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09-05-2017 Regular Commission Meeting AgendaCity Commission Enid Weisman, Mayor Howard Weinberg, Vice Mayor Denise Landman, Commissioner Dr. Linda Marks, Commissioner Gladys Mezrahi, Commissioner Marc Narotsky, Commissioner Robert Shelley, Commissioner City Manager Eric M. Soroka, ICMA-CM City Clerk Elllisa L. Horvath, MMC Citi Attorney Weiss Scrota Helfman Cole & Bierman CITY COMMISSION MEETING AGENDA SEPTEMBER 5, 2017 Following the Local Planning Agency Meeting at 6:00 p.m. Aventura Government Center 19200 West Country Club Drive Aventura, Florida 33180 1. CALL TO ORDER\ROLL CALL 2. PLEDGE OF ALLEGIANCE 3. AGENDA: Request for Deletions/Emergency Additions 4. SPECIAL PRESENTATIONS: • Youth Advisory Board Certificates of Appointment • Employee Service Awards 5. CONSENT AGENDA: Matters included under the Consent Agenda are self-explanatory and are not expected to require discussion or review. Items will be enacted by one motion. If discussion is desired by any member of the Commission, that item must be removed from the Consent Agenda and considered separately. If the public wishes to speak on a matter on the consent agenda they must inform the City Clerk prior to the start of the meeting. They will be recognized to speak prior to the approval of the consent agenda. A. APPROVAL OF MINUTES: • July 10, 2017 Commission Workshop Meeting • July 17, 2017 Commission Regular Meeting • July 18, 2017 Commission Meeting • July 18, 2017 Commission Workshop Meeting B. A RESOLUTION OF THE CITY COMMISSION OF THE CITY OF AVENTURA, FLORIDA DECLARING CERTAIN PROPERTY LISTED UNDER THE ASSETS OF THE CITY AS SURPLUS TO THE NEEDS OF THE CITY; DESCRIBING THE MANNER OF DISPOSAL; AUTHORIZING THE CITY MANAGER TO DO ALL THINGS NECESSARY TO CARRY OUT THE AIMS OF THIS RESOLUTION; AND PROVIDING FOR AN EFFECTIVE DATE. Aventura City Commission Meeting Agenda September 5, 2017 C. A RESOLUTION OF THE CITY COMMISSION OF THE CITY OF AVENTURA, FLORIDA, APPROVING THE APPOINTMENT OF MEMBERS TO THE CITY OF AVENTURA YOUTH ADVISORY BOARD FOR A ONE-YEAR TERM; AND PROVIDING FOR AN EFFECTIVE DATE. D. A RESOLUTION OF THE CITY COMMISSION OF THE CITY OF AVENTURA, FLORIDA AUTHORIZING THE CITY MANAGER TO EXECUTE THE ATTACHED TRAFFIC CONTROL JURISDICTION AGREEMENT BETWEEN BISCAYNE COVE CONDOMINIUM ASSOCIATION INC. AND THE CITY OF AVENTURA; AUTHORIZING THE CITY MANAGER TO DO ALL THINGS NECESSARY TO CARRY OUT THE AIMS OF THIS RESOLUTION; AND PROVIDING FOR AN EFFECTIVE DATE. E. A RESOLUTION OF THE CITY COMMISSION OF THE CITY OF AVENTURA, FLORIDA AUTHORIZING THE CITY MANAGER TO EXECUTE THE ATTACHED THIRD AMENDMENT TO THE AGREEMENT BETWEEN THE CITY OF AVENTURA AND THE PERFORMING ARTS CENTER AUTHORITY FOR MANAGEMENT, PROGRAMMING AND OPERATIONAL SUPPORT SERVICES FOR THE AVENTURA ARTS & CULTURAL CENTER; AUTHORIZING THE CITY MANAGER TO DO ALL THINGS NECESSARY TO CARRY OUT THE AIMS OF THIS RESOLUTION; AND PROVIDING FOR AN EFFECTIVE DATE. F. A RESOLUTION OF THE CITY COMMISSION OF THE CITY OF AVENTURA, FLORIDA AUTHORIZING THE GREEN MARKET TO BE HELD IN FOUNDERS PARK FROM NOVEMBER 2017 - MARCH 2018; AUTHORIZING THE CITY MANAGER TO ISSUE A SPECIAL EVENT PERMIT TO SEASTAR EVENT CORPORATION, BASED ON THE CONDITIONS CONTAINED IN EXHIBIT "A" ATTACHED HERETO; AUTHORIZING THE CITY MANAGER TO DO ALL THINGS NECESSARY TO CARRY OUT THE AIMS OF THIS RESOLUTION; AND PROVIDING FOR AN EFFECTIVE DATE. G. A RESOLUTION OF THE CITY COMMISSION OF THE CITY OF AVENTURA, FLORIDA AWARDING AND LETTING A BID/CONTRACT FOR BID NO. 17- 08-14-2, CITY OF AVENTURA CUSTODIAL SERVICES FOR THE GOVERNMENT CENTER TO KELLY JANITORIAL SYSTEMS, INC. FOR THE INDIVIDUAL BID PRICE AS CONTAINED IN EXHIBIT "A" ATTACHED; AUTHORIZING THE CITY MANAGER TO EXECUTE ASSOCIATED CONTRACT; AUTHORIZING THE CITY MANAGER TO TAKE NECESSARY AND EXPEDIENT ACTION TO CARRY OUT THE AIMS OF THIS RESOLUTION; PROVIDING FOR THE APPROPRIATION AND ALLOCATION OF FUNDS FOR SAID BID AWARD; AND PROVIDING FOR AN EFFECTIVE DATE. H. A RESOLUTION OF THE CITY COMMISSION OF THE CITY OF AVENTURA, FLORIDA AWARDING AND LETTING A BID/CONTRACT FOR BID NO. 17- 08-14-3, CITY OF AVENTURA CUSTODIAL SERVICES FOR THE COMMUNITY RECREATION CENTER, PARKS AND CULTURAL CENTER TO KELLY JANITORIAL SYSTEMS, INC. FOR THE INDIVIDUAL BID PRICE AS CONTAINED IN EXHIBIT "A" ATTACHED; AUTHORIZING THE CITY MANAGER TO EXECUTE ASSOCIATED CONTRACT; AUTHORIZING THE CITY MANAGER TO TAKE NECESSARY AND EXPEDIENT ACTION TO CARRY OUT THE AIMS OF THIS RESOLUTION; PROVIDING FOR THE Page 2 of 5 Aventura City Commission Meeting Agenda September 5, 2017 APPROPRIATION AND ALLOCATION OF FUNDS FOR SAID BID AWARD; AND PROVIDING FOR AN EFFECTIVE DATE. I. A RESOLUTION OF THE CITY COMMISSION OF THE CITY OF AVENTURA, FLORIDA, SELECTING THE FIRMS OF KAUFMAN LYNN CONSTRUCTION, INC. AND PGAL TO PERFORM DESIGN AND BUILD SERVICES RELATIVE TO RFQ #17-07-24-2 FOR THE CONSTRUCTION OF THE AVENTURA CHARTER HIGH SCHOOL; AUTHORIZING THE CITY MANAGER TO NEGOTIATE THE TERMS AND FEES FOR SAID SERVICES; AUTHORIZING NEGOTIATIONS WITH ALTERNATE FIRMS TO PERFORM THE REQUIRED SERVICES SHOULD NEGOTIATIONS WITH THE SELECTED FIRMS BE UNSUCCESSFUL; AUTHORIZING THE CITY MANAGER TO DO ALL THINGS NECESSARY TO CARRY OUT THE AIMS OF THIS RESOLUTION; AND PROVIDING FOR AN EFFECTIVE DATE. J. CITY COMMISSION, ACTING IN ITS CAPACITY AS THE GOVERNING BOARD FOR THE CITY OF AVENTURA CITY OF EXCELLENCE SCHOOL MOTION TO ACCEPT FOR FILING THE SPECIAL PURPOSE FINANCIAL REPORT FOR THE AVENTURA CITY OF EXCELLENCE SCHOOL FOR THE FISCAL YEAR ENDED JUNE 30, 2017 AND TO ACCEPT FOR FILING THAT LETTER DATED AUGUST 30, 2017 ATTACHED HERETO AS ATTACHMENT 1 6. ZONING HEARINGS - QUASI-JUDICIAL PUBLIC HEARINGS: Please be advised that the following items on the Commission's agenda are quasi-judicial in nature. If you wish to object or comment upon any of these items, please inform the Mayor when she requests public comments. An opportunity for persons to speak on each item will be made available after the applicant and staff have made their presentations on each item. All testimony, including public testimony and evidence, will be made under oath or affirmation. Additionally, each person who gives testimony may be subject to cross-examination. If you refuse either to be cross-examined or to be sworn, your testimony will be given its due weight. The general public will not be permitted to cross-examine witnesses, but the public may request the Commission to ask questions of staff or witnesses on their behalf. Persons representing organizations must present evidence of their authority to speak for the organization. Further details of the quasi-judicial procedures may be obtained from the Clerk. None 7. ORDINANCES - FIRST READING/PUBLIC HEARINGS: A. AN ORDINANCE OF THE CITY OF AVENTURA, FLORIDA AMENDING CHAPTER 31, LAND DEVELOPMENT REGULATIONS, BY CREATING SECTION 31-151 "USES PROHIBITED IN ALL ZONING DISTRICTS", OF ARTICLE VII "USE REGULATIONS" OF CHAPTER 31 "LAND DEVELOPMENT REGULATIONS", REGULATING PROHIBITED USES GENERALLY AND SPECIFICALLY PROHIBITING MEDICAL MARIJUANA DISPENSARIES; PROVIDING FOR SEVERABILITY; PROVIDING FOR INCLUSION IN THE CODE; PROVIDING FOR AN EFFECTIVE DATE. B. AN ORDINANCE OF THE CITY OF AVENTURA, FLORIDA AMENDING CHAPTER 30, "ENVIRONMENT," AT ARTICLE III, "STORMWATER," BY CREATING SECTIONS 30-61 THROUGH 30-67, PROVIDING FOR AN ENHANCED STORMWATER MANAGEMENT SYSTEM, AND SPECIFYING ENVIRONMENTAL AND OTHER REGULATIONS CONCERNING SAID SYSTEM; PROVIDING FOR SEVERABILITY; PROVIDING FOR INCLUSION IN THE CODE; PROVIDING FOR PENALTY; AND PROVIDING FOR AN EFFECTIVE DATE. Page 3 of 5 Aventura City Commission Meeting Agenda September 5, 2017 8. ORDINANCES - SECOND READING/PUBLIC HEARINGS: This item will be DEFERRED until the October 3, 2017 City Commission Meeting This item will be DEFERRED until the October 3, 2017 City Commission Meeting A. AN ORDINANCE OF THE CITY OF AVENTURA, FLORIDA, AMENDING THE OFFICIAL ZONING MAP OF THE CITY OF AVENTURA BY AMENDING THE ZONING DESIGNATION FOR A 2.0 ACRE PARCEL OF LAND LOCATED ON THE NORTH SIDE OF NE 213 STREET AS MORE PARTICULARLY DESCRIBED IN EXHIBIT "A" TO THIS ORDINANCE, FROM B2, COMMUNITY BUSINESS DISTRICT TO MO, MEDICAL OFFICE DISTRICT; PROVIDING FOR SEVERABILITY; PROVIDING FOR INCLUSION IN THE CODE; PROVIDING FOR AN EFFECTIVE DATE. B. AN ORDINANCE OF THE CITY OF AVENTURA, FLORIDA, APPROVING AN AMENDMENT TO THE DEVELOPMENT AGREEMENT PURSUANT TO CHAPTER 163, F.S., DATED NOVEMBER 8, 2006 MADE BETWEEN GULFSTREAM PARK RACING ASSOCIATION INC. AS DEVELOPER AND THE CITY OF AVENTURA TO EXTEND THE TERM OF THE AGREEMENT FROM JULY 7, 2017 TO JULY 7, 2024, TO REVISE EXHIBITS "A" AND `B" TO THE AGREEMENT WITH NEW LEGAL DESCRIPTIONS FOR THE RECONFIGURED B2 DISTRICT AND MO DISTRICT PARCELS, TO ADD THE 2.0 ACRE CONVEYANCE TO THE CITY AND TO AMEND THE VEHICULAR ACCESS RESTRICTION TO AND FROM NE 213 STREET, ALL RELATING TO PARCELS OF LAND LOCATED ON THE NORTH SIDE OF NE 213 STREET, EAST OF BISCAYNE BOULEVARD, CITY OF AVENTURA; AUTHORIZING THE CITY MANAGER TO EXECUTE THE AGREEMENT ON BEHALF OF THE CITY; PROVIDING FOR SEVERABILITY; PROVIDING FOR AN EFFECTIVE DATE. 9. RESOLUTIONS — PUBLIC HEARINGS: None 10. REPORTS 11. PUBLIC COMMENTS 12. OTHER BUSINESS: None 13. ADJOURNMENT FUTURE MEETINGS* COMMISSION MEETING (SECOND BUDGET HEARING) — SEPTEMBER 13, 2017 AT 6 PM COMMISSION CHAMBER COMMISSION WORKSHOP — SEPTEMBER 14, 2017 AT 9 AM EXECUTIVE CONFERENCE ROOM (5'H FLOOR) COMMISSION MEETING — OCTOBER 3, 2017 AT 6 PM COMMISSION CHAMBER COMMISSION WORKSHOP — OCTOBER 12, 2017 AT 2 PM EXECUTIVE CONFERENCE ROOM (5'H FLOOR) Page 4 of 5 Aventura City Commission Meeting Agenda September 5, 2017 COMMISSION WORKSHOP — OCTOBER 19, 2017 AT 9 AM EXECUTIVE CONFERENCE ROOM (5'H FLOOR) *Meeting dates and times are subject to change. Please check the City's website for the most current schedule. This meeting is open to the public. In accordance with the Americans with Disabilities Act of 1990, all persons who are disabled and who need special accommodations to participate in this meeting because of that disability should contact the Office of the City Clerk, 305-466-8901, not later than two days prior to such proceeding. One or more members of the City of Aventura Advisory Boards may be in attendance and may participate at the meeting. Anyone wishing to appeal any decision made by the Aventura City Commission with respect to any matter considered at such meeting or hearing will need a record of the proceedings and, for such purpose, may need to ensure that a verbatim record of the proceedings is made, which record includes the testimony and evidence upon which the appeal is to be based. Agenda items may be viewed at the Office of the City Clerk, City of Aventura Government Center, 19200 W. Country Club Drive, Aventura, Florida, 33180. Anyone wishing to obtain a copy of any agenda item should contact the City Clerk at 305-466-8901. Page 5 of 5 The City of CITY COMMISSION Ay �}-� �yea� WORKSHOP MEETING MINUTES Aventura Government Center ventura J1��J1 3� JULY 10, 2017 19200 W Country Club Drive Aventura, Florida 33180 6:00 P.M. CALL TO ORDER/ROLL CALL: The meeting was called to order by Mayor Enid Weisman at 6:00 p.m. The following were present: Mayor Enid Weisman, Vice Mayor Howard Weinberg, Commissioner Denise Landman', Commissioner Gladys Mezrahi, Commissioner Marc Narotsky, Commissioner Robert Shelley, City Manager Eric M. Soroka, City Clerk Ellisa L. Horvath, and City Attorney David M. Wolpin. Commissioner Dr. Linda Marks was absent. As a quorum was determined to be present, the meeting commenced. 1. REVIEW OF EDUCATIONAL COMPONENT OF THE APPLICATION FOR THE PROPOSED AVENTURA CHARTER HIGH SCHOOL (Charter Schools USA): Mr. Soroka introduced Richard Page, Chief Impact Officer for Charter Schools USA (CSUSA). Mr. Page introduced the Charter Schools USA team and explained the purpose of the meeting to discuss the educational component information to be provided on the charter school application, for submission to Miami-Dade County. Rachel Windler-Freitag and Vanessa Suarez reviewed a PowerPoint highlighting the following items and answered questions: Aventura Charter High School Mission & Vision, Educational Model & Core Fundamentals, Academy Model & Pathways, Advanced Coursework, Extra-Curricular Activities, and Sample Schedule. Mr. Soroka reviewed the following items: preliminary five-year budget, process for the school application to be submitted on August 1, 2017, and Gulfstream's review of the City's site assessment. The following members of the public provided comments: Ivy Ginsberg (3610 Yacht Club Drive, Aventura). Mr. Soroka distributed a Governing Board Member Informational Form for Commission members to complete by the end of the week, to be included with the charter application. City Manager Summary: No action — this item was provided for informational purposes. 2. ADJOURNMENT: There being no further business to come before the Commission, the workshop meeting was adjourned by consensus at 7:23 p.m. Commissioner Landman left the meeting at 7:18 p.m. Aventura City Commission Workshop Meeting Minutes—July 10,2017 Ellisa L. Horvath, MMC, City Clerk Approved by the Commission on September 5, 2017. Page 2 of 2 `The City of CITY COMMISSION REGULAR MEETING MINUTES Aventura Government Center A y19200 W.Country Club Drive �Y�� ��� JULY 17, 2017 Aventura, Florida 33180 0 6:00 P.M. 1. CALL TO ORDER/ROLL CALL: The meeting was called to order by Mayor Enid Weisman at 6:00 p.m. The roll was called and the following were present: Mayor Enid Weisman, Vice Mayor Howard Weinberg, Commissioner Denise Landman, Commissioner Gladys Mezrahi, Commissioner Marc Narotsky, Commissioner Robert Shelley, City Manager Eric M. Soroka, City Clerk Ellisa L. Horvath, and City Attorney David M. Wolpin. Commissioner Dr. Linda Marks was absent. As a quorum was determined to be present, the meeting commenced. 2. PLEDGE OF ALLEGIANCE: The Pledge was led by Mayor Weisman. 3. AGENDA: REQUESTS FOR DELETIONS/EMERGENCY ADDITIONS: None. 4. SPECIAL PRESENTATIONS: • Employee Service Awards: Mr. Soroka and Chief Pegues presented Officer William David (10 years), Detective Michael Leoncini (15 years), Sergeant Charles Carlantone (20 years), Captain Karyn Brinson (20 years), and Arleen Llanes (20 years) with recognition certificates and a token of appreciation for the completion of milestone years of service with the City. • Police Officer of the Year Award: Chief Pegues announced that Detective Kenneth Sealy was selected as the Department's Police Officer of the Year and highlighted his accomplishments. • Police Civilian of the Year Award: Chief Pegues announced that Crime Scene Technician Jeissy Martin was selected as the Police Civilian of the Year Award and highlighted her accomplishments. 5. CONSENT AGENDA: There were no requests from the public to address the Commission. A motion to approve the items on the Consent Agenda was offered by Commissioner Landman, seconded by Commissioner Narotsky, and passed unanimously by roll call vote. The following action was taken: A. Minutes were approved as follows: • June 7, 2017 Commission Workshop Meeting • June 14, 2017 Commission Regular Meeting • June 22, 2017 Commission Workshop Meeting B. Resolution No. 2017-32 was adopted as follows: A RESOLUTION OF THE CITY COMMISSION OF THE CITY OF AVENTURA, FLORIDA DECLARING CERTAIN PROPERTY LISTED UNDER THE ASSETS Aventura City Commission Meeting Minutes July 17, 2017 OF THE CITY AS SURPLUS TO THE NEEDS OF THE CITY; DESCRIBING THE MANNER OF DISPOSAL; AUTHORIZING THE CITY MANAGER TO DO ALL THINGS NECESSARY TO CARRY OUT THE AIMS OF THIS RESOLUTION; AND PROVIDING FOR AN EFFECTIVE DATE. C. Resolution No. 2017-33 was adopted as follows: A RESOLUTION OF THE CITY COMMISSION OF THE CITY OF AVENTURA, FLORIDA,AUTHORIZING THE CITY MANAGER ON BEHALF OF THE CITY TO EXECUTE AND OTHERWISE ENTER INTO THE ATTACHED MUTUAL AID AGREEMENT BETWEEN THE CITY OF AVENTURA AND THE TOWN OF BAY HARBOR ISLANDS FOR LAW ENFORCEMENT ACTIVITIES; AUTHORIZING THE CITY MANAGER TO DO ALL THINGS NECESSARY TO CARRY OUT THE AIMS OF THIS RESOLUTION; AND PROVIDING FOR AN EFFECTIVE DATE. D. Resolution No. 2017-34 was adopted as follows: A RESOLUTION OF THE CITY COMMISSION OF THE CITY OF AVENTURA, FLORIDA,AUTHORIZING THE CITY MANAGER ON BEHALF OF THE CITY TO EXECUTE AND OTHERWISE ENTER INTO THE ATTACHED MUTUAL AID AGREEMENT BETWEEN THE CITY OF AVENTURA AND THE CITY OF NORTH MIAMI BEACH FOR LAW ENFORCEMENT ACTIVITIES; AUTHORIZING THE CITY MANAGER TO DO ALL THINGS NECESSARY TO CARRY OUT THE AIMS OF THIS RESOLUTION; AND PROVIDING FOR AN EFFECTIVE DATE. E. Resolution No. 2017-35 was adopted as follows: A RESOLUTION OF THE CITY COMMISSION OF THE CITY OF AVENTURA, FLORIDA PROVIDING FOR ACCEPTANCE OF DEDICATION OF EASEMENTS FROM AVENTURA LAND VENTURES, LLC TO THE CITY OF AVENTURA TO ACCESS AND MAINTAIN ITS DRAINAGE SYSTEM ON THE PARK SQUARE DEVELOPMENT SITE; AUTHORIZING THE CITY MANAGER TO EXECUTE INSTRUMENTS CONCERNING DEDICATION; AUTHORIZING THE CITY MANAGER TO DO ALL THINGS NECESSARY TO CARRY OUT THE AIMS OF THIS RESOLUTION; AND PROVIDNG FOR AN EFFECTIVE DATE. 6. ZONING HEARINGS: QUASI-JUDICIAL PUBLIC HEARINGS: Mr. Wolpin reviewed the quasi-judicial procedures and read the following Resolution by title: RESOLUTION-PUBLIC HEARING: A RESOLUTION OF THE CITY COMMISSION OF THE CITY OF AVENTURA, FLORIDA GRANTING CONDITIONAL USE APPROVAL TO ALLOW THE SALE AND SERVICE OF ALCOHOLIC BEVERAGES AT COCKTAIL LOUNGES WITHIN HARRY'S PIZZERIA RESTAURANT TO BE ESTABLISHED IN TENANT SPACE#956 OF THE AVENTURA MALL EXPANSION AT 19501 BISCAYNE BOULEVARD, CITY OF AVENTURA;PROVIDING FOR AN EFFECTIVE DATE. Mrs. Horvath administered the oath to all those wishing to offer testimony. Page 2 of 5 Aventura City Commission Meeting Minutes July 17, 2017 A motion for approval of the Resolution was offered by Vice Mayor Weinberg and seconded by Commissioner Shelley. Community Development Director Joanne Carr addressed the Commission and entered the staff report into the record, which recommended approval, subject to the conditions listed. The following provided testimony on behalf of the applicant (Harry's Pizzeria Ill, LLC doing business as Harry's Pizzeria): Brian Adler, Esq. (Bilzin Sumberg Baena Price & Axelrod LLP, 1450 Brickell Avenue, Suite 2300, Miami).1 Mayor Weisman opened the public hearing. There being no comments, the public hearing was closed. The motion for approval of the Resolution passed unanimously by roll call vote, and Resolution No. 2017-36 was adopted. 7. ORDINANCES - FIRST READING — PUBLIC HEARING: None. 8. ORDINANCES - SECOND READING/PUBLIC HEARING: Mr. Wolpin explained the suggestion by the Commission at their recent workshop meeting to defer the next two items, since the acquisition of the 2-acre parcel was not complete. Mr. Wolpin read the following ordinance by title: A. AN ORDINANCE OF THE CITY OF AVENTURA, FLORIDA, AMENDING THE OFFICIAL ZONING MAP OF THE CITY OF AVENTURA BY AMENDING THE ZONING DESIGNATION FOR A 2.0 ACRE PARCEL OF LAND LOCATED ON THE NORTH SIDE OF NE 213 STREET AS MORE PARTICULARLY DESCRIBED IN EXHIBIT "A" TO THIS ORDINANCE, FROM B2, COMMUNITY BUSINESS DISTRICT TO MO, MEDICAL OFFICE DISTRICT; PROVIDING FOR SEVERABILITY; PROVIDING FOR INCLUSION IN THE CODE; PROVIDING FOR AN EFFECTIVE DATE. A motion to defer the item until the September 5, 2017 Commission Meeting was offered by Commissioner Shelley, seconded by Commissioner Mezrahi, and passed unanimously, by roll call vote. Mr. Wolpin read the following ordinance by title: B. AN ORDINANCE OF THE CITY OF AVENTURA, FLORIDA, APPROVING AN AMENDMENT TO THE DEVELOPMENT AGREEMENT PURSUANT TO CHAPTER 163, F.S., DATED NOVEMBER 8, 2006 MADE BETWEEN GULFSTREAM PARK RACING ASSOCIATION INC. AS DEVELOPER AND THE CITY OF AVENTURA TO EXTEND THE TERM OF THE AGREEMENT FROM Commissioner Shelley previously disclosed his business relationship with Bilzin Sumberg Baena Price&Axelrod LLP. Page 3 of 5 Aventura City Commission Meeting Minutes July 17, 2017 JULY 7, 2017 TO JULY 7, 2024, TO REVISE EXHIBITS "A" AND "B" TO THE AGREEMENT WITH NEW LEGAL DESCRIPTIONS FOR THE RECONFIGURED B2 DISTRICT AND MO DISTRICT PARCELS, TO ADD THE 2.0 ACRE CONVEYANCE TO THE CITY AND TO AMEND THE VEHICULAR ACCESS RESTRICTION TO AND FROM NE 213 STREET, ALL RELATING TO PARCELS OF LAND LOCATED ON THE NORTH SIDE OF NE 213 STREET, EAST OF BISCAYNE BOULEVARD, CITY OF AVENTURA; AUTHORIZING THE CITY MANAGER TO EXECUTE THE AGREEMENT ON BEHALF OF THE CITY; PROVIDING FOR SEVERABILITY; PROVIDING FOR AN EFFECTIVE DATE. A motion to defer the item until the September 5, 2017 Commission Meeting was offered by Commissioner Shelley, seconded by Commissioner Landman, and passed unanimously, by roll call vote. 9. RESOLUTIONS — PUBLIC HEARINGS: Mr. Wolpin read the following Resolution by title: A RESOLUTION OF THE CITY COMMISSION OF THE CITY OF AVENTURA, FLORIDA, ACCEPTING AND ADOPTING IN PRINCIPLE, SUBJECT TO ANNUAL REVISION AND AUTHORIZATION, THE CITY OF AVENTURA CAPITAL IMPROVEMENT PROGRAM DOCUMENT FOR FISCAL YEAR 2017/18 TO 2021/22 AUTHORIZING THE CITY MANAGER TO DO ALL THINGS NECESSARY TO CARRY OUT THE AIMS OF THIS RESOLUTION; AND PROVIDING AN EFFECTIVE DATE. A motion for approval of the Resolution was offered by Commissioner Narotsky and seconded by Commissioner Landman. Mayor Weisman opened the public hearing. There being no comments, the public hearing was closed. The motion for approval of the Resolution passed unanimously by roll call vote, and Resolution No. 2017-37 was adopted. 10. REPORTS: Mayor Weisman reported on the County's SMART plan and the various meetings she attended. 11. PUBLIC COMMENTS: The following members of the public provided comments: Robert Burroughs (Miami Shores). 12. OTHER BUSINESS: None. 13. ADJOURNMENT: There being no further business to come before the Commission, a motion to adjourn was offered by Commissioner Narotsky, seconded by Commissioner Landman, and unanimously approved; thus adjourning the meeting at 6:34 p.m. Page 4 of 5 Aventura City Commission Meeting Minutes July 17, 2017 Ellisa L. Horvath, MMC, City Clerk Approved by the Commission on September 5, 2017. Page 5 of 5 The City al CITY COMMISSION MEETING MINUTES Aventura Government Center 19200 W Country Club Drive ������� JULY 18, 2017 Aventura, Florida 33180 ,.._,. 9:00 A.M. 1. CALL TO ORDER/ROLL CALL: The meeting was called to order by Mayor Enid Weisman at 9:00 a.m. Present were the following: Mayor Enid Weisman, Vice Mayor Howard Weinberg, Commissioner Denise Landman, Commissioner Dr. Linda Marks', Commissioner Gladys Mezrahi, Commissioner Marc Narotsky, Commissioner Robert Shelley, City Manager Eric M. Soroka, City Clerk Ellisa L. Horvath, and City Attorney David M. Wolpin. As a quorum was determined to be present, the meeting commenced. 2. OVERVIEW AND REVIEW OF PROPOSED BUDGET: Mr. Soroka reviewed the highlights of the budget process for the upcoming year as outlined in the budget message. After discussion on the cost of living (COLA) increase, it was the consensus of the Commission to change the wording to reflect it as an increase, not as a COLA increase. Mr. Soroka reviewed the proposed 2017/2018 budget document, as follows: A. GENERAL FUND: • REVENUES: A motion to approve the General Fund Budget Revenues was offered by Commissioner Shelley, seconded by Commissioner Mezrahi, and unanimously passed. • GENERAL GOVERNMENT DEPARTMENTS: • City Commission: A motion to approve the City Commission Budget was offered by Commissioner Landman, seconded by Commissioner Narotsky, and unanimously passed. • Office of the City Manager: A motion to approve the Office of the City Manager Budget was offered by Vice Mayor Weinberg, seconded by Commissioner Mezrahi, and unanimously passed. • Legal: A motion to approve the Legal Department Budget was offered by Vice Mayor Weinberg, seconded by Commissioner Narotsky, and unanimously passed. • City Clerk's Office: A motion to approve the City Clerk Budget was offered by Commissioner Landman, seconded by Commissioner Narotsky, and unanimously passed. ' Commissioner Dr. Marks participated via telephone. Aventura City Commission Meeting Minutes July 18, 2017 • Finance: A motion to approve the Finance Department Budget was offered by Vice Mayor Weinberg, seconded by Commissioner Landman, and unanimously passed. It was the consensus of the Commission for Mr. Soroka to look into offering health insurance for Commission members, at a cost. • Information Technology: A motion to approve the Information Technology Budget was offered by Commissioner Narotsky, seconded by Commissioner Mezrahi, and unanimously passed. • PUBLIC SAFETY DEPARTMENT: A motion to approve the Public Safety Department Budget was offered by Commissioner Shelley, seconded by Commissioner Narotsky, and unanimously passed. • COMMUNITY DEVELOPMENT DEPARTMENT: A motion to approve the Community Development Department Budget was offered by Commissioner Mezrahi, seconded by Commissioner Landman, and unanimously passed. • COMMUNITY SERVICES DEPARTMENT: A motion to approve the Community Services Department Budget was offered by Commissioner Landman, seconded by Vice Mayor Weinberg, and unanimously passed. • PUBLIC WORKS/TRANSPORTATION DEPARTMENT: A motion to approve the Public Works/Transportation Department Budget was offered by Commissioner Shelley, seconded by Vice Mayor Weinberg, and unanimously passed. • ARTS & CULTURAL CENTER DEPARTMENT: A motion to approve the Arts & Cultural Center Department Budget was offered by Commissioner Mezrahi, seconded by Commissioner Shelley, and unanimously passed. • NON-DEPARTMENTAL: A motion to approve the Non- Departmental Budget was offered by Commissioner Narotsky, seconded by Commissioner Mezrahi, and unanimously passed. • CAPITAL OUTLAY: A motion to approve the Capital Outlay Budget was offered by Commissioner Shelley, seconded by Vice Mayor Weinberg, and unanimously passed. B. MOTION TO ADOPT RESOLUTION TO ESTABLISH TENTATIVE MILLAGE RATE: Mr. Wolpin read the following Resolution by title: Page 2 of 5 Aventura City Commission Meeting Minutes July 18, 2017 A RESOLUTION OF THE CITY COMMISSION OF THE CITY OF AVENTURA, FLORIDA, ESTABLISHING A PROPOSED MILLAGE RATE FOR THE 2017/2018 FISCAL YEAR; PROVIDING FOR THE DATE, TIME AND PLACE OF THE PUBLIC HEARING TO CONSIDER THE PROPOSED MILLAGE RATE AND TENTATIVE BUDGET; AND PROVIDING FOR AN EFFECTIVE DATE. Mr. Soroka reviewed the Resolution, which established a millage rate for the 2017/2018 fiscal year of 1.7261 per $1,000 of taxable assessed value. Mr. Soroka reviewed the proposed dates for the Budget Hearings. A motion to amend the Resolution to change the time of the first budget hearing to 6:00 p.m. was offered by Commissioner Landman and seconded by Commissioner Mezrahi.2 A motion to approve the Resolution as amended was offered by Commissioner Narotsky and seconded by Commissioner Shelley. The motion to approve the Resolution unanimously passed, by roll call vote, and Resolution No. 2017-38 was adopted. C. POLICE EDUCATION FUND: A motion to approve the Police Education Fund Budget was offered by Vice Mayor Weinberg, seconded by Commissioner Shelley, and unanimously passed by roll call vote. D. TRANSPORTATION AND STREET MAINTENANCE FUND: A motion to approve the Transportation and Street Maintenance Fund Budget was offered by Vice Mayor Weinberg, seconded by Commissioner Landman, and unanimously passed. E. E911 FUND: A motion to approve the E911 Fund Budget was offered by Commissioner Narotsky, seconded by Commissioner Landman, and unanimously passed. F. DEBT SERVICE FUND: A motion to approve the Debt Service Fund Budget was offered by Commissioner Landman, seconded by Commissioner Mezrahi, and unanimously passed. G. CAPITAL PROJECTS FUND: A motion to approve the Capital Projects Fund Budget was offered by Commissioner Narotsky, seconded by Commissioner Mezrahi, and unanimously passed. ' The date and time of the first budget hearing were changed to September 5, 2017 at 5:30 p.m. by operation of law to avoid conflict with the Miami-Dade County Commission public hearing, which was changed. Page 3 of 5 Aventura City Commission Meeting Minutes July 18, 2017 H. STORMWATER UTILITY FUND: A motion to approve the Stormwater Utility Fund Budget was offered by Commissioner Shelley, seconded by Commissioner Landman, and unanimously passed. I. POLICE OFF-DUTY SERVICES FUND: A motion to approve the Police Off-Duty Services Fund Budget was offered by Commissioner Shelley, seconded by Commissioner Landman, and unanimously passed. Mr. Soroka distributed and reviewed Projected Components of the General Fund - Fund Balance at October 1, 2017. 3. RESOLUTIONS: Mr. Wolpin read the following Resolution by title: A. A RESOLUTION OF THE CITY COMMISSION OF THE CITY OF AVENTURA, AUTHORIZING THE CITY MANAGER TO FILE THE ATTACHED AVENTURA CHARTER HIGH SCHOOL APPLICATION WITH THE MIAMI-DADE COUNTY SCHOOL BOARD; AUTHORIZING THE CITY MANAGER TO ACT AS THE GOVERNING BOARD'S DESIGNEE TO EXECUTE LETTERS AND DOCUMENTS ON BEHALF OF THE BOARD; AUTHORIZING THE CITY MANAGER TO DO ALL THINGS NECESSARY TO CARRY OUT THE AIMS OF THIS RESOLUTION; AND PROVIDING FOR AN EFFECTIVE DATE. Mr. Soroka reviewed the application, to be presented on August 1, 2017 to the Miami- Dade County School Board. Representatives from Charter Schools USA (CSUSA) answered questions from the Commission. A motion to approve the Resolution was offered by Commissioner Narotsky, seconded by Commissioner Shelley, and passed (6-1) by roll call vote, with Mayor Weisman voting no; thus adopting Resolution No. 2017-39. Mr. Wolpin read the following Resolution by title: B. A RESOLUTION OF THE CITY COMMISSION OF THE CITY OF AVENTURA, AUTHORIZING THE MAYOR TO EXECUTE THE ATTACHED AGREEMENT FOR PROFESSIONAL SERVICES BY AND BETWEEN CMCS CONSULTING SERVICES, LLC AND THE CITY OF AVENTURA; PROVIDING FOR AN EFFECTIVE DATE. Commissioner Shelley reviewed the agreement. There was consensus to add language in the agreement to provide for a bonus at the discretion of the Commission. A motion to approve the Resolution with the additional language was offered by Commissioner Narotsky and seconded by Commissioner Landman. Page 4 of 5 Aventura City Commission Meeting Minutes July 18. 2017 The motion to approve the Resolution unanimously passed, by roll call vote, and Resolution No. 2017-40 was adopted. 4. ADJOURNMENT: There being no further business to come before the Commission, a motion to adjourn was offered by Commissioner Narotsky, seconded by Commissioner Landman, and unanimously passed. The meeting was adjourned at 10:32 a.m. Ellisa L. Horvath, MMC, City Clerk Approved by the Commission on September 5, 2017. Page 5 of 5 'Th e ;City of CITY COMMISSION �R ������� WORKSHOP MEETING MINUTES Aventura Government Center �/ JULY 18, 2017 19200 W. Country Club Drive Following Commission Meeting at Aventura, Florida 33180 9:00 A.M. CALL TO ORDER/ROLL CALL: The meeting was called to order by Mayor Enid Weisman at 10:44 a.m. The following were present: Mayor Enid Weisman, Vice Mayor Howard Weinberg, Commissioner Denise Landman, Commissioner Dr. Linda Marks', Commissioner Gladys Mezrahi, Commissioner Marc Narotsky, Commissioner Robert Shelley, City Manager Eric M. Soroka, City Clerk Ellisa L. Horvath, and City Attorney David M. Wolpin. As a quorum was determined to be present, the meeting commenced. It was the consensus of the Commission to move item 3 out of order. 3. COLIN BAENZIGER & ASSOCIATES - CITY MANAGER SEARCH PROCESS: Dave Collier, Senior Vice President — Colin Baenziger & Associates, distributed and reviewed information on the search process. Mr. Soroka reviewed the recruitment project schedule and explained that the search firm would provide recommendations from the applications received and then the Commission would interview a selected amount of candidates. The Commission provided input on the qualities desired for city manager candidates and recommendation for a salary. City Manager Summary: It was the consensus of the Commission to proceed with the timeline provided with the following changes: Selection of Candidates for Interviews (October 3, 2017 Regular Commission Meeting), Reception for Finalists (October 11, 2017 at 6:00 p.m. — location to be determined), One-on-One Commissioner Interviews (October 12, 2017 9:00 a.m. — 2:00 p.m.) and Commission Workshop Meeting to Interview Candidates (October 12, 2017 at 2:00 p.m.), and Selection of New City Manager (October 19, 2017 Commission Workshop Meeting). Additionally, it was the consensus of the Commission to list a salary of $220,000.00, commensurate with experience. 1. ACES RESIDENCY GRANDFATHER POLICY (Mayor Weisman): Mr. Soroka provided information on non-residents attending ACES, per the Commission's request at the June Workshop Meeting. Based on the information provided, Mayor Weisman spoke against a need to change the residency policy. City Manager Summary: It was the consensus of the Commission that no action be taken. 2. RECOMMENDATION TO APPOINT MEMBERS TO THE YOUTH ADVISORY BOARD (City Manager): Mr. Soroka reviewed the list of recommended members Commissioner Dr. Marks participated via telephone. Aventura City Commission Workshop Meeting Minutes—July 18, 2017 (seven members and three alternates) for the Youth Advisory Board. Mayor Weisman discussed the caliber of students that had applied and been interviewed. City Manager Summary: It was the consensus of the Commission to place a Resolution on the September agenda appointing the recommended members and alternates to the Youth Advisory Board. 4. CITY TALKS PROGRAM (Commissioner Mezrahi): Commissioner Mezrahi explained her idea for a City Talks Program, to create a series of seminars on topics pertinent to the community. City Manager Summary: It was the consensus of the Commission for the Community Services Advisory Board to discuss the item and provide a recommendation to the Commission. 5. NALEO CONFERENCE UPDATE (Commissioner Landman): Commissioner Landman provided an update on the NALEO Conference and highlighted aspects of the following sessions she attended: artificial intelligence and educating the public, providing green space via a park over a highway, visiting a high school focused on STEM and technology with an industry partner to provide internships etc., and Latina leaders. City Manager Summary: No action - this item was provided for informational purposes. The following additional items were discussed: Commissioner Mezrahi requested that the January 9, 2018 Commission Meeting date be changed. Mr. Soroka will provide dates for the 2018 meeting calendar on the September workshop agenda, for discussion. 6. ADJOURNMENT: There being no further business to come before the Commission, a motion to adjourn was offered by Commissioner Landman, seconded by Commissioner Narotsky, and unanimously passed. The meeting was adjourned at 12:05 p.m. Ellisa L. Horvath, MMC, City Clerk Approved by the Commission on September 5, 2017. Page 2 o1'2 CITY OF AVENTURA OFFICE OF THE CITY MANAGER MEMORAND M TO: City Commission FROM: Eric M. Soroka, ICMA-CM, C ,ger i DATE: July 28, 2017 SUBJECT: Resolution Declaring Equipment Surplus September 5, 2017 City Commission Meeting Agenda Item JAB RECOMMENDATION It is recommended that the City Commission adopt the attached Resolution declaring certain equipment as surplus to the needs of the City. BACKGROUND Section 2-258 of the City Code of Ordinances provides that any property owned by the City which has become obsolete or which has outlived its usefulness may be disposed of in accordance with procedures established by the City Manager, so long as the property has been declared surplus by a resolution of the City Commission. If you have any questions, please feel free to contact me. EMS/act Attachment RESOLUTION NO. 2017- A RESOLUTION OF THE CITY COMMISSION OF THE CITY OF AVENTURA, FLORIDA DECLARING CERTAIN PROPERTY LISTED UNDER THE ASSETS OF THE CITY AS SURPLUS TO THE NEEDS OF THE CITY; DESCRIBING THE MANNER OF DISPOSAL; AUTHORIZING THE CITY MANAGER TO DO ALL THINGS NECESSARY TO CARRY OUT THE AIMS OF THIS RESOLUTION; AND PROVIDING FOR AN EFFECTIVE DATE. WHEREAS, the City Manager desires to declare certain property as surplus to the needs of the City; and WHEREAS, Ordinance No. 2000-09 provides that all City-owned property that has been declared surplus cannot be disposed of prior to the preparation and formal approval of a resolution by the City Commission. NOW, THEREFORE, BE IT RESOLVED BY THE CITY COMMISSION OF THE CITY OF AVENTURA, FLORIDA, THAT: Section 1. Recitals Adopted. The above recitals are hereby confirmed and adopted herein. Section 2. The property listed on Exhibit "A" has been declared surplus and is hereby approved for disposal. Section 3. The City Manager is authorized to dispose of the property listed on Exhibit "A" through a public auction, sale, trade-in, transfer to other governmental agency or, if of no value, discarded. Section 4. The City Manager is hereby authorized to do all things necessary to carry out the aims of this Resolution. Section 5. This Resolution shall become effective immediately upon its adoption. The foregoing Resolution was offered by Commissioner , who moved its adoption. The motion was seconded by Commissioner , and upon being put to a vote, the vote was as follows: Commissioner Denise Landman Commissioner Dr. Linda Marks Commissioner Gladys Mezrahi Commissioner Marc Narotsky Commissioner Robert Shelley Vice Mayor Howard Weinberg Mayor Enid Weisman City of Aventura Resolution No. 201 7- PASSED AND ADOPTED this 5th day of September, 2017. ENID WEISMAN, MAYOR ATTEST: ELLISA L. HORVATH, MMC CITY CLERK APPROVED AS TO LEGAL SUFFICIENCY: CITY ATTORNEY Page 2 of 2 CITY OF AVENTURA POLICE DEPARTMENT ,t EMORANDUM TO: Eric Soroka, City an 'ger FROM: Bryan Pegues, Cf ief o Police ' S SUBJECT: Surplus Property p p Y DATE: July 28, 2017 I would like to have the listed items, owned by the City of Aventura, declared Surplus Property as per City of Aventura APDP, Chapter 6, Subsection 5, Page 1, as these items have become inadequate for public purposes: 1. Sony Cybershot 5.0 megapixel S/N 865205 2. Canon HD Video Camera S/N 722662241669 3. Nikon Cool Pix 8700 S/N 3211716 4. Canon Speed lite 580EX S/N C52512 5. Digital Photo Copy Station S/N 00320-01908 6. Kipling photo cases (2) 7. Tenba photo vests (2) 8. Large fish tank (in shed) 9. Canon camcorder Model E210A in black case S/N 242000254 10.Sharp projector Model XG-NV2U Asset#0647 in black Case S/N 806317607 11.Gigaware clock Model 40-220A S/N 12A09 12.Sony camcorder Model CCD-TRV99 in black case S/N 1018162 13.Toshiba projector Model TLP451U Asset#0951 in black case S/N 50692859 14.RCA VHS recorder Model CC4392 in black case S/N 949630134 15.Apollo projector Model 2250 Asset#0986 S/N 00061410 16. In Focus Dukane Model LP280 in black case S/N AAAN24014F 17.Sony Camera Model Mvc-FD81 in black case Asset# 0883 S/N186309 18.Sony video camera Model DCR-TRV350 S/N1546961 19.Panasonic video camera Model PV-L780D S/N BOSA11564 CITY OF AVENTURA POLICE DEPARTMENT MEMORANDUM ajor TO: Major Washa 7/?4, FROM: CST Courtney #280 ;#/6t4j41 SUBJECT: Equipment for surplus Date: July 14, 2017 t Below is a list of equipment that is not used or is inoperable in the Crime Scene Unit. Request the items to be approved for surplus. Sony Cybershot 5.0 megapixel S/N 865205 = inoperable Canon HD Video Camera S/N 722662241669 = inoperable Nikon CoolPix 8700 S/N 3211716 = inoperable Canon Speedlite 580EX S/N C52512 = inoperable (battery corrosion) Digital Photo Copy Station S/N 00320-01908 = Does not copy to DVD (outdated) Kipling photo cases (2) = old and worn Tenba photo vests (2) = do not use Large fish tank (in shed) = do not use (was used for processing large evidence with superglue) has been replaced with a "SafeFume" cabinet for processing. Respectfully submitted /� CITY OF AVENTURA POLICE DEPARTMENT MEMORANDUM TO: Major Washa `` / FROM: Capt. M. Mauer �( SUBJECT: Surplus Equipment (Crime Prevention) DATE: July 24, 2017 The following equipment is operational but is no longer being used by crime prevention. 1. Canon camcorder Model E210A in black case Ser. #242000254 2. Sharp projector Model XG-NV2U Asset#0647 in black Case Ser.# 806317607 3. Gigaware clock Model 40-220A Ser.# 12A09 4. Sony camcorder Model CCD-TRV99 in black case Ser.# 1018162 5. Toshiba projector Model TLP451 U Asset#0951 in black case Ser.# 50692859 6. RCA VHS recorder Model CC4392 in black case Ser.# 949630134 7. Apollo projector Model 2250 Asset#0986 Ser.# 00061410 8. In Focus Dukane Model LP280 in black case Ser.# AAAN24014F 9. Sony Camera Model Mvc-FD81 in black case Asset# 0883 Ser.#186309 10.Sony video camera Model DCR-TRV350 Ser.#1546961 11.Panasonic video camera Model PV-L780D Ser.# BOSA11564 CITY OF AVENTURA POLICE DEPARTMENT MEMORANDUM TO: Eric Soroka, City Manager FROM: Bryan Pegues, Chief of Police its' SUBJECT: Surplus Property DATE: August 11, 2017 I would like to have the listed items, owned by the City of Aventura, declared Surplus Property as per City of Aventura APDP, Chapter 6, Subsection 5, Page 1, as these items have become inadequate for public purposes: Hatch Riot Gear—various sizes 75 Chest Protectors 75 Shin Guards 75 Knee Guards Personal Protective Equipment bags 75 PPE Kits all expired and not suitable for use CITY OF AVENTURA PO ICE DEPARTMENT EMORANDUM TO: Eric Soroka, City . - .er g,Ar FROM: Bryan Pegues, C ' -f of ' 'lice rY e9 SUBJECT: Surplus Property DATE: August 22, 2017 I would like to have the listed items, owned by the City of Aventura, declared Surplus Property as per City of Aventura APDP, Chapter 6, Subsection 5, Page 1, as these items have become inadequate for public purposes: The below listed equipment assigned to our Crime Suppression Unit is outdated and no longer used for police purposes: 1. LEA cup bug Model 7164 Ser.# 30248 2. LEA body Kel Model 7178 Ser.# 30722 3. LEA Kel receiver/recorder with antenna Model 6320 Ser.# 30919 4. Wireless receiver Ser.# 6042339 5. Camera screen monitor Model PURX800CK Ser.#701012758 6. American Time wall clock with camera Ser.# CVL6WV-A-COL-UG 7. Lithonia emergency light with camera and audio CVL-IBA-SSC 8. LEA VHF surveillance repeater Model PSR-2202MR Ser.# 30725 9. PV800 Video monitor Ser.# 0701012884 10.Alarm Clock Wireless Camera Ser.#TXBD-01A 11.Jensen TV monitor Model J53BW Ser.#20030213627 12. Pyro IV Link Model N3288 Ser. #AD390801684 Date: August 25, 2017 To: Eric Soroka, City Manager From: Julie Alm, Principal Re: Surplus furniture We are requesting approval to surplus the following furniture-: • 5 teacher desks (damaged) • 50 middle school student desk/chair combo (replaced with module desks) • 25 elementary table desks (damaged) • 5 wood chairs • 6 computer tables • 5 library cubbies (damaged) CITY OF AVENTURA INFORMATION TECHNOLOGY DEPARTMENT MEMORANDUM TO: Eric M. Soroka, City Manager FROM: Karen J. Lanke, Information Technology Director DATE: August 28, 2017 SUBJECT: Surplus Computer Equipment I am requesting that the computer equipment listed on the attached be declared surplus property as the equipment no longer meets the needs of the City. Please let me know if you have any questions regarding this request. Attachment City of Aventura Computer Equipment Inventory Exhibit A Brand Model Qty Serial Number Type ANDREA ELECT C96-1020000-2 8 Laptop speaker APC BR700G 1 381032X53121 UPS J APC RBC133 1 7A1207L12685 Battery APC RBC133 1 7A1306L19866 Battery Avaya 9620L 1 0736-09-1664 Phone BROTHER PJ-623 1 U62864-M4Z313454 Printer Cisco aironet 350 1 FHK0736P842 Wireless Bridge+Antenna COMPAQ AMC20493 1 CNF3230KHM Laptop Dell 1504fP 1 MX03X9664760539QCZNQ Monitor Dell 2707WFPc 1 4LCZ1 C1 Monitor Dell 2707WFPc 1 CN-ODTOPH-74261-38E-4E4M Monitor Dell 2707WFPc 1 CN-ODTOPH-74261-38E-4HGM Monitor Dell 2707WFPc 1 CN-ODW711-71623-25C-0971 Monitor Dell 2707WFPc 1 CN-ODW711-71623-25C-1015 Monitor Dell 2707WFPc 1 CN-ODW711-71623-25C-1087 Monitor Dell 2707WFPc 1 CN-0YG613-71618-68N-AD5X Monitor Dell 2707WFPc 1 CN-0YG613-71618-68N-AD61 Monitor Dell 2707WFPc 1 CN-0YG613-71618-68N-AGX7 Monitor Dell 2707WFPc 1 CN-0YG613-71618-68N-AHIW Monitor Dell E156FPf 1 CN-0Y9998-72872-61G-2MHT Monitor Dell E1707FPF 1 CN-OJCT73-74261-27K-0V3U Monitor Dell E1707FPF 1 CN-OCC280-71618-631-AE2Q Monitor Dell E1707FPF 1 CN-OCC280-71618-643-BFUD Monitor Dell E1707FPF 1 CN-OCC280-71618-643-BFUE Monitor Dell E1707FPF 1 CN-OCC280-71618-675-BKFS Monitor Dell E1707FPF 1 CN-OCC280-71618-67L-ADVH Monitor Dell El 707FPF 1 CN-OCC280-71618-67L-ADVJ Monitor Dell El 707FPF 1 CN-OCC280-71618-682-BSKB Monitor Dell E1707FPF 1 CN-OCC552H-72872-89A-05EL Monitor Dell E1707FPF 1 CN-OJCT73-74261-27A-2LNU Monitor Dell E1707FPF 1 CN-OPM372-72872-74AOP21 Monitor Dell E1707FPF 1 CN-OPM372-72872-771-24WI Monitor Dell El 707FPF 1 CN-OYG613-71618-68N-ADT7 Monitor Dell E6430 1 7GH3CW1 Laptop Dell E6430 1 8W9RRY1 Laptop Dell E6430 1 D2F3CW1 Laptop Dell Optiplex 7010 1 GQKY9Y1 Desktop Dell Optiplex 7010 1 H83QQW1 Desktop Dell Optiplex 7010 1 H84JQW1 Desktop Dell Optiplex 7010 1 H84KQW1 Desktop Dell Optiplex 7010 1 H84RQW1 Desktop Dell Optiplex 7020 1 GV42W52 Desktop Dell Optiplex 7020 1 GV43W52 Desktop Dell Optiplex 7020 1 H1FPX12 Desktop Dell Optiplex 755 1 5LLMGHI Desktop Dell Optiplex 760 1 42S4WK1 Desktop Dell Optiplex 760 1 CRR4WK1 Desktop Dell Optiplex 780 1 1COQW1 Desktop Dell Optiplex 780 1 1CIPVV1 Desktop Dell Optiplex 780 1 1C1QW1 Desktop Dell Optiplex 780 1 3RYKKNI Desktop Dell Optiplex 780 1 3RZJKN1 Desktop Dell Optiplex 780 1 3SOLKNI Desktop Dell Optiplex 780 1 3TOLKN1 Desktop Dell Optiplex 780 1 3TIJKN1 Desktop Dell Optiplex 780 1 3Z8WFQ1 Desktop Dell Optiplex 780 1 88Q4WN1 Desktop Dell Optiplex 780 1 CJC5WN1 Desktop Dell Optiplex 780 1 D5JR1 R1 Desktop Dell Optiplex 780 1 D5JV1R1 Desktop Dell Optiplex 780 1 D5JX1 R1 Desktop Dell Optiplex 780 1 D5KQIR1 Desktop 8/28/2017 Page 1 of 2 City of Aventura Computer Equipment Inventory Exhibit A Brand Model Qty Serial Number Type Dell Optiplex 780 1 D5KQ1R1 Desktop Dell Optiplex 780 1 D5KS1R1 Desktop Dell Optiplex 780 1 D5LL1R1 Desktop Dell Optiplex 780 1 D5LM1R1 Desktop Dell Optiplex 780 1 D5LP1 R1 Desktop Dell Optiplex 780 1 DJP4WN1 Desktop Dell Optiplex 790 1 1COPW1 Desktop Dell Optiplex 790 1 20NNW1 Desktop Dell Optiplex 790 1 20QKW1 Desktop Dell Optiplex 790 1 23WMW1 Desktop Dell Optiplex 790 1 23WNW1 Desktop Dell Optiplex 790 1 24NHW1 Desktop Dell Optiplex 790 1 24NMW1 Desktop Dell Optiplex 790 1 24PHW1 Desktop Dell Optiplex 790 1 5452BY1 Desktop Dell Optiplex 790 1 5453BY1 Desktop Dell Optiplex 790 1 5454BY1 Desktop Dell Optiplex 790 1 5462BY1 Desktop Dell Optiplex 790 1 5463BY1 Desktop Dell Optiplex 790 1 D5JM1R1 Desktop Dell Optiplex 790 1 D5JN1R1 Desktop Dell Optiplex 9020 1 F4LZC42 Desktop HP OfficeJet 6000 1 MY02M262D7 Printer HP OfficeJet 7500A Wide Fortmat 1 MYOCR111 DW Printer HP OfficeJet 7612 1 CN55E3M2C1 Printer HP Photosmart 7760 1 MY46H2K27Z Printer Miscelleanous Box 1 Misc cables,keyboards,mice& speakers Miscelleanous 7 3G Aircards Aircards Miscelleanous 22 Flip Phones Sierra Wireless GPRS 750 Modem 10 Modem Toshiba PS271 U-6K9J0 1 30542209U Laptop 8/28/2017 Page 2 of 2 CITY OF AVENTURA OFFICE OF THE CITY MANAGER MEMORANDUM TO: City Commission FROM: Eric M. Soroka, ICMA-CM, Ci ViMan:ger DATE: July 19, 2017 SUBJECT: Resolution Appointing Members to e Aventura Youth Advisory Board September 5, 2017 City Commission Meeting Agenda Item ;-j G RECOMMENDATION It is recommended that the City Commission adopt the attached Resolution appointing the following students to the newly formed Aventura Youth Advisory Board: - Sofia Korn - Mayrav Lapidot - Nathanial Manor - Dawson Miller - Eric Perczek - Rebecca Richmond-Parks - Gabriela Sartan Alternates - Emily Briskin - Valerie Hanz - Brittany Steinfeld If you have any questions, please feel free to contact me. EMS/act Attachment CC01704-17 RESOLUTION NO. 2017- A RESOLUTION OF THE CITY COMMISSION OF THE CITY OF AVENTURA, FLORIDA, APPROVING THE APPOINTMENT OF MEMBERS TO THE CITY OF AVENTURA YOUTH ADVISORY BOARD FOR A ONE-YEAR TERM; AND PROVIDING FOR AN EFFECTIVE DATE. WHEREAS, Section 2-211 of the Aventura City Code provides for the creation of the Youth Advisory Board; and WHEREAS, in accordance with the provisions of Section 3.11 of the Aventura City Charter, the City Commission wishes to provide for approval of the Mayor's appointment of members to the Youth Advisory Board. NOW, THEREFORE, BE IT RESOLVED BY THE CITY COMMISSION OF THE CITY OF AVENTURA, FLORIDA, THAT: Section 1. The City Commission hereby approves the appointment by the Mayor of the following individuals to serve as members of the Youth Advisory Board for a one- year term: Sofia Korn Mayrav Lapidot Nathaniel Manor Dawson Miller Eric Perczek Rebecca Richmond-Parks Gabriela Sartan I City of Aventura Resolution No. 2017-_ Alternates* Emily Briskin Valerie Hanz Brittany Steinfeld * Alternate members shall only vote as members of the Board when one or more other members are absent or unable to vote on a matter. Section 2. This Resolution shall become effective immediately upon its adoption. The foregoing Resolution was offered by Commissioner , who moved its adoption. The motion was seconded by Commissioner , and upon being put to a vote, the vote was as follows: Commissioner Denise Landman Commissioner Dr. Linda Marks Commissioner Gladys Mezrahi Commissioner Marc Narotsky Commissioner Robert Shelley Vice Mayor Howard Weinberg Mayor Enid Weisman PASSED AND ADOPTED this 5th day of September, 2017. Page 2 of 3 City of Aventura Resolution No. 2017- ENID WEISMAN, MAYOR ATTEST: ELLISA L. HORVATH, MMC CITY CLERK APPROVED AS TO LEGAL SUFFICIENCY: CITY ATTORNEY Page 3 of 3 RESOLUTION NO. 2017- A RESOLUTION OF THE CITY COMMISSION OF THE CITY OF AVENTURA, FLORIDA AUTHORIZING THE CITY MANAGER TO EXECUTE THE ATTACHED TRAFFIC CONTROL JURISDICTION AGREEMENT BETWEEN BISCAYNE COVE CONDOMINIUM ASSOCIATION INC. AND THE CITY OF AVENTURA; AUTHORIZING THE CITY MANAGER TO DO ALL THINGS NECESSARY TO CARRY OUT THE AIMS OF THIS RESOLUTION; AND PROVIDING FOR AN EFFECTIVE DATE. NOW, THEREFORE, BE IT RESOLVED BY THE CITY COMMISSION OF THE CITY OF AVENTURA, FLORIDA, THAT: Section 1. The City Manager is hereby authorized to execute the attached Traffic Control Jurisdiction Agreement between Biscayne Cove Condominium Association Inc. and the City of Aventura. Section 2. The City Manager is hereby authorized to do all things necessary to carry out the aims of this Resolution. Section 3. This Resolution shall become effective immediately upon its adoption. The foregoing Resolution was offered by Commissioner , who moved its adoption. The motion was seconded by Commissioner , and upon being put to a vote, the vote was as follows: Commissioner Denise Landman Commissioner Dr. Linda Marks Commissioner Gladys Mezrahi Commissioner Marc Narotsky Commissioner Robert Shelley Vice Mayor Howard Weinberg Mayor Enid Weisman City of Aventura Resolution No. 2017- PASSED AND ADOPTED this 5th day of September, 2017. ENID WEISMAN, MAYOR ATTEST: ELLISA L. HORVATH, MMC CITY CLERK APPROVED AS TO LEGAL SUFFICIENCY: CITY ATTORNEY Page 2 of 2 \\ ).vFORC'p , ( Aventura Police Department �__ , , laf UfI�A,� { ♦'T -\,i �' ,c.leiwa iont!///c tetra/led )/c e c JJ.v'ic'e , \* =,, T. .ra 19200 West Country Club Drive • Aventura,Florida 33180 �lti� ,:>,i: �Li M[F • � � �// `" (305)466-8989 Fax(305)466-8990 /,----DI)IT e)(Hr Ta110`. Eric M.Soroka City Manager Bryan Pegues May 15, 2017 Chief of Police Dear Sir/Madam: This letter is to notify your condominium, organization or business that effective this date the current Traffic Control Jurisdiction Agreement you have on file with the Aventura Police Department is no longer valid. The updated Traffic Control Jurisdiction Agreement is enclosed and requires signatures from your condominium, organization or business in order to be renewed. Once we receive your signed agreement, it must be approved by the Aventura City Commission at the next available commission meeting to be valid. Upon validation, the Aventura Police Department will be permitted to conduct traffic enforcement on your property. Please return the completed agreement to the attention of Aventura Police Department Crime Prevention Officer, Ernie Long. Thank you for your immediate attention and cooperation in this matter. Sincerely, 7.) 7"-)r41,. . Bryan Pegues Chief of Police hIi- 1 -- i ,.5--Tc:; ".1 - 'F L<10� TRAFFIC CONTROL JURISDICTION AGREEMENT THIS AGREEMENT is made and entered into this day of . 2017_ by and between B t (00 U t\-k_ ( c+' C Of dC)rYl\n (i/Y1 i SC+C (the "Owner") and the City of Aventura, Florida, a Florida municipal corporation (the "City"). RECITALS A. Owner owns fee simple title to all the private roadways within the area described as follows: ( PsI`5i NE_ •J ( lAv\-end-u Y'c, -'PL g`3I Lc 0 IBIS; Jl E i (-or PlAiR \N-Arc, 4)C) of Dade County, Florida, and commonly known as (the "Private Roads"). B. Owner desires the City to exercise traffic control jurisdiction over the Private Roads, and the City desires to exercise such traffic control jurisdiction, pursuant to Florida State Statutes 316.006. NOW, THEREFORE, for Ten and No/100 Dollars ($10.00) and other good and valuable consideration, the receipt and sufficiency of which are hereby acknowledged, Owner and City agree as follows: 1 . Recitals. The foregoing Recitals are true and correct and are incorporated herein by this reference. 2. Traffic Control Jurisdiction Services. The City agrees to exercise traffic control jurisdiction over the Private Roads in accordance with the following terms and conditions. (a) The City shall provide for Police Officers of its Police Department to patrol, by motor vehicle, the Private Roads, in accordance with the schedule and manpower indicated on Exhibit "A" attached hereto, subject to availability. (b) In exercising such traffic control jurisdiction, the City shall enforce the traffic laws generally applicable to streets and highways under the City's original jurisdiction which are similar in nature to the Private Roads. (c) The City's exercise of traffic control jurisdiction pursuant to this Agreement shall be in addition to the jurisdictional authority presently exercised by the City over the Private Roads under law, and nothing herein shall be construed to limit or remove any such jurisdictional authority, the City agreeing to continue to provide such other police services as are otherwise provided under law. (d) In addition to exercising traffic control jurisdiction over the Private Roads as indicated on Exhibit "A", the City shall be entitled to exercise traffic control jurisdiction, even when not requested by Owner; provided, however, the City shall not be entitled to any compensation from Owner pursuant to Paragraph 3 below for exercising such discretionary additional traffic control jurisdiction, although the City shall be entitled to retain all revenues from traffic citations issued by the City for violations of traffic laws along the Private Roads, in accordance with law. 2 (e) Nothing in this Agreement shall require, authorize, or permit the City to exercise any control or responsibility concerning the installation or maintenance of traffic control devices. 3. Compensation. Owner shall compensate the City only for the services performed by the City under this Agreement at the rate indicated on Exhibit "B" attached hereto. So as to assure full reimbursement for costs incurred by the City, as determined by the City, on the 15' day of each month, the City shall invoice Owner for services provided in the prior month. In addition, the City shall be entitled to retain all revenues from traffic citations issued by the City for violation of traffic laws along the Private Roads as provided by law. This shall not preclude the assessment of impact fees or other fees provided by law. 4. Liability Not Increased. Neither the existence of this Agreement nor anything contained herein shall give rise to any greater liability on the part of the City than the City would ordinarily be subjected to when providing its normal police services as routinely provided throughout the City. 5. Term. The term of this Agreement shall be one (1) year commencing on the date hereof and ending one (1) year following the date hereof. This Agreement shall thereafter automatically renew for successive one (1) year terms, unless terminated by either party upon written notice to the other party, given at least thirty (30) days prior to the expiration of the then-applicable one (1) year term. 6. Entire Agreement. This Agreement constitutes the entire understanding and agreement of the parties with respect to the subject matter hereof and may not be 3 changed, altered, or modified except by an instrument in writing signed by the party against whom enforcement of such change would be sought. 7. Governing Law. This Agreement shall be governed by and construed in accordance with the laws of the State of Florida. Venue for any litigation between the parties for any controversy arising from or related to this Agreement shall be in the 11th Judicial Circuit in and for Miami-Dade County, Florida. The parties hereby voluntarily waive any right to trial by jury for any litigation between the parties which arises out of this Agreement or the provision of law enforcement services to Owner hereunder. 8. Indemnification and Insurance. Owner agrees to defend, indemnify and hold the City harmless from any claim, demand, suit, loss, cost, expense or damage which may be asserted, claimed or recovered against or from the City by reason of any property damage or bodily injury, including death, sustained by any person whomsoever, which said claim, demand, suit, loss, cost, expense or damage arises out of or is incidental to or in any way connected with this Agreement, and regardless of whether such claim, demand, suit, loss, damage, cost or expense is caused in whole or in part by City's negligence, or by the negligence of City's agents, servants or employees. In support, but not in limitation of this indemnification provision, Owner hereby agrees to maintain and pay all premiums for a policy of comprehensive general liability insurance in an amount of not less then $300,000 combined single limit insurance covering any occurrence on or adjacent to the Private Roads described above, resulting in property damage or bodily injury or death to person or persons. Such insurance policy shall name the City and City's officers, agents and employees as additional insured with respect to traffic control or enforcement of the Private Roads and 4 shall provide for thirty (30) days' prior written notice of any cancellation or change in scope or amount of coverage of such policy. Owner shall furnish City with a Certificate of Insurance evidencing compliance with the provisions of this section. EXECUTED as of the date first above written in several counterparts, each of which shall be deemed an original, but all constituting one Agreement. Signed, sealed and delivered •WNER: In the presence of: i 4,ur Notary Public State of Florida f_NitCrlstinaIglesiasMy Commission FF 996826 „ Expires 07/2112020 CITY OF AVENTURA, a Florida Municipal corporation ATTEST: By Eric M. Soroka, ICMA-CM City Clerk City Manager Approved as to Legal Sufficiency: City Attorney 5 Exhibit A Patrol When po`ssible.. Aventura- Police, lOfficers will patrol the private roads of )15I ,v ... :2.›(l `` �T .1 R'JCn1, - L. -_- . Gt 3i A ,“-\i*r>„ 33! a random basis 24 hours per day. Whenever possible, Traffic complaints made by occupants of the property, will be responded to and handled as a call for service, without charge to the Owner. Traffic complaints that require extended patrol, where the cost of service will be billed to the Owner, will only be conducted with prior approval of the Owner. When requested by the Owner to perform specific traffic enforcement duties, the Owner will be billed in Accordance with Exhibit B. 6 Exhibit B Compensation The City will bill the Owner the current off duty rates as set forth in the existing PBA contract for requested off duty traffic enforcement details. A minimum employment period of three hours will be guaranteed per requested assignment. 7 CITY OF AVENTURA OFFICE OF THE CITY MANAGER MEMORANDUM TO: City Commission FROM: Eric M. Soroka, ICMA-CM, 0 y ana2er DATE: July 27, 2017 SUBJECT: Third Amendment to Agreeme with Performing Arts Center Authority for Management, Programming and Operational Support Services for the Aventura Arts & Cultural Center September 5, 2017 City Commission Meeting Agenda Item "D E RECOMMENDATION It is recommended that the City Commission adopt the attached Resolution authorizing the execution of the attached Third Amendment to the Agreement with Performing Arts Center Authority (PACA) and the City for Management, Programming and Operational Support Services for the Aventura Arts & Cultural Center. BACKGROUND Article 4 of the subject Agreement provides that the current Agreement expires September 30, 2017. Attached hereto is the Third Amendment to the Agreement which extends the Agreement for three more years, October 1, 2017 through September 30, 2020. The Agreement provides for a 3% increase in the fee for services each year. This has been included in the proposed Budget for 2017/18. Based on PACA's proven track record, their performance to date and the City's philosophy of privatizing services to provide professional services to our residents in the most economical manner, it is recommended that we continue to utilize PACA to manage the Aventura Arts & Cultural Center and enter into the attached Agreement. If you have any questions, please feel free to contact me. EMS/act Attachment CCO1708-17 I a RESOLUTION NO. 2017- A RESOLUTION OF THE CITY COMMISSION OF THE CITY OF AVENTURA, FLORIDA AUTHORIZING THE CITY MANAGER TO EXECUTE THE ATTACHED THIRD AMENDMENT TO THE AGREEMENT BETWEEN THE CITY OF AVENTURA AND THE PERFORMING ARTS CENTER AUTHORITY FOR MANAGEMENT, PROGRAMMING AND OPERATIONAL SUPPORT SERVICES FOR THE AVENTURA ARTS & CULTURAL CENTER; AUTHORIZING THE CITY MANAGER TO DO ALL THINGS NECESSARY TO CARRY OUT THE AIMS OF THIS RESOLUTION; AND PROVIDING FOR AN EFFECTIVE DATE. NOW, THEREFORE, BE IT RESOLVED BY THE CITY COMMISSION OF THE CITY OF AVENTURA, FLORIDA, THAT: Section 1. The City Manager is hereby authorized to execute the attached Third Amendment to the Agreement between the City of Aventura and the Performing Arts Center Authority for management, programming and operational support services for the Aventura Arts & Cultural Center. Section 2. The City Manager is hereby authorized to do all things necessary to carry out the aims of this Resolution and the Agreement. Section 3. This Resolution shall become effective immediately upon its adoption. The foregoing Resolution was offered by Commissioner , who moved its adoption. The motion was seconded by Commissioner , and upon being put to a vote, the vote was as follows: Commissioner Denise Landman Commissioner Dr. Linda Marks Commissioner Gladys Mezrahi Commissioner Marc Narotsky Commissioner Robert Shelley Vice Mayor Howard Weinberg Mayor Enid Weisman City of Aventura Resolution No. 2017- PASSED AND ADOPTED this 5th day of September, 2017. ENID WEISMAN, MAYOR ATTEST: ELLISA L. HORVATH, MMC CITY CLERK APPROVED AS TO LEGAL SUFFICIENCY: CITY ATTORNEY Page 2 of 2 THIRD AMENDMENT To AGREEMENT Between PERFORMING ARTS CENTER AUTHORITY and CITY OF AVENTURA for MANAGEMENT, PROGRAMMING AND OPERATIONAL SUPPORT SERVICES FOR THE AVENTURA ARTS & CULTURAL CENTER This is the Third Amendment ("Third Amendment") to the Agreement dated September 28, 2012 ("Agreement" or "AGREEMENT"), between: PERFORMING ARTS CENTER AUTHORITY, an independent special district and a public body, politic and corporate, in Broward County organized in the State of Florida under the laws of Florida (hereinafter "PACA"), which is located at the Broward Center for the Performing Arts in Broward County, Florida 33312, and the City of Aventura (hereinafter "CITY" or "AVENTURA"), a Florida municipal corporation. PACA and the CITY (or AVENTURA") are collectively referred to as the "parties or "Parties." RECITALS: On September 28, 2012, the Parties entered into an agreement for PACA to provide programming, management and operational services to AVENTURA (the "Agreement"). The Parties subsequently entered into a First Amendment on September 3, 2015, and a Second Amendment on August 11, 2016, to renew the Agreement. By this Third Amendment, the Parties now seek to amend the Agreement to provide for a third renewal term consisting of a total of three (3) years and to provide for payment for such time period. For good and valuable consideration, the receipt and sufficiency of which are hereby acknowledged, the Parties agree as follows: Aventura & PACA Third Amendment 1. The Parties agree that the "Recitals" clauses are true and accurate. 2. Except as modified herein, all terms and conditions of the Agreement, shall remain in full force and effect. Amendments to the Agreement are indicated by use of strikethroughs to indicate deletions and bold/underlining to indicate additions, unless otherwise stated. 3. Article 4, "Term And Time Of Performance," is amended as follows: ARTICLE 4 TERM AND TIME OF PERFORMANCE The initial term of this Agreement shall begin on October 1, 2012 ("Effective Date"), and it shall continue in full force and effect for thirty-six (36) months through September 30, 2015, unless terminated sooner as provided in Article 7 herein. Thereafter, the Agreement shall be subject to renewable one-year terms not-to-exceed a total of five (5) two (2) one-year terms and a third term renewal consisting of three (3) years, upon mutual written amendment to this Agreement by PACA and AVENTURA at the—C-ity's AVENTURA's discretion. If the term of this Agreement extends beyond a single fiscal year of PACA or of AVENTURA, the continuation of this Agreement beyond the end of any fiscal year shall be subject to the appropriation and availability of funds in accordance with Chapter 129, Florida Statutes, as amended, and Florida Statutes Section 166.241, as amended. • - e. • - •- -: .: -- e - •- By the First Amendment, the Parties renewed the AGREEMENT through September 30, 2016, as the first of the above described and permitted one-year renewal terms. The parties hereby agree to renew By the Second Amendment, the Parties renewed the AGREEMENT through September 30, 2017, as the second of the above-described and permitted one-year renewal terms. By the Third Amendment, the Parties renewed the AGREEMENT for the three-year period commencing October 1, 2017, through September 30, 2020, as the third term described above in this Article. 4. Article 5, "Compensation," Sections 5.2, 5.2.1, and 5.2.2, are amended as follows: 5.2 METHOD OF BILLING AND PAYMENT FOR AVENTURA'S PAYMENTS TO PACA 5.2.1 The fees for Services as stated in Section 5.1.1 shall be payable by AVENTURA to PACA as follows: Commencing with the Effective Date of this Agreement Aventura & PACA - 2 - Third Amendment through the end of the first one-year renewal ending September 30, 2016, the fees for Services, as stated in sSection 5.1.1 shall be payable to PACA as follows: Eleven Thousand Dollars ($11,000.00) is due every thirty (30) calendar day cycle. Effective on October 1, 2016, with the commencement of the second renewal period, the fees for Services, as stated in sSection 5.1.1 shall be payable to PACA as follows: Eleven Thousand Three Hundred Thirty Dollars ($11,330.00) which is due every thirty (30) calendar day cycle with the first payment due on October 30, 2016. The payment for the three (3) year term ending September 30, 2020, shall be made by AVENTURA to PACA as stated herein. Effective on October 1, 2017 with the commencement of the first year of the three-year term, the fees for Services, as stated in Section 5.1.1, shall be payable to PACA as follows: Eleven Thousand Six Hundred Seventy Dollars ($11,670.00) which is due every calendar month cycle for twelve (12) months. The first payment shall be due on October 31, 2017, and on the last day of each subsequent month through September 30, 2018. Effective on October 1, 2018, with the commencement of the second year of the three-year term, the fees for Services, as stated in Section 5.1.1, shall be payable to PACA as follows: Twelve Thousand Twenty Dollars ($12,020.00)which is due every calendar month cycle for twelve (12) months with the first payment due on October 31, 2018, and on the last day of each subsequent month through September 30, 2019. Effective on October 1, 2019, with the commencement of the third year of the three-year term, the fees for Services, as stated in Section 5.1.1, shall be payable to PACA as follows: Twelve Thousand Three Hundred Eighty Dollars ($12,380.00)which is due every calendar month cycle for twelve (12) months with the first payment due on October 31, 2019, and on the last day of each subsequent month through September 30, 2020. If the gross revenues exceed Two Hundred Twenty-five Thousand Aventura & PACA - 3 - Third Amendment Dollars ($225,000.00) for the period of October 1, 2015, through September 30, 2016. PACA shall be paid an additional $12,000.00 for that period no later than October 30, 2016. If the gross revenues exceed Two Hundred Twenty-five Thousand Dollars ($225,000.00) for the period of October 1, 2016, through September 30, 2017, PACA shall be paid an additional $12,000.00 for that period no later than October 30, 2017, even if the AGREEMENT is not renewed _ _ • _ _ - _ - •- - - - . If the gross revenues exceed Two Hundred Twenty-five Thousand Dollars ($225,000.00) for the period of October 1, 2017 through September 30, 2018, PACA shall be paid additional compensation of $12,000.00 for Services for that period no later than October 30, 2018. If the gross revenues exceed Two Hundred Twenty-five Thousand Dollars ($225,000.00) for the period of October 1, 2018 through September 30, 2019, PACA shall be paid additional compensation of $12,000.00 for Services for that period no later than October 30, 2019. If the gross revenues exceed Two Hundred Twenty-five Thousand Dollars ($225,000.00) for the period of October 1, 2019 through September 30, 2020, PACA shall be paid additional compensation of $12,000.00 for Services for that period no later than October 30, 2020. Such payment obligation of AVENTURA shall survive the expiration of the Agreement. Net revenues as used in this section shall include ticket sales for AACC Presents performances, box office fees, facility fees, facility rent, service package fees, production service fees, net food and beverage revenues, parking revenue., and any other net revenues generated by the operations of the AACC from the users of the AACC. 5.2.2 As to the invoicing for the monthly payment of compensation for the Services, PACA will submit invoices for compensation following the end of each thirty (30) calendar day month cycle, after the cervices Services for which invoices are submitted have been completed. An original invoice will be submitted by PACA to AVENTURA. Invoices shall designate the nature of the services Services performed for the period. Aventura & PACA - 4 - Third Amendment 5,2,2 As to the payment of compensation for Services AVENTURA shall pay PACA _! __ . _ . of the date for Services by the last day of each month as stated in Section 5.2.1 above, subject to receipt of PACA's invoice statement. To be deemed proper, all invoices must comply with the requirements set forth in this Agreement. As to any additional compensation due for Services as a result of the calculation of the gross revenues each year of the three-year term as stated in Section 5.2.1 above, PACA will submit an original invoice for compensation within fifteen (15) days after September 30 of each year, and AVENTURA shall pay PACA by October 30 of each year including October 30, 2020. Such payment obligation shall survive the expiration or earlier termination of the Agreement. Invoices shall designate the nature of the gross revenue calculation resulting in the additional compensation invoice. AVENTURA's responsibility for the expenses described in Section 6.8 in connection with the management, use, occupancy, and operation of the AACC and AVENTURA's additional responsibility to make payments to reimburse PACA for costs associated with the agreed upon employees to staff the AACC and other agreed upon operating costs of the AACC, as stated in Section 5.1.1 shall be invoiced and paid as follows: PACA will invoice AVENTURA within twenty-five (25) days following the end of each calendar month for expenses incurred under Section 6.8 and any reimbursement expenses incurred under Section 5.1.1. AVENTURA shall pay PACA for such reimbursement expenses within thirty (30) days after the date of receipt of the invoice. Such payment obligation shall survive the expiration or earlier termination of the Agreement for the last payment due under this section and invoice(s), if any, remaining unpaid and due under the Agreement. 5. Article 7, "Miscellaneous," Section 7.1 is amended as follows: Aventura & PACA - 5 - Third Amendment 7.1 RIGHTS AND OWNERSHIP OF DOCUMENTS; PUBLIC RECORDS Both PACA and AVENTURA are public entities organized under the laws of the State of Florida, and notwithstanding anything herein contained to the contrary; PACA and AVENTURA shall comply with the Public Records Law. If a copyright is claimed by either party, as to any work related to this Agreement, the other party grants a non-exclusive license to use the copyrighted item(s) indefinitely, to prepare derivative works, and to make and distribute copies to the public. Except as relating to confidential customer data, confidential ticket data, and any other information and materials determined by Florida's laws (as amended) to be confidential as to a public entity, PACA and AVENTURA agree that the information, reports, data, and other documents created by PACA or on behalf of AVENTURA related to this Agreement shall become the jointly owned property of PACA and AVENTURA. Each party, as separate and independent owners, shall have the separate and independent right to use, photocopy, and share with third parties, as it determines appropriate in its sole discretion such information, report, data and other documents separately and independently of the ownership rights of the other party, and such party shall not be required to provide any notice or obtain any consent from the other party relating to such use. PACA and AVENTURA are public entities subject to the public records laws in Chapter 119, Florida Statutes. Each party is responsible for complying with its public records requests and the public records laws in Chapter 119, Florida Statutes, including Section 119.0701. 6. Article 7, "Miscellaneous," Section 7.2 is amended as follows: 7.2 TERMINATION 7.2.1 This Agreement may be terminated for cause by action of PACA's Board or PACA's President/CEO or by AVENTURA's City Commission upon ninety (90) calendar days' prior written notice specifying the default or breach as furnished by the party that elected to terminate e e e -e • - . . e e . . •e .. . • • •.• . .• e- e. Prior to the issuance of such notice, the non-breaching party shall provide at least ten (10) calendar days' prior written notice to the Aventura & PACA - 6 - Third Amendment a other party and an opportunity to cure the breach or default within such time period. Any written notice required by Section 7.2 may be provided by AVENTURA (through its City Manager) or PACA (through its President/CEO) after any required action, if applicable. Notwithstanding anything to the contrary contained in this Agreement, this Agreement may not be terminated for convenience except as allowed by Section 3.3 as to food and beverages services. This Agreement may be terminated by PACA's President/CEO or the City Manager of AVENTURA upon such notice as such President/CEO or the City Manager deems appropriate under the circumstances in the event that PACA PACA's President/CEO or the City Manager determines that termination is necessary to protect the public health, safety, or welfare. If oral notice is used such notice shall be followed by written notice from the terminating party (through its stated representative) within five (5) business days after such oral notice and shall include the effective date of termination. 