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Bargaining Power INC. License Agreement (2)DocuSign Envelope ID: 1C739625-DO8F-4OF3-926E-E76AE2B6DE7A 2 6Z3 32 S 15 DocuStgn Envelope ID. 4A49A82D-CCFO-4C26-AC87-531710EEBE11 Contract no 23.094-01 BARGAINING POWER INC. LICENSE AGREEMENT This agreement ("AGREEMENT), is entered into on this8/31/2023 (- 4&AM ET between Wive to BARGAINING POWER INC., ("Licensor'), 526 East 20" Street, Suite IOF, New York, NY 10009, a New York Corporation and, 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 ("Customer"), whereby Licensor licenses Customer the use of the software known as "Bargaining Power®" (the "Software') pursuant to the terms provided below and in the attached Standard Terms and Condt:ions. 1. TERM. The term of this Agreement shall commence upon execution of this Agreement by all parties hereto (the Effective Date set fort on page 1 hereof) and shall have an initial term of three (3) years. 2. OPTION TO RENEW: The City through its City Manager, will have the option to extend for two (2) additional two-year periods at the City's sole discretion. 3. LICENSE FEE. License Fees are attached hereto as Exhibit D. Customer acknowledges that use of the Software will be limited to two concurrent users. Supplemental license Pecs will be required i`or additional concurrent users and can be purchased as specified in Exhibit D hereto. 4. STAFF TRAINING. Licensor shall provide training for the employees covered by the base license and additional trainees on mutually agreed upon dates as described in Exhibit D hereto. 5. SUPPLEMENTAL LICENSE FEES. See Exhibit D hereto. 6. MAINTENANCE. See Exhibit D hereto. 7. TERMS AND CONDITIONS. The Standard Terms and Conditions attached to this License Agreement in addition to all exhibits hereto apply to this transaction. BARGAINING POWER INC. ixt. FOR CITY ATTEST [DocuSigned by: FAB9BAOBFBS 4 F Rafael iw Granado, City C cite 8/31/2023 19:45 AM EDT DATE: CITY QRMIAMI BEA , jr1,ORIDA Ile 71 ' Hudak, City Manager APPROVED AS TO FORM &LANGUAGE FO%e.JECUTION )'i,Citir Attorney Date DocuSign Envelope ID' 1C739625-D08F-40F3-926E-E76AE2B6DE7A DocuSign Envelope ID 4A49A82D-CCFO-4C26-AC87-531710EE8E11 Contract no 23.094-C i EX"IB7' A SCOPE OF SERVICr 1. Scope of Services The scope of the services included here and in the Request for Qualifications (RFQ) is hereby incorporated by reference The primary use of the Bargaining Power software Is for modeling various scenarios for collective bargaining or budgeting In addition to the software component, the Department may seek a consuKing aspect to assist with modeling and reports The software must have, but not be limited to, the following • Comprehensive reporting capabilities • Employee groups and ability to modify groups • Track cost individually • Forecasting • Project the outcome of project before completion • Measure total compensation • Validate results 2. Project Planning and Implementation Users download the software from the Company's website upon licensing the software Once the software is licensed, we ask that customers send a collective bargaining agreement on which to base the training. We review the agreement and will request employee data within a week of receiving it. Upon receipt of the employee data, we schedule the training, which normally occurs within a week of receiving the data Users then receive unlimited support for a year following training as part of the initial, perpetual license agreement. There is then an optional annual maintenance fee to enable the customer to continue to receive unlimited support as well as to receive any new releases of lire software 3. Training Information Up to six users chosen by the client are trained at a time on their own employee data and collective bargaining agreement so the users can start using the software immediately after training. The Bargaining Power trainer loads into the software the user's employee data base, all provisions of a tabor agreement and anticipated and actual proposals and demands the tailored training is then conducted on the user's own materials The online training is conducted by one of Bargaining Power Inc 's client services staff via the Webex web conferencing service Bargaining Power will prepare a complete training worksheet which serves as the syllabus for the training session. This worksheet includes all the economic provisiors of the current labor agreement, the page on which they appear in :he agreement, the section of the software in which they are entered and details on the entry to be made. 'raining is conducted over Webex It is hands-on, with the customer using the software under our supervision. It typically lasts 6 to 12 hours and is usually spread out over 3 to 4 days In two-hour sessions. Once training is complete, users will be ready to use the software for negotiations and will be eligible for the unlimited support Users receive an online user's manual as well as all training materials prepared for them They then have access to unlimited telephone and email support once they've been trained. This means the software requires no support from the client's IT department DocuSign Envelope ID: IC739625-D08F-40F3-926E-E76AE2B6DE7A DocuSign Envelope ID 4A49A82D-CCFO-4C26-AC87-53171C,EE8E11 Conimet nu 23-044-0t EXHIBIT B RARGALNING POWER STANDARD TEFLMS AND CONDITIONS L License. Licensor grants to Customer, subject to the terms of this agreement, a non -assignable. non-exclusive license (the "License") (without the right to grant further sub-Itcenses) to use the software system (the "Software") which is known as "Bargaining Powerg" indefinitely or until such time, if any, as the License is terminated pursuant to Section 5 The license permits the Customer to concurrently use that number of copies of the Software as is provided on the Agreement to which this is an attachment (the "Agreement"). The License hereby granted shall not otherwise confer on the Customer any right, title or interest whatsoever in the Soflwarc 2. Limitations of Use Customer agrees not to (i) copy the Software except that a single copy may be made for backup purposes, (it) modify or adapt the program in any way nor merge it into any other program for any purpose, (tit) translate, reverse engmeer, decompile, disassemble, nor create derivative works based on the Software, hv) transfer, assign, rent, sell or otherwise dispose of the copy of the Software contained on the diskettes or transfer this license or grant any sublicense, to any other party. or (v) use the program outside the United States without the express written permission of the Licensor 3. Lieense Fee and Payment. In consideration of the License hereby granted to Customer, Customer agrees to pay to Licensor a one -tame software license fee in accordance with Exhibit C hereto. which is payable on the effective date hereof, which fee is for the Lnccnse to concurrently use that number of copies of the Software as is provided in the Agreement. Recurring annual fees shall be paid annually in advance, on each subsequent anniversary of the Commencement Date The "Commencement Date" shall be the date Licensor has delivered the Software and completed the initial training session as identified in the License Agreement under Section 3. no right to use an additional number of copies of the Software may be added at the Customer's request during the period ending one year from the Commencement Date for the charge per copy set forth in the Agreement. In succeeding years, the City Manager may consider an adjustment cost, not to exceed 3% of the prior Licensor list price. 4. Warranties 4.1 Correction of Deferts, Van -Infringement. In the event that there is any defect in the Software, Licensor shall cause such defect to be corrected at it own expense upon wntten notification of such detect- If any claim is made or action brought against Customer alleging infringement of any copyright or other proprietary right in respect of the Software, Customer shall immediately give Licensor wnttcn notice therefore, and provide all information reasonably requested. Upon receipt of such notice Licensor shall have the whole right to defend or, at its option settle such claim or action at its own expense and Licensor shall indemnify Customer against any costs or damages awarded Under no circumstances shall Customer admit liability or cuter into negotiations for settlement. 4.2 Limitations and Exclusions of Warranties. nIE WARRANTIES PROVIDED IX SECTION 4.1 ARE IN SUBSTITUTION FOR AND SHALL EXCLUDE ALL OTHER WARRANTIES BY LICENSOR, WHETHER EXPRESS OR IMPLIED, STATUTORY OR OTHERWISE, INCLUDING WARRA'%7nF..S OF MERCHANTABILITY OR OF PARTICULAR PURPOSE IN RESPECT OF THE SOFTWARE, Licensor will not be battle for any lost profits or for any claim or demand against Customer by any other parry or for consequential damages resulting from use of the Software w(nethei fot loss of profits or otherwise, even if Licenser shall have been advised of the possibility of such damages. Customer's remedy for Ltcensor's breach of the waranties provided in section DocuSign Envelope ID. 1C739625-D08F-40F3-926E-E76AE2B6DE7A DocuSign Envelope ID. 4A49A82D-CCF04C26-AC87-531710EEBEii Contract no. 23-(N4.01 4.2 or otherwise is limited to return of Customer's License Fee, if within the first year following the :.:nmmrnrrment Bate, and is hmirtal to rclow of onr-years annual maintenance fee, if in cuhcegneni years S. Duration and Termination. The License shall apply from the Commencement Date and endure indefinitely, unless Customer breaches the terms of this Agreement, in which case the License shall terminate unless Customer has cured all such breaches within 30 days of written notice by Licensor to Customer of such breaches. Upon and after the termination of the Ltecrise. (i) all rights, licenses and privileges granted by Licensor to Customer shall forthwith revert to Licensor; (ii) Customer shall refrain rein any further use of the Software and shall deliver to Licensor or destroy all copies of the Software and information relating thereto; and (iii) all sums due or to become dire from Customer to Licensor shall immediately become due and payable. 6. Mirrellaneems. if any provision or provisions of this Agreement shall be held to be invalid, illegal or unenforceable, the validity, legality and enforceability of the remaining provisions shall not in any way be affected or impaired thereby. The terms contained herein constitute the enure agreement between the parties upon the subject hereof and supersede all previous representations, offers, undertakings or contracts. No modification or addition to this Agreement shall be made except in writing, and signed by both parties (for which purpose a purchase order form of Customer not signed by Licensor shall not be sufficient). No departure from the terms of this Agreement shall obligate either party to permit any subsequent departure: no waiver by either party or any of the terms hereof shall be deemed to be a waiver thereafter or any other terms or any succeeding breach. Customer shall not, without the previous written consent of Licensor, assign or transfer any of its rights under this Agreement to any other person, firm on company. Any notice required to be given hereunder shall be deemed to be properly given if sent by pre -paid registered post to the addressee at the address stated herein or such other address as may from time to time he communicated to the sender of the notice. Notices sent by registered mail shalt be deemed to have been received 5 days after the date of mailing. All notices mailed electmnicalty to either party shall be deemed to he sufficicittly transmitted. All such notim and communications shall be addrtxaed as follows. TO CITY. City Manager's Office City of Miami Beach 1700 Convention Center Drive, 4th floor. Miami Beach, FL 33139 Attn: Ahna'1'. Hudak, City Manager Ph.305-673-7000 Email. a inahuclakai miamibc.i.hthus WITH A COPY TO: Human Resources ,Department City of Miami Beach 1700 Convention Center Drive Miami Beach, FL 33139 Attn: Maria Alpizar Ph:305-673-7000 Email: mLAROII;n#ii' it niiaui> a<ac U_ This agreement shall he governed End construed in all respects by the laws of the State of Florida and the parties hereby submit to the non-exclusive turisdie:trun of the State and Federal Courts located in Miami - Dade County, Florida. DocuSign Envelope ID: 1C739625-DO8F-4OF3-926E-E76AE2B6DE7A DomSign Envelope ID 4A49A82D-CCFO-4C26-AC87-531710EE8E11 EXMIBIT C CRY OF M" BEAC H ADDENDUM -GENERAL I Incorporation by Reference The City of Marne Beach Flanda ('CITr^) and he undersigned ("Vesidaj hereby incorporate this Addendum - General ("AAde mhxn'l dJo he agreement bnlwec i CfTY and Venda One 'Agreement) If mr Addendum caAArAs w4h Ithe Agreement firms, fins Addendum shall co,,W 2. Payment. Vendor shall submit bills to compensation for goods, services ardra expanses in delad sulfiowg for a prc-and post -audit invoice requkaments will be spec4ed by the CITY depadmenl utilizing Vendors services. N CITY does not Issue paymanl within forty-five (45) drys of receip of a proper Vivo", CTTY may pay Vendor an ir4aesr penally al the rate esVOished p�-suam in § 55.03(1), F.S., d the Interest exceeds one donor CITY's perkvmarice and obAgahon to pay is contirkleol upon an appropriation of funds CITY will give notice io Vendor of the non-avarlabikry of funds when CITY has knowketkte Dined CRY vnt or resprnsdE (a, paying only for any goodslservicev it receives, Vendor must refund any payment fur gcodskenaces that are unused upon he termtralion of the Agteerr ent CITY is a tax ann une sovereign and exempt (ram the payment of sales, use of excise was. Vendor is ,esponvble foe and shall pay any taxes due undly the Agreement. I( Venda is making any payntera to CITY, Vendor slrell pay hmety and not of" Carry amonts CITY shall not make airy depusils or prepay any amounts. any deyxbsxs are refundable 3. Relatperiship of the Parties. Each of the parties is an Independent cot owlar and noWng in etc Agreement sMndesignale any of he employees or agents oforie party as employees agents of nit ether. Vendor rodresents and wan ants that A is no1 on the Convicted Vendor List (see § 787 133. F.S.). Fach parry hereby assumes al nsks affnbulable to are w9ful or negligent acts or omissions of that party and as officers crnWoycr.