brenda dn: dc=cty, dc=broward, dc=bc, billingsley … · 2018-09-24 · recommendation memorandum...
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FINANCE AND ADMINISTRATIVE SERVICES DEPARTMENTPURCHASING DIVISION 115 S. Andrews Avenue, Room 212 • Fort Lauderdale, Florida 33301 • 954-357-6066 • FAX 954-357-8535
Broward County Board of County CommissionersMark D. Bogen • Beam Furr • Steve Geller • Dale V.C. Holness • Chip LaMarca • Nan H. Rich • Tim Ryan • Barbara Sharief • Michael Udine
www.broward.org
DATE: September 21, 2018
TO: Evaluation Committee Members
THRU: Brenda J. Billingsley, Director of Purchasing
FROM: Connie Mangan, Purchasing Manager
SUBJECT: Recommendation Memorandum RFP No. PNC2116748P1, BB&T Center Property Master Planning
REFERENCE: (a) Procurement Code Subsection 21.83.d (b) Procurement Code Subsection 21.30.f.5
In accordance with reference (a), the Director of Purchasing reviews all submittals for responsiveness and recommends to the Evaluation Committee the findings, which the Evaluation Committee may accept or arrive at a different conclusion. Pursuant to Procurement Code Subsection 21.8.b.65, a responsive Proposer means a person who has submitted a proposal which conforms in all material respects to a solicitation.
The Request for Proposals (RFP) PNC116748P1 included two (2) responsiveness requirements, including Lobbyist Registration Certification Form and acknowledgement of “must” addenda. All twelve (12) proposers are recommended to be evaluated as responsive to all responsiveness requirements.
In accordance with reference (b), the Evaluation Committee determines proposers’ responsibility. Pursuant to Procurement Code Subsection 21.8.b.64, a responsible firm is one that has the capability in all respects to perform fully the contract requirements, and the integrity and reliability which will assure good faith performance. To assist the Evaluation Committee in this determination, information regarding the Office of Economic and Small Business Development goals compliance, the “material” litigation history disclosure, financial information, State of Florida authority to conduct business, affiliated entities, proof of insurance, and licensing requirements are provided. This solicitation does not have a Small Business Enterprise (SBE), County Business Enterprise (CBE) or Disadvantaged Business Enterprise (DBE) goal.
Eleven of the twelve (12) proposers are recommended to be compliant to all responsibility requirements. Refer to Section B.4, Authority to Conduct Business in Florida and B.7., Licensing Requirements for compliance information.
A draft of the Director of Purchasing’s Recommendation Memorandum and the three (3) supporting documents from the County Attorney’s Office, Finance and Administrative Services Department and the Risk Management Division were emailed to proposers with a request that, if a proposer desires to clarify any information provided in their response, they should do so in writing. All written explanations received were subsequently reviewed by staff, as applicable.
After careful review of the information provided and the solicitation’s requirements, the following recommendations are provided for consideration and final determination by the Evaluation Committee:
CONSTANCE S. MANGANDigitally signed by CONSTANCE S. MANGAN DN: dc=cty, dc=broward, dc=bc, ou=Organization, ou=BCC, ou=PU, ou=Users, cn=CONSTANCE S. MANGAN Date: 2018.09.21 14:00:36 -04'00'
BRENDA BILLINGSLEY
Digitally signed by BRENDA BILLINGSLEY DN: dc=cty, dc=broward, dc=bc, ou=Organization, ou=BCC, ou=PU, ou=Users, cn=BRENDA BILLINGSLEY Date: 2018.09.21 14:48:01 -04'00'
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Recommendation Memorandum RFP No. PNC2116748P1, BB&T Center Property Master Planning September 21, 2018 Page 2 of 16
A. RESPONSIVENESS RECOMMENDATION Recommendations regarding the responsiveness of proposers to the requirements are based on the solicitation’s criteria:
1. Lobbyist Registration - Certification A vendor who has retained a lobbyist(s) to lobby in connection with a competitive solicitation shall be deemed non-responsive unless the firm, in responding to the competitive solicitation, certifies that each lobbyist retained has timely filed the registration or amended registration required under Section 1-262, Broward County Code of Ordinances.
A Lobbyist Registration Certification Form must be completed and returned upon request by the County if not included in the submittal.
Name of Firm Recommendation Remarks
AECOM Technical Services, Inc. Responsive Not Retained
Brooks + Scarpa Architects, Inc. Responsive Not Retained
Callison RTKL Inc. Responsive Not Retained
Cooper Carry, Inc. Responsive Not Retained
DPZ Partners, LLC d/b/a DPZ CoDesign
Responsive Not Retained
EDSA, Inc. Responsive Not Retained
Fu Wilmers Architect d/b/a Fu Wilmers Design Architecture + Urbanism
Perkins & Will Architects, Inc.
SB Architects
Smallwood Reynolds, Stewart, Stewart & Associates, Inc.
Strang Design, LLC
Torti Gallas and Partners, Inc.
Responsive
Responsive
Responsive
Responsive
Responsive
Responsive
Not Retained
Not Retained
Not Retained
Not Retained
Not Retained
Not Retained
2. “Must” Addenda
There were no “Must” Addenda for this RFP.
