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Professional Services Agreement with Daedalus Capital, LLC ( -3O706, PROFESSIONAL SERVICES AGREEMENT BETWEEN THE CITY OF MIAMI BEACH AND DAEDALUS CAPITAL, LLC FOR ECONOMIC DEVELOPMENT CONSULTANT SERVICES, PURSUANT TO RFQ# 2019-084-ND T ' Professional Services Agreement (Agreement) is entered into this i(S day of , 20 1 ("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 DAEDALUS CAPITAL, LLC., a Louisiana limited liability company, having its principal office at 2325 Manhattan Blvd.,'Harvey, Louisiana 70058 ("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" 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 shall be 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 toy 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'unsub'stantiated, 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 suchclaims 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 GeneaI 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 c/o EXIGIS Insurance Compliance Services. Waiver of Subrogation —Consultant agrees to obtain any endorsement that may benecessary 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. 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-miamibeach(c�riskworks.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 exce'ss 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 governed by all applicable Miami-Dade County Conflict of Interest Ordinances and Ethics provisions, as set forth in the Miami-Dade County Code, as may be amended from time to time; and by the City of Miami Beach Charter and Code, as may be amended from time to time; both of which are incorporated by reference as if fully set forth herein. Consultant covenants that it presently has no interest and shall not acquire any interest, directly or indirectly, which could conflict in any manner or degree with the performance of the. Services. Consultant further covenants that in the performance of this Agreement, Consultant shall not employ any person having any such interest. No member of or delegate to the Congress of the United States shall be admitted to any share or part of this Agreement or to any benefits arising,therefrom. 10.6 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 iphysical form, characteristics, or means of transmission, made or received pursuant to law or ordinance or in connection with the transaction of official business of the City. (C) Pursuant to Section 119.0701 of the Florida Statutes, if the Consultant meets the definition of"Contractor" as defined in Section 119.0701(1)(a), the Consultant shall: • (1) Keep and maintain public records required by the City to perform the service; (2) Upon request from the City's custodian of public records, provide the City with a copy of the requested records or allow the records to be inspected or copied within a reasonable time at a cost that does not exceed the cost provided in Chapter 119, Florida Statutes or as otherwise provided by law; (3) Ensure that public records that are exempt or confidential and exempt from public records disclosure requirements are not disclosed, except as-authorized by law, for the duration of the contract term and following completion of the Agreement if the Consultant does not transfer the records to the City; (4) Upon completion of the Agreement, transfer, at no cost to the City, all public records in possession of the Consultant or keep and maintain public records required by the City to perform the service. If the Consultant transfers all public records to the City upon completion of the Agreement, the Consultant shall - destroy any duplicate public records that are exempt or confidential and exempt from public records disclosure requirements. If the Consultant keeps and maintains public records upon completion of the Agreement, the Consultant shall meet all applicable requirements for retaining public records. All records stored electronically must be provided , to the City, upon request from the City's custodian of public records, in a format that is compatible with the information 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 deliveryservice. Until changed by notice, in writing, all such notices and communications shall be addressed as follows: TO CONSULTANT: Daedalus Capital, LLC 2325 Manhattan Blvd. Harvey, Louisiana 70058 Phone: 917-719-6371 Attn: Shaun Bourgeois Email: spb@daedalusservices.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 specifically provided for by the party entitled to notice. Notice shall be'deemed given on the date of an acknowledged receipt, or, in all other cases, on the date of receipt or refusal. SECTION 12 MISCELLANEOUS PROVISIONS 12.1 CHANGES AND ADDITIONS This,Agreement cannot be modified or amended without the express written consent of the parties. No modification, amendment, or alteration of the terms or conditions contained herein shall be effective unless contained in a written document executed with the same formality and of equal dignity herewith. 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 in this document. Title and paragraph headings are for convenient reference and are not intended to confer any rights or obligations upon the parties to this Agreement. [REMAINDER OF THIS PAGE LEFT INTENTIONALLY BLANK] 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: City Clerk 7o��11 y M'1'' ager � '4 Date: / of mac.,``. • oRA10 ':INLORP - FOR CONSULTANT: �# /7 **-.. D LUS CAPITAL, LLC ATTEST: N'YC H 2 % By: S1+�v,v Ptifl[.P to jid;ij Pr Print Name and Title Print Name and Title • Date: al /Jls+ ZO(7 �. 7 F:\PURC\Solicitations\2019\2019-084-ND_RFQ_Economic Development Consultant Services\13 - Negotiations\Daedalus\Agreemeent 19-084 7.23.19.doc APPROVED AS TO FORM & LANGUAGE FO' . XECrTI.ON ii(41 13 IPA . City Attorney `10. T' Date ,1 f 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-ORDERSORMUST 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 9 I- Jausap uxA i 0+,11.araET. pa ntosserugstrng zawyedtdcia 10/9P31 palPEA JanadeltBiRf SITS MEle1347e15uffPain IPEPu5 peacog Tom sa►ujsar p Ilal �anu�,I U 3itEdruo zsuielaads itpeantrua Alup.Rw' JIBILMISBO fpaglu`.Ip 1+up I3'' AfI pL,saptifAsEilipuv.i0ApraTER'U IISCR,d ;luprrIT SZIS ' ep;1' g!al RIS zsgEtwe.alis levee aurawellollanag esnripexpw zsigazens luatu utiola n 1-mono tr a3i ; e,I d' up gl paunAeip p {zi a ,I s 4stigeuvrs aulsirne ipaamra follow isBeinevi,] aoeasel]hs watumdelianau mr19147kupra3i (zu aquae ur 11 eon Eillezow Ego Nag tge,gon Aquas PaTiquiff meq;Eo ,1 sa,I, fi ..63.°p r e coupes 43E+UST ;lea ';uaft.Luidooszoo zipaa.uoupoi3 OW SIT _wpm irtr Tlauer tso3g auLrei 'gal ewia pafQ.n EATS.STE 43a:rom Al 1flQH 531.4oD3,L D 31f1033H3S 311121 ONITIIB A-121f1OH 0 118IHX3 r. EXHIBIT D APPROVED SUBCONSULTANTS 1. DOVER KOHL & PARTNERS 2. LEVEL 1 ANALYTICS 3. GALLINAR PLANNING & DEVELOPMENT 4. KNIGHTCONSULT • 17 EXHIBIT E RESOLUTION, COMMISSION ITEM, AND COMMISSION MEMORANDUM RESOLUTION NO.- 211194d TES A RESOLUTION OF THE MAYOR PM CITE`COM COMTAIISTOFf OF HE CITE'OF MIAMI BEACH, FLORIDA, ACCEPTING THE RECOMMENDATION OF THE CITY MANAGER, PURSUANT TO REQUEST FOR QUALIFICATIONS (RFQ) NO. 9d'04-ND, FOR ECONOMIC DEVELOPMENT CONSULTANT SERVICES; AUTHORIZING THE ADMINISTRATION 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 RESPONSWE PROPOSERS: LAMBERT ADVISORY LC, AS THE FIRST RANKED PROPOSER; THE CORRADINO GROUP INCH 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 CITY CLERK TO EXECUTE AGREEMENTS WITH EACH OF THE FOREGOING PROPOSERS UPON CONCLUSION OF SUCCESSFUL NNIEGOTIATIONS EY 'THE ADMINISTRATION. WHEREAS, on December. 12, 2619, the Mayor arid City Commission opproci the Issuance of the'Refit for QL:reficaticns (RR:}No.2019-054-ND frac Econonik Developrrerltt Consultant Ser'ice;and - WHEREAS, Request for Qualifications No. 2019444-ND e"RFO") was released on Tia wary 17, 2019;arid ' WHEREAS,a voluntarypre-proposal meet was held on Febry 4,2019:and WHEREAS, on March 4, 2019, the Cite =slued a total of 6 proposals from Certified Crime Prevention Consultaris LLC, Daedal re Capital LLC, Hallstm Economic LLC, Latmtk—rt Advisory LC,Tho CarratriTIO Group ha.,and Willden FinarciaL Services Inc,:and WHEREAS,the proposal from Cartifued Crime Prevention Consultants LLC was deemed riot-mewl/sive for failure to meet the minimum requirement of tho RFQ, as% rot further evaluated; and � . WHEREAS, trio proposal from Cat-tined Crime Prevention Ccucultants, LLC vas deemed r n-respanst ie for feiiure to moot to minimum n quirerr nts of the RFQ and was n# further evaluated;artd! VIEHEREAS, the ekrafilaifon occnmittee ('Cern nitteey' convened on Math 20, 2019 to. nal/kw and score the renteriing proper ,ortd WHEREAS,the Committee was presided an;overview of Rha projact informatiorl re atiwe to the City's Cone of SLenc Wince and the Government SumhIne Law, ger ral information on the cope of serer,arid a oopy of oath mal,and WHEREAS, the Conn iN e'a ranlri g was es follows:Lambert Advisory, LC., as the first ranked pmpceer, The Corradino Grp, Inc,, as the world ra sod proposer, Daedalus Ca i LLCO as the third aainked prOpezeer, Wilkian Financial Service, Imo, as the fourtft ranked peoposer and H II lone Eeonornit,LIC,as tett ranked propo ar,and 18 WHEREAS, to 174 Mneger has concurred with the Evaluation Committee in fte date Haitstort Economic. LLC, tho fifth tank - Etrn among to Iwo res-ponsivo Via, when compared to tha other be firm td demonstiate In its proposal that it has experierce and familiarity yob the challonm faad by a city or ram community*altar to Miami BeagN and WHEREAS, after revieefra the querdioationa of each for, and hawing constdtra EratuaFixt Committee's ranknos, City litaria6or ra+ rrtrri that the Ma' and the CrOniMIESECin authorize the Ytini ilod to ear into negottallons 1.0th the fcbroing resOongkre pr ►r Lambori Advisory, LG., as Ma first ra sd prat Tho Corral= Oroupt, tno, as th 74 ranked roposec Daedalus Capital, LLC, as-the third ranked pr ,p ar and Witirkti Financial Serves, Inc.es tie fourth r.w*ag pry,to establish a pact preciAlfred cronwitarrls for spec*c tasks,dating to econori &a lopi nt sambas, NOW, THEREFORE, BE iT DULY RESOLVED THE MAYOR AND CITY M41ON Of THE CITY OF MIAMI SEACK FLORIDA, that the Mayor and City Cortimission;harelby acpt.te recommendation of the City Manager, pursuant to ReAlLlegt far ualifictio i ) No. 1 ND for Ecommitoil Vii ; authci e the Administration to establish a moitidis4ruiary pact of pe-qmeged tcrsultants for pacific fi'c mks relating to economic devek*herit seldom and authorizg the Adminiatration to enter into simriultanecus . _. cr7e with the fcilo-wing neapdrishe proposers: Latmbut AMory, L,C„ as hrht reed propter,The CorracWGaup, iia as the second rankedproposal',Daadatos . tai, LLC, s the third1iidan Financial Service; Ino„ as the fotthh ranked propciar,end furthereutficifat the Manama City dark to execute agreements h sad of to foregoitvprop-tars upon =fusion sion of auccassful negctiatins by the Adrnliftation,. PASSED AND ADOPTED this ' .: . thy of .. -019 mayor• 44 H RMS:=t Ea Grafiado, Zile AfVROVED, TO ,dFORAil&LAN 1UAGE t ACV rT fi k FOR D'ECUTION # yam' 7S TAMIEXU.Ndill 3Rz LAFQ B15 M)EsX4Vxrtk tw&atzcirrturt etratifirt - 1 19 (J I MIAM- IBEACH COMMISSION. IOC MEMORANDUM TO; Honorable fifftora ., yrs of the City Co k,s—io t FROM: , Jii-rmy L.MIS,City Iiaziager DATE: pdI 10,2010 SUSJEM A RESOLUTION OF THE MAYOR AND CITY=MISSION OF THE CITY OF MIAMI BEACH, FLORIDA, ACCEPTING THE RECOMMENDATION OF THE CITY MANAGER PURSUANT TO REQUEST FOR QUALIFICATIONS tFQ) NO.201ID, FOR ECONOMIC DEVELOPMENT ONSULT NT SERVICES', AUTHORIZING THE ADMINISTRATION TO €ST C A MULTIDISCIPLINARY POOL OF PRF_.QUALIPIED CONSULTANTS FOR SPECIFIC TASKS RIELATI NG TO ECONOMIC DEVELOPMENT SERVICES, AUTHORIZING THE ADMINISTRATION TO ENTER IINITO SIMULTANEOUS NEO:OTIATIONS WITH THE FOLLOWING RESPONSIVE PROPOSERS: LA }I.ERTADVISORY LC, AS THE FIRST RANKED PROPOSER THE CORRADINOGROUP IN THE SECOND RANKED PROPOSER, DAEDALUS CkPITAL LLG, AS.THE THIRD RANKED PROPOSER, AND WILLDAN FINANCIAL, SE:WIDE INC, AS T FOURTH RANKED KE.L PROPOSER AND FURTHER ER ALITHORIZIN THE CITY MOINAGE CITY CLERK TO EXECUTE AGREE LENTS WITH EACH OF THE FOREGOING PROPOSERS UPON CONCLUSION F, SUCCESSFUL NEOOTIATIONS a THE ADMINISTRATION. RECOMMENDATION 4t the Resolution, AN WI= As Me City taz mid toyards plaoirj a greater ernet,Aaale on It I Ise CENY4r3,, and development and promotion of sme2 dresses CI , Ide,*aro is a wed for Irva development raf streagiest plana, and iiffiativaa fhat p . : d .. of fe, t business attrweon and build,arilbaa ' ee �da. ,, pittperity, To : " v eked ►r ,I ,tlur h tit RFS seems eatbILfh a p pool of-fir:__: Iximilittant teams to ittiVisrr niir ment consultrt services to the CO that may ,r f ( t not ba Doted t# tornorathandva oconbrnir dam-p mei Irh Owing, bpm-4 . assent-tont air _ dm-lop-twit s -tair Ia pmant'e SWOT hraes, cost rrieting, teedershlp $ , At.-srld modem, brim deo. ¢pment strategics, mat indhtry amiya.* TWROtIg- p18115, prospect IdelltifIcation, corn Vis, pati and respombleacerfort& 20 development incentive pokes„ =Mores tis and fcrecasts Ufa, talent and tamineas al/Talon end ilretrater comma*outeach, on December 4,2019,the City CCorrirrission approwAto issue the RetittYat for Cieelif r (RPO) No. 201 D for Economic ire rr nt Consultant Sonices.On Javier)? 17, 2019, the F .>.A precropoasi conference to pride infemiatioin to propesera ,st.lwritting a response WaS Mid Fe . 2019.One adds d, 'Ma Procurement Department � 1213 companies,p a�iiesutilizing publicpu .r i 115 prospective bidders mcested the adveirilsed e abet n.RFQ responses received on March 4,2019.The City received e to- oaf 6 ProPosea from the f la..aing finny:Certified Crime,Pievertion Consultants LLC, Daedalus` Cpft LLC,Hailstere EconomicLLC,Larni3ertAdiiiscryLLC,The Corredino Ow,inc.,and tilaiden Financial Sendloes,Inc,The prop -Carried Cnrrn Pneverfron Constftants LLC was deemed non-responsive for failure to meet the muni reouiremants of ifv. RFQ and was not fir evaluated, On December la 2019, the CIy Com-mks-ion epproved end tie City Mower appointed the a-412ton Conanittee, The E :, ionn river d arsMath 20, 2019, to wider ProPeada received The ilite vme compristadMalls Cohen,.Resident, of Miami Jose Gonzalez. utor, portann Deper(rnert, Cffty of Miami Bea*Amy Melm Sp Aaeiatint, twice of ins City Mamer, City ofiiarrt' Beach;Jamas felurptv, Lief of tithen Marling, Ptar ing and Zoning Cityof ficrami Beettg lk her S Asst Mott,t`, Tot m Cidhge arrd E,00nciTio Development De pity of Miaid Beech,Th Committee was provided an ovenliaw of the.protect, infomwrion relatiNie to the amine. SilenceOrdinancethe Government& l e Lem The Commitee WM o Providtati with 9eheral infQrrns oh the s ,services and a copy of tech propeaaL The Com , instructed be score end rank each proposal purmant to tio ovalialon established the RFO, The evaluation prey reaulted in t of prop . A . . ed in Attachment folio are 1..Lambert Athisory LLC 2 'Ma CorfaritrD8MIP,Fne E Darxiais Capital LLC #.W Finial , ice. .Fens Eonpe:LLC. A.sumn• each h tp firm lab= ecce V td the iriko. :_tilor1 pmvided by the firm Lambert - r LLC.was famed in 1E95 endl FFritrarakriffitY reCtigrabd eateig Old ecciemic ad‘ifsofy ram,Eseablisd on a fecr&liort of knoidedg0k dalaia t- experience, Lanibert wom r 1y with ollerft and mariners trwsform aid build mange coneounitiee, 21 ZZ upienwau fuedn rquaLuaatee c4 pezputure3 e! u: 0 . pueweem Uetiund 1 p wi''sewuns inj.1,441ePilitaJ tjasaltud pow p1 1 '011 nJ-V 00141001 - llaj 0111 L&A'SYMPS1103moi., . . loud a uspriewaq Jectou ul,4awitugalau omit:putsaqui.ogre a ; un l uornise8 rat4 0.,34440 uoiseitmoo. 40. put J . _.; 114 l nWt BJ J ' t mzeta,s guenro c(4,./Apin firouluno menact 1 n MT Pawl speueLetto `Oil '21140u00 . amiegurH 1014 utgeugusgtopi ul auo isjeuctud '' polluquiej041 [ Involves ISI ' - d: [] : 1��`Uaselitud pal= 'GB 1011 1 tiagltidrad_ l poaa eta w, j utpunijo ! . -t _ aidPalm 1 - J'e Z avri ViaMPALt00 uopenia3 LI :=1,2-w I Vis ! ail s t J ?PIO Pal., b Pm enJ w sien5puuktielakap ottuttu: ape 451 papaw'- puu ` atti€a to 40w0ii gJA suu4 pima-pucka po Loud e SuoittA'saspee wt=cigo octuottwitte Aleuildiosylitrau 1444 Lmtegp rued ele= ej wimp.sgp esodind= -,p144,0,s4511coaxi maaa4 Valwwtto uogenfatG pw pija ktop,:qwqns sA513i 1 yup da E Pun ui uo. aa wittaduAl 01-1•000$ ua d siaal.10P Pug suetOP ! ..._ '01110:11001100 Pra 40)&0 W884 orfl pewdans eavieto swims ematatagitoto per at oPi eu 1uj %g'el =1 ' ► n'S L t!? wPRA ` u� awitpitnsagui Rug t aturianal Ixtparoz S& p1[' - --- as petatelti 'fib rtwg 04 Ai pepored tippet aolul15qpiccoy DPI ; suP441 47:041R 1 5 *num a a w Pee - tL le 110 OM= 511LE.t9Pra 4011p dd plonk- �dTu4 100:: _ ' . d. . ; tcssw pmfmtu !ll -4uatailiiehap opougia pu0 401000 maj u . a 43812,4s a.. ® t seined € i' a ` :l q:- d Uc au IA alipAgagV - j swop Jwas empd pue tasgpirdpitux10t4l3twos- pue . aeu nu> Mr= JAI 1.10pritnal. !t4 I 00$043 Itrilmiatemp pue gamilsaim , :1 i- Paleposve sowidlas puoissapid ;N 0,41POettinPA 4idep• ae uo s_. : ! sam 1 ' _ ouipulao, vuoid grios peogobgetei a me gal, 'etlg?lq a wzmcul 'dfictie oull ' MT.t iraPIAold 004010,10P40141 Npixof ,rn .. - 110 ,8 i , ., . .,.., a ... ,... ...,,,, , , a 1 1 g W E: Or 1 ' b... N) ca, 1,15 0.) 