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99-23327 RESO RESOLUTION NO. 99-23327 A RESOLUTION OF THE MAYOR AND CITY COMMISSION OF THE CITY OF MIAMI BEACH, FLORIDA, APPROVING AND AUTHORIZING THE MAYOR AND CITY CLERK TO EXECUTE A PROFESSIONAL SERVICES AGREEMENT WITH THE MIAMI BEACH TRANSPORTATION MANAGEMENT ASSOCIATION (MBTMA), IN THE AMOUNT OF $50,000, TO PROVIDE TRANSPORTATION DEMAND MANAGEMENT (TDM) SERVICES TO MIAMI BEACH; AND FURTHER AUTHORIZING A LUMP-SUM TRANSFER OF THE ABOVE MENTIONED FUNDS TO MBTMA, UTILIZING FUNDS PROVIDED FOR THE PURPOSE IN THE PROPOSED FISCAL YEAR 1999-2000 PARKING ENTERPRISE FUND BUDGET. WHEREAS, the Miami Beach Transportation Management Association (MBTMA) is a public-private organization specifically established to develop, coordinate, and implement transportation demand management (TDM) services to Miami Beach, meaning transit alternatives to the private automobile; and WHEREAS, since MBTMA's inception, the City has provided the "seed funding" needed by the Association to perform the above-mentioned services, as specified in the Agreement; and WHEREAS, MBTMA's partners in Fiscal Year 1999-2000 are proposed to be the City, contributing $50,000; the Florida Department of Transportation (FDOT) at $75,000; membership dues at $10,000; and in-kind/sponsorship services at $99,600; and WHEREAS, the City wishes to provide for its annual lump-sum contribution, in consideration for the services to be provided by MBTMA in the attached Professional Services Agreement and, further, for as long as MBTMA continues to fulfill its purposes and abides by all City and State requirements for the Association. NOW, THEREFORE BE IT RESOLVED BY THE MAYOR AND CITY COMMISSION OF THE CITY OF MIAMI BEACH, FLORIDA, that the Mayor and City Commission hereby approve and authorize the Mayor and City Clerk to execute the attached Professional Services Agreement with the Miami Beach Transportation Management Association (MBTMA), in the amount of $50,000, to provide transportation demand management (TDM) services to Miami Beach; and further authorize a lump-sum transfer of the above-mentioned funds to MBTMA, utilizing funds provided for the purpose in the proposed Fiscal Year 1999-2000 Parking Enterprise Fund Budget. PASSED AND APPROVED this the 22nd day of September , 1999. ATTEST: ) 1 I APPROVED ~.s TO FORM & LANGUAGE .Ii. & FOR EXECUTION t1Jt (J-A-t,\ ITY CLERK aJ MAYo1~ #I~tI~ rney ~ CITY OF MIAMI BEACH CITY HALL 1700 CONVENTION CENTER DRIVE MIAMI BEACH, FLORIDA 33139 http:\\ci.miami-beach.f1.us COMMISSION MEMORANDUM NO. ~'1 TO: Mayor Neisen O. Kasdin and Members of the City C mission DATE: September 22, 1999 FROM: Sergio Rodriguez City Manager I,' SUBJECT: A RESOL I N OF THE MAYOR AND CITY COMMISSION OF THE CITY OF MIAMI BEACH, FLORIDA, APPROVING AND AUTHORIZING THE MAYOR AND CITY CLERK TO EXECUTE A PROFESSIONAL SERVICES AGREEMENT WITH THE MIAMI BEACH TRANSPORTATION MANAGEMENT ASSOCIATION (MBTMA), IN THE AMOUNT OF $50,000, TO PROVIDE TRANSPORTATION DEMAND MANAGEMENT (TDM) SERVICES TO MIAMI BEACH; AND, FURTHER AUTHORIZING THE LUMP-SUM TRANSFER OF $50,000 TO MBTMA, AS "SEED FUNDING" FOR THE DEVELOPMENT AND IMPLEMENTATION OF TDM INITIATIVES, UTILIZING FUNDS PROVIDED FOR THE PURPOSE IN THE PROPOSED FISCAL YEAR 1999-2000 PARKING ENTERPRISE FUND BUDGET. ADMINISTRATION RECOMMENDATION Adopt the Resolution. BACKGROUND Transportation Management Associations (TMAs) are public-private organizations, the purpose of which is to introduce, create, coordinate, and implement transit alternatives to the private automobile, such as local circulators, vanpools, carpools, and other programs, and to boost community awareness of such alternatives to the private automobile. These alternative modes of transportation help reduce traffic congestion, increase mobility, improve parking availability, and enhance the quality of life within urban communities, such as Miami Beach. The Miami Beach Transportation Management Association (MBTMA) was created in January 1995 and was incorporated in October 1995 as an independent, non-profit 501[c][6] organization, through a partnership between the City of Miami Beach, the Florida Department of Transportation (FDOT), and the Miami Beach business community. This partnership funds the annual MBTMA operating budget. Attached herein as Exhibit A is MBTMA's FY 1998-99 Accomplishments Report. MBTMA's main effort to date has been the Electrowave Service, which has successfully operated in South Beach for over one and one-half years, carrying over 2.2 million riders. MBTMA is presently educating the major Miami Beach area employers about alternative programs for employee commuting, such as vanpools and carpools. Agenda Item --R L 3"" , q-;l:;l-~3 Date 344 ANALYSIS The City has maintained two professional services agreements with MBTMA for the performance of two separate but related functions, which in the long run, benefit the City and the Miami Beach community: 1. The MBTMA Agreement, this agenda item, contributes $50,000 in "seed" fuding to help sustain MBTMA operations, in partnership with the Florida Department of Transportation (FDOT), which ,l;ontributes $75,000. The City's contribution provides the "seed" funding needed by MBTMA to function as a public-private organization, since the FDOT funds are received in quarterly installments, after a report/invoice is submitted to FDOT by MBTMA. 