General_Planning_Services.pdf

RFQ#202527 Page 1

REQUEST FOR QUALIFICATION

FOR

GENERAL PLANNING SERVICES

RFQ#202527

Submittal Due Date:

Tuesday, August 19, 2025 at 2:00 pm, EST

Non-Mandatory Pre-Submittal Meeting:

Thursday, August 7, 2025, EST

ISSUED BY:

Procurement & Contract Services Department

450 SE 6th Avenue Homestead, FL 33030

Date Issued: Friday, July 18, 2025

RESPONSES MUST BE SUBMITTED ELECTRONICALLY TO:

https://secure.procurenow.com/portal/cityofhomestead https://secure.procurenow.com/portal/%7bproject.government.code%7d

RFQ#202527 Page 2

TABLE OF CONTENTS

1. INTRODUCTION/BACKGROUND

2. SCOPE OF SERVICES

3. MINIMUM QUALIFICATIONS

4. CONTRACT/AGREEMENT

5. INSURANCE

6. SUBMITTAL CONTENT

7. SUBMISSION OF QUALIFICATIONS

8. EVALUATION COMMITTEE AND PROCEDURES FOR REVIEW

9. EVALUATION OF PROPOSALS

10. QUESTIONS REGARDING SPECIFICATIONS OR PROPOSAL PROCESS

11. OTHER MATTERS

12. DOCUMENT UPLOAD

13. Vendor Questionnaire

Attachments:

A - COH Forms

RFQ#202527 Page 3

1. INTRODUCTION/BACKGROUND

1.1. Summary

The City of Homestead is seeking Statements of Qualifications (SOQs) from qualified firms or individuals to provide General Planning Services on an as-needed basis through a continuing services contract. The selected firm(s) will support the City’s Development Services Department and other related departments in advancing current and long-range planning initiatives, reviewing development applications, preparing planning studies and reports, conducting public outreach, and assisting with zoning, land use, and comprehensive planning efforts.

The intent of this RFQ is to establish a pool of pre-qualified consultants who can be assigned specific planning tasks via task orders, based on project requirements and consultant expertise. Services will be requested at the

City’s discretion and may vary in scope and complexity.

The City anticipates awarding contracts to one or more firms for an initial period of three (3) years with the option to extend for two, one-year renewal terms, for a maximum of 5 years. This solicitation does not guarantee a minimum amount of work.

Qualified respondents must demonstrate experience in municipal planning, land development regulations, public engagement, policy analysis, and related planning functions. Minority-owned, women-owned, and small business enterprises are encouraged to submit qualifications. This Request for Qualifications (“RFQ”) is subject to the Florida Consultant’s Competitive Negotiations Act, Section 287.055, F.S.

The City of Homestead is an Equal Opportunity Employer and encourages participation from MBE/WBE/DBE businesses.

1.2. Background

The City of Homestead is located on the east coast of Florida, in southern Miami-Dade County. The City is a residential community with a population of about 87,000 year-round residents . The City was incorporated in

1913.

The City operates under the Council/Manager form of government and provides the following services:

general government, police, solid waste, water and sewer, public services, public utilities, parks and recreation, and planning and growth management.

1.3. Contact Information

Xintia Rubio-Rojas, CPPB

Senior Buyer

100 Civic Court

Homestead, FL 33030

Email: xrubio@cityofhomestead.com

Phone: (305) 224-4626

Department:

Development Services

Department Head:

Deborah Storch

Director of Development Services mailto:xrubio@cityofhomestead.com tel:(305)224-4626

RFQ#202527 Page 4

1.4. Timeline

Publication SD Newsleader & South Florida Business

Journal

Release Project Date July 18, 2025

Pre-Proposal Meeting (Non-

Mandatory)

August 7, 2025, 10:00am

Agenda

A NON-MANDATORY pre-proposal meeting will be held on the date and time listed above in the Procurement & Contract Services

Department conference room located at 450 SE

6th Avenue, Homestead, Florida 33030. At that conference all work will be discussed and all questions answered. No questions will be answered verbally except at the pre-proposal conference. You may submit questions via the

Questions & Answer tab.

Virtual Option:

https://cityofhomestead.webex.com/cityofhome stead/j.php?MTID=m87f423784f12c52cb03d2c

313d7b5b04

Question Submission Deadline August 13, 2025, 5:00pm

Proposal Submission Deadline August 19, 2025, 2:00pm

Virtual RFQ Opening:

https://cityofhomestead.webex.com/cityofhome stead/j.php?MTID=m4ac82f2e356d2e9fcd09f3

9c3eaafb5a

Evaluation Committe Meeting September 4, 2025

Committee of the Whole Tentative: September 2025 https://government-project.s3.amazonaws.com/167963/c8e57704-5eb2-4112-9ad9-1520aaddf6e1_202527-RFQ_Meeting_Agenda.pdf https://cityofhomestead.webex.com/cityofhomestead/j.php?MTID=m87f423784f12c52cb03d2c313d7b5b04 https://cityofhomestead.webex.com/cityofhomestead/j.php?MTID=m87f423784f12c52cb03d2c313d7b5b04 https://cityofhomestead.webex.com/cityofhomestead/j.php?MTID=m87f423784f12c52cb03d2c313d7b5b04 https://cityofhomestead.webex.com/cityofhomestead/j.php?MTID=m4ac82f2e356d2e9fcd09f39c3eaafb5a https://cityofhomestead.webex.com/cityofhomestead/j.php?MTID=m4ac82f2e356d2e9fcd09f39c3eaafb5a https://cityofhomestead.webex.com/cityofhomestead/j.php?MTID=m4ac82f2e356d2e9fcd09f39c3eaafb5a

