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HomeMy WebLinkAbout24301AGREEMENT INFORMATION AGREEMENT NUMBER 24301 NAME/TYPE OF AGREEMENT BAKER TILLY US, LLP DESCRIPTION ACCEPTANCE OF ASSIGNMENT & ASSUMPTION OF AGREEMENT/MISCELLANEOUS MANAGEMENT ADVISORY CONSULTING SERVICES POOL/FILE ID: 15-01361/R-15- 0536/MATTER ID: 23-368 EFFECTIVE DATE March 14, 2023 ATTESTED BY TODD B. HANNON ATTESTED DATE 3/14/2023 DATE RECEIVED FROM ISSUING DEPT. 3/14/2023 NOTE DOCUSIGN AGREEMENT BY EMAIL DocuSign Envelope ID: E67CB60D-1924-41 D1-ABC0-4D7E034E96D3 AL v. CITY OF MIAMI DOCUMENT ROUTING FORM Department of Procurement ORIGINATING DEPARTMENT: DEPT. CONTACT PERSON: Aimee Gandarilla EXT. 1906 NAME OF OTHER CONTRACTUAL PARTY/ENTITY: Baker Tilly US, LLP IS THIS AGREEMENT A RESULT OF A COMPETITIVE PROCUREMENT PROCESS? I TOTAL CONTRACT AMOUNT: $ FUNDING INVOLVED? r TYPE OF AGREEMENT: ❑ MANAGEMENT AGREEMENT ❑ PROFESSIONAL SERVICES AGREEMENT ❑ GRANT AGREEMENT ❑ EXPERT CONSULTANT AGREEMENT ❑ LICENSE AGREEMENT OTHER: (PLEASE SPECIFY) YES NO ES ❑ NO ❑ PUBLIC WORKS AGREEMENT ❑ MAINTENANCE AGREEMENT ❑ INTER -LOCAL AGREEMENT ❑ LEASE AGREEMENT ❑ PURCHASE OR SALE AGREEMENT PURPOSE OF ITEM (BRIEF SUMMARY): Acceptance of Assignment and Assumption of Agreement COMMISSION APPROVAL DATE: 12/10/15 FILE ID: ENACTMENT NO.:15-0536 IF THIS DOES NOT REQUIRE COMMISSION APPROVAL, PLEASE EXPLAIN: ROUTING INFORMATION Date PLEASE PRINT AND SIGN DIRECTOR OF PROCUREMENT/CHIEF PROCUREMENT OFFICER February 28, 2023 Annie Perez, CPPO 1 08:00:21EST SIGNATURE: RISK MANAGEMENT February 28, 2023 Ann -Marie Sharpe 108:03:43_=oEST roo,_ SIGNATURE: rm./ �A,,,,, CITY ATTORNEY Matter 23-368 March 10, 202E; f iC01 59 40 EST SIGNATURE. p,Q;o� ASSISTANT CITY MANAGER, CHIEF FINANCIAL OFFICER March 13, 2023 _,,, Larry Spring, CPA I 11: 53 : 52 EDT SIGNATURE: IA`Srv1 ASSISTANT CITY MANAGER, CHIEF OF OPERATIONS Natasha Colebrook -Williams SIGNATURE: DEPUTY CITY MANAGER Nzeribe Ihekwaba, Ph.D., PE SIGNATURE: CITY MANAGER March 13, 2023 Arthur Noriega V 1 14:05:33 EDT SIGNATURE. a CITY CLERK March 14, 202E; Todd Hannon 1 11:56:03 EDT SIGNATURE: q". PLEASE ATTACH THIS ROUTING FORM TO ALL DOCUMENTS THAT REQUIRE EXECUTION BY THE CITY MANAGER DocuSign Envelope ID: E67CB60D-1924-41 D1-ABC0-4D7E034E96D3 IAFI I{SPAT 1 I fp � City of Miami Office of the City Attorney Legal Services Request To: Office of the City Attorney From: Tahlia Gray Contact Person Procurement Analyst Title 2/23/2023 Date: Procurement Requesting Client (305) 416-1912 Telephone Legal Service Requested: Matter 23-368 Acceptance of Assignment and Assumption of Agreement Baker Tilly US, LLP Complete form and forward to the Office of the City Attorney or e-mail to Legal Services. Do not assume that the Office of the City Attorney knows the background of the question and/or issue, such as opinions on the same or similar issues, the existence of relevant memos, correspondence, etc. Please attach to this form and/or e-mail all pertinent information relating to the subject. Once your request has been assigned, an e-mail will be sent to you with the Assigned Attorney's name and the issued matter identification number. All attorneys in the Office of the City Attorney shall fully comply with the Rules Regulating the Florida Bar. For Legal Services requesting an opinion from the Office of the City Attorney: nlssue opinion in writing. Publish opinion after issuance. Authorized by: Yadissa Calderon Date response requested by: BELOW PORTION TO BE COMPLETED BY THE OFFICE OF THE CITY ATTORNEY Assigned Attorney: Date: File No. Approved by: Ultimate Client: Comments: D / R Date: Copy returned to Requesting Client Type: Matrix: Category: Copy to Ultimate Client rev. 04/14/2017 DocuSign Envelope ID: E67CB60D-1924-41 D1-ABC0-4D7E034E96D3 OVERVIEW PSA TITLE: ACCEPTANCE OF ASSIGNMENT AND ASSUMPTION OF AGREEMENT (RFP 501331 - Miscellaneous Management Advisory Consulting Services Pool: Assignment of Contract) 1. AWARD DELEGATED AUTHORITY: ❑ Chief Procurement Officer — Authority level of ❑ City Manager — Authority level of $ E City Commission — RESOLUTION No. 15-0536 2. PROCUREMENT METHOD: E RFP/Q 0 ITB 0 SOLE SOURCE 0 PIGGY -BACK 0 PROFESSIONAL SERVICES UNDER $25,000 0 OTHER (Please explain): 3. IF THIS IS AN AMENDMENT, WHAT IS THE NUMBER OF THE AMENDMENT AND WHAT DOES THIS AMENDMENT DO (INCREASE CAPACITY, CHANGE IN TERMS, ETC) BE SPECIFIC. Pool participant Management Partners LLC was purchased by Baker Tilly. This is an amendment to assign contract responsibility to Baker Tilly US, LLP 4. WAS THE AMENDMENT APPROVED BY THE CITY COMMISSION? 0 YES 8 NO IF YES, WHAT IS THE RESOLUTION NUMBER? 5. WHAT IS THE SCOPE OF SERVICES? The scope of this contract is to provide consulting services on an array of topics and specialties for numerous City departments. 6. IF CITYWIDE, WHAT ARE THE MOST FREQUENT USER DEPARTMENTS? OCI, DRPW, Finance, Building, Human Services, Solid Waste 7. IS THE AWARDEE THE INCUMBENT? N/A - Amendment to contract DocuSign Envelope ID: E67CB60D-1924-41 D1-ABC0-4D7E034E96D3 8. IS THE PRICING HIGHER, LOWER OR THE SAME AS THE CURRENT CONTRACT? Pricing is unchanged. 9. WHEN DOES THE CURRENT CONTRACT EXPIRE? March 6, 2025 10. WHAT WAS THE PREVIOUS SPEND ON THE CURRENT CONTRACT? N/A - Amendment to Contract 11.WHAT IS THE METHOD OF AWARD (Group, Item by Item etc.)? N/A - Amendment to Contract 12.SUNBIZ: Is the Firm(s) a Florida Registered Corporation or a Foreign Corporation (not from Florida)? Foreign (State of Illinois) Corporation registered to do business in the State of Florida. DocuSign Envelope ID: E67CB60D-1924-41 D1-ABC0-4D7E034E96D3 ACCEPTANCE OF ASSIGNMENT AND ASSUMPTION OF AGREEMENT This Acceptance of Assignment and Assumption of Agreement ("Acceptance of Assignment") is entered into March 14, , 2023, between the City of Miami ("City"), a municipal corporation of the State of Florida and Baker Tilly US, LLP ("Baker Tilly"), whose principal address is 205 N Michigan Ave, Suite 2800, Chicago, IL 60601, an Illinois Limited Liability Partnership authorized to do business in Florida ("Provider/ Assignee"). RECITALS WHEREAS, pursuant to Resolution No. 15-0536, adopted on December 10, 2015, the City approved Contract No. 501331, Miscellaneous Management Advisory Consulting Services Pool for the provision of consulting services ("Contract" or "Pool") with eight (8) professional services agreements ("Agreement") executed on March 2, 2016, with all Pool participants; and WHEREAS, on October 1, 2022, Baker Tilly entered into a purchase Agreement with Management Partners Inc, ("Management Partners") an Ohio Profit Corporation, who in turn, hereby requested to assign, transfer, and set over to Baker Tilly the obligations of the Agreement; and WHEREAS, Baker Tilly hereby accepts the foregoing Assignment of the Contract and assumes and agrees to undertake all obligations and perform all covenants, duties, and responsibilities to be performed by Assignor under the Contract; and WHEREAS, The original Agreement, was entered into with Management Partners, and the City have a need to document this change; NOW, THEREFORE, IN CONSIDERATION OF THE MUTUAL TERMS, CONDITIONS, PROMISES, COVENANTS AND OTHER GOOD AND VALUABLE CONSIDERATION OF WHICH IS HEREBY ACKNOWLEDGED, THE PARTIES AGREE AS FOLLOWS: TERMS: 1. RECITALS: The recitals herein are true and correct and are hereby incorporated into and made a part of this Acceptance of Assignment. 