7.2.2 Termination of this Agreement for cause shall include, but not be limited to, failure to suitably perform the work, failure to continuously perform the work in a manner calculated to meet or accomplish the objectives of PACA or AVENTURA as set forth in this Agreement, or breach of any of the provisions of this Agreement notwithstanding whether any such breach was previously waived or cured. 7.2.3 Notice of termination shall be provided in accordance with Section 7.13, "NOTICES," by PACA's President/CEO or the City Manager which PACA's President/CEO or the City Manager, respectively deems necessary to protect the public health, safety, or welfare. It may be verbal notice which shall be promptly confirmed in writing within three (3) business days in accordance with Section 7.13 of this Agreement. 7.2.4 In no event shall AVENTURA be liable to PACA for any additional compensation, upon such early termination only as provided for in Section 7.2.1 above, beyond that earned in accordance with the schedule of payments provided in Section 5.2.1 above other than that expressly provided herein, nor shall AVENTURA be liable to PACA for any consequential or incidental damages. Aventura & PACA - 7 - Third Amendment 7.2.5 Any termination for convenience or without cause (except as allowed under Section 3.3) shall be considered a breach of this Agreement. Any termination for convenience or without cause shall not relieve PACA or AVENTURA from any of their respective obligations or liabilities incurred by PACA or AVENTURA prior to the effective date of such termination including, without limitation, the payment of all fees owed to PACA or the payment by AVENTURA of all expenses incurred relating to the management, programming, and operations support, and use of the AACC. If this Agreement expires or is terminated, . .e• - • • .-, • e . .. . - e - . - PACA shall be entitled to use the AACC for all PACA-presented existing, committed events, and PACA shall be charged the applicable rate already agreed to in the applicable presenting agreement(s), or if none, then the applicable rates in existence at the AACC on the effective date of termination in order to meet performance commitments under existing Agreements with AVENTURA for such use by PACA. 7.2.6 In the event this Agreement is terminated for convenience as allowed by Section 3.3 as to the food and beverages services, PACA shall be paid for any cervices Services properly performed under the Agreement through the termination date specified in the written notice of termination subject to the provisions stated herein. Each party acknowledges and agrees that it has received good, valuable and sufficient consideration from the other party, the receipt and adequacy of which are, hereby acknowledged by each party, for the other party's right to terminate this Agreement for convenience as allowed by Section 3.3. 7.2.7 As applicable, the Agreement may also be terminated for cause if AVENTURA or PACA is placed on the Scrutinized Companies with Activities in Sudan List or the Scrutinized Companies with Activities in the Iran Petroleum Energy Sector List created pursuant to Section 215.473, Florida Statutes, as amended or if PACA or AVENTURA provides a false certification submitted pursuant to Section 287.135, Florida Statutes, as amended. 7. All other terms and conditions of the Agreement (including exhibits) as amended by the First and Second Amendment, not inconsistent with this Third Amendment, shall remain in full force and effect and are to be Aventura & PACA - 8 - Third Amendment performed at the level specified in the Agreement. This Third Amendment shall become effective upon complete execution by both Parties or September 30, 2017, whichever date is earlier. (The remainder of this page is intentionally left blank.) Aventura & PACA - 9 - Third Amendment IN WITNESS WHEREOF, the Parties hereto have made and executed this Third Amendment to the Agreement dated September 28, 2012, on the respective dates under each signature: PERFORMING ARTS CENTER AUTHORITY, signing by and through its Chair or Vice Chair, and CITY OF AVENTURA, signing by and through its City Manager, duly authorized to execute same. PACA PERFORMING ARTS CENTER AUTHORITY, an independent special district and a public body politic and corporate ATTEST: By PACA's Board Secretary Chair (SEAL) day of , 2017 Approved as to form by PACA's General Counsel, Joni Armstrong Coffey, Broward County Attorney, in Fort Lauderdale, Broward County, Florida By Andrea S. Froome (Date) Senior Assistant County Attorney ASF:dp 2017-07-24 Aventura-ACC-PACA.Amend#03 07/24/17 #17-158 Aventura & PACA - 10 - Third Amendment I THIRD AMENDMENT TO THE AGREEMENT BETWEEN PERFORMING ARTS CENTER AUTHORITY AND CITY OF AVENTURA FOR, MANAGEMENT, PROGRAMMING AND OPERATIONAL SUPPORT SERVICES FOR THE AVENTURA ARTS AND CULTURAL CENTER AVENTURA CITY OF AVENTURA, a municipality in the State of Florida By Eric M. Soroka, City Manager day of , 2017. ATTEST: APPROVED AS TO FORM: City Clerk By Weiss Serota Helfman Cole & Bierman, P.L. City Attorney (SEAL) Aventura & PACA - 11 - Third Amendment CITY OF AVENTURA COMMUNITY SERICES DEPARTMENT MEMORANDUM TO: City Commission FROM: Eric M. Soroka, ICMA-CM, Ci nag r BY: Kimberly Merchant, Communi y Service Director =tl��' DATE: August 17, 2017 SUBJECT: Extension of Green Market Special Events Permit September 5, 2017 City Commission Meeting Agenda Item 5i Recommendation: It is recommended that the City Commission approve the attached Resolution authorizing the approval of the Green Market Special Events Permit from November 2017 to March 2018 at Founders Park North with SeaStar Event Corporation. To accommodate patron accessibility and ease of parking, the market will be held at Founders Park North. Background: SeaStar Event Corporation held the Green Market at Founders Park South November 2016 through May 2017. SeaStar Event Corporation organized 13 Green Markets that averaged an attendance of 545 residents. SeaStar will be required to post the appropriate insurance and the Community Services Director will make certain that the market is properly advertised to the community. Attachment: Exhibit "A" Green Market Temporary Special Event Permit General Conditions RESOLUTION NO. 2017- A RESOLUTION OF THE CITY COMMISSION OF THE CITY OF AVENTURA, FLORIDA AUTHORIZING THE GREEN MARKET TO BE HELD IN FOUNDERS PARK FROM NOVEMBER 2017 - MARCH 2018; AUTHORIZING THE CITY MANAGER TO ISSUE A SPECIAL EVENT PERMIT TO SEASTAR EVENT CORPORATION, BASED ON THE CONDITIONS CONTAINED IN EXHIBIT "A" ATTACHED HERETO; AUTHORIZING THE CITY MANAGER TO DO ALL THINGS NECESSARY TO CARRY OUT THE AIMS OF THIS RESOLUTION; AND PROVIDING FOR AN EFFECTIVE DATE. NOW THEREFORE, BE IT RESOLVED BY THE CITY COMMISSION OF THE CITY OF AVENTURA, FLORIDA THAT: Section 1. The City Commission wishes to approve the Green Market, which will be held two Sundays a month in Founders Park, from November 2017 to March 2018. Section 2. The City Manager is hereby authorized to issue a Special Event permit to SeaStar Event Corporation, based on the conditions contained in Exhibit "A" attached hereto. Section 3. The City Manager is hereby authorized to do all things necessary to carry out the aims of this Resolution. Section 4. This Resolution shall become effective immediately upon its adoption. The foregoing Resolution was offered by Commissioner , who moved its adoption. The motion was seconded by Commissioner , and upon being put to a vote, the vote was as follows: Commissioner Denise Landman Commissioner Dr. Linda Marks Commissioner Gladys Mezrahi Commissioner Marc Narotsky Commissioner Robert Shelley Vice Mayor Howard Weinberg Mayor Enid Weisman City of Aventura Resolution No. 2017- PASSED AND ADOPTED this 5th day of September, 2017. ENID WEISMAN, MAYOR ATTEST: ELLISA L. HORVATH, MMC CITY CLERK APPROVED AS TO LEGAL SUFFICIENCY: CITY ATTORNEY I'auc 2 of 2 Green Market Temporary Special Event Permit General Conditions The parties agree that SEASTAR EVENT CORPORATION shall conduct a Green Market to be held at Founders Park located on NE 190th street. Said property is to be used for the sole purpose of conducting the Green Market and for no other purpose whatsoever without the written consent of CITY. 1. SEASTAR EVENT CORPORATION is authorized to conduct the Green Market on the premises and the same may be open to the public on Sundays from 10 a.m. to 2:30 p.m. beginning November, 2017 thru March, 2018. The use of the premises shall only be effective beginning two (2) hours prior to the commencement of the event each designated Sunday and terminate two (2) hours after completion of the event. City staff will inspect grounds for any damages caused by Green Market with SEASTAR EVENT CORPORATION staff immediately after each use. Any change of dates or times must be approved by the City Manager or his designee. From time to time, the CITY may need to utilize the property for other activities; however, SEASTAR EVENT CORPORATION shall be provided at least fourteen (14) day notice should a conflict arise. 2. SEASTAR EVENT CORPORATION shall obtain Special Events Permit approval from the City Manager prior to November, 2017. The parties acknowledge and agree that the Green Market shall be owned and operated by SEASTAR EVENT CORPORATION SEASTAR EVENT CORPORATION shall provide on-site supervision and be on site during market set-up, operation, breakdown and cleanup. 3. SEASTAR EVENT CORPORATION shall propose rules and regulations for the Green Market, with said rules and regulations being approved by City Manager. SEASTAR EVENT CORPORATION shall actively recruit to ensure a variety of products for sale. 4. The parties acknowledge and agree that the property and parking lot at Founders Park the Government Center parking lot and garage may be utilized by SEASTAR EVENT CORPORATION solely for parking purposes only. All vendor vehicles shall be parked at the Government Center Garage. 5. All signage shall be approved by the City Manager who shall coordinate timely review and processing of a permit for the installation of temporary signs in the park and adjacent rights-of-way 6. SEASTAR EVENT CORPORATION may not charge an admission fee to the Green Market; however, this provision does not preclude charging vendors for the applicable space. 7. SEASTAR EVENT CORPORATION shall be responsible for all set up, maintenance and cleanup of event area and surrounding park and parking lot. All services, staffing, equipment, facilities, consumables, supplies and other items which are either necessary or incidental to the event and that are not expressly specified in this agreement shall be provided by or through SEASTAR EVENT CORPORATION, at their sole expense. 8. SEASTAR EVENT CORPORATION shall have the sole responsibility for any financial commitments or obligations arising out of this event. SEASTAR EVENT CORPORATION shall be held solely financially responsible for all damages to the park arising out or from the Green Market. 9. SEASTAR EVENT CORPORATION and its agents, employees and independent contractors shall, at all times, strictly comply with the trade and safety standards for the operation of attractions and temporary structures as set forth in Florida Statute 616.242 (2012) as may be amended from time to time, if applicable. 10. SEASTAR EVENT CORPORATION shall submit to CITY not later than two (2) calendar days prior to commencement of the event, all copies of operating permits and certificates issued by the State of Florida, Department of Agriculture and Consumer Services. SEASTAR EVENT CORPORATION shall ensure that such operating permit is displayed at a conspicuous place Premises shall be retained in the original condition except for normal wear and tear. Any damage to these areas shall be repaired by SEASTAR EVENT CORPORATION. This includes, but is not limited to, asphalt and plant material. 11. No flea market or carnival type vendors will be allowed, no sun glasses, or clothes. All crafts and or jewelry have to be art and be handmade and homemade. No used or refurbished clothing or products. Ninety percent of the vendors are to be food, healthy, related to a green market. 12.SEASTAR EVENT CORPORATION shall provide general liability insurance in the amount of $2,000,000, workers compensation insurance and commercial automobile in a form acceptable to the City Attorney and City Manager. All liability insurance policies shall specifically provide that the CITY is additional named insured with respect to the required coverages and the operations of SEASTAR EVENT CORPORATION 13.No animals shall be allowed on the premises of the park. ACCEPTED BY: Colleen E. Sullivan SeaStar Events APPROVED Eric M. Soroka, ICMA City Manager CITY OF AVENTURA PUBLIC WORKS/TRANSPORTATION DEPARTMENT MEMORANDUM TO: City Commission FROM: Eric M. Soroka, ICMA-CM, Cit`anag:r BY: Joseph S Kroll, Public Works ransport..tion Director DATE: August 2, 2017 SUBJECT: Bid No. 17-08-14-2 City of Aventura Custodial Services for Aventura Governmental Center September 5, 2017 City Commission Meeting Agenda Item 5e- Recommendation: &Recommendation: It is recommended that the City Commission adopt the attached Resolution awarding Bid No. 17-08-14-2 City of Aventura Custodial Services for the Aventura Government Center to the lowest responsible and responsive bidder; Kelly Janitorial Systems, Inc. with a bid of $62,400.00 annually. Background: The bidding process was in accordance with the City's Purchasing Ordinance. Bids for this maintenance contract were solicited, advertised and opened on Monday, August 04, 2017 at 2PM. Five qualified bids were received as follows: Kelly Janitorial Systems, Inc. $62,400.00 Annually United Services, Inc. $68,722.08 Annually National Cleaning Contractors USA, Inc. $93,081.12 Annually Cleaning Systems, Inc. $116,448.00 Annually Quality Dual Corporation $121,251.84 Annually The bid is based on pricing for custodial services, supplies (certified green cleaning products) and paper goods for the Aventura Government Center. This is a two year term contract with the city having sole rights to extend the contract for two (2) additional two (2) year terms. A reference check of the low bid resulted in positive 4 recommendation. I 4 The company will be required to post the appropriate insurance and bonds and all work will be subject to regular review and inspections by the Facility Manager and/or the Public Works Director/'Transportation. Attachments: Exhibit "A" Bid Tabulation RESOLUTION NO. 2017- A RESOLUTION OF THE CITY COMMISSION OF THE CITY OF AVENTURA, FLORIDA AWARDING AND LETTING A BID/CONTRACT FOR BID NO. 17-08-14-2, CITY OF AVENTURA CUSTODIAL SERVICES FOR THE GOVERNMENT CENTER TO KELLY JANITORIAL SYSTEMS, INC. FOR THE INDIVIDUAL BID PRICE AS CONTAINED IN EXHIBIT "A" ATTACHED; AUTHORIZING THE CITY MANAGER TO EXECUTE ASSOCIATED CONTRACT; AUTHORIZING THE CITY MANAGER TO TAKE NECESSARY AND EXPEDIENT ACTION TO CARRY OUT THE AIMS OF THIS RESOLUTION; PROVIDING FOR THE APPROPRIATION AND ALLOCATION OF FUNDS FOR SAID BID AWARD; AND PROVIDING FOR AN EFFECTIVE DATE. WHEREAS, the City Manager of the City of Aventura, Florida has, pursuant to the various laws of the State of Florida and the Code of the City of Aventura, properly solicited and accordingly accepted bids for BID NO. 17-08-14-2 CITY OF AVENTURA CUSTODIAL SERVICES FOR THE GOVERNMENT CENTER; and WHEREAS, sealed bids have been submitted to and received by the City pursuant to the City's invitation to bid/notice to bidders, specifications, proposals and requirements for the project/work as cited above; and WHEREAS, staff has determined that Kelly Janitorial Systems, Inc., has submitted the lowest responsible and responsive bid for said project/work; and WHEREAS, the City Commission, upon the recommendation of the City Manager, is therefore desirous of awarding said bid/contract to said lowest responsible and responsive bidders. NOW THEREFORE, BE IT RESOLVED BY THE CITY COMMISSION OF THE CITY OF AVENTURA, FLORIDA: Section 1. That bid/contract for BID NO. 17-08-14-2, CITY OF AVENTURA CUSTODIAL SERVICES FOR THE GOVERNMENT CENTER is hereby awarded to Kelly Janitorial Systems, Inc., at the bid price as contained in the attached bid documents. Section 2. That the City Manager is hereby authorized to execute, on behalf of City of Aventura Resolution No. 2017-_ the City, a contract by and between the party embodying the terms, conditions, and specifications as set forth in the subject Invitation to Bid/Notice to Bidders, bid specifications, bid proposal and bid requirements, or if a City prepared contract was part of said bid proposal, said parties shall execute said prepared contract on behalf of the City. Section 3. That the City Manager is hereby authorized and requested to take all necessary and expedient action to carry out the aims of this Resolution in awarding this bid/contract. Section 4. That the funds to be allocated and appropriated pursuant hereto and for the purpose of carrying out the tenets of this Resolution shall be from Budget Line Item Number 001-9001-590.3410. Section 5. This Resolution shall become effective immediately upon its adoption. The foregoing Resolution was offered by Commissioner , who moved its adoption. The motion was seconded by Commissioner , and upon being put to a vote, the vote was as follows: Commissioner Denise Landman Commissioner Dr. Linda Marks Commissioner Gladys Mezrahi Commissioner Marc Narotsky Commissioner Robert Shelley Vice Mayor Howard Weinberg Mayor Enid Weisman PASSED AND ADOPTED this 5th day of September, 2017. Page 2 of 3 City of Avcntura Resolution No. 2017- ENID WEISMAN, MAYOR ATTEST: ELLISA L. HORVATH, MMC CITY CLERK APPROVED AS TO LEGAL SUFFICIENCY: CITY ATTORNEY Page 3 of 3 .3 o 3 aZ o a � z 0 0 A Q s s o 0 >, 0 0 t O o o o0 p �. 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Soroka, ICMA-CM, City, anag r BY: Joseph S Kroll, Public Works/Trans}�ort tion Director DATE: August 5, 2017 SUBJECT: Bid No. 17-08-14-3 City of Aventura Custodial Services for the Community Center, Parks and Cultural Center September 5, 2017 City Commission Meeting Agenda Item d Recommendation: It is recommended that the City Commission adopt the attached Resolution awarding Bid No. 17-08-14-3 City of Aventura Custodial Services for the Community Center, Parks and Cultural Center to the lowest responsible and responsive bidder; Kelly Janitorial Systems, Inc. with a bid of $36,300 annually. Background: The bidding process was in accordance with the City's Purchasing Ordinance. Bids for this maintenance contract were solicited, advertised and opened on Monday, August 14, 2017 at 3PM. Four qualified bids were received as follows: Kelly Janitorial Systems, Inc. $36,300.00 Annually National Cleaning Contractors USA, Inc. $42,051.96 Annually United Services, Inc. $47,313.48 Annually Quality Dual Corporation $47,802.60 Annually The bid is based on pricing for custodial services, supplies (certified green cleaning products) and paper goods for the Aventura Community Center, Parks and Cultural Center. This is a two year term contract with the city having sole rights to extend the contract for two (2) additional two (2) year terms. A reference check of the low bid resulted in positive recommendation. The current contract is $43,800. 4 4 I The company will be required to post the appropriate insurance and bonds and all work will be subject to regular review and inspections by the Facility Manager and/or the Public Works /Transportation Director. Attachments: Exhibit "A" Bid Tabulation RESOLUTION NO. 2017- A RESOLUTION OF THE CITY COMMISSION OF THE CITY OF AVENTURA, FLORIDA AWARDING AND LETTING A BID/CONTRACT FOR BID NO. 17-08-14-3, CITY OF AVENTURA CUSTODIAL SERVICES FOR THE COMMUNITY RECREATION CENTER, PARKS AND CULTURAL CENTER TO KELLY JANITORIAL SYSTEMS, INC. FOR THE INDIVIDUAL BID PRICE AS CONTAINED IN EXHIBIT "A" ATTACHED; AUTHORIZING THE CITY MANAGER TO EXECUTE ASSOCIATED CONTRACT; AUTHORIZING THE CITY MANAGER TO TAKE NECESSARY AND EXPEDIENT ACTION TO CARRY OUT THE AIMS OF THIS RESOLUTION; PROVIDING FOR THE APPROPRIATION AND ALLOCATION OF FUNDS FOR SAID BID AWARD; AND PROVIDING FOR AN EFFECTIVE DATE. WHEREAS, the City Manager of the City of Aventura, Florida has, pursuant to the various laws of the State of Florida and the Code of the City of Aventura, properly solicited and accordingly accepted bids for BID NO. 17-08-14-3 CITY OF AVENTURA CUSTODIAL SERVICES FOR THE COMMUNITY RECREATION CENTER, PARKS AND CULTURAL CENTER; and WHEREAS, sealed bids have been submitted to and received by the City pursuant to the City's invitation to bid/notice to bidders, specifications, proposals and requirements for the project/work as cited above; and WHEREAS, staff has determined that Kelly Janitorial Systems, Inc., has submitted the lowest responsible and responsive bid for said project/work; and WHEREAS, the City Commission, upon the recommendation of the City Manager, is therefore desirous of awarding said bid/contract to said lowest responsible and responsive bidders. NOW THEREFORE, BE IT RESOLVED BY THE CITY COMMISSION OF THE CITY OF AVENTURA, FLORIDA: Section 1. That bid/contract for BID NO. 17-08-14-3, CITY OF AVENTURA CUSTODIAL SERVICES FOR THE COMMUNITY RECREATION CENTER, PARKS City of Aventura Resolution No. 2017- AND CULTURAL CENTER is hereby awarded to Kelly Janitorial Systems, Inc., at the bid price as contained in the attached bid documents. Section 2. That the City Manager is hereby authorized to execute, on behalf of the City, a contract by and between the party embodying the terms, conditions, and specifications as set forth in the subject Invitation to Bid/Notice to Bidders, bid specifications, bid proposal and bid requirements, or if a City prepared contract was part of said bid proposal, said parties shall execute said prepared contract on behalf of the City. Section 3. That the City Manager is hereby authorized and requested to take all necessary and expedient action to carry out the aims of this Resolution in awarding this bid/contract. Section 4. That the funds to be allocated and appropriated pursuant hereto and for the purpose of carrying out the tenets of this Resolution shall be from Budget Line Item Number 001-5401-541.4631. Section 5. This Resolution shall become effective immediately upon its adoption. The foregoing Resolution was offered by Commissioner , who moved its adoption. The motion was seconded by Commissioner , and upon being put to a vote, the vote was as follows: Commissioner Denise Landman Commissioner Dr. Linda Marks Commissioner Gladys Mezrahi Commissioner Marc Narotsky Commissioner Robert Shelley Vice Mayor Howard Weinberg Mayor Enid Weisman Page 2 of 3 City of Aventura Resolution No. 2017- PASSED AND ADOPTED this 5th day of September, 2017. ENID WEISMAN, MAYOR ATTEST: ELLISA L. HORVATH, MMC CITY CLERK APPROVED AS TO LEGAL SUFFICIENCY: CITY ATTORNEY Page 3 of 3 Z ►�- Q tn 0 0 0 I— W N� ZL1.1 D N w W a N , a, an M 0 v0 o )-4 C.) 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'is-)''N L a, a .d a) b on .5 a) oA a) a 0 0 tozs 0 0 0 0 0 0 v, . ., v a, too 0 0 o Crz .o ( N o 0 0 0 ` ct r) ° a) a) a w 0 >, Ti L1 .a o 0kr; 0kri 0tri 0 o ami vs o 0 0 0 0 0 a u0 a > r) oS.; o a . a 2 o .4 _> a) 0 4 0 a) U" on -� 41 LI v w aa) 0 0 0 0 0 O a a ° a a o kA a a) — k .g a) -o N as O -.4 ,-.4y p y N 1,-1 aoc.4'0 a a a o o 2 a E 'c��y N 0 c U G a oc 0 I. U o a C a E tom, C y °� U a+ 0 .E -o O 0 Z:, w a) a .c U 0 a) O coo N 1 C a 'O cl Ct go v «s -0 = w c4 LI. 3 Q d40o °e a' O. V - z b 3 0 c. a) o a) c...) a) � c u L.4 d _16 ti -d avi b D Q d0... Cl) CO V) 0 a CITY OF AVENTURA OFFICE OF THE CITY MANAGER MEMORANDUM TO: City Commission FROM: Eric M. Soroka, ICMA-CM, ' y an ger DATE: August 24, 2017 SUBJECT: Recommendation to Select F for RFQ #17-07-24-2, Design and Build Aventura Charter High School September 5, 2017 City Commission Meeting Item 5-.1- RECOMMENDATION SRECOMMENDATION It is recommended that the City Commission adopt the attached Resolution which ranks the firms to perform Design and Build Services relative to the construction of the Aventura Charter High School. The Resolution ranks the firm of Kaufman Lynn Inc./PGAL Architects as the recommended company of the Review Team and authorizes the City Manager to negotiate a separate contract with each firm. BACKGROUND As previously authorized, the City issued a Request for Proposals (RFP) for qualified firms to provide Design Build Services relative to the construction of the Aventura Charter High School. As outlined in the RFP, it was the City's intention to have firms in the disciplines of Architecture and Construction Management submit proposals as teams. The City would accept only one proposal from each team. Upon award, the City will enter into separate contracts with the Architect and Construction Manager to insure that both are committed to the City. The selected Architect and Construction Manager will provide design, construction documents and construction administration services for this project. The contract for Construction Management services will consist of two phases. Phase one is preconstruction services including value engineering, constructability analyses, development of a cost model, estimating, and the development of a Guaranteed Maximum Price (GMP). If the GMP is accepted, at 100% construction documents, then phase two the construction phase will be implemented. In phase two of the contract, the Construction Manager becomes the single point of responsibility for the performance of the construction of the project. I This process has been successfully used in the past in order to accomplish major projects on time and within stated budgets. A Review Team consisting of the Community Development Director, Finance Director, Capital Projects Manager, Public Works/Transportation Director and the City Manager was formed to receive and evaluate the proposals and interview firms to prepare a recommendation to the City Commission. The following is a brief summary of the action taken by the Team to arrive at our final recommendation: 1. A RFQ advertisement requesting Design Build Services was placed in the newspaper, distributed to the vendor list via the Demand Star.com website and placed on the City's website. 2. On July 24, 2017, proposals were publicly opened from the following firms: Lynx Construction Management & CSA Group Zyscovich Architects & Pirtle Construction Thornton & Harvard Jolly Architecture Kaufman Lynn General Contractors/PGAL Red Apple Development, LLC Saltz Michelson Architects. J.J. Morley Enterprises Skanska & Song and Associates, Inc MCM & Silva Architects 3. A shortlist of the following firms was developed and representatives for the firms were interviewed by the Team on August 18 and 22, 2017: Zyscovich Architects & Pirtle Construction Thornton & Harvard Jolly Architecture Kaufman Lynn General Contractors/PGAL Red Apple Development, LLC MCM & Silva Architects 4. Based on extensive presentations, interviews and the criteria outlined below in the RFQ, each Team member ranked the firms independently and then reached a decision to recommend one firm to the City Commission with one alternate that would be called upon, should we fail to reach favorable terms with the top ranked firm: • Understanding the program and project requirements (10 points) • References (10 points) • Experience and Ability (35 points) • Project Staff and Personnel (15 points) • Overall Approach and Methodology (15 points) • Cost ControlNalue Engineering/LEED Building Experience (10 points) • Scheduling this Project, including willingness to meet time and budget requirements (5 points) A contract for architecture services and construction services will be negotiated with the recommended firms. Based on the process, which was very competitive, the Team recommends the firms of Kaufman Lynn General Contractors/PGAL be ranked number one and the City Manager be authorized to commence negotiations. The Team recommends that the firm of Thornton & Harvard Jolly Architecture be ranked second and be called upon in the event we cannot come to favorable terms with the number one ranked firm. Although the top firms were well qualified for the project and the rankings were very close, the edge was given to Kaufman Lynn General Contractors/PGAL based on their, experience with similar projects, project team expertise, knowledge of the site and local conditions (such as traffic flow and soil conditions) and proven educational construction expertise. The City has previously worked with both PGAL and Kaufman Lynn on civic and educational projects. Now that the Team has completed its work, the following actions are necessary to complete the process: 1. Adopt the attached Resolution, which serves three (3) specific purposes. First, it ranks the firms. Second, it authorizes the City Manager to negotiate the contracts. Third, it establishes another firm as an alternate, should we be unable to reach favorable terms with the selected firms. 2. After the two contracts have been negotiated, they will be presented to the City Commission at a future meeting for approval. Copies of all proposals are available for your inspection in the City Manager's Office. Should you have any questions, please feel free to contact me. EMS RESOLUTION NO. 2017- A RESOLUTION OF THE CITY COMMISSION OF THE CITY OF AVENTURA, FLORIDA, SELECTING THE FIRMS OF KAUFMAN LYNN CONSTRUCTION, INC. AND PGAL TO PERFORM DESIGN AND BUILD SERVICES RELATIVE TO RFQ #17-07-24-2 FOR THE CONSTRUCTION OF THE AVENTURA CHARTER HIGH SCHOOL; AUTHORIZING THE CITY MANAGER TO NEGOTIATE THE TERMS AND FEES FOR SAID SERVICES; AUTHORIZING NEGOTIATIONS WITH ALTERNATE FIRMS TO PERFORM THE REQUIRED SERVICES SHOULD NEGOTIATIONS WITH THE SELECTED FIRMS BE UNSUCCESSFUL; AUTHORIZING THE CITY MANAGER TO DO ALL THINGS NECESSARY TO CARRY OUT THE AIMS OF THIS RESOLUTION; AND PROVIDING FOR AN EFFECTIVE DATE. WHEREAS, the City of Aventura, in accordance with applicable State law, has requested proposals from firms for design and build services relative to RFQ #17-07- 24-2 Aventura Charter High School; and WHEREAS, said proposals were evaluated by a Selection Committee consisting of the City Manager, Finance Director, Capital Projects Manager, Community Services Director, and Public Works/Transportation Director; and WHEREAS, said Selection Committee recommends the firms of Kaufman Lynn Construction, Inc. and PGAL based on the experience and qualifications of said firms; and WHEREAS, said Selection Committee recommends the selection of the firms of Thornton Construction Company, Inc. and Harvard Jolly, Inc. should the City be unable to reach favorable terms with Kaufman Lynn Construction, Inc. and PGAL; and WHEREAS, the City Commission desires to authorize the City Manager to negotiate separate scope of services and fees with the recommended firms, and with the alternate firms, should negotiations with the recommended firms be unsuccessful. NOW, THEREFORE, BE IT RESOLVED BY THE CITY COMMISSION OF THE CITY OF AVENTURA, FLORIDA, THAT: Section 1. The firm of Kaufman Lynn Construction, Inc. and PGAL are hereby selected to perform design and building services for the Aventura Charter High School. City of Aventura Resolution No. 2017- Section 2. The firms have been selected on the basis of their experience and qualifications and have not finalized a fee structure with the City. Therefore, the City Manager shall immediately negotiate the scope of services and basis of fees with said firms. Section 3. The basis of fees described above shall be negotiated by the City Manager and approved by the City Commission. Section 4. In the event the City is unable to come to favorable terms and fees with the firms of Kaufman Lynn Construction, Inc. and PGAL, the City Manager is hereby authorized to negotiate scope of services and fees with the alternate firms of Thornton Construction Company, Inc. and Harvard Jolly, Inc. Section 5. This Resolution shall become effective immediately upon its adoption. The foregoing resolution was offered by Commissioner , who moved its adoption. The motion was seconded by Commissioner , and upon being put to a vote, the vote was as follows: Commissioner Denise Landman Commissioner Dr. Linda Marks Commissioner Gladys Mezrahi Commissioner Marc Narotsky Commissioner Robert Shelley Vice Mayor Howard Weinberg Mayor Enid Weisman PASSED AND ADOPTED this 5th day of September, 2017. Page 2 of 3 City of Aventura Resolution No. 2017-_ ENID WEISMAN, MAYOR ATTEST: ELLISA L. HORVATH, MMC CITY CLERK APPROVED AS TO LEGAL SUFFICIENCY: CITY ATTORNEY Page 3 of 3 RFQ #17-07-24-2 Design and BuiLd Services for AVENTURA CHARTER HIGH SCHOOL July 24,2017 s � 4 i c �. Aventua Charter Elementary School Addition F AVEC PGA f� �7' Table of Contents LETTER OF INTEREST......................................................................................................01 rA. ARCHITECT/ENGINEER.........................................................................................02 rn B. CONSTRUCTION MANAGER...............................................................................29 0 C. DESIGN/CONSTRUCTION ABILITY............................................................49 mn D. TIMETABLE...........................................................................................................................57 E. REFERENCES......................................................................................................................59 F. SUBMITTAL OF AIA FORMS.................................................................................60 G. PROPOSER'S QUALIFICATIONS...................................................................115 rpH. INSURANCE REQUIREMENTS........................................................................129 REQUIRED PROPOSAL FORMS.............................................................................134 U) ® City of Aventura RFQ f rAv Design and Build Services ices for Aventura Charter High School LETTER OF INTEREST Letter of Interest J u ly 21,2017 City of Aventura I Government Center 19200 West Country Club Drive I Aventura, FL 33180 RE: RFQ#17-07-24-2 City of Aventura Design and Build Services for Aventura Charter High School Dear Members of the Selection Committee: Kaufman Lynn Construction and PGAL are pleased to submit our qualifications to provide Design and Build services for the new Aventura Charter High School. PGAL is a recognized design expert in K-12 design since 1946 and Kaufman Lynn is a recognized leader in constructing educational facilities locally since 1989.We are confident that the Kaufman Lynn and PGAL team is the best choice to construct this project based on the following reasons: • A PROVEN TEAM: Not only have Kaufman Lynn/PGAL worked on numerous projects together including two current projects,we have successfully worked with the City of Aventura as a design/build team. This means that we will be effective from day one and your project will benefit due to the need to start designing immediately. • WE KNOWAVENTURA: Having designed and built the latest classroom addition for the Charter Elementary School,we understand how the City operates. In addition to this experience PGAL has designed several other sucessful facilities for the City. Getting the building you need, when you need it,and for the price you need it, is what this team can deliver. • HIGH SCHOOL EXPERTS:We understand the uniqueness of High Schools,since every team member has been involved in designing or building High Schools.From picking the correct durable finishes that can take a beating to building state-of-the-art, flexible technology we know the nuances of High Schools. • COLLABORATION: Kaufman Lynn and PGAL are within walking distance of each other and is an easy drive to the City. This close proximity, combined with years of working together, ensures that you are selecting a seamless team that will be focused on delivering a new school that exceeds your expectations. • INTEGRITY. INGENUITY. INITIATIVE:That's what you can expect from Kaufman Lynn and PGAL. Our approach is about more than designing and building high quality projects, it is focused on building long-lasting relationships with our clients through partnership,collaboration, and advocacy. We understand there is a set budget and timeline and will work creatively every day to make sure that the City receives a new High School that the City,students,staff and neighborhood will be proud of for decades to come. With our experience and teamwork approach we bring the knowledge needed to succeed.The Kaufman Lynn/PGAL design and build team has been proactive in problem solving and will come with solutions to eliminate any problems that might arise to ensure the project remains on-schedule and on budget.This is a very important project to us, and we know this project is vital to the City of Aventura and the residents.We are confident that we are your best choice to provide design and construction services for the new Charter High School. Sincerely, Michael I. Kauf ian Nestler Kaufman Lynn Construction, Inc. PGAL ® City of Aventura RFQ for Aventura Design and Build Servicesices for Aventura Charter High School A . ARCHITECT/ENIGNEER Past Performance n � ,� �o�w ����n�������������������� ��I�n��������������������I���������������������I������� �������������I�IIIII��II�II����������������,����J�I�II�I►►►������ ��;:� 'i'i ''ll ' t. .��I V OWNER REPRESENTATIVE AVENTURA CHARTER ELEMENTARY & Eric Soroka City ofAve ntura MIDDLE SCHOOL 1900 West Country Club Dr. Aventura, FL Aventura, FL 33180 (305)466-8910 PROJECT DESCRIPTION esoroka@cityofaventura. Workingwith an extremelytight budget and schedule, PGAL quickly designed these com two 2-story 13,000 s.f.elementary and middle school classroom additions. Located directly on the bay,adjacent to the City's Cultural Arts Center,also designed by PROJECT SIZE PGAL,the concept needed to address safety and security issues for students and 13,000 s.f. a constricted site within which to build.The tilt wall buildings blend seamlessly with the existing school and are interlinked by covered walkways.The project was ORIGINAL COST completed in a design/build delivery method with Kaufman Lynn Construction. $1.5 million FINAL COST • • • - Educational Project $1.5 million -Classrooms -Administration Spaces - Multi-story INTIAL DESIGN COMPLETION Design/Build Project September 2008 ML ACTUAL DESIGN COMPLETION ;I< L. September 2008 ( •° COMPLETION DATE September 2009 MIDDLE SCHOOL WIN. KEY PERSONNEL INVOLVED Ian Nestler - � n Kari Botek Michael Kaufman _ Ben Baffer Carlos Teijeiro Michael P. Linden Mike Gagnon _ Don Scott M ---- City of Aventura RFQ ices f 2 Design and Build Services forAventura Aventura Charter High School Past Performance I IllVllll 11 I I1I 'iii utllll II!!i •�.d -II nm I I null i.-1V ni :'ou II�!!!'III, I! VI'! II°1 1114 IIIIVEIII i N OWNER REPRESENTATIVE WINDERMERE PREPARATORY HIGH SCHOOL Dr.Tom Marcy Windermere Preparatory HS Windermere, FL 6189 Winter Garden- PROJECT DESCRIPTION Vineland Road On this project,PGAL provided architectural,interior design,and engineering Windermere, FL 34786 services for a new 2-story high school completed with a fast-track design and (407) 905-7737 construction timeframe.The new high school is 18,000 s.f. and includes 14 large tom.marcy@ classrooms,6 small classrooms,2 teacher workrooms,a large multi-purpose space, windermereprep.com administration offices,conference room and support spaces.The project was PROJECT SIZE completed in a design/build delivery method. 18,000 s.f. ORIGINAL COST New Construction - Design/Bui[d Educational Project $2,350,000(+$730,000 owner Classrooms A' • Spaces Multi-story Requested Additions) FINAL COST $3,050,000 - INTIAL DESIGN COMPLETION ■ December 2011 a = ACTUAL DESIGN COMPLETION December 2011 COMPLETION DATE August2012 KEY PERSONNEL INVOLVED -' Ian Nestler ■ISI�� e 1��� Sam Ferrers "Tui X111111 WllllJllll i97 Rodney Crockett � u Angela Guthriel 9 �I �� Beth Cowan x L. 06 ® City of Aventura I RFQ ices f 3 Design and Build Services for rAv Aventura Charter High School Past Performance \` M 1 k 9 , Awl ONOi y � ��■ ���1 !�■ � � � 1. �' y.a. �� 1 �■ r gig 1 _ a„4 � I i li it OWNER REPRESENTATIVE NORTH BROWARD PREPARATORY SCHOOL Elise R. Ecoff Head of School GLOBAL WELLNESS CENTER AND SITE 7600 Lyons Road Coconut Creek, FL 33073 REDEVELOPMENT (954) 247-0011 Coconut Creek,FL ecoffe@nbps.org PROJECT DESCRIPTION PROJECT SIZE PGAL provided architectural,interior design and engineering services for the North 49,000 s.f. Broward Preparatory School Global Wellness Center located in Coconut Creek, Florida.The project included redevelopment of 14.5 acres on the west side of the ORIGINAL COST campus with extensive sitework including NCAA standard baseball and softball fields. $12,600,000 The Global Wellness Center included a new 2-story,46,000 s.f. building that provided new program space for the existing campus student body. Elements of the building FINAL COST include a new state-of-the-art gymnasium which houses 2 practice courts and 1 $14,000,000 (owner expanded main court,10 large high school classrooms,administrative offices,a full service the second floor wing by 7,000 s.f. concession stand,7 locker rooms,a 3,000 s.f.weight room with trainers office,and a halfway through the project) dance and yoga studio. INTIAL DESIGN COMPLETION Apri12015 -Gymnasium High School Classrooms ••• Functions ACTUAL DESIGN COMPLETION Parking Apri12015 - New Construction EnvironmentalMitigation COMPLETION DATE - January 2017 KEY PERSONNEL INVOLVED 1 Ian Nestler ,r .•,.r. . Sam Ferreri Kari Botek Angela Guthrie �� h Beth Cowan ® City of Aventura I RFQ#17-07-24-2 4 RL � Design and Build Services for Aventura Charter High School Past Performance -. � `• 4'y OWNER REPRESENTATIVE SANTALUCES HIGH SCHOOLACADEMY Glenn Armbruster Senior Project Administrator Lantana, FL (561) 882-1903 PROJECT DESCRIPTION This 30,000 s.f. modernization program was designed to enhance four high school PROJECT SIZE academies and was completed in two phases to keep the school fully operational. 30,000 s.f. PGAL's design provided state-of-the-art culinary and music academies,as well as ORIGINAL COST a district prototype for a Visual Arts Academy to support their use of cutting-edge $4,558,750 technology,and the Early Education Academy with district standard "working classrooms". FINAL COST $4,558,750 Specialty Function School •• Support •, _ INTIAL DESIGN COMPLETION - -Educational ' •ject -Administrative Space 2005 ACTUAL DESIGN COMPLETION T 2005 a COMPLETION DATE ■ . , a. — {1+ +• December 2007 _ KEY PERSONNEL INVOLVED Ian Nestler Kari Botek Rodney Crockett Angela Guthrie ® City of Aventura RFQ#17-ices f rAv 5 Design and Build Services for Aventura Charter High School Past Performance Pr j r - I� i i4� IIhI`l4iYrf III t � i �,� I �IIIIIIIIII OWNER REPRESENTATIVE BOCA RATON COMMUNITY HIGH SCHOOL Kristen Garrison Palm Beach County Schools Boca Raton, FL (561)434-8000 ext.4820 PROJECT DESCRIPTION The high school was a replacement on a very small site,which required a similar PROJECT SIZE three-story classroom building approach. In similarity,the 2,100+student school was 3-story,3 700-student divided into three 700-student buildings including laboratory space.The project also buildings included a gymnasium on site. ORIGINAL COST $41,264,956 .Specialty Function •• ••ms -Support S•, - FINAL COST - Educational Project -Administrative Space -Similar Size $41,264,956 INTIAL DESIGN COMPLETION 2003 ACTUAL DESIGN COMPLETION _ 2003 COMPLETION DATE WIT ,, 2004 — — — — KEY PERSONNEL INVOLVED Sam Ferreri —`— Beth Cowan — — Jeff Zalkin ® City of Aventura I RFQ#17-07-24-2 6 RL � Design and Build Services for Aventura Charter High School Ability to Take on Additional Work CURRENT WORKLOAD AND STAFFING The PGAL team is immediately available to begin work on this important project,proceed in an efficient manner and give our full commitment to meet your schedule. PGAL has a long history of achieving successful project completions through a combination of effective project management and technical expertise.Our success comes from serving clients, and that philosophy has been instilled in our employees. Our team is known in the marketplace as results-oriented,and our employees and consultants are well respected for the quality of their work. We have analyzed the team's current workload and determined that the proposed staff are available and will be committed to the Aventura Charter High School Project. PGAL is committed to providing the City of Aventura staff with experienced,trained technical professionals and management staff needed to successfully achieve Aventura Charter High School's objectives of the project. Project personnel will be dedicated to each assigned component of the work. Project Name Fee Remaining Small Projects 25,915 Windermere Cypress Center for the Arts 225,478 Embry Riddle Aeronautical Wind Tunnel 39,200 Indian River County Courthouse Renovations 36,500 Midtown Apartments 121,000 Fort Lauderdale Fire Station 54 35,929 NBPS Residential Village 509,356 Temple Beth El Sanctuary&New Chapel Renovations 155,878 TAM Park West 411,850 Fort Lauderdale International Airport Terminal 4 73,359 Employee Witle/Role — k_- Years with PGAL Ian A. Nestler,AIA, LEED AP I Pri nci pa[/Architect I 21 years Samuel J. Ferreri,AIA Principal/Architect 5 years Joby Balint,AIA, LEED AP Associate Principal/Architect 17 years Kari Botek, RA, LEED AP Associate Principal/Architect 18 years Ann Fits, LEED AP Project Designer 10 years Rodney Crockett, RA, LEED AP Senior Associate/Architect 10 years JutiEdwards Senior Associate/Di rector of Business Development 6Years Bruno Phillips Senior Associate/Project Designer 14 years Jim Vallejo Senior Associate/Project Manager 15 years Adriana Murillo, LEEDAP Senior Associate/Project Designer 13 years Angela Guthrie, LEED AP Senior Associate/Project Designer 12 years Juan Diego Giratdo Senior Associate//Production Specialist 12 years Sean Harman Associate/Intern Architect 5 years Byron Wilson Senior Associate/Intern Architect 5 years Craig Ditman Senior Associate/Project Manager 11 years Megan Gonzalez I Associate/Production Specialist 10 years ® City of Aventura I RFQ#17-07-24-2 7 RL � Design and Build Services for Aventura Charter High School Ability to Take on Additional Work Employee Giannina Machare Associate/Production Specialist 12 years Roberto Beltran Construction Administrator 10 years Beth Cowan, NCIDQ Senior Associate/Interior Designer 3 Years David Wallace,AIA Senior Associate/Architect 2 years Angie Fuertes-Bodin Project Designer 2 years Isabelle Bouthiller, NCIDQ Interior Designer 1 year Ana Gonzalez Project Designer 3 years Gina Pasharikov, LEED AP Intern Architect 1 year Isabella Ramos Intern Architect 1 year Rouzbeh Ahmadinejad Project Designer 1 year Zayte Arrinda Intern Architect 1 year Jennifer Restivo Administrative Assistant 2 years Debbie Kierney Graphic Designer 12 years Matt Ahearn Intern Architect 1 year Felipe Rocha Intern Architect >1 year Total—31 Staff Members ® City of Aventura I RFQ#17-07-24-2 8 RL � Design and Build Services for Aventura Charter High School Experience and Ability A. DESIGNING SIMILAR PROJECTS Based on PGAL's extensive design experience with school districts in South Florida, and throughout the country, a successful series of approaches and processes have been developed to provide finely-tuned,consistently creative, and highly customized designs for each new assignment we undertake.To ensure efficiency,we will obtain cost estimates at the earliest phases of work,with our Design and Build Partner Kaufman Lynn and make sure designs are on budget at every stage,from conceptual drawings forward. For example, at Whispering Pines Elementary(Boca Raton),the resulting well-coordinated plans and streamlined design allowed us to successfully receive bids on the project$900,000 under budget, meet the GMP, and give the District$1 million in value-added program and finish enhancements on a $12 million classroom building. PGAL's approach to sustainability is to focus on factors that will save energy, lower operational costs, improve air quality and meet the District's desired LEER level most economically, as we did at Seminole Trails Elementary(Palm Beach Gardens) and Lovett Elementary(Houston)through our customary integrated design approach.Through in- depth collaboration with our design build team at the commencement of the project,we are able to obtain the most optimal synergy in regard to sustainable design,thereby minimizing the need to"purchase" LEED credits.To tailor each school's specific needs while balancing City standards,we use highly interactive design tools-sketches, models, computer modeling and BIM.We go the extra mile by producing professional renderings and design presentations and graphically-enhanced meeting flyers to generate parent,SAC, neighborhood and City support.This proactive process helps clarify issues, minimize misunderstandings and resolve conflicts before they can negatively impact approvals, budget and schedule.These methods also help us to clearly communicate to the City and school staff the dynamic and responsive design ideas we are producing and to obtain the most effective feedback during the design process. The safety of school children is paramount in our design approach.Our schools showcase unobtrusive perimeter fencing, limited entry points, and internal circulation patterns that provide excellent sight lines for staff and security officers,thereby enhancing natural surveillance. We are CPTED (Crime Prevention through Environmental Design) certified and routinely employ these principles. Additionally,we understand the importance of providing a well-organized site plan the will clearly separate the various modes of transportation being used to access the site while also providing for the various circulation needs of parents,teachers,students,staff and service.These decisions can have great impact on the functionality of a school facility and its presence in the neighborhood.We know how to design schools that are"good neighbors"with careful noise control,good traffic and pedestrian circulation, and exteriors that celebrate the surrounding community. At Forest Park Elementary(Boynton Beach),interiors and exteriors strongly reference the neighborhood's Caribbean character.At Allamanda Elementary(Palm Beach Gardens),our site design not only expanded student pick-up space for a large ESE population,it also resolved long-standing traffic problems for the school's neighbors. Palm Beach Gardens Elementary received unanimous early site plan endorsement from the City for its neighborhood sensitivity, compatible aesthetics and traffic safety measures. Each of these school designs was unique and generated excitement from the communities,students and staff. PGAL's design process continues to evolve with each and every school facility we design,and we appreciate the opportunity to provide a dynamic and wonderful learning environment for the Aventura Charter High School project. PROJ ECT APPROACH The PGAL Philosophy begins with our commitment to a comprehensive team approach to the design process.We believe quality architectural design is a product of a continuing dialogue-a dialogue between our Design and Build partner, Kaufman Lynn,the City,the Charter Schools USA,the primary and secondary user groups,the design team (architects,engineers and specialty consultants), and jurisdictional agencies. ® City of Aventura RFQ ices f Aventura 9 Design and Build Services forr Aventura Charter High School Experience d Ability Upon Notice-to-Proceed,our Team would request a series of intense ch a rrette-typeworkshops with key representatives and other stakeholders to discuss site constraints and opportunities. During this process,the design team would work to validate all previous program assumptions (including schedule and budget),while also bringing new ideas and approaches to the Aventura Charter High School.This allows us to"hit the ground running. Our ultimate goal is to arrive at the optimum solution to the Aventura Charter School Project.As we embark on this journey in partnership with you,we will begin to weave the following three elements of Design Philosophy and Process into the fabric of our work: 1.Collaboration Our best projects come from a highly participatory process,where the Aventura Charter School District staff, stakeholders and design professionals are acting as a team with shared goals and vision. Every step of the process builds on the previous step. Listening, understanding,and working together are all part of this collaboration. 2. Business Modeling Our design and build team is well versed in the business aspects of designing a financially successful project.We understand that project costs include construction,operations, maintenance and soft costs.We also understand that funding can come from a variety of sources including,capital improvement dollars, revenue streams and enhanced property value.We will help you find the right balance of design,construction delivery and business aspects to achieve a financially responsible result. LEED°for New Construction 3.Sustainability We embrace an integrated approach to environmentally responsible design, Total Possible Points** 110* bringing together all major architectural and engineering disciplines to develop cohesive sustainable solutions. Drawing upon the knowledge of our Sustainable Sites ss LEED Accredited Professionals,we will assist the Aventura Charter High School walerEfficiency 10 staff in researching,evaluating and implementing holistic design solutions Energy&Atmosphere 35 that address the built project, its performance overtime,occupant comfort Nalerials&Resources 14 and health, and the construction process. For our team,sustainability means both providing Leadership in Energy and Environmental Design (LEED) and O tndoorEnrironmental0uality IS providing a design that is embraced by the community and fits well within its Out alapossW1Wpants+10bopuspohits context. Ce&W 40+pants,&W5o+pornts. God 60tpants,P43bnum 80+points For a list of PGAL's sustainability experience,please see the following pages. Throughout the design phases,the PGAL/Kaufman Lynn Team would seek to schedule ongoing Aventura Charter High School staff reviews to maintain the constant dialogue required for effective and efficient decision-making.Your input with regard to goals and objectives on the Charter High School project will be crucial to the planning and phasing of the project.This continuing dialogue will assure that the goals of the design build team will always be aligned with those of the Aventura Charter School. Ian Nestler,AIA as Principal in Charge and Sam Ferrero,AIA, as Project Manager,will play a key role in the implementation of the Design Philosophy and Process as the project moves forward.Their responsibility includes facilitators of the three design elements above while managing the organization and coordination of the documents. Ian will work to ensure that the Design Philosophy and, most importantly,the objectives of the Aventura Charter High School staff, are at the forefront of the team's priorities and that high-quality documentation is an all-important by-product of that philosophy.Also under Sam's watchful eye,there will be a seamless transition between each phase of the project- progressing from schematic design through contract documents through construction to a successful final completion. ® City of Aventura RFQ#17-ices for 10 Design and Build Services for Aventura Charter High School Experience d Ability `7 Am, �.JL ate �C NET ZERO ENERGY NAVFAC's 29 PaLms BEQ and Parking Garage Complex $131 M Certified 292,300 SF PLATINUM City of ALLen Fire Station No.5 $3.3 M Certified 10,500 SF Reforma 180 $100 M Pre-Certified 436,000SF Briarpark Green $10 M Certified 70,000 SF Habitat for Humanity,Henderson Homes $140 K Certified 2,466 SF GOLD Arlington Municipal Airport $14 M Certified 52,500 SF Boston Logan International Airport Conrac $310 M Certified 80,000 SF City of Dal-Las Fretz Park Addition/Renovation $3.4 M Registered 19,500 SF FAU HBOI Research II Complex $14 M Certified 42,000 SF FAU Innovation VilLage $70 M Certified 500,000 SF FAU Parliament HaLL $30 M Registered 188,000 SF Granite Office Building $40 M Certified 300,000 SF GSA ALto Lee Adams Sr.U.S.Courthouse $42 M Certified 123,400 SF HP Next Generation Data Center $175 M Certified 365,000 SF Max Planck Florida Research Institute $52 M Certified 110,000 SF NAVFAC's 29 PaLms Quality of Life and Dining Complex $136 M Certified 338,115 SF PGAL Houston Headquarters $1.8 M Certified 70,000 SF Proyecto Legaria 1 $75 M Registered 251,540 SF Proyecto Legaria II $75 M Registered 251,800 SF Corporativo Dos Patios $62 M Certified 406,902 SF NAVFAC Camp Lejeune Stone Bay Bachelor Enlisted Quarters(BEQ) $45 M Certified 116,148 SF SBA Consolidated Rental Car Maintenance and Storage Complex $8M Certified 156,816 SF South Florida Regional-Transit Authirity Administration Building and Parking $40 M Registered 78,997 SF Torre BBVA Bancomer $150 M Registered 908,270 SF University of Florida Southwest Parking Garage $20 M Certified 313,000 SF ® City of Aventura RFQ f rAv 11 Design and Build Services ices for Aventura Charter High School Experience d Ability SILVER Arlington General Aviation Terminal $4.5 M Registered 15,500 SF Bellaire Fire Station $4.9 M Certified 18,000 SF Bob Hope Airport RITC $98 M Registered 850,000 SF Boca Raton Downtown Library $9.8 M Certified 42,000 SF Centro Cultural Mexiquense de Oriente CCMO (4 Buildings) $100 M Registered 756,400 SF City Express San Luis Potosi $5.5 M Certified 5 8,2 50 SF City Express Puebla $6M Certified 67,125 SF City Express Monterrey Santa Catarina $5.8 M Certified 61,100 SF City Express Playa del Carmen $6.2 M Certified 56,250 SF City of Coppell Senior Recreation and Community Center $4.5 M Certified 13,560 SF City of Seguin Public Library $11.5 M Registered 43,000 SF College du Leman $6.5 M Designed 28,500 SF Corpus Christi International Airport CONRAC $4.8 M Registered 5 Acres Denton County Precinct Four $6M Registered 30,000 SF Denton Public Safety Training Complex $12M Registered 26,000 SF DSM Consolidated Quick Turnaround Facility $6.8 M Registered 243,936 SF Enterprise Holdings Rental Car Operation at ORD $5.2 M Certified 11,000 SF George Bush IAH Terminal B South Side Replacement $60 M Certified 200,000 SF Greater Harris County 9-1-1 Tom Bass Building $16 M Certified 48,600 SF Hospital ISSEMYM Toluca $65 M Certified 402,500 SF Hospital Regional de Alta Especialidad de Zumpango $90 M Certified 450,700 SF Hospital Ticul $90 M Registered 418,200 SF James Driver Park,Northeast Wellness Center $5.8 M Registered 10,000 SF Lewisville Government Center North&South Buildings $15.5 M Registered 60,000 SF MINYANA Mixed Use $550 M Registered 2,690,000 SF Port Miami Terminal F $28 M Registered 440,000 SF Torre B Polanco $70 M Registered 392,800 SF USACE Fort Huachuca Unmanned Aerial System Tactical Equipment Pool $8M Registered 30,000 SF and Company Operations Center West University Place Colonial Park Aquatic Center $4.5 M Certified 4,600 SF West University Place Recreation Center $8.6 M Certified 33,800 SF ® City of Aventura�RFQ#17-07-24-2 12 RLDesign and Build Services for Aventura Charter High School Experience d Ability CERTIFIED Aventura Civic and Cultural Arts Center $7 M Certified 14,864 SF City Express Guadalajara $6.7 M Certified 61,500 SF City Express Irapuato $5.5 M Certified 52,600 SF City Express Queretaro $5.8 M Certified 54,100 SF City Express Ciudad Juarez $6M Registered 52,200 SF City Express Leon $5.8 M Registered 51,750 SF City Express Reynosa $5.6 M Registered 52,100 SF City Express Saltillo $6M Registered 51,750 SF City Express Playa del Carmen $9.5 M Registered 65,500 SF City Express Santa Agraz Mixed-Use Building $14 M Registered 146,400 SF City Express Los Cabos $6.3 M Registered 61,800 SF Fort Lauderdale-Hollywood Airport T4 $180 M Registered 1,100,000 SF Harris County Joint County/City Processing Center $77.9 M Registered 246,000 SF Hartsfield Jackson Atlanta InternationaL Airport CONRAC $242 M Registered 100,000 SF Hospital IMSS Colima $70 M Registered 368,600 SF Kimley-Horn West Palm Beach Headquarters $1.2 M Registered 29,000 SF Love Field Maintenance Facility $4.5 M Registered 38,000 SF Lovett Elementary School $12 M Registered 84,500 SF Seminole Trails Elementary School $10.9 M Registered 53,190 SF Texas Children's Pediatric Associates Westchase $1 M Certified 6,885 SF Vadatech World Corporate Headquarters --- Certified 7 1,519 SF SPIRIT US Air Force F-22 Munitions Facility $2.4 M Certified 8,000 SF GREEN GLOBE Florida International University Bayview Housing $37 M I Globe 202,850 SF I __IL 1900b f .� ® City of Aventura I RFQ ices f 13 Design and Build Services forAventura Aventura Charter High School Experience d Ability B. WORKING WITH GOVERNMENT CLIENTS AND THEIR STANDARDS AND PROCESSES The PGAL team has extensive experience with all south Florida regulatory and government agencies including specific requirements of the City of Aventura.As part of the City development review process, PGAL will organize and participate in the development review process,including any required public hearings and presentations.The City requires public participation in conjunction with a proposed development in order to provide neighbors with an opportunity early in the development review process to learn about, understand,and comment upon proposals,to attempt to mitigate impacts a proposed development may have on the neighborhood, and facilitate communications between applicants and neighbors throughout the review process.The schedule for the City development review process requires a minimum notice for meetings and staff reviews.This process,with public notice, public input,staff reviews and public meetings is an approximate four-month timeframe. C. KNOWLEDGE AND APPLICATION OF CODES AND COMPLIANCE REQUIREMENTS The PGAL team has extensive experience with all south Florida regulatory agencies including specific requirements of the City of Aventura.As part of the City development review process, PGAL has organized and participated in the development review process, including any required public hearings and presentations.The City requires public participation in conjunction with a proposed development in orderto provide neighbors with an opportunity early in the development review process to learn about, understand and comment upon proposals,to attemptto mitigate impacts a proposed development may have on the neighborhood, and facilitate communications between applicants and neighbors throughout the review process. The schedule for the City development review process requires a minimum notice for meetings and staff reviews.This process,with public notice, public input,staff reviews and public meetings is an approximate four-month timeframe. Our team's approach to this process is to meet with all agencies early in the process,define all affected groups and neighboring properties and get their input during the conceptual planning stage of the project. Incorporating the staff, agencies and public input early in the process, in our experience, helps keep a project on schedule.Through this early input, items of community concern can be addressed and resolved. The PGAL team will meet with all departments of the City of Aventura involved with the development,including the fire marshal, building department,sustainable development,sanitation,water and sewer and traffic engineering. These early input meetings streamline the development process and assist in better defining the project scope and impacts and help identify potential issues to comply with the City's unified land development regulations(ULDR). The City of Aventura site plan approval includes approvals from the following committees and boards: development review committee, planning and zoning board, and city commission for(Level IV)site plans. It is important to identify the level of site plan approval required early in the process (Level II - IV) as they require additional hearings, and a Level II approval that does not require a conditional use, parking reduction,setback modification, rezoning, right-of- way vacation,or plat amendment may be able to occur administratively by the development review committee (DRC), shortening the process.The Design Build team will reach out to the City to discuss the scope and requirements early in the process and develop a realistic project schedule. -- A PROVEN RLI SUCCESSFUL KAUFMAN LYNN � TEAM CONSTRUCTION •. ® City of Aventura I RFQ#17-07-24-2 14 RL � Design and Build Services for Aventura Charter High School Experience d Ability D. COST ESTIMATING AND QUALITY CONTROL VALUE ENGINEERING With accurate cost estimating and constant adjustments by the Design and Build team to the results of the estimates, there should belittle reason for value engineering. However,if requested by the Aventura Charter High School staff, we will provide independent value engineering consisting of the review of the costs,quality and time influences of the proposed building materials,systems, and construction methods relative to design objectives in order to identify options for obtaining optimum value for the client.Value engineering services would be most effectively provided during design development and in concert with Kaufman Lynn.Additional value engineering exercises may be performed later on should the budget need to be further"tweaked". In performing a rigorous program of Value Engineering, PGAL will... • Identify systems, materials,or functions to be assessed or value engineered -Ana[yze objectively the performance objectives of each component, including life-cycle analyses •Quantify the relative rankings of alternative solutions to each objective • Recommend the appropriate solution based on a thorough understanding of stated criteria CAD CAPABILITIES AND SOFTWARE PGAL maintains cloud based computer stations with fully integrated CAD capabilities in AutoCAD and Revit,and employs the Microsoft Office suite, Newforma and other standard business software. PGAL uses technology for all phases of a project, including PowerPoint presentations,digital visualization,digital photography,electronic mapping, remote sensing,and desktop publishing.Output is also available on CD and can be posted to a client's(or PGAUs)website for public viewing.Through the use of such digital visualization programs such as Autodesk 3D Studio Max,Autodesk 3D - Viz,Sketch Up, Lumion and LightScope, PGAL can photo realistically represent a building or site plan in various ® ��"°e J5Ron !:°s, � iterations. Digital visualization allows PGAL to easily convey concepts to you in the clearest possible manner. QUALITY CONTROL A critical component of project management success is ensuring overall quality-that our drawings and specifications are well coordinated and accurate.At strategic points in each design phase, a full peer review of the documents is performed in-house by someone not associated with the project to ensure design goals are being met,documents make a coherent statement,the scope of work is clear and without redundancy,that there are consistent references between drawings and specifications, and that the sustainability goals are addressed.Our team will also provide site observation during construction to further maintain schedule, budget and quality. PGAL will produce a very thorough and coordinated Design Development set of drawings,gain user sign-off,and obtain a "real time"cost estimate that will allow us to carefully review any changes that need to be made to keep the budget in line.Since we have assembled a team of consultants that we have worked with previously,we feel they have demonstrated accountability for the quality of their respective work products.We coordinate between all disciplines throughout the design process, and at the end of each design phase,we review the completeness of documents and formally evaluate coordination between disciplines.This process minimizes field problems and resultant change orders and is integral to our management plan. ® City of Aventura RFQ#17-ices for 15 Design and Build Services for Aventura Charter High School Experience d Ability MANAGEMENT OF THE PERMITTING PROCESS The permitting process encompasses many facets which can affect cost and schedule.There will be multiple permits and jurisdiction al agency approvals required,some are concurrent with each other and/or documentation and some are sequential.All permits are required to start construction and all can impact the construction schedule during the inspection process. Having up-to-date signed &sealed changes from the A/E Team avoids a potential failed inspection.The management of the permitting process begins with a clear understanding of the various permits and approvals required. Mapping out the entire process on our master schedule is a critical first step,since some agency review periods can be quite long.The most effective ways to shorten the process and make sure each permit is received within the scheduled timeframe is to meet early and often with the reviewing parties.Also, a thoroughly checked set of documents, based on our enhanced quality control and assurance program,will minimize comments and turn-around time. MANAGING THE CONSTRUCTION PROCESS Construction Administration is executed by the same individuals responsible for preparingthe design documents, particularlythe project manager and project coordinators,with sustained involvement by the leadership team. Construction communication such as RFI's,change order requests and supplemental instructions will be facilitated by a process mutually agreed upon with Aventura Charter High School staff and the design and build team. Using our internal database,we will simultaneously track this and other construction-related details to ensure that each issue is monitored and addressed with a "time is of the essence"commitment. PGAL's and Kaufman Lynn's RFI process encourages all team members,to ask reasonable questions to obtain information other than that readily available in the documents. 'TRESS • Documenting questions using written information requests • Managing the response, answering all possible questions directly •Coordinating response between the Aventura Charter High School staff and the Design and Build team •Tracking RFI's that may reflect changing conditions MANAGEMENT OF THE CLOSE-OUT OF THE CONSTRUCTION CONTRACT The final phase of construction includes the punch list,closeout and commissioning.This phase occurs as the building is being delivered, providing for reliable operation from the first day of service. In our practice,this is a considerable component of the previous stages and actually continues on through the life of the facility. E. DESIGNING PROJECTS ON TIME AND WITHIN BUDGET PGAL's success results from a long history of meeting our clients' budgets and schedules by adhering to a systems-based design approach. Budgets for the type,extent and quality of building systems are established very early in the project then evaluated at each phase to ensure budgets are always maintained. Phases are only signed off as"approved"once line-item estimates are within the established budget parameters. The Design and Build team will be integrally involved in continually monitoring the budget and schedule for each phase of this project. In over 70 years providing design build services, PGAL has developed one of the most sophisticated cost and budget analysis processes.Cost estimating begins at the earliest stages of a project and evolves quickly into detailed budgets for every system in the project.The design for each system is then aimed at a specific budget,even in schematic design. ® City of Aventura RFQ#17-ices f rAv 16 Design and Build Services for Aventura Charter High School Experience and Ability We know time equals money and maintaining the schedule is essential, knowing even a half-percentschedule"slip" represents a significant amount of time.Good schedule control systems provide a discipline to think through the process and knit the project team together.These systems and schedule allow individual project team members to see their responsibilities and the"details of the moment" in the context of the entire program. One of Ian's key functions will be to keep schedule milestones,critical path elements, and review dates on target, beginning with the confirmation of the City's critical dates during initial work sessions.The project schedule will be a driving force forth is project.The published dates for the start of construction and project completion will require a commitment from all the design build team members and the City to provide timely submittals and approvals to stay on schedule. Our unique process of providing design services will facilitate this approach to a successful project.The continuity of our team through all phases of a project makes for a seamless transition from phase to phase.We also take pride in the quality,completeness,and coordination of our design documents at every phase in the design process.A schematic design package from a PGAL team is as complete as many of our competitors provide for the design development phase and likewise the design development package actually has many elements and details included in most firms'construction documents. This pushing forward of decision making provides the project with a two-fold benefit: • By defining more complete systems and finishes earlier,the cost estimator has better information on which to base early estimates,thereby eliminating surprises later in the process. • By actually pushing forward decision making in the early design phases,we reduce the time allotted for later phases of construction documents. • PGAL has proven this method of operation necessitates little,if any, need for schedule recovery related to our projects. If,due to some unforeseen development,the project does fall behind schedule, PGAL has the resources to assign a recovery team to any area of the project.With available Staff, PGAL can assure the City completion of this project, as scheduled. ® City of Aventura RFQ#17-ices f Av 17 Design and Build Services forr Aventura Charter High School i IAN A. NESTLER, AIA, LEED AP i Principal Designer ■ Background Ian Nestler has more than 39 years of experience in the architectural profession. Ian is an award winning Architect for a diverse range of education,civic,campus housing, parking garage and recreational projects.As Principal Designer, Mr. Nestler is the Corporate Officer responsible for the successful implementation of the contract. He guides a project's progress from concept to completion, assuring the the level of quality while integrating realistic budget,schedule and construction parameters. His excellent communication and partnering skills are critical assets in EDUCATION this process and are reflected in the enviable record of client commendations he has Master of Architecture, received throughout his career. Harvard University B.S.Architecture, Experience University of Southern Aventura Elementary Charter School,Aventura,FL —Working with an extremely tight California budget and schedule, PGAL quickly designed these two,2-story 13,000 s.f.elementary and middle school classroom additions. Located directly on the bay,the concept REGISTRATIONS/ needed to address safety and security issues for students and a constricted site within CERTIFICATIONS which to build.The tilt wall buildings blend seamlessly with the existing school and are LEED Accredited interlinked by covered walkways. $1.5 million. Professional AIA(American Institute Windermere Preparatory High School,Windermere,FL — Provided architectural, interior of Architects) Certified design and engineering services for a new 2-story high school in a fast track design and construction timeframe.The project was 18,000 s.f. and included 14 large classrooms, YEARS OF 6 small classrooms,2 teacher workrooms,a large multi-purpose space,administration EXPERIENCE offices,conference room, and support spaces. Design/Build,$2.3 million. 