RFQ#202527 Page 5

Council Meeting Tentative: September 2025

2. SCOPE OF SERVICES

The City is requesting qualifications from Proposers with experience in the following potential services:

2.1. General Planning Services including but not limited to:

1. Comprehensive Plan Services

Provide a comprehensive evaluation and update of the City’s Comprehensive Plan, including:

• Assessment of changes in local conditions and identification of any emerging or ongoing major issues;

• Review and evaluation of key objectives, goals, and policies for consistency and effectiveness;

• Analysis of concurrency issues and infrastructure capacity;

• Evaluation of each element of the Comprehensive Plan, including potential impacts of climate change;

• Preparation of recommended text amendments, new or revised policies, and other necessary updates to reflect changes in local conditions, community priorities, and State requirements;

• Drafting, adoption, and transmittal of Comprehensive Plan amendments in accordance with applicable State laws and procedures;

• Attendance at all required meetings and public hearings, including those of staff, the Land Planning

Agency, and City Council;

• Completion of any additional tasks necessary to successfully accomplish these assignments.

2. Code Amendments. Consultation regarding land development regulations and the zoning code and drafting and/or review of related ordinances/ resolutions and/or development orders.

The following tasks are anticipated:

• Analyze existing code sections and draft amendments or re-writings to update outdated or incomplete sections of the existing code.

• Produce graphic representations to support proposed amendments.

3. Planning Petitions. Consultation, review, processing, and presentation regarding various land development issues (e.g., site plans, special exceptions, variances).

4. Interpretations. Interpretation of the City’s Zoning Code and issuance of official interpretations.

5. Planning Studies. Perform planning studies; data collection and analysis.

6. Meetings. Attend staff meetings, Land Planning Agency meetings, City Council meetings, and other City board meetings, upon request.

7. Community Communications. Meet with residents, developers, architects, property owners and the general public, as needed.

RFQ#202527 Page 6

8. Architectural Services. Provide architectural peer review and application of design standards.

9. Survey and mapping

10. Urban design

11. Historic preservation

12. Public Art

13. Other urban planning roles related to City activities

14. Architectural Style Standards

15. Design Standards-Pattern Books

16. Market Study(ies)

17. Landscape Standard

18. Design Guidelines

19. LEED Requirements

2.2. Traffic Engineering and Planning

Provide expertise to support the City in the technical tasks of all areas of urban and transportation planning to guide public policy planning, decision making, and investments related to transportation, transit-oriented development (TOD), and other mobility needs.

The following tasks are anticipated:

1.Review traffic analysis methodologies at the inception of a project.

2. Review traffic analysis and provide comments to applicant.

3. Check and/or determine required ROW improvements warranted by the analysis.

2.3. LEED and Sustainability Consulting (Professional and Design Service in Addition to

Architecture)

Provide general LEED (or other certification agency as approved by the City) consulting to include assisting in selection of appropriate LEED goals for specific projects; assist in development of LEED project components and providing acceptable product specifications for those components; review all LEED related component submissions; develop and maintain LEED tracking score cards.

2.4. Graphic Design

Provide all graphic design services which could be required for way-finding programs, educational graphics, building elevations or other related work.

2.5. Economic Development Planning and Research

Provide expertise to support the City Council’s economic development program including researching and developing long-term objectives, strategies, and approaches to urban redevelopment and revitalization;

analysis of business incentives and economic impact; economic analysis reports using Regional Economic

Models, Inc. software and other economic research tools; and assessing tax revenue and economic impacts of redevelopment/revitalization projects. Provide professional support if needed to research, compile, analyze and interpret data on economic, labor, and demographic conditions and trends.

RFQ#202527 Page 7

2.6. Landscape Design Plan Review and Inspections Services

Provide professional landscape architecture plan review and inspection services by a registered Landscape

Architect and/or Arborist on an as-needed basis. Services may include but are not limited to:

1) Plan check review of concept and construction landscape plans and park plans, technical studies, and technical specifications and perform in accordance with the design policies and standard plans.

2) Attendance at development/planning case meetings, as requested

3) Site Inspections

4) Scheduling and Tracking Inspections

5) Review Cost Estimates; and

6) Advise staff on new landscaping regulations and/or standards. If Proposer’s personnel are assigned to City, the assigned personnel shall be at a minimum a registered Landscape Architect or Arborist.

2.7. Perform other planning duties as assigned or directed by the Development Services

Director or City Manager

These tasks are not to be construed as a complete statement of all duties to be performed. Proposers may be required to perform other job-related duties as required. City shall have the right, in its sole and absolute discretion, to require additional services that are consistent with the scope of services and those activities typically performed by general planning Proposers and for which the Proposer(s) are experienced, qualified, and able to perform. All services shall be performed and completed in compliance with Florida law, the Florida

Building Code, the City’s Charter and Code of Ordinances, and all other applicable codes, laws, rules, and regulations governing these services.

