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PSA with Willdan Financial Services, Inc.
90/9- 30'766 PROFESSIONAL SERVICES AGREEMENT BETWEEN THE CITY OF MIAMI BEACH AND • WILLDAN FINANCIAL SERVICES, INC. FOR ECONOMIC DEVELOPMENT CONSULTANT SERVICES, PURSUANT TO RFQ# 2019-084-ND This Professional Services Agreement (Agreement) is entered into this 2'7 day of , 20 d9 ("Effective Date"), 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 WILLDAN FINANCIAL SERVICES, INC., a California corporation, authorized to do business in Florida, having its principal office at 27368 Via Industria, Suite 200, Temecula, California 92590 ("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.Bo Martinez, Director of the Economic Development Department. 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 RFQ No. 2019-084- ND for Economic Development Consultant Services, 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. 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: Economic Development Department City of Miami Beach 1755 Meridian Avenue, 5th Floor Miami Beach, FL 33139 Attn: Bo Martinez, Director of the Economic Development Department 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, Exhibit "B" attached hereto. 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 (the "Effective Date" as set forth on page 1 hereof), and shall have an initial term of three (3) years, with two (2) additional one (1) year renewal options, to be exercised at the City Manager's sole option and discretion, by providing Consultant with written notice of same no less than thirty(30) days prior to the expiration of the initial term. Notwithstanding the Term provided herein, Consultant shall adhere to any specific timelines, schedules, dates, and/or performance milestones for completion and delivery of the Services, as same is/are set forth in the timeline and/or schedule referenced in the Consultant Service Order, Exhibit"B" attached hereto. 2 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 Approved Additional Services shallbe compensated in accordance with the hourly rates set forth in Exhibit "C," attached hereto. Any request for payment of Additional Services shall be included with a Consultant payment request. No mark-up shall be allowed on Additional Services (whether sub-contracted or not). 4.3 Reimbursable Expenses are NOT an allowance set aside by the City and shall be included in all bid pricing. 4.4 INVOICING Upon receipt of an acceptable and approved invoice, payment(s) shall be made within forty-five (45) days for that portion (or those portions) of the Services satisfactorily rendered (and referenced in the particular invoice). Invoices shall include a detailed description of the Services (or portions thereof) provided,and shall be submitted to the City at the following address: Accounts Payable Division Finance Department , City of Miami Beach 1700 Convention.Center Drive Miami Beach, FL 331391 payables@miamibeachfl.gov 4.5 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. 3 SECTION 5 TERMINATION 5.1 TERMINATION FOR CAUSE If the Consultant shall fail to fulfill in a timely manner, or otherwise violates, any of the covenants, agreements, or stipulations material to this Agreement, the City, through its City Manager, shall thereupon have the right to terminate this Agreement for cause. Prior to exercising its option to terminate for cause, the City shall notify the Consultant of its violation of the particular term(s) of this Agreement, and shall grant Consultant ten (10) days to cure such default. If such default remains uncured after ten (10) days, the City may terminate this Agreement without further notice to Consultant. Upon termination, the City shall be fully discharged from any and all liabilities, duties, and terms arising out of, or by virtue of, this Agreement. Notwithstanding the above, the Consultant shall not be relieved of liability to the City for damages sustained by the City by any breach of the Agreement by the Consultant. The City, at its sole option and discretion, shall be entitled to bring any and all legal/equitable actions that it deems to be in its best interest in order to enforce the City's rights 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 CONSULTANT, MAY IMMEDIATELY SUSPEND THE SERVICES UNDER THIS AGREEMENT FOR A TIME CERTAIN, OR IN THE ALTERNATIVE, TERMINATE THIS AGREEMENT ON A GIVEN DATE. IF THE AGREEMENT IS TERMINATED FOR CONVENIENCE BY THE CITY, CONSULTANT SHALL BE PAID FOR ANY SERVICES SATISFACTORILY PERFORMED UP TO THE DATE OF TERMINATION; FOLLOWING WHICH THE CITY SHALL BE DISCHARGED FROM ANY AND ALL LIABILITIES, DUTIES, AND TERMS ARISING OUT OF, OR BY VIRTUE OF, THIS AGREEMENT. 5.3 TERMINATION FOR INSOLVENCY The City also reserves the right to terminate the Agreement in the event the Consultant is placed either in voluntary or involuntary bankruptcy or makes an assignment for the benefit of creditors. In such event, the right and obligations for the parties shall be the same as provided for in Section 5.2. 4 SECTION 6 INDEMNIFICATION AND INSURANCE REQUIREMENTS 6.1 INDEMNIFICATION Consultant agrees to indemnify and hold harmless the.City of Miami Beach and its officers, employees, agents, and contractors, from and against any and all actions (whether at law or in equity), claims, liabilities, losses, and expenses, including, but not limited to, attorneys' fees and costs, for personal, economic or bodily injury, wrongful death, loss of or damage to property, which may arise or be alleged to have arisen from the negligent acts, errors, omissions or other wrongful conduct of the Consultant, its officers, employees, agents, contractors, or any other person or entity acting under Consultant's control or supervision, in connection with, related to, or as a result of the Consultant's performance of the Services pursuant to this Agreement. To that extent, the Consultant shall pay all such claims and losses and shall pay all such costs and judgments which may issue,from any lawsuit arising from such claims and losses, and shall pay all costs and attorneys' fees expended by the City in the defense of such claims and losses, including appeals. The Consultant expressly understands and agrees that any insurance protection required by this Agreement or otherwise provided by the Consultant shall in no way limit the Consultant's responsibility to indemnify, keep and save harmless and defend the City or its officers, employees, agents and instrumentalities as herein provided. The parties agree that one percent (1%) of the total compensation to Consultant for performance of the Services under this Agreement is the specific consideration from the City to the Consultant for the Consultant's indemnity agreement. The provisions of this Section 6.1 and of this indemnification shall survive termination or expiration of this Agreement. 6.2 INSURANCE REQUIREMENTS The Consultant shall maintain the below required insurance in effect prior to awarding the contract and for the duration of the contract. The maintenance of proper insurance coverage is a material element of the contract and failure to maintain or renew coverage may be treated as a material breach of the contract, which could result in withholding of payments or termination of the contract. A. Worker's Compensation Insurance for all employees of the Consultant as required by Florida Statute 440, and Employer Liability Insurance for bodily injury or disease. B. Commercial General Liability Insurance- on an occurrence basis, including products and completed operations, property damage, bodily injury and personal & advertising injury with limits no less than $1,000,000 per occurrence, and $2,000,000 general aggregate. C. Automobile Liability Insurance covering any automobile, if Consultant has no owned automobiles, then coverage for hired and non-owned automobiles, with limit no less than $1,000,000 combined per accident for bodily injury and property damage. D. Professional Liability (Errors & Omissions) Insurance appropriate to_ the Consultant's profession, with limit no less than $1,000,000. 5 Additional Insured - City of Miami Beach must be included by endorsement as an additional insured with respect to all liability policies (except Professional Liability and Workers' Compensation) arising out of work or operations performed on behalf of the Consultant including materials, parts,'or equipment furnished in connection with such work or operations and automobiles owned, leased, hired or borrowed in the form of an endorsement to the Consultant's insurance. Notice of Cancellation - Each insurance policy required above shall provide that coverage shall not be cancelled, except with notice to the City of Miami Beach do EXIGIS Insurance Compliance Services. Waiver of Subrogation— Consultant agrees to obtain any endorsement that may be necessary to affect the waiver of subrogation on the coverages required. However, this provision applies regardless of whether the City has received a waiver of subrogation endorsement from the insurer. J Acceptability of Insurers — Insurance must be placed with insurers with a current A.M. Best rating of A:VII or higher. If not rated, exceptions may be made for members of the Florida Insurance Funds (i.e. FWCIGA, FAJUA). Carriers may also be considered if they are licensed and authorized to do insurance business in the State of Florida. Verification of Coverage — Consultant shall furnish the City with original certificates and amendatory endorsements, or copies of the applicable insurance language, effecting coverage required by this contract. All certificates and endorsements are to be received and approved by the City before work commences. However, failure to obtain the required documents prior to the work beginning shall not waive the Consultant's obligation to provide them. The City reserves the right to require complete, certified copies of all required insurance policies, including endorsements, required by these specifications, at any time. CERTIFICATE HOLDER MUST READ: CITY OF MIAMI BEACH c/o EXIGIS Insurance Compliance Services P.O. Box 4668— ECM #35050 New York, NY 10163-4668 Kindly submit all certificates of insurance, endorsements, exemption letters to our servicing agent, EXIGIS, at: Certificates-miamibeachriskworks.com Special Risks or Circumstances - The City of Miami Beach reserves the right to modify these requirements, including limits, based on the nature of the risk, prior experience, insurer, coverage, or other special circumstances. Compliance with the foregoing requirements shall not relieve the Consultant of its liability and obligation under this section or under any other section of this agreement. 6 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. 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 Services 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 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, 7 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 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. 10.3 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. 10.4 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, 8 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. 10.5 CONFLICT OF INTEREST Consultant herein agrees to adhere to and be governedby all applicable Miami-Dade County Conflict of,Interest Ordinances and Ethics provisions, as set forth in the Miami-Dade County Code, as may be amended from time to time; and by the City of Miami Beach Charter and Code, as may be amended from time to time; both of which are incorporated by reference as if fully set forth herein. Consultant covenants that it presently has no interest and shall not acquire any interest, directly or indirectly, which could conflict in any manner or degree with the performance of the Services. Consultant further covenants that in the performance of this Agreement, Consultant shall not employ any person having any such interest. No member of or delegate to the , Congress of the United States shall be admitted to any share or part of this Agreement,or to any benefits arising therefrom. 10.6 CONSULTANT'S COMPLIANCE WITH FLORIDA PUBLIC RECORDS LAW (A) Consultant shall comply with Florida Public Records law under Chapter 119, Florida Statutes, as may be amended from time to time. (B) The term "public records" shall have the meaning set forth in Section 119.011(12), which means all documents, papers, letters, maps, books, tapes, photographs, films, sound recordings, data processing software, or other material, regardless of the physical form, characteristics, or means of transmission, made or received pursuant to law or ordinance or in connection with the transaction of official business of the City. (C) Pursuant to Section 119.0701 of the Florida Statutes, if the Consultant meets the definition of"Contractor" as defined in Section 119.0701(1)(a), the Consultant shall: (1) Keep and maintain public records required by the City to perform the service; (2) Upon request from the City's custodian of public records, provide the City with a copy of the requested records or allow the records to be inspected or copied 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 meetall 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 9 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 attorneys' fees, if: -, a. The court determines that the,Consultant;unlawfully refused to comply with the public records request within a reasonable time; and b. At least 8 business days before filing the action, the plaintiff provided written notice of the public records request, including a statement that the Consultant has not complied with the request, to the City and to the Consultant. (2) A notice complies with subparagraph (1)(b) if it is sent to the City's custodian of public records and to the Consultant at the Consultant's address listed on its contract with the City or to the Consultant's registered agent. Such notices must be sent by common carrier delivery service or by registered, Global Express Guaranteed, or certified mail, with postage or shipping paid by the sender and with evidence of delivery, which may be in an electronic format. (3) A Consultant who complies with a public records request within 8 business days after the notice is sent is not liable for the reasonable costs of enforcement. (F) IF THE CONSULTANT HAS QUESTIONS REGARDING THE APPLICATION OF CHAPTER 119, FLORIDA STATUTES, TO THE CONSULTANT'S DUTY TO PROVIDE PUBLIC RECORDS RELATING TO THIS AGREEMENT, CONTACT THE CUSTODIAN OF PUBLIC RECORDS AT: CITY OF MIAMI BEACH ATTENTION: RAFAEL E. GRANADO, CITY CLERK 1700 CONVENTION CENTER DRIVE MIAMI BEACH, FLORIDA 33139 E-MAIL: RAFAELGRANADO(a�MIAMIBEACHFL.GOV PHONE: 305-673-7411 • 10 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: . Willdan Financial Services, Inc. 200 South Orange Avenue, Suite 1550 Orlando, Florida 32801 Phone: 407-872-2467 Attn: James Edison Email:jedison@willdan.com TO CITY: City Manager's Office City of Miami Beach 1700 Convention Center Drive Miami Beach, Florida 33139 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: Bo Martinez, Director of the Economic Development Department 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 specificallyprovided 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. J , 11 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 WAIVER OF BREACH A party's failure to enforce any provision of this Agreement shall not be deemed a waiver of such provision or modification of this Agreement. A party's waiver of any breach of a provision of this Agreement shall not be deemed a waiver of any subsequent breach and shall not be construed to be a modification of the terms of this Agreement. 12.4 JOINT PREPARATION The parties hereto acknowledge that they have sought and received whatever competent advice and counsel as was necessary for them to form a full and complete understanding of all rights and obligations herein and that the preparation of this Agreement has been a joint effort of the parties, the language has been agreed to by parties to express their mutual intent and the resulting document shall not, solely as a matter of judicial construction, be construed more severely against one of the parties than the other. 12.5 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.iii 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] • 12 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: Ci y Clerk • Cit .anager Date: 1-et 9 • '\ ‘B E�11'11,/, I FOR CONSULTANT: !. ,--�� CIVIL AN FINANCIAL SERVICES, INC. ATTEST: NCOB ORATED a By. PILL . Li , X1,1 i vnatizz loco Pivliciakt Print Name and Title Print Name and Title Date: Q1Jff1Q1' QR F:\PURC\Solicitations\2019\2019-084-ND_RFQ_Economic Development Consultant Services\13 - Negotiations\Willdan\Agreemeent 19-084 7.23.19.doc APPROVED AS TO FORM & LANGUAGE & FO EXECUTION � r rQ 13 •e • __ �.` �1 �'�1 City Attorney Date EXHIBIT A SCOPE OF SERVICES Consultant will provide economic development consultant services to the City that may include (but not be limited to): comprehensive economic development strategic planning, developing high level evaluation of market opportunities and position strategies for key business corridors, evaluation of current market dynamics and economic assets, benchmarking and competitive assessment, asset-based economic development, sustainable development, SWOT analyses, cost modeling, leadership and organizational development models, business development strategies, targeted industry analysis, marketing and branding plans, prospect identification and outreach , competitive and responsible economic development incentive policies, workforce trends, forecasts analysis and talent development, and community outreach and engagement. The award of this RFQ resulted in the establishment of a multidisciplinary pool of prequalified consultants to assist the City with its future economic development needs on a project by project basis. Each future project will be awarded by a Consultant Service Order(CSO) that will include a negotiated scope of services and cost (by deliverable) pursuant to the above referenced scope. In selecting the consultant with whom to execute a CSO, the City may select the prequalified consultant it deems to be most qualified for the particular project or may seek proposals from one or more prequalified consultants. Award of this RFQ•does not guarantee that the prequalified consultant will receive any work, only that the consultant shall be prequalified to be considered for future work, if and when the need arises. 14 EXHIBIT B PROFESSIONAL SERVICES AGREEMENT BETWEEN THE CITY OF MIAMI BEACH AND CONSULTANT SERVICE ORDER Contractor Service Order No. . TO: PROJECT NAME: Project Name DATE: Pursuant to the agreement between the City of Miami Beach and Consultant for ECONOMIC DEVELOPMENT CONSULTANT SERVICES (RFQ 2019-084-ND) 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: $ Change Order_to Service Order Amount: (ALL CHANGE ORDERS MUST BE APPROVED IN WRITING BY THE CITY PRIOR TO THE WORK.) Total From Previous Change Orders to Service Orders: $ Fee for this Service Order is Lump Sum/Not to Exceed amount $ of: Total Agreement to Date: $ City's Project Administrator Date Department Director Date Contractor. Date (between $15,000-$100,000) City Manager Date (exceeding$100,000) 15 EXHIBIT C HOURLY BILLING RATE SCHEDULE CATEGORIES HOURLY RATES Princioar-Aar -Charge, nist Senior $ _CICS Dior Pro)'e= Manager SiiRqjtjai Ipr t, ect Iana, r 'I nesfEc t riaferrlS.rt atlar 1.7S_i1 Assistant Project Manager .5155.titi Economic lic.Development Analyst stt I _ Senkgr Position aeidfar Andillary Rotes inch]+'tt ng'lout not limited)to: Serrikoir Urban Iinigttner Engagement and Research, Dihrecttair Mentmom ic 'Dea+ellopJerttt , ar.ganizagonall Management) Economic B!evel'opr8tent AnalystIA. earch Manager Subject Matter r: ecia t Not t to Emceed Etuastness,Anallyst Senior ► Finanrial Analyst Senior Di ittall Channel Branding Speciall}st Marketing Channel Management Speclialist Erinnoinic Development Strategist IPat'i d' Ise Development Marlmt:Strategist iluamiorAnalyst IiS TecL'irmfan $125 .f wT for Position d/ar dtK r i Roles ricluding hut not limited tot- Urban Designer MarketingfAdwertising pe fi C rrimttbtatrtnr':itty ChfftreachSpeclaIllst Pub)It Relations/ Media Specialli t Graphic Designer Website Cies er Not To :Exceed) 5 laI Med Ia Specialli t San Videagrapllner Photographer Video editor Copywriter BusinessArialyst Junior IFIr arntdal Anallyst Junior Urban Designer 16 EXHIBIT D APPROVED SUBCONSULTANTS 1. EMS! LABOR MARKET ANALYTICS 17 1 EXHIBIT E RESOLUTION, COMMISSION ITEM, AND COMMISSION MEMORANDUM RESOLUTION NO.- 201 0746 A RESOLUTION OF THE MAYOR AND CITY COMM-WON-OF-THE CITY OF MIAMI BEACH, FLORIDA, ACCEPTING THE RECOMMENDATION OF THE CITY MANAGER, PURSUANT TO REQUEST FOR QUALIFICATIONS (RFQ) NO. 2019-064-ND, FOR ECONOMIC DEVELOPMENT CONSULTANT SERVICES; AUTHORL NG THE ADMINISTRATION TO ESTABLISH A MULTIDISCIPLINARY POOL OF IRE-QUALIFIED CONSULTANTS FOR SFECIFIC TASKS RELATING TO ECONOMIC DEVELOPMENT SERVICES; AUTHORIZING THE ADMINISTRATION TO ENTER IAITO SIMULTANEOUS NEGOTIATIONS WITH THE FOLLOWING RESPONSIVE PROPOSERS: LAMEERT ADVISORY LC, AS THE FIRST RANKED PROPER„ THE CORRADINO GROUP INC., AS THE SECOND RANKED PROPOSER. DAEDALUS CAPITAL LLC, AS THE THIRD RANKED PROPOSER, AND WILLDAN FINANCIAL SERVICES INC., AS THE FOURTH RANKED PROPOSER;AND FURTHER AUTHORIZING THE CITY MANAGER AND CfIfY CLERK TO EXECUTE AGREEMENTS WITH EACH OF THE FOREGOING' PROPOSERS UPON CONCLUSION OF SUCCESSFUL. NEGOTIATIONS BY THE ADMINISTRATION. WHEREAS, on December 12, 2019, tie l'Aa Or arKi City Commissfen approVedthe ' suaince of the Reguftt for Wage-Aims (RFQ)Na_2019-CU-ND far Eoar om c O igp _ht Consultant Services;and - WHEREAS, Request for qualifications No,"2.019 ND(the"RFOa) was rcI ascd on Januagy 17, z4 9;and. WHEREAS,a voluntary pre-proposal rneetirG wan held ort Fc&wiry 4,2039; and W1WEREAS, on March 4, 2019; the City rai ivied a total of'6 prapsa[s from Certified Crirra Prever,fiarb Consultants LLC, Daedalus Capital LLC, Halisttcce EConoiinic LLC, Learitort Advisory LC,The CorratTino Group Inc.'and Walden Frna tial Services (nom;and WHEREAS,the propose/from Certified Crime Pre'amen Canaultanta LLC was deemed nor aponstve for failure to meet the minimum daquircmcr'it of the RFQ; as was not further \evaluatf d; and . WHEREAS, tho theproposal from Certified Crime Prevention CoMultants. LLC was deemed non-reaponefue for.allure to moot the minimum requirsmants of the RFO and was not furtht r evaluated,arid WHEREAS, the enrazudtion committee CpanYniter convened on March 20, 2019 to ra re and score the redia fling pcoposate4 and WHEREAS,the Committee was provided:an overview of theproject, information relative to the City's Cane of 83811DBOCCEManCe and the Government Sut shine Law, general iftformation on the sop of servim,and a eopyr of each ptopasa[;and VIIHEREAr r, trio Co mit".oe's rankirg was as follows:Lembert Advisory, LC-, as the fsrsi ranked proposer, The Carradino Group, Inc, as the secorld ranked proffer: Daeda[ua Capital., LLC, as the third ranked proposer, Wilidan Financial ServIos, I+? ,, as Ifte fourth ranked peter, and Hailstone Eoonomio,LLC,as the fuh ranked prapaser, and 18 WHEREASF the Cty Manager hes concurred with the Evaluate Corramittee In Mg deter aii ri eft fiailstora Economic, LLC, the fifth rated for among the floc responsive fits, when compered to the fou tirrrs, d not demonstrate In its proposal that It has the eeper:ece and familiarity with the challenges famd by a city or coastal community Alar to Miami Heath;and WH EAS, after reui€raing they queloations of each firm, end having considered the Evaluatton Committee's rankings, to City Manger'A retiontmeneung that the Mayr and the City Commiedion authorize the Administration to enter intraalone Wath the f ring response pry eros, La bed Advisory, LC.., as the firaat ranked proposer, The Carred Gro a, lnc., as the secrzd ranked pts Daedalus Capital, SLC, e;r•ale third ranked prepcsar aid Man an Financial Ser aa, Inc.ES time fourth ranked poposer,to establish a pool of preomfified consults is far speciFx task relating to economic dcb iopment services, NOW, THEREPORE, BE IT DULY RESOLVED BY THE IAYOR AND CITY COMMISSION OF THE CITY OF MIAMI BEACH, FLORIDA, that the Mvior,and City Commission hereby accept the recommendation of the City Manager, pursuant to Request for Qualifications (FO) No, 7019=064-ND for Ery,omit Development Semites; authoite the AdrniniEtration to estate eh a mufliclisdpinary pool of p TWiei c oult:ants for specific tasks relating to economic development sondem and authorize the Administration to enter into simultaneous negotiations with the following responsive proposers: tainted AdVsori, L,C., � the first ranked propos—ix Thh Cortaaso yup, km., as the second ranked proposers Daedalus Calf, 11C, the third ranked proposer, ard Wilidan Financial Service, Inc, as the fob ranked proposer end further auttotize the Manage and City Cie*,to matte agreements oda h each of the fo eg g proposers upon =fusion of successful negotiations by the Administration, PASSEP AND ADOPTED airs 119 ,day of If€ tIIrti O19 I Gtr, Mayor:_ AST: • Aka 41. Raf,7 t E. Grehada, Cle•-' 4+"baya,arie, 54;47 APPROVED AS TCS S = _9. %'50: '' F p .L�f U 1.40131 I 6*;4 FOR EXECUTION 1/452\ I 6,d1 roti 26 cry A1t T t'eZEMA DI ' AprEF4 r ntEFO,X1SCE444D Emrands rt Cuiffiitint i tin-201q- 06 1D-11131414A1 323,1;4i 19 MIAMI BEACH COMMISSION MEMORANDUM TO: HonfordOlo Mr d Mottfibigs of eta Cfty FROM: Jimmy L.Morales,City Wagger DATE: April 10,2019- SuBJECTA RESOLUTION OF THE MAYOR Ai D CITY COMMISSION OF THE CITY OF MIAMI BEACH, FLORIDA, ACCEPTING THE RECOMMENDATION OF THE CITY !ONAGER; PURSUANT TO REQUEST FOR QUALIFICATIONS (RFQ) NO,2019-11$4-ND, FOR ECONOMIC DEVELOPMENT CONsuLTANI SERVICES; AUTHORIZING ME ADMINISMTION TO ESTABLISH A MULTIDISCIPLINARY POOL OF PRE-QUALIFIED CONSULTANTS FOR SPECIFIC TASKS RELATING TO,ECONOMIC DEVELOPMENT SERVICES; . AUTHORIZING THE ADMINISTRATION TO ENTER INTO SIMULTANEOUS NEGOTIATIONS WITH THE FOLLOWING RESPONSIVE PROPOSERS; LAMBERT ADVISORY LC, AS THE FIRST RANKED PROPOSER; THE CORRADINO GROUP 1NO, AS THE SECOND RANKED PROPOSER, DAEDALUS CAPITAL LLC, AS THE THIRD RANKED PROPOSER, AND IAIILLOAN FINANCIAL SERVICES INC„ AS THE FOURTH RANKED PROPOSER; AND FURTHER AUTHORIZING THE CITY MANAGER AND CITY !CLERK TO EXECUTE AGREEMENTS WITH EACH OF THE FOREGOING PROPOSERS UPON CONCLUSION OF SUCCESSFUL NEGOTIATIONS BYTHEADMINISTRATIONL RECOMMENDATION Adopt the Resolution, MLUXBia AS Er* City kto .morctd towards Wading a greater emphasis ori its Ilse coffiziom and developmnt and prometioh rif mat bwineeses Clt*de,thefrai Is a 1=d for ft Onslopment of strgegiati plans, and irAatiyaa ft Fornoie and knprow tha TRW of Mo, boost busfness attralion and reletton,and build a foundalion for oonifttuad toortairo prosparty, To OeslIllwitiTh the staled gool$,the City,itimugh this RFQ seele3 esWbilsh a pozquAlled pool mladietfoltery corieulIant tams fci pr ide economio deveropment consultant seNces to the City that may k‘cludo (but not be ringed to) ctoptotkobin stotonitp cfsvef.Qpmsr4 siltra1491.0 plarring, berzhm;1.1.k-k compellavo astimmont, asts'it-tcased economic dowiopritem sustainable deutropmant SWOT :at2ry3es, co5t modeling, 0..„adershlo r4 organIzaeo. not mod*, bunts s dovoktomont strategies, /argot Irduatty anaiyak, merkeling plans, prospect Ideritiflcallon, contact Om, cotrapotiM and rosporreiblo econornie 20 (1014110pMetrit incentive pokies, woddorre trends and forecasts his, Went and 131,41PieSS &motion and alkehekter at owning*Wreath. 8 On december;12,2019,the City Conyriesion approwd to issue the Request for Clualif ns (RF ) No.. 201 D for Economic Devetoprnent Corsuitent Beef&On Jargery 17, 2019, t RFO was issted,.A voluntary pre-proposal mtlference to prcevide Informatich to propoeere sr Ittir a resporme was held Fe 4,2010.One exidendun vit3a imed, The Pniourement Department iEami bid notices to 1,21a o>arripariies utilbing www.publicourchme.00m live �. 116 prospective bide acmsed the advertised slicilaerr.RFQ res is wefe due and received on March 4,2019.The City received a stat of 6 proposgs,from the following firms:Certfiec Crime,Prevention Consultants LLC, Dae6.alus Capital LLC, lialistera EconomicLLC,LambotAdvisory LLC,The Corradine Gump, inc.,ant ` r71d i Fin> i 8erdd eaN bre.The prep .1 Certified Crime Prevenrcon Cone:Utile LLQ was deemed rr'nn pe ive for failure to meet the mrr'i i rn requirements of the RFQ and rot further'r lusfed On December 1Z 2019, the City Coiirirri aeon approved end the Cats Manager appointed the EvaNzeon Convntiee. The E'. ikrn Committee ccr'ae .rted ori Marth 20, 2019, to =eider pooposals jived:The Cornnatee ma comprisedof Mails N.Cohen,Resident,C1j of Miami Beerfx Jose er r , Dioactor,Thrsportation Departrnert, Ckr of Miami Bim,Amy Me SpmASMiStint Once of the Cit'Manager, City of Miami Beach;Jams p , Chef of Urban Plarirlin9, Marring Zoning Depzetmett City of PiCrril Eeatrg Reather Shave Assistant Dire-dor! Tours' m, Gam and Economic Development Department City of Miami Beast,The CornmiLtto was provided an overview of the protect,ct information rdaerve, to tier Oft&Cane of Silence Ordhince arxt thernri nt Burs-Tina Law The Committee wm also provided.with general informe5on on the scope of services and a copy of,cacti proposal.The. co e .: instructed in score and rank each propmeal pmt to the ovaltaien crilarkt estaNished in the RF+ .. The evaluation process re rlttef in the raking of propmers irdioated in Attachment fbllo+N fir. 1.Lambert Adviciry LL 2:.The c radish Group,inc. 3:.�D► a ilton �;halLLC 4. f et 5.Relstone Economic LLC, A sib of each top-ranked firm fr : AccOrtaVto the irifamrtn pmvidect bythe fins%LoftonAdvisory:ILLC.rotas founded in.1995 and is an IniergiordilY racy Ped reel estele and ecoranic aNsery firm: Established on a foundation of lege;dela; arm experience, Lonbert' r1 ciDneir4rutively with clients and miners tramform places art build&tenger committee. mitee. 21 A. z ii to the intomiation prr7Afded by lira firm, The Car-aline Gam, inc.was (We tithed h 1970,and is headquartered in Sora Fi ' . . Corradirto Group, 9n s basesits plac5ces on an in depth trderEtanding of the professional disciplines associated: tiiith ornrnwily ldrastructue erg daveloPrr4nt.Bad on le fr R:alon, the "iron mak= a conimitmentto > errtend, , and solve the.challenges that irucipetttiee, egerotes, and price sector clientsface every day. " t o-M os caps 1 . Accortft to the uc fp rrat� n pruvfLfed by the firm, Daedaltis Capitt, LW pre-tir des.evertasa In strata&direction sem, real estate,arid aportomio developmert, if males on Welligeri niaiicat twecarch,quueniffk tlort. and road g to eater alert re Deeds teamhos worked across five Ott TradITIZA economic paterfat, then employment opportunie for residents anrose all aFuil Ieve% arid mein a healthy economic base that aftrace and flEftabS, pep e,buskess,and visible:. Milan 1=inanotamfnn,.. � : According to the information provided by fin,-.Wan F"- _1 Son/basinoCiiiits cleated in 1964 and hamsiaa Vapirg otperr®firms and their communities evcfio and bttive as resources and Infrastructure cl ,Wiliden Fonar f Sanitise, trn, is a eadInga naforralde pm'tdar of timed, oompretepsive sin that arm Supplied a teem of experts and advanced softer- licatforts.Fir , ft clesigrs and dawn.' omen solu6ona to improve effielency and=Mercy iii economics and etralegio pl 'rr -CONCLUSION - ie MiNitiAid each lanes submit ion and remit ef'tha EvaluationCommie process.oks previously ,the purpose of this solicitation is to create a pool of fug AO muttidiecipllrary mcohonce�n economic de%atc r. ems,Rots!a pool of iaxperienced t"irrris va assist the City in expedino3 the studies and wonkrAeded to advance 070 ePonornicthe demloprnent goals of the City ConenisSton, For. amen, it is important to asstret the firms adapted for the Foci aret gull-died and ready to respeAnd to the needs of the City.As such, I r.dice tr if tfl5 Evaluation ContmillooYs ranking of Lambert Advitsory LLC, as the fit ranked proccer The CorralCorrallho Gioup, Irto,N .. : the second marked groomer, Daedklus Capital LLC, as the third .ranked proposer; and Madan Flrnnclal Sorvirs, Ira, as the fourtb ranked proposer; 0 also concur teal the Cornalfitee In ite deteminaLion that Hailstone Economic, UC, 0-8 ranked firm among the five responeme firms, i7Eid not clarnormtrete that It hes the a crime§ and farr1iar tywth cheAlenges faced by a city&metal ternrratity sirniterto Mier or Bear Thareforer I recommend that le Mayor and City Commissionapprove the ResoWtion hear ng the Adminis i to enter into sirmitarteomi negotiations,In order to establish a pool of pre-queTtled consultants,vitt the following firm: Lambert Advisory LLC, the first rare pmp9se The Conedino Grow, tom., as tha sacerti,rarAad'propotor, Daedalm Capital al LLC, as the third ru-Md proposer, and Willdart Flnarclal&Mem l as tha tut.ranked p poeer 'urther, t reo -mend that tie City ilittnagef and City Clem be authorized to cocute the agreemen4i Wen cor ti ler o Soccenta rtegcetbrts by the r "st ion, t itta iti3 pre- queried frons, CSS.VIPPORTED. Revitaa Key Nlei t orhooft,Startiti2 With North Beni find Ocean 22 FINANCIAL INFORMATION The wit of nakdad s . detarriired upon succri supnegoilerions,, ace settled to kinds availability approved ugh the Citys budgeting props;. L&i t VQ Tracking nern i(tt t pmenF c i tent y ATTAC 4M N.T . Description Ct AttithrivntA=Evalaien Ccerriti: Scoring and Ranking Reicki*Dc • 23 r EXHIBIT F REQUEST FOR QUALIFICATIONS(RFQ) • 24 Procurement Department MIAMI 1755 Meridian Ave, 3rd Floor,'Miami Beach, Florida 33139 www.miamibeachfl.gov• ADDENDUM NO. 1 REQUEST FOR QUALIFICATIONS NO. 2019-084-ND ECONOMIC DEVELOPMENT CONSULTANT SERVICES (the"RFQ") February 25,2018 This Addendum to the above-referenced RFQ is issued in response to questions from prospective proposers, or other clarifications and revisions issued by the City. The RFQ is amended in the following particulars only (deletions are shown by strikethrough and additions are underlined). 