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HomeMy Public PortalAbout2022 AgreementDocuSign Envelope ID: 69162585-C2B1-4684-8171-CA56ECEDD766 PROFESSIONAL SERVICES AGREEMENT BETWEEN THE VILLAGE OF KEY BISCAYNE AND CENTER FOR PUBLIC SAFETY MANAGEMENT, LLC THIS AGREEMENT (this "Agreement") is made effective as of the day of 2022 (the "Effective Date"), by and between the VILLAGE OF KEY BISCAYNE, FLORIDA, a Florida municipal corporation, (the "Village"), and CENTER FOR PUBLIC SAFETY MANAGEMENT, LLC, a District of Columbia limited liability company (hereinafter, the "Consultant"). WHEREAS, the Village desires certain consulting services for a workforce assessment of the Village Fire Rescue Department; and WHEREAS, the Consultant will perform services on behalf of the Village, all as further set forth in the Proposal dated June 17, 2022, and attached hereto as Exhibit "A" (the "Services"); and WHEREAS, the Consultant and Village, through mutual negotiation, have agreed upon a fee for the Services; and WHEREAS, the Village desires to engage the Consultant to perform the Services and provide the deliverables as specified below. NOW, THEREFORE, in consideration of the mutual covenants and conditions contained herein, the Consultant and the Village agree as follows: 1. Scone of Services. 1.1. Consultant shall provide the Services set forth in the Proposal attached hereto as Exhibit "A" and incorporated herein by reference (the "Services"). 1.2. Consultant shall furnish all reports, documents, and information obtained pursuant to this Agreement, and recommendations during the term of this Agreement (hereinafter "Deliverables") to the Village. 2. Term/Commencement Date. 2.1. The term of this Agreement shall be from the Effective Date through six (6) months thereafter, unless earlier terminated in accordance with Paragraph 8. Additionally, the Village Manager may renew this Agreement for one (1) additional six (6) month period on the same terms as set forth herein upon written notice to the Consultant. Contract No. Page 1 of 10 DocuSign Envelope ID. 69162585-C2B1-4BB4-8171-CA56ECEDD766 2.2. Consultant agrees that time is of the essence and Consultant shall complete the Services within the term of this Agreement, unless extended by the Village Manager. 3. Compensation and Payment. 3.1. Compensation for Services provided by Consultant shall be in accordance with the Proposal attached hereto as Exhibit "A." Consultant shall be compensated a flat rate, lump sum fee in the amount of $49,925.00. 3.2. Consultant shall deliver an invoice to Village no more often than once per month detailing Services completed and the amount due to Consultant under this Agreement. Fees shall be paid in arrears each month, pursuant to Consultant's invoice, which shall be based upon the percentage of work completed for each task invoiced. The Village shall pay the Consultant in accordance with the Florida Prompt Payment Act after approval and acceptance of the Services by the Village Manager. 3.3. Contractor's invoices must contain the following information for prompt payment: 3.3.1. Name and address of the Consultant; 3.3.2. Purchase Order number; 3.3.3. Contract number; 3.3.4. Date of invoice; 3.3.5. Invoice number (invoice numbers cannot be repeated. Repeated invoice numbers will be rejected); 3.3.6. Name and type of Services; 3.3.7. Timeframe covered by the invoice; and 3.3.8. Total value of invoice. Failure to include the above information will result in the delay of payment or rejection of the invoice. All invoices must be submitted electronically to payables(aa,keybiscayne.fl.gov. 4. Subconsu'tants. 4.1. The Consultant shall be responsible for all payments to any subconsultants and shall maintain responsibility for all work related to the Services. 4.2. Consultant may only utilize the services of a particular subconsultant with the prior written approval of the Village Manager, which approval may be granted or withheld in the Village Manager's sole and absolute discretion. Contract No. Page 2 of 10 DocuSign Envelope ID: 69162585-C2B1-48B4-8171-CA56ECEDD766 5. Village's Responsibilities. 5.1. Village shall make available any maps, plans, existing studies, reports, staff and representatives, and other data pertinent to the Services and in possession of the Village, and provide criteria requested by Consultant to assist Consultant in performing the Services. 5.2. Upon Consultant's request, Village shall reasonably cooperate in arranging access to public information that may be required for Consultant to perform the Services. 6. Consultant's Responsibilities; Representations and Warranties. 6.1. The Consultant shall exercise the same degree of care, skill and diligence in the performance of the Services as is ordinarily provided by a consultant under similar circumstances. If at any time during the term of this Agreement or within two (2) years from the completion of this Agreement, it is determined that the Consultant's Deliverables or Services are incorrect, not properly rendered, defective, or fail to conform to Village requests, the Consultant shall at Consultant's sole expense, immediately correct its Deliverables or Services. 6.2. The Consultant hereby warrants and represents that at all times during the term of this Agreement it shall maintain in good standing all required licenses, certifications and permits required under Federal, State and local laws applicable to and necessary to perform the Services for Village as an independent contractor of the Village. Consultant further warrants and represents that it has the required knowledge, expertise, and experience to perform the Services and carry out its obligations under this Agreement in a professional and first class manner. 6.3. The Consultant represents that is an entity validly existing and in good standing under the laws of Florida. The execution, delivery and performance of this Agreement by Consultant have been duly authorized, and this Agreement is binding on Consultant and enforceable against Consultant in accordance with its terms. No consent of any other person or entity to such execution, delivery and performance is required. 7. Conflict of Interest. 7.1. To avoid any conflict of interest or any appearance thereof, Consultant shall not, for the term of this Agreement, provide any consulting services to any private sector entities (developers, corporations, real estate investors, etc.), with any current, or foreseeable, adversarial issues in the Village. 8. Termination. 8.1. The Village Manager, without cause, may terminate this Agreement upon five (5) calendar days' written notice to the Consultant, or immediately with cause. 8.2. Upon receipt of the Village's written notice of termination, Consultant shall immediately stop work on the project unless directed otherwise by the Village Manager. Contract No. Page 3 of 10 DocuSign Envelope ID: 69162585-C2B1-4884-B171-CA56ECEDD766 8.3. In the event of termination by the Village, the Consultant shall be paid for all work accepted by the Village Manager up to the date of termination, provided that the Consultant has first complied with the provisions of Paragraph 8.4. 8.4. The Consultant shall transfer all books, records, reports, working drafts, documents, maps, and data pertaining to the Services and the project to the Village, in a hard copy and electronic format within fourteen (14) days from the date of the written notice of termination or the date of expiration of this Agreement. 9. Insurance. 9.1. Consultant shall secure and maintain throughout the duration of this agreement insurance of such types and in such amounts not less than those specified below as satisfactory to Village, naming the Village as an Additional Insured, underwritten by a firm rated A -X or better by A.M. Best and qualified to do business in the State of Florida. The insurance coverage shall be primary insurance with respect to the Village, its officials, employees, agents, and volunteers naming the Village as additional insured. Any insurance maintained by the Village shall be in excess of the Consultant's insurance and shall not contribute to the Consultant's insurance. The insurance coverages shall include at a minimum the amounts set forth in this section and may be increased by the Village as it deems necessary or prudent. 9.1.1. Commercial General Liability coverage with limits of liability of not less than a $1,000,000 per Occurrence combined single limit for Bodily Injury and Property Damage. This Liability Insurance shall also include Completed Operations and Product Liability coverages and eliminate the exclusion with respect to property under the care, custody and control of Consultant. The General Aggregate Liability limit and the Products/Completed Operations Liability Aggregate limit shall be in the amount of $2,000,000 each. 9.1.2. Workers Compensation and Employer's Liability insurance, to apply for all employees for statutory limits as required by applicable State and Federal laws. The policy(ies) must include Employer's Liability with minimum limits of $1,000,000.00 each accident. No employee, subcontractor or agent of the Consultant shall be allowed to provide Services pursuant to this Agreement who is not covered by Worker's Compensation insurance. 9.1.3. Business Automobile Liability with minimum limits of $1,000,000 per occurrence, combined single limit for Bodily Injury and Property Damage. Coverage must be afforded on a form no more restrictive than the latest edition of the Business Automobile Liability policy, without restrictive endorsements, as filed by the Insurance Service Office, and must include Owned, Hired, and Non -Owned Vehicles. 9.1.4. Professional Liability Insurance in an amount of not less than One Million Dollars ($1,000,000.00) per occurrence, single limit. 