HomeMy WebLinkAboutMemo - Manager's Approval(-ITN" OF MI \NIL FLORID.
I\TER-OFFICE 1IE\IOR.ANDC tiI
TO: Emilio T. Gonzalez DATE: January 12, 2017 FILE:
City Manager
SUBJECT: Recommendation to
Negotiate a Contract for an Employee
11 Voluntary Loan Program
FROM: Annie Perez, CPPO,
Director, Procurement Department REFERENCES: RFP No. 727382
ENCLOSURES: Evaluation Committee
Appointment Memo; Evaluation Score
Sheets
Recommendation:
Based on the findings below. the Procurement Department (Procurement) hereby recommends
approval for negotiations to award a contract, pursuant to Request for Proposals No. 727382 (RFP),
Employee Voluntary Loan Program (Program), to the apparent responsive and responsible Proposer,
BMG Money, Inc. (BMG).
Background:
On November 6, 2017, the City of Miami (City), on behalf of the Risk Administration Department
(Risk), issued RFP No. 727382 under full and open competition, to obtain proposals from qualified,
experienced firms, to provide an employee voluntary loan program. Proposers were required to meet
a!I of the minimum qualifications and other requirements established in the RFP, in order to be
deemed qualified to provide the services. On November 20, 2017, one (1) proposal was received in
response to the RFP. Subsequently, the proposal was reviewed by Procurement for responsiveness
and deemed responsive. The proposal was further evaluated by an Evaluation Committee
(Committee), comprising of City personnel and subject matter experts from outside of the City (see
attached appointment memo). The Committee evaluated the proposals following the guidelines and
technical and price criteria published in the RFP. Price proposals were scored subjectively, in
conjunction with the written proposals.
The preliminary scores are as follows:
Proposer
Technical Score Price Score
(max. 360) (max. 40)
Total Combined Score
(max. 400)
BMG Money, Inc.
289
L
25
314
The Committee decided to hold oral presentations, as further clarifications were needed on the
proposal. Pursuant to City Code, Section 18-86, the solicitation included a five percent (5%)
evaluation criteria in favor of proposers who maintain a local office as defined in Section 18-73.
Since only one firm proposed, the preference points were not applied.
The final scores after oral presentations are:
Proposer Technical Score Price Score
(max. 360) (max. 40)
BMG Money, Inc. 338 23
Total Combined Score
(max. 400)
361
PR 17401
Due diligence was conducted to determine responsibility, including verifying corporate status. There
were no performance or compliance issues. and no adverse findings related to BMG's responsibility.
Other:
One voting Committee member, Jacques Joseph, was unable to participate due to scheduling
conflicts. and was replaced by the alternate member, Mr. George Mensah.
Another voting Committee member, Ms. Sandra Elenberg, informed the City on the day of the
evaluation meeting that she was unable to attend due to illness in her family. The Committee voted to
move forward without her,
Negotiations:
The Committee recommends that the City enter into negotiations with BMG. The following individuals
will participate in the negotiations along with the assigned City Attorney:
Lydia Osborne, CPPO, Assistant Director, Procurement
Jair Espinoza, Group Benefits Manager
Eli M. Feinberg, President, EMF & Associates, Inc.
Consensus Statement:
The Committee determined that BMG has the necessary qualifications, relevant experience and
technical capacity required to meet the needs of the City and the City's employees. BMG has over six
(6) years of experience in offering fixed-rate, fixed payment employee voluntary loan programs to over
fifty-two (52) public sector employer clients, issuing over $175 million of loans to employees. BMG is
in good standing with all applicable federal, state and local authorities where it has conducted
business. BMG possesses sufficient resources and personnel to commit to the contract. BMG has
never filed for bankruptcy and is in sound financial condition. BMG has no record of civil litigation or
pending lawsuits involving criminal activities of a moral turpitude, and has not violated ethics laws,
unfair trade practices or civil theft laws, or other such laws concerning the public trust.
The City shall bear no liability. risk, or incremental cost, administratively or otherwise, from the
Program's implementation and operation. The City shall not be a guarantor or secondary liable in any
manner for the repayment of the leans, and responsibility for same shall strictly and solely be the
employee applicant and BMG.
BMG's proposed annual percentage rate will be negotiated. Consequently, as outlined in the
consensus statement resented above, the ommittee recommends BMG for negotiations.
7/ /
Copies of the score sheets tor pre- and post -orals, are attached for each Committee member, as well
as a composite sci`sheet.
� r
Approved: I Date:
Emilio T. Gonzalez, P .D.,leity Manager
cc: Fernando Casamayor, Assistant City Manager/Chief Financial Officer
Rafael Suarez -Rivas, Senior Assistant City Attorney
Ann -Marie Sharpe, Director, Risk
Lydia Osborne, Ph.D, CPPO, Assistant Director/Chief Negotiator, Procurement
r/
PR 17401 2