HomeMy WebLinkAboutPSA between the CMB and Goman York Property Advisers LLC. for Economic Development Consulting Services Pursuant to RFQ-2024-005-NDo,o„y„eneloi,e to rooessal-azcr�aooxez-Ispuusrcesl
2024-33302
PROFESSIONAL SERVICES AGREEMENT
BETWEEN
THE CITY OF MIAMI BEACH
AND
GOMAN YORK PROPERTY ADVISERS LLC
FOR
ECONOMIC DEVELOPMENT CONSULTING SERVICES PURSUANT TO
RFO-2024-005-ND
-h¢ Professional Services Agreement ("'Agreama^l'I is enlarec into Ines _ _j'Ef ecbve
Da:r.I hehveen the CITY OF MIAMI BEACH, FI ORIDA. a muric,ppl corporation onganlzed one
exiss ng .order the laws of the Stale of Florida, having Its printpal prices at 1700 Convention
Cruise Drive, Miami Beach, Pierce, 33139 (the 'City'). and GOMAN YORK PROPERTY
ADVISERS I.I.C. a Fienca Limited L:ablRy Company whose address is 55. urto nd Street Suite
400 Fair: Hartford Cnnnectorl 00108("Censthant'I.
SECTION 1
DEFINITIONS
ggmemeht. This Agreement between toe City and Consultant including any exhibits
and amendments thereto.
C;I, Manager The chief administrative o0icar of the City
City Manager s
)esignee The City staff member who is designated by the City Manager to administer
this Agreement on behalf of the City. The City Manager's designee shall be
the Economic Development Depamment Director.
Copeii'lam For the purposes of this Agreement, Consnllan[ shall be deemed to be an
independent contractor and not an agent or empioyce of the City
n_v. ces .All sarnces, work and actions by the Donsd(anl perfur'ned or undenexe ,
pursuant :p the Agreement
Fee Amount paic to the Conswe'Tt as centpensabor for Services
Proposal Documents proposal Documents shall mear City of Miami Basch RFD. No 2024-005-
ND for Economic Development Consulting Services. Together w•Ih all
amB oil iril sai,eh oy Ine City ,n ^.ontemplation of mis
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t Proposa'-I. all of wT on i.i, ,seedy r-corporarec a=d made a pan h0m.,M
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D=sign Envebpe ID: 7D066661-A2C7430DACB2-15C6A65FCEF1
Risk Manager: The Risk Manager of the City, with offices at 1700 Convention Center
Ddve, Third Floor, Miami Beach, Florida 33139; telephone number (305)
673-7000, Ext. 26724; and fax number (305) 673-7529.
SECTION 2
SCOPE OF SERVICES
2.1 In consideration of the Fee to be paid to Consultant by the City, Consultant shall provide
the work and services described in Exhibit "A" hereto (the "Services"),
Although Consultant may be provided with a schedule of the available hours to provide its
Services, the City shall not control nor have the right to control the hours of the Services performed
by the Consultant; where the Services are performed (although the City will provide Consultant
with the appropriate location to perform the Services); when the Services are performed, including
how many days a week the Services are performed; how the Services are performed, or any other
aspect of the actual manner and means of accomplishing the Services provided. Notwithstanding
the foregoing, all Services provided by the Consultant shall be performed in accordance with the
terms and conditions set forth in Exhibit "A" and to the reasonable satisfaction of the City Manager.
If there are any questions regarding the Services to be performed, Consultant should contact the
following person:
Economic Development Department
City of Miami Beach
Rickelle Williams, Director
1755 Meridian Avenue, Suite #200
Miami Beach, FL 33139
Ph: 305-673-7572
2.2 Consultant's Services, and any deliverables incident thereto, shall be completed in
accordance with the timeline and/or schedule in Exhibit "B" hereto.
2.3 Consultant shall only commence any services, or portions thereof, upon issuance of a
Consultant Service Order ("CSO"). In selecting the Consultant with whom to execute a CSO, the
city may select the prequalified Consultant it deems most qualified for the project or seek
proposals from one (1) or more qualified Consultants.
SECTION 3
TERM
The term of this Agreement ("Term") shall commence upon execution of this Agreement by all
parties hereto (the Effective Date set forth on p. 1 hereof), and shall have an initial term of three
(3) yeans, with one (1) two-year renewal option, to be exercised at the City Manager's sole option
and discretion, by providing Consultant with written notice of same no less than thirty (30) days
prior to the expiration of the initial term.
Notwithstanding the Term provided herein, Consultant shall adhere to any specific timelines,
schedules, dates, and/or performance milestones for completion and delivery of the Services, as
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same is/are set forth in the timeline and/or schedule referenced in the CSO attached hereto as
Exhibit "B."
SECTION 4
FEE
4.1 In consideration of the Services to be provided, Consultant shall be compensated through
individual CSOs (Exhibit "B") issued for a particular future project in accordance with the
established hourly rates (Exhibit "C"). Each future project will be awarded by a CSO, including a
negotiated scope of services and cost (by deliverable).
4.2 The Services will be commenced by the Consultant upon receipt of a written CSO signed
by the City Manager's designee. Consultant shall countersign the CSO upon receipt and return the
signed copy to the City. CSOs shall be executed in accordance with Contract Approval Authority
Procedure 03.02 or as amended. Any CSO not executed in accordance herewith shall be null and
void. Any CSO exceeding $100k will require Commission Approval.
4.3 Additional services not included in Exhibit "A" shall be considered ancillary. The City
Manager's designee and Consultant will negotiate such fee and will be approved in accordance
with Contract Approval Procedure 03.02 or as amended.
4.4 Reimbursable expenses are NOT an allowance set aside by the City and shall be
included in all bid pricing.
4.5 INVOICING
Upon receipt of an acceptable and approved invoice, payment(s) shall be made within forty-five
(45) days for that portion (or those portions) of the Services satisfactorily rendered (and
referenced in the particular invoice).
Invoices shall include a detailed description of the Services (or portions thereof) provided, and
shall be submitted to the City at the following address:
Accounts Payable: Payablesldlmiamibeachfl oov
SECTION 5
TERMINATION
5.1 TERMINATION FOR CAUSE
If the Consultant shall fail to fulfill in a timely manner, or otherwise violates, any of the covenants,
agreements, or stipulations material to this Agreement, the City, through its City Manager, shall
thereupon have the right to terminate this Agreement for cause. Prior to exercising its option to
terminate for cause, the City shall notify the Consultant of its violation of the particular term(s) of
this Agreement, and shall grant Consultant ten (10) days to cure such default. If such default
remains uncured after ten It 0) days, the City may terminate this Agreement without further notice
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to Consultant. Upon termination, the City shall be fully discharged from any and all liabilities,
duties, and terms arising out of, or by virtue of, this Agreement.
Notwithstanding the above, the Consultant shall not be relieved of liability to the City for damages
sustained by the City by any breach of the Agreement by the Consultant. The City, at its sole
option and discretion, shall be entitled to bring any and all legal/equitable actions that it deems to
be in its best interest in order to enforce the City's rights and remedies against Consultant. The
City shall be entitled to recover all costs of such actions, including reasonable attorneys' fees.
5.2 TERMINATION FOR CONVENIENCE OF THE CITY
THE CITY MAY ALSO, THROUGH ITS CITY MANAGER, AND FOR ITS
CONVENIENCE AND WITHOUT CAUSE, TERMINATE THE AGREEMENT AT ANY
TIME DURING THE TERM BY GIVING WRITTEN NOTICE TO CONSULTANT OF SUCH
TERMINATION; WHICH SHALL BECOME EFFECTIVE WITHIN THIRTY (30) DAYS
FOLLOWING RECEIPT BY THE CONSULTANT OF SUCH NOTICE. ADDITIONALLY,
IN THE EVENT OF A PUBLIC HEALTH, WELFARE OR SAFETY CONCERN, AS
DETERMINED BY THE CITY MANAGER, IN THE CITY MANAGER'S SOLE
DISCRETION, THE CITY MANAGER, PURSUANT TO A VERBAL OR WRITTEN
NOTIFICATION TO CONSULTANT, MAY IMMEDIATELY SUSPEND THE SERVICES
UNDER THIS AGREEMENT FOR A TIME CERTAIN, OR IN THE ALTERNATIVE,
TERMINATE THIS AGREEMENT ON A GIVEN DATE. IF THE AGREEMENT IS
TERMINATED FOR CONVENIENCE BY THE CITY, CONSULTANT SHALL BE PAID
FOR ANY SERVICES SATISFACTORILY PERFORMED UP TO THE DATE OF
TERMINATION; FOLLOWING WHICH THE CITY SHALL BE DISCHARGED FROM
ANY AND ALL LIABILITIES, DUTIES, AND TERMS ARISING OUT OF, OR BY VIRTUE
OF, THIS AGREEMENT.
5.3 TERMINATION FOR INSOLVENCY
The City also reserves the right to terminate the Agreement in the event the Consultant is placed
either in voluntary or involuntary bankruptcy or makes an assignment for the benefit of creditors.
In such event, the right and obligations for the parties shall be the same as provided for in
Section 5.2,
SECTION 6
INDEMNIFICATION AND INSURANCE REQUIREMENTS
6.1 INDEMNIFICATION
Consultant agrees to indemnify, defend and hold harmless the City of Miami Beach and its
officers. employees, agents, and contractors, from and against any and all actions (whether at
law or in equity), claims, liabilities, Tosses, and expenses, including, but not limited to, attorneys
fees and costs, for personal, economic or bodily injury, wrongful death, loss of or damage to
property, which may arise or be alleged to have arisen from the negligent acts, errors, omissions
or other wrongful conduct of the Consultant, its officers, employees, agents, contractors, or any
other person or entity acting under Consultant's control or supervision, in connection with, related
to, or as a result of the Consultant's performance of the Services pursuant to this Agreement. To
that extent, the Consultant shall pay all such claims and losses and shall pay all such costs and
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judgments which may issue from any lawsuit arising from such claims and losses, and shall pay
all costs and attorneys' fees expended by the City in the defense of such claims and losses,
including appeals. The Consultant expressly understands and agrees that any insurance
protection required by this Agreement or otherwise provided by the Consultant shall in no way
limit the Consultant's responsibility to indemnify, keep and save harmless and defend the City or
its officers, employees, agents and instrumentalities as herein provided.
The parties agree that one percent (1%) of the total compensation to Consultant for performance
of the Services under this Agreement is the specific consideration from the City to the Consultant
for the Consultant's indemnity agreement. The provisions of this Section 6.1 and of this
indemnification shall survive termination or expiration of this Agreement.
6.2 INSURANCE REQUIREMENTS
6.3 The Consultant shall maintain the below required insurance in effect prior to awarding the
agreement and for the duration of the agreement. The maintenanceof proper insurance coverage
is a material element of the agreement 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 Agreement.
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 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 (ii) 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 (Effors & Omissions) Insurance appropriate to the
Consultant's profession, with limit no less than $1,000,000.
6.4 Additional Insured - City of Miami Beach must be included by endorsement as an
additional insured with respect to all liability policies (except Professional Liability and Workers'
Compensation) arising out of work or operations performed on behalf of the Consultant including
materials, parts, or equipment furnished in connection with such work or operations and
automobiles owned, leased, hired or borrowed in the form of an endorsement to the Consultant's
insurance.
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6.5 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 Go EXIGIS
Insurance Compliance Services.
6.6 Waiver of Subrogation — Consultant agrees to obtain any endorsement that may be
necessary to affect the waiver of subrogation on the coverages required. However, this provision
applies regardless of whether the City has received a waiver of subrogation endorsement from
the insurer.
6.7 Acceptability of Insurers — Insurance must be placed with insurers with a current A.M.
Best rating of A:VII or higher. If not rated, exceplions 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.
6.8 Verification of Coverage — Consultant shall furnish the City with original certificates and
amendatory endorsements, or copies of the applicable insurance language, effecting coverage
required by this contract. All certificates and endorsements are to be received and approved by
the City before work commences. However, failure to obtain the required documents poor to the
work beginning shall not waive the Consultant's obligation to provide them. The City reserves the
right to require complete, certified copies of all required insurance policies, including
endorsements, required by these specifications, at any time.
CERTIFICATE HOLDER ON ALL COI MUST READ:
CITY OF MIAMI BEACH
c/o EXIGIS Insurance Compliance Services
P.O. Box 947
Murrieta, CA 92564
Kindly submit all certificates of insurance, endorsements, exemption letters to our servicing agent,
EXIGIS, at:
Certificates-miamibeachOriskworks cam
6.9 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.
SECTION 7
LITIGATION JURISDICTIONIVENUEOURY TRIAL WAIVER
This Agreement shall be construed in accordance with the laws of the State of Florida. This
Agreement shall be enforceable in Miami -Dade County, Florida, and if legal action is necessary
by either party with respect to the enforcement of any or all of the terms or conditions herein,
exclusive venue for the enforcement of same shall lie in Miami -Dade County, Florida. By entering
into this Agreement, Consultant and the City expressly waive any rights either party may have to
a trial by jury of any civil litigation related to or arising out of this Agreement.
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SECTION 8
LIMITATION OF CITY'$ LIABILITY
The City desires to enter into this Agreement only if in so doing the City can place a limit on the
City s liability for any cause of action, for money damages due to an alleged breach by the City of
this Agreement, so that its liability for any such breach never exceeds the sum of $10,000.
Consultant hereby expresses its willingness to enter into this Agreement with Consultant's
recovery from the City for any damage action for breach of contract to be limited to a maximum
amount of $10,000.
Accordingly, and notwithstanding any other term or condition of this Agreement, Consultant
hereby agrees that the City shall not be liable to the Consultant for damages in an amount in
excess of $10,000 for any action or claim for breach of contract arising out of the performance or
non-performance of any obligations imposed upon the City by this Agreement.
Nothing contained in this section or elsewhere in this Agreement is in any way intended to be a
waiver of the (imitation placed upon the City's liability, as set forth in Section 768.28, Florida
Statutes.
SECTION 9
DUTY OF CARE/COMPLIANCE WITH APPLICABLE LAWSIPATENT RIGHTS COPYRIGHT
AND CONFIDENTIAL FINDINGS
9.1 DUTY OF CARE
With respect to the performance of the Services contemplated herein, Consultant shall exercise
that degree of skill, care, efficiency and diligence normally exercised by reasonable persons
and/or recognized professionals with respect to the performance of comparable work and/or
services.
9.2 COMPLIANCE WITH APPLICABLE LAWS
In its performance of the Services, Consultant shall comply with all applicable laws, ordinances,
and regulations of the City, Miami -Dade County, the State of Florida, and the federal government,
as applicable.
9.3 PATENT RIGHTS, COPYRIGHT: CONFIDENTIAL FINDINGS
Any work product arising out of this Agreement, as well as all information specifications,
processes, data and findings, are intended to be the property of the City and shall not otherwise
be made public and/or disseminated by Consultant, without the prior written consent of the City
Manager, excepting any information, records etc. which are required to be disclosed pursuant to
Court Order and/or Florida Public Records Law.
All reports, documents, articles, devices, and/or work produced in whole or in part under this
Agreement are intended to be the sole and exclusive property of the City, and shall not be subject
to any application for copyright or patent by or on behalf of the Consultant or its employees or
sub -consultants, without the prior written consent of the City Manager.
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SECTION 10
GENERAL PROVISIONS
10.1 AUDIT AND INSPECTIONS
Upon reasonable verbal or written notice to Consultant, and at anytime during normal business
hours (i.e. 9AM — 5PM, Monday through Fridays, excluding nationally recognized holidays), and
as often as the City Manager may, in his/her reasonable discretion and judgment, deem
necessary, there shall be made available to the City Manager, and/or such representatives as
the City Manager may deem to act on the City's behalf, to audit, examine, and/ or inspect, any
and all other documents and/or records relating to all matters covered by this Agreement.
Consultant shall maintain any and all such records at its place of business at the address set
forth in the "Notices' section of this Agreement.
10.2 INSPECTOR GENERAL AUDIT RIGHTS
(A) Pursuant to Section 2-256 of the Code of the City of Miami Beach, the City has established
the Office of the Inspector General which may, on a random basis, perform reviews, audits,
inspections and investigations on all City contracts, throughout the duration of said
contracts. This random audit is separate and distinct from any other audit performed by
or on behalf of the City.
(B) The Office of the Inspector General is authorized to investigate City affairs and
empowered to review past, present and proposed City programs, accounts, records,
contracts and transactions. In addition, the Inspector General has the power to subpoena
witnesses, administer oaths, require the production of witnesses and monitor City projects
and programs. Monitoring of an existing City project or program may include a report
conceming whether the project is on time, within budget and in conformance with the
contract documents and applicable law. The Inspector General shall have the power to
audit, investigate, monitor, oversee, inspect and review operations, activities, performance
and procurement process including but not limited to project design, bid specifications,
(bid/proposal) submittals, activities of the Consultant, its officers, agents and employees,
lobbyists, City staff and elected officials to ensure compliance with the contract documents
and to detect fraud and corruption. Pursuant to Section 2-378 of the City Code, the City
is allocating a percentage of Its overall annual contract expenditures to fund the activities
and operations of the Office of Inspector General.
(C) Upon ten (10) days written notice to the Consultant, the Consultant shall make all
requested records and documents available to the Inspector General for inspection and
copying. The Inspector General is empowered to retain the services of independent
private sector auditors to audit, investigate, monitor, oversee, inspect and review
operations activities, performance and procurement process including but not limited to
project design, bid specifications, (bid/proposal) submittals, activities of the Consultant its
officers, agents and employees, lobbyists, City staff and elected officials to ensure
compliance with the contract documents and to detect fraud and corruption.
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(0) The Inspector General shall have the right to inspect and copy all documents and records
in the Consultant's possession, custody or control which in the Inspector General's sole
judgment, pertain to performance of the contract, including, but not limited to original
estimate files, change order estimate files, worksheets, proposals and agreements from
and with successful subcontractors and suppliers, all project -related correspondence,
memoranda, instructions, financial documents, construction documents, (bid/proposal)
and contract documents, back -change documents, all documents and records which
involve cash, trade or volume discounts, insurance proceeds, rebates, or dividends
received, payroll and personnel records and supporting documentation for the aforesaid
documents and records.
(E) The Consultant shall make available at its office at all reasonable times the records,
materials, and other evidence regarding the acquisition (bid preparation) and performance
of this Agreement, for examination, audit, or reproduction, until three (3) years after final
payment under this Agreement or for any longer period required by statute or by other
clauses of this Agreement. In addition:
If this Agreement is completely or partially terminated, the Consultant shall make
available records relating to the work terminated until three (3) years after any
resulting final termination settlement; and
The Consultant shall make available records relating to appeals or to litigation or
the settlement of claims arising under or relating to this Agreement until such
appeals, litigation, or claims are finally resolved.
(F) The provisions in this section shall apply to the Consultant, its officers, agents, employees,
subcontractors and suppliers. The Consultant shall incorporate the provisions in this
section in all subcontracts and all other agreements executed by the Consultant in
connection with the performance of this Agreement.
(G) Nothing in this section shall impair any independent right to the City to conduct audits or
investigative activities. The provisions of this section are neither intended nor shall they
be construed to impose any liability on the City by the Consultant or third parties.
10.3 ASSIGNMENT. TRANSFER OR SUBCONSULTING
Consultant shall not subcontract, assign, or transfer all or any portion of any work anchor service
under this Agreement without the prior written consent of the City Manager, which consent, if
given at all, shall be in the Manager's sole judgment and discretion. Neither this Agreement, nor
any term or provision hereof, or right hereunder, shall be assignable unless as approved
pursuant to this section, and any attempt to make such assignment (unless approved) shall be
void.
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10.4 PUBLIC ENTITY CRIMES
Prior to commencement of the Services, the Consultant shall file a State of Florida Form PUR
7068, Sworn Statement under Section 287.133(3)(a) Florida Statute on Public Entity Crimes with
the City's Procurement Division.
10.5 NO DISCRIMINATION
In connection with the performance of the Services, the Consultant shall not exclude from
participation in, deny the benefits of, or subject to discrimination anyone on the grounds of race,
color, national origin, sex, age, disability, religion, income or family status.
Additionally, Consultant shall comply fully with the City of Miami Beach Human Rights
Ordinance, codified in Chapter 62 of the City Code, as may be amended from time to time,
prohibiting discrimination in employment, housing, public accommodations, and public services
on account of actual or perceived race, color, national origin, religion, sex, intersexuality, gender
identity, sexual orientation, marital and familial status, age, disability, ancestry, height, weight,
domestic partner status, labor organization membership, familial situation, or political affiliation.