9.2. Certificate of Insurance. Certificates of Insurance shall be provided to the Village, reflecting the Village as an Additional Insured (except with respect to Professional Contract No. Page 4 of 10 DocuSign Envelope ID: 69162585-C2B1-4B34-8171-CA56ECEDD766 Liability Insurance and Worker's Compensation Insurance), no later than ten (10) days after award of this Agreement and prior to the execution of this Agreement by Village and prior to commencing Services. Each certificate shall include no less than (30) thirty -day advance written notice to Village prior to cancellation, termination, or material alteration of said policies or insurance. The Consultant shall be responsible for assuring that the insurance certificates required by this Section remain in full force and effect for the duration of this Agreement, including any extensions or renewals that may be granted by the Village. The Certificates of Insurance shall not only name the types of policy(ies) provided, but also shall refer specifically to this Agreement and shall state that such insurance is as required by this Agreement. The Village reserves the right to inspect and return a certified copy of such policies, upon written request by the Village. If a policy is due to expire prior to the completion of the Services, renewal Certificates of Insurance shall be furnished thirty (30) calendar days prior to the date of their policy expiration. Each policy certificate shall be endorsed with a provision that not less than thirty (30) calendar days' written notice shall be provided to the Village before any policy or coverage is cancelled or restricted. Acceptance of the Certificate(s) is subject to approval of the Village. 9.3. Additional Insured. Except with respect to Professional Liability Insurance and Worker's Compensation Insurance, the Village is to be specifically included as an Additional Insured for the liability of the Village resulting from Services performed by or on behalf of the Consultant in performance of this Agreement. The Consultant's insurance, including that applicable to the Village as an Additional Insured, shall apply on a primary basis and any other insurance maintained by the Village shall be in excess of and shall not contribute to the Consultant's insurance. The Consultant's insurance shall contain a severability of interest provision providing that, except with respect to the total limits of liability, the insurance shall apply to each Insured or Additional Insured (for applicable policies) in the same manner as if separate policies had been issued to each. 9.4. Deductibles. All deductibles or self -insured retentions must be declared to and be reasonably approved by the Village. The Consultant shall be responsible for the payment of any deductible or self -insured retentions in the event of any claim. 9.5. The provisions of this section shall survive termination of this Agreement. 10. Nondiscrimination. During the term of this Agreement, Consultant shall not discriminate against any of its employees or applicants for employment because of their race, color, religion, sex, or national origin, and will abide by all Federal and State laws regarding nondiscrimination. 11. Attorneys Fees and Waiver of Jury Trial. 11.1. In the event of any litigation arising out of this Agreement, the prevailing party shall be entitled to recover its attorneys' fees and costs, including the fees and expenses of any paralegals, law clerks and legal assistants, and including fees and expenses charged for representation at both the trial and appellate levels. Contract No. Page 5 of 10 DocuSign Envelope ID: 69162585-C2B1-4BB4-8171-CA56ECEDD766 11.2. IN THE EVENT OF ANY LITIGATION ARISING OUT OF THIS AGREEMENT, EACH PARTY HEREBY KNOWINGLY, IRREVOCABLY, VOLUNTARILY AND INTENTIONALLY WAIVES ITS RIGHT TO TRIAL BY JURY. 12. Indemnification. 12.1. Consultant shall indemnify and hold harmless the Village, its officers, agents and employees, from and against any and all demands, claims, losses, suits, liabilities, causes of action, judgment or damages, arising from Consultant's performance or non- performance of any provision of this Agreement, including, but not limited to, liabilities arising from contracts between the Consultant and third parties made pursuant to this Agreement. Consultant shall reimburse the Village for all its expenses including reasonable attorneys' fees and costs incurred in and about the defense of any such claim or investigation and for any judgment or damages arising from Consultant's performance or non-performance of this Agreement. 12.2. Nothing herein is intended to serve as a waiver of sovereign immunity by the Village nor shall anything included herein be construed as consent to be sued by third parties in any matter arising out of this Agreement or any other contract. The Village is subject to section 768.28, Florida Statutes, as may be amended from time to time. 12.3. The provisions of this section shall survive termination of this Agreement. 13. Notices/Authorized Representatives. Any notices required by this Agreement shall be in writing and shall be deemed to have been properly given if transmitted by hand -delivery, by registered or certified mail with postage prepaid return receipt requested, or by a private postal service, addressed to the parties (or their successors) at the addresses listed on the signature page of this Agreement or such other address as the party may have designated by proper notice. 14. Governing Law and Venue. This Agreement shall be construed in accordance with and governed by the laws of the State of Florida. Venue for any proceedings arising out of this Agreement shall be proper exclusively in Miami -Dade County, Florida. 15. Entire Agreement/Modification/Amendment. 15.1. This writing contains the entire Agreement of the parties and supersedes any prior oral or written representations. No representations were made or relied upon by either party, other than those that are expressly set forth herein. 15.2. No agent, employee, or other representative of either party is empowered to modify or amend the terms of this Agreement, unless executed with the same formality as this document. Contract No. Page 6 of 10 DocuSign Envelope ID: 69162585-C2B1-48B4-B171-CA56ECEDD766 16. Ownership and Access to Records and Audits. 16.1. Consultant acknowledges that all inventions, innovations, improvements, developments, methods, designs, analyses, drawings, reports, compiled information, and all similar or related information (whether patentable or not) which relate to Services to the Village which are conceived, developed or made by Consultant during the term of this Agreement ("Work Product") belong to the Village. Consultant shall promptly disclose such Work Product to the Village and perform all actions reasonably requested by the Village (whether during or after the term of this Agreement) to establish and confirm such ownership (including, without limitation, assignments, powers of attorney and other instruments). 16.2. Consultant agrees to keep and maintain public records in Consultant's possession or control in connection with Consultant's performance under this Agreement. The Village Manager or her designee shall, during the term of this Agreement and for a period of three (3) years from the date of termination of this Agreement, have access to and the right to examine and audit any records of the Consultant involving transactions related to this Agreement. Consultant additionally agrees to comply specifically with the provisions of Section 119.0701, Florida Statutes. Consultant shall ensure that public records that are exempt or confidential and exempt from public records disclosure requirements are not disclosed, except as authorized by law, for the duration of the Agreement, and following completion of the Agreement until the records are transferred to the Village. 16.3. Upon request from the Village's custodian of public records, Consultant shall provide the Village with a copy of the requested records or allow the records to be inspected or copied within a reasonable time at a cost that does not exceed the cost provided by Chapter 119, Florida Statutes, or as otherwise provided by law. 16.4. Unless otherwise provided by law, any and all records, including but not limited to reports, surveys, and other data and documents provided or created in connection with this Agreement are and shall remain the property of the Village. 16.5. Upon completion of this Agreement or in the event of termination by either party, any and all public records relating to the Agreement in the possession of the Consultant shall be delivered by the Consultant to the Village Manager, at no cost to the Village, within seven (7) days. All such records stored electronically by Consultant shall be delivered to the Village in a format that is compatible with the Village's information technology systems. Once the public records have been delivered upon completion or termination of this Agreement, the Consultant shall destroy any and all duplicate public records that are exempt or confidential and exempt from public records disclosure requirements. 16.6. Any compensation due to Consultant shall be withheld until all records are received as provided herein. 16.7. Consultant's failure or refusal to comply with the provisions of this section shall result in the immediate termination of this Agreement by the Village. Contract No. Page 7 of 10 DocuSign Envelope ID: 69162585-C2B1-4BB4-8171-CA56ECEDD766 16.8. Notice Pursuant to Section 119.0701(2)(a), Florida Statutes. IF THE CONSULTANT HAS QUESTIONS REGARDING THE APPLICATION OF CHAPTER 119, FLORIDA STATUTES, TO THE CONSULTANT'S DUTY TO PROVIDE PUBLIC RECORDS RELATING TO THIS AGREEEMENT, CONTACT THE CUSTODIAN OF PUBLIC RECORDS. Custodian of Records: Jocelyn B. Koch Mailing address: Telephone number: Email: 88 West McIntyre Street Key Biscayne, FL 33149 305-365-5506 jkoch(a kevbiscavne.fl.2ov 17. Nonassianability. This Agreement shall not be assignable by Consultant unless such assignment is first approved by the Village Manager. The Village is relying upon the apparent qualifications and expertise of the Consultant, and such firm's familiarity with the Village's area, circumstances and desires. 18. Severabilitv. If any term or provision of this Agreement shall to any extent be held invalid or unenforceable, the remainder of this Agreement shall not be affected thereby, and each remaining term and provision of this Agreement shall be valid and be enforceable to the fullest extent permitted by law. 19. Independent Contractor. The Consultant and its employees, volunteers and agents shall be and remain an independent contractor and not an agent or employee of the Village with respect to all of the acts and services performed by and under the terms of this Agreement. This Agreement shall not in any way be construed to create a partnership, association or any other kind of joint undertaking, enterprise or venture between the parties. 20. Compliance with Laws. The Consultant shall comply with all applicable laws, ordinances, rules, regulations, and lawful orders of public authorities in carrying out Services under this Agreement, and in particular shall obtain all required permits from all jurisdictional agencies to perform the Services under this Agreement at its own expense. 