Agreement with Isi Water Company PROFESSIONAL SERVICES AGREEMENT
BETWEEN THE CITY OF MIAMI BEACH AND
ISI WATER COMPANY
FOR
REVENUE ENHANCEMENT STUDY FOR UTILITIES, PURSUANT TO
RFP 2018-234-JC
This Professional Services Agreement (Agreement) is entered into this 1.1 day of
OP,1 , 20 VI , 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), ISI WATER COMPANY, a
Texas corporation,whose address is 5215 Fidelity Street, Houston,TX 77029(CONTRACTOR)
(CITY and CONTRACTOR each a "Party" and collectively, the "Parties").
SECTION 1
DEFINITIONS
"Account" is defined as a particular Utility Service of the CITY(including but not limited to Water,
Wastewater, Stormwater). This definition includes all unauthorized taps discovered by
CONTRACTOR that previously had not been given an Account number by the CITY.
"Base Revenue" Is defined as the average of the monthly Account billings during the period of
time, as agreed upon between the CITY and CONTRACTOR, when the.Account experienced the
problem, and which period of time immediately precedes the completion of the Work, for up to a
twelve month period. By way of example, and not limitation, if CONTRACTOR and CITY agree
that a meter has been broken for a six-month period, resulting in consumption of zero usage
during such six-month period, the Base Revenue is zero, and shall not include in the Base
Revenue average the preceding six-month period during which time the meter operated properly.
"CITY" is defined in the preamble of this Agreement and includes its successors and assigns.
"CONTRACTOR " is defined in the preamble of this Agreement and includes its successors and
v assigns.
"CONTRACTOR Share" is defined as the fee to be paid by the CITY to CONTRACTOR for
performance of duties under this Agreement, computed in accordance with Section 5.02 hereof.
"Customer Information System" (or "CIS") is defined as the system used by the CITY to bill
and to account for customer activities.
"Documenting the Find" is defined as the notation by CONTRACTOR on the Research Report
to the CITY or the approval of a submitted Formal Work Order.
"Find" is defined as the discovery by CONTRACTOR of an Account condition, as the result of
the Work, which causes a specific Utility Service to be improperly or inaccurately billed.
"Increased Revenue" is defined as the amount of monthly income received by the CITY on an ,
Account, over and above the Base Revenue, including any rate increases, subsequent to
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corrective action being taken on that Account, including both incomes derived from-ongoing
usage, as well as retroactive billing.
"Research Report" is defined as the reports delivered to the CITY by CONTRACTOR pursuant
to Section 2.01 (C) (1) hereof.
"Utility Service" is defined as the physical location of a CITY consumer, bath known and
unknown to the CITY, which utilizes services provided by the CITY.
"Work" is defined as all of CONTRACTOR efforts towards determining needed changes and
recommending the corrective actions necessary in order for the specific Utility Service to be
properly and accurately billed.
"Work Order" shall be defined to mean that certain standard document that defines relevant
information about a CITY Account that CONTRACTOR has evaluated and determined to be
defective. A sample Work Order form is set forth in Exhibit"B" hereto.
"Agreement": This Agreement between the CITY and CONTRACTOR, including any
exhibits and amendments thereto, and the Proposal Documents.
City Manager: The chief administrative officer of the CITY.
City Manager's
Designee: The CITY staff member who is designated by the City Manager to
administer this Agreement on behalf of the CITY. The City Manager's
designee shall be the Public Works Department Director.
Contractor: For the purposes of this Agreement, CONTRACTOR shall be_deemed to
be an independent contractor, and not an agent or employee of the CITY.
Services: All services, work and actions by CONTRACTOR performed or undertaken
pursuant to the Agreement.
Fee: Amount paid to CONTRACTOR as compensation for Services.
Proposal Documents:Proposal Documents shall mean City of Miami Beach RFP No. 2018-234-
JC for REVENUE ENHANCEMENT STUDY FOR UTILITIES, together with
all amendments thereto, issued by the )CITY in contemplation of this
Agreement, RFP, and CONTRACTOR'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 RFP; and the Proposal.
Risk Manager: The Risk Manager of the CITY, with offices at 1700 Convention Center
Drive, Third Floor, Miami Beach, Florida 33139; telephone number (305)
673-7000, Ext. 6435; and fax number(305) 673-7023.
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SECTION 2
SCOPE OF SERVICES
2.1 In consideration of the Fee to be paid to CONTRACTOR by the CITY, CONTRACTOR
shall provide the work and Services described in Exhibit"A" hereto (the Services).
Although CONTRACTOR 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 CONTRACTOR; where the services are performed (although the CITY will provide
CONTRACTOR with the appropriate location to perform the services, which may have access
time limitations); 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 CONTRACTOR 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, CONTRACTOR should contact the following,
person:
Roy Coley
Public Works Director
1700 Convention Center Drive
(305) 673-7000 27380
2.2 CONTRACTOR's Services, and any deliverables incident thereto, shall be completed in
accordance with,the Scope of Services attached hereto as Exhibit A.
SECTION 3
TERM
The term of this Agreement (Term) shall commence upon execution of this Agreement by all
Parties hereto, and shall have an initial term of THREE (3)YEARS with TWO (2) renewal options
of One (1) Year each, to be exercised at the City Manager's sole option and discretion, by
providing CONTRACTOR with written notice of same no less than thirty (30) days prior to the
expiration of the initial term.
Notwithstanding the Term provided herein, CONTRACTOR shall adhere to the Scope of Services
for completion and delivery of the Services, attached hereto as Exhibit A.
SECTION 4
FEE
In consideration of the Services to be provided, CONTRACTOR shall be compensated as
provided herein for services authorized by Work Order for a particular Project.
4.1 At the time of negotiation of each Work Order,the CITY and CONTRACTOR will determine
the tasks, sub-tasks, and deliverables applicable to the Project based on the list of
Services associated with each Contractor Service Order. CONTRACTOR shall not
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commence any Services or Additional Services unless approved in writing by the City
Manager or designee.
4.2 Any and all fees due to CONTRACTOR under this Agreement shall be payable solely from
the funds collected pursuant to this Agreement. CONTRACTOR acknowledges and -
agrees that the CITY's liability for any and all payments hereunder shall be limited by this
provision. No other funds are available, noir will they be appropriated for the purpose of
this Agreement.
4.3 Payment for Services.-
A. If any Work performed by CONTRACTOR to an Account results in Increased Revenue
to the CITY, CONTRACTOR shall be entitled to a CONTRACTOR Share for such Work
equal to forty-five percent (45%) of all Increased Revenues (as defined in Definitions of
this Agreement) for a term of sixty (60) months thereafter, referred to in the RFP as the
° Contractor Revenue Share for the Revenue Enhancement Study/Recovery.The 60-month
term may be suspended in the event that the account problem persists which eliminates
Increased Revenue and restarted following remedy.
B. If any Work performed by the CONTRACTOR to an Account results in Cost Savings (as
referenced in Appendix D of the RFP) CONTRACTOR shall be entitled to a contractor
share for such Work equal to ten percent (10%) of all cost savings for a term of sixty(60)
months thereafter.
C. Documentation substantiating and calculating Increased Revenue and Cost Savings shall
be reviewed and approved by the CITY within thirty calendar days of submission and
thereafter processed for payment within the time frame stipulated by the CITY.
If all of the data necessary to compute the CONTRACTOR Share is not provided by the
CITY in time to make such payment when due, the CITY may approve a good faith
estimate of sudh Increased Revenue and compute the CONTRACTOR Share accordingly.
Adjustments to such CONTRACTOR Share shall be made on succeeding monthly
payments after actual Increased Revenues are determined.
4.4 Early Payment Option.
In the event that the CITY should desire, at its sole discretion, for any reason, to make payment
of any and all fees due CONTRACTOR sooner than defined in Article V, the CITY shall have the
right to approve a calculation of any and all remaining fees based on a Work Order by Work Order
payment average to date, multiplied by the remaining number of months, factored down by a
"present value discount" using the prime interest rate in effect at the time of the early payment.
Any such early payment pursuant to this Section shall constitute full consideration for all work
performed pursuant to the applicable Work Order(s), and upon making such payment, neither
Party shall have or owe any further obligation to the other Party with respect to the subject Work
Order.
4.5 INVOICING
Upon receipt of an acceptable and approved invoice, payment(s) shall be made within forty-five
(45) days for that portion (or those portions) of the Services satisfactorily rendered (and
referenced in the particular invoice).
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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, 3rd Floor
Miami Beach, FL 33139
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SECTION 5
TERMINATION
5.1 TERMINATION FOR CAUSE'
If the CONTRACTOR 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 CONTRACTOR of its violation of the
particular term(s) of this Agreement and shall grant 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 CONTRACTOR. 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, CONTRACTOR shall not be relieved of liability to the CITY for
damages sustained by the CITY by any breach of Agreement by the CONTRACTOR. The CITY,
at its sole option and discretion, shall be entitled to bring any and all legal/equitable actions that
it deems to be in its best interest in order to enforce the CITY's right and remedies against
CONTRACTOR. The CITY shall be entitled to recover all costs of such actions, including
reasonable attorneys' fees. In the event of,any such termination for cause, each Party reserves
all rights and remedies that may be available to that Party at law and in equity.
5.2 TERMINATION FOR CONVENIENCE OF THE CITY
The CITY may also, through its City Manager, and for its convenience and without cause,
terminate this Agreement at any time during the term by giving written notice to CONTRACTOR
of such termination; which shall become effective within. thirty (30) days following receipt by
CONTRACTOR of such notice. If the Agreement is terminated for convenience by the CITY,
CONTRACTOR 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.
The duties and obligations of the CITY to pay CONTRACTOR under the payment terms in Section 4 shall continue
in full force and effect for any previously completed Work Orders approved by the CITY prior to termination, and
shall survive the completion of the operations period or termination of this Agreement,however brought about.
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5.3 TERMINATION FOR INSOLVENCY
The CITY also reserves the right to terminate this Agreement in the event CONTRACTOR 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.In the event of:any termination for cause pursuant to this\Section 5.3, each
Party reserves all rights and remedies that may be available at law and in equity.
SECTION 6
INDEMNIFICATION AND INSURANCE REQUIREMENTS
6.1 INDEMNIFICATION
CONTRACTOR 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 CONTRACTOR , its officers, employees, agents, contractors, or any other person or
entity acting under CONTRACTOR's control or supervision, in connection with, related to, or as
a result of CONTRACTOR's performance of the Services pursuant to this Agreement. To that
extent, CONTRACTOR shall pay all such claims and losses and shall pay all such costs and
judgments which may issue from any lawsuit arising from such claims and losses, and shall pay
all costs and attorneys' fees expended by the CITY in the defense of such claims and losses,
including appeals. CONTRACTOR expressly understands and agrees that any insurance
protection required by this Agreement or otherwise provided by CONTRACTOR shall in no way
limit CONTRACTOR'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 CONTRACTOR for
performance of the Services under this Agreement is the specific consideration from the CITY to
CONTRACTOR for CONTRACTOR'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
CONTRACTOR shall maintain and carry in. ull force during the Term, the following insurance:
1. Contractor General Liability, in the amount of$1,000,000;
2. Contractor Professional Liability, in the amount of$1,000,000; and
3. Workers Compensation & Employers Liability, as required pursuant to Florida Statutes.
The insurance must be furnished by insurance companies authorized to do business in the State
of Florida. All insurance policies must be issued by companies rated no less than "B+" as to
management and not less than "Class VI" as to strength by the latest edition of Best's Insurance
Guide, published by A.M. Best Company, Oldwick, New Jersey, or its equivalent.
All of CONTRACTOR's certificates shall contain endorsements providing that written notice shall
be given to the CITY at least thirty (30) days prior to termination, cancellation or reduction in
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coverage in the policy. The insurance certificates for General Liability shall include the CITY as
an additional insured and shall contain a waiver of subrogation endorsement.
Original certificates of insurance must be submitted to the City's Risk Manager for approval (prior
to any work and/or services commencing)and will be kept on file in the Office of the Risk Manager.
The CITY shall have the right to obtain from CONTRACTOR specimen copies of the insurance
policies in the event that submitted certificates of insurance are inadequate to ascertain
compliance with required coverage.
CONTRACTOR is also solely responsible for obtaining and submitting all insurance certificates
for any sub-contractors.
Compliance with the foregoing requirements shall not relieve CONTRACTOR of the liabilities and
obligations under this Section or under any other portion of this Agreement.
CONTRACTOR shall not commence any work and or services pursuant to this Agreement until
all insurance required under this Section has been obtained and such insurance has been
approved by the City's Risk Manager.
SECTION 7
LITIGATION JURISDICTIONNENUE/JURY TRIAL WAIVER
This Agreement shall be construed in accordance with the laws of the State of Florida. This
Agreement shall be enforceable in Miami-Dade County, Florida, and if legal action is necessary
by either Party'with respect to the enforcement of any or all of the terms or conditions herein,
exclusive venue for the enforcement of same shall lie in Miami-Dade County, Florida. By entering
into this Agreement, CONTRACTOR 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 cans 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.
CONTRACTOR hereby expresses its willingness to enter into this Agreement with
CONTRACTOR's recovery from the CITY for any damage action for breach of contractto be
limited to a maximum amount of$10,000.
Accordingly, and notwithstanding any other term or condition of this Agreement, CONTRACTOR
hereby agrees that the CITY shall not be liable to CONTRACTOR for damages in an amount in
excess of$10,000 for any action or claim for breach of contract arising out of the performance or
non-performance of any obligations imposed upon the CITY by this Agreement.
Nothing contained in this section or elsewhere in,this Agreement is in any way intended to be a
waiver of the limitation placed upon the CITY's liability, as set forth in Section 768.28, Florida
Statutes.
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SECTION 9
DUTY OF CARE/COMPLIANCE WITH APPLICABLE LAWS/PATENT RIGHTS; COPYRIGHT;
AND CONFIDENTIAL FINDINGS
9.1 DUTY OF CARE
With respect to the performance of the work and/or service contemplated herein, CONTRACTOR
shall exercise that degree of skill, care, efficiency and diligence normally exercised by reasonable
persons and/or recognized professionals with respect to the performance of comparable work
and/or services.
9.2 COMPLIANCE WITH APPLICABLE LAWS
In its performance of the work and/or services, CONTRACTOR shall comply with all applicable
laws, ordinances, and regulations of the CITY, Miami-Dade County, the State of Florida, and the
federal government, as applicable.
9.3 PATENT RIGHTS; COPYRIGHT; CONFIDENTIAL FINDINGS
Any work product arising out of'this Agreement, as well as all information specifications,
processes, data and findings, are intended to be the property of the.CITY and shall not otherwise
be made public and/or disseminated by CONTRACTOR , 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 CONTRACTOR or its employees
or sub-contractors, 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 CONTRACTOR, 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. CONTRACTOR shall maintain any and all such records at its place of business
at the address set forth in the "Notices" section of this Agreement.
10.2 [INTENTIONALLY DELETETD]
10.3 ASSIGNMENT, TRANSFER OR SUBCONSULTING
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CONTRACTOR 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 City Manager's sole judgment and discretion. Neither this
Agreement, nor any term or'provision hereof, or right hereunder, shall be assignable unless as
approved pursuant to this Section, and any attempt to make such assignment(unless approved)
shall be void. -�
10.4 PUBLIC ENTITY CRIMES
Prior to commencement of-the Services, CONTRACTOR shall file a State of Florida Form PUR
7068, Sworn Statement under Section 287.133(3)(a) Florida Statute on Public Entity Crimes with
the CITY's Procurement Division.
10.5 NO DISCRIMINATION
In connection with the performance of the Services, CONTRACTOR 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, CONTRACTOR shall comply fully with the CITY of Miami Beach Human Rights
Ordinance, codified in Chapter 62 of the CITY Code, as may be amended from time to time,
prohibiting discrimination in employment, housing, public accommodations, and public services
on account of actual or perceived race, color, national origin, religion, sex, intersexuality, gender
identity, sexual orientation, marital and familial status, age, disability, ancestry, height, weight,
domestic partner status, labor organization membership, familial situation, or political affiliation.
10.6 CONFLICT OF INTEREST
CONTRACTOR 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. _
CONTRACTOR 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. CONTRACTOR further covenants that in the performance of this Agreement,
CONTRACTOR shall not employ any person having any such interest. No member of or
delegate to the Congress of the United States shall be admitted to any share or part of this
Agreement or to any benefits arising therefrom.
10.7 CONTRACTOR'S COMPLIANCE WITH FLORIDA PUBLIC RECORDS LAW
(A) CONTRACTOR shall comply with Florida Public Records law under Chapter 119, Florida
Statutes, as may be amended from time to time.
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(B) The term "public records" shall have the meaning set forth in Section 119.011(12), which
means all documents, papers, letters, maps, books, tapes, photographs, films, sound
recordings, data processing software, or other material, regardless of the physical form,
characteristics, or means of transmission, made or received pursuant to law or ordinance
or in connection with the transaction of official business of the CITY.
(C) Pursuant to Section 119.0701 of the Florida Statutes, if CONTRACTOR meets the
definition of"Contractor" as defined in Section 119.0701(1)(a), CONTRACTOR 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
CONTRACTOR 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 CONTRACTOR or keep and maintain public records.
required by the CITY to perform the service. If CONTRACTOR transfers all public
records to the CITY upon completion of the Agreement, CONTRACTOR shall
destroy any duplicate public records that are exempt or confidential and exempt
from public records disclosure requirements. If CONTRACTOR keeps and
maintains public records upon completion of the Agreement, CONTRACTOR shall
meet all applicable requirements for retaining public records. All records stored
electronically must be provided to the CITY, upon request from the. CITY's
custodian of public records, in a format that is compatible with the information
technology systems of the CITY.
(D) REQUEST FOR RECORDS; NONCOMPLIANCE.
(1) A request to inspect or copy public records relating to the CITY's contract for.
services must be made directly to the CITY. If the CITY does not possess the
requested records, the CITY shall immediately notify CONTRACTOR of the
request, and CONTRACTOR must provide the records to the CITY or allow the
records to be inspected or copied within a reasonable time.
(2). CONTRACTOR '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) If CONTRACTOR fails to provide the public records to the CITY within a reasonable
time, CONTRACTOR may be subject to penalties under s. 119.10.
(E) CIVIL ACTION.
(1) If a civil action is filed against CONTRACTOR to,compel production of public
records relating to the CITY's contract for services, the court shall assess and
award against CONTRACTOR the reasonable costs of enforcement, including
reasonable attorney fees, if: .
a. The court determines that CONTRACTOR 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
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notice of the public records request, including a statement that
CONTRACTOR has not complied with the request, to the CITY and to
CONTRACTOR.
(2) A notice complies with subparagraph (1)(b) if it is sent to the CITY's custodian of
public records and to CONTRACTOR at CONTRACTOR 's address listed on its
contract with the CITY or to CONTRACTOR '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) If CONTRACTOR complies with a public records request within 8 business days
after the notice is sent, CONTRACTOR will not be liable for the reasonable costs
of enforcement.
(F) IF CONTRACTOR HAS QUESTIONS REGARDING THE
APPLICATION OF CHAPTER 119, FLORIDA STATUTES, TO THE
CONTRACTOR'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(c MIAMIBEACHFL.GOV
PHONE: 305-673-7411
SECTION 11
NOTICES
All notices and communications in writing required or permitted hereunder, shall be delivered
personally to the representatives of CONTRACTOR and the CITY listed below or may be mailed
by U.S. Certified Mail, return receipt requested, postage prepaid, or by a nationally recognized
overnight delivery service.
Until changed by notice, in writing; all such notices and,communications shall be addressed as
follows:
TO CONTRACTOR: ISI WATER COMPANY
5215 Fidelity Street
Houston, TX 77029
Attn: Steve Hooper
TO CITY: City Manager's Office
City of Miami Beach
1700 Convention Center Drive, 4th Floor
Miami Beach, FL 33139
Attn: Jimmy L. Morales, City Manager
WITH A COPY TO: City of Miami Beach, Public Works Department
1700 Convention Center Drive
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Miami Beach, FL 33139
Attn: Roy Coley, Public Works Director
Notice may also be provided to any other address designated by the Party to receive notice if such
alternate address is provided via U.S. certified mail, return receipt requested, hand delivered, or by
overnight delivery. In the event an alternate notice address is properly provided, notice shall be sent
to such alternate address in addition to any other address which notice would otherwise be sent,
unless other delivery instruction as specifically provided for by the Party entitled to notice.
Notice shall be deemed given on the date of an acknowledged receipt, or, in all other cases, on the
date of receipt or refusal.
SECTION 12
MISCELLANEOUS PROVISIONS
12.1 CHANGES AND ADDITIONS
This Agreement cannot be modified or amended without the express written consent of the
Parties. No modification, amendment, or alteration of the terms or conditions contained herein
shall be effective unless contained in a written document executed with the same formality and of
equal dignity herewith.
12.2 . SEVERABILITY
If any term or provision of this Agreement is held invalid or unenforceable, the remainder of this
Agreement shall not be affected and every other term and provision of this Agreement shall be
valid and be enforced to the fullest extent permitted by law.
12.3 ENTIRETY OF AGREEMENT
The CITY and CONTRACTOR 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.
IN WITNESS WHEREOF, the Parties hereto have caused this Agreement to be executed by
their appropriate officials, as of the date first entered above.
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FOR CITY: CITY OF MIAMI BEACH, FLORIDA
ATTEST:
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EXHIBIT A
SCOPE OF SERVICES
Scope of work for the revenue enhancement study of the CITY's Utilities department
shall include, but not be limited to, the following tasks to identify and recover:
• Identifying and analyzing the cause of revenue loss from unread, mis-read and un-
metered water and sewer usage, wastewater services problems, meter related
malfunctions (meter inaccuracies due to meter age shall not be considered for the
purpose of compensation), or lost accounts, and recovering associated lost
revenues.
• lost revenue due to un-read, mis-read, and un-metered water accounts..
• lost revenue due to incorrect billing and collection of the CITY's water, sewer and
stormwater charges billed to the CITY's utility customers.
• lost revenue due to incorrect billing and/or collection of the any other service areas
identified in the Commission Memorandum dated May 16, 2018.
• Meet with the Public Works Department, Office of Budget and Performance
Improvement(OBPI)and Finance personnel to discuss objectives of the study, the
departments involved, the sections and functions to be included in the study, and
organizational changes that have occurred since the last study was implemented.
• Review the results of the previous revenue enhancement study from 2009, if
available.
• , Collect any data needed for the applicable fiscal year(s)and area(s) being studied.
• Collect organizational, personnel, and financial information relative to the study.
• Develop an expenditure analysis which ties back all revenue study elements to the
department(s) affected.
• Quantifying the potential revenue enhancement associated with the correction of
these problems.
• Produce a draft document, including all supporting discoveries, statistical data,
recommendations, and assumptions for review by CITY staff.
• Incorporate comments from CITY staff, and provide a final report including all
supporting discoveries, statistical data, and assumptions in original form (i.e.,
Word, Excel) as well as in PDF format.
• The study shall determine where new operational efficiencies may be implemented
to provide more future control.
I I. CONTRACTOR shall provide the investigation, Work Orders, and field services
necessary to maximize the billable revenue for the CITY..