10.6 CONFLICT OF INTEREST
Consultant herein agrees to adhere to and be governed by all applicable Miami -Dade County
Conflict of Interest Ordinances and Ethics provisions, as set forth in the Miami -Dade County
Code, as may be amended from time to time; and by the City of Miami Beach Charterand Code,
as may be amended from time to time; both of which are incorporated by reference as if fully set
forth herein.
Consultant covenants that it presently has no interest and shall not acquire any interest, directly
or indirectly, which could conflict in any manner or degree with the performance of the Services.
Consultant further covenants that in the performance of this Agreement, Consultant shall not
employ any person having any such interest. No member of or delegate to the Congress of the
United States shall be admitted to any share or part of this Agreement or to any benefits arising
therefrom.
10.7 CONSULTANT'S COMPLIANCE WITH FLORIDA PUBLIC RECORDS LAW
(A) Consultant shall comply with Florida Public Records law under Chapter 119, Florida
Statutes, as may be amended from time to time.
(B) The term 'Public records' shall have the meaning set forth in Section 119.011(12), which
means all documents, papers, letters, maps, books, tapes, photographs, films, sound
recordings, data processing software, or other material, regardless of the physical form,
characteristics, or means of transmission, made or received pursuant to law or ordinance
or in connection with the transaction of official business of the City.
(C) Pursuant to Section 119.0701 of the Florida Statutes, if the Consultant meets the definition
of "Contractor" as defined in Section 119.0701(1 xa), the Consultant shall:
(1) Keep and maintain public records required by the City to perform the service;
(2) Upon request from the City's custodian of public records, provide the City with a
copy of the requested records or allow the records to be inspected or copied within
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a reasonable time at a cost that does not exceed the cost provided in Chapter 119,
Florida Statutes or as otherwise provided by law;
(3) Ensure that public records that are exempt or confidential and exempt from public
records disclosure requirements are not disclosed, except as authorized by law,
for the duration of the contract term and following completion of the Agreement if
the Consultant does not transfer the records to the City;
(4) Upon completion of the Agreement, transfer, at no cost to the City, all public
records in possession of the Consultant or keep and maintain public records
required by the City to perform the service. If the Consultant transfers all public
records to the City upon completion of the Agreement, the Consultant shall destroy
any duplicate public records that are exempt or confidential and exempt from public
records disclosure requirements. If the Consultant keeps and maintains public
records upon completion of the Agreement, the Consultant shall meet all
applicable requirements for retaining public records. All records stored
electronically must be provided to the City, upon request from the City's custodian
of public records, in a format that is compatible with the information technology
systems of the City.
(D) REQUEST FOR RECORDS; NONCOMPLIANCE.
(1) A request to inspect or copy public records relating to the City's contract for
services must be made directly to the City. If the City does not possess the
requested records, the City shall immediately notify the Consultant of the request,
and the Consultant must provide the records to the City or allow the records to be
inspected or copied within a reasonable time.
(2) Consultant's failure to comply with the City's request for records shall constitute a
breach of this Agreement, and the City, at its sole discretion, may: (1) unilaterally
terminate the Agreement; (2) avail itself of the remedies set forth under the
Agreement; and/or (3) avail itself of any available remedies at law or in equity.
(3) A Consultant who fails to provide the public records to the City within a reasonable
time may be subject to penalties under s. 119, 10.
(E) CIVIL ACTION.
(1) If a civil action is Filed against a Consultant to compel production of public records
relating to the City's contract for services, the court shall assess and award against
the Consultant the reasonable costs of enforcement, including reasonable
attorneys' fees, if
a. The court determines that the Consultant unlawfully refused to comply with
the public records request within a reasonable time; and
b. At least 8 business days before filing the action, the plaintiff provided written
notice of the public records request, including a statement that the Consultant
has not complied with the request, to the City and to the Consultant.
(2) A notice complies with subparagraph (1 xb) if it is sent to the City's custodian of
public records and to the Consultant at the Consultant's address listed on its
contract with the City or to the Consultant's registered agent. Such notices must
be sent by common carrier delivery service or by registered, Global Express
Guaranteed, or certified mail, with postage or shipping paid by the sender and with
evidence of delivery, which may be in an electronic format.
(3) A Consultant who complies with a public records request within 8 business days
after the notice is sent is not liable for the reasonable costs of enforcement.
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(F) IF THE CONSULTANT HAS QUESTIONS REGARDING THE
APPLICATION OF CHAPTER 119, FLORIDA STATUTES, TO THE
CONSULTANT'S DUTY TO PROVIDE PUBLIC RECORDS
RELATING TO THIS AGREEMENT, CONTACT THE CUSTODIAN
OF PUBLIC RECORDS AT:
CITY OF MIAMI BEACH
ATTENTION: RAFAEL E. GRANADO, CITY CLERK
1700 CONVENTION CENTER DRIVE
MIAMI BEACH, FLORIDA 33139
E-MAIL: RAFAELGRANADOc MIAMIBEACHFL GOV
PHONE: 305-673-7411
10.8 FORCE MAJEURE
(A) A "Force Majeure" event is an event that (i) in fact causes a delay in the performance of
the Consultant or the City's obligations under the Agreement, and (ii) is beyond the
reasonable control of such party unable to perform the obligation, and (iii) is not due to an
intentional act, error, omission, or negligence of such party, and (iv) could not have
reasonably been foreseen and prepared for by such party at any time prior to the
occurrence of the event. Subject to the foregoing criteria, Force Majeure may include
events such as war, civil insurrection, riot, fires, epidemics, pandemics, terrorism,
sabotage, explosions, embargo restrictions, quarantine restrictions, transportation
accidents, strikes, strong hurricanes or tornadoes, earthquakes, or other acts of God
which prevent performance. Force Majeure shall not include technological impossibility,
inclement weather, or failure to secure any of the required permits pursuant to the
Agreement.
(8) If the City or Consultant's performance of its contractual obligations is prevented or
delayed by an event believed by to be Force Majeure, such party shall immediately, upon
learning of the occurrence of the event or of the commencement of any such delay, but in
any case within fifteen (15) business days thereof, provide notice: (i) of the occurrence of
event of Force Majeure. (ii) of the nature of the event and the cause thereof, (iii) of the
anticipated impact on the Agreement, (iv) of the anticipated period of the delay, and (v) of
what course of action such party plans to take in order to mitigate the detrimental effects
of the event. The timely delivery of the notice of the occurrence of a Force Majeure event
is a condition precedent to allowance of any relief pursuant to this section; however,
receipt of such notice shall not constitute acceptance that the event claimed to be a Force
Majeure event is in fact Force Majeure, and the burden of proof of the occurrence of a
Force Majeure event shall be on the requesting party.
(C) No party hereto shall be liable for its failure to carry out its obligations under the Agreement
during a period when such party is rendered unable, in whole or in part, by Force Majeure
to carry out such obligations. The suspension of any of the obligations under this
Agreement due to a Force Majeure event shall be of no greater scope and no longer
duration than is required. The party shall use its reasonable best efforts to continue to
perform its obligations hereunder to the extent such obligations are not affected or are
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Ommign Envelope ID: 7D086061-A2C4130D-8CB2-15C6A65FCEF1
Contract No. 24-005-09
only partially affected by the Force Majeure event, and to correct or cure the event or
condition excusing performance and otherwise to remedy its inability to perform to the
extent its inability to perform is the direct result of the Force Majeure event with all
reasonable dispatch.
(D) Obligations pursuant to the Agreement that arose before the occurrence of a Force
Majeure event, causing the suspension of performance, shall not be excused as a result
of such occurrence unless such occurrence makes such performance not reasonably
possible. The obligation to pay money in a timely manner for obligations and liabilities
which matured prior to the occurrence of a Force Majeure event shall not be subject to the
Force Majeure provisions.
(E) Notwithstanding any other provision to the contrary herein, in the event of a Force Majeure
occurrence, the City may, at the sole discretion of the City Manager, suspend the City's
payment obligations under the Agreement, and may take such action without regard to the
notice requirements herein. Additionally, in the event that an event of Force Majeure
delays a party's performance under the Agreement for a time period greater than thirty
(30) days, the City may, at the sole discretion of the City Manager, terminate the
Agreement on a given date, by giving written notice to Consultant of such termination. If
the Agreement is terminated pursuant to this section, Consultant shall be paid for any
Services satisfactorily performed up to the date of termination; following which the City
shall be discharged from any and all liabilities, duties, and terms arising out of, or by virtue
of, this Agreement. In no event will any condition of Force Majeure extend this Agreement
beyond its stated term.
10.9 E-VERIFY
(A) Consultant shall comply with Section 448.095, Florida Statutes, "Employment Eligibility"
("E-Verify Statute"), as may be amended from time to time. Pursuant to the E-Verify
Statute, commencing on January 1, 2021, Consultant shall register with and use the E-
Verify system to verify the work authorizabon status of all newly hired employees during
the Term of the Agreement. Additionally, Consultant shall expressly require any
subconsultant performing work or providing services pursuant to the Agreement to
likewise utilize the U.S. Department of Homeland Security's E-Verify system to verify the
employment eligibility of all new employees hired by the subconsultant during the contract
Term. If Consultant enters into a contract with an approved subconsultant, the
subconsultant must provide the Consultant with an affidavit stating that the subconsultant
does not employ, contract with, or subcontract with an unauthorized alien. Consultant
shall maintain a copy of such affidavit for the duration of the Agreement or such other
extended period as may be required under this Agreement.
(8) TERMINATION RIGHTS.
(1) If the City has a good faith belief that Consultant has knowingly violated Section
448.09(1), Florida Statutes, the Cityshall terminate this Agreement with Consultant
for cause, and the City shall thereafter have or owe no further obligation or liability
to Consultant.
(2) If the City has a good faith belief that a subconsultant has knowingly violated the
foregoing Subsection 10.9(A), but the Consultant otherwise complied with such
subsection, the City will promptly notify the Consultant and order the Consultant to
immediately terminate the Agreement with the subconsultant. Consultant's failure
13
D sign Envelope ID: 7D0a6N1-A2C74W0 sCB2-15CW5FCEF1
Contract No. 29-005-09
to terminate a subconsultant shall be an event of default under this Agreement,
entitling City to terminate the Consultant's contract for cause.
(3) A contract terminated under the foregoing Subsection (BX1) or (BX2) is not in
breach of contract and may not be considered as such.
(4) The City or Consultant or a subconsultant may file an action with the Circuit or
County Court to challenge a termination under the foregoing Subsection (B)(1) or
(BX2) no later than 20 calendar days after the date on which the contract "a
terminated.
(5) If the City terminates the Agreement with Consultant under the foregoing
Subsection (13)(1), Consultant may not be awarded a public contract for at least 1
year after the date of termination of this Agreement.
(6) Consultant is liable for any additional costs incurred by the City as a result of the
termination of this Agreement under this Section 10.9.
10.10 CONSULTANT'S COMPLIANCE WITH ANTI -HUMAN TRAFFICKING LAWS
Consultant agrees to comply with Section 787.06, Florida Statutes, as may be amended from time
to time, and has executed the Certification of Compliance with Anti -Human Trafficking Laws, as
required by Section 787.06(13), Florida Statutes, a copy of which is attached hereto as Exhibit
•E"
SECTION 11
NOTICES
Until changed by notice, in writing, all such notices and communications shall be addressed as
follows:
TO CONSULTANT: GOMAN YORK PROPERTY ADVISERS LLC
Attn: R. Michael Goman
55 Hartland Street, Suite 400
East Hartford, CT 06108
Ph: 860-841-3271
Email: mcomanAgomanvork com
TO CITY: Economic Development Department
City of Miami Beach
Attn: Rickelle Williams, Director
1755 Meridian Avenue, Suite #200
Miami Beach, FL 33139
Ph: 306-673-7572
Email: rickellewilliamsamiamibeachfl Dov
All notices mailed electronically to either party shall be deemed to be sufficiently transmitted.
14
Docusign Em o" ID: 713086061-A 7430D Cat-1506AMFCEF1
Contract No. 24-005-09
SECTION 12
MISCELLANEOUS PROVISIONS
12.1 CHANGES AND ADDITIONS
This Agreement cannot be modified or amended without the express written consent of the
parties. No modification, amendment, or alteration of the terms or conditions contained herein
shall be effective unless contained in a written document executed with the same formality and of
equal dignity herewith.
12.2 SEVERABILITY
If any term or provision of this Agreement is held invalid or unenforceable, the remainder of this
Agreement shall not be affected and every other term and provision of this Agreement shall be
valid and be enforced to the fullest extent permitted by law.
12.3 WAIVER OF BREACH
A party's failure to enforce any provision of this Agreement shall not be deemed a waiver of such
provision or modification of this Agreement. A party's waiver of any breach of a provision of this
Agreement shall not be deemed a waiver of any subsequent breach and shall not be construed
to be a modification of the terms of this Agreement.
12.4 JOINT PREPARATION
The parties hereto acknowledge that they have sought and received whatever competent advice
and counsel as was necessary for them to form a full and complete understanding of all rights
and obligations herein and that the preparation of this Agreement has been a joint effort of the
parties, the language has been agreed to by parties to express their mutual intent and the resulting
document shall not, solely as a matterof judicial construction, be construed more severely against
one of the parties than the other.
12.5 ENTIRETY OF AGREEMENT
The City and Consultant agree that this is the entire agreement between the parties. This
Agreement supersedes all prior negotiations, correspondence, conversations, agreements or
understandings applicable to the matters contained herein, and there are no commitments,
agreements or understandings concerning the subject matter of this Agreement that are not
contained in this document. Tide and paragraph headings are for convenient reference and are
not intended to confer any rights or obligations upon the parties to this Agreement.
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15
Doao,On En.ebw lr 7DOEG(i.d30FK82-15CGMfWFCEFi
IN WITNESS WHEREOF. free aarlos -eret�. have caused this Agreement to be e><ii
Dry Ihev appropriate officials, as of the dale first entered above
FOR CITY
AI FEST
By
Rafael E Grahado. Coy Clerk
Jsc JAN T , f 5
[OR CONSULTANT:
GOMAN YOR 8 . Y ADVISERS LLC
Print Name andTflle
Jale
CITY OF MIAMI BEACH, FLORIDA
C,i 1
6nc Carpenter q ManaSer
APPROVED AS TO
CORM &LANGUAGE
g FOR EXFCLIT ON
r U Y 1kL
0U9pK
City Momey
Date
cf.e
Docu*n Em c,xo ID: 7D9ae081-A 7.4W9 KB2-15CW6FCEF1
Contract No. 24-005-09
EXHIBIT A SCOPE OF SERVICES
I. Scope of the Services. A pool of multidisciplinary consultant teams has been established to
provide economic development consultant services to the City. These services may include but
are not limited to comprehensive economic development strategic planning, developing high-level
evaluation of market opportunities and position strategies for key commercial corridors and areas,
evaluation of current market dynamics and economic assets, benchmarking and competitive
assessment, asset -based economic development, sustainable development, costlfnancial
modeling, leadership and organizational development models, business development strategies,
targeted industry analysis, real estate development fiscal analysis, cost -benefit analysis, data
collection and assessment, marketing and branding plans, prospect identifcation and outreach,
competitive and responsible economic development incentive policies, workforce trends,
forecasts analysis and talent development, and community outreach and engagement.
II. Awarding Work. This Agreement is to ensure that there is a sufficient pool of consultants to
assist the City with its future economic development needs on a project -by -project basis.
In selecting the consultant with whom to execute a CSO, the City may select the prequalified
consultant It deems most qualified for the project or seek proposals from one (1) or more
prequalified consultants. Execution of this Agreement does not guarantee that the prequalified
consultant will receive any work, only that the consultant shall be prequalifed to be considered
for future work, if and when needed.
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17
Contract
Contracts I...T ..I. 1 , . L.
Consultant: 1 11
1. Estimated calendar days to complete true work:
2. Total amount ongmal C SO
3. Total amount all previous Amendments
4. Total amount this Amendment
S. Total Amount for Engagement
6. Fee for ancillary items for this Service Order
Account Code:
vat or New Subconsu pants:
.1 Eemn aWld :blv M—,mry I—,
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l o� (ltY INanm Signnlom bnl.
l nifousultant lNamel S"."M c Uetc
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D.si9n Envelope ID: 7D066061-A2C7-0 D-6CB2-/5C6A65FCEF1
Contract No. 24-005-09
EXHIBIT C HOURLY RATES
ECONOMIC DEVELOPMENTCONSULTANTSERVICES
HOURLY RATES
i
Prin i I-in-ch r nior
Senim Pro eci M na at
238,50
2
196.10
3
Pr ect Man er/Plann r/Eco istJ nl r185.50
Assistant Pr ectMana r
4
164. 30
E an mi veto m ntAnaligit 159.00
Senior POSIUMS and/or Ancllia..Roros InkudingDut not Umitad ro:
Senior Urban Designer
Engagement and Research Director (Economic Development, Organizational Management)
Economic Development Analyst/Research
Manager
Subject Matter Specialist
Business Analyst Senior
Financial Analyst Senior
Digital Channel Branding Specialist
Marketing Channel Management Specialist
Economic Development Strategist
MI -Use Deveto meet Market9trate 'st
1 nl rAn
NTES159.00
7
9
11
15
16
7
18
GI To hnician
5
JunlOt Position andlorAnclUary Rates intcuding but not Umtted to:
19
Urban Designer
MarketinWAdvenising Specialist
Community Outreach Specialist
Public Relations/Media Specialist
Graphic Designer
Website Designer
SOCIat Media Specialist
Videogragher
Photographer
Video Editor
Copyvrher
Business Analyst Junior
Financial Analyst lumor
Urban Designer
NTE$121,90
20
21
3
24
2
26
27
32
B:1
Docu*n Envelope ID: 7D0eX61-A C1430D-8Cl32-15C6A65FCEF1
Conncl No. 24-005.09
EXHIBIT D APPROVED SUB -CONSULTANTS
No Subconsultants submitted with the proposal.
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01
Docusign Envelope ID'. 7D086061-A C7A30D-8C132-15C6A65FCEF1
Contrecl No. 24005-09
EXHIBIT E HUMAN TRAFFICKING CERTIFICATION
Certification of Compliance with Anti -Human Trafficking Laws
In accordance with Section 787.06 (13), Florida Statutes, the undersigned, on behalf of
the entity named below ("Entity"), hereby attests under penalty of perjury that the Entity
does not use coercion for labor or services as defined in Section 787.06, Florida Statutes,
entitled "Human Trafficking".
I understand that I am swearing or affirming under oath to the truthfulness of the claims
made in this affidavit and that the punishment for knowingly making a false statement
includes fines and/or imprisonment.
The undersignedj authorized to execute this affidavit on behalf of Entity.
(VendorSignatu ) (Com any,tJameLY>
) S,T S'vi� OD
�p LaI
�es�rr �'%L>o.LJRA��cT
(Print Name) (Address)
��yjVFCT/Cv i
State of
County of R7ro�D
The foregoing instrument was acknowledged before me by means of P physical presence
Pcern f9e/+
or O online polarization, this by
�[�Zo a L4 ,
known to me to be the person described herein, or who produced
I VceS b tf rt S.� as identification, and whc(qdid not take an oath
NOTARY PUBLIC:
( ignature)
Tne� hA- 6-0"Ai
(Print Name)
My commission expires: wta-3 t, ZOA,
JANET MARY GOMAN
NOTARYPUBLIC
IRy Comm4sbn bow Mu. 31. 2020 - -
ATTACHMENT A
RESOLUTION & COMMISSION AWARD MEMO
RESOLUTION NO. 2024-33302
A RESOLUTION OF THE MAYOR AND CITY COMMISSION OF THE CITY OF
MIAMI BEACH, FLORIDA, ACCEPTING THE RECOMMENDATION OF THE CITY
MANAGER, PURSUANT TO REQUEST FOR QUALIFICATIONS (RFQ) NO. 2024-
005-ND, FOR ECONOMIC DEVELOPMENT CONSULTANT SERVICES,
AUTHORIZING THE ADMINISTRATION TO ESTABLISH A POOL OF PRE -
QUALIFIED CONSULTANTS FOR ECONOMIC DEVELOPMENT CONSULTANT
SERVICES; AUTHORIZING THE ADMINISTRATION TO ENTER INTO
NEGOTIATIONS WITH DAEDALUS CAPITAL, LLC. AS THE FIRST -RANKED
PROPOSER; ERNST 8 YOUNG LLP, AS THE SECOND -RANKED PROPOSER:
HUNDEN STRATEGIC PARTNERS, INC., JONES LANG LASALLE AMERICAS,
INC., AND PFM GROUP CONSULTING LLC, AS THE TIED THIRD -RANKED
PROPOSERS; WILLDAN FINANCIAL SERVICES, INC., AS THE SIXTH -RANKED
PROPOSER; L.M. GENUINE SOLUTIONS LLC, AS THE SEVENTH -RANKED
PROPOSER; ACCENTURE LLP, AS THE EIGHTH -RANKED PROPOSER;
GOMAN YORK PROPERTY ADVISERS LLC AND NATIONAL COUNCIL FOR
COMMUNITY DEVELOPMENT, INC., AS THE TIED NINTH -RANKED
PROPOSERS; VISIONFIRST ADVISORS, AS THE ELEVENTH -RANKED
PROPOSER: AND CAMBRIDGE ECONOMETRICS INC. AND ECONSULT
SOLUTIONS, INC., AS THE TIED TWELFTH -RANKED PROPOSERS; AND
FURTHER AUTHORIZING THE CITY MANAGER AND CITY CLERK TO EXECUTE
AGREEMENTS WITH EACH OF THE PROPOSERS UPON CONCLUSION OF
SUCCESSFUL NEGOTIATIONS BY THE ADMINISTRATION.