21. Waiver. The failure of either party to this Agreement to object to or to take affirmative action with respect to any conduct of the other which is in violation of the terms of this Agreement shall not be construed as a waiver of the violation or breach, or of any future violation, breach or wrongful conduct. 22. Survival of Provisions. Any terms or conditions of either this Agreement that require acts beyond the date of the term of the Agreement, shall survive termination of the Agreement, shall remain in full force and effect unless and until the terms or conditions are completed and shall be fully enforceable by either party. Contract No. Page 8 of 10 DocuSign Envelope ID: 69162585-C2B1-4664-8171-CA56ECEDD766 23. Prohibition of Contin2encv Fees. The Consultant warrants that it has not employed or retained any company or person, other than a bona fide employee working solely for the Consultant, to solicit or secure this Agreement, and that it has not paid or agreed to pay any person(s), company, corporation, individual or firm, other than a bona fide employee working solely for the Consultant, any fee, commission, percentage, gift, or any other consideration, contingent upon or resulting from the award or making of this Agreement. 24. Public Entity Crimes Affidavit. Consultant shall comply with Section 287.133, Florida Statutes (Public Entity Crimes Statute), notification of which is hereby incorporated herein by reference, including execution of any required affidavit. 25. Counterparts. This Agreement may be executed in several counterparts, each of which shall be deemed an original and such counterparts shall constitute one and the same instrument. 26. Conflicts. In the event of a conflict between the terms of this Agreement and any exhibits or attachments hereto, the terms of this Agreement shall control. 27. E-Verifv Affidavit. In accordance with Section 448.095, Florida Statutes, the Village requires all contractors doing business with the Village to register with and use the E -Verify system to verify the work authorization status of all newly hired employees. The Village will not enter into a contract unless each party to the contract registers with and uses the E -Verify system. The contracting entity must provide of its proof of enrollment in E -Verify. For instructions on how to provide proof of the contracting entity's participation/enrollment in E -Verify, please visit: https://www.e-verify.gov/faq/how-do-i-provide-proof-of-my-participationenrollment- in-e-verify. By entering into this Agreement, the Contractor acknowledges that it has read Section 448.095, Florida Statutes; will comply with the E -Verify requirements imposed by Section 448.095, Florida Statutes, including but not limited to obtaining E -Verify affidavits from subcontractors; and has executed the required affidavit attached hereto and incorporated herein. [Remainder of page intentionally left blank. Signature pages follow.] Contract No. Page 9 of 10 DocuSign Envelope ID: 69162585-C2B1-4884-B171-CA56ECEDD766 IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed the day and year as first stated above. VILLAGE OF KEY BISCAYNE CONSULTANT DocuSlgned by: shAgm, C a is setn, By. crw'8oco78/N42D Steven C. Williamson Village Manager C DocuSigned by Attest: Jocelyn . Koch Village Clerk Approved as to form and legal sufficiency: (---DocuslRled by. By: rn4n`rocCinicr Weiss Serota Helfman Cole & Bierman, P.L. Village Attorney Addresses for Notice: Village of Key Biscayne Attn: Village Manager 88 West McIntyre Street Key Biscayne, FL 33149 305-365-5514 (telephone) 305-365-8936 (facsimile) (telephone) swilliamson@keybiscayne.fl.gov(email) twiPr7nrek(rpcm uc (facsimile) (email) With a copy to: Weiss Serota Helfman Cole & Bierman, P.L. %%'ith a copy to: Attn: Chad Friedman, Esq. Village of Key Biscayne Attorney 2525 Ponce de Leon Boulevard, Suite 700 Coral Gables, FL 33134 cfriedman@wsh-law.com (email) (telephone) (facsimile) (email) Director By: Name: Title: Enti : CENTER FOR PUBLIC SAFETY MENT, LLC Volvos O)tu/yr CI7Arr413r7E4rA.. Thomas wieczorek Addressfif'oKIV3tiieet NW Suite 702 Washington, DC 20001 616-813-3782 Contract No. Page 10 of 10 DocuSign Envelope ID: 69162585-C261-4BB4-B171-CA56ECEDD766 E -VERIFY AFFIDAVIT In accordance with Section 448.095, Florida Statutes, the Village requires all contractors doing business with the Village to register with and use the E -Verify system to verify the work authorization status of all newly hired employees. The Village will not enter into a contract unless each party to the contract registers with and uses the E -Verify system. The contracting entity must provide of its proof of enrollment in E -Verify. For instructions on how to provide proof of the contracting entity's participation/enrollment in E -Verify, please visit: https://www.e-verify.gov/faq/how-do-i-provide-proof-of-my-participationenrol lment-in-e- verify By signing below, the contracting entity acknowledges that it has read Section 448.095, Florida Statutes and will comply with the E -Verify requirements imposed by it, including but not limited to obtaining E -Verify affidavits from subcontractors. ❑ Check here to confirm proof of enrollment in E -Verify has been attached to this Affidavit. In the presence of: Signed, sealed and delivered by: Witness #1 Print Name: Print Name: Title: Witness #2 Print Name: Entity Name: ACKNOWLEDGMENT State of Florida County of The foregoing instrument was acknowledged before me by means of ❑ physical presence or ❑ online notarization, this day of , 20 , by (name of person) as (type of authority) for (name of party on behalf of whom instrument is executed). Notary Public (Print, Stamp, or Type as Commissioned) Personally known to me; or Produced identification (Type of Identification: Did take an oath; or Did not take an oath } Contract No. E -Verify Affidavit DocuSign Envelope ID: 69162585-C2B1-4BB4-B171-CA56ECEDD766 EXHIBIT A SCOPE OF SERVICES Contract No. Exhibit A: Scope of Services DocuSign Envelope ID: 69162585-C2B1-4BB4-B171-CA56ECEDD766 1 Proposal for Work Assessment — Fire Rescue Department, Request for Proposal No. 2022-06 Village of Key Biscayne, Florida June 17, 2022 CPSM CENTER FOR PUBLIC SAFETY MANAGEMENT, LLC 475 K STREET NW STE 702 • WASHINGTON, DC 20001 WWW.CPSM.US • 616-813-3782 ICMA Exclusive Provider of Public Safety Technical Services for International City/County Management Association DocuSign Envelope ID: 69162585-C2B1-4BB4-B171-CA56ECEDD766 Contents A. Letter of Intent 1 B. Proposal Narrative 1 B.1. CPSM History 1 B.2. Understanding of Village's Goals 1 C. Proposer's Qualifications 2 C.1. Qualifications Questionnaire 2 C.2. Relevant Business Licenses 2 C.3. Why CPSM is Best Firm Qualified to Perform the Required Analysis for the Village 3 C.4. Sample Final Work Product/Report/ 3 D. Personnel Qualifications 4 D.1. Key Staff 4 D.2. Proposed Subcontractors 4 D.3. Project Team Organizational Chart 4 D.4. Project Manager 5 D.S. Key Personnel Resumes 5 D.5.1. Director, Center for Public Safety Management, LLC —Thomas Wieczorek 8 D.5.2. Chief Joseph Pozzo (Ret.), MPA, CFOD, SHRM-SCP — Project Manager 9 D.5.3. Fire and EMS Operations Assessment Team 10 D.5.4. Data Assessment Team 12 D.6. References for Project Manager 12 E. Technical Approach and Understanding 13 E.1. Methodology and Approach 13 E.2. Proposed Work Plan/Timeline 14 E.3. List of Items and Staff Time Village Expected to Provide 16 F. Insurance 17 G. Litigation Statement 18 H. Warranty 19 Required Forms 20 J. Cost Proposal 21 CPSM' 11 DocuSign Envelope ID: 69162585-C2B1-4B84B171-CA56ECEDD766 Figures Figure 1. CPSM's Principals offer significant experience in similar studies. 1 Figure 2. CPSM Business License 2 Figure 3. Project Organizational Chart 5 Figure 4. Sample Certificate of Insurance 17 Tables Table 1. Key Personnel Summary 6 Table 2. Project Manager References 12 Table 3. Study Time Frame 15 Center for Public Safety Management, LLC DocuSign Envelope ID: 69162585-C2B1-4BB4-8171-CA56ECEDD766 A. Letter of Intent Center for Public Safety Management, LLC April 8, 2022 Village of Key Biscayne ATTN: Procurement Division 88 West McIntyre Street, Suite 210 Key Biscayne, Florida 33149 Submitted via https://keybiscayne.bonfirehub.com/portal Proposal to Village of Key Biscayne RFP No. 2022-06; Workforce Assessment — Fire Rescue Department The Center for Public Safety Management, LLC (CPSM), the exclusive provider of public safety technical assistance for the International City/County Management Association (ICMA), is pleased to submit this proposal to the Village of Key Biscayne for a Workforce Assessment of its Fire Rescue Department in response to Request for Proposal (RFP) No. 2022-06. CPSM Background Founded in 2007 as part of ICMA, CPSM specializes in providing technical assistance to municipalities and other government entities for independent, comprehensive assessments of their public safety agencies. We assess police, fire, rescue, and EMS agencies to evaluate and analyze their organization and operations and use the results of our data analysis and operational assessment to develop practical recommendations for improving effectiveness and efficiencies as well as to address future needs. Operating as an independent company since 2014, CPSM is the exclusive provider of public safety technical assistance for ICMA. CPSM provides training and research for the ICMA's members and represents the association in its dealings with the federal government and other public safety professional associations such as CALEA, PERF, IACP, IFCA, IPMA-HR, DOJ, BJA, COPS, NFPA, and others. CPSM routinely performs comprehensive evaluation and analysis of fire, rescue, EMS, and police using our unique methodology and industry subject matter expertise. Depending on our client's specific needs we may examine such aspects as department organizational structure and culture, identify workload and staffing needs, and align department operations with industry best practices. We have conducted more than 400 such studies in 46 states and provinces and 310 communities ranging in population from 8,000 (Boone, Iowa) to 800,000 (Indianapolis, Indiana). Our services are designed to assist our clients in achieving more efficient and effective public safety service delivery that is grounded in data and best practices, as well as to assist in strategic planning. The CPSM Approach CPSM offers a unique and more comprehensive approach than ordinary accreditation or competitor studies. In general, our analysis involves the following major tasks: Center for Public Safety Management, LLC 1 DocuSign Envelope ID: 69162585-C2B1-4B84-B171-CA56ECEDD766 • Conducting a data -driven forensic analysis to identify actual workload, response times, and resiliency. This