HomeMy WebLinkAboutExhibit SUBPROFESSIONAL SERVICES AGREEMENT
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This Agreement is entered into this _day of November, 2009 (but effective as of
January 1, 2008) by and between the City of Miami, a municipal corporation of the State of
Florida ("City") and Brown & Brown of Florida, Inc., a Florida corporation ( "Provider"").
RECITAL
A. The City has issued a Request for Letters of Interest ("RFLI") for the provision of
insurance brokerage services ("Services") and Provider's proposal ("Proposal"), in response thereto,
was selected as the most qualified proposal for the provision of the Services. The RFLI and the
Proposal are sometimes referred to herein, collectively, as the Solicitation Documents, and are by this
reference incorporated into and made a part of this Agreement.
B. The Commission of the City of Miami, by Resolution No. R-08-0005 ,adopted on
January 10th, 2008,approved the selection of Provider and authorized the City Manager to negotiate
and execute an agreement with an initial period of one (1) year with the option to extend the agreement
for four (4) additional one (1) year periods; and
C. The Commission of the City of Miami, by Resolution No. R-09-0480, adopted on
October 8'h, 2009, authorized the City Manager to execute this Agreement and the first extension
thereof under the terms and conditions set forth herein.
NOW, THEREFORE, in consideration of the mutual covenants and
promises herein contained, Provider and the City agree as follows:
TERMS
1. RECITALS: The recitals are true and correct and are hereby incorporated into and made a part
of this Agreement.
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a
2. TERM: The term of this Agreement shall be for one (1) year, and an additional one (1) year
extension commencing on the effective date hereof of January 1, 2008.
3. OPTION TO EXTEND: The City shall have one option to extend the term hereof for three
(3) additional one (1) year periods, subject to availability and appropriation of funds. City Commission
approval shall not be required.
4. SCOPE OF SERVICE:
A. Provider agrees to provide the Services as specifically described, and under the special
terms and conditions set forth in Attachment "A" hereto by this reference is incorporated into and made
a part of this Agreement.
B. Provider represents and warrants to the City that: (i) it possesses all qualifications,
licenses and expertise required under the Solicitation Documents for the performance of the Services;
(ii) it is not delinquent in the payment of any sums due the City, including payment of permit fees,
occupational licenses, etc., nor in the performance of any obligations to the City;
(iii) all personnel assigned to perform the Services are and shall be, at all times during the term hereof,
fully qualified and trained to perform the tasks assigned to each; and (iv) the Services will be
performed in the manner described in Attachment "A".
5. COMPENSATION:
A. The amount of compensation payable by the City to Provider shall be based on the
rates and schedules described in Attachment "B" hereto, which by this reference is incorporated into
this Agreement. The annual fee shall be inclusive of all fees and costs payable by the City to Provider
for Services.
B. Unless otherwise specifically provided in Attachment "B", payment shall be made
within forty-five (45) days after receipt of Provider's invoice, which shall be accompanied by
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sufficient supporting documentation and contain sufficient detail, to allow a proper audit of
expenditures, should City require one to be performed.
6. OWNERSHIP OF DOCUMENTS: Provider understands. and agrees that any information,
document, report or any other material whatsoever which is given by the City to Provider or which is
otherwise obtained or prepared by Provider pursuant to or under the terms of this Agreement is and
shall at all times remain the property of the City. Provider agrees not to use any such information,
document, report or material for any other purpose whatsoever without the written consent of City,
which may be withheld or conditioned by the City in its sole discretion. During this Agreement and for
at least ten (10) subsequent years, Provider shall provide City access to all files and records maintained
on City's behalf.
7. AUDIT AND INSPECTION RIGHTS:
A. The City may, at reasonable times, and for a period of up to three (3) years following
the date of final payment by the City to Provider under this Agreement, audit, or cause to be audited,
those books and records of Provider which are related to Provider's performance under this Agreement.
Provider agrees to maintain all such books and records at its principal place of business for a period of
three (3) years after final payment is made under this Agreement.
B. The City may, at reasonable times during the term hereof, inspect Provider's
facilities and perform such tests, as the City deems reasonably necessary, to determine
whether the goods or Services required to be provided by Provider under this Agreement
conform to the terms hereof and/or the terms of the Solicitation Documents, if applicable.
Provider shall make available to the City all reasonable facilities and assistance to facilitate the
performance of tests or inspections by City representatives. All tests and inspections shall be
subject to, and made in accordance with, the provisions of Section 18-100 of the Code of the
City of Miami, Florida, as same may be amended or supplemented, from time to time.
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8. AWARD OF AGREEMENT: Provider represents and warrants to the City that it has
not employed or retained any person or company employed by the City to solicit or secure this
Agreement and that it has not offered to pay, paid, or agreed to pay any person any fee, commission,
percentage, brokerage fee, or gift of any kind contingent upon or in connection with, the award of this
Agreement.
9. PUBLIC RECORDS: Provider understands that the public shall have access, at all
reasonable times, to all documents and information pertaining to City contracts, subject to the
provisions of Chapter 119, Florida Statutes, and agrees to allow access by the City and the public to all
documents subject to disclosure under applicable law. Provider's failure or refusal to comply with the
provisions of this section shall result in the immediate cancellation of this Agreement by the City.
10. COMPLIANCE WITH FEDERAL, STATE AND LOCAL LAWS: Provider
understands that agreements between private entities and local governments are subject to certain laws
and regulations, including laws pertaining to public records, conflict of interest, record keeping, etc.
City and Provider agree to comply with and observe all applicable laws, codes and ordinances as they
may be amended from time to time.
11. INDEMNIFICATION: Provider shall indemnify, defend and hold harmless the City
and its officials, employees and agents (collectively referred to as "Indemnitees") and each of them
from and against all loss, costs, penalties, fines, damages, claims, expenses (including attorney's fees)
or liabilities (collectively referred to as "Liabilities") by reason of any injury to or death of any person
or damage to or destruction or loss of any property arising out of, resulting from, or in connection with
(i) the performance or non-performance of the Services contemplated by this Agreement which is or is
alleged to be directly or indirectly caused, in whole or in part, by any act, omission, default or
negligence (whether active or passive) of Provider or its employees, agents or subcontractors
(collectively referred to as "Provider"),
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regardless of whether it is, or is alleged to be, caused in whole or part (whether joint, concurrent or
contributing) by any act, omission, default or negligence (whether active or passive) of the
Indemnitees, or any of them or (ii) the failure of the Provider to comply with any of the paragraphs
herein or the failure of the Provider to conform to statutes, ordinances, or other regulations or
requirements of any governmental authority, federal or state, in connection with the performance of
this Agreement. Provider expressly agrees to indemnify and hold harmless the Indemnitees, or any of
them, from and against all liabilities which may be asserted by an employee or former employee of
Provider, or any of its subcontractors, as provided above, for which the Provider's liability to such
employee or former employee would otherwise be limited to payments under state Workers'
Compensation or similar laws.