2. CITY'S CONSENT: The City hereby acknowledges and consents to this Assignment of the Agreement between the City and Management Partners for the provision of consulting services in accordance with Contract No. 501331, contingent upon: (1) Baker Tilly's compliance with all requirements set forth in the Agreement, or amendments to the Solicitation, if applicable; (2) Documentation of execution of the Purchase by Baker Tilly for the purchase of Management Partners, and who in turn, hereby requested to assign, transfer, and set over to Baker Tilly the obligations of the Agreement, submitted in a form acceptable to the City Attorney, and Director of Procurement, which is attached hereto and incorporated by reference as Exhibit A; and DocuSign Envelope ID: E67CB60D-1924-41 D1-ABC0-4D7E034E96D3 (3) Execution of this Acceptance of Assignment. By execution of this Acceptance of Assignment the Provider/ Assignee accepts all terms set forth and affirms their authority as an authorized signatory who can and is binding the Provider/ Assignee to these terms. 3. BAKER TILLY'S ACCEPTANCE: By execution of this Acceptance of Assignment, Baker Tilly agrees to the terms, conditions and provisions contained in the Agreement and contained herein 4. NOTICES: All notices or other communications required under this Acceptance of Assignment 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 which personally delivered; or, if by mail, on the fifth day after being posted or the date of actual receipt, whichever is earlier. To Company Name Carol Jacobs Managing Director Baker Tilly US, LLP 1730 Madison Road Cincinnati, OH 45206 To the City Arthur Noriega V City Manager City of Miami 3500 Pan American Drive Miami, FL 33133 With copies to: Victoria Mendez, City Attorney City of Miami 444 SW 2nd Avenue, Suite 945 Miami, Florida 33130 Annie Perez, CPPO, Director of Procurement 444 SW 2nd Avenue, 6th Floor Miami, FL 33130 5. COUNTERPARTS, ELECTRONIC SIGNATURES: This Acceptance of Assignment may be executed in counterparts, each of which shall be an original as against either Party whose signature appears thereon, but all of which taken together shall constitute but one and the same instrument. An executed facsimile or electronic scanned copy of this Acceptance of Assignment shall have the same force and effect as an original. The parties shall be entitled to sign and transmit an electronic signature on this Acceptance of Assignment (whether by facsimile, PDF, or other email transmission), which signature shall be binding on the party whose name is contained therein. Any party providing an electronic signature agrees to promptly execute and deliver to the other parties an original signed Acceptance of Assignment upon request. 6. GOVERNING CONDITIONS: All remaining terms of the Agreement, not specifically changed herein, and any amendment or addendum thereto, shall remain in full force and effect through the extended term. 2 DocuSign Envelope ID: E67CB60D-1924-41 D1-ABC0-4D7E034E96D3 IN WITNESS WHEREOF, the Parties have executed this Acceptance of Assignment, or have caused the same to be executed, as of the date and year first above written. ATTEST: By: Name: Amy Trimpe Title: Senior Assistant ATTEST: —DocuSigned by: By: acrb7Hannon City Clerk DocuSigned by: "Assignee" BAKER TILLY US, LLP, An Illinois Limited Liability Partnership By: Carol Jacobs Managing Director "City" CITY OF MIAMI, a Florida municipal corporation 116,ur Nav;cy. =astr�rzr Nana2A Arthuoriega V City Manager APPROVED AS TO LEGAL FORM AND APPROVED AS TO INSURANCE CORRECTNESS: By: ,—DocuSigned by: (—DS Victoria Mendez (Matter 23-368) City Attorney REQUIREMENTS: DocuSigned by: By: [FratAk Gaw v� 2'Ah61 '1Viarie Sharpe, Director Risk Management DocuSign Envelope ID: E67CB60D-1924-41 D1-ABC0-4D7E034E96D3 2023/02/14 10:22:36 -8:00 --- Remote Notary 89CD9091-C7AB-49B1-99CC-174920C41A46 CORPORATE RESOLUTION (This Resolution needs to authorize the signatory to sign.) WHEREAS, Baker Tilly US LLP, a for profit corporation authorized to conduct business in Florida ("Baker Tilly" or "Contractor"), desires to enter into an agreement with the City of Miami, a Florida municipal corporation (the "City"), for the purpose of performing the work described in the Agreement to which this resolution is attached; and WHEREAS, the Board of Directors at a duly held corporate meeting has considered the matter in accordance with the bylaws of the corporation; NOW, THEREFORE, BE IT RESOLVED BY THE BOARD OF DIRECTORS that this corporation is authorized to enter into the Agreement with the City, and the (title) Managing Director , (name) Carol Jacobs , is hereby authorized and directed to execute the Agreement in the name of this corporation and to execute any other document and perform any acts in connection therewith as may be required to accomplish its purpose. IN WITNESS WHEREOF, this 14th day of February , 2023. ("Contractor") A Wisconsin Limited Liability Partnership(State) Corporation By: �Carol Jacobs s,9 onzoz30z,,,z3s.,o100 (Sign) Print Name: Carol Jacobs Title: Managing Direct (Sign — Attest/Notarize) Print Name: Tricia Hoch Notarial act perfo Tricia L Hoch Notary Public - State of Wisconsin My Commission Expires Jan 31, 2026 I. la r 1 Ir DocVerify ID: 89CD9091-C7AB-49B1-99CC-174920C41A4B www.docverify.com Page 1 of 1 1174920C41A4B ,III f1I III DocuSign Envelope ID: E67CB60D-1924-41 D1-ABC0-4D7E034E96D3 Management Partners January 19, 2023 City of Miami Tahlia R Gray, MBA, CPPB We at Management Partners are taking advantage of an incredible opportunity to combine with Baker Tilly US, LLP ("Baker Tilly"), in a deal that closed on October 1, 2022. This strategic move will help us to provide local governments with even more resources and new ideas for serving communities and we'll do that with the same passion and attention you've come to expect. You can learn more about Baker Tilly at BakerTilly.com. Below are all the details that outline how we smoothly transition our important relationship with you. Among the assets Management Partners will be assigning to Baker Tilly is our Contract with City of Miami, referred to as Miami Management Advisory Consulting Services (along with all related applicable addendums, amendments, and exhibits (collectively, the "Contract"). This requires your written consent to the assignment of this Contract to Baker Tilly, with the understanding that all of the terms, conditions and provisions of the Contract will continue to be in full force and effect from and after the closing. Please help us by signing below to: (a) consent to Management Partners assigning its rights, interests and obligations under the Contract to Baker Tilly and to substitute Baker Tilly in lieu of Management Partners under the Contract, effective as of and conditioned upon closing. (b) acknowledge the consummation of the transaction will not be deemed a breach of, or default under, any assignment provision or other provision of the Contract and will not cause a termination of, trigger any payment obligation under, or otherwise affect it. After the combination, Baker Tilly will assume legal responsibility to perform the work Management Partners contracted to do with you in accordance with your contract, including the scope of work, schedule, and budget set forth therein. Please return