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AGREEMENT INFORMATION AGREEMENT NUMBER 26141 NAME/TYPE OF AGREEMENT RISK MANAGEMENT ASSOCIATES, INC. DESCRIPTION PROFESSIONAL SERVICES AGREEMENT/PROVISION OF INSURANCE BROKERAGE SERVICES RFP NO. 1471386/FILE ID: 18553/R-25-0531 /MATTER I D : 25-3209 EFFECTIVE DATE May 29, 2026 ATTESTED BY TODD B. HANNON ATTESTED DATE 5/29/2026 DATE RECEIVED FROM ISSUING DEPT. 5/29/2026 NOTE DOCUSIGN AGREEMENT BY EMAIL City of Miami DOCUMENT ROUTING FORM QR4O ORIGINATING DEPARTMENT: Department of Procurement DEPT. CONTACT PERSON: Aimee Gandarilla/Justin Griffin EXT. 1906/1949 NAME OF OTHER CONTRACTUAL PARTY/ENTITY: Risk Management Associates, Inc., a wholly owned subsidiary of Brown and Brown, Inc. IS THIS AGREEMENT TO BE EXPEDITED/RUSH: TOTAL CONTRACT AMOUNT: $ TYPE OF AGREEMENT: ❑ MANAGEMENT AGREEMENT ❑■ PROFESSIONAL SERVICES AGREEMENT ❑ GRANT AGREEMENT ❑ EXPERT CONSULTANT AGREEMENT ❑ LICENSE AGREEMENT OTHER: (PLEASE SPECIFY) ■ FUNDING INVOLVED? YES YES ❑ PUBLIC WORKS AGREEMENT ❑ MAINTENANCE AGREEMENT ❑ INTER -LOCAL AGREEMENT ❑ LEASE AGREEMENT ❑ PURCHASE OR SALE AGREEMENT El SUPPLEMENTAL AGREEMENT NO NO PURPOSE OF ITEM (DETAILED SUMMARY): PSA Insurance Brokerage Services with Risk Management Associates owned subsidiary of Brown and Brown, Inc. RFP 1471386. COMMISSION APPROVAL DATE: 12/11/2025 FILE ID: 18553 ENACTMENT NO.: 25-0531 IF THIS DOES NOT REQUIRE COMMISSION APPROVAL, PLEASE EXPLAIN: ROUTING INFORMATION Date PLEASE PRINT AND SIGN APPROVAL BY DIRECTOR/CHIEF PROCUREMENT OFFICER May 20, 2026 109 Annie Perez, CPPO 51:38 EDT SIGNATURE: r::.:. SUBMITTED TO RISK MANAGEMENT May 20, 2026 110:ID1:15 David Ruiz EDT SIGNATURE: fi,.�1 awat SUBMITTED TO CITY ATTORNEY �05 25 3209 "kF Matter 25-3209 May 27, 2026 113:28:03 George K. Wysong III EDT ,_o°°°s;g°°d„y, SIGNATURE: 1- w�sowl III APPROVAL BY ASSISTANT CITY MANAGER/CHIEF FINANCIAL OFFICER May 27, 2026 14 �,sF..rtlu.a„ Erica D. Paschal Darling, CPA 00: G ETU Pie SIGNATURE: � 6 .. APPROVAL BY ASSISTANT CITY MANAGER/CHIEF OF OPERATIONS Barbara Hernandez, MPA SIGNATURE: APPROVAL BY ASSISTANT CITY MANAGER/CHIEF OF INFRASTRUCTURE Asael Marrero SIGNATURE: APPROVAL BY DEPUTY CITY MANAGER May 28, 2026 120 Natasha Colebrook -Williams 41:04 EDT p s de SIGNATURE: N cee k._tezt&—., RECEIVED BY CITY MANAGER May 29, 2026 114 .Ateyes SIGNATURE: A°,a SUBMITTED TO THE CITY CLERK May 29, 2026 1 15:44:23 Todd Hannon EDT —°° SIGNATURE: PLEASE ATTACH THIS ROUTING FORM TO ALL DOCUMENTS THAT REQUIRE EXECUTION BY THE CITY MANAGER AGREEMENT/AMENDMENT OVERVIEW AGREEMENT TITLE: Professional Services Agreement ("PSA"), between the City of Miami, ("City") and Risk Management Associates, Inc., a wholly owned subsidiary of Brown and Brown, Inc. 1. AWARD DELEGATED AUTHORITY: ❑ Chief Procurement Officer — Authority level of $ ❑ City Manager — Authority level of $ 0 City Commission — RESOLUTION NO. 2. PROCUREMENT METHOD: 0 RFP/RFQ ❑ IFB ❑ ITB ❑ SOLE SOURCE ❑ PIGGY -BACK ❑ COOPERATIVE ❑ PROFESSIONAL SERVICES UNDER $25,000 3. TYPE OF AGREEMENT: 0 PROFESSIONAL SERVICES AGREEMENT ❑ EXPERT CONSULTANT AGREEMENT ❑ SOFTWARE AS A SERVICE AGREEMENT ❑ LEASE AGREEMENT ❑ OPERATOR AGREEMENT ❑ CONCESSION AGREEMENT ❑ OTHER (Please explain): 4. 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 AND INCLUDE THE PAGE NUMBER(S) THAT SPECIFIES WHAT IS BEING AMENDED ON THE CONTRACT. This is not an Amendment. This is the PSA negotiated pursuant to R-25-0531, which approved the award of the Request for Proposals ("RFP") to Risk Management Associates, Inc. 5. WAS THE AMENDMENT APPROVED BY THE CITY COMMISSION? ❑ YES 0 NO IF YES, WHAT IS THE RESOLUTION NUMBER? N/A 6. WHAT IS THE SCOPE OF SERVICES? Insurance Brokerage Services. 7. IF CITYWIDE, WHAT ARE THE MOST FREQUENT USER DEPARTMENTS? Risk Management Updated 1/29/2025 8. IS THE AWARDEE INCUMBENT? Yes. 9. IS THE PRICING HIGHER, LOWER OR THE SAME AS THE CURRENT CONTRACT? RMA is the incumbent Insurance Brokerage Services provider to the City and charges $65,000 annually for brokerage administration fees. On top of the administration fees, the City's pays commission payments to domestic excess/surplus lines wholesalers in the annual amount of $567,264.00. Additionally, National Flood Insurance Program ("NFIP") commissions are separately paid in the amount of $59,380.00. Thus, the total annual fees and commissions paid by the City were in the amount of $691,644.00. Based on negotiations with RMA, the term of the new contract is three (3) years with an option to renew ("OTR") for two (2) additional one (1) year periods. However, total annual fees and commissions are now combined into a "not -to -exceed price" that is less than the City's current fiscal impact. In years one (1) through year three (3) the fiscal impact will be $515,00.00; then $530,000.000 in OTR year one (1), and $545,000.00 in OTR year two (2). NFIP commissions are estimated to be $59,380.00 for each year and must remain separate per federal law. Therefore, the City's initial annual fiscal charge is approximately $574,380.00 ($515,000.00, plus $59,380.00). As a result, depending on future NFIP purchases, a total estimated annual savings of approximately $117,264.00 ($691,644.00 - $574,380.00) will be realized in the first year of the new contract. Subsequent years of service will adhere to the methodology above and should produce similar savings. 10. WHEN DOES THE CURRENT CONTRACT EXPIRE? December 19, 2026 or upon execution of the new PSA. 11.WHAT WAS THE PREVIOUS SPEND ON THE CURRENT CONTRACT? The City's annual fiscal spend is approximately $691,644.00. Updated 1/29/2025 12.WHAT IS THE METHOD OF AWARD (Group, Item by Item etc.)? On March 4, 2024, Procurement, on behalf of the City of Miami's ("City") Risk Management Department ("Risk"), issued RFP No. 1471386 under full and open competition, to obtain proposals from experienced and qualified firms for the provision of Insurance Brokerage Services. On May 21, 2024, four (4) proposals were received in response to the RFP. Proposers were required to meet all of the minimum qualification requirements established in the RFP, in order to be deemed qualified to provide said services. Subsequently, the proposals were reviewed by Procurement for responsiveness and all four (4) were deemed responsive. The Evaluation Committee ("Committee") met on June 24, 2024, to review and evaluate the Proposals. Despite initially scoring all categories, Risk determined Oral Presentations were required to clarify the methods and practices used to arrive at the fee structures in each Price Proposal. On January 29, 2025, oral presentations were held with all four (4) responsive Proposers. Risk Management Associates, Inc. ("RMA") gained the highest total combined score (438 / 500). Based on the foregoing, the Committee recommended that the City enter into negotiations with RMA, the highest ranked responsive and responsible Proposer. Accordingly, the Negotiating Team met with RMA on April 22, 2025, and on August 28, 2025, to negotiate a Professional Services Agreement ("PSA"). Negotiations resulted in a total estimated annual savings of approximately $117,264.00 in the first year of the new contract. Subsequent years of service will adhere to the methodology above and should produce similar savings. Due diligence was conducted to determine RMA's responsibility, including verifying corporate status, that there were no performance or compliance issues, and no adverse findings related to its responsibility. Updated 1/29/2025 Clear Form CITY OF MIAMI Vendor Responsibility Checklist View All Attachments Name of Firm: Risk Management Associates, Inc. a wholly owned subsidiary of Brown & Brown Use the "Upload" button to attach PDF documentation for each section. To delete attachment(s), use the appropriate "Delete" button to the right and then use the "Clear" button for the corresponding attachment box to clear that field. CATEGORY City Vendor Registration Affirmation YES State of Florida Corporation (Sunbiz) YES D&B YES Pacer Select Bid/Proposal Bond N/A Upload Clear _ Upload Clear Upload Clear Upload Clear RESPONSE Delete Last Delete All iSupplier Number: 22259 SunBiz - RMA.pdf SunBiz - Brown&Brown.pdf DUNS - Brown & Brown.msg Use the "Upload" button to attach PDF documentation for each section. To delete attachment(s), use the appropriate "Delete" button to the right and then use the "Clear" button for the corresponding attachment section to clear that field. PERFORMANCE/REFERENCE CHECKS System of Award Managment (SAM) YES Convicted Vendor List NO Debarred Contractors NO Suspended Contractors NO Suspended Vendors -State: NO Scrutinized Companies List: NO Google Search: NO Delete Last Delete All ATTACHMENTS Upload SAM - Brown and Brown (Doral).pdf Clear Upload Clear Upload Clear Upload Clear Upload Clear Upload Clear FL - Convicted Vendors.pdf MDC Debarred Firms.pdf MDC - Suspended Contractors - Brown&Brown.pdf MDC - Suspended Contractors - RMA.pdf FL - Suspended Vendors.pdf FL - Scrutinized Vendors - Isreal.pdf FL - Scrutinized Vendors.pdf Upload Google - J. Powell Brown - criminal.pdf Google - J. Powell Brown - civil.pdf Clear J Google - B&B CEO Steve Hearn - criminal.pdf Links Verified: 9/16/2025 DIVISION OF CORPORATIONS ;rj��forg awatc)i of an official Irate o/ Florida svebsite Department of State / Division of Corporations / Search Records / Search by Entity Name / Detail by Entity Name Florida Profit Corporation RISK MANAGEMENT ASSOCIATES, INC. Filing Information Document Number FEI/EIN Number Date Filed State Status Last Event Event Date Filed Event Effective Date Principal Address 300 NORTH BEACH STREET DAYTONA BEACH, FL 32114 H16549 59-2445801 08/14/1984 FL ACTIVE NAME CHANGE AMENDMENT 04/15/2003 NONE Changed: 03/18/2021 Mailing Address 300 NORTH BEACH STREET DAYTONA BEACH, FL 32114 Changed: 03/18/2021 Registered Agent Name & Address CORPORATION SERVICE COMPANY 1201 HAYS STREET TALLAHASSEE, FL 32301-2525 Name Changed: 09/18/2019 Address Changed: 09/18/2019 Officer/Director Detail Name & Address Title DIRECTOR, PRESIDENT BROWN, P. BARRETT 300 NORTH BEACH STREET DAYTONA BEACH, FL 32114 Title VICE PRESIDENT WATTS, RICHARD ANDREW 300 NORTH BEACH STREET DAYTONA BEACH, FL 32114 Title TREASURER STANTON, JOSEPH 300 NORTH BEACH STREET DAYTONA BEACH, FL 32114 Title VICE PRESIDENT, ASSISTANT SECRETARY ROBINSON, ANTHONY M. 300 NORTH BEACH STREET DAYTONA BEACH, FL 32114 Title VICE PRESIDENT LANNI, JAMES 300 NORTH BEACH STREET DAYTONA BEACH, FL 32114 Title EXECUTIVE VICE PRESIDENT MONTGOMERY, MATTHEW 300 NORTH BEACH STREET DAYTONA BEACH, FL 32114 Annual Reports Report Year Filed Date 2024 04/23/2024 2025 04/10/2025 2026 04/24/2026 Document Images 04/24/2026 --ANNUAL REPORT 04/10/2025 --ANNUAL REPORT 04/23/2024 --ANNUAL REPORT 04/09/2023 --ANNUAL REPORT 04/25/2022 --ANNUAL REPORT 03/18/2021 --ANNUAL REPORT 04/22/2020 --ANNUAL REPORT 09/18/2019 -- Reg. Agent Change View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format 03/21/2019 --ANNUAL REPORT 04/06/2018 --ANNUAL REPORT 04/17/2017 --ANNUAL REPORT 04/08/2016 --ANNUAL REPORT 04/12/2015 --ANNUAL REPORT 04/23/2014 --ANNUAL REPORT 04/16/2013 --ANNUAL REPORT 04/27/2012 --ANNUAL REPORT 03/20/2012 -- Reg. Agent Change 04/29/2011 --ANNUAL REPORT 04/01/2010 --ANNUAL REPORT 04/08/2009 --ANNUAL REPORT 04/01/2009 --ANNUAL REPORT 04/24/2008 --ANNUAL REPORT 04/17/2007 --ANNUAL REPORT 03/15/2006 --ANNUAL REPORT 02/28/2005 --ANNUAL REPORT 02/10/2004 --ANNUAL REPORT 04/15/2003 -- Name Change 03/05/2003 --ANNUAL REPORT 02/06/2002 --ANNUAL REPORT 04/19/2001 --ANNUAL REPORT 03/06/2000 --ANNUAL REPORT 04/30/1999 --ANNUAL REPORT 05/21/1998 --ANNUAL REPORT 03/17/1997 --ANNUAL REPORT 04/24/1996 --ANNUAL REPORT 03/10/1995 --ANNUAL REPORT View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format Florida Department of State, Division of Corporations MANAGEMENT SERVICES Menu Home / Business Operations / State Purchasing / State Agency Resources / Vendor Rye istration and Vendor Lists / Convicted Vendor List Convicted Vendor List The Department of Management Services maintains a "list of the names and addresses of those who have been disqualified from the public contracting and purchasing process" under section 287.133, Florida Statutes. There are currently no vendors on this list. State Purchasing Chief Procurement Officer (CPO) Memoranda Executed Agency ACS Requests State Contracts and Agreements MyFlorida MarketPlace Public Procurement Professional Development Approved Drone Manufacturers State Agency Resources Statewide Travel Management System Vendor Resources State Purchasing Insurance Program .(S P I P) Contact Us State Purchasing Website Feedback Office of Supplier Development .(OSD) Terms and Conditions Privacy Statement Agency Information Open Government DMS Leadership Agency Organization Accessibility Statement Copyright ©2025 Department of Management Services - State of Florida STATE BOARD OF ADMINISTRATION OF FLORIDA 1801 HERMITAGE BOULEVARD, SUITE 100 TALLAHASSEE, FLORIDA 32308 (850) 488-4406 POST OFFICE BOX 13300 32317-3300 Scrutinized Companies that Boycott Israel Chapter 215.4725, Florida Statutes RON DESANTIS GOVERNOR CHAIR JIMMY PATRONIS CHIEF FINANCIAL OFFICER JAMES UTHMEIER ATTORNEY GENERAL CHRIS SPENCER EXECUTIVE DIRECTOR In 2016, the SBA was directed to create a "scrutinized companies" list composed of companies that participate in a boycott of Israel, including actions that limit commercial relations with Israel or Israeli - controlled territories. The SBA is prohibited from acquiring direct holdings of the companies on this list. The law requires the SBA to use best efforts in identifying companies that boycott Israel, publish the list on a quarterly basis, send written notice to the companies, engage with the SBA's external managers concerning holdings of the companies on the list, and publish a list of the SBA's directly held securities. As required by statute, SBA will review publicly available information, including from NGOs, non -profits, government entities and research firms, and/or contact asset managers or other institutional investors. SBA staff will contract with external research providers to obtain preliminary lists of potential scrutinized companies and evaluate the evidence to make a final determination of scrutinized status. This list is updated as part of the Global Governance Mandates and Florida Statutes Quarterly Report, upon review and approval by the Trustees of the State Board of Administration. Table 9: Scrutinized Companies that Boycott Israel New companies on the list are shaded and in bold. Scrutinized Company that Boycott Israel Country of Incorporation Date of Initial Scrutinized Classification Full Divestment Betsah Invest SA Luxembourg August 2, 2016 Yes Betsah SA Luxembourg August 2, 2016 Yes Cactus SA Luxembourg August 2, 2016 Yes Co-operative Group Limited United Kingdom September 26, 2017 Yes Guloguz Dis Deposu Ticaret Ve Pazarlama Ltd Turkey August 2, 2016 Yes Storebrand ASA Norway December 17, 2024 Yes Unilever PLC (Ben &Jerry's parent company) United Kingdom July 29, 2021 Yes Hindustan Unilever Ltd India July 29, 2021 Yes PT Unilever Indonesia Tbk Indonesia July 29, 2021 Yes Unilever Bangladesh Ltd Bangladesh July 29, 2021 Yes Unilever Capital Corp (Unilever PLC bond issuance) United States July 29, 2021 Yes Unilever Caribbean Ltd Trinidad and Tobago July 29, 2021 Yes Unilever Consumer Care Ltd Bangladesh July 29, 2021 Yes Unilever Cote d'Ivoire Ivory Coast July 29, 2021 Yes Unilever Finance Netherlands BV (Unilever PLC bond issuance) Netherlands July 29, 2021 Yes Unilever Ghana Ltd Ghana July 29, 2021 Yes June 10, 2025 Page 2 Scrutinized Company that Boycott Israel Country of Incorporation Date of Initial Scrutinized Classification Full Divestment Unilever Nigeria Plc Nigeria July 29, 2021 Yes Unilever Pakistan Foods Ltd Pakistan July 29, 2021 Yes # of Companies that Boycott Israel 18 The following companies were removed from the Scrutinized Companies that Boycott Israel List. Removed Company Country of Incorporation No companies were removed this quarter. STATE BOARD OF ADMINISTRATION OF FLORIDA 1801 HERMITAGE BOULEVARD, SUITE 100 TALLAHASSEE, FLORIDA 32308 (850) 4884406 POST OFFICE BOX 13300 32317-3300 Protecting Florida's Investments Act "Scrutinized Companies" Chapter 287.135, Florida Statutes RON DESANTIS GOVERNOR CHAIR JIMMY PATRONIS CHIEF FINANCIAL OFFICER JAMES UTHMEIER ATTORNEY GENERAL CHRIS SPENCER EXECUTIVE DIRECTOR Chapter 287.135, Florida Statutes was created effective July 1, 2011, and prohibits a company on the Scrutinized Companies with Activities in Sudan List or on the Scrutinized Companies with Activities in the Iran Petroleum Energy Sector List from bidding on, submitting a proposal for, or entering into or renewing a contract with an agency or local governmental entity for goods or services of $1 million or more. Pursuant to Chapter 215.473, Florida Statutes, the Florida State Board of Administration is charged with maintaining a complete list of scrutinized companies. Scrutinized companies are judged according to whether they meet the following criteria: Sudan: 1. Have a material business relationship with the government of Sudan or a government -created project involving oil related, mineral extraction, or power generation activities, or 2. Have a material business relationship involving the supply of military equipment, or 3. Impart minimal benefit to disadvantaged citizens that are typically located in the geographic periphery of Sudan, or 4. Have been complicit in the genocidal campaign in Darfur. Iran: 1. Have a material business relationship with the government of Iran or a government -created project involving oil related or mineral extraction activities, or 2. Have made material investments with the effect of significantly enhancing Iran`s petroleum sector. The SBA is not responsible for compliance with Chapter 287.135, Florida Statutes. The SBA's responsibilities are solely focused on the Protecting Florida's Investments Act and Chapter 215.473 as it relates to the identification of "Scrutinized Companies" that have prohibited business operations in Sudan or Iran. The table on the following pages provides the List of Prohibited Investments (Scrutinized Companies). This list is updated as part of the Protecting Florida's Investments Act (PFIA) and the Global Governance Mandates Quarterly Report, upon review and approval by the Trustees of the State Board of Administration. June 10, 2025 Page 2 Table 7: List of Prohibited Investments (Scrutinized Companies) (New companies are highlighted and in bold.) Prohibited Investments (Scrutinized Companies) Scrutinized Country Country of Incorporation Initial Appearance on Scrutinized List Full Divestment Aviation Industry Corporation of China (AVIC) Sudan China September 24, 2019 Yes AviChina Industry & Technology Sudan China June 4, 2019 Yes AVIC International Finance Ltd Sudan China September 24, 2019 Yes AVIC International Holdings Ltd (formerly listed as AVIC International) Sudan China June 4, 2019 Yes Bank of Kunlun Co Ltd Sudan & Iran China March 7, 2018 Yes Chennai Petroleum Corp Ltd Sudan India September 19, 2007 Yes China BlueChemical Ltd Iran China March 19, 2013 Yes China National Petroleum Corporation (CNPC) Sudan & Iran China December 11, 2012 Yes China Oilfield Services Ltd Iran China June 16, 2011 Yes China Petrochemical Corporation (Sinopec Group) Sudan & Iran China December 3, 2019 Yes China Petroleum & Chemical Corp (CPCC) Sinopec Sudan & Iran China September 19, 2007 Yes China Petroleum Engineering Corp Sudan & Iran China March 7, 2018 Yes China Railway Group Limited Iran China September 24, 2024 Yes Cirrus Aircraft Ltd Sudan Cayman Islands September 24, 2024 Yes CNOOC Ltd Iran China June 16, 2011 Yes CNOOC Energy Technology & Services Ltd Iran China June 15, 2021 Yes CNOOC Finance Limited Iran China September 24, 2013 Yes CNOOC Finance (2003) Limited Iran China December 17, 2024 Yes CNOOC Finance (2011) Limited Iran China December 17, 2024 Yes CNOOC Finance (2012) Limited Iran China December 17, 2024 Yes CNOOC Finance (2013) Limited Iran China December 17, 2024 Yes CNOOC Finance (2014) ULC Iran China October 17, 2017 Yes CNOOC Finance (2015) Australia PTY Ltd Iran China December 17, 2024 Yes CNOOC Finance (2015) USA LLC Iran China December 17, 2024 Yes CNPC Capital Company Limited Sudan & Iran China June 14, 2017 Yes June 10, 2025 Page 3 Prohibited Investments (Scrutinized Companies) Scrutinized Country Country of Incorporation Initial Appearance on Scrutinized List Full Divestment CNPC Finance HK Ltd Sudan & Iran China March 26, 2024 Yes CNPC General Capital Ltd Sudan & Iran China June 26, 2012 Yes CNPC Global Capital Limited Sudan & Iran China December 15, 2020 Yes CNPC HK Overseas Capital Ltd Sudan & Iran China June 16, 2011 Yes COSL Finance (BVI) Limited Iran China September 24, 2013 Yes COSL Singapore Capital Ltd Iran Singapore December 4, 2018 Yes Daqing Huake Group Co Ltd Sudan China March 25, 2008 Yes Egypt Kuwait Holding Co. SAE Sudan Kuwait January 13, 2009 Yes Engineers India Limited Iran India September 24, 2024 Yes FACC AG Sudan Austria June 4, 2019 Yes Gazprom Iran Russia September 19, 2007 Yes Gazprom Neft Iran Russia September 16, 2008 Yes Gazprom Promgaz Iran Russia June 4, 2019 Yes GPN Capital SA Iran Luxembourg June 4, 2019 Yes Harbin Electric Co. Ltd. Sudan China September 19, 2007 Yes Hindustan Petroleum Corporation Ltd Sudan & Iran India June 13, 2018 Yes Indian Oil Corp Ltd (IOCL) Sudan & Iran India September 19, 2007 Yes IndOil Global BV Sudan & Iran India September 24, 2024 Yes Jiangxi Hongdu Aviation Sudan China September 19, 2007 Yes Kimanis Power Sdn Bhd Sudan Malaysia September 24, 2024 Yes KLCC Property Holdings Bhd Sudan Malaysia April 14, 2009 Yes Kunlun Energy Company Ltd. Sudan & Iran Hong Kong September 19, 2007 Yes Lanka IOC Ltd Sudan India September 19, 2007 Yes Managem SA Sudan Morocco November 9, 2010 Yes Mangalore Refinery & Petrochemicals Ltd Sudan & Iran India September 19, 2007 Yes Malaysia Marine & Heavy Engineering Holdings Bhd Sudan Malaysia March 18, 2014 Yes June 10, 2025 Page 4 Prohibited Investments (Scrutinized Companies) Scrutinized Country Country of Incorporation Initial Appearance on Scrutinized List Full Divestment MISC Bhd Sudan Malaysia September 19, 2007 Yes Moscow Integrated Power Co PJSC Iran Russia September 24, 2024 Yes Mosenergo Iran Russia September 16, 2008 Yes Norinco International Cooperation Ltd Iran China September 24, 2024 Yes Offshore Oil Engineering Co Iran China December 17, 2024 Yes OGK-2 PJSC Iran Russia September 24, 2024 Yes Oil India Ltd Sudan India September 18, 2012 Yes Oil & Natural Gas Corp (ONGC) Sudan & Iran India September 19, 2007 Yes ONGC Videsh Limited (OVL) Sudan & Iran India March 18, 2014 Yes Pengerang LNG Two Sdn Bhd Sudan Malaysia September 24, 2024 Yes Perseus Mining Ltd Sudan Australia August 23, 2022 Yes PetroChina Sudan & Iran China September 19, 2007 Yes Petroliam Nasional (Petronas) Sudan Malaysia September 19, 2007 Yes Petronas Capital Limited Sudan Malaysia September 19, 2007 Yes Petronas Chemicals Group Bhd Sudan Malaysia June 16, 2011 Yes Petronas Chemicals Derivatives Sdn Bhd Sudan Malaysia September 24, 2024 Yes Petronas Chemicals Glycols Sdn Bhd Sudan Malaysia September 24, 2024 Yes Petronas Chemicals Olefins Sdn Bhd Sudan Malaysia September 24, 2024 Yes Petronas Dagangan Bhd Sudan Malaysia September 19, 2007 Yes Petronas Gas Berhad Sudan Malaysia September 19, 2007 Yes Petronas Global Sukuk Sudan Malaysia August 2, 2016 Yes PowerChina Construction Group Ltd Iran China March 5, 2025 Yes PowerChina Hebei Engineering Corp Ltd Iran China March 5, 2025 Yes PowerChina Sepcol Electric Power Construction Iran China June 10, 2025 i Yes i Power Construction Corporation of China Ltd Iran China September 24, 2024 Yes Putrajaya Management Sdn Bhd Sudan Malaysia March 18, 2014 Yes June 10, 2025 Page 5 Prohibited Investments (Scrutinized Companies) Scrutinized Country Country of Incorporation Initial Appearance on Scrutinized List Full Divestment Sberbank Russia PJSC Iran Russia September 24, 2024 Prior to 9/23/2025 Sinopec Capital 2013 Ltd Sudan & Iran China September 24, 2013 Yes Sinopec Century Bright Capital Investment Ltd Sudan & Iran China December 3, 2019 Yes Sinopec Engineering Group Co Ltd Sudan & Iran China March 18, 2014 Yes Sinopec Group Overseas Development 2018 Ltd Sudan & Iran China December 15, 2020 Yes Sinopec Group Overseas Development 2017 Ltd Sudan & Iran China September 11, 2019 Yes Sinopec Group Overseas Development 2016 Ltd Sudan & Iran China August 2, 2016 Yes Sinopec Group Overseas Development 2015 Ltd Sudan & Iran China December 15, 2020 Yes Sinopec Group Overseas Development 2013 Ltd Sudan & Iran China March 18, 2014 Yes Sinopec Kantons Holdings Ltd Sudan & Iran Bermuda September 19, 2007 Yes Sinopec Oilfield Equipment Corporation Sudan & Iran China April 14, 2009 Yes Sinopec Oilfield Service Corp Sudan & Iran China March 25, 2008 Yes Sinopec Shanghai Petrochemical Sudan & Iran China September 19, 2007 Yes Societe Metallurgique D'imiter Sudan Morocco November 9, 2010 Yes Soar Wind Ltd Sudan China March 5, 2025 Yes Territorial Generating Company No 1 Iran Russia June 4, 2019 Yes # of Prohibited Investments 93 - - The following companies were removed from the PFIA Prohibited Investments List this quarter. Removed Company Country of Incorporation No companies removed this quarter. MANAGEMENT SERVICES Menu Home / Business Operations / State Purchasing / State Agency Resources / Vendor Rye istration and Vendor Lists / Suspended Vendor List Suspended Vendor List The Department of Management Services maintains a list of vendors that have been removed from the Vendor List pursuant to section 287.1351, Florida Statutes. Building Maintenance of America, LLC d/b/a Florida Building Maintenance 333 North Falkenburg Road #A117 Tampa, FL 33619 DMS 07/02/14 Notice of Default - Building Maintenance of America, LLC d/b/a Florida Building Maintenance [ - 575.81 KB ] Club Tex, Inc. 2025 Broadway, Suite #15G New York, NY 10023 DOC 01/24/19 Notice of Default - Club Tex, Inc. [0 111.75 KB ] Correctional Consultants, LLC P.O. Box 515 Chattahoochee, FL 32324 DOC 12/10/19 Notice of Default - Correctional Consultants, LLC [ - 85.95 KB ] iColor Printing and Mailing, Inc. 22873 Lockness Avenue Torrance, CA 90501 DEP 02/20/12 Notice of Default - iColor Printing and Mailing, Inc. [ - 320.17 KB ] Visual Image Design Firm, LLC 6845 Narcoossee Road, Suite 59 Orlando, FL 32822 DOH 06/25/15 Notice of Default - Visual Image Design Firm, LLC [ - 1.78MB] Updated 12/10/19 State Purchasing Chief Procurement Officer (CPO) Memoranda Executed Agency ACS Requests State Contracts and Agreements MyFlorida MarketPlace Public Procurement Professional Development Approved Drone Manufacturers State Agency Resources Statewide Travel Management System Vendor Resources State Purchasing Insurance Program .(S P I P) Contact Us State Purchasing Website Feedback Office of Supplier Development .(OSD) Document reader download links: Adobe PDF Reader Agency Organization Copyright ©2025 Department of Management Services - State of Florida Al Mode All News Images Videos More - chief operating officer steve hearn criminal investigation Multiple search results for individuals named Steve Hearn or Steven Hearn exist, but no sources confirm that Brown & Brown's COO, Steve Hearn, is under criminal investigation. Information about Steve Hearn, COO of Brown & Brown • Role and Company: He is the Executive Vice President and Chief Operating Officer of the insurance brokerage firm Brown & Brown. • Recent news: In early September 2025, Brown & Brown announced that Hearn would also lead all operations outside of North America. • Career background: His long career in the insurance industry includes leadership positions at The Ardonagh Group, Corant Global, and Willis Group Holdings. Other individuals named Steven/Steve Hearn with criminal charges It is important to distinguish the COO from these other cases, as the news is often confused due to the shared name. • Janesville man charged with sexual assault (2022): A man named Steven Hearn was charged with sexually assaulting a woman with dementia in Wisconsin. • Homeless man jailed for racial abuse (2015): A homeless man named Steven Hearn was jailed in the UK for racially abusing and spitting on a police officer. • Radiologist in Florida hate crime accusation (2025): A radiologist named William Hearn was accused of vandalizing a truck in a case suggested as a hate crime, but he was ultimately only charged with criminal mischief. o The news surrounding Brown & Brown's COO Steve Hearn focuses on his professional career and recent promotion, with no credible reports of criminal investigations against him. Al responses may include mistakes. Learn_morg Ask anything { Co Y r: �iC 9 sites Steve Hearn to Oversee Brown & Brown's Business Outside ... Sep 13, 2025 — Advertisement. Brown & Brown has announced that Chief... Modern Campground Brown & Brown names Stephen P. Hearn as EVP and COO Mar 2, 2025 — Hearn, who joined the company's board in 2024, will step... C Coverager Drunk homeless man who urinated outside o2 phone shop ... Oct 27, 2015 — Drunk homeless man who urinated outside o2 phone sho... SC Surrey Comet Show all Al Mode All News Images Videos More - a ,::: . ,, Al Mode All News Images Videos More - chief operating officer steve hearn civil litigation As of September 2025, there is no public record of civil litigation involving Steve Hearn, the chief operating officer (COO) of Brown & Brown, Inc., in his professional capacity. Most recent news reports focus on his professional achievements: • In February 2025, Hearn was appointed Executive Vice President and COO of Brown & Brown. • In September 2025, he was given the additional responsibility of leading all of the company's operations outside of North America. o Possible name confusion There is some possibility that the query is confusing the Brown & Brown COO with other individuals named Steve or Stephen Hearn who have been involved in court cases: • A civil rights case in Florida: A search of federal court records shows a 2007 case titled Hearn v. State of Florida et aL. This case involves a different person and does not concern the Brown & Brown COO. • A Florida civil lawsuit: Another search result references a pretrial motion in a civil case, Victor QullesAivelo Plaintiff vs. Stephen Hearn, etal. This also appears to involve a different individual. • A Florida law firm: There are multiple listings for attorneys named Steven L. Hearn in Florida who practice civil litigation. However, this refers to a legal professional, not the COO of Brown & Brown. Al responses may include mistakes. Learn more { What are Steve Hearn's responsibilities as COO at Brown & Brown? `i Has Brown & Brown been involved in significant recent litigation? Tell me more about Steve Hearn's career before Brown & Brown Ask anything Y r: 0 fD 9 sites Brown & Brown, Inc. names Stephen F executive ... Feb 24, 2025 — DAYTONA BEACH, Fla., 2025 (GLOBE NEWSWIRE) -- Brown & E ® Brown & Brown Brown & Brown, Inc. Chief Operating Officer Steve Hearn to ... Sep 3, 2025 — (NYSE: BRO) ("the Company") announced today that... • Brown & Brown Section Member Profile - Steven Lee Florida Bar Steven Lee Hearn * 350801. * Mail Add! L Hearn P.A. 600 S Magnolia Ave Ste 2C ® The Florida Bar Show all Al Mode All News Images Videos More - a ,::: . ,, Chief Operating dmcer Steve Hearn X `., Q a Al Mode All Images News Videos Short videos Forums More Tools — Brown & Brown Inc. (NYSE: BRO) announced that Chief Operating Officer Steve Hearn will lead all operations outside of North America across both the Retail and Specialty Distribution segments, effective immediately. "Steve brings extensive experience and deep relationships in the global market. 6 days ago RVBusiness https://rvbusiness.com > People on the Move Hearn to Lead Brown & Brown Operations Outside N. America A About featured snippets • 11 Feedback s Brown & Brown https://investor.bbrown.com > news -release -details > brow... Brown & Brown, Inc. Chief Operating Officer Steve Hearn to ... Sep 3, 2025 — Brown & Brown, Inc. Chief Operating Officer Steve Hearn to lead all operations outside of North America. September 3, 2025. Yahoo Finance https://finance.yahoo.com > news > brown-brown-inc-ch... Brown & Brown, Inc. Chief Operating Officer teve Hearn to ... Sep 3, 2025 — ... Chief Operating Officer Steve Hearn will lead all operations outside of North America across both the Retail and Specialty Distribution ... ® 4.8K+ followers Steve Hearn - Brown & Brown Insurance London, England, United Kingdom • Brown & Brown Insurance Experienced Chief Executive Officer with a demonstrated history of working in the... • Experience: Brown & Brown Insurance • Education: Cranfield University ... Linkedln Steve Hearn s AM Best https://news.ambest.com > newscontent COO to Lead All Operations Outside North America Sep 4, 2025 — Brown & Brown Inc. announced that Chief Operating Officer Steve Hearn will lead all operations outside of North America across both the retail ... Facebook • Brown & Brown 60+ reactions 2 weeks ago We are proud to announce that Steve Hearn, Chief ... We are proud to announce that Steve Hearn, Chief Operating Officer, will lead all operations outside of North America across both the Retail ... Instagram • brownbrowninc • 30+ likes 2 weeks ago Steve Hearn Leads Global Operations for B Brown & Brown We are proud to announce that Steve Hearn, Chief Operating Officer, will lead all operations outside of North America across both the Retail ... Coverager https://www.coverager.com > brown-brown-names-steph... Brown & Brown names Stephen P. Hearn as EVP and COO Mar 2, 2025 — Brown & Brown has appointed Stephen P. Hearn as executive vice president and chief operating officer. Modern Campground https://moderncampground.com > usa > steve-hearn-to-o... Steve Hearn to Oversee Brown & Brown's Business ... 3 days ago — Brown & Brown, Inc. has appointed Chief Operating Officer Steve Hearn to lead all operations outside North America across its retail and ... i. Intelligent Insurer 41 https://www.intelligentinsurer.com > brown -and -brown-... Brown & Brown names Steve Hearn as COO ' Feb 24, 2025 — Brown & Brown names Steve Hearn as COO. Images Brown & Brown, Inc. Chief Op... 0 Brown & Brown We are proud to announce th... Stephen Hearn appointed CO... Facebook ( Insurance Business Ameri... Show more images 1 2 3 4 5 6 7 8 9 10 Next Results are personalized - Try without personalization Miami, Florida - Based on your places (Work) - Update location Help Send feedback Privacy Terms Al Mode All News Images Videos More - brown & brown inc. (florida) criminal investigation While no recent criminal investigation into Brown & Brown Inc. (Florida) is publicly reported, the company has faced significant legal and regulatory issues in the past, including an investigation in Florida. Recent legal and regulatory actions • Florida lawsuit (2025): In April 2025, Brown & Brown filed a federal lawsuit in Florida against a former vice president, alleging that he secretly set up a competing business and poached clients using confidential information. • Foundation Risk Partners lawsuit (2023): In 2023, Brown & Brown paid a multi -seven - figure settlement to Foundation Risk Partners (FRP), ending a four -and -a -half -year legal battle. FRP had sued Brown & Brown for what it called "anti -competitive behavior". Brown & Brown's initial lawsuit against former executives who joined FRP, which accused them of stealing trade secrets, was ultimately unsuccessful in court. • AssuredPartners settlement (2017): In 2017, Brown & Brown settled a lawsuit against a rival broker, AssuredPartners, and several former employees. As part of the settlement, AssuredPartners paid Brown & Brown $20 million. • EEOC pregnancy discrimination lawsuit (2016): The Equal Employment Opportunity Commission (EEOC) sued Brown & Brown, claiming the company violated federal law by rescinding a job offer to a woman because she was pregnant. Past Florida investigation (2006) In 2006, Brown & Brown reached a settlement with the state of Florida to end a two-year investigation into the company's compensation disclosure practices. • The company paid $5.8 million to resolve the matter but did not admit to any guilt or wrongdoing. • The investigation concerned disclosure statements, not contingent commissions. • At the time, a company spokesman stated, "This wasn't about contingent commissions —this was about disclosure statements". Al responses may include mistakes. For legal advice, consult a professional. Learn._more `i What other regulatory issues does Brown & Brown face? Tell me more about the 2006 Florida investigation L> What were the allegations in the Foundation Risk Partners lawsuit? Ask anything Y r: 1)0fyr 8 sites Brown & Brown settlement with Florid charges, no guilt ... Dec 25, 2006 — Brown & Brown settlen Florida: no charges, no guilt, no fines. E ® Insurance Journal Brown & Brown Insurance Brokerage I By EEOC ... Jul 25, 2016 — Job Offer Rescinded Aft( Learned of Applicant's Pregnancy, Fed( • Equal Employment Opportunity Co... Brown & Brown Agrees to Pay FRP a Multi Seven -Figure Settlement... Jul 26, 2023 — At trial, the court found that there wasn't sufficient... U Foundation Risk Partners Show all Al Mode All News Images Videos More - a ,::: . ,, Al Mode All News Images Short videos More brown & brown inc. (florida) civil litigation Brown & Brown, Inc., a Daytona Beach -based insurance brokerage, has been involved in civil litigation in Florida, particularly concerning disputes over employee non -solicitation and alleged employee poaching. The company has also faced lawsuits from the Equal Employment Opportunity Commission (EEOC) regarding alleged workplace discrimination. o Employee and competitor lawsuits • Legacy Insurance Group (2025): In April 2025, Brown & Brown filed a lawsuit in Florida against a former vice president and Legacy Insurance Group. The complaint alleges that the former executive engaged in a "systematic and willful campaign" with Legacy to poach clients and employees by violating non -solicitation clauses in their employment agreement. The case was later removed to federal court because the defendants are based in Texas and Oklahoma. • Foundation Risk Partners (2023): Brown & Brown engaged in a multi -year legal battle with Foundation Risk Partners (FRP) and its executives in Florida. The litigation included claims of stealing trade secrets and violating employment contracts. In July 2023, Brown & Brown settled the case after a court found insufficient evidence for its claims and ordered Brown & Brown to pay FRP's attorneys' fees. • Tzadik Management (2023): In 2023, a Florida appeals court denied a motion by Brown & Brown to change the venue of a lawsuit filed against it by Miami -based Tzadik Management. The case involves a dispute over a "coverage gap" in insurance. <' EEOC discrimination lawsuit • Pregnancy Discrimination (2016-2017): The EEOC sued Brown & Brown in July 2016, alleging the company violated federal law by rescinding a job offer to a female applicant at its Daytona Beach office after learning she was pregnant. o In May 2017, Brown & Brown settled the lawsuit, paying $100,000 to the plaintiff. o As part of the settlement, the company agreed to adopt a policy addressing pregnancy discrimination, provide training to its Florida employees, and be monitored by the EEOC for two years. <' Al responses may include mistakes. For legal advice, consult a professional. Learn more { co What other types of civil litigation is Brown & Brown involved in? Ask anything Y r' SOO 9 sites Brown & Brown Insurance Brokerage I By EEOC ... Jul 25, 2016 — Job Offer Rescinded Aft( Learned of Applicant's Pregnancy, Fed( ® Equal Employment Opportunity Co... Brown & Brown Agrees to Pay FRP a Multi Seven -Figure Settlement... Jul 26, 2023 — The lawsuits included 28 counts, hundreds of thousands o... Foundation Risk Partners Brown & Brown Charges Former VP With Poaching Clients ... Apr 11, 2025 — A few months later, Swenson left B&B and began workin... ® Insurance Journal Show all 04.03 8 sites Brown & Brown, former brokers in legal fight Aug 24, 2023 — Caro Jr. and Robert Cowan. After various filings seeking... 0,11 www.businessinsurance.com Al Mode All News Images Short videos More - a Brown. • Case against former brokers (2023): In August 2023, Brown & Brown filed a lawsuit in Louisiana against two former brokers, alleging they caused the brokerage to lose at least $750,000 in profits by moving clients and business to a competitor, Alliant. • Lawsuit with Tzadik Management (2023): In 2023, a Florida appeals court affirmed a ruling that denied Brown & Brown's request to move a lawsuit filed by Tzadik Management out of Miami -Dade County. The dispute centered on an alleged "coverage gap" in an insurance policy. Misappropriation of trade secrets • Lawsuit against Foundation Risk Partners (2023): Brown & Brown sued its competitor Foundation Risk Partners (FRP) and several former executives, alleging they stole trade secrets to launch their new company. The court ruled in favor of FRP and ordered Brown & Brown to pay for FRP's attorneys' fees. Brown & Brown later settled the case with a multi -seven -figure payment to FRP. • Case involving former VP and Legacy Insurance Group (2025): In addition to poaching clients, Brown & Brown's April 2025 federal lawsuit alleges that a former vice president and the Legacy Insurance Group used misappropriated confidential information for their new business. Al responses may include mistakes. For legal advice, consult a professional. Learn„more Are there other notable legal battles for Brown & Brown? What other allegations were in the AssuredPartners lawsuit besides violating employee agreements? What details in the Brown & Brown vs. Tzadik Management case led to the venue dispute? $$ Foundation Risk Partners Brown & Brown, Inc. Settles Lawsuit A Former ... Mar 2, 2017 — Brown & Brown, Inc. Sett Against Former Employees and Assure( ® Brown & Brown Show all Al Mode All News Images Short videos More • a brown & brown inc. (florida) civil litigation Brown & Brown, Inc., a Daytona Beach -based insurance brokerage, has been involved in civil litigation in Florida, particularly concerning disputes over employee non -solicitation and alleged employee poaching. The company has also faced lawsuits from the Equal Employment Opportunity Commission (EEOC) regarding alleged workplace discrimination. o Employee and competitor lawsuits • Legacy Insurance Group (2025): In April 2025, Brown & Brown filed a lawsuit in Florida against a former vice president and Legacy Insurance Group. The complaint alleges that the former executive engaged in a "systematic and willful campaign" with Legacy to poach clients and employees by violating non -solicitation clauses in their employment agreement. The case was later removed to federal court because the defendants are based in Texas and Oklahoma. • Foundation Risk Partners (2023): Brown & Brown engaged in a multi -year legal battle with Foundation Risk Partners (FRP) and its executives in Florida. The litigation included claims of stealing trade secrets and violating employment contracts. In July 2023, Brown & Brown settled the case after a court found insufficient evidence for its claims and ordered Brown & Brown to pay FRP's attorneys' fees. • Tzadik Management (2023): In 2023, a Florida appeals court denied a motion by Brown & Brown to change the venue of a lawsuit filed against it by Miami -based Tzadik Management. The case involves a dispute over a "coverage gap" in insurance. <' EEOC discrimination lawsuit • Pregnancy Discrimination (2016-2017): The EEOC sued Brown & Brown in July 2016, alleging the company violated federal law by rescinding a job offer to a female applicant at its Daytona Beach office after learning she was pregnant. o In May 2017, Brown & Brown settled the lawsuit, paying $100,000 to the plaintiff. o As part of the settlement, the company agreed to adopt a policy addressing pregnancy discrimination, provide training to its Florida employees, and be monitored by the EEOC for two years. <' Al responses may include mistakes. For legal advice, consult a professional. Learn„more { co La What other types of civil litigation is Brown & Brown involved in? What were the key allegations against Brown & Brown in the Foundation Risk y Partners lawsuit? Ask anything Y r: (0424 Brown & Brown Insurance Brokerage I By EEOC ... Jul 25, 2016 — Job Offer Rescinded Afti Learned of Applicant's Pregnancy, Fed ® Equal Employment Opportunity Co... Brown & Brown Agrees to Pay FRP a Multi Seven -Figure Settlement... Jul 26, 2023 — The lawsuits included 28 counts, hundreds of thousands o... f$ Foundation Risk Partners Brown & Brown Charges Former VP With Poaching Clients ... Apr 11, 2025 — A few months later, Swenson left B&B and began workin... ® Insurance Journal Show all Al Mode All News Images Short videos More - company is expected to pay on average to all its security holders to finance its assets. The past 12 months have seen Brown & Brown's ROIC at 6.92, and its WACC at 8.55. Brown & Brown Inc s ROIC% n WACC% — ROIC -WACC% 1 1 i i 1 1 • 1 2011-12 2013-12 2015-12 2017-12 2019-12 2021-12 Aug 16, 2023 Powered by gun focus Is Brown & Brown Inc (BRO) Stock Fairly Valued? Conclusion In conclusion, Brown & Brown Inc (NYSE:BRO) stock appears to be fairly valued. The company's financial condition is fair, its profitability is strong, and its growth ranks better than 72.86% of companies in the Insurance industry. For more details about Brown & Brown stock, you can check out its 30-Year Financials here. To find high -quality companies that may deliver above -average returns, check out GuruFocus High Quality Low Capex Screener. This article first appeared on GuruFocus. CR View Comments Terms and Privacy Policy Your Privacy Choices CAD brown & brown, inc. X Q co Al Mode All News Images Maps Shopping Short videos More - Tools - © MarketBeat Brown & Brown, Inc. (NYSE:BRO) Receives Consensus Recommendation of "Hold" from Analysts Brown & Brown, Inc. (NYSE:BRO - Get Free Report) has received a consensus recommendation of "Hold" from the fifteen research firms that are... 9 hours ago ``; Brown & Brown Brown & Brown, Inc. named to Fortune Media and Great Place To Work 2025 Best Workplaces in Financial Services & Insurance List for the sixth consecutive year Brown & Brown, Inc. named to Fortune Media and Great Place To Work 2025 Best Workplaces in Financial Services & Insurance List for the sixth... 1 week ago Investing.com Brown & Brown stock hits 52-week low at 90.3 USD Brown & Brown Inc. stock recently reached a 52-week low, hitting a price of 90.3 USD. This marks a significant point for the company,... 1 day ago b Barchart.com How Is Brown & Brown's Stock Performance Compared To Other Insurance Stocks? Daytona Beach, Florida -based Brown & Brown, Inc. (BRO) markets and sells insurance products and services in the U.S. and internationally. 1 day ago Business Insurance Brown & Brown unit makes leadership appointments x 5 days ago Insurance Journal Brown & Brown to Acquire Risk Strategies, One80 Parent for $9.8 Billion Brown & Brown to Acquire Risk Strategies, One80 Parent for $9.8 Billion ... Brown & Brown Inc. said it has entered into an agreement to buy... Jun 10, 2025 i3p, Simply Wall Street Brown & Brown (BRO): Evaluating Valuation After Leadership Shift in International Operations Brown & Brown (BRO) just made a move that's got investors leaning in. C00 Steve Hearn has been tapped to take charge of all operations... 2 days ago ® MarketBeat Brown & Brown, Inc. $BRO Shares Acquired by UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC boosted its position in shares of Brown & Brown, Inc. (NYSE:BRO - Free... 12 hours ago ``; Brown & Brown Brown & Brown, Inc. Chief Operating Officer Steve Hearn to lead all operations outside of North America Brown & Brown, Inc. Chief Operating Officer Steve Hearn to lead all operations outside of North America. 2 weeks ago .. Simply Wall Street One Brown & Brown Insider Has Reduced Their Stake From what we can see, insiders were net sellers in Brown & Brown, Inc.'s (NYSE:BRO ) during the past 12 months. That... co x $ Q Dora!, Florida - Based on your past activity - Update location Help How News Works Send feedback Privacy Terms 0 Al Mode All News Images Videos More - brown & brown inc. criminal investigation While no evidence suggests an ongoing criminal investigation into Brown & Brown Inc. as a corporation, the company has a history of civil litigation. A recent high -profile federal criminal fraud investigation involved a film producer named David Raymond Brown, who is not affiliated with the insurance company. Here is a summary of the known legal and criminal matters associated with "Brown and Brown" entities: Recent civil lawsuits involving Brown & Brown Inc. • Former VP accused of poaching (2025): The insurance company filed a federal lawsuit against a former vice president, Westyn Swenson, and other parties, accusing them of creating a rival business and poaching clients. The suit alleges violations of non -compete agreements. • Legal battle with Foundation Risk Partners (2023): Brown & Brown settled a years - long legal dispute with Foundation Risk Partners (FRP), a rival company founded by former Brown & Brown executives. The case involved allegations of poaching employees and misappropriating trade secrets. FRP ultimately received a multi -seven - figure payment from Brown & Brown to resolve the matter. • Florida venue dispute (2023): An appeals court rejected Brown & Brown's request to change the venue of a lawsuit from Miami -Dade to Duval County, allowing the civil suit regarding an insurance coverage gap to proceed in Miami. unrelated criminal cases involving individuals named Brown • Film producer David Raymond Brown (2025): The FBI and IRS launched a criminal investigation into a South Carolina film producer, David Raymond Brown, for a $12 million wire fraud and money laundering scheme. He is accused of stealing millions from investors and is not connected to the insurance company Brown & Brown Inc. • Insurance brokerage executive (2025): The Department of Justice announced in April 2025 that an executive vice president of an unnamed insurance brokerage pleaded guilty to charges in a $133 million fraud scheme related to the Affordable Care Act. The specific brokerage was not identified as Brown & Brown Inc. • Maryland insurance agent (2025): In July 2025, the Maryland Attorney General announced criminal charges against a former insurance agent named Brown for obstruction of justice and fabricating evidence. This agent is not affiliated with the larger corporation. Al responses may include mistakes. Leain_more t, Has Brown & Brown faced regulatory fines or sanctions? Ask anything { Y r: ems 14 sites Brown & Brown Won't Get Change of Venue in Coverage Gap ... Feb 8, 2023 — The lawsuit will now proceed in Miami -Dade County... Insurance Journal SC film producer behind Trump movie charged in $12M fraud ... Aug 28, 2025 — To gain trust, Brown is accused of giving Victim 2 a fake... wcIv Brown & Brown Agrees to Pay FRP a Multi Seven -Figure ... Jul 26, 2023 — At trial, the court found that there wasn't sufficient... litt Foundation Risk Partners Show all Al Mode All News Images Videos More - a ,::: . ,, AI Mode All News Images Short videos More "risk management associates inc" florida criminal investigation While multiple inactive companies in Florida have used the name "Risk Management Associates, Inc.," no public records link any of them to a Florida criminal investigation. The search results uncovered several entities that use or have used this name in Florida, but a search of public records and news archives did not find any evidence of a criminal investigation involving them. Details about some of these entities include: • An inactive insurance company: The Florida Division of Corporations shows a company named RISK MANAGEMENT ASSOCIATES, INC. (V26929) that was administratively dissolved in 2001. • A Brown & Brown subsidiary: An entity with the name Risk Management Associates, Inc. operates as a subsidiary of the insurance broker Brown & Brown and has served Florida public entities. It was mentioned in records from Leon County Schools and Collier County. • A professional organization: The Risk Management Association (RMA) has a Florida chapter, sometimes referred to as "Risk Management Associates Florida Chapter Corp.". • Other inactive companies: Records also show several other inactive companies with similar names, such as NATIONAL RISK MANAGEMENT ASSOCIATES, INC. and AMERICAN RISK MANAGEMENT ASSOCIATES, INC., that were active in Florida in previous decades. o Al responses may include mistakes. L ALEI-m,Q,re. { Cy What kind of work does Risk Management Associates, the Brown & Brown y subsidiary, do for Florida public entities? '`i Tell me more about Brown & Brown's Risk Management Associates subsidiary `i What are common reasons for administrative dissolution of a company in Florida? Ask anything Y r: C,3 7 sites risk management associates, inc. - De Name RISK MANAGEMENT ASSOCIATES, INC. Number V26929 FEI/EIN Number 59-311 MyFlorida.com (.gov) Florida Division of Corporations - !Jet Name AMERICAN RISK MANAGEMENT ASSOC Document Number L58258 FEI/EIN Nun ( MyFlorida.com (.gov) Florida Division of Corporations - !Jet Name NATIONAL RISK MANAGEMENT ASSOC Document Number F13157 FEI/EIN Num (,,._ MyFlorida.com (.gov) Show all Al Mode All News Images Short videos More - Al Mode All News Images Short videos More - risk management associates inc. (florida) civil litigation A defunct company named Risk Management Associates, Inc. was dissolved in 2001, but multiple active businesses in Florida have similar names and offer risk management and insurance services. Without a more specific name, it is not possible to identify the correct company or any civil litigation it may have faced. Here are some possible entities associated with risk management and civil litigation in Florida: Defunct company Risk Management Associates, Inc. was a Florida corporation administratively dissolved in 2001. 4' Active companies with similar names • The Risk Management Group, Inc. is an active insurance brokerage firm in Miami that offers commercial coverage, including general liability. • Risk Management and Associates - Brown and Brown Public Sector was awarded a two-year contract with the Town of Jupiter for property and casualty liability insurance in 2023. • National._Risk._Management._& Associates,..lnc. is an insurance and risk management company located in Sanford. • Risk Management Advisory Group, is an active firm in Miami Lakes. • Risk Management Services is a Florida -based entity that was the subject of a data breach, prompting class-action lawsuits in September 2025. DI$cLQSUREItreg 111111111 National Risk Management &... 5.0 * (3) Open - Insurance age... 220 Magnolia Ave Risk Management Advisory Group, 0.0 Insurance agency 8181 NW 154th St #230 Claims & Risk Management... 0.0 * Open Corporate office 11440 N Kendall Dr fl 3... Florida Department of Financial Services The Florida Department of Financial Services operates a Division of Risk Management Ask anything A r' CFO i r 10 sites Risk Management - Florida Departmei Financial Services The mission of the Division is to ensure participating state agencies are provide fldfs risk management associates, inc. - De Name RISK MANAGEMENT ASSOCIATES, INC. Number V26929 FEI/EIN Number 59-311 MyFlorida.com (.gov) National Risk Management & Associates, Inc. I Sanford FL National Risk Management & Associates, Inc. 1 Sanford FL. Nation... Facebook Show all Al Mode All News Images Short videos More - • The specific type of business it conducts (e.g., insurance, consulting, public sector). • The names of any parties involved in the litigation. eh National Risk ` Management &.-. ,Orlando Kissimmee, Tampa° ,Melbourne FLORIDA ,Sarasota ,west Palm ,Fart Myers Beach O Risk Management Claims & Risk VAdvisory Group, Management... NAan Tcrmc 1111 km Al responses may include mistakes. Learn more t-i Are there other risk management companies in Florida with similar names? What types of civil litigation are risk management firms in Florida typically t4 involved in? to Show me how to find info on Florida business litigation risk management associates inc x • • • • • • Al Mode All Images Videos News Shopping Maps More Tools n Brown & Brown Brown & Brown, Inc. enters into agreement to acquire Accession Risk Management Group Brown & Brown, Inc. enters into agreement to acquire Accession Risk Management Group. Jun 10, 2025 CBIZ Risk & Advisory Services Navigate today's complex risk environment with CBIZ Risk & Advisory Services. Safeguard your business and seize new opportunities. Apr 2, 2025 ►C Maui Now Real Estate Commission to host free virtual `Condorama' education event The event is geared toward condominium owners seeking insights on key topics such as community association risk management,... Apr 3, 2025 The Business Journals Seubert & Associates Inc. BizSpotlight - Pittsburgh Business Times For half a century, Seubert & Associates, Inc. has been a trusted partner in risk management, insurance, employee benefits,... Mar 3, 2025 at Business Wire BAI and RMA Come Together to Form ProSight Financial Association BAI (Bank Administration Institute) and RMA (Risk Management Association) have merged to form ProSight Financial Association. Nov 12, 2024 Mortgage Bankers Association MIK About MBA's Compliance and Risk Management Conference The Compliance and Risk Management Conference is a valued event covering the latest on risk management, compliance, QA/QC, fraud prevention and legal issues... May 10, 2023 Q Crain's Cleveland Business Sponsored: TFG Aviation Takes Off - The Fedeli Group acquires Illinois -based Aviation Risk Management Associates A new acquisition has doubled the size of TFG Aviation, The Fedeli Group's aviation insurance practice. The Independence -based law firm has... May 14, 2022 Business Wire Origin Specialty Underwriters announces the formation of Origin Captive Solutions This new division will bring captive solutions to middle market companies by offering a broader array of risk management solutions. Feb 11, 2025 }i TRC Companies TRC acquires Paustenbach & Associates, a Leader in Toxicology, Exposure Science and Risk Assessment TRC acquires Paustenbach & Associates, a Leader in Toxicology, Exposure Science and Risk Assessment. Author: TRC I August 27, 2024. Paustenbach & Associates... Aug 27, 2024 Insurance Journal Hub International Buys Maryland Broker Marketing Management Associates Global insurance broker Hub International has acquired the assets of Marketing Management Associates, Inc. of Landover, Maryland. Apr 8, 2022 1 2 3 4 5 6 7 8 Next Miami, Florida - Based on your places (Work) - Update location Help How News Works Send feedback Privacy Terms miamidade.coviiic Home Product Control I Contractors I Building Officials I Contact us Contractor search by Company name Name Type Number Status Types: C = contractor T = tradesman Status: A = active R = restricted S = suspended Page: 1 NAME NOT FOUND ON DATABASE. BCCO Contractor Inquiry and Complaint Search I BCCO Home Page I State License Search Menu Co Home I About I Phone Directory I Privacy I Disclaimer © 2001 Miami -Dade County. All rights reserved. miamidade.coviiic Home Product Control I Contractors I Building Officials I Contact us Contractor search by Company name Name Type Number Status RC MILLARES CONTRACTOR INC C 22E000210 A LC MILLARES ELECTRICAL CONT C 22E000210 A RC MILLWORK CORP C 17BS00636 E RG MULTICOLORS CONTRACTING C 15BS00201 E RHG MARBLE AND TILE SERVICE C 18BS00114 E RICO MIGUEL C 01BS00422 E ROCKY MOUNTAIN FIBER PLUS I C E1889 E Types: C = contractor T = tradesman Status: A = active R = restricted S = suspended Page: 1 SELECT ONE ENTRY AND CLICK ON THE NUMBER! BCCO Contractor Inquiry and Complaint Search I BCCO Home Page I State License Search Menu Home I About I Phone Directory I Privacy I Disclaimer © 2001 Miami -Dade County. All rights reserved. Debarred Contractors List (Last update: 1/11/2021) (Pursuant to Section 10-38 of the Code of Miami -Dade County) MIAMI•DADE COUNTY Debarred Entity and/or Individuals (abc order) Address Initiating Dept. and Contact Person Cause of Debarment Effect of Debarment Termination Date Contractor's Certificate of Competency or License Number; or Qualifier, when applicable Aaron Construction Group, Inc. 10820 NW 138 St. Bay C-1 Hialeah Gardens, FL 33018 Public Housing and Community Development Department (PHCD Director, (786) 469-4106) Violation of Section 10-38 Excluded from Contracting w/Miami-Dade County for a ten (10) year period. 9/12/19 - 9/12/29 n/a Samuel Almazan (individual, former officer of Almazan Construction) 12980 Raymond Drive Loxachatchee, FL 33470 State Attorneys Office (State Attorney, 305-547-0100) Violation of Section 10-38 Excluded from Contracting w/Miami-Dade County for a five (5) year period 1/11/2019-1/11/2024 n/a Amancio Alonso (individual, former officer of Hialeah Transport, LLC) 2965 E. 11th Avenue Hialeah, FL 33013 Internal Services Department (ISD Director, 305-375-1135) Violation of Section 10-38 Excluded from Contracting w/Miami-Dade County Indefinitely. 12/21/2015 -Indefinite n/a Association of Community Organizations for Reform Now (ACORN) 2609 Canal St, 4th floor New Orleans, LA 70119 U.S. Congress (Office of Management & Budget, 202- 395-3080) Section 163 of the Continuing Appropriations Resolution, 2010, Division B of Public Law #111-68 Excluded from Contracting w/ Miami -Dade County Indefinitely. 10/07/2009 - Indefinite n/a Jose Barroso (indvidual, former officer of E&C Electrical Service, Inc.) 1625 NE 104th St Miami Shores, FL 33138 Internal Services Department (ISD Director, 305-375-1135) Violation of Section 10-38 Excluded from Contracting w/Miami-Dade County for a ten (10) year period. 1/18/2018 - 1/18/2028 n/a Roy J. Bustillo (individual, former officer of Municipal Lighting Systems Group, Inc.) 7035 SW 47th St A Miami, FL 33155 Internal Services Department (ISD Director, 305-375-1135) Violation of Section 10-38 Excluded from Contracting w/Miami-Dade County for a ten (10) year period. 1/18/2018 - 1/18/2028 n/a CT Mechanical, Co. 10451 NW 133rd St Hialeah, FL 33018 State Attorney's Office (State Attorney, 305-547-0100) Violation of Section 10-38 Excluded from Contracting w/Miami-Dade County for a five (5) year period 7/18/2016 - 7/18/2021 n/a Abel Demien (individual, former officer of Green Light Electric Systems, Inc.) 7814 West 18th Lane Hialeah, FL 33014 State Attorneys Office (State Attorney, 305-547-0100) Violation of Section 10-38 Excluded from Contracting w/Miami-Dade County for a five (5) year period 11/01/2016-10/31/2021 n/a Ecological Paper Recycling, Inc. 2350 NW 149th Street Opa Locka, FL 33054 Internal Services Department (ISD Director, 305-375-1135) Violation of Section 10-38 Excluded from Contracting w/ Miami -Dade County Indefinitely. 11/18/2015 - Indefinite n/a Javier Estepa (Individual, former officer of Aaron Construction Group, Inc.) 10820 NW 138 St. Bay C-1 Hialeah Gardens, FL 33018 rvuanu-vauc L.uurny ruuu,, Housing and Community Development Department (PHCD Director, (786) 469- AAAG\ Violation of Section 10-38 Excluded from Contracting w/Miami-Dade County Indefinitely. 9/12/19 - Indefinite n/a Jose Flores (indvidual, former officer of Ecological Paper Recycling, Inc.) 2350 NW 149th Street Opa Locka, FL 33054 Internal Services Department (ISD Director, 305-375-1135) Violation of Section 10-38 Excluded from Contracting w/ Miami -Dade County Indefinitely. 11/18/2015 - Indefinite n/a Manuela Flores (individual, former officer of Ecological Paper Recycling, Inc.) 2350 NW 149th Street Opa Locka, FL 33054 Internal Services Department (ISD Director, 305-375-1135) Violation of Section 10-38 Excluded from Contracting w/ Miami -Dade County Indefinitely. 11/18/2015 - Indefinite n/a Bolded entities are corporations. This report is maintained by Small Business Development (SBD), a division of the Internal Services Department. For any questions, please contact Michou Jean, at (305) 375-3161. 1 Debarred Contractors List (Last update: 1/11/2021) (Pursuant to Section 10-38 of the Code of Miami -Dade County) MIAMI•DADE COUNTY Debarred Entity and/or Individuals (abc order) Address Initiating Dept. and Contact Person Cause of Debarment Effect of Debarment Termination Date Contractor's Certificate of Competency or License Number; or Qualifier, when applicable Global Electrical & Lighting Supplies, Inc. 13751 SW 143rd Ct SUITE 101, MIAMI, FL 33186 Internal Services Department (ISD Director, 305-375-1135) Violation of Section 10-38 Excluded from Contracting w/Miami-Dade County for a ten (10) year period 1/18/2018-1/18/2028 n/a Green Light Electric Systems 2285 West 76th Street Hialeah, FL 33016 State Attorney's Office (State Attorney, 305-547-0100) Violation of Section 10-38 Excluded from Contracting w/Miami-Dade County for a five (5) year period 11/01/2016-10/31/2021 n/a William Hernandez (individual, former officer of Ecological Paper Recycling, Inc.) 2350 NW 149th Street Opa Locka, FL 33054 Internal Services Department (ISD Director, 305-375-1135) Violation of Section 10-38 Excluded from Contracting w/ Miami -Dade County Indefinitely. 11/18/2015 - Indefinite n/a Hialeah Transport, LLC 2965 E. 11th Avenue Hialeah, FL 33013 Internal Services Department (ISD Director, 305-375-1135) Violation of Section 10-38 Excluded from Contracting w/Miami-Dade County Indefinitely. 12/21/2015 - Indefinite n/a Rolando Perez (individual, former officer of Global Electrical & Lighting Supplies, Inc.) 13752 SW 143rd CT, SUITE 101, MIAMI, FL 33186 Internal Services Department (ISD Director, 305-375-1135) Violation of Section 10-38 Excluded from Contracting w/Miami-Dade County for a ten (10) year period 1/18/2018 - 1/18/2028 n/a Vivian Perez (individual, former officer of Global Electrical & Lighing Supplies, Inc.) 13753 SW 143rd CT, SUITE 101, MIAMI, FL 33186 Internal Services Department (ISD Director, 305-375-1135) Violation of Section 10-38 Excluded from Contracting w/Miami-Dade County 1/18/2018 - 1/18/2028 n/a Diego Alejandro Estepa Vazquez (Individual, former officer of Aaron Construction Group, Inc.) 10820 NW 138 St. Bay C-1 Hialeah Gardens, FL 33018 rvuanu-UdU L.uurny ruuui, Housing and Community Development Department (PHCD Director, (786) 469- Violation of Section 10-38 Excluded from Contracting w/Miami-Dade County Indefinitely. 9/12/19 - Indefinite n/a Bolded entities are corporations. This report is maintained by Small Business Development (SBD), a division of the Internal Services Department. For any questions, please contact Michou Jean, at (305) 375-3161. 