12. DEFAULT: If Provider fails to comply with any term or condition of this Agreement, or
fails to perform any of its obligations hereunder, then Provider shall be in default. Upon the occurrence
of a default hereunder the City, in addition to all remedies available to it by law, may immediately,
upon written notice to Provider, terminate this Agreement whereupon all payments, advances, or other
compensation paid by the City to Provider while Provider was in default shall be immediately returned
to the City. Provider understands, and agrees that termination of this Agreement under this section
shall not release Provider from any obligation accruing prior to the effective date of termination.
Should Provider be unable or unwilling to commence to perform the Services within the time provided
or contemplated herein, then, in addition to the foregoing, Provider shall be liable to the City for all
expenses incurred by the City in preparation and negotiation of this Agreement, as well as all costs and
expenses incurred by the City in the re- procurement of the Services, including consequential and
incidental damages.
13. RESOLUTION OF CONTRACT DISPUTES: Provider understands and agrees that
all disputes between Provider and the City based upon an alleged violation of the terms of this
Agreement by the City shall be submitted to the City Manager for his/her resolution, prior to
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Provider being entitled to seek judicial relief in connection therewith. In the event that the amount of
compensation hereunder exceeds $50,000.00, the City Manager's decision shall be approved or
disapproved by the City Commission. Provider shall not be entitled to seek judicial relief unless: (i) it
has first received City Manager's written decision, approved by the City Commission if the amount of
compensation hereunder exceeds $50,000.00, or (ii) a period of sixty (60) days has expired, after
submitting to the City Manager a detailed statement of the dispute, accompanied by all supporting
documentation (ninety (90) days if City Manager's decision is subject to City Commission approval);
or (iii) City has waived compliance with the procedure set forth in this section by written instruments,
signed by the City Manager.
14. CITY'S TERMINATION RIGHTS:
A. The City shall have the right to terminate this Agreement, in its sole discretion, at any
time, by giving written notice to Provider at least (5) business days prior to the effective date of such
termination. In such event, the City shall pay to Provider compensation for Services rendered prior to
the effective date of termination. In no event shall the City be liable to Provider for any additional
compensation, other than that provided herein, or for any consequential or incidental damages.
B. The City shall have the right to terminate this Agreement, immediately upon notice to
Provider, upon the occurrence of an event of default hereunder. In such event, the City shall not be
obligated to pay any amounts to Provider and Provider shall reimburse to the City all amounts received
while Provider was in default under this Agreement.
15. INSURANCE: Provider shall, at all times during the term hereof, maintain such
insurance coverage as stated in Attachment D, which is incorporated by reference and made a part of
this Agreement. All such insurance, including renewals, shall be subject to the approval of the City for
adequacy of protection and evidence of such coverage shall be furnished to the City on Certificates of
Insurance indicating such insurance to be in force and effect and providing that it will not be canceled
during the performance of the Services under this contract without thirty (30) calendar days prior
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written notice to the City. Completed Certificates of Insurance shall be filed with the City prior to the
performance of Services hereunder, provided, however, that Provider shall at any time upon request
file duplicate copies of the policies of such insurance with the City.
If, in the judgment of the City, prevailing conditions warrant the provision by Provider
of additional liability insurance coverage or coverage which is different in kind, the City
reserves the right to require the provision by Provider of an amount of coverage different from
the amounts or kind previously required and shall afford written notice of such change in
requirements thirty (30) days prior to the date on which the requirements shall take effect.
Should the Provider fail or refuse to satisfy the requirement of changed coverage within thirty
(30) days following the City's written notice, this Contract shall be considered terminated on the date
that the required change in policy coverage would otherwise take effect.
16. NONDISCRIMINATION: Provider represents and warrants to the City that Provider does
not and will not engage in discriminatory practices and that there shall be no discrimination in
connection with Provider's performance under this Agreement on account of race, color, sex, religion,
age, handicap, marital status or national origin. Provider further covenants that no otherwise qualified
individual shall, solely by reason of his/her race, color, sex, religion, age, handicap, marital status or
national origin, be excluded from participation in, be denied Services, or be subject to discrimination
under any provision of this Agreement.
17. ASSIGNMENT: This Agreement shall not be assigned by Provider, in whole or in part,
without the prior written consent of the City's, which may be withheld or conditioned, in the City's sole
discretion.
18. NOTICES: All notices or other communications required under this Agreement shall be in
writing and shall be given by hand -delivery or by registered or certified U.S. Mail, return receipt
requested, addressed to the other party at the address indicated herein or to such other address as a
party may designate by notice given as herein provided. Notice shall be deemed given on the day on
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which personally delivered; or, if by mail, on the fifth day after being posted or the date of actual
receipt, whichever is earlier.
If to Provider:
Steve Farmer
Brown & Brown of Florida, Inc.
220 South Ridgewood Avenue
Daytona Beach, FL 32114
19. MISCELLANEOUS PROVISIONS:
Florida.
If to City:
Pedro G. Hernandez, City Manager
City of Miami
3500 Pan American Drive
Miami, Florida 33 133
With conies to:
Julie O. Bru, City Attorney
City of Miami
444 S.W. 2nd Avenue, Suite 945
Miami, Florida 33 130
LeeAnn R. Brehm, Director of Risk
Management
City of Miami
444 S.W. 2ndAvenue, Ninth Floor
Miami, Florida 33130
A. This Agreement shall be construed and enforced according to the laws of the State of
B. Title and paragraph headings are for convenient reference and are not a part of this
Agreement.
C. No waiver or breach of any provision of this Agreement shall constitute a waiver of
any subsequent breach of the same or any other provision hereof, and no waiver shall be effective
unless made in writing.
D. Should any provision, paragraph, sentence, word or phrase contained in this
Agreement be determined by a court of competent jurisdiction to be invalid, illegal or otherwise
unenforceable under the laws of the State of Florida or the City of Miami, such provision, paragraph,
sentence, word or phrase shall be deemed modified to the extent necessary in order to conform with
such laws, or if not modifiable, then same shall be deemed severable, and in either event, the remaining
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terms and provisions of this Agreement shall remain unmodified and in full force and effect or
limitation of its use.
E. This Agreement constitutes the sole and entire agreement between the parties hereto.
No modification or amendment hereto shall be valid unless in writing and executed by properly
authorized representatives of the parties hereto.
20. SUCCESSORS AND ASSIGNS: This Agreement shall be binding upon the parties hereto,
their heirs, executors, legal representatives, successors, or assigns.
