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HomeMy WebLinkAboutR-97-0799J-97-784 1 1 /13/97 RESOLUTION NO. 9 7- 799 A RESOLUTION ACCEPTING THE FINDINGS OF THE SELECTION COMMITTEE, AS TO THE MOST QUALIFIED FIRMS, IN RANK ORDER, #1, LANDY JACOBS AND ASSOCIATES, INC. (LJA), AND #2, BARRETT AND ASSOCIATES, INC. (BAR), TO PROVIDE AND ADMINISTER THE PROMOTIONAL EXAMINATION PROCESSES FOR THE CLASSIFICATIONS OF POLICE CAPTAIN AND POLICE SERGEANT AS STIPULATED IN THE REQUEST FOR PROPOSALS (RFP), FOR THE DEPARTMENT OF HUMAN RESOURCES; AUTHORIZING THE CITY MANAGER TO NEGOTIATE AND EXECUTE AN AGREEMENT, IN A FORM ACCEPTABLE TO THE CITY ATTORNEY, WITH LJA FOR AN INITIAL TERM OF SIX (6) MONTHS, WITH THE OPTION TO EXTEND FOR THREE (3) ADDITIONAL SIX (6) MONTH PERIODS, AT AN ESTIMATED TOTAL COST NOT TO EXCEED $110,000 DURING THE INITIAL AND EXTENDED TERM OF THE AGREEMENT; ALLOCATING FUNDS THEREFOR FROM THE DEPARTMENT OF POLICE GENERAL OPERATING BUDGET, ACCOUNT CODE NO. 001000.290201.6.270; FURTHER, AUTHORIZING THE CITY MANAGER TO INSTRUCT THE CHIEF PROCUREMENT OFFICER TO ISSUE A PURCHASE ORDER FOR THESE SERVICES. WHEREAS, Requests for Proposals were mailed to 18 firms seeking a broad range of responses from test development providers to furnish promotional examination and evaluation processes for the classifications of Police Captain and Police Sergeant for the Department of Human Resources;; and WHEREAS, the Selection Committee evaluated the four (4) proposals received on October 15,1997, in response to the City's Request for Proposals, and selected, in rank order, the two firms of Landy Jacobs and Associates, Inc. and Barrett and Associates, Inc. as the most qualified to provide the required professional services; and CITY COMMISSION MEETING OF NOV 2 6 1997 Aseolutfon. Na 9 7 - 799 WHEREAS, funding is available for the payment of compensation in an amount not to exceed $1 10,000 from the general operating budget of the Department of Police, Account Code 001000.290201.6.270; 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. Section 2. The City Commission hereby accepts the findings of the Selection Committee, as to the most qualified firms, in rank order, #1. Landy Jacobs and Associates, Inc. (LJA), and #2. Barrett and Associates, Inc. (BAR), to provide and administer the promotional examination processes for the classifications of police captain and police sergeant as stipulated in the Request for Proposals (RFP), for the Department of Human Resources. Section 3. The City Manager is hereby authorized' to negotiate and execute an agreement, in a form acceptable to the City Attorney, with Landy Jacobs and Associates, Inc. for an initial terms of six (6) months with the options to extend for three (3) additional six (6) month periods, at an estimated total cost not to exceed $1 10,000 during the initial and extended term of the agreement, with funds therefor hereby allocated from the Department of Police General Operating Budget, Account, Code No. 001000.290201.6.270. Section 3. The City Manager is hereby authorized to instruct the Chief Procurement Officer to issue a purchase order for these services. ' 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. 2 97- 799 o E Section 4. This Resolution shall become effective immediately upon its adoption. PASSED AND ADOPTED this 26th day of November 1997. XAVIER L. SUAREZ, MAYOR ATTEST: WALTER J. FOEMAN CITY CLERK PREPARED AND APPROVED BY: OLGA/ RAMIREZ-SEIJ ASS I TANT CITY AT OR EY APPROVED AS TO FORM AND CORRECTNESS: A/ QUOTA N J O CITY ATTORI\ W1996:CSK In accordance with Miami Code Sec. 2-36, since the Mayor did not indicate approval of this legislation by signing it in the designated place provided, said legislation t EGUV becomes effective with the elapse of ten (10) days from the date of Com ssion action regarding same, without the Mayor exercift Jet% - /� � / LTER J.L-F6EPLIAN, CITY CLERK 3 97- 799 0 CITY OF MIAMI, FLORIDA 0 CA=1 .4 INTER -OFFICE MEMORANDUM TO: DATE: i^- ! FILE: Honorable Mayor and Members NOV 1 4 �� of the City Commission SUBJECT: Promotional Examinations; Police Captain & Sergeant RFP No. 96-97-076 FROM: REFERENCES: Edward M*ueCity ManENCLOSURES: RECOMMENDATION It is respectfully recommended that the City Commission adopt the attached Resolution approving the findings of a Selection Committee as to the most qualified firms, in rank order, to provide promotional examination processes for the classifications of Police Captain and Police Sergeant; authorizing the City Manager to undertake negotiations with the most qualified firm, to execute a contract, in a form acceptable to the City Attorney not to exceed $110,000, and to instruct the Chief Procurement Officer to issue a purchase order for these services. BACKGROUND As a result of the need for new promotional processes within the Miami Police Department for the classifications of Police Captain and Police Sergeant, it was necessary to secure a test developer. Proposals received pursuant to Request for Proposals (RFP) No. 96-97-076, have been analyzed by a Selection Committee to identify a firm with the ability to develop, administer/implement, score, and prepare a final report on police promotional examinations. Eighteen (18) RFP's were mailed and four (4) responses were received. Two firms, Landy Jacobs and Associates, Inc., and Barrett and Associates, Inc., ranked one and two, respectively. The Department of Human Resources recommends that the City Commission accept the findings of the Selection Committee and authorize the City Manager to enter into negotiations with Landy Jacobs and Associates, Inc., to execute a contract, in a form acceptable to the City Attorney, not to exceed an estimated cost of $110,000 and to instruct the Chief Procurement Officer to issue a purchase order for these services. In the event negotiations with Landy Jacobs and Associates, Inc., are not successful, the City Manager would be authorized to enter into negotiations with the next highest rated firm. Funding is available to cover the cost of these services in the general operating budget of the Department of Police - Account Code No. 001000.290201.6.270. 97- 799 CITY OF MIAMI, FLORIDA INTER -OFFICE MEMORANDUM TO: Judy S. Carter DATE : November 4, 1997 FILE: Director Dep tnt of Purchasing SUBJECT: RFP No. 96-97-076 FROM: onald H. Warshaw, Chief REFERENCES: Police Department ENCLOSURES: This department has verified available funding with the Office of Budget and Management Analysis that funds are available to cover the cost of the subject Request for Proposals No. 96-97-076 in an amount not to exceed $110,000 in Account Code 001000.290201.6.270. BUDGETARY REVIEW AND APPROVED BY: Dip ay Parekh, Director Office of Budget and Management Analysis RSJ/atc 97- 799 3 RFP No. 96-97-076 TABULATION BY THE SELECTION COMMITTEE for the CONSULTANT FOR POLICE SERGEANT AND POLICE CAPTAIN PROMOTIONAL EXAMS AVERAGED OVERALL TOTAL PROPOSERS RATER #1 RATER #2 RATER #3 RATER #4 RATER #5 SCORES SCORE RANKING INCL. PRICING Barrett and Associates, Inc. Suite Seven 500 West Exchange Street Akron, Ohio 44302 84 80 73 74 79 78 80.74 # 2 Non -local / Non -Minority Booth Research Group, Inc. 47 53 48 50 58 51.2 71.2 Is 12689 Antelope Trail Parker, Colorado 80138 (TIE) N on- oval / Non -Minority Landy Jacobs and Assoc., Inc. 87 300 South Burrowes Street State College, Pa. 16801 Non-local/Non-Minority Personnel Decisions International 64 45 South 7th Street, Suite 2000 Minneapolis, Mn. 55402 Non-local/Non-Minority (Consideration given to a Project Principal that is a nority & local) APPROVED BY: arter Chief Proc emeIt Officer DATE: l �•/ �� I! Prepared by Pamela Burns, 11/4/97 ui 81 85 88 90 86.2 100.98 49 67 62 64 61.2 71.2 APPROVED BY: W/ XfQN) �j D'rector / De " nee DATE: // " � 7 #1 #3 (TIE) • LIST OF SELECTION COMMITTEE MEMBERS CONSULTANT FOR POLICE SERGEANT AND POLICE CAPTAIN PROMOTIONAL EXAMS RFP NO.96-97-076 Major Paul Shepard Miami Police Department 2. Mary Leckband, Chair Department of Human Resources 3. Sgt. Jose Acuna Representing Fraternal Order of Police (FOP) 4. Dr. Sheldon Zedeck Expert Testing Consultant City of Miami 5. Dr. Irwin Goldstein Expert Consultant Department of Justice 97_ ' 999 7 • CITY OF MIAMI. FLORIDA INTER -OFFICE MEMORANDUM TO Edward Marquez DATE October 30, 1997 FILE City Manager Sue. ECT Selection Committee Recommendation RFP No - 96-97-076 FROM : Mary E. Leckband REFERENCES Industrial/Organizational Psychologist Department of Human Resources ENCLOSURES. The Selection Committee that reviewed the Proposals received in accordance to RFP 96- 97-076 (attached) for the purpose of developing and implementing for the classification of Police Captain a customized examination process, and for the classification of Police Sergeant a customized examination process for the Department of Human Resources, recommend the awarding of the contract to Landy, Jacobs and Associates, Inc. of Boulder, Colorado for the said purpose of developing, administrating/implementing, scoring, preparing a final report, and providing test consultation for both classifications. The contract will be for an initial period of six (6) months with three (3) six (6) month options for extension. The total price to be paid for said services is $106,050. The Selection Committee found that the only other proposal submitted that could be also con- sidered if negotiations with Landy, Jacobs and Associates, Inc. are not approved, is that of Barret & Associates, Inc. of Akron, Ohio for the same services within the stated terms for a total price of $572,000. The Selection Committee consisted of Dr. Sheldon Zedeck, Expert Consultant to the City of Miami; Dr. Irwin Goldstein, Expert Consultant to the Department of Justice; Major Paul Shepard, Miami Police Department; Sergeant Jose Acuna, Fraternal Order of Police; and Mary Leckband, Industrial/Organizational Psychologist for the City of Miami and Chairperson of the Selection Committee. After the review of the proposals by the committee, the proposal by Landy, Jacobs and Associates, Inc. was found to be the most responsive, responsible, and cost reasonable proposal, thereby earning the recommendation of the committee to provide the services of developing, administrating/implementing, scoring, preparing a final report, and providing test consultation for the classifications of Police Captain and Police Sergeant and for the recommendation to be forwarded to the City Commission for consideration. JMEL :'':6U om Edward Marquez, DISAPPROVED 9'' 799 9 OF • life of Miamlb <v � "J J Request for Proposal (RFP) IRCORP 96ATE0 Is �O Purchasing Department Judy S. Carter, Director Miami Riverside Center 444 SW 2nd Avenae, 6th Floor Miami, Florida 33130 Proposal Data RFP Number: 97-98-001 Commodity Code: 918-85 Commodity Title: CONSULTANT FOR FIRE CAPTAIN AND CHIEF FIRE OFFICER PROMOTIONAL EXAMS MIWBE Set -Aside: N/A Sr. Buyer: Pamela Burns Buyer Phone: 305416-1905 Fax: 305416-1925 Issue Date: September 19, 1997 Pre -Proposal Conference: N/A Proposal Opening Day/Date: October 20, 1997 Time: 10:00 A.M. Location/Mail Address: Office of the City Clerk City HA 3500 Pan American Drive Miami, Florida 33133-5504 Directions: FROM TIIF NORTH: I-95 SOUTH UNTIL IT TURNS INTO US1. US1 SOUTH TO 27TH AVE., TURN LEFT, PROCEED SOUTH TO SO. BAYSHORE DR. ORO TRAFFIC LIGHT), TURN LEFT, 1 BLOCK, TURN RIGHT ON PAN AMERIW DR. CITY HALL IS AT THE END OF PAN AMERICAN DR. PARKING IS ON RIGHT. FROM THE S(NITH: US1 NORTH TO 27TH AVENUE, TURN RIGHT, PROCEED SOUTH TO SO. BAYSHORE DR. ORD 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. RFP Content sections 1.0 Introduction 2.0 General Terms and Conditions that are general in scope 3.0 Special Conditions related to this Request for Proposal 4.0 Specifications/Scope of Work describing what is needed 5.0 Instructions for submitting a Proposal 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 Opening. Submittal of Response by fax is not acceptable. Seven (7) copies of your proposal and these sets of 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. 1 11 97=- 799 City of Miami, Florida Consultant for Fire Captain and Grief Fire Officer Promotional Exams RFP 97-98-007 1.0 INTRODUCTION FOR REQUEST FOR PROPOSAL 1.1 INVITATION Thank you for your interest in this solicitation process. The City of Miami, through its Purchasing Department invites responses which offer to provide the goods and/or services identified on the title page and described in greater detail in Sections 3 and 4. L2 DEFINITIONS We will speak with you relatively informally throughout the Solicitation in order to help the process be a little more human and friendly. Obviously, we need to include a certain amount of legal language, but we'll try to keep it as painless and common-sense as possible. Even though the style is relatively informal, we intend to express our expectations clearly, and they are to be legally interpreted in our favor. 'We may for instance avoid the term "shall" wherever possible, just to avoid heavy-handed legalese. Nevertheless, you need to know that you will be held accountable for whatever in here applies to you. 1.2.1 We/Us/Our/City These terms refer to the City of Miami Florida, a -duly organized public entity. They may also be used as pronouns for various subsets of the City organization, including, as the context will indicate: Purchasing Department - The Purchasing Department including its Director and staff of Professional Buyers. Departments - The City Departments and/or offices for which this Solicitation is prepared, and which. will be the end user/s of the goods and/or services sought. Authorized Representative - The user Department's contacts for interaction regarding contract administration and performance. 1.2.2 You / Your These terms refer generally to the other person or entity which is a party to this agreement or contract, any subsidiaries or affiliates, officers, employees, volunteers, representatives, agents or subcontracts. The term may apply differently to different classes of entities, as the context will indicate. For instance, "you" as a proposer will have different obligations than "you" as a contractor will have upon award of the contract. We'll be specific whenever it seems warranted. Proposer - Any business entity submitting a Response to this Response to this Solicitation. 2 97= 799 13 Miami, Florida Fire Captain and Chief Fin oral Exams RFP 97-98-001 Contractor/Successful.'. Proposer - The proposer whose response to this Solicitation is deemed to be the most advantageous to the City. Contractor will be approved for award by the City Commission, and a Contract will be executed for the provision of the goods and/or services specified in the RFP and a Purchase Order will be issued. 1.23 Request for Proposal (RFP) - A Solicitation of formal sealed proposal, this entire document, including attachments. An RFP may be used to solicit various kinds of information. The kind of information this, RFP seeks is indicated by the title appearing at the top of the first page. A ".Request for Proposal" (RFP) is normally used when we will consider solutions; which may vary significantly from each other or from our initial expectations, 'and/or where the award is not based solely on price. 