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Agreement with The Valerin Group , LLC DocuSign Envelope ID: 1554E199-464F-4EE3-A0BE-CC668D83A19F 20 2z - 314137 Contract 20-118-04 C-7 1 CS/ ") PROFESSIONAL SERVICES AGREEMENT BETWEEN THE CITY OF MIAMI BEACH AND THE VALERIN GROUP, LLC. FOR PUBLIC INFORMATION OUTREACH SERVICES FOR RIGHT OF WAY AND FACILITIES CONSTRUCTION PROJECTS, PURSUANT TO RFQ-2020-118-WG 1/6/2021 1 1:23 EST This Professional Services Agreement ("Agreement") is entered into this day of , 20 _("Effective Date"), between the CITY OF MIAMI BEACH, FLORIDA, a municipal corporation organized and existing under the laws of the State of Florida, having its principal offices at 1700 Convention Center Drive, Miami Beach, Florida, 33139 (the "City"), and THE VALERIN GROUP, LLC., a Florida Profit Corporation, whose address is 3903 Northdale Blvd. 100E, Tampa, FL 33624 ("Consultant"). SECTION 1 DEFINITIONS Agreement: This Agreement between the City and Consultant, including any exhibits and amendments thereto. City Manager: The chief administrative officer of the City. City: The City of Miami Beach. Department: City Departments, including but not limited to Capital Improvement Projects, Transportation, Environmental, Marketing and Communications and the City Manager's Office. 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 Tonya Daniels, Department Director. Project Manager: The City's staff member(s), manager(s) or consultant(s) with overall responsibility and authority to oversee the Public Information Outreach Services on Right of Way and Facilities Projects in Miami Beach. Letter of Authorization: A letter issued by the Project Manager (or his/her designee) authorizing the Consultant to commence work on a specific task. Completion due dates and fees are specified in this document. 1 DocuSign Envelope ID: 1554E199-464F-4EE3-A0BE-CC668D83A19F Consultant: For the purposes of this Agreement, Consultant shall be deemed to be an independent contractor, and not an agent or employee of the City. The Consultant is the Successful Proposer(s) retained by the City to perform Public Information Outreach Services on Right of Way and Facilities Projects described in this Scope of Services. Services: All services, work and actions by the Consultant performed or undertaken pursuant to the Agreement. Task Assignment: One or more tasks assigned under this contract in connection with the Public Information Outreach Services on Right of Way and Facilities Projects in the City of Miami Beach. Fee: Amount paid to the Consultant as compensation for Services. Proposal Documents: Proposal Documents shall mean City of Miami Beach, RFQ, No. 2020- 118-WG for Public Information Outreach Services For Right of Way and Facilities Construction Projects, together with all amendments thereto, issued by the City in contemplation of this Agreement RFQ, and the Consultant's proposal in response thereto ("Proposal"), all of which are hereby incorporated and made a part hereof; provided, however, that in the event of an express conflict between the Proposal Documents and this Agreement, the following order of precedent shall prevail: this Agreement; the RFQ; and the Proposal. Risk Manager: The Risk Manager of the City, with offices at 1700 Convention Center Drive, Third Floor, Miami Beach, Florida 33139; telephone number (305) 673-7000, Ext. 6435; and fax number (305) 673-7023. SECTION 2 SCOPE OF SERVICES 2.1 In consideration of the Fee to be paid to Consultant by the City, Consultant shall provide the work and services described in Exhibit "A" hereto (the "Services"), and as may also be more specifically prescribed in the Consultant Service Order (CSO) attached hereto as Exhibit "B" issued by the City to Consultant for a particular project. Although Consultant may be provided with a schedule of the available hours to provide its Services, the City shall not control nor have the right to control the hours of the Services performed by the Consultant; where the Services are performed (although the City will provide Consultant with the appropriate location to perform the Services); when the Services are performed, including how many days a week the Services are performed; how the Services are performed, or any other aspect of the actual manner and means of accomplishing the Services provided. Notwithstanding the foregoing, all Services provided by the Consultant shall be performed in accordance with the terms and conditions set forth in Exhibit "A" and to the reasonable satisfaction of the City Manager. If there are any questions regarding the Services to be performed, Consultant should contact the following person: 2 DocuSign Envelope ID: 1554E199-464F-4EE3-A0BE-CC668D83A19F Kevin Pulido, Neighborhood Affairs Manager Marketing & Communications Department KevinPulido(c�miamibeachfl.gov Ph: 305-673-7000 Ext. 22112 2.2 Consultant's Services, and any deliverables incident thereto, shall be completed in accordance with the timeline and/or schedule in Exhibit "B" hereto. 2.3 The Services will be commenced by the Consultant upon the full execution of a written Consultant Service Order. Consultant Service Orders shall be executed in accordance with the Procurement Contract Approval Authority Procedure Section 03.02. Consultant shall countersign the Consultant Service Order upon receipt and return an original signed copy to the City. Once a Consultant Service Order is issued, deliverables to the City will be phased as follows: 1. Design and Pre-Construction Communications — In this phase, a plan is developed delineating how the community will be informed throughout the life of the project. The community is provided with information regarding design, when the project is to commence and how stakeholders will be affected. Meetings are held with stakeholders to introduce the project team and consultant(s) that will be working in the area. During the design phase, the firm will need to be well versed with the city's resilience program and understand any harmonization efforts on each project. 2. Project Information — This phase begins concurrently with construction and is finalized when the project is substantially complete. Residents, business owners and civic organizations are provided regularly with information relevant to the progress of the work on a regular basis. Meetings are held on an as-needed basis with individual stakeholders or interested groups. The Public Information Liaison serves as liaison between residents / stakeholders and the Neighborhood Affairs Division. 2. Post-Construction Communications — In this phase, project-close out information is sent out to stakeholders informing them that construction has been finalized and providing them with contact information for various owner agencies. SECTION 3 TERM The term of this Agreement ("Term") shall commence upon execution of this Agreement by all parties hereto (the Effective Date set forth on p. 1 hereof), and shall have an initial term of three (3) years with two (2) additional one (1) year renewal options, to be exercised at the City Manager's sole option and discretion, by providing Consultant with written notice of same no less than thirty (30) days prior to the expiration of the initial term. Notwithstanding the Term provided herein, Consultant shall adhere to any specific timelines, schedules, dates, and/or performance milestones for completion and delivery of the Services, as same is/are set forth in the timeline and/or schedule referenced in the CSO. 3 DocuSign Envelope ID: 1554E199-464F-4EE3-A0BE-CC668D83A19F SECTION 4 FEE 4.1 Consultant's"Lump Sum" or"Not to Exceed" fee for provision of the Services, or portions thereof, as may be set forth and described in the Consultant Service Order issued for a particular Project, shall be agreed to at the time of service in accordance with the hourly rates set forth in Exhibit "C" attached hereto, and shall be set forth in the Consultant Service Order, in the form attached as Exhibit "B" and Summary Report of Services Performed attached as Exhibit"D" hereto. 4.2 Approved Additional Services shall be compensated in accordance with the hourly rates set forth in Schedule "C" attached hereto. Any request for payment of Additional Services shall be included with a Consultant payment request. No mark-up shall be allowed on Additional Services (whether sub-contracted or not). Approved Reimbursable Expenses shall be paid in accordance with Section 2.9 herein. Any request for payment of Reimbursable Expenses shall also be included with Consultant's payment request. No mark-up shall be allowed on Reimbursable Expenses. 4.4 INVOICING Upon receipt of an acceptable and approved invoice, payment(s) shall be made within forty-five (45) days for that portion (or those portions) of the Services satisfactorily rendered (and referenced in the particular invoice). Invoices shall include a detailed description of the Services (or portions thereof) provided, and shall be submitted to the City at the following address: Accounts Payable Division: Payables@miamibeachfl.gov SECTION 5 TERMINATION 5.1 TERMINATION FOR CAUSE If the Consultant shall fail to fulfill in a timely manner, or otherwise violates, any of the covenants, agreements, or stipulations material to this Agreement, the City, through its City Manager, shall thereupon have the right to terminate this Agreement for cause. Prior to exercising its option to terminate for cause, the City shall notify the Consultant of its violation of the particular term(s) of this Agreement, and shall grant Consultant ten (10) days to cure such 4 DocuSign Envelope ID: 1554E199-464F-4EE3-A0BE-CC668D83A19F default. If such default remains uncured after ten (10) days, the City may terminate this Agreement without further notice to Consultant. Upon termination, the City shall be fully discharged from any and all liabilities, duties, and terms arising out of, or by virtue of, this Agreement. Notwithstanding the above, the Consultant shall not be relieved of liability to the City for damages sustained by the City by any breach of the Agreement by the Consultant. The City, at its sole option and discretion, shall be entitled to bring any and all legal/equitable actions that it deems to be in its best interest in order to enforce the City's rights and remedies against Consultant. The City shall be entitled to recover all costs of such actions, including reasonable attorneys' fees. 5.2 TERMINATION FOR CONVENIENCE OF THE CITY THE CITY MAY ALSO, THROUGH ITS CITY MANAGER, AND FOR ITS CONVENIENCE AND WITHOUT CAUSE, TERMINATE THE AGREEMENT AT ANY TIME DURING THE TERM BY GIVING WRITTEN NOTICE TO CONSULTANT OF SUCH TERMINATION; WHICH SHALL BECOME EFFECTIVE WITHIN THIRTY (30) DAYS FOLLOWING RECEIPT BY THE CONSULTANT OF SUCH NOTICE. ADDITIONALLY, IN THE EVENT OF A PUBLIC HEALTH, WELFARE OR SAFETY CONCERN, AS DETERMINED BY THE CITY MANAGER, IN THE CITY MANAGER'S SOLE DISCRETION, THE CITY MANAGER, PURSUANT TO A VERBAL OR WRITTEN NOTIFICATION TO CONSULTANT, MAY IMMEDIATELY SUSPEND THE SERVICES UNDER THIS AGREEMENT FOR A TIME CERTAIN, OR IN THE ALTERNATIVE, TERMINATE THIS AGREEMENT ON A GIVEN DATE. IF THE AGREEMENT IS TERMINATED FOR CONVENIENCE BY THE CITY, CONSULTANT SHALL BE PAID FOR ANY SERVICES SATISFACTORILY PERFORMED UP TO THE DATE OF TERMINATION; FOLLOWING WHICH THE CITY SHALL BE DISCHARGED FROM ANY AND ALL LIABILITIES, DUTIES, AND TERMS ARISING OUT OF, OR BY VIRTUE OF, THIS AGREEMENT. 5.3 TERMINATION FOR INSOLVENCY The City also reserves the right to terminate the Agreement in the event the Consultant is placed either in voluntary or involuntary bankruptcy or makes an assignment for the benefit of creditors. In such event, the right and obligations for the parties shall be the same as provided for in Section 5.2. SECTION 6 INDEMNIFICATION AND INSURANCE REQUIREMENTS 6.1 INDEMNIFICATION Consultant agrees to indemnify, defend and hold harmless the City of Miami Beach and its officers, employees, agents, and contractors, from and against any and all actions (whether at law or in equity), claims, liabilities, losses, and expenses, including, but not limited to, attorneys' fees and costs, for personal, economic or bodily injury, wrongful death, loss of or damage to property, which may arise or be alleged to have arisen from the negligent acts, errors, omissions or other wrongful conduct of the Consultant, its officers, employees, agents, 5 DocuSign Envelope ID: 1554E199-464F-4EE3-A0BE-CC668D83A19F contractors, or any other person or entity acting under Consultant's control or supervision, in connection with, related to, or as a result of the Consultant's performance of the Services pursuant to this Agreement. To that extent, the Consultant shall pay all such claims and losses and shall pay all such costs and judgments which may issue from any lawsuit arising from such claims and losses, and shall pay all costs and attorneys' fees expended by the City in the defense of such claims and losses, including appeals. The Consultant expressly understands and agrees that any insurance protection required by this Agreement or otherwise provided by the Consultant shall in no way limit the Consultant's responsibility to indemnify, keep and save harmless and defend the City or its officers, employees, agents and instrumentalities as herein provided. The parties agree that one percent (1%) of the total compensation to Consultant for performance of the Services under this Agreement is the specific consideration from the City to the Consultant for the Consultant's indemnity agreement. The provisions of this Section 6.1 and of this indemnification shall survive termination or expiration of this Agreement. 6.2 INSURANCE REQUIREMENTS The Consultant shall maintain and carry in full force during the Term, the following insurance: 1. Consultant General Liability, in the amount of$500,000; 2. Consultant Professional Liability, in the amount of$1,000,000; and 3. Workers Compensation & Employers Liability, as required pursuant to Florida Statutes. 4. Automobile Liability in the amount $1000,000 per occurrence; owned/non-owned/hired automobiles included. 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+VI" as to management and not less than "Class VI" as to strength by the latest edition of Best's Insurance Guide, published by A.M. Best Company, Oldwick, New Jersey, or its equivalent. All of Consultant's certificates shall contain endorsements providing that written notice shall be given to the City at least thirty (30) days prior to termination, cancellation or reduction in coverage in the policy. The insurance certificates for General Liability shall include the City as an additional insured and shall contain a waiver of subrogation endorsement. Original certificates of insurance must be submitted to the City's Risk Manager for approval (prior to any work and/or services commencing) and will be kept on file in the Office of the Risk Manager. The City shall have the right to obtain from the Consultant specimen copies of the insurance policies in the event that submitted certificates of insurance are inadequate to ascertain compliance with required coverage. The Consultant is also solely responsible for obtaining and submitting all insurance certificates for any sub-consultants. Compliance with the foregoing requirements shall not relieve the Consultant of the liabilities and obligations under this Section or under any other portion of this Agreement. 6 DocuSign Envelope ID:1554E199-464F-4EE3-A0BE-CC668D83A19F The Consultant shall not commence any work and or services pursuant to this Agreement until all insurance required under this Section has been obtained and such insurance has been approved by the City's Risk Manager. SECTION 7 LITIGATION JURISDICTIONNENUE/JURY TRIAL WAIVER This Agreement shall be construed in accordance with the laws of the State of Florida. This Agreement shall be enforceable in Miami-Dade County, Florida, and if legal action is necessary by either party with respect to the enforcement of any or all of the terms or conditions herein, exclusive venue for the enforcement of same shall lie in Miami-Dade County, Florida. By entering into this Agreement, Consultant and the City expressly waive any rights either party may have to a trial by jury of any civil litigation related to or arising out of this Agreement. SECTION 8 LIMITATION OF CITY'S LIABILITY The City desires to enter into this Agreement only if in so doing the City can place a limit on the City's liability for any cause of action, for money damages due to an alleged breach by the City of this Agreement, so that its liability for any such breach never exceeds the sum of $10,000. Consultant hereby expresses its willingness to enter into this Agreement with Consultant's recovery from the City for any damage action for breach of contract to be limited to a maximum amount of$10,000. Accordingly, and notwithstanding any other term or condition of this Agreement, Consultant hereby agrees that the City shall not be liable to the Consultant for damages in an amount in excess of $10,000 for any action or claim for breach of contract arising out of the performance or non-performance of any obligations imposed upon the City by this Agreement. Nothing contained in this section or elsewhere in this Agreement is in any way intended to be a waiver of the limitation placed upon the City's liability, as set forth in Section 768.28, Florida Statutes. SECTION 9 DUTY OF CARE/COMPLIANCE WITH APPLICABLE LAWS/PATENT RIGHTS; COPYRIGHT; AND CONFIDENTIAL FINDINGS 9.1 DUTY OF CARE With respect to the performance of the Services contemplated herein, Consultant shall exercise that degree of skill, care, efficiency and diligence normally exercised by reasonable persons and/or recognized professionals with respect to the performance of comparable work and/or services. 9.2 COMPLIANCE WITH APPLICABLE LAWS 7 DocuSign Envelope ID: 1554E199-464F-4EE3-A0BE-CC668D83A19F In its performance of the Services, Consultant shall comply with all applicable laws, ordinances, and regulations of the City, Miami-Dade County, the State of Florida, and the federal government, as applicable. 9.3 PATENT RIGHTS; COPYRIGHT; CONFIDENTIAL FINDINGS Any work product arising out of this Agreement, as well as all information specifications, processes, data and findings, are intended to be the property of the City and shall not otherwise be made public and/or disseminated by Consultant, without the prior written consent of the City Manager, excepting any information, records etc. which are required to be disclosed pursuant to Court Order and/or Florida Public Records Law. All reports, documents, articles, devices, and/or work produced in whole or in part under this Agreement are intended to be the sole and exclusive property of the City, and shall not be subject to any application for copyright or patent by or on behalf of the Consultant or its employees or sub-consultants, without the prior written consent of the City Manager. SECTION 10 GENERAL PROVISIONS 10.1 AUDIT AND INSPECTIONS Upon reasonable verbal or written notice to Consultant, and at any time during normal business hours (i.e. 9AM — 5PM, Monday through Fridays, excluding nationally recognized holidays), and as often as the City Manager may, in his/her reasonable discretion and judgment, deem necessary, there shall be made available to the City Manager, and/or such representatives as the City Manager may deem to act on the City's behalf, to audit, examine, and/ or inspect, any and all other documents and/or records relating to all matters covered by this Agreement. Consultant shall maintain any and all such records at its place of business at the address set forth in the "Notices" section of this Agreement. 10.2 INSPECTOR GENERAL AUDIT RIGHTS (A) Pursuant to Section 2-256 of the Code of the City of Miami Beach, the City has established the Office of the Inspector General which may, on a random basis, perform reviews, audits, inspections and investigations on all City contracts, throughout the duration of said contracts. This random audit is separate and distinct from any other audit performed by or on behalf of the City. (B) The Office of the Inspector General is authorized to investigate City affairs and empowered to review past, present and proposed City programs, accounts, records, contracts and transactions. In addition, the Inspector General has the power to subpoena witnesses, administer oaths, require the production of witnesses and monitor City projects and programs. Monitoring of an existing City project or program may include a report concerning whether the project is on time, within budget and in 8 DocuSign Envelope ID: 1554E199-464F-4EE3-A0BE-CC668D83A19F conformance with the contract documents and applicable law. The Inspector General shall have the power to audit, investigate, monitor, oversee, inspect and review operations, activities, performance and procurement process including but not limited to project design, bid specifications, (bid/proposal) submittals, activities of the Consultant, its officers, agents and employees, lobbyists, City staff and elected officials to ensure compliance with the contract documents and to detect fraud and corruption. Pursuant to Section 2-378 of the City Code, the City is allocating a percentage of its overall annual contract expenditures to fund the activities and operations of the Office of Inspector General. (C) Upon ten (10) days written notice to the Consultant, the Consultant shall make all requested records and documents available to the Inspector General for inspection and copying. The Inspector General is empowered to retain the services of independent private sector auditors to audit, investigate, monitor, oversee, inspect and review operations activities, performance and procurement process including but not limited to project design, bid specifications, (bid/proposal) submittals, activities of the Consultant its officers, agents and employees, lobbyists, City staff and elected officials to ensure compliance with the contract documents and to detect fraud and corruption. (D) The Inspector General shall have the right to inspect and copy all documents and records in the Consultant's possession, custody or control which in the Inspector General's sole judgment, pertain to performance of the contract, including, but not limited to original estimate files, change order estimate files, worksheets, proposals and agreements from and with successful subcontractors and suppliers, all project-related correspondence, memoranda, instructions, financial documents, construction documents, (bid/proposal) and contract documents, back-change documents, all documents and records which involve cash, trade or volume discounts, insurance proceeds, rebates, or dividends received, payroll and personnel records and supporting documentation for the aforesaid documents and records. (E) The Consultant shall make available at its office at all reasonable times the records, materials, and other evidence regarding the acquisition (bid preparation) and performance of this Agreement, for examination, audit, or reproduction, until three (3) years after final payment under this Agreement or for any longer period required by statute or by other clauses of this Agreement. In addition: If this Agreement is completely or partially terminated, the Consultant shall make available records relating to the work terminated until three (3) years after any resulting final termination settlement; and ii. The Consultant shall make available records relating to appeals or to litigation or the settlement of claims arising under or relating to this Agreement until such appeals, litigation, or claims are finally resolved. 9 DocuSign Envelope ID: 1554E199-464F-4EE3-A0BE-CC668D83A19F (F) The provisions in this section shall apply to the Consultant, its officers, agents, employees, subcontractors and suppliers. The Consultant shall incorporate the provisions in this section in all subcontracts and all other agreements executed by the Consultant in connection with the performance of this Agreement. (G) Nothing in this section shall impair any independent right to the City to conduct audits or investigative activities. The provisions of this section are neither intended nor shall they be construed to impose any liability on the City by the Consultant or third parties. 10.3 ASSIGNMENT, TRANSFER OR SUBCONSULTING Consultant shall not subcontract, assign, or transfer all or any portion of any work and/or service under this Agreement without the prior written consent of the City Manager, which consent, if given at all, shall be in the Manager's sole judgment and discretion. Neither this Agreement, nor any term or provision hereof, or right hereunder, shall be assignable unless as approved pursuant to this Section, and any attempt to make such assignment (unless approved) shall be void. 10.4 PUBLIC ENTITY CRIMES Prior to commencement of the Services, the Consultant shall file a State of Florida Form PUR 7068, Sworn Statement under Section 287.133(3)(a) Florida Statute on Public Entity Crimes with the City's Procurement Division. 10.5 NO DISCRIMINATION In connection with the performance of the Services, the Consultant shall not exclude from participation in, deny the benefits of, or subject to discrimination anyone on the grounds of race, color, national origin, sex, age, disability, religion, income or family status. Additionally, Consultant shall comply fully with the City of Miami Beach Human Rights Ordinance, codified in Chapter 62 of the City Code, as may be amended from time to time, prohibiting discrimination in employment, housing, public accommodations, and public services on account of actual or perceived race, color, national origin, religion, sex, intersexuality, gender identity, sexual orientation, marital and familial status, age, disability, ancestry, height, weight, domestic partner status, labor organization membership, familial situation, or political affiliation. 10.6 CONFLICT OF INTEREST Consultant herein agrees to adhere to and be governed by all applicable Miami-Dade County Conflict of Interest Ordinances and Ethics provisions, as set forth in the Miami-Dade County Code, as may be amended from time to time; and by the City of Miami Beach Charter and Code, as may be amended from time to time; both of which are incorporated by reference as if fully set forth herein. 10 DocuSign Envelope ID: 1554E199-464F-4EE3-A0BE-CC668D83A19F Consultant covenants that it presently has no interest and shall not acquire any interest, directly or indirectly, which could conflict in any manner or degree with the performance of the Services. Consultant further covenants that in the performance of this Agreement, Consultant shall not employ any person having any such interest. No member of or delegate to the Congress of the United States shall be admitted to any share or part of this Agreement or to any benefits arising therefrom. 10.7 CONSULTANT'S COMPLIANCE WITH FLORIDA PUBLIC RECORDS LAW (A) Consultant shall comply with Florida Public Records law under Chapter 119, Florida Statutes, as may be amended from time to time. (B) The term "public records" shall have the meaning set forth in Section 119.011(12), which means all documents, papers, letters, maps, books, tapes, photographs, films, sound recordings, data processing software, or other material, regardless of the physical form, characteristics, or means of transmission, made or received pursuant to law or ordinance or in connection with the transaction of official business of the City. (C) Pursuant to Section 119.0701 of the Florida Statutes, if the Consultant meets the definition of"Contractor" as defined in Section 119.0701(1)(a), the Consultant shall: (1) Keep and maintain public records required by the City to perform the service; (2) Upon request from the City's custodian of public records, provide the City with a copy of the requested records or allow the records to be inspected or copied within a reasonable time at a cost that does not exceed the cost provided in Chapter 119, Florida Statutes or as otherwise provided by law; (3) Ensure that public records that are exempt or confidential and exempt from public records disclosure requirements are not disclosed, except as authorized by law, for the duration of the contract term and following completion of the Agreement if the Consultant does not transfer the records to the City; (4) Upon completion of the Agreement, transfer, at no cost to the City, all public records in possession of the Consultant or keep and maintain public records required by the City to perform the service. If the Consultant transfers all public records to the City upon completion of the Agreement, the Consultant shall destroy any duplicate public records that are exempt or confidential and exempt from public records disclosure requirements. If the Consultant keeps and maintains public records upon completion of the Agreement, the Consultant shall meet all applicable requirements for retaining public records. All records stored electronically must be provided to the City, upon request from the City's custodian of public records, in a format that is compatible with the information technology systems of the City. (D) REQUEST FOR RECORDS; NONCOMPLIANCE. (1) A request to inspect or copy public records relating to the City's contract for services must be made directly to the City. If the City does not possess the requested records, the City shall immediately notify the Consultant of the request, and the Consultant must provide the records to the City or allow the records to be inspected or copied within a reasonable time. (2) Consultant's failure to comply with the City's request for records shall constitute a breach of this Agreement, and the City, at its sole discretion, may: (1) unilaterally 11 DocuSign Envelope ID: 1554E199-464F-4EE3-AOBE-CC668D83A19F terminate the Agreement; (2) avail itself of the remedies set forth under the Agreement; and/or(3) avail itself of any available remedies at law or in equity. (3) A Consultant who fails to provide the public records to the City within a reasonable time may be subject to penalties under s. 119.10. (E) CIVIL ACTION. (1) If a civil action is filed against a Consultant to compel production of public records relating to the City's contract for services, the court shall assess and award against the Consultant the reasonable costs of enforcement, including reasonable attorneys'fees, if: a. The court determines that the Consultant unlawfully refused to comply with the public records request within a reasonable time; and b. At least 8 business days before filing the action, the plaintiff provided written notice of the public records request, including a statement that the Consultant has not complied with the request, to the City and to the Consultant. (2) A notice complies with subparagraph (1)(b) if it is sent to the City's custodian of public records and to the Consultant at the Consultant's address listed on its contract with the City or to the Consultant's registered agent. Such notices must be sent by common carrier delivery service or by registered, Global Express Guaranteed, or certified mail, with postage or shipping paid by the sender and with evidence of delivery, which may be in an electronic format. (3) A Consultant who complies with a public records request within 8 business days after the notice is sent is not liable for the reasonable costs of enforcement. (F) IF THE CONSULTANT HAS QUESTIONS REGARDING THE APPLICATION OF CHAPTER 119, FLORIDA STATUTES, TO THE CONSULTANT'S DUTY TO PROVIDE PUBLIC RECORDS RELATING TO THIS AGREEMENT, CONTACT THE CUSTODIAN OF PUBLIC RECORDS AT: CITY OF MIAMI BEACH ATTENTION: