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HomeMy WebLinkAboutR-98-0496J-98-560 5/15/98 RESOLUTION NO. 9 8 496 A RESOLUTION, WITH ATTACHMENT, AUTHORIZING THE CITY MANAGER TO ISSUE A REQUEST FOR PROPOSALS ("RFP"), IN SUBSTANTIALLY THE ATTACHED FORM AND SUBJECT TO REVIEW BY THE CITY ATTORNEY, TO SOLICIT PROPOSALS FOR CONSULTING SERVICES FOR THE POLICE LIEUTENANT EXAMINATION PROCESS FOR THE DEPARTMENT OF HUMAN RESOURCES, AND TO SUBMIT THE MOST ADVANTAGEOUS PROPOSAL TO THE CITY COMMISSION FOR APPROVAL. WHEREAS, it is necessary for the Department of Human Resources to obtain consulting services for the promotional examination process for the classification of Police Lieutenant; and WHEREAS, there is no promotional register for this classification in existence at this time due to the expiration of the prior register; and WHEREAS, the City Manager and the Director of Human Resources recommend that the Request for Proposals ("RFP") process be implemented to obtain consulting services to develop, implement, and score a Police Lieutenant Examination Process; NOW, THEREFORE, BE IT RESOLVED BY THE COMMISSION OF THE CITY OF MIAMI, FLORIDA: Section 1. The recitals and findings contained in the Preamble to this Resolution are hereby adopted by reference thereto and incorporated herein as if fully set forth in this Section. IATTACHMEIMT (5)' <zCONTAINED CITY C4 XEETnNc of MAY 2 6 1998 HawludonAHa �+ 98— `�9V Section 2. The City Manager is hereby authorized to issue a Request for Proposals ("RFP"), in substantially the attached form and subject to review by the City Attorney, to solicit proposals for consulting services for the Police Lieutenant Examination process for the Department of Human Resources, and to present the most advantageous proposal to the City Commission for its review and approval. Section 3. This Resolution shall become effective immediately upon its adoption. PASSED AND ADOPTED this 26th day of May , 1998. JOE CAROLLO, MAYOR In accordance with Miami Code Sec. 2.36, since the Mayor did not indicate approvO c1 signing it in the designated place provided, said i , v"I`;ts�"n , c�:, this legislation by 9 g becomes effective with the elapse of ten (10) da s from the date of Comer ssicn ac ;t:, ?/ ism vey. ATTEST: regarding same, without the Mayor exercI Foeman, City Clerk WALTER J. FOEMAN CITY CLERK REVIEWED BY: _ - „ ,-,_ J'i1, OL IREZ-S ASSISTANT CITY LLO CJT�V ATTORNEY W2579:CSK 2 98 -- 496 City of Miami Request for Proposals RFP Proposal Data RFP Number: 97-98-103 Commodity Code: Commodity Title: Type of Purchase: M/WBE Set -Aside: Sr. Buyer: Buyer Phone: E-Mail Address: Issue Date: Pre -Proposal Submission Conference: Day/Date: Time: Location/Mail Address: Purchasing Department Judy S. Carter, Director Miami Riverside Center 444 SW 2"d Avenue, 6' Floor Miami, Florida 33130 Web Site Address: httD://ci.miami.fl.us/ 918-65 CONSULTING SERVICES FOR POLICE LIEUTENANT EXAMINATION PROCESS Six (6) Month Contract with OTR for Two (2) Additional Six (6) Month Periods N/A Pamela Burns 305-416-1905 purchase@ci.miami.fl.us N/A Proposal Submission Deadline Office of the City Clerk City Hall 3500 Pan American Drive Miami, Florida 33133-5504 Fax: 305-416-1925 Directions: FROM THE NORTH: I-95 SOUTH UNTIL IT TURNS INTO USI. USI SOUTH TO 27TH AVE., TURN LEFT PROCEED SOUTH TO SO. BAYSHORE DR. (3RD TRAFFIC LIGHT), TURN LEFT, 1 BLOCK TURN RIGHT ON PAN AMERICAN DR. CITY HALL IS AT THE END OF PAN AMERICAN DR. PARKING IS ON RIGHT. FROM THE SOUTH: USI NORTH TO 27TH AVENUE, TURN RIGHT, PROCEED SOUTH TO SO. BAYSHORE DR. (3RD TRAFFIC LIGHT), TURN LEFT, I BLOCK TURN RIGHT ON PAN AMERICAN DR. CITY HALL IS AT THE END OF PAN AMERICAN DR. PARKING IS ON RIGHT. RFP Content Sections 1.0 Introduction 2.0 Specifications/Scope of Work describing what is needed 3.0 General Terms and Conditions that are general in scope 4.0 Contractual Terms and Conditions of Proposed Contract 5.0 Instructions and Evaluation Process for this RFP 6.0 Response forms and Check List to be completed, signed and submitted with Proposal Sealed written Proposals must be received by the City of Miami, City Clerk's Office, no later than the date, time and at the location indicated above for the Proposal Submission. Submittal of Response by fax is not acceptable. Seven 7 co ies of your proposal and response forms must be returned to the City or your proposal may be disqualified. NOTE: This RFP does not constitute an order for the goods or services specified. The number of copies requested in this RFP together with completed Response Forms must be returned. PUBLIC NOTICE Sealed Proposals will be received by the City of Miami City Clerk at his office located at City Hall, 3500 Pan American Drive, Miami, Fla. 33133 for the following: RFP No. 97-98-103: The City of Miami ("City") is seeking proposals from a qualified Consultant to develop and implement, for the classification of Police Lieutenant a customized examination process, for the Department of Human Resources. SUBMISSION DATE: , 1998 at a.m. This Request for Proposals (RFP) is available upon request at the City of Miami, Purchasing Department, 444 S.W. 2 Avenue, Sixth Floor, Miami, Florida 33130. The telephone number is (305) 416-1904 or (305) 416-1900. Page 1 98-- 496 City of Miami, Florida Consulting Services for Police Lieutenant E ation Process RFP 97-98-103 r 1.0. INTRODUCTION FOR REQUEST FOR PROPOSALS 1.1. Invitation Thank you for your interest in this Request for Proposal ("RFP") process. The City of Miami, through its Purchasing Department invites responses which offer to provide the services described in greater detail in Section 2.0: Specifications / Scope of Work. 1.2. Term of Contract The successful Proposer (hereinafter, "Consultant") shall be required to execute a contract with the City, which shall include, but not be limited to, the following terms: a) The initial term of the Contract shall be for six (6) months, commencing on the date established in the contract. The City shall have the option to extend the Contract for two (2) additional six (6) month periods, at its sole discretion and at the same terms, conditions, and pricing. Proposer will be given at least sixty (60) days prior written notice. b) Extension of the term of the Contract beyond the initial period is an option of the City to be exercised in its sole discretion and which does not confer any rights upon the Proposer. c) The City shall have the right to terminate the Contract, for any reason whatsoever or at any time, upon the sole discretion of the City. 1.3. Business Objective City of Miami, Florida ("City"), a municipal corporation of the State of Florida, is seeking the services of a qualified Consultant, which may be an individual, firm, corporation, joint venture, partnership or other legal entity, to develop and implement for the classification of Police Lieutenant, a customized examination process, for the Department of Human Resources. 1.4. Introduction Careful attention must be paid to all requested items contained in this "Competitive Sealed Proposal," hereinafter referred to as Request for Proposals (RFP). Proposers are invited to submit proposals in accordance with the requirements of this RFP. Please read the entire package before proposing. Proposers shall make the necessary entry in all blanks provided for the responses. The entire set of documents constitutes the RFP. The Proposer must return this document with all information necessary to properly analyze Proposer's response in total and in the same order in which it was Page 2 City of Miami, Florida Consulting Services for Police Lieutenant F 7tion Process RFP 97-98-/03 issued. Proposer's notes, exceptions, and comments may be rendered on an attachment, provided the same format of this RFP text is followed. All proposals shall be returned in a sealed envelope with the RFP number and opening date clearly stated on the outside of the envelope. Proposers must provide a response to each requirement of the RFP. Proposals should be prepared in a concise manner with an emphasis on completeness and clarity 1.5. Award of Contract An award shall be made to the responsible Proposer whose proposal is determined to be the most advantageous to the City, taking into consideration price and the evaluation factors set forth in the Request for Proposals. 1.6. Changes / Alterations Proposer may change or withdraw proposal at any time prior to proposal submission deadline; however, no oral modifications will be allowed. NOTE: (1) The bonds required above shall be issued by companies authorized to do business under the laws of the State of Florida with a general policyholders' rating of no less than "A" and the amount of any required bond shall not exceed 5% of the reported policyholders' surplus as reported in the latest edition of Best's Key Rating Guide, published by Alfred M. Best Company, Inc. 1.7. Performance Bond The Consultant must furnish a performance bond in the principal amount equivalent to the total annual contract value prior to execution of any Contract. The bond shall be conditioned upon full performance of all obligations imposed upon the Consultant in the proposal document and in the resulting Contract. The bond must be executed by a company licensed to do business as a surety company in the State of Florida. The City reserves the right to reject any and all tenders of such bonds or guarantees. Notwithstanding the above, the City may accept, in lieu of a bond, a cashiers check, an irrevocable letter of credit drawn upon a local bank, or cash in the amount of one hundred percent (100%) of the contract price, and made payable to the City of Miami, Florida. The City reserves the right to demand of the Consultant a performance bond in whatever amount is deemed sufficient to guarantee the faithful performance of the terms and conditions of the agreement. 1.8. Sub -Consultants A Sub -Consultant is an individual or firm contracted by the Proposer or Proposer's firm to assist in the performance of services required under this RFP. They shall be paid through Proposer or Proposer's firm and not paid directly by the City. Sub -consultants are allowed by the City in the performance of the services delineated within this RFP. Proposer must clearly reflect in its Proposal any Sub -Consultants proposed to be utilized, and provide for the Sub -Consultant the same information required of Consultant. The City retains the right to accept or reject any Sub -Consultants proposed. Page 3 City of Miami, Florida Consulting Services for Police Lieutenant F ition Process RFP 97-98-103 r 1.9. Unauthorized Work The Consultant shall not begin work until a City purchase order has been issued. The Purchase Order(s) shall specify the price and period of time allotted for the completion of the work. Time may be extended for a specific period when the cause of such delay is beyond the control of the Proposer and provided that notice of such delay is given to the City immediately upon knowledge of impending delay. 