-s, aid agents hereof Vendor also assanes such Ask with respect to the willful at ncghgent acts or omissions of Vendors &&tinlractas or persons otherwise acting or engaged to acl at floe Instance df Venda n rurthefanice of lullWng Vendols obftgatiom under the Agreement 4. Information Vendor acknowledges [hat at documents, materialsand infannalion furriished to a !earned by Vendor in Cortnechon with the Agreement (Dre 9rrlomhafon') are and shall remain al an kmas propretery and the sole property of CITY. Venda shall flat disclose nfamaton to Wild priMes unless I obtains CRYs prior written ecnseal. CiTY is subyect to Chapter 119 of Florida Salutes, the Florida Public Retards Law The Agreement, Inds Addendum and any relaled documents armdka cur espondanrA shag also become a pud+: record subiecl to he Pubic Records Law regardless of any confidentiality pahslun out:ned n the Agreement CITY may respond to pubic records requests wNnut piuvwdtng Vendor any police Howeverin the event CIIY receives a request to Vendor's information, whe is exempt from discbwre pursuant lo die Public Records Laws AHD s cfearry marked as cathdenkal CITY will redact suet information (trim reirasr, utdrss odwtvr&, uflhonred m writing by Venda. CITY may unilateraly cancel the AgreenteM lot Vendor's refusal to allow publtc access lc public records related In the Agreement Addaonafly Vendor shall comply wM all applicabb requirements of the Public Records Laws, particularly if Venda R a 'Contractor' as defined under § i 19,0701, F S This provision shag survive the exprabee or lemminabon of the Agieerrhent IF VENDOR HAS QUESTIONS REGARDING THE APPLICABILITY OF CHAPTER 119 TO VENDOR'S DUTY TO PROVIDE PUBLIC RECORDS, VEN- DOR MAY CGNTAGT THE CUSTODIAN OF PUBLIC RECORDS AT (3051 613.7411, RAFA_flgiGG ANADO�M AAkipfAoff_ OV, OR BY MAIL AT 1100 CONVENTION CENTER DR, MIAMI BEACH, FL 33139, S. Indemnity. Nothing in the Agreement shall be construed as a waver of sovereign immunity not as an Indemnification of Vendor by CITY, and any clause in the Agreement providing for City to indemnify Vendor is hereby deleted in its entirely and/or null and void. 6. Compliance. In its performance, Venda shall, at its own expense, at an krnes In the term: A Prrm,fc have all applicable peimds, ficer sts, conbenh, and ap"Is necessary, b General comply, wilh all applicable federal, pate, local laws and other govrmme tal teretvemenls, nckirk i; those of ere CITY and :. EaW comply with at applicable slate and Iederal laws and CIT" policies and procedures governing ho use and/or safo-keeping of cdnfident;4 highly sc.kakw. and/or parsonally idenfikablr cr protected health hformalim (as may be rdeknod by star or federal law) Vender shall ohbaet, in advance. At necessary pertnssiorhs and tonsean rtnured in reganl to ins conedion andfor recc prof any s'.mh mformabon 7 General Provisions. a WdRJnlies Vendor, at a nninum, warrants that Die F. he goods, and/or services to be ptchaded by Vendor wit be bee at any malena) defects and vas operate and conform to IMe specdca'ions provided in all materal aspecls throughout the lean of the Agreamerl. This wan arty shall be in dddiaon to any wananew provided in die Agreemnenl .i PuWipt . Venda shall nor make any announcements relalinq to the Agreement, nor shall Vendor use- -,(TVs name, hademarks, byns w marks, without Die prior written approve+ Iran CITy"s Corinnmicytons Depanmonl in eachns(arnce. rsyren4o. CITY, as a public body corporate enkly, warrants and rdprescrds that d m call hnded for liald ley, insurance. wh said prolediar bang applicable to olkcem employers. servants, and agents weak actmq within hid scope of tier enpoyrnenl by CITY Any provisin arwinng CITY lo provide or acquire insurance coveragu other than such self. nwranice scot not tin odeave. Vendor shah hove and maintan lnd types and amounts of insurance in accordance with Exhort E heelo that at minimum will cover Vendot's (a subcaltiada's) exposure in peifonlvng the Agreement and rams CITY as additional Insured and be primary and nun-conmbultxy, on Verabr's policies (ctimpl for wolkers� compensate, & pfofxssionrtl kabd4y). At palkm chat be n a ionn and with detlucbW Omits reasonably satisfactory In CITY. w1h insurance oomparlie:s inaienably approved by CITY and arhaized to do business in the Stale of Florida Certifit ales of at rnsunancr shall he deposter with CITY prior to the dale of the Agfeemem,t Al nrs.,nrn:e pot.,es and certinealCS shall containa provision that d will not be f?"Sed septem&i , 2019 canw4ad without giving CITY thirty (30) days' written to" pro to Be effective date of cancellation. Timely roriewal cunlcafes will be provided 10 CITY as coverage renews. Venda, for and on behaff of dself afd each of as movers, hereby Naives ary snot air nghts of suWogabon agatrt CITY lot any loss or damage ansi g from any cause covered by any insurance n quivie d R tre carried under he Agreement by any other insurance actually Carried by Vendor. Venda shall provide copes at any insurance policies upon request by r3IY II he pm(esaraal kabbty Coverage is praaded at a cbkms•made bash, Item such mourenpt Omit totems¢ for tree (3) }ears fobwn9 the expkatton At Ire minauon nl tie Agreement The insurance shaft have. a retroactive dale of placement by the eiledvr dale of the Agreenteni d Third Pvog3. CITY is rot kaMe for the acts of 0titd pmfies ur the conseQuenees of the am A hive parues These shall tx no W d potty bd ukcary ran hu Apcemrn' c GDywa Law. The Agreement n governed by he laws of he State of Florida, wdnaa regards toisoxii oflaw principles. Exclusive venue of any actions shot he in Miami - Dade County, Fbride CRY is entitled to the benefits of sovereign immunity f. Travel Eweris6s. d CITY is responsible for reimburung Vender fa travel expenses pr,sit" b he Agmemenl bills stork be subled to, and sN-01 bra submitted by Vendor in accordance with, § 1t2 DOI F S. ant; CITY's Travel Policy CRY reserves the nghl not to pay travel experrs,us unless CITY approves suet; expanses in advance in wntng. 9 ..g rag Vendor shalt be sdaN responsible for As oangkance win the Inbby;ng prohibitions set forth in Sections 2-187 arift? 2-186 of he Gry Code. r Conikh.VentlatepeeserdlniArs`amt•:vw+h,amdshabberesttormblebr,compliance with fha requraimeNs triC taplei 112. Florida Statutes, and other rows and rdgulXios co wAR :ng confkcb of interests in dealing win public anld-es of the State of Floods Vidaborl of Die mdxn shall he gmsnds for termim+bon for cause of De Ageenment i Renewal Any SukmahG renewm pfN90A is hereby defeled. In the event that he Agreement is field over by the City beyond the imbal term herein provldeo, it shall only be from a month-totnomh basis and shaft viol consAule an mtnked renewal d the Agreement. Safe morth•te-mono extension shall bd upon Die same 16ima of bier opnkact nckidaq as to oompensation ant payment j. TinauDadem. Upon giving at least thirty (30) days' wrptdn nolioe to Vendor, CITY may terminate die Agreement, at arty Came either for cause a for C!Ws comienience, with no farther ot4galio n to Vendor. dher IRvi to oay for any goods recerved a services rendered in compliance we D a Agreererl Imo• to he effective dale of tnmmabon. Crr v shell not be. liable for any early lerminalxn charges In the event of kmminabon lot cause. City ieserves all nglds available to it at low and in equity Records VerMnr agrees fo keep ant) mamtwn, srparati, and independent refredi, in accordance with generally accepted aceounbrig prrropfes. devout e[clusrvely to w oblrgaba;s and aclmbes wider thin Agreement. Sudm rewds (nchdag books, ledgers, journals, and accounts) shad contain all entries re"ing the bir:Jness operalrons unaet vie Agreement. CITY nr ,is authonled agent shall have. the ngM to aunt and inspect such records from hire to trot during the term of the Agreement, upon reasonable notice to Vendor 1 DgWpq Any lean and/or ronditiaw n pie Agreement on Dre land aig scbfect matters are hereby deteted in Ine r entirety and declared null and void (a) Grants of exchAw:ty by CRY to Vendor. (h) Restrictions on the tw.N of Vendoes employees let CITY's respdrri bbly to pay truangible iaxr's. properly taxes hr sales taxes; (d) CITY's toll kabiliy, (e) Automatic renewals of he term of the Agreement, !1) I+m,taton of lime to Mug see; (g) Lannatnn of VeiviWs WWII, (h) hat CITY pedorms repolxtg fufmWrns "of manumn certae, types o1 gwrabotis () Grafting Vendor any right to audit CITY, (I) Allaneys' or colectxxi fees Provisions (k) Adturation and mtdranon causes, and (I) ndemnif n o(Venda by CITY m. textile end. Veda shall not assign, transfer delegalo, subeonst or dnervase dislose of w9iellier vokAdardy. onvdurtfany or by operation of taw, any ngM or obkgaborm habwWer without he pnw written consent of CITY rid to be unrawraty uWaieo Any sort unapixoved assignment, subcontracting or uansfei is sad No su lconbackng or devegatmn shall retiesa Vendor of any obagatam or kabdny order the Ayivernen; 8. No eounlerpans; S gnatures. I -nit Agreement may not be executed in counterparts 4 may be -gird e:t ctmktagy, ann surh eleechomc signatums shale constitute an pyiirmat for air purposes T he parties represenl and wanant that any Berson agtdrg the Agreunml has the auihon y to do so and Pal such sgnalae shag be suffdard Id and Vendor This Agreement Stall he fnmWered siared JAvhen a potty's slgriamrd a doitlersd by lacsi rsk ol e-real himsm,ssnn M a ' pdr lryfitat date file wet" ;ill DocuSgn S:0 signature wit Doai,Sign shall be treated n all respects as having the same face and effect as an anginal sig nakx•r By segning below. Vendor's authorized representative agrees to incorporate this Addendum into the AgaeAm -I. and hereby executes this Addendum as of the data not forth below. / r ,. Cm i Date Appt0ed as to Form and Legal Sulficetteyr V 7 VENDOR OAlj �lNJjjQ_P()WER-INC. By Name S&k ,in, notes Page 1 of 1 DocuSign Envelope ID: 1C739625-D08F-40F3-926E-E76AE2B6DE7A I DocuSign Envelope ID 4A49A82D-CCFOAC26-AC87-53171DEEK11 EXHIBIT D BARGAINING POWER PRICE LIST Bargai � ngr0"' F wer t�wltoR Q`rG wMweri 4 ItetAL"114 Base Software Llcettse Plan - -Des tion lnitial, tone Time License Fee:$45,000 . Includes twu cuncurrent users. Two perpetual copies of the Bargaining Power software and documentation and, one tabor agreement • Twelve hours of intemet-based group training for up to six ii people I • Trainer loads user's employee date base, all provisions of a i labor agreement and anticipated proposals and demands into Bargaining Power@. • Unlimited telephone support for one year following framing as part of the initial, perpetual license for two users • Software upgrades and updates for one year following training. In subsequent years, upgrades and updates shall be provided to the City at no adddicnal cost, contingent upon the timely payment of the prescribed annual maintenance fees. Additional User License Fee- $12,000 • Additional copies of the Software may be • licensed for extra concurrent users for $12,000 per additional user, it requested • within twelve months of the date hereof, and thereafter the City Manager may consoler an adjustment cost not to exceed 3% of the prior year license fee. This license fee does not include the mandatory training (see Staff Training, below). 1 Additional Training Option - — Customized Training: $8,DD0 I . 1 Unlimited tek-phone support I Software upgrades and updates for one year folkwnng training Third thru six users min be included in the initial training session For over six users, see Additional Training Options below 12 hours of intemet-based group training for up to six people Trainer bads and conducts training using customers employee data base, all provisions of a labor agreement and anticipated proposals and demands Into Bargaining PowerV9 It users are added at a future date or any further staff training should be requested additional training sessions using new materials shag he offered for the then current list price (currerdly $8,000) for up to six trainees. DocuSign Envelope ID: 1C739625-DO8F-4OF3-926E-E76AE2B6DE7A DocuSign Envelope ID. 4A49A82D-CCFO-4C26-AC87-531710EE8E11 E.XH unT n RARGVNING POWER PRICE LIST Bargaining Power Inc. Price List - Continued Annual Maintenance 1 Year One. The license fee includes the first year's maintenance services. 2. Year Two 15 io of initial License Fee and Training Fees: $6,750 3. Year Three and Succeeding Years. Maintenance period continues contingent 11 UPon the limely payment of the prescribed Imaintenance fees. • twelve months of unlimited telephone support for trained users j during regular hours (Monday - Friday 9.00 AM TO 5 00 PM) Software upgrades and updates for one year. • Maintenance period begins twelve months following initial training date and continues for twelve months • Twelve months of unlimited telephone support for trained users during regular hours (Monday - Friday 9700 AM TO 5 00 PM) i • Software upgrades and updates for one year i • Maintenance period continues contingent upon the finely payment of the prescribed maintenance lees. • Twelve months of unlimited telephone support for trained users during regular hours (Monday - Friday 9 00 AM TO 5 OQ PM ) • Software upgrades and updates for one year • Succeeding years' maintenance fees are 15% of then- current software license m ense fees or a utuak agreeable amount. AdWKMai Services _ Negotiation Preparation for Licensed users • Fully load all provisions of a labor agreement, an employee data j $12,000 flat fee per Labor Agreement base and anticipated proposats and demands according to customer preferences. • Develop reports as per customer spedfications. • 1 Agreement Base Only $10.000 each - Base & Proposals 512.000 • 2-3 Agreements Base Only 18.000 each -Base & Prop osals S 10,00f1 • 4 agreement Base Only $6,000 each - Base & Proposals $8,000 i Negodellon On -Celt SOW per day • Around -the -dock availability 'or customer support. • The first 1.112 hours of support between 5 PM and 9 AM Fasten Standard Time are included in the daily fee Additional support i during that time period will be billed in % hour increments it S20C oer hour Consbiti ng and Analysis S350 per hour • Organizational implementation of software • Strategic negotiation consultation. • Reconciliation of software results will, company data to validate or develop assumptions. DocuSign Envelope ID: 1C739625-D08F-40F3-926E-E76AE2B6DE7A r DowSign EnveloppID 4A49A82D-CCf0-4C26-AC87-531710EE8E1 I F:XIIIHIT E LICENSOR INSURANCE RLO IREMENTS ('he Licensor shall maintain the below required insurance in effect prior to awarding the Agreement anti for the duration of the Agreement. The maintenance of proper insurance coverage is a material element of the Agreement, and failure to maintain or renew coverage may be treated as a material oreach of the Agreement, which could result in withholding of payments or termination of the. Agreement. A Workers' Compensation Insurance for all employees of the Licensor as required by Florida Statute Chapter 440 and Employer Liability Insurance with a unit of no less than $1,000,000 per accident for bodily injury or disease Should the Licensor be exempt from this Statute the Licensor and each employee shall hold the City harmless from any injury incurred during the performance of the Agreement. The exempt contractor shall also submit (i) a written statement detailing the number of employees and that they are not required to carry Workers' Compensation insurance and do not anticipate hiring any additional employees during the term of this Agreement or (it) a copy of a Certificate of Exemption B Commercial General Liabilitv Insurance on an occurrence basis, including products and completed operations, property