2. The Electrowave-Related Agreement, a subsequent item on this same City Commission Agenda, hires MBTMA to provide contract management and overall administrative services for the E1ectrowave Project, using funds allocated for the purpose in the annual shuttle budget, at $99,250. Further explanation is provided with the specific Agenda item. MBTMA's effectiveness and commitment to a Work Program has been confirmed by FDOT and City staff who evaluate monthly and yearly reports, as well as the annual audit which MBTMA is required to submit. The 1999-2000 Work Program which focuses on transportation demand management issues other than the Electrowave, is herein attached as Exhibit B. Following is an overview of MBTMA's operating budget history (cash and in kind) and its funding sources, including the proposed 1999-2000 figures: 9 Months Proposed Funding Sources Jan/Dec'95 Jan/Dec'96 Jan/Sept'97 1997-98 1998-99 1999-2000 FDOT $ 75,000 $ 73,590 $ 45,420 $ 70,485 $ 75,000 $ 75,000 CITY 50,000 50,000 35,000 50,000 50,000 50,000 Membership dues 2.500 2.000 12.000 12.000 12.000 10.000 Cash Totals ............... $127,500 $125,590 $ 94,420 $132,485 $137,000 $135,000 Plus: In-Kind/Sponsorship $ 22,500 $ 53,385 $ 89,400 $172,950 $113,000 $ 99,600 These in-kind/sponsorship services are detailed in MBTMA's FY 1999-2000 Proposed Operating Budget (Exhibit C, Page 3). Funds for the City's $50,000 annual contribution to MBTMA are provided in the Proposed 1999- 2000 Parking Enterprise Fund budget. Attached herein are the following MBTMA-provided documents: FY 1998-99 Accomplishments Report (Exhibit A) FY 1999-2000 Work Program detailing mission and goals (ExhibitB, six pages) FY 1999-00 Operating Budget, detailing salaries, operating, and work plan expenditures(ExhibitC) FY 1999-2000 Budget Summary, detailing expenditures, income, and funding sources (Exhibit D). 345 CONCLUSION Miami Beach needs to achieve a balance between vehicular traffic demands on the limited roadway system and parking availability, and the demands for a better quality oflife for residents, business owners, and visitors alike. Continued MBTMA activities will help ensure that other innovative transportation demand management (TDM) strategies, initiatives and programs recommended by the Municipal Mobility Plan, are implemented and operated as successfully and effectively as the Electrowave Service has been. s~r (tma99-00)aj 346 PROFESSIONAL SERVICES AGREEMENT BETWEEN THE CITY OF MIAMI BEACH, FLORIDA AND THE MIAMI BEACH TRANSPORTATION MANAGEMENT ASSOCIATION (MBTMA) THIS AGREEMENT is made this d~NO day of ~-r It111/!:JJ7L- , 1999 by and between the CITY OF MIAMI BEACH, FLORIDA (City), which term shall include its officials, successors, legal representatives, and assigns, and the MBTMA (Consultant). SECTION 1 DEFINITIONS Agreement: This written Agreement between the City and the Consultant. City Manager: "City Manager" means the Chief Administrative Officer of the City. 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. Final Acceptance: "Final Acceptance" means notice from the City to the Consultant that the Consultant's Services are complete, as same are set forth in Section 2 of this Agreement. Fixed Fee: Fixed amount paid to the Consultant to allow for its costs and margin of profit. Project Coord i nator: An individual designated by the City Commission to coordinate, direct and review on behalf of the City all technical matters involved in the Services. Risk Manager: The Risk Manager of the City, with offices at 1700 Convention Center Drive, Third Floor, Miami Beach, Florida 33139. Services: All services, work and actions by the Consultant performed pursuant to or undertaken under this Agreement described in Section 2. Termination: Termination of Consultant Services as provided in Subsection 4.10 of this Agreement. Task: A discrete portion of the Scope of Services to be accomplished by the Consultant, as described in Section 2 below, if directed and authorized. SECTION 2 SCOPE OF WORK AND SERVICES REQUIRED The scope of work and services to be performed by the Consultant is set forth In Exhibit "A," entitled "FY 1999-2000 Work Program" (Services). SECTION 3 COMPENSATION 3.1 FIXED FEE The City agrees to provide Consultant with funds, in the amount of Fifty Thousand and 00/100 Dollars ($50,000), from the Parking Enterprise Fund, to be used in furtherance of the Services to be performed herein, such Services as set forth in Exhibit "A" hereto. All funds issued by the City to Consultant shall be placed by Consultant in an account designated solely and exclusively for the operation and administration of the MBTMA. 3.2 METHOD OF PAYMENT/REPORTING One lump-sum payment shall be made to the Consultant at the time of execution of this Agreement. Consultant shall be required to submit monthly reports or other submissions which detail the Consultant's work performed each month, as set forth in Exhibit "A". An annual report is also required, documenting the status of each task or project initiated or completed within the year. All submissions shall contain a statement that the items set forth therein are true and correct and in accordance with the Agreement. SECTION 4 GENERAL PROVISIONS 4.1 RESPONSIBILITY OF THE CONSULTANT With respect to the performance of the Services, the Consultant shall exercise that degree of skill, care, efficiency and diligence normally exercised by recognized professionals with respect to the performance of comparable Services. In its performance of the Services, the Consultant shall comply with all applicable laws and ordinances, including but not limited -2- to, applicable regulations of the City, County, State, Federal Government, ADA, EEO Regulations and Guidelines. 4.2 PUBLIC ENTITY CRIMES State of Florida Form PUR 7068, Sworn Statement under Section 287.133(3)(a) Florida Statute on Public Entity Crimes as available with the office of the City Clerk, shall be filed by Consultant. 4.3 PROIECT MANAGEMENT The Consultant shall appoint a qualified individual acceptable to the City to serve as Project Manager for the Services who shall be fully responsible for the day-to-day activities under this Agreement and who shall serve as the primary contact for the City's Project Coordinator. 