1.2.4. Proposal The written, sealed document submitted by the Proposer according to the RFP instructions. Your response to this RFP does not include any verbal interaction you may have with us apart from submittal of a formal written Proposal. L3 CLARIFICATION Questions regarding this RFP should be directed in writing, preferably by fax, to the Purchasing Director specified on the title page. Answers, citing the question asked but not identifying the questioner, will be distributed simultaneously to all known prospective Proposers_. ' Note: written requirements in the RFP or its amendments may be binding, .but any oral communications between you and us are not. 1.3.1. Written Addendum If it becomes evident that this RFP must be amended, we will issue a formal written addendum to all known prospective Proposers. If necessary, a new due date will be established. L4 AWARD . The Contract will be awarded to the Proposer .by the City Commission based upon evaluation criteria reflected herein. The City reserves the right to make an award to the Proposer that is determined to be in the City's best interests. L5 CONTRACT EXECUTION The City and the successful Proposer shall execute a contract based upon the requirements set forth in RFP through action taken by the City Commission at a duly authorized meeting. 1.5.1. Order of Precedence Any inconsistency in this proposal shall be resolved by giving precedence in the following order. Specifications Special Conditions General Terms and Conditions Instructions to Bidders/Proposers Introduction 3 14 97- 799 f Miami, Florida Consultant Fire Captain aidChief Fire Offi. Promotional Exams RFP 97-98-001 2.0 GENERAL TERMS AND CONDITIONS The following may or may not be applicable to this solicitation for a service. All terms and conditions are subject to negotiation for inclusion into the contract. Z I ACCEPTANCE OF GOODS Any goods) delivered under this bid/RFP shall remain the property of the seller until a physical inspection and actual usage of the good is made, and thereafter is accepted to the satisfaction of the City. It must comply with the terms herein and be fully in accordance with specifications and of the highest quality. In the event the goods supplied to the City is found to be defective or does not conform to specifications, the City reserves the right to cancel the order upon written notice to the contractor and return the product to the contractor at the contractor's expense. 22 ACCEPTANCEIREJECTION The City of Miami reserves the right to accept or reject any or all bids/proposals or. to select the bidder(s), who in the opinion of the City, will be in the best interest of and/or the most advantageous to the City. It also reserves the right to reject the bid/proposal of any contractor 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 properly under this bid. The City reserves the right to waive any irregularities and technicalities and may, at its discretion, re -bid 2.3 ANTITRUST PROVISION At such times as may serve its best interest, the City of Miami reserves the right to advertise for, receive and award additional bids for these herein items, and to make use of other competitively bid (governmental) contracts for the purchase of these goods and/or services as may be available. 2.4 ASSIGNMENT OF CONTRACT The contractor shall not assign or subcontract, at any time during the term of the Contract, or any part of his/her operations, or assign any portion or part of the Contract, except under and by virtue of written permission granted by the City through the proper officials. 2.5 AUDIT RIGHTSAND RECORDS RETENTION . The Contractor agrees to provide access to the City, or any of their duly authorized representatives, to any books, documents, papers, and records of the contractor which are directly pertinent to this Contract, for the purpose of audit, examination, excerpts, and transcriptions. The Contractor 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. 2.6 TABULATIONS Will be furnished, after a recommendation for the award is made by the Purchasing Department in concurrence with the user department, and upon provision of a self addressed, stamped envelope by the bidder. Bid/RFP files may be examined during normal working hours. 4 97- 799 " (Miami, Florida C ultant for Fire Captain and Chief Fire 2.7 BRAND NAMES nal Exams RFP 97-98-001 If and wherever in the specifications brand names, makes, names of any manufacturers, trade names, or bidder catalog numbers are specified, it is for the purpose of establishing the type, function, minimum standard of design, efficiency, grade or quality of goods only. When, the City does not wish to rule out other competitors' brands or makes, the phrase "OR EQUAL" is added. When bidding an approved equal, Bidders will submit, with their bid, complete sets of necessary data (factory information sheets, specifications, brochures, etc.) in order for the City to evaluate and determine the equality of the item(s) bid. The City shall be the sole judge of equality and its decision shall be final. Unless otherwise specified, evidence in the form of samples may be requested if the proposed brand is other than specified by the City. Such samples are to be furnished after the date of bid opening only upon request of the City. If samples should be requested, such samples must be received by the City no later than four (4) calendar days after a formal request is made. L8 CANCELLATION The City, by written notice, may terminate in whole or part any Contract resulting from this invitation, 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. The City may, by written notice to the Contractor, terminate thebid/contract if the contractor has been found to have failed to perform his/her services in a manner satisfactory to the City. If the City elects to terminate this contract, written notice will be given at least thirty (30) days in advance of the effective date. In the event the contractor is found to be in default, the contractor will be paid for all labor and materiali provided as of the termination date. No consideration will be given for anticipated loss of revenue on the canceled portion of the contract. 2.9 CAPITAL EXPENDIMRES Contractor understands that any capital expenditures that the firm makes, or prepares to make, in order to perforrri the services required by the City of Miami, is a business risk which the contractor must assume. The City of Miami will not be obligated to reimburse amortized or unamortized capital expenditures, or to maintain the approved status of any contractor. If contractor has been unable to recoup its capital expenditures during the time it is rendering such services, it shall not have any claim upon the City of Miami. Z10 COMPLIANCE 07TH ORDERSAND LAWS Successful bidders and contractors shall comply with all local, state, and federal directives, ordinances, rules, orders, and laws as' applicable to this bid/RFP and subsequent contracting including, but not limited to: 2.10.1 Executive Order 11246, which prohibits discrimination against any employee, applicant, or client because of 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. 2.10.2 Occupational, Safety and Health Act (OSHA), as applicable to this bid/RFP. 2.10.3 The State of Florida Statutes Section 287.133(3)(A) on Public Entity Crimes. 16 97 - 799 f Miami, Florida Consultant for Fire Captal Promotional Exams RFP 97-98-001 2.10.4 Minority/Women Business Affairs Enterprise (M/WBE) City Ordinance No. 10062, as amended, as applicable to this bid/RFP. 2.10.5 Environment Protection Agency (EPA), as applicable to this bid/RFP. 2.10.6 Uniform Commercial Code (Florida Statutes, Chapter 672), as applicable to this bid/RFP. 2.10.7 Americam with Disabilities Act of 1990, as amended. 2.10.8 First Source Hiring, City Ordinance No.10032, as amended, as applicable to this bid. Implemented to foster the creation of new, permanent jobs for City of Miami residents. 2.10.9 National Institute of Occupational Safety Hazzards (NIOSH), as applicable to this bid. 2.10.10 National Forest Products Association (NFPA), as applicable to this bid. 2.10.11 Local Preference Ordinance, as applicable to this bid. Lack of knowledge by the bidder/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. 2.11 CONFLICT OF INTEREST Bidders/Proposers, by acceptance of this order, certify that to the best of their knowledge or belief, no elected/appointed official or employee of the City of Miami is financially interested, directly or indirectly, in the purchase of goods/services specified in this Bid/RFP. Any such interests on the part of the Bidder/Proposer or its employees must be disclosed in writing to the City. Further, you must disclose the name of any City employee who owns, directly or indirectly, an interest of five percent (5%) or more of the total assets of capital stock in the your firm. 2.12 COPYRIGHT OR PATENT RIGHTS Bidders/Proposers warrant that there has been no violation of copyright or patent rights in manufacturing, producing, or selling_ the goods shipped or ordered as a result of this bid/RFP, and bidders agree to hold the City harmless from any and all liability, loss, or expense occasioned by any such violation. 6 97_ 799 17 rf Miami, Florida , ultant for Fire Captain and Chief Fire 2.13 DELIVERY Exams RFP 97-98-001 Unless actual date of delivery is specified (or if specified delivery cannot be met), show number of calendar days required to make delivery after receipt of purchase order in space provided. Delivery time may become basis for making an award. Delivery shall be within the normal working hours of the user, Monday through Friday, unless otherwise specified. The City reserves the right to cancel orders or any part thereof, without obligation, if delivery is not made within the time(s) specified on the Bid Sheet Form. Time of delivery may be extended for a specific period when the cause of such delay is beyond the control of the successful bidder/Proposef and provided that notice is given to the City immediately upon knowledge of impending delay. 2.14 ESTIMATED QUANTITIES Estimated quantities or estimated dollars are provided for your guidance only. No guarantee is expressed or implied as to quantities or dollars that will be used during the contract period. The City is not obligated to place an order for any given amount subsequent to the award of this bid/RFP. Estimates are based upon the City's actual needs and usage during a previous contractual period. Said estimates may be used by the City for purposes of determining the low bidder/Proposer meeting specifications. The City reserves the right to acquire additional quantities at the prices bid in the RFP Proposal. ZIS FIRMPRICES The bidder/Proposer warrants that prices, terms, and conditions quoted in his/her bid will be firm for acceptance for a period of not less than 90 days from bid award unless otherwise specified in the RFP. Such prices will remain firm for the period of performance or resulting purchase orders or. contracts, which are to be performed or supplied over a period of time. . 2.16 INDEMNIFICATION The Contractor 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 Contractor shall become defendant in every suit brought for any of such causes of action against the City or the City's officials, agents and employees; the Contractor 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. 2.17 INSURANCE Within ten (10) days after receipt of Notice of Award, the successful Contractor, if required, shall furnish Evidence of Insurance to the Purchasing Department. Submitted evidence of coverage shall demonstrate strict compliance to all requirements listed on the attached form entitled "Insurance Requirements". The City shall be listed as an "Additional Insured." 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 Invitation to Bid, the Contractor shall be verbally notified of such deficiency and shall have an additional five (5) calendar days to submit a 7 18 97— 799 iMiami, Florida Consultant for Fire Captain and Chief Fire Officer Promotional Exams RFP 97-98-M corrected certificate to the City.l If the Contractor fails to submit the required insurance documents in the manner prescribed in this 1FB within fifteen (15) calendar days after receipt of Notice of Award, the contractor may be in default of the contractual terms and conditions and may not be awarded the contract. Under such circumstances, the Bidder may be prohibited from submitting future bids to the City. Information regarding any insurance requirements shall be directed to the Risk Administrator, Risk Management Division, at (305) 416-1700. 2.18 INSPECTION OF BIDIRFP RESPONSES Sealed bids received by the City pursuant to Invitations For Bid/RFP will not be made available until such time as the City provides notice of a decision or intended decision, or within 10 days after bid or bid opening, or receipt of RFP Proposals, whichever is earlier. Z19 INVOICES Shall contain purchase order number; work order number, if applicable; details of goods delivered (i.e. quantity, unit price, extended price) or service(s) performed including service data, number of labor hours for each worker, hourly rate(s) for each worker, total employee hours billed, material/parts furnished, if any, and location of service. Copies of invoices or other appropriate documentation including available receipts for materials/parts purchased or supplied shall be provided for each job to support their actual costs prior to reimbursement. Z20 MANUFACTURER'S CERTIFICATION The City reserves the right to request from bidders/Proposers a separate manufacturer's certification of all statements made in the bid. Failure to provide such certification may result in the rejection of bid/Proposal or termination of contract, for which the bidder must bear full liability. 2.21 NONCONFORMANCE TO CONTRACT CONDITIONS Items may be tested for compliance with specifications under the direction of the Florida Department of Agriculture and Consumer Services or by other appropriate testing Laboratories as determined by the City. The data derived from any test for compliance with specifications is public record and open to examination thereto in accordance with Chapter 119, Florida Statutes, 1971. Items delivered not conforming to specifications may be rejected and returned at bidder's expense. These items and items not delivered as per delivery date in bid and/or purchase order may result in bidder/Proposer being found in default in which event any and all reprocurement costs may be charged against the defaulted contractor. Any violation of these stipulations may also result in the supplier's name being removed from the City of Miami's bidder's list. 2.21.1 Default/Failure to Perform The City shall be the sole judge of nonperformance, which shall include any failure on the part of the successful Bidder/Proposer to accept the award, to furnish required documents, and/or to fulfill any portion of this contract within the time stipulated or within thirty (30) days, whichever is earlier. Upon default by the successful Bidder/Proposer to meet any terms of this agreement, the City will notify the Bidder/Proposer of the default and will provide the contractor three (3) days (weekends and holidays excluded) to remedy the default. Failure on the contractor's part to correct the default within the required three (3) days shall result in the Contract being terminated under 8 97- 799 19 of Miami, Florida Fire Captain and Chief Fire Exams RFP 97-98-001 the thirty (30) day provision specified above and upon the City notifying the contractor of its intentions. The following shall constitute default: A. Failure to perform the work required under the Contract and within the time required; or failing to use the subcontractors, entities and personnel as identified and set forth, and to the degree specified in the Contract. B. Failure to begin the work under this Contract within the time specified. C. Failure to perform the work with sufficient workers and equipment or with sufficient materials to ensure timely completion. D. Neglecting or refusing to remove materials or perform new work rejected as non conforming with the terms of the Contract. E. Becoming insolvent, being declared bankrupt, or committing any act of bankruptcy or insolvency, or making an assignment for the benefit of creditors, if the insolvency, bankruptcy, or assignment renders the successful Bidder/Proposer incapable of performing the work in accordance with and as required by the Contract. F. Failure to comply with any of the terms of the Contract in any material respect. All costs and charges incurred by the City as a result of an incurred default or a default incurred beyond the time limits stated, together with the cost of completing the work, shall be deducted from any monies due or which may become due on this Contract. Z22 NON-DISCRIMINATION Bidder/Proposer agrees that it shall not discriminate as to race, sex, color, age, religion, national origin, marital status, or disability in connection with its performance under this solicitation. Furthermore, Bidder/Proposer agrees that no otherwise .qualified individual shall solely by reason of his/her race, sex, color, age, religion, national origin, marital status or disability be excluded from the participation in, be denied benefits of, or be subjected to discrimination under any program or activity receiving federal financial assistance. In connection with the conduct of its business, including rendition of services and employment of personnel, Bidder/Proposer shall not discriminate against any person on the basis of race, color, religion, disability, age, sex, marital status or national origin. All persons having appropriate qualifications shall be afforded equal opportunity for employment. L23 OCCUPATIONAL LICENSE REQUIREMENT Any person, firm, corporation or joint venture, with a business location in the City of Miami and is submitting a Bid/RFP Response under this Solicitation shall meet the City's Occupational License Tax requirements in accordance with Chapter 31.1, Article I of the City of Miami Charter. Others with a location outside the City of Miami shall meet their local Occupational License Tax requirements. A copy of the license must be submitted with the Bid; however, the City may at its sole option and in its best interest allow the Bidder to supply the license to the City during the evaluation period, but prior to award. 