1.10. Contract Execution A contract will be negotiated and executed between the Consultant (individual, firm, joint venture, partnership or other legal entity) also referred to as "Consultant," and the City. 1.11. Discrepancies, Errors, and Omissions Any discrepancies, errors, or ambiguities in the RFP or addenda (if any) should be reported in writing to the City's Purchasing Department. Should it be necessary, a written addendum will be incorporated in the RFP. The City will not be responsible for any oral instructions, clarifications, or other communications. 1.12. Disqualification The City reserves the right to disqualify proposals before or after the submission date, upon evidence of collusion with intent to defraud or other illegal practices on the part of the Proposer. 1.13. Proposal Receipt Sealed proposals will be accepted in accordance with the instructions detailed on the cover of this RFP. After that date and time, proposals will no longer be accepted. The Proposer shall file all documents necessary to support its proposals and include them with its proposal. Proposers shall be responsible for the actual delivery of proposals during business hours to the address indicated on the cover and in the RFP. It shall not be sufficient to show that the proposal was mailed in time to be received before scheduled submission date and time for receipt of proposals. 1.14. Capital Expenditures The Consultant understands that any capital expenditures that the Consultant makes, in order to perform the services required by the City in this RFP, is a business risk which the Consultant shall include in its proposed price, and shall assume any additional costs. The City is not and shall not pay or reimburse any capital expenditures or any other expenses, incurred by Proposer in anticipation of a contract award nor to maintain the approved status of the Proposer if a contract is awarded. Page 4 City of, Miami, Florida Consulting Services for Police Lieutenant f -ition Process RFP 97-98-103 1.15. RFP Process Milestones The anticipated schedule for this RFP and subsequent Contract is as follows. All dates are tentative and subject to change. • RFP available for distribution....................................................................... • Due date for Questions............................................................................................ • Proposal Due Date..................................................................................... , 1998 • Initial Meeting of Evaluation Committee............................................................... , 1998 • Evaluation of Proposers by Evaluation Committee ................................................ , 1998 • Oral Presentations, if applicable................................................................. , 1998 • Recommendation from Evaluation Committee to City Manager ........................... , 1998 • Recommendation from the City Manager to the City Commission ....................... , 1998 • City Commission Approval..................................................................................... , 1998 • City Commission Authorization to execute contract .............................................. , 1998 Page 5 City of,t#ami. Florida Consulting Services for Police Lieutenant E tion Process RFP 97-98-103 2.0. SPECIFICATIONS / SCOPE OF WORK The City of Miami is seeking the services of a personnel selection Consultant to develop and implement for the classification of Police Lieutenant a customized examination process, on behalf of the Department of Human Resources. The promotional process will consist of the customized examination processes for Police Lieutenant, and seniority credit for time -in -grade. The score that will be used to establish the eligible Register for this promotional process is be made up of two components. The first component is a weight of 80% of the Register score which results from the Consultant's examination process; the second component is a weight of 20% from seniority points of a candidate in accordance to Civil Service Rule 6 and FOP Union contract with the City of Miami. Approximately 120 candidates are expected to participate in the Police Lieutenant's examination process. 2.1 TESTING PROCEDURE OBJECTIVES The testing procedure for the classification shall fulfill the following Objectives: 1. Be directly job related. 2. Be perceived as fair and objective by the candidates (thereby having a high face validity). 3. Be standardized to ensure equivalency across candidates. 4. Be developed with input from staff from the Police Department, the City's expert consultant, the Department of Justice expert, and the Department of Human Resources. 5. Entail multiple assessment measures. 6. Meet the federal Uniform Guidelines on Employee Selection Procedures and current professional standards, including but not limited to American Psychological Association Standards and/or Academy of Management Standards. The Consultant must be qualified and experienced in Police promotional system design and implementation. 2.2 PROJECT REQUIREMENTS The Consultant shall: 1. Develop no less than three examination exercises that are appropriate to directly measuring the knowledge, skills and abilities necessary to perform the job functions for the classification. Consultant will have input from Police Department staff, the Department of Human Resources, the City's expert consultant, and the Department of Justice expert in the development of examination measures. 2. Work with the Miami Police Department and Department of Human Resources to develop a book list based upon the Job Analysis. The book list must be the sole source of examination material. This list must be published a minimum of 90 days prior to the administration of the examination. 3. Identify percentage of job domain measured by the customized examination processes for the classification. Identify area(s) of job domain not measured by the examination process and identify appropriate measures for assessing that portion of job domain for the classification. Page 6 a i City bf ftfiami, Florida Consulting Services for Police Lieutenant EY -lion Process RFP 97-98-103 4. Consultant and members of the Consultant's firm or agency shall be present to administer the examination process for the classification. Location of test sites is the responsibility of the City. City staff may be also utilized as proctors for the examination process. 5. Consultant's firm or agency, under the direct supervision of the Consultant, shall score the examination processes and generate descriptive statistics such as means and standard deviation for each classification. Consultant shall analyze the scores from the examination process to determine if group means differ, on ethnic groups and/or gender, and to what extent for the classification. 6. Consultant shall recommend cutoff points on the customized examination processes for the classification. The City's expert consultant and Department of Justice expert will be involved in all stages of examination development and implementation, and reserve the right to review the recommended cutoff point for the process. 7. Consultant shall provide on -site orientation program to ensure all candidates receive uniform information for the classification. This phase will include written guidelines and rules that will govern the administration of the examination process. Consultant shall select, obtain and train individuals from the law enforcement community to serve as assessors, if applicable to examination process. Appropriate ethnic and gender representation must be present among assessors for each classification. The training of the assessors and the ethnic and gender background making up the assessor panel must be approved by the City's expert consultant, the Department of Justice expert, and the Department of Human Resources for each classification process. The City reserves the right to have representation present at any and all processes that involve assessors, including but not limited to training sessions, orientations, selection proceedings, and assessment processes. The same number of assessors must be used to assess everyone participating in the assessment center, if applicable. 9. Consultant shall select, obtain and train individuals to serve as role players, if applicable to the examination process. Appropriate ethnic and gender representation should be present among the role players for the classification process. 10. Consultant shall video tape the examination processes or exercises, if applicable to the design of the proposed examination process (e.g., assessment center exercises) and conduct ratings from video tape for each of the classifications. 11. The Consultant shall provide candidates feedback to include a written profile of candidate's performance from their examination processes, and a plan for improving performance that shall be developed from the score of the candidate. 12. The Consultant shall provide to the Department of Human Resources statistics stating the content validity of the examination process. Actual scores and validity statistics must be provided by the Proposer to the City upon request for each candidate in the classification. 13. Use the recently conducted Job Analysis (see Attachment A) by the City's expert for the classification of Police Lieutenant and generate a separate content validity report linking the examination process to the job analysis results for the classification consistent with the Federal Uniform Guidelines on Employee Selection Procedures and current professional standards. Page 7 • Citv,of Miami, Florida Consulting Services for Police Lieutenant EY ' •ation Process RFP 97-98-103 14. The Consultant shall provide three (8 hours) days of post-test consultation without charge, as well as lock their current fee rate for consultation at time of proposal for any additional work if necessary. 15. The Consultant shall furnish all equipment, materials, supervision or supplies necessary for completion of all the services specified in this RFP. Failure to possess the necessary materials and equipment in order to satisfactorily perform the services may result in the default of the Proposer from the ensuing contract. The Consultant shall, as part of a contract with the City, agree to appear on the City's behalf as an expert witness in the event of any litigation arising from examination process for the classification. The Consultant agrees to appear for a total time of three (3) days ranging from approximately three (3) to eight (8) hours per day per each classification, not including travel time, without any additional financial costs to the City. After the three (3) days has been utilized, the Consultant shall be allowed to charge the City his or her reasonable daily rate at time of contract for any additional days for the services relating to litigation and/or appearing as an expert witness; said appearance and resulting costs have to be approved by the City in advance of travel. Reasonable travel expenses, a rental car allowance, hotel accommodations, and a meal allowance for appearances arising from litigation shall be paid to the Consultant by the City as additional costs upon approval by the City and in accordance with § 112.061, Florida Statutes. 