Item #12 Renewal of Professional Services Contract with Legislative Consultants Alcalde and Fay, LTD.`enter of Good Lit
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Contact Name:
Contact Number:
AGENDA ITEM COVER SHEET
Meeting Date: January 5, 2010
Jamie Croteau
X1503
Item # 12
Reviewed By:
Department Directo
City Manager:
Subject: Renewal of Professional Services Contract with Legislativb Consultants Alcalde and
Fay. Ltd.
Background Summary:
Last January 1, the City entered into an agreement for legislative consulting services with Alcalde and Fay. The
contract term was for one year at a cost of $60,000 annually plus expenses. Specifically, the firm was to assist
the City with public works, transportation infrastructure, water resources, and Federal appropriations and grant
programs administered by the Federal Government. Staff has worked with the firm over the past year and has
items pending for appropriations or grants including the Wastewater Infrastructure Project/West Side Sewer
Loop in the Water Resources and Development Act of 2010 and the Wurst Road Extension in the
Transportation/Highway Reauthorization Bill.
The current agreement with Alcalde and Fay expires on December 31, 2009. Staff would like to enter into a
new agreement with Alcalde and Fay effective January 1, 2010. The new agreement would be at the same rate
of $5,000/month or $60,000 annually. The contract can be terminated upon 30 days written notice, with or
without cause.
The City also has a contract with Gray Robinson to provide local and state legislative consulting services. This
contract commenced on October 1st of 2007 and is set to expire on September 301h of 2010. The annual cost of
this contract is $42,000 plus expenses not to exceed $4,200 per year. This contract can be terminated with 30
days advance notice.
Issue:
Should the City enter into a new agreement with Alcalde and Fay, Ltd.?
Recommendations
Staff recommends approval of a new agreement with Alcalde and Fay, Ltd. at a cost of $60,000 annually plus
expenses and authorization for the Mayor to sign the necessary agreement.
Attachments:
Agreement for Professional Services Between the City of Ocoee, Florida and Alcalde and Fay, Ltd.
Legislative Consulting Services Engagement Agreement with Gray Robinson
Financial Impact:
The $60,000 annual cost is budgeted.
Type of Item: (please mark with an "x
For Clerk's Dept Use:
Public Hearing
Ordinance First Reading Consent Agenda
Ordinance Second Reading Public Hearing
Resolution
Regular Agenda
Commission Approval
X Discussion & Direction
Original Document/Contract Attached for Execution by City Clerk
Original Document/Contract Held by Department for Execution
Reviewed by City Attorney
Reviewed by Finance Dept.
Reviewed by ()
N/A
N/A
N/A
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AGREEMENT FOR PROFESSIONAL SERVICES BETWEEN THE CITY OF
OCOEE, FLORIDA AND ALCALDE A.ND FAY, LTD.
The following is an agreement between the City of Ocoee, Florida, hereinafter
referred to as "CITY" and the firm of Alcalde & Fay, Ltd., a Virginia corporation,
hereinafter referred to as "CONTRACTOR".
WHEREAS, CONTRACTOR has duly qualified experts in the field of public works,
transportation infrastructure, water resources, housing and Federal appropriation and
grant programs; and
WHEREAS, in the judgment of the Ocoee City Council, it is necessary and desirable
to employ the services of the CONTRACTOR to assist the CITY with public works,
transportation infrastructure, water resources, housing and Federal appropriation and
grant programs administered by the Federal government.
NOW, THEREFORE, in consideration of the mutual covenants contained herein, the
parties hereto agree as follows:
PART I - SPECIFIC PROVISIONS
A. SERVICES TO BE PROVIDED: CONTRACTOR will consult and advise, as
requested, on public works, transportation infrastructure, water resources, housing
and Federal appropriation and grant programs, including but not limited to:
1. Developing strategies to obtain and maximize funding for public works,
transportation infrastructure, water resources and housing programs.
2. Coordinating funding, legislation and policy related activities with the
United States Congress and Federal agencies;
3. Securing authorizations and funding from the United States Congress and
Federal agencies to implement the CITY'S projects;
4. Maintaining direct and frequent contact with key United States Senators and
Representatives;
5. Advocating CITY interests during the United States legislative and
regulatory process;
6. Providing the CITY with a written report of activities and attending CITY
meetings upon the CITY'S written request.
B. PAYMENT: CONTRACTOR'S compensation for the services provided
hereunder shall be $5,000.00 per month. CONTRACTOR shall submit the
monthly $5,000.00 fee invoice at the first of each month, beginning on January 1,
2009. The CITY shall reimburse CONTRACTOR for reasonable expenses
incurred in connection with the CONTRACTOR'S work at actual cost. Expenses
that are to be reimbursed include, but are not limited to photocopying, postage,
telephone, delivery, and telecopy charges. Expenses will be reimbursed to
CONTRACTOR on a monthly basis. All travel expenses will be incurred only
following written approval by CITY.
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C. KEY PERSONNEL: CONTRACTOR has represented to CITY that CITY will
have L.A. 'Skip' Bafalis, Jim Davenport and Maurice Kurland principals of
CONTRACTOR'S services, in the performance of CONTRACTOR'S duties
hereunder, and has relied on that representation as an inducement to entering into
this Agreement.
PART II. GENERAL PROVISIONS
A. ASSIGNMENT AND DELEGATION; Except as above, neither party hereto shall
assign or delegate any interest in or duty under this Agreement without written
consent of the other, and no assignment shall be of any force or effect whatsoever
unless and until the other party shall have so consented.
B. STATUS OF CONTRACTOR: The parties intend that CONTRACTOR, in
performing the services hereinafter specified, shall act as an independent
contractor and shall have control of the work and the manner in which it is
performed, CONTRACTOR is not to be considered an agent or employee of
CITY and is not entitled to participate in any pension plan, insurance, bonus or
similar benefits CITY provides its employees.
C. METHOD AND PLACE OF GIVING NOTICE, SUBMITTING BILLS AND
MAKING PAYMENTS: All notices, bill, and payments shall be made in writing
and may be given by personal delivery or by mail. Notices, bills and payments
sent by mail should be addressed as follows:
CITY: Robert Frank
City Manager
150 North Lakeshore Drive
Ocoee, FL 34761
(407) 656-6885
CONTRACTOR: ALCALDE & FAY, LTD.
2111 Wilson Boulevard, 81h Floor
Arlington, VA 22201
(703)841-0626
D. NON-DISCRIMINATION: CONTRACTOR shall comply with all applicable
federal, state and local laws, rules and regulations in regard to nondiscrimination
in employment because of race, color, ancestry, national origin, religion, sex, age,
marital status, medical condition, or physical or mental disability.
E. TERM OF AGREEMENT: This Agreement shall become effective January 1,
2010 and shall terminate upon 30 day's written notice by either party with or
without cause.
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F. JURISDICTION: This Agreement and performance hereunder and all suits and
special proceedings hereunder shall be construed in accordance with the laws of
the State of Florida. In addition, special proceeding or other proceeding that may
be brought arising out of, in connection with, or by reason of this Agreement, the
laws of the State of Florida shall be applicable and shall govern to the exclusion
of the law of any other forum
G. MEDIATION: All controversies, claims, and disputes between the parties arising
out of or related to this Agreement or the interpretation thereof, will first be
submitted to mediation by a mediator certified by the Supreme Court of Florida,
which mediator shall be selected and retained by the CITY. The cost of the
mediator's fee shall be borne equally by the parties. The mediation process shall
be invoked by written notice from either party. The CITY shall retain the
mediator and schedule mediation within thirty (30) days of sending or receiving
the written notice, or on a date as agreed by the parties. Mediation shall be a
condition precedent to filing a lawsuit by either party.
H. ATTORNEY'S FEES; COSTS; VENUE: In the event that any party hereto shall
bring an action or proceeding for an alleged breach of any provision of this
Agreement, the prevailing party shall be entitled to recover, as part of such action
or proceeding, reasonable attorney's fees, paralegal fees, and court costs at both
trial and appellate levels. For the purpose of any suit, action or proceeding arising
out of or relating to this Agreement, the parties hereby consent and agree to the
jurisdiction and venue of the Circuit Court of Orange County, Virginia.
I. ENTIRE AGREEMENT: This Agreement constitutes the entire agreement
between the parties and supersedes all prior oral or written agreements. No,
waiver, modifications, additions or addendum to this Agreement shall be valid
unless in writing and signed by both the CONTRACTOR and CITY.
IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be
executed this day of , 2010.
ATTEST:
CITY OF OCOEE
WITNESSES: ALCALDE AND FAY, LTD.
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GRAYIROBINSON
ATTORNEYS AT LAW
Frederick W. Leonhardt
Attorney At Law
407-244-5655
FLEONHARDT(d,)GRAY-ROBINSON.COM
October 1, 2007
City of Ocoee
Attention: Robert Frank, City Manager
150 N. Lakeshore Drive
Ocoee, FL 34761-2258
SUITE 1400
301 EAST PINE STREET (3280I)
P.O. Box 3068
ORLANDO, FL 32802-3068
TEL 407-843-8880
FAx 407-244-5690
gray -robinson.com
Re: City of Ocoee RFP #07-003 — Legislative Consulting Services
Engagement Agreement
Dear Mr. Frank:
CLERMONT
FORT LAUDERDALE
JACKSONVILLE
KEY WEST
LAKELAND
MELBOURNE
NAPLES
ORLANDO
TALLAHASSEE
TAMPA
We are pleased that you have engaged us to perform work for the City of Ocoee (the
"City") as your legislative and executive governmental consultant on all such matters. The
purpose of this letter is to confirm the terms of our engagement, based on the tasks laid out in
the City's Request for Proposal.
We acknowledgement receipt of the City of Ocoee Request for Proposals RFP #07-003
for Legislative Consulting Services (the "RFP"). In response to the RFP, we submitted our
proposal dated May 17, 2007 (the "RFP Response"). The RFP and the RFP Response are
incorporated herein by this reference and made a part of this Engagement Agreement. We
agree to comply with all of the requirements set forth in the RFP and our RFP Response and to
perform the Scope of Work as set forth in the RFP for the fee set forth herein.
I will be principally responsible to handle this matter assisted by attorney Chris Carmody,
consultants Robert Stuart, Chris Hansen, and other members of our firm. We will not change
the personnel principally responsible for this matter without your prior approval.
For this representation, we will charge an annual flat fee retainer of $42,000.00, payable
in monthly installments. For the installments of February, March, and April, the retainer will be
$5,000.00 per month. For all other installments, the retainer will be $3,000.00 per month. If, at
any time, you desire that we perform any additional work, outside of the Scope of Work in the
RFP, we will enter into a separate fee agreement for any such additional representation.
However, we will not perform any work for which an additional fee will be charged without your
express written authorization.
We acknowledge that our engagement by the City is non-exclusive and that the City
may, in its sole discretion, award any additional services, whether in the areas covered by the
Scope of Services, or in any additional areas, to any third party, or such services may be
performed by the City employees.
ORLA_593460.3
GRAYROBINSON
PROFESSIONAL ASSOCIATION
October 1, 2007
Page 2
The attorney -client privilege is an important subject that we raise with our clients. As a
matter of professional responsibility, we are required to preserve the confidences of our clients.
This professional obligation and the legal privilege accorded attorney -client communications
exist to encourage candid and complete communication between client and attorney. The
attorney -client privilege can be lost if our written or oral communications are shared
inappropriately with others. We should discuss in advance any intention you have to include
others in this confidential relationship. At the same time, we understand that our written
communications with the City are subject to the Florida Public Records Law and we agree to
comply with all of the requirements of such law.
We will invoice the City monthly for the retainer and reimbursable expense. Payment for
our services shall be due within 30-days of receipt of each invoice in accordance with the
Florida Prompt Payment Act.
Our statements may include charges for related expenses and services, such as
photocopying, computerized research, travel, long distance telephone, telecopy, document
production and binding and delivery service to the extent required by the particular assignment.
These charges will be itemized and charged in accordance with the reimbursable cost outline
set forth in our RFP Response. We will seek your authorization in advance for any
reimbursable expense payment of $250 or more. Travel expenses shall not exceed $50.00 per
day. Our aggregate reimbursable expenses in any month will not exceed 10% of the agreed
upon retainer for that month and will not exceed $4,200 per year, unless we obtain your prior
written approval to exceed these amounts. Should you have a question about any statement,
please call me.
The term of our engagement will be for a one (1) year term commencing on October 1,
2007 and terminating on September 30, 2008. By written notice to us, the City may extend the
term of this Engagement Agreement for two (2) additional one (1) year terms. As in any
professional relationship where mutual trust and confidence are essential, it is appropriate for
you and for Gray Robinson, P.A. to be able to terminate our engagement at any time by
reasonable written notice. In any such event we agree to provide the City with at least thirty
(30) days prior written notice of any such termination.
If our engagement is terminated, we understand that you will take whatever steps are
necessary to evidence that we are free from any obligation to perform further, and to pay us for
unpaid fees for legal services rendered and charges or related expenses and services incurred
to the date of termination.
Because of the size of our firm and our representation of other clients, it is possible that
there may arise in the future a dispute between another client and City of Ocoee. Our
acceptance of the current representation will preclude us from accepting future representations
adverse to you which involve matters substantially related to the work we perform in the course
of this engagement. We do, however, reserve the right to continue to represent existing and
new clients adverse to the City so long as such representation is unrelated to the work which we
are performing under this Engagement Agreement and does not involve the representation of
ORLA_593460.3
GRAYROBINSON
PROFESSIONAL ASSOCIATION
October 1, 2007
Page 3
parties adverse to the City in litigation or a contested administrative proceeding. We agree that
we will not represent anyone adverse to the City in litigation or a contested administrative
proceeding without you prior written consent, which consent may be withheld.
We would appreciate your acknowledging that this letter correctly reflects the terms of
our engagement by signing, dating and returning to me the enclosed copy of this letter. There is
a space for this acknowledgment below my signature. We are very pleased to be working with
you.
Sincerely,
Frederick W. Leonhardt
Acknowledged and agreed to by the City of Ocoee, Florida this _ %-11' day of October,
2007.
ATTEST:
Beth Eikenberry, C Clerk
(SEAL)
FOR USE AND RELIANCE ONLY BY
THE CITY OF OCOEE, FLORIDA;
APPROVED AS TO FORM AND
LEGALITY this 1 st day of October, 2007.
FOLE LARDNER LLP
By: VAU/71 Ae�o -
City Attorney
\10\1071 - # 1158224 vl
CITY OF OCOEE, FLORIDA
By:
S. Scott Vandergrift, Mayor
APPROVED BY THE OCOEE CITY
COMMISSION AT A MEETING
HELD ON JULY 17, 2007
UNDER AGENDA ITEM NO. J
ORLA_593460.3
GRAYIROBINSON
ATTORNEYS AT LAW
PRIVACY POLICY
Attorneys, like other professionals who advise on personal financial matters, are now
required by a new federal law to inform their clients of their policies regarding privacy of client
information. Attorneys have been, and continue to be, bound by professional standards of
confidentiality that are even more stringent than those required by this new law. Therefore, we
have always protected your right to privacy and do not take lightly the confidence you place in
US.
In the course of providing our clients with financial and tax planning and preparation
services, employment counseling, bankruptcy activities, certain real estate services, and other
certain financial services, we receive significant personal financial information about you either
from you or with your authorization. If you are a current or former client of GrayRobinson, P.A.
you should know that all information that we receive about you is held in extreme confidence,
and is not released to any person or entity outside of this law firm, except as agreed upon by
you, or as required under applicable law.