4.4 DURATION AND EXTENT OF AGREEMENT The term of this Agreement shall be for a period of twelve (12) months, commencing on October 1, 1999, and ending September 30, 2000. Funding for any additional term(s) shall be approved by the City and be contingent upon a favorable evaluation of the MBTMA by the City and the Florida Department of Transportation. Notwithstanding the aforestated language, however, the City shall have no future obligation to renew this Agreement beyond the twelve-month term set forth herein. 4.5 TIME OF COMPLETION The Services to be rendered by the Consultant will commence on October 1, 1999, and follow the continuation of the services that the Consultant has been developing and implementing regarding transit related projects and programs for the City, since the execution of its first Agreement with the City, effective January 1, 1995. Consultant shall adhere to a completion schedule, if so determined by the City and Consultant. A reasonable extension of time shall be granted in the event the work of the Consultant is delayed or prevented by the City or by any circumstances beyond the reasonable control of the Consultant, including weather conditions or acts of God which render performance of the Consultant's duties impracticable. 4.6 OWNERSHIP OF DOCUMENTS AND EQUIPMENT All documents prepared by the Consultant pursuant to this Agreement are related excl usively to the Services described herein, and are intended or represented for ownership by the City. Any reuse by Consultant or the parties shall be approved in writing by the City. -3- 4.7 INDEMNIFICATION Consultant agrees to indemnify and hold harmless the City of Miami Beach and its officers, employees and agents, from and against any and all actions, claims, liabilities, losses, and expenses, including, but not limited to, attorneys' fees, for personal, economic or bodily injury, wrongful death, loss of or damage to property, at law or in equity, which may arise or be alleged to have arisen from the negligent acts, errors, omissions or other wrongful conduct of the Consultant, its employees, agents, sub-consultants, or any other person or entity acting under Consultant's control, in connection with the Consultant's performance of the Services pursuant to this Agreement; and to that extent, the Consultant shall pay all such claims and losses and shall pay all such costs and judgements 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 parties agree that one percent (1 %) of the total compensation to the 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 Consultant's obligation under this Subsection shall not include the obligation to indemnify the City of Miami Beach and its officers, employees and agents, from and against any actions or claims which arise or are alleged to have arisen from negligent acts or omissions or other wrongful conduct of the City and its officers, employees and agents. The parties each agree to give the other party prompt notice of any claim coming to its knowledge that in any way directly or indirectly affects the other party. 4.8 INSURANCE REQUIREMENTS The Consultant shall not commence any work pursuant to this Agreement until all insurance required under this Subsection has been obtained and such insurance has been approved by the City's Risk Manager. The Consultant shall maintain and carry in full force during the term of this Agreement and throughout the duration of the work the following Insurance: 1. Consultant General Liability in the amount of $1,000,000.00. A certified copy of the Consultant's (and any sub-consultants') Insurance Policy must be filed and approved by the Risk Manager prior to commencement. 2. Workers Compensation & Employers Liability as required pursuant to Florida statute. Thirty (30) days written notice of cancellation or substantial modification in the insurance coverage must be given to the City's Risk Manager by the Consultant and its insurance company. The insurance must be furnished by insurance companies authorized to do business in the State of Florida and approved by the City's Risk Manager. Original certificates of insurance for the above coverage must be submitted to the City's Risk Manager -4- for approval prior to any work commencing. These certificates will be kept on file in the office of the Risk Manager, 3rd Floor, City Hall. The Consultant is responsible for obtaining and submitting all insurance certificates for their consultants. All insurance policies must be issued by companies authorized to do business under the laws of the State of Florida. The companies must be rated no less than "B +" as to management and not less than "Class VI" as to strength by the latest edition of Best's Insurance Guide, published by A.M. Best Company, Oldwick, New Jersey, or its equivalent, subject to the approval of the City's Risk Manager. Compliance with the foregoing requirements shall not relieve the Consultant of the liabilities and obligations under this Subsection or under any other portion of this Agreement, and the City shall have the right to obtain from the Consultant specimen copies of the insurance policies in the event that submitted certificates of insurance are inadequate to ascertain compliance with required overage. 4.8.1 Endorsements All of Consultant's certificates, above, shall contain endorsements providing that written notice shall be given to the City at least thirty (30) days prior to termination, cancellation or reduction in coverage in the policy. 4.8.2 Certificates Unless directed by the City otherwise, the Consultant shall not commence the Services until the City has received and approved, in writing, certificates of insurance showing that the requirements of this Subsection (in its entirety) have been met and provided for. 4.9 FI NAL ACCEPTANCE When the Services have been completed, the Consultant shall so advise the City in writing. Final Acceptance shall not constitute a waiver or abandonment of any rights or remedies available to the City under any other Section of this Agreement. 