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HomeMy WebLinkAbout24320AGREEMENT INFORMATION AGREEMENT NUMBER 24320 NAME/TYPE OF AGREEMENT FLORIDA HOUSING COALITION, INC. DESCRIPTION EXPERT CONSULTANT AGREEMENT/SUPERIOR LOCAL GOVERNMENT PLANNING/MATTER ID: 23-87 EFFECTIVE DATE March 21, 2023 ATTESTED BY TODD B. HANNON ATTESTED DATE 3/21/2023 DATE RECEIVED FROM ISSUING DEPT. 3/21/2023 NOTE DOCUSIGN AGREEMENT BY EMAIL DocuSign Envelope ID: 044773E7-AD15-48BF-9DF9-65DB7309CBA2 AL v. CITY OF MIAMI DOCUMENT ROUTING FORM Department of Procurement ORIGINATING DEPARTMENT: DEPT. CONTACT PERSON: Aimee Gandarilla EXT. 1906 NAME OF OTHER CONTRACTUAL PARTY/ENTITY: FLORIDA HOUSING COALITION, INC. IS THIS AGREEMENT A RESULT OF A COMPETITIVE PROCUREMENT PROCESS? I TOTAL CONTRACT AMOUNT: $ FUNDING INVOLVED? r TYPE OF AGREEMENT: ❑ MANAGEMENT AGREEMENT ❑ PROFESSIONAL SERVICES AGREEMENT ❑ GRANT AGREEMENT ❑ EXPERT CONSULTANT AGREEMENT ❑ LICENSE AGREEMENT OTHER: (PLEASE SPECIFY) YES NO ES ❑ NO ❑ PUBLIC WORKS AGREEMENT ❑ MAINTENANCE AGREEMENT ❑ INTER -LOCAL AGREEMENT ❑ LEASE AGREEMENT ❑ PURCHASE OR SALE AGREEMENT PURPOSE OF ITEM (BRIEF SUMMARY): EXPERT CONSULTANT AGREEMENT WITH FLORIDA HOUSING COALITION, INC. COMMISSION APPROVAL DATE: FILE ID: ENACTMENT NO.: IF THIS DOES NOT REQUIRE COMMISSION APPROVAL, PLEASE EXPLAIN: ROUTING INFORMATION Date PLEASE PRINT AND SIGN DIRECTOR OF PROCUREMENT/CHIEF PROCUREMENT OFFICER PR23078 March 10, 2023 Annie Perez, CPPO 1 15:21:27 EST SIGNATURE: ��---etl by RISK MANAGEMENT March 10, 2023 Ann -Marie Sharpe I 15:23:03 EST ,—oobs,a.ed,Y SIGNATURE: 6•o,,t,, CITY ATTORNEY Matter 23-87 March 17, 2023 �t M rv l'Z'4196:'�9dF6T SIGNATURE: Z,e_., ASSISTANT CITY MANAGER, CHIEF FINANCIAL OFFICER March 21, 2023 Larry Spring, CPA I 09:54:05 EDT SIGNATURE: I mod. SP 1 ASSISTANT CITY MANAGER, CHIEF OF OPERATIONS Natasha Colebrook -Williams SIGNATURE: DEPUTY CITY MANAGER Nzeribe Ihekwaba, Ph.D., PE SIGNATURE: CITY MANAGER March 21, 2023 Arthur Noriega V 1 11:05:07 EDT SIGNATURE: pq,,,,, (4u^ Novi�,y CITY CLERK March 21, 2023 Hnnon ITodd 122:32a 32 EDT SIGNATURE:C PLEASE ATTACH THIS ROUTING FORM TO ALL DOCUMENTS THAT REQUIRE EXECUTION BY THE CITY MANAGER DocuSign Envelope ID: 044773E7-AD15-48BF-9DF9-65DB7309CBA2 IAFI I{�1AAT 11 I fp � City of Miami Office of the City Attorney Legal Services Request To: Office of the City Attorney From: Yadissa Calderon Contact Person Assistant Director Title 3/10/2023 Date: Procurement Requesting Client (305) 416-1907 Telephone Legal Service Requested: Matter 23-87 EXPERT CONSULTANT AGREEMENT WITH FLORIDA HOUSING COALITION, INC. Complete form and forward to the Office of the City Attorney or e-mail to Legal Services. Do not assume that the Office of the City Attorney knows the background of the question and/or issue, such as opinions on the same or similar issues, the existence of relevant memos, correspondence, etc. Please attach to this form and/or e-mail all pertinent information relating to the subject. Once your request has been assigned, an e-mail will be sent to you with the Assigned Attorney's name and the issued matter identification number. All attorneys in the Office of the City Attorney shall fully comply with the Rules Regulating the Florida Bar. For Legal Services requesting an opinion from the Office of the City Attorney: nlssue opinion in writing. Publish opinion after issuance. Authorized by: Annie Perez Date response requested by: BELOW PORTION TO BE COMPLETED BY THE OFFICE OF THE CITY ATTORNEY Assigned Attorney: Date: File No. Approved by: Ultimate Client: Comments: D / R Date: Copy returned to Requesting Client Type: Matrix: Category: Copy to Ultimate Client rev. 04/14/2017 DocuSign Envelope ID: 044773E7-AD15-48BF-9DF9-65DB7309CBA2 EXPERT CONSULTANT AGREEMENT BETWEEN THE CITY OF MIAMI, FLORIDA AND THE FLORIDA HOUSING COALITION, INC. THIS AGREEMENT ("Agreement") is made and entered into this 21stday of March , 2023, effective upon signature ("Effective Date"), by and between the City of Miami, Florida, a municipal corporation of the State of Florida ("City"), whose address is 444 S.W. 2nd Avenue, Miami, Florida 33130, and the Florida Housing Coalition, Inc., a Florida not for profit corporation ("Expert Consultant" or "FHC"), whose address is 1311 N. Paul Russell Road, Suite No. B-201, Tallahassee, FL 32301. WITNESSETH: WHEREAS, the City, from time to time, retains individuals acting as independent contractors on a contractual basis for a specific term to perform certain specialized and defined tasks for the City and which tasks, by their nature, require independent and autonomous judgment; and WHEREAS, the City must retain the professional services of the Expert Consultant to provide the City's Department of Housing & Community Development ("HCD") with the Scope of Services defined in Exhibit "A", attached and incorporated ("Services"); and WHEREAS, the City, through the City Manager's Office, has deemed the Expert Consultant qualified in accordance with Sections 18-72,18-73, and 18-116 of the Code of the City of Miami, Florida, as amended ("City Code"), and the Expert Consultant agrees to perform the Services as defined and described herein; NOW, THEREFORE, pursuant to Sections 18-72, 18-73, and 18-116 of the City Code, in consideration of the mutual obligations expressed herein and for other good and valuable consideration, the receipt and sufficiency of which are acknowledged by the parties, the City and the Expert Consultant agree as follows: Section 1. Recitals and Incorporations. The foregoing recitals are true and correct and are hereby incorporated into and made a part of this Agreement. Section 2. Scope of Services. Pursuant to the City Code, the City Manager may retain an Expert Consultant and assign the same to a City Department. The Expert Consultant identified above will be assigned to assist HCD, or its designee, and shall perform the Services outlined in Exhibit "A", attached and incorporated. The Expert Consultant represents to the City that the Expert Consultant is now, upon execution of this Agreement, and shall at all times during the term of this Agreement remain, fully qualified, competent, and capable to perform the Services under this Agreement. Section 3. Remuneration, Audit and Inspection. A. The Expert Consultant shall receive compensation in the amount and manner as specified in Exhibit "B". Even if there is, at the discretion of the City, an Amendment to increase the renumeration, in no event shall the total of remuneration for all Services exceed One Hundred Twenty Five Thousand Dollars ($125,000.00) per year. The City, in its best interest, reserves the right to request additional Page 1 of 19 DocuSign Envelope ID: 044773E7-AD15-48BF-9DF9-65DB7309CBA2 related services to be provided by the Expert Consultant. Any additional services in excess of those described in Exhibit "A" shall be negotiated and pre -approved in writing by the City Manager or designee prior to the services being rendered. The Expert Consultant will provide a detailed invoice listing daily work for any billing period and will also report the number of hours worked and tasks completed as enumerated in Exhibit "A" during that period. B. The Expert Consultant shall not be entitled to any employment emoluments and, as such, the Expert Consultant shall be required to complete Internal Revenue Services ("IRS") Form W-9 prior to execution of this Agreement. Further, the Expert Consultant expressly acknowledges that the Expert Consultant shall not acquire status, benefits, or rights as a City employee, temporary or permanent, classified or unclassified, by virtue of this Agreement. The Expert Consultant shall provide the City Manager with the completed IRS Form W-9 