City for
damages sustained by the City by any breach of the Agreement by the Consultant. The City, at
its sole option and discretion, shall be entitled to bring any and all legal/equitable actions that it
deems to be in its best interest in order to enforce the City's right and remedies against
Consultant. The City shall be entitled to recover all costs of such actions, including reasonable
attorneys' fees.
5.2 TERMINATION FOR CONVENIENCE OF THE CITY
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
RFQ-2017-300-KB Page 4
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
Consultant agrees to indemnify and hold harmless the City of Miami Beach and its officers,
employees, agents, and contractors, from and against any and all actions (whether at law or in
equity), claims, liabilities, losses, and expenses, including, but not limited to, attorneys' fees and
costs, for personal, economic or bodily injury, wrongful death, loss of or damage to property,
which may arise or be alleged to have arisen from the negligent acts, errors, omissions or other
wrongful conduct of the Consultant, its officers, employees, agents, contractors, or any other
person or entity acting under Consultant's control or supervision, in connection with, related to,
or as a result of the Consultant's performance of the Services pursuant to this Agreement. To
that extent, the Consultant shall pay all such claims and losses and shall pay all such costs and
judgments which may issue from any lawsuit arising from such claims and losses, and shall pay
all costs and attorneys' fees expended by the City in the defense of such claims and losses,
including appeals. The Consultant expressly understands and agrees that any insurance
protection required by this Agreement or otherwise provided by the Consultant shall in no way
limit the Consultant's responsibility to indemnify, keep and save harmless and defend the City or
its officers, employees, agents and instrumentalities as herein provided.
The parties agree that one percent (1%) of the total compensation to Consultant for
performance of the Services under this Agreement is the specific consideration from the City to
the Consultant for the Consultant's indemnity agreement. The provisions of this Section 6.1 and
of this indemnification shall survive termination or expiration of this Agreement.
6.2 INSURANCE REQUIREMENTS [NOTE: INSURANCE TYPES AND LIMITS BELOW
SHOULD ALWAYS BE SAME AS WHAT WAS SPECIFICED IN BID DOCUMENTS]
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$200,000; and
3. Workers Compensation & Employers Liability, as required pursuant to Florida Statutes.
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.
RFQ-2017-300-KB Page 5
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
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.
RFQ-2017-300-KB Page 6
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
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]
RFQ-2017-300-KB Page 7
10.3 ASSIGNMENT, TRANSFER OR SUBCONSULTING
Consultant shall not subcontract, assign, or transfer all or any portion of any work and/or
service under this Agreement without the prior written consent of the City Manager, which
consent, if given at all, shall be in the Manager's sole judgment and discretion. Neither this
Agreement, nor any term or provision hereof, or right hereunder, shall be assignable unless as
approved pursuant to this Section, and any attempt to make such assignment (unless
approved) shall be void.
10.4 PUBLIC ENTITY CRIMES
Prior to commencement of the Services, the Consultant shall file a State of Florida Form PUR
7068, Sworn Statement under Section 287.133(3)(a) Florida Statute on Public Entity Crimes
with the City's Procurement Division.
10.5 NO DISCRIMINATION
In connection with the performance of the Services, the Consultant shall not exclude from
participation in, deny the benefits of, or subject to discrimination anyone on the grounds of
race, color, national origin, sex, age, disability, religion, income or family status.
Additionally, Consultant shall comply fully with the City of Miami Beach Human Rights
Ordinance, codified in Chapter 62 of the City Code, as may be amended from time to time,
prohibiting discrimination in employment, housing, public accommodations, and public
services on account of actual or perceived race, color, national origin, religion, sex,
intersexuality, gender identity, sexual orientation, marital and familial status, age, disability,
ancestry, height, weight, domestic partner status, labor organization membership, familial
situation, or political affiliation.
10.6 CONFLICT OF INTEREST
Consultant herein agrees to adhere to and be governed by all applicable Miami-Dade County
Conflict of Interest Ordinances and Ethics provisions, as set forth in the Miami-Dade County
Code, as may be amended from time to time; and by the City of Miami Beach Charter and
Code, as may be amended from time to time; both of which are incorporated by reference as if
fully set forth herein.
Consultant covenants that it presently has no interest and shall not acquire any interest,
directly or indirectly, which could conflict in any manner or degree with the performance of the
Services. Consultant further covenants that in the performance of this Agreement, Consultant
shall not employ any person having any such interest. No member of or delegate to the
Congress of the United States shall be admitted to any share or part of this Agreement or to
any benefits arising therefrom.
10.7 CONSULTANTS 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
RFQ-2017-300-KB Page8
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
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
RFQ-2017-300-KB Page 9
Consultant has not complied with the request, to the City and to the
Consultant.
(2) A notice complies with subparagraph (1)(b) if it is sent to the City's custodian of
public records and to the Consultant at the Consultant's address listed on its
contract with the City or to the Consultant's registered agent. Such notices must
be sent by common carrier delivery service or by registered, Global Express
Guaranteed, or certified mail, with postage or shipping paid by the sender and
with evidence of delivery, which may be in an electronic format.
(3) A Consultant who complies with a public records request within 8 business days
after the notice is sent is not liable for the reasonable costs of enforcement.
(F) IF THE CONSULTANT HAS QUESTIONS REGARDING THE
APPLICATION OF CHAPTER 119, FLORIDA STATUTES, TO THE
CONSULTANT'S DUTY TO PROVIDE PUBLIC RECORDS
RELATING TO THIS AGREEMENT, CONTACT THE CUSTODIAN
OF PUBLIC RECORDS AT:
CITY OF MIAMI BEACH
ATTENTION: RAFAEL E. GRANADO, CITY CLERK
1700 CONVENTION CENTER DRIVE
MIAMI BEACH, FLORIDA 33139
E-MAIL: RAFAELGRANAAO@MIAMIBEACHFL.GOV
PHONE: 305-673-7411
SECTION 11
NOTICES
All notices and communications in writing required or permitted hereunder, shall be delivered
personally to the representatives of the Consultant and the City listed below or may be mailed
by U.S. Certified Mail, return receipt requested, postage prepaid, or by a nationally recognized
overnight delivery service.
Until changed by notice, in writing, all such notices and communications shall be addressed as
follows:
TO CONSULTANT: The Balmoral Group, LLC
165 Lincoln Avenue
Winter Park, FL 32789
Attn: Valerie Seidel
Email: VSeidel@balmoralgroup.us
TO CITY: City Manager's Office
City of Miami Beach
1700 Convention Center Drive
Miami Beach, Florida 33139
RFQ-2017-300-KB Page 10
Attn: Jimmy L. Morales, City Manager
With a copy to:
City Manager's Office
City of Miami Beach
1700 Convention Center Drive
Miami Beach, Florida 33139
Attn: Susanne M. Torriente, Assistant City
Manager/Chief Resiliency Officer
Notice may also be provided to any other address designated by the party to receive notice if such
alternate address is provided via U.S. certified mail, return receipt requested, hand delivered, or by
overnight delivery. In the event an alternate notice address is properly provided, notice shall be
sent to such alternate address in addition to any other address which notice would otherwise be
sent, unless other delivery instruction as specifically provided for by the party entitled to notice.
Notice shall be deemed given on the date of an acknowledged receipt, or, in all other cases, on the
date of receipt or refusal.
SECTION 12
MISCELLANEOUS PROVISIONS
12.1 CHANGES AND ADDITIONS
This Agreement cannot be modified or amended without the express written consent of the
parties. No modification, amendment, or alteration of the terms or conditions contained herein
shall be effective unless contained in a written document executed with the same formality and
of equal dignity herewith.
12.2 SEVERABILITY
If any term or provision of this Agreement is held invalid or unenforceable, the remainder of this
Agreement shall not be affected and every other term and provision of this Agreement shall be
valid and be enforced to the fullest extent permitted by law.
12.3 ENTIRETY OF AGREEMENT
The City and Consultant agree that this is the entire Agreement between the parties. This
Agreement supersedes all prior negotiations, correspondence, conversations, agreements or
understandings applicable to the matters contained herein, and there are no commitments,
agreements or understandings concerning the subject matter of this Agreement that are not
contained in this document. Title and paragraph headings are for convenient reference and are
not intended to confer any rights or obligations upon the parties to this Agreement.
[REMAINDER OF THIS PAGE LEFT INTENTIONALLY BLANK]
RFQ-2017-300-KB Page 11
IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed
by their appropriate officials, as of the date first entered above.
FOR CITY: CITY OF MIAMI BEACH, FLORIDA
ATTEST:
By:
City Clerk ayor
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RFQ-2017-300-KB Page 12
EXHIBIT A
PROFESSIONAL SERVICES AGREEMENT BETWEEN THE CITY OF MIAMI BEACH AND
THE BALMORAL GROUP, LLC
The Consultant will provide subject matter expertise to the City of Miami Beach for
business case study(s) requested in RFQ No. 2017-300-KB, economic analysis of the
value of our risk reduction investments to address flooding and sea level rise, as
as detailed in the Consultant's proposal. This analysis should explain the risk cost of
inaction (in dollar terms) and the extent to which the risk cost is likely to be reduced as a
result of the city's infrastructure investments (also in dollar terms).
Analysis will also consider the complex relationships between the anticipated reduction
in risk cost and:
• our private property tax base;
• flood insurance (both future FEMA models / FIRM maps and private
market rates);
• the availability and affordability of private property mortgages over
mortgage cycles;
• the city's municipal credit rating and insurance premiums;
• land use issues;
• any other factor that may be pertinent.
The Work would not just explain these interdependent relationships and so help
decision-makers. It will be an evidence-based tool to communicate the city's risk
reduction investment. It will also be a tool for decision-makers which illustrates in
economic terms the best case and worst case scenarios.
C3. Resulting Consultant Service Orders pursuant to this agreement, the City may be
awarded in the following manner
C3.1. Pilot: The Pilot phase would be an analysis of a completed project or a
sample neighborhood project. This would be a smaller engagement in scope
with quicker results focusing on two risks: the five-year storm in combination with
2060 southeast Florida sea level rise scenarios. This would examine the risks in
two-ways: without any infrastructure improvements and with the current
stormwater intervention. The Pilot would analyze how the inaction and action
may affect the City's property tax base, flood insurance, real estate market and
financial mortgage cycles, and credit ratings.
C3.2. Ongoing: This may include the analysis of additional risks and additional
adaptation investments at a project or program level, that may be an expansion
or continuation of the project in other areas of the City or may be a new scope
altogether. The proposing teams are encouraged to present innovative decision-
making tool(s). The tool(s) should be designed to facilitate a review of
RFQ-2017-300-KB Page 13
engineering and science-based solutions. It should compare the solutions with
the current costs. It should also compare the cost over time and the triple bottom
line value (economic, environmental, social) to the City of Miami Beach in the
short term (5 year), mid-term (10 to 20 year) and long term (30 + years).
Approach 2 would provide the ability for the City to analyze how the inaction and
action may affect the City's property tax base, flood insurance, real estate market
and financial mortgage cycles, and credit ratings, land use issues, or any other
factor that may be pertinent to the Work.
RFQ-2017-300-KB Page 14
EXHIBIT B
CONSULTANT SERVICE ORDER
Service Order No. for Consulting Services.
TO: THE BALMORAL GROUP, LLC
PROJECT NAME: Project Name
DATE: .
Pursuant to the agreement between the City of Miami Beach and Consultant for Business Case
Analysis of the City of Miami Beach Stormwater Resiliency Program (RFQ No. 2017-300-KB)
you are directed to provide the following services:
SCOPE OF SERVICES:
Per attached proposal dated , to be considered part of this Agreement.
Estimated calendar days to complete this work: Days
Original Service Order Amount: $
Total From Previous Additional Service Orders: $
Fee for this Service Order is Lump Sum/Not to Exceed amount $
of:
Total Agreement to Date: $
City's Project Date
Coordinator/Manager
Assistant Director Date Consultant. Date
Project Administrator-Director Date
RFQ-2017-300-KB Page 15
EXHIBIT C
HOURLY BILLING RATE SCHEDULE
RFQ 2017-300-KB Business Case Analysis
Personnel Title Hourly Rates
Accountant 599.00
Administration/Clerical $85.00
Administrative Assistant $103.00
Administrator 5116.00
Associate $135.00
Associate Engineer 5140.00
Associate Landscape Architect $125.00
Associate Director $126.00
Attorney $172.00
CADD Operator $109.00
CADD/Engineering Technician 5103.00
Coastal Scientist 5169.00
Construction Specialist $136.00
Consultant 585.00
Data Analyst 583.00
Deputy Project Manager $96.00
Designer 5117:00
CADD Designer 5149.00
CADD Manager/Supervisor 5159.00
Director $230.00
Economist 5147.00
Engineer $128.00
Engineer/Assistant Engineer $126.00
Engineering Technician $85.00
Field Inspector $98.00
GIS Analyst $92.00
GIS Specialist 5134.00
Hydrologist $166.00
Insurance Expert 5255.00
Intern $47.00
Junior Consultant $83.00
Managing Director,Economics 5302.00
Managing Director 5228.00
Policy Analyst 5190.00
Principal 5258.00
Principal Consultant 5202.00
Principal Designer $17400
Principal Engineer 5195.00
Principal in Charge $247.00
Principal Economist $23400
Principal Engineer/Scientist/Project Mana-
ger,PE or PG 5225.00
RFQ-2017-300-KB Page 16
Professional Support III $156.00
Project Engineer 5158.00
Project landscape Architect 5132.00
Project Manager $180.00
Project Scientist $176.00
Project Engineer/Scientist 5162.00
Research Analyst $100.00
Research Economist 5138.00
Reseracher $97.00
Scientist/Assistant Scientist 5103.00
Senior Accountant $205.00
Senior Attorney $240.00
Senior Construction Specialist 5149.00
Senior Consultant 5204.00
Senior Director,Economics $280.00
Senior Economist $182.00
Senior Engineer 5178.00
Senior Field Coordinator 5140.00
Senior Landscape Architect _ $199,00
Senior Principal Designer $186.00
Senior Principal Engineer 5203.00
Senior Principal Scientist 5204.00
Senior Project Manager $219.00
Senior Technician $184.00
Senior Associate $167.00
Senior Engineer/Scientist,PE or PG _ $216.00
Senior Engineering Technician $139.00
Senior Principal,PE or PG $189.00
Senior Hydrologist $212.00
Staff Engineer/Scientist/Project Coordinator $134.00
Technician 599.00
Transportation Director $267.00
Vice President $170.00
RFQ-2017-300-KB Page 17
EXHIBIT D
APPROVED SUBCONSULTANTS
1) MAGBE Consulting Services, Inc.
2) South Florida Regional Planning Council
3) Coastal Systems International, Inc.
4) Lisa Miller and Associates
5) Stetson University
6) Barry University
7) Climate Central
RFQ-2017-300-KB Page 18
EXHIBIT E
RESOLUTION, COMMISSION ITEM, AND COMMISSION MEMORANDUM
RESOLUTION NO. 201a_34195
A RESOLUTION Of THE MAYOR AND CITY COMMISSION OF THE CITY OF
MIAMI MACH FLORIDA, ACCEPTING THE RECOMMENDATION OF THE
Cm MANAGER PURSUANT TO REQUEST FOR QUALIFICATIONS IRFO)
NO. RFO 2017400-KB FOR A BUSINESS CASE ANALYSTS OF Titan Of
MIAMI REACH STORMWATER RESILIENCY PROGRAM;AUTHORIZING THE
ADMINISTRATHOHJ TO ENTER INTO NEGOTIATIONS WITH ICF
INCORPORATED, LLC, AS THE TOP RANKED PROPOSER, TO SERVE AS
THE CITY'S PRIMELEAD CONSULTANT; FURTHER ESTABLISHING A
POOL CP PRE-QUALIFIED CONSULTANTS FOR SPECIFIC TASKS
RELATWO TO THE CITY'S STORMWATER RESIJENCY PROGRAM
BUSINESS CASE ANALYSTS PROJECTS, ON AN AS-NEEDED BASIS AND
WITH RESPECT TO THE PREAUALMIED CONSULTANT POOL,
AUTHORIZING THE ADMINISTRATION TO ENTER INTO NEGOTIATIONS
WITH AMSC FOSTER WHEELER ENVIRONMENT AND INFRASTRUCTURE,
INC, AS THE SECOND RANKED PROPOSER; AECQW TECHNICAL
SERVICES, INC-, AS THE THIRO RANKED PROPOSER; THE BALMORAL
GROUP,AS THE FOURTH RANKED PROPOUER:HAZEN AND SAWYER AS
THE FIFTH RANKED PROPOSER; CH3/• HILL ENGINEERS, INC., AS THE
SIXTH RANKED PROPOSER; AFS] ARUP USA, INC., AS THE SEVENTH
RANKED PROPOSER; AND FURTHER AUTHORI2R1G THE MAYOR AND
CITY CLERK TO EXECUTE AGREEMENTS WITH EACH OF TM
FOREGOING PROPOSERS UPON CONCLUSION OF SUCCESSFUL
NEGOTIATIONS BY THE ADMINISTRATION.
WHEREAS. on Septsrrta• 13. 2017. Aha Ch/ Carsnasm amend the issuance of
Rel-set lar Quaffcaeora IRPOI No. 2017.3CO-KB Por 8 blase Cede Anelylil Of The Cay 01
Mimi Beach StonrwrO r ReeilenCj Program: and
WHEREAS, Rawest Ica QuatlIsebo a No. 2017.300•X3 (The -RFC') was messed on
Writer 2S 2D17: and
WHEREAS, a atkortarf pe-proposal mea6rp was rre NI On°Sober It 2017; anal
WHEREAS, m Man nroer 13. 2017, the Cty retain]a inial Ce 12 paNdids,and
WHEREAS, an December 19 and 20, 2017, an Evalua/On COMMON', cCmsnNan'I
apponbd by the Clf Manager, ala LaMar to Commission ILTCI Na. S2662017, convened It
consider to m oonsweroposek moaned.and
WHEREAS,the Ccmnmee was proud d Sr. tvereew d the praAY. Infpmefbn ratithr
to the Citye COTe d SeemCe prrdkwnca end IFS Goverment&marc Law,general infcmw-A'
Cel the tram al'eves, and a copy aten' , propoete, and
WHEREAS, the Cammisee'e ranking We as bion: ICF lecorporaled, LLC, as We ftp
ranked piposer. and with respect It ISH pool c1 pra.9uaihed consonants fir wedged lathe co
en eAnsead basis, recommended Amet Faker Metier Enlirormant 8r4 Ireaurumra, tic,
ad the eetmd racked prtt ager.AECCAI Technical Senecas, Inc.,m the tend raked petpteer.
The Balmoral Group, as the fourth ranked prap>aer, Hazen and Simple as OW 11th racked
orcptear CH2M HILL Enpraars. Inc , as the sat ranked proposer, Anrp USA, to.. ae We
seventh ranked scimitar. Rahela Financial Cdnaataral, IrY, W the eighth reread proposer,
RFQ-2017-300-KB Page 19
HIS Markt as the frith thread prcposar gringo, Inc. as the tenth ranked popaoer; Ilk
Manegernerd Sokdcns, it., ea the ekverth ranked prcpoear. and Mhvey4•gm and Asapaales
Int . es the twelfth ranked oropcaar and
WHEREAS, atter re.+ewng rine qualactere et each firm, and fuming duntiderW tea
Erduadon Committee', comments and tankrte, the Gly M$*W tui reremmarraw that the
Mayor and Iha City Commission authorize bcgtze the Ad•vnetratrsn In enter AO rel' eBdde win ICF
Incorperaled, tit, as the tqp raked prime peppier to Want/as toy leadhpnme consusant and
with raped to the pod d pre-quaYhed =mutants fer epecfied teem on an as-needed Walk
authorize new:detbnt wih Ana: Foster Wheelie Cyrdre rrgM aid Bdraalrvf:n, aha. as the
;wand ranked preppssr AECOM Tedncal Services. Inc., as the lord ranked precceer The
Balrrood Group. Se the haalh rankad popgoear Hazen art Sawyer. al the ifth ranker)
propesar, Ci-Ll HILL Engineers. Inc, as the mirth ranked prcFreer. end an.tp USA. Inc .es the
severer ranked proporw.
NOW, THEREFORE, EIE IT DULY RESOLVED SY THE MAYOR AND CITY
COMMISSION OF THE CITY OF MIAMI BEACH, FLORIDA That the Mayor and City
Commission hereby egotist Ito, rectmrnoneatIon a the City Manager, pursuant to Request ft
Quell/cabana MFC} Na. 2017-5CC-K840r Business Case Mayos Of The City Ce Wal Beam
Sasmwals.ReeiteeCy Program a,ehpdat the ACmNsaahon b ertr into negotadcre sriY, ICF
frrsaperafed, Lit, as the top raked proposer, b sera as the Gty'a Prlineitedia c&SJ?'r',
hither esrabash a pool et pr¢qualMd corssutarte rtaltng oo the City's skamuaker teeileny
program t isles case rSye, rr pth, or.an ss needed sae e. and With raped b the pre-
queered ccrwitent sept, avthonte the Admanalral c m enRv um reypaahana wih Met
Foster wheeler Enronmert and InfrasUum/a, Inc . ea the second rented prcPcsar. AECCSI
Tectni al 9erjITea. Inc . a; the third ranked proposer, The aakrhad Grout". es the fault
ranked proposer, Hazed and Eats -i, MTh 8M ranked pr amirt CH2M Fit Engnaars, Inc.,
a9 tie et.te tweed par and An:p USA, ht., as the several ranked prcpaser: and fuller
air/onkel the ktycr and City Clark to execute ep¢eemerta math sece.a eta forggaag proposers
upon Conduaa,of successful negations by the A.drnriskrahon.
PASSED AND ADOPTEDtn B 04 qtr war 2418.
•ti`` �^_.._-.qua
- i
:or
ATTEST: Et1 >Ir 4 p::APhi ller 'Et:1 EE
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a1I}Y ��r ,. • ?Ver_ ,'., ' OSy'
((ee
Rafael aAp, ryC rk .,"n,,fh' 1.+
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T1Aa:r'asr. r,e,areea, awes aa-ha:2,
ar [rx MUM* HYrrlan�d ahvlas-aa aeo GwM
Alafrafl M 251kux
APPROVED AB TO
FORM&LAN GUAM!
a FPR?W meta
RFQ-2017-300-KB Page 20
Coversheet Page I of i
Resolutions-RT J
MIAMI BEACH
COMMISSION MEMORANDUM
TO Honer able Mayer and Members of the Cary Commission
FROM Jimmy I Moraind ..p Manama
DACE. February cy 015
SUBJECT A RESOLUTION OF NIL MAYOR AND OILY CDMMISSION Of DIE CITY OF MIAMI BEACH. FLORIDA
AUCLP I ING IIIL KECOMMENDA fION OF THE CITU MANAGER. PURSUANT FO IILUULS I I-OR
OUALIFICA I IONS(RI IN NO. RIO 201/-00ORH FOR A BUSINESS CASE ANALYSIS OF THE CI TY Ol MIAMI
BEACI I STORMd/ATFR RFSII IFNCV PROGRAM AJTHORIZING THE ADMINISTRATION TO ENTER INTO
NEGOTIATIONS WITH ICE INCORPORATED I LC AS THE TOP RANKED PROPOSER. 10 SEINE AS THE CITY'S
PRIMULLAD CONSULTANT FURTHER FSTARI ISHING A PC101 OF PRF OUALIF ILD CONSULTANTS FOR
SPECIFIC TASKS RFI ATINC FO rHF CITY'S STORMWATER RESIDENCY PROGRAM BUSINESS CASE
ANALYSIS PROJECTS.ON AN AS-NEEDED BASE AND WITH RFSPE CI TO TIM PREOUALIFIEJ CONSULTANT
POOL. AUTHORIZING THF ADMINISIRA RION TO ENTER INTO NEGOTIATIONS WITH AMFC FOSTER WHEELER
ENVIRONMENT AND INF RAS IIRUC FURL INC AS IIIL SLCONU RANKED PROPOSER. AECOM TECHNICAL
SERVICES INC AS 1HE 111110 RANKED PROPOSER. THF RAI MORAL GROUP AS THE T OUR I H RANKED
PROPOSER HAZEN AND SAWYER.AS THE FIFTH RANKED PROPOSER CH2M HII I ENGINEERS.INC.AS THE
SIXTH RANKED PROPOSER AND ARID USA INC AS THF SEVENTH RANKED PROPOSER AND FURTHER
AUTHORIZING THE MAYOR AND CITY CLERK 10 DCLCUIL AGRLEMLN IS WI III EACH OF THE FOREGOING
PROPOSERS UPON CONTE IISION OF SUCCESSFUL NLGO MATIONS DY IIIL ADMINISTRA[ION
RECOMMENDATION
Adopt the Resolution
ANALYSIS
At the January 2017 SuslalrebliN and Resiliency Committee(SRC).during the Resilience Strategy Work Plan monthly update.
Arnold and bur aCommissionerslonal Commissioners pesent discussed Me need brand requested a dale-band]business
Commissional
study na f Our stomwafer resilience program I urther diso.sssons at SRC inducted analyzing three locations mat have dmerent
cbaraetmslms Stall consulted with 100 Resilient Cities due to expertise and global offerings available to the City as pan of this
neNOM1 The organization was quite intrigued with our complex request.the first of kind Although 100 Resilient ics did not
have this tin of offering within its portfolio Me organization a dosby monitoring how this analyse can support adaptation
veelmeine in masral cities globally It was concluded that a competitive process would be best to assevs the market different
scenarios and seek the bast product for the Oily of Mend Ream In addition the business case results as well as the pull of
qualified Units can be utilized by our 100 Resilient Ciu6 Greater Miami and the Beaches parNcrs the City of Miami and Miami
Dade County and South F Fonda
I he City solicited proposals tom qualified firms that can provide Me City wee business cane analystges)of the ergs stermwato
inaasnudiire program upgrades other resiliency measures. or adaptation Se megles On Woh') Through this Fn O.the Coy
intends to select one or more firms that can provide the City with resiliency rdated business case anarysites}as requred the
business Disc sludylest I egresred include economic meNersresi et lire value orinduction investments to address
toN,ng aridsealevel rise. This analysis should explain me risk cost ofinactpn(in dlar ria ns)and He extent to which the risk
cost is likely to be reduced as a result of the aly's ingestname investments(also in dollar terms) The Work may COldider the
complex relationship and impious)among City uw lvenb(that reduce risk to nwdiou and sea level'rise)to the City's papal
tax base.need insurance.real estate market and nnancal matpags cycles and City daunt ra mps lard use issues or any Omrn
factor uwt may be pediment to the Work
To meet the Oily s reeds ler business case analysiYrn of the C t'sstormwater mrashetore program upgrades.other resiliency
r adaptation snag by moans of this RFD me Cie'seeks to coneact 1a to tolwnm.
measures.
Reime Conslntannsl rhe City may make an award tO qualified OOlsulmnt(snhat can act in the capacity of the Cites prime
consultant forsties) of the City's iwator brtaa resiliency
maestri esorasialia len slaRe esaTThe Consultant must have a team of quahhod individuals ridualiswho can guide other
Miami
Beech through the decision making process to develop business case anal is(es)of the City s 9wmwater infrastructure
program upgrades other resdiercy measures or adaptation strategies While the City intends to make an award to a singe
consultantil
its right to award to multiple ceniait nts II II deemsits best iderest Additionally. Me City
osthe nghl to engage Other oensullaneither through option 2 below or through other means,to assist the City in its
develoengagers
pment of business case nalysislesl el the Citywa
s stcmter bbastiuCWro program upgradesmm
. oen aeiencv
measures ccadaptation strategies
I Pool of Pre qualified Consultants Additionally to assist wlVr smaller engagements relating to business case analsslHonol
the Qty's stormwater in astmcLre pram upgrades.other resiliency measures or ada planer;strategies(or related needs).
the City bions In u care a coniine pool of prequal vied consultants(not selected in Open 1 above) Firms that submit a
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RFQ-2017-300-KB Page 21
Coversheet Page 2 of 5
proposal pursuant to toe RI Q.and who are deemed to be lesponsrveresponsible and best qualified may be eligible to
psi bdpale in the continuing pod of pe qualified consultants The Gms mdnded in the continl.rrg pod will also be eligible to
pal apale as sub cortvttank to the prime consultant on apdiGme pinecrs at the discretion of the Crib Manage'
The Kay requested proposals from qualified fans to provide business ease analysis(es)of the Citys stdmwater Infialudure
program upgrades.omen resuiang measrtes.m adaptation strategies
RFQ PROCESS
On September 13 201/. the City Commission appiovW me issuance Cl Request for Oualmrebons(RFC))No NP 309 KB la
Uusmeso Case Ararysls 01 The City of Miami Beach Stormwater Resiliency Program On September 29. 201/. me RFQ was
issued The Procurement Depanmont issued solicitation notices to 1644 In ills uhlmrq sows Wbllcpurchaso corn 111 prospective
proposes amassed tie advertised solicitation A voluntary pre-proposal conference to provide mlormafion to the IKOposere
submitting a response was herd on October 10 2017 RFQ responses were due and received on November 13-201/ the City
received a total of 12 proposals The City ieceivea proposals torn the lollowig fans
•AFCOM Technical Services Inc
•Amec Koster Wheeler Environment and Inkasmremre Ind.
•Nup USA Inc.
• Blrzega.Inc
•CIa2M HILL Engineers,Inc
• I lazes and Sava
• ICF Ilcomor sled.LC
• 1511 Markt
Kiril ey-Horn and Associates Inc
Rattails.Financial Consultants Inc
• Risk Management 5duhens,Inc
- The Balmoral Group
On October 31 2017 the City Manager appointee the Ivaluation Committee via ITC e 529-201/ The Evaluation Committee
convened On December 19 and 20.201/to consider proposals meowed The committee was compnsed of Sana Bridges.Division
Director Risk Management Division.City of Miami Beech,Roy Cdey.Assistant Director Publm Works Administration.City of
Miami Uoae1 May Knowles Deputy Resiliency Oltcer City Manager s 011rce,City of Miami Beach Chris Rose.Chief F manual
Officer City or Miami.John Woodruff Chief Financial ORtMI Fiance Department.City of Miami Reach The Committee was
presided an overview of the prgat information ierallve to the City Cone of Silence Ordinance and the Government Sunshine
Law. The Committee was also provided with general information on the scope of services a copy el each proposal, and a
presentation by each proposing Irm the Canmlttse was uahueted Io ane and rank each proposal pursoari In the evaluation
criteria eslahl isted in me RFQ The evaluation recess resulted ill the ranking or proposers as Valuated in Aroohment A. In the
following order
ICE Incorporated LLC
Amec Foster Wheela Environment and Infiae mcbne Inc
AECOM Technical Services Inc
the Balmoral Group
Hazen and Sawyer
CH2M HILI Flgineers Inc
MIp USA Inc
_IEattdls immlclat Consultants.Inc
II IS Mai kit
1 Rlzaga Inc
1 Risk Management Solutions,Inc
1Kimley Horn and Associates Inc
A vrmnwy or each toplanked firm,based on the inlonnalmli povided n each Iiis proposal bllows
IC Incorporated LLC
IC has assembled a mulhdiscir ins team to provide lti City of Mimi Beach with an innovative approach to business case
Cl
an lyses he City's sto neater ilrastn<Wre program upgrades other residency measures and adaptation sbateglu This will
help Miami Beach make ccet-etleetrvc investments to elSure it anCnhme tC thrive and be a wdld.lass Mme for residents
businesses and visitors despite me nska from wlevel rise Them team bringslocal,regional.and nal expertise in eeommic
analysis cost benefit analysis, risk modeling. risk management and Climate adaptation asdepei
understanding of Many Reach's vublsabillly to sea level nse local characteristics and pan resiliency Barts ICF Iogulaily works
with hof h public and private sector talents to manage dandle risks and Imam decision making regarding assetservices.panning.
and investments Thew multidisciplinary team is able to delver practical solutions to Jrelsen makers using a hdistic view of
rental a and environmental considerations lo support this type of work. Ileo have cultivated a distinguished in
house Ream of s sntsts, economists engineers, specialists. arisk management experts They offer a p agmatic
approach to business case cnalysis trial corsldeovndex relationships and smmsts mal wale decision making
Their walk in this space has been recognized Dor 6 years straight by the Lnwlmnmendf Business Journal and the Climate Change
Businos2 Jougel In 2016. ICr received
ived an award in the area of'Adval<ig Best Y2cticta. Climate Change Adaptation and
Resiliency'In MeirMeirwork to supplhdrn ate risk assertimelit and management lir Ire energy sector through work for the U S
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Oppar Mont or Energy gra foul cantor utilities They will bring his experience and proven k ack-Ica rd of innovation to help Miami
Peach make dmnplex investment decisions to maease their resiliency.
knee Foster Wheeler Environment and Infrastructure Inc.
Thea firm is a multidisciplinary,global engineering term with I I ollmm Ihr ougIIul Floc's including their Miami Lakes ollec located
about 20 miles from the City of Miami Reach Their South Flmda offices have been serving the region for rale than live decades
Thiry understand the scope of wed' eider this conban ndndes consulting services iii the a teas of risiainahilin. resiliency
adaptation strategies,and risk managemenvmlbgation
Antra Foster Wheeler m a worlth de provaer of sustainability and iesleonbe services with established olfices aid dedicated
professionals nt ru:h Florida the state and the Southeast region I heir firm n ma p with Impact mhasbuchre. Inc,
recently completeda'Resilience Return on Investment' ramework for Ire global Mudd lards Register Foundation Resilience Sault
Program.which will be directly applied to this protect They have also provided resiliency and sista ntamhly servltes to the City of
Miami Reach though Mee WOI k with the Mimi Reach Rising Above Resilience'stat y WorMbop which provided Item with a
wodmg knowledge of City s resbence strategy and Rev slakeholdes In me aftermath of Hurricane Irma Amec t ester Wheeler
is assisting Monroe County by providing damage assessment sorvlces to assist with FFMA Public Assistance and Rovprovidingg operations. They a also providing resilience rebuilding and adaptation support in the VS Virgin Wards and flood
vulnerability/adaptation support for the City of Pans As an mleinational leader in climate change vuhmabbly assessment end
adaolabamr estliency planningtoy II Mrvsmnd rhe vale in being proactive and anticipating future Meds Mien Foster Wheeler
has been providing specialized climate Charge services fry more than 70 years around the worm for gover went and international
agencies Their SustarnabtN and Climate Charge RCsdeMy Practice Area a same(of the Lrwrmnment a mrasbucture division.
provides clients with dii oct access to a range of world class expens
AECOM Technical Services Inc.
AECOM understands the City desires to continue advancing implementation of its St water Resiliency Program and is seeking
consultrg services to conduct business case analyses of the Crr/s stm'nwater infrastructure program upgrades.Other-resiliency
MedanCS Di adaptation slraieges AFCOM offers cities the depth of resources and insight with the hieaulh of expert to
partner and assist them in furthering their goals They draw on Nen diverse skate aro services across the company to help make
cities better places in which to live,do business and coexist with nature They have worked with numerous cities across Its W entry
and globally in assessing climate change vulnerability_deed aping practical volutions,and putting Ngo solutions me action With
a Integration of many disciplines AECOM helps rdort
clients build uaMipg of how to approach understand.and
seamless he minims to their investments in resilient strategies They wak with governments private cerpoadons and public
sector dents on inrasructuro and resilirnce.and thus understand Ire challenges from many perspectives
For several years.AECOM has supported Miami Beach s Resiliency Program by helping the City evaluate and develop measui Cs
to mmbawe effects of sea level rise The key oblecme has been to create a mare resilient conrmrnih Ther support has helped
NO City cremeand ex compassing roadmap hr analysis and action.This wait has included review of me City s land
developmend building des and recommended actions to improve resilience:a sisnng in Me adoption m revssed ordinances.
Stegttenig the City s programs as part of the I LMA Corttmantty Rating System (OHS) to reduce IFISURIFIRT costsand
assessment or the vulmsab Mies and strengths of Me oiry's assets to sea level rise A key outwmme has been the Guidance
Document on Sea Level Rise Vulnerability. which Indudes the Adaptation Decision-Making Assessment and Planning Tool
(ADAPT) ms Na provides the Oily with consolidated information and preco%es to use for building resilience strategies nm City
operations and capital irwestm^.m decisions
The Balmoral Group
When The'Minimal Group was established in 2004thee goal was to assist I loda to dovdop shatter by combining ergrneemg
and economies to provide sound policy and guidance by working on protects such as this ore. As one or I luiaa s leading
economics firms The Balmoral Group was selected in 2011 to develop a prototype coastal resiliency costaenoal analysis to be
used throughout the stale The firm mer used this ktovledge along with their sate)eammg heeonie modelling skills to be selected
to perform similar services hr the State of New sown Wales in Australia.
The Ilalmoal Group has exceptional experience manalysis cost-benert analysis. tisk modeling risk management
advisorsservicessices and'Mance—"Chiding lending and insurance undervrtmng fr the context of estate They are familiar with
Ire City s unique situation with regard to its development patients end elevabomopogaphy/water storage challenges They are
also keenly aware of the Cita formidable efforts to manage the risks the City faces from sea level nse though selected elevation
GI intasWcmre installing of mala Wntps and retreating stomwater systems to accommodate ring sea levels and prevent
backflow Due to their strong background in the coastal space they work closely with sublet matter experts in coastal engineering
and hwdrogeology,civil engines mg.°instruction and real estate development and policy development They'know what Nev
dont know",and tap experts that are respeatel by Nes stat,and their clients to ensure their assumptions and logic are sound and
defensible.For this reason.Nen business cases withstand saubn y ata the test of time
Hazen and Sawyer
The Hazen team has osmnswe experience In the development of innovative tools to supped derision-making anTeSS the
govO'omen".pit ata and public sectors Team member RAND is a SyaLogy partite!withl OOResient Cities and proeered Robust
Decision-Making(RUM)toils and hamewaks tin systematically evaluating and mitigating coastal vulnerabilities to future threats
and hazards They have successfully applied RDM methodologies to a wide range of coastal communities including Sowhoasl
Florida.New Orleans New Yak City,and San Francisco As a part of Ihel DOReadonl Cries initiative in South Florida RAND
researchers Used ROM methods to help prepare to climate change nsks in Maml Oade and Sroward Counties The protectutiized
two uses groundwalo meads to develop an integrated modeling framework for mderstandiig and adapting water management
practices under uncertain long-latm drunk'And land use futures
htlps//mimnibeach.novusagenda.coca/agerdapublic/CloverSheetaspx?ItemID 6275&Meet. 221/2018
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C'oversheet Page 4 of
I Hazen team ties been working on similar projects in the region and is laminar with the unique cnallcges of South F or Ma
Whether cvnsidenrg the highly i aium5erve subsurface of thew ground or the extremely Ilat loprgkapby area Leaiii ices k earthy
worked on projects similar to those in Miami ucaar including aluame Iia the cast el cral Gables Hialeah arid Ful Lauderdale
These studies demonstrate Their vast understanding of the potential Climate change impacts to Southeast Florida and have
suited in their development of a database m mitigation el-torts to adapt c the evolving oilmo mient Their adaptation strategies
onter,fiale onmaintaining lie high level of nevi protection to them communities at a sustainable investment rale r 2zcn
inues to e leader in efforts both Incair in South Florida ami m Coln dile locations elsewhere in the united Stales. to
i.teestand aid anticipate the oaks to ink asacebre posed by sea level rise and climate change and to recommerxi suntan able.
cost effective inoemental adaptation strategies to help mitigate the risk They will work with the City to gnmeo business Sass
analysis to provide a more resilient FMai rote the City.