2 Debarred Contractors List (Last update: 1/11/2021) (Pursuant to Section 10-38 of the Code of Miami -Dade County) MIAMI•DADE COUNTY Debarred Entity and/or Individuals (abc order) Address Initiating Dept. and Contact Person Cause of Debarment Effect of Debarment Termination Date Contractor's Certificate of Competency or License Number; or Qualifier, when applicable Vincent J. Vento (individual, former officer of ATCI Communications) 2208 S. Miami Avenue Miami, FL 33129 State Attorneys Office (State Attorney, 305-547-0100) Violation of Section 10-38 Excluded from Contracting w/Miami-Dade County for a five (5) year period 12/5/2018 - 12/5/2023 n/a Ricardo Villaverde a.k.a. Richard Villaverde (individual, officer of CT Mechanical, Co.) 10451 NW 133rd St Hialeah, FL 33018 State Attorneys Office (State Attorney, 305-547-0100) Violation of Section 10-38 Excluded from Contracting w/Miami-Dade County for a five (5) year period 7/18/2016 - 7/18/2021 n/a Carlisle Development Group 2950 SW 27th AveSte 200 Miami, FI 33133 Public Housing and Community Development Department (PHCD Director, (786) 469- 4106) Violation of Section 10-38 Excluded from Contracting w/Miami-Dade County for a ten (10) year period 1/5/2021 - 1/5/2031 n/a Lloyd Boggio (individual, former partner of Carlisle Development Group) 3316 Devon CT, Miami, FI 33133 Public Housing and Community Development Department (PHCD Director, (786) 469- 4106) Violation of Section 10-38 Excluded from Contracting w/Miami-Dade County for a ten (10) year period 1/5/2021 - 1/5/2031 n/a Matthew Greer (individual, former partner of Carlisle Development Group) 240 Ari Way Miami Beach, FI 33141 Public Housing and Community Development Department (PHCD Director, (786) 469- 4106) Violation of Section 10-38 Excluded from Contracting w/Miami-Dade County for a ten (10) year period 1/5/2021 - 1/5/2031 n/a Biscayne Housing Group, LLC 25 Se 2nd Ave, Miami, FL, 33131-1508 Public Housing and Community Development Department (PHCD Director, (786) 469- 4106) Violation of Section 10-38 Excluded from Contracting w/Miami-Dade County for a ten (10) year period 1/5/2021 - 1/5/2031 n/a Michael Cox (individual, former partner of Biscayne Housing Group, LLC) 828 NW 9th Ave Miami, FI 33136 Public Housing and Community Development Department (PHCD Director, (786) 469- 4106) Violation of Section 10-38 Excluded from Contracting w/Miami-Dade County for a ten (10) year period 1/5/2021 - 1/5/2031 n/a Gonzalo DeRamon (individual, former partner of Biscayne Housing Group, LLC) 45 Almeria Ave STE #5 Coral Gables, FI 33134 Public Housing and Community Development Department (PHCD Director, (786) 469- 4106) Violation of Section 10-38 Excluded from Contracting w/Miami-Dade County for a five (5) year period 04/30/2018- 04/30/2023 n/a Bolded entities are corporations. This report is maintained by Small Business Development (SBD), a division of the Internal Services Department. For any questions, please contact Michou Jean, at (305) 375-3161. 3 i An official website of the United States government Here's how you know WSAMGOV® Home Search Data Bank Data Services Help < Contract Award DJAI6AHDQK0198 Awardee BROWN & BROWN, INC. Unique Entity ID (UEI): WTY7LVT2R646 Doing Business as: (blank) Total Obligations: $61,911.00 Total Contract Value: $61,911.00 Total Estimated Order Value: $61,911.00 Contracting Department/Ind. Agency 1500 - JUSTICE, DEPARTMENT OF Contract Award Details Final Award Type: DEFINITIVE CONTRACT Referenced IDV (PI ID): (blank) Referenced I DV Agency: (blank) Original Date Signed: Jan 21, 2016 Agency Identifier: 1560 Closed Status: (blank) Contracting Sub -tier Award DJA16AH DQK0198 Modification Details Performance Solicitation Funding Details Description Awardee Information Business Category Current Contract Details Legislative and Policy Details Product/Service Information 1560 - ATF ACQUISITION AND PROPERTY MGMT DIV Contracting Office AT001 - ATF LOGISTICS AND ACQUISITIONS DIVISION Modification Details Modification Action Date Reason for Number: Obligation: Signed: Modification: 0 $20,655.0 Jan 21, (blank) 0 2016 Transaction Number: Base And Total 0 Exercised Contract Options Value: Value: $20,655.0 $20,655.0 0 0 Performance Period Of Principal Principal Congressional Performance Place of Place Of District Place Start Date: Performance Performance of State: County Performance: Feb 01, 2016 DISTRICT Name: DISTRICT OF DISTRICT OF Estimated COLUMBIA OF COLUMBIA Completion COLUMBIA 00 Date: Principal Jan 31, Place Of Principal Place Of 2021 Performance Place Of Performance Country: City Name: ZIP UNITED WASHING Code(+4): STATES TON 20226- 0002 Competition Information History Solicitation Modification Summary Solicitation Solicitation Contract ID: Date: Opportunities (blank) (blank) Notice: NOT APPLICAB LE Funding Details Funding Funding Foreign Treasury Agency: Office: Funding: Account 1500 - AT001- NOT Symbol: JUSTICE, ATF APPLICAB 1560- DEPARTM LOGISTICS LE 0700-000 ENT OF AND ACQUISITI ONS DIVISION Description IGF::OT::IGF FOR OTHER FUNCTIONS LIABILITY INSURANCE CANADIAN AUTO LIABILITY PREMIUM Awardee Information Entity Doing Physical Country of Name: Business Address: Incorporation: BROWN & As: 1501 4TH USA BROWN, (blank) AVE STE INC. 2400 CAGE Code: (blank) Unique Entity ID (UEI): WTY7LVT2 R646 Domestic or Foreign Entity: U.S. OWNED BUSINESS FAR 4.1102 Exception: (blank) Business Category Socio- Contracting Economic Officer's Data: Determination (blank) of Business Educational Size: Entities: OTHER (blank) THAN SMALL BUSINESS Line of Business: (blank) Business Types: Corporate Entity, Not Tax Exempt Current Contract Details SEATTLE, WASHING TON 98101- 3631 USA Phone: (202) 648- 9115 Fax: (202) 648- 9654 State of Incorporation: WA Congressional District: WASHING TON 07 Organization Organization Factors: Type: For Profit CORPORA Organizati TE NOT on TAX EXEMPT Relationship with Federal Government All Awards Other Governmental Entities: (blank) Certifications: (blank) Type of Multi Year Purchase Undefinitized Contract: Contract: Card As Action: Payment (blank) N Nature of Services: OTHER FUNCTION S Emergency Acquisition: NOT APPLICAB LE Consolidated Contract: NO National Interest Action: NONE Major Program: (blank) Contract Financing: (blank) Claimant Program Code: (blank) Cost or Pricing Data: No Method: No Cost Accounting Standards Clause: NOT APPLICAB LE EXEMPT FROM CAS Legislative and Policy Details Clinger Cohen Act: No Construction Wage Rate Requirements: NO Subcontract Plan: PLAN NOT REQUIRED Initiative: (blank) Materials, Supplies, Articles, and Equip: NO Labor Standards: NO Recovered Materials/ Sustainability: NO CLAUSES INCLUDED AND NO SUSTAINA Additional Reporting: (blank) Interagency Contracting Authority: (blank) Bundled Contract: NOT A BUNDLED REQUIRE MENT NO Performance Based Service Acquisition: NO - SERVICE WHERE PBA IS NOT USED. Number Of Actions: (blank) GFP Provided Under This Action: TRANSACT ION DOES NOT USE GFE/GFP Fee Paid for use of IDV: $0.00 Other Interagency Contracting Statutory Authority: (blank) BILITY INCLUDED Price Evaluation Percent Difference: 0 Product/Service Information Product/Service Code: G008 - SOCIAL- GOVERNM ENT INSURANC E PROGRAM S: OTHER Principal NAICS Code: 524210 - INSURANC E AGENCIES AND BROKERA GES Use Of EPA Designated Products: NOT REQUIRED DOD Acquisition Program: (blank) Country of Product or Service Origin: USA Sea Transportation: (blank) Competition Information Extent Competed For Referenced I DV (blank) Extent Competed: Source Selection Process: (blank) Solicitation Procedures: SIMPLIFIE D Evaluated Preference: NO PREFEREN CE USED Local Area Set Aside: No Place of Manufacture: NOT A MAN U FAC TURED END PRODUCT Information Technology Commercial Category: (blank) Type Of Set Aside Source: (blank) Small Business Innovation COMPETE ACQUISITI Number Of Research D UNDER ON Offers (SBIR)/Small SAP Received: Business Other Than 2 Technology Fair Full And Transfer Opportunity/Limite®pen Number of (STTR) Sources Competition Offers (blank) (blank) (blank) Source: (blank) A76 Action: Commercial IDV Number NO Products of Offers: Type Of Set and (blank) Aside: Simplified Services NO SET Procedures Acquisition for Procedures Small ASIDE Business USED. Certain (blank) Competitiveness Commercial Demonstration Products Program and Commercial NO Services (blank) IDV Type Of Set Aside: (blank) History Prepared Approved Date: Date: Jan 21, Jan 21, 2016 2016 Prepared Approved User: By: JNTRUON JNTRUON G G Modification Summary Last Modified User: JNTRUON G Last Modified Date: Jan 21, 2016 Closed Status Date: (blank) Closed By: (blank) Showing 1- 9 of 9 results Mod Reason for Action Dab Number Modification Obligation Sign( + P00008 EXERCISE AN OPTION $20,571.00 Jan 6 2020 + P00007 FUNDING ONLY ACTION - $1,290.00 Mar 7 2019 OTHER + P00006 ADMINISTRATIVE $0.00 ACTION Oct 1 2018 + P00005 EXERCISE AN OPTION $22,000.00 Oct 1 2018 + P00004 FUNDING ONLY ACTION - $883.00 Apr 2 2018 + P00003 EXERCISE AN OPTION $21,500.00 Dec E 2017 + 2 EXERCISE AN OPTION $20,639.00 Dec 1 2016 OTHER ADMINISTRATIVE $0.00 ACTION Feb € 2016 + 0 (blank) $20,655.00 Jan 2 2016 page 1 oft Feedback Our Website Our Partners About This Site Acquisition.gov Our Community USASpending.gov Release Notes Grants.gov System Alerts More Partners Policies Customer Service Terms of Use Help Privacy Policy Check Entity Status Restricted Data Use Federal Service Desk Freedom of Information Act External Resources Accessibility Contact GS`‘ 0 WARNING This is a U.S. General Services Administration Federal Government computer system that is "FOR OFFICIAL USE ONLY." This system is subject to monitoring. Individuals found performing unauthorized activities are subject to disciplinary action including criminal prosecution. This system contains Controlled Unclassified Information (CUI). All individuals viewing, reproducing or disposing of this information are required to protect it in accordance with 32 CFR Part 2002 and GSA Order CIO 2103.2 CUI Policy. An official weosiLe o1 Li`le u.s. uenerat I VIC eS At illustration 1 An official website of the United States government Here's how you know U1SAMGOV® Home Search Data Bank Data Services Help Core Data Entity Registration Core Data Business Information Entity Types Financial Information Points of Contact Assertions Reps and Certs Exclusions Responsibility / Qualification BROWN & BROWN INSURANCE SERVICES, INC. Unique Entity ID CAGE/NCAGE EXHAH9DUX3W9 (blank) • • • Entity Information Active Registration Expiration Date Mar 18, 2026 Physical Address 8825 NW 21ST TER Doral, Florida 33172-2421, United States Purpose of Registration Federal Assistance Awards Only Version Current Record BUSINESS INFORMATION Doing Business As (blank) Division Name (blank) Congressional District Florida 26 Owner URL (blank) Division Number (blank) State/Country of Incorporation Florida, United States CAGE Legal Business Name Immediate (blank) (blank) Owner Highest Level (blank) (blank) Owner Executive Compensation Mailing Address 8825 NW 21ST TER Doral, Florida 33172-2421, United States Registration Dates Activation Date Mar 20, 2025 Su bmission Date Mar 18, 2025 Initial Registration Date Mar 18, 2025 Entity Dates Entity Start Date Apr 3,1947 Fiscal Year End Close Date Dec 31 Registrants in the System for Award Management (SAM) respond to the Executive Compensation questions in accordance with Section 6202 of P.L. 110-252, amending the Federal Funding Accountability and Transparency Act (P.L. 109-282). This information is not displayed in SAM. It is sent to USAspending.gov for display in association with an eligible award. Maintaining an active registration in SAM demonstrates the registrant responded to the questions. SAM SEARCH AUTHORIZATION I authorize my entity's non -sensitive information to be displayed in SAM public search results: Yes ENTITY TYPES Business Types Entity Structure Corporate Entity (Not Tax Exempt) Entity Type Business or Organization Profit Structure For Profit Organization Organization (blank) Factors FINANCIAL INFORMATION Payments Socio-Economic Types Check the registrant's Reps & Certs, if present, under FAR 52.212-3 or FAR 52.219-1 to determine if the entity is an SBA -certified HUBZone small business concern. Additional small business information may be found in the SBA's Dynamic Small Business Search if the entity completed the SBA supplemental pages during registration. Accepts Credit Card Payments Debt Subject To Offset No No ACCOUNT DETAILS 1 EFT Indicator 0000 CAGE Code (blank) POINTS OF CONTACT Electronic Business Primary Point of Contact Darlene Merino Address 8825 NW 21ST Terrace Doral, Florida 33172 United States Government Business Primary Point of Contact Darlene Merino Address 8825 NW 21ST Terrace Doral, Florida 33172 United States Feedback Our Website Our Partners About This Site Acquisition.gov Our Community USASpending.gov Release Notes Grants.gov System Alerts More Partners Policies Customer Service Terms of Use Help Privacy Policy Check Entity Status Restricted Data Use Federal Service Desk Freedom of Information Act External Resources Accessibility Contact GSA WARNING This is a U.S. General Services Administration Federal Government computer system that is "FOR OFFICIAL USE ONLY." This system is subject to monitoring. Individuals found performing unauthorized activities are subject to disciplinary action including criminal prosecution. This system contains Controlled Unclassified Information (CUI). All individuals viewing, reproducing or disposing of this information are required to protect it in accordance with 32 CFR Part 2002 and GSA Order CIO 2103.2 CUI Policy. An official website of the U.S. General DIVISION OF CORPORATIONS ;rj��forg awatc)i of an official Irate o/ Florida svebsite Department of State / Division of Corporations / Search Records / Search by Entity Name / Detail by Entity Name Florida Profit Corporation RISK MANAGEMENT ASSOCIATES, INC. Filing Information Document Number FEI/EIN Number Date Filed State Status Last Event Event Date Filed Event Effective Date Principal Address 300 NORTH BEACH STREET DAYTONA BEACH, FL 32114 H16549 59-2445801 08/14/1984 FL ACTIVE NAME CHANGE AMENDMENT 04/15/2003 NONE Changed: 03/18/2021 Mailing Address 300 NORTH BEACH STREET DAYTONA BEACH, FL 32114 Changed: 03/18/2021 Registered Agent Name & Address CORPORATION SERVICE COMPANY 1201 HAYS STREET TALLAHASSEE, FL 32301-2525 Name Changed: 09/18/2019 Address Changed: 09/18/2019 Officer/Director Detail Name & Address Title DIRECTOR, PRESIDENT BROWN, P. BARRETT 300 NORTH BEACH STREET DAYTONA BEACH, FL 32114 Title VICE PRESIDENT WATTS, RICHARD ANDREW 300 NORTH BEACH STREET DAYTONA BEACH, FL 32114 Title TREASURER STANTON, JOSEPH 300 NORTH BEACH STREET DAYTONA BEACH, FL 32114 Annual Reports Report Year Filed Date 2023 04/09/2023 2024 04/23/2024 2025 04/10/2025 Document Images 04/10/2025 --ANNUAL REPORT 04/23/2024 --ANNUAL REPORT 04/09/2023 --ANNUAL REPORT 04/25/2022 --ANNUAL REPORT 03/18/2021 --ANNUAL REPORT 04/22/2020 --ANNUAL REPORT 09/18/2019 -- Reg. Agent Change 03/21/2019 --ANNUAL REPORT 04/06/2018 --ANNUAL REPORT 04/17/2017 --ANNUAL REPORT 04/08/2016 --ANNUAL REPORT 04/12/2015 --ANNUAL REPORT 04/23/2014 --ANNUAL REPORT 04/16/2013 --ANNUAL REPORT 04/27/2012 --ANNUAL REPORT 03/20/2012 -- Reg. Agent Change 04/29/2011 --ANNUAL REPORT 04/01/2010 --ANNUAL REPORT 04/08/2009 --ANNUAL REPORT 04/01/2009 --ANNUAL REPORT 04/24/2008 --ANNUAL REPORT 04/17/2007 --ANNUAL REPORT 03/15/2006 --ANNUAL REPORT 02/28/2005 --ANNUAL REPORT View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format 02/10/2004 --ANNUAL REPORT 04/15/2003 -- Name Change 03/05/2003 --ANNUAL REPORT 02/06/2002 --ANNUAL REPORT 04/19/2001 --ANNUAL REPORT 03/06/2000 --ANNUAL REPORT 04/30/1999 --ANNUAL REPORT 05/21/1998 --ANNUAL REPORT 03/17/1997 --ANNUAL REPORT 04/24/1996 --ANNUAL REPORT 03/10/1995 --ANNUAL REPORT View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format Florida Department of State, Division of Corporations City of Miami, Florida Contract No. RFP 1471386 PROFESSIONAL SERVICES AGREEMENT By And Between The City Of Miami, Florida and CONTRACTOR This Professional Services Agreement ("Agreement") is entered into this 29th day of May , 2026 with services starting on June 20, 2026 ("Effective Date"), by and between the City of Miami, a municipal corporation of the State of Florida, whose address is 444 S.W. 2nd Avenue, 10th Floor, Miami, Florida 33130 ("City"), and, Risk Management Associates, Inc., a wholly owned subsidiary of Brown and Brown, Inc., qualified to do business in the State of Florida whose principal address is 300 North Beach Street, Daytona Beach, FL 32114, hereinafter referred to as the ("Contractor"). RECITALS: WHEREAS, the City of Miami issued Request for Proposal No. 1471386, on March 4, 2024 (the "RFP" attached hereto, incorporated hereby, and made a part of as Exhibit "C") for the provision of Insurance Brokerage Services, ("Services" as more fully set forth in the scope of work "Scope" attached hereto as Exhibits "A" and "B") for the City of Miami's Risk Management Department, and Contractor's response to RFP No. 1471386 ("Response", attached hereto, incorporated hereby, and made part of hereof as Exhibit "D"), in response thereto, has been selected as the most qualified proposal for the provision of the Services. WHEREAS, the Evaluation/Selection Committee appointed by the City Manager determined that the Proposal submitted by the Contractor was responsive to the RFP requirements, and recommended that the City Manager negotiate with the Contractor; WHEREAS, the City Commission, through Resolution No. R-25-0531, adopted on December 11, 2025 (attached hereto, incorporated hereby, and made part of hereof as Exhibit 1 Insurance Brokerage Services City of Miami, Florida Contract No. RFP 1471386 "H"), has authorized the City Manager to enter into an agreement with Contractor for the Services; and WHEREAS, the City wishes to engage the Services of Contractor, and Contractor wishes to perform the Services for the City; and WHEREAS, the City and the Contractor desire to enter into this Agreement under the terms and conditions set forth herein; NOW, THEREFORE, in consideration of the mutual covenants and promises herein contained, Contractor and the City agree as follows: TERMS: 1. RECITALS AND INCORPORATIONS: DEFINITIONS: The recitals are true and correct and are hereby incorporated into and made a part of this Agreement. This Agreement for insurance brokerage services (inclusive of scope of services and compensation) is hereby incorporated into and made a part of this Agreement and attached hereto as Exhibits "A" and "B" respectively. The City's RFP is hereby incorporated into and made a part of this Agreement and attached hereto as Exhibit "C". The Contractor's Response, dated May 21, 2024, in response to RFP No. 1471386, is hereby incorporated into and made a part of this Agreement as attached Exhibit "D". The Contractor's Insurance Certificate is hereby incorporated into and made a part of this Agreement as attached Exhibit "E". The Contractor's corporate resolutions and evidence of qualification to do business in Florida are hereby incorporated into and made a part of this Agreement as attached Exhibit "F". The Contractor's Anti -Human Trafficking Affidavit is hereby incorporated into and made a part of this Agreement as attached Exhibit "G". The City's Resolution No. R-25-0531, adopted on December 11, 2025, is hereby incorporated into and made a part of this Agreement as attached Exhibit "H". The order of precedence whenever there is conflicting or inconsistent language between documents is as follows in descending order of priority: (1) Professional Services Agreement 2 Insurance Brokerage Services City of Miami, Florida Contract No. RFP 1471386 ("PSA"), inclusive of any amendments which may be authorized by the City and executed by the parties, if any; and; (2) Exhibits in alphabetical order. 2. TERM: The Agreement shall become effective on the Effective Date and shall be for the duration of three (3) years with an option to renew for two (2) additional one (1) year periods. The City, acting by and through its City Manager, shall have the option to extend or terminate the Agreement for convenience, that is, for any or no cause. 3. SCOPE OF SERVICES: A. Contractor agrees to provide the Services as specifically described, and under the special terms and conditions set forth in Exhibits "A" and "B" hereto, which by this reference is incorporated into and made a part of this Agreement. B. Contractor represents to the City that: (i) it possesses all qualifications, licenses, certificates, authorizations, and expertise required for the performance of the Services, including but not limited to full qualification to do business in Florida, and meet all requirements of section 468.385, et seq., Florida Statutes; (ii) it is not delinquent in the payment of any sums due the City, including payment of permits, fees, occupational licenses, etc., nor in the performance of any obligations or payment of any monies to the City; (iii) all personnel assigned to perform the Services are and shall be, at all times during the term hereof, fully qualified and trained to perform the tasks assigned to each and possess the licenses , registrations, and certifications required by law to perform such tasks ; (iv) the Services will be performed in the manner described in Exhibit "A"; and (v) each person executing this Agreement on behalf of Contractor has been duly authorized to so execute the same and fully bind Contractor as a party to this Agreement. C. Contractor shall always provide fully qualified, competent, and physically capable employees to perform the Services under this Agreement. Contractor shall possess and maintain any required licenses, permits and certifications to perform the Services under this Agreement. 3 Insurance Brokerage Services City of Miami, Florida Contract No. RFP 1471386 City may require Contractor to remove any employee the City deems careless, incompetent, insubordinate, intoxicated on the job, or otherwise objectionable and whose continued services under this Agreement is not in the best interest of the City. 4. COMPENSATION: A. Contractor, as its sole compensation for the Services provided, shall receive compensation as indicated in Exhibit "B", which by this reference is incorporated into and made a part of this Agreement. B. Prices shall remain firm and fixed for the initial three (3) year term of the Contract and for two (2) additional one (1) year periods of the Option to Renew Years. Contractor represents, warrants and guarantees to the City that Contractor shall completely, timely and properly perform the Work and all of its obligations under the Agreement, in accordance therewith, for the Contract Price agreed upon by the parties. This Contract Price shall constitute Guaranteed Maximum Cost to the Owner for performing the Work inclusive of labor, materials, equipment, supplies, and any allowable overhead and profit. The City shall (absent a prior Amendment with a justifiable compelling cause approved as an Amendment to this Agreement) have no liability or obligation to pay any amount in excess of the stated Contract Price and Contractor shall have no recourse in that respect except to seek an Amendment to the Agreement. All costs in excess of the Contract Price shall be paid solely by Contractor without reimbursement or additional compensation from the City. 5. OWNERSHIP OF DOCUMENTS: Contractor understands and agrees that any information, document, report, data or other digital record, or any other material whatsoever which is given by the City to Contractor, its employees, or any subcontractor, or which is otherwise obtained or prepared by Contractor solely and exclusively for the City pursuant to or under the terms of this Agreement, is and shall always remain the property of the City. Contractor agrees not to use any such information, document, report, data, or material for any other purpose whatsoever without the written consent of the City 4 Insurance Brokerage Services City of Miami, Florida Contract No. RFP 1471386 Manager, which may be withheld or conditioned by the City Manager in his/her sole discretion. Contractor is permitted to make and to maintain duplicate copies of the files, records, documents, etc. if Contractor determines copies of such records are necessary after the termination of this Agreement; however, in no way shall the confidentiality as permitted by applicable laws be breached. The City shall maintain and retain ownership of any and all documents which result upon the completion of the work and Services under this Agreement as per the terms of this Section 5. 6. AUDIT AND INSPECTION RIGHTS AND RECORDS RETENTION: A. Contractor agrees to provide access to the City or to any of its duly authorized representatives, to any books, documents, papers, and records of Contractor which are directly pertinent to this Agreement, for the purpose of audit, examination, excerpts, and transcripts. The City may, at reasonable times, and for a period of up to three (3) years following the date of final payment by the City to Contractor under this Agreement, audit and inspect, or cause to be audited and inspected, those books, documents, papers, and records of Contractor which are related to Contractor's performance under this Agreement. Contractor agrees to maintain all such books, documents, papers, and records at its principal place of business in Miami -Dade County, or its local office in Miami -Dade County or to otherwise make them available in Miami -Dade County for a period of three (3) years after final payment is made under this Agreement and all other pending matters are closed. Contractor's failure to adhere to, or refusal to comply with, this condition shall result in the immediate cancellation of this Agreement by the City. B. The City may, at reasonable times during the term hereof, inspect the Contractor's facilities and perform such tests, as the City deems reasonably necessary, to determine whether the goods or services required to be provided by Contractor under this Agreement conform to the terms hereof. Contractor shall make available to the City all reasonable facilities and assistance to facilitate the performance of tests or inspections by City representatives. All audits, tests and inspections shall be subject to, and made in accordance with, the provisions of Sections 18-100, 5 Insurance Brokerage Services City of Miami, Florida Contract No. RFP 1471386 18-101, and 18-102 of the Code of the City of Miami, Florida ("City Code"), which Sections apply to this Agreement, as same may be amended or supplemented, from time to time. 7. AWARD OF AGREEMENT: Contractor represents and warrants to the City that it has not employed or retained any person or company employed by the City to solicit or secure this Agreement and that it has not offered to pay, paid, or agreed to pay any person any fee, commission, percentage, brokerage fee, or gift of any kind contingent upon or in connection with, the award of this Agreement. 8. PUBLIC RECORDS: A. Contractor 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 applicable laws. Contractor's failure or refusal to comply with the provisions of this section shall result in the immediate cancellation of this Agreement by the City. B. Contractor shall additionally comply with Section 119.0701, Florida Statutes, including without limitation: (1) keep and maintain public records that ordinarily and necessarily would be required by 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 contract term and following completion of the Agreement if the Contractor does not transfer the records to the City; (4) upon completion of the Agreement, transfer, at no cost, to the City all public records in possession of the Contractor or keep and maintain public records required by the City to perform the service, if 6 Insurance Brokerage Services City of Miami, Florida Contract No. RFP 1471386 the Contractor transfers all public records to the City upon completion of the Agreement, the Contractor shall destroy any duplicate public records that are exempt or confidential and exempt from public records disclosure requirements, if the Contractor keeps and maintains public records upon completion of the Agreement, the Contractor shall meet all applicable requirements for retaining public records, all records stored electronically must be provided to the City, uponrequest 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, Contractor shall be permitted to retain any public records that make up part of its work product solely as required for archival purposes, as required by law, or to evidence compliance with the terms of the Agreement. C. Should Contractor determine to dispute any public access provision required by Florida Statutes, then Contractor shall do so at its own expense and at no cost to the City. IF THE CONTRACTOR HAS QUESTIONS REGARDING THE APPLICATION OF CHAPTER 119, FLORIDA STATUTES, TO THE CONTRACTOR'S DUTY TO PROVIDE PUBLIC RECORDS RELATING TO THE CONTRACT, CONTACT THE DIVISION OF PUBLIC RECORDS AT (305) 416-1800, VIA EMAIL AT PUBLICRECORDS@MIAMIGOV.COM, OR REGULAR MAIL AT CITY OF MIAMI OFFICE OF THE CITY ATTORNEY, 444 SW 2ND AVENUE, 9TH FLOOR, MIAMI, FL 33130. THE CONTRACTOR MAY ALSO CONTACT THE RECORDS CUSTODIAN ATTHE CITY OF MIAMI DEPARTMENT WHO IS ADMINISTERING THIS CONTRACT. 9. COMPLIANCE WITH FEDERAL. STATE AND LOCAL LAWS: Contractor understands that agreements with local governments are subject to certain laws and regulations, including laws pertaining to public records, conflict of interest, record keeping, etc. City and Contractor agree to comply with and observe all such applicable federal, state and local laws, rules, regulations, codes, and ordinances, as they may be amended from time to time. Contractor further agrees to include in all of Contractor's agreements with subcontractors for any Services related to this Agreement this provision requiring subcontractors to comply with 7 Insurance Brokerage Services City of Miami, Florida Contract No. RFP 1471386 and observe all applicable federal, state, and local laws rules, regulations, codes, and ordinances, as they may be amended from time to time. Local laws in accordance with this Section shall mean the applicable laws of the City of Miami, and Miami -Dade County. 10. INDEMNIFICATION: Contractor shall indemnify, hold and save harmless, and defend (at its own cost and expense), the City, its officers, agents, directors, and/or employees, from all liabilities, damages, losses, judgements, and costs, including, but not limited to, reasonable attorney's fees, to the extent caused by the negligence, recklessness, negligent act or omission, or intentional wrongful misconduct of Contractor and persons employed or utilized by Contractor in the performance of this Contract. Contractor shall further, hold the City, its officials and employees, indemnify, save and hold harmless for, and defend (at its own cost), the City its officials and/or employees against any civil actions, statutory or similar claims, injuries or damages arising or resulting from the permitted Work, even if it is alleged that the City, its officials, and/or employees were negligent. In the event that any action or proceeding is brought against the City by reason of any such claim or demand, the Contractor shall, upon written notice from the City, resist and defend such action or proceeding by counsel satisfactory to the City. The Contractor expressly understands and agrees that any insurance protection required by this Contract or otherwise provided by the Contractor shall in no way limit the responsibility to indemnify, keep and save harmless and defend the City or its officers, employees, agents and instrumentalities as herein provided. The indemnification provided above shall obligate the Contractor to defend, at its own 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 Contractor, or persons employed or utilized by Contractor. These duties will survive the cancellation or expiration of the Contract. This Section will be interpreted under the laws of the State of Florida, including without limitation and interpretation, 8 Insurance Brokerage Services City of Miami, Florida Contract No. RFP 1471386 which conforms to the limitations of Sections 725.06 and/or 725.08, Florida Statutes, as applicable and as amended. Contractor shall require all sub -contractor agreements to include a provision that each sub -contractor will indemnify the City in substantially the same language as this Section. The Contractor 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 Contractor in which the City participated either through review or concurrence of the Contractor's actions. In reviewing, approving or rejecting any submissions by the Contractor or other acts of the Contractor, the City, in no way, assumes or shares any responsibility or liability of the Contractor or sub -contractor under this Contract. Ten dollars ($10) 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 Contractor. 11. DEFAULT: If Contractor fails to comply with any term or condition of this Agreement, or fails to perform in any material way any of its obligations hereunder, and fails to cure such failure after reasonable notice from the City, then Contractor shall be in default. Contractor understands and agrees that termination of this Agreement under this section shall not release Contractor from any obligation(s) accruing prior to the effective date of termination. Should Contractor be unable or unwilling to commence to perform the Services within the time provided or contemplated herein, then, in addition to the foregoing, Contractor shall be liable to the City for all expenses incurred by the City in preparation and negotiation of this Agreement, as well as all costs and expenses incurred by the City in the re -procurement of the Services, including consequential and incidental damages. Upon the occurrence of a default hereunder the City, in addition to all remedies available to it by law, may immediately, upon written notice to Contractor, terminate this Agreement whereupon all payments, advances, or other compensation paid by the City to 9 Insurance Brokerage Services City of Miami, Florida Contract No. RFP 1471386 Contractor while Contractor was in default shall be immediately returned to the City. If the City fails to comply with any term or condition of this Agreement, or fails to perform in any material way any of its obligations hereunder, and fails to cure such failure after reasonable notice from Contractor, the City shall be in default, which shall be treated as a termination pursuant to Section 13. 12. RESOLUTION OF AGREEMENT DISPUTES: Contractor understands and agrees that all disputes between Contractor and the City based upon an alleged violation of the terms of this Agreement by the City shall be submitted to the City Manager for his/her resolution, prior to Contractor being entitled to seek judicial relief in connection therewith. In the event that the amount of compensation hereunder exceeds Twenty - Five Thousand Dollars and No/Cents ($25,000), the City Manager's decision shall be approved or disapproved, as applicable, by the City Commission, whose decision shall be final. Contractor shall not be entitled to seek judicial relief, recourse, remedy or to file a civil action unless: (i) it has first received City Manager's written decision, approved or disapproved, as applicable, by the City Commission if the amount of compensation hereunder exceeds Twenty -Five Thousand Dollars and No/Cents ($25,000), or (ii) a period of sixty (60) days has expired, after submitting to the City Manager a detailed statement of the dispute, accompanied by all supporting documentation one hundred twenty (120) days if City Manager's decision is subject to City Commission approval); or (iii) City has waived compliance with the procedure set forth in this section by a written instrument clearly waiving compliance, signed by the City Manager. In no event may the amount of compensation under this Section exceed the total compensation set forth in Section 4 (A) of this Agreement. The adherence to this Section is the condition precedent to the institution of any civil action by the Contractor against the City. 13. TERMINATION: OBLIGATIONS UPON TERMINATION: A. The City, acting by and through its City Manager, shall have the right to terminate this Agreement, in its sole discretion, and without penalty, at any time, by giving written notice to 10 Insurance Brokerage Services City of Miami, Florida Contract No. RFP 1471386 Contractor at least thirty (30) calendar days prior to the effective date of such termination. In such event, the City shall pay to Contractor compensation for Services rendered and approved expenses incurred prior to the effective date of termination. In no event shall the City be liable to Contractor for any additional compensation and expenses incurred, other than that provided herein, and in no event shall the City be liable for any consequential or incidental damages. The Contractor shall have no recourse or remedy against the City for a termination under this subsection except for payment of fees due prior to the effective date of termination. B. The City, by and acting through its City Manager, shall have the right to terminate this Agreement, in its sole discretion, and without penalty, upon the occurrence of an event of a material breach hereunder, and failure to cure the same within thirty (30) days after written notice of default. In such event, the City shall not be obligated to pay any amounts to Contractor for Services rendered by Contractor after the date of termination, but the parties shall remain responsible for any payments that have become due and owing as of the effective date of termination. In no event shall the City be liable to Contractor for any additional compensation and expenses incurred, other than that provided herein, and in no event shall the City be liable for any direct, indirect, special, consequential, or incidental damages. 14. INSURANCE: A. Contractor shall, always during the term hereof, maintain such insurance coverage(s) as may be required by the City. The insurance coverage(s) required as of the Effective Date of this Agreement are attached hereto as Exhibit "D" and incorporated herein by this reference. The City RFP number and title of the RFP must appear on each certificate of insurance. The Contractor shall add the City of Miami as an additional insured to its commercial general liability and as a named certificate holder on all policies. Contractor shall correct any insurance certificates as requested by the City's Risk Management Administrator. All such insurance, including renewals, shall be subject to the approval of the City for adequacy of protection and evidence of such coverage(s) and shall be furnished to the City Risk Management 11 Insurance Brokerage Services City of Miami, Florida Contract No. RFP 1471386 Administrator on Certificates of Insurance indicating such insurance to be in force and effect and any cancelled or non -renewed policy will be replaced with no coverage gap and a current Certificate of Insurance will be provided. Completed Certificates of Insurance shall be filed with the City prior to the performance of Services hereunder, provided, however, that Contractor shall at any time upon request file duplicate copies of the Certificate of Insurance with the City. B. If, in the judgment of the City, prevailing conditions warrant the provision by Contractor of additional liability insurance coverage or coverage which is different in kind, the City reserves the right to require the provision by Contractor of an amount of coverage different from the amounts or kind previously required and shall afford written notice of such change in requirements thirty (30) days prior to the date on which the requirements shall take effect. Should the Contractor fail or refuse to satisfy the requirement of changed coverage within thirty (30) days following the City's written notice, this Agreement shall be considered terminated on the date that the required change in policy coverage would otherwise take effect. C. Contractor understands and agrees that all liabilities regarding the use of any of Contractor's employees or any of Contractor's subcontractors for Services related to this Agreement shall be borne solely by Contractor throughout the term of this Agreement and that this provision shall survive the termination of this Agreement. Contractor further understands and agrees that insurance for each employee of Contractor and each subcontractor providing Services related to this Agreement shall be maintained in good standing and approved by the City Risk Management Director throughout the duration of this Agreement. D. Contractor shall be responsible for assuring that the insurance certificates required under this Agreement remain in full force and effect for the duration of this Agreement, including any extensions hereof. If insurance certificates are scheduled to expire during the term of this Agreement and any extension hereof, Contractor shall be responsible for submitting new or renewed insurance certificates to the City's Risk Management Administrator as soon as coverages are bound with the insurers. In the event that expired certificates are not replaced, with 12 Insurance Brokerage Services City of Miami, Florida Contract No. RFP 1471386 new or renewed certificates which cover the term of this Agreement and any extension thereof: (i) the City shall suspend this Agreement until the new or renewed certificate(s) are received in acceptable form by the City's Risk Management Administrator; or (ii) the City may, at its sole discretion, terminate the Agreement for cause and seek re -procurement damages from Contractor in conjunction with the violation of the terms and conditions of this Agreement. E. Compliance with the foregoing requirements shall not relieve Contractor of its liabilities and obligations under this Agreement. 15. NONDISCRIMINATION: Contractor represents to the City that Contractor does not and will not engage in discriminatory practices and that there shall be no discrimination in connection with Contractor's performance under this Agreement on account of race, color, sex, religion, age, handicap, marital status, or national origin. Contractor further covenants that no otherwise qualified individual shall, solely due to his/her race, color, sex, religion, age, handicap, marital status, or national origin, be excluded from participation in, be denied services, or be subject to discrimination under any provision of this Agreement. 16. ASSIGNMENT: The Contractor's services are considered specialized and unique. This Agreement shall not be assigned, sold, transferred, pledged, or otherwise conveyed by Contractor, in whole or in part, and Contractor shall not assign or otherwise subcontract any part of its operations performing these services under this Agreement, without the prior written consent of the City Manager, which may be withheld or conditioned, in the City Manager's sole discretion. 17. NOTICES: All notices or other communications required under this Agreement shall be in writing and shall be given by hand -delivery or by registered or certified U.S. Mail, return receipt requested, 13 Insurance Brokerage Services City of Miami, Florida Contract No. RFP 1471386 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 CONTRACTOR: Michelle Martin, CIC Sr. Vice President / Public Risk Advisor 300 North Beach Street Daytona Beach, FL 32114 Brown & Brown, Inc. 300 North Beach Street Daytona Beach, FL 32114 Attn: Legal Department TO THE CITY OF MIAMI: James Reyes City Manager 444 SW 2nd Avenue, 10th Floor Miami, FL 33130-1910 George K. Wysong III City Attorney 444 SW 2nd Avenue, 9th Floor Miami, FL 33130-1910 David Ruiz Interim Director Risk Management One Flagler Building 14 NE 1st Ave., 2nd Floor Miami, FL 33132 Annie Perez, CPPO Procurement Director 444 SW 2nd Avenue, 6th Floor Miami, FL 33130-1910 18. MISCELLANEOUS PROVISIONS: A. This Agreement shall be construed and enforced according to the laws of the State of Florida. Venue in any proceedings between the parties shall be in Miami -Dade County, Florida. Each party shall bear its own attorney's fees. 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 personal jurisdiction of the aforementioned courts and irrevocably waive any objections to said jurisdiction. The parties irrevocably, knowingly and voluntarily waive any rights to a jury trial in any action or proceeding between them arising out of this Agreement. 14 Insurance Brokerage Services City of Miami, Florida Contract No. RFP 1471386 B. No waiver or breach of any provision of this Agreement shall constitute a waiver of any subsequent breach of the same or any other provision hereof, and no waiver shall be effective unless made in writing. C. Should any provision, paragraph, sentence, word or phrase contained in this Agreement be determined by a court of competent jurisdiction to be invalid, illegal or otherwise unenforceable under the laws of the State of Florida or the City of Miami, such provision, paragraph, sentence, word or phrase shall be deemed modified to the extent necessary in order to conform with such laws, or if not modifiable, then the same shall be deemed severable, and in either event, the remaining terms and provisions of this Agreement shall remain unmodified and in full force and effect or limitation of its use. D. Contractor shall comply with all applicable laws, rules, and regulations in the performance of this Agreement, including but not limited to licensure, and certifications required by law for professional service Contractors. E. No modification or amendment hereto shall be valid unless in writing and executed by properly authorized representatives of the parties hereto. Except as otherwise set forth in Section 2 above, the City Manager shall have the sole authority to extend, amend, or modify this Agreement on behalf of the City. 19. SUCCESSORS AND ASSIGNS: This Agreement shall be binding upon the parties hereto, their heirs, executors, legal representatives, successors, or assigns, if any. 20. INDEPENDENT CONTRACTORS: Contractor has been procured and is being engaged to provide Services to the City as an independent contractor, and not as an agent or employee of the City. Accordingly, neither Contractor, nor its employees, nor any subcontractor hired by Contractor to provide any Services under this Agreement shall attain, nor be entitled to, any rights, emoluments, or benefits under the Civil Service or Pension Ordinances of the City, nor any rights afforded classified or 15 Insurance Brokerage Services City of Miami, Florida Contract No. RFP 1471386 unclassified employees of the City. Contractor further understands that Florida Workers' Compensation benefits available to employees of the City are not available to Contractor, its employees, or any subcontractor hired by Contractor to provide any Services hereunder, and Contractor agrees to provide or to require subcontractor(s) to provide, as applicable, workers' compensation insurance for any employee or agent of Contractor rendering Services to the City under this Agreement. Contractor further understands and agrees that Contractor's or subcontractors' use or entry upon City properties shall not in any way change its or their status as an independent contractor. 21. CONTINGENCY CLAUSE: Funding for this Agreement is contingent on the availability of funds and continued authorization for program activities and the Agreement is subject to amendment or termination due to lack of funds, reduction of funds, failure to allocate or appropriate funds, and/or change in program directions, applicable laws or regulations, upon thirty (30) days written notice. 22. FORCE MAJEURE: A "Force Majeure Event" shall mean an act of God, act of governmental body or military authority, fire, explosion, power failure, flood, storm, hurricane, sink hole, other natural disasters, epidemic, riot or civil disturbance, war or terrorism, sabotage, insurrection, blockade, or embargo not within the control of the Contractor. In the event that either party is delayed in the performance of any act or obligation pursuant to or required by the Agreement because of a Force Majeure Event as herein defined, the time for required completion of such act or obligation shall be extended by the number of days equal to the total number of days, if any, that such Force Majeure Event actually delay such party. The party seeking delay in performance shall give notice to the other party in writing, within two (2) days of the Force Majeure Event, specifying the anticipated duration of the delay, and if such delay shall extend beyond the duration specified in such notice, additional notice shall be repeated no less than 16 Insurance Brokerage Services City of Miami, Florida Contract No. RFP 1471386 monthly so long as such delay due to a Force Majeure Event continues. Any party seeking delay in performance due to a Force Majeure Event shall use its best efforts to rectify any condition causing such delay and shall cooperate with the other party to overcome any delay that has resulted. 23. CITY NOT LIABLE FOR DELAYS: Contractor hereby understands and agrees that in no event shall the City be liable for, or responsible to Contractor or any subcontractor, or to any other person, firm, or entity for or on account of, any stoppages or delay(s) in work herein provided for, or any damages whatsoever related thereto, because of any injunction or other legal or equitable proceedings or on account of any delay(s) for any cause over which the City has no control. The sole remedy which may be granted to the Contractor, in the reasonable discretion of the City Manager, following a prompt and detailed request to be officially transmitted by the Contractor is an extension of time. No other recourse or remedy will be available to the Contractor against the City. 24. USE OF NAME: Contractor understands and agrees that the City is not engaged in research for advertising, sales promotion, or other publicity purposes. Contractor is allowed, within the limited scope of normal and customary marketing and promotion of its work, to use the general results of this project and the name of the City. The Contractor agrees to protect any confidential information provided by the City and will not release information of a specific nature without prior written consent of the City Manager or the City Commission. 25. NO CONFLICT OF INTEREST: Pursuant to City of Miami Code Section 2-611, as amended ("City Code"), regarding conflicts of interest, Contractor hereby certifies to the City that no individual member of Contractor, no employee, and no subcontractor under this Agreement nor any immediate family member of any of the same is also a member of any board, commission, or agency of the City. Contractor hereby represents and warrants to the City that throughout the term of this Agreement, Contractor, 17 Insurance Brokerage Services City of Miami, Florida Contract No. RFP 1471386 its employees, and its subcontractors will abide by this prohibition of the City Code. 26. NO THIRD -PARTY BENEFICIARY: No persons other than the Contractor and the City (and their successors and assigns) shall have any rights as an express or implied third -party beneficiary whatsoever under this Agreement. 27. SURVIVAL: All obligations (including but not limited to indemnity and obligations to defend, save and hold harmless) and rights of any party arising during or attributable to the period prior to expiration or earlier termination of this Agreement shall survive such expiration or earlier termination. 28. TRUTH -IN -NEGOTIATION CERTIFICATION. REPRESENTATION AND WARRANTY: Contractor hereby certifies, represents and warrants to the City that on the date of Contractor's execution of this Agreement, and so long as this Agreement shall remain in full force and effect, the wage rates and other factual unit costs supporting the compensation to Contractor under this Agreement are and will continue to be accurate, complete, and current. Contractor understands, agrees, and acknowledges that the City shall adjust the amount of the compensation and any additions thereto to exclude any significant sums by which the City determines the contract price of compensation hereunder was increased due to inaccurate, incomplete, or non- current wage rates and other factual unit costs. All such contract adjustments shall be made within one (1) year of the end of this Agreement, whether naturally expiring or earlier terminated pursuant to the provisions hereof. 29. COUNTERPARTS. ELECTRONIC SIGNATURES: This Agreement may be executed in counterparts, each of which shall constitute an original, but all of which, when taken together, shall constitute one and the same agreement. This Agreement may be executed in counterparts, each of which shall be an original as against either 18 Insurance Brokerage Services City of Miami, Florida Contract No. RFP 1471386 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. 30. ANTITRUST VIOLATOR VENDORS: A person or an affiliate who has been placed on the Antitrust Violator Vendors List following a conviction or being held civilly liable for an antitrust violation may not submit a bid, proposal, or reply on any agreement to provide any goods or services to a public entity; may not submit a bid, proposal, or reply on any agreement with a public entity for the construction or repair of a public building or public work; may not submit a bid, proposal, or reply on leases of real property to a public entity; may not be awarded or perform work as a grantee, supplier, subcontractor, or Contractor under an agreement with a public entity; and may not transact new business with a public entity. 31. ANTI -HUMAN TRAFFICKING: The Contractor confirms and certifies that it is not in violation of Section 787.06, Florida Statutes, and that it does not and shall not use "coercion" for labor or services as defined in Section 787.06, Florida Statutes. The Contractor shall execute and submit to the City an Affidavit, of even date herewith, in compliance with Section 787.06(13), Florida Statutes, attached an incorporated herein as "Anti -Human Trafficking Affidavit". If the Contractor fails to comply with the terms of this Section, the City may suspend or terminate this Agreement immediately, without prior notice, and in no event shall the City be liable to Contractor for any additional compensation or for any consequential or incidental damages. 19 Insurance Brokerage Services City of Miami, Florida Contract No. RFP 1471386 32. E-VERIFY: By entering into this Agreement, Contractor and its subcontractors are jointly and severally obligated to comply with the provisions of Section 448.095, Florida Statutes, as amended, titled "Employment Eligibility." Contractor 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 Contractor; (b) it has required all subcontractors to this Agreement to register and use the E-Verify system to verify the work authorization status of all new employees of the subcontractor; (c) it has an affidavit from all subcontractors to this Agreement attesting that the subcontractor 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 City has a good faith belief that Contractor has knowingly violated Section 448.09(1), Florida Statutes, then City shall terminate this Agreement in accordance with Section 448.095(5)(c), Florida Statutes. In the event of such termination, Contractor 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 Contractor 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 subcontractor has knowingly violated any provisions of Sections 448.09(1) or 448.095, Florida Statutes, but Contractor has otherwise complied with its requirements under those statutes, then Contractor agrees that it shall terminate its contract with the subcontractor upon receipt of notice from the City of such violation by subcontractor 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, Contractor, or subcontractor no later than twenty (20) calendar days after the date of Agreement termination 33. ENTIRE AGREEMENT: This instrument and its attachments constitute the sole and final agreement of the parties relating to the subject matter hereof and correctly set forth the rights, duties, and obligations of 20 Insurance Brokerage Services City of Miami, Florida Contract No. RFP 1471386 each to the other as of its date. Any prior agreements, promises, negotiations, or representations not expressly set forth in this Agreement are of no force or effect. SIGNATURE PAGE FOLLOWS 21 Insurance Brokerage Services City of Miami, Florida Contract No. RFP 1471386 IN WITNESS WHEREOF, the Parties have executed this Agreement, or have caused the same to be executed, as of the date and year first above written. "Contractor" Risk Management Associates, Inc., a wholly owned subsidiary of Brown and Brown, Inc., a Florida profit corporation ATT ST: By: By: Name: Michelle Martin Name: Matthew Montgomery Title: Senior Vice President ATTEST: Todd B. Hannon City Clerk By: Signed by: Title: Executive Vice President "CITY" CITY OF MIAMI, a Florida municipal corporation By: [—Stgnetl by James Reyes City Manager APPROVED AS TO LEGAL FORM AND APPROVED AS TO INSURANCE CORRECTNESS: By: La.), Risok,) III George K. Wysong III 25-3209 City Attorney Risk Management REQUIREMENTS: By: nedby tun 22 David Ruiz, Interim Director Insurance Brokerage Services City of Miami, Florida Contract No. RFP 1471386 COMPANY RESOLUTION (This Resolution needs to authorize the signatory to sign) WHEREAS, Risk Management Associates, Inc. a Corporation (company type: Inc., LLC.), desires to enter into an Agreement with the City of Miami for the purpose of performing the work described in the contract to which this resolution is attached; and WHEREAS, the Officers (board type; Board of Directors for Inc, Board of Managers for LLC.) at a duly held company meeting has considered the matter in accordance with the bylaws of the company; NOW, THEREFORE, BE IT RESOLVED BY THE BOARD of Officers (same as identified above) that this company is authorized to enter into the Agreement with the City, and the Executive Vice President (company officer title) and the (company officer title) are hereby authorized and directed to execute the Agreement in the name of this Company 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 15th Risk Management Associates, Inc. day of May , 202 6 ("Contractor") An Florida (State) Company By: Print Name: Matthew Montgomery (sign) TITLE: Executive Vice President (sign) Print Name: Insurance Brokerage Services 23 City of Miami, Florida Contract No. RFP 1471386 EXHIBIT A SCOPE OF WORK Provide Insurance Brokerage Services as per RFP 1471386 24 Insurance Brokerage Services City of Miami, Florida Contract No. RFP 1471386 EXHIBIT B Contractor's Price Proposal 25 Insurance Brokerage Services City of Miami — Exhibit B Contract No. RFP 1471386 PRICE PROPOSAL INSTRUCTIONS: The Proposer shall state the not -to -exceed price for providing all Insurance Brokerage Services as stated in the Scope of Services. The price includes all costs associated with providing these services. A. Insurance Brokerage Services — Initial Three (3) years $515,000.00 (Annual Broker Fee) X 3 Years (Initial Term) = $ 1,545,000.00 (Total for Initial Term) B. Insurance Brokerage Services — Option to Renew Years (2 years) Option to Renew Years 1 2 Annual Broker Fee $530,000.00 $545,000.00 The Proposer shall state its price for providing all services described within this Solicitation. Proposer shall submit pricing stated as a flat, fixed fee per year, which shall include all Proposer compensation necessary for the requested services. The fee proposed by the broker shall take into account all costs to provide the brokerage services identified in this RFP, including any commissions or fees charged by intermediaries (e.g., wholesale brokers) and/or commissions received or to be received by intermediaries for the placement of insurance coverage(s). National Flood Insurance Program ("NFIP") commissions are wholly separate and in addition to the Proposer's not -to -exceed price for providing all Insurance Brokerage Services as stated in the Scope of Services. The proposer must use this Attachment D, Price Proposal, in its current form and format. Edits, additions, and/or alternative pricing structures to Attachment D will be deemed non- responsive and will not be considered for contract award. Likewise, the use of any other forms and/or modification of City forms will result in the rejection of the Proposer's proposal submittal. NOTE: Any fees and/or commissions taken by the Proposer, broker(s), and/or any intermediaries in the placement of insurance coverage(s) must be disclosed to the City. The amount of annual commission shall reduce the broker's fee by the amount of the City of Miami — Exhibit B Contract No. RFP 1471386 commission. For example, if the broker fee is $10.00 and the commission is $1.00, then the net broker fee charged by the broker is reduced by the broker to $9.00. The prices listed above state the not -to -exceed price for providing all Insurance Brokerage Services as stated in the Scope of Services. The price includes all costs associated with providing these services. Name: Michelle Martin Title: Senior Vice President "Contractor" Risk Management Associates, Inc., a wholly owned subsidiary of Brown and Brown, Inc., a Florida profit corporation By: Name: Matthew Montgomery Title: Executive Vice President City of Miami, Florida Contract No. RFP 1471386 EXHIBIT C RFP No. 1471386 26 Insurance Brokerage Services Request for Proposals (RFP) 1471386 City of Miami Request for Proposals (RFP) Procurement Department Miami Riverside Center 444 SW 2ndAvenue, 6th Floor Miami, Florida 33130 Web Site Address: www.miamioov.com/procurement RFP Number: 1471386 Title: Insurance Brokerage Services Issue Date/Time: Monday, March 4, 2024 RFP Closing Date/Time: Tuesday, April 9, 2024, at 5:00 PM Pre-Bid/Pre-Proposal Conference: Voluntary Pre-Bid/Pre-Proposal Date/Time: Monday, March 11, 2024, at 11:00 AM Pre-Bid/Pre-Proposal Location: Virtual via MS Teams (See Section 2.2) Deadline for Request for Clarification: Monday, March 18, 2024, at 5:00 PM Contracting Officer: James Justin Griffin Contracting Officer E-Mail Address: igriffin(&miamigov.com Request for Proposals (RFP) 1471386 Certification Statement Please quote on this form, if applicable, net prices for the item(s) listed. Return signed original and retain a copy for your files. Prices should include all costs, including transportation to destination. The City reserves the right to accept or reject all or any part of this submission. Prices should be firm for a minimum of 180 days following the time set for closing of the submissions. In the event of errors in extension of totals, the unit prices shall govern in determining the quoted prices. We (I) certify that we have read your solicitation, completed the necessary documents, and propose to furnish and deliver, F.O.B. DESTINATION, the items or services specified herein. The undersigned hereby certifies that neither the contractual party nor any of its principal owners or personnel have been convicted of any of the violations, or debarred or suspended as set in section 18-107 or Ordinance No. 12271. All exceptions to this submission have been documented in the section below (refer to paragraph and section). EXCEPTIONS: We (I) certify that any and all information contained in this submission is true; and we (I) further certify that this submission is made without prior understanding, agreement, or connection with any corporation, firm, or person submitting a submission for the same materials, supplies, equipment, or service, and is in all respects fair and without collusion or fraud. We (I) agree to abide by all terms and conditions of this solicitation and certify that I am authorized to sign this submission for the submitter. Please print the following and sign your name: PROPOSER NAME: ADDRESS: PHONE: FAX: EMAIL: CELL(Optional): SIGNED BY: TITLE: DATE: FAILURE TO COMPLETE, SIGN, AND RETURN THIS FORM SHALL DISQUALIFY THIS RESPONSE Certifications Request for Proposals (RFP) 1471386 Legal Name of Finn: Entity Type: Partnership, Sole Proprietorship, Corporation, etc. Firm's Federal Employer Identification Number ("FEIN/EIN"): Year Established: Office Location: City of Miami, Miami -Dade County, or Other: Business Tax Receipt/Occupational License Number: Business Tax Receipt/Occupational License Issuing Agency: Business Tax Receipt/Occupational License Expiration Date: Will Subcontractor(s) be used? (Yes or No) If subcontractor(s) will be utilized, provide their name, address and the portion of the work they will be responsible for under this contract (a copy of their license(s) must be submitted with your bid response). If no subcontractor(s) will be utilized, please insert N/A.: Please list and acknowledge all addendum/addenda received. List the addendum/addenda number and date of receipt (e.g., Addendum No. 1, 3/15/2024). If no addendum/addenda was/were issued, please insert N/A. Has Proposer reviewed the attached Sample Professional Services Agreement? Yes / No Acknowledge that if awarded, Proposer will be required to execute the Professional Services Request for Proposals (RFP) 1471386 Agreement in substantially the attached form. In addition, Proposer must acknowledge that certain clauses (including #2 Term, #6 Audit and Inspection Rights and Records Retention, #8 Public Records, #9 Compliance with Federal, State and Local Laws, #10 Indemnification/Hold Harmless/Duty to Defend, #13 Termination; Obligation Upon Termination, #15 Nondiscrimination, and # 23 City Not Liable for Delays) are non-negotiable. FAILURE TO COMPLETE, SIGN, AND RETURN THIS FORM SHALL DISQUALIFY THIS RESPONSE Request for Proposals (RFP) 1471386 IMPORTANT NOTICE TO PROPOSERS • FAILURE TO COMPLETE, SIGN, AND UPLOAD THE CERTIFICATION STATEMENT AND CERTIFICATIONS SECTION WILL RENDER YOUR PROPOSAL NON -RESPONSIVE. • FAILURE TO COMPLETE AND UPLOAD THE FOLLOWING WILL RENDER YOUR PROPOSAL NON -RESPONSIVE. 1. ATTACHMENT C, REFERENCE SUBMITTAL FORM; AND 2. ATTACHMENT D, PRICE PROPOSAL. • ATTACHMENT FILES SHALL BE NO MORE THAN 500MB IN SIZE EACH, SHOULD THERE BE A NEED FOR A LARGER SIZE FILE TO BE UPLOADED SPLIT IN MULTIPLE FILES. • CONTACT PERISCOPE S2G ELECTRONIC BIDDING SYSTEM F/K/A BIDSYNC ("PERISCOPE") PRODUCT SUPPORT TOLL -FREE NUMBER 800-990-9339, EMAIL S2G-SUPPORT(&PERISCOPEHOLDINGS.COM, OR HTTPS://WWW.PERISCOPEHOLDINGS.COM/CONTACT FOR PERISCOPE TECHNICAL DIFFICULTIES AND/OR ISSUES. Request for Proposals (RFP) 1471386 Terms and Conditions 1. General Terms and Conditions 1.1. GENERAL TERMS AND CONDITIONS 2. Special Conditions 2.1. PURPOSE 2.2. VOLUNTARY PRE -PROPOSAL CONFERENCE 2.3. DEADLINE FOR RECEIPT OF REQUEST FOR ADDITIONAL INFORMATION/CLARIFICATION 2.4. TERM OF CONTRACT 2.5. LIVING WAGE ORDINANCE 2.6. PROPOSERS MINIMUM QUALIFICATIONS 2.7. REFERENCES 2.8. EXECUTION OF AN AGREEMENT 2.9. INSURANCE REQUIREMENTS 2.10. PROJECT MANAGER 2.11. SUBCONTRACTORS OR SUBCONSULTANTS 2.12. REMOVAL OF EMPLOYEES/SUBCONTRACTORS 2.13. COMPLETE PROJECT REQUIRED 2.14. UNAUTHORIZED WORK 2.15. CHANGES/ALTERATIONS 2.16. COMPENSATION 2.17. METHOD OF PAYMENT 2.18. EVALUATION/SELECTION PROCESS AND CONTRACT AWARD 2.19. RECORDS 2.20. ADDITIONAL SERVICES 2.21. TRUTH IN NEGOTIATION CERTIFICATE 2.22. NON -APPROPRIATION OF FUNDS 2.23. FAILURE TO PERFORM 2.24. TERMINATION 2.25. ADDITIONAL TERMS AND CONDITIONS 2.26. LOCAL OFFICE PREFERENCE 2.27. REFERENCE MATERIALS 2.28. CURES 2.29. PRIMARY CLIENT (FIRST PRIORITY) 2.30. PUBLIC ENTITY CRIMES 2.31. E-VERIFY EMPLOYMENT VERIFICATION 3. Specifications 3.1. SCOPE OF COVERAGE PLACEMENT SERVICES 3.2. PLACEMENT SERVICES 3.3. POST RENEWAL PLACEMENT ACTIONS 4. Submission Requirements 4.1. SUBMISSION REQUIREMENTS 5. Evaluation Criteria 5.1. EVALUATION CRITERIA Request for Proposals (RFP) 1471386 1. GENERAL TERMS AND CONDITIONS GENERAL TERMS AND CONDITIONS Intent: The General Terms and Conditions described herein apply to the acquisition of goods/equipment/services with an estimated aggregate cost of $25,000.00 or more. Definition: A formal solicitation is defined as issuance of an Invitation for Bids, Request for Proposals, Request for Qualifications, or Request for Letters of Interest pursuant to the City of Miami Procurement Code and/or Florida Law, as amended. Formal Solicitation and Solicitation shall be defined in the same manner herein. 