damage, bodily injury, and personal & advertising injury with limits no less than $1,000,000 per occurrence and $2,000,000 general aggregate.' C. Automobile Liability Insurance covering any automobile, if Licensor has no owned .automobiles, then coverage for hired and non -owned automobiles, with limit no less than $1,000.000 combined oer accident for bodily injury and property damage D. Professional Liability (Errors & Omissions) Insurance appropriate to the Consultant's profession, with limit no less :han S1,000,D00 E. Cyber Liability with limits no 'ess than $1,000,000 per occurrence and $2,000,000 general aggregate covering claims involving privacy violations, information theft, damage to or destruction of electronic: information, intentional andtor unintentional release of private information, alteration of electronic information, extortion and network security. Additional Insured - City of Miami Beach must be included by endorsement as an additional insured with respect to all liability policies (except Professional Liability and Workers' Compensation) ansing out o` work or operations performed on behalf of the Licensor including materials, parts, or equipment furnished in connection with such work or operations and automobiles owned, leased, hired or borrowed in the form of an endorsement to the Licensor's insurance. Notice of Cancellation -- Each insurance policy required above shall provide that coverage shall not be cancelled, except with notice to the City of Miacni Beach c/o EXIGIS Insurance Compliance Services Waiver of Subrogation - Licensor agrees to obtain arty endorsement that may be necessary to affect the waiver of subrogation on the coverages required. However, this provision applies regardless of whether the City has received a waiver of subrogation endorsement from the insurer. Acceptability of Insurers - Insurance must be placed with insurers with a current A.M Best rating of A VII or higher If not rated, exceptions may be made for members of the Florida Insurance Funds (i.e. FWCIGA, FAJUA). Carriers may also be considered if they are licensed and authorized to do insurance business in the State of Florida Verification of Coverage - Licensor shall furnish the City with original certificates and amendatory endorsements, or copies of the applicable insurance language, effecting coverage required bi this DocuSign Envelope ID: 1 C739625-D08F-40F3-926E-E76AE2B6DE7A e DocuSign Envelope ID 4A49A82D-CCFO-4C26-AC87-531710EE8E 11 Agreement. All certificates and endorsements are to be received and approved by the Customer before work commences. However, failure to obtain the required documents prior to the work beginning shall not waive the Licensor's obligation to provide them The Customer reserves the right to require complete, cert,fied copies of all required insurance policies, including endorsements, required by these specifications at any time CERTIFICATE HOLDER MUST READ: CITY OF MIAMI BEACH i cia Exigis Insurance Compliant Services P.O Box947 Murrieta, CA 92564 Kindly submit all certificates of insurance, endorsements, exemption letters to our servicing agent, EXIGIS, at. Certificates-miamiheachtarskworks.com Special Risks or Circumstances - The Customer reserves the right to modify these requirements, incli ding limits, based on the nature of the risk, prior experience, insurer, coverage, or other special circumstances Compliance with the foregoing requirements shall not relieve the Licensor of his liability and obligation under this section or under any other section of this agreement. DocuSign Envelope ID: 1C739625-D08F-40F3-926E-E76AE2B6DE7A ATTACHMENT A RESOLUTION & COMMISSION AWARD MEMO DocuSign Envelope ID: 1C739625-DO8F-4OF3-926E-E76AE2B6DE7A RESOLUTION NO. 2023-32515 A RESOLUTION OF THE MAYOR AND CITY COMMISSION OF THE CITY OF MIAMI BEACH, FLORIDA, ACCEPTING THE RECOMMENDATION OF THE CITY MANAGER, TO AUTHORIZE NEGOTIATIONS PURSUANT TO REQUEST FOR QUALIFICATIONS NO. 2023-094-WG LABOR COSTING SOFTWARE AND CONSULTING; AUTHORIZING THE ADMINISTRATION TO ENTER INTO NEGOTIATIONS WITH BARGAINING POWER, INC., AS THE TOP -RANKED PROPOSER; AND FURTHER AUTHORIZING THE MAYOR AND CITY CLERK TO EXECUTE AN AGREEMENT UPON CONCLUSION OF SUCCESSFUL NEGOTIATIONS BY THE ADMINISTRATION. WHEREAS, on October 21, 2022, the Mayor and City Commission approved the issuance of the Request for Qualifications (RFQ) No. 2023-094-WG Labor Costing Software and Consulting; and WHEREAS, Request for Qualifications No. 2023-094-WG (the "RFQ") was released on November 18, 2022; and WHEREAS, a voluntary pre -proposal meeting was held on December 2, 2022; and WHEREAS, on January 13, 2023, the City received a sole proposal from Bargaining Power Inc.; and WHEREAS, on January 30, 2023, The City Manager, via Letter to Commission No. 040- 2023, appointed an Evaluation Committee consisting of the following individuals: Richard Ajami, Budget Officer, Budget Department; Kenneth Ingersoll, Human Resources Administrator il, Human Resources Department; Kevin Irizarry, Risk and Benefits Analyst, Human Resources Department; and Fernando Pestana, Administrative Services Manager, Tourism and Cultural Development Department; and WHEREAS, the Evaluation Committee convened on February 10, 2023, to review and score the proposal; and WHEREAS, the Evaluation Committee received an overview of the project, information relative to the City's Cone of Silence Ordinance- and the Government Sunshine Law, general information on the scope of services, and a copy of the proposal; and WHEREAS, the Evaluation Committee was instructed to score and rank the sole proposal pursuant to the evaluation criteria established in the RFQ; and WHEREAS, after reviewing the submission and the Evaluation Committee's rankings and analysis, the City Manager concurs with the Evaluation Committee and recommends that the Mayor and City Commission authorize the Administration to enter into negotiations with Bargaining Power, Inc.; and further authorizing the City Manager and City Clerk to execute an agreement upon conclusion of successful negotiations by the Administration. NOW, THEREFORE, BE IT DULY RESOLVED BY THE MAYOR AND CITY COMMISSION OF THE CITY OF MIAMI BEACH, FLORIDA, that the Mayor and City Commission hereby accept the recommendation of the City Manager, pursuant to Request for Qualifications (RFQ) No. 2023-094-WG Labor Costing Software and Consulting; authorize the administration to enter into negotiations with Bargaining Power, Inc., as the top -ranked DocuSign Envelope ID: 1C739625-D08F-40F3-926E-E76AE2B6DE7A proposer; and further authorize the Mayor and City Clerk to execute an agreement upon conclusion of successful negotiations by the administration. PASSED AND ADOPTED this P ATTEST: VIAL 3 1 2023 Raf el . Granado, City Clerk APPROVED AS TO FORM & LANGUAGE & FOR EXECUTION ("V� 3- c-az City Attorney fir' Date day ofu��� 2023. Dan Gelber, Mayor `:INCOAP�Ofit+TED DocuSign Envelope ID: 1C739625-D08F-40F3-926E-E76AE2B6DE7A Competitive Bid Reports - C2 B MIAMI BEACH COMMISSION MEMORANDUM TO: Honorable Mayor and Members of the City Commission FROM: Alina T. Hudak, City Manager DATE: March 27, 2023 SUBJECT:A RESOLUTION OF THE MAYOR AND CITY COMMISSION OF THE CITY OF MIAMI BEACH, FLORIDA, ACCEPTING THE RECOMMENDATION OF THE CITY MANAGER, TO AUTHORIZE NEGOTIATIONS PURSUANT TO REQUEST FOR QUALIFICATIONS NO. 2023-094-WG LABOR COSTING SOFTWARE AND CONSULTING; AUTHORIZING THE ADMINISTRATION TO ENTER INTO NEGOTIATIONS WITH BARGAINING POWER, INC., AS THE TOP -RANKED PROPOSER; AND FURTHER AUTHORIZING THE MAYOR AND CITY CLERK TO EXECUTE 'AN AGREEMENT UPON CONCLUSION OF SUCCESSFUL NEGOTIATIONS BY THE ADMINISTRATION. RECOMMENDATION It is recommended that the Mayor and City Commission approve the Resolution authorizing the Administration to negotiate with Bargaining Power, Inc., the sole proposer for Request for Proposals (RFQ) 2023-094-WG; and, further, authorize the City Manager and City Clerk to execute an Agreement upon successful negotiations. This solicitation is currently under the cone of silence. BACKGROUND/HISTORY The City has five (5) collective bargaining groups, representing more than 1,300 employees, for which the contracts are re -negotiated every three (3) years. It is valuable for the Human Resources Department to have a tool, known as labor costing software, that can facilitate the analysis of fiscal impacts regarding salaries, extra pay, and benefits for various scenarios. Labor costing software will assist the Administration in more fully understanding the impacts of scenarios contemplated during the contract negotiations for the City's five (5) bargaining groups. Through the RFQ, the Administration sought proposals from qualified providers of labor costing software and related services for the City's consideration. ANALYSIS On October 21, 2022, the Mayor and City Commission approved the issuance of the Request for Qualifications (RFQ) No. 2023-094-WG for labor costing software and related services. The Procurement Department issued bid notices to 33,189 companies utilizing the City's e- Page 32 of 1292 DocuSign Envelope ID: 1C739625-D08F-40F3-926E-E76AE2B6DE7A procurement system, with 61 prospective bidders accessing the solicitation. RFQ responses were due and received on January 13, 2023. The City received a sole proposal from Bargaining Power, Inc. On February 10, 2023, the Evaluation Committee appointed by the City Manager convened to consider the proposal received. The Committee was comprised of Richard Ajami, Budget Officer, Budget Department; Kenneth Ingersoll, Human Resources Administrator 11, Human Resources Department; Kevin Irizarry, Risk and Benefits Analyst, Human Resources Department; and Fernando Pestana, Administrative Services Manager, Tourism and Cultural Development Department. The Committee was provided an overview of the project, and information relative to the Citys 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 each proposal. The Committee was instructed to score and rank each proposal pursuant to the evaluation criteria established in the RFQ. The evaluation committee determined that Bargaining Power, Inc. was qualified and should be considered for negotiations (see Attachment A). Below is a short bio of the firm based on information it has submitted. Bargaining Power, Inc. is headquartered in New York, NY. The firm has assisted organizations with analyses services for collective bargaining, human resource planning, annual budgeting, workforce sizing, operations management, mergers and acquisitions, and other financial projections since 1991. Its proprietary software leverages Human Resource and Enterprise Resource Planning (ERP) data to forecast labor costs. The firm's customers range in.size from 100 to over 100,000 across both the private and public sectors. SUPPORTING SURVEY DATA Not Applicable FINANCIAL INFORMATION The fees will be negotiated with the selected firm. The Human Resources Department estimates the cost of the system at $30,000/year based on prior similar systems, exclusive of any consulting services required. This contract and price will be negotiated. Services for this contract would be funded through the Department's budget subject to approval through the budget process. At this time, grant funding is not anticipated. However, should grant funding be available at a later date, any resulting agreement would need to incorporate the grant's terms and conditions. Amounts)/Account(s): Account no. 011-0375-000312-13-400-582-00-00-00- CONCLUSION After reviewing the submission and the results of the Evaluation Committee process, I believe that Bargaining Power, Inc. has the experience necessary to provide the City the software and services sought. Bargaining Power has worked with large public and private sector organizations across the U.S. and, in addition to the labor costing software, can provide a full array of Page 33 of 1292 DocuSign Envelope ID: 1C739625-D08F-40F3-926E-E76AE2B6DE7A consulting and training services that appear to be beneficial for the City's bargaining process. Therefore, I recommend that the Mayor and City Commission approve the Resolution authorizing the Administration to negotiate with Bargaining Power, Inc., the sole proposer to Request for Proposals (RFQ) 2023-094-WG; and, further, authorize the City Manager and City Clerk to execute an Agreement upon successful negotiations by the Administration. Applicable Area Not Applicable Is this a "Residents Right to Know" item, pursuant to City Code Section 2-14? No Strategic Connection Non -Applicable Legislative Tracking Human Resources/Procurement ATTACHMENTS: Description ❑ Attachment A ❑ Resolution Does this item utilize G.O. Bond Funds? M Page 34 of 1292 DocuSign Envelope ID: 1C739625-D08F-40F3-926E-E76AE2B6DE7A RFQ 2023.094 NG Labor Costing 4� a LOW o Software and Consultin 9 Richard Ajeml Y Kenneth InBstaoll e S Kevin Irizarry Psstena Aggregate c 5gI d 12 e K Totals 'd! Qualitative Quanlltauve Subtotal Qualitative Quantitative 1 Subtotal Qua111a6w Quantltative Subtotal Q.I1LSve QuantMetive Subtotal Bargaining Power Inc. 75 0 75 1 88 1 0 tl8 1 70 0 1 70 1 80 0 80 1 4 1 FOR DISPLAY PURPOSES ONLY. FINAL RANKING DOES NOT CONSTITUTE AN AWARD RECOMMENDATION. DocuSign Envelope ID: 1 C739625-D08F-40F3-926E-E76AE2B6DE7A ATTACHMENT B ADDENDUM AND RFQ SOLICITATION DocuSign Envelope ID: 1C739625-D08F-40F3-926E-E76AE2B6DE7A MIAMIBEACH PROCUREMENT DEPARTMENT 1755 Meridian Avenue, 3rd Floor Miami Beach, Florida 33139 www.miamibeachfl.gov ADDENDUM NO. 1 REQUEST FOR QUALIFICATIONS NO. 2023-094-WG FOR LABOR COSTING SOFTWARE AND CONSULTING December 30, 2022 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). REVISION: RFQ DUE DATE AND TIME. The deadline for the electronic receipt of bids is extended until 3:00 p.m., on Friday, January 13, 2023. All bids received and time stamped through BidSync, prior to the bid submittal deadline shall be accepted as timely submitted. Bids will be opened promptly at the time and date specified. Hard copy bids or bids received electronically, either through email or facsimile, submitted prior to or after the deadline for receipt of bids 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. II. REVISION: Revise Section 0300, Proposal Submittal Instructions and Format, Tab 1, 1.2.1 as follows: 1.2 Minimum Qualification Requirement. Submit verifiable information documenting compliance with the minimum qualifications requirements established below: 1.2.1. Proposer or its principals (for the purpose of this section, defined as "proposing firm or principal(s) of firm") must have a minimum of three (3) years of experience in providing labor costing software services to state, local governments, and/or private sector companies. Submittal Requirement: For each project that the Proposer submits as evidence of years of experience for the firm and/or any principal, the following is required: project description, agency name, agency contact, contact telephone & email, and year(s) and term of engagement. For each project, identify whether the experience is for the firm or for a principal (include name of principal) III. ATTACHMENTS: 1. Exhibit A: Appendix B Insurance Requirements 2. Exhibit B: Pre -bid Meeting Sign -in Sheet IV. RESPONSES TO QUESTIONS RECEIVED: Q1. Will you be sending out the attendee list from the pre -bid bid meeting? Al: Refer to Exhibit B, Pre -Bid Meeting Sign -in Sheet attached. Q2: Can we develop our own software for Miami Beach, or do we have to work with existing commercial software used by some government institutions? DocuSign Envelope ID: 1C739625-D08F-40F3-926E-E76AE2B6DE7A MIAMIBEACH PROCUREMENT DEPARTMENT 1755 Meridian Avenue, 3,d Floor Miami Beach, Florida 33139 www.miamibeachfl.gov A2: The City of Miami Beach seeks an established, proven software successfully used by public sector agencies. Q3: What software solution is currently in place? A3: The city previously utilized Gov Invest as its labor costing software. Q4: We have provided labor costing software and services to private sector companies, unions, and public sector transit authorities. Would you please let me know if this is sufficient experience, or close enough to the minimum requirement, to submit a proposal without being considered non -responsive? A4: Refer to Revision II above. 