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Home My WebLink AboutEvaluation Committee ReportCITY OF MIAMI, FLORIDA INTER -OFFICE MEMORANDUM Daniel J. Alfonso DATE - October 5, 2016 :- `2 City Manager SUBJECT Report of Evaluation Committee for RFP No. 603385 — Procurement Card Services F"o"' Annie Perez, CPPO REFERENCES Director, Procurement ENCLOSURES; Recommendation: Based on the below findings. the Procurement Department (Procurement) hereby requests approval to negotiate with the highest ranked responsive and responsible proposer, JPMorgan Chase Bank, N.A. (JPMorgan), in accordance with Request for Proposals (RFP) No. 603385, Section 2.9, Evaluation/Selection Process and Contract Award. Background: On July 11, 2016, procurement issued RFP No 603385 under full and open competition, on behalf of the City of MJ ami tCity) to obtain pr000sa's from experienced and qualified financial institutions interested in oroviding procurement card services. Currently, the City accesses procurement card services through the Miami Parking Authority's Contract No. 07-06, which will expire, on March 31. 2017. Four (4) proposals oie-e -eceived by tr.e City's Offica of the Clerk (Clerk) by the due date and time stipulated in the so;ici-:at:cn A_.Oas'. 15, 2C1 8 @ 2 p.m.). The Clerk's Bid Security List is attached hereto. The four (^) prposa s 'den`ified in the Clerk's Bid Security List were reviewed by Procurement staff to ascertain compliance with the submission requirements of the solicitation. Summary of scores - The Evaluation Comrni'tee (,Committee) met on September 22, 2016, and completed the review and evaluation of t"e four ia1 resoonsive prcposals following the guidelines published in the solicitation. The f`.nal scores are as follows: Pr000s.r Technical and Fees/Rebate Score (max. 500 1 .,Piviorgan Chase Bank, N.A. 438 2 U.S. Bank National Association 432 3 \,/ells Fargo Bank, N.A. 396 4 Su;i-i ruse Banks, Inc. 380 The Committee decided not to nc!d oiai presentations. PR16291 Memo to Daniel J. Alfonso, j Manager Report of Evaluation Committee for RFP No. 603385, Procurement Card Services Negotiations: The Committee recommends that the City enter into negotiations with the highest ranked responsive and responsible proposer, JPMorgan. Notwithstanding the foregoing, the Committee further recommends and requests approval, that in the event the City and JPMorgan are unable to reach an agreement, negotiations with JPMorgan will be terminated, and the City may begin negotiations with the next highest ranked responsive and responsible proposer, U.S. Bank National Association. This negotiation process will continue until an agreement, acceptable to the City, is reached. The following individuals will participate in the negotiations: Maria Carballeira, Procurement Administrator, COM Anthony Hansen, Senior Procurement Contracting Officer, COM Donald Bolden, Accounts Payable Supervisor, COM Fausto Alvarez, COM Finance Committee Member Consensus Statement: The Committee determined that the recommended proposer, which is also the incumbent provider, JPMorgan, has the required qualifications, experience, ratings, reporting capabilities and most robust rebate program to provide procurement card services that meet the needs of the City. Additionally, the financial institution has a proven track -record of administering procurement card services for large volume customers, both public and private, and has committed the necessary key personnel and customer support to ensure the City's seamless transition to the Master Card platform, as evidenced in their proposal submission. Copies of the score sheets for each Committee member are attached, as well as a composite score sheet. Approved: ZDnt,4& Daniel J. A0000, o, CManager AP:ah Attachments Date: /d c: Fernando Casamayor, Assistant City Manager/Chief Financial Officer, COM Rafael Suarez -Rivas, Senior Assistant City Attorney, COM Jose Fernandez, Director, Finance, COM Lydia Osborne, Ph.D., CPPD, CPPB, Assistant Director, Procurement, COM PR16291 Page 2 of 2 RFP NO. 603385 PROCUREMENT CARD SERVICES EVALUATION OF PROPOSALS COMPOSITE I ,LUATION \ PROPOSERS CRITERIA Maximum Maximum _ JP_Morgan U.S. Bank Points Total Points Chase Bank National Wells Fargo SunTrust Per Member (� members) N.A. Association Bank, N.A. Banks, Inc. Qualifications of Banking Institution/Staff (to include Proposer's relevant experience, memberships, 30 150 129 140 126 118 evaluations, personnel, project management) Technical Approach/Transition (to address the City's 30 150 138 125 120 110 unique needs) Reporting Capabilities 20 100 89 80 79 79 Fns/Rebates 20 100 82 87 71 73 TOTAL POINTS 100 500 438 432 396 380 SIGNATURE A. Chairperson Reviewed By 9/22/2016 DATE:I/ RFP NO. 603385 PROCUREMENT CARD SERVICES EVALUATION OF PROPOSALS ERICA PASCHAL, CITY OF MIAMI (FINANCE DEPARTMENT) EVALUATION \ PROPOSERS CRITERIA U.S. Bank JP Morgan Maximum National SunTrust Wells Fargo Chase Bank, Points Banks, Inc. Bank, N.A. Association N.A. Qualifications of Banking Institution/Staff (to include Proposer's relevant experience, memberships, 30 27 20 26 28 evaluations, personnel, project management) Technical Approach/Transition (to address the City's 30 27 20 27 28 unique needs) n�porting Capabilities 20 14 13 17 18 Fees/Rebates 20 14 13 18 17 TOTAL POINTS 100 82 66 88 91 10/3/2016 RFP NO. 603385 PROCUREMENT CARD SERVICES EVALUATION OF PROPOSALS DONALD BOLDEN, CITY OF MIAMI (FINANCE DEPARTMENT) EVALUATION PROPOSERS CRITERIA U.S. Bank JP Morgan Maximum National SunTrust Wells Fargo Chase Bank, Points Banks, Inc. Bank, N.A. Association N.A. Qualifications of Banking Institution/Staff (to include Proposer's relevant experience, memberships, 30 30 30 30 30 evaluations, personnel, project management) Technical Approach/Transition (to address the City's 30 25 25 15 30 unique needs) Reporting Capabilities 20 18 16 9 18 Fees/Rebates 20 18 18 10 18 TOTAL POINTS 100 91 89 64 96 10/3/2016 RFP NO. 603385 PROCUREMENT CARD SERVICES EVALUATION OF PROPOSALS NANCY NIEVES, VIRGINIA KEY BEACH PARK TRUST EVALUATION PROPOSERS CRITERIA U.S. Bank JP Morgan Maximum National SunTrust Wells Fargo Chase Bank, Points Banks, Inc. Bank, N.A. Association N.A. Qualifications of Banking Institution/Staff (to include Proposer's relevant experience, memberships, 30 25 15 20 15 evaluations, personnel, project management) Technical Approach/Transition (to address the City's 30 20 20 25 20 unique needs) R,.,_orting Capabilities 20 10 15 15 15 Fees/Rebates 20 15 15 15 10 TOTAL POINTS 100 70 65 75 60 10/3/2016 RFP NO. 603385 PROCUREMENT CARD SERVICES EVALUATION OF PROPOSALS ERIC ZICHELLA, FINANCE COMMITTEE MEMBER EvALUATION ` PROPOSERS CRITERIA \ U.S. Bank JP Morgan \ Maximum Points National SunTrust Wells Fargo Bank, N. Chase Bank, Banks, Inc. A. Association N.A. Qualifications of Banking Institution/Staff (to include Proposer's relevant experience, memberships, 30 30 28 25 28 evaluations, personnel, project management) Technical Approach/Transition (to address the City's 30 28 25 28 30 unique needs) Reporting Capabilities 20 20 20 20 20 Fees/Rebates 20 20 17 18 19 TOTAL POINTS 100 98 90 91 97 10/3/2016 RFP NO. 603385 PROCUREMENT CARD SERVICES EVALUATION OF PROPOSALS FAUSTO ALVAREZ, FINANCE COMMITTEE MEMBER EvALUATION PROPOSERS CRITERIA U.S. Bank JP Morgan Maximum National SunTrust Wells Fargo Chase Bank, Points Banks, Inc. Bank N.A. Association N.A. Qualifications of Banking Institution/Staff (to include Proposer's relevant experience, memberships, 30 28 25 25 28 evaluations, personnel, project management) Technical Approach/Transition (to address the City's 30 25 20 25 30 unique needs) Reporting Capabilities 20 18 15 18 18 Fees/Rebates 20 20 10 10 18 TOTAL POINTS 100 91 70 78 94 10/3/2016