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B. RESPONSIBILITY INFORMATION
The information provided below is intended to inform the Evaluation Committee regarding each proposer’s responsibility. After careful review of the information provided and the solicitation’srequirements, the following information is provided for consideration and final determination by the Evaluation Committee:
1. Office of Economic and Small Business Development Program The Broward County Business Opportunity Act of 2012 and the Disadvantaged Business Enterprise Program Title 49 Code of Federal Regulations Part 26 establish the County’s policies for participation by Small Business Enterprises (SBE), County Business Enterprises (CBE), and Federal Disadvantaged Business Enterprises (DBE’s) in County contracts.
This solicitation does not have a SBE, CBE, or DBE goal.
2. Disclosure of Litigation History The solicitation requests firms to disclose all "material" cases filed, pending, or resolved during the last three (3) years prior to the solicitation response due date, whether such cases were brought by or against the vendor, any parent or subsidiary of the vendor, or any predecessor organization. It is the responsibility of each proposer to identify and disclose to the County all “material” cases. “Material” cases include cases involving work similar to the scope of work in this solicitation, professional negligence, malpractice, default, termination, suspension, poor performance, bankruptcy and business related criminal offenses. “Material” cases do not include cases that involve garnishment, auto negligence, personal injury, workers' compensation, foreclosure or a proof of claim filed by the vendor.
Name of Firm Responsibility Information Remarks
AECOM Technical Services, Inc.
Material Case(s) Disclosed No Litigation with Broward County
Brooks + Scarpa Architects, Inc.
No Cases Disclosed No Litigation with Broward County
Callison RTKL Inc. Material Case(s) Disclosed No Litigation with Broward County
Cooper Carry, Inc. Material Case(s) Disclosed No Litigation with Broward County
DPZ Partners, LLC d/b/a DPZ CoDesign
No Cases Disclosed No Litigation with Broward County
EDSA, Inc. No Cases Disclosed No Litigation with Broward County
Fu Wilmers Architect d/b/a Fu Wilmers Design Architecture + Urbanism
Perkins & Will Architects, Inc.
SB Architects
No Cases Disclosed
No Cases Disclosed
No Cases Disclosed
No Litigation with Broward County
No Litigation with Broward County
No Litigation with Broward County
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Smallwood Reynolds, Stewart, Stewart & Associates, Inc.
Strang Design, LLC
Torti Gallas and Partners, Inc.
Material Cases(s) Disclosed
Material Cases(s) Disclosed
No Cases Disclosed
No Litigation with Broward County
No Litigation with Broward County
No Litigation with Broward County
3. Disclosure of Financial Information The information provided is based on a review by Finance and Administrative Services Department. Each Vendor shall submit its most recent two (2) years of financial statements for review. The financial statements are not required to be audited financial statements. The annual financial statements shall be in the form of:
i. Balance sheets, income statements and annual reports; or ii. Tax returns; or iii. SEC filings
The disclosure of financial information by proposers is a matter of responsibility.
Name of Firm Responsibility Information Remarks (Current Ratio)
AECOM Technical Services, Inc. Provided 2017 Financials Provided 2016 Financials
1.20 1.13
Brooks + Scarpa Architects, Inc. Provided 2017 Financials Provided 2016 Financials
Refer to Memorandum*
Callison RTKL Inc. Provided 2017 Financials Provided 2016 Financials
1.51 1.42
Cooper Carry, Inc. Provided 2017 Financials Provided 2016 Financials
1.31 1.25
DPZ Partners, LLC d/b/a DPZ CoDesign
Provided 2017 Financials Provided 2016 Financials
0.89 2.68
EDSA, Inc. Provided 2017 Financials Provided 2016 Financials
2.07 2.05
Fu Wilmers Architect d/b/a Fu Wilmers Design Architecture + Urbanism
Perkins & Will Architects, Inc.
Provided 2017 Financials Provided 2016 Financials
Provided 2017 Financials Provided 2016 Financials
Refer to Memorandum*
1.261.23
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Name of Firm Responsibility Information Remarks (Current Ratio)
SB Architects
Smallwood Reynolds, Stewart, Stewart & Associates, Inc.
Strang Design, LLC
Torti Gallas and Partners, Inc.
Provided 2017 Financials Provided 2016 Financials
Provided 2017 Financials Provided 2016 Financials
Provided 2017 Financials Provided 2016 Financials
Provided 2018 Financials Provided 2017 Financials
1.73 1.59
Refer to Memorandum* 2.77
0.803.98
1.991.89
*Refer to the Financial Review Memorandum dated September 20, 2018 for any reportable conditions brought to the attention of the Evaluation Committee.
4. Authority to Conduct Business in FloridaA Florida corporation or partnership is required to provide evidence with its response that the firm is authorized to transact business in Florida and is in good standing with the Florida Department of State. If not with its response, such evidence must be submitted to the County upon request by the County.
