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PROFESSIONAL SERVICES AGREEMENT
BETWEEN
THE CITY OF MIAMI BEACH
AND
ECONSULT SOLUTIONS, INC.
FOR
ECONOMIC DEVELOPMENT CONSULTING SERVICES PURSUANT TO
RFq-2024-005-ND 1,p
r
This Professional Services Agreement ("Agreement") is entered Into this ("Effective
Date"), between the CITY OF MIAMI BEACH, FLORIDA. a municipal corporation organized and
existing under the laws of the Stale of Florida, having its principal offices at 1700 Convention
Center Drive, Mfami Beach, Florida. 33139 (the 'Gty'), and ECONSULT SOLUTIONS. INC., a
Pennsylvania Corporation, whose address is 1435 Walnut Street, 4n Floor Philadelphia,
Pennsylvania 19102 ('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
Cl;y 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 Economic Development 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 RFq, No. 2024-005-
ND for Economic Development Consulting Services. together with, all
amendments thereto, issued by the City in contemplation of this
Agreement, the RFO, and the Consultants proposal in response thereto
(Proposal'). ali of which are hereby incorporated and made a pan hereof.
provided, however, that in the event of an express conflict between the
Proposal Ducuments antl this Agreement, the following order of precedent
shall prevail this Agreement. the RFO, and the Proposal.
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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").
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
terns 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 prequalifled 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 (Me Effective Date set forth on p. 1 hereof), and shall have an initial term of three
(3) years, 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/am 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
Managers 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: Payables(a)mlamlbeachfl Dov
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
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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 attomeys' 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 BYGIVING 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 CRY 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 involuntary 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 indemnity, 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
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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 indemnity, keep and save harmless and defend the City or
its officers, employees, agents and instrumentalities as herein provided.
The parties agree that one percent It %) 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 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. 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 bests, 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 (Erors & 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, 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.
5.8 Verification of Coverege — Consultant shall furnish the City with original certificates and
amendatory endorsements, or copies of the applicable insurance language, effecting coverage
required by this contract. All certificates and endorsements are to be received and approved by
the City before work commences. However, failure to obtain the required documents prior to the
work beginning shall not waive the Consultant's obligation to provide them. The City reserves the
right to require complete, certified copies of all required insurance policies, including
endorsements, required by these specifications, at any time.
CERTIFICATE HOLDER ON ALL COI MUST READ:
CITY OF MIAMI BEACH
efo EXIGIS Insurance Compliance Services
P.O. Box 947
Mumiets, CA 92564
Kindly submilall certificates of insurance, endorsements, exemption letters to our servicing agent,
EXIGIS, at:
Certificates-miamibeach(c.riskworks.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 JURISDICTIONIVENUEIJURY TRIAL WAIVER
This Agreement shall be construed in accordance with the laws of the Stale 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 weive 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 CITYB 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 Consultants
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 Citys liability, as set forth in Section 768.28, Florida
Statutes.
SECTION 9
DUTY OF CAREICOMPLIANCE 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 etcwhich are required to be disclosed pursuant to
Court Order and/or Florida Public Records Law,
All reports, documents, articles, devices, andlor 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 any time during normal business
hours (i.e. SAM — 5PM, Monday through Fridays, excluding nationally recognized holidays), and
as often as the City Manager may, in his/her reasonable discretion and judgment, deem
necessary, there shall be made available to the City Manager, and/or such representatives as
the City Manager may deem to act on the City's behalf, to audit, examine, and/ or inspect, any
and all other documents and/or records relating to all matters covered by this Agreement.
Consultant shall maintain any and all such records at Its place of business at the address set
forth in the "Notices' section of this Agreement.
10.2 INSPECTOR GENERAL AUDIT RIGHTS
(A) Pursuant to Section 2-256 of the Code of the City of Miami Beach, the City has established
the Office of the Inspector General which may, on a random basis, perform reviews, audits,
Inspections and investigations on all City contracts, throughout the duration of said
contracts. This random audit is separate and distinct from any other audit performed by
or on behalf of the City.
(B) The Office of the Inspector General is authorized to investigate City affairs and
empowered to review past, present and proposed City programs, accounts, records,
contracts and transactions. In addition, the Inspector General has the power to subpoena
witnesses, administer oaths, require the production of witnesses and monitor City projects
and programs. Monitoring of an existing City project or program may include a report
concerning whether the project is on time, within budget and in 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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(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 fimes 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:
1. 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 ternination settlement; and
il. 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 t>e 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(3xa) 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 Cade, as may be amended from time to time,
prohibiting discrimination in employment, housing, public accommodations, and public services
on account of actual or perceived race, color, national origin, religion, sex, intersexuality, gender
identity, sexual orientation, marital and familial status, age, disability, ancestry, height, weight,
domestic partner status, labor organization membership, familial situation, or political affiliation.
10.6 CONFLICT OF INTEREST
Consultant herein agrees to adhere to and be governed by all applicable Miami -Dade County
Conflict of Interest Ordinances and Ethics provisions, as set forth in the Miami -Dade County
Code, as may be amended from time to time; and by the City of Miami Beach Charter and Code,
as may be amended from time to time; both of which are incorporated by reference as if fully set
forth herein.
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 perfomranoe 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 meats the definition
of "Contractor" as defined in Section 119.0701(1 Ka), 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
10
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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 tern 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 falls to provide the public records to the City within a reasonable
time may be subject to penalties under s. 119.10.
(E) CIVIL ACTION.
(1) If a civil action is filed against a Consultant to compel production of public records
relating to the City's contract for services, the court shall assess and award against
the Consultant the reasonable costs of enforcement, including reasonable
attorneys' fees, if:
a. The court determines that the Consultant unlawfully refused to comply with
the public records request within a reasonable time; and
b. At least 8 business days before filing the action, the plaintiff provided written
notice of the public records request, including a statement that the Consultant
has not complied with the request, to the City and to the Consultant.
(2) A notice complies with subparagraph (1)(b) If it is sent to the City's custodian of
public records and to the Consultant at the Consultant's address listed on its
contract with the City or to the Consultant's registered agent. Such notices must
be sent by common carrier delivery service or by registered, Global Express
Guaranteed, or certified mail, with postage or shipping paid by the sender and with
evidence of delivery, which may be in an electronic format.
(3) A Consultant who complies with a public records request within 8 business days
after the notice is sent is not liable for the reasonable costs of enforcement.
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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: RAFAELGRANADO(aMIAMIBEACHFL.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.
(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) or the occurrence of
event of Force Majeure, (0) of the nature of the event and the cause thereof, (iii) of the
anticipated impact on the Agreement, IN) 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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Contract No. 24-005-13
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 terns 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 &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 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
Tenn. 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
13
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Contract No. 24-005-13
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 (BX1) or
(BX2) 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 (BX1), 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 TRAFFICIONG 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: ECONSULT SOLUTIONS, INC.
Attn: Gina Lavery
1435 Walnut St. 4' Floor
Philadelphia, PA 19102
Ph: 215-717-2777
Email: IavervAeconsultsolutions.com
TO CITY: Economic Development Department
City of Miami Beach
Attn: Rickelle Williams, Director
1755 Meridian Avenue, Suite #200
Miami Beach, FL 33139
Ph: 305-673-7572
Email: rickellewilliams(dmiamibeachfl.Dov
All notices mailed electronically to either party shall be deemed to be sufficiently transmitted.
14
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Conn t No. 24-005-13
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.
i1r IriJ_TIN4Z•T2--hq=F 1e1:.
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.
12A JOINT PREPARATION
The parties hereto acknowledge that they have sought and received whatever competent advice
and counsel as was necessary for them to form a full and complete understanding of all rights
and obligations herein and that the preparation of this Agreement has been a joint effort of the
parties, the language has been agreed to by parties to express their mutual intent and the resulting
document shall not, solely as a matter of judicial construction, be construed more severely against
one of the parties than the other.
12.5 ENTIRETY OF AGREEMENT
The City and Consultant agree that this is the entire agreement between the parties. This
Agreement supersedes all prior negotiations, correspondence, conversations, agreements or
understandings applicable to the matters contained herein, and there are no commitments,
agreements or understandings concerning the subject matter of this Agreement that are not
contained in this document. Title and paragraph headings are for convenient reference and are
not intended to confer any rights or obligations upon the parties to this Agreement.
[REMAINDER OF THIS PAGE LEFT INTENTIONALLY BLANK]
15
o igi,EmaIaFe lO 7DOO I QC)JJC 82-ISC 65FCEF1
lan¢Aci Nn lJ-0Ihlt
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
ATTEST:
By: IAN 2 1 ZV!t
Rafael E. Granatlo, City Clerk
!AN 2 1 'M5
Date'.
FOR CONSULTANT:
ECONSULT SOLUTIONS, INC.
By: Xr�r_-%LG
CITY OF MIAMI BEACH, FLORIDA
Eric Carpenter, CI Manager
APPROVED AS TO
ji.y
FORM & LANGUAGE
`
& FOR EXECUTION'�H'"'
1 I City Attorney Dare
`,
Ir
Gina Lavery Executive Vice President
Print Name and Title
Date: 12/05/24
Docusgn Envelope ID: 7DDWW-A 7-0 OD41CB2-1506Ae5FCEF1
Convect No. 24-005-13
EXHIBIT A SCOPE OF SERVICES
1. 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 identification 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 prequalffied
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 prequalified to be considered
for future work, if and when needed.
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17
Contract
Contract a DePI. C SO a — Change Order a
Consultant Protect Title:
1. E sumated calendar days to complete the wort:
1. Total amount original CSO
3. Total amount all previous Amendments
a. Total amount this Amendment
S. Total Amount for Engagement
6. Fee for ancillary items for this Service Order
Account Code:
of
Notes
I- I ,,INani«$ Signature Date
Fin Cunsullant lNmncl Signature Dale
Docusign Envelope 10: 70086061-QC743066CB2-15C6A65FCEF1
Contract No. 24-005-13
EXHIBIT C HOURLY RATES
ECONOMIC DEVELOPMENT CONSULTANT SERVICES
HOURLY RATES
Principal-in-Charge/Economist Senior
2
Senior ProiectManager
S 196.1
3
Project Mana r/P nn r/E onomist Junior
195.50
4
Assistant Pr' ct Manager
164.30
Economic Development Analyst
159.00
Senior PosItIMS andir"Anculary Roles Inlcuding but not Limited to:
6
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
Mixed -Use Devempment Market Strategist
NTE$159.D0
7
9
10
12
13
14
15
36
17
Ju for An 1 t
1 2 0
8
GISTrhnician
1 132.50
lunlarPosition and/or Ancillary Roles inkudingbut not Bmited to:
9
Urban Designer
Marketing/Advertising Specialist
Community Outreach Specialist
Pubdc Retations/Media Specialist
Graphic Designer
Website Designer
Social Media Specialist
Videographer
Photographer
Video Editor
Copywriter
Business Analyst Junior
FinanciatAnalyst Junior
Urban Designer
N7E $121.90
20
21
22
23
24
25
6
27
28
29
0
32
19
Docusign Envelope ID: 7DO86061-p C7-4300.8CB2-15CM65FCEF1
Coca= No. 24-005-13
EXHIBIT D APPROVED SUB -CONSULTANTS
1. The Riddle Company: retail attraction, retail market analysis, economic and
neighborhood development, business development, business attraction.
2 Equitable Cities Consulting: public policy, economic development, climate
justice.
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20
Docusign Errvebpe ID: 7D086061-A C7330D-BCB2-15C6"5FCEF1
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 undersigned is authorized to execute this affidavit on behalf of Entity
( endor Stgnatu
Gina Lavery
(Print Name) n/� 7
State of �(// / .
County of Phi i lo�,
Econsult Solutions. Inc.
(Company Name)
1435 Walnut St 411 Fly. Philadelphia PA 19102
(Address)
The foregoing instrumentwasacknowledged before meb means ofXphysicalpresence
0, pay of Dc C,JLDay
or O online notarization, this /D. by G/ h tt. �-0. U✓ /- V
i
known to me to be the person described herein, or who produced
as identification, and who did/did not take an oath.
NOTARY PUBLIC:
(Signature) nn
��cl�en 1/1-1rr✓
(Print Name) ,
My commission expires: O b 3 b
I
ComnraAraWlioi p«�"nn.nuH«,ry se,1
ALETNr1t "Johlo CoUry Publla
yMMMlPI County
My Cp oountub ❑plrn.r 112 lb, 201E
Commlulon Number llIy913
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 & 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; WILLOAN 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 Mayorand 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-NO (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 was 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, shorllisting the following firms to be further considered in the RFO evaluation process;
Accenture LLP, Cambridge Econometrics Inc., Daedalus Capital, LLC, Econsult Solutions, Inc.,
Emst & 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. Vision irst 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 Govemment 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 RFO: and
WHEREAS, the Evaluafion 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 Amercas, 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 lied ninth -ranked proposers; VisionFirst Advisors, as the eleventh -ranked proposer; and
Cambridge Econometrics Inc. and Econsult Sotubons, Inc., as the tied twelfth -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, Gorman 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 Administraton to establish a
Pool of prequalified consultants for specific tasks relat ng 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 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 bed 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�__ 0j 2024.
Steven Meiner, Mayor
ATTEST Nov 0 5 202,
Rafael E. Granado, City Clerk
APPROVED AS TO
FORM 6 LANGUAGE
6F0 ECUTION
Ic,1W) W24-
C AttomeS �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 (RFQ) 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 ADMfNISTRATION 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 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 solicitation is currently under the cone of silence
BACKGROUNDIHISTORY
The City is dedicated to fostering a robust economy that stimulates balanced growth by
connecting business, community, people, and lobs 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"). The Consultants are wntracted 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-NO 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 Amencas, Inc., L M. Genuine Solutions LLC. National Council for Community
Development, Inc., PFM Group Consulting LLC, VisionFirst Advisors, and Wilidan 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 shordisted
firms. The Committee was comprised of Justin Kan, 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 firm is available upon request.
