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HomeMy WebLinkAbout26204AGREEMENT INFORMATION AGREEMENT NUMBER 26204 NAME/TYPE OF AGREEMENT MORRIS & MCDANIEL, INC. DESCRIPTION PROFESSIONAL SERVICES AGREEMENT/DESIGN, ADMINISTER, SCORE & SUPPORT CHALLENGES & APPEALS FOR PROMOTIONAL EXAMINATION PROCESSES FOR THE RANKS OF CHIEF FIRE OFFICER, FIRE CAPTAIN & FIRE LIEUTENANT/MATTER ID: 26-1530 EFFECTIVE DATE July 13, 2026 ATTESTED BY TODD B. HANNON ATTESTED DATE 7/13/2026 DATE RECEIVED FROM ISSUING DEPT. 7/14/2026 NOTE DOCUSIGN AGREEMENT BY EMAIL City of Miami DOCUMENT ROUTING FORM QR4O ORIGINATING DEPARTMENT: Department of Procurement DEPT. CONTACT PERSON: Aimee Gandarilla EXT. 1906 NAME OF OTHER CONTRACTUAL PARTY/ENTITY: Morris & McDaniel, Inc. IS THIS AGREEMENT TO BE EXPEDITED/RUSH: TOTAL CONTRACT AMOUNT: $ TYPE OF AGREEMENT: ❑ MANAGEMENT AGREEMENT ❑ PROFESSIONAL SERVICES AGREEMENT ❑ GRANT AGREEMENT ❑ EXPERT CONSULTANT AGREEMENT ❑ LICENSE AGREEMENT OTHER: (PLEASE SPECIFY) ■ FUNDING INVOLVED? YES YES ❑ PUBLIC WORKS AGREEMENT ❑ MAINTENANCE AGREEMENT ❑ INTER -LOCAL AGREEMENT ❑ LEASE AGREEMENT ❑ PURCHASE OR SALE AGREEMENT El SUPPLEMENTAL AGREEMENT NO NO PURPOSE OF ITEM (DETAILED SUMMARY): Services of Contractor Agreement with Morris & McDaniel, Inc. Promotional testing services for Miami Fire -Rescue for the ranks of Fire Lieutenant, Fire Captain, and Chief Fire Officer. COMMISSION APPROVAL DATE: FILE ID: ENACTMENT NO.: IF THIS DOES NOT REQUIRE COMMISSION APPROVAL, PLEASE EXPLAIN: ROUTING INFORMATION Date PLEASE PRINT AND SIGN APPROVAL BY DIRECTOR/CHIEF PROCUREMENT OFFICER July 6, 2026 113:19:55 Annie Perez, CPPO EDT --...de. SIGNATURE: -4- ��-, SUBMITTED TO RISK MANAGEMENT July 6, 2026 113:25:29 David Ruiz@F EDT �oos s.a e, SIGNATURE: rol,,,t: Gow,vy SUBMITTED TO CITY ATTORNEY Matter ID 26-153 (Matter 26-1530) Initial a July 6, 2026 116:39.27 �pCa K. Wysong III E'D� �5ignctlby SIGNATURE: Gaorvrt Ud'isol4 III APPROVAL BY ASSISTANT CITY MANAGER/CHIEF FINANCIAL OFFICER July 7, 2026 110:5842 r c Paschal Darling, CPA �D1 e,,,:::Ze SIGNATURE: _=„,so,_„„ APPROVAL BY ASSISTANT CITY MANAGER/CHIEF OF OPERATIONS Barbara Hernandez, MPA SIGNATURE: APPROVAL BY ASSISTANT CITY MANAGER/CHIEF OF INFRASTRUCTURE Asael Marrero SIGNATURE: APPROVAL BY DEPUTY CITY MANAGER July 7, 2026 I 11:08:53 Natasha Colebrook -Williams EDT SIGNATURE: N',,_u,, RECEIVED BY CITY MANAGER July 13, 2026 113:43:13 James Reyes EDT SIGNATURE: SUBMITTED TO THE CITY CLERK July 13, 2026 116 4T904annon SIGNATURE: �.E,bossoo PLEASE ATTACH THIS ROUTING FORM TO ALL DOCUMENTS THAT REQUIRE EXECUTION BY THE CITY MANAGER City of Miami, Florida AGREEMENT BY AND BETWEEN THE CITY OF MIAMI, FLORIDA AND MORRIS & MCDANIEL, INC. This Agreement ("Agreement") is entered into this 13th day of July 2026 ("Effective Date") by and between the City of Miami, a municipal corporation of the State of Florida, whose address is 444 SW 2nd Avenue, Miami, FL 33130 (the "City"), and Morris & McDaniel, Inc., a foreign profit corporation qualified to do business in the State of Florida, whose principal address is 950 N Washington Street, Alexandria, VA 22314 ("Contractor"). RECITALS: WHEREAS, the City wishes to engage the Services of Contractor, and Contractor wishes to perform the Services for the City; and WHEREAS, the City and Contractor desire to enter into this Agreement under the terms and conditions set forth herein. NOW, THEREFORE, in consideration of the mutual covenants and promises herein contained, Contractor and the City agree as follows: 1. RECITALS AND INCORPORATIONS: The Recitals are true and correct and are hereby incorporated into and made a part of this Agreement. The following exhibits are attached hereto and are hereby incorporated into and made a part of this Agreement: Exhibit A — Scope of Services Exhibit B — Insurance Requirements Exhibit C — Certificate of Insurance Exhibit D — Company Resolution Exhibit E — Anti -Human Trafficking Affidavit Exhibit F — Foreign Country of Concern Attestation In the event of a conflict between the provisions of this Agreement or any of its exhibits, the conflict shall be resolved in favor this Agreement then the priority order indicated above. 2. TERM The Agreement shall commence as of the Effective Date and shall continue for an initial term of two (2) years ("Initial Term") with two (2) additional one (1)-year options to renew ("Renewal Term(s)") at the City's sole discretion. The City, acting by and through its City Manager, shall have the option to terminate the Agreement for convenience, that is, for no cause; or terminate for cause due to a default. 3. SCOPE OF SERVICES: A. Contractor agrees to provide the Services as specifically described, and under the in Exhibits "A", which by this reference is incorporated into and made a part of this Agreement. B. Contractor represents to the City that: (i) it possesses all qualifications, licenses, certificates, 1 City of Miami, Florida authorizations, registrations, and expertise required for the performance of the Services, including but not limited to full qualification to do business in Florida; (ii) it is not delinquent in the payment of any sums due the City, any City agency or instrumentality, including payment of accounts, debts, permits, fees, occupational licenses, etc., nor in the performance of any obligations or payment of any monies to the City; (iii) all personnel assigned to perform the Services are and shall be, at all times during the term hereof, fully qualified and trained to perform the tasks assigned to each; (iv) the Services will be performed in the manner described in Exhibits "A"" and "B" and (v) each person executing this Agreement on behalf of Contractor has been duly authorized to so execute the same and fully bind Contractor as a party to this Agreement. C. Contractor shall at all times provide fully qualified, competent and physically capable employees to perform the Services under this Agreement. Contractor shall possess and maintain any required licenses, permits and certifications to perform the Services under this Agreement. The City may require Contractor to remove any employee the City deems careless, incompetent, insubordinate, or otherwise objectionable and whose continued services under this Agreement is not in the best interest of the City. 4. COMPENSATION: A. As full and complete compensation for satisfactory performance and acceptance of the Services, the City shall pay Contractor in accordance with the firm, fixed -fee schedule set forth in Exhibit "A". Contractor acknowledges and agrees that these fees shall be its sole compensation related to this Agreement. Any compensation exceeding such rates shall not be authorized and will be deemed gratuitous work. B. The total amount payable by the City under this Agreement shall not exceed Four Hundred Fifty -Three Thousand Four Hundred Nine Dollars ($453,409) (the "Not -to -Exceed Amount"), inclusive of all phases, deliverables, and renewal or extension periods. The Not -to -Exceed Amount may be increased only by a written amendment executed by the City and approved in advance by the Office of the City Attorney as to legal form and correctness. Nothing in this Agreement obligates the City to authorize or purchase any minimum quantity or dollar amount of Services. C. Upon request, Contractor shall provide sufficient supporting documentation within five (5) business days from said request and contain sufficient detail, to allow a proper audit of expenditures, should the City require one to be performed. Invoices, should they be required, shall be sufficiently detailed so as to comply with Part VI I of Chapter 218, Florida Statutes (the "Local Government Prompt Payment Act"), §§ 218.70—.79, Florida Statutes, and other applicable laws. Unless otherwise specifically provided, payment will be made in accordance with the City's standard payment procedures, and the City's payment due date is forty-five (45) days after the date payment becomes due as calculated under §§ 218.73 and .74, Florida Statutes. No advance or future payments shall be made at any time. D. Contractor agrees and understands that (i) any and all subcontractors providing Services related to this Agreement shall be paid through Contractor and not paid directly by the City, and (ii) any and all liabilities regarding payment to or use of subcontractors for any of the Services related to this Agreement shall be borne solely by Contractor. E. Prices shall remain firm and fixed for the term of this Agreement, including any renewal or extension periods. 2 City of Miami, Florida 5. OWNERSHIP OF DOCUMENTS: Contractor understands and agrees that any information, data, document, report or any other material whatsoever which is given by the City to Contractor, its employees, or any subcontractor, or which is otherwise obtained or prepared by Contractor solely and exclusively for the City pursuant to or under the terms of this Agreement, is and shall at all times remain the property of the City. Contractor agrees not to use any such information, data, document, report or material for any other purpose whatsoever without the written consent of the City Manager, which may be withheld or conditioned by the City Manager in his/her sole discretion. Contractor is permitted to make and to maintain duplicate copies of the files, records, documents, etc. if Contractor determines copies of such records are necessary subsequent to the termination of this Agreement; however, in no way shall the confidentiality as permitted by applicable laws be breached. The City shall maintain and retain ownership of any and all data and documents which result upon the completion of the work and Services and prepared by Contractor solely and exclusively for the City pursuant to or under the terms of this Agreement as per the terms of this Section 5. 6. AUDIT AND INSPECTION RIGHTS AND RECORDS RETENTION: A. Contractor agrees to provide access to the City or to any of its duly authorized representatives, to any books, documents, papers, and records of Contractor which are directly pertinent to this Agreement, for the purpose of audit, examination, excerpts, and transcripts. The City may, at reasonable times, and for a period of ten (10) years following the date of final payment by the City to Contractor under this Agreement, audit and inspect, or cause to be audited and inspected, those books, documents, papers, and records of Contractor which are solely related to Contractor's performance under this Agreement. Contractor agrees to maintain any and all such books, documents, papers, and records at its principal place of business for a period of ten (10) years after final payment is made under this Agreement and all other pending matters are closed. Contractor's failure to adhere to, or refusal to comply with, this condition shall result in the immediate cancellation of this Agreement by the City. The audit provisions set forth in 18-102 of the Code of the City of Miami, Florida, as same may be amended or supplemented, from time to time, are applicable to this Agreement. B. The City may, at reasonable times during the term hereof, inspect Contractor's facilities and perform such tests, as the City deems reasonably necessary, to determine whether the goods or services required to be provided by Contractor under this Agreement conform to the terms hereof. Contractor shall make available to the City all reasonable facilities and assistance to facilitate the performance of tests or inspections by City representatives. The inspection provisions set forth 18-101 of the Code of the City of Miami, Florida as same may be amended or supplemented, from time to time, are applicable to this Agreement. C. All audits, tests and inspections shall be subject to, and made in accordance with, the provisions of Sections 18-100, 18-101, and 18-102 of the Code of the City of Miami, Florida, which apply to this Agreement, as same may be amended or supplemented, from time to time. 7. AWARD OF AGREEMENT: Contractor represents and warrants to the City that it 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, or gift of any kind contingent upon or in connection with, the award of this Agreement. 3 City of Miami, Florida 8. PUBLIC RECORDS: A. Contractor 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 applicable laws. Contractor's failure or refusal to comply with the provisions of this section shall result in the immediate cancellation of this Agreement by the City. B. Contractor shall additionally comply with Section 119.0701, Florida Statutes, including without limitation: (1) keep and maintain public records that ordinarily and necessarily would be required by the City to perform this service; (2) if required, provide the public with access to public records on the same terms and conditions as the City would at the cost provided by Chapter 119, Florida Statutes, or as otherwise provided by law; (3) ensure that public records that are exempt or confidential and exempt from disclosure are not disclosed except as authorized by law; (4) meet all requirements for retaining public records and transfer, at no cost, to the City all public records in its possession upon termination of this Agreement and destroy any duplicate public records that are exempt or confidential and exempt from disclosure requirements; and, (5) provide all electronically stored public records that must be provided to the City in a format compatible with the City's information technology systems. Notwithstanding the foregoing, Contractor 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 CONTRACTOR DETERMINE TO DISPUTE ANY PUBLIC ACCESS PROVISION REQUIRED BY FLORIDA STATUTES, THEN CONTRACTOR SHALL DO SO AT ITS OWN EXPENSE AND AT NO COST TO THE CITY. D. IF CONTRACTOR HAS QUESTIONS REGARDING THE APPLICATION OF CHAPTER 119, FLORIDA STATUTES, TO CONTRACTOR'S DUTY TO PROVIDE PUBLIC RECORDS RELATING TO THE CONTRACT, CONTACT THE CUSTODIAN OF PUBLIC RECORDS AT (305) 416-1800, VIA EMAIL AT PUBLICRECORDS@MIAMIGOV.COM, OR REGULAR MAIL AT CITY OF MIAMI OFFICE OF THE CITY ATTORNEY, 444 SW 2ND AVENUE, 9T" FLOOR, MIAMI, FL 33130. THE CONSULTANT MAY ALSO CONTACT THE RECORDS CUSTODIAN AT THE CITY OF MIAMI DEPARTMENT WHO IS ADMINISTERING THIS CONTRACT. 9. COMPLIANCE WITH FEDERAL, STATE AND LOCAL LAWS: Contractor understands that agreements with local governments are subject to certain laws and regulations, including laws pertaining to public records, conflict of interest, ethics, funding, lobbying, record keeping, etc. the City and Contractor agree to comply with and observe all such applicable federal, state and local laws, rules, regulations, codes and ordinances, as they may be amended from time to time. Contractor further agrees to include in all of Contractor's agreements with subcontractors for any Services related to this Agreement this provision requiring subcontractors to comply with and observe all applicable federal, state, and local laws rules, regulations, codes and ordinances, as they may be amended from time to time. 4 City of Miami, Florida 10. INDEMNIFICATION: A. Contractor shall indemnify, hold and save harmless, and defend (at its own cost and expense), the City, its officers, agents, directors, departments, and/or employees, from all liabilities, damages, losses, judgements, and costs, including, but not limited to, reasonable attorney's fees, to the extent caused by performance of this Agreement by Contractor, Contractor's compliance and/or noncompliance with the provisions of this Agreement, and all laws and regulations pertaining to Contractor's services which are applicable to the Contractor, negligence, recklessness, negligent act or omission, or intentional wrongful misconduct of Contractor and persons employed or utilized by Contractor in the performance of this Contract. Contractor shall further hold the City, its officials and employees, indemnify, save and hold harmless for, and defend (at its own cost), the City its officials and/or employees against any civil actions, administrative, regulatory, statutory or similar claims, injuries or damages arising or resulting from the Services. In the event that any action, cause of action, claim, demand or proceeding (collectively "Claim(s)") is brought against the City by reason of any such Claim(s), Contractor shall, upon written notice from the City, resist and defend such action or proceeding by counsel reasonably satisfactory to the City Attorney. Contractor expressly understands and agrees that any insurance protection required by this Contract or otherwise provided by Contractor shall in no way limit the responsibility to indemnify, hold, keep and save harmless and defend the City or its officers, employees, agents, and instrumentalities as herein provided. B. The indemnification provided above shall obligate Contractor to defend, at its own expense, to and through trial, mediation, arbitration, administrative, regulatory, appellate, supplemental or bankruptcy proceedings, 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 Contractor, or persons or entities employed or utilized by Contractor. C. These duties will survive the cancellation or expiration of this Agreement. This Section will be interpreted under the laws of the State of Florida, including without limitation and interpretation, which conforms to the limitations of Sections 725.06 and/or 725.08, Florida Statutes, as they may be applicable, and as they may be amended. D. Contractor shall require all sub -contractor agreements to include a provision that each sub- contractor will indemnify, hold harmless and defend the City in substantially the same language as this Section. Contractor 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 Contractor in which the City participated either through review or concurrence of Contractor's actions. In reviewing, approving or rejecting any submissions by Contractor or other acts of Contractor, the City, in no way, assumes or shares any responsibility or liability of Contractor or sub -contractor under this Contract. E. Ten dollars ($10) 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 Contractor. 