9 20 9 7 - '799 f Miami, Florida Consultant for Fire Cayiai i, , d Chief Fiie ficer Promotional Exams RFP 97-98-001 • 2.24 2.25 PRICE ADJUSTMENTS Any price decrease effectuated during the contract period either by reason of market change or on the part of the contractor to other customers shall be passed on to the City of Miami. PRODUCT SUBSTITUTES In the event a particular awarded and approved manufacturer's product becomes unavailable during the term of the Contract, the Contractor awarded that item may arrange with the City's authorized representative(s) to supply a substitute product at the bid price or lower, provided that a sample is approved beforehand and that the new product meets or exceeds all quality requirements. Z26 PROMPT PAYMENT Bidders/Proposers may offer a cash discount for prompt payment; however, discounts shall not be considered in determining the lowest net cost for bid evaluation. Bidders/Proposers are required to provide their prompt payment terms in the space provided on the Bid/RFP Information Form. When the City is entitled to a cash discount, the period of computation will commence on the date of delivery, or receipt of a correctly completed invoice, whichever is later. If an adjustment in payment is necessary due to damage, the cash discount period shall commence on the date final approval for payment is authorized. If a discount is part of the contract, but the invoice does not reflect the existence of a cash discount, the City is entitled to a cash discount with the period commencing on the date it is determined by the City that a cash discount applies. Price discounts off the original prices quoted on the Price Sheet will be accepted from successful bidders/Proposers during the term of the contract. Z27 QUALITY All materials used in the manufacturing or construction of supplies, materials, or equipment covered by this bid shall be new. The items bid musi be the latest make or model, of the best quality, and of the highest grade of workmanship. Z28 RESOLUTION OF PROTEST Any actual or prospective contractual party who feels aggrieved in connection with the solicitation or award of a contract may protest in .writing to the Chief Procurement Officer 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. Bidders are alerted to Ordinance No. 11072 describing the protest procedures. Protests failing to meet the requirements for filing shall not be accepted. NO EXCEPTIONS. Z29 SAMPLES Samples of items, when required, must be submitted within the time specified at no expense to the'City. If not destroyed by testing, bidder(s)/Proposers will be notified to remove samples, at their expense, within 30 days after notification. Failure to remove the samples will result in the samples becoming the property of the City. 10 97- 799 21 (Miami, Florida C Fire Captain and Chief Fire na/ Exams. RFP 97-98-007 2.30 SERVICE AND WARRANTY Unless otherwise specified, the bidder/Proposer shall define any warranty, service and replacements that will be provided. Bidders/Proposers must explain on the enclosed Price Sheet to what extent warranty and service facilities are available. Z31 SILENCE OFSPECIFICATIONS The apparent silence of these specifications and any supplemental specification as to any detail or the omission from it of detailed description concerning any point shall be regarded as meaning that only the best commercial practices are to prevail and that only materials of first quality and -correct type, size and design are to used. All workmanship is to be fast quality. All interpretations of these specifications shall be made upon the basis of this statement. If your firm has a current contract with the State of Florida, Department of General Services, to supply the items on this bid/RFP, the bidder/Proposer shall quote not more than the contract price; failure to comply with this request will result in disqualification of bid/RFP Response. 2.32 VARIATIONS OF SPECIFICATIONS For purposes of bid/Proposal evaluation, bidders/Proposers must indicate any variances from bid specifications and/or conditions, no matter how slight. If variations. are not stated on the Price Sheet, it will be assumed that the product fully complies with the City's specifications. Z33 VENDOR REGISTRATION It is. the policy of the City that all prospective bidders/Proposers complete a "Vendor Application' indicating the commodities/services which the vendor can regularly supply to the City for inclusion on the City's vendor/bidder's list Should a prospective bidder not be currently listed on the City's vendor/bidder's list, a Vendor Application will be enclosed with the Bid package. Vendors who have already submitted an application and secured a vendor number from the City are not required to submit a new vendor application. If a bidder/Proposer submits a Bid or a "No Bid", a fully completed Vendor Application should bereturned with the Bid documents or the "No Bid" form. Completed Vendor Applications will be added to the City's vendor/bidder's list. A Purchase Order will not be issued by the City unless the successful Bidder has completed this application. For any questions, contact the Vendor Registration Section at (305) 416-1906. 22 97. 799 City of Miami, Florida Consultant for Fire Caytain a„d Chief Fire Officer Promotional Exams RFP 97-98-001 • r • 3.0 SPECIAL CONDITIONS 3.1 SCOPE AND PURPOSE:' It is the intention of the City of Miami to seek the services of a personnel selection consultant to develop and implement two (2) customized examination processes, one being a parallel form to be administered within one year of the first exam, for the classification of Chief Fire Officer, as well as to develop and implement two (2) customized examination processes, one being a parallel form to be administered within one year of the first exam, for the classification of Fire Captain, on behalf of the Department of Human Resources. 3.2 TERMS OF CONTRACT: The successful Proposer shall be required to execute a contract with the City, which shall include, but not be limited to, the following terms: a) The contract shall be effective for an initial six (6) month period, commencing on the date established in the executed contract, withthe option to extend for. three (3) additional six (6) month periods at the sole discretion of the City and at the same terms, conditions, and fees by giving successful Proposer prior written notice. Continuation of the contract beyond the initial period is a City prerogative, not a right of the Proposer. This prerogative will be exercised only when such continuation is clearly in the best interest of the City. 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 successful Proposer. c) The City sha1T have the right to terminate the Contract, for any reason whatsoever or at any time, upon 30 days prior notice to Proposer. 33 CONTRACT AWARD AND CITY'S RIGHTS: The City reserves the right to evaluate'each proposal on both a technical and on a compensation basis. The selected proposal shall be one that the City determines, in its reasonable judgment, to be more complete and in the overall best interests of the City of Miami based on the evaluation criteria included in this RFP, which includes an evaluation of factors such as Proposer's firm's qualifications, test suggestions, implementation strategies, and other factors as indicated in Section 3.22. A recommendation to award a contract to a Proposer shall be made by a Selection Committee to the City Manager. The decision to award a contract shall be made by the City Commission. The City shall negotiate and execute a Contract pursuant to action taken by the City Commission at a duly held meeting. 12 97- 799 13 'City of Miami, Florida Cdhafultaxt for Fire Captain and Chief Fire mal Exams RFP 97-9"01 While the City Commission may determine to enter into a Contract with a Proposer under this RFP, said Contract may be conditional on the subsequent submission of other documents as specified within this solicitation. The successful Proposer 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 successful Proposer until the Contract is executed by both parties. The City also reserves the right to waive any informalities, irregularities and technicalities in procedure at its sole discretion. The City reserves the right, before entering into the Contract, to require a Proposer to submit such evidence of itsthis/her qualifications as it may deem necessary. The City may consider any information available to it with respect to financial, technical, and other qualifications and abilities of a Proposer, including past performance (experience) with other governmental agencies or the operation of similar facilities prior to executing the Contract. FAILURE TO PROVIDE ALL INFORMATION REQUESTED MAY BE CAUSE FOR REJECTION OF PROPOSAL. 3.4 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 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 this contract by the City Manager shall constitute evidence of its approval by the Oversight Board. � 3.5 MQNIMUM PROPOSER QUALIFICATIONS: The following are the minimum qualifications for Proposers pursuant to this solicitation. Failure to meet the following shall deem Proposer 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 and not have any conflicts of interest which may be of embarrassment to the City. 13 24 97- 799 4, City of Miami, Florida Consultant for Fire Captain and Chief Fire Officer Promotional Exams RFP 97-98-001 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. 3.7 ACCEPTANCE/REJECTION: The City of Miami reserves the right to reject any and/or all proposals and to select the proposal, which in the opinion of the City, will be in the best interest of, and/or most advantageous to, the City. The City of Miami also reserves the right to reject the proposal of anyProposer who has previously failed in the proper performance of an award, or who is not in a position to fully perform under the terms of this RFP. The City of Miami reserves the right to waive any irregularities and/or technical defects and may, at its discretion, re -advertise the RFP. 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 the Services covered herein. Lack of knowledge by the Proposer shall in no way be cause for relief from responsibility. 3.9 DEFAULT: In the event Proposer defaults, as determined by the City, in the performance of any of the provisions of the Contract, the City shall have the following options, and its choice of any option_ shall in no way waive its right to select any other option at any time: 1. City may give the Proposer written notice of such default. If the Proposer does not cure said default within thirty (30) days in the event of a non monetary default and within seven (7) days in the event of a monetary default after written notice was given or take reasonable progress to cure said default, City may terminate the Contract, and/or City may recover at law any and all claims which may be due the City; and/or 2. City may perform such work as it deems necessary to cure said default and charge the Proposer for the full cost of labor and materials expended. Further, in the event the successful Proposer fails to execute' the Contract, or fails to furnish required documentation, and/or fulfill any conditions of the RFP within the time stipulated for performance (or, if no time is stipulated, within 30 days following a request by authorized City personnel of any data it is required to provide), then the City may disqualify such successful Proposer and collect from said Proposer all reprocurement costs and expenses. Additionally, the successful Proposer may be debarred or suspended from future City bids/proposals. 3.10 CANCELLATION The City Manager by written notice may terminate in whole or part any Agreement resulting from this invitation, 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. 14 97— 799 is (Miami, Florida C"ultant for Fire Captain and Chief Fire Exams RFP 97-98-001 3.11 ASSIGNMENT The Contract shall not be transferred, conveyed, assigned, or disposed of, in whole or in part, without the prior written consent of the City, which may be withheld or conditioned, in the City's sole discretion. 3.12 PRICING AND PAYMENT Pricing established herein shall prevail for the term of the contract. Payment shall be made for work performed/items delivered upon submission of properly certified invoices and once work has been approved by the City. No advanced payments of any kind will be made by the City of Miami. 3.13 PERSONNEL The Proposer represents that it has, or will secure at its own expense, all necessary personnel required to perform the stated services. Such personnel shall not be City employees or have any contractual relationship with the City. All of the services required hereunder shall be performed by the Proposer or under its supervision, and all personnel engaged in performing the services shall be fully qualified and, if required, authorized or permitted under state and local law to perform such services. The proposer warrants that all services shall be performed by skilled and competent personnel to the highest professional standards and as required by applicable State of Florida departments. Proposer remains liable for work performed by its personnel. 3.14 VARIANCE All Proposers must indicate any variance to the performance specifications, terms and conditions, no matter how slight. If variations are not stated in the Proposal, it shall be construed that the Proposal fully complies with the performance specifications, terms, and conditions. 