1. RESPONSES TO QUESTIONS RECEIVED. Q1: Can companies outside of the U.S. (from India or Canada) apply for this? Al: Companies outside of the United States can submit a proposal, However, in order to transact business with the City of Miami Beach the company will need to be in compliance with Section 607.1501, Florida Statutes. Q2: Do we need to be onsite for meetings? A2: Yes,the awarded vendor will need to be onsite for meetings. Q3: Can we perform the tasks (related to the RFQ) outside the U.S. (from India or Canada)? • A3: Certain tasks can be performed outside of the United States. However, certain tasks • (including but not limited to meetings with the community and public administration and officials, conducting charrettes and/or workshops, establishing and strengthening relations with residents/businesses, etc.) require local presence. Additionally, contractor must be available to meet with City staff on-site as necessary. Q4: Can we submit our proposals via email? A4: No. Refer to Section 0300, Proposal Submittal Instructions and Format, page 12 of the RFQ which states that proposals received electronically,either through email or facsimile, are not acceptable and will be rejected. Q5: Our principal has relevant accomplishments from employment with municipalities and government agencies prior to founding the firm that is submitting this application. May these projects be included in Tab 3, Approach and Methodology? This principal's experience will be included under Tab 2.1, Qualifications of Proposing Firm, A5: Yes. Any questions regarding this Addendum should be submitted in writing to the Procurement Management Department to the attention of the individual named below, with a copy to the City Clerk's Office at RafaelGranado@miamibeachfl.gov RFQ No.2019-084-ND Addendum#1 2/25/2019 PoeDe V 1 I /�l.Y t 11i�'' EACH - 1755 Meridian Ave, 3rd Floor, MiamirBeachcuremnt, Florida 33139 pd aa www.miamibeachfl.gov Contact: Telephone: Email: Natalia Delgado 305-673-7000.ext. 6263 nataliadelgado@miamibeachfl.gov Proposers are reminded to acknowledge receipt of this addendum as part of your RFQ submission, Potential proposers that have elected not tp 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, c-rely, Alex 1-cis - /Pro5ur; ent Director • • (9� RFQ No.2019-084-ND Addendum#1 2/25/2019 REQUEST FOR QUALIFICATIONS ( RFQ) ECONOMIC DEVELOPMENT CONSULTANT SERVICES RFQ 2019-084-ND RFQ ISSUANCE DATE: JANUARY 17, 2019 STATEMENTS OF QUALIFICATIONS DUE: MARCH 4, 2019 @ 3:00 PM ISSUED BY: MIAMIBEACH NATALIA DELGADO, Procurement Contracting Officer I PROCUREMENT DEPARTMENT 1755 Meridian Avenue, 3RD Floor, Miami Beach, FL 33139 305.673.7000 X 6263 I nataliadelgado@miamibeachfl.gov I www.miamibeachfl.gov MIAMI BEACH TABLE OF CONTENTS SOLICITATION SECTIONS: PAGE 0100 NOT UTILIZED N/A 0200 INSTRUCTIONS TO RESPONDENTS &GENERAL CONDITIONS 3 0300 SUBMITTAL INSTRUCTIONS & FORMAT 12 0400 EVALUATION PROCESS 14 APPENDICES: PAGE APPENDIX A RESPONSE CERTIFICATION, QUESTIONNAIRE AND AFFIDAVITS 16 APPENDIX B "NO BID" FORM 23 APPENDIX C MINIMUM REQUIREMENTS, SPECIFICATIONS & SPECIAL CONDITIONS25 APPENDIX D INSURANCE REQUIREMENTS 28 RFQ 2019-084-ND 2 MIAMI BEACH 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 Proposals (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. As the City has moved towards placing a greater emphasis on enhancing its business corridors and small business development Citywide, there is a need for the development of strategies, plans, and initiatives that promote and improve the quality of life, advance business retention, expansion and attraction efforts, and build a strong foundation for continued economic prosperity. To assist with the stated goals, the City, through this RFQ, seeks to establish a prequalified pool of multidisciplinary consultant teams to provide economic development consultant services to the City that may include (but not be limited to): comprehensive economic development strategic planning, 'developing high level evaluation of market opportunities and position strategies for key business corridors, evaluation of current market dynamics and economic assets, benchmarking and competitive assessment, asset-based economic development, sustainable development, SWOT analyses, cost modeling, leadership- and organizational development models, business.development strategies, targeted industry analysis, marketing and branding plans, prospect identification and outreach , ' competitive and responsible economic development incentive policies, workforce trends, forecasts analysis and talent development, and community outreach and engagement The pertinent areas of the RFQ include the following sections. This RFQ is not being issued for a current particular project or service need at this time.The RFQ is being issued to assure that there is a sufficient pool of consultants to assist the City with its future economic development needs on a project by project basis. Therefore, the City may award a pool of one (1) or more consultants that may be eligible to be considered for future work. A master agreement shall be established with each awarded firm. Each future project will be awarded by a Consultant Service Order (CSO) that will include a negotiated scope of services and cost (by deliverable). In selecting the consultant with whom to execute a CSO, the City may select the prequalified consultant it deems to be most qualified for the particular project or may seek proposals from one or more prequalified consultants. Award of this RFQ does not guarantee that the prequalified consultant will receive any work,only that the consultant shall be prequalified to be considered for future work, if and when the need arises. No services that are under the purview of Section 287.055, Florida Statutes, commonly known as the Consultant's Competitive -Negotiation Act (CCNA), for the selection of architectural, engineering, landscape architectural, or surveying and mapping services,will be considered or awarded under this RFQ or any resulting agreement. RFQ 2019-084-ND 3 MIAMI BEACH 3.SOLICITATION TIMETABLE.The tentative schedule for this solicitation is as follows: Solicitation Issued JANUARY 17,2019 Pre-Submittal Meeting FEBRUARY 4,2019 @ 10:00AM ET Deadline for Receipt of Questions FEBRUARY 19,2019 @ 5:00.PM ET Responses Due MARCH 4,2019 @ 3:00 PM ET Evaluation Committee Review MARCH 18,2019 9:00 AM ET Proposer Presentations MARCH 18, 2019 @ 9:00 AM ET Tentative Commission Approval Authorizing Negotiations APRIL 2019 Contract Negotiations Following Commission Approval 4. PROCUREMENT CONTACT.Any questions or clarifications,concerning this solicitation shall be submitted to the Procurement Contact noted below: Procurement Contact Telephone: Email: Natalia Del•ado 305-673-7000 x6263 nataliadel•ado• miamibeachfl.•ov Additionally, the City Clerk is to be coiled on all communications via e-mail at: RafaelGranado • miamibeachfI.•ov; or via facsimile: 786-394-4188. The Bid title/number shall be referenced on all correspondence. All questions or requests for clarification must be received no later than ten (10)calendar days prior to the date proposals are due as scheduled in Section 0200-3. All responses to questions/clarifications will be sent to all prospective Proposers in the form of an addendum. 5. PRE-PROPOSAL MEETING OR SITE VISIT(S). Only if deemed necessary by the City;a pre-proposal meeting or site visit(s)may be scheduled. A Pre-PROPOSAL conference will be held as scheduled in Anticipated RFQ Timetable section-above at the following address: City of Miami Beach ' Procurement Department Conference Room 1755 Meridian Avenue,3rd 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: 9415468 Proposers who are interested in participating via telephone should send an e-mail to the contact person listed in this RFQ expressing their intent to participate via telephone. RFQ 2019-084-ND 4 MIAMI BEACH 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 toassure it receives any addendum issued to this RFQ. Failure to receive an addendum may result in disqualification of proposal. Written questions, should be received no later than the date outlined in the Anticipated RFQ Timetable section. 7. CONE OF SILENCE. This RFQ is subject to, and all proposers are expected to be or become familiar with, the City's Cone of Silence Requirements, as codified in Section 2-486 of the City Code. Proposers shall be solely responsible for ensuring that all applicable provisions of the City's Cone of Silence are complied with, and shall be subject to any and all sanctions, as prescribed therein, including rendering their response voidable, in the event of such non-compliance. Communications regarding this solicitation are to be submitted in writing to the Procurement Contact named herein with a copy to the City Clerk at rafaelgranado@miamibeachfl.gov 8. SPECIAL NOTICES. You are hereby advised that this solicitation is subject to the following ordinances/resolutions,which may befound on the City Of Miami Beach website: http://www.miamibeachfi.gov/city-hall/procurement/procurement-related-ordinance-and-procedures/ • CONE OF SILENCE CITY CODE SECTION 2-486 • PROTEST PROCEDURES CITY CODE SECTION 2-371 • DEBARMENT PROCEEDINGS CITY CODE SECTIONS 2-397 THROUGH 2-485.3 • LOBBYIST REGISTRATION AND DISCLOSURE OF FEES CITY CODE SECTIONS 2-481 THROUGH 2-406 • CAMPAIGN CONTRIBUTIONS BY VENDORS CITY CODE SECTION 2-487 • CAMPAIGN CONTRIBUTIONS BY LOBBYISTS ON PROCUREMENT ISSUES CITY CODE SECTION 2-488 • REQUIREMENT FOR CITY CONTRACTORS TO PROVIDE EQUAL BENEFITS FOR CITY CODE SECTION 2-373 DOMESTIC PARTNERS • LIVING WAGE REQUIREMENT CITY CODE SECTIONS 2-407 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. 287.01.7, for CATEGORY TWO for a period of 36 months from the date of being placed on the convicted vendor list. 10. COMPLIANCE WITH THE CITY'S LOBBYIST LAWS. This RFQ is subject to, and all Proposers are expected to be or become familiar with, all City lobbyist laws. Proposers shall be solely responsible for ensuring that all City lobbyist laws are complied with, and shall be subject to any and all sanctions, as prescribed therein, including, without limitation,disqualification of their responses, in the event of such non-compliance. RFQ 2019-084-ND 5 MIAMI BEACH 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 accordance witheh 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. JOINT VENTURES. Joint Ventures are not allowed. Proposals shall be submitted only by the prime contractor. Proposals may, however, identify other sub-contractors or sub-consultants to the prime Proposer who may serve as team members. 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. RFQ 2019-084-ND 6 MIAMI BEACH 19. DETERMINATION OF AWARD. The final ranking results of Step 1 & 2 outlined in Section 0400, Evaluation of Proposals, will be considered by the City Manager who may recommend to the City Commission the Proposer(s) s/he deems to be in the best interest of the City or may recommend rejection of all proposals. The City Manager's recommendation need not be consistent with the scoring results identified herein and takes into consideration Miami Beach City Code Section 2-369, including the following considerations: (1)The ability, capacity and skill of the Proposer to perform the contract. (2)Whether the Proposer can perform the contract within the time specified,without delay or interference. (3)The character, integrity, reputation,judgment,experience and efficiency of the Proposer. (4)The quality of performance of previous contracts. (5)The previous and existing compliance by the Proposer with laws and ordinances relating to the contract. The City Commission shall consider the City Manager's recommendation and may approve such recommendation. The City Commission may also, at its option, reject the City Manager's recommendation and select another Proposal or Proposals which it deems to be in the best interest of the City, or it may also reject all Proposals. 20. NEGOTIATIONS. Following selection, the City reserves the right to enter into further negotiations with the selected Proposer. Notwithstanding the preceding, the City is in no way obligated to enter into a contract with the selected Proposer in the event the parties are unable to negotiate a contract. It is also understood and acknowledged by Proposers that no property, contract or legal rights of any kind shall be created at any time until and unless an Agreement has been agreed to;approved by the City; and executed by the parties. 21. POSTPONEMENT/CANCELLATION/ACCEPTANCE/REJECTION. The City may, at its sole and absolute discretion, reject any and all, or parts of any and all, responses; re-advertise this RFQ; postpone or cancel, at any time, this RFQ process; or waive any irregularities in this RFQ, or in any responses received as a result of this RFQ. Reasonable efforts will be made to either award the proposer the contract or reject all proposals within one-hundred twenty(120)calendar days after proposal opening date.A proposer may withdraw its proposal after expiration of one hundred twenty (120) calendar days from the date of proposal opening by delivering written notice of withdrawal to the Department of Procurement Management prior to award of the contract by the City Commission. 22. PROPOSER'S RESPONSIBILITY. Before submitting a response, each Proposer shall be solely responsible for making any and all investigations, evaluations, and examinations,:as it deems necessary, to ascertain all conditions and requirements affecting the full performance of the contract. /Ignorance of such conditions and requirements, and/or failure to make such evaluations, investigations, and examinations, will not relieve the Proposer from any obligation to comply with every detail and with all provisions and requirements of the contract, and will not be accepted as a basis for any subsequent claim whatsoever for any monetary consideration on the part of the Proposer. 23. COSTS INCURRED BY PROPOSERS.All expenses involved with the preparation and submission of Proposals, or any work performed in connection therewith, shall be the sole responsibility (and shall be at the sole cost and expense)of the Proposer,and shall not be reimbursed by the City. 24. RELATIONSHIP TO THE CITY. It is the intent of the City, and Proposers hereby acknowledge and agree, that the successful Proposer is considered to be an independent contractor, and that neither the Proposer, nor the Proposer's employees, agents, and/or contractors, shall, under any circumstances, be considered employees or agents of the City. RFQ 2019-084-ND 7 MIAMI BEACH 24. OCCUPATIONAL HEALTH AND SAFETY. In compliance with Chapter 442, Florida Statutes, any toxic substance listed in Section 38F-41.03 of the Florida Administrative Code delivered as a result of this proposal must be accompanied by a Material Safety Data Sheet(MSDS)which may be obtained from the manufacturer. 25. ENVIRONMENTAL REGULATIONS. The City reserves the right to consider a proposer's history of citations and/or violations of environmental regulations in investigating a proposer's responsibility, and further reserves the right to declare a proposer not responsible if the history of violations warrant such determination in the opinion of the City. Proposer shall submit with its proposal, a complete history of all citations and/or violations, notices and dispositions.thereof. The non-submission of any such documentation shall be deemed to be an affirmation by the Proposer that there are no citations or violations. Proposer shall notify the City immediately of notice of any citation or violation which proposer may receive after the proposal opening date and during the time of performance of any contract awarded to it. 26.TAXES.The City of Miami Beach is exempt from all Federal Excise and State taxes. 27. MISTAKES. Proposers are expected to examine the terms, conditions, specifications, delivery schedules, proposed pricing, and all instructions pertaining to the goods and services relative to this RFQ. Failure to do so will be at the Proposer's risk and may result in the Proposal being non-responsive. 28. PAYMENT. Payment will be made by the City after the goods or services have been received, inspected, and found to comply with contract, specifications, free of damage or defect, and are properly invoiced. Invoices must be consistent with Purchase Order format. 29. COPYRIGHT, PATENTS& ROYALTIES. Proposer shall indemnify and save harmless the City of Miami Beach, Florida, and its officers, employees, contractors, and/or agents,from liability of any nature or kind, including cost and expenses for,or on account of, any copyrighted, patented,or unpatented invention, process, or article manufactured or used in the performance of the contract, including its use by the City of Miami Beach, Florida. If the Proposer uses any design, device or materials covered by letters, patent, or copyright, it is mutually understood and agreed, without exception, that the proposal prices shall include all royalties or cost arising from the use of such design, device,or materials in any way involved in the work. 30. DEFAULT. Failure or refusal of the selected Proposer to execute a contract following approval of such contract by the City Commission, or untimely withdrawal of a response before such award is made and approved, may result in a claim for damages by the City and may be grounds for removing the Proposer from the City's vendor list. 31. MANNER OF PERFORMANCE. Proposer agrees to perform its duties and obligations in a professional manner and in accordance with all applicable Local, State, County, and Federal laws, rules, regulations and codes. Lack of knowledge or ignorance by the Proposer with/of,applicable laws will in no way be a cause for relief from responsibility. Proposer agrees that the services provided shall be provided by employees that are educated,trained, experienced, certified, and licensed in all areas encompassed within their designated duties. Proposer agrees to furnish to the City any and all documentation, certification, authorization, license, permit, or registration currently required by applicable laws, rules, and regulations. Proposer further certifies that it andits 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. RFQ 2019-084-ND 8 MIAMI BEACH 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. 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 govemment.or non-profit agency. RFQ 2019-084-ND 9 MIAMI BEACH 38. VOLUME OF WORK TO BE RECEIVED BY CONTRACTOR. It is the intent of the City to purchase the goods and services specifically listed in this solicitation from the contractor. However, the City reserves the right to purchase any goods or services awarded from state or other governmental contract, or on an as-needed basis through the City's spot market purchase provisions. 39. DISPUTES. In the event of a conflict between the documents, the order of priority of the documents shall be as follows: A. Any contract or agreement resulting from the award of this solicitation;then B. Addendum issued for this solicitation,with the latest Addendum taking precedence;then C. The solicitation;then D. The Proposer's proposal in response to the solicitation. 40. INDEMNIFICATION.The Proposer shall indemnify and hold harmless the City and its officers, employees, agents and instrumentalities from any and all liability, losses or damages, including attorney's fees and costs of defense, which the City or its officers, employees, agents or instrumentalities may incur as a result of claims, demands, suits, causes of actions or proceedings of any kind or nature arising out of, relating to or resulting from the performance of the agreement by the contractor or its employees, agents, servants, partners, principals or subcontractors. The contractor shall pay all claims and losses in connection therewith, and shall investigate and defend all claims, suits or actions of any kind or nature in the name of the City,where applicable, including appellate proceedings, and shall pay all costs,judgments, and attorney's fees which may be incurred thereon. The Proposer expressly understands and agrees that any insurance protection required by this Agreement or otherwise provided by the contractor shall in no way limit the responsibility to indemnify, keep and save harmless and defend the City or its officers, employees, agents and instrumentalities as herein provided. The above indemnification provisions shall survive the expiration or termination of this Agreement. 41. CONTRACT EXTENSION. The City reserves the right to require the Contractor to extend contract past the stated termination date for a period of up to 120 days in the event that a subsequent contract has not yet been awarded.Additional extensions past the 120 days may occur as needed by the City and as mutually agreed upon by the City and the contractor. 42. FLORIDA PUBLIC RECORDS LAW.Proposers are hereby notified that all Bid including, without limitation, any and all information and documentation submitted therewith, are exempt from public records requirements under - Section 119.07(1), Florida Statutes, and s. 24(a),Art. 1 of the State Constitution until such time as the City provides notice of an intended decision or until thirty (30) days after opening of the proposals, whichever is earlier. Additionally, Contractor agrees to be in full compliance with Florida Statute 119.0701 including, but not limited to, agreement to (a) Keep and maintain public records that ordinarily and necessarily would be required by the public agency in order to perform the services; (b) provide the public with access to public records on the same terms and conditions that the public agency would provide the records and at a cost that does not exceed the cost provided in this chapter or as otherwise provided by law; (c) Ensure that public records that are exempt or confidential and exempt from public records disclosure.requirements are not disclosed except as authorized by law; (d) Meet all requirements for retaining public records and transfer, at no cost, to the public agency all public records in possession of the contractor upon termination of the contract and destroy any duplicate public records that are exempt or confidential and exempt from public records disclosure requirements. All records stored electronically must be provided to the public agency in a format that is compatible with the information'technology systems of the public agency. 43.OBSERVANCE OF LAWS. Proposers are expected to be familiar with, and comply with, all Federal, State, County, and City laws, ordinances, codes, rules and regulations, and all orders and decrees of bodies or tribunals RFQ 2019-084-ND 1,0 MIAMI BEACH having jurisdiction or authority which, in any manner, may affect the scope of services and/or project contemplated by this RFQ (including, without limitation, the Americans with Disabilities Act, Title VII of the Civil Rights Act, the EEOC Uniform Guidelines, and all EEO regulations and guidelines). Ignorance of the law(s) on the part of the Proposer will in no way relieve it from responsibility for compliance. 44. CONFLICT OF INTEREST. All Proposers must disclose, in their Proposal; the name(s) of any officer, director, agent, or immediate family member(spouse, parent, sibling, and child)who is also an employee of the City of Miami Beach. Further, all Proposers must disclose the name of any City employee who owns, either directly or indirectly, an interest of ten (10%)percent or more in the Proposer entity or any of its affiliates. 45. MODIFICATIONIWITHDRAWALS 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 ITEMS / SERVICES. Although this solicitation and resultant contract identifies specific goods, services or facilities (Items"), it is hereby agreed and understood that the City may require additional items to be added to the Contract which are ancillary or supplemental to the items specified herein and 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 the additional items. If these quote(s) are determined to be fair and reasonable, then the additional items-will be awarded to the current contract vendor(s) through either a Purchase Order(or Change Order if Purchase Order already,exists)or an amendment to the Contract.Additional items with a cumulative value of$50,000 or less may be approved by the City Manager. City Commission approval is required for additional items with a cumulative value greater than$50,000. 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. RFQ 2019-084-ND 11 MIAMI BEACH SECTION 0300 SUBMITTAL INSTRUCTIONS AND FORMAT 1. SEALED RESPONSES. One original Proposal (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. Proposals received electronically,_either through email or facsimile, are not acceptable and will be rejected. 2. LATE BIDS. Proposal is 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 Proposals 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 Proposals 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. TAB 1 Cover Letter&Minimum Qualifications Requirements 1.1 Cover Letter and Table of Contents.The cover letter must indicate Proposer and Proposer Primary Contact for the purposes of this solicitation. 1.2 Response Certification, Questionnaire & Requirements Affidavit (Appendix A). Attach Appendix A fully completed and executed. PROPOSALS THAT DO NOT INCLUDE APPENDIX A, FULLY EXECUTED, WILL BE DEEMED NON-RESPONSIVE AND NOT CONSIDERED. 1.3 Minimum Qualifications Requirements. Submit verifiable information documenting compliance with the minimum qualifications requirements,established in Appendix C, Minimum Requirements and Specifications. TAB 2 Experience&Qualifications 2.1 Qualifications of Proposing Firm. Submit detailed information regarding the relevant experience and proven track record of the firm and/or its principals in 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 for the firm and/or'any principal, the following is required: project description, agency name,agency contact, contact telephone & email, and year(s) and term of engagement. For each project, identify whether the experience is for the firm or for a principal(include name of principal).' 2.2 Qualifications of Proposer Team. Provide an organizational chart of all personnel and consultants to be used for this project if awarded,the role that each team member will play in providing the services detailed herein and each team members' qualifications. A resume of each individual, including education, experience, and any other pertinent information,shall be included for each respondent team member to be assigned to this contract. RFQ 2019-084-ND 12 MIAMI BEACH TAB 3 Approach and Methodology Submit detailed information on how Proposer has accomplished the required scope of services for current or past clients, including detailed information which addresses Proposers approach and methodology to the following areas of work: • General Economic Development Services • Economic Development Strategic Plans • Benchmarking • Competitive Assessments • Asset-Based Economic Development • Sustainable Development • SWOT Analyses • . 'Cost Modeling • Leadership And Organizational Modeling • Business Development Strategies • Target Industry Analysis • Marketing Plans • Prospect Identification • Economic Development Incentive Plans • Workforce Trend Analysis • Economic Forecast Analysis • Talent And Business Attraction/Retention • Community And Stakeholder Communications And Outreach. 4. FINANCIAL CAPACITY. Within three (3) business days of request by the City, Each Proposer shall arrange for Dun& Bradstreet to submit a Supplier Qualification Report(SQR)directly to the Procurement Contact named herein. No proposal will be considered without receipt, by the City, of the SQR directly from Dun & Bradstreet. The cost of the preparation of the SQR shall be the responsibility of the Proposer. The Proposer shall request the SQR report from D&B at: https://supplierportal.dnb.com/webapp/wcs/stores/servlet/SupplierPortal?storeld=11696 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. 5. ADDITIONAL INFORMATION OR CLARIFICATION. After proposal submittal, the City reserves the right to require additional information from Proposers (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). The City reserves the right to request any documentation omitted, with exception of Proposal Certification, Questionnaire & Requirements Affidavit (Appendix A). Bidder must submit any omitted documentation within three (3) business days upon request from the City, or the bid may be deemed non-responsive. Non-responsive bid packages will receive no further consideration. RFQ 2019-084-ND 13 MIAMI BEACH SECTION 0400 STATEMENTS OF QUALIFICATIONS EVALUATION 1. Evaluation Committee. An Evaluation Committee, appointed by the City Manager, shall meet to evaluate each Proposal 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 Proposals 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 Proposals 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 Proposal 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 60 Approach and Methodology 40 TOTAL AVAILABLE STEP 1 POINTS 100 3. Step 2 Evaluation. Following the results of Step 1 Evaluation of qualitative criteria, the Proposer may receive additional quantitative criteria points tobe 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 RFQ 2019-084-ND 14 MIAMI BEACH 4. Determination of Final Ranking. At the conclusion of the Evaluation Committee Step 1 scoring, Step 2 Points will be added to each evaluation committee member's scores by the Department of Procurement Management. Step 1 and 2 scores will be converted to rankings in accordance with the example below: Proposer Proposer Proposer A B C Ste. 1 Points 82. 76 80 Committee Ste.2 Points 22 15 12 Member 1 Total 104 9 1 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 Member 2 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. -- RFQ 2019-084-ND 15 APPENDIX A M I AM I BEACH Response Certification ,: Questionnaire & Requirements Affidavit RFQ No. 2019-084-ND ECONOMIC DEVELOPMENT CONSULTANT SERVICES THIS IS A REQUIRED FORM. PROPOSALS THAT DO NOT INCLUDE THIS FORM, FULLY SIGNED, WILL BE DEEMED NON-RESPONSIVE AND WILL NOT BE CONSIDERED. PROCUREMENT DEPARTMENT 1755 Meridian Avenue, 3rd Floor Miami Beach, Florida 33139 RFQ 2019-084-ND 16 Solicitation No: Solicitation Title: RFQ 2019-084-ND ECONOMIC DEVELOPMENT CONSULTANT SERVICES Procurement Contact: Tel: Email: NATALIA DELGADO 305.673.7000, Ext.6218 NATALIADELGADO at MIAMIBEACHFL.GOV STATEMENTS OF QUALIFICATIONS CERTIFICATION, QUESTIONNAIRE&REQUIREMENTS AFFIDAVIT Purpose: The purpose of this Response Certification, Questionnaire and Requirements Affidavit Form is to inform prospective Proposals of certain solicitation and contractual requirements, and to collect necessary information from Proposals in order that certain portions of responsiveness, responsibility and other determining factors and compliance with requirements may be evaluated. This Proposal Certification, Questionnaire and Requirements Affidavit Form is a REQUIRED FORM that must be submitted fully completed and executed. 1. General Proposer Information. FIRM NAME: NO.OF YEARS IN BUSINESS: ' NO.OF YEARS IN BUSINESS LOCALLY: NO.OF EMPLOYEES: OTHER NAME(S)PROPOSER HAS OPERATED UNDER IN THE LAST 10 YEARS: FIRM PRIMARY ADDRESS(HEADQUARTERS): CITY: STATE: ZIP CODE: TELEPHONE NO.: TOLL FREE NO.: • FAX NO.: FIRM LOCAL ADDRESS: CITY: STATE: ZIP CODE: PRIMARY ACCOUNT REPRESENTATIVE FOR THIS ENGAGEMENT: ACCOUNT REP TELEPHONE NO.: ACCOUNT REP TOLL FREE NO.: ACCOUNT REP EMAIL: FEDERAL TAX IDENTIFICATION NO.: The City reserves the right to seek additional information from proposer or other source(s),including but not limited to:any firm or principal information,applicable licensure,resumes of relevant individuals,client information,financial information,or any information the City deems necessary to evaluate the capacity of the proposer to perform in accordance with contract requirements. RFQ 2019-084-ND 17 1. Veteran Owned Business.Is Pro oser claiming a veteran owned business status? YES _ NO SUBMITTAL REQUIREMENT: Proposers claiming veteran owned business status shall submit a documentation proving that firm is certified as a veteran-owned business or a service-disabled veteran owned business by the State of Florida or United States federal government,as required pursuant to ordinance 2011-3748. 