2.8. Sub-Proposers

A Sub-Proposer is an individual or Proposer contracted by the Proposer to assist in the performance of services required under this RFQ. A Sub-Proposer shall be paid through Proposer and not paid directly by the City. Sub-Proposers are permitted by the City in the performance of the services pursuant to the Contract. Proposer must clearly reflect in its RFQ the Sub-

Proposer(s) to be utilized in the performance of required services. The City retains the right to accept or reject any Sub-Proposer. Any and all liabilities regarding the use of a Sub-Proposer shall be borne solely by the successful Proposer and insurance for each Sub-Proposer must be maintained in good standing and approved by the City throughout the duration of the Contract.

Neither the Successful Proposer nor any of its Sub-Proposers are considered employees or agents of the City. Failure to list all Sub-Proposers and provide the required information may disqualify any proposed Sub-Proposer from performing work pursuant to this RFQ.

Proposers shall include in their Statement of Qualifications the requested Sub-Proposer information and include all relevant information required of the Proposer. In addition, within five

(5) working days after the identification of the award to the successful Proposer(s), the Proposer shall provide a list of Sub-Proposers that the successful Proposer intends to utilize in the

Contract, if applicable. The list shall include, at a minimum, the name, and location of the place of business for each Sub-Proposer, the services the Sub-Proposer will provide relative to any

Contract that may result from this RFQ, Sub-Proposer’s hourly rates or fees, any applicable licenses, insurance, references, ownership, and other information required of the Proposer.

3. MINIMUM QUALIFICATIONS

RFQ#202527 Page 8

Proposers must meet the following minimum qualifications in order to be considered responsive to this RFQ:

A. As of the submission deadline, the Proposer shall have a minimum of three (3) years of experience satisfactorily providing the same or similar services requested under this RFQ.

Prior experience working with municipalities or other public entities preferred.

B. As of the submission deadline, the Proposer (if a corporation or limited liability company) shall be registered with the Florida Secretary of State and be in good standing.

C. Any Proposer that fails to meet these minimum requirements will not be eligible for inclusion in the pool of qualified Proposers.

4. CONTRACT/AGREEMENT

After selection of Consultant by the City, an Agreement will incorporate the major terms and conditions for Consultant's performance. The Agreement shall be in a form, as approved by the

City Attorney for legal form and sufficiency, and shall include, but not be limited to, the following matters:

(1) The services to be provided by the Consultant pursuant to the Agreement shall be nonexclusive and nothing therein shall preclude the City from engaging other firms to perform the same or similar services for the benefit of the City within the City's sole and absolute discretion.

(2) The Consultant shall warrant that it has not employed or retained any company or person, other than a bona fide employee working solely for the Consultant, to solicit or secure a contract pursuant to this Invitation to Submit Qualifications. Also, that it has not paid or agreed to pay any person(s), company, corporation, individual, or firm, other than a bona fide employee working solely for the Consultant any fee, commission, percentage, gift, or any other consideration, contingent upon or resulting from the award of a contract pursuant to this

Invitation to Submit Qualifications.

(3) The Agreement will include provisions for termination for cause by either party and for the convenience of the City.

(4) The Consultant shall be required to warrant and represent that at all times during the term of the Agreement it shall maintain in good standing all required licenses, certifications and permits required under federal, state and local laws necessary to perform the services.

(5) All work of a specified nature to be performed by Consultant shall be outlined in the

Agreement.

(6) The Agreement will provide for the fees for services, which Consultant shall charge the

City and shall be scope specific.

(7) The Consultant shall at all times carry professional liability insurance, workers' compensation insurance, public liability and property damage insurance, and automotive public

RFQ#202527 Page 9 liability and property damage insurance with minimum policy limits in the amount of One

Million Dollars ($1,000,000) per occurrence, except that dollar amount of workers' compensation coverage shall be as provided by Chapter 440.055, Florida Statutes. The City shall be named as an additional insured on each of the liability insurance policies to the extent authorized by law. Each insurance policy shall state that it cannot be cancelled or modified without written notice to the City at least 30 days prior to the effective date of cancellation or modification.

(8) Each Consultant shall be required, pursuant to Chapter 287, Florida Statutes, to execute a

"Sworn Statement on Public Entity Crimes" prior to the execution of a contract resulting from this Request for Qualifications. By executing this sworn statement, the Consultant is affirmatively stating that neither it nor an affiliate (as defined in the statute) has been convicted of a public entity crime, and that it is not barred from entering into the contract. The Consultant shall further acknowledge that any misstatement or misrepresentation of fact, lack of compliance with the statute, or subsequent conviction of a public entity crime shall result in the contract being null and void and/or subject to immediate termination by the City. In the event of such termination, the City shall not incur any liability for any work or materials furnished by the

Consultant.

(9) Consultants shall invoice the City, as negotiated. Each invoice shall, detail the contract price, payments made to date, percentage of completion of the assignment, project or phase, payment due this invoice, remaining balance due. Invoices shall itemize hours, hourly wage, or other unit agreed upon as measurement of payment during negotiations, if requested. If hourly, invoices shall identify the name and title of personnel who performed the work.

(10) Consultant shall indemnify and hold harmless the City, its officers and employees, from liabilities, damages, losses and costs, including, but not limited to, reasonable attorneys' fees, to the extent caused by the negligence, recklessness or intentional wrongful conduct of the

Consultant and persons employed or utilized by the Consultant in the performance of the

Agreement.