1 'di g _ m na7 1 _ . _ . I Er co .,. EXHIBIT F REQUEST FOR QUALIFICATIONS (RFQ) 24 Procurement Department MIAMI 1755 Meridian Ave, 3rd Floor, Miami Beach, Florida 33139 www.miamibeachfl,gov " I 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 Procurement Department MIAMIBEACI-1 1755 Meridian Ave, 3rd Floor, Miami Beach, Florida 33139 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, i c-rely, Alex 1- is /"k Proc r; ent Director •• • i • l 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: MIAMI BE 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.oublicpurchase.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 Section287.055, 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 cooled on all communications via e-mail at: RafaelGranado • miamibeachfl.•ov; or via facsimile: 786-394-4188. The Bid title/number shall be referenced on all correspondence. All questions or requests for clarification must be received no later than ten (10) calendar days prior to the date proposals are due as scheduled in Section 0200-3. All responses to questions/clarifications will be sent to all prospective Proposers in the form of an addendum. 5. PRE-PROPOSAL MEETING OR SITE VISIT(S). Only if deemed necessary by the City, a pre-proposal meeting or site visit(s) may be scheduled. A Pre-PROPOSAL conference will be held as scheduled in Anticipated RFQ Timetable section above at the following address: City of Miami Beach Procurement Department 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 theirintent 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 to assure it receives any addendum issued to`this RFQ. Failure to receive an addendum may result:in disqualification of proposal. Written questions should be received no later than the date outlined in the Anticipated RFQ Timetable section. 7. CONE OF SILENCE. This RFQ is subject to, and all proposers are expected to be or become familiar with, the City's Cone of Silence Requirements, as codified in Section 2-486 of the City Code. Proposers shall be solely responsible for ensuring that all applicable provisions of the City's Cone of Silence are complied with, and shall be subject to any and all sanctions, as prescribed therein, including rendering their response voidable, in the event of such non-compliance. Communications regarding this solicitation are to be submitted in writing to the Procurement Contact named herein with a copy to the City Clerk at rafaelgranado@miamibeachfl.gov 8. SPECIAL NOTICES. You are hereby advised that' this solicitation is subject to the following ordinances/resolutions,which may be found on the City Of Miami Beach website: htto://www.miamibeachfl: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. 287.017, for CATEGORY TWO for a period of 36 months from the,date of being placed on the convicted vendor list. 10.COMPLIANCE WITH THE CITY'S LOBBYIST LAWS. This.RFQ is subject to,and all.Proposers are expected to be or becomefamiliar 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 ascodified 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 LDA). Call 305-673-7490 to request material in accessible format; sign language interpreters(five (5) days in advance when possible),or information on access for persons with disabilities. For more information on ADA compliance, please call the Public Works Department, at 305-673-7000, Extension 2984. 15. POSTPONEMENT OF DUE DATE FOR RECEIPT OF PROPOSALS. The,City reserves the right to postpone the deadline for submittal of proposals and will make a reasonable effort to give at least three (3) calendar days written notice of any such postponement.to all prospective Proposers through PublicPurchase. 16. PROTESTS. Proposers that are not selected may protest any recommendation for selection of award in accordance with eh proceedings established pursuant to the City's bid protest procedures, as codified in Sections 2- 370 and 2-371 of the City Code (the City's Bid Protest Ordinance). Protest not timely made pursuant to the requirements of the City's Bid Protest Ordinance shall be barred. 17. 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 / / 1 MIAMI BEACH 19. DETERMINATION OF AWARD. Thefinal 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 1 � 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 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. 1 . 27. MISTAKES. Proposers are expected to examine the terms, conditions, specifications, delivery schedules, proposed pricing, and all instructions pertaining to the goods and services relative to this RFQ. Failure to do so will be at the Proposer's risk and may result in the Proposal being non-responsive. 28. PAYMENT. Payment will be made by the City after the goods or services have been received, inspected, and found to comply with contract, specifications, free of damage or defect, and are properly invoiced. Invoices must be consistent with Purchase Order format. 29. COPYRIGHT, PATENTS & ROYALTIES. Proposer shall indemnify and save harmless the City of Miami Beach, Florida, and its officers, employees, contractors, and/or agents, from liability of any nature or kind, including cost and expenses for, or on account of, any copyrighted, patented, or unpatented invention, process, or article manufactured or used in the performance of the contract, including its use by the City of Miami Beach, Florida. If the Proposer uses any design, device or materials covered by letters, patent, or copyright, it is mutually understood and agreed, without exception, that the proposal prices shall include all royalties or cost arising from the use of such design, device,or materials in any way involved in the work. 30. DEFAULT. Failure or refusal of the selected Proposer to execute a contract following approval of such contract by the City Commission, or untimely withdrawal of a response before such award is made and approved, may result in a claim for damages by the City and may be grounds for removing the Proposer from the City's vendor list. 31. MANNER OF PERFORMANCE. Proposer agrees to perform its duties and obligations in a professional manner and in accordance with all applicable Local, State, County, and Federal laws, rules, regulations and codes. Lack of knowledge or ignorance by the Proposer with/of applicable laws will in no way be a cause for relief from responsibility. Proposer agrees that the services provided shall be provided by employees that are educated,trained, experienced, certified, and licensed in all areas encompassed within their designated duties. Proposer agrees to furnish to the City any and all documentation, certification, authorization, license, permit, or registration currently required by applicable laws, rules, and regulations. Proposer further certifies that it and its employees will keep all\ licenses,f 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 isin the best interest of the City, including: A. Pre-award inspection of the Proposer's facility may be made prior to the award of contract. B. Proposals will only be considered from firms which are regularly engaged in the business of providing the goods and/or services as described in this solicitation. C. Proposers must be able to demonstrate a good record of performance for a reasonable period of time, and have sufficient financial capacity, equipment, and organization to ensure that they can satisfactorily perform the services if awarded a contract under the terms and conditions of this solicitation. D. The terms"equipment and organization", as used herein shall, be construed to mean a fully equipped and well established company in line with the best business practices in the industry, and as determined by the City of Miami Beach. ,.E. The City may consider any evidence available regarding the financial, technical, and other qualifications and abilities of a Proposer, including past performance(experience), in making an award that is in the best interest of the City. F.The City may require.Proposer s to show proof that they have been designated as authorized representatives of a manufacturer or supplier,which is the actual source of supply. In these instances, the City may also require material information from the source of supply regarding the quality, packaging, and characteristics of the products to be supply to the City. 35. ASSIGNMENT. The successful Proposer shall not assign, transfer, convey, sublet or otherwise dispose of the contract, including any or all of its right, title or interest therein, or his/her or its power to execute such contract, to any person,company or corporation,without the prior written consent of the City. 36. LAWS, PERMITS AND REGULATIONS. The Proposer shall obtain and pay for all licenses, permits, and inspection fees required to complete the work and shall comply with all applicable laws. 37. OPTIONAL CONTRACT USAGE. When the successful Proposer(s) is in agreement, other units of government or non-profit agencies may participate in purchases pursuant to the award of this contract at the option of the unit of government or non-profit agency. 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 jssued 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 thatdoes 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 10 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. MODIFICATION/WITHDRAWALS OF PROPOSALS.A Proposer may submit a modified Proposal to replace all or any portion of a previously submitted Proposal up until the Proposal due date and time. Modifications received after the Proposal due date and time will not be considered. Proposals shall be irrevocable until contract award unless withdrawn in writing prior to the Proposal due date, or after expiration of 120 calendar days from the opening of Proposals without a contract award. Letters of withdrawal received after the Proposal due date and before said expiration date, and letters of withdrawal received after contract award will not be considered. 47. EXCEPTIONS TO RFQ. Proposers must clearly indicate any exceptions they wish to take to any of the terms in this RFQ, and outline what, if any, alternative is being offered. All exceptions and alternatives shall be included and clearly delineated, in writing, in the Proposal. The City, at its sole and absolute discretion, may accept or reject,any or all exceptions and alternatives. In cases in which exceptions and alternatives are rejected, the City shall require the Proposer to comply with the particular term and/or condition of the RFQ to which Proposer took exception to (as said term and/or condition was originally set forth on the RFQ). 48.ACCEPTANCE OF GIFTS, FAVORS, SERVICES. Proposers shall not offer any gratuities,favors, or anything of monetary value to any official, employee, or agent of the City, for the purpose of influencing consideration of this Proposal. Pursuant to Sec. 2-449 of the City Code, no officer or employee of the City shall accept any gift, favor or service that might reasonably tend improperly to influence him in the discharge of his official duties. 49. SUPPLEMENTAL INFORMATION. City reserves the right to request supplemental information from Proposers at any time during the RFQ solicitation process. • 50. ADDITIONAL 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 1 1 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 dearly 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 /VWIAMI 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 a 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 to be added by the Procurement Department to those points earned in Step 1, as follows. Step 2-Quantitative Criteria Maximum Points Veterans Preference 5 TOTAL AVAILABLE STEP 2 POINTS 5 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 91 92 Rank 1 3 2 Ste. 1 Points 79 85 72 Committee Ste.2 Points 22 15 12 Member 2 Total 101 100 84 Rank 1 2 3 Ste. 1 Points 80 74 66 Committee Ste.2 Points 22 15 12 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 AA I Am ' BEAc H 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(a 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/ RFQ 2019-084-ND 18 7. benefits: • • • • • • benefits: -- - - - - --- • - - --- �� -- • -- -- • -- • benefits-. - - - - - - - -- - - - .. - - - -• - -- - a • 8. Equal Benefits for Employees with Spouses and Employees with Domestic Partners.When awarding competitively solicited contracts valued at over$100,000 whose contractors maintain 51 or more full time employees on their payrolls during 20 or more calendar work weeks,the Equal Benefits for Domestic Partners Ordinance 2005-3494 requires certain contractors doing business with the City of Miami Beach,who are awarded a contract pursuant to competitive proposals,to provide"Equal Benefits"to their employees with domestic partners, as they provide to employees with spouses. The Ordinance applies to all employees of a Contractor who work within the City limits of the City of Miami Beach, Florida; and the Contractor's employees located in the United States,but'outside of the City of Miami Beach limits,who are directly performing work on the contract within the City of Miami Beach. A. Does your company provide or offer access to any benefits to employees with spouses or to spouses of employees? YES NO B. Does your company provide or offer access to any benefits to employees with(same or opposite sex)domestic partners*or to domestic partners of employees? YES NO C. Please check all benefits that apply to your answers above and list in the"other"section any additional benefits not already specified. Note: some benefits are provided to employees because they have a spouse or domestic partner, such as bereavement leave;other benefits are provided directly to the spouse or domestic partner,such as medical insurance. BENEFIT Firm Provides for Firm Provides for Firm does not Employees with Employees with Provide Benefit Spouses Domestic Partners Health Sick Leave ' Family Medical Leave Bereavement Leave If Proposer cannot offer a benefit to domestic partners because of reasons outside your control, (e.g., there are no insurance providers in your area willing to offer domestic partner coverage)you may be eligible for Reasonable Measures compliance. To comply on this basis, you must agree to pay a cash equivalent and submit a completed Reasonable Measures Application (attached)with all necessary documentation. Your Reasonable Measures Application will be reviewed for consideration by the City Manager, or his designee. Approval is not guaranteed and the City Managers decision is final. Further information on the Equal Benefits requirement is available at http://www.miamibeachfl.gov/city-hall/orocurement/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 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 ins.287.017 for CATEGORY TWO for a period of 36 months following the date of being placed on the convicted vendor list. SUBMITTAL REQUIREMENT: No additional submittal is required.By virtue of executing this affidavit document,Proposer agrees with the requirements of Section 287.133,Florida Statutes,and certifies it has not been placed on convicted vendor list. 10. Non-Discrimination.Pursuant to City Ordinance No.2016-3990,the City shall not enter into a contract with a business unless the business represents that it does not and will not engage in a boycott as defined in Section 2-375(a)of the City Code,including the blacklisting,divesting from,or otherwise refusing to deal with a person or entity when such action is based on race,color,national origin,religion,sex,intersexuality,gender identity,sexual orientation,marital or familial status,age or disability. SUBMITTAL REQUIREMENT: No additional submittal is required.By virtue of executing this affidavit document,Proposer agrees it is and shall remain in full compliance with Section 2-375 of the City of Miami Beach City Code. 11. Moratorium on Travel to and the Purchase of Goods or Services from North Carolina and Mississippi. Pursuant to Resolution 2016-29375, the City of Miami Beach, Florida, prohibits official City travel to the states of North Carolina and Mississippi,as well as the purchase of goods or services sourced in North Carolina and Mississippi. Proposer shall agree that no travel shall occur on behalf of the City to North Carolina or Mississippi,nor shall any product or services it provides to the City be sourced from these states. SUBMITTAL REQUIREMENT: No additional submittal is required.By virtue of executing this affidavit document,Proposer agrees it is and shall remain in full compliance with Resolution 2016-29375. 12. Fair Chance Requirement.Pursuant to Section 2-376 of the City Code,the City shall not enter into any contract resulting from a competitive solicitation, unless the proposer certifies in writing that the business has adopted and employs written policies, practices,and standards that are consistent with the City's Fair Chance Ordinance,set forth in Article V of Chapter 62 of the City Code ("Fair Chance Ordinance"), and which, among other things, (i) prohibits City contractors, as an employer, from inquiring about an applicant's criminal history until the applicant is given a conditional offer of employment; (ii) prohibits advertising of employment positions with a'statement that an individual with a criminal record may not apply for the position,and(iii)prohibits placing a statement on an employment application that a person with a criminal record may not apply for the position. SUBMITTAL REQUIREMENT: No additional submittal is required at this time. By virtue of executing this affidavit, Proposer certifies that it has adopted policies,practices and standards consistent with the City's Fair Chance Ordinance. Proposer agrees to provide the City with.supporting documentation evidencing its compliance upon request. Proposer further agrees that any breach.of the representations made herein shall constitute a material breach of contract, and shall entitle,the City to the immediate termination for cause of the agreement,in addition to any damages that may be available at law and in equity. 