A) Investigation and Field Work
B) CONTRACTOR shall:
1) Investigate each Account and determine if there is a loss of revenue to the
CITY associated with that Account.
2) Submit Work Orders with recommendation for changes in billing procedures
and/or changes in physical service. This information will be provided for each
Account. -
14
C) Reports
1) CONTRACTOR shall provide to the CITY on a periodic basis a complete list of
all Accounts researched on which CONTRACTOR has identified potential
increased revenues to the CITY. This Research Report shall be submitted for
the purpose of"Documenting the Find" and CONTRACTOR shall be entitled to
its portion of the Increased Revenues on said Accounts(CONTRACTOR Share),
if the Work Order(s) included therein are subsequently approved, by the City
Manager or the City Manager's designee Agreement.
2) On each Account for which CONTRACTOR has Documented the Find and the
CITY has collected Increased Revenue, CONTRACTOR shall provide a detailed
report that quantifies Increased Revenue prepared from the information
received from the CITY in the monthly account data download. This report
typically contains at least the following information:
a) Work Order number
b) Account Number
c) Cycle counter(indicates progression through the revenue sharing period)
d) Amount of customer billing (from the download)
e) Base Revenue
f) Calculation of Increased Revenue
g) Calculation of CONTRACTOR Share
3) CONTRACTOR may provide the Agreement City Manager(or designee)a status
report on a frequency agreed to by the Parties. This report is to be inclusive of
all Accounts that are deemed by Contractor to justify action and on which a
Work Order has been generated in the prior month.
D) CONTRACTOR warrants that all work shall be performed in a good and workmanlike
manner meeting the standards of quality prevailing in the CITY ordinances for
services of like kind. CONTRACTOR further warrants that trained and skilled
' persons who have been previously approved by the CITY shall perform all Work.
III. In certain rare cases, CONTRACTOR may discover a Find on an Account of which the
CITY has prior knowledge and is attempting to remedy. Such a Find being remedied
by the CITY is exempted from CONTRACTOR Work.
These cases fall into two categories and require that CONTRACTOR shall:
1) for a period of 60 calendar days from the date of the inception of a new
Account problem that originates during the term of this Agreement, refrain
from submitting a Work Order related to that Find, and
2)for a period of 60 calendar days beginning at the Notice to Proceed date,
refrain from submitting a Work Order for any specific problem on an Account that
is known to the CITY and is made known to CONTRACTOR, that the CITY is in the
process of remedying on that Account.
It is agreed by the Parties hereto that the purpose of this Section 2.03 is to define and agree to
the period of time for the CITY to remedy new problems that it discovers, and/or to remedy
15
v '
known situations. This will minimize duplication of effort, thus keeping project resources focused
on providing maximum benefit to the'CITY.
IV. Certain Duties of the CITY:
A) In addition to its other duties under this Agreement, the CITY shall, to the extent permitted
by law for each Account, promptly provide access to all the data and records in the
possession of the CITY and provide copies of any documents in the possession or control
of-the CITY or available to the CITY which are requested by CONTRACTOR and are
reasonably necessary for CONTRACTOR to perform its duties under this Agreement. CIS
data shall be in two forms.
1) The CITY will create a monthly download of Account data, typically a backup file of the
Utility Billing System.
a) The CITY will exercise all reasonable haste in timely creation of download #1.
b) The download will be created monthly by the CITY on the same day of each month
for the duration of the project to support both field operations and Increased
Revenue calculation.
c) The day of the month selected for download will be determined solely by,the CITY.
d) The download content and naming of tables and fields will be consistent and not
vary unless first agreed to by the CITY and CONTRACTOR.
e) The CITY will transmit via the best secure method agreed to by the CITY and
CONTRACTOR.
f) In the event that the provision of data is interrupted for any period of time, the Term
shall be extended by an equal period of time.
2) The CITY will establish a password protected "read only" live link to the CIS for the
viewing and extracting of "real time" information by CONTRACTOR: At no time will
CONTRACTOR be able to input a change or modification to an Account by way of this
link.
B) Upon execution of this Agreement by all Parties, the CITY will establish the day of the
month for the monthly Agreement status meeting which is to be attended by the key
stakeholders (Agreement City Manager(or designee), Billing, IT, Meter Operations).
C) The CITY shall review all Work Orders submitted by CONTRACTOR under Exhibit A,
Section II(B) (2) hereof and shall advise CONTRACTOR of the disposition of the
Work Order request (approved or denied). The Parties agree that every effort will be
made to expedite this disposition, as it bears on the CONTRACTOR's ability to
perform.
8) The CITY shall timely implement the recommended corrective action identified in the Work
Order once approved and notify CONTRACTOR of this action once complete and the date
of completion. Changes to account data such as billing code changes shall be
accomplished within thirty calendar days. Should'this not occur within the time frame
specified, the CITY shall issue to CONTRACTOR written notification of an extension. Work
Orders that involve changes to physical service shall be expedited with all reasonable
haste. Both Parties recognize and agree that the purpose and intent of the project cannot
be realized until approved changes have been implemented and accounts are fairly and
accurately billed.
E) The City Manager (or designee) shall assist CONTRACTOR in its dealings with any CITY
department.'
F) The CITY shall acknowledge that CONTRACTOR has Documented the Find pursuant to
Section 2.01 (C) (1), by promptly entering the appropriate information related to the
Account within the "CIS" System, or by whatever other method the CITY chooses. Once
16
documented, the CITY shall not deny approval of a Work Order due to any action taken
by the CITY during the approval process.
G) At all times,the spirit of this Agreement will be upheld by both the CITY and CONTRACTOR.
CONTRACTOR is performing a service to the CITY by increasing revenue to the CITY. The
CITY has given CONTRACTOR authorization to perform the defined duties of this
Agreement and will not hinder, restrict, delay or compete with CONTRACTOR performance of
these duties.
•
17
Exhibit B - Sample Work Order
ISI Yater Company
WORKORDER#006
Worl1 Order
SERVICE ADDRESS:
Joseph A. Customer-3589 NE 6 AVENUE,Anywhere,FL 12345
Account No.: 10-14-12510-05
Meter Number: 9347009 Account status: active
Folio No.: 123456789 Meter size: 5/8
Work Order Type
❑Unlisted service UMeter Size
UActive vs Inactive ❑Physical Cond.
❑Read and/or Estimate ❑Sewer Credit
❑Fireline Usage ❑Other
❑Account Coding ❑Inside vs Outside City
Discovery Note and Comments
WCA researched the account and interviewed the customer in the field.The rate billed for water and
sewer service reflected the inside City limit rate. During the field research process,it was observed and
verified that the physical property is located outside the City limits.
Recommended Corrective Action
Modify the account code to accurately reflect the rate for a property outside the City Limits.
Water Find: T/F ** Sewer Find: T/F ** Stormwater Find: T/F
Estimated Monthly Increase in Revenue $45.00
Increased Revenue Find: T/F ** Cost Savings Find: T/F
Submitted: Date Submitted:
Approved: Date Approved:
ATTACHMENT A
RESOLUTION COMMISSION ITEMS AND COMMISSION
MEMORANDUM
Item Coversheet Page 1 of 3
tn
•
Resolutions-C7 Z
MIAMI BEACH •
COMMISSION MEMORANDUM
TO: Honorable Mayor and Members of the City Commission
FROM: Jimmy L. Morales, City Manager
DATE: September 12, 2018
SUBJECT:A RESOLUTION OF THE MAYOR AND CITY COMMISSION OF THE CITY OF MIAMI BEACH,
FLORIDA, ACCEPTING THE RECOMMENDATION OF THE CITY MANAGER, PURSUANT TO
REQUEST FOR PROPOSALS (RFP) NO. 2018-234-JC FOR REVENUE ENHANCEMENT STUDY FOR
UTILITIES; AUTHORIZING THE ADMINISTRATION TO ENTER INTO NEGOTIATIONS WITH ISI
WATER COMPANY, THE TOP RANKED PROPOSER; AND, IF THE ADMINISTRATION IS NOT
SUCCESSFUL IN NEGOTIATING AN AGREEMENT WITH ISI WATER COMPANY, AUTHORIZING
• THE ADMINISTRATION TO NEGOTIATE AN AGREEMENT WITH UTILITY REVENUE MANAGEMENT
COMPANY, THE SECOND-RANKED PROPOSER; AND, IF THE ADMINISTRATION IS NOT
SUCCESSFUL IN NEGOTIATING AN AGREEMENT WITH UTILITY REVENUE MANAGEMENT
COMPANY, AUTHORIZING THE ADMINISTRATION TO NEGOTIATE AN AGREEMENT WITH ELITE
CONSULTING SPECIALISTS, INC., D/B/A ECS BUSINESS SERVICES, THE THIRD RANKED
PROPOSER; AND, FURTHER, AUTHORIZING THE MAYOR AND CITY CLERK TO EXECUTE AN
AGREEMENT-UPON CONCLUSION OF SUCCESSFUL NEGOTIATIONS BY THE ADMINISTRATION.
RECOMMENDATION
Adopt the Resolution.
ANALYSIS
The City periodically reviews its business units to assure that operations are being performed in the most robust and prudential
manner possible.In this regard,the City determined it was necessary to conduct a revenue enhancement study,for the purpose of
analyzing the City's Utilities Department to identify and recover un-read,mis-read,and un-metered water revenues. =,
At the March 31, 2017 Finance and City Wide Committee meeting, a referral from the City Commission was (Item C4N) was
discussed regarding the engagement of a Revenue Enhancement Consultant to study the City's Utilities Department. It was
discussed to repeat the revenue enhancement study of the City's Utilities Department previous performed in 2009. Direction was
given to identify other areas for cost reduction potential so that an RFQ could be issued for revenue enhancement review.
At the June 30, 2017, Finance and City Wide Committee meeting, staff presented those areas where the city would benefit from
this type of evaluation and those areas where an evaluation would not be necessary since a review has been recently performed
by other parties. The Administration recommended conducting a revenue enhancement study of the City's Utilities Department,
since the last study was performed in 2009.
•
The recommended scope of services included, but was not limited to, the requirement that the awarded Consultant should have a
, minimum of five(5)years'experience in performing similar work for govemment agencies, particularly in municipalities, is preferred for
the revenue enhancement study of the City's Utilities Department.This should include expertise and nationwide experience in teaming
with state or local government utilities to identify and recover un-read, mis-read, and un-metered water revenues. Additionally, the
Consultant shall be required to provide services leading to identifying an analyzing the cause of revenue loss from unread,mis-read and
un-metered water and sewer usage, wastewater services problems, meter related malfunctions, or lost accounts. Finally, the
Consultant shall be able to quantify the potential revenue enhancement associated with the correction of lost revenue, including
providing a written analysis detailing such findings,and recommendations for future improvements and solutions.
On May 16,2018,the Administration returned to the Committee to seek approval for the issuance of the RFP.The City issued the
solicitation on May 16, 2018, as RFP No. 2018-234-JC for Revenue Enhancement Study for Utilities, through
www.publicpurchase.com.586 vendors were notified of the RFP. 84 vendors accessed the solicitation. A voluntary pre-proposal
conference was held on May 31,2018:.On August 8, 2018 the City received a total of three(3)proposals from the following firms:
ISI Water Company ("ISI"); Elite,Consulting, Specialists, Inc., d/b/a ECS Business Services ("ECS"); and Utility Revenue
Management Company("URM").
•
https://miamibeach.novusagenda.com/AgendaWeb/CoverSheet.aspx?ItemID=9648 9/4/2018
Item Coversheet Page 2 of 3
On August 16, 2018, the City Manager, pursuant to LTC No.457-2018, appointed an Evaluation Committee(the"Committee"), to
consider the proposals received. The Committee convened on August 30, 2018, to consider the proposals received. The
Committee was comprised of the following: Mark Coolidge,Assistant Internal Auditor, Internal Audit Department; Lys Desir, Water
and Sewer Superintendent, Public Works Department; Jay Fink, Assistant Director, Public Works Department; Manny Marquez,
Assistant Director,Finance Department;and Benjamin Nussbaum,Revenue Manager,Finance Department.
The following individuals were appointed as alternates: Norman Blaiotta, Senior Auditor, Internal Audit Department; Roy Coley,
Director, Public Works Department; Natasha Nicholson, Senior Management Analyst, Public Works Department;Allison Williams,
Deputy Finance Director, Finance Department.
The Committee was provided an overview of the project, information relative to the City's Cone of Silence Ordinance and the
Government Sunshine Law, as well as general information on the scope of services and a copy of each proposal, and was
instructed to score and rank each proposal pursuant to the evaluation criteria established in the RFP.
The evaluation process resulted in the following order of ranking:
1st ISI Water Company
2nd Utility Revenue Management Company J
3rd Elite Consulting Specialists, Inc.,d/b/a ECS Business Services
The following is a brief summary of the ranked proposers:
ISI Water Company
According to its proposal, ISI Water Company is headquartered in Houston, TX,and is a well-respected and experienced revenue
recovery company.Their experience in revenue studies for municipal utility departments nationwide, began in 1989.Since initiating
the first ever project of this nature in the nation twenty-nine(29)years ago,they have gained substantial national experience from a
diverse group of very successful contract opportunities including, Fort Lauderdale, Florida, Mirainar, Florida, Gainesville, Florida,
Hillsborough County,Florida, Pinellas County,Florida,Boynton Beach,Florida,Salt Lake City, Utah,Jackson, Mississippi,and New
Orleans, Louisiana.While teaming with utilities as large as 374,000 accounts in Miami.Dade County and as small as 1,600 in Florida
City, the firm has increased the billings and collections to clients substantially, in some cases resulting in over$2-$3 million dollars
of annual increased revenue.
Utility Revenue Management Company
According to its proposal, ISI Water Company is headquartered in Houston,TX,and is a well-respected and experienced revenue
recovery company. URM was founded in 1992 and has successfully completed thirty-one (31)revenue recovery contracts. URM
states that its revenue enhancement programs have allowed utilities across the United States to increase their billable revenues by
over $50 million annually. Some of URM's recent revenue enhancement/recovery projects include the Charleston (SC) Water
System, Cobb County (GA) Water System,Fulton County (GA) Department of Finance, City of Columbus (OH) Department of
Public Utilities,and the City of Columbia(SC).
Elite Consulting Specialists,Inc.,d/b/a ECS Business Services
According to their proposal,ECS Business Services has been in business for 19 years providing
auditing services for water revenues, including stormwater revenues, and general utility auditing services and revenue
enhancement services to its.clients. ECS has amassed experience locally by servicing"clients such as 4770 Condominium
Association, Loft Downtown Condominium, and the Galleon Condominium.Their most recent work has resulted in over$175,000
in savings and refunds to clients.
CONCLUSION
I have reviewed the proposal submissions and the results of the Evaluation Committee process. In doing so, I note that ISI Water
Company, the top ranked proposer,received a unanimous first place ranking by the committee. The committee was especially
impressed with ISI's extensive experience with work similar to the work identified In the solicitation, its large base of local clients,
and its superior analytical and technological capabilities. Utility Revenue Management Company was the determined by the
Evaluation Committee to be the second ranked proposer. The committee commented-on URM's years of experience with similar
projects. ECS was the determined by the Evaluation Committee to be the third ranked proposer. The committee commented on
ECS's detailed approach to the project and the savings identified in some of its prior projects.
Accordingly, I recommend that the Mayor and City Commission approve the Resolution authorizing the Administration to enter into
negotiations ISI Water Company, the top ranked proposer;and,if the Administration is not successful in negotiating an agreement -
with ISI Water Company, authorize the Administration to negotiate an agreement with Utility Revenue Management Company,the
second-ranked proposer;and,if the Administration is not successful in negotiating an agreement with Utility Revenue Management
Company, authorize the Administration to negotiate an agreement with Elite Consulting Specialists, Inc., d/b/a ECS Business
Services, the third ranked proposer; and, further, authorize the Mayor and City Clerk to execute an agreement upon conclusion of
successful negotiations by the Administration.
KEY INTENDED OUTCOMES SUPPORTED
Strengthen Internal Controls To Achieve More Accountability
https://miamibeach.novusagenda.corn/AgendaWeb/CoverSheet.aspx?ItemID=9648 -. 9/4/2018
Item Coversheet Page 3 of 3
Legislative Tracking
Public Works/Procurement
ATTACHMENTS:
Description
O Attachment A
https://miamibeach.novusagenda.com/AgendaWeb/CoverSheet.aspx?ItemID=9648 9/4/2018
Resolution No. 2018-30655
•
A RESOLUTION OF THE MAYOR AND CITY COMMISSION OF THE CITY OF
MIAMI BEACH, FLORIDA, ACCEPTING THE RECOMMENDATION OF THE CITY
MANAGER, PURSUANT TO REQUEST FOR PROPOSALS (RFP) NO. 2018-234-JC
FOR REVENUE ENHANCEMENT STUDY FOR UTILITIES; AUTHORIZING THE
ADMINISTRATION TO ENTER INTO NEGOTIATIONS WITH ISI WATER COMPANY,
THE TOP RANKED PROPOSER; AND FURTHER AUTHORIZING THE MAYOR AND
CITY CLERK TO. EXECUTE AN AGREEMENT UPON CONCLUSION OF
SUCCESSFUL NEGOTIATIONS BY THE ADMINISTRATION.
WHEREAS, the City periodically reviews its business units to assure that operations are being
performed in the most robust and prudential manner possible; and
WHEREAS, the City-determined it was necessary to conduct revenue enhancement studies, for
the purpose of analyzing the City's Utilities Department to identify and recover un-read, mis-read, and
un-metered water revenues; and
WHEREAS, at the March 31, 2017 Finance and City Wide Committee ("the Committee")
meeting, a referral from the City Commission (Item C4N)was discussed regarding the engagement of a
Revenue Enhancement Consultant to study the City's Utilities Department;.and
WHEREAS, at the June 30, 2017, Finance and City Wide Committee meeting, staff presented
those areas where the City would benefit from this type of evaluation; and
WHEREAS, the Administration recommended a revenue enhancement study of the City's
Utilities Department, since no study has been performed since 2009; and
WHEREAS, on June 30, 2017, the Committee approved the issuance of the RFP for a revenue
enhancement study; and
WHEREAS,the Committee also requested that the Administration come back to the Committee
with the scope of the RFP to ensure consistency with what the Committee envisioned; and
WHEREAS, on September 20, 2017, staff returned to the Committee to identify the scope of
services developed for the RFP; and
WHEREAS, on May 16, 2018, the Administration returned to the Committee to seek approval
for the issuance of the RFP; and
WHEREAS, - on May 16, 2018, the City issued RFP No. 2018-234-JC, for Revenue
Enhancement Study for Utilities; and •
WHEREAS, a voluntary pre-proposal conference was held on May 31, 2018; and
WHEREAS, on August 8, 2018 the City received a total of three (3) proposals from the following
firms: ISI Water Company; Elite Consulting Specialists, Inc., d/b/a ECS Business Services; and Utility
Revenue Management Company; and
WHEREAS, on August 16, 2018, the City Manager, pursuant to LTC No. 457-2018, appointed
an Evaluation,Committee (the "Committee"), comprised of Mark Coolidge, Assistant Internal Auditor,
Internal Audit Department; Lys Desir, Water and Sewer Superintendent, Public Works Department; Jay
Fink, Assistant Director, Public Works Department; Manny Marquez, Assistant Director, Finance
Department; Benjamin Nussbaum, Revenue Manager, Finance Department; and
WHEREAS, the Committee convened on August 30, 2018, to consider the proposals received;
and
WHEREAS, the Committee was provided an overview of the project, information relative to the
City's Cone of Silence Ordinance and the Government Sunshine Law, as well as general information on
the scope of services and a copy of each proposal, and was instructed to score and rank each proposal
pursuant to the evaluation criteria established in the RFP; and
WHEREAS, the evaluation process resulted in the following order of ranking:
1st ranked proposer: ISI Water Company;
2nd ranked proposer: Utility Revenue Management Company;
3rd ranked proposer: Elite Consulting Specialists, Inc., d/b/a ECS Business Services; and
WHEREAS, after reviewing the results of the evaluation committee process, and the proposals
received, the City Manager exercised his due diligence and recommends that the Mayor and City
Commission approve the Resolution authorizing the Administration to enter into negotiations ISI Water
Company, the top ranked proposer.
NOW, THEREFORE, BE IT DULY RESOLVED BY THE MAYOR AND CITY COMMISSION OF
THE CITY OF MIAMI BEACH, FLORIDA, that the Mayor and City Commission hereby accept the
recommendation of the City Manager, pursuant to Request for Proposals (RFP) No. 2018-234-JC for
Revenue Enhancement Study for Utilities; authorize the Administration to enter into negotiations with
ISI Water Company, the top ranked proposer; and further authorize the Mayor and City Clerk to
execute an agreement upon conclusion of successful negotiations by the Administration.
PASSED AND ADOPTED this Al- day of December 2018.
AO.
an Gelber, Mayor
ATTEST:
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ATTACHMENT B
SOLICITATION (RFP)
AND ADDENDUMS
MIAMIBEACH •
• i
City of Miami Beach, 1755 Meridian Avenue, 3rd Floor, Miami Beach,Florida 33139, www.miamibeachfl.gov
PROCUREMENT DEPARTMENT
Tel: 305-673-7490.
ADDENDUM NO. 6
RFP 2018.234-JC
REVENUE ENHANCEMENT STUDY FOR UTILITIES
July 31, 2018
This Addendum to the above-referenced RFP is issued in response to questions from
prospective proposers, or other clarifications and revisions issued by the City. The RFP is
amended in the following particulars only (deletions are shown by strikethrough and additions
are underlined).
I. ANSWERS TO QUESTIONS RECEIVED.
Q1: Is it the City's expectation that the selected consultant "recover" the lost
revenue identified?
Al: The selected consultant is not be responsible for the actual recovery
of any Identified lost revenues; although, the consultant shall be
required to assist the City in providing any data necessary that may
facilitate the recovery.
Pursuant to Sectiioii 0200, Sub-sectior '4; no further questions wilt' be considered- Be reminded
that. proposals are due on or before- 3:00p.m August 8, 2018, at City of'Miami: Beach,-
Procurenient bepartmerit,Third PIQoC, 4755 Meridian Avenue,Miami Beach;FL-
Any
L Any questions regarding this(Addendum should be submitted in writing to the Procurement
Department to the attention of the individual named below, with a copy to the City Clerk's Office
at RafaelGranado(�miamibeachfl.gov.
Procurement Contact: Telephone: Email:
Jason Crouch 305-673-7000, ext. 6694 JasonCrouch@miamibeachfl.gov
Proposers are reminded to acknowledge receipt of :this addendum as part of your RFP
submission.
Sin 4,1-rely,
Ale renis
Procurement Director
1 ADDENDUM NO.
RFP 2018-234-JC
1
J
MIAMI BEACH
City of Miami Beach, 1755 Meridian Avenue, 3`d Floor, Miami Beach, Florida 33139,www.miamibeachfl.gov
PROCUREMENT DEPARTMENT
Tel: 305-673-7490.