21. INDEPENDENT CONTRACTOR: Provider has been procured and is being engaged to
provide Services to the City as an independent contractor, and not as an agent or employee of the City.
Accordingly, Provider shall not attain, nor be entitled to, any rights or benefits under the Civil Service
or Pension Ordinances of the City, nor any rights generally afforded classified or unclassified
employees. Provider further understands that Florida Workers' Compensation benefits available to
employees of the City are not available to Provider, and agrees to provide workers' compensation
insurance for any employee or agent of Provider rendering Services to the City under this Agreement.
22. CONTINGENCY CLAUSE: Funding for this Agreement is contingent on the
availability of funds and continued authorization for program activities and the Agreement is subject to
amendment or termination due to lack of funds, reduction of funds and/or change in regulations, upon
thirty (30) days notice.
23. REAFFIRMATION OF REPRESENTATIONS: Provider hereby reaffirms all of the
representations contained in the Solicitation Documents.
24. ENTIRE AGREEMENT: This instrument and its attachments constitute the sole and only
agreement of the parties relating to the subject matter hereof and correctly set 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.
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25. PERSONNEL: Provider agrees to assign the personnel specified in Attachment C, which is
incorporated by reference and made a part to this Agreement, to perform the Services listed in
Attachment A of this Agreement. It is understood that the involvement of a consultant in the City's risk
management and insurance program in no way lessens or changes Provider's duties and
responsibilities.
INTENTIONALLY LEFT BLANK
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IN WITNESS WHEREOF, the parties hereto have caused this instrument to be executed by
their respective officials thereunto duly authorized, this the day and year above written.
ATTEST:
Print Name: Laur 1 . Grammig
Title: Corporate Secr
ATTEST:
Priscilla A. Thompson, City Clerk
APPROVED AS TO FORM AND
CORRECTNESS:
City Atto OeyBru
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"Provider"
Brown & Browqj Fl j Inc,
a Florida cor a on
By:
Print Name: C. y Brid
Title: President
"City"
CITY OF MIAMI, a municipal
corporation
By:
Pedro G. Hernandez, City Manager
APPROVED AS TO INSURANCE
REQUIREMENTS:
i4vti(� keol� �
Le nn R. Brehm, SPHR
Risk Management Director
ATTACHMENT A -SCOPE OF SERVICES
I. PURPOSE
This is an Agreement for specified Services whereby the City retains Provider and Provider
accepts the City's retainer, to perform insurance brokerage services as more fully set forth
below.
II. PROVIDER'S DUTIES
Services would include, but not be limited to, the review, analysis, recommendation, and
placement of all insured and self-funded programs in the areas of property, casualty and
liability coverage, as well as processing policy change endorsements, policy review and audits,
and monitoring claims. Services would also be required to manage insurances currently held
by the City, and for insurances being sought by the City during the terin of the Agreement.
Attachment E, which is incorporated by reference and made a part hereof, depicts the
insurance coverages to be handled within the Agreement for insurance brokerage services. In
addition to the insurance coverages specified in Attachment E, Provider shall provide to the
City the following Services:
1. Act as City's insurance broker regarding the negotiation of coverage terms and premiums,
and the placement of coverage with insurers.
2. Review the insurance policies for compliance with the insurers' proposals and City's
specifications and obtain revisions when needed in a timely manner.
3. Check the accuracy of each binder, certificate, endorsement, premium audit or adjustment
or other document received from City's insurers and obtain revisions when needed in a
timely manner.
4. Promptly submit originals of the insurance policies and endorsements to City.
5. Prepare certificates of insurance as requested by City.
6. Prepare a schedule of City's insurance policies including the name of the insurer, policy
number, term, limits, summary of coverages provided, deductibles/retentions and the
estimated annual premium.
7. Keep City informed of changing conditions in the insurance marketplace.
8. Monitor the financial strength of the insurers providing City's coverages and inform City
of adverse developments. Provider to provide City with information available from
authorities evaluating or monitoring insurance companies.
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9. Develop and execute an insurance coverage marketing strategy. However, Provider will
not approach any insurance company on behalf of the City without the express written
consent of the City.
10. Assist City in developing and maintaining the underwriting information necessary to
market the insurance coverages.
11. Provide loss control assistance, including risk evaluation by Provider's loss control
specialists for no less than 4 hours each month.
12. Monitor the loss control assistance provided by City's insurers, evaluate the
recommendations submitted by the insurers and negotiate amendments, if appropriate.
13. Provide detailed loss data both directly from the insurer and from Provider's own database
on a monthly basis with an annual recap of all losses.
14. Analyze City's loss data to determine trends in causes, types of injuries and sites of
incidents. A report, including graphics, is to be provided on a quarterly basis.
15. Provide reserves estimates and basis of their computation in a form which is satisfactory to
City's auditors for year end audit purposes for workers' compensation and general liability
where the City is self-insured.
16. Monitor the claims services provided by City's insurers and assist City in adjusting and
settling claims including the preparation of proofs of loss on a timely basis.
17. Develop and monitor procedures to assist City in submitting timely reports of values.
18. Attend meetings with City's personnel as may reasonably be requested by City.
19. Review contracts as requested by City, comment on the insurance hold/harmless
indemnification, subrogation and other risk transfer provisions therein, and obtain
revisions to City's insurance policies as required.
20. Furnish continuing advice and counsel to City as appropriate, including but not limited to,
alternate methods for meeting the City's requirements for its insurance programs.
21. Provide any other Services as normally and customarily required of an insurance
broker for a public entity.
II. RFPORT
No later than ninety days prior to the expiration of the term of this Agreement, Provider shall
submit a written report to City detailing Provider's activities conducted for the City during the
current term. The report shall include a statement of the approximate time spent by each
brokerage employee on City's account during the current term, a discussion of any known
problems and recommendations for solutions to those problems. The report shall also include a
proposal for services for a subsequent term, an insurance coverage marketing strategy and a
listing of objectives to be accomplished. If however, this Agreement is not renewed, Provider
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shall provide City with a summary of outstanding items, including endorsements not yet
received by Provider which have been ordered from the insurance company and Provider shall
submit all original policies and any additional documentation necessary for the City to transfer
the City's insurance programs to another insurance broker.
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ATTACHMENT B - COMPENSATION
In consideration of the services provided hereunder, City shall compensate Provider
through an annual `Broker Services Fee" of One Hundred Six Thousand Two Hundred Fifty
Dollars and 00/100 ($106,250.00) of which one-fourth (or $26,563.00) shall be remitted to
Provider on a quarterly basis during the annual term. In the event that the City exercises its
option to extend this Agreement as provided in Section 3 of the Agreeinent, the annual Broker
Services Fee for the extended term(s) shall be One Hundred Six Thousand Two Hundred Fifty
Dollars and 00/100 ($106,250.00) and payable as provided above.