13. Acknowledgement of Addendum. After issuance of solicitation,the City may release one or more addendum to the solicitation which may provide additional information to Proposers or alter solicitation requirements. The City will strive to reach every Proposer having received solicitation through the City's e-procurement system, PublicPurchase.com. However, Proposers are solely responsible for assuring they have received any and all addendum issued pursuant to solicitation.This Acknowledgement of Addendum section certifies that the Proposer has received all addendum released by the City pursuant to this solicitation. Failure to obtain and acknowledge receipt of all addenda may result in proposal disqualification. Initial to Confine Initial to Confirm Initial to Confirm Receipt Receipt Receipt Addendum 1 Addendum 6 Addendum 11 Addendum 2 Addendum 7 Addendum 12 Addendum 3 Addendum 8 Addendum 13 Addendum 4 Addendum 9 Addendum 14_ Addendum 5 Addendum 10 Addendum 15 If additional confirmation of addendum is required,submit under separate cover. RFQ 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 shall have no obligation or liability with respect to this solicitation,the selection and the award process,or whether any award will be made.Any recipient of this solicitation who responds hereto fully acknowledges all the provisions of this Disclosure and Disclaimer, is totally relying on this Disclosure and Disclaimer,and agrees to be bound by the terms hereof.Any 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 the solicitation, all Proposals agree that in the event of a final unappealable judgment by a court of competent jurisdiction which imposes on the City any liability arising out of this solicitation,or any response thereto, or any action or inaction by the City with respect thereto, such liability shall be limited to $10,000.00 as agreed-upon and liquidated damages. The previous sentence, however, shall not be construed to circumvent any of the other provisions of this Disclosure and Disclaimer which imposes no liability on the City. In the event of any differences in language between this Disclosure and Disclaimer and the balance of the solicitation,it is understood that the provisions of this Disclosure and Disclaimer shall always govern. The solicitation and any disputes arising from the solicitation shall be governed by and construed in accordance with the laws of the State of Florida. RFQ 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 J APPENDIX, B " No Bid " Form • , RFQ No. 2019-084-ND ECONOMIC DEVELOPMENT CONSULTANT SERVICES PROCUREMENT DEPARTMENT 1755 Meridian Avenue, 3rd Floor Miami Beach, Florida 33139 Mote it is important for those vendors who have received notification of this°}solicitation but have.decided'not,to respond, to complete and submit the attached' -`.`Statement of No Bid;." The "Statement of No. Bid" provides the:city with information on how to improve the solicitation. process: Failure to submit a ."Statementof Nib° B°i.d" may result in, not being notified" f future`solicitaEtions 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 t _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 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 J ' 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: It 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 for the quality and acceptability by the City of the services performed by the sub-consultant from the Consultant to the City. The quality of services and acceptability to the City of the services performed by sub-consultants shall be the sole responsibility of Consultant. 2.5 Indemnification. Provider shallindemnify 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 BEACH InsuranceRequirements 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 arty SECRETARY OF STATE Ai (https://www.sos.la.gov/Pages/defSIt.as earch for Louisiana Business Filings Buy Certificates and Certified Copies I Subscribe to Electronic Notification I Print Detailed Record I Name Type City Status DAEDALUS CAPITAL LLC Limited Liability Company HARVEY Active J W Previous Names Business: DAEDALUS CAPITAL LLC W Charter Number: 36380701 K Registration Date: 2/12/2007 Domicile Address 2325 MANHATTAN BLVD. HARVEY, LA 70058 Mailing Address C/O SP BOURGEOIS 2325 MANHATTAN BLVD. HARVEY, LA 70058 Status Status: Active Annual Report Status: In Good Standing File Date: 2/12/2007 Last Report Filed: 1/15/2019 Type: Limited Liability Company Registered Agent(s) Agent: SHAUN PHILLIP BOURGEOIS Address 1: 2325 MANHATTAN BLVD. City, State,Zip: HARVEY, LA 70058 Appointment Date:2/12/2007 Officer(s) Additional Officers:No Officer: SHAUN PHILLIP BOURGEOIS Title: Manager Address 1: 2325 MANHATTAN BLVD. City, State, Zip: HARVEY, LA 70058 Amendments on File No Amendments on file Back to Search Results I New Search I View Shopping Cart © 2019 Louisiana Department of State CL J W I— W ' 1 T ' `itto, - tik ' 4. if5 Fx M "s ,. S RfQ: Economic Development Consultant Services, City of Miami Beach, FL Daedalus Advisory Services • February 2019 Economic Development Consultant Services Daedalus Advisory Services-2019 2 Economic Development Consultant Services TABLE OF CONTENTS 1 - Cover Letter&Minimum Qualifications Requirements 5 2 - Experience and Qualifications 7 2.1 Qualifications of Proposing Firm 7 2.2 Qualifications of Proposer Team 11 3 -Approach and Methodology 29 Appendix Materials 37 Daedalus Advisory Services-2019 3 Economic Development Consultant Services Daedalus Advisory Services-2019 4 Economic Development Consultant Services 1 - Cover Letter & Minimum Qualifications Requirements DAEDALUS ADVISORY SERVICES 2325 Manhattan Blvd, Harvey, LA 70058 DaedalusServices.com 917 719 6371 CITY OF MIAMI BEACH PROCUREMENT DEPARTMENT ATTN: NATALIA DELGADO STATEMENTS OF QUALIFICATIONS#2019-084-ND 1755 MERIDIAN AVENUE, 3rd FLOOR MIAMI BEACH, FL 33139 2 March 2019 Dear Natalia Delgado, We are excited to submit our qualifications for the City of Miami Beach's Economic Development Consultant Services RfQ. Our projects show a range of creative and place appropriate economic development strategies that begin with a location's natural strategic advantages and build outwards towards complementary targets and broadening linkages. Our team includes professionals from Daedalus Advisory Services, as well as Dover Kohl & Partners, L1 Analytics, Gallinar Planning &Development and KnightConsult. Collectively, we bring world-class skills across a wide range of economic development services that bridge investment analysis, big data analytics and projections, industrial development, tourism planning, physical planning and inclusionary access faciliatation. Our team has worked across five continents for clients with needs that are likely very similar to what Miami Beach faces in terms of maximizing economic potential, broadening employment opportunities for residents across all skill levels and generally maintaining a healthy economic base that attracts and retains people, businesses and visitors. The primary contact for Daedalus Advisory Services will be Shaun Bourgeois. His contact information is spb@daedalusservices.com or 917-719-6371. Please see the Appendix section for the completed Attachments A and C. Looking forward to discussing this RfQ submission with you in more detail. SP Bourgeois • Daedalus Advisory Services-2019 Economic Development Consultant Services Daedalus Advisory Services-2019 6 Economic Development Consultant Services 2 - Experience and Qualifications 2.1 Qualifications of Proposing Firm The table below gives an overview of how our five reference projects map to the list of required skills (blue shading indicates that the skill was used in the project). Following the table is a brief summary of the projects that follows the requested pattern in the RfQ. Figure 1:Example mapping of projects to requested skills 1 Project example West Lots 7th&Tryon Mission Trail Nat'l Inv Strat Investment Map Project type Planing Development Comp Plan Planning Planning Location Miami Beach Charlotte,NC El Paso.TX Jordan Jordan General Economic Development Services IIMM-- Economic Development Strategic Plans Benchmarking -- Competitive Assessments -- Asset-Based Economic Development Sustainable Development SWOT Analyses -- Cost Modeling 111111111111111 Leadership And Organizational Modeling -- Business Development Strategies --Target Industry Analysis 1111111111111111 -- Marketing Plans -- Prospect Identification Economic Development Incentive Plans ...,,�--- Workforce Trend Analysis Economic Forecast Analysis 111111 Talent And Business Attraction/Retention 111111111111111111111ff 17,11 Community And Stakeholder Communications And Outreach. 1111111111111111111111111111MM, 1 Representative projects West Lots Planning, Miami Beach, FL Project description Working with Dover Kohl and Partners on planning opportunities for the West Lots in Miami Beach, the Daedalus team helped to iterate a number of potential development scenarios. Each scenario was backed by rapid financial model iterations around the real estate operations and their resulting cashflows. For particular uses, we also prepared business level operating pro formas to understand better if the proposed business entities could pay the market rent levels. Because there were multiple options for developing the lots that ranged from high density to very low density with a mix of retail uses, along with city-level considerations of possible ground lease revenues and infrastructure requirements, the analysis ranged across a number of the key economic development skills requested in this RfQ(and discussed in more detail in the following chapter). Agency name City of Miami Beach Agency Contact Michelle Huttenhoff//MichelleHuttenhoff@miamibeachfl.gov Term of engagement <1 year Experience source Daedalus Advisory Services Daedalus Advisory Services-2019 Economic Development Consultant Services 7th and Tryon Development, Charlotte, NC Project description Working with a number of stakeholders that included the City of Charlotte, Mecklenburg County, their library system, the Charlotte Housing Authority,the University of North Carolina, a development advisory team, legal teams and our team, Daedalus produced and led the financial and economic feasibility for a large scale (+$500M USD) two block redevelopment plan in downtown Charlotte. Our engagement has covered a range of activities that span visioning, economic planning and demand analysis, extensive financial modeling, market research and studies around various planning iterations. We also led a unique equity model that aims to secure maximum returns for public sector stakeholders to further their missions. Agency name Davinci Development Collaborative Alternatively: Charlotte Housing Authority Agency Contact For Davinci: John Goff, President//jgoff@davinci-dev.com For CHA: Fulton Meachem, CEO//fmeachem@cha-nc.org Term of engagement >4 years(total from period of the first contract) Experience source Daedalus Advisory Services Mission Trail Comprehensive Plan, El Paso County,TX Project description For the El Paso County's Economic Development Authority and as part of a Dover Kohl & Partners team along with Gallinar Planning and Development, Daedalus created a tourism-led economic development plan for a three-city planning area with strong historical claims and assets, but limited tourism amenities. The economic development planning element covered a number of standard evaluations of people, households, incomes, housing, employment and industry concentration, but also used extensive outreach and on &offline surveys to capture trend data about business conditions that was otherwise unavailable. In addition, the team's on the ground research and interview informed the policies around tourism development that should guide its path forward over the coming decade. Agency name El Paso County Economic Development Authority Agency Contact Valerie Venezia, Heritage Tourism Coordinator//Wenecia@epcounty.com Term of engagement —1 year(from contract signing to final acceptance. ongoing) Experience source Daedalus Advisory Services Daedalus Advisory Services-2019 Economic Development Consultant Services National Investment Strategy,Jordan Project description For the country of Jordan's Investment Commission, we created a national planning guide for economic development. This plan was presented to the Council of Ministers and the Royal Court of the Hashemite Kingdom of Jordan. The plan evaluated the country's economic potential, inward investment flows, potential investment flows and resulting changes in employment, job creation and GDP. It provided recommendations to institutional structures to streamline and ease the path for investment into the country. Our plan also recommended new incentives and strategic planning efforts to further attract international capital. We set goals and targets for various parts of the government's economic efforts, which ultimately led to major changes in the institutional structure and investment policies in the Kingdom. As this engagement was national in scope and included consultations across the country, it touched nearly every skill requested in the RfQ. Agency name Jordan Investment Commission (then known as the Jordan Investment Board) Agency Contact Maher al-Jamal, Business Insights Consulting (our JIC contact has left the organization). If needed, I can request a call to the former CEO of the JIB, Dr. Maen Fahad Abdul-Karim Nsour, but have to work through a contact to arrange the call. Term of engagement -1 year(from contract signing to final acceptance) Experience source Individuals: Shaun Bourgeois, Amit Dalai (pre-Daedalus experience with PA Consulting Group, a London-based management consulting firm) National Investment Map,Jordan Project description For the country of Jordan's Investment Commission and as the predecessor to the National Investment Strategy, we performed a comprehensive multi-phased investment analysis and targeting exercise. The project had a number of components, including a national review of the country's economic performance, deep and extensive reviews of every major industry in the country, creating a long list of potential investment opportunities by industry, then narrowing that list down to selected targets that matched specified criteria. Business concepts from the short list were then developed through short, but detailed, pre-feasibility studies that covered key business criteria and potential financial returns. Finally, we supported the development of multi-lingual marketing materials and marketing opportunities for the JIC to use. This effort included extensive outreach throughout the government and people of Jordan, brought together specialists and experts in niche fields, performed deep dives of specified business concepts as well as broad overviews of industry-level performance. Daedalus Advisory Services-2019 Economic Development Consultant Services The results are still live as an actively supported part of the JIC's work and its Wikipedia page discusses our work on the Investment Map project. Note that the current investment map reflects updates to our projects and not our business concepts. Agency name Jordan Investment Board (now Jordan Investment Commission) Agency Contact Maher al-Jamal, Business Insights Consulting(our JIB contact has left the organization). If needed, I can request a call to the former CEO of the JIB, Dr. Maen Fahad Abdul-Karim Nsour Term of engagement —2.5 years(from contract signing to final delivery) Experience source Individuals: Shaun Bourgeois, Amit Dalai(pre-Daedalus experience with PA Consulting Group, a London-based management consulting firm) Additional references are available as well on request. Daedalus Advisory Services-2019 10 Economic Development Consultant Services 2.2 Qualifications of Proposer Team The Daedalus Advisory Services (DAS)team includes members from Dover Kohl &Partners, Gallinar Planning and Development(GPD), Levell Analytics and KnightConsult. Each firm is a specialist that brings a unique set of skills to our offering and would add strong and lasting elements of competitive differentiation to our economic planning efforts. Figure 2:Teaming Overview MIAMI BEACH Client DAEDALUS ADVISORY SERVICES Project Manager Economics Lead SP Bourgeois Amit Dalai DOVER KOHL& LEVEL1 ANALYTICS GALLINAR PLANNING KNIGHTCONSULT PARTNERS &DEVELOPMENT Visioning,Outreach ' Government& Planning Big Data and Analytics Incentives Tourism Jason King George Colclough Carlos Gallinar I Manuel Knight Hiro Hikawa,Ph.D. DOVER,KOHL