We retain records relating to professional services that we provide so that we are better
able to assist you with your professional needs and, in some cases, to comply with professional
guidelines. In order to guard your non-public personal information, we maintain physical,
electronic, and procedural safeguards that comply with our professional standards.
Please call if you have any questions regarding this matter. Your privacy, our
professional ethics, and the ability to provide you with quality legal services are very important
to us.
CLERMONT
1635 E. Hwy. 50, Ste. 300
P.O. Box 120848 (34712-0848)
Clermont, FL 34711
352.394-2103
Fax: 352-394-2105
MELBOURNE
1800 W. Hibiscus Blvd., Ste. 138
P.O. Box 1870(32902-1870)
Melbourne, FL 32901
321-727-8100
Fax: 321-984.4122
FT. LAUDERDALE JACKSONVILLE KEY WEST
401 E. Las (Yes Blvd., Ste. 1710 50 N. Laura St., Ste. 1675 201 Front St, Ste. 333
Ft. Lauderdale, FL 33301 Jacksonville, FL 32202 Key West, FL 33040
954.761-8111 904-598-9929 305.292-8950
Fax:954-761.8112 Fax: 904-598-9109 Fax:305-296-6629
LAKELAND
One Lake Morton Dr.
P.O. Box 3 (33802-0003)
Lakeland, FL 33801
863-284-2200
Fax: 863-688-0310
NAPLES
ORLANDO
TALLAHASSEE
TAMPA
1100 5' Ave. S., Ste. 201
301 E. Pine St., Ste. 1400
301 S. Bronough St., Ste. 600
201 N. Franklin St.. Ste. 2200
Naples, FL 34102
P.O. Box 3068 (32802-
P.O. Box 11189 (32302-3189)
P.O. Box 3324 (33601-3324)
239-261-3600
3068)
Tallahassee, FL 32301
Tampa, FL 33602
Fax: 239-261-3164
Odando,FL 32801
850-577-9090/850.222-7717
813-273-5000
407-843-8880
Fax: 850-577.3311 or
Direct Dial: 813-273 + Ext.
Fax: 407.244-5690
850-2223494
Fax: 813-273.5145
rPnter of Good r:_
Mayor
S. Scott Vandergrift
City Manager
Robert Frank
CITY OF OCOEE
Commissioners
Gary Hood, District 1
Scott Anderson, District 2
Rusty Johnson, District 3
Joel F. Keller, District 4
REQUEST FOR PROPOSALS
RFP #07-003
LEGISLATIVE CONSULTING SERVICES
City of Ocoee • 150 N Lakeshore Drive • Ocoee, Florida 34761
phone: (407) 905-3100 • fax: (407) 656-3501 • www.ci.ocoee.fl.us
RFP DOCUMENTS
3 Legal Advertisement
4 thru 7 Introduction/Proposal Instructions
8 thru 14 General Terms & Conditions
15 *Summary of Litigation
15 *Addenda Acknowledgment
SCOPE OF SERVICES/PROPOSAL FORM
16 thru 20 Scope of Work/Proposal Format
21 *Proposal Form
22 *Company Information/Signature Sheet
*Submit with Proposal
End Table of Contents
RFP #07-003 Legislative Consulting 2
LEGAL ADVERTISEMENT
Ocoee City Commission
The City of Ocoee (City) invites all interested, qualified Firms with municipal experience to
submit a proposal to provide professional consulting services for representing the City in
legislative matters at the State and, as needed, at the Federal level. Implicit responsibilities of
the successful Respondent will be to advise the City of the impacts of proposed regulatory and
legislative changes and to identify areas where State and/or Federal funding is available.
Sealed proposals will be accepted for REQUEST FOR PROPOSALS (RFP) #07-003, LEGISLATIVE
CONSULTING SERVICES, no later than 2:00 P.M., local time, on May 17, 2007. Proposals received
after that time will not be accepted or considered, and will be returned unopened. No exceptions will be
made. The City reserves the right to reject any and all proposals and waive informalities.
Each Respondent shall submit one (1) original and nine (9) copies of the required proposal
documents, in a sealed envelope plainly marked on the outside with the appropriate RFP number and
closing date and time. Proposals will be received at the City of Ocoee, Attn: Purchasing Agent, 150 N.
Lakeshore Drive, Ocoee, Florida 34761-2258. Proposals will be publicly opened and read aloud in the
City Hall Conference Room on the above -appointed date at 2:01 PM, local time, or as soon thereafter
as possible.
Interested Firms may secure a copy of the documents through Demandstar by accessing the City's
website at www.ci.ocoee.fl.us under Finance/Purchasing, or copies are available from the Purchasing
Agent for a non-refundable reproduction and/or administrative fee of $20.00. Checks should be made
payable to the City of Ocoee. Copies via e-mail are not available and partial sets of RFP documents will
not be issued.
To ensure fair consideration for all Respondents, companies interested in providing the required services
may be disqualified if they have contacts with the Mayor, City Commissioners, or any City staff, other than
the Purchasing Agent concerning the RFP during the submission or selection process.
Award of Contract: The City of Ocoee reserves the right to waive technicalities or irregularities, reject
any or all proposals, and/or accept that proposal that is in the best interest of the City, price,
qualifications and other factors taken into consideration. The City reserves the right to award the
Contract to the Respondent, which, in the sole discretion of the City, is the most responsive and
responsible Respondent; price, qualifications and other factors considered.
Pursuant to Section 287.133(2)(a), Florida Statutes, interested individuals or firms who have been
placed on the convicted vendor list following a conviction for public entity crimes may not submit a
Proposal on a contract to provide services for a public entity, may not be awarded a consultant contract
and may not transact business with a public entity for services, the value of which exceeds
CATEGORY TWO for a period of 36 months from the date of being placed on the convicted vendor list.
No fax or electronic submissions will be accepted.
City Clerk April 15, 2007
RFP #07-003 Legislative Consulting 3
CITY OF OCOEE
' REQUEST FOR PROPOSALS (RFP) #07-003
LEGISLATIVE CONSULTING SERVICES
' Proposal Instructions:
' A. Sealed proposals for RFP #07-003 will be received by the City of Ocoee, hereinafter
called "The City", by any person, firm, corporation or agency submitting a RFP for
t the services proposed, hereinafter called "Respondent". Each Respondent shall
furnish the information required on the proposal form supplied and each
accompanying sheet thereof on which an entry is made. Proposals submitted on
' any other format shall be disqualified. Please check your prices before submission
of proposal as no changes will be allowed after proposal closing date. Proposals
must be typewritten or handwritten using ink. Do not use pencil. No erasures
permitted. Mistakes may be crossed out and the correction typed adjacent and must
be initialed and dated by person signing the proposal. Proposal documents must be
signed by a legally responsible representative, officer, or employee and should be
' properly witnessed and attested. All proposals should also include the name and
business address of any person, firm or corporation interested in the proposal either
as a principal, member of a firm or general partner. If the respondent is a
' corporation, the proposal should include the name and business address of each
officer, director, and holder of 10% or more of the stock of such corporation.
' B. Any questions or concerns regarding this RFP should be addressed in writing to the
Finance/Purchasing Department, City of Ocoee, FL, Attention: Joyce Tolbert,
Purchasing Agent (407) 905-3100, extension 1516 and fax (407) 656-3501 or email
' itolbert(a.ci.ocoee.fl.us, and shall be received not later than May 4, 2007 at 5:00
p.m. Any clarifications/changes will be through written addenda only, issued by the
Purchasing Agent. Respondents should not contact City staff, with the exception of
' the Purchasing Agent, or other City consultants for information regarding this RFP
before the bid award date. Any contact with any other member of the City Staff, City
Commission, or its Agents during the bid, award, and protest period may be grounds
for disqualification.
' C. Proposals must be received as one (1) original and nine (9) copies by the Finance
Department not later than 2:00 P.M., local time, on May 17, 2007. Proposals
received by the Finance/Purchasing Department after the time and date specified
' will not be considered, but will be returned unopened. "Postage Due" items will not
be accepted. Proposals or any information transmitted by fax or e-mail will not be
accepted. Proposals shall be delivered in a sealed envelope, clearly marked with
' the RFP number, title, and closing date and time to:
City of Ocoee Finance Department
' Attention: Purchasing Agent
150 N Lakeshore Drive
Ocoee, FL 34761-2258
' RFP #07-003 Legislative Consulting 4
D. Pre -Proposal Conference: None Scheduled.
E. Proposals will be reviewed by a selection committee appointed by the City Manager
' and will be ranked in accordance with the established evaluation criteria. Date, time,
and location of any scheduled selection committee meeting(s) for this RFP will be
noticed publicly and on Demandstar. The selection committee shall recommend
' ranking of the proposals and recommendation for selection to the City Commission for
approval. Please be aware that all City Commission meetings are duly noticed public
meetings and all documents submitted to the City as a part of a bid constitute public
' records under Florida law.
F. All Respondents shall thoroughly examine and become familiar with this RFP package
' and carefully note the items specifically called for in this RFP which must be
submitted.
G. Submission of a proposal shall constitute an acknowledgment that the
Respondent has complied with the instructions of this RFP. The failure or
neglect of a Respondent to receive or examine a document shall in no way relieve it
from any obligations under its proposal or the contract. No claim for additional
compensation will be allowed which is based upon a lack of knowledge or
understanding of any of the Contract Documents or the scope of services. Proposals
shall be in compliance with the contract documents/scope of services. All costs to
prepare and submit proposals shall be the responsibility of the Respondent and
no reimbursement of any kind shall be reimbursed by the City.
H. Any response by the City to a request for information or correction will be made in the
form of a written addendum which will be mailed, e-mailed or faxed by Demandstar to
all parties to whom the RFP package have been issued. It shall be the responsibility
of each Respondent to obtain a copy of all issued Addenda. The City reserves the
right to issue Addenda, concerning date and time of proposal closing, at any time up
to the date and time set for proposal closing. In this case, proposals that have been
received by the City prior to such an addendum being issued, will be returned to the
respondent, if requested, unopened. In case any respondent fails to acknowledge
receipt of any such Addendum in the space provided in the RFP documents, its
bid will nevertheless be construed as though the Addendum had been received
and acknowledged. Submission of a proposal will constitute acknowledgment
of the receipt of the RFP Documents and all Addenda. Only interpretations or
corrections provided by written Addenda shall be binding on the City. Respondents
are cautioned that any other source by which a respondent receives information
concerning, explaining, or interpreting the RFP Documents shall not bind the City.
I. Any of the following causes may be considered as sufficient for the disqualification
and rejection of a proposal:
a) Submission of more than one (1) proposal for the same work by an individual, firm,
partnership or corporation under the same or different name. For purposes of this
subparagraph, firms, partnerships or corporations under common control may be
considered to be the same entity;
RFP #07-003 Legislative Consulting 5
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b) Evidence of collusion between or among the Respondents;
c) Being in arrears on any existing contracts with the City, or litigation with the City or
having defaulted on a previous contract with the City;
d) Poor, defective or otherwise unsatisfactory performance of work for the City or any
other party on prior projects which, in the City's judgment and sole discretion, raises
doubts as to the Respondent's ability to properly perform the services; or
e) Any other cause which, in the City's judgment and sole discretion, is sufficient to
justify disqualification of Respondent or the rejection of its proposal.
J. CONVICTED VENDOR LIST (PUBLIC ENTITY CRIME). A person or affiliate who has
been placed on the convicted vendor list following a conviction for a public entity crime
may not submit a proposal on an award to provide any goods or services to a public
entity, may not submit a proposal on an award with a public entity for the construction or
repair of a public building or public work, may not submit proposals on leases of real
property to a public entity, may not be awarded or perform work as a Contractor,
Supplier, Subcontractor, or Consultant under an award with any public entity, and may
not transact business with any public entity in excess of the threshold amount provided
in section 287.017 for Category Two ($25,000.00 and greater) for a period of 36 months
from the date of being placed on the convicted vendor list. [See Florida State Statute
287.133 (2) (a).
K. FLORIDA PUBLIC RECORDS LAW. In accordance with Chapter 119 of the Florida
Statutes, and, except as may be provided by Chapter 119 of the Florida Statutes and
other applicable State and Federal Laws, all Respondents should be aware that the
proposal and the responses thereto are in the public domain and are available for public
inspection. Respondents are requested, however, to identify specifically any information
contained in their proposal which they consider confidential and/or proprietary and
which they believe to be exempt from disclosure, citing specifically the applicable
exempting law. All proposals received in response to this request of proposal become
the property of the City of Ocoee and will not be returned. In the event of an award, all
documentation produced as part of the contract will become the exclusive property of
the City.
No proposal may be withdrawn and all proposed prices shall remain firm for a
period of ninety (90) days after the time and date scheduled for the proposal
deadline. A request for withdrawal or modification of a proposal may be
submitted to the Purchasing Agent, in writing, at any time prior to the deadline for
submitting bids. After expiration of the deadline for receiving bids, no bid may be
withdrawn or modified.
The City reserves the right to accept or reject any or all proposals, to waive
informalities or irregularities, to request clarification of information submitted in
any proposal, or to re -advertise for new proposals. The City may accept any item
or group of items of any proposal, unless the respondent qualifies his/her
proposal by specific limitations. The City may accept one or more proposals if in
the City's best interest.
RFP #07-003 Legislative Consulting
0
I
Award, if made, will be to the most responsible and responsive respondent
whose proposal, in the City's opinion, will be most advantageous to the City,
price and other factors considered. The City reserves the right, to aid it in
determining which proposal is responsible, to require a respondent to submit
such evidence of respondent's qualifications as the City may deem necessary,
and may consider any evidence available to the City of the financial, technical,
and other qualifications and abilities of a respondent, including past performance
(experience) with the City and others. The City Commission shall be the final
authority in the award of any and all proposals.
(remainder of page left blank intentionally)
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RFP #07-003 Legislative Consulting 7
aq
RFP #07-003 GENERAL TERMS & CONDITIONS:
it
J
1. BID SECURITY:
None Required.
2. PERFORMANCE AND PAYMENT BONDS:
None Required.
3. PATENT INDEMNITY:
Except as otherwise provided, the successful respondent agrees to indemnify the City
and its officers, agents, and employees against liability, including costs and expenses
for infringement upon any letters patent of the United States arising out of the
performance of this Contract.
Further, the Respondent shall fully indemnify, defend, and hold harmless the City and
its officers, agents, and employees from any suits, actions, damages, and costs of every
name and description, including attorneys' fees, arising from or relating to violation or
infringement of a trademark, copyright, patent, trade secret, unpatented invention, or
intellectual property right. If the bidder uses any design, device, or materials covered by
letters, patent, or copyright, it is mutually agreed and understood without exception that
the bid price shall include all royalties or cost arising from the use of such design,
device, or materials.
4. PRICING:
Pricing should be provided as indicated on the Scope of Work/Price Proposal Form
attached, to include any alternate proposals. Please note that alternate proposals will
not be accepted unless specifically called for on the Scope of Services/Price Proposal
Form. Cost of preparation of a response to this proposal is solely that of the
Respondent and the City assumes no responsibility for such costs incurred by the
Respondent.