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 Contact: Telephone: Email: William Garviso 305-673-7000 ext. 26650 WilliamGarviso miamibeachfl. ov 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. 5Inc iy, \I x ni 'ro en it for DocuSign Envelope ID: 1C739625-DO8F-4OF3-926E-E76AE2B6DE7A MIAMIBEACH EXHIBIT A APPENDIX B PROCUREMENT DEPARTMENT 1755 Meridian Avenue, 3,d Floor Miami Beach, Florida 33139 www.miamibeachfl.gov MIAMI BEACH INSURANCE REQUIREMENTS 2023-094-WG Labor Costing Software and Consulting PROCUREMENT DEPARTMENT 1755 Meridian Avenue, 3rd Floor Miami Beach, Florida 33139 DocuSign Envelope ID: 1C739625-D08F-40F3-926E-E76AE2B6DE7A MIAMIBEACH PROCUREMENT DEPARTMENT 1755 Meridian Avenue, To Floor Miami Beach, Florida 33139 www.miamibeachfl.gov TYPE 7 — PROFESSIONAL SERVICES (NON -CONSTRUCTION) INSURANCE REQUIREMENTS The vendor shall maintain the below required insurance in effect prior to awarding the contract and for the duration of the contract. The maintenance of proper insurance coverage is a material element of the contract, and failure to maintain or renew coverage may be treated as a material breach of the contract, which could result in withholding of payments or termination of the contract. A. Workers' Compensation Insurance for all employees of the Contractor as required by Florida Statute Chapter 440 and Employer Liability Insurance with a limit of no less than $1,000,000 per accident for bodily injury or disease. Should the Contractor be exempt from this Statute, the Contractor and each employee shall hold the City harmless from any injury incurred during the performance of the Contract. The exempt contractor shall also submit (i) a written statement detailing the number of employees and that they are not required to carry Workers' Compensation insurance and do not anticipate hiring any additional employees during the term of this contract or (d) a copy of a Certificate of Exemption. B. Commercial General Liability Insurance on an occurrence basis, including products and completed operations, property damage, bodily injury, and personal & advertising injury with limits no less than $1,000,000 per occurrence and $2,000,000 general aggregate. C. Automobile Liability Insurance covering any automobile, if vendor has no owned automobiles, then coverage for hired and non -owned automobiles, with limit no less than $1,000,000 combined per accident for bodily injury and property damage. D. Professional Liability (Errors & Omissions) Insurance appropriate to the Consultant's profession, with limit no less than $1,000,000. E. Cyber Liability with limits no less than $1,000,000 per occurrence and $2,000,000 general aggregate covering claims involving privacy violations, information theft, damage to or destruction of electronic information, intentional and/or unintentional release of private information, alteration of electronic information, extortion and network security. Additional Insured - City of Miami Beach must be included by endorsement as an additional insured with respect to all liability policies (except Professional Liability and Workers' Compensation) arising out of work or operations performed on behalf of the contractor including materials, parts, or equipment furnished in connection with such work or operations and automobiles owned, leased, hired or borrowed in the form of an endorsement to the contractor's insurance. Notice of Cancellation - Each insurance policy required above shall provide that coverage shall not be cancelled, except with notice to the City of Miami Beach c/o EXIGIS Insurance Compliance Services. Waiver of Subrogation — Vendor agrees to obtain any endorsement that may be necessary to affect the waiver of subrogation on the coverages required. However, this provision applies regardless of whether the City has received a waiver of subrogation endorsement from the insurer. Acceptability of Insurers — Insurance must be placed with insurers with a current A.M. Best rating of DocuSign Envelope ID: 1C739625-DO8F-4OF3-926E-E76AE2B6DE7A MIAMIBEACH PROCUREMENT DEPARTMENT 1755 Meridian Avenue, 3rd Floor Miami Beach, Florida 33139 www.miamibeachfl.gov A:VII or higher. If not rated, exceptions may be made for members of the Florida Insurance Funds (i.e. FWCIGA, FAJUA). Carriers may also be considered if they are licensed and authorized to do insurance business in the State of Florida. Verification of Coverage — Contractor shall furnish the City with original certificates and amendatory endorsements, or copies of the applicable insurance language, effecting coverage required by this contract. All certificates and endorsements are to be received and approved by the City before work commences. However, failure to obtain the required documents prior to the work beginning shall not waive the Contractor's obligation to provide them. The City reserves the right to require complete, certified copies of all required insurance policies, including endorsements, required by these specifications, at any time. CERTIFICATE HOLDER MUST READ: CITY OF MIAMI BEACH c/o Exigis Insurance Compliant Services P.O. Box 947 Murrieta, CA 92564 Kindly submit all certificates of insurance, endorsements, exemption letters to our servicing agent, EXIGIS, at: Certificates-miamibeach@riskworks.com Special Risks or Circumstances - The City of Miami Beach reserves the right to modify these requirements, including limits, based on the nature of the risk, prior experience, insurer, coverage, or other special circumstances. Compliance with the foregoing requirements shall not relieve the vendor of his liability and obligation under this section or under any other section of this agreement. DocuSign Envelope ID: 1C739625-D08F-40F3-926E-E76AE2B6DE7A MIAMI BEACH Request for Qualifications (RFQ) 2023-094-WG Labor Costing Software and Consulting 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 INSURANCE REQUIREMENTS DocuSign Envelope ID: IC739625-D08F-40F3-926E-E76AE2B6DE7A 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. The City utilizes Periscope S2G (formerly known as BidSync) (www.periscopeholdings.com or 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 Periscope S2G must register immediately with Periscope S2G to assure it receives any addendum issued to this RFQ. Failure to receive an addendum may result in disqualification of proposal submitted. 2. BACKGROUND AND PURPOSE. The City has five (5) collective bargaining groups in which the contracts are re -negotiated every three (3) years. It is valuable for the Human Resources Department to have a financial tool to facilitate analysis and impact scenarios regarding salaries, extra pay, and benefits. A labor costing software would improve productivity and accuracy in preparation for negotiation with the five (5) bargaining groups representing more than 1,300 collective bargaining members. 3. STATEMENT OF WORK DESIRED. Through this RFQ, the Human Resources Department seeks labor costing software to model employee pay and benefits. The primary use is for modeling various scenarios for collective bargaining or budgeting. The software must have, but not be limited to, the following: • comprehensive reporting capabilities; • employee groups and ability to modify groups, • track costs individually; • forecasting, • project the outcome of projects before completion; • measure total compensation, and • validate results. In addition to the software component, the Department seeks a consulting aspect to assist with modeling options and reports. 4. ANTICIPATED RFQ TIMETABLE. The tentative schedule for this solicitation is as follows: RFQ Issued November 18, 2022 Pre -Proposal Meeting December 2, 2022 at 11:00 am ET Join on your computer, mobile app or room device Click here to loin the meeting Meeting ID: 262 193 992 571 Passcode: 7PEXsa Or call in (audio only) +1 786-636-1480„923619105# United States, Miami Phone Conference ID: 923 619 105# Deadline for Receipt of Questions December 29, 2022 at 5:00 pm ET Responses Due January 6, 2023 at 3:00 pm ET Join on your computer, mobile app or room DocuSign Envelope ID: 1C739625-D08F-40F3-926E-E76AE2B6DE7A MIAMI BEACH device Click here to join the meeting Meeting ID: 218 474 221 577 Passcode: v4d2FU Or call in (audio only) +1 786-636-1480„228215911# United States, Miami Phone Conference ID: 228 215 911# Evaluation Committee Review TBD Tentative Commission Approval TBD Contract Negotiations Following Commission Approval 5. PROCUREMENT CONTACT. Any questions or clarifications concerning this solicitation shall be submitted to the Procurement Contact noted below: Procurement Contact Telephone Email 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 0100-5. 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). A pre -proposal meeting or site visit(s) may be scheduled. Attendance for the pre -proposal meeting shall be via web conference and recommended as a source of information but is not mandatory. Proposers interested in participating in the Pre -Proposal Meeting must follow these steps: Join on your computer, mobile app or room device Click here to join the meeting Meeting ID: 262 193 992 571 Passcode: 7PEXsa Or call in (audio only) +1 786-636-1480„923619105# United States, Miami Phone Conference ID: 923 619 105# Proposers who are participating should send an e-mail to the contact person listed in this RFQ expressing their intent to participate. 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 Periscope S2G. Any prospective proposer who has received this RFQ by any means other than through Periscope S2G must register immediately with Periscope S2G 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. DocuSign Envelope ID1C739625-D08F-40F3-926E-E76AE2B6DE7A MIAMI BEACH 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(a)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 City Manager may appoint an evaluation committee to assist in the evaluation of proposals received. The evaluation committee is advisory only to the city manager. The city manager may consider the information provided by the evaluation committee process and/or may utilize other information deemed relevant. The City Manager's recommendation need not be consistent with the information provided by the evaluation committee process and takes into consideration Miami Beach City Code Section 2-369, including the following considerations: (1) The ability, capacity and skill of the Proposer to perform the contract. (2) Whether the Proposer can perform the contract within the time specified, without delay or interference. (3) The character, integrity, reputation, judgment, experience and efficiency of the Proposer. (4) The quality of performance of previous contracts. (5) The previous and existing compliance by the Proposer with laws and ordinances relating to the contract. The City Manager 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 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. 13. E-VERIFY. As a contractor you are obligated to comply with the provisions of Section 448.095, Fla. Stat., "Employment Eligibility." Therefore, you shall utilize the U.S. Department of Homeland Security's E-Verify system to verify the employment eligibility of all new employees hired by the Contractor during the term of the Contract and shall expressly require any subcontractors performing work or providing services pursuant to the Contract to likewise utilize the U.S. Department of Homeland Security's E-Verify system to verify the employment eligibility of all new DocuSign Envelope ID: 1C739625-D08F-40F3-926E-E76AE2B6DE7A MIAMI BEACH employees hired by the subcontractor during the Contract term. 14. PERISCOPE S2G (FORMERLY BIDSYNC). The Procurement Department utilizes Periscope S2G, Supplier -to - Government electronic bidding (e-Bid) platform. If you would like to be notified of available competitive solicitations released by the City you must register and complete your vendor qualifications through Periscope S2G, Supplier -to - Government www.bidsync.com/Miami-Beach. Registration is easy and will only take a few minutes. For detailed instructions on how to register, complete vendor qualifications and submit electronic bids visit https://www.miamibeachfl.gov/city-hall/procurement/for-approval-how-to-become-a-vendor/. Should you have any questions regarding this system or registration, please visit the above link or contact Periscope S2G, Supplier -to -Government at support(c)bid sync.com or 800.990.9339, option 1, option 1. 15. HOW TO MANAGE OR CREATE A VENDOR PROFILE ON VENDOR SELF SERVICE (VSS). In addition to registering with Periscope S2G, the City encourages vendors to register with our online Vendor Self- Service web page, allowing City vendors to easily update contacts, attachments (W-9), and commodity information. The Vendor Self -Service (VSS) webpage (https://selfservice.miamibeachfl.qov/vss/Vendors/default.aspx) will also provide you with purchase orders and payment information. Should you have any questions and/or comments, do not hesitate to submit them to vendors upport c( miamibeachfl.gov . 