With regard to the compensation provided under this Agreement, City and Provider
acknowledge and agree as follows:
(a) It is the intent of both parties to this Agreement that the Broker Services Fee
shall be the sole remuneration to the Provider relating to the Services described in Attachment
A. Provider shall fully disclose any remuneration paid to, or received from, insurers,
wholesale brokers, insurance intermediaries, affiliated companies and subsidiary companies
regarding the insurance coverages specified in Attachment E, or any additional insurance
coverage subsequently bound on behalf of the City by Provider during the initial term or
extended term(s) of this Agreement. In the event that Provider receives commission payments
in connection with the procurement of insurance coverage for City, the amount of such
payments will be credited against the balance of the fee owed to Provider pursuant to this
Agreement, and any commission amount in excess of such balance shall be promptly paid to
City.
(b) Notwithstanding the foregoing, however, it is understood and agreed that
Provider's corporate parent, subsidiaries or affiliated entities, may receive contingent
payments or allowances from insurers based on factors which are not client -specific, such as
the performance and/or size of an overall book of business produced with an insurer. Such
contingent payments or allowances are not subject to this section, and will not be credited
against the balance of the fee owed to Provider pursuant to this Agreement or paid to City.
(c) Provider may utilize insurance intermediaries (such as a wholesale insurance
Provider, managing general agent (MGA), managing general underwriter or reinsurance
Provider) for the placement of City's insurance. In addition to providing access to the
insurance City, the intermediary may provide the following services: (i) risk placement; (ii)
coverage review; (iii) claims liaison services with the insurance City; (iv) policy review; and
(v) current market intelligence. The compensation received by the insurance intermediary for
placements and, if applicable, the services above is typically in the range of 5% to 15% of
policy premium. Certain intermediaries utilized in the placement of the City's insurance are
owned by Brown & Brown Inc., the parent company of Provider. Any payments or
allowances paid to these intermediaries shall be disclosed to City but are not subject to this
section, and will not be credited against the balance of the fee owed to Provider pursuant to
this Agreement or paid to City.
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(d) Provider may, in the ordinary course of its business, receive and retain interest
on premiums paid by the City from the date received by Provider until the date the premiums
are remitted to the insurance City or intermediary. Any interest income retained by Provider
on these premiums are not subject to this section, and will not be credited against the balance
of the fee owed to Provider pursuant to this Agreement or paid to City.
(e) Compensation for services specified under this Agreement are exclusive of all
federal, state and local sales, use, excise, receipts, gross income and other similar taxes and
goveriunental charges and fees. Any such taxes, governmental charges or fees for the services
under this Agreement, now imposed or hereafter imposed during the term of this Agreement,
shall be in addition to the compensation, premiums and charges set forth in this Agreement
and shall be paid by City upon request.
(0 Costs and expenses associated with travel and expenses incurred by Provider in
the perforrnance of duties performed in the performance of its obligations in this Agreement shall
be the sole responsibility of Provider unless specifically agreed upon in advance with City.
(g) Mandatory Florida Fee Agreement Disclosure: The foregoing shall apply and
control notwithstanding anything to the contrary in the following mandatory disclosure:
If we are being compensated based upon a fixed dollar amount or fixed percentage fee,
meaning that the contract specifies our compensation and states anywhere in the document
that additional compensation will not be paid to us or any other party, any additional
compensation to us or any other party, including wholesale brokers or third party
intermediaries, is strictly prohibited. Likewise, if our contract sets compensation based upon a
fixed dollar amount or fixed percentage fee, and the contract specifies that additional
compensation shall be credited to the insured, any additional compensation to any party,
including brokers, wholesale brokers or third party intermediaries, must be promptly returned
to you. If our contract is not based upon such fixed fee terms, no owned or affiliated party,
including brokers, wholesale brokers or third party intermediaries, may accept any type of
compensation without full disclosure by the undersigned broker to you of the dollar amount or
percentage of compensation prior to binding your coverage.
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ATTACHMENT C - PROVIDER'S PERSONNEL
Provider shall assign the following personnel to provide Services specified in this Agreement:
NAME
Steve Farmer
Theresa Schwab, AAI, CPIW
e6byam Thompson, CIC
Ara Morales, AAI
Denise Gordon, AIC, ACSR
Tommy Rhodes, CIC
Patty Raudenbush, PCA, AIC, CPSK
TITLE
Vice President-
Sr. Account Manager and
Vice President -
Account Manager
Claims Manager
Marketing Manager
Financial Analyst
Upon approval by the City, Provider may assign or change such other personnel as Provider deems
necessary to provide the Services to the City. In such event, Provider shall replace the personnel listed
above, with qualified and experienced personnel.
Provider's notification that it is assigning additional or changing personnel shall be by a letter sent to
the City Manager, who shall, by later, notify Provider of his/her acceptance or rejection of the
personnel assigned by Provider to provide Services. Such decision by the City Manager shall not
require additional City Commission approval.
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ATTACHMENT D - PROVIDER'S INSURANCE
Provider agrees to maintain in full force and effect the following policies of insurance during the term
of this Agreement:
TYPE
Workers Compensation
Employers Liability
Commercial General Liability
Business Auto Liability
Umbrella Liability
Errors & Omissions
LIMITS OF LIABILITY
Statutory
$1.000,000
Each Ace., Bodily Injury
$1,000,000
Each Employee, Disease
$1.000,000
Policy Limit, Disease
$1,000,000
Each Occurrence
$2,000,000
General Aggregate
$1,000,000
$10,000,000
$10,000,000
$10,000,000
$10,000,000
Each Accident
Each Occurrence
Aggregate
Each Occurrence
Aggregate
Provider shall submit a certificate or certificates evidencing the coverages in a form satisfactory to
City. Said certificates(s) shall provide for thirty (30) days notice to City prior to cancellation, non-
renewal or material change of any insurance required by this Agreement.
Receipt of deficient certificates by City, or by any of City's representatives, does not constitute a
waiver of Provider's obligation to fulfill the insurance requirements herein.
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PROFESSIONAL SERVICES AGREEMENT
This Agreement is entered into this day of ,2009 (but effective as of
January 1, 2008) by hnd between the City of Miami, a municipal corporation of the State of
Florida ("City") and Brown & Brown of Florida, Inc., a Florida corporation ("Provider"").
RECITAL
A. The City has issued a Request for Letters of Interest ("RFLI") for the provision of
insurance brokerage services ("Servibes") and Provider's proposal ("Proposal"), in response thereto,
was selected as the most qualified proposal for the provision of the Services. The RFLI and the
Proposal are sometimes referred to herein, callectively, as the Solicitation Documents, and are by this
reference incorporated into and made a part of thi�,Agreement.
