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HomeMy WebLinkAbout24892AGREEMENT INFORMATION AGREEMENT NUMBER 24892 NAME/TYPE OF AGREEMENT 0 TO 1 PLAYBOOK, LLC. DESCRIPTION EXPERT CONSULTANT AGREEMENT/FACILITATOR - VENTURE MIAMI WORKSHOPS/MATTER ID: 23-3094 EFFECTIVE DATE March 28, 2024 ATTESTED BY TODD B. HANNON ATTESTED DATE 3/28/2024 DATE RECEIVED FROM ISSUING DEPT. 4/1/2024 NOTE DOCUSIGN AGREEMENT BY EMAIL CITY OF MIAMI DOCUMENT ROUTING FORM Department of Procurement ORIGINATING DEPARTMENT: DEPT. CONTACT PERSON: Aimee Gandarilla EXT. 1906 NAME OF OTHER CONTRACTUAL PARTY/ENTITY: 0 to 1 Playbook LLC. 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): EXPERT CONSULTANT AGREEMENT 0 to 1 Playbook LLC. Expert Consultant to provide the Office of the City Manager's Venture Miami Division. COMMISSION APPROVAL DATE: FILE ID: ENACTMENT NO.: IF THIS DOES NOT REQUIRE COMMISSION APPROVAL, PLEASE EXPLAIN: ROUTING INFORMATION Date PLEASE PRINT AND SIGN DIRECTOR OF PROCUREMENT/CHIEF PROCUREMENT OFFICER March 15, 2024 Annie Perez, CPPO 1 16:00:46 EDT SIGNATURE: C�e?---, RISK MANAGEMENT March 18, 2024 1 g6Miuos�eTIRP SIGNATURE: Cfiiyd,6 CITY ATTORNEY Matter 23-3094 March 19, 2024 Victoria Mendez I 23:48:1 EDT SIGNATURE: 1-> ASSISTANT CITY MANAGER, CHIEF FINANCIAL OFFICER March 26, 2024 Larry Spring, CPA I 16: 55 : 49 EDT '-'ern SIGNATURE: �Sr ASSISTANT CITY MANAGER, CHIEF OF OPERATIONS Natasha Colebrook -Williams SIGNATURE: DEPUTY CITY MANAGER Nzeribe Ihekwaba, Ph.D., PE SIGNATURE:uN CITY MANAGER March 28, 2024 q A 12r31�r12' EDT SIGNATURE: aLt- c:, C CITY CLERK March 28, 2024 Todd Hannon 1 18:02:20 EDT SIGNATURE: —°°`°_°`°°" PLEASE ATTACH THIS ROUTING FORM TO ALL DOCUMENTS THAT REQUIRE EXECUTION BY THE CITY MANAGER IAFI I{SPAT 1 I City of Miami Office of the City Attorney Legal Services Request To: Office of the City Attorney From: Yadissa Calderon Contact Person Assistant Director Title 3/15/2024 Date: Procurement Requesting Client (305) 416-1907 Telephone Legal Service Requested: Matter 23-3094: EXPERT CONSULTANT AGREEMENT 0 to 1 Playbook LLC. Expert Consultant to provide the Office of the City Manager's Venture Miami Division. 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: Annie Perez 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 EXPERT CONSULTANT AGREEMENT BETWEEN THE CITY OF MIAMI, FLORIDA AND 0 to 1 Playbook LLC. THIS AGREEMENT ("Agreement") is made and entered into this 28thday of March , 2024, effective upon signature ("Effective Date"), by and between the City of Miami, a municipal corporation of the State of Florida ("City"), whose address is 444 SW 2 Avenue, Miami, Florida 33130, and 0 to 1 Playbook LLC., a for profit corporation authorized to conduct business in Florida, whose address is, 1820 SW 73 Court Rd., Miami, FL 33155 ("Expert Consultant" or " 0 to 1 Playbook LLC."). RECITALS WHEREAS, the City, from time to time, retains individuals or firms acting as independent contractors on a contractual basis for a specific term to perform certain specialized and defined tasks for the City and which tasks, by their nature, require independent and autonomous judgment; and WHEREAS, the City must retain the professional services of the Expert Consultant to provide the Office of the City Manager's Venture Miami Division ("Venture Miami") with the Scope of Services defined in Exhibit "A", attached and incorporated ("Services"); and WHEREAS, the City, through the City Manager's Office, has deemed the Expert Consultant qualified in accordance with Sections 18-72,18-73, and 18-116 of the Code of the City of Miami, Florida, as amended ("City Code"), and the Expert Consultant agrees to perform the Services as defined and described herein; NOW, THEREFORE, pursuant to Sections 18-72, 18-73, and 18-116 of the City Code, in consideration of the mutual obligations expressed herein and for other good and valuable consideration, the receipt and sufficiency of which are acknowledged by the parties, the City and the Expert Consultant agree as follows: Section 1. Recitals and Incorporations. The foregoing recitals are true and correct and are hereby incorporated into and made a part of this Agreement. The following exhibits are attached hereto and are hereby incorporated into and made a part of this Agreement: Exhibit A — Scope of Services Exhibit B — Insurance Requirements Exhibit C — Expert Consultant's Certificate of Insurance Exhibit D — Corporate Resolution In the event of a conflict between the provisions of this Agreement or any of its exhibits, the conflict shall be resolved in favor of this Agreement then the priority order indicated above. Section 2. Scope of Services. Pursuant to the City Code, the City Manager may retain an Expert Consultant and assign the same to a City Department. The Expert Consultant identified above will be assigned to assist Venture Miami, or its designee, and shall perform the Services outlined in Exhibit "A", attached and incorporated. The Expert Consultant represents to the City that the Expert Consultant is now, upon execution of this Agreement, and shall at all times during the term of this Agreement remain, fully qualified, competent, and capable to perform the Services under this Agreement. Page 1 of 15 Section 3. Remuneration, Audit and Inspection. A. The Expert Consultant shall receive Ten Thousand dollars ($10,000) per month. Even if there is, at the discretion of the City, an Amendment to increase the renumeration, in no event shall the total remuneration for all Services exceed One Hundred Twenty -Five Thousand Dollars ($125,000.00) per year. The City, in its best interest, reserves the right to request additional related services to be provided by the Expert Consultant. Any additional services in excess of those described in Exhibit "A" shall be negotiated and pre -approved in writing by the City Manager or designee prior to the services being rendered. The Expert Consultant will provide a detailed invoice listing daily work for any billing period and will also report the number of hours worked and tasks completed as enumerated in Exhibit "A" during that period. B. The Expert Consultant shall not be entitled to any employment emoluments and, as such, the Expert Consultant shall be required to complete Internal Revenue Services ("IRS") Form W-9 prior to execution of this Agreement. Further, the Expert Consultant expressly acknowledges that the Expert Consultant shall not acquire status, benefits, or rights as a City employee, temporary or permanent, classified or