HomeMy WebLinkAboutAgenda Item Summary FormAGENDA ITEM SUMMARY FORM
File ID: #3775
Date: 03/14/2018
Commission Meeting Date: 04/12/2018
Requesting Department: Department of Risk
Management
Sponsored By:
District Impacted: All
Type: Resolution
Subject: Accept Proposal - Employee Voluntary Loan Program
Purpose of Item:
The nature of this item is to establish a resolution of the Miami City Commission, with
attachment(s), accepting the proposal received November 20, 2017, pursuant to RFP No.
727382, from BMG Money, Inc. (BMG) to provide an employee voluntary loan program, for an
initial period of three (3) years, with the option to renew for two (2) additional one (1) year
periods; authorizing the City Manager to execute the negotiated Professional Services
Agreement ("PSA"), in substantially the attached form, and to negotiate and execute all other
documents, including any amendments, renewals, extensions, and modifications, without
limitations, and in compliance with City Code, in a form acceptable to the City Attorney, as may
be necessary for said purpose. There is no fiscal impact to the City, as all payments will be the
responsibility of the employee participating in the Program.
Background of Item:
On October 26, 2017, the City issued a Request for Proposals (RFP) No. 680381 under full and
open competition, to obtain proposals from qualified, experienced firms interested in providing
an employee voluntary loan program, for the benefit of City employees. Subsequently, on
November 20, 2017, one proposal was received from BMG, who is the incumbent under the
current contract. The sole proposal was deemed responsive to the RFP requirements.
Following evaluations and an oral presentation, the Committee recommended BMG for
negotiations. Subsequently, the Negotiations Team met on January 29, 2018 and successfully
concluded negotiations with BMG. As a result of the negotiations, BMG agreed to waive the
twenty-five dollars ($25.00) application fee to all applicants. The Committee recommended that
Procurement negotiate a PSA, with BMG.
Budget Impact Analysis
Item is an Expenditure
Item is NOT Related to Revenue
Item is NOT funded by Bonds
Total Fiscal Impact:
No fiscal impact to the City
Reviewed B
Department of Risk Management Ann -Marie Sharpe Department Head Review
Office of Management and Budget Fred Pericles Budget Analyst Review
Completed 03/16/2018 12:53 PM
Completed 03/26/2018 12:03 PM
Office of Management and Budget
City Manager's Office
Legislative Division
City Manager's Office
Office of the City Attorney
Office of the City Attorney
City Commission
Legislative Division
Office of the Mayor
Office of the City Clerk
Legislative Division
Office of the City Attorney
Office of the City Clerk
Christopher M Rose
Carolina Aguila
Valentin J Alvarez
Nikolas Pascual
Victoria Mendez
Victoria Mendez
Nicole Ewan
Valentin J Alvarez
Mayor's Office
City Clerk's Office
Valentin J Alvarez
Victoria Mendez
City Clerk's Office
Budget Review
Assistant City Manager Review
Legislative Division Review
City Manager Review
Deputy City Attorney Review
Approved Form and Correctness
Meeting
Legislative Division Review
Signed by the Mayor
Completed
Skipped
Completed
Completed
Skipped
Completed
Completed
Completed
Completed
Signed and Attested by the City Clerk Completed
Legislative Division Review Completed
Approved Form and Correctness with Modification(s)
Rendered Completed
03/27/2018 5:31 AM
03/29/2018 10:14 AM
03/29/2018 10:53 AM
03/30/2018 2:17 PM
03/30/2018 3:28 PM
03/30/2018 3:29 PM
04/12/2018 9:00 AM
04/16/2018 2:37 PM
04/19/2018 6:22 PM
04/19/2018 6:35 PM
04/20/2018 11:21 AM
Completed
04/20/2018 11:52 AM
City of Miami
Legislation
Resolution
Enactment Number: R-18-0137
City Hall
3500 Pan American Drive
Miami, FL 33133
www.miamigov.com
File Number: 3775 Final Action Date:4/12/2018
A RESOLUTION OF THE MIAMI CITY COMMISSION, WITH ATTACHMENT(S),
ACCEPTING THE PROPOSAL RECEIVED NOVEMBER 20, 2017 PURSUANT TO
REQUEST FOR PROPOSALS NO. 727382 FROM BMG MONEY, INC., A FOREIGN