11. DEFAULT: If Contractor fails to comply materially with any term or condition of this Agreement or fails to perform in any material way any of its obligations hereunder, and fails to cure such failure after reasonable notice from the City, setting forth the thirty (30) time period to cure, then Contractor shall be in default. Contractor understands and agrees that termination of this Agreement under this section shall not release Contractor from any obligation accruing prior to the effective date of 5 City of Miami, Florida termination. Should Contractor be unable or unwilling to commence to perform the Services within the time provided or contemplated herein, then, in addition to the foregoing, Contractor shall be liable to the City for all expenses incurred by the City in preparation and negotiation of this Agreement, as well as all costs and expenses incurred by the City in the re -procurement of the Services, including consequential and incidental damages. 12. RESOLUTION OF AGREEMENT DISPUTES: Contractor understands and agrees that all disputes between Contractor and the City based upon an alleged violation of the terms of this Agreement by the City shall be submitted to the City Manager for his/her resolution, prior to Contractor being entitled to seek judicial relief in connection therewith. In the event that the amount of compensation hereunder exceeds Twenty - Five Thousand Dollars and No/Cents ($25,000), the City Manager's decision shall be approved or disapproved by the City Commission. Contractor shall not be entitled to seek judicial relief unless: (i) it has first received City Manager's written decision, approved by the City Commission if the amount of compensation hereunder exceeds Twenty -Five Thousand Dollars and No/Cents ($25,000), or (ii) a period of sixty (60) days has expired, after submitting to the City Manager a detailed statement of the dispute, accompanied by all supporting documentation (one hundred twenty (120) days if City Manager's decision is subject to the City Commission approval); or (iii) the City has waived compliance with the procedure set forth in this section by written instruments, signed by the City Manager. In no event may the amount of compensation under this Section exceed the total compensation set forth in Section 4 (A) of this Agreement. 13. TERMINATION; OBLIGATIONS UPON TERMINATION: A. The City, acting by and through its City Manager, shall have the right to terminate this Agreement, in its sole discretion, for convenience, and without penalty or any stated cause, at any time, by giving written notice to Contractor at least thirty (30) calendar days prior to the effective date of such termination. In such event, the City shall pay to Contractor compensation for Services rendered and approved expenses incurred prior to the effective date of termination. In no event shall the City be liable to Contractor for any additional compensation and expenses incurred, other than those provided herein, and in no event shall the City be liable for any consequential or incidental damages. Contractor shall have no recourse or remedy against the City for a termination under this subsection except for payment of fees due prior to the effective date of termination. B. The City, by and acting through its City Manager, shall have the right to terminate this Agreement, in its sole discretion, and without penalty, upon the occurrence of an event of a material breach hereunder, and failure to cure the same within thirty (30) days after written notice of default. In such event, the City shall not be obligated to pay any amounts to Contractor for Services rendered by Contractor after the date of termination, but the parties shall remain responsible for any payments that have become due and owing as of the effective date of termination. In no event shall the City or Contractor be liable to the other for any additional compensation and expenses incurred, other than that provided herein, and in no event shall the City or Contractor be liable for any direct, indirect, consequential or incidental damages. 14. INSURANCE: A. Contractor shall, at all times during the term hereof, maintain such insurance coverage(s) as may be required by the City. The insurance coverage(s) required as of the Effective Date of this Agreement are attached hereto as Exhibit "B" and incorporated herein by this reference. The City's agreement and title number must appear on each certificate of insurance. 6 City of Miami, Florida Contractor shall add the City of Miami as an additional insured to its commercial general liability, and auto liability policies, and as a named certificate holder on all policies. Contractor shall correct any insurance certificates as requested by the City Risk Management Director. All such insurance, including renewals, shall be subject to the approval of the City for adequacy of protection and evidence of such coverage(s) and shall be furnished to the City Risk Management Director on Certificates of Insurance indicating such insurance to be in force and effect and any cancelled or non -renewed policy will be replaced with no coverage gap and a current Certificate of Insurance will be provided. Completed Certificates of Insurance shall be filed with the City prior to the performance of Services hereunder, provided, however, that Contractor shall at any time upon request file duplicate copies of the Certificate of Insurance with the City. B. If, in the judgment of the City, prevailing conditions warrant the provision by Contractor of additional liability insurance coverage or coverage which is different in kind, the City Risk Management Director reserves the right to require the provision by Contractor of an amount of coverage different from the amounts or kind previously required and shall afford written notice of such change in requirements thirty (30) days prior to the date on which the requirements shall take effect. Should Contractor fail or refuse to satisfy the requirement of changed coverage within thirty (30) days following the City's written notice, this Agreement shall be considered terminated on the date that the required change in policy coverage would otherwise take effect. C. Contractor understands and agrees that any and all liabilities regarding the use of any of Contractor's employees or any of Contractor's sub -contractors for Services related to this Agreement shall be borne solely by Contractor throughout the term of this Agreement and that this provision shall survive the termination of this Agreement. Contractor further understands and agrees that insurance for each employee of Contractor and each sub -contractor providing Services related to this Agreement shall be maintained in good standing and approved by the City Risk Management Director throughout the duration of this Agreement. D. Contractor shall be responsible for assuring that the insurance certificates required under this Agreement remain in full force and effect for the duration of this Agreement, including any extensions hereof. If insurance certificates are scheduled to expire during the term of this Agreement and any extension hereof, Contractor shall be responsible for submitting new or renewed insurance certificates to the City Risk Management Director as soon as coverages are bound with the insurers. In the event that expired certificates are not replaced, with new or renewed certificates which cover the term of this Agreement and any extension thereof: (i) the City shall suspend this Agreement until such time as the new or renewed certificate(s) are received in acceptable form by the City Risk Management Director; or (ii) the City may, at its sole discretion, terminate the Agreement for cause and seek re - procurement damages from Contractor in conjunction with the violation of the terms and conditions of this Agreement. E. Compliance with the foregoing requirements shall not relieve Contractor of its liabilities and obligations under this Agreement. 15. NONDISCRIMINATION, EQUAL EMPLOYMENT OPPORTUNITY, AND AMERICANS WITH DISABILITIES ACT: Contractor shall not unlawfully discriminate against any person in its operations and activities or in its use or expenditure of funds in fulfilling its obligations under this Agreement. Contractor shall affirmatively comply with all applicable provisions of the Americans with Disabilities Act (ADA) in the course of providing any services funded by the City, including Titles I and II of the ADA 7 City of Miami, Florida (regarding nondiscrimination on the basis of disability), and all applicable regulations, guidelines, and standards. In addition, Contractor shall take affirmative steps to ensure nondiscrimination in employment against disabled persons. Contractor affirms that it shall not discriminate as to race, age, religion, color, gender, gender identity, sexual orientation, national origin, marital status, physical or mental disability, political affiliation, or any other factor which cannot be lawfully used in connection with its performance under the contract. Furthermore, Contractor affirms 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 which cannot be lawfully used, be excluded from the participation in, be denied benefits of, or be subjected to, discrimination under any program or activity. In connection with the conduct of its business, including performance of services and employment of personnel, Contractor shall not discriminate against any person on the basis of race, age, religion, color, gender, gender identity, sexual orientation, national origin, marital status, physical or mental disability, political affiliation, or any other factor which cannot be lawfully used. All persons having appropriate qualifications shall be afforded equal opportunity for employment. 16. ASSIGNMENT: Contractor's services are considered unique and specialized. This Agreement shall not be assigned, sold, transferred, pledged, or otherwise conveyed by Contractor, in whole or in part, and Contractor shall not assign any part of its operations which are related to the performance of this Agreement, without the prior written consent of the City Manager, which may be withheld or conditioned, in the City's sole discretion through the City Manager. 17. NOTICES: All notices or other communications required under this Agreement shall be in writing and shall be given by hand -delivery or by registered or 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 personally delivered; or, if by mail, on the fifth day after being posted or the date of actual receipt, whichever is earlier. AS TO THE CONTRACTOR Morris & McDaniel, Inc. David M. Morris, Ph.D., J.D., MBA President 117 S. Saint Asaph Street Alexandria, VA 22314 kim@morrisandmcdaniel.com 8 AS TO THE CITY: James Reyes City Manager 444 SW 2nd Avenue, 10th Floor Miami, FL 33130 JReyes@miamigov.com WITH A COPY TO: George K. Wysong III City Attorney 444 SW 2nd Avenue, 9th Floor Miami, FL 33130 gwvsonq@m iam igov. com City of Miami, Florida Robert Hevia Fire Chief Fire -Rescue Department 1151 NW 7 Street, 3rd Floor Miami, FL 33136 RobHevia©miamigov.com 18. MISCELLANEOUS PROVISIONS: A. This Agreement shall be construed and enforced according to the laws of the State of Florida without regard to its conflicts of laws provisions. Any controversies or legal proceedings arising out of this Agreement shall be submitted to the jurisdiction of the state courts of the Eleventh Judicial Circuit, in and for Miami -Dade County, Florida. Each party shall bear its own costs and attorney's fees, inclusive of administrative, litigation, and appellate proceedings. 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 jurisdiction. EACH PARTY HEREBY FREELY, KNOWINGLY, AND IRREVOCABLY WAIVES ANY RIGHTS TO A JURY TRIAL OF ANY CLAIM OR CAUSE OF ACTION ARISING OUT OF OR RELATING TO THIS AGREEMENT OR ANY BREACH THEREOF. THIS WAIVER SHALL APPLY TO ANY SUBSEQUENT AMENDMENTS, SUPPLEMENTS, OR MODIFICATIONS TO THIS AGREEMENT. B. No waiver or breach of any provision of this Agreement shall constitute a waiver of any subsequent breach of the same or any other provision hereof, and no waiver shall be effective unless made in writing. No failure or delay by the City in exercising any right, power, or remedy under this Agreement shall operate as a waiver of that right, power, or remedy, nor shall any single or partial exercise of any right, power, or remedy preclude any other or further exercise thereof. C. Should any provision, paragraph, sentence, word or phrase contained in this 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 of Miami, Florida, 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 this Agreement shall remain unmodified and in full force and effect or limitation of its use. D. Contractor shall comply with all applicable laws, rules and regulations in the performance of this Agreement, including but not limited to licensure, registration, and certifications required by law for professional service Contractors performing these services. E. This Agreement constitutes the sole and entire Agreement between the parties hereto. No modification or amendment hereto shall be valid unless in writing and executed by properly authorized representatives of the parties hereto. Except as otherwise set forth in Section 2 above, the City Manager shall have the sole authority to extend, amend, or modify this Agreement on behalf of the City. All changes and/or modifications to this Agreement shall be approved in advance and in writing by the Office of the City Attorney as to legal form and correctness, and executed in writing by the City and Contractor. F. Title and paragraph headings are for convenient reference and are not a part of this Agreement. G. Nothing contained in this Agreement is any way intended to be a waiver of the limitation placed upon the Indemnitees' liability as set forth in Chapter 768, Florida Statutes. The City does not 9 City of Miami, Florida waive sovereign immunity, and no claim or award against the City shall include attorney's fees, investigative costs, pre -suit or adjusting costs, or pre -judgment interest, except to the extent expressly authorized by statute and awarded by a court of competent jurisdiction. H. If any term or provision of this Agreement, or combination of the same, is in violation of any applicable law or regulation, or is unenforceable or void for any reason, such term, provision or combination of same shall be modified or reformed by the court to the minimum extent necessary to accomplish the intention of the entire Agreement to the maximum extent allowable, under any legal form, without violating applicable law or regulation. Notwithstanding, the remainder of the Agreement shall remain binding upon the parties. This Subsection shall not apply if there is a material breach of this Agreement causing cancelation or cancelation for convenience. 19. SUCCESSORS AND ASSIGNS: This Agreement shall be binding upon the parties hereto, their heirs, executors, legal representatives, successors, or assigns. 20. INDEPENDENT CONTRACTORS: Contractor has been procured and is being engaged to provide Services to the City as an independent contractor, and not as an agent or employee of the City. Accordingly, neither Contractor, nor its employees, nor any subcontractor hired by Contractor to provide any Services under this Agreement shall attain, nor be entitled to, any rights or benefits under the Civil Service or Pension Ordinances of the City, nor any rights generally afforded classified or unclassified employees. Contractor further understands that Florida Workers' Compensation benefits available to employees of the City are not available to Contractor, its employees, or any subcontractor hired by Contractor to provide any Services hereunder, and Contractor agrees to provide or to require subcontractor(s) to provide, as applicable, workers' compensation insurance for any employee or agent of Contractor rendering Services to the City under this Agreement. Contractor further understands and agrees that Contractor's or subcontractors' use or entry upon City properties shall not in any way change its or their status as an independent contractor. 21. CONTINGENCY CLAUSE: Funding for this Agreement is contingent on the availability of funds and continued authorization for program activities and the Agreement is subject to amendment or termination due to lack of funds, reduction of funds, failure to allocate or appropriate funds, and/or change in applicable laws or regulations, upon thirty (30) days written notice. 22. FORCE MAJEURE: A "Force Majeure Event" shall mean an act of God, act of governmental body or military authority, fire, explosion, power failure, flood, storm, hurricane, sink hole, other natural disasters, epidemic, riot or civil disturbance, war or terrorism, sabotage, insurrection, blockade, or embargo. In the event that either party is delayed in the performance of any act or obligation pursuant to or required by the Agreement by reason of a Force Majeure Event, the time for required completion of such act or obligation shall be extended by the number of days equal to the total number of days, if any, that such party is actually delayed by such Force Majeure Event. The party seeking delay in performance shall give notice to the other party specifying the anticipated duration of the delay, and if such delay shall extend beyond the duration specified in such notice, additional notice shall be repeated no less than monthly so long as such delay due to a Force Majeure Event continues. Any party seeking delay in performance 10 City of Miami, Florida due to a Force Majeure Event shall use its best efforts to rectify any condition causing such delay and shall cooperate with the other party to overcome any delay that has resulted. 23. CITY NOT LIABLE FOR DELAYS: Contractor hereby understands and agrees that in no event shall the City be liable for, or responsible to Contractor or any subcontractor, or to any other person, firm, or entity for or on account of, any stoppages or delay(s) in work herein provided for, or any damages whatsoever related thereto, because of any injunction or other legal or equitable proceedings or on account of any delay(s) for any cause over which the City has no control. 24. USE OF NAME: Contractor understands and agrees that the City is not engaged in research for advertising, sales promotion, or other publicity purposes. Contractor is allowed, within the limited scope of normal and customary marketing and promotion of its work, to use the general results of this project and the name of the City. Contractor agrees to protect any confidential information provided by the City and will not release information of a specific nature without prior written consent of the City Manager or the City Commission. 