The Administration has considered the qualifications of the top thirteen firms and finds them to be
vaned 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 goals, mission, 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 protect.
Does this Ordinance require a Business Impact Estimate?
fFOR ORDINANCES ONLY)
If applicable, the Business Impact Estimate (BIE) was published on:
See SHE at: hntis. rrwww.miamlbe4ch0.goytcity-hallicitv-clerklmeetino-notieesf
FINANCIAL INFORMATION
I011-0531-000312-3&404--134-00-00-00 $100,0001
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 Amens, 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 Gorham 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 Econsua
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
Caywide
Is this a "Residents Right to Know" item,
Pursuant to City Code Section 2-17?
No
Is this item related to a G.O. Bond
Project?
No
Was this Acterida Item initially requested by a lobbyist which. as defined in Code Sec 2481
includes a Principal engaged in lobbvmo? No
If so, specify the name of lobbytst(s) and pnncipabs)
Department
Procurement
Sponsorial
Page 45 of 2497
Co-sponsor(s)
Condensed Title
Joint, Award RFQ 2024-005-ND. Economic Development Consultant Services. ED/PR
Page 46 of 2497
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ATTACHMENT B
ADDENDUM AND RFQ SOLICITATION
M I A M I B E AC H PROCUREMENT DEPARTMENT
1755 Meritlian Avenue, 3- Floor
Miami Beach, Flonda 33139
www.miamibeachflBcvr
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 strikethrough, and additions are underlined).
Qt. (In reference to Section 3 — Conflict of Interest, page 7 of bid packet) Considering the size of our firm
(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?
At: 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@miamibeachfl.gov
Contact:
Telephone:
Email:
Natalia Delgado
305-673-7000 ext. 26263
nataliadel ad miamibeachfl. ov
Proposers are reminded to acknowledge receipt of this addendum as part of your RFQ submission.
Sincerely,
X�)a
Natalia Delgado
Procurement Contracting Officer III
FaUEST FOR QUALIFICATIONS NO.20'!<-0DSND
FOR ECONOMIC DIMLO MENT CONSULTANT SERVICES
M I A M I B E A C H PROCURENENT D EN7
1755 Meridian Avenue,nue, 3- 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 D400, 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 omens:
Experience and Qualifications of °m ° dde; (Tab 2) 60
Approach and Methodology (Tab 3) 40
TOTALPOINTS for Qualitative Criteria 100
Quantitative Criteria Maxnunn Points
Veterans Preference 5
If. 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 1 MOE NOUN
NO.1
REQUEST FORQUAdFK ATIONS NO.2a2"056ND
FOR ECONOMIC DEVELOPMENT CONSULTANT SERVICES
M I AM I B EAC H PROCUREMENT DEPARTMENT
1755 Meridian Avenue, 3b Floor
Miami Beach, Florida 33139
w .miamibeachg.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�13.7000 ext. 26263
nataliadelgado@miamibeachfl.gov
Proposers are reminded to acknowledge receipt of this addendum as part of your RF0 submission.
Sincerely,
Natalia Delgado
Procurement Contracting Officer III
1 I ADDENDUM NO. i
REQUEST FOR OUAU FICATIONS NO.2er4DOSND
FOR ECONOMIC DEVELOMENT CONSULTANT SERVICES
MIAMI BEACH
Request for Qualifications (RFQ)
2024-005-ND
Economic Development Consultant Services
TABLE OF CONTENTS
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
MMMI BEACH
SECTION 0100 INSTRUCTIONS TO RESPONDENTS & GENERAL CONDITIONS
1. 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 VW),
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 fine or multiple fines with whom it may negotiate an agreement
for the purpose noted herein.
The City utilizes Periscope S2G (formerly known as BidSync) (www.oedscooeholdinas.com or www.bidsvnc.00ml for
automatic notification of competitive solicitation opportunities and document fulfillment, including the issuance of any
addendum to this RFQ. 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 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, firms 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 fine. 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 prequalified consultant it deems most qualified for
the project or seek proposals from one (1) or more prequalified consultants. Award of this RFQ does not guarantee
that the prequalified consultant will receive any work, only that the consultant shall be prequalifed 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, Sub -sections 3 and 6. All proposals
will be evaluated in accordance with the criteria found in Section 0400.
3. ANTICIPATED RFO TIMETABLE. The tentative enhedule fnr this cnliritnfinn Ic ne fniinwe-
RFQ Issued
May 17, 2024
Pre -Proposal Meeting
May 30, 2024, at 10:00 am ET
Join on your computer or mobile app
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:
Procurement Contact Teleohone Email.
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/clarifications will be sent to all prospective Bidders in the forth of an addendum.
5. PRE -PROPOSAL MEETING OR SITE VISIT(S). A pre -proposal meeting or site visit(s) may be scheduled.
Attendance for the pre -proposal meeting shall be via web conference and recommended as a source of information
but is not mandatory. Bidders interested in participating in the Pre -Proposal Meeting must follow these steps:
Join on your computer or mobile app
Join the meetina now
Or call in (audio only)
+1 786-636-1480 United Stales, Miami
Phone Conference ID: 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 site visit(s). The City, by means of Addenda, will issue interpretations or written addenda
clarifications considered necessary by the City in response to questions. Only questions answered by widen addenda
will be binding and may supersede terms noted in this solicitation. The addendum will be released through Penscope
S2G. Any prospective Bidder who has received this RFQ by any means other than through Periscope S213 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,IAMI BEACH
7. 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 2486 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 ralaelaranado(dmiamibeachfi.00v
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, and/or
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 Director/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 Managers 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 or
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 Bidden(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 Managers 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
vedfy 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 S2G (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.com/Miami-Beach. Registration is easy and will only take a few minutes. For detailed
instructions on how to register, complete vendor qualifications, and submit electronic bids, visit
httos://www.miamibeachfi.gov/city-hall/orocuremenUfor-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 su000rt0bidsync.cem 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:l/selfservice.miamibeachfl.ciovtvssNendors/default.aspx) will also provide you with
purchase orders and payment information.
Should you have any questions and/or comments, please submit them to vendorsu000rt(a)miamibeachfi.gov.
15. SUPPLIER DIVERSITY. The City has established a registry of LGBT-owned businesses, as certified by the
National LGBT Chamber of Commerce (NGLCC), and small and disadvantaged businesses, as certified by Miami -
Dade County. See authorizing resolutions here.
If your company is certified as an LGBT-owned business by NGLCC or as a small or disadvantaged business by
Miami -Dade County, click on the link below to be added to the City's supplier registry (Vendor Self -Service) and bid
system (Periscope S2G, Supplier -to -Government). These are two different systems, and it is important that you register
for both.
Click to see acceptable certification and to register: httos:/Avww.miamibeachfl.gov/city-hall/procurement/how-to-
become-a-vendor/.
Balance of Page Intentionally Left Blank
VP ZWI BEACH
SECTION 0200
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:
httos:llwww miamibeachfl gov/city-hall/procuremendstandard-terms-and-conditionsl
Balance of Page Intentionally Leff Blank
MIAMI BEACH
SECTION 0300 PROPOSAL SUBMITTAL INSTRUCTIONS AND FORMAT
1. ELECTRONIC RESPONSES (ONLY). Proposals must be submitted electronically through Periscope S213 (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 induced 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 S2G (formerly BidSync) by contacting (800) 990-9339 (toll -free) or
S2G611periscopeholdings.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 eledronicallvl.
2. Failure to comply with the Minimum Eligibility Requirements (if applicable).
3. OMITTED OR ADDITIONAL INFORMATION. Failure to complete and submit the Bid Submittal Questionnaire
(submitted electronically) with the bid and by the deadline for submittals shall render a proposal non-
responsive. With the exception of the Bid Submittal Questionnaire (completed and submitted electronically), the City
reserves the right to seek any omitted information/documentation or any additional information from the Bidder or other
source(s), including but not limited to any firth 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 Organizational Chart: An organizational chart depicting the relationship and reporting hierarchy for an urns,
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 firth or for a
principal (include the name of the principal).
2.3 Similar Experience of Subconsultant(s)/Sub-contractor(s): Summarize projects in which the sub-
consultant(s)/sub-contractors) 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 subconsultant(s)/sub-contmctor(s) 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
dients, including detailed examples of services provided, which addresses Bidders 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
• Costffnancial 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
• Community and stakeholder communications and outreach
Balance of Paae Intendonalty Lek Blank
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 contract to 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
firths 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 firms, 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:
Qualitative Criteria Maximum Points
Experience and Qualifications of Prime Bidder (Tab 2) 60
and
40
RTMIN,flrz—ffl�
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 Sedan 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:
Qualitative Points
e2
74
60
Cpnnsn, w
Quen8ta8ve Points
5
5
0
YarnMr 1
Total
87
79
a0
Ronk
1
2
Qualitative Points
62
85
72
Quantitative Points
5
5
9
Mambar2
Total
87
90
72
Rank
1
2
3
Qualitative Points
90
74
66
commluw
Quantitative Points
5
5
0
Member2
Total
95
79
66
Low Aggregate
Rank
Score
1
3
2
7
9
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 shethe 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.
Balance of Paige Intentionally Leff Blank
APPENDIX A
MIAMI BEACH
Special Conditions
RFQ No. 2024-005-ND
ECONOMIC DEVELOPMENT
CONSULTANT SERVICES
PROCUREMENT DEPARTMENT
1755 Meridian Avenue, 31d Floor
Miami Beach, Florida 33139
1. TERM OF CONTRACT. The term of the Agreement resulting from this RFQ shall be for an
initial term of three (3) years.
2. OPTION TO RENEW. The City, through its City Manager, will have the option to extend for
one (1) two-year renewal term or two (2) one-year renewal terms at the City Managers 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 Consultant's project manager (as
well as any replacement) shall be subject to the prior written approval of the City Manager
or his designee (who, in this case, shall be 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
MIAMI 13EACH
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, 3,d Floor
Miami Beach, Florida 33139
Contract 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
Date"), between the CITY OF MIAMI BEACH, FLORIDA, a municipal omoration 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
D(XXXXXX)OD XXXX7CXXXXXXXI, 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 QM 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
Imo, with XX renewal options, to be exercised at the City
Manager's sole option and discretion, by providing Consultant with written notice of same no
less than thirty (30) days prior to the expiration of the initial term.
Notwithstanding the Term provided herein, Consultant shall adhere to any specific timelines,
schedules, dates, and/or performance milestones for completion and delivery of the Services,
as same is/are set forth in the timeline and/or schedule referenced in Exhibit LXXX 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 SXXXX)O XX , for a total annual amount not to exceed
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 descdption of the Services (or portions thereof) provided, and
shall be submitted to the City at the following address:
Accounts Payable: Pavables(a)miamibeachfi.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
attorneys' 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
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
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 Compensafion & 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). 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 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
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-miamibeach(o)riskworks.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 State of Florida, and the federal
government, as applicable.
9.3 PATENT RIGHTS: COPYRIGHT: CONFIDENTIAL FINDINGS
Any work product arising out of this Agreement, as well as all information specifications,
processes, data and findings, are intended to be the property of the City and shall not otherwise
be made public and/or disseminated by Consultant, without the prior written consent of the City
Manager, excepting any information, records etc. which are required to be disclosed pursuant to
Court Order and/or Florida Public Records Law.
All reports, documents, articles, devices, and/or work produced in whole or in part under this
Agreement are intended to be the sole and exclusive property of the City, and shall not be
subject to any application for copyright or patent by or on behalf of the Consultant or its
employees or sub -consultants, without the prior written consent of the City Manager.
SECTION 10
GENERAL PROVISIONS
10.1 AUDIT AND INSPECTIONS
Upon reasonable verbal or written notice to Consultant, and at any time during normal
business hours (i.e. 9AM — SPM, 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:
1. 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 FUR
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,
inlersexuality, 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, N 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 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.
10
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) CIVIL ACTION.
(1) If a civil action is fled against a Consultant to compel production of public records
relating to the City's contract for services, the court shall assess and award
against the Consultant the reasonable costs of enforcement, including
reasonable attorneys' fees, if:
a. The court determines that the Consultant unlawfully refused to comply with
the public records request within a reasonable time; and
b. At least 8 business days before filing the action, the plaintiff provided written
notice of the public records request, including a statement that the
Consultant has not complied with the request, to the City and to the
Consultant.
(2) A notice complies with subparagraph (1)(b) if 8 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(cbMIAMIBEACHFL.GOV
PHONE: 305-673-7411
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 (TT) 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 Teaming 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, (Tv) 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
Majeu a 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 parry's performance under the Agreement for a time period
iF
Contract 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 newty 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 Tenn. 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 suboonsultant 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 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 (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 (8)(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
MISCELLANEOUS PROVISIONS
iPAtd:fat: rc --1d: 1.7-16111111 M: 19
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 tens 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.
i E'*�1 LL'L 4:La1 is --:7 ZFS1P
A pary'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]
15
Contract No. XX-XXX-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 Alina T. Hudak, City Manager
Date:
FORCONSULTANT: WAI,y':'?.,
By:
Print Name and Title
Date:
16
Connect No. XX-XXX-XX
EXHIBIT A SCOPE OF SERVICES
17
APPENDIX C
MIAMIBEACH
Insurance Requirements
RFQ No. 2024-005-ND
ECONOMIC DEVELOPMENT
CONSULTANT SERVICES
PROCUREMENT DEPARTMENT
1755 Meridian Avenue, 3,d Floor
Miami Beach, Florida 33)39
INSURANCE REQUIREMENTS
The vendor shall maintain the below -required insurance in effect prior to awarding the Contract and
for the duration of the Contract. The maintenance of proper insurance coverage is a material element
of the Contract and failure to maintain or renew coverage may be treated as a material breach of the
Contract, which could result in withholding of payments or termination of the Contract.