1.1 ACCEPTANCE OF GOODS, EQUIPMENT OR SERVICES - Any good(s), equipment or services delivered under this formal solicitation, if applicable, shall remain the property of the seller until a physical inspection and actual usage of the good is made, and thereafter is accepted as satisfactory to the City. It must comply with the terms herein and be fully in accordance with specifications and of the highest quality. In the event the goods/equipment supplied to the City are found to be defective or does not conform to specifications, the City reserves the right to cancel the order upon written notice to the Contractor and return the product to the Contractor at the Contractor's expense. In terms of this Solicitation the use of the word "services" includes without limitation professional and personal services as that term professional and personal services is defined by the City of Miami Procurement Ordinance and as set forth in the Definitions Section 18-73 of the City Code. 1.2 ACCEPTANCE OF OFFER - Subject to prior occurrence of all condition's precedent set forth in Section 1.88, The signed or electronic submission of your solicitation response shall be considered an offer on the part of the Proposer; such offer shall be deemed accepted upon the occurrence of all conditions precedent and issuance by the City of a purchase order or notice to proceed, as applicable. In summation, execution of a Professional Services Agreement and/or Agreement, approval by a referendum as stated in this RFP, and issuance by the City of a purchase order, and/or notice to proceed, as applicable. 1.3 ACCEPTANCE/REJECTION - The City reserves the right to accept or reject any or all responses or parts of after opening/closing date and request re -issuance on the goods/services described in the formal solicitation. In the event of such rejection, the Director of Procurement shall notify all affected Proposers and make available a written explanation for the rejection. The City also reserves the right to reject the response of any Proposer: 1) Who has previously failed to properly perform under the terms and conditions of a Professional Services Agreement ("PSA") and/or Agreement, 2) Who failed to deliver on time, contracts of a similar nature, 3) Who is not in a position to perform the requirements defined in this formal solicitation 4) Who has been debarred, 5) Who is on the convicted vendors list, 6) Who is indebted to the City, or 7) Who is otherwise determined to be non- responsive or non -responsible. The City further reserves the right to waive any irregularities, minor informalities, or technicalities in any or all responses and may, at its discretion, re -issue this formal solicitation. 1.4 ADDENDA - It is the Proposer's responsibility to ensure receipt of all Addenda. Addenda are available on the Periscope S2G Electronic Bidding System f/k/a BidSync ("Periscope") only. Request for Proposals (RFP) 1471386 1.5 ALTERNATE RESPONSES WILL NOT BE CONSIDERED. 1.6 ASSIGNMENT - Contractor agrees not to subcontract, assign, transfer, convey, sublet, or otherwise dispose of the resulting Contract, or any or all its rights, title or interest herein, without the City Manager's prior written consent. 1.7 ATTORNEY'S FEES - In connection with any litigation, mediation and arbitration arising out of this Contract, each party shall bear their own attorney's fees through and including appellate litigation and any post judgment proceedings. 1.8 AUDIT RIGHTS AND RECORDS RETENTION - The Successful Proposer agrees to provide access at all reasonable times to the City, or to any of its duly authorized representatives, to any books, documents, papers, and records of Contractor which are directly pertinent to this formal solicitation, for the purpose of audit, examination, excerpts, and transcriptions. The Successful Proposer shall maintain and retain any and all of the books, documents, papers and records pertinent to the Contract for three (3) years after the City makes final payment and all other pending matters are closed. Contractor's failure to or refusal to comply with this condition shall result in the immediate cancellation of this contract by the City. The audit and inspection provisions set forth in Sections 18-100 to 18-102, City Code, are deemed as being incorporated by reference herein as set forth in full. 1.9 AVAILABILITY OF CONTRACT STATE-WIDE - Any governmental, not -for -profit, or quasi -governmental entity in the State of Florida, may avail itself of this Contract and purchase any, and all goods/services, specified herein from the Successful Proposer at the Contract price(s) established herein, when permissible by Federal, State, and local laws, rules, and regulations. Additionally, any governmental entity outside of the State of Florida but, within the Continental United States of America, may avail itself to this Contract and purchase any and all goods/services, specified herein from the Successful Proposer at the Contract price(s) established herein, when permissible by Federal, State, and local laws, rules, and regulations. Each governmental, not -for -profit or quasi -governmental entity which uses this Formal Solicitation and resulting Contract will establish its own Contract, place its own orders, issue its own purchase orders, be invoiced there from and make its own payments, determine shipping terms and issue its own exemption certificates as required by the Successful Proposer. 1.10 AWARD OF CONTRACT: A. The PSA and/or Agreement, the Formal Solicitation, the Proposer's response, any addenda issued, and the blanket purchase order shall constitute the entire contract, unless modified in accordance with any ensuing amendment or addenda. B. The award of this contract may be preconditioned on the subsequent submission of other documents as specified in the Special Conditions or Technical Specifications. Proposer shall be in default of its contractual obligation if such documents are not submitted in a timely manner and in the form required by the City. Where Proposer is in default of these contractual requirements, the City, through action taken by the Department of Procurement, will void its acceptance of the Proposer's Response and may accept the Response from the next lowest responsive, responsible Proposal most advantageous to the City or re -solicit the City's requirements. The City, at its sole discretion, may seek monetary restitution from Proposer and its proposal bond or guaranty, if applicable, as a result of damages or increased costs sustained as a result of the Proposer's default. C. The term of the contract shall be specified in one of three documents which shall be issued to the Successful Proposer. These documents may either be a blanket purchase order, notice of award and/or contract award sheet. D. The City reserves the right to automatically extend this contract for up to one hundred twenty (120) calendar days Request for Proposals (RFP) 1471386 beyond the stated contract term in order to provide City departments with continual service and supplies while a new contract is being solicited, evaluated, and awarded. If the right is exercised, the City shall notify the Proposer, in writing, of its intent to extend the contract at the same price, terms and conditions for a specific number of days. Additional extensions over the first one hundred twenty (120) day extension may occur, if, the City and the Successful Proposer are in mutual agreement of such extensions. E. Where the contract involves a single shipment of goods to the City, the contract term shall conclude upon completion of the expressed or implied warranty periods. F. An PSA and/or Agreement shall be awarded to the Proposer by the City Commission based upon the minimum qualification requirements reflected herein. As a result of a RFP, RFQ, or RFLI, the City reserves the right to execute or not execute, as applicable, an PSA and/or Agreement with the Proposer, whichever is determined to be in the City's best interests. Such PSA and/or Agreement which will be furnished by the City, will contain certain terms as are in the City's best interests, and will be subject to approval as to legal form by the City Attorney. All conditions precedent identified in Section 1.88 before any Agreement is binding. 1.11 BID BOND/ BID SECURITY - A cashier's or certified check, or a Bid Bond signed by a recognized surety company that is licensed to do business in the State of Florida, payable to the City of Miami, for the amount bid is required from all Proposers, if so indicated under the Special Conditions. This check or bond guarantees that the Proposer will accept the order or contract/agreement, as proposed, if it is awarded to the Proposer. Proposer shall forfeit proposal deposit to the City should the City award the contract/agreement to the Proposer and if Proposer fails to accept the award. The City reserves the right to reject any and all surety tendered to the City. Proposal deposits are returned to unsuccessful Proposers within ten (10) days after the award and Successful Proposer's acceptance of award. If sixty (60) days have passed after the date of the formal solicitation closing date, and no contract has been awarded, all deposits will be returned on demand. 1.12 RESPONSE FORM - All forms should be completed, signed and submitted accordingly. 1.13 BID SECURITY FORFEITED LIQUIDATED DAMAGES - Failure to execute a PSA and/or Agreement and/or file an acceptable Performance Bond, when required, as provided herein, shall be just cause for the annulment of the award and the forfeiture of the Bid Security to the City, which forfeiture shall be considered, not as a penalty, but in mitigation of damages sustained. Award may then be negotiated with the next highest ranked responsive and responsible Proposal most advantageous to the City or all responses may be rejected. 1.14 BRAND NAMES - If and wherever in the specifications brand names, makes, models, names of any manufacturers, trade names, or Proposer catalog numbers are specified, it is for the purpose of establishing the type, function, minimum standard of design, efficiency, grade or quality of goods only. When the City does not wish to rule out other competitors' brands or makes, the phrase "OR EQUAL" is added. When bidding/proposing an approved equal, Proposers will submit, with their response, complete sets of necessary data (factory information sheets, specifications, brochures, etc.) in order for the City to evaluate and determine the equality of the item(s) bid/proposed. The City shall be the sole judge of equality and its decision shall be final. Unless otherwise specified, evidence in the form of samples may be requested if the proposed brand is other than specified by the City. Such samples are to be furnished after formal solicitation opening/closing only upon request of the City. If samples should be requested, such samples must be received by the City no later than seven (7) calendar days after a formal request is made. 1.15 CANCELLATION - The City reserves the right to cancel all formal solicitations before its opening/closing. In the event of proposal cancellation, the Director of Procurement shall notify all prospective Proposers and make available a written explanation for the cancellation. Request for Proposals (RFP) 1471386 1.16 CAPITAL EXPENDITURES - Proposer understands that any capital expenditures that the firm makes, or prepares to make, in order to deliver/perform the goods/services required by the City, is a business risk which the Contractor must assume. The City will not be obligated to reimburse amortized or unamortized capital expenditures, or to maintain the approved status of any Contractor. If Contractor has been unable to recoup its capital expenditures during the time it is rendering such goods/services, it shall not have any claim upon the City. 1.17 CITY NOT LIABLE FOR DELAYS - It is further expressly agreed that in no event shall the City be liable for, or responsible to, the Proposer/Consultant, any sub-contractor/sub-consultant, or to any other person for, or on account of, any stoppages or delay in the work herein provided for by injunction or other legal or equitable proceedings or on account of any delay for any cause over which the City has no control. 1.18 COLLUSION - Proposer, by submitting a response, certifies that its response is made without previous understanding, agreement or connection either with any person, firm or corporation submitting a response for the same items/services or with the City of Miami's Procurement Department or initiating department. The Proposer certifies that its response is fair, without control, collusion, fraud or other illegal action. Proposer certifies that it is in compliance with the Conflict of Interest and Code of Ethics Laws. The City will investigate all potential situations where collusion may have occurred, and the City reserves the right to reject any and all responses where collusion may have occurred. 1.19 COMPLIANCE WITH FEDERAL, STATE AND LOCAL LAWS - Contractor understands that contracts between private entities and local governments are subject to certain laws and regulations, including laws pertaining to public records, conflict of interest, records keeping, competitive solicitations etc., et. al., as applicable. City and Contractor agree to comply with and observe all applicable laws, codes and ordinances as that may in any way affect the goods or equipment offered, including but not limited to: A. Executive Order 11246, which prohibits discrimination against any employee, applicant, or client because of race, creed, color, national origin, sex, or age with regard to, but not limited to, the following: employment practices, rate of pay or other compensation methods, and training selection. B. Occupational, Safety and Health Act (OSHA), as applicable to this Formal Solicitation. C. The State of Florida Statutes, Section 287.133(3)(A) on Public Entity Crimes. D. Environment Protection Agency (EPA), as applicable to this Formal Solicitation. E. Uniform Commercial Code (Florida Statutes, Chapter 672). F. Americans with Disabilities Act of 1990, as amended. G. National Institute of Occupational Safety Hazards (NIOSH), as applicable to this Formal Solicitation. H. National Forest Products Association (NFPA), as applicable to this Formal Solicitation. I. City Procurement Ordinance City Code Section 18, Article III. J. Conflict of Interest, City Code Section 2-611;61. K. Cone of Silence, City Code Section 18-74. L. The Florida Statutes Sections 218.73 and 218.74 on Prompt Payment. Request for Proposals (RFP) 1471386 M. City Financial Policies, City Code Chapter 18, Article IX. N. City of Miami Charter Sections 3(f) (iii) and 29-B. O. City of Miami Sale or Lease of Real Property, City Code Chapter 18, Article V. P. City of Miami Living Wage Ordinance, Chapter 18, Article X, City Code. Q. Alcoholic beverage, food and beverage laws, approvals and permits as required by state and local laws. R. Miami -Dade County Shoreline Review Ordinance Chapter 33D, Article III, Miami -Dade County Code. Lack of knowledge or notice by the Proposer will in no way be a cause for relief from responsibility. Non-compliance with all local, state, and federal directives, orders, regulations, and laws may be considered grounds for termination of contract(s). Copies of the City Ordinances may be obtained from the City Clerk's Office. 1.20 CONE OF SILENCE - Pursuant to Section 18-74 of the City of Miami Code, a "Cone of Silence" is imposed upon each RFP, RFQ, or RFLI after advertisement and terminates at the time the City Manager issues a written recommendation to the Miami City Commission. The Cone of Silence shall be applicable only to Contracts for the provision of goods and services and public works or improvements for amounts greater than $200,000. The Cone of Silence prohibits any communication regarding RFPs, RFQs, or RFLIs between potential vendors, service providers, Proposers, lobbyists or consultants (among others) and the City's professional staff including, but not limited to, the City Manager and the City Manager's staff; the Mayor, City Commissioners, or their respective staffs and any member of the respective selection/evaluation committee. The provision does not apply to, among other communications, oral communications with the City's Procurement staff, provided the communication is limited strictly to matters of process or procedure already contained in the formal solicitation document. The provisions of the Cone of Silence do not apply to oral communications at duly noticed site visits/inspections, pre -proposal conferences, oral presentations before selection/evaluation committees, contract negotiations during any duly noticed public meeting, or public presentations made to the Miami City Commission during a duly noticed public meeting; or communications in writing or by email at any time with any City employee, official or member of the City Commission unless specifically prohibited by the applicable RFP, RFQ, or RFLI documents; or communications in connection with the collection of industry comments or the performance of market research regarding a particular RFP, RFQ, or RFLI, by City Procurement staff. Proposers must file a copy of any written communications with the Office of the City Clerk, which shall be made available to any person upon request. The City shall respond in writing and file a copy with the Office of the City Clerk (clerks(a miamigov.com), which shall be made available to any person upon request. Written communications may be in the form of e-mail, with a copy to the Office of the City Clerk. In addition to any other penalties provided by law, violation of the Cone of Silence by any Proposer shall render any award voidable. A violation by a particular Proposer, Offeror, Respondent, lobbyist or consultant shall subject same to potential penalties pursuant to the City Code. Any person having personal knowledge of a violation of these provisions shall report such violation to the State Attorney and/or may file a complaint with the Miami -Dade County Ethics Commission. Proposers should reference Section 18-74 of the City of Miami Code for further clarification. This language is only a summary of the key provisions of the Cone of Silence. Please review City of Miami Code Section Request for Proposals (RFP) 1471386 18-74 for a complete and thorough description of the Cone of Silence. You may contact the City Clerk at 305-250-5360, to obtain a copy of same. 1.21 CONFIDENTIALITY - As a political subdivision and Florida municipality, the City of Miami is subject to the Florida Sunshine Act and Public Records Law. If this Contract/Agreement contains a confidentiality provision, it shall have no application when disclosure is required by Florida law or upon court order. 1.22 CONFLICT OF INTEREST - Proposers, by responding to this Formal Solicitation, certify that to the best of their knowledge or belief, no elected/appointed official or employee of the City of Miami is financially interested, directly or indirectly, in the purchase of goods/services specified in this Formal Solicitation. Any such interests on the part of the Proposer or its employees must be disclosed in writing to the City. Further, you must disclose the name of any City employee (or former employee of the City who left City service within the past two (2) years) who owns, directly or indirectly, an interest of five percent (5%) or more of the total assets of capital stock in the Proposer's firm. A. Proposer further agrees not to use or attempt to use any knowledge, property or resource which may be within their trust, or perform their duties, to secure a special privilege, benefit, or exemption for itself, or others. Proposer may not disclose or use information not available to members of the general public and gained by reason of their position, except for information relating exclusively to governmental practices, for their personal gain or benefit or for the personal gain or benefit of any other person or business entity. B. Proposer who is a person (every officer, official and employee of the city, including every member of any board, commission or agency of the city) as defined in Section 2-611 of the City Code, hereby acknowledges that it has not contracted or transacted any business with the City or any person or agency acting for the City and has not appeared in representation of any third party before any board, commission or agency of the City within the past two years. Proposer further warrants that they are not related, specifically the spouse, son, daughter, parent, brother or sister, to: (i) any member of the commission; (ii) the mayor; (iii) any city employee; or (iv) any member of any board or agency of the City. C. A violation of this section may subject the Proposer to immediate termination of any Professional Services Agreement with the City, imposition of the maximum fine and/or any penalties allowed by law. Additionally, violations may be considered by and subject to action by the Miami -Dade County Commission on Ethics. 1.23 COPYRIGHT OR PATENT RIGHTS - Proposers warrant that there has been no violation of any intellectual property, copyright or patent rights in manufacturing, producing, or selling the goods or equipment shipped or ordered and/or services provided as a result of this formal solicitation, and Proposers agree to hold the City harmless from any and all liability, loss, or expense occasioned by any such violation. 1.24 COST INCURRED BY PROPOSER - All expenses involved with the preparation and submission of Responses to the City, or any work performed in connection therewith shall be borne by the Proposer(s). 1.25 DEBARMENT AND SUSPENSIONS (Sec 18-107) (a) Authority and requirement to debar and suspend. After reasonable notice to an actual or prospective Contractual Party, Request for Proposals (RFP) 1471386 and after reasonable opportunity for such party to be heard, the City Manager, after consultation with the Chief Procurement Officer and the city attorney, shall have the authority to debar a Contractual Party, for the causes listed below, from consideration for award of city Contracts. The debarment shall be for a period of not fewer than three years. The City Manager shall also have the authority to suspend a Contractual Party from consideration for award of city Contracts if there is probable cause for debarment, pending the debarment determination. The authority to debar and suspend contractors shall be exercised in accordance with regulations which shall be issued by the Chief Procurement Officer after approval by the City Manager, the city attorney, and the City Commission. (b) Causes for debarment or suspension. Causes for debarment or suspension include the following: (i) Conviction for commission of a criminal offense incident to obtaining or attempting to obtain a public or private Contract or subcontract, or incident to the performance of such Contract or subcontract. (ii) Conviction under state or federal statutes of embezzlement, theft, forgery, bribery, falsification or destruction of records, receiving stolen property, or any other offense indicating a lack of business integrity or business honesty. (iii) Conviction under state or federal antitrust statutes arising out of the submission of Bids or Proposals. (iv) Violation of Contract provisions, which is regarded by the Chief Procurement Officer to be indicative of non -responsibility. Such violation may include failure without good cause to perform in accordance with the terms and conditions of a Contract or to perform within the time limits provided in a Contract, provided that failure to perform caused by acts beyond the control of a party shall not be considered a basis for debarment or suspension. (v) Debarment or suspension of the Contractual Party by any federal, state, local, or other governmental (public) agency or entity. (vi) False certification pursuant to paragraph (c) below. (vii) Found in violation of a zoning ordinance for which the violation remains noncompliant. (viii) Found in violation of any city ordinance or regulation and for which a civil penalty or fine is due and owing to the city. (ix) Any other cause judged by the City Manager to be so serious and compelling as to affect the responsibility of the Contractual Party performing city Contracts. (c) Certification. All Contracts for goods and services, sales, and leases by the city shall contain a certification that neither the Contractual Party nor any of its principal owners or personnel have been convicted of any of the violations set forth above or debarred or suspended as set forth in paragraph (b)(v). (d) Debarment and suspension decisions. Subject to the provisions of paragraph (a), the City Manager shall render a written decision stating the reasons for the debarment or suspension. A copy of the decision shall be provided promptly to the Contractual Party, along with a notice of said parry's right to seek judicial relief. 1.26 DEBARRED/SUSPENDED VENDORS - An entity or affiliate who has been placed on the State of Florida debarred or suspended vendor list may not: 1) submit a response fora contract to provide goods or services to a public entity; 2) Submit a response on a contract with a public entity for the construction or repair of a public building or public Request for Proposals (RFP) 1471386 work; 3) Submit response on leases of real property to a public entity; 4) award or perform work as a contractor, supplier, subcontractor, or consultant under contract with any public entity; and 5) transact business with any public entity. 1.27 DEFAULT/FAILURE TO PERFORM - The City shall be the sole judge of nonperformance, which shall include any failure on the part of the successful Proposer to accept the award, to furnish required documents, and/or to fulfill any portion of this contract within the time stipulated. Upon default by the successful Proposer to meet any terms of this agreement, the City will notify the Proposer of the default and will provide the contractor with three (3) days (weekends and holidays excluded) to remedy the default. Failure on the contractor's part to correct the default within the required three (3) days shall result in the Contract being terminated and upon the City notifying in writing the contractor of its intentions and the effective date of the termination The following shall constitute default: A. Failure to perform the work or deliver the goods/services required under the Contract and/or within the time required or failing to use the subcontractors, entities and personnel as identified and set forth, and to the degree specified in the Contract. B. Failure to begin the work under this Contract within the time specified. C. Failure to perform the work with sufficient workers and equipment or with sufficient materials to ensure timely completion. D. Neglecting or refusing to remove materials or perform new work where prior work has been rejected as nonconforming with the terms of the Contract. E. Becoming insolvent, being declared bankrupt, or committing any act of bankruptcy or insolvency, or making an assignment for the benefit of creditors, if the insolvency, bankruptcy, or assignment renders the successful Proposer incapable of performing the work in accordance with and as required by the Contract. F. Failure to comply with any of the terms of the Contract in any material respect. All costs and charges incurred by the City as a result of a default or a default incurred beyond the time limits stated, together with the cost of completing the work, shall be deducted from any monies due or which may become due on this Contract. 1.28 DETERMINATION OF RESPONSIVENESS AND RESPONSIBILITY - Each proposal will be reviewed to determine if it is responsive to the submission requirements outlined in the Formal Solicitation. A. Responsive Proposal is one which follows the requirements of the Formal Solicitation, includes all documentation, is submitted in the format outlined in the Formal Solicitation, is of timely submission, and has appropriate signatures as required on each document. Failure to comply with these requirements may deem a Proposal non -responsive. B. Determination of Responsibility. A Responsible Proposer shall mean a Proposer who has submitted a proposal and who has the capability, as determined under Section 18-95 of the City Code, in all respects to fully perform the Contract requirements, and the integrity and reliability of which give reasonable assurance of good faith and performance. 1. Proposals will only be considered from any person or firm who are regularly engaged in the business of providing the good(s)/service(s) required by the Formal Solicitation. Proposer must be able to demonstrate a satisfactory record of performance and integrity, and have sufficient financial, material, equipment, facility, Request for Proposals (RFP) 1471386 personnel resources, and expertise to meet all contractual requirements. 2. The City may consider any information available regarding the fmancial, technical, and other qualifications and abilities of a Proposer, including past performance (experience) with the City or any other governmental entity, in making the award. 3. The City may require the Proposer(s) to provide documentation that they have been designated as an authorized representative of a manufacturer or supplier which is the actual source of supply, if required by the Formal Solicitation. 1.29 DISCOUNTS OFFERED DURING TERM OF CONTRACT - Discount Prices offered in the response shall be fixed after the award by the Commission, unless otherwise specified in the Special Terms and Conditions. Price discounts off the original prices quoted in the response will be accepted from successful Proposer(s) during the term of the contract. Such discounts shall remain in effect for a minimum of 180 days from approval by the City Commission. Any discounts offered by a manufacturer to Proposer will be passed on to the City. 1.30 DISCREPANCIES, ERRORS, AND OMISSIONS - Any discrepancies, errors, or ambiguities in the Formal Solicitation or addenda (if any) should be reported in writing to the City's Purchasing Department. Should it be found necessary, a written addendum will be incorporated in the Formal Solicitation and will become part of the purchase agreement (contract documents). The City will not be responsible for any oral instructions, clarifications, or other communications. A. Order of Precedence -Any inconsistency in this formal solicitation shall be resolved by giving precedence to the following documents, the first of such list being the goveming documents. 1) PSA and/or Agreement and/or any Amendments to the PSA and/or Agreement 2) Specifications 3) Special Conditions 4) General Terms and Conditions 1.31 EMERGENCY / DISASTER PERFORMANCE - In the event of a hurricane or other emergency or disaster situation, the successful vendor shall provide the City with the commodities/services defined within the scope of this formal solicitation at the price contained within vendor's response. Further, successful vendor shall deliver/perform for the city on a priority basis during such times of emergency. 1.32 ENTIRE BID CONTRACT OR AGREEMENT - The Bid Contract or Agreement consists of this City of Miami Formal Solicitation and specifically this General Conditions Section, Contractor's Response and any written agreement entered into by the City of Miami and Contractor in cases involving RFPs, RFQs, and RFLIs, and represents the entire understanding and agreement between the parties with respect to the subject matter hereof and supersedes all other negotiations, understanding and representations, if any, made by and between the parties. To the extent that the agreement conflicts with, modifies, alters or changes any of the terms and conditions contained in the Formal Solicitation and/or Response, the Formal Solicitation and then the Response shall control. This Contract may be modified only by a written agreement signed by the City of Miami and Contractor. 1.33 ESTIMATED QUANTITIES - Estimated quantities or estimated dollars are provided for your guidance only. No guarantee is expressed or implied as to quantities that will be purchased during the contract period. The City is not Request for Proposals (RFP) 1471386 obligated to place an order for any given amount subsequent to the award of this contract. Said estimates may be used by the City for purposes of determining the most advantageous Proposer meeting specifications. The City reserves the right to acquire additional quantities at the prices bid/proposed or at lower prices in this Formal Solicitation. 1.34 EVALUATION OF RESPONSES A. Rejection of Responses The City may reject a Response for any of the following reasons: 1) Proposer fails to acknowledge receipt of addenda; 2) Proposer misstates or conceals any material fact in the Response; 3) Response does not conform to the requirements of the Formal Solicitation; 4) Response requires a conditional award that conflicts with the method of award; 5) Response does not include required samples, certificates, licenses as required; and 6) Response was not executed by the Proposer's authorized agent. The foregoing is not an all-inclusive list of reasons for which a Response may be rejected. The City may reject and re - advertise for all or any part of the Formal Solicitation whenever it is deemed in the best interest of the City. B. Elimination from Consideration 1) A contract shall not be awarded to any person or firm which is in arrears to the City upon any debt or contract, or which is in default on a bid, payment/ performance, bond they have submitted or as the surety bond or certificate furnished has not performed despite demand they do so or otherwise upon any obligation to the City. 2) A contract may not be awarded to any person or firm which has failed to perform under the terms and conditions of any previous contract with the City or deliver on time contracts of a similar nature. 3) A contract may not be awarded to any person or firm which has been debarred by the City in accordance with the City's Debarment and Suspension Ordinance. C. Determination of Responsibility 1) Responses will only be considered from entities who are regularly engaged in the business of providing the goods/equipment/services required by the Formal Solicitation. Proposer must be able to demonstrate a satisfactory record of performance and integrity; and, have sufficient financial, material, equipment, facility, personnel resources, and expertise to meet all contractual requirements. The terms "equipment and organization" as used herein shall be construed to mean a fully equipped and well -established entity in line with the best industry practices in the industry as determined by the City. 2) The City may consider any evidence available regarding the financial, technical and other qualifications and abilities of a Proposer, including past performance (experience) with the City or any other governmental entity in making the Request for Proposals (RFP) 1471386 award. 3) The City may require the Proposer(s) to show proof that they have been designated as an authorized representative of a manufacturer or supplier which is the actual source of supply, if required by the Formal Solicitation. 1.35 EXCEPTIONS TO GENERAL AND/OR SPECIAL CONDITIONS OR SPECIFICATIONS - Exceptions to the specifications shall be listed in the Response and shall reference the section. Any exceptions to the General or Special Conditions shall be cause for the bid (IFB) to be considered non -responsive. It also may be cause for a RFP, RFQ, or RFLI to be considered non -responsive; and, if exceptions are taken to the terms and conditions of the resulting agreement it may lead to terminating negotiations. 1.36 F.O.B. DESTINATION - Unless otherwise specified in the Formal Solicitation, all prices quoted/proposed by the Proposer must be F.O.B. DESTINATION, inside delivery, with all delivery costs and charges included in the bid/proposal price, unless otherwise specified in this Formal Solicitation. Failure to do so may be cause for rejection of bid/proposal. 1.37 FIRM PRICES - The Proposer warrants that prices, terms, and conditions quoted in its response will be firm throughout the duration of the contract unless otherwise specified in the Formal Solicitation. Such prices will remain firm for the period of performance or resulting purchase orders or contracts, which are to be performed or supplied over a period of time. 1.38 FLORIDA MINIMUM WAGE AND CITY OF MIAMI LIVING WAGE ORDINANCE - A. Florida Minimum Wage. In accordance with the Constitution of the State of Florida, Article X, Section 24, employers shall pay employee wages no less than the minimum wage for all hours worked in Florida. Accordingly, it is the Successful Proposer's/Contractor's and their subcontractor's responsibility to understand and comply with this Florida minimum wage requirement and pay its employees the current established hourly minimum wage rate. This minimum wage rate is subject to change or adjusted by the rate of inflation using the consumer price index ("CPI") for urban wage earners and clerical workers, CPI-W, or a successor index as calculated by the United States Department of Labor. Each adjusted minimum wage rate calculated, shall be determined and published by the Agency Workforce Innovation on September 30th of each year and take effect on the following January 1st. It is the Proposer's and their subcontractor's (if applicable), full responsibility to determine whether any of their employees may be impacted by this Florida Minimum Wage Law, at any given point in time during the term of the Bid Contract. If impacted, Proposer must provide, with its bid, employee name(s), job title(s), job description(s), and current pay rate(s). Failure to submit this information at the time of bid submittal constitute Successful Proposer's/Contractor's acknowledgement and understanding that the Florida Minimum Wage Law will not impact its prices throughout the term of the Bid Contract, and a waiver of any contractual price increase request(s). The City reserves the right to request and the Successful Proposer/Contractor must provide for any, and all information to make a wage and contractual price increase(s) determination B. City of Miami Living Wage Ordinance. The City of Miami adopted a Living Wage Ordinance for City Service Contracts with a total contract value exceeding $100,000 annually, and that have been competitively solicited and awarded on, or after January 1, 2017, by the City. "Service Contract" means a contract to provide services to the City, excluding, however, professional services as defined by the "Consultants Competitive Negotiation Act" set forth in F.S. § 287.055, and Section 18-87 of the City Code, and/or the other exclusions provided by Section 18-557 of the City Code. If a solicitation requires services, effective on January 1, 2017, Contractors must pay to all its employees, who provide Request for Proposals (RFP) 1471386 services, a living wage of no less than $15.00 per hour without health benefits; or a wage of no less than $13.19 an hour, with health benefits. This language is only a summary of the key provisions of the City of Miami Living Wage Ordinance. Please review Section 18-557 of the City Code for a complete and thorough description of the City of Miami Living Wage Ordinance. 1.39 GOVERNING LAW AND VENUE - The validity and effect of this Contract shall be governed by the laws of the State of Florida. The parties agree that any action, mediation or arbitration arising out of this Contract shall take place in Miami -Dade County, Florida. In any action or proceeding each party shall bear their own respective attorney's fees. 1.40 HEADINGS AND TERMS - The headings to the various paragraphs of this Contract have been inserted for convenient reference only and shall not in any manner be construed as modifying, amending or affecting in any way the expressed terms and provisions hereof. 1.41 HEALTH INSURANCE PORTABILITY AND ACCOUNTABILITY ACT (HIPPA) - Any person or entity that performs or assists the City of Miami with a function or activity involving the use or disclosure of "individually identifiable health information (IIHI) and/or Protected Health Information (PHI) shall comply with the Health Insurance Portability and Accountability Act (HIPAA) of 1996 and the City of Miami Privacy Standards. HIPAA mandates for privacy, security and electronic transfer standards, which include but are not limited to: A. Use of information only for performing services required by the contract or as required by law; B. Use of appropriate safeguards to prevent non -permitted disclosures; C. Reporting to the City of Miami of any non -permitted use or disclosure; D. Assurances that any agents and subcontractors agree to the same restrictions and conditions that apply to the Proposer and reasonable assurances that IIHI/PHI will be held confidential; E Making Protected Health Information (PHI) available to the customer; F. Making PHI available to the customer for review and amendment; and incorporating any amendments requested by the customer; G. Making PHI available to the City of Miami for an accounting of disclosures; and H. Making intemal practices, books and records related to PHI available to the City of Miami for compliance audits. PHI shall maintain its protected status regardless of the form and method of transmission (paper records, and/or electronic transfer of data). The Proposer must give its customers written notice of its privacy information practices including specifically, a description of the types of uses and disclosures that would be made with protected health information. 1.42 INDEMNIFICATION - Contractor shall indemnify, hold/save harmless and defend at its own costs and expense the City, its officials, officers, agents, directors, and employees, from liabilities, damages, losses, and costs, including, but not limited to reasonable attorney's fees, to the extent caused by the negligence, recklessness or intentional wrongful misconduct of Contractor and persons employed or utilized by Contractor in the performance of this Contract and will indemnify, hold harmless and defend the City, its officials, officers, agents, directors and employees against, any civil actions, statutory or similar claims, injuries or damages arising or resulting from the permitted work, even if it is alleged that the City, its officials and/or employees were negligent. These indemnifications shall survive the term of this Contract. Request for Proposals (RFP) 1471386 In the event that any action or proceeding is brought against City by reason of any such claim or demand, Contractor shall, upon written notice from City, resist and defend such action or proceeding by counsel satisfactory to City. The Contractor expressly understands and agrees that any insurance protection required by this Contract or otherwise provided by Contractor shall in no way limit the responsibility to indemnify, keep and save harmless and defend the City or its officers, employees, agents and instrumentalities as herein provided. The indemnification provided above shall obligate Contractor to defend at its own expense to and through appellate, supplemental or bankruptcy proceeding, or to provide for such defense, at City's option, any and all claims of liability and all suits and actions of every name and description which may be brought against City whether performed by Contractor, or persons employed or utilized by Contractor. This indemnity will survive the cancellation or expiration of the Contract. This indemnity will be interpreted under the laws of the State of Florida, including without limitation and which conforms to the limitations of §725.06 and/or §725.08, Fla. Statues, as amended from time to time as applicable. Contractor shall require all Sub -Contractor agreements to include a provision that they will indemnify the City. The Contractor 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 Contractor in which the City participated either through review or concurrence of the Contractor's actions. In reviewing, approving or rejecting any submissions by the Contractor or other acts of the Contractor, the City in no way assumes or shares any responsibility or liability of the Contractor or Sub -Contractor, under this Agreement. 1.43 FORMATION AND DESCRIPTIVE LITERATURE - Proposer must furnish all information requested in the spaces provided in the Formal Solicitation. Further, as may be specified elsewhere, each Proposer must submit for evaluation, cuts, sketches, descriptive literature, technical specifications, and Material Safety Data Sheets (MSDS)as required, covering the products offered. Reference to literature submitted with a previous response or on file with the Buyer will not satisfy this provision. 1.44 INSPECTIONS - The City may, at reasonable times during the term hereof, inspect Contractor's facilities and perform such tests, as the City deems reasonably necessary, to determine whether the goods and/or services required to be provided by the Contractor under this Contract conform to the terms and conditions of the Formal Solicitation. Contractor shall make available to the City all reasonable facilities and assistance to facilitate the performance of tests or inspections by City representatives. All tests and inspections shall be subject to, and made in accordance with, the provisions of the City of Miami Ordinance No. 12271 (Section 18-79), as same may be amended or supplemented from time to time. 1.45 INSPECTION OF RESPONSE - Responses received by the City pursuant to a Formal Solicitation will not be made available until such time as the City provides notice of a decision or intended decision or within 30 days after bid closing, whichever is earlier. Bid/Proposal results will be tabulated and may be furnished upon request via fax or e-mail to the Sr. Procurement Specialist issuing the Solicitation. Tabulations also are available on the City's Web Site following recommendation for award. 1.46 INSURANCE - Within ten (10) days after receipt of Notice of Award, the successful Contractor shall furnish Evidence of Insurance to the Purchasing Department, if applicable. Submitted evidence of coverage shall demonstrate strict compliance to all requirements listed on the Special Conditions entitled "Insurance Requirements". The City shall be listed as an "Additional Insured." Issuance of a Purchase Order is contingent upon the receipt of proper insurance documents. If the insurance certificate is received within the specified time frame but not in the manner prescribed in this Solicitation the Contractor shall be Request for Proposals (RFP) 1471386 verbally notified of such deficiency and shall have an additional five (5) calendar days to submit a corrected certificate to the City. If the Contractor fails to submit the required insurance documents in the manner prescribed in this Solicitation within fifteen (15) calendar days after receipt Notice of Award, the contractor shall be in default of the contractual terms and conditions and shall not be awarded the contract. Under such circumstances, the Proposer may be prohibited from submitting future responses to the City. Information regarding any insurance requirements shall be directed to the Risk Administrator, Department of Risk Management, at 444 SW 2nd Avenue, 9th Floor, Miami, Florida 33130, 305-416- 1604. The Proposer shall be responsible for assuring that the insurance certificates required in conjunction with this Section remain in effect for the duration of the contractual period; including any and all option terms that may be granted to the Proposer. 1.47 INVOICES - Invoices shall contain purchase order number and details of goods and/or services delivered (i.e. quantity, unit price, extended price, etc.); and in compliance with Chapter 218 of the Florida Statutes (Prompt Payment Act). 1.48 LOCAL PREFERENCE A. City Code Section 18-85, states, "when a responsive, responsible non -local bidder submits the lowest bid price, and the bid submitted by one or more responsive, responsible local bidders who maintain a local office, as defined in Section 18-73, is within fifteen percent (15%) of the price submitted by the non -local bidder, then that non -local bidder and each of the aforementioned responsive, responsible local bidders shall have the opportunity to submit a best and final bid equal to or lower than the amount of the low bid previously submitted by the non -local bidder. Contract award shall be made to the lowest responsive, responsible bidder submitting the lowest best and final bid. In the case of a tie in the best and final bid between a local bidder and a non -local bidder, contract award shall be made to the local bidder." B. City Code Section 18-86, states, "the RFP, RFLI or RFQ, as applicable, may, in the exercise of the reasonable professional discretion of the City Manager, director of the using agency, and the Chief Procurement Officer, include a five (5%) percent evaluation criterion in favor of proposers who maintain a local office, as defined in Section 18-73. In such cases, this five (5%) percent evaluation criterion in favor of proposers who maintain a local office will be specifically defined in the RFP, RFLI or RFQ, as applicable; otherwise, it will not apply. 1.49 MANUFACTURER'S CERTIFICATION - The City reserves the right to request from Proposers a separate Manufacturer's Certification of all statements made in the bid/proposal. Failure to provide such certification may result in the rejection of bid/proposal or termination of contract/agreement, for which the Proposer must bear full liability. 1.50 MODIFICATIONS OR CHANGES IN PURCHASE ORDERS AND CONTRACTS - No contract or understanding to modify this Formal Solicitation and resultant purchase orders or contracts, if applicable, shall be binding upon the City unless made in writing by the Director of Procurement of the City of Miami, Florida through the issuance of a change order, addendum, amendment, or supplement to the contract, purchase order or award sheet as appropriate. 1.51 MOST FAVORED NATIONS - Successful Proposer shall not treat the City of Miami ("City") worse than any other similarly -situated local government and, in this regard, grants the City a "most favored nations clause" meaning the City will be entitled to receive and be governed by the most favorable terms and conditions that Successful Proposer grants now or in the future to a similarly situated local government. 1.52 NO PARTNERSHIP OR JOINT VENTURE - Nothing contained in this Contract will be deemed or construed to create a partnership or joint venture between the City of Miami and Contractor, or to create any other similar relationship between the parties. Request for Proposals (RFP) 1471386 1.53 NONCONFORMANCE TO CONTRACT CONDITIONS - Items may be tested for compliance with specifications under the direction of the Florida Department of Agriculture and Consumer Services or by other appropriate testing Laboratories as determined by the City. The data derived from any test for compliance with specifications is public record and open to examination thereto in accordance with Chapter 119, Florida Statutes. Items delivered not conforming to specifications may be rejected and returned at Proposer's expense. These non- conforming items not delivered as per delivery date in the response and/or Purchase Order may result in Proposer being found in default in which event any and all re -procurement costs may be charged against the defaulted contractor. Any violation of these stipulations may also result in the supplier's name being removed from the City of Miami's Supplier's list. 1.54 NONDISCRIMINATION - Successful Bidder shall not unlawfully discriminate against any person in its operations and activities or in its use or expenditure of funds in fulfilling its obligations under this Agreement. Successful Bidder shall affirmatively comply with all applicable provisions of the Americans with Disabilities Act (ADA) in the course of providing any services funded by City, including Titles I and II of the ADA (regarding nondiscrimination on the basis of disability), and all applicable regulations, guidelines, and standards. In addition, Successful Bidder shall take affirmative steps to ensure nondiscrimination in employment against disabled persons. Successful Bidder affirms that it shall not discriminate as to race, age, religion, color, gender, gender identity, sexual orientation, national origin, marital status, physical or mental disability, political affiliation, or any other factor which cannot be lawfully used in connection with its performance under the Formal Solicitation. Furthermore, Successful Bidder affirms that no otherwise qualified individual shall solely by reason of their race, age, religion, color, gender, gender identity, sexual orientation, national origin, marital status, physical or mental disability, political affiliation, or any other factor which cannot be lawfully used, be excluded from the participation in, be denied benefits of, or be subjected to, discrimination under any program or activity. In connection with the conduct of its business, including performance of services and employment of personnel, Successful Bidder shall not discriminate against any person on the basis of race, age, religion, color, gender, gender identity, sexual orientation, national origin, marital status, physical or mental disability, political affiliation, or any other factor which cannot be lawfully used. All persons having appropriate qualifications shall be afforded equal opportunity for employment. 1.55 NON-EXCLUSIVE CONTRACT/ PIGGYBACK PROVISION - At such times as may serve its best interest, the City of Miami reserves the right to advertise for, receive, and award additional contracts for these herein goods and/or services, and to make use of other competitively bid (governmental) contracts, agreements, or other similar sources for the purchase of these goods and/or services as may be available. It is hereby agreed and understood that this formal solicitation does not constitute the exclusive rights of the successful Proposer(s) to receive all orders that may be generated by the City in conjunction with this Formal Solicitation. In addition, any and all commodities, equipment, and services required by the City in conjunction with construction projects are solicited under a distinctly different solicitation process and shall not be purchased under the terms, conditions and awards rendered under this solicitation, unless such purchases are determined to be in the best interest of the City. 1.56 NOTICE REGARDING "CURES" - Proposals submitted with irregularities, deficiencies, and/or technicalities that deviate from the minimum qualifications and submission requirements of Request for Qualifications (RFQ), Request for Proposals (RFP), Invitation to Bid (ITB), Invitation for Bids (IFB), Invitation to Quote (ITQ), Requests for Letters of Interest (RFLI) and Request for Sponsorships (RFS) shall result in a non -responsive determination. Any solicitation issued after May 6, 2019, shall comply with APM 2-19. APM 2-19 is attached hereto. Only minor irregularities, deficiencies, and technicalities may be allowed to be timely cured by the proposer at the sole discretion of the city. material irregularities, deficiencies, and technicalities cannot be cured by the proposer, and are not waivable by the city. Request for Proposals (RFP) 1471386 PROPOSALS SUBMITTED WITH IRREGULARITIES, DEFICIENCIES, AND/OR TECHNICALITIES THAT DEVIATE FROM THE MINIMUM QUALIFICATIONS AND SUBMISSION REQUIREMENTS OF THIS RFP/Q SHALL RESULT IN A NON -RESPONSIVE DETERMINATION. The City will not give consideration to the curing of any Proposals that fail to meet the minimum qualifications and submission requirements of this RFP/Q. Proposer understands that non -responsive Proposals will not be evaluated and, therefore, will be eliminated from the Evaluation/Selection Process. 1.57 OCCUPATIONAL LICENSE - Any person, firm, corporation or joint venture, with a business location in the City of Miami and is submitting a Response under this Formal Solicitation shall meet the City's Occupational License Tax requirements in accordance with Chapter 31.1, Article I of the City of Miami Charter. Others with a location outside the City of Miami shall meet their local Occupational License Tax requirements. A copy of the license must be submitted with the response; however, the City may at its sole option and in its best interest allow the Proposer to supply the license to the City during the evaluation period, but prior to award. 1.58 ONE PROPOSAL - Only one (1) Response from an individual, firm, partnership, corporation or joint venture will be considered in response to this Formal Solicitation. 1.59 OWNERSHIP OF DOCUMENTS - It is understood by and between the parties that any documents, records, files, or any other matter whatsoever which is given by the City to the successful Proposer pursuant to this formal solicitation shall at all times remain the property of the City and shall not be used by the Proposer for any other purposes whatsoever without the written consent of the City. 1.60 PARTIAL INVALIDITY - If any provision of this Contract or the application thereof to any person or circumstance shall to any extent be held invalid, then the remainder of this Contract or the application of such provision to persons or circumstances other than those as to which it is held invalid shall not be affected thereby, and each provision of this Contract shall be valid and enforced to the fullest extent permitted by law. 1.61 PERFORMANCE/PAYMENT BOND - A Contractor may be required to furnish a Performance/Payment Bond as part of the requirements of this Contract, in an amount equal to one hundred percent (100%) of the contract price. 1.62 PREPARATION OF RESPONSES - Proposers are expected to examine the specifications, required delivery, drawings, and all special and general conditions. All bid/proposed amounts, if required, shall be either typewritten or entered into the space provided with ink. Failure to do so will be at the Proposer's risk. A. Each Proposer shall furnish the information required in the Formal Solicitation. The Proposer shall sign the Response and print in ink or type the name of the Proposer, address, and telephone number on the face page and on each continuation sheet thereof on which he/she makes an entry, where required. B. If so required, the unit price for each unit offered shall be shown, and such price shall include packaging, handling and shipping, and F.O.B. Miami delivery inside City premises unless otherwise specified. Proposer shall include in the response all taxes, insurance, social security, workers' compensation, and any other benefits normally paid by the Proposer to its employees. If applicable, a unit price shall be entered in the "Unit Price" column for each item. Based upon estimated quantity, an extended price shall be entered in the "Extended Price" column for each item offered. In case of a discrepancy between the unit price and extended price, the unit price will be presumed correct. C. The Proposer must state a definite time, if required, in calendar days for delivery of goods and/or services. D. The Proposer should retain a copy of all response documents for future reference. Request for Proposals (RFP) 1471386 E. All responses, as described, must be fully completed and typed or printed in ink and must be signed in ink with the fima's name and by an officer or employee having authority to bind the company or firm by his/her signature. Bids/Proposals having any erasures or corrections must be initialed in ink by person signing the response or the response may be rejected. F. Responses are to remain valid for at least 180 days. Upon award of a contract, the content of the Successful Proposer's response may be included as part of the contract, at the City's discretion. G. The City of Miami's Response Forms shall be used at all times. Use of any other forms will result in the rejection of the response. ANY REQUIRED ATTACHMENTS PROVIDED BY THE CITY MUST BE RETURNED TO THE CITY OR YOUR RESPONSE SHALL BE DEEMED NON -RESPONSIVE. 1.63 PRICE ADJUSTMENTS - Any price decrease effectuated during the contract period either by reason of market change or on the part of the contractor to other customers shall be passed on to the City of Miami. 1.64 PRODUCT SUBSTITUTES - In the event a particular good (that has been awarded and approved) becomes unavailable during the term of the Contract, the Contractor awarded that item may arrange with the City's authorized representative(s) to supply a substitute product at the awarded price or lower, provided that a sample is approved in advance of delivery and that the new product meets or exceeds all quality requirements. 1.65 CONFLICT OF INTEREST, AND UNETHICAL BUSINESS PRACTICE PROHIBITIONS - Contractor represents and warrants to the City that it has not employed or retained any person or company employed by the City to solicit or secure this Contract and that it has not offered to pay, paid, or agreed to pay any person any fee, commission, percentage, brokerage fee, or gift of any kind contingent upon or in connection with, the award of this Contract. 1.66 PROMPT PAYMENT - Proposers may offer a cash discount for prompt payment; however, discounts shall not be considered in determining the lowest net cost for response evaluation purposes. Proposers are required to provide their prompt payment terms in the space provided on the Formal Solicitation. If no prompt payment discount is being offered, the Proposer must enter zero (0) for the percentage discount to indicate no discount. If the Proposer fails to enter a percentage, it is understood and agreed that the terms shall be 2% 20 days, effective after receipt of invoice or final acceptance by the City, whichever is later. When the City is entitled to a cash discount, the period of computation will commence on the date of delivery, or receipt of a correctly completed invoice, whichever is later. If an adjustment in payment is necessary due to damage, the cash discount period shall commence on the date final approval for payment is authorized. If a discount is part of the contract, but the invoice does not reflect the existence of a cash discount, the City is entitled to a cash discount with the period commencing on the date it is determined by the City that a cash discount applies. Price discounts off the original prices quoted on the Price Sheet will be accepted from successful Proposers during the term of the contract. 1.67 PROPERTY - Property owned by the City of Miami is the responsibility of the City of Miami. Such property furnished to a Contractor for repair, modification, study, etc., shall remain the property of the City of Miami Damages to such property occurring while in the possession of the Contractor shall be the responsibility of the Contractor. Damages occurring to such property while in route to the City of Miami shall be the responsibility of the Contractor. In the event that such property is destroyed or declared a total loss, the Contractor shall be responsible for replacement value of the property at the current market value, less depreciation of the property, if any. Request for Proposals (RFP) 1471386 1.68 PROVISIONS BINDING - Except as otherwise expressly provided in the resulting Contract, all covenants, conditions and provisions of the resulting Contract shall be binding upon and shall inure to the benefit of the parties hereto and their respective heirs, legal representatives, successors and assigns. 1.69 PUBLIC ENTITY CRIMES - A person or affiliate who has been placed on the convicted vendor list, following a conviction for a public entity crime may not: A. Submit a Bid to provide any goods or services to a public entity. B. Submit a Bid on a contract with a public entity for the construction or repair of a public building or public work. C. Submit responses on leases of real property to a public entity. D. Be awarded or perform work as a contractor, supplier, subcontractor, or consultant under a contract with any public entity. E. Transact business with any public entity in excess of the threshold amount provided in Section 287.017, CATEGORY TWO for a period of 36 months from the date of being placed on the convicted vendor list. 1.70 PUBLIC RECORDS - Proposer understands that the public shall have access, at all reasonable times, to all documents and information pertaining to City contracts, subject to the provisions of Chapter 119, Florida Statutes, and City Code, Section 18, Article III, and agrees to allow access by the City and the public, to all documents subject to disclosure under applicable law. Successful Proposer shall additionally comply with the provisions of Section 119.0701, Florida Statutes, titled "Contracts; public records". Proposer shall additionally comply with Section 119.0701, Florida Statutes, including without limitation: A. Keep and maintain public records that ordinarily and necessarily would be required by the City to perform this service. B. Provide the public with access to public records on the same terms and conditions as the City would at the cost provided by Chapter 119, Florida Statutes, or as otherwise provided by law. C. Ensure that public records that are exempt or confidential and exempt from disclosure are not disclosed except as authorized by law. D. Meet all requirements for retaining public records and transfer, at no cost, to the City all public records in its possession upon termination of this Agreement and destroy any duplicate public records that are exempt or confidential and exempt from disclosure requirements. E. All electronically stored public records must be provided to the City in a format compatible with the City's information technology systems. IF THE CONSULTANT HAS QUESTIONS REGARDING THE APPLICATION OF CHAPTER 119, FLORIDA STATUTES, TO THE CONSULTANT'S DUTY TO PROVIDE PUBLIC RECORDS RELATING TO THIS AGREEMENT, CONTACT THE DIVISION OF PUBLIC RECORDS AT (305) 416-1800, VIA EMAIL AT PUBLICRECORDS@MIAMIGOV.COM, OR REGULAR MAIL AT CITY OF MIAMI OFFICE OF THE CITY ATTORNEY, 444 SW 2ND AVENUE, 9TH FL, MIAMI, FL 33130. THE CONSULTANT MAY ALSO CONTACT THE RECORDS CUSTODIAN AT THE CITY OF MIAMI DEPARTMENT WHO IS ADMINISTERING THIS CONTRACT. Request for Proposals (RFP) 1471386 1.71 QUALITY OF GOODS, MATERIALS, SUPPLIES, PRODUCTS, AND EQUIPMENT - All materials used in the manufacturing or construction of supplies, materials, or equipment covered by this solicitation shall be new. The items bid/proposed must be of the latest make or model, of the best quality, and of the highest grade of workmanship, unless as otherwise specified in this Solicitation. 