CHRM HILL Engineers.Inc.
GH2M nilly supports and embraces the zvs goal of developirg cost enechvo.resdenr and robust mbhsttucmre systems in an
environmentally �'
ally responsible manner that also andes value to the community kpmI'M ugb 'eduction asi
embodied in the Miami
Beach nRinng Above campagiI Then world class ex1euniee—loth in South Florida and around the globe—provgcs the mdustiy
leadership and local krvrMedpe that areal for the development and maintenance of loud p Codon/abmmafo
mhmsticNm That will save the City reliably and coslatfcchydy fm many years to deme through being adaptablepto future sea
leve use scenarios
Demonsb atiing the world-class expertise CH]M brings to the City,they have a long.consistent history oleading the industry in Me
vl€hili
n
pro of swrrlwater water and wastewater related servicesin Their expertisethese areas include economic analysis.Mist
i
benefit analysts nsk based asset management insurance tuc on an enrneteall aWeits Of mpaelmvlure investment
as part of mer comprehensive manning daetrgrnvn and operations
ata mmmeiwnre ranine
CHJM leads the pmessional services industry dmvenlg sustainable solutions benefiting societal environmental and economic
outcomes through ace panning.design and development of inrasmjchue utilizing innovative techniques and tools I hey provide
consulting.design. egmeeng and management servieero fel meets in wa@r environment nuclear transporaben energy and
naikets They ale ranked among the Wolds Most Ethical Companies aindntop kris m anon onmental consulting next
industrial
management CH2M in 2016 became the first pmkssimal services firm honored with the Wald Environment Center Gold
Medal Awash ter milts advancing sustainable development
Amp USA Inc,
Amp has a reputation roc delivering innovative projects with creatialy and passion The nmm
rs inventive spark and mjecLal
independence has been there from the t beginning.when Nup first came to to world's attention with the structural design of
the Sydney Opera House Drawing from the betels and oonwctons they take nnnhunse Vide in producing practical soluhons to
complex challengesconsiderableis is s/pputed through internal reseaich investment directed by their own Amp University
nd Foresight B Innovation groups They are at the heart of mann of the world's most prominent projects in the built environment
and havel open culture which encourages drsminahon of mbrmata
en arms their firm From 02 elms.elms.in 40 Counties.Amps
13.000 engmse
eeis.plana»is.deaie'ors,and consultants deliver innovative ppeds across the world with a eativity and passion
Amp has also been a global leader in resilience or many yeas. including heir long-leiEli patrmyhip with the Rmkefela
Foundation to devdop the City Resilience Frameyork and City Resilience Index that om the basis for de 100124 program.They
also developed the China to.Risk and Adaptalmn Fraorowuk and Taxonomy(CRAFT)fu C40, which forms the basis for city
reporting fa the Compact of Mayors Amps leadership in these global elbrts will help guide then work on the scope.
and ensure that this work Is mrreulent and rsuppmMm of the City of Miami Beachs role as a nabonal leader in pcWanrg for climate
change
They have deep pigect expertise in terms of both scale and geographies as well as swNis and infasmiduie types Their client
portfolio includes Government Bednes'Preumtem, Cnnr:n:unn PWdaryCorczwnmaims Bank Lenders. Credit Iiabrlg Agencies
and Financial InStitUtiMIS.apeatoms and Regulators They understand the perspective and requirements of promoters bidders and
lenders They have combined their climate and engineering expertise to develop climate resilience solutions on a number of
scales.representatives of which are detailed m Ire projects section and staff resume€.
CONCLUSION
The Cly received a robust response to the RI n.with 12 firms responding As previously noted,the intent of the RFC)was to award
a pnme consultant that could be the City's lead in the analyses.as well as award a gum of qualified consultant to be used on an as
ceded bas for na
r Duengaem scopeC
.lents relating to the 01 the work as described in the BFC] e consultants will serve as an
extensionn
Of staff ro help answer the complex cue€non€of emerging climate change adaption
After reviewing all the submissions and the results of the eveuaion process. I re wild ICF moon inc led. the top-ranked
ast the ICF is ansa,ten
I After abtvssi.la with sten t is clear Mat ICF.based on -
team hatY team.ICF rad range wail perence to lead q to ere in pe engagement including ICF i (among o er t a tor)exprri ice
orm that has a very broad rzrpa if txn.aenms rk'mingit the ease sv art erai doxte (eloc nowt factors) experience
with thbe 1 W Resilient Oiler C Umeisity a top risk local
him as its partneria anl€ytiallocaleluniqu, South
team
membersfromludbothandthe ICF Team specifically brings
• ICF Interdisciplinary team oxperienmd n business case analysis include Comate Change risk and cost and benefit analysis
• AIR Wplawbe NManmd usk modeling recently selected by FEMA to inlorm Iederal load tisk analyses
• Kinley-Horn m m:mal inthastuchve design and urban planning
• FAU Center for Environmental Studies euonomm a€€essmenm of ecosystem values
https/imiamibeaehnovusagenda.cotmagendapublicCoverSheeEaspx?[tev1ID-627±&Meet. 2/21/2018
RFQ-2017-300-KB Page 24
Coversheet Page 5 of5
• B Naga.Inc local expertise in W MtiEnualirg sea level rise risks and adaptation strategies
Addiiorally regarding the establishment of a Inul of pe qualified consultants while k sin the Cllys best Interest to maintain a
relaMdy large porn of potential consultant to assure that the CINs need for services b the Wive is net it a ur4hSy that the City
wil need 12 Ems.I have reviewed the proposals submitted and the results Of the Evaluation Committee process IM lie remain g
Gins.In doing so.I note that the City is fortunate to have had so many qualified limb respond to the RFO. In Oelaminirq the
number of rims to recommend b me pad of consultant I en
recon d Amer Fmfa s arid etr
WtedEnvronnent aInfrauckre.Inc..
me
as e second ranked proposer.AECOM Technical Senn s,Inc teas the thrd ranked proposer:The Balmoral Grasp.as me fourth
ranked proposer Hazen and Sawyer.as the fid ranked proposer,CH2M HILL Engineers.Inc. as the eM ranked proposer and
Arup USA,Inc.as the seventh ranked proposer.Including these SIX Wins will capture each svaluaNn camnitlee members top
two rankings While the renalnirg Ens ranked din though 12th are well qualified in mer own right none was ranked higher than
fourth pace by any evaluation committee member Additionally.some of these Ens are already included as pail of the teams
submitted by the recommended prime consultant and others already have contracts with the City through which the City cwltl
request services should the need arse.
Therefore.I recommend that the Mayor and City Commimioc approve the Resolution auconing the Administration to enter into
negotiations with ICF lurporated, LLC. as the top ranked proposer. to serve as the City's PnmdL®e Consultant End
establish a pod of pre-qualified caditahs relating to the City's animater resiliency program buslmss case analysis propels on
an nee.eded basand with respect to the pre-qualified consultant pod,authmm
la the A6ntm abon oda gu
into nebatlona
with Arnec Foster Wh ier Environment ars Infrastructure,Inc,as the second ranked proposer.AECOM Teo/Inca,Ssvies,InC.
as tte Mrd ranked proposer:The Balmoral Group.as the fourth ranked aces.Hazen and naw as the Rtn2Eted proposer.
CH2M HILL Engineers. Inc as the sixth ranked proposer. and Map USA, Ire, as the seventh ranked proposer and Lnn9
authorize the Maya and City clerk to meads agreements with each or the fasonng proposes upon conclusion of encomia!
negoremns by the ndmmtstatun
Further. I recommend that three locations be selected for analysesWith the following different characteristics- one that is
substantially competed.a second matte primarily residents!.and a Third with business activity The location debts.mope.and
timeline would be further Mannered through negotiators with the selected Pnmenead Consultant and The cmYlt n pts as
applicable
krin INTFNOEO nUTCOMFA 81IPPORTFrl
Ensue inviable Siormwela Management And Resiliency Against Flming By Implementing Select Shot And longum Solutions
Inti ng Addressing Sea-Level Pose
FINANCIAL INFORMAPON
The cost of the related services.determined upon successful negotiation.are subject to EMs avalablity approved though the
City's budgetng process Grant Ending will not be utilized for this project.
I*Moietve Tracking
Office of the City Manager,Prowrenient
ATTACHMENTS'
Description
0 Attachment A Evaluation Committee Swoop and Rankmq
n Resoluten-
Mips://miamibeachnovusaeenda.com'agendapubliciCoverSheetaspx?ItemIU5275&Meet 2'21/2018
RFQ-2017-300-KB Page 25
EXHIBIT F
REQUEST FOR QUALIFICATIONS (RFQ)
RFQ-2017-300-KB Page 26
MIAMIBEACH
City of Miami Beach, 1755 Meridian Avenue,3'^Floor,Miami Beach, Florida 33139,www.miamibeachfl.gov
PROCUREMENT DEPARTMENT
Tel: 305-673-7490 Fax: 786-394-4002
ADDENDUM NO. 1
REQUEST FOR QUALIFICATIONS (RFQ) No. 2017-300-KB
FOR BUSINESS CASE ANALYSIS OF THE CITY OF MIAMI BEACH STORMWATER RESILIENCY
PROGRAM
November 8, 2017
This Addendum to the above-referenced RFQ is being issued to provide clarifications and revisions issued by
the City. The RFQ is amended in the following particulars only (deletions are shown by strikethrough and
additions are underlined).
I. RFQ DUE DATE AND TIME. The deadline for the receipt of bids is extended until 3:00 p.m., on
Friday, November 17, 2017, at the following location:
City of Miami Beach
Procurement Department
1755 Meridian Avenue, 3rd Floor
Miami Beach, Florida 33139
Late proposals will not be accepted. Proposers are cautioned to plan sufficient time to allow for traffic
or other delays for which the Proposer is solely responsible.
II. ATTACHMENTS:
Exhibit A: Pre-Proposal Meeting Sign-in Sheet
Exhibit B: Vendor Access Report
III. ANSWERS TO QUESTIONS BY PROSPECTIVE BIDDERS AT THE PRE-BID MEETING AND VIA
EMAIL.
Q1: What's the budget for the work?
Al: The budget has not been determined.
Q2: What are the deadlines—for questions, proposals, contract, commencement, completion?
A2: Deadline for questions was November 3, 2017 at 5:00pm, and the proposals due
date is stated above. The contract term will be for a period of five 95) years with the
option to renew at the City's sole discretion for two (2) additional two(2) year periods.
Q3: Please send me a list of your registered vendors.
A3: Please refer to Exhibit B.
Q4: During the pre-submittal meeting a question was asked with regard to AECOM's ability to
respond to this RFQ since they are the program manager for the City's stormwater
implementation. Is AECOM able to respond to this RFQ?
I ADDENDUM NO.1
REQUEST FOR QUALIFICATIONS(RFQ)Na.2017-300-KB
FOR BUSINESS CASE ANALYSIS OF THE CITY OF MIAMI BEACH STORMWATER RESILIENCY PROGRAM
A4: No firm will be allowed to conduct a business case analysis on its own work.
05'. We are requesting the sign in sheet from the pre-proposal meeting, including phone
attendees.
A5: Please refer to Exhibit A.
06. Regarding the minimum eligibility requirements, Appendix Cl. "The prime proposer shall
demonstrate experience in providing consulting services in the areas of sustainability,
resiliency, adaptation strategies, or risk management/mitigation to at least one (1) public
sector agency." As indicated by 'or, are the minimum eligibility requirements for any one of
the services listed or for ALL of the services listed?
A6: The sentence states 'or' for the miminum requirements. However, it is
recommended that proposers provide all relevant experience to deliver a complete
business case analysis as indicated in Section 0300 Submittal Requirements, Tab 2
Experience and Qualifications.
Q7: What is the City's schedule for this work?
A7: The scope will be developed based on the qualificiations and experience of the
proposers, and the City's stormwater program and needs. The City would like a first
business case analysis work product in the Spring of 2018.
05. Does the veteran-owned preference apply to subconsultants listed on the proposal?
AS: The veteran-owned preference applies to the firm submitting a proposal in
response to the RFQ.
09: Item 11 on page 21 of the RFP states that "Resolution 2016-29375... 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." In order to satisfy the requirements of
Resolution 2016-29375 is it sufficient that our primary project team members are staffed in
states other than North Carolina and Mississippi? Or is the interpretation of Resolution 2016-
29375 that none of the project team members for the project be located in North Carolina or
Mississippi? Our project team for this project will be directed, managed and staffed primarily
from our Florida and Missouri offices, while our firm is headquartered and incorporated in the
State of North Carolina. So we are looking for clarification on how to staff the remaining
project team.
A9: The referenced resolution prohibits the purchase of goods or services sourced in
North Carolina and Mississippi. Therefore,the resolution prohibits the actual provision
of services to be generated from locations within these states. The provision of
services from locations within other states is not impacted by the resolution.
Q10: Are we permitted to change the Notary public signature block on Appendix A from Florida to a
different state? Although we have a local presence, our contracts department is based
elsewhere.
A10: Yes.
Q11: What modeling efforts and scenarios has the City undertaken as it relates to the Stormwater
Management System currently under construction? Specifically, what modeling software was
used and what SLR projections and storm events were simulated?
All: The City has been using a rainfall of 7.5 inches in 24 hours for past modeling, but
2 ADDENDUM NO.1
REQUEST FOR QUALIFICATIONS(RFQ)No.2011-300-KB
FOR BUSINESS CASE ANALYSIS OF THE CITY OF MIAMI BEACH STORMWATER RESILIENCY PROGRAM
last month the City Commission approved an increase to 8.75 inches in 24 hours and
the distribution used is based on the Soil Conservation Service Type III. The sea level
use for the backwater/boundary in the Bay was set and approved by Commission about
3 years ago as a sea level of 2.7 feet NAVD elevation. If high tide levels continue to
trend up as quickly as seen in the past three years, this elevation may have to be
reevaluated. The model that is being used is the ICPR model that South Florida Water
Management District has used for this area. The model has to be adjusted for the use
in this area with reduced peaking factors and minimum ground storage found in Miami
Beach.
Q12: If a firm is listed as a subconsultant for a firm not selected for award by the City, is that firm
eligible to be considered for the pool of pre-qualified consultants, or does the subconsultant
also need to submit a separate proposal as the prime consultant?
Al2: Any firm wishing to be considered for this project should submit a proposal.
Q13: It was mentioned during the pre-bid meeting that firms may submit a package to be qualified
for the pool of sub-consultants. What is the submittal criteria for sub-consultants if they do not
have direct experience in the scope listed?
A13: Any fiml wishing to be considered shall submit its proposal in accordance with
the Submittal requirements in Section 0300 of the RFQ.
014: For firms that are exempt from Workers' Compensation requirements under state law, will the
certificate of exemption from each officer satisfy the insurance requirements for the City of
Miami Beach?
A14: Insurance requirements will be addressed during negotiations with the successful
proposer.
Any questions regarding this Addendum should be submitted in writing to the Procurement Department to
the attention of the individual named below, with a copy to the City Clerk's Office at
RafaelGranado(@m is m ibeachfl.qov.
Procurement Contact: Telephone: Email:
Kristy Bada 305-673-7000, ext.6218 KristyBada@miamibeachfl.gov
Proposers are reminded to acknowledge receipt of this addendum as part of your RFQ submission. Potential
proposers that have elected not to submit a response to the RFQ are requested to complete and return the
"Notice to Prospective Bidders"questionnaire with the reason(s)for not submitting a proposal.
Sincerely,
latICIA
lex Denis
Procurement Director
3 ADDENDUM NO.1
REQUEST FOR QUALIFICATIONS(RFQ)No.2017-300-KB
FOR BUSINESS CASE ANALYSIS OF THE CRY OF MIAMI BEACH STORMWATER RESILIENCY PROGRAM
Exhibit A:
Pre-Proposal Meeting Sign-in Sheet
4 ADDENDUM NO.1
REQUEST FOR QUALIFICATIONS(RFQ)No.2017-300-KB
FOR BUSINESS CASE ANALYSIS OF THE CITY OF MIAMI BEACH STORMWATER RESILIENCY PROGRAM
MIAMIBEACH
CITY OF MIAMI BEACH
PRE-PROPOSAL MEETING
SIGN-IN SHEET
DATE: Tuesday, October 10, 2017
TITLE: REQUEST FOR QUALIFICATIONS (RFQ) 2017-300-KB FOR BUSINESS
CASE ANALYSIS OF THE CITY OF MIAMI BEACH STORMWATER
RESILIENCY PROGRAM
NAME COMPANY NAIVIE PHONE# FAX#
(PLEASE PRINT) E-MAIL ADDRESS
Kristy Bade Procurement- CMB 305-673-7000
kristvbada(cmiamibeachfl.aov ext. 6218
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1
MIAMIBEACH
CITY OF MIAMI BEACH
PRE-PROPOSAL MEETING
SIGN-IN SHEET
DATE: Tuesday, October 10, 2017
TITLE: REQUEST FOR QUALIFICATIONS (RFQ) 2017-300-KB FOR BUSINESS
CASE ANALYSIS OF THE CITY OF MIAMI BEACH STORMWATER
RESILIENCY PROGRAM
NAME COMPANY NAME
(PLEASE PRINL) - PHONEff AX#
E-MAIL.ADDRESS
2
MIAMIBEACH
CITY OF MIAMI BEACH
PRE-PROPOSAL MEETING
SIGN-IN SHEET
DATE: Tuesday, October 10, 2017
TITLE: REQUEST FOR QUALIFICATIONS (RFQ) 2017-300-KB FOR BUSINESS
CASE ANALYSIS OF THE CITY OF MIAMI BEACH STORMWATER
RESILIENCY PROGRAM
NAME - COMPANY NAME
(PLEASE PRINT) E-MAIL ADDRESS -PHONEtk - FAX.
3
MIAMI BEACH
CITY OF MIAMI BEACH
PRE-PROPOSAL MEETING
SIGN-IN SHEET
DATE: Tuesday, October 10, 2017
TITLE: REQUEST FOR QUALIFICATIONS (RFQ) 2017-300-KB FOR BUSINESS
CASE ANALYSIS OF THE CITY OF MIAMI BEACH STORMWATER
RESILIENCY PROGRAryA
— CohFevevnae eaIIttes -
NAME COMPANY NAME
(PLEASE PRINT) PHONE# FAX#
E-MAIL ADDRESS
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Exhibit B:
Vendor Access Report
5 ADDENDUM NO.1
REQUEST FOR QUALIFICATIONS(RFQ)No.2017-300-KB
FOR BUSINESS CASE ANALYSIS OF THE CITY OF MIAMI BEACH STORMWATER RESILIENCY PROGRAM
Access Report
Agency City of Miami Beach
Bid Number 2017-300-KB
Bid Title BUSINESS CASE ANALYSIS OF THE CITY OF MIA
Vendor Name Accessed First Time Most Recent Access
Aptim Environmental& Infrastrt 2017-10-19 01:42 PM EDT 2017-10-19 01:44 PM EDT
Jxe, Inc. 2017-10-18 09:04 PM EDT 2017-10-18 09:25 PM EDT
Atkins North America 2017-10-11 05:31 PM EDT 2017-10-11 05:31 PM EDT
HR&A Advisors 2017-10-10 09:39 AM EDT 2017-10-10 09:40 AM EDT
Charter Communications 2017-10-03 06:55 AM EDT 2017-10-03 06:55 AM EDT
MLM-Martin Architects, Inc. 2017-09-29 05:04 PM EDT 2017-09-29 05:04 PM EDT
Bender&Associates Architects 2017-09-29 05:25 PM EDT 2017-09-29 05:25 PM EDT
ICF International 2017-10-05 05:41 PM EDT 2017-11-08 04:05 PM EST
PRIME AE Group, Inc. 2017-10-27 05:38 PM EDT 2017-10-27 05:38 PM EDT
Wade Trim 2017-10-02 02:00 PM EDT 2017-10-02 02:01 PM EDT
Waypoint contracting, Inc. 2017-10-03 10:55 AM EDT 2017-10-03 11:03 AM EDT
ARCHITECTURAL ENGINEER 2017-10-09 02:58 PM EDT 2017-10-09 02:58 PM EDT
Ricardo Vieira 2017-10-03 02:41 PM EDT 2017-10-03 02:58 PM EDT
Perkins +Will 2017-09-29 05:09 PM EDT 2017-09-29 05:09 PM EDT
Onvia 2017-09-29 07:13 PM EDT 2017-09-29 07:13 PM EDT
Gustafson Guthrie Nichol 2017-09-29 05:05 PM EDT 2017-09-29 05:05 PM EDT
GRAYBAR ELECTRIC 2017-10-23 12:12 PM EDT 2017-10-23 12:12 PM EDT
A&P Consulting Transportation 2017-10-19 03:23 PM EDT 2017-10-19 03:23 PM EDT
EMA, Inc. 2017-10-04 03:02 PM EDT 2017-10-04 03:02 PM EDT
Llorente and Heckler 2017-11-07 11:37 AM EST 2017-11-08 12:44 PM EST
MWH Americas, Inc. 2017-09-29 05:02 PM EDT 2017-09-29 05:02 PM EDT
Singhofen &Associates, Inc. 2017-09-30 04:38 PM EDT 2017-10-24 11:21 AM EDT
INTERA Incorporated 2017-09-29 05:38 PM EDT 2017-10-02 10:35 AM EDT
Kimley-Horn and Associates, In 2017-10-02 07:28 AM EDT 2017-10-17 11:02 AM EDT
WEST Consultants, Inc 2017-10-02 03:24 PM EDT 2017-10-02 03:32 PM EDT
Water&Air Research, Inc. 2017-10-02 09:35 AM EDT 2017-10-02 09:35 AM EDT
Brizaga, Inc. 2017-09-29 05:04 PM EDT 2017-11-07 01:42 PM EST
Perkens WS Corporation 2017-10-03 12:50 AM EDT 2017-10-26 03:19 AM EDT
Art Of Form Architectural Servic 2017-10-11 11:26 AM EDT 2017-10-11 11:26 AM EDT
Aptim, Inc. 2017-09-29 05:24 PM EDT 2017-09-29 05:24 PM EDT
Kiewit Infrastructure South Co 2017-10-04 03:31 PM EDT 2017-10-04 03:33 PM EDT
Hazen and Sawyer 2017-10-17 10:11 AM EDT 2017-10-31 09:36 AM EDT
Powell Electrical Systems Inc. 2017-10-02 09:08 AM EDT 2017-10-02 09:08 AM EDT
Envisors, a Division of Pennoni 2017-10-03 11:30 AM EDT 2017-10-03 11:30 AM EDT
Webtech 2017-10-03 12:08 AM EDT 2017-10-03 12:11 AM EDT
Sam Anderson Pvt Ltd 2017-10-05 02:30 AM EDT 2017-10-25 11:21 AM EDT
Durba Construction 2017-10-02 08:45 AM EDT 2017-10-02 08:45 AM EDT
Media Analytics 2017-10-31 08:23 AM EDT 2017-10-31 08:23 AM EDT
KPMG LLP 2017-10-30 12:44 PM EDT 2017-10-30 12:45 PM EDT
Moffatt and Nichol 2017-10-02 10:48 AM EDT 2017-10-02 10:48 AM EDT
Taylor Engineering, Inc. 2017-10-02 08:32 AM EDT 2017-10-02 08:32 AM EDT
FLORIDA RESEARCH 2017-10-02 02:02 PM EDT 2017-10-02 02:02 PM EDT
Stantec Consulting Services, In 2017-10-02 10:18 AM EDT 2017-10-02 10:18 AM EDT
PlaceMakers, LLC 2017-10-02 01:14 PM EDT 2017-10-02 01:15 PM EDT
Arup North America Ltd 2017-11-08 11:06 AM EST 2017-11-08 11:25 AM EST
300 Engineering Group, P.A. 2017-10-12 09:08 AM EDT 2017-10-12 09:08 AM EDT
American Textile&Supply, Inc 2017-09-29 04:57 PM EDT 2017-09-29 04:57 PM EDT
DPZ Partners LLC 2017-10-06 10:49 AM EDT 2017-10-06 10:50 AM EDT
APTIM 2017-10-04 03:54 PM EDT 2017-10-04 03:54 PM EDT
North America Procurement Cc 2017-10-02 03:03 PM EDT 2017-11-06 11.33 PM EST
Alvarez Engineers, Inc 2017-11-07 04:31 PM EST 2017-11-07 04:45 PM EST
MATEU Architecture Inc 2017-10-02 08:45 AM EDT 2017-10-02 08:45 AM EDT
IHS Markit, Inc. 2017-10-03 02:51 PM EDT 2017-10-04 12:58 PM EDT
Johnson Engineering, Inc. 2017-10-02 10:29 AM EDT 2017-10-02 10:29 AM EDT
Lanzo Companies 2017-10-04 01:50 PM EDT 2017-10-04 01:50 PM EDT
SEOUIL Systems, Inc 2017-10-04 05:01 PM EDT 2017-10-04 05:05 PM EDT
Worldwide Technologies 2017-10-03 02:24 AM EDT 2017-10-06 04:29 AM EDT
Mathematica Policy Research 2017-10-04 11:16 AM EDT 2017-10-04 12:02 PM EDT
Grand Cayon Minority Contract(2017-10-04 12:47 AM EDT 2017-10-04 12:49 AM EDT
The Blue Book Building & Cons 2017-10-10 12:24 PM EDT 2017-11-06 09:45 PM EST
Alden Research Laboratory, Inc 2017-10-02 08:38 AM EDT 2017-10-02 08:46 AM EDT
Coastal Systems International, 2017-09-29 05:02 PM EDT 2017-10-24 12:26 PM EDT
SRS Engineering, Inc. 2017-10-03 10:45 AM EDT 2017-10-05 09:54 AM EDT
Symbiont 2017-10-02 12:40 PM EDT 2017-10-02 01:43 PM EDT
OGM SUPPLY LLC 2017-10-26 10:58 AM EDT 2017-10-26 10:58 AM EDT
Fishkind &Associates, Inc. 2017-10-04 07:08 PM EDT 2017-10-04 07:08 PM EDT
CEEPCO Contracting 2017-09-30 09:58 AM EDT 2017-09-30 09:58 AM EDT
Snubbs Consulting Inc 2017-10-06 09:24 AM EDT 2017-10-06 09:32 AM EDT
Cambridge Systematics, Inc. 2017-10-02 09.28 AM EDT 2017-10-02 09:28 AM EDT
CH2M HILL Engineers, Inc. 2017-11-08 10.41 AM EST 2017-11-08 10:42 AM EST
SO 2017-09-30 11:57 AM EDT 2017-11-08 03:34 AM EST
Miller Legg 2017-09-29 05.23 PM EDT 2017-11-07 11:10 AM EST
Dodge Data&Analytics 2017-09-29 06:46 PM EDT 2017-10-05 04:28 AM EDT
IMS 2017-10-02 12:31 PM EDT 2017-10-02 04:28 PM EDT
Arquitectonica 2017-09-29 05:04 PM EDT 2017-09-29 05:04 PM EDT
Bilzin Sumberg 2017-10-04 11.15 AM EDT 2017-10-04 11:56 AM EDT
Risk Management Solutions, In 2017-11-08 08:36 AM EST 2017-11-08 02:04 PM EST
Moffatt& Nichol, Inc. 2017-11-07 12:20 PM EST 2017-11-08 10:21 AM EST
Emmett Sapp Builders Inc 2017-10-02 09:37 AM EDT 2017-10-03 02:34 PM EDT
Tetra Tech, Inc. 2017-10-04 10:10 AM EDT 2017-10-04 10:11 AM EDT
Ross construction 2017-11-03 11:15 AM EDT 2017-11-03 11:15 AM EDT
Chen Moore and Associates 2017-09-29 06:26 PM EDT 2017-09-29 06:27 PM EDT
RDH Building Science Inc. 2017-09-29 05:05 PM EDT 2017-09-29 05:05 PM EDT
Brierley Associates Corporatior 2017-10-18 09:28 AM EDT 2017-10-18 09:28 AM EDT
AECOM Technical Services, In,2017-10-02 10:10 AM EDT 2017-10-11 01:12 PM EDT
McKim &Creed, Inc. 2017-10-31 11:15 AM EDT 2017-10-31 11:15 AM EDT
Environmental Incentives 2017-10-19 01:45 PM EDT 2017-10-20 03:46 PM EDT
Biscayne Engineering Compam 2017-09-29 05:01 PM EDT 2017-09-29 05:01 PM EDT
GPI Southeast, Inc 2017-10-03 09:26 AM EDT 2017-10-03 09:26 AM EDT
DHI Water& Environment, Inc. 2017-10-06 01:56 PM EDT 2017-10-06 01:56 PM EDT
The Balmoral Group 2017-10-02 07:54 AM EDT 2017-10-17 04:22 PM EDT
Amec Foster Wheeler 2017-10-02 09:57 AM EDT 2017-11-08 08:19 AM EST
AECOM 2017-09-29 07:47 PM EDT 2017-09-29 07:47 PM EDT
Joshua Zinder Architecture+ D 2017-09-29 05:04 PM EDT 2017-09-29 05:08 PM EDT
Construction Software Technolc 2017-10-02 12:09 AM EDT 2017-11-07 12.45 AM EST
Raftelis Financial Consultants, 12017-10-03 01:09 PM EDT 2017-11-08 09:41 AM EST
AECOM Technical Services, Ing 2017-10-18 10:51 AM EDT 2017-11-08 07:42 AM EST
M2E LLC 2017-10-02 08:19 AM EDT 2017-10-02 08:19 AM EDT
Cummins Cederberg, Inc. 2017-09-30 11.31 AM EDT 2017-09-30 11:32 AM EDT
REQUEST FOR QUALIFICATIONS ( RFQ)
FOR BUSINESS CASE ANALYSIS OF THE CITY OF MIAMI BEACH STORMWATER RESILIENCY
PROGRAM
2017-300-KB
RFQ ISSUANCE DATE: SEPTEMBER 29, 2017
STATEMENTS OF QUALIFICATIONS DUE: NOVEMBER 13, 2017 @ 3:00 PM
ISSUED BY:
1 � % , a —. _Jf
KRISTY RADA, CONTRACTING OFFICER III
PROCUREMENT DEPARTMENT
1755 Meridian Avenue, 3,d Floor, Miami Beach, FL 33139
305.673.7000 x 6218 I kristybada@miamibeachfl.gov I www.miamibeachfl.gov
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TABLE OF CONTENTS
SOLICITATION SECTIONS: PAGE
0100 NOT UTILIZED N/A
0200 INSTRUCTIONS TO RESPONDENTS & GENERAL CONDITIONS 3
0300 SUBMITTAL INSTRUCTIONS & FORMAT 13
0400 EVALUATION PROCESS 15
APPENDICES: PAGE
APPENDIX A RESPONSE CERTIFICATON, QUESTIONNAIRE AND AFFIDAVITS 17
APPENDIX B "NO BID" FORM 24
APPENDIX C MINIMUM REQUIREMENTS & SPECIFICATIONS 26
APPENDIX D SPECIAL CONDITIONS 29
APPENDIX F INSURANCE REQUIREMENTS 32
RFQ 2017-300-KB 2
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SECTION 0200 INSTRUCTIONS TO RESPONDENTS&GENERAL CONDITIONS
1. GENERAL. This Request for Qualifications (RFQ) is issued by the City of Miami Beach, Florida (the"City"), as the
means for prospective Proposer to submit their qualifications, proposed scopes of work and cost Statement of
Qualifications (the "proposal") to the City for the City's consideration as an option in achieving the required scope of
services and requirements as noted herein. All documents released in connection with this solicitation, including all
appendixes and addenda, whether included herein or released under separate cover, comprise the solicitation, and
are complementary to one another and together establish the complete terms, conditions and obligations of the
Proposer and, subsequently,the successful proposer(s) (the"contractor[s]") if this RFQ results in an award.
The City utilizes PublicPurchase (www.publicpurchase.com) for automatic notification of competitive solicitation
opportunities and document fulfillment, including the issuance of any addendum to this RFQ. Any prospective
proposer who has received this RFQ by any means other than through 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 is soliciting proposals from qualified firms that can provide the City with business case analysis(es) of the
City's stormwater infrastructure program upgrades, other resiliency measures, or adaptation strategies (the "Work").
Through this RFQ, the City intends to select one or more firms that can provide the City with resiliency related
business case analysis(es) as required. The business case study(ies) requested include economic analysis(es) of
the value of our risk reduction investments to address flooding and sea level rise. This analysis should explain the
risk cost of inaction (in dollar terms) and the extent to which the risk cost is likely to be reduced as a result of the
city's infrastructure investments (also in dollar terms). The Work may consider the complex relationship and
impact(s) among City investments (that reduce risk to flooding and sea level rise) to the City's property tax base,
flood insurance, real estate market and financial mortgage cycles, and City credit ratings, land use issues, or any
other factor that may be pertinent to the Work.
Additionally, the terms "FIRM", "PROPOSER", "CONSULTANT", °PRIME PROPOSER" or "TEAM" are used
interchangeably and shall refer to the firm that will contract with the City for the development and implementation of
the project. Additional detail and project description is provided in the attached Minimum Requirements and
Specifications Section (Appendix C).
The City may, after considering proposals received, award contracts for services to a prime consultant(s), as well as
create a continuing pool of prequalified consultants,as follows:
1. Prime Consultant(s). The City may make an award to qualified consultant(s)that can act in the capacity of the
City's prime consultant for business case analysis(es) of the City's stormwater infrastructure program
upgrades,other resiliency measures,or adaptation strategies.The Consultant must have a team of qualified
individuals who can guide the City of Miami Beach through the decision-making process to develop business
case analysis(es) of the City's stormwater infrastructure program upgrades, other resiliency measures, or
adaptation strategies.While the City intends to make an award to a single consultant, it reserves its right to
award to multiple consultants if it deems it is in its best interest Additionally, the City reserves the right to
engage other consultants, either through option 2 below or through other means, to assist the City in its
development of business case analysis(es)of the City's stormwater infrastructure program upgrades, other
resiliency measures,or adaptation strategies.
RFQ 2017-3O0-KB 3
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2. Pool of Pre-qualified Consultants. Additionally, to assist with smaller engagements relating to business case
analysis(es) of the City's stormwater infrastructure program upgrades, other resiliency measures, or
adaptation strategies (or related needs), the City intends to create a continuing pool of prequalified
consultants (not selected in Option 1 above). Firms that submit a proposal pursuant to the RFQ, and who
are deemed to be responsive, responsible and best qualified may be eligible to participate in the continuing
pool of pre-qualified consultants. The firms included in the continuing pool will also be eligible to participate
as sub-consultants to the prime consultant on applicable projects at the discretion of the City Manager.
The process for considering qualifications proposals shall be as follows:
1. City will consider proposals received on or before the due date.
2. All responsive proposals will be submitted to the Evaluation Committee appointed by the City Manager for
evaluation in accordance with the criteria established herein. Proposals deemed non-responsive will not be
considered by the Evaluation Committee.
3. The City Manager will consider the results of the Evaluation Committee process and may recommend, in
accordance with Section 19 below, one (1) or more Proposers to be short-listed by the City Commission to
enter into contract negotiations.
4. The City intends to contract with a single prime proposer, but reserves its rights to contract with additional
prime proposers, in accordance with Subsection 2.1 above.
5. Other responsive, responsible and best qualified Proposers may be eligible for the continuing pool of
prequalified consultants in accordance with Subsection 2.2 above.
GIVEN THAT THE CITY INTENDS TO AWARD A PRIME CONSULTANT AND ALLOW OTHER RESPONSIVE,
RESPONSIBLE AND QUALIFIED PROPOSERS TO BE INCLUDED IN A CONTINUING POOL OF
PREQUALIFIED CONSULTANTS,ALL QUALIFIED FIRMS ARE STRONGLY ENCOURAGED TO RESPOND TO
THIS RFQ
3.SOLICITATION TIMETABLE.The tentative schedule for this solicitation is as follows:
Solicitation Issued September 29,2017
Pre-Submittal Meeting October 10,2017 at 9:30am
Deadline for Receipt of Questions November 3, 2017 at 5:00pm
Responses Due November 13,2017 at 3:00pm
Evaluation Committee Review TBD
Proposer Presentations TBD
Tentative Commission Approval TBD
Contract Negotiations Following Commission Approval
4. PROCUREMENT CONTACT.Any questions or clarifications concerning this solicitation shall be submitted to the
Procurement Contact noted below:
PrewrementGmtact Telephare: Email:
Kris. Bada 305-673-7490 kris bada simiamibeachfl.eov
•dcitionally. the City Clerk is t. Y P . dPr n II communications via ra-m it at R. faelGr@nadon4miamibeachflov.
or v a facsimile. 786-394-4188.
RFQ 2017-300-KB 4
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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
Conference Room
1755 Meridian Avenue, 3r^Floor
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: 5804578
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 rafaelgranadoamiamibeachfl.gov.
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.m is mi beachfi.gov/procurement/scroll.aspx?id=79113 .
• CONE OF SILENCE CITY CODE SECTION 2-486
• PROTEST PROCEDURES CITY CODE SECTION 2-371
RHO 201/-300-KB 5
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DEBARMENT PROCEEDINGS CITY CODE SECTIONS 2-397 THROUGH 2-085.3
LOBBYIST REGISTRATION AND DISCLOSURE OF FEES.. CITY CODE SECTIONS 2-481 THROUGH 2-406
CAMPAIGN CONTRIBUTIONS BY VENDORS CITY CODE SECTION 2-087
CAMPAIGN CONTRIBUTIONS BY LOBBYISTS ON PROCUREMENT ISSUES.. CITY CODE SECTION 2-488
REQUIREMENT FOR CITY CONTRACTORS TO PROVIDE EQUAL BENEFITS FOR CITY CODE SECTION 2-373
DOMESTIC PARTNERS
LIVING WAGE REQUIREMENT... CITY CODE SECTIONS 2-007 THROUGH 2-410
PREFERENCE FOR FLORIDA SMALL BUSINESSES OWNED AND CONTROLLED BY CITY CODE SECTION 2-374
VETERANS AND TO STATE-CERTIFIED SERVICE-DISABLED VETERAN BUSINESS
ENTERPRISES
• FALSE CLAIMS ORDINANCE CITY CODE SECTION 70-300
• ACCEPTANCE OF GIFTS,FAVORS& CITY CODE SECTION 2-449
SERVICES
9. PUBLIC ENTITY CRIME. A person or affiliate who has been placed on the convicted vendor list following a
conviction for public entity crimes may not submit a bid on a contract to provide any goods or services to a public
entity, may not submit a bid on a contract with a public entity for the construction or repair of a public building or
public work, may not submit bids on leases of real property to public entity, may not be awarded or perform work as
a contractor, supplier, sub-contractor, or consultant under a contract with a public entity, and may not transact
business with any public entity in excess of the threshold amount provided in Sec. 287.017, for CATEGORY TWO
for a period of 36 months from the date of being placed on the convicted vendor list.