By submission of this proposal, the Respondent certifies, and in the case of a joint
proposal, each party thereto certifies as to its own organization, that in connection with
this procurement:
' a) The prices in this RFP have been arrived at independently, without consultation,
communication, or agreement for the purpose of restricting competition, as to any
matter relating to such prices with any other Respondents or with any competitor;
b) Unless otherwise required by law, the prices which have been provided in this RFP
have not been knowingly disclosed by the Respondent and will not knowingly be
' RFP #07-003 Legislative Consulting 8
disclosed by the Respondent prior to opening, directly or indirectly to any other
Respondent or to any competitor;
c) No attempt has been made or will be made by the Respondent to induce any other
person or firm to submit or not to submit a proposal for the purpose of restricting
competition. Every contract, combination or conspiracy in restraint of trade or
commerce in this State is unlawful (Florida Statutes, Section 542.18 and all
applicable federal regulations);
5. PROTESTS:
' The City's Finance/Purchasing Department will consider Protests seeking contract
award, damages, and/or any other relief. Any Respondent seeking to file a Bid Protest
SHALL use the following procedures:
1. A Respondent SHALL file a written Protest under this Article, or be barred any
relief.
2. A Protest: (a) must be in writing (oral protests will NOT be acknowledged); (b)
the content of the Protest shall fully state the factual and legal grounds for the protest
and the legal basis for the relief requested; and (c) The Protest shall be filed with the
Purchasing Agent not later than three (3) calendar days after the posting of the notice of
intent to award or recommendation of award by staff.
3. After a Protest has been properly filed with the City, the City, by and through its
Finance/Purchasing Department shall make a determination on the merits of the protest
not later than five (5) business days after receipt of the protest. If the City denies the
protest, the City may proceed with the award of the Contract unless enjoined by order of
a Court of competent jurisdiction.
4. A Protest shall be limited to the following grounds: (a) issues arising from the
procurement provisions of the Project Manual and/or the Proposal Package or Contract
Documents; and/or (b) applicable federal, state or local law.
6. DRUG -FREE WORKPLACE:
If applicable, provide a statement concerning the respondent's status as a Drug -Free
Work Place or evidence of an implemented drug -free workplace program.
7. CONTRACT:
a) The successful Respondent, hereinafter referred to as Consultant will be required to
I' enter into a contract with the City. The contract term is for one (1) year with two (2)
one (1) year renewal options.
b) The City may in its sole discretion award any additional services, whether in the
existing areas, or in any addition to the existing areas, or any additional area, to any
third party, or such services may be performed by the City's employees. Consultant will
IRFP #07-003 Legislative Consulting
9
Id
be expected to cooperate with any or all other Consultants who may be performing
services for the City.
' 8. CERTIFICATION OF NON -SEGREGATED FACILITIES
'
The respondent certifies that it does not and will not maintain or provide for the
Respondent's employees any segregated facilities at any of the Respondent's
establishments and that the Respondent does not permit the Respondent's employees
to perform their services at any location, under the Respondent's control, where
segregated facilities are maintained. The Respondent agrees that a breach of this
certification will be a violation of the Equal Opportunity clause in any contract resulting
tfrom
acceptance of this Proposal. As used in this certification, the term "segregated
facilities" means any waiting room, work areas, time clocks, locker rooms and other
storage and dressing areas, parking lots, drinking facilities provided for employees
rwhich
are segregated on the basis of race, color, religion, national origin, habit, local
custom, or otherwise. The Respondent agrees that (except where the Respondent has
obtained identical certification from proposed contractors for specific time periods) the
'
Respondent will obtain identical certifications from proposed subcontractors prior to the
award of such contracts exceeding $10,000 which are not exempt from the provisions of
the Equal Opportunity clause, and that the Respondent will retain such certifications in
'
the Respondent files.
'
The non-discriminatory guidelines as promulgated in Section 202, Executive Order
11246, and as amended by Executive Order 11375 and as amended, relative to Equal
Opportunity for all persons and implementations of rules and regulations prescribed by
the U.S. Secretary of labor, are incorporated herein.
9. STATEMENT OF AFFIRMATION AND INTENT:
The Respondent declares that the only persons or parties interested in their proposal
are those named herein, that this proposal is, in all respects, fair and without fraud and
that it is made without collusion with any other vendor or official of the City of Ocoee.
Neither the Affiant nor the above named entity has directly or indirectly entered into any
agreement, participated in any collusion, or otherwise taken any action in restraint of
free competitive pricing in connection with the entity's submittal for the above project.
This statement restricts the discussion of pricing data until the completion of
negotiations and execution of the Agreement for this project.
The Respondent certifies that no City Commissioner, other City Official or City
employee directly or indirectly owns assets or capital stock of the Responding entity, nor
will directly or indirectly benefit by the profits or emoluments of this proposal. (For
purposes of this paragraph, indirect ownership or benefit does not include ownership or
benefit by a spouse or minor child.)
The Respondent certifies that no member of the entity's ownership or management is
t presently applying for an employee position or actively seeking an elected position with
the City. In the event that a conflict of interest is identified in the provision of services,
the Respondent agrees to immediately notify the City in writing.
tRFP #07-003 Legislative Consulting 10
I
The Respondent further declares that a careful examination of the scope of services,
' instructions, and terms and conditions of this RFP has occurred, and that the proposal
is made according to the provisions of the RFP documents, and will meet or exceed the
scope of services, requirements, and standards contained in the RFP documents.
Respondent agrees to abide by all conditions of the negotiation process. In
conducting negotiations with the City, Respondent offers and agrees that if this
negotiation is accepted, the Respondent will convey, sell, assign, or transfer to the City
all rights, title, and interest in and to all causes of action it may now or hereafter acquire
under the Anti-trust laws of the United States and the State of Florida for price fixing
relating to the particular commodities or services purchased or acquired by the City. At
the City's discretion, such assignment shall be made and become effective at the time
the City tenders final payment to the Respondent. The proposal constitutes a firm and
binding offer by the Respondent to perform the services as stated.
10. PUBLIC ENTITY CRIME STATEMENT:
All Invitations to Bid as defined by Section 287.012(11), Florida Statutes, requests for
proposals as defined by Section 287.012(16), Florida Statutes, and any contract
document described by Section 287.058, Florida Statutes, shall contain a statement
informing persons of the provisions of paragraph (2)(a) of Section 287.133, Florida
Statutes, which reads as follows:
"A person or affiliate who has been placed on the convicted vendor list following a
conviction for a public entity crime may not submit a bid on a contract to provide any
goods or services to a public entity, may not submit a bid on a contract with a public
entity for the construction or repair of public building or public work, may not submit
proposals on leases of real property to a public entity, may not be awarded or perform
work as a contractor, supplier, subcontractor, or consultant under a contract with any
public entity, and may not transact business with any public entity in excess of the
threshold amount provided in Section 287.017, for CATEGORY TWO for a period of 36
months from the date of being placed on the convicted vendor list."
All bidders that submit a Bid or Request for Proposal to the City of Ocoee are
guaranteeing that they have read the previous statement and by signing the bid
documents are qualified to submit a bid under Section 287.133, (2)(a), Florida
Statutes.
11. STANDARD INSURANCE TERMS & CONDITIONS:
The Contractor shall not commence any work in connection with an Agreement until all of the
following types of insurance have been obtained and such insurance has been approved by the
City, nor shall the Contractor allow any Subcontractor to commence work on a subcontract until
all similar insurance required of the subcontractor has been so obtained and approved. Policies
other than Workers' Compensation shall be issued only by companies authorized by subsisting
certificates of authority issued to the companies by the Department of Insurance of Florida
which maintain a Best's Rating of "A" or better and a Financial Size Category of "VII" or better
according to the A.M. Best Company. Policies for Workers' Compensation may be issued by
companies authorized as a group self -insurer by F.S. 440.57, Florida Statutes.
RFP #07-003 Legislative Consulting 11
a) Loss Deductible Clause: The City shall be exempt from, and in no way liable for, any sums
of money which may represent a deductible in any insurance policy. The payment of such
deductible shall be the sole responsibility of the General Contractor and/or subcontractor
providing such insurance.
b) Workers' Compensation Insurance: The Contractor shall obtain during the life of this
Agreement, Worker's Compensation Insurance with Employer's Liability Limits of
$500,000/$500,000/$500,000 for all the Contractor's employees connected with the work of
this project and, in the event any work is sublet, the Contractor shall require the
subcontractor similarly to provide Workers' Compensation Insurance for all of the latter's
employees unless such employees are covered by the protection afforded by the Contractor.
Such insurance shall comply fully with the Florida Workers' Compensation Law. In case any
class of employees engaged in hazardous work under this contract for the City is not
protected under the Workers' Compensation statute, the Contractor shall provide, and cause
each subcontractor to provide adequate insurance, satisfactory to the City, for the protection
of the Contractor's employees not otherwise protected.
■ Include Waiver of Subrogation in favor of the City of Ocoee
c) Contractor's Public Liability and Property Damage Insurance: The Contractor shall obtain
during the life of this Agreement COMMERCIAL AUTOMOBILE COVERAGE, this policy
should name the City of Ocoee as an additional insured, and shall protect the Contractor and
the City from claims for damage for personal injury, including accidental death, as well as
claims for property damages which may arise from operations under this Agreement whether
such operations be by the Contractor or by anyone directly or indirectly employed by the
Contractor, and the amounts of such insurance shall be the minimum limits as follows:
' 1) Automobile Bodily Injury Liability & Property Damage Liability
■ $1,000,000 Combined single limit per occurrence (each person, each accident)
■ All covered automobile will be covered via symbol 1
■ Liability coverage will include hired & non -owned automobile liability
■ Include Waiver of Subrogation in favor of The City of Ocoee
2) Comprehensive General Liability (Occurrence Form) - this policy should name the City of
' Ocoee as an additional insured and should indicate that the insurance of the Contractor is
primary and non-contributory.
■ $2,000,000 GENERAL AGGREGATE
' ■ $2,000,000 PRODUCTS -COMPLETED OPERATIONS AGGREGATE
■ $1,000,000 PER OCCURRENCE.
■ $1,000,000 PERSONAL & ADVERTISING INJURY
' ■ Include Waiver of Subrogation in favor of the City of Ocoee
3) Subcontractor's Comprehensive General Liability Automobile Liability and Worker's
' Compensation Insurance: The Contractor shall require each subcontractor to procure and
maintain during the life of this subcontract, insurance of the type specified above or insure
the activities of these subcontractors in the Contractor's policy, as specified above.
' 4) Owner's Protective Liability Insurance: As applicable for construction projects, providing
coverage for the named insured's liability that arises out of operations performed for the
named insured by independent contractors and are directly imposed because of the named
' insured's general supervision of the independent contractor. The Contractor shall procure
and furnish an Owner's Protective Liability Insurance Policy with the following limits:
$1,000,000, and per occurrence, $2,000,000. Aggregate and naming the City of Ocoee as
the Named Insured.
IRFP #07-003 Legislative Consulting 12
5) Contractual Liability: If the project is not bonded, the Contractor's insurance shall also
include contractual liability coverage to insure the fulfillment of the contract. NOTE: PUBLIC
LIABILITY INSURANCE AND AUTOMOBILE LIABILITY INSURANCE, THE CITY SHALL
BE NAMED AS ADDITIONAL INSURED.
■ $1,000,000 PER OCCURRENCE
■ $2,000,000 AGGREGATE
' 6) Commercial Umbrella:
■ $1,000,000 PER OCCURRENCE
■ $2,000,000 Aggregate
■ Including Employer's Liability and Contractual Liability
7) Certificates of Insurance: Certificate of Insurance Form (see sample attached), naming the
City of Ocoee as an additional insured will be furnished by the Contractor upon notice of
award. These shall be completed by the authorized Resident Agent and returned to the
' Office of the Purchasing Agent. This certificate shall be dated and show:
8) The name of the Insured contractor, the specific job by name and job number, the name of
the insurer, the number of the policy, its effective date, its termination date.
9) Statement that the Insurer shall mail notice to the Owner at least thirty (30) days prior to any
material changes in provisions or cancellation of the policy, except ten (10) days written
notice of cancellation for non-payment of premium.
(remainder of page left blank intentionally)
I
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RFP #07-003 Legislative Consulting 13
`r-,J
Q Oga CERTIFICATE OF LIABILITY INSURANCE 0P10 J
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11 09 04
PRODUCa
THIS CERTIFICATE 18 183UED AS A MATTER OF INFORMATION
ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE
HOLDER. THIS CERTIFICATE DOES NOT AMEND, EXTEND OR
ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW.
INSURERS AFFORDING COVERAGE NAIL s
INSVRED
VaLIRERA. AR Mtt 4t A a Mtbt
tlasrgl l
NEUREAQ
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COVERAGES
THE POLICIES OF INSURANCE LISTED WiLOW HAVE SEEN WJED TO THE k$UREO NARK AGM MR THE POLICY PEA DO INDICATED. NOTWTTHWANOING
ANY MIRWANI ENT. TOY OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT W rt RESPECT TO WHICH TNm CERrW1CATE MAY Se 1SUM OR
NAY Pa1TAK THE 949UPMCE AFFORDED SY THE POLNCKA DESCRIVED HFREII a SUNJECT TO ALL THE TEma EXC WEONS AND COHOrtOHS OF SLICH
POLICIES. AOGREOATE LLMTT4 SHOWN WY HAYS SM RFDUCSO SY PAIO CWItl
LTR TYPE Or /mllRAI/CE POL1L`I RlaleER DA DATE
aEy UAIIKm
X X cOAaEILCLALOENERKLRABRT'
�cLARmmAOE DoccLR+
LIMBS
EACHOCCTRINDICE 31,000,000
PRELDSES bmeFtnof f 50, DDO
EIEflEID'IAPr�EPR'H^"I $5,000
PERSONALtAOY*WRY $1,000,000
%2,000,000
j -- I �oENERAADOREDATE
PROdCTE•COVgPAGG 12,000,00D
jOJN%AGGREGATEwrtAPPLNSPm
` POUCY ,, Lac
AUTDNONLR
LIAaSJTT
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INGLE UNIT 11000,000
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ANY AUTO
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SCHEDLASO AUTOS
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BOIXLY INJURYy
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FR�OOI'RRAGE f
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AUTO ONLY. AGO S
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X I ... OCCUR = CLAW WADE I
FACNOCCURIE.NCE 11,000,ODO
AOGREOATT i 2,000,000
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RETENTION f 1
ER
t WORKS COraNaA rKM AND I
meLDYERa'LNaLlT'I
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4. DISWE• EA EMPLOEE 1 Y50D 000 --
ANY PROPRETOMARTNBVEJLECUTNE I
OFKKM^UGWKR EXCLUDED?
ETZ P�RO'JLSiONE aroN
CAL
E.L OgEME• POLICY LAIR 1500,000
OTHER
Builders Risk
Any 1 Loc 100,000
Any 1 Occ 1,000,000
DESCIIIPTIOM OF OPGRATONS I LOCATIONS I WHIMEa I EXCLUSIONS ADDED BY EMDOREIA W I tPBC.IAI PRoHASIDTs
The insurance evidenced by this certificate •hall name the certificate
holders as an additional insured on the General Liability i Umbrella
Liability. Workers' Compensation, Employers' Liability & General Liability
shall contain a Waiver of Subrogation in favor of the certificate holder.
