HomeMy WebLinkAboutM-96-0132s
CITY OF MIAMI, FLORIDA
INTER -OFFICE MEMORANDUM
To: Honorable Mayor & Members DATE:
of the City Commission
SUBJECT
FROM REFERENCES:
Cesa o
City ger ENCLOSURES:
In!
RECOMMENDATION
�.� 6. _1�
419:_Iil
FILE
Resolution of Protest,
Insurance Broker Services
It is respectfully recommended that the City Commission adopt the
attached resolution approving the Chief Procurement Officer's
decision to reject the protest of Beltran, Alexander & Alexander,
in connection with RFP 93-94-166 for insurance broker services.
BACKGROUND
On July 1, 1994, the City of .Miami solicited proposals through
Request for Proposals (RFP) 93-94-166, to provide insurance
broker services. By letter on March 30, 1995, Beltran, Alexander
& Alexander protested the City Is determination to recommend that
a contract be awarded to the higher ranked proposal from Arthur
J. Gallagher.
Pursuant to Section 18-56.1 of the City Code, the Chief
Procurement Officer met with City staff, duly investigated the
matter, and determined that the protest lacked merit, as detailed
in the attached letter.
It is, therefore, recommended that the City Commission adopt the
attached resolution approving the Chief Procurement Officer's
decision to reject the protest of Beltran, Alexander & Alexander
Enc.
132) 1
fir- N
DATE 10/03/95
AGENT# 087385563
TYCL LIC STATUS
0216 Q LICENSED
0218 Q LICENSED
0240 Q LICENSED
AGENT LICENSE DISPLAY
FRASER JELIX LUCIUS
PAGE 2
DOB 10/23/35
RE
STAT DT QT YR RCPT/APP #ACT TEMP LLLDTE SCH FILE
041985 D 87 0000000001 003 00
110288 I 88 0000000001 003 00
110288 D 88 L000517314 001 00 09701 N
Walter Foeman
City Clerk
,jG-- 132
con tyE �� •
THE TREASURER OF THE STATE OF FLORIDA
DEPARTMENT OF INSURANCE
BILL NELSON
October 24, 1995
Lucia A. Dougherty
Greenberg Traurig
1221 Brickell Ave
Miami, FL 33131
Re: Ruby Fraser
Robin Fraser
Dear Ms. Dougherty:
Thank you for your request concerning obtaining a Status Print Out for the above -
referenced people.
A Status Print Out cannot be issued as our records reflect no record of Ruby or Robin
Fraser as being licensed or appointed with this Department. A license will remain in effect
for 24 months after the last appointment is cancelled. If it has been 3 years since either
subject was appointed, records have been purged. There is nothing of a derogatory nature
against either person's record.
JD:kap
If we may be of further assistance, please let us know.
Sincerely,
John Derby
Administrator -License Control
Bureau of Agent and
Agency Licensing
t
Gn
VIValler eerr� r�
City Clerk
TREASURER • INSURANCE COMMISSIONER • FIRE MARSHAL
SHIRLEY KERNS • CHIEF • •BUREAU OF AGENT & AGENCY LICENSING
200 EAST GAINES STREET • TALLAHASSEE, FLORIDA 32399-0319 • (904) 922-3137 Exr. 5405
Affirmative Action / Equal Opportunity Employer 9 6 — 132
�'it+L srti�o
IW
ot
OFFICE OF THE TREASURER BILL NELSON
DEPARTMENT OF INSURANCE TREASURER
INSURANCE COMMISSIONER
The Capitol, Tallahassee, Florida 32399-0300 FIRE MARSHAL
LETTER OF CERTIFICATION
10/04/95
STATE OF FLORIDA
DEPARTMENT OF INSURANCE AND TREASURER
BUREAU OF AGENT AND AGENCY LICENSING
TALLAHASSEE, FL. 32399-0300
RE: SS# 087-38-5563
FRASER,FELIX LUCIUS
14235 SW 96TH TER' VCR23
MIAMI FL 33186-1181
THE ABOVE —NAMED HAS QUALIFIED FOR THE FOLLOWING LINES OF INSURANCE:
1. LINE: LIFE
LICDATE: 04/19/85; METHOD: WRITTEN EXAMINATION.
2. LINE: LIFE AND HEALTH
LIC DATE: 11/02/88; METHOD: WRITTEN EXAMINATION.
3. LINE: HEALTH
LIC•DATE: 11/02/88; METHOD: WRITTEN EXAMINATION.
NO EXAMINATION IS REQUIRED FOR AN INDIVIDUAL WITH A CLU DESIGNATION.
OUR FILES DO NOT REFLECT ANY INFORMATION THAT WOULD PRECLUDE ISSUANCE OF
AN APPOINTMENT FOR THIS INDIVIDUAL.
THE ABOVE —NAMED INDIVIDUAL IS CURRENTLY APPOINTED FOR THE FOLLOWING
LINES OF INSURANCE:
1. LINE• LIFE
2. LINE: LIFE AND HEALTH
3. LINE: HEALTH
IN TESTIMONY WHEREOF, I; BILL NELSON, TREASURER AND INSURANCE
COMMISSIONER, HERETO SET MY HAND AT TALLAHASSEE, FLORIDA THIS 4TH DAY OF
OCTOBER, 1995.
BILL NELSON
TREASURER AND INSURANCE COMMISSIONER
Affirmative Action/Equal Opportunity Employer v 6 - 132
N.
6A THE MIAMI HERALD, WEDNESDAY. SEPTEMBER 1. 1993 F
Taxpayers, too, pick up bigger tab
Governments paying more to insure public sites
By DAVID SATTERFIELD
Senior Business Writer
Higher prices for commercial
—insurance are hitting everyone,
including -local taxpayers.