WHEREAS, on May 15. 2024, the Mayor and City Commission approved the issuance of the
Request for Qualifications (RFQ) No. 2024-005-ND for Economic Development Consultant Services;
and
WHEREAS, Request for Qualifications No. 2024-005-ND (the "RFQ") was issued jointly by
the City of Miami Beach, the Miami Beach Redevelopment Agency (RDA), and the North Beach
Community Redevelopment Agency (NBCRA) on May 17, 2024; and
WHEREAS, a voluntary pre -proposal meeting wes held on May 30. 2024; and
WHEREAS, on August 6. 2024, the City received a total of 18 proposals; and
WHEREAS, On September 11, 2024, the City Commission adopted Resolution No. 2024-
33225, shortlisting the following fines to be further considered in the RFQ evaluation process:
Accentum LLP, Cambridge Econometrics Inc., Daedalus Capital, LLC, Econsult Solutions, Inc.,
Ernst S Young LLP, Goman York Property Advisers LLC, Hunden Strategic Partners, Inc., Jones
Lang Lasalle Americas, Inc., L.M. Genuine Solutions LLC, National Council for Community
Development, Inc., PFM Group Consulting LLC, VisionFirst Advisors, and Willdan Financial
Services, Inc.; and
WHEREAS, the Evaluation Committee, appointed by the City Manager via LTC# 318-2024;
convened on September 26, 2024. to interview the shortlisted firms; 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 each proposal; and
WHEREAS, the Evaluation Committee was instructed to score and rank each proposal
pursuant to the evaluation criteria established in the RFQ; and
WHEREAS, the Evaluation Committee ranked the proposers as follows: Daedalus Capital,
LLC, as the first -ranked proposer; Ernst & Young LLP, as the second -ranked proposer; Hunden
Strategic Partners, Inc., Jones Lang Lasalle Americas, Inc., and PFM Group Consulting LLC, as the
tied third -ranked proposers; Willdan Financial Services, Inc., as the sixth -ranked proposer, L.M.
Genuine Solutions LLC, as the seventh -ranked proposer, Acoenture LLP, as the eighth -ranked
proposer, Goman York Property Advisers LLC and National Council For Community Development,
Inc., as the tied ninth -ranked proposers; VisionFirst Advisors, as the eleventh -ranked proposer, and
Cambridge Econometrics Inc. and Econsult Solutions, Inc., as the tied tivelfth-ranked proposers; and
WHEREAS, after reviewing all of the submissions 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 establish a pool of pre -qualified
consultants for economic development consultant services; authorize the Administration to enter into
negotiations with Daedalus Capital, LLC, as the first -ranked proposer; Ernst & Young LLP, as the
second -ranked proposer; Hunden Strategic Partners, Inc., Jones Lang Lasalle Americas, Inc., and
PFM Group Consulting LLC, as the tied third -ranked proposers; Willdan Financial Services, Inc., as
the sixth -ranked proposer; L.M. Genuine Solutions LLC. as the seventh -ranked proposer. Accenture
LLP, as the eighth -ranked proposer, Goman York Property Advisers LLC and National Council For
Community Development, Inc., as the bed ninth -ranked proposers; VisionFirst Advisors, as the
eleventh -ranked proposer, and Cambridge Econometrics Inc, and Econsult Solutions, Inc., as the
tied twelfth -ranked proposers; and further authorize the City Manager and City Clerk to execute
agreements with each of the foregoing proposers 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. 2024-
005-ND, for Economic Development Consultant Services; authorize the Administration to establish a
pool of prequalified consultants for specific tasks retating to economic development consultant
services; authorize the Administration to enter into negotiations with Daedalus Capital, LLC, as the
first -ranked proposer, Ernst & Young LLP, as the second -ranked proposer; Hunden Strategic
Partners, Inc., Jones Lang Lasalle Americas, Inc., and PFM Group Consulting LLC, as the bed third -
ranked proposers; Willdan Financial Services, Inc., as the sixth -ranked proposer; L.M. Genuine
Solutions LLC, as the seventh -ranked proposer, Accenture LLP, as the eighth -ranked Proposer;
Goman York Property Advisers LLC and National Council For Community Development, Inc., as the
tied ninth -ranked proposers; VisionFirst Advisors, as the eleventh -ranked proposer; and Cambridge
Econometrics Inc. and Econsult Solutions, Inc., as the fled twelfth -ranked proposers; and further
authorize the City Manager and City Clerk to execute agreements with each of the proposers upon
conclusion of successful negotiations by the Administration.
PASSED AND ADOPTED this 30 day Of 2024.
�ti
Steven Meiner, Mayor
ATTEST NO 0 5 2024
Rafael E. Gransdo, City Clerk
rhk
APPROVED AS TO
FORM & LANGUAGE
&FO YECI,TIOq
IoimJ x;Lt-
A omey --&�- Date
Procurement Requests - C2 A
MIAMI BEACH
COMMISSION MEMORANDUM
TO Honorable Mayor and Members of the City Commission
FROM: Eric Carpenter. City Manager
DATE: October 30, 2024
TITLE: A RESOLUTION OF THE MAYOR AND CITY COMMISSION OF THE CITY OF
MIAMI BEACH, FLORIDA, ACCEPTING THE RECOMMENDATION OF THE CITY
MANAGER, PURSUANT TO REQUEST FOR QUALIFICATIONS (RFO) NO. 2024-
005-ND, FOR ECONOMIC DEVELOPMENT CONSULTANT SERVICES,
AUTHORIZING THE ADMINISTRATION TO ESTABLISH A POOL OF
PREQUALIFIED CONSULTANTS FOR ECONOMIC DEVELOPMENT
CONSULTANT SERVICES, AUTHORIZING THE ADMINISTRATION TO ENTER
INTO NEGOTIATIONS WITH DAEDALUS CAPITAL, LLC, AS THE FIRST -RANKED
PROPOSER; ERNST 6 YOUNG LLP, AS THE SECOND -RANKED PROPOSER,
HUNDEN STRATEGIC PARTNERS, INC., JONES LANG LASALLE AMERICAS,
INC.. AND PFM GROUP CONSULTING LLC, AS THE TIED THIRD -RANKED
PROPOSERS; WILLDAN FINANCIAL SERVICES, INC., AS THE SIXTH -RANKED
PROPOSER; L.M. GENUINE SOLUTIONS LLC, AS THE SEVENTH -RANKED
PROPOSER; ACCENTURE LLP, AS THE EIGHTH -RANKED PROPOSER; GOMAN
YORK PROPERTY ADVISERS LLC AND NATIONAL COUNCIL FOR COMMUNITY
DEVELOPMENT, INC., AS THE TIED NINTH -RANKED PROPOSERS;
VISIONFIRST ADVISORS, AS THE ELEVENTH -RANKED PROPOSER; AND
CAMBRIDGE ECONOMETRICS INC. AND ECONSULT SOLUTIONS, INC., AS
THE TIED TWELFTH -RANKED PROPOSERS; AND FURTHER AUTHORIZING
THE CITY MANAGER AND CITY CLERK TO EXECUTE AGREEMENTS WITH
EACH OF THE PROPOSERS UPON CONCLUSION OF SUCCESSFUL
NEGOTIATIONS BY THE ADMINISTRATION. (ECONOMIC DEVELOPMENT)
JOINT CITY COMMISSION, RDA, AND NBCRA
The City Administration ("Administration") recommends that the Mayor and City Commission
(-City Commission") approve the Resolution.
The sobcitabon is currently under the cone of silence
The City is detlicated to fostering a robust economy that stimulates balanced growth by
connecting businesscommunity, people, and jobs through business assistance and resources,
corridor development and redevelopment, real estate, and creating a diverse economy that
produces a dynamic and resilient community
To meet City goals, objectives, and expectations, a pool of Economic Development consultants
(Consultants) is secured to assist the City assess economic development potential. develop
economic development strategies, implement projects, provide professional industry insight, build
capacity, promote economic development awareness and more (collectively, "Consultant
Services'I- The Consultants are contracted to assist as needed and by specialty. The current pool
of Consultants contracts is set to expire on December 11, 2024
Page 43 of 2497
In anticipation of the expiring Consultant Contracts, the Administration requested approval to Issue
Request for Qualifications (RFQ) 2024-005-ND for Economic Development Consultant Services
for an Initial term of three (3) years with one (1) two-year renewal term or two (2) one-year renewal
terms at the City Manager's sole discretion.
ANALYSIS
On May 15, 2024. the Mayor and the City Commission authorized the issuance of RFQ No. 2024-
005-ND for Economic Development Consultant Services. On May 17, 2024. the RFQ was issued
jointly by the City of Miami Beach. the Miami Beach Redevelopment Agency (RDA), and the North
Beach Community Redevelopment Agency (CRA). A voluntary pre -proposal Conference to
provide information to proposers submitting a response was held on May 30, 2024. Two (2)
addenda were issued, and 89 prospective bidders accessed the advertised solicitation. RFQ
responses were due and received on August 6, 2024. The City received a total of eighteen (18)
proposals. On September 11, 2024, the City Commission adopted Resolution No. 2024-33225,
shortlisting the following firms to be further considered in the RFQ evaluation process. Accenture
LLP, Cambridge Econometrics Inc_ Daedalus Capital, LLC, Econsult Solutions, Inc., Ernst &
Young LLP. Goman York Property Advisers LLC, Hunden Strategic Partners, Inc.. Jones Lang
Lasalle Americas, Inc.. L.M. Genuine Solutions LLC, National Council for Community
Development. Inc.. PFM Group Consulting LLC. VisionFirst Advisors, and Willdan Financial
Services. Inc.
The Evaluation Committee (the Committee"), appointed by the City Manager via Letter to
Commission (LTC) # 318-2024, Convened on September 26, 2024, to interview the shortlisted
firms. The Committee was comprised of Justin Kam, Economic Development Manager. Economic
Development Department, Rogelio Madan, Development and Resiliency Officer, Planning
Department: Colette Satchell, Senior Project Manager, Office of Capital Improvement Projects.
and Luis Wong, Administrative Services Manager. Economic Development Department
The Committee was provided an overview of the request for qualifications and information relative
to the City's Cone of Silence Ordinance and the Government in the Sunshine Law, 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 process resulted In the ranking of proposers as indicated in Attachment A. A summary
of each top -ranked firth is available upon request.
The Administration has Considered the qualifications of the top thirteen firms and finds them to be
varied In capabilities and experience and, thus, a diverse selection of Consultants. The types of
economic development activities scheduled and projected vary from strategic planning, industry
and market researchstatistical and empirical economic analysis, workforce development
viability, Community and neighborhood development programming, economic impact studies,
public -private partnership evaluations, and more. Access to a robust pool of consultants, ranging
from small, local, and regional to national and global expertise. ensures access to diverse
approaches and talent and the ability to engage multiple consultants simultaneously. As the
solicitation was jointly issued by the City, RDA. and CRA, a wide variety of services may be
needed Therefore, it is recommended that the thirteen (13) firms be awarded to establish a pool
of prequalified economic development consultants to aid the City advance the economic
development goalsmission, and vision of the City Commission.
FISCAL IMPACT STATEMENT
Page 44 of 2497
Fees will be established through the negotiation process The Economic Development
Department has budgeted $100.000 for these services. Services shall be subject to the availability
of funds approved through the City's budgeting process Grant funding is not anticipated to be
utilized for this project.
Does this Ordinance require a Business Impact Estimate?
(FOR ORDINANCES ONLY)
If applicable, the Business Impact Estimate (BIE) was published on:
See StE at: hhos ltwww miamibeachfl ao lcity-haitlrity-cle klmeetina-noticest
011-0531-000312-35.404-534-00-00-00 $10"D0
CONCLUSION
The Administration recommends that the Mayor and City Commission approve the Resolution
authorizing the Administration to establish a pool of prequalified consultants for specific tasks
relating to economic development consultant services; authorizing the Administration to enter into
negotiations with Daedalus Capital. LLC, as the first -ranked proposer. Ernst 8 Young LLP, as the
second -ranked proposer, Hunden Strategic Partners, Inc , Jones Lang Lasalle Americas, Inc
and PFM Group Consulting LLC, as the bed third -ranked proposers: Willdan Financial Services.
Inc., as the sixth -ranked proposer, L.M. Genuine Solutions LLC, as the seventh -ranked proposer,
Accenture LLP, as the eighth+anked proposer; Goman York Property Advisers LLC and National
Council For Community Development, Inc , as the tied ninth -ranked proposers. VisionFirst
Advisors, as the eleventh -ranked proposer. and Cambridge Econometrics Inc and Econsuh
Solutions, Inc., as the tied twelfth -ranked proposers; and further authorizing the City Manager and
City Clerk to execute agreements with each of the proposers upon conclusion of successful
negotiations by the Administration
Applicable Area
Citywide
Is this a "Residents Right to Know" item. Is this item related to a G.O. Bond
pursuant to City Code Section 2.177 Protect?
No No
Was this Aaenda Item initially requested by a lobbyist which as defined in Code Sec. 2-481,
includes a orincioal enuaaed in lobbyinq? Nc
If so, specify the name of lobbyists) and principal(s)
Department
Procurement
Sponsorts)
Page 45 of 2497
Co-soonsorlsl
Condensed Title
Joint, Award RFD 2024-005-ND, Economic Development Conwltant Setvlces. ED/PR
Page 46 of 2497
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ATTACHMENT B
ADDENDUM AND RFq SOLICITATION
M I AM I B E AC H PRUCUREMENT DEPARTMENT
1755 Meridian Avenue, 3b Floor
Miami Beach, Flonda 33139
www.miamibeacha.gov
ADDENDUM NO.2
REQUEST FOR QUALIFICATIONS NO.2024-005-ND
FOR ECONOMIC DEVELOPMENT CONSULTANT SERVICES
June 26, 2024
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 strlkethrough, and additions are underlined).
Q1. (In reference to Section 3 — Conflict of Interest, page 7 of bid packet) Considering the size of our fine
(over 300,000 global employees), can disclosure of any immediate family member who is also an employee
of the City of Miami Beach be limited to those of the personnel identified for this RFQ?
Al: Disclosure of any immediate family member who is also an employee of the City of Miami
Beach can be limited to those of the Bidder's personnel identified in the proposal.
Any questions regarding this Addendum should be submitted in writing to the Procurement Department to the
attention of the individual named below, with a copy to the City Clerk's Office at RafaelGranado@miamibeachfi.gov
Contact:
Telephone:
Email:
Natalia Delgado
305-673-7000 ext.26263
nataliadel ado miamibeachfl. ov
Proposers are reminded to acknowledge receipt of this addendum as part of your RFQ submission.
Sincerely,
Natalia Delgado
Procurement Contracting Officer III
1 I MOENWMI
REQUEST FOR QUALIFN:ATIONS NO.202< NO
FOR ECONOMIC OEVELOPMENT CONSULTANT SERVICES
M I A M I B E AC H PROCUREMENT DEPARTMENT
1755 Meridian Avenue, 30 Floor
Miami Beach, Florida 33139
w miamibeachfl.gov
ADDENDUM NO.1
REQUEST FOR QUALIFICATIONS NO.2024-005-ND
FOR ECONOMIC DEVELOPMENT CONSULTANT SERVICES
June 24, 2024
This Addendum to the above -referenced RFQ is issued in response to questions from prospective proposers or other
clarifications and revisions issued by the City. The RFQ is amended in the following particulars only (deletions are
shown by strikethrough, and additions are underlined).
I. REVISION. Section 0400, Proposal Evaluation, Subsection 4. Evaluation Criteria is hereby amended as
follows:
4. EVALUATION CRITERIA. Responsive, responsible proposals will be evaluated in accordance with the
following criteria:
Experience d Qualifications af Pr me - .r ,r
•rrr.ch anr Methodology (Tab 3) •r
TOTAL AVAILABLE POINTS for Qualitative Criteria 100
Quantitative Criteria Maximum 5Points
PreferenceVeterans
TOTAL AVAILABLE POINTS for Qualitative and 105
Quantitative Criteria
It. RESPONSES TO QUESTIONS RECEIVED:
Q1: Who are the current on -call contract holders?
Al: Lambert Advisory, L.C., The Corradino Group, Inc., Willdan Financial Services, Inc., and
Daedalus Capital LLC.
Q2: Should teams have experience doing all parts of the scope, or can firms submit competitive proposals
with deeper but more narrow experience?
A2: The City is looking for consultant teams that specialize in all or a portion of the
competencies identified in the RFQ. The City will engage consultant teams based on their
area(s) of expertise.
Q3: Is there any local preference in the selection process?
A3: No, please refer to Section 0400, Proposal Evaluation for the evaluation criteria.
1 I ADDENDUM N0.1
REOUEST FOR QUAUFICATIONS NO. 202I 5O ND
FORECONOMIC DEVELOPMENT CONSULTANT SERVICES
M I AA I B EAC H PROCUREMENT1755Me DEPARTMENT
nue,3Rim
1755 Meridian Avenue, 3�^ Flow
Miami Beach, Flonda 33139
w .miamibeachfl.gov
04: How are subcontractors evaluated in the scoring process?
A4: Please refer to Section I. Revision. The subcontractor(s) will be scored in accordance
with Section 0400, Proposal Evaluation.
Any questions regarding this Addendum should be submitted in writing to the Procurement Department to the
attention of the individual named below, with a copy to the City Clerk's Office at RafaelGranado@miamibeachfl.gov
Contact:
Telephone:
Email:
Natalia Delgado
305-673.7000 ext. 26263
nataliadel ado miamibeachfl. ov
Proposers are reminded to acknowledge receipt of this addendum as part of your RFQ submission.
Sincerely,
Natalia Delgado
Procurement Contracting Officer III
z IADDENDUM N0.1
REQUEST FOR QUALIFICATIONS NO. Ya 05ND
FOR ECONOMIC DEVELOPMENT CONSULTANT SERVICES
MIAMI BEACH
Request for Qualifications (RFQ)
2024-005-ND
Economic Development Consultant Services
TABLE OF CONTENTS
SOLICITATION SECTIONS:
0100 INSTRUCTIONS TO RESPONDENTS
0200 GENERAL CONDITIONS
0300 PROPOSAL SUBMITTAL INSTRUCTIONS & FORMAT
0400 PROPOSAL EVALUATION
APPENDICES:
APPENDIX A
SPECIAL CONDITIONS
APPENDIX B
SAMPLE CONTRACT
APPENDIX C
INSURANCE REQUIREMENTS
MIAMI BEACH
SECTION 0100 INSTRUCTIONS TO RESPONDENTS 3 GENERAL CONDITIONS
I.GENERAL.
This Request for Qualifications (RFQ) is issued jointly by the City of Miami Beach, Florida (the "City"), the Miami Beach
Redevelopment Agency (the "RDA"), and the North Beach Community Redevelopment Agency (the "CRA"),
collectively referred to herein as the "City," as the means for prospective Bidders to submit proposals for the City's
consideration in evaluating qualifications to select a firm or multiple firms with whom it may negotiate an agreement
for the purpose noted herein.
The City utilizes Periscope S2G (formerly known as BidSync) (www.pedscopeholdincis.com or www.bidsvnc.com) for
automatic notification of competitive solicitation opportunities and document fulfillment, including the issuance of any
addendum to this RFQ. Any prospective Bidderwho has received this RFQ by any means other than through Periscope
S2G must register immediately with Periscope S2G to ensure it receives any addendum issued to this RFQ. Failure
to receive an addendum may result in disqualification of the proposal submitted.
2. PURPOSE.
For approximately five (5) years, the City of Miami Beach has had agreements with multiple firms for economic
development consultant services on an "as needed" basis. As the need for services arises, firths are contacted to
provide professional services according to a negotiated scope of work and cost. The current term of the agreement
expires on August 12, 2024.