data feeds into the GIS demand mapping and travel time mapping from fire stations which is essential when identifying gaps in fire station coverage and locations; • Identifying and recommending appropriate staffing and deployment levels for every discrete departmental operational and support function; • Performing a gap analysis, comparing the "as -is" state of the department to industry best practices and standards; • Measure the fire and rescue department's ability to respond to the community risk and demand for service, assemble an effective response force for various fire responses, provide goals and alternatives for effective service delivery. • Recommending a management framework to ensure accountability, increased efficiency, and improved performance. From the day of project launch, we will seek to provide ongoing recommendations and information that will be used to create the budget for the village. Beginning the gap analysis, looking at alternative service delivery models, and possible short term deployment methodologies will be refined using data. The final report will utilize that data to drill down and identify additional recommendations that may look at longer implementation. Gap Analysis Process Current Future State State Improve This proposal is specifically designed to provide the Village of Key Biscayne with a comprehensive Workforce Assessment of its Fire Rescue Department. CPSM offers the Village a unique approach developed by combining the expertise of our fire, rescue, and EMS subject matter experts with our experience performing hundreds of similar assessments for municipalities nationwide. Our project team has been selected specifically for the Workforce Assessment project and offers hundreds of years of practical experience managing fire and EMS departments; a record of research, academic, teaching and training, and professional publications; and extensive consulting experience completing hundreds of similar studies nationwide. Our team comprises true industry subject matter experts, not merely research assistants, interns, or generic management consultants. Therefore, our fire CPSM' 2 DocuSign Envelope ID: 69162585-C2B1-4BB4-8171-CA56ECEDD766 department studies reflect lessons learned from the hands-on fire, rescue, and EMS department experience of our leading industry experts. My colleagues at CPSM and I greatly appreciate this opportunity and would be pleased to address any comments you may have. You may contact me at 616.813.3782 or via email at twieczorek@cpsm.us. Sincerely, Thomas Wieczorek Director Center for Public Safety Management, LLC DocuSign Envelope ID: 69162585-C2B1-4BB4-B171-CA56ECEDD766 B. Proposal Narrative B.1. CPSM History CPSM is a nationally recognized expert in fire protection and EMS service organization analysis and planning. We routinely analyze deployment of resources including station location, size, etc. against existing and future needs. We specialize in this work and have completed hundreds of such analyses for municipal clients nationwide and in Canada. We are able to offer our clients the kind of insight and creative options available from the broad scope of our experience. As a result of our studies, we have provided our clients with hundreds of strategic planning recommendations for enhanced service delivery and efficiencies and cost avoidance. CPSM's business is exclusively focused on working with municipal governments and agencies responsible for the administration and/or operation of fire, EMS, or police services. The firm was started as part of the International City/County Management Association (ICMA), a non-profit organization founded in 1914 and dedicated to assisting local governments and their managers in providing services to its citizens in an efficient and effective manner. ICMA launched the Center for Public Safety in 2007 to provide support to local governments in the areas of fire, EMS, and police services. In 2014, as part of a restructuring at ICMA, CPSM was spun off as a separate company and is now the exclusive provider of public safety technical assistance for ICMA. CPSM maintains the same team of individuals performing the same level of service as when it was a component of ICMA. The firm's principals are shown in Figure 1. All three principals have been with CPSM since its inception. CPSM's staff includes a team of 30 fire, rescue, and EMS subject matter experts, police subject matter experts, and data analysts. CPSM is headquartered in Washington, DC, with a quantitative analysis group based in West Orange, New Jersey, and subject matter experts throughout the U.S. •Expert in fire, rescue, and EMS operations *Served as a police officer, fire chief, director of public safety and city manager and is former Executive Director of the Center for Public Safety Excellence (formerly the Commission on Fire Accreditation International, Inc.) •Managed hundreds of studies similar to those required by the Village of Key Biscayne Managing Partner e .,a._c.Matarese •Specialist in public sector administration with particular expertise in public safety issues • 44 years' experience as a law enforcement officer, police chief, public safety director, city manager and major city Human Resources Commissioner • Managed several hundred studies of emergency services agencies Figure 1. CPSM's Principals offer significant experience in similar studies. Managing Partner s.av Chelst, PhD •Leads the company's quantitative analysis unit •Supported by data analysts specializing in the analysis of public safety data •Managed and performed provided data analysis for hundreds of similar municipal police, fire, and EMS studies B.2. Understanding of Village's Goals The Village of Key Biscayne is seeking a consultant to complete an in-depth analysis of its Fire Rescue Department's current structure, staffing, and operations, and to recommend an organizational structure with defined roles, skills, and responsibilities within 90 days of notice to proceed. 1 p . 1 .. ;- c. {ety Management, LLC. DocuSign Envelope ID: 69162585-C2B1-4BB4-B171-CA56ECEDD766 C. Proposer's Qualifications C.1. Qualifications Questionnaire CPSM has uploaded a completed copy of the Qualifications Questionnaire to the Procurement Portal. A copy of CPSM's certification to transact business in the State of Florida is provided in Figure 2. State of Florida Department of State I certify from the records of this office that CENTER FOR PUBLIC SAFETY MANAGEMENT, LLC is a District of Columbia limited liability company authorized to transact business in the State of Florida, qualified on June 19, 2014. The document number of this limited liability company is M14000004367. I further certify that said limited liability company has paid all fees due this office through December 31, 2022, that its most recent annual report was tiled on February 15, 2022, and that its status is active. I further certify that said limited liability company has not filed a Certificate of Withdrawal. Given under my hand and the Great Seal of the State of Florida al Tallahassee, the Capital, this the T'i entr foartlr day of March, 2022 Secretary of State Tracking Number: 1001990039CCr To authenticate this certlfcate,slstt the following site,eater this number, and then follow the Instructions displayed. https:/tservices,sunbkzorg/F tangs/CertiticateOfStamsJCertltkateAuthentkatbo Figure 2. CPSM Business License DocuSign Envelope ID: 69162585-C2B1-4BB4-B171-CA56ECEDD766 C.3. Why CPSM is Best Firm Qualified to Perform the Required Analysis for the Village CPSM has been performing fire and EMS operational and administrative analyses for towns, cities, and counties —large, medium, and small —for more than 14 years. CPSM has a record of completing its projects on time, within the established budget, and in compliance with contractual requirements. Many of our clients are repeat clients, coming back to us for additional studies or to update previously performed studies. CPSM offers the Village of Key Biscayne unparalleled experience in performing fire department workforce assessments using highly capable and experienced fire and rescue services and data analysis subject matter experts with a track record of competently and efficiently performing similar projects for municipal clients. Each of our fire and rescue services subject matter experts are current and former fire and rescue chief officers who have years of experience working in the local government setting and with municipal leadership and elected officials. Our staff themselves have prior experience serving as practitioners, line officers, and middle managers and bring knowledge and expertise gained not only from their roles in fire service but also from conducting studies of a wide range of fire departments nationwide. With this breadth of experience, we are able to provide our clients with innovative short- and long-term recommendations customized for their specific needs and circumstances. C.4. Sample Final Work Product/Report/ As evidence of the nature and quality of our work products, we are including electronic copies of the following project reports with our proposal submittal. ■ Fire Staffing and Deployment Analysis Exeter, New Hampshire, Final Report, December 2020 • Fire Department Analysis Report, El Mirage, Arizona, Final Report, February 2022 CPSM 3 DocuSign Envelope ID: 69162585-C2B1-4BB4-8171-CA56ECEDD766 D. Personnel Qualifications 0.1. Key Staff Our completed Key Staff Questionnaire has been submitted through the Procurement Portal. Additional information on our key staff relevant qualifications and experience is provided in Section D.5 of this proposal. D.2. Proposed Subcontractors CPSM performs all work using in-house resources and does not subcontract any portion of the work scope. The firm has adequate in-house subject matter experts to perform multiple, concurrent public safety studies at any time. We have uploaded the completed Proposed Subcontractors Questionnaire through the Procurement Portal. D.3. Project Team Organizational Chart CPSM offers the Village of Key Biscayne a project team comprising highly capable and experienced fire and rescue services and data analysis subject matter experts with a track record of competently and efficiently performing similar projects for municipal clients. Each of our Fire and Rescue Services operational subject matter experts are current and former fire, rescue, and EMS chief officers who have years of experience working in the local government setting. This experience includes working with municipal leadership and elected officials. Our subject matter experts themselves have prior