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Home My WebLink AboutR-01-1140J-01-891 10/10/01 RESOLUTION NO. A RESOLUTION OF THE MIAMI CITY COMMISSION ACCEPTING THE RECOMMENDATION OF THE CITY MANAGER TO APPROVE THE FINDINGS OF THE EVALUATION COMMITTEE, PURSUANT TO REQUEST FOR PROPOSAL NO. 00-01-162, DATED AUGUST 27, 2001, THAT THE MOST QUALIFIED FIRMS TO PROVIDE BANKING SERVICES FOR THE CITY OF MIAMI ARE, IN RANK ORDER: (1) FIRST UNION BANK, ( 2 ) BANK OF AMERICA AND (3) SUN TRUST; AUTHORIZING THE CITY MANAGER TO NEGOTIATE AND EXECUTE A PROFESSIONAL SERVICES AGREEMENT, IN A FORM ACCEPTABLE TO THE CITY ATTORNEY, WITH FIRST UNION BANK, THE FIRST -RANKED FIRM, FOR A PERIOD OF THREE YEARS, WITH THE OPTION TO RENEW FOR THREE ADDITIONAL ONE-YEAR PERIODS; FURTHER AUTHORIZING THE CITY MANAGER TO NEGOTIATE AND EXECUTE AN AGREEMENT WITH BANK OF AMERICA, THE SECOND -RANKED FIRM, IN THE EVENT NEGOTIATIONS FAIL WITH FIRST UNION BANK, AND IF NEGOTIATIONS ARE NOT SUCCESSFUL, TO ISSUE A NEW REQUEST FOR PROPOSAL FOR BANKING SERVICES; DIRECTING THE CITY MANAGER TO PRESENT THE AGREEMENT TO THE CITY COMMISSION FOR ITS CONSIDERATION. BE IT RESOLVED BY THE COMMISSION OF THE CITY OF MIAMI, FLORIDA: Section 1. The recommendation of the City Manager to approve the findings of the evaluation committee, pursuant to Request for Proposal No. 00-01-162, dated August 27, 2001, that the most qualified firms to provide banking services for the City CITY COMMISSION MEET=1 or 5 All �ia�olutiox� I�'a of Miami are, in rank order: (1) First Union Bank, (2) Bank of America and (3) Sun Trust, is accepted. Section 2. The City Manager is authorized!' to negotiate and execute a professional services agreement, in a form acceptable to the City Attorney, with First Union Bank, the first -ranked firm, for a period of three years, with the option to renew for three additional one-year periods, and to negotiate and execute an agreement with Bank of America., the second -ranked firm, in the event negotiations fail with First Union Bank, and if negotiations are not successful, to issue a new Request for Proposal for banking services. Section 3. The City Manager is directed to present the agreement to the City Commission for its consideration. Section 4. This Resolution shall become effective immediately upon its adoption and signature of the Mayor.2 1� The herein authorization is further subject to compliance with all requirements that may be imposed by the City Attorney, including but not limited to those prescribed by applicable City Charter and Code provisions. If the Mayor does not sign this Resolution, it shall become effective at the end of ten calendar days from the date it was passed and adopted. If the Mayor vetoes this Resolution, it shall become effective immediately upon override of the veto by the City Commission. Page 2 of 3 -' �.d6 9 PASSED AND ADOPTED this 25th day of October ATTEST: . 2001. JOE CAROLLO, MAYOR lot volr & not. In accordanca with NNnn" `c: r'^ by i 0) d 4"': 1L 01 ; I regarding Ramo, witi"'Oui th6 i'vlaY-` cx(" �40 I WALTER J. FOEMAN CITY CLERK APPROVER"'AS TO FO RCF V I M7ELLO TORNEY 2 D.