unclassified, by virtue of this Agreement. The Expert Consultant shall provide the City Manager with the completed IRS Form W-9 at the time of execution of the Agreement. C. Unless otherwise specifically provided in Exhibit "A", pursuant to the Florida Prompt Payment Act, payment will be made within forty-five (45) days after receipt of the Expert Consultant's invoice, which shall be accompanied by sufficient supporting documentation and contain sufficient detail to allow proper audit of expenditures should the City require one to be performed. D. The City may, at all reasonable times and for a period of up to three (3) years following the date of final payment by the City to the Expert Consultant under the Agreement, audit, cause to be audited, inspect, or cause to be inspected those books and records of the Expert Consultant which are related to the Expert Consultant's performance under the Agreement. The Expert Consultant agrees to maintain such books and records at a location within the City for a period of three (3) years after final payment is made under the Agreement. Section 4. Term. The Agreement shall become effective as of the Effective Date as defined on its first page and shall be for the duration of one (1) year with two (2) one (1) year options to renew at the City's sole discretion. The City, acting by and through the City Manager, shall have the option to extend or terminate the Agreement for convenience, that is, for any or no cause. Section 5. Termination. This Agreement may be terminated at any time by either party, with or without cause. In the event of termination of this Agreement for any reason with or without cause, the Expert Consultant shall not have recourse to any City Grievance or Disciplinary Procedure. In the event of termination, the Expert Consultant will be compensated for actual Services rendered up to and including the date of termination. Expert Consultant agrees that other than payment of compensation due pursuant to the terms of this Agreement, Expert Consultant shall not be entitled to claim any lost profits, special, or general damages against the City. Section 6. Relationship Between Parties. A. The Expert Consultant, under the terms and conditions of this Agreement, is an independent contractor and not a City employee. As the Expert Consultant is an independent contractor, the Expert Page 2 of 15 Consultant shall not be entitled to any employment emoluments. Access and use of City property shall be at the sole discretion of the City Manager. The Expert Consultant acknowledges that such access to and use of City property does not alter the Expert Consultant's status as an independent contractor. B. Expert Consultant understands and agrees that any information, document, report, or any other material whatsoever which is given by the City to Expert Consultant or which is otherwise obtained or prepared by Expert Consultant exclusively for the City pursuant to or under the terms of this Agreement is and shall at all times remain the property of the City. Expert Consultant retains ownership of any information, documents, reports, or any other material that was not developed exclusively for the City. Documents created by Expert Consultant for the City based on a boilerplate document will have joint ownership in that the custom document will be owned by the City and the boilerplate will be owned by the Expert Consultant. Expert Consultant agrees not to use any information, document, report, or material produced exclusively for the City for any other purpose whatsoever without the written consent of the City, which may be withheld or conditioned by the City in its sole discretion. The Expert Consultant will retain ownership of original boilerplate documents not produced exclusively for the City. C. The Expert Consultant shall work with the City to develop and undertake the schedule necessary to provide the Services as needed by the City. The Expert Consultant acknowledges that working with the City to provide necessary scheduling for the Services does not alter his status as an independent contractor and the Expert Consultant acknowledges and understands that compensation payment for his time is based upon the standards required by the IRS for payments to an independent contractor. Section 7. Indemnification. The Expert Consultant shall indemnify, save and hold harmless, and defend (at its own cost and expense), the City, its officers, agents, directors, employees, and instrumentalities (collectively referred to as "Indemnitees") from all liabilities, damages, losses, judgements, and costs, including, but not limited to, reasonable attorneys' fees, to the extent caused by the negligence, recklessness, negligent act or omission, or intentional wrongful misconduct of the Expert Consultant and persons employed or utilized by the Expert Consultant in the performance of this Agreement, regardless of whether it is alleged that the Indemnitees were partially or wholly negligent. In the event that any action or proceeding is brought against the City by reason of any such claim or demand, the Expert Consultant shall, upon written notice from the City, resist and defend such action or proceeding by counsel satisfactory to the City. The Expert Consultant expressly understands and agrees that any insurance protection required by this Agreement or otherwise provided by the Expert Consultant shall in no way limit the responsibility to indemnify, save and hold harmless, and defend (at its own cost and expense), the Indemnitees as herein provided. The indemnification provided above shall obligate the Expert Consultant to defend, at its own cost and expense, to and through trial, administrative, appellate, supplemental or bankruptcy proceeding, or to provide for such defense, at the City 's option, any and all claims of liability and all suits and actions of every name and description which may be brought against the City, whether performed by the Expert Consultant or persons employed or utilized by the Expert Consultant. These duties described in this Section will survive the cancellation or expiration of the Agreement. This Section will be interpreted under the laws of the State of Florida, including without limitation and interpretation, Sections 725.06 and/or 725.08, Florida Statutes, as applicable and as amended. The Expert Consultant shall require all sub -consultant agreements to include a provision that each sub - consultant will indemnify the City in substantially the same language as this Section. The