2.3 PROJECT SCHEDULE Project Schedule: Included in this RFP is an anticipated project schedule of events or process milestones that illustrates the time -frame requirements for conducting the work described above. Work is anticipated to begin the month of September, 1998 and should conclude no later than September 30, 1999. Proposer must submit a proposed timeline outlining the anticipated services and activities of their proposal and how long each component will take to complete the project. 2.4 COST / FEE STRUCTURE Proposer shall detail a budget of all costs and fees associated with the completion of this project. All costs must be itemized on a per activity basis (e.g., information gathering, development of assessment measures, assessment center administration, scoring, report development, travel and accommodations, daily rate of compensation for appearance, etc.) including the overall total cost to develop and implement a customized examination process for Police Lieutenant (i.e., video exercises, materials production, mailing, telephone and other communication costs between the Proposer and the City) that is specific to the format proposed for project completion. In accordance with the proposed timeline submitted in the proposal, a schedule for payment will be negotiated with Consultant in the Contract. Payments to the Consultant will be paid based on completion of the project services and activities and to the complete satisfaction of the City. Page 8 City bf ,Miami, Florida Consulting Services for Police Lieutenant E• ition Process RFP 97-98-103 3.0. GENERAL TERMS AND CONDITIONS 3.1. Acceptance/Rejection The City of Miami reserves the right to accept or reject any or all proposals or to select the Proposer, who in the opinion of the City, will be in the best interest of and/or the most advantageous to the City. The City also reserves the right to reject the proposal of any Proposer who has previously failed to properly perform under the terms and conditions of a contract, to deliver on time contracts of a similar nature, and who is not in a position to perform the requirements defined in this RFP. The City reserves the right to waive any irregularities and technicalities and may, at its discretion, withdraw and/or re -advertise the RFP. 3.2. Approval by Emergency Financial Oversight Board The State of Florida has appointed an Emergency Financial Oversight Board (Oversight Board) which is empowered to review and approve all City of Miami contracts. As a result, contracts shall not be binding on the City until such time as they have been approved by the Oversight Board. Execution of a contract by the City Manager shall constitute evidence of its approval by the Oversight Board. 3.3 City Not Liable for Delays It is further expressly agreed that in no event shall the City be liable for, or responsible to, the Consultant, any sub -consultant, or to any other person for, or on account of, any stoppages or delay in the work herein provided for by injunction or other legal or equitable proceedings or on account of any delay for any cause over which the City has no control. 3.4. Contact Person The contact person for this RFP is Pamela Burns, Sr. Procurement Contracts Officer, Department of Purchasing, who can be reached at (305) 416-1905 or (305) 416-1900. 3.5. Contract Award And City's Rights The proposals will be evaluated by an Evaluation Committee ("Committee") appointed by the City Manager, comprised of appropriate City staff and members of the community, as deemed necessary, with the appropriate experience and/or knowledge. The City shall evaluate each proposal based upon the evaluation criteria established herein (the "Evaluation Criteria"). A Proposer may receive the maximum number of available points or a portion of this score depending on the merit of its proposal, as evaluated by the Committee. The City reserves the right, in its sole discretion, to request one (1) or more Proposers to make oral presentations before the Committee as part of the evaluation process. The Committee shall submit its recommendation to the City Manager for acceptance. The City Manager shall make his recommendations to the City Commission requesting the authorization to negotiate with the recommended Proposer. No Proposer shall have any rights against the City arising from such negotiations or termination thereof. Page 9 98- 496 City of 4,Iiami, Florida Consulting Services for Police Lieutenant E 7tion Process RFP 97-98-103 The City reserves the right to enter into contract negotiations with the selected Proposer. If the City and the Proposer cannot negotiate a successful contract, the City may terminate said negotiations and begin negotiations with another selected Proposer(s) This process will continue until a contract acceptable to the City has been executed or all proposals are rejected. The City reserves the right to negotiate with each responsible and responsive Proposer. No Proposer shall have any rights against the City arising from such negotiations or termination thereof. The decision to award a contract shall be made by the City Commission. The contract shall be in form and substance acceptable to the City. The City Commission's decision of whether to make the award(s) and to which Proposer(s) shall be final. While the City Commission may direct that the City enter into a Contract with a Proposer(s), said Contract may be conditional on the subsequent submission of other documents within the time and in the manner specified in the contract. The Consultant(s) shall acquire no vested rights by virtue of its selection or recommendation by the Selection Committee. No rights at all shall accrue to the benefit of the Consultant(s) until the Contract is executed by both parties. The City reserves the right to reject any or all proposals, in whole or in part, and/or make award to one or more Proposers, whichever is deemed to be in the City's best interests. The City also reserves the right to waive any informalities, irregularities and technicalities in procedure at its sole discretion. The City shall prepare and present the Contract for execution to the Consultant. 3.6. Cost Incurred By Proposers All expenses involved with the preparation and submission of proposals to the City, or any work performed in connection therewith shall be borne by the Proposer(s). 3.7. Inquiries Any questions regarding this Proposal should be directed in writing via mail or fax to the Chief Procurement Officer (Director of Purchasing) 444 S.W. 2nd Avenue, 6" Floor, Miami, Florida 33130. Proposers requiring clarification or interpretation of the RFP shall make a written request to the Chief Procurement Officer on or before the close of business . The person or firm submitting the request will be responsible for its timely delivery. Written responses will be compiled and shall be issued only in addendum format and distributed to all potential Proposers. Any questions regarding the process may be addressed to Ms. Pamela Burns, Sr. Procurement Contracts Officer, at telephone (305) 416-1905, fax (305) 416-1925, or e-mail. 3.8. Legal Requirements This RFP is subject to all applicable federal, state, county and local laws, ordinances, rules and regulations that in any manner affect any and all of the services covered herein. Lack of knowledge by the Proposer shall in no way be cause for relief from responsibility. Page 10 0 • 11 City of A-liami, Florida Consulting Services for Police Lieutenant E -tion Process RFP 97-98-103 3.9. Minority / Women Business Enterprise M/WBE) Program Ordinance No. 10062, as amended, entitled the Minority and Women Business Affairs and Procurement Ordinance of the City of Miami, Florida sets forth "...a goal of awarding at least 51 percent of the City's total annual dollar volume of all expenditures for all goods and services, to Black, Hispanic and Women minority business enterprises on an equal basis." A minority business enterprise is defined as a business firm "...in which at least 51 percent of said enterprise is owned by Blacks, Hispanics, or Women and whose management and daily business operations are controlled by one or more Blacks, Hispanics or Women." To achieve the goal established by Ordinance 10062, vendors doing business with the City are encouraged to include minority firms as participants in their proposals. Acceptable ways for minority participation in this Proposal are: 1. Proposers Certified by the City of Miami as M/WBE prior to proposal submission 2. Proposers who include minority/female-owned firms as subconsultants. 3. Proposers who have key professional staff members who are minorities and/or females assigned to key positions for this engagement. For the purposes of this RFP, a M/WBE certified entity is one which has been certified by the City of Miami as a Black, Female, or Hispanic business enterprise prior to proposal submission. Entities which are M/WBE certified by the Dade County Public Schools or the State of Florida, any of its agencies, municipalities, or political subdivisions must also meet the City of Miami's M/WBE certification requirements. Proposers may contact the City Clerk's Office for copies of Ordinance No. 10062 and amendments. The Purchasing Department will provide the necessary forms and instructions upon request. Please contact can be made with Ms. Marva Wiley, M/WBE Supervisor, at (305) 416-1921. Each Proposer shall also submit along with the Proposal an Affirmative Action Policy (AAP). 