at the time of execution of the Agreement. C. Unless otherwise specifically provided in Exhibit "A", pursuant to the Florida Prompt Payment Act, payment will be made within forty-five (45) days after receipt of the Expert Consultant's invoice, which shall be accompanied by sufficient supporting documentation and contain sufficient detail to allow proper audit of expenditures should the City require one to be performed. D. The City may, at all reasonable times and for a period of up to three (3) years following the date of final payment by the City to the Expert Consultant under the Agreement, audit, cause to be audited, inspect, or cause to be inspected those books and records of the Expert Consultant which are related to the Expert Consultant's performance under the Agreement. The Expert Consultant agrees to maintain such books and records at a location within the City for a period of three (3) years after final payment is made under the Agreement. Section 4. Term. The Agreement shall become effective as of the Effective Date as defined on its first page and shall be for the duration of one (1) year with two (2) one (1) year options to renew at the City's sole discretion. The City, acting by and through the City Manager, shall have the option to extend or terminate the Agreement for convenience. Section 5. Termination. This Agreement may be terminated at any time by either party, with or without cause. In the event of termination of this Agreement for any reason with or without cause, the Expert Consultant shall not have recourse to any City Grievance or Disciplinary Procedure. In the event of termination, the Expert Consultant will be compensated for actual Services rendered up to and including the date of termination. Expert Consultant agrees that other than payment of compensation due pursuant to the terms of this Agreement, Expert Consultant shall not be entitled to claim any lost profits, special, or general damages against the City. Section 6. Relationship Between Parties. A. The Expert Consultant, under the terms and conditions of this Agreement, is an independent contractor and not a City employee. As the Expert Consultant is an independent contractor, the Expert Consultant shall not be entitled to any employment emoluments. Access and use of City property shall be at the sole discretion of the City Manager. The Expert Consultant acknowledges that such access to and use of City property does not alter the Expert Consultant's status as an independent contractor. Page 2 of 19 DocuSign Envelope ID: 044773E7-AD15-48BF-9DF9-65DB7309CBA2 B. Other than as legally required by the Expert Consultant in rendering his professional opinion, all other documents, information, materials, reports, and work product developed by the Expert Consultant in performing the Services pursuant to this Agreement are, and shall remain, the property of the City. The Expert Consultant understands and agrees that any information, documents, reports, materials, work product, or any other materials whatsoever which is given by the City to the Expert Consultant, or which is otherwise obtained or prepared by the Expert Consultant pursuant to or under the terms of this Agreement, is and shall at all times remain the property of the City. The Expert Consultant agrees not to use any such information, document, report, work product, or material for any other purpose whatsoever without the prior written consent of the City, which may be withheld or conditioned by the City in the City's sole discretion. C. The Expert Consultant shall work with the City to develop and undertake the schedule necessary to provide the Services as needed by the City. The Expert Consultant acknowledges that working with the City to provide necessary scheduling for the Services does not alter the Expert Consultant's status as an independent contractor and the Expert Consultant acknowledges and understands that compensation payment for time is based upon the standards required by the IRS for payments to an independent contractor. Section 7. Indemnification. The Expert Consultant shall indemnify, save and hold harmless, and defend (at its own cost and expense), the City, its officers, agents, directors, employees, and instrumentalities from all liabilities, damages, losses, judgements, and costs, including, but not limited to, reasonable attorneys' fees, to the extent caused by the negligence, recklessness, negligent act or omission, or intentional wrongful misconduct of the Expert Consultant and persons employed or utilized by the Expert Consultant in the performance of this Agreement. In the event that any action or proceeding is brought against the City by reason of any such claim or demand, the Expert Consultant shall, upon written notice from the City, resist and defend such action or proceeding by counsel satisfactory to the City. The Expert Consultant expressly understands and agrees that any insurance protection required by this Agreement or otherwise provided by the Expert Consultant shall in no way limit the responsibility to indemnify, save and hold harmless, and defend (at its own cost and expense), the City, its officers, agents, directors, employees, and instrumentalities as herein provided. The indemnification provided above shall obligate the Expert Consultant to defend, at its own cost and expense, to and through trial, administrative, appellate, supplemental or bankruptcy proceeding, or to provide for such defense, at the City's option, any and all claims of liability and all suits and actions of every name and description which may be brought against the City, whether performed by the Expert Consultant or persons employed or utilized by the Expert Consultant. These duties described in this Section will survive the cancellation or expiration of the Agreement. This Section will be interpreted under the laws of the State of Florida, including without limitation and interpretation, Sections 725.06 and/or 725.08, Florida Statutes, as applicable and as amended. The Expert Consultant shall require all sub -consultant agreements to include a provision that each sub - consultant will indemnify the City in substantially the same language as this Section. The Expert Consultant agrees and recognizes that the City shall not be held liable or responsible for any claims which may result from any actions or omissions of the Expert Consultant in which the City participated either through review or concurrence of the Expert Consultant's actions. In reviewing, approving, or Page 3 of 19 DocuSign Envelope ID: 044773E7-AD15-48BF-9DF9-65DB7309CBA2 rejecting any submissions by the Expert Consultant or other acts of the Expert Consultant, the City, in no way, assumes or shares any responsibility or liability of the Expert Consultant or sub -consultant under this Agreement. Ten Dollars ($10.00) of the payments made by the City constitute separate, distinct, and independent consideration for the granting of this Indemnification, the receipt and sufficiency of which is voluntarily and knowingly acknowledged by the Expert Consultant. Section 8. Insurance. The Expert Consultant fully understands and hereby agrees that it shall be the responsibility of the Expert Consultant to secure its own insurance coverage, as applicable insurance will not be paid by the City on behalf of the Expert Consultant while performing the Services. The Expert Consultant shall maintain insurance coverage and provide evidence of such insurance coverage in such amounts as may be required by the City's Risk Management Department in Composite Exhibit "C", including the Insurance Requirements and the W-9, all attached and incorporated. Section 9. Nondiscrimination. The Expert Consultant represents and