3.15 MINORITY PROCUREMENT 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 5-1 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, having a net worth not in excess of $2,000,000 and twenty-five (25) or less employees." To achieve the goal established by this Ordinance, participation in providing goods and services to the City by minorities is being encouraged in a number of ways. All vendors doing business with the City are encouraged to include the participation of minority firms in their proposals. In 15 26 97- 799 City of Miami, Florida Consultani for Fire Captain End Chief Fire Officer Promotional Exams RFP 97-98-001 evaluating Proposals, minority participation may be a factor. Failure to adequately involve minority firms may be a basis for rejecting a Proposal. Acceptable ways for minority participation in this Proposal are: 1. Joint venture with a minority firm(s). (Must be evidenced by a copy of joint venture agreement submitted with Proposal). 2. Utilizing minority firm(s) as subconsultant(s). 3. Other forms of minority participation, if -properly documented. City will solely determine acceptability. Proposers may contact the City for copies of Ordinance No. 10062 and amendments. Additionally, a special information sheet has been provided to assist Proposers in presenting information concerning minority participation. Minority business firms are required to be certified with the City in order to be considered certified as a minority firm for the purposes of evaluation by the Selection Committee. The Procurement Office will provide the necessary forms and instructions upon request, and contact can be made with Ms. Anita Moore at (305) 416-1913. Should a Proposer elect to joint venture, joint venture parties must provide at the time of Pioposal submittal a copy of the executed joint venture agreement, evidencing the percentage of the work and/or dollar amount of contract to each joint venture party. In addition, all qualifying information to be provided by Proposal shall also be provided by the joint venture firm. Proposer shall include in response to this RFP its approach to attempt to meet the goals set forth in the aforementioned City ordinance. ALL PROPOSERS ARE URGED TO SUBMIT PROPOSALS FOR ANY GOODS OR SERVICES THAT THEY ARE ABLE TO SUPPLY, REGARDLESS OF MINORITY CLASSIFICATION. However, compliance with all requests for information regarding Minority Status or Participation is required. Proposer's cooperation is greatly needed to aid the City in achieving its goal. A certified affidavit of the extent to which the business enterprise has as one or more of its partners or principals persons who are Black, Hispanic, or Women shall be provided. Each Proposer shall also submit along with the Proposal an Affirmative Action Plan (AAP). Any significant equity participant, joint venture participants, or subcontractors (if any), shall also be required to submit such Plans. 3.16 CONFLICT OF INTEREST Proposer covenants that no person employed or to be employed by it for the performance of services hereunder exercises any functions or responsibilities in connection with this RFP or has any personal financial interests, direct or indirect, with the City. The successful Proposer shall further covenant that, in the performance of the Contract, no person having a conflicting interest 16 57- 799 27 Miami, Florida CMItant for Fire Captain and Chief Fire Officer Pron,"2nal Exams RFP 97-98-M shall be employed. Any such interests in the part of the Proposer or its employees must be disclosed in writing to the City. Proposer is aware of the conflict of interest laws of the City of Miami; Dade County, Florida; and the State of Florida, and agrees that it shall fully comply in all respects with the terms of said laws. 3.17 SUB -CONTRACTING The successful Proposer shall not sub -contract or assign any part of this contract without prior authorization from the City of Miami. 3.18 INSURANCE The successful Proposer shall be required, at its/his/her own expense, to furnish to the City of Miami Chief Procurement Officer within ten (10) days of notification of award, evidence that it has obtained as a minimum, insurance coverage as indicated on the attached from which shall be in force and maintained throughout the duration of the contract_ The City shall be furnished proof of coverage of insurance by Certificates of Insurance and shall be listed as an Additional Insured for General Liability if awarded subsequent Contract. Proposer shall demonstrate strict compliance to all requirements listed on the enclosed form "Insurance Requirements," and shall return the signed form with Proposal. 3.19 INDEMNIFICATION The successful Proposer shall defend, indemnify and save harmless the City of Miami and all its officers, agents, and employees from all suits, actions, or other claims of any character, name and description brought for or on account of any injuries or damages received or sustained by any person, persons, or property on account of any negligent act or fault of the successful proposer, or of any agent, employee, subcontractor or supplier in the execution of, or performance under, any contract which may result from the award of proposal. Successful proposer shall pay any judgments with cost which may be obtained against the City of Miami growing out of such injury. 3.20 CAPITAL EXPENDITURES Proposer understands that any capital expenditures that the Proposer makes, in order to perform the services required by the City specified in this RFP, is a business risk which Proposer shall assume. The City shall not be obligated to reimburse amortized or unamortized capital expenditures, any other expenses, or to maintain the approved status of the Proposer. If Proposer has been unable to recoup its capital expenditures during the time it is rendering such services, it shall not have any claim upon the City. 17 28 9 '7 - 799 Miami, Florida Consultant for Fin Captain and Chief Fire Officer Promotional Exams RFP 97-98-M 3.21 AUDITING OF RECORDS: The successful Proposer's books and records as they. relate to the anticipated contract. must be made available for inspection and audit upon receipt of three (3) days prior written notice from the City and remain available for City or other applicable sources for inspection for at least three (3) years following the expiration of the contract. 3.22 PROPOSAL SUBNIISSION: The following documentation shall be included as a minimum in the Proposal and submitted to the City. Please refer to the Specifications, Sections 4.1 and 4.2 regarding the City's requirements. Each of these required elements must be fully addressed in writing in Proposal. A. Proposal: Proposer shall submit a Proposal expressing its interest in providing the services described herein. Each proposal must contain the following. Failure to provide all requested documentation may deem the proposal as non -responsive. Proposers should carefully follow the instructions outlined below, particularly with respect to the format. and number of pages allotted to each topic, if any. Failure to follow these instructions may deem a proposal to be non -responsive and may be considered grounds for excluding a proposal from further consideration. You are not required to prepare a lengthy or wordy document. The response to this solicitation shall he presented in the following format Failure to do so may deem your Proposal non -responsive L EXECUTIVE SUi?1BIARY OF SERVICES TO BE PROVIDED Include the name of the organization, business phone and contact person. Provide a summary of the work to be performed by Proposer. 2 PROPOSER'S ORGANIZATION Describe your firm.'s organizational history and structure and indicate if contracts were previously awarded by the City. Provide a list of all principals, owners or directors. Submit a summary listing of all full-time employees classified by name, occupational title, and race/ethnicity/gender. Indicate the location where the work will be performed should Proposer receive award along with the location of the principal office of Proposer. 3. ELEMENTS WHICH MUST BE DISCUSSED IN DETAIL IN PROPOSAL INCLUDE THE FOLLOWING: a. Clearly describe the members of the consulting team and its interest in performing the required professional services. b. State in detail the experience of the firm as it relates to projects of similar complexity and scope. c. Provide a summary of testing process suggested, and administration/implementation plan for both classifications. 18 9 7— 799 29 City of Miami, Florida QWultantfor Fire Captain and Chief Fire Officer Pro "oral Exams RFP 97-98-M d. Provide a detailed summary of previous relevant experience to include an explanation of the content validity process to be utilized linking the City's Job Analyses (see Attachments A & B) to the examination processes suggested, explanation of scoring methodology for examination processes, and sample exercises when applicable to the examination processes suggested. Clearly state Fire -related experience. e. Provide a detailed Qualifications summary of the firm as it relates to project. f. Detail the Timetable for project completion including benchmarks. g. Provide a List of current and previous clients. The City reserves the right to contact these clients as part of the evaluation process. h.. Detail the 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. i. Provide a summary of all litigation experience in which the Proposer served as an expert witness in employment -related testing. j. List all lawsuits and its disposition filed against theProposer and/or Proposer's firm or agency relating to employment testing. Include any and all outcomes of said litigation if lawsuit resolved. I B. Letters of Reference: Provide as a minimum two (2) Letters of Reference on firm letterhead from entity(s) whom Proposer has provided a similar service. The content of these letters may be verified for authenticity and quality of performance. C. Proof of all required Insurance: Required to agree to requirement Proposer intends to comply with Insurance Requirements should award be made to Proposer. City to be listed as an Additional Insured for General Liability upon award. D. Affirmative Action Policy and Minority Participation: Provide all policies on affirmative action of Proposer and detail how Proposer anticipates to include the participation of minorities and work in the work to be performed by the City. E. Minority/Women Business Certification: Proposer shall provide documentation that its firm is owned by at least 5 1 % minority/female, and has been certified as such by the City of Miami for evaluation purposes. THE FOLLOWING MUST BE SUBMITTED SEPARATE FROM THE PROPOSAL IN A SEALED ENVELOPE. FAILURE TO DO SO WILL DEEM THE PROPOSAL NON- RESPONSIVE. F. Fee Proposal: (Considered as Phase # 2). Include all costs to be charged to the City by Proposer on to provide said services for both Fire and Fire Captain. This information must be individually itemized and presented as individual totals for each of the two (2) classifications. Failure to provide this information will deem the Proposal submitted as non -responsive. 19 30 1 97- 799 Miami, Florida Consultant for Fire Captain and Chief Fire Officer Promotional Exams RFP 97-98-001 3.23 METHOD OF SELECTION/SELECTION CRITERIA Following the opening of the Proposals, the proposals will be reviewed to determine responsiveness. Proposals deemed responsive and responsible will be evaluated by an Evaluation/Selection Committee appointed by the City. This Committee may be comprised of appropriate City staff from multiple departments, and members of the community as deemed necessary, with the appropriate experience and/or knowledge, striving to ensure that the committee is balanced with regard to both ethnicity and gender to the greatest possible extent. The contract award will be based on two (2) separate phases: Technical (Quality) covering various areas representing Phase # 1, and Price, representing Phase #2. Proposers shall ensure that each phase is placed into two (2) separate sealed envelopes, and each sealed envelope shall be clearly marked as to contents, that is, (1) Technical Proposal, and (2) Cost Proposal. Phase # 1 For the Technical Phase, the Evaluation/Selection Committee will first evaluate and rate all proposals on the Technical (Quality) criteria listed below. The criteria are itemized with their respective weights for a maximum total of 100 points for all Technical criteria. AProposer may receive the maximum points or a portion thereof depending on the merit of its proposal, as judged by the Committee. The Technical criteria shall include the following: Proposer's Experience Firm's Qualifications Description of Proposed Testing Processes Implementation Strategy Ability to Perform Work within the ContractTime Frame Work Samples Local Preference, if applicable Affirmative Action and M/WBE Certification TOTAL: 100 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/Selection Committee deems to warrant 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. Upon completion of any oral presentation(s), if applicable, the Committee may re-evaluate, re -rate, and re -rank the proposals remaining in consideration based upon the written documents combined with the oral presentation of Proposer, if applicable. Phase # 2: After the Evaluation/Selection Committee re-evaluates proposals following an oral presentation, if applicable, the Committee will then evaluate the Price proposals (Phase # 2) of thoseProposers remaining in consideration. The Price proposal submission will be assigned a maximum of 20 points. 20 97- 799 31 'Miami, Florida C .�sultant for Fire Captain and Chief Fire Officer Pro» nal Exams RFP 97-98-001 Price will then be evaluated in the following manner: The responsive Proposal with the lowest total price will be given the maximum number of points. 2.. Every other proposal will be given points proportionately in relation to the lowest price. This point total will be calculated by dividing the lowest price by the total price of the proposal being evaluated with the result being multiplied by the weight (20 points) to arrive at a cost score of less than the full score for price. The application of the above formula will result in a uniform assignment of points relative to the. criteria of price. Lowest Price Proposed Total Points Example: Proposer's Proposed Price X for Price = Points A local preference factor may be considered in both phases of the evaluation process, for a maximum of 10% of the total available points, as determined by the Committee. The Evaluation/Selection Committee will then determine the overall ranking -by adding the Price proposal evaluation score (Phase #2) with the Quality score (Phase # 1). The Committee shall make a recommendation for award to the City Manager that a contract be negotiated with the highest ranked Proposer. The City Manager may accept or reject the recommendation by the Selection Committee. Should the City Manager accept the recommendation, the recommendation shall be made to the City Commission, who shall accept or reject the recommended Proposer(s). The City bears no liability for its decision regarding the acceptance or rejection of the top ranked and recommended Proposer(s).. Should the City Commission make the award, the City shall enter into negotiations with the successful Proposer and shall prepare a Professional Services Agreement to be executed between the City of Miami and the successful Proposer. The City reserves the right to reject any and any and all submittals for any reason, and reserves the right to waive any defect, and to accept any proposal deemed to be in the best interest of the City. The City further reserves the right to negotiate with each Proposer. The Proposer(s) shall be obligated to furnish to the City all information and/or data for this purpose as the City may request. 