The certificate holder is added as a lira tiBdfmHTIRisk-
CERTIFICATE HOLDER' CANCELLATION
OCOEE 01 SHOULD ANY OF THE ACE D"emaao Faun at C"MLRO SIRMI THE ZXP RATRR•
DATE THEREOF. THE "LYAG INSURER WILL ENDEAVOR TD MAHL 10 DAVS WWrMN
NOTICE TO THE CERTNHCATS HOLDER NAKED TO THE LET. 1UT FAILURE TO DO 30 SHALL
City Of Ocoee MIMI NO OBLIGATION ON LLAIRM OF ANY IOND LOON THE INSURn1. RE AOENTS OR
150 H. Laksehore Drive RREaTATNSL
Ocoaa !L 14761-22Va
58 AUTNORetD REPs"00ATNE
ACORO 25 (20011041 V A-0K I ea `_ O ACORO CORPORATION THE
RFP #07-003 Legislative Consulting 14
12. SUMMARY OF LITIGATION:
Provide a summary of any litigation, claim(s), bid or contract dispute(s) filed by or
against the Respondent in the past five (5) years which is related to the services that
the Respondent provides in the regular course of business. The summary shall state
the nature of the litigation, claim, or contact dispute, a brief description of the case, the
outcome or projected outcome, and the monetary amounts involved. If none, please so
state.
(Attach additional sheets if necessary)
13. ACKNOWLEDGMENT OF ADDENDA:
Respondent acknowledges receipt of the following addenda:
No. Dated
No. Dated
No. Dated
(remainder of page left blank intentionally)
RFP #07-003 Legislative Consulting 15
CITY OF OCOEE
REQUEST FOR PROPOSALS (RFP) #07-003
LEGISLATIVE CONSULTING SERVICES
SCOPE OF WORK
A. Purpose
The City of Ocoee invites all interested, qualified Firms with municipal experience to submit a
proposal to provide professional consulting services for representing the City of Ocoee in
legislative matters at the State and, as needed, at the Federal level. Implicit responsibilities of
the successful Respondent will be to advise the City of the impacts of proposed regulatory and
legislative changes and to identify areas where State or Federal funding is available. The
Contract will be for one (1) year with two (2) one (1) year renewal options.
B. Scope of Work
The successful firm will have municipal experience in providing legislative and lobbying
services at the State and Federal level to assist the City of Ocoee in developing a legislative
agenda and securing funding. This agenda will include areas of general municipal government,
including but no limited to: telecommunications, sanitation waste disposal, parks and
recreation services, economic development, streets and transportation, sanitary sewer,
stormwater, infrastructure, finance and taxation, police and fire services, homeland security,
grants, growth management, planning, legislative issues that restrict the powers of local
government such as eminent domain and annexation, and other issues affecting municipalities
as more fully described in the RFP.
The successful firm must agree to be available at all times upon reasonable request to meet
' with City Commission, City staff and others as specified in order to perform the responsibilities
assigned; and to attend meetings, represent the interest of the City, and act as liaison between
the City and all branches, departments, and agencies of the State and Federal government. It
' is expected that the successful firm will review and understand the agendas of the House and
Senate leaders at the State and Federal level in order to assist the City to strategically seek
funds.
The successful firm will work collaboratively with the City to develop the City's State and
Federal program and represent the City's interests in Tallahassee, Florida and Washington,
D.C.
The successful firm will handle a range of activities including, but not limited to:
1. Work closely with the City to develop a detailed legislative strategic plan, to be referred
to as the City of Ocoee State and Federal Legislative Program.
2. A minimum of two (2) meetings will be required in the City of Ocoee to assist in the
development of the City's State and Federal Legislative Program. Status updates may
be presented to the City Commission on a semi-annual basis and as -needed or
required throughout the term of the Contract.
3. Identify State and Federal grant opportunities; draft funding/grant applications in
collaboration with the City, which addresses specific funding needs of the City; monitor
RFP #07-003 Legislative Consulting 16
and facilitate the progress of funding/grant applications through appropriate state and
federal agencies on behalf of the City, when requested.
4. Assist the City in the preparation of appropriations requests and required sub -committee
forms.
5. Identify and aggressively act to obtain funding for the City of Ocoee legislative projects.
6. Review on a continuing basis all existing and proposed State and Federal legislation
policies and programs. Identify those issues that may affect the City or its citizens, and
regularly inform the City on these matters. Provide legal and legislative expertise and
consulting services.
7. Review the legislative policy statements adopted by the Florida League of Cities, Florida
Associates of Counties, National League of Cities and other local government and
lobbying groups for the purpose of identifying issues which may either positively or
negatively affect the City.
8. Identify other state and federal legislation of interest to the City, monitor action on these
initiatives, and advocate the City's interest when appropriate and directed to by the City.
9. Monitor State and Federal legislative committee meetings, agency hearing and
meetings prior to and during the regular and special legislative session(s) at which
specific issues with the City's adopted Legislative Program are considered, as well as
other issues that may arise that affect the City.
10. Work with the City Commission, City Manager and designated staff to develop special
or general legislation in keeping with, or the City adopted Legislative Program.
11. Develop and evaluate strategy for the support, opposition, or amendment of pending
legislation.
12.Testify and lobby before State and Federal legislative and appropriations committees as
necessary on behalf of the City, during the annual legislative session, extended, or
special session(s) and at legislative committee meetings if directed by the City.
13.Appear and testify before agency hearings, rule making proceedings and other
administrative agency or legislative meetings, as required, to promote, oppose, and
seek passage of legislation affecting the City or its citizens, and specific legislation
contained in the City's Legislative Program.
14. Coordinate appointments or meetings between the City Commission and/or City Staff,
other designated individuals, and Congressional leaders.
15.Assist the City in drafting any needed letters to State and Federal Congressional
leaders regarding issues of interest and concern to the City of Ocoee.
16. Provide written monthly updates and quarterly status reports on the firm's achievements
as they relate to the goals and objectives set forth in the City's Legislative Program.
17.Other required reports may include, but not necessarily be limited to, personal briefings
and information bulletins pertinent to any legislation, rules, or regulations and other
State or Federal policies or programs that affect the City and its citizens either directly
or indirectly.
18. While the Legislature is in Session, a written summary report shall be submitted at the
end of each week detailing legislative action taken during the week, status of legislative
issues, anticipated action for the upcoming week, and suggestion action that City staff
or elected officials may implement.
19.A written report that summarizes the status of the City's Legislative Program shall be
provided within one (1) week of the closing of the session and a more detailed final
written report on specific legislation and new requirements affecting the City shall be
provided within a reasonable time period, not to exceed thirty (30) days from the close
of session.
RFP #07-003 Legislative Consulting 17
20. When the Legislature is not in Session, the successful firm shall provide periodic reports
(at least monthly) on issues of interest or concern to the City. Such information may
include, but necessarily limited to: action taken at interim committee meetings, rule
making hearings, status of studies underway, and advance notice of legislation being
proposed. Legislative sessions include but are not limited to scheduled, extended, or
special legislative sessions or meetings and State or Federal administrative and agency
hearings, meetings, or rule meeting proceedings.
21.In addition to representing the City as a whole through legislative sessions the
respondent shall also work on local issues, if requested by the City.
C. Submittals
' The City of Ocoee requires comprehensive responses to every section within this RFP. To
facilitate the review of the responses, Firms shall follow the described proposal format. The
intent of the proposal format requirements is to expedite review and evaluation. It is not the
intent to constrain Firms with regard to content, but to assure that the specific requirements set
forth in this RFP are addressed in a uniform manner amenable to review and evaluation.
' Submissions shall be limited to a total of fifty (50) 8.5"x 11" pages (excluding front and back
covers, dividers, and all forms included in this RFP), single -sided, portrait orientation, 12-point
font. The person signing the RFP on behalf of the Respondent shall have the legal authority to
' bind the Respondent to the submitted Proposal.
In order to simplify the review process and obtain the maximum degree of comparison, the
Respondent must use the following format in responding to the RFP.
TAB A Qualifications and experience
1.
Briefly introduce your firm, providing a summary of the administration,
organization and staffing of your firm, including multiple offices, is applicable.
Provide an organizational chart indicating the positions and names of the core
management team which will undertake this engagement.
2.
Identify the project manager and each individual who will work as part of this
'
engagement. Include resumes for each person to be assigned. Include any
professional designations and affiliations, certifications and licenses, etc.
Include current Lobbyist Registration Form with the Florida Lobbyist
'
Office.
3.
Describe the experience of the firm in the last thirty-six (36) months in
performing consulting services in similar size and scope.
4.
The same information must be provided for any associate firm or sub -
consultant.
5.
Describe five (5) instances in which your firm was successful in obtaining
funding for a municipality similar in size to the City of Ocoee in the following
areas: transportation, economic development, affordable housing,
environmental mitigation, homeland security, and infrastructure
improvements.
6.
Specify the firm's particular area of expertise and how those strengths will
benefit the City of Ocoee.
'
RFP #07-003 Legislative
Consulting 18
7. Specify what unique characteristics set the firm apart from others who
perform the same or similar functions.
TAB B Rates and expenses
1. Provide a detailed fee schedule. Express your administrative fee in a lump
sum not -to -exceed maximum amount and separate price for travel and
related expenses (if applicable). Include the attached Proposal Form.
2. Firm shall incur no travel or related expenses chargeable to the City without
prior approval by an authorized City representative.
3. Consultants may submit proposals based on a lump sum basis payable
monthly over the course of the year or on an hourly fee basis. All proposals
must include a maximum not -to -exceed amount. Expenses not specifically
listed will not be considered.
4. The actual contract amount will be negotiated after the consultant had been
selected and the scope of work finalized.
TAB C Methodology including technical approach and understanding of the scope
of the project.
1. Proposals must include a narrative description of the Firms' plan for
accomplishing the work and services to be provided to the City.
2. Proposals must indicate a clear understanding of the scope of work, including
a detailed project plan for this engagement outlying major tasks and
responsibilities, time frames, and staff assigned for each category of the
scope of work identified above.
3. Proposals shall identify progress reports that will be made available during
the process and key decision points.
4. Proposals shall clearly distinguish the Firms' duties and responsibilities and
those of the City. Absence of this distinction shall mean the Firm is assuming
full responsibility for all tasks.
TAB D References
1. Provide references for similarly successful projects from five (5) current
governmental agencies, including the name of the agency, contact name,
telephone, fax, and email address.
TAB E Required Forms
Include any other forms included in this RFP that are required to be submitted
with your proposal; such as: Company Information/Signature Sheet, Summary of
Litigation, acknowledgment of any Addenda issued. Also include a statement of
willingness to sign the City's Standard Form of Agreement.
RFP #07-003 Legislative Consulting 19
Selection Process
The criteria for making an award recommendation are as follows:
■ Qualifications and Experience 30 Points
• Rates and Expenses 30 Points
• Methodology including technical approach and understanding of the scope of
the project 25 Points
■ References 15 Points
The short listed firms may be invited for interviews and/or formal presentations prior to final
selection. The City Commission shall select the highest -ranked qualified firm or will document
the reason for not selecting the highest -ranked firm. The City reserves the right to accept or
reject any or all proposals, to waive informalities or irregularities, to request clarification of
' information submitted in any proposal, or to re -advertise for new proposals. The City may
accept any item or group of items of any proposal.
The City will make an Award, in its absolute and sole discretion to the most responsible and
responsive Respondent whose proposal, in the City's opinion, will be most advantageous to
the City, price and other factors considered. The City reserves the right, to aid it in determining
which proposal is responsible, to require a Respondent to submit such evidence of
qualifications as the City may deem necessary, and may consider any evidence available to
the City of the financial, technical, and other qualifications and abilities of a Respondent,
tincluding past performance (experience) with the City and others. The City Commission shall
be the final authority in the award of any and all proposals.
No proposal may be withdrawn and all proposed prices shall remain firm for a period of ninety
(90) days after the time and date scheduled for the proposal deadline.
(remainder of page left blank intentionally)
IRFP #07-003 Legislative Consulting 20
REQUEST FOR PROPOSALS (RFP) #07-003
LEGISLATIVE CONSULTING SERVICES
PROPOSALFORM
Annual Lump Sum not -to -exceed
Maximum Amount
Dollars and
Hourly Rate for additional services
(i.e. Travel and Related Expenses)
Attach additional sheets if necessary.
Dollars and
Company Name
Authorized Signature
Name/Title (print)
Professional License Number
Ej
Cents
Cents
RFP #07-003 Legislative Consulting 21
RFP #07-003 COMPANY INFORMATION/SIGNATURE SHEET
FAILURE TO COMPLY WITH THESE RFP INSTRUCTIONS WILL RESULT IN DISQUALIFICATION OF YOUR
PROPOSAL'. PLEASE SIGN BELOW ATTESTING THAT YOU HAVE READ AND UNDERSTAND ALL RFP
INSTRUCTIONS AND THAT THE PRICES REFLECTED ON THE "SCOPE OF SERVICES/PRICE PROPOSAL
FORM" ARE ACCURATE AND WITHOUT COLLUSION.
COMPANY NAME
AUTHORIZED SIGNATURE (manual)
NAME/TITLE (PLEASE PRINT)
STREET ADDRESS
CITY STATE ZIP
FEDERAL ID #
Individual Corporation
Sworn to and subscribed before me this
Personally Known or
Produced Identification
(Type of Identification)
TELEPHONE (INCLUDE AREA CODE)
FAX (INCLUDE AREA CODE)
E-MAIL ADDRESS
IF REMITTANCE ADDRESS IS DIFFERENT
FROM PURCHASE ORDER ADDRESS,
PLEASE INDICATE BELOW:
Partnership Other (Specify)
day of , 20
Notary Public - State of
County of
Signature of Notary Public
Printed, typed or stamped
Commissioned name of Notary Public
RFP #07-003 Legislative Consulting 22
� GRAY ROBINSON
ATTORNEYS AT LAW
t
REQUEST FOR PROPOSALS
' CITY OF OCOEE
LEGISLATIVE CONSULTING SERVICES
' RFP #07-003
1
RESPECTFULLY SUBMITTED BY:
'
GRAYROBINSON, P.A.
301 EAST PINE STREET, SUITE 1400
ORLANDo, FL 32801
'
407-843-8880
WW W.GRAY-ROBfNSON.COM
GRAYIROBINSON
ATTORNEYS AT LAW
407-843-8880
FLEONHARDT@GRAY-ROBINSON. COM
VIA HAND -DELIVERY
City of Ocoee
Attn: Joyce Tolbert
Purchasing Agent
150 N. Lakeshore Drive
Ocoee, FL 34761
SUITE 1400
301 EAST PINE STREET (32801)
P.O. BOX 3068
CLERMONT
ORLANDO, FL 32802-3068
FORT LAUDERDALE
TEL 407-843-8880
fACKSONVILLE
l
FAX 407-244-5690
gray-robinson.com
KEY WEST
LAKELAND
MELBOURNE
NAPLES
ORLANDO
May 17, 2007
TALLAHASSEE
TAMPA
Re: Request for Proposals — Legislative Consulting Services, RFP #07-003
Dear Ms. Tolbert:
We are pleased to submit this response to the Request for Proposals regarding Legislative
Consulting Services for the City of Ocoee.
We believe our response provides you with the information required to evaluate our
qualifications. We welcome the opportunity to provide to you and the selection committee any additional
information necessary to reach a decision.
Thank you for the opportunity to submit this Request for Proposals for Legislative Consulting
Services. We look forward to hearing from you.