3.10. Non -Appropriation of Funds In the event no funds or insufficient funds are appropriated and budgeted or funding is otherwise unavailable in any fiscal period for payments due under the contract, then the City, upon written notice to the Consultant or his/her assignee of such occurrence, shall have the unqualified right to terminate the contract without any penalty or expense to the City. 3.11. Occupational License Requirement Any Proposer with a business location in the City of Miami, who submits Proposal under this RFP, shall meet the City's Occupational License Tax requirements in accordance with Chapter 31.1, Article I of the City of Miami Charter. Proposers with a business location outside the City of Miami shall meet their local Occupational License Tax requirements. A copy of the license must be submitted with the Proposal; however, the City may at its sole option and in its best interest allow the Proposer to supply the license to the City during the evaluation period, but prior to award. Page 11 1 0 • City df :1tiami, Florida Consulting Services for Police Lieutenant E- -ition Process RFP 97-98-103 3.12. Payment Proposer must submit proposed timeline outlining the services and activities to be provided with Proposal for project completion. Payments to the Consultant will be negotiated and paid based on completion of project timelines to the complete satisfaction of the City. 3.13. One Proposal Only one (1) Proposal from an individual, firm, partnership, corporation or joint venture will be considered in response to this RFP. If it is found that a Proposer or Proposer's sub -consultant is included with more than one (1) Proposal, all Proposals which include such Proposer shall be rejected by the City. 3.14. Proposer Qualifications Proposers must satisfy the following requirements cited below. Failure to do so will result in the Proposal being deemed non -responsive. A. Proposer shall be in the business of providing goods and/or services as described in this proposal; that have a record of performance for a reasonable period of time; and that have sufficient financial support, equipment and organization to insure that they can satisfactorily execute the services if awarded a Contract under the terms and conditions herein stated. B. The City reserves the right, before awarding the contract, to require a Proposer to submit such evidence of his/her qualifications as it may deem necessary and may consider any evidence available to it of the financial, technical, and other qualifications and abilities of a proposer, including previous experiences of same with the City and performance evaluation for services, in making the award in the best interest of the City. C. Have no record of criminal activities. D. Proposer shall not have any member, officer, or stockholder that is in arrears or is in default of any debt or contract involving the City, is a defaulter surety otherwise, upon any obligation to the City, and/or has failed to perform faithfully on any previous contract with the City. 3.15. Proposer Registration It is the policy of the City that all prospective Proposers complete a "Vendor Application" indicating the commodities/services which the Proposer can regularly supply to the City for inclusion on the City's Proposer/bidder's list. Should a prospective Proposer not be currently listed on the City's Proposer/bidder's list, a Vendor Application will be enclosed with the RFP package. Proposers who have already submitted an application and secured a Vendor number from the City are not required to submit a new Vendor application. For any questions, contact the Vendor Registration Section at (305) 416-1913. 3.16. Public Entity Crimes A person or affiliate who has been placed on the convicted Proposer list following a conviction for a public entity crime may not submit a Proposal on a contract to provide any goods or services to a public entity, may not submit a Response on a contract with a public entity for the construction or repair of a Page 12 City of aliami, Florida Consulting Services for Police Lieutenant E tion Process RFP 97-98-103 public building or public work's project, may not submit a Response on a lease of real property to a public entity, may not be awarded or perform work as a contractor, supplier, subcontractor, or consultant under a contract with any public entity, and may not transact business with any public entity in excess of the threshold amount provided in Section 287.017 of Florida Statutes for Category Two for a period of 36 months from the date of being placed on the convicted Proposer list. 3.16. Resolution Of Protests Any Proposer who feels aggrieved in connection with the solicitation or award of a contract may protest in writing to the Chief Procurement Officer (Purchasing Director) who shall have the authority, subject to the approval of the City Manager and the City Attorney, to settle and resolve a protest with final approval by the City Commission. Proposers are alerted to Ordinance No. 11072 which describes the protest procedures and is included in this RFP. Protests failing to meet the requirements for filing shall not be accepted. Failure of a party to timely file shall constitute a forfeiture of such party's right to file a protest. NO EXCEPTIONS. 3.17. Review Of Proposals For Responsiveness Each proposal will be reviewed to determine if it is responsive to the submission requirements outlined in the RFP. A "responsive" Proposal is one which follows the requirements of the RFP, includes all documentation, is submitted in the format outlined in the RFP, is of timely submission, and has appropriate signatures as required on each document. Failure to comply with these requirements may deem a proposal non -responsive. A responsible proposer is one that has the capability in all respects to fully perform the requirements set forth in the proposal, and that has the integrity and reliability which will assume good faith performance. 3.18. Sales Tax The City of Miami is State Sales Tax exempt. Notwithstanding, Proposers should be aware of the fact that all materials and supplies which are purchased by the Proposer for the completion of the contract is subject to the Florida State Sales Tax in accordance with Section 212.08 Florida Statutes amended 1970 and all amendments thereto and shall be paid solely by the Proposer. 3.19. Use of Name The City is not engaged in research for advertising, sales promotion, or other publicity purposes. No advertising, sales promotion or other publicity materials containing information obtained from this proposal are to be mentioned, or imply the name of the City, without prior express written permission of the City. Page 13 I i I City of rtfiami, Florida Consulting Services for Police Lieutenant F gtion Process RFP 97-98-103 4.0. SPECIAL PROVISIONS of PROPOSED CONTRACT 4.1. Authorization Upon authorization of the City Commission, the City Manager or his designee shall negotiate all aspects of a Contract with the selected Proposer. The City Attorney's Office will provide assistance to the City Manager or his designee during the negotiation of the contract and must approve the Contract as to legal form and correctness prior to the City Commission's authorization for the execution of the contract by the City Manager. Moreover, the State of Florida has appointed an Emergency Financial Oversight Board (Oversight Board) which is empowered to review and approve all pending City of Miami contracts. As a result, contracts shall not be binding on the City until such time as they have been approved by the Oversight Board. Execution of a contract by the City Manager shall constitute evidence of its approval by the Oversight Board. The contract shall comply with all applicable laws, City Charter, and code provisions. 4.2. General The contract shall address, but not be limited to, the following terms and conditions: 4.2.1. Amendments to the Contract The City Manager shall have sole authority to amend the Contract on behalf of the City. 4.2.2. Assignment Of Contract The Consultant shall not assign or subcontract the Contract, or any portions thereof, or any part of his/her operations, without written permission granted by the City through the City Manager, in the City's sole discretion. 4.2.3. Audit Rights and Records Retention The Consultant agrees to provide access to the City, or any of its duly authorized representatives, to any books, documents, papers, and records of the contractor which are directly pertinent to this Agreement, for the purpose of audit, examination, excerpts, and transcriptions. The Consultant shall maintain and retain any and all of the aforementioned records for three (3) years after the City makes final payment and all other pending matters are closed. 4.2.4. Cancellation The City, by written notice, may terminate the Contract, in whole or in part, , when such action is in the best interest of the City. If the Agreement is so terminated, the City shall be liable only for payment for services rendered prior to the effective date of termination. Page 14 City oj"Miami, Florida Consulting Services for Police Lieutenant E tion Process RFP 97-98-103 4.2.5. Compliance With Orders And Laws Consultant(s) shall comply with all local, state, and federal directives, ordinances, rules, orders, and laws as applicable to this RFP and subsequent contracting including, but not limited to: 4.2.5.1 Executive Order 11246, which prohibits discrimination against any employee, applicant, or client because of factors including, but not limited to, race, creed, color, national origin, sex, or age with regard to, but not limited to, the following: employment practices, rate of pay or other compensation methods, and training selection. 4.2.5.2 Occupational, Safety and Health Act (OSHA), as applicable to this RFP. 4.2.5.3 The State of Florida Statutes, Section 287.133(3)(A) on Public Entity Crimes. 4.2.5.4 Minority/Women Business Affairs Enterprise (M/WBE) City Ordinances No. 10062, 10538, and 11272, as amended, as applicable to this RFP. 4.2.5.5 Americans with Disabilities Act of 1990, as amended. 4.2.5.6 First Source Hiring Agreement, City Ordinance No. 10032, as amended, as applicable to this RFP. Implemented to foster the creation of new, permanent jobs for City of Miami residents. 4.2.5.7 National Institute of Occupational Safety Hazards (NIOSH), as applicable to this RFP. 4.2.5.8 Local Preference Ordinance No. 11087, as applicable to this RFP. 4.2.5.9 Conflict of Interest, City Code, Section 2-611 & 612, as applicable to this RFP. Lack of knowledge by the Proposer will in no way be a cause for relief from responsibility. Non- compliance with all local, state, and federal directives, orders, and laws may be considered grounds for termination of contract(s). Copies of the above City Ordinances may be obtained from the City Clerk's Office. 4.2.6. Conflict Of Interest If any individual member of a proposing team, or an employee of a proposing team/firm, or an immediate family member of the same is also a member of any board, commission, or agency of the City of Miami, that individual is subject to the conflict of interest provisions of the City Code, Section 2-611. The Code Page 15 City of, Iiami, Florida Consulting Services for Police Lieutenant E, #ion Process RFP 97-98-103 states that no City of Miami officer, official, employee or board, commission or agency member, or a spouse, son, daughter, parent, brother or sister of such person, shall enter into any contract, transact any business with the City, or appear in representation of a third party before the City Commission. This prohibition may be waived in certain instances by the affirmative vote of 4/5 of the City Commission, after a public hearing, but is otherwise strictly enforced and remains effective for two years subsequent to a person's departure from City employment or board, commission or agency membership. This prohibition does not preclude any person to whom it applies from submitting a proposal. However, there is no guarantee or assurance that such person will be able to obtain the necessary waiver from the City, even if such person were the successful Proposer. A letter indicating a conflict of interest for each individual to whom it applies shall accompany the submission package. The letter must contain the name of the individual who has the conflict; the relative(s), office, type of employment or other situation which may create the conflict; the board on which the individual is or has served; and the dates of service. 