RAFAEL E. GRANADO, CITY CLERK 1700 CONVENTION CENTER DRIVE MIAMI BEACH, FLORIDA 33139 E-MAIL: RAFAELGRANADOCZMIAMIBEACHFL.GOV PHONE: 305-673-7411 10.8 FORCE MAJEURE (A) A "Force Majeure" event is an event that (i) in fact causes a delay in the performance of the Consultant or the City's obligations under the Agreement, and (ii) is beyond the reasonable control of such party unable to perform the obligation, and (iii) is not due to an intentional act, error, omission, or negligence of such party, and (iv) could not have reasonably been foreseen and prepared for by such party at any time prior to the occurrence of the event. Subject to the foregoing criteria, Force Majeure may include events such as war, civil insurrection, riot, fires, epidemics, pandemics, terrorism, 12 DocuSign Envelope ID: 1554E199-464F-4EE3-A0BE-CC668D83A19F sabotage, explosions, embargo restrictions, quarantine restrictions, transportation accidents, strikes, strong hurricanes or tornadoes, earthquakes, or other acts of God which prevent performance. Force Majeure shall not include technological impossibility, inclement weather, or failure to secure any of the required permits pursuant to the Agreement. (B) If the City or Consultant's performance of its contractual obligations is prevented or delayed by an event believed by to be Force Majeure, such party shall immediately upon learning of the occurrence of the event or of the commencement of any such delay, but in no case within fifteen (15) business days thereof, provide notice of (i) of the occurrence of event of Force Majeure, (ii) of the nature of the event and the cause thereof, (iii) of the anticipated impact on the Agreement, (iv) of the anticipated period of the delay, and (v) of what course of action such party plans to take in order to mitigate the detrimental effects of the event. The timely delivery of the notice of the occurrence of a Force Majeure event is a condition precedent to allowance of any relief pursuant to this section; however, receipt of such notice shall not constitute acceptance that the event claimed to be a Force Majeure event is in fact Force Majeure, and the burden of proof of the occurrence of a Force Majeure event shall be on the requesting party. (C) No party hereto shall be liable for its failure to carry out its obligations under the Agreement during a period when such party is rendered unable, in whole or in part, by Force Majeure to carry out such obligations. The suspension of any of the obligations under this Agreement due to a Force Majeure event shall be of no greater scope and no longer duration than is required. The party shall use its reasonable best efforts to continue to perform its obligations hereunder to the extent such obligations are not affected or are only partially affected by the Force Majeure event, and to correct or cure the event or condition excusing performance and otherwise to remedy its inability to perform to the extent its inability to perform is the direct result of the Force Majeure event with all reasonable dispatch. (D) Obligations pursuant to the Agreement that arose before the occurrence of a Force Majeure event causing the suspension of performance shall not be excused as a result of such occurrence unless such occurrence makes such performance not reasonably possible. The obligation to pay money in a timely manner for obligations and liabilities which matured prior to the occurrence of a Force Majeure event shall not be subject to the Force Majeure provisions. (E) Notwithstanding any other provision to the contrary herein, in the event of a Force Majeure occurrence, the City may, at the sole discretion of the City Manager, suspend the City's payment obligations under the Agreement, and may take such action without regard to the notice requirements herein. Additionally, in the event that an event of Force Majeure delays a party's performance under the Agreement for a time period greater than thirty (30) days, the City may, at the sole discretion of the City Manager, terminate the Agreement on a given date, by giving written notice to Consultant of such termination. If the Agreement is terminated pursuant to this Section, Consultant shall be paid for any Services satisfactorily performed up to the date of termination; following which the City shall be discharged from any and all liabilities, duties, and terms arising out of, or by virtue of, this Agreement. In no event will any condition of Force Majeure extend this Agreement beyond its stated term. 13 DocuSign Envelope ID: 1554E199-464F-4EE3-A0BE-CC668D83A19F SECTION 11 NOTICES All notices and communications in writing required or permitted hereunder, shall be delivered personally to the representatives of the Consultant and the City listed below or may be mailed by U.S. Certified Mail, return receipt requested, postage prepaid, or by a nationally recognized overnight delivery service. Until changed by notice, in writing, all such notices and communications shall be addressed as follows: TO CONSULTANT: The Valerin Group, Inc. 3903 Northdale Blvd. Tampa, FL 33624 Attn: Cynthia McGrail cynthia(c�valerin-group.com TO CITY: Marketing & Communications Department Kevin Pulido, Neighborhood Affairs Manager 1700 Convention Center Drive Miami Beach, FL 33139 KevinPulidomiamibeachfl.gov 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. 14 DocuSign Envelope ID: 1554E199-464F-4EE3-A0BE-CC668D83A19F 12.2 SEVERABILITY If any term or provision of this Agreement is held invalid or unenforceable, the remainder of this Agreement shall not be affected and every other term and provision of this Agreement shall be valid and be enforced to the fullest extent permitted by law. 12.3 WAIVER OF BREACH A party's failure to enforce any provision of this Agreement shall not be deemed a waiver of such provision or modification of this Agreement. A party's waiver of any breach of a provision of this Agreement shall not be deemed a waiver of any subsequent breach and shall not be construed to be a modification of the terms of this Agreement. 12.4 JOINT PREPARATION The parties hereto acknowledge that they have sought and received whatever competent advice and counsel as was necessary for them to form a full and complete understanding of all rights and obligations herein and that the preparation of this Agreement has been a joint effort of the parties, the language has been agreed to by parties to express their mutual intent and the resulting document shall not, solely as a matter of judicial construction, be construed more severely against one of the parties than the other. 12.5 ENTIRETY OF AGREEMENT The City and Consultant agree that this is the entire agreement between the parties. This Agreement supersedes all prior negotiations, correspondence, conversations, agreements or understandings applicable to the matters contained herein, and there are no commitments, agreements or understandings concerning the subject matter of this Agreement that are not contained in this document. Title and paragraph headings are for convenient reference and are not intended to confer any rights or obligations upon the parties to this Agreement. [REMAINDER OF THIS PAGE LEFT INTENTIONALLY BLANK] 15 DocuSign Envelope ID: 1554E199-464F-4EE3-A0BE-CC668D83A19F IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed by their appropriate officials, as of the date first entered above. FOR CITY: CITY OF MIAMI BEACH, FLORIDA ATTEST: ,—DocuSigned by: By: `-24A05013ADOC465 CITY CLERK MAYOR 1/6/2021 I 1:23 EST Date: _ FOR CONSULTANT: THE VALERIN GROUP, INC. ATTEST: By: (114)a/(111Aa /._..••• _ g°, Valerie Ciudad-Real, President S. William Ciudad-Real, COO Date: December 28 2020 _ AP - • S TO F• -4 a GE A .frrEcunc /OPaQ 16 DocuSign Envelope ID: 1554E199-464F-4EE3-A0BE-CC668D83A19F EXHIBIT A SCOPE OF SERVICES This Statement of Work describes and defines activities which may be required by the City for a range of services to include, but not limited to: communications planning and implementation, public relations and community involvement, establishment and execution of open office hours, the planning and execution of virtual public meetings, understanding of virtual software for virtual meetings as needed, understanding of the city's efforts in harmonization and the resilience campaign, ability to create and execute physical mailing via every door direct mail (EDDM) or other means, customer service, general translation and interpreting services, revamping project collaterals, ability to record public meetings, ability to create video recaps as needed, preparation of related media communications and collateral materials, preparation of audio/video presentations, recording of public meetings and include public comment, project planning, coordination and implementation, web content development, franchise utility communication, ability to send mass emails as the city, follow the external communications plan in each project. special events coordination, hosting public meetings and other services that may be related. This includes, but is not limited to, those operations necessary for mobilization, the movement of personnel, equipment, supplies, expertise, incidentals, permits, notifications, and fees associated with such notifications, if any. The City shall request consultant services on an as-needed basis. There is no guarantee that any or all of the services described in this RFQ will be assigned during the term of this resulting agreement. Further, the Consultant is providing these services on a non-exclusive basis. The City, at its option, may elect to have any of the services set forth herein performed by other consultants or City staff. JOB CLASSIFICATIONS AND DESCRIPTIONS 1 Project Manager: Primary point of contact with the City's Project Manager (or his/her designee) on overall activities of the contract; ensures contract compliance; manages budgets and invoices; executes special projects and performs QA/QC on all collateral materials. Responsible for entire staff assigned to this contract to include staff supervision and work production. Works with City's Project Manager on streamlining processes and developing cost effective methods of doing business. 2 Public Information Liaison: Serves as liaison between project stakeholders and Neighborhood Affairs Division. Assists the Neighborhood Affairs Coordinator for project related information and due to extensive interaction with the City of Miami Beach community, bilingual (English/Spanish) is strongly desired; completes all necessary documents listed in the external communication plan; identifies potential impacts to the public as a result of construction plans; prepares and disseminates collateral materials to the public; develops strategic alliances and partnerships with appropriate parties; prepares and presents project information for meetings; coordinates resolution of issues; record public meetings; maintains database of stakeholders; maintains project issue log; prepares information for updating website; edits website content; performs media responses in writing as needed; coordinates and staffs formal and informal public meetings; arranges field meetings and special events and executes other duties relevant to the position. 3 Assistant Public Information Liaison: Provides support to the public information liaison for 17 DocuSign Envelope ID: 1554E199-464F-4EE3-A0BE-CC668D83A19F each of the tasks listed above. Should be able to create a database, conduct door-to-door and assist with other clerical needs. (English/Spanish) is desired. The position will be utilized at the decision of the project team for certain needs. Should have an understanding of communication tools, the external communications plan, virtual meeting software, and will executes other duties relevant to the position. 4 Graphic Designer: Designs and maintains collateral materials; creates and updates templates and newsletter layouts; depicts project information on maps that serve as visual explanations to stakeholders; performs other duties relevant to the position. Familiarity with municipal governments and/or construction concepts are a plus. CONSULTANT RESPONSIBILITIES 1 Coordination with the City: All aspects of each task shall be coordinated through the Office of Marketing and Communications, Director (or his/her designee); All authorizations and approvals shall be in writing and executed by the Neighborhood Affairs Manager(or his/her designee) prior to the commencement of work. 2 Services to be provided: The following procedures are general for all projects. One or more of them may be necessary depending on the scope of the project. The necessary steps will be identified, and a schedule of activities will be established by the City's Project Manager. If the procedural regulations referenced herein are revised or superseded before the services by the CONSULTANT are rendered, compliance with the most up-to-date version and/or amendments/statutes will be required. The CONSULTANT will provide any one or more of the following services as required by the DEPARTMENT. Public Relations, Community Involvement and Customer Service The successful firms may be tasked with the following duties and responsibilities: • Close coordination with the Neighborhood Affairs Division staff • Developing public involvement plans in close coordination with the external communication plan • Developing project-related informational materials • Collateral production (English/Spanish) • Social media needs—Photography&Video Content as needed • Communicating project information and addressing citizen/stakeholder concerns • Preparing related media communications and informational materials • Preparing talking points • Preparing information for dissemination through the Neighborhood Affairs Division • Ability to create, plan and execute effective mailers using every door direct 18 DocuSign Envelope ID: 1554E199-464F-4EE3-A0BE-CC668D83A19F mail (EDDM)or other services • Coordinating emergency communications • Preparing emergency collateral quickly and effectively • Developing presentations and talking points • Planning, organizing and attending special events and meetings • Preparing audio/video presentations • Ability to record public meetings and public comments • Writing newsletters and feature stories • Translating collateral material developed • Designing and developing templates and graphics informational materials (usually maps that depict project information) • Preparing web content and web copywriting • Developing ads • Coordinating franchise utility communication • Arranging and documenting field meetings • Stakeholder satisfaction surveys • Coordinating media/special events such as block parties, community meetings, and ribbon cuttings • Prepare and present encroachment information for public projects • Prepare, plan, execute and document harmonization meetings as needed • Coordinate special events as needed • Ability to host virtual meetings using Zoom, Microsoft teams or other appropriate platforms • Ability to send and respond to emails through a city domain. • Ability to send mass emails through email marketing software from the City of Miami Beach. [REMAINDER OF PAGE INTENTIONALLY LEFT BLANK] 19 DocuSign Envelope ID: 1554E199-464F-4EE3-A0BE-CC668D83A19F EXHIBIT B Consultant Service Order Service Order No. for services described herein TO: [consultant name] PROJECT NAME: DATE: Pursuant to the agreement between the City of Miami Beach and [consultant name]., for Public Information Outreach Services for ROW and Facilities Construction Projects RFQ No. 2020-118-WG you are directed to provide the following services: SCOPE OF SERVICES: Per attached proposal dated , to be considered part of this Agreement. Estimated calendar days to complete this work: Days Original Service Order Amount: $ Total From Previous Additional Service Orders: $ Fee for this Service Order is Lump Sum/Not to Exceed amount of: $ Total Agreement to Date: Dept. Director Date Assistant City Manager Date Consultant Date City Manager Date 20 DocuSign Envelope ID: 1554E199-464F-4EE3-A0BE-CC668D83A19F EXHIBIT C Hourly Billing Rate Schedule Public Information Services Hourly Project Manager $110 Public Information Liaison $85 Assistant Public Information Liaison $55 Graphic Designer $75 21 DocuSign Envelope ID: 1554E199-464F-4EE3-A0BE-CC668D83A19F EXHIBIT D SUMMARY REPORT OF SERVICES PERFORMED (SAMPLE) Summary Report of Services Performed by [company name/logo] Name of Reporting ConsullanI(s): Project Name: Invoice Period: Percentage of Work Performed: Services Performed Tosk Number of Hours Per Task Task 1 -Public Involvement Plan Task 2-Propecf-Pelated Informational Materials Task 3-Communicating Protect Information Task 4-Media Coordination Task 5-Emergency Communications Task 6-Developing Presentations Task 7-Meeting Coordination Task 8-AiV Presentations Task 9-Newsleiter/Feature Stones Task 10-Translations Task 11 -Graphic Services Other Summary [enter text here to describe work completed by PIO and graphic designer] 22 DocuSign Envelope ID: 1554E199-464F-4EE3-A0BE-CC668D83A19F ATTACHMENT A RESOLUTION &COMMISSION AWARD MEMO DocuSign Envelope ID: 1554E199-464F-4EE3-A0BE-CC668D83A19F RESOLUTION NO. 2020-31437 A RESOLUTION OF THE MAYOR AND CITY COMMISSION OF THE CITY OF MIAMI BEACH, FLORIDA, ACCEPTING THE RECOMMENDATION OF THE CITY MANAGER, PURSUANT TO REQUEST FOR QUALIFICATIONS (RFQ) 2020-118-WG PUBLIC INFORMATION OUTREACH SERVICES FOR RIGHT OF WAY AND FACILITIES CONSTRUCTION PROJECTS, AUTHORIZING THE ADMINISTRATION TO ESTABLISH A POOL OF PREQUALIFIED CONSULTANTS FOR SPECIFIC TASKS RELATING TO FUTURE PUBLIC INFORMATION OUTREACH SERVICES; AUTHORIZING THE ADMINISTRATION TO ENTER INTO NEGOTIATIONS WITH INFINITE SOURCE COMMUNICATIONS GROUP, LLC, HML PUBLIC OUTREACH, LLC, MEDIA RELATIONS GROUP, LLC AND THE VALERIN GROUP, INC., AS THE TOP RANKED PROPOSERS; FURTHER, AUTHORIZING THE MAYOR AND CITY CLERK TO EXECUTE AGREEMENTS WITH EACH OF THE FOREGOING PROPOSERS UPON CONCLUSION OF SUCCESSFUL NEGOTIATIONS BY THE ADMINISTRATION; AND FURTHER, AUTHORIZING THE MONTH TO MONTH EXTENSION OF THE CURRENT AGREEMENTS WITH HML PUBLIC OUTREACH, LLC, INFINITE SOURCE COMMUNICATIONS GROUP, LLC, MEDIA RELATIONS GROUP, LLC AND QUEST CORPORATION OF AMERICA, INC., UNTIL SUCH TIME AS THE NEW AGREEMENTS PURSUANT TO THE RFQ CAN BE EXECUTED. WHEREAS, on October 30, 2015, the City of Miami Beach entered into agreements with HML Public Outreach, LLC, Infinite Source Communications Group, LLC, Media Relations Group, LLC and Quest Corporation of America, Inc., pursuant to RFQ 2015-144-YG for Public Information Outreach Services on Right of Way and Facilities Construction Projects; and WHEREAS, the initial term of the agreements is for a three (3) year term with two (2) additional one-year renewal options, and are currently scheduled to expire beginning October 29, 2020; and WHEREAS, the City desired to establish term contracts with a pool of qualified successful proposers, with the required expertise and personnel, in order to facilitate the assignment of these services for all neighborhood and facility projects; and WHEREAS, the successful proposers will work closely with city staff in developing and executing the communication efforts for active and future construction of Capital Improvement Projects (CIP), Public Work Projects, Environmental & Sustainability projects, Transportation initiatives, Parks, and other citywide construction efforts; and WHEREAS, the proposers will also assist with communication for public works operations, special projects, citywide initiatives and public safety/ marketing campaigns; and WHEREAS, on July 31, 2020, the Administration issued Request for Qualifications (RFQ) 2020-118-WG for Public Information Outreach Services for Right of Way And Facilities Construction Projects; and WHEREAS, RFQ responses were due and received on August 28, 2020; and WHEREAS, the City received proposals from the following eight firms: EV Services, Inc., DocuSign Envelope ID: 1554E199-464F-4EE3-A0BE-CC668D83A19F HML Public Outreach LLC, Infinite Source Communications Group, LLC, Media Relations Group, LLC, Quest Corporation of America, Inc., The MS Factor, LLC, The Valerin Group, Inc, and Wragg & Casas Public Relations, Inc.; and WHEREAS, all of the proposals submitted were found to be responsive to the requirements of the RFQ; and WHEREAS, on September 24, 2020, the City Manager appointed Evaluation Committee comprised of Maria Cerna, Division Director, Capital Improvement Projects, City of Miami Beach, Josiel Ferrer, Assistant Director, Transportation Department, City of Miami Beach, Kevin Pulido, Neighborhood Affairs Manager, Communications Department, City of Miami Beach and Flavia Tonioli, Sustainability Manager, Environment and Sustainability Department, City of Miami Beach, convened to consider 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; and WHEREAS, the Committee was also provided with general information on the scope of services, and a copy of each proposal and was further instructed to score and rank each proposal pursuant to the evaluation criteria established in the RFQ; and WHEREAS, the evaluation process resulted in the proposers being ranked by the Evaluation Committee in the following order: 1st- Infinite Source Communications Group, LLC 2nd - HML Public Outreach LLC 3rd - Media Relations Group, LLC 4th - The Valerin Group, Inc 5th - Quest Corporation of America, Inc. 6th - EV Services, Inc. 7th- Wragg & Casas Public Relations, Inc. 8th - The MS Factor, LLC WHEREAS, after reviewing all of the submissions and the Evaluation Committee process, I concur with the Evaluation Committee and find Infinite Source Communications Group, LLC, HML Public Outreach LLC, Media Relations Group, LLC and The Valerin Group, Inc. to be the best qualified firms to be included in the prequalified pool of consultants for future engagements relating to public information outreach services as these firms have a wealth of knowledge providing public outreach services in the City of Miami Beach, neighboring municipalities, and other city governments; and WHEREAS, the Administration recommends the City enter into negotiations with Infinite Source Communications Group, LLC, HML Public Outreach LLC, Media Relations Group, LLC and The Valerin Group, Inc. to establish a pool of pre-qualified consultants for specific tasks relating to public information outreach services; and WHEREAS, the Administration further recommends that the City enter into month to month extensions of the current agreements with HML Public Outreach, LLC, Infinite Source Communications Group, LLC, Media Relations Group, LLC and Quest Corporation of America, Inc., until such time as new agreements can be executed. DocuSign Envelope ID: 1554E199-464F-4EE3-A0BE-CC668D83A19F 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 accepts the recommendation of the City Manager, pursuant to Request for Qualifications (RFQ) 2020-118- WG Public Information Outreach Services for Right of Way and Facilities Construction Project, to approve the resolution and authorize the Administration to establish a pool of pre-qualified consultants for specific tasks relating to public information outreach services; authorizing the Administration to enter into negotiations with Infinite Source Communications Group, LLC, HML Public Outreach LLC, Media Relations Group, LLC and The Valerin Group, Inc., as the top ranked proposers; further authorizing the Mayor and City Clerk to execute agreements with each of the foregoing proposers upon conclusion of successful negotiations by the Administration; and further, authorizing the month to month extension of the current agreements with HML Public Outreach, LLC, Infinite Source Communications Group, LLC, Media Relations Group, LLC and Quest Corporation of America, Inc., until such time as new agreements pursuant to the RFQ can be executed. PASSED AND ADOPTED this iii day of Okfobe 2020. ATTEST: m/ txtu4A2-7.---`L",....-..", RAF EL E. GRAD , CICITY CLERKDAN GELBER, MAYOR APPROVED AS TO =prn."rg '6.,, FORM& LANGUAGE _ ;:: " '` , 8 FO EXE UTION i 11:COWARAIE1) . -__L . , b_ L — . ,..... q i.(.,., #---- :g_ y 5.0 ..............� City Attorney Date DocuSign Envelope ID: 1554E199-464F-4EE3-A0BE-CC668D83A19F Item Coversheet Resolutions-C7 E MIAMI BEACH COMMISSION MEMORANDUM TO: Honorable Mayor and Members of the City Commission FROM: Jimmy L. Morales, City Manager DATE: October 14,2020 SUBJECT: A RESOLUTION OF THE MAYOR AND CITY COMMISSION OF THE CITY OF MIAMI BEACH, FLORIDA, ACCEPTING THE RECOMMENDATION OF THE CITY MANAGER, PURSUANT TO REQUEST FOR QUALIFICATIONS (RFQ)2020-118-WG PUBLIC INFORMATION OUTREACH SERVICES FOR RIGHT OF WAY AND FACILITIES CONSTRUCTION PROJECTS, AUTHORIZING THE ADMINISTRATION TO ESTABLISH A POOL OF PREQUALIFIED CONSULTANTS FOR SPECIFIC TASKS RELATING TO FUTURE PUBLIC INFORMATION OUTREACH SERVICES;AUTHORIZING THE ADMINISTRATION TO ENTER INTO NEGOTIATIONS WITH INFINITE SOURCE COMMUNICATIONS GROUP, LLC, HML PUBLIC OUTREACH, LLC, MEDIA RELATIONS GROUP, LLC AND THE VALERIN GROUP, INC., AS THE TOP RANKED PROPOSERS; FURTHER, AUTHORIZING THE MAYOR AND CITY CLERK TO EXECUTE AGREEMENTS WITH EACH OF THE FOREGOING PROPOSERS UPON CONCLUSION OF SUCCESSFUL NEGOTIATIONS BY THE ADMINISTRATION; AND FURTHER, AUTHORIZING THE MONTH TO MONTH EXTENSION OF THE CURRENT AGREEMENTS WITH HML PUBLIC OUTREACH, LLC, INFINITE SOURCE COMMUNICATIONS GROUP, LLC, MEDIA RELATIONS GROUP, LLC AND QUEST CORPORATION OF AMERICA, INC., UNTIL SUCH TIME AS THE NEW AGREEMENTS PURSUANT TO THE RFQ CAN BE EXECUTED. RECOMMENDATION The Administration recommends that the Mayor and City Commission of the City of Miami Beach, Florida approve the resolution accepting the City Manager's recommendation pertaining to bids received, pursuant to RFQ 2020-118-WG, for Public Information Outreach Services for Right of Way and Facilities Construction Projects. BACKGROUND/HISTORY On October 30, 2015, the City of Miami Beach entered into agreements with HML Public Outreach, LLC, Infinite Source Communications Group, LLC, Media Relations Group, LLC and Quest Corporation of America, Inc., pursuant to RFQ 2015-144-YG for Public Information Outreach Services on Right of Way and Facilities Construction Projects. The initial term of the agreement was for a three (3) year term with two (2) additional one-year renewal options. The present agreements are scheduled to expire beginning October 29,2020. The City desires to establish term contracts with a pool of qualified successful proposers, with the required expertise and personnel, in order to facilitate the assignment of these services for all neighborhood and facility projects. The successful proposers will work closely with city staff in developing and executing the communication efforts for active and future construction of capital improvement projects, public work projects, environmental & sustainability projects, transportation initiatives, parks, and other citywide construction efforts. the proposers will also assist with communication for public work operations, special projects, citywide initiatives and public safety/marketing campaigns. ANALYSIS On July 31, 2020, the Administration issued Request for Qualifications (RFQ) 2020-118-WG for Public Information Outreach Services for Right Of Way And Facilities Construction Projects. RFQ responses were due and received on August 28, 2020. The City received proposals from the following eight firms: EV Services, Inc., HML Public Outreach LLC, Infinite Source Communications Group, LLC, Media Relations Group, LLC, Quest Corporation of America, Inc., The MS Factor, LLC,The Valerin Group, Inc,and Wragg&Casas Public Relations, Inc. All of the proposals submitted were found to be responsive to the requirements of the RFQ. On September 24, 2020, the City Manager appointed Evaluation Committee convened to consider proposals received. The Committee was comprised of Maria Cerna, Division Director, Capital Improvement Projects, City of Miami Beach, Josiel Ferrer, Assistant Director,Transportation Department, City of Miami Beach, Kevin Pulido, Neighborhood Affairs Manager, Communications Department, City of Miami Beach and Flavia Tonioli, Sustainability Manager, Environment and Sustainability Department, City of Miami Beach. The Committee was provided an overview of the project, information relative to the City's Cone of Silence Ordinance and the Government Sunshine Law. The Committee was also provided with general information on the scope of services and a copy of https://miamibeach.novusagenda.com/AgendaWeb/CoverSheet.aspx?ItemID=19204 1/3 DocuSign EnvelopevID: 1554E199-464F-4EE3-A0BE-CC668D83A19FI V/ Item Coversheet each proposal. The Committee was instructed to score and rank each proposal pursuant to the evaluation criteria established in the RFQ. The evaluation process resulted in the proposers being ranked by the Evaluation Committee in the following order(See Attachment A): 1st- Infinite Source Communications Group, LLC 2nd-HML Public Outreach LLC 3rd-Media Relations Group, LLC 4th-The Valerin Group, Inc 5th-Quest Corporation of America, Inc. 6th-EV Services, Inc. 7th-Wragg&Casas Public Relations, Inc. 8th-The MS Factor, LLC The Administration has determined it is best to continue with the top four firms to serve the City's needs. The success of the prior contract solidifies the need to have four firms available to assist with community outreach. Each of the firms have skills which can complement city staff during the outreach process.Three of the fours firms have a proven track record of work within Miami Beach and the fourth firm will bring a new perspective to outreach efforts. A summary of the four top-ranked firms follows: I-nfinite Source Communications Group, LLC(ISC) ISC consists of a well-versed team of lead and support staff who actively perform work in Miami Beach. Every ISC staff member is bilingual in English and Spanish, Creole or Portuguese. Their full-service creative team supports clients with cutting-edge audio- visual and graphic production. ISC not only has seasoned experts, they understand the communication policies set forth within the City, as well as possess key relationships with the local community and other transportation agencies. ISC's specialty is executing PIO services for infrastructure improvement projects, throughout South Florida. They also provide services to a number of government entities including the Florida Department of Transportation (FDOT), Miami-Dade County (MDC), MDC Transportation Planning Organization (TPO), MDC Water and Sewer Department (WASD), and a variety of municipalities and agencies such as Town of Surfside, Bal Harbour Village, the City of Fort Lauderdale, the Palm Beach County Sheriff's Office H- ML Public Outreach LLC With a combined almost 100-year experience, HML Public Outreach has easily adapted to the ever-changing landscape of communications. As a result of their involvement in major City of Miami Beach design and construction initiatives, they have extensive procedural knowledge working with city staff and have built strong ties with community leaders that has facilitated the dissemination of project information.The HML team has established a deep understanding of community needs during a crisis and day-to-day coordination. As well as their present City of Miami Beach contract, HML Public Outreach has been awarded and participates in contracts for the Florida Department of Transportation (FDOT), which encompass Project Development and Environment(PD&E)Studies, roadway design projects and hundreds of construction projects, including traditional design-bid-build and design-builds. M- edia Relations Group, LLC(MRG) MRG has become a go-to