Expert Consultant Page 3 of 15 agrees and recognizes that the City shall not be held liable or responsible for any claims which may result from any actions or omissions of the Expert Consultant in which the City participated either through review or concurrence of the Expert Consultant's actions. In reviewing, approving, or rejecting any submissions by the Expert Consultant or other acts of the Expert Consultant, the City, in no way, assumes or shares any responsibility or liability of the Expert Consultant or sub -consultant under this Agreement. Ten Dollars ($10.00) of the payments made by the City constitute separate, distinct, and independent consideration for the granting of this Indemnification, the receipt and sufficiency of which is voluntarily and knowingly acknowledged by the Expert Consultant. Nothing in this Section is intended to waive the City's sovereign immunity beyond the limitations set forth in Section 768.28, Florida Statutes. Section 8. Insurance. The Expert Consultant fully understands and hereby agrees that it shall be the responsibility of the Expert Consultant to secure his own insurance coverage, as applicable insurance will not be paid by the City on behalf of the Expert Consultant while performing the Services. The Expert Consultant shall maintain insurance coverage and provide evidence of such insurance coverage in such amounts as may be required by the City's Risk Management Department in Exhibit "B", including the Insurance Requirements all attached and incorporated. Section 9. Nondiscrimination. The Expert Consultant represents and warrants to the City that the Expert Consultant does not and will not engage in discriminatory practices and that there shall be no discrimination in connection with the Expert Consultant's performance under this Agreement on account of race, age, religion, color, gender, gender identity, sexual orientation, national origin, marital status, physical or mental disability, political affiliation, or any other factor. The Expert Consultant further covenants that no otherwise qualified individual shall, solely by reason of their race, age, religion, color, gender, gender, gender identity, sexual orientation, national origin, marital status, physical or mental disability, political affiliation, or any other factor be excluded from participation in, be denied services, or be subject to discrimination under any provision of this Agreement. Section 10. Non -Assignment, Successors, and Assigns. The Expert Consultant's Services are unique in nature and are not assignable. Section 11. Ownership of Documents. The Expert Consultant understands and agrees that any information, document, report, plan, budget, or any other material whatsoever which is given by the City or on behalf of the City to the Expert Consultant pursuant to or under the terms of this Agreement is, and shall at all times remain, the property of the City. The Expert Consultant agrees not to use any such information, document, report, plan, budget, or any other materials without the prior written consent of the City, which consent may be withheld or conditioned by the City as the owner thereof. Section 12. Public Records. A. The Expert Consultant understands that the public shall have access, at all reasonable times, to all documents and information pertaining to City Agreements, 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 all applicable laws. The Expert Consultant's failure or refusal to comply with the provisions of this Section Page 4 of 15 shall result in the immediate cancellation of this Agreement by the City and any potential penalties authorized by Chapter 119, Florida Statutes. B. The Expert Consultant shall additionally comply with Section 119.0701, Florida Statutes, including without limitation: (1) keeping and maintaining public records that ordinarily and necessarily would be required of the City to perform this Service; (2) upon request from the City 's custodian of public records, provide the City with a copy of the requested records or allow the records to be inspected or copied within a reasonable time at a cost that does not exceed the cost provided in Chapter 119, Florida Statutes, or as otherwise provided by law; (3) ensure that public records that are exempt or confidential and exempt from public records disclosure requirements are not disclosed except as authorized by law for the duration of the Agreement's term and following completion of the same, if the Expert Consultant does not transfer the records to the City; and (4) upon completion of the Agreement, transfer, at no cost to the City, all public records in possession of the Expert Consultant or keep and maintain public records required by the City to perform the Services. If the Expert Consultant transfers all public records to the City upon completion of the Agreement, the Expert Consultant shall destroy any duplicate public records that are exempt or confidential and exempt from public records disclosure requirements. If the Expert Consultant keeps and maintains the public records upon completion of the Agreement, the Expert Consultant shall meet all applicable requirements for retaining public records. All records stored electronically must be provided to the City, upon request from the City's custodian of public records, in a format that is compatible with the information technology systems of the City. Notwithstanding the foregoing, the Expert Consultant shall be permitted to retain any public records that make up part of his work product solely as required for archival purposes, as required by law, or to evidence compliance with the terms of the Agreement. C. Should the Expert Consultant determine to dispute any public access provision required by Florida Statutes, the Expert Consultant shall do so in accordance with the provisions of Chapter 119, Florida Statutes, at its own expense and at no cost to the City. IF THE EXPERT CONSULTANT HAS QUESTIONS REGARDING THE APPLICATION OF CHAPTER 119, FLORIDA STATUTES, TO THE EXPERT CONSULTANT'S DUTY TO PROVIDE PUBLIC RECORDS RELATING TO THIS AGREEMENT, THE EXPERT CONSULTANT MUST CONTACT THE CUSTODIAN OF PUBLIC RECORDS AT (305) 416-1800, VIA ELECTRONIC MAIL AT PUBLICRECORDS(a_MIAMIGOV.COM, OR VIA REGULAR MAIL AT CITY OF MIAMI, OFFICE OF THE CITY ATTORNEY, 444 S.W. 2ND AVENUE, 9TH FLOOR, MIAMI, FLORIDA 33130. THE EXPERT CONSULTANT MAY ALSO CONTACT THE RECORDS CUSTODIAN AT THE CITY DEPARTMENT WHO IS ADMINISTERING THIS AGREEMENT. Section 13. Award of Agreement. The Expert