this signed letter via email to amy.trimpe@bakertilly.com at your earliest convenience. Please contact Jeri Beckstedt, Administrative Services Manager atjeri.beckstedt@bakertilly.com or 513-861-5400, if you have questions. Thank you in advance for your cooperation. Sincerely, j Jerry Newfarmer President and CEO 1730 MADISON ROAD • CINCINNATI, OH 45206 • 513 8615400 • FAX 513 8613480 MANAGEMENTPARTNERS.COM 2107 NORTH FIRST STREET, SUITE 470 • SAN JOSE, CALIFORNIA 95131 • 408 437 5400 • FAX 315 8613480 DocuSign Envelope ID: E67CB60D-1924-41 D1-ABC0-4D7E034E96D3 Page 2 ACKNOWLEDGED, AGREED, AND CONSENTED TO on behalf of City of Miami by: c,,D5o:Signed vvr Navu,oa F A 3 /ZD042A... Signature Arthur Noriega, V Printed Name City Manager Title March 13, 2023 1 14:05:33 EDT Date DocuSign Envelope ID: E67CB60D-1924-41 D1-ABCO-4D7E034E96D3 A`� D® CERTIFICATE OF LIABILITY INSURANCE DATE02/20/2023) THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). PRODUCER Aon Risk Services Northeast, Inc. One Liberty Plaza, 165 Broadway, Suite 3201 New York, N.Y. 10006 CONTACT NAME: (A/CC N ONE Ext): 312-381-1000 FAX No): 312-381-7007 E-MAIL ADDRESS: INSURER(S) AFFORDING COVERAGE NAIC # INSURERA: Columbia Casualty Company INSURED Baker Tilly US, LLP P.O. Box 7398 4807 Innovate Lane Madison WI 53707-7398 USA INSURERS : INSURER C : INSURERD: INSURERE: INSURER F : COVERAGES CERTIFICATE NUMBER: REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR LTR TYPE OF INSURANCE ADDL INSD SUBR WVD POLICY NUMBER POLICY EFF (MM/DD/YYYY) POLICY EXP (MM/DD/YYYY) LIMITS COMMERCIAL GENERAL LIABILITY _ ` V 4L', �� J ^ • '' EACH OCCURRENCE $ CLAIMS -MADE OCCUR DAMAGE TO RENTED PREMISES (Ea occurrence) $ MED EXP (Any one person) $ PERSONAL & ADV INJURY $ GEN'L AGGREGATE LIMIT APPLIES RO- JECT PER: LOC GENERAL AGGREGATE $ PRODUCTS - COMP/OP AGG $ $ AUTOMOBILE LIABILITY SCHEDULED �O ^ O` ,V n -/ Iv' O V COMBINED SINGLE LIMIT (Ea accident) $ BODILY INJURY (Per person) $ BODILY INJURY (Per accident) $ PROPERTY DAMAGE (Per accident) $ $ UMBRELLA LIAB EXCESS LIAB O OCCUR CLAIMS -MADE Q Q EACH OCCURRENCE $ AGGREGATE $ DED RETENTION $ $ WORKERS COMPENSATION AND EMPLOYERS LIABILITY ANY PROPRIETOR/PARTNER/EXECUTIVE OFFICER/MEMBER EXCLUDED? (Mandatory in NH) If yes, describe under DESCRIPTION OF OPERATIONS below Y / N N /A PER STATUTE OTH- ER E.L. EACH ACCIDENT $ E.L. DISEASE - EA EMPLOYEE $ E.L. DISEASE - POLICY LIMIT $ A Professional Liability Insurance ABF-188122608 01-Oct-22 01-Oct-23 Not less than US $1,000,000 per claim and in the annual aggregate. DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) No prior acts date limitation applies CERTIFICATE HOLDER CANCELLATION City of Miami SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE 3500 Pan American Drive THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN Miami, FL 33133 USA ACCORDANCE WITH THE POLICY PROVISIONS. AUTHORIZED REPRESENTATIVE ��// r/��7 tioo Rid .Sotoice4 /'(.Oraeadt. /KC, ACORD 25 (2016/03) © 1988-2015 ACORD CORPORATION. All rights reserved. The ACORD name and logo are registered marks of ACORD DocuSign Envelope ID: E67CB60D-1924-41 D1-ABC0-4D7E034E96D3 /, �`o® CERTIFICATE OF LIABILITY INSURANCE DATE(MM/DD/YYYY) 02/15/2023 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). PRODUCER Aon Risk Services Northeast, Inc. New York NY Offi ce NeC.w One Liberty Plaza 165 Broadway, Suite 3201 New York NY 10006 USA CONTACT NAME: .Ext): (312) 381-1000 FAX No.): (312) 381-7007 E-MAIL ADDRESS: INSURER(S) AFFORDING COVERAGE NAIC # INSURED Baker Tilly US, LLP P.O. Box 7398 4807 Innovate Lane Madison WI 53707-7398 USA INSURER A: American Casualty Co. of Reading PA 20427 INSURER B: Transportation Insurance Co. 20494 INSURER C: Valley Forge Insurance Co 20508 INSURER D: National Fire Ins. Co. of Hartford 20478 INSURER E: The Continental Insurance company 35289 INSURER F: COVERAGES CERTIFICATE NUMBER: 570097848547 REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. Limits shown are as requested INSR LTR TYPE OF INSURANCE ADDL INSD SUBR WVD POUCY NUMBER POUCY EFF (MM/DDIYYYYL POLICY EXP 14 MIDDIYYYY) LIMITS D X COMMERCIAL GENERAL LIABILITY 6016751638 General Liability > ! 01/01/2723- `� 03/01/2024 EACH OCCURRENCE $1,000,000 DAMAGE TO RENTED PREMISES (Ea occurrence) $1,000,000 CLAIMS -MADE X OCCUR MED EXP (Any one person) $ 5 , 000 PERSONAL & ADV INJURY $1,000,000 GEN'LAGGREGATE POLICY OTHER: LIMIT APPLIES PRO JECT X PER: LOC GENERAL AGGREGATE $2,000,000 PRODUCTS - COMP/OPAGG $2,000,000 C AUTOMOBILE X LIABILITY ANY AUTO OWNED X SCHEDULED BUA 6016751647,�0 Auto ���`////,� O �, �/� O ``jam (n� • w " I' A v 01/01/2023 01/01/2024 COMBINED SINGLE LIMIT (Ea accident) $1,000,000 BODILY INJURY ( Per person) BODILY INJURY (Per accident) PROPERTY DAMAGE (Per accident) E X UMBRELLA LIAB EXCESS LIAB X OCCUR CLAIMS -MADE C 6016723001 Umbrella 01/01/2023 01/01/2024 EACH OCCURRENCE $5,000,000 AGGREGATE $5,000,000 DED RETENTION A A B WORKERS COMPENSATION AND EMPLOYERS' LIABILITY ANY PROPRIETOR/PARTNER/EXECUTIVE OFFICER/MEMBER EXCLUDED? (Mandatory in NH) If yes, describe under DESCRIPTION OF OPERATIONS below y/N N N / A Wc616751624 WC623746823 Wc643413436 Workers Compensati on 01/01/2023 01/01/2023 01/01/2023 01/01/2024 01/01/2024 01/01/2024 x IPER STATUTE 1 IOTH- ER E.L. EACH ACCIDENT $1,000,000 E.L. DISEASE -EA EMPLOYEE $1,000,000 E.L. DISEASE -POLICY LIMIT $1,000,000 DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if mo e space is required) City of Miami is added as Additional Insured as respects the General Liability and Automobile Liability as required per written contract. Umbrella is a follow form. 30-day notice of cancellation to policy named insured, except 10 days for non-payment. General Liability is primary and non-contributory to other insurance available to the certificate holder, but only to the extent required by written contract with the insured. A waiver of subrogation in favor of Additional Insured as respect the General Liability, Auto Liability and Workers Compensation pursuant to a written contract. CERTIFICATE HOLDER City of Miami 3500 Pan American Drive Miami, FL 33133 USA CANCELLATION SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NONCE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. AUTHORIZED REPRESENTATIVE &42 c�/GIOfG sI�TCCEd c /aL fd eJ A Holder Identifier : 02/15/2023 570097848547 Certificate No ACORD 25 (2016/03) ©1988-2015 ACORD CORPORATION. All rights reserved. The ACORD name and logo are registered marks of ACORD DocuSign Envelope ID: E67CB60D-1924-41 D1-ABC0-4D7E034E96D3 CNA CNA PARAMOUNT 40020003860167516388619 General Liability Extension Endorsement It is understood and agreed that this endorsement amends the COMMERCIAL GENERAL LIABILITY COVERAGE PART as follows. If any other endorsement attached to this policy amends any provision also amended by this endorsement, then that other endorsement controls with respect to such provision, and the changes made by this endorsement with respect to such provision do not apply. TABLE OF CONTENTS 1. Additional Insureds 2. Additional Insured - Primary And Non -Contributory To Additional Insured's Insurance 3. Bodily Injury — Expanded Definition 4. Broad Knowledge of Occurrence/ Notice of Occurrence 5. Broad Named Insured 6. Estates, Legal Representatives and Spouses 7. Expected Or Intended Injury — Exception for Reasonable Force 8. In Rem Actions �X/ 