bT PARTNERS P11111011113 P' :'mriix. -sR Y'. Each team is presented below, along with key experience bullets: II,, Daedalus Advisory Services • Global project experience in economic development for job growth, new industry creation and catalytic investment identification using key demand drivers and emerging or established industrial or technological trends • Extensive financial modeling experience building custom mixed-income, mixed-use developments Deep understanding of capital stack planning, especially working with project sponsors to secure equity and debt capital New Orleans based with an office in Bethesda, MD Daedalus Advisory Services-2019 Economic Development Consultant Services Dover Kohl & Partners One of the founding members of the Congress of the New Urbanism • World-class visioning and planning expertise for cities, towns and regions Thought leaders in urban planning and making differentiated, sustainable places Based in Miami Beach and well-integrated into planning efforts there Level 1 Analytics • Experts in big data science and analytics(can transform data into meaningful projections using massive data sets) Developed the valuation tool used by the US Federal Reserve post financial crisis to understand how various bank asset portfolios would perform under different economic conditions • Washington, DC based Gallinar Planning and Development • Extensive experience directing physical, environmental and transportation planning efforts for one of the largest cities in the United States Brings nearly 20 years of experience in urban planning, project and program management and real estate development ▪ Recognized expert in sustainable, equitable planning • El Paso based and self-certifies as an MBE KnightConsult • Tourism expert with more than 30 years analyzing tourism data to prepare area-wide plans for tourism Skilled at site-level analysis and able to craft business and operating plans at the asset level as well Washington, DC based Daedalus will lead project oversight and management, economic development and financial modeling.They will establish a standing call schedule for both client discussions and status updates as well as with the wider project team.These calls would review work completed in the prior period, note challenges that need help to solve and verify that next steps and supporting tasks are clear and able to be executed within the agreed upon time frame. As needed, Daedalus would bring in one or more of the teams shown here to add specialist skills, though we envision that Dover Kohl &Partners would likely be involved across all stages of any engagements with the City of Miami Beach. DKP is world-renowned for urban planning and visioning tomorrow's next great places. That's no exaggeration—they are excellent at helping to create sustainable competitive advantage through meaningful physical differentiation. Gallinar Planning and Development(GPD) will lead initiatives that involve government planning, research and outreach, as their principle was the former Planning Head for the City of El Paso. He has extensive experience working with cities and counties and understands how to craft policies that maximize impact. Daedalus Advisory Services-2019 Economic Development Consultant Services Level 1 Analytics would lead any forecasting exercises that involve big data, whether tourism, economics or some other unforeseen need. They are literal world-class experts in performing the types of cutting-edge analysis that are not often found outside of very large technology companies. KnightConsult is a boutique tourism firm that specializes in bringing objective guidance while helping clients to position for careful, intentional growth. Their expertise and leadership would be used during tourism assessments or plans that impact that vertical. Daedalus Advisory Services-2019 13 Economic Development Consultant Services Daedalus Advisory Services Daedalus Daedalus uses local competitive advantages to craft meaningful, inclusive Advisory and sustainable economic development plans around the world. Services Our project types range from large-area to site-speci f plans and Include economic Impact analysis as wed as extensively modeling financial plans That help clients to make good decisions using the light logic and data for thele situations 1 _rxv al -- Competitiveness strategies = meq Ftnencing aneiyaea 4.4 City of Sen Marcos,TX Llarryuen Ctty Regeneration Ran Estimated the economic benefits to the city of at - _ :t,„as Created a mixed approach to funding the adopting a form based code to enhance the •':: development that used land sales,mezzanine city's competitive differentiation debt,leases and government subsides to fund Key lessons Key lessons the initial phases of devebpment Port d Cleveland Redeedopment Plan •Know yO1`aonwetltlon Made a 20 year phased investment to bring •Have a flexible capital Wan Ledorg Courcy Growth Strategy •Identify vale proposition structuring plan life back ito a 100 acretowaterfront area near the •Attract the right investors Designed mulpie specific lly separate entities to •Understand demand city's historic downtown area closely match specific development assets with drivers •Estimate conservatively the timing and magnitude of cashfows from the •Develop a thesis about Anchor-Led Devdcpment,Akan,OH •Have a worst-case asset's saws and leases economic funceons Supported a large scale development plan for financing plan in place •ware the right anchors Alvan,OH that reeked leveraging key anchors •Understand financing gens Ledong Dragons'Bey Development • assurororrs and attracting new residents to the area ,t 5r,ore r-arts,,, Developed a bespoke model of land use,cash Question•Leverage assets for CtlelloittB HIXal g may,Charlotte,NC and pltiarthrophc sauces generation method and development timing to differentiation Supported the client's placerrraking by leveraging refine the urban planner's development location,history and public mission to create and estimates validate a large scale mixed-income,mixed-use Chertgshou Lake Development urban transfomrati in initiative in downtown Developed a unique approach to sequencing Charlotte development for seven separate development City c1homerele(3A zones that used market demand,profit and Developed a three-tiered economic development prices as the triggers for new development approach that targets attracting and retaining activities residents through enhanced economic and retail Numerate Slee Specific FYtendel Models options using existing assets as the foundation For US developers,created complex for growth underwriting models for debt 8 equity raising Worldwide engagements Projects underwritten Unique challenges -_ •United States -United Arab Emirates •Demand constrained environments etaly •Qatar More than •Missing economic linkages •Ethopia •Egypt $13B USD •Unfappedpotential •China Saudi Arabia •Desire for brig term growth strategies •Jordan •bdia •Needs to retain population base What Is sumeastully drtvitg demand What benefits can I expect from a nearby and what gaps remain to be entegy? An exempla of typicalpmJect tunnel shows how we start with data and end with potential In'estmentprtaects •Work with your to understand what you • Evaluate both locally successful areas • Finally we would quantity the potential believe makes your location unique,while (particularly those with recent success benefits of using resources to enhance also analyzing underlying planning and stories)as well as globally successful your area's competitive positioning. legal restrictions,market demand trends, projects e that showcase how best to existing data and other factors to create or better harness demand for long • In many cases,both the long term costs determine the concepts that offer the term economic growth. and benefits can only be estimated at a best potential foundation for economic high level.Case studies can often be growth. •Our core focus is to find market based usefully applied for refining the expected gaps or opportunities that the client can growth potential in such situations. •Very often the results of this effort are a take advantage of,given their own combination of location,established strengths. • Specific financial models are often built brand,history,committed citizenry, for catalytic or anchor projects as well as established businesses or industry teaser documents to help build interest in clusters. the opportunity. • • Daedalus Advisory Services 2325 Manhattan Blvd.Harvey,LA 70058 917 719 6371 infor@daedalusservices.con DaedalusServices.com Daedalus Advisory Services-2019 Economic Development Consultant Services Daedalus Advisory Services linkedin.com/in/spbourgeois SP Bourgeois 917-719-6371 Career summary Economic and financial analysis planning specialist for new investment opportunities globally. Assignments include economic analysis of planned investments,strategic direction setting at the corporate and business unit levels,business case development for new ventures,acquisition due diligence,market and competitor analysis,and quantitative and financial modeling. Industry experience in agriculture,heavy industry,real estate,education,retail,chemicals,paper,direct marketing,water and wastewater,biotech,among others. Have had on the ground assignments in the United States,Italy,Jordan,Egypt,Saudi Arabia,United Arab Emirates,China and Ethiopia. Key skills SCQA/Top-Down Thinking,Economic Analysis and Forecasting,Porter's Diamond,Opportunity Evaluation,Customer Segmentation Analysis,Market Trend Identification and Analysis,Market Attractiveness Evaluation,Market Entry Strategy, Profitability Analysis,Business Case Development,and Financial Modeling(cashflow modeling/valuation) Selected engagements Economic and financial analysis ' Created a far-reaching economic development plan using key demographic,income and employment factors for Thomasville,Georgia's most recent Comprehensive Plan. • Provided the business case and financial analysis for a city-owned portion of undeveloped land in Miami's South Beach neighborhood that preserves land,maximizes social impact and aligns with community interests. Led strategy and financial team's analysis a planned mixed-income,mixed use investment on a city-wide block to determine market segments and the property's highest and best use for the Charlotte Housing Authority. ' Led the financial analysis of a large scale redevelopment plan for two blocks in downtown Charlotte,NC for a range of stakeholders,including the Charlotte Housing Authority,City of Charlotte,Mecklenburg County,Bank of America and Charlotte-Mecklenburg Library. Led the economic development efforts for a new city in China,as well as two different large area tourism developments; these engagements required extensive economic analysis,financial modeling and corporate strategy for selected catalytic projects intended to anchor each investment. ' Provided the business case for multiple new investments in China,including demographic analysis,target market purchasing power quantification,investor identification,global and local trends,competitor identification and phased delivery options. • Evaluated the market opportunity of a potential acquisition in the industrial water space for a Fortune 500 client and recommended against a costly expansion with a low probability of success. • Evaluated the market opportunity of a potential acquisition in the direct marketing space for one of the UK's largest marketing firms that focused on emerging industry threats and long term supportive revenue factors. ' Produced a market and management evaluation of a potential acquisition in the global water EPC space for a foreign buyer that recommended a 20%discount to the asking price based on in person diligence of the target in Italy. • Performed a comparative study of national investment policies to support the country of Jordan's national investment strategy and 30 investment opportunities determined by a complex demand-led market-facing evaluation process. ' Worked with the CEO of a fast growing bio-tech company on its corporate roadmap and financial strategy. • Performed the economic and financial analysis for US market entry plans of water industry companies in Australia (through the national water industry association there)with distinct market entry challenges.Interesting engagements included: Daedalus Advisory Services-2019 15 Economic Development Consultant Services Daedalus Advisory Services linkedin.com/in/spbourgeois SP Bourgeois 917-719-6371 • Working with the CEO and COO of an innovative and award winning recycling shower company to understand the US market and distribution alternatives so that a concrete go-to-market plan could be created o Working with a publicly-traded water engineering company to identify potential acquisition targets o Working with the academics who founded an interesting water treatment technology to enter the US market by limiting their focus to specific,high target areas Built the business case and business plan for a joint venture sovereign wealth fund in the Middle East targeted at$1 B USD in capital to invest in the two countries • Designed a carve-out strategy for an African pharmaceutical company to move its real estate assets into a listed company,with revenues used to fund new market entry across other parts of Africa[still under consideration] " Designed seven new ventures'business and market entry plans for a family office to enter the real estate industry across multiple geographies that balanced delicate family and management dynamics.This effort required not only strategy, but operating plans and process flows for the new entities,as indicative hiring guidelines for key senior roles. Quantitative research&modeling o Regularly create area-wide economic models that cover the demographics,employment,consumption and transportation characteristics of proposed investments o Developed many bespoke multi-factor quantitative models for investment or market entry attractiveness o Created economic demand models supporting large-scale real estate and broad economic developments • Built full three-statement financial models for valuation or financial analyses for engagements in multiple industries Employment Daedalus Services Owner/Strategy Advisor 2012-Present Daedalus provides growth strategy and corporate development services to clients globally. PA Consulting Group/ Tetratech Principle Consultant,Emerging Market Strategy 2006-2012 PA Consulting Group is a London-based,global management and technology consulting company.Tetra Tech,a publicly-traded services company,bought my unit from PA Consulting Group in September 2010. Fannie Mae Internal Consultant,Finance and Portfolio Strategy 2004-2006 Fannie Mae is the world's largest producer and purchaser of secondary market mortgage securities. Education Degrees MBA American University,Strategy and Finance,2004 MTS Harvard University,World Religions,2001 BA Hampden-Sydney College,Philosophy and Religion,1998 Study abroad The American University in Cairo,Egypt(1996-7) St Andrews University,UK(1997) Seminars Financial modeling,Investment Banking Institute,2009 Advanced financial modeling,Urban Land Institute,2009 Business development services,Springfield Centre,2003 Daedalus Advisory Services-2019 16 Economic Development Consultant Services Daedalus Advisory Services amitttdaedalusservices.com Amit R. Dalai 240-481-0491 Career summary Economic and market analysis specialist for utility and town infrastructure,and related new investment opportunities globally. Assignments include economic analysis of project investments,strategic direction setting at the corporate and business unit levels,business case development,acquisition due diligence,market and competitor analysis,and quantitative and financial modeling. 