firm to provide communication services on districtwide and construction contracts. MRG has 21 years of experience serving municipalities and the Florida Department of Transportation (FDOT). The highly qualified MRG personnel have a depth of knowledge and understanding about the intricacies of working with the City of Miami Beach and its residents. In addition to its work with Miami Beach,They have a proven track record representing FDOT, City of Miami,Town of Cutler Bay, City of Doral, Village of Key Biscayne,Town of Medley, City of Hialeah, City of Homestead,Village of Palmetto Bay, Florida's Turnpike Enterprise (FTE), Miami-Dade Transportation Planning Organization (TPO) and Broward Metropolitan Planning Organization (MPO). T-he Valerin Group, Inc. (Valerin) Valerin is an independent, full-service strategic communications firm offering a complete suite of communications, marketing, and creative services. They have the in-house expertise to develop innovative and practical solutions to today's complex communications challenges. Combined, their staff have over 400 years of relevant experience and have worked on more than 600 public utility and transportation projects, programs and initiatives as well as campaigns for a variety of public sector clients including municipalities, counties,and state agencies such as the Florida Department of Transportation (FDOT). Valerin is made up of a unique mix of professionals from diverse backgrounds and disciplines that include communications, advertising, social marketing, journalism, public relations, media and government relations, engineering, graphic design, website and mobile application development,and video production -all of which contribute to their ability to deliver comprehensive strategic communications, public information and creative services. https://miamibeach.novusagenda.com/AgendaWeb/CoverSheet.aspx?ItemID=19204 2/3 DocuSign Envelope ID: 1554E199-464F-4EE3-A0BE-CC668D83A19F Item Coversheet They are accustomed to working as an integrated team member and have extensive experience developing communications and public involvement scopes under task work order contracts and managing their implementation. In addition,Valerin currently serves as a sub-consultant providing Communications and Public Outreach support for the City of Miami Beach. FINANCIAL INFORMATION The cost associated with Public Information Outreach Services on Right of Way and Facilities Construction Projects for the City of Miami Beach is subject to the funds availability approved through the City's budgeting process. CONCLUSION After reviewing all of the submissions and the Evaluation Committee process, I concur with the Evaluation Committee and find Infinite Source Communications Group, LLC, HML Public Outreach LLC, Media Relations Group, LLC and The Valerin Group, Inc. to be the best qualified firms to be included in the prequalified pool of consultants for future engagements relating to public information outreach services.These firms demonstrated extensive knowledge in the City of Miami Beach,neighboring municipalities,and other city governments.The four(4)firms have vast experience in providing public outreach services. It is important to note that the RFQ was not issued with any particular project in mind; rather,the purpose of the RFQ is to proactively prequalify firms now so that a public information firm can be engaged quickly when the need for services is identified. For the reasons stated herein, I recommend that the Mayor and City Commission approve the resolution authorizing the Administration to establish a pool of pre-qualified consultants for specific tasks relating to public information outreach services; authorizing the Administration to enter into negotiations with Infinite Source Communications Group, LLC, HML Public Outreach LLC, Media Relations Group, LLC and The Valerin Group, Inc., as the top ranked proposers;further authorizing the Mayor and City Clerk to execute agreements with each of the foregoing proposers upon conclusion of successful negotiations by the Administration; and further, authorizing the month to month extension of the current agreements with HML Public Outreach, LLC, Infinite Source Communications Group, LLC, Media Relations Group, LLC and Quest Corporation of America, Inc., until such time as new agreements can be executed. Applicable Area Not Applicable Is this a"Residents Right to Does this item utilize G.O. Know"item,pursuant to Bond Funds? City Code Section 2-14? No No Legislative Tracking Marketing and Communications/Procurement ATTACHMENTS: Description ❑ Attachment A ❑ Resolution https://miamibeach.novusagenda.com/AgendaWeb/CoverSheet.aspx?ItemID=19204 3/3 DocuSign Envelope ID: 1554E199-464F-4EE3-AOBE-CC668D83A19F 11 RFQ 2020.118-WG PUBLIC INFORMATION OUTREACH SERVICES FOR gl e e co ow r Maria Cerna Joakl Ferrer Kevin Pulldo Flavla Tonloll RIGHT OF WAY AND e e c c Aggregate FACILITIES CONSTRUCTIONrpi 'roo alIY Totals PROJECTS _ Qualitative Quantitative Subtotal Qualitative Quantitative Subtotal Qualitative Quantitative Subtotal Qualkative Quandtative Subtotal EV Services.Inc. 91 0 91 6 75 0 75 7 63 0 63 6 94 0 94 6 25 6 HML Public Outreach LLC 95 0 95 2 92 0 92 2 97 0 97 2 98 0 98 3 9 2 Infinite Source Communications Group,LLC . 96 0 96 1 94 0 94 1 98 0 98 1 99 - 0 99 1 4 1 Media Relations Group,LLC . 94 0 94 4 92 0 92 2 92 0 92 3 99 0 99 1 10 3 Quest Corporation of America, Inc 93 0 93 5 80 0 80 6 92 0 92 3 98 0 96 3 17 S The MS Factor,LLC 80 0 80 8 70 0 70 8 61 0 61 7 76 0 76 _7 30 _6 The Valerin Group.Inc 95 0 95 2 91 0 91 4 80 0 80 5 98 0 98 3_ 14 4, Wragg&Casas Public Relations,Inc. 86 0 86 7 81 0 81 5 40 0 40 6 70 0 70 8 i 28 7 Ted PorelrM Prepeeer vebrtrh Peer IVeeaMq EV Services,Inc. 0 0 HML Public Outreach LLC 0 0 Infinite Source e o Communications Group,LW 0 0 Media Relations Group,LLC Quest Corporation of America, 0 0 Inc __ _The MS Factor,LLC o 0 'The Group,Inc 0 0 Wragg&Casas Public o 0 Relations,Inc. DocuSign Envelope ID: 1554E199-464F-4EE3-A0BE-CC668D83A19F RESOLUTION NO. A RESOLUTION OF THE MAYOR AND CITY COMMISSION OF THE CITY OF MIAMI BEACH, FLORIDA, ACCEPTING THE RECOMMENDATION OF THE CITY MANAGER, PURSUANT TO REQUEST FOR QUALIFICATIONS (RFQ) 2020-118-WG PUBLIC INFORMATION OUTREACH SERVICES FOR RIGHT OF WAY AND FACILITIES CONSTRUCTION PROJECTS, AUTHORIZING THE ADMINISTRATION TO ESTABLISH A POOL OF PREQUALIFIED CONSULTANTS FOR SPECIFIC TASKS RELATING TO FUTURE PUBLIC INFORMATION OUTREACH SERVICES; AUTHORIZING THE ADMINISTRATION TO ENTER INTO NEGOTIATIONS WITH INFINITE SOURCE COMMUNICATIONS GROUP, LLC, HML PUBLIC OUTREACH, LLC, MEDIA RELATIONS GROUP, LLC AND THE VALERIN GROUP, INC., AS THE TOP RANKED PROPOSERS; FURTHER, AUTHORIZING THE MAYOR AND CITY CLERK TO EXECUTE AGREEMENTS WITH EACH OF THE FOREGOING PROPOSERS UPON CONCLUSION OF SUCCESSFUL NEGOTIATIONS BY THE ADMINISTRATION; AND FURTHER, AUTHORIZING THE MONTH TO MONTH EXTENSION OF THE CURRENT AGREEMENTS WITH HML PUBLIC OUTREACH, LLC, INFINITE SOURCE COMMUNICATIONS GROUP, LLC, MEDIA RELATIONS GROUP, LLC AND QUEST CORPORATION OF AMERICA, INC., UNTIL SUCH TIME AS THE NEW AGREEMENTS PURSUANT TO THE RFQ CAN BE EXECUTED. WHEREAS, on October 30, 2015, the City of Miami Beach entered into agreements with HML Public Outreach, LLC, Infinite Source Communications Group, LLC, Media Relations Group, LLC and Quest Corporation of America, Inc., pursuant to RFQ 2015-144-YG for Public Information Outreach Services on Right of Way and Facilities Construction Projects; and WHEREAS, the initial term of the agreements is for a three (3) year term with two (2) additional one-year renewal options, and are currently scheduled to expire beginning October 29, 2020; and WHEREAS, the City desired to establish term contracts with a pool of qualified successful proposers, with the required expertise and personnel, in order to facilitate the assignment of these services for all neighborhood and facility projects; and WHEREAS, the successful proposers will work closely with city staff in developing and executing the communication efforts for active and future construction of Capital Improvement Projects (CIP), Public Work Projects, Environmental & Sustainability projects, Transportation initiatives, Parks, and other citywide construction efforts; and WHEREAS, the proposers will also assist with communication for public works operations, special projects, citywide initiatives and public safety/ marketing campaigns; and WHEREAS, on July 31, 2020, the Administration issued Request for Qualifications (RFQ) 2020-118-WG for Public Information Outreach Services for Right of Way And Facilities Construction Projects; and WHEREAS, RFQ responses were due and received on August 28, 2020; and WHEREAS, the City received proposals from the following eight firms: EV Services, Inc., DocuSign Envelope ID: 1554E199-464F-4EE3-A0BE-CC668D83A19F HML Public Outreach LLC, Infinite Source Communications Group, LLC, Media Relations Group, LLC, Quest Corporation of America, Inc., The MS Factor, LLC, The Valerin Group, Inc, and Wragg & Casas Public Relations, Inc.; and WHEREAS, all of the proposals submitted were found to be responsive to the requirements of the RFQ; and WHEREAS, on September 24, 2020, the City Manager appointed Evaluation Committee comprised of Maria Cerna, Division Director, Capital Improvement Projects, City of Miami Beach, Josiel Ferrer, Assistant Director, Transportation Department, City of Miami Beach, Kevin Pulido, Neighborhood Affairs Manager, Communications Department, City of Miami Beach and Flavia Tonioli, Sustainability Manager, Environment and Sustainability Department, City of Miami Beach, convened to consider 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; and WHEREAS, the Committee was also provided with general information on the scope of services, and a copy of each proposal and was further instructed to score and rank each proposal pursuant to the evaluation criteria established in the RFQ; and WHEREAS, the evaluation process resulted in the proposers being ranked by the Evaluation Committee in the following order: 1st- Infinite Source Communications Group, LLC 2nd - HML Public Outreach LLC 3rd - Media Relations Group, LLC 4th - The Valerin Group, Inc 5th - Quest Corporation of America, Inc. 6'h - EV Services, Inc. 7'h - Wragg & Casas Public Relations, Inc. 8th - The MS Factor, LLC WHEREAS, after reviewing all of the submissions and the Evaluation Committee process, I concur with the Evaluation Committee and find Infinite Source Communications Group, LLC, HML Public Outreach LLC, Media Relations Group, LLC and The Valerin Group, Inc. to be the best qualified firms to be included in the prequalified pool of consultants for future engagements relating to public information outreach services as these firms have a wealth of knowledge providing public outreach services in the City of Miami Beach, neighboring municipalities, and other city governments; and WHEREAS, the Administration recommends the City enter into negotiations with Infinite Source Communications Group, LLC, HML Public Outreach LLC, Media Relations Group, LLC and The Valerin Group, Inc. to establish a pool of pre-qualified consultants for specific tasks relating to public information outreach services; and WHEREAS, the Administration further recommends that the City enter into month to month extensions of the current agreements with HML Public Outreach, LLC, Infinite Source Communications Group, LLC, Media Relations Group, LLC and Quest Corporation of America, Inc., until such time as new agreements can be executed. DocuSign Envelope ID: 1554E199-464F-4EE3-A0BE-CC668D83A19F 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 accepts the recommendation of the City Manager, pursuant to Request for Qualifications (RFQ) 2020-118- WG Public Information Outreach Services for Right of Way and Facilities Construction Project, to approve the resolution and authorize the Administration to establish a pool of pre-qualified consultants for specific tasks relating to public information outreach services; authorizing the Administration to enter into negotiations with Infinite Source Communications Group, LLC, HML Public Outreach LLC, Media Relations Group, LLC and The Valerin Group, Inc., as the top ranked proposers; further authorizing the Mayor and City Clerk to execute agreements with each of the foregoing proposers upon conclusion of successful negotiations by the Administration; and further, authorizing the month to month extension of the current agreements with HML Public Outreach, LLC, Infinite Source Communications Group, LLC, Media Relations Group, LLC and Quest Corporation of America, Inc., until such time as new agreements pursuant to the RFQ can be executed. PASSED AND ADOPTED this day of 2020. ATTEST: RAFAEL E. GRANADO, CITY CLERK DAN GELBER, MAYOR APPROVED A S TO FORM& LANGUAGE & FO- EXE UTtON City Money Dale DocuSign Envelope ID: 1554E199-464F-4EE3-AOBE-CC668D83A19F ATTACHMENT B ADDENDUM AND RFQ SOLICITATION DocuSign Envelope ID: 1554E199-464F-4EE3-A0BE-CC668D83A19F M I AMI B EACH PROCUREMENT DEPARTMENT 1755 Meridian Avenue,3rd Floor Miami Beach, Florida 33139 www.miamibeachfl.gov ADDENDUM NO. 1 REQUEST FOR QUALIFICATIONS NO. 2020-118-WG PUBLIC INFORMATION OUTREACH SERVICES FOR RIGHT OF WAY AND FACILITIES CONSTRUCTION PROJECTS August 20, 2020 This Addendum to the above-referenced RFQ is issued in response to questions from prospective proposers, or other clarifications and revisions issued by the City. The RFQ is amended in the following particulars only (deletions are shown by strikethrough and additions are underlined). I. RFQ DUE DATE AND TIME. The deadline for the electronic receipt of proposals is on Friday, August 28, 2020, until 3:00 P.M. PUBLIC BID OPENING WILL BE VIA CONFERENCE ONLY Dial-in Instructions: • Dial the Telephone Number: +1 786-636-1480 United States, Miami (Toll) • Enter the Conference ID No.: 842 602 228# All proposals received and time stamped through BidSync, prior to the proposal submittal deadline shall be accepted as timely submitted. Proposals will be opened promptly at the time and date specified. Hard copy proposals or proposals received electronically, either through email or facsimile, submitted prior to or after the deadline for receipt of proposals are not acceptable and will be rejected. Late proposals cannot be submitted, proposers are cautioned to plan sufficiently. The City will in no way be responsible for delays caused by technical difficulty or caused by any other occurrence. II. ATTACHMENTS: Attachment "A" Executed Agreements and Proposal Responses pursuant to RFQ 2015-144-YG. III. RESPONSES TO QUESTIONS RECEIVED: Q1: How many contracts will be put out and how much PI contract work is there potentially in approximate fees? Al: There are no guarantees as to the amount of projects that will be issued as a result of this contract. This contract will be used on an as needed basis for new projects. Projects may vary in scale/complexity Q2: How will work be distributed (ex: in a rotation, amount of money, etc.)? A2: The City shall request consultant services on an as-needed basis. Projects of minimal complexity may be awarded on a rotational basis. However, the City reserves the right to request quotes from awarded firms on any project. There is no guarantee that any or all of the services described in this RFQ will be assigned during the term of this resulting agreement. Further, the Consultant is providing these services on a non-exclusive basis. The City, at its option, may elect to have any of the services set forth herein performed by other consultants or City staff. 1 ' ADDENDUM ND.1 DocuSign Envelope ID: 1554E199-464F-4EE3-A0BE-CC668D83A19F M I AM I BE,AF-1 PROCUREMENT DEPARTMENT 1755 Meridian Avenue,3rd Floor Miami Beach, Florida 33139 www.miamibeachfl.gov Q3: When numbering the pages on our submittal, should we number them by the individual tabs/sections or as one document with sequential numbers? A3: Page numbering is at the discretion of the proposer. However, numbering as one document is acceptable. Q4: What section should the forms be submitted in? Did we miss that in the RFP instructions?? A4: Please refer to Section 0300 Proposal Submittal Instructions and Format. Q5: What departments will be served? A5: The Marketing and Communications Department will manage the contract and assign work for other city departments. Departments will include, but are not limited to: Capital Improvement Projects(CIP), Public Works, Transportation, Parks, etc. Q6: Does each requested section have a page limit? Or can we include as many as needed? A6: There are no proposal page limits. Q7: Who will be on the selection committee for this RFQ from the City? A7: The Evaluation Committee has not yet been selected by the City Manager. Q8: What is the anticipated annual budget? A8: No budget has been established at this time. Q9: Do you currently use a media monitoring service, if so, which one? A9: The City uses a mix of services including TVeyes, Google Alerts and Cision. Q10: Who will be the city project manager for this contract? A10: The Neighborhood Affairs Manager will be the City's liaison for the contract. Q11: Is there a current contract in place for a public relations firm, if so, who holds that contract? Al 1: Please refer to Attachment"A." Q12: Is there a total page limit or page limit for certain sections? Al2: Please refer to response to Question 6 above. Q13: Are there any restrictions on format of the response? (such as font size and margins) A13: No. Q14: We would like to request to receive copies of all proposals, presentation documents and the final executed contract for the previous contract 2015-144-YG. A14: Please refer to Attachment"A." Any questions regarding this Addendum should be submitted in writing to the Procurement Management Department to the attention of the individual named below, with a copy to the City Clerk's Office at RafaelGranado@miamibeachfl.gov ADDENDUM NO.1 DocuSign Envelope ID: 1554E199-464F-4EE3-A0BE-CC668D83A19F M I AMI B EAC H PROCUREMENT DEPARTMENT 1755 Meridian Avenue,3rd Floor Miami Beach,Florida 33139 www.miamibeachfl.gov Contact: Telephone: Email: William Garviso, CPPB 305-673-7000 ext. 7490 WilliamGarviso@miamibeachfl.gov Proposers are reminded to acknowledge receipt of this addendum as part of your RFQ submission. Potential proposers that have elected not to submit a response to the RFQ are requested to complete and return the"Notice to Prospective Bidders"questionnaire with the reason(s)for not submitting a proposal. Sin erely, lex D.. roc - nt Director 3 I ADDENDUM NO.1 DocuSign Envelope ID: 1554E199-464F-4EE3-A0BE-CC668D83A19F MIAMI BEACH TABLE OF CONTENTS SOLICITATION SECTIONS: 0100 INSTRUCTIONS TO RESPONDENTS 0200 GENERAL CONDITIONS 0300 PROPOSAL SUBMITTAL INSTRUCTIONS & FORMAT 0400 PROPOSAL EVALUATION APPENDICES: APPENDIX A SPECIAL CONDITIONS APPENDIX B SAMPLE CONTRACT APPENDIX C INSURANCE REQUIREMENTS DocuSign Envelope ID. 1554E199-464F-4EE3-A0BE-CC668D83A19F MIAMI BEACH SECTION 0100 INSTRUCTIONS TO RESPONDENTS &GENERAL CONDITIONS 1. GENERAL. This Request for Qualifications (RFQ) is issued by the City of Miami Beach, Florida (the "City"), as the means for prospective Proposers to submit proposals for the City's consideration in evaluating qualifications to select a firm with whom it may negotiate an agreement for the purpose noted herein. Prospective Proposers that have obtained this solicitation in any manner other than via BidSync(www.bidsync.com) are advised that the City utilizes BidSync (www.bidsync.com) for automatic notification of competitive solicitation opportunities and document fulfillment, including the issuance of any addendum to this RFQ. Any Prospective Proposer who has received this RFQ by any means other than through BidSync must register immediately with BidSync to assure it receives any addendum issued to this RFQ. Failure to receive an addendum may result in disqualification of proposal submitted. 2. PURPOSE. The City of Miami Beach is accepting qualifications for Public Information Outreach (PIO) Services on Citywide projects including Right of Way and Facilities Construction Projects. By means of this RFQ, the City desires to establish term contracts with a pool of qualified successful proposers, with the required expertise and personnel, in order to facilitate the assignment of these services for all neighborhood and facility projects. The successful proposers will work closely with city staff in developing and executing the communication efforts for active and future construction of Capital Improvement Projects (CIP), Public Work Projects, Environmental & Sustainability projects, Transportation initiatives, Parks, and other citywide construction efforts. The proposers will also assist with communication for public work operations, special projects, citywide initiatives and public safety/ marketing campaigns. The activity produced by neighborhood right of way improvements, Public Work Operations, parking lots, parking garages, structural and park facilities, as well as capital renewal and replacement projects generate an exponential need for proper and timely notification to the City's stakeholders. Keeping residents, business owners and civic organizations well informed and actively involved is a key factor of the City's ongoing and growing commitment to maintaining constant communication with area residents and keeping stakeholders informed at all times. Communications regarding the construction process is a critical element of every project. In order to achieve this, an external communication plan has been established to help guide each firm. The city's external communication plan will provide milestones that each firm will need to follow in three phases: 1. Design and Pre-Construction Communications— In this phase, a plan is developed delineating how the community will be informed throughout the life of the project. The community is provided with information regarding design, when the project is to commence and how stakeholders will be affected. Meetings are held with stakeholders to introduce the project team and consultant(s) that will be working in the area. During the design phase, the firm will need to be well versed with the city's resilience program and understand any harmonization efforts on each project. 2. Project Information — This phase begins concurrently with construction and is finalized when the project is substantially complete. Residents, business owners and civic organizations are provided regularly with information relevant to the progress of the work on a regular basis. Meetings are held on an as-needed basis with individual stakeholders or interested groups. The Public Information Liaison serves as liaison between residents I stakeholders and the Neighborhood Affairs Division. 3. Post-Construction Communications — In this phase, project-close out information is sent out to stakeholders informing them that construction has been finalized and providing them with contact information for various owner agencies. DocuSign Envelope ID. 1554E199-464F-4EE3-A0BE-CC668D83A19F MIAMI BEACH 3. STATEMENT OF WORK REQUIRED. This Statement of Work describes and defines activities which may be required by the City for a range of services to include, but not limited to: communications planning and implementation, public relations and community involvement, establishment and execution of open office hours, the planning and execution of virtual public meetings, understanding of virtual software for virtual meetings as needed, understanding of the city's efforts in harmonization and the resilience campaign, ability to create and execute physical mailing via every door direct mail (EDDM) or other means, customer service, general translation and interpreting services, revamping project collaterals, ability to record public meetings, ability to create video recaps as needed, preparation of related media communications and collateral materials, preparation of audio/video presentations, recording of public meetings and include public comment, project planning, coordination and implementation, web content development, franchise utility communication, ability to send mass emails as the city, follow the external communications plan in each project. special events coordination, hosting public meetings and other services that may be related. This includes, but is not limited to, those operations necessary for mobilization, the movement of personnel, equipment, supplies, expertise, incidentals, permits, notifications, and fees associated with such notifications, if any. The City shall request consultant services on an as-needed basis. There is no guarantee that any or all of the services described in this RFQ will be assigned during the term of this resulting agreement. Further, the Consultant is providing these services on a non-exclusive basis. The City, at its option, may elect to have any of the services set forth herein performed by other consultants or City staff. 3.1 DEFINITIONS 3.1.1 Consultant(s)-The Consultant is the Successful Proposer(s) retained by the City to perform Public Information Outreach Services on Right of Way and Facilities Projects described in this Scope of Services. 3.1.2 City-The City of Miami Beach 3.1.3 Department -City Departments, including but not limited to Capital Improvement Projects, Transportation, Environmental, Marketing and Communications and the City Manager's Office. 3.1.4 Letter of Authorization-A letter issued by the Project Manager(or his/her designee) authorizing the Consultant to commence work on a specific task. Completion due dates and fees are specified in this document. 3.1.5 Project Manager-The City's staff member(s), manager(s) or consultant(s) with overall responsibility and authority to oversee the Public Information Outreach Services on Right of Way and Facilities Projects in Miami Beach. 3.1.6 Task Assignment-One or more tasks assigned under this contract in connection with the Public Information Outreach Services on Right of Way and Facilities Projects in the City of Miami Beach. 3.2 JOB CLASSIFICATIONS AND DESCRIPTIONS 3.2.1 Project Manager: Primary point of contact with the City's Project Manager (or his/her designee) on overall activities of the contract; ensures contract compliance; manages budgets and invoices; executes special projects and performs QA/QC on all collateral materials. Responsible for entire staff assigned to this contract to include staff supervision and work production. Works with City's Project Manager on streamlining processes and developing cost effective methods of doing business. DocuSign Envelope ID: 1554E199-464F-4EE3-A0BE-CC668D83A19F MIAMI BEACH 3.2.2 Public Information Liaison: Serves as liaison between project stakeholders and Neighborhood Affairs Division. Assists the Neighborhood Affairs Coordinator for project related information and due to extensive interaction with the City of Miami Beach community, bilingual (English/Spanish) is strongly desired; completes all necessary documents listed in the external communication plan; identifies potential impacts to the public as a result of construction plans; prepares and disseminates collateral materials to the public; develops strategic alliances and partnerships with appropriate parties; prepares and presents project information for meetings; coordinates resolution of issues; record public meetings; maintains database of stakeholders; maintains project issue log; prepares information for updating website; edits website content; performs media responses in writing as needed; coordinates and staffs formal and informal public meetings; arranges field meetings and special events and executes other duties relevant to the position. 3.2.3 Assistant Public Information Liaison: Provides support to the public information liaison for each of the tasks listed above. Should be able to create a database, conduct door-to-door and assist with other clerical needs. (English/Spanish) is desired. The position will be utilized at the decision of the project team for certain needs. Should have an understanding of communication tools, the external communications plan, virtual meeting software, and will executes other duties relevant to the position. 3.2.4 Graphic Designer: Designs and maintains collateral materials; creates and updates templates and newsletter layouts; depicts project information on maps that serve as visual explanations to stakeholders; performs other duties relevant to the position. Familiarity with municipal governments and/or construction concepts are a plus. 3.3 CONSULTANT RESPONSIBILITIES 3.3.1 Coordination with the City: All aspects of each task shall be coordinated through the Office of Marketing and Communications, Director (or his/her designee); All authorizations and approvals shall be in writing and executed by the Neighborhood Affairs Manager(or his/her designee) prior to the commencement of work. 3.3.2 Services to be provided: The following procedures are general for all projects. One or more of them may be necessary depending on the scope of the project. The necessary steps will be identified, and a schedule of activities will be established by the City's Project Manager. If the procedural regulations referenced herein are revised or superseded before the services by the CONSULTANT are rendered, compliance with the most up-to-date version and/or amendments/statutes will be required. The CONSULTANT will provide any one or more of the following services as required by the DEPARTMENT. Public Relations, Community Involvement and Customer Service The successful firms may be tasked with the following duties and responsibilities: • Close coordination with the Neighborhood Affairs Division staff • Developing public involvement plans in close coordination with the external communication plan • Developing project-related informational materials • Collateral production (English/Spanish) DocuSign Envelope ID: 1554E199-464F-4EE3-A0BE-CC668D83A19F MIAMI BEACH • Social media needs—Photography&Video Content as needed • Communicating project information and addressing citizen/stakeholder concerns • Preparing related media communications and informational materials • Preparing talking points • Preparing information for dissemination through the Neighborhood Affairs Division • Ability to create, plan and execute effective mailers using every door direct mail (EDDM) or other services • Coordinating emergency communications • Preparing emergency collateral quickly and effectively • Developing presentations and talking points • Planning, organizing and attending special events and meetings • Preparing audio/video presentations • Ability to record public meetings and public comments • Writing newsletters and feature stories • Translating collateral material developed • Designing and developing templates and graphics informational materials (usually maps that depict project information) • Preparing web content and web copywriting • Developing ads • Coordinating franchise utility communication • Arranging and documenting field meetings • Stakeholder satisfaction surveys • Coordinating media/special events such as block parties, community meetings, and ribbon cuttings • Prepare and present encroachment information for public projects • Prepare, plan, execute and document harmonization meetings as needed • Coordinate special events as needed • Ability to host virtual meetings using Zoom, Microsoft teams or other appropriate platforms • Ability to send and respond to emails through a city domain. • Ability to send mass emails through email marketing software from the City of Miami Beach. 