To consider a replacement agreement, this RFQ seeks to establish a prequalified pool of multidisciplinary consultant
teams to provide economic development consultant services to the City. These services may include but are not limited
to comprehensive economic development strategic planning, developing high-level evaluation of market opportunities
and position strategies for key commercial corridors and areas, evaluation of current market dynamics and economic
assets, benchmarking and competitive assessment, asset -based economic development, sustainable development,
costffnancial modeling, leadership and organizational development models, business development strategies,
targeted industry analysis, real estate development fiscal analysis, cost -benefit analysis, data collection and
assessment, marketing and branding plans, prospect identification and outreach, competitive and responsible
economic development incentive policies, workforce trends, forecasts analysis and talent development, and
community outreach and engagement.
This RFQ is not issued for a particular project or service need. The RFQ is being issued to ensure that there is a
sufficient pool of consultants to assist the City with its future economic development needs on a project -by -project
basis. Therefore, the City may award a pool of two (2) or more consultants that may be eligible to be considered for
future work. A master agreement shall be established with each awarded firth. Each future project will be awarded by
a Consultant Service Order (CSO), including a negotiated scope of services and cost (by deliverable). In selecting the
consultant with whom to execute a CSO, the City may select the pmqualfied consultant it deems most qualified for
the project or seek proposals from one (1) or more prequalified consultants. Award of this RFO does not guarantee
that the prequalified consultant will receive any work, only that the consultant shall be prequalified to be considered
for future work, if and when needed.
2.1 Interested Parties. Interested parties are invited to submit proposals in accordance with Section 0300. A
Pre -proposal conference will be held in accordance with Section 0100, Subsections 3 and 6. All proposals
will be evaluated in accordance with the criteria found in Section 0400.
n ANTIGPATFn RFO TIMFTARLF The tentative whadule for this solicitation is as follows:
RFQ Issued
May 17, 2024
Pre -Proposal Meeting
May 30, 2024, at 10:00 am ET
a
Join on your computer or obileapp
BEACH
Join the meetino now
Or call in (audio only)
+1 786-636-1480 United States, Miami
Phone Conference ID: 725 334134#
Deadline for Receipt of Questions
June 13, 2024, at 5:00 pm ET
Responses Due
July 1, 2024, at 3:00 pm ET
Join on your computer or mobile app
Join the meeting now
Or call in (audio only)
+1 786-636-1480 United States, Miami
Phone Conference ID: 711 808 488#
Evaluation Committee Review
TBD
Tentative Commission Approval
TBD
Contract Negotiations
Following Commission Approval
4. PROCUREMENT CONTACT. Any questions or clarifications concerning this solicitation shall be submitted to the
Procurement Contact noted below:
Pmcu,ement Contact. Telephone. Emaif.
The Proposal title/number shall be referenced on all correspondence. All questions or requests for clarification must
be received no later than fifteen (15) calendar days prior to the date proposals are due as scheduled in Section 0100-
5. All responses to questions/cladficalions will be sent to all prospective Bidders in the form of an addendum.
5. PRE -PROPOSAL MEETING OR SITE VISIT(SI. 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. Bidders interested in participating in the Pre -Proposal Meeting must follow these steps:
Join on your computer or mobile app
Join the meeting now
Or call in (audio only)
+1 786-636-1480 United States, Miami
Phone Conference 10: 725 334134#
Bidders who are participating should send an e-mail to the contact person listed in this RFQ expressing their intent to
participate.
6. PRE -PROPOSAL INTERPRETATIONS. Oral information or responses to questions received by prospective
Bidders are not binding on the City and will be without legal effect, including any information received at the pre -
submittal meeting or she 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. The addendum will be released through Periscope
S2G. Any prospective Bidder who has received this RFQ by any means other than through Periscope S2G must
register immediately with Periscope S2G to ensure it receives any addendum issued to this RFQ. Failure to receive
an addendum may result in disqualification of the proposal. Written questions should be received no later than the
date outlined in the Anticipated RFQ Timetable section.
M,AMI BEACH
T. CONE OF SILENCE. This RFQ is subject to, and all Bidders 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. Bidders 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 rafaelaranadoftmiamibeachtl.aov
8. ADDITIONAL INFORMATION OR CLARIFICATION. After proposal submittal, the City reserves the right to require
additional information from Bidders (or Bidder 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).
9. BIDDER'S RESPONSIBILITY. Before submitting a response, each Bidder 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, andlor
failure to make such evaluations, investigations, and examinations, will not relieve the Bidder 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 Bidder.
10. DETERMINATION OF AWARD. The City Manager/RDA Executive Duectof/CRA Executive Director (collectively
referred to herein as 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 Bidder to perform the contract.
(2) Whether the Bidder can perform the contract within the time specified, without delay of
interference.
(3) The character, integrity, reputation, judgment, experience, and efficiency of the Bidder.
(4) The quality of performance of previous contracts.
(5) The previous and existing compliance by the Bidder with laws and ordinances relating to the
contract.
The City Manager may recommend to the City Commission the Bidder(s) s/he deems to be in the best interest of the
City or may recommend rejection of all proposals. The City Commission/RDA Board/CRA Board (collectively referred
to herein as 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 Managers recommendation and select
another Proposal or Proposals that it deems to be in the best interest of the City, or it may also reject all Proposals.
11. NEGOTIATIONS. Following selection, the City reserves the right to enter into further negotiations with the selected
Bidder. Notwithstanding the preceding, the City is in no way obligated to enter into a contract with the selected Bidder
in the event the parties are unable to negotiate a contract. It is also understood and acknowledged by Bidders 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.
12. 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 employees
hired by the subcontractor during the Contract term.
MIAMI BEACH
13. PERISCOPE S213 (FORMERLY BIDSYNC). The Procurement Department utilizes Periscope S2G, a 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.bidsvnc.conVMiami-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
htti)s://www.miamibeachfl.gov/city-hall/procuremenvfbr-aooroval-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 su000rtfdibidsvnc.com or 800.990.9339, option 1, option 1.
14. 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 (httos://selfservice.miamibeachfl.gov/vss/Vendors/default.asoxl will also provide you with
purchase orders and payment information.
Should you have any questions and/or comments, please submit them to vendorsu000rt0miamibeachfi.gov.
15. SUPPLIER DIVERSITY. The City has established a registry of LGBTowned 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 LGBTowned business by NGLCC or as a small or disadvantaged business by
Miami -Dade County, dick on the link below to be added to the City's supplier registry (Vendor Self -Service) and bid
system (Periscope S2G, Supplier-to-Govemment). These are two different systems, and it is important that you register
for both.
Click to see acceptable certification and to register: htms://www.miamibeachfl.ciov/city-halVorocummenUhow-to-
become-a-vendor/.
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MIAMI BEACH
SECTION 0200 GENERAL CONDITIONS
FORMAL SOLICITATIONS TERMS & CONDITIONS - GOODS AND SERVICES. By virtue of submitting a proposal
in response to this solicitation, the Bidder 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:
httpsJtwww.miamibeachfl.cov/city-hall/procuremenUstandard-termsandconditionsl
Balance of Paw Intentionally Left Blank
MIAMI BEACH
SECTION 0300 PROPOSAL SUBMITTAL INSTRUCTIONS AND FORMAT
1. ELECTRONIC RESPONSES IONLYI. 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 Bidder 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 ensure 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 S213 (formerly BidSync) by contacting (800) 990-9339 (toll -free) or
S2GO.Deriscopeholdings.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 informationldocumentation or any additional information from the Bidder 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 Bidder 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 the 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 and Table of Contents
1.1 Cover Letter and Table of Contents. The cover letter must indicate the Bidder and Bidder's primary contact
for the purposes of this solicitation.
MIAMI BEACH
2.1
principals and personnel involved in the proposal. The organizational chart should include the scope of
responsibility for the prime proposer, its personnel, and any sub -contractor and its personnel.
2.2 Qualifications of Bidder. Submit detailed information regarding the relevant experience and proven track
record of the firm or its principals in providing a similar scope of services as identified in this solicitation, including
experience in providing a similar scope of services to public sector agencies. Submit at least three (3) client
references within the last five (5) years, exemplifying experience in providing economic development consultant
services. For each reference that the Bidder submits as evidence of similar experience for the firm 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 the name of the principal).
2.3 Similar Experience of Sul-consultant(s)/Sub-contraclor(s): Summarize projects in which the sub-
consultant(s)Isub-contractor(s) and/or its principals have provided services similar to those defined herein. For
each project, provide the following: 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 the name of the principal).
2.4 Evidence of Prior Working Experience: If sub-consultant(s)/sub-contractors) are included in the proposal,
submit evidence that the proposed team has successfully collaborated on prior projects. For each project,
submit the project description, agency name, agency contract, contact telephone & email, year(s), and term of
Submit detailed information on how Bidder has accomplished the required scope of services for current or past
clients, including detailed examples of services provided, which addresses Bidder's approach and methodology to
the following areas of work, including but not limited to:
• General economic development services
• Economic development strategic plans
• Benchmarking
• Competitive assessments
• Asset -based economic development
• Sustainable development
• Cost/financial modeling
• Real estate development fiscal analysis
• Cost -benefit analysis
• Data collection and assessment
• Leadership and organizational modeling
• Business development strategies
• Target industry analysis
• Marketing plans
• Prospect identification
• Economic development incentive plans
• Workforce trend analysis
• Economic forecast analysis
MIAMI BEACH
• Contract negotiations
• Project management competencies
• Event management and production services
• Strategic meeting management
• Hotel and Hospitality services
• Venue Management
• Workforce/Affordable Housing
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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 requiring
presentations. 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 City Manager
will utilize the results to take one of the following actions:
a. In the event that only one (1) responsive proposal is received, the City Manager, after a
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; or
b. The City Manager may recommend that the City Commission authorize negotiations or
award a contractto one (1) or more firms in accordance with Section 0100, Sub -section
12, or
c. The City Manager may Recommend that the City Commission short-list one (1) or more
firms for further consideration by the Evaluation Committee or
d. The City Manager may recommend to the City Commission that all firms, if more than
one (1) responsive submittal is received, be rejected.
2. PRESENTATIONS BY SHORT-LISTED FIRMS. If a short -listing of firms responding to this RFQ
is approved, the short-listed firms may be required to make presentations to and be interviewed by
the Evaluation Committee. In further considering the short-listed firths, the Evaluation Committee will
utilize the criteria set forth in Sub -section 4 below.
3. TECHNICAL ADVISORS. The City, at its discretion, may utilize technical or other advisers to
assist the evaluation committee or the City Manager in evaluating proposals.
4. EVALUATION CRITERIA. Responsive, responsible proposals will be evaluated in accordance
with the following criteria:
Experience and Qualifications of Prime Bidder (Tab 2) .r
Approach and Methodology (Tab 3) 11
TOTAL AVAILABLE POINTS for Qualitative Criteria 100
Quantitative Criteria Maximum Points
TOTAL AVAILABLE POINTS for Qualitative and 105
Quantitative Criteria
5. QUALITATIVE CRITERIA. The Evaluation Committee shall review responsive, responsible
proposals and assign points for the qualitative factors only. The Evaluation Committee shall not
consider quantitative factors (e.g., veteran's preference) in its review of proposals. The Evaluation
Committee shall act solely in an advisory capacity to the City Manager. The results of the Evaluation
Committee process do not constitute an award recommendation. The City Manager may utilize, but
is not bound by, the results of the Evaluation Committee process, as well as consider any feedback
or information provided by staff, consultants, or any other third party in developing an award
recommendation in accordance with Section 0100, Sub -section 12. In its review of proposals
received, the Evaluation Committee may review and score all proposals, with or without conducting
interview sessions, in accordance with the evaluation criteria.
6. QUANTITATIVE CRITERIA. Following the results of the evaluation of the qualitative criteria by
the Evaluation Committee, the Bidders may receive additional points, which will be added by City
staff. Veterans' Preference points will be assigned in accordance with Section 2-374 of the City Code.
7. DETERMINATION OF FINAL RANKING. The sum of the evaluation criteria points will be
converted to rankings in accordance with the example below:
It is important to note that the results of the proposal evaluation process in accordance with Section
0400 do not represent an award recommendation. The City Manager will utilize the results of the
proposal evaluation process and any other information she/he deems appropriate to develop an
award recommendation to the City Commission, which may differ from the results of the proposal
evaluation process and final rankings.
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APPENDIX A
MIAMI BEACH
Special Conditions
RFQ No. 2024-005-ND
ECONOMIC DEVELOPMENT
CONSULTANT SERVICES
PROCUREMENT DEPARTMENT
1755 Meridian Avenue, 3rd Floor
Miami Beach, Florida 33139
1. TERM OF CONTRACT. The term of the Agreement resulting from this RFQ shall be for an
initial lens of three (3) years.
2. OPTION TO RENEW. The City, through its City Manager, will have the option to extend for
one (1) two-year renewal tens or two (2) one-year renewal terms at the City Manager's sole
discretion. The successful contractor shall maintain, for the entirety of any renewal period,
the same cost, 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. ADDITIONAL TERMS OR CONDITIONS. This RFQ, including the attached Contract,
contains all the terms and conditions applicable to any service being provided to the City
resulting from award of Contract By virtue of submitting a proposal, Consultant agrees not
to require additional terms and conditions at the time services are requested, either through
a separate agreement, work order, letter of engagement, or purchase order.
4. CHANGE OF PROJECT MANAGER. A change in the ConsultanPs 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 a Deputy/Assistant City Manager). Replacement
(including reassignment) of an approved project manager shall not be made without
submitting a resume for the replacement and receiving prior written approval from the City
Manager or her/his designee (i.e., the City project manager).
5. SUB -CONSULTANTS. The Consultant shall not retain, add, or replace any sub -consultant
without the prior written approval of the City Manager in response to a written request from
the Consultant stating the reasons for any proposed substitution. Any approval of a sub -
consultant by the City Manager shall not in any way shift the responsibility for the quality and
acceptability by the City of the services performed by the sub -consultant from the Consultant
to the City. The quality of services and acceptability to the City of the services performed by
sub -consultants shall be the sole responsibility of the Consultant.
APPENDIX B
MIAMIBEACH
Sample Contract
RFQ No. 2024-005-ND
ECONOMIC DEVELOPMENT
CONSULTANT SERVICES
BY VIRTUE OF SUBMITTING A PROPOSAL, THE FIRM HEREBY TAKES NO EXCEPTIONS
TO THE TERM AND CONDITIONS NOTED IN THIS SAMPLE CONTRACT
PROCUREMENT DEPARTMENT
1755 Meridian Avenue, 3rd Floor
Miami Beach, Florida 33139
Contrsct No. XX-XXX-XX
PROFESSIONAL SERVICES AGREEMENT
BETWEEN
THE CITY OF MIAMI BEACH
AND
[FILL IN CONSULTANT NAME]
FOR
IXXXXXXXXXXXXXXXXI, PURSUANT TO
[FILL IN RFP, RFQ, OR ITB#]
This Professional Services Agreement ("Agreement") is entered into this ("Effective
Dale"), between the
CITY OF MIAMI BEACH, FLORIDA, a municipal corporation organized
and existing under the laws of the State of Florida, having its principal offices at 1700
Convention Center
Drive, Miami Beach, Florida, 33139 (the 'City"), and [FILL IN
CONSULTANT NAME], a [FILL IN TYPE OF ENTITY/I.E. CORPORATION, LLC, ETC.],
whose address is XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
("Consultant").
SECTION 1
DEFINITIONS
Agreement:
This Agreement between the City and Consultant, including any exhibits
and amendments thereto.
City Manager:
The chief administrative officer of the City.
City Manager's
Designee:
The City staff member who is designated by the City Manager to
administer this Agreement on behalf of the City. The City Manager's
designee shall be the Department Director.
Consultant:
For the purposes of this Agreement, Consultant shall be deemed to be an
independent contractor, and not an agent or employee of the City.
Services:
All services, work and actions by the Consultant performed or undertaken
pursuant to the Agreement.
Fee:
Amount paid to the Consultant as compensation for Services.
Proposal Documents:
Proposal Documents shall mean City of Miami Beach [FILL IN RFP,
RFQ, OR ITB] No. for
rX , together with all amendments thereto,
issued by the City in contemplation of this Agreement [FILL IN
CORRECT ABBREVIATION RFP, RFQ, OR ITB], and the Consultant's
proposal in response thereto ("Proposal"), all of which are hereby
incorporated and made a part hereof; provided, however, that in the event
of an express conflict between the Proposal Documents and this
Agreement, the following order of precedent shall prevail: this Agreement;
the [FILL IN RFP, RFQ, or ITB]; and the Proposal.
Contract No. XX-XXX-XX
Risk Manager: The Risk Manager of the City, with offices at 1700 Convention Center
Drive, Third Floor, Miami Beach, Florida 33139; telephone number (305)
673-7000, Ext. 26724; and fax number (305) 673-7529.
SECTION 2
SCOPE OF SERVICES
2.1 In consideration of the Fee to be paid to Consultant by the City, Consultant shall provide
the work and services described in Exhibit'A" hereto (the 'Services").
[NOTE: EXHIBIT "A" MUST INCLUDE DETAILED DESCRIPTION OF SERVICES]
Although Consultant may be provided with a schedule of the available hours to provide its
Services, the City shall not control nor have the right to control the hours of the Services
performed by the Consultant; where the Services are performed (although the City will provide
Consultant with the appropriate location to perform the Services); when the Services are
performed, including how many days a week the Services are performed; how the Services are
performed, or any other aspect of the actual manner and means of accomplishing the Services
provided. Notwithstanding the foregoing, all Services provided by the Consultant shall be
performed in accordance with the terms and conditions set forth in Exhibit "A" and to the
reasonable satisfaction of the City Manager. If there are any questions regarding the Services
to be performed, Consultant should contact the following person:
2.2 Consultant's Services, and any deliverables incident thereto, shall be completed in
accordance with the timeline and/or schedule in Exhibit [X hereto.
[NOTE: TIMELINE FOR DELIVERABLES CAN ALSO BE INCLUDED IN EXHIBIT "A" OR IN
SEPARATE EXHIBIT]
SECTION 3
TERM
The term of this Agreement ("Term") shall commence upon execution of this Agreement by all
parties hereto (the Effective Date set forth on p. 1 hereof), and shall have an initial term of
�1, with IXXX70(X)0()(Xl renewal options, to be exercised at the City
Managers sole option and discretion, by providing Consultant with written notice of same no
less than thirty (30) days prior to the expiration of the initial term.
Notwithstanding the Term provided herein, Consultant shall adhere to any specific timelines,
schedules, dates, and/or performance milestones for completion and delivery of the Services,
as same is/are set forth in the timeline and/or schedule referenced in Exhibit FXXXI hereto.
Contract No. XX-XXX-XX
SECTION 4
FEE
4.1 In consideration of the Services to be provided, Consultant shall be compensated on a
fixed fee basis, in the amount of S)OOIXXXXX , for a total annual amount not to exceed
$XXXXXXX .
4.2 [NOTE: INCLUDE AMOUNT FOR REIMBURSABLES, IF ANY].
4.3 [NOTE: INCLUDE HOW FEE IS TO BE PAID — I.E. X' PERCENTAGE UP FRONT;
"X" UPON DELIVERY; MONTHLY; LUMP SUM; ETC.].
4.4 INVOICING
Upon receipt of an acceptable and approved invoice, payment(s) shall be made within forty-five
(45) days for that portion (or those portions) of the Services satisfactorily rendered (and
referenced in the particular invoice).
Invoices shall include a detailed description of the Services (or portions thereof) provided, and
shall be submitted to the City at the following address:
Accounts Payable: PavablesComiamibeachfi.00v
SECTION 5
TERMINATION
5.1 TERMINATION FOR CAUSE
If the Consultant shall fail to fulfill in a timely manner, or otherwise violates, any of the
covenants, agreements, or stipulations material to this Agreement, the City, through its City
Manager, shall thereupon have the right to terminate this Agreement for cause. Prior to
exercising its option to terminate for cause, the City shall notify the Consultant of its violation of
the particular term(s) of this Agreement, and shall grant Consultant ten (10) days to cure such
default. If such default remains uncured after ten (10) days, the City may terminate this
Agreement without further notice to Consultant. Upon termination, the City shall be fully
discharged from any and all liabilities, duties, and terms arising out of, or by virtue of, this
Agreement.
Notwithstanding the above, the Consultant shall not be relieved of liability to the City for
damages sustained by the City by any breach of the Agreement by the Consultant. The City, at
its sole option and discretion, shall be entitled to bring any and all legal/equitable actions that it
deems to be in its best interest in order to enforce the City's rights and remedies against
Consultant. The City shall be entitled to recover all costs of such actions, including reasonable
attomeys' fees.