A. Workers' Compensation Insurance for all employees of the Contractor as required
by Florida Statute Chapter 440 and Employer Liability Insurance with a limit of no
less than $1,000,000 per accident for bodily injury or disease. Should the Contractor
be exempt from this Statute, the Contractor and each employee shall hold the City
harmless from any injury incurred during 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 (Errors & Omissions) Insurance appropriate to the Consultant's
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, parts, or
equipment fumished in connection with such work or operations and automobiles owned, leased,
hired or borrowed in the forth of an endorsement to the contractor's 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 c/o 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 101634668
Kindly submit all certificates of insurance, endorsements, and exemption letters to our servicing
agent, EXIGIS, at:
Certif cater-miamibeachAriskworks.00m
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 spacial 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 Pace Intentionally Left Blank
ATTACHMENT
SUNBIZ $ PROPOSAL RESPONSE TO RFQ
Drvisiory or Coaeonnnorvs
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Detail by FEI/EIN Number
Foreign Profit Corporation
ECONSULT SOLUTIONS,
INC.
EWag Infomrat'on
Document Number
F17000003681
FEI/EIN Number
46-1542565
Date Filed
08/15/2017
State
PA
Status
ACTIVE
1435 WALNUT ST, 4TH FLOOR
PHILADELPHIA, PA 19102
Malt
1435 WALNUT ST, 4TH FLOOR
PHILADELPHIA, PA 19102
Begisterv"gent Name 6 Address
C T CORPORATION SYSTEM
1200 SOUTH PINE ISLAND ROAD
PLANTATION, FL 33324
Name & Address
Title President
ANGELIDES, PETER
1435 WALNUT ST, 4TH FLOOR
PHILADELPHIA, PA 19102
Title SecretaryfTreasurer
GABRIELE, WENDY M
1435 WALNUT ST, 4TH FLOOR
PHILADELPHIA, PA 19102
Title VP
Conner -Ross, Ethan
1435 WALNUT ST, 4TH FLOOR
PHILADELPHIA, PA 19102
I-Ti R11:1'TS1:Fi
Report Year
Filed Date
2022
01/24/2022
2023
01/25/2023
2024
02/16/2024
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BID SUBMITTAL QUESTIONNAIRE
SECTION f - E4lU CERfIFICAfION rURM
This document is a REQUIRED FORM that must be submitted fully completed and submitted-
sdiOtBaon NO: ee QtBtion rltlB:
BID NUMBER PROJECT TITLE
BIDDER. NAME: &meun Wu...lnc
NO. OF YF RS IN BUSINESS. 11
NO. OF YEMSIN BU81NM LOC/LLLY, O
NO. OF EMPLOYEES: 55
OTHER NRMI BIDDER HAS OPEWE O UNDER IN THE I T10 YEARS'. Ne
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DERAL.IBEMIEICAT.. bI...
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 pan of the public domain as defined by the State of Florida Sunshine and Public
Records Laws; e) if bid is accepted, to execute an appropriate City of Miami Beach document for the
purpose of establishing a formal contractual relationship between the bidder and the City of Miami
Beach, Florida, for the performance of all requirements to which the bid pertains; and f) that all
responses, data and information contained in the bid submittal are true and accurate.
The individual named below affirms that s/he: is a principal of the applicant duly authorized to execute
this questionnaire, and that the contents of said document(s) are complete, true, and correct to the best
of his/her knowledge and belief.
Name and Title of Bidder's Authorized Signature of Bidder's Authorized
Representative: Representative:
Gina Lavery Gina Lavery
SECTION 2 - ACKNOWLEDGEMENT OF ADDENDUM
After issuance of solicitation, the City may release one or more addendum to the
solicitation, which may provide additional information to bidders or alter solicitation
requirements. The City will strive to reach every bidder having received solicitation
through the City's e-procurement system. However, bidders are solely responsible for
assuring they have received any and all addendum issued pursuant to solicitation. This
Acknowledgement of Addendum section certifies that the bidder has received all
addendum released by the City pursuant to this solicitation. Failure to obtain and
acknowledge receipt of all addenda may result in proposal disqualification.
Enter Initial
to Confirm
Receipt
I
Enter Inifial
to Confirm
Receipt
Enter Inifial to
Confirm
I ReceiDt
GL
Addendum 1
Addendum 6
Addendum 11
GL
Addendum 2
Addendum 7
Addentlum 12
Addendum 3
1
Addendum 8
1
1 Addendum 13
Addendum 4
1
Addendum 9
1
1 Addendum 14
Addendum 5
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 env of its affiliates.
FIRST AND LAST NAME
RELATIONSHIP
1
2
3
4
5
6
SECTION 4 - FINANCIAL CAPACITY
of request. Bidder shall arrange for Dun & Bradstreet to submit a Supplier
Qualification Report (SQR) directly to the City. No proposal will be considered without
receipt (when requested), by the City, of the SQR directly from Dun & Bradstreet. The
cost of the preparation of the SQR shall be the responsibility of the bidder. The bidder
shall request the SQR report from D&B at:
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: Montgomery County Planning
Contact Individual Name and Title: Benjamin Kraft, Research Planner
Address: 2425 Beadle Drive
Telephone: 301-495-4536
Contact's Email: benjamin.kraft@montgomeryplanning.org
Narrative on Scope of Services Provided, Project Budget, and Project Dates:
Budget: 84,200
Project Dates: June 2023-November 2023
Narrative:
Maryland -National Capital Park and Planning Commissionh _-s Montgomery County
Planning Department (Montgomery Planning) is in the process of creating the Great
Seneca Plan: Connecting Life and Science, which is an update to its 2010 Great Seneca
Science Corridor Master Plan. Both plans seek to encourage mixed -use, life -sciences -
focused development in the Life Science Center (LSC), the section in the Great Seneca
Plan area that serves as the county0--s premier cluster of private life science activity.
The LSC also includes the Universities at Shady Grove, the Adventist Healthcare Medical
Center at Shady Grove, and the National Cancer Institute.
The current Great Seneca Plan update seeks to reinforce and catalyze the mixed -use land
use and placemaking principles established in the 2010 plan, with an emphasis helping to
address the countyfi_ _ s housing crisis and make the LSC more competitive as a hub of
economic activity.
To inform this plan update as well as the countywide approach to planning for the life
science industry more generally, Montgomery Planning engaged ESI to provide its
expertise regarding economic development best practices for the life science industry.
While the report provides background and best practices related to the life science
industry in a broad sense, including topics such as entrepreneurship and workforce
development, its main focus is on the real estate needs of the life science industry, how
they related to the competitiveness of life science clusters, and the feasibility of co -locating
housing on or near sites with existing life sciences or healthcare uses in the LSC and the
rest of Montgomery County.
ESI conducted economic and real estate analyses to understand the current areafi_ , s
competitiveness for attracting new life sciences investment and development and the steps
needed to bolster the industry. We conducted stakeholder interviews with leaders in the
life sciences space, including developers, economic development professionals, and
innovation experts, and provided case studies of other competitive innovation districts to
understand organizational structure, funding, and foundational history and their
approaches to supporting mixed -use development. Strategic recommendations were
developed for Montgomery Planning recognizing that sound land use policy is be pivotal
to facilitating the right types of life sciences and complementary real estate development
over the next decade, and that there are critical elements of the life sciences ecosystem that
will require more strategic and intentional involvement from regional institutions,
economic development organizations, and the public and private sectors.
Reference No.2
Firm Name: Visit Philly
Contact Individual Name and Title: Angela Val, CEO
Address: 2005 Market St, #3700 Philadelphia, PA 19103
Telephone: 215-599-0776
Contact's Email: angela@dvisitphilly.com
Narrative on Scope of Services Provided, Project Budget, and Project Dates:
Dates: This client had various projects from 2015 to 2022
Budget: averaged 30,000 per project
Econsult Solutions, Inc. (ESI) was retained by Visit Philadelphia to quantify the impact of
tourism in the Philadelphia region each year from 2015-2022.
To do so, ESI combined numerous industry data sets and modeling techniques to produce
reliable and granular estimates of industry performance and impact. ESI also generated
reports and summary context that help to provide context for industry performance and
communicate its impact to key audiences.
ESI employed index modeling techniques to estimate regional visitation trends. This
approach used a variety of statistical inputs of industry performance, including hotels,
attractions, transportation, and employment to estimate visitation trends by season and
segment. Estimates were generated by visitor type (day and overnight), trip purpose
(leisure and business) and geographic location (city and suburbs).
Visitor spending was estimated as a function of growth in visitation and changing patterns
in per capita visitor spending, which are derived through a broad i... IbasketAE]0 of
indicators on consumer behavior, industry performance, and economic measures like
inflation. Visitor spending was translated into economic impact using industry standard
input-output modeling and into tax revenue impacts for state and local government.
This economic analysis was enhanced through use of industry data sets such as leisure and
hospitality employment, business establishment data in visitor -serving sectors, and
municipal tax data to provide additional context on the impact of the tourism industry on
the local economy. ESI has used spatial analysis to track the distribution of tourism
activity into Philadelphiai_LJs neighborhoods, longitudinal analysis to benchmark
PhiladelphiaifL Is tourism growth relative to national and peer trends over time, and
other custom analyses that help shed additional light on important trends in the local
tourism economy and communicate its importance to policymakers.
Reference N0.3
Firm Name: Philadelphia INdustrial Revitalization Corporation (PIDC)
Contact Individual Name and Title: Kate McNamara, Executive Vice President, Navy
Yard
Address: 4747 South Broad Street, Building 101, Suite 120, Philadelphia, PA
19112
Telephone: 215-882.1883
Contact's Email: kmcnamara@pidcphila.com
Narrative on Scope of Services Provided, Project Budget, and Project Dates:
Project Dates: October 2020- November 2023 (multiple projects)
Budget: Ranged from 10,000 to 25,000 based on the project
The Navy Yard is a successful repositioning story of turning the once bustling
Philadelphia Naval Shipyard into a modern, commercial campus. Its legacy as a major
economic driver is restored through the proactive interventions by PIDC, and today the
Navy Yard is a campus of technological innovation, food production, and fashion, and is
one of the region -.s most vibrant employment hubs.
During its peak in World War It, the Philadelphia Naval Shipyard employed 40,000
people. After operating for nearly 200 years, the Philadelphia Naval Shipyard officially
closed in 1"6. With a large piece of industrial heritage and economic production closed,
PIDC, on behalf of the City of Philadelphia, acquired the former naval shipyard and
commenced the effort of transitioning the site to new uses. PIDC invested significantly in
infrastructure at the Navy Yard, and in 2004 commissioned the first Master Plan for the
Navy Yard.
In 2020, ESI was hired by PIDC to evaluate the economic impacts of the redevelopment of
the Navy Yard. ESI has additionally supported PIDC in 2022 and 2023 with revised
analyses of the Master Plan of the campus. Since 2002, PID000s strategic business
attraction effort has led to $1.7 bBlion in construction at the Navy Yard, with more to
come with the potential redevelopment of the Mustin and Historic Districts. In total, the
redevelopment has resulted to the return of significant employment to the Navy Yard,
with 15,000+ employees now working in a diversity of jobs, including office including in
the life sciences and biotechnologyfi-"sectors strategically important for the Philadelphia
economy.
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?
0 YES 0 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 F-12--] 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 Ente rise Certification by 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, Ivan, or cooperative agreement, the
undersigned shall complete and submit Standard Form-LLL, "Disclosure Form to Report
Lobbying; in accordance with its instructions.
3. The undersigned shall require that the language of this certification be included in the award
documents for all subawards at all tiers (including subcontracts, subgrants, and contracts
under grants, loans, and cooperative agreements) and that all subrecipients shall certify and
disclose accordingly.
This certification is a material representation of fact upon which reliance was placed when this
transaction was made or entered into. Submission of this certification is a prerequisite for
making or entering into this transaction imposed by 31, U.S.C. § 1352 (as amended by the
Lobbying Disclosure Act of 1995). Any person who fails to file the required certification shall be
subject to a civil penalty of not less than $10,000 and not more than $100,000 for each such
failure.
The undersigned Contractor certifies or affirms the truthfulness and accuracy of each
statement of its certification and disclosure, if any. In addition, the Contractor understands and
agrees that the provisions of 31 U.S.C. § 3801 of 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:
Gina Lavery
Gina Lavery
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. pt. 180, subpart C and 2 C.F.R. pt. 3000, subpart
C and must include a requirement to comply with these regulations in any lower tier covered
transaction it enters into.
(3) This certification is a material representation of fact relied upon by the City. If it is later
determined that the Contractor did not comply with 2 C.F.R. pt. 180, subpart C and 2 C.F.R. pt.
3000, subpart C, in addition to remedies available to the City, the Federal Government may
pursue available remedies, including but not limited to suspension and/or debarment.
(4) The Contractor agrees to comply with the requirements of 2 C.F.R. pt. 180, subpart C and 2
C.F.R. pt. 3000, subpart C while this offer is valid and throughout the period of any contract
that may arise from this offer. The Contractor further agrees to include a provision requiring
such compliance in its lower tier covered transactions."
By virtue of submitting bid, bidder certifies or affirms its compliance with the Suspension and
Debarment Certification.
Name and Tille of Bidder's Authorized
Signature of Bidder's Authorized
Representative:
Representative:
Gina Lavery
Gina Lavery
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 https://Iibrarymunicodeggmifl/miami beach/codes/oode of ordinances?
nodeld=SPAGEOR CH2AD ARTVIISTCO DIV4PR 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 rafaelgraDjd-Q@xa amibeachfl gpy .
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.