(11) The Consultant shall pay all royalties and assume all costs arising from the use of any invention, design, process materials, equipment, product or device which is the subject of patent rights or copyrights. Consultant shall, at its own expense, hold harmless and defend the City against any claim, suit or proceeding brought against the City which is based upon a claim, whether rightful or otherwise, that the goods or services, or any part thereof, furnished under the contract, constitute an infringement of any patent or copyright of the United States. The

Consultant shall pay all damages and costs awarded against the City in such matter.

(12) An understanding and agreement, by and between the Consultant and the City, that the completion time will be as specified in approved work authorizations and that all work shall be prosecuted regularly, diligently, and uninterrupted at such rate of progress as will ensure full completion thereof as specified in the Scope of Services.

(13) The Agreement will provide for the City to designate a Contract Administrator, who shall be responsible for the project.

RFQ#202527 Page 10

(14) Public Records Act Compliance:

PUBLIC RECORDS

1. The successful proposer who is ultimately awarded a City contract pursuant to this solicitation

(the “Contractor”) agrees to keep and maintain public records in Contractor’s possession or control in connection with Contractor’s performance under the Agreement. Contractor additionally agrees to comply specifically with the provisions of Section 119.0701, Florida

Statutes. Contractor shall ensure that public records that are exempt or confidential and exempt from public records disclosure requirements are not disclosed, except as authorized by law, for the duration of the Agreement, and following completion of the Agreement until the records are transferred to the City.

2. Upon request from the CITY custodian of public records, CONTRACTOR shall provide the

CITY with a copy of the requested records or allow the records to be inspected or copied within a reasonable time at a cost that does not exceed the cost provided by Chapter 119, Florida

Statutes, or as otherwise provided by law.

3. Unless otherwise provided by law, any and all records, including but not limited to reports, surveys, and other data and documents provided or created in connection with this Agreement are and shall remain the property of the CITY.

4. Upon completion of this Agreement or in the event of termination by either party, any and all public records relating to the Agreement in the possession of the CONTRACTOR shall be delivered by the CONTRACTOR to the CITY MANAGER, at no cost to the CITY, within seven

(7) days. All such records stored electronically by CONTRACTOR shall be delivered to the

CITY in a format that is compatible with the CITY’S information technology systems. Once the public records have been delivered upon completion or termination of this Agreement, the

CONTRACTOR shall destroy any and all duplicate public records that are exempt or confidential and exempt from public records disclosure requirements.

5. Any compensation due to CONTRACTOR shall be withheld until all records are received as provided herein.

6. CONTRACTOR’s failure or refusal to comply with the provisions of this section shall result in the immediate termination of this Agreement by the CITY.

Section 119.0701(2)(a), Florida Statutes

IF THE CONTRACTOR HAS QUESTIONS REGARDING THE

APPLICATION OF CHAPTER 119, FLORIDA STATUTES, TO THE

CONTRACTOR’S DUTY TO PROVIDE PUBLIC RECORDS RELATING TO

THIS CONTRACT, CONTACT THE CUSTODIAN OF PUBLIC RECORDS.

Custodian of Records: ELIZABETH SEWELL, CITY CLERK

Mailing address: 100 CIVIC COURT, HOMESTEAD, FL 33030

Telephone number: 305-224-4442Email: ESEWELL@HOMESTEADFL.GOV

(15) Contract/Service Audit: The successful proposer who is ultimately awarded a City Contract pursuant to this solicitation (the “Contractor”) hereby grants City the right to audit any of Contractor’s books, documents and papers that were generated during the course of administration of the Contract and the performance of the services pursuant to the Contract.

mailto:ESEWELL@HOMESTEADFL.GOV

RFQ#202527 Page 11

5. INSURANCE

These are mandatory insurance requirements, please be sure to fulfill each requirement listed below. All policies, endorsements, certificates and/or binders shall be subject to approval by the

City’s Risk Management as to form and content. These requirements are subject to amendment or waiver only if so approved in writing by a duly authorized representative of the City. A lapse in any required insurance coverage during this Contract shall be considered a material breach. Further it is understood and agreed by Consultant that nothing in this provision shall waive or otherwise limit the right of the City to modify INSURANCE REQUIREMENTS to meet the demands of special or unique circumstances. Accordingly, those rights are expressly reserved by the City.

The insurance obligations under this Contract shall be: all the insurance coverage and/or limits carried by or available to the Consultant or the minimum insurance requirements and/or limits shown in this Contract, whichever is greater. Any insurance proceeds in excess of or broader than the minimum required coverage and/or minimum required limits, which are applicable to a given loss, shall be available to the City. No representation is made that the minimum insurance requirements of this Contract are sufficient to cover obligations of the Consultant under this

Contract.

Throughout the term of this agreement and for all applicable statutes of limitation periods, Consultant agrees to have and maintain in full force and effect the insurance policies set forth in this article. All policies must contain an endorsement requiring minimum thirty (30) days written notice from the insurance company to the City prior to cancellation or any change in coverage, scope or amount of any such policy or ten day notice for non-payment of premium.