ADDENDUM NO. 5
RFP 2018-234-JC
REVENUE ENHANCEMENT STUDY FOR UTILITIES
July 26, 2018
•
This Addendum to the above-referenced RFP is issued in response to questions from
prospective proposers, or other clarifications and revisions issued by the City. The RFP is
amended in the following particulars only (deletions are shown by strikethrough and additions
are underlined). -
I. MODIFICATIONS.
RFP DUE DATE AND TIME. Thedeadline for the receipt of proposals is extended until
3:00 PM, on Wednesday, August 82018,. at thedfollowing location: City of Miami Beach,
Procurement Department, 1755 Meridian Ave, 3 Floor, Miami Beach, FL 33139.
II. REVISIONS. Statement of Work Required. The following revisions have been made
to the RFP,-Section-C2 of Appendix C.
Scope of work for the revenue enhancement study of the City's Utilities department shall
include, but not be limited to, the following tasks to identify and recover:
'lost revenue due to un-read, mis-read, and un-metered water revenues~
-lost revenue due to incorrect billing and collection of'the City's water, sewer and
stormwater charges billed to the City's utility customers;
d ost revenue due to incorrect billing and/or collection of the any other service areas
identified in the Commission Memorandum dated May 16, 2018 (attached hereto).
Additionally, after award, the City Manager may authorize a task order to the selected
consultant to expand therevenue enhancement 'study to other areas of City
expenditures, including (but not limited to): City's franchise fees, local municipal taxes &
other taxes by the City's approved vendors in the customer billed areas of energy, cable,
telecom, Internet, waste and other services with franchised or un-franchised agreements
or lost revenue due to incorrect billing and collection of intergovernmental utility
revenues.
I ADDENDUM NO.5
RFP 2018-002-JC
Ild. ANSWERS TO QUESTIONS RECEIVED.
Q1: Will the City provide an electronic copy of the 2009 study referenced in
Section 0200, item 2.0?
Al: The Administration is unable to locate a copy of this study at this time.
A copy will be provided if and when the document is located.
Q2: Can the City Modify this RFP to have 2 distinct utility projects:
Utility Project#1: verifying the accuracy of the meter readings, un-read
meters and mis-read meters
Utility Project#2: reviewing and analyzing the water bills in order to identify
water, sewer and stormwater undercharges as a result of incorrect meter
• sizes & incorrect rate billing protocols and calculations. Include the review of
MB's franchise fees (energy, waste, telecom and cable) and local taxes
(energy, telecom and cable)?
A2: To be determined during negotiations.
1
Additional questions received will be answered in a forthcoming addendum. Any questions
regarding this Addendum should be submitted in writing to the Procurement Department to the
attention of the individual named below, with a copy to the City Clerk's Office at
RafaelGranado c( miamibeachfl.00v.
Procurement Contact: Telephone: Email: •
Jason Crouch . 305-673-7000, ext. 6694 JasonCrouch@miamibeachfl.gov
Proposers are reminded to acknowledge receipt of this addendum as part of your RFP
submission.
Si/ ely'
/ � •
lex Denis
Procurement Director
• 11
2 ADDENDUM NO.5
RFP 2018-002-JC
i
Competitive Bid Reports-02 E.
MIAMI BEACH
COMMISSION MEMORANDUM
TO: Honorable Mayor and Members of the City Commission
FROM: Jimmy L. Morales, City Manager
DATE: May 16,2018
•
SUBJECT: REQUEST FOR APPROVAL TO ISSUE A REQUEST FOR PROPOSALS (RFP) NO. 2018-234-
, JC, FOR REVENUE ENHANCEMENT STUDY OF THE CITY'S UTILITIES.
RECOM MEN DATION
Authorize the Issuance of the RFP.
ANALYSIS
At the March 31, 2017 Finance and City Wide Committee meeting, a referral from the City Commission was(Item C4N)was
discussed regarding the engagement of a Revenue Enhancement Consultant to study the City's Utilities Department. It was
discussed to repeat the revenue enhancement study of the City's Utilities Department previous performed in 2009. Direction +
was given to Identify other areas for cost reduction potential so that an RFQ could be issued for revenue enhancement review.
At the June 30, 2017, Finance and City Wide Committee-meeting,staff presented those areas where the city would benefit from ,.
this type of evaluation and those areas where an evaluation would not be necessary since a review has been recently performed
by other parties. The Administration recommended the following a revenue enhancement study of the City's Utilities
Department,since the last study was performed in 2009. •
On June 30, 2017, the Committee approved the issuance of the RFQ for a revenue enhancement study. The Committee also
requested that the Administration come back to,the Committee with the scope of the RFP to ensure consistency with what the
Committee envisioned.
On September 20,2017,staff returned to the Committee to Identify the following scope of services for approval:
• Consultant should have a minimum of five (5) years' experience in performing similar work for utilities, including 3
identifying and recovering un-read,mis-read,and unmetered water revenues. •
• Consultant shall provide services leading to identifying an analyzing the cause of revenue loss from unread,mis-read
and un-metered water and sewer usage,wastewater services problems,meter related malfunctions,or lost accounts.
Finally, the consultant shall be able to quantify the potential revenue enhancement associated with the correction of
lost revenue, including providing a written analysis•detailing such findings, and recommendations for future improvements
and solutions.
At its April 11,2018 meeting,directed staff to prepare an RFQ for the desired scope of work.
SUBMITTAL REQUIREMENTS, Please Reference Section 0300, Page 12, RFP 2018-234-JC Revenue Enhancement 1'
Consultant to study the City's Utilities Department.
CRITERIA FOR EVALUATION. Please Reference Section 0400, Page 15,,RFP 2018-234-JC Revenue Enhancement
Consultant to study the City's Utilities Department.
CONCLUSION
The Administration recommends that that the Mayor.and City Commission authorize the Administration to issue Request for
Proposals(RFP)NO.2018-234-J C,for Revenue Enhancement Study of the City's Utilities Department.
KEY INTENDED OUTCOMES SUPPORTED
Strengthen Internal Controls To Achieve More Accountability
FINANCIAL INFORMATION
Grant funding will not be utilized for this project.
Legislative Tracking
Public Works/Procurement
ATTACHMENTS:
Description
RFP 2018-234-JC draft
l
1 �
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1
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WIAMI EH
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City of Miami Beach, 1755 Meridian Avenue, 3rd Floor, Miami Beach, Florida 33139,www.miamibeachfl.gov
PROCUREMENT DEPARTMENT •
Tel: 305-673-7490. •
ADDENDUM NO. 4
RFP 2018-234-JC
REVENUE ENHANCEMENT STUDY FOR UTILITIES
July 9, 2018
This Addendum to the above-referenced RFP 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). _
I. MODIFICATIONS.
. RFP DUE DATE AND TIME. The deadline for the receipt of,proposals is extended until
3:00 PM, on Friday, August 3, 2018, at the following location: City of Miami Beach,
Procurement Department, 1755.Meridian Aye, 3rd Floor, Miami Beach, FL 33139.
Additional questions received will be answered in .a forthcoming addendum. Any questions
regarding this Addendum should be submitted in writing to the Procurement Department to the
_ attention of the individual named below, with a copy to the City Clerk's Office at
RafaelGranado a@miamibeachfl.gov.
Procurement Contact: Telephone: Email:
Jason Crouch , 305-673-7000, ext. 6694 JasonCToubh@miamibeachfl.gov
Proposers are reminded to acknowledge receipt of this addendum as part of your RFP
submission. -
SOely ,
i /. '
f
•
Alex nis
Iprocliement Director
•
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•r •
1 ADDENDUM NO.4
RFP 2018-234-JC •
2
,
MIAMIBEACH
f . ,
City of Miami Beach, 1755 Meridian Avenue, 3rd Floor, Miami Beach, Florida 33139, www.miamibeachfl.gov
PROCUREMENT DEPARTMENT •
Tel: 305-673-7490.
ADDENDUM NO. 3 -
RFP 2018-234-JC -
REVENUE ENHANCEMENT STUDY FOR UTILITIES
June 22, 2018
This Addendum to the above-referenced RFP 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). .
I. MODIFICATIONS.
RFP DUE DATE AND TIME. The deadline for the receipt of proposals is extended until
3:00 PM, on Friday, July 13, 2018, at the following location: City of Miami Beach,
Procurement Department, 17.55 Meridian Ave, 3ru Floor, Miami Beach, FL 33139.
Additional questions received will be answered in a forthcoming addendum. Any questions
regarding this Addendum should be submitted in writing to the Procurement Department to the
attention of the individual named below, with a copy to the City Clerk's Qffice at
RafaelGranado a(�,miamibeachfl.ciov. .
Procurement Contact: Telephone: Email:
Jason Crouch 305-673-7000, ext. 6694 JasonCrouch@miamibeachfl.gov
Proposers are reminded to acknowledge receipt of this addendum as part of your RFP
submission.
•Si r-ly,
, A le„ . ,
lexfinis .
/'ro ment Director
I ADDN0.3
RFP 2018ENDUM-234-JC
•
M.IAMIBEA:CH
City of Miami Beach, 1755 Meridian Avenue, 3rd.Floor, Miami Beach, Florida 33139,www.miamibeachfl.gov
PROCUREMENT DEPARTMENT
Tel: 305-673-7490.
ADDENDUM NO. 2
RFP 2018-234-JC
REVENUE ENHANCEMENT STUDY FOR UTILITIES
June 15, 2018
I
This Addendum to the above-referenced RFP 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).
I. REVISIONS: The following changes have been made to Section 0300, Proposal Submittal Instructions
and Format,TAB 1 of the RFP:
•
•_' TAB I . Cover Letter&Minimum Qualifications Requirements
1.1 Cover Letter and Table of Contents. The cover letter must Indicate for which service area (Credit Card
Processin-insurance Policies, Security Services, Shipping or Elevator Service Agreements) the proposal io
•••• • -•• • e e ee - -•: Proposer's Primary Contact for the purposes of this solicitation.
1.2 Proposal Certification, Questionnaire & Requirements Affidavit (Appendix A).Attach Appendix A fully •
completed and executed.
1.3 Minimum Qualifications Requirements. Submit verifiable information documenting compliance with the
minimum qualifications requirements established in Appendix C, Minimum Requirements and Specifications.
Additional questions received will be answered in a forthcoming addendum. Any questions
regarding this Addendum should'be submitted in writing.to the Procurement Department to the
attention of the individual named below, with a copy to the City Clerk's Office at
RafaelGranado c(�miamibeachfl.gov.
Procurement Contact: Telephone: Email:
Jason Crouch 305-673-7000, ext. 6694 JasonCrouch@miamibeachfl.gov
Proposers are reminded. to acknowledge receipt of this addendum as part of your RFP
submission.
•i rely„)2.....,,f , .
Alex e is
Proc r• ment Director
I •ADDENDUM NO.2
RFP 2018-234-JC
;
I
MIAM1-BEACH
City of Miami Beach,'1755 Meridian Avenue, 3rd Floor, Miami Beach, Florida 33139, www.miamibeachfigov
PROCUREMENT DEPARTMENT
Tel: 305-673-7490.
' ADDENDUM NO. 1
RFP 2018-234-JC
' REVENUE ENHANCEMENT STUDY FOR UTILITIES
June 15, 2018
This Addendum to the above-referenced RFP 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).
I. ADDITION: TAB 5, PUBLIC BENEFIT, HAS BEEN ADDED TO PAGE 13 OF THE RFP AS FOLLOWS:
. TAB Public Benefit
•
•5.1 Contribution to Educational Initiatives.The City maintains a 501(C)(3)that is used to support the educational
initiatives of the Mayor and City Commission. Proposers may propose a recurring or non-recurring financial ,•
contribution to the educational initiatives 501(C)(3),
5.2 Other Value-Added Public Benefits, Proposers may submit detailed information on how Proposer will include
other value-added public benefits in the delivery of the proposed services,which may include any other benefits,
contributions or services that benefit the City and its residents.
Additional questions received will be answered in a forthcoming addendum. Any questions
regarding this Addendum should be submitted in writing to the Procurement Department to the
attention of the individual named below, with a copy to the City Clerk's Office at
RafaelGranado( miamibeachfl.gov.
Procurement Contact: Telephone: Email:
Jason Crouch 305-673-7000, ext. 6694 JasonCrouch@miamibeachfl.gov
Proposers are reminded to acknowledge receipt of this addendum as part of your RFP
submission.
•
Sin r ly,
•
k.--,.
lv72.:
Al De s •
•
P ocur ent Director
1 ADDENDUM NO.1
RFP 2018-234-JC
•
REQUEST FOR PROPOSALSRFP
f l
Revenue Enhancement Study for Utilities
•
2018-234-1C
RFP ISSUANCE DATE: MAY 16, 2018
PROPOSALS DUE: JUNE 29, 2018 AT 3:00 PM
ISSUED BY:
MIAMIBEACH
Jason Crouch, Procurement Contracting Officer
PROCUREMENT DEPARTMENT
1755 Meridian Avenue, 3rd Floor, Miami Beach, FL 33139
305.673.7000 x 6694 I JasonCrouch@miamibeachfl.gov I www.miamibeachfl.gov
MIAMI BEACH
TABLE OF CONTENTS
SOLICITATION SECTIONS: PAGE
0100 NOT UTILIZED N/A
0200 INSTRUCTIONS TO PROPOSERS & GENERAL CONDITIONS 3
0300 PROPOSAL SUBMITTAL INSTRUCTIONS & FORMAT 12
0400 PROPOSAL EVALUATION 15
APPENDICES: PAGE
APPENDIX A PROPOSAL CERTIFICATON, QUESTIONNAIRE AND AFFIDAVITS 17
APPENDIX B "NO PROPOSAL" FORM 24
APPENDIX C MINIMUM REQUIREMENTS & SPECIFICATIONS 26
APPENDIX D REVENUE PROPOSAL FORM 29
, APPENDIX E INSURANCE REQUIREMENTS 31
l
7177174-77. 2
MIAMI BEACH'
SECTION 0200 INSTRUCTIONS TO RESPONDENTS &GENERAL CONDITIONS
1. GENERAL. This Request for Proposals (RFP) is issued by the City of Miami Beach, Florida (the "City"), as the
means'for prospective Proposers to submit their qualifications, proposed scopes of work and cost 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
• Proposers and, subsequently, the successful Proposer(s) (the"contractor[s]") if this RFP results in an award.
The City utilizes PublicPurchase (www.publicpurchase.com) for automatic notification of competitive solicitation
opportunities and document fulfillment, including the issuance of any addendum to this RFP. Any prospective
Proposer who has received this RFP by any means other than through PublicPurchase must register immediately
with PublicPurchase to assure it receives any addendum issued to this RFP. Failure to receive an addendum
may result in disqualification of proposal submitted.
2. PURPOSE.
The City periodically reviews its business units to assure that operations are being performed in the most robust and.
prudential manner possible. Through this RFP, the City is requesting proposals from qualified firms experienced in
conducting revenue enhancement studies,for the purpose of analyzing the City's Utilities Department. By way of this
study, the City is seeking to identify and recover un-read, mis-read, and un-metered water revenues. Additionally,
the City seeks the resulting study to culminate in a written analysis wherein the determined cause(s)of revenue loss,
including wastewater service problems, meter related malfunctions, or lost accounts, are fully delineated and result
in the recommendations for future enhancements to correct the problems. The last study of this nature was
performed in 2009.
The City expects to incur no expenses as a result of this RFP. It is the City's intent that the fees paid to the selected
consultant(s)will be based on a percentage of the recovered costs.
3.ANTICIPATED RFP TIMETABLE.The tentative schedule for this solicitation is as follows:
RFP Issued May 16, 2018
Pre-Proposal Meeting May 31, 2018 at 10:00 AM
Deadline for Receipt of Questions June 19,2018 at 5:00 PM
Responses Due June 29, 2018 at 3:00 PM
Evaluation Committee Review TBD
Proposer Presentations TBD •
Tentative Commission Approval Authorizing TBD
Negotiations
4. PROCUREMENT CONTACT. Any questions or clarifications concerning this solicitation shall be submitted to the .
Procurement Contact noted below:
Procurement Contact: Telephone: Email:
Jason Crouch 305.673.7000 x 6694 JasonCrouch@miamibeachfl.gov
2018-234-JC
3,
MIAMI BEACH
Additionally, the City Clerk is to be copied on all communications,via e-mail at: RafaelGranado(a,miamibeachfl.gov;
or via facsimile: 786-394-4188.
The Proposal 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 RFP 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
RFP expressing their intent to participate via telephone.
6. PRE-PROPOSAL INTERPRETATIONS. Oral information or responses to questions received by prospective
Proposers are not binding on the City and will be without legal effect, including any information received at pre-
submittal meeting or site visit(s). The City by means of Addenda will issue interpretations or written addenda
clarifications considered necessary by the City in response to questions. Only questions answered by written
addenda will be binding and may supersede terms noted in this solicitation. Addendum will be released through
PublicPurchase. Any prospective proposer who has received this RFP by any means other than through
PublicPurchace must register immediately with PublicPurchase to assure it receives any addendum issued to this
RFP. 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 RFP Timetable section.
7. CONE OF SILENCE. This RFP 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 td 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(a 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://web.miamibeachfl.qov/procurementlscroll.aspx?id=79113
018-234-JC 4
MIAMI BEACH
• 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&SERVICES CITY CODE SECTION 2-449
9. PUBLIC ENTITY CRIME. A person or affiliate who has been placed on the convicted vendor list following a
• conviction for public entity crimes may not submit a bid on a contract to provide any goods or services to a public
entity, may not submit a bid on a contract with a public entity for the construction or repair of a public building or
public work, may not submit bids on leases of real property to public entity, may not be awarded or perform work as
a contractor, supplier, sub-contractor, or consultant under a contract with a public entity, and may not transact
business with any public entity in excess of the threshold amount provided in Sec. 287.017, for CATEGORY TWO
for a period of 36 monthsfrom the date of being placed on the convicted vendor list.
10. COMPLIANCE WITH THE CITY'S LOBBYIST LAWS. This RFP is subject to, and all Proposers are expected to
be or become familiar with, all City lobbyist laws. Proposers shall be solely responsible for ensuring that all City
lobbyist laws are complied with, and shall be subject to any and all sanctions, as prescribed therein, including,
without limitation, disqualification of their responses, in the event of such non-compliance.
11. DEBARMENT ORDINANCE: This RFP is subject to, and all proposers are expected to be or become familiar
with, the City's Debarment Ordinance as codified in Sections 2-397 through 2-406 of the City Code.
12. WITH THE CITY'S CAMPAIGN FINANCE REFORM LAWS. This RFP is subject to, and all Proposers are
expected to be or become familiar with, the City's Campaign Finance Reform laws, as codified in Sections 2-487
through 2-490 of the City Code. Proposers shall be solely responsible for ensuring that all applicable provisions of
the City's Campaign Finance Reform laws are complied with, and shall be subject to any and all sanctions, as
prescribed therein, including disqualification of their responses, in the event of such non-compliance.
13. CODE OF BUSINESS ETHICS. Pursuant to City Resolution No.2000-23879, the Proposer shall adopt a Code of
Business Ethics ("Code")and submit that Code to the Procurement Division with its response or within five
(5) days upon receipt of request. The Code shall, at a minimum, require the Proposer, to comply with all applicable
governmental rules and regulations including, among others, the conflict of interest, lobbying and ethics provision of
the City of Miami Beach and Miami Dade County.
7 14. AMERICAN WITH DISABILITIES ACT (ADA). Call 305-673-7490 to request material in accessible format; sign
language interpreters (five (5) days in advance when possible), or information on access for persons with disabilities.
For more information on ADA compliance, please call the Public Works Department, at 305-673- 7000, Extension
2984.
15. POSTPONEMENT OF DUE DATE FOR RECEIPT OF PROPOSALS. The City reserves the right to postpone
the deadline for submittal of proposals and will make a reasonable effort to give at least three (3) calendar days
written notice of any such postponement to all prospective Proposers through PublicPurchase.
2018-23477 5
•
MIAMI BEACH
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
who will serve as the CMR. The City will only contract with the prime contractor who will serve as the CMR.
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 RFP, 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 RFP or oral or written request for quotation, and such proposals are
responsive, responsible and otherwise equal with respect to quality and service, then the award shall be made to the
service-disabled veteran business enterprise.
19. DETERMINATION OF AWARD. The final ranking results of Step 1 & 2 outlined in Section 0400, Evaluation of
Proposals, will be considered by,the City Manager who may recommend to the City Commission the Proposer(s)
s/he deems to be in the best interest of the City or may recommend rejection of all proposals. The City Manager's
recommendation need not be consistent with the scoring results identified herein and takes into consideration Miami
Beach City Code Section 2-369, including the following considerations:
(1)The ability, capacity and skill of the Proposer to perform the contract.
(2)Whether the Proposer can perform the contract within the time specified,without delay or
interference.
(3)The character, integrity, reputation,judgment, experience and efficiency of the Proposer.
(4) The quality of performance of previous contracts.
(5) The previous and existing compliance by the Proposer with laws and ordinances relating to the
contract.
The City Commission shall consider the City Manager's recommendation and may approve such recommendation.
The City Commission may also, at its option, reject the City Manager's recommendation and select another Proposal
or Proposals which it deems to be in the best interest of the City, or it may also reject all Proposals.
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 RFP; postpone or cancel, at any
time, this RFP process; or waive any irregularities in this RFP, or in any responses received as a result of this RFP.
717-717rir 6
MIAMI BEACH
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 Procurement Department prior to award of the contract by the City Commission.
22. PROPOSER'S RESPONSIBILITY. Before submitting a response, each Proposer shall be solely responsible for
making any and all investigations, evaluations, and examinations, as it deems necessary, to ascertain all conditions
and requirements affecting the full performance of the contract. Ignorance of such conditions and requirements,
and/or failure to make such evaluations, investigations, and examinations, will not relieve the Proposer from any
obligation to comply with every detail and with all provisions and requirements of the contract, and will not be
accepted as a basis for any subsequent claim whatsoever for any monetary consideration on the part of the
Proposer.
23. COSTS INCURRED BY PROPOSERS.All expenses involved with the preparation and submission of Proposals,
or any work performed in connection therewith, shall be the sole responsibility (and shall be at the sole cost and
expense) of the Proposer, and shall not be reimbursed by the City.
24. RELATIONSHIP TO THE CITY. It is the intent of the City, and Proposers hereby acknowledge and agree, that
the successful Proposer is considered to be an independent contractor, and that neither the Proposer, nor the
Proposer's employees, agents, and/or contractors, shall, under any circumstances, be considered employees or
agents of the City.
24. OCCUPATIONAL HEALTH AND SAFETY. In compliance with Chapter 442, Florida Statutes, any toxic
substance listed in Section 38F-41.03 of the Florida Administrative Code delivered as a result of this proposal must
be accompanied by a Material Safety Data Sheet(MSDS)which may be obtained from the manufacturer.
25. ENVIRONMENTAL REGULATIONS. The City reserves the right to consider a proposer's history of citations
and/or violations of environmental regulations in investigating a proposer's responsibility, and further reserves the
right to declare a proposer not responsible if the history of violations warrant such determination in the opinion of the
City. Proposer shall submit with its proposal, a complete history of all citations and/or violations, notices and
dispositions thereof. The non-submission of any such documentation shall be deemed to be an affirmation by the
Proposer that there are no citations or violations. Proposer shall notify the Cityimmediately of notice of any citation
or violation which proposer may receive after the proposal opening date and during the time of performance of any
contract awarded to it.