FCTION 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 http'//www miamibeachfl.gov/city=
b&procuremenUprocurement-related-ordinance-and-procedures/
Bidder will submit firm's Code of Business Ethics within three (3) days of request by
the City?
YES p� NO
Bidder adopts the City of Miami Beach Code of Business Ethics?
0 YES 0 NO
SECTION 13 — LOBBYIST REGISTRATION & CAMPAIGN
CONTh18UTION REQUIRE ,'LNTS
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
(bUp&1/kmrymunicode.com/fl/miami beach/codes/code of ordinances?
nodeld=SPAGEOR CH2AD ARTVIISTCO ID V3L0)
• Campaign Contribution Requirements sections 2-487 and 2-488 of City Code
(b.Upaj&brerv.municode.com/fl/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:
bgps://Iibrary.municode.com/fl/miamq beach/oodes/code of ordinances?
nodeld=SPAGEOR CH2AD ARTVIPR DIV3COPR $2-375NSCCOREWA
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.
- FAIR CHANCE REQUIREMENT
The Fair Chance Ordinance No. 2016-4012 is available at:
hitps://Iibrary.municode comlfllmiami beach/codes/code of ordinances?
nodeld=SPAGEOR CH62HUREARTVFACHOR
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:
tlttps://www.flsenate.gov/Laws/Statutes/2012/287.133
By virtue of submitting bid, bidder agrees with the requirements of Section 287.133, Florida
Statutes, and certifies it has not been placed on convicted vendor list.
SECTION 17 — VETERAN BUSINESS ENTERPRISES PREFERENCE
Pursuant to City of Miami Beach Ordinance No. 2011-
3748, j)!(bs://Iibrarv.municode comM/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 Flodda?
= YES p� NO
Is the bidder a service -disabled veteran business enterprise certified by the United States
Federal Govemment?
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 States, but outside of the City of Miami Beach
limits, who are directly performing work on the contract within the City of Miami Beach.
Does bidder provide or offer access to any benefits to employees with spouses or to spouses
of employees?
p� YES = NO
Does bidder provide or offer access to any benefits to employees with (same or opposite sex)
domestic partners or to domestic partners of employees?
p� YES = NO
Please check all benefits that apply to your answers above and list in the "other" section any
additional benefits not already specified. Note: some benefits are provided to employees
because they have a spouse or domestic partner, such as bereavement leave; other benefits
are provided directly to the spouse or domestic partner, such as medical insurance.
BENEFIT
Bidder Provides for
Employees with
Spouses
Bidder Provides for
Employees with
Domestic Partners
Bidder does not
Provide Benefit
Health
x
x
Sick Leave
x
x
Family Medical Leave
x
x
Bereavement Leave
x
x
If Bidders cannot offer a benefit to domestic partners because of reasons outside your control,
(e.g., there are no insurance providers in your area willing to offer domestic partner coverage)
you may be eligible for Reasonable Measures compliance. To comply on this basis, you must
agree to pay a cash equivalent and submit a completed Reasonable Measures Application with
all necessary documentation. Your Reasonable Measures Application will be reviewed for
consideration by the City Manager, or his designee. Approval is not guaranteed and the City
Manager's decision is final. Further information on the Equal Benefits requirement is available
ES'ECONSULT
SOLUTIONS INC.
economics I strategy I insight
Economic Development Consultant Services
Proposal for the City of Miami Beach
Date: July 1, 2024
Bid 2024-005-NO
Submitted to
City of Miami Beach
1700 Convention Center Drive
Miami Beach, FL 33139
Submitted by
Econsult Solutions, Inc.
1435 Walnut Street, 4th Floor
Philadelphia, PA 19102
In partnership with:
The Riddle Company and
Equitable Cities Consulting
1435 WAL%UT STaFFT, 4-' FLOON, CHILADFL9HIA, PA 19102 1 21, 717-277 1 EC ON$UL71OL690NS. CO
EIe,ECONSULT
�7 SOLUTIONS INC.
economics I strategy I Insight
Solutions for
ECONOMIC DEVELOPMENT
I EQUITY AND INCLUSION
GOVERNMENT AND PUBLIC POLICY
I LITIGATION SUPPORT
REAL ESTATE
I TRANSPORTATION AND INFRASTRUCTURE
UNIVERSITIES AND HOSPITALS
Thought Leadership
ESI Center for the Future of Cities
Analytics and Methodologies
I BENEFIT -COST ANALYSIS
FINANCIAL MODELING AND MARKET ANALYSIS
GEOSPATIAL ANALYSIS
IMPACTANALYSIS
PERFORMANCE BENCHMARKING
I PREDICTIVE AND SCENARIO ANALYSIS
I STATISTICAL AND BIG DATA ANALYSIS
I STRATEGIC PLANNING AND FACILITATION
I SURVEYS AND PRIMARY RESEARCH
ECONSULT
E 'SOLUTIONS INC. economics l strategy l insight
July 1, 2024
Natalia Delgado
City of Miami Beach
1700 Convention Center Drive
Miami Beach, FL 33139
Via email: NataliaDeleadogDmiamibeachfl.aov
Dear Ms. Delgado,
On behalf of Econsult Solutions, Inc. (ESI(, The Riddle Company, and Equitable Cities Consulting,
collectively referred to as the ESI team, I am pleased to submit this proposal in response to the Request
for Qualifications issued by the City of Miami Beach, the Miami Beach Redevelopment Agency, and the
North Beach Community Redevelopment Agency (the "City") to provide on -call economic development
consulting services on an "as needed" basis. ESI will serve as the prime contractor for this engagement
with The Riddle Company and Equitable Cities Consulting serving as subconsultants.
The ESI team offers a diverse set of backgrounds and capabilities, making us the ideal candidate to
support the economic development work of the City in the following areas as identified in the RFQ:
• General economic development services, strategic planning, and incentive plan development
• Market studies, including benchmarking, competitive assessments, as well as all required data
collection and management
• Cost/financial modeling and real estate fiscal analysis
• Cost -benefit analysis
• Workforce trend analyses and industry assessments
• Economic forecasting and economic impact analysis
• Business development strategies
• Workforce/affordable housing
The ESI team is pleased to present a team of economists and planners with who on advise the City on a
wide variety of economic development tasks. Our project staff represents a "best in class" team,
offering an excellent track record in local and national real estate analysis, economic and fiscal
assessment, and urban public policy expertise. Our team's advantages include:
A strong understanding of the issues impacting small and medium-sized communities located in
economically diverse and highly competitive regions.
Experience working in and around the City of Miami Beach.
A strong background in econometric modeling, real estate market analyses, return on investment
studies and other quantitative skills.
1435 WALNUT STREET, 4'" FLOOR, PHILADELPHIA, PA 19102 1 215-717-2777 1 ECONSULTSOLUTIONS.COM
Economic Development Consultant Services: Proposal for the Cky of Miami Beach
July 1, 2024
Significant experience examining economic and demographic conditions, real estate market trends, and
factors affected affordability.
Extensive experience in the local and regional market for both the public and private sectors on real
estate, transportation, and economic development projects.
National expertise on topics affecting urban communities, including economic recovery strategy and
evaluating opportunities to develop equitable growth strategies and incentives.
Should you have any questions regarding our capabilities or wish to discuss any aspect of the contract in
further detail, please do not hesitate to contact us. We look forward to hearing from you.
Sincerely,
Gina Lavery, Executive Vice President & Principal
Lavervfaeconsultsolutions.com
ESI
Economic Development Consultant Services: Proposal for the City of Miami Beach
July 1, 2024
Table of Contents
Tab 2: Experience and
OrganizationalChan ..... ................................. _ ............................................................................................... 1
2.1. Qualifications of Bidder ................................... .................................................................................... 9
2.2. Similar Experience of Sub -consultants ............................................................................................... 15
2.3. Evidence of Prior Working Experience ............................................................................................... 17
Tab 3: Approach and Methodology
Approach to Project Management .................................................................................................................
19
General and Asset -Based Economic Development and Strategic Plans .........................................................
20
Economic Development Incentive Plans ........................................................................................................
21
Benchmarking and Competitive Assessments ................................................................................................
22
Cost/Financial Modeling and Real Estate Development Fiscal Analysis .........................................................22
Cost -Benefit Analysis ......................................................................................................................................
23
Workforce Trends and Target Indus" Analysis ......................... ......................................
................... ....... 24
EconomicForecasting ................................................................ ................................................................
_.24
EconomicImpact Analysis ..............................................................................................................................
25
Business Development Strategies ..................................................................................................................
26
Workforce/Affordable Housing ......................................................................................................................
26
ES' Table of Contents I Page I
Economic Development Consultant Services: Proposal for the City of Miami Beach
July 1, 2024
This page is intentionally left blank.
E5' Page ii
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.
Economic Development Consultant Services: Proposal for the City of Miami Beach
July 1, 2024
Tab 2: Experience and Qualifications
Organizational Chart
For each task order, ESI will assemble a team matching our expertise and relevant capabilities to the
requirements of the outlined assignment. Based on the needs of the City, we will call on our team of
subconsultants and network senior advisors for task orders based on their knowledge and expertise.
Support staff from each organization will perform a range of project functions under the direction of one
or more senior and technical staff. These functions include basic research, design services, and
administrative support. The use of support staff for appropriate functions will help to limit project costs
while maintaining the quality of all materials.
In the lead role, ES] will take full responsibility and provide management oversight throughout the
duration of each task to ensure satisfactory completion. The organization chart below shows how our
team will divide tasks and responsibilities.
PMp1*ln-
clp
M sonM
AdWsor
I sub-
L_-__________ ahCar cano-xw
sudrsper w swBsparAsrt
Econsult Solutions Partnering Firm
ES1Tab 2: Experience and Qualifications I Page 1
Economic Development Consultant Services: Proposal for the City of Miami Beach
July 1. 2024
Gina Lavery, M.C.P.
Executive Vice President & Principal I Principal -in -Charge
ES,ECONSULT
SOLUTIONS WC.
Areas of Expertise
Economic Development
Transportation Planning
Real Estate
Public Policy
Spatial Analysis
Data Visualization
Education
V C'P.,
University of Pennsylvania,
2016
B.A., Political Science & European
History
University of Pennsylvania
2009
Gina Lavery is an executive vice president and principal of ESI. At ESI, Gina
leads projects in the areas of economic development, real estate, and
transportation. She has completed numerous economic, fiscal, and social
impact studies for economic development initiatives, master plans, and
policy decisions for private and public sector clients. With previous
experience in public policy and advocacy, she understands the importance
of communicating complex economic dynamics for broad audiences.
Current Positions
Executive Vice President & Principal, Econsult Solutions 2024-Present
Philadelphia, PA
Lecturer, Weitzman School of Design, University of
2020-Present
Pennsylvania
Past Positions
Senior Vice President & Principal, Econsult Solutions
2020-2024
Philadelphia, PA
Director, Econsult Solutions
2018-2020
Philadelphia, PA
Associate Director, Econsult Solutions
2017-2018
Philadelphia, PA
Research Analyst, Jones Lang LaSalle
2016-2017
Philadelphia, PA
Associate Director, Government Affairs, University of
2012-2016
Pennsylvania
Philadelphia, PA
Coordinator for Federal Affairs, University of Pennsylvania
2009-2012
Philadelphia, PA
Select Project Experience
New York City's Nightlife Economy: Performed a study to estimate the
direct, indirect, and induced economic impact of nightlife attivity in New
York City. Analysis assessed current and historical trends within each
borough.
Impact of Commercial As -of -Right Incentives in New York: Assessed New
York Cites commercial as -of -right incentive programs to assess their
effectiveness and to identify potential reforms to increase program
efficiency and support equitable development throughout the city.
Economic and Workforce Impact Analyses of the Philadelphia Navy Yard:
Evaluation of the economic and social impacts of the existing Navy Yard
campus and 20-year Master Plan.
ar St Tab 2: Experience and Qualifications I Page 2
Economic Development Consultant Services: Proposal for the City of Miami Beach
July 1, 2024
Peter A. Angelides, Ph.D., AICP
President & Principal
E$'ECONSULT
WLUTKNNS INC.
Areas of Expertise
Real Estate
Transportation
Economic Development
Tax Policy
Gaming
Litigation
Education
Ph.D,, Economics,
University of Minnesota
1998
M.S., Economics,
University of Minnesota
1996
M.C.P.,
University of Pennsylvania
1988
B.A., Urban Studies,
University of Pennsylvania
1987
Dr. Peter Angelides is president and principal of ESI and a member of the
teaching faculty at the University of Pennsylvania. Dr. Angelides has high-
level expertise in both economics and city planning, applying critical
economic thinking to projects in real estate, economic development,
transportation, tax policy, valuation and litigation. He assists clients in
many industries, including real estate development, transportation, local
and regional government, affordable housing, gaming, utilities, and
insurance.
Current Position
President & Principal, Econsult Solutions 2020-Present
Philadelphia, PA
Past Positions
Lecturer, Jefferson University 2021
Philadelphia, PA
Lecturer, University of Pennsylvania 20D4-2020
Philadelphia, PA
Senior Vice President & Principal, Econsult Solutions 2013-2020
Philadelphia, PA
Vice President, Econsult Corporation 2008-2013
Philadelphia, PA
Director, PricewaterhouseCoopers 2001-2D08
Philadelphia, PA
Senior Associate, Charles River Associates 1999-2001
Washington, DC
Consultant, Putnam, Hayes & Bartlett 1997-1999
Washington, DC
Urban and Environmental Planner, Wallace Roberts & Todd 1990-1992
Philadelphia, PA
Select Project Experience
USDOT RAISE Grants (formerly BUILD and TIGER grant applications): Dr.
Angelides has provided benefit -cost analyses for several applications over
the years under the RAISE, BUILD, and TIGER grant programs.