1.72 QUALITY OF WORK/SERVICES - The work/services performed must be of the highest quality and workmanship. Materials furnished to complete the service shall be new and of the highest quality except as otherwise specified in this Solicitation. 1.73 REMEDIES PRIOR TO AWARD (Sec. 18-106) - If prior to Contract award it is determined that a formal solicitation or proposed award is in violation of law, then the solicitation or proposed award shall be cancelled by the City Commission, the City Manager or the Chief Procurement Officer, as may be applicable, or revised to comply with the law. 1.74 RESOLUTION OF CONTRACT DISPUTES (Sec. 18-105) A. Authority to resolve Contract disputes. The City Manager, after obtaining the approval of the City Attorney, shall have the authority to resolve disputes between the Proposer and the City which arise under, or by virtue of, a Contract between them; provided that, in cases involving an amount greater than $25,000, the City Commission must approve the City Manager's decision. Such authority extends, without limitation, to disputes based upon breach of Contract, mistake, misrepresentation, or lack of complete performance, and shall be invoked by a Contractual Party by submission of a protest to the City Manager. B. Contract dispute decisions. If a dispute is not resolved by mutual consent, the City Manager shall promptly render a written report stating the reasons for the action taken by the City Commission, or the City Manager, which shall be final and conclusive. A copy of the decision shall be immediately provided to the protesting party, along with a notice of such party's right to seek judicial relief, provided that the protesting party shall not be entitled to such judicial relief without first having followed the procedure set forth in this Section. 1.75 RESOLUTION OF PROTESTED SOLICITATIONS AND AWARDS (SECTION 18-104): Right to protest. The following procedures shall be used for resolution of protested solicitations and awards except for purchases of goods, supplies, equipment, and services, the estimated cost of which does not exceed $25,000.00. Protests thereon shall be governed by the administrative policies and procedures of purchasing. Protest of solicitation. a. Any prospective proposer who perceives itself aggrieved in connection with the solicitation of a contract may protest to the chief procurement officer. A written notice of intent to file a protest shall be filed with the chief procurement officer within three days after the request for proposals, request for qualifications or request for letters of interest is published in a newspaper of general circulation. A notice of intent to file a protest is considered filed when received by the chief procurement officer; or b. Any prospective bidder who intends to contest bid specifications or a bid solicitation may protest to the chief procurement officer. A written notice of intent to file a protest shall be filed with the chief procurement officer within three days after the bid solicitation is published in a newspaper of general circulation. A notice of intent to file a protest is considered filed when received by the chief procurement officer. Request for Proposals (RFP) 1471386 Protest of award. a. Any actual proposer who perceives itself aggrieved in connection with the recommended award of contract may protest to the chief procurement officer. A written notice of intent to file a protest shall be filed with the chief procurement officer within two days after receipt by the proposer of the notice of the city manager's recommendation for award of contract. The receipt by proposer of such notice shall be confirmed by the city by facsimile or electronic mail or U S mail, return receipt requested. A notice of intent to file a protest is considered filed when received by the chief procurement officer; or b. Any actual responsive and responsible bidder whose bid is lower than that of the recommended bidder may protest to the chief procurement officer. A written notice of intent to file a protest shall be filed with the chief procurement officer within two days after receipt by the bidder of the notice of the city's determination of non -responsiveness or non - responsibility. The receipt by bidder of such notice shall be confirmed by the city by facsimile or electronic mail or U.S. mail, return receipt requested. A notice of intent to file a protest is considered filed when received by the chief procurement officer. c. A written protest based on any of the foregoing must be submitted to the chief procurement officer within five days after the date the notice of protest was filed. A written protest is considered filed when received by the chief procurement officer. The written protest may not challenge the relative weight of the evaluation criteria or the formula for assigning points in making an award determination. The written protest shall state with particularity the specific facts and law upon which the protest of the solicitation or the award is based and shall include all pertinent documents and evidence and shall be accompanied by the required filing fee as provided in subsection (f). This shall form the basis for review of the written protest and no facts, grounds, documentation or evidence not contained in the protester's submission to the chief procurement officer at the time of filing the protest shall be permitted in the consideration of the written protest. No time will be added to the above limits for service by mail. In computing any period of time prescribed or allowed by this section, the day of the act, event or default from which the designated period of time begins to run shall not be included. The last day of the period so computed shall be included unless it is a Saturday, Sunday or legal holiday in which event the period shall run until the end of the next day which is neither a Saturday, Sunday or legal holiday. Intermediate Saturdays, Sundays and legal holidays shall be excluded in the computation of the time for filing. Authority to resolve protests; hearing officer(s). Hearing officers appointed by the city shall have authority to resolve protests filed under this chapter of the City Code. The city manager shall appoint a hearing officer, from a separate list of potential hearing officers pre -approved by the city commission, to resolve protests filed in accordance with this section, no later than five working days following the filing of a bid protest. The hearing officer shall have the authority to settle and resolve any written protest. The hearing officer shall submit said decision to the protesting party and to the other persons specified within ten days after he/she holds a hearing under the protest. (1) Hearing officer. The hearing officer may be a special master as defined in chapter 2, article X, section 2-811 of the City Code, or a lawyer in good standing with the Florida Bar for a minimum of ten years with a preference given to a lawyer who has served as an appellate or trial court judge. The hearing officer may be appointed from alternative sources (e.g. expert consulting agreements, piggyback contracts, etc.) where the city commission adopts a recommendation of the city attorney that such action is necessary to achieve fairness in the proceedings. The engagement of hearing officers is excluded from the procurement ordinance as legal services. The hearing officers appointed in the pre -qualified group Request for Proposals (RFP) 1471386 should be scheduled to hear protests on a rotational basis. (2) Right of protest. Any actual bidder or proposer who has standing under Florida law dissatisfied and aggrieved with the decision of the city regarding the protest of a solicitation or the protest of an award as set forth above in this section may request a protest hearing. Such a written request for a protest hearing must be initiated with a notice of intent to protest followed by an actual protest as provided in subsection 18-104(a). The notice of intent to protest and the actual protest must each be timely received by the chief procurement officer and must comply with all requirements set forth in subsection 18-104(a). Failure to submit the required notice of intent to protest and the actual protest within the specified timeframes will result in an administrative dismissal of the protest. (3) Hearing date. Within 30 days of receipt of the notice of protest, the chief procurement officer shall schedule a hearing before a hearing officer, at which time the person protesting shall be given the opportunity to demonstrate why the decision of the city relative to the solicitation or the award, which may include a recommendation for award by the city manager to the city commission, as applicable, should be overturned. The party recommended for award, if it is a protest of award, shall have a right to intervene and be heard. (4) Hearing procedure. The procedure for any such hearing conducted under this article shall be as follows: a. The city shall cause to be served by certified mail a notice of hearing stating the time, date, and place of the hearing. The notice of hearing shall be sent by certified mail, return receipt requested, to the mailing address of the protester. b. The party, any intervenor, and the city shall each have the right to be represented by counsel, to call and examine witnesses, to introduce evidence, to examine opposing or rebuttal witnesses on any relevant matter related to the protest even though the matter was not covered in the direct examination, and to impeach any witness regardless of which party first called him/her to testify. The hearing officer may extend the deadline for completion of the protest hearing for good cause shown, but such an extension shall not exceed an additional five business days. The hearing officer shall consider the written protest and supporting documents and evidence appended thereto, supporting documents or evidence from any intervenor, and the decision or recommendation as to the solicitation or award being protested, as applicable. The protesting party, and any intervenor, must file all pertinent documents supporting his/her protest or motion to intervene at least five business days before the hearing, as applicable. The hearing officer shall allow a maximum of two hours for the protest presentation and a maximum of two hours for the city response. When there is an intervenor, a maximum of two hours will be added for the intervenor. In the event of multiple protests for the same project, the hearing officer shall allocate time as necessary to ensure that the hearing shall not exceed a total of one day. c. The hearing officer shall consider the evidence presented at the hearing. In any hearing before the hearing officer, irrelevant, immaterial, repetitious, scandalous, or frivolous evidence shall be excluded. All other evidence of a type commonly relied upon by reasonably prudent persons in the conduct of their affairs shall be admissible whether or not such evidence would be admissible in trial in the courts of Florida. The hearing officer may also require written summaries, proffers, affidavits, and other documents the hearing officer determines to be necessary to conclude the hearing and issue a final order within the time limits set forth by this section. d. The hearing officer shall determine whether procedural due process has been afforded, whether the essential requirements of law have been observed, and whether the decision was arbitrary, capricious, an abuse of discretion, or unsupported by substantial evidence as a whole. Substantial evidence means such relevant evidence as a reasonable mind might accept as adequate to support a conclusion. e. Within ten days from the date of the hearing, the hearing officer shall complete and submit to the City Manager, the City Attorney, any intervenor, the Chief Procurement Officer, and the person requesting said hearing a final order Request for Proposals (RFP) 1471386 consisting of his/her findings of fact and conclusions of law as to the denial or granting of the protest, as applicable. f. The decisions of the hearing officer are final in terms of city decisions relative to the protest. Any appeal from the decision of the hearing officer shall be in accordance with the Florida Rules of Appellate Procedure. Compliance with filing requirements. Failure of a party to timely file either the notice of intent to file a protest or the written protest, together with the required filing fee as provided in subsection (f), with the chief procurement officer within the time provided in subsection (a), above, shall constitute a forfeiture of such party's right to file a protest pursuant to this section. The protesting party shall not be entitled to seek judicial relief without first having followed the procedure set forth in this section. Stay of procurements during protests. Upon receipt of a written protest filed pursuant to the requirements of this section, the city shall not proceed further with the solicitation or with the award of the contract until the protest is resolved by the chief procurement officer or the city commission as provided in subsection (b) above, unless the city manager makes a written determination that the solicitation process or the contract award must be continued without delay in order to avoid an immediate and serious danger to the public health, safety or welfare. Costs. All costs accruing from a protest shall be assumed by the protestor. Filing fee. The written protest must be accompanied by a filing fee in the form of a money order or cashier's check payable to the city in an amount equal to one percent of the amount of the bid or proposed contract, or $5,000.00, whichever is less, which filing fee shall guarantee the payment of all costs which may be adjudged against the protestor in any administrative or court proceeding. If a protest is upheld by the chief procurement officer and/or the city commission, as applicable, the filing fee shall be refunded to the protestor less any costs assessed under subsection above. If the protest is denied, the filing fee shall be forfeited to the city in lieu of payment of costs for the administrative proceedings as prescribed by subsection (e) above. (Ord. No. 12271, § 2, 8-22-02; Ord. No. 13629, § 2, 9-8-16). 1.76 SAMPLES - Samples of items, when required, must be submitted within the time specified at no expense to the City. If not destroyed by testing, Proposer(s) will be notified to remove samples, at their expense, within 30 days after notification. Failure to remove the samples will result in the samples becoming the property of the City. 1.77 SELLING, TRANSFERRING OR ASSIGNING RESPONSIBILITIES - Proposer shall not sell, assign, transfer or subcontract at any time during the term of the Contract, or any part of its operations, or assign any portion of the performance required by this contract, except under and by virtue of written permission granted by the City through the proper officials, which may be withheld or conditioned, in the City's sole discretion. 1.78 SERVICE AND WARRANTY - When specified, the Proposer shall define all warranty, service and replacements that will be provided. Proposer must explain on the Response to what extent warranty and service facilities are available. A copy of the manufacturer's warranty, if applicable, should be submitted with your response. 1.79 SILENCE OF SPECIFICATIONS - The apparent silence of these specifications and any supplemental Request for Proposals (RFP) 1471386 specification as to any detail or the omission from it of detailed description concerning any point shall be regarded as meaning that only the best commercial practices are to prevail and that only materials of first quality and correct type, size and design are to be used. All workmanship and services are to be first quality. All interpretations of these specifications shall be made upon the basis of this statement. If your firm has a current contract with the State of Florida, Department of General Services, to supply the items on this solicitation, the Proposer shall quote not more than the contract price; failure to comply with this request will result in disqualification of proposal. 1.80 SUBMISSION AND RECEIPT OF RESPONSES - Electronic Proposal submittals to this RFP are to be submitted through the Periscope S2G Electronic Bidding System f/k/a BidSync ("Periscope") until the date and time as indicated in the Solicitation. The responsibility for submitting a Proposal on/or before the stated closing time and date is solely and strictly the responsibility of the Proposer. The City will in no way be responsible for delays caused by technical difficulties or caused by any other occurrence. Electronic Proposal submissions may require the uploading of electronic attachments. The submission of attachments containing embedded documents or proprietary file extensions is prohibited. All documents should be attached as individual files and labeled. Any Proposals received and time stamped through Periscope, prior to the Proposal submittal deadline shall be accepted as a timely submittal; anything thereafter will be rejected. Additionally, Periscope will not allow for the electronic Proposal submittal after the closing date and time has lapsed. Proposals will be opened promptly at the time and date specified. 1. Must register, free of charge, with Periscope to establish an account in order to have access to view and/or respond to any solicitations issued by the City of Miami's Procurement Department ("City"). 2. Shall submit all Proposals electronically. Hard copy Bid submittals will not be accepted. NO EXCEPTIONS. 3. Must submit the Certification Statement and associated solicitation documents which define requirements of items and/or services to be purchased and must be completed and submitted as outlined within the solicitation via Periscope. The use of any other forms and/or the modification of City forms will result in the rejection of the Proposer's Proposal submittal. 4. Shall ensure that the Certification Statement is fully completed and provided with your Proposal. Failure to comply with these requirements may cause the Proposal to be rejected. 5. Must ensure that an authorized agent of the Proposer's firm signs the Certification Statement and submits it electronically. FAILURE TO SIGN THE CERTIFICATION STATEMENT SHALL DEEM THE PROPOSAL NON -RESPONSIVE. 6. May be considered non -responsive if Proposals do not conform to the terms and conditions of this solicitation. 1.81 TAXES - The City of Miami is exempt from any taxes imposed by the State and/or Federal Government. Exemption certificates will be provided upon request. Notwithstanding, Proposers should be aware of the fact that all materials and supplies which are purchased by the Proposer for the completion of the contract is subject to the Florida State Sales Tax in accordance with Section 212.08, Florida Statutes, as amended and all amendments thereto and shall be paid solely by the Proposer. 1.82 TERMINATION -The City Manager on behalf of the City of Miami reserves the right to terminate this contract by written notice to the contractor effective the date specified in the notice should any of the following apply: A. The contractor is determined by the City to be in breach of any of the terms and conditions of the contract. B. The City has determined that such termination will be in the best interest of the City to terminate the contract for its own convenience; C. Funds are not available to cover the cost of the goods and/or services. The City's obligation is contingent upon the availability of appropriate funds. Request for Proposals (RFP) 1471386 1.83 TERMS OF PAYMENT - Payment will be made by the City after the goods and/or services awarded to a Proposer have been received, inspected, and found to comply with award specifications, free of damage or defect, and properly invoiced. No advance payments of any kind will be made by the City of Miami. Payment shall be made after delivery, within 45 days of receipt of an invoice and authorized inspection and acceptance of the goods/services and pursuant to Section 218.74, Florida Statutes and other applicable law. 1.84 TIMELY DELIVERY - Time will be of the essence for any orders placed as a result of this solicitation. The City reserves the right to cancel such orders, or any part thereof, without obligation, if delivery is not made within the time(s) specified on their Response. Deliveries are to be made during regular City business hours unless otherwise specified in the Special Conditions. 1.85 TITLE - Title to the goods or equipment shall not pass to the City until after the City has accepted the goods/equipment or used the goods, whichever comes first. 1.86 TRADE SECRETS EXECUTION TO PUBLIC RECORDS DISCLOSURE - All Responses submitted to the City are subject to public disclosure pursuant to Chapter 119, Florida Statutes. An exception may be made for "trade secrets." If the Response contains information that constitutes a "trade secret", all material that qualifies for exemption from Chapter 119 must be submitted in a separate envelope, clearly identified as "TRADE SECRETS EXCEPTION," with your firm's name and the Solicitation number and title marked on the outside. Please be aware that the designation of an item as a trade secret by you may be challenged in court by any person. By your designation of material in your Response as a "trade secret" you agree to indemnify and hold harmless the City for any award to a plaintiff for damages, costs or attomey's fees and for costs and attorney's fees incurred by the City by reason of any legal action challenging your claim 1.87 UNAUTHORIZED WORK OR DELIVERY OF GOODS - Neither the qualified Proposer(s) nor any of his/her employees shall perform any work or deliver any goods unless a change order or purchase order is issued and received by the Contractor. The qualified Proposer(s) shall not be paid for any work performed or goods delivered outside the scope of the contract or any work performed by an employee not otherwise previously authorized. 1.88 USE OF NAME - The City is not engaged in research for advertising, sales promotion, or other publicity purposes. No advertising, sales promotion or other publicity materials containing information obtained from this Solicitation are to be mentioned, or imply the name of the City, without prior express written permission of the City Manager or the City Commission. 1.89 VARIATIONS OF SPECIFICATIONS - For purposes of solicitation evaluation, Proposers must indicate any variances from the solicitation specifications and/or conditions, no matter how slight. If variations are not stated on their Response, it will be assumed that the product fully complies with the City's specifications. Request for Proposals (RFP) 1471386 2. SPECIAL CONDITIONS 2.1.PURPOSE The purpose of this Solicitation is to establish a contract for Insurance Brokerage Services, as specified herein, from a source, fully compliant with the terms, conditions and stipulations of the Solicitation. 2.2.VOLUNTARY PRE -PROPOSAL CONFERENCE A Voluntary Virtual Pre -Proposal Conference will be held on March 11, 2024, at 11:00 AM, Via Microsoft Teams at Click here to join the meeting (Meeting ID: 272 005 631 966, Passcode: DDXpDp) or via telephone at (786) 598-2961, Conference ID 723 619 794#. A discussion of the requirements of the Solicitation will occur at that time. Each potential Proposer is required, prior to submitting a Proposal, to acquaint itself thoroughly with any and all conditions and/or requirements that may in any manner affect the work to be performed. All questions and answers affecting the scope of work/specifications of the RFQ will be included in an addendum, that will be distributed through Periscope, following the Pre -Proposal Conference to all the attendees. Because the City considers the Pre - Proposal Conference to be critical to understanding the Solicitation requirements, attendance is highly recommended. 2.3.DEADLINE FOR RECEIPT OF REQUEST FOR ADDITIONAL INFORMATION/CLARIFICATION Any questions or clarifications concerning this solicitation shall be submitted electronically via the Periscope Portal. All questions must be received no later than March 18, 2024, at 5:OOPM. All responses to questions will be sent to all prospective bidders/proposers in the form of an addendum. NO QUESTIONS WILL BE RECEIVED VERBALLY OR AFTER SAID DEADLINE. 2.4.TERM OF CONTRACT The Proposer qualified to provide the service(s) requested herein (the "Successful Proposer") shall be required to execute a contract ("Contract") with the City, which shall include, but not be limited to, the following terms: (1) The term of the Contract shall be for three (3) years with an option to renew for two (2) additional one (1) year periods. (2) The City shall have the option to extend or terminate the Contract. Continuation of the contract beyond the initial period is a City prerogative; not a right of the Proposer. This prerogative will be exercised only when such continuation is clearly in the best interest of the City. 2.5.LIVING WAGE ORDINANCE The City of Miami adopted a Living Wage Ordinance for City Service Contracts with a total contract value exceeding $100,000 annually, and that have been competitively solicited and awarded on, or after January 1, 2017, by the City. Request for Proposals (RFP) 1471386 "Service Contract" means a contract to provide services to the City, excluding, however, professional services as defined by the "Consultants Competitive Negotiation Act" set forth in FL. Stat. § 287.055, and Section 18-87 of the City Code, and/or the other exclusions provided by Section 18-557 of the City Code. If a solicitation requires services, effective on January 1, 2017, contractors must pay to all its employees, who provide services, a living wage of no less than $15.00 per hour without health benefits; or a wage of no less than $13.19 an hour, with health benefits. This language is only a summary of the key provisions of the City of Miami Living Wage Ordinance. Please see Attachment A, Section 18-557 of the City Code, attached to this RFP, for a complete and thorough description of the City of Miami Living Wage Ordinance. 2.6.PROPOSERS MINIMUM QUALIFICATIONS For a Proposer to be deemed responsive the following minimum qualification requirements cited below shall be satisfied. In determining said responsiveness, each such minimum qualification requirement shall be addressed in detail in the Proposal submittal. Failure to meet each such following minimum qualification requirements and/or failure to provide sufficient detailed documentation concerning the same, shall result in the Proposal being deemed non -responsive. Proposers interested in responding to this Request for Proposals must provide information on the firm's qualifications and experience, qualifications of the project team, and previous similar projects. Additionally, Proposer must: 1. Be an established firm providing Insurance Brokerage Services for a minimum of three (3) consecutive years (as a business with the same Federal Employee Identification Number; not just individual employees), and its owners and/or principals, must have a minimum of three (3) years related experience; 2. Be duly licensed by, and in good standing with the State of Florida, as an Insurance Broker, as of Proposal due date; 3. Have served in the capacity of Insurance Broker for at least three (3) governmental entities within the State of Florida within the past 5 years; 4. Have never filed for bankruptcy, be in sound financial condition, have no record of civil litigation or pending lawsuits involving criminal activities of a moral turpitude, and shall not have conflicts of interest with the City; 5. Not have a member, principal, officer, or stockholder who is in arrears or in default of any debt or contract involving the City, is a defaulter or surety upon any obligation to the City, and/or has failed to perform faithfully any contract with the City. 2.7.REFERENCES Each proposal MUST be accompanied by a list of three (3) references, using Attachment C, Reference Submittal Form, for projects performed for government clients, which shall include for each project, the name of the organization, dates covering the term of the contract; description of the scope of work; client contact person and phone number, and statement of whether Proposer was the prime contractor or subcontractor. Request for Proposals (RFP) 1471386 2.8.EXECUTION OF AN AGREEMENT The Successful Proposer, evaluated and ranked in accordance with the requirements of this Solicitation, shall be awarded an opportunity to negotiate a Professional Services Agreement ("PSA") with the City. The City reserves the right to execute or not execute, as applicable, a PSA with the Successful Proposer in substantially the same form as the sample PSA included as part of this solicitation. Such PSA will be furnished by the City, will contain certain terms as are in the City's best interest, and will be subject to approval as to legal form by the City Attorney. 2.9.INSURANCE REQUIREMENTS INDEMNIFICATION Successful Proposer shall indemnify, hold and save harmless, and defend (at its own cost and expense), the City, its officers, agents, directors, and/or employees, from all liabilities, damages, losses, judgments, and costs, including, but not limited to, reasonable attorney's fees, to the extent caused by the negligence, recklessness, negligent act or omission, or intentional wrongful misconduct of Successful Proposer and persons employed or utilized by Successful Proposer in the performance of this Contract. Successful Proposer shall further, hold the City, its officials and employees, indemnify, save and hold harmless for, and defend (at its own cost), the City its officials and/or employees against any civil actions, statutory or similar claims, injuries or damages arising or resulting from the permitted Work. In the event that any action or proceeding is brought against the City by reason of any such claim or demand, the Successful Proposer shall, upon written notice from the City, resist and defend such action or proceeding by counsel satisfactory to the City. The Successful Proposer expressly understands and agrees that any insurance protection required by this Contract or otherwise provided by the Successful Proposer shall in no way limit the responsibility to indemnify, keep and save harmless and defend the City or its officers, employees, agents and instrumentalities as herein provided. The indemnification provided above shall obligate the Successful Proposer to defend, at its own 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 Successful Proposer, or persons employed or utilized by Successful Proposer. These duties will survive the cancellation or expiration of the Contract. This Section will be interpreted under the laws of the State of Florida, including without limitation and interpretation, which conforms to the limitations of Sections 725.06 and/or 725.08, Florida Statutes, as applicable and as amended. Successful Proposer shall require all subcontractors agreements to include a provision that each subcontractor will indemnify the City in substantially the same language as this Section. The Successful Proposer 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 Successful Proposer in which the City participated either through review or concurrence of the Successful Proposer's actions. In reviewing, approving or rejecting any submissions by the Successful Proposer or other acts of the Successful Proposer, the City, in no way, assumes or shares any responsibility or liability of the Successful Proposer or subcontractor(s) under this Contract. Ten dollars ($10) of the payments made by the City constitute separate, distinct, and independent Request for Proposals (RFP) 1471386 consideration for the granting of this Indemnification, the receipt and sufficiency of which is voluntarily and knowingly acknowledged by the Successful Proposer. Note: Insurance Definitions, Conditions and Additional Requirements are provided as Attachment B, attached to this RFP. The Successful Proposer shall furnish to City of Miami, c/o Procurement Department, 444 SW 2nd Avenue, 6th Floor, Miami, Florida 33130, Certificate(s) of Insurance which indicate that insurance coverage has been obtained which meets the requirements as outlined below: I. Commercial General Liability A. Limits of Liability Bodily Injury and Property Damage Liability Each Occurrence General Aggregate Limit Personal and Adv. Injury Products/Completed Operations B. Endorsements Required City of Miami listed as additional insured Contingent & Contractual Liability Premises and Operations Liability Primary Insurance Clause Endorsement II. Business Automobile Liability $ 1,000,000 $ 2,000,000 $ 1,000,000 $ 1,000,000 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 listed as an additional insured Worker's Compensation Limits of Liability Statutory -State of Florida Request for Proposals (RFP) 1471386 Waiver of Subrogation Employer's Liability A. Limits of Liability $1,000,000 for bodily injury caused by an accident, each accident $1,000,000 for bodily injury caused by disease, each employee $1,000,000 for bodily injury caused by disease, policy limit IV. Insurance Agents/Brokers Professional Liability E&O Combined Single Limit Each Claim $20,000,000 General Aggregate Limit $20,000,000 Retroactive Date Included V. Umbrella Liability Each Occurrence Policy Aggregate $10,000,000 $10,000,000 Excess Follow Form over all applicable liability policies contained herein City of Miami listed as an additional insured VI. Cyber Liability $5,000,000 Data Breach Information Security & Privacy Insurance with Electronic Media Liability, Media Intellectual Property Liability, Network Security & Privacy Liability, Network Extortion, Social Engineering, Reputation Harm and Krypto jacking in the aggregate for claim costs and damages. The above policies shall provide the City of Miami with written notice of cancellation or material change from the insurer in accordance with 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. 2.10.PROJECT MANAGER Upon award, Successful Proposer shall report and work directly with Ann -Marie Sharpe, Director of Risk Management Department, or designee, who shall be designated as the Project Manager for the City. Request for Proposals (RFP) 1471386 2.11.SUBCONTRACTORS OR SUBCONSULTANTS A Sub -Consultant, herein known as a Sub -Contractor is an individual or firm contracted by the Proposer or Proposer's firm to assist in the performance of services required under this Solicitation. A Sub -Contractor shall be paid through Proposer or Proposer's firm and not paid directly by the City. Sub -Contractors are allowed by the City in the performance of the services delineated within this Solicitation. Proposer must clearly reflect in its Proposal the major Sub -Contractors to be utilized in the performance of required services. The City retains the right to accept or reject any Sub -Contractors proposed in the response of Successful Proposer or prior to contract execution. Any and all liabilities regarding the use of a Sub -Contractor shall be borne solely by the Successful Proposer and insurance for each Sub -Contractors must be maintained in good standing and approved by the City throughout the duration of the Contract. Neither Successful Proposer nor any of its Sub -Contractors are considered to be employees or agents of the City. Failure to list all Sub - Contractors and provide the required information may disqualify any proposed Sub -Contractors from performing work under this Solicitation. Proposers shall include in their Responses the requested Sub -Contractor information and include all relevant information required of the Proposer. In addition, within five (5) working days after the identification of the award to the Successful Proposer, the Successful Proposer shall provide a list confirming the Sub -Contractors that the Successful Proposer intends to utilize in the Contract, if applicable. The list shall include, at a minimum, the name, location of the place of business for each Sub -Contractor, the services Sub -Contractor will provide relative to any contract that may result from this Solicitation, any applicable licenses, references, ownership, and other information required of Proposer. 2.12.REMOVAL OF EMPLOYEES/SUBCONTRACTORS All employees of the Successful Proposer and Subcontractor(s)'s, if applicable, shall be considered to be, at all times, employees of the Successful Proposer and Subcontractor(s) under its sole direction and not employees or agents of the City. The Successful Proposer and Subcontractor(s) shall supply competent and capable employees. The City may require the Successful Proposer or Subcontractor(s) to remove an employee(s) the City deems careless, incompetent, insubordinate or otherwise objectionable and whose continued employment under this contract is not in the best interest of the City. 2.13.COMPLETE PROJECT REQUIRED These specifications describe the various items or classes of work required, enumerating or defining the extent of same necessary, but failure to list any item or classes under scope of the several sections shall not relieve Successful Proposer from furnishing or performing such work where required by any part of these specifications, or necessary to the satisfactory completion of the project. 2.14.UNAUTHORIZED WORK The Successful Proposer shall not begin work until a Purchase Order and/or written Notice to Proceed are received. 2.15.CHANGES/ALTERATIONS Proposer may change or withdraw a Proposal at any time prior to Proposal submission deadline; however, Request for Proposals (RFP) 1471386 no oral modifications will be allowed. Written modifications shall not be allowed following the proposal deadline. 2.16.COMPENSATION Each Proposer shall detail any and all fees and costs to provide the required services as detailed in Section 3, Scope of Services herein, on Attachment D, Price Proposal. The City reserves the right to add or delete any service, at any time. Should the City determine to add an additional service, for which pricing was not previously secured, the City will request that the Successful Proposer provide reasonable cost(s) for same. Should the City determine the pricing to be unreasonable, the City reserves the right to negotiate costs(s) or seek another vendor for the provision of said service(s). The fee proposed by the broker shall take into account all costs to provide the brokerage services identified in this RFP, including any commissions or fees charged by intermediaries (i.e., wholesale brokers) and/or commissions received or to be received by intermediaries for the placement of insurance coverage(s). Any fees and/or commissions taken by the Proposer, broker(s), and/or any intermediaries in the placement of insurance coverage(s) must be disclosed to the City. The amount of annual commission shall reduce the broker's fee by the amount of the commission. For example, if the broker fee is $10.00 and the commission is $1.00, then the net broker fee charged by the broker is reduced by the broker to $9.00. Failure to submit Attachment D, Price Proposal, as required, shall disqualify Proposer from consideration. 2.17.METHOD OF PAYMENT Payment will be made upon receipt and acceptance of invoices. No partial down payments will be made. 2.18.EVALUATION/SELECTION PROCESS AND CONTRACT AWARD The procedure for response evaluation, selection and award is as follows: (1) Solicitation issued; (2) Receipt of responses; (3) Opening and listing of all responses received; (4) Procurement staff will review each submission for compliance with the submission requirements of the solicitation, including verifying that each submission includes all documents required; (5) The Auditor Selection Committee ("Committee"), appointed by the City Commission, as prescribed by Florida Statute 218.391, shall meet to evaluate each response in accordance with the requirements of this solicitation and based upon the evaluation criteria as specified herein; (6) The Committee reserves the right, in its sole discretion, to request Proposers to make oral presentations before the Committee as part of the evaluation process. The presentation may be scheduled at the convenience of the Committee and shall be recorded; (7) The Committee reserves the right to rank the proposals and shall make its recommendation to the City Manager requesting the authorization to negotiate. No Proposer(s) shall have any rights against the City arising from such negotiations thereof; Request for Proposals (RFP) 1471386 (8) The City Manager reserves the right to reject the Committee's recommendation to negotiate, and instruct the Committee to re-evaluate and make another recommendation, or reject all proposals. No Proposer(s) shall have any rights against the City arising from such termination thereof; (9) If the City Manager accepts the Committee's recommendation to negotiate, Procurement will negotiate a final contract with the Successful Proposer, and submit a recommendation to award a contract (s) to the City Manager; (10) The City Manager shall then submit his or her award recommendation and negotiated contract (s) to the City Commission for approval. Written notice shall be provided to all proposers. If the City Manager accepts the award recommendation, the City Manager's recommendation for award of contract will be posted on the City of Miami Procurement Department website, in the Supplier Corner, Current Solicitations and Notice of Recommendation of Award Section. The notice of the City Manager's recommendation can be found by selecting the details of the solicitation and is listed as Recommendation of Award Posting Date and Recommendation of "Award To" fields. If "various" is indicated in the Recommendation of "Award To" field, the Proposer must contact the Contracting Officer for that solicitation to obtain the suppliers names. (I I) After reviewing the City Manager's recommendation, the City Commission may: 1. Approve the City Manager's award recommendation and negotiated contract(s); 2. Reject all proposals; 3. Reject all proposals and instruct the City Manager to reissue a solicitation; or 4. Reject all proposals and instruct the City Manager to enter into competitive negotiations with at least three individuals or firms possessing the ability to perform such services and obtain information from said individuals or firms relating to experience, qualifications and the proposed cost or fee for said services, and make a recommendation to the City Commission. The decision of the City Commission shall be final. Written notice of the award shall be given to the Successful Proposer. 2.19.RECORDS During the contract period and for at least five (5) subsequent years thereafter, Successful Proposer shall provide City access to all files and records maintained on the City's behalf. 2.20.ADDITIONAL SERVICES Services not specifically identified in this request may be added to any resultant contract upon successful negotiation and mutual consent of the contracting parties. 2.21.TRUTH IN NEGOTIATION CERTIFICATE Execution of the resulting agreement by the Successful Proposer shall act as the execution of truth -in - negotiation certificate stating that wage rates and other factual unit costs supporting the compensation of the resulting Agreement are accurate, complete, and current at the time of contracting. The original contract price and any additions thereto shall be adjusted to exclude any significant sums by which City determines the contract price was increased due to inaccurate, incomplete, or non -current wage rates and other factual unit costs. All such contract adjustments shall be made within one (1) year following the end of the Agreement. Request for Proposals (RFP) 1471386 2.22.NON-APPROPRIATION OF FUNDS In the event no funds or insufficient funds are appropriated and budgeted or are otherwise unavailable in any fiscal period for payments due under this contract, then the City, upon written notice to the Successful Proposer or his/her assignee of such occurrence, shall have the unqualified right to terminate the contract without any penalty or expense to the City. No guarantee, warranty or representation is made that any project(s) will be awarded to any firm(s). 2.23.FAILURE TO PERFORM Should it not be possible to reach the Successful Proposer and/or should remedial action not be taken within 48 hours of any failure to perform according to specifications, the City reserves the right to declare Successful Proposer in default of the contract or make appropriate reductions in the contract payment. 2.24.TERMINATION A. FOR DEFAULT If Successful Proposer defaults in its performance under this Contract and does not cure the default within 30 days after written notice of default, the City Manager may terminate this Contract, in whole or in part, upon written notice without penalty to the City of Miami. In such event the Successful Proposer shall be liable for damages including the excess cost of procuring similar supplies or services: provided that if, (1) it is determined for any reason that the Successful Proposer was not in default or (2) the Successful Proposer's failure to perform is without his or his Subcontractor's control, fault or negligence, the termination will be deemed to be a termination for the convenience of the City of Miami. B. FOR CONVENIENCE The City Manager may terminate this Contract, in whole or in part, upon 30 days prior written notice when it is in the best interest of the City of Miami. If this Contract is for supplies, products, equipment, or software, and so terminated for the convenience by the City of Miami the Successful Proposer will be compensated in accordance with an agreed upon adjustment of cost. To the extent that this Contract is for services and so terminated, the City of Miami shall be liable only for payment in accordance with the payment provisions of the Contract for those services rendered prior to termination. 2.25.ADDITIONAL TERMS AND CONDITIONS No additional terms and conditions included as part of your solicitation response shall be evaluated or considered, and any and all such additional terms and conditions shall have no force or effect and are inapplicable to this solicitation. If submitted either purposely, through intent or design, or inadvertently, appearing separately in transmittal letters, specifications, literature, price lists or warranties, it is understood and agreed that the General Conditions and Special Conditions in this solicitation are the only conditions applicable to this solicitation and that the Proposer's authorized signature affixed to the Proposer's acknowledgment form attests to this. If a PSA or other Agreement is provided by the City and is expressly included as part of this solicitation, no additional terms or conditions which materially or substantially vary, modify or alter the terms or conditions of the PSA or Agreement, in the sole opinion and reasonable discretion of the City will be considered. Any and all such additional terms and conditions shall have no force or effect and are inapplicable to this PSA or Agreement. Request for Proposals (RFP) 1471386 2.26. LOCAL OFFICE PREFERENCE Proposers wishing to apply for the local office preference shall comply with the General Terms and Conditions, Section 1.48, Local Preference, of this solicitation and with Section 18-73 of the City of Miami Procurement Code, titled "Definitions", and shall submit with the Proposal at the time of the Proposal due date the following: • • • Completion and submission of the attached City of Miami Local Office Certification Form; Submission of a copy of the Proposer's lease documents at the location being deemed a City of Miami Local Office; Submission of a City of Miami Business Tax Receipt; Submission of a Miami -Dade County Business Tax Receipt; and Submission of a copy of the license, certificate of competency, and certificate of use that authorizes the performance of the Proposer. Each Proposer wishing to apply for the local office preference shall detail local office information on Attachment E, City's Local Office Certification. Failure to submit the City's Local Office Certification and relevant information, as required, shall disqualify Proposer from consideration for the local office preference. 2.27. REFERENCE MATERIALS Please find the following information attached to this RFP for informational purposes. 1. Attachment F, City's Schedule of Insurance (7.07.23); 2. Attachment G, City's Flood Schedule, and; 3. Attachment H, City's Master Property (Less Utility) Schedule. 2.28. CURES Please refer to Section 1.56, Notice Regarding "Cures" of the General Terms and Conditions of this Solicitation. 2.29. PRIMARY CLIENT (FIRST PRIORITY) The Successful Proposer agrees upon award of the Agreement, that the City shall be its primary client and shall be serviced first during a schedule conflict arising between the Agreement and any other Agreement Successful Proposer may have with any other cities and/or counties to perform similar services as a result of any catastrophic events such as tornadoes, hurricanes, severe storms or any other public emergency impacting various areas during or approximately the same time. 2.30. PUBLIC ENTITY CRIMES To be eligible for award of a contract, firms wishing to do business with the City must comply with Section 287.133(2)(a) of the Florida Statutes, which provides that a person or affiliate who has been Request for Proposals (RFP) 1471386 placed on the convicted vendor list following a conviction for a public entity crime may not submit a Proposal on a contract to provide any goods or services to a public entity, may not submit a Proposal on a contract with a public entity for the construction or repair of a public building or public work, may not submit Proposals on leases of real property to a public entity, may not be awarded or perform work as a contractor, supplier, subcontractor, or consultant under a contract with any public entity, and may not transact business with any public entity in excess of the threshold amount provided in Section 287.017 of the Florida Statutes, for CATEGORY TWO, as defined by Section 287.017(2) of the Florida Statutes, for a period of thirty-six (36) months from the date of being placed on the convicted vendor list. 2.31. E-VERIFY EMPLOYMENT VERIFICATION Successful Bidder shall E-Verify the employment status of all employees and subcontractors to the extent required by federal, state, and local laws, rules, and regulations. The City shall consider the employment by any Successful Bidder of unauthorized aliens a violation of Section 274A(e) of the Immigration and Nationality Act. If the Successful Bidder knowingly employs unauthorized aliens, such violation shall be cause for termination of the Contract. Furthermore, the Successful Bidder agrees to utilize the U.S. Agency of Homeland Security's E-Verify System, https://e-verify.uscis.gov/emp , to verify the employment eligibility of all employees during the term of this Contract. The Successful Bidder shall also include a requirement in subcontracts that the subcontractor shall also utilize the E-Verify System to verify the employment eligibility of all employees of the subcontractor during the term of this Contract. Request for Proposals (RFP) 1471386 3.0 SPECIFICATIONS / SCOPE OF WORK 3.1 SCOPE OF COVERAGE PLACEMENT SERVICES The City of Miami ("City") is seeking a qualified and experienced firm ("Successful Proposer") to provide insurance brokerage services to the City's departments, offices, and agencies, and to assist in the management of the City's various insurance and self -insured, with excess when applicable, programs ("Insurance Programs"). Successful Proposer, at a minimum, shall provide the following insurance brokerage services: 3.2 PLACEMENT SERVICES Successful Proposer shall: 1. Function as the City's primary contact with the insurance marketplace by identifying and analyzing viable insurers to meet the insurance needs of the City. 2. Consult with City's Risk Management Department ("Risk") to formulate a marketing strategy that focuses on delivering a cost-effective risk management strategy and structure, based upon current market conditions. This will include thoroughly advising the City of current and anticipated market conditions on the applicable lines of insurance as well as advising on any new and evolving insurance coverages or policies that are available in the marketplace that could apply to the City's operations , enhance current coverage and/or any current gaps in insurance coverage. 3. Suggest alternative risk financing vehicles to reduce the City's cost of risk. 4. As evaluation continues through the review of insurance policies, make detailed notes of where to recommend appropriate or advantageous changes. 5. Address renewals in a timely manner to meet the City's internal time requirements and also maintain coverage. 6. Provide advice to the City on retention for various policies based upon market conditions or other stress factors. 7. Provide to the City, at no additional cost , on an annual basis, copies of computer catastrophe modeling studies to be used in the marketing of the property insurance program. 8. Assist the City in developing and maintaining the underwriting information necessary to market the insurance coverages. Assist the City to aggregate comprehensive underwriting data and criteria for insurance carrier negotiations. 9. Function as City's insurance broker regarding the negotiation of best terms, rates, and conditions of coverage terms, premiums and the placement of coverage with insurers. Evaluate the financial condition of insurers, including their ability to pay claims promptly. Request for Proposals (RFP) 1471386 10. Provide marketing proposal requests from insurers and a Cyber Strategy, no less than 120 and no more than 150 calendar days prior to renewal of individual coverages. Successful Proposer must begin with review of individual in force coverages because this is the ideal juncture to analyze the insured property for trended values for property insurance policies. The foregoing must be thorough and presented effectively in subsequent meeting(s). 11. Meet with the City's Risk Management Department not less than 90 days prior to the renewal to present a marketing report. This report is to provide the City with the following: a. Current program evaluation; marketing timetable; ratings of markets to be approached; b. Broker recommendations and reasons; and anticipated rates and premium; c. The presentation of the risk financing plan and exposures to the appropriate markets; d. A preview of the presentation plan to markets and documents with the City's Project Manager and/or Risk Manager for approval to proceed; e. The names of qualified insurers, and; f. Advise the City on methods of optimizing and developing high -quality relationships with insurers as a trusted client. 12. Meet with Risk Management to review renewal recommendations not less than forty-five (45) calendar days prior to the policy expiration dates. Prepare a matrix of insurance proposals received and also insurance carriers approached whether they provided a proposal or not, to include an evaluation of coverage and exclusions, limits, cost and anything else of significance. Proposer must provide confirmation of adhering to these dates or advise as to exceptions based upon shifting market conditions. Additionally, and at such time, Successful Proposer may offer a portion of their fee at risk built around key deliverables. 13. Review all insurance policies, binders, and invoices received for policies purchased by the City to assure their accuracy. Resolve all errors and coverages issues in such policies, binders and invoices. 14. Provide an annual report summarizing all insurance coverages that are in place in the form of a Schedule of Insurance. 15. Serve as a Claims Advocate on behalf of the City on coverage issues that may arise with any of the insurance carriers. 16. Assist with establishing insurance requirements on City agreements as may be required. 17. Attend meetings relative to insurance matters as may be required. NOTES: • Successful Proposer shall not approach any insurance company on behalf of the City without the express written consent of the City and shall disclose to the City responses from each insurer contacted on its behalf. Request for Proposals (RFP) 1471386 • No coverage shall be placed by Successful Proposer on behalf of the City that allows the Successful Proposer to receive a commission, override or any other compensation paid by insurer, wholesaler, MGA, etc. Prior written notification by the Successful Proposer to the City shall be required before any coverage is placed in any market that would allow a commission or fee to the Successful Proposer. The City will make the final decision on the purchase of the coverage and the disposition of the commission, override or any other compensation paid by insurer, wholesaler, MGA, etc. Should there be any commissions paid, agreed to by the City, Successful Proposer/ broker shall provide the City an accounting and reconciliation of the agreed fee less the agreed commission. That accounting and reconciliation shall take place within thirty (30) days at the end of the annual period. 3_3 POST RENEWAL PLACEMENT ACTIONS Successful Proposer shall: 1. Arrange and coordinate any meetings as required between appropriate insurance underwriters or service providers and Risk for the purpose of providing the City's program for insurance coverage. Review the insurance policies for compliance with the insurer's proposals and the City's specifications and obtain revisions when needed in a timely manner. 2. Verify the accuracy of each binder, premium audit, or adjustment of other documents received from City's insurers and obtain revisions when needed in a timely manner. 3. Prepare certificates of insurance and endorsements as requested by the City. 4. After reviewing, promptly submit originals of the insurance policies and endorsements to the City. 5. Prepare a schedule of City's insurance policies including the name of the insurer, policy number, term, limits, summary of coverages provided, deductibles/retentions, and the estimated annual premium. 6. Assist in ongoing preparation or guidance with regard to insurance requirements as needed by the City, especially as new operational risks arise. 7. Review the insurance policies for compliance with the insurer's proposals and the City's specifications; obtain revisions when needed in a timely manner. 8. Schedule quarterly meetings with the City's Risk Management Director, or designee, to discuss loss control issues, exposure changes and general administrative matters. Request for Proposals (RFP) 1471386 4.0 SUBMISSION REQUIREMENTS 4.1.SUBMISSION REQUIREMENTS Proposals should contain the information itemized below and, in the order indicated. This information should be provided for the Proposer and any sub -consultants to be utilized for the work contemplated by this Solicitation. Proposals submitted which do not include the following items may be deemed non- responsive and may not be considered for contract award. The Proposal shall be written in sufficient detail to permit the City to conduct a meaningful evaluation of the proposed services. However, overly elaborate responses are neither requested nor desired. Proposals must be submitted through Periscope S2G Electronic Bidding System f/k/a BidSync ("Periscope") no later than the date and time indicated within the RFQ, in order to be considered. Faxed documents are not acceptable. Emailed submissions are not acceptable. Hardcopy submissions are not acceptable. Proposals must be timely submitted through Periscope, or the Proposal will be disqualified. Untimely or misdelivered submittals will not be considered. NO EXCEPTIONS. The responses to this solicitation shall be presented in the following format. Failure to do so may deem your Proposal non -responsive. • Include the signed, completed RFP Certification Statement and completed Certification Questions • Include in detail evidence that clearly demonstrates Proposer meets or exceeds the minimum qualification requirements, pursuant to Section 2.6, Proposer's Minimum Qualifications. 4.1.1 Cover Page The Cover Page should include the Proposer's name; Contact Person for the RFP; Firm's Liaison for the Contract; Primary Office Location; Local Business Address, if applicable; Business Phone and Fax Numbers, if applicable Email addresses; Title of RFP; RFP Number; and Federal Employer Identification Number. 4.1.2 Table of Contents The table of contents should outline, in sequential order, the major sections of the Proposal as listed below, including all other relevant documents requested for submission. All pages of the Proposal, including the enclosures, should be clearly and consecutively numbered and correspond to the table of contents. 4.1.3 Executive Summary A signed and dated summary of not more than two (2) pages containing Proposer's overall Qualifications and Experience and Technical Qualifications, as contained in the submittal. Proposer shall include the name of the organization, business phone and contact person and a summary of the work to be performed. 4.1.4 Proposer and Proposer's Key Personnel, Qualifications, Experience, and Past Performance a)Describe the Proposer's organizational history and structure and the number of years the Proposer has been in business providing a similar service(s), Request for Proposals (RFP) 1471386 b)Provide a list of all principals, partners, officers, owners and/or directors of Proposer, including joint ventures and/or sub-consultant(s), if applicable. c) Indicate whether the City has previously awarded any contracts to the Proposer. If so, discuss the nature of contract, types of services performed, and the term of the contract. d)Describe the Proposer's organizational history including years in business, current structure, and the current number of employees, and primary client markets served. e) Describe the Proposer's past performance with a focus on Public Entity risks. f) Provide documentation and other detailed information validating that Proposer is duly licensed by, and in good standing with the State of Florida, as an Insurance Broker, as of the Proposal due date; g)Provide documentation and other detailed information proving that Proposer has worked in the capacity of Insurance Broker for at least three (3) governmental entities within the State of Florida. h)Provide a detailed list of three (3) comparable contracts with governmental clients (similar in scope of services to those requested herein), which the Proposer has either ongoing or completed within the past ten (10) years. The description should identify for each project: 1) Client; 2) Description of work; 3) Total dollar value of the contract; 4) Dates covering the term of the contract; 5) Client's contact person and phone number; 6) Statement of whether proposer is/was the prime contractor or subcontractor. If Proposer was the subcontractor, name the prime contractor. 7) Detail Proposer's responsibilities and the results of the project; 8) Was the Scope of Work fulfilled? If so, then describe any highlights of the project. If not, then describe why the Scope of Work was not fulfilled. i) Where possible, list and describe those projects performed for government clients (excluding any work performed for the City of Miami). In the event that the Proposer has not performed three (3) comparable contracts within the past ten (10) years, the Proposer should provide information that demonstrates its ability to perform the required services. j) Provide three (3) client references as set forth in Section 2.7 of this RFP using Attachment C, Reference Submittal Form.. These references can include contracts listed in item h. above. The City reserves the right to verify any such information submitted in this process. Such verification may include, but is not limited to, speaking with client references, reviewing any and all documentation for the same, site visitations, and any and all other independent confirmation of dates as the City may deem necessary, in its sole discretion. Failure to submit Reference Submittal Form, as required, shall disqualify Proposer from consideration. k) Provide information concerning any prior or pending litigation, either civil or criminal, involving a Request for Proposals (RFP) 1471386 governmental agency or which may affect the performance of the services to be rendered herein, in which the Proposer, any of its employees is or has been involved within the last five (5) years. 1) Describe any relevant industry/subject matter expertise, including any experience in the requested services listed herein, and any unique or proprietary project methodologies relevant to the requested services. m) Certify that Proposer has access to insurance markets and can provide all property, casualty and special (such as cyber) insurance required for the City. Identify if Proposer has taken any exception to the terms of this solicitation. If so, indicate what alternative(s) is being offered and the cost implications of the exception(s). n) Provide an organizational chart showing all key personnel, including their titles, to be assigned to this project. All key personnel include all partners, managers, seniors and other professional staff that will perform work and/or services in the project resulting from this solicitation. The chart must clearly identify the Proposer's employees and any subcontractors or sub -consultants. This information shall include the general functions to be performed by key individuals and the subcontractors or sub -consultants. o) Describe the experience, qualifications and other vital information, including number of years of relevant experience on previous similar projects, of all key personnel who will be assigned to this project. p) Provide any other information or documentation for the Proposer's qualifications and experience from which the City of Miami can benefit under this contract. 