25+year industry experience in agriculture,energy,transport,real estate,water and wastewater,and emerging ICT. International experience includes UK,Germany,Mexico,Canada,Italy,Jordan,Egypt,Morocco,Jordan, Saudi Arabia,United Arab Emirates,India,South and SE Asia,Japan and Korea. Key skills Program management,SCQA/Top-Down Thinking,Economic Analysis and Forecasting,Porter's Diamond, Opportunity Evaluation,Customer Segmentation Analysis,Market Trend Identification and Analysis,Market Attractiveness Evaluation,Market Entry Strategy,Profitability Analysis,Business Case Development,and Financial Modeling(cashflow modeling/valuation),OEM and other partnership development,real estate driven capital raising. Selected engagements Economic,Market and Financial analysis " Water Design Build Council,Annapolis,MD. Conducted detailed market assessment,top 100 utility survey for design-build delivery method for projects in water/water waste water sector in the US. Evaluated value drivers,project plans and direct contacts with project planners. o City of Thomasville,GA. Evaluated development options based on demographic,income and employment factors for the city's Comprehensive Plan. o Port of Cleveland,OH. For the CFO's office,led a US-Dutch team to conduct a market assessment and financial/commercial feasibility for a 5.5 acre plot near port operations. • Charlotte Housing Authority,Charlotte,NC. Supported the investment planning and strategy for a $250M public-private partnership in downtown Charlotte,NC to transform an empty block into a mixed- income,mixed-use development that aims to leverage the client's asset into sustainable revenue streams to support its mission. o Flovac USA,Houston,Texas. For this vacuum sewer valve maker and IOT monitoring based provider, conducted detailed market assessment for demand and value drivers at municipalities in FL,TX,MD,VA and the Carolinas.Developed partnership prospects,demonstration projects and developed teams to work with individual municipal and utility prospects. o Observant USA,Novato,California. For this fully integrated farm information management platform company,Amit leads the energy demand response program offering based on large scale irrigation pump control and automation according to the OpenADR protocol.He also worked on the business processes for each of the main market channels. o Project lead,Jordan Investment Board and MoICT. Performed a screening study to identify top 10 opportunities in ICT investments with existing IT companies interests. Conducted detailed feasibility studies for each business,including partnership opportunities. Daedalus Advisory Services-2019 17 Economic Development Consultant Services Daedalus Advisory Services amit@daedalusservices.com Amit R. Dalal 240-481-0491 o Project Manager,Investment Promotion for the Jordan Investment Board,Amman,Jordan. For this investment promotion strategy,Amit co-lead the development of a series of interventions,including a macro-economic assessment,a sector prioritization tool, industry and selection of seventy five project ideas that would serve as service and infrastructure models for policy makers. These seventy five ideas were then developed into pre-feasibilities for investors.Each pre-feasibility consisted of a concise 30 page report,that include results from a project appraisal model that derived key financial metrics of project IRR and NPV for each investment.Customized research for each business plan was conducted using Jordan specific data and insights.JIB has now internalized many of the processes and has successfully distributed business plans to over a 100 investors and some 19 of these plans,worth US$140M are under active development. Market research&modeling o Regularly create area-wide economic models that cover the demographics,employment,consumption and transportation characteristics of proposed investments o Developed many bespoke multi-factor quantitative models for investment or market entry attractiveness ° Created economic demand models supporting large-scale real estate and broad economic developments, including as part of PPP's Employment 2014 onwards Managing Director,Daedalus Services,Washington,DC 2010-2013 Director,Tetra Tech ES,Inc. Arlington,VA 2000-2010 Managing Consultant,PA Consulting Group,Arlington,VA 1990-2000 Hagler Bailly,Inc. Senior Associate and Manager,Washington,DC 1986-1990 Meta Systems,Inc,Cambridge,MA Education Degrees • B.S,Chemical Engineering University of Wisconsin-Madison Certificate in Environmental Management,MIT Publications 1. Wind Futures in Asia,Asian Development Bank,GWEC, USAID,SARI/Energy,Manila, Philippines,2012. 2. Surviving and Thriving,PA Consulting Multi-Client Report,2010. 3. Energy Security Report,Policy and Market Options to Increase Adoption of On-Grid Renewable Energy in SARI Energy Countries,U.S.Agency for International Development,2010. 4. Improving Power Distribution Company Operations to Accelerate Power Sector Reform,USAID Office of Infrastructure and Engineering,2008. 5. Mobilizing Private Capital for the Power Sector:Experience in Asia and Latin America,The World Bank, 1991. Daedalus Advisory Services-2019 18 Economic Development Consultant Services Dover Kohl& Partners STRATEGY FOR A This section contains a summary of our firm's SUCCESSFUL VISION PLAN unique experience and qualifications. 1. Provide for community DOVER, KOHL & PARTNERS participation by using a sown planning Charrette. Dover,Kohl& Partners is best known for detailed 2. Promote participation by master plans, public design charrettes, and private developers, business illustrative codes that emphasize complete owners, and property owners in addition to the general neighborhoods as the basis for sound public, and neighborhood communities. Our experience. spanning more than 28 years,has led to a unique understanding and interest groups. of the potential challenges facing new 3. Scrutinize the physical development and the iciest sc o4ns utilized environment, the in peer communities. Dover-Kohl's portfolio transportation systems, and includes examples of inn or redevelopment of the economic potential for a single city block, as well as master plans that new mixed-use, commercial, cover thousands of acres. civic, and housing opportunities. While each project is different, our experience 4. Create and refine the plan has been that maintaining qualify urban design. on site. Community access using a collaborative multidisciplinary approach, and creating detailed implementation tools ore to the work-in-progress helps steer the project and yields the keys to success. better results. Dover, Kohl & Partners is focused on revitalizing 5. Create a plan detailing the traditional towns. growing authentic rev community's vision and neighborhoods and fbring sprawl—by design Our implementation strategy that Master Plans emphasize complete neighborhoods works for both the short- and as the basis for sound communities. long-term. Dover-Kohi's experience includes a national and 6. Encourage the media to international portfolio of work.The c omnrion thread publish and promote the artidng ad of our projects is our holistic approach effort. to community building. We plan for compact. 7. Demonstrate ways to begin complete settlements that include a mix of uses positive change in the short- and dwelling types, an interconnected network term and sustain it in the of walkable streets, transit-oriented and transit- long-term, ready neighborhoods, special sites reserved for civic buidings and open spaces, and budding 8. Reform the land development forms and architecture that reinforce the unique regulations to ensure and character of the place. Often our projects have encourage the desired revealed potential in overlooked real estate and results. have helped to challenge outdated zoning or transportation policies. Daedalus Advisory Services-2019 19 Economic Development Consultant Services Dover Kohl & Partners Jason King,Alco, CNu A Principal,Senior Project Director Jason has extensive exoerFence with smart gtowth,corrorenensrve planning,new comnrunties and form-based codes.Its previous experience as a municipal earner assists in the creation of success. ful,effective pears and codes.Jason leads protects across the country through to implementation, and has particpated in over SO design and comprehensive plan charrettes worldwide. SEYEN50,THE PROSPERITY PIAN FOR SOUTHEAST FLORIDA,2012 2014 Seven50 is the plan for the seven counties et Southeast Ronda for the next fifty years.The region ✓"'. .4 ati4 includes 121 municipalities and over six million people.Plan creation involved over 5,000 people par- tiotatng in a series of regional summits and local workshops and over one million peopfe via an in- teractwe website with urine weekly polls,a scenario modeler,social media,discussion forums,and a regional data warehouse.Jason led a fifteen-firm,muttidisaplinary coutsultant team as it worked closely with local universities and regional planning rounds,the Florida Department of Transporta- tion,and a 200-member public and private partnership.Jason was prinapal author of the Seven50 Prosperity Report Seven50 was funded by the US Office of Sustainable Housing and Communities and was featured on,Nationati'Ratite Radio and in The New Yam rtrws- } Ei PASO COMPREHENSIVE PLAN,El Paso,Texas,20102012 \faster of Community Plating(MCP) Jason headed the Plan El Paso planning initiative which involved mtirbple charettes and a malt! Bachelor of Arts in En (BA) disciplinary team which worked with residents,stakeholders,and officials from the City,state and UNIVERSITY OF RHODE ISLAND Fort Bliss Army Base,to create the El Paso's overarching poi icy document.The plan was unanimously South Kingston,erode Island approved by the El Paso City Comet and was awarded a 2011 National Award fo Smart Growth Excellence by the US Environmental Protection Agency.Jason advises plan impiementation which Professional Experience involves capital projects,land development policy,TOO development,and the farm-based coding of Town Planner,2006 to present large sections of the City. DOVER,KOHL&PARTNERS BRAOENTON FORM BASED COOE,Bradenton,Florida,2011 Coral Gables,Florida The form-based code provides a regulatory framework to achieve density,walkability,and transit Senior Planar,2004 2006 readiness,n Bradenton's core and central mergtoorhoods. Saistainabeity permeates the document moNR0E.COUNTY PlANNING DPPARTTJE:NT and mandates or provides incentives for eco-friendly building and planning at many dfferert scales, Monroe County,Florida Keys Florida from the corridor and neighsorhood to construcion details- Jason headed the Transect gaming for the SmartCode based code which received a Driehaus Form-Based Codes Award in 2012 Assistant Plainer, 02-2004 WASHINGTON COUNTY HAMMOND COMPREHENSIVE MASTER PLAN,Hammond,Louisiana,2009 • Hopkinton and Richmond,Rhadeisland As Project Director Jason headed the planning team as it worked with residents to identify the prn aples of quality design and efficiency present in the City's most values places and discuss how those elements could be applied to newly developing areas of the City.Local goals correlated closely with Affiliations statewide goats:citizens seek to create enduring places that succeed economically while also contrD- Certified by the American Institute of taring to a high quality of life.The plan was adopted by the City in 2011 and implementation d underway. Certified Planners(AICP) PROSPECTS FOR SOUTHEAST LEE COUNTY(DR/GR PLANT,Lee County,Fonda,2008 Accredited Member.,Congress for the As Protect Director for the Lee Canty Density Redua ho+UGraundwater Resource Initiative shirt n New Urbanism(CNlf A) volved a 150 square mile region of southeast Lee County.Jason led a planning effort that involved Certified Charrette Planer. detailed e000gcal mapoing,surface and groundwater modeling,traffic enact evaluation,multiple and National Charrette Institute use studies,a transferase development nghts program,torn based•oding for new communities and implementing amendments to the County's Comprehensive Plan and Land Development Regulations. The Plan received an award from 1,000 Friends of Florda,a Fonda APA Protect Award(20091 a CNU APA National Conference,'Form-Based Charter Award of Excellence(2010),and a Driehaus Farm-Based Codes Award(2011). Codes 10+Years Later,2012 MASTER PLANNING&CODING,Montgomery,Alabama,2007 CNU 19 National Congress:"Today's Best Jason served as Town Planner and later as Project Director for the Downtown Plan,where he has fo Form-Based Codes',2011 cused efforts on plan implementation.He has worked closely with the Planning Department through Florida Department of Community Affairs. out the impiensentation process,assisting:n the review of new development and leafing design iris "Comprehensive Planning for the plententation workshops for the City.Since the Downtown Plan Jason has led five addtiona master 21st Century",2010 plan and coding c iarrettes in the City.In 2008 the Downtown Ptan received an Outstanding Planing Alabama Pubic Works Conference: Award from the Alabama Chapter of the American Planning Association. "Public Works&Civic Art",2009 P"w, FAPA Annual Conference:"Protection New raiin St Acme,KM/.2013 Sersitme Habitat n theRonda keys.,2005 A Legal Gude to Urban s Sustainable Dere k:lame t for Planners,Devet uwo&kcmtecct.Stone,2008 Form-based Cores,Parolek,2008 SuxJavtane urtarnsm,Farr,2008 The SmartCade Saurian to Sprawl,Emerson,2007 Daedalus Advisory Services-2019 20 Economic Development Consultant Services L 1 Analytics ID Ia . Analytics "iiiiiili , 4 Ali" el*tillb ,e,s, / ." 4110, ,, , ' tIO 1 DATA SCIENCE EXPERTISE COMBINED S1A m°rt^ tvr WITH ANALYTICS INNOVATION Data is the core of all we do:ingest, transform,govern,cleanse.encrypt., " enhance and calculate. We extract Li Analytics creates decision Li Analytics has the experience knowledge and insights from data a4ii, making tools to solve today's most needed to transform 'Big Data' raw material v, daunting business challenges.We impediments into "Big Compute" combine an array of expertise to solutions. We develop advanced develop tools that engage, data science architecture designed We are experts at applied mach earning.turning real-world problemscf, enlighten and empower. Our work for scalability and interoperability. into actionable models across multip , is multi-disciplinary and covers the Behind every dataset is a story domains:.,«»s spectrum of data science waiting to be told. Through applications. From creating and advanced data science, machine T•. managing datasets of virtually any learning techniques and the ability We design for scale and incremental size and format, to generating to compute at scale,L1 Analytics change as first p nciples. Our :' machine learning models that unlocks the hidden narrative development philosophy Clallenges"' inform,Lt Analytics is building real enabling insights,decision making to push evolutionary change while wringing impediments to scale from ou world solutions. and operational efficiency. architecture. r-- CONTACT:GENE SWANZEY GSWANZEY@LONEANALYTICS.COM - - WWW.LONEANALYTICS.COM Daedalus Advisory Services-2019 Economic Development Consultant Services L 1 Analytics George has over 25 years of experience innovating at the GEORGE COLCLOUGH intersection of data science, systems architecture, predictive analytics, financial modeling and engineering. Expertise: He has led teams across the financial services sector and •Data science has successfully completed engagements for a variety of •Cloud computing financial institutions and agencies in the public and private •Machine learning sectors. •Predictive analytics •Financial modeling George has held positions as the lead architect for a •Software development predictive analytics development company and as the Head of Quantitative Analytics for a publicly traded Technical skills: investment company. He has designed and implemented hybrid and full cloud computing environments designed to •C++, Node.js, C# compute at scale, across multiple domains. George has • Python, R, SAS also developed various predictive financial models used •AWS,Azure by large financial institutions including audit firms, national •SQL and No SQL DBs banks, central banks and a multitude of federal agencies. •Graph DB systems George has an MA in Applied Economics from the Johns Hopkins University and a BS in Mathematics from the University of South Carolina. Daedalus Advisory Services-2019 22 Economic Development Consultant Services L 1 Analytics Hiro has over 15 years of experience specializing in HIRO HIKAWA, Ph.D. machine learning and data science applied in a wide variety of domain areas, including finance, marketing, Expertise: cyber security, policy analysis, etc. His expertise as a data scientist includes the development and application of •Data science cutting-edge machine learning algorithms and their •Machine learning implementation in client facing end-to-end software •Predictive analytics systems. •Cloud computing •Financial modeling Hiro has built machine learning algorithms used by various clients, including major financial institutions in the U.S. Technical skills: Those algorithms include an automated valuation model to value residential real estate properties, picture image •Python, SAS, R recognition and classification algorithms, and anomaly •C/C++, c# detection models to identify potentially fraudulent •SQL activities,to name a few. His prior experience also •AWS,Azure includes various model validation and auditing projects to evaluate the soundness of predictive and machine learning models developed by various institutions. Hiro guides the development of cutting-edge machine learning algorithms and their implementation using cloud computing technologies, such as Amazon Web Services (AWS)and Microsoft Azure. Hiro has a Ph.D. in Statistics from the George Washington University. Daedalus Advisory Services-2019 23 Economic Development Consultant Services Gallinar Planning and Development a roar planning a ,evelopment An Urban Planning&Community Development Consulting Firm 1 1 Mission Statement Using thoughtful urban planning approaches and people-based community development initiatives,Gallinar Planning&Development,LLC(GPD)aims to boost the quality of life of citizens by improving the neighborhoods,cities,and regions we live in by enhancing and sustaining the built and natural environments in which people live,work,and thrive. With nearly 20 years experience Gallinar Planning & Development is an El Paso, Texas based urban plan- ning and community development firm specializing in working with diverse populations and communi- ties. Combining passion with experience, GPD takes a holistic planning focus to improving neighbor- hoods,cities,and regions while finding