4. ANTICIPATED RFQ TIMETABLE. The tentative schedule for this solicitation is as follows: RFQ Issued July 31, 2020 Pre-Proposal Meeting N/A Deadline for Receipt of Questions August 19, 2020 by 5:00 PM ET Responses Due August 28, 2020 by 3:00 PM ET Evaluation Committee Review TBD Proposer Presentations TBD Tentative Commission Approval Authorizing TBD Negotiations 1 Contract Negotiations Following Commission Approval 5. PROCUREMENT CONTACT. Any questions or clarifications concerning this solicitation shall be submitted to the Procurement Contact noted below: DocuSign Envelope ID: 1554E199-464F-4EE3-A0BE-CC668D83A19F MIAMI BEACH Procurement Contact: Telephone: Email: William Garviso,CPPB 305 673-7000 william•arviso• miamibeachfl.•ov Additionally, the City Clerk is to be coiled on all communications via e-mail at: RafaelGranado • miamibeachfl.•ov; 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 0100-4. All responses to questions/clarifications will be sent to all prospective Proposers in the form of an addendum. 6. PRE-PROPOSAL MEETING OR SITE VISIT(S). Not Applicable 7. 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 BidSync. Any prospective proposer who has received this RFQ by any means other than through BidSync must register immediately with BidSync to assure it receives any addendum issued to this RFQ. Failure to receive an addendum may result in disqualification of proposal. Written questions should be received no later than the date outlined in the Anticipated RFQ Timetable section. 8. CONE OF SILENCE. This RFQ is subject to, and all proposers are expected to be or become familiar with, the City's Cone of Silence Requirements, as codified in Section 2-486 of the City Code. Proposers shall be solely responsible for ensuring that all applicable provisions of the City's Cone of Silence are complied with, and shall be subject to any and all sanctions, as prescribed therein, including rendering their response voidable, in the event of such non-compliance. Communications regarding this solicitation are to be submitted in writing to the Procurement Contact named herein with a copy to the City Clerk at rafaelgranado@miamibeachfl.gov 9. ADDITIONAL INFORMATION OR CLARIFICATION. After proposal submittal, the City reserves the right to require additional information from Proposers (or Proposer team members or sub-consultants) to determine: qualifications (including, but not limited to, litigation history, regulatory action, or additional references); and financial capability (including, but not limited to, annual reviewed/audited financial statements with the auditors notes for each of their last two complete fiscal years). 10. 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. 11. DETERMINATION OF AWARD.The final ranking results of the evaluation process 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. DocuSign Envelope ID: 1554E199-464F-4EE3-A0BE-CC668D83A19F MIAMI BEACH (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. 12. 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. Balance of Page Intentionally Left Blank DocuSign Envelope ID: 1554E199-464F-4EE3-A0BE-CC668D83A19F MIAMI BEACH SECTION 0200 GENERAL CONDITIONS TERMS & CONDITIONS —SERVICES. By virtue of submitting a proposal in response to this solicitation, proposer agrees to be bound by and in compliance with the Terms and Conditions for Services (dated April 13, 2020), incorporated herein,which may be found at the following link: https://www.miamibeachfl.gov/city-hall/procurement/standard-terms-and-conditions/ Balance of Page Intentionally Left Blank DocuSign Envelope ID: 1554E199-464F-4EE3-A0BE-CC668D83A19F MIAMI BEACH SECTION 0300 PROPOSAL SUBMITTAL INSTRUCTIONS AND FORMAT 1. ELECTRONIC RESPONSES (ONLY). Electronic responses to this RFQ are to be submitted through BidSync until the date and time as indicated in this document. It is the sole responsibility of the Proposer to ensure its proposal reaches BidSync before the Solicitation closing date and time. There is no cost to the Proposer to submit a proposal in response to a City of Miami Beach solicitation via BidSync. Electronic proposal submissions may require the uploading of electronic attachments. The submission of attachments containing embedded documents or proprietary file extensions is prohibited. All documents should be attached as separate files (proposal format indicated below). All proposals received and time stamped through BidSync, prior to the proposal submittal deadline shall be accepted as timely submitted. Proposals will be opened promptly at the time and date specified. Hard copy proposals or proposals received electronically,either through email or facsimile, submitted prior to or after the deadline for receipt of proposals are not acceptable and will be rejected. Late bids cannot be submitted, bidders are cautioned to plan sufficiently. The City will in no way be responsible for delays caused by technical difficulty or caused by any other occurrence. 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. The City will only consider the latest version of the proposal. 2. NON-RESPONSIVENESS. Failure to submit the following requirements shall result in a determination of non- responsiveness. Non-responsive proposals will not be considered. 1. Bid Submittal Questionnaire (submitted electronically). 3. OMITTED OR ADDITIONAL INFORMATION. With exception of the Bid Submittal Questionnaire (submitted electronically) and the Cost/Revenue Proposal, if applicable, the City reserves the right to seek any omitted information/documentation or any 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. Failure to submit any omitted or additional information in accordance with the City's request shall result in proposal being deemed non-responsive. 4. ELECTRONIC PROPOSAL FORMAT. In order to maintain comparability, facilitate the review process and assist the Evaluation Committee in review of proposals, it is strongly recommended that proposals be organized and tabbed in accordance with the tabs, and sections as specified below. The electronic submittal should be tabbed as enumerated below and contain a table of contents with page references. The electronic proposal shall be submitted through the"Line Items"attachment tab in BidSync. TAB 1 Cover Letter, Table of Contents, and Minimum Qualification Requirement 1.1 Cover Letter and Table of Contents. The table of contents should indicate the tabs, sections with tabs and page numbers to facilitate the evaluation committee's review. The cover letter must be signed by a principal or agent able to bind the firm. TAB 2 Experience and Qualifications 2.1 Organizational Chart: An organizational chart depicting the structure and lines of authority and communication for all firms, principals and personnel involved in the project. Include information that describes the intended structure regarding project management, accountability and compliance with the terms of the RFQ. 2.2 Relevant Experience of Prime Proposer: Submit detailed information regarding the history, relevant experience and proven track record of providing the scope of services as identified in this solicitation to public sector clients, municipal governments, agencies or levels of government for the firm and/or its principals. For each project that the proposer submits as evidence of similar experience, the following is required: project DocuSign Envelope ID: 1554E199-464F-4EE3-A0BE-CC668D83A19F MIAMI BEACF-` description, role of the firm and responsibilities, agency(client) name, agency(client) contact, contact telephone and email, month and year the whole project was started and completed, and your firm's term of engagement. For each project provide the following: a. project name and scope of services provided; b. name of individuals that worked on the referenced project that have been included in Section 2.1 above. c. client; d. client project manager and contact information; e. costs of the services provided; and f. term of the engagement. 2.3 Relevant Experience of Sub-consultant(s)/Sub-contractor(s): Summarize projects where the Sub- consultant(s)/Sub-contractor(s) and/or its principals have provided professional public information outreach services, to public sector clients, municipal governments, agencies or other levels of government. For each project provide the following: g. project name and scope of services provided; h. name of individuals that worked on the referenced project that have been included in Section 2.1 above. i. client; j. client project manager and contact information; k. costs of the services provided; and term of the engagement. 2.4 Project Manager. Provide a comprehensive summary that elaborates on the experience and qualifications of the individual who will be selected to serve as the firm's project manager for this contract. 2.5 Public Information Liaison. Provide a comprehensive summary that elaborates on the experience and qualifications of one or more individual(s) who will be selected to serve as the firm's lead public information liaison for this contract's possible assignments. TAB 3 Approach and Methodology Submit detailed information on the approach and methodology that the Proposer and its team has utilized on previous engagements to accomplish a similar scope of work, including detailed information, as applicable, which addresses, but need not be limited to: • Project specific approach to handling communication for neighborhoods versus parks, facilities and public information campaigns. • General communications plan for public information and outreach. • Demonstrate an understanding of various construction project methods such as design-bid-build vs. design- build construction. Suggest innovative ways to communicate with and/or educate the public on the differences, drawbacks, benefits of each, etc. • Additional cost-effective methods, currently not in use by the City, to actively engage and keep stakeholders informed. Note that current cost-effective methods currently utilized by the City include: Email blasts via Constant Contact and/or regular email; project pages on the RisingAbove and Miami Beach website; door- to-door distributions; Maintenance of Traffic for all projects posted on GIS' page and a City- wide GIS traffic map; as needed, regular construction updates are sent out for each individual project; InDesign collateral templates are available for use; and meetings with HOAs/affected stakeholders occur regularly. • Description of the quality assurance and quality control (QA/QC) process used by the Proposer to ensure sufficient management of the contract and required deliverables. DocuSign Envelope ID: 1554E199-464F-4EE3-A0BE-CC668D83A19F MIAMI BEACH Balance of Page Intentionally Left Blank DocuSign Envelope ID: 1554E199-464F-4EE3-A0BE-CC668D83A19F SECTION 0400 PROPOSAL EVALUATION 1. Evaluation Committee.An Evaluation Committee, appointed by the City Manager, may meet to evaluate each Proposal in accordance with the qualitative criteria set forth below. In doing so, the Evaluation Committee may review and score all proposals received, with or without conducting interview sessions. City staff will assign points for the quantitative criteria. It is important to note that the Evaluation Committee is advisory only and does not make an award recommendation to the City Manager or the City Commission. 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. a. In the event that only one responsive proposal is received, the City Manager, after determination that the sole responsive proposal materially meets the requirements of the RFQ, may, without an evaluation committee, recommend to the City Commission that the Administration enter into negotiations. b. The City, in its discretion, may utilize technical or other advisers to assist the evaluation committee in the evaluation of proposals. 2. Qualitative Criteria. Responsive proposals shall be evaluated by the Evaluation Committee in accordance with the following criteria. Qualitative Criteria Maximum Points Experience and Qualifications 60 Approach and Methodology 40 TOTAL AVAILABLE STEP 1 POINTS 100 3. Quantitative Criteria. Following the results of the evaluation of the qualitative criteria by the Evaluation Committee, the Proposers may receive additional points, to be added by City staff, as follows. Quantitative Criteria Maximum Points Veterans Preference 5 TOTAL AVAILABLE STEP 2 POINTS 5 DocuSign Envelope ID: 1554E199-464F-4EE3-A0BE-CC668D83A19F 4. Determination of Final Ranking. The sum of qualitative and quantitative scores will be converted to rankings in accordance with the example below: Proposer A Proposer B Proposer C Qualitative Points 82 74 80 Committee Quantitative Points 10 5 0 Member 1 Total 92 79 80 Rank 1 3 2 Qualitative Points 82 85 72 Committee Quantitative Points 10 5 0 Member 2 Total 92 90 72 Rank 1 2 3 Qualitative Points 90 74 66 Committee Quantitative Points 10 5 0 Member 2 Total 100 79 66 Rank 1 2 3 Low Aggregate Score 3 7 8 Final Ranking* 1 2 3 It is important to note that the results of the Evaluation Committee process do not represent an award recommendation.The City Manager will utilize the results of the committee process,as well as any other information he deems appropriate to develop his award recommendation to the City Commission,which may differ from the Evaluation Committee process ranking. Balance of Page Intentionally Left Blank DocuSign Envelope ID: 1554E199-464F-4EE3-A0BE-CC668D83A19F APPENDIX A M I AM I B E ..ate Special Conditions 2020- 1 18-WG PUBLIC INFORMATION OUTREACH SERVICES FOR RIGHT OF WAY AND FACILITIES CONSTRUCTION PROJECTS PROCUREMENT DEPARTMENT 1755 Meridian Avenue, 3rd Floor Miami Beach, Florida 33139 DocuSign Envelope ID: 1554E199-464F-4EE3-A0BE-CC668D83A19F 1. Term of Contract. Three (3)Years 2. Options to Renew.Two(2)additional one (1)year options 3. Additional Terms or Conditions. This RFQ, including the attached Sample Contract, contains all the terms and conditions applicable to any service being provided to the City resulting from award of contract. By virtue of submitting a proposal, consultant agrees not to require additional terms and conditions at the time services are requested, either through a separate agreement, work order, letter of engagement or purchase order. 4. Change of Project Manager or Public Information Liaison. A change in the Consultant's project manager or public information liaison (as well as any replacement) shall be subject to the prior written approval of the City Manager or his designee (who in this case shall be an Assistant City Manager). Replacement(including reassignment) of an approved project manager or public information liaison shall not be made without submitting a resume for the replacement staff person and receiving prior written approval of the City Manager or his designee (i.e.the City project manager). 5. Sub-Consultants. The Consultant shall not retain, add, or replace any sub-consultant without the prior written approval of the City Manager, in response to a written request from the Consultant stating the reasons for any proposed substitution. Any approval of a sub-consultant by the City Manager shall not in any way shift the responsibility for the quality and acceptability by the City of the services performed by the sub-consultant from the Consultant to the City. The quality of services and acceptability to the City of the services performed by sub-consultants shall be the sole responsibility of Consultant. 6. Negotiations. Upon approval of selection by the City Commission, negotiations between the City and the selected Consultant will take place to arrive at a mutually acceptable Agreement, including final scope of services, deliverables and cost of services. 7. Competitive Specifications. It is the goal of the City to maximize competition for the project among suppliers & contractors. Consultant shall endeavor to prepare all documents, plans & specifications that are in accordance with this goal. Under no condition shall Consultant include means & methods or product specifications that are considered"sole source"or restricted without prior written approval of the City. DocuSign Envelope ID. 1554E199-464F-4EE3-A0BE-CC668D83A19F APPENDIX B M IA iv \ tit Sample Contract 2020- 1 18-WG PUBLIC INFORMATION OUTREACH SERVICES FOR RIGHT OF WAY AND FACILITIES CONSTRUCTION PROJECTS BY VIRTUE OF SUBMITTING A PROPOSAL THE FIRM HEREBY TAKES NO EXCEPTIONS TO THE TERM AND CONDITIONS NOTED IN THIS SAMPLE CONTRACT PROCUREMENT DEPARTMENT 1755 Meridian Avenue, 3rd Floor Miami Beach, Florida 33139 DocuSign Envelope ID: 1554E199-464F-4EE3-A0BE-CC668D83A19F PROFESSIONAL SERVICES AGREEMENT BETWEEN THE CITY OF MIAMI BEACH AND [FILL IN CONSULTANT NAME] FOR [XXXXXXXXXXXXXXXX], PURSUANT TO [FILL IN RFP, RFQ, OR ITB#] This Professional Services Agreement ("Agreement") is entered into this XXXXXX day of XXXXXXXXXXXX, 20 ("Effective Date"), between the CITY OF MIAMI BEACH, FLORIDA, a municipal corporation organized and existing under the laws of the State of Florida, having its principal offices at 1700 Convention Center Drive, Miami Beach, Florida, 33139 (the "City"), and [FILL IN CONSULTANT NAME], a [FILL IN TYPE OF ENTITY/I.E. CORPORATION, LLC, ETC.], whose address is XXX)OOOOOCXXXXXXX XXXXX ("Consultant"). SECTION 1 DEFINITIONS Agreement: This Agreement between the City and Consultant, including any exhibits and amendments thereto. City Manager: The chief administrative officer of the City. City Manager's Designee: The City staff member who is designated by the City Manager to administer this Agreement on behalf of the City. The City Manager's designee shall be the Department Director. Consultant: For the purposes of this Agreement, Consultant shall be deemed to be an independent contractor, and not an agent or employee of the City. Services: All services, work and actions by the Consultant performed or undertaken pursuant to the Agreement. Fee: Amount paid to the Consultant as compensation for Services. Proposal Documents: Proposal Documents shall mean City of Miami Beach [FILL IN RFP, RFQ, OR ITB] No. [XXXXXXXXXXXXXX] for [XXXXXXXXXXXXXXXXXXXXXXI, together with all amendments thereto, issued by the City in contemplation of this Agreement [FILL IN CORRECT ABBREVIATION RFP, RFQ, OR ITB], and the Consultant's proposal in response thereto ("Proposal"), all of DocuSign Envelope ID: 1554E199-464F-4EE3-A0BE-CC668D83A19F 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 [FILL IN RFP, RFQ, or ITB]; 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. SECTION 2 SCOPE OF SERVICES 2.1 In consideration of the Fee to be paid to Consultant by the City, Consultant shall provide the work and services described in Exhibit"A" hereto (the "Services"). [NOTE: EXHIBIT "A" MUST INCLUDE DETAILED DESCRIPTION OF SERVICES] Although Consultant may be provided with a schedule of the available hours to provide its Services, the City shall not control nor have the right to control the hours of the Services performed by the Consultant; where the Services are performed (although the City will provide Consultant with the appropriate location to perform the Services); when the Services are performed, including how many days a week the Services are performed; how the Services are performed, or any other aspect of the actual manner and means of accomplishing the Services provided. Notwithstanding the foregoing, all Services provided by the Consultant shall be performed in accordance with the terms and conditions set forth in Exhibit "A" and to the reasonable satisfaction of the City Manager. If there are any questions regarding the Services to be performed, Consultant should contact the following person: 2.2 Consultant's Services, and any deliverables incident thereto, shall be completed in accordance with the timeline and/or schedule in Exhibit [XXX] hereto. [NOTE: TIMELINE FOR DELIVERABLES CAN ALSO BE INCLUDED IN EXHIBIT "A" OR IN SEPARATE EXHIBIT] SECTION 3 TERM The term of this Agreement ("Term") shall commence upon execution of this Agreement by all parties hereto (the Effective Date set forth on p. 1 hereof), and shall have an initial term of [XXXXXXXXXXXX1, with [XXXX)O(XXXXI renewal options, to be exercised at DocuSign Envelope ID: 1554E199-464F-4EE3-A0BE-CC668D83A19F the City Manager's sole option and discretion, by providing Consultant with written notice of same no less than thirty (30) days prior to the expiration of the initial term. Notwithstanding the Term provided herein, Consultant shall adhere to any specific timelines, schedules, dates, and/or performance milestones for completion and delivery of the Services, as same is/are set forth in the timeline and/or schedule referenced in Exhibit [XXX] hereto. SECTION 4 FEE 4.1 In consideration of the Services to be provided, Consultant shall be compensated on a fixed fee basis, in the amount of$XXXXXXXX . 4.2 [NOTE: INCLUDE AMOUNT FOR REIMBURSABLES, IF ANY]. 4.3 [NOTE: INCLUDE HOW FEE IS TO BE PAID — I.E. "X" PERCENTAGE UP FRONT; "X" UPON DELIVERY; MONTHLY; LUMP SUM; ETC.]. 4.4 INVOICING Upon receipt of an acceptable and approved invoice, payment(s) shall be made within forty-five (45) days for that portion (or those portions) of the Services satisfactorily rendered (and referenced in the particular invoice). Invoices shall include a detailed description of the Services (or portions thereof) provided, and shall be submitted to the City at the following address: SECTION 5 TERMINATION 5.1 TERMINATION FOR CAUSE If the Consultant shall fail to fulfill in a timely manner, or otherwise violates, any of the covenants, agreements, or stipulations material to this Agreement, the City, through its City Manager, shall thereupon have the right to terminate this Agreement for cause. Prior to exercising its option to terminate for cause, the City shall notify the Consultant of its violation of the particular term(s) of this Agreement, and shall grant Consultant ten (10) days to cure such default. If such default remains uncured after ten (10) days, the City may terminate this Agreement without further notice to Consultant. Upon DocuSign Envelope ID: 1554E199-464F-4EE3-A0BE-CC668D83A19F termination, the City shall be fully discharged from any and all liabilities, duties, and terms arising out of, or by virtue of, this Agreement. Notwithstanding the above, the Consultant shall not be relieved of liability to the City for damages sustained by the City by any breach of the Agreement by the Consultant. The City, at its sole option and discretion, shall be entitled to bring any and all legal/equitable actions that it deems to be in its best interest in order to enforce the City's rights and remedies against Consultant. The City shall be entitled to recover all costs of such actions, including reasonable attorneys' fees. 5.2 TERMINATION FOR CONVENIENCE OF THE CITY THE CITY MAY ALSO, THROUGH ITS CITY MANAGER, AND FOR ITS CONVENIENCE AND WITHOUT CAUSE, TERMINATE THE AGREEMENT AT ANY TIME DURING THE TERM BY GIVING WRITTEN NOTICE TO CONSULTANT OF SUCH TERMINATION; WHICH SHALL BECOME EFFECTIVE WITHIN THIRTY (30) DAYS FOLLOWING RECEIPT BY THE CONSULTANT OF SUCH NOTICE. ADDITIONALLY, IN THE EVENT OF A PUBLIC HEALTH, WELFARE OR SAFETY CONCERN, AS DETERMINED BY THE CITY MANAGER, IN THE CITY MANAGER'S SOLE DISCRETION, THE CITY MANAGER, PURSUANT TO A VERBAL OR WRITTEN NOTIFICATION TO CONSULTANT, MAY IMMEDIATELY SUSPEND THE SERVICES UNDER THIS AGREEMENT FOR A TIME CERTAIN, OR IN THE ALTERNATIVE, TERMINATE THIS AGREEMENT ON A GIVEN DATE. IF THE AGREEMENT IS TERMINATED FOR CONVENIENCE BY THE CITY, CONSULTANT SHALL BE PAID FOR ANY SERVICES SATISFACTORILY PERFORMED UP TO THE DATE OF TERMINATION; FOLLOWING WHICH THE CITY SHALL BE DISCHARGED FROM ANY AND ALL LIABILITIES, DUTIES, AND TERMS ARISING OUT OF, OR BY VIRTUE OF, THIS AGREEMENT. 5.3 TERMINATION FOR INSOLVENCY The City also reserves the right to terminate the Agreement in the event the Consultant is placed either in voluntary or involuntary bankruptcy or makes an assignment for the benefit of creditors. In such event, the right and obligations for the parties shall be the same as provided for in Section 5.2. SECTION 6 INDEMNIFICATION AND INSURANCE REQUIREMENTS 6.1 INDEMNIFICATION Consultant agrees to indemnify and hold harmless the City of Miami Beach and its officers, employees, agents, and contractors, from and against any and all actions (whether at law or in equity), claims, liabilities, losses, and expenses, including, but not limited to, attorneys' fees and costs, for personal, economic or bodily injury, wrongful death, loss of or damage to property, which may arise or be alleged to have arisen from the negligent acts, errors, omissions or other wrongful conduct of the Consultant, its officers, employees, agents, contractors, or any other person or entity acting under Consultant's control or supervision, in connection with, related to, or as a result of the DocuSign Envelope ID: 1554E199-464F-4EE3-A0BE-CC668D83A19F Consultant's performance of the Services pursuant to this Agreement. To that extent, the Consultant shall pay all such claims and losses and shall pay all such costs and judgments which may issue from any lawsuit arising from such claims and losses, and shall pay all costs and attorneys' fees expended by the City in the defense of such claims and losses, including appeals. The Consultant expressly understands and agrees that any insurance protection required by this Agreement or otherwise provided by the Consultant shall in no way limit the Consultant's responsibility to indemnify, keep and save harmless and defend the City or its officers, employees, agents and instrumentalities as herein provided. The parties agree that one percent (1%) of the total compensation to Consultant for performance of the Services under this Agreement is the specific consideration from the City to the Consultant for the Consultant's indemnity agreement. The provisions of this Section 6.1 and of this indemnification shall survive termination or expiration of this Agreement. 6.2 INSURANCE REQUIREMENTS [NOTE: INSURANCE TYPES AND LIMITS BELOW SHOULD ALWAYS BE SAME AS WHAT WAS SPECIFICED IN BID DOCUMENTS] The Consultant shall maintain and carry in full force during the Term, the following insurance: 1. Consultant General Liability, in the amount of$1,000,000; 2. Consultant Professional Liability, in the amount of$200,000; and 3. Workers Compensation & Employers Liability, as required pursuant to Florida Statutes. The insurance must be furnished by insurance companies authorized to do business in the State of Florida. All insurance policies must be issued by companies rated no less than "B+" as to management and not less than "Class VI" as to strength by the latest edition of Best's Insurance Guide, published by A.M. Best Company, Oldwick, New Jersey, or its equivalent. All of Consultant's certificates shall contain endorsements providing that written notice shall be given to the City at least thirty (30) days prior to termination, cancellation or reduction in coverage in the policy. The insurance certificates for General Liability shall include the City as an additional insured and shall contain a waiver of subrogation endorsement. Original certificates of insurance must be submitted to the City's Risk Manager for approval (prior to any work and/or services commencing) and will be kept on file in the Office of the Risk Manager. The City shall have the right to obtain from the Consultant specimen copies of the insurance policies in the event that submitted certificates of insurance are inadequate to ascertain compliance with required coverage. The Consultant is also solely responsible for obtaining and submitting all insurance certificates for any sub-consultants. Compliance with the foregoing requirements shall not relieve the Consultant of the liabilities and obligations under this Section or under any other portion of this Agreement. DocuSign Envelope ID: 1554E199-464F-4EE3-A0BE-CC668D83A19F The Consultant shall not commence any work and or services pursuant to this Agreement until all insurance required under this Section has been obtained and such insurance has been approved by the City's Risk Manager. SECTION 7 LITIGATION JURISDICTIONNENUE/JURY TRIAL WAIVER This Agreement shall be construed in accordance with the laws of the State of Florida. This Agreement shall be enforceable in Miami-Dade County, Florida, and if legal action is necessary by either party with respect to the enforcement of any or all of the terms or conditions herein, exclusive venue for the enforcement of same shall lie in Miami-Dade County, Florida. By entering into this Agreement, Consultant and the City expressly waive any rights either party may have to a trial by jury of any civil litigation related to or arising out of this Agreement. SECTION 8 LIMITATION OF CITY'S LIABILITY The City desires to enter into this Agreement only if in so doing the City can place a limit on the City's liability for any cause of action, for money damages due to an alleged breach by the City of this Agreement, so that its liability for any such breach never exceeds the sum of $10,000. Consultant hereby expresses its willingness to enter into this Agreement with Consultant's recovery from the City for any damage action for breach of contract to be limited to a maximum amount of$10,000. Accordingly, and notwithstanding any other term or condition of this Agreement, Consultant hereby agrees that the City shall not be liable to the Consultant for damages in an amount in excess of $10,000 for any action or claim for breach of contract arising out of the performance or non-performance of any obligations imposed upon the City by this Agreement. Nothing contained in this section or elsewhere in this Agreement is in any way intended to be a waiver of the limitation placed upon the City's liability, as set forth in Section 768.28, Florida Statutes. SECTION 9 DUTY OF F CARE/COMPLIANCE WITH APPLICABLE LAWS/PATENT RIGHTS1 COPYRIGHT; AND CONFIDENTIAL FINDINGS 9.1 DUTY OF CARE With respect to the performance of the Services contemplated herein, Consultant shall exercise that degree of skill, care, efficiency and diligence normally exercised by reasonable persons and/or recognized professionals with respect to the performance of comparable work and/or services. DocuSign Envelope ID: 1554E199-464F-4EE3-A0BE-CC668D83A19F 9.2 COMPLIANCE WITH APPLICABLE LAWS In its performance of the Services, Consultant shall comply with all applicable laws, ordinances, and regulations of the City, Miami-Dade County, the State of Florida, and the federal government, as applicable. 9.3 PATENT RIGHTS; COPYRIGHT; CONFIDENTIAL FINDINGS Any work product arising out of this Agreement, as well as all information specifications, processes, data and findings, are intended to be the property of the City and shall not otherwise be made public and/or disseminated by Consultant, without the prior written consent of the City Manager, excepting any information, records etc. which are required to be disclosed pursuant to Court Order and/or Florida Public Records Law. All reports, documents, articles, devices, and/or work produced in whole or in part under this Agreement are intended to be the sole and exclusive property of the City, and shall not be subject to any application for copyright or patent by or on behalf of the Consultant or its employees or sub-consultants, without the prior written consent of the City Manager. SECTION 10 GENERAL PROVISIONS 10.1 AUDIT AND INSPECTIONS Upon reasonable verbal or written notice to Consultant, and at any time during normal business hours (i.e. 9AM — 5PM, Monday through Fridays, excluding nationally recognized holidays), and as often as the City Manager may, in his/her reasonable discretion and judgment, deem necessary, there shall be made available to the City Manager, and/or such representatives as the City Manager may deem to act on the City's behalf, to audit, examine, and/ or inspect, any and all other documents and/or records relating to all matters covered by this Agreement. Consultant shall maintain any and all such records at its place of business at the address set forth in the "Notices" section of this Agreement. 