26.TAXES.The City of Miami Beach is exempt from all Federal Excise and State taxes.
27. MISTAKES. Proposers are expected to examine the terms, conditions, specifications, delivery schedules,
proposed pricing, and all instructions pertaining to the goods and services relative to this RFP. 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
01,8-234-JC 7
MIAMI BEACH
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 applicablelaws, rules, and regulations. Proposer further certifies that it and its employees will keep all
licenses, permits, registrations, authorizations, or certifications required by applicable laws or regulations in full force
and effect during the term of this contract. Failure of Proposer to comply with this paragraph shall constitute a
material breach.of this contract.
Where contractor is required to enter or go on to City of Miami Beach property to deliver materials or perform work or
services as a result of any contract resulting from this solicitation, the contractor will assume the full duty, obligation
and expense of obtaining all necessary licenses, permits, and insurance, and assure all work complies with all
applicable laws. The contractor shall be liable for any damages or loss to the City occasioned by negligence of the
Proposer, or its officers, employees, contractors, and/or agents, for failure to comply with applicable laws.
32. SPECIAL CONDITIONS. Any and all Special Conditions that may vary from these General Terms and
Conditions shall have precedence.
33. NON-DISCRIMINATION. The Proposer certifies that it is in compliance with the non-discrimination clause
contained in Section 202, Executive Order 11246, as amended by Executive Order 11375, relative to equal
employment opportunity for all persons without regard to race, color, religion, sex or national origin. In accordance
with the City's Human Rights Ordinance, codified in Chapter 62 of the City Code, Proposer shall prohibit
discrimination by reason of race, color, national origin, religion, sex, intersexuality, gender identity, sexual
orientation, marital and familial status, and age or disability.
34. DEMONSTRATION OF COMPETENCY. The city may consider any evidence available regarding the financial,
technical, and other qualifications and abilities of a Proposer, including past performance (experience) in making an
award that is in the best interest of the City, including:
A. Pre-award inspection of the Proposer's facility may be made prior to the award of contract.
B. Proposals will only be considered from firms which are regularly engaged in the business of providing the
goods and/or services as described in this solicitation.
C. Proposers must be able to demonstrate a good record of performance for a reasonable period of time, and
have sufficient financial capacity, equipment, and organization to ensure that they can satisfactorily perform the
services if awarded a contract under the terms and conditions of this solicitation.
D. The terms "equipment and organization", as used herein shall, be construed to mean a fully equipped and
well established company in line with the best business practices in the industry, and as determined by the City
of Miami Beach.
8
MIAMI BEACH
E. The City may consider any evidence available regarding the financial, technical, and other qualifications and
abilities of a Proposer, including past performance (experience), in making an award that is in the best interest of
the City.
F.The City may require Proposer s to show proof that they have been designated as authorized representatives
of a manufacturer or supplier, which is the actual source of supply. In these instances, the.City may also require
material information from the 'source of supply regarding the quality, packaging, and characteristics of the
products to be supply to the City.
35. ASSIGNMENT. The successful Proposer shall not assign, transfer, convey, sublet or otherwise dispose of the
contract, including any or all of its right, title or interest therein, or his/her or its power to execute such contract, to
any person, company or corporation,without the prior written consent of the City.
36. LAWS, PERMITS AND REGULATIONS. The Proposer shall obtain and pay for all licenses, permits, and
inspection fees required to complete the work and shall comply with all applicable laws.
37. OPTIONAL CONTRACT USAGE. When the successful Proposer(s) is in agreement, other units of government
or non-profit agencies may participate in purchases pursuant to the award of this contract at the'option of the unit of
government or non-profit agency.
38. VOLUME OF WORK TO BE RECEIVED BY CONTRACTOR. It is the intent of the City to purchase the goods
and services specifically listed in this solicitation from the contractor. However, the City reserves the right to
purchase any goods or services awarded from state or other governmental contract, or on an as-needed basis
through the City's spot market purchase provisions.
39. DISPUTES. In the event of a conflict between the documents, the order of priority of the documents shall be as
follows:
A. Any contract or agreement resulting from the award of this solicitation; then
B., Addendum issued for this solicitation,with the latest Addendum taking precedence;;then
C. The solicitation;then
D. The Proposer's proposal in response to the solicitation.
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. .
2 9
MIAMI BEACH
42. FLORIDA PUBLIC RECORDS LAW. Proposers are hereby notified that all Bid including, without limitation, any
and all information and documentation submitted therewith, are exempt from public records requirements under
Section 119.07(1), Florida Statutes,)and s. 24(a), Art. 1 of the State Constitution until such time as the City provides
notice of an intended decision or until thirty (30) days after opening of the proposals, whichever is,earlier.
Additionally, Contractor agrees to be in full compliance with Florida Statute 119.0701 including, but not limited to,
agreement to (a) Keep and maintain public records that ordinarily and necessarily would be required by the public
agency in order to perform the services; (b) provide the public with access to public records on the same terms and
conditions that.the public agency would provide the records and at a cost that does not exceed the cost provided in
this chapter or as otherwise provided by law; (c) Ensure that public records that are exempt or confidential and
exempt from public records disclosure requirements are not disclosed except as authorized by law; (d) Meet all
requirements for retaining public records'and transfer, at no cost, to the public agency all public records in
possession of the contractor upon termination of the contract and destroy any duplicate public records that are. .
exempt or confidential and exempt from public records disclosure requirements. All records stored electronically
must be provided to the public agency in a format that is compatible with the information technology systems of the
public agency.
43. OBSERVANCE OF LAWS. Proposers are expected to be familiar with, and comply with, all Federal, State,
County, and City laws, ordinances, codes, rules and regulations, and all orders and decrees of bodies or tribunals
having jurisdiction or authority which, in any manner, may affect the scope of services and/or project contemplated
by this RFP (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.
46. EXCEPTIONS TO RFP. Proposers must clearly indicate any exceptions they wish to take to any of the
terms in this RFP, 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
RFP to which Proposer took exception to,(as said term and/or condition was originally set forth on the RFP).
47.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.
2018-234-JC 10
MIAMI BEACH
48. SUPPLEMENTAL INFORMATION. City reserves the right to request supplemental information from Proposers
at any time during the RFP solicitation process, unless otherwise noted herein.
49. ADDITIONAL SERVICES. Although this solicitation and resultant contract identifies specific goods, services or
facilities ("items"), it is hereby agreed and understood that the City, through the approval of the Department and
Procurement Directors (for additional items up to $50,000) or the City Manager (for additional items greater than
$50,000), may require additional items tokbe added to the Contract which are required to complete the work. When
additional items are required to be added to the Contract, awarded vendor(s), as applicable to the item being
requested, under this contract may be invited to submit price quote(s) for these additional requirements. If these
quote(s) are determined to be fair and reasonable, then the additional work will be awarded to the current contract
vendor(s) that offers the lowest acceptable pricing. The additional items shall be added to this contract by through a
Purchase Order(or Change Order if Purchase Order already exists). In some cases, the City may deem it necessary
to add additional items through a formal amendment to the Contract, to be approved by the City Manager.
The City may determineto 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.
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2018-234-JC; 11
SECTION 0300 PROPOSAL SUBMITTAL INSTRUCTIONS AND FORMAT
1. SEALED RESPONSES. One original Proposal (preferably in 3-ring binder) must be submitted in
an opaque, sealed envelope or container on or before the due date established for the receipt of
proposals. Additionally, ten (10) bound copies and one (1) electronic format (CD or USB format)
are to be submitted. The following information should be clearly marked on the face of the
envelopeor 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. Bid Proposals are to be received on or before the due date established herein for
the receipt of Bids. Any Bid received after the deadline established for receipt of 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. PROPOSAL FORMAT. In order to maintain comparability, facilitate the review process and
assist the Evaluation Committee in reviewof proposals, 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. Proposals that do not include the required information will be deemed non-responsive
and will not be considered.
TAB 1 Cover Letter&Minimum Qualifications Requirements
1.1 Cover Letter and Table of Contents.The-cover,letteLmust_indicate_for_which_service_area (Credit
Card Processing,'Insurance Policies, Security Services, Shipping or Elevator Service Agreements)the
proposal is submitted and the Proposer's and Proposer's Primary Contact for the purposes of this
solicitation.
1.2 Proposal Certification, Questionnaire & Requirements Affidavit (Appendix A). Attach
Appendix A fully completed and executed.
1.3 Minimum Qualifications Requirements. Submit verifiable information documenting compliance
' with the minimum qualifications requirements established in Appendix C, Minimum Requirements and
Specifications.
• TAB 2 Experience&'Qualifications
2.1 Qualifications of Proposing Firm. Submit detailed information regarding the firm's history and
relevant experience and proven track record of providing the scope of services similar as identified in
this solicitation, including experience in providing similar scope of services to public or private sector
agencies. Submit at least three (3) projects within the last five (5) years where the Proposer has
performed services similar to the scope of this RFP for a public or private sector client and provide
details and outcomes of the services provided.
2.1.1. For each project that the Proposer submits as evidence of similar experience,the following is
required: project description,agency name, state whether private or public, agency contact, contact
telephone&email, and year(s)and term of engagement.
2.1.2.Submit any relevant case study samples.
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
2018-234-JC 12
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 Proposal team
member to be assigned to this contract.
TAB 3 Approach and Methodology
- Proposers are required to provide the following information regarding approach and methodology
in the proposal submission:
3.1 Submit detailed information addressing how Proposer will achieve each portion of the scope of •
services outlined in Appendix C, Minimum Requirements and Specifications, for Revenue
Enhancement Study for City Utilities.
3.2 Value Added Services. Submit detailed information addressing any value-added services that
the Proposer is proposing relating to the objectives of the RFP, relevant to the approach and
methodology proposed.
Responses shall be in sufficient detail and include supporting documentation, as applicable, which
will allow the Evaluation Committee to complete a fully review and score the proposed approach
,and methodology.
TAB 4 Revenue Proposal
Submit a completed Revenue Proposal Form (Appendix D).
5. REQUIRED INFORMATION.After proposal submittal, the City reserves the right to request any
documentation omitted,with exception of the following:
4.1. Proposal Certification, Questionnaire&Requirements Affidavit;
4.2. Revenue Proposal Form (Appendix D); and
4.3. Bid Bond if ap.licable
Proposals that fail to include completed and executed 1) Proposal' Certification,
Questionnaire & Requirements Affidavit, 2) Revenue Proposal Form (Appendix D),, and 3)
Bid Bond(if applicable),shall be deemed non-responsive and shall not be considered.
Additionally, 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).
6. FINANCIAL CAPACITY. Upon request by the City, 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
2018-234-JL
13
•
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.
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2018-234-JC 14
SECTION 0400 PROPOSAL 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, Proposers may be requested to make additional written submissions of a clarifying nature or oral
presentations to the Evaluation Committee. The evaluation of proposals will proceed in a two-step process
as noted below. It is important to note that the Evaluation Committee will score the qualitative portions of the
r 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 Procurement Department. 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 t-Qualitative Criteria Maximum Points
Proposer Experience and Qualifications 40
Approach and Methodology s 7 35
TOTAL AVAILABLE STEP 4 POINTS 75
� I
3. Step 2 Evaluation. Following the results of Step 1 Evaluation of qualitative criteria, the Proposers 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
Revenue Proposal 25
Veterans Preference 5
. TOTAL AVAILABLE STEP 2 POINTS 30r
2018-234-JC 1 15
4. Revenue Proposal Evaluation. The revenue proposal points shall be developed in accordance with the
following formula:
Sample Objective Formula for Revenue Points
Example Maximum Formula for Calculating Points, Total Points
Vendor Allowable Points (cost of proposal being evaluated I Awarded
Vendor Revenue (Points noted are for illustrative highest revenue proposal X (Rounded to
Proposal purposes only.Actual points are maximum allowable points= nearest whole
noted above.) awarded points) number)
Vendor A $200 20 •$200/$200 X 20=20 20
Vendor B $150 20 $1501$200 X 20=15 15
Vendor C $100 20 $100/$200X20=10 10
5. Determination of Final Ranking. At the conclusion of the Evaluation Committee Step 1 scoring, Step 2
Points will be added to each evaluation committee member's scores by the Procurement Department. Step
1 and 2 scores will be converted to rankings in accordance with the example below:
Proposer A Proposer B Proposer C'
Ste. 1 Points 82 76 80
Committee '_ ;, Ste.2 Points 22 15 12
Member 1 };, Total 104 91 92
6,;;;,, ,, Ste. 1 Points 79 85 72
Committee ;
Ste•2 Points 22 15 12
'Member=2i1 w>: Total 101 100 84
Ste• 1 Points 80 74 66
y Committee ..7u Ste.2 Points 22 15 12
z..Member.2„'T ;• .Total 102 89 78
Low Aggregate-Score - 3 • 7 8.
Final Ranking' , 't - 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.
2018-234-J L 16
APPENDIX A
Proposal Certification ,
Questionnaire &
Requirements Affidavit
RFP 2018-234-JC
REVENUE ENHANCEMENT STUDY FOR
UTILITIES
PROCUREMENT DEPARTMENT
1755 Meridian Avenue, 3rd Floor
Miami Beach, Florida 33139
••
2018-234-JC
17
Solicitation No: Solicitation Title:
2018-234-JC Revenue Enhancement Study for Utilities
Procurement Contact Tel: Email:
Jason Crouch 305.673.7000 x 6694 JasonCrouch@miamibeachfl.gov
PROPOSAL CERTIFICATION, QUESTIONNAIRE & REQUIREMENTS AFFIDAVIT
Purpose: The purpose of this Proposal Certification, Questionnaire and Requirements Affidavit Form is to inform
prospective Proposers of certain solicitation and contractual requirements, and to collect necessary information from
Proposers 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:
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.
18
2018-234-JC
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 documentationproving that firm
is certified as a veteran-owned business or a service-disabled veteran owned business by the State of Florida or United States
federal government,as required pursuant to ordinance 2011-3748.
2. Conflict Of Interest.All Proposers must disclose, in their Proposal,the name(s)of any officer,director,agent,or immediate family
member (spouse, parent, sibling, and child) who is also an employee of the City of Miami Beach. Further, all.Proposers must
disclose the name of any City employee who owns, either directly or indirectly, an interest of ten (10%) percent or more in the
Proposer entity or any of its affiliates.
SUBMITTAL REQUIREMENT: Proposers must disclose the name(s)of any officer, director, agent, or immediate family member
(spouse,parent,sibling,and child)who is also an employee of the City of Miami Beach. Proposers must also disclose the name of
any City employee who owns, either directly or indirectly, an interest of ten(10%)percent or more in the Proposer entity or any of
its affiliates
3. References&Past Performance. Proposer shall submit at least three(3)references for whom the Proposer has completed work
similar in size and nature as the work referenced in solicitation.
SUBMITTAL REQUIREMENT: For each reference submitted, the following information is required: 1) Firm Name, 2) Contact
Individual Name&Title,3)Address,4)Telephone,5)Contact's Email and 6)Narrative on Scope of Services Provided.
4. Suspension,Debarment or Contract Cancellation.Has Proposer ever been debarred,suspended or other legal violation,or had
a contract cancelled due to non- erformance by anpublic sector agency?
YES an
NO
•
SUBMITTAL REQUIREMENT: If answer to above is "YES," Proposer shall submit a statement detailing the reasons that led to
action(s).
5. Vendor Campaign Contributions. Proposers are expected to be or become familiar with, the City's Campaign Finance Reform
laws, as codified in Sections 2-487 through 2-490 of the City Code. Proposers shall be solely responsible for ensuring that all
applicable provisions of the City's Campaign Finance Reform laws are complied with,and shall be subject to any and all sanctions,
as prescribed therein,including disqualification of their Proposals,in the event of such non-compliance.
•
SUBMITTAL REQUIREMENT: Submit the names of all individuals or entities (including your sub-consultants) with a controlling
financial interest as defined in solicitation. For each individual or entity with a controlling financial interest indicate whether or not
eachindividual 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 Procurement Department with its
proposal/respone or within five(5)days upon receipt of request. The Code shall, at a minimum, require the Proposer,to comply
with all applicable governmental rules and regulations including, among others, the conflict of interest, lobbying and ethics
provision of the City of Miami Beach and Miami Dade County.
SUBMITTAL REQUIREMENT: Proposer shall submit firm's Code of Business Ethics. In lieu of submitting Code of Business
Ethics,Proposer may submit a statement indicating that it will adopt,as required in the ordinance,the City of Miami Beach Code of
Ethics,available at http://www.miamibeachfl.gov/city-hall/procurement/orocurement-related-ordinance-and-procedures/
7. Living Wage. Pursuant to Section 2 108 of the City of Miami Beach Code, as same may be amended from time to time,covered
1. Effective January 1, 2018, covered employees must be paid a living wage rate of no les than $11.62 per hour with
health care benefits of at least$2.26 per hour,or a living wage rate of no lees than$13.88 per hour without health care
benefits
19
•
' 2018-234-JC
benefits-
3. Effective January 1, 2020, covered employees must be paid a living wage rate of no Iccc than $11.78 per hour with
• •• :- - - -•: ••- - - :-•- - - , : Resolution of the City Commission be indexed annually for inflation
available at htto://www.miamibcachfl.eo<</cit',halllorocuramesatieracurcment related ordinance and procedures/
•iia - • - • - --
8. Equal Benefits for Employees with Spouses and Employees with Domestic Partners. When awarding competitively solicited
contracts valued at over$100,000 whose contractors maintain 51 or more full time employees on their payrolls during 20 or more
calendar work weeks, the Equal Benefits for Domestic Partners Ordinance 2005-3494 requires certain contractors doing business
with the City of Miami Beach, who are awarded a contract pursuant to competitive proposals, to provide"Equal Benefits"to.their
employees with domestic partners, as they provide to employees with spouses. The Ordinance applies to all employees of a __
Contractor who work within the City limits of the City of Miami Beach,Florida;and the Contractor's employees located in the United
States, but outside of the City of Miami Beach limits, who are directly performing work on the contract within the City of Miami
Beach.
A. Does your company provide or offer access to any benefits to employees with spouses or to spouses of employees?
YES NO
B. Does your company provide or offer access to any benefits to employees with(same or opposite sex)domestic partners*or to
domestic partners of employees?
YES NO
c. Please check all benefits that apply to your answers above and list in the "other" section any additional
benefits not already specified. Note: some benefits are provided to employees because they have a spouse or
domestic partner, such as bereavement leave; other benefits are provided directly to the spouse or domestic
partner,such as medical insurance.
BENEFIT Firm Provides for Firm Provides for Firm does not
Employees with Employees with Provide Benefit
Spouses Domestic Partners
Health
Sick Leave
Family Medical Leave' •
Bereavement Leave
If Proposer cannot offer a benefit to domestic partners because of reasons outside your control, (e.g., there are no insurance
providers in your area willing to offer domestic partner coverage)you may be eligible for Reasonable Measures compliance. To
comply on this basis, you must agree to pay a cash equivalent and submit a completed Reasonable Measures Application
(attached)with all necessary documentation.Your Reasonable Measures Application will be reviewed for consideration by the City
Manager, or his designee.Approval is not guaranteed and the City Manager's decision is final. Further information on the Equal
Benefits requirement is available at http://www.miamibeachfl.Qov/city-hall/procuremenUprocurement-related-ordinance-and-
procedures/
•
20
2018-234-JC
9. Public Entity Crimes.Section 287.133(2)(a), Florida Statutes,as currently enacted or as amended from time to time,states that a
person or affiliate who has been placed on the convicted vendor list following a conviction for a public entity crime may not submit
a proposal, proposal, or reply on a contract to provide any goods or services to a public entity; may not submit a proposal,
proposal,or reply on a contract with a public entity for the construction'or repair of a public building or public work;may not submit
proposals, proposals, or replies on leases of real property to a public entity; may not be awarded or perform work as a contractor,
supplier, subcontractor,or consultant under a contract with any public entity; and may not transact business with any public entity
in excess of the threshold amount provided in s. 287.017 for CATEGORY TWO for a period of 36 months following the date of
being placed on the convicted vendor list.
•
SUBMITTAL REQUIREMENT: No additional submittal is required. By virtue of executing this affidavit document, Proposer agrees
with the requirements of Section 287.133, Florida Statutes,and certifies it has not been placed on convicted vendor list.
10. Non-Discrimination.Pursuant to City Ordinance No.2016-3990,the City shall not enter into a contract with a business unless the
business represents that it does not and will not engage in a boycott as defined in Section 2-375(a)of the City Code,including the
blacklisting,divesting from,or otherwise refusing to deal with a person or entity when such action is based on race,color,national
origin,religion,sex,intersexuality,gender identity,sexual orientation,marital or familial status,age or disability.
SUBMITTAL REQUIREMENT: No additional submittal is required. By virtue of executing this affidavit document, Proposer agrees
it is and shall remain in full compliance with Section 2-375 of the City of Miami Beach City Code.
11. Moratorium on Travel to and the Purchase of Goods or Services from North Carolina and Mississippi. Pursuant to
Resolution 2016-29375, the City of Miami Beach, Florida, prohibits official City travel to the states of North Carolina and
Mississippi,as well as the purchase of goods or services sourced in North Carolina and Mississippi. Proposer shall agree that no
travel shall occur on behalf of the City to North Carolina or Mississippi,nor shall any product or services it provides to the City be
sourced from these states.
SUBMITTAL REQUIREMENT: No additional submittal is required. By virtue of executing this affidavit document, Proposer agrees
it is and shall remain in full compliance with Resolution 2016-29375.
12. Fair Chance Requirement. Pursuant to Section 2-376 of the City Code, the City shall not enter into any contract resulting from a
competitive solicitation, unless the proposer certifies in writing that the business has adopted and employs written policies,
practices, and standards that are consistent with the City's Fair Chance Ordinance, set forth in Article V of Chapter 62 of the City
Code ("Fair Chance Ordinance"), and which, among other things, (i) prohibits City contractors, as an employer, from inquiring
• . about an applicant's criminal history until the applicant is given a conditional offer of employment; (ii) prohibits advertising of
employment positions with a statement that an individual with a criminal record may not apply for the position, and (iii) prohibits •
placing a statement on an employment application that a person with a criminal record may not apply for the position.
SUBMITTAL REQUIREMENT: No additional submittal is required at this time. By virtue of executing this affidavit, Proposer
certifies that it has adopted policies,practices and standards consistent with the City's Fair Chance Ordinance. Proposer agrees to
provide the City with supporting documentation evidencing its compliance upon request. Proposer further agrees that any breach
of the representations made herein shall constitute a material breach of contract, and shall entitle the City to the immediate
termination for cause of the agreement,in addition to any damages that may be available at law and in equity.