3.24 SUBAUSSION OF DOCUMENTS: The following Documents must be included in your response to this RFP with the name and number of this RFP No. 97-98-001 Consultant for Fire Captain and Chief Fire Officer Promotional Exams. 21 32 97= 799 City of Miami, Florida Consuitarit for Fin Captain and Chief Fire Officer Promotional Exams RFP 97-98-M Failure to provide all requested information and documentation may deem your proposal non- responsive. a) Executive Summary regarding the work to be performed according to specifications b) Complete Proposal Response to all request for information pursuant to Section 3.22 c) Current Copy of Occupational License or similar proof of legal establishment and all Licenses. d) Proof of Insurance / Acknowledgment e) M/WBE Participation Compliance Form f) Minority/Women Business Affidavit g) Affirmative Action Policy/Plan h) Primary Office Location Affidavit i) Public Entity Crimes Affidavit j) Debarment and Suspension Certificate k) List of subconsultant(s), if applicable 1) At least two (2) Letters of Reference on Firm Letterhead m) Any other additional pertinent information relative to this solicitation. THE FOLLOWING TO BE PROVIDED IN A SEPARATE ENVELOPE AND NOT AS PART OF PROPOSAL AND CLEARLY IDENTIFIED AS COST PROPOSAL - PHASE # 2. n) Costs to.provide all Services specified within solicitation on a per activity basis. FAILURE TO SUBMIT ANY OR ALL OF THE ABOVE DOCUMENTATION MAY DEEM YOUR PROPOSAL TO BE NON -RESPONSIVE. 3.25 COPIES REQUIRED: Each Proposer is required to submit one (1) original and at least seven (7) complete copies of the Proposal response. The City will not be responsible for any expense incurred by Proposer in preparing and submitting the Proposal. Sealed Proposals must be clearly marked with the following information indicated on the outside of the RFP envelope/package: "RFP No. 97-98- 001 Consultant for Fire Captain and Chief Fire Officer Promotional Exams. Proposals shall be submitted no later than Monday, October 20,1997 at 10:00 a.m. and be addressed and delivered to: Mr. Walter Foeman, City Clerk City of Miami CITY CLERK'S OFFICE First Floor 3500 Pan American Drive Miami, Florida 33133 ALL PROPOSALS MUST BE SUBMITTED ON OR BEFORE THE ABOVE PROPOSAL OPENING DATE. ANY ENVELOPES WITH PROPOSALS RECEIVED AFTER THE 22 97— 799 33 (Miami, Florida Cqamultant for Fire Captain and Chief Fire Exams RFP 97-98-M STATED OPENING DATE AND TIME SHALL BE REJECTED AND WILL BE RETURNED UNOPENED. COSTS FOR SERVICES SHALL BE SUBMITTED WITH PROPOSAL BUT IN A SEPARATE SEALED ENVELOPE. 3.26 INQUIRIES: Any questions regarding this Proposal should be directed in writing to the Chief Procurement Officer, 444 S.W. 2nd Avenue, 6th Floor, Miami, Florida 33130. Proposers requiring clarification or interpretation of the RFP shall make a written request to the City Contact Person on or before the close of business on October 9, 1997. 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. Questions regarding the process. for this RFP should be directed to Ms. Pamela Bums, Sr. Procurement Contracts Officer, at (305) 416-1905 3.27 CONTRACT ADNIINISTRATOR: The Contract Administrator for this contract shall be: Mary Leckband City of Miami Division of Testing & Validation 444 SW 2nd Avenue Miami, Florida 33130 Phone: (305) 416-2114 Fax: (305) 416-2115 3.28 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 aProposer is interested in more than one (1) Proposal, all Proposals in which such Proposer is interested and has submitted to the,City will be rejected. 3.29 VENDOR REGISTRATION: It is the policy of the City that all prospective Bidders and/or Proposer's complete a "Vendor Application" indicating the commodities / services which the vendor can regularly supply to the City for inclusion on the City's vendorlbidder's list. Should a prospective bidder /proposer not be currently listed on the City's vendor/bidder's list, a Vendor Application will be enclosed with the Bid package. Vendors who have already submitted an application and secured a vendor number from the City are not required to submit a new vendor application. If a Bidder/Proposer submits a Bid or a "No Bid," a fully completed Vendor Application should be returned with the Bid documents or the "No Bid" form. Completed Vendor Applications will be added to the City's vendorlbidder's list. A Purchase Order will not be issued by the City unless the successful Bidder/Proposer has completed this application. For any questions, contact the Vendor Application Section at (305) 416-1906. 23 34 97- 799 Miami, Florida Consultant for Fire Captain and Chief Fire Officer Promotional Exams RFP 97-98-M • ANTICIPATED SCHEDULE OF EVENTS The anticipated schedule for this RFP and subsequent Agreement is as follows. All dates are subject to change. RFP available for distribution Proposal Due Date 1 St Meeting of Selection Committee Evaluation / Selection process by Selection Committee City Approval approval/rejection Anticipated Commencement Date 24 DATE September 19, 1997 October 20, 1997 October 23, 1997 October 30, 1997 November 11, 1997 Upon execution of Contract & approval Oversight Board 35 City of Miami, Florida fdWultantfor Fire Captain and Chief Fire Officer ProglibmI Exams REP 97-98-M 4.0 SPECIFICATIONS 4.1 SCOPE AND PURPOSE The City of Miami is seeking the services of a personnel selection consultant to develop and implement two (2) customized examination processes, one being a parallel form to be administered within one year of the first exam, for the classification of Chief Fire Officer, as well as to develop and implement two (2) customized examination processes, one being a parallel form to be administered within one year of the first exam, for the classification of Fire Captain, on behalf of the Department of Human Resources. The promotional process will consist of the customized examination processes for both Chief Fire Officer and Fire Captain, and seniority credit for time -in -grade. The examination processes will have a weight of 80% for each classification. Seniority credit has a weight of 20% for each classification, as pre -determined by IAFF Union contract with the City of Miami. Approximately 40 candidates are expected to participate in the Chief Fire Officer's examination process, and 100 candidates are expected to participate in the Fire Captain's examination process. The testing procedures for both classifications shall fulfill the following Objectives: 1. It must be directly job related. 2. It must be perceived as fair and objective (high face validity). 3. It must be standardized to ensure equivalency across candidates. 4. It must be developed with input from staff from the Department of Fire -Rescue, the City's expert consultant, the Department of Justice expert, and the Department of Human Resources. ' 5. It must entail multiple assessment measures. 6. It must meet the federal Uniform Guidelines on Employee Selection Procedures and current professional standards. The Successful Proposer must be qualified and experienced in Fire promotional system design and implementation. The testing procedures for both classifications shall fulfill the following Objectives: 1. It must be directly job related. 2. It must be perceived as fair and objective (high face validity). 3. It must be standardized to ensure equivalency across candidates. 4. It must be developed with input from staff from the Fire Department, the City's expert consultant, the Department of Justice expert, and the Department of Human Resources. 5. It must entail multiple assessment measures. 6. It must meet the federal Uniform Guidelines on Employee Selection Procedures and current professional standards. 25 36 �'�- 799 (Miami, Florida Consultant for Fire Captain and Chief Fire Officer Promotional Exams RFP 97-98-M • i The Successful Proposer must be qualified and experienced in Fire promotional system design and implementation. 4.2 PROJECT REQUIREMENTS The Successful Proposer 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 per classification. Consultant will have input from Fire Department staff, the City's expert consultant, and the Department of Justice expert in the development of examination measures. 2. Identify percentage of job domain measured by the customized examination processes for both classifications. Identify area(s) of job domain not measured by -the examination processes and identify appropriate measures for assessing that portion of job domain for each classification. 3. Proposer and Proposer's firm or agency shall be present to administer the examination processes for each classification. Location of test sites is the responsibility of the City. City staff may also be utilized as proctors for the examination processes for each classification. 4. Proposer and Proposer's firm or agency shall score the examination processes and generate descriptive statistics such as means and standard deviation for each classification. Consultant shall analyze the scores from both examination processes to determine if group means differ; on ethnic groups and/or gender, and to what extent for each classification. 5. Proposer shall recommend cutoff points on the customized examination processes for each 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 processes of both classifications: 6. Proposer shall provide on -site orientation program to ensure all candidates receive uniform information for each classification. This phase will include written guidelines and rules that will govern the administration of examination processes for each classification. 7. Proposer shall select, obtain and train individuals from the fire protection community to serve as assessors for each classification process, 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 group of assessors must be used to assess everyone participating in the assessment center for each classification. 26 97- 799 37 %Miami, Florida I Fire Captain and Chief Fire Officer Pronliknal Exams RFP 97-98-001 8. Proposer shall select, obtain and train individuals to serve as role players, if applicable to the examination processes for each classification. Appropriate ethnic and gender representation should be present among the role players for each classification process. 9. Proposer shall video tape the examination processes or exercises, if applicable to the examination processes (e.g., assessment center exercises) and conduct ratings from video tape for each of the classifications. 10. The Proposer shall provide candidates from each classification 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 from both classifications. 11. The Proposer shall provide to the Department of Human Resources statistics stating the content validity of the examination processes for each classification. Actual scores and validity statistics must be provided by the Proposer to the City upon request for. each candidate in each classification. 12. Use the recently conducted Job Analysis by the City's expert for the classifications of Fire Captain and Chief Fire Officer, and generate separate content validity reports linking the examination processes to the job analysis results for each classification consistent with the Federal Uniform Guidelines on Employee Selection Procedures and current professional standards. Refer to Attachments A and B. The Successful Proposer 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 processes for each classification. The Proposer agrees to appear for a total time of three (3) days ranging from approximately three (3) to eight (8) hours per day pereach classification, not including travel time, without any additional financial costs to the City. After the three (3) days has been utilized per classification, the successful Proposer 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 successful Proposer by the City as additional costs once approved by the City. 4.3 PROJECT SCHEDULE: Project Schedule: Work is anticipated to begin immediately upon execution of the contract and approval by the Oversight Board, and will proceed for an initial term of six (6) months. 4.4 FEE STRUCTURE All costs to provide the total services delineated herein must be broken down 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.) as well as the overall total cost to develop and implement 27 9.1 97- 799 Miami, Florida Consultant for Fire Captain and Chief Fin Officer Promotional Exams RFP 97-98-M • each customized examination process for Fire Captain, and each customized examination process for Chief Fire Officer. Payments to the successful Proposer will be paid based on completion of project benchmarks to the complete satisfaction of the City. Proposer must submit proposed benchmarks with RFP Response for project completion. The benchmarks will serve as the anticipated schedule of payments until the completion of all required services to the City's satisfaction. 28 97_ 799 39 f Miami, Florida Fin Cavtain and Chief Fire Exams RFP 97-98-M 5.0 INSTRUCTIONS Proposal No. 97-98-001 Intent Request for Proposals CONSULTANT FOR FIRE CAPTAIN AND CHIEF FIRE OFFICER PROMOTIONAL EXAMS The intent of this Request for Proposal is to solicit proposals from a qualified Proposer for the administration of a Fire Captain and Chief Fire Officer promotional exams. Preparation of the Request for Proposals Proposers are expected to examine all related documents. Failure to do so is at the proposer's risk. Each proposer shall furnish the information required by the Request for Proposals. The proposer shall sign his/her proposal and print or type his/her name, address, and telephone number on the face page, and each continuation sheet must be identified with firm's name. The proposer must state a definite time for completion of the work from the time the. award is made. The proposer shall retain a copy of all documents for future reference. All proposals must be signed with the company or firm's name and by an officer or employee having authority to bind the company or firm by his or her signature. Submission and Receipt of Proposals One (1) original and Seven (7) copies of the proposal shall be enclosed in a sealed envelope or carton and delivered in person, by messenger, or by U.S. mail to: Walter Foeman, CPPO City Clerk City of Miami 3500 Pan American Drive Miami FL 33133 Proposals will be received no later than: Time: 10:00 a.m. Date: October 20, 1997 Location: Miami City Hall 29 40 97- 799 Miami, Florida Consultant for Fire and Chief Fire Officer Promotional Exams RFP 97-98-M City Clerk's Office, I" Floor 3500 Pan American Drive Miami FL 33133 Telegraph proposals will not be considered; however, proposals may be modified by telegraph notice provided such notices are received prior to the hour and date specified in the Request for Proposals. Late proposals will be not be considered. Failure to follow the instructions in the Request for Proposals is cause for rejection of offer. Explanations to Proposers Explanations or instructions shall not materially alter the Request -for Proposals unless they are in writing. Oral explanations or instructiont given before the award of a contract will not be binding. If necessary, a written addendum to the Request for Proposals will be issued to all prospective proposers. Time of Completion The time of completion of work is of great importance to the City. Work is to continence when the successful proposer(s) is given written notice to proceed. The proposer is to furnish sufficient forces and equipment to allow the completion of the work within a reasonable length of time. Acceptance of Offer The signed proposal shall be considered an offer on the part of the proposer. Such offer shall be deemed accepted upon execution of a signed contract. Criteria for Acceptance of Proposal Proposals will be evaluated by a selection committee based upon the Evaluation Criteria specified within the RFP. In order to qualify as responsible, a Proposer must meet all the criteria and provide required information/documentation as indicated within this solicitation regarding this Request for Proposal. 