Name of Firm Responsibility Information
Remarks
AECOM Technical Services, Inc. Provided Authorized/Good Standing
Brooks + Scarpa Architects, Inc. Provided Authorized/Good Standing
Callison RTKL Inc. Provided Authorized/Good Standing*
Cooper Carry, Inc. Provided Authorized/Good Standing
DPZ Partners, LLC d/b/a DPZ CoDesign
Provided Authorized/Good Standing
EDSA, Inc. Provided Authorized/Good Standing
Fu Wilmers Architect d/b/a Fu Wilmers Design Architecture + Urbanism
Perkins & Will Architects, Inc.
SB Architects
Smallwood Reynolds, Stewart, Stewart & Associates, Inc.
Did not Provide
Provided
Provided
Provided
Not Authorized**
Authorized/Good Standing***
Authorized/Good Standing
Authorized/Good Standing
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Strang Design, LLC
Torti Gallas and Partners, Inc.
Provided
Provided
Authorized/Good Standing
Authorized/Good Standing
* Callison RTKL Inc. was registered in Sunbiz with a principal place of business located in Seattle, WA, which differs from submittal. Submittal states a principal place of business to in Coral Gables, FL. In response to the Purchasing Director’s Recommendation draft memorandum, CallisonRTKL Inc. has updated SunBiz account with their headquarters address in Baltimore and provided a letter stating such.
** Fu Wilmers Architects is registered with the State of New York. In response to the Purchasing Director’s Recommendation draft memorandum, Fu Wilmers Architect stated it would register as a business entity with the State of Florida and they often register as a business entity in the state of the project location after contract award, particularly for public sector assignments.
*** Perkins & Will Architects, Inc. is registered in Sunbiz with a principal place of business located in Chicago, IL, which differs from submittal. Submittal states a principal place of business to in Coral Gables, FL.
5. Affiliated Entities of the Principal(s) All Vendors are required to disclose the names and addresses of “affiliated entities” of the Vendor’s principal(s) over the last five (5) years (from the solicitation opening deadline) that have acted as a prime Vendor with the County. “Affiliated entities” of the principal(s) are those entities related to the Vendor by the sharing of stock or other means of control, including but not limited to a subsidiary, parent or sibling entity.
An Affiliated Entities Certification Form was included in the solicitation and must be completed and returned upon request by the County, if not included in the original response.
Name of Firm Responsibility Information Remarks
AECOM Technical Services, Inc.
Provided No Affiliates *
Brooks + Scarpa Architects, Inc.
Provided No Affiliates
Callison RTKL Inc. Provided No Affiliates
Cooper Carry, Inc. Provided No Affiliates
DPZ Partners, LLC d/b/a DPZ CoDesign
Provided No Affiliates
EDSA, Inc. Provided No Affiliates
Fu Wilmers Architect d/b/a Fu Wilmers Design Architecture + Urbanism
Provided No Affiliates**
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Perkins & Will Architects, Inc.
SB Architects
Smallwood Reynolds, Stewart, Stewart & Associates, Inc.
Strang Design, LLC
Torti Gallas and Partners, Inc.
Provided
Provided
Provided
Provided
Provided
No Affiliates
No Affiliates
No Affiliates
No Affiliates
No Affiliates
*AECOM Technical Services, Inc. original stated there was an affiliate. In response to the Purchasing Director’s Recommendation draft memorandum, AECOM Technical Services, Inc. corrected that it does not have any affiliates.
** Fu Wilmers Architect d/b/a Fu Wilmers Design Architecture + Urbanism original’s original submittal listed HKS as an affiliated entity; but later clarified advising of no affiliates.
6. Insurance RequirementsThe solicitation indicated the insurance requirements deemed necessary for this project. It is not necessary to have this level of insurance in effect at the time of submittal, but it is necessary to submit certificates indicating that the firm currently carries the insurance or the vendor needs to submit a letter from the carrier indicating upgrade availability.
Name of Firm Responsibility Information Remarks
AECOM Technical Services, Inc. Provided Compliant – Has Insurance
Brooks + Scarpa Architects, Inc. Provided Compliant – Has Insurance
Callison RTKL Inc. Provided Compliant – Has Insurance
Cooper Carry, Inc. Provided Compliant – Has Insurance
DPZ Partners, LLC d/b/a DPZ CoDesign
Provided Compliant – Has Insurance
EDSA, Inc. Provided Compliant – Has Insurance
Fu Wilmers Architect d/b/a Fu Wilmers Design Architecture + Urbanism
Perkins & Will Architects, Inc.
SB Architects
Provided
Provided
Provided
Compliant – Has Insurance
Compliant – Has Insurance
Compliant – Has Insurance
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Smallwood Reynolds, Stewart, Stewart & Associates, Inc.
Strang Design, LLC
Torti Gallas and Partners, Inc.
Provided
Provided
Provided
Compliant – Has Insurance
Compliant – Has Insurance
Compliant – Has Insurance
7. Licensing RequirementsThe solicitation states that Proposers must provide evidence that they hold a current Certificate of Authorization, in accordance with Chapter 481, Florida Statutes Architect License.
Name of Firm Responsibility Information Remarks
AECOM Technical Services, Inc. Provided Compliant
Brooks + Scarpa Architects, Inc. Provided Compliant
Callison RTKL Inc. Provided Complaint
Cooper Carry, Inc. Provided Compliant
DPZ Partners, LLC d/b/a DPZ CoDesign Provided Compliant
EDSA, Inc. Provided Compliant*
Fu Wilmers Architect d/b/a Fu Wilmers Design Architecture + Urbanism
Perkins & Will Architects, Inc.