9. Incidental Health Care Malpractice Coverage \>" 10. Joint Ventures/Partnership/Limited Liability Companies 11. Legal Liability — Damage To Premises c ,, I/ � V 9, 12. Medical Payments O ('ii 13. Non -owned Aircraft Coverage V 14. Non -owned Watercraft Q� • 15. Personal And Advertising Injury — Discrimination or Humiliation 16. Personal And Advertising Injury - Contractual Liability 17. Property Damage - Elevators 18. Supplementary Payments 19. Unintentional Failure To Disclose Hazards 20. Waiver of Subrogation — Blanket CNA74879XX (1-15) Page 1 of 13 Nat l Fire Ins Co of Hartford Insured Name: BAKER TILLY US, LLP Copyright CNA All Rights Reserved. Includes copyrighted material of Insurance Services Office, Inc., with its permission. Policy No: 6016751638 Endorsement No: 1 Effective Date: 01/01/2023 DocuSign Envelope ID: E67CB60D-1924-41 D1-ABC0-4D7E034E96D3 CNA CNA PARAMOUNT General Liability Extension Endorsement 1. ADDITIONAL INSUREDS a. WHO IS AN INSURED is amended to include as an Insured any person or organization described in paragraphs A. through K. below whom a Named Insured is required to add as an additional insured on this Coverage Part under a written contract or written agreement, provided such contract or agreement: (1) is currently in effect or becomes effective during the term of this Coverage Part; and (2) was executed prior to: (a) the bodily injury or property damage; or (b) the offense that caused the personal and advertising injury, for which such additional insured seeks coverage. b. However, subject always to the terms and conditions of this policy, including the limits of insurance, the Insurer will not provide such additional insured with: (1) a higher limit of insurance than required by such contract or agreement; or (2) coverage broader than required by such contract or agreement, and in no event broader than that described by the applicable paragraph A. through K. below. Any coverage granted by this endorsement shall apply only to tent permissible by law. A. Controlling Interest Any person or organization with a controlling interest : 'a d Insured, but only with respect to such person or organization's liability for bodily injury, property " `ersonaltand advertising injury arising out of: 1. such person or organization's financial co of a d Insured; or 2. premises such person or organizatiA%knn l intains or controls while a Named Insured leases or occupies such premises; provided that the coverage grante., . s pa 1`aph does not apply to structural alterations, new construction or demolition operations performe.+,° on behalf of, or for such additional insured. B. Co-owner of Insured Premise: A co-owner of a premises co -owned by a Named Insured and covered under this insurance but only with respect to such co -owner's liability for bodily injury, property damage or personal and advertising injury as co-owner of such premises. C. Grantor of Franchise Any person or organization that has granted a franchise to a Named Insured, but only with respect to such person or organization's liability for bodily injury, property damage or personal and advertising injury as grantor of a franchise to the Named Insured. D. Lessor of Equipment Any person or organization from whom a Named Insured leases equipment, but only with respect to liability for bodily injury, property damage or personal and advertising injury caused, in whole or in part, by the Named Insured's maintenance, operation or use of such equipment, provided that the occurrence giving rise to such bodily injury, property damage or the offense giving rise to such personal and advertising injury takes place prior to the termination of such lease. CNA74879XX (1-15) Policy No: 6016751638 Page 2 of 13 Endorsement No: 1 Nat'l Fire Ins Co of Hartford Effective Date: 01/01/2023 Insured Name: BAKER TILLY US, LLP Copyright CNA All Rights Reserved. Includes copyrighted material of Insurance Services Office, Inc., with its permission. DocuSign Envelope ID: E67CB60D-1924-41 D1-ABC0-4D7E034E96D3 CNA CNA PARAMOUNT 40020003860167516388620 General Liability Extension Endorsement E. Lessor of Land Any person or organization from whom a Named Insured leases land but only with respect to liability for bodily injury, property damage or personal and advertising injury arising out of the ownership, maintenance or use of such land, provided that the occurrence giving rise to such bodily injury or property damage, or the offense giving rise to such personal and advertising injury, takes place prior to the termination of such lease. The coverage granted by this paragraph does not apply to structural alterations, new construction or demolition operations performed by, on behalf of, or for such additional insured. F. Lessor of Premises An owner or lessor of premises leased to the Named Insured, or such owner or lessor's real estate manager, but only with respect to liability for bodily injury, property damage or personal and advertising injury arising out of the ownership, maintenance or use of such part of the premises leased to the Named Insured, and provided that the occurrence giving rise to such bodily injury, property damage or the offense giving rise to such personal and advertising injury takes place prior to the termination of such lease. The coverage granted by this paragraph does not apply to structural alterations, new construction or demolition operations performed by, on behalf of, or for such additional insured. G. Mortgagee, Assignee or Receiver A mortgagee, assignee or receiver of premises but only with re t to such mortgagee, assignee or receiver's liability for bodily injury, property damage or personal dvertising injury arising out of the Named Insured's ownership, maintenance, or use of a premises amed Insured. The coverage granted by this paragraph does not a: • >. s uctural alterations, new construction or demolition operations performed by, on behalf of, or for such yid. aiured. H. State or Governmental Agency or SubdivisQ?1�pr PobiI Subdivisions — Permits A state or governmental agency or subdivviiN for tical subdivision that has issued a permit or authorization, but only with respect to such state or .. *n rat agency or subdivision or political subdivision's liability for bodily injury, property damage or advertising injury arising out of: 1. the following hazards in co bon with premises a Named Insured owns, rents, or controls and to which this insurance applies: a. the existence, maintenance, repair, construction, erection, or removal of advertising signs, awnings, canopies, cellar entrances, coal holes, driveways, manholes, marquees, hoistaway openings, sidewalk vaults, street banners, or decorations and similar exposures; or b. the construction, erection, or removal of elevators; or c. the ownership, maintenance or use of any elevators covered by this insurance; or 2. the permitted or authorized operations performed by a Named Insured or on a Named Insured's behalf. The coverage granted by this paragraph does not apply to: a. Bodily injury, property damage or personal and advertising injury arising out of operations performed for the state or governmental agency or subdivision or political subdivision; or b. Bodily injury or property damage included within the products -completed operations hazard. With respect to this provision's requirement that additional insured status