Consultant represents and warrants to the City that the Expert Consultant 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, finder's fee, or gift of any kind contingent upon or in connection with the award of this Agreement. Section 14. Compliance with Federal, State, and Local Laws. The Expert Consultant understands that agreements between private entities and local governments are subject to certain laws and regulations, including laws pertaining to open public meetings, public records, conflicts of interest, procurement procedures, record keeping, etc. The Expert Consultant agrees to comply with and to observe all applicable laws, codes, and ordinances, as they may be amended from time to time. Page 5 of 15 Section 15. Notices. All notices or other communications required under this Agreement shall be in writing and shall be given by hand -delivery or by registered, 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 U.S. Mail, on the fifth (5th) day after being posted or the date of actual receipt, whichever is earlier. To Expert Consultant: 0 to 1 Playbook LLC.. c/o Christopher Daniels 1820 SW 73rd Court Rd., Miami, Florida 33155 chris@theshrimpsociety.com To the Cit City Manager's Office ATTN: Arthur Noriega V, City Manager 444 SW 2 Avenue, 10th Floor Miami, Florida 33130 With a copy to: Venture Miami ATTN: Erick Gavin, Executive Director City of Miami 3500 Pan American Drive Miami, Florida 33133 Office of the City Attorney ATTN: Victoria Mendez, City Attorney City of Miami 444 S.W. 2nd Avenue, Suite 945 Miami, Florida 33130 Procurement Department ATTN: Annie Perez, CPPO, Director City of Miami 444 S.W. 2nd Avenue, 6th Floor Miami, Florida 33130 Section 16. Contingency Clause. Funding for this Agreement is contingent upon the availability of funds and continued authorization of City activities and the Agreement is subject to (a) an amendment due to lack of funds, reduction of funds, and/or change in regulations or the Code, upon written notice, or (b) termination pursuant to Section 5 hereof. Section 17. Miscellaneous. A. The Agreement shall be construed and enforced according to the laws of the State of Florida. The parties hereto agree that venue for all federal, state, and local matters, if any, arising under the Agreement shall lie exclusively in the applicable respective federal, state, and/or local courts located in Miami -Dade County, Florida. Each party waives any defense, whether asserted by motion or pleading, that the aforementioned courts are an improper or inconvenient venue. Moreover, the parties consent to the Page 6 of 15 personal jurisdiction of the aforementioned courts and irrevocably waive any objections to said jurisdiction. The parties irrevocably waive any rights to a jury trial. Each party shall pay its own costs and attorneys' fees. B. Should any provision, paragraph, sentence, word, or phrase contained in the 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, 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 the same shall be deemed severable, and in either event, the remaining terms and provisions of the Agreement shall remain unmodified and in full force and effect. C. No waiver or breach of any provision of the Agreement shall constitute a waiver of any other breach or of any subsequent breach of the same or any other provision hereof and no waiver shall be effective unless made in writing. D. The Agreement constitutes the sole and entire agreement between the parties hereto relating to the subject matter hereof and correctly sets forth the rights, duties, and obligations of each to the other as of its date. Any prior agreements, promises, negotiations, or representations not expressly set forth in the Agreement, including the Exhibits hereto, are of no force and effect. No modification to, supplement of, deletion from, amendment, or addition to the Agreement shall be valid unless in writing and executed by the properly authorized representatives of the parties hereto. Section 18. Survival. The parties acknowledge that the obligations in this Agreement will survive the term, termination, and cancellation hereof. Accordingly, the respective obligations of the Expert Consultant and the City under this Agreement shall survive termination, cancellation, or expiration hereof. Section 19. Counterparts; Electronic Signatures. This Agreement 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 Agreement shall have the same force and effect as an original. The parties shall be entitled to sign and transmit an electronic signature on this Agreement (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 Agreement upon request. Section 20. E-Verify Employment Verification. By entering into this Agreement, Expert Consultant and its subconsultants are jointly and severally obligated to comply with the provisions of Section 448.095, Florida Statutes, as amended, titled "Employment Eligibility." Expert Consultant affirms that (a) it has registered and uses the U.S. Department of Homeland Security's E-Verify system to verify the work authorization status of all new employees of Expert Consultant; (b) it has required all subconsultants to this Agreement to register and use the E-Verify system to verify the work authorization status of all new employees of the subconsultant; (c) it has an affidavit from all subconsultants to this Agreement attesting that the subconsultant does not employ, contract with, or subcontract with, unauthorized aliens; and (d) it shall maintain copies of any such affidavits for the duration of the Agreement. Registration information is available at: http://www.uscis.gov/e- verify. If the City has a good faith belief that Expert Consultant has knowingly violated Section 448.09(1), Florida Statutes, then City shall terminate this Agreement in accordance with Section 448.095(5)(c), Florida Page 7 of 15 Statutes. In the event of such termination, Expert Consultant agrees and acknowledges that it may not be awarded a public contract for at least one (1) year from the date of such termination and that Expert Consultant shall be liable for any additional costs incurred by the City because of such termination. In addition, if City has a good faith belief that a subconsultant has knowingly violated any provisions of Sections 448.09(1) or 448.095, Florida Statutes, but Expert Consultant has otherwise complied with its requirements under those statutes, then Expert Consultant agrees that it shall terminate the contract with the subconsultant upon receipt of notice from