SB Architects
Smallwood Reynolds, Stewart, Stewart & Associates, Inc.
Strang Design, LLC
Torti Gallas and Partners, Inc.
Not Provided
Provided
Provided
Provided
Provided
Provided
Non-Complaint**
Compliant
Complaint
Compliant
Complaint***
Compliant
*EDSA, Inc. provided a State of Florida Landscape Architect Business License and not a State of Florida Architect License, as required by the solicitation. However, upon additional review of the solicitation licensing requirements, it referenced Florida Statutes, Chapter 481, which includes Landscape Architecture. Upon clarification with EDSA, its subconsultant, Perkins Eastman, would obtain authority Certificate of Authorization, through a registered architect of Perkins Eastman.
** Fu Wilmers Architect d/b/a Fu Wilmers Design Architecture + Urbanism provided an Architect
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License issued by the State of New York and not a State of Florida Architect License. In response to the Purchasing Director’s Recommendation draft memorandum and further clarification, Fu Wilmers Architect would register with the State of Florida to practice architecture in Florida; it is a registered member of NCARB (National Council of Architectural Registration Board), a national organization that facilitate reciprocal license procurement within the 50 states expeditiously.
*** Strang Design, LLC submitted an Architect License issued to Max Strang Architecture, Inc. Strang Design has submitted a letter to confirm that effective February 6, 2018 Max Strang Architecture, Inc. (also known as MSA), a Florida Corporation, filed Articles of Conversion and converted to Strang Design, LLC (also known as SDLLC), a Florida Limited Liability Company. Strang Design, LLC is listed as a current Architect Business in the Department of Business and Professional Regulation website.
C. EVALUATION CRITERIA RESPONSE FORM AND VENDOR QUESTIONNAIRE RESPONSE FORMThe RFP contains Evaluation Criteria that are used in the evaluation of each firm by the Evaluation Committee, including professional personnel, project approach, past performance, lead architect’s/planner’s portfolio, and other project specific criteria. The solicitation required vendors to complete the Evaluation Criteria Response Form and Vendor Questionnaire Response Form.
Name of Firm Responsibility Information
AECOM Technical Services, Inc. Provided
Brooks + Scarpa Architects, Inc. Provided
Callison RTKL Inc. Provided
Cooper Carry, Inc. Provided
DPZ Partners, LLC d/b/a DPZ CoDesign Provided
EDSA, Inc. Provided
Fu Wilmers Architect d/b/a Fu Wilmers Design Architecture + Urbanism
Perkins & Will Architects, Inc.
SB Architects
Smallwood Reynolds, Stewart, Stewart & Associates, Inc.
Strang Design, LLC
Torti Gallas and Partners, Inc.
Provided
Provided
Provided
Provided
Not Provided*
Provided
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*Strang Design, LLC, did not provide responses as required on the Evaluation Criteria Response Form. However, Strang Design, LLC submitted an attachment including only information regarding their Project Approach, therefore the Evaluation Committee may evaluate the firm based on only information provided in Project Approach.
D. COUNTY STANDARD TERMS AND CONDITIONS INFORMATION: The acceptance of or any exceptions taken to the terms and conditions of the County’s Agreement shall be considered a part of a Vendor’s submittal and will be considered by the Evaluation Committee. The applicable Agreement terms and conditions for this solicitation were indicated in the Special Instructions to Vendors. Vendors were required to review the applicable terms and conditions and submit the Agreement Exception Form. If the Agreement Exception Form is not provided with the submittal, it shall be deemed an affirmation by the Vendor that it accepts the Agreement terms and conditions as disclosed in the solicitation. If exceptions are taken, the Vendor must specifically identify each term and condition with which it is taking an exception.
Name of Firm Agree Exceptions
AECOM Technical Services, Inc. No Article 4.5 Article 5.5 Article 6.3 Article 7.1 Article 8.7 Article 10.1 Article 10.7 Article 10.8 Article 10.19 Optional and Substitute Provisions
Brooks + Scarpa Architects, Inc. Yes No Exceptions
Callison RTKL Inc. No Article 8.3.1 Article 8.3.2 Article 8.3.4Article 8.7
Cooper Carry, Inc. No Article 4.5 Article 5.2Article 5.4.1Article 5.5Article 10.1
DPZ Partners, LLC d/b/a DPZ CoDesign
Yes No Exceptions
EDSA, Inc. Yes No Exceptions
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Name of Firm Agree Exceptions Fu Wilmers Architect d/b/a Fu Wilmers Design Architecture + Urbanism
Yes No Exceptions
Perkins & Will Architects, Inc. No Article 4.5 Article 5.5.2Article 6.4Article 7.7Article 7.9Article 9.1Article 9.2Article 9.3Article 9.6Article 9.7Article 9.8Article 11.2 Article 11.3 Article 11.4Article 11.8Article 11.20Article 11.23
SB Architects Yes No Exceptions
Smallwood Reynolds, Stewart, Stewart & Associates, Inc.