B. The Commission of the City of Miami,. by Resolution No. R-08-0005 ,adopted on
January 10, 2008,approved the selection of Provider and authorized the City Manager to negotiate and
execute an agreement with an initial period of one (1) year with the option to extend the agreement for
four (4) additional one (1) year periods; and
C. The Commission of the City of Miami, by Resolution No. , adopted on ,
authorized the City Manager to execute this Agreement and the first extension thereof under the terms
and conditions set forth herein.
NOW, THEREFORE, in consideration of the mutual covenants and
promises herein contained, Provider and the City agree as follows: '
,4
TERMS.
1. RECITALS: The recitals are true and correct and are hereby incorporated into and
of this Agreement.
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e a part
2. TERM: The term of this Agreement shall be for one (1) year, and an additional one (1) year
extension commencing on the effective date hereof of January 1, 2008.
3, OPTION TO EXTEND:*,The City shall have one option to extend the term hereof for three
(3) additional one (1) year periods, subject to availability and appropriation of funds. City Commission
approval shall not be required.
4. SCOPE OF SERVICE:
,i
A. Provider agrees to provide the Services as specifically described, and under the special
terms and conditions set forth in Attachmerjt "A" hereto by this reference is incorporated into and made
:i
a part of this Agreement.
B. Provider represents and warrants to the City that: (i) it possesses all qualifications,
licenses and expertise required under the Solicitation Documents for the performance of the Services;
(ii) it is not delinquent in the payment of any sums`'due the City, including payment of permit fees,
occupational licenses, etc., nor in the performance of any`gbligations to the City;
(iii) all personnel assigned to perform the Services are and shall be, at all times during the term hereof,
fully qualified and trained to perform the tasks assigned to`,each; and (iv) the Services will be
performed in the manner described in Attachment "A".
5. COMPENSATION:
A. The amount of compensation payable by the City to Provider shall be based on the
r, \`
rates and schedules described in Attachment "B" hereto, which by this refer�7ce is incorporated into
this Agreement. The annual fee shall be inclusive of all fees and costs payable bby`\klie City to Provider
for Services.
B. Unless otherwise specifically provided in Attachment "B", payment sell be made
within forty-five (45) days after receipt of Provider's invoice, which shall be accompanied byy\
Page 2 of 18
sufficient supporting documentation and contain sufficient detail, to allow a proper audit of
expenditures, should City require one
6.
lif
document, report or any other material
be.performed.
otherwise obtained or prepared by Provi
Provider understands. and agrees that any information,
which is given by the City to Provider or which is
ursuant to or under the terms of this Agreement is and
shall at all times remain the property of the ;City. Provider agrees not to use any such information,
document, report or material for any other purpose whatsoever without the written consent of City,
which may be withheld or conditioned by the Cit \in its sole discretion. During this Agreement and for
at least ten (10) subsequent years, Provider shall prayide City access -to all files and records maintained
on City's behalf.
7. AUDIT AND INSPECTION RIGHTS:
A. The City may, at reasonable times, and for a period of up to three (3) years following
the date of final payment by the City to Provider under th`i,s Agreement, audit, or cause to be audited,
those books and records of Provider which are related to Provider's performance under this Agreement.
Provider agrees to maintain all such books and records at its principal place of business for a period of
three (3) years after final payment is made under this Agreement.
S. The City may, at reasonable times during the term hereof, inspect Provider's
facilities and perform such tests, as the City deems reasonably necessary, to determine
whether the goods or Services required to be provided by Provider under this Agreement
conform to the terms hereof and/or the terms of the Solicitation Documents, if applicable.
Provider shall make available to the City all reasonable facilities and assistance to facilitate the
performance of tests or inspections by .City representatives. All tests°;and inspections shall be
subject to, and made in accordance with, the provisions of Section 18-100 of the Code of the
City of Miami, Florida, as same may be amended or supplemented, from time to time,
Page 3 of 18
8. AWARD OF AGREEMENT: Provider represents and warrants to the City that it has
not employed or retaiY ed any person or company employed by the City to solicit or secure this
Agreement and that it Minot offered to pay, paid, or agreed to pay any person any fee, commission,
percentage, brokerage fee, or,gift of any kind contingent upon or in connection with, the award of this
Agreement.
9. PUBLIC RECORDS:
reasonable times, to all documents
provisions of Chapter 119, Florida
documents subject to disclosure under
Provider understands that the public shall have access, at all
provisions of this section shall result in the
10.
information pertaining to City contracts, subject to the
and agrees to allow access by the City and the public to all
e law. Provider's failure or refusal to comply with the
understands that agreements between private entities
and regulations, including laws pertaining to public
City and Provider agree to comply with and observe
may be amended from time to time.
cancellation of this Agreement by the City.
Provider
and local governments are subject to certain laws
conflict of interest, record keeping, etc,
e laws, codes and ordinances as they
11. INDEMNIFICATION: Provider shall inderripify, defend and hold harmless the City
and its officials, employees and agents (collectively referred to as "Indemnitees") and each of them
from and against all loss, costs, penalties, fines, damages, claims expenses (including attorney's fees)
or liabilities (collectively referred to as "Liabilities") by reason of A injury to or death of any person
or damage to or destruction or loss of an roe arising out of resultn from or in connection with
g YP property g >♦g ,
(i) the performance or non-performance of the Services contemplated by this Agreement which is or is
alleged to be directly or indirectly caused, in whole or in part, by an\�ct, omission, default or
negligence (whether active or passive) of Provider or its employees, agents or subcontractors
(collectively referred to as "Provider"),
Page 4 of 18
regardless of whether it is, or is alleged to be, caused in whole or part (whether joint, concurrent or
contributing) by any act, omission, default or negligence (whether active or passive) of the
Indemnitees, or any of them or (ii) the failure of the Provider to comply with any of the paragraphs
herein or the failure of the Provider to: conform to statutes, ordinances, or other regulations or
requirements of any governmental authority, federal or state, in connection with the performance of
this Agreement, Provider expressly agree's to indemnify and hold harmless the Indemnitees, or any of
them, from and against all liabilities which may be asserted by an employee or former employee of
Provider, or any of its subcontractors, as;; vided above, for which the Provider's liability to such
employee or former employee would otherwise be limited to payments under state Workers'
Compensation or similar laws.