2. Conflict Of Interest. All Proposers must disclose, in their Proposal, the name(s) of any officer, director, agent, or immediate family member(spouse,parent, sibling,and child)who is also an employee of the City of Miami Beach. Further, all Proposers must disclose the name of any City employee who owns,either directly or indirectly,an interest of ten(10%)percent or more in the Proposer entity or any of its affiliates. SUBMITTAL REQUIREMENT: Proposers must disclose the name(s)of any officer,director,agent,or immediate family member (spouse,parent,sibling,and child)who is also an employee of the City of Miami Beach. Proposers must also disclose the name of any City employee who owns,either directly or indirectly,an interest of ten(10%)percent or more in the Proposer entity or any of its affiliates 3. References&Past Performance.Proposer shall submit at least three(3)references for whom the Proposer has completed work similar in size and nature as the work referenced in solicitation. SUBMITTAL REQUIREMENT: For each reference submitted, the following information is required: 1) Firm Name, 2) Contact Individual Name&Title,3)Address,4)Telephone,5)Contact's Email and 6)Narrative on Scope of Services Provided. 4. Suspension, Debarment or Contract Cancellation. Has Proposer ever been debarred, suspended or other legal violation, or had a contract cancelled due to non-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 the event of such non-compliance. SUBMITTAL REQUIREMENT: Submit the names of all individuals or entities(including your sub-consultants)with a controlling financial interest as defined in solicitation. For each individual or entity with a controlling financial interest indicate whether or not each individual or entity has contributed to the campaign either directly or indirectly,of a candidate who has been elected to the office of Mayor or City Commissioner for the City of Miami Beach. 6. Code of Business Ethics.Pursuant to City Resolution No.2000-23879,each person or entity that seeks to do business with the City shall adopt a Code of Business Ethics("Code")and submit that Code to the Department of Procurement Management with its proposal/response or within five(5)days upon receipt of request.The Code shall,at a minimum,require the Proposer,to comply with all applicable governmental rules and regulations including, among others, the conflict of interest, lobbying and ethics provision of the City of Miami Beach and Miami Dade County. SUBMITTAL REQUIREMENT: Proposer shall submit firm's Code of Business Ethics. In lieu of submitting Code of Business Ethics, Proposer may submit a statement indicating that it will adopt,as required in the ordinance,the City of Miami Beach Code of Ethics,available at htto://www.miamibeachfl.gov/city-hall/procurement/ • REQ 2019-084-ND 18 • 7. '= •- - _ --•-r - - •-• - - :, benefits- benefits: . • benefits • " r . r ■ . • �i 8. Equal Benefits for Employees with Spouses and Employees with Domestic Partners.When awarding competitively solicited contracts valued at over$100,000 whose contractors maintain 51 or more full time employees on their payrolls during 20 or more calendar work weeks,the Equal Benefits for Domestic Partners Ordinance 2005-3494 requires certain contractors doing business with the City of Miami Beach,who are awarded a contract pursuant to competitive proposals,to provide"Equal.Benefits"to their employees with domestic partners, as they provide to employees with spouses. The Ordinance applies to all employees of a • Contractor who work within the City limits of the City of Miami Beach, Florida; and the Contractor's employees located in the United States, but outside of the City of Miami Beach limits, who are directly performing work on the contract within the City of Miami Beach. A. Does your company provide or offer access to any benefits to employees with spouses or to spouses of employees? YES NO B. Does your company provide or offer access to any benefits to employees with(same or opposite sex)domestic partners*or to domestic partners of employees? YES NO C. Please check all benefits that apply to your answers above and list in the"other"section any additional benefits not already specified. Note: some benefits are provided to employees because they have a spouseor domestic partner, such as bereavement leave;other benefits are provided directly to the spouse or domestic partner,such as medical insurance. BENEFIT Firm Provides for Firm Provides for Firm does not Employees with Employees with Provide Benefit Spouses Domestic Partners Health Sick Leave Family Medical Leave Bereavement Leave If Proposer cannot offer a benefit to domestic partners because of reasons outside your control, (e.g., there are no insurance providers in your area willing to offer domestic partner coverage)you may be eligible for Reasonable Measures compliance. To comply on this basis, you must agree to pay a cash equivalent and submit a completed Reasonable Measures Application (attached)with all necessary documentation. Your Reasonable Measures Application will be reviewed for consideration by the City Manager, or his designee.Approval is not guaranteed and the City Manager's decision is final. Further information on the Equal Benefits requirement is available at http://www.miamibeachfl.Qov/city-hall/procurement/procurement-related-ordinance-and- procedures/ RFQ 2019-084-ND 19 9. Public Entity Crimes.Section 287.133(2)(a), Florida Statutes,as currently enacted or as amended from time to time,states that a person or affiliate who has been placed on the convicted vendor list following a conviction for a public entity crime may not submit a proposal,proposal,or reply on a contract to provide any goods or services to a public entity;may not submit a proposal,proposal,or reply on a contract with a public entity for the construction or repair of a public building or public work;may not submit proposals,proposals,or replies on leases of real property to a public entity;may not beawardedor perform work as a contractor,supplier,subcontractor,or consultant under a contract with any public entity;and may not transact business with any public entity in excess of the threshold amount provided in s.287.017 for CATEGORY TWO for a period of 36 months following the date of being placed on the convicted vendor list. SUBMITTAL REQUIREMENT:No additional submittal is required.By virtue of executing this affidavit document,Proposer agrees with the requirements of Section 287.133,Florida Statutes,and certifies it has not been placed on convicted vendor list. 10. Non-Discrimination.Pursuant to City Ordinance No.2016-3990,the City shall not enter into a contract with a business unless the business represents that it does not and will not engage in a boycott as defined in Section-2-375(a)of the'City Code,including the blacklisting,divesting from,or otherwise refusing to deal with a person or entity when such action is based on race,color,national origin,religion,sex,intersexuality,gender identity,sexual orientation,marital or familial status,age or disability. SUBMITTAL REQUIREMENT:No additional submittal is required.By virtue of executing this affidavit document,Proposer agrees it is and:shall remain in full compliance with Section 2-375 of the City of Miami Beach City Code. 11. Moratorium on Travel to and the Purchase of Goods or Services from North Carolina and Mississippi. Pursuant to Resolution 2016-29375, the City of Miami Beach, Florida, prohibits official City travel to the states of North Carolina and Mississippi,as well as the purchase of goods or services sourced in North Carolina and Mississippi. Proposer shall agree that no travel shall occur on behalf of the City to North Carolina or Mississippi,nor shall any product or services it provides to the City be sourced from these states. SUBMITTAL REQUIREMENT: No additional submittal is required.By virtue of executing this affidavit document,Proposer agrees it is and shall remain in full compliance with Resolution 2016-29375. 12. Fair Chance Requirement.Pursuant to Section 2-376 of the City Code,the City shall not enter into any contract resulting from a competitive solicitation, unless the proposer certifies in writing that the business has adopted and employs written policies, practices,and standards that are consistent with the City's Fair Chance Ordinance,set forth in Article V of Chapter 62 of the City Code ("Fair Chance Ordinance"), and which, among other things, (i) prohibits City contractors, as an employer, from inquiring about an applicant's criminal history until the applicant is given a conditional offer of employment; (ii) prohibits advertising of employment positionswith 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 ofcontract, and shall entitle the City to the immediate termination for cause of the agreement,in addition to any damages that may be available at law and in equity. 13. Acknowledgement of Addendum. After issuance of solicitation,the City may release one or more addendum to the solicitation which may provide additional information to Proposers or alter solicitation requirements. The City will strive to reach every Proposer having received solicitation through the City's e-procurement system, PublicPurchase.com. However, Proposers are solely responsible for assuring they have received any and all addendum issued pursuant to solicitation.This Acknowledgement of Addendum section certifies that the Proposer has received all addendum released by the City pursuant to this solicitation. Failure to obtain and acknowledge receipt of all addenda may result in proposal disqualification. Initial to Confirm Initial to Confirm Initial to Confirm Receipt Receipt Receipt Addendum 1 Addendum 6 Addendum 11 Addendum 2 Addendum 7 Addendum 12 Addendum 3Addendum 8 Addendum 13 Addendum 4 . Addendum 9 Addendum 14 Addendum 5 Addendum 10 Addendum 15 If additional confirmation of addendum is required,submit under separate cover. RFQ 2019-084-ND 20 DISCLOSURE AND DISCLAIMER SECTION The solicitation referenced herein is being furnished to the recipient by the City of Miami Beach(the"City")for the recipient's convenience. Any action taken by the City in response to Proposals 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 Proposals 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 Proposals 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 Proposals and the applicant including, without limitation, the applicant's affiliates, officers,directors,shareholders,partners and employees,as requested by the City in its discretion. The information contained herein is provided solely for the convenience of prospective Proposals. It is the responsibility of the recipient to assure that information contained herein is accurate and complete. The City does not provide any assurances as to the accuracy of any information in this solicitation. Any reliance on these contents,or on any permitted communications with City officials,shall be at the recipient's own risk. Proposals should rely exclusively on their own investigations,interpretations,and analyses.The solicitation is being provided by the City without any warranty or representation,express or implied,as to its content,its accuracy,or its completeness.No warranty or representation is made by the City or its agents that any Proposals conforming to these requirements will be selected for consideration,negotiation,or approval. The City shallhave no obligation or liability with respect to this solicitation,the selection and the award process,or whether any award will be made.Any recipient of this solicitation who responds hereto fully acknowledges all the provisions of this Disclosure and Disclaimer, is totally relying on this Disclosure and Disclaimer,and agrees to be bound by the terms hereof.Any Proposals 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 Proposals and supporting documents shall be subject to disclosure as required by such law.All Proposals 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 Proposals is true,accurate and complete,to the best of its knowledge,information,and belief. Notwithstanding the foregoing or anything contained in thesolicitation, 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 2019-084-ND 21 PROPOSER CERTIFICATION I hereby certify that: I, as an authorized agent of the Proposer , am submitting the following information as my firm's proposal; Proposer agrees to complete and unconditional acceptance of the terms and conditions of this document, inclusive of this solicitation,all attachments,exhibits and appendices and the contents of any Addenda released hereto,and the Disclosure and Disclaimer Statement; proposer agrees to be bound to any and all specifications, terms and conditions contained in the solicitation, and any released Addenda and understand that the following are requirements of this solicitation and failure to comply will result in disqualification of proposal submitted; Proposer has not divulged, discussed, or compared the proposal with other Proposals and has not colluded with any other proposer or party to any other proposal; proposer acknowledges that all information contained herein is part of the public domain as defined by the State of Florida Sunshine and Public Records Laws; all responses, data and information contained in this proposal, inclusive of the Proposals Certification,Questionnaire and Requirements Affidavit are true and accurate. Name of Proposer's Authorized Representative: Title of Proposer's Authorized Representative: Signature of Proposer's Authorized Representative: Date: THIS IS A REQUIRED FORM. PROPOSALS THAT DO NOT INCLUDE THIS FORM, FULLY SIGNED, WILL BE DEEMED NON-RESPONSIVE AND WILL NOT BE CONSIDERED. RFQ 2019-084-ND 22 APPENDIX B M I Ami 1111 EAc H " No Bid " Form RFQ No. 2019-084-ND ECONOMIC DEVELOPMENT CONSULTANT SERVICES PROCUREMENT DEPARTMENT 1755 Meridian Avenue, 3rd Floor Miami Beach, Florida 33139 Note: It is .important for those vendors who have received notification of thisasolicitati:on.but have decided not to respond, to complete and submit the attached "Statement of No Bid,." The "Statement of No Bid" provides 'the 'City withinformation 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 2019-084-ND 23 Statement of No Bid WE HAVE ELECTED NOT TO SUBMIT A PROPOSAL 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: NATALIA DELGADO STATEMENTS OF QUALIFICATIONS#2019-084-ND 1755 MERIDIAN AVENUE, 3rd FLOOR MIAMI BEACH, FL 33139 RFQ 2019-084-ND 24 APPENDIX C MIAMIBEACH Minimum Requirements , Specifications & Special Conditions RFQ No. 2019-084-ND ECONOMIC DEVELOPMENT CONSULTANT SERVICES PROCUREMENT DEPARTMENT 1755 Meridian Avenue, 3rd Floor Miami Beach, Florida 33139 RFQ 2019-084-ND 25 1. Minimum Eligibility Requirements. The Minimum Eligibility Requirements for this solicitation are listed below. Bidder shall submit the required submittal(s) documenting compliance with each minimum requirement. Proposers that fail to comply with minimum requirements shall be deemed non-responsive and shall not have its bid considered. 1. Prime proposer shall have a minimum of three (3) years' experience providing services to public sector agencies similar to those described herein. Required Submittals: For each qualifying project, submit project name, project description, start and completion dates, project contact information (phone and email), volume of contract, prime proposer's principle role in project. 2.Special Conditions. 2.1 Term of Contract:_lt is expected that any resulting agreement shall be valid for a term of three (3) years from effective date. The City Manager may approve two (2) additional one (1) year renewal periods based on satisfactory performance. 2.2 Final Master Contract. 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 Master Agreement that will govern the terms and conditions of all future Consultant Service Orders (CSO)that may be issued for future projects. 2.3 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. Replacement (including reassignment) of an approved 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). 2.4 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 forthe 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. 2.5 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. RFQ 2019-084-ND 26 APPENDIX D MIAMI B Insurance Requirements RFQ No. 2019-084-ND ECONOMIC DEVELOPMENT CONSULTANT SERVICES PROCUREMENT DEPARTMENT 1755 Meridian Avenue, 3rd Floor Miami Beach, Florida 33139 - RFQ 2019-084-ND 27 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. Best's guide rating B+:VI or better, latest edition. XXX 9. The certificate must state the proposal number and title 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 2019-084-ND 28 EXHIBIT G CONSULTANT'S RESPONSE TO THE RFQ 25 • Florida Department of State DIVISION OF CORPORATIONS Dm.of • •org '���_�Jt����rr� �;€� M� an offcini atrue ujF!ori!a tv i,.:ire Department of State / Division of Corporations / Search Records / Detail By Document Number/ Detail by FEI/EIN Number Foreign Profit Corporation WILLDAN FINANCIAL SERVICES, INC. Cross Reference Name MUNIFINANCIAL, INC. Filing Information Document Number F03000006225 FEI/EIN Number 33-0302345 Date Filed 12/15/2003 State CA Status ACTIVE Last Event NAME CHANGE AMENDMENT Event Date Filed 06/13/2008 Event Effective Date NONE Principal Address 27368 Via Industria Suite 200 Temecula, CA 92590-4856 • • Changed:04/02/2018 Mailing Address • • 2401 E. Katella Avenue,Suite 300 Anaheim, CA 92806 Changed:04/02/2018 • Registered Agent Name&Address CT CORPORATION SYSTEM 1200 S. PINE ISLAND ROAD FORT LAUDERDALE, FL 33324 Name Changed:06/07/2004 Address Changed: 06/07/2004 Officer/Director Detail Name&Address Title Director Brisbin,Thomas • 27368 Via Industria • Suite 200 Temecula, CA 92590-4856 Title Treasurer/CFO McLaughlin, Stacy 27368 Via Industria • Suite 200 Temecula, CA 92590-4856 Title Secretary • Nguyen, Kate 27368 Via Industria Suite 200 Temecula,CA 92590-4856 Title President/CEO Risco, Mark J. 27368 Via Industria Suite 200 Temecula, CA 92590-4856 Annual Reports Report Year Filed Date 2017 04/05/2017 2018 04/02/2018 2019 03/23/2019 Document Images 03/23/2019—ANNUAL REPORT View image in PDF format 04/02/2018—ANNUAL REPORT View image in PDF format 04/05/2017—ANNUAL REPORT View image in PDF format 04/20/2016—ANNUAL REPORT View image in PDF format 01/12/2015—ANNUAL REPORT View image in PDF format 04/01/2014—ANNUAL REPORT View image in PDF format 01/23/2013—ANNUAL REPORT View image in PDF format, 03/21/2012—ANNUAL REPORT View image in PDF format 03/25/2011—ANNUAL REPORT View image in PDF format 04/29/2010—ANNUAL REPORT View image in PDF format 02/11/2009—ANNUAL REPORT View image in PDF format 06/13/2008—Name Change View image in PDF format 03/05/2008—ANNUAL REPORT View image in PDF format 06/15/2007-ANNUAL REPORT View image in PDF format 10/18/2006—REINSTATEMENT View image in PDF format 07/13/2005—ANNUAL REPORT View image in PDF format 06/07/2004—ANNUAL REPORT View image in PDF format 12/15/2003—Foreign Profit View image in PDF format Flonda Department of State,Division of Corporations • • , . 41100006(p)a5 (Requestor's Name) 1111 111110111 (Address) 200131192742 (Address) (City/State/Zip/Phone#) 0 PICK-UP 0 WAIT D MAIL 06/13/08--010122--U17 **S2.SO (Business Entity Name) • (Document Number) Certified Copies Certificates of Status Special Instructions to Filing Officer: • ,51,4a ,..r, w ✓` ` - Office Use Only C;4 > (P COVER LETTER TO: Amendment Section Division of Corporations SUBJECT: W G C MUNIFINANCTAL. INC. (Name o Corporation) DOCUMENT NUMBER: F 0300006225 The enclosed Amendment and fee are submitted for filing. Please return all correspondence concerning this matter to the following: ROY GILL (Name of Contact Person) WILLDAN FINANCIAL SERVICES. L. (Firm/Company) 2401 E. Katella Ave., Suite 300 (Address) Anaheim, CA 92806 (City/State and Zip Code) For further information concerning this matter, please call: Robert L. Lavoie at( 714 ) 704-4700 (Name of Contact Person) (Areae&Daytime Telephone Number) • Enclosed is a check for the following amount: $35.00 Filing Fee $43.75 Filing Fee& $43.15 Filing Fee& xx $52.50 Filing Fee, Certificate of Status Certified Copy Certificate of Status& (Additional copy is Certified Copy enclosed) (Additional copy is enclosed) Mailing Address: Street Address: Amendment Section Amendment Section Division of Corporations Division of Corporations P.O. Box 6327 Clifton Building Tallahassee, FL 32314 2661 Executive Center Circle Tallahassee, FL 32301 PROFIT CORPORATION APPLICATION BY FOREIGN PROFIT CORPORATION TO FILE AMENDMENT TO APPLICATION FOR AUTHORIZATION TO TRANSACT BUSINESS IN FLORIDA (Pursuant to s.607.1504,F.S.) SECTION I (1-3 MUST BE COMPLETED) F03000006225 (Document number of corporation(if known) Ipsec/1 r420 1• W G C MUNIFINANCIAL, INC. (Name of corporation as it appears on the records of the Department of State) ;; W 2. cal ifnrn-1 3. December 15, 2003 f (Incorporated under laws of) (Date authorized to do business irrl'fjda)1 • ►.f1 (xi SECTION II (4-7 COMPLETE ONLY THE APPLICABLE CHANGES) 4. If the amendment changes the name of the corporation,when was the change effected under the laws of its jurisdiction of incorporation? April 2, 2008 5. WILLDAN FINANCIAL SERVICES, INC. (Name of corporation after the amendment, adding suffix "corporation," "company,"or"incorporated,"or appropriate abbreviation, if not contained in new name of the corporation) (If new name is unavailable in Florida, enter alternate corporate name adopted for the purpose of transacting business in Florida) 6. If the amendment changes the period of duration, indicate new period of duration. • (New duration) 7. If the amendment changes the jurisdiction of incorporation, indicate new jurisdiction. (New jurisdiction) 8.Attached is a certificate or document of similar import, evidencing the amendment,authenticated not more than 90 days prior to delivery of the application to the Department of State,by the Secretary of State or other official having custody of corporate records in the jurisdiction under the laws of which it is incorporated. � ignature of a director,presied`nt or other officer-if in the hands of a receiver or other court appointed fiduciary,by that fiduciary) ROY GILL Secretary (Typed or printed name of person signing) (Title of person signing) Nue ZU44 • to La State of California Secretary of State I, DEBRA BOWEN, Secretary of State of the State of California, hereby certify: That the attached transcript of 1 pages) has been compared • with the record on file in this office, of which It purports to be a copy, and that it is full, true and correct. -s -- -- Ty ,, IN WITNESS WHEREOF, I execute this • -vr:•:; • - -- --- -. nt.iUIJV4!i CERTIFICATE OF AMENDMENT • • • . OF • ARTICLES OF INCORPORATION ENDOW SED - FILED OF In the office of the secretary of State MUNIFINANCIAL of the State of Celfornta a California corporation APR —2 2008 FRANK TRIPEPI and ROY L. GILL certify that: 1. They are the duly elected and acting president and secretary,respectively,of said corporation. 2. Article I of the Articles of Incorporation is amended to read: "ARTICLE I. NAME The name of this corporation is WILLDAN FINANCIAL SERVICES" 3. The above amendment was approved by unanimous vote of the Board of Directors of the corporation. 4. The above amendment was approved by the required vote of the shareholders of the corporation in accordance with Section 902 of the Corporations Code; the total number of outstanding shares entitled to vote with respect to the amendment was 10,000 shares of common stock,and the total number of shares voting in favor of the amendment exceeded the number of shares required,being a majority of the outstanding share of stock. IN WITNESS WHEREOF,the undersign. •e xecu -.• s Certificate on February./9 2008 •i.t• "/ . • IP- • • Ittrir —G'ILLGILL,secretary VERIFICATION State of California ss. County of Orange FRANK TRIPEPI and ROY L.GILL,each declares under penalty of perjury that the matter set out in the foregoing Certificate is true of his own knowledge. Executed at Anaheim, California on February41,2008, 11 : ARy 0* (Requestor's Name) 0 II (Address) - - - - 500024768725 (Address) (City/State/Zip/Phone#) 0 PICK-UP 0 WAIT El MAIL (Business Entity Name) (Document Number) Certified Copies Certificates of Status >Ga O r ci ,r j n Special Instructions to Filing Officer:; ;A rn-� r , fes^ r c)Ch Cal Yg. Office Use Only • ti, ti'I�. b • 0.0 FLORIDA DEPARTMENT OF STATE Glenda E. Hood Secretary of State December 2, 2003 LINDA DUFRESNE 357 STILES AVENUE ORANGE PARK, FL 32073 SUBJECT: MUNIFINANCIAL , INC. Ref. Number: W03000036013 We have received your document for MUNIFINANCIAL , INC. and your check(s) totaling $87.50. However, the enclosed document has not been filed and is being returned for the following correction(s): The name of your corporation is not available in Florida. An out-of-state corporation whose name is not available must adopt an alternate corporate name for use in Florida. The alternate corporate name must contain "Incorporated," "Company, "Corporation," "Inc.," "Co.," °Corp," "Inc," "Co," or "Corp." Please enter the alternate corporate name in the space provided in number one of the application. Please return your document, along with a copy of this letter, within 60 days or your filing will be considered abandoned. If you have any questions concerning the filing of your document, pleaseI n (850) 245-6020. -- rr� i — -n. Tammi Cline 9; -1:7 n • Document Specialist Letter Number: 903A00064745 -" Q ]r-. N CD f. Cri CJ1 Tlivi th n of lnrnnrafinnfi- P fl R(1X ( 9.7 -Tnllahangaa Plnrid,, A9I1 • " 1� si A Member of The Willdan Group of Companie November 20,2003 Registration Section Division of Corporations P.O. Box 5327 Tallahassee, FL 32314 Re: Application by MuniFinancial, Inc., a Foreign Corporation for Authorization to Transact Business in Florida Ladies/Gentlemen: Please find enclosed the following: 1. Original and Copy of Application by Foreign Corporation for Authorization to Transact Business in Florida. 2. Certificate of Good Standing of MuniFinancial in California. 3. Check in the amount of$87.50. w w 4. Return Addressed Envelope. o Please file and process the original of the application and return a certified cod;n the --� application to our office in California in the envelope provided. If you have any quer, n please feel free to give me a call at the following number: 904-278-V84 7? 7 yQ1 i 1 CIp • Very truly yours, `n MUNIFINANCIAL, INC. By: t(nz Linda Dufresne • TRANSMITTAL LETTER TO: Registration Section Division of Corporations SUBJECT: MuniFinancial (Name of corporation-must include suffix) Dear Sir or Madam: The enclosed"Application by Foreign Corporation for Authorization to Transact Business in Florida", "Certificate of Existence",and check are submitted to register the above referenced foreign corporation to transact business in Florida. Please return all correspondence concerning this matter to the following: Linda Dufresne (Name of Person) MuniFinancial (Firm/Company) 357 Stiles Avenue (Address) Orange Park, Florida 32073 (City/State and Zip code) For further information concerning this matter,please call: gig,., Q _ r,k h Linda Dufresne at ( 904 ) 278-7874 ,. -rt (Name of Person) (Area Code&Daytime Telephone Number) -- ami STREET ADDRESS: MAILING ADDRESS: a • Registration Section Registration Section Division of Corporations Division of Corporations 409 E.Gaines St. P.O.Box 6327 Tallahassee,FL 32399 Tallahassee,FL 32314 Enclosed is a check for the following amount: O $70.00 Filing Fee O $78.75 Filing Fee& O $78.75 Filing Fee& $87.50 Filing Fee, Certificate of Status Certified Copy Certificate of Status& Certified Copy .• • w APPLICATION BY FOREIGN CORPORATION FOR AUTHORIZATION TO TRANSACT BUSINESS IN FLORIDA IN COMPLIANCE WITH SECTION 607.1503,FLORIDA STATUTES, THE FOLLOWING 1S SUBMITTED TO REGISTER A FOREIGN CORPORATION TO TRANSACT BUSINESS IN THE STATE OF FLORIDA. 1. MuniFinancial, Inc. (Enter nameof corporation;must include"INCORPORATED," "COMPANY," "CORPORATION." "Inc.,""Co.,""Corp,"` "Inc,""Co,"or"Corp.") �V v ,yy `i"; vla1lua ( l r�(, (If name unavailable in Florida,enter alternate corporate name adopted for the purpose of transacting business in Florida) 2. California, United State of America 3. 33-0302345 (State or country under the law of which it is incorporated) (FEI number,if applicable) 4. May, 1988 5. Perpetual __ (Date of incorporation) (Duration: Year corp.will cease to exist or"perpetual") 6. Upon Qualification (Date first transacted business in Florida. If corporation has not transacted business in Florida,insert"upon qualification.") (SEE SECTIONS 607.1501.607.1502 and 817.155,F.S.) 7.357 Stiles Avenue, Orange Park, Florida 32073 (Principal office address) 357 Stiles Avenue, Orange Park, Florida 32073 (Current maiiin address) To engage in any lawful act or activifor winch a corporation maybe organized under the General Corporation Law of Californial fother than banking business, he trust 8. company business or the practice of a profession. (Purpose(s)of corporation authorized in home state or country to be carried out in state of Florida) tin 9. Name and street address of Florida registered agent: (P.O.Box or Mail Drop Box NOT accept ? c-.1 Name: Linda Dufresne 52=` — . m't l" Office Address: 357 Stiles Avenue ` r> a Orange Park Florida 32073 25 `°-' (City) (np code) C3 F3 s 10. Registered agent's acceptance: Raving been named as registered agent and to accept service of process for the above stated corporation at the place designated in this application,I hereby accept the appointment as registered agent and agree to act in this capacity. I further agree to comply with the provisions of all statutes relative to the proper and complete performance of my duties. and I am familiar with and accept the obligations of my position as registered agent. • (Registered agent's signature) 11. Attached is a certificate of existence duly authenticated,not more than 90 days prior to delivery of this application to the Department of State,by the Secretary of State or other official having custody of corporate records in the jurisdiction under the Iaw of which it is incorporated. 12. Names and business addresses of officers and/or directors: A: DIRECTORS Chairman: Dan W. Heil Address: 2125 E. Katella Avenue, Suite 210, Anaheim, CA 92806 Director: Richard Kopecky Address: 2125 E. Katella Avenue, Suite 210, Anaheim, CA_92806 Director: Frank Tripepi Address: 27368 Via Industria, Suite 110, Temecula, CA 92590 Director. Paul Whitelaw Address: 27368 Via Industria, Suite 110, Temecula, CA 92590 Director: Lyn Gruber Address: 27368 Via Industria, Suite 110, Temecula, CA 92590 Director: Scott Koppel Address: 27368 Via Industria, Suite 110, Temecula, CA 92590 Director:Tracy Lenocker Address:3030 Sandbar Circle, Orange, CA 92865 B. OFFICERS president: Frank Tripepi Address: as 27368 Via Industria, Suite 110, Temecula, CA 92590 G c Richard Kopecky _ `'' Vice president: „?- Address: 2125 E. Katella Avenue, Suite 210, Anaheim, CA 92806 -73 • Vice President: Paul Whitelaw 90 Address: 27368 Via Industria, Suite 110, Temecula, CA 92590 ems' rn Secretary: L. Mallory McCamant Address: 2125 E. Katella Avenue, Suite 210, Anaheim, CA 92806 Treasurer: L. Mallory McCamant Address: 2125 E. Katella Avenue, Suite 210, Anaheim, CA 92806 NOTE: If necessary,you may attach • .ddendum to•th application listing additional officers and/or directors. 13. ignatpr o a i or or Officer listed in number 12 of the application) 14.L. Mallory McfCam, i t (Typ a or printed name and capacity of person signing application) i • r.v &„„, i ,--__. . .:.- - ,t.T. 1, 44,,,,(-41L' - : * '-;t r:r -;*4:t4::.. -,::t',:' ,i: ',it: 4- tc ,,,, w, i r. CERTIIFICATE OF STATUS = DOMESTIC CORPORATION I, KEVIN SHELLEY, Secretary of State of the State of California, hereby certify: That on the 24TH day of JUNE, 1988, MUNIFINANCIAL became incorporated under the laws of the State of California by filing its Articles of Incorporation in this office; and That no record exists in this office of a certificate of dissolution of said - corporation nor of a court order declaring dissolution thereof, nor of a merger or consolidation which terminated its existence; and That said corporation's corporate powers, rights and privileges are not suspended on the records of this office; and That according to the records of this office, the said corporation is authorized to exercise all its corporate powers, rights and privileges and is in good legal standing in the State of California; and That no information is available in this office on the financial condition, business • activity or practices of this corporation. IN WITNESS WHEREOF, I execute this / certificate and affix the Great Seal ..:7_, fj .. 9 of the State of California this day -=- --— `- =' of November 19, 2003. rtei e! : '.: �'• .-,_..... _----_-_,--77--=6"5.7-7114.., it-3:1 - 7( t. (flit.4....66 tom:.-cs=-._•LLr�• �_C - '_ J�w1;:I7_niij, ;;-,-- KEVIN SHELLEY -.