Yes No Exceptions
Strang Design, LLC Yes No Exceptions
Torti Gallas and Partners, Inc. Yes No Exceptions
* Perkins & Will Architects, Inc. included a note in this section of their submittal stating “They have done a preliminary review of the proposed agreement. While there are a few revisions that Perkins & Will would like to discuss, the agreement provides a very reasonable basis for negotiation.” Upon request, Perkins & Will Architects, Inc. submitted detailed exceptions, listed above.
E. REFERENCES The solicitation’s Evaluation Criteria – Past Performance, Page 26, Question 3 – B. , request that completed references be provided for previous projects. Attached are the references as verified by County staff.
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F. PERFORMANCE EVALUATIONSThe Broward County Purchasing Division Contracts Central indicates evaluation scores for the proposing firms previously awarded contracts. Completed performance evaluations may be provided upon request.
Attached are Contracts Central performance evaluation history for each vendor, as applicable, including evaluation type (renewal, goals compliance, or final) and recommendation for future contracts (yes, no, or conditional). If a firm has periodic evaluations, it will be listed separately.
G. CONE OF SILENCE VIOLATIONSThe Cone of Silence for this procurement has been in effect since June 11, 2018, which prohibits potential vendors from discussing this solicitation with the Evaluation Committee, the County Administrator, Deputy County Administrator, Assistant County Administrator, Assistants to the County Administrator, their respective support staff, and any other person authorized to evaluate or recommend selection in this procurement process.
Upon the first meeting of the Evaluation Committee, the Cone of Silence expands to also include County Commissioners and their staff. Potential vendors and their representatives are substantially restricted from communicating with County Commissioners and their staff regarding this procurement as stated in the Cone of Silence Ordinance.
After application of the Cone of Silence, inquiries regarding this solicitation should be directed to the Director of Purchasing or designee. The Cone of Silence terminates when the County Commission or other awarding authority takes action which ends the solicitation. Vendors are required to certify that they have read, understand and will comply with the Cone of Silence Ordinance, Section 1-266, Broward County Code of Ordinances.
The following is a report of the proposers’ Cone of Silence violations:
Name of Firm Remarks Violations
AECOM Technical Services, Inc. Will Comply None
Brooks + Scarpa Architects, Inc. Will Comply None
Callison RTKL Inc. Will Comply None
Cooper Carry, Inc. Will Comply None
DPZ Partners, LLC d/b/a DPZ CoDesign
Will Comply None
EDSA, Inc. Will Comply None
Fu Wilmers Architect d/b/a Fu Wilmers Design Architecture + Urbanism
Perkins & Will Architects, Inc.
Will Comply
Will Comply
None
None
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SB Architects
Smallwood Reynolds, Stewart, Stewart & Associates, Inc.
Strang Design, LLC
Torti Gallas and Partners, Inc.
Will Comply
Will Comply
Will Comply
Will Comply
None
None
None
None
H. VOLUME OF PREVIOUS WORK - EVALUATION CRITERIA AND/OR TIE BREAK CRITERIAThe solicitation states that a number of points will be allocated for volume of previous work of the firm for the past five (5) years. Three (3) points will be allocated to Vendors paid $0 -$3,000,000; Two (2) Points will be allocated to Vendors paid $3,000,001 -$7,500,000; and One (1) Point will be allocated to Vendors paid $7,500,001 - $10,000,000; Zero (0) points will be allocated to Vendors paid over $10,000,000. The volume of work for each of the proposing firms is as follows:
Name of Firm Proposer Reported County Reported Points Allocated
AECOM Technical Services, Inc. $3,784,856.00 $29,198,743.87 0 Points
Brooks + Scarpa Architects, Inc. $0 $0 3 Points
Callison RTKL Inc. $0 $0 3 Points
Cooper Carry, Inc. $0 $0 3 Points
DPZ Partners, LLC d/b/a DPZ CoDesign
$0 $0 3 Points
EDSA, Inc. $0 $0 3 Points
Fu Wilmers Architect d/b/a Fu Wilmers Design Architecture + Urbanism
Perkins & Will Architects, Inc.
SB Architects
Smallwood Reynolds, Stewart, Stewart & Associates, Inc.
Strang Design, LLC
Torti Gallas and Partners, Inc.
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
3 Points
3 Points
3 Points
3 Points
3 Points
3 Points
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Recommendation Memorandum RFP No. PNC2116748P1, BB&T Center Property Master Planning September 21, 2018 Page 14 of 16
I. PRINCIPAL BUSINESS LOCATION The solicitation states that a number of points will be allocated for location of the firm. The Vendor’s principal address in Broward County shall be the Vendor’s “Principal Address” as indicated with the Florida Department of State Division of Corporations, for at least six (6) months prior to the solicitation’s due date. A proposer with a principal business location within Broward County will receive five (5) points. A proposer not having its principal business location within Broward County will receive zero (0) points.
The results are as follows:
Name of Firm Proposed Attested Nerve Center
Location Verified in SunBiz
PointsAllocated
AECOM Technical Services, Inc.