- LB D CORRECTNESS:/ Page 3 of 3 I FooWtOCRY Clerk CIT( OF MIAMI, FLORIDA 17 INTER -OFFICE MEMORANDUM TO: Honorable Mayor and Members of the City Commission RECOMMENDATION DATE: September 28, 2001 FILE: SUBJECT: Approving the Findings of the Evaluation Committee for RFP #00-01-162 REFERENCES: ENCLOSURES: It is respectfully recommended that the City Commission approve the findings of the Evaluation Committee for Request for Proposal (RFP) No. 00-01-162 for Banking Services; and to authorize the City Manager to enter into negotiations with the recommended firms in rank order. BACKGROUND On July 1312001, RFP No. 00-01-162 was issued with responses due to the Office of the City Clerk by August 27, 2001. Three (3) proposals were received, and three proposals were found to be responsive and in accordance with the terms set by the RFP. Two meetings (September 7, 2001 and September 27, 2001) were held by the RFP Evaluation Committee to review and evaluate the proposals. The proposals were evaluated based on the Proposer's a) Qualifications and Experience; b) Ability and Capability to Perform Required Services; c) Corporate Community Commitment; d) Fees for Services; and e) Minority[Women Participation. The results of the Committee's findings in order of results from the proposer with the highest point awarded to the least are as follows: 1) First Union Bank 2) Bank of America 3) Sun Trust It is the recommendation of the Evaluation Committee that the City Manager negotiate with the highest ranked proposer, and in the event negotiations are not successful, proceed to negotiate with the second ranked proposer. If negotiations are unsuccessful, then the committed recommends that a new RFP be issued for banking services. CAG/RJN/?6C/dg i MARKOWITZ, DAVIS, RINGEL & TRUSTY, P. A . ATTORNEYS AT LAW September 28, 2001 Carlos A. Gimenez City Manager Subject: Banking Services Evaluation Committee Recommendation TWO DATRAN CENTER, SUITE 1225 9130 SOUTH DADELAND BOULEVARD MIAMI, FLORIDA 33156-7849 TELEPHONE (305) 670-5000 FAX (305) 670-5011 This memorandum serves to provide the recommendation of the Evaluation Committee for Request for Proposal (RFP) No. 00-01-162 for Banking Services. On September 7 and 27, 2001, the Evaluation Committee comprised of Larry Wempe, City of Miami, Willis Patterson, Miami Dade County, Bert Wrains, City of Oakland Park, Monica Fernandez, Kane, Hoffman & Danner, P.A., and myself met and reviewed the three (3) proposals that were received and deemed responsive. The proposals were evaluated based on the Proposer's a) Qualifications and Experience; b) Ability and Capability to Perform Required Services; c) Corporate Community Commitment; d) Fees for Services; and e) Minority/Women Participation. The results of the Committee's findings in order of results from the firm with the highest point awarded to the least are as follows: 1) First Union Bank 2) Bank of America 3) Sun Trust It is the recommendation of the Evaluation Committee that the City negotiate with the highest ranked firm, and in the event negotiations are not successful, proceed to negotiate with the second ranked firm. If negotiations are unsuccessful, then the committee recommends that a new RFP be issued for banking services. Should you have any questions regarding the findings of the Evaluation Committee, please feel free to contact me at (305) 670-5000, or Ms. Pamela E. Burns, Sr. Procurement Officer at (305) 416- 1905. Very truly yours, CX �' -I Candis Trusty 4 14 rove � RJN/A/PC/dg Date u CITY OF MIAMI, FLORIDA EVALUATION OF RFP NO. 00-01-162 BANKING SERVICES Rater 1 Rater 2 Rater 3 Rater 4 Rater 5 Avg. Total Bank of America 147.00 148.00 127.00 160.00 131.00 142.60 First Union 185.00 165.00 164.00 187.00 179.00 176.00 Sun Trust 137.00 