Economic Development and Retail Plans: Specific locations include
Williamsburg, VA; Media PA; Ohio City, OH; Coatesville, PA; and Reading
Terminal Market.
ES1Tab 2: Experience and Qualifications I Page 3
Economic Development Consultant Services: Proposal for the City of Miami Beach
July 1, 2024
David Stanek Ph.D.
Vice President ( Project Director
ES'ECONSULT
$OLUTION$ INC.
Areas of Expertise
Transportation
Land Use and Zoning
Research Methods
Local Public Finance
GIS
Property Value Impacts
Education
Ph.D., City and Regional
Planning,
University of Pennsylvania
2020
David Stanek, Ph.D., is a vice president at ESI and an urban planner who
specializes in combining data science techniques, geographic information
systems, and qualitative research methods to evaluate the role and influence
of economic development and land use interventions on residents, places,
and municipal budgets. Prior to joining ESI, he was a land use and zoning
researcher at the Penn Institute for Urban Research. He has taught land use,
urban policy, and public finance at Rutgers University and Hunter College and
has consulted on projects for a variety of clients including the World
Monuments Fund, Arup, the William Penn Foundation, Ford Foundation,
USAID, the Urban Institute, and WSP as well as several municipal
governments.
Current Position
Vice President, Econsult Solutions 2023-Present
Philadelphia, PA
Director, Econsult Solutions 2022-2023
Philadelphia, PA
Land Use Zoning Researcher, University of Pennsylvania 2021-Present
Philadelphia, PA
Past Positions
Adjunct Professor, Hunter College 2019-2021
New York, NY
Lecturer, Rutgers Business School 2013-2021
M.A., City and Regional
New Brunswick
Planning,
Rutgers University
Select Project Experience
2011
GAIT Business Case Development for New Jersey Transit: Ongoing work with
B.A., International Relations
the Center for Advanced Infrastructure and Transportation (GAIT) at Rutgers
and Music Composition,
Lehigh University
University to develop astandardized framework for evaluating the relative
2005 merits of NJ TRANSIT'S capital projects
New York Metropolitan Transportation Council Regional Waste Movement
Study: Eighteen -month research study to evaluate present and current
movement of waste throughout the New York metropolitan region.
Freddie Mac Land Use Index: Ongoing project to construct a nationwide
dataset of land use regulations in partnership with the Penn Institute for
Urban Research at the University of Pennsylvania as part of a three-year
project sponsored by Freddie Mac. Using a combination of brute force data
collection and machine learning methods, this National Land Use Restrictive
Index shows the maximum number of housing units that can be built under
existing zoning regulations.
ESITab 2: Experience and Qualifications I Page 4
Economic Development Consultant Services: Proposal for the City of Miami Beach
July 1, 2024
Brian Licari
Vice President
Areas of Expertise
Project Management
Data Analysis
Economic Development
Urban Planning
Impact Analysis
Education
Certificate in Commercial Neal
Brian Licari is a vice president at ESI. His Career background and interests are
in analyzing, developing, and implementing economic development and
community revitalization strategies ranging in scale from the grassroots
neighborhood level to regional business development efforts. With direct
work experience in the public, private, nonprofit, and academic sectors, he
has a deep understanding of the needs and motivations of stakeholders at
different levels of local, regional, state, and national involvement.
Mr. Licari has extensive experience working with multidisciplinary project
teams and distilling and communicating complex information to support
policy and decision making. He thrives at all levels of communication,
including community and stakeholder engagement, client management,
training facilitation, staff mentoring, presentation material development,
public speaking, and technical writing.
Current Position
Vice President, Econsult Solutions 2023-Present
Philadelphia, PA
Past Positions
Senior Associate, Development Strategies, Inc. 2011-2023
Philadelphia. PA/ St. Louis. MO
Estate, Cornell University
Government Services Consultant, Bronner Group ULC, 20081
2021
Chicago, It
Certificate in Geos phial
Implementation Specialist, Operations Redesign, New York 2005-2008
Analysis a visualization,
City Department of Buildings, New York, NY
University of Illinois at Chicago
Select Project Experience
zolo
Montgomery County (MD) Life Sciences Real Estate and Land Use
M.A., Urban Planning, Robert E.
Wagner school of Public
Compatibility Study: Analyzed economic and real estate data related to life
service, New York University
sciences development trends in the county, conducted best practices
2005
research on innovation districts, and devised strategies for bolstering the
B.A., Psychology, University of
county's innovation ecosystem.
North Carolina at Chapel Hill
Philadelphia City Planning Commission (PCPC) Best Practices In
000
Comprehensive Planning: Worked closely with PCPC to develop summaries of
leading practices in comprehensive planning across a series of topics framed
within the lens of equity, including, but not limited to housing, education,
public realm, neighborhoods, and zoning. This included identifying key
aspects with the Comprehensive plans of peer cities and documenting
national research on each area.
Real Estate Development Market Studies: Conducted market studies for
wide range of real estate projects, including proposed mixed -use
development for Low -Income Housing Tax Credit (LIHTC) applications and
evaluating the feasibility of Transit Oriented Development (TOD).
Es 51 Tab 2: Experience and Qualifications I Page 5
Economic Development Consultant Services: Proposal for the City of Miami Beach
July 1. 2024
Anne Bovaird Nevins
ESI Senior Advisor
EQ,ECONSULT
��llll SOLUTIONS INC.
Areas of Expertise
Economic Development
Community Development
Small Business Finance
Business Attraction and
Retention
Inclusive Growth Strategies
Anne Bovaird Nevins is a senior economic and community development
executive with nearly two decades of experience in the field. Anne currently
serves as Director of Economic Development with Accelerator for America
(AFA), a national nonprofit organization that finds and develops solutions to
drive equitable economic and community development and shares them with
cities to create national change from the ground up. Accelerator for America
is led by an Advisory Council comprising mayors, corporate and non-profit
executives, and labor leaders from across the U.S. Mayor lane Castor of the
City of Tampa is an active member of AFA's Advisory Council.
In her current role, Anne leads AFA's technical assistance and capacity -
building work related to economic and community development, including
supporting 14 communities across the country through the U.S. Department
of Transportation's Thriving Communities program. Through this program,
Anne is supporting the Broward Metropolitan Planning Organization and its
community partners to develop a toolkit that will advance transit -oriented
development along key corridors. Additionally, Anne leads AFA's Data for
Housing Solutions initiative to replicate and scale more data -informed
solutions to affordable housing needs across 17 cities, including Tampa.
Prior to joining AFA, Anne served as President of PIDC, Philadelphia's official
Real estate
economic development corporation, with the mission to spur investment,
Education
support business growth, and foster developments that create jobs, revitalize
MBA, The Wharton School
neighborhoods, and drive inclusive growth to every corner of Philadelphia.
University of Pennsylvania
Anne held a variety of leadership roles over 16 years with the organization,
2007
including leading PIDC throughout the COVID-19 pandemic.
B.A., Political Science
Anne's leadership was integral to Philadelphia's efforts to respond to the
University of Pennsylvania
1999
pandemic, restart the economic momentum of the city, and position
Philadelphia to recharge and reimagine the cites economic future. Under her
leadership, PIDC deployed over $71 million in COVID-19 relief to more than
5,200 small businesses. Over 65%of the COVID-19 small business relief
dollars through PIDC were delivered to minority -owned enterprises.
Anne also ensured that PIDC advanced critical, long-term priorities to drive
equitable and inclusive economic growth in Philadelphia. During her tenure,
PIDC invested more than $32 million in 16 commercial and mixed -use projects
led by developers of color throughout Philadelphia. Anne also oversaw the
selection of Ensemble/Mosaic as the new development partner for 109 acres
at the Navy yard, which will deliver $2.5 billion of investment, more than 4.5
million square feet of commercial and retail development, more than 4,000
units of residential development, and represents an unprecedented
commitment to diversity, equity, and inclusion. Under Anne's leadership,
PIDC recently announced the search for a new development partner for the
Lower Schuylkill Biotech Campus to develop 40 riverfront acres in Southwest
Philadelphia that will catalyze inclusive economic growth.
EstTab 2: Experience and Qualificadons I Page 6
Economic Development Consultant Services: Proposal for the City of Miami Beach
July 1, 2024
Catherine Timko
President, The Riddle Company
Catherine Timko is the founder of The Riddle Company, an economic and real
estate development marketing firm and a Senior Advisor at ESI. Catherine is a
nationally recognized expert on downtown and neighborhood retail
development and attraction.
She has advised communities and investors on the use of economic
development programs and financing and has been instrumental in the
development of tools to advance retail attraction and investment. The retail
plan created for Center City Philadelphia and the retail investment campaign,
THE
"Be In On It", achieved national recognition and resulted in significant new
RIDDLE COMPANY
retail investment.
Stdo" 1 ImplemmNdnn I in",
Ms. Timko is a city planner who, earlier 1n her career, worked for the City of
Areas of Expertise
Miami Beach as the project manager for South Pointe (Soli District) and
Wallace, Roberts and Todd (Miami Office) focusing on downtown planning
Retail Attraction
and economic and commercial revitalization. She has been involved in more
Retail Market Analysis
than 100 downtown and economic development planning and marketing
Economic and Neighborhood
projects nationwide including in South Florida. She has been instrumental in
Development
the development of critical financing and marketing tools while working in
Business Development
local government and as a consultant to public and private investors.
Business Attraction
Catherine has a strong understanding of the regional economic
Education
competitiveness and market dynamics having completed projects for
communities and clients in Georgia and Florida.
B.S., Urban Studies
university of Delaware
In the past 30 years, she has consulted with communities, economic
development organizations, and BIDS of all sizes in Pennsylvania, Maryland,
New Jersey, Virginia, Georgia, and Washington, D.C., advising them on retail
and business attraction programs and business development initiatives with
measurable success. Public experience includes projects for the City of North
Miami Beach, West Palm Beach C DA, Downtown DC BID, Invest Atlanta,
Washington DC Economic Partnership. Catherine is an active member of APA,
PADA, IEDC, ULI, and ICSC, and is the former Dean for Economic Development
for ICSC University of Shopping Centers.
Select Project Experience
Downtown Retail Strategy, Center City District PHI.: Completed in 20D9;
Implementation through 2020
Employment Strategy —DowntownDC BID: Completed 2023
Business Attraction/Branding Strategy — North Miami Beach
ESITab 2: Experience and Qualifications I Page
Economic Development Consultant Services: Proposal for the City of Miami Beach
July 1, 2024
Sylvie Gallier Howard
Founder and CEO, Equitable Cities Consulting
Sylvie Gallier Howard is a Senior Advisor at ESI and Founder & CEO of
Equitable Cities Consulting, a practice focused on expanding the field and
impact of inclusive, equitable economic development. Sylvie Gallier Howard
has extensive experience leading organizations and diverse teams in the non-
profit, private and public sectors. In her most recent tenure as Acting
Commerce Director and as a cabinet member of Philadelphia's City
government, she spearheaded economic development planning and
implementation processes for the City in areas of inclusive growth, workforce
development, equitable entrepreneurship and recovery. Just weeks after the
equitable
COVID-19 shut -downs and the successive civil unrest, she oversaw the
creation of two distinct emergency grant programs to support small, Black
Clues
and brown businesses. Other notable accomplishments include serving as co -
lead for the city s bid for Amazon's HQ2, spearheading the development of a
public -private partnership to develop the region's global identity and
Areas of Expertise
overseeing the City's first comprehensive incentive analysis. She also initiated
Public Policy
the launch of Kiva City Philadelphia, a zero -interest micro -business loan
Economic Development
program, and was part of a small team that led the Cites successful effort to
become the first World Heritage City in the U.S.
Climate Justice
Education
Prior to joining government, Sylvie spent her career in the non-profit sector
and running her own small business. For six years, Sylvie was the Principal and
M.S., Sociology —Gender
Founder of Clementine Consulting, providing guidance to non -profits and
Studies, Facultad
Latinaamericana de Ciencias
social enterprises working in areas such as education, social justice, economic
Sociales
development and immigration. Sylvie has also served as the Executive
Director of two community -based non -profits in Philadelphia: The Northwest
Fund and The Empowerment Group. At the Empowerment Group,
B.A., international Relations,
Sylvie started Philadelphia's first bilingual Spanish -English entrepreneurship
Barnard College
training program.
Sylvie serves on the board of directors of the Fund for the School District of
Philadelphia and Independence Charter School. She is fluent in Spanish and
French.
Since starting Equitable Cities Consulting in January 2021, Sylvie has worked
on projects related to digital equity and tech workforce development, global
best practices for embedding workforce development into innovation districts
in New South Wales, building workforce development pipelines between
schools and employers for the US Navy supply chain, and building a course for
the Federal Reserve Bank targeting small cities cohorts to develop equitable
small business recovery strategies embedded in racial equity. Sylvie is
currently supporting the equitable economic development of focused urban
revitalization projects in Trenton and Baltimore and is co-authoring a global
toolkit for Mayors to achieve a just and equitable transition as they enact
climate change actions.
ESITab 2: Experience and Qualifications I Page 8
Economic Development Consultant Services: Proposal for the City of Muni Beach
July 1. 2024
2.1. Qualifications of Bidder
Firm Overview
Econsult Solutions, Inc. (ESI) is a boutique consultancy providing analysis and insights at the intersection
of economics, planning, and public policy. We leverage the skills and experience of our team to help our
clients find practical solutions to their complex challenges.
ESI provides non-profit organizations, businesses and public policy makers with economic consulting
services and advisory services in the following practice areas:
• Economic Development • Real Estate
• Equity & Inclusion • Thought Leadership
• Government & Public Policy • Transportation & Infrastructure
• Litigation Support • Universities & Hospitals
ESI has deep expertise in urban economics and the interrelated issues of equitable economic
development, human capital, infrastructure, and land use in cities and metropolitan regions. Our
interdisciplinary team of economists, planners, and policy experts bring a unique combination of
quantitative skills and expertise to deliver rigorous analysis and solutions. Our clients include
government and quasi -government organizations, private sector businesses, economic development
agencies, and research organizations, with much of our work occurring at the intersection of the public
and private sector.