300 South Grand Ave. Suite 1100Los Angeles, CA 90071
Yes 0
Brooks + Scarpa Architects, Inc. 808 E. Las Olas Blvd. Suite 101Ft. Lauderdale, FL 33301
Yes 5
Callison RTKL Inc. 396 Alhambra Circle, South Tower, Suite 500 Coral Gables, FL 33134
No 0
Cooper Carry, Inc. 191 Peachtree St. NE Atlanta, GA 30303
Yes 0
DPZ Partners, LLC d/b/a DPZ CoDesign
1023 SW 25 Ave. Miami, FL 33135
Yes 0
EDSA, Inc. 1512 E. Broward Blvd. Suite 110Ft. Lauderdale, FL 33301
Yes 5
Fu Wilmers Architect d/b/a Fu Wilmers Design Architecture + Urbanism
*Perkins & Will Architects, Inc.
SB Architects
Smallwood Reynolds, Stewart, Stewart & Associates, Inc.
222 Broadway 19th Floor New York, NY 10038
410 N. Michigan Ave. Suite 1600Chicago, IL 60611
One Beach St. Suite 100 San Francisco, FL 94133
One Peidmont Center, Suite 303Atlanta, GA 30305
Not Listed
Yes
Yes
Yes
0
0
0
0
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Recommendation Memorandum RFP No. PNC2116748P1, BB&T Center Property Master Planning September 21, 2018 Page 15 of 16
Name of Firm Proposed Attested Nerve Center
Location Verified in SunBiz
PointsAllocated
Strang Design, LLC
Torti Gallas and Partners, Inc.
2900 SW 28 Ter. Suite 301Miami, FL 33133
1300 Spring Street Suite 400Silber Spring, MD 20910
Yes
Yes
0
0
*Perkins & Will Architects, Inc. listed as having principal address located at 2800 Ponce De Lean Blvd., Suite 1300, Coral Gables, FL 33134, in their submittal. Sunbiz states the principal address as stated herein.
J. LOCAL PREFERENCE A vendor is eligible to be considered a local business for Local Preference purposes if it has a physical business address located within the limits of Broward County. The vendor must provide a valid business tax receipt issued by Broward County at least one (1) year prior to bid or proposal opening.
Broward County’s Local Preference Ordinance specifically excludes the application of a local preference for professional services procured pursuant to Section 287.055, F.S. (CCNA).
K. LOCATION - TIE BREAKER A Vendor located within Broward County is eligible for the Location Tie Breaker. The County requires a copy of the Broward County Business Tax receipt for a period of time of at least six (6) months prior to the solicitation deadline and it must be provided with its initial submittal.
The results are as follows:
Name of Firm Eligibility Broward County Tax Receipt
AECOM Technical Services, Inc. Not Eligible Not Provided
Brooks + Scarpa Architects, Inc. Not Eligible Not Provided
Callison RTKL Inc. Not Eligible Not Provided
Cooper Carry, Inc. Not Eligible Not Provided
DPZ Partners, LLC d/b/a DPZ CoDesign Not Eligible Not Provided
EDSA, Inc. Eligible Provided
Fu Wilmers Architect d/b/a Fu Wilmers Design Architecture + Urbanism
Perkins & Will Architects, Inc.
Not Eligible
Not Eligible
Not Provided
Not Provided
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Recommendation Memorandum RFP No. PNC2116748P1, BB&T Center Property Master Planning September 21, 2018 Page 16 of 16
SB Architects
Smallwood Reynolds, Stewart, Stewart & Associates, Inc.
Strang Design, LLC
Torti Gallas and Partners, Inc.
Not Eligible
Not Eligible
Not Eligible
Not Provided
Not Provided
Not Provided
L. SHORT LIST RECOMMENDATION In accordance with the Section E, Evaluation Criteria, 3.A, the Director of Purchasing may recommend to the Evaluation Committee to short list the most qualified firms prior to the Final Evaluation. The Director of Purchasing recommends shortlisting (no fewer than five firms) due to the number of vendor responses to this solicitation. The Evaluation Committee determines the final number of firms to shortlist.
Attachments 1. Vendor Responses to 48-Hour Memorandum 2. Vendor Reference Verifications 3. Vendor Performance Evaluations
c: Bob Melton, County Auditor, Office of the County Auditor Fernando Amuchastegui, Assistant County Attorney, Office of the County Attorney Lary Mahoney, Director of Real Estate Development, County Administration
BJB/cm/mm
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From: Cowart, ChadTo: Mangan, ConstanceCc: Mejeur, Randy; Bernitt, ElisabethSubject: RE: Broward County RFP No. PNC2116748P1, BB&T Center Property Master Planning - 48 Hour Review of the
Draft Purchasing Director"s Recommendation MemorandumDate: Tuesday, September 18, 2018 2:56:01 PM
Hello Connie,I am leading the proposal effort for AECOM on this project. We request a modification to two areasof your memorandum:
1. Is it possible to modify AECOM’s financial statement to keep all our submitted informationConfidential? We realize that many other firms made this request earlier, but we wouldappreciate if the final record of AECOM’s financial info was kept confidential from the public.