the right balance of land use and urban planning approaches for our clients. Working with a broad range of communities including, residents, elected officials, and private and public sectors, GPD ensures that services rendered will result in an improved quality of life for all residents. At Gallinar Planning & Development we believe that integrity, intelligence, passion, and principled hard work on behalf of our clients will lead to successful urban planning and community development prod- ucts. By utilizing existing intellectual capacities, experience/historical anecdotes, client resources/in- put, and cutting-edge technology, communities and organizations that before, were not able to compete in a globalized economy, can now attain the knowledge to move their projects forward with great success. SELECT PROJECTS MAGOFFIN PARK VILLAS: This $8 million project Connecting El Paso: Serving as a comprehensive was the first mixed-used, mixed-income housing/re- document that includes several Transit-Oriented Devel- tail development in El Paso. It was fi also the first large opment areas and recommendations for the implemen- tation of the city's Bus ect in over 30 Rapid Transit system, U years in down Connecting El Paso town. With 91 won the 2012 EPA 4 t l� r ^- 71U-family award for Best Smart � 2 8 mu d — units, a pock- Growth Achieve- et ark, and ,,,, �_ P ment. The process - 2,000 square involved thousands feet of retail, Magoffin Park Villas is one of the pre- of residents and multiple governmental entities and miere housing developments currently in the market. has resulted in the construction of two BRT corridors. SERVICES OFFERED Urban Planning: Community Development: Comprehensive Plans Community&Neighborhood Revitalization Strategies Regional Master Plans Program Design&Implementation Land Use Planning&Site Plan Development Participatory Planning&Community Design Workshops Zoning Regulations&Development Entitlements Community Building&Organizing Urban Design Community Economic Development Form Based Codes Capacity Building Technical Assistance for Nonprofits Geographic Information Systems Data&Research Housing Studies&Plans Project Development,Management,&Implementation Pre-Construction Services 1427 Hawthorne Street,El Paso,Texas 79902 915.346.6586 www.gallinar-planning.com Daedalus Advisory Services-2019 24 Economic Development Consultant Services Gallinar Planning and Development gall) r Carlos Gallinar, AICP, CNU-A ii3r, nJYY� 1LL�rU Owner & Founder / IP 1 Carlos Gallinar has nearly twenty years of experience in the areas of community development,urban planning and design,project and program management,and real estate development. This diverse practice spans the public,private,and nonprofit sectors and'includes projects throuhgout the United State. His goal is to make regions and neighborhoods more resilient and prosperous through the cre- t, ation of healthier and economically diverse communities. Carlos's professional and community service experiences involve the improvements to neighborhoods and regions by increasing the quality of life of residents through a more sustainable and healthier built- environment. This includes directing,managing,and implementing multi-faceted projects including downtown redevelopment,multi-family developments,neighborhood revitalization strategies,and fir' community master planning. Prior to founding GPD in 2015,Carlos served as the planning director for the City of El Paso,Texas, v � " ' the 20th largest city in the United States,where he managed one of the country's most ambitious sus- A(fltainable development initiatives. His goal is to make regions and neighborhoods more resilient and prosperous through the creation of healthier and economically diverse communities. EDUCATION Experience&Projects(Selected List) Rutgers University Master of City&Regional Planning Viva Laredo,City of Laredo,Texas:Comprehensive Plan University of Texas at El Paso Responsible for writing the Housing Element portion of Laredo's comprehensive plan.Researched and Bachelor of Arts Degree presented various options for the city to create affordable housing opportunities and expand market driven housing choices. Participated in charrettes and various stakeholder meetings.Plan was unani- PROFESSIONAL AFFILIATIONS: mously adopted by the city plan commision and the mayor and council. American Institute of Certified Connecting El Paso/ASARCO Land Planning Planers(AICP) Carlos oversaw a group of nationally recognized architects,urban designers,economists,and engineers to develop a masterplan for a large area of the city that included a 450-acre brownfield area formerly Congress for the New Urbanism occupied by the American Smelter and Refining Company. The process included extensive citizen -Accredited(CNU-A) participation through a charrette,stakeholder meetings,and a project website. Several detailed rede- . velopment scenarios were created for the site and the city council of El Paso unanimously adopted the SERVICE plan. The site was also rezoned from industrial zoning to a SmartCode,which is a form-based code. Connecting El Paso also included three transit-oriented station area plans,all of which are currently Fellow,Paso del Norte Health being serviced through the city's Bus Rapid Transit system. Carlos was also the lead author of a$10 Foundation,REALIZE Leadership million TIGER grant for a BAT station. Program 2013-2014 La Fe Community Development Corporation Advisory Member, Texas Health Quality of life issues such as affordable housing,education,workforce development,and urban Institute,Health in all Policies,2013 planning initiatives at the neighborhood and regional levels were addressed through Carlos's work at La Fe CDC. During a five-year span he developed,implemented,and managed several city-wide Chairman,City Plan Commission, programs. For example,the creation of the La Fe Preparatory Charter School,an elementary school El Paso,Texas,2009 designed to successfully increase the educational attainment of Segundo Barrio(the fourth poor- est zip code in the country)children;the La Fe Youthbuild Academy,a comprehensive educational, Commissioner, City Plan Commi- construction workforce development,and leadership building program for at-risk young men and ssion,El Paso,Texas,2005-2009 women who did not complete a high school education. Fellow,Creative Cities Leadership Universityof Texas at El Paso Program,Richard Florida Creative Group,2006-2007 Lecturer,teaching the fist class at the UTEP focused on health and sustainability,"Health&The Environment:Planning for Sustainability;through the College of Health Sciences. AWARDS Presentations&Lectures(Selected List) 2016 Young Alumni Award Rutgers University,Bloustein School Creating Placed-Based Economic Development,Big City Planning Directors Institute,Lincoln Land of Planning&Public Policy Institute. Cambridge,Massachusetts:October 2015. Charter Award,Congress for the The Bridge as Civic Space,TEDx El Paso,El Paso,Texas:September 2013. New Urbanism,2015 Planning for Health&Sustainability,New Partners for Smart Growth National Conference. Kansas City,Kansas:February 2013. National Award for Smart Growth Achievement,U.S.EPA,2011 Daedalus Advisory Services-2019 25 Economic Development Consultant Services KnightConsult �'►,• KnightConsult LLC ®m80 k n gMConsuiILLC corn jR. ar +� Home. e._o destinations wit Capabilities• •` " ° �i�s gait &practicality Private Sector► I' re.1, Public Sector► -r t En Espanol. it Capabilities & Background Whether guiding a multi-disciplinary team of experts,or serving solo as feasibility specialist or destination adviser,Manuel Knight works with flexibility and commitment.His work commonly meshes with that of architects,regional planners,urbanists,and at times archeologists and anthropologists.Key services include: • for the property developer.Feasibility Studies&due diligence for projects seeking long term finance • for investment banks and clients: Real Estate Valuations of hotels, resorts, convention centers and related facilities as support for transactions and litigation proceedings • for development agencies: Tourism Advisory Services for tourism ministries and destination organizations,such as SWOT and value chain analysis and regional development potentials • for the tourism chamber. Destination Development Strategies for product development, market positioning Sr institutional strengthening • for park planners:Sensitive development approaches for tourism infrastructure Sr services in protected lands,in cultural heritage districts&adaptive reuse of buildings • for airport authorities:Analysis of commercial airline industry and traffic potentials for commercial airport development&expansion projects The field of tourism planning and development can be bewildering because of its umbrella character that 14 encompasses destination management frameworks, community development, SME finance, protected areas management,urban revitalization,asset sales and leasing a/r .,.it to name a few fields.Manuel can quickly determine the relevance of such concepts in any given case,apply them coherently and minimize the misconceptions that often burden dialogs. For development agencies,he can define scopes of work • documents and project background materials for , a,�: * 4° procurements dealing with tourism-oriented regional ' -- development in emerging markets. Downstream he can design evaluation schemes and serve as program observer or juror. He has worked with the Equator Principles, the environmental benchmark many financial institutions espouse for their projects.And in 2011 he lectured a UNWTO THEMIS class in Caribbean hotel investment trends. Daedalus Advisory Services-2019 26 Economic Development Consultant Services KnightConsult Manuel L. Knight Tourism Sector Planner & Senior Adviser ,, " Email: mk( KnightConsultLLC.com Firm: KnightConsult LLC, Washington DC Phone +1 202 285-1080 39 Years of experience Mr. Knight has nearly four decades of international experience in the field of • Feasibility studies& physical planning and development for all kinds of tourism projects with due diligence specialties in market&financial feasibility studies,master planning and • Tourism advisory development of entire destinations both new and ancient. He has conducted • Destination assignments in over 70 countries and is intimately familiar with investment development strategies conditions and risks in developing economies.As an independent practitioner • Real estate valuations with no links to any development agency or investment group, he brings a Additional expertise totally objective perspective to any assignment.Through positions in US, UK, • Investment advisory French and Japanese firms his experience serving various development • Cultural heritage agencies and commercial property developers, in many different cross-cultural • Airport development environments, is vast. In the private sector he serves property developers and hotel companies on due diligence assignments and property valuations, and Qualifications prepares master plans and action plans for entire travel destinations. For • MA Economics 1987 instance he has assessed hotels as large as 1,950 rooms[Marriott Times Univ.of Maryland,USA Square NY], airports as large as Osaka's Kansai International Airport, and • Certificate Real Estate Appraisal 1982 NYU jungle lodges and country inns as small as 15 rooms. Has also prepared expert • Postgrad Dipl Tourism testimony for litigation cases involving hotel, resort and casino properties. Management, 1973 Surrey University,UK In the public sector he has joined numerous master planning and strategic Past employment sector planning teams and also serves as independent advisor reporting to ministries of tourism or financial institutions. In destination work he has • PA Consulting Group, Washington DC performed various tasks for places like: old Jerusalem&Bethlehem,the Mayan • Nippon Koei Co.Ltd., Trail,a slave port on the Gulf of Guinea, biblical Damascus and the painted Tokyo desert of Lawrence of Arabia. He serves as team leader for tourism studies, • Pannell Kerr Forster and as tourism expert for various types of regional development plans and Consulting,New York infrastructure master plans.As economist he reshapes projects to boost their • SODETEG socio-economic impacts for local populations.Fluent in Spanish and French Engineering,Paris with basic Portuguese; US citizenship. Daedalus Advisory Services-2019 Economic Development Consultant Services Daedalus Advisory Services-2019 28 Economic Development Consultant Services 3 - Approach and Methodology Overview We approach economic development from a competitive advantage point of view. In simple terms, this approach evaluates how to best position what you have for economic advantage, particularly as it relates to competitive pressures. We envision our work as helping to answer a set of common questions about why a person, business or visitor would choose to visit Miami Beach versus any other place. To the extent that we can assemble a compelling answer that attracts and retains these groups, we will have succeeded in defining a viable economic development strategy. Before discussing details of our approach in each of the listed services, it is worth noting a few general points about economic development research. The first observation is that a substantial portion of economic development analysis is structurally similar and is taught in most business schools across the country.The second observation is that insight and creativity is very difficult to teach and while it can be stated in marketing literature, it is less often found than claimed. Finally, much of the underlying data and tools that would be used in the various assessments are available online or by subscription and so only bespoke survey work, data collection or custom-built tools would be truly differentiating in that regard. Since we have experience in primary data sourcing methods that range from flash surveys, to intercepts to executive interviewing, we understand the limitations and possibilities of matching desired goals with appropriate research budgets and methods. Additionally, we understand how best to scrape social media hashtags and keywords to build data dashboards around various measures relatively easily. Our team's deep roots in management consulting and economic planning for cities, regions and even countries mean that we bring both micro-level project modeling skills that apply to a specific business and macro-level analysis skills that apply to industries and market opportunity identifications. Details of our approach We describe a general approach to services below, with a focus on how we can add insights that are unlikely to be found in other firm's offerings. Economic Development Strategic Plans A real strategy should reflect tradeoffs that an organization should make to allow for focusing scarce resources on achieving a goal. Often, though, what passes for an economic development strategy is really just lists of tasks to be executed. We tend to be purists here: setting a vision of what you want to achieve, understanding what goals would support that vision and what assets exist in the local environment that could form the basis for a meaningful long-term competitive advantage are all central to our approach. We tend to build a three pillared approach to our strategies that involve: 1) getting the economic foundations right, 2)enhancing or expanding existing assets to drive incremental growth along known avenues, and 3)developing new assets, skills or experiences that can take advantage of the enhancements made in Pillar 1, provide linkages to Pillar 2, but generate new opportunities for entrepreneurship, employment and investment in the local environment by taking advantage of untapped potential. As a standard part of our process, we would engage stakeholders both as sounding boards for the ideas and critics of what is developed.The stakeholders tend to be drawn from government, local residents, non-profits and businesses to provide their expectations, fears and ideas to build a resilient and publicly acceptable plan. Daedalus Advisory Services-2019 29 Economic Development Consultant Services Benchmarking The goal of any benchmarking exercise is to establish a competitor group to use as an external evaluation guide to the target to be measured.The effectiveness of the benchmarking exercise is often a case of verifying that the comparator set is appropriate and that what is being measured has reliability. For example, a tourism competitor set for Miami Beach would conceptually include those areas with existing large-scale tourism flows, a waterfront/beach component, strong national branding and an established lifestyle halo. Using the comparators identified in the prior step, you could then create a series of measures that look backwards using historical data and forwards using projected data. While simple assessment tools can be used for this purpose, the cutting edge of evaluation here is to use big data and data analytics to take in and digest incredibly large amounts of data to create smart and accurate dashboards that do more than report on what has happened, but also give insights into what is likely. The focus on future directed