warrants to the City that the Expert Consultant does not and will not engage in discriminatory practices and that there shall be no discrimination in connection with the Expert Consultant's performance under this Agreement on account of race, age, religion, color, gender, gender identity, sexual orientation, national origin, marital status, physical or mental disability, political affiliation, or any other factor. The Expert Consultant further covenants that no otherwise qualified individual shall, solely by reason of their race, age, religion, color, gender, gender identity, sexual orientation, national origin, marital status, physical or mental disability, political affiliation, or any other factor be excluded from participation in, be denied services, or be subject to discrimination under any provision of this Agreement. Section 10. Non -Assignment, Successors, and Assigns. The Expert Consultant's Services are unique in nature and are not assignable. Section 11. Ownership of Documents. The Expert Consultant understands and agrees that any information, document, report, plan, budget, or any other material whatsoever which is given by the City or on behalf of the City to the Expert Consultant pursuant to or under the terms of this Agreement is, and shall at all times remain, the property of the City. The Expert Consultant agrees not to use any such information, document, report, plan, budget, or any other materials without the prior written consent of the City, which consent may be withheld or conditioned by the City as the owner thereof. Section 12. Public Records. A. The Expert Consultant understands that the public shall have access, at all reasonable times, to all documents and information pertaining to City Agreements, subject to the provisions of Chapter 119, Florida Statutes, and agrees to allow access by the City and the public to all documents subject to disclosure under all applicable laws. The Expert Consultant's failure or refusal to comply with the provisions of this Section shall result in the immediate cancellation of this Agreement by the City and any potential penalties authorized by Chapter 119, Florida Statutes. B. The Expert Consultant shall additionally comply with Section 119.0701, Florida Statutes, including without limitation: (1) keeping and maintaining public records that ordinarily and necessarily would be required of the City to perform this Service; (2) upon request from the City's custodian of public records, Page 4 of 19 DocuSign Envelope ID: 044773E7-AD15-48BF-9DF9-65DB7309CBA2 provide the City with a copy of the requested records or allow the records to be inspected or copied within a reasonable time at a cost that does not exceed the cost provided in Chapter 119, Florida Statutes, or as otherwise provided by law; (3) ensure that public records that are exempt or confidential and exempt from public records disclosure requirements are not disclosed except as authorized by law for the duration of the Agreement's term and following completion of the same, if the Expert Consultant does not transfer the records to the City; and (4) upon completion of the Agreement, transfer, at no cost to the City, all public records in possession of the Expert Consultant or keep and maintain public records required by the City to perform the Services. If the Expert Consultant transfers all public records to the City upon completion of the Agreement, the Expert Consultant shall destroy any duplicate public records that are exempt or confidential and exempt from public records disclosure requirements. If the Expert Consultant keeps and maintains the public records upon completion of the Agreement, the Expert Consultant shall meet all applicable requirements for retaining public records. All records stored electronically must be provided to the City, upon request from the City's custodian of public records, in a format that is compatible with the information technology systems of the City. Notwithstanding the foregoing, the Expert Consultant shall be permitted to retain any public records that make up part of its work product solely as required for archival purposes, as required by law, or to evidence compliance with the terms of the Agreement. C. Should the Expert Consultant determine to dispute any public access provision required by Florida Statutes, the Expert Consultant shall do so in accordance with the provisions of Chapter 119, Florida Statutes, at its own expense and at no cost to the City. IF THE EXPERT CONSULTANT HAS QUESTIONS REGARDING THE APPLICATION OF CHAPTER 119, FLORIDA STATUTES, TO THE EXPERT CONSULTANT'S DUTY TO PROVIDE PUBLIC RECORDS RELATING TO THIS AGREEMENT, THE EXPERT CONSULTANT MUST CONTACT THE CUSTODIAN OF PUBLIC RECORDS AT (305) 416-1800, VIA ELECTRONIC MAIL AT PUBLICRECORDSAMIAMIGOV.COM, OR VIA REGULAR MAIL AT CITY OF MIAMI, OFFICE OF THE CITY ATTORNEY, 444 S.W. 2ND AVENUE, 9TH FLOOR, MIAMI, FLORIDA 33130. THE EXPERT CONSULTANT MAY ALSO CONTACT THE RECORDS CUSTODIAN AT THE CITY DEPARTMENT WHO IS ADMINISTERING THIS AGREEMENT. Section 13. Award of Agreement. The Expert Consultant represents and warrants to the City that the Expert Consultant has not employed or retained any person or company employed by the City to solicit or secure this Agreement and that it has not offered to pay, paid, or agreed to pay any person any fee, commission, percentage, brokerage fee, finder's fee, or gift of any kind contingent upon or in connection with the award of this Agreement. Section 14. Compliance with Federal, State, and Local Laws. The Expert Consultant understands that agreements between private entities and local governments are subject to certain laws and regulations, including laws pertaining to open public meetings, public records, conflicts of interest, procurement procedures, record keeping, etc. The Expert Consultant agrees to comply with and to observe all applicable laws, codes, and ordinances, as they may be amended from time to time. Section 15. Notices. All notices or other communications required under this Agreement shall be in writing and shall be given by hand -delivery or by registered, certified U.S. Mail, return receipt requested, addressed to the other party at the address indicated herein or to such other address as a party may designate by notice given, as herein provided. Notice shall be deemed given on the day on which Page 5 of 19 DocuSign Envelope ID: 044773E7-AD15-48BF-9DF9-65DB7309CBA2 personally delivered; or if by U.S. Mail, on the fifth (5th) day after being posted or the date of actual receipt, whichever is earlier. To Expert Consultant: Florida Housing Coalition, Inc. c/o Mr. Ashon Nesbitt 1311 N. Paul Russell Road, Suite No. B-201 Tallahassee, FL 32301 nesbitt©flhousinq.org To the City: City Manager's Office ATTN: Arthur Noriega V, City Manager City of Miami 444 S.W. 2nd Avenue, 10th Floor Miami, Florida 33130 Department of Housing & Community Development ATTN: George Mensah, Director City of Miami ONE Flagler Building 14 N.E. 1st Avenue, 2nd Floor Miami, Florida 33132 Procurement Department ATTN: Annie Perez, CPPO, Director City of Miami 444 S.W. 2nd Avenue, 6th Floor Miami, Florida 33130 Office of the City Attorney ATTN: Victoria Mendez, City Attorney City of Miami 444 S.W. 2nd Avenue, Suite 945 Miami, Florida 33130 Section 16. Contingency Clause. Funding for this Agreement is contingent upon the availability of funds and continued authorization of City activities and the Agreement is subject to (a) an amendment due to lack of funds, reduction of funds, and/or change in regulations or the Code, upon written notice, or (b) termination pursuant to Section 5 hereof. Section 17. Miscellaneous. A. The Agreement shall be construed and enforced according