HomeMy WebLinkAboutExhibit 5FORM A: COVER PAGE (1 page)
Miami NICE Request for Qualifications 2008
M ME
Name:
Organization:
Address: FEIN/SS#
Phone: Fax:
Email:
1. Type of response:
I
Single consultant.
Web:
❑ Multiple consultants from a single organization I I Joint proposal (multiple entities)
2. Consultant positions: (Note: Response can include all four. Refer to RFO page 4 for related limitations)
❑ Success Partner ❑ Training Consultant ❑ Technical Consultant ❑ Evaluation Consultant
2(a) For Success Partner, Training, and Technical Consultants only: To which capacity areas are you responding?:
I -I (1) Leadership development / Board II (5) Organizational development topics including:
P1 (2) Program development ❑ Financial management ❑ Human Resources
I 1 (3) Community engagement Technology Ti Planning
❑ (4) Fund development Other:
2(b) For Success Partner Consultants only: Currently, does your organization offer peer networking, training, info -sharing
or other that may integrate FBCO organizations into an existing network of service providers or collaborators?
Yes. Describe in your application.
No or not currently n N.A. (individual, not an organization)
2(c) For all consultant positions: In which community service areas are you experienced?
7 C• hildren and youth
I -I Families transitioning from welfare to work
Healthy marriage initiative
P Elders in need
Ex -offender re-entry
— Rehabilitation services for addicts or prisoners
❑ Homelessness
Other:
3. Status regarding City of Miami administrative contract requirements (Attachment A):
n C• urrently meet all requirements
❑ Will meet prior to contracting Ti Cannot meet
4. Other consultant "pools" in which you are currently active:
Ti A• pproved vendor/The Children's Trust ❑ C-One network
n Other:
5. Signature/date:
CHECKLIST: Contents of this response
Cover Background Qualifications
Form (I page) (1 page per position*)
Client List Resume Optional Original
(1 page) (2 pages*) (3 pages) +2 copies
*Note: If multiple staff/partners are included in this one response, include up to.five sets for up to five designated individuals.
FORM B: PREVIOUS CLIENTS (2 pages)
For purposes of reference checks, demonstration of similar capacity -building work,
demonstration of experience with similar clients, etc.
1. Previous consultant engagements (contracts) with Miami NICE partners.
n Alliance for Human Services
Li Center on Nonprofit Effectiveness (C-One)
❑ City of Miami
n Family and Children Faith Coalition
Describe (if applicable):
❑ Miami -Dade County
The Children's Trust
❑ United Way of Miami NICE
2. Other clients:
Instructions: This form currently includes space for three clients. Adjust spacing in the grids
provided below as needed, and include additional clients if space allows. DO NOT EXCEED TWO
PAGES for Form B. If you would like to include additional client information beyond Form B, note
that up to three additional pages can be added as attachments to the overall submission (refer to page
12 for details about page limitations).
Client:
Contact name, phone, email:
Description of project; and s • ecific services you provided (information should be specific to
the individual consultant, not the consultant's co-workers or firm):
Description of results, achievements, outcomes, etc.:
Other:
Client:
Contact name, phone, email:
Description of project; and specific services you provided (information should be specific to
the individual consultant, not the consultant 's co-workers or firm):
Description of results, achievements, outcomes, etc.:
Other:
Client:
Contact name, phone, email:
Description of project; and specific services you provided (information should be specific to
the individual consultant, not the consultant's co-workers. or firm):
Description of results, achievements, outcomes, etc.:
Other:
(Adjust spacing as needed. DO NOT EXCEED TWO PAGES for Form B. See page 12 for space
limitation and the opportunity to add additional, optional attachments.)
ATTACHMENT A
Miami NICE RFQ 2008-1
City of Miami Contracting Requirements
Note to respondents
Within this Attachment A, you will find information provided by the City of Miami with regard
to the City's specific contracting requirements. Four major informational components are
included:
(1) Insurance Requirements -"Expert Consulting Agreement" (1 page)
Note: Applicable to individuals, sole practitioners, and similar.
(2) Insurance Requirements -"Professional Services Agreement" (2 pages)
Note: Applicable to organizations and similar.
(3)
Corporate Resolution (1 page)
Note: Applicable to organizations and similar.
(4) Terms and Conditions (25 pages)
Note that some requirements in parts 1, 2, and 3 apply only to individuals and some
requirements apply to organizations.
Information is relevant to future contracts for all four consultant positions described in the
document titled Miami NICE RFQ 2008-1: Success Partner Consultants, Technical Consultants,
Training Consultants, and Evaluation Consultants.
For additional information, updates, revisions, or assistance, visit www.miaminice.org.