the City of such violation by subconsultant in accordance with Section 448.095(5)(c), Florida Statutes. Any challenge to termination under this provision must be filed in the Circuit or County Court by the City, the Expert Consultant, or subconsultant no later than twenty (20) calendar days after the date of said termination. Section 21. Confidentiality. Subject to the requirements of Chapter 119, Florida Statutes, Expert Consultant agrees not to disclose Confidential Information disclosed to it by the City. Confidential Information shall include all information received by Expert Consultant that is not available to the public and all information identified as confidential by the City. For purposes of this section, Confidential Information shall not include any information that (a) is or becomes generally available to the public, other than as a result of disclosure by Expert Consultant; (b) becomes available to Expert Consultant on a non -confidential basis and not in the contravention of applicable law from a source that is not bound a confidentiality or other similar agreement; or (c) was known by Expert Consultant on a non -confidential basis and not in a contravention of applicable law or confidentiality or other similar agreement before its disclosure to Expert Consultant. SIGNATURE PAGE FOLLOWS Remainder of page intentionally left blank Page 8 of 15 IN WITNESS WHEREOF, the parties hereto have executed this Agreement on the day and year f•rst above written.. AT 1ST: Name: T-c.d Title; rpr A 6 'Expert Consultant` or 0 to 1 Flaybook LLC..' 0 to 1 Playbook LLC a for profit =potation authorized to conclidot b is ness in Florida By. Name: Title: E rty. ATTEST CITY OF MIAMI, a Florida munit pal corporation By: Todd, Hannon City Clerk DocuSigned by: r BY: ArIhur Noriega V City Manager APPROVED AS TO FORM AND APPROVED AS TO INSURANCE CORRECTNESS: REQUIREMENTS: r DS Syr. Zw` By: Victoria Mendez ez 23-3094 City Attomeyf fi9nad by l�O Ann- I arie Sharpe Risk Management Director Papa 9 of 15 EXHIBIT A SCOPE OF SERVICES Facilitator — Venture Miami Workshops Scope of Work SUMMARY The facilitator/instructor for the entrepreneurship engagement workshops is a key role, encompassing a diverse range of responsibilities crucial to fostering Miami's startup ecosystem. This position entails the development of a dynamic curriculum tailored to the evolving needs of startup ventures, coupled with the hands-on instruction of these courses to ensure they are informative and engaging. Additionally, the facilitator/instructor is responsible for managing the application process for the workshops, which includes setting criteria, reviewing applications, and selecting participants. Once participants are chosen, the onboarding process is also managed by this role, setting the stage for their entrepreneurial journeys . A significant part of the job involves organizing and facilitating key events such as networking opportunities and Demo Day, vital for participants to connect with potential investors and industry experts. Another critical aspect is the collection and analysis of data related to all facets of the workshops, providing insights for continuous improvement and strategic planning. Moreover, this role includes creating and managing marketing and PR efforts to enhance the visibility of the workshops, along with generating content such as articles and case studies to document and share the progress and successes of the workshops. This documentation not only serves to inform and engage the broader community but also becomes a valuable resource for future iterations of the workshops and stakeholders interested in the Miami startup ecosystem. NATURE OF WORK The facilitator/instructor for the entrepreneurship engagement workshops is entrusted with a multifaceted role central to the success and impact of the engagements. This role encompasses a wide range of responsibilities, each critical to nurturing the growth and development of Miami's startup ecosystem. Curriculum Creation: The facilitator/instructor is tasked with the development of a robust and dynamic curriculum tailored to the evolving needs of startup ventures. This curriculum must encompass the latest trends and practices in entrepreneurship, innovation, and business development. Course Instruction: In addition to creating the curriculum, the facilitator/instructor will also be responsible for delivering these courses. This includes leading workshops and seminars, ensuring that they are both informative and engaging, and tailored to the diverse learning styles and needs of the workshop participants, consisting of Miami founders and entrepreneurs. Management of Application Process: The facilitator/instructor will oversee the application process for the workshops. This involves setting criteria, reviewing applications, and selecting participants who show the most promise and alignment with the workshop's objectives. Participant Onboarding: Once participants are selected, the facilitator/instructor will manage their onboarding process. This includes introducing them to the workshop structure, resources available, and setting expectations for their journey through the workshop. Facilitating Networking Events and Demo Day: A key responsibility of the facilitator/instructor is to organize and facilitate networking events and a Demo Day. These events are crucial for participants to Page 10 of 15 connect with potential investors, industry experts, and peers, thereby enhancing their opportunities for growth and collaboration. Data Collection and Analysis: The facilitator/instructor will collect and analyze data related to all aspects of the workshop. This includes participant progress, workshop effectiveness, and market trends. The insights gained from this analysis are vital for continuous improvement and strategic planning. Marketing and Public Relations Efforts: The role also includes the creation and management of marketing and PR efforts to promote the workshops. This involves developing strategies to enhance the visibility and attractiveness of the workshops to a wide array of stakeholders, including potential applicants, investors, and partners. Content Creation: Creating content, such as articles, case studies, and workshop updates, is another critical area. This content not only serves to inform and engage the broader community but also helps in documenting the journey and successes of the workshop and its participants. Workshop Documentation: Documenting the workshop's