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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.