- e ? Secretary of State NP•24 A(REV.1.03) "MA' City of Miami Beach Proposal Economic Development Consultant Services 101.1.SI Ai ...AA A IA I -.., -i,,,. - 4A-,--f,,:z_ -..- -.,:-.i:.. _ wa F-'e Z.1 .Vi III e. 'dr` .. 10,_ .:. . ' s_ .. 10/1/W TAB 1 Cover Letter & Minimum Qualifications Requirements i_ is r `,;'4 .:r If 1 Z. 4. - ' . _z 4 •i • .. i .1111 III -.4I . �.• �� : i a... ..„Si i • • 114\" w n �t. f .I r • \ I ,'''- i 1/VW FINANCIAL SERVICES Tab I — Cover Letter & Minimum Qualifications 1.1 Cover Letter & Table of Contents March 1, 2019 Ms. Natalia Delgado Procurement Contracting Officer City of Miami Beach 1755 Meridian Avenue 3rd Floor Miami Beach, Fl 33139 Re: Qualifications in Response to the City of Miami Beach, Economic Development Consultant Services Dear Ms. Delgado: Willdan Financial Services("Willdan")is pleased to submit the following proposal to the City of Miami Beach("City")for the provision of Economic Development Consultant Services (Services). Willdan understands that the objective of this procurement is to obtain proposals from companies interested in providing on-call economic, development services to enable the City of Miami Beach to respond to time-sensitive needs to evaluate economic development policies and programs. As the City has moved towards placing a greater emphasis on enhancing its business corridors and small business development Citywide, the Willdan Team understands the need for the development of strategies, plans, and initiatives that promote and improve the quality of life, advance business retention, expansion and attraction efforts, and build a strong foundation for continued economic prosperity. Our Project Team is well-qualified to leverage the existing City of Miami Beach Tourism, Culture, And Economic Development Department's staff and expand your capacity to respond to prospective investors and developers in a timely manner with cutting edge market data,analytics and strategies, including: • Comprehensive economic development • Cost modeling • Strategic planning • Leadership and organizational development models • Developing high level evaluation of market • Business development strategies opportunities and position strategies for key business Targeted industry analysis corridors • Marketing and branding plans • Evaluation of current market dynamics and economic • Prospect identification and outreach assets • Benchmarking and competitive assessment Competitive and responsible economic • development incentive policies • Asset-based economic development • Workforce trends,forecasts analysis and talent • Sustainable development development • SWOT analyses • Community outreach and engagement. Our team's local knowledge and deep experience in similar economic development and planning projects will also ensure that the services provided are creative in approach,yet flexible throughout the process to respond to a variety of business retention and attraction efforts in the competitive context of the regional Miami-Dade/Ft. Lauderdale market. Willdan has assembled a senior project team of subject matter experts who have worked together for more than 15 years, supporting both public and private clients across the United States to implement economic development plans and provide market and fiscal analysis, finance strategies, and public policy support. The Willdan project team has collectively worked in 36 states and 40 countries. Engineering and Planning I Energy Efficiency and Sustainability I Financial and Economic Consulting I National Preparedness and Interoperability 407.872.2467 I fax:888.326.6864 1200 South Orange Ave.,Suite 1550,Orlando,Florida 32801 I www.willdan.com Ms. Natalia Delgado,Procurement Contracting Officer City of Miami Beach Qualifications,Economic Development Consultant Services March 1,2019 Page ii To respond to the combined real estate,economic development,and workforce development components of the proposed Request for Qualifications, the Willdan project team is partnering with our colleagues at Emsi Labor Market Analytics. Willdan and EMS' collaborate frequently through active participation in the International Economic Development Council's professional training and leadership programs and, most recently, on similar consulting and on-call engagements in Sarasota, Florida; Hampton Roads,Virginia; and Renew Moline, Illinois.The project team's key resources are comprised of the individuals noted below. • James Edison,JD, MPP, Managing Principal, Willdan: Principal-in-Charge& Project Manager • Ms. Molly McKay, CEcD, MA, Principal Consultant,Willdan: Economic Development Strategist • Adrienne Teleki, MBA, Project Director,Willdan:Senior Mixed-Use Development Market Strategist • Alivia Metts, Economist, Emsi: Project Demographic, GIS and Workforce Analyst The Willdan Team's broad local, national and international experience will help ensure that the tools utilized are anchored by cutting-edge best practices in the industry,easy to adapt to a range of business types and stages and public service cost needs. Our Project Team is excited about this opportunity to serve the City of Miami Beach. Managing Principal James Edison is authorized to represent Willdan Financial Services regarding this submittal. The Willdan office denoted below is the nearest to the City of Miami Beach. Please feel free to contact Mr. Edison,to discuss any aspect of our proposal and/or arrange for an interview with our team. Furthermore, as Vice President, I, Chris Fisher, am authorized to bind the firm to a contract with the City. Authorized Representative Contact Information Willdan Financial Services Mr.James Edison 200 South Orange Avenue,Suite 1550 Orlando, Florida 32801 JEdison@Willdan.com Tel#: (800) 755-6864 I Fax#: (888)326-6864 Sincerely, WILLDAN FINANCIAL SERVICES Chris Fisher Vice President-Group Manager COMPREHENSIVE. INNOVATIVE. TRUSTED. City of Miami Beach Table of Contents Tab I—Cover Letter&Minimum Qualifications 1.1 Cover Letter&Table of Contents Table of Contents 1 1.2 Response Certification,Questionnaire&Requirements Affidavit 1 1.3 Minimum Qualifications 7 Tab 2—Experience&Qualifications 8 2.1 Qualifications of the Proposing Firm 8 Willdan Firm Profile 8 Willdan Financial Services 8 Financial Responsibility 8 Sub-contractor 9 Emsi Labor Market Analytics Firm Profile 9 Similar Experience 10 Experience 17 Willdan Financial Services 17 EMSI 21 2.2 Qualifications of the Proposer Team 22 Organizational Chart 23 Unique Experience and Resources 24 Resumes 24 James Edison,JD, MPP 25 Molly McKay,CEcD, MA 28 Adrienne Teleki, MBA 31 Alivia Metts 33 Tab 3—Approach&Methodology 34 Project Understanding 34 Approach to the Scope of Services 37 Project Approach 37 Project Methodology&Approach 38 Sample Work Plan 39 Understanding of Methods,Analysis and Best Practices 47 Client Responsibilities 47 Project Controls 48 Project Management Approach 48 Quality Assurance/Quality Control Process 49 . RFQ 2019-084-ND DIVE.COMPREHENSIVETRUSTEEmsi1 Cityof Miami Beach,FL 1 TRUSTED. City of Miami Beach 1.2 Response Certification, Questionnaire & Requirements Affidavit Solicitation No: Solicitation Title: RFQ 2019-084-ND ECONOMIC DEVELOPMENT CONSULTANT SERVICES Procurement Contact Tel: Emait NATALIA DELGADO 305.673.7000, Ext.6218 NATALIADELGADO(a7MIAMIBEACHFL.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 Proposal Certification,Questionnaire and Requirements Affidavit Form is a REQUIRED FORM that must be submitted fully completed and executed. 1. General Proposer Information. FIRM NAME: Willdan Financial Services NO.OF YEARS IN BUSINESS: NO.OF YEARS IN BUSINESS LOCALLY: NO.OF EMPLOYEES: 31 13 80 OTHER NAME(S)PROPOSER HAS OPERATED UNDER IN THE LAST 10 YEARS: FIRM PRIMARY ADDRESS(HEADQUARTERS): 27368 Via Industria,Suite 200 CITY: Temecula STATE: ZIP CODE: California 92590 TELEPHONE NO.: (951) 587-3500 TOLL FREE NO.: (800) 755-6864 FAX NO.: (888)326-6864 FIRM LOCAL ADDRESS: 200 South Orange Avenue,Suite 1550 CITY: Orlando STATE: ZIP CODE: Florida 32801 PRIMARY ACCOUNT REPRESENTATIVE FOR THIS ENGAGEMENT: James Edison ACCOUNT REP TELEPHONE NO.: (407)872-2467 ACCOUNT REP TOLL FREE NO.: (800) 755-6864 ACCOUNT REP EMAIL: JEdison@Willdan.com FEDERAL TAX IDENTIFICATION NO.: 33-0302345 The City reserves the right to seek additional information from proposer or other source(s),induding but not limited to:any firm or principal information,applicable licensure,resumes of relevant individuals,client information,financial information,or any information the City deems necessary to evaluate the capacity of the proposer to perform in accordance with contract requirements. COMPREHENSIVE. EmSIRFQ2019-084-ND � TRUSTED.INNOVATIVE. L 1 City of Miami BfOCfI,FL City of Miami Beach 1. 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 State of Florida or United States federal government.as required pursuant to ordnance 2011-3748. 2. Conflict Of Interest. All Proposers must disclose, in their Proposal, the name(s) of any officer, director, agent, or immediate family member(spouse, parent, sibling, and child)who is also an employee of the City of Miami Beach. Further, all Proposers must disclose the name of any City employee who owns, either directly or indirectly, an interest of ten (10%)percent or more in the Proposer entity or any of its affiliates. SUBMITTAL REQUIREMENT: Proposers must disclose the name(s)of any officer, director, agent, or immediate family member (spouse, parent, sibling, and child)who is also an employee of the City of Miami Beach. Proposers must also disclose the name of any City employee who owns, either directly or indirectly,an interest of ten (10%)percent or more in the Proposer entity or any of its affiliates 3. References&Past Performance.Proposer shall submit at least three(3)references for whom the Proposer has completed work similar in size and nature as the work referenced in solicitation. SUBMITTAL REQUIREMENT: For each reference submitted, the following information is required: 1) Firm Name, 2) Contact Individual Name&Title, 3)Address,4)Telephone,5)Contact's Email and 6)Narrative on Scope of Services Provided. 4. Suspension, Debarment or Contract Cancellation. Has Proposer ever been debarred, suspended or other legal vidation, 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 the event of such non-compliance. SUBMITTAL REQUIREMENT: Submit the names of all individuals or entities (including your sub-consultants)with a contrdling financial interest as defined in solicitation. For each individual or entity with a controlling financial interest indicate whether or not each individual or entity has contributed to the campaign either directly or indirectly, of a candidate who has been elected to the office of Mayor or City Commissioner for the City of Miami Beach. 6. Code of Business Ethics. Pursuant to City Resolution No.2000-23879,each person or entity that seeks to do business with the City shall adopt a Code of Business Ethics("Code")and submit that Code to the Department of Procurement Management with its proposal/response or within five(5)days upon receipt of request. The Code shall,at a minimum, require the Proposer,to comply with all applicable governmental rules and regulations including, among others, the conflict of interest, lobbying and ethics provision of the City of Miami Beach and Miami Dade County. SUBMITTAL REQUIREMENT: Proposer shall submit firm's Code of Business Ethics. In lieu of submitting Code of Business Ethics, Proposer may submit a statement indicating that it will adopt, as required in the ordinance,the City of Miami Beach Code of Ethics,available at http://wtt+,w.miamibeachfl dm/city-hall/procurement/ k/COMPREHENSIVE. E■.•SI RFQ 2019-084-ND JINNOV; IVE TRUSTED City of Miami Beach, FL City of Miami Beach 7. _ . '. . --•• •e; - - ' _ - - . • - -- - --- - , -.- 1 Effective January 1, 2018, covorod employees mutt bo paid a living wage rato of no loss than$11.62 por hour with benefits. . .. • •- - • -- .. •- • - - ! •- •-• • beaef}ts-- 3. Effective January 1, 2020, covered employees must be paid a living wage rate of no less than$11.78 per hour with benefit • - • •-• • -• - - "'..• •--- •- •- - '=• - 8. Equal Benefits for Employees with Spouses and Employees with Domestic Partners.When awarcing competitively solicited contracts valued at over 5100,000 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 Ordnance applies to all employees of a Contractor who work within the City limits of the City of Miami Beach, Ronda; 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? X 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? X YES NO C. Please check all benefits that apply to your answers above and list in the°other°section any addtional 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 X X Sick Leave x X Family Medical Leave X X Bereavement Leave X X If Proposer cannot offer a benefit to domestic partners because of reasons outside your control, (e.g., there are no insurance providers in your area willing to offer domestic partner coverage)you may be eligible for Reasonable Measures compliance. To comply on this basis, you must agree to pay a cash equivalent and submit a completed Reasonable Measures Application (attached) with all necessary documentation. Your Reasonable Measures Application will be reviewed for consideration by the City Manager, or his designee. Approval is not guaranteed and the City Manager's decision is final. Further information on the Equal Benefits requirement is available at http://www.miamibeachfi oov/city-hall/procurement/procurement-related-ordnance-and- procedures/ Wi COMPREHENSIVE. E■■.SI RFQ 2019-084-ND j INNOV�R„S,EoATIVE 3 City of Miami Beach, FL City of Miami Beach 9 Public Entity Crimes.Section 287.133(2)(a), Florida Statutes,as currently enacted or as amended from time to time,states that a person or affiliate who has been placed on the convicted vendor list following a conviction for a public entity crime may not submit a proposal,proposal,or reply on a contract to provide any goods or services to a public entity; may not submit a proposal,proposal,or reply on a contract with a public entity for the construction or repair of a public buildng 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 Ordnance No.2016-3990, the City shall not enter into a contract with a business unless the business represents that it does not and will not engage in a boycott as defined in Section 2-375(a)of the City Code,including the blacklisting,divesting from,or otherwise refusing to deal with a person or entity when such action is based on race,color, national origin,religion,sex,intersexuality,gender identity,sexual orientation, marital or familial status,age or disability. SUBMITTAL REQUIREMENT: No additional submittal is required. By virtue of executing this affidavit document, Proposer agrees it is and shall remain in full compliance with Section 2-375 of the City of Miami Beach City Code. 11. Moratorium on Travel to and the Purchase of Goods or Services from North Carolina and Mississippi. Pursuant to Resolution 2016-29375, the City of Miarri Beach, Florida.. prohibits official City travel to the states of North Carolina and Mississippi,as well as the purchase of goods or services sourced in North Carolina and Mississippi. Proposer shall agree that no travel shall occur on behalf of the City to North Carolina or Mississippi, nor shall any product or services it provides to the City be sourced from these states. SUBMITTAL REQUIREMENT: No additional submittal is required. By virtue of executing this affidavit document, Proposer agrees it is and shall remain in full compliance with Resolution 2016-29375. 12. Fair Chance Requirement. Pursuant to Section 2-376 of the City Code,the City shall not enter into any contract resulting from a competitive solicitation, unless the proposer certifies in writing that the business has adopted and employs written policies, practices,and standards that are consistent with the City's Fair Chance Ordinance,set forth in Article V of Chapter 62 of the City Code ("Fair Chance Ordinance'), and which, among other things, (i) prohibits City contractors, as an employer, from inquiring about an applicant's criminal history until the applicant is given a condtional 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 addtional submittal is required at this time. By virtue of executing this affidavit, Proposer certifies that it has adopted pdicies,practices and standards consistent with the City's Fair Chance Ordnance. 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 immedate termination for cause of the agreement,in addition to any damages that may be available at law and in equity. 13. Acknowledgement of Addendum. After issuance of solicitation, the City may release one or more addendum to the solicitation which may provide additional information to Proposers or alter solicitation requirements. The City will strive to reach every Proposer having received solicitation through the City's e-procurement system, PublicPurchase.com. However, Proposers are solely responsible for assuring they have received any and Al 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 sdicitation. Failure to obtain and acknowledge receipt of all addenda may result in proposal disqualification. Initial to Confine Initial to Confirm Initial to Confirm Receipt Receipt Receipt NS 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 addtional confirmation of addendum is required,submit under separate cover. WCOMPINNOVATIVE REHENSIVE. EmSi RFQ 2019-084-ND INNOVATIVE. 4 TRUSTED City of Miami Beach, FL City of Miami Beach DISCLOSURE AND DISCLAIMER SECTION The solicitation referenced herein is being furnished to the recipient by the City of Miami Beach (the"City")for the recipient's convenience. Any action taken by the City in response to Proposals 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 ciscretion, the City may withdraw the solicitation either before or after receiving Statement of Qualifications, may accept or reject Statement of Qualifications, and may accept Proposals which deviates from the solicitation,as it deems appropriate and in its best interest. In its sole oscretion,the City may determine the qualifications and acceptability of any party or parties submitting Proposals in response to this solicitation. Following submission of Statement of Qualifications, the applicant agrees to deliver such further details, information and assurances, inducing financial and disclosure data, relating to the Proposals and the applicant including, without limitation, the applicant's affiliates, officers,directors,shareholders,partners and employees,as requested by the City in its discretion. The information contained herein is provided solely for the convenience of prospective Proposals. It is the responsibility of the recipient to assure that information contained herein is accurate and complete. The City does not provide any assurances as to the accuracy of any information in this solicitation. Any reliance on these contents,or on any permitted communications with City officials,shall be at the recipient's own risk. Proposals should rely exclusively on their own investigations,interpretations, and analyses.The solicitation is being provided by the City without any warranty or representation,express or implied, as to its content,its accuracy,or its completeness. No warranty or representation is made by the City or its agents that any Proposals conforming to these requirements will be selected for consideration, negotiation,or approval. The City shall have no obligation or liability with respect to this solicitation, the selection and the award process, or whether any award will be made. Any recipient of this solicitation who responds hereto fully ackno' ledges all the provisions of this Disclosure and Disclaimer, is totally relying on this Disclosure and Disdaimer,and agrees to be bound by the terms hereof.Any Proposals 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 ordy,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 Proposals and supporting documents shall be subject to cisclosure as required by such law.All Proposals 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 Proposals 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 Disdaimer 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 cisputes arising from the solicitation shall be governed by and construed in accordance with the laws of the State of Honda COMPREHENSIVE. EmSI RFQ 2019-084-ND INNOVATIVE TRUSTED. City of Miami Beach, FL City of Miami Beach 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 Proposals Certification, Questionnaire and Requirements Affidavit are true and accurate. Name of Proposer's Authorized Representative: Title of Proposer's Authorized Representative: Chris Fisher Vice President,Group Manager Signature of Proposer's Authorized Representative: Date: 2/28/2019 THIS IS A REQUIRED FORM. PROPOSALS THAT DO NOT INCLUDE THIS FORM, FULLY SIGNED,WILL BE DEEMED NON-RESPONSIVE AND WILL NOT BE CONSIDERED. /coMPREHEN SIVE. EII..SI RFQ 2019-084-ND INNOVATIVE 6 TRUSTED. City of Miami Beach,FL City of Miami Beach 1.3 Minimum Qualifications Willdan and the incorporated project team meet the minimum qualifications set forth in the City of Miami Beach's RFQ 2019-084-ND;and is demonstrated throughout the following statement of qualifications. avvi(COMVREHENSIVE. EmSI RFQ 2019-084-ND INNOVATIVE. TRUSTED, City of Miami Beach,FL TAB 2 Experience & Qualifications ,• 4 z ;,,-, '''''--i• 4 •:,:1,-, IC •'''. ' ' !,',.• ' ii It I iv45-, Itiovii, -411dia' ..... , \ N 9 r , I 4 s ••:- - — •_"A _1-, 4 ..... ....,. 6 1 p it pee Alp r ' 41 4' ' t , it .„.. J.I. 1. m I ; _ , 1• • 111 ti City of Miami Beach Tab 2 — Experience & Qualifications 2.1 Qualifications of the Proposing Firm Willdan Firm Profile Willdan Financial Services is one of four operating divisions within Apaw ! Willdan Group, Inc. (WGI), which was founded in 1964 as an ' ( • .` engineering firm working with local governments.Today, WGI is a <► , - " publicly-traded company on NASDAQ(ticker:WLDN).WGI,through Mal its subsidiaries, provides professional technical and consulting ENGINEERING,PLANNING& ENERGY EFFICIENCY& services that ensure the quality,value and security of our nation's INFRASTRUCTURE SUSTAINABILITY infrastructure, systems, facilities, and environment. The firm has .11111111.1 11.1111111.111 pursued two primary service objectives since its inception— ensuring the success of its clients and enhancing its surrounding +l 01 I. communities. W"` }��Iti x •, 01, In doing so, Willdan has gained a notable reputation for technical FINANCIAL&ECONOMIC NATIONAL PREPAREDNESS& excellence, cost-effectiveness, and client responsiveness in CONSULTING SERVICES TRAINING providing superior consulting services. The company's service Mill. 1111 .111111M1.1.1111 offerings span a broad set of complementary disciplines that include engineering and planning, energy efficiency and sustainability, financial and economic consulting, and national preparedness. Willdan has crafted this set of integrated services so that, in the face of an evolving environment—whether economic, natural, or built—Willdan can continue to extend the reach and resources of its clients. Currently,WGI has 1,200 employees operating from offices in Arkansas,Arizona,California,Colorado,Connecticut,District of Columbia, Florida, Illinois, Kansas, Kentucky, Maryland, Nevada, New Jersey, New York, Ohio, Oregon, Utah, Texas, and Washington. Willdan Financial Services Established on June 24, 1988,Willdan Financial Services, is a national firm, and is one of the largest public sector financial consulting firms in the United States.Willdan assists local public agencies by providing the following services: • Real estate market and financial feasibility analysis; • Energy efficiency retrofit program and financing Economic development plans and strategies; strategies; • Fiscal and economic impact analysis • Housing development and implementation • Tax increment finance district support strategies; • Master developer RFQ/RFP issuance; • Utility rate and cost of service studies;and • Development impact fees • Transit-oriented development planning With a staff of 80 people, and office locations in Plano, TX; Temecula, CA; Oakland, CA; Orlando, FL; Washington, DC; Phoenix, AZ; and Aurora, CO, we Financial Stability have helped over 1,200 public agencies successfully address a broad range of • In business for over 50 years financial challenges, such as financing the costs of growth and generating • Market capitalization of$242.6M revenues to fund desired services. (as of end of 2nd Quarter,2017) •Financial Responsibility Fiscal 3'd Quarter 2018 revenue p y (3 months)of$71.5M Willdan Group, Inc. (WGI) has sustained a healthy financial performance record • Fiscal Year 2017 revenue of due to the outstanding performance of the four operating divisions and a strong, $273.49M • dependable reputation in municipal consulting. A snapshot of WGI's financial $35 million Line of Credit with the ability to increase up to$60 statistics are provided to the right demonstrating our financial position and million stability. As a publicly traded company (NASDAQ ticker: WLDN), must provide (as of end of 3rd Quarter,2018) public financial information as required by the SEC. Detailed financial statements • $16.7M in cash and cash equivalents and annual reports are included on our webpage(http://ir.willdangroup.com/). (as of end of 3rd Quarter,2018) WlCOMPREHENSIVE. ErnSI RFQ2019-084-ND INNOVATIVE. 8 TRUSTED. City of Miami Beach,FL City of Miami Beach Sub-contractor Emsi Labor Market Analytics Firm Profile Emsi provides actionable data and consulting to help you understand and communicate your economic and workforce strengths, respond to business inquiries, benchmark your region against your • peers,and attract and retain skilled talent to help your community prosper. . 1 1111 s ' For nearly 20 years, Emsi has supplied workforce and economic development s professionals with the labor market and economic insights to help them improve and grow their communities.To date,Emsi has worked with over half of the community colleges and over a quarter of the workforce development boards in the U.S., as well as state labor market agencies, Fortune 500 corporations, and other non-profit organizations.Through this work,we have developed the expertise necessary to deliver final products and client experiences that are robust enough to withstand the many challenges inherent in understanding business needs and workforce and economic development opportunities. We are confident that our workforce database and custom analysis will meet the specific needs of this project. Emsi's consulting services team regularly performs: workforce availability analyses; industry sector and cluster analyses; workforce, education, and skills gap analyses; project, program, and organization specific economic impact analyses; and workforce compatibility and career pathway assessments to name a few. Through these analyses, Emsi consistently partners with workforce and economic development organizations, educational institutions, and other non-profit organizations to assist in developing long-term and strategic plans.The idea is to not only provide the most comprehensive economic, demographic, and workforce information available, but also to better equip our customers with the knowledge and skills they need to better understand their economies and the workforce needs in their regions.This will allow them to make strategic, data-driven decisions, increase the efficiency and effectiveness of their efforts, and ultimately get better results. Emsi Recent Experience Emsi is highly experienced working with states, cities, and regions on complex plans, including organizing and leading successful economic development strategies and business attraction efforts.We have engaged with many communities and regions undergoing major economic expansions and transitions.We have helped create and staff economic development- related task forces and community groups,along with providing the strategic planning necessary to develop strong policies. The following projects exhibit our expertise: • Comprehensive Economic Development Strategy—Update, 2016 I Confederated Tribes of the Umatilla Indian Reservation.2016 • Economic Development Strategic Process I Sandusky County Economic Development Corp. 2017 • Economic Development Strategic Plan I City of Dexter.2017 • The State of the New Automotive Industry, Huntsville AL I Tennessee Valley Authority. 2017 • Comprehensive Labor Analysis I Clarksville-Montgomery County Economic Development Council.2017 • Reaching Populations with Barriers to Workforce Entry I Smoky Mountains Tennessee Workforce Board.2018 • Benefit-Cost Analysis to Support BUILD Grant Application I Maryville, Missouri.2018. • Estimated Growth in Demand for Healthcare Services I Pullman Regional Hospital,Washington. 2018 The outcome of the above projects were direct results from the research and stakeholder involvement efforts which leads into well-thought out and comprehensive economic development strategies including prioritized target markets,activities, projects,and programs to implement objectives and goals from the strategies. COMPREHENSIVE. r • RFQ 2019-084-ND IA J INNOVAT IYE 9 TRUSTED City of Miami Beach,FL City of Miami Beach Similar Experience Included herein are project summaries,and links to the reports,of comparable engagements demonstrating our experience. We are proud of our reputation for customer service and encourage you to contact our past clients regarding our commitment to excellence. City of Miami, FL I Miami 21 Economic Development Analysis As a response to the City's rapid growth, the City of Miami Planning Department commissioned Duany Plater-Zyberk (DPZ) f iv '+ to completely overhaul the zoning code and create a plan for the r next century of development.The cornerstone of the Miami 21 ,, ' , vi, I ea 1 d' -r. is the transformation of Miami's existingland-use-based ,' 'f 1 r r il project f l 0.1 Is 1g ( I p... - zoning code into a form-based code. The predictability of the �.0 I�� re t, ill P . F new code effectively reduced the need for zoning amendments, -4 = d ' . ..' 1 - - ''4'-.. I1` ''' accelerating the permitting process and encouraging continued �v t kS-' !_- L'''."--,S0'.1 (r +:;' A investment and revitalization throughout the City of Miami. 1y, r., . : B Implementation of Miami 21 continues .;� to transform the way the City of Miami .z•. manages zoning,economic V.,, development,transportation, historic I `^ fi preservation, parks and open space. Planning Awards include: • ,. Global Forum on Human Settlements: 2014 Global Human Settlements Award in Planning and Design ■ The American Institute of Architects: 2014 AIA Institute Honor Award for Regional and Urban Design As the lead economic development consultant for Miami 21, Molly • Congress for New Urbanism and the Center McKay (formerly a Senior Associate with Economics Research for Applied Transect Studies: Associates)worked closely under DPZ with the City of Miami,alongside 2011 Groves Award a nationally recognized team of sub-consultants including Goody The Chicago Athenaeum Museum of Clancy, Gannett Fleming, The National Trust for Historic Preservation, Architecture and Design: and a wide array of citizen groups.To bring the project to a manageable 2010 The Driehaus Form-Based Codes Award scale,and to best understand the nuances of individual neighborhoods, • Form-Based Codes Institute: DPZ divided the city into four distinct quadrants forming the analytical 2010 The American Architecture Award • framework for ERA's fiscal and economic impact analysis of the American Planning Association: proposed transect form-based zoning code, adopted in 2010. 2010 Florida Chapter Award of Excellence Client Contact: Elizabeth Plater-Zyberk, Managing Partner, Duany Plater-Zyberk(DPZ) 1023 SW 25th Ave. Miami, FL 33135, Miami, FL Tel: 305-644-1023 Link: http://www.miami21.org/PDFs/relatedefforts/wynwooduda71306.pdf Project Team: Molly McKay Project Dates: 2006-2007 coMVRENENsivE. EmSI RFQ2019-084-ND INNOVATIVE. to TRUSTED. City of Miami Beach, FL City of Miami Beach City of Tamarac, FL I Economic Development Strategic Plan Willdan prepared the City of Tamarac's Economic Development Strategic Plan (the Economic Development Element of the City's Comprehensive � Plan), adopted in May 2018. This planning effort was funded by the TAMARAC Florida Department of Economic Opportunity and included the preparation of a baseline Data&Analysis Report;as well as identification The City For Your Lite and recommendation of potential citywide economic development MPlb incentive programs for business retention and recruitment that are applicable to five retail revitalization "Focus Areas" and citywide; a IS -_r. ° 4 ' fr - targeted business incubation strategy,formulation of a land bank policy; In / '- establishment of a public realm improvements (Placemaking) fund; and ~ Ii ^' an implementation program and "economic dashboard" of benchmarking metrics to measure the success of strategies and initiatives. •. • To achieve the City's Economic Development goals and objectives, Willdan conducted stakeholder interviews and a private bus tour sponsored by ULI-the Urban Land Institute of Focus Areas with real estate " w' ` KK9 _ developers, brokers, retail . •-„a =SOW tenants and others to ri i �^r�, .