25. NO CONFLICT OF INTEREST: Pursuant to the City of Miami Code Section 2-611, as amended ("City Code"), regarding conflicts of interest, Contractor hereby certifies to the City that no individual member of Contractor, no employee, and no subcontractor under this Agreement nor any immediate family member of any of the same is also city employee or a member of any board, commission, or agency of the City. Contractor hereby represents and warrants to the City that throughout the term of this Agreement, Contractor, its employees, and its subcontractors will abide by this prohibition of the City Code. Contractor additionally agrees during the term of this Agreement not to serve as a paid expert witness, affiant or otherwise furnish evidence adverse to the City in a Claim brought against the City by any third party. 26. NO THIRD -PARTY BENEFICIARY: No persons other than Contractor and the City (and their successors and assigns) shall have any rights whatsoever under this Agreement. 27. SURVIVAL: All obligations (including but not limited to indemnity and obligations to defend and hold harmless) and rights of any party arising during or attributable to the period prior to expiration or earlier termination of this Agreement shall survive such expiration or earlier termination. 28. TRUTH -IN -NEGOTIATION CERTIFICATION, REPRESENTATION AND WARRANTY: Contractor hereby certifies, represents and warrants to the City that on the date of Contractor's execution of this Agreement, and so long as this Agreement shall remain in full force and effect, the wage rates and other factual unit costs supporting the compensation to Contractor under this Agreement are and will continue to be accurate, complete, and current. Contractor understands, agrees and acknowledges that the City shall adjust the amount of the compensation and any additions thereto to exclude any significant sums by which the City determines the contract price of compensation hereunder was increased due to inaccurate, incomplete, or non -current wage 11 City of Miami, Florida rates and other factual unit costs. All such contract adjustments shall be made within one (1) year of the end of this Agreement, whether naturally expiring or earlier terminated pursuant to the provisions hereof. 29. FOREIGN COUNTRY OF CONCERN ATTESTATION Pursuant to § 287.138, F.S., a governmental entity may not enter into, extend, or renew a contract with an entity that would give access to an individual's personal identifying information if: A. The entity is owned by the government of a foreign country of concern; B. The government of a foreign country of concern has a controlling interest in the entity; or C. The entity is organized under the laws of, or has its principal place of business in, a foreign country of concern. If this Agreement involves access to an individual's personal identifying information, Contractor shall execute and submit to the City an affidavit in compliance with § 287.138, F.S., attached and incorporated herein as "Foreign Country of Concern Attestation." Failure to comply entitles the City to suspend or terminate this Agreement immediately and without prior notice, and the City shall have no liability to Contractor for any additional, consequential, or incidental damages arising therefrom. 30. ANTI -HUMAN TRAFFICKING: The Contractor confirms and certifies that it is not in violation of Section 787.06, Florida Statutes, and that it does not and shall not use "coercion" for labor or services as defined in Section 787.06, Florida Statutes. The Contractor shall execute and submit to the City an Affidavit, of even date herewith, in compliance with Section 787.06(13), Florida Statutes, attached an incorporated herein as "Anti -Human Trafficking Affidavit". If the Contractor fails to comply with the terms of this Section, the City may suspend or terminate this Agreement immediately, without prior notice, and in no event shall the City be liable to Contractor for any additional compensation or for any consequential or incidental damages. 31. VENDOR LISTS The following lists are maintained by the Florida Department of Management Services and are available at https://www.dms.myflorida.com/. By entering into this Agreement, Contractor affirms it is not included in any of the following lists. Convicted Vendor List. Pursuant to § 287.133, F.S., "[a] person or affiliate who has been placed on the convicted vendor list following a conviction for a public entity crime may not submit a bid, proposal, or reply on a contract to provide any goods or services to a public entity; may not submit a bid, proposal, or reply on a contract with a public entity for the construction or repair of a public building or public work; may not submit bids, proposals, or replies on leases of real property to a public entity; may not be awarded or perform work as a contractor, supplier, subcontractor, or consultant under a contract with any public entity; and may not transact business with any public entity in excess of the threshold amount provided in s. 287.017 for CATEGORY TWO for a period of 36 months following the date of being placed on the convicted vendor list." Discriminatory Vendor List. Pursuant to § 287.134, F.S., "[a]n entity or affiliate who has been placed on the discriminatory vendor list may not submit a bid, proposal, or reply on a contract to provide any goods or services to a public entity; may not submit a bid, proposal, or reply on a contract with a public entity for the construction or repair of a public building or public work; may not submit bids, proposals, or replies on leases of real property to a public entity; may not be 12 City of Miami, Florida awarded or perform work as a contractor, supplier, subcontractor, or consultant under a contract with any public entity; and may not transact business with any public entity." Antitrust Violator Vendor List. Pursuant to § 287.137, F.S., "[a] person or an affiliate who has been placed on the antitrust violator vendor list following a conviction or being held civilly liable for an antitrust violation may not submit a bid, proposal, or reply for any new contract to provide any goods or services to a public entity; may not submit a bid, proposal, or reply for a new contract with a public entity for the construction or repair of a public building or public work; may not submit a bid, proposal, or reply on new leases of real property to a public entity; may not be awarded or perform work as a contractor, supplier, subcontractor, or consultant under a new contract with a public entity; and may not transact new business with a public entity." Forced Labor Vendor List. Pursuant to § 287.1346, F.S., "[a]n agency may not accept a bid, proposal, or reply from; award a contract to; or transact business pertaining to the provision of commodities with a company on the forced labor vendor list, or an entity under the control of such company, for a period of 365 days after the date the company was placed on the list unless the company is removed from the list pursuant to paragraph (5)(d)." Suspended Vendor List. Pursuant to § 287.1351, F.S., "[a]n agency may not accept a bid, proposal, or reply from, or enter into or renew any contract with, a vendor on the suspended vendor list until such vendor has been removed from the suspended vendor list and returned to the vendor list maintained by the department pursuant to s. 287.042(1)(a) and (b) and the vendor has reimbursed the agency for any re -procurement costs." 32. SCRUTINIZED COMPANIES LISTS The following lists are maintained by the Florida State Board of Administration and are available at https://www.sbafla.com/. Scrutinized Companies that Boycott Israel List. Pursuant to § 287.135, F.S., by entering into this Agreement, the Contractor certifies that it is not participating in a boycott of Israel. Scrutinized Companies with Activities in Sudan and in Iran Terrorism Sectors Lists; Business Operation in Cuba and Syria. Pursuant to § 287.135, F.S., if this Agreement is valued at one million dollars ($1,000,000) or more, by entering into this Agreement, the Contractor certifies that it is not on the Scrutinized Companies with Activities in Sudan List or the Scrutinized Companies with Activities in Iran Terrorism Sectors List and that it does not have business operations in Cuba or Syria. 33. COUNTERPARTS, ELECTRONIC SIGNATURES: This Agreement may be executed in any number of counterparts, each of which so executed shall be deemed to be an original, and such counterparts shall together constitute but one and the same Agreement. 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. 34. E-VERIFY: By entering into this Agreement, the Contractor and its subcontractors are jointly and severally obligated to comply with the provisions of Section 448.095, Florida Statutes, as amended, titled "Employment Eligibility." The Contractor affirms that (a) it has registered and uses the U.S. Department of Homeland Security's E-Verify system to verify the work authorization status of all new employees of the Contractors; (b) it has required all subcontractors to this Agreement to 13 City of Miami, Florida register and use the E-Verify system to verify the work authorization status of all new employees of the subcontractor; (c) it has an affidavit from all subcontractors to this Agreement attesting that the subcontractor does not employ, contract with, or subcontract with, unauthorized aliens; and (d) it shall maintain copies of any such affidavits for the duration of the Agreement. Registration information is available at: http://www.uscis.gov/e-verify. If City has a good faith belief that Contractor has knowingly violated Section 448.09(1), Florida Statutes, then City shall terminate this Agreement in accordance with Section 448.095(5)(c), Florida Statutes. In the event of such termination, the Contractor agrees and acknowledges that it may not be awarded a public contract for at least one (1) year from the date of such termination and that Contractor shall be liable for any additional costs incurred by the City because of such termination. In addition, if City has a good faith belief that a subcontractor has knowingly violated any provisions of Sections 448.09(1) or 448.095, Florida Statutes, but Contractor has otherwise complied with its requirements under those statutes, then Contractor agrees that it shall terminate its contract with the subcontractor upon receipt of notice from the City of such violation by subcontractor in accordance with Section 448.095(5)(c), Florida Statutes. Any challenge to termination under this provision must be filed in the Circuit or County Court by the City, Contractor, or subcontractor no later than twenty (20) calendar days after the date of Agreement termination. 35. ENTIRE AGREEMENT: This instrument and its exhibits constitute the sole and only agreement of the parties relating to the subject matter hereof and correctly set 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 this Agreement are of no force or effect. 14 City of Miami, Florida IN WITNESS WHEREOF, the parties hereto have caused this instrument to be executed by their respective officials thereunto duly authorized, this the day and year above written. "Contractor" MORRIS & MCDANIEL, INC. ATTEST: A FORIGN PROFIT CORPORATION BY:� f1►�4 CPCJC.�C NAME: Roger McMillin, J.D. TITLE: Vice President (Corporate ,t5,e'61)u t 1 Wrrrrf,,,� &' MCQ tfrir Op,PD,9 'v �= St: a-,._ • �}— SEAL a��1CTH C�''���`'�~• �''���rrrr� i ntiti����r ATTEST: BY: PI, NAME: David M. Morris, Ph.D., J.D., MBA TITLE: President "City" Signed by: THE CITY OF MIAMI, A MUNICIPAL �___,....,,.... CORPORATION OF THE STATE OF FLORIDA CDocu5lgnetl by BY: �—_ E.T, SDOUG1-1.9 Todd B. Hannan City Clerk BY: Signed by: James Reyes City Manager APPROVED AS TO LEGAL FORM AND APPROVED AS TO INSURANCE CORRECTNESS: REQUIREMENTS: BY: n,t,a ,Slgnetl by: // MU( leert�✓?^b��sana� III BY: web, b George K. Wysong III Matter ID 26-1530 ,--Docusignetl by: Fraud, Amu"? David Ruiz City Attorney Interim Director of Risk Management 15 City of Miami, Florida EXHIBIT A SCOPE OF SERVICES 16 CITY OF MIAMI FIRE RESCUE DEPARTMENT DESIGN, ADMINISTER, SCORE, AND SUPPORT CHALLENGES AND APPEALS FOR PROMOTIONAL EXAMINATION PROCESSES FOR THE RANKS OF CHIEF FIRE OFFICER, FIRE CAPTAIN, AND FIRE LIEUTENANT Submitted to: Chief Steve Perez Assistant Fire Chief Miami Fire Rescue Department Division of Professional Standards C� Morris & McDaniel, Inc. Management Consultants David M. Morris, Ph.D., J.D., President TABLE OF CONTENTS LETTER OF TRANSMITTAL 2 EXECUTIVE SUMMARY 4 UNDERSTANDING OF THE PROJECT 5 PROPOSED APPROACH 6 PROJECT MANAGEMENT AND TIMELINE/DELIVERABLES 16 QUALIFICATIONS AND EXPERIENCE 18 CLIENT REFERENCES 21 KEY DIFFERENTIATORS 22 PRICE SUBMITTAL INFORMATION 24 PROFESSIONAL RESUMES Appendix A Morris & McDaniel, Inc. 1 Morris & McDaniel, Inc. Management Consultants April 2, 2026 Dear Selection Committee / City of Miami Procurement Team, 117 S. Saint Asaph Street Alexandria, VA 22314 Telephone: (703) 836-3600 Facsimile: (703) 836-4280 www.morrisandmcdaniel.com On behalf of Morris & McDaniel, we are pleased to submit our proposal to provide promotional testing services for Miami Fire Rescue for the ranks of Fire Lieutenant, Fire Captain, and Chief Fire Officer. For nearly 50 years, Morris & McDaniel has been a trusted leader in the design and delivery of legally defensible personnel assessment processes, particularly within the public safety sector. Under the leadership of Dr. Morris —who holds a Ph.D., Juris Doctor, and Master's degree in Business —our firm has earned a national reputation as a premier provider of assessment services grounded in both technical rigor and legal defensibility. Dr. Morris has served as an expert in numerous legal proceedings and has supported agencies across the country and internationally, reinforcing our standing as a go -to firm for high -stakes promotional processes. Our team brings deep and sustained expertise to this project. Our four Vice Presidents collectively contribute more than 75 years of experience, and our Directors and Senior Consultants each bring over a decade of tenure with the firm. This level of experience and continuity ensures that Miami Fire Rescue will benefit from seasoned professionals who understand both the technical and operational demands of promotional testing. We have successfully partnered with hundreds of fire departments —ranging from small agencies to large metropolitan organizations —to develop and administer promotional processes similar in scope and complexity to those outlined in this request. Our experience includes work with agencies such as Atlanta Fire Rescue, Palm Beach County Fire Rescue, Houston Fire Department, Dallas Fire -Rescue, and Austin Fire Department. Through this work, we have developed a deep understanding of fire service culture and the competencies required for effective leadership at each rank. While many firms are capable of providing assessment services, Morris & McDaniel distinguishes itself through an unwavering commitment to client service. We are known for going above and beyond in responsiveness, communication, and partnership. We take pride in being highly accessible, proactive in addressing challenges, and fully engaged with our clients throughout every phase of the process. Our goal is not simply to deliver a product, but to ensure a smooth, transparent, and trusted experience for all stakeholders. Morris & McDaniel, Inc. 2 We are confident that our combination of technical expertise, legal defensibility, fire service experience, and exceptional client service uniquely positions us to support Miami Fire Rescue in delivering a fair, credible, and defensible promotional process. We appreciate the opportunity to submit this proposal and look forward to the possibility of partnering with the City of Miami. Please feel free to contact us if additional information is needed. Sincerely, David M. Morris, Ph.D., J.D., MBA President Morris & McDaniel, Inc. kim@morrisandmcdaniel.com Morris & McDaniel, Inc. 3 EXECUTIVE SUMMARY Morris & McDaniel is pleased to submit this proposal to provide comprehensive promotional testing services for Miami Fire Rescue (MFR) for the ranks of Fire Lieutenant, Fire Captain, and Chief Fire Officer. Our approach delivers valid, reliable, fair, and legally defensible assessment processes aligned with professional standards and the City's requirements. We combine industrial -organizational psychology expertise, fire service subject matter knowledge, and secure testing operations to ensure examinations that are job -related, transparent, and operationally relevant. We are committed to supporting MFR through design, administration, scoring, reporting, and appeals, while maintaining the highest standards of security, compliance, and defensibility. Morris & McDaniel, Inc. 4 UNDERSTANDING OF THE PROJECT The City of Miami seeks a qualified provider to: • Design and administer multi -component promotional exams • Ensure job -relatedness and legal defensibility • Provide secure, standardized testing processes • Deliver transparent scoring and appeals procedures • Support audit, legal, and public records requirements The exams will be conducted on a staggered timeline: • Chief Fire Officer — April 2027 • Fire Captain — May 2027 • Fire Lieutenant — June 2027 Our proposal fully aligns with these requirements and emphasizes technical rigor, operational practicality, and stakeholder confidence. Morris & McDaniel, Inc. 5 PROPOSED APPROACH The goal of this project is to develop valid, defensible promotional procedures for Miami Fire Rescue Department. We shall design assessment procedures which are: Legally Defensible, giving deference to the requirements of the Uniform Guidelines on Employee Selection Procedures and the requirements of the Miami Personnel Rules and Regulations, where applicable. Professionally Defensible, giving deference to the requirements of the professional psychological standards, specifically the Standards for Educational and Psychological Testing and the American Psychological Association, (Division 14) Principles Validation and Use of Personnel Selection Procedures: Fifth Edition. • Reliable, demonstrating high consistency in results and freedom from random error. Job Related and Valid, using job analysis, KSA identification, knowledge source identification, linking sources to KSAs and to tasks, deriving performance and management dimensions, and developing professional quality tests, assessment exercises, and past performance evaluations. Fair, providing each candidate with a clear perception of equal opportunity to compete on the basis of their relative qualifications for promotional opportunities. • Efficient, being easy to administer and capable of accommodating the number of candidates for the tested ranks. Administratively Feasible in terms of the development and long-term human and fiscal compatibility with the time frames and operational cycles for the establishment of a certified list of eligibles for the tested rank. Our overall goal is to produce an assessment system meeting these criteria. Morris & McDaniel, Inc. has over (49) years of professional experience in providing the kind of services requested. We have the corporate financial capabilities, and a professional staff which possesses the education and professional experience, to successfully complete your requested testing services. Morris & McDaniel, Inc. 6 We claim as confidential by virtue of being a "trade secret" as defined by the following information: The portion of our proposal that sets out the Proposed Methodology we would use to accomplish the objectives set out in the MFR's request. The rationale is that the description of our methodology is beyond question a compilation of information used in our business that was uniquely developed by our company and which provides a business advantage over those who do not know it; it also being a process or procedure used by our company "irrespective of novelty." Note: Morris & McDaniel, Inc. does not wish to disclose our firm's methodology outside the scope of the proposal review by the proposal decision -makers in the Miami Fire Rescue Department. The information in this section is proprietary and confidential - Pages 7-16. 