4.1.5 Proposer's Approach to Providing Services a) Describe Proposer's approach to project organization and management, including the responsibilities of Proposer's key personnel and the key personnel of any subcontractor that will perform work in this project. b) Provide Proposer's Operational Plan that clearly indicates how the Proposer plans to provide the services requested in this Solicitation. The Proposer's operational plan must detail how the Proposer intends to fully satisfy the service requirements outlined within Section 3, Specifications/Scope of Work, of this RFP. c) Provide the names and functions of individuals who will be involved in marketing efforts. d) Describe in detail the Proposer's approach to marketing and how Proposer intends to best represent the City. e) Describe in detail the Proposer's strategy to approach available markets, and how Proposer intends to best represent the City, while making the best use of the City's resources. f) Describe how Proposer has applied the proposed project approach in comparable contracts to make recommendations to improve programs and describe the net effect of those recommendations. Request for Proposals (RFP) 1471386 g) Provide a list, in order of preference, of the insurance carriers that Proposer can access and would prefer to utilize for placement of coverages on behalf of the City. h) Disclose to the City any markets or underwriters that the Proposer is unable to directly access amongst those currently participating in the City's program. Please see Attachment E, City'sSchedule of Insurance. i) Identify how Proposer shall access the market and list all insurance carriers with whom the Proposer is affiliated, including all intermediaries and/or wholesalers. j) Describe the Proposer's plan to obtain the most cost-effective Insurance Program to meet the needs of the City. 4.1.6 Proposed Price The Proposer shall state its price for providing all services described within this Solicitation. Proposer shall submit pricing stated as a flat, fixed fee per year, which shall include all Proposer compensation necessary for the requested services. The Proposer must use Attachment D, Price Proposal, in its current form and format. Edits, additions, alternative pricing structures, etc. to Attachment D will be deemed non -responsive and will not be considered for contract award. Likewise, the use of any other forms and/or modification of City forms will result in the rejection of the Proposer's proposal submittal. Request for Proposals (RFP) 1471386 5.0 EVALUATION CRITERIA Each proposal will be reviewed to determine whether or not it is responsive to the submission requirements outlined in this solicitation. A responsive proposal is one which follows the requirements of the solicitation, includes all required documentation, is submitted in the format outlined in this solicitation, is of timely submission, and has appropriate signatures as applicable. Failure to comply with these requirements may result in the proposals being deemed non -responsive. Proposals will be evaluated by an Evaluation Selection Committee ("Committee") which will evaluate and rank proposals on criteria listed below. The Committee will be comprised of appropriate City personnel and members of the community, as deemed necessary, with the appropriate experience and/or knowledge. The criteria are itemized with their respective weights for a maximum of one hundred (100) points per Committee member. Below are the criteria and weight: Technical Criteria and Points Proposer and Proposer's Key Personnel, Qualifications, Experience, and Past Performance Proposer's approach to providing the services requested in this solicitation Local Preference (5% of Technical Criteria = four (4) points) Price Criteria and Points Proposer's proposed price Maximum Points Available: (40 points) (40 points) (4 points) (20 points) 104 points City of Miami — Attachment A RFP 1471386 ATTACHMENT A CITY OF MIAMI LIVING WAGE ORDINANCE ARTICLE X. - LIVING WAGE REQUIREMENTS FOR SERVICE CONTRACTS AND CITY EMPLOYEES Footnotes: --- (9) --- Note— Section 5 of Ord. No. 12787 states that this article shall be effective October 1, 2006. Editor's note— Prior to the adoption of Ord. No. 12787, Ord. No. 12623, § 2, adopted December 9, 2004, repealed article X, divisions 1-4, in its entirety, which pertained to the economic development financing authority and derived from Ord. No. 12062, § 3, adopted May 10, 2001. Sec. 18-556. - Definitions. City means the government of the City of Miami or any authorized agents, any board, agency, commission, department, or other entity thereof, or any successor thereto. Contract means any contract to provide services to the city in which the total value of the contract exceeds $100,000.00 per year. Contractor means any "for profit" individual, business entity, corporation, partnership, limited liability company, joint venture, or similar business entity which meets the following criteria: (1) The contractor is paid in whole or part from one or more of the city's general funds, capital project funds, special revenue funds, or any other funds, including, but not limited to, grants, donations, and the like, whether by competitive bid process, requests for proposals, or some other form of competitive solicitation, negotiation, or agreement, or any other decision to enter into a contract; and (2) The contractor is engaged in the business of or part of a contract to provide services for the benefit of the city. This section shall apply to employees of the contractor who spend the majority of their time on covered City of Miami service contracts. If the contract is for both goods and services it shall only apply to the services portion of such contract. This section shall not apply to contracts which are primarily for the sale or leasing of goods. Goods are defined in section 18-73 of the City Code. Covered employee means anyone employed by the city working more than 35 hours per week or any service contractor employee, working full or part-time, with or without benefits, that is involved in providing services under the service contractor's contract with the city. Covered employer means the city and any and all service contractors and subcontractors of a service contractor. Living wage means a wage that is as defined in section 18-557 of this Code. The living wage may be adjusted once annually by an amount equivalent to the cost of living adjustment for Miami -Dade County as published by the United States Department of Labor, Bureau of Labor Statistics. Language so stating will be included in all request for proposals, or other competitive solicitation documents, issued by the city for the procurement of services (unless the living wage provisions are excluded as provided in section 18-557 herein). New service contracts means those having contracts competitively solicited and awarded on or after January 1, 2017. Page 1 City of Miami — Attachment A RFP 1471386 Service contract means a contract to provide services to the city excluding, however, professional services as defined by the "Consultants Competitive Negotiation Act" set forth in F.S. § 287.055, and section 18-87 of the City Code and/or the other exclusions provided by section 18-557 of the City Code. (Ord. No. 12787, § 2, 4-6-06; Ord. No. 13648, § 2, 11-17-16) Sec. 18-557. - Living wage. (a) Living wage paid. (1) New service contractors. All new service contracts shall pay to all its employees who provide covered services a living wage of no less than $15.00 per hour without health benefits; or a wage of no less than $13.19 an hour with health benefits as defined in this section unless otherwise excluded pursuant to this article. (2) Existing service contracts. Service contracts awarded and effective or competitively solicited prior to January 1, 2017, shall not be subject to the payment of the living wage set forth in this section and shall continue to be governed by the terms and conditions of the respective solicitation and resulting contractual documents, when applicable. The living wage provisions shall apply to all contracts covered by this section unless specifically excluded by one or more subsections below: a. The living wage provision is disallowed by a federal or state law or regulation, grant requirements, or by a contract the city is accessing by "piggybacking", and which contract does not include a living wage provision; b. Funding sources for the contract disallow the living wage provision or provide contradictory funding requirements, or are contained in a contract awarded or solicited prior to the effective date of January 1, 2017, and which contract includes renewals or extensions; c. Professional service contracts awarded under the "Consultants Competitive Negotiation Act", F.S. § 287.055, for the professional services within the scope of the practice of architecture, professional engineering, landscape architecture, registered surveying, and/or mapping; d. The living wage provision is waived by the city commission by resolution, prior to issuance of the competitive solicitation document, upon written recommendation of the city manager or authorized designee, when the city commission finds it is in the best interest(s) of the city to approve such waiver, in which case the living wage provision shall not apply in the competitive solicitation document; or e. All responsible wage construction contracts covered by section 18-120 of this Code. (4) City employees. For covered employees of the city, the city will begin to pay the living wage on a phase - in basis over a nine-year period beginning with the 2006-2007 city budget year to be implemented in the 2014-2015 fiscal year. The city manager, in his sole discretion, without further city commission approval, shall have the option to consider whether it is in the city's best interest to complete the phase -in payment of living wage to city employees on a four-year period. Thereafter, the living wage to be paid by the city shall be subject to negotiations within the collective bargaining structure. (b) Health benefits; eligibility period. For a covered employer to comply with this article by choosing to pay the lower wage scale available when a covered employer also provides a standard health benefit plan, such health benefit plan shall consist of a payment of at least $1.81 per hour toward the provision of health benefits for covered employees and their dependents and shall be approved by the city. If the health benefit plan of the covered employer requires an initial period of employment for a new employee to be eligible for health benefits (the "eligibility period"), a covered employer may qualify to pay the $13.19 per hour wage scale for a term not to exceed the new employee's eligibility period, provided the new employee will be paid health benefits upon completion of the eligibility period, which period shall not exceed 90 days. (c) Certification required before payment. Any and all service contracts subject to this article shall be void, and no funds may be released, unless prior to entering any such contract with the city, the service contractor certifies to the city that it will pay each of its covered employees no less than the living wage. A copy of this Page 2 (3) City of Miami — Attachment A RFP 1471386 certificate must be made available to the public upon request. The certificate, at a minimum, must include the following: (1) The name, address, and phone number of the employer, a contact person, and the specific project for which the service contract is sought; (2) The amount of the service contract and the city department the contract will serve. (3) A brief description of the project or service provided; (4) A statement of the wage levels for all covered employees; and (5) A commitment to pay all covered employees the living wage. (d) Observation of other laws. Every covered employee shall be paid without subsequent deduction or rebate on any account (except as such payroll deductions as are directed or permitted by law or by a collective bargaining agreement). The service contractor shall pay covered employees wage rates in accordance with federal and all other applicable laws such as overtime and similar wage laws. (e) Posting. A copy of the living wage rate shall be kept posted by the service contractor subject to this article, at the site of the work in a prominent place where it can easily be seen and read by the covered employees and shall be supplied to such employees within a reasonable time after a request to do so. Additionally, service contractors subject to this article, shall furnish a copy of the requirements of this article to any entity submitting a bid for a subcontract on any service contract subject to this article. Posting requirements will not be required where the service contractor subject to this article, prints the following statements on the front of the covered employee's first paycheck and every six months thereafter. "You are required by the City of Miami Living Wage Ordinance to be paid a living wage. If you do not believe you are being paid at the living wage rate, contact your employer, an attorney, or the City of Miami." All notices will be printed in English, Spanish and Creole. (f) Collective bargaining. Nothing in this article shall be read to require or authorize any service contractor subject to this article, to reduce wages set by a collective bargaining agreement or as required under any prevailing wage law. (Ord. No. 12787, § 2, 4-6-06; Ord. No. 13110, § 2, 10-22-09; Ord. No. 13405, § 2, 9-26-13; Ord. No. 13648, § 2, 11-17-16) Sec. 18-558. - Implementation. (a) Maintenance of payroll records. Each service contractor to which living wage requirements apply, as described in this article, shall maintain payroll record for all covered employees and basic records relating thereto and shall preserve them for a period of three years from the date of termination or expiration of the service contract. The records shall contain: (1) The name and address of each covered employee; (2) The job title and classification; (3) The number of hours worked each day; (4) The gross wages earned and deductions made; (5) Annual wages paid; (6) A copy of the social security returns and evidence of payment thereof; (7) A record of fringe benefit payments including contributions to approved plans; and (8) Any other data or information the city shall require from time to time. (b) Reporting payroll. Every six months, the service contractor to which living wage requirements apply, as described in this article, shall file with the city's procurement director a listing of all covered employees together with a certification of compliance with this article. Upon request from the city, the service contractor shall produce for inspection and copying its payroll records for any or all of its covered employees for any Page 3 City of Miami — Attachment A RFP 1471386 period covered by the service contract. The city may examine payroll records as needed to ensure compliance. (Ord. No. 12787, § 2, 4-6-06; Ord. No. 13110, § 2, 10-22-09) Sec. 18-559. - Compliance and enforcement. (a) Service contractor to cooperate. The service contractor shall permit city employees, agents, or representatives to observe work being performed at, in or on the project or matter for which the service contractor has a contract. The city representatives may examine the books and records of the service contractor relating to the employment and payroll of covered employees and may survey covered employees to determine if the service contractor is in compliance with the provisions of this article. (b) Complaint procedures and sanctions. An employee who believes that he/she is a covered employee of a service contractor and that the service contractor is or was not complying with the requirements of this article has a right to file a complaint with the procurement director of the city. Such complaints may be made at any time and shall be investigated within a reasonable period of time by the city. Written and oral statements by any such employee shall be treated as confidential and shall not be disclosed without the written consent of the employee to the extent allowed by the Florida Statutes. (c) Private right of action against service contractor. Any covered employee or former covered employee of a service contractor may, instead of utilizing the city administrative procedure set forth in this article, but not in addition to such procedure, bring an action by filing suit against the service contractor in any court of competent jurisdiction to enforce the provisions of this article and may be awarded back pay, benefits, attorney's fees, and costs. The applicable statute of limitations for such a claim will be two years as provided in F.S. § 95.11(4)(c) as may be amended from time to time for an action for payment of wages. The court may also impose sanctions on the service contractor, including those persons or entities aiding or abetting the service contractor, to include wage restitution to the affected covered employee and damages payable to the covered employee in the sum of up to $500.00 for each week the service contractor is found to have violated this article. (d) Sanctions against service contractors. For violations of this article, the city shall sanction a service contractor by requiring the service contractor to pay wage restitution at its expense for each affected employee. The city may also sanction the service contractor in at least one of the following additional ways: (1) The city may impose damages in the sum of $500.00 for each week for each covered employee found to have not been paid in accordance with this article; (2) The city may suspend or terminate payment under the service contract or terminate the contract with the service contractor; and The city may declare the service contractor ineligible for future service contracts for three years or until all penalties and restitution have been paid in full, whichever is longer. In addition, any employer shall be ineligible for a service contract where principal officers of such employer were principal officers of a service contractor who has been declared ineligible under this article. (4) If the contract has been awarded under the city procurement ordinance, the city may debar or suspend the contractor as provided therein. (e) Public record of sanctions. All such sanctions recommended or imposed shall be a matter of public record. (f) Sanctions for aiding and abetting. The sanctions contained in this article shall also apply to any party or parties aiding and abetting in any violation of this article. Retaliation and discrimination barred. A service contractor shall not discharge, reduce the compensation, or otherwise discriminate against any covered employee for making a complaint to the city, or otherwise asserting his or her rights under this article, participating in any of its proceedings or using any civil remedies to enforce his or her rights under this article. Allegations of retaliation or discrimination, if found true in a city administrative proceeding or by a court of competent jurisdiction, shall result in an order of restitution and reinstatement of a discharged covered employee with back pay to the date of the violation or such other relief as deemed appropriate. (3) (g) Page 4 City of Miami — Attachment A RFP 1471386 (h) Remedies herein non-exclusive. No remedy set forth in this article is intended to be exclusive or a prerequisite for asserting a claim for relief to enforce the rights under this article or in a court of law. This article shall not be construed to limit an employee's right to bring a common law cause of action for wrongful termination. (Ord. No. 12787, § 2, 4-6-06; Ord. No. 13648, § 2, 11-17-16) Sec. 18-560. - Employers receiving direct tax abatement or subsidy. The city reserves the right to impose the living wage requirements of this article on or after January 1, 2017 on any employer as a condition of that employer receiving a direct tax abatement or subsidy from the city. (Ord. No. 13648, § 2, 11-17-16) Secs. 18-561-18-599. - Reserved. Page 5 The City of Miami — Attachment B RFP 1471386 INSURANCE DEFINITIONS, CONDITIONS, AND ADDITIONAL REQUIREMENTS The Successful Proposer agrees to provide and maintain throughout the life of this contract and at Successful Proposer's expense insurance coverage outlined herewith as applicable insuring all operations related to the contract and any extensions thereof. Workers Compensation and Employers Liability Statutory requirements per Chapter 440, Florida Statutes, as amended, are applicable, and this coverage is subject to the Laws of the State of Florida. This coverage protects against lawsuits stemming from workplace accidents. It provides for medical care to injured employees, along with compensation for lost income. Commercial General Liability It protects against accidents and injuries that occur on company property or the property of a customer. It compensates an injured person or owner of property for injuries and property damages, and the cost of defending lawsuits, including legal settlements or investigations. This policy also covers claims resulting from products exposures, libel, slander, copyright infringement, and other personal and advertisement injuries. Commercial Automobile Liability It protects against liability, no fault, medical payments, uninsured and underinsured motorists claims, collision and other than collision physical damage. In addition, this policy affords coverage on autos that are hired or borrowed or non -owned for use in the business. The non -owned can be autos owned by employees or members of their households. Non -Owned Auto exposures can be endorsed or added under the Commercial General Liability Policy. Professional/Errors and Omissions Liability Used by many professionals such as engineers, lawyers, accountants, stock brokers, financial advisers, insurance agents, court reports, dentists, nurses and teachers. It protects against the financial effects of liability lawsuits filed by clients. It basically protects professionals who cause harm to a client due to incompetence, errors , or negligence. The City of Miami — Attachment B RFP 1471386 Umbrella Liability It protects against liability and losses after primary insurance benefits have been exhausted. This supplemental coverage kicks in only after the underlined liability policies have paid their maximum benefits. Environmental Liability It protects against the financial costs of claims of injury or damage due to pollution, and other costs of cleaning up pollutants. These policies are designed to cover both property and liability risks. Directors and Officers Liability This coverage protects against claims from stockholders, employees and clients that are also aimed individually at directors and officers. These claims typically stem from errors in judgement, breaches of duty and wrongful acts in connection with company business. Cyber Liability It protects against costs of the theft, destruction or unauthorized use of electronic data through computer viruses or network intrusions. It also adds protection to a business against such costs if a business fails to safeguard another party's electronic data. Companies sharing data outside their internal network benefit from this coverage Commercial Property It protects against claims or damages to the insured's buildings, business personal property and personal property of others. It can also provide for loss of business income coverage or extra expenses incurred because of physical loss by a covered peril to the insured's property. Commercial Crime It protects against loss of money, securities and other property because of a variety of criminal acts such as employee theft or embezzlement, burglary, robbery, forgery, computer fraud, kidnapping and extortion. Crime insurance also covers money and securities against damage or destruction by almost any cause of loss, not just crime. The City of Miami — Attachment B RFP 1471386 Builders Risk It protects against damage to or destruction of buildings or other structures during their construction. Any party with a financial interest in a construction, remodeling, or repair project benefits from this coverage. Surety Bonds Surety bonds are three party contracts. The principal, the party that undertakes the obligation, pays for the issuance of a bond by a surety company. The bond provides capital to guarantee the obligation will be performed. The obligee is the party that receives the benefit of the bond If the obligation is improperly performed. If payment and performance bonds are required such bonds must be substantially in the form prescribed by Florida Statutes 255.05, as amended, and will be subject to the approval of the City of Miami Director of the Department of Risk Management. Valuable Papers It pays for the cost to reconstruct damaged or destroyed valuable papers and records. Typically is defined to include almost all forms of printed documents or records with the exception of money or securities, and data and media which is usually excluded. Additional Requirements The Successful Proposer must furnish the City of Miami, Department of Procurement, and Risk Management located at 444 S.W. 2nd Avenue Miami, Florida 33130, original Certificates of insurance to be in force on the date of this Contract, and Renewal Certificates of insurance thereafter. All policies indicated on the certificate must be in compliance with all Contract requirements. The failure of the City to obtain the applicable or corresponding certificates from Contractor is not a waiver by the City of any requirements for the Successful Proposer. The Successful Proposer must furnish Certificates insurance listing the City of Miami as an additional insured. All insurance certificates must be signed, dated and reference the City contract number. The insurance must provide for sixty (30) days prior written notice to be given to the City in the event coverage is substantially changed, canceled, or non -renewed. Any deductibles or self -insured retentions on referenced insurance coverages must be borne by Successful Proposer. The Successful Proposer further agrees to have insurers waive their rights of subrogation against the City of Miami, its employees, elected officials, agents, or representatives. The City of Miami — Attachment B RFP 1471386 The coverages and limits furnished by Successful Proposer in no way limit the Successful Proposer's liabilities and responsibilities specified within the Contract or law. Any insurance or self-insurance programs maintained by the City of Miami shall not contribute with insurance provided by the Successful Proposer under the Contract. The required insurance to be carried is not limited by any limitations expressed in the indemnification language in this Contract or any limitation placed on the indemnity in this Contract given as a matter of law. If the Successful Proposer is a joint venture or limited liability company, the insurance policies must name the joint venture or Limited Liability Company and each of its separate constituent entities as named insureds. The Successful Proposer must require all subcontractors to provide the insurance required herein. All subcontractors are subject to the same insurance requirements of the Successful Proposer unless otherwise specified in this Contract. If the Successful Proposer or subcontractor desire additional coverages, the party desiring the additional coverages is responsible for the acquisition and cost. Notwithstanding any provision in the Contract to the contrary, the City of Miami Risk Management Department maintains and reserves the right to modify, delete, alter or change these requirements. Note: The duty to carry and maintain insurance during the life of the contract will survive the cancellation or expiration, as applicable, under the Contract. City of Miami - Attachment C RFQ 1471386 Insurance Brokerage Services - Reference Submittal Form FIRM NAME: Reference Section 2.7 Summarized Requirements: Refer to the details in Section 2, Special Conditions, to verify that, the information provided will suffice as proof of meeting the requirements of this solicitation. Past Performance Reference Check #1 Company/Organization Name: Address: Contact Person: Contact Phone Number: Contact Email (if applicable): Date of Contract or Sale: Prime or Subcontractor: Other (Description of Service, Total dollar value of Contract, etc.): Past Performance Reference Check #2 Company/Organization Name: Address: Contact Person: Contact Phone Number: Contact Email (if applicable): Date of Contract or Sale: Prime or Subcontractor: Other (Description of Service, Total dollar value of Contract, etc.): 1 City of Miami - Attachment C RFQ 1471386 Insurance Brokerage Services - Reference Submittal Form Past Performance Reference Check #3 Company/Organization Name: Address: Contact Person: Contact Phone Number: Contact Email (if applicable): Date of Contract or Sale: Prime or Subcontractor: Other (Description of Service, Total dollar value of Contract, etc.): 2 City of Miami - Attachment D RFP 1471386 PRICE PROPOSAL INSTRUCTIONS: The Proposer shall state the not -to -exceed price for providing all Insurance Brokerage Services as stated in the Scope of Services. The price includes all costs associated with providing these services. A. Insurance Brokerage Services — Initial Three (3) years $ X 3 Years = $ (Annual Broker Fee) (Initial Term) (Total for Initial Term) B. Insurance Brokerage Services — Option to Renew Years (2 years) Option to Renew Years Annual Broker Fee 1 $ 2 $ The Proposer shall state its price for providing all services described within this Solicitation. Proposer shall submit pricing stated as a flat, fixed fee per year, which shall include all Proposer compensation necessary for the requested services. The fee proposed by the broker shall take into account all costs to provide the brokerage services identified in this RFP, including any commissions or fees charged by intermediaries (e.g., wholesale brokers) and/or commissions received or to be received by intermediaries for the placement of insurance coverage(s). The proposer must use this Attachment D, Price Proposal, in its current form and format. Edits, additions, and/or alternative pricing structures to Attachment D will be deemed non- responsive and will not be considered for contract award. Likewise, the use of any other forms and/or modification of City forms will result in the rejection of the Proposer's proposal submittal. NOTE: Any fees and/or commissions taken by the Proposer, broker(s), and/or any intermediaries in the placement of insurance coverage(s) must be disclosed to the City. The amount of annual commission shall reduce the broker's fee by the amount of the commission. For example, if the broker fee is $10.00 and the commission is $1.00, then the net broker fee charged by the broker is reduced by the broker to $9.00. City of Miami - Attachment E RFP 1471386 CITY OF MIAMI LOCAL OFFICE CERTIFICATION (City Code, Chapter 18, Article III, Section 8-73) Solicitation Type and Number: (i.e. IFQ/IFB/RFP/RFQ/RFLI No. 123456) Solicitation Titl (Bidder/Proposer) he reby certifi 's compliance with the Local Office requirements st tted under Chapter 18/Article III, Section 18-73, of the Code of the City of Miami, Florida, as amended. Local office me ins a busine;s within the city which meets all o the followi sg criteria: (1) Has lad a staffe 1 and fixed office or distribution point, operating within a permanent structure with a verifiable street address that is located within the corporat: limits of the city, for a minimum of twelve (12) months i nmediately preceding the date bids or proposals w re received 'or the purchase or contract at issue; for purposes of this secti in, "staffed" shall mean verifiable, fu 1-time, on-si to employment at the local office for a minimu of forty (40) hours per calendar week, whether is a duly au horized employee, officer, principal r owner of the local business; a post office box shall not be sufficient to constitute a local office within the city; (2) If the business is located in the permanent structure pur ivant to a lease, such lease must be in writing, for a term of to less than welve (12) months, been in effect for no less than the twelve (12) months immediately precedin ; the date bids or proposals were received, and )e available for review and approval by the chief procurement officer o - its designee; for recently -executed leases that hay been in effect for any period less than the twelve (12) mont is immediately preceding the date bids or proposa Ls were received, a prior fully -executed lease within the corporate limits of the city that documents, in writing, continuous business residence within the corporate limits of the city for a term of no less than the twe we (12) months immediately preceding the date bids or proposals were received shall be acceptable to satisfy the requirements )f this section, and shall be available f r review a .d approval by the chief procurement officer or its designee; furt ler requiring that historical, cleared rent checks o other rent p lyment documentation in writing that documents local office tenancy shall be available for review a d approval by the chief procurement officer or its d signee; (3) Has iad, for a inimum of twelve (12) months imm ;diately preceding the date bids or proposals were received for the purchase or contract at issue, a current bus ness tax rec ;ipt issued by both the city and Miami - Dade Co inty, if appli able; and (4) Has iad, for a inimum of twelve (12) months imm ;diately preceding the date bids or proposals were received for the pure lase or contract at issue, any license or certificat of competency and certificate of use required by either the city or Miami -Dade County that aut orizes the p ;rformance of said business operation and (5) Has certified in writing its compliance with the foregoing at the time of submitting its bid or proposal to be eligible f it considerat on under this section; provided, howe rer, that the burden of proof to provide all supporting documen ration in support of this local office certification is borne by the business applicant submitting a bid or proposal. 1 FORM -City of Miami Lo :al Office Certification 7/22/2013 City of Miami - Attachment E RFP 1471386 PLEASE PROVIDE THE FOLLOWING INFORMATION: Bidder/Proposer Local Office Address: Does Bidder/Proposer conduct verifiable, full- time, on -site employment at the local office for a minimum of forty (40) hours per calendar week? YES NO ❑ ❑ If Bidder/Proposer's Local Office tenancy is pursuant to a lease, has Bidder/Proposer enclosed a copy of the lease? ❑ YES ❑ NO ❑ N/A Has Bidder/Proposer enclosed a copy of the Business Tax Receipt (BTR) issued by the City of Miami and Miami -Dade County? City of Miami: Cite Exemption: NO Exempt ❑ YES ❑ ❑ Miami -Dade County: Cite Exemption: ❑ YES ❑ NO ❑ Exempt Has Bidder/Proposer enclosed a copy of the license, certificate of competency and certificate of use that authorizes the performance of Bidder/Proposer's business operations? YES NO ❑ ❑ Bidder/Proposer's signature below certifies compliance with the Local Office requirements stated under Chapter 18/Article III, Section 18-73, of the Code of the City of Miami, Florida, as amended. Print Name (Bidder/Proposer Authorized Representative) Signature Date 2 FORM -City of Miami Local Office Certification 7/22/2013 City of Miami - Attachment E RFP 1471386 STATE OF FLORIDA COUNTY OF Certified to and subscribed before me this day of , 20 , by (NOTARY SEAL) (Signature of Notary Public -State of Florida) (Name of Notary Typed, Printed, or Stamped) Personally Known OR Produced Identification Type of Identification Produced FORM -City of Miami Local Office Certification 7/22/2013 3 City of Miami - Attachment E CITY OF MIAMI SCHEDULE OF INSURANCE POLICIES (as of 71712023) This is a proprietary document Brown & Brown RFP 1471386 Type of Coverage Insurer Limits/Coverage Deductible/Retention Effective Dale Expiration Dale Premium at Renewal Policy Number Tenant User Liability General Liability & Third Party Property Damage Atlanrc Specialty Ins. Co. Limit: $1,000,000 per Occurrence Sublimits: $1,000,000 - Products/Completed Operations Aggregate $1,000,000 - Personal and Advertising Injury $1,000,000 - Each Occurrence $50,000- Damage to Premises Rented to You $1,000,000-Third Party Property Damage $0 Deductible for Liability Coverages, except $1,000 Deducible for Property Damage 1/1/2022 Continuous until cancelled Per Event Aviation Helicopter Liability Police Helicopter Westchester Rre Ins. Co. $10,000,000- Single Limit BI & PD Including Passengers per Occurrence $5,000 - Medical Expenses Each Person Including Crew $2,700,000 - Hull Included- War/IRIA $650,000 - Additional Mission Equipment $0 Deductible for Liability Physical Damage: $27,000 - While the aircraft is in motion $1,000 - While the aircraft is not In motion $500 2/6/2023 2/6/2024 $ 43996 AAC N11234732 006 Storage Tank Liability Above Ground Storage Tanks Commerce & Industry Ins. Co. $1,000,000- Each Incident $1,000,000 - Policy Aggregate $5,000- Each Incident 2/9/2023 2/9/2024 $ 6793 005096277 Property Marlins Garages Primary Layer: Axis Surplus Ins. Co. National Rre & Manne Ins. Co. Excess Property: Evanston Insurance Co. Aspen Specialty Ins. Co. Hallmark Specialty Ins. Co. Westfield Specialty Ins. Co. Navigators Specialty Ins. Co. Ironshore Specialty Ins. Co. Arrowhead Total Insured Value (TIV): $90,120,116 $25,000,000 Sublimit for Named Storm, Flood & Earthquake $5,000,000 part of $10,000,000 $5,000,000 part of $10,000,000 $3,000,000 part of $15,000,000 excess $10,000,000 $2,000,000 part of $15,000,000 excess $10,000,000 $2,500,000 part of $15,000,000 excess $10,000,000 $2,500,000 part of $15,000,000 excess $10,000,000 $2,500,000 part of $15,000,000 excess $10,000,000 $2,500,000 part of $15,000,000 excess $10,000,000 $65,120,116 Excess $25,000,000- AOP Only Excludes Flood and Earth Movement $25,000 All Other Penis, Except 5% subject to$100,000 Minimum any one occurrence for Flood 5% subject to $100,000 Minimum any one occurrence for Named Storm $100,000for Earthquake Sublimits are noted in the proposal & policies 2/9/2023 2/9/2024 $ 922,447 EAF644357-23 42-PRP-31023604 MKLV2XPR001361 PXOOV3J23 73PRX23B19D XAR-293598G-00 GA23LCMZOCUBXIC 1000573186-01 TSAHPR0000194-01 Boiler & Machinery Marlins Garages National Fire Insurance Company of Hartford $90,120,116-Total Limi[per Breakdown $10,000 2/9/2023 2/9/2024 $ 5,680 R 6080459845 Fiduciary Liability 5 Plans: 401/4571457b Federal Insurance Company $5,000,000- Each Loss $5,000,000 - Each Policy Period $25,000 2/28/2023 2/28/2024 $ 26358 82234273 City Manager's Auto Liability & Phsycial Damge National Liability&Fire Insurance Company $1,000,000- Liability CSL $1,000,000- Uninsured Motorist (BI Only) $2,000 - Medical Payments Statutory - Personal Injury Protection $34,459 - Comprehensive / Collision $0 per Occurrence $1,000 per Occurrence 3/30/2023 3/30/2024 $ 7,142 73APR38627604 AD&D Police College Hartford Life and Accident Insurance Company $25,000- Accidental Death $25,000- Accidental Dismemberment $25,000 - Accident Medical Expense $100 - Medical Expense 4/5/2023 4/5/2024 $ 9350 21-BSR-101470 Hull /Protection & Indemnity Police &Fire Vessels Travelers Property Casual Insurance Co. of America $1,000,000 -Protection & Indemnity Combined Single Limit Per Schedule - Hull $2,500-Protection&Indemnity Per Schedule - Hull 4/25/2023 4/25/2024 $ 76,668 ZOH-16P53196-23-ND City of Miami - Attachment E c�TY; 1.11111/ (4 R CITY OF MIAMI SCHEDULE OF INSURANCE POLICIES (as of 71712023) This is a proprietary document Brown & Brown RFP 1471386 Type of Coverage Insurer Limits/Coverage Deductible/Retention Effective Dale Expiration Dale Premium at Renewal Policy Number Hull Pollution Great American Insurance Co. $5,000,000- OPA Limit $5,000,000 - CERCLA Limit $0 4/25/2023 4/252024 $ 8,058 OMH 306-88-0208 Excess Protection & Indemnity StarStone National Insurance Company $9,000,000- Limit of Liability $1,000,000 per occurrence 4/25/2022 4/25/2023 $ 22575 AS8882222MAR Property City of Miami & James L. Knight Center Property Panel/Participations Total Insured Value (TIV): $628,496,691 including JLK at ACV $100,000,000 limit AOP,except (see policy for all sublimits): $25,000,000 - Named Storm $30,000,000 -All Other Wind I Flood I Earthquake $9,825,000 part of $15,000,000 $425,000 part of $15,000,000 $2,500,000 part of $15,000,000 $2,500,000 part of $30,000,000 $2,000,000 part of $30,000,000 $725,000 part of $15,000,000 excess $15,000,000 $750,000 part of $15,000,000 excess $15,000,000 $1,500,000 part of $15,000,000 excess $15,000,000 $4,275,000 part of $15,000,000 excess $15,000,000 $2,500,000 part of $15,000,000 excess $15,000,000 $1,000,000 part of $15,000,000 excess $15,000,000 $2,000,000 part of $15,000,000 excess $15,000,000 $35,000,000 part of $70M excess $30M - Excludes Wind/Hail/Flood/Earthquake $35,000,000 part of $70M excess $30M - Excludes Wind/Hail/Flood/Earthquake $100,000 All Other Penis,Except 5% per location for 100 year Flood Zones subject to $1 M Minimum 5% perlocation for any other flood loss, subject to $250,000 Min. 5% perlocation for Named Storms, subject to $250,000 Minimum $250,000 per occurrence for other Wind/Hail 5/1/2023 5/1/2024 $ 5,565239 UZ30290 UZ31800 D4222640300ti 1000396021-04 PAR-323104F-00 571073230CSP MKLV2XPR0015 ESP3000032050 D231160 ESP005477510 PXOOR3U23 062503094 LHD932445 795022170 Underwriters at Lloyds Underwriters at Lloyds Westchester Surplus Lineslns. Co. onshore Speaalry Ins. Go. Westfield Specialty Insurance Co. StarStone Specialty Insurance Co. Evanston Insurance Co. Endurance American Specialty Ins. Co. Underwriters at Lloyds Arch Specialty Insurance Co. Aspen Specialty Insurance Co. Leongtonlnsurance Company Landmark Amencanlns. Co. (RSUI) Homeland Insurance Co. of New York Utility Property Lift Stations & Solid Waste Starr Surplus Lines Insurance Company Total Insured Value (TIV): $29,401,884 $10,000,000- Includes Named StormMtind/Flood/Earthquake/B&M $50,000 All Other Penis, Except $50,000 Boller &Machinery 5% per location for Named Storms, subject to $250,000 Minimum $250,000 per occurrence for any other Wind/Hail 5% per location for 100-year Flood Zones, subject to $1 M Minimum $250,000 for all other flood loss 5/1/2023 5/1/2024 $ 500,004 23SSLDOAD306091 Boiler & Machinery City of Miami & James L. Knight Center National Fire Insurance Company of Hartford (CNA) $100,000,000- Total Limit per Breakdown James L. Knight Center -ACV Only $5,000 5/1/2023 5/1/2024 19,527 6076437779 Electronic Data Processing City of Miami AGCS Marine Insurance Company $38351,158- Breakdown Coverages $3,000,000 -Earthquake $2,500,000 - Flood Limit, per occurrence and aggregate $25,000 - Basic and Breakdown Deductible $25,000-Earthquake $500,000- Flood 5% of TIV, subject to a minimum of $250,000 for W indstorm 5/1/2023 5/1/2024 $ 197,590 MXI93087464 Terrorism Master Property IJLK l Marlins Garages Lloyd's of London $100,000,000 - Property per Occurrence/Annual Aggregate $2,000,000- Liability per Claim / Annual Aggregate $100,000- Direct Physical Loss or Damage Any One Occurrence $50,000- Each Claim for Liability 5/1/2023 5/1/2024 $ 81,034 D230292 Unmanned Aircraft) Drones Vanous $5,000,000 - Unmanned Aircraft Liability (up to 30 Drones) Per Schedule - Unmanned Aircraft Physical Damage NIL- Liabilitf Per Schedule - Physical Damage 6/18/2023 6/18/2024 $ 24,646 9018297 AD&D - Parks And Recs Summary &After School Programs National Union Fire Ins. Co. of Pittsburgh, PA $100,000 - Accidental Medical $10,000 - Accidental Dismemberment $10,000- Accidental Death $50 - Accidental Medical Expense, per injury $250 - Dental Maximum Amount per tooth 6/24/2023 6/24/2024 $ 14,396 SRG 0009144385 Crime- Parks and Rec Rdelity & Deposit Company of Maryland $100,000- Employee Theft- Per Loss Coverage $1,000- Per Occurrence 10/1/2021 10/1/2024 $43775 Prepaid CCP 0757967 Crime - City of Miami Rdelity & Deposit Company of Maryland $2,000,000- Employee Theft $2,000,000- Forgery or Alteration $2,000,000- Inside the Premises- TheftofMr Safeney urgun0es $2,000,000 - nusetheP Premise Robbery or Safe Burglary of Other Property $2,000,000- Outside the Premises $2,000,000 - Money r s &FundsTerfat oneyd $2000,000-Money Orders & Counterfeit Money $20,000 $20,000 $20,000 $20,000 $20,000 $20,000 $20,000 10/1/2022 10/1/2023 $ 11,248 CCP 06480190-01 City of Miami - Attachment E CITY OF MIAMI SCHEDULE OF INSURANCE POLICIES (as of 71712023) This is a proprietary document Brown & Brown RFP 1471386 Type of Coverage Insurer Limits/Coverage Deductible/Retention Effective Expiration Date Premium atDate Renewal Policy Number Statutory AD&D- City of Miami ACE American Insurance Company Covered Persons All fu140me Law Enforcement Officers All fu140me Firefighters DispatchersAllauxiliary reserve Law Enforcement Officers All Disp& Administrative personnel All other firefighting personnel $O Deductible 10/1/2021 10/1/2023 $ 62,607 Two annual installments ADDN04823394 Marine Operators Legal Liability Travelers Property& Casualty Co. of America $2,000,000- General Liability Aggregate $2,000,000 - Products/Completed Operations Aggregate $1,000,000- Personal & Advertising Injury $1,000,000- Each Occurrence $100,000- Fire Damage, any one fire $10,000 - Medical Expense Limit $1,000,000- Defense Costs Limit IM and Vessel Physical Damage Per Schedule General Liability: $2,500 - Property Damage, per occurrence Marine Liabilities: $5,000- MOLL and P &l, per occurrence Inland Marine: $5,000- Inland Marine, per occurrence Vessel: $1,000- Per Vessel, except $2,500 - Per Vessel for Named Storm 10/26/2022 10/26/2023 $ 182,102 ZOL-81N05537-22-ND Auto Physical Damage Vehicles over $100,003 preferred Governmental Insurance Trust Total Insured Value: $70,319,640.38 (Vehicles over $103,000 Only) $1,000,000- Per Occurrence ACV Loss Valuation Symbol 10 =Symbol 7 Scheduled Vehicles over $Gook value $100,000- Per Vehicle Deductible 11/10/2022 11/1/2023 $ 311,944 HA FL10132013 Z2-02 Excess Package ALIGLILELIPOL Hudson Excess Insurance Company $5,000,000 General Liabi ity and Aggregate $5,000,000 Public Officials Liability and Aggregate $5,000,000 Employment Practices Liability and Aggregate $2,000,000 Law Enforcement Liability and Aggregate $5,000,000 Auto Liability $1,000,000 Retention $1,000,000 Retention $1,000,000 Retention $1,000,000 Retention $1,000,000 Retention 11/1/2022 11/1/2023 $ 1,602,000 EPGA 000103-00 Excess Law Enforcement Liability Kinsale Insurance Company $3,000,000 - Each Occurrence $3,000,000- Policy Annual Aggregate $2,000,000 Retention 11/1/2022 11/1/2023 $ 383,407 0100212931-0 Excess Workers' Compensation Safety National Insurance Statutory- Workers Compensation $2,000,000- Employers' Liability $2,000,000 Retention 11/1/2022 11/1/2023 $ 1,297,232 SP 4067452 Workers' Compensation Buffer Fortegra Specailty Insurance Company $1,000,000-Excess Workers'Compensation & Employers Liability All Class Codas $1,000,000- Self Insured Retention 11/1/2022 11/1/2023 $ 1,180,984 ABL1000074-01 Privacy & Network Liability Starr Surplus Lines Insurance Company $3,000,000- Privacy Liability each Claim and Aggregate $3,000,000- Incident Response Expenses $3,000,000- Business Interruption $3,000,000- Digital Data Recovery $3,000,000- Regulatory Proceedings $3,000,000 - C/ber E#ortion $1,000,000 each Claim $1,000,000 each Claim $1,000,000 each Claim / 18 Hour Waiting Period $1,000,000 each Claim $1,000,000 each Claim $1,000,000 each Claim 11/1/2022 11/1/2023 $ 1/S S00 10006JS321"L"L1 General Liability Grapeland Water Park Prime Insurance Company $2,000,000- General Aggregate $1,000,000-Each Occurrence Limit $1,000 - per Claim 11/1/2022 11/1/2023 $ 118,355 SC22110080 City of Miami - Attachment E CITY OF MIAMI SCHEDULE OF INSURANCE POLICIES (as of 71712023) This is a proprietary document Brown & Brown RFP 1471386 Type of Coverage. IDSUrer Limits/Coverage Deductible/Retention Effective Dale Expiration Dale Premium at Renewal Policy Number Foreign General Liability, Auto Liability, Workers The Insurance Company of the State of PA General Liability: Compensation, Travel Accident & Sickness and (AIG) $4,000,000 - Master Control Program Aggregate Limit $0 Deductible 11/30/2022 11/30/2023 $ 2550 W211007977 Kidnap and RansomlExtortion $2,000,000 - General Aggregate Limit $2,000,000 - Products -Completed Operations Aggregate Limit $1,000,000 - Personal and Advertising Inlury Limit $1,000,000 - Each Occurrence Limit $1,000,000 - Damage to Premises Rented to You Limit $25,000- Medical Expense Limit Auto Liability and Physical Damage: $1,000,000 - Auto Liability any one Acadent $0 Deductible $25,000- Medical Expense $25,000/$50,000- Hired Auto Physical Damage Each Auto/Each Lass $1,000- Each Auto Voluntary Workers' Compensation: $0 Deductible $1,000,000 - Employee Injury Benefits $1,000,000 / $1,000,000 / $1,000,000 - Employers Dab liry Travel Accident and Sickness: $250,000 each person / $2,500,000 Aggregate Limit -AD&D $0 Deductible $125,000 - Accidental & Sickness Medical Expense $500 deductible per Insured person, per each injury orsickress $100,000- Emergency Medical Evacuation $0 Deductible $10,000 each person / $25,000 maimum- Emergency Family Travel $0 Deductible $20,000 each person / $100,000 maamum -Repatriation of Remains $0 Deductible Kidnap & RansomlExtortion: $0 Deductible $1,000,000/$10,000,000 - Each Insured Event and Aggregate $1,000,000- Ransom $1,000,000 - In—Transit/Delivery $1,000,000- Expenses $1,000,000- Consultants Expenses $1,000,000 — Judgements, Settlements, and Defense Costs $100,000 one person / $1,000,000 each event- Death/Dismemberment NFIP Flood Wright National Flood Various- 70 Policies foreligible structures in SFHA Various Various Various $ 578,495 Various This document is intended as a summary of insurance coverages only. Refer to the actual policy for coy rage retails. Total Premium: $ 13,437,927 Policy Count: 113 City of Miami, Florida Contract No. RFP 1471386 Attachment F PROFESSIONAL SERVICES AGREEMENT By And Between The City Of Miami. Florida and CONTRACTOR This Professional Services Agreement ("Agreement") is entered into this day of , 2024 by and between the City of Miami, a municipal corporation of the State of Florida, whose address is 444 S.W. 2nd Avenue, 10th Floor, Miami, Florida 33130 ("City"), and, company, qualified to do business in the State of Florida whose principal address is hereinafter referred to as the ("Contractor"). RECITALS: WHEREAS, the City of Miami issued Request for Proposal No. 1471386, on 2024 (the "RFP" attached hereto, incorporated hereby, and made a part of as Exhibit "A") for the provision of Insurance Brokerage Services, ("Services" as more fully set forth in the scope of work "Scope" attached hereto as Exhibit "B") for the City of Miami's Risk Management Department, and Contractor's proposal ("Proposal", attached hereto, incorporated hereby, and made part of hereof as Exhibit "C"), in response thereto, has been selected as the most qualified proposal for the provision of the Services. WHEREAS, the Evaluation/Selection Committee appointed by the City Manager determined that the Proposal submitted by the Contractor was responsive to the RFP requirements, and recommended that the City Manager negotiate with the Contractor; and WHEREAS, the City wishes to engage the Services of Contractor, and Contractor wishes to perform the Services for the City; and WHEREAS, the City and the Contractor desire to enter into this Agreement under the terms and conditions set forth herein; 1 Insurance Brokerage Services City of Miami, Florida Contract No. RFP 1471386 Attachment F NOW, THEREFORE, in consideration of the mutual covenants and promises herein contained, Contractor and the City agree as follows: TERMS: 1. RECITALS AND INCORPORATIONS: DEFINITIONS: The recitals are true and correct and are hereby incorporated into and made a part of this Agreement. The City's RFP is hereby incorporated into and made a part of this Agreement and attached hereto as Exhibit "A". The Services and Scope of Work are hereby incorporated into and made a part of this Agreement and attached as Exhibit "B". The Contractor's Response, dated_, 2024 in response to RFP 1471386, is hereby incorporated into and made a part of this Agreement as attached Exhibit "C". The Contractor's Insurance Certificate is hereby incorporated into and made a part of this Agreement as attached Exhibit "D". The order of precedence whenever there is conflicting or inconsistent language between documents is as follows in descending order of priority: (1) Professional Services Agreement ("PSA"); (2) Addenda/Addendum to the RFP, if any; (3) RFP; and (4) Contractor's response and Price Proposal Schedule, dated , 2024 acknowledging scope of services and pricing component of services and, response to the Request for Proposals. 2. TERM: The Agreement shall become effective on the date on the first page and shall be for the duration of three (3) years with an option to renew for two (2) additional one (1) year periods. The City, acting by and through its City Manager, shall have the option to extend or terminate the Agreement for convenience, that is, for any or no cause. 2 Insurance Brokerage Services City of Miami, Florida Contract No. RFP 1471386 Attachment F 3. SCOPE OF SERVICES: A. Contractor agrees to provide the Services as specifically described, and under the special terms and conditions set forth in Exhibits "A" and "B" hereto, which by this reference is incorporated into and made a part of this Agreement. B. Contractor represents to the City that: (i) it possesses all qualifications, licenses, certificates, authorizations, and expertise required for the performance of the Services, including but not limited to full qualification to do business in Florida, and meet all requirements of section 468.385, et seq., Florida Statutes; (ii) it is not delinquent in the payment of any sums due the City, including payment of permits, fees, occupational licenses, etc., nor in the performance of any obligations or payment of any monies to the City; (iii) all personnel assigned to perform the Services are and shall be, at all times during the term hereof, fully qualified and trained to perform the tasks assigned to each and possess the licenses , registrations, and certifications required by law to perform such tasks ; (iv) the Services will be performed in the manner described in Exhibit "A"; and (v) each person executing this Agreement on behalf of Contractor has been duly authorized to so execute the same and fully bind Contractor as a party to this Agreement. C. Contractor shall always provide fully qualified, competent, and physically capable employees to perform the Services under this Agreement. Contractor shall possess and maintain any required licenses, permits and certifications to perform the Services under this Agreement. City may require Contractor to remove any employee the City deems careless, incompetent, insubordinate, intoxicated on the job, or otherwise objectionable and whose continued services under this Agreement is not in the best interest of the City. 4. COMPENSATION: A. Contractor, as its sole compensation for the Services provided, shall receive compensation as indicated in Exhibit "C", which by this reference is incorporated into and made a part of this Agreement. 3 Insurance Brokerage Services City of Miami, Florida Contract No. RFP 1471386 Attachment F B. Prices shall remain firm and fixed for the initial three (3) year term of the Contract and for the two (2) one (1) year Option to Renew Years. Contractor represents, warrants and guarantees to the City that Contractor shall completely, timely and properly perform the Work and all of its obligations under the Agreement, in accordance therewith, for the Contract Price agreed upon by the parties. This Contract Price shall constitute Guaranteed Maximum Cost to the Owner for performing the Work inclusive of labor, materials, equipment, supplies, and any allowable overhead and profit. The City shall (absent a prior Amendment with a justifiable compelling cause approved as an Amendment to this Agreement) have no liability or obligation to pay any amount in excess of the stated Contract Price and Contractor shall have no recourse in that respect except to seek an Amendment to the Agreement. All costs in excess of the Contract Price shall be paid solely by Contractor without reimbursement or additional compensation from the City. 5. OWNERSHIP OF DOCUMENTS: Contractor understands and agrees that any information, document, report, data or other digital record, or any other material whatsoever which is given by the City to Contractor, its employees, or any subcontractor, or which is otherwise obtained or prepared by Contractor solely and exclusively for the City pursuant to or under the terms of this Agreement, is and shall always remain the property of the City. Contractor agrees not to use any such information, document, report, data, or material for any other purpose whatsoever without the written consent of the City Manager, which may be withheld or conditioned by the City Manager in his/her sole discretion. Contractor is permitted to make and to maintain duplicate copies of the files, records, documents, etc. if Contractor determines copies of such records are necessary after the termination of this Agreement; however, in no way shall the confidentiality as permitted by applicable laws be breached. The City shall maintain and retain ownership of any and all documents which result upon the completion of the work and Services under this Agreement as per the terms of this 4 Insurance Brokerage Services City of Miami, Florida Contract No. RFP 1471386 Attachment F Section 5. 6. AUDIT AND INSPECTION RIGHTS AND RECORDS RETENTION: A. Contractor agrees to provide access to the City or to any of its duly authorized representatives, to any books, documents, papers, and records of Contractor which are directly pertinent to this Agreement, for the purpose of audit, examination, excerpts, and transcripts. The City may, at reasonable times, and for a period of up to three (3) years following the date of final payment by the City to Contractor under this Agreement, audit and inspect, or cause to be audited and inspected, those books, documents, papers, and records of Contractor which are related to Contractor's performance under this Agreement. Contractor agrees to maintain all such books, documents, papers, and records at its principal place of business in Miami -Dade County, or its local office in Miami -Dade County or to otherwise make them available in Miami -Dade County for a period of three (3) years after final payment is made under this Agreement and all other pending matters are closed. Contractor's failure to adhere to, or refusal to comply with, this condition shall result in the immediate cancellation of this Agreement by the City. B. The City may, at reasonable times during the term hereof, inspect the Contractor's facilities and perform such tests, as the City deems reasonably necessary, to determine whether the goods or services required to be provided by Contractor under this Agreement conform to the terms hereof. Contractor shall make available to the City all reasonable facilities and assistance to facilitate the performance of tests or inspections by City representatives. All audits, tests and inspections shall be subject to, and made in accordance with, the provisions of Sections 18-100, 18-101, and 18-102 of the Code of the City of Miami, Florida ("City Code"), which Sections apply to this Agreement, as same may be amended or supplemented, from time to time. 7. AWARD OF AGREEMENT: Contractor represents and warrants to the City that it has not employed or retained any person or company employed by the City to solicit or secure this Agreement and that it has not 5 Insurance Brokerage Services City of Miami, Florida Contract No. RFP 1471386 Attachment F offered to pay, paid, or agreed to pay any person any fee, commission, percentage, brokerage fee, or gift of any kind contingent upon or in connection with, the award of this Agreement. 8. PUBLIC RECORDS: A. Contractor 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 applicable laws. Contractor's failure or refusal to comply with the provisions of this section shall result in the immediate cancellation of this Agreement by the City. B. Contractor shall additionally comply with Section 119.0701, Florida Statutes, including without limitation: (1) keep and maintain public records that ordinarily and necessarily would be required by 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 contract term and following completion of the Agreement if the Contractor does not transfer the records to the City; (4) upon completion of the Agreement, transfer, at no cost, to the City all public records in possession of the Contractor or keep and maintain public records required by the City to perform the service, if the Contractor transfers all public records to the City upon completion of the Agreement, the Contractor shall destroy any duplicate public records that are exempt or confidential and exempt from public records disclosure requirements, if the Contractor keeps and maintains public records upon completion of the Agreement, the Contractor shall meet all applicable requirements for retaining public records, all records stored electronically must be provided to the City, upon 6 Insurance Brokerage Services City of Miami, Florida Contract No. RFP 1471386 Attachment F 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, Contractor shall be permitted to retain any public records that make up part of its work product solely as required for archival purposes, as required by law, or to evidence compliance with the terms of the Agreement. C. Should Contractor determine to dispute any public access provision required by Florida Statutes, then Contractor shall do so at its own expense and at no cost to the City. IF THE CONTRACTOR HAS QUESTIONS REGARDING THE APPLICATION OF CHAPTER 119, FLORIDA STATUTES, TO THE CONTRACTOR'S DUTY TO PROVIDE PUBLIC RECORDS RELATING TO THE CONTRACT, CONTACT THE DIVISION OF PUBLIC RECORDS AT (305) 416-1800, VIA EMAIL AT PUBLICRECORDS@MIAMIGOV.COM, OR REGULAR MAIL AT CITY OF MIAMI OFFICE OF THE CITY ATTORNEY, 444 SW 2ND AVENUE, 9TH FLOOR, MIAMI, FL 33130. THE CONTRACTOR MAY ALSO CONTACT THE RECORDS CUSTODIAN ATTHE CITY OF MIAMI DEPARTMENT WHO IS ADMINISTERING THIS CONTRACT. 9. COMPLIANCE WITH FEDERAL. STATE AND LOCAL LAWS: Contractor understands that agreements with local governments are subject to certain laws and regulations, including laws pertaining to public records, conflict of interest, record keeping, etc. City and Contractor agree to comply with and observe all such applicable federal, state and local laws, rules, regulations, codes, and ordinances, as they may be amended from time to time. Contractor further agrees to include in all of Contractor's agreements with subcontractors for any Services related to this Agreement this provision requiring subcontractors to comply with and observe all applicable federal, state, and local laws rules, regulations, codes, and ordinances, as they may be amended from time to time. Local laws in accordance with this Section shall mean the applicable laws of the City of Miami, and Miami -Dade County. 7 Insurance Brokerage Services City of Miami, Florida Contract No. RFP 1471386 Attachment F 10. INDEMNIFICATION: Contractor shall indemnify, hold and save harmless, and defend (at its own cost and expense), the City, its officers, agents, directors, and/or employees, from all liabilities, damages, losses, judgements, and costs, including, but not limited to, reasonable attorney's fees, to the extent caused by the negligence, recklessness, negligent act or omission, or intentional wrongful misconduct of Contractor and persons employed or utilized by Contractor in the performance of this Contract. Contractor shall further, hold the City, its officials and employees, indemnify, save and hold harmless for, and defend (at its own cost), the City its officials and/or employees against any civil actions, statutory or similar claims, injuries or damages arising or resulting from the permitted Work, even if it is alleged that the City, its officials, and/or employees were negligent. In the event that any action or proceeding is brought against the City by reason of any such claim or demand, the Contractor shall, upon written notice from the City, resist and defend such action or proceeding by counsel satisfactory to the City. The Contractor expressly understands and agrees that any insurance protection required by this Contract or otherwise provided by the Contractor shall in no way limit the responsibility to indemnify, keep and save harmless and defend the City or its officers, employees, agents and instrumentalities as herein provided. The indemnification provided above shall obligate the Contractor to defend, at its own 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 Contractor, or persons employed or utilized by Contractor. These duties will survive the cancellation or expiration of the Contract. This Section will be interpreted under the laws of the State of Florida, including without limitation and interpretation, which conforms to the limitations of Sections 725.06 and/or 725.08, Florida Statutes, as applicable and as amended. 8 Insurance Brokerage Services City of Miami, Florida Contract No. RFP 1471386 Attachment F Contractor shall require all sub -contractor agreements to include a provision that each sub -contractor will indemnify the City in substantially the same language as this Section. The Contractor 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 Contractor in which the City participated either through review or concurrence of the Contractor's actions. In reviewing, approving or rejecting any submissions by the Contractor or other acts of the Contractor, the City, in no way, assumes or shares any responsibility or liability of the Contractor or sub -contractor under this Contract. Ten dollars ($10) 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 Contractor. 11. DEFAULT: If Contractor fails to comply with any term or condition of this Agreement, or fails to perform in any material way any of its obligations hereunder, and fails to cure such failure after reasonable notice from the City, then Contractor shall be in default. Contractor understands and agrees that termination of this Agreement under this section shall not release Contractor from any obligation(s) accruing prior to the effective date of termination. Should Contractor be unable or unwilling to commence to perform the Services within the time provided or contemplated herein, then, in addition to the foregoing, Contractor shall be liable to the City for all expenses incurred by the City in preparation and negotiation of this Agreement, as well as all costs and expenses incurred by the City in the re -procurement of the Services, including consequential and incidental damages. Upon the occurrence of a default hereunder the City, in addition to all remedies available to it by law, may immediately, upon written notice to Contractor, terminate this Agreement whereupon all payments, advances, or other compensation paid by the City to Contractor while Contractor was in default shall be immediately returned to the City. 9 Insurance Brokerage Services City of Miami, Florida Contract No. RFP 1471386 Attachment F If the City fails to comply with any term or condition of this Agreement, or fails to perform in any material way any of its obligations hereunder, and fails to cure such failure after reasonable notice from Contractor, the City shall be in default, which shall be treated as a termination pursuant to Section 13. 