processes, successes, and !earnings is essential for sharing the impact of the workshops. This documentation will serve as a valuable resource for future iterations of the workshop and for stakeholders interested in the progress of the Miami startup ecosystem. Page 11 of 15 EXHIBIT B INSURANCE REQUIREMENTS I. Commercial General Liability A. Limits of Liability Bodily Injury and Property Damage Liability Each Occurrence $1,000,000 General Aggregate Limit $ 2,000,000 Personal and Adv. Injury $ 1,000,000 Products/Completed Operations $ 1,000,000 B. Endorsements Required City of Miami listed as additional insured Contingent & Contractual Liability Primary Insurance Clause Endorsement II. Business Automobile Liability A. Limits of Liability Bodily Injury and Property Damage Liability Combined Single Limit Owned/Scheduled Autos Including Hired, Borrowed or Non -Owned Autos Any One Accident $ 1,000,000 B. Endorsements Required City of Miami as additional insured III. Worker's Compensation Limits of Liability Statutory -State of Florida Waiver of Subrogation Employer's Liability A. Limits of Liability $100,000 for bodily injury caused by an accident, each accident $100,000 for bodily injury caused by disease, each employee Page 12 of 15 $500,000 for bodily injury caused by disease, policy limit IV. Professional Liability/Errors and Omissions Coverage/Cyber Combined Single Limit Each Claim $1,000,000 General Aggregate Limit $1,000,000 Retro Date Included 0 to 1 Playbook LLC agrees to maintain professional liability/Errors & Omissions coverage, along with Network Security and Privacy Injury (Cyber) coverage for a minimum of 1 year after termination of the contract. The above policies shall provide the City of Miami with written notice of cancellation or material change from the insurer in accordance to policy provisions. Companies authorized to do business in the State of Florida, with the following qualifications, shall issue all insurance policies required above: The company must be rated no less than "A-" as to management, and no less than "Class V" as to Financial Strength, by the latest edition of Best's Insurance Guide, published by A.M. Best Company, Oldwick, New Jersey, or its equivalent. All policies and /or certificates of insurance are subject to review and verification by Risk Management prior to insurance approval. Page 13 of 15 EXHIBIT C CERTIFICATE OF INSURANCE [Insert upon execution] Page 14 of 15 EXHIBIT D COMPANY RESOLUTION (This Resolution needs to authorize the signatory to sign) WHEREAS,0 to 1 Playbook LLC ("Company"), a Limited Liability Company qualified to do business in Florida, desires to enter into an expert consultant agreement (the "Agreement") with the City solely for the limited purposes of performing the services as described in the Agreement to which this Company Resolution is attached; and WHEREAS, the Managing Members of Company at a duly held company meeting have considered the matter in accordance with the Articles and By -Laws of the company; NOW, THEREFORE, BE IT RESOLVED BY THE MANAGING MEMBERS that this Company is authorized to enter into the Agreement with the City, and that Christopher Daniels , as the authorized signatory of the Company, is hereby authorized and directed to execute the Agreement, in the name and on behalf of this Company, with the City and to execute any other document and perform any acts in connection therewith as may be required to accomplish its purpose. DATED this 13th day of March Corporate Secretary Print Name:Christopher Daniels ,20 24 Chairperson of the Managing Members Print Name: Christopher Daniels CORPORATE SEAL EST. 3024 FLORIDA (Corporate Seal) Page 15 of 15 ACCORD® � D® CERTIFICATE OF LIABILITY INSURANCE DATE(MM/DD/YYYY) 02/01/2024 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 Hiscox Inc. 5 Concourse Parkway Suite 2150 Atlanta GA, 30328 CONTACT P : O PHONE (888) 202-3007 FAX E-MAIL contact@hiscox.com ADDRESS: INSURER(S) AFFORDING COVERAGE NAIC # INSURERA: Hiscox Insurance Company Inc 10200 INSURED 0 to 1 Playbook, LLC. 1820 SW73rd Court Rd. Miami, FL 33155 INSURER B : INSURERC: INSURERD: INSURER E : 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 IJOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID1V�'i1� INSR LTR TYPE OF INSURANCE ADDL INSD SUBR WVD POLICY NUMBER POLICY EFF (MM/DD/YYYY) POLIC FXI/ (MM ) LIMITS A X COMMERCIAL GENERAL LIABILITY Y P102.933.326.1 O ////►►//�� 02/(< 4 02/01/2025 EACH OCCURRENCE $ 1,000,000 CLAIMS -MADE X OCCUR DAMAGE RENTED PREMISES O(Ea occurrence) $ 100,000 MED EXP (Any one person) $ 5,000 PERSONAL&ADVINJURY $ 1,000,000 GEN'LAGGREGATELIMITAPPLIESPER: X POLICY OTHER: PRO JECT LOC GENERAL AGGREGATE $ 2,000,000 PRODUCTS - COMP/OPAGG $ S/T Gen. Agg. $ AUTOMOBILE LIABILITY SCHEDULED V COMBINED SINGLE LIMIT (Ea Lent) $ BODILY INJURY (Per person) INJURY $ BODILY INJURY (Per accident) $ PROPERTY DAMAGE (Per accident) $ UMBRELLA LIAB EXCESS LIAB O OCCUR CLAIMS -MADE O EACH OCCURRENCE $ AGGREGATE $ DED RETENTION $ $ WORKERS COMPENSATION AND EMPLOYERS' LIABILITY ANYPROPRIETOR/PARTNER/EXECUTIVE OFFICER/M EMBER EXCLUDED? (Mandatory in NH) If yes, describe under<Z, DESCRIPTION OF OPERATIONS below Y/N N4e88.7 O PER STATUTE OTH- ER E.L. EACH ACCIDENT $ E.L. DISEASE - EA EMPLOYEE $ E.L. DISEASE - POLICY LIMIT $ A A Cyber and Data Risk P Y Professional Liability Y P102.933.327.1 P102.933.325.1 02/01/2024 02/01/2024 02/01/2025 02/01/2025 Each Claim: $ 1,000,000 Aggregate: $ 1,000,000 Each Claim: $ 2,000,000 Aggregate: $ 2,000,000 DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) Certificate Holder is Additional Insured. CERTIFICATE HOLDER CANCELLATION The City of Miami 444 SW 2nd Ave., Miami FL 33130 SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. AUTHORIZED REPRESENTATIVE ACORD 25 (2016/03) © 1988-2015 ACORD CORPORATION. All rights reserved. The ACORD name and logo are registered marks of ACORD ACCORD® � D® CERTIFICATE OF LIABILITY INSURANCE DATE(MM/DD/YYYY) 02/16/2024 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 Hiscox Inc. 5 Concourse Parkway Suite 2150 Atlanta GA, 30328 CONTACT P : O PHONE (888) 202-3007 FAX E-MAIL contact@hiscox.com ADDRESS: INSURER(S) AFFORDING COVERAGE NAIC # INSURERA: Hiscox Insurance Company Inc 10200 INSURED 0 to 1 Playbook, LLC. 1820 SW73rd Court Rd Miami, FL 33155 INSURER B : INSURERC: INSURERD: INSURER E : 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 IJOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID1V�'i1� INSR LTR TYPE OF INSURANCE ADDL INSD SUBR WVD POLICY