10.2 INSPECTOR GENERAL AUDIT RIGHTS (A) Pursuant to Section 2-256 of the Code of the City of Miami Beach, the City has established the Office of the Inspector General which may, on a random basis, perform reviews, audits, inspections and investigations on all City contracts, throughout the duration of said contracts. This random audit is separate and distinct from any other audit performed by or on behalf of the City. (B) The Office of the Inspector General is authorized to investigate City affairs and empowered to review past, present and proposed City programs, accounts, records, contracts and transactions. In addition, the Inspector General has the DocuSign Envelope ID: 1554E199-464F-4EE3-A0BE-CC668D83A19F power to subpoena witnesses, administer oaths, require the production of witnesses and monitor City projects and programs. Monitoring of an existing City project or program may include a report concerning whether the project is on time, within budget and in conformance with the contract documents and applicable law. The Inspector General shall have the power to audit, investigate, monitor, oversee, inspect and review operations, activities, performance and procurement process including but not limited to project design, bid specifications, (bid/proposal) submittals, activities of the Consultant, its officers, agents and employees, lobbyists, City staff and elected officials to ensure compliance with the contract documents and to detect fraud and corruption. Pursuant to Section 2-378 of the City Code, the City is allocating a percentage of its overall annual contract expenditures to fund the activities and operations of the Office of Inspector General. (C) Upon ten (10) days written notice to the Consultant, the Consultant shall make all requested records and documents available to the Inspector General for inspection and copying. The Inspector General is empowered to retain the services of independent private sector auditors to audit, investigate, monitor, oversee, inspect and review operations activities, performance and procurement process including but not limited to project design, bid specifications, (bid/proposal) submittals, activities of the Consultant its officers, agents and employees, lobbyists, City staff and elected officials to ensure compliance with the contract documents and to detect fraud and corruption. (D) The Inspector General shall have the right to inspect and copy all documents and records in the Consultant's possession, custody or control which in the Inspector General's sole judgment, pertain to performance of the contract, including, but not limited to original estimate files, change order estimate files, worksheets, proposals and agreements from and with successful subcontractors and suppliers, all project-related correspondence, memoranda, instructions, financial documents, construction documents, (bid/proposal) and contract documents, back-change documents, all documents and records which involve cash, trade or volume discounts, insurance proceeds, rebates, or dividends received, payroll and personnel records and supporting documentation for the aforesaid documents and records. (E) The Consultant shall make available at its office at all reasonable times the records, materials, and other evidence regarding the acquisition (bid preparation) and performance of this Agreement, for examination, audit, or reproduction, until three (3) years after final payment under this Agreement or for any longer period required by statute or by other clauses of this Agreement. In addition: i. If this Agreement is completely or partially terminated, the Consultant shall make available records relating to the work terminated until three (3) years after any resulting final termination settlement; and DocuSign Envelope ID: 1554E199-464F-4EE3-A0BE-CC668D83A19F ii. The Consultant shall make available records relating to appeals or to litigation or the settlement of claims arising under or relating to this Agreement until such appeals, litigation, or claims are finally resolved. (F) The provisions in this section shall apply to the Consultant, its officers, agents, employees, subcontractors and suppliers. The Consultant shall incorporate the provisions in this section in all subcontracts and all other agreements executed by the Consultant in connection with the performance of this Agreement. (G)Nothing in this section shall impair any independent right to the City to conduct audits or investigative activities. The provisions of this section are neither intended nor shall they be construed to impose any liability on the City by the Consultant or third parties. 10.3 ASSIGNMENT, TRANSFER OR SUBCONSULTING Consultant shall not subcontract, assign, or transfer all or any portion of any work and/or service under this Agreement without the prior written consent of the City Manager, which consent, if given at all, shall be in the Manager's sole judgment and discretion. Neither this Agreement, nor any term or provision hereof, or right hereunder, shall be assignable unless as approved pursuant to this Section, and any attempt to make such assignment (unless approved) shall be void. 10.4 PUBLIC ENTITY CRIMES Prior to commencement of the Services, the Consultant shall file a State of Florida Form PUR 7068, Sworn Statement under Section 287.133(3)(a) Florida Statute on Public Entity Crimes with the City's Procurement Division. 10.5 NO DISCRIMINATION In connection with the performance of the Services, the Consultant shall not exclude from participation in, deny the benefits of, or subject to discrimination anyone on the grounds of race, color, national origin, sex, age, disability, religion, income or family status. Additionally, Consultant shall comply fully with the City of Miami Beach Human Rights Ordinance, codified in Chapter 62 of the City Code, as may be amended from time to time, prohibiting discrimination in employment, housing, public accommodations, and public services on account of actual or perceived race, color, national origin, religion, sex, intersexuality, gender identity, sexual orientation, marital and familial status, age, disability, ancestry, height, weight, domestic partner status, labor organization membership, familial situation, or political affiliation. 10.6 CONFLICT OF INTEREST DocuSign Envelope ID: 1554E199-464F-4EE3-A0BE-CC668D83A19F Consultant herein agrees to adhere to and be governed by all applicable Miami-Dade County Conflict of Interest Ordinances and Ethics provisions, as set forth in the Miami- Dade County Code, as may be amended from time to time; and by the City of Miami Beach Charter and Code, as may be amended from time to time; both of which are incorporated by reference as if fully set forth herein. Consultant covenants that it presently has no interest and shall not acquire any interest, directly or indirectly, which could conflict in any manner or degree with the performance of the Services. Consultant further covenants that in the performance of this Agreement, Consultant shall not employ any person having any such interest. No member of or delegate to the Congress of the United States shall be admitted to any share or part of this Agreement or to any benefits arising therefrom. 10.7 CONSULTANT'S COMPLIANCE WITH FLORIDA PUBLIC RECORDS LAW (A) Consultant shall comply with Florida Public Records law under Chapter 119, Florida Statutes, as may be amended from time to time. (B) The term "public records" shall have the meaning set forth in Section 119.011(12), which means all documents, papers, letters, maps, books, tapes, photographs, films, sound recordings, data processing software, or other material, regardless of the physical form, characteristics, or means of transmission, made or received pursuant to law or ordinance or in connection with the transaction of official business of the City. (C) Pursuant to Section 119.0701 of the Florida Statutes, if the Consultant meets the definition of "Contractor" as defined in Section 119.0701(1)(a), the Consultant shall: (1) Keep and maintain public records required by the City to perform the service; (2) Upon request from the City's custodian of public records, provide the City with a copy of the requested records or allow the records to be inspected or copied within a reasonable time at a cost that does not exceed the cost provided in Chapter 119, Florida Statutes or as otherwise provided by law; (3) Ensure that public records that are exempt or confidential and exempt from public records disclosure requirements are not disclosed, except as authorized by law, for the duration of the contract term and following completion of the Agreement if the Consultant does not transfer the records to the City; (4) Upon completion of the Agreement, transfer, at no cost to the City, all public records in possession of the Consultant or keep and maintain public records required by the City to perform the service. If the Consultant transfers all public records to the City upon completion of the Agreement, the Consultant shall destroy any duplicate public records that are exempt or confidential and exempt from public records disclosure requirements. If the Consultant keeps and maintains public records upon completion of the Agreement, the Consultant shall 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 DocuSign Envelope ID: 1554E199-464F-4EE3-A0BE-CC668D83A19F public records, in a format that is compatible with the information technology systems of the City. (D) REQUEST FOR RECORDS; NONCOMPLIANCE. (1) A request to inspect or copy public records relating to the City's contract for services must be made directly to the City. If the City does not possess the requested records, the City shall immediately notify the Consultant of the request, and the Consultant must provide the records to the City or allow the records to be inspected or copied within a reasonable time. (2) Consultant's failure to comply with the City's request for records shall constitute a breach of this Agreement, and the City, at its sole discretion, may: (1) unilaterally terminate the Agreement; (2) avail itself of the remedies set forth under the Agreement; and/or (3) avail itself of any available remedies at law or in equity. (3) A Consultant who fails to provide the public records to the City within a reasonable time may be subject to penalties under s. 119.10. (E) CIVIL ACTION. (1) If a civil action is filed against a Consultant to compel production of public records relating to the City's contract for services, the court shall assess and award against the Consultant the reasonable costs of enforcement, including reasonable attorneys' fees, if: a. The court determines that the Consultant unlawfully refused to comply with the public records request within a reasonable time; and b. At least 8 business days before filing the action, the plaintiff provided written notice of the public records request, including a statement that the Consultant has not complied with the request, to the City and to the Consultant. (2) A notice complies with subparagraph (1)(b) if it is sent to the City's custodian of public records and to the Consultant at the Consultant's address listed on its contract with the City or to the Consultant's registered agent. Such notices must be sent by common carrier delivery service or by registered, Global Express Guaranteed, or certified mail, with postage or shipping paid by the sender and with evidence of delivery, which may be in an electronic format. (3) A Consultant who complies with a public records request within 8 business days after the notice is sent is not liable for the reasonable costs of enforcement. (F) IF THE CONSULTANT HAS QUESTIONS REGARDING THE APPLICATION OF CHAPTER 119, FLORIDA STATUTES, TO THE CONSULTANT'S DUTY TO PROVIDE PUBLIC RECORDS RELATING TO THIS AGREEMENT, CONTACT THE CUSTODIAN OF PUBLIC RECORDS AT: CITY OF MIAMI BEACH DocuSign Envelope ID: 1554E199-464F-4EE3-A0BE-CC668D83A19F 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 the Consultant and the City listed below or may be mailed by U.S. Certified Mail, return receipt requested, postage prepaid, or by a nationally recognized overnight delivery service. Until changed by notice, in writing, all such notices and communications shall be addressed as follows: TO CONSULTANT: [FILL IN] TO CITY: [FILL IN] 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 DocuSign Envelope ID: 1554E199-464F-4EE3-A0BE-CC668D83A19F If any term or provision of this Agreement is held invalid or unenforceable, the remainder of this Agreement shall not be affected and every other term and provision of this Agreement shall be valid and be enforced to the fullest extent permitted by law. 12.3 WAIVER OF BREACH A party's failure to enforce any provision of this Agreement shall not be deemed a waiver of such provision or modification of this Agreement. A party's waiver of any breach of a provision of this Agreement shall not be deemed a waiver of any subsequent breach and shall not be construed to be a modification of the terms of this Agreement. 12.4 JOINT PREPARATION The parties hereto acknowledge that they have sought and received whatever competent advice and counsel as was necessary for them to form a full and complete understanding of all rights and obligations herein and that the preparation of this Agreement has been a joint effort of the parties, the language has been agreed to by parties to express their mutual intent and the resulting document shall not, solely as a matter of judicial construction, be construed more severely against one of the parties than the other. 12.5 ENTIRETY OF AGREEMENT The City and Consultant agree that this is the entire agreement between the parties. This Agreement supersedes all prior negotiations, correspondence, conversations, agreements or understandings applicable to the matters contained herein, and there are no commitments, agreements or understandings concerning the subject matter of this Agreement that are not contained in this document. Title and paragraph headings are for convenient reference and are not intended to confer any rights or obligations upon the parties to this Agreement. [REMAINDER OF THIS PAGE LEFT INTENTIONALLY BLANK] DocuSign Envelope ID: 1554E199-464F-4EE3-A0BE-CC668D83A19F IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed by their appropriate officials, as of the date first entered above. FOR CITY: CITY OF MIAMI BEACH, FLORIDA ATTEST: By: City Clerk City Manager Date: FOR CONSULTANT: [INSERT NAME] ATTEST: By: Print Name and Title Print Name and Title Date: F: ATTO/TORG/Agreements/Professional Services Agreement 2017 modified 12-19-2017 DocuSign Envelope ID: 1554E199-464F-4EE3-A0BE-CC668D83A19F APPENDIX C MIAMI BEACH INSURANCE REQUIREMENTS 2020- 1 18-WG PUBLIC INFORMATION OUTREACH SERVICES FOR RIGHT OF WAY AND FACILITIES CONSTRUCTION PROJECTS PROCUREMENT DEPARTMENT 1755 Meridian Avenue, 3rd Floor Miami Beach, Florida 33139 DocuSign Envelope ID: 1554E199-464F-4EE3-A0BE-CC668D83A19F 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$ 500,000.00 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 - $100,000 each occurrence - owned/non-owned/hired automobiles included. 4. Excess Liability-$ .00 per occurrence to follow the primary coverages. XXX 5. The City must be named as and additional insured on the liability policies; and it must be stated on the certificate. XXX 6. Other Insurance as indicated: Builders Risk completed value $ .00 Liquor Liability $ .00 Fire Legal Liability $ .00 Protection and Indemnity $ .00 Employee Dishonesty Bond $ .00 XXX Other: Professional Liability $1,000,000.00 XXX 7. Thirty(30)days written cancellation notice required. XXX 8. Best's guide rating B+:VI or better, latest edition. XXX 9. The certificate must state the proposal number and title The City of Miami Beach is self-insured. Any and all claim payments made from self- insurance are subject to the limits and provisions of Florida Statute 768.28, the Florida Constitution, and any other applicable Statutes. DocuSign Envelope ID: 1554E199-464F-4EE3-A0BE-CC668D83A19F ATTACHMENT C SUNBIZ & PROPOSAL RESPONSE TO RFQ DocuSign Envelope ID:1554E199-464F-4EE3-A0BE-CC668D83A19F B. • Department of State • Division of Corporations • Search Records • Search by FEUEIN Number Previous On List Next On List Return to List No Events No Name History Detail by FEI/EIN Number Florida Profit Corporation THE VALERIN GROUP, INC. Filing Information Document NumberP06000101486 FEI/EIN Number33-1142500 Date Filed08/02/2006 Effective Date08/01/2006 StateFL StatusACTIVE Principal Address 3903 Northdale Blvd. 100E TAMPA, FL 33624 Changed: 01/12/2018 Mailing Address 13014 N DALE MABRY HWY#820 TAMPA, FL 33618 Changed: 07/09/2012 Registered Agent Name & Address DOWD, HENRY RE.A. 3632 LAND 0' LAKES BLVD STE 106 LAND 0' LAKES, FL 34639 Name Changed: 07/09/2012 Address Changed: 07/09/2012 Officer/Director Detail Name& Address Title DPST CIUDAD-REAL,VALERIE D 13014 N. Dale Mabry Highway #820 TAMPA, FL 33618 Annual Reports Report Year Filed Date 2018 01/12/2018 2019 01/31/2019 DocuSign Envelope ID:1554E199-464F-4EE3-A0BE-CC668D83A19F 2020 01/06/2020 Document Images 01/06/2020 -- ANNUAL REPORT View image in PDF format 01/31/2019 --ANNUAL REPORT View image in PDF format 01/12/2018 --ANNUAL REPORT View image in PDF format 01/06/2017 --ANNUAL REPORT View image in PDF format 01/15/2016 --ANNUAL REPORT View image in PDF format 01/12/2015 -- ANNUAL REPORT View image in PDF format 01/09/2014 --ANNUAL REPORT View image in PDF format 01/28/2013 --ANNUAL REPORT View image in PDF format 07/09/2012 --Reg. Agent Change View image in PDF format 01/09/2012 --ANNUAL REPORT View image in PDF format 02/16/2011 -- ANNUAL REPORT View image in PDF format 01/19/2010 --ANNUAL REPORT View image in PDF format 04/08/2009 --ANNUAL REPORT View image in PDF format 02/28/2008 --ANNUAL REPORT View image in PDF format 04/09/2007 --ANNUAL REPORT View image in PDF format 08/02/2006 -- Domestic Profit View image in PDF format Previous On List Next On List Return to List No Events No Name History Florida Department of State, Division of Corporations Florida Department of State • Division of Corporations DocuSign Envelope ID: 1554E199-464F-4EE3-A0BE-CC668D83A19F BID SUBMITTAL QUESTIONNAIRE SECTION 1 - BID CERTIFICATION FORM This document is a REQUIRED FORM that must be submitted fully completed and submitted. Solicitation No: Solicitation Title: 2020-118-WG PUBLIC INFORMATION OUTREACH SERVICES RIGHT OF WAY AND FACILITIES CONSTRUCTION BIDDERS NAME:The Valerin Group,Inc. NO.OF YEARS IN BUSINESS:14 NO.OF YEARS IN BUSINESS LOCALLY:8 NO.OF EMPLOYEES:24 OTHER NAME(S)BIDDER HAS OPERATED UNDER IN THE LAST 10 YEARS:NIA BIDDER PRIMARY ADDRESS(HEADQUARTERS):3903 Northdale Boulevard,Suite 100E CITY:Tampa STATE Florida ZIP CODE:33624 TELEPHONE NO.:(813)751-0478 TOLL FREE NO.: FAX NO.:(813)925-4205 BIDDER LOCAL ADDRESS:2945 W.Cypress Creek Road,Suite 104 CITY:Fort Lauderdale STATE Florida ZIP CODE:33309 PRIMARY ACCOUNT REPRESENTATIVE FOR THIS ENGAGEMENT:Cynthia McGrail ACCOUNT REP TELEPHONE NO.:(954)656-6616 ACCOUNT REP TOLL FREE NO.: ACCOUNT REP EMAIL:cynthia@lvalerin-group.com FEDERAL TAX IDENTIFICATION NO.:33-1142500 By virtue of submitting a bid, bidder agrees: a) to complete and unconditional acceptance of the terms and conditions of this document, inclusive of this solicitation, all specifications, attachments, exhibits and appendices and the contents of any Addenda released hereto; b) to be bound, at a minimum, to any and all specifications, terms and conditions contained herein or Addenda; c) that the bidder has not divulged, discussed, or compared the proposal with other bidders and has not colluded with any other bidder or party to any other bid; d)that bidder acknowledges that all information contained herein is part of the public domain as defined by the State of Florida Sunshine and Public Records Laws; e) the bidder agrees if this bid is accepted, to execute an appropriate City of Miami Beach document for the purpose of establishing a formal contractual relationship between the bidder and the City of Miami Beach, Florida, for the performance of all requirements to which the bid pertains; and f) that all responses, data and information contained in the bid submittal are true and accurate. The individual named below affirms that s/he: is a principal of the applicant duly authorized to execute this questionnaire, and that the contents of said document(s)are complete,true, and correct to the best of his/her knowledge and belief. Name of Bidder's Authorized Representative: Title of Bidder's Authorized Valerie Ciudad-Real Representative: President SECTION 2 - ACKNOWLEDGEMENT OF ADDENDUM After issuance of solicitation, the City may release one or more addendum to the solicitation, which may provide additional information to bidders or alter solicitation requirements. The City will strive to reach every bidder having received solicitation through the City's e-procurement system. However, bidders are solely DocuSign Envelope ID: 1554E199-464F-4EE3-A0BE-CC668D83A19F responsible for assuring they have received any and all addendum issued pursuant to solicitation. This Acknowledgement of Addendum section certifies that the bidder 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. Enter Initial to Enter Initial to Enter Initial to Confirm Confirm Confirm Receipt Receipt Receipt VCR 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 required, submit under separate cover. SECTION 3 - CONFLICT OF INTEREST All bidders 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. Further, all bidders must disclose the name of any City employee who owns, either directly or indirectly, an interest of ten (10%) percent or more in the bidder entity or any of its affiliates. ❑ YES 0 NO If yes, please disclose the name(s): FIRST AND LAST NAME OCCUPATION 1 2 3 4 5 6 SECTION 4 - FINANCIAL CAPACITY When requested by the City, each bidder shall arrange for Dun & Bradstreet to submit a Supplier Qualification Report (SQR) directly to the City. 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 bidder. The bidder shall request the SQR report from D&B at: https://supplierportal.dnb.com/webapp/wcs/stores/servlet/SupplierPortal?storeld=11696 Bidders are responsible for the accuracy of the information contained in its SQR. It is highly recommended that each bidder 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. At time of request, bidder shall request that Dun & Bradstreet submit its Supplier Qualifier Report directly to the City, with bid or within three (3) days of request. DocuSign Envelope ID: 1554E199-464F-4EE3-A0BE-CC668D83A19F SECTION 5 - 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. Bidder 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. By virtue of submitting bid, bidder agrees it is and shall remain in full compliance with Resolution 2016-29375 https://www.miamibeachfl.gov/wp-content/uploads/2017/11/2016-29375-Resolution-Vendor-Moratorium-for- Services-Sources-from-North-Carolina-Mississippi-1.pdf SECTION 6 - REFERENCES AND PAST PERFORMANCE Project No. 2020-118-WG Project Title PUBLIC INFORMATION OUTREACH SERVICES RIGHT OF WAY AND FACILITIES CONSTRUCTION Proposer shall submit at least three (3) references for whom the bidder has completed work similar in size and nature as the work referenced in solicitation. Reference No.1 Firm Name: Florida Department of Transportation (FDOT) - District Four Contact Individual Name and Title: Matt Carlock, District Construction Engineer Address: 3400 W Commercial Blvd, Fort Lauderdale, FL 33309 Telephone: 954-777-4439 Contact's Email: Matthew.Carlock@dot.state.fl.us Narrative on Scope of Services Provided: Valerin was selected to provide public information, community outreach and creative services for construction programs and major/speicality projects located within District Four, including Broward, Indian River, Palm Beach, Martin, and St. Lucie counties. Under this contract, Valerin's community outreach specialists provided community outreach and creative services for projects including the Flagler Memorial Bridge Replacement project and currently leads the outreach efforts for the high-profile Southern Boulevard Bridges Replacement project in West Palm Beach. This project requires continuous coordination and communication with the United States Secret Service due to the project being located next to Mar-a-Lago (the Winter White House for POTUS). Valerin's community outreach specialist received a "Certificate of Recognition" from the United States Secret Service for her outstanding coordination efforts. DocuSign Envelope ID: 1554E199-464F-4EE3-A0BE-CC668D83A19F Reference No.2 Firm Name: Florida Department of Transportation (FDOT) - District Four Contact Individual Name and Title: Stacey Sasala, Project Manager Address: 3400 W Commercial Blvd, Fort Lauderdale, FL 33309 Telephone: 954-777-4382 Contact's Email: Stacy.Sasala@dot.state.fl.us Narrative on Scope of Services Provided: Valerin primes this Districtwide contract to provide public information and community outreach services for transportation construction projects throughout District Four including Broward County. Activities include: development and implementation of public engagement and outreach strategies, developing/maintaining stakeholder databases; interacting with stakeholders, elected/appointed officials, media and interested parties; preparing/distributing project collateral; planning, coordinating and conducting public meetings, virtual public meetings, workshops and hearings; design and maintenance of FDOT compliant project websites and social media platforms; preparation of media kits, project logos and branding guides, videography and design including renderings and animations; drone video services including video capture and editing and social media content development. Reference No.3 Firm Name: ASHA Planning Contact Individual Name and Title: Poorna Bhattacharya, AICP, LEED AP, President, Project Manager Address: 13842 Briand Avenue, Orlando, FL 32827 Telephone: 850-321-7284 Contact's Email: poorna@ashaplanning.com Narrative on Scope of Services Provided: Valerin was selected as part of a team to provide social media strategy, social media content development, and continuing public involvement and community outreach activities for FDOT District Five. Valerin developed an enhanced Community Engagement and Integrated Media Strategy Plan for Mobility Week - a month-long initiative during which counties, cities, and transportation agencies host week-long events to promote safe and sustainable transportation choices through the nine-county Central Florida region. During the month-long initiative, Valerin produced program collateral as well as a social media calendar and social media content DocuSign Envelope ID: 1554E199-464F-4EE3-A0BE-CC668D83A19F toolkit for use on partner agency platforms. In 2017, Mobility Week partner agency participation increased from 16 to 45, the number of events increased from 19 to 36, free transit rides increased from 2,500 to 28,494, and 8,600 children were presented with bicycle and pedestrian safety information. Additional Reference Firm Name: Florida Department of Transportation (FDOT) - District Four Contact Individual Name and Title: Robert Bostian, Jr., PE, FDOT Project Manager Address: 3400 W Commercial Blvd, Fort Lauderdale, FL 33309 Telephone: 954-684-6151 Contact's Email: Robert.Bostian@dot.state.fl.us Narrative on Scope of Services Provided: This PD&E Study evaluates two facilities within the SW 10th Street corridor. One facility will address a regional connection between adjacent Strategic Intermodal System (SIS) facilities; the Turnpike / Sawgrass Expressway and 1-95. Improving this linkage will improve mobility and contribute to the economic vitality of Southeast Florida. Multimodal, pedestrian and bicycle features will also be included. The PD&E study involves evaluating various alternatives and comparing the engineering, social, and environmental effects of each alternative. Valerin is responsible for public involvement and outreach efforts, including the development and implementation of a detailed Public Involvement Plan (PIP), as well as coordination and preparation for Agency, Alternatives Public Meetings, Stakeholder Meetings,Virtual Stakeholder Updates and Public Hearings. SECTION 7 - STANDARD TERMS AND CONDITIONS The Standard Terms and Conditions are available at https://www.miamibeachfl.gov/city- hall/procurement/standard-terms-and-conditions/ By virtue of submitting a bid, bidder attests that they have read and understand the applicable Standard Terms and Conditions as indicated in the solicitation. Project No. 2020-118-WG DocuSign Envelope ID: 1554E199-464F-4EE3-A0BE-CC668D83A19F Project Title PUBLIC INFORMATION OUTREACH SERVICES RIGHT OF WAY AND FACILITIES CONSTRUCTION SECTION 8 - VENDOR CAMPAIGN CONTRIBUTIONS Bidders 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 https://library.municode.com/fl/miami_beach/codes/code_of_ordinances? nodeld=SPAGEORCH2AD_ARTVI ISTCODIV5CAFIRE Bidders 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 bid submittal, in the event of such non-compliance. Are there any individuals or entities (including your sub-consultants) with a controlling financial interest which have 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. ❑ YES 0 NO If yes, list name (first and last name) of individuals, occupation, amount and date: First and Last Name Contributor Occupation Amount Date of Contribution 1 2 3 4 5 6 7 8 9 SECTION 9 — SUSPENSION, DEBARMENT, OR CONTRACT CANCELLATION Has bidder ever been debarred, suspended or other legal violation, or had a contract cancelled due to non- performance by any public sector agency? ❑ YES ❑ NO If answer to above is "YES," bidder shall submit a statement detailing the reasons that led to action(s): SECTION 10 - EQUAL BENEFITS FOR EMPLOYEES WITH SPOUSES DocuSign Envelope ID: 1554E199-464F-4EE3-A0BE-CC668D83A19F 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 bids, 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. Does bidder provide or offer access to any benefits to employees with spouses or to spouses of employees? YES ❑ NO Does bidder provide or offer access to any benefits to employees with (same or opposite sex) domestic partners or to domestic partners of employees? ❑ YES ❑ NO 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. Bidder Provides for Bidder Provides for BENEFIT Employees with Employees with Bidder does not Spouses Domestic Partners Provide Benefit Health X X Sick Leave X Family Medical Leave X Bereavement Leave X X If Bidders 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 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.gov/city-hall/procurement/procurement-related-ordinance-and-procedures/ DocuSign Envelope ID:1554E199-464F-4EE3-A0BE-CC668D83A19F PUBLIC INFORMATION OUTREACH SERVICES FOR RIGHT OF WAY & FACILITIES CONSTRUCTION PROJECTS 2020-I I E3-WG Due:August 28,2020 by 3:00 PM ET THE CITY OF MIAMI BEACH PROCUREMENT DEPARTMENT 1755 Meridian Avenue,3rd Floor Miami Beach,Florida 33139 1. ( - •,''' . •a 1 ti. ) 0) , J i ■ / , T t , r . . r . . , i •. . ....II% ,._ .,. . , odisli Aiihts._ ft-4i , 0- -- .0.. . , • ' fir i . rms., -*,..- • �� • Nlb 4.14H,.,111111. 