CONSULTANT EXPRESSLY AFFIRMS THAT IT HAS HAD THE OPPORTUNITY TO

RECOVER THE COSTS OF THE INSURANCE REQUIRED IN ITS CONTRACT PRICE.

a. All insurance policies shall be issued by insurers that are authorized to transact business in the

State of Florida, and have an A. M. Best's financial and size rating of A-VIII or better.

b. All insurance policies, except Property, Workers Compensation and Professional Liability (if applicable), shall name and endorse the following as additional insured: The City of Homestead, its employees, directors, officers, agents, independent contractors, successors and assigns, and other authorized representatives as additional insured to the extent of the contractual obligation assumed by the Consultant. The Commercial General Liability policy shall be endorsed with the

ISO CG2010 Additional Insured endorsement (or similar endorsement with coverage at least as broad as the ISO CG 2010) and the ISO CG 2037 Additional Insured – Completed Operations endorsement (or similar endorsement with coverage at least as broad as the ISO CG 2037). As additional insured, the City shall be defended and indemnified for claims to the extent caused by the acts, actions, omissions or negligence of Consultant, its employees, agents, subcontractors, and representatives; but is not defended or indemnified for the additional insured’s own acts, actions, omissions, negligence.

c. It is specifically agreed that the City of Homestead shall not be liable to the Consultant for any liability arising out of the performance of this Agreement. Consultant specifically waives any and

RFQ#202527 Page 12 all rights of recovery it may have against the City of Homestead, independent of any waiver of rights of recovery by any insurer. All insurance policies shall include a Transfer of Rights of

Recovery Against Others to Us/Waiver of Subrogation in favor of the City.

Consultant agrees to obtain any endorsement that may be necessary to effect all waivers of subrogation, but this provision applies regardless of whether or not the City has received a waiver of subrogation endorsement from the insurer.

d. All insurance policies shall be endorsed to provide that (a) Consultant’s Insurance is primary and non-contributory to any other Insurance available to the City of Homestead with respect to claims covered under the policy and (b) Consultant’s insurance applies separately to each insured against who claims are made or suit is brought and that the inclusion of more than one insured shall not operate to increase the insurer’s limit of liability. Self-insurance shall not be acceptable.

Any policy including a self-insured retention (“SIR”) in the primary layer of liability in any amount must be submitted to and approved by the City’s Risk Management Department prior to risk approval.

e. If the Consultant fails to submit the required insurance certificate(s) in the manner prescribed with the executed agreement submitted to the City and if not submitted with the executed agreement in no event exceed three (3) calendar days after request to submit certificate(s) of insurance, the Consultant shall be in default, and the Contract may be rescinded at the City’s sole discretion. Under such circumstances, the Consultant may be prohibited from submitting future solicitations to the City.

f. Consultant shall carry the following types of insurance coverage whether products and/or services provided by Consultant to the City in connection with the performance of this Contract occur on City premises or not.

(1) WORKER'S COMPENSATION: As required by the State of Florida with the statutory limits, and include employers’ liability insurance with a limit of not less than $1,000,000 for each accident, $1,000,000 for each disease and $1,000,000 for aggregate disease. Policy shall be endorsed with a “Waiver of Our Right to Recover From Others” endorsement which favors the

City. A copy of NCCI Form WC 00 03 13 (or similar endorsement with coverage at least as broad as NCCI Form WC 00 03 13) issued by the insurer may be required for risk review and shall be provided by Consultant at any time upon request.

If Consultant’s workers compensation program is part of an employee-leasing or co-employment arrangement where certain Statutory employees may be excluded from coverage, Consultant specifically agrees to indemnify, hold harmless, defend against and pay or reimburse the City for losses the City or its insurers may be obligated to pay to any natural person who is denied workers compensation benefits or employers liability coverage that arise out of or result from Consultant’s employee-leasing or co-employment arrangement.

(2) AUTOMOBILE LIABILITY: Consultant shall carry automobile liability insurance with minimum limits of One Million ($1,000,000) dollars, combined single limit per occurrence for bodily injury liability and property damage. The policy is to be written on ISO Form CA 00 01

RFQ#202527 Page 13 covering any auto (Symbol 1) or if Consultant has no owned autos, covering hired (Symbol 8) and non-owned (Symbol 9) autos. Policies shall be endorsed to add the City of Homestead as

Additional Insured and include a Waiver of Subrogation in favor of the City. Coverage must be primary and non-contributory to any other insurance available to the City of Homestead. Copies of the endorsements or policy forms reflecting these terms may be required for risk review and shall be provided by Consultant at any time upon request.

(3) COMMERCIAL GENERAL LIABILITY: Consultant shall carry Commercial General

Liability Insurance for all on-going and completed operations of the Consultant, including all on-going and completed operations of all Consultant’s sub-contractors and shall include but shall not be limited to Contractual, Products and Completed Operations and Personal and Advertising Injury coverage with limits of not less than: One million ($1,000,000) dollars each Occurrence and for

Personal and Advertising Injury coverage and two million ($2,000,000) dollars for Products –

Completed Operations Aggregate and General Aggregate. The Commercial General Liability insurance policy must include but shall not be limited to the following listed Coverages: Coverage

A – Bodily Injury and Property Damage Liability, Coverage B – Personal and Advertising Injury

Liability, and Coverage C – Medical Payments. Coverage shall include but shall not be limited to coverage for premises and/or operations, independent contractors, products and/or completed operations for contracts, contractual liability, broad form contractual coverage, broad form property damage, products, completed operations, and personal injury. Personal injury coverage shall include coverage that has the employee and contractual exclusions removed.