133.00 132.00 95.00 152.00 129.80 Grand Total 469.00 446.00 423.00 442.00 462.00 Raters 1. Larry Wempe, City of Miami 2. Willis Patterson, Miami Dade County 3. Bert Wrains, City Oakland Park 4. Monica Fernandez, Kane, Hoffman &Danner, P.A. 5. Candis Trusty, Markowitz, Davis, Ringel & Trusty, P.A. Approved by: Approved by: 11 S. C r Direc oresignee Chief Pr curement Officer Date: Date: Ili I - 1l.. `1 0 ACCEPTANCE OF CITY MANAGER AND EVALUATION COMMITTEE'S RECOMMENDATION RFP NO. 00-01-162 ITEM: Banking Services DEPARTMENT: Finance TYPE: Contract REASON: It is recommended that the top ranked firm First Union, provide banking services, for the Department of Finance; authorizing the City Manager to negotiate and execute a Professional Services Agreement, in a form acceptable to the City Attorney, for the Department of Finance; further recommending that should negotiations fail with the top ranked firm, proceed to negotiate with the second ranked firm. firect r o rc sing �o /0A Dat AwardIssueRFP n T i' BID ITEM: r 0 CITY OF MIAMI OF THE CITY CLERK BID SECURITY LIST BANKING SERVICES BID NO: RFP -00-01-162 DATE BID(S) OPENED: AUGUST 27, 2001 BIDDER TOTAL BID BANK OF AMERICA FIRST UNION NATIONAL BANK SUN TRUST TIME 11:00 a.m. BID BOND (ER) "Offers from the v cridors I sted ht rF, re the r, -Iv fieri received timely as r, f tl.o r1bove o-,� n*n Ir � an _.ti .. are hereby rejected as late.' receiv d—;'�L �_) env lops on behalf of rson receiving bids) PROCUREMENT DEPARTMENT (City Department) on (Da ) SIGN D#- Deputy Ci erk CITY OF MIAMI ADVERTISEMENT FOR PROPOSAL Sealed proposals will be received by the City of Miami City CIerk at his office located at City Hall, 3500 Pan American Drive, Miami, FL 33133 for the following RFP NO. 00-01-162 BANKING SERVICES OPENING DATE: 11:00 A.M. MONDAY, AUGUST 27, 2001 (Deadline for Request of additional information/clarification: August 6, 2001 at 5:00 PM) A VOLUNTARY pre -proposal conference will be held at Miami Riverside Center, located at 444 SW 2"d Ave, (6th floor conference room), Miami, Florida on August 2, 2001, at 10:00 a.m. Detailed specifications for this RFP are available upon request at the City of Miami, Purchasing Department, 444 SW 2nd Avenue, Sixth Floor, Miami, FL 33130 or download from City's website at www.ci.miami.fl.us. Telephone No. 416-1906. THIS RFP SOLICITATION IS SUBJECT TO THE "CONE OF SILENCE" IN ACCORDANCE WITH MIAMI-DADE COUNTY SECTION 2-11.1. (PLEASE PRINT THIS SECTION IN BOLD PRINT). Carlos A. Gimenez CITY OF MIAMI City Manager LOGO AD NO. 9157 " 'r a,+"��J - City of REQUISITIONS-FOR low Miami This number must ADVERTISEMENT appear in the advertisement. INSTRUCION& Please type and attagh a copy of thg govertisement with this reau'sillion. 1. Departr9gpt: , 2. Division: 3. Account Code number' 00100o• alp k7 4. Is this a confirmation: ❑ Yes ❑ No 5. Prepared by: PETE CjiIRCU'P 6-'Size of advertisement: 7. Starting date: 1113/01 8. Telephone number: 9. Number of times this advertisement is to be published ONCE 10. Type of advertisement: Legal ❑ Classified ❑ Display 11. Remarks:. ) G t _J 12. Publication Date(s) of Advertisement Invoice No. Amount MI'AMT . REVIEW MIAMI Ii1?W D n C-. Cy ' i 3 i I_ 13. Approved ❑ Disapproved Ment Director/Designee Date Approved for Payment Date G GS/PC 5U3 Rev. 12!89 Routing: Forward White and Canary to G.S.A. (Procurement Management) and retain Pink copy. DISTRIBUTION: White - G.S.A.; Canary - Department