41mirl wolliti:- .4 , a % w Valerie Ciudad-Real,President __ - - . l valeriecaavalerin-group.com ' Valenn� 2945 W.Cypress Creek Road,Suite INVimiiii Create•Communicate•Connect Fort Lauderdale,FL 33309 *' ` www.valerin-group.com _ _ (954)656-6616 DocuSign Envelope ID: 1554E199-464F-4EE3-A0BE-CC668D83A19F • C --1-1\ 1E3 . . •filIIIMIa 0 \ , _. 1 1 ofir-c,„,,__,,,,,,„ . . \ . ,„ 4**, - ( -NIL ..1.:000:1111 .0,... . ., , _ , • f L. o p".fi ?i ` w, _ "zit 101W00 ._....ii / . I,Ii. 0 ._________,_______ .0itli ,_jolir . , , jiii-i7i-;iT, 1 limbb. ,. . 1 • `_I ' yr : ...,:s. , ' t4 41\ . 1' w i , _ ft!,0 alar" y��i � _ ..v- . .w .'�`_ _�"�C ,y.'' ^'.y.'1a-r' Oji; +1 1� �..�.- :w-` N; ^• _-_ wry ' -- yr.. 'j- DocuSign Envelope ID: 1554E199-464F-4EE3-A0BE-CC668D83A19F COVER LETTER City of Miami Beach Attn:Procurement 1755 Meridian Avenue 3rd Floor Miami Beach,FL 33139 RE: Bid 2020-118-WG Public Information Outreach Services For Right of Way and Facilities Construction Dear Evaluation Committee: The Valerin Group, Inc. (Valerin) is pleased to submit our Response demonstrating our experience, qualifications and approach for the Public Information Outreach Services for Right of Way and Facilities Construction contract.We understand the goal of this contract is to select a pool of qualified firms to provide Public Information Outreach(PIO)services for Citywide projects,including Right of Way and Facilities Construction Projects. Valerin is an independent, full-service strategic communications firm offering a complete suite of communications,marketing,and creative services including: • Bilingual Translations • Public Involvement,Event Planning and • Branding and Identity Development Community Engagement • Collateral Development • Public Relations • Graphic Design • Social Media Strategy and Management • Marketing and Communications Strategy, • Stakeholder Database Development and Planning,and Implementation Management • Media Relations • Videography,Photography and Visualization • Media Strategy,Planning and Placement Services • Mobile App Development • Website Design and Management(SEO/SEM) At Valerin we are passionate about our clients'communications needs and have the in-house expertise to develop innovative and practical solutions to today's complex communications challenges. Our talented and diverse staff have over 400 years of combined relevant experience and have worked on more than 600 public utility and transportation projects,programs and initiatives as well as campaigns for a variety of public sector clients including municipalities, counties, and state agencies such as the Florida Department of Transportation (FOOT). Our public relations, community involvement and customer service extends across all project phases and departments including planning, project development,design,design-build,traffic operations,safety,construction,and maintenance. Valerin is made up of a unique mix of professionals from diverse backgrounds and disciplines that include communications, advertising, social marketing, journalism, public relations, media and government relations, engineering, graphic design, website and mobile application development, and video production - all of which contribute to our ability to deliver comprehensive strategic Public Information Outreach Services for Right of Way and Facilities Construction Projects I 2020-118-WG DocuSign Envelope ID: 1554E199-464F-4EE3-A0BE-CC668D83A19F COVER LETTER communications,public information and creative services.Our team includes award-winning creative professionals that use a complete spectrum of visualization skills and tools to engage, inform and inspire the desired audience. We have successfully developed, implemented, and managed numerous communications, public information and community outreach, creative, and marketing plans and campaigns for a complete range of public-sector projects and initiatives both as a prime and in coordination with our A/F/C industry teaming partners.We are accustomed to working as an integrated team member and have extensive experience developing communications and public involvement scopes under task work order contracts and managing their implementation. In addition, Valerin currently serves as a sub- consultant providing Communications and Public Outreach support for the City of Miami Beach. Valerin was incorporated as a State of Florida S Corporation in 2006 and has been in continuous business for over 14 years.We are headquartered in Tampa with offices in Orlando,West Palm Beach and Fort Lauderdale,and registered with the State of Florida as a woman-owned company(Non-Certified Minority American Woman),certified as a Disadvantaged Business Enterprise(DBE)and Small Business Enterprise (SBE) with the Florida Department of Transportation (FDOT), and certified as a County Business Enterprise(CBE)with Broward County. Valerin will serve as the prime consultant for this contract,including one sub-consultant,Brizaga,Inc, as part of the team.Listed below is the contact information for Valerin's designated project manager and principal and authorized representative of Valerin with binding authority for this contract. Firm Name:The Valerin Group,Inc. Address:29145 W.Cypress Creek Road,Suite 1014,Fort Lauderdale,FL 33309 Phone Number: 954-656-6616 Project Manager: Cynthia McGrail Email Address:cynthiadavalerin-group.com Binding/Contract Authority:Valerie Ciudad-Real,President Email Address:valeriecOavalerin-group.com Website:wwwvalerin-group.com On behalf of our team, we sincerely appreciate your consideration of Valerin for this exciting opportunity and look forward to providing the City of Miami Beach with integrated and comprehensive communications and creative services as part of your Public Information Outreach Services for Right of Way and Facilities Construction contract.We are confident our talented team of professionals will meet your needs and exceed your expectations. Sincerely, 6141.02A:LeCiA.44ARet-C Valerie Ciudad-Real President,The Valerin Group Inc. Public Information Outreach Services for Right of Way and 2 Facilities Construction Projects 12020-118-WG DocuSign Envelope ID:1554E199-464F-4EE3-A0BE-CC668D83A19F 41=, 0 TABLE OF CONTENTS Tn Cover Letter I 0E Table of Contents 3 \ T�H Organizational Chart 14 W / Relevant Experience (Prime) 5 T VV O Relevant Experience (Sub-consultant) II O Project Manager 13 Public Information Liaison 15 Additional Team Bios 18 77\H ,�N�, v1,L�1 & Methodology 22 TREE ) P Bid Submittal Questionnaire 32 E \ m„ x Public Information Outreach Services for Right of Way and Facilities Construction Projects 12020-118-WG DocuSign Envelope ID: 1554E199-464F-4EE3-A0BE-CC668D83A19F C co ' „I„,,,q - . ..0.- .,....„ . . . . .... ,i..ti .. . ...., 55555115i■s 1185101155m . e t ■®951 . IMIIIIIIa�..y 's•r5 a a.,. 211 ® IIIlR• N. ��m'.2- �:P. 5m., .....,,__r�� .w B5[�- , 3112 1t f.. !L= 311 .0:1[._•1 .l�-moi ••te_•••••r =55 JJ®R �� - .mn •. 1 1r , U_161J1. '_ y lM_...•-• Lipiryt yTt• ' - [ g .�!, fi •• r , . _�l c -- di I_, ';Vc 1 - s *. , r„,..,006,0706.....,...., y. - a '� '— . ' —3... _ - - ” �,,.�. l■1g, L, .l ..Im�A _ — .NO�`�!�'3 _ ._ . •y � S DocuSign Envelope ID:1554E199-464F-4EE3-A0BE-CC668D83A19F 119 ORGANIZATIONAL CHART MIAMI BEACH Principal-in- Technical Liaison ChargeI1F144' Valerie Ciudad Real William Ciudad-Real,PE Project Manager Cynthia McGrail Graphic Designer Public Information Assistant Public Chuck Thompson Liaison Information Liaison Nanea Marcial Carlos Garcia Support Staff Tiffani Wilshire B '.IZAGA ssm.eerwre�n.•sin. Christine Girardin Emma Long Dakota Larsen Alec Bogdanoff,Ph.D. Jim Larsen Michael Antinelli,PE,CFM Kenny Gil Michelle Simmons Public Information Outreach Services for Right of Way and Facilities Construction Projects I 2020-118-WO DocuSign Envelope ID: 1554E199-464F-4EE3-A0BE-CC668D83A19F 45) RELEVANT EXPERIENCE The Valerin Group, Inc. (Prime) low Since 2006,as both a prime communications consultant and specialized sub-consultant to our A/E/C industry teaming partners,Valerin has successfully developed,implemented,and managed hundreds of public involvement,public information,community outreach,creative,communications and marketing plans and campaigns that have promoted public trust and project acceptance. We know how to effectively reach our target audience on behalf of our public sector clients,we know communication protocols and procedures,and how to work both internally and externally as a proactive,collaborative, and integrated team member on both a project-specific and task work order basis. Our proposed team for this project includes seasoned communications and creative professionals with more than 400 years of combined experience and who have worked on over 600 transportation and public utility projects,initiatives,and campaigns,covering every stage of program and project delivery. In addition,Valerin's dedication and commitment to providing top-notch quality service has resulted in several FDOT projects being awarded the Florida Transportation Builders'Association(FTBA)Award for Outstanding Community Awareness as well as ACEC,AASHTO,and DBIA recognition. In addition, Valerin recently received Tampa Bay's PRestigious Award for Community Relations for the North Palm River Drinking Water Design-Build project.Our clients confidently turn to Valerin time and time again to support both in-house and consultant public engagement and outreach needs requiring accelerated planning or community sensitive engagement. Valerin has successfully led similar task work order-based communications contracts for municipality, county,and state agencies,and currently primes numerous public sector contracts.We also serve as a sub-consultant providing communications and creative services for a variety of projects and initiatives throughout Florida.A sampling of our project experience is listed below and expanded upon in our Similar Experience located in this section(Tab 2). • Center for Urban Transportation Research (CUTR) I FDOT — "Alert Today, Alive Tomorrow" Safety Campaign,"Can You See Me Know" • City of Miami-Mary Brickell Village&SWI Avenue Roadway&Drainage Improvements Project • City of Miami Beach-Economic Development Consultant Services • City of Miami Beach-Chase Avenuef34th Street Shared Use Path Feasibility Study • City of Tampa/Channel District Improvements Project(Sub-consultant) • City of Tampa / Cypress Street Outfall Regional Stormwater Improvements Design-Build (Sub- consultant) • City of Tampa I FY19 CIP Water Main Improvements Design-Build(Sub-consultant) • City of West Palm Beach I Capital Improvements Program (CIP) Community Outreach Consultant Contract(Prime) • FDOT District One I Districtwide Public Involvement Services Contract(Prime) • FDOT District One I Commute Connector(Sub-consultant) • FDOT District Four I Districtwide Public Communications for Construction Projects Contract (Prime) • FDOT District Five/Districtwide Community Awareness Consulting Services Contract(Prime) • FDOT District Five I$2.3 Billion I-4 Ultimate Improvements Project(Sub-consultant) • FDOT District Six,Miami-Dade County-US-I Corridor Study Coral Reef Drive to 1-95 Public Information Outreach Services for Right of Way and 5 Facilities Construction Projects 12020-118-WG DocuSign Envelope ID: 1554E199-464F-4EE3-A0BE-CC668D83A19F RELEVANT EXPERIENCE The Valerin Group, Inc. (Prime) • FDOT District Six,Brickell Avenue Bridge Replacement(early to mid-1990's) • LYNX—SR 1436 Transit Corridor Study I Public Involvement and Outreach(Sub-consultant) • Hillsborough Area Regional Transit Authority(HART)—Outreach for Network Evaluation!SSPICOA (Prime) • HART—10 YR Transportation Develop Plan I Public Involvement and Outreach(Sub-consultant) • Palm Tran—General Planning Services Contract/Marketing Services(Prime) • Palm Tran—10 YR Transportation Development Plan and Comprehensive Operational Analysis(Sub- consultant) • Pasco County I General Planning Services Contract I Communications and Public Involvement (Prime) • Tampa Bay Area Regional Transit Authority(TBARTA)—General Services Contract I Public Relations, Marketing,Advertising and Outreach(Prime) Our public information and community outreach efforts supporting the FDOT District Four Broward Operations Center through our Districtwide Public Communications for Construction Projects contract also add to our depth of experience providing these services.Valerin community outreach specialists currently manage communications and public outreach for over fifteen active roadway construction, safety,and mobility improvement projects.Our experience with this consistent volume of work in this active ops center has required us to streamline internal processes and procedures,and has allowed us to employ innovative communication solutions such as Virtual Public Meetings(VPM),construction update videos and visualization techniques using our drone and 360 degree cameras. In addition to our transportation experience, Valerin provides outreach and communications for a number of sustainability and resiliency projects throughout the state of Florida. We recognize the communications challenges that can occur during these types of projects and initiatives and have selected a sub-consultant partner to provide additional technical expertise for special projects. Brizaga, Inc., has worked with the City of Miami Beach and provides specialized communications and outreach support for water,infrastructure,and sustainability projects. Brizaga has staff that specialize in flooding and sea level rise communications, as well as world-class partners that focus on science communication and public outreach.They will be available to simplify the complexities of sea level rise and to provide clear and concise messaging. Brizaga has also worked with the City of Miami Beach to develop a Business Case for Stormwater Resilience Investments which is detailed in our project experience. Public Information Outreach Services for Right of Way and Facilities Construction Projects I 2020-118-WG DocuSign Envelope ID: 1554E199-464F-4EE3-A0BE-CC668D83A19F RELEVANT EXPERIENCE The Valerin Group, Inc. (Prime) Southern Boulevard Bridges Replacement Client:Florida Department of Transportation(FDOT)-District Four Description I Scope of Services: The Southern Boulevard (SR 80) Bridges Replacement Project includes replacing the existing bascule (draw)bridge and tide relief bridge overthe Intracoastal Waterway(ICWW)and Lake Worth Lagoon between the Town of Palm Beach and the City of West Palm Beach.The project limits are between Washington Road in West Palm Beach and State Road AIA/South Ocean Boulevard in Palm Beach. New decorative lighting,pedestrian features,traffic signals,signage and drainage are included.A temporary bridge has been built to the north of the existing bridge to maintain traffic while the replacement bascule bridge is under construction.Construction began April 3,2017 and will last until early 2021.Construction cost is$93 million.For this project,Valerin leads the public information efforts including coordinating and conducting public information meetings,meeting one on one with businesses,residents and other stakeholders,developing and distribution project information and weekly updates,developing and maintaining the project website,media relations,and producing video updates. This project requires continuous coordination and communication with the United States Secret Service due to '�-- the project being located next to Mar-a-Lago(the Winter White House for POTUS). Valerin's community outreach specialist a • received a"Certificate of Recognition"from the United States Secret Service for her outstanding coordination efforts. - Staff Involved Chuck Thompson Nanea Marcia) N ' `t• " rC Carlos Garcia r Tiffani Wilshire "-Lill'� Valerie Ciudad-Real William Ciudad Real Kenny Gil Client Project Manager Matt Carlock 954-777-4439 Matthew.Carlockia dot.state.fl.us Cost of Services $1,251,395 Contract Term 2017-2021 Public Information Outreach Services for Right of Way and Facilities Construction Projects 12020-118-WG DocuSign Envelope ID: 1554E199-464F-4EE3-A0BE-CC668D83A19F RELEVANT EXPERIENCE The Valerin Group, Inc. (Prime) Broward and Palm Beach Construction Operations Client:Florida Department of Transportation(FDOT)-District Four Description I Scope of Services: Valerin primes this Districtwide contract to provide public information and community outreach services for transportation construction projects throughout District Four including Broward County. Activities include: development and implementation of public engagement and outreach strategies; developing/maintaining stakeholder databases; interacting with stakeholders, elected/ appointed officials,media and interested parties;preparing/distributing project collateral;planning, coordinating and conducting public meetings, virtual public meetings, workshops and hearings; design and maintenance of FDOT compliant project websites and social media platforms;preparation of media kits,project logos and branding guides,videography and design including renderings and animations; drone video services including video capture and editing and social media content development. Staff Involved Client Project Manager Cynthia McGrail Stacey Sasala Nanea Marcia) 954-777--4382 Carlos Garcia Stacy.Sasalada dot.state.fl.us Chuck Thompson Tiffani Wilshire Cost of Services Valerie Ciudad-Real $1,251,395 William Ciudad-Real Contract Term Dakota Larsen 2017-2021 Kenny Gil Emma Long Public Information Outreach Services for Right of Way and 8 Facilities Construction Projects I 2020-118-WG DocuSign Envelope ID:1554E199-464F-4EE3-A0BE-CC668D83A19F RELEVANT EXPERIENCE The Valerin Group, Inc. (Prime) Mobility Week Client:Florida Department of Transportation(FDOT)-District Five Description I Scope of Services: Valerin was selected as part of a team to provide social media strategy, social media content development,and continuing public involvement and community outreach activities for FDOT District Five.Valerin developed an enhanced Community Engagement and Integrated Media Strategy Plan for Mobility Week-an initiative during which counties,cities,and transportation agencies host week- long events to promote safe and sustainable transportation choices through the nine-county Central Florida region. During this initiative,Valerin produced program collateral as well as a social media calendar and social media content toolkit for use on partner agency platforms.In 2017,Mobility Week partner agency participation increased from 16 to 45,the number of events increased from 19 to 36, free transit rides increased from 2,500 to 28,494,and 8,600 children were presented with bicycle and pedestrian safety information. Staff Involved Cost of Services Cynthia McGrail 5142,843 Chuck Thompson Tiffani Wilshire Contract Term Valerie Ciudad-Real 2016-2020 Client Project Manager Poorna Bhattacharya,AICP Asha Planning Consultancy,Inc.'Orlando (Valerin-Sub-consultant) 850-321-7284 Poornafa ashaplanning.com A1ert/oda) 1 .l• �boek,tam/ Grab your bike for a ,. — scenic ride around town. J' vou'Il be entered to win creat orizes `t tint �..� - Jom the Mobility Week Min-M Up Chellerge ,�'' BICYCLIST.* PEDF J ! . IS IMPOF I <' jay- , ■i (/' (and gl �\\ 1„a" .28 NOv3 2017 g • ,�.n��w....�.... r y� volved by nding or organizing an event- -t- , • w to promote safe walking, cycling.transit or ridesharing. Public Information Outreach Services for Right of Way and Facilities Construction Projects I 2020-118-WG DocuSign Envelope ID:1554E199-464F-4EE3-A0BE-CC668D83A19F RELEVANT EXPERIENCE The Valerin Group, Inc. (Prime) SR 869/SW IOth Street Connector from Florida's Turnpike/ Sawgrass Expressway to SR 9/1-95 PD&E Study Client:Florida Department of Transportation(FDOT)-District Four(Sub-consultant to HNTB) Description I Scope of Services: This PD&E Study evaluates two facilities within the SW 10th Street corridor. One facility will address a regional connection between adjacent Strategic Intermodal System (SIS) facilities; the Turnpike/ Sawgrass Expressway and 1-95. Improving this linkage will improve mobility and contribute to the economic vitality of Southeast Florida.Multimodal,pedestrian and bicycle features will also be included. The PD&E study involves evaluating various alternatives and comparing the engineering, social, and environmental effects of each alternative.Valerin is responsible for public involvement and outreach efforts,including the development and implementation of a detailed Public Involvement Plan(PIP),as well as coordination and preparation for agency,alternatives public meetings,stakeholder meetings, virtual stakeholder updates and public hearings. Staff Involved Cost of Services Cynthia McGrail $196,799 Chuck Thompson Nanea Marcial Contract Term Tiffani Wilshire 2016-2021 Kenny Gil Client Project Manager Robert Bostian,Jr.,PE 954-684-6151 Robert.Bostianfa dot.state.fl.us Public Information Outreach Services for Right of Way and I 0 Facilities Construction Projects I 2020-118-WG DocuSign Envelope ID: 1554E199-464F-4EE3-A0BE-CC668D83A19F RELEVANT EXPERIENCE Brizaga, Inc. (Sub—consultant) City of Miami Beach Business Case Client:City of Miami Beach Description(Scope of Services: Brizaga joined the ICF team in developing a study that evaluates various types of personal and city- wide adaptation strategies for the City of Miami Beach.The goal of the study is to communicate the business case for stormwater resilience investments in Miami Beach.Brizaga delivered science-based communication behind the cost and benefit of individual adaptation as it relates to sea level rise and resilience.Additionally, the Brizaga team led the breakdown of key findings, models, and associated risks through the development of communication materials. Staff Involved Cost of Services Alec Bogdanoff(Scientist/Outreach Manager $20,000 Michael Antinelli(Resilience Engineer Contract Term Client Project Manager 2017-2020 Amy Knowles 305-673-7000 amyknowlesfa miamibeachfl.gov Stormwater Master Plan Client:City of Miami WI MAGBE Consulting Description I Scope of Services: Brizaga worked alongside MAGBE Consulting Services,Inc.to manage the outreach and education associated with the City of Miami's Stormwater Master Plan.The plan prioritized w—Pr -MIP developing essential coastal drainage infrastructure, incorporating a combination of • traditional and innovative natural based solutions,and the implementation of requisite stormwater management practices. Brizaga served as the project manager for the communication and outreach efforts and focused on effectively communicating the ; - '-111 complexities pertaining to the Stormwater Master Plan. • Staff Involved Cost of Services Alec Bogdanoff(Scientist/Outreach Manager $104,000(for Outreach Team) , ..may .+►` Michael Antinelli I Resilience Engineer " ~_ Contract Term �'0 Project Manager Client er 2019-2020 g • Sylejman Ujkani 305-416-1267 sujkanifa miamigov.com Public Information Outreach Services for Right of Way and Facilities Construction Projects 12020-118-WG DocuSign Envelope ID: 1554E199-464F-4EE3-A0BE-CC668D83A19F RELEVANT EXPERIENCE Brizaga, Inc. (Sub—consultant) Stormwater Master Plan Update Client:City of Ormond Beach Description I Scope of Services: As a leading voice in sea level rise, Brizaga provided assistance in the development of requisite stormwater planning and management processes. Specifically, Brizaga assisted in identifying future stormwater infrastructure needs, the selection of appropriate sea level rise curves, and the communication of relevant findings through public outreach meetings. Moreover,the team provided adaptation and mitigation strategies for long-term implementation and key insight to the preparation of the final draft version of the Stormwater Master Plan Update. Staff Involved Alec Bogdanoff 1 Scientist/Outreach Manager Michael Antinelli►Resilience Engineer • ■ Client Project Manager Alex Schumann 386-676-3302 Alexschumann cUormondbeach.org Cost of Services ' '/ i $20,780 Contract Term 2018-2020 Public Information Outreach Services for Right of Way and 12 Facilities Construction Projects I 2020-118-WG DocuSign Envelope ID: 1554E199-464F-4EE3-A0BE-CC668D83A19F 119 CYNTHIA MCGRAIL w j Project Manager For this contract,Valerin is proposing Cynthia McGrail to serve as our team's Project Manager.Cynthia brings over 25 years of extensive strategic communications, marketing, media, and management expertise to her role as Valerin's south Florida Regional Director. Cynthia has a solid track-record developing branding,marketing,communications,and outreach strategies for over 200 social impact campaigns that have promoted awareness and public engagement for sustainability,transportation, educational, and health initiatives. During her career,she has managed brand development for both public and private sector clients and as the Director of Marketing and Public Relations for Metropia, developed a successful U.S.launch strategy for the Metropia mobile app. Since joining Valerin in 2017, Cynthia has been responsible for marketing and business development activities in south Florida,writing communications and marketing plans, developing, and managing scopes and budgets for numerous projects and initiatives, and providing overall management and leadership for our south Florida team.Cynthia also oversees and manages staff and task assignments for Valerin's FDOT District Four Districtwide Public Communications for Construction Projects contract. For this task work order contract,Valerin provides public information,community outreach and creative services for transportation construction projects for FDOT's Broward and Palm Beach Operations. In addition,she served as a public relations and community outreach specialist for the Wave Streetcar project in Fort Lauderdale.This project was a 2.8-mile light rail streetcar circulator intended to serve downtown Fort Lauderdale. Cynthia has also developed integrated media strategies and campaigns for numerous special events, including mobility programs such as FDOT District Five's Mobility Week.In addition,Valerin was engaged in 2019 to reimagine the brand identity for FDOT District One's Regional Commuter Assistance Program. This also included development of a new website and producing a two-year strategic marketing plan. Cynthia led the strategic brand and identity development process including audience research,name generation and logo development.In Phase II of the project,she created a two-year integrated marketing communications plan that included audience research and surveys, developing key performance metrics,maximizing a new rideshare mobile app, updating social media and engaging employers and stakeholders.The updated brand"Commute Connector"launched in June 2019. Cynthia has a Bachelor of Science degree in Technical Writing and Editing from Texas Tech University in Lubbock,Texas.She is also certified as a National Charette Institute (NCI) Charette Facilitator and has participated in FDOT Public Involvement Training courses.Cynthia's hands-on management style and close interaction with Valerin's south Florida communications team ensures the highest level of customer service for our clients. Cynthia's relevant project experience is located on the following page. Public Information Outreach Services for Right of Way and 13 Facilities Construction Projects 12020-II8-WG DocuSign Envelope ID: 1554E199-464F-4EE3-A0BE-CC668D83A19F CYNTHIA MCGRAIL Project Manager Relevant Project Experience Districtwide Public Communications Services for Miscellaneous Construction Projects,FDOT District Four,Broward and Palm Beach Counties,FL:Since 2017 to present,Valerin provides public information and creative services for construction projects throughout Broward and Palm Beach counties.Cynthia oversees staff and assignments and manages the OAIOC process for this task work order contract. Commuter Assistance Program,FDOT District One,Polk County:FDOT District One's Regional Commuter Assistance Program reestablished all aspects of operations,marketing,communications,and outreach for the program.As a sub-consultant,Valerin was engaged to reimagine the brand identity,develop a new website,and create a two-year strategic marketing plan for the program.Cynthia led the strategic brand and identity development process including audience research, name generation and logo development.In Phase II of the project,she created a two-year integrated marketing communications plan that included audience research and surveys,developing key performance metrics,maximizing a new rideshare mobile app,updating social media and engaging employers and stakeholders. The updated brand"Commute Connector"launched in June 2019. Wave Streetcar,FDOT District Four,Fort Lauderdale,FL The Wave Streetcar was intended to be a 2.8- mile light rail streetcar circulator serving Downtown Fort Lauderdale as a part of a planned regional transportation system.It was planned to integrate with a full spectrum of mobility options including rail,commuter,and community buses,rideshare services,biking,and walking.Cynthia served as a public relations and community outreach specialist for this project,developing social media strategies for the Wave Streetcar and supporting communications committee initiatives. She was responsible for social media platform management and coordination with FDOT,ensuring that all content was approved and followed the FDOT Social Media Guidelines. Mobility Week, FDOT District Five: Mobility Week is an initiative during which counties, cities, and transportation agencies host events to promote safe and sustainable transportation choices through the nine-county Central Florida region. Cynthia served as the project manager and developed an enhanced community engagement and integrated media strategy for FDOT. She managed project staff,schedules,and deliverables to successful completion. Hillsborough Metropolitan Planning Organization(MPO),Hillsborough County:Valerin served as a sub- consultant and developed the Public Engagement Strategy (PES) to support their 20145 Long Range Transportation Plan (LRTP).Cynthia served as a marketing/communications and public engagement strategist for the project. Public Information Outreach Services for Right of Way and I 4 Facilities Construction Projects I 2020-118-WG DocuSign Envelope ID: 1554E199-464F-4EE3-A0BE-CC668D83A19F tA NANEA MARCIAL Public Information Liaison Nanea Marcia) is being proposed as our team's Public Information Liaison for this contract.She is a versatile,bilingual communications professional with over 17 years of government affairs and public relations experience in both the public and private sectors. As a former chief of staff to several members of the Florida Senate and Florida House of Representatives, Nanea oversaw legislative and budget programs at the state and local levels, handled bilingual media and press communications, and consulted on policy and public relations strategies regarding statewide issues.Currently, Nanea serves as one of Valerin's community outreach specialists providing public engagement, outreach and translation services for municipal and state transportation and infrastructure projects in south Florida. As a community outreach specialist,Nanea develops and implements communications and outreach plans for municipal, county and state agencies, including FDOT She also maintains stakeholder databases, manages key stakeholder relationships, creates content for collateral materials such as fact sheets,press releases, PowerPoint presentations, notifications,flyers,etc.,and provides written and verbal English to Spanish translations as needed. In addition, Nanea coordinates and conducts public meetings, public hearings, and workshops, and works closely with client