Consultant’s Commercial General Liability insurance coverage shall be primary and non-contributory. For any claim related to this contract, this coverage shall be primary coverage at least as broad as ISO CG 20 01 04 13 – PRIMARY AND NONCONTRIBUTORY – OTHER

INSURANCE CONDITION as respects the City, its officers, officials, employees, and volunteers.

Any insurance or self-insurance maintained by the City, its officers, officials, employees, or volunteers shall be excess of the Consultant’s insurance and shall not contribute with it.

The City’s Risk Management Department will not accept an insurance policy that includes the ISO

CG 21 39 CONTRACTUAL LIABILITY LIMITATION, the ISO CG 24 26 AMENDMENT OF

INSURED CONTRACT DEFINITION or similar endorsements. The Commercial General

Liability policy must be endorsed to add the City of Homestead as Additional Insured and include a waiver of subrogation endorsement in favor of the City. Copies of these endorsements and/or policy forms reflecting these terms may be required for risk review and shall be provided by

Consultant to the City at any time upon request.

(4) COMMERCIAL UMBRELLA / COMMERCIAL EXCESS LIABILITY: Consultant shall carry and maintain minimum $1,000,000 per Occurrence and $1,000,000 Aggregate excess liability limits over underlying Commercial General Liability, Auto Liability and Employer’s

Liability coverage as outlined above.

(5) ARCHITECTS / ENGINEERS PROFESSIONAL LIABILITY INSURANCE (ERRORS

AND/OR OMISSIONS): Consultant shall carry and maintain Professional Liability insurance with minimum limits of $2,000,000 per Claim or Occurrence and $2,000,000 Aggregate. Unless

RFQ#202527 Page 14 coverage is written on an Occurrence Form, the retroactive date must be no later than the date of this Contract and must be evidenced on the certificate of insurance provided to the City.

If coverage is written on a Claims-Made form, Consultant/Bidder shall satisfy the requirements of this Section by either: (1) maintaining a Professional Liability policy as outlined above for 36 months post-completion OR (2) terminating Professional Liability insurance coverage post-completion AND purchasing an Extended Reporting Period (“ERP”) Endorsement (with a 36-month term minimum) within 10 working days of policy termination. If Consultant/Bidder chooses

Option (2) at any time post-completion, a copy of the ERP shall be provided to the City within 30 calendar days.

(6) UNMANNED AERIAL SYSTEMS / VEHICLE (“UAV”) LIABILITY: Where Consultant o perates and/or otherwise utilizes UAVs (aka “Drones”) or engages a third party to operate and/or otherwise utilize UAVs, Proposer shall provide to City Risk Management for approval prior to commencing any UAV-related operations: (1) satisfactory evidence of insurance with limits of no less than $1,000,000 per Occurrence / $2,000,000 Aggregate and (2) any and all other requested documentation.

CONSULTANT IS SPECIFICALLY AND EXPRESSLY FORBIDDEN BY CITY TO (1) USE,

(2) OPERATE OR (3) CAUSE TO BE OPERATED UNMANNED AERIAL VEHICLE(S)

AND/OR UNMANNED AERIAL SYSTEM(S) (i.e “DRONES”) WITHIN CITY CONFINES AT

ANY TIME DURING THE TERM THIS RFQ OR SUBSEQUENT AGREEMENT IS IN FORCE

UNLESS IN COMPLIANCE WITH THE REQUIREMENTS OF THIS SECTION.

g. Consultant shall be solely responsible for ensuring that all vendors and/or independent or sub-contractors (“sub-contractors”) also comply with the insurance requirements, terms, conditions, limits and related criteria as outlined above and shall specifically require Professional Liability, Commercial General Liability, Auto Liability and Florida Workers Compensation coverage from any sub-contractor utilized by Consultant.

h. CONSULTANT’S PROPERTY: Consultant and its subcontractors, if any, are solely responsible for any loss or damage to their personal property, including but not limited to tools and equipment, scaffolding, and temporary structures, rented machinery, or owned and leased equipment. A waiver of subrogation shall apply in favor of the City of Homestead.

i. Consultant shall provide the City of Homestead’s Contract Administrator/Buyer with a copy of the certificate(s) of insurance and endorsements evidencing the types of insurance and coverage required in this Section within three (3) calendar days of Consultant’s receipt of Notice of Intent to Award the Contract and, at any time thereafter, upon request by the Contract

Administrator/Buyer. It is the CONSULTANT’S responsibility to ensure that the Contract

Administrator/Buyer is provided with evidence of current insurance on file with the City during the term of this Agreement, or longer as may be required herein.

j. Consultant's Insurance Policies shall be endorsed to provide the City with at least thirty (30) calendar days prior written notice of cancellation, non-renewal, restrictions, or reduction in coverage or limits or ten days for non-payment of premium. Notice shall be sent to:

RFQ#202527 Page 15

City of Homestead

Attn: Procurement & Contract Services Department

450 SE 6th Avenue

Homestead, FL 33030

k. If any of the Consultant's insurance policies are written on a “claims-made” or “reported” basis or coverage form, then Consultant shall maintain such insurance coverage for a period of

FIVE (5) years after the expiration or termination of this agreement including any and all extensions or renewals of this agreement. This requirement may be met by keeping the policy(ies) in force, or by obtaining an extended reporting period coverage endorsement, an extension of coverage commonly known as “Tail” Coverage, which provides coverage for claims presented past the expiration of the policy(ies) arising from work performed during the policy period.