to the laws of the State of Florida. The parties hereto agree that venue for all federal, state, and local matters, if any, arising under the Agreement shall be in the applicable respective federal, state, and/or local courts located in Miami -Dade County, Florida. Each party waives any defense, whether asserted by motion or pleading, that the aforementioned courts are an improper or inconvenient venue. Moreover, the parties consent to the personal jurisdiction of the aforementioned courts and irrevocably waive any objections to said Page 6 of 19 DocuSign Envelope ID: 044773E7-AD15-48BF-9DF9-65DB7309CBA2 jurisdiction. The parties irrevocably waive any rights to a jury trial. Each party shall pay its own costs and attorneys' fees. B. Should any provision, paragraph, sentence, word, or phrase contained in the Agreement be determined by a court of competent jurisdiction to be invalid, illegal, or otherwise unenforceable under the laws of the State of Florida or the City, such provision, paragraph, sentence, word, or phrase shall be deemed modified to the extent necessary in order to conform with such laws, or if not modifiable, then the same shall be deemed severable, and in either event, the remaining terms and provisions of the Agreement shall remain unmodified and in full force and effect. C. No waiver or breach of any provision of the Agreement shall constitute a waiver of any other breach or of any subsequent breach of the same or any other provision hereof and no waiver shall be effective unless made in writing. D. The Agreement constitutes the sole and entire agreement between the parties hereto relating to the subject matter hereof and correctly sets forth the rights, duties, and obligations of each to the other as of its date. Any prior agreements, promises, negotiations, or representations not expressly set forth in the Agreement, including the Exhibits hereto, are of no force and effect. No modification to, supplement of, deletion from, amendment, or addition to the Agreement shall be valid unless in writing and executed by the properly authorized representatives of the parties hereto. Section 18. Survival. The parties acknowledge that the obligations in this Agreement will survive the term, termination, and cancellation hereof. Accordingly, the respective obligations of the Expert Consultant and the City under this Agreement shall survive termination, cancellation, or expiration hereof. Section 19. Counterparts; Electronic Signatures. This Agreement may be executed in counterparts, each of which shall be an original as against either party whose signature appears thereon, but all of which taken together shall constitute but one and the same instrument. An executed facsimile or electronic scanned copy of this Agreement shall have the same force and effect as an original. The parties shall be entitled to sign and transmit an electronic signature on this Agreement (whether by facsimile, PDF, or other email transmission), which signature shall be binding on the party whose name is contained therein. Any party providing an electronic signature agrees to promptly execute and deliver to the other parties an original signed Agreement upon request. Page 7 of 19 DocuSign Envelope ID: 044773E7-AD15-48BF-9DF9-65DB7309CBA2 IN WITNESS WHEREOF, the parties hereto have executed this Agreement on the day and year first above written. ATTEST: By: "Expert Consultant" or "FHC" FLORIDA HOUSING COALITION, INC., a Florida not for profit corporation _ L )1. `��' By: Name: To in t i-+ 1 v vcI f Name: Ashon J. Nesbitt Title: C° r►- rre n ce "a rip ✓- ATTEST: By: Todd Hannon City Clerk APPROVED AS TO FORM AND Title: Chief Executive Officer "City" CITY OF MIAMI, DocuSigned ,Florida municipal corporation By: arfl4,ur r�vL Arthur Noriega V City Manager APPROVED AS TO INSURANCE CORRECTNESS: REQUIREMENTS: PI/Ds r—D4.Slgned 4 By: Z° Victoria Mendez (Matter 23-87) City Attorney Bv: rw4 l owvy Ann -Marie Sharpe Risk Management Director Page 8 of 19 DocuSign Envelope ID: 044773E7-AD15-48BF-9DF9-65DB7309CBA2 Exhibit "A" SCOPE OF SERVICES AND COMPENSATION SCHEDULE 3.1 STATEMENT OF OUR APPROACH At the FHC, they recognize the necessity of superior local government planning. In order to address a wide range of pressing issues facing communities across Florida, local jurisdictions must maximize their return on investment. It is only through effective planning and efficient deployment of resources that local governments can ensure all residents enjoy a rewarding, secure and productive future. This belief in planning forms the core of their approach to every engagement. While they always meet basic Federal requirements, they also make sure the signature characteristics of superior planning — robust citizen and stakeholder input, identification of evidence -based needs, tracking of valid outcome measures — are brought to bear for all their clients. The FHC firmly believes that the preparation of HUD documents should go beyond meeting obligatory federal requirements and should be produced in a manner to be used community wide when planning and implementing housing and community development initiatives. When done correctly, the Consolidated Plan and Analysis of Impediments should be looked to as primary data resources for affordable housing efforts and will support interagency collaboration, coordination of community goals, and consistency in the production of housing plans. The FHC offers a depth of knowledge in the successful coordination and delivery of the products requested in this RFQ. The team's planning process ensures a thorough identification of the populations to be studied and the needs to be addressed. They continue to broaden their outreach efforts to conduct meaningful needs assessment activities. They work to build on the strengths and collaborations already existing in the community to avoid duplication of services and reduce the cost associated with any proposed solutions. Extensive experience working with HUD Community Planning and Development (CPD) has equipped their consultants with the tools needed to expertly gather and analyze data. These processes allow for thorough, detailed final products for their clients. Their tenured consultants know the full extent of actions and documentation necessary to enhance Consolidated Planning efforts. 3.2 WORK PLAN 3.2.1 Consultation and Citizen Participation The FHC offers robust citizen participation and utilizes current technology to meet the increasing demand for a virtual presence. The FHC recognizes that community outreach has changed, particularly since the pandemic, and now provides progressive outreach methods to maximize citizen participation. a. The FHC carries out all engagement efforts with inclusive intentions. To ensure participation by underserved populations, specifically individuals with disabilities, the Consultant Team will utilize the Online Suite for Effectively Engaging Individuals with Disabilities in Consolidated Planning, hosted on the FHC's Elevate platform. The Online Page 9 of 19 DocuSign Envelope ID: 044773E7-AD15-48BF-9DF9-65DB7309CBA2 Suite houses accessible consolidated planning checklists, forms, and templates for use during the consolidated plan and Al process to ensure inclusive planning. b. The Consultant Team will facilitate up to three (3) virtual/onsite community stakeholder meetings in addition to generating meaningful public input via targeted stakeholder interviews and direct agency consultation. c. The FHC also provides a unique virtual experience through our FHC Connect platform. FHC Connect is an all -in -one community engagement platform offering a set of comprehensive tools and widgets to collect stakeholder input and data. Through this