4.10 TERMINATION. SUSPENSION AND SANCTIONS 4.10.1 Termination for Cause If through any cause within the reasonable control of the Consultant, the Consultant shall fail to fulfill in a timely manner, or otherwise violate any of the covenants, agreements, or stipulations material to this Agreement, the City shall thereupon have the right to terminate the Services then remaining to be performed. Prior to exercising its option to terminate for cause, the City shall notify the Consultant of its violation of the particular terms of this Agreement and shall grant Consultant ten (10) days to cure such default. If such default -5- remains uncured after (10) days, the City, upon seven (7) days notice to Consultant, may terminate this Agreement. In that event, all finished and unfinished documents, data, studies, surveys, drawings, maps, models, photographs, reports and other work products prepared by the Consultant and its subcontractors shall be properly del ivered to the City and the City shall compensate the Consultant in accordance with Section 3 for all Services satisfactorily performed by the Consultant prior the date of the Notice of Termination. Notwithstanding the above, the Consultant shall not be relieved of liability to the City for damages sustained by the City by virtue of any breach of the Agreement by the Consultant and the City may reasonably withhold payments to the Consultant for the purposes of set-off until such time as the exact amount of damages due the City from the Consultant is determined. 4.10.2 Termination for Convenience of City The City may, for its convenience and without cause, terminate the Services then remaining to be performed at any time by giving written notice to Consultant of such termination, which shall become effective seven (7) days following receipt by Consultant of the written termination notice. In that event, all finished or unfinished documents and other materials as described in Section 2 and Exhibit "A" shall be properly delivered to the City. If the Agreement is terminated by the City as provided in this Subsection, the City shall compensate the Consultant for all Services satisfactorily performed by the Consultant and reasonable direct costs of Consultant for assembling and delivering to City all documents. Such payment shall be the total extent of the City's liability to the Consultant upon a Termination for Convenience, as provided for in this Subsection. 4.10.3 Termination for Insolvency The City also reserves the right to terminate the remaining Services to be performed 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 4.10.2. 4.10.4 Sanctions for Noncompliance with Nondiscrimination Provisions In the event of the Consultant's noncompliance with the nondiscrimination provisions of this Agreement, the City shall impose such sanctions as the City or the State of Florida may determine to be appropriate, including but not limited to, withholding of payments to the Consultant under the Agreement until the Consultant complies and/or cancellation, termination or suspension of the Services. In the event the City cancels or terminates the Services pursuant to this Subsection the rights and obi igations of the parties shall be the same as provided in Section 4.10.2. -6- 4.10.5 Changes and Additions Each such change shall be directed by a written Notice signed by the duly authorized representatives of the Consultant. Said Notices shall provide an equitable adjustment in the time of performance, a reallocation of the task budget and, if applicable, any provision of this Agreement which is affected by said Notice. The City shall not reimburse the Consultant for the cost of preparing Agreement change documents, written Notices to Proceed, or other documentation in this regard. 4.11 ASSIGNMENT. TRANSFER OR SUBCONTRACTING The Consultant shall not subcontract, assign, or transfer any work under this Agreement without the prior written consent of the City. 4.12 SUB-CONSULTANTS The Consultant shall be liable for the Consultant's services, responsibilities and liabilities under this Agreement and the services, responsibilities and liabilities of sub- consultants, and any other person or entity acting under the direction or controls of the Consultant. When the term "Consultant" is used in this Agreement, it shall be deemed to include any sub-consultants and any other person or entity acting under the direction or control of Consultant. All sub-consultants must be approved in writing prior to their engagement by Consultant. 4.13 EQUAL EMPLOYMENT OPPORTUNITY In connection with the performance of this Agreement, the Consultant shall not discriminate against any employee or applicant for employment because of race, color, religion, ancestry, sex, age, national origin, place of birth, marital status, or physical handicap. The Consultant shall take affirmative action to ensure that applicants are employed and that employees are treated during their employment without regard to their race, color, religion, ancestry, sex, age, national origin, place of birth, marital status, disability, or sexual orientation. Such action shall include, but not be limited to the following: employment, upgrading, demotion, or termination; recruitment or recruitment advertising; layoff or termination; rates of pay, or other forms of compensation; and selection for training, including apprenticeship. 4.14 CONFLICT OF INTEREST The Consultant agrees to adhere to and be governed by the Metropolitan Dade County Conflict of Interest Ordinance (No. 72-82), as amended; and by the City of Miami Beach Charter and Code, which are incorporated by reference herein as if fully set forth herein, in connection with the Agreement conditions hereunder. -7- The Consultant covenants that it presently has no interest and shall not acquire any interest, direct or indirectly which should conflict in any manner or degree with the performance of the Services. The Consultant further covenants that in the performance of this Agreement, no person having any such interest shall knowingly be employed by the Consultant. 