10. COMPLAINCE WITH THE CITY'S LOBBYIST LAWS.This RFQ is subject to,and all Proposers are expected to
be or become familiar with, all City lobbyist laws. Proposers shall be solely responsible for ensuring that all City
lobbyist laws are complied with, and shall be subject to any and all sanctions, as prescribed therein, including,
without limitation,disqualification of their responses, in the event of such non-compliance.
11. DEBARMENT ORDINANCE: This RFQ is subject to, and all proposers are expected to be or become familiar
with,the City's Debarment Ordinance as codified in Sections 2-397 through 2-406 of the City Code.
12. WITH THE CITY'S CAMPAIGN FINANCE REFORM LAWS. This RFQ is subject to, and all Proposers are
expected to be or become familiar with, the City's Campaign Finance Reform laws, as codified in Sections 2-487
through 2-490 of the City Code. Proposers shall be solely responsible for ensuring that all applicable provisions of
the City's Campaign Finance Reform laws are complied with, and shall be subject to any and all sanctions, as
prescribed therein, including disqualification of their responses, in the event of such non-compliance.
13. CODE OF BUSINESS ETHICS. Pursuant to City Resolution No.2000-23879,the Proposer shall adopt a Code of
Business Ethics ("Code") and submit that Code to the Procurement Department 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.
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
RFQ 2017-300-KB 6
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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 Managers 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.
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.
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21. POSTPONEMENT/CANCELLATION/ACCEPTANCE/REJECTION. The City may, at its sole and absolute
discretion, reject any and all, or parts of any and all, responses; re-advertise this RFQ; postpone or cancel, at any
time, this RFQ process; or waive any irregularities in this RFQ, or in any responses received as a result of this RFQ.
Reasonable efforts will be made to either award the proposer the contract or reject all proposals within one-hundred
twenty(120)calendar days after proposal opening date.A proposer may withdraw its proposal after expiration of one
hundred twenty (120) calendar days from the date of proposal opening by delivering written notice of withdrawal to
the Department of Procurement Management prior to award of the contract by the City Commission.
22. PROPOSER'S RESPONSIBILITY. Before submitting a response, each Proposer shall be solely responsible for
making any and all investigations, evaluations, and examinations, as it deems necessary, to ascertain all conditions
and requirements affecting the full performance of the contract. Ignorance of such conditions and requirements,
and/or failure to make such evaluations, investigations, and examinations, will not relieve the Proposer from any
obligation to comply with every detail and with all provisions and requirements of the contract, and will not be
accepted as a basis for any subsequent claim whatsoever for any monetary consideration on the part of the
Proposer.
23. COSTS INCURRED BY PROPOSERS.All expenses involved with the preparation and submission of Proposals,
or any work performed in connection therewith, shall be the sole responsibility (and shall be at the sole cost and
expense)of the Proposer, and shall not be reimbursed by the City.
24. RELATIONSHIP TO THE CITY. It is the intent of the City, and Proposers hereby acknowledge and agree, that
the successful Proposer is considered to be an independent contractor, and that neither the Proposer, nor the
Proposers 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 proposers history of citations
and/or violations of environmental regulations in investigating a proposers 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.
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 Proposers 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 propedy invoiced. Invoices must be
consistent with Purchase Order format.
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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.
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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 Proposers proposal in response to the solicitation.
RFQ 2017-300-KB 10
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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 attorneys 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 RR) (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`/a)percent or more in the Proposer entity or any of its affiliates.
RFQ 2017-300-KB I I
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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 2017-300-KB 12
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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.
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. The successful Proposer or Team should have experience/expertise in some
combination of: economic analysis, costlbeneft analysis, risk modeling, risk management, insurance, and/or lending;
with knowledge and understanding of Miami Beach's vulnerability to sea level rise, our unique topography and our
engineering efforts to date. The City is seeking a multidisciplinary and innovative team that can partner with Miami
Beach to inform the decision-making process as we invest today's flood protection and adapt to tomorrow's sea level
rise scenarios.
Submit detailed information regarding the firm's history and relevant experience and proven track record of providing the
scope of services similar as identified in this solicitation, including experience in providing similar scope of services to
public sector agencies. For each project that the proposer submits as evidence of similar experience, the following is
required: project description, agency name, agency contact, contact telephone & email, and year(s) and term of
engagement.
2.1.1. If applicable, submit detailed information regarding the firms experience as a Platform or Strategy partner
with 100 Resilient Cities.
2.2 Qualifications of Proposer Team. The successful Proposer or Team should have experience/expertise in some
combination of: economic analysis, cost/benefit analysis, risk modeling, insurance, and/or lending; with knowledge and
RFQ 2017-300-KB 13
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understanding of Miami Beach's vulnerability to sea level rise, our unique topography and our engineering efforts to
date.
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.
2.2.1. If applicable, submit detailed information regarding the firms experience as a Platform or Strategy partner with
100 Resilient Cities.
Approach and Methodology
3.1 Submit detailed information on the approach and methodology proposer has used on other related projects,
including detailed information,as applicable, on the following:
1. Analysis related to the complex relationship and impact(s) among City investments (that reduce risk to
flooding and sea level rise) to the City's property tax base, flood insurance, real estate market and
financial mortgage cycles,and City credit ratings;and
2. Land use issues relating to matters of infrastructure program analysis, resiliency measures, or
adaptation strategies; and
3. Innovative analysis or studies that have helped clients in addressing issues and responses relating to
resiliency, sustainability,and adaptation.
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 2017-300-KB 14
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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 RFP,
may, without an evaluation committee, recommend to the City Commission that the Administration enter into
negotiations. The City, in its discretion, may utilize technical or other advisers to assist the evaluation committee in
the evaluation of proposals.
2. Step 1 Evaluation. The first step will consist of the qualitative criteria listed below to be considered by the
Evaluation Committee. The second step will consist of quantitative criteria established below to be added to the
Evaluation Committee results by the Department of Procurement Management. An Evaluation Committee,appointed
by the City Manager, shall meet to evaluate each Statement of Qualifications in accordance with the qualifications
criteria established below for Step 1, Qualitative Criteria. In doing so, the Evaluation Committee may review and
score all proposals received,with or without conducting interview sessions.
Step 1-Qualitative Criteria Maximum Points
Experience and Qualifications of the Prime Proposer&Team 60
Approach and Methodology 40
TOTAL AVAILABLE STEP t 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 Procurement Department to those points earned in Step 1,
as follows.
Step 2-Quantitative Criteria Maximum Points
Veterans Preference 5
TOTAL AVAILABLE STEP 2 POINTS 5
RFP 2017-300-KB 15
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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
Ste• 1 Points 82 76 80
Committee Ste. 2 Points 22 15 12
Member 1 Total 104 91 92
Rank 1 3 2
Ste. 1 Points 79 85 72
Committee Ste• 2 Points 22 15 12
Member 2 Total 101 100 84
Rank 1 2 3
Ste• 1 Points 80 74 66
Committee Ste.2 Points 22 15 12
Member2 Total 102 89 78
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.
AR) 2017-300-KB 16
APPENDIX A
/ / 2 _
Response Certification ,
Questionnaire &
Requirements Affidavit
2017-300-KB
Business Case Analysis of the City of
Miami Beach Resiliency Program
Update
PROCUREMENT DEPARTMENT
1755 Meridian Avenue, 3rd Floor
Miami Beach, Florida 33139
RFQ 2017-300-KB 17
SolidLatina No. Solicitation Tice:
2017-300-KB Business Case Analysis of the City of Miami Beach Resiliency Program Update
Procurement Contact. Tel: Email:
Kristy Bath 305-673-7490 kristybadaRmiamibeachfi.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),induding but not limited to:any firm or phindpal
information,applicable licensure,resumes of relevant individuals,client information,financial information,or any information the City deems
necessary to evaluate the capacity of the proposer to perform in accordance with contract requirements.
RFQ 2017-300-KR 18
1. Veteran Owned Business,.Is�Proposer 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 solidtatipn.
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-performance b an public sector agency?
YES II NO
SUBMITTAL REQUIREMENT: If answer to above is WES,"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 finandal 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.miamibeachfigov/procuremenUscroll.aspx?id=79113
7. Living Wage. Pursuant to Section 2-408 of the Miami Beach City Code,as same may be amended from time to time, Proposers
shall be required to pay all employees who provide services pursuant to this Agreement,the hourly Ming wage rates listed below:
• Commencing with City fiscal year 2012-13 (October 1, 2012), the hourly living rate will be 511.281hr. with
health benefits,and$12.92Jhr.without benefits.
The living wage rate and health care benefits rate may, by Resolution of the City Commission be indexed annually for inflation
using the Consumer Price Index for all Urban Consumers (CPI-U) Miami/FL Lauderdale, issued by the U.S. Department of
Labor's Bureau of Labor Statistics. Notwithstanding the preceding, no annual index shall exceed three percent(3%). The City
RFQ 2017-300-KB 19
may also, by resolution,elect not to index the living wage rate in any particular year,it it determines it would not be fiscally sound
to implement same(in a particular year).
Proposers'failure to comply with this provision shall be deemed a material breach under this proposal,under which the City may,
at its sole option, immediately deem said Proposer as non-responsive, and may further subject Proposer to additional penalties
and fines,as provided in the City's Living Wage Ordinance,as amended. Further information on the Living Wage requirement is
available at www.miamibeach8.qov/procurementiscroll.aspx?id=79113
SUBMITTAL REQUIREMENT:No additional submittal is required.By virtue of executing this affidavit document,Proposer agrees
to the living wage requirement.
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 Contractors 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
spedfied. 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 Managers decision is final. Further information on the
Equal Benefits requirement is available at www.miamibeachfl.qov/procurement/scroll.aspx?id=79113
9. Public Entity Crimes.Section 287.133(2)(a),Florida Statutes,as currency 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 contrail with a business unless the
RFQ 2017-3O0-KB 20
business represents that it does not and will not engage in a boycott as defined in Section 2-375(a)of the City Code,induding the
blacklisting,divesting from,or otherwise refusing to deal with a person or entity when such action is based on race,color,national
origin,religion,sex,intersexuality,gender identity,sexual orientation,marital or familial status,age or disability.
SUBMITTAL REQUIREMENT:No additional submittal is required.By virtue of executing this affidavit document,Proposer agrees
it is and shall remain in full compliance with Section 2-375 of the City of Miami Beach City Code.
11. Moratorium on Travel to and the Purchase of Goods or Services from North Carolina and Mississippi. Pursuant to
Resolution 2016-29375, the City of Miami Beach, Florida, prohibits official City travel to the states of North Carolina and
Mississippi,as well as the purchase of goods or services sourced in North Carolina and Mississippi. Proposer shall agree that no
travel shall occur on behalf of the City to North Carolina or Mississippi,nor shall any product or services it provides to the City be
sourced from these states.
SUBMITTAL REQUIREMENT:No additional submittal is required.By virtue of executing this affidavit document,Proposer agrees
it is and shall remain in full compliance with Resolution 2016-29375.
12. Fair Chance Requirement.Pursuant to Section 2-376 of the City Code,the City shall not enter into any contract resulting from a
competitive solicitation, unless the proposer certifies in writing that the business has adopted and employs written policies,
practices,and standards that are consistent with the City's Fair Chance Ordinance,set forth in Article V of Chapter 62 of the City
Code ("Fair Chance Ordinance"), and which, among other things, (i) prohibits City contractors, as an employer, from inquiring
about an applicants aiminal history until the applicant is given a conditional offer of employment; (ii) prohibits advertising of
employment positions with a statement that an individual with a criminal record may not apply for the position, and(iii) prohibits
placing a statement on an employment application that a person with a criminal record may not apply for the position.
SUBMITTAL REQUIREMENT: No additional submittal is required at this time. By virtue of executing this affidavit, Proposer
certifies that it has adopted policies,practices and standards consistent with the City's Fair Chance Ordinance. Proposer agrees
to provide the City with supporting documentation evidencing its compliance upon request. Proposer further agrees that any
breach of the representations made herein shall constitute a material breach of contract, and shall entitle the City to the
immediate termination for cause of the agreement,in addition to any damages that may be available at law and in equity.
13. Acknowledgement of Addendum. After issuance of solicitation,the City may release one or more addendum to the solicitation
which may provide additional information to Proposers or alter solicitation requirements. The City will strive to reach every
Proposer having received solicitation through the City's e-procurement system, PubhcPurdtase.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.
Inial to Confirm Iridal 0 Confirm Inial 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.
14. Financial Capacity.Each proposer shall arrange for Dun&Bradstreet to submit a Supplier Qualification Report(SQR)directly to
the Procurement Contact named herein.No proposal will be considered without receipt,by the City,of the SQR directly from Dun
&Bradstreet.The cost of the preparation of the SQR shall be the responsibility of the Proposer.Proposers are responsible for the
accuracy of the information contained in its SQR.It is highly recommended that each proposer review the information contained in
its SQR for accuracy prior to submittal to the City and as early as possible in the solicitation process. For assistance with any
portion of the SQR submittal process,contact Dun&Bradstreet at 800-424-2495.
SUBMITTAL REQUIREMENT: The Proposer shall request the SQR report from D&B at:
https:Ilsupplierportal.dnb.comlwebappAwcslstoreslservleVSupplierPortal?storeld=11696
RFQ 2017-300-KB 21
DISCLOSURE AND DISCLAIMER SECTION
The solicitation referenced herein is being furnished to the recipient by the City of Miami Beach(the"City")for the redpient's convenience.
My 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 pad 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 deviates 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
applicants 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.
My 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. My 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.My 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.My 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 2017-300-KB 42
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: Tine of Proposer's AUNonzod Representative:
Signature of Proposer's Authorized Representative: Date.
State of FLORIDA ) 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 Florida
My Commission Expires:
RFQ 2017-3O0-KB 23
APPENDIX B
1
" No Bid " Form
2017-300-KB
Business Case Analysis of the City of
Miami Beach Resiliency Program
Update
PROCUREMENT DEPARTMENT
1755 Meridian Avenue, 3rd Floor
Miami Beach, Florida 33139
Note: It is important for those vendors who have received notification of
I 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 2017-300-KB 24
Statement of No Bid
WE HAVE ELECTED NOT TO SUBMIT A STATEMENTS OF QUALIFICATIONS AT
THIS TIME FOR REASON(S) CHECKED AND/OR INDICATED BELOW:
_Workload does not allow us to proposal
Insufficient time to respond
Specifications unclear or too restrictive
_Unable to meet specifications
_Unable to meet service requirements
_Unable to meet insurance requirements
Do not offer this product/service
_OTHER. (Please specify)
We do do not want to be retained on your mailing list for future proposals
of this type product and/or service.
Signature:
Title:
Legal Company Name:
Note: Failure to respond, either by submitting a proposal or this completed form,
may result in your company being removed from our vendors list.
PLEASE RETURN TO:
CITY OF MIAMI BEACH
PROCUREMENT DEPARTMENT
ATTN: Kristy Bada
STATEMENTS OF QUALIFICATIONS#2017-300-KB
1755 MERIDIAN AVENUE, 3rd FLOOR
MIAMI BEACH, FL 33139
RFQ 2017-300-KB P5
APPENDIX C
Minimum Requirements
& Specifications
2017-300-KB
Business Case Analysis of the City of
Miami Beach Resiliency Program
Update
PROCUREMENT DEPARTMENT
1755 Meridian Avenue, 3rd Floor
Miami Beach, Florida 33139
RFQ 2011-300-KB 26
Ct. 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.
1. The prime proposer shall demonstrate experience in providing consulting services in the
areas of sustainability, resiliency,adaptation strategies,or risk management/mitigation to
at least one(1) public sector agency.
Required Submittals: For each qualifying project,submit project name, project
description,start and completion dates,project contact information(phone and
email),volume of contract, and firms role.
C2. Statement of Work Required.
At its core, the business case study requested is an economic analysis of the value of our risk
reduction investments to address flooding and sea level rise. This analysis should explain the
risk cost of inaction (in dollar terms) and the extent to which the risk cost is likely to be reduced as
a result of the city's infrastructure investments(also in dollar terms).
This analysis will also consider the complex relationships between the anticipated reduction in risk
cost and:
• our private property tax base;
• flood insurance(both future FEMA models/FIRM maps and private market rates);
• the availability and affordability of private property mortgages over mortgage cycles;
• the city's municipal credit rating and insurance premiums;
• land use issues;
• any other factor that may be pertinent.
The Work would not just explain these interdependent relationships and so help decision-makers.
It would also be an evidence-based tool to communicate the city's risk reduction investment. If
done right, it could be a tool for decision-makers that illustrates in economic terms the best case
and worst case scenarios.
C3. Task Orders. All work assigned pursuant to any agreement resulting from this RFQ will be
awarded via a Task Order or Consultant Service Order approved by the City Manager. In award
work,the City may award in the following manner.
C3.1. Pilot:The Pilot phase would be an analysis of a completed project or a sample neighborhood
project. This would be a smaller engagement in scope with quicker results focusing on two risks:
the five-year storm in combination with 2060 southeast Florida sea level rise scenarios. This would
examine the risks in two-ways: without any infrastructure improvements and with the current
stormwater intervention. The Pilot would analyze how the inaction and action may affect the City's
property tax base, flood insurance, real estate market and financial mortgage cycles, and credit
ratings.
RFQ 2017-300-KB P7
C3.2. Ongoing: This may include the analysis of additional risks and additional adaptation
investments at a project or program level, that may be an expansion or continuation of the project
in other areas of the City or may be a new scope altogether. The proposing teams are encouraged
to present innovative decision-making tool(s). The tool(s)should be designed to facilitate a review
of engineering and science-based solutions. It should compare the solutions with the current
costs. It should also compare the cost over time and the triple bottom line value (economic,
environmental, social) to the City of Miami Beach in the short term (5 year), mid-term (10 to 20
year)and long term (30+years). Approach 2 would provide the ability for the City to analyze how
the inaction and action may affect the City's property tax base, flood insurance, real estate market
and financial mortgage cycles, and credit ratings, land use issues, or any other factor that may
be pertinent to the Work.
RFQ 2017-300-KB 28
APPENDIX D
Special Conditions
2017-300-KB
Business Case Analysis of the City of
Miami Beach Resiliency Program
Update
PROCUREMENT DEPARTMENT
1755 Meridian Avenue, 3rd Floor
Miami Beach, Florida 33139
RFQ 2017-300-KB 29
1.TERM OF CONTRACT. Five(5)years.
2. OPTIONS TO RENEW. Option to renew is at the discretion of the City for two(2)additional two (2)
year periods.
3. PRICES. Not Applicable.
4. EXAMINATION OF FACILRIES. Not Applicable.
5.INDEMNIFICATION. Provider shall indemnify and hold harmless the City and its officers,employees,
agents and instrumentalities from any and all liability, losses or damages, including attorneys'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 this Agreement by the Provider or its employees,
agents, servants, partners principals or subcontractors. Provider 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 issue thereon. Provider expressly understands and agrees
that any insurance protection required by this Agreement or otherwise provided by Provider 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.
6.PERFORMANCE BOND. Not Applicable.
7. REQUIRED CERTIFICATIONS.Not Applicable.
8.SHIPPING TERMS. Not Applicable.
9.DELIVERY REQUIREMENTS.Not Applicable.
10.WARRANTY REQUIREMENTS. Not Applicable.
11. BACKGROUND CHECKS. Not Applicable.
12.COMPETITIVE SPECIFICATIONS. It is the goal of the City to maximize competition for the project
among suppliers & contractors. Consultant shall endeavor to prepare all documents, plans &
specifications that are in accordance with this goal. Under no condition shall Consultant include means
& methods or product specifications that are considered "sole source"or restricted without prior written
approval of the City.
13. ADDITIONAL TERMS OR CONDITIONS. This RFQ, including the attached Sample Contract,
contains all the terms and conditions applicable to any service being provided to the City resulting from
award of contract. By virtue of submitting a proposal, consultant agrees not to require additional terms
and conditions at the time services are requested, either through a separate agreement, work order,
letter of engagement or purchase order.
14. CHANGE OF PROJECT MANAGER.A change in the Consultant's project manager(as well as any
replacement)shall be subject to the prior written approval of the City Manager or his designee (who in
this case shall be an Assistant City Manager). Replacement (including reassignment) of an approved
RFQ 201/-300-KB 30
project manager or public information officer shall not be made without submitting a resume for the
replacement staff person and receiving prior written approval of the City Manager or his designee (i.e.
the City project manager).
15. SUB-CONSULTANTS. The Consultant shall not retain, add, or replace any sub-consultant without
the prior written approval of the City Manager, in response to a written request from the Consultant
stating the reasons for any proposed substitution. Any approval of a sub-consultant by the City
Manager shall not in any way shift the responsibility for the quality and acceptability by the City of the
services performed by the sub-consultant from the Consultant to the City. The quality of services and
acceptability to the City of the services performed by sub-consultants shall be the sole responsibility of
Consultant.
16. NEGOTIATIONS. Upon approval of selection by the City Commission, negotiations between the
City and the selected Proposer (s) will take place to arrive at a mutually acceptable Agreement,
including final scope of services,deliverables and cost of services.
Remainder of Page Intentionally Left Blank
RFQ 2017-300-KB 31
APPENDIX E
Insurance Requirements
2017-300-KB
Business Case Analysis of the City of
Miami Beach Resiliency Program
Update
PROCUREMENT DEPARTMENT
1755 Meridian Avenue, 3rd Floor
Miami Beach, Florida 33139
RFQ 2017-300-KB 34
MIAMI BEACH
INSURANCE REQUIREMENTS
This document sets forth the minimum levels of insurance that the contractor is required to maintain
throughout the term of the contract and any renewal periods.
XXX 1. Workers'Compensation and Employer's Liability per the Statutory limits of the state of Florida.
XXX 2. Comprehensive General Liability (occurrence form), limits of liability $ 1,000,000.00 per occurrence for
bodily injury property damage to include Premises/ Operations; Products, Completed Operations and
Contractual Liability. Contractual Liability and Contractual Indemnity (Hold harmless endorsement
exactly as written in"insurance requirements"of specifications).
XXX 3. Automobile Liability-$1,000,000 each occurrence-owned/non-owned/hired automobiles included.
4. Excess Liability-$ .00 per occurrence to follow the primary coverages.
XXX 5. The City must be named as and additional insured on the liability policies; and it must be stated on the
certificate.
6. Other Insurance as indicated:
_Builders Risk completed value $ .00
Liquor Liability $ .00
_Fire Legal Liability $ .00
_Protection and Indemnity $ .00
_Employee Dishonesty Bond $ .00
_Other $ .00
XXX 7. Thirty(30)days written cancellation notice required.
XXX 8. Bests guide rating B+:VI or better, latest edition.
XXX 9. The certificate must state the proposal number and titre
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 2017-300-KB 33
EXHIBIT G
CONSULTANT'S RESPONSE TO THE RFQ
F: A FTO/TORG/Agreement„Profe signal Services Agreement 2017 modified 12-19-2017
RFQ-2017-300-KB Page 27
Detail by FEI/EIN Number Page 1 of 2
fvir.org
Deeenmenl or State / Division of Corporations / Search Records / DeaiiElv Document Number/
Detail by FEI/EIN Number
Florida Limited Liability Company
THE BALMORAL GROUP, LLC
Filing Information
Document Number L04000058339
FEI/EIN Number 03-0546876
Date Filed 08/05/2004
State FL
Status ACTIVE
Principal Address
165 Lincoln Avenue
Wnter Park, FL 32789
Changed. 02/19/2013
Mailing Address
165 Lincoln Avenue
Winter Park, FL 32789
Changed. 02/19/2013
Registered Agent Name&Address
CORPORATE CREATIONS NETWORK INC.
11380 PROSPERITY FARMS ROAD#221E
PALM BEACH GARDENS, FL 33410
Name Changed.06/13/2008
Address Changed. 03/15/2017
Authorized Personls) Detail
Name&Address
Title MGR
SEIDEL,VALERIE
1250 RICHMOND ROAD
WINTER PARK, FL 32789
Title MGR
SEIDEL, GREGORY
http://search.sunbiz.org/Inquiry/Corporati onSearch/SearchResultDetai I?inq... 8/31/2018
Detail by FEI/ETN Number Page 2 of 2
1250 RICHMOND ROAD
WINTER PARK, FL 32789
Title MGR
Nunn. Jennifer A
165 Lincoln Avenue
Winter Park, FL 32789
Annual Reports
Report Year Filed Date
2016 02/22/2016
2017 03/15/2017
2018 03/07/2018
Document Images
03/0712013-ANNUAL REPORT V ew image in PDE formal
03/15/2011—ANNUAL REPORT View image in PDF1ormal
02/2222019—ANNUAL REPOR' View image in PDF formal
0212/2.015 ANNUAL REPORT View image in POE formal
91242014—ANNUAL REPORT View image in POF formal
02e112013—ANNUAL REPORT View mage in PDF formal
0130/2012—ANNUAL REPORT View mage in PDF format
03/07201/—ANNUAL REPORT View mage in POF formal
02'1920 TO—ANNUAL REPORT View image in PDF format
01292009--ANNUAL REPORT View image in PDF formal
0 414e2008 -ANNUAL REPORT View image In POE format
02e19e200'—ANNUAL REPORT View image in POF format
01/302009—ANNUAL REPORT View image in PDF formal
C6/292005—ANNUAL REPORT View image in PDF formal
08x052004—F onea Limlled Llabdiles View image in PDF formal
http://search.sunbiz.org/Inquiry/CorporationSearch/SearchResultDetai I?inq... 8/31/2018
RESPONSE TO RFC'2017-300-KB
MIAMI BEACH
•
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November 15,2017
Response By:
The Balmoral Group
165 Lincoln Avenue
Winter Park, FL 32789
Ph:407-629-2185 The
jig MOral
czt. our
Tao 1 — Cover Letter anc Tao e of Contents
1 P g
1.1 Cover Letter; Table of Contents
Dear Ms. Bada,
The Balmoral Group is pleased to submit this Statement of Qualifications to the City of Miami Beach for
the development of business case analyses of the City's stormwater infrastructure upgrades and related
resiliency initiatives.When The Balmoral Group was established in 2004,our goal was to assist Florida to
develop smarter by combining engineering and economics to provide sound policy and guidance by
working on projects such as this one. As one of Florida's leading economics firms, The Balmoral Group
was selected in 2011 to develop a prototype coastal resiliency cost-benefit analysis to be used throughout
the state.The firm then used this knowledge, along with our state-leading hedonic modelling skills to be
selected to perform similar services for the State of New South Wales in Australia. We appreciate the
opportunity to present these qualifications to the City for its stormwater resiliency work.
The City of Miami Beach has prudently determined that a business case analysis is appropriate to ensure
taxpayer dollars are being applied to its challenges in an efficient manner and with the intended
outcomes, not only in engineering terms but in financial market aspects. The City seeks a thorough
economic analysis of its various risk reduction investments to understand the likely savings from its
resiliency initiatives as the difference between the various costs to the community that would have
occurred under a 'no-invest' scenario and those expected as a result of the City's infrastructure choices,
individually or as a package. The Balmoral Group understands that the City anticipates such economic
analysis to include consideration of the effects of the City's resiliency efforts on various facets of the real
estate market, from property taxes and flood insurance to credit ratings and land use. Miami Beach has
received considerable press attention on these matters; residents and policymakers appreciate that both
perception and reality will influence future economic outcomes for the city.
We recognize that Miami Beach has supported the Mayors' Climate Action Pledge and has been a
municipal supporter of the Southeast Florida Regional Climate Change Compact since 2013. We also
understand that the City has taken a global leadership role in resiliency and has committed to more than
$400 million in stormwater capital improvements to address flooding due to sea level rise and climate
change-driven increases in storm surge. The City is complementing these improvements through
supporting programs such as dune enhancement, raising existing seawalls, creating green space to store
water and reduce the City's carbon footprint, and modifying the local codes.
Critical to a successful outcome of this project will be a solid understanding of the risk reduction associated
with each component of the City's stormwater infrastructure, resiliency and adaptation programs as well
as the underlying economic drivers in the City of Miami Beach.To achieve these objectives,the City seeks
a consultant that:
• has demonstrated public sector experience in the areas of sustainability, resiliency or risk reduction
• can prepare a well-documented business case analysis of recent and proposed investments to address
flooding and sea level rise, and
• can reliably explore the relationships between risk reduction and other areas of concern tied to the
City's attractiveness for further private investment, including the property tax base,flood insurance,
the affordability of mortgages,the City's credit rating,and general land use considerations.
21Page
fre Balmoral 6;oup Response
Ml arni Bedell RFC.2017-300kR
busines CseAnal'/SIS o'the City of Kirinbeach Stormwater Resiliency Program
In satisfying these analytical needs, it is the City's goal to assist decision-makers regarding the efficacy,
timing, and scale of resiliency and adaptation efforts and to secure a tool that may better communicate
the dollars-and-cents meaning of the City's investments. The Balmoral Group understands that the City
may wish to explore multiple scenarios and that the business case framework is intended to help examine
financial impacts associated with such conditions. Further, The Balmoral Group is experienced in
coordinating with the technical experts in coastal engineering, geotechnical surveying,
hydrology/stormwater design, and biological/ecological experts that comprise a holistic team for
purposes of evaluating risks, costs and benefits associated with coastal resiliency and sustainability
efforts.
A successful outcome of this project will provide the City with an economic roadmap to effective decision-
making that reflects documentable risk,is tempered by practical engineering consideration,and includes
community-level factors and outcomes beyond the capital improvements themselves. The professionals
put forward for this project:
• have been recognized internationally for their experience in coastal resiliency economics and risk
modeling,
• possess in-depth knowledge of the financial markets, financial risk instruments and real estate
valuation subject matter that is critical to this effort,and
• are well-regarded for their ability to deliver practical, realistic and sophisticated advice to clients
that is supported by proper research and analysis.
We have organized this package in accordance with the RFQ instructions;the Table of Contents provides
detail for each section of our response. Our team is excited for this opportunity, and dedicated to its
success. Each of our team members is committed to making this our highest priority, and will dedicate
our resources to offer expertise and analysis that will withstand critique and the test of time.This is the
type of project our team members are known for, specialize in, and enjoy. We look forward to the
opportunity to further demonstrate our capabilities to you.
Best Regards,
Valerie Seidel
President,The Balmoral Group
Email:vseidelebalmoralgroup.us
Phone:407-629-2185x 104
31 Page
Table of Contents
Tab 1—Cover Letter and Table of Contents 1
1.1 Cover Letter;Table of Contents 2
1.2 Response Certification (Appendix A) 5
References 21
1.3 Minimum Qualifications Requirements 23
Tab 2—Experience and Qualifications 25
2.1 Qualifications of Proposer Firm 26
Firm History 26
Relevant Experience 26
Key Personnel 30
2.1.1- 100 Resilient Cities 33
2.2 Qualifications of Proposer Team 34
Sub-consultants 35
Selected Team Projects 36
100 Resilient Cities 39
Tab 3—Approach and Methodology 72
3.1 Approach and Methodology 73
1. Select representative approaches used on other projects 73
2. A concise description of how we may incorporate facets of the methodologies used for other
clients in an approach for Miami Beach and with the Pilot Task Order as a hypothetical
assignment 76
3. A brief synopsis of innovative approaches and tools we may recommend as ongoing work 79
List of Figures and Tables
Figure 1.Proposed Organizational Chart 34
Figure 2. Results of Cost Benefit Analysis after hydrologic modeling of 0.1m Sea level rise. 80
Figure 3. Probabilistic Risk Profiles 80
Table 1.Summary of Prime's Applicable Experience 23
Table 2.Team Experience and Project Roles 35
4l Pa g :
1.2 Response Certification (Appendix A)
SIPaoe
APPENDIX A
Response Certification ,
Questionnaire &
Requirements Affidavit
2017-300-KB
Business Case Analysis of the City of
Miami Beach Resiliency Program
Update
PROCUREMENT DEPARTMENT
1755 Meridian Avenue, 3rd Floor
Miami Beach, Florida 33139
RFQ 2017-300-KB 17
Solicitation No: Sorxilation Tllle:
2017-300-KB Business Case Analysis of the City of Miami Beach Resiliency Program Update
Procurement Contact: Tel: Email:
Kristy Bada 305-673-7490 kristybada(D miamibeachfi qov
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:The Balmoral Group
NO.OF YEARS IN BUSINESS:13 NO.OE YEARS IN BUSINESS LOCALLY: NO.OF EMPLOYEES:22
13
OTHER NAME(S)PROPOSER HAS OPERATED UNDER IN THE LAST 10 YEARS:
FIRM PRIMARY ADDRESS(HEADQUARTERS):
165 Lincoln Avenue
CITY:Winter Park
FL
STATE: ZIP CODE:32789
TELEPHONE NO.:407-629-2185
TOLL FREE NO.:407-629-2185
FAXNO..:407-629-2183
FIRM LOCAL ADDRESS:165 Lincoln Avenue
CITY:Winter Park
STATE:FL ZIP CODE.32789
PRIMARY ACCOUNT REPRESENTATIVE FOR THIS ENGAGEMENT:Valerie Seidel
ACCOUNT REP TELEPHONE NO.:4O7-629-2185 x l 04
ACCOUNT REP TOLL FREE NO:
407-629-2185 x104
ACCOUNT REP EMAIL:vseidel@ balmoralgroup.us
FEDERAL TAX IDENTIFICATION NO.'.03-0546876
The City reserves the right to seek additional information from proposer or other source(s),including but not limited to:any firm or pdndpal
information,applicable licensure,resumes of relevant individuals,client information,financial information,or any information the City deems
necessary to evaluate the capacity of the proposer to perform in accordance with contract requirements.
RFQ 2017300-KB 18
Veteran Owned Business.Is Pro oser claiming a veteran owned business status?
YES x NO
SUBMITTAL REQUIREMENT: Proposers claiming veteran owned business status shall submit a documentation proving that firm
is certified as a veteran-owned business or a service-disabled veteran owned business by the Stale of Florida or United Stales
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 Not applicable
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)Contacts Email and 6)Narrative on Scope of Services Provided.
See attached
4. Suspension, Debarment or Contract Cancellation. Has Proposer ever been debarred, suspended or other legal violation, or
had a contract cancelled due to non-performance b an public 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 theevent 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. Not applicable
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("Cale")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 arid 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.miamibeachf.00vfFrocurementlscroll.asox?id=79113
The Balmoral Group's Code of Ethics is Attached
7. Living Wage.Pursuant to Section 2-408 of the Miami Beach City Code,as same may be amended from time to time, Proposers
shall be required to pay all employees who provide services pursuant to this Agreement the hourly living wage rates listed below:
• Commencing with City fiscal year 2012-13 (October 1, 2012), the hourly living rate will be $11.28thr. with
health benefits,and 512.92/hr.without benefits.
The living wage rate and health care benefits rate may,by Resolution of the City Commission be indexed annually for inflation
using the Consumer Price Index for all Urban Consumers (CPI-U) Miami/Ft. Lauderdale, issued by the U.S. Department of
Labor's Bureau of Labor Statistics. Notwithstanding the preceding, no annual index shall exceed three percent(3%). The City
REQ 2017-300-KB 19
may also,by resolution,elect not to index the living wage rate in any particular year, if it determines it would not be fiscally sound
to implement same(in a particular year).
Proposers'failure to comply with this provision shall be deemed a material breach under this proposal,under which the City may,
at its sole option, immediately deem said Proposer as non-responsive, and may further subject Proposer to additional penalties
and fines, as provided in the City's Living Wage Ordinance,as amended. Further information on the Living Wage requirement is
available at www.miamibeachfl.govlprocurement/scroll.aspx?id=79113
SUBMITTAL REQUIREMENT:No additional submittal is required. By virtue of executing this affidavit document,Proposer agrees
to the living wage requirement.
8. Equal Benefits for Employees with Spouses and Employees with Domestic Partners.When awarding competitively solicited
contracts valued at over$104000 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. Not applicable. The Balmoral Group employs 22 individuals total.
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 Managers decision is final. Further information on the
Equal Benefits requirement is available at www.miamibeachfi.govlprocurementiscrol.aspx?id=79113
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 an 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 hx 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 cedifies it has not been placed on convicted vendor list
10. Non-Discrimination.Pursuant to City Ordinance No.2016-3994 the City shall not enter into a contract with a business unless the
RFC) 2017-300-KB 20
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 Beady City Code,
11. Moratorium on Travel to and the Purchase of Goods or Services from North Carolina and Mississippi. Pursuant to
Resolution 2016-29375, the City of Miami Beach, Florida, prohibits official City travel to the states of North Carolina and
Mississippi,as well as the purchase of goods or services sourced in North Carolina and Mississippi, Proposer shall agree that no
travel shall occur on behalf of the City to North Carolina or Mississippi,nor shall any product or services it provides to the City be
sourced from these states.
SUBMITTAL REQUIREMENT:No additional submittal is required.By virtue of executing this affidavit document,Proposer agrees
it is and shall remain in full compliance with Resolution 2016-29375.
12. Fair Chance Requirement.Pursuant to Section 2-376 of the City Code,the City shall not enter into any contact resulting from a
competitive solicitation, unless the proposer certifies in writing that the business has adopted and employs written policies,
practices,and standards that are consistent with the City's Fair Chance Ordinance,set forth in Article V of Chapter 62 of the City
Code ("Fair Chance Ordinance"), and which, among other things, (i) prohibits City contractors, as an employer, from inquiring
about an applicants criminal history unfit the applicant is given a conditional offer of employment; (ii) prohibits advertising of
employment positions with a statement that an individual with a criminal record may not apply for the position, and(iii)prohibits
placing a statement on an employment application That a person with a criminal record may not apply for the position.
SUBMITTAL REQUIREMENT: No additional submittal is required at this lime. By virtue of executing this affidavit, Proposer
certifies that it has adopted policies, practices and standards consistent with the City's Fair Chance Ordinance. Proposer agrees
to provide the City with supporting documentation evidencing its compliance upon request. Proposer hurter agrees that any
breach of the representations made herein shall constitute a material breach of contract, and shall entitle the City to the
immediate termination for cause of the agreement,in addition to any damages tat may be available at law and in equity.
13. Acknowledgement of Addendum. After issuance of solicitation, the City may release one Or more addendum to the solicitation
which may provide additional information to Proposers or alter solicitation requirements. The City will strive to reach every
Proposer having received solicitation through the City's e-procurement system, PublicPurchase.com. However, Proposers are
solely responsible for assuring they have received any and all addendum issued pursuant to solicitation.This Acknowledgement
of Addendum section certifies that the Proposer has received all addendum released by the City pursuant to this solicitation.
Failure to obth and acknowledge receipt of all addenda may result in proposal disqualification.
In Ito nfhm Ini Ito Confirm Initi�bConfihm
ex Ali Reragt 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.