1. PROJECT PLANNING SESSION (ORIENTATION MEETING) Within the first five (5) days following the award of the project, the project team of Morris & McDaniel will discuss the project proposal with the Miami Fire Rescue Department's project members and decision -makers. The purpose of these discussions will be to: a. become acquainted with the organizational structure and management philosophy in regard to a new promotional process through discussions and collection of relevant material (e.g., job analyses, information regarding the positions); b. identify all staff who will be involved in or affected by the project, and plan to include those individuals in the information gathering and information flow process; c. confer with the project management staff and obtain reactions to the proposed methodology; and d. discuss options for meeting selection procedure goals and determine the Department's preferences. Based upon these preliminary discussions, our project team will refine a comprehensive work plan describing all tasks and subtasks for the project and designating all personnel (Department and Contractor) to each activity. This detailing of the work plan will help clarify the roles of all those involved. This will help ensure the timely completion of all project phases and anticipate potential problems. 2. JOB ANALYSIS AND TEST BLUEPRINTING A critical foundation of our approach is ensuring that all promotional assessments are firmly grounded in the actual requirements of each rank within Miami Fire Rescue. To achieve this, we will begin by conducting a comprehensive review of existing job analysis documentation for Fire Lieutenant, Fire Captain, and Chief Fire Officer positions. Where current analyses remain valid and up to date, we will confirm Morris & McDaniel, Inc. 7 alignment between documented duties and present-day operational expectations. Where gaps or evolving responsibilities are identified, we will conduct targeted job analysis updates to ensure the assessment process reflects the current realities of each role. This process will involve structured engagement with subject matter experts (SMEs) representing both labor and management to ensure a balanced and credible perspective. SMEs will participate in workshops and structured surveys designed to identify and rate critical job tasks, knowledge areas, skills, and abilities required for successful performance. Particular emphasis will be placed on distinguishing between entry-level competence at each promotional rank and the more complex decision - making, leadership, and administrative responsibilities expected as personnel advance. The results of the job analysis will directly inform the development of detailed and defensible test blueprints for each assessment component, including the Technical Knowledge Test (TKT), Situational Judgment Test (SJT), oral board exercises, and the Chief Fire Officer in -basket. Each blueprint will clearly document the content domains to be assessed, the relative weight assigned to each domain, and the number and type of items or exercises aligned to those domains. In addition, the blueprints will specify expected levels of cognitive complexity, ensuring that assessments appropriately measure not only recall of knowledge but also judgment, application, and leadership decision -making. Throughout this process, we will maintain clear documentation linking job analysis findings to all elements of the assessment design. This linkage provides the evidentiary basis for demonstrating job -relatedness and supports compliance with the Uniform Guidelines on Employee Selection Procedures and other applicable professional standards. The final blueprint documents will serve as both a development roadmap and a defensibility tool, ensuring transparency, consistency, and alignment between job requirements and assessment content. 3. TEST DEVELOPMENT Our test development process is designed to produce assessments that are not only technically sound but also operationally relevant and clearly job -related. Each component of the promotional process will be developed in strict alignment with the approved source materials, Miami Fire Rescue policies, and the expectations of each rank. For the Technical Knowledge Test (TKT), all items will be constructed verbatim from approved reading sources as required. We will work closely with the Miami Fire Rescue Book Committee to ensure full compliance with all directives regarding inclusions, exclusions, and approved excerpts. Each item will include detailed citation documentation identifying the exact source, edition, and location of the referenced material. This level of traceability ensures both transparency and defensibility. Morris & McDaniel, Inc. 8 Additionally, we will conduct empirical timing analyses to establish and justify appropriate time -per -item standards, with particular attention to meeting the requirement of less than 2.7 minutes per open -book question. The Situational Judgment Test (SJT) will be developed using realistic, scenario -based items that reflect the types of decisions candidates are expected to make in the field. These items will not be verbatim but will instead simulate authentic operational and supervisory situations aligned with Miami Fire Rescue practices. Scenarios will be written to assess judgment, prioritization, leadership, and policy application, with careful attention to clarity, realism, and fairness. Performance -based assessments for Fire Captain and Chief Fire Officer will include structured exercises such as Incident Command, Group Presentation, and Subordinate Counseling. Each exercise will be supported by standardized prompts, clearly defined evaluation criteria, and detailed scoring rubrics. For Chief Fire Officer candidates, the in -basket exercise will simulate complex administrative and operational challenges, requiring candidates to demonstrate strategic thinking, written communication, and executive -level decision -making. All assessment materials will undergo rigorous internal review processes to ensure clarity, consistency, and freedom from bias. We will also facilitate subject matter expert review sessions to validate the content, confirm job relevance, and verify scoring accuracy. This multi -layered development process ensures that all components meet high professional standards and are defensible under scrutiny. 4. DEVELOP AND CONDUCT CANDIDATE ORIENTATION SESSIONS FOR THE PROMOTIONAL PROCESS Morris & McDaniel is a strong advocate of candidate orientation briefings. We find that these sessions "level the playing field" and highly recommend all eligible candidates attend an orientation session. If some candidates have had previous experience with a particular promotional assessment process, they have a potential advantage due to familiarity with the approach. By giving all candidates information about the assessment process, we eliminate errors that are referred to as methodological variance (resulting from some candidates being familiar with the process, while others are not). We also believe that candidate orientation sessions are beneficial in reducing adverse impact. Professional psychological standards provide guidance on candidate and test taker orientation as do the Guidelines and Ethical Considerations for Assessment Center Operations. Morris & McDaniel has over 49 years of experience in developing and conducting candidate orientation sessions for written tests and promotional performance -based assessment programs. Morris & McDaniel, Inc. 9 The following outline is a sample of the topics covered in candidate orientations for a promotional system with some form of a performance -based assessment (i.e., oral boards, assessment centers). Candidates are provided with information on the following topics: • Overview of the Examination Plan with Test Dates, Times and Locations • Test Security • Test Components/Content • Written Exam information • Performance -Based Assessment - Informed Participation - What is a Performance -Based Assessment? - History of Performance -Based Assessments - Performance -Based Assessment Dimensions - Scoring the Performance -Based Assessment - Performance -Based Assessment Exercises - Administrative Logistics • Preparation Strategies for Written Exams and Performance -Based Exercises • Rules of Conduct • Overall Helpful Suggestions We have found these candidate orientation sessions to be effective in reducing candidate anxiety regarding the assessment process. They help candidates to perform at their maximum capability and ensure that they have adequate knowledge regarding the Departments' policies and procedures for the promotional process. The Guidelines and Ethical Considerations for Assessment Center Operations (May 4, 2000) support "Informed Participation" on the part of the candidates. They state, "The organization is obligated to make an announcement prior to assessment so that the participants will be fully informed about the program. The following basic information should be given to all prospective participants:" 1. The objectives of the program and the purpose of the performance -based exercise. 2. How individuals are selected to participate in the performance -based assessment exercises. 3. Any options the individual has regarding the choice of participating in the assessment exercises as a condition of employment, advancement, development, etc. 4. General information on the assessor staff, including composition and assessor training. 5. What assessment exercise materials are collected and maintained by the organization. 6. How the assessment exercise results will be used, and the length of time the assessment results will be maintained on file. 7 When and what kind of feedback will be given the participants. Morris & McDaniel, Inc. 10 8. The procedure for reassessment (if any). 9. Who will have access to the assessment exercise reports and under what conditions? 10. Who will be the contact person responsible for the records? Where will the results be stored?" 5. ADMINISTRATION AND LOGISTICS The successful administration of promotional assessments requires precise coordination, standardized procedures, and strict adherence to security protocols. Our approach ensures that all aspects of the testing process are conducted in a consistent, fair, and controlled manner. For written examinations, we will implement secure printing, handling, and transportation procedures that maintain the integrity of all materials. Proctors will be thoroughly trained using standardized administration protocols to ensure consistency across all testing sessions. Candidate check -in procedures will include identity verification and coordination with Human Resources to implement approved accommodations in compliance with ADA requirements. Throughout the administration process, we will maintain strict chain -of -custody documentation and ensure that all materials, including scratch paper, are securely accounted for and properly disposed of after testing. For oral board exercises, we will design and manage a structured testing environment that supports both standardization and security. Candidate flow will be carefully coordinated using sequestration procedures to prevent content sharing and maintain exam integrity. Each exercise will be administered consistently, with non -interactive formats for Incident Command and Group Presentation exercises, and a structured, scripted approach for Subordinate Counseling exercises using trained role players. We will also implement comprehensive audio-visual recording protocols, utilizing multiple recording devices to ensure redundancy and reliability. Pre -test technical checks will be conducted prior to each session, and backup equipment and contingency plans will be in place to address any unexpected issues. This structured approach ensures a smooth testing experience while preserving the integrity and defensibility of the process. Morris & McDaniel brings extensive experience in the design and administration of complex promotional assessment processes, including those that closely mirror the structure, sequencing, and operational requirements outlined in this Scope of Work. Having conducted assessments for hundreds of fire departments nationwide, we are highly familiar with managing the full testing lifecycle—from candidate check -in and preparation periods to the coordinated delivery of multiple exercises within a single testing day. Morris & McDaniel, Inc. 11 We are fully comfortable implementing structured testing schedules and managing candidate flow to ensure efficiency, consistency, and security. Our team has successfully administered multi -exercise assessment processes that include preparation periods, timed rotations, and sequestration protocols, all while maintaining a controlled and standardized environment for every candidate. This experience allows us to anticipate logistical challenges and execute testing events that run smoothly and on schedule. As part of our comprehensive service delivery, Morris & McDaniel provides all required audio-visual and recording equipment, eliminating the need for the City to source or manage these resources. Our setup includes redundant recording systems to ensure reliability and continuity, along with pre -test technical checks and on -site support to address any issues in real time. We strongly recommend and prioritize the use of video -based assessment processes for performance -based exercises. Video -based assessments provide a level of standardization and fairness that is difficult to achieve through live -only evaluations. Each candidate is assessed under consistent conditions, with recordings capturing the full performance for accurate evaluation and review. This approach reduces variability and enhances scoring reliability across assessor panels. In addition, video recording provides a critical layer of security and defensibility. Recordings create a permanent, objective record of candidate performance, which is essential for score verification, quality control, and the administration of appeals. This level of documentation significantly strengthens the integrity of the process and provides protections that live -only assessments cannot offer. Overall, our experience, resources, and structured approach ensure that all assessment activities are conducted in a manner that is efficient, standardized, secure, and fully defensible, while also providing a fair and consistent experience for all candidates. 6. ASSESSOR SELECTION AND TRAINING Morris & McDaniel recognizes the importance of a well -trained cadre of assessors to ensure the successful operation of public safety performance -based assessment programs. It is understood that the consultant will obtain the assessors and scoring location for the tested rank, and that costs associated with assessor scoring (to include food, travel, lodging, and compensation) is our responsibility.. Morris & McDaniel gives deference to the procedures outlined for assessor training in the Guidelines and Ethical Considerations for Assessment Center Operations. Morris & McDaniel, Inc. recommends a diverse group of assessors, equal to the tested rank or higher and including ethnic, racial, and gender diversity, be recruited and trained to rate and assess the tested ranks. We will conduct a one and one-half to two - Morris & McDaniel, Inc. 12 day training session for the assessors immediately prior to the assessment scoring activities. During the training and scoring activities, each assessor will receive a written reference manual (assessor manual) for use and study and will be evaluated to determine his or her ability to: 1. Recognize, observe, and report the behaviors measured in the exercise; 2. Classify behaviors into the appropriate dimensions; and 3. Score the performance -based exercise. The performance -based exercises will be assessor scored using consensus procedures and the following scale: 7 - 6.1 Superior 6 - 5.1 Very Good 5 - 4.1 Good 4 - 3.1 Clearly Competent 3 - 2.1 Needs Some Improvement 2 - 1.1 Needs Considerable Improvement 1 - 0.1 Poor A seven -point scale is used to provide for adequate range. The scores are typically converted to a 100 point scale. During the training session, the assessors will participate in a mock performance assessment to ensure that they have obtained a thorough knowledge and understanding of the assessment techniques used and of the dimensions being assessed. Their participation in this mock center will help them to acquire skill in behavior observation and recording, as well as thorough knowledge of the evaluation and rating procedures. Assessors will also become acquainted with the assessment policies and practices of the Miami Fire Rescue's assessment program. Candidates' videos are always observed and evaluated by assessors in a collaborative process. For each exercise, a minimum of one (1) team of three (3) assessors will score each candidate testing for a specific rank. No one (1) assessor will be responsible for solely observing or evaluating candidates on any exercise. Morris & McDaniel staff has years of experience assisting in and recruiting assessors from departments across the United States and planning and scheduling the recommended number of assessors for the number of candidates testing. 