5.2 TERMINATION FOR CONVENIENCE OF THE CITY
Contract No.XX-XXX-XX
THE CITY MAY ALSO, THROUGH ITS CITY MANAGER, AND FOR ITS
CONVENIENCE AND WITHOUT CAUSE, TERMINATE THE AGREEMENT AT ANY
TIME DURING THE TERM BY GIVING WRITTEN NOTICE TO CONSULTANT OF
SUCH TERMINATION; WHICH SHALL BECOME EFFECTIVE WITHIN THIRTY (30)
DAYS FOLLOWING RECEIPT BY THE CONSULTANT OF SUCH NOTICE.
ADDITIONALLY, IN THE EVENT OF A PUBLIC HEALTH, WELFARE OR SAFETY
CONCERN, AS DETERMINED BY THE CITY MANAGER, IN THE CITY MANAGER'S
SOLE DISCRETION, THE CITY MANAGER, PURSUANT TO A VERBAL OR
WRITTEN NOTIFICATION TO CONSULTANT, MAY IMMEDIATELY SUSPEND THE
SERVICES UNDER THIS AGREEMENT FOR A TIME CERTAIN, OR IN THE
ALTERNATIVE, TERMINATE THIS AGREEMENT ON A GIVEN DATE. IF THE
AGREEMENT IS TERMINATED FOR CONVENIENCE BY THE CITY, CONSULTANT
SHALL BE PAID FOR ANY SERVICES SATISFACTORILY PERFORMED UP TO THE
DATE OF TERMINATION; FOLLOWING WHICH THE CITY SHALL BE DISCHARGED
FROM ANY AND ALL LIABILITIES, DUTIES, AND TERMS ARISING OUT OF, OR BY
VIRTUE OF, THIS AGREEMENT.
5.3 TERMINATION FOR INSOLVENCY
The City also reserves the right to terminate the Agreement in the event the Consultant is
placed either in voluntary or involuntary bankruptcy or makes an assignment for the benefit of
creditors. In such event, the right and obligations for the parties shall be the same as provided
for in Section 5.2.
SECTION 6
INDEMNIFICATION AND INSURANCE REQUIREMENTS
6.1 INDEMNIFICATION
Consultant agrees to indemnify, defend and hold harmless the City of Miami Beach and its
officers, employees, agents, and contractors, from and against any and all actions (whether at
law or in equity), claims, liabilities, losses, and expenses, including, but not limited to, attorneys'
fees and costs, for personal, economic or bodily injury, wrongful death, loss of or damage to
property, which may arise or be alleged to have arisen from the negligent acts, errors,
omissions or other wrongful conduct of the Consultant, its officers, employees, agents,
contractors, or any other person or entity acting under Consultant's control or supervision, in
connection with, related to, or as a result of the Consultant's performance of the Services
pursuant to this Agreement. To that extent, the Consultant shall pay all such claims and losses
and shall pay all such costs and judgments which may issue from any lawsuit arising from such
claims and losses, and shall pay all costs and attorneys' fees expended by the City in the
defense of such claims and losses, including appeals. The Consultant expressly understands
and agrees that any insurance protection required by this Agreement or otherwise provided by
the Consultant shall in no way limit the Consultant's responsibility to indemnify, keep and save
harmless and defend the City or its officers, employees, agents and instrumentalities as herein
provided.
The parties agree that one percent (1%) of the total compensation to Consultant for
performance of the Services under this Agreement is the specific consideration from the City to
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Contract No. XX-XXX-XX
the Consultant for the Consultant's indemnity agreement. The provisions of this Section 6.1 and
of this indemnification shall survive termination or expiration of this Agreement.
6.2 INSURANCE REQUIREMENTS [NOTE: INSURANCE TYPES AND LIMITS BELOW
SHOULD ALWAYS BE SAME AS WHAT WAS SPECIFIED IN BID DOCUMENTS]
6.3 The Consultant shall maintain the below required insurance in effect prior to awarding
the agreement and 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 breach of the contract, which could result in withholding of payments or
termination of the Agreement.
A. General Liability, in the amount of $1,000,000 combined single limit, for bodily injury and
property damage. The City of Miami Beach must be endorsed as an Additional Insured as their
interest may appear.
B. Consultant Professional Liability, in the amount of $1,000,000; and
C. Workers Compensation & Employers Liability, as required pursuant to Chapter 440, Florida
Statutes. A waiver of subrogation endorsement must be provided.
6.4 Additional Insured — City of Miami Beach must be included by endorsement as an
additional insured with respect to all liability policies (except Professional Liability and Workers'
Compensation) arising out of work or operations performed on behalf of the Consultant
including materials, parts, or equipment furnished in connection with such work or operations
and automobiles owned, leased, hired or borrowed in the form of an endorsement to the
Consultant's insurance.
6.5 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 clo EXIGIS
Insurance Compliance Services.
6.6 Waiver of Subrogation — Consultant agrees to obtain any endorsement that may be
necessary to affect the waiver of subrogation on the coverages required. However, this
provision applies regardless of whether the City has received a waiver of subrogation
endorsement from the insurer.
6.7 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). Carders may also be considered if they are licensed
and authorized to do insurance business in the State of Florida.
6.8 Verification of Coverage — Consultant shall furnish the City with original certificates and
amendatory endorsements, or copies of the applicable insurance language, effecting coverage
required by this contract. All certificates and endorsements are to be received and approved by
the City before work commences. However, failure to obtain the required documents prior to
the work beginning shall not waive the Consultant's obligation to provide them. The City
reserves the right to require complete, certified copies of all required insurance policies,
including endorsements, required by these specifications, at any time.
Contract No. XX-XXX-XX
CERTIFICATE HOLDER ON ALL COI MUST READ:
CITY OF MIAMI BEACH
Go EXIGIS Insurance Compliance Services
P.O. Box 947
Murrieta, CA 92564
Kindly submit all certificates of insurance, endorsements, exemption letters to our servicing
agent, EXIGIS, at:
Certiticates-miamibeach Cclriskworks.com
6.9 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.
SECTION 7
LITIGATION JURISDICTIONIVENUEMURY TRIAL WAIVER
This Agreement shall be construed in accordance with the laws of the State of Florida. This
Agreement shall be enforceable in Miami -Dade County, Florida, and if legal action is necessary
by either party with respect to the enforcement of any or all of the terms or conditions herein,
exclusive venue for the enforcement of same shall lie in Miami -Dade County, Florida. By
entering into this Agreement, Consultant and the City expressly waive any rights either party
may have to a trial by jury of any civil litigation related to or arising out of this Agreement.
SECTION 8
LIMITATION OF CITY'S LIABILITY
The City desires to enter into this Agreement only if in so doing the City can place a limit on the
City's liability for any cause of action, for money damages due to an alleged breach by the City
of this Agreement, so that its liability for any such breach never exceeds the sum of $10,000.
Consultant hereby expresses its willingness to enter into this Agreement with Consultant's
recovery from the City for any damage action for breach of contract to be limited to a maximum
amount of $10,000.
Accordingly, and notwithstanding any other term or condition of this Agreement, Consultant
hereby agrees that the City shall not be liable to the Consultant for damages in an amount in
excess of $10,000 for any action or claim for breach of contract arising out of the performance
or non-performance of any obligations imposed upon the City by this Agreement.
Nothing contained in this section or elsewhere in this Agreement is in any way intended to be a
waiver of the limitation placed upon the City's liability, as set forth in Section 768.28, Florida
Statutes.
Contract No. XX-XXX-XX
SECTION 9
DUTY OF CAREICOMPLIANCE WITH APPLICABLE LAWS/PATENT RIGHTS: COPYRIGHT
AND CONFIDENTIAL FINDINGS
9.1 DUTY OF CARE
With respect to the performance of the Services contemplated herein, Consultant shall exercise
that degree of skill, care, efficiency and diligence normally exercised by reasonable persons
and/or recognized professionals with respect to the performance of comparable work and/or
services.
9.2 COMPLIANCE WITH APPLICABLE LAWS
In its performance of the Services, Consultant shall comply with all applicable laws, ordinances,
and regulations of the City, Miami -Dade County, the Slate of Florida, and the federal
government, as applicable.
9.3 PATENT RIGHTS: COPYRIGHT: CONFIDENTIAL FINDINGS
Any work product arising out of this Agreement, as well as all information specifications,
processes, data and findings, are intended to be the property of the City and shall not otherwise
be made public and/or disseminated by Consultant, without the prior written consent of the City
Manager, excepting any information, records etc. which are required to be disclosed pursuant to
Court Order and/or Florida Public Records Law.
All reports, documents, articles, devices, and/or work produced in whole or in part under this
Agreement are intended to be the sole and exclusive property of the City, and shall not be
subject to any application for copyright or patent by or on behalf of the Consultant or its
employees or sub -consultants, without the prior written consent of the City Manager.
SECTION 10
GENERAL PROVISIONS
10.1 AUDIT AND INSPECTIONS
Upon reasonable verbal or written notice to Consultant, and at any time during normal
business hours (i.e. 9AM — 5PM, Monday through Fridays, excluding nationally recognized
holidays), and as often as the City Manager may, in his/her reasonable discretion and
judgment, deem necessary, there shall be made available to the City Manager, and/or such
representatives as the City Manager may deem to act on the City's behalf, to audit, examine,
and/ or inspect, any and all other documents and/or records relating to all matters covered by
this Agreement. Consultant shall maintain any and all such records at its place of business at
the address set forth in the "Notices" section of this Agreement.
10.2 INSPECTOR GENERAL AUDIT RIGHTS
Contract No. XX.XXX.XX
(A) Pursuant to Section 2-256 of the Code of the City of Miami Beach, the City has
established the Office of the Inspector General which may, on a random basis, perform
reviews, audits, inspections and investigations on all City contracts, throughout the
duration of said contracts. This random audit is separate and distinct from any other
audit performed by or on behalf of the City.
(B) The Office of the Inspector General is authorized to investigate City affairs and
empowered to review past, present and proposed City programs, accounts, records,
contracts and transactions. In addition, the Inspector General has the power to
subpoena witnesses, administer oaths, require the production of witnesses and monitor
City projects and programs. Monitoring of an existing City project or program may
include a report concerning whether the project is on time, within budget and in
conformance with the contract documents and applicable law. The Inspector General
shall have the power to audit, investigate, monitor, oversee, inspect and review
operations, activities, performance and procurement process including but not limited to
project design, bid specifications, (bid/proposal) submittals, activities of the Consultant,
its officers, agents and employees, lobbyists, City staff and elected officials to ensure
compliance with the contract documents and to detect fraud and corruption. Pursuant to
Section 2-378 of the City Code, the City is allocating a percentage of its overall annual
contract expenditures to fund the activities and operations of the Office of Inspector
General.
(C) Upon ten (10) days written notice to the Consultant, the Consultant shall make all
requested records and documents available to the Inspector General for inspection and
copying. The Inspector General is empowered to retain the services of independent
private sector auditors to audit, investigate, monitor, oversee, inspect and review
operations activities, performance and procurement process including but not limited to
project design, bid specifications, (bid/proposal) submittals, activities of the Consultant
Its officers, agents and employees, lobbyists, City staff and elected officials to ensure
compliance with the contract documents and to detect fraud and corruption.
(D) The Inspector General shall have the right to inspect and copy all documents and
records in the Consultant's possession, custody or control which in the Inspector
General's sole judgment, pertain to performance of the contract, including, but not limited
to original estimate files, change order estimate files, worksheets, proposals and
agreements from and with successful subcontractors and suppliers, all project -related
correspondence, memoranda, instructions, financial documents, construction
documents, (bid/proposal) and contract documents, back -change documents, all
documents and records which involve cash, trade or volume discounts, insurance
proceeds, rebates, or dividends received, payroll and personnel records and supporting
documentation for the aforesaid documents and records.
(E) The Consultant shall make available at its office at all reasonable times the records,
materials, and other evidence regarding the acquisition (bid preparation) and
Contract No. XX-XXX-XX
performance of this Agreement, for examination, audit, or reproduction, until three (3)
years after final payment under this Agreement or for any longer period required by
statute or by other clauses of this Agreement. In addition:
i. If this Agreement is completely or partially terminated, the Consultant shall make
available records relating to the work terminated until three (3) years after any
resulting final termination settlement; and
ii. The Consultant shall make available records relating to appeals or to litigation or
the settlement of claims arising under or relating to this Agreement until such
appeals, litigation, or claims are finally resolved.
(F) The provisions in this section shall apply to the Consultant, its officers, agents,
employees, subcontractors and suppliers. The Consultant shall incorporate the
provisions in this section in all subcontracts and all other agreements executed by the
Consultant in connection with the performance of this Agreement.
(G) Nothing in this section shall impair any independent right to the City to conduct audits or
investigative activities. The provisions of this section are neither intended nor shall they
be construed to impose any liability on the City by the Consultant or third parties.
10.3 ASSIGNMENT TRANSFER OR SUBCONSULTING
Consultant shall not subcontract, assign, or transfer all or any portion of any work and/or
service under this Agreement without the prior written consent of the City Manager, which
consent, if given at all, shall be in the Manager's sole judgment and discretion. Neither this
Agreement, nor any term or provision hereof, or right hereunder, shall be assignable unless as
approved pursuant to this section, and any attempt to make such assignment (unless
approved) shall be void.
10.4 PUBLIC ENTITY CRIMES
Prior to commencement of the Services, the Consultant shall file a State of Florida Form PUR
7068, Sworn Statement under Section 287.133(3)(a) Florida Statute on Public Entity Crimes
with the City's Procurement Division.
10.5 NO DISCRIMINATION
In connection with the performance of the Services, the Consultant shall not exclude from
participation in, deny the benefits of, or subject to discrimination anyone on the grounds of
race, color, national origin, sex, age, disability, religion, income or family status.
Additionally, Consultant shall comply fully with the City of Miami Beach Human Rights
Ordinance, codified in Chapter 62 of the City Code, as may be amended from time to time,
prohibiting discrimination in employment, housing, public accommodations, and public
services on account of actual or perceived race, color, national origin, religion, sex,
intersexuality, gender identity, sexual orientation, marital and familial status, age, disability,
ancestry, height, weight, domestic partner status, labor organization membership, familial
situation, or political affiliation.
Contract No. XX-XXX-XX
10.6 CONFLICT OF INTEREST
Consultant herein agrees to adhere to and be governed by all applicable Miami -Dade County
Conflict of Interest Ordinances and Ethics provisions, as set forth in the Miami -Dade County
Code, as may be amended from time to time; and by the City of Miami Beach Charter and
Code, as may be amended from time to time; both of which are incorporated by reference as if
fully set forth herein.
Consultant covenants that it presently has no interest and shall not acquire any interest,
directly or indirectly, which could conflict in any manner or degree with the performance of the
Services. Consultant further covenants that in the performance of this Agreement, Consultant
shall not employ any person having any such interest. No member of or delegate to the
Congress of the United States shall be admitted to any share or part of this Agreement or to
any benefits arising therefrom.
10.7 CONSULTANT'S COMPLIANCE WITH FLORIDA PUBLIC RECORDS LAW
(A) Consultant shall comply with Florida Public Records law under Chapter 119, Florida
Statutes, as may be amended from time to time.
(B) The term "public records' shall have the meaning set forth in Section 119.011(12), which
means all documents, papers, letters, maps, books, tapes, photographs, films, sound
recordings, data processing software, or other material, regardless of the physical form,
characteristics, or means of transmission, made or received pursuant to law or
ordinance or in connection with the transaction of official business of the City.
(C) Pursuant to Section 119.0701 of the Florida Statutes, if the Consultant meets the
definition of "Contractor" as defined in Section 119.0701(t)(a), the Consultant shall:
(1) Keep and maintain public records required by the City to perform the service;
(2) Upon request from the City's custodian of public records, provide the City with a
copy of the requested records or allow the records to be inspected or copied
within a reasonable time at a cost that does not exceed the cost provided in
Chapter 119, Florida Statutes or as otherwise provided by law;
(3) Ensure that public records that are exempt or confidential and exempt from
public records disclosure requirements are not disclosed, except as authorized
by law, for the duration of the contract term and following completion of the
Agreement if the Consultant does not transfer the records to the City;
(4) Upon completion of the Agreement, transfer, at no cost to the City, all public
records in possession of the Consultant or keep and maintain public records
required by the City to perform the service. If the Consultant transfers all public
records to the City upon completion of the Agreement, the Consultant shall
destroy any duplicate public records that are exempt or confidential and exempt
from public records disclosure requirements. If the Consultant keeps and
maintains public records upon completion of the Agreement, the Consultant shall
meet all applicable requirements for retaining public records. All records stored
electronically must be provided to the City, upon request from the City's
custodian of public records, in a format that is compatible with the information
technology systems of the City.
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Contract No. XX-XXX-XX
(D) REQUEST FOR RECORDS; NONCOMPLIANCE.
(1) A request to inspect or copy public records relating to the City's contract for
services must be made directly to the City. If the City does not possess the
requested records, the City shall immediately notify the Consultant of the
request, and the Consultant must provide the records to the City or allow the
records to be inspected or copied within a reasonable time.
(2) Consultant's failure to comply with the City's request for records shall constitute a
breach of this Agreement, and the City, at its sole discretion, may: (1) unilaterally
terminate the Agreement; (2) avail itself of the remedies set forth under the
Agreement; and/or (3) avail itself of any available remedies at law or in equity.
(3) A Consultant who fails to provide the public records to the City within a
reasonable time may be subject to penalties under s. 119.10.
(E) CIVILACTION.
(1) If a civil action is filed against a Consultant to compel production of public records
relating to the City's contract for services, the court shall assess and award
against the Consultant the reasonable costs of enforcement, including
reasonable attorneys' fees, if:
a. The court determines that the Consultant unlawfully refused to comply with
the public records request within a reasonable time; and
b. Al least 8 business days before filing the action, the plaintiff provided written
notice of the public records request, including a statement that the
Consultant has not complied with the request, to the City and to the
Consultant.
(2) A notice complies with subparagraph (1)(b) if It is sent to the City's custodian of
public records and to the Consultant at the Consultant's address listed on its
contract with the City or to the Consultant's registered agent. Such notices must
be sent by common carrier delivery service or by registered, Global Express
Guaranteed, or certified mail, with postage or shipping paid by the sender and
with evidence of delivery, which may be in an electronic format.
(3) A Consultant who complies with a public records request within 8 business days
after the notice is sent is not liable for the reasonable costs of enforcement.
(F) IF THE CONSULTANT HAS QUESTIONS REGARDING THE
APPLICATION OF CHAPTER 119, FLORIDA STATUTES, TO THE
CONSULTANT'S DUTY TO PROVIDE PUBLIC RECORDS
RELATING TO THIS AGREEMENT, CONTACT THE CUSTODIAN
OF PUBLIC RECORDS AT:
CITY OF MIAMI BEACH
ATTENTION: RAFAEL E. GRANADO, CITY CLERK
1700 CONVENTION CENTER DRIVE
MIAMI BEACH, FLORIDA 33139
E-MAIL: RAFAELGRANADO(dMIAMIBEACHFL.GOV
:2. N] � I: Will.�*19MFL U
10.8 FORCE MAJEURE
11
Contract No. XX-XXX-XX
(A) A "Force Majeure" event is an event that (i) in fact causes a delay in the performance of
the Consultant or the City's obligations under the Agreement, and (it) is beyond the
reasonable control of such party unable to perform the obligation, and (III) is not due to
an intentional act, error, omission, or negligence of such party, and (iv) could not have
reasonably been foreseen and prepared for by such party at any time prior to the
occurrence of the event. Subject to the foregoing criteria, Force Majeure may include
events such as war, civil insurrection, riot, fires, epidemics, pandemics, terrorism,
sabotage, explosions, embargo restrictions, quarantine restrictions, transportation
accidents, strikes, strong hurricanes or tornadoes, earthquakes, or other acts of God
which prevent performance. Force Majeure shall not include technological impossibility,
inclement weather, or failure to secure any of the required permits pursuant to the
Agreement.
(B) If the City or Consultant's performance of its contractual obligations is prevented or
delayed by an event believed by to be Force Majeure, such party shall immediately,
upon learning of the occurrence of the event or of the commencement of any such delay,
but in any case within fifteen (15) business days thereof, provide notice: (i) of the
occurrence of event of Force Majeure, (ii) of the nature of the event and the cause
thereof, (III) of the anticipated impact on the Agreement, (iv) of the anticipated period of
the delay, and (v) of what course of action such party plans to take in order to mitigate
the detrimental effects of the event The timely delivery of the notice of the occurrence of
a Force Majeure event is a condition precedent to allowance of any relief pursuant to this
section; however, receipt of such notice shall not constitute acceptance that the event
claimed to be a Force Majeure event is in fact Force Majeure, and the burden of proof of
the occurrence of a Force Majeure event shall be on the requesting party.