14. Financial Capacity.Each proposer shall arrange for Dun 8 Bradstreet to submit a Supplier Qualification Report(SCR)directly to
the Procurement Contact named herein.No proposal will be considered without receipt,by the City,of the SQR directly from Dun
8 Bradstreet.The cost of the preparation of the SQR shall be the responsibility of to Proposer.Proposers are responsible for the
accuracy of the information contained in its SCR. It is highly recommended that each proposer review the information contained in
its SQR for accuracy prior to submittal to the City and as early as possible in the solicitation process. For assistance with any
portion of the SQR submittal process,contact Dun 8 Bradstreet at 800-424-2495.
SUBMITTAL REQUIREMENT: The Proposer shall request the SOP report from D&B at
helps:flsupplierportal.dnb.comiwebapplwcslstore$IservletUSuPOlierPortal?storeld=11696
RFQ 2017-300-KB 21
DISCLOSURE AND DISCLAIMER SECTION
The solicitation referenced herein is being furnished to the recipient by the City of Miami Beach(the"City")for the recipients 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 deviates 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
applicants 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 recipients 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.My 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 410,000.00 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.
RFO 2017-300-KB 22
PROPOSER CERTIFICATION
I hereby certify that: I, as an authorized agent of the Proposer , am submitting the following information as my firm's
proposal; Proposer agrees to complete and unconditional acceptance of the terms and conditions of this document,
inclusive of this solicitation, all attachments,exhibits and appendices and the contents of any Addenda released hereto,and
the Disclosure and Disclaimer Statement; proposer agrees to be bound to any and all specifications, terms and conditions
contained in the solicitation, and any released Addenda and understand that the following are requirements of this
solicitation and failure to comply will result in disqualification of proposal submitted; Proposer has not divulged,discussed,
or compared the proposal with other Proposals and has not colluded with any other proposer or party to any other proposal,
proposer acknowledges that all information contained herein is part of the public domain as defined by the State of Florida
Sunshine and Public Records Laws; all responses, data and information contained in this proposal, inclusive of the
Statement of Qualifications Certification,Questionnaire and Requirements Affidavit are true and accurate.
Name of Proposer is Authorized Representative: Title of Proposer is Authorized Represenaadve:
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RFQ 2017-300-KB 23
A. THE BALMORAL GROUP CODE OF CONDUC1 2011
Introduction and Overview
The Balmoral Group (TBG) adheres to sound professional and ethical standards, without compromise.
We abide by our high standards of business ethics everywhere we operate. The Code of Conduct (The
Code) and our commitment are clear: we comply with all applicable laws. Sometimes our standards
exceed those requirements, but they never fall below them. Business results are never more important
than acting legally and ethically. This Code of Conduct will assist you in achieving these high standards
when conducting the Firm's business. Every employee must read, understand, and comply fully with
the principles established by this Code of Conduct. As such, your signature on this Code of Conduct is
required as a condition of your initial employment and annually thereafter.
Ethical conduct is a matter of proper intent, characterized by truthfulness and honesty, doing "the
right thing', by complying with the law and carefully exercising good professional judgment.
Occasionally, you are placed in situations in which there is a good-faith disagreement as to what may
be the appropriate course of conduct. Sometimes, the law is not fully developed, or you may not be
aware of all applicable laws. Other times, you may face conflicting values arising from cultural
differences. The Firm recognizes these situations and has developed this Code of Conduct for handling
the related dilemmas which occasionally arise. The Code is not an exhaustive description of
appropriate conduct, because it is impractical to cover in a document of this nature all the significant
legal requirements of each jurisdiction in which we do business. Enforcement is the direct
responsibility of every Firm supervisor, regardless of location or level of seniority.
The Balmoral Group expects its employees to:
• Uphold the highest standards of ethical conduct in every action you take
• Know the rules and laws that govern your work, and follow them;
• Perform all duties to the best of your ability at all times;
• Use your best endeavors to promote and protect the interests of the employer; and
• Follow all reasonable and lawful directions given to you by the Firm, including complying with
policies and procedures as amended from time to time.
There are several situations noted throughout this document which require consultation with Legal
Counsel. You should do so only after consulting with the President, and if the President is not available,
a Corporate Officer in her absence. Together, we may determine to call our Legal Counsel to discuss
the situation at hand.
The Balmoral Group regards violations of this Code of Conduct as serious matters. A breach of
established policy can put the Firm, you and your fellow employees at substantial risk. Anyone who
violates this Code of Conduct may be subject to disciplinary action, up to and including dismissal. In
addition, violations of law can result in civil or criminal penalties to you, as well as the Firm. This can
also apply to an employee at any level of the firm who directs, approves, or condones violations, or
who has knowledge of violations and does not promptly report and correct them.
2/2017 Code of Conduct' Page A-2
Equal Eniployment Opportunity
It is The Balmoral Group's policy to provide equal consideration in all employment matters regardless
of race, color, religion, sex, age, national origin, handicap/disability, veteran's status, or sexual
preference. We seek to provide a work environment that is free of unlawful discrimination and
harassment. We willingly comply with all applicable government employment statutes.
Employees are protected from coercion, retaliation, interference, or discrimination in connection with
assisting in an investigation of alleged discrimination or filing a complaint of discrimination.
Compliance with Laws and Regulations; Individual Responsibility
It is important that you understand and comply with laws and government regulations which are
applicable in each nation, state, and other governing jurisdiction in which you conduct business on
behalf of the Firm. For clarification of legal or regulatory requirements specific to a situation about
which you have a question, consult with the Firm's Legal Counsel, through the President.
As a basic principle of high professional and ethical standards, you are responsible for your own
conduct. No one may justify illegal or unethical conduct by claiming it was ordered by someone in
management or that such conduct was only "minor' in nature. No one is authorized to direct you to
commit an illegal or unethical act or omission, regardless of the perceived "minor" nature of the
conduct. If you are approached by anyone inside or outside The Balmoral Group with a request to do
something unethical or illegal, you should refuse to do so. Tell the person making the request that
such conduct is contrary to the Firm's Code of Conduct, and immediately report the incident as set
forth in the next paragraph.
Avoid Conflicts of Interest
As engineers, scientists, architects, and related professionals, you understand the position of trust that
you hold both individually and corporately. You should disclose all known or potential conflicts of
interest by promptly informing your Manager or the President of any business association, interest, or
other circumstances that could influence or appear to influence your independent judgment or quality
of service, or could reasonably be considered detrimental to any trade or business participated in by
The Balmoral Group.
You may not have any personal business relationship with a competitor, client, or supplier of the Firm
without obtaining advance written approval from your Supervisor and consultation with the Firm's
Legal Counsel. You must not participate in any trade or business which competes in any manner with
any trade or business conducted by the Firm.
Outside employment with non-competitors may also conflict with the Firm's interests if it lessens the
efficiency, alertness, or productivity normally expected of you in performing your job. Therefore,
outside employment of full-time employees is discouraged, and advance written approval must be
given by your supervisor.
2/2017 Code ofConducti Page A-3
F inancidI Integlity
The financial books, records, and accounts of The Balmoral Group must accurately and fairly reflect in
reasonable detail the Firm's assets, liabilities, revenues, and expenses. If you have occasion to prepare
such records, you must do so in conformity with generally accepted accounting principles and the U.S.
Foreign Corrupt Practices Act, as amended. No false or fictitious entries may be made on the books,
records, or accounts of the Firm, nor shall funds or accounts be established or maintained for purposes
that are not fully and accurately described. Payments may be made only to the contracting party or a
valid assignee, and only for actual services rendered or products delivered. The use of the Firm's funds
or assets for unlawful purposes is prohibited.
Avoid Business Gratuities
Neither you nor members of your immediate family should accept substantial entertainment or gifts
from clients, suppliers, or others potentially seeking to influence the objectivity of your professional
and business decisions. To avoid even the appearance of impropriety, do not accept any gifts or
promotional items of more than token value. You may accept or provide meals, drinks, or
entertainment only if such business courtesies are unsolicited, infrequently provided, and reasonable
in amount. Do not solicit or accept gratuitous lodging or travel without the written approval of your
supervisor. Be sensitive to similar standards of conduct that are required by our clients and other
organizations. Do not embarrass your client by offering gratuities that would violate their own rules.
Dealings with Government; Government Projects
In addition to the other provisions of this Code of Conduct, if you work with federal, state or local
governments, you have an obligation to know, understand, and comply with their applicable business
practices and legal and ethical standards, which may be stricter than those required by our private
sector clients. Violations of these governmental business practices and standards could result in
penalties, debarment, or even criminal sanctions against you, as well as The Balmoral Group.
Throughout all dealings with any governmental entity, no false, fictitious, or fraudulent statements
may be made by you on behalf of the Firm. This is true whether any such statement is made in
proposals, invoices, reports, or negotiations, including negotiations of disputes. It is imperative that
all invoices and claims submitted to governmental clients accurately reflect the work performed and
are in strict conformance with the requirements of the applicable contract. When negotiating disputes
with a governmental entity, such as scope, quality of work or price,it is not permissible to bolster the
Firm's position with unsupportable claims. Similarly, absent appropriate approval, you should not use
government-owned equipment for purposes other than its intended contractual use.
In any transaction involving the United States Government, you must comply with the provisions of the
Truth in Negotiations Act. Thus, all "cost and pricing data" on federal projects must be accurate,
current, and complete, and records of such information must be retained. Also, it is a fundamental
principle of the United States procurement process that government contractors must not improperly
obtain, use, or disclose source selection or proprietary information. The Director-Governmental
Compliance can assist you in complying with these responsibilities.
2/2017 Code of Conduct' Page A-4
The Balmoral Group will neither give nor encourage anyone else to give inducements to governmental
employees or contractors for the purpose of obtaining favorable treatment in connection with a
contract or subcontract. As a result, do not contribute or donate, or commit to contribute or donate,
Firm funds, services, or other resources for any political cause, party, or candidate without the prior
written approval of the President. (You may make voluntary personal contributions to any lawful
political causes, parties, or candidates as long as you do not represent that such contributions come
from The Balmoral Group.)
Trade Secrets
During your employment, you may create or obtain information which qualifies as a "Trade Secret",
as defined by applicable state law, such as a formula, pattern compilation, program, device, method,
source code, technique, or process which has economic value to The Balmoral Group and is not readily
ascertainable by competing organizations. The Balmoral Group has exclusive ownership rights to
any such Trade Secrets. You agree that so long as any such information retains its character as a
Trade Secret, you will not appropriate, disclose, publish or use such information in any manner
whatsoever, other than disclosure to current Firm employees with a clear need to know.
Confidential and Proprietary Information
You must not appropriate, disclose, publish, or use any confidential or proprietary information
concerning the Firm in any manner whatsoever, without express written consent from the President's
Office.
During the course of your employment or thereafter, you acknowledge and agree that you will not
(except with the consent of the employer, as required by law, or in the performance of your duties)
use or disclose confidential information relating to the business of the Firm. This includes, but is not
limited to, client lists, trade secrets, client details, and pricing structures. Any exception to this must
be requested through the President's Office to Legal Counsel.
"Confidential Information" means information pertaining to the firm's business activities and/or
technical processes which (i) is not generally known by the public or our competitors and (ii) does not
qualify as a "Trade Secret", as that term is defined by applicable state laws. "Confidential
Information"includes, but is not limited to, client requirements, contractual relationships with clients,
training manuals, and materials, and information deemed confidential by agreements between the
Firm and current or former clients. Document production orders (i.e., subpoenas) from courts or
agencies of competent jurisdiction will be complied with only after you advise the President and we
contact Legal Counsel through the President's office.
Developments
You agree that all discoveries, improvements, ideas, and developments ("Developments") which you,
alone or jointly with others, conceive, make, or acquire during your employment, whether during or
after regular working hours, and which relate to any aspect of the business of The Balmoral Group, are
2/2017 Code of Conduct' Page A-5 Z
the exclusive property of The Balmoral Group. Any rights to or legal interest which you may have in
any Developments are hereby expressly assigned to The Balmoral Group. You further agree to promptly
disclose any and all Developments and execute and deliver to The Balmoral Group any instruments it
requests to acquire, maintain, or enforce patents, trademark registrations, or copyrights in the United
States and foreign countries.
Firm Property
You are responsible for safeguarding those Firm assets under your control and to account for those
assets at all times. Preventing the loss, damage, misuse, or theft of Firm property is part of every
employee's job. You should not use the Firm's assets for personal benefit. Only with prior
authorization may you use, sell, loan, or give away Firm property. Whenever requested by The
Balmoral Group, during your employment or thereafter, you will return alt records and documents,
including computer generated or stored records and any and all copies of any records or documents,
which contain, comprise, or relate to the "Confidential or Proprietary Information"or"Trade Secrets"
of The Balmoral Group and/or its business partners, which you create or obtain at any time during your
employment with the Firm.
Honesty in Public Statements
You may be called upon to issue a public statement in connection with a report, litigation, and matters
which are the subject of public forums. You should refrain from offering your professional opinion
unless you have adequate knowledge of the facts and possess competence in the subject matter. Your
statements should be objective and truthful in all respects. In no instance should you issue a statement
with respect to any controversy to the press or other media without first contacting The Balmoral
Group's Legal Counsel through the President's Office for clearance and guidance. You should do so
only after consulting with the President, and if the President is not available, a Corporate Officer in
her absence.
Honesty in Contract Negotiations
In negotiating contracts, be accurate and complete in all representations. The submission to a client
of a proposal, report, statement for services, or other document that is intentionally false or
misleading can result in discipline and civil and/or criminal liability for The Balmoral Group, you, your
supervisor and any other persons who condone such a practice.
Safe Workplace and Environmental Compliance
The Balmoral Group is committed to providing a safe and healthy workplace. Furthermore, you also
are responsible for complying with environmental, health, and safety laws and regulations applicable
to your work, as well as reporting any unsafe or environmental noncompliance conditions to your
designated health and safety representative and/or supervisory personnel.
2/2017 Code of Conduct' Page A-6 RsTia
t
'n.,ienca• in mr 4Vor kplace
As stated above, The Balmoral Group strives to ensure your safety and the safety of its customers,
vendors, contractors, and visitors in the workplace and all other places where the Firm does business
and sponsors events. Thus, violent or potentially violent acts or threats of workplace violence
committed by or against an employee, or committed by or against others who perform work for the
Firm, including contractors, outside parties, and vendors, are prohibited and will not be tolerated.
Examples of violent or potentially violent acts include, but are not limited to, threats or any other acts
of aggression or violence, direct or implied. For purposes of this policy, a threat includes, but is not
limited to, any verbal, written, or physical harassment, abuse or harm, attempts to intimidate or to
instill fear in others, menacing gestures, bringing weapons to the workplace, stalking, or any other
hostile, aggressive, injurious and/or destructive, or potentially injurious and/or destructive, actions
undertaken for the purpose of disruption, domination, intimidation or sabotage.
The Balmoral Group prohibits all employees from possessing weapons of any kind on or in Firm
property. Firm property is defined as all Firm-owned or leased buildings and surrounding areas(parking
lots, sidewalks, Firm vehicles, etc.). In accordance with State Law, The Balmoral Group prohibits an
employee from possessing a firearm in a motor vehicle owned, leased or rented by the Firm.
Prohibited Substances and Conduct
The Balmoral Group does not condone any form of substance abuse, and, in fact, is held to a high
standard due to our consultant status on federally funded contracts. Thus, it is the policy of the Firm
to provide a Drug-Free Work Place. We strive to maintain a working environment that is free of the
problems associated with substance abuse. This program requires that employees submit to drug
testing for illegal substances.
Drug testing may be administered at any time, to any employee. Supervisors are responsible for
ordering drug tests at their discretion. If your supervisor advises you that you need to complete a drug
test, you will have 24 hours to report to the facility address provided by your supervisor. Failure to
comply will constitute grounds for termination.
The analysis will be conducted by a drug testing laboratory that is currently certified by the Substance
Abuse and Mental Health Services Administration or which is approved by the College of American
Pathologists for forensic drug testing. A Medical Review Officer will review each positive test result.
In the event the drug test results are positive, Management will advise you of its decision concerning
continued Performance Management and/or continued employment.
The non-prescriptive use, sale, possession, distribution, dispensation, manufacture, or transfer of
controlled substances or drug related paraphernalia, or the excessive use of alcohol, is strictly
prohibited (i) during working hours, while on Firm premises, while performing Firm duties, or at any
time while operating a Firm vehicle, and (ii) during non-working hours and/or while not on the Firm
premises if the activity impairs your ability to perform your job, such as driving a Firm vehicle, or if it
2/2017 Code ofConducti Page A-7 The
l
adversely affects the reputation of the Firm. Reporting to work in an unfit condition due to the use of
any of the above is also prohibited.
Meeting Client Expectations
The Balmoral Group clients depend on the Firm to provide quality services. You are expected to do
your utmost to achieve and maintain appropriate levels of skill and knowledge in your work and to
keep current in your chosen field(s). As a professional, you are obligated to undertake assignments
only when qualified by education and/or experience in the specific technical fields involved. The
Balmoral Group's objective is to provide cost-effective, quality, and timely services consistent with
the clients expectations. Any confidential client information obtained in the course of business is not
to be used or shared, but should be protected.
Serving the Public Interest
The safety, health, and welfare of the public are important considerations in the performance of your
professional duties. The Balmoral Group will approve only those documents and plans that it deems to
be in compliance with generally accepted standards. If your professional judgment is ignored or
overruled by a client, and the safety, health, or welfare of the public is endangered, you may have an
obligation to notify various governmental and other authorities as may be appropriate. In the event of
such an occurrence, you must immediately notify your supervisor and abide by any reporting
requirements of the jurisdiction governing the work after consultation with The Balmoral Group's Legal
Counsel through the President.
Reporting Violations
When you are in doubt as to how a specific situation should be handled ethically, you should seek help
from within The Balmoral Group. As a general rule, you should initially address such questions to your
supervisor. If the supervisors response is not satisfactory, if your supervisor is part of the ethical
dilemma, or if you would prefer to report the problem to someone else, contact the manager at the
next highest level or a non-supervisory manager. If you do not receive a satisfactory response at that
level, you should address your concerns to the President.
If you become aware of any illegal conduct or other behavior possibly in violation of this Code of
Conduct by anyone working for or on behalf of The Balmoral Group, you should report it promptly to
your supervisor. If the supervisor's response is not satisfactory, or if your supervisor is involved in the
violation, contact the manager at the next highest Level. If you do not receive a satisfactory response
at that level, you should address your concerns to the President. If requested to do so, we will make
every effort to maintain the anonymity of the person disclosing the violation. Each person to whom
such a violation is reported is obligated to pursue your complaint in a timely manner and to inform you
of its disposition. The Balmoral Group prohibits retaliation against anyone for reporting a concern in
good faith or assisting in an investigation. Subject to applicable law, retaliation is grounds for
disciplinary action, up to and including termination.
2/2017 Code ofConductl Page A-8
:s 000
Employment at WI H
The Balmoral Group hopes that your employment is satisfying for both you and The Balmoral Group.
The Firm strives to create a working environment which is both challenging and rewarding and which
provides opportunities for advancement based on performance and contribution to its business
objectives. Thus, it is important that you understand the terms and conditions of your employment
status with the Firm. The Firm is not in a position to guarantee or promise employment for any
specified length of time. It may be necessary for the Firm to terminate employees either on an
individual basis or on the basis of a reduction in the work force. The Firm reserves the right to make
such decisions at its sole discretion. You and the Firm should realize that your employment is at the
mutual consent of yourself and the Firm. Accordingly, either you or the firm may terminate your
employment relationship at will at any time for any or no reason. This at-will employment relationship
can only be modified by an express written agreement signed by you and the President, and approved
by the Firm's Legal Counsel. Nothing in this Code of Conduct should be construed as a contract for
employment or otherwise alter your at-will employment status.
2/2017 Code ofConduct Page A-9 c=fy�l
tl P
References
1. Fiscal and Economic Impact Analysis of the Perimeter Community Improvement Districts
(PCIDs),Atlanta,Georgia
Client Contact Information Administrative Details
TBG was a subcontractor to: Start Date:August 2014
RS&H End Date:April 2015
Steve Cote,AICP,Project Manager Relevant issues:
Telephone:(678)528-7220 • Economic/fiscal analysis
Email:steve.cote@rsandh.com • Infrastructure analysis
Project Owner: • Property valuation
Jennifer Harper, Program Director,PCIDs
One Rovinia Drive—Bldg. One,Suite 1125
Atlanta,GA 30346
Email:jharper@perimetercid.org
Telephone:770-390-1796
The Balmoral Group was contracted to assess the impacts of three major planned or completed
infrastructure investments, exceeding$600 million in capital costs. Impacts were estimated for producer
surplus(commercial income), personal income,and local,state and federal tax revenues.TBG used GIS to
integrate Costar,Nielsen and property appraiser data to quantify commercial characteristics of the PCIDs,
determine taxable land values and develop ten-year projections for hotel, retail, office and housing
construction. Census, employment,and commercial real estate data,and local government budgets were
used to determine shares of general fund taxes and fees generated by the PCIDs and the expenditures by
local governments within the PCIDs. The information gathered for the final report documented the net
fiscal impacts of the PCIDs on local governments as well as the State of Georgia. The study enabled the
PCIDs to understand the fiscal impacts of leveraging their investment in area transportation
improvements.
2. Cost-Benefit Analysis of Coastal Resiliency Strategies
Client Contact Information Administrative Details
Julie Dennis,Director Start Date:March 2011
Division of Community Planning End Date:April 2012
Florida Department of Economic Opportunity Relevant issues:
107 East Madison Street • Cost-benefit analysis
Caldwell Building • Risk modeling
Tallahassee, Florida 32399-4120 • S.Florida SLR/inundation
Telephone:850 717 8478 • Infrastructure analysis
Email:Julie.dennis@deo.mvflorida.com
This project evaluated the costs and benefits of alternative adaptation strategies for coastal-resiliency
available to Martin County and Okaloosa County, Florida. The two counties were chosen as pilots to
evaluate alternative strategies to reduce risks from storm surge and other coastal hazards to private
property and citizens.The Balmoral Group used parcel-level GIS analysis to evaluate the costs and benefits
of alternative adaptation strategies for coastal-resiliency under multiple scenarios of sea level rise. The
project evaluated how the feasibility of strategies shift as coastal conditions change. The analysis found
that many strategies that are broadly feasible now may be cost-effective for fewer parcels in the future.
! Page21 e
By showing how policy alternatives react to changing conditions,this project provided local governments
with clear guidelines to design mitigation strategies that best suit their own communities.
3. Cost Benefit Analysis of Coastal Protection Options at Old Bar
Client Contact Information Administrative Details
Mladen Kovac,Chief Economist Start Date:April 2014
NSW Office of Environment and Heritage End Date:August 2014
NSW Dept.of Premier and Cabinet
PO Box A290,Sydney South,NSW 1232 Relevant issues:
Telephone:+61-02-9995-6031 • Cost-benefit analysis
Email:mladen.kovac@environment.nsw.gov.au • Risk modeling
Infrastructure analysis
The Office of Environment and Heritage(OEH)commissioned Balmoral Group Australia to conduct a Cost
— Benefit Analysis, which considered the social, economic, and environmental implications of coastal
protection options (including two different seawall designs and planned retreat) under consideration by
Greater Taree Council.The study included consideration of costs and benefits under two hazard scenarios,
two periods of analysis (20 years and 60 years), and four land use control (buildout/development)
scenarios.The resultant analysis was scrutinized by OEH, NSW Treasury,the Department of Environment,
the Coastal Council and Greater Taree Council.The project entailed the development of a GIS geodatabase
of property attributes, demographics, and engineers' estimates of hazard probabilities for a menu of
strategies to manage coastal erosion. The data-driven approach, combined with experience and natural
resource literacy, ensured the best possible outcome.The report was lauded as a "landmark" study and
resulted in reforms to the State's infrastructure finance policy.
4. Orange County Stormwater Needs Assessment Master Plan Prioritization and Cost Benefit
Analysis
Client Contact Information Administrative Details
Mark Ellard,P.E.,Project Manager(Prime) Start Date:June 2012
GeoSyntec Consultants End Date:May 2013
(407)321-7030,MEllard@Geosyntec.com Relevant issues:
Project Owner:Orange County • Cost-benefit analysis
Agency Contact:Kelly Nowell,Sr.Engineer • Policy analysis
(407)836-7990,Kelly.Nowell@ocfl.net • Infrastructure analysis
This project prepared cost-benefit analysis and developed a cost-benefit decision support tool with a
guiding principles document for the review and prioritization of approximately 100 drainage and other
stormwater capital improvement projects, based on factors such as public safety, flood reduction,
constructability, maintenance reduction, permittability, right-of-way need, aesthetics, and costs and
benefits.Cast data for all projects, including several that had been designed decades ago but never built,
were updated with current typical casts for project elements, such as pipe, revetment,weirs, land cover,
etc. Social and environmental costs and benefits were evaluated using calibrated benefits transfer
techniques. Unintended consequences were evaluated, including concentration of prioritized projects by
income, racial/ethnic composition,and commissioner district,to ensure implications of policy and funding
decisions were readily understood.
22 ( P a g e
1.3 Minimum Qualifications Requirements
The Balmoral Group meets and exceeds the minimum qualifications requirements.We have assembled
a body of work in the coastal resiliency/infrastructure/economics space for public sector clients that is
exceptional. Table 1 summarizes, in response to RFQ Section 0300 (Minimum Eligibility Requirements),
selected public sector experience of The Balmoral Group (as prime) providing consulting services in the
areas of sustainability,resiliency, adaptation strategies, and risk management/mitigation. Project details,
including contact information as required in the RFQ are provided for one project,with additional projects
and contacts detailed in Tab 2.
Table 1.Summary of Prime's Applicable Experience
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Areas of Demonstrated Experience ua as ua 2 - ua c. w u - ct o` a , a` >' A
Business Case Analysis/Fiscal - ---
• ' • • • • •
Impacts Analysis --- --
CostBenefitAnalysis • • • • •
Vulnerability Analysis/Property -- - -
Risk Evaluation and Mitigation • • •-- _-
Adaptation,Resiliency.
•
Sustainability Strategies
Land Use,Zoning and - - --
• • • • •
Comprehensive Planning --- - -
GIS Mapping and Analysis of
• • • • • •
Economic Data
Sea Level Rise Risk Modeling& •
-
• • • •
Interpretation
Distributional analysis by
geography,or economic sector
Quantitative assessment of
cultural and ecotourism economic • •
values
Coordination with Local Officials;
Workshops and Presentations
23 I P a g e
Cost-Benefit Analysis of Coastal Resiliency Strategies
Client Contact Information Administrative Details
Julie Dennis,Director Start Date: March 2011
Division of Community Planning End Date:April 2012
Florida Department of Economic Opportunity $46,000
107 East Madison Street DCA Agreement Number 11-DR-
Caldwell Building CH 14-00-22-001
I Tallahassee,Florida 32399-4120
I Telephone:850 717 8478
Email:Julie.dennis@deo.myflorida.com
The Balmoral Group used parcel-level GIS analysis to evaluate the costs and benefits of alternative
adaptation strategies for coastal-resiliency.The project evaluated how the feasibility of strategies changes
as coastal conditions change.The results showed that many strategies that are broadly feasible now may
be cost-effective for fewer parcels in the future. By showing how policy alternatives react to changing
conditions, this project provides local governments with clear guidelines to design mitigation strategies
that best suit their own communities.
Extensive literature review was performed to identify Issue:
appropriate values and techniques for measuring costs and • Coastal counties in Florida face the
benefits associated with each of seven alternatives challenge of reducing risk from coastal
hazards;potential strategies range widely,
strategies. GIS analysis was applied to individual land areas from rolling easements to engineering
to consider the unique properties of each location while prosect;
determining appropriate mitigation options. Property Approach:
values, nonmarket estimates of environmental and • Estimate economic costs ant/benefits,
aesthetic resources, and avoided costs of future municipal incenNefeasinilityatal potentialmitigationGI
incentives of using spatial techniques in GIS
services were quantified and applied at the parcel level using • Assess impacts of mitigationstrategies on
automated algorithms. Cost benefit calculations were economic development,natural resources,
and public infrastructure
performed for both residential and non-residential Evaluate how feasibility of strategies
(commercial, industrial, and public) properties. change aver time as coastal conditions
fluctuate
This pilot project evaluated the cost-effectiveness of Results:
alternative strategies for two coastal counties (Martin and • Provide boat governments with guidelines
Okaloosa) to reduce risks from storm surge and other for choosing strategies Mat best suit
specific community traits
coastal hazards to private property and citizens. Knowledge Final presentation of findings to Florida's
of land use policy, infrastructure functionality and Depadmentof Economic Opportunity and
sophisticated economic analysis of spatial characteristics otherorganiraliona
was required to determine optimal strategies. An important component of this project incorporated
nonmarket values for recreational amenities, wildlife habitat, and other salient costs or benefits.
During the course of the project, certain critical data was found to be unreliable. Our researchers
determined a substitute technique to produce defensible decision rules and overcome the unreliable
data. The proposed change in protocol was submitted to the client and approved. Final deliverables
included an audio-enhanced web-enabled presentation of findings and formal presentation.
24Pa ge
Tao 2 — Exoerience and Qua ifications
25 I P a g e
2.1 Qualifications of Proposer Firm
The Balmoral Group has exceptional experience in economic analysis,cost-benefit analysis,risk modeling,
risk management advisory services, and finance — including lending and insurance underwriting in the
context of real estate. We are familiar with the City's unique situation with regard to its development
patterns and elevation/topography/water storage challenges. We are also keenly aware of the City's
formidable efforts to manage the risks the City faces from sea level rise through selected elevation of
infrastructure, installing of major pumps and retrofitting stormwater systems to accommodate rising sea
levels and prevent backflow.
Due to our strong background in the coastal space,we work closely with subject matter experts in coastal
engineering and hydrogeology, civil engineering, construction and real estate development, and policy
development. We "know what we don't know", and tap experts that are respected by our staff and our
clients to ensure our assumptions and logic are sound and defensible. For this reason,our business cases
withstand scrutiny and the test of time.
Firm History
The Balmoral Group was founded in 2004 and employs just under 30 individuals of diverse background,
all with strong technical expertise and qualifications; more than half our staff holds advanced degrees in
their chosen field. The firm combines strong financial, economic, policy and Geographic Information
Systems (GIS) analysis capabilities backed by solid engineering, planning and science skills. We have
completed precedent-setting studies and analyses for public clients and public-private consortia to
address policy issues and resource allocation decisions.
TBG has achieved a diversified client base in Florida, including cities, counties, NASA, FDOT, DACS, DEP,
DEO, SWFWMD, SJRWMD, NWFWMD, UCF, FGCU, UNF, USF and private clients. The firm's economists
and analysts are called upon by clients when they encounter complex situations, and the firm has forged
close relationships with academic experts to stay fully apprised of emerging research and techniques.
The firm is a limited liability company organized under the Laws of Florida, is governed by four principals
and has gross receipts between $1 million and $5 million.TBG maintains professional liability insurance
and has an overhead audit performed annually by an independent CPA; since inception no audit has
returned a finding. The firm is authorized by the Florida Board of Professional Engineers to offer
engineering services and is a certified DBE by the Florida Department of Transportation. TBG has no
pending sanctions and has not had any litigation since the firm's founding in 2004.The firm is DBE-certified
with the States of Florida and Virginia and is a federally certified WBE and WOSB.
Relevant Experience
The Balmoral Group has diverse experience with cost-benefit analysis and the preparation of business
cases for projects entailing engineering, natural resource management and valuation, and public policy.
In addition to the specific project experience provided herein,our professional staff have published peer-
reviewed journal articles addressing trends in coastal resiliency costs and risks, and been invited as
Keynote speaker, panel moderator and presenter at international, national and local conferences,
including the following:
26 I P a g e
• Peer-reviewed Article:Seidel,V., H.Richards,O.Beitsch."Coastal Real Estate:Value vs. Risk in the
wake of Sea Level Rise". Journal of Real Estate Issues. Counselors of Real Estate: Chicago ft.
October 2013.
• Key Note Address:"Uncertainty,Indecision and Economics of Coastal Management".25th Annual
NSW (Australia)Coastal Conference. November 8, 2016.
• Invited Presentation: "Economics of Coastal Management". 2015 AWRA Annual Water Resources
Conference. November 18-20, 2015 Denver CO.
In the context of sustainability, Balmoral has conducted programmatic Cost-benefit reviews to determine
whether public funds have been used effectively and efficiently. In one example, Balmoral was retained
to prepare a "Cabinet Minute"providing an overall assessment of whether legislative funding(more than
US$220 million) had been used efficiently,and whether the"Waste Less, Recycle More" program overall
met its objectives of reducing waste volumes to landfill, expanding markets for alternative
disposal/recycling options, and reducing costs of recycling through economies of scale. The analogy for
Miami Beach is that of understanding whether large infrastructure investments result in sufficient market
outcomes to be justified, and whether efficiencies and outcomes are being achieved, or alternative
approaches may be more effective.
In a very recent business case example, Balmoral concluded a cost-benefit study that examined several
alternatives for improving water security in an important mining and agricultural production region. The
project considered infrastructure options from increasing dam height to piping water between reservoirs,
ranging in cost from less than$100 million to nearly$1 billion in capital costs.The study included a survey
of public willingness-to-pay for improved water reliability.
Our economists and engineers have also been called on to conduct peer reviews of cost-benefit analyses.
Examples include review of cost-share metrics for Southwest Florida Water Management District for
water quality improvement projects, stormwater improvement projects, and agricultural irrigation
conservation upgrades; peer review of CBAs prepared as part of water quality improvement funding
applications for Priority Pollutants Improvement Projects; and peer review of stormwater management
prioritization projects. In each case, Balmoral was tasked to validate the underlying data, assumptions,
and calculations provided by others in their applications and CBAs, including non-market components,
such as nutrient loadings, watershed/wetland impacts, aesthetic or recreational/tourism impacts,
greenhouse gas emissions, NOx,SOx,and VOCs,depending on the program.
Balmoral prepared cost benefit analyses of storm water infrastructure alternatives for the Sydney
Catchment Authority and developed a cost benefit analysis tool for the SCA to help prioritize projects.
Currently, Balmoral has been tasked with developing a similar tool to provide Treasury-compliant CBA
output for water supply, water quality and sewerage projects for another state agency, and to provide
expert panel/technical review of grant applications from local governments for the next five years of the
program.
Five projects are detailed herein including current contact details.
27IPa ge
The Balmoral Group Response
Miami Beach-RFQ 2017-300KB
Business Case Analysis of the City of Miami Beach Stormwater Resiliency Program
Cost Benefit Analysis of Coastal Protection Measures at Lake Cathie
Client Contact Information Administrative Details
Mladen Kovat,Chief Economist Start Date:April 2015
NSW Office of Environment and Heritage End Date:September 2015
NSW Dept.of Premier and Cabinet Relevant issues:
PO Box A290,Sydney South,NSW 1232 • Cost-benefit analysis
Telephone:+61 02 9995 6588 • Risk modeling
Mladen.Kovac@environment.nsw.gov.au • Infrastructure analysis
The Balmoral Group was engaged by the State of New South Wales(NSW,AU)to estimate the economic
costs and benefits of options to manage coastal hazards facing the NSW coastal town of Lake Cathie.The
project analyzed a total of 10 options which included combinations of a rock revetment, beach
nourishment and planned retreat. The project involved using spatial analysis of GIS data, probabilistic
profiling of coastline inundation and likely impacts on real estate development patterns and property
values.Balmoral worked closely with coastal engineers and applied both the results of engineering reports
and literature-based values for costs and amenities ranging from sand maintenance to beach amenity
values. Impacts modelled included economic activity(including producer surplus), quality of life, natural
resources and public infrastructure. Distributional analysis identifying beneficiaries and market effects
was performed. Sensitivity analysis was conducted using three different discount rates over for two
timeframes (20 and 50 years). The report was reviewed by the NSW Coastal Council and NSW Treasury
and withstood scrutiny without revision.
Cost Benefit Analysis of Coastal Protection Options at Old Bar
Client Contact Information Administrative Details
Mladen Koval,Chief Economist Start Date:April 2014
NSW Office of Environment and Heritage End Date:August 2014
NSW Dept.of Premier and Cabinet
PO Box A290,Sydney South,NSW 1232 Relevant issues:
Telephone:+61-02-9995-6031 • Cost-benefit analysis
Email:mladen.kovac@environment.nsw.gov.au • Risk modeling
• infrastructure analysis
The Office of Environment and Heritage(OEH)commissioned Balmoral Group Australia to conduct a Cost
— Benefit Analysis, which considered the social, economic, and environmental implications of coastal
protection options(including two different seawall designs and planned retreat) under consideration by
Greater Taree Council.The study included consideration of costs and benefits under two hazard scenarios,
two periods of analysis (20 years and 60 years), and four land use control (buildout/development)
scenarios.The resultant analysis was scrutinized by OEH,NSW Treasury,the Department of Environment,
the Coastal Council and Greater Taree Council.The project entailed the development of a GIS geodatabase
of property attributes, demographics, and engineers' estimates of hazard probabilities for a menu of
strategies to manage coastal erosion.The data-driven approach, combined with experience and natural
resource literacy, ensured the best possible outcome.The report was lauded as a "landmark" study and
resulted in reforms to the State's infrastructure finance policy.
28IPa ge
The Balmoral Group Response
Miami Beach-RFD 2017-300KB
Business Case Analysis of the City of Miami Beach Stormwater Resiliency Program
Fiscal and Economic Impact Analysis of the Perimeter Community Improvement Districts(PCIDs),
Atlanta,Georgia
Client Contact Information Administrative Details
TBG was a subcontractor to: Start Date:August 2014
RS&H End Date:April 2015
Steve Cote,AICP,Project Manager Relevant issues:
Telephone:(678)528-7220 • Economic/fiscal analysis
Email:steve.cote@rsandh.com • Infrastructure analysis
Project Owner: • Property valuation
Jennifer Harper,Program Director,PCIDs
One Ravinia Drive—Bldg.One,Suite 1125
Atlanta,GA 30346
Email:jharper@perimetercid.org
Telephone:770-390-1796
The Balmoral Group was contracted to assess the impacts of three major planned or completed
infrastructure investments,exceeding$600 million in capital costs. Impacts were estimated for producer
surplus(commercial income),personal income,and local,state and federal tax revenues.TBG used GIS to
integrate CoStar,Nielsen and property appraiser data to quantify commercial characteristics of the PCIDs,
determine taxable land values and develop ten-year projections for hotel, retail, office and housing
construction.Census,employment,and commercial real estate data,and local government budgets were
used to determine shares of general fund taxes and fees generated by the PCIDs and the expenditures by
local governments within the PCIDs. The information gathered for the final report documented the net
fiscal impacts of the PCIDs on local governments as well as the State of Georgia.The study enabled the
PCIDs to understand the fiscal impacts of leveraging their investment in area transportation
improvements.