16. SUPPLIER DIVERSITY. In an effort to increase the number and diversity of supplier options in the procurement of goods and services, the City has established a registry of LGBT-owned businesses, as certified by the National LGBT Chamber of Commerce (NGLCC) and small and disadvantaged businesses, as certified by Miami -Dade County. See authorizing resolutions here. If your company is certified as an LGBT-owned business by NGLCC, or as a small or disadvantaged business by Miami -Dade County, click on the link below to be added to the City's supplier registry (Vendor Self -Service) and bid system (Periscope S2G, Supplier -to -Government). These are two different systems and it is important that you register for both. Click to see acceptable certification and to register: https://www.miamibeachfl.gov/city-hall/procurement/how-to- become-a-vendor/. Balance of Page Intentionally Left Blank Docuftn Envelope ID: IC739625-D08F-40F3-926E-E76AE2B6DE7A MIAMI BEACH SECTION 0200 GENERAL CONDITIONS FORMAL SOLICITATIONS TERMS & CONDITIONS - GOODS AND 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 10.27.2022), incorporated herein, which may be found at the following link: https://www.miamibeachfl. og v/city-hall/procurement/standard-terms-and-conditions/ Balance of Page Intentionally Left Blank DocuSign Envelope ID: 1C739625-D08F-40F3-926E-E76AE2B6DE7A MIAMI BEACH SECTION 0300 PROPOSAL SUBMITTAL INSTRUCTIONS AND FORMAT 1. ELECTRONIC RESPONSES (ONLY). Proposals must be submitted electronically through Periscope S2G (formerly BidSync) on or before the date and time indicated. Hard copy proposals or proposals received through email or facsimile are not acceptable and will be rejected. A proposer may submit a modified proposal to replace all or any portion of a previously submitted proposal until the deadline for proposal submittals. The City will only consider the latest version of the bid. Electronic proposal submissions may require the uploading of attachments. All documents should be attached as separate files in accordance with the instructions included in Section 4, below. Attachments containing embedded documents or proprietary file extensions are prohibited. It is the Bidder's responsibility to assure that its bid, including all attachments, is uploaded successfully. Only proposal submittals received, and time stamped by Periscope S2G (formerly BidSync) prior to the proposal submittal deadline shall be accepted as timely submitted. Late bids cannot be submitted and will not be accepted. Bidders are cautioned to allow sufficient time for the submittal of bids and uploading of attachments. Any technical issues must be submitted to Periscope S2G (formerly BidSync) by contacting (800) 990-9339 (toll free) or S2G(@periscopeholdings.com. The City cannot assist with technical issues regarding submittals and will in no way be responsible for delays caused by any technical or other issue. It is the sole responsibility of each Bidder to ensure its proposal is successfully submitted in BidSync prior to the deadline for proposal submittals. 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). 2. Failure to comply with the Minimum Eligibility Requirements (if applicable). 3. OMITTED OR ADDITIONAL INFORMATION. Failure to complete and submit the Bid Submittal Questionnaire (submitted electronically) with the bid and by the deadline for submittals shall render a proposal non -responsive. With the exception of the Bid Submittal Questionnaire (completed and submitted electronically), 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 Periscope S2G. 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. 1.2 Minimum Qualification Requirement. Submit verifiable information documenting compliance with the minimum DocuSign Envelope ID: 1C739625-D08F-40F3-926E-E76AE2B6DE7A MIAMI BEACH qualifications requirements established below: 1.2.1. Proposer or its principals (for the purpose of this section defined as "proposing firm or principal(s) of firm") must have a minimum of three (3) years of experience in providing labor costing software services to state or local governments. Submittal Requirement: For each project that the Proposer submits as evidence of years of experience for the firm and/or any principal, the following is required: project description, agency name, agency contact, contact telephone & email, and year(s) and term of engagement. For each project, identify whether the experience is for the firm or for a principal (include name of principal). Experience and Qualifications 2.1 Qualifications of Proposing Firm. Provide evidence that the proposed solution is an established, proven software explicitly designed to meet the needs defined herein and used by public sector agencies successfully. For each project that the Proposer submits as evidence of experience for the firm and/or any principal, the following is required: 1) project description, 2 application solution furnished & implemented, 3) agency name, 4) agency contact, 5) contact telephone & email. For each project, identify whether the experience is for the firm or for a principal (include name of principal). 2.2 Qualifications of Proposer Team. Provide an organizational chart of all personnel and consultants to be used for this project if awarded, the role that each team member will play in providing the services detailed herein, including but not limited to software development, installation, implementation, and support of the software product and each team members' qualifications. A resume of each individual, including education, experience, and any other pertinent information, shall be included_ for each team member to be assigned to this contract. and Methodol Submit detailed information addressing how proposer has previously achieved each portion of the Statement of Work, including but not limited to project planning and implementation (3.1), training (3.2), and maintenance/support information (3.3): 3.1 Project Planning and Implementation Information. 3.1.1 Provide complete sample project plan(s) for previous similar projects. Include firm's approach to project management, implementation, migration, and training to ensure success. 3.1.2 Include previous sample project schedule(s) based on the above project plan. Indicate significant "milestones" in a project of this nature and magnitude. 3.2 Training Information. 3.2.1 Describe and provide details on the training program approach(es). Include Administrator, Power User, and Full User roles, including in-house training ("Live"). 3.2.2 Describe all training manuals and formats available. Describe other methods or training available to City users. 3.3 Maintenance/Support. 3.3.1 Describe the levels and types of ongoing software support and maintenance provided by your firm. Specify the current version of your software, next major upgrade, how often the software is upgraded, and how the upgrades are accomplished. 3.3.2 Indicate how support would be provided to the City (hotline telephone support, email, on -site, helpdesk, etc.). Describe the support escalation process should initial methods of support not adequately address the issue(s). 3.4 Consulting Services. Describe the firm's expertise in providing consulting services related to modeli DocuSign Envelope ID: 1C739625-D08F-40F3-926E-E76AE286DE7A MIAMI BEACH options and report generation. Balance of Page Intentionally Left Blank DocuSign Envelope ID: 1 C739625-D08F-40F3-926E-E76AE2B6DE7A 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. 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 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. Veterans Preference DocuSign Envelope ID: 1C739625-D08F-40F3-926E-E76AE2B6DE7A 4. Determination of Final Ranking. The sum of qualitative and quantitative scores will be converted to rankings in accordance with the example below: Qualitative Points Q Proposer... 82 . 74 Proposer C 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 i 100 79 66 Rank 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 Paqe Intentionally Left Blank DocuSign Envelope ID: 1C739625-D08F-40F3-926E-E76AE2B6DE7A APPENDIX A MIAMI BEACH Special Conditions 2023-094-W G Labor Costing Software and Consulting PROCUREMENT DEPARTMENT 1755 Meridian Avenue, 3rd Floor Miami Beach, Florida 33139 DocuSign Envelope ID: 1C739625-D08F-40F3-926E-E76AE2B6DE7A 1. TERM OF CONTRACT. The term of the Agreement resulting from this RFQ shall be for an initial term of three (3) years. 2. OPTION TO RENEW. The City, through its City Manager, will have the option to extend for two (2) additional two-year periods at the City's sole discretion. The successful contractor shall maintain, for the entirety of any renewal period, the same revenue share, terms, and conditions included within the originally awarded contract. Continuation of the contract beyond the initial period, and any option subsequently exercised, is a City prerogative, and not a right of the successful contractor. 3. 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. 4. 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. 5. Change of Project Manager. A change in the Consultant's project manager (as well as any replacement) shall be subject to the prior written approval of the City Manager or his designee (who in this case shall be an Assistant City Manager). Replacement (including reassignment) of an approved project manager or public information officer shall not be made without submitting a resume for the replacement staff person and receiving prior written approval of the City Manager or his designee (i.e. the City project manager). 6. 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. DocuSign Envelope ID: 1C739625-D08F-40F3-926E-E76AE286DE7A APPENDIX B MIAMI BEACH INSURANCE REQUIREMENTS 2023-094-WG Labor Costing Software and Consulting PROCUREMENT DEPARTMENT 1755 Meridian Avenue, 31d Floor Miami Beach, Florida 33139 DocuSign Envelope ID: 1C739625-D08F-40F3-926E-E76AE2B6DE7A MIAMI BEACH INSURANCE REQUIREMENTS TO BE PROVIDED VIA ADDENDUM. DocuSign Envelope ID: 1 C739625-D08F-40F3-926E-E76AE2B6DE7A ATTACHMENT C SUNBIZ & PROPOSAL RESPONSE TO RFQ DocuSign Envelope ID: 1C739625-D08F-40F3-926E-E76AE2B6DE7A Department of State Division of Corporations Entity Information Return to Rasults Reo m to Sear 11 Enttt,r Delaile ENTITY NAME: BARGAINING POWER INC FOREIGN LEGAL NAME: ENTITY TYPE: DOMESTIC BUSINESS CORPORATION SECTIONOF LAW: 402 BCL - BUSINESS CORPORATION LAW DATE OF INITIAL DOS FILING: 07/23/1991 EFFECTIVE DATE INITIAL FILING: 07/23/1991 FOREIGN FORMATION DATE: COUNTY: NEW YORK JURISDICTION: NEW YORK, UNITED STATES ENTrrY DISPLAY I I I Service of Process on the Secretary of State as Agee DOS ID: 1563270 FICTITIOUS NAME: DURATION DATE/LATEST DATE OF DISSOLUTION: ENTITY STATUS: ACTIVE REASON FOR STATUS: INACTIVE DATE: STATEMENT STATUS: PAST DUE DATE NEXT STATEMENT DUE DATE: 07/31/2019 NFP CATEGORY: The Post Office address to which the Secretary of State shall mail a copy of any process against the corporation served upon the Secretary of State by personal delivery: Name: BETSY CAGAN Address: 116 WEST 23RD STREET. FIFTH FLOOR. NEW YORK, NY. UNITED STATES, 10011 Electronic Service of Process on the Secretary of State as agent: Not Permitted oual E xnudnyv 4,Alic r'y Name and Address Name: BETSY CAGAN Address: 116 WEST 23RD STREET. FIFTH FLOOR. NEW YORK. NY, UNITED STATES, 10011 Principal Exrcuuve Office Address Address: 116 WEST 23RD STREET, FIFTH FLOOR. NEW YORK, NY, UNITED STATES, 10011 RNIstered Agent Name and Addrrss Name: Addrou: Entity Pr,mary Location Namo Anti Ador Name: Address: DocuSign Envelope ID: 1C739625-D08F-40F3-926E-E76AE2B6DE7A Is The Entity A Farm Corporation: NO Stoek Information woo ftw Nug""D►aissr" VAIUr ref ntw#- PAR VALUE 50,000 $0,00100 PAR VALUE 100.000 $1 00000 DocuSign Envelope ID: 1C739625-D08F-40F3-926E-E76AE2B6DE7A BID SUBMITTAL QUESTIONNAIRE SECTION 1 - BID CERTIFICATION rumiVI This document is a REQUIRED FORM that must be submitted fully completed and submitted. Solicitation No: Solicitation Title: BID NUMBER PROJECT TITLE BIDDER'S NAME: Bargaining Power Inc. NO. OF YEARS IN BUSINESS. 22 NO. OF YEARS IN BUSINESS I OCALLY NO. OF EMPLOYEES: 4 OTHER NAME(S) BIDDER HAS OPERATED UNDER IN THE LAST 10 YEARS'. BIDDER PRIMARY ADDRESS (HEADQUARTERS): 526 East 20th Street, Suite 10F CITY: New York STATE NY ZIP CODE"10009 TELEPHONE NO.: 212.995-0477 TOLL FREE NO.'. FAX NO BIDDER LOCAL ADDRESS. CITY STATE: ZIP CODE PRIMARYACCOUNT REPRESENTATIVE FOR THIS ENGAGEMENT: Betsy Cagan ACCOUNT REP TELEPHONE NO 917-846-MO ACCOUNT REP TOLL FREE NO ACCOUNT REP EMAIL. bcagan@bargainingpower.com FEDERAL TAX IDENTIFICATION NO 13-3625005 By virtue of submitting a bid, bidder agrees: a) to complete and unconditional acceptance of the terms and conditions of this document and the solicitation, including all addendums specifications, attachments, exhibits, appendices and any other document referenced in the solicitation 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) if 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 and Title of Bidder's Authorized Signature of Bidder's Authorized Representative: Representative: Betsy Cagan, President Betsy Cagan DocuSign Envelope ID: 1C739625-DO8F-4OF3-926E-E76AE2B6DE7A 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 Confirm Receipt Enter Initial to Confirm Receipt Enter Initial to Confirm Receipt BJC Addendum 1 Addendum 6 Addendum 11 Addendum 2 Addendum 7 Addendum 12 Addendum 3 Addendum 8 Addendum 13 Addendum 4 Addendum 9 Addendum 14 Addendum 5 Addendum 10 Addendum 15 If additional confirmation of addendum is required, submit under separate cover. 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. 4ZI*rT1r)K1 A _ PIMAKIrIAll rADAf-ITV At time of request by the City, bidder shall request that Dun A Bradstreet submit its Supplier Qualifier Report directly to the City, with bid or within three (3) days of request. Bidder shall arrange for Dun & Bradstreet to submit a Supplier Qualification Report (SQR) directly to the City. No proposal will be considered without receipt (when requested), 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://supplierporta1.dnb.com/webapp/wcs/stores/serviet/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. DocuSign Envelope ID. 1 C739625-D08F-40F3-926E-E76AE2B6DE7A SECTION 5 - REFERENCES AND PAST PERFORMANCE Project No. BID NUMBER Project Title PROJECT TITLE Bidder 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. Bidder may submit additional references as part of its bids submittal. Reference No.1 Firm Name: Lockheed Martin Coporation Contact Individual Name and Title: Chris Jacobsen, Labor Relations Specialist Address: 6801 Rockledge Drive Bethesda, MD 20817 Telephone: 408-242-0749 Contact's Email: cjacobsen@lmco.com Narrative on Scope of Services Provided, Project Budget, and Project Dates: Lockheed licensed the software in 2005 and has obtained support and training. The initial license fee was $55,000. Reference No.2 Firm Name: Utah Transit Authority Contact Individual Name and Title: Kim Shanklin, Chief People Officer Address: 3600 South 700 West, PO Box 30810, Salt Lake City, UT 84130 Telephone: 801-287-2328 Contact's Email: kshanklin@rideuta.com Narrative on Scope of Services Provided, Project Budget, and Project Dates: Utah Transit Authority licensed the software in 2009 and has obtained support and training. The initial license fee was $15,000. DocuSign Envelope ID: 1C739625-D08F-40F3-926E-E76AE2B6DE7A Reference No.3 Firm Name: Coca-Cola Consolidated Inc. Contact Individual Name and Title: Katy McCarthy, Manager Executive Compensation and FP&A Address: 4100 Coca-Cola Plaza Charlotte, NC 28211 Telephone: 704-557-4477 Contact's Email: katy.mccarthy@cokeconsolidated.com Narrative on Scope of Services Provided, Project Budget, and Project Dates: Coca-Cola Consolidated licensed the software in 2019 and has obtained support and training. The initial license fee was $57,000. SECTION 6 - 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 7 - SMALL AND DISAr ") BUS ""'SS CERTIFICATIO' Pursuant to Resolution 2020-31519, the City is tracking the Small and Disadvantaged Businesses, as certified by Miami -Dade County that have been certified as Small or Disadvantaged Business by Miami -Dade County. Does bidder possess Small or Disadvantaged Business certification by Miami -Dade County? 