4.2.7. Contract Administrator The Contract Administrator for the contract shall be: Name Ms. Mary Leckband, Project Manager Department Human Resources Address 444 S.W. 2°d Avenue Seventh Floor Miami, FL 33130 Phone Number (305) 416-2114 4.2.8. Contract Representative The Proposal shall include the name and telephone, and/or beeper number, in the event the contract is awarded to Proposer, where the contract representative designated by Proposer can be reached on a daily basis during at least regular business hours, Monday through Friday, for purposes of addressing complaints and receiving information as to contract performance. 4.2.9. Indemnification The Consultant shall indemnify and save harmless forever the City, and all the City's agents, officers and employees from and against all charges or claims resulting from any bodily injury, loss of life, or damage to property from any act, omission or neglect, by itself or its employees; the Consultant(s) shall become the defendant in every suit brought for any of such causes of action against the City or the City's officials, agents and employees related to this; the Proposer shall further indemnify City as to all costs, attorney's fees, expenses and liabilities incurred in the defense of any such claims and any resulting investigation. Please refer to Sec. 6.2. Indemnification and Insurance. 4.2.10. Insurance Page 16 City of Miami, Florida Consulting Services for Police Lieutenant f Won Process RFP 97-98-103 Within ten (10) days after execution of contract, the Consultant shall furnish Evidence of Insurance to the Purchasing Department. Please refer to Section 6.2 Indemnification and Insurance. Execution of Contract and issuance of a purchase order is contingent upon the receipt of proper insurance documents. If the insurance certificate is received within the specified time frame but not in the manner prescribed in this RFP, the Consultant shall be verbally notified of such deficiency and shall have an additional five (5) calendar days to submit a corrected certificate to the City. If the Proposer fails to submit the required insurance documents in the manner prescribed in this RFP, within fifteen (15) calendar days after the Consultant has been made aware of Commission award, the Proposer may be in default of the contractual terms and conditions. Under such circumstances, the Proposer may be prohibited from submitting future proposals to the City. Information regarding any insurance requirements shall be directed to the Risk Administrator, Risk Management Division, at (305) 416-1700. Additionally, Consultant may be liable to the City for the cost of re -procuring the services, caused by Consultant's failure to submit the require documents. 4.2.11. Permits, and Licenses The Proposer shall obtain and pay for any applicable licenses, permits and inspection fees as may be required for each assigned project. All work shall comply with all applicable laws and ordinances. In the event any governmental restrictions may be imposed which would necessitate alterations of the material, quality, workmanship or performance of the items offered on this proposal prior to their delivery, it shall be the responsibility of the Consultant(s) to notify the City at once, indicating in his/her letter the specific item/service which requires an alteration. The City reserves the right to accept any such alteration including any price adjustment(s) occasioned thereby, or to cancel the contract at no expense or other liability(s) to the City. Page 17 A A M City of Miami, Florida Consulting Services for Police Lieutenant f ition Process RFP 97-98-103 5.0. INSTRUCTIONS FOR SUBMITTING A PROPOSAL The following information and documents are required to be provided with Proposer's Response to this RFP. Failure to do so may deem your proposal non -responsive. 5.1. Instructions to Proposers The purpose of this RFP is to hire a qualified Consultant to develop and implement for the classification of Police Lieutenant a customized examination process. Therefore, only fully capable, experienced, and qualified Proposers should submit Proposals in response to this RFP. Throughout this RFP, the phrases "must" and "shall" will denote mandatory requirements. Any Proposer's proposed system that does not meet the mandatory requirements is subject to immediate disqualification. When responding to this RFP, all Proposers shall adhere to the guidelines defined below. Any and all proposals that do not follow the prescribed format are subject to immediate disqualification. 5.1.1. Submission Requirements PROPOSAL FORMAT The following documentation shall be included as a minimum in the Proposal and submitted to the City. Instructions to Proposers: Proposers should carefully follow the format and instructions outlined below, observing format requirements where indicated. Proposals must contain the information itemized below and in the order indicated. This information should be provided for the Proposer and any subconsultants to be utilized for the work contemplated by this RFP. Proposals submitted which do not include the following items may be deemed non- responsive and may not be considered for contract award. The response to this solicitation shall he presented in the following format. Failure to do so may deem your Proposal non -responsive. 1. Cover Page The Cover Page should include the Proposer's name; Contact Person for the RFP; Firm's Liaison for the Contract; Primary Office Location; Local Business Address, if applicable; Business Phone and Fax Numbers; Title of RFP; RFP Number; Federal Employer Identification Number or Social Security Number. 2. Table of Contents The table of contents should outline, in sequential order, the major sections of the proposal as listed below, including all other relevant documents requested for submission. All pages of the proposal, including the enclosures, should be clearly and consecutively numbered and correspond to the table of contents. Page 18 98- 496 City of Miami, Florida Consulting Services for Police Lieutenant Won Process RFP 97-98-103 3. Executive Summary: A signed and dated summary of not more than two (2) pages containing the Qualifications, Knowledge, Experience, Past Performance, and Organization's Approach to representing the City of Miami as contained in the submittal. Include the name of the organization, business phone and contact person. Provide a summary of the work to be performed by Proposer. 4. Proposer's Qualifications ("Proposer" refers to the Business Organization which employs primary consultant and consulting team members ): 1.) Describe the firm's organizational history and structure; indicate whether the City has awarded previously any contracts to the firm. 2.) Provide a list of all principals, owners or directors. 3.) Submit a summary listing of all full-time employees classified by name, occupational title, and race/ethnic ity/gender. 4.) Indicate the location of the firm where the work will be performed. 5.) Letter of interest, clearly describing the members of the consulting team and explaining the firm's interest in performing the required professional services. Include copies of resumes for those individuals who will perform services, detailing educational background, test development experience, and experience with content validity approach. 6.) List of current and previous clients, including the names of contact personnel and their telephone numbers. (The City reserves the right to contact these clients as part of the evaluation process.) Clearly state Police -related experience. 7.) List of all lawsuits and the disposition of the lawsuits relating to employment testing filed against the firm or agency. 8.) Address the above -listed items for sub -consultant firms proposed, as applicable. 5. Primary Consultant's Experience: 1.) Letter detailing the experience of Proposer as it relates to projects of similar complexity and scope. Clearly state Police -related experience. 2.) Qualifications summary of the Proposer in the form of a resume including educational history, experience with content validity, test development history, and as it relates to proposed project. 3.) Provide as a minimum three (3) Letters of Reference from entity(ies) for which the Proposer has provided a similar service in the past three (3) years. 4.) List of current and previous clients. (The City reserves the right to contact these clients as part of the evaluation process.) 5.) Summary of all litigation experience in which the Proposer served as an expert witness in employment -related testing. 6.) List of all lawsuits and the disposition of lawsuits filed against the Proposer relating to employment testing. 7.) Address the above -listed items for any individual sub -consultants proposed, as applicable. 6. Description of Proposed Testiniz Processes: 1.) Summary of testing process proposed. 2.) Summary of previous relevant experience to include an explanation of the content validity process to be utilized linking the City's Job Analyses (see Attachment A) to the examination processes proposed, and explanation of scoring methodology for examination processes. Page 19 1 i 1 City of iLfiami, Florida Consulting Services for Police Lieutenant F -ition Process RFP 97-98-103 3.) Names of individuals to be assigned to this project, the amount of time each will be assigned to the project, their qualifications including academic credentials, project roles and ethnic and gender identification. 7. Implementation Strategy Summary of administration/implementation plan for proposed testing process. 8. Ability to Perform Work within the Contract Time Frame Timetable for project completion including benchmarks. 9. Work Samples: Sample exercises/work sample of the examination processes proposed. 10. Minority/Women Participation, if applicable • For proposers seeking M/WBE consideration in the evaluation process, proposers must be certified by the City of Miami as M/WBE prior to proposal submission date. Additionally, the following documents must be submitted with proposal, if applicable: • City of Miami M/WBE Certificate/letter evidencing current certification status • City of Miami Minority/Business Affairs Registration Affidavit • For Proposers seeking Affirmative Action consideration in the evaluation process, proposers must provide the names of key professional staff members by race, gender and ethnicity. 