must be requested under a written contract or agreement, the Insurer will treat as a written contract any governmental permit that requires the Named Insured to add the governmental entity as an additional insured. CNA74879XX (1-15) Policy No: 6016751638 Page 3 of 13 Endorsement No: 1 Nat'l Fire Ins Co of Hartford Effective Date: 01/01/2023 Insured Name: BAKER TILLY US, LLP Copyright CNA All Rights Reserved. Includes copyrighted material of Insurance Services Office, Inc., with its permission. DocuSign Envelope ID: E67CB60D-1924-41 D1-ABC0-4D7E034E96D3 CNA CNA PARAMOUNT General Liability Extension Endorsement I. Trade Show Event Lessor 1. With respect to a Named Insured's participation in a trade show event as an exhibitor, presenter or displayer, any person or organization whom the Named Insured is required to include as an additional insured, but only with respect to such person or organization's liability for bodily injury, property damage or personal and advertising injury caused by: a. the Named Insured's acts or omissions; or b. the acts or omissions of those acting on the Named Insured's behalf, in the performance of the Named Insured's ongoing operations at the trade show event premises during the trade show event. 2. The coverage granted by this paragraph does not apply to bodily injury or property damage included within the products -completed operations hazard. J. Vendor Any person or organization but only with respect to such person or organization's liability for bodily injury or property damage arising out of your products which are distributed or sold in the regular course of such person or organization's business, provided that: 1. The coverage granted by this paragraph does not apply t ;( . a. bodily injury or property damage for which sucl6Von or organization is obligated to pay damages by reason of the assumption of liability in a contra greement unless such liability exists in the absence of the contract or agreement; b. any express warranty unauthorized by Fm assured; c. any physical or chemical change i ro Glade intentionally by such person or organization; d. repackaging, except when un•: eiJ' afor the purpose of inspection, demonstration, testing, or the substitution of parts under ``cticFrom the manufacturer, and then repackaged in the original container; e. any failure to make any inspections, adjustments, tests or servicing that such person or organization has agreed to make or normally undertakes to make in the usual course of business, in connection with the distribution or sale of the products; f. demonstration, installation, servicing or repair operations, except such operations performed at the such person or organization's premises in connection with the sale of a product; products which, after distribution or sale by the Named Insured, have been labeled or relabeled or used as a container, part or ingredient of any other thing or substance by or for such person or organization; or h. bodily injury or property damage arising out of the sole negligence of such person or organization for its own acts or omissions or those of its employees or anyone else acting on its behalf. However, this exclusion does not apply to: (1) the exceptions contained in Subparagraphs d. or f. above; or (2) such inspections, adjustments, tests or servicing as such person or organization has agreed with the Named Insured to make or normally undertakes to make in the usual course of business, in connection with the distribution or sale of the products. 2. This Paragraph J. does not apply to any insured person or organization, from whom the Named Insured has acquired such products, nor to any ingredient, part or container, entering into, accompanying or containing such products. g• CNA74879XX (1-15) Policy No: 6016751638 Page 4 of 13 Endorsement No: 1 Nat'l Fire Ins Co of Hartford Effective Date: 01/01/2023 Insured Name: BAKER TILLY US, LLP Copyright CNA All Rights Reserved. Includes copyrighted material of Insurance Services Office, Inc., with its permission. DocuSign Envelope ID: E67CB60D-1924-41 D1-ABC0-4D7E034E96D3 CNA CNA PARAMOUNT 40020003860167516388621 General Liability Extension Endorsement 3. This Paragraph J. also does not apply: a. to any vendor specifically scheduled as an additional insured by endorsement to this Coverage Part; b. to any of your products for which coverage is excluded by endorsement to this Coverage Part; nor c. if bodily injury or property damage included within the products -completed operations hazard is excluded by endorsement to this Coverage Part. K. Other Person Or Organization Any person or organization who is not an additional insured under Paragraphs A. through J. above. Such additional insured is an Insured solely for bodily injury, property damage or personal and advertising injury for which such additional insured is liable because of the Named Insured's acts or omissions. The coverage granted by this paragraph does not apply to any person or organization: 1. for bodily injury, property damage, or personal and advertising injury arising out of the rendering or failure to render any professional service; 2. for bodily injury or property damage included within the products -completed operations hazard; nor 3. who is specifically scheduled as an additional insured on anot 6endorsement to this Coverage Part. 2. ADDITIONAL INSURED - PRIMARY AND NON -CONTRIBUTOR ADDITIONAL INSURED'S INSURANCE A. The Other Insurance Condition in the COMMERCIAL GI I AL LIABILITY CONDITIONS Section is amended to add the following paragraph: If the Named Insured has agreed in writing in a i ct . agreement that this insurance is primary and non- contributory relative to an additional insured's ._ iFtsu not seek contribution from that other insura insurance means insurance on which the B. With respect to persons or organiza endorsement, the following senten Otherwise, and notwithstandin such person or organization is then this insurance is primary, and the Insurer will urpose of this Provision 2., the additional insured's own ured is a named insured. hat adglify as additional insureds pursuant to paragraph 1.K. of this dded,t�the paragraph above: hing to the contrary elsewhere in this Condition, the insurance provided to ess of any other insurance available to such person or organization. 3. BODILY INJURY — EXPANDED DEFINITION Under DEFINITIONS the definition of bodily injury is deleted and replaced by the following: Bodily injury means physical injury, sickness or disease sustained by a person, including death, humiliation, shock, mental anguish or mental injury sustained by that person at any time which results as a consequence of the physical injury, sickness or disease. 