30 97- 799 41 Miami, Florida Consultant for Fire Captain and Chief Fire Officer Proanktional Exams RFP 97-98-001 Proposal Evaluation Procedure The proposals will be evaluated based on the factors set forth in the Request for Proposal. Discussions may be conducted with these proposers to further clarify the City's requirements and the offeror's proposals. - Proposers may be required to make oral presentations and/or provide demonstrations. The City may award a contract on the basis of initial proposals received, without discussions. Therefore, each initial proposals should contain the proposer's best terms from a cost or price and technical standpoint. Award of Contract Subsequently, this item will be recommended for award to the City Commission, who shall make the award 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. The City reserves the right to negotiate with the successful Proposer or any other Proposer. Modification or Withdrawal of Proposal An offer may not be modified, withdrawn, or canceled by the offeror for 150 days following the time and date designated for the opening of proposals, and the offeror so agrees in submitting his proposal. Final system .price and configuration may change based on final system review. These changes do not constitute a modification of the proposal response. Discrepancies, Errors and Omissions Any discrepancies, errors, or ambiguities in the Request for Proposals or addenda (if any) should be reported in writing to the City's Purchasing Department. Should it be found necessary, a written addendum will be incorporated in the Request for Proposals and will become part of the purchase agreement (contract documents). The City will not be responsible for any oral instructions, clarifications, or other communications. Rejection of Proposal The City shall have the right to reject any or all proposals and in particular, to reject a proposal not accompanied by any required bid security or data required by the Solicitation documents, or a proposal in any way incomplete or irregular. The City will disregard typographical, mathematical, or obvious errors. The City will not pay costs incurred by any proposer in the preparation of proposals. 31 42 97� 799 City of Miami, Florida Consultant for Fire Captain and Chief Fire Officer Promotional Exams RFP 97-98-001 Disqualification The City reserves the right to disqualify proposals before or after opening, upon evidence of collusion with intent to defraud or other illegal practices on the part of the proposer. Execution of Contract The individual, firm, or corporation to which the contract has been awarded shall enter into an agreement with the City. No contract shall be considered binding upon the City until it has been properly executed. 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 proposal number marked on the outside. "Trade secret" means the whole or any portion or phase of any formula, pattern, device, combination of devices, or compilation of information which is for use, or is used, in the operation of a business and which provides the business an advantage, or an opportunity to obtain an advantage, over those who do not know or use it. "Trade secret" includes scientific, technical, or commercial information, including any design, process, procedure, list of suppliers, list of customers, business code, or improvement thereof. Irrespective of novelty, invention, patentability, the state of prior art, and the level of skill in the business, art, or field to which the. subject matter pertains, a trade secret is considered to be: 1. Secret; 2. Of value; 3. For use or in. use by the business; and 4. Of advantage to the business, or providing an opportunity to obtain an advantage, over those who do not know or use it when the owner therefore takes measures to prevent it from becoming available to persons other than those selected by the owner to have access thereto for limited purpose. 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 hold harmless the City of Miami for any award to a plaintiff 32 5 7- 799 43 f Miami, Florida CWultant for Fire Captain and Chief Fire ital Exams RFP 97-98-001 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. Indemnification The proposer agrees to indemnify, hold harmless, and save and defend the City from and against all claims, liens, liability, loss or damage including, but not limited to, costs, expenses, and attorney's fees whether or not caused by the actual or claimed negligence (active or passive) of the City, its agents or employees, either as the sole or contributing cause for damage to property, wherever situated or owned or leased by the City or any other person, bodily or personal injuries, including death at any time resulting therefrom,. sustained by any person or persons including, but not limited to, any employees or representatives of any subcontractor, which damage or injuries arise out of or in connection with, directly or indirectly, construction operations or the execution of the contract between the City and any amendments thereto, by the offeror, his subcontractors, agents, or representatives. Public Entity Crimes A person or affiliate who has been placed on the convicted vendor list following a conviction for a public entity crime may not submit a bid on a contract to provide any goods or services to a public entity, may not submit a bid on a contract with a public entity for the construction -or repair of a public building or public work, may not submit bids on leases 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 for CATEGORY TWO for a period of 36 months from the date of being placed on the convicted vendor list. Resolution of Contract Disputes Provider understands and agrees that all disputes between the Provider and the City based upon an,alleged violation of the terms of this Agreement by the City shall be submitted to the City Manager for his/her resolution, prior to Provider being entitled to seek judicial relief in connection therewith. In the event that the amount of compensation hereunder exceeds $4,500, the City Manager's decision shall be approved or disapproved by the City Commission. Provider shall not be entitled to seek judicial relief unless: (i) it has received City Manager's written decision, approved by the City Commission if the amount of compensation hereunder exceeds $4,500, (ii) a period of sixty (60) days has expired, after submitting to the City Manager a detailed statement of the dispute, accompanied by all supporting documentation (90 days if City Manager's decision is subject to City Commission approval); or (iii) City has waived compliance with the procedure set forth in this section by written instruments, signed by the City Manager. 33 44 97 '�99 J-93-334 6/15/93 ~ ORDINANCE NO. 11072 AN ORDINANCE AMENDING SECTION 18-56.1 OF THE CODE OF THE CITY OF MIAMI, FLORIDA. AS AMENDED. THEREBY AMENDING CERTAIN SUBSECTIONS PERTAINING Tb: (A) RIGHT TO PROTEST, (B) AUTHORITY TO RESOLVE PROTESTS, (C) COMPLIANCE WITH TIME REQUIREMENTS, AND ADDING NSW SUBSECTIONS PERTAINING TO: (D) STAY OF PROCUREMENTS DURING PROTESTS, (E) COSTS,'AND (F) BOND: CONTAINING A REPEALER PROVISION AND A SEVERABILITY CLAUSE. BE IT ORDAINED BY THE COMMISSION OF -THE CITY OF MIAMI, Section 1. . Section 18-56.1 of the Code of the City of - Miami, Florida, as amended, is hereby amended In the following particulars:/ "Sec. 18-56.1 Resolution of protested sollaitations and awards. (a) Right' to protest. . Any actual or prospective uvnbxoataut party proposer who ±ee.is perceives Itself aggrieved in connection. with the solicitation. or award of a contract or anv ■ • ••j. n - • •_346 lb • §b •••■ #a q - a• Words and/or figures stricken through. shall be deleted. Underscored words and/or figures shall be added. The remaining provisions are now in effect and remain unchanged. 45 97- 799 by the chief procurement_ officer within five (5 days after the date the notice of protest was filed. --No time will be added to the above limits for service by mail. In computing any period*of time prescribed or allowed by .this section, the day of the act, event or default from which the designated period of time begins to run shall not be included. The last day -of the period so computed shall 'be included unless it is a Saturday, Sunday dr legal holiday in which event the period shall. run.until.the end of the next day which is neither a Saturday, Sunday or legal holiday. Intermediate SaturdRX , Sundays and legal holidays shall be - excluded in 'the computation of the time for filing. The formal written protest shall state with particularity the facts and law uvon which the protest is based. (b) Authority to resolve -protests. .The chief procurement officer -'shall have the authority, subject to the approval of the city manager and the city attorney, to settle and resolve s any formal_ written protest of--em the solicitation of- the Pre -thett +In cases involving more than four thousand five hundred dollars ($4,500.00), the decisione*of the chief procurement officer must be submitted for approval or disapproval thereof to the city commission after a favorable recommendation by the city attorney and the city manager. The chief procurement officer shall obtain the requisite approvals and communicate said decision to the protesting party; or alternatively if the amount involved is greater than four thousand five hundred dollars ($4,500.00), shall submit said decision to the city commission within thirty (30) days after he/she receives the protest. (c) Compliance with time requirements. Failure of a era-ege_r-. e_ V ed party to s timely file either the notice of protest or the formal written protest with the chief procurement 'officer within the time provided in subsection (a) above, shall constitute a forfeiture of such party's right to the=efer by such party file a protest pursuant to this section. _ ___=_ by e eity o-rf:ie+aIs-�� .�uu�c�.a.ivaa� l"1 .,,+aaa..ra .......•.-.� ...... ...77�r......,,.r t..r ..j, ...__..-.__.__.�.__ Option, 46 97- 799 (d) Stay of procurements during protests_ Upon receipt of a notice of protest which has been timely filed under subsection (a) above, the city shall not proceed further with the solicitation or with the award of the contract until the protest is resolved by the chief procurement officer or the city commission as provided in subsection (b) above, unless the city manager makes a written • determination that the solicitation process or -the contract award must be continued without delay in order to avoid an immediate and serious danger to the public health, suety or welfare. (e) Costs. All costs accruing from, a protest shall be assumed by the protestor. M Bond. The formal written protest must be accompanied by a bond payable to the City in an amount equal to one (1) percent of the amount of the bid or contract or five thousand dollars ($5,000), whichever is less, which bond shall guarantee the payment of all costs which may be adjudged against the protestor -in any administrative or court proceeding. In lieu of a bond,- the chief procurement officer may accept a cashier's check or money order in the amount of the bond. If a Protest is -upheld .!2X the chief procurement officer and/or the city commission, as applicable, the bond shall be refunded to the vrotestor less anv costs assessed under subsection Section 2. All ordinances or parts of ordinances insofar as they are inconsistent or in conflict with the provisions of this Ordinance, are hereby repealed. Section 3. If any section, part of section, paragraph, clause, phrase or•word of this Ordinance is declared invalid, the remaining provisions of this Ordinance shall not be affected. Section 4. This Ordinance shall become effective thirty (30) days after final reading and adoption thereof. 97- 799 47 PASSED ON FIRST READING BY TITLE ONLY this 13th day of May, 1993. ' PASSED ON SECOND AND FINAL READING BY TITLE ONLY this 8th day of July , 1993. /1-- XAVIP L. [..115 4LLlCtI PREPARED AND APPROVED BY: CARMEN L . LEON ASSISTANT CITY ATTORNEY APPROVED AS TO FORM AND CORRECTNESS: 48 97- 799 . " J-8S-944 10/11/85 ORDINANCE N0.1 0 0 6 2_ AN ORDINANCE REPEALING ORDINANCE NO. 977S. THE MINORITY PROCUREMENT PROGRAM ORDINANCE OF THE CITY OF MIAMI. FLORIDA AND SUBSTITUTIaG THEREFOR A NEW MINORITY PROCUREMENT PQOGRA14 ORDINANCE TO BE KNOWN ASIO CITED AS • 'THE MINORITY /.NO uOMEN BUSINESS AFFAIRS AUG PROCUREMENT ORDINANCE OF THE CITY OF. MIAMI. FLORIOA.4' ESTABLISHING A MINORITY AND WOMEN BUSINESS AFFAIRS PROCUREMENT PROGRAM AND COMMITTEE; PROVIDING FOR THE CREATION BY :HE CITY MANAGER OF AN OFFICE OF MINORITY AND WOMEN BUSINESS AFFAIRS AHO PROCUREMENT; FURTHER SETTING FORTH A GOAL OF AWARDING AT LEAST S1 PERCENT OF THE CITY'S TOTAL ANUUAL DOLLAR VOLUME OF ALL PROCUREMENT EXPENDITURES TO BUSINESSES OWNED BY BLACKS (I7:). HISPANICS (17:). AND WOMEN (171); AUTHORIZING THE CITY HANAGER TO PROVIDE FOR MINORITY AND WOMEN -OWNED BUSINESS ENTERPRISE PROCUREMENT SET -ASIDES AND CONTRACT PROVISIONS; PROVIDING FOR THE DEVELOPMENT OF PROCEDURES. MEASURES AND RESOURCES TO IMPLEMENT SAID PROGRAM. GOALS' AND OBJECTIVES; AND CONTAINING A SEVERASILITY CLAUSE. WHEREAS. Ordinance No. 9175 dealing ' wish ainority procurement has been found to be in need of revision and modification to strengthen the effectiveness of the City of Misari43 Minority Procurement Policy sad Program; and WHEREAS. "the City Commission. tit repealing Ordinance No. 9775 and in adopting and substituting therefor the herein Minority and Uoaien Business Affairs and Procurement. Ordinance Is authorized pursuant to the Charter of the City of Mia"I. Sections S2 and 53; and the Municipal None Rule Powers Act of 1973. Chapter 166.001 et seq.. Florida Statutes. as 4mendeC; and WHEREAS. the U.S. Supreme Court has upheld Dade County Ordinance No. 82-67, adooted July 20. 