experience serving as practitioners, line officers, and middle managers. Their expertise has been applied to similar projects that CPSM has performed for its clients. CPSM's proposed project professionals will be available to support the project as needed through completion. CPSM's subject matter experts have a long history with the firm, which means staff turnover is not a significant concern. Based on our experience, a dedicated, consistent project team works more efficiently and effectively, ensuring both continuity of project knowledge and budget management. Because we have a stable workforce, our project team members have a history of collaborating on similar projects. The organizational chart for the project is provided in Figure 3, which shows our management team. 4 E '" cHfety Management, LLC DocuSign Envelope ID: 69162585-C2B1-4BB4-B171-CA56ECEDD766 CPSM Director Thomas Wieczorek Project Manager Chief Joe Pozzo, MPA, CFOD, SHRM-SCP Fire and Rescue Services Subject Matter Experts Figure 3. Project Organizational Chart Data Analysis Lead Dov Chelst, PhD Data Analysts For this project, CPSM has assembled a premier team of experts with hands-on experience and knowledge directly relevant to performing the required Fire Rescue Department Workforce Assessment. Chief Joseph Pozzo will be the project manager for this contract. He will lead our project team of Fire and Rescue and Data Analysis subject matter experts in performing the required scope of services in accordance with the contract, CPSM's quality standards, and the established project budget and schedule. As project manager, Chief Pozzo will serve as a principal point of contact with the Villages's project team. He will ensure that CPSM performs the required study with the same exceptional quality and service for which CPSM is recognized. After contract award, at the project kickoff meeting, our project manager will solicit input on our proposed approach and schedule and document the mutually agreed upon final plan that CPSM will follow to complete the project. Chief Pozzo is a Senior Manager for Fire and EMS for CPSM and reports directly to CPSM's Director, Thomas Wieczorek. Chief Pozzo has completed more than 50 similar studies while with CPSM. He has had a 40 -year career in public service that includes serving as the Director of Public Protection for Volusia County, Florida. D.S. Key Personnel Resume, A summary of our key personnel's qualifications, experience, and project roles is provided in Table 1. Resumes/bios for each of our key personnel are provided in Section D.S. DocuSign Envelope ID: 69162585-C2B1-4B64B171-CA56ECEDD766 Table 1. Key Personnel Summary Thomas Wieczorek Director, Center for Public Safety Management, LLC Chief Joseph Pozzo (Ret), MPA, CFOD, SHRM-SCP Senior Manager for Fire/EMS • Current representative of ICMA on the NFPA 1710 Career Committee • 2000 ICMA Award for Excellence • 1999 City Manager of the Year, 2003 Person of the Year for Rural Water Association of Michigan • 2005 Distinguished Service Award — Michigan Municipal League • 40 -year career in public service • Master of Public Administration degree from Troy University, BA in Public Administration from Saint Leo University and several associate degrees including an AAS in Fire Science and Protective Services • Chief Fire Officer Designation from the Center for Public Safety Excellence Fire / EMS Operations Chief Rondall L. Early, MPA, EFO, NREMT-P Associate Senior Certified Professional, Society of Human Resource Management Team • Former police officer, fire chief, director of public safety, and city manager • As city manager, was lead negotiator for ambulance service contracts serving City and surrounding Townships and represented City on a regional rural hospital board. • Former Executive Director of the Center for Public Safety Excellence. Taught Public Safety programs at multiple colleges and organizations • Former officer for Michigan Local Government Manager's Association and Commission of Fire Officer Designation • Served on Honolulu Accreditation Review Team for Center for Public Safety Excellence, Commission on Fire Accreditation International. • As CPSM's Senior Manager for Fire and EMS has completed more than 50 similar studies • Former Director of Public Protection for Volusia County, Florida where he provided executive leadership to 900 - employee Fire, EMS, Emergency Management, Corrections, Animal Control, and Beach Safety divisions • Former Fire Chief Volusia County, FL, Loudoun County, VA, Portsmouth, VA • More than 30 years of fire and EMS experience as a practitioner, middle manager, and Chief officer in the planning, organizing, delivering, and administration of fire and EMS department operations. • Master's in public administration from Troy University • Since 2008, has commanded the Wake Forest Fire Department, a combination fire department that provides fire suppression, basic life support emergency medical services first response, hazardous material response, fire prevention, and fire and emergency medical services training programs. • Served the Portsmouth, VA Fire and EMS Department for 20 years where he rose through the ranks Corporate Oversight Project Manager Fire and EMS Subject Matter Expert 6 Center for Public Safety Management, LLC DocuSign Envelope ID: 69162585-C2B1-4B64B171-CA56ECEDD766 Mark I Piland, MPH, EFO Associate Deputy Chief James L. Mauney, (Ret.) Associate • 2011 graduate of the National Fire Academy's Executive Fire Officer Program • Certification of Nationally Registered Emergency Medical Technician -Paramedic • Rank of 2nd Lieutenant with the North Carolina Civil Air Patrol in charge of Emergency Services • More than 35 years in Fire - Rescue service • Experience in the Fire Administration, Fire Prevention, Fire Operations, Emergency Management and CERT, Training, Special Operations, Fire Accreditation, emergency response with local, state, and federal governments, and executive level management, and budget • MPH from Eastern Virginia Medical School, and a bachelor's degree in psychology from Old Dominion University • Graduate of the National Fire Academy's Executive Fire Officer Program, The Executive Leaders Program at the Post Naval Graduate School, Center for Homeland Defense, and Senior Executives in State and Local Government from The Kennedy School at Harvard • 30 -year career in public safety • Completed coursework at the National Emergency Training Center in Emmitsburg, MD, and holds numerous technical and instructor certifications in fire, emergency medical services, law enforcement, emergency management, incident command, Homeland Security, and firearms. from firefighter to Battalion Chief, working in all areas of this department to include engine and ladder companies, EMS transport, and training. • Final assignment in Portsmouth prior to leaving for Wake Forest was as the Division Chief for Emergency Medical Services, where he oversaw EMS transport operations, EMS billing, training, and administration. • Fire Chief and Emergency Management Coordinator for the City of Frisco, Texas • Previously, served as Fire Chief for Volusia County Fire Services in Volusia County, FL and as Shift Commander in Operations for the Virginia Beach Fire Department in Virginia Beach, VA • Served as a Principal Member on NFPATechnical Committee 1981 Standard on Open Circuit Self Contained Breathing Apparatus for seven years • Served with FEMA as a Task Force Leader with Virginia Task Force 2 (VATF-2) a FEMA Urban Search and Rescue Team as well as the East Coast Task Force Divisional Representative for the FEMA US&R System • Served as The Plans Chief for the Pentagon incident during the 9-11 terrorism attack, and deployed as the Task Force Leader for VATF-2 (Type 180 persons) for Hurricane Katrina Earthquake in Port Au Prince, Haiti • Develops and conducts specialized training that includes incident command and management; wild land/urban interface suppression and defensible communities; design, development, implementation, and evaluation of emergency response exercises; firefighter principles and practices; fire company officer leadership, Fire Service Subject Matter Expert Fire and Emergency Management Subject Matter Expert 7 Center for Public Safety Management, LLC. DocuSign Envelope ID: 69162585-C2131-4BB4-8171-CA56ECEDD766 Name/ Qualifications Project Role Title Relevant Experience • Certified in the Homeland Security Exercise Evaluator Program (HSEEP), and conducts training supported by the Department of Justice, State of Florida, National Wildfire Coordinating Group, FEMA, NIMS. • Subject matter expert in the concepts for determining the risks associated with the wild land/urban interface and Firewise Community development. • Extensive experience in the principles and practices of Emergency Management. He coordinated operations with 16 municipalities to incidents within the County during 50 -plus federally declared disasters continuity of operations planning, and hazardous materials. ■ As an Assistant Chief with Volusia County, FL, trained Florida's first wildland fire crew in 1994; the Volusia County Fire Service Firewalkers. These 30 certified firefighters were trained in wildland firefighting tactics, Florida fuels topography, and weather. In 1998 the team was instrumental in saving lives, businesses and homes in Volusia County during what is still recognized as "the most complex fire in America's history". During this incident, Jim served as the Area Commander for the 6 weeks, managing resources for 968 individual wildland fires totaling 147.000 acres. Data Assessment Team Dov Chelst, PhD Director of Quantitative Analysis Xianfeng Li, PhD Senior Public Safety Data Analyst • Subject Matter Expert in analyzing public safety department's workload and deployment • PhD Mathematics • BA Magna Cum Laude in Mathematics and Physics • PhD and Master's degree in Polymer Science within the Institute of Chemistry from the Chinese Academy of Sciences in Beijing • Bachelor's degree in Chemistry, Jilin University in Changchun • Managed over 140 data analysis projects for city and county agencies ranging in population size from 8,000 to 800,000 ▪ Professional computational scientist and certified SAS programmer with a wealth of knowledge and research experience in complex system modeling, data analysis, and statistical physics. • Previously worked as a Research Associate at Clemson University. D.5.1. Director, Center for Public Safety Management, LLC —Thomas Wieczorek Retired City Manager Ionia, MI; former Executive Director Center for Public Safety Excellence Data Assessment Lead Data Analyst Thomas Wieczorek is an