If you live in Dade or
Broward counties, you're pick-
ing up Hurricane Andrew's tab
for sharply rising costs to
insure public property.
Here are a couple examples:
Broward County insures
about S1.2 billion in public
property, from airport light
Poles to administration build-
ings. Before Andrew, the
county paid its insurer about
$800,000 a year to insure
against all risks, from fires to
hurricanes.
The deductible was S 10,000,
with a special $50,000 deduct-
ible for the wide-open airport
area.
Then came Andrew.
Broward renewed its insur-
ance contract in June, using 13
different insurers. Premiums
now total about S3.1 million.
But the coverage has been
scaled back dramatically. The
$1.2 billion in property is still
insured.
But hurricane and flood cov-
erage is capped at S 100 million.
And that includes a 2 percent
deductible, with a minimum of
$2 million and a maximum of
`No one is pleased
with the increase in
prices. But I don't
think we're getting
gouged.'
JAY 0. LOTT
Broward director
of risk management
$10 million per event.
So if a hurricane hit this year
and caused $100 million in
damage, the county would pay
a $10 million deductible and
receive S90 million from its
insurance. Any damage beyond
that would be paid by taxpay-
ers.
"No one is pleased with the
increase in prices," said Jay O.
Lott, director of risk manage-
ment for Broward Courtty.
"But I don't think we're getting
gouged."
Prices rose even higher at
Dade County Public Schools.
Before Andrew, the school
system had $150 million in
coverage. The premium was
$770,000 a ,ear, and the hurri-
cane deductible was S I million.
Dade Schools collected about
Alexander FAX TRANSMITTAL N0 0P""'
$p1exande`AA 0 d,5v (a�
To:
s
COMEPT: -1 C tY i
FAX:
FROM:
COMEPT � A -
$150 million from its insurers
after the storm — about 200
times the annual premium.
So Susan Weiner, assistant
superintendent in charge of
risk management, had no
doubt rates would rise. She said
the school system is fortunate
to even find coverage.
The new package. which
raises the coverage to $200 mil-
lion, is provided by 17 different
insurers. The annual premium:
$7.5 million, or nearly 10 times
the old premium.
The hurricane deductible is
similar to Broward's -- 2 per-
cent of property value with a
cap of $10 million.
Arthur Gallagher & Co.. an
insurance broker, put together
the package for Dade Schools.
Gary Van der Voort, presi-
dent of Arthur Galla$her's
Miami office, said the insur-
ance market after Andrew sim-
ply has a difficult time absorb-
ing big risks offered by munici-
palities and major corpora-
tions. Because insurers can't
get the reinsurance that pro.
vides back-up coverage, they
have to scale back or boost
rates.
"Markets just don't the
capacity to absorb that risk."
,he said. "Reluctantly, some
companies are helping out.".
PHONE: a !`-� c�L� T!7 FAX: 9 G. -:,. 13 2
§ 2.285
MIAMI CODE
Following such referral by the affirmative action
bers of such "person": spouse, son, dai
office, the board may appoint a committee or a
parent, brother or sister.
single hearing officer to hear these complaints and
(c} The prohibition upon activity w
to report findings and make recommendations to
set forth in subsections (a) and (b)
the full board. (Ord. No. 87?5, § 1(2), 11-IU-77; Ord.
section shall remain in effect for a pe�,
' No. t113t), ti lC?). 7-'?•1-80; Ord. No. 9348, § 2, 11-12.81)
two (2) years after the officer, offic
Secs. 2-286-2-300. Reserved.
employee has left city service or term
city employment. (Code 1967, § 2-102; 0
9015, § 1, 11.8.79; Ord. No. 10823, § 2, 1.
ARTICLE V. CONFLICTS OF
Sec. 2.303. Accepting gifts, etc., from
INTEREST•
contracting, etc., with city,
Sec. 2-301. Applicability of article.
Every officer, official or employee'
city, including every member of any,
This article shall be applicable to and
commission or agency of the city, is e:
binding upon every officer, official and
prohibited from accepting, directly;
employee of the city, including every member
directly, from any person, company,;
of any board, commission or agency- of the
corporation to which any purchase o
' city. (Code 1967, § 2-101)
contract is or might be awarded, any
gift, money or anything of value what
Sec. 2 302. Transacting business with city;
except where given for the use and bet
appearances before city boards
the city. (Code 1967, § 2-103)
etc.
(a) No person included in section 2.301 shall Sec. 2-304. Waiver of requirem
enter into any contract or transact any business article.
with the city or any person or agency acting for (a) The requirements of this article may
the city, or shall appear in representation of any for a particular transaction or transact
third party before any board, commission or by an affirmative vote of four -fifths (4
agency of which such person is a member, and members of the city commission after pu
any such contract, agreement or appearance en- ing Such waiver may be effected only E
tered in violation of this section shall render the ings by four -fifths (4/5) of the membersi
transaction voidable. commission, as follows:
(b) The word "person" appearing in subsec- (1) An open -to -all sealed competitive
tion (a) of this section shall include officers, been submitted by a city peso
officials and employees as set forth in section firth in section 2-301 hereof; or
2-301 hereof and the following family mem-
(2) The bid has been submitted byJ
or firm offering services within >,,
'City charter reference —City officer& and employees
prohibited from having interest in profits, etc., of
contracts, jobs, etc., performed for the city, 14(c).