4. BROAD KNOWLEDGE OF OCCURRENCE/ NOTICE OF OCCURRENCE Under CONDITIONS, the condition entitled Duties in The Event of Occurrence, Offense, Claim or Suit is amended to add the following: A. BROAD KNOWLEDGE OF OCCURRENCE The Named Insured must give the Insurer or the Insurer's authorized representative notice of an occurrence, offense or claim only when the occurrence, offense or claim is known to a natural person Named Insured, to a partner, executive officer, manager or member of a Named Insured, or to an employee designated by any of the above to give such notice. B. NOTICE OF OCCURRENCE CNA74879XX (1-15) Policy No: 6016751638 Page 5 of 13 Endorsement No: 1 Nat'l Fire Ins Co of Hartford Effective Date: 01/01/2023 Insured Name: BAKER TILLY US, LLP Copyright CNA All Rights Reserved. Includes copyrighted material of Insurance Services Office, Inc., with its permission. DocuSign Envelope ID: E67CB60D-1924-41 D1-ABC0-4D7E034E96D3 CNA CNA PARAMOUNT General Liability Extension Endorsement The Named Insured's rights under this Coverage Part will not be prejudiced if the Named Insured fails to give the Insurer notice of an occurrence, offense or claim and that failure is solely due to the Named Insured's reasonable belief that the bodily injury or property damage is not covered under this Coverage Part. However, the Named Insured shall give written notice of such occurrence, offense or claim to the Insurer as soon as the Named Insured is aware that this insurance may apply to such occurrence, offense or claim. 5. BROAD NAMED INSURED WHO IS AN INSURED is amended to delete its Paragraph 3. in its entirety and replace it with the following: 3. Pursuant to the limitations described in Paragraph 4. below, any organization in which a Named Insured has management control: a. on the effective date of this Coverage Part; or b. by reason of a Named Insured creating or acquiring the organization during the policy period, qualifies as a Named Insured, provided that there is no other similar liability insurance, whether primary, contributory, excess, contingent or otherwise, which provides coverage to such organization, or which would have provided coverage but for the exhaustion of its limit, and without regard to whether its coverage is broader or narrower than that provided by this insurance. OBut this BROAD NAMED INSURED provision does not apply t�r/ (a) any partnership, limited liability company or joint ventur any organization for which coverage is excluded bK a er endorsement attached to this Coverage Part. For the purpose of this provision, management corr02at� A. owning interests representing more tha '� /o o voting, appointment or designation power for the selection of a majority of the Board of rporation; or B. having the right, pursuant to a written .stment, to protect, control the use of, encumber or transfer or sell property held by a trust. 4. With respect to organizations w <Rqualify as Named Insureds by virtue of Paragraph 3. above, this insurance does not apply to: a. bodily injury or property damage that first occurred prior to the date of management control, or that first occurs after management control ceases; nor b. personal or advertising injury caused by an offense that first occurred prior to the date of management control or that first occurs after management control ceases. 5. The insurance provided by this Coverage Part applies to Named Insureds when trading under their own names or under such other trading names or doing -business -as names (dba) as any Named Insured should choose to employ. 6. ESTATES, LEGAL REPRESENTATIVES, AND SPOUSES The estates, heirs, legal representatives and spouses of any natural person Insured shall also be insured under this policy; provided, however, coverage is afforded to such estates, heirs, legal representatives, and spouses only for claims arising solely out of their capacity or status as such and, in the case of a spouse, where such claim seeks damages from marital community property, jointly held property or property transferred from such natural person Insured to such spouse. No coverage is provided for any act, error or omission of an estate, heir, legal representative, or spouse outside the scope of such person's capacity or status as such, provided however that the spouse of a natural person Named Insured and the spouses of members or partners of joint venture or partnership Named Insureds are Insureds with respect to such spouses' acts, errors or omissions in the conduct of the Named Insured's business. CNA74879XX (1-15) Policy No: 6016751638 Page 6 of 13 Endorsement No: 1 Nat'l Fire Ins Co of Hartford Effective Date: 01/01/2023 Insured Name: BAKER TILLY US, LLP Copyright CNA All Rights Reserved. Includes copyrighted material of Insurance Services Office, Inc., with its permission. DocuSign Envelope ID: E67CB60D-1924-41 D1-ABC0-4D7E034E96D3 CNA 1 Business Auto Policy Policy Endorsement EXTENDED COVERAGE - BA PLUS - FOR HIRED AND NON -OWNED AUTOS It is understood and agreed that this endorsement amends the BUSINESS AUTO COVERAGE FORM as follows. If any other endorsement attached to this policy amends any provision also amended by this endorsement, then that other endorsement controls with respect to such provision, and the changes made by this endorsement to such provision do not apply. TABLE OF CONTENTS I. AMENDMENTS TO LIABILITY COVERAGE A. Who Is An Insured 1. Majority Owned Corporations 2. Newly Acquired Organizations 3. Additional Insureds Required By Written Contracts 4. Employee -Hired Autos B. Increased Loss of Earnings Allowance C. Fellow Employee Coverage II. AMENDMENTS TO PHYSICAL DAMAGE COVE A. Increased Loss of Use Expense B. Broadened Electronic Equipment Cove C ) V III. AMENDMENTS TO BUSINESS AUT5,,JDI �j/�i A. Knowledge of Accident or Lo s�V� n ` B. Knowledge of Documents 0 Cc; C. Waiver of Subrogatio Q D. Unintentional Failu Disclose Hazards E. Primary and Non -Contributory When Required By Contract IV. AMENDMENTS TO DEFINITIONS A. Broadened Bodily Injury I. AMENDMENTS TO LIABILITY COVERAGE A. Amendments to Who Is An Insured Under SECTION II — COVERED AUTOS LIABILITY COVERAGE, the paragraph entitled Who Is An Insured is amended to add the following: 1. Majority Owned Corporations Any incorporated entity in which you own a majority of the voting stock on the inception date of this Coverage Form is an insured, but only if such entity is not an insured under any other liability "policy" that provides auto coverage. 2. Newly Acquired Organizations Form No: CNA83700XX (10-2015) Policy No: BUA 6016751641 Endorsement Effective Date: Endorsement Expiration Date: Policy Effective Date: 01 /01 /2023 Endorsement No: 10; Page: 1 of 4 Policy Page: 48 of 65 Underwriting Company: Valley Forge Insurance Company, 151 N Franklin St, Chicago, IL 60606 ° Copyright CNA All Rights Reserved. DocuSign Envelope ID: E67CB60D-1924-41 D1-ABC0-4D7E034E96D3 CNA B. C. Business Auto Policy Policy Endorsement Any organization you newly acquire or form during the policy period, other than a limited liability company, partnership or joint venture, and in which you maintain majority ownership interest is an insured, but only if such organization is not an insured under any other liability "policy" that provides auto coverage. The insurance afforded by this provision: a. Is effective on the date of acquisition or formation of the organization, and applies until: (1) The end of the policy period of this Coverage Form; or (2) The next anniversary of this Coverage Form's inception date, whichever is earlier; and b. Does not apply to bodily injury or property damage caused by an accident that occurred before you acquired or formed the organization. 