39 NBPS Global Wellness Center,Coconut Creek,FL —This project included a new 2-story, 46,000 s.f. building that provided new program space for the existing campus student body. Elements of the building include a new state-of-the-art gymnasium which houses 2 practice courts and 1 main court, and 7 locker rooms.Also included was 10 large classrooms and administrative offices and a full service concession stand.$14.0 million. Santaluces High School Academy,Lantana,FL —This project involved the complete renovation of four areas to provide for fourAcademy programs within two existing buildings: Culinary Arts, Music,Visual Arts, zn n rib and Early Childhood Learning. $4.5 million. Forest Park Elementary School,Boynton Beach,FL — Provided architectural design services for the 113,000 s.f.school modernization project.The moderminized facility will accommodate 798 student stations with core facilities holding 960 student stations. $26.0 million. Aventura Elementary Charter School ® City of Aventura I RFQ#17-07-24-2 18 RL � Design and Build Services for Aventura Charter High School i i SAMUEL J. FERRERI, AIA Project Manager Background With over 37 years of experience in the field,Sam Ferreri has been involved in the programming and design of over 24 schools. His exceptional design credentials have made him a leader in the development of 21st Century Schools creating flexible collaborative environment and focusing on programming and design strategies that have the greatest impact on student achievement and teacher retention. Mr. Ferreri has received numerous awards and citations for his development of small scale learning communities at all levels creating school within a school EDUCATION environments to faster intimate learning.As Project Manager,Sam heads up our K-12 Master of Architecture, design team.A hands-on principal,Sam is intimately involved in the programming and University of Florida planning process. B.S.Architecture, Florida A&M Experience Treasure Coast High School,West Palm Beach,FL — 188,273 s.f., 1,314 S.S.School with REGISTRATIONS/ decentralized administration. Key features of the school include 8 small learning CERTIFICATIONS communites;4 main academic buildings;classrooms integrating day-lighting AIA(American Institute pricinples, audio enhancements, LowVOC projects, and a career educaton component. of Architects) Certified $33.5 million. YEARS OF Windermere Preparatory High School,Windermere,FL — Provided architectural, interior EXPERIENCE design and engineering services for a new 2-story high school in a fast track design and 37 construction timeframe.The project was 18,000 s.f. and included 14 large classrooms, 6 small classrooms,2 teacher workrooms,a large multi-purpose space,administration offices,conference room, and support spaces. Design/Build,$2.3 million. NBPS Global Wellness Center,Coconut Creek,FL —This project included a new 2-story, 46,000 s.f. building that provided new program space for the existing campus student body. Elements of the building include a new state-of-the-art gymnasium which houses 2 practice courts and 1 main court, and 7 locker rooms.Also included was 10 large classrooms and administrative offices and a full service concession stand.$14.0 million. Boca Raton Community High School,Boca Raton,FL —This project was designed as a replacement school to the existing campus.The site un n challenges included working on an active campus and incorporating the �0 existing science building into the secure courtyard prototype concept. $41.0 million. }. Fort Pierce High School,Fort Pierce,FL —This project was a replacement high school designed to accommodate 2,500 students. $74.0 million. Windermere Preparatory High School ® City of Aventura I RFQ#17-07-24-2 19 RL � Design and Build Services for Aventura Charter High School RODNEY CROCKETT, AIA, LEED AP Project Architect Background Mr. Crockett has over 30 years of experience in the architectural profession. His experience as project architect include numerous Educational projects including \ Miami Dade, Monroe, Palm Beach County, Lee County, Marion County, Martin County&Broward County Schools. Mr.Crockett is involved in all phases from preliminary programming and design to project close out, in addition to managing staff.The project scopes have ranged from $10M elementary classroom additions to replacement middle schools to$80M high school facilities. Mr. Crockett has excellent EDUCATION project management and design skills. Professional Degree in Architecture, Experience Florida Agricultural P and Mechanical Seminole Trails Elementary School,West Palm Beach,FL —The project includes a 53,190 University s.f. renovation and 452-student station addition. PGAL improved the school's congested pick-up and drop-off area by providing a larger loop, a 34-car parking area for pre- A.A.Architecture, kindergarten parents, and a turn-lane that eases traffic on the surrounding roadways.A Vincennes University rerouted storm drainage improvement plan solved the school's existing flooding issues. $23.0 million. REGISTRATIONS/ CERTIFICATIONS Windermere Preparatory High School,Windermere,FL — Provided architectural, interior AIA(American Institute design and engineering services for a new 2-story high school in a fast track design and of Architects) Certified construction timeframe.The projectwas 18,000 s.f. and included 14 large classrooms, LEED Accredited 6 small classrooms,2 teacher workrooms,a large multi-purpose space,administration Professional offices,conference room, and support spaces. Design/Build,$2.3 million. YEARS OF NBPS Global Wellness Center,Coconut Creek,FL —This project included a new 2-story, EXPERIENCE 46,000 s.f. building that provided new program space for the existing campus student 30 body. Elements of the building include a new state-of-the-art gymnasium which houses 2 practice courts and 1 main court, and 7 locker rooms.Also included was 10 large classrooms and administrative offices and a full service concession stand.$14.0 million. Santaluces High School Academy,Lantana,FL —This project involved the complete renovation of four areas to provide for fourAcademy programs within two existing buildings: Culinary Arts, Music,Visual Arts, and Early Childhood Learning. $4.5 million. AA Forest Park Elementary School,Boynton Beach,FL — Provided architectural design services for the 113,000 s.f.school modernization project.The moderminized facility will accommodate 798 student stations with core �1 I facilities holding 960 student stations. $26.0 million. Santaluces High School Academy ® City of Aventura I RFQ#17-07-24-2 20 RL � Design and Build Services for Aventura Charter High School i KARI BOTEK, RA, LEED AP LEED Administrator Background i Kari is a LEED-accredited professional and a strong proponent of sustainable design principles, and will manage this project's LEED Certification process. She is an Associate Principal with PGAL. Her 21 years of experience includes the coordination and development of a variety of educational projects. Kari is well- known for her strong management and open communication abilities and expertise with tight deadlines, permitting complications, and limited budgets. She is well-liked and respected by clients as well as her respective team members. EDUCATION M.M.Architecture, Experience University of Penns University is Aventura Elementary Charter School,Aventura,FL —Working with an extremely tight budget and schedule, PGAL quickly designed these two,2-story 13,000 s.f.elementary B.A. Design of the and middle school classroom additions. Located directly on the bay,the concept Environment, needed to address safety and security issues for students and a constricted site within University of which to build.The tilt wall buildings blend seamlessly with the existing school and are Pennsylvannia interlinked by covered walkways. $1.5 million. REGISTRATIONS/ Windermere Preparatory High School,Windermere,FL — Provided architectural, interior CERTIFICATIONS design and engineering services for a new 2-story high school in a fast track design and Registered Architect construction timeframe.The project was 18,000 s.f. and included 14 large classrooms, LEED Accredited 6 small classrooms,2 teacher workrooms,a large multi-purpose space,administration Professional offices,conference room, and support spaces. Design/Build,$2.3 million. YEARS OF NBPS Global Wellness Center,Coconut Creek,FL —This project included a new 2-story, EXPERIENCE 46,000 s.f. building that provided new program space for the existing campus student 21 body. Elements of the building include a new state-of-the-art gymnasium which houses 2 practice courts and 1 main court, and 7 locker rooms.Also included was 10 large classrooms and administrative offices and a full service concession stand.$14.0 million. Santaluces High School Academy,Lantana,FL —This project involved the complete renovation of four areas to provide for fourAcademy programs within two existing buildings: Culinary Arts, Music,Visual Arts, and Early Childhood Learning. $4.5 million. Forest Park Elementary School,Boynton Beach,FL — Provided architectural design services for the 113,000 s.f.school modernization project.The moderminized facility will accommodate 798 student stations with core facilities holding 960 student stations. $26.0 million. Aventura Elementary Charter School ® City of Aventura I RFQ#17-07-24-2 21 RL � Design and Build Services for Aventura Charter High School i i ANGELA GUTHRIE, LEED AP BD#C M Project Coordinator/Production Specialist Background Ms. Guthrie has over 18 years of experience in architecture in both North and South America. She has exceptional skills and experience in planning,detailing, designing and coordinating projects. Extremely proficient in AutoCAD and Revit, W among other software,she is responsible for the production of construction documents. EDUCATION Experience B.A.Architecture Seminole Trails Elementary School,West Palm Beach,FL —The project includes a 53,190 Ricardo Palma s.f. renovation and 452-student station addition. PGAL improved the school's congested University pick-up and drop-off area by providing a larger loop, a 34-car parking area for pre- kindergarten parents, and a turn-lane that eases traffic on the surrounding roadways.A REGISTRATIONS/ rerouted storm drainage improvement plan solved the school's existing flooding issues. CERTIFICATIONS $23.0 million. LEED Accredited Building Design Windermere Preparatory High School,Windermere,FL — Provided architectural, interior +Construction design and engineering services for a new 2-story high school in a fast track design and Professional construction timeframe.The project was 18,000 s.f. and included 14 large classrooms, YEARS OF 6 small classrooms,2 teacher workrooms,a large multi-purpose space,administration EXPERIENCE offices,conference room, and support spaces. Design/Build,$2.3 million. 18 NBPS Global Wellness Center,Coconut Creek,FL —This project included a new 2-story, 46,000 s.f. building that provided new program space for the existing campus student body. Elements of the building include a new state-of-the-art gymnasium which houses 2 practice courts and 1 main court, and 7 locker rooms.Also included was 10 large classrooms and administrative offices and a full service concession stand.$14.0 million. Santaluces High School Academy,Lantana,FL —This project involved the complete renovation of four areas to provide for fourAcademy programs within two existing buildings: Culinary Arts, Music,Visual Arts, and Early Childhood Learning. $4.5 million. Forest Park Elementary School,Boynton Beach,FL — Provided architectural design services for the 113,000 s.f.school modernization project.The moderminized facility will accommodate 798 student stations with core facilities holding 960 student stations. $26.0 million. 44 Santaluces High School Academy ® City of Aventura RFQ#17-ices for 22 Design and Build Services for Aventura Charter High School i BETH COWAN, NCIDQ Interior Designer Background Beth McKeown has been creating aesthetically appea lingspaces and is a dedicated and talented interior designer with over 17 years of experience. Her role in creating space planning packages allows her to co n nect textu res,color, lighting and other various design elements to create an enhanced vision. Beth's creativity links FF&E selection,space planning,construction documents, material finish selections and specifications to provide a basis for furnishing of interior spaces. Beth has worked on many educational,civic,food service and retail projects throughout her career. Beth EDUCATION takes pride in maintaining excellent client relationships and is a well-rounded "team B.F.A. Interior Design, player".She is well versed in all areas of interior design developing and detailing floors, Syracuse University walls,ceilings, and finish schedules. REGISTRATIONS/ CERTIFICATIONS Experience NCIDQ (National Treasure Coast High School,West Palm Beach,FL — 188,273 s.f., 1,314 S.S.School with Council for Interior decentralized administration. Key features of the school include 8 small learning Design) Certified communites;4 main academic buildings;classrooms integrating day-lighting pricinples, audio enhancements, Low VOC projects, and a career educaton component. YEARS OF $33.5 million. EXPERIENCE 17 Havert L.Fenn Center,Fort Pierce,FL —The 62,000 s.f.facility serves as a community recreation center for county residents the majority of the time,converting to an emergency special needs shelterforthe elderly during hurricane season and times of evacuation.The center which was built to withstand winds of up to 180mph, includes a triple gymnasium for NCAA sports competitions with seating for 2,000 spectators, headquarters offices for the Park and Recreation Department, and 4 large multi- purpose rooms. $12.6 million. z,- NBPS Global Wellness Center,Coconut Creek,FL —This project included a -�, new 2-story,46,000 s.f. buildingthat provided new program space for the existing campus student body. Elements of the building include a new state-of-the-art gymnasium which houses 2 practice courts and 1 main court,and 7 locker rooms.Also included was 10 large classrooms and administrative offices and a full service concession stand. $14.0 million. � d IIIIIIIIIIIIIIN ' S Boca Raton Community High School,Boca Raton,FL —This project was designed as a replacement school to the existing campus.The site i, challenges included working on an active campus and incorporating the �i existing science building into the secure courtyard prototype concept. $41.0 million. Boca Raton Community High School ® City of Aventura I RFQ#17-07-24-2 23 RL � Design and Build Services for Aventura Charter High School Kimley)))Horn MICHAEL F. SCHWARTZ, P.E. Project Manager Background As a senior project manager with 20 years of South Florida experience, Mike Schwartz is responsible forthe design, regulatory agency permitting,and management of a wide variety of engineering projects; planning,developing, and coordinating engineering documents; and performing drainage analysis,stormwater modeling, and construction observation. He has also been responsible for preliminary engineering on private land development projects, performance of traffic engineering analyses, and preparation of developments of regional impact(DRIB). Mike earned his EDUCATION Bachelor of Science in Civil Engineeringfrom the University of Florida. He is a member B.S. Civil Engineering, of the American Society of Civil Engineers(ASCE) and the Florida Engineering Society University of Florida (FES). He is also a registered Professional Engineer in Florida and works in Kimley- REGISTRATIONS/ Horn's Delray Beach office. CERTIFICATIONS Professional Engineer YEARS OF EXPERIENCE 20 Kimley)))Horn ERIC GREENE, P.E. Project Engineer Background Eric has 11 years of experience in civil engineering and related fields. He is experienced in a wide variety of site civil design services including site design, stormwater management,erosion and sedimentation control design and inspection,ADA accessibility, utilitysystems, agency permitting throughout the State of Florida, and construction phase services. He also has experience with all types of land development/site civil services for sports facilities,single-and multifamily residential,small and large commercial projects, university/college campuses, EDUCATION and hospital projects. Eric earned his Bachelor of Science in Civil Engineering from B.S. Civil Engineering, University of the Pacific. He is a registered Professional Engineer in Florida and works in University of the Kimley-Horn's Delray Beach office. Pacific YEARS OF EXPERIENCE 11 ® City of Aventura I RFQ#17-07-24-2 24 RL � Design and Build Services for Aventura Charter High School Kimley>>>Horn JULIO A. COLLIER, P.E. Project Engineer l Background Julio Collier has 12 years of experience in commercial and industrial land development and municipal projects from the entitlement stage through project closeout. His responsibilities have encompassed civil engineering services, including entitlements; preparation of site plans; paving,grading, and drainage; utility plans;erosion control plans;stormwater management design; offsite improvements;construction management; and project closeout.Julio earned his Bachelor of Science in Civil Engineering from Mississippi State University and is EDUCATION a member of the American Society of Civil Engineers(ASCE). He is also a registered B.S. Civil Engineering, Professional Engineer in Florida and works in Kimley-Horn's Coral Gables office. Mississippi State University YEARS OF EXPERIENCE 12 Kimley>>>Horn ADRIAN K. DABKOWSKI, P.E. Traffic Engineer Background Adrian has 15 years of traffic/transportation engineering experience related to transportation planning,traffic operations,corridor studies,toll road revenue studies, long-range transportation improvement plans,access management, and alternative intersection development.Additionally,Adrian has served as the traffic engineer for several projects in the Miami Design District.Adrian earned his Master of Civil Engineering from Florida International University and his Bachelor of Science in Civil Engineering Technology from Rochester Institute of Technology. He is a member EDUCATION of the Institute of Transportation Engineers(ITE) and is also a registered Professional M.S.Civil Engineering, Engineer in Florida.Adrian works in Kimley-Horn's Plantation office. Florida International University B.S. Civil Engineering Technology, Rochester Institute of Technology YEARS OF EXPERIENCE 15 ® City of Aventura I RFQ#17-07-24-2 25 RL � Design and Build Services for Aventura Charter High School Kimley>>>Horn TRICIA C. RICHTER, PLA, ASLA Landscape Architect Background Tricia Richter has more than four years of experience in landscape design,GIS analyses,construction document preparation,and in preparing presentation graphics. Her project experience includes public and private-sector experience, ranging from multifamily residential developments to municipal streetscapes and road area improvements.Tricia has experience in developing a pleasing visual environment, meaningful theme,distinctive image, and strong sense of place,while beingsensitive to the client's budget and long-term maintenance obligation.Tricia EDUCATION earned her Bachelor of Science in Landscape Architecture from the University of B.S. Landscape Florida. She is a member of the American Society of Landscape Architects(ASLA).Tricia Architecture, is a registered Professional Landscape Architect and works in Kimley-Horn's West Palm University of Florida Beach office. YEARS OF EXPERIENCE 4 Kimley>>>Horn BRADY J. WALKER Environmental Biologist Background Brady has 12 years of experience conducting endangered species surveys, delineating wetlands,designing wetland mitigation and restoration areas,and permitting projects throughout Florida and California. He has excavated more than 250 gopher tortoise burrows and successfully relocated over 125 gopher tortoises with the assistance of a backhoe. He has also permitted and conducted subsequent monitoring events to ensure the success of several mitigation areas(both creation and habitat enhancement) associated with commercial land development. In addition, he EDUCATION has worked on environmental assessments for several large PD&E studies in Florida, M.S.Sustainability, including Florida's Turnpike from Boynton to Lake Worth, Florida's Turnpike from Lake Harvard University Worth to Jupiter in Palm Beach County, and Lennard Road in St. Lucie County. Brady earned his Bachelor of Science in Biologyfrom Denison University and his Master of B.S. Biology, Arts in Sustainability from Harvard University. He is a memberof the Societyof Wetland Denison University Scientists. He is an Authorized Gopher Tortoise Agent and works in Kimley-Horn's YEARS OF Delray Beach office. EXPERIENCE 12 ® City of Aventura I RFQ#17-07-24-2 26 RL � Design and Build Services for Aventura Charter High School 1 ,I L CHARLES C. GABLEMAN, P.E., LEED AP RID President Background As President of JLRD, Inc., Mr.Gableman is a professional electrical engineer with over 26 total years of experience in the electrical industry. Continuing his technical education, he has attended BICSI telecommunications conferences, ' code analysis seminars,annual Agency for Healthcare Administration conferences, and various lighting systems and controls factory tours to keep current with the latest technologies. In 2003, he was one of the first engineers in South Florida to obtain the United States Green Building Council certification as a LEER Accredited Professional. EDUCATION Mr. Gableman has demonstrated experience in designing low voltage communications, B.S. Electrical telecommunications, and life safety systems. He specializes in electrical distribution Engineering from FAU systems, performing fault, load flow and coordination studies,aswell as UPS and REGISTRATIONS/ generator backed up systems. He frequently assists clients with investigative surveys, CERTIFICATIOMr- feasibility studies, programming, and project budgeting to define scope requirements LEED AP for a wide variety of projects. Providing sustainable,cost conscious engineering designs which meet the client's current objectives with flexibility for the future is his YEARS OF philosophical approach to every project. EXPERIENCE 26 J L MICHAEL P. LINDEN, P.E., LEED AP R j D Vice President Background - Mr. Linden is a professional mechanical engineer and Vice President with JLRD who has over 25 years of experience in the consulting engineering industry. Mr. Linden received his BSME in 1993 from the University of South Florida and joined JLRD shortly thereafter the same year. Mr. Linden earned his professional engineers license in 2002. He also has his United States Green Building Council certification as a LEED Accredited Professional. Mike has demonstrated expertise in designing HVAC systems for educational facilities(K-12),as well as higher education. In addition to the EDUCATION educational sector, Mike has performed as the Engineer of Record for projects involving B.S. Mechanical laboratory design,chiller and air handler change-out,commercial build outs and Engineering from USF hospital projectssuch as MRI's, linear accelerators and outpatient surgery centers. REGISTRATIONS/ In addition to his design capabilities, Mr. Linden also performs HVAC load calculations, CERTIFICATIOP energy audits and can assist clients with feasibility studies, HVAC Master Planning,and LEED AP project budgeting. YEARS OF EXPERIENCE 25 ® City of Aventura I RFQ#17-07-24-2 27 RL � Design and Build Services for Aventura Charter High School MARK B. JOHNSON, P.E., SECB Principal 1 Background Mark Johnson has more than 27 years of structural engineering experience in r' the design of all aspects of new and renovated structures including commercial, educational, multi-family housing, industrial, and mixed use facilities and has ALL, extensive experience in the design of both steel and concrete structures. Mark is responsible for all phases of structural design from schematic through project administration. He has managed the design of over 1,000 notable projects throughout the Southeast,with nineteen of these recognized by the Tilt-Up Concrete Association EDUCATION as award winning designs.As a resident of Boca Raton for over 21 years, he has raised B.S.Architectural/ his two children and contributed his services to his local community. Mark has been Structural Engineering, recognized by his peers with the"Engineer of the Year" award in 2010. He serves on University of Colorado various Boards, and as past President of the Florida Structural Engineering Association. REGISTRATIONS/ CERTIFICATIONS Structural Engineers Certification Board, 1243-0705 Florida Registered Professional Engineer, #51983 YEARS OF EXPERIENCE 27 ® City of Aventura I RFQ#17-07-24-2 28 RL � Design and Build Services for Aventura Charter High School B. CONSTRUCTION MANAGER Past Performance • t X r 4 JECT OWNER REPRESENTATIVE AVENTURA CHARTER ELEMENTARY & Eric Soroka City ofAve ntura MIDDLE SCHOOL 1900 West Country Club Dr. Aventura, FL Aventura, FL 33180 (305)466-8910 PROJECT DESCRIPTION esoroka@cityofaventura.com New addition of a two-story classroom building adjacent to the existing elementary school wing and another two-story classroom building addition PROJECT SIZE adjacent to the middle school wing on an occupied school campus.This 13,000 13,000 s.f. s.f. project required auger cast piles to be used for the middle school due to soil conditions and close proximity of seawall and water.To ensure this project was ORIGINAL COST completed on schedule,our team worked 10-16 hour days,7 days a week while $1..5 million school was in session. FINAL COST $1.5 million Meeting• '•• • • Classrooms INTIAL COMPLETION DATE • : • Public/Government. September 2009 • Educational ACTUAL COMPLETION DATE September 2009 SERVICES PROVIDED Design/Build KEY PERSONNEL INVOLVED - Ian Nestler Kari Botek Michael Kaufman Ben Baffer Carlos Teijeiro Michael P. Linden Mike Gagnon Don Scott ® City of Aventura I RFQ#17-07-24-2 29 RL � Design and Build Services for Aventura Charter High School Past Performance b rr� _ LU ur F071 jam,Lill OWNER REPRESENTATIVE FORT LAUDERDALE HIGH SCHOOL Greg Boardman School Board of Broward Fort Lauderdale, FL County PROJECT DESCRIPTION 1700 SW 14th Court Demolition of existing swimming pool(Bldgs. 15&16),tennis courts,and building Ft. Lauderdale, FL 33312 1,2,&3 and new construction of two 3-story buildings(one adminsistration and one (754)321-0550 classroom building), remodel of existing science building and new construction of gregory.boardman@ student drop-off and pick-up areas,and staff/visitor parking.The project included a browardschools.com new student parking area on west side of site.We also modified existing temporary bus loop to meet all applicable codes and statutes,includingADA requirements.This PROJECT SIZE 61,500 s.f. project also included the renovation of multiple buildings. ORIGINAL COST -Classrooms -Administrative Spaces -ADA Compliant $16.0 million Educational Public/Government . Rooms FINAL COST -New Construction $16.0 million INTIAL COMPLETION DATE May 2015 ACTUAL COMPLETION DATE May2015 i♦ _ SERVICES PROVIDED CM at Risk KEY PERSONNEL INVOLVED Michael Kaufman Sam Dogga rt Ben Baffer ® City of Aventura RFQ#17-ices f rAv 30 Design and Build Services for Aventura Charter High School Past Performance AM AW .s Aks. 'I TEED GOLD OWNER REPRESENTATIVE MIAMI DADE COLLEGE ACADEMIC SUPPORT Carlos Dougnac (Formerly with Miami Dade Miami, FL College) PROJECT DESCRIPTION University of Florida This new LEER Gold certified, 136,000 s.f.5-story building provides state-of-the-art 245 Gale Lemerand Drive facilities forthe School of Business, recruitment,international student services, P.O. Box 115050 advisement,career center,admissions and registration, bursar,and financial aid Gainesville, FL 32611-5050 services.Utilizing BIM,the project design incorporates the College's prototypical (352) 260-1829 learning environment planning principles.We provided a two-phase GMP(site and cdougnac@ufl.edu foundations packages and balance of building)to accommodate a requested early start due to funding deadlines.The team also developed an aggressive structural PROJECT SIZE 136,000 s.f. schedule allowing the project to top out in 16 weeks,four weeks ahead of schedule. ORIGINAL COST -Administrative Spaces • • Classrooms $25.0 million - New Construction -Site Infrastructure -Offices FINAL COST •ffices -Common Areas - LEED Gold $25.0 million -Site Clearing -Educational Facility INTIAL COMPLETION DATE December 2012 ACTUAL COMPLETION DATE r December 2012 SERVICES PROVIDED CM at Risk III �I a KEY PERSONNEL INVOLVED f - Michael Kaufman Ben Baffer Carlos Teijeiro ® City of Aventura RFQ#17-ices f rAv 31 Design and Build Services for Aventura Charter High School i, 1 -11 Past Performance OWNER REPRESENTATIVE MEYER ACADEMY Jerry Rappaport JCC of the Greater Palm Palm Beach Gardens,FL Beaches PROJECT DESCRIPTION 4803 PGA Boulevard New campusforthe established MeyerAcademy,a dayschool promoting Jewish Palm Beach Gardens, FL life and learning in addition to a stringent International Baccalaureate curriculum. 33418 The new school accommodates over 300 students in grades K-8.The new facilities (561) 689-7700 include a dedicated performing arts space;a 21st century multi-media center jerry@jerryrappaport.com featuring a television production area;a dedicated Beit Midrash forsacred learning and prayer;and classrooms equipped with advanced technologiesthatsupport PROJECT SIZE hands-on exploratory learning across all ages and subject matter. Recreational 68,000 s.f. facilities,including gym and pool,are shared with the adjacent Mandel JCC which ORIGINAL COST was also built by Kaufman Lynn Construction. $8.9 million • 'o• Classrooms FINAL COST Site Clearing - $8.9 million Site Infrastructure - New Construction - _ strooms Offices INTIAL COMPLETION DATE August2014 Administrative Spaces ACTUAL COMPLETION DATE August2014 _ SERVICES PROVIDED General Contracting a KEY PERSONNEL INVOLVED _ Michael Kaufman Q Sam Dogga rt ® City of Aventura I RFQ#17-07-24-2 32 RL � Design and Build Services for Aventura Charter High School Past Performance �f r � LEED SILVER OWNER REPRESENTATIVE ST. MARK'S EPISCOPAL EDUCATIONAL Ron McElhone St. Mark's Episcopal Church CENTER &School Palm Beach Gardens, FL 3395 Burns Road Palm Beach Gardens, FL PROJECT DESCRIPTION 33410 This project is a four-phased project for a private school,consisting of new (561) 622-0956 construction, renovation, remodel and additions.This project included the rmcelhone@stmarkspbg.org new construction of a LEED Silver certified gymnasium with locker rooms, and concessions. Project also included work on church offies, parish hall and PROJECT SIZE classrooms, replacement and renovation to classrooms,church,sanctuary,and 62,000 s.f. memorial garden,all while on an active/occupied campus keeping students, faculty and workers safe. Kaufman Lynn made sure to not disturb daily operations ORIGINAL COST to the school so that it remained open and fully operational. $14.0 million • '•• Classrooms FINAL COST $14.0 million Gymnasium -Administrative Spaces • • Budget • • INTIAL COMPLETION DATE New June 2016 _ ACTUAL COMPLETION DATE , June 2016 9_. --_—� SERVICES PROVIDED J"S__ __ F7 j, o T, CM at Risk off KEY PERSONNEL INVOLVED Michael Kaufman Ben Baffer \ " Sam Doggart -�- ® City of Aventura RFQ#17-ices f rAv 33 Design and Build Services for Aventura Charter High School Ability to Take on Additional Work CURRENT WORKLOAD AND STAFFING Kaufman Lynn's team was hand-picked not only for their ability to successfully complete your project but also becaue their current project's completion is right around the corner.This means that our team is ready to start working on the City ofAventura's Charter High School project effectively. Your project manager, Fernando Yepes is scheduled to complete his project,2020 Salzedo,early September.This is also true of Carlos Teijeiro,your superintendent,and Garrison Salters,your project engineer,which is perfect because we expect to start your building in October of this year. THE TEAM BEHIND THE TEAM With 126 full-time construction professionals, Kaufman Lynn Construction has the depth of resources to support the proposed project team.Yet,the company is still small enough to assure that everyone knows each other and peers collaborate with one another. Minimal layers assure that senior management is involved in all projects and decisions are made quickly. TEAM � . ERS AV;I A - " 4> TH SEPTEMBER 4 70 /1 0 11 Or17_"_ ENT(YRA 1 CUSED CHARTER HIGH SCHOOL ® City of Aventura I RFQ#17-07-24-2 34 RLDesign and Build Services for Aventura Charter High School Experience d Ability Over the course of hundreds of successfully completed projects,we have developed a clearly defined base-line level for quality- both in how we approach and manage the project and the final product.While established processes create the framework for our interactions, project managers and superintendents have the authority to make decisions in the field to address the myriad of variables that makeup a construction project.The senior management team is actively involved in every project and maintains direct communication that expedites critical decisions,making us more responsive to your needs. We have invested heavily in the industry's top talent,ensuring the successful completion of virtually every type and size of project, more importantly educational facilities such as your project.Additionally,we implement innovative control procedures such as Building Better Buildings,our industry leading building envelope quality control system that keeps the buildings water tight.The high level of enthusiasm that permeates our team translates into a willingness to go the extra mile for clients and respond with creativity and initiative to the challenges of each unique project. A. CONSTRUCTING SIMILAR PROJECTS For 28 years, Kaufman Lynn has been providing quality construction throughout Florida.We have successfully completed hundreds of K12, university and other public projects—dozens of which are nearly IDENTICAL to your multi-story,37,500 GSF Aventura Charter High School facility. It's worth noting that Kaufman Lynn,and the specific team proposed for your project, have extensive 1� =_sm experience in this projecttype including building the Aventura Charter Elementary School Addition project. Kaufman Lynn considers the construction of educational facilities as being one of its"core areas of expertise." Further, Kaufman Lynn is recognized statewide as being a leader in the on-time,on-budget delivery of this specific project- Aventura Chater Elementary School Addition type. Having built dozens of nearly identical High School,classroom, and gymnasium facilities,we are best suited to immediately assimilate with the Aventura Charter High School project team, including its key stakeholders,and to assess the various challenges that may be faced during this project's lifetime, and to bring real, pragmatic solutions "to the table"for consideration. In addition to our industry-leading knowledge of a wide variety of building types and construction methods, Kaufman Lynn brings a commitment to sustainable building practices and experience certifying projects through the LEED rating system.We are unqiuely qualified in that we know exactly which LEED criteria are best suited for your High School facility! We've achieved our success by adhering to four core principles: accurate pricing,dedication tojobsite safety, aggressive scheduling and exceptional quality.We then dedicate highly skilled people to tackle the challenges and find solutions unique to each project. Kaufman Lynn has the innovation,expertise and dedication to surpass the client's requirements and expectations. ® City of Aventura RFQ#17-ices f rAv 35 Design and Build Services for Aventura Charter High School Experience d Ability B. WORKING WITH GOVERNMENT CLIENTS AND THEIR STANDARDS AND PROCESSES Kaufman Lynn has successfully worked with the cities of Aventura, Boca Raton, Hollywood, Pembroke Pines, North Miami, and various other municipalities and government agencies.We fully understand the approval processes and the need for transparency and have even successfully implemented Direct Owner Purchase programs.We also know how important community outreach can be to municipalities and government clients,we have had outstanding efforts in the local labor outreach programs we've implemented on multiple projects.We will meet with the City to establish a goal and to meet or exceed that goal set forth.We will focus our efforts in looking at local subcontractors before extending our reach to outside subcontractors and laborers so that most of the City's money makes it back into the community. C. KNOWLEDGE AND APPLICATION OF CODES AND COMPLIANCE REQUIREMENTS Because the review process is critical in establishing the quality of the project,we involve our independent quality assurance/building envelope consultant in this process.Togetherwe review the drawings and specifications from all design disciplines and all consultants.This review focuses on final code and zoning solutions,appropriate systems distribution, materials selected and the building envelope. Though actual permits are issued after 100%construction documents,our team starts the permitting process long before then.We involve all authorities,such as Planning and Zoningstaff and Boards,the Building Official, Plan Reviewers and field inspectors, and the Fire Marshal during construction documentation. By familiarizing them with the project and receiving input early on,we can significantly reduce the time required for obtaining permits and avoid potential redesign.Our team is very familiar with the local permitting agencies and their processes.This allows us to adequately schedule for the permitting process from the beginning. INDEPENDENT QUALITY CONTROL REVIEWS As part of our"Building Better Buildings" Program,SG&P, , attendsjobsite meetings and is a part of all of our pre-installation meetings for major building components. Together we review installation procedures and the consultant acts as an additional set of eyes during preparation,application and installation of building components particularly those relatingtothe exterior envelope of the building. Our consultant reviews the contract documents as well as performs visual inspections on "in progress" installation procedures and again at final inspection to compliment our existing quality control methods and processes. He provides written reports with photographs that are reviewed by the on-site project team in addition to the project executive.The reports include corrective actions taken BUILDING BETTER BUILDINGS or employed from his observations and discussions with Kaufman Lynn Construction's"Building subcontractors and the superintendent.At the conclusion of Better Building" Program includes detailed the project we turn over a complete book to the owner with a inspections of the exterior building envelope leading to better indoor air full description of what issues were addressed to ensure them quality, lower maintenance and a longer of a superior building for years to come. life of the building. ® City of Aventura RFQ#17-ices f rAv 36 Design and Build Services for Aventura Charter High School Experience d Ability WARRANTY PERIOD SERVICES Kaufman Lynn Construction's project closeout does not end with the Certificate of Occupancy.We stand behind our work. Prior to the warranty expiration periods,our project manager sets up a walk through with the owner's staff to identify items in need of warranty repairs. In addition,due to our corporate philosophy of being an extension of our owners'staff and our desire for long term relationships, Kaufman Lynn Construction has a history of taking care of its clients and projects after the warranty period expires. u. txFLRILNCE WITH Cub i tSTIMATING AND CONTROL Kaufman Lynn oversees the distribution of plans to the proposers and conducts a pre-bid meeting. PGAL responds to Requests for Information (RFIs)through issuing addenda to the bid documents. Upon receipt of bids, Kaufman Lynn creates a bid tabulation for review with the City,and the team jointly evaluates bids for conformance to the agreed upon budget. Kaufman Lynn Construction is a true South Florida contractor.With headquarters in Boca Raton and offices in Ft. Lauderdale and Miami,we have been servingthe South Florida marketfor28years. South Florida remains our primary focus with over 90%of our work located in the tri-county area. Our longevity and volume of work in the market means that we truly understand the area and have built a significant network of quality subcontractors.The factthat we are actively biddingwork across multiple market sectors means that we are in constant contact with the subcontractor market and have current market pricing available.Our estimating team monitors commodities market trends through publications and subscriptions services so we can anticipate possible near future price escalations.We also get information directly from manufacturers forthe primary building commodities such as concrete,drywall,asphalt, metal studs and steel so we can provide the most accurate cost estimates. IN-HOUSE COST ESTIMATING AND BIDDING STAFF RESOURCES AND CAPABILITIES We have a 10-person in-house cost extimating team of senior estimators, line estimators and estimating coordinator. Our senior estimators have on average well over twenty years of experience.They are knowledgeable in all trades and have extensive subcontractor relationships in South Florida.The most important step in preparing a low bid that will result in a successful project is havingthe right subcontractors bid the project. Based on our experience and knowledge we know who to reach out to and invite to bid. Our goal is to have a minimum of five bids for every scope division.To accomplish this,we go through extensive outreach to generate market interest in the project.We then work with the individual trades one-on-one to assure that they understand the entire scope and don't miss anything on their bids.Working with the trades,we look for opportunities for possible substitutions or for potential gaps as we are working on the bid.We then submit RFI's during the bidding process to clarify any questionable items.This puts everybody on a level playing field and reduces the need for change orders after the award of the bid. E. COMPLETING PROJECTS ON TIME AND WITHIN BUDGET Kaufman Lynn has a 28-year track record of delivering a project either on time or early.We have never failed to deliver a project to an owner after the scheduled date of completion,with that being said we also have stayed within budget or under. For more on our scheduling and cost control please see section C. Design/Construction Ability. ® City of Aventura I RFQ#17-07-24-2 37 RL � Design and Build Services for Aventura Charter High School Experience d Ability F. BONDING CAPACITY NIELSON,WOJTOWICZ,NEU&ASSOCIATES A NIELSON HOOVER GROUP COMPANY July 13,2017 UJ Eric M.Soroka,City Manager wCity of Aventura W Government Center 0 14200 West Country Club Drive Aventura,FL 33180 Y RE: Kaufman Lynn Construction,Inc.;RFQ#17-24-2 Design and Building Services for iAventura Charter High School 0 Dear Mr.Soroka: 0 3 o This is to advise you that our office has been providing Bid,Performance,and Payment Bonds for Kaufman Lynn Construction, Inc. for the past 10 years. Their surety is Berkshire Hathaway Specialty Insurance Company which carries an A.M. Best Rating of A++(Superior)XV and is listed in the Department of the Treasury's Federal Register and is licensed in the State of Florida. V Z 'z Based upon normal and standard underwriting criteria at the time of the request,we should be in a position to provide Performance and Payment Bonds in the amount of$80,000,000 single job o limit and$250,000,000 aggregate work program. We obviously reserve the right to review final contractual documents, and bond forms prior to final commitment to issue bonds. We cannot assume liability to any third party,including you,if we do not execute said bonds. 0 Kaufman Lynn Construction, Inc.is an excellent contractor and we hold them in highest regard. z We feel extremely confident in our contractor and encourage you to offer them an opportunity to 0 w execute any upcoming projects. z } This letter is not an assumption of liability,nor is it a bid or performance and payment bond. It is Wissued only as a bonding reference requested by our respected client. If you should have any questions,please do not hesitate to give me a call. Lu z Sincerely, 0 Brett Rosenhaus z Producer BRljms a ST.PETERSBURG 1000 Central Avenue,Suite 200,St.Petersburg,FL 33705 P:727.209.1803 F:727.209.1335 ASHEVILLE 66 Elizabeth Place,Asheville,INC 28801 P:828.505.7431 www nielsonbonds.com ® City of Aventura RFQ -24-2 38 Design and Build Services ices f for Aventura Charter High School MICHAEL KAUFMAN, CGC RL President/Principal Background Mike Kaufman has been the company president since its inception in 1989 and built the company from the ground up. Mr. Kaufman has worked on and managed projects ranging from retail interiors and renovation projects to municipal and institutional complexes. Mr. Kaufman is responsible forthe daily management of all Kaufman Lynn business activities and management systems. Mr. Kaufman is a member of many construction industry related organizations including the Construction Association of South Florida, Florida Council on Public Private Partnerships,the EDUCATION Economic Counsel of Palm Beach County and the Florida East Coast Chapter of the B.S. Building Associated Builders and Contractors(ABC).As testament to his business acumen, Construction, Mike was a Finalistforthe prestigious Ernst and Young Entrepreneur of the Year University of Florida Florida Award in 2012,2013, and 2015. He was awarded the 2009 ExcaliburAward REGISTRATIONS/ - Palm Beach County Small Business Leader of the Year by the Sun Sentinel and a CERTIFICATIONS Lifetime Achievement Award and 2008 Ultimate CEO for Palm Beach County from the State of Florida South Florida Business Journal.Over the past five years, Kaufman Lynn Construction Certified General received 18 Craftsmanship Awards from the Construction Association of South Florida, Contractor, two Golden Eagle awards for Quality Construction from Associated Builders and Lic. #CGCO21732 Contractors and a national award from ENR magazine as a "Best of the Best"top projects in the United States for the restoration of the Freedom Tower. YEARS OF EXPERIENCE Experience 35 Aventura K-8 Charter School Classroom Addition,Aventura, FL —New addition of a two-story classroom building adjacent to the existing elementary school wing and another two-story classroom building addition adjacent to the middle school wing on an occupied school campus. Design-Build. $2.0 million. Ft. Lauderdale High School,Ft. Lauderdale, FL— Phased campus replacement. Demolish and new construction of two new 3-story buildings (one Administration Building 16,000 s.f., and one Classroom Building 36,000 s.f.). Remodel existing science building. Construction of a new parent drop off and pick up areas, and staff/visitor parking as well as a new student parking area on the west side of site. $16.0 million. St. Mark's Episcopal Church and School Remodel and Expansion, II II III Palm Beach Gardens, FL—Four-phase project consisting of site i� udiN,�„ development,50,000 s.f. of new construction (including offices and �11111classrooms) and 13,000 s.f. phased replacement and renovation. LEED Silver,CM at Risk, $14.0 million. Miami Dade College Academic Support Center,Miami, FL—New construction of a 136,000 s.f.,five-story building with state-of-the-art Aventura Charter Elementary facilities, using BIM. LEED Gold,CM at Risk, $25.0 million. Fast Track. School Addition ® City of Aventura I RFQ#17-07-24-2 39 RL � Design and Build Services for Aventura Charter High School BEN BAFFER, CGC, LEED AP RL Project Executive Background Ben Baffer has 29 years of construction experience including governmental, educational, retail and commercial facilities. His responsibility as senior project manager includes developing and maintaining the project schedule,coordinating with the Owner's representatives and architect, managing cost control and financial reporting,supervising field staff,design participation, bidding,contract negotiation, facilities inspection and coordination of preventative maintenance. EDUCATION Experience M.S. Building Aventura K-8 Charter School Classroom Addition,Aventura, FL —New addition of Construction, University of Florida another two-story classroom building adjacent to the existing elementary school wing and another two-story classroom building addition adjacent to the middle school wing on B.S. Building an occupied school campus.This 10,000 s.f. project required auger cast piles to be used Construction,Virginia for the middle school due to soil conditions and close proximity of seawall and water. Tech Design-Build.$2.0 million. REGISTRATIONS/ Temple Judea Margaux Early Childhood School,Coral Gables, FL — New construction CERTIFICATIONS of a 9,000 s.f.two-story classroom building, remodel of existing school, remodel of State of Florida existing library, and remodel of a portion of the executive staff offices. $3.8 million. Certified General Contractor, Lic. #CCon506925 Forest Hill Community High School, West Palm Beach, FL — Multi-phase replacement of 8 buildings, athletic fields,&parking on existing,occupied campus. $43.0 million. LEED Accredited Professional Ft. Lauderdale High School,Ft. Lauderdale, FL— Phased campus replacement. Demolish and new construction of two new 3-story buildings (one Administration YEARS OF Building 16,000 s.f., and one Classroom Building 36,000 s.f.). Remodel existing science EXPERIENCE building.Construction of a new parent drop off and pick up areas, and staff/visitor 29 parking as well as a new student parking area on the west side of site. $16.0 million. Hollywood Hills Elementary Cafeteria and Administration Building,Hollywood, FL —A phased campus replacement. $8.0 million. St. Mark's Episcopal Church and School Remodel and Expansion, • Palm Beach Gardens, FL—Four-phase project consisting of site development,50,000 s.f. of new construction (including offices and classrooms) and 13,000 s.f. phased replacement and renovation. LEED Silver,CM at Risk, $14.0 million. Miami Dade College Academic Support Center,Miami, FL—New construction of a 136,000 s.f.,five-story building with state-of-the-art facilities, using BIM. LEED Gold,CM at Risk, $25.0 million. Fast Track. Aventura Charter Elementary School Addition ® City of Aventura I RFQ#17-07-24-2 40 RL � Design and Build Services for Aventura Charter High School JEFF ZALKIN RL AO] Director 00 Background -- Jeff Zalkin has been involved in public sector projects for the past 19 years \ — primarily focused on educational and municipal facilities. He understands the nuances of K-12 facilities and will be a point person working with the PGAL during the preconstruction to endure the final product meets the City ofAventura's educational goals. EDUCATION Experience Norland Senior High School,Miami, FL— Replacement of most of the existing school Florida International M.B.A., with new construction of approximately 153,000 s.f. of buildings and a football field University with a running-track and field facilities, new parking lots, bus and parent drop-off areas.All work took place while the campus was fully occupied.$34.3 million. B.S., University of Florida Mast Academy,Miami, FL— New construction of a two-story classroom building on top of a new two-story parking garage on a tight and fully occupied school campus.The REGISTRATIONS/ project also included remodeling of the existing building. $19.5 million. CERTIFICATIONS LEED Accredited Cypress Bay High School, Weston, FL —The new school accommodates nearly 3,000 Professional students.With multiple building it features about classrooms, labs, performance stage, YEARS OF media,food service facilities, athletic fields, and outdoor amenities. $38.9 million. EXPERIENCE 19 Atlantic Community High School,Delray Beach, FL —386,800 s.f. new high school including two three story classroom buildings and one two-story classroom building. Additional building include an auditorium,cafeteria, media center, and gymnasium with locker rooms all situated around a common interior courtyard. $53.4 million. Boca Raton Community High School,Boca Raton, FL—A — �` three-phased replacement of the existing high school all _ _ constructed while existing school was in operation.Since the fields were to stay,the construction was sequenced to build a few buildings at a time to then transition the students into the new facility allowing the old buildings to be demolished and new buildings constructed in their place. $41.4 million. Galaxy Elementary School,Boynton Beach, FL—a new state-of-the-art elementary school that incorporated 21st Century learning into it.The project also included an interlocal agreement with the City to replace the adjacent City park.The new 2-story school has a capacity for 787 students in Pre-K to 5th grade.The project included a requirement for sustainable design and construction of a Nordland Senior High School USGBC LEED Silver facility, but received the highest level of LEED Platinum. $22.8 million. ® City of Aventura RFQ#17-ices f rAv 41 Design and Build Services for Aventura Charter High School FERNANDO YEPES RL Project Manager Background Fernando brings over 30 years of construction experience to the table. He has experience in municipal, higher education, K-12, and multifamily market sectors. His responsibility as project manager includes developing and maintaining the projectschedule,coordinating with the owner's representatives and architect, managing cost control and financial reporting,supervising field staff,design participation, bidding,contract negotiation,facilities inspection and coordination of YEARS OF preventative maintenance. EXPERIENCE 31 Experience Jan Mann Opportunity School,Opa-Locka, FL—General renovations of a school through the GO-Bond programs for MDCPS.Work includes demolition,general building work,earthwork,electrical, and paint&stucco. Miami Lakes Educational Center,Miami Lakes,FL—General renovations of a school through the GO-Bond programs for MDCPS. y4 Work includes demolition,general building work,earthwork,electrical, and paint&stucco. f Miami Springs Community Center,Miami Springs, FL—Design/Build projectforthe City of Miami Springs was a 35,000 s.f., multi-story,tilt- _ up buildingwith an adjacent parking lot.The building was designed &constructed to withstand category five hurricanes and to serve as g Y an disaster shelter to house the neighboring people.Additionally,the new community center was built with dual indoor basketball courts, an indoorjogging track, a black box style theater with grid lighting, Jan Mann Opportunity School a multipurpose room, a game room, an exercise room,and support offices. Miami Green Lab Center,Miami, FL—Restoration and renovation of the City of Miami's Fire Station No. 14, located in West Little Havana. ( ' This project included the transformation of the formerfirehouse into a community educational resource center that is focused on sustainable r living and green design and development.The new center includes a variety of sustainable features, including a rainwater collection system, F-` solar hot water heater, native landscaping,energy-efficient lighting,and Miami Lakes Educational Center r monitoring systems.The building offers functional rooms thatsupport the resource building's initiatives,such as a gallery for seminars and products, a computer lab,a kitchen,offices,and a lobby/sitting area. LEED Gold. Miami Lakes Educational Center ® City of Aventura I RFQ#17-07-24-2 42 RL � Design and Build Services for Aventura Charter High School CARLOS TEIJEIRO Superintendent Background Carlos has over 30 years of experience in the construction industry including CM at Risk and Design/Bid/Build of universities, public and private facilities. He continuously builds productive relationships with owners and subcontractors.As Superintendent, his duties include quality control oversight for all subcontractors, coordination of weekly safety meetings and monthly safety inspections,on-site coordination of subcontractor performance,communication and teamwork, preparation of two-week look ahead schedule and filing and journaling meeting EDUCATION minutes,job logs and daily reports. High School Degree and 3 Years of College Experience REGISTRATIONS/ Aventura K-8 Charter School Classroom Addition,Aventura, FL —New addition of CERTIFICATIONS a two-story classroom building adjacent to the existing elementary school wing and OSHA30-Hour another two-story classroom building addition adjacent to the middle school wing on an occupied school campus.This 10,000 s.f. project required auger cast piles to be used YEARS OF for the middle school due to soil conditions and close proximity of seawall and water. EXPERIENCE Design-Build. $2.0 million. 34 Miami Dade College Academic Support Center,Miami, FL—New construction of a 136,000 s.f.five-story building provides state-of-the-art facilities for recruitment, international student services, advisement,career center,admissions and registration, bursar,and financial aid services. Utilizing BIM,the project design incorporates the College's prototypical learning environment planning principles. Provided a two-phase GMP (site and foundations packages and balance of building) to accommodate a requested early start due to funding deadlines.The team also developed an aggressive structural schedule allowing the project to top out in 16 weeks,four weeks ahead of schedule. LEED Gold,CM at Risk, Fast Track, $25.0 million. Temple Beth Sholom- Phase I,Miami Beach, FL—Demolition of 12,126 s.f. and new construction and renovation of 20,393 s.f. including new chapel,youth center,and welcome center.All construction took place between existing Temple structures while keeping existing traffic lanes open. $9.5 million. Hialeah Gardens Elementary School,Hialeah,FL— Miramar Youth Enrichment Center,Miramar,FL—New construction - of three buildings totaling 19,500 square feet. Features include indoor gymnasium that has indoor basketball courts, boxing rings,tennis courts, meeting rooms and offices well as a concession area. $6.0 million. Aventura K-8 Charter School Classroom Addition ® City of Aventura I RFQ#17-07-24-2 43 RL � Design and Build Services for Aventura Charter High School GARRISON SALTERS RL Project Engineer Background Garrison is a results-oriented, hands-on construction professional with over years experience. He is well versed in the areas of construction safety,sustainable construction,electronic documentation and problem solving. He is responsible for the organization, process and distribution of project documentation, along with managing and tracking the order,shipment and delivery of all materials and equipment in keeping with project schedule.Also,Garrison is responsible for administration and review of RFI's,shop drawings, product data and samples EDUCATION assuring receipt and approval times such that project is not delayed. Further, he B.S.Construction handles all notice of commencement, notice to owner and lien waivers following Management, State of Florida regulations and monitors receipt adequacy, limits and renewals of Middle Tennesee State all certificates of insurance. Finally, as PE,Garrison will assist the project manager University with all cost management including schedule of values,trade and owner payment REGISTRATIONS/ applications,change management review and verification, and final payments aligning CERTIFICATIONS with responsibility forsubmitting all closeout documents identified in the project 10 Hours OSHA agreement and specifications. First-aid/CPR Experience Traffic Control Multiple Miami Dade Public Schools,Miami, FL— MDCPS 2014 General Obligation Technician Bond Program.These projects included renovations and additions. For each of these schools, provided were reviews and estimates at Pre-design,50%, 100%, YEARS OF and construction documents. In addition, provided a variety of GMP options with EXPERIENCE multiple value engineering items in each to reduce overall costs to meet the budget. 3 Every project was delivered under budget and ahead of schedule,with the M/WBE participation goals achieved. Miami Northwestern Senior High School,Miami, FL—iPrep classroom collaboration. Disney Epcot Project,Orlando, FL —The land sand filter tanks. Hilton Anatole Jade Water Park,Dallas, TX—Situated on a 3-acre park,this water park includes a 4-ft leisure pool, a bar area,eight cabanas,two 30-ft slides, a lazy river, and kiddie park.46 new pieces of art were also incorporated into the area. $20.0 million. Congress Self Storage Facility,Delray Beach, FL— New construction of a 6-story, 132,000 s.f.self storage facility. $9.2 million. KL Corporate Headquarters,Delray Beach, FL — New construction of Kaufman Lynn Construction's 3-story,23,000 s.f. headquarters office. $4.8 million. Multiple Miami Dade Public Schools ® City of Aventura RFQ#17-ices f rAv 44 Design and Build Services for Aventura Charter High School CONNIECASTILLO RL Project Accountant Background Connie has over 20 years of experience in the construction industry. She is a results-oriented accounting manager who establishes a cohesive working relationship with all levels of the organization.Connie has strong skills and experience in construction management accounting and direct owner purchase, including educational facilities,governmental,commercial, and also identifying both financial and operating needs in profit building and team building expertise. EDUCATION Experience Miami Dade Coral Park Senior High School,Miami, FL—The project adds 1,500 new student Community College stations in a 3-story, 170,000 s.f.state of the art facility which includes administrative YEARS OF offices,foodservice for the entire campus,technical labs, performing arts labs, and EXPERIENCE traditional classrooms. Design/Build,$51.0 million. 21 Miami Senior High School,Miami, FL—Phase I included 3 new classroom buildings, a 3-story parking garage (94,539 s.f./204 parking spaces),a new Central Energy Plant, and a new vocational auto shop on an active campus. Phase II shifted the students from the historical buildings into the newly constructed classrooms,allowingfor f a complete renovation of the historic buildings. Phase III consisted of overall site improvements. Lump Sum, Hard Bid,$55.0 million. Westland Hialeah Senior High School,Hialeah, FL —New construction of a Senior High School complex composed of multiple buildings, Enhanced Hurricane Protection Area (EHPA) and courtyards,to house 1,839 student stations in approx.322,000 s.f. Design/Build, $52.0 million. Miami Dade County Public Schools-Jorge Mas Canosa YY-1 Middle School,Miami, FL —The design and construction of a new middle Miami Senior High School school facility including3 buildings: a multi-story classroom wingwith a media center,a single story cafetorium/kitchen building, and an administration building. Design/Build,$24.0 million. Norman S. Edelcup Sunny Isles Beach K-8,Sunny Isles, FL— New construction of a multi-story K-8 facility designed to house 1,642 .:. . s. student stations on 2.1 acres in the City of Sunny Isles. Design/Build. r Key Biscayne K-8 Center,Key Biscayne, FL—This project consisted of the Design and Construction of a K-8 Middle School consisting of a 3 story,80,000 s.f. building.The majority of the ground floor is a parking garage.The remaining areas consist of educational spaces along with a Dining Facility. Design/Build. Coral Park Senior High School ® City of Aventura I RFQ#17-07-24-2 45 RL � Design and Build Services for Aventura Charter High School SAM DOGGART, CGC, LEEP AP RL Executive Vice President of Precon Background Sam has over 45 years of experience in educational, municipal, healthcare, commercial and institutional construction throughout Florida. He is known for building productive relationships with owners,architects,engineers and subcontractors,fully embracing the collaborative approach of construction management. His vast experience with complex building systems allow Sam to provide insightful alternatives to the design team, maximizing the available budget without compromising program or design.As EVP, Preconstruction he will manage the EDUCATION estimating department and will coordinate closely with the business development and Accounting and operations teams to assure continuity and accuracy of cost estimates and construction Business, budgets. St. Petersburg College REGISTRATIONS/ Experience CERTIFICATIONS East Lee County High School,Lehigh Acres, FL— 180,000 s.f. multi-storied new State of Florida high school built on a "wetland"site which included endangered species protection Certified General throughout construction. CM at Risk. $46.4 million. Contractor, Lic. #CGC061310 Miami Central Senior High School Additions, Remodeling,and Renovations,Miami, LEED Accredited FL—310,000 s.f. multi-storied, phased and comprehensive project consisting of gym, Professional media center,cafeteria,classrooms,chiller plant, and playfields, all keeping existing school operational.CM at Risk. $81.0 million. YEARS OF EXPERIENCE Heron Heights Elementary,Parkland, FL— 102,000 s.f., 1st new"GREEN" prototype 46 elementary school accommodating 960 student stations in grades Kindergarten through 5th. CM at Risk. $25.0 million. Holmes Elementary School(K-8),Miami, FL— 137,000 s.f., multi-storied demolition and replacement of elementaryschool made up of 8 separate and distinct buildings plus CEP and site amenities.CM at Risk. $18.0 milion. Temple Judea Margaux Early Childhood School,Coral Gables,FL — New construction of a 9,000 s.f.two-story classroom building, remodel of 00 existing school, remodel of existing library to repurpose as the youth %,"y It lounge, and remodel of a portion of the executive staff offices. $3.8 % F.41 million. -- Meyer Academy,Palm Beach Gardens, FL— New campus for the established Meyer Academy.The new school accommodates over 300 students in grades K-8.The new facilities include a dedicated performing arts space; a 21st century multi-media center featuring a television production area; and classrooms. $8.9 million. East Lee County High School ® City of Aventura RFQ#17-ices f Av 46 Design and Build Services forr Aventura Charter High School SG&P MIKE GAGNON, LEEPAP Constractioneering,Inc. Quality Control Consultant Background { Mike Gagnon has 36 years of experience building in South Florida.The construction value of the projects he has been involved with totals more than $1.2 billion. Mike Gagnon will work with the Kaufman Lynn Construction team beginning in the design and budgeting process. He helps review the construction details, products and systems prior to us bidding and providing the GMP to the owner. The benefit is that when we get to the GMP we are clear that the systems on the Construction plans are compatible with one another and in conformance with all the REGISTRATIONS/ current Building Codes required for the project. During construction, he is a part of our CERTIFICATIONS "Building Better Buildings" Program. He attendsjobsite meetings and is a part of all of Certified: our pre-installation meetings for major building components. He reviews installation Roofing Contractor procedures and acts as an additional set of eyes during preparation, application or Mechanical Contractor installation of key building components. He creates reports,complete with pictures,as Plumbing Contractor documentation of his efforts.The reports are reviewed by the on-site project team as Solar Contractor well as Mike Kaufman,our president. General Contractor DEP Storm Water Mangement Inspector Experience Aventura K-8 Charter School Classroom Addition,Aventura, FL —New addition of Licensed Building a two-story classroom building adjacent to the existing elementary school wing and Inspector another two-story classroom building addition adjacent to the middle school wing on LEED Accredited an occupied school campus.This 10,000 s.f. project required auger cast piles to be used Professional for the middle school due to soil conditions and close proximity of seawall and water. Design-Build.$2.0 million. YEARS OF EXPERIENCE Fort Lauderdale High School,FL Lauderdale,FL — Project included the demolition of the 36+ existing buildings,swimming pool,and tennis courts,and the new construction of a 3-story, 16,000 s.f. administration building and a 3-story,36,000 s.f.classroom building,as well as the construction of a science building. $16.0 million. St.Mark's Episcopal Church&School Staluppi Center,Palm Beach Gardens, FL — New construction of a 26,000 s.f. 2-story classroom building.This .d project was phase III of IV phases. It includes a full service kitchen, theatrical AV package,science labs,art rooms, music rooms,teacher lounge and restrooms. CM at Risk,$7.3 million. In iPrep Math Classrooms,Miami,FL—Conversion of traditional classroom space into modern learning environments of between 1,800 and 2,300 _ s.f.of contiguous space designed to support technology enhanced learning. Included select demolition, renovation and technology upgrades in five MDCPS. $0.4 million. Aventura K-8 Charter School Classroom Addition ® City of Aventura I RFQ#17-07-24-2 47 RL � Design and Build Services for Aventura Charter High School Don Scott DON SCOTT &Associates Safety Consultant "Building a Safer Workplace" Background Don Scott has extensive 38-year background in developing and administering safety programs.spent 33 years in the Florida state government, managing safety programs for large Florida state parks. During this time he was responsible for the development, implementation,and control of safety programs that would meet the Florida Department of Labor, Division of Safety requirements which are more stringent than OSHA in many respects. In December of 1998 he founded Don Scott &Associates Inc. a safety program development and management company at the EDUCATION request of several construction and landscape companies in the Stuart, Florida area. B.S. in Safety He has developed safety programs that meet or exceeded OSHA standards for several Engineering construction and landscape firms, regularly conducted safety training,work site safety hazard assessments, update client safety programs and conduct OSHA 10 and 30 hr. REGISTRATIONSprograms. Don has extensive experience with safety processes involving several types CERTIFICATIONSS of construction including Frame,Cast in Place Concrete, Masonry and Tilt wall.These OSHA 501 Certified programs involved all types of equipment safety from backhoes, loaders, bulldozers Trainer and large trucks, both multi axe[and tractor-trailer. OSHA 500 Certified Trainer Experience Safety Consultant Aventura K-8 Charter School Classroom Addition,Aventura, FL —New addition of #23821 a two-story classroom building adjacent to the existing elementary school wing and another two-story classroom building addition adjacent to the middle school wing on Licensed by the State an occupied school campus.This 10,000 s.f. project required auger cast piles to be used of Florida Department due to soil conditions&close proximity of seawall&water. Design/Build. $2.0 million. of Business Regulation to Conduct Continuing Fort Lauderdale High School,FL Lauderdale,FL — Project included the demolition of the Education Classes existing buildings,swimming pool,and tennis courts,and the new construction of a for the Construction 3-story, 16,000 s.f. administration building and a 3-story,36,000 s.f.classroom building,as Industry Licensing well as the construction of a science building. $16.0 million. Board.#2446494 YEARS OF Temple Judea Margaux Early Childhood School,Coral Gables,FL — New construction of a EXPERIENCE 9,000 s.f.two-story classroom building, remodel of existing school, remodel of existing 38+ library to repurpose as the youth lounge, and remodel of a portion of the executive staff offices.