City code cross referencea—Bondsmen influencing
city officers and employees, § 9-5; conflicts of
interest in regard to members, employees, etc., of
downtown development board, § 14-36; candidates
soliciting or accepting gifts, etc., presenting potential
conflicts of interest, 1 16-16.1.
Law review reference —Note as to conflicts of
interest of municipal officers, 20 Miami L. Rev. 472,
Supp. No. 39
262 6 - 1 3 2'
ADMINISTRATION
§ 2.305
architecture, landscape archi-
Executive director of downtown development
,of
fessional engineering or regdstered
defined by the laws of the
authority;
Director of off-street parking department;
Ong, as
mrsuant to provisions of the Con-
Executive secretary of civil service board;
ompetitive Negotiation Act as are
Fire chief;
;e. and as may be hereinafter en-
Chief of police;
the bid has been submitted
Downtown development authority;
when
erson as set forth in section 2-301
Off-street parking board;
ti.I ,
Directors of all departments;
jy or services to be involved in the
shall, within thirty (30) days from the effective
'ansaction are unique and the city
date'bf sections 2-305 through 2-307 [June 1, 19671,
61 itself of such property or' ser-
submit to the city clerk a complete itemized list of
ut entering into a transaction which
all real property owned by him, whether the title
ate this section but for waiver of
be either legal or equitable, whether owned in
ments; and
whole or in part, including corporate real prop-
erty'in which he has a controlling interest or is
(d transaction will be to the best
an officer of such corporation, and shall include
the city.
the -following information as to each parcel of
ings shall be spread on the minutes
land:
non. This section shall be applica
(1) 'The legal description and common address;
gwtive transactions, and the com-
a no case ratify a transaction en-
(2) The municipal or county zoning classification
on of this section.
wherein the property is located;
tion shall be taken to be cumulative (3) The manner in which the property is pres-
be construed to amend or repeal any
ently being utilized.
or ordinance pertaining to the same
The itemized list shall be verified under oath.
r (Code 1967, § 2 104)
provided, that only those real properties shall be
hence —Consultants' competitive negotiation'
required to be listed that are located within the
r'056'
'i
corporate limits of the city or those properties
r'P Y P P
ist of real estate owned —Required
located five hundred (500) feet beyond the corpo-
[certain officials.
rate limits of the city. The real properties required
q ,
lowing enumerated elective and ap-
to be. listed shall be on the form attached hereto
and made a part hereof.
ets or employees of the city:
All the elective and appointive officers or em-
ployees enumerated above who are appointed sub
iBSloners•
sequent to the effective date of sections 2-305 through
2-307 [June 1, 19671 shall, within thirty (30) days
„V
of their election or appointment, submit an item-
r; '
ized list verified under oath of real estate hold-
, board;
ings as provided above. (Code 1967, § 2-105; Ord.
Ian board;
No. 10966, § 2, 4-2-92)
stem board;
inistration for planning and zon-
Republication note —Pursuant to directions of the city,
the editor has deleted the following terms from the listing of
:R=
officers in this section as being obsolete or because terminol•
.anning advisory board;
ogy has been changed: municipal judges; pension board; plan.
Wing board;
ning end zoning board; director of department of water and
e nU1S
f,.. nuisance abatement board;
sewer; executive director of the housing authority: executive
secretary of planning and zoning board; water and sewer board:
262.1
R'- 132
ate
FLORIMDEPARTMENT .OVINSURANCE I
FELIX LUCIUS FWER
087385563
ry .. .
IS LICENSED , TO TRANSACT THEE
OL NGIONSES 0'
n
n.r� INS rop.,i
Life
Life & Health
Health
.06-'3217 SIGNATYRE-
G'A
96- 132
CITY OF MIAMI, FLORIDA
INTER -OFFICE MEMORANDUM 8l
j TO Honorable Members of DATE : May 16, 1995 FILE
The Ci y Commission
SUBJECT : Recommendation for
Accepting Proposal for
Brokerage Services
FROM : Cesar H. OdiO REFERENCES
City Manager
ENCLOSURES:
RECOMMENDATION:
It is respectfully recommended that the attached' Resolution
accepting The Proposal of Arthur J. Gallagher and Company for
furnishing insurance brokerage services be adopted. The services
will be acquired at no direct cost to the City.
BACKGROUND:
Pursuant to City Code Section 18-102, the Self Insurance and
Insurance Committee is authorized to procure coverages which are
most advantageous to the City for specific risks through
Commercial Insurance Policies. The procurement of these is best
accomplished through an insurance brokerage firm. Therefore,
Request for Proposal No. 93-94-166, to provide brokerage services
was mailed to twenty-six potential proposers. In response, two
proposals were received.
The proposals were evaluated and ranked by a selection committee.
The selection committee's criteria for selection was based on the
responses to the R.F.P. and an oral interview addressing the
following:
A. The most appropriate staffing, personnel, resources and
experience demonstrated by the Broker.
B. Services the Brokers are willing to provide.
C. Product knowledge.
D. Minority participation and acceptable Affirmative Action
Plan.
E. Fees and other compensation
F. Firms primary location.
The ranking of the two firms were as follows:
Arthur J. Gallagher - Ranked #1 by all Members.
Alexander & Alexander - Ranked #2 by all Members.
It is, therefore, recommended that Arthur J. Gallagher's proposal
be accepted as the most advantageous proposal to the City. .
MES/bgt
96- 132
(,iffy OP MIAMI, FLORIE
jilkol,08AI, FOIt.M (Continued)
MINORITY STATU"), I 111101(flATI fill Wlhhol!