3. Additional Insureds Required By Written Contract Any person or organization that you are required by written contract to make an additional insured under this insurance is an insured, but only with respect to that person or organization's legal liability for acts or omissions of a person who qualifies as an insured for Liability Coverage under SECTION II - WHO IS AN INSURED of this Coverage Form. 4. Employee -Hired Autos Any employee of yours is an insured while operati under a contract in that employee's name, while business. With respect to provisions A.1. and A.2. abov the inception date of this Coverage Form, bL i. Which are no longer in force; or O ii. Whose limits have been exhausts4V(� Increased Loss of Earnings Alin V, your permission an auto hired or rented rming duties related to the conduct of your .includes those policies that were in force on Under SECTION II — COVER: TOS LIABILITY COVERAGE, the paragraph entitled Coverage Extensions is amended unit._Supplementary Payment subparagraph (4) to delete the $250. a day limit for loss of earnings and re ace it with a $500. a day limit. Fellow Employee Coverage Under SECTION II — COVERED AUTOS LIABILITY COVERAGE, the paragraph entitled Exclusions is amended to delete the exclusion entitled Fellow Employee. AMENDMENTS TO PHYSICAL DAMAGE COVERAGE A. Increased Loss of Use Expense Under SECTION III — PHYSICAL DAMAGE COVERAGE, the paragraph entitled Coverage Extensions is amended under Loss of Use Expenses to delete the maximum of $600., and replace it with a maximum of $ 800. B. Broadened Electronic Equipment Coverage Under SECTION III — PHYSICAL DAMAGE COVERAGE, the paragraph entitled Exclusions is amended to delete paragraphs 5.a through 5.d. in their entirety, and replace them with the following: 5. Exclusions 4.c. and 4.d. above do not apply to loss to any electronic equipment that at the time of loss is: Form No: CNA83700XX (10-2015) Endorsement Effective Date: Endorsement Expiration Date: Endorsement No: 10; Page: 2 of 4 Underwriting Company: Valley Forge Insurance Company, 151 N Franklin St, Chicago, IL 60606 Policy No: BUA 6016751641 Policy Effective Date: 01 /01 /2023 Policy Page: 49 of 65 ° Copyright CNA All Rights Reserved. DocuSign Envelope ID: E67CB60D-1924-41 D1-ABC0-4D7E034E96D3 CNA Business Auto Policy Policy Endorsement a. Permanently installed in or upon a covered auto, nor to such equipment's antennas or other accessories used with such equipment. A $ 100 deductible applies to this provision, and supersedes any otherwise applicable deductible; or b. Designed to be operated solely by use of the power from the auto's electrical system and is: (1) Removable from a housing unit which is permanently installed in or upon the covered auto; (2) An integral part of the same unit housing any electronic equipment described in paragraphs a. or b.(1) above; or (3) Necessary for the normal operation of the covered auto or the monitoring of the covered auto's operating system. III. AMENDMENTS TO BUSINESS AUTO CONDITIONS A. Knowledge of Accident or Loss Under BUSINESS AUTO CONDITIONS, the Loss Condition entitled Duties In the Event of Accident, Claims, Suit, or Loss is amended to add the following subparagraph a.(4): (4) If your employees know of an accident or loss, this will not mean that you have such knowledge until such accident or loss is known to a natural person N med Insured, to a partner, executive officer, manager or member of a Named Insured, or to ployee designated by any of the above to be your insurance manager. B. Knowledge of Documents Under BUSINESS AUTO CONDITIONS, the Loss Claims, Suit, or Loss is amended to add the fo (6) If your employees know of documents co such knowledge until such docume executive officer, manager or me the above to be your insurance, C. Waiver of Subrogation Under BUSINESS AUTO C Against Others To Us is a tion entitled Duties In the Event of Accident, paragraph b.(6): g{tf claim or suit, this will not mean that you have to a natural person Named Insured, to a partner, med Insured, or to an employee designated by any of IONS, the Loss Condition entitled Transfer Of Rights Of Recovery ded to add the following: We waive any right of recovery we may have, because of payments we make for injury or damage, against any person or organization for whom or which you are required by written contract or agreement to obtain this waiver from us. This injury or damage must arise out of your activities under a contract with that person or organization. You must agree to that requirement prior to an accident or loss. D. Unintentional Failure To Disclose Hazards Under BUSINESS AUTO CONDITIONS, the General Condition entitled Concealment, Misrepresentation or Fraud is amended to add the following: Your failure to disclose all hazards existing on the inception date of this Coverage Form shall not prejudice you with respect to the coverage provided by this insurance, provided such failure or omission is not intentional. E. Primary and Non -Contributory When Required By Contract Under BUSINESS AUTO CONDITIONS, the General Condition entitled Other Insurance is amended to add the following: Form No: CNA83700XX (10-2015) Endorsement Effective Date: Endorsement Expiration Date: Endorsement No: 10; Page: 3 of 4 Underwriting Company: Valley Forge Insurance Company, 151 N Franklin St, Chicago, IL 60606 Policy No: BUA 6016751641 Policy Effective Date: 01 /01 /2023 Policy Page: 50 of 65 ° Copyright CNA All Rights Reserved. DocuSign Envelope ID: E67CB60D-1924-41 D1-ABC0-4D7E034E96D3 CNA Business Auto Policy Policy Endorsement Notwithstanding provisions 5.a. through 5.d. above, the coverage provided by this Coverage Form shall be on a primary and non-contributory basis when required to be so by a written contract entered into prior to accident or loss. IV. AMENDMENTS TO DEFINITIONS A. Broadened Bodily Injury Under DEFINITIONS, the definition of bodily injury is deleted and replaced by the following: Bodily injury means physical injury, sickness or disease sustained by a person, including death, mental anguish or mental injury sustained by that person which results as a consequence of the physical injury, sickness or disease. All other terms and conditions of the policy remain unchanged This endorsement, which forms a part of and is for attachment to the policy issued by the designated Insurers, takes effect on the Policy Effective date of said policy at the hour stated in said policy, unless another effective date (the Endorsement Effective Date) is shown below, and expires c,Qncurrently with said policy. Form No: CNA83700XX (10-2015) Policy No: BUA 6016751641 Endorsement Effective Date: Endorsement Expiration Date: Policy Effective Date: 01 /01 /2023 Endorsement No: 10; Page: 4 of 4 Policy Page: 51 of 65 Underwriting Company: Valley Forge Insurance Company, 151 N Franklin St, Chicago, IL 60606 ° Copyright CNA All Rights Reserved. DocuSign Envelope ID: E67CB60D-1924-41 D1-ABC0-4D7E034E96D3 CNA Workers Compensation And Employers Liability Insurance Policy Endorsement 1 WAIVER OF OUR RIGHT TO RECOVER FROM OTHERS ENDORSEMENT We have the right to recover our payments from anyone liable for an injury covered by this policy. We will not enforce our right against the person or organization named in the Schedule. This agreement applies only to the extent that you perform work under a written contract that requires you to obtain this agreement from us. This agreement shall not operate directly or indirectly to benefit anyone not named in the Schedule. Any person or organization for which the employer has agreed by written contract, executed prior to loss, may execute a waiver of subrogation. However, for purposes of work performed by the employer in Missouri, this waiver of subrogation does not apply to any construction group of classifications as designated by the waiver of right to recover from others (subrogation) rule in our manual. Schedule Any Person or Organization on whose behalf you are required to obtain this waiver of our right to recover from under a written contract or agreement. The premium charge for the endorsement is reflected in the ScheduOf Operations. All other terms and conditions of the policy remain unchanged , J This endorsement, which forms a part of and is for atta h L6nt to the policy issued by the designated Insurers, takes effect on the Policy Effective Date of said poli ®a e Myr stated in said policy, unless another effective date (the Endorsement Effective Date) is s'gwn I yv, and expires concurrently with said policy unless another expiration date is shown below.