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. 4.15 PATENT RIGHTS: COPYRIGHTS: CONFIDENTIAL FINDINGS Any patentable result arising out of this Agreement, as well as all information, design specifications, processes, data and findings, shall be made available to the City for public use. No reports, other documents, articles or devices produced in whole or in part under this Agreement shall be the subject of any application for copyright or patent by or on behalf of the Consultant or its employees or subcontractors. 4.16 NOTICES All communications relating to the day-to-day activities shall be exchanged between the Project Manager appointed by Consultant and the Project Coordinator designated by the City. The Consultant's Project Manager and the City's Project Coordinator shall be designated promptly upon commencement of the Services. All other notices and communications in writing required or permitted hereunder may be delivered personally to the representatives of the Consultant and the City listed below or may be mailed by registered mail, postage prepaid (or airmailed if addressed to an address outside of the city of dispatch), Until changed by notice in writing, all such notices and communications shall be addressed as follows: TO CONSULTANT: Miami Beach Transportation Management Association Attn: Judy Evans, Executive Director Colonial Bank Building 301 41 st Street, 5th Floor Miami Beach, Florida 33140 (305) 535-9160 TO CITY: City of Miami Beach Attn: Matthew Schwartz, Assistant City Manager 1700 Convention Center Drive Miami Beach, FL 33139 (305) 673-7000, Ext. 6606 -8- WITH COPIES TO: Office of the City Attorney Attn: Murray H. Dubbin, City Attorney City of Miami Beach 1700 Convention Center Drive Miami Beach, FL 33139 Notices hereunder shall be effective: If delivered personally, on delivery; if mailed to an address in the city of dispatch, on the day following the date mailed; and if mailed to an address outside the city of dispatch on the seventh day following the date mailed. 4.17 LITIGATION IURISDICTION/vENUE This Agreement shall be enforceable in 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 Dade County, Florida. 4.18 ENTIRETY OF AGREEMENT This writing and the Services embody the entire Agreement and understanding between the parties hereto, and there are no other agreements and understandings, oral or written with reference to the subject matter hereof that are not merged herein and superseded hereby. The Services and the Proposal Documents are hereby incorporated by reference into this Agreement. No alteration, change, or modification of the terms of this Agreement shall be valid unless amended in writing, signed by both parties hereto, and approved by the City Commission of the City of Miami Beach. This Agreement, shall be governed by and construed according to the laws of the State of Florida. 4.19 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 $50,000. Consultant hereby expresses its willingness to enter into this Agreement -9- with Consultant's recovery from the City for any damage action for breach of contract to be limited to a maximum amount of $50,000, less the amount of all funds actually paid by the City to Consultant pursuant to this Agreement. 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 $50,000, which amount shall be reduced by the amount actually paid by the City to Consultant pursuant to this Agreement, 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 paragraph 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. 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: ~o ~Cb City Clerk By: ~4 Mayor FOR CONSULTANT: MIAMI BEACH TRANSPORTATION MANAGEMENT ASSOCIATION ~/ / /' By: ~ ~ President Corporate Seal APPROVED AS TO FORM & LANGUAGE & FOR EXECUTION -10- 1tlt~ ~~~- SWORN STATEMENT PIIRSIJANT TO SECTION 287.133(3)(a). FLORIDA STATUTES, ON PIIBLIC ENTITY CRIMES THIS FORM MIIST BE SIGNED AND SWORN TO IN THE PRESENCE OF A NOTARY PUBLIC OR OTIIER OFFICIAL AIITIIORIZED TO ADMINISTER OATHS. This sworn statement is submitted to City of Miami Beach by Judy I. Evans, Executive Director (print individual's name and title) fur Miami Beach Transportation Management Assn., Inc. (print name of entity submitting sworn statement) whose business address is 301 41st Street, Suite 502, Miami Beach, FL 33140 and (if applicable) its Federal Employer Identification Number (FEIN) is 65-0628983 (If the entity has no FEIN. include the Social Security Number of the individual signing this sworn statement( .) 2. I understand that a "public entity crime" as defined in Paragraph 287.133(] )(g), Florida Statutes. means a violation of any state or federal law by a person with respect to and directly related to the transaction of business with any public entity or with an agency or political subdivision of any other state or of the United States, including, but not limited to, any bid or contract for goods or services to be provided to any public entity or an agency or political subdivision of any other state or of the United States and involving antitrust, fraud, theft, bribery, collusion, racketeering. conspiracy, or material misrepresentation. 3. I understand that "convicted" or "conviction" as defined in Paragraph 287.133(1 )(b), Florida Statutes. means a finding of guilt or a conviction of a public entity crime, with or without an adjudication of guilt, in any federal or state trial court of record relating to charges brought by indictment or infonnation after July J, 1989, as a result ofajury verdict, non-jury trial, or entry ofa plea of guilty or nolo contendere. 