12. DEFAULT: If Provider fails to cornply`.with any term or condition of this Agreement, or
fails to perform any of its obligations hereunder, then Provider shall be in default. Upon the occurrence
of a default hereunder the City, in addition to all remedies available to it by law, may immediately,
upon written notice to Provider, terminate this Agreement`:whereupon all payments, advances, or other
compensation paid by the City to Provider while Provider wigs in default shall be immediately returned
to the City. Provider understands, and agrees that termination of this Agreement under this section
shall not release Provider from any obligation accruing prior to the effective date of termination.
Should Provider be unable or unwilling to commence to perform the,.Services within the time provided
l
or contemplated herein, then, in addition to th'e' foregoing; Provider shall be liable to the City for all
expenses incurred by the City in preparation and negotiation of this Agre6,ment, as well as all costs and
expenses incurred by the City in the re- procurement of the Services, including consequential and
incidental damages.
13. RESOLUTION OF CONTRACT DISPUTES: Provider under�taands and agrees that
all disputes between Provider and the City based upon an alleged violation 'ookfi the terms of this
ti
Agreement by the City shall be submitted to the City Manager for his/her resolution, pN r to
Page 5 of 18
Provider being entitled to see judicial relef in connection therewith. In the event that the amount of
compensation hereunder exceeds $50,000.00, the City Manager's decision shall be approved or
disapproved by the City Commission. Provider shall not be entitled to seek judicial relief unless: (i) it
has first received City Manager's written decision, approved by the City Commission if the amount of
compensation hereunder exceeds $50,000.00, or (ii) a period of sixty (60) days has expired, after
submitting to the City Manager a detai'lgd statement of the dispute, accompanied by all supporting
documentation (ninety (90) days if City MInager's decision is subject to City Commission approval);
or (iii) City has waived compliance with the procedure set forth in this section by written instruments,
signed by the City Manager. ,
14. CITY'S TERMINATION RIGHTS: `\
A. The City shall have the right to termin�te this Agreement, in its sole discretion, at any
time, by giving written notice to Provider at least (5) business days prior to the effective date of such
termination. In such event, the City shall pay to Provider coluensation for Services rendered prior to
the effective date of termination. In no event shall the City b� liable to Provider for any additional
compensation, other than that provided herein, or for any consequential or incidental damages.
B. The City shall have the right to terminate this Agree?hent, immediately upon notice to
Provider, upon the occurrence of an event of default hereunder. In such event, the City shall not be
obligated to pay any amounts to Provider and Provider shall reimburse to the City all amounts received
while Provider was in default under this Agreement.
15. INSURANCE: Provider shall, at all times during the term `Hereof, maintain such
insurance coverage as stated in Attachment D, which is incorporated by reference\\nd made a part of
this Agreement. All such insurance, including renewals, shall be subject to the appro�al of the City for
adequacy of protection and evidence of such coverage shall be furnished to the City ori\Certificates of
Insurance indicating such insurance to be in force and effect and providing that it will not'be canceled
during the performance of the Services under this contract without thirty (30) calendar days prior
Page 6 of 18
written notice to the City. Completed Certificates of Insurance shall be filed with the City prior to the
performance of Services hereunder, �rovided, however, that Provider shall at any time upon request
file duplicate copies of the policies of such`,insurance with the City.
If, in the judgment of the City, prevailing conditions warrant the provision by Provider
of additional liability insurance coverage or coverage which is different in kind, the City
reserves the right to require the provision by Provider of an amount of coverage different from
the amounts or kind previously required and shall afford written notice of such change in
requirements thirty (30) days prior to the date on which the requirements shall take effect.
Should the Provider fail or refuse to satisfy the requirement of changed coverage within thirty
(30) days following the City's written notice, this Contract shall be considered terminated on the date
that the required change in policy coverage would otherwise take effect,
16. NONDISCRIMINATION: Provider represents and:, warrants to the City that Provider does
not and will not engage in discriminatory practices and thkt there shall be no discrimination in
connection with Provider's performance ur%der this Agreement on account of race, color, sex, religion,
age, handicap, marital status or national origin. Provider'further covenants that no otherwise qualified
individual shall, solely by reason of his/her race, color,. sex, religion\ne, handicap, marital status or
national origin, be excluded from participation in, be denied Services, off' be subject to discrimination
under any provision of this Agreement.
17. ASSIGNMENT: This Agreement shall not be assigned by Provid6T, in whole or in part,
without the prior written consent of the City's, which may be withheld or conditioned, in the City's sole
discretion.
18. NOTICES: All notices or other communications required under this Agreelent shall be in
writing and shall be given by hand -delivery or by registered or certified U.S. Mail, Peturn receipt
requested, addressed to the other party at: the address indicated herein or to such other address as a
party may designate by notice given as herein provided. Notice shall be deemed given on th&,day on
Page 7 of 18
which personally delivered; or, if by mail, on t�e fifth day after being posted or the date of actual
receipt, whichever is earlier.
l
:.
1f to Provider:
If to City:
Steve Farmer
Pedro G. Hernandez, City Manager
Brown & Brown of Florida, Inc.
City of Miami
220 South Ridgewood Avenue
3500 Pan American Drive
Daytona Beach, FL 32114
Miami, Florida 33 133
Julie ¢ Pru, City Attorney
City o�ttMiami
444 SX 2nd Avenue, Suite 945
Miami, l Iorida 33 130
LeeAnn R: Brehm, Director of Risk
Management
City of Miarri
444 S.W. 2ndAvenue, Ninth Floor
Miami, Florida�33130
19. MISCELLANEOUS PROVISIONS:
t
A. This Agreement shall be construed and enforced according to the laws of the State of
Florida.
B. Title and paragraph headings are for convenient referen�e and are not a part of this
Agreement.
C. No waiver or breach of any provision' f?this Agreement shkll constitute a waiver of
any subsequent breach of the same or any other provision hereof,'' and no waiver shall be effective
unless made in writing. `t
t
D. Should any provision, paragraph, sentence, word or phrase �,ontained in this
i
Agreement be determined by a court of competent jurisdiction to be invalid, it Q41 or otherwise
unenforceable under the laws of the State of Florida or the City of Miami, such provisidp, paragraph,
sentence, word or phrase shall be deemed ;modified to the extent necessary in order to conform with
such laws, or if not modifiable, then same shall be deemed severable, and in either event, the r4maining
Page 8 of 18
terms and provisions of this Agreement shall remain unmodified and in full force and effect or. .
limitation of its use.
t
l
E. This Agreement constitutes the sale and entire agreement between the parties hereto,
No modification or amendment hereto shall be Valid unless in writing and executed by properly
authorized representatives of the parties hereto,
20. SUCCESSORS AND ASSIGNS: This Agreement shall be binding upon the parties hereto,
their heirs, executors, legal representatives, successors, or.assigns,
21. INDEPENDENT CONTRACTOR: Provider has been procured and is being engaged to
provide Services to the City as an independent contractor, aria not as an agent or employee of the City.