(C) No party hereto shall be liable for its failure to carry out its obligations under the
Agreement during a period when such party is rendered unable, in whole or in part, by
Force Majeure to carry out such obligations. The suspension of any of the obligations
under this Agreement due to a Force Majeure event shall be of no greater scope and no
longer duration than is required. The party shall use its reasonable best efforts to
continue to perform its obligations hereunder to the extent such obligations are not
affected or are only partially affected by the Force Majeure event, and to correct or cure
the event or condition excusing performance and otherwise to remedy its inability to
perform to the extent its inability to perform is the direct result of the Force Majeure
event with all reasonable dispatch.
(D) Obligations pursuant to the Agreement that arose before the occurrence of a Force
Majeure event, causing the suspension of performance, shall not be excused as a result
of such occurrence unless such occurrence makes such performance not reasonably
possible. The obligation to pay money in a timely manner for obligations and liabilities
which matured prior to the occurrence of a Force Majeure event shall not be subject to
the Force Majeure provisions.
(E) Notwithstanding any other provision to the contrary herein, in the event of a Force
Majeure occurrence, the City may, at the sole discretion of the City Manager, suspend
the City's payment obligations under the Agreement, and may take such action without
regard to the notice requirements herein. Additionally, in the event that an event of
Force Majeure delays a party's performance under the Agreement for a time period
12
Convect No. XX-XXX-XX
greater than thirty (30) days, the City may, at the sole discretion of the City Manager,
terminate the Agreement on a given date, by giving written notice to Consultant of such
termination. if the Agreement is terminated pursuant to this section, Consultant shall be
paid for any Services satisfactorily performed up to the date of termination; following
which the City shall be discharged from any and all liabilities, duties, and terms arising
out of, or by virtue of, this Agreement. In no event will any condition of Force Majeure
extend this Agreement beyond its stated term.
10.9 E-VERIFY
(A) Consultant shall comply with Section 448.095, Florida Statutes, "Employment Eligibility"
("E-Verify Statute"), as may be amended from time to time. Pursuant to the E-Verify
Statute, commencing on January 1, 2021, Consultant shall register with and use the E-
Verify system to verify the work authorization status of all newly hired employees during
the Tenn of the Agreement. Additionally, Consultant shall expressly require any
subconsultant performing work or providing services pursuant to the Agreement to
likewise utilize the U.S. Department of Homeland Security's E-Verify system to verify the
employment eligibility of all new employees hired by the subconsultant during the
contract Term. If Consultant enters into a contract with an approved subconsultant, the
subconsultant must provide the Consultant with an affidavit stating that the
subconsultant does not employ, contract with, or subcontract with an unauthorized
alien. Consultant shall maintain a copy of such affidavit for the duration of the
Agreement or such other extended period as may be required under this Agreement.
(B) TERMINATION RIGHTS.
(1) If the City has a good faith belief that Consultant has knowingly violated Section
448.09(1), Florida Statutes, the City shall terminate this Agreement with
Consultant for cause, and the City shall thereafter have or owe no further
obligation or liability to Consultant.
(2) If the City has a good faith belief that a subconsultant has knowingly violated the
foregoing Subsection 10.9(A), but the Consultant otherwise complied with such
subsection, the City will promptly notify the Consultant and order the Consultant
to immediately terminate the Agreement with the subconsultant. Consultant's
failure to terminate a subconsutant shall be an event of default under this
Agreement, entitling City to terminate the Consultant's contract for cause.
(3) A contract terminated under the foregoing Subsection (13)(1) or (13)(2) is not in
breach of contract and may not be considered as such.
(4) The City or Consultant or a subconsultant may file an action with the Circuit or
County Court to challenge a termination under the foregoing Subsection (B)(1) or
(B)(2) no later than 20 calendar days after the date on which the contract was
terminated.
(5) If the City terminates the Agreement with Consultant under the foregoing
Subsection (B)(1), Consultant may not be awarded a public contract for at least 1
year after the date of termination of this Agreement.
(6) Consultant is liable for any additional costs incurred by the City as a result of the
termination of this Agreement under this Section 10.9.
SECTION 11
NOTICES
13
Contract No. XX-XXX-XX
Until changed by notice, in writing, all such notices and communications shall be addressed as
follows:
TO CONSULTANT: [FILL IN]
TO CITY: [FILL IN]
All notices mailed electronically to either party shall be deemed to be sufficiently transmitted.
SECTION 12
12.1 CHANGES AND ADDITIONS
This Agreement cannot be modified or amended without the express written consent of the
parties. No modification, amendment, or alteration of the terms or conditions contained herein
shall be effective unless contained in a written document executed with the same formality and
of equal dignity herewith.
12.2 SEVERABILITY
If any term or provision of this Agreement is held invalid or unenforceable, the remainder of this
Agreement shall not be affected and every other term and provision of this Agreement shall be
valid and be enforced to the fullest extent permitted by law.
12.3 WAIVER OF BREACH
A parry's failure to enforce any provision of this Agreement shall not be deemed a waiver of
such provision or modification of this Agreement. A parry's waiver of any breach of a provision
of this Agreement shall not be deemed a waiver of any subsequent breach and shall not be
construed to be a modification of the terms of this Agreement.
12.4 JOINT PREPARATION
The parties hereto acknowledge that they have sought and received whatever competent advice
and counsel as was necessary for them to form a full and complete understanding of all rights
and obligations herein and that the preparation of this Agreement has been a joint effort of the
parties, the language has been agreed to by parties to express their mutual intent and the
resulting document shall not, solely as a matter of judicial construction, be construed more
severely against one of the parties than the other.
12.5 ENTIRETY OF AGREEMENT
The City and Consultant agree that this is the entire agreement between the parties. This
Agreement supersedes all prior negotiations, correspondence, conversations, agreements or
understandings applicable to the matters contained herein, and there are no commitments,
agreements or understandings concerning the subject matter of this Agreement that are not
14
Contract No. XX-XXX-XX
contained in this document. Title and paragraph headings are for convenient reference and are
not intended to confer any rights or obligations upon the parties to this Agreement.
[REMAINDER OF THIS PAGE LEFT INTENTIONALLY BLANK]
lip
Contract No. XX-7DIX-XX
IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed
by their appropriate officials, as of the date first entered above.
FOR CITY: CITY OF MIAMI BEACH, FLORIDA
ATTEST:
By:
Rafael E. Granado, City Clerk Alin T. Hudak, City Manager
Date:
X t
FOR CONSULTANT:
By:
Print Name and Title
Date:
16
Contract No. XX-XXX-XX
EXHIBIT A SCOPE OF SERVICES
17
APPENDIX C
NAIAMIBEACH
Insurance Requirements
RFQ No. 2024-005-ND
ECONOMIC DEVELOPMENT
CONSULTANT SERVICES
PROCUREMENT DEPARTMENT
1755 Meridian Avenue, 31n Floor
Miami Beach, Florida 33139
INSURANCE RE0IUIREMENTS
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 matenal 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 performance of the Contract. The exempt
contractorshall also submit (i) a written statement detailing the number of employees
and that they are not required to tarty Workers' Compensation insurance and do not
anticipate hiring any additional employees during the term of this contract or (ii) 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 Consultants
profession, with limit no less than $1,000,000.
Additional Insured - The 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, pans, or
equipment furnished in connection with such work or operations and automobiles owned, leased,
hired or borrowed in the forth of an endorsement to the contractors insurance.
Notice of Cancellation - Each insurance policy required above shall provide that coverage shall not
be canceled, except with notice to the City of Miami Beach Go EXIGIS Insurance Compliance
Services.
Waiver of Subrogation —The 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 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 — The 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
clo EXIGIS Insurance Compliance Services
P.O. Box 4668 — ECM #35050
New York, NY 10163-4668
Kindly submit all certificates of insurance, endorsements, and exemption letters to our servicing
agent, EXIGIS, at:
Certificates-miamibeach(cb. iskworks.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.
Balance of Pane Intentionally Left Blank
ATTACHMENT
SUNBIZ & PROPOSAL RESPONSE TO RFO
Drvis�ox or Concortanorvs
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Detail by Document Number
Florida Limited Liability Company
GOMAN YORK PROPERTY ADVISERS LLC
EI089 Information
Document Number
L24000488327
FEI/EIN Number
NONE
Date Filed
11/19/2024
Effective Date
01/012025
State
FL
Status
ACTIVE
55 HARTLAND STREET
SUITE 400
EAST HARTFORD, CT 06108
Mailing Address
1809 LAKESHORE DRIVE
EUSTIS, FL 32726
MillsteredAgent Name &Adds
GOMAN, ROBERT M
1809 LAKESHORE DRIVE
EUSTIS, FL 32726
Authorized Person a' Detail
Name & Address
Title MGR
GOMAN, ROBERT M
1809 LAKESHORE DRIVE
EUSTIS, FL 32726 UN
Tide AR
GOMAN, JANET M
1809 LAKESHORE DRIVE
EUSTIS, FL 32726 UN
Title MGR
VORK, THOMAS D
59 NORTH FARMS ROAD
AVON, CT 06001
Annual Re nods
No Annual Reports Filed
Documentl am
1111W2044— Floraa omeee Liamllm New imepe InP Ffw t
BID SUBMITTAL QUESTIONNAIRE
:ATION F.
emitted fully .;. and submtlted.
SOliciIADOR NO: SamitiNNS :
BID NUMBER I PROJECT TITLE
BIDDERSNAPE Bran Yah PmpNyA SI-A LLC
NO. OF YEARS IN BUSINESS: 13
NO. OF YEWS IN BUSINESS LOCALLY I] NO. OF EM0.ONEES: 13
OTHER NAMES) BIDDER HAS OPERATED UNDER IN THE LAST IB YEARS: OmvmYwM
GOER YRIMMYADORESS LHFAWU/.RTERSL: 11 F—Ii—PMq SI IS.
LITI: ESM NMI.
STATE: CT BPCODE: REIN
TELEPHONE NO: NplpriEW
TOLLFREENO.: M
FBA NO.: AS
BIDDER LIX:ALADDRE%:111 Pp,nMN PIm
CITY: EM NA.
STATE ZIIPCODEoelw
PBM9RYAODOUNT REPRESENTATNE FOR THIS ENGYEMENT R MMNSAI GNOWN
ACCOUNTREPTELEPHONE NO: MUI=i
ACCOUNT REP TOLL FREE NET no
ACCOUNT REP ENAL: mpl,n•,Iepwlunywlvwm
FEOEESLTA%IDENTIFICARON NO V. W
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) tt 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 t) that all
responses, data and information contained in the bid submittal are true and accurate.
The individual named below affirms that athe: is a principal of the applicant duly authorized to execute
this questionnaire, and that the contents of mid 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:
Denise L. Robidoux, EVPICOO Denise L. Robidoux
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 Confirrn
Receipt
Enter Initial
to Confirm
Receipt
I I
Enter Initial to
Confirm
Receipt
Addendum 1
Addendum 8
Addendum 11
Addendum 2
Atltlentlum 7
Adtlentlum 12
Addendum 3
1
1 Addendum 8
1
1 Addendum 13
Addendum 4
1
1 Addendum 9
1
1 Addendum 14
Addendum 5
1
1 Addendum 10
1
1 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.
FIRST AND LAST NAME
RELATIONSHIP
1
Na
2
3
4
5
6
SECTION 4 - FINANCIAL CAPACITY
of reamgsf,_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,/Isupplimportal.dnb.com/web pptwcs/stores/serviet/Suppl ierPortal?
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.
SECTION 5 - REFERENCES AND PAST PERFORMANCE
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: Commonwealth of Massachusetts
Contact Individual Name and Tite: Elizabeth (Emmy) Hahn,Progrem Coordinator,
Massachusetts Downtown Initiative
Address: 100 Cambridge Street, Suite 300 Boston, MA 02114
Telephone:(617)573-1364
Contact's Email: Elizabeth.Hahn@mass.gov
Narrative on Scope of Services Provided, Project Budget, and Project Dates:
Mass State Long Range Recovery Program - Covid Recovery Planning for Downtowns
and Business Districts - Plan Facilitator for Quincy, Malden, Woburn & Shrewsbury;
Subject Matter Expert for 26 communities; presenter of 2 state-wide program webinars;
and the State-wide Marketing Manual for Downtown Recovery
$335,000
2021
Reference No.2
Firm Name: Capital Region Development Authority (CRDA)
Contact Individual Name and Title: Mike Freimuth, Executive Director
Address: 100 Columbus Boulevard, Suite 500 Hartford, CT 06103-2819
Telephone:(860)493-2903
Contact's Email: mfreimuth@crdact.net
Narrative on Scope of Services Provided, Project Budget, and Project Dates:
Regional Distribution Market - Assessment and Advisory Plan - 2019 $25,000
Hartford, CT Office Market Overview - 2020 - $25,000
Reference No.3
Firm Name: Town of Bloomfield, CT
Contact Individual Name and Title: Alvin D. Schwapp, Jr., Town Manager
Address: 800 Bloomfield Avenue Bloomfield, CT 06002
Telephone: (860) 769-3501
Contact's Email: aswchwapp@BloomfieldCT.gov
Narrative on Scope of Services Provided, Project Budget, and Project Dates:
On -Call Economic Development - 2011-present
$118,000 - 2023-2024 yearly fee for service
TownCenter Redevelopment Plan - 2024-2025
$225,000
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?
p= YES M0 NO
If answer to above is 'YES," bidder shall submit a statement detailing the reasons that
led to action(s):
SECTION 7 - SMALL AND DISADVANTAGED BUSINESS
CERTIFICATION
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 p0 NO
SECTION 8 - LGBT BUSINESS ENTERPRISE CERTIFICATION
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 Ent e rise Certificetion b the NGLCC?
YES NO
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 subreclpients 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:
Denise L. Robidoux, EVPICOO Denise L. Robidoux
SECTION 10 - SUSPENSION 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. pl. 100, 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.
(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. pl. 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:
Denise L. Robidoux, EVP/COO Denise L. Robidoux
SECTION 11 — CONE OF SILENCE
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 taps://Iibrarymunicodecom/fl/miami beach/codes/code of ordinances?
nodeld=SPAGEOR CH2AD ARTVIISTCO DIV4P S2-486COSI
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 Diamibeachfl ggy .
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 BUSINESS ETHICS
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 h►tp'//www.miamibeachfl.g v i
bgNprocuremenVprocurement-related-ordinance-and- procedure
s/
Bidder will submit firm's Code of Business Ethics within three (3) days of request by
the City?
p0 YES = NO
Bidder adopts the City of Miami Beach Code of Business Ethics?
YES = NO
SECTION 13 — LOBBYIST REGISTRATION & CAMPAIGN
CONTRIBUTION 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
(btips:/Ilibrar)&municode com/8/miami beach/codes/coded ordinances?
nodeld=SPAGEOR CH2AD ARTVIISTCO ID V3LO)
• Campaign Contribution Requirements sections 2-487 and 2-488 of City Code
(hUi)s,/Aibrary,municode.com/ft/miamI beach/codes/code of ordinances?
nodeld=SPAGEOR CH2AD ARTVIISTCO DIV5CAFIRE)
By virtue of submitting bid, bidder certifies or affirms that they have read and
understand the above Lobbyist Registration & Campaign Contribution Requirements.
SECTION 14 — NON-DISCRIMINATION
The Non -Discrimination ordinance is available at:
Jltps:/Aibrary munioode com/g/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 CHANCE REQUIREMENT
The Fair Chance Ordinance No. 2016-4012 is available at:
://library m,micode. m/8/miami beach/codestcode 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:
bUps://www.fisenate.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, hu :/Aibrarymunicodecomf/miami beach/codes/code of ordinances?
nodeld=SPAGEOR CH2AD ARTVIPR DIV3COPR S2-
374PRPRPRVECOGOCOSE 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.
Is the bidder a service -disabled veteran business enterprise certified by the State of Florida?
Q= YES r1I NO
Is the bidder a service -disabled veteran business enterprise certified by the United States
Federal GovemmenC?
Q= YES p� 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 Stales, but outside of the City of Miami Beach
limits, who are directly performing work on the contract within the City of Miami Beach.
Does bidder provide or offer access to any benefits to employees with spouses or to spouses
of employees?
p0 YES OD NO
Does bidder provide or offer access to any benefits to employees with (same or opposite sex)
domestic partners or to domestic partners of employees?
= YES OO 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.
BENEFIT
Bidder Provides for
Employees with
Spouses
Bidder Provides for
Employees with
Domestic Partners
Bidder does not
Provide Benefit
Health
Y
Y
Sick Leave
Y
Y
Family Medical Leave
Y
Y
Bereavement Leave
Y
Y
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
�i. .uu a -.0 •-, �i . �.. =e'1 . =u'I ..-i .�.
SECTION 19 — MORATORIUM ON TRAVEL TO AND THE PURCHASE
OF GOODS OR SERVICES FROM MISSISSIPPI
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?
= YES � NO
If yes, explain.
QUALIFICATIONS
Miami Beach #2024-05-ND
Economic Development Consultant Services
Submitted to: ..i
Natalia Delgado
Procurement Department
City of Miami Beach
City Hall
1755 Meridian Avenue, 3rd Floor
Miami Beach, FL 33139
Submitted by
Goman York Property Advisers LLC
111 Founders Plaza
Suite 1000
East Hartford, CT 06108
Email: Mgoman(d)GomanYork.com
Phone: 860.841.3271
GOMAN YORK
Table of Contents
DataAnalytics Team Members...........................................................................................................................9
DavidCorreia.......................................................................................................................................................9
AlyssaFleming.....................................................................................................................................................9
DerekO'Connor...................................................................................................................................................9
2.2 Qualifications of Bidder...............................................................................................................................
10
Bloomfield Economic Development Services....................................................................................................
12
Redevelopment Plan for Silver Lane Revitalization Area and On -Call Economic Development Services........
14
East Granby Village Center Master Plan...........................................................................................................
15
Massachusetts Downtown Initiative— Local Rapid Recovery Planning (LRRP) program ..................................
17
STV Inc. / Cr DOT Rail— Property Management Unit Review...........................................................................
19
Market Study of Multifamily Rental Conditions in Downtown Hartford..........................................................
20
Public Engagement and Digital Outreach.........................................................................................................
21
2.3 Similar Experience of Sub -consultants or Sub-contractors.........................................................................
22
2.4 Evidence of Prior Working Experience........................................................................................................
22
TAB3 - APPROACH AND METHODOLOGY.............................................................................................................
24
CitySupport ...........................................................................................................................................................
27
Conditions.............................................................................................................................................................
28
Due Date: July 1, 2024
Re: 2024-05-ND Request for Qualifications —Economic Development Consultant Services
In response to your Request for Qualifications, Goman York Property Advisers LLC (Goman+York) is pleased to
submit our response regarding providing economic development consulting services to the City of Miami Beach.
We are Flexible where advantageous and agreed upon, we will adapt our services to align with the needs and
wants of your community. Most importantly, we understand Miami Beach's priorities and that priorities can
change.
As demonstrated in this response, Goman+York's team of professionals has extensive experience in community
planning, economic development, market research, and real estate. We believe that our diversified experience
backed by our data -driven market research would greatly benefit Miami Beach. We collaborate with
communities on project -specific tasks, such as strategic master planning, financial and economic impact studies,
economic development initiatives, affordable housing plans, and community assessments and solutions. We
believe the diversified skill set of our team can meet the needs outlined in the request, as it directly relates to
our On -Call Economic Development Advisory Services. Just as we do for other communities, the depth of our
team's knowledge and expertise is there when you need it. At the same time, we view our staff as a partner to
your staff, augmenting their knowledge and expertise.
By employing a mix of our national and local experience, we would endeavor to collaborate closely with your
staff and stakeholders to develop the right analysis and the right approach for any projects and assignments. If
selected, R. Michael Goman and Dr. Don Poland, PhD, AICP will lead this assignment with support from our
experienced team members. Dr. Poland is a planning expert who has participated in numerous economic
development and planning -related assignments nationwide.
At Goman+York, we pride ourselves in helping communities deliver real -world solutions — that means we don't
just take the "Pretty Picture" approach — economic development must make financial sense, policies must be
"Simple, Swift & Certain" for development to be accomplished and the communities we work with must strive
to be a great place to "Grow, Work, Live and Play." Our work will be unique for Miami Beach —while we realize
that many communities may be similar, the development of the right approaches will have positive long-term
effects on the Miami Beach community by continuing to support its vibrancy and placemaking for the benefit of
its residents, visitors, and businesses.
Another key tenet of our mission is our belief that communities and lifestyles must offer unique ways to compete
in an economy dominated by large urban centers. Goman+York embraces New Urbanism, Including its vibrant,
pedestrian -friendly, mixed -use communities that accommodate lifestyle patterns demanded by your residents
and businesses.