Respectfully Submitted,
Frederick W. Leonhardt
Enclosures
Rrofii'ST FOR PRONISALS
Cr! Y or t.)c.;�I ::: — Lr.c Ist,:�rlvr: C'OhSUi..i1Ni; SERVIC:i 5
TABLE OF CONTENTS
GRAY ROBINSON
ATTORNEYS AT LAW
QUALIFICATIONSAND EXPERIENCE.................................................................................... TAB A
RATESAND EXPENSES...........................................................................................................TAB B
METHODOLOGY INCLUDING TECHNICAL APPROACH
AND UNDERSTANDING OF THE SCOPE OF THE PROJECT ..................................................... TAB C
REFERENCES......................................................................................................................... TAB D
REQUIREDFORMS.................................................................................................................TAB E
-2-
' Rrotms'i P0P rrzON3S.ALS GRAY ROBINS ON
('.IIY i)FOCO!_l:.l:iiiSt.'\1{V}•.(,Oj�5{11,.;1NI; S;.R�II i:5 ATTORNEYS AT LAW
A. QUALIFICATIONS AND EXPERIENCE
IEXECUTIVE SUMMARY
' GrayRobinson provides first-class services through a team of skilled lawyers and governmental
relations personnel uniquely situated to represent the interests of the City of Ocoee at the state-
wide level. GrayRobinson appreciates this opportunity to present the City of Ocoee with
information about our experience and expertise in state legislative lobbying services.
GrayRobinson provides a full range of legal services to Fortune 500 companies, emerging
' businesses, local governments, lending institutions, developers, exempt organizations,
entrepreneurs, individuals, and other local interests, throughout ten offices located in Tampa,
Tallahassee, Orlando, Naples, Melbourne, Lakeland, Key West, Jacksonville, Fort Lauderdale
' and Clermont.
Currently, the firm has more than 195 attorneys and 300 staff members throughout our ten
' offices. The firm enjoys an "AV" rating from Martindale -Hubbell. This is the highest rating
conferred by Martindale -Hubbell and indicates preeminent legal ability and very high ethical
standards as established by confidential opinions from members of The Florida Bar. Former and
' current lawyers of our firm have held such distinguished positions as Solicitor General for the
State of Florida, Deputy Attorney General of the State of Florida, General Counsel to the Florida
Department of Health, Chief Judge of the Second District Court of Appeals, Circuit Court
' Judges, and City and County Attorneys.
' The firm is uniquely qualified to provide lobbying efforts for the City of Ocoee. Our
government relations/lobbying practice has long provided its clients with effective representation
before all levels of government including city, county, special district, state, and Congress. The
' firm's public affairs experience started prior to its 1970 inception when founding partner J.
Charles Gray served as solicitor for the City of Orlando, chairman of the Florida Turnpike
Authority, and as the gubernatorial liaison between state government and Walt Disney.
GRAYROBINSON LEGISLATIVE TEAM
' In its effort to provide the best possible overall service to the City of Ocoee, GrayRobinson
intends to implement a "team" approach. That approach allows for the involvement of other
' lobbyists, as needed, for specific issues relevant to the City of Ocoee's agenda. Such
involvement is based on the lobbyist's particular knowledge, expertise and existing relationships.
GrayRobinson believes this team approach will allow us to accomplish three critical objectives
' in representing the City of Ocoee: (1) provide quality representation; (2) maintain the flexibility
necessary to respond to problems swiftly and thoroughly; and (3) facilitate communication and
accountability.
1
3
' Ruo,iT-ST FOR PROPOSALS GRAY ROBINSON
('kY OF t.)CUt: -! h(ASl.A I IVFCONSi. LIIN6 SERVIO-,. ATTORNEYS AT LAW
FREDERICK W. LEONHARDT — PROJECT MANAGER
' Fred will be the GrayRobinson lawyer primarily responsible to the City of Ocoee for its lobbying
work and for coordinating the efforts of the GrayRobinson team. He will also serve as the
primary contact with the City of Ocoee and will be responsible for providing periodic updates or
reports as requested by the City of Ocoee.
Fred is experienced in all aspects of dealing with public entities. During the last several Florida
' legislative sessions, Fred and the GrayRobinson team successfully assisted several clients with
appropriations matters and substantive law matters. Fred also lobbies for the Florida League of
Cities.
' Fred chairs the GrayRobinson Political Action Committee and has been active in numerous
political campaigns. He also was recently named Orlando's Most Influential Businessman by the
' Orlando Business Journal. Fred is an "AV" rated lawyer by Martindale -Hubbell and is
recognized for his skill in representing clients in complex legal matters.
I
CHRISTOPHER L. CARMODY, JR. — ATTORNEY/LOBBYIST
Chris is an associate based in our Orlando office. Prior to serving in the firm's public law
' department, Chris served as a full-time litigator. As such, he handled cases dealing with
government regulation of voting booths, property tax assessments and highway construction
disputes. His experience in litigation provides him with a practical perspective on the effect of
' legislative action in Tallahassee.
Currently, Chris serves as the Vice President of the Orange County Young Republicans.
' Through Chris' campaigning service with the Young Republicans, he has developed the hard-
working grass -roots approach it sometimes takes to get results in Tallahassee. His presence on
the team will enhance Gray Robinson's efforts to achieving the City of Ocoee's legislative goals.
' ROBERT F. STUART JR. — GOVERNMENT CONSULTANT
' Robert is a Government Consultant based in our Orlando office. Prior to joining GrayRobinson,
Robert served as a Legislative Aide to the Florida House of Representatives for a district that
represents much of Orlando and Orange County. His experiences in the halls of our State Capitol
give him a deep understanding of and a unique perspective on the inter -workings of the
Legislative process, and the strategy necessary to be successful in Tallahassee.
' Robert's familiarity in local and state level policymaking stems both from his personal
experience and service with the Florida House of Representatives, and from being a part of a
' family steeped in a history of public service. Robert's close family ties to a former State Senator
and City Commissioner, a 20-year President of the local chamber of commerce, a newly elected
member of the Orlando City Council, and a recent congressional candidate, give Robert first
t hand knowledge of the work and dedication required to create and implement good public
policy.
R, QUIESr � c Ir, PRO K)SALS GRAY ,ROBINSON
C'le'YUt 0 C(JFA--—':.};{:it)L,AIIV};(()^SiJi..i1vIJS .Rb(1.1.5 ATTORNEYS AT LAW
STEPHEN DYAL — LEGISLATIVE LIAISON
' Steve acts as the firm's Legislative Liaison and is based in our Tallahassee office. Steve is a
veteran lobbyist with over twenty years of experience, who has successfully represented clients
as diverse as statewide professional associations to multi -national corporations before the Florida
' legislative and executive branches of government. His experience, including several years
working with a former Speaker of the House of Representatives, gives him a good perspective on
developing and implementing legislative strategy.
' The combination of talents and resources of the team proposed will give the City of Ocoee the
P P g ty
best chances of achieving its legislative goals for the 2008 session. In the legislative process,
' unpredictability is commonplace and flexibility and speed are essential. Our firm and our team
have the experience necessary and the ability to handle any situation that may arise, and we look
forward to the opportunity to work with the City of Ocoee to reach its goals.
-5-
Rr.•gJ?FST FOR PRO?C)s:us
C11 Y OF OCou. ! tx !st,•�riv}. c ons:�t.?� �r s kvt, is
'
FREDERICK W. LEONHARDT
GrayRobinson, P.A.
'
301 East Pine Street, Suite 1400
Orlando, Florida 32801
(407) 244-5655
'
fleonhar@gray-robinson.com
Shareholder
GRAYROBINSUN
ATTORNEYS AT LAW
Fred is a native Central Floridian who attended the University of Florida where he received an
undergraduate degree in psychology and law degree. After college he served two years as
counsel to the Florida House of Representatives. He returned to Central Florida and has been in
' private practice continuously. He is Chairman of the firm's Policy Board of Directors. He is
also head of the firm's Government Law Group and Chairs the Political Action Committee.
A Florida Bar Board Certified Real Estate attorney, Fred's experience includes dealing with
federal, state and local governments on behalf of private clients. He has a significant
background in state and local government law matters including permitting and procurement.
IFred served on Governor Jeb Bush's Growth Management Study Commission and now serves as
a member of the Board of Directors of Enterprise Florida, the State's economic development
organization.
Fred has been the lead lawyer for numerous development projects. He is Past Chair of the
Florida Chamber of Commerce and Floridians for Better Transportation.
EDUCATION:
UNIVERSITY OF FLORIDA, B.A. (Psychology, 1971)
Student HALL OF FAME
Florida Blue Key
' UNIVERSITY OF FLORIDA, J.D. (1974)
Director of "Gator Growl"
Editor in Chief of "The Verdict"
L
PROFESSIONAL:
• Area of Practice Concentration: Real Estate, Environmental and Land Use Law; State
and Local Government Law
• Martindale -Hubbell Rating: AV
• Listed in Leading Florida Attorneys in the areas of Real Estate/Land Use and Local
Government Law
• American Bar Association, Chair of State and Local Government Law Section
• The Florida Bar, Environmental and Land Use Law Section
• Orange County and Volusia County Bar Associations
■ Member of North Carolina Bar and Washington, D.C. Bar
• Member, GrayRobinson Technology Team
• Selected as Florida's Legal Elite by Florida Trend Magazine — 2004 and 2005
• Most Influential Businessman, Orlando Business Journal — 2004-2005
■ 50 Most Influential People, Orlando Magazine
• Selected as Best Lawyers in America 0 2006
1
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11
Ri:(?I;F..ST FOR PROX)SALS GRAY ROB INS ON
C.lo'v01FOCOKE}:(.isJ!.1INit CQNSU!,IM;SE.RV1C!...S ATTORNEYS AT LAW
CIVIC:
• Member Florida Council of 100
• Florida Chamber of Commerce, Immediate Past Chair
• Enterprise Florida, Governor Appointee to Board of Directors; Chair of Governance and
Nominations Committee
• Metro Orlando Economic Development Commission, Executive Committee and Board
• Central Florida District Council of Boy Scouts, President
• Central Florida Sports Commission, Board of Directors and Founding Chair
• Floridians for Better Transportation, Past Chair
■ Center for Drug Free Living Trustee
• University of Florida Law School Trustee
• Orlando Area Tiger Bay Club, President -Elect
• Orange County Charter Review Commission, Past Member
• University of Central Florida Foundation, Past Treasurer and Executive Committee Member
• Celebration Health Foundation, Past Chair
• Greater Orlando Chamber of Commerce, Past Chair
■ Orlando/Orange County Compact, Founding Chair (school dropout prevention program)
• Orlando/Orange County Civic Facilities Authority, Past Board Member
• Orlando/Orange County Convention & Visitor's Bureau, Past Board Member
• Leadership Florida Graduate, Class VII
• Leadership Florida Board, Past Chair
• Leadership Orlando Graduate and Past Program Chair
• Greater Orlando Leadership Foundation Graduate
• First Presbyterian Church of Orlando Elder and General Counsel
■ Spring Lake Neighborhood Association, Past President
• Daytona Beach Area Chamber of Commerce, Past President
• Volusia County United Way, Past General Campaign Chair
• Volusia County Association for Responsible Development (VCARD),
Founder and Director Emeritus
• Leadership Daytona Beach, Founder
• Who's Who in American Law, Who's Who in Florida, Who's Who in the USA
2007 Legislative Lobbyist
The "Industry Code" listed below each principal address states the North American Industry
Classification System (NAICS) code that most accurately describes the principal's main business.
You may view the full list of codes and titles on the site:
http://www.census.gov/epcd/naics02/naico6O2.htm.
Frederick W. Leonhardt
Mailing Address:
GrayRobinson PA 301 E Pine St Ste 1400
Orlando, FL 32801
Phone Number:
407/843-8880
Principals:
.decimal, Inc
2651 N Design Ct Sanford, FL 32773
Industry Code: 339110
Effective: 01 /11 /2007
AD Systems
' 11866 Metro Pky Ft Myers, FL 33912
Industry Code: 541850
Effective: 01 /11 /2007
' American Safety Council, Inc
5125 Adanson St Ste 500 Orlando, FL 32804
Industry Code: 812990
M Effective: 02 / 20 /2007
Byrd Alzheimer's Institute
15310 Amberly Dr Ste 320 Tampa, FL 33647
Industry Code: 541710
Effective: 04 / 04 / 2007
' City of Orlando
400 S Orange Ave Orlando, FL 32801
Industry Code: 921110
Effective: 01 /11 /2007
City of Winter Garden
251 W Plant St Winter Garden, FL 34787
Industry Code: 921190
'
Effective: 01 / 11 /2007
Community Education Partners
293 Plus Park Blvd Nashville, TN 37217
Industry Code: 611710
Effective: 01 / 11 /2007
1
IDrug Abuse Comprehensive Coordination Office
1920 E Hillsborough Ave Ste 200 Tampa, FL 33610
' Industry Code: 621420
Effective: 01 /11 /2007
Dynetech Corporation
255 S Orange Ave Ste 600 Orlando, FL 32801
Industry Code: 611430
Effective: 02 /20/2007
Electronic Arts, Inc
1950 Summit Park Dr Orlando, FL 32810
Industry Code: 511210
'
Effective: 02/20/2007
Florida Association of School Administrators
206-B S Monroe St Tallahassee, FL 32301
'
Industry Code: 611710
Effective: 05/01 /2007
Florida Jaycees
301 E Pine St Ste 1400 Orlando, FL 32801
Industry Code: 813410
'
Effective: 01 /11 /2007
Florida League of Cities
301 S Bronough St Ste 300 Tallahassee, FL 32302
'
Industry Code: 813990
Effective: 01 /11 /2007
Florida Municipal Electric Association
'
417 East College Tallahassee, FL 32301
Industry Code: 002211
Effective: 01 /11 /2007
'
Floridians for Better Transportation
136 S Bronough St Tallahassee, FL 32301
Industry Code: 813910
Effective: 01 / 11 /2007
'
GrayRobinson, P. A.
301 E Pine St Ste 1400 Orlando, FL 32801
Industry Code: 541110
Effective: 01 /11 /2007
Group9, Inc
2150 Cabot Blvd West Langhorne, PA 19047
Industry Code: 541990
Effective: 04 / 06 / 2007
Heartland Economic, Agricultural and Rural Task Force, Inc
395 S Central Ave Bartow, FL 33830
Industry Code: 237310
Effective: 02 / 20 / 2007
Jeppesen Vision Quest
34 Keyes Ct Sanford, FL 32773
Industry Code: 624110
Effective: 02/ 14/2007
Learning for Life Florida
1951 S Orange Blossom Trail Ste 102 Apopka, FL 32703-7747
Industry Code: 923110
Effective: 01 /11 /2007
Melbourne Airport Authority
One Air Terminal Pky Ste 220 Melbourne, FL 32902-1330
Industry Code: 488119
Effective: 02/20/2007
Metro Orlando Economic Development Commission
301 E Pine St Ste 900 Orlando, FL 32801
Industry Code: 541613
Effective: 01 /11 /2007
MV Transportation, Inc
420 Executive Ct N Ste G Fairfield, CA 94585
Industry Code: 485991
Effective: 01 / 11 /2007
National Notary Association
9350 Desoto Ave Chatsworth, CA 91311
Industry Code: 611000
Effective: 01 /11 /2007
Orange County Clerk of Court
PO Box 4994 Orlando, FL 32802-4994
Industry Code: 922790
Effective: 01 /11 /2007
Orange County Library
District
101 E Central Blvd
Orlando, FL 32801
Industry Code: 519120
'
Effective: 03/12/2007
'
Orange County Sheriff
2500 W Colonial Dr
Orlando, FL 32804
Industry Code: 922120
Effective: 01 /11 /2007
'
Smart City Telecom
3100 Bonnet Creek
Lake Buena Vista, FL 32830
Industry Code: 517110
1
Effective: 01 /11 /2007
Space Florida
Bldg M6-306 Rm 9030 MS:SPFL Kennedy Space Center, FL 32899
'
Industry Code: 926110
Effective: 03/07/2007
1
Transition House, The
900 E Vine St Kissimmee, FL 34744
Industry Code: 624190
Effective: 02/20/2007
University of Central Florida Foundation, Inc
12424 Research Pky Ste 140 Orlando, FL 32826-3257
Industry Code: 611310
Effective: 01 /11 /2007
University of Central Florida Student Government Associatic
PO Box 163230 Orlando, FL 32816-3230
Industry Code: 611710
Effective: 01 /11 /2007
University Properties, Inc, LLC
2006 W Fairbanks Winter Park, FL 35189
Industry Code: 000053
Effective: 01 / 11 /2007
Wachovia Bank
201 N Franklin St Ste 2950 Tampa, FL 33606
Industry Code: 522110
Effective: 01 /11 /2007
Williams Acquisition Holding Company, Inc
One Williams Center Ste 4100 Tulsa, OK 74172
Industry Code: 000531
Effective: 01 / 11 /2007
1
� I
1
2007 Executive Lobbyist
The "Industry Code" listed below each principal address states the North American Industry
Classification System (NAICS) code that most accurately describes the principal's main business.