platform the City will have a webpage dedicated to their project that features multiple ways to engage in one convenient location. The platform has proven to increase citizen participation and significantly streamline the consultation process. Working with the City's Communications Department to ensure compliance with branding requirements, the FHC quickly builds out the project page and launches community engagement efforts. Available features include: FHC Connect (-OD A virtual experience offering multiple ways to maximize community engagement, promoting better results. Peer -to -Peer Participants can engage with each other. Engagement Tools Regulated Participants voice opinions in a guided way. Polls Surveys Individualized Contributions are made from an individual perspective. Stories Guest Book Questions d. In accordance with public notification requirements, the Consultant Team will assist the City with preparing public notices and meeting announcements that will be published in newspapers of general circulation as well as posted on the City's website, at libraries, other government offices, and public places. The Consultant Team will prepare Page 10 of 19 DocuSign Envelope ID: 044773E7-AD15-48BF-9DF9-65DB7309CBA2 materials for City staff to participate in one public hearing with City Commission including a public hearing notice and presentation. e. Meetings may be virtual or on site and will be determined between the City and the FHC prior to contract execution. The FHC will comply with all social distancing requirements and their internal COVID policy when determining attendance at on -site meetings. (Please Note: Their proposed fee schedule is based on the City providing the legally required advertising of the public meetings and other required postings, procuring or arranging ADA-compliant space for the meetings, and assisting with public outreach.) 3.2.2 Five -Year Consolidated Plan and Annual Action Plan The Consultant Team will prepare the 2024-2029 Consolidated Plan and 2024-2025 Annual Action Plan according to the requirements of 24 CFR Part 91 and eCon Planning Suite guidelines. The Consultant Team will partner with the City in the identification, development, scheduling, and implementation of activities designed to complete a HUD acceptable Consolidated Plan and Action Plan. The Scope of Work for this task will be as follows: 1. Develop a Five -Year Consolidated Plan according to HUD's specified process: a. Executive Summary and Process: As an introduction to the Consolidated Plan, the Consultant Team will detail the required content of the Executive Summary to include a summary of the objectives and outcomes identified in the needs assessment overview, evaluation of past performance, a summary of the citizen participation and consultation process, and a summary of public comments. In addition, the Consultant Team will identify the lead agency, detail community outreach and methods used, provide dates of community meetings and public hearings, summarize coordinating efforts, and acknowledge participants. b. Needs Assessment and Market Analysis: Determining Needs: The Consultant Team will prepare narratives, data tables, and maps for the Needs Assessment (NA) and Market Analysis (MA) sections of the Consolidated Plan. Variables to be considered include, but are not limited to: • Household demographics (household size and composition, race and ethnicity, income category); • Details on housing stock, including tenure, age, price, number of units in structure, vacancy rates, and lead -based paint hazards; • Income trends and demographic breakdown; • Poverty trends and demographic breakdown; • Substandard housing issues (overcrowding, cost burden, incomplete kitchen or plumbing facilities) by demographic; Page 11 of 19 DocuSign Envelope ID: 044773E7-AD15-48BF-9DF9-65DB7309CBA2 • Public housing data, including number of Housing Choice Vouchers, project -based vouchers, Veterans Supportive Housing (HUD-VASH) vouchers, demographics of beneficiaries, household income and source, and number of households on waiting lists for accessible and non -accessible units; • Homeless data, including number of persons experiencing homelessness (sheltered, unsheltered, chronic) on a given night and each year, number of days of experiencing homelessness per year, number of people entering and exiting homelessness each year, number of year-round and seasonal shelter beds, and number of transitional housing and permanent supportive housing beds (This data will be further broken down by demographic, HIV/AIDS diagnoses and veteran status.); • Data on non -homeless special needs populations, including elderly, people with HIV/AIDS, people with substance abuse disorders, and people with disabilities; • Data on non -housing community development needs and assets, including infrastructure, community facilities (including facilities for people with special needs), transportation, business and employment dynamics, commute times, and educational attainment among the workforce; and, • Community development needs including housing, neighborhood development, and economic development. c. Strategic Plan: Setting Priorities: The Consultant Team will assist with determining priority needs, based on the data and other information gathered from the Needs Assessment, Market Analysis, and citizen participation. Determining Resources: The Consultant Team will work with City staff to quantify the Anticipated Resources (including CDBG and HOME and other public and private resources leveraged by HUD funds) and assess the Institutional Delivery Structure for investing these resources in housing and community development. Setting Goals: The Consultant Team will assist City staff in developing goals for each identified Priority Need, taking into account the strengths and limitations of the Institutional Delivery Structure. The Team and City staff will follow the recommendations of the Consolidated Plan in IDIS Desk Guide in developing goals that are specific, measurable, action -oriented, realistic, and time -bound. 2. Develop the First -Year Action Plan: The Consultant Team will develop the 2024-2025 Action Plan, based upon the information gathered for the Five -Year Consolidated Plan. As outlined in 24 CFR 91.220, the Action Plan will include, but not be limited to, the following components: a. Annual Goals and Objectives: this component will briefly summarize each goal, identifying the priority needs that it addresses, the geographic area to be served, and the funding amount and outcome indicators. Page 12 of 19 DocuSign Envelope ID: 044773E7-AD15-48BF-9DF9-65DB7309CBA2 b. Projects: this component will identify and describe specific projects to be funded during the program year and will explain the basis for identifying priorities and allocating funding. c. Geographic Distribution: this component will identify the locations of specific projects and will explain the basis for selecting projects in various geographic areas of the City. d. Affordable Housing: this component will provide numerical targets for affordable housing activities, including construction, acquisition, and rehabilitation of rental and ownership housing; assistance to households that are homeless or at risk of homelessness; assistance to special needs households; and direct assistance to homebuyers. e. Public Housing: this component will describe how the local Housing Authority will address the needs of public housing residents, encourage their involvement, and promote self-sufficiency and homeownership. f. Homeless and Other Special Needs Activities: this component will describe specific actions that the City and its partners will undertake to reduce and prevent homelessness and serve special needs populations. g. Barriers to Affordable Housing: this component will identify regulatory, financial, land use, and knowledge barriers to affordable housing access for low- and moderate - income households and propose remedies to these barriers. The Consultant Team will incorporate information from the Analysis of Impediments. h. Other Actions: this component will address other actions to be taken during the program year such as addressing lead -based paint hazards, reducing the number of families in poverty, improving the institutional structure for service delivery, and enhancing coordination between public and private housing and social service agencies. i. Program -Specific Requirements: this component will describe the City's policies and procedures for fulfilling specific requirements of the CDBG and HOME programs. 