PROFIT CORPORATION, TO PROVIDE AN EMPLOYEE VOLUNTARY LOAN
PROGRAM FOR THE CITY OF MIAMI'S EMPLOYEES FOR AN INITIAL PERIOD OF
THREE (3) YEARS WITH AN OPTION TO RENEW FOR TWO (2) ADDITIONAL ONE
(1) YEAR PERIODS; AUTHORIZING THE CITY MANAGER TO EXECUTE THE
NEGOTIATED PROFESSIONAL SERVICES AGREEMENT ("PSA"), IN
SUBSTANTIALLY THE ATTACHED FORM; FURTHER AUTHORIZING THE CITY
MANAGER TO NEGOTIATE AND EXECUTE ALL OTHER DOCUMENTS, INCLUDING
ANY AMENDMENTS, RENEWALS, AND EXTENSIONS, SUBJECT TO
ALLOCATIONS, APPROPRIATIONS AND BUDGETARY APPROVAL HAVING BEEN
PREVIOUSLY MADE, AND IN COMPLIANCE WITH APPLICABLE PROVISIONS OF
THE CODE OF THE CITY OF MIAMI, FLORIDA, AS AMENDED, ("CITY CODE"),
INCLUDING, WITHOUT LIMITATION, THE CITY OF MIAMI'S PROCUREMENT
ORDINANCE, ANTI -DEFICIENCY ACT AND FINANCIAL INTEGRITY PRINCIPLES,
ALL AS SET FORTH IN CHAPTER 18 OF THE CITY CODE, IN A FORM
ACCEPTABLE TO THE CITY ATTORNEY, AND IN COMPLIANCE WITH APPLICABLE
REGULATIONS, AS MAY BE NECESSARY FOR SAID PURPOSE.
WHEREAS, on October 26, 2017, the Department of Procurement ("Procurement")
issued Request for Proposals ("RFP") No. 727382, on behalf of the Department of Risk
Management ("Risk") to secure a qualified and experienced firm for the provision of an
employee voluntary loan program ("Program") for the City of Miami's ("City") employees; and
WHEREAS, on November 20, 2017, one (1) proposal was received by the Office of the
City Clerk in response to the RFP; and
WHEREAS, on December 15, 2017 and January 12, 2018, the Evaluation Committee
("Committee") appointed by the City Manager convened to discuss and evaluate the sole
responsive proposal following the guidelines established within the RFP, and recommended
BMG Money, Inc., a foreign profit corporation ("BMG"), for negotiations; and
WHEREAS, on January 22, 2018, the City Manager concurred with the recommendation
of the Committee and authorized Procurement to enter into negotiations with BMG for a
Professional Services Agreement ("PSA") for the provision of the Program; and
WHEREAS, Procurement and a designated negotiating team have successfully
completed negotiations with BMG and have recommended to the City Manager the execution of
a PSA with BMG;
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
adopted by reference and incorporated as if fully set forth in this Section.
Section 2. The Proposal received November 20, 2017, pursuant to RFP No. 727382
from BMG, for the provision of the Program, for an initial period of three (3) years, with the
option to renew for two (2) additional one (1) year periods, is accepted.
Section 3. The City Manager is authorized' to execute the negotiated PSA, in
substantially the attached form.
Section 4. The City Manager is further authorized' to negotiate and execute all other
documents, including any amendments, renewals, and extensions, subject to allocations,
appropriations and budgetary approval having been previously made, and in compliance with
applicable provisions of the Code of the City of Miami, Florida, as amended, ("City Code"),
including, without limitation, the City of Miami's Procurement Ordinance, Anti -Deficiency Act and
Financial Integrity Principles, all as set forth in Chapter 18 of the City Code, in a form acceptable
to the City Attorney, and in compliance with applicable regulations, as may be necessary for
said purpose.
Section 5. This Resolution shall become effective immediately upon its adoption and
signature of the Mayor.2
APPROVED AS TO FORM AND CORRECTNESS:
ndez, ity kkor ey 3/30/2018
1 The herein authorization is further subject to compliance with all requirements that may be imposed by
the City Attorney, including but not limited to, those prescribed by applicable City Charter and City Code
provisions.
2 If the Mayor does not sign this Resolution, it shall become effective at the end of ten (10) calendar days
from the date it was passed and adopted. If the Mayor vetoes this Resolution, it shall become effective
immediately upon override of the veto by the City Commission.