NUMBER POLICY EFF (MM/DD/YYYY) POLIC FXI/ (MM ) LIMITS A X COMMERCIAL GENERAL LIABILITY Y P102.933.326.1 O ////►►//�� 02/(< 4 02/01/2025 EACH OCCURRENCE $ 1,000,000 CLAIMS -MADE X OCCUR DAMAGE RENTED PREMISES O(Ea occurrence) $ 100,000 MED EXP (Any one person) $ 5,000 PERSONAL&ADVINJURY $ 1,000,000 GEN'LAGGREGATELIMITAPPLIESPER: X POLICY OTHER: PRO JECT LOC GENERAL AGGREGATE $ 2,000,000 PRODUCTS - COMP/OPAGG $ S/T Gen. Agg. $ AUTOMOBILE X LIABILITY X SCHEDULED V �//� / �/ COMBINED SINGLE LIMIT (Ea Lent) $ INJURY BODILY INJURY (Per person) $ BODILY INJURY (Per accident) $ PROPERTY DAMAGE (Per accident) $ CGL HNOA Limit (per occurrence) $ 1 ,000,000 UMBRELLA LIAB EXCESS LIAB O OCCUR CLAIMS -MADE EACH OCCURRENCE $ AGGREGATE $ DED RETENTION $ $ WORKERS COMPENSATION AND EMPLOYERS' LIABILITY ANYPROPRIETOR/PARTNER/EXECUTIVE OFFICER/M EMBER EXCLUDED? (Mandatory in NH) If yes, describe under DESCRIPTION OF OPERATIONS below Y/N 1 RN 41.' O 1 F8.7 PER STATUTE OTH- ER E.L. EACH ACCIDENT $ E.L. DISEASE - EA EMPLOYEE $ E.L. DISEASE - POLICY LIMIT $ Cr .1 DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) Endevour to provide 30 days notice of cancellation subject to policy terms and conditions CERTIFICATE HOLDER CANCELLATION City of Miami 1820 SW 73rd Court Rd Miami, Florida 33155 SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. AUTHORIZED REPRESENTATIVE ACORD 25 (2016/03) © 1988-2015 ACORD CORPORATION. All rights reserved. The ACORD name and logo are registered marks of ACORD 0 to 1 Playbook, LLC 1820 SW 73rd Court Rd. Miami, FL 33155 (815) 701-8037 Date: 3/1/2024 To: Whom It May Concern Company: City of Miami Address: 444 SW 2nd Ave, Miami, FL, 33130 To Whom It May Concern, ttt I am writing on behalf of 0 to 1 Playbook, LLC. to address the matter of cr rcial auto insurance coverage. 0 to 1 Playbook LLC. has been contracted as an expert cor4')t t for the Built in Miami Startup Program in 2024. (').`' `` We would like to clarify that the services provided and ext b .the engagement does not involve the use of any company -owned or leased vehicl such, we believe we are exempt from carrying commercial auto insurance. We have been instructed by Shellande Janvie lwrfte this letter. Thank you for your attention to this matt O Sincerely, Christopher Daniels CEO 0 to 1 Playbook LLC. A� o® CERTIFICATE OF LIABILITY INSURANCE DATE (MM/DD/YYYY) 02/01/2024 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 BIBERK P.O. Box 113247 Stamford, CT 06911 CONTACT NAME: PHONE 844-472-0967 FAX 203-654-3613 (A/C,No, Ext): (A/C, No): E-MAIL ADDRESS: customerservice@biBERK.com INSURER(S) AFFORDING COVERAGE NAIC # INSURERA: National Liability & Fire Insurance Company 20052 INSURED 0 to 1 Playbook LLC 1820 SW 73rd Court Rd Miami, FL 33155 INSURER B : 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 (�D/YYYY) LIMITS COMMERCIAL GENERAL LIABILITY O /'� I'� r/ EACH OCCURRENCE $ 0 CLAIMS -MADE OCCUR DAMAGE TO RENTED PREMISES (Ea occurrence) $ 0 MED EXP (Any one person) $ 0 PERSONAL & ADV INJURY $ 0 GEN'L AGGREGATE LIMIT APPLIES PRO - JECT PRO PER: LOC GENERAL AGGREGATE $ 0 PRODUCTS - COMP/OP AGG $ 0 $ AUTOMOBILE LIABILITY ANY AUTOte.)1k< OWNED SCHEDULED AUTOS NON -OWNED AUTOS ONLY e4"." 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 ` V EACH OCCURRENCE AGGREGATE $ DED RETENTION $ $ A COMPENSATION AND EMPLOYERS LIABILITY ANYPROPRIETOR/PARTNER/EXECUTIVE OFFICER/MEMBER EXCLUDED? (Mandatory in NH) If yes, describe under DESCRIPTION OF OPERATIONS below Y / N N � "woofWORKERS N9WC597162 02/02/2024 02/02/2025 X PER STATUTE OTH- ER E.L. EACH ACCIDENT $ 100,000 E.L. DISEASE - EA EMPLOYEE $ lOO,000 E.L. DISEASE - POLICY LIMIT 500000 $ , Professional Liability (Errors &P Omissions): Claims -Made Per Occurrence/ Aggregate DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) CERTIFICATE HOLDER CANCELLATION City of Miami 444 SW 2 Avenue Miami, FL 33130 SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. AUTHORIZED REPRESENTATIVE © 1988-2015 ACORD CORPORATION. All rights reserved. ACORD 25 (2016/03) The ACORD name and logo are registered marks of ACORD From: Gomez Jr., Francisco (Frank) To: Gandarilla, Aimee; Chris Daniels; Quevedo, Terry; Gavin, Erick Cc: Aviles. Yesenia Subject: RE: EXPERT CONSULTANT AGREEMENT 0 TO 1 PLAYBOOK Date: Friday, March 1, 2024 1:53:23 PM Attachments: image001.pnq image002.pnq image003.pnq image004.pnq image005.pnq Thank you! Best regards, Frank Gomez, PIAM, CPI I Property & Casualty Manager City of Miami Risk Management (305) 416-174o Office (305) 416-176o Fax fgomez@miamigov.com "Serving, Enhancing a,t4qS( nd Transforming our Community" From: Gandarilla, Aimee <AGandarilla@miamigov.com> Sent: Friday, March 1, 2024 1:52 PM To: Gomez Jr., Francisco (Frank) <FGomez@miamigov.com>; Chris Daniels <chris@theshrimpsociety.com>; Quevedo, Terry <TQuevedo@miamigov.com>; Gavin, Erick <EGavin@miamigov.com> Cc: Aviles, Yesenia <YAviles@miamigov.com> Subject: RE: EXPERT CONSULTANT AGREEMENT 0 TO 1 PLAYBOOK Hi Frank, See attached. Thank you, Qintex gandcvtieea Procurement Assistant City of Miami Procurement Department 444 SW 2nd Avenue, 6th floor, Miami, FL 33130 P (305) 416-1906 F (305) 400-5338 E agandarilla@miami.gov "Serving, Enhancing, and Transforming our Community" From: Gomez Jr., Francisco (Frank) <FGomezl@miamigov.com> Sent: Friday, March 1, 2024 1:49 PM To: Chris Daniels <chrisPtheshrimpsociety.com>; Quevedo, Terry <TQuevedoPmiamigov.com>; Gavin, Erick <EGavin( miamigov.com> Cc: Gandarilla, Aimee <AGandarillaPmiamigov.com>; Aviles, Yesenia <YAvilesPmiamigov.com> Subject: RE: EXPERT CONSULTANT AGREEMENT 0 TO 1 PLAYBOOK Good afternoon, The insurance documentation is adequate. Aimee- Do you have a the WC letter? Thanks, 4qS< Frank Gomez, PIAI , LPI I Property & Casualty Manager City of Miami Risk Management (305) 416-174o Office (305) 416-176o Fax fgomez@miamigov.com "Serving, Enhancing, and Transforming our Community" From: Chris Daniels <chrisl@theshrimpsociety.com> Sent: Friday, March 1, 2024 1:44 PM To: Quevedo, Terry <TQuevedol@miamigov.com>; Gavin, Erick <EGavin( miamigov.com> Cc: Gandarilla, Aimee <AGandarillaPmiamigov.com>; Gomez Jr., Francisco (Frank) <FGomezPmiamigov.com>; Aviles, Yesenia <YAviles( miamigov.com> Subject: Re: EXPERT CONSULTANT AGREEMENT 0 TO 1 PLAYBOOK CAUTION: This is an email from an external source. Do not click links or open attachments unless you recognize the sender and know the content is safe. Hi everyone, I have been instructed to provide a letter stating that our engagement does not involve