3.2.3 Analysis of Impediments to Fair Housing Choice (Al) The FHC will prepare the Analysis of Impediments according to the requirements of the HUD Fair Housing Planning Guide, Volume 1 and/or any new Affirmatively Furthering Fair Housing rule requirements introduced by HUD applicable to the City and will develop a hybrid document to include key elements previously required under the Assessment of Fair Housing Rule. The hybrid approach provides a more comprehensive analysis of fair housing within the community. The Consultant Team will use information gathered from the review of existing plans and documents, HUD -provided data and maps, information gathered through the community participation process, and local data and knowledge from City staff and community stakeholders to assess fair housing issues in the City. The scope of work will be as follows: 1. Assemble Fair Housing Information: Page 13 of 19 DocuSign Envelope ID: 044773E7-AD15-48BF-9DF9-65DB7309CBA2 The Consultant Team will identify and collect the information needed to conduct an Analysis of Impediments including data on: a. Public policies, practices, and procedures involving housing and housing -related activities; b. Zoning and land use policies, tax assessment/abatement practices; c. The nature and extent of fair housing complaints; d. Demographic patterns; e. Home Mortgage Disclosure Act (HMDA) data; f. Testing results; and g. Patterns of occupancy in Section 8, public and assisted housing, and private rental housing. 2. Develop the Analysis of Impediments: The Consultant Team will prepare narratives and maps to identify and analyze the fair housing issues impacting protected class members in the City. A wide array of issues will be examined in order to identify and address impediments to fair housing choice. The fair housing issues include, among others: a. Local and regional segregation and integration patterns and trends based on race, color, religion, sex, familial status, national origin, and disability within the city (levels of segregation, identification of areas with high segregation, location of owner - occupied housing in relation to segregation patterns, and discussion of trends, policies, or practices that could lead to higher levels of segregation). b. Racially or ethnically concentrated areas of poverty (R/ECAPs) within the City (identification of R/ECAPs, identification of protected classes disproportionately residing in R/ECAPs, and identification of trends). c. Disparities in access to opportunity for any protected classes within the City (exposure to various opportunity indicators including education, employment, transportation, low poverty exposure, environmentally healthy neighborhoods, and geographic disparities in access to opportunity). e. Disproportionate housing needs for any protected classes within the City (disproportionate housing needs by protected class groups, identification of areas experiencing the greatest housing burdens, identification of needs of families with children related to the available housing stock, and differences in rates of renter and owner -occupied housing by race/ethnicity). 3.2.4 Integrated Disbursement and Information System (IDIS) Input The Consultant Team will enter the Consolidated Plan, Annual Action, and all related maps or attachments into the IDIS Consolidated Plan Template (eCon Planning Suite). This is also where the plans will be submitted to HUD. Revisions as requested by HUD will be made and the contract will not conclude until HUD approval. 3.2.5 Closing the Gap Equity Profile The FHC Center for Racial Equity is the manifestation of an organizational commitment to advance racial equity in Florida. The Center for Racial Equity serves as a composite platform for Page 14 of 19 DocuSign Envelope ID: 044773E7-AD15-48BF-9DF9-65DB7309CBA2 the FHC's efforts focused on race and equity in the public and private investments, regulations, and legal and policy frameworks that shape Florida's neighborhoods, cities, and regions. The FHC encourages local governments to commit to racial equity in housing by embarking in a comprehensive, systems -change effort towards closing the racial gap in homeownership. This work involves developing an Equity Profile to identify historical patterns of discrimination and present strategies for furthering racial equity efforts. The Consultant Team will develop an Equity Profile, to be incorporated into the Consolidated Plan and Analysis of Impediments, which includes the following components: a. History of Iniustice: Investigates the written and oral history of the City's racial homeownership gap to identify key points providing insight into the inequality that exists today. b. Legacy of Inequality: Provides an analysis of available data related to causing gaps in Black homeownership including homeownership rates, income, cost burden, credit profiles, lending practices, housing market, land use & zoning, federal, state, and local policies, heirs' properties, redlining and segregation maps. c. Strategies for success: Trends revealed will inform the selection of high impact strategies to be implemented to close the racial gap in homeownership. Strategies will be evidence -based and will provide actionable steps for leading with equity. 3.3 SCHEDULE OF MILESTONES The schedule outlined below is estimated based on receiving a fully executed contract by February 2023. The final schedule of milestones will be discussed and agreed upon by the City and FHC prior to contract execution. Any modifications will be discussed and agreed to by both parties. Schedule Consultation and Citizen Participation February — April 2023 Conduct Research and Analysis (Con Plan and Al) May — June 2023 Develop Needs Assessment & Market Analysis (Con Plan) July —August 2023 Develop Analysis of Impediments (Al) September 2023 — March 2024 Develop Strategic Plan (Con Plan) January 2024 Develop Annual Action Plan February 2024 Page 15 of 19 DocuSign Envelope ID: 044773E7-AD15-48BF-9DF9-65DB7309CBA2 Draft Consolidated Plan/Annual Action Plan/AI Ready for Review March 2024 City Review Period (Con Plan/Action Plan/AI) March 2024 FHC Revision Period (Con Plan/Action Plan/AI) April 2024 30-Day Public Comment Period (Con Plan and Action Plan) May 2024 Commission Adoption June 2024 Submit Consolidated Plan and Action Plan to HUD July 15, 2024 Page 16 of 19 DocuSign Envelope ID: 044773E7-AD15-48BF-9DF9-65DB7309CBA2 Exhibit "B" PAYMENT SCHEDULE Having conducted numerous Consolidated Plans, Action Plans, and Analyses of Impediments, FHC is confident that they have developed a comprehensive and reasonable compensation schedule. In an effort to provide a clear accounting of cost, FHC will provide a total for key tasks and have provided a combined fee schedule for all deliverables. The FHC proposes to carry out the project on a time and materials basis at a rate