`.. ••.'" determine the market and Tamarac Economic w 6 , .. regulatory conditions Development : ;, L. required to attract private ' ' ,.� �' redevelopment activity in Strategic Plan Mission t l� F` , the City's most disinvested Statement a mi' '/ i i'igl41 iJ` • retail plazas. This r I •AM _ "•- ' innovative public outreach process resulted in the assemblage and disposition of one site now undergoing mixed-use To foster the economic residential/retail redevelopment by Eden Multifamily. resilience, sustainability and The five-year plan envisions approximately $5 million of economic comprehensive revitalization development investments supported by multiple sources of funding from the of the City of Tamarac through City's General Fund, grants and other alternative funding opportunities effective pro-growth, business allocated to each of the plan's five-year implementation horizon. friendly development policies Client Contact: and programs Maxine A.Calloway,AICP, Director Community Development Department 7525 NW 88th Ave,Tamarac, FL 33321 Tel#:954-597-3530 I Email: Maxine.Calloway@tamarac.org Link:https://www.dropbox.com/s/fx9bkcdp872ime4/Tamarac%20Final%20EDSP 2018 05 16.pdf?d1=0 Project Team: James Edison, Molly McKay&Adrienne Teleki Project Dates: October 2017—May 2018 COMPREHENSIVE. EmSI RFQ i INNOVATIVE. Il TRUSTED- City of Miami Beach,FL City of Miami Beach City of Miramar, FL I Economic Development Action Plan - % -, i t . Willdan was retained by the City of Miramar's Department of , � t ,-; ,,� it'. Community & Economic Development to formulate an s4 `' 1 , 1 . ' . - Economic Development Action Plan including a targeted 4117,1+--- ' ' a� �. ,- wj • 'r 07 Retail Retention & Recruitment Strategy to attract grocery 'f• , i , sr t _ ri/± �•` and full-service diningtenants to priorityredevelopment �D4a;1r' $ -.. Ile. 4 it Ic1' f. P ,�,� r �=t} "gyp; = sites located in the Transit Oriented Corridor and the °,,. m`t o.zi`i 1 Ili: ;. ',, S +A ;;; i4, i rj,;= Miramar Town Center Areas. 1 -. At‘ ,14 IS ti.• .,j"I Willdan conducted a detailed demographic, economic and map v '` I ,; mo, •,. ' . I ...:-.1.!.` real estate market analysis to evaluate the feasibility of new retail development in the City and to benchmark existing 11.111111.111.1.011,1111.11111Vo.ys.1 conditions against the site selection requirements of retail 'Iwdl 8 pmna+.l Cr!Stow/ tenants. 9mr.aa 5.•p1u• (ommnupp.#I Gated llrcl•n•se It Appal To achieve the City's economic development goals and l FJPIPPIP4or,svnsNrgs Stam, objectives, Willdan conducted stakeholder interviews with real estate developers, brokers, retail tenants and others to UMW Sava E1•y t 0•n.Yg Navel assemble key data that would serve to inform the City's Spada/Fe Spada/ e.Slaw endeavors to market specific sites to retail tenants at the WI International Council of Shopping Center's 2016 RECON Spat/PI Gos aeq 9oo«6Nuc StStemg event in Las Vegas,Nevada. FPI Servc.E*mg 6 DPNIIrq Pl.m. lir XI MO CI SI'MO Q1 taco o, $16000) $140001 51100 DI $ $20DO $1000 Client Contact: "m"" NIIYnv Gue0s. Senna sw n,re. Gene. wenn. ea"• Eric Silva, Director of Economic Development Ferrya1� w"6 es ft* " tamp Me �1���s" I.Mow aaY" II bowel Slates Geo,Hams Hams Ilaes 2300 Civic Center Place •NSMMeOrme iwe $1626 S1L5. 5311 $144 6/ SIS-II SIN1°I $(311 6) SI i.OHq •c.md Mma.a $fns $619 $412 S1441$ $1]9951 514V01 $132751 $I1,09901 Miramar, FL 33025 Tel#:(954)602-3274 I Email:ebsilva@miramarfl.gov Key Personnel: James Edison, Molly McKay,&Adrienne Teleki Project Dates: October 2015—October 2016 Link: http://www.miramarfl.gov/DocumentCenter/Home/View/5611 COMVREHEN5IVE Ems• RFQ2019-084-ND INNOVATIVE. 12 ___, TRUSTED. City of Miami Beach,FL City of Miami Beach City of Homestead, FL I Downtown Revitalization Fiscal and Economic Impact Analysis Willdan was retained to test the fiscal and economic impact of a series of proposed public-private redevelopment projects in Downtown Homestead. The City is leading the development of six anchor projects that will serve to revitalize the Downtown. • City Hall and Police Headquarters:New 83,000 square foot City Hall located in the historic downtown and is designed to accommodate Homestead's growing community for years to come.The new police headquarters was completed in December 2016. • Homestead Cybrary: A $14 million, 30,000 square foot "cyber-library" to include a wide range of content and experiential learning offerings to serve residents and visitors including a cafe „ '" ' and state-of-the-art "Virtual Reality" M r•—. (VR) programming designed by o ! w" ��i - ;1 � DreamWorks. 4 -' LF«ka •- • Losner Park: The proposed $10 million s� Master Plan for the 2-acre downtown - ' . 7.1: 0� ,. �ti` - `' park was prepared by Sasaki and ' r; , fty. i'; �. �,' *• Associates to expand its capacity to i a host outdoor movies and other ,. community events. ., Y . • Miami-Dade College Student Center. —t.:' ---,. . +PIIT-. _I /,` This 20,000 square foot student center ` is the result of a creative land swap . _ -- ._ r between the City of Homestead and '_ Miami-Dade College. Located in the historic downtown district of the City of Homestead,the center will serve Miami-Dade's 18-acre campus.The College offers academic programs that include entertainment technologies, nursing, arts and sciences, and the Eig-Watson School of Aviation.The Student Center is currently under construction with target completion in second quarter of 2017. • Family Entertainment Center and Multimodal Parking Garage: Approximately 105,000 square feet of commercial uses including a 10-screen cinema, 14-lane bowling alley and 40,000 square feet of in-line retail and a 1,000-car shared use parking garage. Together, these strategic redevelopment initiatives comprise more than $200 million of proposed public and private investment that will serve to improve the quality of life for City of Homestead residents and visitors by greatly enhancing the City's sense of place through state-of-the-art culture, leisure and recreation offerings fully supported by high quality public services and programs. Willdan also served as the City's New Markets Tax Credit advisor and successfully completed the first phase of NMTC funding to support development of the City's proposed Cybrary in March 2018. Client Contact: Gemma Torcivia, Economic Development Manager 100 Civic Court Homestead, FL 33030 Tel#: (305)224-4483 ( Email:gtorcivia@cityofhomestead.com Key Personnel: James Edison&Molly McKay Project Dates: June 2016—September 2016 /COMVRENEN SIVE. EmSI RFQ 2019-084-ND INNOVATIVE. 13 __; TRUSTED. City of Miami Beach,FL City of Miami Beach City of Lancaster,TX I Economic Development Strategic Plan ." Willdan was retained by the City of Lancaster's Department of :r Economic Development to formulate an Economic Development Strategic Plan including a review and prioritization of six pending = Master Plans. The objective of the plan is to create a growing tax base for the community of Lancaster through new business development,existing 1 it v. business retention and job creation,ensuring a financially sustainable " City government and enhancing the overall quality of life for the citizens of Lancaster. Target 1:Industrial Development: Willdan conducted a detailed demographic, economic and Target 2:Commercial Development real estate market analysis to evaluate the feasibility of new retail, industrial, hotel, office, and residential development Target 3:Retail&Entrepreneurial Development in the City and to benchmark existing conditions against the site selection requirements of each sectoral target. To achieve the City's economic development goals and Target 5:Recreation/Cultural Arts/Entertainment Development objectives, Willdan conducted stakeholder interviews with real estate developers,brokers,retail tenants and others to collect key data that would serve to inform the City's marketing and branding plan to retain and attract business investment activity in the City. The implementation plan provided detailed action items and milestones to: • Continue to Market Sites&Successes • Promote Pro-Growth/Pro-Business Culture • Collaborate with Regional Strategic Partners • Implement Incentives Program Enhancements(Land Bank/TIF) • Implement Marketing&Branding Plan Client Contact: Shane Shepard, Director of Economic Development Economic Development Department 211 N Henry Street, Lancaster,TX 75146 Tel#:(972)218-1300 I Email:mshepard@lancaster-tx.com Project Team: James Edison, Molly McKay&Adrienne Teleki Project Dates: June 2017—January 2019 COMPREHENSIVE. EmSI RFQ 2019-084-ND � INNOVATIVE 14 TRusTEo. City of Miami Beach,FL City of Miami Beach City of Fort Lauderdale, FL I Citywide Economic Development Strategic Action Plan The City of Fort Lauderdale's Sustainable Development Department retained Willdan to develop the City's Five-Year Economic Development Strategic Action Plan.Following substantial community outreach including more than 100 individual stakeholder interviews and 7 public meetings, the Project Team produced an Economic Profile Report; an Economic Development Issues Identification and Prioritization Analysis; and an Economic Benchmarking Assessment comparing key statistical trends in Fort Lauderdale to nine competitive cohort cities.To inform the policy recommendations resulting from the economic performance indicators, Willdan conducted substantial national case study research on best practices in transit-oriented development,business incubation/acceleration,and retail retention and recruitment. The results of these analyses directed the identification of 10 Economic Development Strategic Action Plan Initiatives related to entrepreneurial business development/job creation, retail recruitment and retention, small business loan funding, economic development placemaking marketing/branding public transportation/parking facility advocacy. Implementation of the EDSAP is guided by an organizational and institutional assessment, a detailed annual funding plan, and an "Annual Economic Development Benchmarking Dashboard" to track progress in achieving the Plan's targeted outcomes. •ice-.,r=r — x_ _ ti, = • ♦ �t �_• -` �►` '0°111 • •gid t-4. iI a. K C ._ ► - ...•1•111F - 'i .• ,+, Y' Client Contact: Jenni Morejon, Deputy Director Fort Lauderdale Downtown Development Authority 110 East Broward Blvd,Suite 1610 Fort Lauderdale, FL 33301 Tel#:(954)463-6574 I Email:ienni@ddaftl.org Project Team: James Edison, Molly McKay&Adrienne Teleki Project Dates: September 2013—January 2015 /COMPREHENSIVE. EmSI RFQ 2019-084-ND "�•-/�./� INNOVATIVE 15 rRusrEo. City of Miami Beach,FL City of Miami Beach City of Alameda,CA I Alameda Point Financial Analysis The City of Alameda hired Willdan to assist with a variety of tasks related to the planning and development of Alameda Point, a former naval air j ,r • _ station. The City took title to approximately 1,400 " rr ni acres of land and water from the Navy on June 4, ' ".. +- 2013.They began the process of preparing a master ,Li3! - development plan, master infrastructure plan, and ... .� ^` an Environmental Impact Report for the r'.q:�" �,•� ;�x development of Alameda Point and required assistance on a range of issues related to land • economics, including a fiscal impact analysis of the planned development, an infrastructure financing plan, and a feasibility analysis to estimate whether development could sustain the burden of infrastructure needed to rehabilitate the base. Currently Willdan is assisting the City with negotiations with developers of the first two parcels slated for development.The project team is also preparing the facilities financing plan and fiscal impact analyses. Willdan prepared a fiscal impact analysis examining the general fund revenues(such as property taxes, sales taxes, and a variety of general sources)and expenditures(such as public safety,maintenance,park services,and other items)that would be generated by the planned development at Alameda Point. Willdan prepared a model estimating the general overall impact,as well as a more detailed model examining an imagined phase 1.The effort included estimates of the assessed and market values of development, demographic forecasts, and estimated sales taxes generated by development. Willdan presented the analysis to the City Council at several public meetings. Willdan also prepared a conceptual infrastructure financing plan for Alameda Point.Willdan staff worked with the City and engineering staff to estimate phases of development and prepared an analysis of the infrastructure financing revenue that would be available.The analysis included estimates of developer equity, as well as financing sources such as assessments and special taxes. Finally, Willdan prepared a feasibility analysis that examined the burden of assessments and special taxes that would be required(based on the infrastructure financing plan)and estimated whether development would be able to bear the burden and what price the City could forecast for the land. Client Contact: Jennifer Ott,Chief Operating Officer—Alameda Point 2263 Santa Clara Avenue, Room 120, Alameda,CA 94501 Tel#:(510)747-4747 I Email:jott@alamedaca.gov Project Team: James Edison&Molly McKay Project Dates: October 2011—Ongoing COMPREHENSIVE. EmSI RFQ 16 ___.-� TRUSTED. City of Miami Beach,FL City of Miami Beach Experience The following is a representative listing of former and current Willdan clients.These project examples illustrate the Willdan Team's market analysis, redevelopment and reuse, and economic development financing experience required to successfully address the City of Miami Beach's Economic Development needs. Willdan Financial Services Economic Development Strategic Planning Willdan's key team personnel are highly experienced in formulating Economic Development Strategic Plans. Ms. McKay is an active member of the International Economic Development Council(IEDC)and is a Certified Economic Developer(CEcD) as of 2016. Ms. McKay also has completed IEDC's Economic Development Strategic Planning training course and is specifically qualified to provide the economic development consulting services sought by the City. A recent successful example of the provision of EDSP services is in the City of Miramar, Florida, where the Willdan project team prepared an EDSP for City's Department of Community and Economic Development.The City passed a resolution formally adopting the EDSP in October 2016 and is actively implementing the plan's economic policies and programs.This citywide effort required extensive public engagement, the preparation of an Economic Development Profile Report; as well as identification and recommendation of potential economic development incentive programs for business retention and recruitment that are applicable to targeted sub-areas. In addition, the team conducted research nationally in conjunction with the IEDC to provide best practices examples to develop the City's entrepreneurial development/business incubation program, a targeted industry growth strategy,and a retail redevelopment and recruitment strategy. These programs were developed based on the empirical results of an economic benchmarking assessment that will be used to measure the success of strategies and initiatives going forward. Finally,the Economic Development Action Plan includes an organizational and institutional assessment, staffing recommendations, and detailed multi-year funding recommendations to support plan implementation(grants and other alternative funding opportunities allocated to each of the plan's five-year implementation horizon). Recent examples of Willdan's Economic Development Strategic Planning experience are listed below: • Fort Lauderdale Economic Development Strategic Action Plan,City of Fort Lauderdale, FL • Miramar Economic Development Action Plan,City of Miramar, FL • Tamarac Economic Development Strategic Action Plan,City of Tamarac, FL • Roswell Old Municipal Airport Economic Development Plan, Roswell, NM • Lancaster Economic Development Strategic Action Plan,City of Lancaster,TX • Miramar Town Center Retail Assessment,City of Miramar Department of Planning&Economic Development, Miramar, FL • Miramar Historic Area Redevelopment & Infill Strategy, City of Miramar Department of Planning & Economic Development, Miramar, FL • East Garrison Project Financing and Implementation,County of Monterey,CA • Alameda Point Conceptual Financing Plan,Alameda Point Development Corporation,CA • Hunters Point Naval Shipyard, Lennar Corporation,San Francisco,CA • Mare Island Renegotiation,City of Vallejo,CA • Crossroads Redevelopment Area Market Analysis&Tax Increment Financing Feasibility Strategy,City of Omaha, NE • Belair Road Corridor Revitalization Market & Financial Feasibility Analysis, Baltimore Development Corporation, Baltimore, MD • Kalispell Core Area Market Analysis and Economic Development Strategic Plan, Kalispell, MT COMPREHENSIVE. EmS• RFQ 17 � TRUSTED. City of Miami Beach,FL City of Miami Beach Redevelopment Analysis and Strategy Drawing on its extensive experience in real estate economics, public/private partnerships, public finance, pro forma analysis, fiscal impact and service plan analysis, and economic planning and strategy, Willdan is uniquely positioned to provide the full range of services in support of redevelopment analysis and strategy. Because Willdan has a wide view of the economic,fiscal, and financial issues of real estate and economic development,Willdan can help the City stay ahead of issues and pitfalls and prevent them.Willdan can provide public clients with demographic, economic and market research in support of general plans, specific plans, and other policy initiatives. On the private, side, Willdan has advised clients on the planning process and assisted with preparing development applications and negotiations of land disposition agreements with municipalities. Recent examples of Willdan's Redevelopment Analysis and Strategy experience are listed below: • Miramar Town Center Retail Assessment,City of Miramar Department of Planning&Economic Development, Miramar, FL • Miramar Historic Area Redevelopment & Infill Strategy, City of Miramar Department of Planning & Economic Development, Miramar, FL • Crossroads Redevelopment Area Market Analysis&Tax Increment Financing Feasibility Strategy, City of Omaha, NE • Belair Road Corridor Revitalization Market & Financial Feasibility Analysis, Baltimore Development Corporation, Baltimore, MD • District of Columbia Parks and Recreation Master Plan Economic Analysis, District of Columbia Department of Parks and Recreation,Washington, DC • Kalispell Core Area Market Analysis and Economic Development Strategic Plan, Kalispell, MT • Downtown Austin Retail Revitalization Strategy, Downtown Austin Alliance,Austin,TX • East Garrison Project Financing and Implementation,County of Monterey, CA • Hunters Point Naval Shipyard, Lennar Corporation,San Francisco, CA • Mare Island Renegotiation, City of Vallejo,CA Real Estate Advisory Services and Market Analysis With broad experience in real estate development from both the public and private side, Willdan can advise the City on potential and proposed real estate projects from a range of vantage points. Willdan can assess financing structures and feasibility based on industry standard hurdle rates,assist the City in assessing the balance of costs and benefits of a project and the commitment of public resources(such as tax abatements, public property, public financing mechanisms, etc.),and provide guidance on site selection and public-sector risk. Willdan has conducted market analysis and feasibility studies for the full range of development projects, ranging from single-family homes to international resorts. Willdan's analysis takes a step beyond the traditional calculation of prices to understand economic and demographic trends,and how these will affect pricing and absorption in the short, medium, and long term. It is these trends that are key to understanding the financial feasibility and profitability of large-scale projects. Recent examples of Willdan's Real Estate Advisory Services and Market Analysis experience are listed below: • District of Columbia Comprehensive Housing Strategy Task Force, District of Columbia Deputy Mayor of Planning and Economic Development,Washington, DC • National Workforce Housing Policy Review, Downtown DC BID,Washington, DC • Property Consolidation Analysis, Niagara-Frontier Transportation Authority(NFTA), Buffalo, NY • Market Analysis for the DC Convention Center Strategic Development Plan, DC Office of the Deputy Mayor for Planning and Economic Development,Washington, DC • Germantown Station Transit Oriented Development Market Analysis, Maryland National Capital Park & Planning Commission, Montgomery County, MD COMVREMENSIVE. EmSI RFQ2019-084-ND INNOVATIVE. 18 TRUSTED City of Miami Beach,FL City of Miami Beach • CityMarket @ 0 Street Tax Increment Financing Application, Roadside Development LLC,Washington, DC • Market Analysis for the DC Convention Center Strategic Development Plan, DC Office of the Deputy Mayor for Planning and Economic Development,Washington, DC • Customer and Product Benchmarking Assessment, New York City Energy Efficiency Corporation, New York, NY • Senior Housing Market Analysis, Private Developer, Kalispell, MT Fiscal and Economic Impact Analysis Willdan has completed numerous assignments for public and private clients on the economic and fiscal impact of development projects. Services have ranged from very simple "back of the envelope" calculations to assist in the framing of negotiations or planning, to extensive modeling of fiscal impacts for specific and general plans. Similarly, Willdan's evaluation of economic impacts has ranged from calculating the generation of jobs from descriptions of proposed projects, to extensive modeling of direct and indirect impacts using commercially available modeling packages. Willdan also provides demographic and economic studies in connection with specific plans, general plans, master plans, and other efforts.Willdan has completed dozens of such assignments around the globe. Recent examples of Willdan's Fiscal and Economic Impact experience are listed below: • Waco Comprehensive Plan Fiscal Impact Analysis,Waco,TX • Homestead Downtown Revitalization Fiscal and Illy Economic Impact Analysis, City Downtown Fiscal Impact of Homestead, FL Monterey Downs Fiscal & Summary Analysis • Economic Impact Analysis, Monterey Downs, LLC • Napa Pipe Specific Plan Analysis, DOWNTOWN'S NEI Napa, CA RSCALIMPAC,F FY 201+' • Downtown has Los Gatos Business Park Fiscal & Downtown BID Area contributed significantly • DC Local Tax and Other Revenues S 794 to the city's strong Economic Impact Analysis, Los Estimated Fiscal Costs S 322 Gatos,CA Net Fiscal irrpact 3 472 fiscal performance. • Economic Consultant Services Golden mangle BID Area • Thianalysis will be for the Former Redevelopment DC Local Tax and Other Revenues S 391 s p Estimated Fiscal Costs S 119 updated upon release Project Areas, including Pro NetFiscallnpact S 272 of the adopted FY 2009 Forma Review&Analysis,City of Oakland, CA Total Downtown Area budget in June 2009 DC Local Tax and Other Revenues $1,185 • Alameda Point Conceptual Estimated Fiscal Costs S 441 Net Fiscal impact S 744 Financing Plan, Alameda Point Development Corporation, CA Downtown Revenue Share of Total DC Gross Local Revenue 236% Source'ERAAECOMbased onthe FY?010ProposedBudget • Metropolitan Washington of S5 03 billion in FY 2010 end Emanuel Plan end proportionate',TAW tom 2008 anelyas. Airports Authority 2012 Economic Impact Study, Metropolitan Washington Airports Authority,Washington, DC COMPREHENSIVE. Emsi RFQ2019-084-ND INNOVATIVE 19 TRUSTED City of Miami Beach, FL City of Miami Beach Pro Forma Analysis In addition to advisory work,Willdan has provided peer review and auditing of pro forma models in connection with public- private and private real estate negotiations for a wide range of projects, from small subdivisions, to base reuse projects. Willdan have also conducted pro forma modeling, building customized models from scratch to evaluate the financial feasibility of a proposed project,or provide a parallel analysis to independently verify results. Recent examples of Willdan's Pro Forma experience are listed below: • Economic Consultant Services for the Former Redevelopment Project Areas, including Pro Forma Review & Analysis, City of Oakland, CA • Village of South Nyack Economic Sustainability Plan,South Nyack/Rockland County, NY(Sub to VHB Engineering) Public Finance Willdan has been providing public finance advisory services for decades to both public and private clients.Willdan can assist at the very beginning of a project to understand the potential benefit of public finance and how such sources can be applied to the development process,either as front-end financing or takeout financing after development is underway. Willdan can provide a full range of public finance advisory services, from peer reviews to public facilities financing plans. Willdan has experience will the full range of public financing tools,including impact fees,special taxes and assessments,tax increment, and many others. Recent examples of Willdan's Public Finance experience are listed below: • Alameda Point Conceptual Financing Plan,Alameda Point Development Corporation, CA • Crossroads Redevelopment Area Market Analysis&Tax Increment Financing Feasibility Strategy, City of Omaha, NE Smart Cities/Renewable Energy Infrastructure Financing An example of Willdan's integrated service offerings at the intersection of economic development, redevelopment and reuse planning,and infrastructure finance include a range of consulting services to assist local and regional jurisdictions to achieve sustainability/renewable energy goals and objectives. Willdan Financial Services frequently collaborates with Willdan Energy Services to provide market, financial feasibility, fiscal and economic impact, and cost-benefit analysis to inform Energy Districts,Smart Cities,Smart Campuses and other local/regional master planning initiatives. Recent examples include Cost-Benefit Analyses for Community Choice Aggregation (CCA) Feasibility Studies. CCA is a program for local jurisdictions in California to procure electricity supply for, and develop energy resources to serve,jurisdictional customers. CCA programs are typically adopted to: increase use of renewable generation; exert control over rate setting; stimulate economic growth, and lower rates to generate funds to reinvest in renewable energy sources. Examples of recent Willdan Financial Services renewable energy market and financial feasibility studies include: • Cost-Benefit Analysis & Financing Plan: United States Trade & Development Agency/Middle Eastern Technical University(M ETU)Smart Campus Road Map,Ankara,Turkey • Cost-Benefit Analysis:San Diego County Community Choice Aggregation Feasibility Study • Cost-Benefit Analysis:California Central Coast Tri-County Region(Santa Barbara,San Luis Obispo,and Ventura Counties, CA)Community Choice Aggregation (CCA) Program Feasibility Study • Customer and Product Benchmarking Assessment, New York City Energy Efficiency Corporation (NYCEEC), New York, NY • Market Survey&Business Plan: Arlington County,Virginia Energy Efficiency Non-Governmental Organization Business Plan,VA. COMPREHENSIVE. E..\SI RFQ 2019-084-ND INNOVATIVE 20 TRUSTED City of Miami Beach,FL City of Miami Beach EMSI City of Dexter I Economic Development Strategic Plan. 2017 In conjunction with HWA Analytics and the Bonner Advisory Group, Emsi and team helped the City of Dexter realize its strategic economic development goals. The team assisted the city in the process of building consensus around a strategic vision and implementation plan to guide future economic development activities. Client Contact: Luke Bonner, Bonner Advisory Group I Mobile Tel#: (734)846-9746 Sandusky County Economic Development Corp I Economic Development Strategic Process. 2017 This project assisted in the process to build consensus around future economic development activities and provide, in the end, a published document that can be referred to over the next three to five years to assist in guiding the organization.As a partner in this project, Emsi assessed the workforce and benchmarked Sandusky against other communities using Emsi's proprietary database. Client Contact: Kim Hill, HWA Analytics I Mobile Tel#: (734) 355-1740 Clarksville-Montgomery County Economic Development Council I Comprehensive Labor Analysis. 2017 Emsi provided a comprehensive analysis of the City of Clarksville, Montgomery County, its labor shed area, and the surrounding ten county region. Ultimately, the EDC wanted to leverage its regional workforce to retain and recruit businesses, to enable business expansions and to encourage small business and entrepreneurial growth. A thorough understanding of the workforce enables the region to use its educational assets strategically to strengthen the workforce, and to identify viable branding and marketing strategies that will attract the industries and talent that offer the best opportunities for economic prosperity and sustainability. Client Contact: Marla W. Rye,Workforce Essentials, Inc. I Office Tel#: (931)905-3500 I Mobile Tel#: (931) 206-3783 Confederated Tribes of the Umatilla Indian Reservation I Comprehensive Economic Development Strategy. 