1984. restricting bidding on construction projects to Black -owned firms when prior unwarranted discrimination has been proven; and WHEREAS. findings of a City of Miami Minority Procurement Disaarity Study Indicated a substantial exclusion of minority and women -owned 'businesses from the City's procurement process for the fiscal years between I971 and 1961: and WHEREAS. this Ordinance will :prevent the perpetuation of the effects of prior unwarranted 41scrimination vnich nas 1 97- 799 49 rteretofore 1=v4l•re%* limited or foreclosed procu nt anti contracting opportunities for businesses owned by alacsr-S' Hispanics and Women with the City of Miami; and WHEREAS. the City of Miami has established a policy of constructive affirmative action to eliminate substantially the effects of prior dlsCriaination; and WHEREAS, the proposed Minority, and Women Business Affairs and Procureatnt Program and Policy contains requirements: (a) that those who contract with the City of Miami in the areas of procurement shall not discriminate against any business.' eaoloyee or applicant for ecoloyeent because of age. ethnicity. race. creed. color, religion; sex._ national origin. Aandicao. or marital status; and (b.) that suca city contractors have and Implement an Affirmative Action or Equal Emoloyment Opportunity policy to ensure that such businesses. employees or applicants for employment are treated equally without regard to age. ethnicity, race, creed. color, religion. :ex. national Origin - handicap • or marital status, and WHEREAS, implementation of tills ordinance will serve -the best interest of the City and will maximize the opportunity for - small business gonceras owned and controlled by Blacks. Hispanics and Womta to procure or contrict .kith the City ,of Miami in the area of procurement; and WHEREAS, to be effective it is necessary and desirable to establish for the City of Miami a iinority and Women Business - Affairs Procurement Program with the appropriate goals. objectives, administrative procedure and resources; .and adopt legislation remedying the affected Hispanic, 814Ct and Women - owned businesses; NOV* THEREFORE, BE IT OROAZWCO SY THE COMMISSION Of THE CITY Of MIAMI. FLORIOA: Section 1. This Ordinance shall be tnowa and may be cited as 'The Minority and Women Business- Affairs and Procurement Program Ordinance of the City of Miami.' Section 2. for the purpose of this Ordinance. toe following terms phrases. words. and•trteir derivations, shall nave the following meanings: z �vs2� 97= 799 A. .Business EnterQrtse means any corporation. partnersnlo. individual. sole 10 rap rietorsni0. joint stock coeoany. Joint venture.- professia.441 association or any other legal entity that is properly licensed to do business with the City of Miami and/or Oade County and/or the State of Florida. •� S. Minority and Women -Owned Business Enterprise means a business -enterprise in waith .at least S1 percent of said enterprise is owned by Blacks. Hispanics or Women waose a;anagesent and daily buSiaesS operations are controlled by one or core Blacks. Hispanics or vomen. C. Contract means agreements for the procurement of goods. services or construction of facilities for the City of Miami. D_ Facilities means all total or partial publicly s financed projects iaeludiag, but without. llaitatioa. uaifi.ed development projects, auniCipal public worsts and municipal ieprove=ents to the extent they are financed with City money. utilize City property, or require City services. E. goods and services include, without limitation. public, worts, improvements, -facilities. professional services. commodities, supplies, materials and equtpeent. F. Coat means the percentages of the annual dollar vol uee of procurement expenditures determined by this ordinance to be offered for Minority and Mowen business participation. C. Set=aside is the term which will be used to designate a given parehase or contract or a portion of a given purchase or contract award for Black. Hispanic and/or Vomen- owned businesses. Se% -&Sides say only be utilized where 1t is determined, prior to the invitation to bid or request for proposals. that thert are a sufficient number of certified 91act. Hispanic pad/or Women -owned businesses to afford effective competition for the purchase. H. Joint Venture shall mean an association of Verson$ or legal entities .with the intent to engage 1" and carry out a single business enterprise for profit. 3 a b 51 97- 799 j, Procarta EzoenQltures st3e17 aeea a po se, payeent, distribution, loan or advance for .,tre purpose of acquiring or providing -goods and services. �. Affireative Action Plan shall include the projected annual goals and the timetables wnieh will be used to emo1cy and/or procure witA women . and .minorities a non- discrinination policy statement and any'other actions which will be used to .ensure equity in employWent and the utilization of minority and female -owned businesses. section 3. A Minority and 1lomen Business Affairs and Procurement Program for the City of Miami is hereby established. The City Manager's Office shall be held accountable for the fuil and forceful implementation of the Minority and Vomen Business Affairs and procurement Program by prcvidtnq appropriate recommendations for action by the City Conmission. A. For the purpose of assisting the City Manager In the implementation of said program, a 41nority and Yomen Business Affairs and Procurement Committee is hereby established, consisting of aA appropriate number of members, to be appointed by the, City Manager, with 'full re'resentation of Ntsoanics; Slacks and Vomen to be responsible for monitoring the -tapleseentation of the program and asking recommendations for acedeving the requirements. of this Ordinance. The Caamitree shall be responsible, for generating yearly progress reports to the City Commission and the community at is rue. B. the City Manager shall, utilizing existing resources, create an Office of Minority and Yoaen Business Affairs and Procurement; and shall provide the appropriate staff and resources necessary for the performance of all such administrative duties; authorise and inglestnt the administrative, guidelines and procedures required; and ensure corraliance with the functions required to promote, the achievement of the program' s goals and obj eeti ves .of i ncreasi ng the volume of City procureaettt and eoettraets with Bl actc. MiYpanic and women -owned businesses. a 3 52 A7— 7�4 ' � oat Section a. Tee objective of the City is to acnies 9 of awardinq a minimum of SIZ of the total annual dollar volume Of all procurement expenditures to Blacks. Hispanics and tiomen- owned business enterprises to be apportioned as follows: seventeen percent (1751 to Blacks, seventeen percent (IT:) to Hispanics and seventeen Percent (17%) to Wamen.I ' — A. To further the goal or ii cre'asing the total annual volume of all procurement expenditures to minority and women - owned • business enter -prises, authority for a minority and women. owned business enterprise procurement set -aside is hereby established for use by the City Manager as he or she may deem advisaale or necessary to increase the participation of Black. Hispanic and Women -owned busluesses in City procurement contracts. B. It shall be mandatory for all City of Miami contracts and/or procurement award documents to contain the following: (I.) A specific reference to the 410911c4aility of the Minority and Women Business Affairs and procurement P•-ogram established by this Ordinance-, provision stating the right of the city to terminate and cancel any contract or contractual agreement entered into. including elimination of the individual(s) and/or business enterprises) frog consideration and participation in future City contracts, on 'the basis of having.. submitted deliberate and willful. false or misleading information as to his. her or its statics as a Black, Hispanic and/or uomen-owned business entervrlst and/or the quantity and/or type of minority and women -owned business participation; (1.1 A requirement that each successful bidder or .offeror agree to provide a sworn statement of coacpl i ante with the Provisions of this Ordinance and its specific applicability to the Purchase or contract award under consideration; such statement Shall certify that the bidder or offeror, during the I Women, depending upon their own annual self-selection, shall be listed in only one (1) of the categories: race. ethnicity. gender. 5 1GQF 97- 7 99 53 course of ti'e Privalved to the performance of Qe contract sougnt.by such bidder or offeror, shall act discriminate against any business, toployee or applicant for employment because of age. ethnicity, race, creed, color, religiorl. sex. national origin. handicao or marital status; (A.) A stateatnt of the extent to which the business enterprise has as One or more of its partners or principals persons wfto are Black, Hispanic or Women. or is a joint venture coaprised of a non -minority and minority business and%or women -owned entery rise. (S.) A requirement that each bidder subait along with the bid air proposal air AffirmAtive Action Plan (AAP). any significant equity participants. joint venture participants. sub-canLrac2ors., suppliers or other parties to the bid or proposal shall also be required to submit such plans. A provision specifying the requirements for continued bidder or offeror eligibility including minority and female involveuent. Section S. Bidders or offerors shall be required to demonstrate a reasonable mad good faith effort to .solicit and obtain the participation of qualified alacrity and vomen_owned businesses in all old and proposal documents. Section 6. Except .mere federal or state law or regutaticns mandate to the con-trary, the provisions of this section will be applicable to all City of Miami. prebid.. bid. contract or other agretmeats aegotlated by the City. - Section 7. The Minority mad Yoatn Business Affairs and Procurement Progr" established herein shall be in effect only until such title as the effects of prior unwarranted discrimination against Blacks. Hispanics and Uomen have been .compensated for. at which ZiUt the goals and Set -asides provided for herein shall no longer be observed. Such need snail be reviewed every two years by the City Commission. upon the reccamendatton of the City Manager. Section 8. Ordinance ma. 977S:. the Minority procurezent Program Ordinance of the City of Mitmi. Florida. is hereby repealed. 54 6 loos" - 97— 799 Section 9. Should any part or provision of tnis Ordinance be dbclared by a Court of coopetent jurisdieition zo be invalid. same shall not affect the validity of the Ordinance as a .mole. PASSED ON FIRST READING 8Y TITL£.ORLY this 26=5 day of No.►aabar 1985. •' PASSED ARC ADOPTED ON SECOND. AND FINAL READING BY TITLE ONLY this 19ta day of December 1985. ATTEST: mayor City Clerk PREPARED AND APPROVED BY: lit Devaty City -Attorney APPROVED AS TO FORM SAND CORRECTNESS: ' City Attorney A�/vpc/pe/ao/8I56 5.2 ` 1� 97- 79955 J-88-1153 1/12/89 ' ORDINANCE NO.B AN ORDINANCE AMENDING CHAPTER 18, ENTITLED -FINANCE-, OF THE CODE OF THE CITY OF MIAMI, FLORIDA, AS AMENDED, BY REDEFINING THE TERM 'MINORITY ANO WOMEN -OWNED BUSINESS ENTERPRISE AND DEFINING THE TERM 'VEHOOR' 'IN SECTION 18-68; REQUIRING IN SECTION 18-72 THAT THE GOAL OF AWARDING AT LEAST FIFTY-ONE PERCENT (511) 'OF THE CITY'S TOTAL ANNUAL DOLLAR VOLUME OF'ALL PROCUREMENT EXPENDITURES TO MINORITY/WOMEN SHALL BUSINESSES BE APPLIED TO ALL CITY OF MIAMI BIDS AND CONTRACTS; REVISING SECTION 18-73 TO PROVIDE THAT: ALL CITY OF MIAMI INVITATIONS, REQUESTS AND/OR ADVERTISEMENTS FOR BIDS, PROPOSALS, QUOTES, LETTERS OF INTEREST AND/OR QUALIFICATION STATEMENTS CONTAIN THE APPROVED MINORITY/WOMEN BUSINESS ENTERPRISE (M/WBE) PARTICIPATION REQUIREMENTS PURSUANT ,TO CITY OF MIAMI ORDINANCE NO. 10062 - MINORITY/WOMEN BUSINESS AFFAIRS AND PROCUREMENT PROGRAM; REQUIRING THAT ALL RESULTING AWARD AND/OR CONTRACT DOCUMENTS CONTAIN THE REQUIRED COMPLIANCE FORMS RELATIVE THERETO; REVISING SECTION 18-73(5) TO EXPAND UPON THE AFFIRMATIVE ACTION REQUIREMENTS FOR ALL CITY BIDS AND CONTRACTS; ADDING SECTION 18-76 AUTHORIZING ADMINISTRATIVE DEPARTMENTS TO ESTABLISH THE REQUIRED ADMINISTRATIVE PROCEDURES TO INSURE COMPLIANCE WITH THE CODE; FURTHER, PROVIDING FOR RESOLUTION OF DISPUTES REGARDING WITHHELD PAYMENTS.. OF CONTRACTORS AND SUBCONTRACTORS AND FURTHER ADDING SECTION 18-77 DESIGNATING THE DIRECTOR OF THE OFFICE OF M/WBE AFFAIRS AS THE CITY OFFICIAL RESPONSIBLE FOR ESTABLIStUNG AND IMPLEMENTING M/WBE BID AND CONTRACT PARTICIPATION . REQUIREMENTS, COMPLIANCE GUIDELINES, AND MONITORING AND REPORTING PROCEDURES; CONTAINING A REPEALER PROVISION AND A SEVERABILITY CLAUSE. WHEREAS, Ordinance No. 10062 dealing with Minority/women Business Affairs and Procurement established -the annual goal of procuring/contracting fifty-one percent (51%) with minority/women owned and a+anaged business enterprises; and WHEREAS, Administrative Policy Manual 4-86 (APM 4-86), issued October 1, 1986, provides for the administrative implementation of Ordinance No. 10062; and WHEREAS, it has been determined that there is further need for legislative relief to obtain said goals, particularly as it 1O1A 57 e = 799 relat-as to the City0bid, proposal and contract pro& and the resulting documents on a bid/contract by bid/contract basis to achieve the annual goals; NOW, THEREFORE, BE IT ORDAINED BY THE COMMISSION OF THE CITY OF MIAMI, FLORIDA: Section 1. Section 18-68, is herebyamended in the following particulars.) -Sec. 18-68. Definitions. ` For the purpose of this article, the following terms, phrases, words, and their derivations shall have the following meanings: Minority and women -owned fM412 business enterprise means a business enterprise in which at least fifty-one percent (511) of said enterprise is owned by Blacks, Hispanics or women whose management and daily business operations are controlled by one or more Blacks, Hispanics or women .and who employ a maximum of twenty- five (251 S ► Ioyees or have a net y_Qrth Mt in excess of two million dollars.- s i • vendor means any business entity providing goods, services or equipment to the City of Miami through a purchase, field or blanket order or contract. - Section 2. Section 18-72(a), is hereby -amended by adding the following language: -(a) The objective of .the City is to achieve a goal of awarding a minimum of fifty-one percent (51!) of - the total annual dollar volume of all procurement expenditures to Black, Hispanic and Women -owned small business enterprises to be apportioned as follows: Seventeen percent (171%) to Blacks, seventeen percent (171) to Hispanics and seventeen percent (17 % ) to women; such coal shall be J30211ed to a city bids and contracts.' Section 3. Section 18-73 is hereby amended by adding the following language: -5ec. 18-7 , AeQuired statements fgr ee icitationa_= notices: required statements on contracts and awards. 1 Words and/or figures stricken through shall be deleted. Underscored words and/or figures shall be added. The remaining provisions are now in effect and remain unchanged. Asterisks indicate omitted and unchanged material- -2- ��= 799 I It shall be mandatory for all City contracts • and/or procurement award documents to contain the following: • (5) A requirement that each bidder, 12r000aer, or vendor, submit along with the bid or proposal an affirmative action plan (AAP). Any significant equity participants, joint venture participants, subcontractors, suppliers or other parties to the bid or proposal shall also be required to submit - such plans. 