0 YES NO 'r7`10N 8 - LGBT "BUSINESS ENTF')PRISr --RTIF11­"-""'' Pursuant to Resolution 2020-31342, the City is tracking the utilization of LGBT owned firms that have been certified as an LGBT Business Enterprise by the National Gay and Lesbian Chamber of Commerce (NGLCC). Does bidder possess LGBT Business Enterprise Certification by the NGLCC? YES NO DocuSign Envelope ID: 1 C739625-D08F-40F3-926E-E76AE2B6DE7A SECTION 9 - BYRD ANTI -LOBBYING AMENDMENT CERTIFICATION FORM APPENDIX A, 44 C.F.R. PART 18 — CERTIFICATION REGARDING LOBBYING Certification for Contracts, Grants, Loans, and Cooperative Agreements The undersigned Contractor certifies, to the best of his or her knowledge, that 1. No Federal appropriated funds have been paid or will be paid, by or on behalf of the undersigned, to any person for influencing or attempting to influence an officer or employee of an agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with the awarding of any Federal contract, the making of any Federal grant, the making of any Federal loan, the entering into of any cooperative agreement, and the extension, continuation, renewal, amendment, or modification of any Federal contract, grant, loan, or cooperative agreement. 2. If any funds other than Federal appropriated funds have been paid or will be paid to any person for influencing or attempting to influence an officer or employee of any agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with this Federal contract, grant, loan, or cooperative agreement, the undersigned shall complete and submit Standard Form-LLL, "Disclosure Form to Report Lobbying," in accordance with its instructions. 3. The undersigned shall require that the language of this certification be included in the award documents for all subawards at all tiers (including subcontracts, subgrants, and contracts under grants, loans, and cooperative agreements) and that all subrecipients shall certify and disclose accordingly. This certification is a material representation of fact upon which reliance was placed when this transaction was made or entered into. Submission of this certification is a prerequisite for making or entering into this transaction imposed by 31, U.S.C. § 1352 (as amended by the Lobbying Disclosure Act of 1995). Any person who fails to file the required certification shall be subject to a civil penalty of not less than $10,000 and not more than $100,000 for each such failure. The undersigned Contractor certifies or affirms the truthfulness and accuracy of each statement of its certification and disclosure, if any. In addition, the Contractor understands and agrees that the provisions of 31 U.S.C. § 3801 et seq., apply to this certification and disclosure, if any. By virtue of submitting bid, bidder certifies or affirms its compliance with the Byrd Anti -Lobbying Amendment Certification Name and Title of Bidder's Authorized Signature of Bidder 's Authorized Representative: Representative: Betsy Cagan, President Betsy Cagan SECTION 10 - S' ISPENSION AND DEBARMENT CERTIFICATION The Contractor acknowledges that (1) This Contract is a covered transaction for purposes of 2 C.F.R. pt. 180 and 2 C.F.R. pt. 3000. As such the contractor is required to verify that none of the Contractor, its principals (defined at 2 C.F.R. § 180.995), or its affiliates (defined at 2 C.F.R. § 180.905) are excluded (defined at 2 C.F.R. § 180.940) or disqualified (defined at 2 C.F.R. § 180.935). (2) The Contractor must comply with 2 C.F.R. pt. 180, subpart C and 2 C.F.R. pt. 3000, subpart C and must include a requirement to comply with these regulations in any lower tier covered transaction it enters into. DocuSign Envelope ID: 1C739625-DO8F-4OF3-926E-E76AE2B6DE7A (3) This certification is a material representation of fact relied upon by the City. If it is later determined that the Contractor did not comply with 2 C.F.R. pt. 180, subpart C and 2 C.F.R. pt. 3000, subpart C, in addition to remedies available to the City, the Federal Government may pursue available remedies, including but not limited to suspension and/or debarment. (4) The Contractor agrees to comply with the requirements of 2 C.F.R. pt. 180, subpart C and 2 C.F.R. pt. 3000, subpart C while this offer is valid and throughout the period of any contract that may arise from this offer. The Contractor further agrees to include a provision requiring such compliance in its lower tier covered transactions." By virtue of submitting bid, bidder certifies or affirms its compliance with the Suspension and Debarment Certification. Name and Title of Bidder's Authorized Signature of Bidder's Authorized Representative: Representative: Betsy Cagan, President Betsy Cagan SFCTInN 11 _ rnNF nF SII FNCF Pursuant to Section 2-486 of the City Code, all procurement solicitations once advertised and until an award recommendation has been forwarded to the City Commission by the City Manager are under the "Cone of Silence." The Cone of Silence ordinance is available at https://Iibrary.municode.com/fl/miami beach/codes/code of ordinances? nodeld=SPAGEOR CH2AD ARTVIISTCO DIV4PR S2-486COS1 Any communication or inquiry in reference to this solicitation with any City employee or City official is strictly prohibited with the of exception communications with the Procurement Director, or his/her administrative staff responsible for administering the procurement process for this solicitation providing said communication is limited to matters of process or procedure regarding the solicitation. 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 . By virtue of submitting bid, bidder certifies that it is in compliance with the Cone of Silence Ordinance, pursuant to Section 2-486 of the City Code. SECTION 12 - CODE OF BUSINESr 17THIC Pursuant to City Resolution No.2000-23789, the Bidder shall adopt a Code of Business Ethics prior to executing a contract with the City. The Code of Business Ethics shall be submitted to the Procurement Department with its response or within three (3) days of request by the City. The Code shall, at a minimum, require the Bidder, to comply with all applicable governmental rules and regulations including, among others, the conflict of interest, lobbying and ethics provision of the City Code. In lieu of submitting Code of Business Ethics, bidder may indicate that it will adopt, as required in the ordinance, the City of Miami Beach Code of Ethics, available at http://www.miamibeachfl.aov/citv-hall/procurement/procurement-related-ordinance-and-procedures/ Bidder will submit firm's Code of Business Ethics within three (3) days of request by the City? YES NO Bidder adopts the City of Miami Beach Code of Business Ethics? p� YES NO S1=rT1nN 11 _ I nRRV1gT REGISTPATIr)M n r-A"PAir--N IrnmTRIBUTION REQUIREMENTS This solicitation is subject to, and all bidders are expected to be or become familiar with, all City lobbyist laws, including lobbyist registration requirements and prohibition on campaign contributions, including: • Lobbyist Registration Requirements sections 2-397 through 2-485.3 of City Code (https://Iibrary.municode.com/fl/miami beach/codes/code of ordinances? nodeld=SPAGEOR CH2AD ARTVIISTCO DIV3LO) • Campaign Contribution Requirements sections 2-487 and 2-488 of City Code (https://Iibrar)(.municode.com/fl/miami beach/codes/code of ordinances? nodeld=SPAGEOR CH2AD ARTVIISTCO DIV5CAFIRE) DocuSign Envelope ID: 1C739625-D08F-40F3-926E-E76AE2B6DE7A By VII LUC UI JUUIIIILL111y UIU, UIUUGI kAW U11Ub UI am lns that they have read and understand the above Lobbyist Registration & Campaign Contribution Requirements. SECTION 14 - NON-DISCRIMIN ^TION The Non -Discrimination ordinance is available at: https://Iibrary.municode.com/fl/miami beach/codes/code of ordinances? nodeld=SPAGEOR CH2AD ARTVIPR DIV3COPR S2-375NSCCOREWA By virtue of submitting bid, bidder agrees it is and shall remain in full compliance with Section 2-375 of the City of Miami Beach City Code. SECTION 15 — FAIR rHANCE REQUIREMENT The Fair Chance Ordinance No. 2016-4012 is available at: https://Iibrary.municode.com/fl/miami beach/codes/code of ordinances? nodeld=SPAGEOR CH62HURE ARTVFACHOR By virtue of submitting bid, bidder certifies that it has adopted policies, practices and standards consistent with the City's Fair Chance Ordinance. Bidder agrees to provide the City with supporting documentation evidencing its compliance upon request. Bidder further agrees that any breach of the representations made herein shall constitute a material breach of contract, and shall entitle the City to the immediate termination for cause of the agreement, in addition to any damages that may be available at law and in equity. SECTION 16 - PUBLIC ENTITY CRIMES Please refer to Section 287.133(2)(a), Florida Statutes, available at: https://www.flsenate.gov/Laws/Statutes/2012/287.133 By virtue of submitting bid, bidder agrees with the requirements of Section 287.133, Florida Statutes, and certifies it has not been placed on convicted vendor list. SECTION 17 - VETERAN BUSINESS ENTERPRISES PREFERENCE Pursuant to City of Miami Beach Ordinance No. 2011- 3748, https://Iibrary.municode.com/fl/miami beach/codes/code of ordinances? nodeld=SPAGEOR CH2AD ARTVIPR DIV3COPR S2-374PRPRPRVEC00000SE the City shall give a preference to a responsive and responsible bidder which is a small business concern owned and controlled by a veteran(s) or which is a service -disabled veteran business enterprise, and which is within five percent (5%) of the lowest and best bidder, by providing such bidder an opportunity of providing said goods or contractual services for the lowest responsive bid amount. Whenever, as a result of the foregoing preference, the adjusted prices of two (2) or more bidders which are a small business concern owned and controlled by a veteran(s) or a service - disabled veteran business enterprise constitute the lowest bid pursuant to an ITB, RFP, RFQ, ITN or oral or written request for quotation, and such bids are responsive, responsible and otherwise equal with respect to quality and service, then the award shall be made to the service -disabled veteran business enterprise. DocuSign Envelope ID: 1C739625-DO8F-4OF3-926E-E76AE2B6DE7A Is the bidder a service -disabled veteran business enterprise certified by the State of Florida? I] YES p� NO Is the bidder a service -disabled veteran business enterprise certified by the United States Federal Government? 0 YES 0 NO SECTION 18 - EQUAL BENEFITS FOR EMPLOYEES WITH SPOUSES AND EMPLOYEES WITH DOMESTIC PARTNERS When awarding competitively solicited contracts valued at over $100,000 whose contractors maintain 51 or more full time employees on their payrolls during 20 or more calendar work weeks, the Equal Benefits for Domestic Partners Ordinance 2005-3494 requires certain contractors doing business with the City of Miami Beach, who are awarded a contract pursuant to competitive 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 an benefits to employees with spouses or to spouses of employees? I] 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? I] 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 Sick Leave Family Medical Leave Bereavement Leave 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/ SECTION 19 — MORATORIUM ON TRAVEL TO AND THE PURCHASE OP r-00ncz OR C1=R1/1f`FC rpnilip �AICC}CClP�7} Pursuant to Resolution 2016-29375, the City of Miami Beach, Florida prohibits the purchase of goods or services sourced in Mississippi. Are any of the products for which the applicant is seeking to be prequalified sourced in Mississippi? DocuSign Envelope ID: 1C739625-D08F-40F3-926E-E76AE286DE7A LJJ T cJ p0 No If yes, explain. DocuSign Envelope ID 1C739625-DO8F-4OF3-926E-E76AE2B6DE7A January 9, 2023 To whom it may concern: Bargaining Power Inc is submitting the attached proposal in response to Miami Beach RFQ 2023-94-WG Labor Costing Software and Consulting. Bargaining Power was founded in 1991 to develop and support Bargaining Powers software. Bargaining Power® is software that conducts labor costing of potential changes in compensation, benefit plan contributions, work rules, time -off allowances and legislated payments. It is used to cost proposals in preparation for, during and in reporting following collective bargaining, as well as for annual budgeting or any other analysis or projection of labor costs. The perpetual software license includes full training on the software as well as unlimited telephone, email and web conferenang support for twelve months following the training and receipt of any new release of the software that is developed during that time. Continued, unlimited maintenance support, including new releases of the software, is available for an annual fee in succeeding years. We also provide consulting services in the areas of organizational implementation of the software, strategic negotiation preparation and the reconciliation of software results with organizational data to validate or develop assumptions. We would be delighted to work with The City of Miami Beach. Thank you for your consideration. Sincerely, Betsy Cagan BargainingAf Power LABOR COSTING 6 PREDICTIVE A.NALYS;S Betsy Cagan I Presidents Bargaining Power Inc. 526 East 20`h Street I Suite 1OF I New York, NY 10009 917-846-5770 1 bcagan@bargaininRpower.com I bargainingpower.com DocuSign Envelope ID: IC739625-D08F-40F3-926E-E76AE2B6DE7A Table of Contents 1.1 Cover Letter.....................................................................................................................page 1 1.2 Minimum Qualification Requirement..........................................................................page 3 2.1 Qualifications of Proposing Firm...................................................................................page 4 2.2 Qualifications of Proposer Team...................................................................................page 9 3.1 Project Planning and Implementation Information ...................................................page 10 3.2 Training Information.......................................................................................................page 10 3.3 Maintenance Support .....................................................................................................page 10 3.4 Consulting Services.........................................................................................................page 11 2 DocuSign Envelope ID: IC739625-D08F-40F3-926E-E76AE2B6DE7A 1.2 Minimum Qualification Requirement Each of the projects for the customers listed below includes the licensing of Bargaining Power® software and receiving training and support by Bargaining Power Inc. employees. Please find below the date the customers each first licensed the software and the name and title of the customers' contact information. They are all current customers. Each of the contact people below have worked closely with both Betsy Cagan and Emilie Celeste as they have been trained and received support from the company. 