INSURANCE REQUIREMENTS
EXPERT CONSULTING AGREEMENT
I. Personal Automobile Liability
A. Limits of Liability
Bodily Injury and Property Damage Liability
Limits of Liability -Split Limits S100,000/300,000/50,000, or
Combined S300,000
Endorsements Required
City of Miami included as an "Additional Insured"
II. Worker's Compensation
A. Limits of Liability
Statutory -State of Florida
OR Provide exemption certificate from the State of Florida, Division of Workers'
Compensation, and/or letter indicating number of employees, including corporate officers.
For information: State of Florida Division of Workers ' Compensation
wwwfldfs.com. See Division of Worker's Compensation, FAQs.
III. Employer's Liability
A. Limits of Liability
S100,000 for bodily injury caused by an accident, each accident
$100,000 for bodily injury caused by disease, each employee
$500,000 for bodily injury caused by disease, policy limit
IV. Professional Liability/Errors and Omissions Coverage (If Applicable)
A. Limits of Liability
Each Claim $ 1,000,000
General Aggregate Limit S 1,000,000
The above policies shall provide the City of Miami with written notice of cancellation or
material change from the insurer not less than (30) days prior to any such cancellation or
material change.
Companies authorized to do business in the State of Florida, with the following qualifications,
shall issue all insurance policies required above:
The company must be rated no less than "A" as to management, and no less than "Class V" as to
Financial Strength, by the latest edition of Best's Insurance Guide, published by A.M. Best
Company, Oldwick, New Jersey, or its equivalent. All policies and /or certificates of insurance
are subject to review and verification by Risk Management prior to insurance approval.
For more information about insurance, contact your insurance broker, or:
Brown & Brown, 1-800-877-2769, Teresa Schawb Extension 5756
INSURANCE REQUIREMENTS
PROFESSIONAL SERVICES AGREEMENT
I. Commercial General Liability
A. Limits of Liability
Bodily Injury and Property Damage Liability
Each Occurrence
General Aggregate Limit
Personal and Adv. Injury
Products/Completed Operations
S 1,000,000
$ 2,000,000
$ 1,000,000
$ 1,000,000
B. Endorsements Required
City of Miami included as an Additional Insured
Employees included as insured
Contractual Liability
II. Business Automobile Liability
A. Limits of Liability
Bodily Injury and Property Damage Liability
Combined Single Limit
Owned/Scheduled Autos
Including Hired, Borrowed or Non -Owned Autos
Any One Accident S 1,000,000
B. Endorsements Required
City of Miami included as an Additional Insurance
III. Worker's Compensation
A. Limits of Liability
Statutory -State of Florida
Waiver of Subrogation
IV. Employer's Liability
A. Limits of Liability
$100,000 for bodily injury caused by an accident, each accident
$100,000 for bodily injury caused by disease, each employee
$500,000 for bodily injury caused by disease, policy limit
V. Professional Liability/Errors and Omissions Coverage
Combined Single Limit
Each Claim S1,000,000
General Aggregate Limit $1,000,000
Deductible- not to exceed 10%
The above policies shall provide the City of Miami with written notice of cancellation or
material change from the insurer not less than (30) days prior to any such cancellation or
material change.
Companies authorized to do business in the State of Florida, with the following qualifications,
shall issue all insurance policies required above:
The company must be rated no less than "A" as to management, and no less than "Class V" as to
Financial Strength, by the latest edition of Best's Insurance Guide, published by A.M. Best
Company, Oldwick, New Jersey, or its equivalent. All policies and /or certificates of insurance
are subject to review and verification by Risk Management prior to insurance approval.
For more information about insurance, contact your insurance broker, or:
Brown & Brown, 1-800-877-2769, Teresa Schawb Extension 575
CORPORATE RESOLUTION
WHEREAS, , a Florida not for -profit
corporation whose principal address is
(hereinafter, the "Corporation"), desires to enter into a
Agreement with the City of Miami, a copy of which is attached hereto (hereinafter, the
"Agreement"); and
WHEREAS, the Board of Directors of the Corporation at a duly held corporate meeting
has considered the matter in accordance with the Articles and By -Laws of the Corporation,
copies of which Articles and By -Laws are attached hereto;
NOW, THEREFORE, BE IT RESOLVED BY THE BOARD OF DIRECTORS of
the Corporation that as the President and
as the Corporate Secretary are hereby authorized and instructed
to enter into, to execute, and to deliver the Agreement and to undertake the duties,
responsibilities and obligations as stated in such Agreement in the name of and on behalf of this
Corporation with the City of Miami upon terms and conditions contained in the Agreement to
which this Resolution is attached.
DATED this day of , 200^.
PRESIDENT (Signature)
ATTEST: Print Name:
CORPORATE SECRETARY (Signature)
Print Name.: (CORPORATE SEAL)