potential would be to direct resources where former strengths are declining or new opportunities emerging. Competitive Assessments Similarly to benchmarking, a competitive assessment seeks to compare a city, industry or business against a competitor set. The issues that tend to differentiate an effective from a non-effective competitive assessment include: establishing meaningful measures of competitive advantage, setting appropriate competitors and being careful to tease out external environmental influences from inherent advantages. We would review relevant data to understand historical trends, as well as conduct targeted interviews or larger scale surveys to understand how the market is evolving. Because consumer, technology and other trends can rapidly erode advantages or create new opportunities, the goal of competitive assessments is often to identify weaknesses in competitor offerings that the target is better placed to take advantage of. Asset-Based Economic Development Leveraging existing assets for economic development is a strategy that (rightly) recognizes that what exists will have opportunities to expand what works, improve what doesn't and create additional linkages that have the potential to help the asset drive additional growth. Even in cases when an area has not developed well or is in economic decline, it often makes sense to examine what exists as a core around which economic activity can be planned. We do not follow a cookie-cutter approach for asset based economic development, but rather recognize this approach as good practice for any economic development strategy. In practice, we have begun with asset mapping to identify what exists and could be developed as well as explored local areas looking for under-utilized opportunities that may never have come up in traditional asset mapping exercises (which assume that all assets are known and can be identified). As an example of unconventional thinking in this vein, we worked in China in an area with land subsidence problems from long term coal mining. Where the mines collapsed, locals saw water filled holes. We were able, however, to create concepts for outdoor activities and recreation where none existed previously.These suggestions would have also brought land back into commerce and economic activity into an area in steep decline. Another example where we leveraged existing assets was again in China, but this time in a very large manmade lake that the local government wanted to redevelop for tourism purposes.The Daedalus Advisory Services -2019 Economic De v'lonment Consultant Services area had a large number of islands with orange groves on them and orange groves spread around the lake's perimeter. We integrated the oranges into the area's tourism plans through citrus trails that raised visitor awareness of the fruit's importance, as well as creating plans to produce and sell locally sourced citrus products in the hotels and shops, saving employment in the citrus groves, expanding economic opportunities around them and increasing the value of the produce beyond immediate edible consumption. Sustainable Development Sustainability in economic development can be used to describe its environmental, social or financial relationships (often all three). The core concept is that what makes an economic development plan sustainable is that it is balanced, does not take away from its operating context and can be continued into the future without causing negative externalities on people, the environment or supporting funding sources. Ideally, the sustainability of the economic initiatives creates a world that functions better, with a healthier, cleaner environment, with wide employment access that does not require subsidies forever into the future to function. Like asset based economic development, we approach sustainability as a core principle of well- designed economic planning rather than a task-based item to be completed. To assure that any economic development plan we were crafting were in fact sustainable, we would first verify the context and intended meaning on sustainability, and work with stakeholders to refine measurement goals that could be integrated into the plan. We would further verify that no aspect of our intended plan would be working against the identified sustainability goals and would instead enhance them. The most commonly cited sustainable economic development initiatives tend to revolve around the concept of creating or expanding businesses and employment engaged in "green" businesses. Since there is no standard definition of what counts as green, the core idea worth focusing on is that economic growth can leverage existing companies working in or on environmental issues to support cluster development(which tends to increase the financial viability of the individual members of the cluster when direct linkages exist)while also attracting new firms and suppliers to it. University and corporate partnerships to create project test beds or applied research sites can also help to create living laboratories that may, along with innovation funds, attract entrepreneurs to the area. Our approach to sustainable development would include stakeholder mapping, value chain or supply chain analysis(when needed)to understand the depth of the existing business community at various parts of the vale chain, standard business analytics and dashboarding to understand the health of the industry (using measures of employment, overall turnover, business sentiment, etc.).These tools would be used together with our standard toolkit to evaluate and plan for additional growth in the vertical. SWOT Analyses The standard Strength Weakness Opportunities Threats (SWOT) analysis is a good tool for brainstorming and creating Strength(S), Weakness(W), Opportunity(0)and Threat(T)category level insights, with the SW categories being internally focused and OW ones being used for trends and activities outside of the organization. But a SWOT by its often not a guide to action or next steps. The intersection of these categories, however, in the form of a TOWS analysis does just this: it analyzes each SWOT category against each other one to build an actual strategy. The intersection of the strength and opportunities categories,for example, will tell us what aspects of Miami Beach's current economic offerings are best placed to meet existing and Daedalus Advisory Services-2019 Economic Development Consultant Services projected market opportunities.These can be fast tracked and can form the core of the initial implementation plan. The intersection of the weaknesses and threats will show where longer term actions are needed to close gaps in the tourism product offer given competitive threats to the city's economic base. The remaining two quadrants provide additional guidance to the plan regarding using existing strengths to defend against threats or to close weaknesses that prevent fully taking advantage of market opportunities. As with the visioning work, the interim results of this exercise can be explained in public forums, where stakeholder and citizen concerns will continue to refine it until the strategy reflects a shared broad-based consensus. If the SWOT/TOWS is being undertaken as part of a more formal strategy effort, then we would take its results and produce a strategy roadmap showcasing end state goals against various measures over time, such as percentage of new job growth by specific dates. Additionally, we would distill results into a One Page Strategy that highlights the major projects to be undertaken, key goals and targets, major stakeholders, quick wins and intersections between them. Its format helps it to be easily circulated and explained to stakeholders, elected officials and others. Cost Modeling Estimating the costs of a program's operations over its intended life for large scale initiatives, such as a green infrastructure fund or new niche tourism attraction program, would form one end of the cost modeling continuum, with individual business level estimates forming the other end. In all cases, though, the cost modeling exercise (if it were only focused on costs and not on revenues for an overall cashflow estimate)would look at the direct and indirect charges that would be payable by the entity over time to verify their time, starting rate, change over time and frequency of change, seasonality, if any, and whether any costs have steps embedded in them (meaning that there are investment requirements up to certain levels, then investment is needed to serve a certain number of people, then once that new customer number is reached, additional investment is needed to serve even more people, etc.). The best approach to model building (and we build a lot of both project level and corporate level cashflow models) is to first identify the requirements of the models in terms of inputs, workings and outputs. Then diagram those requirements into likely tabs in excel, along with intra-tab layouts (the location of information within each tab and their flows from top to bottom). Those diagrams guide the skeleton creation process whereby the actual excel model is built out at the row and column level, but without wiring in the formulas. Since the formula writing takes the most time to do, we would double verify that the look and feel as well as logic of the skeleton model fits all needed business requirements before we wire everything up. The last step is to run tests on the model to verify that the outputs are correct. If the City of Miami Beach has existing models that they like, we can also follow the same approach to modify those models to become more robust. Basically, model building in excel is a mini software development exercise if it's done correctly. Leadership and Organizational Modeling Modeling an organization begins first with identifying the roles in the organization, their titles and reports. The resulting graphic tells a story about the "official" business organization. We've seen in our consulting engagements, though, that the official business may not reflect how the business actually runs.To get closer to that level of detail, we would redraw the organizational map but with people and influencer relationships instead of roles(the roles would be listed under Daedalus Advisory Services-2019 Economic Development Consultant Services the people). In many cases this approach gives a better understanding of internal decision- making, conflicts and bottlenecks. We have seen that organizations tend to struggle in a number of ways, but over-reliance on a few key staff or an inability to properly staff and distribute decision-making can each be challenges that truly limit an organization's growth potential. Depending on the specific organizational challenge to be addressed, there are a number of avenues that could be explored at this point, including surveying or interviewing some or all employees, performing skills assessments, rankings, perception and/or attitude evaluations. Ultimately, though, the goal would be to unlock the organization's potential through better design,job or role sharing, decision-making, idea generation and responsibility for outcomes. In some cases, the goal can be achieved through selective changes to the existing staff and organizational design and in other cases, staff size may have to increase to accommodate the changes. Activities in this task often are linked to recruitment strategies that attract and retain talent to the firm (discussed later in this document). Business Development Strategies At the individual firm level, the business development strategy process is largely focused on achieving or maintaining profitability through competitive advantage, though in many cases the advantage may exist from existing business or customer relationships or prime location more than inherent differentiation attributes of people, processes or product. Mechanically, producing a business strategy includes many of the steps already discussed around understanding the company's vision, strategic goals, competitors, SWOT/TOWS analyses, and the One-Page Strategy summary. In addition, we would look for case studies and lessons learned from both successes and failures to understand what has or has not worked in other places for other companies. In practice,though, there is a fair bit of nuance that is applied when working through the business development process that depends on the company's lifecycle stage or if it even exists at all (for business concept development). Existing businesses often have known issues that help to provide guidance for action item planning, while business concept strategies will be more focused on demonstrating both market demand and a limited proof of concept or iterative launch process. Because there are a very large number of ways to craft(and it is indeed craft work)a business strategy, the most common approach here would include creating a strategy plan that is flexible, relies on standard strategy development methodologies, but is nuanced enough to reflect the lifecycle and specific challenges of the target business. In addition, we would create financial pro formas at the appropriate(company or project) level and likely iterate around key options to understand how the changes would be reflected in the firm's profitability. Target Industry Analysis Analyzing industries can be done using existing datasets or reports(when they are available for the geography) or through custom evaluations.The custom evaluations can be simple or complex. In all cases these data points are used to populate a series of charts that map the health or market status of the industry. Ideally the data would include historical and forward- looking data so that we could assess not only how well the industry has performed, but what market participants believe to be true about future performance. In the simple custom evaluation of the target industry, a number of useful datasets are identified for use as evaluation criteria; examples include the number of companies in the industry, total employees, geographical location, location within the value chain, general supply chain overview (not at the firm level, but industry level), business openings/closings/profitability/turnover (when data is publicly available), and other relevant information. Daedalus Advisory Services-2019 Economic Development Consultant Services A complex industry analysis requires massive data sets and runs the conditions against Monte Carlo style iterations that test changes in the inputs against one another to arrive at a probabilistic view of the industry's health under a range of economic and other scenarios(labor availability, changes in debt levels, input costs). For this type of modeling and analysis, our L1 Analytics team members are among the world's best and able to create analysis products that live in the cloud and can be refreshed on demand as needed. Marketing Plans Planning for marketing activities covers a range of activities from building awareness of a company, location or issue down to facilitating repeat purchases and supporting brand evangelists.The specific marketing channels to be used, messaging, cadence,coordination with marketing partners and overall spend each need to be determined as well. The approach here is to understand what is being marketed (company, product, idea or something else), what is the goal of the marketing,who are the targets, are the targets buyers or influencers (parents versus children,for example), how is the purchase made(in store, online, etc.),what media do the targets consume, what messaging best resonates with them, and any promotional timings to be aware of. If the identified information is not available, then there would be specific sub-task efforts to acquire the information. If what is missing is critical information about who the target markets are,what media they consume and what messaging is converting to awareness or purchase decisions, then we would undertake a structured analysis to identify the likely purchasers from psychographic and demographic information (sourced from Claritas or similar), perhaps with primary market research in the form of intercepts in key locations and online surveys in potential ad locations(such as Facebook)to gain data that better supports the marketing planning decision making. As a further task to reduce the risks in the marketing approach, we would create ad variations (particularly online, where the changes can be better tracked and more quickly changed)to determine if any particular messaging is outperforming others. Prospect Identification Assuming that prospect identification is conceptually similar to securing either an operating business in a target industry(such as a key retail anchor for a new live-work-play development) or lead investor for a specific industry fund focused on Miami Beach, our approach would be to: 1) understand the parameters of the search so our efforts have a high probability of success, 2) generate a long list of potential prospects that included market leaders or innovators, 3)create a stakeholder-led set of criteria to work from the long list to the short list, 4)determine the final shortlist candidates, 5) initiate contacts with top ranked entities to understand who may have an interest