I
NaELEI ATI �NPJID�P PM(;1PATJUll
yq%zo®r cjw�k one lxx cnly and
t e
A
'Jj
zv
CITY OF MIAMI, FLORIDA RFP NO. 93-94-166
PROPOSAL FORM (Continued)
This questionnaire is to be submitted to the designated City
Office by the proposer, along with the proposal being submitted
for the goods and/or services required by City. Do not leave any
questions unanswered. When the question does not apply, write
the word(s) "None"., or "Nottpplicable", as appropriate.
L I C E N S E S
1. County or Municipal Occupational 'License No. (if any) Not ADDlicable
(Attach copy)
2. State License No. (if any):
263-70-1832 & 267-68-6670
3. Occupational License Classification: Not ADDlicable
4. License Expiration Date: Not Aool i cabl e
5. Metro -Dade County Certificate of Competency No. Not Applicable
(attach copy if requested in Proposal)
I N S U R A N C E
Underwriters at Lloyd's and various
6. Name of Insurance Carrier: Insurance Companies
7. Type of Coverage: Insurance Brokers & Agents Professional Liability Insurance
8, Limits of Liability: $10,000,000 each cliam and in the aggregate, with certain
self -insured retentions and deductibles.
9. -Coverage/Policy Dates: November 1 1993 to November 1, 1994
10. Name of Insurance Agent: Alexander & Alexander, Inc.
11. Deductible ( if any) : As indicated above
12. Agent's Phone (with area code) : (212) 973-4200
E X P E R I E N C E
95
13. Number of Years your organization has been in business:
14. Number of Years experience PROPOSER
(person, principal of firm, owner) has had
in operations of the type required by See Below
specifications of the Proposal:
'15. Number of Years experience PROPOSER
(firm, corporation, proprietorship) has
had in operations of the type required by 36
the specifications of the Proposal:
PROPOSER NAME: ALEXANDER & ALEXANDER, INC .
4
EATTAIRE T COMPLETE,_STGN, AND RETURN THIS FORM MAY DISQ1jAT,TFY THIS PROP(
96- 132
RFP NO. 93-94-166: INSURANCE BROKER SERVICES
PRINCIPAL BUSINESS
NAME OF FIRM: ALEXANDER & ALEXANDER, INC.
(Identify Officers)
Juan E. Beltran, President
Jorge E. Andino, Vice President
Carlos A. Fumagali, Asst. Vice President
BY:
Juan E. Beltran
Typed or Printed)
(Signature)
Lourdes D. Arias, Asst, Vice PrPeidp
7D,-�/'
(Dat )
President
(Title)
i 7000 S. W. 97th Avenue, Suite 200, Miami, FL 33173
AbDRESS:
TELEPHONE #: (305) 279-7870
FAX #: (305) 279-9963 or (305) 59807441
STATE LICENSE #: 263-70-1832 & 267-68-6670
(if applicable)
COUNTY LICENSE #; N/A
(if applicable)
CITY LICENSE #: N/A LICENSE TYPE:
All Lines:
( if applicable) Property, Casualty, Personal
Life & Benefits
5
96- 132
I I
i r
CITY OF MIAMI, FLORIDA RFP NO. 93-94-166
PROPOSAL FORM (Continued)
IMPORTANT: PROPOSAL FORMS AND PROPOSAL ACKNOWLEDGEMENT MUST BE
RETURNED IN TRIPLICATE, IDENTIFIED BY RFP NUMBER, TIME AND
DATE OF RFP OPENING. IF SECURITY IS REQUIRED, A PROPOSAL WILL
NOT BE ACCEPTED UNLESS THE DEPOSIT OR BOND IS SUBMITTED.
NAMES OF COMPANY OWNER(S):
Public Company Listed On The
Stock Exchange
NAMES OF COMPANY OFFICER(S):
a) List principal business address: (.street address)
7000 S. W. 9.7th Avenue, Suite 200, Miami, FL 33173
b) List all other offices located in the State of Florida:
(street address)
SEE ATTACHED
Name of individual holding license.. in this profession (if
applicable): ALL INDIVIDUALS INVOLVED IN THIS PROJECT
The undersigned proposer acknowledges that (s)he has received a copy of
Ordinance #10062 as amended, the Minority Procurement Ordinance of the City of
Miami and agrees to cemply with all applicable substantive and procedural
provisions therein including any tents thereto.
I
Proposer: ALEXCA DER & ALEX ER,- INC.
I
Signature:,
,company name)
Date: J Print Name: JUAN E . BELTRAN
i •
Indicate if Business is 51% Minority -owned: (Check one box only)
[ ] BLACK [ ] HISPANIC [ ] FEMALE
AFF,IEM&TI4E AL`TION PI+BI�
If firm has an existing plan, effective date of implementation: 1980
If fixm does not have an existing plan, the Successful Proposer(s) shall be
required to establish an Affirmative Action Policy, pursuant to Ordirorce
#10062 as anexxied. See Appendix I for sample.
Proposer: ALE t- DER & ALEX .1 INC.
,ANDED
Signature:
M
r" ,
CITY OF MIAMI, FLORIDA RFP NO. 93-94-166
PROPOSAL FORM (Continued)
MINORITY STATUS INFORMATION SHEET
Please check one box only and complete any and all sections applicable to
your firm.
1. Indicate Minority/Women Classification of Business Enterprise
(PROPOSER): [X] B=BLACK [ ] H=HISPANIC [X] F=FEMALE [ ] NM=NON-MINORITY
2. If ONE OF THE FOLLOWING, give details of Minority/Women Participation
within firm(s), or as it may apply to this Proposal, if awarded.
Indicate Minority/Women Classification of each company:
VENTURE: Provide information re
A. JOINT VE regarding g Minority/Women firms
participating and the extent of participation.