l. If any of Consultant's Insurance policies includes a general aggregate limit and provides that claims investigation or legal defense costs are included within the general aggregate limit, the general aggregate limit that is required shall be no less than five (5) times the per occurrence limit as specified above in this Section.

m. The provisions of this Section shall survive the expiration or termination of this agreement.

n. PAYMENT: If any of the insurance policies required under this Section lapse during the term of this agreement or any extension or renewal of the same, Consultant shall not receive payment from the City until such time that the City has received satisfactory evidence of reinstated coverage of the types and coverage specified in this Section that is effective as of the lapse date. The City, in its sole discretion, may terminate the Agreement immediately and no further payments shall be due to Consultant.

o. RENEWAL OF INSURANCE: Consultant shall be responsible for assuring that the insurance certificate/ endorsements required in conjunction with this section remains in force for the duration of the Contract term. If the insurance certificate/endorsements are scheduled to expire during this period, Consultant shall be responsible for submitting a new or renewed insurance certificate/ endorsements to the City at a minimum of thirty (30) calendar days in advance of such expiration.

In the event that expired certificate/endorsements are not replaced with a new or renewed certificate(s) evidencing acceptable insurance coverage which covers the Contract term, the City may suspend this Agreement until such time as the new or renewed certificate/endorsements evidencing acceptable insurance coverage are received by the City.

p. MINIMUM COVERAGE: Insurance coverage in the minimum amounts set forth herein shall not be construed as to relieve Consultant of liability in excess of such coverage, nor shall it preclude or otherwise limit the City from taking other action(s) as may be available under any other provision(s) of this Agreement or otherwise in law or equity.

q. CONFLICT: In the event that a conflict arises between the provisions of any agreement, contract or understanding that arises out of this Bid and this Section, the provisions of this Section shall control and prevail.

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r. DISCLOSURE OF INFORMATION: Consultant agrees that the City may disclose the name and contact information of its insurers to any third party which presents a claim against the City for any damages or claims resulting from or arising out of work performed by the Consultant, its agents, employees, servants or subcontractors in the performance of this contract.

s. RELAXATION OR SUSPENSION OF INSURANCE REQUIREMENTS: If, in the opinion of the City, full compliance with the insurance requirements in this Section is not commercially practicable for the Consultant, and would not be commercially practicable for most other

Consultants qualified to perform the Project or Work, at the written request of the Consultant, the

City may, in its sole discretion, and subject to any conditions it deems appropriate, relax or temporarily suspend, in whole or in part, the insurance requirements which would otherwise apply to the Consultant. As a condition to any such relaxation of the insurance requirements, City may require Consultant to provide the City with written evidence satisfactory to the City that full compliance with the insurance requirements is neither commercially practicable for the

Consultant, nor commercially practicable for most other Consultants qualified to perform the

Work. Any such modification shall be subject to the prior written approval of the City, and subject to the conditions of such approval.

t. SUBSEQUENT AGREEMENTS: The requirements of this Section shall extend to any subsequent written agreement which results from this RFQ and shall represent the City’s minimum insurance requirements. Consultant understands and agrees that the insurance requirements may be updated or amended at the sole discretion of the City’s Risk Manager in any subsequent agreement executed which is subject to this RFQ based on the nature of the risk, prior experience, insurer, coverage or other special circumstances.

6. SUBMITTAL CONTENT

Consultants interested in performing these professional services must display considerable relevant experience with the specified type of work and should emphasize both the experience and capability of particular personnel who will actually perform the work.

In order to ensure a uniform review process and to obtain the maximum degree of comparability, it is expected that the submittals be organized in the manner specified below.

The following information and documents are required to be provided with Proposers Response to this RFQ. Failure to do so may deem your proposal non-responsive.

TAB 1: TABLE OF CONTENTS

The table of contents should outline in sequential order the major areas of the submittal, including enclosures.

All pages must be consecutively numbered and correspond to the Table of Contents.

TAB 2: INTRODUCTION LETTER (not to exceed three pages)

An introductory letter, introducing the Proposer including the corporate name (if applicable), address and telephone number of principal office, number of years in business and staff size. Include a reproduction of

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Corporate Charter Registration, if applicable. Indicate the primary person responsible for this project.

Introduction shall be signed by an individual authorized to bind the firm.

TAB 3: APPROACH TO THE SCOPE OF SERVICES (unlimited pages)

The proposal shall include a description of the proposed general services engagement, with any exhibits or documentation deemed essential, addressing the following:

1) Overall approach and methods to accomplish the general planning services;

2) Working knowledge of the City of Homestead;

3) Describe the current work load of each person who will be involved in the Proposal;

4) Summarize other Proposer resources available to meet the City’s needs;

5) Provide information regarding any proposed innovative concepts that may enhance value and quality of the proposed work; and

6) Any favorable cost containment approaches or additional or alternative ideas that may be successful if implemented by the City.

TAB 4: WORK EXPERIENCE

The proposal shall include past performance, including the total number of similar entities to which the

Proposer has provided general planning services. The Proposer shall list a minimum of three (3) projects it has worked on in the past five (5) years of similar scope and complexity. Emphasis should be on planning services provided for municipal clients within the State of Florida. The descriptions shall include: the client’s reference and contact information; key project staff; summary of the work performed; the contract amount; the schedule;

and the project’s achievements, milestones and hardships. The Proposer may submit both as a prime and/or serve as a sub-Proposer under another Proposal.