2016 Emsi created a Comprehensive Economic Development Strategy that aligned with CTUIR economic development efforts— to provide economic opportunity for all CTUIR members; to provide resources to maintain the CTUIR and tribal lands forever; and to create diversified revenue sources for the CTUIR. Emsi conducted an industry cluster,supply chain gap, and retail gap analyses, as part of the plan, that identified opportunities that may be incorporated into future economic development endeavors.The socio-economic conditions, labor shed, and SWOT analyses provided insights that are helpful in implementing those plans that will build on the strengths of the CTUIR, work on its weaknesses, take advantage of its opportunities,and overcome the threats that will build an economically resilient community sustainable for its members. Client Contact: Ryan DeGrofft,Confederated Tribes of the Umatilla Indian Reservation I Office Tel#: (541)429-7478 Tennessee Valley Authority I The State of the New Automotive, Huntsville AL. 2017 Through a partnership with HWA Analytics and TVA, Emsi and team quantified Huntsville,Alabama's unique assets in labor force, knowledge base,educational institutions,and other labor related descriptors,and described how these assets fit into the developing Connected Automotive Vehicle-Electronic Vehicle (CAV-EV) sector. The analysis identified strengths in the labor market and also indicated skill gaps that the region can focus on filling. The team produced a "regional skills assessment" to identify key industry clusters in the area, determine what occupations are employed by these industries, and match these with the skillsets needed by the CAV-EV sector. Client Contact: Kim Hill, HWA Analytics I Mobile Tel#: (734) 355-1740 COMPREHENSIVE. Emsi RFQ 2019-084-ND INNOVATIVE 21 TRUSTED. City of Miami Beach, FL City of Miami Beach 2.2 Qualifications of the Proposer Team Willdan has assembled a senior level project team of subject matter experts possessing decades of experience, supporting both public and private clients across the United States to provide real estate market,financial,fiscal and economic analysis and economic development strategic planning services. Project team members are listed below. • James Edison,JD, MPP, Managing Principal,Willdan: Principal-in-Charge& Project Manager • Ms. Molly McKay, CEcD, MA, Principal Consultant,Willdan: Economic Development Strategist • Adrienne Teleki, MBA, Project Director,Willdan:Senior Mixed-Use Development Market Strategist • Alivia Metts, Economist, Emsi: Project Demographic, GIS and Workforce Analyst Mr. James Edison will serve in the capacity of Project Manager and Public Finance Expert, he will be responsible for work deliverables working closely with Ms. McKay to develop the analyses under the scope of services. Mr. Edison is an expert in serving as an intermediary between private developers and municipalities in the analysis, evaluation, planning and negotiation of real estate transactions, financing mechanisms, market studies, development agreements, environmental reports, and other agreements. A recent example is Mr. Edison's support of the Hunters Point Naval Shipyard redevelopment in San Francisco, CA. Mr. Edison was engaged by the Lennar Corporation to structure the infrastructure financing of the first phase of development at the former Hunters Point Naval Shipyard. A key requirement of the financing and the transaction between Lennar and the City and County of San Francisco was reimbursement of significant environmental remediation and characterization costs as part of the first bond issuance. Mr. Edison devised an allocation strategy to allow a share,a total of approximately $8 million, of environmental and other pre-development costs for the entire shipyard to be allocated to the bonds issued in connection with the first phase of development. With more than 25 years of professional consulting experience, Ms. Molly Project Dedication McKay,CEcD,will serve in the role of Economic Development Strategist and will work closely with the City and other project team members to ensure the The project team and resources Client Team's satisfaction. In this role, Ms. McKay will attend presentations included herein will be dedicated and workshops,and produce key elements of the analyses developed for the to the City of Miami Beach project City.As a Certified Economic Developer, and the Vice Chair of ULI-the Urban throughout the engagement. The Land Institute's national Redevelopment and Reuse product council, Ms. Willdan Team is dedicated to McKay has the requisite training and experience to formulate successful real realizing the City's vision to create estate redevelopment strategies supported by public financing tools. a resilient economy through a Ms. McKay has extensive experience serving both the public and private tactical approach of engaging all of development community in a range of redevelopment and reuse planning the Community's component parts efforts across all land uses (mixed-use, multifamily, office, retail/dining/entertainment, hotel, industrial, cultural/recreational) for and actors, from neighborhoods to small- and large-developers such as the Taubman Company, Forest City industries to residents; to enable Ratner Companies, Elvis Presley /CkX Enterprises, Eden Multifamily, and the community as a whole to fire others. on all cylinders. Ms. Adrienne Teleki, shall serve as the Senior Mixed-Use Development Market Strategist. Ms. Teleki has a strong track record in the successful execution of economic planning studies related to real estate development projects. Ms. Teleki is a former mixed-use residential developer(JPI and Jonathan Rose Companies); she will bring high value experience to the team when it comes negotiating with private developers and representing municipalities in public/private partnerships. Project experience includes downtown and suburban transit-oriented development, historic restoration/adaptive use, affordable and luxury multifamily residential development and energy efficient construction and associated funding programs. COMPREHENSIVE. Emsi RFQ2019-084-ND INNOVATIVE 22 TRUSTED City of Miami Beach, FL City of Miami Beach As previously stated in the cover letter,the Willdan project team is partnering with our colleagues at Emsi Labor Market Analytics. Together, the team has Team Proficiency worked together on a wide array of public and private projects throughout the United States. The team denoted within is currently teaming on an Ms. Alivia Metts, Director of Consulting and Economist, will serve as the engagement with the Isle of Project Demographic,GIS and Workforce Analyst and will provide custom data and input/output modeling via Emsi Labor Analytics Wight County, Virginia (www.economicmodeling.com). Alivia and Molly are currently teaming on an Department of Economic engagement with the Isle of Wight County, Virginia Department of Economic Development to evaluate the Development to evaluate the real estate market and financial feasibility of a real estate market and financial multi-use redevelopment project focused on food-related business incubators feasibility of a multi-use and workforce housing production. redevelopment project focused on food-related business incubators and workforce housing production. Organizational Chart The organizational chart below outlines the reporting relationship of the proposed engagement. City of Miami Beach James Edison, MPP Managing Principal Project Manager& Economic Development Expert Alivia Metts Adrienne Teleki, MBA Molly McKay, CEcD Director of Consulting Project Director Principal Consultant • &Economist Senior Mixed-Use Economic Development Emsi Labor l i Development Market Analyst Strategist Project Demographic and Workforce Analyst COMPREHENSIVE. EmSIRFQ 2019-084-ND INNOVATIVETRUSTED . 23 City of Miami Beach, FL City of Miami Beach Unique Experience and Resources Proven Success Willdan has demonstrated a successful record of achievement working with cities, towns, counties, and special districts throughout the United States, as well as abroad. As Willdan operates nationally, we possess unique experiences in numerous jurisdictions in dealing with multiple challenges. Furthermore, our ability to produce studies that accommodate various options and viewpoints ensures fair-minded and sensible projects. Community Investment Much of our success in developing successful programs and studies is due Community & Social to our experiences in meeting with citizen/stakeholder groups and elected Investment officials. Our ability to explain technical information in a concise, understandable manner is a fundamental reason for our high degree of Inspired and emboldened success. populations are what effectively drive a community forward. A recent example in the City of Tamarac we led SWOT town hall meetings to explain the purpose and plan for the agency,Willdan staff takes the time Plans and programs built to to Include and Educate the Community. empower that populace will have the best opportunity for Extensive Experience in Florida success. Social capital built The Willdan project team, and the Willdan Group as a whole, has worked throughout the project will extensively and successfully throughout the State of Florida, including in strengthen and solidify the Miramar, Fort Lauderdale,Tamarac, and Homestead. commitment to the success of Proven Professionals the plan and the overall The Team quality is often as important as the consulting firm's reputation. Vision of the Community. To this end, Willdan has selected a group of seasoned professionals that have worked together extensively together on dozens of projects throughout their fifteen-year history. Mr. James Edison Ms. Molly McKay, Ms. Adrienne Teleki, and Ms. Alivia Metts will serve the City of Miami Beach. Willdan is known for its personal, customized service. Our team will work with the City's professional staff to provide the long-term service that is your prime goal. The team presented within this proposal has worked collectively on numerous projects,such as the one requested by the City; an established work practice between the team members has been forged, this proven long-standing system has benefited our clients. The proposed project team have collectively completed more than 100 economic development and strategic planning analyses in 21 states and abroad in 15 countries in the Middle East, Africa, and the Caribbean; triggering more than $5 billion in economic development investment.Their professional skills are anchored by an educational foundation in applied economic analysis, commercial financing structures, urban planning, sustainable environmental management and cutting- edge economic policy tools. Ms. McKay, a Certified Economic Developer, is the Vice-Chair of ULI-the Urban Ms. McKay serves as the Land Institute's national Redevelopment& Reuse Council, is a 2016 graduate of Vice-Chair of the Urban Land ULI Washington's Regional Land Use Leadership Institute and is currently serving Institute's National on ULI Washington's Housing Impact Task Force. Redevelopment and Reuse Council Resumes Provided on the following pages are resumes for the project team. -- /COMPREHENSIVE. Emsi RFQ 2019-084-ND WINNOVATIVE 24 TRUSTED. City of Miami Beach,FL City of Miami Beach James Edison, JD, MPP Managing Principal Mr. Edison specializes in the nexus between public and private,with particular expertise in public- private partnerships, and the benefits of economic development to municipalities and state, provincial, regional and national governments. He has particularly deep expertise in land use economics with a specialty in finance and implementation, including fiscal impact and the public 111110. and private financing of infrastructure and development projects, both in the United States and internationally.He has worked for both public and private clients on the implementation of public- private transactions, providing market and fiscal analysis, finance strategies, and negotiation support. His public-sector experience includes local and regional economic impact studies, fiscal impact evaluations, new government formation strategies, and the creation of impact fees, Education assessments and special taxes to fund infrastructure and public facilities. Mr. Edison has furls Doctorate,Boalt Hall conducted numerous evaluations of the economic and fiscal impact of specific plans and consulted School of Law, University on a wide variety of land use planning topics related to community revitalization and the economic of California,Berkeley and fiscal impacts of development. He has evaluated markets for entire new towns as well as for Master of Public Policy, individual proposed residential, retail, entertainment, office, R&D, hotel and mixed-use projects Richard and Rhoda throughout the western United States and abroad. Goldman School of Public Policy,University of As a former bond attorney, Mr. Edison understands the legal underpinnings and technical California,Berkeley requirements of public financing instruments, and has advised both public and private clients on the use of individual instruments and the interaction between those instruments and the needs Bachelor of Arts,magna of developers and project finance. He has also conducted project feasibility studies for a wide cum laude,Harvard range of development,often in connection with community revitalization or expansion efforts.He University has conducted fiscal impact evaluations in a wide range of contexts, including specific plans, Professional individual development projects, community revitalization programs, annexations and Registrations government reorganizations. Member of State Bar, Project Experience California City of Miramar,FL—Economic Development Strategic Plan:Served as Principal-in-Charge for the Licensed Real Estate City's Economic Development Strategic Plan. This planning effort includes the preparation of a Broker,California baseline Economic Profile Report; as well as identification and recommendation of potential citywide economic development incentive programs for business retention and recruitment that Affiliations are applicable to three geographic sub-areas and citywide;a targeted industry growth strategy,a Council of Development cultural arts and historic district placemaking strategy; an implementation program and Finance Agencies "economic dashboard" of benchmarking metrics to measure the success of strategies and initiatives; and sources and uses of funding to support plan implementation (grants and other CFA Society of San alternative funding opportunities allocated to each of the plan's five-year implementation Francisco horizon). Congress for the New City of Fort Lauderdale, FL—Citywide Economic Development Strategic Plan: Mr. Edison served Urbanism in the role of Senior Public Incentives Advisor for the City's economic development strategic plan. This citywide Economic Development Strategic Plan includes an Economic Development Profile Urban Land Institute Report; as well as identification and recommendation of potential citywide economic Seaside Institute development incentive programs for business retention and recruitment that are applicable to six geographic sub-areas and citywide;an entrepreneurial development and empowerment strategy, International Economic a targeted industry growth strategy,and a retail recruitment strategy;an implementation program Development Council and "economic dashboard" benchmarking metrics to measure the success of strategies and initiatives; and sources and uses of funding to support plan implementation (grants and other 20 Years'Experience alternative funding opportunities allocated to each of the plan's five-year implementation horizon). WJCOMPREHENSIVE Ems• RFQ2019-084-ND j INNOVATIVE. 2S TRUSTED. Cit of Miami Beach,FL City of Miami Beach City of Kalispell, MT—Core Area Market Analysis& Economic Development Strategic Plan: Mr. Edison served in the role of senior advisor for this engagement. The objective of this project was 1. Edison to map out the redevelopment of the area,which is a regional center within the State of Montana, Resume Continued addressing the needs of the community while focusing upon achievable results. This project required considerable public outreach, as well as the development of a SWOT analysis. Alameda Point Development Corporation, CA—Alameda Point Conceptual Financing Plan: Mr. Edison is currently working for the Alameda Point Development Corporation on a number of assignments related to the financing of infrastructure at Alameda Point, the feasibility of development,the financing of services,fiscal impacts and mitigation, and selection of developers. Alameda Point is a former naval air station that was closed in 1997 and the City took title to the land on June 4, 2013. City of Waco, TX — Comprehensive Plan Fiscal Impact Analysis: Prepared a fiscal analysis that examined the implications of the City's most recent Comprehensive Plan. To test the fiscal sustainability of the Comprehensive Plan, Willdan formulated prototype developments that captured the fiscal implications of a number of development patterns.The analysis measured the fiscal costs (such as police services) and revenues (such as property taxes) generated by development, with a range of development variables including development type and geographically specific policies(such as residential tax abatements in targeted areas). City of New Haven, CT — Economic Impact Analysis: Mr. Edison served in the role of project manager for this engagement, which involved the redevelopment of the site of the former New Haven Coliseum. The project required building an economic impact model that included an estimate of the direct, indirect and induced impacts (employment and economic activity) of the project's construction and ongoing operations. Mr. Edison prepared a report and tables that documented the estimated impacts of the project, along with an explanation of each calculation and assumption. To wrap up the engagement, Mr. Edison presented the final report at a meeting with the Board of Aldermen. County of Monterey, CA — East Garrison Specific Plan Financing and Implementation: East Garrison, located on the easternmost portion of the former Fort Ord in Monterey County, consisted of approximately 1,400 residential units, including single family detached,town homes, apartments, and affordable housing, a town commercial center, and arts facilities. Mr. Edison assisted the developer and the County with a wide range of financing issues, including the availability and structuring of public finance, fiscal mitigation measures, economic impacts, the implementation of affordable housing, and the negotiation of business terms between the developer and the County. He also assisted the developer in negotiations with the Fort Ord Reuse Authority regarding the base wide capital improvement program and the structuring of the payment of impact fees generated by the development. County of Napa, CA — Napa Pipe Specific Plan Analysis: Mr. Edison evaluated infrastructure finance requirements for the Napa Pipe project in southern Napa County, consisting of approximately 500,000 square feet of commercial development, 3,000 residential units, and a hotel. An infrastructure financing strategy was provided that drew upon the resources of the project itself and other financing mechanisms such as special assessments. The fiscal and economic impact of the project on the County was analyzed, also prepared an urban decay analysis evaluating the impact on retail businesses in the City of Napa. Mr. Edison presented the findings to the County Board of Supervisors and Napa's City Council. County of Imperial, CA— Solar Farm Fiscal and Economic Analysis: Mr. Edison was engaged by the County of Imperial to evaluate the fiscal and economic impacts of a series of proposed solarvoltaic facilities(or"solar farms")on land near the Town of Calipatria in Imperial County. For each, Mr.Edison calculated the tax revenues and service expenditures accruing to the County from development of the project, and also estimated the economic impacts of the project using COMPREHENSIVE. E�11SI RFQ 2019-084-ND INVATIVE. 26 ___� TRUSTED NOCity of Miami Beach, FL City of Miami Beach IMPLAN, including the impact of the construction and ongoing operation of the solar farm, along with the negative impact of the removal of the project site from agricultural production. J. Edison Resume Continued Niagara Frontier Transportation Authority (NFTA), NY — Consolidation Study Adaptive Reuse Market Analysis & Cost-Benefit Analysis: Conducted a cost-benefit analysis of the potential relocation/disposition of seven properties owned and operated by the Niagara Frontier Transportation Authority. Identified operational benefits,cost savings and strategies for operating facilities along with procedures for implementing multiple consolidation scenarios. The analysis included assessments of historic transit-oriented redevelopment and reuse potential of the DL&W Terminal building, operating costs, fiscal and economic impact, and local real estate market conditions. City of Redding, CA—Oasis Towne Center Financing and Fiscal Analysis: Hired by the Levenson Development Company(LDC) to assist with an economic and fiscal impact study and a financing plan for the Oasis Towne Center; a retail development of approximately one million square feet in Redding, California. Mr. Edison advised LDC on how to structure the financing of the development to provide public benefits from the project and minimize the need for public resources. He prepared an economic and fiscal analysis and negotiated a series of service plans and fiscal mitigation measures with the City. Mr. Edison also prepared a financing plan for infrastructure needed not only for the immediate project but also for development within the entire Oasis Road Specific Plan area. County of Placer,CA—Bohemia Lumber Site,Fiscal Impact and Urban Decay Analysis:The County of Placer engaged Mr. Edison to examine the fiscal impact and potential urban decay effects from the development of the former Bohemia Lumber site into a retail center. He prepared the analysis and presented the results to the County Board of Supervisors. City of Salinas, CA — Salinas Downtown Revitalization Plan: Prepared a market study for the downtown area to identify opportunities for development. Advised the City of Salinas on fiscal impact issues and financing tools available to assist with construction and rehabilitation of infrastructure in the downtown. City of Vallejo, CA — Mare Island Renegotiation: The City of Vallejo had entered into a Development Agreement and other agreements with the Lennar Corporation in connection with the development of Mare Island, a former naval base that had been closed.After a portion of the development had been completed Lennar sought to renegotiate specific terms of its agreement with the City.The City engaged Mr. Edison to assist with this renegotiation, and provide analysis of market trends, negotiation support, and an in-depth analysis of the pro forma used by Lennar and the City as part of their agreement. Hunters Point Naval Shipyard,San Francisco,CA: Engaged by the Lennar Corporation to structure the infrastructure financing of the first phase of development at the former Hunters Point Naval Shipyard. A key requirement of the financing and the transaction between Lennar and the City and County of San Francisco was reimbursement of significant environmental remediation and characterization costs as part of the first bond issuance. Mr. Edison devised an allocation strategy to allow a share,a total of approximately$8 million,of environmental and other pre-development costs for the entire shipyard to be allocated to the bonds issued in connection with the first phase of development. coMPREHENSIVE. EmSi RFQ 2019-084-ND IN NOYATIVE 27 TRUSTED City of Miami Beach,FL City of Miami Beach am Molly McKay, CEcD, MA Principal Consultant Ms. McKay possesses more than 25 years of economic policy and planning experience providing ( consulting services to public and private clients. Ms. McKay frequently serves as an economic advisor to municipalities, investors and developers, engineering firms, nonprofit organizations, and others throughout project feasibility,financing and implementation. In this advisory role, Ms. McKay conducts research and scenarios testing to evaluate real estate market and economic conditions, measure the public costs and benefits of innovative financing and incentive mechanisms, and provide strategic real estate development planning support Education services related to inform economic development policy frameworks. She designs and develops Master of Arts(Honors), custom-built multivariate financial,fiscal and economic modeling tools, industry cluster analyses, International Politics& local and regional economic competitiveness benchmarking, project management plans, case Economics Fulbright studies, best practices, evaluation summaries, and project implementation, monitoring and Scholar, University of reporting plans. Exeter,Devon, UK Ms. McKay frequently serves government entities across all public service sectors including Bachelor of Arts(Honors), planning and economic development departments,utilities, housing authorities,transit agencies, University of Kansas airport authorities,and global development institutions.Recent research focuses on the following: Study Abroad:University • Placemaking strategies for Downtown revitalization of Law,Economics& • Disinvested retail redevelopment and reuse strategies Political Science,Aix- Marseille III,Aix-en- • Advanced manufacturing industry retention and expansion strategies and incentives Provence,France and the Guadalajara Language • Linking public arts districts with Complete Streets infrastructure investments Institute,Mexico • Successful public-private mixed income housing models Post-Graduate Studies: • Urban, suburban and rural business incubator/co-working facility operations and funding Real Estate Finance& models Investment,Johns Hopkins University Cary Business • Leveraging Transit-Oriented Development(TOD)to maximize economic development goals School, Washington,DC Before joining Willdan,she was a senior associate of the Economic Policy and Planning Practice of Accreditation AECOM Economics (formerly Economics Research Associates) from 2003 to 2012; a manager in Certified Economic the Real Estate Consulting and State & Local Tax Practices of Ernst&Young(1997 to 2002), and Developer(CEcD), program coordinator, ULI-the Urban Land Institute's International and Advisory Services(1995 to International Economic 1997) and the International City/County Management Association (ICMA) in Washington, DC Development Council (1992 to 1995). Ms. McKay is the Vice-Chair of ULI-the Urban Land Institute's national Certification in Social Redevelopment & Reuse Council, is a 2016 graduate of ULI Washington's Regional Land Use Science Research Leadership Institute and is currently serving on ULI Washington's Housing Impact Task Force. Methodology, University Project Experience of Exeter,Devon, UK City of Miami, FL — Miami 21 Economic Development Analysis: Served (formerly as a Senior Areas of Expertise Associate of Economics Research Associates in Washington, DC from 2002 to 2012)as a fiscal and economic analyst on the consulting team led by Duany Plater-Zyberk & Company (DPZ) to Economic Development formulate the Miami 21 plan (www.miami2l.org or https://www.dpz.com/Proiects/0425). As a Strategic Plans response to Miami's rapid growth, the City's Planning Department commissioned DPZ to Fiscal and Economic completely overhaul the zoning code and create a plan for the next century of development. Impact Analysis Conducted quadrant-level fiscal and economic analyses as part of the Miami 21 planning process Public/Private to test the potential impact of multiple density scenarios. In particular, Ms. McKay evaluated the Financing Plans potential impact of converting diminishing valuable industrial uses to other mixed-use/residential Infrastructure uses and identified Priority Development Areas, such as the now thriving Little Haiti/Wynwood Financing Plans Cultural Arts District(http://www.miami2l.org/PDFs/relatedefforts/wynwoodpda71306.pdf) �GOMPREHENSIVE. r • RFQ 2019-084-ND INNOVATIVE. 28 _.___, TRUSTED. City of Miami Beach,FL City of Miami Beach City of Tamarac, FL—Economic Development Strategic Plan: Served as Project Manager for the M. McKay City's Economic Development Strategic Plan (the Economic Development Element of the City's Resume Continued Comprehensive Plan). This planning effort was funded by the Florida Department of Economic Opportunity and includes the preparation of a baseline Data & Analysis Report; as well as Areas of Expertise identification and recommendation of potential citywide economic development incentive Tax Increment programs for business retention and recruitment that are applicable to five retail revitalization Financing District "Focus Areas" and citywide; a targeted business incubation strategy, formulation of a land bank Formation policy;establishment of a public realm improvements(Placemaking)fund;and an implementation Retail Redevelopment& program and "economic dashboard" of benchmarking metrics to measure the success of Reuse Strategies strategies and initiatives. The five-year plan envisions approximately $5 million of economic development investments supported by multiple sources of funding from the City's General Fund, Affiliations grants and other alternative funding opportunities allocated to each of the plan's five-year American Planning implementation horizon. Association City of Miramar, FL—Economic Development Action Plan:. Served as Project Manager for the Congress for New City's Economic Development Action Plan. This planning effort included the preparation of a Urbanism baseline Economic Profile Report;recommendations of potential citywide economic development incentive programs for business retention and recruitment that are applicable to three geographic International Economic sub-areas and citywide; a targeted industry growth strategy, a cultural arts and historic district Development Council (IEDC) placemaking strategy; an implementation program and "economic dashboard" of benchmarking metrics to measure the success of strategies and initiatives; and sources and uses of funding to ULI—the Urban support plan implementation (grants and other alternative funding opportunities allocated to Land Institute each of the plan's five-year implementation horizon). 25 Years'Experience City of Fort Lauderdale, FL — Economic Development Strategic Action Plan: Served as Project Manager for the City's Economic Development Strategic Action Plan(EDSAP).This citywide EDSAP includes an Economic Development Profile Report;as well as identification and recommendation of potential citywide economic development incentive programs for business retention and recruitment that are applicable to six geographic sub-areas and citywide; an entrepreneurial development and empowerment strategy, a targeted industry growth strategy, and a retail recruitment strategy; an implementation program and "economic dashboard" of benchmarking metrics to measure the success of strategies and initiatives; and sources and uses of funding to support plan implementation (grants and other alternative funding opportunities allocated to each of the plan's five-year implementation horizon). City of Lancaster,TX—Economic Development Strategic Plan:Served as the Project Manager for the City's Economic Development Strategic Plan. The project included conducting extensive stakeholder outreach, Economic Development (SWOT) Workshops, an Economic Profile Report; national and local case study research; a development constrains and opportunities assessment; TIF district formation; a community marketing and branding strategy; and an implementation plan. Niagara Frontier Transportation Authority(NFTA) Consolidation Study Adaptive Reuse Market Analysis & Cost-Benefit Analysis: Conducted a cost-benefit analysis of the potential relocation/disposition of seven properties owned and operated by the Niagara Frontier Transportation Authority.Identified operational benefits,cost savings and strategies for operating facilities along with procedures for implementing multiple consolidation scenarios. The analysis included assessments of historic transit-oriented redevelopment and reuse potential of the DL&W Terminal building, operating costs, fiscal and economic impact, and local real estate market conditions. CityMarket @ 0 Street TIF Application Support: Provided Tax Increment Financing (TIF) application support to Roadside Development LLC for a $250 million mixed-use adaptive reuse project in Washington, DC. The developer was awarded $34 million in TIF funding to construct underground parking and public amenities. The project included an urban format Giant grocery store, 182-room Cambria Suites hotel,and 400 units of market rate rental housing,followed by an 84-unit affordable senior housing building and 145-unit condominium. COMPRENENSIVE. EmSI RFQ 2019-084-ND INNOVATI ___, TRUSTED VE City of Miami Beach,FL 29 City of Miami Beach City of Arlington,VA—Clarendon Sector Plan Update Economic Analysis: Retained on behalf of M. McKay Arlington County Department of Planning, Housing and Community Development and HOK to Resume Continued conduct a market,financial feasibility,and fiscal and economic impact analysis to inform Arlington County's land use and zoning policies related to the development capacity of the neighborhood surrounding the Clarendon Metrorail station. Belair Road Corridor Comprehensive Market and Economic Development Plan:Served as Project Manager on a team with a deep cross-section of expertise in economic development, transportation, and urban design among other disciplines to implement recommendations from the Urban Land Institute Baltimore Regionalism Committee's Technical Assistance Panel related to the "Corridor Revitalization Framework Strategy for Belair Road" to provide market and financial feasibility analysis of: priority redevelopment nodes;priority redevelopment opportunity sites; linkages between nodes economic development strategies; and a sense of place/branding strategies that incorporate residential neighborhood conceptual design, streetscape and transportation strategies,and a range of public policy strategies.The study also evaluated existing public incentives as precursors to readiness for private sector development and made specific economic development plan implementation recommendations. City of Kalispell, MT — Core Area Market & Financial Feasibility Analysis — Kalispell, MT: Ms. McKay conducted a market, financial and fiscal impact analysis related to the Kalispell Core Area Tax Increment Financing District. The objective of redevelopment plan was to establish a TIF to fund the removal of existing freight rail line from the historic downtown Main Street area to a newly constructed rail-served industrial park.Ms.McKay produced a market and economic impact analysis to inform the final Implementation Plan and supported a wide range of public outreach efforts for a community located at the gateway to Glacier National Park. City of Columbia,SC—Central Midlands Intermodal Transportation Center Feasibility Study: On behalf of the Wendel Companies, Willdan is currently assessing the market potential for complementary uses to be included in conjunction with the development of the proposed Central Midlands Intermodal Transportation Center. Prepared demographic, economic and real estate market profile report; conducted stakeholder interviews with local and regional real estate developers, brokers, economic development entities,and civic/cultural representatives to inform recommended mixed-use TOD redevelopment scenarios to inform subsequent fiscal and economic impact analysis. Village of South Nyack/Rockland County, NY— Economic Sustainability Plan: Served as Project Manager and lead fiscal analyst on the preparation of an Economic Sustainability Plan to address the impact of the pending demolition and relocation of the Tappan Zee Bridge in the Hudson River Valley in New York. Provided key fiscal and economic analysis and implementation planning services to ensure the reversion of land by the New York Thruway Authority to the Village of South Nyack was redeveloped into a net tax positive asset for the community over the long term. The redevelopment plan includes 14 acres for public and private use, a shared use path with regional connectivity, a future Bus Rapid Transit station, and a commuter parking facility. COMPREHENSIVE. EmSI RFQ2019-084-ND INNOVATIVE 30 I TRUSTED City of Miami Beach,FL City of Miami Beach Adrienne Teleki, MBA Project Manager