$ of Dollar
Firm Name Business Address Contract Amount
L J .
1 ]
B. SUBCONTRACTORS: Provide information regarding Minority/Women firms
participating and the extent of participation.
• % of Dollar
Fixm Name Bus.Less agaress contract Amount
RUB I X CORP. [ ] 14Z5S 5W q(o"TeRR . 3 LI ems= ►O�or�%T3O10 TB A
[ 1
C. SUPPLIERS: Provide details regarding Minority/Women firms that
supply you with goods or services; state the extent.
% of Dollar
Firm Name Business Address Contract Amount
RUB 1 X CORP [ 1y235 5w q(Q -ree jt .
[ ] Minns i , FL B311M
14 [ ]
FAILURE TO COMPLETE, SIGN AND RETURN THIS FORM MAY DISQUALIFY THIS PROPO,9
�- 132
CITY OF MIAMI, FLORIDA
■ PROPOSAL FORM (Continued)
RFP NO. 93-94-166
This questionnaire is to be submitted to the designated City
Office by the proposer, along with the proposal being submitted
for the goods and/or services required by City. Do not leave any
questions unanswered. When the question does not apply, write
the word(s) "None", or "Not Applicable % as appropriate.
L I C E N S E S
1. County or Municipal Occupational License No. (if any) N/A
(Attach copy) Gregory Butterfiel
Agent's License)
2. State License No. (if any)
3. Occupational License Classification: insurance and Brokerage
4. License Expiration Date: Renewed Annually
5. Metro -Dade County Certificate of Competency No. N/A
(attach copy if requested in Proposal)
I N S U R A N C E '
Underwriters at Lloyds of London E
6. Name of Insurance Carrier: Various Companies
7. Type of Coverage: Errors E Ommissions
8. Limits of Liability: $5,000,000
9. Coverage/Policy Dates: 5/1/94-5/l/95
10. Name of Insurance Agent: Arthur J. Gallagher E Co.
11. Deductible (if any) : Self Insured Retention
12. Agent's Phone ( with area code) : (708) 773-3800
E X P E R I E N C E
13. Number of Years your organization has been in business: 1977
1927 for anent Company
14. Number of Years experience PROPOSER
(person, principal of firm,' owner) has had 16 years Antonio Abella
in operations of the type required by
the specifications of the Proposal: 14 years Gregory Butterfield Nyears tar the Florida
15. Number of Years experience PROPOSER Corporation
(firm, corporation, proprietorship) has
had in operations of the type required b
the specifications of. the Proposal: 6-/Xyears for the Parent Company
PROPOSER NAME: Arthur-J. Gallagher E Co. (Florida)
8
1,ZC�e_AILURE TO COMPLETE, SIGN, AND RETURN THIS FORM MAY DISQUALIFY THIS•PROPOS
(6-- 132
CITY OF MIAMI, FLORIDA
PROPOSAL FORM (Continued)
RFP NO. 93-94-166
IMPORT T: PROPOSAL FORMS AND PROPOSAL ACKNOWLEDGEMENT MUST BE
RETURNED IN TRIPLICATE, IDENTIFIED BY RFP NUMBER, TIME AND
DATE OF RFP OPENING. IF SECURITY IS REQUIRED, A PROPOSAL, WILL
NOT BE ACCEPTED UNLESS THE DEPOSIT OR BOND IS SUBMITTED.
NAMES OF COMPANY OWNER(S):
Arthur J. Gallagher E Co.
NAMES OF COMPANY OFFICER(S):
Gregory Butterfield Nayja Zacur
David L. Marcus Malachi Hogan
G. Joseph Williams Andres Santa
Antonio B. Abella
William E. Nelson
Donald Miller
a) List principal business address: (street address)
8355 N.W. 53rd Street, #215, Miami, FL 33166
b) List all other offices located in the State of Florida:
( street address )l ) 2255 Glades Road, #400E, Boca Raton, FL 33431
2) 440 Sawgrass Corporate Parkway
Sunrise, Florida 33325 (,5e � � pa)
Name of individual holding license in this profession (if
applicable) :All -Producing and CSR personnel
The undersigned proposer acknowledges that (s)he has received a copy of
Ordinance #10062 as amended, the Minority Procurement Ordinance of the City of
Miami and agrees to comply with all applicable substantive and procedural
provisions therein, including any amendments thereto.
Proposer: Arthur J. Gallagher & Co. (Flo ida)
Signature:
ompany name.
Date: 7/22/94 Print Name: Gregory Butterfield
Indicate if Business is 51% Minority —owned: (Check one box only)
[ ] BLACK [ ] HISPANIC [ ] FEMALE
AFF1gtT1VF ACTION PLAN
If firm has an existing plan, effective date of implementation: NONE
If firm does not have an existing plan, the Successful Proposer(s) shall be
required to establish an Affirmative Action Policy, pursuant to Ordinance
#10062 as amended. See Appendix I for sanpie. See Attached
Proposer: Arthur J
Signature:
Gallagher E Co. (FL
ny name)/
Equal Oportunity Rule
9
DG-- 132
AWARD OF RFP
5/15/95
RFP No. 93-94-166
ITEM: Insurance Broker
DEPARTMENT: Fire Rescue
TYPE OF PURCHASE: Contract
REASON: To furnish insurance broker services
POTENTIAL PROPOSERS: 26
PROPOSALS RECEIVED: 2
FUNDS: Indirect Cost
through
commission
insurance premiums
paid from
Acct. Code
No. 620101-650.
RFP EVALUATION: RFP
Invitations
RFP
Mailed
Responses
ALL VENDORS ............................