2. On the “Affiliated Entities of the Principal(s),” we may have misunderstood the RFPrequirement. We understood that we were required to report any AECOM principal assignedto this project who was employed by another firm in the last five years that conductedbusiness with Broward County. However, it has come to our attention that the intent of the“Affiliated Entities of the Principal(s)” requirement is to report “those entities related to theVendor (AECOM Technical Services, Inc.) by the sharing of stock or other means of control.”AECOM Technical Services, Inc. is in no way affiliated with HOK Group in this manner. Wechose to list HOK Group as an affiliated entity, because our Principal-in-Charge of the BB&TCenter Master Plan project (Elizabeth Bernitt) was a former managing partner of HOK Groupuntil she joined AECOM in 2016. If we have misinterpreted the intent of the “Affiliated Entitiesof the Principals” requirement, we respectfully request that our submittal would be modifiedto “No Affiliates.”
Please confirm whether it is possible to modify your memorandum prior to finalizing for EvaluationCommittee review.Thank you very much! W. Chad Cowart, Registered Landscape ArchitectSenior Urban Designer, Buildings + Places, AmericasD +1-407-284-4787M [email protected]
AECOM150 North Orange AvenueSuite 200Orlando, Florida 32801, USAT +1-407-843-6552aecom.com
From: Bernitt, Elisabeth Sent: Monday, September 17, 2018 10:23 PMTo: Cowart, Chad <[email protected]>Cc: Mejeur, Randy <[email protected]>Subject: Fwd: Broward County RFP No. PNC2116748P1, BB&T Center Property Master Planning - 48Hour Review of the Draft Purchasing Director's Recommendation Memorandum
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From: Dan FreedTo: Mangan, ConstanceCc: Mahoney, Lary; Patricia Caripa; Douglas MccoachSubject: RE: Broward County RFP No. PNC2116748P1, BB&T Center Property Master Planning - 48 Hour Review of the
Draft Purchasing Director"s Recommendation MemorandumDate: Tuesday, September 18, 2018 4:51:12 PMAttachments: image001.png
CallisonRTKL Inc FL SOS.htmExecuted Letter to Broward Co FL.pdf2017 2016 CRTKL Financial statements.pdf
Constance,Thank you again for the update last night on the recommendation memorandum.After reviewing the documents provided, we wanted to clarify a couple of items if allowed by yourprocess. We have updated our SunBiz account with our headquarters address in Baltimore. Pleasesee attached htm file. I’ve asked our executive team to provide the letter attached describing ourcorporate headquarters address in Baltimore, the change made to the SunBiz account and our officeaddress in Coral Gables. We have maintained an office in Coral Gables for 18 years since 2000.Finally we have attached our consolidated balance sheets for 2017 and 2016 to add to theinformation provided previously.Thank you again for this opportunity to review the draft and provide additional detail to oursubmission.We look forward to meeting the evaluation committee and your team at a future date whenappropriate.Warm regards,Dan
Dan FreedAIA, NCARB, LEED AP BD+CVice President
+1 786 268 3939 Direct+1 443 791 7925 Cell
CallisonRTKL Inc.396 Alhambra CircleSuite 500Coral Gables, FL 33134
CallisonRTKL.com
FACEBOOK | INSTAGRAM | LINKEDIN | TWITTER | VIMEO | YOUTUBE
From: Mangan, Constance <[email protected]> Sent: Monday, September 17, 2018 8:37 PMTo: '[email protected]' <[email protected]>; '[email protected]'<[email protected]>; '[email protected]' <[email protected]>;
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From: Bob DuganTo: Mangan, ConstanceCc: [email protected]; Jill Martinez; Eliza Isichei; Douglas SmithSubject: BB&T Center- Florida Architect CertificationDate: Friday, September 21, 2018 10:08:10 AMAttachments: image001.png
image898619.PNG
Good morning Ms. Mangan,
For the EDSA team, Brad Perkins of Perkins Eastman is a Florida registered architect. See the confirmation below. Also, should the EDSA team be selected Peter Cavaluzzi of Perkins Eastman who has NCARB certification will becomeregistered in Florida. He has started the process.
I trust this information will satisfy the Florida architect requirement for our team.
Thank you,
Bob
ROBERT M. DUGAN, PLA, ASLAPRINCIPAL
1512 E. BROWARD BOULEVARD, SUITE 110
FORT LAUDERDALE, FLORIDA 33301 USAT: 954.524.3330 | M: 954.292.2225 www.edsaplan.com
LinkedIn | Facebook | Instagram
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fwd | A+U
September 18, 2018
Ms. Connie ManganPurchasing ManagerPurchasing Division115 S. Andrews Ave. Suite 212Fort Lauderdale, FL 33301
Dear Ms. Mangan,
Thank you for forwarding the preliminary review documents.
assignments.
2. Should we be selected as the consultant for this project, we will gladly register with the State of Florida
will serve as Urban Design Lead, is a registered architect in the State of Florida.