12. RESOLUTION OF AGREEMENT DISPUTES: Contractor understands and agrees that all disputes between Contractor and the City based upon an alleged violation of the terms of this Agreement by the City shall be submitted to the City Manager for his/her resolution, prior to Contractor being entitled to seek judicial relief in connection therewith. In the event that the amount of compensation hereunder exceeds Twenty - Five Thousand Dollars and No/Cents ($25,000), the City Manager's decision shall be approved or disapproved, as applicable, by the City Commission, whose decision shall be final. Contractor shall not be entitled to seek judicial relief, recourse, remedy or to file a civil action unless: (i) it has first received City Manager's written decision, approved or disapproved, as applicable, by the City Commission if the amount of compensation hereunder exceeds Twenty -Five Thousand Dollars and No/Cents ($25,000), or (ii) a period of sixty (60) days has expired, after submitting to the City Manager a detailed statement of the dispute, accompanied by all supporting documentation one hundred twenty (120) days if City Manager's decision is subject to City Commission approval); or (iii) City has waived compliance with the procedure set forth in this section by a written instrument clearly waiving compliance, signed by the City Manager. In no event may the amount of compensation under this Section exceed the total compensation set forth in Section 4 (A) of this Agreement. The adherence to this Section is the condition precedent to the institution of any civil action by the Contractor against the City. 10 Insurance Brokerage Services City of Miami, Florida Contract No. RFP 1471386 Attachment F 13. TERMINATION: OBLIGATIONS UPON TERMINATION: A. The City, acting by and through its City Manager, shall have the right to terminate this Agreement, in its sole discretion, and without penalty, at any time, by giving written notice to Contractor at least thirty (30) calendar days prior to the effective date of such termination. In such event, the City shall pay to Contractor compensation for Services rendered and approved expenses incurred prior to the effective date of termination. In no event shall the City be liable to Contractor for any additional compensation and expenses incurred, other than that provided herein, and in no event shall the City be liable for any consequential or incidental damages. The Contractor shall have no recourse or remedy against the City for a termination under this subsection except for payment of fees due prior to the effective date of termination. B. The City, by and acting through its City Manager, shall have the right to terminate this Agreement, in its sole discretion, and without penalty, upon the occurrence of an event of a material breach hereunder, and failure to cure the same within thirty (30) days after written notice of default. In such event, the City shall not be obligated to pay any amounts to Contractor for Services rendered by Contractor after the date of termination, but the parties shall remain responsible for any payments that have become due and owing as of the effective date of termination. In no event shall the City be liable to Contractor for any additional compensation and expenses incurred, other than that provided herein, and in no event shall the City be liable for any direct, indirect, special, consequential, or incidental damages. 14. INSURANCE: A. Contractor shall, always during the term hereof, maintain such insurance coverage(s) as may be required by the City. The insurance coverage(s) required as of the Effective Date of this Agreement are attached hereto as Exhibit "D" and incorporated herein by this reference. The City RFP number and title of the RFP must appear on each certificate of insurance. The Contractor shall add the City of Miami as an additional insured to its commercial 11 Insurance Brokerage Services City of Miami, Florida Contract No. RFP 1471386 Attachment F general liability, and auto liability policies, and as a named certificate holder on all policies. Contractor shall correct any insurance certificates as requested by the City's Risk Management Administrator. All such insurance, including renewals, shall be subject to the approval of the City for adequacy of protection and evidence of such coverage(s) and shall be furnished to the City Risk Management Administrator on Certificates of Insurance indicating such insurance to be in force and effect and any cancelled or non -renewed policy will be replaced with no coverage gap and a current Certificate of Insurance will be provided. Completed Certificates of Insurance shall be filed with the City prior to the performance of Services hereunder, provided, however, that Contractor shall at any time upon request file duplicate copies of the Certificate of Insurance with the City. B. If, in the judgment of the City, prevailing conditions warrant the provision by Contractor of additional liability insurance coverage or coverage which is different in kind, the City reserves the right to require the provision by Contractor of an amount of coverage different from the amounts or kind previously required and shall afford written notice of such change in requirements thirty (30) days prior to the date on which the requirements shall take effect. Should the Contractor fail or refuse to satisfy the requirement of changed coverage within thirty (30) days following the City's written notice, this Agreement shall be considered terminated on the date that the required change in policy coverage would otherwise take effect. C. Contractor understands and agrees that all liabilities regarding the use of any of Contractor's employees or any of Contractor's subcontractors for Services related to this Agreement shall be borne solely by Contractor throughout the term of this Agreement and that this provision shall survive the termination of this Agreement. Contractor further understands and agrees that insurance for each employee of Contractor and each subcontractor providing Services related to this Agreement shall be maintained in good standing and approved by the City Risk Management Director throughout the duration of this Agreement. 12 Insurance Brokerage Services City of Miami, Florida Contract No. RFP 1471386 Attachment F D. Contractor shall be responsible for assuring that the insurance certificates required under this Agreement remain in full force and effect for the duration of this Agreement, including any extensions hereof. If insurance certificates are scheduled to expire during the term of this Agreement and any extension hereof, Contractor shall be responsible for submitting new or renewed insurance certificates to the City's Risk Management Administrator as soon as coverages are bound with the insurers. In the event that expired certificates are not replaced, with new or renewed certificates which cover the term of this Agreement and any extension thereof: (i) the City shall suspend this Agreement until the new or renewed certificate(s) are received in acceptable form by the City's Risk Management Administrator; or (ii) the City may, at its sole discretion, terminate the Agreement for cause and seek re -procurement damages from Contractor in conjunction with the violation of the terms and conditions of this Agreement. E. Compliance with the foregoing requirements shall not relieve Contractor of its liabilities and obligations under this Agreement. 15. NONDISCRIMINATION: Contractor represents to the City that Contractor does not and will not engage in discriminatory practices and that there shall be no discrimination in connection with Contractor's performance under this Agreement on account of race, color, sex, religion, age, handicap, marital status, or national origin. Contractor further covenants that no otherwise qualified individual shall, solely due to his/her race, color, sex, religion, age, handicap, marital status, or national origin, be excluded from participation in, be denied services, or be subject to discrimination under any provision of this Agreement. 13 Insurance Brokerage Services City of Miami, Florida Contract No. RFP 1471386 Attachment F 16. ASSIGNMENT: The Contractor's services are considered specialized and unique. This Agreement shall not be assigned, sold, transferred, pledged, or otherwise conveyed by Contractor, in whole or in part, and Contractor shall not assign or otherwise subcontract any part of its operations performing these services under this Agreement, without the prior written consent of the City Manager, which may be withheld or conditioned, in the City Manager's sole discretion. 17. NOTICES: All notices or other communications required under this Agreement shall be in writing and shall be given by hand -delivery or by registered or certified U.S. Mail, return receipt requested, addressed to the other party at the address indicated herein or to such other address as a party may designate by notice given as herein provided. Notice shall be deemed given on the day on which personally delivered; or, if by mail, on the fifth day after being posted or the date of actual receipt, whichever is earlier. TO CONTRACTOR: TO THE CITY OF MIAMI: 14 Arthur Noriega V City Manager 444 SW 2nd Avenue, 10th Floor Miami, FL 33130-1910 Victoria Mendez City Attorney 444 SW 2nd Avenue, 9th Floor Miami, FL 33130-1910 Ann -Marie Sharpe Director of Risk Management 444 SW 2nd Avenue, 6th Floor Miami, FL 33130-1910 Annie Perez, CPPO Procurement Director 444 SW 2nd Avenue, 6th Floor Miami, FL 33130-1910 Insurance Brokerage Services City of Miami, Florida Contract No. RFP 1471386 Attachment F 18. MISCELLANEOUS PROVISIONS: A. This Agreement shall be construed and enforced according to the laws of the State of Florida. Venue in any proceedings between the parties shall be in Miami -Dade County, Florida. Each party shall bear its own attorney's fees. 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 personal jurisdiction of the aforementioned courts and irrevocably waive any objections to said jurisdiction. The parties irrevocably, knowingly and voluntarily waive any rights to a jury trial in any action or proceeding between them arising out of this Agreement. B. No waiver or breach of any provision of this Agreement shall constitute a waiver of any subsequent breach of the same or any other provision hereof, and no waiver shall be effective unless made in writing. C. Should any provision, paragraph, sentence, word or phrase contained in this Agreement be determined by a court of competent jurisdiction to be invalid, illegal or otherwise unenforceable under the laws of the State of Florida or the City of Miami, such provision, paragraph, sentence, word or phrase shall be deemed modified to the extent necessary in order to conform with such laws, or if not modifiable, then the same shall be deemed severable, and in either event, the remaining terms and provisions of this Agreement shall remain unmodified and in full force and effect or limitation of its use. D. Contractor shall comply with all applicable laws, rules, and regulations in the performance of this Agreement, including but not limited to licensure, and certifications required by law for professional service Contractors. E. No modification or amendment hereto shall be valid unless in writing and executed by properly authorized representatives of the parties hereto. Except as otherwise set forth in Section 2 above, the City Manager shall have the sole authority to extend, amend, or modify this Agreement on behalf of the City. 15 Insurance Brokerage Services City of Miami, Florida Contract No. RFP 1471386 Attachment F 19. SUCCESSORS AND ASSIGNS: This Agreement shall be binding upon the parties hereto, their heirs, executors, legal representatives, successors, or assigns, if any. 20. INDEPENDENT CONTRACTORS: Contractor has been procured and is being engaged to provide Services to the City as an independent contractor, and not as an agent or employee of the City. Accordingly, neither Contractor, nor its employees, nor any subcontractor hired by Contractor to provide any Services under this Agreement shall attain, nor be entitled to, any rights, emoluments, or benefits under the Civil Service or Pension Ordinances of the City, nor any rights afforded classified or unclassified employees of the City. Contractor further understands that Florida Workers' Compensation benefits available to employees of the City are not available to Contractor, its employees, or any subcontractor hired by Contractor to provide any Services hereunder, and Contractor agrees to provide or to require subcontractor(s) to provide, as applicable, workers' compensation insurance for any employee or agent of Contractor rendering Services to the City under this Agreement. Contractor further understands and agrees that Contractor's or subcontractors' use or entry upon City properties shall not in any way change its or their status as an independent contractor. 21. CONTINGENCY CLAUSE: Funding for this Agreement is contingent on the availability of funds and continued authorization for program activities and the Agreement is subject to amendment or termination due to lack of funds, reduction of funds, failure to allocate or appropriate funds, and/or change in program directions, applicable laws or regulations, upon thirty (30) days written notice. 16 Insurance Brokerage Services City of Miami, Florida Contract No. RFP 1471386 Attachment F 22. FORCE MAJEURE: A "Force Majeure Event" shall mean an act of God, act of governmental body or military authority, fire, explosion, power failure, flood, storm, hurricane, sink hole, other natural disasters, epidemic, riot or civil disturbance, war or terrorism, sabotage, insurrection, blockade, or embargo not within the control of the Contractor. In the event that either party is delayed in the performance of any act or obligation pursuant to or required by the Agreement because of a Force Majeure Event as herein defined, the time for required completion of such act or obligation shall be extended by the number of days equal to the total number of days, if any, that such Force Majeure Event actually delay such party. The party seeking delay in performance shall give notice to the other party in writing, within two (2) days of the Force Majeure Event, specifying the anticipated duration of the delay, and if such delay shall extend beyond the duration specified in such notice, additional notice shall be repeated no less than monthly so long as such delay due to a Force Majeure Event continues. Any party seeking delay in performance due to a Force Majeure Event shall use its best efforts to rectify any condition causing such delay and shall cooperate with the other party to overcome any delay that has resulted. 23. CITY NOT LIABLE FOR DELAYS: Contractor hereby understands and agrees that in no event shall the City be liable for, or responsible to Contractor or any subcontractor, or to any other person, firm, or entity for or on account of, any stoppages or delay(s) in work herein provided for, or any damages whatsoever related thereto, because of any injunction or other legal or equitable proceedings or on account of any delay(s) for any cause over which the City has no control. The sole remedy which may be granted to the Contractor, in the reasonable discretion of the City Manager, following a prompt and detailed request to be officially transmitted by the Contractor is an extension of time. No other recourse or remedy will be available to the Contractor against the 17 Insurance Brokerage Services City of Miami, Florida Contract No. RFP 1471386 Attachment F City. 24. USE OF NAME: Contractor understands and agrees that the City is not engaged in research for advertising, sales promotion, or other publicity purposes. Contractor is allowed, within the limited scope of normal and customary marketing and promotion of its work, to use the general results of this project and the name of the City. The Contractor agrees to protect any confidential information provided by the City and will not release information of a specific nature without prior written consent of the City Manager or the City Commission. 25. NO CONFLICT OF INTEREST: Pursuant to City of Miami Code Section 2-611, as amended ("City Code"), regarding conflicts of interest, Contractor hereby certifies to the City that no individual member of Contractor, no employee, and no subcontractor under this Agreement nor any immediate family member of any of the same is also a member of any board, commission, or agency of the City. Contractor hereby represents and warrants to the City that throughout the term of this Agreement, Contractor, its employees, and its subcontractors will abide by this prohibition of the City Code. 26. NO THIRD -PARTY BENEFICIARY: No persons other than the Contractor and the City (and their successors and assigns) shall have any rights as an express or implied third -party beneficiary whatsoever under this Agreement. 27. SURVIVAL: All obligations (including but not limited to indemnity and obligations to defend, save and hold harmless) and rights of any party arising during or attributable to the period prior to expiration 18 Insurance Brokerage Services City of Miami, Florida Contract No. RFP 1471386 Attachment F or earlier termination of this Agreement shall survive such expiration or earlier termination. 28. TRUTH -IN -NEGOTIATION CERTIFICATION. REPRESENTATION AND WARRANTY: Contractor hereby certifies, represents and warrants to the City that on the date of Contractor's execution of this Agreement, and so long as this Agreement shall remain in full force and effect, the wage rates and other factual unit costs supporting the compensation to Contractor under this Agreement are and will continue to be accurate, complete, and current. Contractor understands, agrees, and acknowledges that the City shall adjust the amount of the compensation and any additions thereto to exclude any significant sums by which the City determines the contract price of compensation hereunder was increased due to inaccurate, incomplete, or non- current wage rates and other factual unit costs. All such contract adjustments shall be made within one (1) year of the end of this Agreement, whether naturally expiring or earlier terminated pursuant to the provisions hereof. 29. COUNTERPARTS: This Agreement may be executed in any number of counterparts, each of which shall be deemed an original, but all of which shall constitute one and the same instrument. Facsimile, .pdf, and other electronic signatures to this Agreement shall have the same effect as original signatures. 30. ENTIRE AGREEMENT: This instrument and its attachments constitute the sole and final agreement of the parties relating to the subject matter hereof and correctly set forth the rights, duties, and obligations of each to the other as of its date. Any prior agreements, promises, negotiations, or representations not expressly set forth in this Agreement are of no force or effect. 19 Insurance Brokerage Services City of Miami, Florida Contract No. RFP 1471386 Attachment F IN WITNESS WHEREOF, the Parties have executed this Agreement, or have caused the same to be executed, as of the date and year first above written. "Contractor" , a Florida profit corporation ATTEST: By: By: Name: Name: Title: Title: ATTEST: "CITY" CITY OF MIAMI, a Florida municipal corporation By: By: Todd B. Hannon Arthur Noriega V City Clerk City Manager APPROVED AS TO LEGAL FORM AND APPROVED AS TO INSURANCE CORRECTNESS: REQUIREMENTS: By: By: Victoria Mendez Ann -Marie Sharpe, Director City Attorney Risk Management 20 Insurance Brokerage Services City of Miami, Florida Contract No. RFP 1471386 Attachment F COMPANY RESOLUTION (This Resolution needs to authorize the signatory to sign) WHEREAS, , a (company type: Inc., LLC.), desires to enter into an Agreement with the City of Miami for the purpose of performing the work described in the contract to which this resolution is attached; and WHEREAS, the (board type; Board of Directors for Inc, Board of Managers for LLC.) at a duly held company meeting has considered the matter in accordance with the bylaws of the company; NOW, THEREFORE, BE IT RESOLVED BY THE BOARD of (same as identified above) that this company is authorized to enter into the Agreement with the City, and the (company officer title) and the (company officer title) are hereby authorized and directed to execute the Agreement in the name of this Company 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 day of , 2024. ("Contractor") An (State) Company By: (sign) Print Name: TITLE: (sign) Print Name: Insurance Brokerage Services 21 City of Miami, Florida Contract No. RFP 1471386 Attachment F EXHIBIT A RFP No. 1471386 22 Insurance Brokerage Services City of Miami, Florida Contract No. RFP 1471386 Attachment F EXHIBIT B SCOPE OF WORK Provide Insurance Brokerage Service as per RFP. 23 Insurance Brokerage Services City of Miami, Florida Contract No. RFP 1471386 Attachment F EXHIBIT C PRICE PROPOSAL 24 Insurance Brokerage Services City of Miami, Florida Contract No. RFP 1245391 EXHIBIT D INSURANCE REQUIREMENTS INSURANCE REQUIREMENTS — INSURANCE BROKERAGE SERVICES Commercial General Liability A. Limits of Liability Bodily Injury and Property Damage Liability Each Occurrence General Aggregate Limit Personal and Adv. Injury Products/Completed Operations B. Endorsements Required City of Miami listed as additional insured Contingent & Contractual Liability Premises and Operations Liability Primary Insurance Clause Endorsement II. Business Automobile Liability $1,000,000 $ 2,000,000 $ 1,000,000 $ 1,000,000 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 listed as an additional insured III. Worker's Compensation Limits of Liability Statutory -State of Florida Waiver of Subrogation Employer's Liability A. Limits of Liability $1,000,000 for bodily injury caused by an accident, each accident $1,000,000 for bodily injury caused by disease, each employee $1,000,000 for bodily injury caused by disease, policy limit, 25 Insurance Brokerage Services City of Miami, Florida Contract No. RFP 1245391 IV. Insurance Agents/Brokers Professional Liability E&O Combined Single Limit Each Claim General Aggregate Limit Retroactive Date Included V. Umbrella Liability Each Occurrence Policy Aggregate $20,000,000 $20,000,000 $1 0,000,000 $10,000,000 Excess Follow Form over all applicable liability policies contained herein City of Miami listed as an additional insured VI. Cyber Liability $5,000,000 Data Breach Information Security & Privacy Insurance with Electronic Media Liability, Media Intellectual Property Liability, Network Security & Privacy Liability, Network Extortion, Social Engineering, Reputation Harm and Krypto jacking in the aggregate for claim costs and damages. 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. 26 Insurance Brokerage Services City of Miami, Florida Contract No. RFP 1245391 EXHIBIT E CORPORATE RESOLUTIONS AND EVIDENCE OF QUALIFICATION TO DO BUSINESS IN FLORIDA (To be provided upon document execution) 27 Insurance Brokerage Services City of Miami - Attachment G City of Miami 23-24 Flood Premiums RFP 1471386 Effective Date la Policy Number DESCRIPTION OF OCCUPANCY (If Vacant, state "Vacant" if Under Construction, state "Under Construction;' If Historic Bldg state "Historic") ADDRESS Line 1 City State Zip Building Value Contents Value 23-24 Premium 1/20/2023-1/20/2024 09 1152134548 01 P3 Garage 1502 NW 4th Street Miami FL 33125 $ 500,000 $ - $ 2,876 1/20/2023-1/20/2024 09 1152134559 01 P2 Garage 1402 NW 7th Street Miami FL 33125 $ 500,000 $ - $ 3,443 1/20/2023-1/20/2024 091152134551 01 P1 Garage 1502 NW 7th Street Miami FL 33125 $ 500,000 $ - $ 3,633 1/20/2023-1/20/2024 09 1151067762 09 P4 Garage 1402 NW 4th Street Miami FL 33125 $ 500,000 $ - $ 3,174 3/17/2023-3/17/2024 09 1151325956 07 Park 1075 Biscayne Blvd Miami FL 33132 $ 200,000 $ - $ 1,910 3/17/2023-3/17/2024 09 1151325962 07 Fire Support Services 1111-1121 NW 7th Street Miami FL 33136 $ 500,000 $ 433,000 $ 1,687 3/17/2023-3/17/2024 09 1151325970 07 Maintenance Buliding 1550 NW 37th Avenue Miami FL 33101 $ 325,000 $ 43,000 $ 2,474 3/17/2023-3/17/2024 09 1151325994 07 Administration Golf Course Office 1650 NW 37th Avenue Miami FL 33125 $ 500,000 $ 12,000 $ 1,345 3/17/2023-3/17/2024 09 1151326058 07 Restaurant 1802 NW 37th Avenue Miami FL 33125 $ 500,000 $ - $ 2,869 3/17/2023-3/17/2024 09 1151326060 07 Sport Complex 1901 NW 24th Avenue Miami FL 33125 $ 500,000 $ 113,000 $ 7,837 3/17/2023-3/17/2024 09 1151326061 07 Boat House 3601 Rickenbacker Causeway Miami FL 33101 $ 500,000 $ - $ 12,530 3/17/2023-3/17/2024 09 1151326064 07 Community Building 5151 NW 7th Street Miami FL 33126 $ 500,000 $ 36,000 $ 1,177 3/17/2023-3/17/2024 09 1151326066 07 Restroom/Concession 301 Biscayne Blvd Miami FL 33132 $ 500,000 $ 11,000 $ 3,603 3/17/2023-3/17/2024 09 1151326071 07 Clubhouse 1099 Macarthur Causeway Miami FL 33132 $ 500,000 $ - $ 10,649 3/17/2023-3/17/2024 09 1151326074 07 Recreation Center 1836 NW 22nd Place Miami FL 33125 $ 491,000 $ 43,000 $ 3,968 3/17/2023-3/17/2024 09 1151326100 07 Baseball Concessions 1550 NW 37th Avenue Miami FL 33101 $ 318,000 $ 39,000 $ 1,943 3/17/2023-3/17/2024 09 1151326105 07 Recreation Office 1550 NW 37th Avenue Miami FL 33101 $ 500,000 $ 39,000 $ 3,103 3/17/2023-3/17/2024 09 1151326109 07 Recreation Center 455 NW 47th Avenue Miami FL 33126 $ 500,000 $ 47,000 $ 1,201 3/17/2023-3/17/2024 09 1151326113 07 Pool Building 1836 NW 22nd Place Miami FL 33125 $ 285 000 $ 8 000 $ 2 258 3/17/2023-3/17/2024 09 1151326118 07 Police Training Center 2300 NW 23rd Street Miami FL 33142 $ 500,000 $ 259,000 $ 4,383 3/17/2023-3/17/2024 09 1151326124 07 Office/Bait Shop 4000 Crandon Blvd Miami FL 33149 $ 373,000 $ - $ 1,524 3/17/2023-3/17/2024 09 1151326126 07 Recreation Center 7025 W Flagler Street Miami FL 33144 $ 500 000 $ 58 000 $ 1 228 3/17/2023-3/17/2024 09 1151326134 07 Recreation Building 362 SW 4th Avenue Miami FL 33130 $ 500,000 $ - $ 5,467 3/17/2023-3/17/2024 09 1151326137 07 Warehouse 1000 NW S River Dr Miami FL 33101 $ 500,000 $ 408,000 $ 16,784 3/17/2023-3/17/2024 09 1151326141 07 Radio -Garage 1101 NW 7th Street Miami FL 33101 $ 500,000 $ 112,000 $ 1,667 3/17/2023-3/17/2024 09 1151326150 07 Concession Building 1550 NW 37th Avenue Miami FL 33101 $ 338,000 $ 22,000 $ 1,987 3/17/2023-3/17/2024 09 1151326158 07 Restroom/Golf Office 1550 NW 37th Avenue Miami FL 33101 $ 500,000 $ 150,000 $ 3,463 3/17/2023-3/17/2024 09 1151326163 07 Recreation Center 971 NW 2nd Street Miami FL 33128 $ 438,000 $ 13,000 $ 3,100 3/17/2023-3/17/2024 09 1151326164 07 Marina Boatyard 3385 Pan American Drive Miami FL 33133 $ 50,000 $ - $ 1,059 3/17/2023-3/17/2024 09 1151326168 07 Concession Building 4020 Virginia Beach Drive Miami FL 33149 $ 251,000 $ 31,000 $ 5,089 3/17/2023-3/17/2024 09 1151326173 07 Restroom Building 1 7025 W Flagler Street Miami FL 33144 $ 300,000 $ - $ 894 3/17/2023-3/17/2024 09 1151326176 07 Garage 444 SW 2nd Avenue Miami FL 33130 $ 500,000 $ - $ 6,827 3/17/2023-3/17/2024 09 1151326188 07 Restaurant 1001 Macarthur Causeway Miami FL 33132 $ 500,000 $ 66,000 $ 9,476 3/17/2023-3/17/2024 09 1151326195 07 Fire Station 3 1103 NW 7th Street Miami FL 33136 $ 500,000 $ 155,000 $ 1,596 3/17/2023-3/17/2024 09 1151326198 07 East Ticket Office 1550 NW 37th Avenue Miami FL 33101 $ 215,000 $ 8,000 $ 2,374 3/17/2023-3/17/2024 09 1151326200 07 West Ticket Building 1550 NW 37th Avenue Miami FL 33101 $ 215,000 $ 8,000 $ 2,341 3/17/2023-3/17/2024 09 1151326218 07 Orange Pump Station 1775 NW 7th Street Miami FL 33101 $ 493,000 $ - $ 5,496 3/17/2023-3/17/2024 09 1151326221 07 Park Net Office 1901 NW 24th Avenue Miami FL 33125 $ 257,000 $ - $ 2,779 3/17/2023-3/17/2024 09 1151326225 07 Restaurant 3501 Rickenbacker Causeway Miami FL 33149 $ 500,000 $ 57,000 $ 13,033 3/17/2023-3/17/2024 09 1151326227 07 Fire Station 10 4101 NW 7th Street Miami FL 33126 $ 500,000 $ 214,000 $ 2,329 3/17/2023-3/17/2024 09 1151326229 07 Restroom Building 2 7025 W Flagler Street Miami FL 33144 $ 263,000 $ - $ 858 3/17/2023-3/17/2024 09 1151326232 07 Park 455 NW 47th Avenue Miami FL 33126 $ 310,000 $ 29,000 $ 981 5/06/2023-5/06/2024 09 1150587618 12 N/A - Miami -Dade College Wolfson Campus 300 NW 2nd Avenue Miami FL 33128 $ 500,000 $ 300,000 $ 2,703 5/23/2023-5/23/2024 09 115033154613 N/A 2257 NW N RIVER DR Miami FL 33125 $ 500,000 $ 63,000 $ 13,902 9/10/2022-9/10/2023 09 1151366896 07 Park 2800 NW 17th St Miami FL 33125 $ 279,000 $ 16,000 $ 1,892 9/10/2022-9/10/2023 09 1151366905 07 Community Building 2800 NW 17th St Miami FL 33125 $ 368,000 $ 29,000 $ 2,321 9/10/2022-9/10/2023 09 1151366945 07 Restaurant 3381 Pan American Dr Miami FL 33133 $ 393,000 $ - $ 9,946 9/10/2022-9/10/2023 09 1151366992 07 Marina 3400 Pan American Dr Miami FL 33133 $ 437,000 $ 66,000 $ 9,722 9/10/2022-9/10/2023 09 1151367061 07 Lot 401 Biscayne Blvd Miami FL 33132 $ 255,000 $ 23,000 $ 3,333 9/10/2022-9/10/2023 09 1151367067 07 Restrooms 4020 Virginia Beach Drive Miami FL 33149 $ 272,000 $ - $ 5,091 9/10/2022-9/10/2023 09 1151367080 07 Gym 434 SW 3rd Ave Miami FL 33130 $ 500,000 $ 500,000 $ 2,809 9/10/2022-9/10/2023 09 1151367102 07 Pool Building 5215 NE 7th Ave Miami FL 33137 $ 376,000 $ 15,000 $ 7,655 9/10/2022-9/10/2023 09 1151367957 07 Tennis Court Rec Center 5215 NE 7th Ave Miami FL 33137 $ 377,000 $ 31,000 $ 6,455 9/10/2022-9/10/2023 09 1151367994 07 Retail 64 SE 4th St Miami FL 33131 $ 500,000 $ 20,000 $ 1,086 9/10/2022-9/10/2023 09 1151368000 07 Community & Restroom Bldg 321-323 SW 4th Ave Miami FL 33130 $ 500,000 $ 119,000 $ 14,263 9/10/2022-9/10/2023 09 1151368058 07 Maintenance Bldg 5215 NE 7th Ave Miami FL 33137 $ 376,000 $ 15,000 $ 7,655 9/10/2022-9/10/2023 09 1151368135 07 Concession Stand 5215 NE 7th Ave Miami FL 33137 $ 500,000 $ - $ 13,232 9/10/2022-9/10/2023 09 1151368250 07 Daycare 1500 NW 16th Ave Miami FL 33125 $ 500,000 $ 42,000 $ 5,148 9/10/2022-9/10/2023 09 1151368251 07 Police Substation N District 1000 NW 62nd St Miami FL 33150 $ 500,000 $ 500,000 $ 1,883 11/22/2022-11/22/2023 09 1150155040 13 MRC 444 SW 2nd Avenue Miami FL 33130 $ 500,000 $ 50,000 $ 1,907 11/22/2022-11/22/2023 09 1150155042 13 Manuel Artime Theater 900 SW 1st St Miami FL 33130 $ 500,000 $ 366,000 $ 5,622 11/22/2022-11/22/2023 09 1150155043 13 Manuel Artime Community Center 970 SW 1st St Miami FL 33130 $ 500,000 $ - $ 3,529 11/22/2022-11/22/2023 09 1150155045 13 PITO 2600 S Bayshore Dr Miami FL 33101 $ 500,000 $ 148,000 $ 1,151 11/26/2022-11/26/2023 99017839782019 James L Knight Center 444 SW 2ND AVE FL 9 Miami FL 33130 $ 500,000 $ 500,000 $ 2,032 12/07/2022-12/07/2023 09 1150167928 12 City Hall 3500 Pan American Dr Miami FL 33133 $ 500,000 $ 500,000 $ 31,110 $ 27,755,000 $ 5,717,000 City of Miami - Attachment G RFP 1471386 City of Miami Statement of Property Values TIV Summary Total Insured Values - Master Property 2023-2024 Building $ 491,009,671 Contents $ 40,866,928 Communications Equipment $ 12,147,650 Property In the Open $ 45,339,985 Seawalls $ 23,510,552 Business Income, Loss of Rents and Contingent BI $ 15,621,904 Total Insured Values (TIV) $ 628,496,691 Total Insured Values -Terrorism 2023-2024 Master Building & Contents $ 531,876,600 Property In the Open & Seawalls $ 68,850,537 Master BI, Loss of Rents & Contingent BI $ 15,621,904 Communications Equipment $ 12,147,650 Utilities Schedule $ 29,401,884 Marlins Garages Building & Contents $ 84,315,000 Marlins Garages BI $ 5,805,116 Marlins Garages Contingent BI $ 6,000,000 Total Insured Values (TIV) $ 754,018,691 X Signature Date This values applies to stand alone terrorism policy only. Printed: 5/18/2023 City of Miami - Attachment G RFP 1471386 City of Miami Statement of Property Values TIV Summary Total Insured Values - Master Property Updated 4/25/2023 2023-2024 Building $ 491,009,671 Contents $ 40,866,928 Communications Equipment $ 12,147,650 Property In the Open $ 45,339,985 Seawalls $ 23,510,552 Business Income, Loss of Rents and Contingent BI $ 15,621,904 Total Insured Values (TIV) $ 628,496,691 Signature Date Printed: 5/18/2023 City of Miami - Attachment G City of Miami Master Property (Less Utility) Schedule 19-20 RFP 1471386 aoe 25775324 Ung pna aoe CUR ARK Cu tz Cu tz Dade Fie ,lape urt Cu tz 00 O. O. O. O. 02 025 027 027 027 027 03 03 O. O. O. 04 04 044 044 045 045 045 045 045 043 043 00 SEAWA SEAWA B.eMenn al al, Wal Sto ape oom Net 0 5501,11/ 5501,11/ SE 2 ERR ) 33 1e 2578532 2578532 25782352 25782352 257..8 297.337 257..8 25775344 25775344 25775344 29778740 25782352 80.588 80.588 80.588 80.588 2577473 25773.8 .02 432.0 558480 .02 358. Eled ape 8025703 8025703 29784098 78.8 8028.8 802332. 802270. 245 854. .8788 50205 .425 Wal Booth RECREA ION CEN ER 208 208 200 870 878 202 202 202 202 205 208 200 200 828 2.8 853 872 204 7. 58. 20. 7.0 450 28. 25875 25. 25. Q. 330 25, 320 7020 42. 5. SO4 14.1C SO4 14.1C SO4 14.1C I SO SO2 M SO2 M SO2 M SO2 M SO2 M SO2 M SO2 M SO4 14.1C SO4 14.1C SO4 14.1C SO2 M SO2 M SO2 M SO4 14.1C I SO SO4 14.1C SO4 14.1C City of Miami - Attachment G City of Miami Master Property (Less Utility) Schedule 19-20 RFP 1471386 B van al, 8,4 DOUG AS ARK K ARK KIRKMUNROE ARK ANY I, ANY I, ANY I, ANY I, ANY I, Moo e Moo e Moo e Moo e Moo e Moo e Moo e MOORE ARK 05 05 05 052 055 058 058 06 O. 065 072 O. 07 06 074 075 078 O. 08 08 08 08 08 08 08 08 08 08 O. O. O. O. O. O. 072 O. O. O. O. O. O. 078 087 O. 00 00 00 00 00 00 00 Buld ennz Cent. Re. eatonBuld,np ARK ARK I NE ARK DOCK Dry ARK DBwdno 2230, 9,7 Ave SA/ 37 AVE ,2 OAT AR AND RD 3 St 3500 BA SHORE. 3.0 MN 7 Ave 3.0 MN 7 Ave 2.97 258..3 257.52 2572734 2572734 258..5 258..7 2573.7 .253 2572654 80.070 2570535 257.583 2578532 2578532 2578532 2578532 2578532 80.3827 257.38 257,243 257,243 257,243 2578. 80.035 802075. 2570372 80 80232567 8025.0 8025.0 80253 257.87 80.070 2.97 802005 8020.. 8020.. 8020.. 8020.. 8020.. 80,7 25736488 025. 033 050 6808 220 2570 20.0 24480 27. 53. 28. 28. 02878 8700 67.4 57, .020 6702 66, 8772 8772 7000 Buldino COMMA! HOUSE od,e Room od,e Room 000 370 208 206 20 200 200 200 200 200 2020 20, 205 205 205 20, 6,6 62 2. 200 420 4785 8820 2678 00 240 046, 2753 SO4 AR.IC SO2 M SO2 M SO4 AR.IC SO4 AR.IC SO4 AR.IC SO4 AR.IC SO2 M SO AR.IC Ign am SO4 AR.IC qnp SO4 AR.IC SO4 AR.IC SO4 AR.IC qnp ISO SO4 AR.IC 80207. 802075. 802075. 802075. 802075. 8020784 52337 .46 32433 24 220 5.4 7340 76.0 407 DryCa Comm., Cent. Dry a,nno owe IdBwdno 204 203 875 350 0.0 824 58. 5420 32. SO2 M ISO SO2 M SO4 AR.IC SO4 AR.IC SO2 M SO4 AR.IC SO2 M SO2 M SO2 M City of Miami - Attachment G City of Miami Master Property (Less Utility) Schedule 19-20 RFP 1471386 UMANS ARK MRC nnpz de al, Atal Range Athal. lilnQP Athal. lilnQP Atal Range A HA LE RANGE ARK WES END ARK HENDERSON ARK Range AM 8,84 8,22 8,35 8,07 8,0 O. O. O. O. 0. 0. 0. Dine Byjd BE INGHAM DOCKS AB C Dry ARK SWIMS NO 00 Dry Old St. ARK amo amo 525 NW CC St 525 NW CC St .325 NW CC S 8,12 NE 2nd Ave 5 NW Ave B. NE 78 St eet NW. h 5182Nd Ave 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 258.548 258.548 258.548 2578532 2578532 2578532 .802.8 ,78 ,78 ,78 2577803 25770555 25770555 258327 258327 .80203 .2038 2578.5 257. 257. 25778738 25834878 257..8 2578532 2578532 2578532 25778. 80207887 80207887 80207887 8020,87 .203 .203 2578305 8020. 80.08 25788 .80.08 8020, 802072. 25775. 80 882 53387 73. 55. 575. .072 575. BD 050. .072 050. 0320 78535 53. 220 020 34755 827358 24,8 53.7 55. 22401 830. 78.0 25.0 58872 0884 54.8 80.8 .78 $ 494 037 919 $ 48 458 928 $ 1214]650 $ 45 339 985 $ 23 510 54 $ R349505 Dry Mal dnp RECREA ION OEN ER Dry RECREA ION OEN ER 2.3 2.5 2.4 2.4 2.8 2.8 878 2.8 2.8 2.8 2.3 822 2. 2,54 2070 203.8 27. 45. 2. 50 O. O. 8328 2500 SOB R SOB R SO2 M SOB R SOB R ISO am. SOB R SOB R SOB R SOB R SOB R SOB R SO2 M SO2 M SOB R SOB R SOB R SOB R SOB R SO2 M SO2 M SO2 M ISO SO2 M SOB R SO2 M City of Miami - Attachment G City of Miami Master Property (Less Utility) Schedule 19 20 RFP 1471386 Ooe at on a, COPP GP E ARK 0 ape and a PoD CUR S ARK Cutz �r. M DO RR 00 28 00 000 007 008 008 008 008 020 020 020 026 028 038 038 038 038 038 038 038 038 036 006 038 038 000 038 048 050 050 056 068 0000 SEPWP Rad ARK qtaton 00 Bill D NO riAhnum Pe.., ant Bui ding Bath oom a, 075 B6CP NEB ND Ogg Mao hu • 68 NW 30 St 700 NW 28 St 788 20 OWN 3. 20 Mam Mam Mam Mam Mam Mam Mam Mam Mam Mam Mam Mam Mam Mam Mam Mam Mam Mam Mam Mam Mam Mam Mam Mam Mam Mam Mam Mam Mam Mam Mam Mam Mam Mam Mam Mam Mam 28 26 26 26 26 26 26 26 26 26 2578532 2575828 2580808 888 2678868 80 2672,0 2575828 80 45247 02 050 05060 80 83 630 86 03000 887 505 838 00 00 20 28 853 80 800 60 860 78 88 00 800 220 3862 63 050 6725, 726 586 880 9.355 928808 94,603 98820 8847 923638 9,82 9,556 928860 65 9283 83 9283 052 88 832 872 83 Owned Own d Own d Own d Owned Owned Own d Own d Owned Owned Own d Own d Own d Own d Own d Owned Owned Owned Own d Owned Own d Owned Own d Owned Owned Own d Own d Own d Own d Owned RED OP NO DOCKS ao An. aton An. aton Bui ding Cene oom 2006 20 4 880 2000 870 86 880 86 20 8 20 85 gg 03 862 86 840 86 880 2002 2002 2002 886 2002 86 2008 2008 2008 2008 2008 2008 2008 2008 2008 2008 2008 84.7 838 88 868 886 2008 882 882 gg 882 gg 882 gg 887 880 870 gg 2008 2008 880 880 20 786 20 4g 4500 8000 585 2604 2704 2868 8883 88, 38 2677 3520 000 320 430 8882 5642 32880 466 450 2200 4260 800 435600 50 666 286 4200 2535 SO 6 SO SO 6 60 an. IS IS SO 6 SO SO SO SO 6 SO M SO M SO SO IS IS SO 6 SO SO SO SO SO SO SO M SO M SO 6 SO 6 SO SO 6 SO 60 an. City of Miami - Attachment G City of Miami Master Property (Less Utility) Schedule 19 20 RFP 1471386 aMewdno Dinne Key M.. Dinne Key M.. Dinne Key M.. Dinne Key M.. CI HP MRG WAKE ood 28 02 05 058 060 064 066 067 067 068 070 060 06 076 078 080 08 08 08 08 08 08 08 08 08 068 084 086 088 088 08 080 086 86 86 086 086 086 086 086 086 086 086 087 080 087 088 00 02 02 02 03 03 03 04 04 04 04 05 06 07 08 08 0000 0000 0000 0000 0000 0000 0000 Sea w all PRK ewdno ewdno aoe No th Do.1,8SoNh Do. PRK DOCK CI HP om-nni eu Id no R eu Id no ew DOCKS PBCD MOM a and Rd 2820 pp AID RD 3500 BA SHORE DR 40 B6CP NEB ND 40 B6CP NEB ND 28 28 28 80223885 2672664 80240746 2572654 2578532 2578532 Jg 80228843 26.87 80223885 80240746 2672664 802.746 gggg 80207. 80207538 80207538 80207538 80207. 80207. 80207. 2578532 2578532 2577642 80204823 8026 80 02 073 826 83 63 688056 884 388 58 87 857 20 8. 04 06 02 88 220 880 924645 866. 665 9,386 920. 9840 925750 88886 88886 9838 03 .086 .088 665 05 9,386 920 554. 843 03 .086 .088 Owned Owned Owned Owned Own d Owned Own d Owned Owned Owned Owned Own d Own d Owned Own d Owned Owned Own d Owned Owned Own d Owned Own d Own d Owned Owned Own d Own d Own d Own d Own d Owned Own d Own d Owned Own d Owned Owned Owned Owned Own d Owned Own d Own d ra,11,1 MI HOME eu Id no aoe eu Id no oom oda Room oda Room Mead. z od Day Ca e Da Boot d eu Id no D. Byjd St. aoe oom 866 86 85.0 2006 84) 2008 87 868 868 867 867 86 2008 2000 2000 888 888 2000 2000 2000 2000 880 2020 2005 2005 2005 2005 20 5 2004 880 880 20 4 2002 20 0 20 0 880 880 875 880 2008 2005 885 868 2005 867 2004 864 882 300 600 7500 283 4000 246 400 678 000 2. 6868 3500 0800 2550 2070 .9600 2750 3234 200 45,0 63 7226 SO SO SO 6 SO 6 60 SO SO SO 6 SO IS 60 an. 60 an. SO M 60 an. SO SO SO M SO M SO M 60 an. 60 an. City of Miami - Attachment G City of Miami Master Property (Less Utility) Schedule 19 20 RFP 1471386 26 2008 ON SO 0000 36 84 2008 SO 2008 SO 2576828 SO 26 073 SO 26 0000 072 30 .087 Own d 2008 SO 0000 62 28 2883 eNed 57. BD 57. 20 80 220 086 PRK 3.28NW OS 2578,1,5 26 680 RECREA ION .N ER 237. 876 832 738 84806 25768 00 Bill DING 2008 SO M 20 Sew efl a I, Owned 822 00 20 000 M DOB 26 2577042 20 "43- 226 Marn 33 30 200 SO PRK Marn 30 2577544 arr. aza Marn Marn qq 36 000 803 85 85 RECREA ION N ER 20 0 80 2500 020 Owned 884 200 000 SO Marn 33 SD 538 SD 538 Owned 000 City of Miami - Attachment G City of Miami Master Property (Less Utility) Schedule 19 20 RFP 1471386 COPP GP E ARK Sew 91J a I, CUR S ARK Cutz �r. M DO 28 00 004 007 008 008 008 008 020 020 020 026 028 038 038 038 038 038 038 038 038 036 006 038 038 040 038 048 050 050 056 058 0000 ARK 00 Bill D NO *HI .ECK IS S IDES Bea Bu Bui ding 00 SE 2nd P. 075 B6CP NEB MD 68 NW 30 St 700 NW 28 St 788 20 OWN 3. 20 28 33 PS 26 26 26 26 26 26 26 26 26 25.320 888 7.,324 80 885 680 000 620 000 00 00 480 885 02 050 67 37.22 88 50 630 86 838 20 28 80 800 60 860 78 88 800 220 386 63 327 28 .880 9900 4028 990 070 62 065 8578 990 62 65 8.806 8578 858008 Owned Owned Owned Owned Owned Owned Owned Owned Owned Owned Owned Owned XED OP IN° DOCKS ao 00 Bill DING Peztoom Bea Bu Cemete 2006 20 0 880 2000 870 880 20 8 20 03 862 800 880 2002 2002 2002 886 2002 828 2008 2008 2008 2008 2008 2008 2008 2008 2008 2008 2008 89) 838 868 886 826 878 2008 882 882 882 887 880 870 2008 2008 880 880 830 20 586806 20 4B 8000 85 600 50 614 677 000 320 430 642 32880 466 800 50 286 2535 IS SO ane IS IS IS IS IS BOO MNC BOO MNC IS BOO MNC BOO MNC BOO MNC BOO MNC IS BOO MNC IS IS BOO MNC SO ane zut 9500 9500 City of Miami - Attachment G City of Miami Master Property (Less Utility) Schedule 19 20 RFP 1471386 Kennedy k ood Dinne Key Ma na Dinne Key Ma na Dinne Key Ma na Dinne Key Ma na CI HP N am Row,no Boat ‘,IRG WAKE ARC 02 05 060 064 066 067 067 068 070 060 06 076 078 080 08 08 08 08 08 08 08 08 08 068 084 086 088 088 080 08.9 086 086 086 086 086 086 086 086 087 080 087 088 00 02 02 02 03 04 04 04 04 06 07 08 0000 0000 0000 0000 0000 0000 0000 Se a w all PRK PRK 0 LE NE aoe FEDI he PRK DOCK CI HP Comun,y Cent. dot Booth nrvnan DOCKS PBCD 00000 MOM a and Rd 3500 BA SHORE DR 40 B6CP NEB `OD 40 B6CP NEB VD 28 .80.746 28 28 28 27 27 27 27 28 28 80.746 28 —00 28 26 20 40 85 88 60 468 882 66 00 603 488 480 687 682 020 820 000 840 02 862 383 63 58 80 073 826 884 888 857 20 220 880 4,4 647 9578 82.9 87 072, 665 82.9 072, 950, Owned Owned Owned Owned Owned Owned Owned Owned Owned Owned Owned Owned Owned Owned Owned Owned Owned Owned Owned Owned Owned Owned Owned Owned Owned COMUN1 HOUSE EACOCK ARK Pe. oomz Doda od,e Room od,e Room eada oom oom dot Boo!, Pe. oomz Pe. oomz Dra Vain .nano 83.0 2006 89) 2008 830 868 868 867 867 2008 2000 2000 888 888 2000 2000 2000 2000 880 2020 200.9 2005 2005 200.9 20 5 2004 830 880 880 20 4 2002 20 0 880 880 87.9 880 2008 2005 885 868 2005 8.97 2004 864 882 600 00 83 246 400 678 000 6868 3500 0800 00 63 2753 7226 IS SO am IS IS IS SO am IS IS SO am SO am IS IS IS IS IS City of Miami - Attachment G City of Miami Master Property (Less Utility) Schedule 19 20 RFP 1471386 86818. ON 0000 36 84 2008 —0000 2008 835 26 830 26 68 2008 400 072 30 0000 60 62 67 28 —0000 2883 IS BD 20 20 80 220 086 528 NW OS Marn Marn 26 Marn 62 680 0 0 Bill DING REM.. ON CEN ER 2008 876 6,28 .42 888 2008 IS 688 Marn 20 Owned 822 SO arr. 000 00 20 000 70 NW 36th St 26 20 IS 927. 04°43- 30 878 878 00 870 SW St St Marn 30 Marn 000 36 000 803 RECREA ON CEN ER 878 20 0 80 2500 IS 020 000 AR 46 Marn 06 78 000 fai#g 4lfliarni ANNIE PEREZ, CPPO ARTHUR NORIEGA V Procurement Director City Manager .0vab ADDENDUM NO. 1 RFP NO. 1471386 March 26, 2024 REQUEST FOR PROPOSALS FOR INSURANCE BROKERAGE SERVICES The following changes, additions, clarifications, and deletions amend the RFP documents of the above -captioned RFP and shall become an integral part of the Contract Documents. Deletions of contract language will be specified herein. Bold words and/or figures shall be added. The remaining provisions are now in effect and remain unchanged. Please note the contents herein and affix it to the documents you have on hand. The deadline for the submission of Proposals has been changed to Tuesday, April 23, 2024, at 5:00 PM. Any questions or clarifications concerning this solicitation shall be submitted by email or facsimile to the Procurement Department, Attn: James Justin Griffin; Email: JGriffi n(c�miamigov.com. THIS ADDENDUM IS AN ESSENTIAL PORTION OF THE RFP AND SHALL BE MADE A PART THEREOF. ALL OTHER TERMS AND CONDITIONS OF THE RFP REMAIN THE SAME. / a 4. C-ale:44-c9-)1.- fo r Annie Perez, CPPO Director of Procurement/Chief Procurement Officer City of Miami Procurement Department AP:jg cc. Ann -Marie Sharpe, Director, Risk Management Yadissa A. Calderon, CPPB, NIGP-CPP, Assistant Director of Procurement This Addendum shall be signed by an authorized representative and dated by the Proposer and submitted as proof of receipt with the submission of the Proposal. NAME OF FIRM: SIGNATURE: DATE: fai#v 4lfliami ANNIE PEREZ, CPPO ARTHUR NORIEGA V Procurement Director City Manager ADDENDUM NO. 2 RFP NO. 1471386 March 29, 2024 REQUEST FOR PROPOSALS FOR INSURANCE BROKERAGE SERVICES The following changes, additions, clarifications, and deletions amend the RFP documents of the above -captioned RFP and shall become an integral part of the Contract Documents. Deletions of contract language will be specified herein. Bold words and/or figures shall be added. The remaining provisions are now in effect and remain unchanged. Please note the contents herein and affix it to the documents you have on hand. A Sample Professional Services Agreement has been included in the Documents Section of Periscope as Attachment F. Any questions or clarifications concerning this solicitation shall be submitted by email or facsimile to the Procurement Department, Attn: James Justin Griffin; Email: JGriffin(c�miamigov.com. THIS ADDENDUM IS AN ESSENTIAL PORTION OF THE RFP AND SHALL BE MADE A PART THEREOF. ALL OTHER TERMS AND CONDITIONS OF THE RFP REMAIN THE SAME. «�:c� a- 4. � a W& for Annie Perez, CPPO Director of Procurement/Chief Procurement Officer City of Miami Procurement Department AP:jg cc. Ann -Marie Sharpe, Director, Risk Management Yadissa A. Calderon, CPPB, NIGP-CPP, Assistant Director of Procurement This Addendum shall be signed by an authorized representative and dated by the Proposer and submitted as proof of receipt with the submission of the Proposal. NAME OF FIRM: DATE: SIGNATURE: City of Miami, Florida Contract No. RFP 1471386 Attachment F PROFESSIONAL SERVICES AGREEMENT By And Between The City Of Miami. Florida and CONTRACTOR This Professional Services Agreement ("Agreement") is entered into this day of , 2024 by and between the City of Miami, a municipal corporation of the State of Florida, whose address is 444 S.W. 2nd Avenue, 10th Floor, Miami, Florida 33130 ("City"), and, company, qualified to do business in the State of Florida whose principal address is hereinafter referred to as the ("Contractor"). RECITALS: WHEREAS, the City of Miami issued Request for Proposal No. 1471386, on 2024 (the "RFP" attached hereto, incorporated hereby, and made a part of as Exhibit "A") for the provision of Insurance Brokerage Services, ("Services" as more fully set forth in the scope of work "Scope" attached hereto as Exhibit "B") for the City of Miami's Risk Management Department, and Contractor's proposal ("Proposal", attached hereto, incorporated hereby, and made part of hereof as Exhibit "C"), in response thereto, has been selected as the most qualified proposal for the provision of the Services. WHEREAS, the Evaluation/Selection Committee appointed by the City Manager determined that the Proposal submitted by the Contractor was responsive to the RFP requirements, and recommended that the City Manager negotiate with the Contractor; and WHEREAS, the City wishes to engage the Services of Contractor, and Contractor wishes to perform the Services for the City; and WHEREAS, the City and the Contractor desire to enter into this Agreement under the terms and conditions set forth herein; 1 Insurance Brokerage Services City of Miami, Florida Contract No. RFP 1471386 Attachment F NOW, THEREFORE, in consideration of the mutual covenants and promises herein contained, Contractor and the City agree as follows: TERMS: 1. RECITALS AND INCORPORATIONS: DEFINITIONS: The recitals are true and correct and are hereby incorporated into and made a part of this Agreement. The City's RFP is hereby incorporated into and made a part of this Agreement and attached hereto as Exhibit "A". The Services and Scope of Work are hereby incorporated into and made a part of this Agreement and attached as Exhibit "B". The Contractor's Response, dated_, 2024 in response to RFP 1471386, is hereby incorporated into and made a part of this Agreement as attached Exhibit "C". The Contractor's Insurance Certificate is hereby incorporated into and made a part of this Agreement as attached Exhibit "D". The order of precedence whenever there is conflicting or inconsistent language between documents is as follows in descending order of priority: (1) Professional Services Agreement ("PSA"); (2) Addenda/Addendum to the RFP, if any; (3) RFP; and (4) Contractor's response and Price Proposal Schedule, dated , 2024 acknowledging scope of services and pricing component of services and, response to the Request for Proposals. 2. TERM: The Agreement shall become effective on the date on the first page and shall be for the duration of three (3) years with an option to renew for two (2) additional one (1) year periods. The City, acting by and through its City Manager, shall have the option to extend or terminate the Agreement for convenience, that is, for any or no cause. 2 Insurance Brokerage Services City of Miami, Florida Contract No. RFP 1471386 Attachment F 3. SCOPE OF SERVICES: A. Contractor agrees to provide the Services as specifically described, and under the special terms and conditions set forth in Exhibits "A" and "B" hereto, which by this reference is incorporated into and made a part of this Agreement. B. Contractor represents to the City that: (i) it possesses all qualifications, licenses, certificates, authorizations, and expertise required for the performance of the Services, including but not limited to full qualification to do business in Florida, and meet all requirements of section 468.385, et seq., Florida Statutes; (ii) it is not delinquent in the payment of any sums due the City, including payment of permits, fees, occupational licenses, etc., nor in the performance of any obligations or payment of any monies to the City; (iii) all personnel assigned to perform the Services are and shall be, at all times during the term hereof, fully qualified and trained to perform the tasks assigned to each and possess the licenses , registrations, and certifications required by law to perform such tasks ; (iv) the Services will be performed in the manner described in Exhibit "A"; and (v) each person executing this Agreement on behalf of Contractor has been duly authorized to so execute the same and fully bind Contractor as a party to this Agreement. C. Contractor shall always provide fully qualified, competent, and physically capable employees to perform the Services under this Agreement. Contractor shall possess and maintain any required licenses, permits and certifications to perform the Services under this Agreement. City may require Contractor to remove any employee the City deems careless, incompetent, insubordinate, intoxicated on the job, or otherwise objectionable and whose continued services under this Agreement is not in the best interest of the City. 4. COMPENSATION: A. Contractor, as its sole compensation for the Services provided, shall receive compensation as indicated in Exhibit "C", which by this reference is incorporated into and made a part of this Agreement. 3 Insurance Brokerage Services City of Miami, Florida Contract No. RFP 1471386 Attachment F B. Prices shall remain firm and fixed for the initial three (3) year term of the Contract and for the two (2) one (1) year Option to Renew Years. Contractor represents, warrants and guarantees to the City that Contractor shall completely, timely and properly perform the Work and all of its obligations under the Agreement, in accordance therewith, for the Contract Price agreed upon by the parties. This Contract Price shall constitute Guaranteed Maximum Cost to the Owner for performing the Work inclusive of labor, materials, equipment, supplies, and any allowable overhead and profit. The City shall (absent a prior Amendment with a justifiable compelling cause approved as an Amendment to this Agreement) have no liability or obligation to pay any amount in excess of the stated Contract Price and Contractor shall have no recourse in that respect except to seek an Amendment to the Agreement. All costs in excess of the Contract Price shall be paid solely by Contractor without reimbursement or additional compensation from the City. 5. OWNERSHIP OF DOCUMENTS: Contractor understands and agrees that any information, document, report, data or other digital record, or any other material whatsoever which is given by the City to Contractor, its employees, or any subcontractor, or which is otherwise obtained or prepared by Contractor solely and exclusively for the City pursuant to or under the terms of this Agreement, is and shall always remain the property of the City. Contractor agrees not to use any such information, document, report, data, or material for any other purpose whatsoever without the written consent of the City Manager, which may be withheld or conditioned by the City Manager in his/her sole discretion. Contractor is permitted to make and to maintain duplicate copies of the files, records, documents, etc. if Contractor determines copies of such records are necessary after the termination of this Agreement; however, in no way shall the confidentiality as permitted by applicable laws be breached. The City shall maintain and retain ownership of any and all documents which result upon the completion of the work and Services under this Agreement as per the terms of this 4 Insurance Brokerage Services City of Miami, Florida Contract No. RFP 1471386 Attachment F Section 5. 6. AUDIT AND INSPECTION RIGHTS AND RECORDS RETENTION: A. Contractor agrees to provide access to the City or to any of its duly authorized representatives, to any books, documents, papers, and records of Contractor which are directly pertinent to this Agreement, for the purpose of audit, examination, excerpts, and transcripts. The City may, at reasonable times, and for a period of up to three (3) years following the date of final payment by the City to Contractor under this Agreement, audit and inspect, or cause to be audited and inspected, those books, documents, papers, and records of Contractor which are related to Contractor's performance under this Agreement. Contractor agrees to maintain all such books, documents, papers, and records at its principal place of business in Miami -Dade County, or its local office in Miami -Dade County or to otherwise make them available in Miami -Dade County for a period of three (3) years after final payment is made under this Agreement and all other pending matters are closed. Contractor's failure to adhere to, or refusal to comply with, this condition shall result in the immediate cancellation of this Agreement by the City. B. The City may, at reasonable times during the term hereof, inspect the Contractor's facilities and perform such tests, as the City deems reasonably necessary, to determine whether the goods or services required to be provided by Contractor under this Agreement conform to the terms hereof. Contractor shall make available to the City all reasonable facilities and assistance to facilitate the performance of tests or inspections by City representatives. All audits, tests and inspections shall be subject to, and made in accordance with, the provisions of Sections 18-100, 18-101, and 18-102 of the Code of the City of Miami, Florida ("City Code"), which Sections apply to this Agreement, as same may be amended or supplemented, from time to time. 7. AWARD OF AGREEMENT: Contractor represents and warrants to the City that it has not employed or retained any person or company employed by the City to solicit or secure this Agreement and that it has not 5 Insurance Brokerage Services City of Miami, Florida Contract No. RFP 1471386 Attachment F offered to pay, paid, or agreed to pay any person any fee, commission, percentage, brokerage fee, or gift of any kind contingent upon or in connection with, the award of this Agreement. 8. PUBLIC RECORDS: A. Contractor 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 applicable laws. Contractor's failure or refusal to comply with the provisions of this section shall result in the immediate cancellation of this Agreement by the City. B. Contractor shall additionally comply with Section 119.0701, Florida Statutes, including without limitation: (1) keep and maintain public records that ordinarily and necessarily would be required by 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 contract term and following completion of the Agreement if the Contractor does not transfer the records to the City; (4) upon completion of the Agreement, transfer, at no cost, to the City all public records in possession of the Contractor or keep and maintain public records required by the City to perform the service, if the Contractor transfers all public records to the City upon completion of the Agreement, the Contractor shall destroy any duplicate public records that are exempt or confidential and exempt from public records disclosure requirements, if the Contractor keeps and maintains public records upon completion of the Agreement, the Contractor shall meet all applicable requirements for retaining public records, all records stored electronically must be provided to the City, upon 6 Insurance Brokerage Services City of Miami, Florida Contract No. RFP 1471386 Attachment F 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, Contractor shall be permitted to retain any public records that make up part of its work product solely as required for archival purposes, as required by law, or to evidence compliance with the terms of the Agreement. C. Should Contractor determine to dispute any public access provision required by Florida Statutes, then Contractor shall do so at its own expense and at no cost to the City. IF THE CONTRACTOR HAS QUESTIONS REGARDING THE APPLICATION OF CHAPTER 119, FLORIDA STATUTES, TO THE CONTRACTOR'S DUTY TO PROVIDE PUBLIC RECORDS RELATING TO THE CONTRACT, CONTACT THE DIVISION OF PUBLIC RECORDS AT (305) 416-1800, VIA EMAIL AT PUBLICRECORDS@MIAMIGOV.COM, OR REGULAR MAIL AT CITY OF MIAMI OFFICE OF THE CITY ATTORNEY, 444 SW 2ND AVENUE, 9TH FLOOR, MIAMI, FL 33130. THE CONTRACTOR MAY ALSO CONTACT THE RECORDS CUSTODIAN ATTHE CITY OF MIAMI DEPARTMENT WHO IS ADMINISTERING THIS CONTRACT. 9. COMPLIANCE WITH FEDERAL. STATE AND LOCAL LAWS: Contractor understands that agreements with local governments are subject to certain laws and regulations, including laws pertaining to public records, conflict of interest, record keeping, etc. City and Contractor agree to comply with and observe all such applicable federal, state and local laws, rules, regulations, codes, and ordinances, as they may be amended from time to time. Contractor further agrees to include in all of Contractor's agreements with subcontractors for any Services related to this Agreement this provision requiring subcontractors to comply with and observe all applicable federal, state, and local laws rules, regulations, codes, and ordinances, as they may be amended from time to time. Local laws in accordance with this Section shall mean the applicable laws of the City of Miami, and Miami -Dade County. 7 Insurance Brokerage Services City of Miami, Florida Contract No. RFP 1471386 Attachment F 10. INDEMNIFICATION: Contractor shall indemnify, hold and save harmless, and defend (at its own cost and expense), the City, its officers, agents, directors, and/or employees, from all liabilities, damages, losses, judgements, and costs, including, but not limited to, reasonable attorney's fees, to the extent caused by the negligence, recklessness, negligent act or omission, or intentional wrongful misconduct of Contractor and persons employed or utilized by Contractor in the performance of this Contract. Contractor shall further, hold the City, its officials and employees, indemnify, save and hold harmless for, and defend (at its own cost), the City its officials and/or employees against any civil actions, statutory or similar claims, injuries or damages arising or resulting from the permitted Work, even if it is alleged that the City, its officials, and/or employees were negligent. In the event that any action or proceeding is brought against the City by reason of any such claim or demand, the Contractor shall, upon written notice from the City, resist and defend such action or proceeding by counsel satisfactory to the City. The Contractor expressly understands and agrees that any insurance protection required by this Contract or otherwise provided by the Contractor shall in no way limit the responsibility to indemnify, keep and save harmless and defend the City or its officers, employees, agents and instrumentalities as herein provided. The indemnification provided above shall obligate the Contractor to defend, at its own 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 Contractor, or persons employed or utilized by Contractor. These duties will survive the cancellation or expiration of the Contract. This Section will be interpreted under the laws of the State of Florida, including without limitation and interpretation, which conforms to the limitations of Sections 725.06 and/or 725.08, Florida Statutes, as applicable and as amended. 8 Insurance Brokerage Services City of Miami, Florida Contract No. RFP 1471386 Attachment F Contractor shall require all sub -contractor agreements to include a provision that each sub -contractor will indemnify the City in substantially the same language as this Section. The Contractor 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 Contractor in which the City participated either through review or concurrence of the Contractor's actions. In reviewing, approving or rejecting any submissions by the Contractor or other acts of the Contractor, the City, in no way, assumes or shares any responsibility or liability of the Contractor or sub -contractor under this Contract. Ten dollars ($10) 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 Contractor. 11. DEFAULT: If Contractor fails to comply with any term or condition of this Agreement, or fails to perform in any material way any of its obligations hereunder, and fails to cure such failure after reasonable notice from the City, then Contractor shall be in default. Contractor understands and agrees that termination of this Agreement under this section shall not release Contractor from any obligation(s) accruing prior to the effective date of termination. Should Contractor be unable or unwilling to commence to perform the Services within the time provided or contemplated herein, then, in addition to the foregoing, Contractor shall be liable to the City for all expenses incurred by the City in preparation and negotiation of this Agreement, as well as all costs and expenses incurred by the City in the re -procurement of the Services, including consequential and incidental damages. Upon the occurrence of a default hereunder the City, in addition to all remedies available to it by law, may immediately, upon written notice to Contractor, terminate this Agreement whereupon all payments, advances, or other compensation paid by the City to Contractor while Contractor was in default shall be immediately returned to the City. 9 Insurance Brokerage Services City of Miami, Florida Contract No. RFP 1471386 Attachment F If the City fails to comply with any term or condition of this Agreement, or fails to perform in any material way any of its obligations hereunder, and fails to cure such failure after reasonable notice from Contractor, the City shall be in default, which shall be treated as a termination pursuant to Section 13. 12. RESOLUTION OF AGREEMENT DISPUTES: Contractor understands and agrees that all disputes between Contractor and the City based upon an alleged violation of the terms of this Agreement by the City shall be submitted to the City Manager for his/her resolution, prior to Contractor being entitled to seek judicial relief in connection therewith. In the event that the amount of compensation hereunder exceeds Twenty - Five Thousand Dollars and No/Cents ($25,000), the City Manager's decision shall be approved or disapproved, as applicable, by the City Commission, whose decision shall be final. Contractor shall not be entitled to seek judicial relief, recourse, remedy or to file a civil action unless: (i) it has first received City Manager's written decision, approved or disapproved, as applicable, by the City Commission if the amount of compensation hereunder exceeds Twenty -Five Thousand Dollars and No/Cents ($25,000), or (ii) a period of sixty (60) days has expired, after submitting to the City Manager a detailed statement of the dispute, accompanied by all supporting documentation one hundred twenty (120) days if City Manager's decision is subject to City Commission approval); or (iii) City has waived compliance with the procedure set forth in this section by a written instrument clearly waiving compliance, signed by the City Manager. In no event may the amount of compensation under this Section exceed the total compensation set forth in Section 4 (A) of this Agreement. The adherence to this Section is the condition precedent to the institution of any civil action by the Contractor against the City. 10 Insurance Brokerage Services City of Miami, Florida Contract No. RFP 1471386 Attachment F 13. TERMINATION: OBLIGATIONS UPON TERMINATION: A. The City, acting by and through its City Manager, shall have the right to terminate this Agreement, in its sole discretion, and without penalty, at any time, by giving written notice to Contractor at least thirty (30) calendar days prior to the effective date of such termination. In such event, the City shall pay to Contractor compensation for Services rendered and approved expenses incurred prior to the effective date of termination. In no event shall the City be liable to Contractor for any additional compensation and expenses incurred, other than that provided herein, and in no event shall the City be liable for any consequential or incidental damages. The Contractor shall have no recourse or remedy against the City for a termination under this subsection except for payment of fees due prior to the effective date of termination. B. The City, by and acting through its City Manager, shall have the right to terminate this Agreement, in its sole discretion, and without penalty, upon the occurrence of an event of a material breach hereunder, and failure to cure the same within thirty (30) days after written notice of default. In such event, the City shall not be obligated to pay any amounts to Contractor for Services rendered by Contractor after the date of termination, but the parties shall remain responsible for any payments that have become due and owing as of the effective date of termination. In no event shall the City be liable to Contractor for any additional compensation and expenses incurred, other than that provided herein, and in no event shall the City be liable for any direct, indirect, special, consequential, or incidental damages. 