19
6
MINORITY/FEMALE (M/F) VENDORS..........
12
2
Within City limits ..................
4
2
Registered with City ................
8
0
Black (B) Vendors ......................
5
0
Located within City limits..........
2
0
Registered with City ................
4
0
Female (F) Vendors .....................
1
0
Located within City limits..........
0
0
Registered with City ................
1
0
Hispanic (H) Vendors ............
5
2
Located within City limits..........
2
2
Registered with City ................
3
0
NON -MINORITY (NM) VENDORS ..............
4
4
Located within City limits..........
1
1
96- 132 i11
ll
Reason(s) for NOT awarding to local vendor:
RECOMMENDATION: IT IS RECOMMENDED THAT AWARD BE MADE TO ARTHUR
J. GAL at= & COMPANY, A NON-MINORITY/NON-
LOCAL V1 NDOR,
C i f P cuj�em nt f cer
12 ��— 132
J-95-483
5/23/95
RESOLUTION NO.
A RESOLUTION, WITH ATTACHMENT, ACCEPTING THE
PROPOSAL OF ARTHUR J. GALLAGHER AND COMPANY,
FOR FURNISHING INSURANCE BROKERAGE SERVICES,
ON A CONTRACT BASIS FOR ONE (1) YEAR,
RENEWABLE AT THE CITY'S OPTION, FOR TWO
ADDITIONAL ONE YEAR PERIODS AT THE SAME
PRICE, TERMS, AND CONDITIONS, FOR THE
DEPARTMENT OF FIRE -RESCUE, AT NO DIRECT COST
TO THE CITY OF MIAMI (CITY); COMPENSATION FOR
THIS SERVICE SHALL BE SUCH COMMISSIONS AS ARE
PAID BY INSURANCE COMPANIES BASED ON ANNUAL
PREMIUMS PAID BY THE CITY FOR PURCHASE OF
POLICIES PROCURED BY THE BROKER; ALLOCATING
FUNDS THEREFOR FROM THE CITY'S SELF INSURANCE
AND INSURANCE TRUST FUND, ACCOUNT CODE NO.
620101-650; AUTHORIZING THE CITY MANAGER TO
ENTER INTO A CONTRACT, IN SUBSTANTIALLY THE
ATTACHED FORM, FOR SAID SERVICES, AND
THEREAFTER TO INSTRUCT THE CHIEF PROCUREMENT
OFFICER TO ISSUE A PURCHASE ORDER FOR THESE
SERVICES, SUBJECT TO THE AVAILABILITY OF
FUNDS.
WHEREAS, the City of Miami needs insurance brokerage service
for the Self -Insurance and Insurance Trust Fund; and
WHEREAS, said services will allow the Self -Insurance and
Insurance• Committee (Committee) to purchase such coverage in the
event that adequate financial reserves have not been provided or
an analysis of the costs involved demonstrates that it is more
economical for the City to maintain coverage for certain specific
risks through commercial insurance policies; and
WHEREAS, the Committee is authorized and directed to procure
such coverage pursuant to City Code, Section 18-102; and
13
9r_ 132
WHEREAS, pursuant to public notice, sealed proposals were
received on July 25, 1994, for the furnishing of insurance
brokerage services; and
WHEREAS, Request for Proposals No. 93-94-166, to provide
these services, were mailed to twenty-six (26) potential
proposers and two (2) proposals were received; and
WHEREAS, the proposals were evaluated and ranked by a
selection committee which recommended that the proposal received
from Arthur J. Gallagher & Company be accepted as the proposal
most advantageous to the City; and
WHEREAS, funds for the purchase of commercial insurance are
available from the City's Self -Insurance and Insurance Trust
Fund, Account Code No. 620101-650; and
WHEREAS, the City Manager and the City's Self -Insurance and
Insurance Trust Fund Committee recommend that the proposal
received from Arthur J. Gallagher & Company be accepted as the
proposal most advantageous to the City;
NOW, THEREFORE, BE IT RESOLVED BY THE COMMISSION OF THE CITY
OF MIAMI, FLORIDA:
Section 1. The recitals and findings contained in the
Preamble to this Resolution are hereby adopted by reference
thereto and incorporated herein as if fully set forth in this
Section.
Section 2. The proposal of Arthur J. Gallagher &
Company, for furnishing insurance brokerage services, on a
contract basis for one (1) year, renewable at the City's option,
2-
14 96_ 132
for two additional one year periods at the same price, terms, and
conditions, for the Department of Fire -Rescue, at no direct cost
to the City of Miami (City), with compensation for this service
to be such commissions as are paid by insurance companies based
on annual premiums paid by the City for purchase of policies
procured by the broker, is hereby accepted, with funds therefor
hereby allocated from the City's Self -Insurance and Insurance
Trust Fund, Account Code No. 620101-650.
Section 3. The City Manager is hereby authorized to
enter into a contract, in substantially the attached form, with
Arthur J. Gallagher & Company for said brokerage services and for
a term as specified in Section 2, and thereafter to instruct the
Chief Procurement Officer to issue a purchase order for this
service, subject to the availability of funds.
Section 4. This Resolution shall become effective
immediately upon its adoption.
PASSED AND ADOPTED this day of
ATTEST;
WALTER J. FOEMAN
CITY CLERK
-3-
1995.