of $175.00/hour. The amount proposed is pursuant to the scope of work stated in their response. Five -Year Consolidated Plan, Annual Action Plan, TASKS Analysis HOURS 30 of Impediments COST Consultation and Citizen Participation $ 5,250.00 Consolidated Plan and Annual Action Plan 205 $ 35,875.00 I. Executive Summary and Process 15 $ 2,625.00 II. Needs Assessment and Market Analysis 65 $ 11,375.00 III. Strategic Plan 45 $ 7,875.00 IV. Annual Action Plan 60 $ 10,500.00 V. I DI S Data Entry 20 $ 3,500.00 Analysis of Impediments 195 $ 34,125.00 Total Budget (Con Plan, Action Plan, Al) 430 $ 75,250.00 Equity Profile 40 $ 7,000.00 Total Budget w/ Equity Profile 470 $ 82,250.00 Page 17 of 19 DocuSign Envelope ID: 044773E7-AD15-48BF-9DF9-65DB7309CBA2 EXHIBIT "C" INSURANCE REQUIREMENTS -PROFESSIONAL SERVICES AGREEMENT FLORIDA HOUSING COALITION I. Commercial General Liability A. Limits of Liability Bodily Injury and Property Damage Liability Each Occurrence $1,000,000 General Aggregate Limit $ 2,000,000 Personal and Adv. Injury $ 1,000,000 Products/Completed Operations $ 1,000,000 B. Endorsements Required City of Miami listed as additional insured Contingent & Contractual Liability Premises and Operations Liability Primary Insurance Clause Endorsement 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 $ 1,000,000 B. Endorsements Required City of Miami listed as an additional insured DocuSign Envelope ID: 044773E7-AD15-48BF-9DF9-65DB7309CBA2 III. Worker's Compensation Limits of Liability Statutory -State of Florida Waiver of Subrogation 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 IV. Professional Liability/Errors and Omissions Coverage Combined Single Limit Each Claim $1,000,000 General Aggregate Limit $1,000,000 Retro Date Included V Network Security and Privacy Injury (Cyber Liability) Each Claim $1,000,000 Policy Aggregate $1,000,000 Retro Date Included Consultant agrees to maintain professional liability/Errors & Omissions coverage, along with Network Security and Privacy Injury (Cyber) coverage, if applicable, for a minimum of 1 year after termination of the contract period subject to continued availability of commercially reasonable terms and conditions of such coverage. DocuSign Envelope ID: 044773E7-AD15-48BF-9DF9-65DB7309CBA2 The above policies shall provide the City of Miami with written notice of cancellation or material change from the insurer in accordance to policy provisions. 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. DocuSign Envelope ID: 044773E7-AD15-48BF-9DF9-65DB7309CBA2 Exhibit "D" CORPORATE RESOLUTION (This Resolution needs to authorize the signatory to sign) WHEREAS, Florida Housing Coalition, Inc., a Florida not for profit corporation ("Corporation"), desires to enter into an expert consultant agreement (the "Agreement") with the City of Miami, a Florida municipal corporation ("City"), solely for the limited purposes of performing the Services as described in the Agreement to which this Corporate Resolution is attached; and WHEREAS, the Board of Directors of the Corporation at a duly held corporate meeting have considered the matter in accordance with the Articles and By -Laws of the Corporation; NOW, THEREFORE, BE IT RESOLVED BY THE BOARD OF DIRECTORS that this Corporation is authorized to enter into the Agreement with the City, and that Ashon Nesbitt , as the authorized signatory of the Corporation, is hereby authorized and directed to execute the Agreement, in the name and on behalf of this Corporation, with the City and to execute any other document and perform any acts in connection therewith as may be required to accomplish its purpose. DATED this 10th day of March , 2023. Chairperson of the Board of Directorsor� Print Name: Gu2ari, e_ ? 6u1 refek_ (Corporate Seal) Page 19of19 DocuSign Envelope ID: 044773E7-AD15-48BF-9DF9-65DB7309CBA2 FLORHOU-01 LAURENB , ,d►coRO CERTIFICATE OF LIABILITY INSURANCE ik..------- DATE(MM/DD/YYYY) 2/22/2023 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). PRODUCER Earl Bacon Agency, Inc. Post Office Box 12039 Tallahassee, FL 32317 CONTACT Lauren Bacon NAME: PHONE FAX (A/c, No, Ext): (850) 878-2121 265 (A/C, No):(850) 878-2128 E-L ADDRESS: (bacon@earlbacon.com INSURER(S) AFFORDING COVERAGE NAIC # INSURERA : The Phoenix Insurance Company 25623 INSURED Florida Housing Coalition, Inc. 1311 N. Paul Russell Road, Suite B201 Tallahassee, FL 32301 INSURER B : The Travelers Indemnity Company of Connecticut 25682 INSURERC:TheTravelersPropertyCasualtyInsuranceCompanyofAmerica 25674 INSURER D :Zenith Insurance Company 13269 INSURER E: RLI Insurance Company 13056 INSURER F : Lloyd's of London A1122 COVERAGES CERTIFICATE NUMBER: RE ON NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INS INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTH CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICES DE EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID 1 1 -. ED ABOVE FOR THE POLICY PERIOD UMENT WITH RESPECT TO WHICH THIS HEREIN IS SUBJECT TO ALL THE TERMS, INSR LTR TYPE OF INSURANCE ADDLSUBR INSD WVD POLICY NUMBER POLICYEFF (MM/DD/YYYY) PO I. ( D kb ' ) LIMITS A X COMMERCIAL GENERAL LIABILITY X X 6606R854199 O 12/1/202 /1/2023 EACH OCCURRENCE $ 1,000,000 CLAIMS -MADE X OCCUR DAMAGE TO RENTED PREMISES (Ea occurrence) $ 300,000 X Blanket AI/Blanket W MED EXP (Any one person) $ 5,000 PERSONAL & ADV INJURY $ 500,000 GEN'L AGGREGATE POLICY OTHER: LIMIT APPLIES PRO JECT PER: LOC GENERAL AGGREGATE $ 2'000'000 PRODUCTS-COMP/OPAGG $ 2,000,000 $ B AUTOMOBILE X LIABILITY ANY AUTO OWNED X SCHEDULED AUTOS AUUTOS ONLY X BA6R857000 �/j� V O 12/1/2022 12/1/2023 COMBINED SINGLE LIMIT (Ea accident) $ 1,000,000 BODILYINJURY(Perperson) $ BODILY INJURY (Per accident) $ PROPERTY DAMAGE (Per Pccident $ $ C X UMBRELLA LIAB EXCESS LIAB X OCCUR CLAIMS -MADE X y CUF'tp 3446-22-42 O\) 12/1/2022 12/1/2023 EACH OCCURRENCE $ 1,000,000 AGGREGATE $ DED X RETENTION $ 5,000 Aggregate $ 1,000,000 D WORKERS COMPENSATION AND EMPLOYERS' LIABILITY Y/N ANY PROPRIETOR/PARTNER/EXECUTIVE OFFICER/MEMBER EXCLUDED? (Mandatory in NH) If yes, describe under DESCRIPTION OF OPERATIONS below Z832744629 1/1/2023 1/1/2024 X STATUTE OTH- E.L. EACH ACCIDENT $ 1,000,000 E.L. DISEASE - EA EMPLOYEE $ 1'000'000 E.L. DISEASE - POLICY LIMIT $ 1,000,000 E F Professional Liabili Cyber Liability RTP0027570 ESL0139561140 12/1/2022 12/1/2022 12/1/2023 12/1/2023 PROF LIAB CYBER 1,000,000 1,000,000 DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) Primary and Non -Contributory Insurance if Required by Written Contract (CGT1000219) If you specifically agree in a written contract or agreement that the insurance afforded to an insured under this coverage part must apply on a primary basis, or a primary and non-contributory basis, this insurance is primary to other insurance that is available to such insured which covers such insured as a named insured, and we will not share with that other insurance, provided that: 1. the 'bodily injury' or 'property damage' for which coverage is sought occurs; and 2. the 'personal and advertising injury' for which coverage is sought is caused by an offense that is committed; subsequent to the signing of that contract or agreement by you. CERTIFICATE HOLDER CANCELLATION City of Miami 444 SW 2nd Avenue (Miami. FL 33130 SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. AUTHORIZED REPRESENTATIVE 44444-9-gi31 ACORD 25 (2016/03) © 1988-2015 ACORD CORPORATION. All rights reserved. The ACORD name and logo are registered marks of ACORD DocuSign Envelope ID: 044773E7-AD15-48BF-9DF9-65DB7309CBA2 WORKERS COMPENSATION AND EMPLOYERS LIABILITY INSURANCE POLICY Th nith' WAIVER OF OUR RIGHT TO RECOVER FROM OTHERS ENDORSEMENT We have the right to recover our payments from anyone liable for an injury covered by this policy. We will not enforce our right against the person or organization named in the Schedule. (This agreement applies only to the extent that you perform work under a written contract that requires you to obtain this agreement from us.) This agreement shall not operate directly or indirectly to benefit anyone not named in the Schedule. Schedule Person Or Organization ANY PERSON OR ORGANIZATION FOR WHOM THE NAMED INSURED CONTRACT TO FURNISH THIS WAIVER. 