$3.8 million. St.Mark's Episcopal Church&School Staluppi Center,Palm Beach Gardens, FL — New construction of a 26,000 s.f. 2-story classroom building.This projectwas phase III of IV phases. It includes a full service kitchen, theatrical AV package,science labs,art rooms, music rooms,teacher lounge and restrooms. CM at Risk,$7.3 million. Aventura K-8 Charter School Classroom Addition ® City of Aventura I RFQ#17-07-24-2 48 RL � Design and Build Services for Aventura Charter High School C . DESIGN /CONSTRUCTION ABILITY Project Approach THE KUPGAL TEAM IS WELL VERSED IN THE SITE CONDITIONS OF THE AVENTURA CHATER HIGH SCHOOL. TOGETHER, WE HAVE WALKED THE SITE TO MAKE SURE WE FULLY UNDERSTAND THE SPECIFIC CHALLENGES AND ISSUES OF THE PROJECT LOCATION. vVork With Gulfstream ParK x To Ensure Safety Of Horses ��� " During Construction - - , r * t r t K Sensitivity To Surrounding Community Extensive dirt and debris has been dumped onto the Our construction and site utilization will take into site. One of the early tasks will include removal and account that there is an active park adjacent,that balancing of the site to its final elevation. must remain open and accessible. y i - Early in preconstruction,we will assess the soil It is our understanding that the basketball maybe conditions to determine the extent of remediation covered or a whole new gymnasium will be built in needed. It appears that preliminary testing either this location,should the funds allow.The KL/PGAL has,or is already being, conducted. team will be able to access viability early in the process. ® City of Aventura RFQ#17-ices f rAv 49 Design and Build Services for Aventura Charter High School L Project Approach Kaufman Lynn Construction and PGAL (KL/PGAL) understand the desire to have a proficient, cohesive team,that works well together,to provide the City of Aventura with a superior High School within budget and delivered on time. FHEY CITY OF AVENTURA, KAUFMAN LYNN CONSTRUCTION, AND PGAL HAVE ALREADY BEEN ESTABLISHED AS A PROVEN TEAM. TOGETHER, WE'VE DESIGNED AND BUILT THE MOST RECENT TWO-STORY ADDITION AT THE AVENTURA CHARTER ELEMENTARY SCHOOL -b, �r ars Kaufman Lynn and PGAL are well versed in delivering projects as a cohesive team,even from the very start of the design phase. Because of this experience and familiarity between the firms,we have organized the personnel and management to maximize the benefits that can be achieved for the City of Aventura.We have leadership from PGAL to focus and manage the design process and leadership from Kaufman Lynn to manage the preconstruction and construction services.We will also oversee the document the community, minority, and local outreach program to ensure maximum benefit to the businesses and residents of the City of Aventura. MANAGEMENT OF PERSONNEL We strongly believe that through the establishment of trust and open communication,development of collaboration, consistent use of high-technology, and application of sustainable practices, our team will facilitate an atmosphere to view things from one another's perspectives. In turn,the entire team will be motivated by project"ownership" and inspired to find the best solutions. KL/PGAL will provide the leadership necessary to get everyone functioning as a team and taking ownership of the project just as you do.We seek to build a team that will ensure that all team members perform at their best in a trust-based atmosphere. WE WILL UTILIZE THE SAME TEAM MEMBERS THAT WERE INVOLVED IN THE SUCCESSFUL DELIVERY OF THE AVENTURA CHARTER ELEMENTARY SCHOOL. o U ME On Michael Kaufman Ben Baffer Carlos Teijeiro Flan Nestler Kari Botek Our management philosophy engages all team members to obtain the best performance from each individual.We then combines those individual performances into a collaborative team,far superior to any individual effort.As a team,we know that communication and teamwork are paramount to a successful project. City of Aventura I RFQ#17-07-24-2 50 RL � M � Design and Build Services for Aventura Charter High School Project Approach With those objectives in mind,communication will come in many forms including: • Formal Written Communication Of Submittals, RFI's,Scheduling, Budgets,And General Communication •Standing Owner/Architect/Contractor Meetings, User Group Update Meetings, Building Information Modeling(Bim) Meetings,And Subcontractor Coordination Meetings • Daily Interaction Of Our Highly Qualified Team With The Facility Managers And Project Stakeholders METHODS TO ENSURE QUALITY SERVICE During the design stage,our Team maintains quality control from day one by being a fully integrated design and build team.While PGAL is beginning the design, Kaufman Lynn is constantly reviewing the drawings and specifications throughout their development and paying close attention to the areas where problems could occur. It then continues through the solicitation and review of bids and award of subcontracts.We work together with your staff to ensure all City of Aventura standards are incorporated into the design and construction of the facility to guarantee a quality product that works as intended. _ WE UTILIZE MOCK-UPS PRIOR TO CONSTRUCTION H {- IN ORDER TO MAKE SURE THAT PGAL'S VISION 1 IS ACHIEVED AND THE QUALITY LEVEL EXCEED THE CITY OF AVENTURA'S EXPECTATIONS. We employ a superior level of attention to detail during construction as well.We are continually reviewing the plans with PGAL and looking for better ways to do things. Because the KL/PGAL is well experienced in the design and construction of educational facilities,we completely understand what makes a project like yours successful. As construction comes to a close and the City of Aventura is lookingforward to taking possession of the building, the overall quality control processes,the attention to detail and our own quality punch out process comes to the forefront.The result is less overall time required by the KL/PGAL team,facilities and faculty departments to achieve the qualityyou are lookingfor. EVOLVING THE DESIGN TO MEETYOUR GOALS The KL/PGAL team takes a "client-first" approach to all of our projects and we are focused on makingsure this project works for the City of Aventura for decades to come.We listen closely to make sure we fully understand the scope,the budget, and your wants in addition to your needs.Then we work with your City staff and stakeholders to develop successful designs to meet your project's goals and objectives. ® City of Aventura RFQ#17-ices f rAv 51 Design and Build Services for Aventura Charter High School L Project Approach The following is a highlight of the design phase and how a proven KL/PGAL team will make a difference: PROGRAMMING/BUDGET VERIFICATION • Meet with your staff to learn about the specific program requirements of the project. KEY DIFFERENTIATING FACTOR: THIS STEP WILL INCLUDE KEY PERSONNEL FROM PGAL AND KAUFMAN LYNN, TO ENSURE THAT BOTH THE DESIGNERS AND CONSTRUCTERS UNDERSTAND YOUR GOALS AND REQUIRMENTS. • Review the proposed budget to verify that the allotted dollars are sufficient. If not, make recommendations for reducing costs while preserving overall objectives. • If a detailed program has not been developed, hold a programming meeting with key stakeholders. Discuss required spaces, individual preferences, priority of program spaces, activities, adjacencies, images, and character. CONCEPTUAL DESIGN Using information gathered during programming,we develop a design concept using bubble diagrams and other rudimentary drawings. Simultaneously, our civil engineering consultants begin to analyze site preparation needs, our structural and MEP engineers begin to study building system options (if required),and our landscape architecture consultant begins constructing a theme to build upon. SCHEMATIC DESIGN •After the Conceptual Design is approved,we further develop the structural, mechanical,electrical and/or plumbing systems, along with the landscape architecture, including placement of site furnishings.We prepare project drawings for client reference,which will include site plans,floor plans, building sections,and many other drawings and views. • Kaufman Lynn will be working at this stage to develop benchmark project cost estimate and a construction schedule based on the actual design parameters. • Meet with the City of Aventura for Schematic Design review comments and approval. •Submit design to Planning Department for preliminary review and feedback. DESIGN DEVELOPMENT • Refine the client-approved Schematic Design. Include structural, mechanical,electrical and landscape systems, as required. • Update project cost estimate and schedule. •Submit a set of Design Development documents that include plans, elevations,typical building sections, and the opinion of probable cost. This package will be carefully reviewed with city departments and the members of the design committee. •When all design considerations are agreed upon and clear cost analysis determined, prepare a PowerPoint presentation to show at any public meetings and review boards that may be required. • Recommend the client begin the process of selecting a construction manager or begin the prequalification of General Contractors who will be allowed to bid the work once completed (if not already selected). ® City of Aventura I RFQ#17-07-24-2 52 RL � Design and Build Services for Aventura Charter High School Project Approach A HIGH SCHOOL HAS VARIED SPACES AND WE WILL FOCUS OUR DESIGN AND CONSTRUCTION ON EACH SPACE TO MAXIMIZE ITS FUNCTION. 'm■R - - CONSTRUCTION DOCUMENTS • Prepare the"working drawings," i.e.,the necessary documents for permit, bidding, and construction. • Update cost estimate when working drawings are at 65%and 95%completion with the final estimate being the Guaranteed Maximum Price (GMP). DRAWINGS AND RENDERINGS ARE PREPARED IN REVIT. BOTH PGAL AND KL BOTH UTILIZE BUILDING INFORMATION MODELING (BIM) TO REDUCE RFIS AND COSTLY TIME DELAYS AND REVISIONS DURING THE CONSTRUCTION PHASE AND IMPROVE LONG TERM BUILDING PERFORMANCE. WE WILL ELIMINATE CONFLICTS PRIOR TO CONSTRUCTION SPEEDING UP CONSTRUCTION AND SAVING MONEY BUDGET DEVELOPMENT: STRETCHING EACH DOLLAR The first budget/estimate will be based on schematic plans and early specifications. Some critical subcontractor input and a complete quantitative analysis with graphical take-off would be included at this point.Assumptions will be made and allowances established for items undetermined in order to have a complete budget at this phase of design. Based on overall cost at this point,the introduction of Value Management options would come into play to ensure that the target budget is not exceeded. As PGAL evolves the drawings during the design development phase KL will involve a larger complement of subcontractor input as we work towards a tighter cost parameter and begin identifying contingencies necessary within the project cost.And as more information is now available,the need for assumptions and allowances reduces. A gap analysis is done at this point to assure as best possible that no "holes"or"overlaps"are evident in the estimated amount and a complete review of Value Management options is conducted to adjust cost to within the target amount. Wish list items are also discussed for possible inclusion as the budget permits. City of Aventura I RFQ#17-07-24-2 53 RL � M � Design and Build Services for Aventura Charter High School Project Approach 04-000 MASONRVm DETAILED ESTIMATING IS IMPORTANT EARLY WHICH 312.262 1 312.262 s IS WHY WE PROVIDE COST DETAILS EARLY ON IN THE PROCESS. 11 151 111i1111i 1111,,IFIIIIIIIIIIIIII&IIIIIII,IilI 120.141 1 ('..8.3) 1- 3.15 PROVIDING THE SAME PRODUCT FOR ABETTER PRICE Kaufnnan Lvnn is unique inthe constructionvvorid inthatvvefirnniybelieve thatVaiue Engineeringis not scope red uction.We use Vaiue Enginee ringtooptinnizethe aiiocation of rojected funds(the budget)vvithoutred ucingthe quaUtyofa pr ject.VVevviiifind nnoreeco nonnicai butequaiorbetter optionsthat nennainsconsistentwith the p roject tea m's vision and Ufecyde Unnits. LIFE CYCLE COST AND PERFORMANCE ANALYSIS Both PGALand Kaufnnan Lvnn utiiizesthe life cycle cost and perfornnanceofvarious key connponentsin onderto providethe best o pe rati ng fu nctio n and cost to the City of Aventu ra. Life Cycle Cost and PerfornnanceAnaiysisis an integra[ part of the va[ue management process, providing an assessment of costs associated with each of the various options under consideration.The life cyc[e cost for the Aventura Charter High Schoo[is the total economic cost of owning and operating the faciUty. Life cyciecosts can be applied to any component ofthe faciiity, butgeneraiiy focuses onthe systems noted in the piunnbing' nnechanicai and eiectricai pians and specifications. Aconnpiete life cycle cost anaiysisvviii not oniytake into account the initiaicosts ofequipment, materials and installation, but a[so the cost of the future re-installations in present do[[ars.This is an important point of c[arification; ifequipment for example must be replaced every ten years,the costs ofinflation that vviiitake piace between now and the iast replacement needs be considered inthe true-life cycle cost ofthe product orsystem. Utilizing our in-house multidisciplinary estimating capabilities, Kaufman Lynn will guide the project team in making informed decisions in the evaivationofall options brought tothe table. utvof/wontu,a|RFo#17-o7'z4'z | M | 54 Project Approach COMPREHENSIVE SCHEDULING YOUR CHARTER HIGH SCHOOL MUST BE READY TO GO FOR STUDENTS IN AUGUST OF 2018, BUT AS IMPORTANTLY NEEDS TO BE DONE IN .TUNE 2018 IN ORDER TO ALLOW FOR THE SMOOTH TRANSITION OF YOUR STAFF AND FACULTY.WE WILL MEET THIS SCHEDULE AND HAVE A PROVEN TRACK RECORD OF DELIVERING THE PROJECTS EARLY. One advantage of having a team that has worked well together like Kaufman Lynn and PGAL is that we will create one comprehensive project schedule including all design, permitting, and construction activities. This"Global View" of scheduling ensures the project remains on-time from day one and eliminates potential delays due to gaps in the responsibilities of various aspects of the early project development. To ensure an accurate scheduling process for all shop drawings and `�— _e submittals,we create a comprehensive procurement schedule as a primary section to our overall Critical CPM schedule. Each submittai : _. and scheduling activity is clearly identified with early start, late start, early finish and it is distributed to our project subcontractors -- - — and suppliers. Prior to commencement of construction,we create a comprehensive shop drawing/submittal log with our project PROC13PJE management software, Procore. Iml This log is updated daily and reviewed at all weekly subcontractor and owner meetings.The status section of this log alerts all parties responsible for the next step in the submittal/shop drawing process and provides them with a deadline that is derived directly from the critical path schedule.We require each subcontractor and supplier to submit a detailed schedule including procurement of materials with long lead times to conform to our overall project schedule. MAKING A DIFFERENCE DURING CONSTRUCTION We have outlined how the KL/PGAL team will work effectively together to design, price,and schedule your project but now want to highlight how the team will implement that plan during construction. CONSTRUCTION COST CONTRCI Accurate cost control for construction projects can be summed up in one key word, "continuity."Continuity requires effectively communicating how the estimate was developed to the people who are responsible for the development of job cost reporting. This is accomplished through open lines of communication and established accurate and highly detailed cost coding that both the Project Manager and Superintendent understand and implement. The Project Manager and Superintendent are responsible for accurately cost coding all invoices and subcontractor requisitions.Through Timberline Accounting software,our accounting department then inputs this information along with project payroll and incidentals to create the Job Cost Report and Job Transaction Report.These reports are then published on a weekly basis for review by the team. ® City of Aventura I RFQ#17-07-24-2 55 RL � Design and Build Services for Aventura Charter High School Project Approach (�ns�a e\r-1 FOR FULL TRANSPARENCY, WE PROVIDE ACCOUNTING AND SIMPLE �r r TO READ JOBSITE MANPOWER REPORTS WITH FULL BACK UP DOCUMENTING OUR TEAM'S HOURS WORKED, BILL RATES AND F`► LABOR BURDEN RATES. IN ADDITION, WE SUPPLY DETAILED "UNBOUGHT SCOPE" LOGS (BUYOUT SAVINGS) THAT TRACK MONEY SAVED DURING SUBCONTRACTOR/SUPPLIER BUYOUT FOR FULL KNOWLEDGE AND TRANSPARENCY ON SAVINGS SINCE SUBMITTING OUR GUARANTEED MAXIMUM PRICE. OUR EFFORTS TO "GO THE EXTRA MILE" TO ENSURE COMPLIANCE WITH ALL STATE MANDATES AND BEYOND PROVIDED GREAT SECURITY FOR ALL OUR OWNERS. BOTTOM LINE What sets the KL/PGAL team apart? It's simple. We make your goals, our goals.We will clearly discuss and understand the project requirements (scope/price/schedule) to ensure that our next steps and actions all drive towards reaching the established goals. This is a process that has allowed us to successfully deliver the Aventura Charter and Elementary School already, and it is the same process that we will follow on the Aventura Charter High School again. YOUR GOALS OUR GOALS ® City of Aventura I RFQ#17-07-24-2 56 RL � Design and Build Services for Aventura Charter High School D. TIMETABLE Project Schedule Both Kaufman Lynn and PGAL have long histories of designing and building educational facilities and understand the importance of your new Charter High School opening up for the start of the school year in 2019. Kaufman Lynn has a 100%success record in completing construction on-time for all our educational projects in the history of the firm. We are assuming approval of the selection around the October Commission meeting for a Notice To Proceed (NTP) for design.The KL/PGAL team commits to making sure the school is completed 60 days prior to the start of the school year which typically is the beginning of the 3rd week in August. KL/PGAL even commits to this schedule should the anticipated start and approval of the team extends longer than anticipated due our proven teamwork together.We can make this commitment due to our proven teamwork approach is that we are proactive problem solvers and can use many different methods in order to keep the project on schedule if needed such as an early release site and foundation package should the timeline warrant it. We have provided a separate duration for the Gymnasium in order to make sure it is accounted for should the desire to provide a completely enclosed gymnasium as opposed to a covered shelter for the basketball courts.We have also started this construction in August allowing for the park basketball court to be used during the summer of 2018. Our plan provides some important features that will make a difference in designing and building a High School for Aventura that will be effective for decades to come. Some highlights are as follows: •Anticipated Award An Commission Approval: October 3,2017 Commission Meeting •Collaborative Design Process With Design Charrettes And City Reviews: Multiple •Complete Early Site Analysis To Ensure Site Remediation Does Not Delay Schedule •Allocate Adequate Time For Site And Building Permitting •Site Mobilization: June 2018 • High School Construction: 12 Month Construction •Gymnasium Construction: 10 Month Construction •City Occupancy In Early June 2019 PROVEN PERFORMANCE: P ' 'PA �� CGS FIp oli{i - I .- 11�iyWil 100% ON-TIME DELIVERY! ® City of Aventura I RFQ ices f 57 Design and Build Services forAventura Aventura Charter High School o - � ao ova Nk o A m a `� = I m _ ov C3 2 d N c z v c c _ o v - O o ¢ E co - - m m n c � m '----------Ti---------m----U---3 2 ___----o__ y 4 4 w m U U a - = c mc; c rn ' - o -----------------------------------------------------------------------v_ ---------- -- - ----- --- ------------ c� c a f/J _____________________________________________________________ ---------______ ----------------------------- O � o I 10 c s - { o rn V ¢ Ul c ' a) a ¢ E v v 61 T m ---- E v u� � �� ■� Sd'� V/ V o a c� N lo - > > qm � 1 1v > > A� r m ��2 m m v � U R 1 3 C N j 1 N Q � U N N j�U • o.5 !Y 1 10 10 • m ¢ - 10T 10 oo 6 a 6 - - m • o o N �' c3 ¢ • ¢ a o o in m' N in m' in in _ � rn m .� y E 71) 'z�,rFi, V V V V V V V V V o 0 0 0 • v VO v V • �7 9 � � � � � � � � � � � � • v v v v � 0 0 0 o I y O a � E . REFERENCES L References INTEGRITY. INGENUITY. INITIATIVE. That's what you can expect from Kaufman Lynn and PGAL. Our approach is about more than designing and building high quality projects,it is focused on building long-lasting relationships with our clients through partnership, collaboration,and advocacy. Below is a brief list of references for similar projects that speak to our knowledge, experience, and the teamwork approach we bring to succeed on each project. Kaufman Kaufman Lynn PGAI Aventura Charter School Windmere Prepatory $1.5 million Ft Lauderdale High School High School 1 Eric Soroka $16 million $2.4 million Greg Boardman City of Aventura (754) 321-0550 John McCall (305) 466-8910 (407) 340-9796 Boca Raton Miami Dade College North Broward Downtown Library Academic Support Center Preparatory School 2 $10 million $25 million $14 million MichaelWoika Carlos Dougnac John Lehman City of Boca Raton (352) 260-1829 (954) 247-0011 (561) 393-7703 JM Family Main Meyer Academy Santaluces High School Campus Expansion 3 $115 million $8.9 million $4.6 million Rick Jordon Jerry Rappaport Glenn Ambruster R (9 is Jorde 45 (561) 689-7700 (561) 882-1918 St. Mark's Episcopal Boca Raton Community Education Center High School 4 $14 million $41.2 million Ron McElhone Kristin Garrison (561) 622-0956 (561)434-8000 Florida Atlantic University Plantation High School Health &Wellness Center Phased Renovations 5 $2.3 million $5.6 million Azita Dashtaki Dotiwala Leo Bobadilla (561) 297-0425 (754) 321-2617 ® City of Aventura I RFQ#17-07-24-2 59 RLDesign and Build Services for Aventura Charter High School F. SUBMITTAL OF AIA FORMS PART I — CONTRACT-SPECIFIC QUALIFICATIONS A. CONTRACT INFORMATION 1.TITLE AND LOCATION(City and State) Design and Build Aventura High School 2.PUBLIC NOTICE DATE 3.SOLICITATION OR PROJECT NUMBER June 21,2017 RFQ#17-07-24-2 B.ARCHITECT—ENGINEER POINT OF CONTACT 4.NAME AND TITLE Ian A.Nestler,AIA,Principal 5.NAME OF FIRM Pierce Goodwin Alexander and Linville, Inc. (PGAL) 6.TELEPHONE NUMBER 7.FAX NUMBER 8.E-MAIL ADDRESS 561.988.4002 561.988.3002 inestler@pgal.com C. PROPOSED TEAM (Complete this section for the prime contractor and all key subcontractors.) (CHECK) W W z o 9. FIRM NAME 10.ADDRESS 11. ROLE IN THIS ? m CONTRACT a a a a. PGAL 791 Park of Commerce Blvd., Suite Architecture and Interior ✓ Q CHECK IF BRANCH OFFICE 400 Boca Raton, FL 33487 Design Johnson Structural Group 3500 NW Boca Raton Blvd., Suite 618 b. ✓ Structural Engineer ❑ CHECK IF BRANCH OFFICE Boca Raton, FL 33431 1615 S Congress Ave., Suite 201 Civil Engineer, Landscape C. ✓ Kimley Horn &Associates Delray Beach, FL 33445 Architect, Traffic Engineer, Q CHECK IF BRANCH OFFICE Environmental Engineer JLRD 1450 Centrepark Blvd., Suite 350 d. ✓ West Palm BEach, FL 33401 MEP/FP/IT/Security Q CHECK IF BRANCH OFFICE e ❑ CHECK IF BRANCH OFFICE f. ❑ CHECK IF BRANCH OFFICE 9• Q CHECK IF BRANCH OFFICE h. Q CHECK IF BRANCH OFFICE 60 PGAL.COM D. ORGANIZATIONAL CHART OF PROPOSED TEAM OF AVEC Design Team Construction IAN NESTLER MICHAEL KAUFMAN Principal Designer JEFF ZALKIN President/Principal SAMUELFERRERI Director BEN BAFFER Project Manager Project Executive RODNETCROCKETT KARIBOTEK FERNANDOYEPES CARLOSTEIJEIRO SAMDOGGART Project Architect LEEDAdministrator EVP ofPrecon Project Manager Superintendent ANGELA GUTHRIE BETH COWAN + MIKE GAGNON Project Coordinator/ Interior Designer Quality Control Production Specialist Consultant DON SCOTT Safety Consultant GARRISON SALTERS CONNIECASTILLO Project Engineer Project Accountant CHARLES GABLEMAN MICHAEL SCHWARTZ ERIC GREENE MARK JOHNSON President Project Manager Project Engineer Principal MICHAEL LINDEN JULIO COLLIER ADRIAN DABKOWSKI Vice President Project Engineer Traffic Engineer TRICIARICHTER BRADYWALKER Landscape Architect Environmental 61 STANDARD Biologist FORM 330 E. RESUMES OF •NNEL PROPOSED FOR THIS CONTRACT (Complete one Section E for each key person.) 12.NAME 13.ROLE IN THIS CONTRACT 14.YEARS EXPERIENCE Ian Nestler,AIA, LEED AP Principal In Charge a. b.WITH CURRENT FIRM TOTAL 15.FIRM NAMEAND LOCATION(Cityand State) PGAL, Boca Raton, FL 16. EDUCATION(DEGREE AND SPECIALIZATION) 17.CURRENT PROFESSIONAL REGISTRATION (STATEAND Master of Architecture, Harvard University DISCIPLINE) Bachelor of Architecture, University of Southern California FL Architect#94498 18.OTHER PROFESSIONAL QUALIFICATIONS(Publications,Organizations, Training,Awards,etc.) American Institute of Architecture; LEED AP 19. RELEVANT PROJECTS (1)TITLE AND LOCATION(Cityand State) (2)YEAR COMPLETED Aventura Elementary Charter School,Aventura FL PROFESSIONAL CONSTRUCTION(Ifapplicable) SERVICES 2003 2002 (3)BRIEF DESCRIPTION(Briefscope,size,cost,etc.)AND SPECIFIC ROLE Q Check if project performed with current firm a. Working with an extremely tight budget and schedule, PGAL quickly designed these two 2-story 13,000 sf elementary and middle school classroom additions. Located directly on the bay, the concept needed to address safety and security issues for students and a constricted site within which to build. The tilt wall buildings blend seamlessly with the existing school and are interlinked by covered walkways. $1,500,000.00/Principal In Charge (1)TITLE AND LOCATION(Cityand State) (2)YEAR COMPLETED Windermere Preparatory High School, Windermere, FL PROFESSIONAL CONSTRUCTION(Ifapplicable) SERVICES 2012 2011 b (3)BRIEF DESCRIPTION(Briefscope,size,cost,etc.)AND SPECIFIC ROLE Q Check if project performed with current firm PGAL provided architectural, interior design and engineering services for a new 2 story high school in a fast track design and construction timeframe. The new high school is 18,000 sf and includes 14 large classrooms, 6 small classrooms, 2 teacher workrooms, a large multi-purpose space, administration offices, conference room and support spaces. The project was completed in a design build delivery method. $2,300,000/Principal In Charge (1)TITLE AND LOCATION(Cityand State) (2)YEAR COMPLETED NBPS Global Wellness Center, Coconut Creek, FL PROFESSIONAL CONSTRUCTION(Ifapplicable) SERVICES 2017 2015 C. (3)BRIEF DESCRIPTION(Briefscope,size,cost,etc.)AND SPECIFIC ROLE Q Check if project performed with current firm The Global Wellness Center included a new 2 story, 46,000 sf building that provided new program space for the existing campus student body. Elements of the building include a new state-of-the-art gymnasium which houses 2 practice courts and 1 main court. 7 locker rooms.A 3,000 sf Weight Room with Trainers office.A Dance and Yoga studio. 10 large classrooms and administrative offices and a full service concession stand. $14,000,000/Principal (1)TITLE AND LOCATION(Cityand State) (2)YEAR COMPLETED Santaluces High School Academy, Lantana, FL PROFESSIONAL CONSTRUCTION(Ifapplicable) SERVICES 2007 2 05 d (3)BRIEF DESCRIPTION(Briefscope,size,cost,etc.)AND SPECIFIC ROLE Q Check if project performed with current firm This project involved complete renovation of four areas to provide for four Academy programs within two existing buildings: Culinary Arts, Music, Visual Arts, and Early Childhood Learning. $4,500,000/Principal in Charge (1)TITLE AND LOCATION(Cityand State) (2)YEAR COMPLETED F( -est Park Elementary School, Boynton Beach, FL PROFESSIONAL CONSTRUCTION(Ifapplicable) SERVICES 2000 20 6 e. (3)BRIEF DESCRIPTION(Briefscope,size,cost,etc.)AND SPECIFIC ROLE Q Check if project performed with current firm PGAL was selected to provide architectural design services for the 113,000sf school modernization project. The moderminized facility will accommodate 798 student stations with core facilities holds 960 student stations. $26,000,000/Principal In Charge STANDARD FORM 330 REV.3/2013 P&2 PGAL.COM E. RESUMES OF •NNEL PROPOSED FOR THIS CONTRACT (Complete one Section E for each key person.) 12.NAME 13.ROLE IN THIS CONTRACT 14.YEARS EXPERIENCE Sam Ferreri,AIA Project Manager a. b.WITH CURRENT FIRM TOTAL 15. FIRM NAMEAND LOCATION(Cityand State) PGAL, Boca Raton. -' 16. EDUCATION(DEGREE AND SPECIALIZATION) 17.CURRENT PROFESSIONAL REGISTRATION (STATEAND Master of Architecture, University of Florida; Bachelor of DISCIPLINE) Science in Architecture, Florida A&M; FL Architect#0010011 18.OTHER PROFESSIONAL QUALIFICATIONS(Publications,Organizations, Training,Awards,etc.) 19. RELEVANT PROJECTS (1)TITLE AND LOCATION(Cityand State) (2)YEAR COMPLETED Treasure Coast High School, West Palm Beach, FL PROFESSIONAL CONSTRUCTION(Ifapplicable) SERVICES 2006 2005 (3)BRIEF DESCRIPTION(Briefscope,size,cost,etc.)AND SPECIFIC ROLE ❑Check if project performed with current firm a. 188,273 sf, 1,314 S.S. School with decentralized administration.Key features of the school include 8 small learning communites; 4 main academic buildings; classrooms integrating day-lightin pricinples; audio enhancments; Low VOC projects; and a career educaton component. $33,500,000.00/Project Manager (1)TITLEAND LOCATION(Cityand State) (2)YEAR COMPLETED Windermere Preparatory High School, Windermere, FL PROFESSIONAL CONSTRUCTION(Ifapplicable) SERVICES 2012 2011 b (3)BRIEF DESCRIPTION(Briefscope,size,cost,etc.)AND SPECIFIC ROLE Q Check if project performed with current firm PGAL provided architectural, interior design and engineering services for a new 2 story high school in a fast track design and construction timeframe. The new high school is 18,000 sf and includes 14 large classrooms, 6 small classrooms, 2 teacher workrooms, a large multi-purpose space, administration offices, conference room and support spaces. The project was completed in a design build delivery method. $2,300,000/QA/QC (1)TITLE AND LOCATION(Cityand State) (2)YEAR COMPLETED NBPS Global Wellness Center, Coconut Creek, FL PROFESSIONAL CONSTRUCTION(Ifapplicable) SERVICES 2017 2015 (3)BRIEF DESCRIPTION(Briefscope,size,cost,etc.)AND SPECIFIC ROLE Q Check if project performed with current firm C. The Global Wellness Center included a new 2 story, 46,000 sf building that provided new program space for the existing campus student body. Elements of the building include a new state-of-the-art gymnasium which houses 2 practice courts and 1 main court. 7 locker rooms.A 3,000 sf Weight Room with Trainers office.A Dance and Yoga studio. 10 large classrooms and administrative offices and a full service concession stand. $14,000,000/QA/QC (1)TITLE AND LOCATION(Cityand State) (2)YEAR COMPLETED Boca Raton Community High School, Boca Raton, FL PROFESSIONAL CONSTRUCTION(Ifapplicable) SERVICES 2004 2002 d. (3)BRIEF DESCRIPTION(Briefscope,size,cost,etc.)AND SPECIFIC ROLE ❑Check if project performed with current firm This project was sdesigned as a replacement school to the existing campus. Site challenges included working on a active campus and incorporating the existing science building into the secure courtyard prototype concept. $41,000,000/Project Manager (1)TITLE AND LOCATION(City and State) (2)YEAR COMPLETED Fort Pierce High School, Fort Pierce, FL PROFESSIONAL CONSTRUCTION (Ifapplicable) SERVICES 200 e. (3)BRIEF DESCRIPTION(Briefscope,size,cost,etc.)AND SPECIFIC ROLE ❑Check if project performed with current firm Fort Pierce Central High School is a replacement high school designed to accommodate 2,500 students. The project was completed in three phases in order to minimize disruption. $74,000,000/Project Manager 63 PGAL.COM STANDARD FORM 330(REV.3/2013)PAGE 2 E. RESUMES OF •NNEL PROPOSED FOR THIS CONTRACT (Complete one Section E for each key person.) 12.NAME 13.ROLE IN THIS CONTRACT 14.YEARS EXPERIENCE Kari Botek, RA, LEED AP BD+C LEED Administrator a. b.WITH CURRENT FIRM TOTAL 15.FIRM NAMEAND LOCATION(Cityand State) PGAL, Boca Raton, FL 16. EDUCATION(DEGREE AND SPECIALIZATION) 17.CURRENT PROFESSIONAL REGISTRATION (STATEAND Master of Architecture, University of Pennsylvania; DISCIPLINE) Bachelor of Arts Design of the Environment, University of FL Architect#0016843 Pennsylvania 18.OTHER PROFESSIONAL QUALIFICATIONS(Publications,Organizations, Training,Awards,etc.) 19. RELEVANT PROJECTS (1)TITLE AND LOCATION(Cityand State) (2)YEAR COMPLETED Aventura Elementary Charter School,Aventura FL PROFESSIONAL CONSTRUCTION(Ifapplicable) SERVICES 2003 2002 (3)BRIEF DESCRIPTION(Briefscope,size,cost,etc.)AND SPECIFIC ROLE Q Check if project performed with current firm a. Working with an extremely tight budget and schedule, PGAL quickly designed these two 2-story 13,000 sf elementary and middle school classroom additions. Located directly on the bay, the concept needed to address safety and security issues for students and a constricted site within which to build. The tilt wall buildings blend seamlessly with the existing school and are interlinked by covered walkways. $1,500,000.00/Project Manager (1)TITLE AND LOCATION(Cityand State) (2)YEAR COMPLETED Windermere Preparatory High School, Windermere, FL PROFESSIONAL CONSTRUCTION(Ifapplicable) SERVICES 2012 2011 b (3)BRIEF DESCRIPTION(Briefscope,size,cost,etc.)AND SPECIFIC ROLE Q Check if project performed with current firm PGAL provided architectural, interior design and engineering services for a new 2 story high school in a fast track design and construction timeframe. The new high school is 18,000 sf and includes 14 large classrooms, 6 small classrooms, 2 teacher workrooms, a large multi-purpose space, administration offices, conference room and support spaces. The project was completed in a design build delivery method. $2,300,000/Project Architect (1)TITLE AND LOCATION(Cityand State) (2)YEAR COMPLETED NBPS Global Wellness Center, Coconut Creek, FL PROFESSIONAL CONSTRUCTION(Ifapplicable) SERVICES 2017 2015 (3)BRIEF DESCRIPTION(Briefscope,size,cost,etc.)AND SPECIFIC ROLE Q Check if project performed with current firm C. The Global Wellness Center included a new 2 story, 46,000 sf building that provided new program space for the existing campus student body. Elements of the building include a new state-of-the-art gymnasium which houses 2 practice courts and 1 main court. 7 locker rooms.A 3,000 sf Weight Room with Trainers office.A Dance and Yoga studio. 10 large classrooms and administrative offices and a full service concession stand. $14,000,000/Project Architect (1)TITLE AND LOCATION(City and State) (2)YEAR COMPLETED Santaluces High School Academy, Lantana, FL PROFESSIONAL CONSTRUCTION(Ifapplicable) SERVICES 2007 2005 d. (3)BRIEF DESCRIPTION(Briefscope,size,cost,etc.)AND SPECIFIC ROLE Q Check if project performed with current firm This project involved complete renovation of four areas to provide for four Academy programs within two existing buildings: Culinary Arts, Music, Visual Arts, and Early Childhood Learning. $4,500,000/Project Manager (1)TITLE AND LOCATION(City and State) (2)YEAR COMPLETED Forest Park Elementary School, Boynton Beach, FL PROFESSIONAL CONSTRUCTION(Ifapplicable) SERVICES 2008 2006 e. (3)BRIEF DESCRIPTION(Briefscope,size,cost,etc.)AND SPECIFIC ROLE Q Check if project performed with current firm PGAL was selected to provide architectural design services for the 113,000sf school modernization project. The moderminized facility will accommodate 798 student stations with core facilities holds 960 student stations. $26,000,000/Project Manager 64 PGAL.COM STANDARD FORM 330(REV.3/2013)PAGE 2 E. RESUMES OF •NNEL PROPOSED FOR THIS CONTRACT (Complete one Section E for each key person.) 12.NAME 13.ROLE IN THIS CONTRACT 14.YEARS EXPERIENCE Rodney Crockett,AIA, LEED AP Project Architect a. b.WITH CURRENT FIRM TOTAL 15.FIRM NAMEAND LOCATION(Cityand State) PGAL, Boca Raton, FL 16.EDUCATION(DEGREEAND SPECIALIZATION) 17.CURRENT PROFESSIONAL REGISTRATION (STATEAND Bachelor of Architecture, Florida A&M;Associates of Science DISCIPLINE) in Architectural Technology, Vincennes University FL Architect#91279 18.OTHER PROFESSIONAL QUALIFICATIONS(Publications,Organizations, Training,Awards,etc.) 19. RELEVANT PROJECTS (1)TITLE AND LOCATION(Cityand State) (2)YEAR COMPLETED Seminole Trails Elementary School, West Palm Beach, FL PROFESSIONAL CONSTRUCTION(Ifapplicable) SERVICES 2010 2007 (3)BRIEF DESCRIPTION(Briefscope,size,cost,etc.)AND SPECIFIC ROLE Q Check if project performed with current firm a. The project includes a 53,190-square-foot renovation and 452-student station addition. PGAL improved the school's congested pick-up and drop-off area by providing a larger loop, a 34-car parking area for pre-kindergarten parents, and a turn lane that eases traffic on the surrounding roadways.A rerouted storm drainage improvement plan solved the school's existing flooding issues. $23,000,000.00/Project Architect (1)TITLEAND LOCATION(Cityand State) (2)YEAR COMPLETED Windermere Preparatory High School, Windermere, FL PROFESSIONAL CONSTRUCTION(Ifapplicable) SERVICES 2012 2011 b (3)BRIEF DESCRIPTION(Briefscope,size,cost,etc.)AND SPECIFIC ROLE Q Check if project performed with current firm PGAL provided architectural, interior design and engineering services for a new 2 story high school in a fast track design and construction timeframe. The new high school is 18,000 sf and includes 14 large classrooms, 6 small classrooms, 2 teacher workrooms, a large multi-purpose space, administration offices, conference room and support spaces. The project was completed in a design build delivery method. $2,300,000/Project Architect (1)TITLE AND LOCATION(Cityand State) (2)YEAR COMPLETED NBPS Global Wellness Center, Coconut Creek, FL PROFESSIONAL CONSTRUCTION(Ifapplicable) SERVICES 2017 2015 (3)BRIEF DESCRIPTION(Briefscope,size,cost,etc.)AND SPECIFIC ROLE Q Check if project performed with current firm C. The Global Wellness Center included a new 2 story, 46,000 sf building that provided new program space for the existing campus student body. Elements of the building include a new state-of-the-art gymnasium which houses 2 practice courts and 1 main court. 7 locker rooms.A 3,000 sf Weight Room with Trainers office.A Dance and Yoga studio. 10 large classrooms and administrative offices and a full service concession stand. $14,000,000/Project Architect (1)TITLE AND LOCATION(City and State) (2)YEAR COMPLETED Santaluces High School Academy, Lantana, FL PROFESSIONAL CONSTRUCTION(Ifapplicable) SERVICES 2007 2005 d. (3)BRIEF DESCRIPTION(Briefscope,size,cost,etc.)AND SPECIFIC ROLE Q Check if project performed with current firm This project involved complete renovation of four areas to provide for four Academy programs within two existing buildings: Culinary Arts, Music, Visual Arts, and Early Childhood Learning. $4,500,000/Project Architect (1)TITLE AND LOCATION(City and State) (2)YEAR COMPLETED Forest Park Elementary School, Boynton Beach, FL PROFESSIONAL CONSTRUCTION(Ifapplicable) SERVICES 2008 2006 e. (3)BRIEF DESCRIPTION(Briefscope,size,cost,etc.)AND SPECIFIC ROLE Q Check if project performed with current firm PGAL was selected to provide architectural design services for the 113,000sf school modernization project. The moderminized facility will accommodate 798 student stations with core facilities holds 960 student stations. $26,000,000/Project Architect 65 PGAL.COM STANDARD FORM 330(REV.3/2013)PAGE 2 E. RESUMES OF •NNEL PROPOSED FOR THIS CONTRACT (Complete one Section E for each key person.) 12.NAME 13.ROLE IN THIS CONTRACT 14.YEARS EXPERIENCE Angela Guthrie, LEED AP BD+C Project Coordinator a. b.WITH CURRENT FIRM TOTAL 15.FIRM NAMEAND LOCATION(Cityand State) PGAL, Boca Raton, FL 16.EDUCATION(DEGREEAND SPECIALIZATION) 17.CURRENT PROFESSIONAL REGISTRATION (STATEAND Bachelor of Architecture/Urban Design, Ricardo Palma DISCIPLINE) Univeristy 18.OTHER PROFESSIONAL QUALIFICATIONS(Publications,Organizations, Training,Awards,etc.) LEED AP BD+C 19. RELEVANT PROJECTS (1)TITLE AND LOCATION(Cityand State) (2)YEAR COMPLETED Seminole Trails Elementary School, West Palm Beach, FL PROFESSIONAL CONSTRUCTION(Ifapplicable) SERVICES 2010 2007 (3)BRIEF DESCRIPTION(Briefscope,size,cost,etc.)AND SPECIFIC ROLE Q Check if project performed with current firm a. The project includes a 53,190-square-foot renovation and 452-student station addition. PGAL improved the school's congested pick-up and drop-off area by providing a larger loop, a 34-car parking area for pre-kindergarten parents, and a turn lane that eases traffic on the surrounding roadways.A rerouted storm drainage improvement plan solved the school's existing flooding issues. $23,000,000.00/Project Coordinator (1)TITLEAND LOCATION(Cityand State) (2)YEAR COMPLETED Windermere Preparatory High School, Windermere, FL PROFESSIONAL CONSTRUCTION(Ifapplicable) SERVICES 2012 2011 b (3)BRIEF DESCRIPTION(Briefscope,size,cost,etc.)AND SPECIFIC ROLE Q Check if project performed with current firm PGAL provided architectural, interior design and engineering services for a new 2 story high school in a fast track design and construction timeframe. The new high school is 18,000 sf and includes 14 large classrooms, 6 small classrooms, 2 teacher workrooms, a large multi-purpose space, administration offices, conference room and support spaces. The project was completed in a design build delivery method. $2,300,000/Project Coordinator (1)TITLE AND LOCATION(Cityand State) (2)YEAR COMPLETED NBPS Global Wellness Center, Coconut Creek, FL PROFESSIONAL CONSTRUCTION(Ifapplicable) SERVICES 2017 2015 (3)BRIEF DESCRIPTION(Briefscope,size,cost,etc.)AND SPECIFIC ROLE Q Check if project performed with current firm C. The Global Wellness Center included a new 2 story, 46,000 sf building that provided new program space for the existing campus student body. Elements of the building include a new state-of-the-art gymnasium which houses 2 practice courts and 1 main court. 7 locker rooms.A 3,000 sf Weight Room with Trainers office.A Dance and Yoga studio. 10 large classrooms and administrative offices and a full service concession stand. $14,000,000/Project Coordinator (1)TITLE AND LOCATION(Cityand State) (2)YEAR COMPLETED Santaluces High School Academy, Lantana, FL PROFESSIONAL CONSTRUCTION(Ifapplicable) SERVICES 2007 2005 d. (3)BRIEF DESCRIPTION(Briefscope,size,cost,etc.)AND SPECIFIC ROLE Q Check if project performed with current firm This project involved complete renovation of four areas to provide for four Academy programs within two existing buildings: Culinary Arts, Music, Visual Arts, and Early Childhood Learning. $4,500,000/Project Coordinator (1)TITLE AND LOCATION(Cityand State) (2)YEAR COMPLETED Forest Park Elementary School, Boynton Beach, FL PROFESSIONAL CONSTRUCTION(Ifapplicable) SERVICES 2008 2006 e. (3)BRIEF DESCRIPTION(Briefscope,size,cost,etc.)AND SPECIFIC ROLE Q Check if project performed with current firm PGAL was selected to provide architectural design services for the 113,000sf school modernization project. The moderminized facility will accommodate 798 student stations with core facilities holds 960 student stations. $26,000,000/Project Coordinator 66 PGAL.COM STANDARD FORM 330(REV.3/2013)PAGE 2 E. RESUMES OF •NNEL PROPOSED FOR THIS CONTRACT (Complete one Section E for each key person.) 12.NAME 13.ROLE IN THIS CONTRACT 14.YEARS EXPERIENCE Beth Cowan, NCIDQ Interior Designer a. b.WITH CURRENT FIRM TOTAL 15. FIRM NAMEAND LOCATION(Cityand State) PGAL, Boca Raton. -' 16. EDUCATION(DEGREE AND SPECIALIZATION) 17.CURRENT PROFESSIONAL REGISTRATION(STATEAND Bachelor of Fine Arts, Syracuse University DISCIPLINE) FL Interior Designer#022229 18.OTHER PROFESSIONAL QUALIFICATIONS(Publications,Organizations, Training,Awards,etc.) 19. RELEVANT PROJECTS (1)TITLE AND LOCATION(Cityand State) (2)YEAR COMPLETED Treasure Coast High School, West Palm Beach, FL PROFESSIONAL CONSTRUCTION(Ifapplicable) SERVICES 2006 2005 (3)BRIEF DESCRIPTION(Briefscope,size,cost,etc.)AND SPECIFIC ROLE ❑Check if project performed with current firm a. 188,273 sf, 1,314 S.S. School with decentralized administration.Key features of the school include 8 small learning communites; 4 main academic buildings; classrooms integrating day-lightin pricinples; audio enhancments; Low VOC projects; and a career educaton component. $33,500,000.00/Interior Designer (1)TITLEAND LOCATION(Cityand State) (2)YEAR COMPLETED Havert L. Fenn Center, Fort Pierce, FL PROFESSIONAL CONSTRUCTION(Ifapplicable) SERVICES 2009 2008 (3)BRIEF DESCRIPTION(Briefscope,size,cost,etc.)AND SPECIFIC ROLE ❑Check if project performed with current firm b. The 62,000 SF facility serves as a community recreation center for county residents the majority of the time, converting to an emergency special needs shelter for the elderly during hurricane season and times of evacuation. The center which was built to withstand winds of up to 180mph, includes: a triple gymnasium for NCAA sports competitions with seating for 2,000 spectators, headquarters offices for the Park and Recreation Department and 4 large multo-purpose rooms.$12.600.000/lntermor Designer (1)TITLE AND LOCATION(Cityand State) (2)YEAR COMPLETED NBPS Global Wellness Center, Coconut Creek, FL PROFESSIONAL CONSTRUCTION(Ifapplicable) SERVICES 2017 2015 (3)BRIEF DESCRIPTION(Briefscope,size,cost,etc.)AND SPECIFIC ROLE Q Check if project performed with current firm C. The Global Wellness Center included a new 2 story, 46,000 sf building that provided new program space for the existing campus student body. Elements of the building include a new state-of-the-art gymnasium which houses 2 practice courts and 1 main court. 7 locker rooms.A 3,000 sf Weight Room with Trainers office.A Dance and Yoga studio. 10 large classrooms and administrative offices and a full service concession stand. $14,000,000/Interior Desioner (1)TITLE AND LOCATION(Cityand State) (2)YEAR COMPLETED Boca Raton Community High School, Boca Raton, FL PROFESSIONAL CONSTRUCTION(Ifapplicable) SERVICES 2004 d. (3)BRIEF DESCRIPTION(Briefscope,size,cost,etc.)AND SPECIFIC ROLE ❑Check if project performed with current firm This project was sdesigned as a replacement school to the existing campus. Site challenges included working on a active campus and incorporating the existing science building into the secure courtyard prototype concept. $41,000,000/Interior Designer (1)TITLE AND LOCATION(City and State) (2)YEAR COMPLETED Fort Pierce High School, Fort Pierce, FL PROFESSIONAL CONSTRUCTION(Ifapplicable) SERVICES 2008 200 e. (3)BRIEF DESCRIPTION(Briefscope,size,cost,etc.)AND SPECIFIC ROLE ❑Check if project performed with current firm Fort Pierce Central High School is a replacement high school designed to accommodate 2,500 students. The project was completed in three phases in order to minimize disruption. $74,000,000/Interior Designer 67 PGAL.COM STANDARD FORM 330(REV.3/2013)PAGE 2 E. RESUMES OF KEY PERSONNEL PROPOSED FOR THIS CONTRACT (Complete one Section E for each key person.) 12.NAME 13.ROLE IN THIS CONTRACT 14.YEARS EXPERIENCE a.TOTAL b.WITH CURRENT FIRM Mark Johnson Principal Engineer 27 19+ 15. FIRM NAME AND LOCATION (City and State) Johnson Structural Group, Inc. Boca Raton, Florida 16.EDUCATION (DEGREE AND SPECIALIZATION) 17.CURRENT PROFESSIONAL REGISTRATION (STATE AND DISCIPLINE) Bachelor Of Science in Architectural Engineering 1991 State of Florida *Graduated Tau Beta Pi Honors PE#:51983 University of Colorado, Boulder 1997/Structural Engineering 18.OTHER PROFESSIONAL QUALIFICATIONS (Publications,Organizations, Training,Awards,etc.) Member: Structural Engineering Cert. Board #12430705; ASCE; ACI; AISC; SEI; Board Member for the Tilt-Up Concrete Association; Board member, past Pres. for the FL. Structural Engineers Asso; Structural Specialist for US&R- FEMA*2010 ENG. OF THE YEAR-Tilt Up Concrete Asso. *2002-2016 20 Project Achievement Awards 19. RELEVANT PROJECTS (1)TITLE AND LOCATION (City and State) (2)YEAR COMPLETED Coral Springs Humane Society PROFESSIONAL SERVICES CONSTRUCTION (Ifapplicable) Coral Springs, Florida 2015 2016 a. (3)BRIEF DESCRIPTION(Briefscope,size,cost,etc.) AND SPECIFIC ROLE Check if project performed with current firm Structural Engineer of Record; New addition to the existing humane building. Addition consisted of new CMU walls and flat roof construction. Also providing special inspections on the project through construction. (1)TITLE AND LOCATION (City and State) (2)YEAR COMPLETED Broward College South Campus Chiller Plant PROFESSIONAL SERVICESNSTRUCTION (Ifapplicable) mCO Pe brooke Pines, Florida 2014 2015 b (3) BRIEF DESCRIPTION (Briefscope,size,cost,etc.)AND SPECIFIC ROLE Check if project performed with current firm Structural Engineer of Record for the new chiller building. The campus is undergoing an upgrade to their chilled water plants and this new satellite building will house pumps for a new 3-cell cooling tower. The building is being designed to handle two more future cooling towers and their respective operating equipment. (1)TITLE AND LOCATION (City and State) (2)YEAR COMPLETED Broward County Main Library Wind Mitigaton Project PROFESSIONAL SERVINSTRUCTION (Ifapplicable) CES CO Fort Lauderdale, Florida 2010 2015 C. (3) BRIEF DESCRIPTION (Briefscope,size,cost,etc.)AND SPECIFIC ROLE Z Check if project performed with current firm Structural Engineer of Record; Complete re-glazing and hardening of existing downtown library. Buildings is an architectural icon for Fort Lauderdale. The entire curtain wall glazing system, window wall system, doors, and louvers were replaced. Enhancements to the supporting structure were required to meet the current FBC requirements. (1)TITLE AND LOCATION (City and State) (2)YEAR COMPLETED FIU Housing Project PROFESSIONAL SERVICES CONSTRUCTION (Ifapplicable) Florida International University Biscayne Bay Campus, Miami Florida 2014 1 2016 (3) BRIEF DESCRIPTION (Briefscope,size,cost,etc.)AND SPECIFIC ROLE Z Check if project performed with current firm d. Structural Engineer of Record; New 8 story , 600 bed housing project for students at the Biscayne Bay Campus. Building has ground floor classroom and common amenities. The elevated floors contain housing units. Building was constructed on deep foundations. (1)TITLE AND LOCATION (City and State) (2)YEAR COMPLETED Broward College Southwest Center PROFESSIONAL SERVICES CONSTRUCTION (Ifapplicable) Miramar, Florida 2014 2014 e. (3) BRIEF DESCRIPTION (Briefscope,size,cost,etc.)AND SPECIFIC ROLE Check if project performed with current firm Panel Structural Engineer of Record; This new 4-story classroom building is a compact triangular shape building that has tilt-up panels used for cladding as well as bearing elements. JSG assisted in the re-design of the exterior to accommodate the panels as well as completed the panel design and panel shop drawings. STANDARD FORM 330 (6/2004)PAGE 2 68 E. RESUMES OF KEY PERSONNEL PROPOSED FOR THIS CONTRACT (Complete one Section E for each key person.) 12. NAME 13. ROLE IN THIS CONTRACT 14.YEARS EXPERIENCE Michael F.Schwartz, P.E. Project manager f Civil engineer a. TOTAL b. WITH CURRENT FIRM 20 8 15. FIRM NAME AND LOCATION(City and State) Kimley-Horn and Associates, Inc., Delray Beach, FL 16. EDUCATION(DEGREE AND SPECIALIZATION) 17. CURRENT PROFESSIONAL REGISTRATION(STATE AND DISCIPLINE) Bachelor of Science f Civil Engineering FL f Professional Engineer 18. OTHER PROFESSIONAL QUALIFICATIONS(Publications,Organizations,Training,Awards,etc.) ■ As a senior project manager with 20 years of South Florida experience, Mike is responsible for the design, regulatory agency permitting, and management of a wide variety of engineering projects; planning, developing, and coordinating engineering documents; and performing drainage analysis,stormwater modeling, and construction observation. 19. RELEVANT PROJECTS (1) TITLE AND LOCATION(City and State) (2)YEAR COMPLETED Las Olas Boulevard Corridor Improvements PROFESSIONAL SERVICES CONSTRUCTION(if applicable) Fort Lauderdale, FL Ongoing I Ongoing (3) BRIEF DESCRIPTION(Brief scope,size,cost,etc.)AND SPECIFIC ROLE [X]Check if project performed with current firm Principal-in-charge—Kimley-Horn is providing services for this mixed-use project for the City of Fort Lauderdale Community Redevelopment Agency. The project consists of the redevelopment of several pieces of City property from existing surface a' parking lots to a new multi-story parking garage; active park and plaza areas; and general open space to enhance the pedestrian and beachgoer experience in the Fort Lauderdale beach area. Las Olas Boulevard is being improved to provide a "Complete Streets"design to better connect the shops, restaurants, and other businesses with the new Oceanside Plaza on the south side of Las Olas Boulevard. The design of Oceanside Plaza includes space for special events such as festivals and concerts; play areas for children; and a convenient porte cochere drop off. Kimley-Horn is providing site civil engineering, roadway design, permitting coordination, stormwater, utility, franchise utility coordination, and other services. (1)TITLE AND LOCATION (City and State) (2)YEAR COMPLETED Aventura Medical Center Bed Tower PROFESSIONAL SERVICES CONSTRUCTION(If applicable) Aventura, FL Ongoing Ongoing (3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.)AND [X] Check if project performed with current firm b. Project manager—Kimley-Horn is providing professional engineering services for a new 95,000-square-foot bed tower addition at Aventura Medical Center. Specific responsibilities include on-site design development and construction observation services. Additionally, Kimley-Horn is providing traffic engineering, campus master plan preparation, site planning/entitlements, helipad evaluation, and utility corridor design. (1)TITLE AND LOCATION (City and State) (2)YEAR COMPLETED Florida Atlantic University(FAU) Harbor Branch Link Building PROFESSIONAL SERVICES CONSTRUCTION(If applicable) Renovation 2009 2011 Fort Pierce, FL C. (3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.)AND [X]Check if project performed with current firm Project manager—Kimley-Horn provided civil engineering services, including master planning related to infrastructure, conservation, recreation/open space, transportation, capital improvements, and coastal elements. The 35-year-old building was gutted and re-engineered to maximize energy efficiency and flexibility and the renovations were designed to U.S. Green Building Council LEED°Gold level standards. (1)TITLE AND LOCATION (City and State) (2)YEAR COMPLETED Sunrise Renaissance Charter School PROFESSIONAL SERVICES CONSTRUCTION(If applicable) Broward County, FL 2014 d. (3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.)AND [X] Check if project performed with current firm Project manager—Kimley-Horn provided civil engineering,traffic engineering, landscape architecture, permitting, and construction phase services for this proposed approximately 65,000-square-foot K-8 charter school. Other tasks included site due diligence and site planning. (1)TITLE AND LOCATION (City and State) (2)YEAR COMPLETED Broward College Campus-Wide Master Planning PROFESSIONAL SERVICES CONSTRUCTION(If applicable) Broward County, FL 2010 2012 (3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.)AND [X] Check if project performed with current firm Project manager—Kimley-Horn provided utility planning services at Broward College Central, North, and downtown Fort e Lauderdale campuses. The Kimley-Horn team conducted an overall assessment of conditions and life expectancy of the respective utilities; assessed the existing utilities (water,sanitary sewer, and drainage)to determine demands and required improvements based on the five-year and 10-year buildout of the campuses; assisted in phasing and scheduling of utility improvements; and reviewed and made recommendations for LEED°enhancements. In addition, Kimley-Horn provided an overall assessment of existing landscape materials, provided recommendations for enhancements, and assisted in providing estimated costs and budgets for required landscape improvements.We also assisted in phasing and scheduling of landscape improvements. STANDARD FORM 330(REV.3/2013) 69 E. RESUMES OF KEY PERSONNEL PROPOSED FOR THIS CONTRACT (Complete one Section E for each key person.) 12. NAME 13. ROLE IN THIS CONTRACT 14.YEARS EXPERIENCE Eric Greene, P.E. Project engineer a. TOTAL b. WITH CURRENT FIRM 11 1 15. FIRM NAME AND LOCATION(City and State) Kimley-Horn and Associates, Inc., Delray Beach, FL 16. EDUCATION(DEGREE AND SPECIALIZATION) 17. CURRENT PROFESSIONAL REGISTRATION(STATE AND DISCIPLINE) Bachelor of Science f Civil Engineering FL f Professional Engineer 18. OTHER PROFESSIONAL QUALIFICATIONS(Publications,Organizations,Training,Awards,etc.) ■ Eric has experience with site design and layout;stormwater management and drainage design; erosion and sedimentation control design and inspection; permitting and entitlement throughout the State of Florida; and construction phase services. 19. RELEVANT PROJECTS (1) TITLE AND LOCATION(City and State) (2)YEAR COMPLETED Aventura Medical Center Bed Tower PROFESSIONAL SERVICES CONSTRUCTION(if applicable) Aventura, FL Ongoing Ongoing (3) BRIEF DESCRIPTION(Briefscope,size,cost,etc.)AND SPECIFIC ROLE [X]Check if project performed with current firm a. Project engineer—Kimley-Horn is providing professional engineering services for a new 95,000-square-foot bed tower addition at Aventura Medical Center. Specific responsibilities include on-site design development and construction observation services. Additionally, Kimley-Horn is providing traffic engineering, campus master plan preparation, site planning/entitlements, helipad evaluation, and utility corridor design. (1) TITLE AND LOCATION(City and State) (2)YEAR COMPLETED Mt.Sinai Medical Center PROFESSIONAL SERVICES CONSTRUCTION(if applicable) Miami, FL Ongoing Ongoing (3) BRIEF DESCRIPTION(eriefscope,size,cost,etc.)AND SPECIFIC ROLE [X] Check if project performed with current firm b. Project engineer—This project consists of the construction of a new 200-bed bed tower that will convert a portion of the facility's semi-private beds to private beds; a new emergency department; new helipad; reconstruction of parking area; construction of a new main entry drive; and construction of a 400-space parking garage. (1) TITLE AND LOCATION(City and State) (2)YEAR COMPLETED Sunrise City Hall and Municipal Campus Improvements PROFESSIONAL SERVICES CONSTRUCTION(if applicable) Broward County, FL Ongoing Ongoing (3) BRIEF DESCRIPTION(Brief scope,size,cost,etc.)AND SPECIFIC ROLE [X] Check if project performed with current firm C. Project engineer—Kimle -Horn is providing professional engineering services for this proposed 120,000-square-foot city hall and municipal campus in Sunrise, FL. This project will include a 800-space parking garage, an expansion of the existing amphitheater, a water park, covered pedestrian connections, and site infrastructure improvements. (1) TITLE AND LOCATION(City and State) (2)YEAR COMPLETED Cleveland Clinic Medical Office Building PROFESSIONAL SERVICES CONSTRUCTION(if applicable) Broward County, FL Ongoing Ongoing d. (3) BRIEF DESCRIPTION(Brief scope,size,cost,etc.)AND SPECIFIC ROLE [X] Check if project performed with current firm Project engineer—Kimley-Horn is providing civil engineering, traffic engineering, and landscape architectural services for this proposed 72,000-square-foot medical office building located in Coral Springs, Florida. (1) TITLE AND LOCATION(City and State) (2)YEAR COMPLETED Kendall Regional Medical Center Garage PROFESSIONAL SERVICES CONSTRUCTION(if applicable) Miami, FL Ongoing Ongoing (3) BRIEF DESCRIPTION(eriefscope,size,cost,etc.)AND SPECIFIC ROLE [X] Check if project performed with current firm e. Project engineer—Kimley-Horn is providing civil engineering services for this proposed eight-floor, 765-space parking garage that will serve Kendall Regional Medical Center. Specific responsibilities include site plan preparation, utility relocation, regulatory agency permitting, and signing and pavement marking plans. STANDARD FORM 330(REV.3/2013) 70 E. RESUMES OF KEY PERSONNEL PROPOSED FOR THIS CONTRACT (Complete one Section E for each key person.) 12. NAME 13. ROLE IN THIS CONTRACT 14.YEARS EXPERIENCE Julio Collier, P.E. Project engineer a. TOTAL b. WITH CURRENT FIRM 12 12 15. FIRM NAME AND LOCATION(City and State) Kimley-Horn and Associates, Inc., Coral Gables, FL 16. EDUCATION(DEGREE AND SPECIALIZATION) 17. CURRENT PROFESSIONAL REGISTRATION(STATE AND DISCIPLINE) Bachelor of Science f Civil Engineering FL f Professional Engineer 18. OTHER PROFESSIONAL QUALIFICATIONS(Publications,Organizations,Training,Awards,etc.) ■ Julio Collier has 11 years of experience in commercial and industrial land development and municipal projects from the entitlement stage through project closeout. 19. RELEVANT PROJECTS (1) TITLE AND LOCATION(City and State) (2)YEAR COMPLETED Aventura Medical Center Bed Tower PROFESSIONAL SERVICES CONSTRUCTION(if applicable Aventura, FL Ongoing Ongoing (3) BRIEF DESCRIPTION(Briefscope,size,cost,etc.)AND SPECIFIC ROLE [X]Check if project performed with current firm a. Project engineer—Kimle -Horn is providing professional engineering services for a new 95,000-square-foot bed tower addition 1 9� Y p 9 p 9� 9 q at Aventura Medical Center. Specific responsibilities include on-site design development and construction observation services. Additionally, Kimley-Horn is providing traffic engineering, campus master plan preparation, site planning/entitlements, helipad evaluation, and utility corridor design. (1) TITLE AND LOCATION(City and State) (2)YEAR COMPLETED West Sunset Square PROFESSIONAL SERVICES CONSTRUCTION(if applicable) Kendall, FL 2013 2013 (3) BRIEF DESCRIPTION(Brief scope,size,cost,etc.)AND SPECIFIC ROLE [X] Check if project performed with current firm Project engineer—Kimley-Horn provided a variety of consulting services for this 83,000-square-foot neighborhood center b. including site planning, civil engineering, roadway design, traffic signal design, permitting, and construction phase services. This project required significant coordination with multiple county agencies. Perhaps the most challenging aspect of the project was its location within the Bird Drive Everglades Wetland Basin (BDEWB). Due to a lack of sufficient surface water storage within the BDEWB,there were restrictions on the development of the site. Through our local experience and relationships with the Miami-Dade Department of Environmental Resources Management, Kimley-Horn was able to implement an innovative solution to meet the development criteria thereby allowing our client to fully develop the site. (1) TITLE AND LOCATION(City and State) (2)YEAR COMPLETED Miami River Development PROFESSIONAL SERVICES CONSTRUCTION(if applicable Miami, FL Ongoing Ongoing (3) BRIEF DESCRIPTION(eriefscope,size,cost,etc.)AND SPECIFIC ROLE [X] Check if project performed with current firm C. Project manager—As a subconsultant to an architect, Kimley-Horn is providing civil engineering, traffic, and landscape architecture services for the Miami River project.The Miami River project is planned to cover a three-block area that will be bordered by the Miami River, SW 7th Street, SW 3rd Avenue and SW 2nd Avenue in Downtown Miami, right off of 1-95. The master plan is broken in to five phases,which will include two 58-story towers, two 60-story towers, and two three-story structures connected by walkways at the 2nd, 3rd and 9th level. The master plan offers a mixed-used development containing commercial, office, lodging,entertainment, and residential spaces. (1) TITLE AND LOCATION(City and State) (2)YEAR COMPLETED Divine Savior Academy PROFESSIONAL SERVICES CONSTRUCTION(if applicable) Doral, FL 2014 2014 d. (3) BRIEF DESCRIPTION(eriefscope,size,cost,etc.)AND SPECIFIC ROLE [X] Check if project performed with current firm Project engineer—Kimley-Horn provided civil engineering design and permitting services for a three-story high school expansion project at Divine Savior Academy in Doral. The 108,000-square-foot facility included a three-story classroom, an auditorium/chapel, gym, fitness center, athletic fields, courts, and a new parking area. (1) TITLE AND LOCATION(City and State) (2)YEAR COMPLETED Brickell City Centre PROFESSIONAL SERVICES CONSTRUCTION(if applicable) Miami, FL 2011 Ongoing (3) BRIEF DESCRIPTION(eriefscope,size,cost,etc.)AND SPECIFIC ROLE [X] Check if project performed with current firm e. Project engineer—Brickell City Centre is a nine-acre mixed-use development that will include 2.9 million square feet of retail, office, residential, and entertainment space. The scope of work includes design, permitting, and construction administration for the installation of more than 7,000 linear feet of new water and sewer utilities within an extremely congested utility corridor; full roadway reconstruction including drainage improvements; traffic signalization; and on-site stormwater management. STANDARD FORM 330(REV.3/2013) 71 E. RESUMES OF KEY PERSONNEL PROPOSED FOR THIS CONTRACT (Complete one Section E for each key person.) 12. NAME 13. ROLE IN THIS CONTRACT 14.YEARS EXPERIENCE Adrian E. Dabkowski, P.E. Traffic engineer a. TOTAL b. WITH CURRENT FIRM 15 12 15. FIRM NAME AND LOCATION(City and State) Kimley-Horn and Associates, Inc., Plantation, FL 16. EDUCATION(DEGREE AND SPECIALIZATION) 17. CURRENT PROFESSIONAL REGISTRATION(STATE AND DISCIPLINE) Master of Business Administration/Marketing FL/Professional Engineer Bachelor of Science/Civil Engineering Technology Master of Civil Engineering/Transportation Engineering 18. OTHER PROFESSIONAL QUALIFICATIONS(Publications,Organizations,Training,Awards,etc.) ■ Adrian has 15 years of traffic/transportation engineering experience related to transportation planning, traffic operations, corridor studies,toll road revenue studies, long-range transportation improvement plans, access management, and alternative intersection development 19. RELEVANT PROJECTS (1) TITLE AND LOCATION(City and State) (2)YEAR COMPLETED Divine Savior Academy PROFESSIONAL SERVICES I CONSTRUCTION(Ifapplicable) Doral, FL 2014 2014 (3) BRIEF DESCRIPTION(Briefscope,size,cost,etc.)AND SPECIFIC ROLE [X]Check if project performed with current firm a Traffic engineer—Kimley-Horn provided civil engineering design and permitting services for a three-story high school expansion project at Divine Savior Academy in Doral. The 108,000-square-foot facility included a three-story classroom, an auditorium/chapel, gym, fitness center, athletic fields, courts, and a new parking area. (1) TITLE AND LOCATION(City and State) (2)YEAR COMPLETED Biscayne Boulevard Roadway Diet between SE 1st Street and NE PROFESSIONAL SERVICES CONSTRUCTION(If applicable) 5th Street 2017 Miami, FL b (3) BRIEF DESCRIPTION(eriefscope,size,cost,etc.)AND SPECIFIC ROLE [X]Check if project performed with current firm Traffic engineer—Kimley-Horn prepared a traffic analysis to assess traffic conditions on Biscayne Boulevard between SE 1st Street and NE 5th Street.A total of four different laneage configurations were developed.Analyses were conducted for weekday peak hours. Significant coordination occurred with City of Miami and Miami Downtown Development Authority. (1) TITLE AND LOCATION(City and State) (2)YEAR COMPLETED NE 38th Street/NE 39th Street and Biscayne Boulevard/SR A1A PROFESSIONAL SERVICES I CONSTRUCTION(If applicable Intersection Roadway Improvements, Miami, FL 2015 (3) BRIEF DESCRIPTION(Brief scope,size,cost,etc.)AND SPECIFIC ROLE [X]Check if project performed with current firm c Traffic engineer–to prepare a traffic study and determine intersection improvements at NE 38th Street at Biscayne Boulevard/SR A1A and NE 39th Street at Biscayne Boulevard/SR A1A. Improvements included modifying the one-way loop on NE 38th/39th Street. This analysis included traffic data collection,field observations, design traffic forecasts, intersection operational analysis, and the development of long-term improvements for the study intersection. The operational analysis examined existing and future traffic conditions during the weekday peak hours. (1) TITLE AND LOCATION(City and State) (2)YEAR COMPLETED NE 36th Street and Biscayne Boulevard/SR A1A Intersection PROFESSIONAL SERVICES I CONSTRUCTION(If applicable) Roadway Improvements, Miami, FL 2010 2010 (3) BRIEF DESCRIPTION(Brief scope,size,cost,etc.)AND SPECIFIC ROLE [X]Check if project performed with current firm d Traffic engineer—Kimley-Horn prepared a traffic study and determined intersection improvements at NE 36th Street and Biscayne Boulevard/SR A1A. This analysis included traffic data collection,design traffic forecasts, intersection operational analysis, and the development of long-term improvements for the study intersection.The operational analysis examined existing and future traffic conditions during the weekday peak hours. Significant coordination was held with FDOT, City of Miami Beach, and Miami Dade County Public Works and Waste Management Department's Signal and Signs Division. (1) TITLE AND LOCATION(City and State) (2)YEAR COMPLETED Miami-Dade County Parks and Recreation Department PROFESSIONAL SERVICES I CONSTRUCTION(Ifapplicable) Miami, FL 2011 2011 e (3) BRIEF DESCRIPTION(eriefscope,size,cost,etc.)AND SPECIFIC ROLE [X]Check if project performed with current firm Project manager—Kimley-Horn is part of the design/build/operate team for the Miami Metro Zoo improvements,which includes a water Park, hotel and NASCAR Family Entertainment Center.The project is in the preliminary design stages. STANDARD FORM 330(REV.3/2013) 72 E. RESUMES OF KEY PERSONNEL PROPOSED FOR THIS CONTRACT (Complete one Section E for each key person.) 12. NAME 13. ROLE IN THIS CONTRACT 14.YEARS EXPERIENCE Tricia C. Richter, PLA Landscape architect a. TOTAL b. WITH CURRENT FIRM 4 4 15. FIRM NAME AND LOCATION(City and State) Kimley-Horn and Associates, Inc.,West Palm Beach, FL 16. EDUCATION(DEGREE AND SPECIALIZATION) 17. CURRENT PROFESSIONAL REGISTRATION(STATE AND DISCIPLINE) Bachelor of Landscape Architecture f Landscape FL f Professional Landscape Architect Architecture 18. OTHER PROFESSIONAL QUALIFICATIONS(Publications,Organizations,Training,Awards,etc.) ■ Tricia has more than four years of experience in landscape design, GIS analyses, construction document preparation, and in preparing presentation graphics. ■ Her project experience includes public and private-sector experience, ranging from multifamily residential developments to municipal streetscapes and road area improvements. 19. RELEVANT PROJECTS (1) TITLE AND LOCATION(City and State) (2)YEAR COMPLETED Las Olas Boulevard Corridor Improvements PROFESSIONAL SERVICES CONSTRUCTION(if applicable) Fort Lauderdale, FL Ongoing Ongoing (3) BRIEF DESCRIPTION(Brief scope,size,cost,etc.)AND SPECIFIC ROLE [X]Check if project performed with current firm Landscape architect—Kimley-Horn is providing services for this mixed-use project for the City of Fort Lauderdale Community a Redevelopment Agency. The project consists of the redevelopment of several pieces of City property from existing surface parking lots to a new multi-story parking garage; active park and plaza areas; and general open space to enhance the pedestrian and beachgoer experience in the Fort Lauderdale beach area. Las Olas Boulevard is being improved to provide a "Complete Streets"design to better connect the shops, restaurants, and other businesses with the new Oceanside Plaza on the south side of Las Olas Boulevard. The design of Oceanside Plaza includes space for special events such as festivals and concerts; play areas for children; and a convenient porte cochere drop off. Kimley-Horn is providing site civil engineering, roadway design, permitting coordination, stormwater, utility, franchise utility coordination, and other services. (1) TITLE AND LOCATION(City and State) (2)YEAR COMPLETED Boca Raton Regional Hospital Master Plan PROFESSIONAL SERVICES CONSTRUCTION(if applicable) Boca Raton, FL 2016 2016 (3) BRIEF DESCRIPTION(eriefscope,size,cost,etc.)AND SPECIFIC ROLE [X]Check if project performed with current firm b. Landscape architect—Kimley-Horn has provided a variety of services for multiple projects at Boca Raton Regional Hospital including master planning for the 46.82-acre campus; planning, civil engineering, landscape architecture, transportation planning and traffic engineering, permitting, and construction phase services for a new 3,500-square-foot Emergency Department addition and a 52,000-square-foot Neuroscience Institute addition; and planning for a 40,000-square-foot Women's Center and a 35,000-square-foot Proton Beam Therapy project. (1) TITLE AND LOCATION(City and State) (2)YEAR COMPLETED OB Johnson Park PROFESSIONAL SERVICES CONSTRUCTION(if applicable) Hallandale Beach, FL Ongoing Ongoing (3) BRIEF DESCRIPTION(Brief scope,size,cost,etc.)AND SPECIFIC ROLE [X] Check if project performed with current firm c. Landscape architect—This 6.4-acre park in Hallandale Beach Park was part of the city-wide park master plan that set forth a program to enhance 13 of the city's parks and recreation areas in support of community-wide goals and neighborhood needs. Kimley-Horn provided master planning; landscape architecture; engineering design and permitting services; and construction observation and administration. (1) TITLE AND LOCATION(City and State) (2)YEAR COMPLETED Welleby Park Expansion PROFESSIONAL SERVICES CONSTRUCTION(if applicable) Sunrise, FL 2012 Ongoing d. (3) BRIEF DESCRIPTION(eriefscope,size,cost,etc.)AND SPECIFIC ROLE [X]Check if project performed with current firm Landscape architect—The City of Sunrise retained Kimley-Horn for improvements to Welleby Park located at NW 44th Street and Hiatus Road within the City of Sunrise. Kimley-Horn provided conceptual design for two options for the park redevelopment to be presented at a public presentation meeting. Kimley-Horn also prepared design plans, including paving and drainage plans, utility plans, and signing and marking plans. (1) TITLE AND LOCATION(City and State) (2)YEAR COMPLETED Dania Live Mixed-Use Development PROFESSIONAL SERVICES CONSTRUCTION(if applicable) Broward County, FL Ongoing Ongoing (3) BRIEF DESCRIPTION(Brief scope,size,cost,etc.)AND SPECIFIC ROLE [X]Check if project performed with current firm e Landscape architect—Kimley-Horn is providing a wide variety of consulting services for this mixed-use project, including extensive civil engineering services;environmental services and remediation, including brownfield development; traffic modeling and simulation; FAA proximity and height permitting; landscape and hardscape design; and construction phase services. Upon completion, the$800-million, 102-acre Dania Pointe mixed-use project is expected to contain more than one million square feet of retail and restaurant space as well as Class A offices, 300 hotel rooms, luxury apartments, and public event space. STANDARD FORM 330(REV.3/2013) 73 E. RESUMES OF KEY PERSONNEL PROPOSED FOR THIS CONTRACT (Complete one Section E for each key person.) 12. NAME 13. ROLE IN THIS CONTRACT 14.YEARS EXPERIENCE Brady J.Walker, P.E. Environmental biologist a. TOTAL b. WITH CURRENT FIRM 13 12 15. FIRM NAME AND LOCATION(City and State) Kimley-Horn and Associates, Inc., Plantation, FL 16. EDUCATION(DEGREE AND SPECIALIZATION) 17. CURRENT PROFESSIONAL REGISTRATION(STATE AND DISCIPLINE) Master of Engineering f Civil Engineering FL f Authorized Gopher Tortoise Agent Bachelor of Science f Civil Engineering 18. OTHER PROFESSIONAL QUALIFICATIONS(Publications,Organizations,Training,Awards,etc.) ■ Brady has 12 years of experience including extensive field work throughout Florida in upland, freshwater, and estuarine environments. 19. RELEVANT PROJECTS (1) TITLE AND LOCATION(City and State) (2)YEAR COMPLETED Divine Savior Academy PROFESSIONAL SERVICES CONSTRUCTION(if applicable) Doral, FL 2014 2014 (3) BRIEF DESCRIPTION(Briefscope,size,cost,etc.)AND SPECIFIC ROLE [X]Check if project performed with current firm a. Environmental biologist—Kimley-Horn provided civil engineering design and permitting services for a three-story high school expansion project at Divine Savior Academy in Doral. The 108,000-square-foot facility included a three-story classroom, an auditorium/chapel, gym, fitness center, athletic fields, courts, and a new parking area. (1) TITLE AND LOCATION(City and State) (2)YEAR COMPLETED Florida Atlantic University(FAU) Memory and Wellness Center PROFESSIONAL SERVICES CONSTRUCTION(if applicable) Addition 2014 Boca Raton, FL b (3) BRIEF DESCRIPTION(eriefscope,size,cost,etc.)AND SPECIFIC ROLE [X]Check if project performed with current firm Environmental biologist—Conducted a gopher tortoise and burrowing owl survey for the expansion of an existing facility on FAU's Boca Raton campus.After locating gopher tortoises on the site, Kimley-Horn applied for and received a gopher tortoise relocation permit from the Florida Fish and Wildlife Conservation Commission. The gopher tortoise burrows were excavated via backhoe and the tortoises were relocated to FAU's on-site conservation area. (1) TITLE AND LOCATION(City and State) (2)YEAR COMPLETED Florida Atlantic University(FAU) Harbor Branch Oceanographic PROFESSIONAL SERVICES CONSTRUCTION(if applicable) Institute(HBOI)Campus Master Plan 2015 2015 Boca Raton, FL C (3) BRIEF DESCRIPTION(eriefscope,size,cost,etc.)AND SPECIFIC ROLE [X]Check if project performed with current firm Environmental analyst—Kimley-Horn is providing a variety of services for FAU at its multiple Florida campuses as part of a continuing contract, including master planning assistance related to infrastructure, conservation, recreation/open space, landscape, transportation, capital improvements, and coastal elements for the HBOI Campus Master Plan. (1) TITLE AND LOCATION(City and State) (2)YEAR COMPLETED Optimist Park PROFESSIONAL SERVICES CONSTRUCTION(if applicable) Miami, FL 2009 2009 (3) BRIEF DESCRIPTION(eriefscope,size,cost,etc.)AND SPECIFIC ROLE [X] Check if project performed with current firm d. Environmental analyst—The Town of Miami Lakes Optimist Park improvements consisted of grant funded improvements identified for Miami Lakes Park as part of the Florida Recreation Development Assistance Program(FRDAP)and land and water grants.The park improvements included the picnic facilities, including two picnic pavilions, a bike path with pathway lighting, a sailboat launch, a fishing pier, light poles, landscaping and irrigation, the renovation of the existing restrooms, resurfacing of the parking lot, a canoe put-in, a water access trail, and renovations to the baseball field,soccer field, and softball field. (1) TITLE AND LOCATION(City and State) (2)YEAR COMPLETED Sugar Sand Park Design PROFESSIONAL SERVICES CONSTRUCTION(if applicable) Miami, FL 2010 2010 e. (3) BRIEF DESCRIPTION(eriefscope,size,cost,etc.)AND SPECIFIC ROLE [X]Check if project performed with current firm Environmental analyst—Kimley-Horn conducted numerous surveys for endangered flora and fauna. Used the information collected during surveying and site assessments to assist the City of Boca Raton in preparing a Preserve Area Management Plan for this 132-acre City park. The management plan included aspects of endangered plant identification,endangered species surveys, fire management techniques, and pedestrian nature trails. STANDARD FORM 330(REV.3/2013) 74 E.RESUMES OF KEY PERSONNEL PROPOSED FOR THIS CONTRACT Com lete one Section E for each key person.) 