4. I understand that an "affiliate" as defined in Paragraph 287.133(1 )(a), Florida Statutes. means: I. A predecessor or successor of a person convicted of a public entity crime; or 2. An entity under the control of any natural person who is active in the management of the entity and who has been convicted of a public entity crime. The tenn "affiliate" includes those officer, directors, executives. partners, shareholders, employees, members, and agents who are active in the management of an affiliate. The ownership by one person of shares constituting a controlling interest in another person, or a pooling of equipment or income among persons when not for fair market value under an arm's length agreement, shall be a prima facie case that one person controls another person. A person who knowingly enters into a joint venture with a person who has been convicted of a public entity crime in Florida during the preceding 36 months shall be considered an atliliate 5. I understand that a "person" as defined in Paragraph 287.133(1 )(e), Florida Statutes. means any natural person or entity organized under the laws of any state or of the United States with the legal power to enter into a binding contract and which bids or applies to bid on contracts for the provision of goods or services let by a public entity, or which otherwise transacts or applies to transact business with a public entity. the tenn "person" includes those officers, directors, executives, partners, shareholders, employees, members. and agents who are active in management of an entity. 6. Based on infonnation and belief, the statement which I have marked is true in relation to the entity submitting this sworn statement (indicate which statement applies.) xx Neither the entity submitting this sworn statement, nor any of its officers, directors. executives, partners, shareholders, employees, members, or agents who are active in the management of the entity, nor any affiliate of the entity have been charged with and convicted of a public entity crime subsequent to July I. 1989. The entity submitting this sworn statement, or one or more of the officers, directors, executives, partners, shareholders, employees. members. or agents who are active in the management of the entity, or an affiliate of the entity has been charged with and convicted of a public entity crime subsequent to July I, 1989. The entity submitting this sworn statement. or one or more of its officers, directors, executives, partners, shareholders, employees members. or agents who are active in the management of the entity, or an atliliate of the entity has been charged with and convicted of a public entity crime subsequent to July I, 1989. However, there has been a subsequent proceeding before a Hearing Officer of the State of Florida. Division of Administrative Hearings and the Final Order entered by the Hearing Officer detennined that it was not in the public interest to place the entity submitting this sworn statement on the convicted vendor list (attach a copy of the final order) EXHIBIT 4 Miami Beach Transportation Management Assn., Inc. FISCAL YEAR 1998 - 1999 ACCOMPLISHMENT REPORT During this third year of funding for the Miami Beach Transportation Management Association, Inc. (MBTMA), traditional transportation management services were offered (carpool. vanpool coordination) with major focus being placed on the continuing development, operation, management and promotion of the "ELECTROWA VEil shuttle project for the City of Miami Beach. The following is a summary of work performed during this funding period: · Coordinated, hosted and conducted use of ELECTROWA VE shuttles for a multitude of special services involving national, state and community leaders, organizations, and other professional associations. · Created, developed and produced a slide presentation on the ELECTROWA VE which was used at a number of conferences. . Coordinated and implemented promotions for shuttle project. . Distributed over 200,000 "ELECTROWA VEil brochures in Miami Beach and Miami-Dade County. · Responded to inquiries and requests for information regarding the ELECTROWA VE from local and state governmental agencies as well as other organizations from around the country. . Applied for and received several state and national awards for the ELECTROWA VE and the MBTMA. . Enhanced ELECTROWA VE route to include southernmost section of Miami Beach (South Pointe area). . Prepared and distributed information to local businesses and residents regarding ELECTROWA VE route enhancement to South Pointe area. . Met with Loews Hotel staff to discuss alternative ridesharing options for 900 employees. · Disseminated information to Loews Hotel staff on car pools, van pools, park & ride, public transportation and the state's Emergency Ride Home Program. . Held several meetings with a City of Miami Beach Commissioner and many local hotel owners/representatives to discuss impact of employee and guest parking on community; discussed working with the MBTMAlELECTROWAVEto develop and implement alternative ridesharing options for employees as well as informing guests about the ELECTROWA VE. . Met with City Commissioners and staff on several occasions to discuss the Intermodal Center and Municipal Mobility Plan - both of which include the ELECTROWA VE. . Coordinated fleet maintenance agreement with City of Miami Beach Fleet Management Division for maintenance of shuttle vehicles. . Held informal quarterly meetings with shuttle drivers and supervisors to show/demonstrate(?) support, foster communication, and present incentive awards to selected drivers. . Coordinated ELECTROWA VE ridership survey (volunteers from community assisted with survey process). . Developed RFP in compliance with Federal and State bidding and procurement requirements for manufacturers of electric shuttle buses to invite bids for four (4) additional electric shuttle buses to add to existing fleet. . Secured approval by City Commission to implement fare for ELECTROWA VE shuttle system. . Finalized work related to new shuttle stop slgnage and placement (due to implementation of fare). . Finalized fare implementation procedures . Developed fare collection accounting procedures with City of Miami Beach Parking