14. INSURANCE: A. Contractor shall, always during the term hereof, maintain such insurance coverage(s) as may be required by the City. The insurance coverage(s) required as of the Effective Date of this Agreement are attached hereto as Exhibit "D" and incorporated herein by this reference. The City RFP number and title of the RFP must appear on each certificate of insurance. The Contractor shall add the City of Miami as an additional insured to its commercial 11 Insurance Brokerage Services City of Miami, Florida Contract No. RFP 1471386 Attachment F general liability, and auto liability policies, and as a named certificate holder on all policies. Contractor shall correct any insurance certificates as requested by the City's Risk Management Administrator. All such insurance, including renewals, shall be subject to the approval of the City for adequacy of protection and evidence of such coverage(s) and shall be furnished to the City Risk Management Administrator on Certificates of Insurance indicating such insurance to be in force and effect and any cancelled or non -renewed policy will be replaced with no coverage gap and a current Certificate of Insurance will be provided. Completed Certificates of Insurance shall be filed with the City prior to the performance of Services hereunder, provided, however, that Contractor shall at any time upon request file duplicate copies of the Certificate of Insurance with the City. B. If, in the judgment of the City, prevailing conditions warrant the provision by Contractor of additional liability insurance coverage or coverage which is different in kind, the City reserves the right to require the provision by Contractor of an amount of coverage different from the amounts or kind previously required and shall afford written notice of such change in requirements thirty (30) days prior to the date on which the requirements shall take effect. Should the Contractor fail or refuse to satisfy the requirement of changed coverage within thirty (30) days following the City's written notice, this Agreement shall be considered terminated on the date that the required change in policy coverage would otherwise take effect. C. Contractor understands and agrees that all liabilities regarding the use of any of Contractor's employees or any of Contractor's subcontractors for Services related to this Agreement shall be borne solely by Contractor throughout the term of this Agreement and that this provision shall survive the termination of this Agreement. Contractor further understands and agrees that insurance for each employee of Contractor and each subcontractor providing Services related to this Agreement shall be maintained in good standing and approved by the City Risk Management Director throughout the duration of this Agreement. 12 Insurance Brokerage Services City of Miami, Florida Contract No. RFP 1471386 Attachment F D. Contractor shall be responsible for assuring that the insurance certificates required under this Agreement remain in full force and effect for the duration of this Agreement, including any extensions hereof. If insurance certificates are scheduled to expire during the term of this Agreement and any extension hereof, Contractor shall be responsible for submitting new or renewed insurance certificates to the City's Risk Management Administrator as soon as coverages are bound with the insurers. In the event that expired certificates are not replaced, with new or renewed certificates which cover the term of this Agreement and any extension thereof: (i) the City shall suspend this Agreement until the new or renewed certificate(s) are received in acceptable form by the City's Risk Management Administrator; or (ii) the City may, at its sole discretion, terminate the Agreement for cause and seek re -procurement damages from Contractor in conjunction with the violation of the terms and conditions of this Agreement. E. Compliance with the foregoing requirements shall not relieve Contractor of its liabilities and obligations under this Agreement. 15. NONDISCRIMINATION: Contractor represents to the City that Contractor does not and will not engage in discriminatory practices and that there shall be no discrimination in connection with Contractor's performance under this Agreement on account of race, color, sex, religion, age, handicap, marital status, or national origin. Contractor further covenants that no otherwise qualified individual shall, solely due to his/her race, color, sex, religion, age, handicap, marital status, or national origin, be excluded from participation in, be denied services, or be subject to discrimination under any provision of this Agreement. 13 Insurance Brokerage Services City of Miami, Florida Contract No. RFP 1471386 Attachment F 16. ASSIGNMENT: The Contractor's services are considered specialized and unique. This Agreement shall not be assigned, sold, transferred, pledged, or otherwise conveyed by Contractor, in whole or in part, and Contractor shall not assign or otherwise subcontract any part of its operations performing these services under this Agreement, without the prior written consent of the City Manager, which may be withheld or conditioned, in the City Manager's sole discretion. 17. NOTICES: All notices or other communications required under this Agreement shall be in writing and shall be given by hand -delivery or by registered or certified U.S. Mail, return receipt requested, addressed to the other party at the address indicated herein or to such other address as a party may designate by notice given as herein provided. Notice shall be deemed given on the day on which personally delivered; or, if by mail, on the fifth day after being posted or the date of actual receipt, whichever is earlier. TO CONTRACTOR: TO THE CITY OF MIAMI: 14 Arthur Noriega V City Manager 444 SW 2nd Avenue, 10th Floor Miami, FL 33130-1910 Victoria Mendez City Attorney 444 SW 2nd Avenue, 9th Floor Miami, FL 33130-1910 Ann -Marie Sharpe Director of Risk Management 444 SW 2nd Avenue, 6th Floor Miami, FL 33130-1910 Annie Perez, CPPO Procurement Director 444 SW 2nd Avenue, 6th Floor Miami, FL 33130-1910 Insurance Brokerage Services City of Miami, Florida Contract No. RFP 1471386 Attachment F 18. MISCELLANEOUS PROVISIONS: A. This Agreement shall be construed and enforced according to the laws of the State of Florida. Venue in any proceedings between the parties shall be in Miami -Dade County, Florida. Each party shall bear its own attorney's fees. 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 personal jurisdiction of the aforementioned courts and irrevocably waive any objections to said jurisdiction. The parties irrevocably, knowingly and voluntarily waive any rights to a jury trial in any action or proceeding between them arising out of this Agreement. B. No waiver or breach of any provision of this Agreement shall constitute a waiver of any subsequent breach of the same or any other provision hereof, and no waiver shall be effective unless made in writing. C. Should any provision, paragraph, sentence, word or phrase contained in this Agreement be determined by a court of competent jurisdiction to be invalid, illegal or otherwise unenforceable under the laws of the State of Florida or the City of Miami, such provision, paragraph, sentence, word or phrase shall be deemed modified to the extent necessary in order to conform with such laws, or if not modifiable, then the same shall be deemed severable, and in either event, the remaining terms and provisions of this Agreement shall remain unmodified and in full force and effect or limitation of its use. D. Contractor shall comply with all applicable laws, rules, and regulations in the performance of this Agreement, including but not limited to licensure, and certifications required by law for professional service Contractors. E. No modification or amendment hereto shall be valid unless in writing and executed by properly authorized representatives of the parties hereto. Except as otherwise set forth in Section 2 above, the City Manager shall have the sole authority to extend, amend, or modify this Agreement on behalf of the City. 15 Insurance Brokerage Services City of Miami, Florida Contract No. RFP 1471386 Attachment F 19. SUCCESSORS AND ASSIGNS: This Agreement shall be binding upon the parties hereto, their heirs, executors, legal representatives, successors, or assigns, if any. 20. INDEPENDENT CONTRACTORS: Contractor has been procured and is being engaged to provide Services to the City as an independent contractor, and not as an agent or employee of the City. Accordingly, neither Contractor, nor its employees, nor any subcontractor hired by Contractor to provide any Services under this Agreement shall attain, nor be entitled to, any rights, emoluments, or benefits under the Civil Service or Pension Ordinances of the City, nor any rights afforded classified or unclassified employees of the City. Contractor further understands that Florida Workers' Compensation benefits available to employees of the City are not available to Contractor, its employees, or any subcontractor hired by Contractor to provide any Services hereunder, and Contractor agrees to provide or to require subcontractor(s) to provide, as applicable, workers' compensation insurance for any employee or agent of Contractor rendering Services to the City under this Agreement. Contractor further understands and agrees that Contractor's or subcontractors' use or entry upon City properties shall not in any way change its or their status as an independent contractor. 21. CONTINGENCY CLAUSE: Funding for this Agreement is contingent on the availability of funds and continued authorization for program activities and the Agreement is subject to amendment or termination due to lack of funds, reduction of funds, failure to allocate or appropriate funds, and/or change in program directions, applicable laws or regulations, upon thirty (30) days written notice. 16 Insurance Brokerage Services City of Miami, Florida Contract No. RFP 1471386 Attachment F 22. FORCE MAJEURE: A "Force Majeure Event" shall mean an act of God, act of governmental body or military authority, fire, explosion, power failure, flood, storm, hurricane, sink hole, other natural disasters, epidemic, riot or civil disturbance, war or terrorism, sabotage, insurrection, blockade, or embargo not within the control of the Contractor. In the event that either party is delayed in the performance of any act or obligation pursuant to or required by the Agreement because of a Force Majeure Event as herein defined, the time for required completion of such act or obligation shall be extended by the number of days equal to the total number of days, if any, that such Force Majeure Event actually delay such party. The party seeking delay in performance shall give notice to the other party in writing, within two (2) days of the Force Majeure Event, specifying the anticipated duration of the delay, and if such delay shall extend beyond the duration specified in such notice, additional notice shall be repeated no less than monthly so long as such delay due to a Force Majeure Event continues. Any party seeking delay in performance due to a Force Majeure Event shall use its best efforts to rectify any condition causing such delay and shall cooperate with the other party to overcome any delay that has resulted. 23. CITY NOT LIABLE FOR DELAYS: Contractor hereby understands and agrees that in no event shall the City be liable for, or responsible to Contractor or any subcontractor, or to any other person, firm, or entity for or on account of, any stoppages or delay(s) in work herein provided for, or any damages whatsoever related thereto, because of any injunction or other legal or equitable proceedings or on account of any delay(s) for any cause over which the City has no control. The sole remedy which may be granted to the Contractor, in the reasonable discretion of the City Manager, following a prompt and detailed request to be officially transmitted by the Contractor is an extension of time. No other recourse or remedy will be available to the Contractor against the 17 Insurance Brokerage Services City of Miami, Florida Contract No. RFP 1471386 Attachment F City. 24. USE OF NAME: Contractor understands and agrees that the City is not engaged in research for advertising, sales promotion, or other publicity purposes. Contractor is allowed, within the limited scope of normal and customary marketing and promotion of its work, to use the general results of this project and the name of the City. The Contractor agrees to protect any confidential information provided by the City and will not release information of a specific nature without prior written consent of the City Manager or the City Commission. 25. NO CONFLICT OF INTEREST: Pursuant to City of Miami Code Section 2-611, as amended ("City Code"), regarding conflicts of interest, Contractor hereby certifies to the City that no individual member of Contractor, no employee, and no subcontractor under this Agreement nor any immediate family member of any of the same is also a member of any board, commission, or agency of the City. Contractor hereby represents and warrants to the City that throughout the term of this Agreement, Contractor, its employees, and its subcontractors will abide by this prohibition of the City Code. 26. NO THIRD -PARTY BENEFICIARY: No persons other than the Contractor and the City (and their successors and assigns) shall have any rights as an express or implied third -party beneficiary whatsoever under this Agreement. 27. SURVIVAL: All obligations (including but not limited to indemnity and obligations to defend, save and hold harmless) and rights of any party arising during or attributable to the period prior to expiration 18 Insurance Brokerage Services City of Miami, Florida Contract No. RFP 1471386 Attachment F or earlier termination of this Agreement shall survive such expiration or earlier termination. 28. TRUTH -IN -NEGOTIATION CERTIFICATION. REPRESENTATION AND WARRANTY: Contractor hereby certifies, represents and warrants to the City that on the date of Contractor's execution of this Agreement, and so long as this Agreement shall remain in full force and effect, the wage rates and other factual unit costs supporting the compensation to Contractor under this Agreement are and will continue to be accurate, complete, and current. Contractor understands, agrees, and acknowledges that the City shall adjust the amount of the compensation and any additions thereto to exclude any significant sums by which the City determines the contract price of compensation hereunder was increased due to inaccurate, incomplete, or non- current wage rates and other factual unit costs. All such contract adjustments shall be made within one (1) year of the end of this Agreement, whether naturally expiring or earlier terminated pursuant to the provisions hereof. 29. COUNTERPARTS: This Agreement may be executed in any number of counterparts, each of which shall be deemed an original, but all of which shall constitute one and the same instrument. Facsimile, .pdf, and other electronic signatures to this Agreement shall have the same effect as original signatures. 30. ENTIRE AGREEMENT: This instrument and its attachments constitute the sole and final agreement of the parties relating to the subject matter hereof and correctly set forth the rights, duties, and obligations of each to the other as of its date. Any prior agreements, promises, negotiations, or representations not expressly set forth in this Agreement are of no force or effect. 19 Insurance Brokerage Services City of Miami, Florida Contract No. RFP 1471386 Attachment F IN WITNESS WHEREOF, the Parties have executed this Agreement, or have caused the same to be executed, as of the date and year first above written. "Contractor" , a Florida profit corporation ATTEST: By: By: Name: Name: Title: Title: ATTEST: "CITY" CITY OF MIAMI, a Florida municipal corporation By: By: Todd B. Hannon Arthur Noriega V City Clerk City Manager APPROVED AS TO LEGAL FORM AND APPROVED AS TO INSURANCE CORRECTNESS: REQUIREMENTS: By: By: Victoria Mendez Ann -Marie Sharpe, Director City Attorney Risk Management 20 Insurance Brokerage Services City of Miami, Florida Contract No. RFP 1471386 Attachment F COMPANY RESOLUTION (This Resolution needs to authorize the signatory to sign) WHEREAS, , a (company type: Inc., LLC.), desires to enter into an Agreement with the City of Miami for the purpose of performing the work described in the contract to which this resolution is attached; and WHEREAS, the (board type; Board of Directors for Inc, Board of Managers for LLC.) at a duly held company meeting has considered the matter in accordance with the bylaws of the company; NOW, THEREFORE, BE IT RESOLVED BY THE BOARD of (same as identified above) that this company is authorized to enter into the Agreement with the City, and the (company officer title) and the (company officer title) are hereby authorized and directed to execute the Agreement in the name of this Company 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 day of , 2024. ("Contractor") An (State) Company By: (sign) Print Name: TITLE: (sign) Print Name: Insurance Brokerage Services 21 City of Miami, Florida Contract No. RFP 1471386 Attachment F EXHIBIT A RFP No. 1471386 22 Insurance Brokerage Services City of Miami, Florida Contract No. RFP 1471386 Attachment F EXHIBIT B SCOPE OF WORK Provide Insurance Brokerage Service as per RFP. 23 Insurance Brokerage Services City of Miami, Florida Contract No. RFP 1471386 Attachment F EXHIBIT C PRICE PROPOSAL 24 Insurance Brokerage Services City of Miami, Florida Contract No. RFP 1245391 EXHIBIT D INSURANCE REQUIREMENTS INSURANCE REQUIREMENTS — INSURANCE BROKERAGE SERVICES Commercial General Liability A. Limits of Liability Bodily Injury and Property Damage Liability Each Occurrence General Aggregate Limit Personal and Adv. Injury Products/Completed Operations B. Endorsements Required City of Miami listed as additional insured Contingent & Contractual Liability Premises and Operations Liability Primary Insurance Clause Endorsement II. Business Automobile Liability $1,000,000 $ 2,000,000 $ 1,000,000 $ 1,000,000 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 listed as an additional insured III. Worker's Compensation Limits of Liability Statutory -State of Florida Waiver of Subrogation Employer's Liability A. Limits of Liability $1,000,000 for bodily injury caused by an accident, each accident $1,000,000 for bodily injury caused by disease, each employee $1,000,000 for bodily injury caused by disease, policy limit, 25 Insurance Brokerage Services City of Miami, Florida Contract No. RFP 1245391 IV. Insurance Agents/Brokers Professional Liability E&O Combined Single Limit Each Claim General Aggregate Limit Retroactive Date Included V. Umbrella Liability Each Occurrence Policy Aggregate $20,000,000 $20,000,000 $1 0,000,000 $10,000,000 Excess Follow Form over all applicable liability policies contained herein City of Miami listed as an additional insured VI. Cyber Liability $5,000,000 Data Breach Information Security & Privacy Insurance with Electronic Media Liability, Media Intellectual Property Liability, Network Security & Privacy Liability, Network Extortion, Social Engineering, Reputation Harm and Krypto jacking in the aggregate for claim costs and damages. 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. 26 Insurance Brokerage Services City of Miami, Florida Contract No. RFP 1245391 EXHIBIT E CORPORATE RESOLUTIONS AND EVIDENCE OF QUALIFICATION TO DO BUSINESS IN FLORIDA (To be provided upon document execution) 27 Insurance Brokerage Services fai#v 4lfliami ANNIE PEREZ, CPPO ARTHUR NORIEGA V Procurement Director City Manager ADDENDUM NO. 3 RFP NO. 1471386 April 19, 2024 REQUEST FOR PROPOSALS FOR INSURANCE BROKERAGE SERVICES The following changes, additions, clarifications, and deletions amend the RFP documents of the above -captioned RFP and shall become an integral part of the Contract Documents. Deletions of contract language will be specified herein. Bold words and/or figures shall be added. The remaining provisions are now in effect and remain unchanged. Please note the contents herein and affix it to the documents you have on hand. The deadline for the submission of Proposals has been changed to Tuesday, April 30, 2024, at 5:00 PM. All inquiries received in advance of the Deadline for the Receipt of Request for Clarification will be addressed in a future addendum to the RFP. THIS ADDENDUM IS AN ESSENTIAL PORTION OF THE RFP AND SHALL BE MADE A PART THEREOF. ALL OTHER TERMS AND CONDITIONS OF THE RFP REMAIN THE SAME. Annie Perez, CPPO Director of Procurement/Chief Procurement Officer City of Miami Procurement Department AP:jg cc. Ann -Marie Sharpe, Director, Risk Management Pablo Velez, Senior Assistant City Attorney Yadissa A. Calderon, CPPB, NIGP-CPP, Assistant Director of Procurement This Addendum shall be signed by an authorized representative and dated by the Proposer and submitted as proof of receipt with the submission of the Proposal. NAME OF FIRM: DATE: SIGNATURE: fai#g 4lfliami ANNIE PEREZ, CPPO ARTHUR NORIEGA V Procurement Director City Manager .0 + i1 , ADDENDUM NO. 4 RFP NO. 1471386 April 26, 2024 REQUEST FOR PROPOSALS FOR INSURANCE BROKERAGE SERVICES The following changes, additions, clarifications, and deletions amend the RFP documents of the above -captioned RFP and shall become an integral part of the Contract Documents. Deletions of contract language will be specified herein. Bold words and/or figures shall be added. The remaining provisions are now in effect and remain unchanged. Please note the contents herein and affix it to the documents you have on hand. The deadline for the submission of Proposals has been changed to Tuesday, May 7, 2024, at 5:00 PM. All inquiries received in advance of the Deadline for the Receipt of Request for Clarification will be addressed in a future addendum to the RFP. THIS ADDENDUM IS AN ESSENTIAL PORTION OF THE RFP AND SHALL BE MADE A PART THEREOF. ALL OTHER TERMS AND CONDITIONS OF THE RFP REMAIN THE SAME. Va, is Y . ����:G�f ri/ for // Annie Perez, CPPO Director of Procurement/Chief Procurement Officer City of Miami Procurement Department AP:jg cc. Ann -Marie Sharpe, Director, Risk Management Pablo Velez, Senior Assistant City Attorney Yadissa A. Calderon, CPPB, NIGP-CPP, Assistant Director of Procurement This Addendum shall be signed by an authorized representative and dated by the Proposer and submitted as proof of receipt with the submission of the Proposal. NAME OF FIRM: DATE: SIGNATURE: fai#v 4lfliami ANNIE PEREZ, CPPO ARTHUR NORIEGA V Procurement Director City Manager ADDENDUM NO. 5 RFP NO. 1471386 May 1, 2024 REQUEST FOR PROPOSALS FOR INSURANCE BROKERAGE SERVICES The following changes, additions, clarifications, and deletions amend the RFP documents of the above -captioned RFP and shall become an integral part of the Contract Documents. Deletions of contract language will be specified herein. Bold words and/or figures shall be added. The remaining provisions are now in effect and remain unchanged. Please note the contents herein and affix it to the documents you have on hand. The deadline for the submission of Proposals has been changed to Tuesday, May 21, 2024, at 5:00 PM. All inquiries received in advance of the Deadline for the Receipt of Request for Clarification will be addressed in a future addendum to the RFP. THIS ADDENDUM IS AN ESSENTIAL PORTION OF THE RFP AND SHALL BE MADE A PART THEREOF. ALL OTHER TERMS AND CONDITIONS OF THE RFP REMAIN THE SAME. Annie Perez, CPPO Director of Procurement/Chief Procurement Officer City of Miami Procurement Department AP:jg cc. Ann -Marie Sharpe, Director, Risk Management Pablo Velez, Senior Assistant City Attorney Yadissa A. Calderon, CPPB, NIGP-CPP, Assistant Director of Procurement This Addendum shall be signed by an authorized representative and dated by the Proposer and submitted as proof of receipt with the submission of the Proposal. NAME OF FIRM: DATE: SIGNATURE: Iit of i i iatiti ANNIE PEREZ, CPPO ARTHUR NORIEGA V Procurement Director City Manager ADDENDUM NO. 6 RFP NO. 1471386 May 13, 2024 REQUEST FOR PROPOSAL FOR INSURANCE BROKERAGE SERVICES The following changes, additions, clarifications, and deletions amend the RFP documents of the above -captioned RFP and shall become an integral part of the Contract Documents. Deletions of contract language will be specified herein. Bold words and/or figures shall be added. The remaining provisions are now in effect and remain unchanged. Please note the contents herein and affix to the documents you have on hand. A. Attachment F, Sample Professional Services Agreement, is relabeled as Attachment I. B. A transcript of the recording from the Voluntary Virtual Pre -Proposal Conference, which was held on February 22, 2024, has been included in the Documents Section of Periscope (BidSync) as Attachment J. C. The City's Flood Schedule for 2024 — 2025 has been added in the Documents Section of Periscope as Attachment K. D. A Master Property Schedule, in MS Excel format, has been included in the Documents Section of Periscope as Attachment L. E. The following are inquiries received from Prospective Proposers and the City's corresponding responses: Q1: Can the City provide Attachment H, Master Property Schedule, in MS Excel format? Al : Refer to Section D above. Q2: Has the City performed on -site physical property valuations within the past five (5) years? A2: No. 1 Q3: Does the City apply a building value trend factor annually? A3: No. Q4: Is the City considering having property valuations performed? A4 Yes, the City will independently procure appraisal services. Q5: Are insurance premiums and costs allocated back to the different facilities and/or departments? A5: Yes. Q5: Is the reason for publishing this RFP due to the standard bid cycle timing or is this an "off -cycle" RFP? A5: The standard bid cycle timing is the reason for publishing. Q6: What is the current fee level of compensation for the incumbent broker? A6: The current fee is sixty five thousand dollars ($65,000.00) annually. Q7: Does the current broker receive any additional compensation other than broker fees? A7: Yes, but not directly from the City of Miami. Q8: Does the current broker receive any risk control service fees? A8: No. Q9: Does Brown & Brown utilize PRIA, Bridge Specialty Group, or one of its program arms to place the property coverage? A9: Yes. Q10: If NFIP/Flood placements include commissions that cannot be netted out, then will the contracted broker be allowed to take those commissions in addition to the proposed compensation? A10: Yes. 2 Q11: Who are the current wholesalers being used to access domestic and global markets? All: Apex Insurance Public Entities Casualty Specialists (Brown and Brown); Peach Tree Special Risk aka Bridge Specialty (Brown and Brown); Decus Insurance Broker Limited (Brown and Brown); Hull &Company (Brown and Brown); and Avion Insurance. Q12: Do the current wholesalers being used to access domestic and global markets disclose their compensation to the City? Al2: No. Q13: Pursuant to Attachment D, Price Proposal, and the proposed price described in Section 4.1.6 of the RFP, please clarify that the price proposed by each respondent should include all commissions and fees charged by all owned, non - owned, both domestic and international intermediaries, including but not limited to, wholesale brokers for the placement of insurance coverages for the City? A13: Yes, this statement is confirmed. Q14: Does the City plan to conduct (yearly or periodic) audits of all commissions and fees collected by the selected proposer that includes all commission and fees charged by all owned, non -owned, both domestic and international intermediaries, including but not limited to wholesale brokers for the placement of insurance coverages for the City, to verify compliance of annual broker fee disclosure and reduction of said fee? A14: The City reserves the right to perform an audit. Q15: Does the current Annual Broker Fee include all compensation for all owned wholesalers/intermediaries and all non -owned wholesalers/intermediaries? A15: No. Q16: Please provide the Broker compensation disclosures provided by the current Broker. A16: As of April 1, 2024, the following compensations were disclosed: Broker Fees in the amount of $65,000.00 + NFIP Commissions in the amount of $57,120.00. Thus, the total amount is $122,120.00 or .86% of total premiums; and Commission to domestic excess/surplus lines wholesalers is in the amount of $588,448 or 4.15% of total premiums. 3 Q17: Please provide a list of policies placed through wholesalers and/or intermediaries. A17: Property and casualty placements are done through Apex Insurance and Bridge Specialty. Decus Insurance Broker Limited is used for placements in London, UK. Marinas' placements are done with Hull and Company. Aviation placements are done with Avion Insurance. Q18: Are there any lines of coverage (other than NFIP) or services provided that are not included in the Annual Broker Fee and what is the relevant information on any additional fees and/or commission (other than NFIP) retained by the Broker and/or any wholesalers/intermediaries for any lines of coverage or services not included in the Annual Broker Fee? A18: All lines of coverage and services are included in the Annual Broker Fee. Currently, commissions to domestic excess/surplus lines wholesalers are in the amount of $588,448. Q19: Please confirm or clarify that no wholesalers/intermediaries are permitted to earn commissions on any placements and are to have their compensation included within the Annual Broker Fee. A19: The City's intent is for no commissions or overrides to be paid unless the commissions or overrides cannot be "netted out" and the rate reduced accordingly. All compensation needs to be disclosed and the fee reduced accordingly. Q20: Please confirm there is an exception for NFIP policies and that Broker commissions for NFIP policies are in addition to the Annual Broker Fee because insurance companies are not authorized to rebate commissions on any new or renewal NFIP policies. A20: Yes, this is confirmed. Q21: What is the date of the City's latest appraisal? Is any information regarding any trending of values since the last appraisal? A21: Yes, the Broker assists in trending values. No appraisals have been conducted recently. Q22: Does the incumbent Broker participate in Workers Compensation and/or Liability Claims reviews and if so, what are the frequency of the reviews? A22: Yes, typically on a quarterly basis. 4 Q23: Is the Broker providing Loss Control Services? If so, what are the details of those services, including the number of days of service and whether those days of service are included within the current annual Broker's fee? A23: No, the incumbent broker is not providing Loss Control Services. Q24: Please provide an updated Schedule of Insurances as many of these policies may have been renewed. A24: Attachment F is the most current Schedule of Insurance available and can be found in the Documents Section of Periscope. THIS ADDENDUM IS AN ESSENTIAL PORTION OF THE RFP AND SHALL BE MADE A PART THEREOF. yC c� 4. �� GZ�% )L for Annie Perez, CPPO Chief Procurement Officer/Director City of Miami Procurement Department AP:jg cc. Ann -Marie Sharpe, Director, Risk Management Yadissa A. Calderon, CPPB, NIGP-CPP, Assistant Director of Procurement This Addendum shall be signed by an authorized representative and dated by the Proposer and submitted as proof of receipt with the submission of the Proposal. NAME OF FIRM: DATE: SIGNATURE: 5 Contract No. RFP 1471386 City of Miami Attachment I PROFESSIONAL SERVICES AGREEMENT By And Between The City Of Miami. Florida and CONTRACTOR This Professional Services Agreement ("Agreement") is entered into this day of , 2024 by and between the City of Miami, a municipal corporation of the State of Florida, whose address is 444 S.W. 2nd Avenue, 10th Floor, Miami, Florida 33130 ("City"), and, company, qualified to do business in the State of Florida whose principal address is hereinafter referred to as the ("Contractor"). RECITALS: WHEREAS, the City of Miami issued Request for Proposal No. 1471386, on 2024 (the "RFP" attached hereto, incorporated hereby, and made a part of as Exhibit "A") for the provision of Insurance Brokerage Services, ("Services" as more fully set forth in the scope of work "Scope" attached hereto as Exhibit "B") for the City of Miami's Risk Management Department, and Contractor's proposal ("Proposal", attached hereto, incorporated hereby, and made part of hereof as Exhibit "C"), in response thereto, has been selected as the most qualified proposal for the provision of the Services. WHEREAS, the Evaluation/Selection Committee appointed by the City Manager determined that the Proposal submitted by the Contractor was responsive to the RFP requirements, and recommended that the City Manager negotiate with the Contractor; and WHEREAS, the City wishes to engage the Services of Contractor, and Contractor wishes to perform the Services for the City; and WHEREAS, the City and the Contractor desire to enter into this Agreement under the terms and conditions set forth herein; Contract No. RFP 1471386 City of Miami Attachment I NOW, THEREFORE, in consideration of the mutual covenants and promises herein contained, Contractor and the City agree as follows: TERMS: 1. RECITALS AND INCORPORATIONS: DEFINITIONS: The recitals are true and correct and are hereby incorporated into and made a part of this Agreement. The City's RFP is hereby incorporated into and made a part of this Agreement and attached hereto as Exhibit "A". The Services and Scope of Work are hereby incorporated into and made a part of this Agreement and attached as Exhibit "B". The Contractor's Response, dated_, 2024 in response to RFP 1471386, is hereby incorporated into and made a part of this Agreement as attached Exhibit "C". The Contractor's Insurance Certificate is hereby incorporated into and made a part of this Agreement as attached Exhibit "D". The order of precedence whenever there is conflicting or inconsistent language between documents is as follows in descending order of priority: (1) Professional Services Agreement ("PSA"); (2) Addenda/Addendum to the RFP, if any; (3) RFP; and (4) Contractor's response and Price Proposal Schedule, dated , 2024 acknowledging scope of services and pricing component of services and, response to the Request for Proposals. 2. TERM: The Agreement shall become effective on the date on the first page and shall be for the duration of three (3) years with an option to renew for two (2) additional one (1) year periods. The City, acting by and through its City Manager, shall have the option to extend or terminate the Agreement for convenience, that is, for any or no cause. Contract No. RFP 1471386 City of Miami Attachment I 3. SCOPE OF SERVICES: A. Contractor agrees to provide the Services as specifically described, and under the special terms and conditions set forth in Exhibits "A" and "B" hereto, which by this reference is incorporated into and made a part of this Agreement. B. Contractor represents to the City that: (i) it possesses all qualifications, licenses, certificates, authorizations, and expertise required for the performance of the Services, including but not limited to full qualification to do business in Florida, and meet all requirements of section 468.385, et seq., Florida Statutes; (ii) it is not delinquent in the payment of any sums due the City, including payment of permits, fees, occupational licenses, etc., nor in the performance of any obligations or payment of any monies to the City; (iii) all personnel assigned to perform the Services are and shall be, at all times during the term hereof, fully qualified and trained to perform the tasks assigned to each and possess the licenses , registrations, and certifications required by law to perform such tasks ; (iv) the Services will be performed in the manner described in Exhibit "A"; and (v) each person executing this Agreement on behalf of Contractor has been duly authorized to so execute the same and fully bind Contractor as a party to this Agreement. C. Contractor shall always provide fully qualified, competent, and physically capable employees to perform the Services under this Agreement. Contractor shall possess and maintain any required licenses, permits and certifications to perform the Services under this Agreement. City may require Contractor to remove any employee the City deems careless, incompetent, insubordinate, intoxicated on the job, or otherwise objectionable and whose continued services under this Agreement is not in the best interest of the City. 4. COMPENSATION: A. Contractor, as its sole compensation for the Services provided, shall receive compensation as indicated in Exhibit "C", which by this reference is incorporated into and made a part of this Agreement. Contract No. RFP 1471386 City of Miami Attachment I B. Prices shall remain firm and fixed for the initial three (3) year term of the Contract and for the two (2) one (1) year Option to Renew Years. Contractor represents, warrants and guarantees to the City that Contractor shall completely, timely and properly perform the Work and all of its obligations under the Agreement, in accordance therewith, for the Contract Price agreed upon by the parties. This Contract Price shall constitute Guaranteed Maximum Cost to the Owner for performing the Work inclusive of labor, materials, equipment, supplies, and any allowable overhead and profit. The City shall (absent a prior Amendment with a justifiable compelling cause approved as an Amendment to this Agreement) have no liability or obligation to pay any amount in excess of the stated Contract Price and Contractor shall have no recourse in that respect except to seek an Amendment to the Agreement. All costs in excess of the Contract Price shall be paid solely by Contractor without reimbursement or additional compensation from the City. 5. OWNERSHIP OF DOCUMENTS: Contractor understands and agrees that any information, document, report, data or other digital record, or any other material whatsoever which is given by the City to Contractor, its employees, or any subcontractor, or which is otherwise obtained or prepared by Contractor solely and exclusively for the City pursuant to or under the terms of this Agreement, is and shall always remain the property of the City. Contractor agrees not to use any such information, document, report, data, or material for any other purpose whatsoever without the written consent of the City Manager, which may be withheld or conditioned by the City Manager in his/her sole discretion. Contractor is permitted to make and to maintain duplicate copies of the files, records, documents, etc. if Contractor determines copies of such records are necessary after the termination of this Agreement; however, in no way shall the confidentiality as permitted by applicable laws be breached. The City shall maintain and retain ownership of any and all documents which result upon the completion of the work and Services under this Agreement as per the terms of this Contract No. RFP 1471386 City of Miami Attachment I Section 5. 6. AUDIT AND INSPECTION RIGHTS AND RECORDS RETENTION: A. Contractor agrees to provide access to the City or to any of its duly authorized representatives, to any books, documents, papers, and records of Contractor which are directly pertinent to this Agreement, for the purpose of audit, examination, excerpts, and transcripts. The City may, at reasonable times, and for a period of up to three (3) years following the date of final payment by the City to Contractor under this Agreement, audit and inspect, or cause to be audited and inspected, those books, documents, papers, and records of Contractor which are related to Contractor's performance under this Agreement. Contractor agrees to maintain all such books, documents, papers, and records at its principal place of business in Miami -Dade County, or its local office in Miami -Dade County or to otherwise make them available in Miami -Dade County for a period of three (3) years after final payment is made under this Agreement and all other pending matters are closed. Contractor's failure to adhere to, or refusal to comply with, this condition shall result in the immediate cancellation of this Agreement by the City. B. The City may, at reasonable times during the term hereof, inspect the Contractor's facilities and perform such tests, as the City deems reasonably necessary, to determine whether the goods or services required to be provided by Contractor under this Agreement conform to the terms hereof. Contractor shall make available to the City all reasonable facilities and assistance to facilitate the performance of tests or inspections by City representatives. All audits, tests and inspections shall be subject to, and made in accordance with, the provisions of Sections 18-100, 18-101, and 18-102 of the Code of the City of Miami, Florida ("City Code"), which Sections apply to this Agreement, as same may be amended or supplemented, from time to time. 7. AWARD OF AGREEMENT: Contractor represents and warrants to the City that it has not employed or retained any person or company employed by the City to solicit or secure this Agreement and that it has not Contract No. RFP 1471386 City of Miami Attachment I offered to pay, paid, or agreed to pay any person any fee, commission, percentage, brokerage fee, or gift of any kind contingent upon or in connection with, the award of this Agreement. 8. PUBLIC RECORDS: A. Contractor 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 applicable laws. Contractor's failure or refusal to comply with the provisions of this section shall result in the immediate cancellation of this Agreement by the City. B. Contractor shall additionally comply with Section 119.0701, Florida Statutes, including without limitation: (1) keep and maintain public records that ordinarily and necessarily would be required by 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 contract term and following completion of the Agreement if the Contractor does not transfer the records to the City; (4) upon completion of the Agreement, transfer, at no cost, to the City all public records in possession of the Contractor or keep and maintain public records required by the City to perform the service, if the Contractor transfers all public records to the City upon completion of the Agreement, the Contractor shall destroy any duplicate public records that are exempt or confidential and exempt from public records disclosure requirements, if the Contractor keeps and maintains public records upon completion of the Agreement, the Contractor shall meet all applicable requirements for retaining public records, all records stored electronically must be provided to the City, upon Contract No. RFP 1471386 City of Miami Attachment I 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, Contractor shall be permitted to retain any public records that make up part of its work product solely as required for archival purposes, as required by law, or to evidence compliance with the terms of the Agreement. C. Should Contractor determine to dispute any public access provision required by Florida Statutes, then Contractor shall do so at its own expense and at no cost to the City. IF THE CONTRACTOR HAS QUESTIONS REGARDING THE APPLICATION OF CHAPTER 119, FLORIDA STATUTES, TO THE CONTRACTOR'S DUTY TO PROVIDE PUBLIC RECORDS RELATING TO THE CONTRACT, CONTACT THE DIVISION OF PUBLIC RECORDS AT (305) 416-1800, VIA EMAIL AT PUBLICRECORDS@MIAMIGOV.COM, OR REGULAR MAIL AT CITY OF MIAMI OFFICE OF THE CITY ATTORNEY, 444 SW 2ND AVENUE, 9TH FLOOR, MIAMI, FL 33130. THE CONTRACTOR MAY ALSO CONTACT THE RECORDS CUSTODIAN ATTHE CITY OF MIAMI DEPARTMENT WHO IS ADMINISTERING THIS CONTRACT. 9. COMPLIANCE WITH FEDERAL. STATE AND LOCAL LAWS: Contractor understands that agreements with local governments are subject to certain laws and regulations, including laws pertaining to public records, conflict of interest, record keeping, etc. City and Contractor agree to comply with and observe all such applicable federal, state and local laws, rules, regulations, codes, and ordinances, as they may be amended from time to time. Contractor further agrees to include in all of Contractor's agreements with subcontractors for any Services related to this Agreement this provision requiring subcontractors to comply with and observe all applicable federal, state, and local laws rules, regulations, codes, and ordinances, as they may be amended from time to time. Local laws in accordance with this Section shall mean the applicable laws of the City of Miami, and Miami -Dade County. Contract No. RFP 1471386 City of Miami Attachment I 10. INDEMNIFICATION: Contractor shall indemnify, hold and save harmless, and defend (at its own cost and expense), the City, its officers, agents, directors, and/or employees, from all liabilities, damages, losses, judgements, and costs, including, but not limited to, reasonable attorney's fees, to the extent caused by the negligence, recklessness, negligent act or omission, or intentional wrongful misconduct of Contractor and persons employed or utilized by Contractor in the performance of this Contract. Contractor shall further, hold the City, its officials and employees, indemnify, save and hold harmless for, and defend (at its own cost), the City its officials and/or employees against any civil actions, statutory or similar claims, injuries or damages arising or resulting from the permitted Work, even if it is alleged that the City, its officials, and/or employees were negligent. In the event that any action or proceeding is brought against the City by reason of any such claim or demand, the Contractor shall, upon written notice from the City, resist and defend such action or proceeding by counsel satisfactory to the City. The Contractor expressly understands and agrees that any insurance protection required by this Contract or otherwise provided by the Contractor shall in no way limit the responsibility to indemnify, keep and save harmless and defend the City or its officers, employees, agents and instrumentalities as herein provided. The indemnification provided above shall obligate the Contractor to defend, at its own 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 Contractor, or persons employed or utilized by Contractor. These duties will survive the cancellation or expiration of the Contract. This Section will be interpreted under the laws of the State of Florida, including without limitation and interpretation, which conforms to the limitations of Sections 725.06 and/or 725.08, Florida Statutes, as applicable and as amended. Contract No. RFP 1471386 City of Miami Attachment I Contractor shall require all sub -contractor agreements to include a provision that each sub -contractor will indemnify the City in substantially the same language as this Section. The Contractor 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 Contractor in which the City participated either through review or concurrence of the Contractor's actions. In reviewing, approving or rejecting any submissions by the Contractor or other acts of the Contractor, the City, in no way, assumes or shares any responsibility or liability of the Contractor or sub -contractor under this Contract. Ten dollars ($10) 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 Contractor. 11. DEFAULT: If Contractor fails to comply with any term or condition of this Agreement, or fails to perform in any material way any of its obligations hereunder, and fails to cure such failure after reasonable notice from the City, then Contractor shall be in default. Contractor understands and agrees that termination of this Agreement under this section shall not release Contractor from any obligation(s) accruing prior to the effective date of termination. Should Contractor be unable or unwilling to commence to perform the Services within the time provided or contemplated herein, then, in addition to the foregoing, Contractor shall be liable to the City for all expenses incurred by the City in preparation and negotiation of this Agreement, as well as all costs and expenses incurred by the City in the re -procurement of the Services, including consequential and incidental damages. Upon the occurrence of a default hereunder the City, in addition to all remedies available to it by law, may immediately, upon written notice to Contractor, terminate this Agreement whereupon all payments, advances, or other compensation paid by the City to Contractor while Contractor was in default shall be immediately returned to the City. Contract No. RFP 1471386 City of Miami Attachment I If the City fails to comply with any term or condition of this Agreement, or fails to perform in any material way any of its obligations hereunder, and fails to cure such failure after reasonable notice from Contractor, the City shall be in default, which shall be treated as a termination pursuant to Section 13. 12. RESOLUTION OF AGREEMENT DISPUTES: Contractor understands and agrees that all disputes between Contractor and the City based upon an alleged violation of the terms of this Agreement by the City shall be submitted to the City Manager for his/her resolution, prior to Contractor being entitled to seek judicial relief in connection therewith. In the event that the amount of compensation hereunder exceeds Twenty - Five Thousand Dollars and No/Cents ($25,000), the City Manager's decision shall be approved or disapproved, as applicable, by the City Commission, whose decision shall be final. Contractor shall not be entitled to seek judicial relief, recourse, remedy or to file a civil action unless: (i) it has first received City Manager's written decision, approved or disapproved, as applicable, by the City Commission if the amount of compensation hereunder exceeds Twenty -Five Thousand Dollars and No/Cents ($25,000), or (ii) a period of sixty (60) days has expired, after submitting to the City Manager a detailed statement of the dispute, accompanied by all supporting documentation one hundred twenty (120) days if City Manager's decision is subject to City Commission approval); or (iii) City has waived compliance with the procedure set forth in this section by a written instrument clearly waiving compliance, signed by the City Manager. In no event may the amount of compensation under this Section exceed the total compensation set forth in Section 4 (A) of this Agreement. The adherence to this Section is the condition precedent to the institution of any civil action by the Contractor against the City. Contract No. RFP 1471386 City of Miami Attachment I 13. TERMINATION: OBLIGATIONS UPON TERMINATION: A. The City, acting by and through its City Manager, shall have the right to terminate this Agreement, in its sole discretion, and without penalty, at any time, by giving written notice to Contractor at least thirty (30) calendar days prior to the effective date of such termination. In such event, the City shall pay to Contractor compensation for Services rendered and approved expenses incurred prior to the effective date of termination. In no event shall the City be liable to Contractor for any additional compensation and expenses incurred, other than that provided herein, and in no event shall the City be liable for any consequential or incidental damages. The Contractor shall have no recourse or remedy against the City for a termination under this subsection except for payment of fees due prior to the effective date of termination. B. The City, by and acting through its City Manager, shall have the right to terminate this Agreement, in its sole discretion, and without penalty, upon the occurrence of an event of a material breach hereunder, and failure to cure the same within thirty (30) days after written notice of default. In such event, the City shall not be obligated to pay any amounts to Contractor for Services rendered by Contractor after the date of termination, but the parties shall remain responsible for any payments that have become due and owing as of the effective date of termination. In no event shall the City be liable to Contractor for any additional compensation and expenses incurred, other than that provided herein, and in no event shall the City be liable for any direct, indirect, special, consequential, or incidental damages. 14. INSURANCE: A. Contractor shall, always during the term hereof, maintain such insurance coverage(s) as may be required by the City. The insurance coverage(s) required as of the Effective Date of this Agreement are attached hereto as Exhibit "D" and incorporated herein by this reference. The City RFP number and title of the RFP must appear on each certificate of insurance. The Contractor shall add the City of Miami as an additional insured to its commercial Contract No. RFP 1471386 City of Miami Attachment I general liability, and auto liability policies, and as a named certificate holder on all policies. Contractor shall correct any insurance certificates as requested by the City's Risk Management Administrator. All such insurance, including renewals, shall be subject to the approval of the City for adequacy of protection and evidence of such coverage(s) and shall be furnished to the City Risk Management Administrator on Certificates of Insurance indicating such insurance to be in force and effect and any cancelled or non -renewed policy will be replaced with no coverage gap and a current Certificate of Insurance will be provided. Completed Certificates of Insurance shall be filed with the City prior to the performance of Services hereunder, provided, however, that Contractor shall at any time upon request file duplicate copies of the Certificate of Insurance with the City. B. If, in the judgment of the City, prevailing conditions warrant the provision by Contractor of additional liability insurance coverage or coverage which is different in kind, the City reserves the right to require the provision by Contractor of an amount of coverage different from the amounts or kind previously required and shall afford written notice of such change in requirements thirty (30) days prior to the date on which the requirements shall take effect. Should the Contractor fail or refuse to satisfy the requirement of changed coverage within thirty (30) days following the City's written notice, this Agreement shall be considered terminated on the date that the required change in policy coverage would otherwise take effect. C. Contractor understands and agrees that all liabilities regarding the use of any of Contractor's employees or any of Contractor's subcontractors for Services related to this Agreement shall be borne solely by Contractor throughout the term of this Agreement and that this provision shall survive the termination of this Agreement. Contractor further understands and agrees that insurance for each employee of Contractor and each subcontractor providing Services related to this Agreement shall be maintained in good standing and approved by the City Risk Management Director throughout the duration of this Agreement. Contract No. RFP 1471386 City of Miami Attachment I D. Contractor shall be responsible for assuring that the insurance certificates required under this Agreement remain in full force and effect for the duration of this Agreement, including any extensions hereof. If insurance certificates are scheduled to expire during the term of this Agreement and any extension hereof, Contractor shall be responsible for submitting new or renewed insurance certificates to the City's Risk Management Administrator as soon as coverages are bound with the insurers. In the event that expired certificates are not replaced, with new or renewed certificates which cover the term of this Agreement and any extension thereof: (i) the City shall suspend this Agreement until the new or renewed certificate(s) are received in acceptable form by the City's Risk Management Administrator; or (ii) the City may, at its sole discretion, terminate the Agreement for cause and seek re -procurement damages from Contractor in conjunction with the violation of the terms and conditions of this Agreement. E. Compliance with the foregoing requirements shall not relieve Contractor of its liabilities and obligations under this Agreement. 15. NONDISCRIMINATION: Contractor represents to the City that Contractor does not and will not engage in discriminatory practices and that there shall be no discrimination in connection with Contractor's performance under this Agreement on account of race, color, sex, religion, age, handicap, marital status, or national origin. Contractor further covenants that no otherwise qualified individual shall, solely due to his/her race, color, sex, religion, age, handicap, marital status, or national origin, be excluded from participation in, be denied services, or be subject to discrimination under any provision of this Agreement. Contract No. RFP 1471386 City of Miami Attachment I 16. ASSIGNMENT: The Contractor's services are considered specialized and unique. This Agreement shall not be assigned, sold, transferred, pledged, or otherwise conveyed by Contractor, in whole or in part, and Contractor shall not assign or otherwise subcontract any part of its operations performing these services under this Agreement, without the prior written consent of the City Manager, which may be withheld or conditioned, in the City Manager's sole discretion. 17. NOTICES: All notices or other communications required under this Agreement shall be in writing and shall be given by hand -delivery or by registered or certified U.S. Mail, return receipt requested, addressed to the other party at the address indicated herein or to such other address as a party may designate by notice given as herein provided. Notice shall be deemed given on the day on which personally delivered; or, if by mail, on the fifth day after being posted or the date of actual receipt, whichever is earlier. TO CONTRACTOR: TO THE CITY OF MIAMI: Arthur Noriega V City Manager 444 SW 2nd Avenue, 10th Floor Miami, FL 33130-1910 Victoria Mendez City Attorney 444 SW 2nd Avenue, 9th Floor Miami, FL 33130-1910 Ann -Marie Sharpe Director of Risk Management 444 SW 2nd Avenue, 6th Floor Miami, FL 33130-1910 Annie Perez, CPPO Procurement Director 444 SW 2nd Avenue, 6th Floor Miami, FL 33130-1910 Contract No. RFP 1471386 City of Miami Attachment I 18. MISCELLANEOUS PROVISIONS: A. This Agreement shall be construed and enforced according to the laws of the State of Florida. Venue in any proceedings between the parties shall be in Miami -Dade County, Florida. Each party shall bear its own attorney's fees. 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 personal jurisdiction of the aforementioned courts and irrevocably waive any objections to said jurisdiction. The parties irrevocably, knowingly and voluntarily waive any rights to a jury trial in any action or proceeding between them arising out of this Agreement. B. No waiver or breach of any provision of this Agreement shall constitute a waiver of any subsequent breach of the same or any other provision hereof, and no waiver shall be effective unless made in writing. C. Should any provision, paragraph, sentence, word or phrase contained in this Agreement be determined by a court of competent jurisdiction to be invalid, illegal or otherwise unenforceable under the laws of the State of Florida or the City of Miami, such provision, paragraph, sentence, word or phrase shall be deemed modified to the extent necessary in order to conform with such laws, or if not modifiable, then the same shall be deemed severable, and in either event, the remaining terms and provisions of this Agreement shall remain unmodified and in full force and effect or limitation of its use. D. Contractor shall comply with all applicable laws, rules, and regulations in the performance of this Agreement, including but not limited to licensure, and certifications required by law for professional service Contractors. E. No modification or amendment hereto shall be valid unless in writing and executed by properly authorized representatives of the parties hereto. Except as otherwise set forth in Section 2 above, the City Manager shall have the sole authority to extend, amend, or modify this Agreement on behalf of the City. Contract No. RFP 1471386 City of Miami Attachment I 19. SUCCESSORS AND ASSIGNS: This Agreement shall be binding upon the parties hereto, their heirs, executors, legal representatives, successors, or assigns, if any. 20. INDEPENDENT CONTRACTORS: Contractor has been procured and is being engaged to provide Services to the City as an independent contractor, and not as an agent or employee of the City. Accordingly, neither Contractor, nor its employees, nor any subcontractor hired by Contractor to provide any Services under this Agreement shall attain, nor be entitled to, any rights, emoluments, or benefits under the Civil Service or Pension Ordinances of the City, nor any rights afforded classified or unclassified employees of the City. Contractor further understands that Florida Workers' Compensation benefits available to employees of the City are not available to Contractor, its employees, or any subcontractor hired by Contractor to provide any Services hereunder, and Contractor agrees to provide or to require subcontractor(s) to provide, as applicable, workers' compensation insurance for any employee or agent of Contractor rendering Services to the City under this Agreement. Contractor further understands and agrees that Contractor's or subcontractors' use or entry upon City properties shall not in any way change its or their status as an independent contractor. 21. CONTINGENCY CLAUSE: Funding for this Agreement is contingent on the availability of funds and continued authorization for program activities and the Agreement is subject to amendment or termination due to lack of funds, reduction of funds, failure to allocate or appropriate funds, and/or change in program directions, applicable laws or regulations, upon thirty (30) days written notice. Contract No. RFP 1471386 City of Miami Attachment I 22. FORCE MAJEURE: A "Force Majeure Event" shall mean an act of God, act of governmental body or military authority, fire, explosion, power failure, flood, storm, hurricane, sink hole, other natural disasters, epidemic, riot or civil disturbance, war or terrorism, sabotage, insurrection, blockade, or embargo not within the control of the Contractor. In the event that either party is delayed in the performance of any act or obligation pursuant to or required by the Agreement because of a Force Majeure Event as herein defined, the time for required completion of such act or obligation shall be extended by the number of days equal to the total number of days, if any, that such Force Majeure Event actually delay such party. The party seeking delay in performance shall give notice to the other party in writing, within two (2) days of the Force Majeure Event, specifying the anticipated duration of the delay, and if such delay shall extend beyond the duration specified in such notice, additional notice shall be repeated no less than monthly so long as such delay due to a Force Majeure Event continues. Any party seeking delay in performance due to a Force Majeure Event shall use its best efforts to rectify any condition causing such delay and shall cooperate with the other party to overcome any delay that has resulted. 23. CITY NOT LIABLE FOR DELAYS: Contractor hereby understands and agrees that in no event shall the City be liable for, or responsible to Contractor or any subcontractor, or to any other person, firm, or entity for or on account of, any stoppages or delay(s) in work herein provided for, or any damages whatsoever related thereto, because of any injunction or other legal or equitable proceedings or on account of any delay(s) for any cause over which the City has no control. The sole remedy which may be granted to the Contractor, in the reasonable discretion of the City Manager, following a prompt and detailed request to be officially transmitted by the Contractor is an extension of time. No other recourse or remedy will be available to the Contractor against the Contract No. RFP 1471386 City of Miami Attachment I City. 24. USE OF NAME: Contractor understands and agrees that the City is not engaged in research for advertising, sales promotion, or other publicity purposes. Contractor is allowed, within the limited scope of normal and customary marketing and promotion of its work, to use the general results of this project and the name of the City. The Contractor agrees to protect any confidential information provided by the City and will not release information of a specific nature without prior written consent of the City Manager or the City Commission. 25. NO CONFLICT OF INTEREST: Pursuant to City of Miami Code Section 2-611, as amended ("City Code"), regarding conflicts of interest, Contractor hereby certifies to the City that no individual member of Contractor, no employee, and no subcontractor under this Agreement nor any immediate family member of any of the same is also a member of any board, commission, or agency of the City. Contractor hereby represents and warrants to the City that throughout the term of this Agreement, Contractor, its employees, and its subcontractors will abide by this prohibition of the City Code. 26. NO THIRD -PARTY BENEFICIARY: No persons other than the Contractor and the City (and their successors and assigns) shall have any rights as an express or implied third -party beneficiary whatsoever under this Agreement. 27. SURVIVAL: All obligations (including but not limited to indemnity and obligations to defend, save and hold harmless) and rights of any party arising during or attributable to the period prior to expiration Contract No. RFP 1471386 City of Miami Attachment I or earlier termination of this Agreement shall survive such expiration or earlier termination. 28. TRUTH -IN -NEGOTIATION CERTIFICATION. REPRESENTATION AND WARRANTY: Contractor hereby certifies, represents and warrants to the City that on the date of Contractor's execution of this Agreement, and so long as this Agreement shall remain in full force and effect, the wage rates and other factual unit costs supporting the compensation to Contractor under this Agreement are and will continue to be accurate, complete, and current. Contractor understands, agrees, and acknowledges that the City shall adjust the amount of the compensation and any additions thereto to exclude any significant sums by which the City determines the contract price of compensation hereunder was increased due to inaccurate, incomplete, or non- current wage rates and other factual unit costs. All such contract adjustments shall be made within one (1) year of the end of this Agreement, whether naturally expiring or earlier terminated pursuant to the provisions hereof. 