12.NAME 13.ROLE IN THIS CONTRACT 14.YEARS EXPERIENCE Michael P. Linden, P.E., LEED°A.P. Project Manager, Mechanical Engineer a TOTAL b WITH CURRENT FIRM 25 25 15.FIRM NAME AND LOCATION(Cityand State) Johnson, Levinson, Ragan, Davila, Inc.,West Palm Beach, Florida 16.EDUCATION(DEGREEANDSPECIALIZATION) 17.CURRENT PROFESSIONAL REGISTRATION(STATEANDDISCIPLINE) Bachelor of Science Mechanical Engineering Florida/Mechanical University of South Florida, 1993 18.OTHER PROFESSIONAL QUALIFICATIONS(Publications,Organizations,Training,Awards,etc.) Accredited under the Leadership in Energy and Environmental Design (LEED) Green Building Rating System 19.RELEVANT PROJECTS (1)TITLE AND LOCATION(City and State) (2)YEAR COMPLETED Aventura Charter School —Classroom Addition PROFESSIONAL SERVICES CONSTRUCTION(if applicable) West Palm Beach, Florida 2008 2010 a. (3)BRIEF DESCRIPTION(Brief scope,size,cost,etc.)AND SPECIFIC ROLE ✓Check if project performed with current firm Mr. Linden served as the Mechanical Engineer for the design of the mechanical systems for this Classroom Addition. The estimated construction cost is approximately$XXX million dollars. (1)TITLE AND LOCATION(City and State) 2 YEAR COMPLETED Boyd Anderson High School PROFESSIONAL SERVICES CONSTRUCTION(If applicable) Broward County, Florida 2006 b. (3)BRIEF DESCRIPTION(Brief scope,size,cost,etc.)AND SPECIFIC ROLE ✓Check if project performed with current firm Mr. Linden served as the Mechanical Engineer for the design of the mechanical systems in this 1-story 119,688 sq. ft. elementary school modernization/replacement project. The construction cost is approximately$18.7 million dollars. (1)TITLE AND LOCATION(City and State) 2 YEAR COMPLETED Stranahan High School PROFESSIONAL SERVICES CONSTRUCTION(if applicable) Ft. Lauderdale, Florida 2007 (3)BRIEF DESCRIPTION(Brief scope,size,cost,etc.)AND SPECIFIC ROLE ✓ Check if project performed with current firm C. Mr. Linden served as the Mechanical Engineer of Record for the mechanical systems design of this concurrent replacement project. Phase I includes a new 3-story classroom building and PE facility. Phase II consists of remodeling Building 1 into 26 general classrooms and a 4 classroom addition. The project cost is approximately $76.2 million dollars. (1)TITLE AND LOCATION(City and State) (2)YEAR COMPLETED Palm Beach State College PROFESSIONAL SERVICES CONSTRUCTION(if applicable) Lake Worth, Florida 2008 2009 d (3)BRIEF DESCRIPTION(Brief scope,size,cost,etc.)AND SPECIFIC ROLE ✓ Check if project performed with current firm Mr. Linden served as the Mechanical Engineer of Record for the mechanical systems design for this 13,000 sq. ft. admin building. The project was phased so as not to disrupt the college's president, deans, and various administration staff who remained during construction. The construction cost was approximately$907,500.00. (1)TITLE AND LOCATION(City and State) 2 YEAR COMPLETED Sun Coast High School PROFESSIONAL SERVICES CONSTRUCTION(if applicable) Riviera Beach, Florida 2009 2010 e. (3)BRIEF DESCRIPTION(Brief scope,size,cost,etc.)AND SPECIFIC ROLE ✓ Check if project performed with current firm Mr. Linden served as the Mechanical Engineer of Record for the mechanical systems design of this 281,770 sq. ft. Magnet High School. The design included both instructional and laboratory spaces, as well as administrative and other support areas. The construction cost was approximately$68 million dollars. AUTHORIZED FOR LOCAL REPRODUCTION 75 MANDATORY USE DATE OF FORM 6/2004 STANDARD FORM 330(1/2004)PAGE 1 E.RESUMES OF KEY PERSONNEL PROPOSED FOR THIS CONTRACT Com lete one Section E for each key person.) 12.NAME 13.ROLE IN THIS CONTRACT 14.YEARS EXPERIENCE Charles C. Gableman, P.E., LEED°A.P. Project Manager, Electrical Engineer a TOTAL b WITH CURRENT FIRM 26 26 15.FIRM NAME AND LOCATION(Cityand State) Johnson, Levinson, Ragan, Davila, Inc.,West Palm Beach, Florida 16.EDUCATION(DEGREEANDSPECIALIZATION) 17.CURRENT PROFESSIONAL REGISTRATION(STATEANDDISCIPLINE) Bachelor of Science Electrical Engineering Florida/Electrical Florida Atlantic University, 1993 18.OTHER PROFESSIONAL QUALIFICATIONS(Publications,Organizations,Training,Awards,etc.) Accredited under the Leadership in Energy and Environmental Design (LEED) Green Building Rating System SDPBC Design Standards Committee 2013-2016 19.RELEVANT PROJECTS (1)TITLE AND LOCATION(City and State) 2 YEAR COMPLETED Hollywood Hills High School PROFESSIONAL SERVICES CONSTRUCTION(if applicable) Hollywood, Florida 2007 (3)BRIEF DESCRIPTION(Brief scope,size,cost,etc.)AND SPECIFIC ROLE ✓Check if project performed with current firm a. Mr. Gableman served as the Electrical Engineer of Record for the electrical design for the concurrent replacement of this facility which includes a 2-story Admin./Lab building with staff, student and public restrooms in Phase I, and a second building comprised of two (2) resource rooms, a vocal classroom and band classroom to be constructed in Phase 11. The project cost is approximately$44 million. (1)TITLE AND LOCATION(City and State) 2 YEAR COMPLETED Royal Palm School PROFESSIONAL SERVICES CONSTRUCTION(if applicable) Lantana, Florida 2007 2009 b. (3)BRIEF DESCRIPTION(Brief scope,size,cost,etc.)AND SPECIFIC ROLE ✓Check if project performed with current firm Mr. Gableman served as the Electrical Engineer of Record for the design of the electrical systems in this new, 138,656 sq. ft. replacement school. The total construction cost is approximately$35 million. (1)TITLE AND LOCATION(City and State) 2 YEAR COMPLETED Santaluces High School Auditorium PROFESSIONAL SERVICES CONSTRUCTION(if applicable) West Palm Beach, Florida 2007 2008 c. (3)BRIEF DESCRIPTION(Brief scope,size,cost,etc.)AND SPECIFIC ROLE ✓Check if project performed with current firm Mr. Gableman served as the Electrical Engineer of Record for the electrical design of this new auditorium at the existing school. The total construction cost was $7 million. (1)TITLE AND LOCATION(City and State) 2 YEAR COMPLETED Spanish River High School Auditorium PROFESSIONAL SERVICES CONSTRUCTION(if applicable) Boca Raton, Florida 2007 2008 d (3)BRIEF DESCRIPTION(Brief scope,size,cost,etc.)AND SPECIFIC ROLE ✓Check if project performed with current firm Mr. Gableman served as the Electrical Engineer of Record for the design of this new, 42,000 sq. ft. Laboratory, classroom and office building at the Jupiter Campus of Florida Atlantic University. The project cost was approximately$10 million dollars. (1)TITLE AND LOCATION(City and State) 2 YEAR COMPLETED Stranahan High School PROFESSIONAL SERVICES CONSTRUCTION(if applicable) Hollywood, Florida 2007 (3)BRIEF DESCRIPTION(Brief scope,size,cost,etc.)AND SPECIFIC ROLE ✓Check if project performed with current firm e. Mr. Gableman served as the Electrical Engineer of Record for the electrical design for this concurrent replacement project. Phase I includes a new 3-story classroom building and PE facility. Phase II consists of remodeling Building 1 into 26 general classrooms and a 4 classroom addition. The project cost is approximately $76.2 million dollars. AUTHORIZED FOR LOCAL REPRODUCTION 76 MANDATORY USE DATE OF FORM 6/2004 STANDARD FORM 330(1/2004)PAGE 2 F. EXAMPLE PROJECTS WHICH BEST ILLUSTRATE PROPOSED TEAM'S 20.EXAMPLE PROJECT KEY NUMBER QUALIFICATIONS FOR THIS CONTRACT i• Complete one Section F for each project.) 21.TITLE AND LOCATION(CITYAND STATE) 22.YEAR COMPLETED Windermere Preparatory High School, Windermere,FL PROFESSIONAL CONSTRUCTION(IFAPPLICABLE) SERVICES 2012 2011 23. PROJECT OWNER'S INFORMATION A.PROJECT OWNER B.POINT OF CONTACT NAME C.POINT OF CONTACT TELEPHONE NUMBER Windermere Preparatory High School John McCall 407-340-9796 24.BRIEF DESCRIPTION OF PROJECT AND RELEVANCE TO THIS CONTRACT(INCLUDE SCOPE,SIZE,AND COST) PGAL provided architectural, interior design and engineering services for a new 2 story high school in a fast track design and construction timeframe. The new high school is 18,000 sf and includes 14 large classrooms,6 small classrooms,2 teacher workrooms,a large multi- purpose space,administration offices, conference room and support spaces. The project was completed in a design build delivery method. Construction Cost:2,350,000 iiL .•� �. ` II III •, \". -.-1 ui I _ ...• .. B•� Ili �IgVPI III IIIIIIItlIIIIIIIIIIIII1IIIIVIIIIIIIII1Nll1lllll1ll Illllllllilll 01 cull . IIIIICIII J[ IIIIIIII 1111111191111111111111ilmmilllllllll lilll[IIRIIIflIWlllllll9111111 Jk'Illll�lallllll�lllll III Ilhilll IF u ► +. I w!, a� 25.FIRMS FROM SECTION C INVOLVED WITH THIS PROJECT (1)FIRM NAME (2)FIRM LOCATION(CITY AND STATE) (3)ROLE a PGAL Boca Raton,FL Architecture,Planning, Interior Design &CA (1)FIRM NAME (2)FIRM LOCATION(CITY AND STATE) (3)ROLE b Johnson Structural Group Boca Raton,FL Structural Engineering (1)FIRM NAME (2)FIRM LOCATION(CITY AND STATE) (3)ROLE C. STANDARD FORM 330(REV.3/2013)PAGE 3 77 PGAL.COM F. EXAMPLE PROJECTS WHICH BEST ILLUSTRATE PROPOSED TEAM'S QUALIFICATIONS FOR THIS CONTRACT (Present as many projects as requested by the agency,or projects,if not specified. Complete one Section F for each project.) 21.TITLE AND LOCATION(CITYAND STATE) 22.YEAR COMPLETED Aventura Charter Elementary&Middle School,Aventura,FL PROFESSIONAL CONSTRUCTION(IFAPPLICABLE) SERVICES 2009 2009 23. PROJECT OWNER'S INFORMATION A.PROJECT OWNER B.POINT OF CONTACT NAME C.POINT OF CONTACT TELEPHONE NUMBER Eric Soroka 305-466-8942 City of Aventura 24.BRIEF DESCRIPTION OF PROJECTAND RELEVANCE TO THIS CONTRACT(INCLUDE SCOPE,SIZE,AND COST) Working with an extremely tight budget and schedule, PGAL quickly designed these two 2-story 13,000 sf elementary and middle school classroom additions. Located directly on the bay,adjacent to the City's Cultural Arts Center,also designed by PGAL,the concept needed to address safety and security issues for students and a constricted site within which to build.The tilt wall buildings blend seamlessly with the existing school and are interlinked by covered walkways. The project was completed in a design build delivery method with Kaufman Lynn Construction. Construction Cost:$1,500,000.00 MIDDLE SCHOOL WING 8 �� 11 W �1f y 11 11 11 II �r ' II 11 11 11 1 ' �_IIIIIIIII�III�I II�II����Ilfl - 25.FIRMS FROM SECTION C INVOLVED WITH THIS PROJECT (1)FIRM NAME (2)FIRM LOCATION(CITYAND STATE) (3)ROLE a PGAL Boca Raton,FL Architecture,Planning, Interior Design &CA (1)FIRM NAME (2)FIRM LOCATION(CITYAND STATE) (3)ROLE b JLRD West Palm Beach, FL MEP/FP/IT/Security (1)FIRM NAME (2)FIRM LOCATION(CITYAND STATE) (3)ROLE Stc. Johnson Structural Group Boca Raton,FL Structural Engineering STANDARD FORM 330(REV.3/2013)PAGE 3 78 PGAL.COM F. EXAMPLE PROJECTS WHICH BEST ILLUSTRATE PROPOSED TEAM'S 20.EXAMPLE PROJECT KEY NUMBER QUALIFICATIONS FOR THIS CONTRACT (Present as manyprojects as requested by the agency,or projects,ifnot specified. Complete one Section F for each project.) in 21.TITLE AND LOCATION(CITYAND STATE) 22.YEAR COMPLETED North Broward Preparatory School Global Wellness Center&Site PROFESSIONAL CONSTRUCTION(IFAPPLICABLE) Redevelopment, Coconut Creek,FL SERVICES 2017 2015 23. PROJECT OWNER'S INFORMATION A.PROJECT OWNER B.POINT OF CONTACT NAME C.POINT OF CONTACT TELEPHONE NUMBER North Broward Preparatory School John Lehman 954-247-0011 24.BRIEF DESCRIPTION OF PROJECTAND RELEVANCE TO THIS CONTRACT(INCLUDE SCOPE,SIZE,AND COST) PGAL provided architectural, interior design and engineering services for the North Broward Preparatory School Global Wellness Center located in Coconut Creek Florida. The project included redevelopment of 14.5 acres on the west side of the campus. Relocation and separate bus loop for drop-off& pickup. Consolidated parking spaces. A guard booth and barrier arms at both the north and south entrances. New fences along the west side of the campus. New dedicated on-campus fire lanes and a relocated baseball and softball fields. The Global Wellness Center included a new 2 story, 46,000 sf building that provided new program space for the existing campus student body. Elements of the building include a new state-of-the-art gymnasium which houses 2 practice courts and 1 main court. 7 locker rooms. A 3,000 sf Weight Room with Trainers office. A Dance and Yoga studio. 10 large classrooms and administrative offices and a full service concession stand. Construction Cost: $14,000,000.00 lowi AL mom ) 1 25.FIRMS FROM SECTION C INVOLVED WITH THIS PROJECT (1)FIRM NAME (2)FIRM LOCATION(CITYAND STATE) (3)ROLE a PGAL Boca Raton,FL Architecture,Planning, Interior Design& CA (1)FIRM NAME (2)FIRM LOCATION(CITYAND STATE) (3)ROLE b Kimley Horn&Associates Delray Beach,FL Civil Engineering, Environmental&Traffic Engineering (1)FIRM NAME (2)FIRM LOCATION(CITYAND STATE) (3)ROLE C. STANDARD FORM 330(REV 3/2013)PAGE 3 79 PGAL.COM F. EXAMPLE PROJECTS WHICH BEST ILLUSTRATE PROPOSED TEAM'S 20.EXAMPLE PROJECT KEY NUMBER QUALIFICATIONS FOR THIS CONTRACT (Present as manyprojects as requested by the agency,or projects,ifrot specified. Complete one Section F for each project.) 21.TITLE AND LOCATION(CITYAND STATE) 22.YEAR COMPLETED Santaluces High School,Lantana,FL PROFESSIONAL CONSTRUCTION(IF APPLICABLE) SERVICES 2007 2005 23. PROJECT OWNER'S INFORMATION A.PROJECT OWNER B.POINT OF CONTACT NAME C.POINT OF CONTACT TELEPHONE NUMBER School District of Palm Beach County Glenn Armbruster 561.882.1918 24.BRIEF DESCRIPTION OF PROJECTAND RELEVANCE TO THIS CONTRACT(INCLUDE SCOPE,SIZE,AND COST) This 30,000 sf modernization program was designed to enhance four academies and was completed in two phases to keep the school fully operational. PGAL's design provided state-of-the-art culinary and music academies,as well as a district prototype for a Visual Arts Academy to support their use of cutting-edge technology,and the Early Education Academy with district standard"working classrooms. Construction Cost: $4,558,750.00 I L '. •PIP on kk ■ r - _rr 4 25.FIRMS FROM SECTION C INVOLVED WITH THIS PROJECT (1)FIRM NAME (2)FIRM LOCATION(CITY AND STATE) (3)ROLE a PGAL Boca Raton,FL Architecture,Planning, Interior Design& CA (1)FIRM NAME (2)FIRM LOCATION(CITY AND STATE) (3)ROLE b JLRD West Palm Beach,FL MEP/FP STANDARD FORM 330(REV.3/2013)PAGE 3 80 PGAL.COM F. EXAMPLE PROJECTS WHICH BEST ILLUSTRATE PROPOSED TEAM'S 20.EXAMPLE PROJECT KEY NUMBER QUALIFICATIONS FOR THIS CONTRACT (Present as manyprojects as requested by the agency,or projects,itnot specified. Complete one Section F for each project.) 1 21.TITLE AND LOCATION(CITYAND STATE) 22.YEAR COMPLETED Boca Raton Community High School,Boca Raton,FL PROFESSIONAL CONSTRUCTION(IFAPPLICABLE) SERVICES 2004 2003 23. PROJECT OWNER'S INFORMATION A.PROJECT OWNER B.POINT OF CONTACT NAME C.POINT OF CONTACT TELEPHONE NUMBER Palm Beach County School District Kristin Garrison 561-434-8000 x4820 24.BRIEF DESCRIPTION OF PROJECTAND RELEVANCE TO THIS CONTRACT(INCLUDE SCOPE,SIZE,AND COST) Boca Raton Community High School was designed as a replacement school to the existing campus, built in 1964. The site challenges included working on an active campus and incorporating the existing science building into the secure courtyard prototype concept. The facility contains: 2,101 student stations; 850-seat auditorium with attached scene shop and drama classroom; 833-seat cafeteria; Gymnasium with full athletic fields on site;Administrative suite with a careers room in the guidance area Career Education Components include: Drafting lab, construction academy, marketing lab, business academy, nursing academy, culinary arts academy, engineering technology, early education, communications technology and JROTC. Construction Cost:41,264,956 Individual Experience for Sam Ferreri and Beth Cowan r- T HOCA RATOCOMMUNITY HIGH SCHOOL loon OMNI _ I 25.FIRMS FROM SECTION C INVOLVED WITH THIS PROJECT (1)FIRM NAME (2)FIRM LOCATION(CITY AND STATE) (3)ROLE a. (1)FIRM NAME (2)FIRM LOCATION(CITY AND STATE) (3)ROLE b. (1)FIRM NAME (2)FIRM LOCATION(CITY AND STATE) (3)ROLE C. STANDARD FORM 330(REV.3/2013)PAGE 3 gj PGAL.COM F. EXAMPLE PROJECTS WHICH BEST ILLUSTRATE PROPOSED TEAM'S 20.EXAMPLE PROJECT KEY NUMBER QUALIFICATIONS O. THIS CONTRACT (Present as manyprojects as requested by the agency,or projects,ifnot specified. Complete one Section F for each project.) 21.TITLE AND LOCATION(CITYAND STATE) 22.YEAR COMPLETED Plantation High School Phased Renovations,Plantation FL PROFESSIONAL CONSTRUCTION(IFAPPLICABLE) SERVICES 2003 2000 23. PROJECT OWNER'S INFORMATION A.PROJECT OWNER B.POINT OF CONTACT NAME C.POINT OF CONTACT TELEPHONE NUMBER School Board of Broward County Leo Bobadilla 754-321-2617 24.BRIEF DESCRIPTION OF PROJECT AND RELEVANCE TO THIS CONTRACT(INCLUDE SCOPE, SIZE,AND COST) Originally constructed in 1963, Plantation High School needed updates and adjustments for areas used by both the traditional high school program and the growing adult community school. The program included renovations to Building 3, which contains the music department, athletic department, and vocational and technical classrooms. PGAL remodeled the vocal music and band classrooms, and provided support spaces for each function, including practice and storage rooms. PGAL also renovated the physical education area with specialized weight and dance rooms, a new gymnasium, and support spaces such as locker rooms, dressing rooms, and custodial functions. The redesigned vocational and technical area contains classrooms for graphics and drafting programs, with updated laboratory, material storage areas, and mechanical spaces. PGAL completed the project despite a number of constraints, including existing facilities on three sides of Building 3, new construction to the north, and the existing chilled water system routed through the building. With school in session during construction, PGAL kept the school fully operational, providing clear and safe circulation and allowing for the monitoring of Plantation High's student body. Features Include: 1.Remodeling of the vocal music classroom, the band classroom, and provision of related support spaces 2.Physical education area renovations 3.Redesigned vocational and technical area with updated laboratory, material storage areas, and mechanical spaces Construction Cost: $5,800,000.00 I r "N Plana....H.gM1 drool - H I Grog IL;— i 1: 25.FIRMS FROM SECTION C INVOLVED WITH THIS PROJECT (1)FIRM NAME (2)FIRM LOCATION(CITYAND STATE) (3)ROLE a PGAL Boca Raton,Florida Architecture,Planning, Interior Design& CA (1)FIRM NAME (2)FIRM LOCATION(CITYAND STATE) (3)ROLE b. STANDARD FORM 330(REV 3/2013)PAGE 3 82 PGAL.COM F. EXAMPLE PROJECTS WHICH BEST ILLUSTRATE PROPOSED TEAM'S 20.EXAMPLE PROJECT KEY NUMBER QUALIFICATIONS FOR THIS CONTRACT (R,esent as manyprojects as requested by the agency,or projects,ifnot specified. Complete one Section F for each project.) 1 21.TITLE AND LOCATION(CITYAND STATE) 22.YEAR COMPLETED Aventura Cultural Arts Center,Aventura FL PROFESSIONAL CONSTRUCTION(IFAPPLICABLE) SERVICES 2010 2009 23. PROJECT OWNER'S INFORMATION A.PROJECT OWNER B.POINT OF CONTACT NAME C.POINT OF CONTACT TELEPHONE NUMBER City of Aventura Eric Soroka 305-466-8942 24.BRIEF DESCRIPTION OF PROJECTAND RELEVANCE TO THIS CONTRACT(INCLUDE SCOPE,SIZE,AND COST) A literal sculpture on the bay in this upscale waterfront community,this 14,864 sf, 320-seat performing arts facility designed by PGAL showcases presentations of acoustic and amplified music events,dance,off-Broadway shows,oratory and video projection for all age groups.The traditional proscenium theatre features an elegant lobby with ticket box office and cafe,backstage support and administrative space.The lobby's unique terrazzo floor is a piece of art unto itself.The vision of a local artist,the design reflects the beauty of Atlantic waters with its vital aquatic life.The lobby is entirely enclosed by a floor-to-ceiling glass wall,which creates a spectacular waterfront view for the enjoyment of visitors before and after performances. It also offers a sublime connection with the surrounding boat traffic,giving the passersby a chance to enjoy a view from the outside in.The organic formed lobby,curved roof and a range of blue tones on facades enhance the relationship between the bay and the building.The front entry features a porte-cochere which provides an elegant transition to the promenade which guides patrons to the main entrance. Its canopy is supported by modern sculptured columns,where lighting plays a dramatic role at night.An inviting open plaza connected with Baywalk, is an integral element to the city's urban fabric. The outdoor plaza provides the perfect stage for plays, music events and other live performances,as well as a venue for art expositions. LEED Silver Certified Construction Cost: $7,000,000.00 .s •I I� E 25.FIRMS FROM SECTION C INVOLVED WITH THIS PROJECT (1)FIRM NAME (2)FIRM LOCATION(CITY AND STATE) (3)ROLE a PGAL Boca Raton,FL Architecture,Planning, Interior Design& CA (1)FIRM NAME (2)FIRM LOCATION(CITY AND STATE) (3)ROLE b JLRD West Palm Beach, FL MEP/FP/IT/Security STANDARD FORM 330(REV.3/2013)PAGE 3 83 PGAL.COM F. EXAMPLE PROJECTS WHICH BEST ILLUSTRATE PROPOSED TEAM'S 20.EXAMPLE PROJECT KEY NUMBER QUALIFICATIONS FOR THIS CONTRACT (Present as manyprojects as requested by the agency,or projects,ifnot specified. Complete one Section F for each project.) 21.TITLE AND LOCATION(CITYAND STATE) 22.YEAR COMPLETED Aventura Government Center Parking Garage&Police Facility,Aventura FL PROFESSIONAL CONSTRUCTION(IFAPPLICABLE) SERVICES 2013 201 23. PROJECT OWNER'S INFORMATION A.PROJECT OWNER B.POINT OF CONTACT NAME C.POINT OF CONTACT TELEPHONE NUMBER City of Aventura Eric Soroka 305-466-8942 24.BRIEF DESCRIPTION OF PROJECTAND RELEVANCE TO THIS CONTRACT(INCLUDE SCOPE,SIZE,AND COST) PGAL designed a 208-space, three-story open-air precast parking garage that displaces an existing surface lot, providing much-needed parking for the Aventura Government Center. The entire ground floor is dedicated to the Aventura Police Department, which is secured by a card access system and overhead coiling grilles to prevent public access. The ground floor also includes an area for fueling and equipping police vehicles. The upper two levels are for city staff and visitors. The architecture for the project complements the existing government center. The stairwells and elevator are enclosed by a glass curtainwall system that matches the adjacent building, and the precast color reveals and patterns complement the adjacent building base. PGAL constructed the facility on a tight site with minimal staging available to the contractor. Existing soil conditions and the flood zone location also presented challenges, which PGAL overcame through careful planning and design. Features Include: 1.208-space, three-story open-air precast parking garage 2.Secured facilities forAventura Police Department 3.Architecture that complements the existing government center a 25.FIRMS FROM SECTION C INVOLVED WITH THIS PROJECT (1)FIRM NAME (2)FIRM LOCATION(CITY AND STATE) (3)ROLE a PGAL Boca Raton,FL Architecture,Planning, Interior Design& CA (1)FIRM NAME (2)FIRM LOCATION(CITY AND STATE) (3)ROLE b. STANDARD FORM 330(REV.3/2013)PAGE 3 84 PGAL.COM F. EXAMPLE PROJECTS WHICH BEST ILLUSTRATE PROPOSED TEAM'S 20.EXAMPLE PROJECT KEY NUMBER QUALIFICATIONS FOR THIS CONTRACT (Presentas manyprojects as requested bythe agency,or i• Complete one Section F for each project.) 21.TITLE AND LOCATION(CITYAND STATE) 22.YEAR COMPLETED Seminole Trails Elementary School, West Palm Beach,FL PROFESSIONAL CONSTRUCTION(IFAPPLICABLE) SERVICES 2010 2010 23. PROJECT OWNER'S INFORMATION A.PROJECT OWNER B.POINT OF CONTACT NAME C.POINT OF CONTACT TELEPHONE NUMBER Palm Beach County School District Glen Armbruster 561.882.1918 24.BRIEF DESCRIPTION OF PROJECTAND RELEVANCE TO THIS CONTRACT(INCLUDE SCOPE,SIZE,AND COST) PGAL's education team worked closely with school administration and facilities staff to meet every project objective, including respecting the character of the existing school's design. The project includes a 53,190-square-foot renovation and 452-student station addition. PGAL improved the school's congested pick-up and drop-off area by providing a larger loop,a 34-car parking area for pre-kindergarten parents,and a turn lane that eases traffic on the surrounding roadways.A rerouted storm drainage improvement plan solved the school's existing flooding issues. PGAL provided site and phasing plans to maintain school operations and keep students safe during construction. Features Include: 1.53,190-square-foot renovation and 452-student station addition 2.Improved pick-up and drop-off areas 3.Rerouted storm drainage improvement plan Construction Cost: $10,900,000.00 1 25.FIRMS FROM SECTION C INVOLVED WITH THIS PROJECT (1)FIRM NAME (2)FIRM LOCATION(CITYAND STATE) (3)ROLE a PGAL Boca Raton,FL Architecture,Planning, Interior Design &CA (1)FIRM NAME (2)FIRM LOCATION(CITYAND STATE) (3)ROLE b. JLRD West Palm Beach, FL MEP/FP (1)FIRM NAME (2)FIRM LOCATION(CITYAND STATE) (3)ROLE C. Johnson Structural Group Boca Raton,FL Structural Engineering STANDARD FORM 330(REV 3/2013)PAGE 3 85 PGAL.COM F. EXAMPLE PROJECTS WHICH BEST ILLUSTRATE PROPOSED TEAM'S 20.EXAMPLE PROJECT KEY NUMBER QUALIFICATIONS FOR THIS CONTRACT1 (Present as manyprojects as requested by the agency,or projects,ifnot specified. Complete one Section F for each project.) 21.TITLE AND LOCATION(CITYAND STATE) 22.YEAR COMPLETED McArthur High School Phased Replacement,Hollywood,FL PROFESSIONAL CONSTRUCTION(IFAPPLICABLE) SERVICES 2004 23. PROJECT OWNER'S INFORMATION A.PROJECT OWNER B.POINT OF CONTACT NAME C.POINT OF CONTACT TELEPHONE NUMBER Broward County School District Leo Bobadilla 754-321-2617 24.BRIEF DESCRIPTION OF PROJECTAND RELEVANCE TO THIS CONTRACT(INCLUDE SCOPE,SIZE,AND COST) PGAL updated McArthur High School's 48-year-old campus,providing unification and modernization of the site,extensive utility infrastructure upgrades,and new site circulation patterns—all while maintaining the safety and security of an operational school. This highly complex replacement and modernization program began with an extensive master plan and Castaldi Analysis.After working with the school to establish priorities, PGAL divided the program into three phases in order to keep the school fully up and running. Phase I included a three-story building with 35 classrooms and four skills labs,a new music building and locker building,and the renovation of an existing JROTC area. PGAL provided cooling towers and chillers in a new physical plant to better support new and existing facilities. In Phase 11, PGAL constructed a two-story building with 20 classrooms,an ESE classroom with"daily living"skills lab,a new TV production studio,plus a classroom and multipurpose room. Phase III included brightly designed boys'and girls'locker rooms with a central PE coach's office and a weightlifting room,as well as an academic quad and front entrance for the campus.This phase also upgraded the school's outdoor competition pool,complete with bleacher seating. Features Include: 1.Three-story building with 35 classrooms and four skills labs,plus a new music building and locker building 2.Two-story building with 20 classrooms,an ESE classroom with"daily living"skills lab,a new TV production studio,classroom,and multipurpose room 31ocker rooms with a central PE coach's office,weightlifting room,academic quad and front entrance for the campus,and upgrades to the outdoor competition pool Construction Cost: $19,400,000.00 25.FIRMS FROM SECTION C INVOLVED WITH THIS PROJECT (1)FIRM NAME (2)FIRM LOCATION(CITY AND STATE) (3)ROLE a PGAL Architecture,Planning, Interior Design& Boca Raton,FL CA (1)FIRM NAME (2)FIRM LOCATION(CITY AND STATE) (3)ROLE b. (1)FIRM NAME (2)FIRM LOCATION(CITY AND STATE) (3)ROLE C. STANDARD FORM 330(REV.3/2013)PAGE 3 86 PGAL.COM G. KEY PERSONNEL • PROJECTS EXAMPLE28. '• SECTION • NAMES OF • ROLE IN THIS CONTRACT (Fill in"Example Projects Key"section below before completing table. , (From Section E,Block 12) (From Section E,Block 13) — • • � Ian Nestler Principal In Charge X X X X X X X X X Sam Ferreri Project Manager X X Kari Botek LEED Administrator X X X X X X X X Rodney Crockett Project Architect X X X X X X X X Angela Guthrie Project Coordinator X X X X X X X X Beth Cown Interior Designer X X Mark Johnson Structural Engineer X X X Michael Schwartz Civil Engineer X Eric Greene Project Engineer X Adrian Dabkowski Traffic Engineer X Tricia Richter Landscape Architect X Brady Walker Environmental Biologist X Mike Linden Mechanical Engineer X X X X Check Gaelman Electrical/FP Engineer X X X X 29. EXAMPLE PROJECTS KEY NO. TITLE OF EXAMPLE PROJECT NO. TITLE OF EXAMPLE PROJECT 1 Windermerre Preparatory High School 6 -11antation High School 2 Aventura Charter Elementary& Middle School 7 Aventura Cultural Arts Center 3 NBPS Global Wellness Center 8 Aventura Gov't Ctr PG & Police Facility 4 Santaluces High School 9 Seminole Trails Elementary School 5 Boca Raton High School* (Individual Experience) 10 McArthur High School 87 AUTHORIZED FOR LOCAL REPRODUCTION STANDARD FORM 330(REV.3/2013)PAGE 4 PGAL.COM H.ADDITIONAL •' • 30.PROVIDE ANY ADDITIONAL INFORMATION REQUESTED BY THE AGENCY.ATTACH ADDITIONAL SHEETS AS NEEDED AUTHORIZED1. The foregoing 32. UAIL 31.SIGNATURE 7/14/17 33.NAME AND TITLE Ian A. Nestler,AIA/Principal 88 AUTHORIZED FOR LOCAL REPRODUCTION STANDARD FORM 330(REV.3/2013)PAGE 5 PGAL.COM pvSOLICITATION NUMBER � p �2CMFRFQ#17-07-24-2 PART II -GENERAL QUALIFICATIONS (If a firm has branch offices,complete for each specific branch office seeking work.) 2A.FIRM(OR BRANCH OFFICE)NAME 3.YEAR ESTABLISHED4.DUNS NUMBER Pierce Goodwin Alexander and Linville, Inc. 1946 1-078-6135 2B.STREET 5. OWNERSHIP 791 Park of Commerce Blvd., Suite 400 A.TYPE 2C.CITY 2D.STATE 2E.ZIP CODE Corporation Boca Raton FL 33487 B.SMALL BUSINESS STATUS 6A.POINT OF CONTACT NAME AND TITLE None Ian Nestler,AIA, LEED AP, Executive Vice President 7.NAME OF FIRM (IF BLOCK 2A ISABRANCH 6B.TELEPHONE NUMBER 6C.E-MAIL ADDRESS OFFICE) 561.988.4002 inestler@pgal.com PGAL 8A.FORMER FIRM NAME(S)(IFANY) 8B.YR.ESTABLISHED 8C.DUNS NUMBER Pierce 1946 Pierce + Pierce 1948 Pierce Goodwin Flanagan 1969 Pierce Goodwin Alexander 1975 Pierce Goodwin Alexander& Linville, Inc. 1989 9. EMPLOYEES BY DISCIPLINE 10. PROFILE OF FIRM'S EXPERIENCE AND ANNUAL AVERAGE REVENUE FOR LAST 5 YEARS c.No.of Employees c.Revenue a.Function a.Profile Index b. Discipline b.Experience Number Code (1)Firm (2)Branch Code (see below) 02 Administrative 32 3 A06 Airports:Terminals and Hangers 8 06 Architect 46 6 B01 Barracks; Dormitories 6 08 CADD Technician 3 6 B02 Bridges 4 12 Civil Engineer 10 0 C10 Commercial Bldgs; Shopping Ctrs 3 15 Construction Inspector 1 1 C11 Community Facilities 3 16 Construction Manager 2 0 E02 Educational Facilities; Classrooms 6 37 Interior Designer 6 2 G01 Garages; Vehicle Maintenance Facs. 6 47 Planners (Urban/Regional 1 0 H07 Highways; Streets;Airfield Paving 2 57 Structural Engineer 1 0 H08 Historical Preservation 3 60 Tran oration Engineer 3 0 H09 Hospital &Medical Facilities 4 Other-Designer 76 13 105 Interior Design; Space Planning 3 Other-EIT 5 J01 Judicial and Courtroom Facilities 5 L04 Libraries; Museums; Galleries 2 001 Office Buildings; Industrial Parks 6 P06 Planning Site Installation Promect 2 P13 Public Safety Buildings 6 R04 Recreational Facilities Parks Marinas 4 R08 Research Facilities 2 Total 186 31 11.ANNUALAVERAGE PROFESSIONAL SERVICES REVENUES OF FIRM PROFESSIONAL SERVICES REVENUE INDEX NUMBER FOR LAST 3 YEARS (Insert revenue index number shown at right) 1. Less than$100,000. 6. $2 million to less than$5 million 2. $100,00 to less than$250,000 7. $5 million to less than$10 million a. Federal Work 0 3. $250,000 to less than$500,000 8. $10 million to less than$25 million b. Non-Federal Work 10 4. $500,000 to less than$1 million 9. $25 million to less than$50 million 5. $1 million to less than$2 million 10. $50 million or greater c.Total Work 10 12.AUTHORIZED REPRESENTATIVE The foregoing is a statement of facts. B.DATE a� July 17, 2017 C.NAME AND TITLE Ian Nestler,AIA LEED AP, Executive Vice President 89 AUTHORIZED FOR LOCAL REPRODUCTION STANDARD FORM 330(REV.3/2013)PAGE 6 PGAL.COM 1.SOLICITATION NUMBER (Ifany) ARCHITECT-ENGINEER QUALIFICATIONS PART II - GENERAL QUALIFICATIONS (If a firm has branch offices, complete for each specific branch office seeking work.) 2a. FIRM(OR BRANCH OFFICE)NAME 3.YEAR ESTABLISHED 4.DUNS NUMBER Johnson Structural Group, Inc. 1998 111108010 2b.STREET 5. OWNERSHIP 3500 NW Boca Raton Blvd. Suite 618 a.TYPE 2c.CITY 2d.STATE 2e.ZIP CODE Corporation Boca Raton FL 33431 b.SMALL BUSINESS STATUS 6a.POINT OF CONTACT NAME AND TITLE SBE Judy Johnson CEO 7.NAME OF FIRM (Ifblock2a is a branch office) 6b.TELEPHONE NUMBER 6c.E-MAIL ADDRESS 561-982-8999 �judyj@johnsonstructural.com 8a. FORMER FIRM NAME(S) (If any) 8b.YR. ESTABLISHED 8c. DUNS NUMBER N/A 9. EMPLOYEES BY DISCIPLINE 10. PROFILE OF FIRM'S EXPERIENCE AND ANNUAL AVERAGE REVENUE FOR LAST 5 YEARS a. Function b. Discipline c. No.of Employees a. Profile b. Experience c RevenueNumberndex Code (1)FIRM (2)BRANCH Code see below 57 Structural Engineer 4 S09 Design of Commercial Structures 4 08 CADD Technician 1 02 Administrative 1 Other Employees Total 6 11.ANNUAL AVERAGE PROFESSIONAL PROFESSIONAL SERVICES REVENUE INDEX NUMBER SERVICES REVENUES OF FIRM FOR LAST 3 YEARS 1. Less than $100,000 6. $2 million to less than $5 million (Insert revenue index number shown at right) 2. $100,00 to less than $250,000 7. $5 million to less than $10 million a. Federal Work 0 3. $250,000 to less than $500,000 8. $10 million to less than $25 million b. Non-Federal Work 4 4. $500,000 to less than $1 million 9. $25 million to less than $50 million c. Total Work 4 5. $1 million to less than $2 million 10. $50 million or greater 12.AUTHORIZED REPRESENTATIVE The foregoing is a statement of facts. a.SIGNATURE b.DATE 06/05/2017 c.NAME AND TITLE Judy Johnson CEO AUTHORIZED FOR LOCAL REPRODUCTION STANDARD FORM 330(6/2004)P�AOGE 6 1. SOLICITATION NUMBER(Ifany) ARCHITECT- ENGINEER QUALIFICATIONS PART II —GENERAL QUALIFICATIONS (If a firm has branch offices, complete for each specific branch office seeking work.) 2a. FIRM(OR BRANCH OFFICE)NAME 3.YEAR ESTABLISHED 4. DUNS NUMBER Kimley-Horn and Associates, Inc. 2007 061099131 21b. STREET 5. OWNERSHIP 1615 S. Congress Ave.,Suite 201 a.TYPE 2c. CITY 2d. STATE 2e. ZIP CODE Corporation Delray Beach FL 33445 b.SMALL BUSINESS STATUS No 6a. POINT OF CONTACT NAME AND TITLE Michael F.Schwartz, P.E. Project Manager 7. NAME OF FIRM(Ifblock 2a is a branch office) APHC, Inc. 61b. TELEPHONE NUMBER 6c. E-MAIL ADDRESS (561)330-2345 mike.schwartz@kimley-horn.com 8a.FORMER FIRM NAMES)(Ifany) 81b.YR.ESTABLISHED 8c.DUNS NUMBER 9. EMPLOYEES BY DISCIPLINE 10. PROFILE OF FIRM'S EXPERIENCE AND ANNUAL AVERAGE REVENUE FOR LAST 5 YEARS a.Function c.No.of Employees a.Profile c.Revenue Code b.Discipline (1)FIRM (2)BRANCF Code b.Experience Index Number (see below) 02 Administrative 219 2 A05 Airports; Navaids;Airport Lighting;Aircraft 4 12 Civil Engineers 955 22 A06 Airports;Terminals;&Hangars; Freight 4 15 Construction Inspectors 14 2 C08 Codes; Standards; Ordinances 1 63 Design Technicians 67 1 C10 Commercial Building;(low rise); Shopping 4 47 Planners: Urban/Regional 58 1 C11 Community Facilities 1 48 Project Managers 178 3 C12 Communications Systems;TV; Microwave 2 60 Transportation Engineers 271 7 E04 Electronics 4 G01 Garages;Vehicle Maintenance Facilities; 3 H07 Highways; Streets;Airfield Paving; Parking 4 H10 Hotels; Motels 1 H11 Housing(Residential, Multifamily, 3 104 Intelligent Transportation Systems 4 L03 Landscape Architecture 2 001 Office Building; Industrial Parks 1 P05 Planning(Community; Regional;Areawide& 2 P06 Planning(Site, Installation and Project) 2 R03 Railroad and Rapid Transit 5 R04 Recreational Facilities(Parks; Marinas;etc.) 3 S13 Stormwater Handling&Facilities 2 T03 Traffic&Transportation Engineering 5 Other Employees 1060 1 0 UO2 Urban Renewals; Community Development 1 Total 2822 1 52 W02 Water Resources; Hydrology; Ground Water 2 11.ANNUAL AVERAGE PROFESSIONAL SERVICES PROFESSIONAL SERVICES REVENUE INDEX NUMBER REVENUES OF FIRM FOR LAST 3 YEARS 1. Less than$100,000 6. $2 million to less than$5 million (Insert revenue index number shown at right) 2. $100,000 to less than$250,000 7. $5 million to less than$10 million a.Federal Work 1 3. $250,000 to less than$500,000 8. $10 million to less than$25 million 4. $500,000 to less than$1 million 9. $25 million to less than$50 million b.Non-Federal Work 6 5. $1 million to less than$2 million 10.$50 million or greater c.Total Work 6 12.AUTHORIZED REPRESENTATIVE The foregoing is a statement of facts. a. SIGNATURE b. DATE 07/06/2017 c. NAME AND TITLE David W. Walthall, Vice President AUTHORIZED FOR LOCAL REPRODUCTION STANDARD FORM 330(REV.3/2013) 91 1. SOLICITATION NUMBER(Ifany) ARCHITECT- ENGINEER QUALIFICATIONS PART II —GENERAL QUALIFICATIONS (If a firm has branch offices, complete for each specific branch office seeking work.) 2a. FIRM(OR BRANCH OFFICE)NAME 3.YEAR ESTABLISHED 5. DUNS NUMBER Kimley-Horn and Associates, Inc. 1968 061099131 21b. STREET 5. OWNERSHIP 1920 Wekiva Way,Suite 200 a.TYPE 2c. CITY 2d. STATE 2e. ZIP CODE Corporation West Palm Beach FL 33411 b.SMALL BUSINESS STATUS No 6a. POINT OF CONTACT NAME AND TITLE Tricia C. Richter, PLA, Landscape Architect 7. NAME OF FIRM(Ifblock 2a is a branch office) APHC, Inc. 61b. TELEPHONE NUMBER 6c. E-MAIL ADDRESS (561)840-0665 tricia.richter@kimley-horn.com 8a.FORMER FIRM NAMES)(Ifany) 81b.YR.ESTABLISHED 8c.DUNS NUMBER 9. EMPLOYEES BY DISCIPLINE 10. PROFILE OF FIRM'S EXPERIENCE AND ANNUAL AVERAGE REVENUE FOR LAST 5 YEARS a.Function c.No.of Employees a.Profile c.Revenue Code b.Discipline (1)FIRM (2)BRANCF Code b.Experience Index Number (see below) 02 Administrative 219 21 E02 Educational Facilities; Classrooms 1 08 CADD Technicians 100 5 A05 Airports; Navaids;Airport Lighting;Aircraft 1 12 Civil Engineers 955 29 H07 Highways; Streets;Airfield Paving; Parking 1 15 Construction Inspectors 14 1 104 Intelligent Transportation Systems 1 19 Ecologists 2 0 L03 Landscape Architecture 1 38 Land Surveyors 13 0 001 Office Building; Industrial Parks 1 42 Mechanical Engineers 8 6 P06 Planning(Site, Installation and Project) 4 47 Planners: Urban/Regional 57 0 R04 Recreational Facilities(Parks; Marinas;etc.) 5 48 Project Managers 188 10 C10 Commercial Building;(low rise); Shopping 1 57 Structural Engineers 61 3 S09 Structural Design; Special Structures 1 58 Technician/Analysts 243 1 6 S10 Surveying; Platting; Mapping; Flood Plain 1 60 Transportation Engineers 271 10 C15 Construction Management 2 T03 Traffic&Transportation Engineering 4 UO2 Urban Renewals; Community Development 1 W02 Water Resources; Hydrology; Ground Water 2 W03 Water Supply;Treatment and Distribution 1 E04 Electronics 1 E09 Environmental Impact Studies,Assessments 1 R11 Rivers Canals;Waterways; Flood Control 2 S07 Solid Wastes; Incineration; Landfill 1 Other Employees 691 34 R13 Roadway Design 6 Total 2822 1 125 C08 Codes; Standards; Ordinances 2 11.ANNUAL AVERAGE PROFESSIONAL SERVICES PROFESSIONAL SERVICES REVENUE INDEX NUMBER REVENUES OF FIRM FOR LAST 3 YEARS 1. Less than$100,000 6. $2 million to less than$5 million (Insert revenue index number shown at right) 2. $100,000 to less than$250,000 7. $5 million to less than$10 million a.Federal Work 3 3. $250,000 to less than$500,000 8. $10 million to less than$25 million 4. $500,000 to less than$1 million 9. $25 million to less than$50 million b.Non-Federal Work 8 5. $1 million to less than$2 million 10.$50 million or greater c.Total Work 8 12.AUTHORIZED REPRESENTATIVE The foregoing is a statement of facts. a. SIGNATURE c. DATE 07/06/2017 c. NAME AND TITLE David W. Walthall, Vice President AUTHORIZED FOR LOCAL REPRODUCTION STANDARD FORM 330(REV.3/2013) 92 ARCHITECT- ENGINEER QUALIFICATIONS 1. SOLICITATION NUMBER(Ifany) PART II —GENERAL QUALIFICATIONS (If a firm has branch offices, complete for each specific branch office seeking work.) 2a. FIRM(OR BRANCH OFFICE)NAME 3.YEAR ESTABLISHED 6. DUNS NUMBER Kimley-Horn and Associates, Inc. 1983 061099131 21b. STREET 5. OWNERSHIP 600 North Pine Island Road,Suite 450 a.TYPE 2c. CITY 2d. STATE 2e. ZIP CODE Corporation Plantation FL 33324 b.SMALL BUSINESS STATUS No 6a. POINT OF CONTACT NAME AND TITLE Adrian K. Dabkowski, P.E., Traffic Engineer 7. NAME OF FIRM(Ifblock 2a is a branch office) APHC, Inc. 61b. TELEPHONE NUMBER 6c. E-MAIL ADDRESS (954)535-5100 adrian.dabkowski@kimley-horn.com 8a.FORMER FIRM NAMES)(Ifany) 81b.YR.ESTABLISHED 8c.DUNS NUMBER 9. EMPLOYEES BY DISCIPLINE 10. PROFILE OF FIRM'S EXPERIENCE AND ANNUAL AVERAGE REVENUE FOR LAST 5 YEARS a.Function c.No.of Employees a.Profile c.Revenue Code b.Discipline (1)FIRM (2)BRANCF Code b.Experience Index Number (see below) 02 Administrative 219 2 A05 Airports; Navaids;Airport Lighting;Aircraft 4 12 Civil Engineers 955 22 A06 Airports;Terminals;&Hangars; Freight 4 15 Construction Inspectors 14 2 C08 Codes; Standards; Ordinances 1 63 Design Technicians 67 1 C10 Commercial Building; (low rise);Shopping 4 47 Planners: Urban/Regional 58 1 C11 Community Facilities 1 48 Project Managers 178 3 C12 Communications Systems;TV; Microwave 2 60 Transportation Engineers 271 7 E04 Electronics 4 G01 Garages;Vehicle Maintenance Facilities; 3 H07 Highways; Streets;Airfield Paving; Parking 4 H10 Hotels; Motels 1 H11 Housing(Residential, Multifamily, 3 104 Intelligent Transportation Systems 4 L03 Landscape Architecture 2 001 Office Building; Industrial Parks 1 P05 Planning(Community; Regional;Areawide& 2 P06 Planning(Site, Installation and Project) 2 R03 Railroad and Rapid Transit 5 R04 Recreational Facilities(Parks; Marinas;etc.) 3 S13 Stormwater Handling&Facilities 2 T03 Traffic&Transportation Engineering 5 Other Employees 1060 1 0 UO2 Urban Renewals; Community Development 1 1 Total 2822 1 52 W02 Water Resources; Hydrology; Ground Water 2 11.ANNUAL AVERAGE PROFESSIONAL SERVICES PROFESSIONAL SERVICES REVENUE INDEX NUMBER REVENUES OF FIRM FOR LAST 3 YEARS 1. Less than$100,000 6. $2 million to less than$5 million (Insert revenue index number shown at right) 2. $100,000 to less than$250,000 7. $5 million to less than$10 million a.Federal Work 1 3. $250,000 to less than$500,000 8. $10 million to less than$25 million 4. $500,000 to less than$1 million 9. $25 million to less than$50 million b.Non-Federal Work 8 5. $1 million to less than$2 million 10.$50 million or greater c.Total Work 8 12.AUTHORIZED REPRESENTATIVE The foregoing is a statement of facts. a. SIGNATURE d. DATE L F� 2/3/2017 c. NAME AND TITLE David W. Walthall, Vice President AUTHORIZED FOR LOCAL REPRODUCTION STANDARD FORM 330(REV.3/2013) 93 1 2• 1.SOLICITATION NUMBER(If any) PART II — GENERAL QUALIFICATIONS (If a firm has branch offices, complete for each specific branch office seeking work) 2a.FIRM(OR BRANCH OFFICE)NAME Johnson, Levinson, Ragan, Davila, Inc. 3.YEAR ESTABLISHED 4.DUNS NUMBER 2003 784955403 2b.STREET 5.OWNERSHIP 1450 Centrepark Blvd.,Suite 350 a.TYPE Corporation 2c.CITY 2d.STATE 2e.ZIP CODE b.SMALL BUSINESS STATUS West Palm Beach FL 33401 Small Business 6a. POINT OF CONTACT NAMN/AE AND TITLE 7.NAME OF FIRM(Ifblock 2a is a branch Charles C. Gableman, P.E.,President office) 6b.TELEPHONE NUMBER 6c.E-MAIL ADDRESS 561 689-2303 cgableman@jlrdinc.com 8a.FORMER FIRM NAMES (If any) 8b.YR ESTABLISHED 8c.DUNS NUMBER Johnson, Levinson &Associates, Inc. 1991 784955403 9.EMPLOYEES BY DISCIPLINE 10,PROFILE OF FIRM'S EXPERIENCE AND ANNUAL AVERAGE REVENUE FOR LAST 5 YEARS c.No.of Employees C. a Revenu Function b.Discipline a.Profile b.Experience e Index ( ) Code FIRM (2) Code p Number t BRANCH (see below) 02 Administrative 3 A08 Animal Facilities 1 08 CAD Technician 6 All Auditoriums &Theatres 2 21 Electrical Engineer 5 Al2 Automation; Controls; Instrumentation 1 42 Mechanical Engineer 4 C11 Community Facilities 2 Plumbing Designer 1 C13 Computer Facilities; Computer Service 1 Mechanical Designer 3 E02 Educational Facilities, Classrooms 8 Electrical Designer 4 E03 Electrical Studies and Design 5 IT Manager 1 E07 Energy Conservation; New Energy Sources 2 F02 Field Houses; Gyms; Stadiums 2 F03 Fire Protection 1 H04 Heating;Ventilating;Air Conditioning 5 H09 Hospitals& Medical Facilities 4 101 Industrial Buildings; Manufacturing Plants 4 L01 Laboratories; Medical Research Facilities 5 L04 Libraries; Museums; Galleries 1 L06 Lighting Exteriors; Streets; Memorials;Athletic Fields 1 M05 Military Design Standards 2 001 Office Buildings; Industrial Parks 2 P07 Plumbing & Piping Design 2 P13 Public Safety Facilities 1 Total 1 26 1 1 V01 I Value Analysis, Life-Cycle Costing 2 11. ANNUAL AVERAGE PROFESSIONAL PROFESSIONAL SERVICES REVENUE INDEX NUMBER SERVICES REVENUES OF FIRM FOR LAST 3 YEARS 1. Less than$100,000 6. $2 million to less than$5 million Insert revenue index number shown at right) 2, $100,000 to less than$250,000 7. $5 million to less than$10 million a.Federal Work 6 3. $250,000 to less than$500,000 8. $10 million to less than$25 million b.Non-Federal Work 4 4. $500,000 to less than$1 million 9. $25 million to less than$50 million c.Total Work 6 5. $1 million to less than$2 million 10. $50 million or greater 12.AUTHORIZED REPRESENT TIVE a foregoing is a statement of facts. a.51G b.DATE July 5,2017 c.NAME AND TITLE Charles C. Gableman, President 94 TM AIA Document A305 - 1986 Contractor's Qualification Statement The Undersigned certifies under oath that the information provided herein is true and sufficiently complete so as not to be misleading. SUBMITTED TO:City of Aventura ADDITIONS AND DELETIONS: The author of this document has ADDRESS: 19200 West Country Club Drive,Aventura,FL 33180 added information needed for its completion.The author may also SUBMITTED BY:Kaufman Lynn Construction have revised the text of the originalAIA standard form.An Additions and Deletions Report that notes added NAME:Douglas Simms information as well as revisions to the standard form text is available ADDRESS:4850 T-Rex Avenue,Suite 300,Boca Raton,FL 33431 from the author and should be reviewed.A vertical line in the left PRINCIPAL OFFICE:Yes margin of this document indicates where the author has added [X] Corporation necessary information and where [ ] Partnership the author has added to or deleted [ ] Individual from the original AIA text. [ ] Joint Venture This document has important legal [ ] Other consequences.Consultation with an attorney is encouraged with respect NAME OF PROJECT: (if applicable) Aventura Charter High School to its completion or modification. TYPE OF WORK: (file separate form for each Classification of Work) This form is approved and recommended by the American [X] General Construction Institute of Architects(AIA)and The [ ] HVAC Associated General Contractors of [ America(AGC)for use in evaluating] Electrical the qualifications of contractors. No [ ] Plumbing endorsement of the submitting party [X ] Other: (Spec)Construction Management or verification of the information is §1 ORGANIZATION made by AIA or AGC. §1.1 How many years has your organization been in business as a Contractor?28 §1.2 How many years has your organization been in business under its present business name?6 §1.2.1 Under what other or former names has your organization operated? Kaufman Lynn,Inc.,General Contractors §1.3 If your organization is a corporation,answer the following: §1.3.1 Date of incorporation: 1/24/1989 §1.3.2 State of incorporation:Florida §1.3.3 President's name:Michael Kaufman §1.3.4 Vice-president's name(s) Chris Long,Frank White,Tim Bonczek,Ben Baffer, Sam Doggart §1.3.5 Secretary's name: Sharon Walling AIA Document A305Tm—1986.Copyright©1964,1969,1979 and 1986 byThe American Institute of Architects.All rights reserved.WARNING:This AIA® Document is protected by U.S.Copyright Law and International Treaties.Unauthorized reproduction or distribution of this AIA®Document,or any portion of it,may result in severe civil and criminal penalties,and will be prosecuted to the maximum extent possible under the law.This document was produced by AIA software at 09:36:36 on 07/13/2017 under Order No.4925100222 which expires on 07/10/2018,and is not for resale. User Notes: (3139ADA213) 95 §1.3.6 Treasurer's name:Douglas Simms §1.4 If your organization is a partnership,answer the following: §1.4.1 Date of organization:N/A §1.4.2 Type of partnership(if applicable):N/A §1.4.3 Name(s)of general partner(s) N/A §1.5 If your organization is individually owned,answer the following: §1.5.1 Date of organization:N/A §1.5.2 Name of owner: N/A §1.6 If the form of your organization is other than those listed above,describe it and name the principals: N/A §2 LICENSING §2.1 List jurisdictions and trade categories in which your organization is legally qualified to do business,and indicate registration or license numbers,if applicable. State of Florida General Contractor—CGC 021732 §2.2 List jurisdictions in which your organization's partnership or trade name is filed. State of Florida §3 EXPERIENCE §3.1 List the categories of work that your organization normally performs with its own forces. Construction Management,General Contracting §3.2 Claims and Suits. (If the answer to any of the questions below is yes,please attach details.) §3.2.1 Has your organization ever failed to complete any work awarded to it? No. §3.2.2 Are there any judgments,claims,arbitration proceedings or suits pending or outstanding against your organization or its officers? Please see attached. §3.2.3 Has your organization filed any law suits or requested arbitration with regard to construction contracts within the last five years? No. §3.3 Within the last five years,has any officer or principal of your organization ever been an officer or principal of another organization when it failed to complete a construction contract? (If the answer is yes,please attach details.) No §3.4 On a separate sheet,list major construction projects your organization has in progress,giving the name of project,owner,architect,contract amount,percent complete and scheduled completion date. AIA Document A305TM'—1986.Copyright©1964,1969,1979 and 1986 byThe American Institute of Architects.All rights reserved.WARNING:This AIA® Document is protected by U.S.Copyright Law and International Treaties.Unauthorized reproduction or distribution of this AIA' Document,or any 2 portion of it,may result in severe civil and criminal penalties,and will be prosecuted to the maximum extent possible under the law.This document was produced by AIA software at 09:36:36 on 07/13/2017 under Order No.4925100222 which expires on 07/10/2018,and is not for resale. User Notes: (3B9ADA2B) 96 See attached. §3.4.1 State total worth of work in progress and under contract: $540,649,697 total construction value;$248,808,578 active backlog as of 04/30/17 §3.5 On a separate sheet,list the major projects your organization has completed in the past five years,giving the name of project,owner,architect,contract amount,date of completion and percentage of the cost of the work performed with your own forces. See attached §3.5.1 State average annual amount of construction work performed during the past five years: $139,223,166 §3.6 On a separate sheet,list the construction experience and present commitments of the key individuals of your organization. See attached §4 REFERENCES §4.1 Trade References: see attached §4.2 Bank References: see attached §4.3 Surety: §4.3.1 Name of bonding company: Berkshire Hathaway Specialty Insurance Company §4.3.2 Name and address of agent: Brett Rosenhaus,4000 S.57th Avenue,Suite 201,Lake Worth,FL 33463 §5 FINANCING §5.1 Financial Statement. §5.1.1 Attach a financial statement,preferably audited,including your organization's latest balance sheet and income statement showing the following items: Current Assets(e.g.,cash,joint venture accounts,accounts receivable,notes receivable,accrued income, deposits,materials inventory and prepaid expenses); Net Fixed Assets; Other Assets; Current Liabilities(e.g.,accounts payable,notes payable,accrued expenses,provision for income taxes, advances,accrued salaries and accrued payroll taxes); Other Liabilities(e.g.,capital,capital stock,authorized and outstanding shares par values,earned surplus and retained earnings). Please see attached. AIA Document A306' —1986.Copyright©1964,1969,1979 and 1986 byThe American Institute of Architects.All rights reserved.WARNING:This AIA® Document is protected by U.S.Copyright Law and International Treaties.Unauthorized reproduction or distribution of this AIA®Document,or any 3 portion of it,may result in severe civil and criminal penalties,and will be prosecuted to the maximum extent possible under the law.This document was produced by AIA software at 09:36:36 on 07/13/2017 under Order No.4925100222 which expires on 07/10/2018,and is not for resale. User Notes: (369ADA213) 97 §5.1.2 Name and address of firm preparing attached financial statement,and date thereof: MARCUM LLP,6676 Westwood Boulevard,Suite 450,Orlando,FL 32821 §5.1.3 Is the attached financial statement for the identical organization named on page one? Yes §5.1.4 If not,explain the relationship and financial responsibility of the organization whose financial statement is provided(e.g.,parent-subsidiary). §5.2 Will the organization whose financial statement is attached act as guarantor of the contract for construction? Yes §6 SIGNATURE §6.1 Dated at this 13 th day of July 2017 Name of Organization:Kaufman Lynn Construction,Inc. By:Douglas Simms Title: CFO §6.2 M r. Simms being duly sworn deposes and says that the information provided herein is true and sufficiently complete so as not to be misleading. Subscribed and sworn before me this 13 th day of July 2017 t Not Public: My Commission Expires: MELINDA MORRIS *�c Notary Public-State of Florida ` Commission#FF 217096 FI0 My Comm.Expires Apr 5,2019 Bondedthrou j � ghNationalNotaryAssn. AIA Document A30511—1986.Copyright©1964,1969,1979 and 1986 byThe American Institute of Architects.All rights reserved.WARNING:This AIA® Document is protected by U.S.Copyright Law and International Treaties.Unauthorized reproduction or distribution of this AIA®Document,or any 4 portion of it,may result in severe civil and criminal penalties,and will be prosecuted to the maximum extent possible under the law.This document was produced by AIA software at 09:36:36 on 07/13/2017 under Order No.4925100222 which expires on 07/10/2018,and is not for resale. User Notes: (3139ADA213) 98 AIA 305 Attachmenti Litigation Kaufman Lynn Construction, Inc.focuses on resolving disputes during pre-suit stages. Because of Kaufman Lynn Construction, Incas commitment, its litigation history is minimal.As one of the largest construction companies headquartered in Florida,at any given time the company is faced with minor litigation or threats of litigation incidental to the construction Industry. No such claims, hearings,or other legal proceedings are considered material by Kaufman Lynn Construction, Inc. including its Chief Legal Officer and Chief Financial Officer.There has not been and there are no pending claims that might result in a loss of damages that would materially impact Kaufman Lynn Construction, Inc. or its principals,officers,directors,or shareholders. Further,there are nojudgments,claims, arbitration proceedings or suits against or filed by Kaufman Lynn Construction, Inc.that involve educational clients. Kaufman Lynn Construction, Inc. has not been involved in litigation or arbitration with a project owner regarding the performance of construction contract violations within the last five years. Type of I Incident Adverse Case Number Court Project Description of Status Incident Late/Date Filed State) Negligence 10/01/2013/ Marcia&Perry 50-2015-Ca- Palm Allegro Homeowners Pending (Ins Claim) 02/13/2015 Trechak 1798 Beach Senior Living Seeking Repairs Claim And County,FL To Home Alleging Defense Damage Greater Handled By Than$15,000 Insurer Purportedly Caused By Vibrations From Construction Final March 2016/ Minari 11-2017-Ca-846 Collier Moorings Subcontractor Various Payment May 18,2017 Cleaning County,FL Park Seeking Additional Claims Claim Services, Llc Funds(Less Than Dismissed $10,000) Beyond While Final Payment Change Under Theory Of Of Venue Quantum Meruit Motion Is Pending Final Dec 2016/ Trans 50-2017-Ca- Palm Residences Subcontractor Pending Payment May 10,2017 Florida 5263 Beach Of Fountain Seeking Retainage Settlement Claim Development County,FL Square (Less Than $15,000) Discussions Corp. Withheld By And Motion Kaufman Lynn To Arbitrate Construction For Outstanding Work And Repairs Forthe purposes of this response, Kaufman Lynn Construction, Inc. has not identified lawsuits which were resolved before an Answer was filed, because, among other reasons and in many instances certain parties filed claims to preserve their rights pending discussions, not for the purposes of engaging in active litigation, and not considered material. ® City of Aventura I RFQ#17-ices for 99 Design and Build Services for Aventura Charter High School AIA Attachment i Completed Projects CURRENT PROJECTS Project Name Contract Estimated %Complete Amount/ Completion (as of 04/30/2017) &� Backlog Date Residences at Broken Sound $46,119,789/ Jul 2017 97.6% Location: Boca Raton $1,118,121 Owner:CC Residential Architect: Roger Fry Architects Pembroke Park Storage $10,265,277/ Aug 2017 73.8% Location: Pembroke Park $2,692,202 Owner:SJM Partners Architect:Joseph Kaller&Associates CubeSmart Self Storage 26th St. $9,043,390/ Aug 2017 19.4% Location: Miami $7,292,209 Owner: Manley Storage Ventures Architect: Blitstein Design Associates Alta Delray Station $36,245,545/ Sep 2017 78.2% Location: Delray Beach $7,887,929 Owner:Wood Partners Architect: Richard Jones Architecture Coral Springs Municipal Center $32,871,820/ Sep 2017 64.7% Location:Coral Springs $11,614,301 Owner:City of Coral Springs Architect:Song&Associates SPRG of Florida Medical Building Phase 1 $8,209,833/ May 2017 92.9% Location: Lady Lake $583,575 Owner:SPRG of Florida Architect:Studio+ Manley Self Storage Pembroke Pines $7,377,457/ Aug 2017 41.8% Location: Pembroke Pines $4,292,046 Owner: Manley Storage Ventures Architect: Stinard Architecture Miami City Storage 77th Avenue Doral $6,466,966/ Sep 2017 37.5% Location: Doral $4,042,403 Owner:SJM Partners Architect: Butz-Wilburn Tower 155 $63,721,973/ Oct 2018 6.3% Location: Boca Raton $59,710,892 Owner:Compson Associates Architect:Vander Ploeg and Associates Congress Ave KL Office $4,800,994/ May 2018 33.2% Location: Delray Beach $3,205,555 Owner: FFS Partners, LLC Architect: RLC Architects ® City of Aventura I RFQ#17-07-24-2 100 RL � Design and Build Services for Aventura Charter High School AIA Attachment i Completed Projects Project Name Contract Estimated %Complete Completionof 04/30/2017) Backlog Date Congress Ave Self Storage Facility $9,020,777/ Sep 2017 32.6% Location: Delray Beach $6,081,901 Owner:CFS Partners Architect: Kenneth Carlson Architect Art Square Hallandale $50,798,349/ Feb 2018 13.8% Location: Hallandale Beach $43,787,532 Owner: Integra Architect: MSA Architects Bel-Air Crest Self Storage $10,250,000/ Feb 2018 0.2% Location: Miami $10,233,151 Owner:Akara Partners Architect: FORMGROUP Architecture+ Planning Ventura Pointe $27,327,241/ May2018 11.3% Location: Fort Lauderdale $24,237,470 Owner: Eastwind Development Group Architect: MSA Architects 2020 Salzedo $2,160,527/ Aug 2017 58.4% Location:Coral Gables $899,489 Owner:CC Residential Architect: BC Architects Aloft $30,620,940/ Feb 2018 1.5% Location: Delray Beach $30,155,303 Owner:Samar Hospitality Architect:Slattery&Associates Architects Wheat Capital Pembroke Park Self Storage $8,684,536/ Feb 2018 1.0% Location: Pembroke Park $8,596,791 Owner:Wheat Capital Management Architect: Kenneth Carlson Architect Wheat Capital Margate Self Storage $8,511,895/ Feb 2018 0.2% Location: Margate $8,497,597 Owner:Wheat Capital Management Architect: Kenneth Carlson Architect GCCB JV(50%Share)* $13,351,359/ Feb 2018 6.4% Location:Austin,TX $12,502,663 Owner:Atlantic Pacific Communities Architect: Humphreys&Partners Architects Projects under$500,000 $154,801,029/ n/a n/a $1,377,449 *A Gulf Coast Community Builders, LLC (an Atlantic Pacific Builders and Kaufman Lynn Construction company) project. ® City of Aventura I RFQ#17-07-24-2 101 RL � Design and Build Services for Aventura Charter High School AIA Attachment i Completed Projects COMPLETED PROJECTS LAST 5 YEARS Project Name Contract Completion Amount Date Miramar Regional Park Amphitheater $5,700,000 Mar2017 Location: Miramar Owner:City of Miramar,Vernon Hargray, (954) 602-3130 Architect:CPAAchitects, Inc. Coral Springs Fire Stations#43&#95 $6,600,000 Feb 2017 Location:Coral Springs Owner:City of Coral Springs, Ron Stein, (954)346-1739 Architect:CPAAchitects, Inc. Sheridan Station $41,503,690 Dec 2016 Location: Hollywood Owner: Ram Realty,Jim Sopher, (561) 257-2596 Architect: Roger Fry Architects Miami City Storage-28th Lane $6,078,341 Oct 2016 Location: Miami Owner:SJM Partners,Stephen McBride, (703)467-8232 Architect: Blitstein Design Associates Sha limar Apartments $30,972,612 Oct 2016 Location: Davie Owner:TM Residential, Rene Gutierrez, (786)567-5152 Architect: Richard Jones Architecture Paraiso at Fountain Square $27,663,207 Oct 2016 Location: Miami Owner:Johnson Development Associates, Inc Architect:Cohen Freedman Encinosa &Associates Miami City Storage-3rd Ave $8,320,794 Jul 2016 Location: Miami Owner: SJM Partners,Stephen McBride, (703)467-8232 Architect: Blitstein Design Associates Miami City Storage-6th Ave $6,288,707 Jun 2016 Location: Miami Owner:SJM Partners,Stephen McBride, (703)467-8232 Architect: Blitstein Design Associates Pompano Garage $20,516,629 Jun 2016 Location: Pompano Beach Owner:City of Pompano Beach,Adriane Esteban, (954) 786-7841 Architect: Currie Sowards Aguila Architects The Metropolitan $24,329,385 Jun 2016 Location:Wilton Manors Owner:Ascend Properties, Richard Finkelstein, (561)417-6201 Architect: MSA Architects ® City of Aventura I RFQ#17-07-24-2 102 RL � Design and Build Services for Aventura Charter High School AIA Attachment i Completed Projects Project Name Contract Completion Amount Date Temple Judea Margaux Early Childhood School $3,350,854 May 2016 Location:Coral Gables Owner:Temple Judea,Jim Siegel, (305) 669-1938 Architect: Rodriguez and Quiroga Architects Doral View Phase II $36,137,115 Apr 2016 Location: Doral Owner: Related Group,Jessica Suarez, (305)460-9900 Architect: MSA Architects St. Mark's Phase IV- Bui[ding500 $2,947,779 Apr 2016 Location: Palm Beach Gardens Owner:St. Mark's Episcopal Church&School, Ron McElhone, (561) 622-0956 Architect: Leo AD a ly Moorings Park at Grey Oaks $63,559,769 Feb 2016 Location: Naples Owner: HC MP, LLC, Andy Burnham, (305)448-0353 Architect:Solomon Salman Henderson Architects Ft. Lauderdale High School $14,530,951 Feb 2016 Location: Ft. Lauderdale Owner:School Board of Broward County Architect: Manuel Synalovski Associates LLC SofA $26,610,181 Nov 2015 Location: Delray Beach Owner:The Related Group, Eben Mensah, (305)460-9900 Architect: Richard Jones Architecture Jean &David Colker Center- United Way Broward $973,511 Oct 2015 Location: Fort Lauderdale Owner: United Way Broward, Kathleen Cannon, (954)453-3724 Architect: Cartaya &Associates Surgical Park Center- Miami $6,262,340 Ju[2015 Location: Miami Owner: HCA, Mark Worsham, (972) 789-2819 Architect:Goodwyn Mills Cawood Allegro at Boynton Beach $23,049,312 Jun 2015 Location: Boynton Beach Owner:The Allegro at Boynton Beach, LLC,Joe Kenkel, (314)512-7954 Architect: Leo A Daly Boca Pointe Country Club- Entrances $8,786,628 Jun 2015 Location: Boca Raton Owner: Boca Pointe Community Association, Inc., Kathryn Danella, (561)395- 7551 Architect:The Benedict Group MHS Stirling Road Renovation $2,634,339 Mar 2015 Location: Hollywood Owner: Memorial Healthcare System,Joe Gaita, (954) 265-8671 ® City of Aventura I RFQ#17-07-24-2 103 RL � Design and Build Services for Aventura Charter High School AIA 305 Attachment i • Completed Projects Project Name Contract Completion Amount Date MHS 6th North Renovation&Generator Relocation $1,483437 Mar 2015 Location: Hollywood Owner: Memorial Healthcare System,Gary McKee, (954) 265-8671 Architect: BermelloAjamil& Partners, Inc. Shoppes of Civica $8,228,550 Mar 2015 Location: Miami Owner:Swerdlow Group, Randy Foltz, (305)338-9638 Architect:Saltz Michelson Architects Arthur I. Meyer Jewish Academy $8,946,104 Mar 2015 Location: Palm Beach Gardens Owner:Arthur I. Meyer Jewish Academy,Jerry Rappaport(561)434-2221 Architect:Tercilla Courtemanche Architects St. Mark's Episcopal Church&School—Phase III $5,491,329 Oct 2014 Location: Palm Beach Gardens Owner:St. Mark's Episcopal Church&School, Ron McElhone, (561) 622-0956 Architect: Leo A Daly Broward College SW Campus $22,750,205 Jul 2014 Location: Miramar Owner: Municipal Acquisition,Jonathan Kling, (202)333-5300 Architect: Perkins+Will Evernia Place $12,549,677 Jul 2014 Location:West Palm Beach Owner: Eastwind Development Group, Frank O'Connor, (561) 722-9725 Architect:Song&Associates Doral View $31,309,580 Mar 2014 Location: Doral Owner: Related Group,Jessica Suarez, (305)460-9900 Architect: MSAArchitects FAU Parking Garage III $11,500,000 Dec 2013 Location: Boca Raton Owner: Florida Atlantic University, Bob Richman, (561) 297-3900 Architect: Zyscovich Architects Pembroke Pines Southwest Soccer Fields $1,500,000 Oct 2013 Location: Pembroke Pines Owner: City of Pembroke Pines, Paul Edelstein, (954)435-6505 Architect:Saltz Michelson Architects Boca Raton Downtown Library $8,400,000 Jun 2013 Location: Boca Raton Owner: City of Boca Raton, Maurice Morel, mmorel@ci.boca-raton.fl.us Architect: PGAL Coconut Creek Public Works $6,900,000 Aug 2013 Location:Coconut Creek Owner:City of Coconut Creek,Jim Berkman, (954) 973-6780 Architect:Walters Zachria &Associates ® City of Aventura I RFQ#17-07-24-2 104 RL � Design and Build Services for Aventura Charter High School AIA Attachment i Completed Projects Project Name Contract Completion Amount Date Mandel Jewish Community Center $12,500,000 Aug 2013 Location: Palm Beach Garden Owner:JCC of Greater Palm Beaches, Michelle Wasch Lobovits, (561) 712-5219 Architect:Tercilla Courtemanche Architects Lakeside at Doral Apartments $27,000,000 Aug 2013 Location: Doral Owner:CC Residential,Andy Burnham, (305)448-0353 Architect: MSA Architects New Port Richey Surgery Center $4,200,000 Dec 2012 Location: New Port Richey Owner: HCA, Mark Worsham, (972) 789-2819 Architect: Lyman Davidson Dooley, Inc. MDC Academic Support Center $24,000,000 Dec 2012 Location: Miami Owner:Miami Dade College,Carlos Dougnac, (305) 237-0608 Architect: Perkins+Will Architects Hospice by the Sea $262,959 Nov 2012 Location: Boca Raton Owner: Hospice by the Sea, Paula Alderson, (561) 862-5517 Architect:Slattery&Associates John Knox Village $200,000 Nov 2012 Location: Pompano Beach Owner:John Knox Village, Paula Alderson, (561) 862-5517 Architect:Gallo Herbert Lebolo Memorial Healthcare System Varies Aug 2012 Minor Projects single project Location:System-wide limit of$300,000 Owner: Memorial Healthcare, Peter Carbone, (954) 987-2000 Architect:Various Hollywood Beach Safety Complex $6,600,000 Jun 2012 Location: Hollywood Owner:City of Hollywood, Bob Wertz, (954) 921-3599 Architect:CH2M Hill Pepper Park Community Center $5,245,000 Jun 2012 Location: North Miami Owner:City of North Miami, Kerrith Fiddler,305-244-8781 Architect:C3TS Spanish River Athletic Facility $13,700,000 May2012 Location: Boca Raton Owner:The Greater Boca Raton Beach&Parks District,Art Koski, (561)417-4599 Architect: Slattery&Associates ® City of Aventura I RFQ#17-07-24-2 105 RL � Design and Build Services for Aventura Charter High School AIA 305 Attachment MICHAEL I. KAUFMAN PRESIDENT & CEO Background Mike Kaufman has been the company presidentsince its inception in 1989 and builtthe companyfrom the ground up. Mr. Kaufman hasworked on and managed projects ranging from retail interiors and renovation projects to municipal and institutional complexes. Mr. Kaufman is responsible forthe daily management of all Kaufman Lynn business activities and management systems. Mr. Kaufman is a member of many construction industry related organizations EDUCATION includingthe Construction Association of South Florida, Florida Council on Public B.S. Building Private Partnerships,the Economic Counsel of Palm Beach County and the Florida East Construction, Coast Chapter of the Associated Builders and Contractors(ABC).As testament to his University of Florida business acumen, Mike was a Finalist for the prestigious Ernst and Young Entrepreneur of the Year Florida Award in 2012,2013,and 2015. He was awarded the 2009 Excalibur REGISTRATIONSAward - Palm Beach County Small Business Leader of the Year by the Sun Sentinel and CERTIFICATIONSS a Lifetime Achievement Award and 2008 Ultimate CEO for Palm Beach County from the State of Florida Certified General South Florida Business Journal. Overthe past five years, Kaufman Lynn Construction Contractor, received 18 Craftsmanship Awards from the Construction Association of South Florida, Lic. #CGCO21732 two Golden Eagle awards for Quality Construction from Associated Builders and Contractors and a national award from ENR magazine as a "Best of the Best"top YEARS OF projects in the United States for the restoration of the Freedom Tower. EXPERIENCE 35 Kaufman serves on the Dean's Advisory Board for the Charles E. Schmidt College of Medicine at Florida Atlantic University,the Boards of Trustees of the FAU Foundation and the Greater Boca Raton Chamber of Commerce,and is a member of the Tocqueville Society. He also donates his time and support to several industry,community and nonprofit organizations including the United Way of Broward and the George Snow Scholarship Fund. Priorto establishing Kaufman Lynn Construction in 1989, Mr. Kaufman served as a project manager and estimator for Stiles Construction Company. He then became Vice President of Siegfried Construction in Delray Beach, runningthe estimating department and serving as senior project manager on multi-family,commercial and institutional projects ranging from$500,000-$16 million.After serving as Vice President of Siegfried Construction, Mr. Kaufman became the co-founder,vice president and chief estimator for Haynes Kaufman Construction in December 1986. ® City of Aventura I RFQ#17-07-24-2 106 RLDesign and Build Services for Aventura Charter High School AIA 305 Attachment CHRIS LONG Chief Operating Officer t ;1 Background Chris Long has over 30 years experience in both estimating and construction management of multimillion dollar projects in a variety of market sectors, including education, hospitality,office, retail and multifamily. During his tenure with Kaufman Lynn Construction, he has overseen several projects for key clients, including Florida Atlantic University and Broward College and has led Kaufman Lynn Construction's commitment to enhancing overall service excellence. Long joined Kaufman Lynn Construction from Balfour Beatty Construction,where he was EDUCATION Operations Director. His previous responsibilities included project management of B.S.Construction all education related projects located throughout the Southeast region of Florida, Management, managing an annual revenue in excess of$50M per year.Additional responsibilities Louisiana State included identifying project leads,developing pursuit strategy, project award, University contract review, and oversight of preconstruction,construction and project closeout. YEARS OF He ensured operational excellence during the course of the project and maintained EXPERIENCE a relentless focus on exceeding the customer's expectations.As COO Long provides 30 company-wide leadership,strategy and management oversight. He leads the operations of the company, reviewing, refining and monitoring all policies, procedures and systems to achieve consistent operational excellence. Experience FAU Football Stadium,Boca Raton, FL— New 30,000 seat football stadium and associated 22 acres site development. CM at Risk. $59.0 million. FAU Innovation Village Apartments& Parliament Hall,Boca Raton, FL—New 1,200 bed student housing development and 7-story,200,000 s.f.student housing facility on FAU's main campus. $67.6 million. Pompano Beach Pier Parking Garage,Pompano Beach, FL—Design and construction of a 239,646 sf,662-space parking garage in close proximity to the beach.The new garage is the corner piece of the Pompano Beach Pier Park master development. $20.6 million. Coral Springs Municipal Complex,Coral Springs, FL—64,600 s.f. City Hall with offices, city chamber,sitework and four-story,600 car garage. $33.0 million. Our Lucaya Resorts,Aventura, FL—Renovation of three existing hotels and construction of a new hotel and casino. Extensive sitework including beach nourishment. $250.0 million. Niagara Bottling Plant,Jupiter, FL—New construction of a 409,000 s.f., 1-story manufacturing and bottling facility in Jupiter, Florida.This project will utilize state-of- the-artfiltration to produce its Niagara brand and bottled water. $80.0 million. ® City of Aventura I RFQ ices f 107 Design and Build Services forr Aventura Charter High School AIA 305 Attachment FRAN K W. WH ITE I I I, CGC Senior Vice President of Operations Background Frank is a seasoned construction executive and accomplished bilingual business professional with a proven record of success managing over$1.6 billion in projects. His portfolio includes Office, Retail, Medical,Airport, K-12 and Historical projects V ith an expanded resume of Commercial Multifamily projects. He has successfully directed,from conceptual site planning and budgeting,through design,to turnover and occupancy,over 17,000 multifamily units including apartments,townhome communities,and condominium/mixed use retail projects throughout Florida using EDUCATION such construction methods as tunnel form,conventional masonry and concrete,wood B.S. Building framing and prefabricated concrete panels. Frank is responsible for providingthe Construction, leadership and guidance of the entire life cycle of all multifamily construction projects. University of Florida Accountable for business development,constructability analysis, budgeting, planning, REGISTRATIONS/ estimating, purchasing,scheduling,cost management, project management,quality CERTIFICATIONS control and ensuring positive client,subcontractor, and KL staff relations. From site State of Florida selection to turnover and delivery to management, he will lead the project team to Certified General create and deliver a financially successful and quality project for KL's clients. Contractor, Lic. #CGC041823 Experience YEARS OF 2020 Salzedo,Coral Gables,FL — New construction of a 213-u nit, 16-story mixed-tower. EXPERIENCE The property offers a superior location in downtown Coral Gables,which has 65,037 30 s.f. of offices,as well as shops and restaurants and a 566-space,7-story parking garage. $60.0 million. Tower 155, Boca Raton, FL— New construction of a 133-unit, 12-story luxury condominium in downtown Boca Raton.Afeature of this project is it's sundeck overlooking Mizner Parkthat offers an infinity edge pool, hot tub, and private cabanas. $64.0 million. Moorings Park at Grey Oaks,Naples, FL— Upscale 96-unit Senior Living complex. Each of the 12 buildings includes four residential floors over parking.Amenities include a lushly landscaped resort-style pool area. $63.2 million. Paraiso at Fountain Square,Miami, FL— New construction of a one 5-story apartment building with pool and associated parking garage to accommodate 175 units. $27.5 million. South of Atlantic,Delray Beach, FL—Two new 4-story apartment buildings with a total of 172 units. Building 1 is 237,000 GSF and includes 117 residential units on three raised decks above ground floor parking garage and resident amenities on the first raised deck.The second building is 109,000 GSF and includes 52 residential units above ground floor parking. $27.0 million. ® City of Aventura I RFQ#17-07-24-2 108 RLDesign and Build Services for Aventura Charter High School AIA 305 Attachment TIM BONCZEK Vice President of Operations Background Tim Bonczek has nearly 30 years of residential, institutional,commercial, retail and medical construction experience. He is experienced in all levels of management and has completed over$100 million in successful projects. He had started with the f company in 1995 as superintendent and grew into a leadership role. In 2005, he left to take on the role of Vice President of Construction Operations with Dana B Kenyon Company in Jacksonville, Florida and laterjoined a core ownership group in creating Kenyon Energy, a renewable energy company whose primary focus/target market was EDUCATION photovoltaic systems with public sector PPNs and mid-large scale EPC projects in both Indian River College public and private sectors. He rejoined Kaufman Lynn Construction in 2012. REGISTRATIONS/ Tim is responsible for guidance and oversight of the entire life cycle of assigned CERTIFICATIONS construction projects.Accountable for estimating, planning, budgets,client/ State of Florida subcontractor/staff relations,cost management, purchasing,schedules,quality Certified General control, project documentation, logistics and execution of multiple projects. In Contractor, Lic.