Ms. Teleki is an experienced real estate project manager possessing exceptional project 'e implementation skills and a commitment to urban development. She has a strong track record in " ., the successful execution of real estate development projects from site evaluation, feasibility and ++ r1t ' due diligence to predevelopment, construction, and lease up. Her project experience includes downtown and suburban transit-oriented development; historic restoration/adaptive use; affordable and luxury multifamily residential development and energy efficient construction and associated funding programs. Her prior background in urban planning, and as a program manager Education at The Urban Land Institute, brings a national perspective and wide range of experience to bear in Master of Business developing and evaluating land use strategies Administration, The Project Experience Wharton School, Ms. Teleki has substantial experience as a residential developer and market analyst. The University of Pennsylvania experience and knowledge gained through the following project developments make her an asset to the project team. Master of Planning, with City of Lancaster,TX—Economic Development Strategic Plan: Served as the Market Analyst for concentration in urban development, the City's Economic Development Strategic Plan. The project included conducting extensive University of Virginia stakeholder outreach, Economic Development (SWOT) Workshops, an Economic Profile Report; national and local case study research; development constrains and opportunities assessment; Bachelor of Arts, and an implementation plan. magna cum laude, Amherst College City of Columbia,SC—Central Midlands Intermodal Transportation Center Feasibility Study:On behalf of the Wendel Companies,Willdan assessed the market potential for complementary uses Affiliations to be included in conjunction with the development of the proposed Central Midlands Intermodal Urban Land Institute: Transportation Center. Prepared demographic, economic and real estate market profile report; Full Member conducted stakeholder interviews with local and regional real estate developers, brokers, (member/998-present) economic development entities, and civic/cultural representatives to inform recommended mixed-use TOD redevelopment scenarios to inform subsequent fiscal and economic impact ULI Westchester/ analysis. Fairfield District Council Board City of Tamarac, FL—Economic Development Strategic Action Plan: Served as the lead market analyst in the preparation of a detailed demographic,economic and real estate market analysis to ULI Westchester Fairfield evaluate the feasibility of new retail development in the City and to benchmark existing conditions Housing Task Force against the site selection requirements of retail tenants. Committee Member City of Fort Lauderdale, FL — Economic Development Strategic Action Plan: Served as market 21 Years'Experience analyst for the City's Economic Development Strategic Action Plan. This citywide Economic Development Strategic Action Plan includes an Economic Development Profile Report; as well as identification and recommendation of potential citywide economic development incentive programs for business retention and recruitment that are applicable to six geographic sub-areas and citywide; an entrepreneurial development and empowerment strategy, a targeted industry growth strategy, and a retail recruitment strategy; an implementation program and "economic dashboard" of benchmarking metrics to measure the success of strategies and initiatives; and sources and uses of funding to support plan implementation(grants and other alternative funding opportunities allocated to each of the plan's five-year implementation horizon). City of Miramar, FL— Economic Development Strategic Plan: This planning effort included the preparation of a baseline Economic Profile Report and market study;as well as identification and recommendation of potential citywide economic development incentive programs for business retention and recruitment that are applicable to three geographic sub-areas and citywide; a targeted industry growth strategy, a cultural arts and historic district placemaking strategy; an implementation program and "economic dashboard" of benchmarking metrics to measure the success of strategies and initiatives; and sources and uses of funding to support plan COMPREHENSIVE. EmSI RFQ2019-084-ND INNOVATIVE 31 TRUSTED City of Miami Beach, FL City of Miami Beach implementation(grants and other alternative funding opportunities allocated to each of the plan's five-year implementation horizon). A. Teleki Village of South Nyack/Rockland County, NY — Economic Sustainability Plan: Served as lead market analyst on the preparation of an Economic Sustainability Plan to address the impact of the Resume Continued pending demolition and relocation of the Tappan Zee Bridge in the Hudson River Valley in New York. Providing key fiscal and economic analysis and implemenation planning services to ensure the reversion of land by the New York Thruway Authority to the Village of South Nyack is redeveloped into a net tax positive asset for the community over the long term. The redevelopment plan includes 14 acres for public and private use, a shared use path with regional connectivity, a future Bus Rapid Transit station, and a commuter parking facility. Kalispell Elder Housing Market Analysis: Prepared a market analysis for a private developer to evaluate the feasibility of a 120-unit elder housing complex in Kalispell, Montana. Responsible for developing high quality market and economic analytics to inform the developer's evaluation of the feasibility of a $30 million residential development project. --/COMPREHENSIVE. Emsi RFQ 2019-084-ND WI INNOVATIVE 32 f TRUSTED City of Miami Beach, FL City of Miami Beach Alivia Metts Economist & Director of Consulting Alivia Metts is an Economist and the Director of Consulting with Emsi,with 16 years of experience in helping communities thrive. Her insightful economic and demographic analyses guide decision makers in economic and commercial development as well as transportation and environmental planning. Alivia has been with Emsi since November 2016 and has worked in both the public and ,111 private sectors. Most recently she served in the Idaho Department of Labor as the Regional Economist for the state's five most northern counties.There she focused on the special needs of communities and performed economic analysis across all industries for businesses,governments, Education and economic development agencies. She built a reputation as a trusted source for data on the Inland Northwest.Alivia was previously employed by the national consulting firm,HDR, Inc.,where Bachelor of Arts, she worked out of their Washington, Chicago and Alaska offices. Her projects ran the gamut from Economics, University of Michigan convening stakeholders and master planning urban centers to land use forecasting and transportation modeling. Associate of Business Project Experience with the State of Idaho Administration, Oakland Community College Market Feasibility Assessments. Developers, business owners, bankers and aspiring entrepreneurs leaned on the expertise of Ms. Metts to perform initial market feasibility analysis Areas of Expertise and assessment for potential projects. Assessments would include demographic analysis, Demographics potential target markets and projected industry employment. Economic Impact Ms. Metts also conducted numerous industry cluster analysis during her tenure as well as written Analysis comprehensive industry reports,including a statewide industry analysis on the Aerospace Industry Market Feasibility in Idaho. GIS Analytics Economic Impact Assessments. Alivia performed and prepared a variety of economic impact assessments through her tenure. 16 Years'Experience Housing Market Analysis. As a leading indicator, Alivia watched the housing market closely and enjoyed analyzing the state of the housing market as well as potential. Demographic Analysis. The demographic analysis conducted by Alivia was used in decision- making processes across the state. Labor Market Analysis and Delivery. Her analyses and breadth of knowledge has brought government, education and businesses together to address labor market challenges for the betterment of region as a whole. Relevant Project Experience with HDR Washington State Dept.of Transportation, On-Call Rail Services, WA. Prepared the Geiger Spur Transload Facility Feasibility Study in Spokane, WA. Her work included analyzing optimum site locations and outlined demand for service and potential users. Port of Kennewick, Wine Business Incubator Feasibility Study, WA. Developed a study to determine whether the development of a wine business incubator or other wine-related business ventures would be feasible to perform on Port-owned property. Walla Walla County, Walla Walla County Watershed Plan. Prepared the socio-economic, land use,and environmental justice(a detailed socio-economic analysis on disproportionately affected populations)sections of the EIS including a descriptive analysis on the agricultural industry. Washington State Dept. of Transportation, Arlington 67th Ave Phase III, WA. Conducted the Environmental Justice (a detailed socio-economic analysis on disproportionately affected populations) assessment for this EIS. Wilbur Smith Associates Inc.,Missoula Long Range Transportation Plan, Missoula, MT.Supplied research and background information to the project team and client. Involved in public involvement and planning needs. COMPREHENSI`/E Emsi RFQ 2019-084-ND INNOVATIVE 33 TRUSTED City of Miami Beach,FL TAB 3 Approach & Methodology . _ . 111 ,--..:-.:1-.` e' ,r 10 r i1 i 1r .'. -44 .F117-i �� A i. M 3, 1 1,6 ..410L.,1 `., 41.1c. .. 7 $ i F r ri City of Miami Beach Tab 3 — Approach & Methodology Project Understanding The Willdan Team understands that the City of Miami Beach Tourism, Cultural & Economic Development Department initiatives are focused on business assistance,attracting and supporting private capital investment and market research. Miami Beach is truly a major international entertainment and cultural destination, with more than half of 2017's 15.68 million visitors to Greater Miami and the Beaches choosing to stay in Miami Beach. From the world famous nightclubs of the 50's,to today's modern South Beach, Miami Beach has a rich history as a trend setting cultural center.A typical day on the Miami Beach Boardwalk includes interaction with visitors from more than 25 international markets from Latin America, Canada, Europe, Asia and throughout the United States. The City of Miami Beach's identity is intrinsically linked to the creativity,diversity,arts,entertainment,and(increasingly)entertainment/production communities. The Willdan Team understands that the City of Miami Beach's Cultural & Economic Development Department supports, maintains and develops quality programs to enhance the City's cultural institutions and infrastructure, as well as the City's cultural and tourist industries, while striving to provide year-round events, concerts, movies in the park, and theatre productions that enhance both the visitor's experience and the quality of life of our residents. City of Miami Beach Economic Development The Department was established to centralize the City's tourism and cultural initiatives and programs through the unification of the Economic Department Mission Development Office, Special Events Office, Film & Print Office, Art in Public To enhance the City's business Places, Cultural Arts Council, Bass Museum of Art, Miami Beach Convention environment and to promote the Center (MBCC), Fillmore Miami Beach at the Jackie Gleason Theater, Byron Carlyle and Colony Theaters. The Department also partners with the Miami overall image of the City's Beach Visitor and Convention Authority (VCA) and the Greater Miami commercial districts; identify and Convention and Visitors Bureau (GMCVB)to market and promote the City of implement strategies and programs Miami Beach as a destination. to expand, develop, recruit and retain businesses;attract and retain Since 2006, members of the Willdan Team have served real estate and investors with cutting-edge and economic development initiatives throughout the Southeast Florida region. timely business, workforce, Molly McKay(formerly a Senior Associate of Economics Research Associates planning,zoning,infrastructure and in Washington,DC from 2002 to 2012)served as a fiscal and economic analyst real estate analytics; and balance on the consulting team led by Duany Plater-Zyberk & Company (DPZ) to private sector needs with formulate the Miami 21 plan (www.miami21.org or neighborhood quality of life issues. https://www.d pz.com/Projects/0425). As a response to Miami's rapid growth, the City's Planning Department commissioned DPZ to completely overhaul the zoning code and create a plan for the next century of development.Taking on a holistic approach to urban policy and land use planning, the study, dubbed Miami 21, assumed a scope broader than that of a traditional master plan, ultimately providing the city with the largest-known application of a form-based code. Miami 21, (adopted in 2010), continues to transform the way the City of Miami manages zoning, economic development, transportation,historic preservation,parks and open space. Ms.McKay served the collaborative team,working closely with DPZ,the City of Miami, Goody Clancy, Gannett Fleming, The National Trust for Historic Preservation, and a wide array of citizen groups.As a result of this important planning engagement, Ms. McKay has intimate knowledge of the development constraints and opportunities of the City of Miami's vibrant and diverse neighborhoods, having conducted quadrant-level fiscal and economic analyses as part of the Miami2l planning process to test the potential impact of multiple density scenarios. In particular, Ms. McKay evaluated the potential impact of converting diminishing valuable industrial uses to other mixed-use/residential uses and identified Priority Development Areas,such as the now thriving Little Haiti/Wynwood Cultural Arts District(http://www.miami2l.org/PDFs/relatedefforts/wynwoodpda71306.pdf) Since joining Willdan as a Principal of the Washington, DC-based real estate and economic development practice in 2012, Ms. McKay has continued to serve redevelopment and reuse initiatives in South Florida, building a strong consulting team with deep roots in the Southeast Florida market. Examples of this recent local experience include undertaking economic /COMPREHENSIVE. EmSI RFQ 2019-084-ND INNOVATIVE. 34 •RusTEo. City of Miami Beach,FL City of Miami Beach development strategic planning and other market, financial, fiscal and economic, business incubation, and public-private financing engagements for the Cities of Fort Lauderdale,Tamarac, Homestead,and Miramar. The Willdan Team understands that the City of Miami Beach strives to make sound financial and economic decisions based on current economic data and to include current and anticipated market conditions. This also includes the need for development assistance,economic analysis to assist the City in advancing as a destination for tourists,businesses,and other quality of life issues for residents. In the course of carrying out its mission and goals,the City encounters a recurring need for independent economic analyses.This would be on an "as needed basis".Since these projects arise on a recurring basis and often are very time-sensitive,the City wishes to establish contracts with one or more responsible,pre-qualified firm(s) that possess the ability to successfully perform the needed services. The Willdan Team is highly experienced in providing similar on-call economic,financial,and market analysis services to cities and counties throughout the United States. Accordingly,the Willdan Team is prepared to provide the following consulting services: General Economic Development Services • Economic Development Strategic Plans • Target Industry Analysis • Benchmarking • Marketing Plans • Competitive Assessments • Prospect Identification • Asset-Based Economic Development • Economic Development Incentive Plans • Sustainable Development • Workforce Trend Analysis • SWOT Analyses • Economic Forecast Analysis • Cost Modeling • Talent and Business Attraction/Retention • Leadership and Organizational Modeling • Community and Stakeholder Communications and • Business Development Strategies Outreach Willdan Related Experience .c Y 9 C RI CO M N J y C CN C C Y C W Y C .� M N Project Experience Client a . ' E o ad ate+ t.l IJ . Q W m N o m e .O N M Y Y cur, UI C C . u C C N > E CC d u C 6 % m d W 'Al G LL c F- lL d . Alameda Point TIGER Grant Benefit Cost City of Alameda,CA Analysis Belair Road Corridor Revitalization Market Baltimore Development ♦ ♦ ♦ and Financial Feasibility Analysis Corporation,Baltimore, MD Central Midlands Council of Governments Central Midlands Council of Transit Oriented Development Market and Economic Analysis Governments,Columbia,SC Comprehensive Plan Fiscal Impact Analysis City of Waco,TX Crossroads Mall Redevelopment Master City of Omaha, NE Plan Market and Fiscal Impact Analysis Downtown Austin Retail Revitalization Downtown Austin Alliance, Strategy Austin,TX COMRREMENSIVE Emsi RFQ 2019-084-ND iNnovnrive 35 TRUSTED City of Miami Beach,FL City of Miami Beach Willdan Related Experience N coW t u Y C to N 2, y Co N u 2 C = C o/ o Y C v., N N Project Experience Client Y a a ;, W 2 E o « ` u Ts Q d N N p6 p g S u 1 ` W O o C a u C C u C ami v a O N N a x C .D t m I: o a w l Ir. L- ~ ii a s Economic Development Strategic Plan City of Tamarac, FL ♦ ♦ ♦ ♦ Economic Development Analysis: Miami 21 Duany Plater-Zyberk(DPZ)/City of ♦ ♦ ♦ Miami, FL Economic Consultant Services for Former City of Oakland,CA Redevelopment Project Areas Economic Development Plan for Old Municipal Airport City of Roswell, NM ♦ ♦ ♦ ♦ ♦ Economic Sustainability Plan Village of South Nyack, NY ♦ ♦ ♦ ♦ Fort Lauderdale Economic Development Strategic Action Plan City of Fort Lauderdale, FL Downtown Homestead Redevelopment District Fiscal and Economic Impact Analysis City of Homestead, FL Downtown Homestead Redevelopment District New Markets Tax Credit Application City of Homestead, FL ♦ ♦ ♦ ♦ Support Kalispell Core Area Market Analysis and Economic Development Strategic Plan City of Kalispell, MT Little Elm Annexation Fiscal and Economic Impact Analysis Town of Little Elm,TX ♦ ♦ ♦ Metropolitan Washington Airports Metropolitan Washington Airport Authority 2012 Economic Impact Study Authority, DC Miramar Economic Development Action Plan City of Miramar, FL ♦ ♦ ♦ ♦ ♦ Niagara-Frontier Transit Authority Niagara-Frontier Transit . Consolidation Cost Benefit Analysis Authority, Buffalo, NY O Street Market(Washington DC)Tax Increment Financial Application Roadside Development, LLC SW Transit City Square West Commuter Bus Terminal Project TIGER Benefit Cost City of Chaska, MN ♦ ♦ ♦ ♦ Analysis University of Ankara,Turkey United States Trade and Smart City Feasibility Study Development Agency COMVREHENSIVE. EImSI RFQ2019-084-ND Wif 1 NNOVATIVE 36 -pusTEo. City of Miami Beach, FL City of Miami Beach Approach to the Scope of Services The following section provides a sample Scope of Services for a Comprehensive Economic Development Strategic Plan including the Willdan Team's proposed plan and methodology. Project Approach The City of Miami Beach's wealth of assets place the City in position to vigorously compete with its peer cities across the nation, and around the globe,while leading the region as its economic center.The City is seeking direction to better utilize these assets to advance the future of the City's residents, businesses and non-profits and grow the City's tax base and economic wealth.The purpose of the Economic Development Strategy is to position the City on the path toward a resilient economy by casting the vision that the City and its public, private and institutional partners can coalesce around and act upon to drive investment and growth in the City.To accomplish this goal requires two equally important components. First, is to provide in-depth analysis of the City's economy, focusing on the identification of key opportunities and threats associated with the city's current economic advantages and long-term sustainability. Second,the Economic Development Strategy must transcend analysis and integrate each of the component parts in a comprehensive, integrated, focused plan that emphasizes implementable strategies for growing the City's economic base. The Existing Conditions: Economic Development Strategic Plan's final deliverable will be structured to Opportunities for provide a targeted focus on specific action steps, staff resource requirements, and funding sources for each implementation recommendation. While the Strategy will Enhanced Economic entail many elements, an Implementation Plan must be structured to effectively Inclusivity and increase the population of the City,the City's tax base and the wealth of its residents Shared Equity and businesses in an equitable manner. For many reasons, equity is a key requirement for the Strategy. The City of Miami Beach's Based on our experience, the Willdan Team incorporates ongoing implementation strong neighborhoods, support into our work plan over the first year of the Plan's execution. We will unique historic building provide ongoing monitoring and reporting support in preparing updates to the stock, and authentic sense of Economic Development Strategy's scorecard/dashboard and will conduct an annual place are leading review of progress against milestones one year after the plan's adoption. contributors to the City's success as a destination The Willdan Team offers a partnership and an extension of the Client Team's choice for Millennials; but precious staff resources while also holding the City of Miami Beach and other diminishing housing stakeholders accountable to ensure that the plan does not sit on a shelf collecting affordability threatens to dust. constrain future growth. Our team has the seasoned experience to fully understand that a plan is only as effective as the teeth of the implementation process and clearly defined commitments from the people who will ultimately be responsible for implementing the Plan. A plan is only as effective as the teeth in the implementation process. We have found that the secret to success in economic planning lies in leveraging community-based strategic partnerships to the maximum extent possible and maintaining clear accountabilities throughout the five-year implementation timeframe. Willdan has developed strong partnerships with regional real estate developers, investors, and economic development entities throughout the Southeast Florida region that would enable the team to hit the ground running, across a broad range of analytical and community engagement needs. The Willdan Team is very excited about the opportunity to share our experience, knowledge, and networks in economic development strategic planning.We offer highly skilled and unique resources and expertise that will enable the City to achieve the primary objective of engaging all your neighborhoods in achieving economic advancement and stability throughout the City via cutting edge policies and programs related to workforce housing construction, business incubation, creative workforce development partnerships, and other effective tactics that will continue to position the Miami Beach as an ever evolving"City of the Future" ready to meet the challenges of Twenty-First Century. COMPREHENSIVE. EII.■SI RFQ2019-084-ND We'I NNOVATI VF 37 TRUSTED. City of Miami Beach, FL City of Miami Beach As such,the Willdan Team will undertake the design of an Implementation Plan with specific metrics and a dashboard for each individual tactic and strategy therein. The completed report shall recommend goals for strengthening and boosting the City's economy with recommended strategies,tactics,guidelines,timelines,strategic partners,and funding sources for achieving the Strategy's key goals. Project Methodology & Approach The proposed scope of work for the Miami Beach Economic Development Strategy is a complex undertaking. The Willdan Team is uniquely qualified to manage the multidisciplinary resources requires to result in a community-driven implementation plan that balances market opportunities, limited public resources, and the need for broad community consensus. It is envisioned that the entire team will work in a collaborative manner,side by side with the City and staff to ensure that the Economic Development Strategy is undertaken with great care and respect for the Client Team's available staff resources. Mr. James Edison will serve as the Miami Beach Economic Development Strategy's prime contact, Project Manager, and daily point of contact for the Client. James will assume responsibility for completion of deliverables according to the expectations of the Client Team and the proposed work plan and timeline. To create a community buy-in for the proposed Economic Development Strategy,it is recommended that the project include a community visioning"Consensus Building Workshop",where the baseline economic Profile Report and SWOT findings will be presented and discussed in a public setting. Willdan will take the lead in planning and facilitating a strategic planning session including the Client Team and key community stakeholders/strategic partners that will involve breakout and interactive discussion about the proposed economic development strategies/initiatives. The strategic direction for the most disinvested Miami Beach neighborhoods would then evolve from a clearly defined vision with prioritized goals and measurable objectives,to achieve a better measure of equity for these residents and businesses. The Consensus Building Workshop will serve to inform a marketing and branding strategy to promote regionally-driven industry cluster-based opportunities that will be targeted to bring the prosperity aspirations of the City's stakeholders to fruition.This workshop will also serve to allow for input from strategic partners to ensure that the Economic Development Strategy is consistent with other relevant state,regional and local plans. Based on this meeting,Willdan will incorporate the Client Team and community input to assemble a compiled draft of the comprehensive Economic Development Strategy which will include a prioritized list of the top 10 Economic Development strategies/alternatives, fully supported by a recommended Implementation Plan for achieving the goals of each strategy, including: 1. What is the Strategic Plan's Vision Statement? Where do we want to be in the next 10 to 20 years? 2. What are the City of Miami Beach's key real estate market and economic development indicators needed to produce timely and cutting-edge data for prospective developers and investors? What are the key data sources and efficient systems to enable staff to undertake updates on an ongoing basis? 3. What are the Strategic Plan's key goals and strategies (ranked by priority for short-, mid-, and long-term implementation)? 4. What marketing practices and communications tools can be employed by City to achieve its economic development goals and objectives?What brand awareness programs can be implemented and what is the estimated cost over the next five years? 5. What are the expected outcomes of each strategy(qualitative and quantitative)? 6. Who is responsible for implementation of each strategy? Who are the City's key strategic partners required to successfully implement each strategy? What are these partners' roles, responsibilities and financial/other commitments? 7. What are the ongoing monitoring and reporting benchmarks required to measure the successful implementation of each strategy? What is the source of the data for these benchmarks? Who is responsible for collecting and analyzing the EDSP benchmarking data throughout plan implementation? /COMPREHE N SIVE. EmSI RFQ 2019-084-ND --^ INNOVATIVE. 38 TRUSTED. City of Miami Beach,FL City of Miami Beach The Economic Development Strategic Plan will include a detailed implementation program and economic development scorecard. The economic development strategic planning process will culminate in the compilation of research, analysis, input from officials,staff, business leaders,organizations and the regional community. Sample Work Plan Note that each proposed work plan would be tailored to meet the objective of individual task orders as they are issued by the City of Miami Beach. Task 1: Project Kick-Off, Coordination, and Management Objective: To design and execute an ongoing Project Management Plan to direct the Project Team's research, analysis, stakeholder outreach/community involvement, and client communications throughout the engagement. Outcomes/Deliverables: • Client Kick-off Meeting • Project Management Plan and Information Request Memorandum • Steering Committee Establishment • Monthly Progress Report Conference Calls • Internal Client Team Meeting: Interim Presentation of Preliminary Findings • Internal Client Team Meeting: Final Project Close Out Estimated Staff Hours: • 76 Hours Willdan's activities will be directed by a Project Management Plan ("PMP")to be developed in consultation with the Client Team Project Manager and other appropriate staff at the outset of the engagement. Upon receipt of the notice to proceed, the Project Team will schedule a kick-off meeting with City's Client Team representatives and other stakeholders.The Project Team will review project goals,existing documentation and resources, and the proposed deliverables schedule to inform the PMP that will direct the Project Team's research,analysis,stakeholder outreach, and client communications throughout the engagement. Willdan entirely agrees that for strategic economic development planning to be effective, the active involvement of government, private, and nonprofit sectors is critical at the Steering Committee level. Willdan will work with the Client Team to establish a Steering Committee to reflect the inclusive interests of the business community, educational institutions,faith-based entities, utilities,and civic groups. The Willdan Team understands that to be successful,the EDSP must actively integrate or leverage other regional planning efforts,including the use of other available federal funds, private sector resources,and state support which can advance a City's EDSP goals and objectives. The City is seeking an innovative approach to integrate other planning processes and plans from the City into the EDSP as to not duplicate efforts,taking into account the plans and efforts of entities.An important component of this process is the utilization of a City EDSP Steering Committee to be appointed to assist in this process. • City of Miami Beach Economic Development • Miami-Dade County Workshop Department • The State of Florida Department of Economic • City of Miami Beach Mayor and City Council Development • Miami-Dade County Planning Organization • Regional Economic Development Organizations • Greater Fort Lauderdale Alliance • Other representatives to be determined Willdan expects that the project initiation phase will include internal and external stakeholder interviews with the Client Team, and—as appropriate—the wider business, real estate development and investment community to collect data on real estate market trends and conditions. COMPREHENSIVE. EmSI RFQ 2019-084-ND INNOVATIVE. Miami Beach,FL 39 TRUSTED .._._..J . City of City of Miami Beach Accordingly, Willdan will work closely with the Steering Committee who will oversee the overall planning process. Additionally, the Committee will be tasked with identifying a comprehensive list of people who best reflect the City's diversity and interests as part of the stakeholder outreach process. Upon creation of the Steering Committee, Willdan will conduct an initial meeting with representatives of City and other governmental, private and nonprofit representatives will be held to finalize project scope, tasks, and schedules. First and foremost, this meeting will finalize expectations regarding final deliverables related to the assignment. The "product" or comprehensive economic development strategic plan will be structured to assist in organizing and accessing the resources required in implementing an effective economic development plan that will serve as strategy for future action.The plan will outline the rationale and approach to an economic development strategy for City, by providing a framework for action that will support economic prosperity and long-term fiscal competitiveness. Task 2: Economic Profile Report Objective: Perform a series of economic development assessments to evaluate existing market conditions(business sectors;demographics;psychographics)and opportunities. Outputs/Deliverables: ■ Baseline Economic Profile Report: o Demographic and Economic Overview o Economic Performance Assessment o Quality of Life Assessment o Real Estate Market Overview o Economic Development Policy Context o Physical Conditions Assessment o Environmental Baseline Analysis Report o Infrastructure