in the opportunity, and finally 6)turnover the contact to Miami Beach to negotiate to closing. Economic Development Incentive Plans Planning or modifying incentives to be used in an area for a specific purpose typically begins with a goal for the use of the incentives.Among the most common are to increase employment in a defined geographical area or to provide financial support to businesses that fit a specific profile. Once the program goal(s)are identified,subsidy sources need to be evaluated to understand where they come from as well as the type of support and durations(evergreen sources (like hotel taxes) or limited term funding, as examples). Alternative funding sources may be considered here, as would non-monetary benefits, such as co-marketing or training that the city/sponsoring entity would facilitate. With an understanding of both the supply and demand sides of the incentives issues, we would be able to create sample incentives to use as tests for direct conversations with likely users and Daedalus Advisory Services-2019 34 Economic Development Consultant Services wider stakeholder groups to measure interest, resistance or tweaks to it. Ideally, the incentive plan that would be proposed would provide a needed (and valued) benefit to the recipient, be attractive to the targets, be fiscally and otherwise sustainable, and be easy to administer and monitor. VVorkforce Trend Analysis Evaluating the changes in employment and employees typically is seen as part of a wider analysis of the competitiveness of an area's employment base. Beginning with data from federal and local sources(or specialized university units), we would examine the employment age population to understand who is in and out of the labor force, noting demographic factors as needed to identify potential intervention points for skills training or improvements to access. Next, we would examine changes in employment tenures, particularly against the ages of the subject population to understand if younger or older employees appear to be less able to secure full time employment. Incomes would be assessed on an aggregate basis, an industry basis, a job function basis and by selected demographic slices to understand not only the changes over time, but whether the data shows any anomalies that might require additional investigation or policy interventions. Economic Forecast Analysis Because economic forecasting is inherently based on predicting in advance how human agents act in terms of their marketplace behaviors(making investment decisions, pricing goods for sale, buying intermediate or final goods for resale, hiring or firing staff, etc.), the ability to develop models that run scenarios across different types of data to measure and forecast resulting changes in business formation, consumption and employment is critical. Running such advanced predictive analytics and scenarios is not a trivial exercise, however, and to be done right needs people trained in data science techniques, including establishing big data ingestion and automated cleansing routines. Because we have partnered with some of the best experts in the field (L1 Analytics), our ability to build robust, scalable and on-demand economic forecasts and predictive analytics is likely to be unique among the RfQ's respondents. As a general approach, we would identify the specific economic targets to be forecast, understand the drivers of those targets, verify the projection period and pre-designated confidence intervals for the resulting data.Then we would source data sets to populate the model, modifying the model or forecasts as needed to fit available data. With a model design and data in hand, we would then custom code a projection engine that could be stored on premise or in a cloud-based environment and deployed to produce forecasts and analytics on a managed or ad-hoc basis. Talent and Business Attraction/Retention Attracting and retaining talent is largely related to business-specific conditions, though supported by the wider locational attributes of the area in which employees live and work. Our approach to talent attraction and retention would start with the wider area's employment trends to understand (particularly on a comparative basis) if it is showing signs of being more or less competitive than its peers. Depending on the results of this analysis, we would examine the trend discrepancies to attempt to isolate the areas in which anomalies are being seen (such as unemployment rate or unfilled vacancies) to further research reasons for them. Where possible, policy interventions, training and similar activities can help to reduce employment friction and maximize overall employment potential in the Miami Beach area. Daedalus Advisory Services-2019 Economic Development Consultant Services At the individual business level, business attraction/retention can be move targeted around conditions of employment, pay and benefits, etc. Depending on the issue to be solved, we would adjust our approach to match the challenge. Community and Stakeholder Communications and Outreach Outreach and communication are not an optional part of our work and are instead a principle of good design for economic development planning. Our approach to including stakeholders into the planning process is simply to use as many methods as is feasible to bring in ideas or criticisms so that those can be incorporated or addressed. In some cases, a formal stakeholder mapping exercise with dedicated meetings and facilitated discussions is part of this approach and in other cases working groups of stakeholders can help to shape drafts that are more widely circulated. Circumstances dictate much of the approach logic that we would use to maximize stakeholder input. Daedalus Advisory Services-2019 36 Economic Development Consultant Services Appendix Materials Appendix A Solicitation No: Solicitation Title: RFQ 2019-084-ND ECONOMIC DEVELOPMENT CONSULTANT SERVICES Procurement Contact: Tel: Email: NATALIA DELGADO 305.673.7000,Ext.6218 NATALIADELGADO(a 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: Daedalus Capital,LLC D/B/A Daedalus Advisory Services NO.OF YEARS IN BUSINESS: 1 1 NO.OF YEARS IN BUSINESS LOCALLY:1 NO.OF EMPLOYEES: 3 OTHER NAME(S)PROPOSER HAS OPERATED UNDER IN THE LAST 10 YEARS: FIRM PRIMARY ADDRESS(HEADQUARTERS): 2325 Manhattan Blvd CITY: Harvey STATE:LA ZIP CODE: 70124 • TELEPHONE NO.: 917-719-6371 TOLL FREE NO.: FAX NO.: FIRM LOCAL ADDRESS: CITY: STATE: ZIP CODE: PRIMARY ACCOUNT REPRESENTATIVE FOR THIS ENGAGEMENT: Shaun Bourgeois ACCOUNT REP TELEPHONE NO.: 917-719-6371 ACCOUNT REP TOLL FREE NO.: ACCOUNT REP EMAIL: spb©daedalusservices.com FEDERAL TAX IDENTIFICATION NO.: 26-1915367 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 Daedalus Advisory Services-2019 37 Economic Development Consultant Services 1. Veteran Owned Business.Is Proposer claiming a veteran owned business status? I YES x NO SUBMITTAL REQUIREMENT:Proposers claiming veteran owned business status shall submit a documentation proving that firm is certified as a veteran-owned business or a service-disabled veteran owned business by the State of Florida or United States federal government,as required pursuant to ordinance 2011-3748. 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? 1 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:/Iwww.miamibeachfl.00vlcity-hall/procurement/ RFQ 2019-084-ND 18 Daedalus Advisory Services-2019 38 Economic Development Consultant Services 7. benefits benefits. benefits- 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? IJ YES I X I NO B. Does your company provide or offer access to any benefits to employees with(same or opposite sex)domestic partners'or to domestic partners of employees? I YES X -( NO C. Please check all benefits that apply to your answers above and list in the"other"section any additional benefits not already specified. Note: some benefits are provided to employees because they have a spouse or domestic partner,such as bereavement leave;other benefits are provided directly to the spouse or domestic partner,such as medical insurance. BENEFIT Firm Provides for Firm Provides for Firm does not Employees with Employees with Provide Benefit Spouses Domestic Partners Health X Sick Leave X Family Medical Leave X Bereavement Leave 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:llwww.miamibeachfi.00v/city-halllprocurementlprocurement-related-ordinance-and- oroceduresl RFQ 2019-084-ND 19 Daedalus Advisory Services-2019 39 Economic Development Consultant Services 9. Public Entity Crimes.Section 287.133(2)(a),Florida Statutes,as currently enacted or as amended from time to time,states that a person or affiliate who has been placed on the convicted vendor list following a conviction for a public entity crime may not submit a proposal,proposal,or reply on a contract to provide any goods or services to a public entity;may not submit a proposal,proposal,or reply on a contract with a public entity for the construction or repair of a public building or public work;may not submit proposals,proposals,or replies on leases of real property to a public entity;may not be awarded or perform work as a contractor,supplier,subcontractor,or consultant under a contract with any public entity;and may not transact business with any public entity in excess of the threshold amount provided in s.287.017 for CATEGORY TWO for a period of 36 months following the date of being placed on the convicted vendor list. SUBMITTAL REQUIREMENT:No additional submittal is required.By virtue of executing this affidavit document,Proposer agrees with the requirements of Section 287.133,Florida Statutes,and certifies it has not been placed on convicted vendor list. 10. Non-Discrimination.Pursuant to City Ordinance No.2016-3990,the City shall not enter into a contract with a business unless the business represents that it does not and will not engage in a boycott as defined in Section 2-375(a)of the City Code,including the blacklisting,divesting from,or otherwise refusing to deal with a person or entity when such action is based on race,color,national origin,religion,sex,intersexuality,gender identity,sexual orientation,marital or familial status,age or disability. SUBMITTAL REQUIREMENT:No additional submittal is required.By virtue of executing this affidavit document,Proposer agrees it is and shall remain in full compliance with Section 2-375 of the City of Miami Beach City Code. 11. Moratorium on Travel to and the Purchase of Goods or Services from North Carolina and Mississippi. Pursuant to Resolution 2016-29375,the City of Miami Beach, Florida, prohibits official City travel to the states of North Carolina and Mississippi,as well as the purchase of goods or services sourced in North Carolina and Mississippi. Proposer shall agree that no travel shall occur on behalf of the City to North Carolina or Mississippi,nor shall any product or services it provides to the City be sourced from these states. SUBMITTAL REQUIREMENT:No additional submittal is required.By virtue of executing this affidavit document,Proposer agrees itis and shall remain in full compliance with Resolution 2016-29375. 12. Fair Chance Requirement.Pursuant to Section 2-376 of the City Code,the City shall not enter into any contract resulting from a competitive solicitation,unless the proposer certifies in writing that the business has adopted and employs written policies, practices,and standards that are consistent with the City's Fair Chance Ordinance,set forth in Article V of Chapter 62 of the City Code("Fair Chance Ordinance"),and which,among other things,(i)prohibits City contractors,as an employer,from inquiring about an applicant's criminal history until the applicant is given a conditional offer of employment;(ii)prohibits advertising of employment positions with a statement that an individual with a criminal record may not apply for the position,and(iii)prohibits placing a statement on an employment application that a person with a criminal record may not apply for the position. SUBMITTAL REQUIREMENT: No additional submittal is required at this time.By virtue of executing this affidavit,Proposer certifies that it has adopted policies,practices and standards consistent with the City's Fair Chance Ordinance. Proposer agrees to provide the City with supporting documentation evidencing its compliance upon request. Proposer further agrees that any breach of the representations made herein shall constitute a material breach of contract, and shall entitle the City to the immediate termination for cause of the agreement,in addition to any damages that may be available at law and in equity. 13. Acknowledgement of Addendum. After issuance of solicitation,the City may release one or more addendum to the solicitation which may provide additional information to Proposers or alter solicitation requirements.The City will strive to reach every Proposer having received solicitation through the City's e-procurement system,PublicPurchase.com.However,Proposers are solely responsible for assuring they have received any and all addendum issued pursuant to solicitation.This Acknowledgement of Addendum section certifies that the Proposer has received all addendum released by the City pursuant to this solicitation. Failure to obtain and acknowledge receipt of all addenda may result in proposal disqualification. Initial to Confine Initial to Confine Inifial to Confirm Receipt Receipt Receipt Addendum 1 Addendum 6 Addendum 11 Addendum 2 Addendum 7 Addendum 12 Addendum 3 Addendum 8 Addendum 13 Addendum 4 Addendum 9 Addendum 14 Addendum 5 Addendum 10 Addendum 15 If additional confirmation of addendum is required,submit under separate cover. RFQ 2019-084-ND 20 Daedalus Advisory Services-2019 40 Economic Development Consultant Services 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 shall have no obligation or liability with respect to this solicitation,the selection and the award process,or whether any award will be made.Any recipient of this solicitation who responds hereto fully acknowledges all the provisions of this Disclosure and Disclaimer,is totally relying on this Disclosure and Disclaimer,and agrees to be bound by the terms hereof.Any 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 the solicitation,all Proposals agree that in the event of a final unappealable judgment by a court of competent jurisdiction which imposes on the City any liability arising out of this solicitation,or any response thereto, or any action or inaction by the City with respect thereto,such liability shall be limited to$10,000.00 as agreed-upon and liquidated damages.The previous sentence, however,shall not be construed to circumvent any of the other provisions of this Disclosure and Disclaimer which imposes no liability on the City. In the event of any differences in language between this Disclosure and Disclaimer and the balance of the solicitation,it is understood that the provisions of this Disclosure and Disclaimer shall always govem.The solicitation and any disputes arising from the solicitation shall be govemed by and construed in accordance with the laws of the State of Florida. RFQ 2019-084-ND 21 Daedalus Advisory Services-2019 Economic Development Consultant Services 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, indusive 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, indusive of the Proposals Certification.Questionnaire and Requirements Affidavit are true and accurate. Name of Proposer s Authorized Representative. Tale of Proposer's Authorized Representative' Shaun Phillip Bourgeois President Signature of Proposer sAuthonzed Representative. Dale: 2 March 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. RFQ 2019-084-ND 22 Appendix C:Additional qualifications Daedalus Advisory Services-2019 42 Economic Development Consultant Services These projects are in addition to the ones previously shown in this RfQ response and demonstrate that Daedalus has been doing similar work for cities for more than three years. Project name: Strawn Strategy Planning Project description. Performing strategic direction setting, economic and financial planning for a large land parcel owned by the Charlotte Housing Authority Start and completion date July-September 2013 Project contact information (phone and ama: Twyla Taylor, 704-336-7742, ttaylor@cha-nc.org (original client contact has now left CHA) Volume of contract: --$50k Prime proposer's principle role in project: We were wholly responsible for the project. Project name Bloomington Opportunity Housing Ordinance Project description: Performing policy review, recommendations and financial analysis for a new housing policy in Bloomington, MN. Recently adopted by the City Council and generating very positive press and industry coverage for blending financial incentives with social requirements. Start and completion dates. August 2018-January 2019 Project contact information (phone and email Eric Johnson, Ph.D., 952-563-8947, ejohnson@BloomingtonMN.gov Volume of contract: -$96k Prime proposer's principle role in project: We were jointly responsible for the project along with Bay Area Economics. BAE led the nexus study and we led the market research and financial modeling. We shared policy editing and drafting responsibilities. Daedalus Advisory Services-2019