13. Acknowledgement of Addendum. After issuance of solicitation, the City may release one or more addendum to the solicitation
which may provide additional information to Proposers or alter solicitation requirements. The City will strive to reach every
Proposer having received solicitation through the City's e-procurement system, PublicPurchase.com. However, Proposers are
solely responsible for assuring they have received any and all addendum issued pursuant to solicitation.This Acknowledgement of
Addendum section certifies that the Proposer has received all addendum released by the City pursuant to this solicitation. Failure
to obtain and acknowledge receipt of all addenda may result in proposal disqualification.
Initial to Confirm Initial to Confirm Initial to Confirm
Receipt Receipt _ Receipt
Addendum 1 Addendum 6 Addendum 11
Addendum 2 Addendum 7 Addendum;12
Addendum 3 Addendum 8 Addendum 13
Addendum 4 I Addendum 9 Addendum 14
Addendum 5 Addendum 10 Addendum 15
If additional confirmation of addendum is required,submit under separate cover.
21
2018-234-JC
• DISCLOSURE AND DISCLAIMER SECTION
The solicitation referenced herein is being furnished to the recipient by the City of Miami Beach (the"City")for the recipients convenience.
Any action taken by the City in response to Proposals made pursuant to this solicitation,or in making any award, or in failing or refusing to
make any award pursuant to such Proposals, 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 proposals, may accept or reject proposals, an'd
may accept proposals which deviate from the solicitation, as it deems appropriate and in its best interest. In its sole discretion,the City may
determine the qualifications and acceptability of any party or parties submitting Proposals in response to this solicitation.
Following submission of a Bid or Proposal, the applicant agrees to'deliver such further details, information and assurances, including
financial and disclosure data, relating to the Proposal 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 Proposers. It is the responsibility of the recipient to
assure itself that information contained herein is accurate and complete.The City does not provide any assurances as to the accuracy of any
information in this solicitation.
Any reliance on these contents,or on any permitted communications with City officials,shall be at the recipient's own risk. Proposers 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 Proposal 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 Proposal. I
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 Proposers will be bound only as, if and when a Proposal (or Proposals), 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.
Proposers are expected to make all disclosures and declarations as requested in this solicitation.By submission of a Proposal,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 Proposal,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 Proposal is true, accurate and complete, to the best of its knowledge,
information,and belief.
Notwithstanding the foregoing or anything contained in the solicitation,all Proposers 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. "
22
2018-234-JC
PROPOSER CERTIFICATION
I hereby certify that: I, as an authorized agent of the Proposer , am submitting the following information as my firm's
proposal; Proposer agrees&to complete and unconditional acceptance of the terms and conditions of this document,
inclusive of this solicitation, all attachments, exhibits and appendices and the contents of any Addenda released hereto, and
the Disclosure and Disclaimer Statement; proposer agrees to be bound to any and all specifications, terms and conditions
contained in the solicitation, and any released Addenda and understand that the following are requirements of this
solicitation and failure to comply will result in disqualification of proposal submitted; Proposer has not divulged, discussed,
or compared the proposal with other Proposals and has not colluded with any other proposer or party to any other proposal;
proposer acknowledges that all information contained herein is part of the public domain as defined by the State of Florida
Sunshine and Public Records Laws; all responses, data and information contained in this proposal, inclusive of the
Statement of Qualifications Certification,Questionnaire.and Requirements Affidavit are true and accurate.
Name of Proposer's Authorized Representative: Title of Proposer's Authorized Representative:
Signature of Proposer's Authorized Representative: Date:
•
State of FLORIDA ) On this_day of ,20_,personally
appeared before me who
County of ) stated that (s)he is the
of , a corporation, and that the instrument was signed in behalf of
the said corporation by authority of its board of directors and acknowledged said
instrument to be its voluntary act and deed. Before me:
Notary Public for the State of Florida
My Commission Expires: •
23
2018-234-JC
APPENDIX B
" No Bid " Form
RFP 201B-2a4-JC
REVENUE ENHANCEMENT STUDY FOR
UTILITIES
•
PROCUREMENT DEPARTMENT
1755 Meridian Avenue, 3rd Floor
Miami Beach, Florida 33139,
Not .: r t im oftant'icr'`those vendors whc have received"notification of
jthis solicitatbn butt'nave,decided'rtot toF respond -to domp1eie and submit
`tt `attcched °`Stafekl'ment'of No Bia ',. he.`'Statement of IS,fo Bid' provides
The ir tormotran ori" ch*:,,.AO improve the. solicitation process:'
:'Failure e.submit a "5:tatemerit or NO Bid' may result in not being nofifiectj
;.of :cure sOlicita'tiens.by the.,City. : . LL ,\f
2018-234-JC 24
Statement of No Bid
WE HAVE ELECTED NOT TO SUBMIT A PROPOSAL AT THIS TIME FOR
REASON(S) CHECKED AND/OR INDICATED BELOW:
_Workload does not allow us to proposal
_Insufficient time to respond
_ Specifications unclear or too restrictive
Unable to meet specifications
•
_Unable to meet service requirements
_Unable to meet insurance requirements
_Do not offer this product/service
_OTHER. (Please specify)
We do_do not_want to be retained on your mailing list for future proposals
of this type product and/or service.
Signature:
Title:
Legal Company Name:
Note: Failure to respond, either by submitting a proposal or this completed form,
' may result in your company being removed from our vendors list.
PLEASE RETURN TO:
'CITY OF MIAMI BEACH
PROCUREMENT DEPARTMENT
ATTN: Jason Crouch
RFP#2018-234-JC
1755 MERIDIAN AVENUE, 3rd FLOOR
MIAMI BEACH, FL 33139
•
2018-234-JC 25
APPENDIX C
bg r A
y it f •;^+N-.= 74;'‘
•
Minimum Requirements
& Specifications
RFP 2018-234-JC
REVENUE ENHANCEMENT STUDY FOR
UTILITIES
PROCUREMENT DEPARTMENT
1755 Meridian Avenue, 3rd Floor
Miami Beach, Florida 33139
2018-234-JC 26
Cl. Minimum Requirements. The Minimum Eligibility Requirements for this solicitation are listed
below. Proposer shall submit detailed verifiable information affirmatively documenting compliance
with each minimum requirement. Proposersthat fail to comply with minimum requirements will be
deemed non-responsive and will not be considered.
1. Proposer must have been in business for at least five (5) years providing services similar
to the services identified herein.
SUBMITTAL REQUIREMENT. Submit information that documents the above requirement.
For each client submitted, provide the following information: client name; client contact,
telephone & email; description of services provided and term of engagement (e.g., 2010-
-' 2015).
C2. Statement of Work Required. -
The City is seeking proposals' from qualified firms experienced in conducting revenue
enhancement studies, for the purpose of analyzing the City's Utilities Department. By way of this
study, the City is seeking to identify and recover un-read, mis-read, and un-metered water
revenues. Additionally, the City seeks the resulting study to culminate in a written analysis wherein
the determined cause(s) of revenue loss, including wastewater service problems, meter related
malfunctions, or lost accounts, are fully delineated. The City expects that the Consultant will
produce recommendations for future enhancements to correct the identified problems. Fees paid to
the awarded consultant would be based under a contingency-fees arrangement on a percentage of
the recovered costs identified in Appendix D, Revenue Proposal Form. The City expects to incur no
expenses as a result of.this RFP.
Scope of work for the revenue enhancement study of the City's Utilities department shall include,
but not be limited.to, the following tasks:
• Consists of, but is not limited to, identifying and analyzing the cause of revenue
loss from unread, mis-read and un-metered water and sewer usage, wastewater
services problems, meter related malfunctions (meter inaccuracies due to meter
age shall not be considered for the purpose of compensation), or lost accounts,
and recovering associated lost revenues.
• Meet with the Public Works Department, Office of Budget 'and Performance
Improvement(OBPI) and Finance personnel to discuss objectives of the study, the
departments involved, the sections and functions to be included in the study, and
organizational changes that have occurred since the last study was implemented.
• Review the results of the previous revenue enhancement study from 2009.
• Collect any data needed for the applicable fiscal year(s)and area(s) being studied.
Collect organizational, personnel, and financial information relative to the study.
• Develop an expenditure analysis which ties back all revenue study elements to the
department(s) affected.
• Quantifying the potential revenue enhancement associated with the correction of
these problems.
• Produce a draft document, including all supporting discoveries, statistical data,
- - 27
recommendations, and assumptions for review by City staff.
• Incorporate comments from.City staff, and provide a final report including all
supporting discoveries, statistical data, and assumptions in original form (i.e.,
Word, Excel) as well as in PDF format.
• The study shall determine where new operational efficiencies may be implemented
to provide more future control.
Balance of Page Intentionally Left Blank
2018-234-JC: 28
_ APPENDIX D
A "t7,- -1; riE444,4v
11 4
(
Revenue Proposal Form
RFP 2018-234-JC
REVENUE ENHANCEMENT STUDY FOR
UTILITIES
•
PROCUREMENT DEPARTMENT
1755 Meridian Avenue, 3rd Floor
Miami Beach, Florida 33139
,2018-234-JC 29
APPENDIX D
REVENUE PROPOSAL FORM
Failure to submit the Revenue Proposal.Form, in its entirety and fully executed,by the deadline established for
the receipt of proposals will result in proposal being deemednon-responsive and being rejected.
Proposer affirms that the Proposed Revenue Sharing Rates stated on the Revenue Proposal Form are
inclusive of all costs borne by the Proposer relating to the scope of the project; and Proposer affirms that no
claim will be made on account of any increase in research costs, wages, material prices, delivery delays,
taxes, insurance, cost indexes or on any other account.
The Revenue Proposal Form shall be completed mechanically or, if manually, in ink. Revenue Proposal
Form completed in pencil shall be deemed non-responsive. All corrections on the Revenue Proposal
Form shall be initialed.
• Proposed Gross Net Revenue
Description Revenue Savings to the City
Sharing (*for calculation
• • purposes only)
Rate to the
City
1. Revenue Share for Cost Savings Realized by
the City as a Result of the Revenue % $100,000* $
Enhancement Study/Recovery
2. Revenue Share for Cost
Savings/Avoidance/Efficiencies Realized by % $100,000* $
the City as a Result of Recommendations for
Future Efficiencies
1Total Net Revenue to the City* $
•
1Basis for Allocation of Revenue Points.
- Bidder's Affirmation
Company:
Authorized Representative:
Address:
Telephone:
Email:
Authorized Representative's Signature:
2018-234-JC 30
APPENDIX E
Tar rvt
Insurance Requirements
RFP 2018-234-JC
REVENUE ENHANCEMENT STUDY FOR
UTILITIES
PROCUREMENT DEPARTMENT
1755 Meridian Avenue, 3rd Floor
Miami Beach, Florida 33139
2018-234-JC 31
_
miAAAI BEAc H
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.
XXX 4. Professional Liability Insurance in an amount not less than $1,000,000 with the deductible per claim, if
any, not to exceed 10% of the limit of liability.
5. Excess Liability-$ .00 per occurrence to follow the primary coverages.
XXX 6. The City must be named as and additional insured on the liability policies; and it must be stated on the
certificate.
7. 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 8. Thirty(30)days written cancellation notice required.
XXX 9. Best's guide rating B+:VI or better, latest edition.
XXX 10. 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.
777-7= 32
ATTACHMENT C
CONSULTANTS RESPONSE TO THE (RFP)
Detail by FEI/EIN Number Page 1 of 2
•
Florida Deoartmant of State Divas,ori or CORPo?AriONs
•
on o(T:I:si;alar ajFluri f wv6?itu
Department of State / Division of Corporations / Search Records / Detail By Document Number/
Detail by FEI/EIN Number
Foreign Profit Corporation .
ISI WATER COMPANY
Filing Information
•
Document Number F05000006430
FEI/EIN Number 20-2413479
Date Filed 10/19/2005 •
State TX
Status ACTIVE
Principal Address
5215 FIDELITY STREET
• HOUSTON,TX 77029
Changed:01/25/2011 •
Mailing Address
5215 FIDELITY STREET
HOUSTON,TX 77029
Changed:01/25/2011
Registered Agent Name&Address
CAPITAL CONNECTION, INC:-
417
NC:417 E.VIRGINIA ST. •
STE. 1
TALLAHASSEE, FL 32301-1283
Officer/Director Detail
Name&Address
Title PCD •
HERBERT,TIMOTHY
5215 FIDELITY STREET
HOUSTON:TX 77029
Annual Reports
Report Year Filed Date
2017 01/04/2017
•
2018 01/05/2018
2019 01/29/2019
•
http://s earch.sunb iz.org/Inquiry/C orporationS earch/S earchRe sultDetail?inqui... 6/6/2019
Detail by FEI/EIN Number . Page 2 of 2
•
Document Images
01/29/2019—ANNUAL REPORT View image in PDF format •
01/05/2018—ANNUAL REPORT View image in PDF format
01/04/2017—ANNUAL REPORT View image in PDF format
01/08/2016—ANNUAL REPORT View image in PDF format
• 02/21/2015—ANNUAL REPORT View image in PDF format
01/10/2014—ANNUAL REPORT View image in PDF format
01/17/2013—ANNUAL REPORT View image in PDF format
01/09/2012—ANNUAL REPORT View image in PDF format
01/25/2011—ANNUAL REPORT View image in PDF format
•
01/23/2010—ANNUAL REPORT View image in PDF format
01/21/2009—ANNUAL REPORT View image in PDF format
01/16/2008—ANNUAL REPORT View image in PDF format
01/10/2007—ANNUAL REPORT View image in PDF format
01/23/2006—ANNUAL REPORT View image in PDF format
10/19/2005—Foreign Profit View image in PDF format
n
Florida Department of State,Division of Corporations
•
http://search.sunb iz.org/Inquiry/C orporationS earch/S earchRes ultDetai l?inqui... 6/6/2019
sunbiz.org - Florida Department of State Page 1 of 1
Florida Deoartment of State DIVISION OF CORPORATIONS
A.
1:isyslo.H of , •
eOrg f.?Pr' ),, ritr �:r
dtti aff•;hil:wtt of.f aithJ web:Tlis .
Previous on List Next on List Return to List
•i
Filing History ,
Fictitious Name Detail
Fictitious Name
WATER COMPANY OF AMERICA
Filing Information
Registration Number G14000029497
Status ACTIVE )
Filed Date 03/24/2014 l
Expiration Date 12/31/2024 •
Current Owners 1 •
County MULTIPLE
Total Pages 2
Events Filed 1 ,
FEI/EIN Number 20-2413479
Mailing Address • '
5215 FIDELITY ST.
HOUSTON,TX 77029
•
Owner Information
ISI WATER COMPANY
5215 FIDELITY ST. •
HOUSTON,TX 77029
FEI/EIN Number:20-2413479
x Document Number:F05000006430
Document Images
03/24/2014--Fictitious Name Filing View image in PDF format
01/31/2019--Fictitious Name Renewal Filing View image in PDF format
Previous on List Next on List Return to List •
Filing History •
, Florida Department or State,Division of Corporations
•
http://dos.sunbiz.org/scripts/ficidet:.exe7action=DETFEI&docnum=G 140000... 6/6/2019
1
WATER COMPANY OF AMERICA Serving Water,Wastewater,Stormwater and Solid Waste Utilities
...,.„ A._.w= .,, ='9v?nue=„^ancemert Snci'iV., Si.lce i943 I
RESPONSE TO
REQUEST FOR PROPOSAL
Revenue Enhancement Study for Utilities
RFP: 2018-234-JC
Due Date: July 13,2018 3:00 PM Eastern Time
Requested by
City of Miami Beach, Florida
Submitted to:
Jason Crouch, Procurement Contracting Officer ,
Miami Beach Procurement Department
1755 Meridian Avenue,3`d Floor
Miami Beach,Florida 33139 USA
305-673-7000 x 6694
Email:jasoncrouch@miamibeachfl.gov
< -
Submitted by:
ISI WATER COMPANY
Water Company of America (FL Fic Name Reg# G14000029497)
Ada Izquierdo, Contract Manager
6320 SW 89 Ct
Miami, FL 33173
Steven Hooper, General Manager
5215 Fidelity Street
Houston,TX 77029
steveewatercompanvofamerica.com
(281)352-0047
ATTEST:
...ze
/ \
7_/3 --lam
Steven Hooper Date
General Manager,ISI Water Company
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, �r ,, 1 .r rr , ,t-Iii." -,.-.' 7't' 3 5 • •,'
{ v`�• f ,. y.
f� .741,41.4i<Wat`e. Crei an � 'x„ 0 g9'` Zi,2 %, r S2'G5 idekity,,gtreot t{.64 -tort TX 7702.9r~. .9� 2.g1f.352 WY47.
T '4d.re . int t f�"t, 5 <. ,„,t
. L.W <.' hQs`f' `' ' E 4 .V,,,,.-1 s .F r.;^. �5.^'g M1, ,,,. , v- i6. .,-- ,r .•.t.,'. ,, * t �^ i , ?. ' +i '"�:�`.':'r..`'x '_. `
L
WATER COMPANY OF AMERICA
<� �j Revenue Enhancement Specialists Since 1989
July 13, 2018
Jason Crouch, Procurement Contracting Officer
Miami Beach Procurement Division
1755 Meridian Avenue, 3rd Floor
Miami Beach, Florida 33139
Subject: Cover Letter
ISI Water Company (referred to herein as Water Company of America "WCA") is pleased to
submit this response to the Request for Proposal 2018-234-JC entitled "Revenue Enhancement
Study for Utilities" issued by the City of Miami Beach.
The study proposed in this RFP is identical to previous and current projects performed by WCA
for Municipal Utility Departments nationwide, the first in 1989. Since initiating the first ever
project of this nature in the nation twenty-nine years ago, we have gained substantial national
' experience from a diverse group of very successful contract opportunities. While teaming with
utilities as large as 374,000 accounts in Miami, Dade. County and as small as 1,600 in Florida
City, WCA has increased the billings and collections to our clients substantially. The benefits of
these increases in revenue are numerous and are detailed in our accompanying proposal.
In response to this RFP, and as with all previous contracts undertaken, WCA's program of
revenue enhancement is offered on a performance fee basis. WCA will bear all of its study costs.
WCA will be entitled solely to a share of increased collected revenues generated by this program.
WCA has a proven program for revenue recovery. We most sincerely appreciate the opportunity
to provide assistance to the City in this project.The contact information and the person authorized
by the Company to negotiate contract terms and render binding decisions of contract matters for
the Company related to this RFP is as follows:
Steven M. Hooper, General Manager
5215 Fidelity St, Houston,TX 77029
(281) 352-0047 (direct); steve@watercompanyofamerica.com
WCA has adopted a code of business ethics that states that WCA will comply with all applicable
laws, support and endorse antidiscrimination efforts and apply tangible business practices to
utilize the full benefit of a supplier base that reflects the diversity of the American supplier
community. WCA is committed to an equal opportunity employment effort. WCA is at all times
committed to maintaining a Drug Free Workplace.
As stipulated in the RFP, thisproposal is valid for a minimum period of 120 days following the
proposal opening date of July 29, 2018. WCA acknowledges three (3) addenda.
Respectfully submitted,
Steven Hooper, GM
TABLE OF CONTENTS
Tab 1 Cover Letter& Minimum Qualifications Requirements
Cover Letter
Table of Contents
Proposal Certification, Questionnaire & Requirements Affidavit (Appendix A)
Minimum Qualifications Requirements
Tab 2 Experience & Qualifications
Qualifications of WCA
Qualifications of the WCA Team
Tab 3 Approach &.Methodology
System Concept and Solution (tasks, steps and flow chart)
Sample System Inaccuracies addressed by WCA
Problem Types, Explanations and Solutions -
Value Added Services
Tab 4 Revenue Proposal
Tab 5 Public Benefit
I
T,
APPENDIX A
A §:
-1\ A Pt., A i jLI
V $ g Tr, V 5 .
Proposal Certification ,
Questionnaire
Requirements Affidavit .
RFP 2018-234-JC,,
REVENUE ENHANCEMENT STUDY FOR
UTILITIES
PROCUREMENT DEPARTMENT
1755 Meridian Avenue, 3rd Floor
Miami Beach, Florida 33139
2018-234-Je 17
Salidtation No: - Solicitation Title:
2018-234-JC Revenue Enhancement Study for Utilities
Procurement Contact Tel: Email:
Jason Crouch 305.673.7000 x 6694 JasonCrouch@miamibeachfl.gov
PROPOSAL CERTIFICATION, QUESTIONNAIRE&REQUIREMENTS AFFIDAVIT
Purpose: The purpose of this Proposal Certification, Questionnaire and Requirements Affidavit Form is to inform
prospective Proposers of certain solicitation and contractual requirements, and to collect necessary information from
Proposers 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: //�� ‘40.441-
-I /�
ST Kf LI.TB.r�.+(�I+A. a.A../ dtf0. W4ee-C 01243,AN o't' �►At-ra
No of Years in Business: l No of Years in Business Ily
2q 23
OTHER NAME(S)PROPOSER HAS OPERATED UNDER IN THE LAST 10 YEARS:
FIRM PRIMARY ADDRESS(HEADQUARTERS):
3'2 i S Fl de.101-11 S4
CITY:
STATE: ZIP CODE: 7 70 2
t �xaS
TELEPHONE NO.: 7 -!� . -00+7
TOLL FREE NO.:
FAX NO.:
FIRM LOCAL ADDRESS: 4 3 2 0 S t4 a9 n�
CITY: to
STATE: r ZIP CODE:
33173
PRIMARY ACCOUNT REPRESENTATIVE FOR THIS ENGAGEMENT: 11
stege /405-e-,
ACCOUNT REP TELEPHONE NO.:
28/ —3 5 i — 0047
ACCOUNT REP TOLL FREE NO.:
ACCOUNT REP EMAIL /
FEDERAL TAX IDENTIFICATION NO.: I
Zo — z47e1
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.
18
2018-234-JC
1. Veteran Owned Business.Is Pro ser claiming a veteran owned business status?
YES V 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&Tine,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 by any public sector agency?
YES V 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 Procurement Department with its
proposal/response or within five(5)days upon receipt of request.The Code shall,at a minimum,require the Proposer,to comply
with all applicable governmental rules and regulations including, among others, the conflict of interest, lobbying and ethics
provision of the City of Miami Beach and Miami Dade County,
SUBMITTAL REQUIREMENT: Proposer shall submit firm's Code of Business Ethics. In lieu of submitting Code of Business
Ethics,Proposer may submit a statement indicating that it will adopt,as required in the ordinance,the City of Miami Beach Code of
Ethics,available at http;//www-miamibeachfl.gov/city-halltrocurement/procurement-related-ordinance-and-procedures/
•
benefits-
:.' _ -- .
19
2018-234-JC
benefits:
', - •- - • • •-
benefits-
••t. . .• . . - -- - • ::.• _ • • • --.. . -....
8. Equal Benefits for Employees with Spouses and Employees with Domestic Partners. When awarding competitively solicited
contract alued at over$100,00 whose contractors maintair(51 or more full time employees on their payrolls luring 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 performi.ng work on the contract within the City of Miami
Beach. /4t �-SL Wa-�'..4' aim+ � Las (-ec s a.,. 5� pax �-�- ° t' '.e-s .