11. Local Preference, if applicable • State the Primary Office Location of the Proposer. • Provide location from which the Consultant will be based to perform the work. 12. Affidavits / Acknowledgments • Proposers shall complete and submit as part of its proposal all of the following forms and/or documents: • 6.1 RFP Information Form • 6.2 Insurance Requirements • 6.3 Proposer Background Information • 6.4 Minority / Women Business Affairs Registration Affidavit • 6.5 Minority Status Information Sheet • 6.6 Affirmative Action Policy for Equal Employment Opportunity (Sample) • 6.7 Primary Office Location Affidavit • 6.8 Debarment and Suspension Certificate • 6.9 M/WBE Certification, if applicable • 6.10 Conflict of Interest, if applicable Page 20 a � ; I City of Miami, Florida Consulting Services for Police Lieutenant L lion Process RFP 97-98-103 THE FOLLOWING MUST BE SUBMITTED WITH YOUR PROPOSAL IN A SEPARATE SEALED ENVELOPE. FAILURE TO DO SO MAY DEEM THE PROPOSAL NON -RESPONSIVE. 13. Cost / Fee Proposal All costs / fees required for completion of services proposed shall be submitted with proposal and provided in a separate sealed envelope. These costs/fees will not be reviewed until each responsive Proposal has been evaluated according to the Evaluation criteria cited in Section 5.2. Failure to provide costs may deem your Proposal non -responsive. All costs to provide the total services delineated herein must be delineated on a per activity basis (e.g., information gathering, development of assessment measures, assessment center administration, scoring, report development, travel and accommodations, daily rate of compensation for appearance, etc.) including the overall total cost to develop and implement a customized examination process for Police Lieutenant. 5.2 EVALUATION CRITERIA Proposals first will be rated and evaluated by the Evaluation Committee on the basis of all factors other than Price to provide services as described under Phase # 1 below. Based upon the criteria, Proposers shall be ranked in order according to score (from high to low). Phase # 1: For the Technical Phase, the Evaluation Committee will first evaluate and rate all proposals on the Technical (Quality) criteria listed in this section below. A Proposer may receive the maximum points or a portion thereof depending on the merit of its proposal, as judged by the Committee. The evaluation process will include the following criteria: a. Proposer's Experience 15 points b. Firm's Qualifications 15 points c. Description of Proposed Testing Processes 20 points d. Implementation Strategy 20 points e. Ability to Perform Work within the Contract Time Frame 20 points f. Work Samples 20 points g. Local Preference, if applicable 10 points h. Minority / Women Participation, if applicable 5 points TOTAL: 125 points Upon the completion of the technical evaluation Phase #1, including the rating and ranking, the Committee may choose to conduct oral presentation(s) with the Proposer(s) which the Evaluation Committee deems to warrant for further consideration based on the best rated proposal providing the highest quality of service to the City of Miami; scores in clusters; significant breaks in scoring; and/or for the purpose of maintaining competition. Page 21 WNIM City of Miami, Florida Consulting Services for Police Lieutenant E lion Process RFP 97-98-103 Phase # 2: After the Evaluation Committee re-evaluates proposals following an oral presentation, if applicable, the Committee will then evaluate the Cost/Fee Proposals (Phase #2) of those Proposers remaining in consideration. The costs/fees proposal submission will be assigned a maximum of 25 points. Phase #2 will be utilized whereas the separate listing of all costs/fees to be charged by Proposer shall be opened for the final candidates as determined by the Committee. The top rated Proposals, plus any ties, will then be rated using Cost/Fee Proposal as a factor. Fees charged will be evaluated in the following manner: 1. The responsive Proposal with the lowest total cost will be given the maximum number of points. 2. Each proposal will be given points proportionately in relation to the lowest costs proposed.. The cost/fee proposal will be evaluated utilizing the following formula: Lowest Total Cost Proposed Total Points Proposer's Cost/Fee Proposal X for Costs/Fees = Points This point total will be calculated by dividing the lowest total cost by the proposer's costs being evaluated with the result being multiplied by the weight (points) to arrive at a cost score of less than the full score for fees. Meetings and/or interviews may be scheduled with any responsible and responsible Proposers for clarifications, if any, relative to costs/fees cited in Proposal. The cost/fees for services shall then be considered for the top candidates in accordance with the cited formula. The costs/fees charged to provide services shall not be the sole determining factor for award. The City reserves the right to rank more or less than three (3) candidates should it so desire under Phase #1, and subsequently meet and/or interview the same, according to that which serves the City's best interests. 5.3. Response Format Seven ('n bound of your complete response to this RFP must be delivered to: Mr. Walter Foeman, City Clerk City of Miami Office of the City Clerk First Floor 3500 Pan American Drive Miami, Florida 33133 Proposals received at any other location than the aforementioned or after the proposal submission date shall be deemed non -responsive. Page 22 y i i City of .kfiami. Florida Consulting Services for Police Lieutenant rtion Process RFP 97-98-103 Proposals should be signed by an official authorized to bind the Proposer to the provisions contained in the proposal. Proposals are to remain valid for at least 180 days. Upon award of a contract, the contents of the proposal of the Consultant may be included as part of the contract, at City of Miami's discretion. 5.3.1. Trade Secrets Execution to Public Records Disclosure All proposals submitted to the City are subject to public disclosure pursuant to Chapter 119, Florida Statutes. An exception may be made for "trade secrets". If your proposal contains information that constitutes a "trade secret", all material that qualifies for exemption from Chapter 119 must be submitted in a separate envelope, clearly identified as "TRADE SECRETS EXCEPTION," with your firm's name and the RFP number marked on the outside. Please be aware that the designation of an item as a trade secret by you may be challenged in court by any person. By your designation of material in your proposal as a "trade secret" you agree to indemnify and hold harmless the City of Miami for any award to a plaintiff for damages, costs or attorney's fees and for costs and attorney's fees incurred by the City by reason of any legal action challenging your claim. Page 23 a • • Ciry oj'Nliami. Florida Consulting Services for Police Lieutenant. ition Process RFP 97-98-103 6.0. RFP Response Forms CHECK LIST This checklist is provided to help you conform with all form/document requirements stipulated in this RFP. Submitted With Proposal 6.1 RFP Information Form This form must be completed, signed, and returned with Proposal. YES, 6.2 Insurance Requirements Acknowledgment of receipt of information on the insurance YES requirements for this RFP. (Must be signed). 6.3 Proposer Background Information This form must be completed in its entirety to verify the capability of YES Proposer to perform the services specified in the RFP. 6.4 Minority/Women Business Affairs Registration Affidavit, if applicable - Must be completed and signed only if one or more of YES the owners in the business enterprise is at least 51 % owned by a Black, Hispanic or Female. 6.5 Minority Status Information Sheet To be completed, if applicable. 6.6 Affirmative Action Policy for Equal Employment Opportunity 6.7 Primary Office Location Affidavit, if applicable 6.8 Debarment and Suspension Certificate (Must be signed). 6.9 MIWBE Certification, if applicable 6.10 Conflict of Interest, if applicable 6.11 Proposer (Vendor) Application, if applicable - All prospective Proposers should complete a Vendor application for the commodities/services the Proposer can regularly supply to the City. Should a prospective Proposer not be currently listed on the City's Proposer/bidder's list, a Vendor application will be enclosed with the RFP package. Proposers who have already submitted an application and secured a vendor number from the City are not required to submit a new Vendor application. Page 24 YES YES YES YES YES YES • / • City of Miami, Florida Consulting Services for Police Lieutenant f rtion Process RFP 97-98-103 6.12 Occupational License All Responses shall be accompanied by a copy of your current YES license(s), as required. 6.13 Proposal Response YES A complete and thorough Proposal, with all required information formatted as requested and denoted in Section 5.5.1 Submission Requirements. 6.14 Cost / Fee Proposal - to be submitted with Proposal in a sealed YES, envelope separate from Proposal containing all costs/fees proposed for this project. Page 25 City of Miami, Florida Consulting Services for Police Lieutenant E ition Process RFP 97-98-103 6.1. RFP Information Form Mailing Date: Buyer: RFP No.: 97-98-103 Telephone: Pamela Burns 305-416-1905 Please quote on this form(s) net prices for the item(s) attached. Return signed original and retain a copy for your files. Prices should include all costs, including transportation to destination. The City reserves the right to accept or reject all or any part of this proposal. Fees should be firm for a minimum of 90 days. In the event of errors in extension of totals, the unit prices shall govern in determining the quoted prices. SHORT TERM CONTRACT FOR: CONSULTANT FOR POLICE LIEUTENANT EXAMINATION PROCESS We have read your Request for Proposal, completed the necessary documents, and propose to furnish and deliver, F.O.B. DESTINATION, the items or service specified herein. number of calendar days required to complete work after Notice to Proceed or issuance of purchase order. number of calendar days required before commencement of work. Delivery will be made within calendar days after receipt of purchase order. Terms: 2%-10 days Net 30 days Additional discount of % if awarded all items. (include cash discount for prompt payment, if any) Contact Person/Telephone: Warranty and/or guarantee: All exceptions to this Proposal have been documented in the section below. EXCEPTIONS: Page 26 City oj'Atiami. Florida Consulting Services for Police Lieutenant ! ition Process RFP 97-98-103 I certify that any and all information contained in this proposal is true; and I further certify that this proposal is made without prior understanding, agreement, or connection with any corporation, firm, or person submitting a proposal for the same materials, supplies, equipment, or services, and is in all respects fair and without collusion or fraud. I agree to abide by all terms and conditions of the RFP, and certify that I am authorized to sign for the Proposer. Please print the following and sign your name: Firm's Name: Principal Business Address: Mailing Address: Telephone: Fax: Name: Title: Authorized Signature: Page 27 1 ti City of, Miami, Florida Consulting Services for Police Lieutenant E ition Process RFP 97-98-103 6.2. Indemnification and Insurance INDEMNIFICATION Consultant shall indemnify, defend and hold harmless the City and its officials, employees and agents (collectively referred to as "Indemnities") and each of them from and against all loss, cost, penalties, fines, damages, claims, expenses (including attorney's fees) or liabilities (collectively referred to as "Liabilities") by reason of any injury to or death of any person or damage to or destruction or loss of any property arising out of, resulting from, or in connection with (i) the performance or non-performance of the services contemplated by the Contract which is or is alleged to be directly or indirectly caused, in whole or in part, by any act, omission, default or negligence (whether active or passive) of Consultant or its employees, agents, or subcontractors (collectively referred to as "Consultant"), regardless of whether it is, or is alleged to be, caused in whole or part (whether joint, concurrent, or contributing) by any act, omission, default or negligence (whether active or passive) of the Indemnities, or any of them or (ii) the failure of the Consultant to comply with any of the provisions in the Contract or the failure of the Consultant to conform to statutes, ordinances or other regulations or requirements of any governmental authority, federal or state, in connection with the performance of the Contract. Proposer expressly agrees to indemnify and hold harmless the Indemnities, or any of them, from and against all liabilities which may be asserted by an employee or former employee of Proposer, or any of its subcontractors, as provided above, for which the Proposer's liability to such employee or former employee would otherwise be limited to payments under state Workers' Compensation or similar laws. Consultant further agrees to indemnify, defend and hold harmless the Indemnities from and against (i) any and all Liabilities imposed on account of the violation of any law, ordinance, order, rule, regulation, condition, or requirement, in any way related, directly or indirectly, to Consultant's performance under the Contract, compliance with which is left by the Contract to the Consultant, and (ii) any and all claims, and/or suits for labor and materials furnished by the Consultant or utilized in the performance of the Contract or otherwise. Where not specifically prohibited by law, Consultant further specifically agrees to indemnify, defend and hold harmless the Indemnities from all claims and suits for any liability, including, but not limited to, injury, death, or damage to any person or property whatsoever, caused by, arising from, incident to, connected with or growing out of the performance or non-performance of the Contract which is, or is alleged to be, caused in part (whether joint, concurrent or contributing) or in whole by any act, omission, default, or negligence (whether active or passive) of the Indemnities. The foregoing indemnity shall also include liability imposed by any doctrine of strict liability. The Consultant shall furnish to City of Miami, c/o Department of Purchasing, 444 SW 2°d Avenue, 61 Floor, Miami, Florida 33130, Certificate(s) of Insurance prior to contract execution which indicate that insurance coverage has been obtained which meets the requirements as outlined below: Page 28 9&- 496 City of wfiami, Florida Consulting Services for Police Lieutenant E tion Process RFP 97-98-103 A. Worker's Compensation Insurance for all employees of the Proposer as required by Florida Statute 440. B. Public Liability Insurance on a comprehensive basis in an amount not less than $1,000,000.00 combined single limit per occurrence for bodily injury and property damage. City must be shown as an additional insured with respect to this coverage. C. Automobile Liability Insurance covering all owned, non -owned and hired vehicles used in connection with the work in an amount not less than statutory combined single limit per occurrence for bodily injury and property damage. D. Professional Liability Insurance with Minimum Limits of $1,000,000.00 per occurrence. The City needs to be named as additional insured. BINDERS ARE UNACCEPTABLE. The insurance coverage required shall include those classifications, as listed in standard liability insurance manuals, which most nearly reflect the operations of the Consultant. All insurance policies required above shall be issued by companies authorized to do business under the laws of the State of Florida, with the following qualifications: The Company must be rated no less than "A" as to management, and no less than "Class X" as to financial strength, by the latest edition of Best's Key Rating Insurance Guide or acceptance of insurance company which holds a valid Florida Certificate of Authority issued by the State of Florida, Department of Insurance, and are members of the Florida Guarantee Fund. Page 29 City of Miami, Florida Consulting Services for Police Lieutenant i ation Process RFP 97-98-/03 Insurance Requirements form (page 2) Certificates will indicate no modification or change in insurance shall be made without thirty (30) days written advance notice to the certificate holder. NOTE: CITY RFP NUMBER AND/OR TITLE OF RFP MUST APPEAR ON EACH CERTIFICATE. Compliance with the foregoing requirements shall not relieve the Consultant of his liability and obligation under this section or under any other section of this Agreement. The Consultant shall be responsible for assuring that the insurance certificates required in conjunction with this Section remain in force for the duration of the contractual period; including any and all option terms that may be granted to the Proposer. --If insurance certificates are scheduled to expire during the contractual period, the Consultant shall be responsible for submitting new or renewed insurance certificates to the City at a minimum of ten (10) calendar days in advance of such expiration. --In the event that expired certificates are not replaced with new or renewed certificates which cover the contractual period, the City shall: A) Suspend the contract until such time as the new or renewed certificates are received by the City in the manner prescribed in the RFP. B) The City may, at its sole discretion, terminate the Contract for cause and seek re -procurement damages from the Consultant in conjunction with the violation of the terms and conditions of the Contract. The undersigned Proposer acknowledges that (s)he has read the above information and agrees to comply with all the above City requirements. Proposer: (Company name) Date: Signature: Print Name: FAILURE TO COMPLETE, SIGN, AND RETURN THIS FORM MAY DISQUALIFY YOUR RESPONSE Page 30 City of Miami, Florida Consulting Services for Police Lieutenant E tion Process RFP 9'-98-l03 6.3. Proposer Background Information INSTRUCTIONS: This questionnaire is to be included with your Response. Do not leave any questions unanswered. When the question does not apply, write the word(s) "None", or "Not Applicable", as appropriate. Please print. COMPANY NAME: COMPANY OFFICERS: President Secretary 1. 2. 3. 4. 5. Vice President Treasurer County or Municipal Occupational License No. (attach copy with Response) Occupational License Classification Occupational License Expiration Date: Miami -Dade County Certificate of Competency No. (attached copy if requested in RFP) Social Security or Federal I.D. No. Page 31 of ownership of ownership of ownership of ownership • City of .Lliami, Florida Consulting Services for Police Lieutenant E• -lion Process RFP 97-98-103 Proposer Background Information form (page 2) EXPERIENCE: 6. Number of Years your organization has been in business: 7. Number of Years experience PROPOSER (person, principal of firm, owner) has had in operation of the type required by the specifications of the RFP: 8. Number of Years experience PROPOSER (firm, corporation, proprietorship) has had in operation of the type required by the specifications of the RFP: 9. Experience Record: List references who may be contacted to ascertain information on past and/or present contracts, work, jobs, that PROPOSER has performed of a type similar to that required by specifications of the City's RFP: Contact Person: Contact Person: DATE OF JOB DESCRIPTION OF JOB Phone No: DATE OF JOB DESCRIPTION OF JOB Phone No: Page 32 � M City of Miami, Florida Consulting Services for Police Lieutenant E •ion Process RFP 97-98-/03 Proposer Background Information form (page 3) FIRM NAME/ADDRESS DATE OF JOB DESCRIPTION OF JOB Contact Person: Phone No: FIRM NAME/ADDRESS DATE OF JOB DESCRIPTION OF JOB Contact Person: Phone No: FIRM NAME/ADDRESS DATE OF JOB DESCRIPTION OF JOB Contact Person: Phone No: FAILURE TO COMPLETE, SIGN, AND RETURN THIS FORMMAYDISQUALIFY YOUR RESPONSE Page 33 98- 496 ON of Pv/iami, Florida Consulting Services for Police Lieutenant E- pion Process RFP 97-98-103 6.4. Minority/Women Business Affairs Registration Affidavit Please Check One Box Only [ ] Hispanic [ ] Female [ ] Black [ ] Not Applicable If business is not 51 % minority/female owned , affidavit does not apply. If not applicable, notarization is not required. I (We), the undersigned agree to the following conditions: 1) that we have read Section 2.25 of the General Terms and meet the fifty-one percent (51 %) ownership and management requirement for minority/women registration status and will abide by all of the policies and regulations governing the City of Miami Minority and Women Business Enterprise Procedures; 2) that if at any time information submitted by the undersigned applicant in his/her Vendor Application should prove to be false, inaccurate, or misleading, applicant's name will be struck from the City of Miami's Bidder's list with no further consideration given to this applicant; 3) that the City of Miami maintains the right, through award of contract, to revoke the award, should it be found that false, inaccurate or misleading information or a change in the original information have occurred; 4) to notify the City of Miami within thirty (30) days of any change in the firm's ownership, control, management or status as an ongoing minority/women business concern as indicated on the Vendor Application, and that the City of Miami, upon a finding to the contrary, may render a firm's registration with the City null and void and cease to include that firm in its registered list of minority and women -owned businesses; 5) that the City of Miami has a right to diligently verify all information submitted by applicant in his/her Vendor Application to monitor the status of the Minority/Women Business Enterprise, once registered; 6) that the City of Miami may share a firm's registration information concerning its minority/women status and its capability with other municipal or state agencies for the sole purpose of accessing the firm to their procurement opportunities, unless otherwise specified by the firm in writing. Page 34 • City of Miami, Florida Consulting Services for Police Lieutenant, .7tion Process RFP 97-98-103 Minority/Women Business Affairs Registration Affidavit (page 2) I (We) certify under the penalties of perjury that the information contained in any and all application