1. Lockheed Martin Corporation. a. Lockheed licensed the software in 2005 b. Contact: Chris Jacobsen, Labor Relations Specialist c. clacobsen@lmco.com, (408) 242-0749 2. Utah Transit Authority a. Utah Transit licensed the software in 2009 b. Contact: Kim Shanklin, Chief People Officer c. kshanklin@rideuta.com,801-287-2328 3. InterContinental Hotels Group a. InterContinental licensed the software in 2011 b. Contact: Michele Gaul, Director, Labor Relations, West Coast c. michele.gaul@ing.com, 510-326-1269 4. Ben Franklin Transit a. Ben Franklin licensed the software in 2015 b. Contact: Chad Crouch, Labor Relations Manager c. ccrouch@bft.org, 509-734-5231 5. Coca-Cola Consolidated Inc. a. Coca-Cola Consolidated licensed the software in 2019 b. Contact: Katy McCarthy, Manager Executive Compensation and FP&A c. Katy. McCarthy@cokeconsolidated.com,704-557-4477 3 DocuSign Envelope ID: 1C739625-D08F-40F3-926E-E76AE2B6DE7A 2.1 Qualifications of Proposing Firm Description of Bargaining Power' software: Bargaining Power® is software that conducts labor costing of potential changes in compensation, benefit plan contributions, work rules, time -off allowances and legislated payments. It is used to cost proposals in preparation for, during and in reporting following collective bargaining, as well as for annual budgeting or any other analysis or projection of labor costs. The software is intuitive and easy to use by anyone in any organization. There is no special skill set required to utilize the software successfully. Users project labor costs according to their own analytic preferences, using their own conventions, and in as much or little detail as they like. Use of Bargaining Power' begins with importing an employee data base in order to cost existing collective bargaining agreements and project those costs. The imported employee data base file is an Excel or ASCII or .csv or .txt flat file that can be generated by any human resource information or payroll system. The file it imports represents a snapshot at a moment in time of the work force. Users can choose which fields of information to import depending on how the costs they are analyzing vary among groups of employees. Characteristics such as job classification, department, date of hire, date of birth, shift, benefit plan and family status are commonly imported. Any alphanumeric, numeric or date field is accepted for import. The software provides the opportunity to enter scenarios for changes in work force demographics: headcount, including vacancies; turnover rates and layoff practices. With these scenarios, users may enter multiple assumptions they would like to consider. The software builds a dynamic simulation of the work force, aging employees each month, changing the size of the work force and implementing turnover rules as instructed. The software then provides cost projections with deep detail and accuracy, considering and taking into account, for example, how many employees are attaining anniversary dates each month that entitle them to move up entered wage scales or to earn additional vacation time. Users can enter different turnover rates (attrition or retention by number or percentage) for different groups of employees: for example, 15% annual attrition among fire fighters, as shown below, and 7% among all other ranks. They can enter changes in headcount for individual classifications or for the entire workforce. All assumptions can be entered in as general or discrete a fashion as desired. Workforce dynamics and assumptions can be entered as different for employee groups that vary, for example by age and length of service; departments; or any of the values of any other field that is imported or entered ad hoc. 4 DocuSign Envelope ID: 1C739625-DO8F-4OF3-926E-E76AE2B6DE7A a tt Effective: 11/12022 End 1091 2026 !— — _ -- ---- -— Attntron - ❑—� $ave Sancel Amount expressed as: Percentage - per Fleal Enter value I, The software is then divided into groups of rules -based screens for the cost components of compensation, benefits, time off and legislated payments. Each group has particular screens such as pay rates; pay progressions, in which employees receive increases or allowances based on their individual anniversary dates (see the entry screen below); pay ranges; differentials based on hours or incidence; bonuses; cost of living adjustments; holidays; vacations; guarantees; meal periods, etc. Name: Base Pay Fne fighter For Fire Fighter Effective 11/1/I022 Em! 1Q731/Mfi -- a -� �avt Add ^ews tiancd Q 1 length of service Enter may+ate - per Tear i Eligibility ❑ - (Months) 59041.63 12 62063.52 2� 65177.31 l36 77764.78 i.48 9049&32 Users can also import base pay rates directly from the human resource information system. Users can enter information in as detailed or as general a fashion as they choose, varying levels of detail depending on the area they are contemplating changing and want to analyze. Users can enter demographic projections and current terms and conditions of employment for any subset of the employee population that is built using the values in the fields of the file they import. Users can analyze the current cost of their collective bargaining agreements. Bargaining Power' calculates and displays the annual cost for the last year of the current agreement or the year prior to the analysis or projection period, and can project the cost of the current agreement anywhere from 1 month to 10 years. The sample base cost report below shows the existing cost of the last year of a current agreement and a projection of those costs over three years. The costing reflects no proposed changes, 5 DocuSign Envelope ID: 1C739625-D08F-40F3-926E-E76AE2B6DE7A however some of the costs change each year as a result of employee's receiving automatic pay increases and receiving more vacation as a result of reaching anniversary dates. The software also simulates the entrance of new hires according to a turnover scenario (which the user can enter and change and vary by subset) which, in this example is 3% annually for the entire bargaining unit. The provisions in the report interact so, for example, if pay increases as a result of automatic step increases, any entry that is a percentage of pay, such as payroll taxes, will also change automatically. B4r0an,nq Power® Veraidn 733 IW2023 A 27PM Current Contract Costs City of Miami Beach Demonstration Slnple an, Mull; -Year Base Last Year Yea► t Year 2 Year 3 Annual Dollars in 1000's • B... Par 3 110,007 3 117.791 1 119.291 3 120.594 P.rann"', Drhraotol 383 387 392 397 3 Tr .ponDiaaren;i.l 04 e4 C5 as 4 40 Hour w ork N ee. SIC— 5.958 0.025 0 "1 6.184 ! S.ry rce G.C. 1.352 1 364 1.394 1.471 Pny.KNF.na1 in uni r.. 559 559 !!9 559 - NI-1 10.383 ,a 358 10 330 16.314 a Dania, 581 S8, 581 581 9 L1.1--n— 538 !38 !38 538 10 V— 290 29e 290 29e 11 Umd— A1.rntana—All—ce 1.753 1 82. t.824 1 824 12 M.el Period 7 957 8 00o 8.185 8 300 13. Sid L.— 9.837 10 218 10.502 10 837 14. V.-t,- 10.329 10 024 11,011 11 3!8 I& Molyday. 7.058 7 149 7201 7 302 Is. H.Ways" 1_482 1 502 1.525 1 !4- 17. Jury Duty 12 12 12 2 14. Payroll T...s 12 250 12.415 12.008 12 '8! Tot.l S 193.4e5 3 195.769 s 1911491 S 201 035 —Pay for work.d hohoay Notes Coda .s.oma no cnan0. ,n n.adcount and 3% SMIton Annually Benchmark statistics 1 Ar4..0a pay rate. 1 38 • - - , - 3 392< 3 3980 A..raO. cost par nour p.b S<9 '; 5`.3? S5101 Sl1 et 3 A.eraO. CAsi Par probunMa noisy _ S 8513 S 0028 Once a base is built, users can enter an unlimited number of proposals or What If scenarios to cost changes to compensation, benefit contributions, time off and workforce rules. Examples of these include wage increases forthe entire bargaining unit or subsets; signing bonuses; changes to the COLA formulas or index rate projections; health insurance or pension contributions; reimbursements and allowances, such as fortools and uniforms; changes to time off, such as increases in general leave or vacation; and changes to headcount, turnover and hours, and so forth. In a settlement report, the costs of individual proposals will vary depending on the other proposals included in the same potential settlement. For example, if there is a proposal to change a differential that is a percentage of pay, the cost for that proposal will be different depending on the pay increase proposal that is included in the same settlement. In addition, the proposals interact with the existing labor costs so users understand the indirect impact of proposals on contract elements that don't change. This provides the user with extremely accurate settlement or budget costs. Users can easily change the provisions or proposals in a report. 0 DocuSign Envelope ID: 1C739625-D08F-40F3-926E-E76AE2B6DE7A All background scenarios, current contract provision and proposals to change pay practices, time -off allowances, work rules and benefit contributions can be entered for any subset of the population, and can vary by the values in any of the fields imported or entered ad hoc. They can change over time on particular dates the user enters or annually, or seasonally. So, for example, if users import and employee -by -employee file that includes dates of hire, all pay or time off allowances can be specified to vary by length of service, or date of hire. See the sample Bargaining Power® settlement report below. Sargammg Pori Verson 7 33 1 4,2023 4 34PM City of Miami Beach Final Settlement International Association of Fire Fighters Single -Year Base Current Contract Costs Year t Year 2 Year 3 Total Annual Dollars in 1000's General Pay In -ease 3 5% 3% 3% $4,107 S 7,847 S 11,771 S 23,725 Paremeoicofterentiol Irereaseto8% 145 162 lei 488 3 Sighing Bonus $500 in Yt e00 0 0 800 4 Medical, her hires oontrb,te 25% (16) (44) 1721 1131 F Add 1 holiday 1.034 1.351 1.086 4.073 In«ease heedeount to ocoount for time off 473 603 840 1,710 7 Roll Up 1097 2.605 4.279 7.920 Cost of Proposals 3 7 842 S 12.525 S 18.426 S 38.59: Cost Summary 1 Cyrent%cntract Cost 5193455 S193465 S193.4W 5580,39' 2 Pps Incremental one Cost S 2 304 S 5 020 S 7,57a S 14.901 3 Cost of Proposals S ? 542 S 12.525 S / 8!26 S 38.59_ a Total Setnenn It Cost S 203 411 S 211 016 S 219 4G1 11033.888 The reports enable users to separate costs due to changes in workforce demographics or operations from those related to proposed changes to the collective bargaining agreement or budget (see Incremental Base Cost, above). This is a great advantage when there are needs both to forecast costs accurately and also not to overstate costs caused by the actions of the human resource or labor relations departments. Users can create collections of proposals to create reports of other cities' or other unions' labor agreements so they can see where there would be costs or savings if any or all provisions from such agreements were adopted. In addition to projecting the costs associated with changes in hours and time off rules, the software displays the change in hours resulting from rule changes in both productive and unproductive time. This allows the user to factor in operational responses, such as increasing or decreasing hours worked or headcount in order to maintain existing productive hours. The example below demonstrates the information Bargaining Power' can provide in hours, including the change in hours and headcount resulting from a proposed increase in the number of holidays. 7 DocuSign Envelope ID: 1 C739625-D08F-40F3-926E-E76AE2B6DE7A Details For Time (Hours) To 181 He urs 3 894 103 3 894 103 3 894,103 11 082 309 Total Unoa.o Tme CH 0 0 0 0 3 Total Paid Hours 3 894 103 3.894.103 3 894 103 11 C82.308 4 Kraal Period 208 571 208 571 208.571 825 714 - Siu Leave 247 072 250 947 250.101 754 120 e vacation 253 193 280 e53 215E 958 780 805 7 Add 1 holiday 190 01-0 190 070 190.070 570.209 8 Jury Duty 304 304 334 912 9 Total Paid Time OM 899 211 910 54! 922 004 2 731,7(30 10 Totar Productive Hours 2 994 892 2 983,5!7 2 972 098 8 950 548 11 Total Paid Straight Time 3 870 05e 3 070 eye 3 070.eM 11 011 9e8 12 Total Paid Overtime 183 532 183 532 183.532 550 59e 13 Total Paid Double Time 0 0 0 0 14 Total Paid XT Time 0 0 0 0 15 Total Won e0 Holiday Time 39,915 39 915 39.915 119 744 1e Total Hours Per Employee 2,433 8 2 4338 2,4338 2 433 8 17 Productive Hours Per Employee 1.871 8 1 8e4 7 1.8578 1.8e4 7 18 ST Paid Hour$ Per Employee 2,294 2 2.2942 2,2942 2.294 2 19 Average Number of Employees 1.80o 1 000 1.600 1 e00 20 Change n Total Hours 2 957 2 957 2.857 8.870 21 Employees to Maintain Total Hours 11) 11 111 :11 cc Change n Productive Hours 111,123) 1T1.123 • 111.123) :33 358i 23 Employees to Maintain Productive Hours 5 _ e Users can tailor reports to suit their audience. They can display proposal costs in any format they prefer: annual dollars, dollars per hour worked, dollars per hour paid, or dollars per average employee. Users can create combinations or subsets that are subtotaled or shown individually. All reports can be printed as they are directly from the software or exported to other applications, including Microsoft Word, Microsoft Excel, and Adobe PDF. Users can choose from a variety of benchmark statistics including average pay rate, average cost per hour paid, average cost per productive hour, % change in labor costs over base, and annual % change in labor costs. The software generates a report that documents in detail every assumption, current contract provision and proposal cost in each report. This eliminates any questions about what is included in a proposal or in a represented cost or saving. All reports (both base cost and proposal costing reports) are saved so users can refer back to them or edit them at anytime. To save time entering data, users can import new employee data base files into units already created. In addition, after negotiations are complete or budgets are accepted, users can save their final settlement or budget as their base forthe next round of negotiations or next analysis period. This means they do not have to re-enter information and they have a model forfuture analysis once negotiations or analyses are complete. Users can create separate files for each union and then consolidate, or sum, the costs of each of the current contract provisions or proposals across files. They can also create a single file that combines (and varies by and reports separately for) all bargaining units and non -union employees as well. And they can create a report that compares bottom -line costs of multiple bases or collections of proposals. There is no limit to the number of files users can create. 