You may view the full list of codes and titles on the site:
http: / /www.census.gov/epcd/naics02/naico602.htm.
Frederick W. Leonhardt
Mailing Address:
GrayRobinson, P.A. PO Box 3068
Orlando, FL 32802-3068
Phone Number:
407/843-8880
Principals:
'
decimal, Inc
2651 N Design Court Sanford, FL 32277
Industry Code: 339110
'
Effective: 01 / 11 /2007
AD Systems
11866 Metro Pkwy Ft Myers, FL 33912
'
Industry Code: 541850
Effective: 01 /11 /2007
'
American Safety Council, Inc
5125 Adanson St Ste 500 Orlando, FL 32804
Industry Code: 812990
'
Effective: 02/02/2007
City of Orlando
400 S Orange Ave Orlando, FL 32801
Industry Code: 921110
Effective: 02 / 02 / 2007
' City of Winter Garden
251 West Plant St Winter Garden, FL 34787
Industry Code: 921190
' Effective: 01 /11 /2007
Community Education Partners
293 Plus Park Blvd Ste 240 Nashville, TN 37217
Industry Code: 611710
Effective: 01 / 11 /2007
Drug Abuse Comprehensive Coordinating Office
19020 E Hillsborough Ave Ste 200 Tampa, FL 33610
Industry Code: 621420
Effective: 01 /11 /2007
Dynetech Corporation
255 S Ornage Ave Ste 600 Orlando, FL 32801
Industry Code: 611430
'
Effective: 02/02/ 2007
Electronic Arts, Inc.
'
1950 Summit Park Dr Orlando, FL 32810
Industry Code: 511210
Effective: 01 /11 /2007
Florida Jaycees
9909 New Parks Rd Tampa, FL 33626
Industry Code: 813410
Effective: 01 /11 /2007
Florida League of Cities
301 S Bronough St Ste 300 Tallahassee, FL 32302
Industry Code: 813990
Effective: 01 /11 /2007
Florida Municipal Electric Association
417 E College Ave Tallahassee, FL 32301
Industry Code: 002211
Effective: 02 / 02 / 2007
Floridians for Better Transportation
136 S Bronough St Tallahassee, FL 32301
Industry Code: 813910
Effective: 01 /11 /2007
GrayRobinson, P.A.
301 E Pine St Ste 1400 Orlando, FL 32801
Industry Code: 541110
Effective: 01 /11 /2007
Group9, Inc.
2150 Cabot Blvd W Langhorne, PA 19047
Industry Code: 54199
Effective: 04 / 06 / 2007
Heartland Economic, Agri culturaI Et Rural Task Force, Inc
'
395 S Central Ave Bartow, FL 33830
Industry Code: 237310
Effective: 02 / 02 / 2007
'
Jeppesen Vision Quest
34 Keyes Ct Sanford, FL 32773
'
Industry Code: 624110
Effective: 02 / 2 3 / 2007
Johnnie B. Byrd, Sr. Alzheimer's Center Et Research Institute
15310 Amberly Dr Ste 320 Tampa, FL 33647
Industry Code: 541710
Effective: 04 / 04 / 2007
' Learning for Life
1951 S Orange Blossom Trail Ste 102 Apopka, FL 32703-7747
' Industry Code: 923110
Effective: 01 /11 /2007
Melbourne Airport Authority
'
One Air Terminal Pkwy Ste 220 Melbourn, FL 32902-1330
Industry Code: 488119
Effective: 02 / 02 / 2007
'
ment Commission
Metro Orlando Economic Development p
301 E Pine St Ste 900 Orlando, FL 32801
Industry Code: 541613
Effective: 01 /11 /2007
MV Transportation, Inc
420 Executive Court North, Ste G Fairfield, CA 94585
Industry Code: 485991
Effective: 01 / 11 /2007
' National Notary Association
9350 DeSoto Ave Chatsworth, CA 91311
Industry Code: 611000
' Effective: 01 /11 /2007
Orange County Clerk of Court
PO Box 4994 Orlando, FL 32804-4994
Industry Code: 922190
Effective: 01 /11 /2007
Orange County Library District
'
101 E Central Blvd Orlando, FL 32801
Industry Code: 519120
Effective: 03 / 12/2007
Orange County Sheriff
2500 West Colonial Dr Orlando, FL 32804
Industry Code: 922120
Effective: 01 / 11 /2007
t
Smart City Telecom
3100 Bonnet Creek Lake Buena Vista, FL 32830
Industry Code: 517110
Effective: 01 /11 /2007
Space Florida
Mail Stop: SPFL Bldg M6-306 Rm 9030 Kennedy Space Center, FL 32899
'
Industry Code: 926110
Effective: 03 /07/ 2007
The Transition House, Inc.
1 900 E Vine St Kissimmee, FL 34744
Industry Code: 624190
Effective: 02 / 02 / 2007
University of Central Florida Foundation, Inc.
12424 Research Pkwy Ste 140 Orlando, FL 32826-3257
Industry Code: 611310
Effective: 01 /11 /2007
University of Central Florida Student Government Association
PO Box 163230 Orlando, FL 32816-3230
Industry Code: 611710
Effective: 01 /11 /2007
University Properties, Inc., LLC
2006 W Fairbanks Ave Winter Park, FL 32789
Industry Code: 000053
Effective: 01 / 11 /2007
Wachovia Bank
201 N Franklin St Ste 2950 Tampa, FL 3306
Industry Code: 522110
Effective: 01 /11 /2007
Williams Acquisition Holding Company, Inc.
1 Williams Center Ste 4100 Tulsa, OK 74172
Industry Code: 000531
Effective: 01 /11 /2007
7
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i I
1
I
R:"QU ST FOR PROPW )SA[S
�;I;l'OI't)C�)f?h 1MiilSl.hfl\`6(:'OIdSiiLi1M1S�.RVICE$
CHRISTOPHER L. CARMODY
GrayRobinson
301 East Pine Street, Suite 1400
Orlando, Florida 32801
(407) 843-8880
ccarmody@gray-robinson.com
Associate
GRAY'ROBINSON
ATTORNEYS AT LAW
Chris was born and raised in Orlando, Florida. He graduated from Bishop Moore Catholic High School
in 1998. Four years later, he received his undergraduate degree from the University of Florida in Political
Science, with a minor in Human Nutrition. While at UF, Chris was active in Student Government
activities and regularly attended both football and basketball games.
In 2005, Chris graduated from the University of Florida Levin College of Law. During law school, Chris
interned at the Florida Supreme Court for the Honorable Raoul G. Cantero. He also researched under
Dean Jon Mills in the Center for Governmental Responsibility. He was a member of the Justice
Campbell Thomal Moot Court Board and in his final semester served as President.
Chris has experience in handling litigation, public law and construction matters.
EDUCATION:
UNIVERSITY OF FLORIDA, B.A. (2002)
■ Senate President, Student Government
• Florida Blue Key
■ Hall of Fame
■ Phi Beta Kappa
UNIVERSITY OF FLORIDA LEVIN COLLEGE OF LAW, J.D. (2005)
■ Justice Campbell Thomal Moot Court Board
o President
o Regional Champion, Thomas Tang National Moot Court Competition
■ Vice President, Florida Blue Key
■ Intern, Honoral Raoul G. Cantero, Florida Supreme Court
■ Research Assistant, Center for Governmental Responsibility
■ Order of the Barristers
■ Chair, Class Gift Committee
PROFESSIONAL:
■ The Florida Bar
■ Middle District of the I Id' Circuit
■ Orange County Bar Association
■ Tiger Bay Club
■ Vice President, Orange County Young Republicans
CIVIC'
■ University of Florida Law Alumni Council, Member
■ College Leadership Florida, Class VII
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RrQI I-s'r rnR PROP( !SALS G RAY ' R O B INS ON
C:IIYOF000IZF -i. H61SLAI IV}: CON$I LL I ING ShRVICES ATTORNEYS AT LAW
ROBERT F. STUART, JR.
GrayRobinson, P.A.
301 East Pine Street, Suite 1400
Orlando, Florida 32801
(407) 843.8880
rstuart@gray-robinson.com
Government Consultant
Robert is a Government Consultant based in our Orlando Office. Born and raised in the Orlando
area, he is a 2001 graduate of Edgewater High School, and a 2005 Graduate of The University of
Florida, with a degree in Political Science. During his time at the University of Florida he was
President of his Fraternity, active in Student Government, and held leadership positions in a
number of student -led community service initiatives, raising money for organizations such as the
Children's Miracle Network.
Following his graduation, Robert served as a Legislative Aide to the Florida House of
Representatives for a district that represents much of Orlando and Orange County. His
experiences in the halls of our State Capitol give him a deep understanding of and a unique
perspective on the inter -workings of the Legislative process, and the strategy necessary to be
successful in Tallahassee.
Robert's familiarity in local and state level policymaking stems both from his personal
experience and service with the Florida House of Representatives, and from being a part of a
family steeped in a history of public service. Robert's close family ties to a former State Senator
and City Commissioner, a 20-year president of the local chamber of commerce, a newly elected
member of the Orlando City Council, and a recent congressional candidate, give Robert first
hand knowledge of the work and dedication required to create and implement good public
policy.
EDUCATION:
UNIVERSITY OF FLORIDA, B.A. Political Science
Sigma Chi Fraternity: President, Fundraising and Philanthropy Chair
PROFESSIONAL:
• Leadership Orlando Graduate, Class 67
• Orlando Regional Chamber of Commerce Young Professionals Advisory Board
CIVIC•
• Children's Miracle Network, Shands Children's Hospital — Volunteer 2001-2004
• CHAMPS Alachua County Mentoring Program - 2003-2004
• College Park Baptist Church, Summer Intern — 2003
• Crosspoint Christian Sports Camp, Counselor and Basketball Coach — 2002
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2007 Legislative Lobbyist
The "Industry Code" listed below each principal address states the North American Industry
Classification System (NAICS) code that most accurately describes the principal's main business.
You may view the full list of codes and titles on the site:
http://www.census.gov/epcd/naics02/naico6O2.htm.
Robert F. Stuart, Jr.
Mailing Address:
GrayRobinson PA PO Box 3068
Orlando, FL 32802-3068
Phone Number:
407/843-8880
Principals:
American Safety Council, Inc
5125 Adanson St Ste 500 Orlando, FL 32804
Industry Code: 812990
Effective: 01 /25/2007
Byrd Alzheimer's Institute
15310 Amberly Dr Ste 320 Tampa, FL 33647
Industry Code: 541710
Effective: 04 / 04 / 2007
City of Orlando
400 S Orange Ave Orlando, FL 32801
Industry Code: 921110
Effective: 01 /25/2007
City of Winter Garden
251 W Plant St Winter Garden, FL 34787
Industry Code: 921190
Effective: 01 /25/2007
Dynetech Corporation
255 S Orange Ave Ste 600 Orlando, FL 32801
Industry Code: 611430
Effective: 02/ 14/2007
Florida Jaycees
9909 New Parks Rd
Industry Code: 813410
Effective: 01 /25/2007
Tampa, FL 33626
Florida League of Cities
301 S Bronough St Ste 300 Tallahassee, FL 32301
Industry Code: 813990
Effective: 02 /02/2007
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Florida Municipal Electric Association
417 E College Ave Tallahassee, FL 32301
Industry Code: 002211
Effective: 02/02/ 2007
Floridians for Better Transportation
136 S Bronough St Tallahassee, FL 32301
Industry Code: 813910
Effective: 01 /25/2007
GrayRobinson, P. A.
301 E Pine St Ste 1400 Orlando, FL 32801
Industry Code: 541110
'
Effective: 01 /25/2007
Group9, Inc
2150 Cabot Blvd West Langhorne, PA 19047
'
Industry Code: 541990
Effective: 04 / 06 / 2007
'
Jeppesen Vision Quest
34 Keyes Ct Sanford, FL 32773
Industry Code: 624110
'
Effective: 02/14/2007
Melbourne Airport Authority
One Air Terminal Pky Ste 220 Melbourne, FL 32902-1330
Industry Code: 488119
Effective: 02 / 26 / 2007
Metro Orlando Economic Development Commission
'
301 E Pine St Ste 900 Orlando, FL 32801
Industry Code: 541613
Effective: 02/ 14/2007
MV Transportation, Inc
360 Campus Ln Ste 201 Fairfield, CA 94534
Industry Code: 485991
Effective: 02/ 14/2007
Orange County Clerk of Court
PO Box 4994 Orlando, FL 32802-4994
Industry Code: 922190
Effective: 01 /25/2007
'
Orange County Library District
101 E Central Blvd Orlando, FL 32801
Industry Code: 519120
Effective: 03 / 12 / 2007
Orange Countv Sheriff
2500 W Colonial Dr Orlando, FL 32804
Industry Code: 922120
Effective: 01 /25/2007
I
Smart City Telecom
3100 Bonnet Creek Lake Buena Vista, FL 32810
Industry Code: 517110
Effective: 01 /25/2007
Space Florida
Bldg M6-306 Rm 9030 MS: SPFL Kennedy Space Center, FL 32899
Industry Code: 926110
Effective: 03 /07/2007
Transition House, The
900 E Vine St Kissimmee, FL 34744
Industry Code: 624190
Effective: 01 /25/2007
University of Central Florida Foundation, Inc
12424 Research Pky Ste 140 Orlando, FL 32836-3257
Industry Code: 611310
Effective: 02/ 14/2007
'
University of Central Florida Student Government Association
PO Box 163230 Orlando, FL 32816-3230
Industry Code: 611710
Effective: 02/ 14/2007
University Properties, Inc, LLC
300 5 Orange Ave Ste 1210 Orlando, FL 32801
Industry Code: 000053
Effective: 02 / 14/ 2007
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2007 Executive Lobbyist
' The "Industry Code" listed below each principal address states the North American Industry
Classification System (NAICS) code that most accurately describes the principal's main business.
' You may view the full list of codes and titles on the site:
http://www.census.gov/epcd/naicsO2/naico6O2.htm.
Robert F. Stuart, Jr
Mailing Address:
PO Box 3068
Orlando, FL 32802-3068
Phone Number:
1 407/843-8880
Principals:
American Safety Council, Inc
5125 Adanson St Ste 500 Orlando, FL 32804
Industry Code: 812990
Effective: 01 /25/2007
City of Orlando
' 400 S Orange Ave Orlando, FL 32801
Industry Code: 921110
Effective: 01 /25/2007
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City of Winter Garden
251 W Plant St Winter Garden, FL 34787
Industry Code: 921190
Effective: 01 /25/2007
ynetech Corporation
255 S Orange Ave Ste 600 Orlando, FL 32801
Industry Code: 611430
Effective: 02 / 14 /2007
Florida Jaycees
9909 New Parks Rd
Industry Code: 813410
Effective: 01 /25/2007
Tampa, FL 33626
Florida League of Cities
301 S Bronough St Ste 300 Tallahassee, FL 32301
Industry Code: 813990
Effective: 02 / 02 / 2007
Florida Municipal Electric Association
417 E College Ave Tallahassee, FL 32301
Industry Code: 002211
Effective: 02 / 02 / 2007
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Floridians for Better Transportation
136 S Bronough St Tallahassee, FL 32301
Industry Code: 813910
Effective: 01 /25/2007
GrayRobinson, P.A.