O2 7 ICS
A. Does your company provide or offer access to any benefits to employees with spouses or to spouses of employees?
1511 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 MI NO
c: Please check all benefits that apply to your answers above and list in the °other" section any additional
benefits not already specified. Note:some benefits are provided to employees because they have a.spouse or
domestic partner, such as bereavement leave; other benefits are-provided directly to the spouse or domestic_
partner,such as medical insurance.
BENEFIT Firm Provides for Firm Provides for Firm does not
Employees with Employees with Provide Benefit
Spouses Domestic Partners
- Health ✓ ✓
Sick Leave ✓ ./
Family Medical Leave ✓
Bereavement Leave
If Proposer cannot offer a benefit to domestic partners because of reasons outside your control, (e.g., there are no insurance
providers in your area willing to offer domestic partner coverage)you may be eligible for Reasonable Measures compliance. To
comply on this basis, you must agree to pay a cash equivalent and submit a completed Reasonable Measures Application
(attached)with all necessary documentation.Your Reasonable Measures Application will be reviewed for consideration by the City
Manager,or his designee.Approval is not guaranteed and the City Manager's decision is final. Further information on the Equal
Benefits requirement is available at http://www•miamibeachfi.gov/city-halliprocurementlprocurement-related-ordinance-and-
procedures/,
20
2018-234-JC
9. Public Entity Crimes.Section 287.133(2)(a),Florida Statutes,as currently enacted or as amended from time to time,states that a
person or affiliate who has been placed on the convicted vendor list following a conviction for a public entity crime may not submit
a proposal, proposal, or reply on a contract to provide any goods or services to a public entity; may not submit a proposal, .
proposal,or reply on a contract with a public entity for the construction or repair of a public building or public work;may not submit
proposals,proposals,or replies on leases of real property to a public entity;may not be awarded or perform work as a contractor,
supplier,subcontractor,or consultant under a contract with any public entity;and may not transact business with any public entity
in excess of the threshold amount provided in s. 287.017 for CATEGORY TWO for a period of 36 months following the date of
being placed on the convicted vendor list.
SUBMITTAL REQUIREMENT:No'additional submittal is required.By Virtue of executing this affidavit document, Proposer agrees
with the requirements of Section 287.133,Florida Statutes,and certifies it has not been placed on convicted vendor list.
10. Non-Discrimination.Pursuant to City Ordinance No.2016-3990,the City shall not enter into a contract with a business unless the
business represents that it does not and will not engage in a boycott as defined in Section 2-375(a)of the.City Code,including the
blacklisting,divesting from,or otherwise refusing to deal with a person or entity when such action is based on race,color,national
origin,religion,sex,intersexuality,gender identity,sexual orientation,marital or familial status,age or disability.
SUBMITTAL REQUIREMENT:No additional submittal is required.By virtue of executing this affidavit document,Proposer agrees
it is and shall remain in full compliance with Section 2-375 of the City of Miami Beach City Code.
11. Moratorium on Travel to and the Purchase of Goods or Services from North Carolina and Mississippi. Pursuant to
Resolution 2016-29375, the City of Miami Beach, Florida, prohibits official City travel to the States of North Carolina and
Mississippi,as well as the purchase of goods or services sourced in North Carolina and Mississippi. Proposer shall agree that no
travel shall occur on behalf of the City to North Carolina or Mississippi,nor shall any product or services it provides to the City be
sourced from these states.
SUBMITTAL REQUIREMENT: No additional submittal is required.By virtue of executing this affidavit document,Proposer agrees
it is and shall remain in full compliance with Resolution 2016-29375.
12. Fair Chance Requirement.Pursuant to Section 2-376 of the City Code,the City shall not enter into any contract resulting from a
competitive solicitation, unless the proposer certifies in writing that the business has adopted and employs written policies,
practices,and standards that are consistent with the Citys Fair Chance Ordinance,set forth in Article V of Chapter 62 of the City
Code (°Fair Chance Ordinance°), and which, among other things, (i) prohibits City contractors, as an employer, from inquiring
about an applicants criminal history 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 Confirm Initial to Confirm Initial to Confirm
Recel t 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.
21
2018-234-JC
_'- DISCLOSUREAND DISCLAIMER SECTION. v • -
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 Proposals,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 proposals, may accept or reject proposals, and
may accept proposals which deviate from the solicitation, as it deems appropriate and in its best interest. In its sole discretion,the City may
determine the qualifications and acceptability of any party or parties submitting Proposals in response to this solicitation.
Following submission of a Bid or Proposal, the applicant agrees to deliver such further details, information and assurances, including
financial and disclosure data, relating to the Proposal 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 Proposers. It is the responsibility of the recipient to
assure itself that information contained herein is accurate and complete.The City does not provide any assurances as to the accuracy of any
information in this solicitation.
Any reliance on these contents,or on any permitted communications with City officials,shall be at the recipient's own risk. Proposers 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 Proposal 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 Proposal.
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 Proposers will,be bound only as, if and when a Proposal (or Proposals), 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.
Proposers are expected to make all disclosures and declarations as requested in this solicitation. By submission of a Proposal,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 Proposal,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 Proposal is true,,accurate and complete, to the best of its knowledge,
information,and belief.
Notwithstanding the foregoing or anything contained in the solicitation,all Proposers 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.
22
2018-234-JC
PROPOSER CERTIFICATION - - "
I hereby certify that: I, as an authorized agent of the Proposer , am submitting the following information as my firm's
proposal; Proposer agrees to complete and unconditional acceptance of the terms and conditions of this document,
inclusive of this solicitation, all attachments,exhibits and,appendices and the contents of any Addenda released hereto,and
the Disclosure and Disclaimer Statement; proposer agrees to be bound to any and all specifications, terms and conditions
contained in the solicitation, and any released Addenda and understand that the following are requirements of this
solicitation and failure to comply will result in disqualification of proposal submitted; Proposer has not divulged,discussed,
or compared the proposal with other Proposals and has not colluded with any other proposer or party to any other proposal;
proposer acknowledges that all information contained herein is part of the public domain as defined by the State of Florida
Sunshine and Public Records Laws; all responses, data and information contained in this proposal, inclusive of the
Statement of Qualifications Certification, Questionnaire and Requirements Affidavit are true and accurate.
Name of Propposer's Authorized Rep1ppr
esentative: Title of Proposer's Authorized Representative:
5.-/eve ye n Signature of Proposer's Authorized RepresentativDate: J
f State of R+9A ) On this Z!day,of��U(1e. ,20 l gpersonally
} appeared before me who.
'CoustyLo -f O r r r 5 ) stated that (s)he is the G a-.O tri la v-
of LvctA-er CD, , a corporation, and that the instrument was signed in behalf of
the said corporation by authority of its board of directors and acknowledged said
instrument to be its voluntary act and deed. Before me:
Q til rill
Notary Public for the State of Etecide -s,t*6 .��
My Commission Expires: I D-2 - aLaQ
a5 �A i`>7J e� i�y - ����rPvt{{NCQ,@,� FAREN MALLETT
1 •= :Notary Public,State of Texas
•
r 4ST.% .4"5-=�gComm.Expires 12-22-2020
' '',7„p `NoNotary ID 1/9204225
2018-234-JC
pti of /7/g1/1,974(
Solicitation No: Solicitation Tffle:
2018-234-JC Revenue Revenue Enhancement Study for Utilities
Procurement Contact Tet Email:
Jason Crouch 305.673.7000 x 6694 JasonCrouch@miamibeachfl.gov
PROPOSAL CERTIFICATION,QUESTIONNAIRE&REQUIREMENTS AFFIDAVIT
Purpose: The purpose of this Proposal Certification, Questionnaire and Requirements Affidavit Form Is to inform
prospective{Proposers of certain solicitation and contractual requirements,and to collect necessary information from
Proposers 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 Wa 'e-r C OMpaw dt+a. 1444)-Co"11,44.•� oP /'ti NAS?
No of Yes In Eusfru No of Years in BusinessL y:
Z4 2 3
OTHER NAME(S)PROPOSER HAS OPERATED UNDER IN THE LAST 10 YEARS:
FIRM PRIMARY ADDRESS(HEADQUARTERS):
cnSZ .6" F..del:},.� S}
1•4Ow }9vt
STATE: ZIP CODE: . 7702.
?�O Z
x4 S
TELEPHONE NO.: 2,9 I -3 - +7
TOLL FREE NO.:
FAX NO.:
FIRM LOCAL ADDRESS:
4320 L W €9 C,e-
CITY: M
n04.14.
STATE: e". 33173 CODE 3317 3
PRIMARY ACCOUNT REPRESENTATIVE FOR THIS ENGAGEMENT:
...Wee.,ey
ACCOUNT REP TELEPHONE NO.: Zg r -:352 —00 47
ACCOUNT REP IOU.FREE NO.:
ACCOUNT REP EMAIL: j \ J
.5 PGI2 W 4r"tzmf4-ecyo-caa. .COM
FEDERAL TAX IDENTIFICATION NO.: I
,Zo — 24/.3t76/
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,fmandal information,or any information the City deems
necessary to evaluate the capacity of the Proposer to perform in accordance with contract requirements.
2018-234-JC
18
•
1. Veteran Owned Business,is Pro r claiming a veteran owned business status?
YES V 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&Titie,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 tolnon-p,rfo Sane by(any�publicl sectoragency?
Y 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 2-430 of the City Code. Proposers shall be solely responsible for ensuring that ail
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 ail individuals or entitles(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 Procurement Department 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 appicabte 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 ht4o:l/www.miamibeachfi.gov/div-halt/procurement/procurement-related-ordinance-and-procedures(
-• .. ..
benefits,
..
.
2018-234-JC
19
benefits,
r ''
benefice
8. Equal Benefits for Employees with Spouses and Employees with Domestic Partners.When awardin competitively solicited
contract aIued at over$T00,000 whose contractors mat:Italica or more full time employees on filepa II udng 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. Wake.: Jakat' C9sol► L&-s kc s 5l p•4t .4•-•- &flit
6Y4es
oamro�
A. Does your company Rroviae 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 ME 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 areprovided 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 ✓ V.
Family Medical Leave ✓
Bereavement Leave ✓
If Proposer cannot offer a benefit to domestic partners because of reasons outside your control, (e.g., there are no insurance
providers In your area willing to offer domestic partner coverage)you may be eligible for Reasonable Measures compliance.To
comply on this basis, you must agree to pay a cash equivalent and submit a completed Reasonable Measures Application
(attached)with all necessary documentation.Your Reasonable Measures Application will be reviewed for consideration by the City
Manager,or his designee.Approval is not guaranteed and the City Manager's decision is final. Further information on the Equal •
Benefits requirement Is available at htto:/www.miamibeachfi.gov/city-halIh rocurementlorocurement-related-ordnance-and- •
procedures/
20
2018-234-JC
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 shaft 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 foil 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 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
whichmay 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.
initel to Confirm Initial to Confirm tnWal to Confirm
R: t Receipt
- r Addendum 1 Addendum 6 Addendum 11
Addendum 2 Addendum 7 Addendum 12
%i 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.: 2'�3/.../g.
21
2018-234-JC
�°tom- /
�4''n• ;. ti.'�' .",= . t_ .., DISCf:OSURE'AND DISCF1MER':SECTIOIV:", ^'�" �_ _<� _ .. ^ _
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 Proposals, 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 proposals,may accept or reject proposals, and
may accept proposals which deviate from the solicitation,as it deems appropriate and in its best interest. In its sole discretion,the City may
determine the qualifications and acceptability of any party or parties submitting Proposals in response to this solicitation.
Following submission of a Bid or Proposal, the applicant agrees to deliver such further details, information and assurances, including
financial and disclosure data, relating to the Proposal 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 Proposers. It is the responsibility of the recipient to
assure itself that information contained herein is accurate and complete.The City does not provide any assurances as to the accuracy of any
information in this solicitation.
Any reliance on these contents,or on any permitted communications with City officials,shall be at the recipient's own risk.Proposers 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 Proposal 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 Proposal.
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 Proposers will be bound only as, if and when a Proposal (or Proposals), as same may be modified, and the applicable ,
definitive agreements pertaining thereto, are approved andexecuted 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.
Proposers are expected to make all disclosures and declarations as requested in this solicitation.By submission of a Proposal,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 Proposal,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 Proposal is true, accurate and complete, to the best of its knowledge,
information,and belief.
Notwithstanding the foregoing or anything contained in the solicitation,all Proposers 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.
J
22
2018-234-JC
"h __ PROPOSER CERTII'iCATIQN`
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 otherproposal;
proposer acknowledges that all information contained herein is part of the public domain as defined by the State of Florida
Sunshine and Public Records Laws; all responses, data and information contained in this proposal, inclusive of the
Statement of Qualifications Certification,Questionnaire and Requirements Affidavit are true and accurate.
Name of Proposer's Authorized.Representative: Title of Proposer's Authorized Representative:
5-/even goo De-r
Signature of Proposer's Authorized Representativ : Date:. J
-I E
.*091j2 &Is
State ofaORIDA ) On this 2 day of ,20 a personally
} appeared before me who
County=o-f Natrtr i ' ) stated that (s)he is the Ofcr rte9
& & eV" •
oft'S ,iiat- Co. , a corporation, and that the instrument was signed in behalf of
the said corporation by authority of its board of directors and acknowledged said
instrument to be its voluntary act and deed. Before me:
/k 1&
Notary Public far the State of F4Gfi4 Tx.2S
My Commission Expires: ID-2oaoDo
�0...NiVroL,rtti � •_ � r� � FAREN MALLET('
;r°. 4o'sHotary Public,State of Texas
C u Gtr i �. ? Comm.Expires 12-22-2020
,rrrf" Notary 10 129204225
C+wi t au °1 .
•
23
2018-234-JC
•
Miami Beach RFP 2018-234-JC
Tab 1 -1.3 Minimum Qualifications Requirement:WCA must have been in business a minimum of 5 years providing the same service.
WCA has been in business in Florida since 1995 providing the same service.This is WCA's only service.
Florida Contracts within the past 5 years are highlighted.
WATER COMPANY OF AMERICA
CLIENT LISTING i
Contract Utility Service Total Approved Annual
•
Period Governmental Entity ' Number of Work Increased Client Contact Title Telephone
Wat Sew Storm Accounts Orders Revenue
-
2017-Current '^b J{ rfiVV:F'4144?`t 2„rY : x x • 60,000 21 $ 85,499 Charles Richards Customer Service/Finance Manager 863-298-4135
2017-Current Loveland,CO x x x 24,000 58 21,874 Jim Wedding Revenue Manager 970-962-2703
2017-Current Mobile Area Water/Sewer System x x 90,000 6 51,048 Bud McCrory Assistant Director-Administration 251-694-3149
2017-Current Vicksburg,MS x x x 9,000 18 92,453 Tammye Christmas Director,Water&Gas Administration (601)634-4561
2017-Current Hattiesburg,MS x x x 15,000 153 138,126 Frances Griffin Division Manager,Utility Billing (601)545-4604
2016-Current Salt Lake City,UT x x x 112,000 29 368,115 Kurt Spjute DPU Chief Financial Officer , 801-483-6755
2016-Current10=1,302F717=4 x 89,000 5,236 156,880 Mary Fneg Project Manager 352-393-8366
2016-Current; tIFL � x 6,000 90 192,636 Eric Gomez City Engineer (305)221-0411
2016-Current Pascagoula,MS x x 14,000 42 50,800 Robert Parker Comptroller/City Clerk (228)938-6716
2015-Current Gautier,MS x x x 9,000 3 ( 14,447 Chad Jordan Project Manager (228)497-4283
2015-Current LO1:s11ial.F7LA1/,._;�r. x x x 8,000 134 123,478 Al Braithwaite Administrative Services Director (813)749-1107
2014-Current Heber City,UT x x x 5,000 10 14,219 Mark Anderson .City Manager (435)654-0757 .
2014-Current Payson,UTx x x 5,000 16 53,198 Dave Tuckett City Manager (801)465-5209
2014-Current Springville,UT x x x ' 6,000 18 22,313 Bruce Riddle City Manager / - (801)489-2708
' 2014-Current Pleasant Grove,UT x 3,000 - - Former Director Retired
2014-Current , nd MilE1 - ik Ey x x x 8,000 181 136,866 Former Director(Ken Resor)Retired
2014-Current iraihesv1ta Raeyi ILT tit;•lies ;• x x 89,000 133 200,593 Steve McElroy Technical Systems Analyst Sr. 352-393-1653
v�+.
2014-Current L erd ,'r1�17 - x x.., 68,000 158 471,871 Pam Winston Customer Service/Billing , , 954-828-5274
2014-Current 1.7=6, 1 x I x 31,000 12 8,667 Kimball Adams Management Services Director 727.587-6747
2014-Current Irarar, Fti.''r7jrr`, x x 38,000 24 102,333 Claudia Dixon Finance Director 954-602-3049
2014-Current dace Naterii`Sy ern` J({,L'. x x 14,000 8 33,000 Damon Boutwell General Manager 850-994-5129
2014-Current Biloxi,MS x• x 18,000 634 984,848 David Nichols Former City Manager 228-374-1810
2014-Current St Bernard Parish,LA • x x 7,000 14 25i-106 Hillary Nunez Department of Public Works 504-442-4300
2014-Current fir loor0ug Cc:u,t il.pi,A, x x 135,000 65 551,981 Gary Hunter General Manager III,Client Srvcs Grp 813-612-7725
2014-2017 Q„ y re t YN'4;'.tR x x x 12,000 2 3,333 Paul Stanek Water Division Director 727-244-2236
2013-2017Plraeiles.- nty.FL ,� x x 110,000 104 461,333 LeeAnn Stiles Customer Service Manager 727-464-4486
2012-Current Pinecrest,FL x 6,000 31 35,000 Maria Alberro Menendez Assistant Village Manager 305-234-2121
2012-2015 Melbourne,FL x x x . 52,000 5 25,333 Harold Nantz Public Works Asst.Manager 321-608-5000
2011-Current Gulfport,MS x x 26,000 594 1,066,667 Cheree Malley Former Utility Billing Manager 228-860-6507
2010-2015 Denver Water,CO x 226,000 353 487,969 Michelle Garfield Manager of Customer Care 303-628-6621
2010-2014 Cocoa Beach,FL x x 4,300 30 ' 33,000 Charles Holland Finance Director 321-868-3248
2010-Current Brevard County,FL x x x 85,000 52 127,803 Jim Helmer Director 321-633-2092
2010-2015 St Petersburg,FL x x x 90,000 102 474,939 Former Director(George Cassidy)relocated to Hillsborough County
2010-Current Boynton Beach,FL • x x x i . 35,000 820 744,075 Anthony Penn Customer Service Manager 561-742-6301
2010-2015 North Ogden,UT x x 11,000 138 34,667 Annette Spendlove City Recorder 801-737-9830
2010-2013 Mt Olympus-SSD,UT x 28,000 113 55,667 Kerry Eppich ' General Manager' - 801.262-2904
2009-2010 North Miami Beach,FL x x x 32,000 0 0 Bed Supranski Manager,Utility Customer Services 305-947-7581
I 2009-2014 Lake Wales,FL x x x 7,000 10 8,667 -Dorothy Pendergrass Director of Finance 863-678-4182
2008-Current Palmetto Bay,FL x 5,000 34 64,333 Comce Patterson Director of Public Works 305-259-1234
2008-2013 Zephyrhills,FL x x x 10,000 36 5,000 i Authorized Representative(Dave Henderson)Retired
2007-Current Cooper City,FL x x , 8,000 64 29,667 Mike Bailey Director 954-434-5519
2007-2015 Jackson,MS x x 85,000 1,156 2,078,000 Linda Lindsey Water/Sewer Utilities Manager 601-960-0922
.
Steve Hooper,(281)352-0047, steveWwatercomnanvofamerica.com rev:1Jun 18
2007-2012 Granger Hunter ID,UT x x 25,000 344 531,333 Clint Jensen CEO/General Manager 801-968-3551
2007-2010 Keams,UT x x 5,000 30 26,000 Pam Gill District Manager 801-968-1011
2007.2012 Bartow,FL x x x .6,000 - 128 122,667 Karen Hielscher, Manager,Utility Customer Services 863-534-0188
2006-2013 Sanford,FL x x x 17,330 179 523,000 Bill Marcous Manager,Utility Support Services 407-688-5105
• 2006-2011 Orlando,FL x 80,000 373 633,003 Maria Lachney Asset/Billing Manager 407-246-2661
2005-2013 Salt Lake City,UT x x x 110,000 663 1,025,718 Former Finance Administrator(Jim Lewis)retired 801-330-2329
2005-2008 Toho Water Authority,FL x x i . 45,000 363 160,885 Rodney Henderson I Business Services Manager 407-518-2538
2005-2009 Lakeland,FL x x x 50,000 4' 18,395 Authorized Representative(Gary Ross)Retired
2004-2008 Polk County,FL x x 43,000 33 51,667 Charles Richards Customer Service Manager 863-298-4135
2004-2006 Beaumont,TX x x 41,000 78 144,000 Hani Tome Utilities Director 409-785-3004
2004-2010 Homestead,FL x x x 9,500 597 618,751 Julio Brea Director 305-224-4770
2003-2009 Hallandale Beach,FL x x x . 7,500 267 171,434 Authorized Representative Retired -
2002-2008 Deerfield Beach,FL x x 12,500 77 70,807 Authorized Representative Retired
2002-2011 Winter Park,FL x x x 28,000 145 279,323 Delsia Margraf Utility Services Manager 407-599-3371
2001-2006 Covington,LA x x 3,500 314 196,333 Beverly Gariepy Director of Administration 985-892-1811
2001-2005 Orlando Utilities Commission x 95,000 52 64,667 Leslie Temmen Dir of IT Governance&Quality Mgmt. 407-423-9100
2001-2012 Hollywood,FL x x x 45,000 2,126 1,422,698Authorized Representative Retired
2000-2004 Slidell,LA x x 4,500 185 109,667 Michael Noto Director Public Operations 985-646-4291
2000-2007 Orange County,FL x x 90,000 2,350 3,270,438 Tim Armstrong. , Customer Service Division Mgr • 407-254-9745
2000-2008 Ft.Lauderdale,FL x x x 65,000 220 425,202 Mike Bailey Now Director,Cooper City Utilities 954-434-5519
1999-2005 Coral Gables,FL x x 14,000 340 599,338• Former Finance Director(Don Nelson)retired
1999-2004 Hammond,LA x x 9,000 101 57,377 Garry Knight Water/Sewer Superintendent 985-542-3525
1999-2002 Miami Springs,FL . x x 3,500 25 98,888 William Alonso Finance Director 305-805-5014
1998-2001 Florida City,FL x x 1,600 20 51,875 Authorized Representative Retired
1997-2000 Homestead,FL ,. x x 9,500 120 248,333 Julio Brea Director305-224-4770
1997-2000 North Miami,FL x x 20,000 23 32,007Authorized Representative Retired
1996-2003 New Orleansx x 172,000 500 756,667 Dexter Joseph Budget Director 504-585-2221
1996-1997 Escambia County,FL x x 75,000 90 81,333 Ernest Dawson Operations Director 850-969-3370 .
1995-2005 Miami Dade County,FLx x 374,000 635 2,138,000 Authorized Representative Retired
•
. c
1
•
•
Steve Hooper,(281)352-0047, steve(twatercompanvofamerica.com rev:1Juri18
•
Miami Beach RFP 2018-234-JC
Tab 2 Experience and Qualifications.