#CGC061397 addition to oversight, additional primary goals are to ensure quality,accountability and efficiency of all assigned projects. YEARS OF EXPERIENCE Experience 33 The Metropolitan, Wilton Manors, FL— New construction of Three,4-story walk-up multifamily buildings with elevator totaling 179 units and 232,500 s.f.Also includes a clubhouse,with swimming pool and fitness center,covered carports and a bike storage building. $23.6 million. Alta Delray Station,Delray Beach, FL — New construction of 284 units,seven 3-story apartment buildings. Heavily amenitized with pool and beautiful clubhouse. $35.7 million. Shalimar Apartments,Davie, FL—Shalimar is a new multifamily projectwith 240 garden-style apartments.The community clubhouse includes a gym, business center, kids room,coffee bar, pool table and a pool.$29.0 million. South of Atlantic,Delray Beach, FL—Two new 4-story apartment buildings with a total of 172 units. Building 1 is 237,000 GSF and includes 117 residential units on three raised decks above ground floor parking garage and resident amenities on the first raised deck.The second building is 109,000 GSF and includes 52 residential units above ground floor parking. $27.0 million. Tower 155,Boca Raton, FL— New construction of a 133-unit, 12-story luxury condominium in downtown Boca Raton.Afeature of this project is it's sundeck overlooking Mizner Park that offers an infinity edge pool, hot tub, and private cabanas. $64.0 million. ® City of Aventura I RFQ#17-07-24-2 109 RLDesign and Build Services for Aventura Charter High School AIA 305 Attachment DOUGLAS SIMMS Chief Financial Officer Background <` Doug Simms has over 30 years of accounting and financial management experience,including 20 years in the construction industry. He started in 1994 as controller for C.F.Jordan Construction in El Paso,Texas. Four years later, he moved to Florida to join Balfour Beatty Construction,then known as Centex Rooney,where he advanced from Controller to Vice President of Finance and ultimately to CFO. During his fifteen year tenure at Balfour Beatty Construction he EDUCATION managed a finance and accounting staff of up to 26,and managed risk programs for B.B.A.Accounting, projects in Florida,California, North Carolina,Georgia, Louisiana,Texas,Colorado, University of Texas at Hawaii, Bahamas,and Trinidad. He championed project accounting training, El Paso and developed robust financial reporting processes including budgets,forecasts, Business Studies, profitability estimates, and job cost reporting.As a member of the executive team, his Rice University focus was on maintaining internal controls as the division grew from $250M to$800M. He developed reporting/management tools for understanding and summarizing how REGISTRATIONS/ contract terms translate to risk,financial benchmarks and expectations. CERTIFICATIONS Certified Public Most recently, he established an annual budgeting process,segment reporting,and Accountant reorganized the accounting department at Golden Sands General Contractors in YEARS OF anticipation of doubling revenue. EXPERIENCE As CFO, Doug Simms is responsible for all aspects of the accounting and financial 30+ functions of Kaufman Lynn Construction including developing and maintaining effective accounting,financial and treasury systems as well as maintaining the relationships with the accounting firm, law firms,financial institutions, lenders and bonding company. ® City of Aventura I RFQ ices f 110 Design and Build Services forr Av Aventura Charter High School AIA 305 Attachment SAM DOGGART, LEED AP Executive Vice President of Preconstruction =- Background Sam has 44 years of experience in municipal, healthcare,educational,commercial and institutional construction throughout Florida. He is known for building productive relationships with owners, architects,engineers and subcontractors, fully embracing the collaborative approach of construction management. His vast experience with complex buildingsystems allow Sam to provide insightful alternatives to the design team, maximizing the available budget without compromising program or design.As EVP, Preconstruction he will manage the estimating department and will EDUCATION coordinate closely with the business development and operations teams to assure Accounting and continuity and accuracy of cost estimates and construction budgets. Business, St. Petersburg College Experience REGISTRATIONS/ FIU College of Nursing and Health Sciences,Miami, FL— Project consisted of the CERTIFICATIONS State of Florida construction of a 120,000 s.f.,5-story educational facility to accommodate the College Certified General of Nursing and Health Sciences programs.Site improvements included auger cast pile Contractor, foundation, FPL duct bank and vault, phased utilities to integrate with existingsystems Lic. #CGC061310 without interruption of service. CM at Risk, $35.0 million. LEED Accredited City of North Port City, New City Hall and Police Station,North Port, FL— Professional Replacement of a 80,000 s.f.,4-story city hall and 20,000 s.f.single-story replacement AHCC ASHE Healthcare police headquarters on Greenfield 20 arce site. Hard bid Lump Sum, $15.0 million. Construction Fort Lauderdale-Hollywood International Airport T4 Expansion,Ft. Lauderdale, Certification FL—80,000 s.f. airside expansion and renovation of Terminal 4 including new baggage YEARS OF handling equipment and working with FIS,CBP,TSA and ATO. CM at Risk,$46.0 million. EXPERIENCE 40+ Fort Lauderdale-Hollywood International Airport T2&T3 N/S Baggage Handling Buildings,Ft. Lauderdale, FL —8,248 s.f. project consisting of three CMU structures housing new baggage handling equipment, airside rerouting of existing underground utilities. CM at Risk,$23.0 million. Promise Hospital of Florida,Oxford, FL — New construction of a 56,150 s.f.,structural steel,single-story,40 bed Long Term Acute Care Hospital. Project required extensive coordination with multiple owner vendors.All systems passed stringent AHCA guidelines and requirements. CM at Risk,$15.0 million. Central Park Lodge Nursing Home/ALF, West Palm Beach, FL— New green field 90,000 s.f., 120-bed nursing home and 40-bed ALF. Project features Alzheimer's Wing, high end interiors and lush garden walks and landscape, all built on a wetland site. CM at Risk. $16.0 million. ® City of Aventura I RFQ#17-07-24-2RL 111 Design and Build Services for Aventura Charter High School AIA 305 Attachment BEN BAFFER, CGC, LEED AP Vice President of Operations Background Ben Baffer has over 29 years of construction experience including governmental, educational, retail, and commercia[facilities. He has successfullycompleted nearly $500.0 million worth of construction and has proven his ability to build productive teams, partnering with design teams and clients to solve a variety of building challenges. Ben is responsible for guidance and oversight of the entire life cycle of assigned EDUCATION construction projects.Accountable for estimating, planning, budgets,client/ M.S. Building subcontractor/staff relations,cost management, purchasing,schedules,quality Construction, control, project documentation, logistics and execution of multiple projects. In University of Florida addition to oversight, additional primary goals are to ensure quality,accountability and B.S. Building efficiency of all assigned projects. Construction, Virginia Tech Experience Fort Lauderdale High School Phased Replacement,Fort Lauderdale- Demolition and REGISTRATIONS/ construction of two 3-story classroom buildings and remodel of the existing science CERTIFICATIONS building. Bid, $16.0 million. LEED Accredited Professional Temple Beth El Schaefer Family Campus Renovations,Boca Raton, FL—The State of Florida Schaefer Family Campus Phase 1 improvements will include renovation of the existing Certified General 5,597 s.f.sanctuary and 4,127 s.f. atrium. Phase 2 will include a major renovation Contractor, including an expanded covered entry, lobby and welcome center,a new chapel and Lic.#CGC1506925 an adult learning center.The construction of a new two-story in-fill building featuring approximately 6,000 s.f.of additional space in the existing courtyard area, renovation of YEARS OF existing banquet halls and the renovation of 3,000 s.f. of existing office space will round EXPERIENCE out Phase 3 and the project's completion. $8.0 million. 29 St. Mark's Episcopal Church&School,Palm Beach Gardens— Three-phase LEED Certified project consisting of site development,50,000 s.f.of new construction (including a new gymnasium with locker rooms&concessions,church offices, Parrish hall and classrooms) and 12,000 s.f. phased replacement and renovation (including classrooms, church and memorial garden).Campus remained open during construction. LEED Silver, CM at Risk,$14.0 million. Miami Dade College Academic Support Center, Miami—New construction of a 136,000 s.f.5-story building provides state-of-the-art facilities for recruitment, international student services, advisement,career center,admissions and registration, bursar,and financial aid services. Utilizing BIM,the project design incorporates the College's prototypical learning environment planning principles.The team also developed an aggressive structural schedule allowing the project to top out in 16 weeks,four weeks ahead of schedule. LEED Gold,CM at Risk,$25.0 million. Fast Track. ® City of Aventura I RFQ#17-07-24-2 112 RLDesign and Build Services for Aventura Charter High School AIA 305 Attachment D: References BANKING REFERENCES Name Branch Contact Florida Community Bank 2500 Weston Rd Ste 300 Douglas E. Roberts Weston, FL 33331 (954) 984-3313 BONDING COMPANY Name Address Contact Berkshire Hathaway 618 E.South Street Derek Lipschutz Specialty Insurance Suite 500 (407) 992-6273 Company Orlando, FL 32801 BUSINESS AND TRADE REFERENCES NAME ADDRESS CONTACT Power Design, Inc. 11600 Ninth Street North Mitch Permuy St. Petersburg, FL 33716 (727)497-2332 Boulanger 5229 N. Hiatus Road Eric Boulanger Sunrise, FL 33351 (954) 748-3808 Davis Brothers 1040 S. Rogers Drive Rick Davis Construction Co. Boca Raton, FL 33487 (561) 998-0500 All American 1435 S.W. 13th Court Dominic Licari Windows&Doors Pompano Beach, FL 33069 (954) 786-8525 Waste Management 6511 nd ustri a[Way Mike Babchick Boynton Beach, FL 33426 (561) 847-1035 ® City of Aventura I RFQ#17-07-24-2 113 RL � Design and Build Services for Aventura Charter High School AIA 305 Attachment Kaufman Lynn Construction is a privately held company.As such and in accordance with Section 119.071(1)(c),which states"Any financial state mentthat an agency requires a prospective bidder to submit in order to prequalifyfor bidding or for responding to a proposal for a road or any other public works project is exempt from s. 119.07(1) and s. 24(a),Art. I of the State Constitution,"we request that our financial information be kept confidential. Enclosed separately in a sealed envelope,our audited financial statements for YE 2016 are provided for review by the City. ® City of Aventura I RFQ ices f 114 Design and Build Services forr Av Aventura Charter High School G . PROPOSERS QUALIFICATIONS Description of the Architect's Firm PGAL I FIRM OVERVIEW 7C � ,0 PGAL is an international practice with over 200 The firm's approach is to capitalize on the unique professionals offering services in architecture, qualities of each place to create buildings that planning, interior design, engineering and program respect the existing environment and strengthen management, from offices in Boca Raton, FL and thefabricofwhich they become apart.Webelieve nationally. Established 71 years ago, the firm is in producing buildings that use minimal energy led by 20 principals active in their communities, and material resources and contribute to their civic associations, alma maters, and professional context and provide healthy, inspiring spaces organizations that benefit their regions and the for their occupants. PGAL has received over environment. Sustainable design is the cornerstone 200 national, regional and local design awards of the firm's practice mix with 70 LEED accredited with project published extensively. Dedicated professionals nationwide and over 80 projects to providing optimum services, each person, certified and registered from Basic to Platinum project and client makes the firm who they are Certification. The firm offers a specialty niche of today and continues to lay the foundation for projects that range from K-12 schools, recreational what PGAL will become tomorrow. facilities and academic buildings to cafeterias, campus housing and parking garages. PGAL Firm Details FIRM SIZE:200 .............................................................................................. '~ DISCIPLINES: aw ............................................................................................ r7 Pill Architecture,Planning,Interior Design,Civil Engineering, 1•-_ Structural Engineering,Telecommunication/AV Planning& Design,Food Service Consulting OFFICES: 10 offices located in Alexandria,VA;Atlanta,GA;Austin,TX; 7- ,= Boca Raton,FL;Chicago,IL;Dallas,TX;Hoboken,NJ;Houston, J - TX;Las Vegas,NV;Los Angeles,CA; t t ® City of Aventura I RFQ ices f 115 Design and Build Services forr Av Aventura Charter High School Description .I ® City of Aventura�RFQ#17-07-24-2 116 RLDesign and Build Services for Aventura Charter High School Description P V y 1\ l*A W_ 1 1" Today's Learning environments must SHAPING STUDENT SUCCESS meet the evolving educational, social, As individuaLs continue to Learn in new and and emotional needs of students and innovative ways,educationaL faciLities must continuously adapt to support the unique educators. PGAL has the expertise and needs of students,staff,and communities. vision to bring 21 st century educational Because Learning occurs everywhere,PGAL's faclLltles to Life. phiLosophy is to create fLexibLe spaces that support traditionaL and emerging teaching Over the past 70+ years, we have methods,and assist in maximizing student completed more than 200 elementary, achievement.Our designs aLso emphasize security and safety. middle, and high school projects. Sustainability is foundational to our work, creating energy-efficient,healthy indoor environments that are responsible stewards of the naturaL environment.These high- performance spaces offer maximum dayLighting and built-in educational tools and Learning opportunities. K-12 EDUCATION ® City of Aventura RFO#17-ices f rAv 117 Design and Build Services for Aventura Charter High School Description Architect's • A _— one u0 z711 C,t°a..100;,• _ t r The .. Houst REIMAGINING EDUCATIONAL DESIGN m CLIENTS INCLUDE The current trend toward team-based, pGAL > Atlanta Public Schools interdisciplinary Learning,and"Learning by doing"creates exciting opportunities incorporated > Broward County SchooL Board to evolve the standard cLassroom design. exact school > DaLLas Independent SchooL District PGAL has an outstanding track record of district guideLines designing dynamic and fLexibLe facilities and standards, > Fort Bend County Independent SchooL District that accommodate today's rapid changes adhering to > HiLLsborough County SchooL District in education.As interactive technology the budget and continues to reshape the teaching and > Houston Independent SchooL District Learning experience,our work supports these devising a phased developments,while maintaining fLexibiLity construction plan > Lubbock Independent School District to facilitate whatever changes the future that aLLowed for might g�ht brin uninterrupted > Meritas operation of the > Monroe County SchooL Board school. > North Broward Preparatory School Bryce Amos Former Principal > PaLm Beach County SchooL District Pershing Middle School PGAL.COM ® City of Aventura I RFQ ices f 118 Design and Build Services for rAv Aventura Charter High School Description of the Architect's Firm P GAL 1 4. IM all Santaluces High School Early Education Classroom rr_ t Boynton Beach,FL ARCHITECTURE ALEXANDRIA DALLAS ENGINEERING ATLANTA HOBOKEN INTERIORS AUSTIN HOUSTON PLANNING BOCA BATON LAS VEGAS CHICAGO LOS ANGELES PGAL.COM PGAL • ' _ • Description FINANCIAL HISTORY, NET WORTH, AND ASSETS PGAL is a privately held company.As such and in accordance with Section 119.071(1)(c),which states"Any financial statement that an agency requires a prospective bidder to submit in order to prequalify for bidding or for responding to a proposal for a road or any other public works project is exempt from s. 119.07(1) and s. 24(a),Art. I of the State Constitution,"we request that our financial information be kept confidential. PGAL has not yet received their audited financial statements for 2016. PGAL's audited and consolidated financial statements for YE 2015 and 2014 are enclosed separately in a sealed envelope for review by the City. PKV, 4JIVIV1AL VVH �I�.HI IVIV� Please see below and on the following pages for PGAL's professional licenses, and certifications. State of Florida Department of State I certify from the records of this office that PIERCE GOODWIN ALEXANDER STATE OF FLORIDA &LINVILLE,INC.is a Texas corporation authorized to transact business in the CHARTER CERTIFICATION state of Florida,qualified on January 15, 1998. The document number of this corporation is F98000000329. I further certify that said corporation has paid all fees due this office through December 31,2017,that its most recent annual report/uniform business report was filed on January 24,2017,and that its status is active. I further certify that said corporation has not filed a Certificate of Withdrawal. Given under my hand and the Great Seal of the State of Florida at Tallahassee,the Capital,this the Twenty-fourth day of January, 2017 .% T Secretary of State Tracking Number:CC9207707103 To authenticate this certificate,visit the following site,enter this number,and then follow the instructions displayed. https:Hservices.sunbiz.org/Filings/CertificateOfStatus/CertificateAuthentication ® City of Aventura I RFQ ices f 120 Design and Build Services for rAv Aventura Charter High School Description of the Architect's Firm RICK SCOTT,GOVERNOR MATILDE MILLER,INTERIM SECRETARY STATE OF FLORIDA DEPARTMENT OF BUSINESS AND PROFESSIONAL REGULATION BOARD OF ARCHITECTURE&INTERIOR DESIGN AA0003337 Certified The ARCHITECT CORPORATION Named below IS CERTIFIED Flo rid a Under the provisions of Chapter 481 FS. Expiration date: FEB 28,2019 Architect Corporation - License PIERCE GOODWIN ALEXANDER&LINVILLE INC 791 PARK OFCOMMERCE.BLV_D. SUITE 400 BOCA RATON FL 33487 ; ❑�a�C ISSUED: 02/07/2017 DISPLAY AS REQUIRED BY LAW SEQ# L1702070000847 Emp— RICK SCOTT,GOVERNOR MATILDE MILLER,INTERIM SECRETARY STATE OF FLORIDA DEPARTMENT OF BUSINESS AND PROFESSIONAL REGULATION BOARD OF ARCHITECTURE&INTERIOR DESIGN IAN NESTLER AR94498 Certified The ARCHITECT �• f Named below IS LICENSED Florida Under the provisions of Chapter 481 fS. Architect Expiration date: FEB 28,2019 ` License NESTLER,IAN A - 4722 BOCAIRE BLVD. _ BOCA RATON FL ILI ISSUED: 03/05/2017 DISPLAY AS REQUIRED BY LAW SEQ# L1703050000951 RICK SCOTT,GOVERNOR MATILDE MILLER,INTERIM SECRETARY STATE OF FLORIDA DEPARTMENT OF BUSINESS AND PROFESSIONAL REGULATION 60 BOARD OF ARCHITECTURE&INTERIOR DESIGN SAM FERRERI AR0010011 Certified The ARCHITECT Named below IS LICENSED Florida Under the provisions of Chapter 481 FS. Architect Expiration date: FEB 28,2019 License - FERRERI,SAMUEL J 6541 SPRING MEADOW DRIVE GREENACRES FL 33413-3478 a- . ISSUED: 01/30/2017 DISPLAY AS REQUIRED BY LAW SEQ# L1701300000816 ® City of Aventura I RFQ ices f 121 Design and Build Services forr Av Aventura Charter High School Description RICK SCOTT,GOVERNOR MATILDE MILLER,INTERIM SECRETARY STATS OF FLORIDA DEPARTMENT OF BUSINESS AND PROFESSIONAL REGULATION BOARD OF ARCHITECTURE&INTERIOR DESIGN RODN EY AR91279 ARCHITECT CROKETT Na ed below S LICENSED Certified Under the provisions of Chapter-481 FS. Expiration date: FEB 28,2019 Florida Architect ■ ■ Cor CROCKETT,RODNEYALLEN Corporation �� � p 7727 COLONY LAKE DRIVE License BOYNTON BEACH FL 9Sff-- _ r} ■ ISSUED: 02/26/2017 DISPLAY AS REQUIRED BY LAW SEQ# L1702260001860 Licensee Details Licensee Information Name: BOTEK,KARI AMLIE(Primary Name) Main Address: 4070 CYPRESS HAMMOCK LANE POMPANO BEACH Florida 33069 County: BROWARD KARI BOTEK License Mailing: Certified Florida License Location: Architect License License Information License Type: Architect Rank: Architect License Number: AR0016843 Status: C u r re nt,Act ive Licensure Date: 09/29/1999 Expires: 02/28/2019 Special Qualifications Qualification Effective GREEN BUILDING CERTIFICATION INSTITUTE CERTIFIES THAT Kari Botek HAS ATTAINED THE DESIGNATION OF KARI BOTEK LEED ACCREDITED LEED Accredited PROFESSIONAL Professional with a Building Design+ Construction Specialty by demonstrating the knowledge and understanding of green building practices and principles needed to support the use of the LEED0 Green Building Rating System'". 88652-AP-BD+C CRUDE—ID 19 SEP 2013 issuEo � r 18 SEP 2017 VALIDTHROUGH wiL viiTow,uea 1111 EEEON -1EE1 uea 1EESI—T ® City of Aventura�RFQ#17-07-24-2 122 RLDesign and Build Services for Aventura Charter High School Description RICK SCOTT,GOVERNOR MATILDE MILLER,INTERIM SECRETARY STATE OF FLORIDA DEPARTMENT OF BUSINESS AND PROFESSIONAL REGULATION BOARD OF ARCHITECTURE&INTERIOR DESIGN BETH COWAN ID5260 Certified The INTERIOR DESIGNER Named below IS LICENSED Florida Under the provisions of Chapter 481 FS. Expiration date: FEB 28,2019 Interior Designer _ License _ �`` �.]• �' COWAN,BETH ALICIA 6150 SAVANNAH WAY LAKE WORTH FL 33463 I" s ISSUED: 06/08/2017 DISPLAY AS REQUIRED BY LAW SEQ u L1706080000561 GREEN BUILDING CERTIFICATION INSTITUTE CERTIFIES THAT LEED Angela Guthrie APHAS ATTAINED THE DESIGNATION OF ANGELA LEED ACCREDITED GUTHRIE PROFESSIONAL LEED Accredited with a Building Design + Construction Specialty Professional by demonstrating the knowledge and understanding of green building practices and principlesneeded to support the use of the LEEDA Green Building Rating System`". 86003-AP-BD+C 27 SEP 2011 65UED 26 SEP 2017 vnuo rnnoucn vu iorvi,yea cnaiHvewsory manesn w,wnrvoJnn,enn vNesioemi ® City of Aventura I RFQ ices f 123 Design and Build Services for rAv Aventura Charter High School Description COMPANY HISTORY One of the Largest General Contractors in South Florida. Incorporated in KAUFMAN 1989,we now rank as the 8th largest General Contractor in South Florida CONSTRUCTION and the 356th largest Contractor in the US,as ranked by ENR. ATAGLANCE Kaufman Lynn Construction began as a "two-man show"with tenant YEARS IN BUSINESS build-outs and small commercial projects in Palm Beach, Broward and 28 Years Dade Counties and has grown to a height of$200+ million peryear in gross revenues.We pride ourselves on an 93% repeat client base includingthe PRESIDENT'S NAME City of Hollywood,City of Miramar,City of Boca Raton, Miami Dade College, Michael 1. Kaufman Broward College,and Florida Atlantic University. VICE-PRESI DENT'S NAME By blending best-in-class cost savings alternatives with stringent quality Chris Long control processes, Kaufman Lynn Construction continues to be a respected SECRETARY'S NAME industry leader in building private and public projects throughout Sharon Florida.As a full service general contractor and construction manager headquartered in Palm Beach County with offices in Broward, Miami-Dade, ,TREASURER'S NAME Lee counties and now an office in North Carolina,we offer services to DougSimms multiple market sectors including multifamily,governmental/municipal, education,senior living, healthcare,country club, retail, mixed-use,office, NUMBEROF EMPLOYEES BY DEPARTMENT cultural and industrial using the Construction Management at Risk, Design/ Senior Build, Negotiated and standard Design/Bid/Build contract delivery systems. Construction Field Staff-72 Estimating-10 FIRM'S OVERVIEW Accounting-11 Integrity. Ingenuity. Initiative. Involvement.That's what you can expect Support Staff- 16 from Kaufman Lynn Construction.When we make a promise,we keep it. We pride ourselves on finding innovative,creative solutions unique to each Total Staff-126 project.And we take a leadership role, pro-actively participating in design discussions and directing all critical elements of construction. ANNUAL 00 million Our preconstruction team is noted for bringing challenging projects into BUSINESS STRUCTURE budget by providing true cost savings alternatives that maintain the Privatel _ ld program's integrity and providing the best possible options for all the corporation building's systems to help improve economic and energy efficiencies, aesthetic appeal and life cycle value. AWARDS by •uth Florida Business Journalof With 126 full-time construction professionals, Kaufman Lynn Construction Contractors in South . ., has the depth of resources to support the proposed project team.Yet,the company is still small enough to assure that everyone knows each other Ranked 54th of - 2017 Top and peers collaborate with one another. Southeast Minimal layers assure that senior management is involved in all Ranked 356th of the 2017 Top 400 Contractors Nationwide by the projects and decisions are made quickly. Engineering News-Record ® City of Aventura I RFQ#17-07-24-2 124 RL � Design and Build Services for Aventura Charter High School Description FINANCIAL HISTORY, NET WORTH, AND ASSETS With a history of 28 years of delivering a superior product at an even better value, Kaufman Lynn Construction brings the financial strength, bonding capacity,extensive experience and long standing subcontractor relationships that make us one of the most competitive construction firms in the market today. Kaufman Lynn Construction has never failed to complete any work awarded to it,nor have we ever been removed from any project awarded to us. Kaufman Lynn Construction is a privately held company.As such and in accordance with Section 119.071(1)(c),which states"Any financial statement that an agency requires a prospective bidder to submit in order to prequalifyfor bidding or for responding to a proposal for a road or any other public works project is exempt from s. 119.07(1) and s. 24(a),Art. I of the State Constitution,"we request that our financial information be kept confidential. Enclosed separately in a sealed envelope,our audited financial statements for YE 2016 are provided for review by the City that discloses our financial history, net worth,and assests. PROFESSIONAL QUALIFICATIONS Please see below and on the following pages for Kaufman Lynn's professional licenses,and certifications. State of Florida STATE OF FLORIDA Department of State CHARTER CERTIFICATION Dep I certify from the records of this office that KAUFMAN LYNN CONSTRUCTION,INC.is a corporation organized under the laws of the State of Florida,filed on January 24,1989. The document number of this corporation is K60557. I further certify that said corporation has paid all fees duc this office through December 31,2017,that its most recent annual report/uniform business report was filed on January 23,2017,and that its status is active. I further certify that said corporation has not filed Articles of Dissolution. Given ander my hand and the Creat Seal of the State of Florida at Tallahassee,the Capital,this the? .v v-third day ofJanatary, 2017 1 1 — Secretary of�State Trn kh.z Nmnb—CC93961a4662 To aurhendeate this certiticatemsit the full—ingsite,eoter this number,and then Follow the instructions displayed. haps://services.sunbiz.org/Pflings/Cer[ifimteDfSteds/CcrddmteAuthen rim[fou ® City of Aventura I RFQ#17-07-24-2 125 RLDesign and Build Services for Aventura Charter High School Description RICK SCOTT,GOVERNOR KEN LAWSON,SECRETARY STATE OF FLORIDA DEPARTMENT OF BUSINESS AND PROFESSIONAL REGULATION CONSTRUCTION INDUSTRY LICENSING BOARD KAUFMAN LYNN CGCO21732 The GENERAL CONTRACTOR Certified Named below IS CERTIFIED Florida Under the provisions of Chapter 489 FS. Expiration date: AUG 31,2018 General Contractor p , p Certification KAUFMAN,MICHAEL ISRAEL �I, KAUFMAN LYNN CONSTRUCTION.INC License 4850 T-REX AVENUE SUITE 300 BOCA RATON FL 33431 ISSUED: 07/0712016 DISPLAY AS REQUIRED BY LAW SEQ# L1607070000992 ANNE M. G A N N O N P.O.Box 3353,West Palm Beach,FL 33402-3353 -LOCATED AT" C CONSTITUTIONAL TAX COLLECTOR ww. wpbctaX.com Tel:(561)355-2264 4850 T REX AVE Ste 300 Serging Palm 73en:'h Cauntg Serving you. BOCA RATON,FL 33431 KAUFMAN LYNN Palm Beach TYPE OF BUSINESS OWNER CERTIFICATION# RECEIPT#/DATE PAID AMT PAID BILL# 23-0051 GENERAL CONTRACTOR KAUFMAN MICHAEL I CGCO21732 U16.63211 7-08/04/16 $27.50 1 840107561 County Local This document is valid only when receipted by the Tax Collector's Office. Business Tax STATE OF FLORIDA PALM BEACH COUNTY Receipt 61-377 t 20612017 LOCAL BUSINESS TAX RECEIPT h' KAUFMAN LYNN CONSTRUCTION INC LBTR Number:200515138 KAUFMAN LYNN CONSTRUCTION INC EXPIRES:SEPTEMBER 30,2017 4850 T REX AVE BOCA RATON,FL 33431 This receipt grants the privilege of engaging in or i i I r r I i I l i l I i l l i i r l l l l l managing any business profession or occupation within its jurisdiction and MUST be conspicuously displayed at the place of business and in such a manner as to be open to the view of the public. Local Business Tax Receipt Miami—Dade County,State of Florida -THIS IS NOT A BILL-DO NOT PAY "ILBT", 6627278 - KAUFMAN LYNN BUSINESS NAME/LOCATION RECEIPT NO, EXPIRES KAUFMAN LYNN CONSTRUCTION INC RENEWAL SEPTEMBER 30a 2017 Miami-Dade 1200 BRICKELL AVE 1950 6698036 r, �^ Must be displayed at place of business CountCountLocal MIAMI FL 33131 `'.:- Pursuant to County Code y L a~ Chapter BA-Art.9&10 Business Tax I " Receipt OWNER IS)<YlIF(iF BUSINESS ppVMENT RECEIVED KAUFMAN LYNN CONSTROIC+i(9NYNl'"19ti GENERAL BUILDING CONTRACTOR CGCO21732 BY TAX COLLECTOR Worker(s) 9 $45.00 08/02/2016 FPPUII-16-014294 This Local Business Tax Receipt only confirms paymem of the Local Business Tax,The Receipt is not a license, permit,m a cenification o1 the holder's qualifications,to do business.Holder must comply with any governmental at aengovernmental regulatory laws and revitemems which apply to the business. The RECEIPT N0,above must he displayed an all commercial vehicles-Miami-Dade Code Sec Re-276. For mare inlormatiam,visit www miamidade oovdaxcallectar ® City of Aventura I RFQ -24-2 126 Design and Build Services ices f for Aventura Charter High School Description AON KAUFMAN LYNN Historical Experience January 5,2017 Modication Factors Ms.Alyssa Toolis Kaufman Lynn Construction,Inc. 4850 T-Rex Avenue,Suite 300 Boca Raton,FL 33431 Re: Kaufman Lynn-Historical Experience Modification Factors Dear Alyssa, This letter will serve to verify that Kaufman Lynn's historical Experience Modification Factors for the current term and prior five years are as follows, 02/28/2016-02/28/2017=0.71 0212812015-02/28/2016=1.06 02128/2014-02/28/2015=1.11 12126/2012-02128/2014=0.88 1212612011-12/26/2012=0.87 1212612010-1212612011=0.86 Should you have any questions,please feel free to contact us.Thank you. Best regards, Tarek Hussa y Account Special Aon Risk Solutions Construction Services Group 1001 Brii Bay Drive,Suite 1100 I Miami,FL 33131 t:1.305.961.8246 W:aOn.-m ® City of Aventura I RFQ -24-2 127 Design and Build Services ices f for Aventura Charter High School Description ❑❑❑ ❑0❑ BEN BAFFER GBCI LEED Accredited GREEN BUILDING CERTIFICATION INSTITUTE Professional HEREBY CERTIFIES THAT Certification Benjamin Baffer HAS ACHIEVED THE DESIGNATION OF LEED° ACCREDITED PROFESSIONAL BY DEMONSTRATING THE KNOWLEDGE OF GREEN BUILDING PRACTICE REQUIRED FOR SUCCESSFUL IMPLEMENTATION OF THE LEADERSHIP IN ENERGY a / J�AND ENVIRONMENTAL DESIGN(LEED"')GREEN BUILDING RATING SYSTEM—, Febmary25.2008 /z_ CLavman Dare 1-d S.IlicM1ard Fedciai,E,sidem and CED r� nn 50%baznMw fibers/so%Oos�-wnmmer fibers wifi vegetable loud inks. ® City Of Aventura I RFQ ices f 128 Design and Build Services for rAv Aventura Charter High School INSURANCE Contractor"s Insurance Certificate DATE(MM/DD/YYYY) CERTIFICATE OF LIABILITY INSURANCE 07/18/2017 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER.THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER,AND THE CERTIFICATE HOLDER. IMPORTANT:If the certificate holder is an ADDITIONAL INSURED,the policy(ies)must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED,subject to the terms and conditions of the policy,certain policies may require an endorsement.A statement on Inti this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). r PRODUCER CONTACT '4O NAME: Aon Risk services, Inc of Florida PHONE (866) 283-7122 FAX (800) 363-0105 1001 erickell Bay Drive (A/C.No.E#): AIC.No.: suite 1100 E-MAIL p Miami FL 33131 USA ADDRESS: _ INSURER(S)AFFORDING COVERAGE NAIC# INSURED INSURER A: Employers Insurance Company of Wausau 21458 Kaufman Lynn Construction, Inc. INSURER B: LM Insurance Corporation 33600 4850 T-Rex Avenue #300 Boca Raton FL 33431-4496 USA INSURER C: Liberty Mutual Fire Ins Co 23035 INSURER D: Indian Harbor Insurance company 36940 INSURER E: INSURER F: COVERAGES CERTIFICATE NUMBER:570067589765 REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED.NOTWITHSTANDING ANY REQUIREMENT,TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN,THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES.LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. Limits shown are as requested INSR TYPE OF INSURANCE ADD SUER pOLICV NUMBER POLICY EFF POLICY EXP LIMBS LTR INSD WVD MMIDD/VVVV MM/DD/VVVV B X COMMERCIAL GENERAL LIABILITY TB Z EACH OCCURRENCE $2,000,000 CLAIMS-MADE X❑OCCUR DAMAGE TO RENTED $100,000 PREMISES Ea occurrence MED EXP(Any one person) $10,000 PERSONAL&ADV INJURY $2,000,000 GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $4,000,000 POLICY E]PRO X❑LOC PRODUCTS-COMP/OP AGS $4,000,000 oo 0 OTHER: o r AASC-z51291934037 02/28/2017 02/28/2018 COMBINED SINGLE LIMIT AUTOMOBILE LIABILITY ASC-Z51-291934-037 $1,000,000 Ea accident) X ANY AUTO BODILY INJURY(Per person) Z OWNED SCHEDULED BODILY INJURY accident) W AUTOS ONLY AUTOS PROPERTY DAMAGE R X HIREDAUTOS X NON-OWNED Per accitlenl U ONLY AUTOS ONLY X Comp\Coll$1,000 W UMBRELLA LIAB OCCUR EACH OCCURRENCE V EXCESS LIAB CLAIMS-MADE AGGREGATE DED RETENTION C WORKERS COMPENSATION AND WC2z51291934017 02/28/2017 02/28/2018X PER OTH- EMPLOVERS'LIABILITY STATUTE ER ANY PROPRIETOR/PARTNER/EXECUTIVE V� E.L.EACH ACCIDENT $1,000,000 OFF I CER/MEMBER EXCLUDED, N NIA (Mandatory in NH) E.L.DISEASE-EA EMPLOYEE $1,000,000 If yeDESS IPTI N OF 0 E.L.DISEASE-POLICY LIMIT $1,000,000_ DESCRIPTION un OPERATIONS below _ D Env Contr Poll CE0744682901 02/28/2017 02/28/2018 Poll Legal Liab $5,000,000 contractors Poll Liab SIR $100,000 SIR applies per policy terIlns &condi ions DESCRIPTION OF OPERATIONS/LOCATIONS/VEHICLES(ACORD 101,Additional Remarks Schedule,may be attached it more space is required) City of Aventura is included as Additional Insured in accordance with the policy provisions of the General Liability policy. RI ii IIIL CERTIFICATE HOLDER CANCELLATION SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF,NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE _ POLICY PROVISIONS. _ City of Aventura AUTHORIZED REPRESENTATIVE GOVernme nt Center 19200 west country Club Drive Aventura FL 33180 USA %J�LL/�DfclJ ©1988-2015 ACORD CORPORATION.All rights reserved. ACORD 25(2016/03) The ACORD name and logo are registered marks of ACORD ® City of Aventura I RFQ#17-ices f rAv 129 Design and Build Services for Aventura Charter High School Contractor"s Insurance Certificate AGENCY CUSTOMER ID: 570000063790 LOC#: " ADDITIONAL REMARKS SCHEDULE Page _ of _ AGENCYNAMEDINSURED Aon Risk Services, Inc of Florida Kaufman Lynn Construction, Inc. POLICY NUMBER See certificate Number: 570067589765 CARRIER NAIC CODE See Certificate Number: 570067589765 EFFECTIVE DATE: ADDITIONAL REMARKS THIS ADDITIONAL REMARKS FORM IS A SCHEDULE TO ACORD FORM, FORM NUMBER: ACORD 25 FORM TITLE:Certificate of Liability Insurance INSURER(S)AFFORDING COVERAGE NAIC# INSURER INSURER INSURER INSURER ADDITIONAL POLICIES If a policy below does not include limit information,refer to the corresponding policy on the ACORD certificate form for policy limits. POLICY POLICY INRTYPE OF INSURANCE INSD W VD POLICY NUMBER EFFECTIVE EXPIRATION LIMITS DATE DATE MND/Y MND/YY OTHER D Env CPL/Prof CEo744682901 02/28/2017 02/28/2018 Professional $5,000,000 contractors Prof Liab Legal Liab SIR applies per policy to ms & conditi ns SIR $100,000 ACORD 101(2008/01) ©2008 ACORD CORPORATION.All rights reserved. The ACORD name and logo are registered marks of ACORD ® City of Aventura RFQ#17-ices f rAv 130 Design and Build Services for Aventura Charter High School Contractor"s Insurance Certificate AGENCY CUSTOMER ID: 570000063790 LOC#: " ADDITIONAL REMARKS SCHEDULE Page of AGENCY NAMED INSURED Aon Risk services, Inc of Florida Kaufman Lynn Construction, Inc. POLICY NUMBER See Certificate Number: 570067589765 CARRIER NAIC CODE See Certificate Number: 570067589765 EFFECTIVE DATE: ADDITIONAL REMARKS THIS ADDITIONAL REMARKS FORM IS A SCHEDULE TO ACORD FORM, FORM NUMBER: ACORD 25 FORM TITLE: Certificate of Liability Insurance Excess Policies Excess Liability - 1st Layer Policy # 1000245547-01 Carrier: Liberty Insurance Underwriters Inc. Term: 2/28/17 - 18 Limits: $5,000,000 Per Occurrence / $10,000,000 Aggregate Excess Liability - 2nd Layer Policy # ECO (18) 57718548 Carrier: Ohio Casualty Insurance Company Term: 2/28/17 - 18 Limits: $20,000,000 Per Occurrence / Aggregate ACORD 101(2008/01) ©2008 ACORD CORPORATION.All rights reserved. The ACORD name and logo are registered marks of ACORD ® City of Aventura I RFQ ices f 131 Design and Build Services orAvrAventura Charter High School Architects Client#:171819 PIERCGOO ACORD­ CERTIFICATE OF LIABILITY INSURANCE DATE 1/201/YYYY) 8/1 112 0 1 6 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER.THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND,EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW.THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S),AUTHORIZED REPRESENTATIVE OR PRODUCER,AND THE CERTIFICATE HOLDER. IMPORTANT:If the certificate holder is an ADDITIONAL INSURED,the policy(ies)must be endorsed.If SUBROGATION IS WAIVED,subject to the terms and conditions of the policy,certain policies may require an endorsement.A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). PRODUCER CON Karen Wagner USI Southwest A"c"Ne,Ext):713 490-4569 1(A//CC,Ne):713-490-4700 Three Memorial City E-MAIL ADDRESS:__. _ _ _ - 840 Lessner, Suite 600 INSURER(S)AFFORDING COVERAGE NAIC# Houston,TX 77024 _ INsuRERA:Continental Casualty Company .20443 INSURED INSURER B:Continental Insurance Company 35289 Pierce Goodwin Alexander&Linville Inc INSURER C:Transportation Insurance Compan 20494 PGAL,LLC INSURER D:Berkley Insurance Company 32603 3131 Briarpark Drive,Suite 200 _ Houston,TX 77042 INSURER E: _ - --- - INSURER F: COVERAGES CERTIFICATE NUMBER: REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT,TERM OR CONDITION OF ANY CONTRACTOR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. LTRTYPE - ADDLISUSIR POLICY EFF POLICY EXP TYPE OF INSURANCE -__- INSR WVD_— POLICY NUMBER MMIDD/YYYY MMlDDIYYYY LIMITS _- .__. CLAIMS-MADE AL OCCUR 08/12/2017 EACH OCCURRENCE $1 000,000 A �(,COMMERCIAL GENERAL LIABILITY 6043241375 08/12/2016 PR MISESO RENTED $1,000,000 MED EXP(Any one person) $15,000 PERSONAL&ADV INJURY $1,0_00,_00_0____ GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $2,000,000 POLICY JECOT I_ LOC PRODUCTS-COMP/OP AGG $2,000,000 OTHER: _ �_ $ B AUTOMOBILE LIABILITY 6043241330 0811212016 08/72I201 COMBINED SINGLE LIMIT Ea accident 51,000,000 XANY AUTO BODILY INJURY(Per person) S ALL OWNED SCHEDULED BODILY INJURY Per accident) $ .AUTOS AUTOS ( X HIRED AUTOS X NON-OWNED PROPERTY DAMAGE $ AUTOS Per accident $ B X UMBRELLA LAB X OCCUR 6043241361 08/12/2016.08/121201 EACH OCCURRENCE — $14 000,000EXCESS _. _ AB CLAIMS-MADE li AGGREGATE $14,000,000_ DED Xi RETENTION_ 00— —'-_ ' $ C WORKERS COMPENSATION 6043241344 08/12/2016'08/12/201 X IPER _�I_EOTH AND EMPLOYERS'LIABILITY Y I N ANYOFFICER PRO L NIA PRIETOR/PARTNER/EXECUTIVE-- E L EACH ACCIDENT $7 000,000 /MEMBER EXCLUDED? — — — -.— ---- (Mandatory in NH) E.L.DISEASE EA EMPLOYEE $1,000,000 If yes,describe under _ DESCRIPTION OF OPERATIONS below _ E.L.DISEASE-POLICY LIMIT $1,000,000 D i Professional AEC901085502 08/12/2016'1 08/12/201 $5,000,000 per claim Liability $5,000,000 annl aggr. DESCRIPTION OF OPERATIONS I LOCATIONS/VEHICLES(ACORD 101,Additional Remarks Schedule,may be attached if more space is required) The General Liability and Automobile Liability policies include an automatic Additional Insured endorsement that provides Additional Insured status to the Certificate Holder only when there is a written contract that requires such status,and only with regard to work performed on behalf of the named insured. The General Liability,Automobile and Umbrella Liability policies contain a special endorsement with "Primary and Noncontributory"wording. (See Attached Descriptions) CERTIFICATE HOLDER CANCELLATION Pierce Goodwin Alexander& SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN Linville Inc ACCORDANCE WITH THE POLICY PROVISIONS. PGAL,LLC 3131 Briarpark Drive,Ste 200 AUTHORIZED REPRESENTATIVE Houston,TX 77042-0000 ©1988-2014 ACORD CORPORATION.All rights reserved. ACORD 25(2014/01) 1 of 2 The ACORD name and logo are registered marks of ACORD #S18413175/M18410231 YVKZP ® City of AVentura RFQ#17-ices for Av 132 Design and Build Services orAventura Charter High School Architects DESCRIPTIONS (Continued from Page 1) The General Liability,Automobile,Workers Compensation and Professional Liability policies provide a Blanket Waiver of Subrogation when required by written contract. The Umbrella Liability policy follows form to the underlying General Liability,Automobile and Workers Compensation policies. The Umbrella Liability coverage limits are in addition to those provided by the General Liability,Automobile and Workers Compensation policies. The General Liability,Automobile,Workers Compensation,Umbrella Liability and Professional Liability policies include an endorsement providing that 30 days notice of cancellation for reasons other than nonpayment of premium and 10 days notice of cancellation for nonpayment of premium will be given to the Certificate Holder by the Insurance Carrier. Prof Liab:The aggregate limit is the total insurance available for claims presented within the policy period for all operations of insured.The limit will be reduced by payment of indemnity and expense. SAGITTA 25.3(2014/01) 2 of 2 #S18413175/M18410231 ® City of a dntura RFQ#17-ices for Av 133 Design and Build Services forAventura Charter High School REQUIRED PROPOSAL FORMS PROPOSAL FORMS CITY OF AVENTURA REQUEST FOR QUALIFICATIONS DESIGN AND BUILD AVENTURA CHARTER HIGH SCHOOL RFQ # 17-07-24-2 PROPOSALFORM I have carefully examined the Request for Qualifications. I hereby propose to furnish the goods and services specified in the Request for Qualifications. I agree that my submittal will remain firm for a period of 120 days after opened by the City in order to allow the City adequate time to evaluate the proposals. I certify that all information contained in this proposal is truthful to the best of my knowledge and belief. I further certify that I am duly authorized to submit this proposal on behalf of the Company named as Proposing Company and that said Company is ready, willing and able to perform if awarded the contract. further certify, under oath, that this proposal is made without prior understanding, agreement, connection, discussion, or collusion with any other person, firm or corporation submitting a proposal; no officer, employee or agent of the City of Aventura or any other proposer has an interest in said proposal. Furthermore, I certify that the undersigned executed this Proposal Form with full knowledge and understanding of matters therein contained and was duly authorized to do so. Addendum # ! Dated '7/111/0 Addendum # Dated Addendum # Dated Attached hereto are the following forms/documents which form a part of this proposal: Attachments Proposal Form Respondent's Certification "No Bid or Proposal" Response Agency Reference List Other References Proposer's Qualifications Indemnification Clause Sworn Statement Pursuant to Section 287.133 (3) (a), Florida Statutes, 24 134 On Public Entity Crimes Business Entity Affidavit Drug-Free Workplace Affidavit Anti-Kickback Affidavit Non-Collusive Affidavit Scrutinized Companies Pursuant to Section 287.135, Florida Statues Requested for Taxpayer Identification Number and Certification (W-9) 104 L NAIN F BUSIN SS SI ATURE Jilk7 /1(,suer L-wetobye Viee tie,3!deotf NAME & TITLE, TYPED OR PRINTED MAILING ADDRESS �4 � ., le hoc) CITY, STATE, ZIP CODE ( 6L'/ ) ejw yoc,Z TELEPHONE NUMBER .L71)-t'S F' KL�j hC l C . 6", :yl EMAIL ADDRESS STATE OF ) SS COUNTY OF The foregoing instrument was sworn to and subscribed before me this /?//-) day of 1114 , 20p'_Ll by 10o A .We tter who is personal) known to me or produced as identification. \� R REST�� NOTARY PUBLIC, State of Fldri°rA �,.•�ION� _10` o • ��,so�,'s. Print Name: kes h ye = �•� Commission No.: CrC-t o'1 I °3 C' r�q- may•., e � 44`'i Commission Expires: Mr.„ 2u.Zc�l �i�9,Q�y'0ubdsU ds •1&' SEAL eii�iiiT"rr \` (if Corporation) 25 135 CITY OF AVENTURA REQUEST FOR QUALIFICATIONS DESIGN AND BUILD AVENTURA CHARTER HIGH SCHOOL RFQ # 17-07-24-2 RESPONDENT'S CERTIFICATION CERTIFICATE (if Corporation) STATE OF ) SS COUNTY OF 1A 1�eaU4 ) I HEREBY CERTIFY that a meeting of the Board of Directors of the a corporation existing under the laws of-the-State of held on �(l�ti� 2017, the following resolution was duly passed and adopted: RESOLVED, that, as OeCa hyt Vl of the Corporation, be and is hereby authorized to execute the proposal dated, Jtktzl /7 , 20/ 7 to the City of Aventura from this corporation and that his execution thereof, attested by the Secretary of the Corporation, and with the Corporate Seal affixed, shall be the official act and deed of this Corporation I further certify that said resolution is now in full force and effect. IN WITNESS WHEREOF, I have hereunto set my hand and affixed the official seal of corporation on this the /7— of JQ t� -2-0 i 7 Secretary (SEAL) 26 136 CITY OF AVENTURA REQUEST FOR QUALIFICATIONS DESIGN AND BUILD AVENTURA CHARTER HIGH SCHOOL RFQ # 17-07-24-2 AGENCY REFERENCE LIST Please list five (5) Governmental Agency contract references for which you have done business within the past three (5)years, if available: Agency Name: Palm Beach County School District Address: 3300 Summit Boulevard City, State, & Zip Code: West Palm Beach, FL 33406 Contact's Name & Phone #: Glen Armbruster/561-882-1903 Email Address: armbrus@mail.palmbeach,k12.us Agency Name: Florida Atlantic University Address: 777 Glades Road City, State, & Zip Code: Boca Raton, FL 33431 Contact's Name & Phone #: Paulo Brida/561-239-0030 Email Address: pbrida@fau.edu Agency Name: Florida International University Address: 10885 SW 16th St 29 137 REFERENCES (continued) City, State, & Zip Code: Miami, FL 33199 Contact's Name & Phone #: Robert Griffith/305-348-3615 Email Address: griffith@fiu.edu Agency Name: Broward County Address: 115 S Andrews Avenue City, State, & Zip Code: Fort Lauderdale, FL 33301 Contact's Name & Phone #: Jack Shim/954-357-8628 Email Address: jshim@broward.org Agency Name: Palm Beach County Address: 2633 Vista Parkway City, State, & Zip Code: West Palm Beach, FL 33411 Contact's Name & Phone #: John Chesher/561-233-0266 Email Address: jchesher@co.palm-beach.fl.us Attach additional sheets if necessary. If there are less than five (5) agencies listed above, complete Attachment B-1 to bring the total number of references to at least five (5). 30 138 CITY OF AVENTURA REQUEST FOR QUALIFICATIONS DESIGN AND BUILD AVENTURA CHARTER HIGH SCHOOL RFQ # 17-07-24-2 OTHER REFERENCES Please list NAME OF COMPANY, ADDRESS, PHONE NO., AND CONTACT PERSON AT COMPANY of any other Non-Governmental entities for which you have done business within the past three (5) years: Agency Name: North Broward Preparatory School Address: 7600 Lyons Road City, State, & Zip Code: Coconut Creek, FL 33073 Contact's Name & Phone #: John Lehman/954-247-0011 Email Address: lehmanj@nbps.org Agency Name: Windermere Preparatory School/Nord Anglia Address: 650 Dundee Road #150 City, State, & Zip Code: Northbrook, IL 60062 Contact's Name & Phone #: John McCall/407-340-9796 Email: john.mccall@nordanglia.com Agency Name: JM Family Enterprises Address: 185 Jim Moran Blvd., City, State, & Zip Code: Deerfield Beach, FL 33442 31 139 OTHER REFERENCES (continued) Contact's Name & Phone #: Rick Jordan/954-429-2045 Email Address: rick.jordan@jmfamily.com Agency Name: Servitas Address: 5525 MacArthur Blvd, #760 City, State, & Zip Code: Irving, TX 75038 Contact's Name & Phone #: Rafael Figueroa/972-759-1650 Email Address: rfigueroa@servitasgroup.com Agency Name: Embry Riddle Aeronautical University Address: 600 S. Clyde Morris Blvd., City, State, & Zip Code: Daytona Beach, FL 32114 Contact's Name & Phone#: Rodney Cruise/386-226-7303 Email Address: rodney.cruise@erau.edu Note: The total number of references contained on Agency References and Other References must total at least five (5). 32 140 CITY OF AVENTURA REQUEST FOR QUALIFICATIONS DESIGN AND BUILD AVENTURA CHARTER HIGH SCHOOL RFQ # 17-07-24-2 PROPOSER'S QUALIFICATIONS (Page 1 of 3) NOTE: This statement of Proposer's Qualification must be completely filled out, properly executed and returned as part of your Proposal. 1. List the true, exact and proper names of the company, partnership, corporation, trade or fictitious name under which you do business and principals by names and titles: Name of Company: PGAL Address: 791 Park of Commerce Blvd., Suite 400 Boca Raton, FL 33487 Principals: Ian A. Nestler Titles: Executive Vice President Sam Ferreri Principal 2. a. Are you licensed, as may be required, in the designated area(s) of Miami-Dade County, Florida? YES X NO b. List Principals Licensed: Name(s): Ian A. Nestler Title: Executive Vice President Sam Ferreri Principal Remarks: 3. How long has your company been in business and so licensed? 71 years 33 141 PROPOSER'S QUALIFICATIONS (continued) (Page 2 of 3) 4. If Proposer is an individual, corporation or a partnership, answer the following: a. Date of Organization 1946 b. Name, address and ownership units of all partners: See attached c. State whether general or limited partnership: d. State whether a corporation Corporation Date and place of incorporation 1989/Texas and 1998/Florida If Proposer is other than an individual, corporation or partnership, describe the organization and give the name and address of principals. 5. If Proposer is operating under a fictitious name, submit evidence of compliance with the Florida Fictitious Name Statute. 6. How many years has your organization been in business under its present business name? a. Under what other former names has your organization operated? 7. a. Has your company ever failed to complete a bonded obligation or to complete a contract? YES NO X a If so, give particulars including circumstances, where and when, name of bonding company, name and address of City and disposition of matter: 34 142 PROPOSER'S QUALIFICATIONS (continued) (Page 3 of 3) b. Are you now or in the past five (5) years been involved as a defendant in litigation concerning the performance of your company operations? If so list: See attached 8. a. List the pertinent experience of the key individuals of your organization; (continue on insert sheet, if necessary). See resumes b. State the name of the individual(s) who will have personal supervision of the work: Ian Nestler and Sam Ferreri 9. List name and title of persons in your company who are authorized to enter into a contract with the City of Aventura, Florida for the proposed work should your company be the successful Proposer. Name Ian Nestler Sam Ferreri Title Executive Vice President Principal 10. Describe your Company's experience in providing services to other police agencies similar to the comprehensive service to be provided herein. See Project Descriptions and Qualifications 35 143 CITY OF AVENTURA REQUEST FOR QUALIFICATIONS DESIGN AND BUILD AVENTURA CHARTER HIGH SCHOOL RFQ # 17-07-24-2 INDEMNIFICATION CLAUSE The Contractor shall indemnify, defend and hold harmless the City Commission, the City of Aventura and their agents and employees from and against all claims, damages, losses and expenses (including attorney's fees) arising out of or resulting from the contractor's performance of the work, provided that any such claim, damage, loss or expense (1) is attributable to bodily injury, sickness, disease or death, or to injury to or damage on destruction of property including the loss of use resulting therefrom, and (2) is caused in whole or in part by any breach or default by Contractor or negligent act or omission of the Contractor, any Subcontractor, anyone directly or indirectly employed by any of them or anyone for whose acts any of them may be liable, regardless or whether or not it is caused in part by a party indemnified hereunder. JIU1 6PSHe-1 d —A- -- -7//7/17 Proposer's Name Signature Date STATE OF FLORIDA COUNTY OF-MIR-M-I-BAA-BE P&Jv-y, 13t,,z4vi SWORN TO AND SUBSCRIBED before me, the under signed authority, I6in A . Nis I i r who, after first being sworn by me, affixed his/her [name of individual signing] signature in the space provided above on this ��1�y�day of JzwV , 20 17 ER RES. ;� \\\\11rN111 ullllll j�I* XWVN NOTARY PUBLIC #GG WON �,a•.ay900ded 111 f 1111111 36 144 SWORN STATEMENT PURSUANT TO SECTION 287.133 (3) (a), FLORIDA STATUTES, ON PUBLIC ENTITY CRIMES THIS FORM MUST BE SIGNED AND SWORN TO IN THE PRESENCE OF A NOTARY PUBLIC OR OTHER OFFICAL AUTHORIZED TO ADMINISTER OATHS. 1. This sworn statement is submitted to the CITY OF AVENTURA, FLORIDA By: -671-M 1?e S'tl-e.1, Ck-PC tt h 1-e vrc-e (print in,��&A,vidual's name and title) For: I (print name of entity submitting sworn statement) whose business address is: 79l /�6I14 6/ C°t�n2�yc;� �t�� ���i�l^✓� �Z J3�� and (if applicable) its Federal Employer Identification Number (FEIN) is: 1(a•026) . It/7(o (If the entity has no FEIN, include the Social Security Number of the individual signing this sworn statement.- 2. tatement.2. 1 understand that a "public entity crime" as defined in Paragraph 287.133 (1)(g), Florida Statutes, means a violation of any state or federal law by a person with respect to and directly related to the transaction of business with any public entity or with an agency or political subdivision of any other state or of the United States, including but not limited to, any bid or contract for goods or services to be provided to any public entity or an agency or political subdivision of any other state or of the United States and involving antitrust, fraud, theft, bribery, collusion, racketeering, conspiracy, or material misrepresentations. 3. 1 understand that "convicted" or "conviction" as defined in Paragraph 287.133 (1) (b), Florida Statutes, means a finding of guilt or a conviction of a public entity crime, with or without an adjudication of guilt, in any federal or state trial court of record relating to charges brought by indictment or information after July 1, 1989, as a result of a jury verdict, non-jury trial, or entry of a plea of guilty or non contendere. 4. 1 understand that an "affiliate" as defined in Paragraph 287.133(1)(a), Florida Statutes, means: 1. A predecessor or successor of a person convicted of a public entity crime; or 2. An entity under the control of any natural person who is active in the management of the entity and who has been convicted of a public entity crime. The term "affiliate" includes those officers' directors, executives, partners, shareholders, employees, members, and agents who are active in the management of an affiliate. The ownership by one person of shares constituting 37 145 a controlling interest in another person, or a pooling of equipment or income among persons when not for fair market value under an arm's length agreement, shall be a prima facie case that one person controls another person. A person who knowingly enters into a joint venture with a person who has been convicted of a public entity crime in Florida during the preceding 36 months shall be considered an affiliate. 5. 1 understand that a "person" as defined in Paragraph 287.133(1) (e), Florida Statutes, means any natural person or entity organized under the laws of any state or of the United States with legal power to enter into a binding contract and which bids or applies to bid on contracts for the provision of goods or services let by a public entity, or which otherwise transacts or applies to transact business with a public entity. The term "person" includes those officers, directors, executives, and partners. Shareholders, employees, members, and agents who are active in management of an entity. 6. Based on information and belief, the statement, which I have marked below, is true in relations to the entity submitting this sworn statement. (Indicate which statement applies). Neither the entity submitting this sworn statement, nor any of its officers, directors, executives, partners, shareholders, employees, members, or agents who are active in the management of the entity, nor any affiliate of the entity has been charged with and convicted of a public entity crime subsequent to July 1, 1989. ❑ The entity submitting this sworn statement, or one or more of its officers, directors, executives, partners, shareholders, employees, members, or agents who are active in the management of the entity, or an affiliate of the entity has been charged with and convicted of a public entity crime subsequent to July 1, 1989. ❑ The entity submitting this sworn statement, or one or more of its officers, directors, executives, partners, shareholders, employees, members, or agents who are active in the management of the entity, or an affiliate of the entity has been charged with and convicted of a public entity crime subsequent to July 1, 1989. However, there has been a subsequent proceeding before a Hearing Officer of the State of Florida, Division of Administrative Hearings and the final Order entered by the Hearing Officer determined that it was not in the public interest to place the entity submitting this sworn statement on the convicted vendor list(attach a copy of the final order). I UNDERSTAND THAT THE SUBMISSION OF THIS FORM TO THE CONTRACTING OFFICER FOR THE PUBLIC ENTITY IDENTIFIED IN PARAGRAPH 1 ABOVE IS FOR THAT PUBLIC ENTITY ONLY AND THAT THIS FORM IS VALID THROUGH DECEMBER 31 OF THE CALENDAR YEAR IN WHICH IT IS FILED. I ALSO 38 146 UNDERSTAND THAT I AM REQUIRED TO INFORM THE PUBLIC ENTITY PRIOR TO ENTERING INTO A CONTRACT IN EXCESS OF THE THRESHOLD AMOUNT PROVIDED IN SECTION 287.017, FLORIDA STATUTES FOR CATEGORY TWO OF ANY CHANGE IN THE INFORMATION CONTAINED IN THIS FORM. Q--• A' Signature Sworn to and subscribed before me this r]h, day 200(j Personally known OR Name of Notary Jmnf(G' Produced identification Notary Public — State of �111111{IIIIII////� \\\��,,0 og REST/p ��il21 c, `� t�C��•,SSION Ek;,••, �i�i �•� k10,20,,, i y ••°�a,Banded e ' yPublic... 111 39 147 CITY OF AVENTURA REQUEST FOR QUALIFICATIONS DESIGN AND BUILD AVENTURA CHARTER HIGH SCHOOL RFQ # 17-07-24-2 BUSINESS ENTITY AFFIDAVIT (VENDOR/BIDDER DISCLOSURE) I, Lyn lles�l-e-K , being first duly sworn State: The full legal name and business address of the person(s) or entity contracting or transacting business with the City of Aventura ("City") are (Post Office addresses are not acceptable), as follows: 7�9-02-61-IV74, Federal Employer Identification Number (If none, Social Security Number) P&)4-(— Name of Entity, Individual, Partners or Corporation Street AddresEV Suite City State Zip Code OWNERSHIP DISCLOSURE AFFIDAVIT 1. If the contact or business transaction is with a corporation, the full legal name and business address shall be provided for each officer and director and each stockholder who holds directly or indirectly five percent (5%) or more of the corporation's stock. If the contract or business transaction is with a trust, the full legal name and address shall be provided for each trustee and each beneficiary. All such names and addresses are (Post Office addresses are not acceptable), as follows: Full Legal Name Address Ownership % BUSINESS ENTITY AFFIDAVIT (continued) 40 148 The full legal names and business address of any other individual (other than subcontractors, material men, suppliers, laborers, or lenders) who have, or will have, any interest (legal equitable, beneficial or otherwise) in the contract or business transaction with the City are (Post Office addresses are not acceptable), as follows: 1Q�,4. 7 7 // :7 Signature of Affiant ate Print Name Sworn to and subscribed before me this /711,) day of Ji2017 Personally known ✓ ;; /42 OR Notary Public Produced identification Notary Public— State of socia My Commission expires: Type of identifil RESTS ��ii, Alt, Printed, j s;•• ii tilci ZU �OZI *' Printed, typed or stamped �c •071036 0 : commissioned 2 ? ea aea��ac``� �4 ��i,�l aryPUN cT' • DNX pus LiC,SSP• �� \ �����1111111I II1N���\ 41 149 CITY OF AVENTURA REQUEST FOR QUALIFICATIONS DESIGN AND BUILD AVENTURA CHARTER HIGH SCHOOL RFQ # 17-07-24-2 DRUG-FREE WORKPLACE AFFIDAVIT FLORIDA STATE STATUTE 287.087 Identical Tie Bids: Preference shall be given to business with drug-free workplace programs. Whenever two (2) or more bids which are equal with respect to price, quality, and service are received by the State or by any political subdivision for the procurement of commodities or contractual services, a bid received from a business that certifies that it has implemented a drug-free workplace program shall be given preference in the award process. Established procedures for processing tie bids will be followed if none of the tied vendors have a drug-free workplace program. In order to have a drug-free workplace program, a business shall: a) Publish a statement notifying employees that the unlawful manufacture, distribution, dispensing, possession, or use of a controlled substance is prohibited in the workplace and specifying the actions that will be taken against employees for violations of such prohibition. b) Inform employees about the dangers of drug abuse in the workplace, the business's policy of maintaining a drug-free workplace, any available drug counseling, rehabilitation, and employee assistance programs, and the penalties that may be imposed upon employees for drug abuse violations. 1) Give each employee engaged in providing the commodities or contractual services that are under Bid a copy of the statement specified in subsection (1). 2) In the statement specified in subsection (1), notify the employees that, as a condition of working on the commodities or contractual services that are under Bid, the employee will abide by the terms of the statement and will notify the employer of any conviction of, or plea of guilty or nolo contendere to, any violation of chapter 893 or of any controlled substance law of the United States or any state, for a violation occurring in the workplace no later than five (5) days after such conviction. 42 150 DRUG-FREE WORKPLACE AFFIDAVIT (continued) 3) Impose a sanction on, or require the satisfactory participation in a drug abuse assistance or rehabilitation program if such is available in the employee's community, by any employee who is so convicted. 4) Make a good faith effort to continue to maintain a drug-free workplace through the implementation of this section. FLORIDA STATE STATUTE 287.087 As the person authorized to sign the statement, I cer 'fy that this firm complies fully with the above requirements. " A Vendor's Signature 43 151 CITY OF AVENTURA REQUEST FOR QUALIFICATIONS DESIGN AND BUILD AVENTURA CHARTER HIGH SCHOOL RFQ # 17-07-24-2 ANTI-KICKBACK AFFIDAVIT STATE OF FLORIDA } } SS: COUNTY OF P4IM I�t'�c� } I, the undersigned, hereby duly sworn, depose and say that no portion of the sum herein bid will be paid to any employees of the City of Aventura, its elected officials, and PC�7�YC- or its design consultants, as a commission, kickback, reward or gift, directly or indirectly by me or any member of my firm or by an officer of the corporation. By: �--� - Title: q, L(Q( hI'(-- VlC,--, S�ik-�a�� Sworn and subscribed before this 0 41 day of k/� 2017 \`oNUHlIt1N111!1 Notary Pubfic, State of Florida 5•, 6 t,••Q Printed Name i9 �Oo'ded«`Orli`°'• ii�' bUc UnSTAM da (� My commission expires: 1\14y 2- Z�Zi lei;n11110 44 152 CITY OF AVENTURA REQUEST FOR QUALIFICATIONS DESIGN AND BUILD AVENTURA CHARTER HIGH SCHOOL RFQ # 17-07-24-2 NON-COLLUSIVE AFFIDAVIT STATE OF FLORIDA } } SS: COUNTY OF } 4?M rle s�(e,,(- being first duly sworn, deposes and says that: a) He/she is the (Owner, ,) Partner, Officer, Representative or Agent) of I the Proposer that has submitted the attached Proposal; b) He/she is fully informed respecting the preparation and contents of the attached Proposal and of all pertinent circumstances respecting such Proposal; c) Such Proposal is genuine and is not collusive or a sham Proposal; d) Neither the said Proposer nor any of its officers, partners, owners, agents, representatives, employees or parties in interest, including this affiant, have in any way colluded, conspired, connived or agreed, directly or indirectly, with any other Proposer, firm, or person to submit a collusive or sham Proposal in connection with the Work for which the attached Proposal has been submitted; or to refrain from proposing in connection with such work; or have in any manner, directly or indirectly, sought by person to fix the price or prices in the attached Proposal or of any other Proposer, or to fix any overhead, profit, or cost elements 45 153 of the Proposal price or the Proposal price of any other Proposer, or to secure through any collusion, conspiracy, connivance, or unlawful agreement any advantage against (Recipient), or any person interested in the proposed work; e) The price or prices quoted in the attached Proposal are fair and proper and are not tainted by any collusion, conspiracy, connivance, or unlawful agreement on the part of the Proposer or any other of its agents, representatives, owners, employees or parties in interest, including this affiant. Signed, sealed and delivered in the presence of: tness ke� Witness (Printed Name) (Title) 46 154 NON-COLLUSIVE AFFIDAVIT (continued) ACKNOWLEDGMENT STATE OF FLORIDA } } SS: COUNTY OF P41m 13eat j } BEFORE ME, the undersigned authority personally appeared I G n A. W s n t r to me well known and known by me to be the person described herein and who executed the foregoing Affidavit and acknowledged to and before me that //e.l d. Ne's 11,z;_ executed said Affidavit for the purpose therein expressed. WITNESS, my hand and official seal this ,'7 day of Ji'11 v , 2011 . � trR1RES My Commission Expires: M 4 y 2�i � ���� NN TiN•.••••••. Ito A ��� ��!•�,1SSION� ��i ''VO Py 20,?Q?i�'• ~' * OGG 071036 i20i� N. do� �� ~e Notary P blic State of Florida at Large t ',�py?pu6llded cUnae` '� 47 155 SCRUTINIZED COMPANIES PURSUANT TO SECTION 287.135, FLORIDA STATUES The undersigned Proposer in accordance with Section 287.135, Florida Statutes, hereby certifies that: 1. Proposer is not participating in a boycott of Israel; 2. Proposer is not on the Scrutinized Companies with Activities in Sudan List or the Scrutinized Companies with Activities in the Iran Petroleum Energy Sector List; ,,3. PrrAoposer oes not have business operations in Cuba or Syria. Signature (Blue ink only) VW he g wK Print Name o(e CGL fTy� C1�1e ✓e Title Wo7�tj Date STATE OF FLORIDA ) COUNTY OF Ptilrn be4th ) The foregoing instrument was acknowledged before me this /V/ day of 2017, by ✓ esmr- as �// U Presjdent (Name of person acknowledging) (Title) for PH L- (Company name) Personally known to me or has produced Identification type of identification produced 1 11�11.tfll��� (NOTARY SE/��� ds ���% SIGNATURE OF NOTARY PUBLIC `�.�`��.�• '�$SION .� '�. PRINT, TYPE/STAMP NAME OF Z* #GG 07`1036 •*= f':Q �ayp°nded�`� �0• 48 ail�' NIS 156 Form W=9 Request for Taxpayer Give Form to the (Rev.Dueeni 2014) requester,Do not Department of the Treasury Identification Number and Certification send to the IRS. Internal Revenue Service 1 Name(as shown on your income tax return)_Name is required on this line;do not leave this line blank. Pierce Goodwin Linville and Alexander,Inc. 2 Business name/disregarded entity name,if different from above N f)1 OL 3 Check appropriate box for federal tax classification;check only one of the following seven boxes: 4 Exemptions(codes apply enly to 1Z certain entities,not individuals;see ❑Individuallsote proprietor or C Corporation Q S Corporacion ❑ Partnership ❑Trustlestate instructions ona e 3 N single-member LLC Exempt g CL o Exempt payee code(if any) ❑Limited liability company Enter the tax classification(C=C corporation,5=5 corporation,P=partnership)f p i Note.For a single-member LLC that is disregarded,do not check LLC;check the appropriate box In the line above for Exemption from FATCA reporting w the tax classification of the single-member owner, code(if any) _ es!v ecvvunfs manlained vufside tfra V.S.) IL v ❑Other(sae instructions]► usw� 5 Address(number,street,and apt,or suite no.) Requester's name and address(optional} v a 3131 Briarpark Drive,Suite 200 m 6 City,slate,and ZIP code m 0 Houston,Texas 77042 7 List account numbers?here(optional) Taxpayer Identification Number(TIN) Enter your TIN in the appropriate box.The TIN provided must match the name given an line 1 to avoid Social security number backup withholding, individuals,this is generally your social security number(SEN). However,fora _m resident alien, sole proprietor, or disregarded entity,sea the Part I instructions on page 3.For other entities,it is your employer identification number(E!N). If you do not have a number,see How to get a TIIV on page 3. or Note_ If the account is in more than one name,see the instructions for line 1 and the chart on page 4 for Employer identification number guidelines on whose number to enter. T76 - 0 1 2 1 9 1 1 1 4 7 6 Certification Under penalties of perjury, I certify that 1. The number shown on this form is my correct taxpayer Identification number(or I am waiting for a number to be issued to me);and 2. I am not subject to backup withholding because:(a)I am exempt from backup withholding,er(b)I have not been notified by the Internal Revenue Service(IRS)that I am subject to backup withholding as a result of a failure to report all interest or dividends,or(c)the IRS has notified me that I am no longer subject to backup withholding;and 3. I am a U.S.citizen or other U.S. person(defined below);and 4.The FATCA codes)entered on this form(if any)indicating that I am exempt from FATCA reporting is correct_ Certification instructions.You must cross out item 2 above it you have been notified by the IRS that you are currently subject to backup withholding because you have failed to report all interest and dividends on your tax return.For real estate transactions,item 2 does not apply.For mortgage interest paid,acquisition or abandonment of secured property,cancellation of debt,contributions to an individual retirement arrangement(IRA),and generally, payments other than In rest an vidends,you are not required to sign the certification, but you must provide your correct TIN.See the instructions on page 3. Sign Signature of //�� Here U.S.person Ill Date 1► '? o General Instructions •Form 1098(home mortgage inter t).1098-E(student loan interest), 1098-T (tuition) Section references are to the Internal Revenue Code unless otherwise noted. -Form 1099-C{canceled debt) Future developments.Information about developments affecting Form W-9(such .Form 1099-A(acquisition or abandonment of secured property) as legislation enacted after we release it)is at www.irs.gov/fw9. Use Form W-9 only if you are a U.S.person(including a resident alien),to Purpose of Form provide your correct TIN. An individual or entity(Form 1IN-9 requester)who is required to flla an information If you do Rot return Form W-9 to the requester with a TIN,you might be subject return with the IRS must obtain your correct taxpayer identification number(TIN) to backup withholding.See What is backup withholdini on page 2. which may be your social security number(SSN),individual taxpayer identification: By signing the filled-cut form,you: number(ITIN),adoption taxpayer identification number(ATIN),or employer 1.Certify that the TIN you are giving is correct{a'you are waiting for a number id riffication number(l to report on an information return the ameunt paici to i 1O be issued), you,or other areportable on an information return.Examples of Information mount n returns include:'but are not limited to,theIYcIlowil 2.,Ceriityrth4kyyou.ar ;not subject to backup withholding,or -Tt:• •Form 1099-INT(interest earned or paid) 3.Claim exeMpg1gn from backup withholding if you area U.S.exempt payee.If „ •,r• •Farm 1099-DIV(dividends,including iFiose from stocks or mutual funds) applicable,you are,also certifying that as a U.S.person,your a1ocal le share of,... ; any partnersiijp'tneoma from a U.S.trade or business is not subject to the •Form 1099-MISC(various types of income,prizes,awards,or gross proceeds) withholdingtm(un'foreign partners'share of effectively connected income,anis'^ •Form 1099-B(stock or mutual fund sales and certain other transactions by 4.Certity that FATCA codes)entered en this form(if any)indicating that you are brokers] exempt from the FATCA reporting,is correct.See What is FATCA reporting?on ■Form 1099-S(proceeds from real estate transactions) page 2 for further information. ■Form 1099-K(merchant card and third party network transactions) Cal.No.10231X Form w-9(Rev. 12-2014) 157 PROPOSALFORMS CITY OF AVENTURA REQUEST FOR QUALIFICATIONS DESIGN AND BUILD AVENTURA CHARTER HIGH SCHOOL RFQ # 17-07-24-2 PROPOSAL FORM I have carefully examined the Request for Qualifications. I hereby propose to furnish the goods and services specified in the Request for Qualifications. I agree that my submittal will remain firm for a period of 120 days after opened by the City in order to allow the City adequate time to evaluate the proposals. I certify that all information contained in this proposal is truthful to the best of my knowledge and belief. I further certify that I am duly authorized to submit this proposal on behalf of the Company named as Proposing Company and that said Company is ready, willing and able to perform if awarded the contract. I further certify, under oath, that this proposal is made without prior understanding, agreement, connection, discussion, or collusion with any other person, firm or corporation submitting a proposal; no officer, employee or agent of the City of Aventura or any other proposer has an interest in said proposal. Furthermore, 1 certify that the undersigned executed this Proposal Form with full knowledge and understanding of matters therein contained and was duly authorized to do so. Addendum# 1 Dated 7/19/2017 Addendum# Dated Addendum# Dated Attached hereto are the following forms/documents which form a part of this proposal: Attachments Proposal Form Respondent's Certification "No Bid or Proposal" Response Agency Reference List Other References Proposer's Qualifications Indemnification Clause Sworn Statement Pursuant to Section 287.133 (3) (a), Florida Statutes, 24 158 On Public Entity Crimes Business Entity Affidavit Drug-Free Workplace Affidavit Anti-Kickback Affidavit Non-Collusive Affidavit Scrutinized Companies Pursuant to Section 287.135, Florida Statues Requested for Taxpayer Identification Number and Certification (W-9) Kaufman Lynn Construction, Inc. NAME OF BUSINESS SIGNATURE Michael Kaufman, President&CEO NAME &TITLE, TYPED OR PRINTED MAILING ADDRESS 4850 T-Rex Avenue, Suite 300 Boca Raton, FL 33431 CITY, STATE, ZIP CODE (561 ) 361-6700 TELEPHONE NUMBER mkaufman@kaufmanlynn.com EMAIL ADDRESS STATE OF Florida ) ) SS COUNTY OF Palm Beach ) The foregoing instrument was sworn to and subscribed before me this `' qday of ; ;C,i t� ��- 2l_ by ,��� =:v����� i �����,-:�:� who is pen to me or produced as identification NOTARY PUBLIC, Sbte of wY► Notary Public State olFlorida ?