STEPHEN P. CLERK, MAYOR
Off-- 132 15
PREPARED AND APPROVED BY:
RAFAEL O. DIAZ
DEPUTY CITY ATTORNEY
APPROVED AS TO FORM AND CORRECTNESS:
W120:csk:ROD
16
-4-
PROFESSIONAL SERVICES AGREEMENT
This Agreement is entered into this day of , 19 , by and -
between the CITY OF MIAMI, a municipal corporation of the State of Florida,
hereinafter referred to as ("CITY") and ARTHUR J. GALLAGHER & COMPANY, a
Florida corporation, Insurance brokerage firm, hereinafter referred to as
("CONSULTANT").
RECITALS
WHEREAS, The CITY has determined that it needs the services of an insurance
broker to assist the Self -Insurance and Insurance Committee hereinafter referred to as
("Committee") to purchase insurance coverage in the event that adequate financial
reserves have not been provided or where an analysis of the costs involved demonstrate
that it is more economical for the CITY to insure certain risks through commercial
insurance; and
WHEREAS, the Committee is authorized and directed to procure such coverage
pursuant to City Code Section 18-102; and
WHEREAS, the Committee has evaluated the responses received to RFP No.
and has recommended to the City Manager that CONSULTANT be selected
as the company to provide insurance brokerage services to the City; and
WHEREAS, the City Commission, pursuant to Resolution No.
adopted on 19 has authorized the City Manager to execute an
agreement with CONSULTANT under the terms and conditions hereinafter set forth..
NOW, THEREFORE, 'in consideration of the premises, the CITY and
CONSULTANT agree as follows:
I. TERMS
The term of this Agreement shall be one (1) year commencing on the date this
Agreement is executed by the City Manager, The CITY shall have the option to renew
this Agreement for two (2) additional terms of one (1) year each by giving written notice
to CONSULTANT at least 30 days prior to the expiration of the then current term.
06- 132 17
H. SCOPE OF SERVICES
The CONSULTANT's work shall be limited to, the evaluation of the CITY's
property and casualty insurance coverages, the marketing of the property and casualty
insurance program, placement of the property and casualty program coverages and
servicing of the specific policies placed &y the CONSULTANT as requested by the
CITY.
III. CITY REOUIREMENTS
The CITY is required to provide to the CONSULTANT the date necessary or
reasonably requested by CONSULTANT to perform its services hereunder.
IV. COMPENSATION
The compensation to the CONSULTANT shall be such commissions as are paid
to CONSULTANT by insurance companies based on annual premiums paid by the CITY
for the purchase of policies procured by CONSULTANT at CITY's request. The CITY
shall have no obligation whatsoever to pay CONSULTANT's compensation.
V. COMPLIANCE WITH FEDERAL. STATE AND LOCAL LAWS
Both parties shall comply with all applicable laws, ordinances and codes of
federal, state and local governments.
VI. GENERAL CONDITIONS
A. All notices or other communications which shall or may be given pursuant
to this Agreement shall be in writing and shall be delivered by personal service, or by
registered mail addressed to the other party at the address indicated herein, or as the same
may be changed from time to time.
B. CITY shall have the right to review and audit the related records of the
CONSULTANT pertaining to any payments by the CITY upon reasonable notice during
normal business hours.
18 96- 132
CITY OF MIANH ARTHUR J. GALLAGHER
Risk Management Division Captives, Associations, and
300 Biscayne Blvd. Way Pooling Division
Suite 328 8300 N.W. 53rd Street
Dupont Plaza Center Suite 350
Miami, Florida 33131 Miami, Florida 33166
VII. OWNERSHIP OF DOCUMENTS
All documents developed by CONSULTANT under this Agreement shall be
delivered to CITY by CONSULTANT upon completion of the services required pursuant
to Section II hereof and shall become the property of CITY, without restriction or
limitation on their use. CONSULTANT agrees that any and all documents maintained
and generated pursuant to this contractual relationship between CITY and
CONSULTANT shall be subject to all provisions of the Public Records Law, Chapter
119, Florida Statutes (1987).
It is further understood by and between the parties that any documents which are
given by CITY to CONSULTANT pursuant to this Agreement shall at all times remain
the property of the CITY and shall not be used by CONSULTANT for any other purpose
whatsoever without the written consent of CITY.
VIE. NON-DELEGABH ITY
The obligation undertaken by CONSULTANT pursuant to this Agreement shall
not be delegated or assigned to any other person unless CITY shall first consent in
writing to the performance or assignment of such services or any part thereof by another
person or firm.
A. The minim#eed
workload to be assigned to the MINORITY PARTNER
under this agreement iof Section II Scope of Services at a compensation paid by
the CONSULTANT as ag upon between the CONSULTANT and the MINORITY
PARTNER.
IX. AUDIT RIGHTS
CITY reserves the right to audit the records of CONSULTANT pertaining to any
billings to CITY for time or expenses at any time during the performance of the
Agreement and for a period of three (3) years after final payment is made under this
Agreement upon reasonable notice and during normal business hours.
J'j- 132 11
X. AWARD OF AGREEMENT
CONSULTANT warrants that it has not employed or retained any person
employed by CITY to solicit or secure this Agreement and that it has not offered to pay,
paid, or agreed to pay, paid, or agreed to pay any person employed by CITY any fee,
commission percentage, brokerage fee, or gift of any kind contingent upon or resulting
from the award of this Agreement.
X1. CONSTRUCTION OF AGREEMENT
This Agreement shall be construed and enforced according to the laws of the
State of Florida.
XII. SUCCESSORS AND ASSIGNS
This Agreement shall be binding upon the parties herein, their heirs, executors,
legal representatives, successors, and authorized assigns.