expert in fire and emergency medical services operations. He has served as a police officer, fire chief, director of public safety and city manager and is former Executive Director of the Center for Public Safety Excellence (formerly the Commission on Fire Accreditation International, Inc.). He served on the Honolulu Accreditation Review Team for Center for Public Safety Excellence, Commission on Fire Accreditation International. He has taught a number of programs at Grand Valley State University, the National Highway Traffic Safety Administration (NHTSA), and Grand Rapids Junior College. He has testified frequently for the Michigan Municipal League before the legislature and in several courts as an expert in the field of accident CPSM 8 DocuSign Envelope ID: 69162585-C2B1-4884-B171-CA56ECEDD766 reconstruction and fire department management. He is the past -president of the Michigan Local Government Manager's Association; served as the vice -chairperson of the Commission on Fire Officer Designation; and serves as a representative of ICMA on the NFPA 1710 career committee. He most recently worked with the National League of Cities and the Department of Homeland Security to create and deliver a program on emergency management for local officials titled, "Crisis Leadership for Local Government Officials." It has been presented in 43 states (including Hawaii) and has been assigned a course number by the DHS. He represents ICMA on the NFPA 1710 and 1730 Standards Committees and is a board member on the International Accreditation Service, a wholly owned subsidiary of the International Code Council. He received the Mark E. Keane "Award for Excellence" in 2000 from the ICMA, the Association's highest award, and was honored as City Manager of the Year (1999) and Person of the Year (2003) by the Rural Water Association of Michigan, and for distinguished service by the Michigan Municipal League in 2005. D.5.2. Chief Joseph Pozzo (Ret.), MPA, CFOD, SHRM-SCP — Project Manager Former Director of Public Protection for Volusia County, Florida; Former Assistant Director of Human Resources, Volusia County, FL; Former Deputy Director, Volusia County Department of Public Protection; former Director and Fire Chief, Volusia County, Florida, former Fire Chief, Loudon County, Virginia, former Fire Chief Portsmouth, Virginia. Chief Pozzo has a 40 -year career in public service, and most recently served as the Director of Public Protection for Volusia County, Florida where he provided executive leadership to the Fire, EMS, Emergency Management, Corrections, Animal Control, and Beach Safety divisions. The Public Protection Department is the largest department in Volusia County and includes 945+ employees, an EMS Division that handles over 50,000 transports per year and utilizes Florida's first ever Nurse Triage system in the 911 Center, an all -hazards Emergency Management Division that specializes in coastal storm preparation and response, and a Fire Division that responds to 23,000 calls/year utilizing ALS staffed apparatus. From March 2015 to September of 2018, Chief Pozzo served as the Assistant Director of Human Resources for Volusia County, Florida (3,200 employees), where he managed the employee relations, benefits administration, and occupational health services functions and teams, as well as assisted in the management and negotiation of six collective bargaining agreements/units. He was also involved in developing and implementing the County's Diversity and Inclusion initiative. Chief Pozzo has also served as the Deputy Director of the Department of Public Protection Volusia County, Florida, where he was responsible for the day-to-day operations of Fire, EMS, Emergency Management, Medical Examiner, Beach Safety, Corrections, and Animal Services. He was formerly Fire Chief of Volusia County Fire Services, where he developed and implemented a service model designed to introduce EMS transport into the agency, incorporate fleet efficiencies, and enhance the wild land/urban interface efforts. Prior to Chief Pozzo's appointment in Volusia County in 2010, he served as the Chief of the Loudoun County Department of Fire and Rescue. This agency is a combination fire and rescue system providing fire, rescue, and emergency management services in one of the fastest growing counties in the nation. The fire and rescue system during Chief Pozzo's tenure provided these services to over 275,000 permanent residents living in 520 square miles of diverse suburban and rural area located within the 9 Center for Public Safety Management, LLC DocuSign Envelope ID: 69162585-C2B1-4BB4-6171-CA56ECEDD766 National Capital Region. Services were executed through 450+ career staff and 1,400+ volunteer members operating out of 19 stations. Prior to his appointment with Loudoun County, Chief Pozzo served as Chief of the Portsmouth Fire, Rescue and Emergency Services Department. This agency is one of the oldest professional departments on the eastern seaboard and served over 100,000 residents during Chief Pozzo's tenure. Chief Pozzo also served in the City of Virginia Beach, Virginia Fire Department for 19 years, reaching the level of Deputy Fire Marshal and then Battalion Chief prior to embarking on his career as a Fire Chief/Director. Chief Pozzo holds a Master of Public Administration degree from Troy University, a B.A. in Public Administration from Saint Leo University, and numerous public safety technical certifications. He holds the Chief Fire Officer Designation from the Center for Public Safety Excellence and is a Senior Certified Professional in Human Resources through the Society of Human Resource Management (SHRM). D.5.3. Fire and EMS Operations Assessment Team Chief Mark I. Piland, MPH, EFO— Associate Mark I. Piland is the Fire Chief and Emergency Management Coordinator for the City of Frisco, Texas, one of the fastest growing cities in the United States. Previously, Piland served as the Fire Chief for Volusia County Fire Services in Volusia County, Florida and as Shift Commander in Operations for the Virginia Beach Fire Department in Virginia Beach, Virginia. Chief Piland has over 35 years in the Fire -Rescue service, beginning as a volunteer, amassing experience in the areas of Fire Administration, Fire Prevention, Fire Operations, Emergency Management and CERT, Training, Special Operations, Fire Accreditation, emergency response with local, state, and federal governments, and executive level management, and budget. Chief Piland has strong expertise in the areas of executive leadership and community disaster preparedness response and outreach programs. Chief Piland has served with the Federal Emergency Management Agency (FEMA) as a Task Force Leader with Virginia Task Force 2 (VATF-2), a FEMA Urban Search and Rescue Team, as well as the East Coast Task Force Divisional Representative for the FEMA US&R System. He also served as a FEMA Working Group Member for Command and General Staff and Incident Support Team Leader. Chief Piland served as The Plans Chief for the Pentagon incident during the 9-11 terrorism attack and deployed as the Task Force Leader for VATF-2 (Type 180 persons) for Hurricane Katrina in New Orleans (2005), and the Earthquake in Port Au Prince, Haiti (2010). Chief Piland has served as a Principal Member on NFPA Technical Committee 1981 Standard on Open Circuit Self Contained Breathing Apparatus for seven years. He was recently selected to represent the International Association of Fire Chiefs (IAFC) at the NFPA Forum, a think tank of fire service leaders brought together to discuss and make recommendations for the protection of the fire service as well as the life and safety protection needs of society. Chief Piland possesses a masters of public health degree from Eastern Virginia Medical School and a bachelor of psychology degree from Old Dominion University. He is a graduate of the National Fire Academy's Executive Fire Officer Program, The Executive Leaders Program at the Post Naval Graduate School, Center for Homeland Defense, and Senior Executives in State and Local Government from The Kennedy School at Harvard. 10 Center for Public Safety Management, LLC DocuSign Envelope ID: 69162585-C2B1-4BB4-B171-CA56ECEDD766 Chief Rondall L. Early, MPA, EFO, NREMT-P — Associate Fire Chief, Wake Forest, North Carolina Chief Early has more than 30 years of fire and EMS experience as a practitioner, middle manager, and Chief officer in the planning, organizing, delivering, and administration of fire and EMS department operations. Since 2008, Chief Early has commanded the Wake Forest Fire Department. The Wake Forest fire department is a combination fire department that provides fire suppression, basic life support emergency medical services first response, hazardous material response, fire prevention, and fire and emergency medical services training programs. Prior to his appointment in Wake Forest, Chief Early served the Portsmouth, VA Fire and EMS Department for 20 years. In Portsmouth, Chief Early rose through the ranks from firefighter to Battalion Chief, working in all areas of this department to include engine and ladder companies, EMS transport, and training. Chief Early's final assignment in Portsmouth prior to leaving for Wake Forest was as the Division Chief for Emergency Medical Services, where he oversaw the EMS transport operations, EMS billing, training, and administration of this departmental function. Chief Early holds a Master in Public Administration degree from Troy University, is a 2011 graduate of the National Fire Academy's Executive Fire Officer Program, holds the certification of Nationally Registered Emergency Medical Technician -Paramedic, and holds the rank of 2nd Lieutenant with the North Carolina Civil Air Patrol in charge of Emergency Services. Deputy Chief James L. Mauney, (Ret.) — Associate Former Deputy Fire Chief, Volusia County, Florida; Former Deputy Operations Supervisor, Volusia County Emergency Management; Former Fire Chief, Lake County Fire & Rescue, Former Director of the Emergency Services Institute; Volusia County Fire Services. Jim has a 30 -year career in public safety, beginning as a State Trooper with the Florida Highway Patrol. Since his retirement from Volusia County, Jim has embarked on a post -retirement career where he develops and conducts specialized training that includes incident command and management; wild land/urban interface suppression and defensible communities; design, development, implementation, and evaluation of emergency response exercises; firefighter principles and practices; fire company officer leadership, continuity of operations planning, and