7. MONITORING THE ASSESSMENT SCORING PROCEDURES We will remain on -site to conduct assessor training and monitor the assessors' scoring activities after the performance -based exercises have been administered. The length of time for scoring varies depending on the actual number of candidates and type and number of exercises, but we will assume several days of assessing will be required. Morris & McDaniel, Inc. 13 8. CANDIDATE FEEDBACK Morris & McDaniel proposes to provide each candidate with individual written feedback reports as requested, to include individual score summaries for each candidate comparing candidate test performance across each test component and in the entire test process to the average performance of the test -taker group across the same categories. Written feedback will consist of providing each candidate with the overall score and with a skills profile. This will indicate the areas in which he/she excelled, (strengths) and the areas where there are developmental needs (weaknesses). It is recommended that candidates be given the opportunity to review their submissions and feedback reports. It has been Morris & McDaniel's experience that acceptance of the assessment process is enhanced by providing candidates with feedback on their performance in the assessment programs. 9. APPEALS AND REVIEW PROCESS We recognize that a transparent and well -structured appeals process is essential to maintaining candidate trust and ensuring fairness. Our approach provides comprehensive support for both written exam challenges and oral board appeals. For written examinations, we will support the City's established challenge process by reviewing all candidate submissions, preparing technical responses, and implementing any approved scoring adjustments. All decisions and outcomes will be fully documented to maintain a clear audit trail. For oral board assessments, we will administer a structured, multi -phase appeals process in coordination with Human Resources. Candidates will have the opportunity to review recordings of their own performance in a secure and supervised environment. Following this review, candidates may submit written appeals identifying specific concerns related to scoring. We will manage the intake, tracking, and documentation of all appeals and provide technical support throughout the labor-management screening process. When appeals proceed to a second review, we will coordinate the reconvening of trained assessor panels, ensuring that panel composition meets all required standards and that members receive specialized training for the appeal review process. If a material scoring error is identified, the exercise will be rescored in accordance with established procedures, and the final determination will be documented and communicated. This structured approach ensures fairness, consistency, and defensibility at every stage of the review process. This second review process, developed by Dr. Morris, reflects his role as a pioneer in the field and further demonstrates Morris & McDaniel's longstanding position as a forerunner in advancing assessment practices. Morris & McDaniel, Inc. 14 10. SECURITY, CONFIDENTIALITY, AND COMPLIANCE Maintaining the security and confidentiality of all assessment materials and candidate data is a central priority throughout the project. We will implement comprehensive security protocols designed to protect the integrity of the examination process at every stage. All test materials will be managed using strict chain -of -custody procedures, with controlled access, secure storage, and detailed tracking from development through final disposition. Printed materials will be produced using secure processes and packaged with tamper -evident controls. Digital data, including video recordings, will be stored using encrypted systems with restricted access and audit logging. Audio-visual recordings of oral board exercises will be captured using multiple devices to ensure redundancy and reliability. All recordings will be securely stored, time - stamped, and indexed for retrieval, with access limited to authorized personnel for approved purposes such as scoring reconciliation and appeals. We will ensure full compliance with all applicable federal, state, and local regulations, including ADA, FERPA, FLSA, and Florida public records requirements. In addition, all processes will align with the Uniform Guidelines on Employee Selection Procedures and recognized professional standards. Our approach ensures that all materials and records are maintained in a manner that supports audit, legal review, and public records obligations while safeguarding confidentiality. 11. PRESENTATION OF RESULTS Upon completion of the assessment scoring process, we shall present to the Department a list of eligible candidates for each rank. The rank -ordered lists may include candidate names, the score for each test component, overall scores, any weighted scores, and any other information the Department desires. Morris & McDaniel, Inc. 15 PROJECT MANAGEMENT AND TIMELINE/DELIVERABLES Effective project management is essential to delivering a complex, multi -phase promotional testing process on schedule, with consistency, and without compromising quality or security. Our approach is structured, proactive, and collaborative, ensuring that all project components are carefully coordinated from initiation through final deliverables. Upon contract award, we will initiate the project with a formal kickoff meeting involving key stakeholders from Miami Fire Rescue, Human Resources, and relevant City representatives. During this phase, we will confirm project scope, establish communication protocols, identify key milestones, and finalize roles and responsibilities. We will also develop and deliver a comprehensive Project Plan that includes a detailed timeline, risk management framework, communication strategy, and escalation procedures. The project will be organized into clearly defined phases, each with specific deliverables and review points to ensure alignment and quality control. The initial phase will focus on job analysis review and updates, followed by the development of test blueprints that establish the foundation for all assessment components. Once approved, we will proceed into test development, including item writing, scenario creation, and preparation of all assessment materials. Throughout this phase, we will conduct structured subject matter expert review sessions to validate content accuracy, job relevance, and clarity. As development progresses, we will simultaneously begin administration planning to ensure seamless execution. This includes coordinating logistics, securing testing locations, preparing materials, training proctors and assessors, and implementing all required security protocols. Special attention will be given to aligning resources and scheduling to support the City's staggered testing timeline for Chief Fire Officer, Fire Captain, and Fire Lieutenant examinations. In advance of each testing event, we will conduct final readiness reviews to confirm that all materials, personnel, and systems are prepared. These reviews include verification of test content, confirmation of staffing assignments, and completion of technical checks for audio-visual recording systems. This proactive approach minimizes risk and ensures smooth administration. The administration phase will be executed according to the approved schedule, with on -site project management oversight to coordinate all activities, address any issues in real time, and ensure adherence to standardized procedures. Immediately following each administration, we will implement scoring processes with built-in quality control measures and deliver required same -day results for written examinations. Following testing, we will transition into reporting and post -exam support. This includes delivering comprehensive score files, technical documentation, and all required Morris & McDaniel, Inc. 16 materials for City records. We will also manage all aspects of the appeals and review process in coordination with Human Resources, ensuring that timelines for candidate review, appeal submission, and resolution are strictly followed. The overall project timeline is carefully aligned with the scheduled examination dates — April 2027 for Chief Fire Officer, May 2027 for Fire Captain, and June 2027 for Fire Lieutenant —and is structured to allow sufficient time for development, review, and quality assurance prior to each administration. Our phased approach ensures that lessons learned from earlier administrations can be applied to subsequent processes, further enhancing quality and efficiency. Throughout the project, we will maintain regular communication with stakeholders through scheduled status updates, progress reports, and milestone reviews and deliverables. This ensures transparency, allows for timely decision -making, and supports a strong partnership with Miami Fire Rescue. We will provide all required deliverables, including: • Job analysis documentation • Test blueprints • Administration and logistics plans • Recorded oral board sessions • Score files and audit documentation • Technical validation reports • Appeals documentation and audit trails Morris & McDaniel, Inc. 17 QUALIFICATIONS AND EXPERIENCE Morris & McDaniel brings an exceptional combination of technical expertise, legal defensibility, and extensive fire service experience that uniquely positions our firm to successfully deliver the promotional testing services outlined in this Scope of Work. Our firm is led by Dr. Morris, who holds a Ph.D., a Juris Doctor, and a Master's degree in Business. With nearly 50 years of experience as the owner of Morris & McDaniel, Dr. Morris has established the firm as a nationally recognized leader in personnel assessment and selection. His rare combination of advanced academic credentials and legal expertise provides a critical advantage in ensuring that all assessment processes are not only valid and job -related, but also fully defensible in high -stakes legal and administrative environments. Dr. Morris has served as an expert in numerous legal cases and has consulted on assessment processes across the United States and internationally, further reinforcing the firm's reputation as a trusted authority in this field. Morris & McDaniel is widely regarded as a premier, go -to firm for legally defensible assessment processes, particularly within the public safety sector. Our work is grounded in strict adherence to the Uniform Guidelines on Employee Selection Procedures and leading professional standards, and we consistently support our clients through challenges, appeals, and litigation when necessary. Our leadership team includes four Vice Presidents with a combined 75 years of experience, providing deep institutional knowledge and continuity across all phases of project delivery. In addition, all Directors and Senior Consultants within the firm have ten or more years of tenure, ensuring that every project benefits from seasoned professionals with extensive experience in assessment design, administration, and validation. This level of staff stability is a key differentiator and contributes directly to the consistency, quality, and reliability of our work. We have successfully designed and administered promotional assessments for hundreds of fire departments, ranging from small agencies to some of the largest and most complex fire organizations in the country. Our experience includes developing written examinations, assessment centers, and executive -level exercises that closely mirror the requirements outlined in this proposal. Representative clients include: • Atlanta Fire Rescue • Palm Beach County Fire Rescue • Houston Fire Department • Dallas Fire -Rescue • Austin Fire Department Through this extensive experience, we have developed a deep understanding of fire service culture, operational demands, and leadership expectations at each rank. This Morris & McDaniel, Inc. 18 allows us to design assessments that are not only technically sound, but also credible and meaningful to candidates and stakeholders. Equally important, our firm is known not only for the quality and defensibility of our work, but for our exceptional service orientation and commitment to our clients. While many firms are capable of delivering assessment services, Morris & McDaniel has built its reputation on going above and beyond in responsiveness, partnership, and client support. We take a proactive approach to communication, anticipate challenges before they arise, and remain highly accessible throughout every phase of the project. Our clients consistently rely on us not just as a vendor, but as a trusted partner —one who is invested in their success, responsive to their needs, and committed to delivering a smooth, transparent, and professionally executed process. Whether coordinating with Human Resources, supporting subject matter experts, or addressing candidate concerns, we bring a level of attentiveness and professionalism that sets us apart. In summary, our firm offers a rare combination of long-standing leadership, legal expertise, technical rigor, exceptional client service, and proven fire service experience. This foundation ensures that Miami Fire Rescue will receive a promotional testing process that is fair, defensible, operationally relevant, and supported by a partner fully committed to their success. Morris & McDaniel, Inc. 19 Abbreviated Project Team of Managers and Technical Staff The project is supported by an abbreviated team of managers and technical staff, each serving key functional roles to ensure the quality, integrity, and defensibility of the assessment process. See Appendix C for full resumes of team. • David M. Morris, Ph.D., J.D. — Project Director and President Provides overall leadership and direction, including the design of the examination plan, oversight of the job analysis and assessment instruments, development of performance -based exercises, candidate orientation, administration of assessments, assessor training, monitoring of scoring activities, oversight of reports, and legal guidance as needed. • Roger H. McMillin, J.D. — Project Controller and Vice President of Operations Manages contractual obligations and legal considerations associated with the project. • Lana Whitlow, Ph.D. & Judith Thompson, M.Ed. — Senior Staff Consultants Assist with the development and quality assurance of assessment instruments and related reporting. • Mark Mincy, Ph.D. — Senior Staff Consultant Reviews and validates all statistical analyses. • Molly McDonald, B.A. — Director of Testing Manages the development of all written testing components. • Kimberly Anderson, M.S. — Vice President of Operations Oversees job analysis and design, development and administration of performance -based exercises. • Elizabeth Wilson, B.A. — Vice President of Client Services Establishes timelines with the client, ensures contractual obligations are met, and maintains ongoing client communication. • Jonathan Veldhorst, B.S. Designs performance -based exercises and coordinates assessment administration logistics. Morris & McDaniel, Inc. 20 CLIENT REFERENCES AUSTIN FIRE DEPARTMENT, AUSTIN, TEXAS 7537 Cameron Road —Austin, TX 78752 Contact: Battalion Chief Bob Nicks, Union Representative Local 765 IAFF, 512-217-3474, bob nicks@yahoo.com Services Provided from 2013 - Present: Entry -Level Firefighter: Conducted Transportability Study, developed, validated, and scored an entry-level firefighter written test, Candidate Profile Summary for Firefighters, and Structured Oral Process. Battalion Chief: Conducted job analysis, developed, validated, and scored written knowledge examinations and performance -based assessment exercises. Fire Captain: Conducted job analysis, developed, validated, and scored written knowledge examinations and performance -based assessment exercises. Fire Lieutenant: Conducted job analysis, developed, validated, and scored written knowledge examinations Fire Specialist: Conducted job analysis, developed, validated, and scored written knowledge examinations. HOUSTON FIRE DEPARTMENT, HOUSTON, TEXAS 611 Walker Street — Houston, TX 77002 Contact: Tameka Hardison, Houston Human Resources/Classified Testing 832-870-6623 tameka.hardison@houstontx.gov Services Provided from 2010 — Present Senior Fire Captain — Job Analysis, written knowledge test, situational judgment test, and performance —based assessment exercises and USERRA military make -ups Fire Captain — Job Analysis, written knowledge test, situational judgment test, and performance —based assessment exercises and USERRA military make -ups PALM BEACH COUNTY FIRE RESCUE and EMS, WEST PALM BEACH, FLORIDA 405 Pike Road, West Palm Beach, FL 33411 Contact: Deputy Fire Chief Kimberly Hude, 561-616-6923, krhude@pbcgov.org Services Provided from 2018 - Present: Battalion Chief: Conducted job analysis, developed, validated, and scored a written test and performance -based assessment exercises. Fire Captain: Conducted job analysis, developed, validated, and scored a written test and performance -based assessment exercises. Fire Lieutenant: Conducted job analysis, developed, validated, and scored a written test and performance -based assessment exercises. Entry -Level Firefighter - Conducted job analysis and administered an Structured Oral Process (SOP) Morris & McDaniel, Inc. 21 Key Differentiators Morris & McDaniel offers a distinct combination of experience, legal defensibility, fire service expertise, and unmatched client service that sets us apart from other providers in the promotional testing space. 