301 E Pine St Ste 1400 Orlando, FL 32801
Industry Code: 541110
Effective: 01 /25/2007
Group9, Inc.
2150 Cabot Blvd W Langhorne, PA 19047
Industry Code: 54199
Effective: 04/ 06/2007
Jeppesen Vision Quest
' 34 Keyes Ct Sanford, FL 32773
Industry Code: 624110
Effective: 02/ 14/ 2007
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Johnnie B. Byrd, Sr Alzheimer's Center Et Research Institute
15310 Amberly Dr Ste 320 Tampa, FL 33647
Industry Code: 541710
Effective: 04/05 /2007
Melbourne Airport Authority
One Air Terminal Pkwy Ste 220 Melbourne, FL 32902-1330
Industry Code: 488119
Effective: 02/ 26 / 2007
Metro Orlando Economic Development Commission
301 E Pine St Ste 900 Orlando, FL 32801
Industry Code: 541613
Effective: 02/ 14/2007
MV Transportation, Inc
360 Campus Lane Ste 201 Fairfield, CA 94534
Industry Code: 485991
Effective: 02/ 14/2007
Orange County Clerk of Court
PO Box 4994 Orlando, FL 32802-4994
Industry Code: 922190
Effective: 01 /25 /2007
Orange County Library District
101 E Central Blvd Orlando, FL 32801
Industry Code: 519120
'
Effective: 03/ 12/2007
Orange County Sheriff
2500 W Colonial Dr Orlando, FL 32804
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Industry Code: 922120
Effective: 01 /25/2007
Smart City Telecom
3100 Bonnet Creek Lake Buena Vista, FL 32810
Industry Code: 517110
Effective: 01 /25/2007
Space Florida
Mail Stop: SPFL Bldg M6-306 Rm 9030 Kennedy Space Center, FL 32899
Industry Code: 926110
Effective: 03 /07/ 2007
The Transition House, Inc.
900 E Vine St Kissimmee, FL 34744
Industry Code: 624190
Effective: 01 /25/2007
University of Central Florida Foundation, Inc.
12424 Research Pkwy Ste 140 Orlando, FL 32826-3257
Industry Code: 611310
Effective: 02/ 14/2007
University of Central Florida Student Government Association
PO Box 163230 Orlando, FL 32816-3230
Industry Code: 611710
Effective: 02/ 14/ 2007
University Properties, Inc., LLC
300 S Orange Ave Ste 1210 Orlando, FL 32801
Industry Code: 000053
Effective: 02/ 14/2007
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' RF-Q117EST FCIR PRONISAI S
CI: � oP OCOHi:. - Lhusi.A I'IVh CONSULIIN6 SERVICES
STEPHEN DYAL
GrayRobinson, P.A.
301 South Bronough St., Suite 600
Tallahassee, Florida 32301
(850) 577-9090
sdyal@gray-robinson.com
Governmental Liaison
GRAYROBINSON
ATTORNEYS AT LAW
Steve is the firm's Governmental Liaison based in our Tallahassee office. He is a 1981 graduate
of Florida State University with degrees in both history and political science. He is a veteran
lobbyist who has successfully represented clients as diverse as statewide professional
associations to multi -national corporations before the Florida legislative and executive branches
of government. His experience, including several years working with a former Speaker of the
IHouse of Representatives, gives him a good perspective on developing and implementing
legislative strategy.
I Steve has received accolades for his legislative lobbying work including an award presented by a
coalition of Florida businesses for his work in support of successful efforts to reform Florida's
Civil Justice System.
EDUCATION:
FLORIDA STATE UNIVERSITY, B.S. (1981)
' UNIVERSITY OF DELAWARE - ASSOCIATION MANAGEMENT CERTIFICATE (1990)
PROFESSIONAL:
• Florida Association of Professional Lobbyists
Civic
• Finance Chair, Suwannee District, Boy Scouts of America
• Deacon, Wildwood Presbyterian Church
• Advisor, Florida Chamber Political Institute
• Leadership Tallahassee Graduate
• Florida State University Alumni Association
• American Quarter Horse Association
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' 2007 Legislative Lobbyist
IThe "Industry Code" listed below each principal address states the North American Industry
Classification System (NAICS) code that most accurately describes the principal's main business.
I You may view the full list of codes and titles on the site:
http://www.census.gov/epcd/naics02/naico6O2.htm.
Stephen D. Dyal
Mailing Address:
GrayRobinson PA PO Box 11189
Tallahassee, FL 32302
Phone Number:
850/577-9090
Principals:
LAtlantic
Housing Partners, LLLP
1551 Sandspur Rd Maitland, FL 32751
Industry Code: 236116
'
Effective: 04/25/2007
City of Orlando
400 S Orange Ave Orlando, FL 32801
'
Industry Code: 921110
Effective: 01 / 18/2007
'
City of Winter Garden
251 W Plant St Winter Garden, FL 34787
Industry Code: 921190
1
Effective: 01 / 18/2007
ynetech Corporation
255 S Orange Ave Ste 600 Orlando, FL 32801
Industry Code: 611430
Effective: 02/ 14/2007
Florida Chamber of Commerce
136 S Bronough St Tallahassee, FL 32301
Industry Code: 813910
' Effective: 01 /22/2007
Florida Learning for Life
2032 Thomasville Rd Tallahassee, FL 32308
' Industry Code: 624110
Effective: 01 /18/2007
Florida Municipal Electric Association
417 E College Ave Tallahassee, FL 32301
Industry Code: 002211
Effective: 01 /18/2007
Florida Optometric Association
401 Office Plaza Dr Tallahassee, FL 32301
Industry Code: 813920
Effective: 01 / 18/2007
GrayRobinson, P. A.
301 E Pine St Ste 1400 Orlando, FL 32801
Industry Code: 541110
Effective: 02/ 14/2007
'
Hartman Et Tyner, Inc_
831 N Federal Hwy Hallandale, FL 33009
Industry Code: 711212
Effective: 03 /23 /2007
MV Transportation, Inc
360 Campus Ln Ste 201 Fairfield, CA 94534
'
Industry Code: 485991
Effective: 02/ 14/2007
National Notary Association
9350 De Soto Ave Chatsworth, CA 91311
Industry Code: 611000
Effective: 01 / 18/2007
NTI Group, The
15301 Ventura Blvd Bldg B Ste 300 Sherman Oaks, CA 91403
Industry Code: 541990
Effective: 03/23/2007
Orange County Library District
101 E Central Blvd Orlando, FL 32801
Industry Code: 519120
Effective: 03 / 12/ 2007
Safety Net Hospital Alliance of Florida
101 N Gadsden St Tallahassee, FL 32301
Industry Code: 622110
Effective: 01 /18/2007
Seavin, Inc
157 King St St Augustine, FL 32084
Industry Code: 312130
Effective: 04/ 06 / 2007
Space Florida
Bldg M6-306 Rm 9030 MS:SPFL
Industry Code: 926110
Effective: 03 /07 / 2007
Kennedy Space Center, FL 32899
Teaching Hospital Council of Florida
1 101 N Gadsden St Tallahassee, FL 32301
Industry Code: 622110
Effective: 01 / 18/2007
Fi
United States Sugar Corporation
111 Ponce de Leon Ave Clewiston, FL 33440
Industry Code: 111930
Effective: 01 / 18/2007
University of Central Florida Foundation, Inc
12424 Research Pky Ste 140 Orlando, FL 32826-3257
Industry Code: 611310
Effective: 01 /18/2007
I
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2007 Executive Lobbyist
The "Industry Code" listed below each principal address states the North American Industry
Classification System (NAICS) code that most accurately describes the principal's main business.
You may view the full list of codes and titles on the site:
http://www.census.gov/epcd/naicsO2/naico6O2.htm.
Stephen D. Dyal
Mailing Address:
GrayRobinson, P.A. 301 S Bronough St Ste 600
Tallahassee, FL 32301
Phone Number:
850/577-9090
Principals:
City of Orlando
400 S Orange Ave Orlando, FL 32801
Industry Code: 921110
Effective: 02/ 14/2007
City of Winter Garden
' 251 W Plant St Winter Garden, FL 34787
Industry Code: 921190
Effective: 01 / 17/2007
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Dynetech Corporation
255 S Orange Ave Ste 600 Orlando, FL 32801
Industry Code: 611430
Effective: 02/ 14/2007
Florida Chamber of Commerce
136 5 Bronough St Tallahassee, FL 32301
Industry Code: 813910
Effective: 01 /22/2007
Florida League of Cities
360 Campus Lane Ste 201 Fairfield, CA 94534
Industry Code: 485991
Effective: 02/ 14/ 2007
Florida Learning for Life_
2032 Thomasville Rd Tallahassee, FL 32308
Industry Code: 624410
Effective: 01 / 17/2007
' Florida Municipal Electric Association
417 E College Ave Tallahassee, FL 32301
Industry Code: 002211
Effective: 02/ 14/2007
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GravRobinson, P.A.
301 E Pine St Ste 1400 Orlando, FL 32801
Industry Code: 541110
Effective: 02/ 14/2007
National Notary Association
9350 De Soto Ave Chatsworth, CA 91311
Industry Code: 611000
Effective: 01 / 17/2007
Orange County Library District
101 E Central Blvd Orlando, FL 32801
Industry Code: 519120
Effective: 03/ 12/2007
Safety Net Hospital Alliance of Florida
101 N Gadsden St Tallahassee, FL 32301
Industry Code: 622110
Effective: 01 /17/2007
Space Florida
Mail Stop: SPFL, Bldg M6-306 Rm9030 Kennedy Space Center, FL 32899
Industry Code: 926110
Effective: 03 /07/2007
Teaching Hospital Council of Florida, Inc
101 N Gadsden St Tallahassee, FL 32301
Industry Code: 622110
Effective: 01 /17/2007
United States Sugar Corporation
111 Ponce De Leon Ave Clewiston, FL 33440
Industry Code: 111930
Effective: 01 /17/2007
' Ra)ur. sT FOR PROM)SAI S G RAY 'gR O B INS ON
C,IPrOFOCOEI-,- 11.61SLAIIVhCUNSiJA NGSFRVICES ATTORNEYS AT LAW
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FIRM's EXPERIENCE
In our efforts to effectively represent our clients in Tallahassee, we continually seek to build and maintain
strong relationships with the elected members of the House, Senate, and Cabinet, as well as the appointed
heads of the State's many agencies. These relationships are cultivated both in the Capitol and around the
state and are the bedrock of any successful legislative or executive lobbying effort. Our goal for our
clients is to be most influential and consistent advocate on their behalf as possible, and the enduring
relationships built outside the walls of the capitol pay substantial dividends in accomplishing our clients'
goals.
For these reasons, GrayRobinson can serve as an effective advocate for the City of Ocoee to Florida's
Legislative and Executive Branches. Our experience with passing legislation that implements good public
policy, obtaining funding for worthy projects and initiatives, and advocating for our clients to regulatory
agencies makes GrayRobinson uniquely suited to serve the city in this capacity. In addition
GrayRobinson has significant experience serving as Government Consultant for municipalities of similar
size and interest to the City of Ocoee.
The firm's state government experience does not stop with the Legislature. Whether the issue is lobbying
executive agencies, safeguarding legislation through the rule -making process, licensing, regulatory
matters or Chapter 120 Administrative Law proceedings, GrayRobinson has the experience and
relationships necessary to provide our clients with effective representation before all state agencies,
offices and the Florida Cabinet.
Although the firm's lobbying experience is broad -based, the following are examples of the type of Florida
government successes we have achieved:
• Obtained Community Budget Request funding for the City of Orlando for key highway interchanges,
and storm water projects for several years
• Secured funding in the Department of Transportation 5-year work -plan for Highway 50 in Winter
Garden.
• Chaired Legislative Policy Committee for Enterprise Florida, Inc., achieving full funding for all
incentive packages and economic development tools.
• Attained $5 million grant for an affordable, workforce, and market housing project in Central Florida
• Secured successful amendment and veto of regional transit legislation which would have adversely
affected multi -year, $5-million contract for MV Transportation.
• Successfully resisted efforts to adversely amend water and wastewater utility statutes affecting
Marion County.
• Successfully advocated for and obtained funding for at -risk students education program operated by
Community Education Partners (CEP).
• Helped obtain legislative approval of funding for high-tech workforce development pilot program for
Orlando Science Center (although funding was later vetoed by the Governor).
• Successfully represented the University of Central Florida before the Governor and Cabinet sitting as
the Administrative Commission, in obtaining approval of a negotiated campus master plan.
• Successfully represented Bush/Cheney campaign and the Republican Party of Florida in November
2000 election issues.
■ Successfully represented the Florida Department of State in 2004 election issues.
R Q(JFS'r r-oiz PROTPf )SALS
CI! 'YOFOCO1Eh--1.HJJSI.A]lLhCONSUI:iINeiSERVICE,
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GRAYROBINSON
ATTORNEYS AT LAW
• Successfully secured state funding for the Boy Scouts of America's Learning for Life character
education program which is now annually funded through the Governor's mentoring budget.
• Successfully helped to secure funding on an annual basis for the states statutory teaching hospitals as
representatives of the Florida Statutory Teaching Hospital Council.
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fZLc)[JFSI FOR PROFN)SALS
CU Y OF (1C,�)E,}:. t:C i51.A1 fV}? C'(:NSia:f 1NG S .R\1i:F•.S
B. RATES AND EXPENSES
Our suggested monthly billing rate is $3500 a month for 12 months.
Reimbursable cost outline:
GRAY. .ROBINS ON
ATTORNEYS AT LAW
Reproduction Costs (copier)
$0.20 per co (black and white)
1.00 per co color
eleco ier Fax Sending
1.00 per page — Local
1.00 per page - Long Distance
1.00 per page — International
Receiving
0.78 per page — All
Long Distance Calls
Standard Long Distance Rates
Express Mail(Federal Express)
FedEx Discounted Charges
Express Mail (UPS)
ctual UPS Charges
Computerized Research Lexis/WestlawActual
direct usage costs
Mileage - IRS standard rate
$.485 per mile
Courier Service Outside CourierActual
charges
Delivery (Internal Courier)
per distance schedules competitive
with outside rates
Postage and Handling
Actual Postage
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REQUEST FOR PROPOSALS (RFP) #07-003
LEGISLATIVE CONSULTING SERVICES
PROPOSALFORM
Annual Lump Sum not -to -exceed
Maximum Amount
$ 42,000 . 00
Forty-two Thousand Dollars and Zero
Hourly Rate for additional services
(i.e. Travel and Related Expenses)
Attach additional sheets if necessary.
GrayRobinson, P.A.
