HomeMy WebLinkAboutMemo - City Manager's ApprovalCITY OF MIAMI, FLORIDA
INTER -OFFICE MEMORANDUM
TO: Daniel J. Alfonso,
City Manager
FROM: Annie Perez, CPPD, DirectoA
Procurement
DATE: October 6, 2015 FILE:
SUBJECT: Recommendation for Approval to
Award Contracts to establish the Miscellaneous
Management Advisory Consulting Services Pool
REFERENCES: RFQ501331
ENCLOSURES:
Recommendation
Based on the findings below, Procurement hereby recommends approval for the award of contracts to
establish a Miscellaneous Management Advisory Consulting Services Pool (Pool) for the City of Miami
pursuant to Request for Qualifications (RFQ) No, 501331. These awards will establish a pool of pre-
qualified firms with a diverse range of industry expertise to provide management consulting services in
three categories: General Management, Operations, and Finance and Economics. Firms are being
recommended for inclusion in the pool based on the evaluation criteria established in the solicitation for
participation in future work assignments and/or competitions.
Once the pool is established, as the need arises, the City, through a competitive work order process
amongst pool members, will select a firm from the pool to provide consulting services in the applicable
category. Establishment of a pre -qualified pool provides the City with an expedited selection of firm(s)
with the requisite expertise for the required consulting services for non-recurring projects.
The term of the Contract is for five (5) years, with two (2), two (2) year options to renew. The funding
sources will depend upon the department accessing the pool, and will be identified on a per project
basis. The pool is available to any City department or agency.
Background
On July 27, 2015, the Procurement Department ("Procurement") issued a solicitation under full and
open competition to obtain proposals from qualified firms to establish a pool of consultants with
generalized and specialty consulting expertise to provide management consulting services to the City.
The solicitation was divided into four distinct categories as shown herein. Proposers were able to
submit proposals for one or multiple categories and could be awarded for one or multiple categories.
On August 6, 2015, eleven (11) proposals were received in response to the Solicitation.
The Evaluation Committee (Committee) has completed the review and evaluation of the proposals
following the guidelines published in the solicitation. The Committee decided not to hold oral
presentations, as the proposals did not require further clarification.
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Memo to Daniel J. Alfonso
Award Memo for RFQ501331 Miscellaneous Management Advisory and Consulting Services
The final scores are listed below for the firms in alphabetical order, by category, and are as follows:
*DNP denotes that the proposer did not propose on the specific category.
Price was submitted based on the hourly rates for key personnel performing the services in the
applicable category. The proposals included competitive prices that are acceptable as maximum rates
for the contracts. The actual rates will be negotiated at the Work Order stage, when a request for
services arises, and will not exceed the contractually established ceiling.
The Committee determined that firms scoring 70% and above (350 out of the available 500 points for
technical) have the necessary qualifications, relevant experience, technical capacity, trained personnel,
and project management required in the appropriate category to provide the services to meet the needs
of the City. Copies of the composite score sheets for each category are attached.
Negotiations will not be held since this is a pool, and all recommended proposers will be offered
participation in the Pool. Proposers will be offered the pool contract for signature in accordance with
the method of award specified in the solicitation.
Due diligence was conducted to determine proposer's responsibility, including verifying corporate
status, and that there are no performance or compliance issues. There were no adverse findings
related to any of the proposer's responsibility. Due diligence will also be conducted during the work
order process
Vendors Recommended for Inclusion in the Pool
The Committee recommended the following proposers be considered for participation in the Pool.
Proposers are listed below in alphabetical order under the applicable category.
Proposers
Total Technical Score
(Maximum 500 for each Category)
General Finance and Operations
Management Economics
1
AECOM Enterprise Incorporated
400
329
413
2
Bolton Partners, Inc,
DNP*
454
DNP
3
CMA Enterprise Incorporated
323
331
386
4
Crowe Horwarth LLP
DNP
481
472
5
JRD & Associates, Inc.
413
411
416
6
Management Partners, Incorporated
418
289
339
7
Milian, Swain & Associates, Inc.
415
388
DNP
8
Municipal Business Management, LLC
151
72
151
9
PMG Associates, Inc.
411
414
387
10
RER Consulting Enterprise, LLC
95
45
85
11
S. Davis & Associates, Inc.
DNP
328
243
*DNP denotes that the proposer did not propose on the specific category.
Price was submitted based on the hourly rates for key personnel performing the services in the
applicable category. The proposals included competitive prices that are acceptable as maximum rates
for the contracts. The actual rates will be negotiated at the Work Order stage, when a request for
services arises, and will not exceed the contractually established ceiling.
The Committee determined that firms scoring 70% and above (350 out of the available 500 points for
technical) have the necessary qualifications, relevant experience, technical capacity, trained personnel,
and project management required in the appropriate category to provide the services to meet the needs
of the City. Copies of the composite score sheets for each category are attached.
Negotiations will not be held since this is a pool, and all recommended proposers will be offered
participation in the Pool. Proposers will be offered the pool contract for signature in accordance with
the method of award specified in the solicitation.
Due diligence was conducted to determine proposer's responsibility, including verifying corporate
status, and that there are no performance or compliance issues. There were no adverse findings
related to any of the proposer's responsibility. Due diligence will also be conducted during the work
order process
Vendors Recommended for Inclusion in the Pool
The Committee recommended the following proposers be considered for participation in the Pool.
Proposers are listed below in alphabetical order under the applicable category.
PR 15194
General Management
Finance and Economics
Operations
1
1 AECOM Enterprise Incorporated
Bolton Partners, Inc.
AECOM Enterprise Incorporated
2
JRD & Associates, Inc.
Crowe Horwarth LLP
CMA Enterprise Incorporated
3
Management Partners, Incorporated
JRD & Associates, Inc.
Crowe Horwarth LLP
4
Milian, Swain & Associates, Inc.
Milian, Swain & Associates, Inc.
JRD & Associates, Inc.
5
PMG Associates, Inc.
PMG Associates, Inc.
PMG Associates, Inc.
PR 15194
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Memo to Daniel J. Alfonso
Award Memo for RFQ501331 Miscellaneous Management Advisory and Consulting Services
The City may periodically add members to the Pool in any of the categories. The City may also add
new categories. The addition of new members or categories will be done through a competitive
process, using the evaluation criteria established in the solicitation. The addition of new pool
members/categories will be based upon the need determined by the City. Notwithstanding the
foregoing, selection in the Pool does not guarantee work and does not provide for exclusive rights to
provide these consulting services to the City.
Approved: `" Date:
Daniel J. Alf s ,Cit Manager
cc: Fernando Casamayor, Assistant City Manager/Chief Financial Officer
Lydia Osborne, CPPO, Assistant Director, Procurement
Pablo J. Velez, Assistant City Attorney
PR 15194