Department and the Finance & Budget Offic. . Developed contract and schedule for fare collection with City of Miami Beach Parking Department and collector - Central Parking System . Created and posted signage introducing implementation of fare. . Wrote press release informing public of implementation of fare. . Coordinated with City of Miami Beach Art in Public Places Committee and prepared a proposal for requests for artwork to be placed on the exterior of four (4) new shuttles. Artwork applications to be sent to local artists on County's list; in addition, responded to inquiries and distributed proposals to other artists. . Developed press release pertaining to Art in Public Places Committee's request for artwork. . Developed RFP for graphic design and marketing of shuttle project. . Submitted Service Development grant to FOOT for 1998/99 shuttle operations funding in the amount of $400,000. . Received official notification of FTA Section III grant in the amount of $1.2 million dollars in capital funds to purchase additional shuttle vehicles. . Submitted request to FOOT and received approval for $248,125 in toll revenue credits as match for FTA Section III funds (in lieu of using city funds to meet grant match requirements). . Developed "Safety Procedure Manual" for ELECTROWA VE operations as required by Florida Department of Transportation - Division of Transit Safety. . Submitted required monthly Operation Reports for the ELECTROWA VE to the Florida Department of Transportation, Miami-Dade County, and the Department of Environmental Protection. . Maintained daily, weekly and monthly passenger reports for the ELECTROWA VE project. . Developed new ELECTROWA VE brochure introducing fare implementation and extension of route. . Developed various daily operation reporting forms for ELECTROWA VE including amperage usage, mileage, passenger counts, daily vehicle availability. . Submitted annual emission/environmental impact report for ELECTROWA VE to Miami Dade County. . Responded to passenger complaints in relationship to ELECTROWA VE. . Maintained records related to ELECTROWA VE incidents. . Maintain and monitor special information telephone line for ELECTROWA VE. l::XHIBtr B Miami Beach TMA WORK PROGRAM (October 1, 1999 - September 30, 2000) MISSION: To actively contribute to the improvement of Miami Beach's transportation systems. The Miami Beach TMA will identify problems and propose solutions based upon transportation demand management principles. The Miami Beach TMA will plan and implement programs aimed at improving local traffic and parking conditions and will encourage and assist positive actions by others in both the private and public sectors. The Miami Beach TMA will undertake its work in a manner that contributes to the area's economic and community development while sensitive to environmental concerns and the integrity of the historic district. The following goals and services are not based on individual areas or membership participation areas, but on the needs of the entire Miami Beach TMA membership. GOALS: 1. To Maintain an Effective TMA Organizational Structure by: a. Maintaining financial structure of the TMA. b. Monitoring financial progress. c. Developing long-range strategic plan. d. DevelopmenUproduction of effective membership outreach materials. e. Implementing Work Plan for 1999 - 2000 budget year. f. Maintaining & Managing Budget for 1999 - 2000 budget year. g. Execute Joint Participation Agreement with FOOT District VI. h. Coordinate Work Plan and funding with the Dade County MPO. I. Securing membership in the TMA Time Frame: October 1999 - Ongoing 2. Develop Business Community Awareness of Transportation Issues and TMA Activities and Services by: a. Serving as an information clearinghouse for area employers, developers, property owners, and residents on local, state and national transportation-related issues, programs and activities. b. Publication of Quarterly Miami Beach TMA newsletter known as Trans Update and its distribution/circulation to membership and potential members, businesses, and employers. c. Hosting bi-annual TMA workshops and/or seminars with speakers on local transportation related issues, relevant to the local business and residential community. d. Soliciting media coverage of TMA related projects and local transportation services, and planning issues through press releases, and invitations to TMA events, etc. e. Developing community based programs and events linked to carpooling, vanpooling, area shuttle service, local transit service, and bikeways. f. Coordinate transportation days at employment sites through Gold Coast Commuter Services, to increase community awareness of alternative transportation, and to build constituency for membership. Time Frame: October 1999 - Ongoing 3. Research and Development: a. Continue to establish baseline transportation conditions using available City, County, and Regional data coordinated with previous member studies for short and long term project development. b. Evaluate expansion of the shuttle route to include Middle Beach Area, West Avenue, South Pointe, Alton Road, and Ocean Drive. c. Utilize available resources to support the City's Concurrency Management Plan that includes the shuttle, carpooling, vanpooling, and park & ride programs. Time Frame: October 1999 - Ongoing 4. Reduce Drive-Alone Commuting Among Miami Beach TMA Member Employees. Developers, and Businesses by Encouraging Implementation of TOM Strategies by: a. Identifying area travel patterns through Miami Beach TMA transportation surveys. b. Using survey results to develop customized program of TOM strategies with potential for vehicle reduction at individual employment sites. c. Assisting members in initial implementation of TOM programs. d. Offering follow-up assistance to members with existing programs. e. Assisting members in the selection and training of Employee Transportation