Orange County Stormwater Needs Assessment Master Plan Prioritization and Cost Benefit Analysis
Client Contact Information Administrative Details
Mark Ellard,P.E.,Project Manager(Prime) Start Date:June 2012
GeoSyntec Consultants End Date:May 2013
(407)321-7030,MEllard@Geosyntec.com Relevant issues:
Project Owner:Orange County • Cost-benefit analysis
Agency Contact:Kelly Nowell,Sr.Engineer(407)836- • Policy analysis
7990,Kel ly.Nowel l@oc0.net • Infrastructure analysis
This project prepared cost-benefit analysis and developed a cost-benefit decision support tool with a
guiding principles document for the review and prioritization of approximately 100 drainage and other
stormwater capital improvement projects, based on factors such as public safety, flood reduction,
constructability, maintenance reduction, permittability, right-of-way need, aesthetics, and costs and
benefits.Cost data for all projects, including several that had been designed decades ago but never built,
were updated with current typical costs for project elements,such as pipe, revetment,weirs,land cover,
etc. Social and environmental costs and benefits were evaluated using calibrated benefits transfer
techniques. Unintended consequences were evaluated,including concentration of prioritized projects by
income,racial/ethnic composition,and commissioner district,to ensure implications of policy and funding
decisions were readily understood.
29 I Page
The Balmoral Group Response
Miami Beach-RFQ 2017-300KB
Business Case Analysis of the City of Miami Beach Stormwater Resiliency Program
Prioritizing Total Maximum Daily Loads(TMDLs)Using Seagrass Habitat Vulnerability to Sea Level
Rise:Phases I and II
Client Contact Information Administrative Details
Charles Jacoby,Project Manager Start Date:October 2012
Indian River Lagoon National Estuary Program End Date:November 2014
St Johns River Water Management District
4049 Reid Street
Palatka,Florida 32177
Telephone:(386)346-5835
cjacoby@sjrwmd.com
Balmoral partnered with Randall Parkinson (Environmental Remediation and Recovery) to model the
change in seagrass habitat distribution and extent triggered by rising sea level and concomitant shoreline
migration into adjacent undeveloped areas within the Indian River Lagoon. The first phase of the study
employed a "bathtub" model to examine the shifts in seagrass coverage while the second phase
accommodated shoreline migration under several sea level rise scenarios. The first phase of work
provided a logical means for prioritizing the allocation of management resources to achieve TMDLs.The
modeling was intended to support the District's ongoing TMDL program and to facilitate long term
enhancement and sustainability of existing seagrass habitat.The results of this investigation indicate the
resilience of IRL seagrass under conditions of rising sea level is strongly dependent upon the availability
of undeveloped land surrounding the existing shoreline. The Balmoral team conducted several public
education events and developed and distributed a VouTube video communicating the project findings.
Key Personnel
As detailed below, Key Personnel of the Prime for the City's scope have the required education,
experience and specialized training to successfully conduct a Business Case Analysis of the City of Miami
Beach's resiliency initiatives.
I Princieleidel Principal-In-Charge Valerie Seidel is ideally suited to this
project. Ms. Seidel has served as Principal-in-Charge, project
Principal-In-Charge manager and/or lead technical professional on numerous
EDUCATION: Master of Commerce, projects with specific focus on coastal risks. Ms. Seidel's
Economics,University of Sydney,AU experience in economic analysis has focused on natural
resource and infrastructure questions, frequently involving
EXPERIENCE:25+years both qualitative and quantitative estimation of policy
SPECIALIZED TRAINING:Cost-benefit implications for stakeholders. She is a resourceful and open-
analysis;econometric modelling of minded practitioner that maintains an awareness of emerging
property value impacts;construction models, techniques and technical skills through frequent
cost and risk modelling; probabilistic participation in technical conferences and educational
modelling for infrastructure analysis; seminars. Ms. Seidel completed her graduate work in
underwriting and risk analysis for Economics at the University of Sydney,and post-graduate work
lending and secondary at UCF.
market/investor transactions Ms.Seidel has designed and led contingent valuation models to
estimate public willingness to pay for infrastructure and natural
resources, hedonic studies estimating environmental amenity
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The Balmoral Group Response
Miami Beach-RFQ 2017-300KB
Business Case Analysis of the City of Miami Beach Stormwater Resiliency Program
values that are capitalized into property values,and analyzed industry surveys and conducted interviews
with industry experts concerning sensitive issues of proprietary information, including operating costs,
supplier terms, and revenue expectations. She has presented original research modeling the predicted
cumulative impacts of land use decisions on water quality, biodiversity, and conservation and
preservation efforts.Ms.Seidel is well-versed in the complex interactions between Florida's development
patterns and population,infrastructure investment,and unique coastal and climate issues.
In addition to her focus on economic study, Ms. Seidel has a diverse background that includes ten-year
tenure as a federal regulator in the banking industry,specifically dealing with failing financial institutions.
Her responsibilities included preparing and presenting business cases to support decisions pertaining to
initiation,settlement,or strategic changes in litigation matters;and asset valuation and risk modeling for
real estate and loan portfolio assets acquired by FDIC and disposed through secondary markets. She
worked closely with expert witnesses in a variety of disciplines and understands the importance of
processes and documentation that withstand scrutiny.
I Craig Diamond
Project Manager Craig Diamond,will serve as Project Manager. Mr. Diamond is
an experienced scientist, planner,economist and educator. As
a Miami-Dade County native, he is very familiar with the
EDUCATION:M.S.,Environmental topography,development and coastal issues the City of Miami
Engineering,University of Florida Beach faces and the import of future decisions. Mr. Diamond
EXPERIENCE:35 years has more than 12 years' experience in local government land
use planning and examined the environmental and economic
SPECIALIZED TRAINING:Cost- impacts of sea level rise and climate change on south Florida
benefit analysis;probabilistic for the US EPA. Mr. Diamond led technical efforts for several
modelling for infrastructure cost-benefit analysis projects completed by Balmoral for
analysis;hedonic modeling for coastal communities.
capitalization of amenity values;
benefits transfer techniques of As former Chief of State Planning for DCA/DEO he oversaw the
literature values state's hazard mitigation and community resiliency program,
including the state's efforts to update the mapping of the
Coastal High Hazard Area. He conducted multiple economic
assessments of county-level updates of the state's Coastal Construction
Control Line and was lead author of the Florida's Coastal Barrier Island Jennifer Nunn, P.E.
Resource Manual. He is recognized by the Division of Administrative Deputy Project Manager
Hearings as an expert witness in water resources science, water
resources planning, environmental science, and comprehensive EDUCATION:M.S.,Civil
planning. Mr. Diamond is credentialed in stakeholder facilitation and is Engineering Water Resources,
well-regarded for his ability to lead complicated projects. University of Central Florida
Jennifer Nunn,P.E,D.WRE,Deputy Project Manager,has more than 12 EXPERIENCE:12 years
years' experience in engineering, with a focus on stormwater SPECIALIZED TRAINING:
management and permitting. She is an expert hydrologist and has been CatchmentSlM,WaterRlDE,
recognized with the Diplomat in Water Resources Engineering title bythe ARCMap
American Society of Civil Engineers, acknowledging her expert status in
hydrology. Her experience includes stormwater management design for Florida Professional Engineer
major and minor roadways, wet and dry systems, collection system No.70709
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design, pollution abatement calculations, exfiltration, and multi-basin design projects. Jennifer has
designed stormwater management systems and assessed flood risk I Sherman Klaus,P.E.
throughout the State of Florida,and will provide meaningful input to
any water-resource related issues. Transportation Director
Sherman Klaus, P.E., is Transportation Director at The Balmoral EDUCATION: B.S.,Civil
Group,and has over 22 years'experience in engineering,with a focus Engineering,Washington State
on roadway, signing and pavement design. His experience includes University
roadway project management, roadway design, RRR design, EXPERIENCE: 22 years
stormwater design and permitting, and coordination with utilities,
military and local government stakeholders. Clients include the SPECIALIZED TRAINING: MOT,
FDOT, Florida's Turnpike Enterprise and the Central Florida AutoCAD,Outstanding accuracy
Expressway Authority. Sherman is a skilled practitioner with In Quantities estimates
fastidious attention to detail, which clients value for the ease with Florida Professional Engineer
which his plans convert to a smooth construction process. No.58262
IPaul Yacobellis
Research Economist Paul Yacobellis is a Research Economist. His experience includes
EDUCATION:M.S.Statistics,Data complex econometric modeling, sophisticated geospatial
Mining, University of Central modeling, statistical analysis, and data mining skills. Mr.
Florida Yacobellis developed original algorithms to forecast land use
conversion and population density spatially throughout Florida,
EXPERIENCE: 15 years relevant which over the past five years has proven remarkably accurate—
experience his 2010 estimate of parcel changes by 2015 in Hillsborough
SPECIALIZED TRAINING:Travel County,has proven accurate to within three parcels(he predicted
cost studies for estimates of they would change and they did not, or vice versa). He has
spending;Benefits transfer collected and analyzed information from a variety of sources
techniques of literature including surveys,focus groups,structured interviews and agency
nonmarket values;GIS Analysis data for recent projects for Pompano Beach, Palm Bay, Martin
and'R'programming for County, Orange and Seminole Counties and numerous local
econometric modeling councils in Australia.
Alicia Barker
Research Economist Alicia Barker has collected and validated Research Economist
raw data and assisted with GIS and statistical modeling to
support a wide variety of economic projects, including several EDUCATION:B.S.,Economics,
coastal studies (Martin/Okaloosa counties cost-benefit, IRL University of Central Florida
Seagrass I & II, Old Bar & Lake Cathie CBAs). Other relevant EXPERIENCE:6 years
projects include the SJRWMD Urban Water Use Estimates
project which assessed population growth and density of SPECIALIZED TRAINING:
development as drivers in long-term land use and water use,and Econometric&statistical modeling;
Calibration of Benefits transfer
the Orange County optimization/water quality study which used values;Cost-benefit analysis;GIS
ecosystem services values to evaluate costs and trade-offs of Analysis and'R'programming
operations and maintenance practices and their effects on TN
and TP in impaired water bodies.
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I Cortney Cortez is a Research Economist. She is currently
Cortney Cortez
supporting hedonic modeling of waterway amenity values in
Research Economist three Florida counties including Miami-Dade and Broward,
EDUCATION:B.S.,Economics, studies of natural resource values through travel cost and
University of Central Florida recreation demand studies of Florida's state parks, and choice
modeling for water security projects (dams) in Australia which
EXPERIENCE:4 years estimate ecosystem services values for listed species, sacred
SPECIALIZED TRAINING: Hedonic places (aboriginal caves) and flood management. She has
modeling;Choice modeling for collected and validated raw data and assisted with GIS and
contingent valuation studies; statistical modeling to support a wide variety of economic
Econometric&statistical projects,land use analysis and planning studies conducted by The
modeling;Calibration of Benefits Balmoral Group. Having grown up on Florida's coast, Cortney is
transfer values;Cost-benefit an efficient and effective researcher with a strong background in
analysis;GIS Analysis and'R' coastal and climate issues.
programming
2.1.1 - 100 Resilient Cities
The Balmoral Group is familiar with the 100 Resilient Cities Program, and its staff has worked with the
South Florida Regional Climate Change Compact(which includes Greater Miami),through prior oversight
of DEO's community resiliency program. Sub-consultants Chen Moore and Associates and
Cummins 1Cederberg have conducted work for the City of Miami Beach in the context of the City's
participation in 100 Resilient Cities,which is dedicated to helping cities become more resilient to physical,
social and economic challenges. The City of Miami Beach is part of the 'Greater Miami and the Beaches'
location which has highlighted coastal/tidal flooding,sea level rise and failing infrastructure among the
area's unique stresses. Specifically, Chen Moore addressed sea level rise in the City at both the Sunset
Islands 3&4 and Central Bayshore South Neighborhood Improvement projects.
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2.2 Qualifications of Proposer Team
The team proposed by The Balmoral Group will provide the City of Miami Beach a unique combination
and balance of experience in the areas of economics, engineering and real estate/finance that can be
directed at the City's issues of vulnerability and its response to risk. The Balmoral Group has successfully
worked with each of the proposed sub-consultants on a variety of engineering and economic analysis
projects.
Figure 1 provides an overview of the team and key personnel,followed by a brief description of each team
member.
Figure 1. Proposed Organizational Chart
Miami Beach
O The Balmoral Group City Project Team
O Chen Moore
O CumminsICederberg
O GAI
Craig Diamond Valerie Seidel
Project Manager Principal-in-Charge
-----------------------
Economics Fiscal Coastal Jennifer Nunn,P.E.
tp-vrarr Owen Beitsch,Ph.D. Jannek Cederberg Deputy PM,Eng.
Paul Yacobellis Real Estate Coastal Engineering
Research Economist
Sherman Klaus,P.E.
Roadways
Steven McDonald Jason Cummins
Alicia Barker Real Estate Coastal Engineering
Research Economist Jose Acosta,P.E.
Infrastructure,
Gina Chiello Utilities
Cortney Cortez Mitigation
Research Economist
Patrick Kaimrajh.
P.E.-Infrastructure
Gregory Mendez,
P.E.-Infrastructure,
Utilities
Jose McCrae
Construction
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Table 2.Team Experience and Project Roles
1111111.11111111
Years
Degree Role for Key Personnel Exp.
Valerie Seidel Master of Commerce, Principal Economist; Principal-in-Charge 26
Economics
Craig Diamond M.S., Environmental Project Manager, coordinator of real estate 35
Engineering market sub-consultant and economics staff,
intergovernmental coordination
Jennifer Nunn, P.E. M.S., Civil Engineering Engineer; Deputy Project Manager,technical 12
reviews (stormwater) and coordinator of
engineering sub-consultants
Paul Yacobellis M.S. Statistics Research Economist; CBA analysis & 14
econometric/GIS modeling
Alicia Barker B.A., Economics Research Economist; GIS, econometrics 6
Cortney Cortez B.S., Economics Research Economist; CBA analysis 4
Sherman Klaus, P.E. B.S., Civil Engineering Engineer;technical reviews (roadways, ROW) 22
Jason Cummins, P.E. MSc Coastal Engineering, Coastal engineering; infrastructure analysis 12
B.S.Civil and Coastal
,,Engineering
Jannek Cederberg, P.E. IM.S Civil- Coastal and Coastal engineering; infrastructure analysis 19
Marine Engineering
Gina Chiello B.S. Marine Biology Environmental Scientist 10
Jose Acosta, P.E., Masters of Business Stormwater and infrastructure analysis 18
Administration, B.S. Civil
Engineering, Architectural
Engineering
Jose McCray Stormwater and infrastructure analysis 35
Gregory Mendez, P.E. BS, Engineering, Stormwater and infrastructure analysis 19
Architectural Engineering
Patrick Kaimrajh, P.E. BS, Civil Engineering Stormwater and infrastructure analysis 8
Owen M. Beitsch, PhD, Masters, Urban and Real estate markets subject matter expertise 34
FAICP, CRE Regional Planning infrastructure financing, fiscal impacts and
PhD Public Affairs insurance/lending advisory
Steven R. McDonald, M.A.Applied Economics Real estate markets subject matter expertise 25
CVA infrastructure financing, fiscal impacts and
insurance/lending advisory
Sub-consultants
Cummins I Cederberg is an exceptional coastal and marine engineering firm local to South Florida. The
firm is highly regarded for its experience in the design of coastal structures, marinas and ports using
advanced modelling, bathymetric surveying, soil borings, current and wave measurements. In addition,
they have significant experience in coastal and marine construction administration,which involves insight
into a number of pertinent disciplines. The firm, located in South Miami, is represented by Jason
Cummins, P.E.,Jannek Cederberg, P.E.,and Gina Chiello. Mr. Cummins has resided most of his life along
the waters of Southeast Florida and is intimately familiar with the local environment. Mr. Cederberg is
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from Denmark and earned his Master's degree in coastal engineering from the Technical University of
Denmark; as principal of Cummins I Cederberg he has directed several innovative and successful coastal
management projects in South Florida. Cummins I Cederberg supports Balmoral in its Districtwide Design
contract for FDOT, evaluating designs ranging from scour potential for repair/retrofit work on the
Sunshine Skyway Bridge to review of new bridge designs along coastal southwest Florida.
Chen Moore and Associates (CMA) is a multi-discipline consulting firm with offices in Fort Lauderdale,
Miami, West Palm Beach, Orlando and North Central Florida. Founded in 1986, CMA specializes in civil
and environmental engineering, landscape architecture, planning, GIS analysis and mapping, and
construction engineering inspection. The firm is a Florida State and locally-certified small business
enterprise firm. For the proposed project,Jose Acosta,P.E.,Gregory Mendez,P.E.,Patrick Kaimrajh,P.E.,
and Jose McCray will provide stormwater expertise and modelling/production as required; all are based
in the firm's Miami office. Chen Moore has completed a number of directly relevant projects in Miami
Beach and neighboring communities and is currently working with Balmoral on a roadway design project
in Central Florida.
GAI Consultants Community Solutions Group is a multi-discipline consulting practice integrating design,
planning, and economics. The Economics unit within Community Solutions Group conducts market
analyses,fiscal and financial analyses, coordination of business plans, and interaction with the brokerage
community. Dr.Owen Beitsch as Senior Director of Economics and Steven McDonald as Assistant Director
/ Chief Economist will provide subject matter expertise in real estate markets, infrastructure financing,
fiscal impacts and insurance/lending advisory. Dr. Beitsch has been managing complex planning studies
since 1983, with an interest in special issues confronting urban areas. He was named a Fellow in the
American Institute of Certified Planners of Planners in 2010; among other work, Dr. Beitsch authored
"Funding Infrastructure,an Overview"for the Real Estate Finance Journal and"Property Taxation,rhetoric
and reality in Florida: The unchanged burden" for Florida Planning. Mr. McDonald has performed bond
analysis and financial modelling for dozens of public and P3 transactions and entities, and was former
senior budget analyst at Disney and Osceola County;he is very knowledgeable of the complex relationship
between fiscal impacts, financial markets, and investor risk.
Selected Team Projects
Selected projects by the team relate directly to the City's scope with an emphasis on the design and
construction of stormwater and other infrastructure in the context of planning for sea level rise and
resiliency, and the financial and fiscal implications of major infrastructure decisions. Through this
experience, the team can vet assumptions and confirm or challenge findings as business case analysis
evolves.
14th Street Outfall and Seawall Project,City of Miami Beach (Cummins I Cederberg)
Client Contact: Michael Betancourt,954-640-4400
As part of the overall ligikkip
improvements associated
with the Miami Beach
Stormwater Master Plan, new
pump stations and outfalls �`v
were proposed at the 14th -
street end to facilitate the ,
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Business Case Analysis of the City of Miami Beach Stormwater Resiliency Program
discharge of water collected through the upland stormwater system. Cummins Cederberg was retained
by the Contractor to assist during construction with the engineering design of the position and support of
the 60" outfall through the existing seawall. Due to the accelerated schedule to meet fast approaching
king tides,Cummins Cederberg also provided construction engineering support during implementation of
the design,to ensure varying conditions encountered in the field could be addressed quickly.The existing
seawall consisted of a lightly reinforced concrete retaining wall supported by timber piles. A large cut in
the seawall was made to below the invert of the outfall pipe to accommodate the eschewed alignment.
The large outfall pipe was then supported by several pin pile sand concrete foundation. Ultimately, a new
reinforced concrete collar was placed around the pipe to secure the location and retain backfill.As a result
of the seawall age, limited cap elevation, number and size of existing outfalls, as well as a proposed
additional outfall of large size, a new seawall was proposed for the shoreline. Cummins Cederberg has
since designed a new concrete seawall to meet the recently specified higher cap elevations associated
with the increasing sea level rise. In addition,the seawall was designed with appropriate specifications to
accommodate the new stormwater outfalls,and provide a similar level service life as the new stormwater
system.
North District Wastewater Treatment Plan Resiliency Assessment,City of Miami(Cummins I Cederberg)
Client: Brown & Caldwell Client Contact:
Jennifer Leone, 561-515-6249 �'.�•
A technical assessment of design conditions was a40 �
conducted relative to the North District - - - `- :, •
Wastewater Treatment Plant (NDWWTP) to
evaluate potential sea level rise and storm surge '. ) ,r,�•
impacts as part of the Ocean Outfall Legislation. .,. '
Global and local sea level rise projections were L 4110 _
t
•
reviewed relative to application, uncertainty ,--
err
and service life of infrastructure. An evaluation •� CCM '4
•
of storm surge impacts was conducted. -
Historical records along with published data and studies were reviewed relative to application and validity.
Relevant data was reviewed, including information regarding historical storm tides in the vicinity,
historical hurricane tracks, approach angles, wind direction variations and relationship between storm
tide levels and wave impacts. The analysis indicated hurricanes with specific characteristics will cause a
higher level of storm tide at NDWWTP and the design hurricane identified.A desktop study was conducted
to preliminarily estimate the 100-year storm tide level for the NDWWTP. The preliminary analysis
indicated an alternative flooding scenario may exist apart from a direct hit near NDWWTP, which were
further analyzed through numerical modeling. Site specific conditions were reviewed relative to their
effect on storm tide and associated processes, such as existing mangrove habitat. The probability of
events with various return periods were estimated relative to varying service life allowing the Client to
make informed decision regarding the design and service life.
FEMA Coastal Engineering Analysis and Risk Mapping,Lauderdale-by-the-Sea (Cummins Cederberg)
Client: Key West by the Sea Condominium Association Client Contact: Eric Dehlinger, 813-286-9172
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Business Case Analysis of the City of Miami Beach Stormwater Resiliency Program
Cummins I Cederberg was retained to determine the risk for • i } _y
coastal flooding along a segment of the Broward County - =T'". .. ‘- "_; it, ._
_ .....-i.. ate-,,
shoreline. The Project included coastal engineering studies ' s- ''� , =" '�
and risk mapping according to FEMA standards.Surveying was t--e- -7 :,il- --t'
conducted to obtain updated shoreline conditions for the =z ,444-_,...=..„=7„ I, .
engineering analysis and input in the numerical model. -- _ _-= ��y zr, .
Data collection of offshore wind and wave data was =.� —" .. ` �,
conducted and statistical analysis of extreme events was -- ,01-.."411-07q... _ "'
performed. Design wind and waves were determined from ` ' _- • � , —✓.;�,_
various return periods for input into a numerical wave model.
Based on wave and beach conditions,an erosion analysis was Emma
conducted to assess wave and flood conditions during a 100-
year storm. The erosion analysis considered complete dune
removal, which along with an increased water level would allow offshore waves to propagate further
landward.
City Center Right-of-Way and Utility Improvement Project,Miami Beach (Chen Moore &Associates)
Client Contact: Maria Hernandez, RA(305.673.7071; 111 /-
mariahernandez@miamibeachfl.gov i- ..
The project encompasses approximately 24,000 LF of ROW infrastructure y ; 4'
�
improvements including:8,700 LF of 8-inchwater main replacements;sewer ,1; 4. a
improvements, stormwater drainage improvements; paving & grading; ifs. {,.:- _
roadway/traffic improvements (streets, sidewalks, curb and gutter, {`
drainage, traffic control devices including striping, signing and
channelization); streetscaping and landscaping enhancements; decorative, landscape and roadway
lighting improvements; and roadway reconstruction. Additionally, due to existing listed contaminated
sites within the proximity of the ROW improvements,environmental coordination, including site analysis
and consideration of the radius of influence, was necessary for coordinating dewatering operations. Due
to the existing mixed residential and commercial environment of this neighborhood,special design efforts
were made to incorporate walkable community elements including meeting all ADA requirements,
.iq providing street furniture, providing bicycle paths, upgrading sidewalks,
it '' Vi- incorporating specialty treatments at crosswalks, landscaping
1''— ' `� improvements with specialized tree wells to provide a walkable surface and
fi �_+{' bulb outs to increase pedestrian friendliness and safety. This project also
'-'111- required extensive coordination with the public, adjacent CRAs, historic
w -P. districts and various regulatory agencies.
South Pointe Phase III/IV/V-Right-of-Way Improvement Project, Miami Beach(Chen Moore &
Associates)
Client Contact:Carla Dixon, 305.673.7000 ext. 6264, carladixon@miamibeachfl.gov
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Business Case Analysis of the City of Miami Beach Stormwater Resiliency Program
The project encompasses approximately 19,000 LF of ROW ' F• .. .'s
infrastructure improvements including 9,300 LF 8" water main i a - a '.,L,
replacements, stormwater drainage improvements, paving & , l 411ii
"%
grading, streetscaping enhancements, landscaping a. 74H- "'�
improvements, lighting improvements, and roadway t a' ,a a .11 -{
Ximeh•reconstruction. Additionally, due to existing listed contaminated , .. ` '} .
sites within the proximity of the right of way improvements, ''r• •#;- '01li1..tt`H
environmental coordination including contaminated sites analysis >„Wi�� ' . III
and consideration of the radius of influence was necessary for t t -;.. .t - ' '
11���
coordinating dewatering operations. Due to the existing mixed `1-. e j YRS ' ••^1
residential and commercial environment of this neighborhood,
special design efforts were made to incorporate walkable ..;,
community elements including meeting all ADA requirements, .
providing street furniture, providing bicycle paths, upgrading y . `
, A,
lidl ,
sidewalks, incorporating specialty treatments at crosswalks, • .—..-,
landscaping improvements with specialized tree wells to provide • 'cz
a walkable surface and bulb outs to increase pedestrian ., t
friendliness and safety.This project also required extensive coordination with the public, adjacent CRAs,
historic districts and various regulatory agencies.
100 Resilient Cities
Sub-consultants Chen Moore and Associates and Cummins I Cederberg have conducted work for the City
of Miami Beach in the context of the City's participation in 100 Resilient Cities, which is dedicated to
helping cities become more resilient to physical,social and economic challenges.The City of Miami Beach
is part of the'Greater Miami and the Beaches' location which has highlighted coastal/tidal flooding,sea
level rise and failing infrastructure among the area's unique stresses.Specifically,Chen Moore addressed
sea level rise in the City at both the Sunset Islands 3 & 4 and Central Bayshore South Neighborhood
Improvement projects.
39IPage
Craig Diamond
Regional Manager, Economicsroup
Mr. Diamond has more than 35 years' experience and expertise as a water resource scientist,
planner, and resource economist.As Chief of State Planning, he oversaw the FL Department of
Community Affairs hazard mitigation and resiliency planning efforts and was responsible for two
local government hazard mitigation plans. He has taught graduate-level environmental planning
and resource economics classes within the State University System and has conducted
extensive GIS-based research on natural resource conflicts, land use and land economics, and
related topics. He has been admitted by the Division of Administrative Hearings as an expert
witness in environmental planning and comprehensive planning, as well as water resources
science,water resources planning,wetlands science, and environmental science. Mr. Diamond
is an alumni of the Florida Natural Resources Leadership Institute, and holds a Master's Degree
in Environmental Engineering Sciences.
Years Experience
Related Experience: 32
Infrastructure Cost-Benefit Analysis Education
University of Florida
Cost-Benefit Analysis of Options to Protect Old Bar from Coastal Erosion,NSW Master of Science Environmental
Office of Environment and Heritage—Conducted a Cost—Benefit Analysis,which Engineering Sciences, 1984
considered the social, economic, and environmental implications of four coastal Union College,New York
protection options. The project entailed the development of a GIS geodatabase of Bachelor of Science, Mathematics, 1976
property attributes, demographics, and engineers'estimates of hazard probabilities.
The analysis was scrutinized and well received by OEH, NSW Treasury, the Professional Affiliations
Department of Environment,the Coastal Council and Greater Taree Council. eb• Florida Natural Resources Leadership
Institute Alumni Association:Board
Cost Benefit Analysis of Coastal Protection Measures at Lake Cathie, NSW Member(2011 —2016)
Office of Environment and Heritage— Estimated economic costs and benefits of rb„ Florida Lake Management Society,
options to manage coastal erosion. The project analyzed 10 options, including Northwest Chapter:
combinations of armoring, beach renourishment and planned retreat. The project Vice President(1999-2001)
used spatial analysis of GIS data and incorporated probabilistic profiling of coastline Florida Association of Environmental
recession.
Professionals, Northwest Chapter:
Lachlan Valley Water Security Project, Phase II, Cost Benefit Analysis, Water • Treasurer(1995—1999)
New South Wales -Conducted research relating to the environmental economics • Vice President(2003—2004)
components of the study, including flood risk, probabilities of system effectiveness, Research Fellow at the Florida Institute of
willingness to pay for reduced water restrictions, and impacts to tourism, wetlands Government at Florida State University,
and heritage sites. Developed project-specific estimates of non-market benefits. Tallahassee, Florida
Shingle Creek Basin Stormwater Priorities Benefit Cost Analysis, Osceola
County—Developed and applied a cost benefit methodology to four priority stormwater improvement projects.In addition to incorporating
direct cost data provided by Geosyntec and Singhofen Associates, Inc.,developed estimates for O&M expenses, indirect costs(loss of
ad valorem), nonmarket costs(loss of habitat), community benefits (avoided flood losses),and recreational and environmental benefits
tied to water quality improvements.
Cost-Benefit Analysis Tool, Sydney Catchment Authority— Contributed to the layout and data development (based on industry
research, literature review, and past project results) for a cost-benefit analysis tool and protocol to assess proposed storm water and
sewer projects under the Priority Pollutants Infrastructure Grants Program.
Fish Passage Benefit-Cost Analysis, State Water Corporation - Conducted research relating to the environmental economics
The knowledge you need, the integrity you trust r,rr
40
Craig Diamond7,r l
Regional Manager, Economics la amoral
components of the study, including probabilities of effectiveness, willingness to pay for fishway benefits, and avoided costs for fish
stocking and management. Developed location and project-specific estimates of non-market benefits.
Stormwater Pond Sustainability Study, Orange County-Prepared economic benefits associated with alternative concepts,including
avoided costs and community or environmental benefits for project initiated to reduce/eliminate mowers (cost and emissions), and to
create several sustainable pond schemes that can be applied County-wide. Selected representative pond site examples from a GIS
database of over 1,500 ponds in order to assess pond vegetation concept scenarios with projected costs.Based on the economic analysis
of the individual pond scenarios, the cost-benefit was extrapolated on a county-wide basis based on pond feasibility (issues, criteria,
constraints). Demographic and site variables that may influence successful implementation were incorporated into the analysis to allow
for spatial variability across the County.
Stormwater, Other Capital Improvements and Sustainability Planning
Street Sweeping Program Optimization Study, Orange County—Contributed to a GIS analysis of Orange County street sweeping
programs to optimize sweeping frequency and material collected.Conducted QA/QC of data and developed algorithms to tabulate system
efficiencies and pollutant removal rates.
Countywide Stormwater Needs Assessment Master Plan, Orange County— Reviewed and prioritized more than one hundred
stormwater management projects using econometrics and GIS analysis; engineering aspects of flooding, erosion control, and water
quality issues were evaluated against demographics,cost,and physical/topographic features to optimize costs and benefits.
Orange County Low Impact Development(LID)Practices Design Manual—Prepared LID Concept Plan based on the Orange County
LID Practices Design Manual,prepared by Geosyntec Inc.,for the Board of County Commissioners.The LID concept plan utilized seven
practices outlined in the LID Design manual (pervious pavement, swales, raingardens, planter boxes, tree box filters, curb cuts and
inverted medians, and stormwater harvesting). The resulting design resulted in smaller retention facilities and additional space for
development.
Indian River Lagoon TMDL Prioritization Study,St Johns River Water Management District—Assisted with development of a GIS
model of the Indian River Lagoon basin using existing shoreline,bathymetric,geographic and physiographic data.Assembled seagrass
coverage as most recently mapped and compared with the proposed restoration and re-growth of historical segments. In addition,
quantified changes in recent and restored seagrass coverage as a function of sea level rise and changes in water quality pursuant to
BMAP implementation.
Comprehensive Code & Ordinance Review, City of Casselberry— Reviewed existing City policies and regulations for possible
changes that would encourage re-development,promote green/LID practices,and resolve inconsistencies between elements,reviewed
a proposed ordinance to address illicit connections and illegal discharges to the City's municipal separate storm sewer system(MS4)
The knowledge you need, the integrity you trust
41
Valerie Seidel
President, Principal Economist
mip
• Valerie Seidel is President and Principal Economist of The Balmoral Group. Her economics
experience has focused on infrastructure and natural resource valuation, GIS/statistical models
of resource allocation and optimization, and cost-benefit analysis. She has completed projects
researching economic impacts of development and environmental policies, development and
population patterns, and application of econometric methods. Prior to her focus on economic
study, Ms. Seidel's work experience included contract management, marketing, sales,
technology and operations. She has proven ability to manage detailed and sensitive projects
successfully, participate in public forums to address concerns of stakeholders, and generate
innovative solutions to complex issues.
Years Experience
32
Related Experience: Education
University of Sydney,Australia
Stormwater Pond Sustainability Study, Orange County—Project Manager.This Master of Commerce in Economics
project investigated the feasibility of reducing or eliminating traditional mow-and-spray ' University of Central Florida
maintenance for cost and emissions reasons,and to create several sustainable pond Post-graduate studies:
schemes that can be applied County-wide, based on a matrix of criteria. Environmental Economics
Representative pond site examples were selected from a GIS database of over 1,500 e University of Tampa,
ponds to assess conceptual pond vegetation scenarios with projected costs. The Bachelor of Science Accounting,
Balmoral Group prepared economic benefits associated with alternative concepts, Economics
including avoided costs and community or environmental benefits. Based on the
economic analysis of the individual pond scenarios,the cost-benefit was extrapolated Professional Affiliations
on a county-wide basis based on pond feasibility (issues, criteria, constraints). Leadership Florida Class XXXI
Demographic and site variables that may influence successful implementation were American Applied Economics Association
incorporated into the analysis to allow for spatial variability across the County. e%0 Chair,Children's Home Society of Florida
Optimizing Capital Needs-The study evaluated the optimal allocation of resources for over 1,000 stormwater management projects in
Orange County. Presented with a backlog of approved projects,management faced the daunting task of prioritizing capital projects that
had been documented by different engineers using different design specs,approaches,and cost estimate techniques.Using econometric
techniques and GIS analysis, engineering aspects of flooding, erosion control, and water quality issues were evaluated against
demographics, cost, and physical/topographic features to optimize costs and benefits. The analysis assigned a realistic prioritization
methodology for ongoing use by the County,which can be updated as projects are completed or added,or as the relative importance of
different project aspects change.
Permanent Manager,Gulf Consortium -Principal in Charge,overseeing management of Florida Oil Spill Impact funding(approximately
$300million) for the 23 Gulf coastal counties in Florida, including Board administration, budgeting, coordination of grant requests with
U.S.Treasury,and all communications with 23 county commissioners and 6 governor's appointees.
Chair, FDEP Water Resources Council- Principal in Charge, overseeing management of this legislated entity which coordinates all
long-term water monitoring activities among govemment bodies charged with managing or monitoring Florida waters, per Section
373.026(3), Florida Statutes. Responsible for agenda management,Council administration,and committee coordination among twenty-
one stakeholders through meetings,projects,and online resources.
Cooperative Funding Initiative Project metrics evaluation, Southwest Florida Water Management District—Reviewed the project
evaluation metrics and rankings utilized by the District to assess applications for cost-sharing on Natural System Restoration, Water
Quality, and Flood Protection projects. Compiled and analyzed cost-effectiveness datasets; developed a plan for comprehensive
revisions to existing evaluation metrics.
The knowledge you need,the integrity you trust TM
42
Valerie Seidel )
President, Principal Economist BSC moral
Group
Perimeter Improvement Districts(PCIDs)Fiscal and Economic Impact Analysis—Principal.Evaluated fiscal and economic impacts
of the proposed GA-400/I-285 interchange enhancements in metro Atlanta,as well as two completed transportation improvement projects
(Ashford-Dunwoody Diverging Diamond Interchange and Hammond Drive Half-Diamond Interchange). Using REMI Transight output and
coefficients, performed detailed calculations to quantify estimated revenue generation by corporations, local and state governments,
employment, business growth, changes in commercial real estate values and detailed analyses of industry sectors within the region.
Formally presented results to PCID Board and membership January 2015. Subconsultant to RS&H
Development of a Coordinated Watershed Approach for Linking Compensatory Mitigation and Tampa Bay Habitat Restoration
Goal, Tampa Bay Estuary Program—Project Manager for Economic component of this EPA-funded project,which combined biological,
hydrologic and economic models to establish a fifty-year plan for wetland mitigation and restoration sites. Employed economic modelling
to iteratively forecast land use changes, based on future land values and ecological values, and to determine appropriate targets and
locations for sustainable mitigation.Partners from private industry,mitigation banks,government agencies and regulators were engaged
to link federal,state and local wetland regulatory requirements to the long-term plan via formal agreement.
Coastal Resiliency Management Alternatives, Cost-Benefit Analysis, Florida Department of Economic Opportunity— Project
Manager.Evaluated the costs and benefits of alternative adaptation strategies for coastal resiliency.The project used economic principles
to develop pilot policies for managing and mitigating issues related to coastal resiliency that are suitable for Martin and Okaloosa Counties'
comprehensive plans. Parcel-level analysis estimates the change in relative benefits from different policy alternatives over time, and
calculates the value of incentives necessary to successfully implement specific policies. Factors included in the analysis range from
property values, to impacts on public infrastructure and natural resources. Funded by NOAA, the final deliverable is intended to be a
template transferrable to all coastal Florida counties.
Clay County Economic Development Strategy—Project Manager; Developed strategic plan with measurable metrics and designated
implementation roles and responsibilities, using key stakeholder and community input, statistical and econometric analysis, and EDC
board partnerships. Significant infrastructure investments by the State prompted the review and were a significant catalyst in the plan.
Benefits Measurement Project - Regional Connectivity Program, Victoria Department of State Development Business and
Innovation—Principal.This project is designed to provide insights into the success of the rollout of the Regional(intemet)Connectivity
Program along 5 key regional train lines.GIS,economics and survey techniques are used.Project objectives include identifying optimal
staging of efforts to address telecommunications"blackspots"in view of economic development impacts.
Martin County Economic Development Strategy,Martin County Board of County Commissioners—Project Manager. Conducted
extensive interviews with County Department heads and County Commissioners,held stakeholder focus groups,and managed an online
survey of more than 12,000 local businesses to identify economic development strategies for the County.Evaluated socio-economic and
demographic trends and examined retail behavior for the County's seven CRA's and nearby retail corridors. The project was framed
within the county's commitment to manage growth and constrain public investment while adhering to the comprehensive plan and the
community's high quality of life.TBG prepared implementable economic development strategies which were unanimously adopted.
Analysis of Source Water Protection Programs, Tampa Bay Water— Project Manager. This project identified the best means to
protect Source Waters for Tampa Bay Water from a comprehensive list of options,ranging from land acquisition or protective ordinances
to expanded water quality monitoring and public outreach programs. Iterative surveys of expert panels and constituent leaders,detailed
econometric modelling, and cost benefit analysis of final alternatives were used to prioritize alternatives that are most feasible and cost
effective given financial, political, logistical, and other constraints. Costs and benefits evaluated include staff resources, environmental
costs and benefits,social costs and benefits,and engineering/physical costs and benefits.Teamed with Atkins.
Economic Contribution Analysis, Florida Inland Navigation District— Project Manager. Prepared detailed metrics quantifying
marine-related assets ranging from waterway access to supporting industry, land uses and property values. Conducted input-output
analysis to estimate economic contribution of waterways including income from"hidden"economic sectors. As invited speaker,presented
results to Atlantic Intracoastal Waterways Annual Conference.