-O (/\ QL i Form No: WC 00 03 13 (04-1984) Endorsement Effective Date: Endorsement Expiration Date: Endorsement No: 16; Page: 1 of 1 Underwriting Company: American Casualty Company of Reading, Pennsylvania, 151 N Franklin St, Chicago, IL 60606 Policy No: WC 6 16751624 Policy Effective Date: 01 /01 /2023 Policy Page: 258 of 420 Copyright 1983 National Council on Compensation Insurance. DocuSign Envelope ID: E67CB60D-1924-41 D1-ABC0-4D7E034E96D3 From: To: Cc: Subject: Date: Attachments: Ouevedo, Terry Carbonell. Aileen; Gomez Jr., Francisco (Frank) Gandarilla, Aimee RE: PROCUREMENT INSURANCE REVIEW FOR BAKER TILLY US LLP COI Monday, February 27, 2023 11:35:46 AM image002.pnq image003.pnq Aileen The certificates are adequate. Regards, f tettec/ City of Miami Risk Management Department 9th Floor 444 SW 2nd Avenue Miami, Florida 33130 (305) 416-1641 Office (305) 416-1710 Fax TquevedoOmiamigov.com :S�rarury, S r4accar9, atird 71.orthrt, ata From: Carbonell, Aileen <ACarbonell@mia Sent: Monday, February 27, 2023 11:34 AM To: Gomez Jr., Francisco (Frank) <FGomez@miamigov.com> Cc: Quevedo, Terry <TQuevedo@miamigov.com>; Gandarilla, Aimee <AGandarilla@miamigov.com> Subject: RE: PROCUREMENT INSURANCE REVIEW FOR BAKER TILLY US LLP COI Good morning Frank, Please see revised certificate attached. Thank you. Should you have any questions or concerns, please do not hesitate to contact me at information listed below. Kind regards, Aileen Carbonell, MPA Procurement Assistant Department of Procurement 444 SW 2nd Avenue, 6th Floor Miami, Florida 33130 DocuSign Envelope ID: E67CB60D-1924-41 D1-ABC0-4D7E034E96D3 Office: (305) 416-1922 Facsimile: (305) 416-1925 Email: acarboneMmiamigov.com Website: https://www.miamigov.com/Government/Departments-Organizations/Procurement "Serving, Enhancing, and Transforming our Community" Mission: The City of Miami Department of Procurement's mission is to ethically procure quality goods and services, design, construction and construction management services at the best value for the City, while providing excellent customer service, process efficiency, transparency, fairness, competition, accountability, and maintaining public trust. Click on or scan the QR Code to register as a new vendor forrttf ity of Miami. ...: :11 C..1...1. T.:I: .134.1:71 Oc (12 DIE::;:i4:1:!!,:.:Ii.1Z1;1;;:t1131: Nr (I,/ I QQ4 `p Please consider the environmenkeZdfe printing this e-mail. ic"-- CONFIDENTIAL COMMUNICATION The information contained in this transmission may contain privileged and confidential information. It is intended only for the use of the person(s) named above. If you are not the intended recipient, you are hereby notified that any review, dissemination, distribution, or duplication of this communication is strictly prohibited. If you are not the intended recipient, please immediately contact the sender by reply e-mail and destroy all copies of the original message. Thank you. *Please Note: Due to Florida's very broad public records law, most written communications to or from City of Miami employees regarding City business are public records, available to the public and media upon request. Therefore, this e-mail communication may be subject to public disclosure. From: Gomez Jr., Francisco (Frank) <FGomezl@miamigov.com> Sent: Thursday, February 16, 2023 12:31 PM To: Carbonell, Aileen <ACarbonellPmiamigov.com> Cc: Quevedo, Terry <TQuevedol@miamigov.com>; Gandarilla, Aimee <AGandarillal@miamigov.com> DocuSign Envelope ID: E67CB60D-1924-41 D1-ABC0-4D7E034E96D3 Subject: RE: PROCUREMENT INSURANCE REVIEW FOR BAKER TILLY US LLP COI Hi Aileen, Please amend to reflect primary and non contributory, along with retroactive date in terms of the professional policy. Thanks, Frank Gomez, PIAM, CPI I Property & Casualty Manager City of Miami Risk Management (305) 416-174o Office (305) 416-176o Fax fgomez@miamigov.com QQ "Serving, Enhancing, and Transforming our Community" From: Carbonell, Aileen <ACarbonellPmiamigov.com> Sent: Thursday, February 16, 2023 12:23 PM To: Gomez Jr., Francisco (Frank) <FGomezPmiamigov.com> Cc: Quevedo, Terry <TQuevedoPmiamigov.com>; Gandarilla, Aimee <AGandarillaPmiamigov.com> Subject: PROCUREMENT INSURANCE REVIEW FOR BAKER TILLY US LLP COI Importance: High Good afternoon, Please review the insurance attached at your earliest convenience and advise if adequate according to insurance requirements contained therein. Thank you! DocuSign Envelope ID: E67CB60D-1924-41 D1-ABC0-4D7E034E96D3 Kind regards, Aileen Carbonell, MPA Procurement Assistant Department of Procurement 444 SW 2nd Avenue, 6th Floor Miami, Florida 33130 Office: (305) 416-1922 Facsimile: (305) 416-1925 Email: acarboneWmiamigov.com Remit W9 to: PurchasingSupplierAdminsPmiamigov.com Website: https://beta.miamigov.com/Government/Departments-Organizations/Procurement �' ^ {/ (19 "Serving, Enhancing, and Tr Tiori i g our Community" CONFIDENTIAL COMMUNICATION The information contained in this transmission may contain privileged and confidential information. It is intended only for the use of the person(s) named above. If you are not the intended recipient, you are hereby notified that any review, dissemination, distribution, or duplication of this communication is strictly prohibited. If you are not the intended recipient, please immediately contact the sender by reply e-mail and destroy all copies of the original message. Thank you. *Please Note: Due to Florida's very broad public records law, most written communications to or from City of Miami employees regarding City business are public records, available to the public and media upon request. Therefore, this e-mail communication may be subject to public disclosure. Olivera, Rosemary From: Gandarilla, Aimee Sent: Tuesday, March 14, 2023 1:01 PM To: Hannon, Todd Cc: Lee, Denise; Olivera, Rosemary; Cabrera, Paola; Brown, Sadie Subject: matter 23-368 Acceptance of Assignment and Assumption of Agreement Baker Tilly Attachments: Acceptance of Assignment and Assumption of Agreement Baker Tilly.pdf Good afternoon Todd, Please find attached the fully executed copy of an agreement from DocuSign that is to be considered an original agreement for your records. Thank you, airnee garcdwriaa Procurement Assistant City of Miami Department of Procurement 444 SW 2' Avenue, 6th floor, Miami, FL 33130 P(305) 416-1906 F(305) 400-5338 Eagandarilla@miamigov.com https://miamigov.com/Government/Departments-Organizations/Procurement 1 ti -},png, Enhancing, and Transforming our Community" 1