1. Industry -Leading Legal Defensibility Our firm is widely recognized as a premier provider of legally defensible assessment processes. Under the leadership of Dr. Morris —who uniquely holds a Ph.D., Juris Doctor, and Master's degree in Business —we bring a rare integration of psychometric expertise and legal insight to every project. Unlike firms that address defensibility reactively, we embed it into every phase of the process, ensuring the City is fully prepared for challenges, appeals, or litigation from the outset. 2. Nearly 50 Years of Proven Experience With almost five decades in operation, Morris & McDaniel has successfully delivered high - stakes promotional assessments for hundreds of fire departments nationwide, including large and complex agencies such as Houston, Dallas, Austin, Atlanta, and Palm Beach County. This depth of experience allows us to anticipate challenges, apply best practices, and deliver a process that is both efficient and reliable. 3. Deep Fire Service Expertise We specialize in public safety promotional testing, with extensive experience designing assessments for Fire Lieutenant, Fire Captain, and Chief Fire Officer ranks. Our understanding of fire service culture, operational demands, and leadership expectations ensures that all assessment components are realistic, relevant, and credible to candidates and stakeholders. 4. Exceptional Leadership Stability and Expertise Our leadership team includes four Vice Presidents with a combined 75 years of experience, and all Directors and Senior Consultants bring ten or more years of tenure with the firm. This level of stability is rare in the industry and ensures that every project is supported by experienced professionals who have worked together extensively and deliver consistent, high -quality results. 5. Above -and -Beyond Client Service While many firms can provide testing services, Morris & McDaniel is known for its unmatched service orientation. We consistently go above and beyond in responsiveness, communication, and partnership, ensuring that our clients feel supported at every stage of the process. We are highly accessible, proactive in addressing issues, and committed to making the entire experience smooth, transparent, and successful. Our clients routinely view us not just as a vendor, but as a trusted partner invested in their success. 6. Transparent and Defensible Testing Processes We prioritize transparency and trust in every aspect of the assessment process: • Full item traceability to approved source materials • Clearly defined scoring and weighting methodologies • Structured and well -documented appeals processes • Same -day scoring with rigorous quality control Morris & McDaniel, Inc. 22 These practices reduce disputes, increase candidate confidence, and strengthen the overall credibility of the process. 7. High -Fidelity, Job -Relevant Assessments Our assessments are designed to reflect real -world fire service challenges, not abstract testing concepts. From scenario -based SJTs to executive -level in -basket exercises and structured oral boards, we create evaluations that measure the skills and judgment required for success at each rank. 8. Rigorous Assessor Training and Quality Control We implement a comprehensive approach to assessor selection, training, and calibration, ensuring: • Consistent application of scoring standards • Strong inter -rater reliability • Ongoing monitoring and quality assurance This focus on scoring integrity is critical to both fairness and defensibility. 9. Proven Appeals and Litigation Support Our experience extends beyond test delivery to supporting agencies through challenges, appeals, and legal proceedings. We provide detailed documentation, expert consultation, and, when necessary, testimony to defend the integrity of the assessment process. 10. Reliable, Secure, and Scalable Operations We implement industry -leading security protocols, including chain -of -custody controls, encrypted data management, and redundant recording systems. At the same time, our processes are scalable and adaptable, allowing us to support agencies of all sizes while maintaining consistency and quality. In combination, these differentiators position Morris & McDaniel as more than a service provider —we are a trusted, experienced, and highly responsive partner capable of delivering a promotional testing process that is defensible, credible, operationally relevant, and fully aligned with the needs of Miami Fire Rescue. Morris & McDaniel, Inc. 23 PRICE SUBMITTAL INFORMATION The information in this section is proprietary and confidential - Pages 24-26. Chief Officer Testing Phase Cost Planning/Job Analysis $15,000 Includes Planning meetings, SME meetings for Job analysis, job analysis reporting, and exam plan development and discussions Written In -Basket Development $9,000 Includes development of written in basket and virtual meetings with SMEs for review Written In -Basket Administration $19,000 Published copies of written in basket materials, administration of in basket, and travel costs associated with team Performance Based Assessment Development $17,500 Includes development of performance -based exercises and virtual meetings with SMEs for review Performance Based Assessment Administration $36,000 Published copies of assessment materials, all video and recording equipment, and travel costs associated with team Candidate Orientation $5400 Includes copy of prep guide and development of video —travel costs for one team member to facilitate Assessor Training and Scoring $15,000 Provide assessor training, monitor scoring, and handle all assessor questions Candidate Feedback, Appeals, and Second Review $10,295 Provide candidate scores and feedback for all components Final Report $2500 Professional Services $129,695 Assessor Costs $32,500 Total $162,195 Morris & McDaniel, Inc. 24 Captain Testing Phase Cost Planning/Job Analysis $15,000 Includes Planning meetings, SME meetings for Job analysis, job analysis reporting, and exam plan development and discussions Technical Knowledge Test (closed book) Development $9200 Includes development of test questions and SME review Technical Knowledge Test (open book) Development $9200 Includes development of test questions and SME review SJT Development $12.200 Includes development of test questions and SME review Technical Knowledge and Situational Judgment Test Administration $27,500 Published copies of all test materials, administration and scoring of exams, and travel costs associated with team Performance Based Assessment Development $17,500 Includes development of performance -based exercise and virtual meetings with SMEs for review Performance Based Assessment Administration $52,000 Published copies of assessment materials, all video and recording equipment, and travel costs associated with team Candidate Orientation $5400 Includes copy of prep guide and development of video —travel costs for one team member to facilitate Assessor Training and Scoring $15,000 Provide assessor training, monitor scoring, and handle all assessor travel/questions Candidate Feedback, Appeals, and Second Review $10,295 Provide candidate scores and feedback for all components Final Report $2500 Professional Services $163,607 Assessor Costs $38,500 Total $202,107 Morris & McDaniel, Inc. 25 Lieutenant Testing Phase Cost Planning/Job Analysis $15,000 Includes Planning meetings, SME meetings for Job analysis, job analysis reporting, and exam plan development and discussions Technical Knowledge Test (closed book) Development $9200 Includes development of test questions and SME review Technical Knowledge Test (open book) Development $9200 Includes development of test questions and SME review SJT Development $12.200 Includes development of test questions and SME review Technical Knowledge and Situational Judgment Test Administration $37,500 Published copies of all test materials, administration and scoring of exams, and travel costs associated with team Candidate Orientation $5400 Includes copy of prep guide and development of video — travel costs for one team member to facilitate Candidate Feedback and Appeals $10,295 Provide candidate scores and feedback for all components Final Report $2500 Total $89,107 ©© Morris & McDaniel, Inc. 26 APPENDIX A Morris & McDaniel, Inc. Professional Staff Resumes Morris & McDaniel, Inc. 27 se David M. Morris, Ph.D. Management Tel: (703) 944-9880 Email: morrisd@morrisandmcdaniel.com Yale School of PROFESSIONAL EXPERIENCE Morris & McDaniel, Inc. 1976 - Present Morris & McDaniel provides talent management services, with a primary focus in public safety. Guiding senior management on the creation and implementation of systems for staff development, compensation, retention and legal compliance, key clients include cities such as New York, Houston, and Chicago, and countries like Mexico, Iraq, and Uganda. Selected U.S. Project Experience • Developed written tests and conducted entry-level and/or promotional examinations for +250 public safety organizations in 28 States and D.C., from: California to New York, Massachusetts to Florida. • Primary testing supplier to the NYPD and FDNY, the largest civil service in the U.S.; designed and implemented tests for high stakes supervisory roles, including Fire Captain (726 candidates) in 2020; Police Sergeant, Lieutenant and Captain (12,000 candidates) in 2017; and Fire Lieutenant (2075 candidates) in 2015. • Devised a plan to increase diversity in the Philadelphia City Police in 1998. Tested +1000 entry-level recruits using a multiple-choice test combined with a structured oral process, resolving a years -long consent decree and the City's adoption of our procedures. • Designed new tests for New Haven, CT, after a 2009 Supreme Court ruling that the City's testing system for Fire Lieutenants and Captains was discriminatory (ratio of white to minority candidates passing was 2:1). Since 2015, testing shows no statical differences in the pass rate of white and minority candidates, increasing diversity in senior roles. • Designed a multiple-choice test and a structured oral process for the entry-level fire selection process for Austin, TX in 2014. Helped city successfully address racial discrimination challenges; Department of Justice voluntarily ended the consent decree after just four years. • Redesigned the entry-level selection procedures for Kansas City, MO, to increase diversity, so that today the black representation in the department matches the relevant labor market, and women make up 13% (3 times the national representation of women in the fire service). • Helped Houston redesign the promotional test for their fire department following the Bazile Court case in 2013, achieving greater diversity (increased Blacks in the passing list by 208%) and promotion of the best candidates regardless of ethnicity. Selected International Project Experience • Field tested innovative procedures evaluating police recruit honesty, October 2019, Mexico. Identified 5/44 recruits in San Louis Potosi and 13/106 recruits in Guanajuato for probationary monitoring based on susceptibility to cartel influence. • Developed and conducted entry-level police officer screening procedures for +40,000 candidates, for the Ugandan Police Force in 2014. New recruits accurately mirror the composition of Ugandan society and its +80 constituent tribes. • Developed and implemented a screening test for potential candidates for the Iraqi Police Morris & McDaniel, Inc. 28 Service. From 2004-2007, +400,000 candidates were tested and +70,000 were approved, none of whom went on to turn a weapon on a colleague or a coalition force member. ■ Invited by the Fijian Deputy Commissioner of National Police, Itendra Nair, to develop and conduct training to improve selection and promotions for first responders (police and fire) in 2019. To be completed post -pandemic. ■ Engaged with Afghan Minister of Interior, Hanif Atmar, and U.S. agencies in 2009 to develop an entry-level police force test focusing on cognitive abilities without requiring literacy. Project discontinued due to tribal tensions. ■ Invited by the South Sudanese Minister of Interior, Aleu Ayieny Aleu, to develop and conduct inter -tribal, job -related entry-level police officer screening and vetting procedures for the national police service. Project discontinued due to deterioration in the political stability of the country. Selected speaking engagements ■ Addressed 2013 INTERPOL General Assembly in Cartagena, Colombia on increasing diversity and strengthening police by improved selection and promotions (first non-public official keynote speaker). ■ Addressed seven FBI National Academy Associates Inc. Chapters' Retrainer conferences since 2013, on strengthening internal security through diversity and resolving internal threats. Conference sessions attended by Ministers of Interior and /or Defense in Nepal, Thailand, Cambodia, Senegal, Indonesia, and the United States. ■ Served as expert witness in +30 legal cases, from District to Federal District Court levels, and state courts providing testimony on matters relevant to legal compliance with prevailing statues. In the 1995 case Mulderrig & Hunter v. the City of Philadelphia, the judge cited the testimony Dr. Morris provided to be 'credible and controlling'. ■ Visiting Faculty at Harvard Medical School (2001): Contemporary Applications of Psychological Testing. EDUCATION Yale School of Management EMBA Class of 2024 Academy for International Law, The Hague, the Netherlands sessions Mississippi College School of Law Juris Doctorate University of Southern Mississippi Ph.D. Psychology, specialization in Industrial/Organizational Psychology Mississippi State University 1967 - 1969 Master's in Psychology (published first paper on psychology and immunology) Millsaps College, Jackson, Mississippi 1963 - 1967 Bachelor's in Psychology Morris & McDaniel, Inc. 1985, 1986, 1987 1976 1981 1972 - 1975 29 SELECTED HONORS & PROFESSIONAL MEMBERSHIPS International Public Management Association (IMPA) Certificate of Merit for Work in Iraq 2007 Service recognition certificates from Boston Police Commissioner and Georgia Chiefs of Police Association Member of the American Psychological Association, Division 14 (Industrial/Organizational Psychology) Member of the Society of Industrial and Organizational Psychology SELECTED PUBLICATIONS Professional Books (published by Lamar Publishing House, LLC) Maximum Performance in the Fire Service Assessment Center, 2008 Maximum Performance on Entry -Level Police Exams, 2004 Non -Professional Books (published by Lamar Publishing House, LLC) The Adventures of Rocky the Christmas Tree Owl, David M. Morris, 2021 The Art and Mythology of The Da Vinci Code, David M. Morris, 2004 Selected Published Tests The Multiple -Choice Management In -Basket Exercise. Morris & McDaniel, Inc.: Washington, D.C., 1990 National Police Entry -Level Examination. Morris & McDaniel, Inc.: Washington, D.C., 1990 National Firefighter Examination. Morris & McDaniel, Inc.: Washington, D.C., 1989 IPMA Entry -Level Firefighter Test. International Personnel Management Association: Alexandria, Virginia, 1987 SELECTED NEWS ARTICLES Saltzman, Amy. "Tactics for Managers - To Get Ahead, You May Have to Put on an Act." U.S. News & World Report, page 90 (May 13, 1991). Chivers, C.J. "From Court Order to Reality: A Diverse Boston Police Force." The New York Times, VOL. CL... No. 51, 713 (April 4, 2001). INTERESTS Retraced the steps of Marco Polo's iconic trip from Venice to inner Mongolia — overland, over 6 years Swam the Hellespont twice, swam across and rafted down the Mississippi River (Memphis to New Orleans) Studied the walks of Pericles in the Golden Age of Ancient Greece and retraced these journeys Morris & McDaniel, Inc. 30 JOSEPH F. NASSAR Vice -President Project Coordinator Education: 1976 Master of Public Administration, University of Mississippi. 