documents submitted to the City of Miami is correct as per Ordinance No. 10062, as amended. Firm Name: (Name, Title & Date) (If signing as a corporate officer, kindly affix corporate seal) (Name, Title & Date) This application must be signed by at least one general partner of a partnership or the proprietor of a sole proprietorship or all partners of a joint venture. NOTARIZATION COUNTY, SS COUNTY OF MIAMI-DADE Date: That: and acknowledged the foregoing instrument as his/her act and deed. That he/she has produced NOTARY PUBLIC: My Commission Expires: personally appeared before me as identification. FAILURE TO COMPLETE, SIGN, AND RETURN THIS FORM MAY DISQUALIFY YOUR RESPONSE Page 35 9$- 196 City of Miami, Florida Consulting Services for Police Lieutenant E Ttion Process RFP 97-98-103 6.5. Minority Status Information Sheet MINORITY CLASSIFICATION AND PARTICIPATION Please check one box only and complete any and all sections applicable to your firm. 1. Indicate Minority/Women classification of Business Enterprise (PROPOSER): [ ] B=BLACK [ ] H=HISPANIC [ ] F=FEMALE [ ] NM=NON-MINORITY 2. If ONE OF THE FOLLOWING, give details of Minority/Women Participation within firm(s), or as it may apply to this RFP, if awarded. Indicate Minority/Women Classification of each company: A. JOINT VENTURE: Provide information regarding Minority/Women Firms participating and the extent of participation. % of Dollar Firm Name Business Address Proposal Amount B. SUBCONSULTANTS: Provide information regarding Minority/Women firms participating and the extent of participation. % of Dollar Firm Name Business Address Proposal Amount FAILURE TO COMPLETE, SIGN, AND RETURN THIS FORM MAYDISOUALIFY YOUR RESPONSE. Page 36 • City of Miami, Florida Consulting Services for Police Lieutenant E ion Process RFP 97-98-103 6.6. Sample Affirmative Action Policy For Equal Employment Opportunity AFFIRMATIVE ACTION/ EQUAL EMPLOYMENT OPPORTUNITY - POLICY STATEMENT It is the policy of (Company Name) to base its hiring and promotions on merit, qualifications and competency and that its personnel practices will not be influenced by an applicant's or employee's race, color, place of birth, religion, national origin, sex, age, marital status, veteran and handicapped status. One of the management duties of all principals at (Company Name) is to ensure that the following personnel practices are being satisfied: 1. Take every necessary affirmative action to attract and retain qualified employees, regardless of race, color, place of birth, religion, national origin, sex, age, marital status, veteran and handicapped status. 2. Maintain equitable principles in the recruitment, hiring, training, compensation and promotion of employees. 3. Monitor and review personnel practices to guarantee that equal opportunities are being provided to all employees, regardless of race, color, place of birth, religion, national origin, sex, age, marital status, veteran and handicapped status. (Company Name) is committed to take affirmative action and aggressively pursue activities that will serve to enable all employees and applicants opportunities available throughout this organization. Clearly, the above actions cannot be accomplished as a secondary duty for any individual, despite the full support of management. And so, to monitor our efforts, (Company Name) has assigned one of its principals as the Affirmative Action Director to monitor all activities of this program. Employees may contact (Name of assigned principal) at (telephone number) regarding this Affirmative Action Policy. DATE: (SIGNATURE/TITLE): FAILURE TO COMPLETE, SIGN, AND RETURN THIS FORMMAYDISQUALIFY YOUR RESPONSE. Page 37 • City of Miami, Florida Consulting Services for Police Lieutenant E tion Process RFP 97-98-103 6.7. Primary Office Location Affidavit riease type or print cieariy. i ms wltidavlt must be completed in full, signed and notarized only if your primary office islocated within the corporate limits of the City of Miami. Legal Name of Firm: Entity Type: (check one box only) [] Partnership [] Sole Proprietorship [) Corporation Corporation Doc. No: Occupational License No: PREVIOUS Street Address: City: State: Date Established: Date of Issuance: How long at this location: Page 38 98- 496 City of Miami, Florida Consulting Services for Police Lieutenant E rion Process RFP 97-98-103 Primary Office Location Affidavit (page 2) I (we) certify, under penalty of perjury, that the primary office location of our firm has not been established with the sole purpose of obtaining the advantage granted bona fide local proposers by this section. (Corporate Seal) Authorize Signature Print Name Title Authorize Signature Print Name Title (Must be signed by the corporate secretary of a Corporation or one general partner of a partnership or the proprietor of a sole proprietorship or all partners of a joint venture.) STATE OF FLORIDA, COUNTY OF MIAMI-DADE Subscribed and Sworn before me that this is a true statement this day of Notary Public, State of Florida Printed name of Notary Public My Commission expires 0 Personally known to me; or 0 Produced identification: 199 (Seal) Please submit with your proposal copies of Occupational License, professional and/or trade License to verify local status. The City of Miami also reserves the right to request a copy of the corporate charter, corporate income tax filing return and any other documents(s) to verify the location of the firm's primary office. FAILURE TO COMPLETE, SIGN, AND RETURN THIS FORMMAYDISQUALIFY YOUR RESPONSE Page 39 98-- 496 6ty of Itiami, Florida Consulting Services for Police Lieutenant E !ion Process RFP 97-98-103 6.8. Debarment And Suspension CITY OF MIAMI CODE SEC. 18-56.4 (a) Authority and requirement to debar and suspend: After reasonable notice to an actual or prospective contractual party, and after reasonable opportunity to such party to be heard, the City Manager, after consultation with the Chief Procurement Officer and the City Attorney, shall have the authority to debar a contractual party for the causes listed below from consideration for award of city contracts. The debarment shall be for a period of not fewer than three (3) years. The City Manager shall also have the authority to suspend a contractor from consideration for award of city contracts if there is probable cause for debarment. Pending the debarment determination, the authority to debar and suspend contractors shall be exercised in accordance with regulations which shall be issued by the Chief Procurement Officer after approval by the City Manager, the City Attorney, and the City Commission. (b) Causes for debarment or suspension include the following: 1. Conviction for commission of a criminal offense incident to obtaining or attempting to obtain a public or private contract or subcontract, or incident to the performance of such contract or subcontract; 2. Conviction under state or federal statutes of embezzlement, theft, forgery, bribery, falsification or destruction of records, receiving stolen property, or any other offense indicating a lack of business integrity or business honesty; 3. Conviction under state or federal antitrust statutes arising out of the submission of bids or proposals; 4. Violation of contract provisions, which is regarded by the Chief Procurement Officer to be indicative of nonresponsibility. Such violation may include failure without good cause to perform in accordance with the terms and conditions of a contract or to perform within the time limits provided in a contract, provided that failure to perform caused by acts beyond the control of a party shall not be considered a basis for debarment or suspension; 5. Debarment or suspension of the contractual party by any federal, state or other governmental entity; 6. False certification pursuant to paragraph (c) below; or Page 40 98- 496 City of Miami, Florida Consulting Services for Police Lieutenant E tion Process RFP 97-98-103 7. Any other cause judged by the City Manager to be so serious and compelling as to affect the responsibility of the contractual party performing city contracts. (c) Certification: All contracts for goods and services, sales, and leases by the City shall contain a certification that neither the contractual party nor any of its principal owners or personnel have been convicted of any of the violations set forth above or debarred or suspended as set forth in paragraph (b) (5). The undersigned hereby certifies that neither the contractual party nor any of its principal owners or personnel have been convicted of any of the violations set forth above, or debarred or suspended as set forth in paragraph (b) (5). Company name: Signature: Date: FAILURE TO COMPLETE, SIGN, AND RETURN THIS FORM MAY DISQUALIFY YOUR RF.CPONSF- Page 41 �G CITY OF MIAM1, FLORIDA CA=3 INTER -OFFICE MEMORANDUM Honorable Mayor and Members TO: of the City Commission DATE: May 26, 1998 FILE: SUBJECT: Miami Police Department - Police Lieutenant Promotional Exam RFP FROM: Jose Garcia -Pedrosa REFERENCES: City Manager /W ENCLOSURES: RECOMMENDATION It is respectfully recommended that the City Commission adopt the attached Resolution authorizing the City Manager to issue a Request for Proposal (RFP), in substantially the attached form, to provide Consulting Services for the Police Lieutenant Examination Process, for the Department of Human Resources. we XCRI81iKI I C The Job Analysis for Police Lieutenant was finalized April 1998. From the Job Analysis, the job specifications are updated for the Civil Service classification of Police Lieutenant, as well as this analysis will need to be used to develop a content valid promotional examination for the classification. In order to identify potential test developers, an RFP must be released that details the specifications and scope of services needed for the promotional examination project. Services for this project include the development of an examination using the recently conducted Job Analysis, administration/implementation of the examination, scoring and the preparation of a final report. The Police Captain's examination is scheduled to take place June 15-18, 1998, and there are currently three Captain's vacancies that will be filled. The promotion of current Police Lieutenants to the rank of Captain will thereby cause immediate vacancies in the Civil Service classification of Police Lieutenant. The last Eligible Register for Police Lieutenant expired on 4/29/97. The Register established from this examination process will have a maximum existence into the year 2001. JGP:CMC:ARB:me1 REQUESTING ISSUANCE OF RFP ITEM: Consulting Services for the Police Lieutenant Examination Process DEPARTMENT: Human Resources TYPE: Request to Issue RFP REASON: There is no promotional register for this classification in existence at this time due to the expiration of the prior register. RECOMMENDATION: to obtain Consulting Services to develop, implement, administer, and score the Police Lieutenant Examination Process. Director RZur asi (I I �\ -� ate AwazdIssueRFP 98- 496