At Goman+York, we believe that every program we develop should be continually evaluated, and plans should
have the ability to be tweaked to meet the needs of changing times if anything, the recent pandemic taught us
that resiliency needs to be worked into actionable plans — our business motto of LISTEN+ADVISE+EXECUTE
reflects this.
Through our extensive professional experience and past consulting assignments, we have acquired and
demonstrated expertise in all aspects of real estate development, both on the public and private side, in addition
to our expertise in housing policy, land use regulatory issues, and the importance of well -written, user-friendly,
and actionable reports, plans, and strategies.
Goman+York works at the leading edge of real estate and economic development. Our team of experienced,
proven industry experts, led by principals R. Michael Goman and Tom York, formulates real -world market -driven
solutions for public, nonprofit, and private organizations. Our consultants and real estate agents deliver expert
advice and high -value services to provide customized and cost-effective solutions in the delivery of real property
engagements. New England -based in East Hartford, CT, with regional offices in Eustis, FL; Greenville, SC; Dallas,
TX; and Phoenix, AZ, Goman+York's reach is nationwide.
By employing a mix of our national and local experience, Goman+York would endeavor to collaborate closely
with the City of Miami Beach, its staff, and public stakeholders to develop the right analysis and approach for
your economic development support needs.
We agree to the terms and conditions outlined in the Request for Qualifications and look forward to meeting
with the selection committee to discuss this proposal and further elaborate on our experience and approach.
Very
truly yours,
R. Michael Goman
Principal
860-841-3271
mgomant@gomanyork.com
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Our Team
Mike Goman, CRX, CLS, CSM
Principal
Before forming Goman+York in 2011, Mike spent 30-plus years as a business owner,
operator, and commercial real estate professional. He has overseen the development of
millions of square feet of commercial real estate across the United States and Canada.
Mike's keen insights and understanding of buyer motivations, government relations, and
the importance of building effective partnerships help Goman+York design and develop
optimum property redevelopment models and strategies that guide public and private
stakeholders. Mike is a licensed real estate broker in Connecticut, Massachusetts, New York,
Florida, and North Carolina.
Donald Poland, Ph.D., AICP
Managing Director, Urban Planning
Don is a geographer, planner, and community strategist with over 25 years of experience in
community development, economic development, and land use planning. Having worked in
the public, private, non-profit, and academic sectors, Dr. Poland offers a unique
understanding and perspective of the social, cultural, economic, spatial, and governance
challenges of metropolitan and non -metropolitan space. Don holds a Doctorate Degree
from University College London, Dept. of Geography, Cities and Urbanization program, and
a master's degree in Geography, concentrating on planning, from Central Connecticut State
University. He is a Member of the International Geographical Honor Society.
Justin La Fountain AICP
Senior Vice President, Planning & Economic Development
Justin joined the Goman+York team In 2024, he is an AICP-certified planner with over 10
years of experience in the public sector. His experience as a municipal planner, director of
building and land use, and zoning enforcement of0cer gives our team, clients, and projects
a unique perspective coming from the municipal viewpoint. His experience in community
development, economic development, and land use planning brings a further depth of
knowledge and technical expertise that directly relates to the municipalities and private
developers that Goman+York serves. He has a BA in Geography, with a concentration in
Planning from Central Connecticut State University and a minor in Social Studies. He is a
Member of the International Geographical Honor Society.
William "Bill" S. Voelker, AICP
Director of Planning & Strategy
BIII brings over 30 years of municipal planning experience to the Goman+York team. Most
recently he served as Town Planner and Development Coordinator to the Town of Cheshire,
CT overseeing a five -member staff. His expertise provides Goman+York projects and clients
with in-depth knowledge of the planning process focusing on public and private
development and the administration of policy and regulations. Bill holds a Master's in
Community Planning and Development from the University of Rhode Island.
Denise L. Robidoux
Executive Vice President & Chief Operating Officer
Denise is a veteran of the retail shopping center property management, marketing, and
operations fields. Beforejoining Goman+York in 2018, she was the general manager for The
Shops at Farmington Valley in Canton, Cr, a 425,000-square-foot lifestyle center. Denise
holds various certificates and positions that complement her diverse professional
experience. She has a highly skilled and creative background that lends itself well to the
demands of commercial retail real estate, marketing, retail management, economic
development, nonprofit development, and small business ownership. Along with
coordinating major projects, Denise has worked in a project advisory role for the CTDOT-
Office of Rail in their Property Management Utilities Unit for Goman+York for 5 years. She
holds a Connecticut Real Estate Salesperson license.
Bradley Senft, MSRE
Vice President, Managing Director
As a former business owner and successful professional with a proven track record in
business development, financial management, leadership, and team management, Brad
brings his asset management and real estate development expertise to Goman+York.
Before joining Goman+York, Brad created, operated, and sold a successful business in
Colorado. His entrepreneurial spirit along with his real estate development and asset
management -focused expertise complement the public and private sectors served by
Goman+York. Brad graduated from Daniels College of Business, University of Denver with
a Master of Science in Real Estate in the Built Environment — Dual Concentration in Real
Estate Development and Asset Management. He holds real estate licenses in Connecticut
and Massachusetts.
Dave Driver
Senior Vice President, Business Development & Corporate Relations
David is a seasoned economic development professional with marketing and program
experience in the public, nonprofit, and private sectors. He ran a university -related
business incubator and a public venture capital organization developed state -level urban
redevelopment incentives and tourism promotion campaigns and directed
comprehensive business recruitment marketing efforts. David headed marketing for the
Connecticut Department of Economic Development for 15 years. He founded and
directed Connecticut Innovations, the state's risk capital agency. Before joining
Goman+York, he led business attraction efforts for Northeast Utilities (now Eversource)
where he coordinated business recruitment for the six New England states.
Dusty McMahan
Planning and Development
Dusty has over 20 years of experience in directing complex, high -profile projects, and
design teams. Dusty integrates the roles of designer and planner to visually communicate
proposals. His skillful artistic vision allows for the implementation of ideas that emerge
organically into on -the -fly sketches. Informed by his development and construction
expertise and understanding of financial capitalization, his "design solutions" are not just
imagery but documentation of economically viable and sustainable solutionsto the highest
and best repositioning of real estate assets. His planning experience ranges from urban
infiill and reclamation to campus planning and luxury resorts.
Cynthia Stewart
Vice President, Managing Director Public Policy g Community Development
Cynthia brings over 20 years of experience In retail real estate advocacy as a senior
Community development and public policy executive with a commitment to public -private
partnerships and corporate social responsibility. Before joining Goman+York, she was the
Vice President for Community Development for the International Council of Shopping
Centers (ICSC). At ICSC she led a team that created programs and initiatives focused on
emerging issues, real estate challenges, and overcoming obstacles to retail development in
underserved markets. Cynthia is the co-author of Development in Underserved Retog
Markets, published by the International Council of Shopping Centers, and created a five -unit
virtual training for elected officials on"Retail as a Catalyst for Economic Development" She
holds a BAAS in Public Administration and is a graduate of the ICSC University of Shopping
Centers School of Economic Development and a 2019 graduate of the Johns Hopkins Institute
for Corporate Social Responsibility.
Data Analytics Team Members
David Correia
Senior Data Scientist
Dave brings a quantitative approach to economic development and project analysis by
bringing real -world data into focus to create detailed financial projections. His expertise
provides Goman+York projects and clients with data -oriented market & geospatial analysis,
along with an in-depth knowledge of public and private funding sources. Dave also delivers
data -driven location analytics for the community banking system nationwide, through our
affiliate company, Accubranch.
Alyssa Fleming
Research & Data Analyst
As a Research Analyst for Goman+York, Alyssa brings a critical perspective of financial
analysis to ourteam. Her experience in commercial property analysis and financial planning
enables Alyssa to carefully realize an institution's risk and reward relationship. She applies
that critical thinking to Goman+York's data analysis and expansion strategies for our
development, municipal, and educational clients.
A graduate of the University of Hartford's Barney School of Business, Alyssa majored in
Economics and Finance, with a minor in Actuarial Sciences. Alyssa is a licensed Connecticut
Real Estate Salesperson.
Derek O'Connor
Research & Data Analyst
Derek O'Connor joined the Gaman+York team working as a Research and Data Analyst.
Derek is a recent UCONN Finance graduate and studied real estate as an integral part of that
program. He was a member of the Real Estate Society, the Finance Society, and the National
Society of Collegiate Scholars.
Derek is focused on our work with CrDOT - lice of Rail in their Property Management
Utilities Unit, along with State, Municipal, and development clients. Derek is a licensed
Connecticut Real Estate Salesperson.
2.2 Qualifications of Bidder
GQMeNWhat differentiates Goman+York from
similar firms is our unique ability to
+YORK manage projects from concept to
completion. The firm was founded as
an integrated company of multiple
disciplines and practice areas— planning, economic development, and
real estate — which were assembled to deliver a fully integrated,
value-added approach for the benefit of our clients. Our work
includes master plans, economic investment strategies,
comprehensive plans, on -call and strategic economic development
services, and fee -for -service development services.
As the City of Miami Beach seeks a consulting firm that can
guide the community through its next growth stages,
Goman+York is prepared to work closely with the Miami Beach
Redevelopment Agency, the North Beach Community
Redevelopment Agency, and other City officials to guide and
assist your team. We believe that our professional experience
backed by our data -driven market research would greatly benefit
Miami Beach. The diversified skill set of our team can meet the needs
outlined in the request, as it directly relates to our On -Call Economic Development Advisory Services. lust as we
do for other communities, the depth of our team's knowledge and expertise is there when you need it. At the
same time, we view our staff as a partner to your staff, augmenting their knowledge and expertise.
Goman+York has a deep and comprehensive understanding of communities like Miami Beach, but at the same
time, we realize that each community is unique. Where advantageous and agreed upon, we can adapt our
services to align with the needs and wants of your community. Most importantly, we understand that priorities
can change, and you need a partner who can be responsive to the task at hand.
Goman York Property Advisers LLC (Goman+York) is based in East
GOMANHartford, Cr with offices in Eustis, FL; Greenville, SC; Dallas, TX; and
Phoenix, AZ. The company was established in 2011, as a dynamic advisory
firm, which includes leading professionals in all areas of planning, urban
+YORKdesign, economic development, and real estate. Our team also features
experts in data analysis, market research, and brokerage.
ADVISORY SERVICES We draw on decades of experience to integrate design, planning, and
municipal development practices. We focus on achieving results that are
rounded in market realities while avoiding plans that may be attractive but will prove impractical.
Our work includes master plans, economic investment strategies, comprehensive plans, economic development
services, and fee -for -service development services. We manage projects from concept to completion.
While much of our work is concentrated in the New England states, our
team has worked in national and international markets. We have
extensive experience with the design and implementation of sustainable
models of development which, at their core, seek to create communities
that once sprouted organically.
Gomart+York:
• provides immersive data, market research, and knowledge to
enable sound strategic planning and decision -making,
• provides value-added development services, including financial
analysis, community research, and marketing,
• represents diverse clients that include municipalities, non-profit
community development organizations, educational institutions,
medical and healthcare groups, and private businesses,
• works often with cities and smaller communities, which in some _
cases suffer from chronic underinvestment,
• believes communities and lifestyles can offer unique ways to
compete in an economy dominated by large urban centers,
• embraces New Urbanism, which includes creating vibrant, pedestrian -friendly, mixed -use communities
that accommodate lifestyle patterns demanded by communities and their residents.
Goma"York provides economic strategies and results for communities with aspirations to grow, retain, and
attract talent, and encourage investment. Our clients include municipalities, nonprofits, community
development organizations, landlords, businesses, owners, and real estate investors. We partner with our clients
to deliver custom, "real world" solutions that consistently exceed client expectations. Drawing on decades of
experience, our primary mission is to develop realistic and implementable strategies to revitalize towns, cities,
and neighborhoods at the intersection of economic development and real estate development.
Bloomfield Economic Development Services
On -Call Economic Development Services, Marketing, Business Attraction and Retention, and Town Center
Strategic Development Master Plan
Town of Bloomfield, Connecticut (2014-present)
SERVICES PROVIDED
On -Call Economic Development Services — the
Goman+York team works as strategic advisors for the
Town Manager, Town Council & subcommittees, Town
Planner, and the Economic Development
Commission/Development Authority (EDC/DA)
Economic Development Strategic Planning: Strategic
approaches are based on market realities and include
repeated in-depth analysis of the current market and
socioeconomic and demographic data. Goman+York was
recently awarded a contract to develop a Town Center
Master Plan focused on the redevelopment of that area
Business Visitation, Successful Recruitment/Retention
& Small Business Support Program: Using a boats -on -
the -ground approach we interact with businesses large
and small to gain an intimate understanding of the
community and help create a better business
environment through development and enhancement.
Our team supports recruitment efforts of prospective
businesses and expansion of existing businesses.
Excerpt from TIF Districts Master Plan,
GIS map of tax parcels in the three districts
Plan and adoption of Tax Increment Financing (TIF)
overlay district regulations. Numerous staff hours,
research, and meetings were spent by the Goman+York
team in developing a cohesive plan for 3 districts within the town — Bloomfield Center, Totter Road, and Blue Hills Avenue.
Development of that plan included existing site valuations, assessments and improvements needed, site planning design,
isometrics, and presentations. The TIF Plan narrative included: Introduction, Creating Investment, Existing Conditions, land
Use, Public Improvements, and Private Investment.
NOTABLE ACHIEVEMENTS
• Worked with the Town on the transformation of the Economic Development Commission (EDC) into a combined
EDC and Development Authority DA)
• Collaborated with Town staff on OF grant writing initiatives - securing a$250,000 Town Center Planning grant and
assisted a local non-profit on their CIF grant submission and award
• In August 2019, mediated negotiations with insurance firm CIGNA to provide a tax abatement incentive in
exchange for committing to maintaining the company's headquarters in Bloomfield and making up to $90 million
worth of improvements to it over 3 years.
• Successful Outreach, Recruitment & Retention of National Businesses, including an ongoing business visitation
program with the Mayor and Town Manager to Top Employers in the community
• Don Poland, Ph.D., AICP drafted and implemented the Solar Energy Policy and is finalizing a Housing Trust Fund.
• Coordinated a 3-week Small Business Financial Awareness Series of Workshops with the Black Business Alliance to
assist current and future small business owners.
0,
• Provide supporting evidence, economic and fiscal impact analyses, and market
research on key employment issues and job impacts
-Provided advice on key property development, formulation, and initiation of
Action Plans.
• Maintains available property and land listings— updated quarterly
SMALL BUSINESS ACHIEVEMENTS
-Created a small business development package for start-up enterprises.
-Provides one-on-one consulting and coaching to current and Potential small
businesses
Hosted small business informational sessions includingsocial media marketing,
BUSINESholiday marketing, and fraud/safety.
•"Eat Local to Win Local" campaigns to support local restaurants during COVID-
19
• Created a COVID-19 Business RecoveryTeam, and development of a marketing
plan, the team coordinated and participated in an informational business
webinar series, and planned and executed email campaigns, articles for the local
newspaper, and press releases.
-Coordinated with The Metropolitan District Commission Operations team to
host a "Small Business Opportunity" Conference to raise awareness of local and
minority contractors
REFERENCE CONTACT
Jonathan Colman, Director of Land Use & Economic
Development
Town of Bloomfield, Connecticut
800 Bloomfield Avenue
Bloomfield, CT 06002
(860)769-3514
icolmaanJ T�LBloomfieldCT.eov
Redevelopment Plan for Silver Lane Revitalization Area and
On -Call Economic Development Services
East Hartford CT (2019- present)
ASSIGNMENT
In addition to our On -Call Economic Development Services, Goman+York was tasked with preparing a redevelopment plan
for the Silver lane Corridor in East Hartford, Connecticut to enhance the development opportunities and identify tools and
strategies to materially improve the conditions in the area. The Town had invested $1.2 million in improvements in the
corridor, but realized additional initiatives would be necessary to facilitate significant change and charged Goman+York to
pay particular attention to the properties in the area that were deteriorated, deteriorating, substandard, and that could be
detrimental to the safety, health, morals, and welfare of the community.
SERVICES PROVIDED
• Inventory and assessment of existing physical conditions of the
market.
• Researched and analyzed market conditions.
• Conducted community outreach and stakeholder engagement.
• Developed strategies for improvement including changes that
strategically intervene in the market to reposition the area for
investment.
• Developed financing solutions
• Developed RFP for Silver Lane Plaza redevelopment after the
plan was completed.
• Goman+York has an On -call ctintractwith the Town to provide
a broad spectrum of Economic Development services.
NOTABLE ACHIEVEMENTS
• Developed an actionable plan that will benefit the community
- one that has already been set in motion to redevelop the
largest blighted property in the plan area.
• As a result of this plan, the Town acquired the blighted Silver
Lane Plaza for redevelopment
• Town took advantage of available State funding to secure the
property which is in the demolition phase and is slated for
redevelopment.
• Proposed 340 multi -family complex to break ground in FY
2024-2025 on a former theater property in the corridor -
Goman+York assisted the Town with the RFP and selection
process for developers
REFERENCE CONTACT
Eileen euckheit, Development Director
Town of East Hartford
740 Main Street
East Hartford CT 06108
(960)291-7303
ebuckheitiMeasthartfordct.aov
Haiti Business Journal -3/18/2024
East Granby Village Center Master Plan
Town of East Granby CT (2023)
ASSIGNMENT
Goman+York was tasked with creating the East Granby Village Center Master Plan, a comprehensive study and analysis of
the Village Center through the lens of spatial, social, economic, architectural design, and environmental conditions. The
analysis was designed to gain a firm understanding of the many variables and forces that influence the Village Center.
SERVICES PROVIDED
• Urban Planning: Analyzed the problems
solve —Market —grow market demand;
Image — guide the creation of an identifiable
brand for the Village Center and the town w
that would elevate the recognition of that
brand; and Physical Condition — improve the
quality of product to better enhance the
village aesthetic by leveraging new
development/building to reinforce the _
agrarian feel of the community. -
• To accomplish the objectives of the Village
Center Master Plan, a market- and asset -
based approach is utilized along with a 9>
resiliency and sustainability framework to
guide decision -making. The market- and
asset -based approach utilizes the Levers of
Change (image, market, conditions,
connections, and capacity) as the guiding principles to problem -solving and (re)positioning the Village Center's
market, image, and physical conditions allowing the Village Center to attract investment.
• Analyzed the market and demographics of the community to develop the strategies for improvement that will
Ire)position the Village Center to attract Investment, create vibrancy, generate prosperity and the demand
required to support existing businesses, and attract new investments (development, redevelopment, and
businesses).
• Examined the infrastructure needed to support public and private development to support Improvements,
vibrancy, and recreation.
• Architectural Concept Designs: Highlighting unique concepts utilizing new development that keeps with the
existing 'Colonial' and 'Georgian' aesthetic, and redevelopment that utilizes massing and variation in height to
reinforce the village aesthetic.
• Zoning Modifications: Analyzed and recommended modifications to zoning that would reduce and remove barriers
to investment in the Village Center.
• Programming: Long-range considerations for the Town Center included a variety of live, work, and play concepts;
providing housing concepts including affordable housing options, the impact on school enrollments and future tax
revenues.
• Marketing and Branding: As identified through the community engagement process, it was determined that the
Town and Village Center was suffering from a lack of identity. Recommendations for a plan of action to improve
the community image and market the community to a broader population were incorporated Into the plan.
NOTABLE ACHIEVEMENTS
• Developed a Village Center Master Plan that
incorporated robust community engagement in
the development of the plan.
• Created open dialog and input from the business
community.
• Created a reality -based, achievable economic
development plan for the Village Center.
REFERENCE CONTACT
Eden Wimpfheimer, First Selectwoman
Town of East Granby
9 Center Street
East Granby, CT 06026
(860)413-3302
edenwNtectownhall wm
Massachusetts Downtown Initiative - Local Rapid Recovery Planning (LRRP)
program
Massachusetts Department of Housing and Community Development (2021)
ASSIGNMENT
Providing consulting services to four (4) Massachusetts communities through
the Department of Housing and Community Development's (DHCD)
Massachusetts Downtown Initiative (MDII Local Rapid Recovery Planning
(LRRP) program as a Plan Facilitator, they included Quincy (North Quincy
Business District), Malden (Malden Center), Woburn (Woburn Center) and
Shrewsbury (Shrewsbury Town Center District), as a Subject Matter Expert
(SME) to twenty-six (26) communities, presenter of two (2) program webinars
and was chosen to create the Marketing Toolkit - one of ten (10) Community
Toolkits developed for the entire state-wide program.
The LRRP program worked with 124 communities throughout Massachusetts
and was developed as an immediate strategy program to provide technical
assistance to key areas identified by the community applicants. The program
approach utilized data analysis, a local business survey, community
assessments, community meetings, collaboration, and the strength of
knowledge from municipal officials, local businesses, the community, and the
Planned Facilitators to develop actionable and realistic projects to support
communities in the short-term to recover from the COVID-19 pandemic that would ultimately build stronger, more vibrant
communities in the long-term.