° Alyssa Toolis Print Name: d'iS5'a MyCommissianFF 191192 Expires NMS/2019 Commission No.: Fj7 t�ii =f Commission Expires: :I I i� Wt SEAL (if Corporation) 25 159 CITY OF AVENTURA REQUEST FOR QUALIFICATIONS DESIGN AND BUILD AVENTURA CHARTER HIGH SCHOOL RFQ # 17-07-24-2 RESPONDENT'S CERTIFICATION CERTIFICATE (if Corporation) STATE OF Florida ) ) SS COUNTY OF Palm Beach ) I HEREBY CERTIFY that a meeting of the Board of Directors of the Kaufman Lynn Construction a corporation existing under the laws of-the-State of Florida , held on May 2 , 2017 , the following resolution was duly passed and adopted: RESOLVED, that, as President and CEO of the Corporation, be and is hereby authorized to execute the proposal dated, July24 , 20 17 to the City of Aventura from this corporation and that his execution thereof, attested by the Secretary of the Corporation, and with the Corporate Seal affixed, shall be the official act and deed of this Corporation I further certify that said resolution is now in full force and effect. IN WITNESS WHEREOF, I have hereWnto set my hand and affixed the official seal of corporation on this the _ of -j r Secretary " (SEAL) 26 160 CITY OF AVENTURA REQUEST FOR QUALIFICATIONS DESIGN AND BUILD AVENTURA CHARTER HIGH SCHOOL RFQ # 17-07-24-2 AGENCY REFERENCE LIST Please list five (5) Governmental Agency contract references for which you have done business within the past three (5)years, if available: Agency Name: City ofAventura Address: 19200 West Country Club Drive City, State, &Zip Code: Aventura, FL 33180 Contact's Name & Phone#: Eric Soroka, 305-466-8910 Email Address: esoroka@cityofaventura.com Agency Name: School Board of Broward County Address: 1700 SW 14th Court City, State, &Zip Code: Fort Lauderdale,FL 33312 Contact's Name & Phone#: Greg Boardman,754-321-1620 Email Address: gregory.boardman@browardschools.com Agency Name: City of Hollywood Address: 1621 North 14th Avenue 29 161 REFERENCES (continued) City, State, &Zip Code: Hollywood, FL 33022 Contact's Name & Phone#: Bob Wertz, 954-921-3992 Email Address: bwertz@hollywoodfl.org Agency Name: Miami Dade College Address: 11011 S.W. 104th Street City, State, &Zip Code: Miami, FL 33176-3393 Contact's Name & Phone#: Carlos Dougnac, 352-260-1829 Email Address: cdougnac@ufl.edu Agency Name: Palm Beach State College Address: 4200 Congress Avenue City, State, &Zip Code: Lake Worth, FL 33461 Contact's Name & Phone#: Kirk Stetson, 561-868-3744 Email Address: stetsonk@palmbeachstate.edu Attach additional sheets if necessary. If there are less than five (5) agencies listed above, complete Attachment B-1 to bring the total number of references to at least five (5). 30 162 CITY OF AVENTURA REQUEST FOR QUALIFICATIONS DESIGN AND BUILD AVENTURA CHARTER HIGH SCHOOL RFQ # 17-07-24-2 OTHER REFERENCES Please list NAME OF COMPANY, ADDRESS, PHONE NO., AND CONTACT PERSON AT COMPANY of any other Non-Governmental entities for which you have done business within the past three (5) years: Agency Name: St Mark's Episcopal Educationa[Center Address: 3395 Burns Road City, State, &Zip Code: Palm Beach Gardens, FL 33410 Contact's Name & Phone#: Ron McElhone, 561-622-0956 Email Address: rmcelhone stmarks b .or Agency Name: Temple Judea Margaux Early Childhood School Address: 5500 Granada Blvd City, State, &Zip Code: Coral Gables, FL 33146 Contact's Name & Phone#: Jim Siegel, 305-669-1938,jsiegel@trigramgc.com Agency Name: Meyer Academy 1 Address: 4803 PGA Boulevard i City, State, &Zip Code. Palm Beach Gardens, FL 33418 e 31 i 163 OTHER REFERENCES (continued) Contact's Name & Phone#: Jerry Rappaport, 561-689-7700 Email Address: jerry@jerryrappaport.com Agency Name: Florida Atlantic University Address: 777 Glades Road, Building 69, Room 103B City, State, &Zip Code: Boca Raton, FL 33431 Contact's Name & Phone#: Azita Dashtaki Dotiwala, 561-297-0425 Email Address; dashtaki@fau.edu Agency Name: Temple Beth EI Address: 333 SW 4th Avenue City, State, &Zip Code: Boca Raton FL 33432 Contact's Name & Phone#: Art Siegel, 561-750-9233 Email Address: artsiegel@belIsouth.net Note: The total number of references contained on Agency References and Other References must total at least five (5). i I 32 9 I 164 CITY OF AVENTURA REQUEST FOR QUALIFICATIONS DESIGN AND BUILD AVENTURA CHARTER HIGH SCHOOL RFQ # 17-07-24-2 PROPOSER'S QUALIFICATIONS (Pagel of 3) NOTE: This statement of Proposer's Qualification must be completely filled out, properly executed and returned as part of your Proposal. 1. List the true, exact and proper names of the company, partnership, corporation, trade or fictitious name under which you do business and principals by names and titles: Name of Company: Kaufman Lynn Construction, Inc. Address: 4850 T-Rex Avenue, Suite 300, Boca Raton, EL 33431 Principals: Michael Kaufman Titles: President and CEO 2. a. Are you licensed, as may be required, in the designated area(s) of Miami-Dade County, Florida? YES V NO b. List Principals Licensed: Name(s): Michael Kaufman Title: President and CEO Remarks: 3. How long has your company been in business and so licensed? Since 1989, 28 years 33 165 PROPOSER'S QUALIFICATIONS (continued) (Page 2 of 3) 4. If Proposer is an individual, corporation or a partnership, answer the following: a. Date of Organization January 24, 1989 b. Name, address and ownership units of all partners: Michael Kaufman, 4850 T-Rex Ave, Suite 300, Boca Raton, FI_33431 c. State whether general or limited partnership: d. State whether a corporation Corporation Date and place of incorporation Florida, January 24, 1989 If Proposer is other than an individual, corporation or partnership, describe the organization and give the name and address of principals. 5. If Proposer is operating under a fictitious name, submit evidence of compliance with the Florida Fictitious Name Statute. 6. How many years has your organization been in business under its present business name? Since 1/1/2011 a. Under what other former names has your organization operated? Michael I Kaufman, Inc. (1124189-10/19/89), Kaufman Lynn, Inc. General Contractors(10119/89- 111111) Corporate ID has remained the same since found[nq in 1989. 7. a. Has your company ever failed to complete a bonded obligation or to complete a contract? YES NO a If so, give particulars including circumstances, where and when, name of bonding company, name and address of City and disposition of matter: 34 i 166 PROPOSER'S QUALIFICATIONS (continued) (Page 3 of 3) b. Are you now or in the past five (5) years been involved as a defendant in litigation concerning the performance of your company operations? If so list: Please see Tab F containing the AIA 305 Form which explains litigation in greater detail. 8. a. List the pertinent experience of the key individuals of your organization; (continue on insert sheet, if necessary). Please see attached resumes included in Tab B-Construction Manager: Personnel b. State the name of the individual(s) who will have personal supervision of the work: Michael Kaufman (President and CEO), Sam Doggart(Precon), Jeff Zalkin (Director), Ben Baffer(Project Excecutive), Fernando Yepes(Project Manager), Carlos Teijeiro (Superintendent), and Garrison Salters Pro'ect Engineer II 9. List name and title of persons in your company who are authorized to enter into a contract with the City of Aventura, Florida for the proposed work should your company be the successful Proposer. Name Michael Kaufman -title President&CEO 10. Describe your Company's experience in providing services to other police agencies similar to the comprehensive service to be provided herein. Kaufman Lynn Construction has a great deal of experience providing services to educational I Clients, similar to the comprehensive services to be provided for the Aventura Charter High School. A brief list of our education Clients include the following: City of Aventura, Miami Dade College, the School Board of Broward County, Pinecrest Prepatory School, Florida Atlantic University, Broward College, St. Andrews. Palm Beach State College, St. Mark's Episcopal Church and School, Temple Judea, Meyer Academy, Florida International University 35 i 'i 167 CITY OF AVENTURA REQUEST FOR QUALIFICATIONS DESIGN AND BUILD AVENTURA CHARTER HIGH SCHOOL RFQ # 17-07-24-2 INDEMNIFICATION CLAUSE The Contractor shall indemnify, defend and hold harmless the City Commission, the City of Aventura and their agents and employees from and against all claims, damages, losses and expenses (including attorney's fees) arising out of or resulting from the contractor's performance of the work, provided that any such claim, damage, loss or expense (1) is attributable to bodily injury, sickness, disease or death, or to injury to or damage on destruction of property including the loss of use resulting therefrom, and (2) is caused in whole or in part by any breach or default by Contractor or negligent act or omission of the Contractor, any Subcontractor, anyone directly or indirectly employed by any of them or anyone for whose acts any of them may be liable, regardless or whether or not it is caused in part by a party indemnified hereunder. Michael Kaufman _ 7/24/2017 Proposer's Name Signoke' Date STATE OF FLORIDA COUNTY OF MIAMI--DADE SWORN TO AND SUBSCRIBED before me, the under signed authority, 'IA € .�- i_4 - who, after first being sworn by me, affixed his/her [name of individual signing] signature in the space provided above on this a4""day of , 20 " NOTARY PUBLIC EVpN Notary Public State of Florida Alyssaf'roolis pMy Commission FF 191192 Expires 02118/2019 36 168 SWORN STATEMENT PURSUANT TO SECTION 287,133 (3) (a), FLORIDA STATUTES, ON PUBLIC ENTITY CRIMES THIS FORM MUST BE SIGNED AND SWORN TO IN THE PRESENCE OF A NOTARY PUBLIC OR OTHER OFFICAL AUTHORIZED TO ADMINISTER OATHS. 1. This sworn statement is submitted to the CITY OF AVENTURA, FLORIDA By: Michael Kaufman, President&CFO (print individual's name and title) For: Kaufman Lynn Construction (print name of entity submitting sworn statement) whose business address is: 4850 T-Rex Avenue, Suite 300, Boca Raton, FL 33431 and (if applicable) its Federal Employer Identification Number (FEIN) is: 65-0098115 (if the entity has no FEIN, include the Social Security Number of the individual signing this sworn statement. 2. l understand that a "public entity crime" as defined in Paragraph 287.133 (1)(g), Florida Statutes, means a violation of any state or federal law by a person with respect to and directly related to the transaction of business with any public entity or with an agency or political subdivision of any other state or of the United States, including but not limited to, any bid or contract for goods or services to be provided to any public entity or an agency or political subdivision of any other state or of the United States and involving antitrust, fraud, theft, bribery, collusion, racketeering, conspiracy, or material misrepresentations. 3. 1 understand that"convicted" or "conviction" as defined in Paragraph 287.133 (1) (b), Florida Statutes, means a finding of guilt or a conviction of a public entity crime, with or without an adjudication of guilt, in any federal or state trial court of record relating to charges brought by indictment or information after July 1, 1989, as a result of a jury verdict, non jury trial, or entry of a plea of guilty or non contendere. 4. 1 understand that an "affiliate" as defined in Paragraph 287.133(1)(a), Florida Statutes, means: 1. A predecessor or successor of a person convicted of a public entity crime; or 2. An entity under the control of any natural person who is active in the management of the entity and who has been convicted of a public entity crime. The term "affiliate" includes those officers' directors, executives, partners, shareholders, employees, members, and agents who are active in the management of an affiliate. The ownership by one person of shares constituting 37 169 a controlling interest in another person, or a pooling of equipment or income among persons when not for fair market value under an arm's length agreement, shall be a prima facie case that one person controls another person, A person who knowingly enters into a joint venture with a person who has been convicted of a public entity crime in Florida during the preceding 36 months shall be considered an affiliate. 5. 1 understand that a "person" as defined in Paragraph 287.133(1) (e), Florida Statutes, means any natural person or entity organized under the laws of any state or of the United States with legal power to enter into a binding contract and which bids or applies to bid on contracts for the provision of goods or services let by a public entity, or which otherwise transacts or applies to transact business with a public entity. The term "person" includes those officers, directors, executives, and partners. Shareholders, employees, members, and agents who are active in management of an entity. 6. Based on information and belief, the statement, which I have marked below, is true in relations to the entity submitting this sworn statement. (indicate which statement applies). Neither the entity submitting this sworn statement, nor any of its officers, directors, executives, partners, shareholders, employees, members, or agents who are active in the management of the entity, nor any affiliate of the entity has been charged with and convicted of a public entity crime subsequent to July 1, 1989. ❑ The entity submitting this sworn statement, or one or more of its officers, directors, executives, partners, shareholders, employees, members, or agents who are active in the management of the entity, or an affiliate of the entity has been charged with and convicted of a public entity crime subsequent to July 1, 1989. ❑ The entity submitting this sworn statement, or one or more of its officers, directors, executives, partners, shareholders, employees, members, or agents who are active in the management of the entity, or an affiliate of the entity has been charged with and convicted of a public entity crime subsequent to July 1, 1989. However, there has been a subsequent proceeding before a Hearing Officer of the State of Florida, Division of Administrative Hearings and the final Order entered by the Hearing Officer determined that it was not in the public interest to place the entity submitting this sworn statement on the convicted vendor list (attach a copy of the final order). I UNDERSTAND THAT THE SUBMISSION OF THIS FORM TO THE CONTRACTING OFFICER FOR THE PUBLIC ENTITY IDENTIFIED IN PARAGRAPH 1 ABOVE IS FOR THAT PUBLIC ENTITY ONLY AND THAT THIS FORM IS VALID THROUGH DECEMBER 31 OF THE CALENDAR YEAR IN WHICH IT IS FILED, I ALSO 38 170 UNDERSTAND THAT I AM REQUIRED TO INFORM THE PUBLIC ENTITY PRIOR TO ENTERING INTO A CONTRACT IN EXCESS OF THE THRESHOLD AMOUNT PROVIDED IN SECTION 287.017, FLORIDA STATUTES FOR CATEGORY TWO OF ANY CHANGE IN THE INFORMATION CONTAINED IN THIS FORM. Signature Sworn to and subscribed before me this P'4 f— day . 29@ rso 1 �.�known _ �.�....,..�✓ OR Name of Notary Produced identification Notary Public — State of YvNotary Public State oP Florida Alyssa Toolis My Commission FF 191192 Expires 0 214 812 01 9 I 39 n. 171 i CITY OF AVENTURA REQUEST FOR QUALIFICATIONS DESIGN AND BUILD AVENTURA CHARTER HIGH SCHOOL RFQ # 17-07-24-2 BUSINESS ENTITY AFFIDAVIT (VENDORIBIDDER DISCLOSURE) I Michael Kaufman, President&CEO being first duly sworn State: The full legal name and business address of the person(s) or entity contracting or transacting business with the City of Aventura ("City") are (Post Office addresses are not acceptable), as follows: 65-0098115 Federal Employer Identification Number(If none, Social Security Number) Kaufman Lynn Construction Name of Entity, Individual, Partners or Corporation 4850 T-Rex Avenue, Suite 300, Boca Raton, FL 33431 Street Address Suite City State Zip Code OWNERSHIP DISCLOSURE AFFIDAVIT 1. If the contact or business transaction is with a corporation, the full legal name and business address shall be provided for each officer and director and each stockholder who holds directly or indirectly five percent (5%) or more of the corporation's stock. If the contract or business transaction is with a trust, the full legal name and address shall be provided for each trustee and each beneficiary. All such names and addresses are (Post Office addresses are not acceptable), as follows: Full Legal Name Address Ownership i Michael Kaufman 4850 T-Rex Avenue, Suite 300, Boca Raton, FL 33431 100 % i BUSINESS ENTITY AFFIDAVIT (continued) 40 !x 172 D/O The full legal names and business address of any other individual (other than subcontractors, material men, suppliers, laborers, or lenders) who have, or will have, any interest (legal equitable, beneficial or otherwise) in the contract or business transaction with the City are (Post Office addresses are not acceptable), as follows: Not applicable 712412017 Wnature of Affiant Date Michael Kaufman, President&CEO Print Name Sworn to and subscribed before me this dLI day of 1L—ioke— 20 .amamlly known OR Notary Public Produced identification Notary Public—State of � j I My Commission expires: Type of identification i �,'oPcq� Notary Public State of Florida Alyssa Toolis Printed, typed or stamped M M commission FF 191192"_ a Y '?a �8 Expires 02118l2619 commissioned I I l� 41 173 CITY OF AVENTURA REQUEST FOR QUALIFICATIONS DESIGN AND BUILD AVENTURA CHARTER HIGH SCHOOL RFQ # 17-07-24-2 DRUG-FREE WORKPLACE AFFIDAVIT FLORIDA STATE STATUTE 287.087 Identical Tie Bids: Preference shall be given to business with drug-free workplace programs. Whenever two (2) or more bids which are equal with respect to price, quality, and service are received by the State or by any political subdivision for the procurement of commodities or contractual services, a bid received from a business that certifies that it has implemented a drug-free workplace program shall be given preference in the award process. Established procedures for processing tie bids will be followed if none of the tied vendors have a drug-free workplace program. In order to have a drug-free workplace program, a business shall a) Publish a statement notifying employees that the unlawful manufacture, distribution, dispensing, possession, or use of a controlled substance is prohibited in the workplace and specifying the actions that will be taken against employees for violations of such prohibition. b) Inform employees about the dangers of drug abuse in the workplace, the business's policy of maintaining a drug-free workplace, any available drug counseling, rehabilitation, and employee assistance programs, and the penalties that may be imposed upon employees for drug abuse violations. 1) Give each employee engaged in providing the commodities or contractual services that are under Bid a copy of the statement specified in subsection (1). 2) In the statement specified in subsection (1), notify the employees that, as a condition of working on the commodities or contractual services that are under Bid, the employee will abide by the terms of the statement and will notify the employer of any conviction of, or plea of guilty or nolo contendere to, any violation of chapter 893 or of any controlled substance law of the United States or any state, for a violation occurring in the workplace no later than five (5) days after such conviction. 42 174 DRUG-FREE WORKPLACE AFFIDAVIT (continued) 3) Impose a sanction on, or require the satisfactory participation in a drug abuse assistance or rehabilitation program if such is available in the employee's community, by any employee who is so convicted. 4) Make a good faith effort to continue to maintain a drug-free workplace through the implementation of this section. FLORIDA STATE STATUTE 287.087 As the person authorized to sign the state mentJ certify that this firm complies fully with the above requirements. Vendor's Signature 43 175 CITY OF AVENTURA REQUEST FOR QUALIFICATIONS DESIGN AND BUILD AVENTURA CHARTER HIGH SCHOOL RFQ # 17-07-24-2 ANTI-KICKBACK AFFIDAVIT STATE OF FLORIDA } } SS: COUNTY OF Palm Beach } I, the undersigned, hereby duly sworn, depose and say that no portion of the sum herein bid will be paid to any employees of the City of Aventura, its elected officials, and Kaufman h nn Construction or its design consultants, as a commission, kickback, reward or gift, directly or indirectly by me or any member of my firm or by an officer of the corporation. By: Title: President and CEO Sworn and subscribed before this day of 20 t7 Notary Publi , State of Florida � A�` Notary Public State of Florida F Alyssa Tooks My Commission FF 191192 _ pF ti Expires 02/1812019 (Printed Name) My commission expires: 44 176 CITY OF AVENTURA REQUEST FOR QUALIFICATIONS DESIGN AND BUILD AVENTURA CHARTER HIGH SCHOOL RFQ # 17-07-24-2 NON-COLLUSIVE AFFIDAVIT STATE OF FLORIDA } } SS: COUNTY OF Palm Beach } Michael Kaufman being first duly sworn, deposes and says that: a) He/she is the President and CEO (Owner, Partner, Officer, Representative or Agent) of Kaufman Lynn Construction the Proposer that has submitted the attached Proposal; b) He/she is fully informed respecting the preparation and contents of the attached Proposal and of all pertinent circumstances respecting such Proposal; c) Such Proposal is genuine and is not collusive or a sham Proposal; d) Neither the said Proposer nor any of its officers, partners, owners, agents, representatives, employees or parties in interest, including this affiant, have in any way colluded, conspired, connived or agreed, directly or indirectly, with any other Proposer, firm, or person to submit a collusive or sham Proposal in connection with the Work for which the attached Proposal has been submitted; or to refrain from proposing in connection with such work; or have in any manner, directly or indirectly, sought by person to fix the price or prices in the attached Proposal or of any other Proposer, or to fix any overhead, profit, or cost elements 45 177 of the Proposal price or the Proposal price of any other Proposer, or to secure through any collusion, conspiracy, connivance, or unlawful agreement any advantage against (Recipient), or any person interested in the proposed work; e) The price or prices quoted in the attached Proposal are fair and proper and are not tainted by any collusion, conspiracy, connivance, or unlawful agreement on the part of the Proposer or any other of its agents, representatives, owners, employees or parties in interest, including this affiant. Signed, sealed and delivered in the presence of: ® - 1 �, Witness Kaufman Lynn Construction itness (Printed Name) President and CEO (Title) I i i i, 46 I Ii ,I 178 NON-COLLUSIVE AFFIDAVIT (continued) ACKNOWLEDGMENT STATE OF FLORIDA } } SS: COUNTY OF Palm Beach } BEFORE ME, the undersigned authority personally appeared Michael Kaufman to me well known and known by me to be the person described herein and who executed the foregoing Affidavit and acknowledged to and before me that Michae[ Kaufman executed said Affidavit for the purpose therein expressed. WITNESS, my hand and official seal this C�L't day of 201-7 . . ..... .. .. ...... ...... ...... ...... ........ . ..... .... .. . . ................. ..... .. .. ... . .... .... My Commission Expires: �010, NoteryPublic State ofFlorida Alyssa Toolis yq p� My Commission FF 191192 'r pray- Expires 0211812019 Notary Public to of Florida at Large i I 47 III 179 SCRUTINIZED COMPANIES PURSUANT TO SECTION 287.135, FLORIDA STATUES The undersigned Proposer in accordance with Section 287.130, Florida Statutes, hereby certifies that: 1. Proposer is not participating in a boycott of Israel; 2. Proposer is not on the Scrutinized Companies with Activities in Sudan List or the Scrutinized Companies with Activities in the Iran Petroleum Energy Sector List; 3. Proposer does no ave business operations in Cuba or Syria. Signature (Blue i nly) Michael Kaufman Print Name President and CEO Title 7/24/2017 Date. . . . . STATE OF FLORIDA ) COUNTY OF Palm Beach ) The foregoing instrument was acknowledged before me this -4'1 t"day of2017, byc .t .. �� . as (Name of person acknowledging) (Title) I for (Company name) Personally known to me or has produced Identification type of identification produced (NOTARY SEAL HERE) SIGNATURE OF TARY PUBLIC PRINT, TYPEISTAMP NAME OF �VaY Notary Public State of Florida Alyssa Toolis r My Commission FF 191192 `octan Expires02/1812o19 48 i i 180 Form -9 Request for Taxpayer Give Form to the (Rev.August2013) Identification Number and Certification requester.bo not Ile Internal Ret of the Treasury Send to the IRS. Internal Revenue Service Name(as shown on your income tax return) Kaufman Lynn Construction, Inc. ni Business name/disregarded entity name,if different from above m rn m r Check appropriate box for federal tax classification: Exemptions(see instructions): O ❑Individua/.de proprietor ❑ C Corporation 0 S Corporation U) ❑ Partnership ❑Trust/estate d c C Exempt payee code(if any) ❑ Limited liability company.Enter the tax classification(C=C corporation,S=S corporation,P=partnership}► p Exemption from FATCA reporting e code(f any) IL— ❑ Other(see instructions)► tE Address(number,street,and apt.or suite no.) Requester's name and address(optional) ro 4850 T-Rex Avenue, Suite 300 e City,state,and ZIP code a� u) Soca Raton, FL 33431 List account number(s)here(optional) Taxpayer Identification Number(TIN) Enter your TIN in the appropriate box.The TIN provided must match the name given on the"Name"line Social security number avoid backup withholding.For individuals,this is your social security number However,for a re -m - resident alien,sole proprietor,or disregarded entity,see the Part I instructions onn page 3.For other entities,it is your employer identification number(EIN).If you do not have a number,see Now to get a TIN on page 3. Note.If the account is in more than one name,see the chart on page 4 for guidelines on whose Employer identification number number to enter. Certification Under penalties of perjury,I certify that: 1. The number shown on this form is my correct taxpayer identification number(or I am waiting for a number to be issued to me),and 2. 1 am not subject to backup withholding because:(a)I am exempt from backup withholding,or(b)I have not been notified by the Internal Revenue Service(IRS)that I am subject to backup withholding as a result of a failure to report all interest or dividends,or(c)the IRS has notified me that I am no longer subject to backup withholding,and 3. 1 am a U.S.citizen or other U.S.person(defined below),and 4.The FATCA code(s)entered on this form(if any)indicating that I am exempt from FATCA reporting is correct. Certffication instructions.You must cross out item 2 above if you have been notified by the IRS that you are currently subject to backup withholding because you have failed to report all interest and dividends on your tax return.For real estate transactions,item 2 does not apply.For mortgage interest paid,acquisition or abandonment of secured property,cancellation of debt,contributions to an individual retirement arrangement(IRA),and generally,payments other than interest and dividends,you are not required to sign the certification,but you must provide your correct TIN.See the instructions on page 3. Sign Signature of Here I U,S.person► Date► S General Instrueti �$ withholding t foreign partners'share of effectively connecte income,and Section references are to th ntema Revenue Code unless otherwise noted. 4.Certify th ATCA code(s)entered on this form(if any)indicating that you are exempt from the FATCA reporting,is correct. Future developments.The IRS has created a page on IRS.gov for Information Note.If you are a U.S.person and a requester gives you a form other than Form about Form W9,at www.irs.gov/w9.information about any future developments W-9 to request your TIN,you must use the requester's form if It is substantially affecting Form W-9(such as legislation enacted after we release it)will be posted similar to this Form W-9. on that page. Definition of a U.S.person.For federal tax purposes,you are considered a U.S. Purpose of Form person if you are: A person who is required to file an information return with the IAS must obtain your -An individual who is a U.S.citizen or U.S.resident alien, correct taxpayer identification number(TIN)to report,for example,income paid to •A partnership,corporation,company,or association created or organized in the you,payments made to you in settlement of payment card and third party network United States or under the laws of the United States, transactions,teal estate transactions,mortgage interest you paid,acquisition or .An estate(other than a foreign estate),or abandonment of secured property,cancellation of debt,or contributions you made to anon .A domestic trust(as defined in Regulations section 301,7701.7), Use Form W-9 only if you are a U.S.person(including a resident a€ten),to Special rules for partnerships.Partnerships that conduct a trade or business in provide your correct TIN to the person requesting it(the requester)and,when the United States are generally required to pay a withholding tax under section applicable,to: 1446 on any foreign partners'share of effectively connected taxable income from such business.Further,in certain cases where a Form W-9 has not been received, 1.Certify that the TIN you are giving is correct(or you are waiting for a number the rules under section 1446 require a partnership to presume that a partner is a to be issued), foreign person,and pay the section 1446 withholding tax.Therefore,if you are a 2.Certify that you are not subject to backup withholding,or U.S.person that is a partner in a partnership conducting a trade or business in the 3.Claim exemption from backup withholding if you are a U.S.exempt payee.If United States,provide Form W-9 to the partnership to establish your U.S.status applicable,you are also certifying that as a U.S.person,your allocable share of and avoid section 9446 withholding on your share of partnership income. any partnership income from a U.S.trade or business is not subject to the Cat.No,10231X Form w-9(Rev.B-2013) 181 Non Applicable 1 1 1 Forms The following proposal forms are not applicable to Kaufman Lynn Construction or PGAL: Pg 28- Respondent's Certification (if Partnership) Pg 29-"NO BID or PROPOSAL" Response ® City of Aventura RFQ#17-ices f Av 182 Design and Build Services forr Aventura Charter High School Ilk I Amlo3plicable NOt CITY OF AVENTURA REQUEST FOR QUALIFICATIONS DESIGN AND BUILD AVENTURA CHARTER HIGH SCHOOL RFQ # 17-07-24-2 RESPONDENT'S CERTIFICATION CERTIFICATE (if Partnership) STATE OF ) ) SS COUNTY OF ) I HEREBY CERTIFY that a meeting of the Partners of the a partnership existing under the laws of-the-State of held on 20 , the following resolution was duly passed and adopted: "RESOLVED, that as of the Partnership, be and is hereby authorized to execute the proposal dated , 20_, to the City of Aventura from this partnership and that his execution of thereof, attested by the shall be the official act and deed of this Partnership." 1 further certify that said resolution is now in full force and effect. IN WITNESS WHEREOF, l have hereunto set my hand this day of 20 Secretary (SEAL) 27 183 CITY OF AVENTURA Nwl App luable REQUEST FOR QUALIFICATIONS DESIGN AND BUILD AVENTURA CHARTER HIGH SCHOOL RFQ # 17-07-24-2 "NO BID or PROPOSAL" RESPONSE If your firm is unable to submit a proposal, please complete and return this form prior to date shown for receipt of proposal, and return to: CITY OF AVENTURA We have declined to propose on RFQ# 17-07-24-2, for the following reasons: We do not offer this service/product Our schedule would not permit us to perform Unable to meet specifications Unable to meet bondfinsurance requirements Specifications unclear(please explain below) Other(please specify below) REMARKS Typed Name and Title Company Name - Address Business Phone Fax Number Email Address 28 184 r. a 1 - i, 5 I I��� �� IiIIII�II a�ii�ii��llllllll��, � I iiiiuiiiW111l II I" I Illlsi SchooL Addition Kaufman Lvnn Construction 4850 T-Rex Avenue I Suite 30o Boca Raton, FL 33418 (561) 361-6700 (561) 361-6979 www.KaufmanLynn.com HL KAUFMAN LYNN � CONSTRUCTIONow All AL �s� CITY OF AVENTURA FINANCE DEPARTMENT MEMORANDUM TO: City Commission (ACES Board of Directors) From Eric M. Soroka, City Manager, ICMA-CM By: Brian K. Raducci, Finance Director DATE: August 30, 2017 SUBJECT: Special Purpose Financial Report for ACES FY June 30, 2017 September 5, 2017 City Commission Meeting Agenda Item Recommendation It is recommended that the City Commission approve the following motion: "Motion to accept for filing the Special Purpose Financial Report for the Aventura City of Excellence School for the fiscal year ended June 30, 2017 and to accept for filing that letter dated August 30, 2017 attached hereto as Attachment 1." Background The Special Purpose Financial Report (the "Report") for the Aventura City of Excellence School ("ACES") was electronically distributed to the Mayor and Commissioners on August 30, 2017 along with our memorandum. In addition, a letter dated August 30, 2017 ("Attachment 1") from our auditors — Alberni Caballero & Fierman, LLP was attached to the Commission agenda for your review. In compliance with Florida Statute 218.39, the Report is required to be submitted to the governing board. As a result, the Report will be filed as an official record at a public meeting through a motion that will be made at the September 5th Commission Meeting. In addition, the auditors have requested that their letter ("Attachment 1") be accepted for filing with the City Commission. A representative from Alberni Caballero & Fierman, LLP will be present at the meeting. However, since the Report is the responsibility of the City, I respectfully request that any questions be discussed with the City Manager prior to the meeting. CITY OF AVENTURA FINANCE DEPARTMENT MEMORANDUM TO: City Commission (ACES Board of Directors) , THROUGH: Eric M. Soroka, City Manager, ICMA-CM 42‘ FROM: Brian K. Raducci, Finance Director DATE: August 30, 2017 SUBJECT: Aventura City of Excellence School (the "School") Special Purpose Financial Report Background As required by State law and our Charter School Contract with the Miami-Dade County Public School District, we have prepared the Aventura City of Excellence School's (the "School's") financial statements (the "Report") for the fiscal year ended June 30, 2017 (attached). This Report encompasses the School's 14th year of operations and was audited by Alberni Caballero & Fierman, LLP. The Report complies with Generally Accepted Accounting Principles ("GAAP"), which includes Governmental Accounting Standard Board ("GASB") Statement No 34. The cover reflects that the Report contains the "Special Purpose Financial Report" for the "Aventura City of Excellence School, a Special Revenue Fund of the City of Aventura, Florida." As a result, the School's financial operations will be reflected in the City's Comprehensive Annual Financial Report for the fiscal year ended September 30, 2017, as well as in this Report. The key schedules in this Report include the: 1. Statement of Revenues, Expenditures and Change in Fund Balance — Governmental Fund (page 12), and the; 2. Schedule of Revenues and Expenditures and Change in Fund Balance Budget and Actual — Special Revenue Fund, (page 25). Please note that on page 25, revenue and expenditures (Actual Amounts GAAP Basis Column), aggregated $9,124,002 and $8,814,166 respectively. The positive net difference of $309,836 is then added to the beginning fund balance of $2,157,650, resulted in an ending fund balance of $2,467,486 (page 12 bottom). The increase in fund balance was primarily due to lower than budgeted expenditures. Page (2) Aventura City of Excellence School Special Purpose Financial Statements Actual expenditures (on a budgetary basis) totaled $8,814,166 or 94.61% of the total budget of $9,316,560. The balance of the Report contains the School's statements and a narrative on a GASB 34 basis. The purpose of the GASB 34 governmental financial statements is to more closely resemble the financial statements of non-governmental entities. Therefore, page 8 contains a Statement of Net Position which is reconciled to the Balance Sheet at the bottom of page 11 . Similarly, the Statement of Activities (page 9) reflects a change in net position which is reconciled to the Statement of Revenues, Expenditures and Change in Fund Balance of the Governmental Fund at the bottom of page 13. Whether you look at the School's operations from either a GASB 34 non-governmental basis (pages 8 — 9) or a traditional governmental basis (pages 10, 12 and 25), the School continues to operate well both from an educational and financial perspective. The auditor letter dated August 30, 2017 is also required to be distributed to the City Commission by generally accepted auditing standards and was therefore attached to the September 5, 2017 City Commission Meeting Agenda. The reports contained on pages 27 — 30 of the Special Purpose Financial Report are required by generally accepted auditing standards and the Rules of the Auditor General of the State of Florida. Please note that none of these documents contain any negative comments about the School's or City's operations. Future Actions In compliance with Florida Statute 218.39, the Report is required to be submitted to the governing board. As a result, the Report will be filed as an official record at a public meeting through a motion that will be made at the September 5th Commission Meeting. Upon your review of this memorandum, please contact the City Manager with any questions you may have. Attachment 1 T Alberni Caballero&Fierman,LLP AC&O 4649 Ponce de Leon Blvd Suite 404 Coral Gables,FL 33146 T:305.662.7272 F:305.662.4266 ALBERNI CABALLERO&FIERMAN,LLP ACF-CPA.COM ACCOUNTANTS•ADVISORS 1111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111 August 30, 2017 Honorable Mayor and Members of the City Commission City of Aventura, Florida Aventura City of Excellence School(a Special Revenue Fund of the City of Aventura, Florida) Aventura, Florida We have audited the financial statements of the governmental activities, and the major fund of the Aventura City of Excellence School (a Special Revenue Fund of the City of Aventura, Florida) (the "School") as of and for the fiscal year ended June 30, 2017. Professional standards require that we provide you with information about our responsibilities under generally accepted auditing standards and Government Auditing Standards, as well as certain information related to the planned scope and timing of our audit. We have communicated such information in our letter to you dated March 11, 2015. Professional standards also require that we communicate to you the following information related to our audit. Significant Audit Findings Qualitative Aspects of Accounting Practices Management is responsible for the selection and use of appropriate accounting policies. The significant accounting policies used by the School are described in Note 2 to the financial statements. No new accounting policies were adopted and the application of existing policies was not changed during the fiscal year 2017. We noted no transactions entered into by the School during the year for which there is a lack of authoritative guidance or consensus. All significant transactions have been recognized in the financial statements in the proper period. Accounting estimates are an integral part of the financial statements prepared by management and are based on management's knowledge and experience about past and current events and assumptions about future events. Certain accounting estimates are particularly sensitive because of their significance to the financial statements and because of the possibility that future events affecting them may differ significantly from those expected. There were no sensitive estimates affecting the financial statements. Certain financial statement disclosures are particularly sensitive because of their significance to financial statement users. The most sensitive disclosures affecting the financial statements were: The disclosure of fair value measurements in Note 4 to the financial statements. The disclosure of Commitments and Contingencies in Note 7 to the financial statements. The disclosure of Related Party Transactions in Note 8 to the financial statements. The financial statement disclosures are neutral, consistent, and clear. Difficulties Encountered in Performing the Audit We encountered no difficulties in dealing with management in performing and completing our audit. Corrected and Uncorrected Misstatements Professional standards require us to accumulate all known and likely misstatements identified during the audit, other than those that are clearly trivial, and communicate them to the appropriate level of management. There were no such misstatements. Disagreements with Management For purposes of this letter,a disagreement with management is a financial accounting, reporting, or auditing matter,whether or not resolved to our satisfaction, that could be significant to the financial statements or the auditor's report. We are pleased to report that no such disagreements arose during the course of our audit. Management Representations We have requested certain representations from management that are included in the management representation letter dated August 30,2017. Management Consultations with Other Independent Accountants In some cases, management may decide to consult with other accountants about auditing and accounting matters, similar to obtaining a "second opinion" on certain situations. If a consultation involves application of an accounting principle to the School's financial statements or a determination of the type of auditor's opinion that may be expressed on those statements, our professional standards require the consulting accountant to check with us to determine that the consultant has all the relevant facts.To our knowledge,there were no such consultations with other accountants. Other Audit Findings or Issues We generally discuss a variety of matters, including the application of accounting principles and auditing standards, with management each year prior to retention as the School's auditors. However, these discussions occurred in the normal course of our professional relationship and our responses were not a condition to our retention. Other Matters We applied certain limited procedures to the management's discussion and analysis and budgetary comparison information, which are required supplementary information (RSI) that supplements the basic financial statements. Our procedures consisted of inquiries of management regarding the methods of preparing the information and comparing the information for consistency with management's responses to our inquiries, the basic financial statements, and other knowledge we obtained during our audit of the basic financial statements. We did not audit the RSI and do not express an opinion or provide any assurance on the RSI. Restriction on Use This information is intended solely for the information and use of the Legislative Auditing Committee, members of the Florida Senate and the Florida House of Representatives, the Florida Auditor General, Federal and other granting agencies, the Mayor, Commission Members, School's management, the Auditor General of the State of Florida and the School Board of Miami-Dade County and is not intended to be, and should not be, used by anyone other than these specified parties. Very truly yours, Wee Ca1ae/e a & fetwaff, LLP Alberni Caballero&Fierman, LLP Coral Gables, Florida IL AVENTURA CITY OF EXCELLENCE SCHOOL A Special Revenue Fund of the City of Aventura, Florida iL 1 q, ., - EiiGES� I••,l'1 �� G Special Purpose Financial Report For the Fiscal Year Ended June 30 , 2017 11 . 11 W 4 It TURA CITU It TURA S(NpO AVENTURA CITY OF EXCELLENCE SCHOOL (A SPECIAL REVENUE FUND OF THE CITY OF AVENTURA, FLORIDA) BASIC FINANCIAL STATEMENTS AND SUPPLEMENTAL INFORMATION FOR THE YEAR ENDED JUNE 30, 2017 AVENTURA CITY OF EXCELLENCE SCHOOL (A SPECIAL REVENUE FUND OF THE CITY OF AVENTURA, FLORIDA) BASIC FINANCIAL STATEMENTS AND SUPPLEMENTAL INFORMATION TABLE OF CONTENTS JUNE 30, 2017 PAGES Independent Auditors' Report 1-2 Management's Discussion and Analysis (Unaudited) 3-7 Basic Financial Statements: Government-wide Financial Statements: Statement of Net Position 8 Statement of Activities 9 Governmental Fund Financial Statements: Balance Sheet 10 Reconciliation of the Balance Sheet of Governmental Fund to the Statement of Net Position 11 Statement of Revenues, Expenditures and Change in Fund Balance 12 Reconciliation of the Statement of Revenues, Expenditures and Change in Fund Balance of the Governmental Fund to the Statement of Activities 13 Notes to Basic Financial Statements 14-24 Required Supplementary Information(Unaudited): Schedule of Revenues and Expenditures and Change in Fund Balance Budget and Actual 25 Notes to Required Supplementary Information 26 Compliance Section: Independent Auditor's Report on Internal Control over Financial Reporting and on Compliance and Other Matters Based on an Audit of the Financial Statements Performed in Accordance with Government Auditing Standards 27-28 Management Letter in Accordance with the Rules of the Auditor General of the State of Florida 29-30 INDEPENDENT AUDITORS' REPORT Alberni Caballero&Fierman, LLP 4649 Ponce de Leon Blvd. AC F_ Suite 404 Coral Gables, Florida 33146 T:305.662.7272 F:305.662.4266 ALBERNI CABALLERO&HERMAN,LLP ACF-CPA.COM ACCOUNTANTS•ADVISORS iiiiiiiiiiiiiiiiiiiiiillillillillillillilliillillillillillillillillillillilillillilI INDEPENDENT AUDITORS' REPORT Honorable Mayor and Members of the City Commission City of Aventura, Florida Aventura City of Excellence School (a Special Revenue Fund of the City of Aventura, Florida) Aventura, Florida Report on the Financial Statements We have audited the accompanying financial statements of the governmental activities and the major fund of the Aventura City of Excellence School (the "School") (a Special Revenue Fund of the City of Aventura, Florida), as of and for the fiscal year ended June 30, 2017, and the related notes to the financial statements, which collectively comprise the School's basic financial statements as listed in the table of contents. Management's Responsibility for the Financial Statements Management is responsible for the preparation and fair presentation of these financial statements in accordance with accounting principles generally accepted in the United States of America;this includes the design, implementation,and maintenance of internal control relevant to the preparation and fair presentation of financial statements that are free from material misstatement,whether due to fraud or error. Auditors' Responsibility Our responsibility is to express opinions on these financial statements based on our audit. We conducted our audit in accordance with auditing standards generally accepted in the United States of America and the standards applicable to financial audits contained in Government Auditing Standards, issued by the Comptroller General of the United States. Those standards require that we plan and perform the audit to obtain reasonable assurance about whether the financial statements are free from material misstatement. An audit involves performing procedures to obtain audit evidence about the amounts and disclosures in the financial statements. The procedures selected depend on the auditors' judgment, including the assessment of the risks of material misstatement of the financial statements,whether due to fraud or error. In making those risk assessments,the auditor considers internal control relevant to the entity's preparation and fair presentation of the financial statements in order to design audit procedures that are appropriate in the circumstances, but not for the purpose of expressing an opinion on the effectiveness of the entity's internal control. Accordingly, we express no such opinion. An audit also includes evaluating the appropriateness of accounting policies used and the reasonableness of significant accounting estimates made by management, as well as evaluating the overall presentation of the financial statements. We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our audit opinions. Opinions In our opinion,the financial statements referred to above present fairly, in all material respects,the respective financial position of the governmental activities and the major fund of the Aventura City of Excellence School, as of June 30, 2017, and the respective changes in financial position for the fiscal year then ended in conformity with accounting principles generally accepted in the United States of America. 1 Emphasis of a Matter As discussed in Note 1,the financial statements present only the Aventura City of Excellence School,a Special Revenue Fund of the City of Aventura, Florida. These financial statements do not purport to, and do not, present fairly the financial position of the City of Aventura, Florida as of June 30, 2017 or its changes in financial position for the fiscal year then ended in conformity with accounting principles generally accepted in the United States of America. Other Matters Required Supplementary Information Accounting principles generally accepted in the United States of America require that the management's discussion and analysis and budgetary comparison information on pages 3 through 7 and 25 and 26 be presented to supplement the basic financial statements. Such information, although not part of the basic financial statements, is required by the Governmental Accounting Standards Board, who considers it to be an essential part of financial reporting for placing the basic financial statements in appropriate operational, economic, or historical context. We have applied certain limited procedures to the required supplementary information in accordance with auditing standards generally accepted in the United States of America, which consisted of inquiries of management about the methods of preparing the information and comparing the information for consistency with management's responses to our inquiries, the basic financial statements, and other knowledge we obtained during our audit of the basic financial statements. We do not express an opinion or provide any assurance on the information because the limited procedures do not provide us with sufficient evidence to express an opinion or provide any assurance. Other Reporting Required by Government Auditing Standards In accordance with Government Auditing Standards, we have also issued our report dated August 30, 2017, on our consideration of the School's internal control over financial reporting and on our tests of its compliance with certain provisions of laws, regulations, contracts, and grant agreements and other matters. The purpose of that report is to describe the scope of our testing of internal control over financial reporting and compliance and the results of that testing, and not to provide an opinion on internal control over financial reporting or on compliance. That report is an integral part of an audit performed in accordance with Government Auditing Standards in considering the School's internal control over financial reporting and compliance. A16e-,Y/cah1&-o & fiew/ffay LLQ' Alberni Caballero& Fierman, LLP Coral Gables, Florida August 30, 2017 2 MANAGEMENT'S DISCUSSION AND ANALYSIS (Required Supplementary Information) AVENTURA CITY OF EXCELLENCE SCHOOL MANAGEMENT'S DISCUSSION AND ANALYSIS JUNE 30, 2017 Our discussion and analysis of the Aventura City of Excellence School's (the "School")financial performance provides an overview of the School's financial activities for the fiscal year ended June 30, 2017. Please read it in conjunction with the School's basic financial statements which immediately follow this discussion. Overview of the Basic Financial Statements This discussion and analysis is intended to serve as an introduction to the School's basic financial statements. The basic financial statements are comprised of three components: 1) government-wide financial statements, 2) fund financial statements, and 3) the notes to financial statements. This report also includes required supplementary information intended to furnish additional detail to support the basic financial statements themselves. Government-wide financial statements The government-wide financial statements, which consist of the statement of net position and the statement of activities, are designed to provide readers with a broad overview of the School's finances, in a manner similar to a private-sector business. The statement of net position presents financial information on all of the School's assets, liabilities, and deferred inflows/outflows of resources, with the difference reported as net position. Over time, increases or decreases in net position may serve as a useful indicator of whether the School's financial position is improving or deteriorating. However, as a governmental entity, the School's activities are not geared toward generating profit as are the activities of commercial entities. Other factors such as the safety at the School and quality of education, must be considered in order to reasonably assess the School's overall performance. The statement of activities presents financial information and shows how the School's net position changed during the most recent fiscal year. All changes in net position are reported as soon as the underlying event giving rise to the change occurs, regardless of the timing of related cash flows. Thus, revenues and expenses are reported in this statement for some items that will only result in cash flows in future fiscal periods. Fund financial statements A fund is a grouping of related accounts that is used to maintain control over resources that have been segregated for specific activities or objectives. The School has only one(1)category of funds-governmental funds. Governmental funds are used to account for essentially the same functions reported as governmental activities in the government-wide financial statements. However, unlike the government-wide financial statements, governmental fund financial statements focus on near-term inflows and outflows of spendable resources, as well as on balances of spendable resources available at the end of the fiscal year. Such information may be useful in assessing the School's near-term financing requirements. Because the focus of governmental funds is narrower than that of the government-wide financial statements, it is useful to compare the information presented for governmental funds with similar information presented for governmental activities in the government-wide financial statements. By doing so, readers may better understand the long-term impact of the School's near-term financing decisions. Both the governmental fund balance sheet and the governmental fund statement of revenues, expenditures and change in fund balance provide a reconciliation to facilitate this comparison between the governmental fund and governmental activities. Notes to the basic financial statements The notes provide additional information that is essential to a full understanding of the data provided in the government-wide and fund financial statements. Required supplementary information In addition to the basic financial statements and accompanying notes, this report also presents certain required supplementary information concerning the School's adopted budget to actual results. 3 AVENTURA CITY OF EXCELLENCE SCHOOL MANAGEMENT'S DISCUSSION AND ANALYSIS JUNE 30, 2017 Government-Wide Financial Analysis As noted earlier, net position over time, may serve as a useful indicator of financial position. The following table presents a comparative analysis of the condensed government-wide statements of net position: Aventura City of Excellence School Summary of Net Position 2017 2016 Variance %Variance Assets: Current assets $ 3,127,618 $ 2,999,600 $ 128,018 4.3% Capital assets, net of depreciation 1,567,255 1,663,594 (96,339) -5.8% Total assets 4,694,873 4,663,194 31,679 0.7% Liabilities: Current liabilities 678,092 857,455 (179,363) -20.9% Noncurrent liabilities 53,880 46,516 7,364 15.8% Total liabilities 731,972 903,971 (171,999) -19.0% Net position: Investment in capital assets 1,567,255 1,663,594 (96,339) -5.8% Unrestricted 2,395,646 2,095,629 300,017 14.3% Total net position $ 3,962,901 $ 3,759,223 $ 203,678 5.4% Current assets increased mainly due to an increase in pooled cash, cash equivalents and investments. Capital assets, net of depreciation, decreased due to the net effect of depreciation expense over new capitalized equipment. The decrease in total liabilities is due to the short term effect of year-end accounts payable and accrued expenses. Resources that are subject to external restrictions on how they may be used are classified as restricted assets. As of June 30, 2017 and 2016, the School had no restricted assets. The remaining unrestricted balance may be used in any of the School's ongoing operations. 4 AVENTURA CITY OF EXCELLENCE SCHOOL MANAGEMENT'S DISCUSSION AND ANALYSIS JUNE 30, 2017 Government-Wide Financial Analysis(Continued) The following table presents comparative information of the condensed government-wide statements of changes in net position: Aventura City of Excellence School Summary of Changes in Net Position 2017 2016 Variance %Variance Revenues: General revenues $ 7,522,668 $ 7,337,657 $ 185,011 2.5% Program revenues: Charges for services 875,148 842,071 33,077 3.9% Operating grants and contributions 330,608 322,835 7,773 2.4% Capital grants and contributions 395,578 423,843 (28,265) -6.7% Total revenues 9,124,002 8,926,406 197,596 2.2% Expenses: Instruction 5,280,019 5,377,790 (97,771) -1.8% Instructional media services 78,844 57,858 20,986 36.3% Operation of facility 2,012,388 1,930,813 81,575 4.2% School administration 1,224,164 1,214,046 10,118 0.8% Pupil transportation services 191,240 193,400 (2,160) -1.1% Community services 133,669 121,467 12,202 10.0% Total expenses 8,920,324 8,895,374 24,950 0.3% Change in net position $ 203,678 $ 31,032 $ 172,646 556.3% • General revenues increased by approximately 2.5% primarily due to a higher than anticipated increase in funding for education approved by the State Legislature. • Program revenues (charges for services) increased by approximately 3.9% primarily due to an increase in the participation of the after school programs. • Total expenses remained relatively consistent with the prior year, increasing by approximately 0.3%. • The School continued to maximize the use of technology embedded in classroom instruction as well as in a lab setting. 5 AVENTURA CITY OF EXCELLENCE SCHOOL MANAGEMENT'S DISCUSSION AND ANALYSIS JUNE 30, 2017 Financial Analysis of the School's Funds As noted earlier, the School uses fund accounting to maintain control over resources that have been segregated for specific activities or objectives. The focus of the School's governmental funds is to provide information on near-term inflows, outflows and balances of spendable resources. Such information is useful in assessing the School's financing requirements. In particular, unassigned fund balance may serve as a useful measure of the School's net resources available for spending at the end of the fiscal year. As of the end of fiscal year 2016/17 the School's governmental fund reported an ending fund balance of$2,467,486. The fund balance unassigned and available for spending at the School's discretion is $2,455,525. These funds will be available for the School's future ongoing operations. The fund balance increased by$309,836 from the prior year. Budgetary Highlights The 2017/18 school year represents the 15th year of operations for ACES. This past year a great deal of time and effort was expended on professional development and curriculum alignment based on Florida's State Standards, increasing parental involvement, integration of science, technology, engineering, arts and math (STEAM), intramural and competitive sport programs and identifying and working with at—risk students. This year we will maintain and expand all our present academic programs with a continued emphasis on professional development and implementation related to the Florida State Standards. Capital Assets and Debt Administration As of June 30, 2017, the School had an investment in capital assets of $1,567,225. This amount is net of accumulated depreciation of$1,252,590. This amount represents a net decrease of$96,339 or 5.8%. The School has no outstanding debt. Economic Factors Facts, decisions or conditions that are expected to have a significant effect on the financial position or results of operations of the School in fiscal year 2017/18 include the following: • Our past has shown that we can continue to operate a high performing school that provides a quality education for our students, within the school-based revenues. We have also been fortunate to have involved parents in fund-raising activities for school improvements. The following items represent important highlights: • The school's enrollment will remain at 1,020 students for the 2017/18 school year. • Teacher salary increases reflect the new performance pay plan in accordance with Florida Statute 1012.22, rewarding teachers who are rated effective and highly effective. • No additional employee positions are proposed. • Funds have been budgeted to provide for interactive classroom lesson software, a pilot program for one-to- one computing to enhance instruction and technology expansions including new laptops, mobile learning computer labs, computer replacements and smartboards. The overall budget increased by 2.3% or $214,069, largely due to employee salary increases and technology equipment. The budget includes funding for lease payments to the Debt Service Fund to pay annual costs associated with the long-term debt borrowed for the construction of the elementary school wing. Based on anticipated actions at the State level,the FTE revenues are budgeted to increase by 1%. 6 AVENTURA CITY OF EXCELLENCE SCHOOL MANAGEMENT'S DISCUSSION AND ANALYSIS JUNE 30, 2017 Requests for Information This financial report is designed to provide a general overview of the Aventura City of Excellence School's finances for all those with an interest. If you should have any questions pertaining to the information presented in this report or would like additional information, please contact the City of Aventura's Finance Director at the City of Aventura, 19200 West Country Club Drive,Aventura, Florida 33180. 7 BASIC FINANCIAL STATEMENTS AVENTURA CITY OF EXCELLENCE SCHOOL (A SPECIAL REVENUE FUND OF THE CITY OF AVENTURA, FLORIDA) STATEMENT OF NET POSITION JUNE 30, 2017 ASSETS Current assets: Cash and cash equivalents $ 844,525 Investments 2,247,609 Due from other governments 23,523 Prepaid expenses 11,961 Total current assets 3,127,618 Noncurrent assets: Capital assets, net of accumulated depreciation 1,567,255 Total noncurrent assets 1,567,255 Total assets 4,694,873 LIABILITIES Current liabilities: Accounts payable 71,621 Accrued expenses 588,511 Compensated absences 17,960 Total current liabilities 678,092 Noncurrent liabilities: Compensated absences 53,880 Total noncurrent liabilities 53,880 Total liabilities 731,972 NET POSITION Investment in capital assets 1,567,255 Unrestricted 2,395,646 Total net position $ 3,962,901 See notes to basic financial statements 8 a = 7 ����Fwo e � occm � - = ems / "Tcewoc p � coewao ) a) \ ce - eec a = aoeeac ea ¢ \ o\& 33 ¥¥ ¥w3 w633w36w ) = = = = wwwaw = coaore a t ± = e 3_9 a CO CLO e w e �_ � v v w 3 3 / � } w© k e e 7 ( , , / , , , / Qae = kat / / /§ \ m m q $ � / e e k 7\ 00 \ 00 C\l LO (0 0 5 ) ® / \ / / / ? Z \ � � 0 Uw� � m > m 2 ® ® a «LL ± / _ / / $ ) / E k $ / / / / Z) (n kk co 2 2a r me Eee ± _ \ w ¥ Co = / o c \ 7 w Q 7 \ ® m m - o / f \ _ § 2 / U � \ £ e % ) - a 5 w � LL OR 0') "T E0- ( \ F � / \ \ c � � w ± k /7 // /\ 7 § ( / / coFu c LL ® 0 3 � / \~ /% 22 / (D 0- \ 0 p2 x LU r aw 3 = e2 / _ 2 2 ± e e / z > _ 3 } } $ LL < / LU w 2 \ > w « / Q \ L) $ $ co � \ \ co/ � $ [ § \ yf \ \ \ \ / / / { \ \ e = ° e E ® a 2 / 22 § fF-- C: C: C, 0 / 2 2 2 a ° - e \ $ $ o = o \ 7702 = 0 LL AVENTURA CITY OF EXCELLENCE SCHOOL (A SPECIAL REVENUE FUND OF THE CITY OF AVENTURA, FLORIDA) BALANCE SHEET - GOVERNMENTAL FUND JUNE 30, 2017 ASSETS Cash and cash equivalents $ 844,525 Investments 2,247,609 Due from other governments 23,523 Prepaid expenditures 11,961 Total assets $ 3,127,618 LIABILITIES Accounts payable $ 71,621 Accrued expenses 588,511 Total liabilities 660,132 FUND BALANCE Nonspendable 11,961 Unassigned 2,455,525 Total fund balance 2,467,486 Total liabilities and fund balance $ 3,127,618 See notes to basic financial statements 10 AVENTURA CITY OF EXCELLENCE SCHOOL (A SPECIAL REVENUE FUND OF THE CITY OF AVENTURA, FLORIDA) RECONCILIATION OF THE BALANCE SHEET - GOVERNMENTAL FUND TO THE STATEMENT OF NET POSITION JUNE 30, 2017 Total fund balance-governmental fund $2,467,486 Amounts reported for governmental activities in the statement of net position are different because: Capital assets used in governmental activities are not financial resources; and therefore, are not reported in the governmental fund: Cost of capital assets 2,819,845 Accumulated depreciation (1,252,590) 1,567,255 Long-term liability which is not due and payable in the current period; and therefore, is not reported in the governmental fund: Compensated absences (71,840) Net position of governmental activities $3,962,901 See notes to basic financial statements 11 AVENTURA CITY OF EXCELLENCE SCHOOL (A SPECIAL REVENUE FUND OF THE CITY OF AVENTURA, FLORIDA) STATEMENT OF REVENUES, EXPENDITURES AND CHANGE IN FUND BALANCE GOVERNMENTAL FUND JUNE 30, 2017 REVENUES: Federal sources $ 124,694 State sources 8,002,799 Local sources 981,228 Investment earnings 15,281 Total revenues 9,124,002 EXPENDITURES: Current: Instruction 5,280,019 Instructional media services 78,844 Operation of facility 1,672,294 School administration 1,214,345 Pupil transportation services 191,240 Community services 133,669 Capital outlay 243,755 Total expenditures 8,814,166 Excess (deficiency)of revenues over expenditures 309,836 Net change in fund balance 309,836 Fund balance, beginning 2,157,650 Fund balance, ending $ 2,467,486 See notes to basic financial statements 12 AVENTURA CITY OF EXCELLENCE SCHOOL (A SPECIAL REVENUE FUND OF THE CITY OF AVENTURA, FLORIDA) RECONCILIATION OF THE STATEMENT OF REVENUES, EXPENDITURES AND CHANGE IN FUND BALANCE - GOVERNMENTAL FUND TO THE STATEMENT OF ACTIVITIES JUNE 30, 2017 Net change in fund balance-total governmental fund $ 309,836 Amounts reported for governmental activities in the statement of activities are different because: The governmental fund reports capital outlay as expenditures; however, in the statement of activities these costs are allocated over their estimated useful lives as provision for depreciation: Cost of capital assets 40,656 Current year provision for depreciation (136,995) Some revenues and expenses reported in the statement of activities are not reported in the governmental fund because they have no effect on current financial resources: Change in compensated absences payable (9,819) Change in net position of governmental activities $ 203,678 See notes to basic financial statements 13 NOTES TO BASIC FINANCIAL STATEMENTS AVENTURA CITY OF EXCELLENCE SCHOOL (A SPECIAL REVENUE FUND OF THE CITY OF AVENTURA, FLORIDA) NOTES TO BASIC FINANCIAL STATEMENTS JUNE 30, 2017 NOTE 1 -ORGANIZATION AND OPERATIONS Aventura City of Excellence School (the "School"), is a special revenue fund of the financial statements of the City of Aventura, Florida (the "City"). The School commenced operations in August 2003 in the City and offers classes for kindergarten through eighth grade with an enrollment of 1,020 for the year ended June 30, 2017. The School is funded from public funds based on enrollment and can also be eligible for grants in accordance with state and federal guidelines, including food service and capital outlay. The School can accept private donations and the City can incur debt for the operation of the School. NOTE 2 - SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES A summary of the School's significant accounting policies is as follows: A. Reporting Entity The School operates under a charter granted by the sponsoring school district, the Miami-Dade County Public School District (the "District"). The current charter is effective until June 30, 2018 but provides for a renewal of up to 15 years by mutual agreement of both parties. In 2005, the School amended the charter to include grades six through eight. In 2012, the School amended the charter to increase the School capacity from 972 to 1032 over five years commencing with the fiscal year 2012/2013. At the end of the term of the charter, the District may choose not to renew the charter under grounds specified in the charter in which case the District is required to notify the School in writing at least 90 days prior to the charter's expiration. During the term of the charter,the District may also terminate the charter for good cause as defined. The School is owned and operated by the City, is part of the City's government and is not a separate legal entity or otherwise organized apart from the City. The City was incorporated in November 1995. The City operates under a Commission-Manager form of government. In accordance with Chapter 10.850, Rules of the Auditor General of the State of Florida, the School is required to prepare special purpose financial statements. Section 10.855(4) states that the special purpose financial statements should present the charter school's financial position including the charter school's current and capital assets and current and long-term liabilities, and net position; and the changes in financial position. The financial statements contained herein present only the operations of the School and do not purport to, and do not, present the financial position and changes in financial position of the City. Only capital assets acquired with School revenues are reported. The facility used by the School is owned by the City and the capital assets and related debt for the facilities are not included in this report. B. Basis of Presentation Based on the guidance provided in the American Institute of Certified Public Accountants, Audit and Accounting Guide — Audits of State and Local Governments and the provisions of Section 228.056(9), Florida Statutes, the School is presented as a governmental organization for financial statement reporting purposes. C. Government-wide Financial Statements The School's basic financial statements include both government-wide (reporting the School as a whole) and fund financial statements. Both the government-wide and fund financial statements categorize primary activities as either governmental or business-type. All of the School's activities are classified as governmental activities. In the government-wide statement of net position, the governmental activities column is reported on a full accrual, economic resource basis, which recognizes all current and noncurrent assets and all current and noncurrent liabilities. The School's net position is reported in three (3) categories: investment in capital assets; restricted; and unrestricted. 14 AVENTURA CITY OF EXCELLENCE SCHOOL (A SPECIAL REVENUE FUND OF THE CITY OF AVENTURA, FLORIDA) NOTES TO BASIC FINANCIAL STATEMENTS JUNE 30, 2017 NOTE 2 - SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (Continued) C. Government-wide Financial Statements(Continued) The government-wide statement of activities reports both the gross and net cost of each of the School's functions. The net costs, by function, are supported by general revenues. The statement of activities reduces gross expenses by related program revenues. Program revenues must be directly associated with the function. Operating grants include operating specific and discretionary grants while the capital grants column reflects capital-specific grants. D. Fund Financial Statements The School's accounts are organized on the basis of funds. The operations of the fund is accounted for with a separate set of self-balancing accounts that comprise its assets, deferred outflows of resources, liabilities, deferred inflows of resources,equity, revenues and expenditures. The Charter School operating fund is a governmental fund type and is used to account for all of the School's financial transactions. E. Measurement Focus and Basis of Accounting Basis of accounting refers to the point at which revenues or expenditures/expenses are recognized in the accounts and reported in the basic financial statements. It relates to the timing of the measurements made regardless of the measurement focus applied. Governmental funds use the current financial resources measurement focus and the government-wide statement uses the economic resources measurement focus. Governmental activity in the government-wide financial statements is presented on the accrual basis of accounting. Revenues are recognized when earned and expenses are recognized when a liability is incurred. The governmental fund financial statements are presented on the modified accrual basis of accounting under which revenue is recognized in the accounting period in which it becomes susceptible to accrual (i.e., when it becomes both measurable and available). Revenues susceptible to accrual include FTE nonspecific revenue, transportation funds, capital grant funds, operating grants and contributions and investment earnings. Intergovernmental revenues are recognized when all eligibility requirements have been met, if available. "Measurable" means the amount of the transaction can be determined and "available" means collectible within the current period or soon enough thereafter to be used to pay liabilities of the current period. For this purpose, the School considers revenues to be available if they are collected within two (2) months of the end of the current fiscal year. Expenditures generally are recorded when a liability is incurred. However, expenditures related to compensated absences are recorded only when paid from expendable available financial resources. F. Capital Assets Capital assets purchased or acquired with an original cost of $ 5,000 or more are capitalized at historical cost or estimated historical cost and are reported in the government-wide financial statement. Donated capital assets are valued at the estimated fair market value as of the date received. Additions, improvements and other capital outlays that significantly extend the useful life of an asset are capitalized and depreciated over the remaining useful lives of the related capital assets. Other costs incurred for repairs and maintenance are expensed as incurred. Capital assets, which include equipment acquired with state shared revenues are reported in the government-wide financial statements. Depreciation on leasehold improvements and equipment is provided on the straight-line basis over the respective estimated useful lives ranging from 15 to 25 years and 3 to 10 years, respectively. 