any company owned or company leased automobiles and therefore we do not need commercial auto insurance. The formal letter is attached here. Attached here is also the requested updated insurance documents: • Updated General Liability • Updated to Hired and Non -Hired Automotive Coverage • Updated Professional Liability to reflect the date the professional coverage started Thank you and please let me know if you need anything further, Chris On Fri, Feb 16, 2024 at 11:32 AM Quevedo, Terry <TQuevedo@miamigov.com> wrote: Mr. Daniels, This is part of the insurance requirements. It is the date set that shows when you started a policy for Professional Liability. Regards, • ee 17 terteek City of Miami Risk Management Department 9th Floor 444 SW 2nd Avenue Miami, Florida 33130 (305) 416-1641 Office (305) 416-1710 Fax TquevedoPmiamigov.com -Seraat9, Se aecC 19, aad 7140 a1mat9 gamm:lattr, From: Chris Daniels <chris@theshrimpsociety.com> Sent: Friday, February 16, 2024 11:07 AM To: Quevedo, Terry <TQuevedo@miamigov.co> Cc: Gandarilla, Aimee <AGandarilla@miamigov'com>; Gomez Jr., Francisco (Frank) <FGomez@miamigov.com>; Aviles, Yesenia <YAviles@miamigov.com> Subject: Re: EXPERT CONSULTANT AGREEMENT 0 TO 1 PLAYBOOK CAUTION: This is an email from attachments unless you recogni you for this information, Terry. What do you mea the "Professional Liability coverage needs to reflect retro date"? What is ate you need? Thank you, Chris On Fri, Feb 16, 2024 at 10:57 AM Quevedo, Terry <TQuevedo@miamigov.com> wrote: Good Morning Aimee, Please revise the certificates as follows: • The City of Miami needs to be listed as additional insured with respect to General Liability on a primary & non contributory basis. • Hired & Non Owned Auto Liability with minimum limits of $M listing the City i an external source. Do not click links or open ze the sender and know the content is safe. of Miami as additional insured. . Professional Liability coverage needs to reflect retro date. Thank you 91.-tcecteck City of Miami Risk Management Department 9th Floor 444 SW 2nd Avenue Miami, Florida 33130 (305) 416-1641 Office (305) 416-1710 Fax Tquevedo(Zmiamigov.com Icetac'e9, 5da.cc t9. atird 7140 1.0,u/9 met garsus e ore From: Gandarilla, Aimee <AGandarilla@miamigov.com> Sent: Friday, February 16, 2024 10:43 AM To: Quevedo, T <TQuevedo@miamigov.com> Cc: chris@thes impsociety.com; Gomez Jr., Francisco (Frank) <FGomez@miamigov.com>; Aviles, Yesenia <YAviles@miamigov.com> Subject: FW: EXPERT CONSULTANT AGREEMENT 0 TO 1 PLAYBOOK Good morning Terry, Please advise on the following COI. Thank you. Thank you, aimee Band wti(I a Procurement Assistant City of Miami Procurement Department 444 SW 2nd Avenue, 6th floor, Miami, FL 33130 P (305) 416-1906 F (305) 400-5338 E agandarilla@miami.gov "Serving, Enhancing, and Transforming our Community" From: Chris Daniels <chris@theshrimpsociety.com> Sent: Friday, February 16, 2024 10:11 AM To: Calderon, Yadissa <ycalderon@miamigov.com> Cc: Gibbs-Sorey, Domini <DGibbs@miamigov.com>; Gavin, Erick <EGavin@miamigov.com>; Gandarilla, Aimee <AGandarilla@miamigov.com> Subject: Re: EXPERT CONSULTANT AGREEMENT CAUTION: This is an email from an external source. Do not click links or open attachments unless you recognize the sender and know the content is safe. Hi Yadissa, Thank you for sending this over. Everything looks great except Section 6.B. Erick and I discussed that I would have the ability to use theRrogram curriculum I've created for other purposes outside of this engagemern"shink we could achieve that outcome by either changing that IanguageiLr, or completing an approved written notice that gives me the ability to uspecifically the program curriculum unconditionally. I'm available to speak more on this today if ydt?&tke. To move the process forward in the meantime, I attached all the required insurances and documents for your review. Attached: 1. Certificate of Good Stayading 2. Workers Compens Insurance 3. Commercial Auto Irk rance 4. General Liabilit ryber, and Professional Liability Insurance 5. Completed There are also minor changes on the contract: 1. Addreerror in the opening paragraph and on page 16 - 0 to 1 Playbook Address is 1820 SW 73rd Court Rd, Miami FL 33155 (Not 73rd Street) 2. Under the insurance section IV - there is mention of INGAGE under the Cyber insurance - I don't understand what this is or what it means. Could you please explain? Thank you, Chris On Thu, Feb 15, 2024 at 9:01 AM Calderon, Yadissa <ycalderon@miamigov.com> wrote: Good Morning Chris, Attached please find the drafted Expert Consultant Agreement ("Agreement") for the services you will be providing Venture Miami. Once you have reviewed the attached Agreement please advise if you have any questions and/or comments via this email thread. If there aren't any questions and/or comments, please do not sign this copy, just provide the City of Miami ("City") with a copy of your Certificate of Insurance ("Insurance") inclusive of the insurance requirements listed in Exhibit B- Insurance Requirements. Ms. Aimee Gandarilla, copied herein, will route the Insurance to the City's Risk Management Department ("Risk") for approval. If Risk has any changes Ms. Gandarilla will contact you immediately. Please make sure the City of Miami is listed as an additional insured. Once Risk approves the insurance Ms. CriLdarilla will route the Agreement through DocuSign for your signature. Please be advised that you'll need to paide proof of your entity's authorization to conduct b i ss in the State of Florida before we can fully execu* a agreement. 6() Thank you in advance. .w Respectfully, Yadissa A. Calderon, CPPB, NIGP-CPP Assistant Director of Procurement City of Miami Procurement Department 444 SW 2 th FL Miami, Fit33`130 W: 305 416-1907 g: 305 400-5369 : ycalderon@miamigov.com Website: http://www.miamigov.com/procurement/ PJ "Serving, Enhancing, and Transforming our Community" Olivera, Rosemary From: Gandarilla, Aimee Sent: Monday, April 1, 2024 8:03 AM To: Hannon, Todd Cc: Lee, Denise; Olivera, Rosemary; Brown, Sadie; Matthews, Christina Subject: EXPERT CONSULTANT AGREEMENT 0 TO 1 PLAYBOOK Matter 23-3094 Attachments: EXPERT CONSULTANT AGREEMENT 0 TO 1 PLAYBOOK Matter 23-3094.pdf Good morning 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 gandavtieea Procurement Assistant City of Miami Procurement Department 444 SW 2' Avenue, 6thfloor, Miami, FL 33130 P (305) 416-1906 F (305) 400-5073 E agandarilla@miami.gov "Serving, Enhancing, and Transforming our Community" i