The projects identified focused on the following categories: public realm, private realm, revenue & sales, administrative
capacity, tenant mix, and cultural/arts.
The primary mission of the MDI is to make downtown revitalization an integral part of community development in cities
and towns across the Commonwealth. MDI's guiding principles are that the most effective approach to downtown
revitalization is a holistic one; that it addresses economic and community development needs; and that it provides a
framework of interrelated activities that promote positive change in a downtown to keep It healthy and prosperous.
The LRRP program provided technical assistance by consultant teams with expertise in effective strategies to stabilize
business districts. Applicants were matched with consultant team(s). There was a total of $9.5 million in technical assistance
available, whether from a small-town center or a group of business districts within a large city, interested applicants were
encouraged to apply. Streetsense assisted DHCD in administering the overall program. huts:1/www.mass.Rov/info
demils/rapid-recmeN-plan-rrp-nrogram
SERVICES PROVIDED
• Performed a business survey —total business closures, vacant storefronts, and business owner needs.
• Evaluated regulatory, zoning, and permitting processes as a potential impediment to business activity.
• Conducted business/community outreach sessions and visitations
• Identified, diagnosed, and delivered processes for 10-17 actionable projects for each community which included
potential funding sources.
• Drafted and delivered a comprehensive plan and report according to an established template.
• Drafted and delivered a Marketing Toolkit for the 124 Commonwealth communities to aid in their recovery
programming
• Developed and moderated two (2) LRRP programmatic webinars on Connecting with Customers — Using
Storefronts, Display Windows, and Signs to Connect with Customers and Post Covid-19 Restaurant Survival: Key
Technologies, Strategies, and Best Practices
REFERENCE CONTACT
Elizabeth (Emmy) Hahn
Program Coordinator, Massachusetts Downtown Initiative
100 Cambridge Street, Suite 300
Boston, MA 02114
(617)573-1364
Elizabeth Hahndamass.eov
STV Inc. / CT DOT Rail - Property Management Unit Review
New Haven, Connecticut (2018-present)
ASSIGNMENT
Goman+York was engaged to identify strengths and weaknesses �, CT rail
within the Connecticut Department of Transportation's Rail Property
Management & Utilities Unit (PMUU). Existing functions and
processes were examined to recommend best practices to increase
efficiency within the unit. Goman+York was further tasked with
identifying sources to monetize the rail line and station assets
through ancillary income and revenue generation strategies.
SERVICES PROVIDED
Goman+York examined workflow processes and technology systems
utilized bythe PMUU to determine how current systems are used and
to identify improvements that can be instituted.
Short-term and long-term alternatives were developed to streamline,
organize, update, and track the current license agreements and rights
of entry contracts. The current Crmll system along with other
regional and national rail systems was analyzed to develop a strategy
to regulate and increase current revenue streams and to identify
missed and potential income generation opportunities.
Representatives from GOMAN+PORK attended the International
Council of Shopping Center's (ICSC) 2019 RECON conference in Las
Vegas presenting Crmil to market advertising and specialty leasing
opportunities. This provided exposure to over 40,000 conference
attendees and led to partnership opportunities for retail vendors and
software service providers to contract with the Cr DOT- Rail division.
Additionally, Goman+York has been selected to be part of the multi -
firm team, led by STV, which was recently awarded a 5-year contract
with the CTDOT to offer our team's property management and
development expertise to CrDOT's Rail, Bus, and Paratransit systems
throughout the State.
REFERENCE CONTACT
Kristen Ashby, PMP—Senior Associate/Planning Manager
STY Inc.
(203)383-5149
Kristen.Ashbv#Dstvinc.com
Market Study of Multifamily Rental Conditions in Downtown Hartford
Hartford, Cr (2019)
ASSIGNMENT
Goman+York's first task was to review current and proposed competitive multifamily residential rental developments to
establish current market pricing, trends, and amenities; absorption rates; anticipated return on investment (ROII; and
operating costs.
Secondly, the team was tasked with providing a forecast and analysis of market demand and conditions for multifamily
residential rental development in the Hartford region in the coming years.
SERVICES PROVIDED
• Market Analysis to Examine the Capacity and Rental
Parameters for the Hartford Multifamily Residential
Rental Market
• Review of market studies and appraisal reports
prepared for multifamily projects in which CRDA
provided financing.
• Interviews with developers and an overview of three
(3) proposed Hartford developments.
• Review and summarize two (2) studies prepared for
the City of Hartford.
• Presentation of findings to the CRDA Board of
Directors
REFERENCE CONTACT
Mike Freimuth
Executive Director
Capital Region Development Authority
100 Columbus Boulevard, Suite 500
Hartford, Cr 06103-2819
(860)493.2903
mf reimuth0crdact.net
Building Parmils (2. unas)
Public Engagement and Digital Outreach
Towns of Bloomfield and Enfield, Connecticut (2020-2022)
Enfield Plan of Conservation and Development 2031
• public survey (CA code enabled/bilingual),
• natural resource mapping,
• plan drafting.
Economic Development, Marketing, Business Attraction, and Retention —
Town of Bloomfield, Connecticut (2019-present)
• Bloomfield business survey Covidl9 recovery needs
• Bloomfield restaurant Covid19 reopening status & webinars
• Black Business Alliance Small Business Financial Seminar Series
Enfield word cloud response to survey questions:
incentives
small business tax Weidww•wk
w• m;.. vmaa� tOw0
business mall - ,nave
Weld , •.�
REFERENCE CONTACT
Lauren Whitten, CZEO, AICP
Director of Development
Town of Enfield, CT
Bloomfield Businesses Survey- COVID-19 preparedness and needs
assessment
2.3 Similar Experience of Sub -consultants or Sub -contractors
Not applicable. The firm does not anticipate utilizing any sub -consultants or sub -contractors.
2.4 Evidence of Prior Working Experience
The fcto that
is the Gelistofadditional Public
Projects that the Goman+York Team has
worked on in recent years:
• Town of Plymouth, Cr — Community
Investment Transformational Master Plan —
CIF funded (2023-2024)
• Town of East Granby, Cr — Village Center
Master Plan (2023)
• Town of Bloomfield, Cr — Town Center
Master Plan — CIF Grant funded (2024-
2025), Affordable Housing Plan (2023),
Small Business Development and Covid
Recovery (2019-present), OF Grant
Program Development & Assistance (2022-present), On -call Economic Development Services (2014 -
present), TIF Plan (2018-2021), Development Agencyformation (2022-2023)
• Town of Middlefield, CT —On-call Economic Development Services (2023)
• Town of East Hartford, CT - On -call Economic Development Services (2020-present), Silver Lane
Redevelopment Plan (2022), Church Corners Inn— Financial Analysis (20221, Developers RFP (2023)
• Town of Windsor Locks— Downtown Market Feasibility Study (2023)
• Town of Manchester, CT — Library Economic Impact Study (2022), On -call Economic Development
Services (2021-present), 942 Main Conceptual Design and Analysis (2022)
• Town of Enfield, Cr—Comprehensive Zoning Regulation Rewrite and POCD (2020-2023)
• City of Milford, CT — Commercial Property Inventory (2022) Community Economic Recovery Strategy
(2023)
• Capital Region Council of
Governments (CRCOG) —
Disaster Recovery Support
Services (2022-2023)
Western Cr Council of
Governments (WestCOG) —
Affordable Housing Finance
Study (2023), Regional Value
Capture Feasibility Study
(2023-2024)
Capital Region
Development Authority (CDRA) — Regional Food Distribution Market - Tenant & Site Analysis, Review
and Recommendations, Signage/Wayfinding Conceptual Design (2020), Hartford Multifamily Market
Study(2020)
City of Hartford, CT —Office Conversion Study (2023-2024)
• State of Cr—CTDOT rail subcontractor- Property Management and Utilities Unit(2018-present), Eastern
CT Rail Study (2022-2023), Public Transportation Support Services (2023-2027)
• Commonwealth of Massachusetts — DHCD — Local Rapid Recovery Program (2021) — Quincy, Malden,
Woburn, Shrewsbury Plan Facilitators, 25+towns Subject Matter Experts, Statewide - RecoveryWebinars
and Downtown Marketing Manual
• State of Vermont Two Rivers-Ottauquechee Regional Commission (TRORC) — Marketing Toolkits for
the Creative Economy (2022)
• Town of Tolland, CT — Commercial Zoning District Updates (2020-21), Plan of Conservation &
Development (2019)
• Town of Ellington, CT— Plan of Conservation & Development (2019)
• Town of Trumbull, CT — Comprehensive Zoning Regulation Rewrite (2018-21)
• Village of Perry, NY — Comprehensive Zoning Regulation Re -Write (2016)
• Town of Stafford, CT —Creation of a Village District Zone and Sign Regulations Update (2016)
• City of Canton, OH —Comprehensive Zoning Regulation Re -Write (2016)
• Town of Stafford, Cr— Creation of a Commercial Industrial Zone (2015)
• Town of Stafford, CT —Comprehensive Review and Update to Uses (2014)
• Town of North Stonington, CT —Comprehensive Zoning Regulation Re -Write (2014)
CONNECTICUT
RF�inrve) �r
TAB 3 - APPROACH AND METHODOLOGY
Our Approach
Creating Reality -based Solutions
as a Framework for Success
Drawing on decades of experience our primary mission is to deyelop realistic and
actionable strategies that revitalize towns cities and neighborhoods at the intersection
of planning economic development, and real estate development.
We help you create
conditions for success
Insutul. rust. <indnr w,assas
and,mpraements
Establish a bu mess-f.,endty regulatory
em,ronment
Entourage ant support adaprna reuse
of AN proyerbes
Markel local assets effwtiwaly to atta t
and retain busm ants ant ptd
Achiaae flnaro,al a it community
bkstyle goah
laovoon cornm.mty to compete M
+eal h aid mwestmeot
We support your critical
town functions
cond.ct ranm.nityv,sionmg sesames
Formulate cmrtept plans for targeted
properties
Idemay soo.orm nK and
ds mograpinc data and trends
omicron SWOT amN.,
Design and e.ecule marketing
programs and malerwls
Pm.ide cmmact staftm, of acommc
development positions
upant. your comm.mtvs
eo nwhi n om, plan
We help craft public
processes that are swift,
certain, and simple
Analyze goals, .wont.:, tasks and
,mpla nenfation efforts
Dwelop ant m*ament creative.
eaast n, programs
Lam and advise town staff. hoard
a commissen members
Develop stralgh"m-and. Iranspa.em
RFP/RFQpraesys
StMamb.4Ism, regulabMs
ant processes
Des" aaechve ta. abatement
programs and analyze applcauons
Goman+York utilizes our advisory team approach to strengthen your community - with this approach, Miami
Beach gets the depth and breadth of our knowledge and expertise without hiring multiple companies or
consultants enabling our team the ability to augment your team's first-hand knowledge of the community. With
our experience, we can pivot when an immediate response is needed while simultaneously continuing to support
strategic elements needed on short- and long-term planned initiatives. We typically engage our 5-step planning
process, detailed below, to ensure that we meet our client's needs.
1. Where Are We Today? (Market Research & Existing Conditions Assessment)
The assessment of existing conditions (history, socioeconomics, demographics, market analysis, land use
analysis, infrastructure, etc.), including the inventory of economic, cultural, and conservation assets. We
use our expertise and understanding of the site(s), situation, and market to help you better understand
your community. We seek to understand what is working, what is not working, and what potentials can
be exploited.
2. Where Do We Want to Be in the Future? (Outreach, Visioning, & Outcome Definition)
This is the visioning, goals, and outcome portion of the planning process. In this step, we utilize public
outreach programs of community meetings, focus groups, interviews, and surveys to engage
the community in discussion, understanding, visioning, and strategy development. The aim is to build
consensus around a vision for the future and how the community defines future success —the desired
outcomes.
3. How Will We Get There? (Strategies & Actions for Improvement)
This is the strategy portion of the planning process where we take what was learned from steps one and
two and work with the community to develop specific strategies and interventions aimed at moving the
community toward the vision and achieving the desired outcomes —what your community will be in the
future when it achieves the outcomes of the Plan.
4. How Will We Know We Are on the Right Course? (Measuring for Improvement)
This is the measurement portion of the process wherein we assist the community in determining
appropriate and meaningful methods for measuring improvement - a means of tracking and measuring
the effectiveness (and success) of the strategies adopted during implementation. We believe this is a
critical step in ensuring the successful implementation of the plan, yet this step is most often not even
considered, let alone provided by other consulting firms.
5. Implementation. (Road Map & Action Agenda)
In this step, we create a specific, actionable agenda that includes listing priorities, identifying needed
resources and their sources, and establishing responsibilities and a system of follow-up. This provides a
clear roadmap to the future for the community to follow, ensuring the plan is implemented. Most
importantly, the implementation portion of the plan includes capacity -building strategies and
techniques aimed at the specific needs of the community.
By utilizing the Goman+York advisory team approach, you will have the depth and breadth of our knowledge
base to combine with and augment your team. With our depth of experience, we can pivot when an immediate
response is needed while simultaneously continuing to support strategic elements needed on short- and long-
term planned initiatives.
Who We Art
We're Here When You Need Us!
On -Call Contract Provides On -Demand Access
WM '*YORK understands government. business and development cultures
and can serve as an advisor to achieve your community's Economic Development
objectives Our goal is to facilitate development that will strengthen — and make
the greatest impact — in your community.
ON -CALL ECONOMIC DEVELOPMENT
Goman+York's team is here to augment and strengthen your team when your community needs
additional staff. As Trained Dealmakers and Facilitators, we are natural business communicators — we
understand business culture and regulatory structure.
ECONOMIC DEVELOPMENT SERVICES INCLUDE BUT NOT LIMITED TO:
• Economic Development Services - On -Call & Project Specific
• Economic Development Strategic & Master Planning
• Community and Commercial Market Assessments and Analysis
• Asset -based Economic Development— investment and disposition
• Sustainable Development Plans
• Economic Forecast Analysis
• Economic Development Incentive Plans
• Real Estate Development — cost -benefit, financial modeling, and fiscal analysis
• Public -Private Partnership facilitation
• Business development strategies
• Target industry analysis and prospect identification
• Workforce trend analysis
• Housing/Affordable Housing Strategic Planning
• Zoning Ordinance Review and Updates
• Data Collection, Analysis and Assessment
• Contract/leasing negotiations
• Community and Public Engagement
City Support
The support we require from the City will include providing access to City records (i.e., assessment data, studies,
reports, plans, and regulations), and providing their unique and intimate knowledge and understanding of the
Miami Beach community.
All of this access and interaction on multiple levels is critical to supporting the initiatives of the community. We
will engagethe Miami Beach Redevelopment Agency, the North Beach Community Redevelopment Agency, and
other City officials to guide and assist your team as we support your community's economic development —
analyzing and developing the methodology; identifying and evaluating strategic initiatives and priorities; and
developing recommended strategies that have measurable goals and outcomes.
Conditions
Goman York Property Advisers LLC agrees to adhere to the terms and conditions as stated in the Request for
Qualifications.
Additional Information
A) Goman York Property Advisers LLC meets and exceeds most required insurance limits. Therefore, we would
seek to discuss and provide the necessary insurance requirements with the City upon award of an RFP.
Goman York Property Advisers LLC will need and require a fee payment schedule that does not withhold the
total payment until the end of the assignment.
Monthly payments are how we typically structure payments for this kind of assignment with the first payment
invoiced at the beginning of the second month and the last payment invoiced upon completion.
B) Additional work
None proposed. Negotiable as requested by the Town.
C) Lawsuits filed, judgments entered, or claims made against the consultant
Nonapplicable—no such claims or occurrences involving the firm. Neither Goman York Property Advisers LLC nor
any of its employees or officers has been named as a defendant in any litigation brought because of any contract
operations for operations and maintenance. Goman York Property Advisers LLC has never been terminated,
fired, or replaced on a project other than those contracts that have been terminated due to completion.
D) Confidentiality policy
Any Goman+York employee or person working on behalf of Goman York Property Advisers LLC with access to
personal and confidential records or documents must sign a statement of confidentiality that requires them not
to disclose any sensitive Information.
E) Affirmative Action Policy Statement
Goman York Property Advisers LLC firmly believes that doing the right thing forthe community, the environment,
and our employees and subcontractors is the right thing for our business. One such commitment is to affirmative
action. While we are a small firm, the company does not discriminate in the selection of vendors, subcontractors,
clients, or employees on the basis of any discriminatory practice. By way of example, company policy prohibits
the consideration of race, religion, physical capabilities, sexual orientation, national origin, or any other
characteristics in any decision taken by the company. Goman+York is a Connecticut -certified small business
enterprise (SBE).
F) Conflict of Interest
No officer, employee, or person who is payable in whole or in part from the City or its affiliate agencies currently
has any direct or indirect personal interest in Goman York Property Advisers LLC.
Proudly affiliated with the following organizations
Aj METRO*HARTFORD __
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INNOVATING COMMERCE
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THANK YOU FOR YOUR CONSIDERATION OF OUR RESPONSE
GOMAN
+YORK
0 www.gomanyork.com
Mike Goman ® mgoman@gomanyork.com
Pdncivol 1^ 860.841.3271
State of for a
Department of State
1 certify the attached is a true and correct copy of the Articles of Organization of GOMAN
YORK PROPERTY ADVISERS LLC, a limited liability company organized under the laws of
the state of Florida, filed electronically on November 19, 2024 effective January 01, 2025, as
shown by the records of this office.
1 further certify that this is an electronically transmitted certificate authorized by section 15.16,
Florida Statutes, and authenticated by the code noted below.
The document number of this limited liability company is L24000488327.
Authentication Code: 241121 I33640-700439860857#I
Given under my hand and the
Great Seal of the State of Florida
at Tallahassee, the Capital, this the
Twenty First day of November, 2024
('ord:Ayrd /
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State of FCorida
Department of State
I certify from the records of this office that GOMAN YORK PROPERTY ADVISERS LLC, is a
limited liability company organized under the laws of the State of Florida, filed electronically on
November 19, 2024, effective January 01, 2025.
The document number of this company is L24000488327.
I further certify that said company has paid all fees due this office through December 31, 2024,
and its status is active.
I further certify that this is an electronically transmitted certificate authorized by section 15.16,
Florida Statutes, and authenticated by the code noted below.
Authentication Code: 241121133640-700439860857#1
Given under my hand and the
Great Seal of the State of Florida
at Tallahassee, the Capital, this the
Twenty First day of November, 2024
I o ✓age '� "12,1 WIV2011 0:37.33 PM PST 1323WD2019 From: Vella Aiam,
FILING #0004332777 PG 01 OF 03 VOL B-01498
FILED 03/09/2011 09,15 AM PAGE 03633
SDCRETAR•i OF THE STATE
CONNECTICUT SECRETARY OF THE STATE
SECRETARY OF THE STATE OF CONNECTICUT
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FILING 40004332177 PG 02 OF 03 VOL B-01498
FILED 03/09/2011 0905 AN PACE 03634
SECRETARY OF THE STATE
CONNECTICUT SECRETARY OF THE STATE
SIGNATURE ACCEPTING APPOINTMENT:
Robert M. Gomm L/
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PRINT OR TYPE NAME OF BUSINESS AS R APPEARS
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SIGNATURE ACCEPTING APPOW TMENT ON BEHALF OF AGENT:
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York Properly AOyhore LLC
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06070
CT 06070
ICREI LLC
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45 Old Slone Cr099IrQ, Weal
46 Old Stale. OnIoaft,
Sknebury, Connecticut D60B2
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PAGE 2 OF 3
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FIT 03709,2011 09115 AN PAGE 03635
SECRETARY OF THE STATE
CONNECTICUT SECRETARY OF THE STATE
T. NANAOEMENT -PUKE A:CNECX NEXT TO THE FOLILOWINO STATEMENT ONLY IF IT APPLIES
r MANAGEMENT OF THE UMITEO LIABILITY COMPANY SMALL BE VESTED IN A MANAGER OR MANAGERS
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DATED THIS 219 DAYCF Fawywy .2011
NAME'OF'CRGANU:ER
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Edam Gallo, ASFIttaN Sa Imry, LaOalzocm.0oln. Inc.
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PAGE 3 OF 3 FORM L614:0
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STATE OF CONNECT1CVf
OFFICE OF THE SECRETARY OF THEgfgTE}�
I herecortifis a
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Offino t
In this rue
In Testimony wi:.:.c;, I h- hereunto set my bend,
and affixed ffico Seal cf .id State, at HaMond,
this u '
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w._.�._6 CRETAR1f OFTHE STATE cos