Capacity Assessment Report Estimated Staff Hours: • 93 Hours The Willdan Team, with data and analysis support provided by EMS' Labor Analytics, will research and analyze existing demographic and socioeconomic data, labor force characteristics, and other key economic data to prepare an Economic Profile Report. The analysis will include key demographic trends and forecasts related to social factors, economic factors and financial indicators for inclusion into the strategic plan.This task will specifically include preparation of a market study of the real estate trends related to office,industrial, residential,and retail/dining/entertainment trends. The economic development assessments will include a consolidated overview of constraints and opportunities and current and future trends related to the following: • Demographic and Economic Overview: The Willdan Team, led by Emsi Labor Analytics, will prepare a baseline demographic and economic profile that analyzes the City and its economic relationships to Miami-Dade County and the greater Southern Florida region.The purpose of this analysis is to better understand the City's economy within the context of the larger regional economy in to identify unique opportunities for economic growth and diversification.The profile will evaluate aspects of the current economy and forecast trends for the short-term (5 years) for variables including, but not limited to: demographic and lifestyle characteristics (population segmentation by age, income and race), poverty rates, unemployment, education levels, housing characteristics, labor force characteristics, industries,workforce, number and types of businesses, employment by sector, annual payroll,and taxable sales. • Economic Performance Assessment: Emerging or declining clusters or industry sectors—and their past, present, and projected impacts on the City's competitive advantages and ability to build capacity for economic development;relationship of an area's economy to that of a larger City or state(including global perspective),with particular regard to local advantages or disadvantages; factors that directly affect economic performance in the -ND&/ . RFQ 2019-084 CNOMPVRAETHIVEENSIVEEmsiao TRUSTEDClty of OneOGh, City of Miami Beach area such as workforce issues; innovation assets; industry supply chains; state and local laws;financial resources; transportation systems;energy costs; business,personal,and property taxes; bonding capacity;land use patterns. • Quality of Life Assessment: The assessment will include other "Quality of Life" factors that relate to economic performance in an area such as housing; health services; educational, cultural and recreational resources; and public safety. • Real Estate Market Overview: Based on the results of the industry cluster analysis, Willdan will evaluate the viability of existing and future industrial/other commercial development in the regional market area based on review of published data and interviews with local developers and brokers. The primary market research will include trends data related to office,flex, manufacturing/warehouse,residential,and retail/dining/entertainment uses for a range of business sectors, including, but not limited to: vacancy, sales/lease prices per square foot, prevailing construction costs, space user characteristics, transportation access requirements, emerging/declining sector trends,and pipeline projects(planned/under construction).The analysis will rely heavily on primary market research and input from local stakeholders and others via an industrial broker roundtable exercise. Based on the results of this primary research and analysis, Willdan will prepare a summary of target sectors/businesses/development types to attract to the City. • Economic Development Policy Context: Based on input from the Client Team, Willdan will assess the City's past and current economic development department organizational and institutional structures, business expansion and retention policies/programs, marketing budget and efforts (including targeted industries), and other policies and programs to ensure no duplication of efforts and maximum integration with existing regional networks and financial resources. The Willdan Team acknowledges that the EDSP should be a vehicle for promoting integration between economic development and other regional plans (including other federally-funded plans), which could include, but not be limited to sustainability, transportation, economic development, land use, housing, environmental protection, natural resource management and development, workforce development, regional hazard mitigation, plan, disaster resilience, or others. In addition, the research should include a review of the long-term trends of the area to gain a more complete understanding of how the City's current economic situation has been shaped over time by national and global forces. Task 3: Public Outreach & SWOT Workshops Objective: To engage community stakeholders in economic development strategic plan alternatives through a documented SWOT process and build community consensus and buy-in to the final Strategic Plan. Outputs/Deliverables: • Summary of Existing Economic Development Plans, Policies&Programs • Community Pop Up Event&SWOT Workshops • Prioritization of Economic Development Activities and Goals • SWOT Memorandum of Findings (One-page summary and detailed report including Demographic & Economic Analysis) Estimated Staff Hours: • 80 Hours Following the completion of the economic assessment,Willdan will facilitate a series of public outreach events,stakeholder roundtables, and focus groups to gather research that will inform two formal Strengths, Weaknesses, Opportunities and Threats(SWOT)Workshops with the Steering Committee.This public outreach mechanism will be structured to 1) engage the community and 2) investigate a full range of economic development strategies that may serve as the best growth opportunities for the City. • Event #1: Community Pop Up Event: The Community Workshop events will be kicked off by an initial outdoor //"Community Pop Up Event" showcasing the City's economic strengths (restaurants, artists, start-up activity, A(COMVREHENSIVE. EmSI RFQ 2019-084-ND INNOVATVE. 41 1 TRUSTED. City of Miami Beach,FL City of Miami Beach independent businesses, etc.). This event will be held at a highly visible location on a weekend to foster broad- based neighborhood participation. The community building Pop Up Event will include a community-based asset mapping exercise using large maps of the City's key opportunity areas and "I WISH" stickers that will be provided to all participants through an informal, broad-based visioning exercise. The event will include a survey of participants to poll them on the preferred day, time and location of subsequent Community Workshop events (SWOTS). • Community SWOT Events#2:The results of the Community Pop Up Event will be revealed at the following two formal EDSP Community Workshops to be held at locations to be determined with input from the Client Team. Willdan staff will manage the meetings, collecting feedback from the public participants to be compiled in a summary memorandum of findings at the completion of each meeting. Prioritization of activities and goals • Business Retention/Expansion Focus Group/Roundtable SWOT Event #4: Willdan will convene an internal industrial business retention/expansion roundtable or focus group of key stakeholders and regional strategic partners to examine impediments to growth and business retention/expansion/attraction including,but not limited to existing legal and regulatory impediments to redevelopment activity (i.e., planning code, zoning, etc.) for the City of Miami Beach as a whole. The SWOT analysis will focus on testing the economic resiliency of the City.Specifically,what factors and/or elements are in place(or need to be put in place)to ensure the long-term success,viability,and durability of the regional economy? Willdan will conduct a stakeholder workshop with select groups/individuals to evaluate the perceived SWOT according to the issues outlined in the Economic Development Strategic Plan Scope of Services.These topics include,but are not limited to,to following: • Review of Existing Economic Development Plans Programs&Policies: o Core Programs — Smart Works and CDBG funded Economic Development programs (including an evaluation of program outcomes). o Quality of Life—regional amenities and the education/workforce environment. o Business Climate—incentives;regulatory environment;partnerships;and small business programming. o Infrastructure—capital improvement planning; mobility(roads and public transportation). o Redevelopment/Infill Development—land use regulations/development regulations. o Marketing—media outlets;public information. • Local,Regional&National Case Study Examples&Benchmarking Discussion: o Group review and discussion of case study research on innovative strategies that are driving economic growth in similar urban areas within the context of the City's identified economic development programmatic goals to include three to five case studies related to topics identified by the Steering Committee. The review will specifically include a review of existing programs to measure how effective these programs have been and to benchmark these programs against similar programs in other urban counties to obtain an unbiased view of programmatic successes and shortcomings. • Business Attraction and Retention Strategies: o How can the City best leverage existing regional business clusters(advanced manufacturing,warehousing and logistics,agriculture,tourism, retail and commerce)to attract more businesses? • Marketing and Communications Data Collection: o Review prior and current marketing and communications initiatives o Review prior and current communication strategies,targeted audiences and communications channels o Research variety of social and traditional media communications opportunities o Assess current perception among all targeted audiences o Gain a comprehensive understanding of the City's economic development opportunities ♦. '"MOVAT VESIVE. Emsi RFQ 2019-084-ND 42 __� TRUSTED City of Miami Beach,FL City of Miami Beach o Identify target audiences for communications strategies,tools and tactics • Positioning statement about of uniqueness and how to build brand/direction around it (not a specific tagline or logo, but guidance towards the branding direction). The SWOT workshop may be organized by geographic area or by topic,to be determined with input from the Client Team. Wilidan staff will manage the meetings, collecting feedback from the public participants to be compiled in a summary memorandum of findings at the completion of each meeting. This deliverable will require meetings with community stakeholders, including but not limited to the City Development Board, Steering Committee, neighbors, property owners/developers, business owners, and City staff. These conversations are critical to gathering stakeholder input to review the Economic Development Strategic Plan initiatives,with the ultimate goal being to develop an implementation plan to guide future efforts. Task 4: Draft Strategic Plan Consensus Building Workshop Objective: To create community buy-in for the proposed Economic Development Strategic Plan through a community visioning workshop where the baseline economic Profile Report and SWOT findings will be presented and discussed in a public setting. Outputs/Deliverables: • Draft Comprehensive Economic Development Strategic Plan • Strategic Plan Consensus Building Workshops Estimated Staff Hours: ■ 58 Hours Wilidan will plan and facilitate a strategic planning session including the Steering Committee and Community Stakeholders that will involve breakout and interactive discussion about the proposed economic development strategies/initiatives. The strategic direction and corresponding action plan contained within the EDSP are the heart and soul of the document. They should answer the questions "Where do we want to go?" and "How are we going to get there?" by leveraging the analysis undertaken in the SWOT. The strategic direction and associated action plan should logically flow from the critical internal and external factors that speak to the region's assets and limitations and its role in capacity building.The strategic direction should evolve from a clearly defined vision with prioritized goals and measurable objectives. A successful action plan should then focus on those regionally-driven strategic priorities that will be undertaken to bring the prosperity aspirations of the City's stakeholders to fruition. The Plan will be consistent with other relevant state, regional and local plans. The purpose of the planning session will be to solicit input on the draft version of a customized, locally based economic development strategy setting forth goals and objectives for capitalizing on the opportunities and solving the area's economic development challenges,including suggested activities,projects and programs to implement objectives and goals set forth in the strategy,to include but not limited to: • Economic Resilience Benchmarking Assessment(Strengths/Opportunities &Weaknesses/Threats) • Industry Cluster Targets • City Marketing& Branding Recommendations • Public Infrastructure Investment Strategy& Funding Plan Based on this meeting, Willdan will provide a summary report to be used in compiling the final comprehensive economic development plan.A final meeting will be held with the Steering Committee to review the summary report. Willdan will then use the resulting analysis to provide the Steering Committee with a draft copy of the comprehensive economic development plan which will include: • Strategies and initiatives for development to include suggested projects to implement objectives and goals; • Funding sources; IN ovonvES'V Emsi RFQ 2019-084-ND 43 TRUSTED. City of Miami Beach, FL City of Miami Beach • Estimation of time frames on initiatives;and • Performance measures that will be used to evaluate whether and to what extent goals and objectives have been or are being met. Following review of the draft and subsequent changes, Willdan will finalize the plan and present copies to the Steering Committee for distribution. Ultimately, this plan will be structured to create jobs and foster a more sustainable and diversified community along with economy that will focus on a broad array of manufacturing, service, and transportation related industries. The EDSP will serve as a mechanism for coordinating the efforts of individuals, organizations, private industry, and local governments concerned with the City's economic development.Additionally,the final plan will offer guidance on how the City can promote and "brand"itself regionally,nationally,and even internationally. Willdan will provide a prioritization list that has up to 10 Economic Development Strategic Plan strategies/alternatives,fully supported by a recommended Implementation Plan for achieving the goals of each strategy. This EDSP will provide the foundation for the City's action steps for the next three to ten years. Developing a plan that will be acceptable to a majority of stakeholders,and that will provide unified direction is a critical component of this deliverable. The Economic Development Strategic Plan will include a detailed implementation program and economic development scorecard. The economic development strategic planning process will culminate in the compilation of research, analysis, input from officials, staff, business leaders, organizations and the regional community into a consolidated draft strategic plan to include the following elements: • Economic Development Program & Policy Recommendations: Based on the results of the SWOT, recommendations on refinements to existing economic development programs and policies to maximize public return on investment. • Public Incentives Toolkit:The recommendations will define the City's role in offering assistance to small businesses such as funding sources to support entrepreneurial and small business growth and identification of technology infrastructure enhancements that can provide businesses with a competitive edge in the areas of business recruitment, retention and expansion. o Identify local incentive programs that will help retain and attract new job growth in targeted industries. o Provide innovative alternatives for the retention and attraction of businesses and associated quality employment opportunities. o Identify special incentives for businesses locating within the City. o Recommend economic development financing tools such as tax credits, tax increment financing, planning/zoning regulatory relief, regional/state funding partners, corporate/institutional partnerships, and other tools to be determined through in-depth, primary research and engagement of the state/regional/local community. o Identify economic incentives that foster healthy investment and development in all areas of the City. o Provide recommendations on how to best structure programs and efforts to address economic needs. • Land Use&Infrastructure Recommendations:The plan will identify changes in land use and/or zoning that could facilitate achievement of the desired economic development objectives in relationship to the identified targeted industries and potential locations, especially with respect to: o Supportive land use regulations for development/redevelopment activity. o Strategies to reduce vacancies in the retail,industrial and tourism sectors. o Approaches to create a more viable and competitive business incubation environment. o Public investment in targeted infrastructure improvements to attract private investment. • Business Recruitment and Attraction Strategies: How can the City best leverage the regions existing business clusters to attract more businesses? WCOMPRENENSIVE. E1175I RFQ 2019-084-ND 44 INNOVATIVE /� ___� TRUSTED. City of Miami Beach,FL City of Miami Beach • Community Marketing/Brand Awareness Strategies: The Project Team will work collaboratively with City and other designated stakeholders to define the brand that Miami Beach will convey, develop messaging and identify communications tools to inform and influence site selection decision makers and consultants to attract targeted real estate investment. o Review prior and current branding initiatives including social and traditional media outlets/communications channels(website, brochures,and other communication vehicles) o Assess current perception among previously targeted audiences o Research variety of social and traditional media communications opportunities o Identify target audiences for communications strategies,tools and tactics including b-to-b and b-to-c o Define and target Miami Beach's economic development opportunities through enhanced community branding (Placemaking popup events, ULI Miami/Southeast Florida District Council tours and panels, and other tactics to be determined in consultation with the Client Team) o Incorporate targeted economic development messaging on City's website to inform and engage real estate development and investment decision makers and national industrial site selection consultants. • Implementation Dashboard:The plan will include an implementation matrix that defines short-term(one to three years), mid-term (three to five years) and long-term (five-plus years) goals, objectives and strategies as well as performance metrics. Performance metrics include: o Target deadlines for completion; o Sources and uses of funding;and o Institutional and organizational framework(primary organization/agency responsible and key partners that can assist in carrying out the strategy). • Economic Development Strategic Plan Dashboard Performance Metrics: The plan will recommend measurable criteria based on readily available data that the City can use to track and report on its progress in achieving its economic development goals,for example: o Office/retail occupancy rate; o Office/retail average lease rate per square foot; o Greater tax base diversification (taxes by type); o Amount of new business investment; o Number of new businesses formed/attracted within the City; o Number of jobs resulting from new business formation and attraction; o Number of companies assisted(start-ups);and o Net new population over 25 with a Bachelor's degree or higher. Within 45 days prior to the completion of the project,the Project Team will provide drafts of all plan documents for review and comment by the Client Team. Will also include any recommendations for updating or changes to existing land use or zoning that may be presently inconsistent with these economic development strategy options. Willdan is skilled in developing high-quality, visual documentation of these strategy options as a critical component in supporting decision-making and developing a unified direction through community conversations. lAierCOMPREHENSIVE. EmSI RFQ2019-084-ND INNOVATIVE. 45 RUSTED. City of Miami Beach,FL City of Miami Beach Task 5: Final Economic Development Strategic Plan and Presentation Objective: To produce a substantive and comprehensive final report of work performed under the proposed scope of work and conduct a capstone Work Session with the City of Miami Beach and other stakeholders. Outputs/Deliverables: Compiled Comprehensive Economic Development Strategic Plan Willdan will present the draft EDSP to the City of Miami Beach, and other applicable advisory boards.The team will attend two sets of public meetings and/or study sessions to be determined in coordination with staff. The plan shall include the following: • A comprehensive Mission Statement and core set of values for the Economic Development Strategic Plan; • A summary of the relevant City and regional plans and initiatives that were referenced during the preparation of the plan; • The list of stakeholders; • Summaries of the SWOT analyses; • Summary Demographic and Economic Overview; • Economic Development Assessments Report; • Summary of Economic Development Strategic Plan Initiatives; • Economic Development Implementation Plan(including the ongoing reporting/monitoring Economic Development Dashboard); • Final,written report with appropriate graphics,maps and formatting; • Ten copies (nine copies and one original) of the final report (Adobe Acrobat readable copies of all documents submitted on a flash drive device); • Source files for all documents in Microsoft Word and Excel;and • Final Report Presentation Work Session with the staff/Steering Committee and PowerPoint document. Estimated Staff Hours: • 123 Hours Willdan will prepare and deliver to the City a substantive and comprehensive final report of the work performed under the proposed scope of work("Final Report").The Final Report will be organized according to the above tasks and will include each deliverable and document provided. Each scope task will form separate chapters within the Final Report.This report will provide a clear, high level road map of concrete recommendations,along with clear accountabilities. It will be informed by both rigorous analysis, smart growth best practices, and engaging key stakeholders both within the City and across the broader development and investment community. We will present,document,and address methodologies and findings during a final project presentation and capstone Work Session with the appropriate the personnel and other internal and/or public stakeholders to be identified in consultation with the City. Subsequent to the final presentation, Willdan will update and revise the final document per direction from the Work Session.A final approved document including a PDF version will be provided to City at the conclusion of these meetings and upon acceptance of the final deliverable by City. The Final Report will encompass findings from the analyses described in the preceding scope of work,in a substantive and comprehensive manner,and will include an Executive Summary and each corresponding deliverable. COMPREHENSIVE. EmsiRFQ 2019-084-ND INNOVATIVE. 46 TRUSTED. City of Miami Beach,FL City of Miami Beach Understanding of Methods, Analysis and Best Practices As outlined in Task 1,the project team will utilize a detailed Project Management Plan from the outset of the engagement to manage and control each proposed activity, deliverable deadline, as well as client and stakeholder engagement and quality control. Willdan will meet with staff to enhance our understanding of project objectives, review project timelines, and seek assistance in identifying the best information sources to obtain the necessary inputs to evaluate the economic development potential of the region.The Project Management Plan will serve as a valuable resource throughout this engagement. The project manager,James Edison,will serve as the primary point of contact.To ensure that project delivery holds to the timeline proposed herein, Mr. Edison will hold monthly progress report conference calls with the project team and provide oversight on the management and administrative processes. These discussions will ensure that appropriate levels of attention are given so that work is properly performed and that milestones are met on a timely basis as proposed. Client Responsibilities Willdan will rely on the validity and accuracy of City's data and documentation to complete our analysis. Willdan will rely on the data as being accurate without performing an independent verification of accuracy, and that Willdan will not be responsible for any errors that result from inaccurate data provided by the client. Furthermore, the City shall reimburse Willdan for any costs incurred, including without limitation,copying costs,digitizing costs,travel expenses,employee time and attorneys'fees,to respond to the legal process of any governmental agency relating to City or relating to this particular project. Reimbursement shall be at Willdan's rates in effect at the time of such response. /COMPREHENSIVE. Ems• RFQ 2019-084-ND - INNOVATIVE. 47 - J TRUSTED. City of Miami Beach,FL City of Miami Beach Project Controls Project Management Approach At Willdan,we utilize a Project Management Process/Approach that ensures projects are completed on time,within budget and most importantly yield results that match our clients'expectations.We will document discussions leading to important policy decisions and/or the choice of critical assumptions used in constructing the analysis and model. It will be important to the overall success of the project to ensure that work progresses according to the timeline that is agreed to during the project kick-off call. We will also schedule and conduct conference calls necessary to review project progress, and address changes in objectives or direction of the project. Finally,following key stakeholder discussions,we will schedule a call to summarize findings and direction with City staff,to make certain that we are in agreement with stated objectives, and that feedback is incorporated as appropriate. All of these steps guarantee that as the project moves forward success will be achieved by continually aligning our approach and work with stakeholder and City objectives, adjusting where necessary. Our complete project management process has five primary principles common to successful projects: 1. Define the project to be completed. Mr.Edison will identify the project scope,set objectives,list potential constraints, document assumptions, choose a course of action and develop an effective communication plan. 2. Plan the project schedule Mr. Edison, in collaboration with the project team and City staff,will create an agreed upon timeline to meet the City's estimated project timeline. He will assign workload functions to appropriately qualified staff to ensure milestones are met, on time. Furthermore, the project team will meet bi-weekly to assess the status of the project and Mr. Edison will direct existing and upcoming project tasks. These meetings ensure that staffing resources are well-matched to provide the highest quality of work product, high responsiveness to the City, and to keep the project on schedule. These meetings also provide a forum for applying the team's collective expertise to solving difficult analytical issues that arise in complex projects. 3. Manage the execution of the project. Mr. Edison has been selected to fulfill the role of Project Manager due to his strong project management skills. He will be responsible for controlling the work in progress, providing feedback to project team members and City staff, and will be accountable to the City for meeting the schedule, budget and technical requirements of the project. Ms. Molly McKay will also be available for collaboration and communication between City staff and the project team through frequent progress memorandums, conference calls and in-person meetings. 4. Review all work product and deliverables through a structured quality assurance process involving up to three levels of review at the peer level, project manager level,and if necessary executive officer level.We have designed a formal and structured quality assurance system that will be utilized throughout the course of the project. 5 Communication with the client regarding work status and progress. Mr. Edison will ensure that the City receives regular updates of status and will schedule regular conference calls to touch base. He will also inform the City of any roadblocks encountered,or whether the amount of work associated with an element of the project is more than was projected, or outside of the agreed upon scope of services. From this point, he will work with the City to address and resolve these types of issues. We have utilized these guiding principles for all of our firm's projects. The City can be assured that through the utilization of these principles, Mr. Edison and Ms. McKay will ensure the project deliverables will be of the highest quality and will be delivered on time and within the agreed upon budget. Through the process of providing regular updates and conducting status conference calls, potential issues will be highlighted, discussed and resolved.Any deviances from the project timeline will be identified and plans will be developed for course corrections. If necessary, changes in approach or strategy will be discussed with City staff, to meet the City's needs. In doing this, we will ensure the project stays on track and evolves, based upon current thinking and outside dynamics. -, /COM7REHENSIVE. E..\sI RFQ 2019-084-ND 8 WINNOVGTIVE 40 TRUSTED. City of Miami Beach, FL City of Miami Beach Quality Assurance / Quality Control Process Our quality control program is incorporated as a required element of Willdan's day-to-day activities. There are three Analyst levels of reviews incorporated for our deliverables: Prepares Deliverables 1) Peer review; Quality 2) Project Manager review;and Assurance Peer 3) Final quality assurance manager review. Manager Review Reviews of Peer reviews involve one analyst reviewing the work of Deliver- another,while project manager reviews are conducted prior ables to delivery to the quality assurance manager. The quality assurance manager then performs a final review.This assures Analyst that our final product has been thoroughly evaluated for Revises Analyst Based on Revises potential errors; thus, providing quality client deliverables, Manager Data and high levels of integrity and outcomes. ReviewBased on Peer The primary mission of our quality control plan is to provide Project Review staff with the technical and managerial expertise to plan, Manager organize, implement, and control the overall quality effort, Reviews thereby ensuring the completion of a quality project within the time and budget established. The goals of the Willdan quality assurance/control process team are to: • Establish a set of planned and systematic actions for • Establish a consistent and uniform approach to the maintaining a high level of quality in the professional services performed;and services performed; • Emphasize quality in every phase of work; • Implement appropriate quality control measures for each work task of the project. • Ensure efficient use of resources; The above activities will be a critical part of initiation and implementation of the quality control plan and will set the tone for successful team cooperation throughout the life of the project.The following list defines the basic elements that will be covered in the plan: • Contract deliverables; • Budget and manpower requirements; • Specific quality control procedures; • Overall project schedule and budget;and • Special quality control emphasis; • Project documentation requirements • Responsibility and authority; The Willdan Team will work to ensure that these elements are strictly adhered,so that our quality assurance objectives and proper identification of costs are achieved. COMPREHENSIVE Emsi RFQ2019-084-ND INNOVATIVE. LL _ J TRUSTED. City of Miami Beach,FL 49 1 R • ii Aft i - .. II VV C l,_ .3+ �� Aw in-. 1 ? , ' _` -.... ...w.i�,,tk -11 • AIA e _ • W I LLDAN 200 South Orange Avenue,Suite 1550 Orlando,Florida 32801 800.755.6864 I Fax:888.326.6864 1407.872.2467 y'' www.willdan.com f