1975 Bachelor of Science, Major: Criminal Justice, Delta State University. Work Experience: January, 1977 to Present Vice -President, Senior Staff Consultant, Morris & McDaniel, Inc., Management Consultants. April, 1980 to June, 1983 Instructor in the Business Administration Department, Phillips College, Jackson, Mississippi. July, 1976 to September, 1976 Administrative Intern, Governor's Office of Human Resources, Jackson, Mississippi. Consulting Experience: Developed and conducted promotional examinations and assessment centers for the ranks of Law Enforcement and Corrections Lieutenant and Sergeant and Entry - Level Selection for the Palm Beach County Sheriff's Office, West Palm Beach, Florida. Developed and conducted entry-level and promotional written examinations and assessment centers for the ranks of Fire Captain, Battalion Fire Chief, Deputy Fire Chief and Entry -Level Firefighters for the Kansas City Fire Department, Kansas City, Missouri. Developed and conducted promotional written examinations and assessment centers for the ranks of Police Corporal, Sergeant, Lieutenant, and Captain for Norfolk Police Department and the ranks of Fire Captain and Battalion Fire Chief for Norfolk Fire Department for the City of Norfolk, Virginia. Developed and conducted promotional written examinations and assessment centers for the fire suppression ranks of Fire Driver, Fire Lieutenant, Battalion Fire Chief, Air Crash Chief and Division Chief; for rank of Air Rescue Chief and EMS ranks of EMS Division Chief, EMS Battalion Chief, EMS Lieutenant; and for Fire Prevention ranks of Investigator, Inspector, Inspector Supervisor, Investigative Services Manager, and Fire Marshall, and for Fire Communication ranks of Watch Morris & McDaniel, Inc. 31 Commander and Senior Fire Operator for Memphis Fire Department for the City of Memphis, Tennessee. Develop and conducted promotional written examinations and assessment centers for the ranks of Lieutenant and Sergeant for the Tucson Police Department, Tucson, Arizona. Development of entry-level law enforcement and correctional officer examination for law enforcement jurisdictions throughout the State of Florida. Developed entry-level entrance examination process for Entry -Level Police Officer for the City of Philadelphia Police Department, Philadelphia, Pennsylvania. Developed and conducted entry-level and promotional testing for law enforcement jurisdictions throughout the State of Georgia. Developed and conducted promotional examination and assessment centers for Sergeant and Lieutenant for City of Boston, Massachusetts. Developed written tests and promotional process for Detective for Boston Police Department, Boston, Massachusetts. Conducted job analysis, developed and conducted written knowledge tests and promotional assessment centers for Captain, Lieutenant, and Sergeant for Boston Police Department. Conducted job analysis, developed written knowledge test for Detective for Boston Police Department. Conducted job analysis, developed and conducted written knowledge tests and promotional assessments for Captain, Lieutenant, and Sergeant for the Boston Police Department. Conducted job analysis, developed and conducted promotional assessment centers for Captain, Lieutenant, and Sergeant for the Akron Civil Service Commission and Akron Police Department. Conducted job analysis, developed and conducted promotional assessment centers for Fire Lieutenant, Captain, and Assistant Fire Chief for the Akron Civil Service Commission and Akron Fire Department. Conducted job analysis, developed and conducted promotional assessment centers for Captain and Lieutenant for the San Antonio Police Department. Conducted job analysis, developed written knowledge tests for the ranks of Captain, Lieutenant, Sergeant and Detective -Investigator and service based assessment exercises for the ranks of Captain and Lieutenant for the San Antonio Police Department. Morris & McDaniel, Inc. 32 Developed and implemented a statewide performance appraisal system for Mississippi State Personnel Board. Developed performance -based merit pay system for state agencies for Mississippi State Personnel Board. Developed and conducted promotional tests for Fire Ranks of Lieutenant, Captain, Battalion Chief, and Assistant Chief for Cleveland Fire Department, Cleveland, Ohio. Developed and conducted assessment procedures for the ranks of Assistant Police Chief and Police Sergeant for the Little Rock Police Department Conducted job analysis and developed written knowledge tests for the ranks of Police Lieutenant and Sergeant for the Harbor Police Department, Port of New Orleans. Developed In -Basket exercise for the position of Administrative Assistant for Akron Civil Service Commission. Developed Entry -Level Firefighter examinations for international market for International Personnel Management Association, Alexandria, Virginia. Developed Written Tests and assessment centers for Captain and Lieutenant for Prince William Fire Department, Prince William, Virginia. Developed and implemented assessment centers for the ranks of Sergeant, Lieutenant, and Captain for Consolidated Office of the Sheriff of the City of Jacksonville, Florida. Developed assessment centers for the ranks of Corporal, Sergeant, First Sergeant, First Lieutenant, Second Lieutenant, and Captain for the Maryland State Police, Pikesville, Maryland. Developed job -related aptitude Entry -Level Police examinations for Harbor Police for the Port of New Orleans, Louisiana. Developed job -related aptitude Entry -Level Police examination for Orleans Levee Board, New Orleans, Louisiana. Developed Entry -Level Written Test and oral examination for police recruits for the City of Laurel, Mississippi. Developed and implemented performance appraisal system for statewide use for the Mississippi State Personnel Board. Assisted in the organizational study for the Mississippi Department of Education. Assisted in the organizational study for the Mississippi Department of Insurance. Consultant to State Air and Water Pollution Control Commission (job analysis and job evaluations). Morris & McDaniel, Inc. 33 Conducted job evaluation of 40 jobs and organizational restructuring for Mississippi State Tax Commission. Developed and conducted assessment process for the position of Detention Officer Supervisor and 911 Emergency Operations Supervisor for the Roswell, Georgia Police Department Developed and conducted assessment centers for the ranks of Police Captain, Lieutenant and Sergeant for the Columbus, Georgia Police Department. Developed and implemented organizational assessment and feedback questionnaire for Bank of Mississippi Developed an assessment battery for the position of Bank Teller and Customer Service Representative for Deposit Guaranty National Bank. Assisted the Mississippi Attorney General's Office for Title VII Lawsuit Defense Assistance with Data Analysis, applicant flow analysis, and test validation. Assisted a National Engineering Firm for review of selection procedures and applicant flow in anticipation for legal defense work. Consultant to Private Food Industry for personnel and management assessment. Consultant to a Private Food Industry for identification of organization problems, staffing needs in supervisors, and employee turnover. Scholastic Honors: Morris & McDaniel, Inc. 1976 Pi Sigma Alpha (Political Science Honor Society). 1975 Who's Who in American Colleges and Universities. 34 ROGER MCMILLIN, J.D. Vice -President of Operations Project Controller Education: New Albany High School Graduated 1963 Mississippi State University Graduated 1967, BA with honors University of Memphis Law School Graduated 1972, JD Military: Attended Naval Officer Candidate School, Newport, RI, 1967 Commissioned as Ensign Served as Division Officer, Naval Security Group, Principal duty station, NavRadSta, Sabana Seca Puerto Rico Completed active duty tour September 1969. Employment History: Regional Attorney's Office, U.S. Department of Agriculture 1972 to 1976 Associate in law firm of Scott, Barbour and Scott, Jackson, MS 1976 Private law practice in New Albany, MS 1977 to 1994, principally as Partner in firm of Sumners, Carter & McMillin Served as City Attorney for City of New Albany 1982 to 1994 Elected to Miss. Court of Appeals November 1994 for term beginning January 1995 Morris & McDaniel, Inc. 35 Served as Chief Judge of Court of Appeals from 1999 to 2004, retired from Court April 2004 General Counsel and Vice -President for Operations, Morris & McDaniel, Inc. May 1, 2004 to present. Education: Employment: LANA PRUDHOMME WHITLOW Vice-President/Psychometrician Senior Staff Consultant 2002-2004 — Doctorate of Philosophy in Psychology (Ph.D.) Concentration: General Systems Southern California University for Professional Studies Santa Ana, California 1987-1989 — Master of Science (M.S.) Major: Counseling Psychology Concentration: Psychological Testing University of Southern Mississippi Hattiesburg, Mississippi 1983-1987 - Bachelor of Science (B.S.) Major : Psychology Minor: Sociology and Philosophy Louisiana State University Baton Rouge, Louisiana May 1990 to present Morris & McDaniel, Inc. Coordinates activities of the New Orleans office including all testing of private and public sector organizations. Director of Marketing for testing solutions for law enforcement. Responsibilities in New Orleans include psychological screening of police and fire applicants and data analysis, job analysis, job evaluation and organizational analysis. October 1989 - Present John Pleune, Ph.D., Clinical Psychologist Private Practice - Part-time work with Dr. John Pleune as his testing assistant. Primary responsibilities; working with outpatient population in administering appropriate psychological tests and evaluating each client regarding the referral Morris & McDaniel, Inc. 36 question. Consultant for NorthShore Psychiatric Hospital; interviewing inpatients and writing psychological evaluations regarding their treatment. These evaluations include a diagnosis of the presenting problem as well as treatment recommendations Morris & McDaniel, Inc. 37 September 1989 - February 1990 Ochsner Foundation Hospital Department of Psychiatry - Psychometrician. Primary responsibilities involved administration of psychological tests to inpatient and outpatient populations. July 1989 - October 1989 NorthShore Psychiatric Hospital Adolescent and Adult Units - Internship Primary responsibilities involved conducting psychological testing and writing psychological evaluations for patients admitted to the Adolescent and Adult units. Consulted with and was supervised by John Pleune, Ph.D., and Glenda Clark, B.C.S.W. Co -leader for adult intimacy groups, involved in adolescent chemical dependency groups, and attended daily community meetings on these units. August 1987 - May 1989. Department of Counseling Psychology, University of Southern Mississippi. Primary responsibilities involved working under Dr. Daniel Randolph as his graduate assistant, teaching assistant and research assistant. These duties involved reference searches and library work, teaching assistance for mainly his undergraduate classes, as well as basic office responsibilities. Researching materials regarding Helping Professions and coordinated and presented lecture material for undergraduate classes. January 1989 - May 1989 Department of Counseling Psychology, University of Southern Mississippi. Throughout this practicum responsibilities consisted of referrals from the courts or the office of Public Welfare; sexually abused children, adolescents with behavior or school problems, and adults with family and marital difficulties. Also responsible for intake evaluations and child sexual abuse evaluations in the counseling lab. The theoretical focus of this lab was mainly from an interpersonal perspective. January 1989 - May 1989 Department of Counseling Psychology, University of Southern Mississippi. Responsibilities included co -leading a group of 12 counseling psychology graduate students to help them feel comfortable in disclosing feelings, dealing with problem areas in their personal lives, as well as teaching them how to be a group member. Morris & McDaniel, Inc. 38 August 1988 - December 1988 Department of Counseling Psychology, University of Southern Mississippi. Practicum responsibilities were to demonstrate competency in individual therapy, assessment and consultation. Clients consisted largely of students from the university population as well as non -students from the community. Research Experience: June 2004 — December 2004 Southern California University for Professional Studies Doctoral dissertation study linking the independent relationship between a measurable work ethic dimension to law enforcement success within a police academy. May 1988 - August 1988 University of Southern Mississippi. Designed and implemented a project concerning the impact of an alcohol and drug abuse course, taught by Dr. John Alcorn, on drinking practices and attitudes about alcohol use and abuse among graduate psychology students. The study included a control and experimental group of student volunteers on the university campus. Pre-tests and post-tests, which were devised by the experimenter, were administered throughout the semester. Results have been used by the instructor to support the various intervention strategies. January 1988 - May 1988 Forrest General Hospital Testing children using various tests depending on the age of the child. The project was designed to investigate the effects of the birth of a second child into a family. Morris & McDaniel, Inc. 39 Education: 1991, Ph.D. JEFFREY S. RAIN, PH.D. SENIOR STAFF CONSULTANT Industrial/Organizational Psychology: Louisiana State University, Baton Rouge Minors: Experimental Statistics and Clinical Psychology 1987, M.A. Industrial/Organizational Psychology: Louisiana State University, Baton Rouge 1985, B.A. Psychology: The Citadel, Charleston, South Carolina SELECTED CONSULTING PROJECTS Selection Criteria Development and Validation Projects: Implementation of promotional testing process (operations -based performance assessment) for county fire rescue agency (2 ranks). 2010. Development and Implementation of promotional testing process (written knowledge exam and operations -based performance assessment) for county fire rescue agency (4 ranks). 2008- 2009. Development and Implementation of promotional testing process for city fire department (rank of Fire Engineer). 2008. Test equating and content validation study of three alternate versions of an entry-level law enforcement exam and an entry-level corrections officer exam conducted for contractor to State Department of Law Enforcement testing program, 2007 to 2010. Content validation study of physical ability exam for entry-level firefighter for city fire department. 2006-2007. Criterion validation study of multiple-choice in -basket management exercise conducted for personnel testing firm. 2005 to present. Employment evaluations for sworn and non -sworn positions for law enforcement agency. 1993 to 2008. Test equating and criterion validation of three alternate versions of an entry-level law enforcement exam and an entry-level corrections officer exam conducted for contractor to State Department of Law Enforcement testing program, 2004. Criterion validation study of Iraqi entry-level police officer exam conducted for contractor to Civilian Police Assistance Training Team (CPATT), Office of Security Transition, 2003-2006. Morris & McDaniel, Inc. 40 Development and implementation of written knowledge exam and assessment center for Law Enforcement Officer -Sergeant promotion for law enforcement agency. 2004. Development and implementation of written knowledge exam and assessment center for Law Enforcement Officer -Lieutenant promotion for law enforcement agency. 2003. Development and implementation of written knowledge exam and assessment center for Corrections Sergeant & Corrections Lieutenant promotion for law enforcement agency. 2002 to 2003. Development and implementation of written knowledge exam and assessment center for Law Enforcement Officer -Lieutenant for law enforcement agency. 2002 to 2003. Development and implementation of written knowledge exam and assessment center for Law Enforcement Officer -Sergeant promotion for law enforcement agency. 2001. Development and implementation of assessment center for Law Enforcement Officer -Sergeant promotion for law enforcement agency. 2000 to 2001. Development and implementation of assessment center for Corrections Sergeant & Corrections Lieutenant promotion for law enforcement agency. 1999 to 2000. Management selection assessment for position of President of public relations firm. 1999. Norming and Validation study of a four -test hospital selection battery for entry-level positions. 1998 to 1999. Validation Study of test battery for maritime transport company entry-level positions. 1998 to 2000. Validation Study of written skills test for police officer. 1998 Validation of two parallel forms of writing skills test for police officer. 1998-1999. Review promotion decision criteria for state police organization. 1998. Workforce forecast, recruitment, and selection program development for manufacturing company. 1997. Test validation and fairness analyses conducted for technology/defense contractor. 1996- 1997. Compliance review and development of employee policy and procedures for high-tech manufacturer. 1997. Panel Interview conducted for selection of Executive Director of non-profit agency. 1996. Training on validation of selection procedures for an entertainment organization. 1995. Morris & McDaniel, Inc. 41 Validation and EEO review of selection criteria for a public utility. 1995. Development and validation of written promotion examination for Police Sergeant law enforcement agency. 1994 to 1995. EEO and Fairness analysis for entry level Fire Fighter examination for a city government. 1994. Management selection assessment for position of President of public relations firm. 1993. Testing and evaluation of job applicants for eight positions for a manufacturing company. 1992-1994. Development and validation of a selection system for six production positions for manufacturing organization. 1992. Review and analysis of the validity and legal defensibility of a selection system for a community college Police Academy. 1992. Development and validation of a selection system for four entry-level positions for an electronics company. 1991-1992. Litigation Consultations: Expert Witness for Defense Attorney. Disparate impact case. Rainey, Kizer, Reviere & Bell. (Tennessee). 2006 to 2008. Expert Witness for Plaintiff Attorney. Breach of contract. Gilpin & 0-Keefe. (New Mexico). 2006. Expert Witness for Defense Attorney. Disparate impact case. Berges et al. (Florida). 2000. Consultation to Plantiff Attorney. Disparate treatment case. Maxey, Wann, Begley & Fyke (Mississippi). 1999. Consultation to Plantiff Attorney. Disparate impact case. Maxey, Wann, Begley & Fyke (Mississippi). 