Staff members have outstanding credentials, including active positions at the university level, hands on
experience within the public policy process, and extensive consulting experience. The diverse skills sets
of our staff and advisory board enable us to leverage appropriate subject matter expertise, technical
skills and experience for each engagement.
ESI applies our expertise and interdisciplinary approach to help improve the
'✓• environments in which we work and live. Based in Philadelphia, ESI supports clients
nationwide. The firm has been recognized as one of the fifty most community -minded
--' companies in Pennsylvania, New Jersey, and Delaware in 2021, 2022, and 2023 by the
Civic 50 of Greater Philadelphia.
ESI is a certified small business and S-Corporation organized under the laws of the Commonwealth of
Pennsylvania that works nationally and internationally to offer a one -of -a -kind blend of cross -discipline
experience and strategy. The 'Econsult' business has been in continuous operation since 1979 with the
founding of Econsult Corporation.
Our work reflects our commitment to driving positive, lasting economic change, and building stronger
communities in measurable ways. The firm also boasts a racially and ethnically diverse staff and has a
long history of participating in and leading teams that are racially and ethnically diverse. Social
responsibility is an integral part of our philosophy. Members of our team sit on the boards of and
volunteer for community -based organizations.
E$' Tab 2: Experience and Qualifications I Page 9
Economic Development Consultant Services: Proposal for the City of Miami Beach
July 1, 2024
The Great Senaca Plan: Connecting Life and Science
Maryland -National Capital Park and Planning Commission, Montgomery County, MD 12023
Maryland -National Capital Park and Planning Commission's Montgomery
County Planning Department (Montgomery Planning) is in the process of
creating the Great Seneca Plan: Connecting Life and Science, which is an
update to its 2010 Great Seneca Science Corridor Master Plan. Both plans
seek to encourage mixed -use, life -sciences -focused development in the Life
Science Center (LSC), the section in the Great Seneca Plan area that serves as
the county's premier cluster of private life science activity. The LSC also
includes the Universities at Shady Grove, the Adventist Healthcare Medical
Center at Shady Grove, and the National Cancer Institute.
Client Contact
The current Great Seneca Plan update seeks to reinforce and catalyze the
mixed -use land use and placemaking principles established in the 2010 plan,
Benjamin Kraft
with an emphasis helping to address the county's housing crisis and make
Research Planner
Montgomery County Planning
the LSC more competitive as a hub of economic activity.
242S Reedie or
Silver Santis MD, 20902
To inform this plan update as well as the countywide approach to planning
benamn1c aft@momnomervolan
for the life science industry more generally, Montgomery Planning engaged
30149mi
ESI to provide its expertise regarding economic development best practices
5 i536
301-495
for the life science industry. While the report provides background and best
practices related to the life science industry in a broad sense, including
Star[ Date: June 2023
topics such as entrepreneurship and workforce development, its main focus
End Date: November 2023
is on the real estate needs of the life science industry, how they related to
the competitiveness of life science clusters, and the feasibility of co -locating
Project Partners:
housing on or near sites with existing life sciences or healthcare uses in the
Comer: International
LSC and the rest of Montgomery County.
ES] conducted economic and real estate analyses to understand the current
Analytical Capabilities
area's competitiveness for attracting new life sciences investment and
Real Estate saartat Anahsis
development and the steps needed to bolster the industry. We conducted
land use and Site Selection
stakeholder interviews with leaders in the life sciences space, including
Analysis
Best P.actices Research and
developers, economic development professionals, and innovation experts,
Analysis
and provided case studies of other competitive innovation districts to
Strategic Recommendations
understand organizational structure,funding, and foundational history and
their approaches to supporting mixed -use development. Strategic
recommendations were developed for Montgomery Planning recognizing
that sound land use policy is be pivotal to facilitating the right types of life
sciences and complementary real estate development over the next decade,
and that there are critical elements of the life sciences ecosystem that will
require more strategic and intentional involvement from regional
institutions, economic development organizations, and the public and
private sectors.
Read the study here: https://montgomeNplanning.org/wp-
content/uploads/2024/01/Monteomew-County-Life-Sciences-Real-Estate-
and-Land-Use-Comoatibilitv-Studv January-2024.odf
Es' Tab 2: Experience and Qualifications I Page 10
Economic Development Consultant Services: Proposal for the City of Miami Beach
July 1, 2024
Tourism as an Economic Engine for Greater Philadelphia
Visit Philadelphia, Philadelphia, PA 1 2015-2022
ESI was retained by Visit Philadelphia to quantify the impact of tourism in
the Philadelphia region each year from 2015-2022.
Client Contact
Angela Val
CEO
Visit Philly
Was Market Street 113900
Phi ideipnia, PA 19103
neelal®visitnhiliv.cam
215-599-0716
To do so, ESI combined numerous industry data sets and modeling
techniques to produce reliable and granular estimates of industry
performance and impact. ESI also generated reports and summary context
that help to provide context for industry performance and communicate its
impact to key audiences.
ESI employed index modeling techniques to estimate regional visitation
trends. This approach used a variety of statistical inputs of industry
performance, including hotels, attractions, transportation, and employment
to estimate visitation trends by season and segment. Estimates were
generated by visitor type (day and overnight), trip purpose (leisure and
business) and geographic location (city and suburbs).
Visitor spending was estimated as a function of growth in visitation and
changing patterns in per capita visitor spending, which are derived through
a broad "basket" of indicators on consumer behavior, industry
performance, and economic measures like inflation. Visitor spending was
translated into economic impact using industry standard input-output
modeling and into tax revenue impacts for state and local government.
Star[ Date 2015
This economic analysis was enhanced through use of industry data sets
End Date 2022
such as leisure and hospitality employment, business establishment data in
Analytical Capabilities
visitor -serving sectors, and municipal tax data to provide additional context
Economic Impact Analysis
on the impact of the tourism industry on the local economy. ESI has used
Fiscal impact Analysis
spatial analysis to track the distribution of tourism activity into
Philadelphia's neighborhoods, longitudinal analysis to benchmark
Philadelphia's tourism growth relative to national and peer trends over
time, and other custom analyses that help shed additional light on
important trends in the local tourism economy and communicate its
importance to pol icyma kers.
Es' Tab 2: Experience and Qualifications I Page 11
Economic Development Consultant Services: proposal for the City of Miami Beach
July 1, 2024
Philadelphia Navy Yard Economic and Fiscal Impact
Philadelphia Industrial Revitalization Corporation (PIDC), Philadelphia, PA 12020-2023
The Navy Yard is a successful repositioning story of turning the once
bustling Philadelphia Naval Shipyard into a modern, commercial campus. Its
legacy as a major economic driver is restored through the proactive
interventions by PIDC, and today the Navy Yard Is a campus of technological
innovation, food production, and fashion, and is one of the region's most
vibrant employment hubs.
During its peak in World War II, the Philadelphia Naval Shipyard employed
40,000 people. After operating for nearly 200 years, the Philadelphia Naval
Shipyard officially closed in 1996. With a large piece of industrial heritage
and economic production closed, PIDC, on behalf of the City of Philadelphia,
acquired the former naval shipyard and commenced the effort of
Client Contact transitioning the site to new uses. PIDC invested significantly in
Kate McNamara infrastructure at the Navy Yard, and in 2004 commissioned the first Master
Executive Vice President, Navy Plan for the Navy Yard.
Yard
PIDC In 2020, ESI was hired by PIDC to evaluate the economic impacts of the
4747 scum Broad street redevelopment of the N avy Yard. ESI has additiona lly su pported P l DC in
Building 101, Suite 120
Philadelphia, PA 19112 2022 and 2023 with revised analyses of the Master Plan of the campus.
kmcnamarad)PIKohila.com Since 2002, PIDC's strategic business attraction effort has led to $1.7 billion
2154882-1883 in construction at the Navy Yard, with more to come with the potential
Start Date: October 2020 redevelopment of the Muslin and Historic Districts. In total, the
End Date: November 2023 redevelopment has resulted in the return of significant employment to the
Navy Yard, with 15,DD0t employees now working in a diversity of jobs,
Analytical Capabilities including offices in the life sciences and biotechnology —sectors
Impact Analysis strategically important for the Philadelphia economy.
ESITab 2: Experience and Qualifications I Page 12
Economic Development Consultant Services: Proposal for the City of Miami Beach
July 1, Z024
Office Adaptive Reuse Taskforce
New York City Economic Development Corporation (NYCEDC) , New York, NY 12022
In 2022, ESI and Packard Beasley Consulting were engaged by the New York
City Economic Development Corporation (NYCEDC) to provide management
and technical support to a city -council mandated task force study that
provided strategic recommendations to encourage the conversion of vacant
or commercially unviable office space to other uses, with an emphasis on
housing. Throughout the project, the ESI team worked closely with the New
York City Department of City Planning, who managed the task force.
Client Contact
Man rim
Vice President
NYCEDC
One Liberty Plaza, 165 Broadway
New York, NY 10006
artiness.,
212-3124239
Analytical Capabilities
Research Evaluaaon
Financial Feasibllxy Analysis
Qualitative Research
Scenario Development
Commercial Real Estate Analysis
The Office Adaptive Reuse Task Force was convened following declines in
office utilization in New York City as a result of the COVID-19 pandemic and
ongoing work -from -home policies. Historically high vacancy rates, paired
with strong demand for housing in high -density commercial districts,
suggested an opportunity to examine regulations governing conversions
and evaluate the potential of financial incentives to encourage the
production of affordable housing. ESI completed four components:
Evaluated an analysis of the commercial and residential markets in New
York City completed by the New York City Economic Development
Corporation and suggested research methods to Carry out the
remainder of the work.
Conducted 26 interviews with nearly 40 industry experts, including brokers,
property owners, engineers, architects, developers, and bankers.
Created a series of future scenarios to benchmark the range of possibilities
for the office market based on projected supply and demand for office
space.
Built a model to assess the financial feasibility of converting specific office
buildings to residential uses.
These efforts informed the task force on making recommendations to the
City and State of New York on regulatory and zoning changes as well as
financial incentives to secure the future of the New York City office and
residential markets.
Read the study here: httos,//econ5ultsolutions.com/nvicedc-office-adaptive-
reuse-task-force/
ESITab 2: Experience and Qualifications I Page 13
Economic Development Consultant Services: Proposal for the City of Miami Beach
July 1, 2024
STATEMENT OF EXPERIENCE
Economic Development Master Plan for Delaware's Three Rivers Area
Riverfront Development Corporation, Delaware 2nd Senatorial District 12023
Megan MCGlinc ey
Executive Director
Riwdront Development
Corporation of Delaware
815 Nstoon street
Wilmington, DE 19801
Stan Date: July 2022
End Date:lan 2023
Opportunity Lives Here: An Economic Development Master Plan for
Delaware's Three Rivers Area is a comprehensive strategy to build the local
economy of a distressed area that has key assets for inclusive growth. ESI
led a team of land use planners and community outreach strategists in
developing a master plan that is informed by implementable examples and
presents real opportunities for equitable economic development.
ESI's approach to developing the master plan for economic development
for the Three Rivers Area is built on the themes of resilience, opportunity,
and wellness. The area, which spans three jurisdictions in northeast
Delaware, has a history of industrial and commercial development centered
on transportation assets. Having long been stressed by disinvestment,
properties in need of redevelopment are presented as key opportunities for
adaptive reuse for high -growth business sectors and with an aim to meet
the needs of residents. The area's ready workforce coupled with workforce
development opportunities, as well as a desirable quality of life and
commerce -supporting transportation assets are highlighted as benefits for
business and resident attraction.
Analytical Capabilities
The ESI team developed a series of actionable recommendations that are
Strategic Planning and Facilitation
informed by the stakeholder engagement process, and case studies drawn
Survevand Piano, R... P:h
from peer regions. Assessments of available land include summaries of land
Geoxpatiai Analysis and Data
vbual cal
development regulations.
Read the study here:
httos://econsultsolutions.com/case studies/opportunity-lives-here-
economic-development-master-plan-for-delawares-three-rivers-area/
ES' Tab 2. Experience and Qualifications I Page 14
Economic Development Consultant SerAces: Proposal for the City of Miami Beach
July 1, 2024
2.2. Similar Experience of Sub -consultants
Equitable Cities Consulting
Stakeholder Engagement for Strategic Reorganization of Delaware County Commerce Center
A 2019 economic development strategic plan and analysis led by Econsult Solutions recommended that
the Delaware County Commerce Center and its affiliates explore a reorganization, rebranding and
enhancement of its existing programs and services. Based on this recommendation, the Delaware
County Commerce Center hired Equitable Cities Consulting to assist with facilitation of discussions
among its key stakeholders to explore the possibilities related to a new organizational model and
identity. Equitable Cities Consulting served a trusted partner to the Delaware County Commerce Center
by engaging approximately fifty relevant stakeholders in focus groups and interviews to inform the
future structure of Delaware County's economic development service delivery model.
Reference Information:
Laura Goodrich Cairns, Delaware County Commerce Center Director
Delaware County Commerce Center
100 W. Sixth Street
Media, PA 19063
lecairnsfddelcooa.org
610-566-2225
Building Talent Pipelines For The U.S. Navy's Maritime Supply Chain For The U.S. Navy
Equitable Cities Consulting is representing Rhoads Industries, a major employer in the U.S. Navy supply
chain, as part of the U.S. Navy's Philadelphia Workforce Pipeline Program, an initiative focused on
building an ongoing pipeline of workers from Career and Technical Education (CTE) high schools,
community colleges, and vocational schools in the region to support the talent needs of the U.S. Navy's
supply chain of companies. The focus of Equitable Cities Consulting's work has been to build stronger
rapport between employers and training providers that educate under -served communities, to foster
increased economic opportunity.