Sincerely yours,
Jonie Fu AIAPartnerFu Wilmers Design | Architecture + Urbanismp: 646-573-5693e: [email protected]
200 Broadway 3rd Floor New York New York 10038 p: 646.573.5693 www.fuwilmersdesign.com
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From: Jana RubinTo: Mangan, ConstanceCc: Chuck Hull; Keri SavoySubject: SRSS - Broward County RFP No. PNC2116748P1, BB&T Center Property Master Planning - 48 Hour Review of the Draft
Purchasing Director"s Recommendation MemorandumDate: Wednesday, September 19, 2018 2:30:54 PMAttachments: image643001.png
image502002.pngimage573003.png
Dear Ms. Mangan, In response to your email of September 17, 2018 to Chuck Hull of SRSS, we reviewed the documents andagree that the current ratio for 2017 could not be calculated because we in essence had no liabilities at theend of that period. We consider this a positive. Sincerely, Jana Rubin
Jana RubinMarketing
Smallwood, Reynolds, Stewart, Stewart & Associates, Inc.One Piedmont Center3565 Piedmont Road, Suite 303Atlanta, Georgia 30305
Telephone: 404.233.5453Facsimile: 404.264.0929Email: [email protected]: www.srssa.com
CONFIDENTIALITY NOTE: The information transmitted is for the sole use of the intended recipient(s) and may contain confidential and/or privileged material. If thereader of this message is not the intended recipient or an agent responsible for delivering it to the intended recipient, you are hereby notified that you have receivedthis document in error, and any review, disclosure, distribution, copying or taking any action in reliance on the contents of the information herein is strictly prohibited. Ifyou have received this material in error, please notify the sender immediately via the contact information stated above and then destroy the original message and anyand all attachments, copies, etc. Sender is not liable either for the proper and complete transmission of the information contained in this communication or for any delayin its receipt. Thanks
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Firm Company Vendor(s) Phone # Status
AECOM Technical ServicesAEG (LA Live) & AEG (Cidade de Copa) Ted Tanner 213-742-7870 VerifiedSarcramento Basketball Holdings LLC (Golden) John Rinehart 916-840-5677 VerifiedAll Aboard Florida (Miami Centeral Overtown) Jorge Fuentes 305-520-2113 Verified
Brooks+Scarpa Architects City of Fort Lauderdale (Fast Fwrd. Ft. Laud.) Ann Livingston 954-828-5276 VerifiedSound Transit (Angle Lake Atation & Park) Jon Mihkels 206-903-7371 VerifiedVenice Community Housing (Gateway Apts.) Becky Dennison 213-840-4664 Verified
Callison RTKL Agave Holdings LLC. (The Plaza Coral Gables) Carlos Beckmann 305-441-6753 VerifiedChevron Land & Dev. Corp. (East Providence) Constance Hall 281-615-1328 VerifiedAEG (Los Angeles Sports & Ent.) Ted Tanner 213-742-7870 Verified
Cooper Carry Hughes Development (Bull Street Master Plan) Bob Hughes 864-233-2580 Verified Boyle Investment Company (Capitol View) Jeff Haynes 615-400-7787 Verified Mariner Group (Savannah River Landing) Trent Germano 404-580-0052 Verified
DPZ CoDESIGN Rosemary Beach Property Owners Association Frank Greene 850-231-0548 Verified Former Mayor Manuel Diaz 305-416-3180 Verified Gardner Consulting Services (Playa Vista, CA Douglas Gardner 805-750-0744 Verified
EDSA LeFrak (1 Hotel South Beach) Michael Tillman 646-420-1930 Verified Related Companies ( W South Beach Hotel) David Harrison 917-348-9227 VerifiedHuizenga Holdings, Inc. Alex Muxo, Jr. 954-627-5000 Verified
Fu Wilmers Washington DC Ball Park Thomas Archer 202-262-5255 VerifiedCity of Pittsburg (Enright Park) Justin Miller 412-255-2517 VerifiedUrban Dev. Pittsburg (Mellon's Orchard) Robert Rubinstein 412-255-6663 Verified
Perkin +Will City of Atlanta Planning Dep. (Turner Field) Jessica Lavandier 404-865-8522 Verified SC Advisors, LLC (The Packing District) Jay Berlinsky 407-491-2391 Verified City of Sunny Isles Christopher Russo 305-792-1701 Verified
SB Architects Replay Destination (Mill District) David Hill 707-314-0088 VerifiedWitkoff (Weston Town Center) Alex Witkoff 212-672-4750 Verified
Smallwood, Reynolds, Novare Group (SkyHouse Prog.) Jim Borders 404-815-1234 Verified Stewart, Stewart & Assoc. Trinity Capital (Ally Center) Sherrie Chaffin 704-294-0455 Verified
The Trillist Company (Metropica) Scott Leventhal 404-815-6700 Verified
Strang Design Cannatelli Construction Inc (Ferretti HQ) Frank Pesce 954-691-8191 Verified Bomar Builders, Inc (Riverland Residence) Jay Lefka 954-650-4683 VerifiedJWL Engineering, Inc John Langford 561-237-5223 Verified
Torti Gallas+Partners Community Planning (Crystal City Sector Plan) Anthony Fusarelli 703-228-3548 VerifiedDuPont Fabros Technology Lammont DuPont 202-255-2600 VerifiedDECCO Ltd. (Camana Bay Town Center) Justin Howe 345-527-5318 VerifiedSteiner + Association Inc. (Liberty Center) Justin Leyda 614-416-8343 Verified
Vendor Reference Verification
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