1998 to 1999. Professional Memberships: American Evaluation Association (AEA) American Psychological Association (APA). International Personnel Management Association (IPMA-HR). International Personnel Management Association Assessment Council (I PMA-AC). Society for Human Resource Management (SHRM). Society for Industrial and Organizational Psychology (SIOP). Morris & McDaniel, Inc. 42 Editorial Activities: Publications Advisory Board Member, Public Personnel Management, 1996-2010 Reviewer, Society for Industrial and Organizational Psychology Annual Conference, 2004- 2006 Reviewer, Human Relations, 2004-2005 Panel Reviewer, Drug -Free Communities Support Program, Juvenile Justice Resource Center (JJRC), FY2004 Panel Reviewer, U. S. Department of Justice, Drug -Free Communities Support Program, Juvenile Justice Resource Center (JJRC), FY2002 Panel Reviewer, U. S. Department of Education, Safe Schools/Health Students Initiative, Educational Resources (ESI), FY2001 Panel Reviewer, U. S. Department of Justice, Safe Schools/Health Students Initiative, Juvenile Justice Resource Center (JJRC), FY2001 Morris & McDaniel, Inc. 43 Education: 1991 - 1995 1997 - 1999 1999 - 2015 MARK MINCY Senior Staff Consultant University of Central Arkansas B.S. Psychology Conway, Arkansas University of Arkansas at Little Rock M.A. Industrial/Organizational Little Rock, Arkansas Psychology University of Southern Mississippi PhD Industrial/Organizational Hattiesburg, Mississippi Psychology Professional Experience: 2002 - Present Morris & McDaniel, Inc. Staff Consultant ■ Developing training initiatives for training current Morris & McDaniel employees in areas of Job Analysis, Law, Validation Strategies, Stress Management, Time Management, Personal Styles, Motivation, Communication Skills, and other management -related topics. ■ Developing and delivering training programs for both the public and private sectors. ■ Conducting a variety of training programs for and consults with agencies and also the private sector on issues ranging from customer service to communication, coaching and counseling, conflict resolution, negotiation, leadership, individual employee development, team building, and succession planning. ■ Consult with clients, instructional designers, and media designers to develop innovative learning strategies and blended learning solutions. ■ Managing the analysis, instructional design, project management and content development process for the production of the Morris & McDaniel Job Analysis Certification Program. ■ Designing and producing learning solutions that include elements of knowledge sharing and knowledge capture tools, coaching tips, expert interview vignettes, action plan creation tools, assessment instruments, role player simulations, integrated discussion groups, collaborative learning tools and extensive, rich media reference material. Morris & McDaniel, Inc. 44 ■ Managing project teams of subject matter experts, educators, graphic designers, software programmers, technical support staff and marketing product managers in the instructional design and development process: needs assessment, task analysis, lesson design, course production, assessment and implementation of training programs. Professional Affiliations: American Society for Training and Development International Society for Performance Improvement American Psychological Association Society for Human Resource Management Society for Industrial and Organizational Psychology Psi Chi - (National Honor Society in Psychology) Deming Institute Morris & McDaniel, Inc. 45 JUDITH GEOFFRIAU THOMPSON Senior Staff Consultant/Licensed Psychometrist Education: Masters of Education, May 2001 Psychometry Mississippi College, Clinton, MS Bachelor of Science, May 1998 Education Emphasis: Diagnostic Reading and Fine Arts Belhaven College, Jackson, MS Professional Experience: Morris & McDaniel, Inc., 2000 - Present • Conducts and assists with psychological evaluations for Protective Service organizations, including security positions in major airport. This task includes the design and structure of the psychological interview, conducting the interview, and consulting with a licensed psychologist, and writing the evaluation. • Designs and develops ADA compliant valid job descriptions for a State personnel system, including conducting content validation strategies for the job descriptions. • Designs and conducts performance based and assessment exercises for leadership development and assessment for numerous public sector organizations. • Designs, conducts, and assists with organizational studies, including leadership assessment, re -organizational studies for several state agencies, including a state department of education, a state department for public welfare, a state department for public service (public utilities) regulation, and a state department for insurance regulation. • Directs, designs, and serves as editor -in -chief for publishing material for leadership development, career development , study aides, and study guides. • Designs and conducts Job analysis studies for numerous public and private sector positions. • Develops and administers performance based exercises including traditional assessment center exercises, situational judgment exercises, scenario exercises, and scenario based multiple choice questions for many public sector organizations. • Writes test items and conduct item analysis on ability, and knowledge based achievement tests. • Writes and edits technical reports. • Conducts statistical analyses of data. • Writes and manages grants. Morris & McDaniel, Inc. 46 Thompson Consulting, 2002 - Present • Administers I.Q., diagnostic, and career tests • Develops behavior plans and study skill/educational plans Hinds Community College, 2003 - 2004 • Taught Human Growth & Development course • Taught General Psychology course Jackson Public Schools, 1998 - 2000 • Taught 2nd grade at Davis Magnet School • Taught Honors English at Chastain Middle School Scholarships and Honors: Mississippi College • Graduated Cum Laude, 2001 Belhaven College • Presidential Academic Scholarship, 1993-1998 • Honors Seminar, 1993-1997 • National Dean's List Professional Affiliations: National Association of Psychometrists Licensors: Mississippi State Psychometry License - License number 162738 Morris & McDaniel, Inc. 47 KIMBERLY N. ANDERSON Senior Staff Consultant/Licensed Psychometrist Education: 2005-2009 Masters of Science in Counseling Psychology with an emphasis in Psychometrics 1997-2000 B.A. in Journalism with emphasis in Public Relations; Minors in English and Psychology; University of Southern Mississippi 1995-1997 A.A. in Liberal Arts; Jones County Junior College Professional Experience: 2000 - Present Morris & McDaniel Staff Consultant • Served as Project Manager for Quality Workforce Initiative Project with the Mississippi State Personnel Board • Manages certification testing division • Develops job analysis and written test review procedures • Conducts job analyses and job observations • Serves as liaison to departmental personnel for scheduling and coordination of meetings and assessments • Facilitates technical conferences, written test review sessions, and exercise development and review meetings • Develops and administers selection and promotional testing for fire service and departments as well as emergency medical services • Writes technical reports • Maintains effective public relations with state agencies and other public and private sector clients • Assists in the coordination of Special Projects Professional Affiliations: Kappa Tau Alpha Journalism Honor Society Public Relations Student Society of America Gamma Beta Phi Honor Society Golden Key Honor Society Phi Theta Kappa Honor Society Licensure: Mississippi State Psychometry License - License number 207395 Morris & McDaniel, Inc. 48 MOLLY C. MCDONALD Staff Consultant Education: 1999 - 2001 University of Southern Mississippi B.A in Political Science, English minor 1997 - 1998 University of Alabama Professional Experience: 2003 — Present Morris & McDaniel Staff Consultant Hattiesburg, MS Tuscaloosa, AL • Served as Assistant Project Manager for Quality Workforce Initiative Project with the Mississippi State Personnel Board • Assists in the development and scoring of written knowledge - based and entry-level exams for government agencies and private sector organizations • Participates in the development and administration of performance based assessments for police and fire departments • Conducts job analyses through technical conferences • Writes technical validation reports • Maintains effective public relations with all Mississippi State agencies • Writes and edits test items Recognition and Honors: University of Southern Mississippi • National Dean's List • Gamma Beta Phi Honor Society University of Alabama • National Dean's List • Alpha Lambda Delta Honor Society Morris & McDaniel, Inc. 49 Education: 2006 - 2010 ELIZABETH WILSON Staff Consultant University of Mississippi Oxford, MS B.A in Biology, Dual B.A. Degree in Psychology Professional Experience: 2010 — Present Morris & McDaniel Staff Consultant • Develops job analyses and written test review procedures • Conducts job analyses and job observations • Serves as liaison to departmental personnel for scheduling and coordination of meetings and assessments • Facilitates technical conferences, written test review sessions, and exercise development and review meetings • Develops and administers performance based exercises including traditional assessment center exercises, situational judgment exercises, scenario exercises, and scenario based multiple choice questions for many public sector organizations • Writes proposals Recognition and Honors: University of Mississippi • Dean's List 2006, 2010 • Academic and Tennis Full Scholarship, 2006-2010 • Graduated with 4.0 Psychology GPA Morris & McDaniel, Inc. 50 City of Miami, Florida EXHIBIT B CERTIFICATE OF INSURANCE INSURANCE REQUIREMENTS MORRIS & MCDANIEL, INC. 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 Primary Insurance Clause Endorsement Contingent Exposures Included 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 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/E&O Liability 17 City of Miami, Florida Combined Single Limit Each Claim $1,000,000 Policy Aggregate $1,000,000 Retroactive date included 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 18 City of Miami, Florida EXHIBIT D COMPANY RESOLUTION AND EVIDENCE OF QUALIFICATION TO DO BUSINESS IN FLORIDA (This Resolution needs to authorize the signatory to sign) WHEREAS, Morris & McDaniel, Inc. a C- Corporation (company type: Inc., LLC), desires to enter into an Agreement with the City of Miami for the purpose of performing the work described in the contract to which this resolution is attached; and WHEREAS, the board of directos for Inc. (board type; Board of Directors for Inc, Board of Managers for LLC) at a duly held company meeting has considered the matter in accordance with the bylaws of the company; NOW, THEREFORE, BE IT RESOLVED BY THE BOARD of board of directos for lo° (same as identified above) that this company is authorized to enter into the Agreement with the City, and the President (company officer title) and the Vice President (company officer title) are hereby authorized and directed to execute the Agreement in the name of this Company and to execute any other document and perform any acts in connection therewith as may be required to accomplish its purpose. IN WITNESS WHEREOF, this 6th day of July 2026. Morris & McDaniel, Inc. ("Contractor") An V. ginia B (State) Company kG3 (sign) Print Name: David M. Morris, Ph.D., J.D., MBA Print Name: Roger H. McMillin, J.D TITLE: Vice President (sign) 19 City of Miami, Florida EXHIBIT E ANTI -HUMAN TRAFFICKING AFFIDAVIT The undersigned affirms, certifies, attests, and stipulates as follows: 1. The entity/individual is a nongovernmental entity authorized to transact business in the State of Florida (hereinafter, "Nongovernmental Entity"). 2. The Nongovernmental Entity is either executing, renewing, or extending a contract (including, but not limited to, any amendments, as applicable) with the City of Miami ("City") or one of its agencies, authorities, boards, trusts, or other City entity which constitutes a governmental entity as defined in § 287.138, Florida Statutes ("F.S."). 3. The Nongovernmental Entity is not in violation of § 787.06, F.S., titled "Human Trafficking." 4. The Nongovernmental Entity does not use "coercion" for labor or services as defined in § 787.06, F.S. Under penalties of perjury, pursuant to § 92.525, F.S., I declare the following: 1. I have read and understand the foregoing Anti -Human Trafficking Affidavit and that the facts, statements, and representations provided above are true and correct. 2. I am an officer, a representative, or individual of the Nongovernmental Entity authorized to execute this Anti -Human Trafficking Affidavit. FURTHER AFFIANT SAYETH NAUGHT. Nongovernmental Entity: Morris & McDaniel, Inc. Name: DaviMorris, Ph.D., J.D., MBA Title: President Signature: 14-4 Office Address: 950 N Washington Street, Ste. 540, Alexandria, VA, 22314 Email Address, contact@morrisandmcdaniel.com Phone Number: 703-836-3600 20 DIVISION OF CORPORATIONS 7 ( r Dyj rj l of an (Okla/ .Sauce of Florida inns► Department of State / Division of Corporations / Search Records / Search by Entity Name / Detail by Entity Name Foreign Profit Corporation MORRIS & MCDANIEL, INC. Filing Information Document Number FEI/EIN Number Date Filed State Status Last Event Event Date Filed Principal Address 950 N WASHINGTON ST ALEXANDRIA, VA 22314 Changed: 03/12/2026 Mailing Address P. O. BOX 70407 PHILADELPHIA, PA 19176 F01000006065 64-0595753 11/20/2001 MS ACTIVE REINSTATEMENT 11/06/2003 Changed: 03/12/2026 Registered Agent Name & Address CORPORATION SERVICE COMPANY 1201 HAYS STREET TALLAHASSEE, FL 32301-2525 Name Changed: 04/12/2010 Address Changed: 04/12/2010 Officer/Director Detail Name & Address Title P MORRIS, DAVID M 117 SOUTH SAINT ASAPH ST. ALEXANDRIA, VA 22314 Annual Reports Report Year Filed Date 2024 02/01/2024 2025 02/06/2025 2026 02/13/2026 Document Images 02/13/2026 -- ANNUAL REPORT 02/06/2025 -- ANNUAL REPORT 02/01/2024 -- ANNUAL REPORT 02/23/2023 -- ANNUAL REPORT 03/08/2022 -- ANNUAL REPORT 01/31/2021 --ANNUAL REPORT 02/24/2020 -- ANNUAL REPORT 02/12/2019 -- ANNUAL REPORT 02/13/2018 -- ANNUAL REPORT 02/11 /2017 -- ANNUAL REPORT 02/10/2016 -- ANNUAL REPORT 01 /22/2015 -- ANNUAL REPORT 01 /22/2014 -- ANNUAL REPORT 03/20/2013 -- ANNUAL REPORT 03/20/2012 -- ANNUAL REPORT 02/16/2011 -- ANNUAL REPORT 04/12/2010 -- Reg. Agent Change 02/08/2010 -- ANNUAL REPORT 07/02/2009 -- ANNUAL REPORT 07/10/2008 -- ANNUAL REPORT 04/03/2007 -- ANNUAL REPORT 03/23/2006 -- ANNUAL REPORT 04/05/2005 -- ANNUAL REPORT 07/28/2004 -- ANNUAL REPORT 11/06/2003 -- REINSTATEMENT 03/27/2002 -- ANNUAL REPORT 11/20/2001 -- Foreign Profit View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format Florida Department of State, Division of Corporations 4WRO MORR&MC-01 MTEMPLE CERTIFICATE OF LIABILITY INSURANCE DATE (MM/DD/YYYY) 6/29/2026 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 Fisher Brown Bottrell, a Marsh & McLennan Agency, LLC 315 Newpointe Dr Ridgeland, MS 39157 INSURED Morris and McDaniel, Inc. 950 N. Washington Street, Suite 504 Alexandria, VA 22314 CONTACT NAME: PHONE (A/C, No, Ext): (601) 960-8200 E-MAIL ADDRESS: FAX (A/C, No): (601) 960-8201 INSURER(S) AFFORDING COVERAGE NAIC # INSURER A : The Travelers Indemnity Company of Connecticut 25682 INSURER B : Phoenix Insurance Company 25623 INSURER C : Navigators Specialty Insurance 36056 INSURER D : The Travelers Indemnity Company of America 25666 INSURER E : INSURER F : COVERAGES CERTIFICATE NUMBER: REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR TYPE OF INSURANCE ADDL SUER POLICY NUMBER POLICY EFF I POLICY EXP LIMITS LTR INSD WVD (MM/DD/YYYY) (MM/DD/YYYY) A X COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE $ 1,000,000 CLAIMS -MADE X OCCUR 6607749A69A 7/12/2025 7/12/2026 DAMAGETO(EaRENTEDoccurrence) $ 300,000 PREMISES GEN'L X AGGREGATE POLICY OTHER: LIMIT APPLIES JECT MED EXP (Any one person) $ 10,000 PERSONAL & ADV INJURY $ 1,000,000 B AUTOMOBILE X X LIABILITY ANY AUTO OVVNED X COMBINED SINGLE LIMIT 1,000,000 ' (Ea accident) $ BA7076VV 7/12/2025 7/12/2026 BODILY INJURY (Per person) $ SCHEDULED 1V AUTOS BODILY INJURY (Per accident) $ AUTOS ONLY O w , ® 4,1 NON -OWNED PROPERTY DAMAGE (Per accident) $ $ A X UMBRELLA EXCESS DED LIAB X LIAB RETENTION X $ O OCCUR3,000,000 EACH OCCURRENCE $ CLAIMS -MADE CUP7J23277A 7/12/2025 7/12/2026 AGGREGATE $ 3,000,000 5,000 $ B WORKERS COMPENSATION X PER OTH- AND EMPLOYERS' LIABILITY STATUTE ER Y/ UB3J43823325 7/12/2025 7/12/2026 1,000,000 ANY PROPRIETOR/PARTNER/EXECUTIVE E.L. EACH ACCIDENT $ OFFICER/MEMBER EXCLUDED? N /A (Mandatory in NH) E.L. DISEASE - EA EMPLOYEE $ 1,000,000 If yes, describe under 1,000,000 DESCRIPTION OF OPERATIONS below E.L. DISEASE - POLICY LIMIT $ C Prof. Errors & Omiss CE25MPLZOB843IC 7/12/2025 7/12/2026 Per Claim 2,000,000 D Cyber Liability 107998857 3/27/2026 3/27/2027 Policy Limit 3,000,000 DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) Professional Liability: $2,000,000 Per Claim; $3,000,000 Aggregate; $50,000 Deductible General Liabilty Policy contains Blanket Additional Insured, Blanket Waiver of Subrogation, and primary and non-contributory wording, as per written contract; Auto Liabilty Policy contains Blanket Additional Insured & Blanket Waiver of Subrogation wording as per written contract ; Workers' Compensation contains Blanket Waiver of Subrogation wording as per written contract. All coverage is subject to policy terms, conditions, and exclusions. 30 day notice of cancellation applies on all policies except 10 for non-payment of premium. Umbrella Policy is Follow Form. CERTIFICATE HOLDER CANCELLATION Cityof 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 ACORD 25 (2016/03) © 1988-2015 ACORD CORPORATION. All rights reserved. The ACORD name and logo are registered marks of ACORD De Vito, Daniel From: Sent: To: Cc: Subject: Hello Danny, Gomez Jr., Francisco (Frank) Tuesday, June 30, 2026 2:10 PM De Vito, Daniel; Quevedo, Terry Aviles, Yesenia RE: PROCUREMENT INSURANCE REVIEW FOR MORRIS AND McDANIEL INC The COI is adequate, but most of the coverage expires in the next 12 drAys. ®v Thanks, Frank Gomez, PIAM, CPII Property & Casualty Manager City of Miami Risk Management 14 N.E. 1st Avenue 2nd Floor Miami, Florida 33132 (305) 416-174o Office (305) 416-176o Fax fgomez@miamigov.com 4Q rb•cy 0 co, 4q- QQ Go From: De Vito, Daniel <DaDeVito@miamigov.com> Sent: Tuesday, June 30, 2026 2:04 PM To: Gomez Jr., Francisco (Frank) <FGomez@miamigov.com>; Quevedo, Terry <TQuevedo@miamigov.com> Cc: Aviles, Yesenia <YAviles@miamigov.com> Subject: PROCUREMENT INSURANCE REVIEW FOR MORRIS AND McDANIEL INC Good afternoon team, Please review the insurance attached at your earliest convenience and advise if adequate according to insurance requirements contained therein. Thank you! i Daniel De Vito Procurement Contracting Officer City of Miami Department of Procurement 444 SW 2nd Avenue, 6th Floor Miami, FL 33130 Office: (305) 416-1922 - Fax (305) 400-5075 Email: dadevitoRmiamigov.com Helpful Links: For vendor registration click Here For current solicitations please Visit our Solicitation Page Current contracts can be viewed by Visiting our Contract Database For solicitations in the Cone of Silence please visit our Cone of Silence Webpage Olivera, Rosemary From: Gandarilla, Aimee Sent: Monday, July 13, 2026 9:40 PM To: Hannon, Todd Cc: Olivera, Rosemary; Brown, Sadie; Ewan, Nicole; Atkison, Nicholas; Del Oro, Jessica Subject: Services of Contractor Agreement Morris & McDaniel, Inc. (Matter 26-1530) Attachments: Services of Contractor Agreement Morris & McDaniel, Inc. (Matter 26-1530).pdf Good evening Todd, Please find attached the fully executed copy of the agreement from DocuSign. This electronic copy shall be considered the original for your records. If you have any questions, please do not hesitate to contact me. Please close Matter 26-1530. Thank you, Aimee qa ndartilia, Procurement Assistant City of Miami Procurement Department 444 SW 2nd Avenue, 6th floor, Miami, FL 33130 P (305) 416-1906 F (305) 400-5073 E agandarilla@miamigov.com "Serving, Enhancing, and Transforming our Community" i