Reference Information:
Joseph Welsh, Government Affairs
Rhoads Industries, Inc.
1900 Kitty Hawk Avenue
Philadelphia, PA 19112
iwelsh@rhoadsinacom
215-910-2058
ES1Tab 2: Experience and Qualifications I Page 15
Economic Development Consultant Services: Proposal for the City of Miami Beach
July 1, 2024
Just Transition and Equitable Development in Climate Action For C40
Equitable Cities Consulting has worked with C40 on three projects related to Just Transition: 1.) ECC
recently developed a Global Tool kit for Mayors on the topic of lust Transition; 2.) C40
commissioned several papers to explore the topic in the U.S., Europe and South Africa. Equitable Cities
Consulting authored the U.S. Paper: 3.) ECC recently completed research on how cities can better
engage union labor in climate change.
Reference Information:
Jazmin Burgess
Director, Inclusive Climate Action
C40 (London office)
ibureessOc40.ore
The Riddle Company
TRC has been marketing the disposition of real estate at Fort Monmouth, a nearly 1,200-acre former
military site in NJ since 2017. Our work includes development of an industry oriented marketing
strategy targeted to discreet audiences (investors, developers, site selectors, retail anchors, technology
users and production/maker space), an interactive roadshow, industry oriented PR and social media.
All marketing is wrapped around the brand, "Discover, Innovate and Transform". The marketing tool box
we created includes industry centric data sets including a commuter shed for talent and business
attraction, a series of aerials and maps to illustrate progress and industry clusters, investor
presentations, site tours, and traditional and social PR and media. This work is augmented with targeted
outreach and industry presentations to raise the profile of the Fort among priority audiences. We
created a contact tracking system to monitor outreach and results and developed metrics to benchmark
progress and content.
Our data driven approach resulted in capturing interest of potential tenants including maker spaces,
entertainment uses including Netflix, tech accelerators/incubators, residential developers (Somerset,
Lennar), retail and food related uses including breweries, a ghost kitchen and wedding venue. Netflix
purchased the last parcel (289 acres) for a new 20 studio campus for filming and gaming.
Reference Information:
Sarah Giberson, Director of Marketing & Real Estate Development
Fort Monmouth Economic Revitalization Authority
sgiberson@finera.com
732-232-3699
2017 to current (ongoing ten-year contract)
ES' Tab 2: Experience and Qualifications I Page 16
Economic Development Consultant Services: Proposal for the City of Miami Beach
July 1, 2024
2.3. Evidence of Prior Working Experience
ESI has prior experience collaborating with both the Riddle Company and Equitable Cities Consulting.
The founders of both firms also serve on the ESI Senior Advisory Board. The Riddle Company is a
frequent collaborator on retail and market studies. Equitable Cities Consulting has worked with ESI on a
variety of projects involving economic development.
Philadelphia Economic Development Ecosystem Analysis and Integrated lobs & Economic
Development Roadmap Steering Committee
Equitable Cities Consulting was contracted by the William Penn Foundation to carry out an analysis of
Philadelphia and Camden's economic development ecosystem, through a combination of desk research
and interviews. As a next phase, The Pew Charitable Trusts hired Equitable Cities Consulting - in
partnership with Rvesta Consulting and Econsult Solutions - to assist a newly formed Steering
Committee in selecting key priorities the greatest potential for long-term, collective action and building
an inclusive and resilient future for our city, ultimately increasing the number of quality jobs in
Philadelphia.
Reference Information:
Elinor Haider
Director, Philadelphia Research and Policy Initiative
The Pew Charitable Trusts
ehaider(aloewtrusts.ore
Retail Marketing & Attraction for Invest Atlanta
The Riddle Company and ESI completed a market analysis for four submarkets in Atlanta for Invest
Atlanta in 2014 and updated the data and research annually through 2017 and implementation through
2023. We defined discreet trade areas for several emerging submarkets in the city including the Old
Fourth Ward, Downtown, the Cascades, and the Westside. TRC supported IA for 8 years on retail and
business attraction including for future planned communities along the Beltline and at Fort McPherson.
Data sets and metrics have been updated annually to reflect investment and market nuances. Our
undertakings have:
ESITab 2: Experience and Qualifications I Page 17
Economic Development Consultant Services: Proposal for the City of Miami Beach
July 1, 2024
• Demonstrated market potential for retail sectors and mixed -use development.
• Attracted several grocers to the market - Sprouts, Aid!, Lidl, Whole Foods and Earthfare.
• Validated the market to national investors.
• Resulted in over 100 new investor and retail relationships on behalf of Atlanta, including at Fort
McPherson and along the Beltline
Reference Information:
Dr. Eloisa Klementich, CEcD President & CEO
Invest Atlanta
eklementich O i nvestatl anta.com
(404) 880-4100
Contract Term: Initial work 2014-16; Ongoing implementation 2017 — 2023 (interrupted during Covid
from 2021-2022)
Demographic, Market & Psychographic Study, BWI International Airport, Baltimore, MD
The Riddle Company and ESI have undertaken several studies for BWI since 2019. We completed an in-
depth demographic and psychographic analysis for the airport and have provided ongoing updates. We
evaluated critical market and economic data for thirteen submarkets that comprise the primary
customer base and a custom "trade area", and passenger data to support a 20-year RFP for retail
development and concession management, the largest airport contract ever to be undertaken in a US
airport.
Our research focused on traditional market and demographic data, including trends and patterns that
exist within & across the geographies. We also evaluated pre and post-covid data around employment,
consumer spending, product sales and preferences and commuter behavior. We completed an analysis
of shifts and patterns for select retail sectors including general retail goods, food, travel and transit.
We benchmarked the location using a comparative analysis of sales performance and services against 3
competitive markets and national industry averages. We identified best practices, programs and
performance and prioritized these based on the findings revealed in the analysis. This information has
been documented and presented in a report as well as a series of presentations for the client and their
partners. Our recommendations take into account shifts that emerged during the pandemic, post
pandemic and continue in the near term.
Reference Information:
Morris Williams, Director Commercial Development, BWI International Airport
Mwil liams8tal bwiairoort.com
cell: 443-882-1663
ES1Tab 2: Expenence and Qualifications I Page 18
Economic Development Consultant Services: Proposal for the City of Miami Beach
July 1, 2024
Tab 3: Approach and Methodology
The following highlights the ESI team's overarching approach and methodology to key areas requested
in the RFQ.
Approach to Project Management
ESI's project management process includes four major phases:
1. Project Initiation
Project Kickoff
We will work with the City of Miami Beach to establish goals and timelines, define success
criteria, approach, and initial assumptions. We will also establish a communications plan to
ensure both formal and informal methods of contact are established to ensure assignments are
completed on time and to the City's satisfaction.
2. Project Planning
Project Scope Management
We will collaborate with the City to validate the scope, define all project activities, develop a
project schedule, confirm budget, and determine all items needed for execution of a successful
project. During this stage we will proactively identify potential obstacles or risks to mitigate
delays or cost overruns.
3. Project Execution
Quality Assurance
We are highly aware of the need for quality, which permeates all the work we do. Our focus on
quality means that we prepare analyses so that they are transparent and easy to follow, and
therefore easy to check. For high stakes calculations, we will often reproduce an analysis
independently and compare the two to ensure accuracy.
Project Monitoring
Once a project is executed, we will work to perform said tasks and monitor progress towards
goals by tracking project schedules, task and performance of all staff and subcontractors. We
can adjust or change approaches as needed in the event of unplanned circumstances.
4. Project Closure
We will review final deliverables with the City and ensure all metrics are met and to client
satisfaction.
ESITab 3: Approach and Methodology I Page 19
Economic Development Consultant Services: Proposal for the City of Miami Beach
July 1, 2024
General and Asset -Based Economic Development and Strategic Plans
The ESI team can provide an assessment of current
Relevant Experience:
organizational capabilities and the Competitive
Connected Newark Smart City Strategy
environment. We will also provide a frank assessment of
The strategic plan for Newares Connected City Future
the organization's abilities to achieve stated objectives,
pnnrinzes opporcumtms as wen as higMighn ben
and how the organization must change to best achieve its
practices and defines implementation dead to help
objectives. Externally, in-depth assessments of the
Newark realhe its full technological potential. ESl
ompiled information and than undertook a SWOT
organization's services and those of its competition are
analyels and a review ofCOwO responses undernken
crucial.Finally, given organizational capabilities and
by the airy. Those then informed a four -pan plan for
competitive realities, the ESI team will help to re-evaluate
action.
objectives and adjust if they prove infeasible. In a public
aid, here for the Full report.
sector context, understanding the practices and
regulations of other urban areas is crucial to understanding
competitive dynamics.
When assessing markets and financial feasibility, ESI begins with a detailed understanding of local
demographics, economic activity, and competition, and their implication for the proposed investment.
Current data are readily available from a variety of reliable sources, but current conditions alone are
insufficient for market and feasibility analyses. Credible projections of demographic and economic
factors for relevant market areas over the near and long term provide a window into future potential
returns and help in identifying potential impact scenarios that must be considered for any investment.
The following outlines examples of what we include a background assessment of a given project:
Analysis
Description
Demographic Analysis
Provides an overview of local and regional demographic trends
that will give a synopsis for economic activities. Information will
include, but not be limited to, population, age distribution,
household characteristics, and selected COVID trends.
Local Policy and Incentive
Review of existing local policies, processes, and regulation, as
Analysis
well as special initiatives for economic growth which will give
insight to the policy assets, as well as explore potential
considerations that may enhance the economic development
efforts of Bismarck.
Infrastructure Analysis
Evaluate the existing and planned infrastructure, current land use
policies, and local land and buildings availability/inventory to
inform the foundational analysis that will contribute to building a
sustainable economic development plan.
Competitive Analysis
Explore benchmarks that examine data and policies from similar
cities and regional competitors of the existing economic base that
will gauge the competitive advantage of the City.
Business and Entrepreneurship
Explore the current business and entrepreneurial landscape of
Analysis
the City by examining key data points and policies related to
business development in the region.
Location Analysis
Supply GIS and data references that will map the location for
commercial and industrial growth. Also provide location quotient,
ESITab 3: Approach and Methodology I Page 20
Economic Development Consultant Services: Proposal for the City of Miami Beach
July 1. Z024
which uses employment data to measure the ability of the City's
current market to capture local economic activity.
Regional Labor and Workforce Perform the evaluation of local and regional labor characteristics,
Development Analysis market trends, employment development resources and
workforce training opportunities that will inform economic
analysis. This will include pre -pandemic trends over the past ten
years, future workforce needs, and capacity based on expected
economic trends in a post -pandemic economy.
Economic Development Incentive Plans
The evaluation of current and future economic development opportunities also depends on
understanding market trends and the implications of these trends Miami Beach. There are a multitude
of potential directions that the City could pursue, and that ESI is ready to undertake. Whether evaluating
a new retail development, hotel, commercial, or residential development, ESI will provide an
understanding of the risks and opportunities available in the market. We will help the City and its
partners to understand, in depth, the current size of the markets in question, projected growth or
decline in those markets, and a competitive assessment of current and future opportunities.
Relevant Experience:
independent Assessment of State Policies
Esl was retained by Team Pennsylvania foundation to compare Pennsvlvania's performance with 20 states on up to 25 core indicators of
economic pmpet3iveness. ESI looked at actions over the past decade In each of the rtatea to identify specific policy actions and
strategies that have been pursued In each of the states to build a matrix of options for both executive a legislative action, with focus
on business regulations and workforce development policies.
ESI presented its findings in a clear and easy to understand format through an interactive dashboard. The dashboard also specified
specific recommendations for action by the administration antl identified additional action items that would be undertaken though
legislative action. Highlighting examples and cases where similar Policy action worked in other states, our recommendations included
rationale for the policy, path for anion in Pennsylvania, and outcome expectations.
Relevant Experience:
Commercial As -Of -Right Incentive Analysis
In 2019, E51 assessed dl off m.is..I as -of -right incentive programs, the Relocation Employee Assistance Program (REAP) and the
Industrial Is Commercial Abatement Program (ICAPI. The purpose of the analyses was to assess the effectiveness of the programs and to
identify potential Worms to increase program efficiency and help support equitable development throughout the off.
Our work included spatial analysis of program recipients, using data provided by the Ol and estimated a proportion of the program
recipient activity That would not have occurred Knot for the Incentive programs. Using these mearl we developed economic and
fiscal Impacts of the incentive programs for each borough and Me chy. Additionally, we examined related incentive programs and
program modifications in other cities to help Ideinify suggested reforms for REAP and ICAP programs before their respective legislative
expiration dates. The analysis and recommendations helped inform pokcy positions In the legislative sessions that are grounded in
quantitative and qualitative research.
ESI
Tab 3: Approach and Methodology I Page 21
Economic Development Consultant Services: Proposal for the City of Miami Beach
July 1, 2024
Benchmarking and Competitive Assessments
ESI uses data such as the American Community Survey and the Survey of Consumer Finance as well as
standard tools such as ESRI's Business Analysis to evaluate market size and segmentation. By defining
specific geographies and market sectors, ESI can evaluate the specific demographics or competitive
landscape to evaluate market size and market
niches. In addition to using existing data and tools,
ESI uses surveys to gather primary information on
specific markets or sectors. These surveys can be
tablet -based, with geospatial information directly
incorporated into the survey. Respondents can be
generated through commercial response panels,
intercepts, or specially tailored methods to reach
hard to survey populations.