Accordingly, Provider shall not attain, nor..be entitled to, any rr`kghts or benefits under the Civil Service
or Pension Ordinances of the City, nor any rights generall�, afforded classified or unclassified
employees. Provider further understands that Florida Workers' Compensation benefits available to
employees of the City are not available to Provider, and agrees td,provide workers' compensation
insurance for any employee or agent of Provider rendering Services to tI City under this Agreement.
22. CONTINGENCY CLAUSE: Funding for this Agreement is contingent on the
availability of funds and continued authorization for program activities and t�e Agreement is subject to
amendment or termination due to lack of funds, reduction of funds and/or chab,ge in regulations, upon
thirty (30) days notice.
23. REAFFIRMATION OF REPRESENTATIONS: Provider hereby r�affirms all of the
representations contained in the Solicitation Documents.
24. ENTIRE AGREEMENT: This instrument and ,its attachments constitute the sole and only
agreement of the parties relating to the subject matter hereof and correctly set forth the+rights, duties,
and obligations of each to the other as of its date. Any prior agreements, promises, neg�Qtiations, or
representations not expressly set forth in this Agreement are of no force or effect. �\
Page 9 of 18
3
25. PERSONNEL: Rrovider agrees to assign the perso6el specified in Attachment C, which is
i
incorporated by reference and made a part to this Agreen*nt, to perform the Services listed in
Attachment A of this Agreement. It is understood'' that the involvement of a consultant in the City's risk
management and insurance program in no way lessens or changes Provider's duties and
responsibilities.
INTENTIONALLY LEFT
Page 10 of 18
IN WITNESS WHEREOF, the parties hereto have caus8o this instrument to be executed by
their respective officials thereunto duly authorized, this the day and y8,ar above written.
0111001
Print Name:
Title: Corporate Secretary
ATTEST:
Priscilla A. Thompson, City Clerk
APPROVED AS TO FORM AND
CORRECTNESS:
"P]
Brown & B
a Florida cc
By:
Print Name:
Title: President
M
of Florida, Inc,
«City»
CITY OF MIAMI, a muici
corporation
Pedro G
APPROVED AS
REQUIREMENTS:
City Manager
TO \ INSURANCE
Jorge L. Fernandez LeeAnn R. Brehm, SPHR
City Attorney Risk Management Director
Page 11 of 18
ATTACHMENT A =SCOPE OF SERVICES
I. PURPOSE
This is an Agreement for specified Services whereby the City retains Provider and Provider
accepts the City's retainer, to perform insurance brokerage services as more fully set forth
below,
II. PROVIDER'S DUTIES
Services would include, but not be limited to, the review, analysis, recommendation, and
placement of all insured and self-funded program in the areas of property, casualty and
liability coverage, as well as processing policy char 1gp endorsements, policy review and audits,
and monitoring claims. Services would also be requi�ed to manage insurances currently held
by the City, and for insurances being sought by the City., during the term of the Agreement.
Attachment E, which is incorporated by reference ad made a part hereof, depicts the
insurance coverages to be handled within the Agreement' for insurance brokerage services. In
addition to the insurance coverages specified in Attachment E, Provider shall provide to the
City the following Services:
1. Act as City's insurance broker regarding the negotiation d,f coverage terms and premiums,
and the placement of coverage with insurers. %
2. Review the insurance policies for compliance with the i}surers' proposals and City's
specifications and obtain revisions when needed in a timely manner.
3. Check the accuracy of each binder, certificate, endorsement, p?gmium audit or adjustment
or other document received from City's insurers and obtain recisions when needed in a
timely manner. `;
4. Promptly submit originals of the insurance policies and endorsements to City.
1
5. Prepare certificates of insurance as,requested by City.
6. Prepare a schedule of City's insurance policies including the name o the insurer, policy
number, term, limits, summary of coverages provided, deductibles/Mentions and the
estimated annual premium.
7. Keep City informed of changing conditions in the insurance marketplace.
8. Monitor the financial strength of the insurers providing City's coverages anq inform City
of adverse developments. Provider to provide City with information av ilable from
authorities evaluating or monitoring insurance companies.
Page 12 of 18
9. Develop and execute an insurance coveragemarketing
not approach any insurance company on behalf of the
consent of the City.
10. Assist City in developing and maintaining the
market the insurance coverages.
11. Provide loss control assistance, including risk eval
specialists for no less than 4 hours each month.
gy. However, Provider will
without the express written
ting information necessary to
by Provider's loss control
12. Monitor the loss control assistance provided by Cit�'s insurers, evaluate the
recommendations submitted by the insurers and negotiate amendments, if appropriate.
13. Provide detailed loss data both directly from the insurer and from Provider's own database
on a monthly basis with an annual recap of all losses. t
14. Analyze City's loss data to determine trends in causes, typ l of injuries and sites of
incidents. A report, including graphics, is to be provided on a qu�rterly basis.
15. Provide reserves estimates andbasis of their computation in a fo which is satisfactory to
City's auditors for year end audit purposes for workers' compens tion and general liability
where the City is self-insured. 3,.
16. Monitor the claims services provided by City's insurers and assi-t City in adjusting and
settling claims including the preparation of proofs of loss on a timel1 y basis.
17. Develop and monitor procedures to assist City in submitting timely eports of values.
V
18. Attend meetings with City's personnel as may reasonably be requests' by City.
19. Review contracts as requested by City, comment on the ins4ance hold/harmless
indemnification, subrogation and other risk transfer provisions therein, and obtain
revisions to City's insurance policies as required.
20. Furnish continuing advice and counsel to City as appropriate, includin but not limited to,
alternate methods for meeting the City's requirements for its insurance p ograms.
21. Provide any other Services as normally and customarily required �f an insurance
broker for a public entity.
II. REPORT
No later than ninety days prior to the expiration ,of the term of this Agreement, rovider shall
submit a written report to City detailing Provider's activities conducted for the CiV during the
current term. The report shall include a statement of the approximate time sp nt by each
brokerage employee on City's account during the current term, a discussion of du known
problems and recommendations for solutions to those problems. The report shall also include a
proposal for services for a subsequent term, an insurance coverage marketing strategy and a
listing of objectives to be accomplished. If however, this Agreement is not renewed, Provider
Page 13 of 18
shall provide City with a summary of outstanding items, including endorsements not yet
received by Provider which have been ordered from the insurance company and Provider shall
submit all original policies and any additional documentation necessary for the City to transfer
the City's insurance programs to another insurance broker.