The knowledge you need,the integrity you trust I"
43
(.-1:
Jennifer A. Nunn, P.E., D.WRE The
Vice Presidentmoral
.. —Group
wow-
Jennifer Nunn, a Project Manager at The Balmoral Group, has twelve years of experience in
engineering, with a focus on stormwater management and permitting. Her experience
includes stormwater management design for controlled access, major and minor roadways,
roadway design, rail design, site layout, wet and dry systems, collection system design,
pollution abatement calculations, exfiltration, and multi-basin design projects. Jennifer
focuses on utilizing software such as CatchmentSlM,waterRlDE, and ARCGIS, to assist with
the design and evaluation process. She has designed stormwater management systems in
ir.
�;�� SWFWMD, SJRWMD. SFWMD and SRWMD.
,- • Years Experience
' _ 12
Professional Registration
Florida Professional Engineer No.70709
Related Experience: Virginia Professional Engineer No.53481
95(SR 9) from 1-295 to J. Turner Butler Blvd(SR 202), Duval County, FDOT Software Proficiency
District Two—Project Engineer for the preliminary drainage design associated with ICPR v4,CatchmentSlM,WaterRlDE, GIS
evaluation of adding lanes to 1-95 (SR 9) from 1-295 to J. Turner Butler Blvd (SR
202). As part of this effort, a pre- and post-development model will be compiled in Education
ICPR to evaluate whether stormwater management facilities can be located .b University of Florida
entirely within the existing right-of-way footprint. Existing conditions model will be Bachelor of Science in Civil Engineering
compiled using the best available data including LiDAR, existing studies, plans, &.. University of Central Florida
and permit information, Master of Science in Civil Engineering
Concept, Feasibility and Mobility Study for the Poinciana/1-4 Connector Water Resources
Expressway, Osceola and Polk Counties, Central Florida Expressway Professional Affiliations
Authority— Project Manager and Lead Engineer responsible for the overall pond
siting analysis,floodplain evaluation, and location hydraulics analysis for feasibility (b. American Society of Civil Engineers
study for the 30 square mile study area,which includes the Poinciana Parkway and East Central Branch Environmental
Water Resources Institute
extends to 1-4. The conceptual alignments evaluate three (3) separate interchange &,, Diplomate,Water Resources Engineer
locations at 1-4 as well as crossing the Reedy Creek Mitigation Bank. Evaluation of American Academy of Water
the required improvements to the existing Poinciana Parkway are also considered Resources Engineers
in this feasibility study. There is one regulated floodway within the project area,
Davenport Creek. For the floodplain and environmental permit data collection, an extensive desktop review was performed and
included collection of existing permits(approximately 340 permits)and plans, basin studies, FEMA/FIS report, NRCS soils,existing
land cover, future land use and assembly of this information into a GIS geodatabase for easier evaluation. For the floodplain
compensation analysis, the100-year and seasonal high water elevation was estimated using the best available data from the
desktop review for the fifty-one (51) FEMA mapped floodplains. A more detailed calculation using the cut/fill analysis tool in GIS
was used for the preferred alignment. For the pond siting analysis, attenuation and water quality volume was estimated for the
conceptual alignments,with approximately forty(40)basins. For the preferred alignment,data from the desktop review was used to
estimate reasonable pond sizes. Using the SFWMD ArcHydro database,fourteen(14)major hydraulic crossings were identified and
the velocity method was used to estimate proposed sizes for the cross sectional area required to convey flow. Responsibilities
included project management, analysis guidance and review, compilation of memos, external and internal communication, quality
control of GIS deliverables,and review of results for practicality and reasonableness.
Alternatives Analysis for the Powell Watershed, Hernando County, Southwest Florida Water Management District-Project
Manager responsible for overseeing and providing technical guidance for the detailed alternatives analysis for the Powell watershed
in Hernando County, FL. Extensive coordination was required with SWFWMD, Hemando County, and the project assistance
The knowledge-you need, the integrity you trust TN
44
Jennifer A. Nunn, P.E., D.WRE
Vice President Bic moral
�Grtiup
consultant to document design decisions and methodology processes. Tasks included developing the project plan, assessing the
Level of Service (LOS), developing a surface water resources assessment (SWRA), and evaluating best management practices
(BMPS) for the 7.4 square mile Powell watershed in Hernando County, Florida. Watershed-specific ModelBuilder tools in ArcGIS
were created and implemented to aid in the quality control of specific parameters based on the methodology document, Approach
to Assessing Level-of-Service, Surface Water Resources,and Best Management Practice Alternatives for Watersheds in Hernando
County, Florida. As part of the BMP evaluation, fourteen BMP locations were identified and coordinated with SWFWMD and
Hernando County on site selection following a county-tailored ranking analysis. Five BMP locations were selected to develop
conceptual schematics,perform routing calculations,evaluate the cost-benefit ratio, and determine the pemiitability.
Orange County Low Impact Development(LID)Practices Design Manual, Orange County,FL— Project Engineer tasked with
the preparation of the Traditional and LID Concept Plans and stormwater calculations in coordination with the Orange County LID
Practices Design Manual, prepared by Geosyntec Inc., for the Orange County Board of County Commissioners. The purpose was
to development two concept plans, a Traditional and an LID concept plan and the associated stormwater calculations to serve as a
comparison for the LID concepts presented in the manual. A technical memorandum was prepared which details the stormwater
design of each concept plan as well as provides capital and maintenance costs for comparison purposes. A representative
development area within the vicinity of Horizons West, located in west unincorporated Orange County, was selected as the site
location.The Traditional concept plan utilizes a dry retention pond to treat and attenuate runoff from the commercial site and utilizes
a wet detention and dry retention facility to treat and attenuate runoff from the multi-family site. Pollutant removal is also provided in
the three ponds. The LID concept plan utilizes each of the seven (7) practices outlined in the LID Design manual: pervious
pavement, bioretention swales, raingardens, planter boxes, tree box filters, curb cuts and inverted medians, and stormwater
harvesting. In addition to these techniques, two dry retention ponds are proposed to assist with water quality, water quantity, and
nutrient loading criteria.
Orange County Shingle Creek Watershed HydroNetwork Development, Orange County,FL—Project Manager responsible for
creating a Hydronetwork Feature Dataset used to support the generation of the hydrologic geometric network, which provides the
connectivity between features to identify which direction water flows in the northern areas of the Shingle Creek Watershed in
Orange County. The project area covers approximately 40.4 square miles of the watershed. The predominant task included permit
research and existing plans collection and the digitization of primary infrastructure from that information.Tasks also included review
and evaluation of existing survey information, incorporation of previously digitized information, and field review. Ms. Nunn oversaw
the coordinated efforts of multiple pieces of the incorporation, migration, and digitzation processes as well as a implemented a
thorough QA/QC plan which included project specific QC routines to check that digitzation was reasonable, descriptions were
accurate,and hyperlinks were established to the reference source.
10th Avenue from Riverside Drive to 17th Street Feasibility Study, Manatee County, FDOT District One— Project Manager
responsible for the drainage concepts and design related to the feasibility of Complete Streets for 10th Avenue within the City of
Palmetto. Drainage and permitting efforts include reviewing nutrient criteria for discharge to Tampa Bay, developing method of
calculating existing nutrient loading,due diligence for OFW and Reasonable Assurance Plan for FDPE/TBEP, reviewing SWFWMD
stormwater permitting requirements and evaluation of proposed Low Impact Development(LID)BMPs.
Wekiva Parkway 429-203, Orange County, Central Florida Expressway Authority— Project Engineer assisting in the overall
drainage design of the 2.4 mile stretch of Wekiva Parkway between Ponkan Road and just north of Kelly Park Road through
Orange County. Ms. Nunn provided oversight over the existing and proposed conditions ICPR model and reviewed the Lake Victor
FEMA floodplain analysis to establish the BFE. Due to the closed depressions and perched water tables throughout the corridor,
the stormwater management design included floodplain compensation ponds, ponds with attenuation only (no percolation was
modeled), and ponds designed to hold back-to-back storm events due to the lack of discharge locations. The post-development
model demonstrated no impacts to the existing 100-yr stage. Permits were obtained through FDEP. Project is currently in
construction.
The knomled,e you need, the integrity you trust rr
45
Sherman Klaus
�x
Project Manager Ba moral
_ _-‹--'Croup
Sherman Klaus, P.E., Transportation Director at The Balmoral Group, has over 22 years
experience in engineering, with a focus on roadway, signing and pavement marking design.
His experience includes roadway project management, roadway design, RRR design,
stormwater design and permitting, signing and pavement marking design. Recent clients
Ifi ,
-. include the FDOT Districts Two, Three, Four, Five, and Florida's Turnpike Enterprise and the
Central Florida Expressway Authority.
if:: '4
Years Experience
�� 22
,; Professional Registration
' Florida Professional Engineer No. 58262
North Carolina Professional Engineer No.033338
Related Experience:
Casselton Drive from SR 436 (Semoran Boulevard) to Greencastle Education
Boulevard), Seminole County, City of Casselberry-Project Manager for Washington State University
the road diet project of approximately 0.5 mile of Casselton Drive within the Bachelor of Science in Civil Engineering
City of Casselberry. The proposed modifications consisted of reducing the
existing 48-foot wide Casselton Drive to a two-lane roadway with a 24-foot Professional Affiliations
pavement width. Modifications include resurfacing of existing pavement to e ., American Society of Civil Engineers
remain, replacement of the existing storm drain collection system, ' American Society of Highway Engineers
reconstructing curb and gutter, replacing the existing sidewalk on the west (Director)
side of the roadway with an 8-foot meandering shared use path, adding
sidewalk on the east side to provide sidewalk connectivity to residential areas,signing,pavement marking and landscape.
SR 5/US 1, Duval County, Florida Department of Transportation District Two - Engineer of Record for the widening of Philips
Highway from a four-lane rural section to an eight-lane urban section including median and bicycle lanes in Jacksonville, Florida,
this involved substantial utility coordination efforts within a restricted right of way. This highly developed corridor included multiple
businesses and intersections with several major arterials, including 1-95. Right-of-Way was required for pond sites, corner clips,
signal poles,guide signs and construction easements.Value Engineering was performed after the Phase II submittal. Original role
as the Assistant Project Manager but completed the last 14 months of the contract as the Project Manager after the original Project
Manager left.
SR 2 from CR 177 to Ten Mile Creek, Holmes County, FDOT District Three—Project Manager and Engineer of Record for this
3R project primarily consisting of resurfacing four miles of SR 2 from CR 177(CMP 20.872)to Ten Mile Creek. Project consisted of
milling, resurfacing, cross slope correction, scour protection at cross drains, minor drainage improvements, signing and pavement
marking. A Design Exception was obtained for inadequate vertical curvature and sight distance for four vertical curves.
Responsibilities included management and oversight of the design and plans production, coordination with stakeholders, and
providing support to the Department for public involvement and utility coordination. Additional tasks included preparing progress
reports, preparing comment responses, performing QC of the plans and quantities, ensuring the electronic deliverables are correct
and keeping the project on schedule.
Lyons Road from Norte Lago Drive to Pine Springs Drive,Palm Beach County, FDOT District Four—Project Manager for the
LAP reconstruction of approximately 0.5 mile of Lyons Road south of SR 808(Glades Road)in unincorporated Boca Raton in Palm
Beach County. The proposed modifications consist of reconstruction of connecting Lyons Road to flatten existing horizontal curves
to meet a design speed of 40 mph, improve drainage features to solve flooding,sidewalk construction, ADA upgrades, signing and
pavement marking. Responsibilities included management and oversight of the design and plans production, coordination with
stakeholders, preparing and hosting a public meeting and providing support for negotiations between the FDOT and the county for
The knowledge you need, the integrity you trust I"
46
Sherman Klaus 4IJ
Project Manager Ita moral
construction scope items. Additional tasks included preparing progress reports, preparing comment responses, performing QC of
the plans and quantities,ensuring the electronic deliverables are correct and keeping the project on schedule.
SR 19 Resurfacing, Lake County, FDOT District Five - Project Manager and Engineer of Record for the Roadway, and Signing
and Pavement Marking components for the resurfacing of the northbound lanes for 4.4-miles of a four-lane, divided facility with
varying posted and design speeds. In addition to resurfacing, improvements included widening at six right turn lanes to add bicycle
keyholes, overbuild of asphalt at the CR 44 intersection to remedy ponding problems in the curb ramps, minor drainage
improvements, upgrading existing signing to current standards, pavement marking, and signal and traffic monitoring site loop
replacements.
South Florida All Electronic Tolling (AE7) Phase IV— from Golden Glades Toll Plaza to Griffin Road in Miami-Dade and
Broward Counties, Florida's Turnpike Enterprise—Project Engineer for a project that will expand the conversion to All Electronic
Tolling for six separate sites along Florida's Turnpike Enterprise facilities. Tasks include drainage design, pond layout, storm
tabulations,spread calculations and plans production.
Suncoast Parkway 2, Section 2, Lee County, Florida's Turnpike Enterprise - Project Engineer for the drainage design of 12
miles of a new multi-lane facility in Citrus County, Florida. The project will be constructed initially as a four-lane facility, however,
the drainage system accounts for the ultimate eight-lane section. The proposed design included 15 new stormwater management
facilities as well as utilizing existing depressional areas to provide treatment.
Florida's Turnpike Mainline Widening, Orange County, Florida's Turnpike Enterprise—As a sub-consultant, Project Manager
responsible for the drainage, lighting, signing and pavement marking design of approximately four miles of widening in Orange
County, Florida. The drainage design consisted of the collection and treatment system for five drainage basins and included the
addition of three new stormwater management facilities and the modification of four existing ponds. The project was permitted
through St. Johns Water Management District and met their phosphorous loading requirements for the Lake Apopka Hydrological
Basin.The construction cost was approximately$93 million.
Florida's Turnpike/Port St Lucie Interchange, St Lucie County, Florida Turnpike Enterprise -Engineer of Record for the
drainage design of modifications to a partial cloverleaf interchange in St. Lucie County, Florida. Drainage elements included the
design of a wet detention pond and associated stormwater collection system in an area with an estimated Seasonal High Water
Table approximately two feet below the existing ground.
SR 408 Interchange with Florida's Turnpike, Orange County,Florida's Turnpike Enterprise—Engineer of Record responsible
for the drainage design of interchange improvements in Orange County, Florida. The drainage design included the addition of six
new stormwater management facilities within the interchange in addition to the creation of a floodplain compensation area and
modifications to existing permits. Additional responsibilities include the management of plans production for lighting, signing and
pavement marking.
Southbound SR 417 Ramp to Westbound SR 528 Ramp Realignment, Central Florida Expressway Authority - Project
Manager for the reconstruction of an existing ramp between two freeway facilities to increase the design speed of the ramp from 40
mph to 60 mph. The project also involved the widening of approximately 0.5 mile of SR 528 to complete the auxiliary lane to the
Narcoossee Road interchange. Responsibilities included the oversight and quality control of roadway, drainage, signing and
pavement marking design and plans production. Additional tasks included determining the right-of-way impacts and coordinating
the right-of-way purchase at two locations in the same parcel, and coordination with sub-consultants for geotechnical, survey,
structures, lighting and ITS features.
The knowledge you need, the integritt•you trust Ti!
47
Paul Yacobellis
Research Economist 8g�mcit/
Mr. Yacobellis is a Research Economist for The Balmoral Group. His experience includes
complex econometric modeling, GIS data and map development, assumption validation, and
identification of effective project alternatives or approaches. He is a focused and efficient analyst
i with sophisticated geospatial modeling, statistical analysis, and data mining skills. Mr.
? Yacobellis also produces weekly"flash report"data highlighting critical economic developments
in specific fields of interest to our clients.
Education
e. Master of Science,Statistics:
Data Mining,2012
Bachelor of Science in Business
Administration, Economics, University of
Related Experience: Central Florida.Minor:Mathematics,2004
Waste Less Recycle More Funding Effectiveness Review, NSW EPA — &- Certified SAS Base 9.2 Programmer
Reviewed NSW EPA Litter Prevention and Illegal Dumping funding programs for cost Senior Scholar Distinction
effectiveness. Litter Prevention data was reviewed at grant level and expenditures Professional Affiliations
and progress were measured against overall program outcomes. Summary reports Economist Society of Australia
for each fund were provided for a master report summarizing all eight EPA WLRM Australian Water Association
funding programs. The final report was further aggregated into a brief,yet concise Environmental Water Managers
Cabinet Minute for NSW Environment Minister. committee member
Street Sweeping Optimization Pilot Study,Australian Capital Territory(lead)— &•. Sydney Users of R
developed GIS algorithms to optimize street sweeping routines for increases in water Central Florida GIS User's Group
quality benefits. The principal focus of this report is centered on water quality and
environmental impacts. Balmoral Group Australia was engaged by the ACT
Government Catchment Management and Water Policy Environment and Planning Directorate and Roads ACT to conduct a pilot street
sweeping optimization study.
Lake Cathie Socio-Economic Profile-Completed a full socio-economic profile for the Lake Cathie Region, Port Macquarie-Hastings
Council, the state of New South Wales. The profile covered 800 socio-economic dimensions across six socio-economic dimensions—
Age/Gender, Employment, Industrial Profile, Income, Indigenous,and Relational Status. The results of this socio-economic profile were
used as guidance and insight into the Lake Cathie Coastal Protection Cost Benefit Analysis project.
Socio-Economic Regional Profile and Database,NSW Office of Environment and Heritage-(Project Manager). Managed project
from beginning of Task 1 to project completion. Create socio-economic databases and developed small-to-large regional profiles for
analysis of six socio-economic dimensions—age/sex, income, education, demographics, employment, and indigenous population. An
automatic template was designed for quick generation of future profiles and reports complete with data,chart,graph,and table generation
at various Australian Bureau of Statistics Census geography levels.
Coastal Resiliency Cost-Benefit Analysis, Old Bar, NSW-Potential strategies to manage the effects of coastal erosion range widely
from property easements to"hard"engineering solutions.Balmoral Group Australia estimated economic costs and benefits using spatial
techniques in GIS. Assessed the impacts of alternative strategies on economic activity, quality of life, natural resources and public
infrastructure over a variety of scenarios and under varying sensitivity measures.
Socio-Economic Profile Wentworth Balranald Region, NSW— Reported on the socio-economic profile of the Wentworth Balranald
region using 2006 and 2011 census data. ABS-defined geographic area types changed between the two respective censuses. In 2006,
the comparable geography to the 2011 Statistical Area (SA)2 is the Statistical Local Area (SLA). However the 2006 SLA and the 2011
SA2,while similar in size and concept,are not identical.Therefore aggregations of both geographic areas in both time periods are used
to create similar areas of comparison.
The knowledge you need,the integrity you trust T►I
48
Paul Yacobellis
Research Economist ynovczl
Martin County Economic Development Strategy-Research Economist/Survey Manager.Assembled and reviewed census and other
published data to formulate a statistical summary of the County's current and projected demographic and economic status. Constructed
and implemented an economic survey of business owners and County employees, using electronic mailing methods to administer the
survey.Compiled and statistically analyzed survey results to compose background information and materials for focus groups.
Florida Statewide Agricultural Irrigation Demand,Florida Department of Agricultural and Consumer Services, Office of Energy
-Forecasted increases in urban land area for 15 urban areas in Florida over a 50 year time horizon. Census Data was used to determine
historical growth rates in urban areas from 2000 to 2010. Growth rates were converted to meter distances and applied as buffer lengths
on 2010 urban area Census geometry files. Increases in urban areas were forecasted in 5 year increments, from 2010 to 2050.
Statewide agriculture land was intersected to urban area increase forecasts to determine potential residential growth patterns. Assisted
in the creation of a statewide geodatabase of agricultural land used to forecast water demand.
Property Level Water Demand Modeling - St. John's River Water Management District - An algorithm was developed in the R
programming language to apply monthly water utility rates to over 6 million residential parcels in the St.John's River Water Management
District. Data was read from a GIS and rates were subdivided by Normal,Wet,and Dry seasons for a total of 36 water demand profiles
per parcel. Water demand profile data was exported and brought into GIS for further analysis. Based on load profiles assigned to each
parcel and climate conditions,total public supply and total domestic groundwater self-supply of water were estimated.
Spatial Hedonic Modeling, St John's River Water Management District - Built a spatial econometric model to understand the
determinants of housing price for 8,000 parcels along the St. John's River. A regression data set was designed from raw, historical
(2002-2012) parcel data. All multiple sale transactions were identified for each parcel and combined with water quality data.
Determinants included economic,environmental,and geospatial factors such as the proximity to the St.John's River,impacts of nutrient
loads such as Nitrogen and Phosphorous, and distance of a parcel to a Central Business District. This project included a blend of GIS
and econometric modeling,as well as sophisticated data manipulation in MS Access.
Fiscal and Economic Analyses,Perimeter Community Improvement Districts—Research Economist.Prepared a substantial portion
of economic data and analysis relating to the PCID's role in funding three major transportation improvement projects in the north
metropolitan Atlanta area.Collaborated with the Prime(RS&H)regarding economic research and analysis techniques focused on industry
composition, employment,and other indicators.
Parcel-Level Urban Water Use Estimates for Groundwater Recharge and Water Conservation, SJRWMD - Research
Economist/GIS Analyst. Designed a GIS model to estimate single family and multi-family residential, commercial, industrial, and
institutional water use based on parcel-level customer attributes and water use billing databases for the U.S. Geological Survey
Peninsular Florida Model.Estimation accomplished with statistical,GIS,and numerical modeling software.Collected and compiled NLCD
land cover,NAICS coded commercial and industrial sector composition,parcel files,and Census data for water use estimation in Georgia
and other southern states outside of the Florida Model.
Northwest Florida Water Demand, North West Florida Water Management District- Developed seasonal and permanent parcel-
level population estimates for 16 counties in Northwest Florida's Water Management District using a combination of 2012 Census TIGER
files, Florida DOR Tax Roll Data, and 2012 ACS Data. An estimation algorithm was developed in the R programming language to
randomly assign properties Seasonal/Permanent indicators and Person per Household counts based on Census Tract percentages.
Population estimates were aggregated to the county, Water Service Area, and Water Management District level and used to forecast
water demand for the District.
Orange County Street Sweeping BMP Optimization,Orange County-Assisted in street level contract data updates for purposes of
county wide optimization across all of Orange County. Contracts updated for over 20,000 records across seven neighborhoods in Orange
County. Begin and End sections of streets joined and merged for further optimization analysis.
The knowledge you need, the integrity you trust r'i
49
� 1
Alicia Barker 77x I
Research Economist B cel
Miss Barker is a Research Economist for The Balmoral Group. Her experience includes
econometric modeling,as well as conducting independent research to substantiate variables and
assumptions, and identifying effective alternatives or approaches within a project. She has
experience with cost-benefit analysis and is an effective database manager. Miss Barker has
worked extensively with the GIS software ArcGIS, economic modeling software LIMDEP, R, and
STATA to perform multivariate regression analysis, and IMPLAN to perform input-output
Years Experience
6
Professional Certificates
FDOT Environmental Management Office
Related Experience: PD&E Training Course
Stormwater Pond Sustainability Study, Orange County - Research Economist. Software Proficiency
Project initiated to reduce/eliminate mowers(cost and emissions),and to create several a ArcGIS, ICPR, LIMDEP, R,JMP,
sustainable pond schemes that can be applied County-wide, based on a matrix of STATA,SAS,Microsoft Excel,Access,
criteria.Selected representative pond site examples from a GIS database of over 1,500 Word and PowerPoint.
ponds in order to assess pond vegetation concept scenarios with projected costs. Education
Prepared economic benefits associated with alternative concepts, including avoided
costs and community or environmental benefits.Based on the economic analysis of the &o, University of Central Florida,
individual pond scenarios, the cost-benefit was extrapolated on a county-wide basis Bachelor of Arts in Economics, Minor:
based on pond feasibility(issues,criteria,constraints). Demographic and site variables Statistics.Summa Cum Laude,2012.
that may influence successful implementation were incorporated into the analysis to Valencia Community College
allow for spatial variability across the County. Associates of Arts in Economics,
Minor:Statistics. Honors Degree,2009.
Countywide Stormwater Needs Assessment Master Plan, Orange County - President of Students for Liberty
Research Economist. Accessed over 1,000 Orange County stormwater management
projects and prioritized the optimal allocation of resources. Using econometric Economic/Political Student Association
techniques and GIS analysis, engineering aspects of flooding, erosion control, and f'v° Student Editor of Phoenix,Art and
water quality issues were evaluated against demographics, cost, and Literature Magazine
physical/topographic features to optimize costs and benefits.The analysis assigns a realistic prioritization methodology for ongoing use
by the County, which can be updated as projects are completed or added, or as the relative importance of different project aspects
change.
Indian River Lagoon TMDL Prioritization Study, SJRWMD—Project Manager. This project required GIS and statistical modeling of
the likely impacts of projected sea level rise on seagrass habitat. Using ecological assessments of historical seagrass habitat conditions
and geological assessments of lagoon bathymetry, future scenarios of seagrass coverage are modeled in GIS to reflect the combined
impact of(a) incremental sea level rise over three time scenarios, (b) regulatory efforts to improve water quality,and(c) adjacent land
uses, which may act as a physical boundary for seagrass migration. Mapping and calculation of fragmentation indices for seagrass
patches under alternative scenarios were prepared for use by policymakers in addressing local regulations and/or alternatives.
Economic Contribution Analysis, Florida Inland Navigation District Research Economist. Prepared GIS maps and geodatabase
to identify spatial extent and assemble data for model inputs of IMPLAN input-output analysis model. Conducted research to prepare
data for hedonic model and performed iterative regression modeling to isolate proximity premium for Intracoastal Waterway. Generated
report and presentation exhibits.
City of Pompano Beach Strategic Plan-Research Economist.Assembled and reviewed census and other published data to formulate
a statistical summary of the City's current and projected demographic and economic status.Constructed and implemented an economic
The knowledge you need, the integrity,you trust rm
50
Alicia Barker 7rK
1j
Research Economist 130 moral
=-v-'Gt�vup
survey of business owners and local managers,with both electronic and direct mailing methods used to administer the survey.Compiled
and statistically analyzed survey results to compose background information and materials for focus groups.
St.Johns River Economic Impact Study, University of North Florida-Research Economist/GIS Analyst.Valued proximity effects to
the St.Johns River and water quality improvements on property values. Proximity effects of the river on property values were calculated
in four counties: Putnam, Clay, St.Johns, and Duval. Hedonic regression models of property value were developed using parcel-level
GIS data to account for lot size, building size, existing land use, access (e.g., boat ramps or street stubs), and neighborhood effects,
which account for nearby amenities(such as parks)as well as potential"disamenities"such as landfills. Regression results analyzed in
a final report.
Economic Development Strategy,Martin County-Research Economist/Survey Manager.Assembled and reviewed census and other
published data to formulate a statistical summary of the County's current and projected demographic and economic status.Constructed
and implemented an economic survey of business owners and County employees, using electronic mailing methods to administer the
survey. Compiled and statistically analyzed survey results to compose background information and materials for focus groups.
Parcel-Level Urban Water Use Estimates for Groundwater Recharge and Water Conservation (Mega-Model), SJRWMD -
Research Economist/GIS Analyst. Designed a GIS model to estimate single family and multi-family residential, commercial, industrial,
and institutional water use based on parcel-level customer attributes and water use billing databases for the U.S. Geological Survey
Peninsular Florida Mega-Model.Estimation accomplished with statistical,GIS,and numerical modeling software.Collected and compiled
NLCD land cover, NAICS coded commercial and industrial sector composition, parcel files,and Census data for water use estimation in
Georgia and other southern states outside of the Florida Model.
Improvements to Water Use Estimates,St.Johns River Water Management District-Research Economist/GIS Analyst.This project
involves the characterization of Agricultural water withdrawals within the state of Florida and the North Florida-Southeast Georgia ground
water model domain (Mega-Model).Objectives include improving agricultural and commercial water use estimates regionally as well as
at the parcel-level,geocoding utility-level data for spatial analysis, and locating wetland recharge sites and reuse facilities.
Fish Passage Benefit CostAnalysis,State Water Corporation-Research Economist.During State Water's pricing application before
the Australia Competition and Consumer Commission (ACCC), the cost of Fish Passages required under the Fisheries Act was
determined as$47.5 Million.Stakeholders affected by the pricing application questioned the value of fish passages. BGA was retained
to conduct analysis, using Gwydir Valley as a pilot study,on the relative benefits and costs of fish passages to support its ACCC pricing
application. Conducted research on the market and non-market value of fish passageways.
Coastal Resiliency, Department of Community Affairs - Research Analyst. Created parcel specific GIS maps and datasets in the
analysis of parcels affected by Coastal High Hazard areas along shorelines. Ran parcel selections based on the effects of economic
and spatial impacts such as proximity to public lands,wetlands,and evacuation routes, and census tract. Resulting GIS datasets were
further used to analyze a multitude of factors including, but not limited to, parcel value, environmental impacts, and conservation/rolling
easement policies for several land use types.
Tampa Bay Estuary Program—Fifty-year Mitigation and Restoration Plan-Research Analyst. Created multiple GIS maps of the
Tampa Bay Watershed to chart changes in land use and density, wetland composition, denitrification rates and the land development
intensity index.Change analysis included establishing decision rules to identify anticipated land use changes and,coupled with alterations
to wetland composition, to determine their impact on feasible preservation, restoration, and mitigation opportunities. Decision rule
calculations were carried out in Access.Calculated the percent change in wetland type and composition between 1950 and 2007 data
sets in Excel. Conducted GIS analysis at the watershed, municipality and drainage basin level to determine appropriate targets for
sustainable mitigation.
The knowledge you need,the integrity you trust "'
51
Cortney Cortez 77,c1)1 al
Research Economist
rp
Cortney Cortez is a Research Economist at the Balmoral Group. Her experience includes
econometric modeling, data management, data collection, quality control, survey design and
management, SWOT analysis and sensitivity analysis. She has experience with cost-benefit
analysis and is an effective database manager. Miss Cortez has worked extensively with the GIS
jot 4, • software, ArcGIS, and the economic modeling software LIMDEP, R and STATA to perform
multivariate regression analysis as well as IMPLAN input-output analysis.
4t Software Proficiency
ArcGIS, R Studio, Limdep,STATA,
Microsoft Excel,Access,Word and
PowerPoint
Related Experience: Education
University of Central Florida
Cost-Benefit Analysis Tool, Sydney Catchment Authority. Research Analyst. Bachelor of Science
Contributed to the updating layout for cost-benefit analysis tool and protocol to assess Business Administration, Economics
proposed storm water and sewer projects under the Priority Pollutants Infrastructure
Grants Program.Assisted with literature review and updating reference values to current year.
Cost Benefit Analysis of Coastal Erosion Mitigation Options at Lake Cathie, OEN-Research Analyst. Balmoral Group Australia's
approach to coastal erosion at Lake Cathie, a small coastal community on the coast of New South Wales,was to estimate economic
costs and benefits using spacial techniques in GIS. Constructed a Cost-Benefit tool to assess the impacts of coastal resiliency strategies
ranging from planned retreat to revetment options.Assessed stamp duty and council rates for properties,as well as net present values
over the time period. Rolling easements and Right-of-Way easements were also calculated for properties. Conducted a sensitivity
analysis and updated the Cost-Benefit tool with the appropriate values.Conducted a literature review for reference values.
Cocoa Economic Base Analysis-Research Analyst. Survey manager and point of contact.Analyzed survey results to create charts
relevant for report. Created analyses charts based on industry growth and revenue size of firms. Assisted in the compilation of county
level employment data by sector to address firms by size. Researched Community Redevelopment Areas for the City of Cocoa and their
efforts in development.Assisted in compiling background research for business contact information and major employers within Cocoa.
Fiscal and Economic Analyses,Perimeter Community Improvement Districts—Research Analyst.Assisted with preparation of the
fiscal and economic analysis relating to the PCID's role in funding three major transportation improvement projects in the north
metropolitan Atlanta area. Coordinated with the Atlanta Regional Commission regarding regional economic impact multipliers, project
costs,and commercial real estate data.
Economic Impact of Outdoor Recreation in Florida, DEP- Research Analyst—Assisted in the survey administration, analysis and
preparation of an economic impact study of state parks and outdoor recreation by visitors and residents. Surveys were collected for over
7,000 respondents nationally.Tasks included data collection, GIS and econometric modeling to estimate spending across 35 activities
and all 67 counties for IMPLAN analysis. Prepared summary statistics,validated survey results,generated exhibits for final report.
Northwest Florida Water Management District, Water Use Calculations- Estimated 2012 service area populations for northwest
Florida public supply utilities including separate values for permanent and seasonal populations,annual average persons per household
estimates separately for seasonally and permanently occupied residential units, by utility,county,water supply planning region,and for
the Northwest Florida Water Management District, Gross per capita water use rates for 2012, Residential per capita water use rates for
2012 by utility,county,water supply planning region,and for the Northwest Florida Water Management District,estimated domestic self-
supply(DSS)water use,self-supplied population,and DSS residential per capita water use rates by county.
Economic Impact of the St. Johns River and Water Quality on Property Values, St.Johns River Water Management District—
Research Analyst. Data collected on properties, demographics, water quality, and public awareness of harmful algal blooms over ten
The knowledge you need, the integrity you trust
52
Cortney Cortez
Research Economist jjamoral
years was used to create an econometric model for estimating the economic value of the Lower St. Johns Basin on property sales. A
hedonic pricing model was used to estimate the economic value in which property values and ad valorem taxes reflect upon the public
value for aesthetics, access and open space enjoyment of the River. Collected demographics and water quality data to be used within
the model.The data collected was further mapped in GIS and a database was created with the available data applied to properties across
ten years and for different segments of the River.Properties within the defined 1500m buffer were also given proximity effects.
Benefit-Cost Analysis, Coastal Resiliency Cost Benefit Analysis-Old Bar NSW-Research Analyst. Balmoral Group Australia's
approach to coastal erosion at Old Bar,a small coastal community on the mid-north coast of New South Wales,was to estimate economic
costs and benefits using spatial techniques in GIS. Assessed stamp duty and council rates for properties,as well as net present values
over the time period. Rolling easements and Right-of-Way easements were also calculated for shoreline properties. Conducted a
sensitivity analysis and updated the Cost-Benefit tool with the appropriate values that assessed the impacts of coastal resiliency
strategies. The resultant report provided Govemments with guidance for choosing a mitigation strategy that best suits the specific
community traits. The full report can be found http://www.environment.nsw.gov.au/resources/coasts/OldBarCBA.pdf.
Florida Statewide Agricultural Irrigation Demand,Florida Department of Agricultural and Consumer Services, Office of Energy
—Research Analyst.The Florida Department of Agriculture and Consumer Services (FDACS) was charged by the 2012-13 legislature
with developing a statewide estimate of agricultural water use for the first time, in light of heightened water scarcity. In fulfilling this
mission, a GIS model for estimating current and future water use has been developed, using engineering and econometric models to
project water demand under multiple scenarios of crop profitability, climate, development pressures, and conservation measures.
Research was conducted to compile NAIP imagery for individual regression sets. NDVI datasets were created for further mapping and
analysis. Facilitated the QC process for the tensioning coefficients used in the model. Created moving average analysis, trends, and
projections to 2035 on the acres of Land in Farms and Irrigated Acreage from 1987-2012 Agriculture Censuses for SRWMD and the
Suwannee River portion of the North Florida Regional Water Supply Plan.
Improvements to Water Use Estimates,St Johns River Water Management District—Research Analyst. Performed GIS analysis
and data processing to meet project milestones. This project involves the characterization of Agricultural water withdrawals within the
'MegaModel' and NFSEG model domains.Options were explored to determine the best methods for reasonably representing water use
regionally as well as at the parcel level, using the best available data.Alternative methodologies to distribute water use were identified
and tested. A GIS geodatabase was generated, and a summary display of disaggregated sectors and associated water volumes was
produced.
Economic Analysis of the District Waterways,Florida Inland Navigational District, Palm Beach County—Research Economist
This project measured the economic impact of continued maintenance of the Atlantic Intracoastal Waterways. Estimates are prepared
at the county level for each of the 12 counties comprising the Navigational District, using state and national survey data, business
revenues data,and developing models that constrain the impacts of external factors(Port of Palm Beach)that generate separate impacts
on employment and gross regional output.Hidden sectors were also estimated including the resident luxury yacht marina which services
largely foreign boat owners,and is located in a foreign trade zone. Value added of more than$500 million annually was identified.
Employee Turnover Prediction and Risk Analysis, Children's Home Society of Florida — Research Analyst. Assisted with the
development of a variety of models, including an econometric probit model and a Random Forest predictor, to identify warning signs
predicting employee turnover.Compiled data into a dataset to be used within the models.
The knowledge you need, the integrity you trust '"
53
COMMUNITY
SOLUTIONS
GROUP
Planning I Urban Design
Landscape Architecture
Economics I Real Estate
Owen M. Beitsch, PhD, FAICP, CRE
Senior Director, Economic and Real Estate Advisory Services
Education Dr.Beitsch began his professional career as an analyst for the
Masters of Urban and Regional Planning,Florida State University Tennessee Housing Development[THDA]Agency,then one of
PhD Public Affairs,University of Central Florida the largest housing finance agencies in the country and a direct
Registrations/Certifications investor in its own multifamily projects.In the years since
Fellow,American Institute of Certified Planners(AICP) leaving THDA,his interests have focused on the planning and
Counselor of Real Estate implementation issues faced by both public and private parties
as they develop or manage their real estate holdings in highly
Florida Real Estate License:FL 1993,#SL595584 complex urban settings.He is presently the Senior Director,
Skills Economic and Real Estate Advisory Services,for GAI's
Redevelopment Planning Community Solutions Group,a consulting practices with work
Public Finance throughout the United States.
Economic Analysis These professional interests align with a number of community
Market Analysis and organizational activities.He held a leadership role in in the
Developer Negotiations Tampa Downtown Partnership before moving to Orlando where
Public-Private Partnerships he became a founding member of the Orlando Neighborhood
Affiliations Improvement Corporation.He subsequently served as the
American Institute of Certified Planners organization's Chairman for four years before joining the
American Society of Real Estate Counselors Orlando Housing Authority Board of Commissioners where he
Orlando Neighborhood Improvement Corporation,Chairman served for eight years.As a resident of Winter Park,FL he just
Associate Editor,Real Estate Issues ended his tenure as assistant chair of the City's Economic
Xentury City Community Development District,Chairman Advisory Board while also serving on other ad hoc committees
Orlando Housing Authority,Commissioner exploring policy issues for both Orlando and Winter Park.He is
currently the elected chair of the Xentury City Community
Affordable Housing Work Group,Florida Chapter of the American Development District,which oversees a major tourist area,
Planning Association
proximate to Disney World.He is also a member of the
Palm Beach Economic Council Housing Task Force Planning and Zoning Board in Winter Park,FL
Mayor's Housing Advisory Panel,City of Orlando
The City of Winter Park,FL Planning and Zoning Board Dr.Beitsch was asked to join the Counselors of Real Estate in
The City of Winter Park,FL Economic Advisory Board(2008-2016) 1990,a group only open by invitation which focuses on
Winter Park Health Foundation(2011-2015) valuation issues.He serves on the group's editorial board and
was assistant editor of"Real Estate Issues",the organization's
Academic Associations refereed journal.In 2010,he was named a Fellow in the
University of Central Florida American Institute of Certified Planners,the highest honor
• Adjunct Faculty bestowed in the urban planning profession and awarded to
• Professor in Residence only about 3 percent of those achieving certification(American
Awards Institute of Certified Planners[AICP]).He was named as an
University of Central Florida,Outstanding Alumni Award(2011) Outstanding Alumnus of University of Central Florida's College
Ballard Award,Recognition by Real Estate Issues for quality of research of Health and Public Affairs(COHPA)in 2011 and remains
and writing(2011) active as a member of the urban planning faculty since 1996.