XM. INDEMNIFICATION
CONSULTANT shall pay on behalf of, indemnify and save CITY and its
officials harmless from and against any and all claims, liabilities, losses, and causes of
action, which may arise out of CONSULTANT's performance under the provisions of the
Agreement, including all acts or omissions to act on the part of CONSULTANT,
including any person performing under this Agreement for or on CONSULTANT's
behalf, provided that any such claims, liabilities, losses and causes of such action- are
attributable to the negligence or willful misconduct of CONSULTANT, and, from and
against any orders, judgments or decrees which may be entered and which may result
from CONSULTANT's negligence or willful misconduct under this Agreement, and
from and against all costs, attorneys' fees, expenses and liabilities incurred in the defense
of any such claim, or the investigation thereof.
XIV. CONFLICT OF INTEREST
CONSULTANT covenants that no person under its employ who presently
exercises any functions or responsibilities in connection with this Agreement has any
personal financial interest, direct or indirect, in the work product of this Agreement.
CONSULTANT further covenants that, in the performance of this Agreement, no
person having such conflicting interest shall be employed. Any such interests on the part,
20
��'- 132
V
of, CONSULTANT or its employees must be disclosed in writing to CITY.
CONSULTANT, in the performance of this Agreement, shall be subject to the more
restrictive law and/or guidelines regarding conflict of interest promulgated by federal,
state or local government.
CONSULTANT is aware of the conflict of interest laws -of the City of Miami
(City of Miami Code Chapter 2, Article V), Dade County, Florida (Dade County Code
Section 2-11.1) and the State of Florida, and agrees that it will fully comply in all
respects with the terms of said laws.
XV. INDEPENDENT CONTRACTOR
CONSULTANT, and its employees, SUBCONSULTANTS, and agents shall be
deemed to be independent contractors, and not agents or employees of the CITY, and
shall not attain any rights or benefits under the Civil Services or Pension Ordinances of
CITY, or any rights generally afforded classified or unclassified employees; furthermore,
its agents or employees shall not be deemed entitled to the Florida Workers'
Compensation benefits as an employee of CITY.
XVI. TERMINATION OF AGREEMENT
CITY retains the right to terminate this Agreement at any time prior to the
completion of the services required pursuant to Section H hereof without penalty to
CITY. In that event, notice of termination of this Agreement shall be in writing to
CONSULTANT who shall be paid for those services performed prior to the date of its
receipt of the notice of termination. In no case, however, will CITY pay
CONSULTANT an amount in excess of the total sum of the premium for policies
procured and accepted by the CITY.
It is hereby understood by and between CITY and CONSULTANT that any
payment made in accordance with this Section to CONSULTANT shall be made only if
said CONSULTANT is not in default under the terms of this Agreement. If
CONSULTANT is in default, CITY shall in no way be obligated and shall not pay to the
CONSULTANT any further sum whatsoever and shall, upon request, be reimbursed for
any past payments.
It is further understood that should CONSULTANT fail to perform any of the
services under this Agreement, CITY agrees that CONSULTANT's entire liability and
CITY's sole and exclusive remedy for claims in connection with or arising of the form of
action; shall be CITY's premiums for policies purchased, which premiums were received
by CONSULTANT.
JG- 13;� 21
XVH. NONDISCREVIINATION
CONSULTANT agrees that it shall not discriminate as to race, sex, color,
religion, age, national origin, marital status, or handicap, in connection with its
performance under this Agreement.
XVIII. M]NORITX PROCUREMENT COMPLIANCE
CONSULTANT acknowledges that it has been furnished a copy of Ordinance
No. 10062, as amended by Ordinance No. 10538, the Minority and Women Business
Affairs and Procurement Ordinance of the City of Miami, and agrees to comply with all
applicable substantive and procedural provisions therein, including any amendments
thereto.
XIX. CONTINGENCE' CLAUSE
Funding for this Agreement is contingent on the availability of funds and is
subject to amendment or termination due to lack of funds, or authorization, reduction of
funds, and/or change in regulations.
XX. DEFAULT PROVISION
In the event that CONSULTANT shall fail to comply with each and every term
and condition of this Agreement or fails to perform any of the terms and conditions
contained herein, then CITY, at its sole option and upon written notice to
CONSULTANT, may cancel and terminate this Agreement, and all payments, advances,
or other compensation paid to CONSULTANT by CITY, if any, while CONSULTANT
was in default of the provisions herein contained, shall be forthwith returned to CITY
provided CONSULTANT was given written notice of such default and the opportunity
to cure the same, but failed to do so.
XXI. ENTIRE AGREEMENT
This instrument and its attachments constitute the sole and only Agreement of the
parties hereto relating to said services and correctly sets forth the rights, duties, and
obligations of each to the other as of its date. Any prior agreements, promises,
negotiations, or representations not expressly set forth in this Agreement are of no force
or effect.
22 JG- 132
XXII. AMENDMENTS
No amendments to this Agreement shall be binding on either party unless in
writing and signed by both parties.
IN WITNESS WHEREOF, the parties hereto have caused this instrument to be
executed by the respective officials thereunto duly authorized, this day and year first
above written.
ATTEST:
MATTY HULU
CITY CLERK
WITNESS:
APPROVED AS TO INSURANCE
REQUIREMENTS:
F.K. ROLLASON, DEPUTY CHIEF
CHIEF OF RISK MANAGEMENT
CITY OF MIAMI a municipal
corporation of the State of
Florida:
CESAR H. ODIO
CITY MANAGER
CONSULTANT:
ARTHUR J. GALLAGHER
TONY ABELLA, JR., ARM
Division Vice -President
APPROVED AS TO LEGAL
FORM AND CORRECTNESS:
A. QUINN JONES, III
CITY ATTORNEY
23
<<6- 13`