15 AVENTURA CITY OF EXCELLENCE SCHOOL (A SPECIAL REVENUE FUND OF THE CITY OF AVENTURA, FLORIDA) NOTES TO BASIC FINANCIAL STATEMENTS JUNE 30, 2017 NOTE 2 - SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (Continued) F. Capital Assets (Continued) Within governmental funds, amounts incurred for the acquisition of capital assets are reported as fund expenditures. Depreciation expense is not reported within the governmental fund financial statements. G. Deferred Outflowslinflows of Resources In addition to assets, the statement of financial position will sometimes report a separate section for deferred outflows of resources. This separate financial statement element, deferred outflows of resources, represents a consumption of net position that applies to a future period(s) and so will not be recognized as an outflow of resources (expense/expenditure) until then. The School does not have any items that qualify for reporting in this category. In addition to liabilities, the statement of financial position will sometimes report a separate section for deferred inflows of resources. This separate financial statement element, deferred inflows of resources, represents an acquisition of net position that applies to a future period(s) and so will not be recognized as an inflow of resources (revenue) until that time. The School does not have any items that qualify for reporting in this category. H. Unearned Revenue Unearned revenue arises when the School receives resources before it has a legal claim to them. I. Net Position Classifications Government-wide financial statements Net position is displayed in three (3)components: • Net investment in capital assets - consists of capital assets net of accumulated depreciation and reduced by the outstanding balances of any bonds or other borrowings that are attributable to the acquisition, construction or improvement of those assets. As of June 30, 2017 the School did not have any outstanding debt. • Restricted- consists of components of net position with constraints placed on its use either by: 1) external groups such as creditors, grantors, contributors or laws or regulations of other governments, or 2) imposed by law through constitutional provisions or enabling legislation. There are no restricted net assets as of the year-end. • Unrestricted— indicates that portion of net position that is available to fund future operations and that do not meet the definition of"restricted" or"net investment in capital assets". J. Fund Balance Classifications Fund financial statements The School follows the provisions of Governmental Accounting Standards Board ("GASB") Statement No. 54, Fund Balance Reporting and Governmental Fund Type Definitions. This statement requires that governmental fund financial statements present fund balances based on classifications that comprise a hierarchy that is based primarily on the extent to which the School is bound to honor constraints on the specific purposes for which amounts in the respective governmental funds can be spent. The following classifications describe the relative strength of the spending constraints: • Non-spendable Fund Balance — amounts that are not in spendable form (such as prepaid items) or are legally or contractually required to be maintained intact. The School has classified $ 11,961 of prepaid items as being non-spendable as these items are not expected to be converted to cash. 16 AVENTURA CITY OF EXCELLENCE SCHOOL (A SPECIAL REVENUE FUND OF THE CITY OF AVENTURA, FLORIDA) NOTES TO BASIC FINANCIAL STATEMENTS JUNE 30, 2017 NOTE 2 - SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (Continued) J. Fund Balance Classifications(Continued) • Restricted Fund Balance — amounts that are constrained to specific purposes by external providers (such as grantors, creditors, etc.) or imposed by law through constitutional provisions, or by enabling legislation. • Committed Fund Balance — amounts constrained to specific purposes by formal action of the government's highest level of decision making. The City Commission is the highest level of decision—making authority for the government and School that can, by adoption of an ordinance prior to the end of the fiscal year, commit fund balance. Once adopted, the limitation imposed by the ordinance remains in place until a similar action is taken (the adoption of another ordinance) to remove or revise the limitation. • Assigned Fund Balance — amounts the School intends to use for a specific purpose but are neither restricted nor committed. Assignments can be made by the City Manager, which the City Commission Members, by resolution, delegated such authority at their direction. • Unassigned Fund Balance — amounts that have not been assigned to other funds and that have not been restricted, committed, or assigned to specific purposes within the general fund. Positive amounts are only reported in the General Fund. The School has a total of $2,455,525 in Unassigned Fund Balance. The School uses restricted amounts first when both restricted and unrestricted fund balance is available unless there are legal documents/contracts that prohibit doing this, such as in grant agreements requiring dollar for dollar spending. Additionally, the School would first use committed fund balance, followed by assigned fund balance and then unassigned fund balance when expenditures are incurred for purposes for which amounts in any of the unrestricted fund balance classifications could be used. K. Encumbrances Encumbrance accounting, under which purchase orders, contracts and other commitments for the expenditure of funds are recorded in order to reserve that portion of the applicable appropriation, is employed as an extension of formal budgetary integration. Encumbrances are recorded at the time a purchase order or other commitment is entered into. Encumbrances outstanding at year-end represent the estimated amount of expenditures which would result if unperformed purchase orders and other commitments at year-end are completed. Encumbrances lapse at year-end; however, the City and School generally intends to honor purchase orders and other commitments in process. As a result, encumbrances outstanding at year-end are re-appropriated in the next fiscal year and are therefore presented as committed or assigned fund balance for the subsequent year. At June 30,2017,there were no encumbrances outstanding. L. Deposits and Investments The School's cash, cash equivalents, and investments are maintained by the City in a pooled account for all funds. This enables the City to invest large amounts of idle cash for short periods of time and to optimize earnings potential. Cash, cash equivalents, and investments represent the amount owned by the Charter School operating fund. The City is responsible for all risks related to the School's cash, cash equivalents, and investments. These risks and the City's related policies are disclosed in the Note 3. M. Post-retirement Benefits The City of Aventura provides post-employment healthcare coverage, including medical and dental benefits, to eligible individuals which consist of an implicit subsidy. The estimated liability is recorded in the financial statements of the City. No amount is allocated to the Charter School primary operating fund since the amount is deemed insignificant by management as of June 30, 2017. 17 AVENTURA CITY OF EXCELLENCE SCHOOL (A SPECIAL REVENUE FUND OF THE CITY OF AVENTURA, FLORIDA) NOTES TO BASIC FINANCIAL STATEMENTS JUNE 30, 2017 NOTE 2 - SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (Continued) N. Compensated Absences The School's sick leave policy is to permit employees to accumulate earned but unused sick pay benefits. Upon termination, sick pay is paid out between 0-50% based on length of service, and other applicable limits. The School's vacation policy is that earned vacation is cumulative although limited to certain maximums based on length of service. Accumulated compensated absences are recorded in the government-wide financial statements when earned. Expenditures for accumulated compensated absences have been recorded in the governmental fund only if they have matured, (e.g., resulting from employee resignations, terminations or retirements). O. State Funding(Primary Source of Revenue) Student funding is provided by the State of Florida through the School Board of Miami-Dade County, Florida. In accordance with the Charter Agreement, the School Board retains 2% as an administrative fee. This funding is received on a pro rata basis over the twelve-month period and is adjusted for changes in full-time equivalent student population. After review and verification of Full-Time Equivalent ("FTE") reports and supporting documentation, the Florida Department of Education may adjust subsequent fiscal period allocations of FTE funding for prior year's errors disclosed by its review as well as to prevent the statewide allocation from exceeding the amount authorized by the State Legislature. Normally, such adjustments are reported in the year the adjustments are made. P. Use of Estimates The preparation of financial statements in conformity with accounting principles generally accepted in the United States of America requires management to make estimates and assumptions that affect certain reported amounts and disclosures.Accordingly, actual results could differ from those estimates. Q. Implementation of Governmental Accounting Standards Board (GASB)Statements The School implemented the following GASB Statement during the fiscal year ended June 30, 2017 that had an impact on the financial statements: GASB Statement No. 79, Certain External Investment Pools and Pool Participants, which addresses accounting and financial reporting for certain external investment pools and pool participants. NOTE 3—DEPOSITS AND INVESTMENTS As discussed in Note 2, the School's cash, cash equivalents, and investments are maintained by the City in a pooled account for all funds. Deposits The City's custodial credit risk policy is in accordance with Florida Statutes. Florida Statutes authorize the deposit of City funds in demand deposits or time deposits of financial institutions approved by the State Treasurer. These are defined as public deposits. All City public deposits are held in qualified public depositories pursuant to Chapter 280, Florida Statutes, "Florida Security for Public Deposits Act." Under the act, all qualified public depositories are required to pledge eligible collateral having a market value equal to or greater than the average daily or monthly balance of all public deposits times the depository's collateral pledging level. The collateral pledging level may range from 50% to 125% depending upon the depository's financial condition and the length of time that the depository has been established. All collateral must be deposited with the State Treasurer. Any losses to public depositors resulting from insolvency are covered by applicable deposit insurance, sale of securities pledged as collateral and, if necessary, assessment against other qualified public depositories of the same type as the depository in default. The City's bank balances were insured either by the Federal depository insurance corporation or collateralized in the bank's participation in the Florida Security for Public Deposits Act. 18 AVENTURA CITY OF EXCELLENCE SCHOOL (A SPECIAL REVENUE FUND OF THE CITY OF AVENTURA, FLORIDA) NOTES TO BASIC FINANCIAL STATEMENTS JUNE 30, 2017 NOTE 3—DEPOSITS AND INVESTMENTS (Continued) Deposits(Continued) The Florida SBA Pool, hereinafter referred to as "Florida PRIME", is not a registrant with the Securities and Exchange Commission ("SEC"); however, its board has adopted operating procedures consistent with the requirements for a 2a-7 fund. For the Florida PRIME, a 2a-7 like pool, the value of the City's position is the same as the value of the pool shares and is recorded at amortized cost. At June 30, 2017, the City's investment in the Florida PRIME was that of$1,244,770. In accordance with these requirements, the method used to determine the participants' shares sold and redeemed is the amortized cost method. Amortized cost includes accrued income and is a method of calculating an investment's value by adjusting its acquisition cost for the amortization of discount or premium over the period from purchase to maturity. Thus, the City's account balance in the SBA is its amortized cost. The SBA is governed by Chapter 19-7 of the Florida Administrative Code. These rules provide guidance and establish the general operating procedures for the administration of the SBA. Additionally, the Office of the Auditor General of the State of Florida performs the operational audit of the activities and investment of the SBA. The SBA accounts are not subject to custodial credit risk as these investments are not evidenced by securities that exist in physical or bank entry form. In accordance with GASB Statement No. 79, Certain External Investment Pools and Pool Participants, the City's investment in the Florida PRIME meets the definition of a qualifying investment pool that measures for financial reporting purposes all of its investments at amortized cost and should disclose the presence of any limitations or restrictions on withdrawals. As of June 30, 2017, there were no redemption fees or maximum transaction amounts, or any other requirements that serve to limit a participant's daily access to 100 percent of their account value. Investments On October 10, 2016, the City re-adopted Chapter 6.6 of the Administrative Policy and Directives and Procedures Manual, entitled "Investments Objective and Parameters," as the City's Investment Policy for the management of Public Funds ("the policy"). The policy was created in accordance with Section 218.415, Florida Statutes. The policy applies to all investments held and controlled by the City, with the exception of a defined benefit pension plan and debt issuance where there are other existing policies or indentures in effect for the investment of related funds. The City's policy for investments other than pension plan and debt issuance is summarized herein. The Finance Director has responsibility for the type of investments the City makes. The investment policy establishes permitted investments, asset allocation, issuer limits, credit rating requirements and maturity limits to protect the City's assets. All investment securities are held by a Trust custodian, and are managed by financial advisors. In general, the City's policy allows to invest in the following: (1) securities and obligations of the United States and its agencies; (2) non-negotiable interest bearing time deposits or savings accounts provided that such deposits are secured by collateral as prescribed by the Florida Security for Public Deposits Act, Chapter 280, Florida Statutes; (3) repurchase agreements collateralized by full or general faith and credit obligations of the U. S. Government or Agency securities; (4) the Florida Local Government Surplus Funds Trust Fund "SBA"; (5) intergovernmental investment pools authorized pursuant to the Florida Interlocal Cooperation Act, provided by Section 163.01, Florida Statutes, and provided that such funds contain no derivatives; (6) money market mutual funds - registered investment companies with the highest credit quality rating; (7) commercial paper of any U.S. company; (8) corporate notes; (9) asset backed securities issued by corporations organized and operating within the United States or by depository institutions licensed by the United States; (10) taxable/tax exempt municipal bonds; and (11) Israel bonds. 19 AVENTURA CITY OF EXCELLENCE SCHOOL (A SPECIAL REVENUE FUND OF THE CITY OF AVENTURA, FLORIDA) NOTES TO BASIC FINANCIAL STATEMENTS JUNE 30, 2017 NOTE 3—DEPOSITS AND INVESTMENTS (Continued) Investments (Continued) As of June 30,2017, the School's allocation of cash, cash equivalents and investments consisted of the following: Cash and cash equivalents Deposits and money market funds with financial institutions $ 844,125 Petty cash 400 $ 844,525 Investments State Board of Administration-SBA, Florida PRIME $ 1,244,770 U.S. Treasury bills 337,017 Corporate bonds 242,689 U.S. Sponsored agencies 309,558 Mortgage and asset backed securities 100,174 Commercial paper 5,359 Foreign 8,042 $ 2,247,609 Interest rate risk The City's policy is to limit its exposure to fair value losses arising from changes in interest rates by structuring the investment portfolio so that securities mature to meet cash requirements for ongoing operations, thereby avoiding the need to sell securities on the open market prior to maturity, and investing operating funds primarily in shorter-term securities, money market mutual funds or similar investment pools. This is the risk that changes in market interest rates will adversely affect the fair value of an investment. Generally, the longer the maturity of an investment, the greater the sensitivity of its fair value to changes in market interest rates. The City's policy is that unless matched with specific cash flow, the City will not directly invest in securities maturing more than seven (7)years from the date of purchase. Because of inherent difficulties in accurately forecasting cash flow requirements, a portion of the portfolio should be continuously invested in readily available funds to ensure that proper liquidity is maintained to meet ongoing obligations. Information about the exposure of the School's debt-type investments to this risk using the segmented time distribution model is as follows: Time to Maturity(in Years) Less than Greater than Summary of Investments and Interest Rate Risk Fair Value 1 Year 1-5 Years 6-10 Years 10 Years State Board of Administration- SBA,Florida PRIME $ 1,244,770 $ 1,244,770 $ - $ $ U.S.Treasury bills 337,017 337,017 Corporate bonds 242,689 - 242,689 U.S.Sponsored agencies 309,558 309,558 - Mortgage and asset backed securities 100,174 52,336 44,872 2,966 Commercial paper 5,359 5,359 - - Foreign 8,042 8,042 - - Total $ 2,247,609 $ 1,244,770 $ 955,001 $ 44,872 $ 2,966 20 AVENTURA CITY OF EXCELLENCE SCHOOL (A SPECIAL REVENUE FUND OF THE CITY OF AVENTURA, FLORIDA) NOTES TO BASIC FINANCIAL STATEMENTS JUNE 30, 2017 NOTE 3—DEPOSITS AND INVESTMENTS (Continued) Credit risk Generally, credit risk is the risk that an issuer of a debt-type investment will not fulfill its obligation to the holder of the investment. This is measured by assignment of a rating by a nationally-recognized rating organization. The City's investment policy provides strict guidelines and limits investments to highly rated securities with minimum ratings of A (long term securities), A-1/P-1 (short term securities), and AAAm (money market mutual funds). The Finance Director shall determine the appropriate action for any investment held that is downgraded below the minimum rating by one or more rating agencies. U.S. Government securities or obligations explicitly guaranteed by the U.S. Government are not considered to have credit risk exposure. The School's portfolio is rated by Standard&Poor's as follows: Rating Fair Value AAA 42,717 AA+ 665,274 AA 74,781 AA 6,931 A-1+ 33,479 A+ 39,835 A 71,598 A 10,817 ARAM 1,244,770 BBB+ 27,983 NR 29,424 $ 2,247,609 Concentration The City's policy is to maintain a diversified portfolio to minimize the risk of loss resulting from concentration of assets in a specific issuer. Specific limits have been established which limit the percentage of portfolio assets that can be invested with a specific issuer. GASB Statement No. 40, Deposit and Investment Risk Disclosures, requires disclosure when the percentage is 5%or more in any one issuer. Investments issues or explicitly guaranteed by the U.S. government and investments in mutual funds, external investments pools, or other pooled investments are excluded from this requirement. At June 30, 2017, the School had no investments in any one issuer, amounting to 5% or more, requiring disclosure under GASB No.40. Custodial credit risk For an investment, custodial credit risk is the risk that, in the event of the failure of the counterparty (e.g., broker-dealer) to a transaction, a government will not be able to recover the value of its investment or collateral securities that are in the possession of another party. The City's investment policy requires securities, with the exception of certificates of deposit, to be registered in the City's name and held with a third party custodian. Foreign credit risk For an investment, foreign credit risk is the risk that fluctuations in currency exchange rates may affect transactions conducted in currencies other than U.S. dollars and the carrying value of foreign investments. The City is not exposed to foreign credit risk. 21 AVENTURA CITY OF EXCELLENCE SCHOOL (A SPECIAL REVENUE FUND OF THE CITY OF AVENTURA, FLORIDA) NOTES TO BASIC FINANCIAL STATEMENTS JUNE 30, 2017 NOTE 4—FAIR VALUE MEASUREMENTS The School categorizes its fair value measurements within the fair value hierarchy established by generally accepted accounting principles. The hierarchy is based on the valuation inputs used to measure the fair value of the asset. Level 1 inputs are quoted prices in active markets for identical assets; Level 2 inputs are significant other observable inputs; Level 3 inputs are significant unobservable inputs. The School has the following recurring fair value measurements as of June 30, 2017; Fair Value Measurements at Reporting Date Quoted Prices Significant in Active Other Significant Markets for Observable Unobservable Identical Assets Inputs Inputs Fair Value Level 1 Level 2 Level 3 U.S.Treasury bills $ 337,017 $ - $ 337,017 $ - Corporate bonds 242,689 - 242,689 - U.S. Sponsored agencies 309,558 - 309,558 - Mortgage and asset backed securities 100,174 - 100,174 - Commercial paper 5,359 - 5,359 - Foreign 8,042 - 8,042 - Total $ 1,002,839 $ - $ 1,002,839 $ - Debt Securities of approximately$1,002,839 classified in Level 2 of the fair value hierarchy are valued using a matrix pricing technique. Matrix pricing is used to value securities based on the securities' relationship to benchmark quoted prices. NOTE 5—CAPITAL ASSETS A summary of changes in governmental capital assets is as follows: Balance Balance July 1, 2016 Additions Deletions June 30, 2017 Leasehold improvements $ 2,223,897 $ - $ - $ 2,223,897 Equipment 555,292 40,656 - 595,948 Less: accumulated depreciation 1,115,595 136,995 - 1,252,590 $ 1,663,594 $ (96,339) $ - $ 1,567,255 The provision for depreciation for the year ended June 30, 2017 amounted to approximately $137,000. The School allocated depreciation to operation of facility. NOTE 6- LONG-TERM LIABILITIES The following is a summary of long-term liabilities for fiscal year ended June 30, 2017: Amount Due Balance Balance Within One July 1,2016 Additions Deletions June 30,2017 Year(Estimate) Compensated absences $ 62,021 $ 28,739 $ (18,920) $ 71,840 $ 17,960 22 AVENTURA CITY OF EXCELLENCE SCHOOL (A SPECIAL REVENUE FUND OF THE CITY OF AVENTURA, FLORIDA) NOTES TO BASIC FINANCIAL STATEMENTS JUNE 30, 2017 NOTE 7 - COMMITMENTS AND CONTINGENCIES Management contract The City has a contract with Charter Schools USA, Inc. ("CSUSA") for administrative and educational management services for the operations of the School. All staff of the School, except the principal, two assistant principals (dean of discipline & operations and dean of curriculum) and a custodian, are employees of CSUSA. Total fees paid to the management company for fiscal year 2016/17 were approximately $ 300,000. The majority of other reimbursed expenditures by the City to CSUSA relate to teachers'salaries and benefits. The current agreement with CSUSA will expire on June 30, 2018. This agreement provides for an additional renewal term of up to five years upon agreement of both parties and provided the Miami-Dade County School Board extends the charter granted to the City. The fee for services is 4.3% calculated based on certain funding sources of the School, with a not to exceed per student cap, through 2017/18; and to be negotiated thereafter upon reaching a renewal arrangement. Grant funding The School receives financial assistance from federal, state and local governmental agencies in the form of grants. The disbursement of funds received under these programs generally requires compliance with terms and conditions specified in the grant agreements and may be subject to audit by the grantor agencies. In accordance with Title 2 U.S Code of Federal Regulations Part 200, Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards(Uniform Guidance), the School was not required to conduct a "single audit" since the required threshold of federal or state money is currently$750,000 and the School did not exceed such threshold. NOTE 8- RELATED PARTY TRANSACTIONS The School's operations are located at a facility that is owned by the City. In September 2002, the City entered into a bond indenture agreement with the Florida Intergovernmental Finance Commission through an interlocal governmental agreement. As a result, the City issued $12,610,000 in Series 2002 Revenue Bonds to finance the acquisition of land and the construction of a charter school as well as the construction of a community center. Approximately $6,650,000 of the bond issue was related to the acquisition, construction and equipping of the School facility. On June 15, 2012, the City issued $9,885,000 in Series 2012 Refunding Revenue Bonds with a rate of 2.18% to refund the then outstanding balance of the Series 2002 Revenue Bonds. Approximately $5,213,000 of the Series 2012 Refunding Revenue Bonds relates to that portion of the original Series 2002 Revenue Bonds that was utilized for the acquisition, construction and equipping of the School facility. The City refunded the Series 2002 Revenue Bonds to reduce its total debt service payments through maturity(2027)by approximately$3,810,000. The School is leasing its premises from the City under an operating lease agreement,which expired June 30, 2017, but was renewed for an additional year. The lease can renew each additional year as long as the School operates pursuant to the Charter issued by the School Board of Miami-Dade County. The rent amount is determined annually and is based on the annual debt service of the Refunding Revenue Bonds. 23 AVENTURA CITY OF EXCELLENCE SCHOOL (A SPECIAL REVENUE FUND OF THE CITY OF AVENTURA, FLORIDA) NOTES TO BASIC FINANCIAL STATEMENTS JUNE 30, 2017 NOTE 8 - RELATED PARTY TRANSACTIONS (Continued) Future minimum payments required from the School by the City for the debt service of the Revenue Bonds are estimated to be approximately as follows: Year Ending June 30. 2018 $ 443,000 2019 393,000 2020 394,000 2021 395,000 2022 393,000 Thereafter 2,376,000 $ 4,394,000 NOTE 9- RISK MANAGEMENT The School is exposed to various risks of loss related to torts, thefts of, damage to and destruction of assets, errors and omissions, employee health, workers' compensation and natural disasters for which the City carried commercial insurance. Settlement amounts have not exceeded insurance coverage for the past three (3) years. In addition, there were no reductions in insurance coverage from those in the prior year. NOTE 10 - DEFINED CONTRIBUTION PENSION PLANS The City is a single-employer that contributes to four (4) defined contribution pension plans based on employee classification created in accordance with Internal Revenue Code Section 401 (a). The employees of the School are eligible to participate in three (3) of the City's defined contribution pension plans. The School has four (4) full-time employees who are eligible to participate in these plans. Under these plans, the City contributes amounts ranging from 7%to 15%of employee salary for each of the four School employees. The City contributions for the Principal vest in the year they are contributed. The City's contributions to the other employees vest beginning after one (1) year of service through year five (5) in 20% increments. Participants are not permitted to make contributions during the year. The City made plan contributions for these four employees of approximately $38,300 during the year. Plan provisions and contribution requirements may be amended by the City Commission. In addition, the City provides to these full-time employees a deferred compensation plan under Section 457 of the Internal Revenue Code. Under this program, employees may voluntarily elect to defer a portion of their salary to future years;with no required contributions from the City. Both programs are administered by ICMA Retirement Corp. The City does not exercise any control or fiduciary responsibility over the Plans' assets. 24 REQUIRED SUPPLEMENTARY INFORMATION (Other Than M D&A) AVENTURA CITY OF EXCELLENCE SCHOOL (A SPECIAL REVENUE FUND OF THE CITY OF AVENTURA, FLORIDA) SCHEDULE OF REVENUES AND EXPENDITURES AND CHANGE IN FUND BALANCE BUDGET AND ACTUAL JUNE 30, 2017 Budgeted Amounts Budget to Actual Amounts, GAAP Actual Amounts Original Final Budgetary Basis Difference GAAP Basis Variance Revenues and transfers: FTE nonspecific revenues $7,048,074 $7,096,074 $ 7,313,078 $ $ 7,313,078 $217,004 Capital grant funds 485,000 485,000 395,578 395,578 (89,422) Charges for services 710,000 710,000 715,094 715,094 5,094 Miscellaneous income 239,000 239,000 183,662 183,662 (55,338) Field trip revenue 175,000 175,000 160,054 160,054 (14,946) Transportation funds 138,000 138,000 116,561 116,561 (21,439) Transfers from other funds of the City 100,000 100,000 100,000 100,000 - Operating grants and contributions 86,000 86,000 124,694 124,694 38,694 Investment earnings 9,000 9,000 15,281 15,281 6,281 Allocation of fund balance 278,486 278,486 - 27( 8,486) Total revenues and transfers 9,268,560 9,316,560 9,124,002 9,124,00219( 2,558) Expenditures: Salaries 4,722,885 4,722,885 4,615,530 4,615,530 107,355 Professional services 786,000 786,000 817,300 817,300 (31,300) Lease expense-transfers 444,000 444,000 444,000 (444,000) - - Repairs and maintenance 304,500 304,500 296,629 296,629 7,871 Payroll taxes 359,847 359,847 347,755 347,755 12,092 Administration fee 144,743 144,743 145,145 145,145 (402) Employee health insurance 452,274 452,274 394,898 394,898 57,376 Supplies and events 479,500 479,500 336,566 336,566 142,934 Field trips and after-school 162,000 162,000 141,479 141,479 20,521 Capital outlay 293,000 293,000 243,755 243,755 49,245 Utilities 174,000 174,000 167,223 167,223 6,777 Textbooks 176,000 176,000 90,789 90,789 85,211 Bonuses 122,500 170,500 136,629 136,629 33,871 Food services 275,000 275,000 285,606 285,606 (10,606) Workers'compensation insurance 74,729 74,729 47,506 47,506 27,223 Telephone 72,280 72,280 77,735 77,735 (5,455) Pension contributions 59,713 59,713 58,822 58,822 891 Insurance 38,000 38,000 7,971 7,971 30,029 Travel 26,412 26,412 36,149 36,149 (9,737) Stipends 94,850 94,850 122,347 122,347 (27,497) Dues and fees 6,327 6,327 332 - 332 5,995 Lease expense - - - 444,000 444,000 - Total expenditures 9,268,560 9,316,560 8,814,166 - 8,814,166 502,394 Net change in fund balance $ - $ - $ 309,836 $ - $ 309,836 $309,836 See notes to required supplementary information 25 AVENTURA CITY OF EXCELLENCE SCHOOL (A SPECIAL REVENUE FUND OF THE CITY OF AVENTURA, FLORIDA) NOTES TO REQUIRED SUPPLEMENTARY INFORMATION JUNE 30, 2017 NOTE 1 The School formally adopted a budget for the year ended June 30, 2017. Budgeted amounts may be amended by resolution or ordinance by the City Commission. The budget has been prepared in accordance with accounting principles generally accepted in the United States of America with the exception of the items described in Note 2. A comparison of the actual results of operations to the budgeted amounts for the operating fund is presented as required supplementary information. NOTE 2 For budgeting purposes, certain amounts are budgeted as transfers out to the City's Debt Service Fund. For separate reporting of the Charter School operating fund, these amounts are reclassified as follows: Lease expense for School facility $ 444,000 26 COMPLIANCE SECTION T Alberni Caballero&Fierman,LLP 4649 Ponce de Leon Blvd. AC — Suite 404 Coral Gables, Florida 33146 T:305.662.7272 F:305.662.4266 ALBERNI CABALLERO&HERMAN,LLP ACF-CPA.COM ACCOUNTANTS•ADVISORS iiiiiiiiiiiiiiiiiiiiiillillillillillillilliillillillillillillillillillillilillillilI INDEPENDENT AUDITORS' REPORT ON INTERNAL CONTROL OVER FINANCIAL REPORTING AND ON COMPLIANCE AND OTHER MATTERS BASED ON AN AUDIT OF FINANCIAL STATEMENTS PERFORMED IN ACCORDANCE WITH GOVERNMENT AUDITING STANDARDS Honorable Mayor and Members of the City Commission City of Aventura, Florida Aventura City of Excellence School (a Special Revenue Fund of the City of Aventura, Florida) Aventura, Florida We have audited, in accordance with the auditing standards generally accepted in the United States of America and the standards applicable to the financial audits contained in the Government Auditing Standards issued by the Comptroller General of the United States, the financial statements of the governmental activities and the major fund of the Aventura City of Excellence School (the "School") (a Special Revenue Fund of the City of Aventura, Florida)as of and for the fiscal year ended June 30, 2017, and the related notes to the financial statements, which collectively comprise the School's basic financial statements, and have issued our report thereon dated August 30, 2017. Internal Control Over Financial Reporting In planning and performing our audit of the financial statements, we considered the School's internal control over financial reporting (internal control) to determine the audit procedures that are appropriate in the circumstances for the purpose of expressing our opinion on the financial statements, but not for the purpose of expressing an opinion on the effectiveness of the School's internal control. Accordingly, we do not express an opinion on the effectiveness of the School's internal control. A deficiency in internal control exists when the design or operation of a control does not allow management or employees, in the normal course of performing their assigned functions, to prevent, or detect and correct, misstatements on a timely basis. A material weakness is a deficiency, or a combination of deficiencies, in internal control, such that there is a reasonable possibility that a material misstatement of the entity's financial statements will not be prevented, or detected and corrected on a timely basis. A significant deficiency is a deficiency, or a combination of deficiencies, in internal control that is less severe than a material weakness, yet important enough to merit attention by those charged with governance. Our consideration of internal control was for the limited purpose described in the first paragraph of this section and was not designed to identify all deficiencies in internal control that might be material weaknesses or, significant deficiencies. Given these limitations, during our audit we did not identify any deficiencies in internal control that we consider to be material weaknesses. However, material weaknesses may exist that have not been identified. Compliance and Other Matters As part of obtaining reasonable assurance about whether the School's financial statements are free from material misstatement, we performed tests of its compliance with certain provisions of laws, regulations, contracts, and grant agreements, noncompliance with which could have a direct and material effect on the determination of financial statement amounts. However, providing an opinion on compliance with those provisions was not an objective of our audit, and accordingly, we do not express such an opinion. The results of our tests disclosed no instances of noncompliance or other matters that are required to be reported under Government Auditing Standards. 27 Purpose of this Report The purpose of this report is solely to describe the scope of our testing of internal control and compliance and the results of that testing, and not to provide an opinion on the effectiveness of the School's internal control or on compliance. This report is an integral part of an audit performed in accordance with Government Auditing Standards in considering the entity's internal control and compliance. Accordingly, this communication is not suitable for any other purpose. 7Qe-,Y/cah1&-0 & fiew/ffay LLQ' Alberni Caballero& Fierman, LLP Coral Gables, Florida August 30, 2017 28 T Alberni Caballero&Fierman, LLP 4649 Ponce de Leon Blvd. AC — Suite 404 Coral Gables, Florida 33146 T: 305.662.7272 F:305.662.4266 ALBERNI CABALLERO&HERMAN,LLP ACF-CPA.COM ACCOUNTANTS•ADVISORS MANAGEMENT LETTER IN ACCORDANCE WITH THE RULES OF THE AUDITOR GENERAL OF THE STATE OF FLORIDA Honorable Mayor and Members of the City Commission City of Aventura, Florida Aventura City of Excellence School (a Special Revenue Fund of the City of Aventura, Florida) Aventura, Florida Report on the Financial Statements We have audited the basic financial statements of the Aventura City of Excellence School (the "School") (a Special Revenue Fund of the City of Aventura, Florida), as of and for the fiscal year ended June 30,2017, and have issued our report thereon dated August 30, 2017. Auditors' Responsibility We conducted our audit in accordance with auditing standards generally accepted in the United States of America;the standards applicable to financial audits contained in Government Auditing Standards, issued by the Comptroller General of the United States and Chapter 10.850, Rules of the Auditor General. Other Report We have issued our Independent Auditors' Report on Internal Control over Financial Reporting and on Compliance and Other Matters Based on an Audit of the Financial Statements Performed in Accordance with Government Auditing Standards. Disclosures in that report which is dated August 30, 2017, should be considered in conjunction with this management letter. Prior Audit Findings Section 10.854(1)(e)1., Rules of the Auditor General, requires that we determine whether or not corrective actions have been taken to address findings and recommendations made in the preceding annual financial audit report. There were no findings or recommendations made in the preceding annual financial audit report. Official Title Section 10.854(1)(e)5., Rules of the Auditor General, requires the name or official title of the entity. The official title of the entity is Aventura City of Excellence School. Financial Condition Section 10.854(1)(e)2., Rules of the Auditor General, requires that we report the results of our determination as to whether or not the School has met one or more of the conditions described in Section 218.503(1), Florida Statutes, and identification of the specific condition(s) met. In connection with our audit,we determined that the School did not meet any of the conditions described in Section 218.503(1), Florida Statutes. 29 Pursuant to Sections 10.854(1)(e)6.a. and 10.855(12), Rules of the Auditor General, we applied financial condition assessment procedures for the School. It is management's responsibility to monitor the School's financial condition, and our financial condition assessment was based in part on representations made by management and the review of financial information provided by same. Transparency Sections 10.854(1)(e)7. and 10.855(13), Rules of the Auditor General, require that we report the results of our determination as to whether the School maintains on its website the information specified in Section 1002.33(9)(p), Florida Statutes. In connection with our audit,we determined that the School maintained on its website the information specified in Section 1002.33(9)(p), Florida Statutes. Other Matters Section 10.854(1)(e)3., Rules of the Auditor General, requires that we address in the management letter any recommendations to improve financial management. In connection with our audit, we did not have any such recommendations. Section 10.854(1)(e)4., Rules of the Auditor General, requires that we address noncompliance with provisions of contracts or grant agreements, or abuse, that have occurred, or are likely to have occurred, that have an effect on the financial statements that is less than material but which warrants the attention of those charged with governance. In connection with our audit,we did not have any such findings. Purpose of this Letter Our management letter is intended solely for the information and use of the Legislative Auditing Committee, members of the Florida Senate and the Florida House of Representatives,the Florida Auditor General, Federal and other granting agencies, City Commission, School's management, and the School Board of Miami-Dade County and is not intended to be and should not be used by anyone other than these specified parties. A16e-,Y/cah1&-o & fiew/ffay LLQ' Alberni Caballero& Fierman, LLP Coral Gables, Florida August 30, 2017 30 ll E S T A B L I S H E D 2 0 0 3 o, v �3T�X��NTLLEN(E S(' ZZ\� CITY OF AVENTURA OFFICE OF THE CITY MANAGER MEMORANDUM TO: City Commission FROM: Eric M. Soroka, ICMA-CM, y Man.ger DATE: July 25, 2017 SUBJECT: Ordinance Amending Land Delo•ment Regulations to Prohibit Medical Marijuana Dispensaries Local Planning Agency Meeting Agenda Item <} 1st Reading September 5, 2017 City Commission Meeting Agenda Item 2nd Reading October 3, 2017 City Commission Meeting Agenda Item RECOMMENDATION It is recommended that the City Commission adopt the attached Ordinance amending Chapter 31 of the City's Land Development Regulations to prohibit medical marijuana dispensaries in the City. BACKGROUND At the June Workshop Meeting, in light of recent changes in State law, the City Commission directed the City Attorney to draft an Ordinance prohibiting medical marijuana dispensaries in the City. Attached is the Ordinance which complies with the newly adopted State law. If you have any questions, please feel free to contact me. EMS/act Attachment CC01707-17 ORDINANCE NO. 2017- AN ORDINANCE OF THE CITY OF AVENTURA, FLORIDA AMENDING CHAPTER 31, LAND DEVELOPMENT REGULATIONS, BY CREATING SECTION 31-151 "USES PROHIBITED IN ALL ZONING DISTRICTS", OF ARTICLE VII "USE REGULATIONS" OF CHAPTER 31 "LAND DEVELOPMENT REGULATIONS", REGULATING PROHIBITED USES GENERALLY AND SPECIFICALLY PROHIBITING MEDICAL MARIJUANA DISPENSARIES; PROVIDING FOR SEVERABILITY; PROVIDING FOR INCLUSION IN THE CODE; PROVIDING FOR AN EFFECTIVE DATE. WHEREAS, the City Commission recognizes that changes to the adopted Code of Ordinances are periodically necessary in order to ensure that the City's regulations are current and consistent with the City's planning and regulatory needs and changes in State law; and WHEREAS, the City Commission desires to clarify the interpretation and identification of prohibited uses within the City; and WHEREAS, according to the Controlled Substances Act, Marijuana has a high potential for abuse and has no currently accepted medical use in treatment in the United States; and WHEREAS, notwithstanding Federal law, the 2014 Florida Legislature approved Senate Bill 1030 providing for the growing, processing, and distributing of specific forms of low-THC (non-euphoric) Cannabis to qualified patients and their caregivers for the treatment of listed medical conditions, which became effective on June 16, 2014 as Chapter 2014-157, Laws of Florida, and is codified at Section 381.986, Florida Statutes ("Senate Bill 1030"); and WHEREAS, in Gonzales v. Raich, the U.S. Supreme Court held in 2005 that the Federal Government has the authority under the Commerce Clause to prohibit marijuana for all purposes pursuant to the Controlled Substances Act, and that the Supremacy Clause of the U.S. Constitution "unambiguously provides that if there is any conflict between federal and state law, federal law shall prevail." Gonzales v. Raich, 545 U.S. 1, 29; and WHEREAS, the 2014 Florida Legislature approved Senate Bill 1030 providing for the growing, processing, and distributing of specific forms of low-THC (non-euphoric) cannabis to qualified patients and their caregivers for the treatment of listed medical conditions, which became effective on June 16, 2014 as Chapter 2014-157, Laws of Florida, and is codified at Section 381.986, Florida Statutes; and I City of Aventura Ordinance No. 2017- WHEREAS, Section 381.986, Florida Statutes, authorizes and defines "Medical Marijuana Treatment Centers" to encompass the entire supply chain (cultivation, processing, storage, distribution, etc.), not just retail sales to qualified patients; and WHEREAS, the Florida Department of Health adopted a rule to implement Senate Bill 1030, which became effective June 17, 2015; and WHEREAS, on November 8, 2016, voters approved Constitutional Amendment 2 ("Amendment 2") which expanded the use of Medical Marijuana for individuals with debilitating conditions that was originally provided under Senate Bill 1030; and WHEREAS, the 2017 Florida Legislature passed Senate Bill 8A ("SB 8A") to enact Amendment 2 and Governor Rick Scott signed SB 8A into law on June 23, 2017; and WHEREAS, SB 8A permits the use of additional alternative forms of marijuana (marijuana in all its forms including low-THC cannabis, together referred to as "marijuana") and alternative dispensing methods; and WHEREAS, SB 8A grants authority to municipalities to ban medical marijuana treatment center dispensing facilities from being located within its boundaries; and WHEREAS, significant safety and security issues exist for any establishment involved in the dispensing of marijuana, because they maintain large drug inventories and are forced to deal in cash because their activities have not yet been sanctioned by federal law; and WHEREAS, such businesses are inherently attractive targets for criminals, and it is therefore essential that the City prevent such uses to protect and advance the public health, safety and welfare; and WHEREAS, enabling the establishment of such businesses would require extensive municipal resources in order to effectively address the potential rise in criminal activity; and WHEREAS, the City Commission has determined that it is in the best interests of the citizenry and general public to prohibit medical marijuana treatment center dispensing facilities to ensure the safety of the employees, neighbors, customers and area residents; and WHEREAS, the City Commission has been designated as the Local Planning Agency for the City pursuant to Section 163.3174, Florida Statutes; and WHEREAS, the City Commission, in its capacity as the Local Planning Agency, has reviewed the proposed amendments to the City Code pursuant to the required public hearing and has recommended approval of this Ordinance; and Page 2 of 5 City of Aventura Ordinance No. 2017- WHEREAS, the City Commission has previously invoked zoning in progress concerning this Ordinance as authorized by the Section 31-77(h)(3) of the City's Land Development Regulations; and WHEREAS, the City Commission has reviewed the proposed amendments, and finds that it is in the best interests of the public to amend the City Code as set forth in this Ordinance; and WHEREAS, the City Commission has held the required public hearings, duly noticed in accordance with law; and WHEREAS, the City Commission has reviewed the action set forth in the Ordinance and has determined that such action is consistent with the Comprehensive Plan. NOW, THEREFORE, BE IT ORDAINED BY THE CITY COMMISSION OF THE CITY OF AVENTURA, FLORIDA, THAT': Section 1. Recitals Adopted. That each of the above-stated recitals are hereby adopted and confirmed. Section 2. City Code Amended. Section 31-151 , "Uses Prohibited in All Zoning Districts" of Article VII "Use Regulations" of Chapter 31, "Land Development Regulations" is hereby created to read as follows: ARTICLE VII. - USE REGULATIONS Sec. 31-151. — Uses Prohibited in All Zoning Districts (a) Prohibited uses generally. Within any particular zoning district, any use which is not specifically identified as a permitted, conditional use, or accessory use shall be prohibited. (b) Specifically prohibited uses. Additional, specifically identified prohibited uses are identified in the individual zoning districts. (c) Dispensing of marijuana products. In accordance with Section 381.986, Florida Statutes, the dispensing of marijuana in any form, by any person or business, is prohibited in all zoning districts. Further, all uses, products, or acts prohibited under any state or federal law are prohibited throughout the City. * * * Underlined provisions constitute proposed additions to existing City Code text;446-lien-through provisions indicate proposed deletions from existing City Code text. Page 3 of 5 City of Aventura Ordinance No. 201 7- Section 3. Severability. The provisions of this Ordinance are declared to be severable and if any section, sentence, clause or phrase of this Ordinance shall for any reason be held to be invalid or unconstitutional, such decision shall not affect the validity of the remaining sections, sentences, clauses, and phrases of this Ordinance but they shall remain in effect, it being the legislative intent that this Ordinance shall stand notwithstanding the invalidity of any part. Section 4. Inclusion in the Code. It is the intention of the City Commission, and it is hereby ordained that the provisions of this Ordinance shall become and be made a part of the Code of the City of Aventura; that the sections of this Ordinance may be re- numbered or re-lettered to accomplish such intentions; and that the word "Ordinance" shall be changed to "Section" or other appropriate word. Section 5. Effective Date. This Ordinance shall be effective immediately upon adoption on second reading. The foregoing Ordinance was offered by Commissioner , who moved its adoption on first reading. This motion was seconded by Commissioner and upon being put to a vote, the vote was as follows: Commissioner Denise Landman Commissioner Dr. Linda Marks Commissioner Gladys Mezrahi Commissioner Marc Narotsky Commissioner Robert Shelley Vice Mayor Howard Weinberg Mayor Enid Weisman The foregoing Ordinance was offered by Commissioner , who moved its adoption on second reading. This motion was seconded by Commissioner and upon being put to a vote, the vote was as follows: Commissioner Denise Landman Commissioner Dr. Linda Marks Commissioner Gladys Mezrahi Commissioner Marc Narotsky Commissioner Robert Shelley Vice Mayor Howard Weinberg Mayor Enid Weisman Page 4 45 City of Aventura Ordinance No. 2017- PASSED on first reading on this 5th day of September, 2017. PASSED AND ADOPTED on second reading on this 3rd day of October, 2017. ENID WEISMAN, MAYOR ATTEST: ELLISA L. HORVATH, MMC, CITY CLERK APPROVED AS TO LEGAL SUFFICIENCY: CITY ATTORNEY This Ordinance was filed in the Office of the City Clerk this day of , 2017. Page 5 of 5 CITY OF AVENTURA OFFICE OF THE CITY MANAGER MEMORANDUM TO: City Commission FROM: Eric M. Soroka, ICMA-CM, Mana r DATE: August 17, 2017 SUBJECT: Ordinance Amending Article, of he City Code to Create Section Providing for Enhanced Stormwater Management System 1st Reading September 5, 2017 City Commission Meeting Agenda Item " b 2"d Reading October 3, 2017 City Commission Meeting Agenda Item T RECOMMENDATION It is recommended that the City Commission adopt the attached Ordinance to amend the City Code to create sections providing for enhanced stormwater management and regulations. BACKGROUND At the March Workshop Meeting, the results of the Comprehensive Stormwater Master Plan and the study relating to the impact of sea level rise was discussed in great detail by our consultant engineers. As part of the discussion, we advised that an amendment to our City Code would be forthcoming that would address the following issues to protect our stormwater management system: 1. Provides that owners of private stormwater facilities located on their property shall properly maintain the systems. Changes to the systems require City approval. 2. The City will periodically inspect the private systems to ascertain that the stormwater facilities are functioning as designed and approved. 3. In the event private properties negatively impact adjacent properties by causing stormwater runoff to the adjacent site on public property, the City shall have the authority to require the private property owner to take corrective action. Memo to City Commission Page 2 4. Adopts current County regulations for construction sites and activities that impact the stormwater system. 5. Prohibits the discharge of pollutants into the stormwater systems as defined in the Ordinance and establishes an enforcement mechanism with penalties. The adoption of this Ordinance will assist in protecting the City's stormwater management system and reduce private drainage issues from impacting the City's system. If you have any questions, please feel free to contact me. EMS/act Attachment CCO1709-17 ORDINANCE NO. 2017- AN ORDINANCE OF THE CITY OF AVENTURA, FLORIDA AMENDING CHAPTER 30, "ENVIRONMENT," AT ARTICLE III, "STORMWATER," BY CREATING SECTIONS 30-61 THROUGH 30-67, PROVIDING FOR AN ENHANCED STORMWATER MANAGEMENT SYSTEM, AND SPECIFYING ENVIRONMENTAL AND OTHER REGULATIONS CONCERNING SAID SYSTEM; PROVIDING FOR SEVERABILITY; PROVIDING FOR INCLUSION IN THE CODE; PROVIDING FOR PENALTY; AND PROVIDING FOR AN EFFECTIVE DATE. WHEREAS, the City Commission recognizes that changes to the adopted Code of Ordinances are periodically necessary in order to ensure that the City's regulations are current and consistent with the City's planning and regulatory needs and changes in State law; and WHEREAS, the City is responsible for the maintenance and expansion of the existing stormwater management system, which has been developed over a number of years for the purpose of collecting and disposing of stormwater; and WHEREAS, it is necessary and essential that the City address the various environmental issues that burden the stormwater management system; and WHEREAS, the City Commission has determined that it is in the best interests of the citizenry and general public to provide for the safe and efficient capture and conveyance of stormwater runoff and the correction of stormwater problems; and WHEREAS, the City Commission has reviewed the proposed amendments, and finds that it is in the best interests of the public to amend the City Code as set forth in this Ordinance. NOW, THEREFORE, BE IT ORDAINED BY THE CITY COMMISSION OF THE CITY OF AVENTURA, FLORIDA, THAT': Section 1. Recitals Adopted. That each of the above-stated recitals are hereby adopted and confirmed. Section 2. City Code Amended. Sections 30-61 through 30-67, of Division 1 "Generally," of Article Ill "Stormwater" of Chapter 30, "Environment" are hereby created to read as follows: Chapter 30 - ENVIRONMENT ARTICLE III. - STORMWATER DIVISION 1. - GENERALLY Underlined provisions constitute proposed additions to existing City Code text. City of Aventura Ordinance No. 2017- Sec. 30-61. - SCOPE AND PURPOSE. The scope and purposes of this Division are: (A) To provide for effective management of a stormwater management system ("System") within the City; (B) To provide a mechanism for mitigating the damaging effects of uncontrolled and unplanned stormwater runoff from both a water quality and water quantity standpoint; (C) To improve the public health, safety, and welfare by providing for the safe and efficient capture and conveyance of stormwater runoff and the correction of stormwater problems. Sec. 30-62. - DEFINITIONS. The following words, when used herein, shall have the meanings indicated, unless the context indicates otherwise: City shall have the meaning specified in Sec. 1-2 of this Code. Commission shall have the meaning specified in Sec. 1-2 of this Code. Consulting engineer. A qualified engineer or engineering firm licensed in the State of Florida and retained by the City to perform the acts and carry out the duties relating to the system, as required by the City. Development or development activity shall have the meaning specified in Sec. 30-164 of this Code. Impervious area shall have the meaning specified in Sec. 30-92 of this Code. Stormwater shall have the meaning specified in Sec. 30-92 of this Code. Stormwater management system shall have the meaning specified in Sec. 30-92 of this Code. Structure means anything constructed, installed, or portable, the use of which requires a location on a parcel of land. It includes a movable building which can be used for housing, business, commercial, agricultural, or office purposes, either temporarily or permanently. "Structure" also includes roads, walkways, paths, fences, swimming pools, tennis courts, poles, pipelines, transmission lines, tracks, signs, cisterns, sheds, docks, mooring area, and other accessory construction. Sec. 30-63. - FINDINGS AND DETERMINATIONS. It is hereby found, determined and declared, as follows: (A) All terms not otherwise defined in this Section shall have the meaning ascribed to such terms in Section 30-62 of this Division. (B) As a means of complying with Federal and State-mandated goals and priorities relating to stormwater management, and to provide for the current and future needs of the City with respect to collection, control, and disposal of storm and other surface water within the geographical boundaries of the City, the City's existing system and all Page 2 of 10 City of Aventura Ordinance No. 2017- stormwater drainage facilities relating thereto presently owned and managed by the City, including but not limited to such storm sewers, drains, culverts, retention systems, detention basins, drainage wells, conduits, and appurtenant features, catch basins, outfall structures, equipment, and all appurtenances, whether man-made or natural, necessary, useful, or convenient shall be treated as a unified stormwater management system. (C) Any development affecting storm and surface water should be managed, regulated, and controlled under the unified management of a city-wide system for the purpose of, among other things, reducing or controlling erosion, sedimentation and turbidity, and other pollution of water, danger, and damage to life and property, and to protect and encourage the use of natural and efficient man-made means to these ends. (D) The operation of the system will serve a vital public purpose and promote the common interests and provide for the health, safety, and welfare of the residents of the City. (E) Those elements of the system which provide for the collection, storage, treatment, and conveyance of stormwater management, are of benefit and provide value to all properties within the City. Sec. 30-64. - CREATION OF STORMWATER MANAGEMENT SYSTEM. The existing system owned by the City at the time of the creation of this section and any additions thereto; shall be recognized as the stormwater management system. The City Manager shall designate a City Department that shall have jurisdiction over the maintenance of the system and the responsibility for the administration thereof. The City Manager or his/her designee shall be authorized to determine and prescribe the requirements of the stormwater management system including all components of the infrastructure and all necessary or desirable alterations, repairs, and extensions to manage and control stormwater runoff provided such action serves a public purpose, based on recommendations by a licensed professional engineer, as deemed necessary. SEC. 30-65. - PRIVATE FACILITIES. (a) The property owner shall be responsible for stormwater drainage facilities located on private property where runoff will principally be collected within that property. The owner shall clean and maintain the facility or channel, as required, to ensure efficient and proper operation of the facility. The owner shall obtain the City's prior written approval for any proposed changes or alterations to any private stormwater drainage facilities that, in the City's sole discretion, as decided by the City Manager or his or her designee, may substantially or adversely affect stormwater drainage in the property owner's area in light of the requirements of this Article and applicable law. (b) The City shall provide for inspection of private facilities to ascertain that the stormwater facilities are functioning as designed and approved. (c) The owner of any stormwater drainage facility that connects directly or indirectly to the City's stormwater management system shall maintain the facility to limit the peak discharge, and the quantity of runoff, entering the City's System to that which was computed at the time the connection was authorized. Page 3 of 10 City of Aventura Ordinance No. 2017- (d) In any instance where existing property, land, buildings, or development negatively impact adjacent properties, land, buildings, or residences by directing or causing to be directed stormwater or runoff to the adjacent site; the City shall have the authority to require said property to take corrective action as it deems appropriate to ameliorate or otherwise mitigate said impact to the maximum extent practicable. Failure to complete said corrective action within a reasonable time shall constitute a violation of this Article. SEC. 30-66. - POLLUTION CONTROL. (a) Construction sites and construction activities: (1) Construction sites and operations shall be required to maintain, during and after all construction, development, excavation, and/or alteration operations, structural and non-structural, best management practices with the intent to reduce pollutants and sediment in stormwater run-off. a. Construction or construction operations over any existing or planned stormwater management system, or any such operations causing interference with any stormwater management system shall not be permitted. b. A schedule of inspections for monitoring may be developed to be carried out during and after the construction and operation phases as conditions to the permit to determine and verify compliance with this section. (b) Illicit discharges. Any dumping, spilling, or discharging of any non-stormwater material to any surface area or stormwater management system shall be prohibited unless allowed by prior written approval of the City. Prohibited illicit discharges shall require spill response, spill control, and spill clean-up by the property owner and responsible party as designated and prescribed by the City. (c) Alterations or obstructions to stormwater management. Alterations or obstructions to any stormwater management system, including pump stations, structural controls, catch basins, culverts, wetlands, or swales shall be prohibited without prior written approval of the City. (d) Herbicide, pesticide, fertilizer applications. Companies involved in the application of herbicides, pesticides, fertilizers, or any regulated material shall be required to obtain operating licenses, train their employees in the application of said materials with the intent to minimize or prevent over application and spills; and develop plans for spill response and spill control of said materials. (e) Backwash disposal. The disposal of filter backwash water to stormwater management systems shall be prohibited. (f) Litter, littering material. The accumulation, placing, sweeping, scattering, throwing, or dumping of litter, or littering material such as dead plants, yard clippings, stagnant water, rubbish, debris, trash, including any wrecked, derelict, or partially dismantled motor vehicle, trailer, boats, machinery, appliances, furniture or other similar article, or any unsanitary, hazardous or significant material upon any surface area, stormwater management system, or water body within the City is hereby prohibited. Page 4 of 10 City of Aventura Ordinance No. 2017- (g) Storm water interagency agreements and stormwater programs. The City is authorized to develop interagency agreements and mutually compatible programs with the South Florida Water Management District, Florida Department of Transportation, Miami-Dade County, and other local governmental agencies, and all private agencies, with the intent to control the contribution of pollutants within the inter-system stormwater management system linkages, in order to develop mutually compatible stormwater management programs and systems; and to develop and enforce stormwater management, inspections, and monitoring programs. (h) Determination of compliance or non-compliance. The City Manager or his or her designee shall have the authority to determine the compliance or non-compliance with this section of a stormwater management system or non-stormwater discharge to a stormwater management system, body of water, or surface area; based on investigation, surveillance, monitoring, sampling, testing, and/or sound engineering and operational evaluations. (i) Assessment of penalty for non-compliance. (1) Upon determination of a violation of this section, the City may assess against the violator a penalty of five hundred ($500.00) per offense. Higher penalties may be imposed for irreparable or irreversible violations in accordance with Sec. 162.09 (2) (a), F.S. (2) Additional charges and costs against the violator may be assessed in an amount determined by the City Manager or his or her designee, depending on the extent of environmental damage, required mitigation, the cost of remediation, and enforcement. (3) Upon determination of a violation of this section, the violator shall bear all costs incurred for clean-up, enforcement action, and remediation. (4) Each day during on which the violator continues to violate the provisions of this Code after having been notified of such violation shall constitute a separate violation and may incur additional penalties. (5) It shall be the responsibility of the City Manager or his or her designee, to determine if a violation of this section exists, as based on the findings required in this article and applicable law. The City Manager may initiate enforcement proceedings through the City's special master, code enforcement program, or otherwise. (j) Stormwater inspections and monitoring procedures. To the fullest extent allowed by law, the City may enter all structures and premises to perform inspections, surveillance, and monitoring procedures, within reasonable hours, of said structures or premises, and shall have free access to copying or reviewing pertinent records of a facility, system, or premises in order to ascertain the state of compliance with the laws, rules, and regulations of the City, as outlined in this division. (1) The compliance personnel of the City shall be provided with official identification and shall exhibit such identification when making inspections. (2) The owner, operator, lessee, occupant, or person in charge of the structure or premises shall give the inspecting officer free access to the structure or premises for the purpose of making such inspections without hampering, obstructing, or interfering with such inspection. Page 5 of 10 City of Aventura Ordinance No. 2017- (k) Effluent standards and water quality criteria. The City adopts section 24-42 of the Code of Miami-Dade County as minimum surface water criteria and effluent standards for discharges to surface water, as applicable. SEC. 30-67 - PROHIBITIONS. (a) It shall be unlawful for any person to drain, deposit, place, or otherwise discharge into any body of water or stormwater system within the City, or to cause or permit to be drained, deposited, placed, or otherwise discharged into such waters, any organic or inorganic matter which causes or tends to cause pollution defined as follows: (1) Petroleum products, including but not limited to oil, gasoline, and grease. (2) Solid waste. (3) Pet waste. (4) Chemicals. (5) Paints. (6) Soaps. (7) Laundry waste. (8) Steam cleaning waste. (9) Pesticides, herbicides, or fertilizers. (10) Degreasers, solvents. (11) Heated water. (12) Sanitary sewage. (13) Chemically treated cooling water. (14) Antifreeze, and other automotive products. (15) Lawn clippings, leaves, branches, etc. (16) Animal carcasses. (17) Silt. (18) Acids or alkalis. (19) Recreational vehicle waste. (20) Dyes (without prior written permission of the City). (21) Construction materials. (22) Any groundwater which contains phosphorous or nitrogen concentrations greater than the surface water into which the groundwater is discharged. (23) Any water which exceeds the state surface water standards. (24) Toxic or poisonous solids or liquids. Page 6 of 10 City of Aventura Ordinance No. 2017- (25) Solids in such quantities or of such size capable of causing interference or obstruction to the flow in the City's stormwater system. (b) It shall be unlawful to wash any public or private streets, buildings, sidewalks or parking areas, unless all visible debris and sediments have been removed prior to washing. If the removal of the debris and sediments is not feasible (as determined by the City Manager or his or her designee), then the street, building, etc. may only be washed with the City Manager's or his or her designee's prior written approval, which may include requirements to clean the affected drainage pipelines or provide treatment of wastewater runoff to prevent downstream pollution. Only water may be used for washing purposes, unless approved in writing by the City Manager or his or her designee upon advice of the Consulting Engineer and not prohibited by other laws. (1) The City may order the correction of any unsafe, nonconforming or unauthorized condition which is in violation of any provision of this Code or regulation adopted hereunder. The City may also order the discontinuance of any activity causing such condition. (2) Whenever the City orders the correction or discontinuance of any condition or activity on any premises pursuant to this section, the City shall notify the owner or other person responsible for such conditions or activity in writing. Said notice shall state the nature of the violation, direct the person to correct or discontinue the condition or activity, and provide a reasonable time limit for the satisfactory correction thereof. The offender shall, within the time period stated in such notice, permanently cease or correct all violations. Failure to comply with such order shall constitute a violation of the provisions of this section. (3) Notwithstanding any other provisions of this chapter, whenever the City Manager or his or her designee determines that conditions or activities exist requiring immediate action to protect public health, safety, or welfare, the City Manager or his or her designee is authorized to enter at all reasonable times in or upon any property for the purpose of testing, inspecting, investigating, measuring, sampling, and correcting such emergency conditions. The City may order the immediate discontinuance of any activity which causes or tends to cause the emergency condition. Failure to comply with such order shall constitute a separate violation of this section. (4) Any person responsible for pollutant discharge into any body of water or stormwater systems, and who fails to correct any prohibited condition or discontinue any prohibited activity at the City's request, shall be responsible to pay the necessary expenses incurred by the City in carrying out the pollution abatement, including any expenses incurred in testing, measuring, sampling, collecting, removing, containing, treating, and disposing of the pollutant materials. (c) The City may, immediately upon discovering an ongoing or potential discharge of pollutants into the City's bodies of water or stormwater system in violation of this section, seek relief in any court of competent jurisdiction for a temporary restraining order or temporary or permanent injunction to halt or prohibit such discharge. Prior to the filing of such judicial action, the City shall attempt to notify the offender of the City's intention to file such action, but such notification shall not be a condition precedent to the City's action for and obtaining such or other relief. Page 7 of 10 City of Aventura Ordinance No. 2017- (1) Any person who violates any of the provisions of this section shall be punished as provided in this division. Each and every day on which such person continues to violate the provisions of this section after having been notified of such violation shall constitute a separate offense. (2) Any person who violates any provisions of this section shall be subject to a civil penalty of up to five hundred dollars ($500.00) per day for each day that such person is in violation of this division. Higher penalties may be imposed for irreparable or irreversible violations in accordance with Sec. 162.09 (2) (a), F.S. (3) Any person who causes or allows an unauthorized discharge, or who otherwise violates the provisions of this division, may be required to appear before the City's Special Master for code enforcement proceedings pursuant to City Code or at any judicial forum invoked by the City. (4) The remedies and penalties provided in this section are not exclusive, and the City may seek whatever other remedies are authorized by statute, at law, or in equity, against any person who violates the provisions of this Article. Section 3. Severability. The provisions of this Ordinance are declared to be severable and if any section, sentence, clause or phrase of this Ordinance shall for any reason be held to be invalid or unconstitutional, such decision shall not affect the validity of the remaining sections, sentences, clauses, and phrases of this Ordinance but they shall remain in effect, it being the legislative intent that this Ordinance shall stand notwithstanding the invalidity of any part. Section 4. Conflict. If the provisions of this Ordinance conflict with other provisions in the Code, the more restrictive provisions shall prevail. Section 5. Inclusion in the Code. It is the intention of the City Commission, and it is hereby ordained that the provisions of this Ordinance shall become and be made a part of the Code of the City of Aventura; that the sections of this Ordinance may be re-numbered or re- lettered to accomplish such intentions; and that the word "Ordinance" shall be changed to "Section" or other appropriate word. Section 6. Penalty. That any person who violates any provisions of this Ordinance shall, upon conviction, be punished by a fine not to exceed $500.00 or imprisonment in the County jail not to exceed sixty (60) days, or both such fine and imprisonment. Each day that a violation continues shall be deemed a separate violation. This Ordinance shall also be subject to enforcement under the Local Government Code Enforcement Act, Chapter 162, F.S., as amended, and City Code Section 2-331, et. seq., as amended. Enforcement may also be by suit for declaratory, injunctive, or other appropriate relief in a court of competent jurisdiction or as authorized by Section 162.22, F.S. Section 7. Effective Date. This Ordinance shall be effective immediately upon adoption on second reading. Page 8 of 10 City of Aventura Ordinance No. 2017- The foregoing Ordinance was offered by Commissioner , who moved its adoption on first reading. This motion was seconded by Commissioner and upon being put to a vote, the vote was as follows: Commissioner Denise Landman Commissioner Dr. Linda Marks Commissioner Gladys Mezrahi Commissioner Marc Narotsky Commissioner Robert Shelley Vice Mayor Howard Weinberg Mayor Enid Weisman The foregoing Ordinance was offered by Commissioner , who moved its adoption on second reading. This motion was seconded by Commissioner and upon being put to a vote, the vote was as follows: Commissioner Denise Landman Commissioner Dr. Linda Marks Commissioner Gladys Mezrahi Commissioner Marc Narotsky Commissioner Robert Shelley Vice Mayor Howard Weinberg Mayor Enid Weisman PASSED on first reading on this 5th day of September, 2017. PASSED AND ADOPTED on second reading on this 3Id day of October, 2017. Page 9 of 10 City of Aventura Ordinance No. 2017-_ ENID WEISMAN, MAYOR ATTEST: ELLISA L. HORVATH, MMC CITY CLERK APPROVED AS TO LEGAL SUFFICIENCY: CITY ATTORNEY This Ordinance was filed in the Office of the City Clerk this day of , 2017. Page 10 of 10