University of Central Florida,Recognition of Academic Excellence(2008)
A GAI Consultants.Inc.Service Group
54
Planning I Urban Design
Landscape Architecture Owen M.Beitsch, PhD, FAICP, CRE 12
Economics I Real Estate
Select Professional Experience
Highlights
• Helped the City of Orlando develop a housing incentive program,focusing on offsets to parking costs and
resulting in the first rental housing to be built in the city center in almost 20 years.
• Supported the strategy,closure,and ultimate redevelopment of Orlando's Naval Training Center,now Baldwin
Park,one of the nation's most recognized neo-traditional development(NTD)communities and the prototype
offered by the Navy as the benchmark by which redeployed installations are evaluated.
• In conjunction with the Orlando Neighborhood Improvement Corporation(ONIC),helped secure the sale and
conversion of several hundred units of military housing for private use.At the time,this project represented the
state's largest redevelopment initiative focused exclusively on housing.
• Selected by Florida Department of Transportation(FDOT)to identify and codify best practices for engaging the
private sector in major transportation initiatives.
• Helped provide the financial underpinnings supporting rail or circulator systems in Tampa,Atlanta,Miami,and
Orlando by aligning city goals with appropriate land use and entitlement strategies.
Commercial
Village West,Kansas City,Kansas;financing plan
Daytona Rising,Daytona,Florida;feasibility analysis for speedway retail complex
Universal Studios,Orlando,Florida;valuation for interchange financing
Orlando International Airport,Orlando,Florida;feasibility analysis for industrial facility, ongoing advising
services
Major Publications
• Beitsch,0.,Crotty,M.and Kohler,T.(2017).Planning strategically for redevelopment.Tallahassee:Florida
Redevelopment Association.
• Beitsch,O.(2015).Private P-3's and economic development:The role of plans,appearing in Financing of Public
Transportation Infrastructure: Utilizing Public-Private Partnerships,L.Martin and W.Lawther(editors).Lanham,MD:
Rowman and Littlefield.
• Seidel,V.&Beitsch,O.(March,2014)Evaluating coastal real estate value vs.risk in the wake of sea level rise.Real
Estate Issues.
• Beitsch,O. (1992).Funding infrastructure,an overview.Real Estate Finance.Winter.
Major Presentations
• Real estate finance:A very short course for planners,Pennsylvania Chapter of American Planning Association,State
Conference Association(2017).
• The emerging models for public-private partnerships in Florida,Florida Chapter of American Planning Association,
State Conference Association(2013).
• Public-private partnerships in transition,American Planning Association,National Conference(2013).
• When public-private partnerships may not be beneficial,Florida Chapter of American Planning Association,State
Conference Association(2011).
• Trends:Economics,demographic,and infrastructure,Urban Land Institute,Orlando Conference(2010).
• Private capital for infrastructure,International Downtown Association,National Conference(2009).
• Privatization of infrastructure and services,Florida Chapter of American Planning Association,State Conference
(2009).
• Accountability in privatization of infrastructure,Southeast Conference of Public Administrators(2008).
• Capital and infrastructure in the era of Strand,Urban Land Institute,Tampa Conference(2008).
• 2004—Land valuation strategies,NASA Real Estate and Administrative Managers,National Conference(2004).
A GAI Consultants.Inc.Service Group
55
Steven R. McDonald, CVA
gai consultants
Chief Economist, Director, Economics Group
Education Professional Summary
•MA, Applied Economics,
1990, University of Steven McDonald is an economist, researcher, and strategist with 27 years of consulting and
Central Florida corporate experience. He specializes in quantitative and qualitative research and analysis to
include economic analyses and econometrics, business valuation, forecasting and strategic
•BA, Public Administration, planning, revenue optimization and pricing, utility rate design, and short-and long-term financial
1988, University of analyses. In addition, Mr. McDonald has 10 years of experience as an Adjunct Instructor in
Central Florida economics and public policy at both the undergraduate and graduate levels.
Certifications Mr. McDonald has developed a high degree of technical expertise balanced with strategic
•Certified Value Analyst management experience from high-profile innovative projects, both domestically and
(CVA), National internationally focused on economic, financial, and consumer issues across a broad range of
Association of Certified industries.
Valuators and Analysts
(NACVA), #20639 Professional Experience
Skills Economic, Revenue Forecasting, and Market Research Modeling and Analysis
•Economics •U.S. Rental Car Market Demand, National Car Rental
•Statistics •Gulf War Impact on Rental Car Industry, National Car Rental
Business Valuation •European Banana Demand and Consumption Projections, CHEP Europe
-Market• Size and Fiscal Impact of the Timeshare Industry,American Resort Development
•Pricing Association
•Market Research •Regional Econometric Modeling and Forecasting, Walt Disney World
•Estimation of Water Conservation Impacts, St. Johns Water Management District
•Financial Analysis •Demand Impact from Shifting Consumer Behavior,Walt Disney World
Industry Experience -Water Demand Econometric Model, Orange Water and Sewer Authority(OWASA), North
GAI Consultants, Inc., Carolina
2012—Present •Economic Development Analysis, Piedmont Triad and City of Havelock, North Carolina
•Water Demand Econometric Models, St. Johns Water Management District
•The Disney Company, •Water Demand Econometric Model, City of Clearwater
2008-2012 -U.S. Pallet Market Demand, CHEP USA
•Real Estate Research •U.S. Container Market Demand, CHEP USA
Corporation, 2004-2008 •Biomedical Cluster Economic Impacts at Lake Nona, Tavestock
•Economic Impact of Virgin Islands Environmental User Fee, U.S. Virgin Islands
•Burton &Associates, •Economic Impact of Protecting the Florida Manatee, Volusia County
2002-2004 •Economic Impact of Spring Training Facility, New York Yankees
•CHEP International, Business Valuation
1999-2002 •Investor Owned Utility(Water-Sewer)—Acquisition
•The Disney Company, •Investor Owned Utility(Electric) —Tangible Property Tax
1996-1999 •Investor Owned Utility(Water) — Financing
•Public Utility(Water Storage) —Acquisition
•Fishkind &Associates, •Public Utility(Water) —Acquisition
1990-1996 •Public Utility(Water-Sewer)—Acquisition
Total Years -Certificate of Public Conveyance and Necessity(Water) —Acquisition
of Experience:27 •Investor Owned Utility(Electric)—Tangible Property Tax
•Investor Owned Utility(Electric)—Acquisition
Years with GAI: 5 •Commercial (Real Estate)—Litigation
-Stock(Private Equity) —Litigation
Years with
Other Firms:22
56
Steven R.McDonald,CVA 12
Revenue Optimization, Pricing, and Financial Modeling and Rate Design
•Price and Inventory Optimization,Walt Disney
•Price Elasticity Analysis,Walt Disney
•Optimal Development and Profitability Modeling, Miami-Dade County
•Environmental User Fee and Financial Modeling, U.S. Virgin Islands
•Conservation Rate Design, OWASA, North Carolina
•Long-term Financial Planning and Conservation Rate Design, City of Venice
•Long-term Financial Planning, City of Fort Myers
•Non-residential Water Rate Design, City of St. Petersburg
-Alternative Water Supply Financial Analysis, City of Tarpon Springs
•New Wastewater Financial Planning and Rate Design, City of Minneola
•Long-term Financial Planning and Rate Design, City of Clearwater
•Evaluation of Water Market Economics, Partners for a Better Florida
Public and Private Financial Analysis
•Enterprise CDD Special Assessment Bonds ($15 million)
•Celebration CDD Special Assessment Bonds($634 million)
-Village Center CDD Special Assessment Bonds($355 million)
•Kissimmee CRA Long-term Financial Modeling
•Santa Fe Hospital Development Financial Modeling
•Capital Improvement Assessments, Disney Development Company
•Scrub Jay Mitigation Financial Modeling, Brevard County
•Beach Restoration Assessments and Financial Model,Amelia Island Plantation
•Orlando/Orange County Fire Territorial Agreement, City of Orlando
-Affordable Housing Linkage Fee, City of Orlando
•Bonus Density Incentives;Affordable Housing, City of Orlando
-Annexation Analysis and Financial Impact Model, City of Bradenton
-Inclusionary Zoning; Workforce Housing, Miami-Dade County
•Environmental Contingent Valuation of the Florida Manatee,Volusia County
•Capital Improvements Element; Comprehensive Plan, Osceola County
Affiliations
-American Society of Appraisers
•NACVA
•NACVA Ethics Oversight Board
Adjunct Economics Professor
-Webster University
•Valencia College
•University of Central Florida
•Rollins College
57
Transforming Ideas Into Reality,c
Jose Luis Acosta,P.E.,F.ASCE Mr.Acosta has over 18 years of design and project management experience
Vice President in various industries,including municipal continuing service contracts,K-12
education,higher education,healthcare,transportation,and
Education commercial/residential/industrial private development.His background
Masters of Business includes neighborhood improvement projects,streetscape enhancements,
Administration,Master of utility relocation,on-and off-site infrastructure design,bidding assistance
Business Administration, and construction administration services for several municipalities
Auburn University,2003 throughout Miami-Dade,Broward and Palm Beach Counties.
Bachelor of Science,Civil
Engineering,University of
Project Experience
Miami,1999 Miami Beach Sunset Islands 3&4 ROW Improvement Program,Miami
Bachelor of Science, Beach,FL Chen Moore and Associates provided civil engineering and
Architectural Engineering, landscape architecture for the utility infrastructure and roadway
University of Miami,1999 reconstruction of two islands(Sunset Islands 3 and 4)off the Miami Beach
west coast,along the inter-coastal waterway.The project was publicly bid as
Registration a design-build and funded by the City of Miami Beach.It required
Professional Engineer, coordination with various agencies including the City of Miami Beach,the
Florida,63827,2004 Miami-Dade Water and Sewer Department,the Miami-Dade Public Works
Natl.Council of Examiners Department,the Miami-Dade Regulatory and Economic Resources
for Eng.&Surveying,41987 Department and others.
Professional Affiliations The project consists of the replacement of 8"potable water mains,the lining
American Society of Civil of existing sanitary sewer mains,a completely new storm water drainage
Engineers
American Water Works system,including discharge pumps and outfalls,the undergrounding of all
Association existing overhead utilities,new service connections to all properties,
American Water Works complete roadway reconstruction and grading with new pavement section
Association and curb,landscaping,signage and striping.A presentation of the technical
Cuban American Association components and lessons learned from this project will be provided at the
of Civil Engineers December 2017 Conference of the Florida Stormwater Association.
Design-Build Institute of
America
Florida Engineering Central Bayshore South Right of Way Infrastructure Improvements,Miami
Foundation Beach,FL The Central Bayshore South Right-of-Way Infrastructure
Florida Engineering Improvement Program is an approximately$18M Design-Build Project
Leadership Institute located in Miami Beach,Florida.The project limits stretch from Dade
Florida Engineering Society Boulevard north to West 34 Street and from Meridian Avenue east to the
Florida Engineers Political Indian Creek waterway.
Action Committee
Florida Healthcare Engineers
Association The project includes the reconstruction and elevation of roadways within the
National Society of project area,driveway and swale harmonization,a new stormwater
Professional Engineers collection,conveyance,treatment,and pump station system,new
Society of Military Engineers transmission and distribution watermains,a new multi-use bike/pedestrian
Urban Land Institute path,improved street lighting,improved roadway signage and pavement
markings,and appropriate landscape mitigation.In total,the project
Certifications
proposes approximately 10,000 linear feet of water main ranging from 6"to
ICPR Modeler(Streamline
16"and approximately 13,600 LF of new roadway.The proposed stormwater
Technologies)
system serving approximately 82 acres includes gravity lines throughout the
Stormwater Management neighborhood ranging from 18"to 72",a vortex water quality treatment
Inspector
unit,one new pump station to be manifolded with two existing pump
CHEN•MOORE
58
station,a 42"stormwater force main,an energy dissipater box,and a new outfall at the Indian Creek waterway.
The system is equipped with backflow prevention devices in anticipation of sea level rise.
City Center Right-of-Way and Utility Improvement Project,Miami Beach,FL Chen Moore and Associates was the
prime consultant and is responsible for providing surveying,planning,geotechnical investigation,design,
permitting,preparation of construction documents,bid and award and construction engineering and inspection
(CEI)services for infrastructure improvements within the public right-of-way(ROW)areas of the City
Center neighborhood of Miami Beach.The project encompasses approximately 24,00o LF of ROW infrastructure
improvements including:8,700 LF of 8-inchwater main replacements;sewer improvements,stormwater drainage
improvements;paving&grading;roadway/traffic improvements(streets,sidewalks,curb and gutter,drainage,
traffic control devices including striping,signing and channelization);streetscaping and landscaping
enhancements;decorative,landscape and roadway lighting improvements;and roadway reconstruction.
Additionally,due to existing listed contaminated sites within the proximity of the ROW improvements,
environmental coordination,including site analysis and consideration of the radius of influence,was necessary for
coordinating dewatering operations. Due to the existing mixed residential and commercial environment of this
neighborhood,special design efforts were made to incorporate walkable community elements including meeting
all ADA requirements,providing street furniture,providing bicycle paths,upgrading sidewalks,incorporating
specialty treatments at crosswalks,landscaping improvements with specialized tree wells to provide a walkable
surface and bulb outs to increase pedestrian friendliness and safety.This project also required extensive
coordination with the public,adjacent CRAs,historic districts and various regulatory agencies.
South Pointe Phase III/IV/V-Right-of-Way Improvement Project,Miami Beach,FL Chen Moore and Associates
was the prime consultant and was responsible for providing surveying,planning,geotechnical investigation,
design,permitting,preparation of construction documents,bid and award and construction engineering and
inspection services for infrastructure improvements within the public right of way areas of the South Pointe
III/IV/V neighborhood of Miami Beach.The project encompasses approximately 19,000 LF of ROW infrastructure
improvements including 9,30o LF 8"water main replacements,stormwater drainage improvements,paving&
grading,streetscaping enhancements,landscaping improvements,lighting improvements,and roadway
reconstruction. Additionally,due to existing listed contaminated sites within the proximity of the right of way
improvements,environmental coordination including contaminated sites analysis and consideration of the radius
of influence was necessary for coordinating dewatering operations.Due to the existing mixed residential and
commercial environment of this neighborhood,special design efforts were made to incorporate walkable
community elements including meeting all ADA requirements,providing street furniture,providing bicycle paths,
upgrading sidewalks,incorporating specialty treatments at crosswalks,landscaping improvements with
specialized tree wells to provide a walkable surface and bulb outs to increase pedestrian friendliness and
safety.This project also required extensive coordination with the public,adjacent CRAs,historic districts and
various regulatory agencies.
West Avenue(North)RPR Services,Miami Beach,FL CMA is providing construction administration services for
the West Avenue(North)project in Miami Beach.CMA is providing preconstruction services including attendance,
participation and input regarding value engineering options;attendance at preconstruction meetings for the
project construction;review of shop drawings;attendance at weekly progress meetings during the
preconstruction period of the project;and review and advisement of the project schedule during the
preconstruction.
CHEN•MOORE
59
Gregory A Mendez,PE Mr.Mendez has more than 19 years of civil engineering experience in site
Senior Project Manager and infrastructural development type projects for public and private
facilities.He has extensive utilities design experience and is also very
Education experienced with fast track projects. His experience includes water,
Bachelor of Engineering, drainage and sewer designs,design reviews,managing designs and
Architectural Engineering, construction budgets,managing field inspection staff and managing client
University of Miami,1998 relations.
Registration Project Experience
Professional Engineer, Miami Beach Sunset Islands 3&4 ROW Improvement Program,Miami
Florida,64718,2006 Beach,FL Chen Moore and Associates provided civil engineering and
landscape architecture for the utility infrastructure and roadway
Professional Affiliations reconstruction of two islands(Sunset Islands 3 and 4)off the Miami Beach
American Society of Civil west coast,along the inter-coastal waterway.The project was publicly bid as
Engineers
Cuban American Association a design-build and funded by the City of Miami Beach.It required
of Civil Engineers coordination with various agencies including the City of Miami Beach,the
Florida Engineering Society Miami-Dade Water and Sewer Department,the Miami-Dade Public Works
Florida Healthcare Engineers Department,the Miami-Dade Regulatory and Economic Resources
Association Department and others.
Latin Builder's Association The project consists of the replacement of 8"potable water mains,the lining
of existing sanitary sewer mains,a completely new storm water drainage
system,including discharge pumps and outfalls,the undergrounding of all
existing overhead utilities,new service connections to all properties,
complete roadway reconstruction and grading with new pavement section
and curb,landscaping,signage and striping.A presentation of the technical
components and lessons learned from this project will be provided at the
December 2017 Conference of the Florida Stormwater Association.
Central Bayshore South Right of Way Infrastructure Improvements,Miami
Beach,FL The Central Bayshore South Right-of-Way Infrastructure
Improvement Program is an approximately$18M Design-Build Project
located in Miami Beach,Florida.The project limits stretch from Dade
Boulevard north to West 34 Street and from Meridian Avenue east to the
Indian Creek waterway.
The project includes the reconstruction and elevation of roadways within the
project area,driveway and swale harmonization,a new stormwater
collection,conveyance,treatment,and pump station system,new
transmission and distribution waterrnains,a new multi-use bike/pedestrian
path,improved street lighting,improved roadway signage and pavement
markings,and appropriate landscape mitigation.In total,the project
proposes approximately 10,000 linear feet of water main ranging from 6"to
16"and approximately 13,600 LF of new roadway.The proposed stormwater
system serving approximately 82 acres includes gravity lines throughout the
neighborhood ranging from 18"to 72",a vortex water quality treatment
unit,one new pump station to be manifolded with two existing pump
station,a 42"stormwater force main,an energy dissipater box,and a new
CHEN•MOORE I
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outfall at the Indian Creek waterway.The system is equipped with backflow prevention devices in anticipation of
sea level rise.
West Avenue(North)RPR Services,Miami Beach,FL CMA is providing construction administration services for
the West Avenue(North)project in Miami Beach.CMA is providing preconstruction services including attendance,
participation and input regarding value engineering options;attendance at preconstruction meetings for the
project construction;review of shop drawings;attendance at weekly progress meetings during the
preconstruction period of the project;and review and advisement of the project schedule during the
preconstruction.
CMA's construction engineering inspection services will include daily field observations;review and advisement of
the project schedule during the construction period of the project;photographic records of daily activities within
the daily reports;review of density and testing reports;review of delivery of items to the site;and issuance of
noncompliance notices.
CMA will also perform substantial completion and record drawing review services including conducting substantial
completion walk throughs;coordinating with the design build team on punch list items;coordination of closeout
inspection schedules;review of record drawings/as-builts;and review of close out documents,binders,
certifications and operation/maintenance manuals.
MB North Beach Master Plan,Miami Beach,FL As a subconsultant to Dover Kohl and Associates,Chen Moore and
Associates(CMA)was tasked with preparing the parking component of the district-wide master plan for the City
of Miami Beach.CMA and the master plan team met with residents,City officials,local business owners and other
stakeholders to determine the state of the existing parking throughout the North Beach District.A week long
charrette and several public meetings were also held to gauge the parking and transportation needs.CMA
prepared the portion of the master plan which outlined existing parking locations and inventory,identified
potential parking solutions and recommended both short-term and long-term remedies for the district,in concert
with the overall master plan.
Lincoln Road Master Plan,Miami Beach,FL Chen Moore and Associates was the local subconsultant to James
Corner Field Operations(JCFO),the designers of New York City's famed High Line,in the development of a Master
Plan for the Lincoln Road Mall Historic District in Miami Beach. Lincoln Road Mall is America's first pedestrian mall
designed in the 1960's by Morris Lapidus. Today,Lincoln Road Mall receives an average of io,000 visitors per day
and is a major tourist destination geared towards pedestrians. CMA provided local planning expertise and civil
engineering to support the efforts of JCFO's development of the Master Plan. Additionally,CMA provided support
through the entire public process including Public Workshops,Workshops with Building Owners and Tenants,and
Workshops with City Staff and Commissioners.
CMA is currently providing JCFO with local design support for the implementation of the plan for landscape,
hardscape,and irrigation component of the project.
CHEN•MOORE I
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RASSOCIATFS
Patrick D Kaimrajh,PE Mr.Kaimrajh,P.E.serves as a senior engineer for CMA and specializes in civil
Senior Engineer engineering design,drafting,permitting,and construction inspection.His 8
years of design experience includes paving,drainage and stormwater
Education management,sanitary sewer and stormwater pump stations,water main,
Bachelor of Science,Civil site development,and neighborhood improvement projects.He has
Engineering,University of prepared engineering drawings,cost evaluations,design reports and various
Miami,2010 permit applications.In addition,Mr.Kaimrajh has performed construction
inspections for drainage,watermain,sanitary sewer,and pavement.He also
Registration is skilled in AutoCAD Civil3D, ICPR,EPA SWMM,Cascade,HY-8,WaterCAD,
Professional Engineer, SewerCAD,and StormCAD,modeling and design software.
Florida,78535,2015
Project Experience
Professional Affiliations Miami Beach Sunset Islands 3&4 ROW Improvement Program,Miami
American Society of Civil Beach,FL Chen Moore and Associates provided civil engineering and
Engineers landscape architecture for the utility infrastructure and roadway
American Water Works
Association reconstruction of two islands(Sunset Islands 3 and 4)off the Miami Beach
Florida Engineering Society west coast,along the inter-coastal waterway.The project was publicly bid as
a design-build and funded by the City of Miami Beach.It required
coordination with various agencies including the City of Miami Beach,the
Miami-Dade Water and Sewer Department,the Miami-Dade Public Works
Department,the Miami-Dade Regulatory and Economic Resources
Department and others.
The project consists of the replacement of 8"potable water mains,the lining
of existing sanitary sewer mains,a completely new storm water drainage
system,including discharge pumps and outfalls,the undergrounding of all
existing overhead utilities,new service connections to all properties,
complete roadway reconstruction and grading with new pavement section
and curb,landscaping,signage and striping.A presentation of the technical
components and lessons learned from this project will be provided at the
December 2017 Conference of the Florida Stormwater Association.
Central Bayshore South Right of Way Infrastructure Improvements,Miami
Beach,FL The Central Bayshore South Right-of-Way Infrastructure
Improvement Program is an approximately$18M Design-Build Project
located in Miami Beach,Florida.The project limits stretch from Dade
Boulevard north to West 34 Street and from Meridian Avenue east to the
Indian Creek waterway.
The project includes the reconstruction and elevation of roadways within the
project area,driveway and swale harmonization,a new stormwater
collection,conveyance,treatment,and pump station system,new
transmission and distribution watermains,a new multi-use bike/pedestrian
path,improved street lighting,improved roadway signage and pavement
markings,and appropriate landscape mitigation.In total,the project
proposes approximately 10,000 linear feet of water main ranging from 6"to
16"and approximately 13,600 LF of new roadway.The proposed stormwater
system serving approximately 82 acres includes gravity lines throughout the
CHEN•MOORE I
62
&\SSOCIA1TS
neighborhood ranging from 18"to 72",a vortex water quality treatment unit,one new pump station to be
manifolded with two existing pump station,a 42"stormwater force main,an energy dissipater box,and a new
outfall at the Indian Creek waterway.The system is equipped with backflow prevention devices in anticipation of
sea level rise.
City Center Right-of-Way and Utility Improvement Project,Miami Beach,FL Chen Moore and Associates was
responsible for providing surveying,planning,geotechnical investigation,design,permitting,preparation of
construction documents,bid and award and construction engineering and inspection(CEI)services for
infrastructure improvements within the public right-of-way(ROW)areas of the City Center neighborhood of Miami
Beach.The project encompasses approximately 24,000 LF of ROW infrastructure improvements including:8,70o
LF of 8-inchwater main replacements;sewer improvements,stormwater drainage improvements;paving&
grading;roadway/traffic improvements(streets,sidewalks,curb and gutter,drainage,traffic control devices
including striping,signing and channelization);streetscaping and landscaping enhancements;decorative,
landscape and roadway lighting improvements;and roadway reconstruction.Additionally,due to existing listed
contaminated sites within the proximity of the ROW improvements,environmental coordination,including site
analysis and consideration of the radius of influence,was necessary for coordinating dewatering operations. Due
to the existing mixed residential and commercial environment of this neighborhood,special design efforts were
made to incorporate walkable community elements including meeting all ADA requirements,providing street
furniture,providing bicycle paths,upgrading sidewalks,incorporating specialty treatments at crosswalks,
landscaping improvements with specialized tree wells to provide a walkable surface and bulb outs to increase
pedestrian friendliness and safety.This project also required extensive coordination with the public,adjacent
CRAs,historic districts and various regulatory agencies.
South Pointe Phase III/IV/V-Right-of-Way Improvement Project,Miami Beach,FL Chen Moore and Associates
was the prime consultant and was responsible for providing surveying,planning,geotechnical investigation,
design,permitting,preparation of construction documents,bid and award and construction engineering and
inspection services for infrastructure improvements within the public right of way areas of the South Pointe
III/IV/V neighborhood of Miami Beach.The project encompasses approximately 19,000 LF of ROW infrastructure
improvements including 9,30o LF 8"water main replacements,stormwater drainage improvements,paving&
grading,streetscaping enhancements,landscaping improvements,lighting improvements,and roadway
reconstruction. Additionally,due to existing listed contaminated sites within the proximity of the right of way
improvements,environmental coordination including contaminated sites analysis and consideration of the radius
of influence was necessary for coordinating dewatering operations.Due to the existing mixed residential and
commercial environment of this neighborhood,special design efforts were made to incorporate walkable
community elements including meeting all ADA requirements,providing street furniture,providing bicycle paths,
upgrading sidewalks,incorporating specialty treatments at crosswalks,landscaping improvements with
specialized tree wells to provide a walkable surface and bulb outs to increase pedestrian friendliness and
safety.This project also required extensive coordination with the public,adjacent CRAB,historic districts and
various regulatory agencies.
Sunset Islands I&II,Miami Beach,FL Chen Moore and Associates was the prime consultant responsible for
planning,design,permitting,bid and award and construction engineering and services for infrastructure
improvements within the public right of way areas of the Sunset Islands I&II neighborhood of Miami Beach.The
project encompasses±11,000 LF of ROW infrastructure improvements including 10,900 LF of 8-inch water main
replacements,stormwater drainage improvements,paving&grading,traffic pavement marking and signing
related enhancements and roadway reconstruction. Extensive coordination with adjacent residents and with
environmental agencies was necessary due to the projects environmentally sensitive location and surrounding
environmental resources.
CHEN•MOORE I
63
&\SSoCIAT'S
Jose B McCray Mr.McCray is a senior inspector for Chen Moore and Associates.Mr.McCray
Senior Construction has over 35 years of construction experience,from surveying through
Specialist/Project Manager project management. His present responsibilities include coordination and
Certifications monitoring of construction activities including governmental projects and
FDOT-CTQP Asphalt Level site development for residential,commercial and industrial use projects.He
Troxler Radiation Safety serves as liaison to owners,contractors,subcontractors,residents and
Officer governmental agencies.Additional responsibilities include overseeing the
Troxler Nuclear Density review/processing of change orders,progress payments and reports,and
Gauge Operator
representation of owners and engineers at pre-construction meetings and
OSHA 8 Hour Trench Safety other related conferences.
Course
PSMJ Project Management Mr.McCray's most recent experience includes serving as Director of
Bootcamp Construction Services at a South Florida multi-discipline engineering firm.His
Florida Stormwater and responsibilities included managing staff and construction administration
Sedimentation Control services for several neighborhood improvement projects for Broward
Inspector County Water and Wastewater Services and several private
FEC Railroad Contractor residential/commercial land development clients.These projects included
Safety the construction of water distribution,sewer,wastewater lift stations,
IMSA Traffic Signal Inspector drainage and paving.Mr.McCray has also served as a Project Manager and
Superintendent for large South Florida contracting companies.
Project Experience
Miami Beach Sunset Islands 3&4 ROW Improvement Program,Miami
Beach,FL Chen Moore and Associates provided civil engineering and
landscape architecture for the utility infrastructure and roadway
reconstruction of two islands(Sunset Islands 3 and 4)off the Miami Beach
west coast,along the inter-coastal waterway.The project was publicly bid as
a design-build and funded by the City of Miami Beach.It required
coordination with various agencies including the City of Miami Beach,the
Miami-Dade Water and Sewer Department,the Miami-Dade Public Works
Department,the Miami-Dade Regulatory and Economic Resources
Department and others.
The project consists of the replacement of 8"potable water mains,the lining
of existing sanitary sewer mains,a completely new storm water drainage
system,including discharge pumps and outfalls,the undergrounding of all
existing overhead utilities,new service connections to all properties,
complete roadway reconstruction and grading with new pavement section
and curb,landscaping,signage and striping.A presentation of the technical
components and lessons learned from this project will be provided at the
December 2017 Conference of the Florida Stormwater Association.
Central Bayshore South Right of Way Infrastructure Improvements,Miami
Beach,FL The Central Bayshore South Right-of-Way Infrastructure
Improvement Program is an approximately$18M Design-Build Project
located in Miami Beach,Florida.The project limits stretch from Dade
Boulevard north to West 34 Street and from Meridian Avenue east to the
Indian Creek waterway.
CHEN•MOORE I
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A:1SSOCIA 1'-S
The project includes the reconstruction and elevation of roadways within the project area,driveway and swale
harmonization,a new stormwater collection,conveyance,treatment,and pump station system,new transmission
and distribution watermains,a new multi-use bike/pedestrian path,improved street lighting,improved roadway
signage and pavement markings,and appropriate landscape mitigation.In total,the project proposes
approximately io,000 linear feet of water main ranging from 6"to 16"and approximately 13,600 LF of new
roadway.The proposed stormwater system serving approximately 82 acres includes gravity lines throughout the
neighborhood ranging from 18"to 72",a vortex water quality treatment unit,one new pump station to be
manifolded with two existing pump station,a 42"stormwater force main,an energy dissipater box,and a new
outfall at the Indian Creek waterway.The system is equipped with backflow prevention devices in anticipation of
sea level rise.
City Center Right-of-Way and Utility Improvement Project,Miami Beach,FL Chen Moore and Associates was the
prime consultant and is responsible for providing surveying,planning,geotechnical investigation,design,
permitting,preparation of construction documents,bid and award and construction engineering and inspection
(CEI)services for infrastructure improvements within the public right-of-way(ROW)areas of the City
Center neighborhood of Miami Beach.The project encompasses approximately 24,00o LF of ROW infrastructure
improvements including:8,700 LF of 8-inchwater main replacements;sewer improvements,stormwater drainage
improvements;paving&grading;roadway/traffic improvements(streets,sidewalks,curb and gutter,drainage,
traffic control devices including striping,signing and channelization);streetscaping and landscaping
enhancements;decorative,landscape and roadway lighting improvements;and roadway reconstruction.
Additionally,due to existing listed contaminated sites within the proximity of the ROW improvements,
environmental coordination,including site analysis and consideration of the radius of influence,was necessary for
coordinating dewatering operations. Due to the existing mixed residential and commercial environment of this
neighborhood,special design efforts were made to incorporate walkable community elements including meeting
all ADA requirements,providing street furniture,providing bicycle paths,upgrading sidewalks,incorporating
specialty treatments at crosswalks,landscaping improvements with specialized tree wells to provide a walkable
surface and bulb outs to increase pedestrian friendliness and safety.This project also required extensive
coordination with the public,adjacent CRAs,historic districts and various regulatory agencies.
South Pointe Phase III/IV/V-Right-of-Way Improvement Project,Miami Beach,FL Chen Moore and Associates
was the prime consultant and was responsible for providing surveying,planning,geotechnical investigation,
design,permitting,preparation of construction documents,bid and award and construction engineering and
inspection services for infrastructure improvements within the public right of way areas of the South Pointe
III/IV/V neighborhood of Miami Beach.The project encompasses approximately 19,000 LF of ROW infrastructure
improvements including 9,30o LF 8"water main replacements,stormwater drainage improvements,paving&
grading,streetscaping enhancements,landscaping improvements,lighting improvements,and roadway
reconstruction. Additionally,due to existing listed contaminated sites within the proximity of the right of way
improvements,environmental coordination including contaminated sites analysis and consideration of the radius
of influence was necessary for coordinating dewatering operations.Due to the existing mixed residential and
commercial environment of this neighborhood,special design efforts were made to incorporate walkable
community elements including meeting all ADA requirements,providing street furniture,providing bicycle paths,
upgrading sidewalks,incorporating specialty treatments at crosswalks,landscaping improvements with
specialized tree wells to provide a walkable surface and bulb outs to increase pedestrian friendliness and
safety.This project also required extensive coordination with the public,adjacent CRAs,historic districts and
various regulatory agencies.
CHEN•MOORE I
65
&V,S X IAT-C
Jannek Cederberg, M. SC., P.E CUMMINS I CF:DERBE:N(i
Principal Engineer Coastal& Marine Engineering
As Principal,Mr.Cederberg is responsible for
all engineering production including RELEVANT EXPERTISE:
scheduling, resource allocation, and quality
management. • Waterfront Engineering and Planning
• Coastal Resiliency
Mr. Cederberg is formally trained as a • Numerical Modeling
coastal and marine engineer from the -
Technical University of Denmark. He has Environmental Permitting
more than fifteen years of experience in • Coastal and Marine Structures
coastal and marine engineering. • Coastal Processes-Waves,Currents,Sediment Transport and Hurricanes
He is a registered professional Engineer in
the United States and he has completed
engineering analyses,designs and permitting RELEVANT EXPERIENCE
for a variety of shore protection, beach Hillsboro/Deerfield Beach Restoration, Broward County. Coastal engineering and
nourishment, river, cruise ship, marina and environmental permit processing for 400k cubic yard beach fill project. Engineering design of
water front projects throughout Florida,the beach fill template.Cross-shore sediment transport modeling.Geotechnical investigations and
Caribbean and Central America. dredge plan for offshore borrow source.Construction drawings and technical specifications.
EDUCATION Sunny Isles Coastal Analysis, Sunny Isles, Florida. Assessment of local sediment transport
• M.Sc,Coastal Engineering, characteristics and the potential for shoreline stabilization along Sunny Isles Beach.Statistical
Technical University of Denmark analysis of offshore waves.Numerical modeling of waves and sediment transport.Based on the
assessment,a beach management plan was prepared for long-term planning.
REGISTRATION
Crandon Marina Sedimentation Study,Miami,Florida.Analysis of ongoing sedimentation issue
• Registered Engineer-Florida at the Crandon Marina located on the northwest end of Key Biscayne. The scope of work
Reg.No.69839 included field investigations, analysis of coastal processes, numerical modeling, sediment
transport analysis and comparison of alternatives. The field investigations included
PROFESSIONAL AFFILIATIONS topographic/bathymetric surveying, current/tidal measurements, marine resource mapping
and sediment sampling for use in the engineering the analysis. Wave and hydrodynamic
• Permanent International Association of modeling were conducted to analyze the coastal processes. Potential solutions to eliminate
Navigation Congress sedimentation were developed and compared to the existing periodic dredging operation
• Member of PIANC Working group relative to short and long- term cost, engineering/permitting components and grant
• Design and Operational Guidelines for opportunities.
Superyacht Facilities"
• Danish Society of Hydraulic Engineering Sunset Harbour Yacht Club, Miami Beach. Sunset Harbour Yacht Club. The project included
repairs of concrete slabs, caps and piles for 125-slip marina located in Biscayne Bay Aquatic
Preserve, which has strict environmental guidelines. A marine resource assessment was
conducted to assess potential impacts. Pre-application meetings were conducted with
environmental agencies to understand primary concerns and potential impacts on schedule.
Environmental permit applications were prepared and processed with DERM,FDEP,and USACE.
Building permit was obtained with City of Miami Beach.Detailed repair drawings were prepared
with specific criteria to minimize impacts to marine resources and water quality.
Dade Boulevard Seawall Replacement, Miami. Harbour Construction/City of Miami Beach.
Marine engineering and construction drawings for 2,670 linear feet of seawall replacement with
steel sheet pile and reinforced concrete cap.Structural design of barrier wall connection to cap,
and utility crossover detail for FPL 69KV oil-filled transmission line. Pre-construction seawall
inspection of opposite shoreline,and vibration monitoring during pile driving activity.
Winston Tower 700,Sunny Isles Beach.Construction of 240 feet of seawall and repair of 800
feet seawall for shoreline stabilization at large condominium. Above/below water condition
inspection,seawall replacement and repair design,permit application and processing
(DERM/USACE/DEP),construction administration.
Cummins I Cederberg
7550 Red Rood,Suite 217•South Miami.Florida 33143
Phone:+1 305 741 6155-Fax:+1 305 974 1969 66
info@CumminsCederberg.com•www.CumminsCederberg.com
Jannek Cederberg, M. SC., P.E CUMMINS I ct: )I B Iu;
Principal Engineer Coastal & Marine Engineering
RELEVANT EXPERIENCE
Village of Key Biscayne Beach Nourishment, Florida. Coastal engineering and environmental permitting for 120,000 cy beach fill and dune
restoration project. Beach profile and hydrographic surveys conducted, along with sand source search, jet probes, vibracores, and sediment
compatibility analysis.Coordination of dune vegetation planting and exotic removal plan.
32nd Street Morphological Change Study, Florida.GIS analysis of morphological changes related to the construction of three shoreline attached
breakwaters at the 32nd street erosional hotspot.GIS database was established and the morphological changes was reviewed relative to coastal
processes.Based on the study,recommendations were provided for short and long term beach management.
Costa Brava Marina, Miami Beach. Environmental permitting for reconstruction of a 30-slip marina in Biscayne Bay through local, State, and
Federal agencies(DERM,FDEP,and USACE).Engineering support through construction bid process,including bid evaluation and selection.
Rybovich Spencer Boatyard, West Palm Beach. Coastal design criteria for fixed and floating dock structures, including an integrated wave
attenuator. Numerical wave and hydrodynamic modeling. Evaluation of flushing characteristics and water quality for proposed marina design.
Simulation of current velocities at the entrance and evaluated navigation.
Tides Condominium FEMA Risk Mapping, Hollywood, Florida. Erosion and scour assessment based on existing beach and seawall conditions.
Numerical modeling of wave propagation, storm surge and potential wave runup impacts. Rezoning flood insurance rate map based on coastal
engineering analysis.