partners to promote project acceptance and public trust. Nanea has extensive experience working on a variety of projects in south Florida,including planning, PD&E studies,design,design-build,and construction.For example,she currently leads the community outreach efforts and key stakeholder engagement initiatives for FDOT District Four's SR 869/SW 19th Street Connector from Florida's Turnpike/Sawgrass Expressway to SR 9/1-95 PD&E study.As part of her responsibilities,she also assists Valerin's creative team with the coordination and production of Virtual Public Meetings and Webinars for this project.During her career,Nanea has also worked on projects in the Miami area,including the Chase Avenue/34th Street Shared Use Path Feasibility Study(City of Miami Beach),the US-I Corridor Study from Coral Reef Drive to 1-95 (FDOT District Six), and currently serves as the community outreach specialist for the Mary Brickell Village & SW I Avenue Roadway& Draining Improvements project(City of Miami). Nanea attended Florida State University where she received a Bachelor of Science degree in Multinational Business and a Bachelor of Arts in International Affairs. She has participated in FDOT Public Involvement courses,including FDOT PD&E 101,and is ADA Accessible Documents certified. Nanea's relevant project experience is located on the following page. Public Information Outreach Services for Right of Way and 15 Facilities Construction Projects I 2020-118-WG DocuSign Envelope ID: 1554E199-464F-4EE3-A0BE-CC668D83A19F NANEA MARCIAL Public Information Liaison Relevant Project Experience SR 869/SW 10th Street Connector from Florida's Turnpike!Sawgrass Expressway to SR 911-95,FDOT District Four,Broward County,FL:This PD&E Study evaluates two facilities within the SW 10th Street corridor.One facility will address a regional connection between adjacent Strategic Intermodal System (SIS)facilities;the Turnpike/Sawgrass Expressway and 1-95.An improved local SW 10th Street facility will address existing operational and safety deficiencies along SW 10th Street between Florida's Turnpike Sawgrass Expressway and SR 9/1-95.Multimodal,pedestrian and bicycle features will also be included. Nanea leads the public involvement and community outreach efforts as well as key stakeholder engagement initiatives for the project,including providing assistance to Valerin's creative team for the production of Virtual Public Meetings and Webinars. Districtwide Public Communications for Construction Projects,FDOT District Four: Nanea provides community outreach and Spanish translation support as needed for this districtwide contract.Valerin provides community outreach for construction projects in Broward and Palm Beach counties. Pedestrian Improvements Along NW 24th Avenue, NW 22nd Avenue, NW 19th Avenue, NW 18th Terrace,NW 29th Street,NW 28th Street,NW 27th Street (west of 21st Avenue),and NW 27th Street (east of 21st Avenue) Design Project, FDOT District Four,City of Oakland Park,Broward County, FL: This project includes pedestrian improvements in the Lakeside neighborhood that consists of adding 5-foot concrete sidewalks at gap locations at various locations.Nanea serves as the lead community outreach specialist providing public involvement services including developing and implementing the Community Awareness Plan(CAP). SW 148th Avenue from SW 52nd Drive to SW 48th Court/Bass Creek Road Design Project,FDOT District Four,City of Miramar,Broward County,FL:This project includes construction of a roundabout at the intersection of SW 148th Avenue and Bass Creek Road and construction of a multi-use path on the east side of SW I48th Avenue from the Coral Cove Elementary School pedestrian entrance to Bass Creek Road.The project also includes minor roadway widening,the inclusion of a chain link fence between the canal and the proposed shared-use path, drainage, lighting, signalization, signing and pavement markings.Nanea leads the public involvement efforts for the project. SR 25/US 27 Safety Improvements at Various Locations,FDOT District Four,City of South Bay,Palm Beach County, FL: The project includes various miscellaneous safety enhancements along a rural section of State Road 25/US 27,a four-lane divided highway, located within the City of South Bay and unincorporated western Palm Beach County.Nanea serves as the lead community outreach specialist for the project and is responsible for producing the Community Awareness Plan (CAP) Level One, developing the stakeholder list,preparing notifications to be provided to the public and attending local agency meetings as well as preparing the meeting summary. State Road 25/US 27 from Hendry/Palm Beach County Line to State Road 80/East Palm Beach Road Design Project, FDOT District Four, City of South Bay, Palm Beach County, FL: This project entails milling and resurfacing a section of State Road 25/US 27.Within the project limits, the corridor is a four-lane divided roadway located in unincorporated western Palm Beach County and the City of South Bay.Nanea serves as the community outreach specialist responsible for developing and updating the Community Awareness Plan (CAP) Level 2, developing and maintaining the stakeholder mailing list, preparing content for notifications,coordinating and attending public meetings and preparing meeting summary,and attending local agency meetings. Public Information Outreach Services for Right of Way and 16 Facilities Construction Projects I 2020-118-WG DocuSign Envelope ID: 1554E199-464F-4EE3-A0BE-CC668D83A19F NANEA MARC IAL Public Information Liaison Chase Avenue/34th Street Shared Use Path Feasibility Study, City of Miami Beach, Miami Beach, FL: Nanea served as the Senior Public Information Specialist on this project,which improves non- motorized transportations connectivity,developing a safe,multi-use,citywide bicycle and pedestrian network in the Chase Avenue area of the City of Miami Beach. Nanea conducted door-to-door operations and handled all Spanish edits and translations of collateral materials. She was also responsible for database creations, identifying area stakeholderslelected officials, and assisting with the coordination and set-up of public meetings. US-1Corridor Survey Coral Reef Drive to 1-95,FDOT District Six,Miami-Dade County,FL:The FDOT initiated a corridor study along SR 5/US I/Dixie Highway from SR 922/SW 152 Street/Coral Reef Drive to 1-95, in Miami-Dade County.Several months into the study,the southern study limit changed to SR 94/SW 88 Street/Kendall Drive to align with the Miami-Dade County Transportation Planning Organization's(TPO) ongoing Strategic Miami Area Rapid Transit Plan(SMART)efforts.The study included existing conditions analyses that identified recurring congestion locations and evaluated multimodal transportation improvement needs based on future travel demand and, as a final product,will identify conceptual improvements that address transportation needs along the SR 5/US I corridor. Nanea served as the community outreach specialist for the project Public Information Outreach Services for Right of Way and 17 Facilities Construction Projects 12020-118-WG DocuSign Envelope ID: 1554E199-464F-4EE3-A0BE-CC668D83A19F 43) ADDITIONAL TEAM BIOS Valerie Ciudad-Real,President I Chief Executive Officer Role for Contract:Principal in Charge I QAIQC As President and founder, Valerie directs Valerin's mission, vision, and values. Valerie has extensive expertise in strategic planning,contract negotiations,staff utilization,and new business development. During her 29-year career, she has developed and implemented public participation programs and community awareness plans for public sector clients, including municipalities, counties,expressway and transit authorities, and planning and state agencies such as FDOT. She has provided public engagement and outreach on numerous transportation and public utilities projects and initiatives and served as the assistant public involvement manager for the high-profile FDOT$2.3 billion I-4 Ultimate Improvement project in the Orlando area.Valerie manages task work order contracts led by Valerin, including several public involvement and community awareness contracts with FDOT, and she leads Valerin's QA/OC program. Her leadership and commitment to excellence guides the Valerin team to perform to the highest standards on behalf of their clients. William Ciudad-Real,PE,Chief Operating Officer Role for Contract:Technical Advisor I Transportation&Infrastructure William has over 35 years of diverse experience in the AIM transportation industry and has served as a Senior Project Engineer and in leadership roles for major engineering and construction firms with a focus on the development and delivery of transportation infrastructure solutions in Florida. He has led numerous initiatives to develop and support the advancement of both organizational and project development interests for a full range of engineering and construction services for rail and transit,bridge and highways and aviation sectors.He brings a broad range of technical understanding of the different project disciplines and their objectives and has been responsible for the management, direction and oversight of planning and engineering projects through the complete contracting and delivery life cycle. Chuck Thompson Role for Contract:Creative Director I Graphic and Website Design I FAA Certified Drone Pilot Chuck has more than 35 years of extensive experience serving as a creative director providing creative services,including graphic and website design and visualizations(Virtual Reality,etc.)for a wide range of public sector clients,including the FDOT,counties,expressway and transit authorities,and planning agencies. He offers marketing and visual communication solutions for planning,design,design-build and construction projects and prides himself in his problem-solving abilities through design. His designs allow the public to identify and connect with the client's message to promote successful results. He specializes in both traditional and digital media solutions and is the recipient of multiple gold and silver Addy awards,as well as a Clio Award for his past design work.In addition,Chuck produces and directs Virtual Public Meetings using a variety of platforms including,GotoWebinar,MS Teams Live Events,Zoom and BigMarker. Public Information Outreach Services for Right of Way and 18 Facilities Construction Projects I 2020-118-WG DocuSign Envelope ID:1554E199-464F-4EE3-A0BE-CC668D83A19F ADDITIONAL TEAM BIOS Carlos Garcia Role for Contract:Assistant Public Information Liaison I Bilingual Translations Carlos' professional experience includes providing public relations, community outreach, Spanish translations and project management support for transportation and public infrastructure projects for public sector clients.Prior to joining Valerin,he worked as a consultant for the Florida Power and Light Storm-Secure Underground Pilot Program and was responsible for providing communications and outreach,data management and planning support for construction projects.He has also served as a community outreach specialist(sub-consultant)for FDOT Districts Four and Six,providing public involvement and community outreach support for planning and design projects. Carlos is adept at developing and implementing communications and outreach plans, creating collateral materials, engaging with the public,coordinating public meetings,and managing stakeholder databases.Carlos also organizes and provides Spanish translation services for Virtual Public Meetings. Tiffani Wilshire Role for Contract:Social Media Specialist Tiffani is an experienced communications professional with a passion for relationship-building,public engagement and achieving client outreach goals and objectives.With over 12 years of diverse public relations,community outreach, and social media management experience,Tiffani has developed and implemented community outreach and social media plans for mobility and roadway improvement construction projects throughout Palm Beach,Broward,and Miami-Dade counties.She also has an in- depth understanding of the collaboration process necessary to educate,promote and facilitate public understanding and acceptance of a project.Tiffani currently provides social media content strategy, and content development and management for state,county,and local municipality projects. Christine Girardin Role for Contract:Copywriter I Communications Specialist Christine Girardin brings 23 years of experience in communications, copywriting, editing, research, and graphic design. In the past 13 years, she has established a reputation as a reliable and credible communications specialist. In addition, she is a former print journalist and served as a public information officer for the South Florida Water Management District and Florida's Turnpike Enterprise. Additionally, her skillset includes Adobe Creative Suite,Microsoft Office and leveraging various social media platforms for public involvement and outreach efforts. Emma Long Role for Contract:GIS Specialist I ADA Document Compliance Emma has over four years of transportation experience, including providing public involvement and community outreach support for numerous FDOT projects.She is adept at preparing presentations and project documents,including the use of GIS programs.Currently,Emma assists with coordinating and attending public meetings and hearings,developing collateral such as notifications,maps,fact sheets and mailing lists, and identifying ADA compliant public meeting venues. She also attends progress meetings,performs grassroots outreach,and tracks stakeholder correspondence.Her ability to adapt, her attention to detail,and sensitivity to the sociopolitical climate, ensures that all public outreach activities are performed with professionalism and understanding.Emma has also taken training and is certified to convert documents to meet ADA compliancy(USU Accessible Documents-ADA Compliancy). Public Information Outreach Services for Right of Way and 19 Facilities Construction Projects 12020-118-WG DocuSign Envelope ID:1554E199-464F-4EE3-A0BE-CC668D83A19F ADDITIONAL TEAM BIOS Dakota Larsen Role for Contract:Multimedia Specialist I Videographer As a gifted multimedia specialist and videographer,Dakota brings both her creative vision and expertise to the Valerin team through video production in order to visually support our clients' marketing and communication needs.Dakota specializes in all aspects of video production including research,script writing,filming,and editing,and has a keen eye for capturing just the right image for videos,social media efforts,video brochures,newsletters,and marketing and promotional material.She has been involved in the creative design of videos ranging from producing:30 second spots for a national campaign on Alzheimer's to videos for the Department of Homeland Security. She was also the cinematographer and editor for"The Skyway Bridge Disaster,"a 60-minute documentary that centered on Tampa's 1980 bridge collapse(now available to rent on Amazon Prime).Currently,Dakota produces one to two-minute transportation and/or public utility construction update videos for public sector projects. Dakota graduated from Florida Atlantic University with a Bachelor of Arts degree in Film and Multimedia Studies. Jim Larsen Role for Contract:Sr.Multimedia I Communications Specialist Before bringing his talent behind the camera,Jim spent two decades as an on-air reporter in the Tampa Bay market covering headline stories.For the past 25 years,he has developed his expertise in all aspects of video production,including research,script writing,filming,directing,and producing.Jim also has a unique talent for creating a vision by capturing powerful images that tell our clients'stories.He has filmed,directed,produced,supervised,and managed video production projects throughout the state of Florida as well as the nation, including producing videos for the Department of Homeland Security and:30 second spots for campaigns including a national campaign on Alzheimer's.Jim also managed the production of FDOT's 82.3B I-4 Ultimate Improvements Project video that was shown at an Industry Forum attended by over 1,200 industry professionals and the media. He was also a cinematographer and director for"The Skyway Bridge Disaster,"a 60-minute documentary that centered on Tampa's 1980 bridge collapse(now available to rent on Amazon Prime).Jim is a Silver Telly award-winner and member of the prestigious Silver Council;nationally recognized for his outstanding creative talents for a variety of special projects, documentaries, public service announcements, and corporate and promotional presentations.Jim is a graduate of Florida State University with a Bachelor of Arts degree and Major Course Study in Mass Communications,Journalism,Public Relations and Film Making. Kenny Gil Role for Contract:Multimedia Specialist I Audio Engineer As a talented website developer/designer,multimedia specialist and audio engineer,Kenny brings both creative and technical expertise to support our clients' communication needs. Kenny specializes in ADA compliant website development and design,and video and audio production.He has designed and maintained numerous websites for public agency clients including the City of Tampa,Manatee County, Town of Longboat Key and FDOT.Kenny is a certified app developer for IOS and Android and has developed mobile apps for agencies including City of Tampa. He also specializes in remediating documents and graphics to be certified as ADA compliant. Public Information Outreach Services for Right of Way and 20 Facilities Construction Projects 12020-118-WG DocuSign Envelope ID: 1554E199-464F-4EE3-A0BE-CC668D83A19F ADDITIONAL TEAM BIOS Michelle Simmons Role for Contract:Voice Over I On-Air Talent Michelle Simmons is a public engagement and communications professional with over 20 years of experience,working in various aspects of communications and media. During her career,she served as the Public Involvement and Government Affairs Liaison for Miami-Dade Transit (MDT), responsible for developing, implementing,and monitoring their public engagement program.She has also worked for WLRN Channel 17 in Miami as an on-air personality and has produced a Spanish language distance learning program. Brizaga, Inc. (Sub—consultant) Alec Bogdanoff,Ph.D. Role for Contract:Communications Advisor-Resiliency and Sustainability Alec is a policy-trained oceanographer and meteorologist with nearly two decades of political experience,including managing campaigns.Alec has extensive experience in simplifying and effectively communicating complex scientific processes to private citizens and other interested parties.As Director of Science and Communication, he is responsible for monitoring and identifying scientific research and advances in the areas of sea level rise and extreme weather, including datasets and models,to further develop internal technologies,as well as strategic communications and public outreach and engagement for Brizaga.Prior to founding Brizaga,Alec served as a John A. Knauss Sea Grant Fellow in the Office of U.S.Senator Edward J. Markey,where he coordinated policy with senior staff,drafted speeches, legislation, policy briefs, oversight letters, and press releases on issues pertaining to the environment,oceans,fisheries,water,and wildlife. Michael Antinelli,PE,CFM Role for Contract:Technical Advisor-Resiliency and Sustainability Michael A.Antinelli, PE, CFM is the Vice President and Director of Projects & Engineering for Brizaga and is responsible for the oversight and management of all projects and engineering practices conducted by the firm. He has extensive experience in the practices of coastal,waterfront, and site civil engineering and has managed projects at every level,from initial project planning and conceptual design through construction and project closeout.As a Certified Floodplain Manager,he couples the technical components of engineering with the laws and regulations enforced by the local,state, and federal governing bodies to provide clients with the most comprehensive planning tools in preparation of flood related incidents and disasters,including sea level rise and storm surge.Michael serves as the Chair of the Sustainability and Resilience Committee for the Florida Section of the American Society of Civil Engineers,where he works to engage and educate the civil engineering community relative to the importance and methods of considering the interdependencies between the built environment and its impacts on economic,social,and natural environmental systems.He was selected by his peers as the Engineer of the Year for the Broward Branch of ASCE in 2019. 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"• - ----- ..--- ....--, • ::"'•'- -,.-- -t, f:.---,..r-;,:'--_--4-',,*:-::0'.. , , ,..' . . . -• - • , - DocuSign Envelope ID: 1554E199-464F-4EE3-A0BE-CC668D83A19F 3.1 Approach to Communications I Neighborhoods Versus Parks, Facilities and Public Information Campaigns From experience,we know that each project requires a unique communications plan that considers all the elements to effectively communicate with the target audience/stakeholders.Although the goal to keep the public informed is the same,the strategy and implementation of a communications plan for a neighborhood projects would have some distinct differences from a communications plan for a local park,City facility project or public information campaigns. Communications I Neighborhoods For projects that impact a neighborhood, such as road construction, stormwater drainage, sewer replacement, and complete streets projects, the affected audience/stakeholders frequent the area on a regular basis and have to contend with the daily inconvenience of the construction project. This could include dust, noise, loss of parking, limited or loss of access, potential utility disruptions, potential business impacts and more.As work progresses,a resident or business could be impacted several times or in multiple ways over the course of a project with little or no recourse to avoid the area. Additionally,when working in residential neighborhoods,there are often issues related to landscaping/ hardscaping encroachments in the right-of-way as well as conflicts with mail delivery,waste/recycling pick-up, and school bus stops. Identifying, coordinating, and communicating temporary solutions to these important community functions needs to be planned in advance in order to set expectations and minimize frustration. For projects taking place in neighborhoods,we have found traditional grassroots"boots on the ground" to be the best approach to building effective communications with the community.By understanding the composition of the community, its unique characteristics, and how the project will potentially disrupt routines and daily lives, we are able to develop a detailed Public Information Plan including effective tools and channels for information exchange. Other elements that are typically effective include: • Coordinating and facilitating an internal project kickoff meeting • Coordinating and facilitating a preconstruction public information meeting • Performing a pre-construction walk through of the area to identify potential issues • Developing collateral materials in accordance with City brand standards and local language(s) • Developing a detailed database that will include phone numbers and emails for future email blast updates • Creating a page for the City CIP website • Touring the project area regularly to keep abreast of activities;and • Meeting regularly with stakeholders and community leaders. In addition to notifications, flyers, and emails, in-person meetings with residents, businesses, and homeowner/neighborhood associations are also opportunities to share project information. Relationship building is the key to success when working with neighborhoods experiencing periodic or regular disruptions due to construction projects.The resulting knowledge also allows us to further refine our understanding of stakeholder concerns and proactively adjust our communications on behalf of the City.By anticipating and addressing construction project impacts early and directly,we Public Information Outreach Services for Right of Way and 22 Facilities Construction Projects 12020-118-WG DocuSign Envelope ID: 1554E199-464F-4EE3-A0BE-CC668D83A19F are able to foster trust within the affected neighborhood and maintain an open line of communication necessary to resolve concerns and issues that will invariably arise. Communications I Parks I Facilities The City of Miami Beach offers residents and visitors a number of parks and facilities which may at times also need to undergo construction as part of the City's Capital Improvement Projects (CIP). Projects that effect City facilities and parks require a different approach to mitigate impacts to affected stakeholders. These venues are destinations where residents and non-residents go for a variety of reasons with varying degrees of frequency and need. Capital improvement projects that affect the access and function of a facility or a park could impact anyone who takes advantage of the facility whether it is a resident or a visitor.When a facility needs to be closed or limits its operations, communication with these stakeholders needs to begin as early as possible so they can make other arrangements prior to the start of construction. From a public communications perspective, the affected facility or park would be the primary distribution point for all project-related material prior to the start of construction/renovation.Since these projects typically affect a broad audience, additional outreach methods would be used to distribute the information,including posting information on the City and facility website,social media announcements on the City and facility social media platforms,and providing information to nearby schools or organizations that may frequently use the facility. Public outreach and information could also include identifying alternative locations for the desired services and proactively providing this information through geofencing and application of SMS texting and digital delivery to mobile and internet connected devices.Another difference in the communications strategy for a City facility versus a neighborhood is the need to inform the users/stakeholders of its availability once completed. In addition to the social media,website, and email notifications, project completion could be shared through a special opening event as well as local media channels.Valerin has extensive experience developing and pitching stories to the media and would work with City personnel on development of a press release and human-interest story sharing the project completion news and highlighting relatable benefits to the community. Communications I Public Information Campaigns Public information campaigns can range from purely educational to moving an audience to adopt new attitudes and behaviors.The latter can be challenging and will often take time to realize depending on the severity or urgency of the promoted behavior change.We approach this type of communications challenge from a Social Marketing perspective utilizing tenants of psychology, sociology, and data research to develop strategies for convincing target audiences to not only change their mind,but also change their behavior.Our holistic,integrated and data-driven approach is designed to reach people as they go about their daily lives and deliver consistent and relevant messages on a variety of platforms including mobile devices, websites, on-air, streaming, outdoor, print and during live (and virtual) experiences.We typically use a combination of Paid(Advertising),Earned(Public Relations),Owned(City of Miami Beach communications channels including Web/TV/Newsletters) and Social Media to deliver brand consistent and topically relevant messaging. Each public information campaign is based on a strategic approach that includes close coordination with the City of Miami Beach to deliver a plan that is focused on achieving the desired goals. During each step(see below)we ask key questions that help mold the overall strategy,messaging,and creative concept development.We also know it is critical to listen to our audience to uncover their felt needs, concerns,and beliefs in order to craft a public information campaign strategy that will resonate with the community and inspire them to action. Public Information Outreach Services for Right of Way and 23 Facilities Construction Projects I 2020-118-WG DocuSign Envelope ID: 1554E199-464F-4EE3-A0BE-CC668D83A19F • STEP I What are the desired outcomes for the strategy,campaign,or program? How will we measure each campaign tactic? • STEP 2 Who are we trying to reach,and what are their beliefs and attitudes? What do we want our audience to think,believe or do? • STEP 3 Is the strategy Strategic,Measurable,Actionable,Timely and Realistic? How can we leverage current programs or assets and strategic partnerships to reduce costs while maximizing results? • STEP 4 What messages resonate with our identified audiences and are we addressing their felt needs? Is the creative bold and memorable?Is it easy to read and see? • STEP 5 What data will be meaningful in measuring the results of a strategy,campaign,or program? Did we meet our goals?How can we improve upon the current results? Through this five-step process,we gather information,uncover the attitudes and motivations of our audience, define the skills needed to shift behavior and develop key messages that educate, inform, foster understanding,and inspire change.Valerin has conducted numerous safety and environmental (water quality/conservation) education campaigns at both a regional and local level for different agencies including the FDOT. Public Information Outreach Services for Right of Way and 24 Facilities Construction Projects I 2020-118-WG DocuSign Envelope ID: 1554E199-464F-4EE3-A0BE-CC668D83A19F 3.2 General Communications Plan for Public Information and Outreach Public information and community outreach communications are essential to keeping the public informed of planned changes to their environment and explaining the intended benefits,challenges, and potential impacts of an infrastructure project or program in their community.Valerin represents clients and will represent the City of Miami Beach, by putting "boots on the ground:' and providing proactive and transparent communications with stakeholders and other interested parties regarding a project. Our well-planned public information and community engagement initiatives help define improvements that address community concerns and needs,facilitate understanding and acceptance of the solutions,and enhance public trust in the process. Our approach to working with the City of Miami Beach is quite simply to act as a trusted partner that understands the City's overall communication goals and objectives and effectively supports the public information and community outreach needs for the City's active and future construction of Capital Improvement Projects (CIP), Public Work projects, Environmental & Sustainability projects, Transportation initiatives,Parks,and other citywide construction efforts including communication for public work operations,special projects,citywide initiatives and public safety/marketing. Communications Plan Effective public engagement and outreach begins with good planning as well as the development of a customized and project-specific Communications Plan.To accomplish this,we perform a thorough assessment of the project area and consider the following: • Type of project • Relevant/key stakeholders • Community demographics • Anticipated public concerns • Unique community characteristics • Impacts to the public We also research the history of the project, if any, and determine if previous public engagement or community outreach activities were conducted in an earlier phase of the project(such as the design phase).Based on these factors,we then move forward with the development of the Communications Plan that outlines the public information and outreach approach,and includes activity timelines and communication tools,techniques,and methods most effective for that project. Elements of Communications Plan include,but are not limited to: • Door to Door Interaction I One on One Meetings(Grassroots) • HOA Neighborhood Association and Special Interest Group Presentations • Mobile App 008/Android)(Project Specific) • Project Collateral Development I Distribution • Brochures • "Dear Neighbor"Letters • Door Hangers • Media Kits • Fact Sheets • Newsletters I E-Newsletters • Flyers • Notifications • Frequently Asked Questions(FAQs) • Presentations • Project Information Meetings(Open House Format) • Project-Specific Email Address • Social Media Engagement(through the City and Project Partners) • Stakeholder Identification I Database Management • Waze Integration(if applicable—projects requiring temporary lane closures or detours) • 24/7 Project Hotline • Website(Project Specific ADA Compliant) Public Information Outreach Services for Right of Way and 25 Facilities Construction Projects I 2020-118-WG DocuSign Envelope ID: 1554E199-464F-4EE3-A0BE-CC668D83A19F Communications Plan I Implementation(Construction Projects) The Communications Plan serves as our communications "blueprint" and is a living document that is updated throughout the duration of a project as needed.The following tools and techniques can be incorporated into the Communications Plan depending on the level of public information and community outreach efforts needed for a specific project. Stakeholder Database I Updates At the start of a construction project, Valerin identifies all impacted property owners, residents, businesses, and tenants (adjacent to the project corridors/segments) for the development of a stakeholder database. In addition, the database includes city and county government elected and public officials, local law enforcement, emergency management services, fire and rescue, schools, homeowner and neighborhood associations, local chambers of commerce, public transit, media, and other interested parties. Depending on the location of the project, service providers such as trash/ recycling collection and the United States Postal Service are also included as stakeholders for the project.Information contained in the database includes contact information as well as documentation of all correspondence with stakeholders. Upon request,detailed reports can be generated regarding stakeholder contacts and communications.The database is maintained and updated throughout the duration of the project. Pre-Construction Open House I Public Information Meeting Prior to the start of a construction project,Valerin coordinates and conducts a Pre-Construction Public Information Meeting,typically in an open house format.This meeting usually takes place approximately three (3) weeks prior to the start of construction. Collateral materials such as a project fact sheet, project schedule, FAQs, display boards and other visualizations, and contact information are made available for viewing by the public.The appropriate agency and project staff are also on hand to address questions and/or concerns about the project.