2.1 Three projects selected from the State of Florida(only)within the past 5 years.
Project Descriptions:All 6 projects below required WCA to provide the same service as requested by the City of Miami Beach.
, This is WCA's only service.
i
WATER COMPANY OF AMERICA
LISTING of RECENT FLORIDA CLIENTS
Contract Governmental Entity Term of Public or Client Contact Title email Telephone
Period Engagement Private
2017-Current Polk County,FL 5 yr Public Charles Richards Customer Service/Finance Manager charlesrichards@polk-county.net 863-298-4135
2015-Current Oldsmar,FL 3 yr Public Al Braithwaite Administrative Services Director abraithwaite@ci.oldsmar.fl.us (813)749-1107
2014-Current Gainesville Regional Utilities 3 yr Public Steve McElroy Technical Systems Analyst Senior MCELROYSL@gru.com 352-393-1653
2014-Current Largo,FL 3 yr. Public Kimball Adams Management Services Director kadams@largo.com 727-587-6747
2014-Current Pace Water System,FL 1 yr Public Damon Boutwell General Manager dboutwell@pacewater.org 850-994-5129
2014-2017 Dunedin,FL 3 yr Public Paul Stanek Assistant Utilities Director pstanek@dunedinfl.net 727-244-2236
Specific examples,of various types of the work product produced by WCA on any Project,whether related to Water,Sewer,Stormwater or Solid Waste are
available upon request.The WCA work product is refered to in this RFP reponce as a•"Work Order".This is the document that identifies the"Find"(meaning an
unbilled or misbilled service)and the"Recommended Corrective Action"necessary to remedy the cause of the unbilled or misbilled service.Each Work Order
refers to a specific service(water,sewer,storm,etc.)at a specific service address or parcel and the nature of the problem discovered by WCA.
•
•
•
•
Steve Hooper,(281)352-0047, steve(ewatercompanvofamerica.com rev:1Jun18
ti
I
f 2.2 Qualifications of Proposer Team
Company Organizational Chart
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- Personnel
WCA will perform the service proposed herein with trained management and field
personnel with the requisite experience to accomplish the goals of the project. These employees
are familiar with field procedures; appreciate the need fora clear_understanding of applicable
City billing policies, Ordinances, Rules and Regulations; comprehend variations in water
distribution and sewer collection systems,and thus are capable of rapid mobilization for the City.
Staffing needs for this project will be met by the Company in the following three manners:
1. Utilize existing full time salaried employees located in Central Florida
2. Bring experienced personnel from other locations
3. Recruit, hire and train from the local area
By approaching the issue of staffing in this manner, WCA can effectively perform the Scope of
Work in a timely and effective manner.
J
The following key study personnel are herein proposed.
MRS. ADA IZQUIERDO - Contract Manager
In her capacity,Ada is responsible for the day-to-day operations,workflow,production and client
communication required for assigned projects. He is well versed in providing the quality,factual
information from the field needed to remedy unbilled and misbilled service from all utility
services. To date, she was key person on 21 South Florida Contracts. In addition, Ada has
developed many of the procedures utilized by the Company today, including the assessment of
unique Work Order types for new utility clients and procedures associated with electronic field
documentation and submittal.Her training included in depth application of the Company analytic
software and "on site" practical property analysis in the field, during active contract operations
in South Florida from Florida City to Boynton Beach. She is a hands on manager, conducting
office and field activities while ensuring safety compliance.Ada reports to Mr. Hooper.
MR.JEFF HADDOCK—CIS/Data Security Manager
Mr. Haddock has been an integral part of the Company since 2000. He performed the duties of
Central Florida Contract Manager from 2000 — 2012 and that of data manager from 2012 to
current. He oversees the company's electronic assets and resources, coordinates data needs with
clients, and directs Company software development with programmers. Helps determine the
' information technology goals of the Company and is responsible for implementing computer
systems to meet those goals.
• Manage the Company's data security practices and policies
• Oversee company's flow and processing of data from clients under contract
• Manage and maintain hardware and software assets
• Assist Contract Managers with data acquisition
• Intermediary with Programmers and to assist them as needed
• Assist with data manipulation.and reporting at contract level as needed.
• 'Setup field ready hardware and software systems as needed
Management level, reports to the General Manager.
MR. STEVEN M. HOOPER—General Manager
Mr. Hooper is responsible for management of ISI Water Company. He has 29 years of hands-on
experience in the field of documenting unbilled utility revenue on a performance fee basis for
governmental entities. From the first days of the first project of this nature, initiated in March of
1
1989, through the successful operation of contracts nationwide, he has developed the business
plan, employee training procedure, best practices, specialized software application/design, flow
and test meter application, national marketing strategy, and financial management. Participation
in industry trade organizations and functions such as the American Water Works Association,
the Water Environment Federation and the Government Finance Officers Association benefits
the firm and clients by staying•current with regard to industry standardsand trends. He will
coordinate all insurance requirements of the study, as well as oversight of company compliance
and safety policy. Other duties include project resource allocation, production oversight, asset
utilization, personnel deployment, and recruiting (as required). Hooper reports directly to Mr.
Tim Herbert, Company President.
Authorized Negotiator
Steven Hooper, General Manager is authorized by the Company to negotiate contract terms and
render binding decisions of contract matters.
[Balance of this page intentionally left blank; Resumes follow]
Ada Izquierdo
Miami, Florida
(305)668-2822
PERSONAL DATA
Married
2 children
EDUCATION
Bachelor of Science in Business Administration Management
Jersey City State College, 1987
•
BUSINESS HISTORY
ISI/ Water Company of America,
Contract Manager 1998-present
Office Manager 1996-1998
Company manager of projects designed to recover unbilled and misbilled revenue related to
water and wastewater service for municipal utilities. Specializes in customer billing analysis and
increase revenue documentation. Trained in the effective application of WCA proprietary
software.
Miami Energy Inc. 1991-1995
Office Manager
Germaine de Capaccini 1989-1991
Assistant General Manager
Kitchen Depot Inc. 1988-1989
Office and Sales Manager
Family Spring Water Company 1986-1988
Owner - ,. r
West New York Board of Education 1978-1988
Secretary
•
Jeff Haddock
Winter Springs, FL
(407)382-6626
PERSONAL DATA
Married
3 children
BUSINESS HISTORY
ISI Water Company,
CIS/Data Security Manager 2014-present
Manager of the company's electronic assets and resources, coordinates data needs with clients,
and directs Company software development with programmers. Helps determine the
information technology goals of the Company and is responsible for implementing computer
systems to meet those goals.
ISI Water Company,
Contract Manager 2000-2014
Company manager of projects designed to recover unbilled and misbilled revenue related to
water, wastewater and stormwater service for municipal utilities. Specializes in retail billing
account analysis and field'documentation through the use of the company WATERS software
and field account analysis techniques.
Target Marketing 1994-2000
Vice President
Owned and operated small plumbing supply firm in Orlando; FL. Specialized in sales of
plumbing supplies to wholesale customers. Managed 20 employees as well as all finances for
the firm. Sold interest in firm in 2000.
Orange County 1981-1994
Inventory Manager
Manager of inventory for the maintenance section for the Orange County Sheriffs Office.
Inventory control, Purchasing and distribution of product for a 1600 unit fleet of vehicles were
among the duties.
Steven M. Hooper
Houston, Texas
281-352-0047
PERSONAL DATA
Married
Three Children
EDUCATION
Bachelor of Science
Texas A&M University(1978)
BUSINESS HISTORY
ISI Water Company
General Manager March 1989 to Present
Responsible for the management of ISI Water Company, Advise and assist Contract Managers
in all matters.
Howe Building Corporation 1987 to 1989
Project Manger
Nash/Phillips/Copus Homebuilders 1985 to 1987
General Superintendent
S & S Construction 1980 to 1985
Owner—Partner
MEMBERSHIPS AND AFFILIATIONS
American Water,Works Association
Water Environment Federation
Government Finance Officers.Association
Subconsultants and/or Subcontractors
The use of Subconsultants or subcontractors is not contemplated by WCA. WCA is well qualified
to perform this study with experienced, full time employees possessing multiple years of hands
on practice and skill. As the preeminent provider of this service, with over twenty-three years of
continuous uninterrupted experience with utilities of all sizes in Florida, WCA is wellsuited to
team with the City to fairly and accurately ferret out problematic customer accounts. In summary,
WCA's,qualifications will benefit,Miami Beach in at least the following ways:
➢ The Company has a proven history of investing the resources necessary to uncover those
problem accounts that are not obvious.This level of commitment to the goal of enhancing
revenue reflects a business plan that is unique. Evidence of the plan's success is reflected
in repeat business and consistent succession of new contracts in Florida for over 2
decades.
> WCA's proprietary analytical software enables the Company to find problems that are
not evident in existing exception reports.
➢ A proven technologythat generates found revenue for discretionary use by the City.
➢ Diverse data handling experience enables quick adaptation to the Miami Beach CIS with
an insignificant time requirement of City IT staff- initially or long term.
> The Company is experienced with the inherent challenges of like sized Florida systems.
➢ The proven approach to account data analysis causes zero impact to the City's CIS.
> An experienced resident South Florida multi-discipline staff is available and capable to
accomplish the project.
> Local WCA contract operations directed from the local office facilitate a clear
understanding of the logistics of field operations in the City specifically and South Florida
in general, enabling efficient effective operation of this contract.
> The 'established method employed by WCA provides long term benefit to the City
following program completion.
> Provide a proven program that, by its existence, motivates internal personnel toward
greater efficiency.
➢ Provide training in revenue recovery techniques to the City staff upon completion.
J •
3. Approach and Methodology
Summary
WCA offers solutions to municipal governments large and small to improve the billing
accuracy for all services while preserving public resources.A primary objective is to partner with
key staff personnel of the governmental entity to identify causes of, and implement remedies for,
system inaccuracies and deficiencies that adversely affect the accuracy of customer fees.
WCA originated, and is the number one provider of the service whereby private industry
provides a revenue enhancement program at no cost to municipal utilities, with compensation
strictly contingent on contract performance. The history of the company dates back to the first
ever contract of the nature contemplated by the City in this RFP. This first project was initiated
in March of 1989 for the City of Houston. Subsequent to that time, WCA has established itself
as the number one provider of the service, having successfully conducted or in the process of
conducting identical projects for numerous governmental entities nationwide.
System Concept and Solution
The Study work shall consist of 3 general tasks and 13 specific steps that involve actions
and decision points of the utility and-of WCA. The steps are shown below in written form to
explain the detail of each, and a flow chart diagram is•included to illustrate the process.
Mobilization of this project can be accomplished within thirty(30) days and the discovery phase
is expected to be complete within one year and should the revenue opportunity justify additional
work, extension years could be utilized.
Good communication is a key to the success of this project. A"start work"meeting shall
be conducted with key members of each affected Department. Objectives are spelled out, an
overview of the method of approach is discussed, and a clear chain of command and reporting is
determined. Guidelines for subsequent updates can be established as well. An operational
methodology based on good clear communication facilitates maximum production for the City.
TASK I—IDENTIFY AND ANALYZE
Step 1: Account Data Information Gathering and Review
Account data is accessed in two ways, first, a download of raw unjoined
data run at a consistent point in time each month and second, an
electronic link for review of real time data. All necessary data queries
and reports are created and run by WCA personnel on WCA computers
with no City staff time requirement.
(1) Download
(a) WCA will meet with the City IT representative to identify those
needed data fields, typically a backup file, from the CIS to be
included in the download.
(b) City generates a script(aka a stored routine)that writes raw
unjoined tables of data to a file.
(c) This file is run monthly on a consistent day and time of the
City's choosing.
(d) WCA retrieves this file in whatever method is most
advantageous for the City(typically FTP)
(e) This download is run monthly for the duration of the project, as
it is used for initial investigation and to monitor the collection
of Increased Revenue and thus to determine compensation(the
WCA Share).
(2) Electronic link—this resource is critical for WCA to gather current
(as opposed to stale)data. Real timeinformation is obtained
through this read only password protected modem link to the CIS.
This information link allows the rapid reference to additional
unique pieces of information not contained in the download
described above. By gaining access to real time data in this manner,
any related City staff time requirement is eliminated.
Data that is typically reviewed includes; historical consumption and
billing data as well as standard customer information such as; service
address, customer name, meter number, billing codes, unit count, meter
installation date,.sewer surcharge level, etc. Once this customer account
information is in hand, WCA begins the task of adapting its.proprietary'
computer software by designing a customfront end unique to the
City. Queries and sort routines that facilitate the identification of
unbilled and misbilled service revenue are tailored to City account data.
These adaptations allow WCA to effectively utilize Utility data in
whatever format it may be available. The company's investment in
development costs of over$650,000 has yielded proprietary software
that is flexible, adaptable and custom built for studies of this nature for
the Water, Wastewater, Stormwater and Solid Waste industries. It
operates independently of the City's CIS, and in no way impacts the
integrity of that data. The analysis of account data in this manner, which
is unlike other less effective methods utilized by others, provides
significant benefit to the City, including at least the following;
1) Quantity of revenue produced.
2) Quality of discoveries and correctiveaction stand the test of time
3) Accuracy of quantifying revenue enhancement
4) WCA is committedto isolate the more difficult account problems
(unknown or unlisted taps and connections), rather than merely
the obvious
Step 2: Account Information Analysis Criteria
WCA analyzes the reliability of the account data as it relates to billing,
identifying those key fields that could negatively impact billing if
entered incorrectly. Experience has shown many of these criteria to be
standard from one City to the next. However, every City has its own
unique combination of factors that ultimately determine a customer
billing. Therefore, WCA will perform a comprehensive study of the
City's rates, Ordinances, Resolutions, billing policies and operational
practices to clearly understand the correct method. Armed with this
understanding, WCA will review customer accounts for instances of no
bills, underbilling and over billing on an individual basis to identify
increase revenue opportunities. The accuracy of CIS data pertinent to ,
billing is critical to the success of the project. Typical account data and
data analysis,criteria include the following:
1) Service codes and resultant billing drivers
2) Meter size, age, type and total recorded flow
3) Meter repair history and frequency
4) User classification, whether commercial, industrial, multi-
family or residential
5)_Number of units and calculated consumption per unit
6) Property flow and dentand characteristics and how those
factors compare with consumption
7) Property geographic location as it relates to water, wastewater
and solid waste collection service areas
8) Consumption analysis including monthly, quarterly and
annual averages from year to year
9) Consumption patterns and trends that indicate failed meters
10)Comparison of usage to consumers with like profiles
11)Comparison of property type and/or Classification to the
appropriate billing rate
12)Meter read/reread history
The Utility's historical data is essential to Step 2 and is the basis upon
which the remaining steps are predicated:
Step 3: Internal Property Selection Report
WCA produces a Property Report of suspect locations from the data
analysis process described in Step 2. This "first cut" report provides a
list of accounts ear-marked for further research. Each account record is
scrutinized for additional facts that can validate account problems as
probable.
Step 4: . DECISION POINT:
A preliminary survey of work to be performed is conducted to maximize
efficiency and to prioritize the work. Based on this preliminary review,
WCA selects properties from the initial analysis for field work.
Step 5: Field Work Selection Report
WCA prepares a Field Work Selection Report that identifies the
individual accounts and/or areas to be researched in the field. This plan
may be communicated to the City if so desired.
Step 6: Field Work Order Issued
After the Project Manager approves the Field Work Selection Report,
WCA issues a Field Work Order to its field personnel. This document
will be completed on site and is used to confirm all current property data.
All causes of revenue loss will be explored including: meter inaccuracy,
service theft, unmetered fire lines,wastewater service problems, coding
problems, billing accuracy, and unlisted sewer connections and/or water
taps or meters. Generally, customers like seeing water utility
representatives in the field. This field research typically promotes
confidence to the customer that the utility is properly maintaining the
system.
Step 7: Field/Research & Account Documentation
Field personnel conduct site visits to research the property for all
information required_on the Field Work Order, often including, but not
limited to, the following information:
1) Date and time of research
2) Type of property
3) Classification of water service
a. Domestic
b. Fire
c. Irrigation
d. Process
4) Approximate building square footage
5) Number of dwelling units
6) Current and historicaloccupancy information
7) Meter location, ID#, size, manufacturer and type
8) Current meter reading
9) Preliminary evaluation of meter's operating condition
10) Individual contacted
a. Name
b. Title
c. Telephone number
d. Hours of availability
Note: Additional fieldwork is frequently required subsequent to the initial contact.
Follow-up research may be necessary to:
• Insure positive customer relations
• Confirm short period and off peak period use
• Gain access to specific locations previously denied
Step 8: DECISION POINT: Potential Revenue Enhancement
Once field account analysis and field work are complete, WCA selects
specific accounts with the potential for revenue enhancement for
submission to the City. Accounts not selected will be filed
systematically for future reference.
TASK II—QUANTIFYING REVENUE ENHANCEMENT
Step 9: Formal Work Order submission
WCA will submit to the Utility a Formal Work Order on an account-by-
account basis with complete documentation where additional revenue
recovery is possible. This report provides complete and accurate
documentation for use by the City to update and correct customer
records. The document is a report produced by the WCA software,
written specifically for Miami Beach. Included in this standard
document is the projection of incremental revenue increase. This
projection is essential to the utility, in that accurate projections must be
in hand before decisions can be made as to the relative importance of
problem correction and as to the cost effectiveness of the remedy. This
projection is supported by precise calculations that are based on the
property analysis and the analysis of the meter or meters in question. In
addition, when required and where conditions permit, WCA will provide
electronic flow measurement utilizing a non-pipe intrusive Transit Time
Flowmeter. Measurements from the flowmeter serve to verify and _
document unauthorized flow through unmetered fire lines, for example,
and serve to confirm the accuracy of large meters. This capability
enables more accurate projections, and therefore is a substantial benefit
to the utility in TASK II. The Formal Work Order typically includes the
following support documentation:
1) Historical and current account data
2) Property Selection Report
3) Field Research Report
4) Notes, sketches,test results, photographic evidence
5) Discovery notes and comments
6) Recommended corrective action
All problems noted in the system are mapped by address in the mapping -
software to determine the frequency and location of problems in the
system.
- Step 10: DECISION POINT:
• The City will review the Formal Work Order and approve WCA's
' recommended changes. The City retains the ultimate unilateral right to
approve each Formal Work Order. submitted. Any Formal Work Order
not initially approved will be returned to WCA for additional work and
resubmission, and/or filed for future reference.
( TASK III—COORDINATING THE IMPLEMENTATION AND EXECUTION OF
CORRECTIVE ACTION
Step 11: Corrective Action
Following Formal Work Order approval, the necessary changes will be
made to the account. These changes fall into two broad categories;
changes in billing and changes to the physical service. WCA will assist
the utility by coordinating the necessary activities and/or procedures
between the various disciplines by acting as liaison to resolve issues that
might otherwise stalemate the remedy. Examples of this assistance:
generating interdepartmental correspondence, preparing letters for City
signature that notify customers, as well as the assimilation of signed
hardcopy for archive purposes. Water Company of America takes great
pride in its ability to work cooperatively with our utility partners to
ensure follow-through with corrective action.
Step 12: Identified New Revenue on Accounts
Once the change to the account is complete, the Utility may identify
(flag)the account in the Utility Billing Database as one to which WCA is
eligible for participation in a share of increase revenue.
Step 13: Reports and)Proposed Revenue Sharing Plan
WCA compiles and delivers a monthly report(Detailed Revenue Report)
to the City that details the collected revenue for the period and calculates
WCA compensation. This amount is based on actual account collection.
The collection activity is monitored from the same monthly download of
account data identified in Step 1. The revenue report is generated on an
account-by-account basis, for review and approval by the Department.
This eliminates the need for the utility to expend the resources necessary
to write a computer program to accomplish the task, while reserving to
the utility the approval authority for the disbursement of increase
revenue. The monthly report summarizes each month's activity arid
typically includes the following information:
I) Formal Work Order approval date
2) Account number
3) Formal Work Order Number
4) Service address
5) Billing period/counter
6) Increase revenue calculation
7) WCA Share of Increase Revenue
In addition, and if desired by the City, WCA will.prepare a Status
Report, on a frequency determined by the City. This custom report
details those specific pieces of information meaningful to the City related
to the documentation of revenue findings. This report is not"canned" but
is tailored to the needs and desires of the City. This approach to
reporting, as well as to final reporting at the contract end is possible
because the full picture of an account is available from one'database
source; history, findings, discovery notes,type of find,type property,
corrective action, problem resolution, and records of Increase Revenue
collections over time. This information is available for inclusion on any
requested report, monthly or otherwise—on demand.This flexibility has
been very well received by managers in past. This approach to the
typical need for progress reporting is significantly more meaningful to
the client than a"one size fits all" approach offered by others.
WCA will prepare a Final Report on the specific results of the project
including an assessment of existing billing and metering practices and an
estimate of annual recovery by area of deficiency.
Confidentiality Agreement (reference TASK I, Step 1 above)
WCA regards client data confidentiality with the highest priority. WCA maintains strict
protocols managed by a dedicated, full time CIS/Data Security Manager. WCA agrees
to comply with the requirements of laws concerning confidentiality of utility customer
records, and any other applicable ordinances of the City.
The above 13 tasks are illustrated in the following flow diagram charts on the following two
pages:
PROGRAM TASK.PROCESS - RESPONSIBILITIES OF WCA
STEP 1 STEP 2 • STEP 3
ACCOUNT DATA ANALYZE
INFORMATION SORTING PROPERTY
GATHERING REPORT
44' STEP 5 STEP 6
i
•STEP=S
•
• iiiII. IIiiii' -
/FIELDWORk/
REPORT ORDER
REVIEW&SELECTION ISSUED
OF PROPERTIES FOR
FIELD RESEARCH •
• TASK 9
•
STEP 8
STEP 7
AL NO YES FORMAL WORK
POTENTIAL FOR i. ORDER ISSUED
REVENUE
ENHANCEMENT
FIELD RESEARCH
• PERFORMED
.11111
NEXT PAGE
•
•
•
_/
PROGRAM TASK PROCESS - RESPONSIBILITIES OF THE UTILITY
STEP 10
FORMALAPPROVED
WORK
ORDER UTILITY
VERIFYS WORK
ORDER
•
•
• REJECTED
CORRECTIVE
STEP 11 ACTION TAKEN
REJECTED
WORK
,ORDER NEW
STEP 12 REVENUE
• IDENTIFIED
ON ACCOUNTS
•
•
STEP 13
WCA
CDREPORT• FILE
The WCA program utilizes technical work methods conducted in an efficient manner and
designed to optimize revenue impact without disruption to normal operating procedures of the
Utility. All WCA field operations will be conducted in a manner consistent with requirements
imposed by the Utility on its own personnel. Some of the basic WCA rules of operational conduct
• are listed below.
• WCA will advise the Utility of all fieldwork performed.
• WCA will conduct all operations to comply with applicable Department procedures.
• WCA employees will adhere toall applicable safety requirements of City and the WCA.
• WCA will insure that property conditions affected by field research activity will be returned
to original or better than original condition.