8 DocuSign Envelope ID: 1C739625-D08F-40F3-926E-E76AE2B6DE7A 2.2 Qualifications of Proposer Team Betsy Cagan, President and Founder Betsy founded Bargaining Power Inc. in 1991. Prior to that, she was the corporate manager of labor relations for Stop & Shop Inc. in Boston and before that, the manager of economic labor analysis for the Metropolitan Transportation Authority in New York. In both positions, she was both a labor negotiator and responsible for economic analysis for negotiations and arbitrations. Since founding the company, she has worked with hundreds of customers in the public and private sectors as they prepare for, conduct and report on labor negotiations as well as conduct analyses for arbitrations and workforce planning. She holds a BA in English Literature from Connecticut College and an MBA from Columbia University. Betsy directs all software development work and client support. Both Emilie Celeste and Adil Chakkiparambath report to Betsy. Emilie Celeste, Director of Client Services Emilie directs the Bargaining Power client services team. She has eleven years of experience at Bargaining Power, where she conducts training, performs customer support, tests the software and writes the help screens and manual. She attended Boston University. Adil Chakkiparam bath, Director of Software Development Adil develops new releases of the software and directs the work of other developers. He joined Bargaining Power in 2022. He holds a Bachelors in Technology from Cochin University of Science and Technology in Cochin, India and has worked as a senior software engineer and full stack developer for various software firms since 2008. DocuSign Envelope ID: 1 C739625-D08F-40F3-926E-E76AE2B6DE7A 3.1 Project Planning and Implementation Users download the software from the Company's website upon licensing the software. Once the software is licensed, we ask that customers send a collective bargaining agreement on which to base the training. We review the agreement and will request employee data within a week of receiving it. Upon receipt of the employee data, we schedule the training, which normally occurs within a week of receiving the data. Users then receive unlimited support for a year following training as part of the initial, perpetual license agreement. There is then an optional annual maintenance fee to enable the customer to continue to receive unlimited support as well as to receive any new releases of the software. 3.2 Training Information Up to four users chosen by the client are trained at a time on their own employee data and collective bargaining agreement so the users can start using the software immediately after training. The Bargaining Power trainer loads into the software the user's employee data base, all provisions of a labor agreement and anticipated and actual proposals and demands. The tailored training is then conducted on the user's own materials. The online training is conducted by one of Bargaining Power Inc.'s client services staff via the Webex web conferencing service. We prepare a complete training worksheet which serves as the syllabus for the training session. This worksheet includes all the economic provisions of the current labor agreement, the page on which they appear in the agreement, the section of the software in which they are entered and details on the entry to be made. Training is conducted over Webex. It is hands-on, with the customer using the software under our supervision. It typically lasts 6 to 8 hours and is usually spread out over 3 to 4 days in two-hour sessions. Once training is complete, users will be ready to use the software for negotiations and will be eligible for the unlimited support. Users receive an online user's manual as well as all training materials prepared for them. They then have access to unlimited telephone and email support once they've been trained. This means the software requires no support from the client's IT department. 3.3 Maintenance Support The company provides support via telephone, email or web conferencing according to customer's preference. Support is offered as part of the maintenance services included in the license fee between 9:00 and 5:00 Eastern time, as well as (for an additional fee) around -the -clock support if requested. Support includes addressing any questions about how to enter data in the software, create reports and how to interpret and reconcile results. Ti] DocuSign Envelope ID: 1C739625-D08F-40F3-926E-E76AE2B6DE7A Maintenance support includes receipt of any new releases of the software. The current version of the software is Release 7.3. Release 7.5 is expected to be released in 2023. Release 8 is scheduled for 2024. 3.4 Consulting Services We provide consulting services related to organizational implementation of the software, strategic economic proposal creation, reconciliation of results with customers' data and the development of economic assumptions. In addition, we can be engaged to conduct the analysis for customers. These negotiation preparation services include our fully loading all provisions of a labor agreement, an employee data base and anticipated or actual proposals and demands according to customer preferences. We develop reports as per customer's specifications. We provide negotiation on -call services for which we provide around -the -clock availability for support. 11 DocuSign Envelope ID: 1C739625-D08F-40F3-926E-E76AE2B6DE7A RESOLUTION NO. 2023-32515 A RESOLUTION OF THE MAYOR AND CITY COMMISSION OF THE CITY OF MIAMI BEACH, FLORIDA, ACCEPTING THE RECOMMENDATION OF THE CITY MANAGER, TO AUTHORIZE NEGOTIATIONS PURSUANT TO REQUEST FOR QUALIFICATIONS NO. 2023-094-WG LABOR COSTING SOFTWARE AND CONSULTING; AUTHORIZING THE ADMINISTRATION TO ENTER INTO NEGOTIATIONS WITH BARGAINING POWER, INC., AS THE TOP -RANKED PROPOSER; AND FURTHER AUTHORIZING THE CITY MANAGER AND CITY CLERK TO EXECUTE AN AGREEMENT UPON CONCLUSION OF SUCCESSFUL NEGOTIATIONS BY THE ADMINISTRATION. WHEREAS, on October 21, 2022, the Mayor and City Commission approved the issuance of the Request for Qualifications (RFQ) No 2023-094-WG Labor Costing Software and Consulting, and WHEREAS, Request for Qualifications No. 2023-094-WG (the "RFQ") was released on November 18, 2022, and WHEREAS, a voluntary pre -proposal meeting was held on December 2, 2022, and WHEREAS, on January ' 3, 2023, the City received a sole proposal from Bargaining Power Inc . and WHEREAS, on January 30, 2023, The City Manager, via Letter to Commission No. 040- 2023, appointed an Evaluation Committee consisting of the following individuals: Richard Ajami, Budget Officer, Budget Department; Kenneth Ingersoll, Human Resources Administrator II, Human Resources Department, Kevin Irizarry, Risk and Benefits Analyst, Human Resources Department, and Fernando Pestana, Administrative Services Manager, Tourism and Cultural Development Department, and WHEREAS, the Evaluation Committee convened on February 10, 2023, to review and score the proposal, and WHEREAS, the Evaluation Committee received an overview of the project, information relative to the City's Cone of Silence Ordinance and the Government Sunshine Law, general information on the scope of services, and a copy of the proposal, and WHEREAS, the Evaluation Committee was instructed to score and rank the sole proposal pursuant to the evaluation criteria established in the RFQ; and WHEREAS, after reviewing the submission and the Evaluation Committee's rankings and analysis, the City Manager concurs with the Evaluation Committee and recommends that the Mayor and City Commission authorize the Administration to enter into negotiations with Bargaining Power. Inca and further authorizing the City Manager and City Clerk to execute an agreement upon conclusion of successful negotiations by the Administration. NOW, THEREFORE, BE IT DULY RESOLVED BY THE MAYOR AND CITY COMMISSION OF THE CITY OF MIAMI BEACH, FLORIDA, that the Mayor and City Commission hereby accept the recommendation of the City Manager, pursuant to Request for Qualifications (RFQ) No 2023-094-WG Labor Costing Software and Consulting; authorize the DocuSign Envelope ID: IC739625-DO8F-4OF3-926E-E76AE2B6DE7A Administration to enter into negotiations with Bargaining Power, Inc , as the top -ranked proposer; and further authorize the City Manager and City Clerk to execute an agreement upon conclusion of successful negotiations by the Administration. PASSED AND ADOPTED this a7 ATTEST: < - —M AUG 0 q 20?.3 Rafael E. Granado, City Clerk APPROVED AS TO FORM & LANGUAGE & FOR EXECUTION ^� 8-4-z3 City Attorney . , Date day of /VarGIt 2023. Dan Gelber, Mayor DocuSign Envelope ID: 1C739625-D08F-40F3-926E-E76AE2B6DE7A Competitive Bid Reports - C2 B MIAMI BEACH COMMISSION MEMORANDUM TO: Honorable Mayor and Members of the City Commission FROM: Alina T. Hudak, City Manager DATE: March 27, 2023 SUBJECT: A RESOLUTION OF THE MAYOR AND CITY COMMISSION OF THE CITY OF MIAMI BEACH, FLORIDA, ACCEPTING THE RECOMMENDATION OF THE CITY MANAGER, TO AUTHORIZE NEGOTIATIONS PURSUANT TO REQUEST FOR QUALIFICATIONS NO. 2023-094-WG LABOR COSTING SOFTWARE AND CONSULTING; AUTHORIZING THE ADMINISTRATION TO ENTER INTO NEGOTIATIONS WITH BARGAINING POWER, INC., AS THE TOP -RANKED PROPOSER; AND FURTHER AUTHORIZING THE MAYOR AND CITY CLERK TO EXECUTE AN AGREEMENT UPON CONCLUSION OF SUCCESSFUL NEGOTIATIONS BY THE ADMINISTRATION. RECOMMENDATION It is recommended that the Mayor and City Commission approve the Resolution authorizing the Administration to negotiate with Bargaining Power, Inc., the sole proposer for Request for Proposals (RFQ) 2023-094-WG; and, further, authorize the City Manager and City Clerk to execute an Agreement upon successful negotiations. This solicitation is currently under the cone of silence. BACKGROUND/HISTORY The City has five (5) collective bargaining groups, representing more than 1,300 employees, for which the contracts are re -negotiated every three (3) years. It is valuable for the Human Resources Department to have a tool, known as labor costing software, that can facilitate the analysis of fiscal impacts regarding salaries, extra pay, and benefits for various scenarios. Labor costing software will assist the Administration in more fully understanding the impacts of scenarios contemplated during the contract negotiations for the City's five (5) bargaining groups. Through the RFQ, the Administration sought proposals from qualified providers of labor costing software and related services for the City's consideration. ANALYSIS On October 21, 2022, the Mayor and City Commission approved the issuance of the Request for Qualifications (RFQ) No. 2023-094-WG for labor costing software and related services. The Procurement Department issued bid notices to 33,189 companies utilizing the City's e- Page 32 of 1292 DocuSign Envelope ID: 1C739625-DO8F4OF3-926E-E76AE2B6DE7A procurement system, with 61 prospective bidders accessing the solicitation. RFQ responses were due and received on January 13, 2023. The City received a sole proposal from Bargaining Power, Inc. On February 10, 2023, the Evaluation Committee appointed by the City Manager convened to consider the proposal received. The Committee was comprised of Richard Ajami, Budget Officer, Budget Department; Kenneth Ingersoll, Human Resources Administrator 11, Human Resources Department; Kevin Irizarry, Risk and Benefits Analyst, Human Resources Department; and Fernando Pestana, Administrative Services Manager, Tourism and Cultural Development Department. The Committee was provided an overview of the project, and 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 each proposal. The Committee was instructed to score and rank each proposal pursuant to the evaluation criteria established in the RFQ. The evaluation committee determined that Bargaining Power, Inc. was qualified and should be considered for negotiations (see Attachment A). Below is a short bio of the firm based on information it has submitted. Bargaining Power, Inc. is headquartered in New York, NY. The firm has assisted organizations with analyses services for collective bargaining, human resource planning, annual budgeting, workforce sizing, operations management, mergers and acquisitions, and other financial projections since 1991. Its proprietary software leverages Human Resource and Enterprise Resource Planning (ERP) data to forecast labor costs. The firm's customers range in size from 100 to over 100,000 across both the private and public sectors. SUPPORTING SURVEY DATA Not Applicable FINANCIAL INFORMATION The fees will be negotiated with the selected firm. The Human Resources Department estimates the cost of the system at $30,000/year based on prior similar systems, exclusive of any consulting services required. This contract and price will be negotiated. Services for this contract would be funded through the Department's budget subject to approval through the budget process. At this time, grant funding is not anticipated. However, should grant funding be available at a later date, any resulting agreement would need to incorporate the grant's terms and conditions. Amount(s)/Account(s): Account no. 011-0375-000312-13-400-582-00-00-00- CONCLUSION After reviewing the submission and the results of the Evaluation Committee process, I believe that Bargaining Power, I nc. has the experience necessary to provide the City the software and services sought. Bargaining Power has worked with large public and private sector organizations across the U.S. and, in addition to the labor costing software, can provide a full array of Page 33 of 1292 DocuSign Envelope ID: 1 C739625-D08F-40F3-926E-E76AE2B6DE7A consulting and training services that appear to be beneficial for the City's bargaining process. Therefore, I recommend that the Mayor and City Commission approve the Resolution authorizing the Administration to negotiate with Bargaining Power, Inc., the sole proposer to Request for Proposals (RFQ) 2023-094-WG; and, further, authorize the City Manager and City Clerk to execute an Agreement upon successful negotiations by the Administration. Applicable Area Not Applicable Is this a"Residents Right to Know" item, pursuant to City Code Section 2-14? No Strategic Connection Non -Applicable Legislative Tracking Human Resources/Procurement ATTACHMENTS: Description D Attachment A ❑ Resolution Does this item utilize G.O. Bond Funds? No Page 34 of 1292 DocuSign Envelope ID. 1C739625-DO8F-40F3-926E-E76AE2B6DE7A RFQ 2023-094-WG Labor Costing c ic1q AIMM Kenneth Ingersoll RW c Kevin Inzarry c' Fernando Pestaoa Software and Consulting c !' j AggregateTotalsSubtotai Quaff tt— Quantitat ve Subtotai QuA tt Q—ntuet a subtote- Bargainug Power Inc. _ 7s 0 7s �. 1 86 _. - l &'-- _J �_t- 7G 1. -.1._--_- t �L -- - _ ° -- _l.._ , a0-- _, 1� hwrr w�mu�wm�n .- _._ o .,i,u tvwrsry asq ainuV Power Inc o FOR DISPLAY PURPOSES ONLY. FINAL RANKING DOES NOT CONSTITUTE AN AWARD RECOMMENDATION.—