1 1 - - 1 • 1 • • • • 1 ,1 • 1 • • 1nil 11mil / •t '• 1 • • 1 1 • 1 It ••� • _ _ •ll / ti• Section d. The following new Section 18-76 is added in its entirety: 'Sec. 18-76. Administrative Procedures. The Departments of Finance, Public :corks and General Services Administration -are authorized to establish the required administrative procedures to insure compliance with the provisions as set forth herein. Is rlrz-yo 9'7- 799 59 The Finance Oet t is mandated to institute pa t procedures which' 11 insure, in those instance_ n which the M/WBE-bid or contract requirements result in• contracts, subcontracts or joint ventures for H/WBEs, that compensation provided pursuant thereto shall be in the form of a check made payable to the primary contractor, bidder or proposer, and (if appropriated jointly) to the minority/woman business enterprise subcontractor or joint venture partner in an amount not to exceed the subcontracted or joint venture amount, based upon approved invoices submitted by the prime contractor, proposer or joint. venture, to thk City. In the event a dispute should arise as to the performance or payment of the primary contractor or bidder/proposer or the M/WBE, under the terms and ` conditions of the City contract or procurement award document,. compensation shall be withheld until such time as the dispute is resolved in accordance with the procedures set forth in this Chapter for resolving such disputes. All Administrative Directors shall amend their existing policies and procedures or to create such new ones as may be required to insure and report on compliance with all aspects of this article. - Section 5. The following new Section I8-17 is added in its entirety: -Sec. 18-77. Designation of the Director of the Office of Minority/Women.Business Affairs. The Director of the Office of Minority/Women Business Affairs is designated as the official responsible -for. establishing M/WBE bid and contract/award requirements, creating and implementing compliance guidelines, monitoring compliance, resolving disputes, and - reporting on all of the above to the City Manager. - Section 6. All ordinances or parts of ordinances in conflict with the provisions of this ordinance insofar as they are inconsistent or .in conflict with the provisions of this ordinance are hereby repealed. Section 7. If any section, part of section, paragraph, clause, phrase, or word of this ordinance is declared invalid, the remaining provisions of this ordinance shall not be affected. PASSED ON FIRST READING BY TITLE ONLY this 15th day of December , 19 88. PASSED AND ADOPTED ON SECOND AND FINAL READING BY TITLE ONLY this 12th day of January 19 89. �._. A XAVIER L. SUAAEZ, Mayor VIAVtY H IRA I City Clerk - 1-0s38 9 7 - 7 9 9-_ PREPARED AND APPROVED BY*. LINDA K. KEARSO Assistant City Attorney , APPROVED AS TO FORM AND CORRECTNESS: JOR E L. FER ANDEZ CitAttorne S.KK/pb/bss/M424 -5- 1-OS3g 61 97- %9, J-85-380 ORDINANCE NO. 10 0 3 2- AN ORDINANCE IMPLEMENTING THE "FIRST SOURCE HIRING•:AGREEMENT" AND SETTING AS A CONDITION PRECEDENT TO THE EXECUTION OF CONTRACTS RESULTING IN THE CREATION OF NEW PERMANENT JOBS, -THE SWESSFUC NEGOTIATION OF A "FIRST SOURCE HIRING AGREEMENT" BETWEEN THE PRIVATE INDUSTRY COUNCIL OF SOUTH FLORIDA/SOUTH FLORIDA EMPLOYMENT AND TRAINING CONSORTIUM, AUTHORIZED REPRESENTATIVE OF THE CITY OF MIAMI, AND THE ORGANIZATION OR INDIVIDUAL RECEIVING SAID CONTRACT, UNLESS SUCH AN AGREEMENT IS FOUND TO BE INFEASIBLE BY THE CITY MANAGER, AND SUCH FINDING IS APPROVED BY THE CITY COMMISSION OF THE CITY OF MIAMI, WITH THE PRIMARY BENEFICIARIES OF THIS AGREEMENT BEING THE PARTICIPANTS OF THE CITY OF MIAMI, TRAINING AND EMPLOYMENT PROGRAMS AND OTHER RESIDENTS OF THE CITY OF MIAMI; CONTAINING A REPEALER PROVISION AND SEVERABILITY CLAUSE. WHEREAS, the City Commission has declared its intent "that public projects that are financed by public funds, CETA participants, who are eligible are to be given priority" (Motion 83-1018, November 16, 1983), and; WHEREAS, the City Commission is desirous of supporting' the concept of. "First Source Hiring Agreement", which would give priority employment to City of Miami training and employment • participants-i hiring situations resulting from the support of public funds, from or through the City and/or special privileges granted by the City of Miami, and; WHEREAS, the City Commission passed a Resolution "establishing an advisory committee to recommend a "First.Source Hiring Agreement" policy for implementation by the City of Miami and appointing certain individuals to serve on that committee" (Resolution No. 84-898, July 31, 1984), and; WHEREAS, the City Commission of the City of Miami wishes to assure continuing employment opportunities of residents of the City of Miami, and; ' WHEREAS, the authorized representative shall negotiate the terms of the "First Source Hiring Agreements" on a project by 63 9'7- '799 project basis with the recipient of contracts for facilities, services and/or grants and loans from or through the City of Miami, and; WHEREAS, those organizations and individuals receiving contracts for facilities, services and/or grants and loans from or through the City of Miami should participate in the "First Source Hiring Agreement" as it Is in the best interest of said parties and City of Miami residents, and; WHEREAS, for the purpose of this resolution, contracts for facilities, services and/or grants and loans with the City of Miami are defined in Section 2 of this Ordinance, and; WHEREAS, those organizations or individuals receiving the identified public funds,, by the receipt of contracts for facilities, services and/or grants and loans would be required, precedent to the execution of said contracts to enter into negotiations with the authorized representative, as defined in Section 2. of the Ordinance, and to arrive at a "First Source Hiring Agreement" which is satisfactory to both parties, and; WHEREAS, the special -duties and responsibilities of the authorized representative necessary to implement "First Source Hiring Agreements" are spelled out in the provisions of a Resolution being considered for adoption by the City Commission on June 13, 1985; and WHEREAS, a model "First Source Hiring Agreement" is attached herewith, for illustrative purposes only; NOW, THEREFORE, BE IT ORDAINED BY THE COMMISSION OF THE CITY OF MIAMI, FLORIDA: Section 1. That this Commission hereby approves implementation of the "First Source Hiring Agreement" policy and requires as a condition precedent to the execution of service contracts for facilities, services, and/or receipt of grants and loans, for projects of a nature that create new jobs, the successful negotiation of "First Source Hiring .Agreements" between the organization or individual receiving said contract and the authorized representative unless such an agreement is - found infeasible by the City Manager and such finding approved by .the City Commission of the City of Miami at a public hearing. 64 10032 97- 799 Section 2. Definitions. For the purpose of the Ordinance, the following terms, phrases, words and their derivations shall have the following meanings: A. Service Contracts means contracts for the procurement of services by the City of Miami which include professional services. B. Facilities means all publicly financed projects, including but without limitation, unified development' projects, municipal public works, and municipal improvements to the extent they are financed through public money services or the use of publicly owned property. C. Services includes, without limitation, public works improvements, facilities, professional services, commodities, supplies, materials and equipment. D. Grants and. Loans means, without limitation, Urban Development Action Grants (UDAG), Economic Development Agency construction loans, loans from Miami Capital Development, Incorporated, and all federal and State grants administered by the City of -Miami. E. Authorized Representative• means the Private Industry Council of South Florida/South Florida Employment and Training Consortium, or its successor as local recipient of federal and State training and employment funds. Section 3. The authorized representative shall negotiate each "First Source Hiring Agreement". Section 4. The primary beneficiaries of the "First Source Hiring Agreement" shall be participants of the City of Miami training and employment programs, and other residents of the City of Miami. Section 5. All ordinances, or parts thereof, in conflict herewith are hereby repealed. Section 6. Should any part of or provision of the Ordinance be declared by a court of competent jurisdiction to be invalid, same shall not affect the validity of the Ordinance as a whole. 65 i oos 297.- 799 PASSED ON FIRST READING BY TITLE ONLY THIS 18th day of 1985. PASSED AND ADOPTED ON SECOND AND FINAL READING BY TITLE ONLY this —12th day of September -1, 1985. Maurice A. Ferre MAURICE A. FERRE, MAYOR AT E CITY CLERK PREPA D AND APPROVED BY: 7;2'.'O--ae ROBERT F. CLERK CHIEF DEPUTY CITY ATTORNEY APPROV FORM AND CORRECTNESS: LUCIA A. DOUGIERTY CITY ATTORNEY 7,y,, plk2i& Clerk of the City of Miami,Florills. Vicubf C.!Ii:y that u., 111c.,42,/ 4.Y A. 08,(a. 19.- .. z (.I; uu_ Zia.; correct es 4-i tl--- =11.zvc ;'crcpsini r-.;i.nmrct A-ju r.,.t:d at the Sout-, D-W .1, the D.I.:: !;-;1;s;: at the pL.:.: prcl,.'J,:d lot notk a and pub imions by attaching paid co-py to the ;r.vLjcd thercior. WITNESS'my Imisd and the *:a of • City this_,:21_day "t 1914- fits clerk 66 10032 97— 799 • STATEMENT OF COMPLIANCE WITH ORDINANCE NO. 10032 Bidder certifies that (s)he has read and understood the provisions of City of Miami Ordinance No. 10032, pertaining to the implementation of a "First Source Hiring Agreement". Bidder will complete and submit the following questions as part of the bid. Evaluation of bidder's responsiveness to Ordinance No. 10032 may be a consideration in the award of a contract. Violations of this Ordinance may be considered cause for annulment of a contract betweem bidder and the City of Miami. I. Do you expect to create new positions in your company in the event your company was awarded this bid by the City? Yes No 2. In the event your answer to number 1 is yes, how many new positions would you create by virtue of performing this contract? 3. Please list below the title, rate of pay, summary of -duties, and expected length or duration of all new positions which might be created by virtue of your company's award of this job. POSITION/TITLE RATE OF PAY DUTIES EXPECTED Circle one - LENGTH OR Hourly/Weekly DURATION 1. 2 3. 4. 5. 6. 7. 8. (Use additional sheets if necessary) BIDDER'S SIGNATURE: DATE: FAILURE TO COMPLETE, SIGN AND RETURN THIS FORM MAY DISQUALIFY YOUR BID. 97- 799 67 • d-93-348 6/3/93 ORDINANCE NO. 11087 AN ORDINANCE AMENDING SECTION 18-52.1(h) OF THE CODE OF THE CITY OF MIAMI. FLORIDA, AS AMENDED. TO ADOPT A PROCIIRMMTT PROCEDURE IMPLEMENTING THE LOCAL PREFERENCE PROVISION OF SECTION 29-A OF THE CHARTER OF THE CITY OF MIAMI, FLORIDA, AS AMENDED, THEREBY AUTHORIZING THAT WHEN A IAA BID IS RECEIVED FROM A NON LOCAL VENDOR WHEN CONTRACTING FOR PERSONAL PROPERTY, PUBLIC WORKS OR IMPROVEMENTS. THE CITY COMMISSION MAY OFFER TO A RESPONSIBLE AND R3.SPONSIVE LOCAL BIDDER THE OPPORTUNITY OF ACCEPTING A CONTRACT AT THE LAW BID AMOUNT, PROVIDED THAT THE ORIGINAL BID FROM THE LOCAL VENDOR DOES NOT EXCEED 110 PERCENT OF THE LOW BID; CONTAINING A REPEALER PROVISION. SEVERABILITY CLAUSE,. AND PROVIDING FOR AN EFFECTIVE DATE. WHEREAS, Section 29-A of the Charter of the City of Miami. Florida, as amended, sets forth procurement procedures. for personal -property, public . works or improvements. unified development projects. and real property; and WHEREAS, said Section provides that the award of contracts for personal property and public works or improvements may be awarded to a local vendor whose primary office is located in the City of Miami if the amount of a bid or proposal submitted by said vendor is not more than ten percent (10%) in excess of the lowest other responsible bidder or proposer; and WHEREAS, the Miami City Commission wishes to assure that the City's procurement procedures are designed to comply with said Charter provisions; 97- 79969 J .J n n f" • • NOV. THEREFORE, BE IT ORDAINED BY THE COMMISSION OF THE CITY OF MIAMI, FLORIDA: Section 1. The recitals and findings contained In the Preamble to this Ordinance are hereby adopted by reference thereto and incorporated herein as if fully set forth in this Section. Section 2. Section 18-52.1 of the Code of the City of Miami. Florida, as amended, is hereby amcnded Jz the following particvlars:l/ "Sec. 18-52.1. Competitive sealed bidding. s : : (h) Award. The city manager may reject all bids or may submit recommendations as to the award to the city commission, which may reject all bids. Any contracts awarded shall be, awarded with reasonable promptness by written notice to the lowest responsible and responsive bidderi i)rov1ded . however .. that when the lowest responsible and responsive bidder is a non- nnaj Ynnclor the city commission '.may offer to a responsible and responsive. bidder whose 32riMary _effiee is located in the City of Miami- comm _nci nOT with the lowest responsZe and respons vp, lgngL hundred and ten 'Dercent (110%) of the low bid The decision of the city commission shall be final. All contracts shall be approved as to form and correctness by the city attorney, and a copy shall be filed with the city clerk. Section 3. . All ordinances or parts of ordinances insofar as they are inconsistent or .in conflict with the provisions of this Ordinance are hereby repealed. 70 Underscored words and/or fi 70 � gures shall be added. The remaining provisions are now in effect and remain unchange _ ��� 9 ^ ^+�--{ ��-�- T� r+a to nmi tt.4zd and unchanZed material. Section 4. If any section, part of section, paragraph, clause, phrase or word of this Ordinanoe is declared invalid, the remaining provisions of this Ordinance shall not be affected. Section 5. This Ordinance .shall become effective thirty (30) days after final reading and adoption thereof. PASSED ON FIRST READING BY TITLE ONLY this 22nd day of July , 1993. PASSED AND ADOPTED ON SECOND AND FINAL READING BY TITLE ONLY this 27th day of September 1993'. XAVIER L. IIAREZ,.MAYOR A E MATTY HIRAI CITY CLERK PREPARED AND APPROVED BY: JULIE O. ASSISTANT CITY ATTORNEY APPROVED AS TO FORDS AND CORRECTNESS: JOB:kd:bss:MI014 97_ 799 71 1i087 CITY OF 1VIIfV!.FT'' 1r1F THE CITY ` ARK : !D. KURITY LIST BID ITEM: BID NO.: DATE BID(S) OPENED: POLICE SERGEANT AND POLICE CAPTAIN CUSTOMIZED EXAMINATION PROCESSES FFP 96-97-076 OCTOBER 15, 1997 TIME 10:00 a.m. BIDDER XQ�(A(IX 8( X X X X OSIX fXXXX X X X '' X XXX kXX LANDY, JACOBS & ASSOCIATES One box and on envelope BARRETT & ASSOCIATES INC: One box PERSONNEL DECISIONS INTL. One box BOOTH RES-E-ARCH GROUP. One box MANAGEMENT SCIENTISTS II One envelope NO BID BURROUGHS AND ROCC.KHILL, INC. AON CONSULTING received tRr e?v, as of the above :4 lato and VV,0. 1P AR are hereby rvPected as fate." ,vto 2oN or1 2 received envelopes on behalf of Person receiving bids) PURCHASING DEPARTMENT Oil //)-/ -9- (City Department) (Date) SIGNED: /12/, eputy City Clerk 1 CITY OF MIAMI ADVERTISEMENT FOR PROPOSALS Sealed proposals will be received by the City of.Miami City Clerk at his office located at City Hall, 3500 Pan American Drive, Miami, Ff. 33133 for the following: RFP NO. 96-97-076 To develop and implement Police Sergeant and Police Captain customized examination processes. OPENING DATE: 10:00 A.M. October 15, 1997 RFP NO. 97-98-001 To develop and implement two (2) customized examination processes, one being a parallel form to be administered within one year, for each classification of Chief Fire Officer and Fire Captain. OPENING DATE: 10:00 A.M. October 20, 1997 Detailed specifications for this proposal are available upon request at the City of Miami, Purchasing Department, 444 SW 2 Avenue, Sixth Floor, Miami, Florida 33130. Telephone No. (305) 416-1904. Edward Marquez CITY OF MIAMI City Manager LOGO_s AD NO. 4271 & 4272- N f Op City of Miami:,- This number must REQUISITION FOR ADVERTISEMENT appear in the advertisement. INSTRUCTIONS: Please type and attach a 'co l)y of the advertis ment with thireauisition. 1. Department: 2. Division:! POLICE 3. Accotint Code number:' Al 4. Is'this a confirmation: 5. Prepared by: 001000.290201.'6..287 1 KI Yes El No PMIELA BURNS 6.- Size of advertisement:' 7. Starting date- 8. Telephone number: LEBAL1. 9/19/97' 416-1905 9. Number of times.- this advertisement is to. be 1.0. Type of advertisement: published: (1) .ONE N Legal El Classified El Display 11. Remarks: -RFP 96-97T 076 & CONSULTA14T FOR POLICE SERGEANT & POLICE'DAPTAIN 12. M, Z� Vy"I Publication Date(s) of., Advertisement Invoice No. Amount MIA1141 TIMES MIAMI REVIEW EL NUEUO HERALD , Z- MIAMI HERALD ❑ Approved" El Disapproved Department Director/Desijnee Date Approved for Payment Date C JGS/PC 503 Rev. 12i89. Routing: Forward White and Canary to G.S.A. (Procurement Management) and retain Pink copy. DISTRIBUTION: White - G.S.A.; Canary - Department