Page 14 of 18
ATT
In consideration of the ser*
through an annual "Broker Services 1
Dollars and 00/100 ($106,250.00) of
Provider on a quarterly basis during i
option to extend this Agreement as pr
Services Fee for the extended terms)
Dollars and 00/100 ($106,250.00) and
B - COMPENSATION
s provided hereunder, City shall compensate Provider
ee" of One Hundred Six Thousand Two Hundred Fifty
which one-fourth (or $26,563.00) shall be remitted to
1e annual term. In the event that the City exercises its
bided in Section 3 of the Agreement, the annual Broker
all be One Hundred Six Thousand Two Hundred Fifty
payable as provided above.
With regard to the compensation
acknowledge and agree as follows:
(a) It is the intent of both parties
shall be the sole remuneration to the Provider
A. Provider shall fully disclose any remi
wholesale brokers, insurance intermediaries,
under this Agreement, City and Provider
this Agreement that the Broker Services Fee
.ating to the Services described in Attachment
:ration paid to, or received from, insurers,
filiated companies and subsidiary companies
regarding the insurance coverages specified in ttachment E, or any additional insurance
coverage subsequently bound on behalf of the�tiat
ty by Provider during the initial term or
extended terms) of this Agreement. In the event Provider receives commission payments
in connection with the procurement of insurance coverage for City, the amount of such
payments will be credited against the balance of th fee owed to Provider pursuant to this
Agreement, and any commission amount in excess o% such balance shall be promptly paid to
City.
(b) Notwithstanding the foregoing, howevA, it is understood and agreed that
Provider's corporate parent, subsidiaries or affiliated entities, may receive contingent
payments or allowances from insurers based on factors w ich are not client -specific, such as
the performance and/or size of an overall book of busine produced with an insurer. Such
contingent payments or allowances are; not subject to this section, and will not be credited
against the balance of the fee owed to Provider pursuant to thi\ Agreement or paid to City.
(c) Provider may utilize insurance intermediaries (�uch as a wholesale insurance
Provider, managing general agent (MGA), managing general underwriter or reinsurance
Provider) for the placement of City's insurance. In addition\C�ty
o
insurance City, the intermediary may provide the following see
coverage review; (iii) claims liaison services with the insurance
(v) current market intelligence. The compensation received by the
placements and, if applicable, the services above is typically in th6
policy premium. Certain intermediaries utilized in the placement o
owned by Brown & Brown Inc., the parent company of Provi
allowances paid to these intermediaries shall be disclosed to City b
section, and will not be credited against the balance of the fee owed
this Agreement or paid to City.
Page 15 of 18
rt„
providing access to the
s: (i) risk placement; (ii)
(iv) policy review; and
nsurance intermediary for
} range of 5% to 15% of
the City's insurance are
dpr. Any payments or
ut are not subject to this
t6, Provider pursuant to
(d) Provider may, in the ordinary course of its business, receive and retain interest
on premiums paid by the City from the date received by Provider until the date the premiums
are remitted to the insurance City or intermediary. Any interest income retained by Provider
on these premiums are not subject to this section, and will not be credited against the balance
of the fee owed to Provider pursuant to this Agreement or paid to City.
(e) Compensation for services
federal, state and local sales, use, excise;
governmental charges and fees. Any such
under this Agreement, now imposed or he
shall be in addition to the compensation,
and shall be paid by City upon request.
specified under this Agreement are exclusive of all
receipts, gross income and other similar taxes and
:taxes, goverrunental charges or fees for the services
�eafter imposed during the term of this Agreement,
premiums and charges set forth in this Agreement
(f) Costs and expenses associated with travel and expenses incurred by Provider in
the performance of duties performed in the performance of its obligations in this Agreement shall
be the sole responsibility of Provider unless specifically agreed upon in advance with City.
.
(g) Mandatory Florida Fee Agreement isclosure: The foregoing shall apply and
control notwithstanding anything to the contrary in t4c following mandatory disclosure:
If we are being compensated based upon a fixed dol r amount or fixed percentage fee,
meaning that the contract specifies our compensation and states anywhere in the document
that additional compensation will not be paid to us or ny other party, any additional
compensation to us or any other party, including whole ale brokers or third party
intermediaries, is strictly prohibited Likewise, if our co tract sets compensation based upon a
fixed dollar amount or fixed percentage fee, and the con act specifies that additional
compensation shall be credited to the insured, any additi �ral compensation to any party,
including brokers, wholesale brokers or third party interm diaries, must be promptly returned
to you. If our contract is not based upoia such fixed fee term , no owned or affiliated party,
including brokers, wholesale brokers or third party interme iaries, may accept any type of
compensation without full disclosure by the undersigned bro er to you of the dollar amount or
nsation prior to binding your cove
Page 16 of 18
ATTACHMEN- �C PROVIDER'S PERSONNEL
Provider shall assign the following personnel to'provide Services specified in this Agreement:
NAME TLYLE
Steve Farmer Vice President
Theresa Schwab, AAI, CPIW Sr. Ac6ount Manager
Yam Thompson, CIC Vice President
Ara Morales, AAI Accouni' Manager
Denise Gordon, AIC, ACSR Claims Manager
Tommy Rhodes, CIC Marketink Manager
Patty Raudenbush, PCA, AIC, CPSK Financial analyst
i
Upon approval by the City, Provider may assign or change such otPersonnel as Provider deems
necessary to provide the Services to the City. In such event, Provide shall replace the personnel listed
above, with qualified and experienced personnel.
Provider's notification that it is assigning additional or changing personn l shall be by a letter sent to
the City Manager, who shall, by later, notify Provider of his/e or rejection of the
personnel assigned by Provider to provide,Services. Such decision by the ity Manager shall not
require additional City Commission approval,
Page 17 of 18
ATTACHMENT.D - PROVIDER'S INSURANCE
Provider agrees to maintain in full force and effect the following policies of insura�/ce during the term
of this Agreement: /
TYPE
Workers Compensation
Employers Liability
Commercial General Liability
Business Auto Liability
Umbrella Liability
LIMITS OF LIABILITY
Statutory
$1.000,000 Each Acc., Bodily
$1,000,000 Each Employee, E
$1.000,000 Policy Limit, Dise
$1,000,000 Each Occurrence
$2,000,000 General Aggregal
$1,000,000 Each Accident
$10,000000 Each Occurren
$10,000,000T Aggregate
Errors & Omissions
$10,000,000 Each Occuri
$10,000,000 Aggregate
Provider shall submit a certificate or certificates evidencing the cover
City. Said certificates(s) shall provide for thirty (30) days notice to C
renewal or material change of any insurance required by this Agreem
Receipt of deficient certificates by City, or by any of City's represent
waiver of Provider's obligation to fulfill the insurance requirements h
.:r
Page 18 of 118
-s in a form satisfactory to
prior to cancel lation, non -
'es, does not constitute a
in.