Crab Cay Bridge Scour Assessment,Exuma,Bahamas.Storm surge and hydrodynamic modeling of hurricane conditions in tidal channel to develop
design current speeds.The scour analysis was conducted in accordance with the Florida Department of Transportation (FDOT) and Federal
Highway Administration (FHWA) guidelines. The scour calculations included contraction scour due to the overall presence of the bridge and
associated constriction of flow in the canal,as well as local scour occurring at the individual pier foundations.
Regional Sediment Transport Study, Miami. Shoreline and sediment transport studies performed on the coast of Miami-Dade County between
Bakers Haulover Inlet and Government Cut.Numerical modeling conducted utilizing Danish Hydraulics Institute(DHI)MIKE 21 and LITPACK software
to simulate waves and nearshore coastal processes.
Rickenbacker Causeway Recreation Area,Miami.Design of shoreline stabilization and associated public recreation area improvements along 2.5
miles of shoreline of the Rickenbacker Causeway across Biscayne Bay. Marine resource and hydrographic surveys completed, and coastal
engineering analysis conducted to assess design wave conditions, sediment transport and optimum shoreline stabilization methods. Design
elements included landscaping, invasive species removal with native species restoration, parking improvements, storm water management and
vendor kiosks for waterfront activities.
Port of Roatan Cruise Terminal,Roatan,Honduras.Design of reclamation and shore protection for cruise terminal expansion.Numerical modeling
of hurricane,storm surge,and wave propagation.
Great Stirrup Cay Development,Berry Islands,Bahamas.Site investigations,engineering analyses and master planning for cruise ship private island
destination improvements to accommodate 5,400 passenger cruise ships. Evaluated coastal processes, potential cruise ship pier island
infrastructure improvements,and beach design concepts.
Crandon Park Marina,Key Biscayne.Field investigations including bathymetric surveying,tide and current measurements,marine resource survey,
and sediment sampling. Tidal hydrodynamic modeling along with wave and sediment transport analyses conducted to determine source and
magnitude of marina sedimentation problem.Alternatives assessment of potential coastal structures to inhibit sedimentation and need for periodic
dredging.
Vizcaya Museum & Gardens, Miami. Site plan for storm surge protection wall, environmental wetland restoration and public space. Grant
application,regulatory permitting,and engineering design for marine works.Wall design for reinforced concrete able to withstand storm surge and
high wave loads associated with tropical storm event.
Cummins I Cederberg
7550 Red Road.Suite 217•South Miami.Florida 33143 67
Phone:+1 305 741 6155•Fax:+1 305 974 1969
info@CumminsCederberg.com•www.CumminsCederberg.com
Jason R. Cummins, M. Sc., P.E. CUMMINS I CEDERuI:R(:
Principal Engineer Coastal&Marine Engineering
Mr. Cummins is a Coastal Engineer with
significant experience in planning, RELEVANT EXPERTISE:
engineering, regulatory +Iermitting and
ultimate construction of coastal and • Planning and Feasibility of Marine Infrastructure Projects
waterfront development and infrastructure •
Underwater Investigations(SCUBA)
projects in Florida, Caribbean and Latin
America. • Coastal Design Criteria-Tides,Waves,Currents and Hurricanes
• Structural Design of Steel and Concrete Marine Structures
Mr. Cummins is a registered Professional • Bathymetric Surveying
Engineer in the U.S.; capable of designing
marine facilities, shoreline stabilization and
coastal structures. He is proficient in the
application of numerical models, including
the Danish Hydraulics Institute(DHI) RELEVANT EXPERIENCE
MIKE-21 suite of numerical modeling tools, Hillsboro Inlet Channel Improvements, Broward County, Florida. Engineering design and
structural analysis tools and Federal State construction administration for 8k ton artificial reef mitigation for 165,000 cubic yard
and Local design codes. inlet-dredging project to improve coastal sediment bypassing and navigation.Site engineering
support for minor repairs to north jetty rock structure. Inspection of south jetty rock crib
In addition to his professional achievements, structure,and recommendations for repair.
Mr. Cummins presently serves on the non-
profit Board for Bill Baggs Cape Florida State Sunny Isles Coastal Analysis, Sunny Isles, Florida. Assessment of local sediment transport
Park. characteristics and the potential for shoreline stabilization along Sunny Isles Beach. An
evaluation of nearshore coastal processes and sediment transport characteristics in the
EDUCATION Project vicinity was completed. Based on the assessment, a beach management plan was
• B.Sc.&M.Sc. prepared for long-term beach planning.
Coastal and Oceanographic Engineering,
University of Florida Village of Key Biscayne Beach Nourishment, Key Biscayne,Florida.Coastal engineering and
environmental permitting support for dune restoration project. Beach profile and
hydrographic surveys conducted, along with sand source search, and sediment
REGISTRATION compatibility analysis.Coordination of dune vegetation planting and exotic removal plan.
• Professional Engineer-Florida
No.71538 One Miami Condominium,Miami.Above and below water structural inspection of more than
900 feet or bulkhead consisting of steel sheet piles,reinforced concrete cap,and concrete mat
PROFESSIONAL AFFILIATIONS scour protection. Prepared engineering report to document investigation, including specific
deficiencies,conditions rating and cost estimate for recommended repairs.
• Urban Land Institute
• American Society of Civil Engineers
■ American Institute of Architects Winston Towers 700,Sunny Isles Beach. Repair and/or replacement of more than 1,000 feet of
■ South Florida Association of seawall for shoreline stabilization for large condominium. Above/below water condition
Environmental Professionals. inspection,seawall redesign(steel sheet pile),permitting support,construction administration,
vibration monitoring.
Costa Brava Marina, Miami Beach, Florida. Costa Brava Condominium Association.
Environmental permitting for reconstruction of a 30-slip marina in Biscayne Bay through local,
State, and Federal Agencies Such as Miami-Dade County Regulatory, Economical Resources
Department,Florida,Department of Environmental Protection and US Army Corps of Engineers.
Engineering support through construction bid process, including bid evaluation, contractor
selection and construction administration.
Vizcaya Museum & Gardens, Miami, Florida. Site plan for storm surge protection wall,
environmental wetland restoration and public space.Grant application,regulatory permitting,
and engineering design for marine works.Wall design for reinforced concrete able to withstand
storm surge and high wave loads associated with tropical storm event.
Cummins I Cederberg
7550 Red Road,Suite 217•South Miami,Florida 33143 68
Phone:+1 305 741 6155-Fax:+1 305 974 1969
info&CumminsCederberg.com•www.CumminsCederberg.com
Jason R. Cummins, M. Sc., P.E. CUMMINS CLDLiiBERG
Principal Engineer Coastal & Marine Engineering
RELEVANT EXPERIENCE
14th Street End Seawall Project,Miami Beach.Marine engineering for new seawall in association with street-end and storm water pump station
improvements.Seawall constructed at increased design elevation from concrete piles and panels with reinforced concrete cap,as well as opening
for outfall.Construction inspection performed for concrete pours and pile/panel installation.
Miami Beach Emergency Truck Haul,Miami Beach.Performed surveying,data collection,volumetric and equilibrium toe of fill analysis based on
available historical beach profiles and proposed fill volumes for four segments of beach.Designed fill template to maximize emergency truck haul
nourishment based on observed eroded conditions.Survey stake-out of proposed fill template.
Sunset Harbour Yacht Club,Miami Beach.Repairs of concrete slabs,caps and piles for 125 slip yacht marinas. Environmental permit applications
were prepared and processed with the Miami Dade County Regulatory and Economical Resources Department, Florida Department of
Environmental Protection and US Army Corps of Engineers. Detailed repair drawings were prepared with specific criteria to minimize impacts to
adjacent structures, including the removal and replacement of severely deteriorated deck slabs.Construction administration services were
provided to review in accordance with construction documents and environmental permits.
Fort Zachary Taylor State Park, Key West.Above and below water inspection of breakwaters, terminal groin, as well as topographic survey to
accurately identify rock displacement and settlement.Coastal engineering design and environmental permitting for truck-haul beach fill project.
Sun Power Diesel Marina Facility,Broward County.Dredging design for the proposed marina basin as well as dock and bulkhead design to support a
300-slip dry storage facility.Current and tide measurements were obtained to calibrate a numerical hydrodynamic model,which was then utilized to
evaluate the flushing time for the proposed dredged conditions.
Hillsboro/Deerfield Beach Restoration, Broward County.Coastal engineering and environmental permit processing for 400k cubic yard beach fill
project. Engineering design of beach fill template. Cross-shore sediment transport modeling. Geotechnical investigations and dredge plan for
offshore borrow source.Construction drawings and technical specifications.
North District Wastewater Treatment Plant.Assessment of coastal resiliency of important infrastructure components relative to flooding and sea
level rise.Analyzed storm surge impacts from historical hurricane events as well as assessed potential and magnitude of future
impacts.Evaluated risk and probability of various events.
Rybovich Spencer Boatyard, West Palm Beach. Coastal design criteria for fixed and floating dock structures, including an integrated wave
attenuator. Numerical wave and hydrodynamic modeling. Evaluation of flushing characteristics and water quality for proposed marina design.
Simulation of current velocities at the entrance and evaluate navigation
Tides Condominium Risk Mapping,Hollywood.Erosion and scour assessment based on existing beach and seawall conditions.Numerical modeling
of wave propagation, storm surge and potential wave run up impacts. Prepared and processed letter of map revision(LOMR) based on detailed
survey information and coastal design conditions.
Troumassee Development,St.Lucia.Conducted a feasibility study of the coastal processes with regards to the proposed Troumassee Development
project located on the island of St. Lucia, British West Indies. The 1,200-acre proposed development includes a hotel, golf course, in-water
bungalows,lagoon and beaches.Conducted storm surge analysis,flushing analysis,river and coastal stabilization design and a project comparability
study.
Vertical Yacht Club at Marina Mile,Broward County.Prepared design of bulkhead and docks for boats up to 70 feet for the redevelopment of the
Vertical Yacht Club marina facility located on the New River in Fort Lauderdale. Prepared engineering studies and communicated with
environmental agencies relative to project approval.Conducted a site specific flushing analysis to assess potential impacts of dredging on water
circulation and quality
Dade Boulevard Seawall Replacement, Miami Beach, Florida. Marine engineering and construction drawings for 2,670 linear feet of shoreline
stabilization associated with a linear park and bike path.Structural design of steel sheet pile and reinforced concrete cap, including barrier wall
connection,and utility crossover detail for FPL 69KV oil-filled transmission line.
Cummins I Cederberg
7550 Red Road.Suite 217•South Miami.Florida 33143 69
Phone:+1 305 741 6155•Fox:+1 305 974 1969
info@CumminsCederberg.com•www.CumminsCederberg.com
Gina Chiello, B.Sc. CUMMINS I CEDERRERG
Senior Project Manager Coastal&Marine Engineering
Ms. Chiello oversees all environmental
fieldwork and permit processing. RELEVANT EXPERTISE:
As a former reviewer with the Florida • Environmental Permitting
Department of Environmental Protection, • Sovereign Submerged Lands Issues
she has a strong background in regulatory • Marine Resource Assessments and Surveying
proceedings, including environmental and
•
land use regulations at the local, state, and Environmental Impact Assessment
federal levels. • Mitigation Planning
• Environmental Impact Statement
She has extensive experience conducting
marine resource surveys and performing
fieldwork throughout South Florida and the
Caribbean RELEVANT EXPERIENCE
Normandy Ventures Docking Facility, Miami Beach. Managed project involving extensive
EDUCATION project team and agency coordination.Conducted sovereign submerged lands research relative
to historical mooring and grandfathering.Secured permits from the USACE,DEP,and DERM,as
• Graduate Certificate Geographic well as sovereign submerged lands authorization via a lease for an 8 slip private docking facility,
Information Systems, that also required an EQCB variance from Miami-Dade County Code,along the east side of the
Florida Atlantic University project site, in the Biscayne Bay Aquatic Preserve. Secured a permit from DERM for a 4 slip
• B.S.Marine Biology, marginal docking facility, along the south side of the project site, affecting City owned
University of West Florida submerged lands and requiring an EQCB variance from Miami-Dade County and BCC approval,
as well as permit modifications from the USACE and DEP.
CERTIFICATIONS
• NAUI Rescue Dive Certification Miami Harbor Phase III,Miami.Established and conducted the one year annual monitoring of
48 permanent transects along 11.6 acres of artificial reef, to be monitored for 5 years, as
• American Academy of required by the DEP permit.Work involved installing pins to mark the each transect as well as
Underwater Sciences(AAUS) installing survey nails to mark the corners of the ten (10) 1-meter square quadrat of each
Scientific Diver Certified transect, and collecting quantitative quadrat data using BEAMR methodology on the benthic
biological components of the artificial reef including identification and percent cover of
PROFESSIONAL AFFILIATIONS functional groups (e.g. corals, octocorals, sponges, algae, etc.). Monitoring reports were
prepared per the project specific permit conditions.
• America Academy of Underwater
Sciences(AAUS) Bentley Bay Marina Project, Miami Beach. Managed project that involved extensive project
• Florida Association of Environmental team and agency coordination. Conducted extensive sovereign submerged lands research
Professionals(FAEP),Treasure Coast relative to historic mooring and the Butler Act Disclaimer. Secured permits from the Corps,
Chapter(TCC),Secretary FDEP,and DERM, as well as sovereign submerged lands authorization via a lease for a 16 slip
public docking facility,where seagrass is present,in the Biscayne Bay Aquatic Preserve.
Port Miami Terminal H Maintenance Dredging,Miami.Conducted a marine resource survey in
order to assess an area of approximately 62,375 square feet of submerged bottom at the east
end of Port Miami, adjacent to the Pilot Station, and determine whether significant marine
resources such as seagrass or corals are growing on the substrate to evaluate impacts related to
the Project.
Amillarah Islands, North Miami Beach. Conducted a marine resource assessment of the
submerged lands as required by the environmental regulatory agencies, in order to evaluate
impacts related to the proposed Project and as required to secure permits for the proposed
Project.A Field Observation Report was prepared documenting the extent,species,and density
of existing marine resources.
Sunset Island Utility Replacement Project,Key West.Managed project that involved extensive
project team coordination and agency coordination.Secured permits from the Corps,FDEP,and
FKNMS to replace existing potable water and wastewater utilities, via HDD, below Key West
Harbor Navigation Channel and turning basin within the FKNMS and on sovereign submerged
lands.
Cummins I Cederberg
7550 Red Road.Suite 217•South Miami.Florida 33143 70
Phone:+1 305 741 6155•Fax:+1 305 974 1969
infoQCumminsCederberg.com•www.CumminsCederberg.com
Gina Chiello, B.Sc. CUMMINS CIDERBI RG
Senior Project Manager Coastal& Marine Engineering
RELEVANT EXPERIENCE
Rickenbacker Marina Dredging & New Piers, Key Biscayne. Managed and conducted the review and permit evaluation of the DEP permit
application to install a dock extension,finger piers, and floating docks, and to dredge within the Biscayne Bay Aquatic Preserve adjacent to the
Rickenbacker Marina Miami.This project also included planting mangroves for public interest.
Sunset Harbor Yacht Club, Miami-Dade County. Managed and conducted the review and permit evaluation of the DEP permit application and
request to use Sovereign Submerged Lands to dredge 43,000 ft2 with-in the Biscayne Bay Aquatic Preserve,adjacent to the Sunset Harbor Yacht
Club,a private multifamily docking facility.
Village of Key Biscayne Beach Re-nourishment,Village of Key Biscayne,Florida.Conducted resource assessments of the nearshore seagrass habitat
using the Braun Blanquet method to monitor twenty-seven 35 meter long transects and conducted nearshore seagrass edge mapping,to evaluate
any unanticipated project related impacts. Monitoring Reports were prepared, per the project specific permit requirements, documenting the
findings of the nearshore seagrass edge surveys and Braun Blanquet monitoring data.
Miami Harbor Phase III, Miami,Florida.Conducted compliance monitoring of 100 Acopora cervicomis colonies located adjacent to the entrance
channel for the Miami Harbor Phase Ill Federal Channel Expansion Project in order to evaluate impacts related to the Project.Work involved locating
and tagging colonies, taking photographs, measuring colony size, identifying stress indicators, and assessing tissue color and partial mortality.
Monitoring reports were prepared per the project specific permit conditions.
Hillsboro Inlet District Maintenance Dredging&Sand Bypassing,Broward County,Florida.Managed project and secured permit modifications from
the USACE,DEP,and Broward County.Several permit conditions were modified to better suit the ongoing nature of the maintenance dredging and
sand bypassing activities of the Hillsboro Inlet District. Provided as needed environmental and engineering consulting services with regards to
permit compliance.
Currie Park Boat Ramp,West Palm Beach,Florida. Managed project and coordinated with the USACE,USCG,DEP,and FWC to secure permits for
dredging new navigational channels,installing aids to navigation,and constructing staging docks,where seagrass is present,in association with a
public park.
Hillsboro Club Dune Restoration,Town of Hillsboro Beach,Florida. Managed Project and coordinated with DEP to secure a Coastal Construction
Control Line(CCCL) permit to restore a dune adjacent to a multifamily condominium by placing approx. 1,300 cubic yards of sand on the beach.
Conducted a dune vegetation survey and prepared an invasive exotic removal and native plantings plan. Coordinated with DEP regarding
appropriate sand color and placement and construction methodology.Currently under contract for construction administration services and permit
close out.
Paradise Realty Project,Hillsboro, Florida. Managed project and coordinated with the Corps, FDEP, and Broward County to secure permits and
sovereign submerged lands authorization via a lease for a new bulkhead, dock, and dredging where seagrass and mangroves are present.
Conducted a UMAM assessment and designed a mangrove mitigation plan to offset impacts to seagrass and mangroves that included a mangrove
planter and mangrove relocation.
Palm Beach County Living Shoreline,Palm Beach County.Managed and conducted the review and permit evaluation of the DEP permit application
and request to use Sovereign Submerged Lands to 3.32 acres of shoreline and non-vegetated substrate by installing riprap,in-stalling breakwater
systems,and creating mangrove planters along the shorelines of Juno Dunes Natural Area,Bryant Park,Jewel Cove,and Highland Beach North and
South.
Parque Towers, Sunny Isles Beach, Florida. Managed project involving extensive project team and agency coordination. Coordinated with the
USACE,SFWMD,and DERM to secure permits for a new bulkhead,which required Miami-Dade County BCC approval,in association with an upland
development, where seagrass and mangroves are present. Conducted a UMAM assessment and designed a mangrove mitigation plan to offset
impacts to mangroves that included a mangrove planter.Conducted a WATER assessment and coordinated with the FPL Everglades Mitigation Bank
to purchase saltwater credits to offset the remaining mitigation requirements.
City of Miami Beach South Pointe Park Fishing Pier,Miami-Dade County,Florida.Managed and conducted the review and permit evaluation of the
DEP permit application to demolish an existing public fishing pier and install a new 10,095 ft2 public fishing pier located within Government Cut and
the Atlantic Ocean adjacent to South Pointe Park Miami Beach. This project required a Marine Turtle Lighting Plan and the relocation of
scleractinian corals and octocoral colonies to suitable recipient sites prior to construction in order to avoid and minimize impacts to these resources.
Cummins I Cederberg
7550 Red Road,Suite 217•South Miami,Florida 33143
Phone:+1 305 741 6155-Fax:+1 305 974 1969 71
info@CumminsCederberg.com-www.CumminsCederberg.com
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Tab 3 — Approach and Methodology
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3.1 Approach and Methodology
This section addresses the requested information regarding approaches and methodology Balmoral and
its team has employed on other projects in the areas of:
• Complex analysis related to City investments, flooding and sea level rise risk, and impacts on tax
base, flood insurance, mortgage lending and credit ratings.
• Assessment of land use issues relative to infrastructure program analysis, resiliency or adaptation
strategies.
• Innovative analysis or studies that have helped clients in addressing issues and responses relating
to resiliency,sustainability and adaptation.
The Balmoral Group team has completed several salient projects employing a variety of methodologies
depending on the task at hand.This section is organized as follows:
1. Summary data for a select set of representative team projects.
2. Concise description of how we may incorporate facets of the methodologies used elsewhere in
an approach for Miami Beach and particular using the Pilot Task Order as a hypothetical
assignment.
3. Brief synopsis of innovative approaches and tools we may recommend as ongoing work
1. Select representative approaches used on other projects
Project: Community Resiliency Analysis for Martin and Okaloosa County, Florida
Client: Florida Department of Economic Opportunity
Topics addressed: Flooding and sea level rise risk,impacts on tax base and property values,land use and
infrastructure analysis, innovative recommendations to address resiliency and
adaptation
Issue: Which planning tools are likely to achieve the coastal resiliency objectives?The client
sought guidance for two counties facing significant planning challenges and very
different political and fiscal environments. Specific topics of interest included
identification of which strategies may work in each community, and what level of
incentive may be required for markets to respond positively.
Approach: Business case analysis was conducted including cost benefit and policy/regulatory
analysis of seven alternative strategies to address coastal hazards relating to sea level
rise, including risks, potential incentives and legal implications of implementing
development rights programs (purchase and trade); buyouts, both fee simple and
through rolling easements; land use modifications; and planned retreat with
compensation.
Methodology: GIS-based cost benefit analysis was performed concurrently with legal review,
including consultation of legal experts at UF and in private practice. CBA analysis was
automated to allow parcel-level computations under multiple scenarios of sea level
rise (using hydrologic modelling of inundation). A series of technical memoranda
addressing specific topics (Temporal thresholds, rolling vs. conservation easements,
etc.) was produced during development of each CBA metric. CBA results identified
spatial and temporal patterns of effective strategies and time constraints for their
implementation; i.e. after certain points in time,some strategies were no longer cost-
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effective or engineering feasible. Legal and policy analysis supported development of
template statutory language and land use modifications under two approaches: a
flexible, market-driven approach, as well as a more prescriptive approach, to
accommodate the diverse nature of the two communities serving as pilots.
Stakeholder engagement was integral, including formal reviews and feedback by the •
County Planners at each step of the project.
Project: Analysis of Options to Protect Old Bar from Coastal Hazards
Client: New South Wales Office of Environment and Heritage,Australia
Topics addressed: Flooding and sea level rise risk, impacts on tax base and property values, mortgage
and insurance underwriting, land use and infrastructure analysis, innovative
recommendations to address resiliency and adaptation
Issue: Concerns about precipitous declines in property value related to coastal hazards
following repeated storm damage prompted review of the Council's coastal hazard
management plan. The Council's primary amenity is Old Bar beach,which has strong
sentimental value as a family vacation destination and is the location of important
resorts. Following the highly publicized loss of a road and several structures, residents
and Council faced difficult options including the inability to obtain mortgage financing
and insurance. Engineering solutions (a sea wall and/or beach nourishment) were
proposed and required analysis for cost-effectiveness.
Approach: Business case analysis was conducted including cost benefit analysis in close
consultation with coastal engineers and hydrogeologists as well as Council
management, state policymakers and local real estate practitioners. Distributional
analysis of costs and benefits was conducted to evaluate impacts of various funding
approaches and resultant implications for future tax rate revenues and fiscal
obligations.
Methodology: In concert with coastal engineers, probabilistic hazard lines were identified for use in
cost benefit analysis and as a baseline for evaluating multiple property value and
development scenarios.GIS-based CBA estimates were prepared under each scenario,
some of which included redevelopment at higher density due to the protections
offered by armoring. Careful coordination with stakeholders to fully vet assumptions
occurred throughout and the report was lauded as a landmark study. The
recommendations were adopted by Council in a controversial vote. As a result of the
report, State rules regarding infrastructure funding were modified to accommodate
property buy-outs and easements in addition to "hard" infrastructure works. Three
years later,the plan is being implemented.
Project: Infrastructure funding and financing to support redevelopment of Baldwin Park
Client: City of Orlando
Topics addressed: City credit rating and risk modelling,land use and infrastructure analysis, Impacts on
tax base and property values
Approach: Facing the closure of a military base and a large area of stigmatized land in the City
center (due to highly publicized contamination), the City faced uninsurable property,
potentially destabilizing market values and massive infrastructure needs.Identification
of innovative methods to finance major infrastructure investments was necessary,
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including addressing the city's concerns about how the financing may affect its credit
rating,general obligation rates and general revenues.
Methodology: Engaging closely with the financial market, along with the City's financial and legal
advisors, to understand the risk concerns of both the general and private placement
markets, CSG/GAI was able to successfully structure funding and infrastructure
phasing. A key element was CSG's ability to recommend reasonable assurance
statements and attest to the revenue projections generated by the planned
improvements.Through a successful track record(of nearly 50 analyses prepared over
the past twenty years,only one has proven faulty but it is now being revised),CSG was
able to develop investor confidence to underwrite a high risk investment and maintain
credible lending and risk levels. More than ten years later,the infrastructure financing
has been extremely successful and property values have become among the most
desirable in the region.While not a specific flooding/SLR scenario,the same principles
apply—addressing and quantifying uncertainty, understanding the financial market's
perceptions of the associated risks and how they may change over time,and allocating
fiscal impacts temporally to avoid negative budget implications and improve credit
ratings.
Project: Brickell Key Coastal Resiliency Planning
Client: City of Miami
Topics addressed: Flooding and sea level rise risk,impacts on property values,land use and infrastructure
analysis,innovative recommendations to address resiliency and adaptation
Issue: Brickell Key houses some of the most valuable real estate in Miami,and the City wished
to understand the vulnerability of coastal infrastructure on the island and what cost-
effective steps could be taken to mitigate risks from storm impacts.
Approach: Cummins I Cederberg focused on thoroughly inspecting existing infrastructure and
identifying methods to adapt existing infrastructure to likely conditions with sea level
rise and make long term planning recommendations.
Methodology: Cummins I Cederberg conducted analysis of sea level rise and extreme tide events for
the entire island perimeter to thoroughly understand the potential for increased storm
impacts and the necessary water level design conditions. The plan included design
work for current protection of vulnerable infrastructure and in turn valuable real
estate, as well as recommendations for future adaptation actions to accommodate
expected changes over time. An extension of the existing concrete cap was designed
to increase the elevation along the shoreline perimeter. A structural analysis was
conducted to ensure the existing seawall could withstand the additional loading. To
prevent tidal flooding of inland low lying areas through existing drainage pipes, tidal
valves were installed.The tidal valves allow water to drain into the bay but blocks tidal
water from entering.
Project: Central Bayshore South Right of Way Infrastructure Improvements, Miami Beach
Client: City of Miami Beach
Topics addressed: Impacts on tax base and property values,land use and infrastructure analysis
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Approach: With responsible and sustainable resilience at the forefront of design considerations,
Chen Moore and Associates (CMA) recently completed the Central Bayshore South
Neighborhood Improvement project. CMA incorporated unique design features to
protect the low lying communities within the City of Miami Beach against storm water
and tidal conditions in the present and future. This was accomplished via a
combination of elevating the roadways and installing a new positive discharge drainage
system with 20,000+gpm storm water pump stations and gravity bypass pipes, while
achieving significant water quality improvements via trash racks and mechanical
separator units.
Methodology: CMA was able to incorporate a higher level of resilience by modeling with a higher tail
water condition. In this case, an elevation of 2.2' NGVD was assumed to account for
the rising sea levels. Additionally, swale inlets were incorporated into the drainage
system design to account for the difference in elevations resulting from raising the
roadways.This allowed harmonization with driveways while ensuring positive drainage
away from private properties. As an additional safeguard, CMA lined the smaller,
existing outfall pipes and set new inlets just above the overall water quality elevation
to serve as additional overflows,should the drainage/pump system ever be surcharged
or malfunction.
2. A concise description of how we may incorporate facets of the methodologies used for other clients
in an approach for Miami Beach and with the Pilot Task Order as a hypothetical assignment.
The City describes a potential pilot project that may entail analysis of a completed project or a sample
neighborhood project,to be completed on short turnaround time and with 2060 sea level rise scenarios
and a 10-year storm event.The analysis would include with and without infrastructure improvements to
the stormwater system.The Balmoral Group team would propose a rapid turnaround approach.
There are three concurrent paths of investigation in a business case with this scope:
• Physical/spatial limits of area of interest and probability of risk incidence
• Extent of impacts influencing project costs and benefits
• Understanding potential financial/fiscal impacts and flow-on effects to financial markets
First the team would confirm that the necessary hydrologic modelling work had not already been
completed for another project and could simply be referenced. If it were not completed we would utilize
our team's local experience and existing institutional library, to cost effectively prepare the necessary
information for the 10-year storm event, incorporating both the City's 8.75 inches/24 hours and 2.7 ft
NAVD per policy.This modelling would generate current 10-year storm impacts and 2060 year SF sea level
rise conditions that would then be used to generate alternative scenario impacts under existing and post-
improvement conditions.
Anticipated team members:
Balmoral:Valerie Seidel,Craig Diamond,Alicia Barker—Understand outputs of model and spatial
extent of impacts under various scenarios
Chen Moore:Gregory Mendez, Patrick Kaimrajh—Prepare model and summarize output; prepare
frequency and duration of inundation under various scenarios
GAI/CSG:Owen Beitsch—Understand likely extent and probability of risk
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Based on the model scenarios, GIS maps will be prepared of properties and infrastructure directly and
indirectly impacted under the alternative scenarios. An inventory of pertinent cost and benefit measures
will be assessed and built into GIS to allow for rapid calculations and updating. Baseline cost or revenue
data related to properties and population, such as ad valorem, special assessments, utilities, from
franchise fees to recreation fees to use of City services, business licenses or taxes,etc.,will be tabulated.
Flood-related costs, such as debris removal, restoration of services or public access/safety repairs,
rehabilitation of utility infrastructure and roads, groundwater protection, etc., will be addressed and
related to severity of flooding where feasible. Current and prospective costs to implement new building
types or standards that meet the City's emerging development regulations will be assembled. Balmoral
anticipates the use of case studies of other recently
impacted high-risk areas such as New Orleans,Houston,
Cape May,and Ocean City to support the application of
cost and benefit data.' These areas are confronting
"Producer surplus" is the generator of wealth that
accelerating rates of sea level rise and exhibit significant drives an economy; increasing surplus spurs
areas that would be permanently flooded without additional investment and economic growth,while
engineered protection. Current, peer-reviewed declining surplus repels investment and can cycle
literature will be a key tool to ensuring the City benefits into a contracting market. If producer surplus is
from the latest information regarding the outcomes of increasing, lenders and financiers will continue to
similar efforts elsewhere.' invest;if producer surplus is declining,investors will
Balmoral will coordinate with the City project team to pull back, perceived risk will be amplified, and real
review documentation of the benefits of the City's estate values will stagnate or decrease.
investments. Paramount among these will be the Balmoral has refined efficient methods of
degree to which properties currently flood less (depth estimating producer surplus from available data
of inundation,duration and frequency)as a result of the including Bureau of Economic Analysis GDP by
City's stormwater capital improvements program. industry tables which provides metropolitan data
Other benefits may include avoided costs of as current as November 2016, Bureau of Labor
infrastructure repairs, replacement, safety/access Statistics Quarterly Census of Employment&Wage
emergency repairs, etc. Repeated repair costs become data and Nielsen Site Report sales data which can
a liability to local residents and taxpayers, which has be used to scale metro data to local firm specifics,
insidious effects on fiscal budgets and property values. and U.S. Census Bureau Report of Organizations
An area of interest for understanding projected data. Baseline producer surplus will be estimated
economic outcomes is producer surplus; i.e. profits and from existing firms and used to build alternative
capital produced after wages and operating expenses. scenarios of future economic outcomes as well as
The box at right provides detail on Balmoral's sensitivity analyses. Discussions with the local real
proprietary techniques for understanding whether local estate investment community will be important to
capital is increasing in a quantifiable and defensible incorporate potential impacts on investor
way. Discussions with the local real estate investment confidence and perception.
1 http://www.nytimes.com/interactive/2012/11/24/opinion/sunday/what-could-disappear.html
2 Miami-Dade is a featured community in the 2016 Kresge Foundation's"Case Studies,Climate adaptation:The
State of Practice in U.S.Communities".See also,for example:Treuer,Galen,"Risk and the Response to Sea Level
Rise in South Florida"(2017).Open Access Dissertations.1928.
http://scholarlyrepository.miami.edu/oa_dissertations/1928
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Business Case Analysis of the City of Miami Beach Stormwater Resiliency Program
community will be important during this stage to evaluate potential impacts on investor confidence and
perception.
During this phase, Balmoral will work closely withcompletion
rchelCity's project
rthe cost-benefit analysis ptions,ortionensure
of the
consensus on fundamental tenets, and expediteP
study. CBA ratios and metrics (NPV, NPV per capital dollar spent, and Benefit-cost ratio relative to status
quo) will be generated at property level and aggregated to identify spatial and temporal trends for each
alternative scenario.
Anticipated team members:
Balmoral:Valerie Seidel,Craig Diamond,Alicia Barker,Cortney Cortez—generating decision rules
and assigning metrics for each cost or benefit measure
trends
GAI/CSG: Owen Beitsch,Steven McDonald—understanding
Cumminsg 5 evaluate temporal paal and l trends, confirm
CumminsiCedarberg: Jannek Cederberg, Jason
assumptions regarding timing of various impacts in CBA
Finally, understanding potential financial and fiscal impacts and flow-on effects to financial markets will
he CBA,a realistic
be key to successful preparation of a meaningful businessthe5e roplosedn mg tp ovements pence vedsby the
sment
of likely impacts on property markets is required. Are p
investor community as likely to stabilize the situation?
the
sthe timing of p posed improvements
understood and accepted by the credit and insurance markets?
Iwell-matched to their optimal fiscal and benefit timeline?Are years,with aage sbal oon)?Thesetruments rarel quest to
ong
modified into shorter periods, as they are overseas(five or
that will be vetted discreetly with the private sector financial market,to existing mp improvements hhave been receow best to ived
imimprovements or to understand how the outcomes from
Ultimately the findings of the analysis will be documented for the business case.
Anticipated team members: values
Balmoral:Valerie Seidel,Craig Diamond—Summarizing CBA impacts on expected property
and fiscal commitments/metrics
GAI/CSG: Owen Beitsch, Steven McDonald — identify concerns of investor community, estimate
risks to property values and credit ratings
CumminsiCederberg:
Jannek Cederberg — understand investor concerns, evaluate whether
improvements can be phased differently or approached in a manner that better address concerns
CBA
s
nd
The business case will be prepared to incorporate the market acceptance,enarios evaluated, ad insurabilityn Draft
findings, and the likely impacts on property values, credit
documents will be provided to the City project team with sufficient
time for
Balmoral comment
will andise language revision
prior
to scheduled deadlines. Working closely with the project policy implications are readily evident,
presentation as needed to ensure concepts are clearly understood,p Y p
and supporting assumptions are properly documented.
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Business Case Analysis of the City of Miami Beach Stormwater Resiliency Program
3. A brief synopsis of innovative approaches and tools we may recommend as ongoing
work recommend that would be useful to the City in
There are several innovative approaches or tool we may
its resiliency program.
1. Hedonic modelling may
be articularly useful here:estimating the premium -in property values,using
p
statistical techniques -associated with protection from particular improvements (or, converse y,t e
being discount associated with proximity to a particular hazard or in harm's way). Balmoral has very a hedonic model to
efficient methods for preparing hedonic models, and is currently preparing will entail
quantify impacts of intracoastal waterways management for Miami-area D de Countyhicwhich h has more
preparing some complementary
data. Hedonic modeling
experience is in Florida than any other firm and produces quantifiable,replicable evidence of the effects
of a neighborhood that has
of a policy or improvement. The City could perform hedonic modeling
seen the benefits of stormwater improvements vs a comparrable�ar a tat has
t has been or
s ice versa—a
s.
neighborhood that has seen the ravages of stormwater flooding anagement. Their experience with
2. GAI/CSG offers innovative approaches to fiscal and budgetnd
e
municipal funding and the private investor market provides insights that may extend byoaddress ieyotor
stormwater; potentially viewing the budget more broadly than stormwater may
concerns and ensure risks are properly accounted for and absorbed or timed in the least fiscally
painful way. readily to test the sensitivity of
al
3. Alternative paths of land value and landusedan
se can
ppee obound/lower bound scenario simulation
assumptions about future growth. Balms likelychanges in population and employment density,
for Tampa Bay Estuary program to identify
on studies of low vs high energy prices and likely commute times and other behavior that affects
based pinpoint areas of land
development.The processes were automcom inated GIS
built-out,irecalculation,
tpcenarios still take on
use conflict. In Pinellas County,which is Pwhich is
assumptions. Similar sensitivity testing,
different paths and relative values under varying be valuable in testing resiliency scenarios.
supported by economic literature of land use change, may
4. Similarly, alternative scenarios of future costs can be readily tested; Balmoral prepares construction
prep
cost forecasts for FDOT for 5 years and 20 years, and can very efficiently swap out values. Based onca
rates, Balmoral can
GAI/CSG's experience with credit ratings, insurance underwriting and lendingert portfolio of Miami
GIS at project onset,scenarios can quickly and accurately
quickly test alternative capitalization rates flood insurance costs on the property
Beach. By pulling the City's parcel data into
assess alternative outcomes to address questions that may arise over time. Our clients find this one
ort is valuable;our professionals are able to quickly respond to inquiries
of the reasons Balmoral Supp economic analyses.
and provide solid data to back up
79IPage
The Balmoral Group Response
Miami Beach-RFQ 20177rog0KB
am
Business Case Analysis of the City of Miami Beach Stormwater Resiliency
5. As economists, Balmoral understands the r __
involving �. •;. f • -,
between visual triggers ��
linkages and uses ..*'" ,,
and behavior, •� .�. "
finances or assets, F
graphics and visual representation that are f :
appropriate for sensitive information. In our , f `y
graphics were -4,, c..)--
feasible
�
coastal resiliency projects, rc- 'y _:�
prepared that showed the number of cost- dc,..**,
before SLR
feasible strategies at each property
and under other alternatives, rather than
,----------------
a specific property may be the best
showing le. By sharing
candidates for buy out,for th
Figure 2.Results of Cost Benefit Analysis after hydrologic modeling of
the information in a wa
understandbutnot be p that at the public could o.lm Sea level rise.
way
on the defensive,the
discussion wass able to move forward rather Number of cost-effective strategies at each parcel is represented by color
gradient.
than be paralyzed by parochial interest.
6. Finally, probabilistic modeling
of SLR scenarios, to the extent this is not already at hand, is very
temporal thresholds for different Figure 3.Probabilistic Risk Profiles
valuable in identifying an example of
improvement scenarios. Figure 3 provides _ ,i — r=
represent the likelihood of .
profiles,which 4 , �"
probabilistic risk p given time
inundation at a particular point within a g period.
in coastal modeling but provides �i- �
This is an additional step economic risk. It may -
deal of clarity in understanding
goodof proposed ».t
identifying ordering
be useful for "�r';, rS YON Exo..a,ao.llo�uoa
impactsLagend
and investor r:: PRP Exa.dxnu%
improvements, in the context of fiscal WM o
'� d ,•l
I S Y
perception. g
y)t
/ 71
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801Page