TAB 5: KEY STAFF EXPERIENCE AND QUALIFICATIONS

Proposers shall submit the following information (for Proposer and any sub-Proposers) as described in the sections below:

1) Staffing levels at office locations;

2) Total staff available for this Proposal and the anticipated percentage of general planning work to be performed by various levels of staff including organizational chart;

3) Experience and qualifications of all key Proposer and Sub-Proposer players (Provide resumes and licenses of all persons who will be involved in the engagement of the general planning services.); and

4) List of tasks to be subcontracted out;

5) Financial Information – Provide financial data for your company as well as any other subcontractor with which you are proposing to use for these services.

TAB 6: REFERENCES

Provide a minimum of five (5) references for which the Proposer provided a similar general planning service within the past five years of the scope and nature required by this RFQ similar in size to the City of

Homestead. These references must include, as a minimum: name of company; contact person; address; e-mail address; and telephone number. References shall include the general description of the project, the dates, and whether time lines were met.

Letters of Commendations or Recommendation may be included in this section.

TAB 7: SAMPLE CERTIFICATE OF INSURANCE

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Firms must provide proof of insurance at the time of RFQ submission; however, full compliance with the insurance requirements will be mandatory upon contract execution. Completely filled out listing the Insurance

Companies names for both Professional Liability and General Liability and the dollar amounts of the coverage.

TAB 8: ATTACHED FORMS

1. The attached Proposer's Certification, ADA Disability Nondiscrimination Statement, Business Entity Affidavit, Certification regarding Debarment, Drug-Free Workplace Affidavit, Scrutinized Companies, E-Verify, Sworn Statement on Public Entity Crimes, Performance

Surveys, Notification of Social Security Number Collection and Usage, W-9, Noncoercive

Affidavit, Affidavit Regarding Prohibition on Contracting with Entities of Foreign Countries of

Concern, Proposer's Certification must be completed and submitted with statement of qualifications.

2. Proposer or Vendor hereby recognizes and certifies that no elected official, board member, or employee of the City of Homestead (the "City") shall have a financial interest directly or indirectly in this transaction or any compensation to be paid under or through this transaction, and further, that no City employee, nor any elected or appointed officer (including City board members) of the City, nor any spouse, parent or child of such employee or elected or appointed officer of the City, may be a partner, officer, director or proprietor of Proposer or Vendor, and further, that no such City employee or elected or appointed officer, or the spouse, parent or child of any of them, alone or in combination, may have a material interest in the Vendor or Proposer.

Material interest means direct or indirect ownership of more than 5% of the total assets or capital stock of the Vendor or Proposer. Any exception to these above described restrictions must be expressly provided by applicable law or ordinance and be confirmed in writing by City. Further, Proposer or Vendor recognizes that with respect to this transaction or bid, if any Proposer or

Vendor violates or is a party to a violation of the ethics ordinances or rules of the City, the provisions of Miami-Dade County Code Section 2-11.1, as applicable to City, or the provisions of Chapter 112, part III, Fla. Stat., the Code of Ethics for Public Officers and Employees, such

Proposer or Vendor may be disqualified from furnishing the goods or services for which the bid or proposal is submitted and may be further disqualified from submitting any future bids or proposals for goods or services to City. Proposer or Vendor must complete and execute the

Business Entity/Conflict of Interest Affidavit form. The terms "Proposer" or "Vendor," as used herein, include any person or entity making a proposal herein to City or providing goods or services to City.

7. SUBMISSION OF QUALIFICATIONS

A. Format of Submittal: The format set forth in this RFQ Section 6 Submittal Content should be strictly followed.

B. Incurred Expenses: The City is not responsible for any expenses which proposers may incur preparing and submitting their qualifications called for in this Request for

Qualifications.

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C. Interviews: The City reserves the right to conduct personal interviews or require presentations prior to selection. The City will not be liable for any costs incurred by the proposer in connection with such interviews/presentations (i.e. travel, accommodations, etc.).

D. Request for Modification: The City reserves the right to request that the Proposer modify his proposal to more fully meet the needs of the City.

E. Submittal Acknowledgment: By submitting a statement of qualifications, the proposer certifies that he has fully read and understands the RFQ method and has full knowledge of the scope, nature, and quality of work to be performed.

F. Request for Additional Information: The proposer shall furnish such additional information as the City of Homestead may reasonably require. This includes information which indicates financial resources as well as ability to provide the services. The City reserves the right to make investigations of the qualifications of the proposer as it deems appropriate, including but not limited to, a background investigation conducted by the

Homestead Police Department.

G. Acceptance/Rejection/Modification to Submittals: The City reserves the right to negotiate modifications to Proposals that it deems acceptable, reject any and all proposals, and to waive minor irregularities in the proposals and to make awards in the best interest of the

City. Any intentional omissions, alterations, or false representations may be grounds for rejection of any proposal.

H. Proposals Binding: All proposals submitted shall be binding for three hundred sixty-five

(365) calendar days following opening.

I. Addendum or Amendment to Request for Qualifications: If it becomes necessary to revise or amend any part of this Request for Submittal, the City’s Procurement &

Contract Services Director will furnish the revision by written Addendum and will be posted via the E-Procurement Portal Addenda tab. Proposer(s) shall be responsible to periodically check the City’s E-Procurement Portal for addendums and must acknowledge receipt of any formal…