Coordinators (ETC's). Conduct annual ETC training workshops and meetings in cooperation with GCCS. f. Developing information packets and presentations for use in new employee orientation. g. Hosting "Transportation Day" events at TMA member work sites. h. Producing and distributing generalized marketing materials to encourage commuters' use of alternative travel modes. I. Development of "Commuter Club" along with incentives that recognize and support successful commuting reduction participation. Time Frame: October 1999 - Ongoing 5. Dissemination of Information: Educational Outreach: a. Define a public policy program. b. Publicize the results as they are completed through newsletter. Time Frame: October 1999 - Ongoing 6. Provide Ridematching Services by: a. Utilizing and promoting regional ridematching services. b. Utilizing the regional ridematching services provided by Gold Coast Commuter Services. Time Frame: October 1999 - Ongoing 7. Offer "special" TOM Services to Members: a. Promote guaranteed ride home program through the Gold Coast Commuter Services program. b. Develop and implement transit-pass special discount fare rate in cooperation with MOTA and package shuttle farecards for hotels. c. Implement TMA-sponsored vanpool program (in coordination with the Dade County MPO van pool program). Time Frame: October 1999 - Ongoing 8. Program Implementation: a. Development and placement of Transportation Stations along shuttle/transit route (provide information on available park & ride options, parking lot locations, and other transportation related information. b. Develop the appropriate TDMITSM strategies for the area based on study and survey results. c. Implement TDMITSM strategies as outlined above. Time Frame: October 1999 - Ongoing 9. Assist Members in Responding to Current and Future Transportation Issues by: a. Providing information on transportation-related ordinances (produce and distribute general information flyers, respond to direct employer inquiries). b. Advocating members' interests and views to regulatory bodies. Time Frame: October 1999 - Ongoing 10. Advocate and Support Improvements and Enhancements to Local and Regional Transportation Services and Facilities through: a. Participation in City's local development plan advocating TDM. b. Attending City, County and special transportation and parking committee meetings and commenting when appropriate to insure support of commuting alternatives. 10. Continued from previous page: c. Promotion of alternative teansportation and Park & Ride opportunities. d. Publishing local road improvement construction updates and alternative transportation and routes in TMA newsletters, and special mailings. Time Frame: October 1999 - Ongoing 11. Participation in the Transportation Activities of Local and Regional Transportation Service and Facilities Planning Agencies by: a. Representing members' interests at city and county transportation, parking and bikeways planning meetings. b. Participating on local transportation citizens advisory committees or task forces. c. Coordinating with MOTA on plans for bus service revisions to improve transit access to employment sites. d. Implementation of second phase of electric shuttle service in the MBTMA area. e. Identifying opportunities for privately funded employment site transit services (local-area shuttles). Supporting development with technical assistance, institutional support, and financial support when possible. f. Working closely with local and regional transportation organizations and providers on parking and mobility related issues. g. Serving on Miami Dade County "Special Task Force" for development of Back-to-Work welfare mobility program. Time Frame: October 1999 - Ongoing 12. Membership: a. Formulate membership and funding structure. b. Recruitment of additional private-sector members. c. Develop community-based events to increase TMA participation and membership, and visibility. Time Frame: October 1999 - Ongoing 13. Monitor and Evaluate Progress: a. Tie in goals, objectives, programs and services to measure the effectiveness of: Membership, Public Awareness, Transportation Services, and Traffic Congestion. b. Adjust programs and services as necessary. Time Frame: Quarterly self review Formal ReAP review annually Prepared: August 24,1999 EXHIBit C MIAMI BEACH TRANSPORTATION MANAGEMENT ASSN., INC. OPERATING BUDGET (October 1, 1999 - September 30, 2000) EXPENDITURES: SALARIES: Executive Director (20 hrs. Wkly.) Executive Assistant (30 hrs. Wkly.) Clerical Support (40 hrs. Wkly.) $ 26,000 22,500 6,500 FRINGE BENEFITS: @ 25%) 13,750 TOTAL PAYROLL: $ 68,750 CAPITAL: Modem 400 TOTAL CAPITAL: $ 400 OPERATING: OPERATING TOTAL: $ 1,500 2,500 3,000 5,000- 26,000(**) 2,000 * 2,000** 1,200* 350 2,750* 3,500 2,500 3,800 $ 56,100 Professional Development Travel (Local/Out of Area) Office Supplies Postage Rent (Office Space) Office Equipment Telephone - Long Distance Telephone - Local Beeper Uti I ities/Security/ Janitorial Services Officer/Director Liability Insurance Bi-Monthly Accounting Services Annual Audit ** Colonial Bank In-Kind Donation Anticipated In-Kind Services - Colonial Bank 50% In-Kind - colonial Bank * (**) WORK PLAN EXPENDITURES: (Refer to Work Plan) 2.b. 2.c. 2.d. 2.6. 4.f. & 4.h. 5.a. 5.c. 6.a. 7.a. 7.b. 7.c. 8.d. 12.b. 12.c. WORK PLAN EXPENDITURE TOTAL: $ 1 ,500 1,500 40,500 7,000 15,000 6,000 1,000 1,500 2,500 2,500 13,000 1,000 1,000 8,750 $ 102,750 EXPENDITURE SUMMARY PAYROLL CAPITAL OPERATING WORK PLAN TOTAL EXPENDITURES: $ 68,750 400 56,100 102,750 $ 228,000 MIAMI BEACH TRANSPORTATION MANAGEMENT ASSOCIATION, INC. BUDGET SUMMARY (October 1, 1999 - September 30, 2000) EXPENDITURES: PAYROLL: $ 68,750 OPERATING: 56,100 WORK PLAN: 102,750 CAPITAL: 400 EXPENDITURE TOTAL: $ 228,000 INCOME & SOURCES: CITY OF MIAMI BEACH $ 50,000 10,000 MEMBERSHIP DUES IN-KIND SERVICES 99,600 FOOT (30% MATCH) 75,000 INCOME/SOURCES TOTAL: $ 228,000 ~XH/~/r 1)