Relevant Experience:
Metropolitan t'vability, Index
Though nvomity can be difficult to define, it is generally
understood to include numerous factors that lead to greater
quality, of life and allow newcomers and longtime residents
alike to flourish. We know that to best chart our future, we
need to understand our current assets and how those stack
up in comprises to our most important competitors. The
goal of this Index is to provide a road map that will allow
Chamber of Commerce for Greater Philadelphia members to
best target initiatives to solidity regional strengths and
enhance regional weaknesses.
Relevant Experience:
The State of Cell and Gene Therapy in the Greater Philadelphia Region
Commissioned by the Chamber of Commerce for Greater Philadelphia and researched by ESI, The State of Cell and Gene Therapy In the
Greater Philadelphia Region compares cell and gene therapy (CGT) hubs in five key categories: research infastmcture, human capital,
Innovation output, commercial activity, and value proposition, ranking Philadelphia as second overall among 14 major hubs of CGT in the
us.
Relevant Experience:
New Jersey's Connected Economy
ESI was commissioned by the New Jersey Policy Research Organization (NJPROI Foundation to conduct an economic impact analysis of
New Jerseys connected economy. More explicitly, the report's analysis descries the broader economic impacts that the gain or loss of
jobs in key industry clusters would have on the state economy, as well as the subsequent impacts on other industries and regions of the
some.
Cost/Financial Modeling and Real Estate Development Fiscal Analysis
Armed with detailed demographic, economic, and competitive information, ESI can develop projections
of potential revenues for a proposed project as well as initial capital investment and ongoing operating
and capital costs to undertake the project. Financial feasibility is evaluated by developing detailed pro
forma of projected revenues, capital required and operating costs to calculate internal rates of return
and other measures of financial performance. As part of the financial feasibility analysis, ESI can
consider alternative capital market structures and their impacts on risks and return for proposed
projects.
While pro formas provide the quantitative information needed for comparing investment options, they
need to be constructed realistically, and the risks associated with the pro forma must be well
understood. ESI's approach to market feasibility will provide detailed projected investment returns, but
also specifically identify and evaluate the risks to those projections so that the City of Miami Beach can
make risk -adjusted comparisons with other uses of their scarce dollars in leveraging private investment.
ESITab 3: Approach and Methodology I Page 22
Economic Development Consultant Services: Proposal for the City of Miami Beach
July 1, 2024
Relevant Experience:
Bakery Square Mixed -Use Redevelopment
In Pittsburgh, PA, along -shuttered Industrial bakery property
has been undergoing revitalization In recent yean. the Bakery
Square redevelopment in and of itself stimulates the local
economy, and the mauive project is being undertaken in
phases.
To quantify the impacts of phase three, the developer, Walnut
oapaal Management turned to Econsult Solutions, Inc. ESI).
Anaryzmg local data on construction activity, and building
operations. ESI documented the economic Infusion in terms of
spending, jobs created, and fiscal imparts. The summarised
results of our findings makes the case for the project in a twp-
page executive summary that provides the client with a
document they ran share with officials, Investors, and site
selectors.
Further, our location analysis takes into
consideration the nature of the industry, which
often requires macro and micro economic analysis.
Miami Beach is home to many industries that benefit
extensively from the agglomeration economies of
the Miami metropolitan region, where companies
find it most profitable to locate so they can share
inputs, access a large labor pool, innovate, and
specialize. These agglomeration economies, along
with costs, Workforce preferences, incentives, and
other factors, influence location decisions. ESI
investigates the microeconomics of an industry to
understand how these interconnected factors are
changing. The result can indicate whether a firm needs a subsidy to locate in Miami Beach, or whether
the firm would locate in the City even without the subsidy.
Cost -Benefit Analysis
Our economists have conducted benefit -cost analyses for a variety
of governmental, non-profit, and private -sector clients. Projects
Select Clients:
have ranged from assessing digital payment systems to capital
.
Amtrak
Atlantic Beach, SC
investments in transportation and public housing. Some of the
rkmden county, ru
and costs of investments and policies are often
canbenefits avocRi
Del
oel9wam River Ton
River P
overlooked without such systematic analysis. Our team has
Authority
extensive experience evaluating project outcomes and providing
New Coale of
New H.en, CCTT
clients with the insights necessary to push projects forward or
Newyork city Dept. of
make strategic decisions. In addition to practical experience, many
Design and WnsmuRion
W Transit, PATco
of our staff have taught cost -benefit analysis at the university
Philadelphia, PA
level.
Sandusky, of
SEPTA
We use diagnostic tools and economic models to evaluate the
financial outcome of specific investments. Besides financial factors, such as revenue growth and cost
savings, we can measure intangible benefits such as impact on reputation, customers, and employees.
Our rigorous analysis helps our clients allocate valuable resources effectively. Our highly useful project
pro forma modeling and ROI analysis allow for clear decision making when the stakes are high, and the
risks need to be quantified.
Our benefit -cost analyses have been used to apply for federal grant programs such as RAISE (formerly
BUILD, TIGER), CRISI, MEGA and INFRA.
ESITab 3: Approach and Methodology I Page 23
Economic Development Consultant Services: Proposal for the City of Milano Beach
July 1, 2024
Workforce Trends and Target Industry Analysis
Asa rapidly growing and evolving community, Miami Beach needs to understand its existing
demographic and economic conditions as well as understand the trends and challenges that the city
faces with a unique mix of urban, suburban, and rural places. The ESI team's work typically relies on
wide variety of sources including financial market data, American Community Survey (including the
Public Use Microdata Sample (PUMS)), specialized data vendors, and the increasing supply of publicly
available datasets, including big data that might include billions of observations such as information
commuting patterns.
Relevant Experience:
Additional potentially
Future Workforce and Talent Needs Analysis
relevant sources include
In 2019, ESI was hired to provide an independent assessment of the have workforce and talent
needs of the per and gene therapy and connected health industries.
Lighteast, Unkedln, Bureau
To determine the scope of cell and gene therapy and connected health sectors In the eleven-
of labor Statistics, and the
untyregion.ESI used unkedm Talenunsightsand turning Glass whonnsightsm determine
US Census Longitudinal
both the labor market supply and demand, respectively, for the cell and gene therapy and
connected health sectors in Greater Philadelphia. Priman• research was also conducted through
Employee Household
urveys, interviewx, and focus groups consisting of professionals with knowledge of the sectors,
Survey, Dun & Bradstreet,
Including academic researchers, Industry and human resources eammou and workforce
development organizations. eoth quantitative and qualitative data and subsequent analysis
ESRI and National Economic
Informed our understanding of the scope of the sectors and identified barriers and opportumnes
for growth in Greater Philadelphia.
Time Series (NETS) data.
Our expertise includes
evaluating spatial and temporal elements so we are able to combine demographic data with commuting
patterns and transportation access measures to determine labor market areas. This approach allows us
to identify potential mismatches in supply and demand and to evaluate the impacts of site choice on the
commuting patterns of current employees or the potential supply of labor at specific locations. It is also
useful for understanding potential transportation infrastructure demands and real estate impacts.
In addition to data analysis capabilities, the ESI team has access to the standard popular and scholarly
literature databases. Identification of expertise is highly dependent on having an extensive network of
contacts who are willing to work with you. Our team includes national experts on municipal governance
and economic development policy and have a network that provides broad access to academics and
experts, who offer extensive knowledge of the published as well as forthcoming literature.
Economic Forecasting
In addition to the regular usage of publicly available sources and national vendors to provide context for
local and national economic trends, ESI frequently develops econometric forecasting models to project
local and regional economic variables. ESI is familiar with and has regularly used, the National Institute's
NiGEM global macroeconomic model to evaluate national and international contexts that affect regional
and local economies. ESI's modeling ability is used to provide direct insight into the analysis of local
markets, neighborhood geographies, and specific economic sectors. ESI also uses sophisticated
geospatial analysis and economic share -down models to evaluate variability across geographic areas.
ESITab 3: Approach and Methodology I Page 24
Economic Development Consultant Services: Proposal for the City of Miami Beach
July 1, 2024
Economic Impact Analysis
A vital component of many economic development
analyses is the quantification of the direct, indirect,
and induced economic impacts of a program or
project. There is a numbers component to an
economic impact analysis and there is an equally
important narrative component. The ESI team's
approach to economic impact studies is to include,
in addition to quantitative analysis, a clear narrative
describing the impacts and providing context to a
proposal project, from a public benefit standpoint.
For the quantitative component, we primarily use
the industry -standard input-output modeling
Relevant Experience:
SEPTA Economic Intelligence Compendium
ESI has undertaken a series dstudies for the Southeastern
Pennsylvania Transportation Authority (SEPTA) on the
economic value, development implications, and equitable
benefits of its serves. collectively, these studies articulate the
value proposition that SEPTA praices to the mgion's residents
and its economy. In this time d crisis, SEPTA's direct and
catalytic value is more essential than ever to Pennsylvania's
economic recovery. Those studies have Included:
• SEPTA Economic Impact Report, 2020
• coal ic Im as of future Pro'ads of Siadfcance
• c wide Impachircom operl congestion
• Pro c Value and Househ If Budget Impacts
• Elaw Impacts for SEPTA Firm R udgft
package IMPLAN.
In addition to using industry standard models such as IMPLAN, ESI develops custom
economic/econometric models to address the catalytic effects of policies and investments. These
models provide unique insight into the likely outcomes of alternative policy choices tailored to the local
environment. For example, ESI developed models to evaluate the impacts of traffic congestion on the
size of the local economy, and models that evaluated the impact of tax policy changes on employment.
Our team members have undertaken targeted industry attraction strategies and related market analyses
including for retail, entertainment and technology -based companies. Ourteam member experience
includes projects in Washington, DC; Philadelphia, PA; Cities of Rockville and Frederick and Prince
George's County MD; Atlanta, GA; and Newark NJ. Our experience includes work in communities that
deal with seasonal fluctuations and have a strong international business community.
Relevant Experience:
Economic Impact of Redeveloping the Philadelphia Energy Solutions Refinery
ESI was retained by HRP Philadelphia Holdings, LLC (HRP) to conduct an economic Impad analysis of the redevelopment of the former
Philadelphia Energy Solutions(PES) refinery. Spanning 1,a acres, the site would be replaced by a mrted-uu odusmal pad.
ESI analysed the potemul economic imppd of both the upfront economic activity generated by the redevelopmem of the site and As ongoing
operations. We concluded that the proposed redevelopment would make a significant impact within Philadelphia and Perrealvania, by
reactivating a significant center of erapicamera and economic adiNdes In the region. In addition, we also named Muse impacts on the
surrounding community, including contribinions directly to the community and for local programming.
Using standard Input-output modeling techniques and multiplier, ESI translated construction investments into the commensurate impacts on
the Philadelphia mM Pennsylvania economies. We eatlmated the ramifirvdons of this composition of economic activity on one-time and
annual boosts to tax revenues to the Ciry and the Commonwealth.
ESITab 3: Approach and Methodology I Page 25
Economic Development Consultant Services: Proposal for the City of Miami Beach
July 1, 2024
Business Development Strategies
We use data to inform business attraction for our client communities. We don't just craft strategies, we
assist our clients with the implementation. This includes strategies for downtown environments, cities,
and regional and state organizations. Our areas of expertise run the gamut from retail and
entertainment uses to emerging and technology companies as well as implementation and execution of
programs that include marketing and financing tools. The ESI team relies on a variety of data and
financial resources for this type of work, including standard data sets from American Community Survey,
Census and BLS data, and local employment data. We also use ESRI data which allows us to segment
data by trade areas, industries and even evaluate employment and spending by sector. This is especially
useful for strategies focused on retail, entertainment and hospitality uses.
Our Team members work in this includes retail attraction strategies for a range of clients: Washington,
DC; Philadelphia, PA and the Baltimore Washington International Airport. The Riddle Company,
supported by ESI, has been doing business and investor attraction for a 1,200 former military fort in NJ
with a focus on technology and entertainment companies and residential and commercial investors.
During her tenure as Project Manager for South Pointe, Catherine Timko managed the internal fiscal
analysis that supported nearly $100M in TIF and new investment. To that end she worked closely with
investors such as Cheezum Development (South Pointe Towers) and Cook Inlet Region Inc. as well as to
attract tenants and investors to the redevelopment area and the city, including Hudson Bay Investments
(hotels) and The Related Companies, who acquired over 1,000 residential units in the market.
Workforce/Affordable Housing
With an expansive background in market research, economic analyses, and strategic planning, as well as
expertise in housing and real estate, the ESI team is ready to support affordable housing efforts at all
project levels. We evaluate the most up-to-date
demand drivers for a region, using public data sets, on- Relevant Experience:
the -ground market knowledge, and current and Market Analysis of the Sharswood Blumberg
predicted jobs indicators, to understand the volume Housing Redevelopment
and type of demand a location can anticipate. Our The Philadelphia Housing Authority lPHAlund Hunt-Pennmse
market analyses relyon su I data from avariety of shaswood,u<are redeveloping ges housing units to the
pPY SZtwoca Choice Nelghborbood of PM1ilatlelphia. As pan of
sources depending on the project, but may include the redevelopment process, Hunt Penrose Sharswood, uC
Costar, CoreLogic, Moody's, or local broker knowledge, retained Est to complete a market Andy that examines the
unique opportunhtes and challenges of the Choice
depending on project needs. We have supported cities, Neighborhood, PHKs mission to proem¢ safe and quality
municipalities, and states with their efforts and affordable housing. and leverages the dWs Population
continue to provide crucial data and analyses that affect resurgence and the subsequent wpaal investment in new
residential, offce, retail, and recreation development.
public policy and community development.
ESITab 3: Approach and Methodology I Page 26
ES'ECONSULT
SOLUTIONS INC.
economics I strategy I insight
1435 Walnut Street, 41j- Floor, Philadeiphia, PA 19102
econsultsolutions.com 1 215-717-2777