$
Cents
Dollars and Cents
Company Name
Authorized Signature
Frederick w. Leonhardt, Shareholder
Name/Title (print)
Professional License Number
RFP #07-003 Legislative Consulting 21
RrQrjr ST FOR PROT'C'.SA!,S GRAY ROBINSON
01YOFOCO EE-1.KdS!.A1'1VhCONSUIaINUS RV[iI-S ATTORNEYS AT LAW
' C. METHODOLOGY INCLUDING TECHNICAL APPROACH AND UNDERSTANDING OF THE SCOPE OF
THE PROJECT
' To help ensure a successful relationship, we propose an approach that includes ongoing
communication with the City of Ocoee personnel and attendance at all appropriate meetings of
' the City of Ocoee leadership and any other meetings pertaining to its legislative priorities. Of
course, the primary tasks assigned by the City of Ocoee will necessarily involve extensive
contact with legislators and staff, as well as executive branch personnel. Immediately after being
retained by the City of Ocoee, our approach would be to identify and assess key procedural steps
t needed to accomplish the City of Ocoee's goals pertaining to the specific appropriations and/or
policy matters. Once the procedural steps have been established, our team would maintain lines
' of communication with key legislative committee chairmen, staff and others to identify and
overcome any obstacles —procedural or substantive —to the City of Ocoee's specified priorities.
As needed, we will provide formal and informal input via committee testimony to support the
' City of Ocoee's legislative objectives, and overcome opposition to those objectives. As
conference committees are established on appropriations items, we would work to gain and
protect any favorable funding positions, and increase any un-funded priorities. Finally, we
' would initiate and respond to executive branch inquiries regarding legislative and appropriations
matters to encourage gubernatorial support for the City of Ocoee's priorities.
BACKGROUND
' GrayRobinson has a strong background in legislative and executive branch lobbying efforts and
government relations services. The firm has decades of experience in lobbying the Florida
Legislature, both offensively and defensively, on behalf of public and private entities. Many of
' our public law attorneys began their careers as staff to the Florida Legislature, Governor's Office
and state agencies, providing our clients with a unique perspective on the most efficient means of
meeting their legislative goals. The firm 1s quite active in the political process and maintains
' close relationships with statewide legislators, as well as with key political leadership.
Our history includes effective representation before all levels of Florida government including
city, county, special district, state and the U.S. Congress. When there was a dispute as to
whether President Bush or Al Gore won the 2000 election in Florida, GrayRobinson was asked
to play a major role in representing the Republican Party. When Palm Bay, Port St. Lucie and
' North Port decided to purchase major utilities, our firm was there representing those
municipalities. When litigation was brought to ban cars on the beaches of Daytona Beach,
GrayRobinson was hired to represent Volusia County.
Our firm served as counsel to the Florida House of Representatives with regard to the
reapportionment of state and legislative and federal congressional districts. We represent the
' Florida Citrus Commission. Our attorneys counsel the Department of Management Services on a
variety of employee benefits issues and have also represented the state's largest private
children's services agency in negotiating and contracting with the state in the privatization of
' child protection services. GrayRobinson is very involved in the political process and our team
understands how state and local government truly works.
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' Ri (?txsi FOR PROP()SALS
CItYO}OCOEE-I.h(dSLAIP, ,(ONSUGt1NGStRVtC.:S
GRAY. ROBINSON
ATTORNEYS AT LAW
During the 2004 general election, GrayRobinson represented the Florida Department of State in
legal matters leading up to and including Election Day.
The bottom line, GrayRobinson is uniquely positioned to meet the City of Ocoee's goals for 2007
and beyond.
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(:I1YOFOCOEL' SERVICES ATTORNEYS AT LAW
D. REFERENCES
VMr. John Thomas
Director
Legislative & Public Affairs
Florida League of Cities
301 S. Bronough Street, Suite 300
Tallahassee, FL 32301
E-mail: JThomas@flcities.com
Phone: 1-850-222-9684
Fax: 1-850-222-3806
Mr. John Adams
President & CEO
Enterprise Florida
800 N. Magnoila Avenue, Suite 100
Orlando, FL 32803
E-mail: jaa@eflorida.com
Phone: 407-956-5600
Fax: 407-956-5599
,Mike Bollhoefer, City Manager
City of Winter Garden
251 West Plant Street
Winter Garden, FL 34787
E-mail: mikeb@wgdn.com
Phone: 407-656-3560
Fax: 407-656-4952
�Ms. Kathleen Russell
City of Orlando
400 South Orange Avenue
Orlando, FL 32801
E-mail: kathy.russell@cityoforlando.net
Phone: 407-246-3094
Fax: 407-246-2842
Mr. Steve Kohler
Space Florida
Mail Stop: SPFL
Building M6-306, Room 9030
Kennedy Space Center, FL 32899
E-mail: skohler@spaceflorida.gov
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RvQumm.si FOR PRONISALS
C'I I Y OF C)COEl.— I hCilSLAJ*tVhC'ONSlJI.,, ING SIRVICLS
E. REQUIRED FORMS
GRAY�ROBINSON
ATTORNEYS AT LAW
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RFP #07-003 COMPANY INFORMATION/SIGNATURE SHEET
FAILURE TO COMPLY WITH THESE RFP INSTRUCTIONS WILL RESULT IN DISQUALIFICATION OF YOUR
PROPOSAL. PLEASE SIGN BELOW ATTESTING THAT YOU HAVE READ AND UNDERSTAND ALL RFP
INSTRUCTIONS AND THAT THE PRICES REFLECTED ON THE "SCOPE OF SERVICES/PRICE PROPOSAL
FORM" ARE ACCURATE AND WITHOUT COLLUSION.
GrayRobinson, P.A.
COMPANY NAME
M,r �j- � W, m
AUTHORIZED SIGNATURE (manual)
Frederick W. Leonhardt, Shareholder
NAME/TITLE (PLEASE PRINT)
301 E. Pine Street, Suite 1400
STREET ADDRESS
Orlando FL 32801
CITY STATE ZIP
FEDERAL ID T 59-1300132
Individual -,Corporation
407-843-8880
TELEPHONE (INCLUDE AREA CODE)
407-244-5660
FAX (INCLUDE AREA CODE)
fleonhar(a)-gray-robinson.com
E-MAIL ADDRESS
IF REMITTANCE ADDRESS IS DIFFERENT
FROM PURCHASE ORDER ADDRESS,
PLEASE INDICATE BELOW:
Partnership Other (Specify)
Sworn to and subscribed before me this / 74"-aay of ( , 20 C %.
Personally Known or
Produced Identification
(Type of Identification)
RFP #07-003 Legislative Consulting
Notary Public -State of o R/DA
County of aA4V 6
Signature of Notary Public
b�o-tiu 3^s"A 4^i'Seh
Printed, typed or stamped
Commissioned name of Notary Public
DIANA BASCH LARSEN
Notary Public, State of Florida
11Ay comm. expires July 6, 2008
No, 00e309' ;
encY,Inc. (800)45
r"!Oth Ag 1,•4P. . r,
22
12. SUMMARY OF LITIGATION:
Provide a summary of any litigation, claim(s), bid or contract dispute(s) filed by or
against the Respondent in the past five (5) years which is related to the services that
the Respondent provides in the regular course of business. The summary shall state
the nature of the litigation, claim, or contact dispute, a brief description of the case, the
outcome or projected outcome, and the monetary amounts involved. If none, please so
state.
(Attach additional sheets if necessary)
See additional sheets.
13. ACKNOWLEDGMENT OF ADDENDA:
Respondent acknowledges receipt of the following addenda:
No. Dated
No. Dated
No. Dated
(remainder of page left blank intentionally)
RFP #07-003 Legislative Consulting
15
' ttrgr;rsT r or, r�rtr�r )S-,rs G R A Y R O B I N S O N
CrJY 0) 0C,.)E..--! }:GJSi. 1I IV}: C'ONS!!J., lJNG SIcReICES ATTORNEYS AT LAW
' SUMMARY OF LITIGATION
' The following matters were active within the past five years (January 2002). Each was either reported to
the carrier, or settled within this time period. Some matters are on -going.
' Nathaniel W. Tindall, H
Approximate date of alleged act, error or omission: 1992 - Present
' Reported to Chicago on 1/13/2003
Matter is closed. Case was dismissed in August '03. Plaintiff has been subjected to Florida Bar
discipline for making false allegations. No exposure to carrier for legal expenses as representation was
' provided by defendant.
Recap: Claim against the firm and Stephen F. Myers. Mr. Tindall later filed an amended complaint to
include various law firms (including Gray, Harris & Robinson), named individuals and corporate
' executives (not affiliated with Gray, Harris and Robinson). Mr. Tindall's original complaint listed
Travelers Indemnity Company as the sole defendant, which was represented by Gray, Harris & Robinson.
The amended complaint includes common allegations charging fraud and/or fraudulent concealment,
' engagement in active scheme, plan and/or design to cause Mr. Tindall financial harm or hardship. Mr.
Tindall's complaint also calls into question the action of elected officials and members of the judicial
system.
' Terri L. Steffen
Approximate date of alleged act, error or omission: 1994-1997
Reported to Chicago on 5/14/2002
Matter is closed. Defendant's Motion for Summary Judgment was granted on 9/18/03, and has been
affirmed by the appellate Court.
' Recap: Claim against former Shackleford Farrior attorney Geoffrey T. Hodges and GrayRobinson.
Complaint alleges that Shackleford Farrior and Mr. Hodges undertook to protect the interests of Ms.
Steffen in her real and personal property and to maintain those properties free and clear from the claims of
the creditors of Steffen's spouse. Additional allegations charge that Mr. Hodges failed to protect various
assets, including Steffen's homestead property. Subsequently, the transfer of various assets and property
has become subject to court -appointed receivership for liquidation in settlement of SEC claims.
' Robert J. Cheyne Estate
Approximate date of alleged act, error or omission: September, 1995
' Reported to Great American Insurance Company on 4/11/01
Matter is closed. Current legal defense expenses were within the policy deductibles.
Recap: Claim against the firm and Janet Stuart re Stockholder's Agreement. A change needed to be made
on the document to read 48 months instead of 36 months as the maximum time a "fixed value" for the
stock was valid for purposes of the mandatory buy -sell provisions of the Agreement. The Court
ultimately clarified the Agreement and no further claim has been made against Mrs. Stuart.
Howard Littell
Approximate date of alleged act, error or omission: December 1996
Reported to Chicago on 2/12/03
Matter is currently ongoing. Suit was filed and defense counsel secured. The matter has been dismissed
on several occasions without prejudice. Littell recently obtained new counsel and will seek to amend
' complaint. Discover and various depositions are currently being conducted. Experts have also been
secured. Current legal defense expenses may exceed the policy deductibles.
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' R}-ouT!ST Rn2 PROPOSALS GRAY ROBINSON
C.IIYw00)E1—L}'.i.IiSLAI[V}CC)ivSUi:!!tit Sr.K�'ICE.ti ATTORNEYS AT LAW
Recap: Claim against the firm and Janet Stuart. Another law firm and attorney are also listed in the
' complaint as additional defendants. Mrs. Stuart handled the estate plan for Betty Herman as well as
amendments to an existing trust agreement. Mr. Littell seeks damages as a result of his failure to benefit
as trustee from the original trust and subsequent amendments.
' Donald Rudolf, M.D. v. Anesthesiologists of Central Florida
Approximate date of alleged act, error or omission: 4/9/98
Reported to Great American Insurance Company on 7/30/01
Matter is closed. Although Summary Judgment issued in favor of defendant, Plaintiff filed Notice of
Appeal. Oral Argument has conducted. District Court of Appeal, Fifth District affirmed final judgment
' on February 2, 2005. Case was dismissed.
Recap: Claim against the firm and David Schick, Conflict of Interest Issues. Anesthesiologists of Central
Florida retained the firm in negotiations for renewal of a contract between ACF and LRHS for provision
' of anesthesiology services. Roger Murbach, Edward Stockton and Steven Appelblatt were all principal
officers of ACF and members of the Board of Directors. David Schick assisted Murbach, Stockton and
Appelblatt in negotiating a contract with ORHS without ACF and failed to advise other members of the
' Board of Directors of ACF of this conflict of interest.
VMS Builders
' Approximate date of alleged act, error or omission: July 2002
Reported to Chicago on 12/9/02
Matter is closed. Local defense counsel was secured. Legal defense expenses and settlement were
' within the policy deductibles.
Recap: Claim against the firm and John A. Anthony, regarding formal written release of a 5th mortgage
' on property was not properly secured at time of closing.
Toby James Aldridge
Approximate date of alleged act, error or omission: March 2003
' Reported to Chicago on 10/14/03
Matter is closed. Case has been dismissed with prejudice. No exposure to carrier for legal expenses as
representation was provided by defendant.
' Recap: Claim against the firm and Daniel Mitchell, regarding proceeds from sale of Plaintiffs property
which were disbursed by title company to Mr. Mitchell for attorney fees. Claim alleges the fees were not
' due and Mitchell subsequently released the funds to a party other than the Plaintiff.
Denley D. Daw and Sally K. Daw
' Approximate date of alleged act, error or omission: April 2003
Reported to Chicago on 10/15/04
Matter is on -going. Local defense counsel was secured. Complaint was recently filed and served on the
' firm as well as other non-GrayRobinson Defendants. Plaintiff has dismissed one party to the Complaint.
Legal Expenses should be absorbed by the policy deductibles.
Recap: Claim against the firm and Philip F. Nohrr, regarding purchase of mobile home park and various
assets of the on -going business. Claim alleges failure to properly evaluate and advise Plaintiffs regarding
the value of the business and its assets as well as various deed restrictions and requirements, etc.
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' {ZEQiTST FOR PRO )S.ALS G R A Y I R O B I N S O N
C:IIY O) OCOEI ATTORNEYS AT LAW
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Electric Machinery
Approximate date of alleged act, error or omission: Unknown
Reported to Chicago on 2/14/05
Matter is closed.
Recap: Incident against the firm and Kevin Kelly. The firm has filed a claim with the Bankruptcy Court
for outstanding attorney's fees and costs. Debtor/Plaintiff filed a counterclaim against the firm alleging
breach of professional and fiduciary duties. Matter has been dismissed. Defense expenses were well
within the deductible.
Ron Sellers & Associates, Inc.
Approximate date of alleged act, error or omission: December 2004
Reported to Chicago on 9/22/05
Matter to be closed.
Recap: Claim against the firm and Michael Neukamm, regarding alleged conflict of interest in
representing related parties to the possible acquisition of and/or merger/joint venture of Ron Sellers &
Associates and another insurance agency. Defense counsel was secured. Matter has settled — total
payment to plaintiff was $400,000.
Victor Cohen, Tillie Cohen, et al (Olvey)
' Approximate date of alleged act, error or omission: Unknown
Reported to Chicago on 10/4/05
Matter is on -going.
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Recap: The firm and Frank Hamner (former Gray Robinson attorneys) are listed as Co -Defendants in a
recently filed Complaint. Because of the multiple defendants, it is unclear at this point as to the exact
alleged claim against the firm. Defense counsel has been secured and a Motion to Dismiss has been
prepared. Gray Robinson's Non Convenience Motion was granted. Plaintiff has re -filed claim in Federal
Court, Middle District of Florida. Local defense counsel has been secured. Legal expenses are being
absorbed by the policy deductibles.
Chou, Hung Ju and Yon Sup
Approximate date of alleged act, error or omission: 2003
Reported to Chicago on 3/29/04, and again 12/14/05
Matter is closed.
Recap: The firm and Bruce Harris (former Gray Robinson attorney) are listed as Co -Defendants in a
recently filed Complaint. Complaint alleges Defendants did not properly advise them of potential
property values re an eminent domain matter. Defense counsel has been secured. Legal expenses were
absorbed by the policy deductibles. Matter now concluded.
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