hazardous materials. Jim is certified in the Homeland Security Exercise Evaluator Program (HSEEP), and conducts training supported by the Department of Justice, State of Florida, National Wildfire Coordinating Group, FEMA, NIMS. As an Assistant Chief with Volusia County, FL, Jim trained Florida's first wildland fire crew in 1994; the Volusia County Fire Service Firewalkers. These 30 certified firefighters were trained in wildland firefighting tactics, Florida fuels topography, and weather. In 1998 the team was instrumental in saving lives, businesses and homes in Volusia County during what is still recognized as "the most complex fire in America's history". During this incident, Jim served as the Area Commander for the 6 weeks, managing resources for 968 individual wildland fires totaling 147,000 acres. Jim is a subject matter expert in the concepts for determining the risks associated with the wild land/urban interface and Firewise Community development. Jim also has extensive experience in the principles and practices of Emergency Management. During Jim's career in Emergency Management, he coordinated operations with 16 municipalities to incidents within the County during 50 -plus CPSM 11 DocuSign Envelope ID: 69162585-C2B1-4BB4-8171-CA56ECEDD766 federally declared disasters. Jim maintains his Florida Department of Law Enforcement certifications and serves as a law enforcement Reserve Sergeant in Lake Helen, Florida. Jim has completed coursework at the National Emergency Training Center in Emmitsburg, MD, and holds numerous technical and instructor certifications in fire, emergency medical services, law enforcement, emergency management, incident command, Homeland Security, and firearms. D.S.4. Data Assessment Team Dov Chelst, PhD — Data Assessment Lead Director of Quantitative Analysis Dov Chelst is an expert in analyzing public safety department workload and deployment. He manages the analysis of all public safety data for CPSM. He is involved in all phases of CPSM's studies from initial data collection, onsite review, large-scale dataset processing, statistical analysis, and data report design. To date, he has managed over 140 data analysis projects for city and county agencies ranging in population size from 8,000 to 800,000. Dr, Chelst has a PhD in Mathematics from Rutgers University and a B.A. Magna Cum Laude in Mathematics and Physics from Yeshiva University. He has taught mathematics, physics, and statistics at the university level for nine years. He has conducted research in complex analysis, mathematical physics, and wireless communication networks, presented his academic research at local, national, and international conferences, and participated in workshops across the country. Xianfeng Li, PhD — Public Safety Data Analyst Dr. Xianfeng Li is a professional computational scientist and certified SAS programmer with a wealth of knowledge and research experience in complex system modeling, data analysis, and statistical physics. He performs CPSM's fire and EMS data analyses. He previously worked as a Research Associate at Clemson University. Dr. Li earned his PhD and Master's degree in Polymer Science within the Institute of Chemistry from the Chinese Academy of Sciences in Beijing. He earned his Bachelor's degree in Chemistry at Jilin University in Changchun. D.6. References for Project Manager Professional references for our project manager, Chief Joe Pozzo are provided in Table 2. Table 2. Project Manager References ,�A~TTTdf��.RT 1 Tom Couch, Bulloch County GA County Manager (912) 764-6245 Bulloch County, GA tcouch@bullochcounty.net 2 Michael R. Long, Fire Chief (623) 251-3509 El Mirage Fire Department mlong@elmirageaz.gov 3 Mayor Debra Winn (435) 843-2104 City of Tooele, Utah dwinn@tooelecity.org 12 -,fety Management, LLC DocuSign Envelope ID: 69162585-C2B1-4BB4-B171-CA56ECEDD766 E. Technical Approach and Understanding E.1. Methodology and Approach CPSM has performed 160+ Fire, Rescue, and EMS administrative and operational analyses. This includes a staffing and deployment study for the City of Miami Beach in 2014. In each, our teams have evaluated administrative and operational staffing. Our subject matter experts have developed a matrix they follow when conducting a workforce analysis, which includes: • Examination of the factors that impact the client's current fire services staffing model. • Examination of the organization's strengths, weaknesses, opportunities, and threats as related to administrative and operational staffing and deployment of resources. • Exploration of various strategic alternative approaches to accomplish the goals of fire staffing and deployment of resources. • Delineation of resources needed for the client to accomplish the long-term staffing and deployment of resources. • Analysis of the current operational service delivery model to determine if the department has sufficient resources deployed to meet current workload demands. • Review and analysis of operational guidelines for the fire services — service delivery system. • ldentifcation and recommendation of key industry standards and/or best practices that should be considered as part of the staffing plan. • Conduct of a Community Risk Analysis and determination of fire department's ability to assemble an Effective Response Force for the most prevalent risk in the community. • Examination of factors that enhance/impact department's current service delivery model. • Examination and analysis of operational guidelines and their connection to the current service delivery model. • Exploration of various strategic and performance -related alternative approaches to accomplish the goals of the current service delivery model with a focus on sustainability. Using the analysis performed, CPSM will identify and recommend decision -making triggers for additional administrative and operational personnel. A key component to our operational deployment modeling strategy is to identify emergent and non - emergent workloads. This is essential if future planning because this analysis will provide factually based options to alter service delivery models based on the severity of the call type. Through this analysis, we provide the forensic support to adjust and modify deployment strategies based on risk. This is the essence of the CPSE Standard of Cover (SOC) concept. Every call is not the same, and the ability to interrogate the caller at the 911 call center and make tactical determinations based on proven and clinical findings will then allow a" Smart Deployment Strategy" that optimizes resources to improve efficiencies. The study will also analyze fire call data to provide a comprehensive review of how fire services are delivered to the community including a detailed analysis of workloads and response times. The analysis of the workloads should begin with an in-depth study of the types and severity of calls managed. The goal of this data gathering would be to explicate the fundamental nature of the fire challenge faced by the fire department. CPSM' 13 DocuSign Envelope ID: 69162585-C2B1-4B84-8171-CA56ECEDD766 Within the last 24 months, our Fire and EMS teams have utilized this approach with much success in Exeter, NH, and El Mirage, AZ. The Exter, NH analysis included an evaluation of administrative and operational staffing and a fire facility location analysis. The Town of Exter, like many, has many municipal funding needs. The Town engaged CPSM to explore current staffing potential opportunities with a focus on operational staffing. The Town deploys both Fire and EMS response units (EMS transport) and sought guidance on how to effectively staff both disciplines. CPSM conducted an administrative and operational analysis, to include an All -Hazards Community Risk Assessment, analysis of the current Town ISO-PPC review, and conducted a workload, resiliency, and response time data analysis. The analysis drove staffing and resource deployment alternatives and recommendations, spaced over time so that the Town can properly secure funding and appropriately budget for any additional positions. The Town is moving forward with CPSM's recommendations. The El Mirage Fire Department (EMFD) engaged CPSM to evaluate the current operational efficiency and status of the EMFD and identify future needs for strategic planning purposes. This included a staffing analysis of each component of the department. During the study, CPSM reviewed community risks via an All -Hazards Risk Assessment, which analyzed factors, from the environment and population growth to building hazards and incident demand, that enhance risk of emergency within a community. CPSM also analyzed staffing, deployment, and performance data to evaluate how well the department provided services per key state and federal standards. After completing its evaluation and analysis, in February 2022, CPSM issued a 149 -page report outlining EMFD's functionality and recommending data -backed solutions to expand the department's operational capacity. CPSM recommended enhancing service delivery in terms of additional assets, including a second fire station, ladder truck, personnel expansion and improvements within the primary public safety answering point. These additions would alleviate the risks presented by the presence and anticipated growth of commercial development and multifamily residences in the community and address current operational constraints related to response time and staffing. "CPSM's analysis really shows us the map forward," added Chief Long. "Effective partnerships are key to effective solutions, and the CPSM team brought combined expertise in data, management and fire service. They truly understood the needs of our department and the information we shared with them, so their analysis and recommendations provide our department and our community a lot of value." The study and its recommendations have been received well by the community and are already being enacted. City Council approved the addition of three new firefighter positions in line with the proposed staffing model, as well as a timeline for addition of a new fire station and ladder truck to the City's five- year Capital Improvement Plan. E.2. Proposed Work Plan/Timeline Table 3 provides a draft timeline for completion of the Workforce Assessment and submittal of the draft and final reports. After contract award, we will discuss the draft timeline with the Village and submit a revised final schedule. 