(Note:Valerin translates project collateral/deliverables in Spanish and/or Creole as required]. Regular Public Information I Outreach Activities 1248 Hotline During the normal course of a construction project,Valerin performs the following public information and outreach activities: • Attends regular progress meetings to be kept up to date on project activities. • Meets/interacts face-to-face with property and business owners, residents, tenants, local organizations(HOAs,special interest groups,etc.)and other interested parties regarding project details,activities and potential impacts to properties,pedestrians,bicyclists and motorists,which is done through one-on-one,small group and public meetings. • Develops/creates project collateral (ADA compliant) such as project fact sheets, notifications, door hangers, flyers, Frequently Asked Questions (FAQs), comment cards, and other relevant information.Valerin develops project collateral that is in "plain language" and also includes QR codes on materials to direct stakeholders to the project website, comment card, survey or to download the mobile app. • Distributes project collateral via door-to-door,email and/or U.S.Mail to property owners,residents, businesses,and tenants located along the project corridor,and to other interested parties. • Corresponds with agency staff regarding relevant project updates/information to provide to the media,writes press releases and performs media clipping services related to the project for the project file. • Maintains a 214r7 Project Hotline and responds to inquiries in a timely manner. • Maintains a project-specific email address for the project. Public Information Outreach Services for Right of Way and 26 Facilities Construction Projects I 2020-118-WG DocuSign Envelope ID: 1554E199-464F-4EE3-A0BE-CC668D83A19F Website(ADA Compliant) Valerin currently develops and maintains project-specific websites for design-build and design-bid- build projects for public sector clients. Valerin's website designers develop a website to meet ADA requirements and to reflect the client's current brand. The website is listed on all project collateral material and include links to the client's Public Works webpage. Mobile App Valerin develops mobile apps,both Android and i0S compatible,to ensure real time engagement with the community regarding project schedule,construction updates,alerts and notifications,and general project information. Social Media Valerin's community outreach specialists coordinate with public sector clients to leverage its social media platforms to push out information to targeted stakeholders. Waze Integration Valerin currently provides detour and temporary lane closure information to Waze and other mapping and traffic information apps. Innovation Tools I Techniques Valerin also utilizes innovative tools and techniques to inform,educate and engage the public about a project,including: Video and Audio Services Visuals are integral to any public engagement effort whether it be video, photographs or graphics. The Valerin team has extensive experience communicating through visualizations. For example, to demonstrate the planned changes to the I-4 corridor—the Valerin team created videos with renderings and animations to show the before and after transformation. We use a set of industry standard tools for our graphic design and visualization services including: • Adobe Creative Suite Photoshop • Cinema 4D/Dimensions(3D Modeling) • InDesign • Google Earth Studio • Premier Pro/After Effects (Animations/Video • ABLETON LIVE(Audio) Editing) • Adobe Audition(Audio) We have also created, directed, filmed, and produced visual presentations and videos for marketing campaigns,branding initiatives,websites,public outreach,industry forums and safety and educational campaigns.Following are some of the graphic and visualization services we provide: • PowerPoint Decks and Animations • Television Commercials • Webinars(Evergreen/Hybrid) • Documentaries • Renderings • Public Service Announcements • 3D Simulations and Animations • Lifestyle and Special Events Photography • 360-degree and 4K Video Productions • Drone Imagery Services Video Simulation Valerin utilizes one of today's most exciting technologies capable of bringing projects to life-Augmented and Virtual Reality(AR/VR).This form of technology allows stakeholders with limited technical knowledge to"experience"an imagined vision of a project.The use of 3-D modeling,animations,and VR video has started to find its way into more immersive and interactive public engagement strategies,and Valerin is Public Information Outreach Services for Right of Way and 27 Facilities Construction Projects I 2020-118-WG DocuSign Envelope ID: 1554E199-464F-4EE3-A0BE-CC668D83A19F incorporating this innovative tool into our public engagement planning.Working with our AlE partner, Valerin recently incorporated a 3-D animated VR experience into a public meeting for FDOT to help participants visualize the R-CUT design concept in a mixed-use urban area with high pedestrian and vehicle traffic near International Drive and the Orange County Convention Center. Construction Video Updates Our creative team produces Construction Update Videos for public sector clients,including FDOT.These short videos are produced at project milestones or to notify the public of temporary lane closures, detours,or other impacts to the public.The videos are posted to the project webpage,website and/or social media platforms including YouTube. Title VI I Reaching Under-Represented Communities As part of our public information and community outreach strategy development, we know it is important to include and engage under-served, under-represented and Limited English Proficiency (LEP) community members. Providing these groups with information about public sector projects and initiatives and gaining meaningful input requires planning to overcome language and economic barriers to participation. To accomplish this, we often attend and present project information at community meetings for faith-based,ethnic,and cultural organizations,and events hosted by social service agencies and senior citizen centers.We work with our clients,such as the City of Miami Beach, to translate key material for non-English-speaking audiences and identify opportunities to distribute information through schools, HOA and neighborhood newsletters, church bulletins, local stores, libraries,and other community focal points and events. COVID-19 I The New Norm While the COVID-I9 pandemic presents new factors to consider in any outreach effort, our team is prepared for these and ready to implement strategies to engage stakeholders and to gain their valuable input.Over the past couple of months,Valerin has embraced the "new norm"utilizing social distancing best practices,including recently coordinating several webinar virtual public meetings for FDOT PD&E studies,design,and construction projects and for the Hillsborough Area Regional Transit Authority(HART).Valerin is experienced with several webinar platforms including MS Teams Live Event, GoToWebinar and BigMarker.We have also conducted Telephone Town Hall meetings using SMS texting campaigns to notify and encourage audience participation. Public Information Outreach Services for Right of Way and 28 Facilities Construction Projects 12020-1I8-WG DocuSign Envelope ID: 1554E199-464F-4EE3-A0BE-CC668D83A19F 3.3 Various Construction Project Methods Design-Bid-Build and Design-Build are different contracting methods that shift project risks and responsibilities between Owner, Designer and Contractor. Also falling into this category are various hybrid forms of project delivery such as Progressive Design-Build,Construction Management-at-Risk and Public-Private-Partnerships.While each has its pros and cons,and there are ample resources that can provide information on the risk allocation and sharing aspects of each,from a communications perspective, the main differentiator is the amount of time separating public information sharing and engagement relative to each phase of the project.Valerin has provided public engagement and community outreach services on all forms of project delivery methods and also employs a full-time civil engineer,William Ciudad-Real,PE,who has over 30 years of experience with Design-Bid-Build,Design- Build,Construction Management-at-Risk and Progressive Design-Build projects. Design-Build With Design-Build, public communications are relatively continuous between the design and construction phases and the stakeholder/audience composition is relatively consistent throughout each phase.This is advantageous from a communications planning standpoint as information on the project is relatively recent and more likely to be shared and retained by the stakeholders/audience. Design-Bid-Build With Design-Bid-Build,the time between completion of the design and the subsequent construction bid can vary greatly—in many cases by years.This can be due to many factors including permitting, right-of-way, and funding availability. In cases where there has been considerable time between the design and construction phases,stakeholders and community leaders have often changed along with priorities and/or potential support for the project and its need. In this case, public communications planning and outreach often require research into past stakeholder communications and promises made as well as revisiting the make-up of the stakeholders/audience in order to re-educate, remind and/or re-inform them of the project's purpose,need,and benefits to the community. Regardless of the project delivery method to be employed,continuity of communication with the public, business community and community leaders is a key objective and consideration in the development of our project or program public engagement planning.To the extent that a particular project delivery method is relevant or beneficial to public understanding and/or support, Valerin has led numerous public education and information campaigns which have explained the differences in project delivery contracts or methodologies using easy to understand fact sheets,Q&A and info-graphics as part of the overall messaging and public communications plan.Our outreach education on construction project delivery methods have included major infrastructure projects such as the S2.3 Billion I-U Ultimate Improvements Public-Private-Partnership(PPP)in Orlando to design-build projects for water main and force main replacements and stormwater improvements throughout the City of Tampa. Public Information Outreach Services for Right of Way and 29 Facilities Construction Projects 12020-118-WG DocuSign Envelope ID: 1554E199-464F-4EE3-A0BE-CC668D83A19F 3.4 Additional Cost—Effective Innovative Outreach Tools & Techniques OR Codes Valerin develops OR codes that are included on project collateral such as fact sheets, notifications, flyers,and comment cards.QR codes are used to direct those with mobile devices to a project website, survey,comment card or to download a project mobile app. Mobile Application Development As a certified app developer with Apple and Android,Valerin can develop a project-specific app that provides project highlights and benefits, allows users to view the latest information about public meetings and project- related documents, and sends out notifications and alerts. Valerin tracks .4: user engagement using Google Analytics including how many times the +� app is opened,the duration of its use and whether or not notifications are opened or ignored.Valerin has successfully developed and maintains severalIpoppoorteoel mobile apps for City of Tampa projects,including the Cypress Street Outfall Regional Stormwater Improvements Design-Build (shown at right), FYI9 CIP Water Main Improvements Design-Build,and Channel District Improvements Project Visualizations I Aerial Drone Imagery Valerin is an FAA licensed and professionally insured drone operator with several DJI drones capable of aerial 4K HD video and still photography from a variety of angles and elevations.Ranging from 10 to 450 feet above ground,drone imagery is a lower-cost alternative to standard aerial photography and can provide access to areas unreachable by standard aircraft.Our drone imagery can enhance the visual experience and impact of an event,marketing initiative or project. Valerin's Creative Director,Chuck Thompson,is a professionally licensed UAS Drone Operator and has produced a variety of video productions using aerial drone imagery captured and used for FDOT's 1-75 at University Parkway Diverging Diamond Interchange(DDI),the first of its kind in Florida and largest in the nation.He also produced a 360-degree video for FDOT's Southern Boulevard Bridges Replacement project that was showcased at FDOT's Innovation Week.It also involved the use of a Virtual Reality(VR) headset to enhance the user experience. Survey Tools I Techniques Our team uses a variety of survey techniques to solicit feedback and gauge public opinion.We use tools such as Survey Monkey to easily create surveys and collect feedback.Social media channels such as Twitter,Facebook and websites also have survey capabilities which can be captured in a database and used for data analytics,reporting and documentation.For real-time surveys and presentation of results we have used programs such as Poll Everywhere at public meeting forums.When projects require more personal public interaction to shape the solution,we use focus groups and charrettes to gather input from the community constituents and various cultural and socio-economic representatives particular to that community. Public Information Outreach Services for Right of Way and 30 Facilities Construction Projects I 2020-118-WG DocuSign Envelope ID: 1554E199-464F-4EE3-A0BE-CC668D83A19F 3.5 Quality Assurance I Quality Control (QA/QC) Program Valerin uses an Independent Peer Review Quality Assurance/Quality Control (QA/QC) process that ensures project task objectives and contract commitments are met and service quality is consistent. Our QA/QC process requires all project work products to be internally reviewed by an appropriate communications professional or graphic designer,who is independent from the task.Deliverables are checked for content,formatting,grammar/punctuation,spelling,consistent voice,plain language,and accuracy prior to an external party review. Presentations,videos,and other digital media are pre-run in live format to ensure file type, OS and hardware compatibility, consistent operation and reliable internet connectivity when needed.Edits,corrections,and comments are tracked and recorded as part of the document file.For this contract,finalized draft documents will be so noted and then approved by Valerin's project manager for transmittal to the City's project manager for review and approval.All City modifications will be noted on the final approved documents file prior to public distribution. Following completion of a project task assignment or other agreed intervals, the Valerin project manager will meet with the City project manager to evaluate Valerin's performance and document "lessons learned" as appropriate. This direct feedback on Valerin's work performance and contract administration will allow solutions to be applied as needed to ensure continued quality performance. Our QA/QC plan is a system of interactive and continuous quality management based on regular client feedback and the use of in-house expertise to independently review each element of a task WHY CHOOSE VALERIN Valerin is a team of talented communications and creative professionals who are able to provide all services requested on this contract (and then some). cow7)4 @ OS a n11 ). INSIGHT RECORD LOCAL SKILLS In Depth Reputation Commitment Extensive to Client Experience Technical For Service Successfully xperienced and Providing Managing& Diverse Industry High Quality Local Area Implementing Knowledge Service TeamTask Work Order Contracts . Public Information Outreach Services for Right of Way and 31 Facilities Construction Projects I 2020-118-WG 1 DocuSign Envelope ID: 1554E199-464F-4EE3-A0BE-CC668D83A19F C 01= A P P , I 411) . , Q E \ D1X ., 1 . , , .., .... .. 4 „,,,,.. f • ! f � f ee ey e 1 00000011110 / illiP • at 4r .. 0 rk • 0 --, . ,,h, ...., . I e. ' . — ”1,-..: f vt I y ..�� •• .'. ,•s Ma" DocuSign Envelope ID: 1554E199-464F-4EE3-A0BE-CC668D83A19F 8/28/2020 DPX Form Supplier Response Form RID SUBMITTAL QUESTIONNAIRE SECTION 1 —BID CERTIFICATION FORM This document is a REQUIRED FORM that must be submitted fully completed and submitted. Solicitation No: Solicitation Title: 2020-118-WG PUBLIC INFORMATION OUTREACH SERVICES RIGHT OF WAY AND FACILITIES CONSTRUCTION BIDDERS NAME: The Valerin Group,Inc. NO.OF YEARS IN BUSINESS: 14 NO.OF YEARS IN BUSINESS LOCALLY: NO.OF EMPLOYEES: 8 24 OTHER NAME(S)BIDDER HAS OPERATED UNDER IN THE LAST 10 YEARS. N/A BIDDER PRIMARY ADDRESS(HEADQUARTERS): 3903 Northdale Boulevard,Suite 100E cm: Tampa STATE: Florida ZIP CODE 33624 TELEPHONE NO.: (813)751-0478 TOLL FREE NO.: FAX NO.: (813)925-4205 BIDDER LOCAL ADDRESS 2945 W.Cypress Creek Road, Suite 104 crrr Fort Lauderdale STATE Florida ZIP CODE 33309 PRIMARY ACCOUNT REPRESENTATIVE FOR THIS ENGAGEMENT Cynthia McGrail ACCOUNT REP TELEPHONE NO.: (954) 656-6616 ACCOUNT REP TOLL FREE NO.: ACCOUNT REP EMAIL: cynthia@valerin-group.com FEDERAL TAX IDENTIFICATION NO.: 33-1142500 By virtue of submitting a bid, bidder agrees: a) to complete and unconditional acceptance of the terms and conditions of this document, inclusive of this solicitation, all specifications, attachments, exhibits and appendices and the contents of any Addenda released hereto; b)to be bound,at a minimum,to any and all specifications,terms and conditions contained herein or Addenda; c) that the bidder has not divulged,discussed,or compared the proposal with other bidders and has not colluded with any other bidder or party to any other bid;d)that bidder acknowledges that all information contained herein is part of the public domain as defined by the State of Florida Sunshine and Public Records Laws;e)the bidder agrees if this bid is accepted,to execute an appropriate City of Miami Beach document for the purpose of establishing a formal contractual relationship between the bidder and the City of Miami Beach, Florida, for the performance of all requirements to which the bid pertains; and f)that all responses, data and information contained in the bid submittal are true and accurate. https://www.bidsync.com/DPXViewer 1/7 Public Information Outreach Services for Right of Way and 32 Facilities Construction Projects I 2020-118-WG DocuSign Envelope ID: 1554E199-464F-4EE3-A0BE-CC668D83A19F 8/28/2020 DPX Form The individual named below affirms that s/he:is a principal of the applicant duly authorized to execute this questionnaire,and that the contents of said document(s)are complete,true,and correct to the best of his/her knowledge and belief. Name of Bidder's Authorized Representative: Title of Bidder's Authorized Representative: Valerie Ciudad-Real '` President SECTION 2-ACKNOWLEDGEMENT OF ADDENDUM After issuance of solicitation, the City may release one or more addendum to the solicitation, which may provide additional information to bidders or alter solicitation requirements. The City will strive to reach every bidder having received solicitation through the City's e-procurement system. However, bidders are solely responsible for assuring they have received any and all addendum issued pursuant to solicitation. This Acknowledgement of Addendum section certifies that the bidder 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. Enter Initial to Enter Initial to Enter Initial to Confirm Confirm Confirm Receipt Receipt Receipt VCR 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 adcitional confirmation of addendai required, submit under separate cover. SECTION 3-CONFLICT OF INTEREST All bidders 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. Further, all bidders must disclose the name of any City employee who owns,either directly or indirectly, an interest of ten (10%)percent or more in the bidder entity or any of its affiliates. O YES p NO If yes, please disclose the name(s): CX UPA-rlON 1 2 3 4 5 6 SECTION 4-FINANCIAL CAPACITY When requested by the City, each bidder shall arrange for Dun & Bradstreet to submit a Supplier Qualification Report (SQR) directly to thCity.tNo proposal will be considered without receipt, by the City, of the SQR directly from Dun &Bradstreet.The cost ofthepreparation of the SQR shall be the responsibility of the bidder. The bidder shall request the SQR report from D&B at: https://suppl ierportal.dnb.com/webapp/wcs/stores/servlet/Su pplierPortal?storeld=11696 https://www.bidsync.com/DPXViewer 2/7 Public Information Outreach Services for Right of Way and 33 Facilities Construction Projects 12020-118-WG DocuSign Envelope ID:1554E199-464F-4EE3-A0BE-CC668D83A19F 8/28/2020 DPX Form Bidders are responsible for the accuracy of the information contained in its SQR. It is highly recommended that each bidder 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. At time of request, bidder shall request that Dun & Bradstreet submit its Supplier Qualifier Report directly to the City,with bid or within three(3)days of request. SECTION 5-MORATORIUM ON TRrn anin THF Di iRrincr nF 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. Bidder 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. By virtue of submitting bid, bidder agrees it is and shall remain in full compliance with Resolution 2016-29375 hftps://www.miamibeachfl.gov/wp-content/uploads/2017/11/2016-29375-Resolution-Vendor-Moratorium-for- Services-Sources-from-North-Caroli na-Mississippi-1.pdf SECTION 6-REFERENCES AND PAST PERFORMANCE Project No. 2020-118-WG Project Title PUBLIC INFORMATION OUTREACH SERVICES RIGHT OF WAY AND FACILITIES CONSTRUCTION Proposer shall submit at least three(3)references for whom the bidder has completed work similar in size and nature as the work referenced in solicitation. Reference No.1 Firm Name: Florida Department of Transportation (Ft * Contact Individual Name and Title: Matt Cariock, District Construction Engineer * Address: 3400 W Commercial Blvd,Fort Lauderdale, FL 33309 * Telephone: 954-777-4439 * Contact's Email: Matthew.Carlock@dot.state.fl.us * Narrative on Scope of Services Provided: Valerin was selected to provide public information, community outreach and creative services for construction programs and major/speicality projects located within District Four, including Reference No.2 Firm Name: Florida Department of Transportation (Fr * Contact Individual Name and Title: Stacey Sasala, Project Manager Address: 3400 W Commercial Blvd,Fort Lauderdale,FL 33309 * Telephone: 954-777-4382 * https://www.bidsync.com/DPXViewer 3/7 Public Information Outreach Services for Right of Way and 34 Facilities Construction Projects 12020-118-WG DocuSign Envelope ID:1554E199-464F-4EE3-A0BE-CC668D83A19F 8/28/2020 DPX Form Contact's Email: Stacy.Sasala@dot.state.fl.us * Narrative on Scope of Services Provided: Valerin primes this Districtwide contract to provide public information and community outreach services for transportation construction projects throughout District Four including Reference No.3 Firm Name: ASHA Planning Contact Individual Name and Title: Poorna Bhattacharya,AICP, LEED AP, President, Project Manager * Address: 13842 Briand Avenue,Orlando, FL 32827 * Telephone: 850-321-7284 * Contact's Email: poorna@ashaplanning.com * Narrative on Scope of Services Provided: Valerin was selected as part of a team to provide social media strategy, social media content development, and continuing public involvement and community outreach activities for FDOT * Additional Reference Firm Name: Florida Department of Transportation(Ft Contact Individual Name and Title: Robert Bostian,Jr.,PE,FDOT Project Manager Address: 3400 W Commercial Blvd, Fort Lauderdale, FL 33309 Telephone: 954-684-6151 Contact's Email: Robert.Bostian@dot.state.fl.us Narrative on Scope of Services Provided: This PD&E Study evaluates two facilities within the SW 10th Street corridor. One facility will address a regional connection between adjacent Strategic Intermodal System (SIS) facilities; the https://www.bidsync.com/DPXViewer 4/7 Public Information Outreach Services for Right of Way and 35 Facilities Construction Projects 12020-118-WG DocuSign Envelope ID: 1554E199-464F-4EE3-A0BE-CC668D83A19F 8/28/2020 DPX Form SECTION 7-STANDARD TERMS AND CONDITIONS The Standard Terms and Conditions are available at https://www.miamibeachfl.gov/city- halUprocurement/standard-terms-and-conditions/By virtue of submitting a bid, bidder attests that they have read and understand the applicable Standard Terms and Conditions as indicated in the solicitation. Project No. 2020-118-WG Project Title PUBLIC INFORMATION OUTREACH SERVICES RIGHT OF WAY AND FACILITIES CONSTRUCTION SECTION 8-VENDOR CAMPAIGN CONTRIBUTIONS Bidders 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 https://ibrarymunicode com/fl/miami beach/codes/code of ordinances? no e = AGEOR CI-)2AD ARTVITSTCO DIV5CAFIRE Bidders shall be sorely 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 bid submittal, in the event of such non-compliance. Are there any individuals or entities (including your sub-consultants)with a controlling financial interest which have 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. YES p NO If yes, list name(first and last name)of individuals, occupation,amount and date: first and Last Name Contributor Occupation. Amount Date of Contribution 1 2 3 4 5 6 7 8 9 SECTION 9—SUSPENSION, DEBARMENT, OR CONTRACT CANCELLATION Has bidder ever been debarred,suspended or other legal violation, or had a contract cancelled due to non- performance by any public sector agency? ctp NO If answer to above is"YES,"bidder shall submit a statement detailing the reasons that led to action(s): https://www.bidsync.com/DPXViewer 5/7 Public Information Outreach Services for Right of Way and 36 Facilities Construction Projects I 2020-118-WG DocuSign Envelope ID: 1554E199-464F-4EE3-A0BE-CC668D83A19F 8/28/2020 DPX Form SECTION 111- Fri!IAI RFNFFITC F(1R FMPI fVFFC 1AIITH 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 bids, 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. Does bidder provide or offer access to any benefits to employees with spouses or to spouses of employees? O YES I O NO Does bidder provide or offer access to any benefits to employees with (same or opposite sex)domestic partners or to domestic partners of employees? j YES NO 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. Bidder Provides for Bidder Provides for Bidder does not BENEFIT Employees with Employees with Provide Benefit Spouses Domestic Partners • Health x x Sick Leave x Family Medical x Leave Bereavement Leave x x If Bidders 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 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.gov/city_ hau/procu rement/procu rement-related-ord i nance-and-procedures/ Please enter your password below and click Save to save your response. Please be aware that typing in your password acts as your electronic signature,which is just as legal and binding as an original signature. (See Electronic Signatures in Global and National Commerce Act for more information.) To take exception: 1)Click Take Exception. 2)Create a Word document detailing your exceptions. 3)Upload exceptions as an attachment to your offer on BidSync's system. By completing this form,your bid has not yet been submitted. Please click on the place offer button to finish filling out your bid. Usemame david@valerin-group.com Password * Take Exccpion Close https://www.bidsync.com/DPXViewer 6/7 Public Information Outreach Services for Right of Way and 37 Facilities Construction Projects 12020-118-WG DocuSign Envelope ID: 1 554E199-464F-4EE3-A0BE-CC668D83A19F 8/28/2020 DPX Form *Required fields https://www.bidsync.com/DPXViewer 7/7 Public Information Outreach Services for Right of Way and 38 Facilities Construction Projects I 2020-118-WG