• WCA vehicles will be clean and clearly marked with the Company Logo.
^,• WCA employees will be uniformed.
• WCA employees will display identification badges affixed to the employee's uniform.
• WCA employees will at all times maintain a neat and clean appearance that represents the
professionalism of the Utility and WCA.
• WWCA employees will exhibit a courteous and polite manner when dealing with any
customer of the Utility.
Sample-System Inaccuracies addressed by WCA
Problem Types,Problem Explanations and Problem Solutions
The accurate measurement of water is the means by which water utilities generate revenue
to offset expense, determine.equitable fees among users, promote conservation and minimize
wastewater treatment loads. WCA will assist the various Miami Beach Departments in
identifying causes of, and suggesting remedies for system inaccuracies and deficiencies with
respect to water,wastewater,and reclaimed water utility charges. System inaccuracies arise from
many situations. Some of these situations are: unbilled connections, meters not listed in the
billing database, unknown taps, unauthorized fireline usage, meter bypass abuse, inaccurate
submeter credits, and other conditions that are routinely encountered. These inaccuracies can be
identified and corrective action taken to insure compensation for services rendered.
In general,the above situations can be grouped into the five major categories listed below:
o Meter Inaccuracy and Malfunction
o Service Theft
o Unmetered Firelines
o Other. Unbilled or Misbilled Usage
o Stormwater
These categories are addressed in the text that follows.
A. METER INACCURACY
It is critical for any-Utility to be able to identify those meters within the utility system
that perform below accepted levels of efficiency. Three typical contributing factors are:
o Failure of Meters and Other Mechanical Devices
o Lack of System Capabilities
o Budgetary Limitations
Problem #1: Failure of Meters and Other Mechanical Devices
Problem Explanation: A meter's propensity for accuracy loss and potential failure is due
to the very nature of a mechanical device with moving parts. This accuracy loss is random among
meters and often cannot be predicted. When vandalism and other meter damage issues areadded
to the equation, the problem of inaccuracy becomes even more unpredictable.
Solution #1: WCA has developed systems to detect abnormal trends that may indicate
mechanical failures in a timely manner. The analysis of these trends, coupled with field
investigations,will detect meter failures.Field investigations will determine if there is a potential
for loss of revenue. Based upon the field work performed, WCA will recommend the appropriate
course of corrective action. As a result of these actions, the potential for revenue increases will
be greatly enhanced.
Problem #2: Lack of System Capabilities
Problem Explanation: An example of the lack of system capabilities is as follows. A
meter read is taken on a meter that is not performing to standard and registering low reads. This
situation has occurred over an extended period of time. The meter reader (manual or AMI) has
no concept of years prior consumption for the given property. The meter reader has no data to
correlate with property characteristics such as property size, activity of occupant and occupancy
rate. Therefore, an inaccurate meter with a history of low reads would not show a consumption
pattern that would be indicative of a problem.
Solution #2: WCA utilizes a system that compares like properties and isolates consumption
differences. Consumption differences of this nature are selected for field review. The field
review process confirms or denies consumption patterns with property characteristics.
Problem #3: Budgetary Limitations
Problem Explanation: Budgetary limitations may restrict Department personnel from
performing efficiently in isolating meter inaccuracies. Meter repair programs are usually limited
to replacing known malfunctioning meters. Department personnel may be diverted from looking
for meter inaccuracies to work on other distribution problems. Several operational factors
impacted by this limitation are:
o Allocation of existing manpower
o Staffing capability
o Acquisition of testing equipment
o Acquisition of fleet and facility support
Solution#3: WCA's program will provide a system for identifying meter inaccuracies at no
cost to the Department during the term of the contract.All meter testing performed by the WCA
shall recognize American Water Works Association (AWWA) standards, as utilized by the
Department
B. SERVICE THEFT
Service theft is the act of receiving utility service without proper remuneration. There are
many factors that contribute to this problem,and the discovery of each factor must be approached
systematically. Service theft can be divided into two broad categories, intentionaland
unintentional. These categories are discussed separately below.
1. INTENTIONAL SERVICE THEFT
Intentional service theft is the deliberate act on the part of a consumer of receiving service
without proper remuneration to the utility. In general, intentional service theft is achieved from
the following situations:
o Incorrect Piping Arrangements
o Usage on "Inactive"Accounts
o Emergency Meter Bypass Abuse
o Fire Hydrant Abuse
Problem #1: Incorrect Piping Arrangements.
Problem Explanation: Theft of service can result from incorrect piping arrangements.
Tampering is generally involved in these situations. Some examples of these situations are as
follows:
o Straightconnects or an illegal cut-across
o Installing a jumper after a meter was pulled, subject to the limitations below.
o Removing a lock after a lock-out procedure, subject to the limitations below.
o Removing a blind gasket after service termination
Solution # 1: WCA will identify these situations by way of account review and on-site
inspection of suspect locations. A comprehensive field analysis of known problem areas will
often reveal cases that cannot be traced via Departmental data. When multiple problems occur
in a specific area,a saturation survey of the entire area is conducted to verify that all connections
are proper.
Problem #2: Usage on "Inactive" Accounts
Problem Explanation: An account could be classified within the Department's system as
"inactive". However, the meter serving this account could be in use.
Solution #2: Subject to the provisions below, WCA typically will make a field inspection on
accounts classified as "inactive". Inactive accounts utilizing service will be identified and
appropriate documentation submitted to the Department to initiate a change in account status.
However, WCA will not receive compensation on Accounts in which the Department 'has
terminated service due to non-payment of bills, also known as "cut off for nonpayment" or
"CONP". These "known" (to the City) cases may often result in meter removal by the
Department, which in turn may result in the illegal installation of a jumper by the customer. The
Department has in place a process to field check all such accounts as part its routine procedures
and therefore, for the sixty day period following a CONP, findings of jumpers or other illegal
connections on such accounts are not subject to payment by the Department to WCA under the
terms of this Agreement. WCA will investigate and submit findings only after the stipulated time
period established by the City has been exceeded on the account.
•
Problem #3: Emergency Meter Bypasses
Problem Explanation: The abuse of large meter emergency bypasses contributes to the theft of
service problem. Open meter bypasses are especially difficult to identify when it represents only
a portion of total usage. For example, a bypass could be partially opened thus allowing
unmetered service and yet not prompting action since an account billing is being generated.
Solution #3: WCA will identify all bypassed meters within the Department's system.
• Resolution of the bypassed meter problem is based upon a focused investigation of all meter
installations with meter bypasses. WCA will physically inspect all bypassed meters on a
regularly scheduled basis to determine if unmetered service is being provided. Only if a situation
is found that is unknown to the City,and for which no active City Service Work Order is in effect,
and has existed for a period of sixty days or longer, will WCA submit the item as a"find".
Problem #4: Fire Hydrant Abuse
Problem Explanation: Service theft is compounded by the use of fire hydrants supplying water
for purposes other than extinguishing fires. The/Department controls the majority of these
situations by way of policy and procedure in their rules and regulations
Solution #4: WCA will review the existing policies and procedures as they relate to fire
hydrants. If there appears to be any revenue enhancement potential that can be acted upon,
recommendations will be made to the Department. These recommendations'will include a benefit
to cost analysis of any suggested solutions.
2. UNINTENTIONAL SERVICE THEFT ,
Unintentional service use is defined as the receipt of water and/or wastewater service for
which the customer has no knowledge. In general the following situations are the cause of this
type of service theft:
o Incorrect Piping Arrangements
o Incorrect Account Data
Problem #1: Incorrect Piping Arrangements
Problem Explanation: The unintentional incorrect piping arrangement is a common
contributor to the unbilled revenue problem. Accurate site utility plats are not always available
during construction. These plats indicate which tap serves a particular location. If a tap is not
identified correctly with the property receiving the service, errors occur. For example, if an
adjacent location's tap is incorrectly identified, the property could ultimately receive water
through a meter not associated with that property.
Solution #1: WCA will locate incorrectly identified property by conducting comprehensive
on-site inspections of selected properties, customer account research and comparisons to other
adjacent properties. By performing these inspections, many instances of this kind will be
discovered and the appropriate remedy will be submitted to the Department for corrective action.
However, if the taps are being billed,no additional revenue will result.Therefore, WCA will not
receive compensation on such Accounts.
•
Problem #2: Incorrect Account Data
Problem Explanation: Thetap or meter that is not correctly identified with the appropriate
property is often unbilled. Sometimes a location is served by more than one tap. One meter can
be generating legitimate billings while another is not. Confusion of service address with meter
location can be a problem leading to incorrect account data. For example, a secondary meter
might be physically located on a side street away from the primary or known meter. The second
meter carries a different street address and normal search procedures by the Department,result in
fruitless efforts to locate,read or maintain the account. This occurs frequently in developed areas
that were annexed by the Department and where installation records and"as built"drawings were •
not equivalent to those required by the Department today.
Solution # 2: WCA will compare like properties with similar usage characteristics to identify
those consumers with lower than anticipated consumption. Ultimately,the correct association of
multiple connections to a single property can only be ascertained by comprehensive field
inspection and testing.
C. UNMETERED FIRELINES
The Department has established policies designed to minimize the abuse of unmetered
firelines. Regulations specifically restrict unmetered fireline use. The Department's policy
regarding Detection Check Meters provides further safeguards against abuse. WCA will,by way
of physical property research, make appropriate reports to the Department should any customer
be found to be out of compliance with the Rules and Regulations.
Problem #1: Unauthorized taps on Unmetered Firelines
Problem Explanation: The existence of connections made to unmetered firelines for use other
than intended represents a loss of revenue faced by all utilities. The problem can be categorized
into three basic areas:
•
o Deliberate, illegal taps into fire systems
o Control measures on identified firelines, such as detector check meters that are
inoperative or are not checked routinely
o Unmetered firelines that have no control devices to indicate usage
Solution #1: WCA will isolate unmetered fireline abuses by researching properties with known
service as well as searching for connections that are unknown to the Department. A few of the
methodologies employed are:
o Focus research on recently annexed areas and within areas of the system built
during periods of rapid growth.
o Research a random sample of that portion of the account population with known
firelines.
o Site inspections of a property always include an inspection of the fire protection
system components.
o In the case of large-scale installations with pressure alarms, a non-intrusive
portable flowmeter will be utilized to verify unauthorized flow.
o Other relevant databases of information such as State or Local fire insurance
records can be compared to Departmental data regarding fireline billings.
o The piping arrangement present in any location is traced and identified to the
greatest extent possible.
D. OTHER SYSTEM DEFICIENCIES AND UNBILLED SERVICES
A multitude of factors impact the ability of the Department to bill correctly for its
services. Other than those areas previously discussed, the following problems have been
encountered in other utility systems. Other unbilled or misbilled usage can be the result of the
following situations: "
o Incorrect Account Data
o Abuse of Submeter Allowances
o Unknown Accounts
Problem #1: Incorrect Account Data
Problem Explanation: An example of this type of problem is as follows. A building is
served by an unmetered firel.ine. However, the Customer Information System has no record of
this data. Therefore, the Department may be losing revenue because of incorrect account data.
Solution #1: Standard operating procedure utilized by WCA via its field research techniques is
to verify all existing account data against actual property configurations. In that all account data
'is verified with the physical property configurations, discrepancies are noted and communicated
to the Department by way of a Formal Work Order.
Problem #2: Abuse of Submeter Allowances
Problem Explanation: Submeters allow credits for wastewater charges due to
non-returned water to the sanitary system. Submeters for such uses as irrigation, processes and
coolant towers provide reasonable usage credits to end users. However, if they are not properly
installed, configured and monitored they can be abused. The net result of such situations is that
the Department may not receive the appropriate remuneration for wastewater services.
Solution #2: WCA will undertake a study of all known Submeter Account billings within the
Customer Information System. All such properties will be researched to determine the validity
of these credits with respect to credit calculations, and the appropriateness of those accounts
receiving such credits.
Problem #3: Unknown Accounts
Problem Explanation: Most major, utilities have experienced growth by way _,of
annexations of existing systems. If the accounting data from these acquired systems was not
correct during the conversion,the probability is high that subsequent corrections to this data may
not have been made. Also, if the utility has experienced billing system conversions, some
accounts tend to be lost during the conversion. Unknown accounts produce no revenue for the
utility,while adding to the unaccounted-for water loss equation.
Solution# 3: Standard operating procedure for WCA field crews is to make checks of adjacent
properties while performing selected field research. WCA's standard operating procedure
utilizes radio-dispatched crews to perform field research. WCA's office staff uses a computer
link to the Customer Information System to retrieve current account data. Communication
between office staff and field personnel enables WCA to verify information on adjacent
properties which may be unknown.
Thelmportance of the Criteria which Determine Utility Billing
A clear understanding of the billing policy of the City is absolutely critical to the success
of the project. A lack of understanding will result in two things. The first is missed opportunity,
defined as lower than expected discovery of Increased Revenue. The second is that submittals
which are tendered to the City for review will be incorrect and thus rejected. An error in billing
on an Account cannot be ferreted out without first gaining a working knowledge of the way things.
should be.
In the experience of WCA, no two utility clients apply exactly the same setiof criteria to
determine customer fees for water, wastewater and stormwater service. In all contracts entered
into bey the Company, all applicable sources of client billing reference information are carefully
researched to determine the intended billing methodology. These include (but are not limited to)
Statute, Charter, Ordinance, Rate Study, billing policy, special case rules, and finally, the utility
billing software utilized by the client. The understanding gathered in this process enables WCA
to correctly and fairly analyze individual customer billings and to recommend only those changes
and corrections that fit within existing City guidelines.These guidelines determine both billings
going forward in time as well as any appropriate retroactive billings. This same methodology
will be applied by WCA for the City. The Company's knowledge of utility systems in general
and with SunGard HTE specifically is extensive. Therefore, WCA is well suited to accomplish
the goals of this project. The City can be assured that WCA will only recommend account
changes that are in accord with the intent of the City in determining customer fees.
Proposed schedule for completing the work
Data access through read only link and the data download process (described in Section
4,Task I. Step 1.)is a function of the City-over which WCA has no control.Because this period
of time is impossible to forecast, it is not included in the Contract Term.
"Notice to Proceed" is defined as the written notification by the City to WCA to initiate
Work. This notification is issued upon the successful receipt and conversion of Account data
from the City by WCA.The date of the Notice to Proceed shall mark the initiation of the Contract
Term.
Contract Term - It is anticipated that the period of time necessary for the "Work",
(described in Section 4,Task I.,Steps 2-8 and Task II.) for this project is three years. In addition,
renewal option should be included. Because every Contract undertaken by WCA in years past
has proven to be unique— in terms of results and the amount of time necessary to produce those
results - adequate opportunity for the City to achieve maximum benefit must be allowed.
Insofar as the day to day and week to week schedule is concerned, WCA will gear the
frequency of reports, updates and submittals of Work Orders according to the limitations,
requests and requirements of the City.
What is the risk associated with the service?
Municipal Utility Managers typically ask about the risk associated with the project, therefore a
response to that concern is provided in this RFP response. The inherent risk in the project is that
WCA could submit a recommendation to the City which resulted in an increase to a customer's
utility bill that ultimately proved to be wrong. In the event of an overbilling due to WCA advice,
the City would not suffer damages because the customer is credited to offset the overbilling. In
the rare event that any customer related issue arises related to any WCA recommendation, WCA
personnel respond to the customer concern, in the field, at his location if necessary. More often
than not, in the rare event that a customer complaint is received, a site visit by WCA to explain
the change will alleviate the complaint. The issue of the City suffering harm or damages as the
result of a WCA overbilling has never occurred in the Company's entire history.
Exception, General Conditions Statement, Miscellaneous Statements
Insurance: The RFP calls for Professional Liability Insurance. WCA takes exception to PLI
for the following reason:
Professional Liability Insurance is not required. The Commercial General Liability Insurance
provided by WCA covers 100%of the work activities performed by WCA under the Contract.
There are no services called for in the proposed Scope of Work to be provided by WCA for the
City to which Professional Liability Insurance applies. Were the Scope to require an Engineer's
seal, for example, then PLI for errors and omissions would be appropriate and necessary. This
question has been vetted previously in other RFPs and is often a vestige of a General
Engineering Services Contract requirement. It comes down to a question of risk to the City—
how could the City be harmed. The answer is that the worst that could happen is for WCA to
erroneously recommend change to an account which proves to be wrong. The customer is
overbilled one month and credited back the next, and the harm is eliminated.
General Conditions Compliance Statement
WCA has read and agrees to comply with all requirements stated in the General Conditions,
except for the exception stated above regarding Professional Liability Insurance which does not
apply and to which the Company cannot comply.
Miscellaneous
Litigation: WCA is not now,•nor has it ever been involved in arbitration or litigation with any
client governmental entity or with any utility customer of any client.
Financial stability: WCA has never filed for reorganization or bankruptcy.
Addenda: WCA acknowledges receipt of three (3)Addenda to the RFP.
Value Added Services
•
The experience of WCA is not limited to water and sewer. WCA offers a very significant
amount of South Florida experience in validating the accuracy of Stormwater and Solid Waste
fees for service rendered by our City and County clients. WCA offers that same experience to
the City of Miami Beach at the same terms and conditions as stated in this RFP response.
Stated simply, should the City choose to authorize WCA to validate Stormwater and Solid
Waste, WCA would only be paid the performance fee share of any collected Increased
Revenue generated under the Contract.
APPENDIX D
REVENUE PROPOSAL FORM
'Failure'tosubmit.the Revenue'Proposal'Form;•in::its entirety and-fuilyr".executed,•by the'deadline established for,•:
<' 'the receipt of proposals uirilf result in proposal being deemed non-responsive and being rejected.:
Proposer affirms that .the Proposed Revenue Sharing Rates stated on the Revenue Proposal Form are
inclusive of all costs borne by the Proposer relating to the scope of the project; and Proposer affirms that no
claim will be made on account of any increase in research costs, wages, material prices, delivery delays,.
taxes, insurance, cost indexes or on any other account.
The Revenue Proposal Form shall be completed mechanically or, if manually, in ink. Revenue Proposal
Form completed in pencil shall be deemed non-responsive. All corrections on the Revenue Proposal
Form shall be initialed.
y r 'i ^'' , z< ,.. _proposed ,�c" Grosses '„Net Revenue
t, l Description Revenues Savings to the qty.:_.
Sharing �rforcalculation
* : - Rate to,the purposes only) ; -
1. Revenue Share for Cost Savings Realized by
the City as a Result of the Revenue % $1 00,000* $_57.5 COG
Enhancement Study/Recovery
2. Revenue Share for Cost
Savings/Avoidance/Efficiencies Realized by , QO % $100,000* $ 90CJ
the City as a Result of Recommendations for
Future Efficiencies
• 1Total Net Revenueto the City*..: $1'-f-S COD
1Basis for Allocation of Revenue Points.
Bidder's Affirmation
Comm': t la-4-.e,-' eon, o I
Authorized Representative: S. ,0_ /4 aQ De.;—
Address: •rr . /f r;dzt:�, SF F�fl Eo.� YX 770 2-q
Telephone: /z .l 3 Z — op 4_ ?
Email: s4-e.rtrr-c.P en o-A 424—;Go—. e o r+ .-
Authorized Representative's Signature:
= r eA -rig rak•es - L rt 4k-10V 0-4”g-
Cx-S0-61- es.-- Q. 3Z)c-1-11 (U) N`oer - Pap-19). .
.4
s, WATER COMPANY OF AMERICA I Serving Water,Wastewater,Stormwater and Solid Waste Utilities
_A- .,,o :Er-"]nr2,0ar,,So;ict ika :i:.c.19,:f
RESOLUTION OF THE BOARD OF DIRECTORS
OF
ISI WATER COMPANY
The undersigned being all of the members of the Board of Directors of ISI Water
Company a Texas corporation (the "Company"),do hereby consent to the adoption of the
following resolutions, effective the 1st day of March 2018:
Whereas the Board of Directors of the Company wishes to designate certain
persons to execute contracts on behalf of the Company and its subsidiaries;
Now, be it RESOLVED that each of the following individuals,namely Timothy
Herbert, and Steve Hooper, are hereby authorized to and directed to enter into contracts
on behalf of the Company, and execute agreementsrwith governmental authorities or
other entities in connection with such contracts,effective on the date of this resolution
and until such authority is withdrawn by further resolution of the Board or by the
President of the Company; and
Further, RESOLVED that the resolution shall be filed with the minutes of the
proceedings of the Board of Directors of the Company.
3
In witness whereof,the undersigned have executed this resolution effective as of
the date above written.
P -____--- ,
Timothy Herbert,
:
µ l -+, a9 #' +, i f. ..i,"4-; `;',:f•-::"...7-y 'f,i,'iEf ' •
. y j L ..! .- y + f",`tCv :,,,_, ' 1 ! t a4,. ,. - i, , 1.
Fi . 4ft ar rOampzm ,,`" 1, ` ,54�,Stdetrty,Slreet4Haustan,T 17029' 281152.QA47;
m � itif , Se " 1 . '
.q" tt.;.:-'„'i h, .A�1:t 4:r ..4 '0e ,- 4,rr;Pr:e C ;44,14.".f i*,b 4,, .;:at, � 4n-0.4, ,24.r 1b# •4 t#:- .r i-7
.. - . ._
Tab 5 Public Benefit
Addendum#1 of the RFP states that the City maintains a 501 (C)(3)that is used to support the
educational initiatives of the Mayor and City Commission. Proposers may propose a recurring or
non-recurring financial contribution to the educational initiatives 501 (C)(3).
In response to this RFP, WCA proposes a financial contribution equal to '/2 of 1%(.005%) of the
WCA Share of Increased Revenue received by WCA under the Contract, if awarded.
ATTACHMENT D
INSURANCE REQUIREMENTS
•
•*
•
APPENDIX E
MIAMIBEACH
Insurance Requirements
RFP 2018-234-JC
REVENUE ENHANCEMENT STUDY FOR
UTILITIES
PROCUREMENT DEPARTMENT
1755 Meridian Avenue, 3rd Floor
Miami Beach, Florida 33139
2018-234-JC 31
MIAMI BEAc H
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 Workers''Compensatiik and-E-mployeY' iability per the Statutory-l'imits`nhe state o1FlondaJ
X:2 Comprehensive-General-L-iability (occurrence form);-Iimits-of liability $ 1 000;000:00-per occurrences for
bodily injury property damageto mcludeTPremises/=Operations;=Produets,:Completed=Operations and
Contractual L afji6ty .Contractual Liability and Contractual Indemnity, (Hold harmless endorse em nt
e�cactly as written m "insurance-require em nts�,ofispecificatioris):� `��°'"
XXX 3. Automobile Liability-$1,000,000 each occurrence-owned/non-owned/hired automobiles included.
XXX 4. Professional Liability Insurance in an amount not less than $1,000,000 with the deductible per claim, if
any, not to exceed 10%of the limit of liability.
5. Excess Liability-$ .00 per occurrence to follow the primary coverages.
XXX-6. The City must be named as and additional insured on the liability policies; and it must be stated on the
certificate.
7. 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 8. • Thirty(30) days written cancellation notice required.
XXX 9. Best's guide rating B+:VI or better, latest edition.
XXX 10. 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.
2511C 32