14 DocuSign Envelope ID: 69162585-C2B1-4BB4-8171-CA56ECEDD766 Table 3. Study Time Frame Milestone Timeline 1 7-14 days T � These two analyses overlap and are continuous until !' delivery of Final Operational Report Milestone or Task Execution of the agreement Project Kickoff Meeting Administrative, Operational, and Response Data Requests We will provide instructions for uploading materials to our cloud storage system. Response Data Analysis Commences Operational Analysis Commences Deliver Draft Data Analysis Report Operations Team Onsite Visit Descriptio Agreement completed between client and CPSM. CPSM will conduct a virtual meeting with Village's project team. Our project manager will kick off the project by introducing our team, clarifying, and confirming expectations, detailing study parameters, discussing our proposed approach and schedule, and commencing information and data gathering. Immediately following the kickoff meeting, our Project Manager will deliver an information request. This request will provide us with a detailed understanding of the Village's relevant policies, practices, organization, management, staffing, etc. Additionally, our Data Analysis Lead will submit a preliminary data request, which will evaluate the quality of the CAD system data. This will be followed by a comprehensive request for data from the CAD system and the City's NFIRS report information to conduct a response and workload analysis from these systems. Once our Data Team is confident the CAD and NFIRS data are accurate, they will certify that they have all the data necessary to complete the analysis, and data analysis will commence. Our Operations Team will review the data and information uploaded to our cloud file and begin the Operational Analysis. During this period, our Project Manager and operations team members will gather additional information as they build the background information for the report through virtual meetings, email request, and conference calls. We will develop the preliminary gap analysis and make budget recommendations to the City throughout this process. Our Data Team will provide the client a Draft Data Analysis Report for review. The City will provide CPSM with a consolidated set of comments on the report that CPSM will address and incorporate. Once the Draft Data Analysis is in draft form, and the operations team has completed the background information sections of the Operational Analysis, our Project Manager will schedule an onsite visit. The purpose of this visit is to collect additional administrative and operational information as needed, conduct stakeholder interviews, and confirm information already recorded in the draft report. This portion will utilize the data and preliminary gap analysis information to refine and recommend long-term deployment changes that will have a lengthier implementation. Data is required to enable CPSM to make these types of recommendations and are based on calls for service, response, and demographics. 15 Center for Public Safety Management, LLC DocuSign Envelope ID: 69162585-C2B1-4BB4-8171-CA56ECEDD766 Milestone Timeline Milestone or Task Deliver Draft Final Report and Optimization Plan Description CPSM will deliver to the Village a Draft Report and Optimization Plan that includes the data analysis. The Village will provide CPSM with a consolidated set of comments on the report, which CPSM will address and incorporate. Deliver Final Report and CPSM will deliver a Final Report and Optimization Plan to the Village Optimization Plan as specified. Total Elapsed Time: 120-150 days for full project including data analysis. If the Village elects to perform a gap analysis and staffing analysis only without the data analysis, full operational analysis, and a community risk assessment, the project can be completed within 90 days. E.3. List of Items and Staff Time Village Expected to Provide CPSM expects the Village to provide requested data and information in a timely manner. Delays in providing information and data will delay the delivery of the final document. Specific data and information requirements will be discussed with the Village at the project kickoff meeting. While performing onsite information gathering and stakeholder meetings, CPSM expects adequate meeting rooms will be made available and, when requested, Village staff assistance and/or participation. The Village will be expected to provide CPSM, within the agreed upon timeframe, a consolidated set of comments on the draft study report, which CPSM will address and incorporate into the final study report. renter for Public Safety Management, LLC 16 DocuSign Envelope ID: 69162585-C2B1-4B84-8171-CA56ECEDD766 Fe Insurance Provided as Figure 4 is a sample certificate of insurance. If selected for contract award, CPSM will provide an insurance certificate showing the minimum required coverage and naming the Village as an Additional Insured. ACORI7 CENTFORA4 CERTIFICATE OF LIABILITY INSURANCE DM I ERmeerr YI 8118/2021 THIS CERTIFICATE M ISSUED A8 A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOr AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POUCIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURERIS), AUTHORIZED REPRESENTATIVE OR PRODUCER. AND THE CERTIFICATE HOLDER. IMPORTANT: N the certificate holder Is an ADDITIONAL INSURED. the polcy(les) must have ADOfT1ONAL INSURED provisions or be endorsed. 11 SUBROGATION IS WANED. subject to the terms and conditions of the polity, certain 901101es may require an endorsement. A statement on this certificate does not confer rights to the cerdfIcate holder In Hsu of such endorsenwnt(s). PRODUCER Clements Worldwide 13011 St. NW Suite 1200 West Washington. DC 20005 010RE0 Center for Public Safety Manag Leonard A. Matarese 475 IS Street. NW. Suite 702 Washington. DC 20001 CT rs.2%,. EXIT: (202) 872-0060 InfoeC)ements.com INSURER/AI APPGRONIO COVERAGE ERA: Lloyds of London PgURis,;_Ciartford MEURER C: INSURER 8: PAX AC. N COVERAGES CERTIFICATE NUMBER: REVISION NUMBER' THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NALIEO ABOVE FOR NE 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 AFFORDEO BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAIO CLAIMS. *MR TYPE q,[ISI100511 LTA ADM VIER P�YM� POLICY MT .PtiYIOrTTTT 51512021 POLICY REP lNa�dIt7IYYt IT1 A X corMNRCML GENERAL .._ • X I CLAIMSIAADE LAELm L OCCUR 1 P5J0731264550 518/2022 +—._--_OMP 5/612022 E!,CM OCCURRENCE _,� D 6 dd g° RED;,,,,, 2,000,000 260,000 s L10p es,. IAN RN/ "NM E 6,660 PFBA Hl I_ LOC 1 WLEO A� PERSONAL II R' pARtM 1 2,000.000 ADMA0O,,1,�,I Tu I pLR1Mo-T APPLIES X ouc' JECT 4'THF�R O RAL AOOREOATE 1 4.000.000 PRODUCTS - COW OP ROO R 2.000.000 05.74.E AT ,F4 Asassm eooLr swore .M, pPrpni --__ s 1,00,000 A AVTO4osst uors or —, ANY AUTO _ �T�EED MITOSDNLI' rr�!pp��p� X AsRk%DNLY H X PSJ0731234560 511/2021 100141 INJURY Leg MOM 0 i 3 2.500 PROPERTY OWN% °I, =NET/ deductible LWRLLLA LIAM 11001St LIAE DED 8516117050 J OCCUR CLAmsAvOE EACH acoueeENCE 8 AGGREGATE E. s B W DREIP COGPI UAII AND [MPLOY[RS' IJA1 +el, F.u, mF.FT. a T,nlrlFnexeciRM ri tN,url 4F,e i,g6nx jMenePtery In IµiNl ryH e"tle CAIPTX)N or OF oPPAATONs DR.r DES NIA 30WBCC0410 516/2021 fVd2022 P R OTW X E ATIITE ER EL P:$EAS!•FA fre'LorCEi f 1.161.611 1.f100,0D0 1,000,000 E L dSEAOE -POLICY LIMIT DESCRIPTION OP OPERATIONS f LOCATIONS I RIMEL= (,0051 Proof of Coverage 101. AdslitIondRsowto Rdrl)a M Misch .rt awe sew in raga.) wry CERTIFICATE HOLDER Proof of Coverage ACORD 2512016/031 CANCELLATION SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPetATION DATE THEREOF. NOTICE WILL BE DELIVERED N ACCORDANCE WITH THE POLICY PROV181ON4 ALmr0R®REPRL UMTA'NE 1988-2015 ACORD CORPORATION. All rights reserved. The ACORD name and logo are registered marks of ACORD Figure 4. Sample Certificate of Insurance DocuSign Envelope ID: 69162585-C2B1-4BB4-8171-CA56ECEDD766 G. Litigation Statement CPSM's completed Dispute Disclosure Questionnaire has been uploaded through the procurement portal. There has been no litigation or regulatory action filed against CPSM in the last three (3) years. Neither CPSM nor its Key Staff Members have been involved in any litigation of any kind within the last five years. 18 Center for Pub1.c, Saf. ty Management, L LC DocuSign Envelope ID: 69162585-C281-4664-B171-CA56ECEDD766 H. Warranty Center for Public Safety Management, LLC To whom it may concern The Center for Public Safety Management is not insolvent, is not in bankruptcy proceedings or receivership, nor is it engaged in or threatened with any litigation or other legal or administrative proceedings or investigations of any kind that would have an adverse effect on its ability to perform its obligations under the Contract. Ethan Matarese, Administrative Director State of County of Ee,e— On this day of r , 20 2 -before me the undersigned, personally appeared Pi/IAA 6CA- of ((yt•- whose name(s) is/are subscribed to the within instrument, and he/she/they acknowledge that he/she/they executed it. Witness my hand and official seal: hM !Votary Public (Print, Stamp, or Type as Commissioned) /Personally known to me; or Produced identification (Type of Identification: Did take an oath; or Did not take an oath SARAH R O AMAGLIA Nobly 2:811: Mob of Novo York aMM�In Erb County My Con+nwNon Eosins 04/18/2024 Exclusive Provider of Public Safety Technical Services for I CMn INTERNATIONAL CITY/COUNT,' MANAGEMENT ASSOCIATION 475 K Street, NW, Suite 702, Washington, DC 20001 (800) 998-3392 www.cpsm.us 19 Center for Public Safety Management, LLC DocuSign Envelope ID: 69162585-C2B1-4BB4-8171-CA56ECEDD766 I. Required Forms CPSM has uploaded the following required completed forms with its proposal submittal: Form AA: Addendum Acknowledgment Form COA: Certificate of Authority Form CD: Company Declaration Form Form SEA: Single Execution Affidavits 20 or Public Safety Management, LLC DocuSign Envelope ID: 69162585-C2B1-4BB4-B171-CA56ECEDD766 J. Cost Proposal CPSM's total, all-inclusive, lump -sum price to complete the required Fire Rescue Department Workforce Assessment for the Village of Key Biscayne is $49,925. This price includes all labor, materials, and travel required to complete the project as described in the RFP scope of work and our proposal. A breakdown of our price is provided in Table 1. Table 1. Price Breakdown for Village of Unit Hours Unit Fee Total Biscayne Fire Rescue Department Workforce Assessment Consultant Project Manager 50 225.00 Fire Consultant 50 175.00 $8,750.00 Fire Consultant —Associate 50 175.00 $8,750.00 Data Manager 60 200.00 $9,000.00 Data Associate 50 125.00 GIS Associate 20 125.00 $2,500.00 Editor 25 125.00 $3,125.00 Administrative Assistant $300.00 Travel associated with onsite visit (included) Total Consultant Hours and Fees for Fire Services $49,925.00 Alternative Analysis $11,250.00 $6,250.00 21