99/ AGREED BY WRITTEN This endorsement changes the policy to which it is attached and is effective on the date issued unless otherwise stated. (The information below is required only when this endorsement is issued subsequent to preparation of the policy.) Endorsement Effective 01/01/2023 Insured FLORIDA HOUSING COALITION, INC. Policy No. Z832744629 FSMG Policy Period 01/01/2023 To 01/01/2024 Issued On 11/15/2022 At Orlando, FL WC-00-03-13 (Ed. 04-84) ZENITH INSURANCE COMPANY - 13145 CHIEF EXECUTIVE OFFICER Endorsement No. 11 DocuSign Envelope ID: 044773E7-AD15-48BF-9DF9-65DB7309CBA2 From: Gomez Jr., Francisco (Frank) To: Gandarilla. Aimee Cc: Quevedo, Terry Subject: RE: Expert Consultant Agreement Date: Thursday, February 23, 2023 1:12:44 PM Attachments: imageo0l.pnq image002.pnq image004.pnq image005.pnq Hello Aimee, The COI is adequate. Thanks, Frank Gomez, PIAM, CPI I Property & Casualty Manager City of Miami Risk Management (305) 416-174o Office (305) 416-176o Fax fgomez@miamigov.com Q` Q� nC` '"` Serving, Enhancing, and Transforming our Community From: Gandarilla, Aimee <AGandarilla@miamigov.com> Sent: Thursday, February 23, 2023 1:02 PM To: Gomez Jr., Francisco (Frank) <FGomez@miamigov.com> Cc: Quevedo, Terry <TQuevedo@miamigov.com> Subject: FW: Expert Consultant Agreement Importance: High Hi Frank, DocuSign Envelope ID: 044773E7-AD15-48BF-9DF9-65DB7309CBA2 The COI has been amended. Please advise. Thanks. Thank you, aitnee gandavtieea Procurement Assistant City of Miami Department of Procurement 444 SW 2nd Avenue, 6th floor, Miami, FL 33130 P(305) 416-1906 F(305) 400-5338 Eagandarilla@miamigov.com https://miamiaov.com/Government/Departments-Organizations/Procurement or rf a4're , fl }i i Serving. Enhancing, and Transforming our Community" From: Gandarilla, Aimee Sent: Friday, February 17, 2023 9:13 AM To: burton(flhousing.org Cc: nesbittPflhousing.org Subject: RE: Expert Consultant Agreement Importance: High Good morning Carter, A 2. 04<ii op occ• Attached, please find updated insurance requirements. Please revised COI to reflect the City as additional insured on a primary ann-contributory basis, along with retroactive date in terms of the professional policy. 4Q Also, on the agreement pageeeds to signed and attested. Page 21 Corporate Resolution needs to filled out as wel Thank you, Gurnee gandmiaa Procurement Assistant City of Miami Department of Procurement 444 SW 2nd Avenue, 6th floor, Miami, FL 33130 P(305) 416-1906 F(305) 400-5338 Eagandarilla@miamigov.com https://miamigov.com/Government/Departments-Organizations/Procurement f) t 41 "Serving. Enhancing, and Transforming our Community" From: Gandarilla, Aimee Sent: Tuesday, February 14, 2023 11:03 AM DocuSign Envelope ID: 044773E7-AD15-48BF-9DF9-65DB7309CBA2 To: 'burton@flhousing.org' <burton@flhousing.org> Subject: FW: Expert Consultant Agreement Carter, Attached, please find updated insurance requirements. Please revised COI to reflect the City as additional insured on a primary and non-contributory basis, along with retroactive date in terms of the professional policy. Thank you, aixrtee gandatatea Procurement Assistant City of Miami Department of Procurement 444 SW 2nd Avenue, 6th floor, Miami, FL 33130 P(305) 416-1906 F(305) 400-5338 Eagandarilla@miamigov.com https://miamigov.com/Government/Departments-Organizations/Procurement (1 Ft., 9S/ tip `'. r.r • lit lllIt iilliE it 0 It "Serving, Enhancing, and Transforming our Community" From: Gomez Jr., Francisco (Frank) <FGomezPmiami'ge m> Sent: Tuesday, February 14, 2023 10:35 AM To: Gandarilla, Aimee <AGandarillaPmiamigov.c6m> Cc: Quevedo, Terry <TQuevedo@miamigov.com> Subject: RE: Expert Consultant AgreemerP Hello Aimee, J Attached, please find update Psurance requirements. Please replace the one in file and request a revised COI to reflect the City as additional insured on a primary and non contributory basis, along with retroactive date in terms of the professional policy. Thanks, Frank Gomez, PIAM, CPI I Property & Casualty Manager City of Miami Risk Management (305) 416-174o Office (305) 416-176o Fax fgomez@miamigov.com DocuSign Envelope ID: 044773E7-AD15-48BF-9DF9-65DB7309CBA2 "Serving, Enhancing, and Transforming our Community" From: Gandarilla, Aimee <AGandarillal@miamigov.com> Sent: Tuesday, February 14, 2023 10:20 AM To: Gomez Jr., Francisco (Frank) <FGomezl@miamigov.com> Cc: Quevedo, Terry <TQuevedol@miamigov.com> Subject: FW: Expert Consultant Agreement Good morning Frank, op O • No vehicles or auto will be used during the term of the contract. Please advise what should go on the certificate. Thank you, aest ccuulanitta City of Miami Department of Procurement� Procurement 444 SW 2nd Avenue, 6th floor, Miami, F A- 0 P(305) 416-1906 F(305) 400-5338 Eagandarilla@miamigov.com https://miamigov.com/Government/Departments-Organizations/Procurement f 0 ttt y,1 "Serving, Enhancingga`nd Transforming our Community" From: Carter Burton <burtonl@flhousing.org> Sent: Tuesday, February 14, 2023 9:41 AM To: Gandarilla, Aimee <AGandarillal@miamigov.com> Subject: RE: Expert Consultant Agreement CAUTION: This is an email from an external source. Do not click links or open attachments unless you recognize the sender and know the content is safe. Good morning Aimee, Per our phone conversation this morning, I am writing to confirm that Florida Housing Coalition's DocuSign Envelope ID: 044773E7-AD15-48BF-9DF9-65DB7309CBA2 contract with the City of Miami is only for consulting services and document development. No vehicles or auto will be used during the term of the contract. We would like to request no changes to our current COI in that aspect. Thank you for your consideration. Once we receive instructions regarding the COI, we can execute contract. Thank you! Carter Burton Director of Housing & Community Development Florida Housing Coalition 1311 N Paul Russell Rd B-201 Tallahassee, FL 32301 Ph: 407-864-5424 ANNUAL STATEWIDE HOME MATTERS CONFERENCE AUG 29-31 Orahml FLORIDA HOUSING COALITION IN -PERSON AT THE ROSEN CENTRE, ORLANDO FL REGISTRATION NOW OPEN www.flhousing.org From: Gandarilla, Aimee <AGandarillaPmiamigoc'T Sent: Monday, February 13, 2023 3:33 PM To: Carter Burton <burtonPflhousing.org> Cc: Ashon Nesbitt <nesbitt@flhousing.org Subject: FW: Expert Consultant Agr m nt Importance: High O Good afternoon Burton I'm following up on thcertificate of insurance. *Please sign and attest on Page 8 of the agreement. 4** • • Olivera, Rosemary From: Gandarilla, Aimee Sent: Tuesday, March 21, 2023 2:07 PM To: Hannon, Todd Cc: Lee, Denise; Olivera, Rosemary; Cabrera, Paola; Brown, Sadie Subject: Expert Consultant Agreement Florida Housing Coalition Matter 23-87 Attachments: Expert Consultant Agreement Florida Housing Coalition Matter 23-87.pdf Good afternoon Todd, Please find attached the fully executed copy of an agreement from DocuSign that is to be considered an original agreement for your records. Thank you, airnee garcdwriaa Procurement Assistant City of Miami Department of Procurement 444 SW 2' Avenue, 6th floor, Miami, FL 33130 P(305) 416-1906 F(305) 400-5338 Eagandarilla@miamigov.com https://miamigov.com/Government/Departments-Organizations/Procurement 1 ti '-png, Enhancing, and Transforming our Community" 1