29. COUNTERPARTS: This Agreement may be executed in any number of counterparts, each of which shall be deemed an original, but all of which shall constitute one and the same instrument. Facsimile, .pdf, and other electronic signatures to this Agreement shall have the same effect as original signatures. 30. ENTIRE AGREEMENT: This instrument and its attachments constitute the sole and final agreement of the parties relating to the subject matter hereof and correctly set forth the rights, duties, and obligations of each to the other as of its date. Any prior agreements, promises, negotiations, or representations not expressly set forth in this Agreement are of no force or effect. Contract No. RFP 1471386 City of Miami Attachment I IN WITNESS WHEREOF, the Parties have executed this Agreement, or have caused the same to be executed, as of the date and year first above written. "Contractor" , a Florida profit corporation ATTEST: By: By: Name: Name: Title: Title: ATTEST: "CITY" CITY OF MIAMI, a Florida municipal corporation By: By: Todd B. Hannon Arthur Noriega V City Clerk City Manager APPROVED AS TO LEGAL FORM AND APPROVED AS TO INSURANCE CORRECTNESS: REQUIREMENTS: By: By: Victoria Mendez Ann -Marie Sharpe, Director City Attorney Risk Management Contract No. RFP 1471386 City of Miami Attachment I COMPANY RESOLUTION (This Resolution needs to authorize the signatory to sign) WHEREAS, , a (company type: Inc., LLC.), desires to enter into an Agreement with the City of Miami for the purpose of performing the work described in the contract to which this resolution is attached; and WHEREAS, the (board type; Board of Directors for Inc, Board of Managers for LLC.) at a duly held company meeting has considered the matter in accordance with the bylaws of the company; NOW, THEREFORE, BE IT RESOLVED BY THE BOARD of (same as identified above) that this company is authorized to enter into the Agreement with the City, and the (company officer title) and the (company officer title) are hereby authorized and directed to execute the Agreement in the name of this Company 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 day of , 2024. ("Contractor") An (State) Company By: (sign) Print Name: TITLE: (sign) Print Name: Contract No. RFP 1471386 City of Miami Attachment I EXHIBIT A RFP No. 1471386 Contract No. RFP 1471386 City of Miami Attachment I EXHIBIT B SCOPE OF WORK Provide Insurance Brokerage Service as per RFP. Contract No. RFP 1471386 City of Miami Attachment I EXHIBIT C PRICE PROPOSAL Contract No. RFP 1471386 City of Miami Attachment I EXHIBIT D INSURANCE REQUIREMENTS INSURANCE REQUIREMENTS — INSURANCE BROKERAGE SERVICES Commercial General Liability A. Limits of Liability Bodily Injury and Property Damage Liability Each Occurrence General Aggregate Limit Personal and Adv. Injury Products/Completed Operations B. Endorsements Required City of Miami listed as additional insured Contingent & Contractual Liability Premises and Operations Liability Primary Insurance Clause Endorsement II. Business Automobile Liability $1,000,000 $ 2,000,000 $ 1,000,000 $ 1,000,000 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 listed as an additional insured III. Worker's Compensation Limits of Liability Statutory -State of Florida Waiver of Subrogation Employer's Liability A. Limits of Liability $1,000,000 for bodily injury caused by an accident, each accident $1,000,000 for bodily injury caused by disease, each employee $1,000,000 for bodily injury caused by disease, policy limit, Contract No. RFP 1471386 City of Miami Attachment I IV. Insurance Agents/Brokers Professional Liability E&O Combined Single Limit Each Claim General Aggregate Limit Retroactive Date Included V. Umbrella Liability Each Occurrence Policy Aggregate $20,000,000 $20,000,000 $10,000,000 $10,000,000 Excess Follow Form over all applicable liability policies contained herein City of Miami listed as an additional insured VI. Cyber Liability $5,000,000 Data Breach Information Security & Privacy Insurance with Electronic Media Liability, Media Intellectual Property Liability, Network Security & Privacy Liability, Network Extortion, Social Engineering, Reputation Harm and Krypto jacking in the aggregate for claim costs and damages. 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. Contract No. RFP 1471386 City of Miami Attachment I EXHIBIT E CORPORATE RESOLUTIONS AND EVIDENCE OF QUALIFICATION TO DO BUSINESS IN FLORIDA (To be provided upon document execution) Attachment J City of Miami Transcript of Pre -Proposal Conference Pre -Proposal Conference for Request for Proposals (RFP) No. 1496386, Insurance Brokerage Services- 20240311_110213-Meeting Recording 0:06 Hello, this is the pre proposal conference for RFP number 1471386, Insurance Brokerage Services. 0:14 This meeting is being recorded pursuant to City of Miami policies covering yourselves accordingly. 0:20 For the purposes of this meeting the code of silence has temporarily been lifted 1 Disclaimer the city is not found by any information presented verbally at this meeting. 0:29 Please rely on the written documents mailing the RFP and any addended thereto. 0:34 As I stated, my name is James Griffin. 0:36 I'm the Senior Procurement Contracting Officer for the City of Miami. 0:39 I'm here with David Ruiz, the Assistant Director for Risk Management. 0:44 First note, please register with Periscope if you have not already done so. 0:49 You can call Periscope up. 0:50 The information is on, I think, page three or four for you if you have any problems. 0:57 And to begin, I'd like to bring in David Ruiz to briefly discuss the scope of work. 1:05 Let me see if I can unmute him. 1:08 David, can you speak at all? Attachment J City of Miami Transcript of Pre -Proposal Conference 1:10 Yes, I can. 1:10 Can everybody hear me? 1:13 Yes, we can hear you. 1:15 OK, All right. 1:17 Yes. 1:18 As far as the scope of services go, I'm just gonna summarize it. 1:21 III believe 3.1 and 3.2 is pretty self-explanatory. 1:26 So I'm just going to paraphrase and go around this so you can understand exactly what we're looking for. 1:33 We're we're we're looking for the successful proposal proposer to provide insurance broker services to the city with regards to its departments, operations, offices, agencies and also not only provide brokerage insurance services but also maintain these policies as as the market may change as new risk may emerge. 1:57 The placement services include that you would be functioning as the city's primary contact with the insurance marketplace to meet the insurance needs of the city. 2:10 You'd be consulting with the City's risk management department to formulate a market strategy and also delivering a cost effective risk management strategy with regards to our insurance program. 2:26 This would also include suggesting alternative risk financial vehicles that may be available to the city to reduce the city's cost of risk. 2:34 Also recommend any appropriate or advantageous changes to our current program for the renewal. Attachment J City of Miami Transcript of Pre -Proposal Conference 2:41 Also address in the renewal in a timely manner to address the city's internal time requirements. 2:49 Also provide advice with regards to the city's self insured retention pertaining to the various insurance policies to provide to the city. 2:59 Also a computer catastrophic model, it's called a cat, modeling studies to be used in marketing the city's insurance. 3:11 The City's property insurance program also assisted in in developing and maintaining underwriting information necessary for the market and also necessary for insurance carrier negotiations. 3:25 Function as a city's insurance broker with regards to negotiating best terms, rates, conditions, premiums, placements, coverages, evaluate the financial conditions, the insurers with regards to their ability to pay claims properly. 3:42 Also providing marketing marketing proposal from the provide marketing proposal requests from from insurers not not less than 120 days before renewal meet with their risk management department not less than 90 days prior to the renewal to presenting marketing report with regards to current market, current program evaluation marketing timetables, ratings of markets to be approached. 4:09 Also provide a broker recommendations and reasons and anticipated rates and premium The presenting a risk financial plan and exposures to the appropriate markets. 4:23 A preview of the presentation plan to markets and documents the City's project manager, or actually in our case, their risk risk management department for approval to proceed. 4:34 Also provide names of the qualified insurers. 4:38 Then also meet with the risk management department to review renewal recommendations not less than 45 days prior to the policy expiration dates. 4:47 Review all insurance policies, binders, invoices received for accuracy and resolve any errors. 4:56 Attachment J City of Miami Transcript of Pre -Proposal Conference Provide on an annual basis or upon request, a scheduled insurance that outlines all the coverages, policy numbers, Premiums, Self Insured Retentions limits. 5:10 Serve as the claims advocate on behalf of the City with regards to any coverage insurance issues that may arise. 5:17 Assist in establishing insurance requirements on City agreements as may be requested. 5:24 Attend meetings relative to insurance matters as may be required. 5:30 Be advised that no coverage can be placed by a successful proposal. 5:34 A proposed proposer on behalf of the City that that allows a the receipt of a Commission without prior notice to the City and prior approval by the City. 5:45 All right now post renewal placement actions. 5:49 Successful proposer So I'll arrange and coordinate any means as required appropriate between the insurance underwriters or or service providers and the risk management department. 6:03 Also verify as mentioned before this this post. 6:06 Renewal placement services verify the accuracy of each binder. 6:11 Premium Audit Adjustment policies also provide certificates of insurance and endorsements as requested by the city. 6:22 Prepare a well, we already mentioned, prepare a schedule of insurance which summarizes the coverages, deductibles, retentions, premium, among other things. 6:35 And schedule schedule quarterly reports with the city's risk management department. 6:41 That's just a brief overview of what is in 3.13 point 2 and 3.3 in the RP. Attachment J City of Miami Transcript of Pre -Proposal Conference 6:49 Thank you, James. 6:51 Thank you, David. 6:53 Before we move forward, I'll I'll start talking about procurement stuff, Section 2 and Section 4. 6:59 Does anyone out there have any questions regarding the scope of work as discussed by David? 7:07 If you'd like to speak, just please state your name, your company and ask and we'll try to do this in a a reasonable fashion. 7:15 So go ahead. 7:27 You can also hit the raise your hand button at the top if you'd like. 7:36 Any questions? 7:38 Going once, going twice, going three times, OK. 7:45 As I said, this is James Griffin, City of Miami Senior Procurement Contracting Officer. 7:49 I'd like to discuss Section 2, the special conditions and other notable dates that you have to be made aware of. 7:55 Firstly, the closing date will be Tuesday, April 9th, 2024 at 5:00 PM. 8:00 Do not be late, submit your online submission one day prior. 8:05 One day earlier is always best. 8:06 Attachment J City of Miami Transcript of Pre -Proposal Conference That way if there's any problems with transmission or Internet, you'll be OK, you'll have another day to attack it and you can speak with Periscope and get any issues resolved. 8:17 Second thing I want to discuss is Certification Statement in the RFP. 8:21 You'll find this certification statement at the beginning after the title page. 8:25 So essentially it's page 2-3 and four. 8:28 Please fully answer all the questions there. 8:31 Fill out all the information requested. 8:34 Your failure to sign, complete, sign, or return that form will likely disqualify your response. 8:45 Next, if you want to, please turn to Section 2, Special Conditions of the RFP. 8:50 I'd like to discuss some important information in there that's relevant to any proposer. 8:56 The next deadline we have is the deadline for questions. 8:59 These are questions that you will submit over Periscope to me to be answered by the Risk Management Department. 9:04 This is section 2.3 of the RFP. 9:07 The deadline for questions is Monday, March 18th, 2024 at 5:00 PM. 9:12 Anything received after that date will not be addressed. 9:15 So please get your written questions submitted in Periscope prior to that date. Attachment J City of Miami Transcript of Pre -Proposal Conference 9:21 The term of contract is section 2.4 of the RFP. 9:24 We're looking at a three-year contract with two one year options to renew. 9:29 Next up is section 2.6 which are the proposers minimum qualifications. 9:34 This shows you the minimum qualifications the city needs for you to qualify to be responsive and responsible. 9:40 There's no form to fill out for responding to this or proving that you meet the minimum qualifications. 9:46 So the best way to respond is to turn section 2.6 into a list and respond to anything, anything in with affirmative statements if you might, if you'd like to say so. 10:02 If number one says be an established firm providing insurance brokerage services for a minimum of three consecutive years, you can write that in a on affirmative statement saying that I am or we are in an established firm with three years experience. 10:13 You can also show me documents if you like. 10:19 Other documents that could be attached with affirmative statement could be licenses, degrees, other formal backup. 10:26 Just please address that wherever you would like to in the proposed proposal you will submit. 10:33 You can also reference other sections of your proposal if that same information in the minimum qualifications appears somewhere else. 10:43 Next is section 2.7, the references. 10:47 We're going to use an attachment for proposers to submit their references. Attachment J City of Miami Transcript of Pre -Proposal Conference 10:51 This is Attachment C in the RFP. 10:54 Please fill this out completely to allow the city to follow up with any references. 11:00 Next is section 2.16, which is compensation. 11:07 Again, we're going to use a form for compensation. 11:11 This is going to be Attachment D, the price proposal. 11:14 Of ultimate importance on this is to not alter the price proposal. 11:18 Do not put conditional proposals in there being if then statements. 11:25 We our goal here is to get a proposal for those price proposals that we received. 11:33 Apples to apples. 11:34 I can't compare if I have one proposal saying I can pay you this if this is in place or should this happen, or I can change it around for you and we'll we'll offer you these alternative pricings. 11:46 No, please answer the form and fill the form as it is asked. 11:53 Next important is section 2.26. 11:56 This is the local preference form. 11:59 The section there 2.26 lays out exactly what you need to prove and what has to be submitted with the the attachment. Attachment J City of Miami Transcript of Pre -Proposal Conference 12:07 This will be attachment E, the City's local office certification. 12:10 Do not leave anything blank on this form and provide any documentation that you have as necessary. 12:16 We need all this information to show that you're within the City of Miami's meets and bounds, not Miami -Dade County. 12:23 It's being in the City of Miami that counts to the local office preference. 12:29 Should you qualify for the local office preference, I think this gets you 4.5 points. 12:34 Let me go to the end and find out. 12:35 Confirm that it will get you four points because the 5% local preference applies to the technical criterion points, not the not the price. 12:46 So we have technical criterion points adding up to 80 points. 12:50 The price counts as 20 points to your score. 12:52 So the 5% for the local preference only applies to those 80 points which results in the number four being used in the local preference. 13:05 I'd like to also point you to the reference materials that are noted in Section 2. 13:10 These are going to be attachments. 13:12 FG and HI know that someone has already asked for these to be provided in Excel format. 13:17 We will work to release those when we release the addendum for the for questions and answers. Attachment J City of Miami Transcript of Pre -Proposal Conference 13:23 So we will have the any questions written. 13:26 Questions will be due next Monday and thereafter I will publish an addendum answering those questions and at that time I will likely provide the reference materials in Excel format. 13:41 Now I'd like to move on to Section 4, which are the submission requirements. 13:45 These are exactly what the city wants you to hand in, how you're going to do your proposal. 13:55 So this these submission requirements are. 13:58 Del delve more in detail into your history and background and your and the way you're going to do work. 14:05 This is in addition to the signed certification statement, the minimum qualifications the attachment A references, and the attachment B The general layout of a proposal is what is contained in the submission requirements. 14:21 We're asking for a cover page, a table of contents, executive summary and then the proposer and proposers key personnel, qualifications, experience and past performance and then the proposals approach providing services. 14:38 Finally addressed in Section 4 is the proposed price, which is attachment D, the price proposal. 14:43 The next is Section 5, the evaluation criteria. 14:49 This basically breaks down the points to be awarded based on your proposal. 14:54 As you can see and we discussed the technical criterion, points are 80 points, The price criteria is going to be 20 points. 15:05 Does anyone have any questions regarding sections 2, four or five? Attachment J City of Miami Transcript of Pre -Proposal Conference 15:08 For me, if for some reason you can't respond or would like to but can't, please enter a question in the chat, We can address it. 15:35 Any questions? 15:37 Going once, going twice, going three times, OK. 15:42 As we wind down the meeting, I want to remind you that formal written questions are due one week from today, which will be March 18th at 5:00 PM. 15:49 Questions must be must be must be submitted via Periscope. 15:53 An addendum will be issued about one week after that deadline and I will answer everyone's questions that have been submitted. 16:00 This will be published on Periscope and will become part of the RFP this meeting. 16:05 I might be able to attach it to Periscope. 16:06 If you would like a copy of it, I can send it to you. 16:09 The recording that is, you can ask for that via e-mail if you'd like. 16:16 Any modifications to the scope or requirements that we discussed within the RFP will be issued through an addendum. 16:23 If modifications happen to be substantial and add a lot of complexity to the solicitation, we'll provide additional time for the preparation and submission of proposals. 16:38 That being said, does anyone have any questions about anything discussed here in today? 16:47 The reason I'm asking you for questions is that this cone of silence has been lifted. Attachment J City of Miami Transcript of Pre -Proposal Conference 16:51 We can discuss whatever we'd like. 16:53 Now, moving forward, no one must talk amongst themselves about the RFP other than to me and only I can answer your questions about procurement processes, nothing about the scope or anything else. 17:10 So one more chance for questions, please let me know, we'll be happy to answer. 17:24 Going once, going twice, going three times. 17:27 OK, everyone, this is the conclusion of the pre proposal conference meeting for the RFP for Insurance Brokerage Services number 14713 86. 17:40 The Cone of Silence is hereby in effect again. 17:43 Once again it is March 11th, 2024 at 1119 AMI. 17:47 Thank you all for your attendance and goodbye. City of Miami RFP No. 1471386 Attachment K City of Miami 24-25 Flood Premiums Effective Date Policy Number DESCRIPTION OF OCCUPANCY ADDRESS Line 1 City State Zip Building Value Contents Value 23-24 Premium 24-25 Premium 1/20/2024-1/20/2025 09 1152134548 02 P3 Garage 1502 NW 4th Street Miami FL 33125 $ 500,000 $ - $ 2,876 $ 2,878 1/20/2024-1/20/2025 09 1152134559 02 P2 Garage 1402 NW 7th Street Miami FL 33125 $ 500,000 $ - $ 3,443 $ 3,441 1/20/2024-1/20/2025 09 1152134551 02 P1 Garage 1502 NW 7th Street Miami FL 33125 $ 500,000 $ - $ 3,633 $ 3,632 1/20/2024-1/20/2025 09 1151067762 10 P4 Garage 1402 NW 4th Street Miami FL 33125 $ 500,000 $ - $ 3,174 $ 3,175 3/17/2024-3/17/2025 09 1151325956 08 Park 1075 Biscayne Blvd Miami FL 33132 $ 200,000 $ - $ 1,910 $ 2,200 3/17/2024-3/17/2025 09 1151325962 08 Fire Support Services 1111-1121 NW 7th Street Miami FL 33136 $ 500,000 $ 433,000 $ 1,687 $ 1,938 3/17/2024-3/17/2025 09 1151325970 08 Maintenance Buliding 1550 NW 37th Avenue Miami FL 33101 $ 325,000 $ 43,000 $ 2,474 $ 2,474 3/17/2024-3/17/2025 09 1151325994 08 Administration Golf Course Office 1650 NW 37th Avenue Miami FL 33125 $ 500,000 $ 12,000 $ 1,345 $ 1,345 3/17/2024-3/17/2025 09 1151326058 08 Restaurant 1802 NW 37th Avenue Miami FL 33125 $ 500,000 $ - $ 2,869 $ 2,972 3/17/2024-3/17/2025 09 1151326060 08 Sport Complex 1901 NW 24th Avenue Miami FL 33125 $ 500,000 $ 113,000 $ 7,837 $ 7,837 3/17/2024-3/17/2025 09 1151326061 08 Boat House 3601 Rickenbacker Causeway Miami FL 33101 $ 500,000 $ - $ 12,530 $ 13,996 3/17/2024-3/17/2025 09 1151326064 08 Community Building 5151 NW 7th Street Miami FL 33126 $ 500,000 $ 36,000 $ 1,177 $ 1,335 3/17/2024-3/17/2025 09 1151326066 08 Restroom/Concession 301 Biscayne Blvd Miami FL 33132 $ 500,000 $ 11,000 $ 3,603 $ 3,603 3/17/2024-3/17/2025 09 1151326071 08 Clubhouse 1099 Macarthur Causeway Miami FL 33132 $ 500,000 $ - $ 10,649 $ 10,649 3/17/2024-3/17/2025 09 1151326074 08 Recreation Center 1836 NW 22nd Place Miami FL 33125 $ 491,000 $ 43,000 $ 3,968 $ 3,968 3/17/2024-3/17/2025 09 1151326100 08 Baseball Concessions 1550 NW 37th Avenue Miami FL 33101 $ 318,000 $ 39,000 $ 1,943 $ 1,943 3/17/2024-3/17/2025 09 1151326105 08 Recreation Office 1550 NW 37th Avenue Miami FL 33101 $ 500,000 $ 39,000 $ 3,103 $ 2,514 3/17/2024-3/17/2025 09 1151326109 08 Recreation Center 455 NW 47th Avenue Miami FL 33126 $ 500,000 $ 47,000 $ 1,201 $ 1,364 3/17/2024-3/17/2025 09 1151326113 08 Pool Building 1836 NW 22nd Place Miami FL 33125 $ 285,000 $ 8,000 $ 2,258 $ 2,540 3/17/2024-3/17/2025 09 1151326118 08 Police Training Center 2300 NW 23rd Street Miami FL 33142 $ 500,000 $ 259,000 $ 4,383 $ 4,401 3/17/2024-3/17/2025 09 1151326126 08 Recreation Center 7025 W Flagler Street Miami FL 33144 $ 500,000 $ 58,000 $ 1,228 $ 1,394 3/17/2024-3/17/2025 09 1151326134 08 Recreation Building 362 SW 4th Avenue Miami FL 33130 $ 500,000 $ - $ 5,467 $ 6,398 3/17/2024-3/17/2025 09 1151326137 08 Warehouse 1000 NW S River Dr Miami FL 33101 $ 500,000 $ 408,000 $ 16,784 $ 16,784 3/17/2024-3/17/2025 09 1151326141 08 Radio - Garage 1101 NW 7th Street Miami FL 33101 $ 500,000 $ 112,000 $ 1,667 $ 1,912 3/17/2024-3/17/2025 09 1151326150 08 Concession Building 1550 NW 37th Avenue Miami FL 33101 $ 338,000 $ 22,000 $ 1,987 $ 1,987 3/17/2024-3/17/2025 09 1151326158 08 Restroom/Golf Office 1550 NW 37th Avenue Miami FL 33101 $ 500,000 $ 150,000 $ 3,463 $ 3,463 3/17/2024-3/17/2025 09 1151326163 08 Recreation Center 971 NW 2nd Street Miami FL 33128 $ 438,000 $ 13,000 $ 3,100 $ 3,100 3/17/2024-3/17/2025 09 1151326164 08 Marina Boatyard 3385 Pan American Drive Miami FL 33133 $ 50,000 $ - $ 1,059 $ 1,143 3/17/2024-3/17/2025 09 1151326168 08 Concession Building 4020 Virginia Beach Drive Miami FL 33149 $ 251,000 $ 31,000 $ 5,089 $ 5,616 3/17/2024-3/17/2025 09 1151326173 08 Restroom Building 1 7025 W Flagler Street Miami FL 33144 $ 300,000 $ - $ 894 $ 1,001 3/17/2024-3/17/2025 09 1151326176 08 Garage 444 SW 2nd Avenue Miami FL 33130 $ 500,000 $ - $ 6,827 $ 6,827 3/17/2024-3/17/2025 09 1151326188 08 Restaurant 1001 Macarthur Causeway Miami FL 33132 $ 500,000 $ 66,000 $ 9,476 $ 8,242 3/17/2024-3/17/2025 09 1151326195 08 Fire Station 3 1103 NW 7th Street Miami FL 33136 $ 500,000 $ 155,000 $ 1,596 $ 1,829 3/17/2024-3/17/2025 09 1151326198 08 East Ticket Office 1550 NW 37th Avenue Miami FL 33101 $ 215,000 $ 8,000 $ 2,374 $ 1,869 3/17/2024-3/17/2025 09 1151326200 08 West Ticket Building 1550 NW 37th Avenue Miami FL 33101 $ 215,000 $ 8,000 $ 2,341 $ 1,844 3/17/2024-3/17/2025 09 1151326218 08 Orange Pump Station 1775 NW 7th Street Miami FL 33101 $ 493,000 $ - $ 5,496 $ 5,496 3/17/2024-3/17/2025 09 1151326221 08 Park Net Office 1901 NW 24th Avenue Miami FL 33125 $ 257,000 $ - $ 2,779 $ 2,779 3/17/2024-3/17/2025 09 1151326225 08 Restaurant 3501 Rickenbacker Causeway Miami FL 33149 $ 500,000 $ 57,000 $ 13,033 $ 14,433 3/17/2024-3/17/2025 09 1151326227 08 Fire Station 10 4101 NW 7th Street Miami FL 33126 $ 500,000 $ 214,000 $ 2,329 $ 2,695 3/17/2024-3/17/2025 09 1151326229 08 Restroom Building 2 7025 W Flagler Street Miami FL 33144 $ 263,000 $ - $ 858 $ 959 3/17/2024-3/17/2025 09 1151326232 08 Park 455 NW 47th Avenue Miami FL 33126 $ 310,000 $ 29,000 $ 981 $ 1,104 5/06/2024-5/06/2025 09 1150587618 13 Miami -Dade College Wolfson Campus 300 NW 2nd Avenue Miami FL 33128 $ 500,000 $ 300,000 $ 2,703 $ 2,703 5/23/2024-5/23/2025 09 1150331546 14 2257 NW N RIVER DR Miami FL 33125 $ 500,000 $ 63,000 $ 13,902 $ 13,902 9/10/2024-9/10/2025 09 1151366896 08 Park 2800 NW 17th St Miami FL 33125 $ 279,000 $ 16,000 $ 1,811 9/10/2024-9/10/2025 09 1151366905 08 Community Building 2800 NW 17th St Miami FL 33125 $ 368,000 $ 29,000 $ 2,215 9/10/2024-9/10/2025 09 1151366992 08 Marina 3400 Pan American Dr Miami FL 33133 $ 437,000 $ 66,000 $ 9,800 9/10/2024-9/10/2025 09 1151367061 08 Lot 401 Biscayne Blvd Miami FL 33132 $ 255,000 $ 23,000 $ 3,169 9/10/2024-9/10/2025 09 1151367067 08 Restrooms 4020 Virginia Beach Drive Miami FL 33149 $ 272,000 $ - $ 5,091 9/10/2024-9/10/2025 09 1151367080 08 Gym 434 SW 3rd Ave Miami FL 33130 $ 500,000 $ 500,000 $ 3,262 9/10/2024-9/10/2025 09 1151367102 08 Pool Building 5215 NE 7th Ave Miami FL 33137 $ 376,000 $ 15,000 $ 7,635 9/10/2024-9/10/2025 09 1151367957 08 Tennis Court Rec Center 5215 NE 7th Ave Miami FL 33137 $ 377,000 $ 31,000 $ 7,563 9/10/2024-9/10/2025 09 1151367994 08 Retail 64 SE 4th St Miami FL 33131 $ 500,000 $ 20,000 $ 1,228 9/10/2024-9/10/2025 09 1151368000 08 Community & Restroom Bldg 321-323 SW 4th Ave Miami FL 33130 $ 500,000 $ 119,000 $ 13,440 9/10/2024-9/10/2025 09 1151368058 08 Maintenance Bldg 5215 NE 7th Ave Miami FL 33137 $ 376,000 $ 15,000 $ 7,635 9/10/2024-9/10/2025 09 1151368135 08 Concession Stand 5215 NE 7th Ave Miami FL 33137 $ 500,000 $ - $ 13,034 9/10/2024-9/10/2025 09 1151368250 08 Daycare 1500 NW 16th Ave Miami FL 33125 $ 500,000 $ 42,000 $ 4,874 9/10/2024-9/10/2025 09 1151368251 08 Police Substation N District 1000 NW 62nd St Miami FL 33150 $ 500,000 $ 500,000 $ 2,168 11/22/2024-11/22/2025 09 1150155040 14 MRC 444 SW 2nd Avenue Miami FL 33130 $ 500,000 $ 50,000 $ 5,739 11/22/2024-11/22/2025 09 1150155042 14 Manuel Arti me Theater 900SW1st St Miami FL 33130 $ 500,000 $ 366,000 $ 5,575 11/22/2024-11/22/2025 09 1150155043 14 Manuel Artime Community Center 970 SW 1st St Miami FL 33130 $ 500,000 $ - $ 3,500 11/22/2024-11/22/2025 09 1150155045 14 PITO 2600 S Bayshore Dr Miami FL 33101 $ 500,000 $ 148,000 $ 11,551 11/26/2024-11/26/2025 09 QT50435011 99 James L Knight Center 444 SW 2ND AVE FL 9 Miami FL 33130 $ 500,000 $ 500,000 $ 2,344 12/07/2024-12/07/2025 09 1150167928 14 City Hall 3500 Pan American Dr Miami FL 33133 $ 500,000 $ 500,000 $ 31,631 City of Miami Statement of Property Values TIV Summary Total Insured Values - Master Property 2024-2025 Building $ 507,928,937 Contents $ 48,458,928 Communications Equipment $ 12,147,650 Property In the Open $ 45,339,985 Seawalls $ 23,510,552 Business Income, Loss of Rents and Contingent BI $ 15,621,904 Total Insured Values (TIV) $ 653,007,957 Total Insured Values - Terrorism 2024-2025 Master Building & Contents $ 556,387,866 Property In the Open & Seawalls $ 68,850,537 Master BI, Loss of Rents & Contingent BI $ 15,621,904 Communications Equipment $ 12,147,650 Utilities Schedule $ 30,224,149 Marlins Garages Building & Contents $ 91,060,200 Marlins Garages BI $ 6,269,526 Marlins Garages Contingent BI $ 6,000,000 Total Insured Values (TIV) $ 786,561,832 X Signature Date aThis value applies to Terrorism/Sabotage only Printed: 5/7/2026 City of Miami Master Property (Less Utility) Schedule 19-20 148 .132 180417 1881 ISO. FR MPD Miami Vaoh Club MIAMI VAC., CLUB MIAMI VAC., CLUB MIAMI OUTBOARD CLUB MFD MFD MFD MFD Publ. WA. MFD 0131100020 CORAL GATE PARK MFD MFD GApeland GApeland GApeland Golf CourseAdn, NEED TO ADD PAM ADD CUR TIS PARK MPD MPD MFD 005 005 005 00 00 O. O. O. 010 O. 010 012 013 013 014 015 018 025 025 027 027 027 027 027 027 031 027 027 O. O. O. O. O. O. 0. O. 00 041 O. OP O. 045 045 045 045 045 045 045 N. 0.1 FLOATING &FIXED DOCKS FIXED/FLOATING DOCKS SEAWALL SEAWALL Shop OpeAt Pool oorrAl. PARK Pump UHT" Budd. Pool Budd. 1 POOL BUILDING 1 ultuAl Cent. Golf OM. P. Pool Bd., MPD 1.1 1.1 1.1 1415 SW 32 AVE 1455 NW 45. St 1455 NW 45. St 1455 NW 45. St 1455 NW 45. St 1455 NW 45. St 1455 NW 45. St 1455 NW 45. St 1455 NW 45. St 1455 NW 45. St 1500 NW 1550 NW 37 Ave 1550 NW 37 Ave 1550 NW 37 Ave 1550 NW 37 Ave 174 E Flap. St .150 .132 .132 .132 .132 .132 .130 175375 175375 SO 213585 .132 .132 .132 .132 .132 .130 .130 .130 33142 33142 .125 33142 172417 25,53. 25,53. 25,53. SO 213443 SO 218884 33142 33146 .132 33142 33142 33142 33142 33142 33142 33142 33142 33142 .125 .125 .131 .131 24.01 25,870 SO 245. SO 24.8 SO 24.8 SO 24.8 SO 24.8 SO 24.8 SO 24.8 SO 24.8 SO 24.8 18.851 SO 202.3 .125 .125 .125 .125 .125 .125 .125 .125 33142 .131 SO 22708 Pol.. Sub SIgAr, FIXED/FLOATING DOCKS FIXED/FLOATING DOCKS PAM Pump Pool Budd. Pool Budd. POOL BUILDING 1 PAM RECREATION CENTER Pool Budd. 1.8 1.0 1.0 1.0 2.8 2014 1.0 1.0 1.0 2.0 1870 1.0 1.0 1.1 2018 187,5 2.5 1.2 1.1 2.2 1.0 2.2 2.1 2.2 2.2 2.2 2.2 1.2 2.5 2.8 2.8 2.8 2.8 1.7 1871 182,5 2.8 1.2 1.2 1.2 1.1 1.2 1.2 1.2 1853 1.5 1.1 7. 1320 7020 S. 2535 ISO. FR ISO 1 ISO 1 ISO. FR ISO. FR ISO MNC ISO. FR ISO MNC ISO. FR ISO. FR ISO. FR ISO. FR ISO. FR ISO MNC ISO 1 ISO. FR ISO. FR ISO MNC ISO. FR ISO. FR ISO MNC ISO MNC ISO MNC ISO MNC ISO MNC ISO MNC ISO MNC ISO. FR ISO. FR ISO MNC ISO 1 ISO MNC 2181 Shenandoah P ad, /S.& Ba, Shenandoah P ad, /S.& Ba, Shenandoah P ad, /S.& Ba, Shenandoah P ad, /S.& Ba, LRIle Cul.al Cent., LRIle Cul.al Cent., Bryan Pad, Allapaltah Ad.ry Cent., Kennedy Pad, LRIle P ad, Noje.t LRIle P ad, Noje.t LRIle P ad, Noje.t Lemon P ad, Ake C P ad, Do.plaz Pad, DOUGLAS PARK Alla W.I. P ad, Alla W.I. Cornztod, P ad, PEACOCK PARK P ad, Budd,np B.,ont P ad, B.,ont P ad, B.,ont P ad, B. B.,ont P ad, B.,ont P ad, B.,ont P ad, B.,ont P ad, P ad, KIRK,IUNROE PARK D J.. Mat P ad, J.. Mat P ad, J.. Mat P ad, JOSE 1....T1 PARK Dinne, Key 1./larina Dinne, Key 1./larina D Obz on P ad, Sp.. SHAKE A LEG Key Bead. PA, P ad, Cornpl. P ad, Cornpl. P ad, ▪ P ad, ▪ P ad, ▪ P ad, ▪ P ad, ▪ P ad, lood P8,12 D P8,03 P8,04 P8,02 POL.15 P8,05 043 043 043 051 051 051 051 052 052 055 058 057 058 058 85 081 O. 085 087 072 080 073 073 074 075 078 080 081 081 081 081 081 081 081 081 081 088 083 0. 0. 0. 0. 0. 070 85 0. 081 072 O. 085 085 O. O. O. O. O. O. O. 001 001 001 001 001 001 001 001 001 001 Stab. 2 Net Off.. Snad, Ba, Community Cente, Pool Budd,np R e.,eahon Cullu,a1 Cente, Tenn¢ Cent., Elde,, Cent., Davd 1-1 e,,,,p,a,n,np Cent., R e.,eahon Pad, Pad, Pad, Pad, PARK B.,,Id,np B.,,Id,np Bufld,np Sto,ape B.,1d,ng PARWOUICE/NET Pad, B..1d,np Auto Pound C.o. Poke C ollepe Sto,ape Cornpl. Nofth D South Dod, Ampldheale, Ugh\ To.e, Sto,ape B.,1d,ng PARK Stab. 14 Ele...a1S.ape Pool B.,1d,np PARK bat, D,nphy D.& Dod, Mate, B..1d,np College T,a,n,ng Blead.ers DOCK Sto,ape B.,1d,ng Pool Budd,np Community Cente, Sto,ape B.,1d,ng Tenniz Storape Budd,np 1.1 N 1..fiarn, Ave 1.1 N 1..fiarn, Ave 1.1 NW 24 Ave S.,11. BAA 2111 SW 18 St 2. NE 58 Te, 27 NE58 St 2731 EM.:1,ell Ave 2785 SW 37 Ave 2785 SW 37 AVE 2.0 NW 17 I, Ave 2.0 NW 17 I, Ave 2820 MCFARLAND RD 30 NW 7th St 30 50 N Nd Ave 301 N Blvd 301 N Blvd 301 N Blvd 301 N Blvd 301 N Blvd 301 N Blvd 301 N Blvd 301 N Blvd 3120 0.1, Ave 3120 OAK AVE 314 Bea.on 3171 SW 22 T.... 32,23 SW 4 Ave 32,23 SW 4 Ave 32,23 SW 4 Ave 32,23 SW 4 Ave 300 Pan Arne,.an . 300 Pan Arne,.an . 305J eflerson St 350 NW 13 St 350 BAY.. E 3550 Enz....B. S e 510 3580 D Ave 3580 D Ave 3.0DryAe 3800 NW 7 Ave 8785 NW 38 St 3800 NW 7 Ave 8785 NW 38 St 3800 NW 7 Ave 8785 NW 38 St 3800 NW 7 Ave 8785 NW 38 St 3800 NW 7 Ave 8785 NW 38 St 3800 NW 7 Ave 8785 NW 38 St 3800 NW 7 Ave 8785 NW 38 St .138 33146 25 78138 25 78138 25 782517 25 755335 .80 18448 .80 18448 80 234528 80 228.3 33146 33146 33146 .137 .137 25 755335 25 755335 25 755335 2582.0 25 830381 80 228.3 80 228.3 80 228.3 .80 181714 .80 181.7 :H .135 .125 33142 .133 .133 33128 33142 33142 .133 33128 33128 .128 .132 .132 .132 .132 .132 .133 33146 .128 .128 .128 .128 .128 .133 .127 .127 .127 25 780521 25 7802. 25 787882 25 72734 25 72734 25 83085 25 83.18 25 8:308,,, 2582.27 25 73.7 .80 25311 25 80943 25 80943 25 72854 .80 24070 25 748535 25 780583 25,7038 25 78532 25 78532 25 78532 25 78532 25 78532 25 78532 25 78532 25 78532 25 78532 25 72.18 .80 243827 25 78E801 25 74838 25,7243 25,7243 25,7243 25,7243 25,7243 .80 200823 25 7271. 25 78.1 .80 2E7035 25 810371 25 73123 25 73123 25 8105 25 8105 25 8105 25 8105 25 8105 25 8105 25 8105 80 232587 80 232.4 80 2..4 .80 2.801 .80 2.801 .80 1.857 .80 1.735 .80 1.818 .80 185251 .8025311 25 7.87 80 29E85 80 29E85 80 20748 .80 208108 .80 20511 .80 187.1 .80 18828 .80 18828 .80 18828 .80 18828 .80 18828 .80 18828 .80 18828 .80 18828 .80 18828 80 243827 25 72.18 80 2352E2 80 24514 80 20828 80 20828 80 20828 80 20828 80 20828 25 ,7243 80 257532 .80 201.5 25 738.8 809388 809388 80 207538 80 207538 80 207538 80 207538 80 207538 80 207538 80 207538 $ 5 318.270 $ $ $ $ City of Miami Master Property (Less Utility) Schedule 19-20 $ $ 5 802,2E3 5 1.34,850 5 318,0 5 1.558818 5 8.0,725 Owned Owned Owned Owned Owned Owned Owned Owned Owned Owned Owned Owned Owned Owned Owned Owned Owned Owned Owned Owned Owned Owned Owned Owned Owned Owned Owned Owned Owned Owned Owned Owned Owned Owned Owned Owned Owned Owned Owned Owned Owned Owned Owned Owned Owned Owned Owned Owned Owned Owned Owned C erne., Stab. CornmunTy Cent., Pool Budd,np Re.,ekon Claz.00rn Fla. Cultural Cent., Re.,ekon Cent., COMUNIN HOUSE CornmunTy Bufld,np PEACOCK PARK Auto P ound "Raining Cent., Storage Build, li..troornz li..troornz Pav,I,on Dod,z Arnprnate, Storage Build, TENNIS CENTER Stab. Stab. B..1d,np COMUNIN BUILDING T,a,n,np Blead.ers Storage Build, Pool Budd,np CornmunTy Cent., Storage Build, Sto,ape Budd,np Day Ca,. li..troornz li..troornz 1.7 1872 204 1850 202 1870 1.5 208 208 208 1.5 1853 1.4 2018 1.5 1850 1.7 208 1853 1853 1.8 1.8 1.7 1.7 2.8 200 200 200 1.8 208 1.8 200 200 200 200 1.0 2020 205 205 205 205 205 200 2015 1.3 204 1.0 1.0 2014 2014 200 203 202 1.3 2010 2010 2010 8.8 10.0 2753 1882 ISO 4. 1..INC ISO 4. 1..INC ISO 4. 1..INC 1502 JI./1 1502 JI./1 1502 JI./1 1502 JI./1 ISO 4. 1..INC ISO 4. 1..INC ISO 4. 1..INC 1502 JI./1 1502 JI./1 ISO 4. 1..INC ISO 4. 1..INC ISO 4. 1..INC ISO 4. 1..INC 1502 JI./1 1502 JI./1 1502 JI./1 1502 JI./1 1505 I.FR 1508 Hi ISO 1..INC ISO 4. 1..INC ISO 4. 1..INC ISO 4. 1..INC ISO 4. 1..INC ISO 4. 1..INC ISO 4. 1..INC ISO 4. 1..INC ISO 4. 1..INC 1502 JI./1 1502 JI./1 1508 Hi 1502 JI./1 ISO 4. 1..INC ISO 4. 1..INC 1502 JI./1 1502 JI./1 1502 JI./1 ISO 4. 1..INC 1508 Hi MOORE PARK MIAMI ROWING BOAT HOUSE LUMMUS PARK • Kry Bead, P.M • Kry Bead, P.M • Kry Bead, P.M MFD MRC MRC KIN.. PARK Ma. Muzeum ATHA. RANGE PARK HENRY REEVES PARK 01321.15030 W EST END PARK MFD MFD MFD ROBERT KING HIGH PARK HENDERSON PARK MARGARET PACE PARK 00 078 087 080 087 00 01 102 102 1. 1. 1. 0. 0. 0. 105 105 105 105 10 10 10 107 10 085 00 122 01 122 123 124 125 127 1. 1. 1. 105 1. 10 153 10 001 001 001 001 001 001 001 PARK BOAT HOUSE F. College T.A ID B.,IdAp Bufldmp BELUNGHAM 35 FINGERS 130 WET SLIPS PICNIC FACIUN Mounted F. Stk.A10 Bufldmp Pod Pool Budd, Reid Houze PARK REN SWIMMING POOL Pool Budd, StoAge F. Stkor.8 Old F. Stkor.8 F. Stkor.8 PARK PARK F. Stkor.13 Off 301 301 301 4020 4020 4020 4020 404 NW 3 St 404 NW 3 St 404 NW 3 St 4101 NW 7th St 480 NW 11th St 8030 SW 2 St 8030 SW 2 St 813 NW 7th St Rd 701 NW 38th St 701 NW 38th St 7025W Flap.. 815 NW IA. 0127 0127 33148 33148 33148 0127 0128 0128 33132 33132 33132 33132 33132 33132 33132 0128 33148 33148 33148 33148 0128 0128 0128 33128 0130 0130 33128 33138 0137 0127 0127 0127 0127 0127 33150 33150 33150 33150 33150 33150 33138 33138 0137 331. 331. 331. 33138 0127 0133 0138 0138 0137 0127 0127 33128 0130 0130 0128 0138 33132 33132 2574072 2574072 25,7844 25,7844 802.8 257278 257278 257278 257278 25,013 25,013 25,013 25,0555 25,0555 25,8482 2582027 25823317 25823317 25823317 25823317 25823317 802038 .8020381 25830388 25788 802.08 25788 25,87. 2583078 258100 258100 25,042 25,1782 8020. 25787087 .187882 80207538 2581005 8020784 2578532 2578532 2578532 2578532 25778. 802.823 802.823 802.823 8020.3 8027008 802027. 8020707 8020707 8020707 8020707 8020707 2583271 2578305 802001 80.08 80.08 8020,1 .80211121 80207238 80207238 80308,5 80210358 25775. City of Miami Master Property (Less Utility) Schedule 19-20 TENNIS CENTER ROWING CLUB ToAA Id B.,IdAp Pool Budd, Reid Houze Pool Budd, Pool Budd, Pool Budd, POOL BUILDING 1 RECREATION CENTER POOL BUILDING Pool Budd, StoAge Dry Pol. Stk. SPORTS LIGHTING RECREATION CENTER 1853 1853 100 103 103 103 1875 1875 105 203 108 205 204 1857 1857 204 1857 208 208 104 204 102 208 208 208 1853 1853 1853 103 2011 208 200 200 1873 208 1878 208 108 208 208 203 1822 1871 1870 101 1878 1850 1874 2011 101 2010 2013 20 2730 80 20 11802 3120 0. 250 1501 MFR 1501 1501 ISO MNC ISO MNC ISO MNC 1501 1501 ISO MNC ISO MNC ISO MNC 1501 ISO 3 NC ISO MNC ISO MNC ISO MNC ISO MNC livAt City of Miami Master Property (Less Utility) Schedule 19-20 11.12.2 65.14.4 0,5.46,112516 15414 10 1. P&P 48 112 Comfort Stk. 604, 604, 604, 604, 604, .137 .127 .133 .130 .125 2573.. 25,0812 25,3102 .801008 .801.08 Owned Owned Owned Owned Owned 1.4 1.2 1815 20 50 ISO 4. AMC 1303 PP ISO 4. AMC ISO 4. AMC $507,sza9+z $ +z+m,em $ 45,339ae5 City of Miami, Florida Contract No. RFP 1245391 EXHIBIT D CONTRACTOR'S RESPONSE TO RFP NO. 1471386 27 Insurance Brokerage Services EXHIBIT B CONTRACT NO. RFP 147386 City of Miami RFP No. 1471386 Insurance Brokerage Services Response Prepared By: Risk Management Associates, Inc. A wholly owned subsidiary of Brown & Brown, Inc. Brown & Brown Public Sector FEIN: 59-2445801 Contact & Contract Liaison: Michelle Martin, CIC - Senior Vice President 300 North Beach Street Daytona Beach, FL 32114 (386) 239-4047 Business Phone (386) 239-4049 Business Fax Submittal Date: May 21, 2024 at 5:00 PM ELECTRONIC COPY Brown & Brown Section 4.1.1: Cover Page EXHIBIT B CONTRACT NO. RFP 147386 Section 4.1.2 Table of Contents EXHIBIT B CONTRACT NO. RFP 147386 Section 4.1.2: Table of Contents Solicitation Number 1496386 RFP Number 1471386 Insurance Brokerage Services Page Number Section 4.1.1: Cover Page Cover Section 4.1.2: Table of Contents 1 Section 4.1.3: Executive Summary 2 Section 4.1.4: Proposer & Proposer's Key Personnel, Qualifications, Experience & Past Performance 2.6 Proposer's Minimum Qualifications 4 69 Section 4.1.5: Proposer's Approach to Providing Services 75 Section 4.1.6: Proposed Price 107 Required Forms Reference Submittal Form (Attachment C) Price Proposal (Attachment D) Local Office Certification (Attachment E) Certification Statement Addendum Acknowledgements (1-6) EXHIBIT B CONTRACT NO. RFP 147386 Section 4.1.3 Executive Summary EXHIBIT B CONTRACT NO. RFP 147386 Section 4.1.3: Executive Summary On behalf of Risk Management Associates, Inc., also known as Brown & Brown Public Sector, a wholly owned subsidiary of Brown & Brown, Inc., we are pleased to submit this RFP response. Brown & Brown Public Sector is honored to serve as the City's incumbent Insurance Broker, providing 14 years of quality service to the City. Brown & Brown Public Sector has delivered industry -leading programmatic results and administrative services and will continue to expound our services into future contracts. The key components of those efforts and the management of the program include: • Risk Management program philosophy with short- and long-term planning objectives • Risk exposure identification and analysis • Insurance program design, marketing, and placement within budgetary objectives • General Risk and contract consulting • High-level quality -controlled service protocols with immediate response times • Claims Advocacy with extensive hurricane experience • Safety & Loss Control Representative and coordination with outside resources • Insured asset schedule management, including valuation trending • Constant communication of legislative impacts, industry trends and market conditions • Professional, customized written and oral presentations to staff and officials Overall Experience, Qualifications, and Technical resources and abilities include: Team Experience & Qualifications As the incumbent broker, our institutional knowledge produces value-added expertise that must be considered in your review of our proposal. Although our base team has been devoted to the City for 14 years, our team is NOT complacent. We constantly add to the human and technical resources assigned to the City's account to enhance your service experience. ✓ Project Manager - 25 years' experience with self -insured governmental risks ✓ Account Executive - 15 years' strategic governmental management experience ✓ Account Manager - 20 years' industry experience overseeing large public self -insured risks ✓ Public Risk Specialist - 10+ year veteran providing analytics and other technical support for governmental risks ✓ Loss Control Resource - Two 30+ year veterans with public entity risk reduction expertise ✓ Clients from this SERVICE OFFICE include 200+ Florida public entities, including the following: State of Florida, City of Jacksonville, City of Ft. Lauderdale, Palm Beach County BOCC Corporate Resources ✓ Publicly traded Florida Corporation formed in 1939 (85 years in business) ✓ Over 3,000 Brown & Brown teammates based in Florida ✓ Financial strength - $4 Billion annual revenues EXHIBIT B CONTRACT NO. RFP 147386 Corporate Resources (continued) ✓ Customer -focused, ethical, transparent, and long-term operating model ✓ Stringent internal quality control requirements and operating system security ✓ Significant investment in people and technological development to best serve our clients ✓ In house public entity, property, cyber, aviation, marine, and other subject -matter experts Results -Focused Performance ✓ $40 Billion of premiums placed with hundreds of contracted insurer options for our clients ✓ Our premium volume and quality market relationships allow us an aggressive negotiation platform with insurers on your behalf ✓ Enhanced insurance company relationships & market access to governmental programs ✓ Concierge -level service and administrative support to save your staff time ✓ Claims advocacy, including complex casualty issues and Hurricane claims ✓ Coordination of Risk/Loss Control resources for self -insured fund management ✓ State-of-the-art technology and analytics ✓ Benchmarking utilized to ensure your insurance program is the best in class The core broker service provided to the City of Miami is the placement and maintenance of the insurance program, which consists of 113 policies currently. Policy expiration dates span over 7 months of the year. Brown & Brown Public Sector has proven excellent past performance in the proficient account management, billing, policy maintenance, and marketing/placement of the City's insurance program. We have developed relationships within the City to effectively communicate and react to existing and emerging exposures. We have employed subject -matter experts throughout our tenure to provide guidance on a myriad of matters from exposure valuation to claims advocacy to contractual risk transfer. Brown & Brown Public Sector has a 98% client retention rate and has grown our client base because we have consistently improved our services resulting in an impeccable reputation. Our philosophy is, and always will be, to exceed our clients' expectations while maintaining high professional and ethical standards. You will find in our response many compelling reasons why our company is best suited to continue to serve the City's risk management needs. Sincerely attliew Montgomery Executive Vice President (Authorized Company Officer) Matt.Montgomery@bbrown.com (386) 239-7245 Direct Office Submitted: May 21, 2024 Michell Y Martin, CIC Senior ice President (Contact & Project Manager) Michelle.Martin@bbrown.com (386) 566-3484 Mobile EXHIBIT B CONTRACT NO. RFP 147386 Section 4.1.4 Proposer and Proposer's Key Personnel, Qualifications, Experience, and Past Performance EXHIBIT B CONTRACT NO. RFP 147386 Section 4.1.4: Proposer and Proposer's Key Personnel, Qualifications, Experience and Past Performance a) Describe the Proposer's organizational history and structure and the number of years the Proposer has been in business providing a similar service(s). Company Overview Brown & Brown, Inc. was founded in 1939 in Daytona Beach, FL and has since grown to be the largest insurance intermediary in Florida and the 6th largest in the United States. That growth has pushed our company beyond 500 locations worldwide, housing more than 16,000 teammates. Our diverse team of decentralized companies provides a wide range of innovative risk management and insurance solutions to protect our customers. We provide products and services to many industries in the United States and abroad. Powered by a culture that values high performance and perseverance, Brown & Brown is arguably the most efficient operating platform in the insurance brokerage business. We consistently deliver high -quality solutions and services to a broad array of customers. Our culture is built on integrity, innovation, superior capabilities, and discipline. We view insurance differently and use our experience, carrier relationships, and principled customer focus to deliver first-class service and solutions. to O d 19.1% Total Revenue Growth 20%-'- of Crown & Brown, Inc. is Corned by Teammates i -500 Global Locations LJ oftfi $4.3 Total Revenue 92% of Teammates Say We're a Great Place to Work 16K+ Talented Teammates Brown & Brown began in Florida, and Florida remains one of our largest operations, including: ➢ 60 Florida offices with 3,000+ teammates ➢ $2.6 Billion of insurance premiums placed in Florida ➢ Local Tri-County presence within Palm Beach County, Broward County, Miami -Dade, and Monroe County. Miami -Dade operations include offices in Homestead, Doral, and Coral Gables. Our company is publicly traded on the New York Stock Exchange (Symbol: "BRO"). Additional information is publicly available at www.bbinsurance.com or upon request. EXHIBIT B CONTRACT NO. RFP 147386 Footprint 111 nu, Canada 1111.1201 Alt 8 Locations topmatilt Cayman Islands Location te, United States 322 Locations United Kingdom", 147 Locations Netherlands r Belgium 1Location 1 Location 911111 Ireland 10 Locations ' Germany 1 Location 9 France 1 Location Italy 2 Locations Bermuda 1 Location UAE 1 Location 111 �Mataysia 1 Location Hong Kong 2 Locations EXHIBIT B CONTRACT NO. RFP 147386 Governmental Practice Nationally, our Governmental insurance portfolio contains a large volume of property and casualty exposures and $175 Billion in total insurable values (TIV) represented by our team of insurance professionals. This has been accomplished by balancing our strong local and state presence with corporate expansion into national and international insurance markets. Brown & Brown provides world class insurance services and product offerings to public entities of all shapes and sizes. Our representation of public entities includes Cities, Counties, Special Taxing Districts, School Districts, Charter Schools, Tribal Nations, State Government, and Universities and Colleges. We also have the expertise to place insurance on behalf of jumbo public entity pools in Florida, Washington, New York and Illinois. These placements cover the gamut of insurance lines from property, casualty and workers' compensation to life and health and span the range of risk management strategies from first dollar to self -insured retentions and alternative risk financing. Our subject matter specialists collaborate to provide our clients the best possible financial solutions. About Brown & Brown Public Sector - Servicing Office Brown & Brown Public Sector is Brown & Brown's retail public entity specialist operation in Florida and will remain the servicing office for the City. Our Daytona Beach corporate headquarters is centrally located to serve our Florida clients. The Public Sector division offers the distinct combination of a "boutique" public entity brokerage offering concierge -level service with direct access to C-Suite leadership of a large national broker. Our team's focus and Brown & Brown's international reputation and size allows us to negotiate better terms and conditions to create unique service plans based on our client's goals and objectives. Our laser -focused staff of 30 professionals design, place and service in excess of $250 Million of written insurance premiums. EXHIBIT B CONTRACT NO. RFP 147386 In Florida, Brown & Brown Public Sector represents public entities to include small towns and special taxing districts, to large cities and counties, including the State of Florida. Lines of insurance placed include Surety/Bonds, Accident & Health, Life, Medical, Property, Casualty, Workers' Compensation, and all specialty and ancillary lines. We utilize a variety of risk transfer products, from 1st dollar package programs to multi -carrier self -insured program designs. Brown & Brown offers a myriad of alternative risk transfer resources including captive management, risk control, and advanced analytics. For self - insureds, the appropriate strategies and expertise are readily available to provide necessary analytics, value-added resources, and consultative servicing staff. Public Entity Client Profile 70 Cities 24 Counties 6 School Districts 7 Public Universities State of Florida 100 Special Taxing Districts ✓ Only retail agency in Florida 100% committed to public entities. ✓ Brown & Brown Public Sector has served Florida governments exclusively since 1992 ✓ $250 million of annual premiums placed for our public entity Florida clients Brown & Brown Public Sector provides Risk Management Services with Property, Excess Casualty and Excess Workers' Compensation insurance programs for over 40 self -insured public entities in Florida, including (but not limited to): • State of Florida • City of Miami • City of Ft. Lauderdale • City of Naples • City of Ocala • Brevard County • Marion County • City of Tallahassee • Florida International University • City of Jacksonville • City of Sarasota • Tampa Bay Water • Collier County Schools • Lee County Schools • Collier County • Lee County • Palm Beach County • Florida Atlantic University EXHIBIT B CONTRACT NO. RFP 147386 b) Provide a list of all principals, partners, officers, owners and/or directors of Proposer, including joint ventures and/or sub-consultant(s), if applicable. Brown & Brown's Corporate Officers: Operating Committee uldirAltik J. Powell Brown, CPCU President & Chief Executive Officer K. Gray Nester 'II Executive Vice President & Chief Information Officer R. Andrew Watts Executive Vice President, Chief Financial Officer & Treasurer J. Scott Penny, CIC Executive Vice President & Chi& Acquisitions Officer Steve M. Boyd Executive Vice President & President —Wholesale Brokerage Segment Julie L Turpin Executive \Ace President & Chief People Officer P. Barrett Brown Executive Vice President & President —Retail Segment Chris L. Walker Executive Vice President & President —Programs Segment Our CEO, Powell Brown, and Mike Bruce of Brown & Brown Europe, were both recently honored as the Global 100 Best Insurance Professionals and Brokers Worldwide for their contributions to our industry EXHIBIT B CONTRACT NO. RFP 147386 c) Indicate whether the City has previously awarded any contracts to the Proposer. If so, discuss the nature of contract, types of services performed, and the term of the contract. Current Contract - Past Performance Brown & Brown Public Sector has managed the City's Property & Casualty brokerage services since 2010. Together with the City's Risk Management staff, we have administered the City's insurance program and successfully navigated a volatile insurance market and risk exposures unique to the City over the past 14 years. A few specific recent successes are listed below: General Services Overview • Structure insurance programs conforming to financial and budgetary conditions of the City's operational organization. Currently, our team manages 113 insurance policies with expiration dates throughout the year to include: o Property, Liability & Workers' Compensation o Automobile Liability & Automobile Physical Damage o Accident insurance o Aircraft & Drone Liability o Foreign, Travel Accident, and Kidnap & Ransom o Marina Operations & Vessel Hull coverages o Fuel Storage Tank Pollution Liability o Grapeland Water Park o Flood, including National Flood Insurance Program & Terrorism • Ongoing in -person meetings with Staff on a quarterly basis, including coordination of current and prospective underwriter meetings with Staff. We have arranged for many off -site meetings, including in London, which is an important marketplace for the City. Underwriter relationship building is important to present the City's risk in the most complimentary light to both existing and prospective insuring partners. • Brown & Brown Public Sector regularly provides quote options from multiple insurance companies to achieve the best insurance terms & rates available in the marketplace. • Discussions of emerging exposures and insurance products including; Crime, Cyber, Active Assailant, and Parametric options. • Claim review meeting coordination with insurers, insurers' representatives, and City staff to manage expectations and coordinate appropriate reserving/payment practices. • Ongoing communications with Property Executive Adjuster and Casualty TPA to clarify insurer claim reporting instructions and favorable claims resolution. EXHIBIT B CONTRACT NO. RFP 147386 • Contractual risk transfer consulting, including commercial/private sector account expertise utilized from the hundreds of associates located in our corporate office. This expertise is also utilized to advise on vendor insurance requirements and Certificate of Insurance compliance. • Analytics provided for Property exposures using RMS & AIR software contracts. • We follow the City's unique accounting requirements for payment of premium invoices. Insurance Program Design Results Below we highlight a few accomplishments with insurance marketing and program design during our tenure. Property • From 2020 to present, we have successfully navigated a hard property market. Rate increases, if any, have been minimal. o 2021 rate increase less than 7.5%; maintain limit. o 2022 slight rate DECREASE o 2023 was a time of rate increases and coverage limitations for ALL markets. Based on our benchmarking, the City of Miami's increase was less than most, particularly with an $11 Million Hurricane loss (Irma) within the last 10 years. o 2024 Master Property rate DECREASE of approximately 5% o Vetted a new qualified Executive General Adjuster for all Property insurance. Also correspond with Engle Martin at least annually to ensure priority claims service delivery. • From 2007 to 2020, Brown & Brown has produced effective rate reductions every year for the City's Master program, while increasing coverage. Notably, o 2011: Rate increase of 48.1% in 2011 was due to a 67% limit increase o 2014: Flat premiums with 40% limit increase o 2017: Flat premium with 14% limit increase o 2018: 10% rate increase following $11 million Hurricane Irma loss (400% loss ratio comparing Premium/Loss. 10% was considered minimal under 2018 market conditions.) o 2019: Minimal increase considering hardening market and extensive Irma loss. o 2022 Master Property rate 9.7% LESS than in 2007, with 250% higher Cat (Hurricane/Wind/Flood) limits. EXHIBIT B CONTRACT NO. RFP 147386 Property (Cont'd) • Since 2020, have been providing advice for trending valuations to ensure adequate coverage and to improve negotiations with insurers. • Request quotes from third -party Property Appraisal companies • Procure an Elevation Certificate for a specific building to satisfy underwriters • We have also employed creative use of multiple insurers and specialty market capacity in our program design to provide maximum insurance limits available. The 2023/2024 program provides the following limits: Overall Program, Various Effective Dates INSURED PROPERTY LIMITS As of 4/18/2024*** TIV AOP Named Wind** Flood Master City Property $ 653,007,957 $ 100,000,000 $ 25,000,000 $ 30,000,000 Utilities Property $ 30,224,149 $ 10,000,000 $ 10,000,000 $ 10,000,000 EDP /Scheduled IT Equipment $ 28,262,241 $ 28,262,241 $ 28,262,241 $ 3,000,000 Marlins Garages Property* $ 97,329,726 $ 97,329,726 $ 97,329,726 $ 25,000,000 Auto PD-Comp/Coll-ACV/$1M Max* $ 79,054,176 $ 1,000,000 $ 1,000,000 $ 1,000,000 NFIP Flood 64 Policies ............................ $ 33,079,000 Total Limits $ 887,878,249 $ 236,591,967 $ 161,591,967 $ 102,079,000 Legend for Exhibits Utilities = Solid Waste buildings and pump stations JLK = James L. Knight Center TIV = Total Insured Values EDP = Electronic Data Processing Equipment NFIP = National Flood Insurance Program • In 2019, following a $100,000 claim, mitigated a 30% premium increase for Equipment Breakdown by marketing coverage and recommending a change in insurer. • Placed Dinner Key Marina's Builders Risk for the rebuild following Hurricane Irma within our contract (no additional broker fee charged to City). Favorable terms and conditions negotiated include: o 21-month term (two hurricane seasons) o Rate well below market for this hard -to -insure exposure o Broad terms and conditions, including Delay in Opening • The 2024 Property Renewal provided the following enhancements: o Negotiated 5.20% rate decrease per expiring Master program o Bound an additional $5,000,000 Named Windstorm coverage. o Provide alternative to Non -Renewed Inland Marine/EDP coverage for over $28 million of equipment values. o Added Nuclear, Biological, Chemical, Radiological (NCBR) coverage to Terrorism policy. EXHIBIT B CONTRACT NO. RFP 147386 Automobile Physical Damage • In 2015, developed a unique market relationship to insure physical damage for high -valued vehicles including Fire & EMS units. Immediately following the insurance placement, a $400,000+ claim occurred involving a collision with 2 owned Fire/EMS units. • Negotiated Excess Auto Physical Damage renewals with no rate increases for 2 years following the claim. • In 2019, inevitable hardening market increases were applied to the renewal. Provided option with strategic market partner Preferred Governmental Insurance Trust to provide a 14% premium savings for primary coverage. Casualty • In 2018, took advantage of a favorable underwriting relationship to provide and bind a Marina Operators Legal Liability policy option with a 32% decreased premium. • In 2019, marketing of Excess Liability program produced 10% lower premium with an alternate insurer. Due to coverage and differences in claims handling philosophies, the City decided to renew with the incumbent. • In 2022, designed an appropriate excess package policy with a new insurer. Brown & Brown Public Sector has presented to various City staff consistently during our tenure, including Stewardship meetings twice annually during the major renewals of the Property insurance (5/1) and Casualty insurance programs (moved to 11/1 expiration in 2020). We have made several program design changes in the past few years to address various risk exposures, claims experience, and market availability. We have managed the City's budget and coverage expectations with constant communications with the City's insuring partners and City concerning the changing marketplace. Both specific insurer developments and general marketplace/economic challenges are communicated to the City's Risk Management Department and at the upper levels of City administration as needed to proactively manage risk and budget. Specific Project Highlights • Engage vendors for various services, including Property Appraisals. Property Appraisal quote process includes providing Scope of Services, negotiations, and service needs comparisons. • General Risk Management Consulting to review risk exposure and provide ideas for risk transfer, whether operationally via risk avoidance, via insurance, or via contract to another party. • Constant engagement with both existing and prospective underwriters. • Claims advocacy - Assist in expediting claims adjustments, including complex casualty claims, Hurricane Irma, and a total building loss property claim. EXHIBIT B CONTRACT NO. RFP 147386 • In 2017-18 involved several corporate and outside subject -matter experts for Claims Advocacy recommendations following the Hurricane Irma claim. • Maintain the tail of the City's Owner Controlled Insurance Program (OCIP) for Marlins Garages, including Liability, Workers' Compensation, and Pollution. • Property Asset Evaluation, including Insurance to Value (ITV) updates each year since 2020. Our ITV suggestions resolved insurers' desire to require higher rates. Discussion and implementation of long-range valuation update strategies is on our current project list also. • Involvement of Forensic Accountant for Business Income valuation expertise and discussion with City in 2018. (No additional fee to the City). • Coordinate and oversee on -site Law Enforcement operations audit with specialized law enforcement consultant and underwriters in 2017. • 2019 - Research and identify source of coverage for potential USAR South Florida Task Force 2 (FL-TF2) exposures in the event of foreign deployments of this City -sponsored Search and Rescue Task Force. Such a deployment occurred following the Haitian earthquakes in 2010. The Federal Government rules have changed recently to shift risk federally to requirements that the Task Forces must procure their own insurance for out of country operations. • Discussions of risk exposure and insurance products available to cover increased financial exposure mandated by legislative changes, including those resulting in increased benefits for Firefighters and EMS, other First Responder benefit increases, and proposed changes in Florida Sovereign Immunity protections via FS 768.28. d) Describe the Proposer's organizational history including years in business, current structure, and the current number of employees, and primary client markets served. Also, see Section 4.1.4. Part a. above that provides a complete Company Overview, including our Florida and national Public Entity focus. 6th $47B 250 85 largest insurance Design, place and Employs more than Providing superior brokerage firm in service in excess of 17,000 teammates service to our the US as ranked by $47 Billion of Florida with 250 locations customers since Business Insurance Public Entity across the globe 1939 Property Values EXHIBIT B CONTRACT NO. RFP 147386 e) Describe the Proposer's past performance with a focus on Public Entity risks. Florida Public Entity Footprint - Brown & Brown Public Sector The Brown & Brown Public Sector team is a highly specialized unit of insurance advisors 100% trained to deliver industry -leading brokerage services to public entities in the State of Florida. Since 1992, we have continuously refined that specialization and enhanced our services. Our team provides Property & Casualty and Employee Benefits advisement and insurance services to over 200 Florida governments, including more than 100 Cities, Counties and School Boards. Complex Risk Management clients include: Cities of Tallahassee, Ft. Lauderdale, Miami, Sarasota, and Jacksonville, Palm Beach County, The State of Florida, Lee County, and Hillsborough County We are a highly organized and accountable team of insurance professionals, laser -focused on providing both world -class brokerage services and concierge -level support to our clients. Our strong reputation was built by empowering our governmental clients to outperform their industry peers, lower total cost of risk, and enhance risk management programs - all within annual budgetary constraints. These capabilities are only enhanced by our team's commitment to serve those who serve the public. j PUBLIC ENTITY MARKET LEADERS I • Largest Public Entity broker in FL • 25 Counties • 70 Cities • 100 Special Districts • 12 Governments with over $1B TIV I EXPERIENCE • 85+ Years in Business • 30+ Years Government Expertise • $250 Million Public Entity Premiums Placed • Exclusively Public Sector • Risk Management Program Design • 24 Hour Response Time EXHIBIT B CONTRACT NO. RFP 147386 Our team includes industry leaders within the Florida public entity insurance and risk management space. We have consistently grown our client base because we have consistently invested in our personnel and infrastructure to bring more resources and quality service to our customers. Our customers agree - we encourage you to reach out to our client references. We are proudly involved and committed to the top Public Entity industry organizations and professional affiliations, including: priiNd Public Risk %pip Manatiktimoannt (I\ MO FLORIDA FSBA COUNTIES 4RIM5 vso A EENJtATI, 414. 0..0 POPE EXHIBIT B CONTRACT NO. RFP 147386 f) Provide documentation and other detailed information validating that Proposer is duly licensed by, and in good standing with the State of Florida, as an Insurance Broker, as of the Proposal due date. p� ` ENT of FINANCIAL siv voysoNRISK MANAGEMENT ASSOCIATES, INC. DBA PUBLIC RISK INSURANCE ADVISORS 220 S RIDGEWOOD AVE SUITE 210 ❑AYTONA BEACH FL 32114 Agency License Number L018706 Location Number': 133164 Issucd On 09/1412006 Pursuant To Section 626.O428, Florida Statutes This Agency Location Shall Be In The Active Full -Time Charge Of A Licensed And Appointed Agent Holding The Required Agent Licenses To Transact The Lines Of Insurance Being Handled At This Location_ Pursuant To Subsection 626_ 172(4), Florida Statutes, Each Agency. Location Must Display The License Prominently In A Manner That Makes It Clearly Visible To Any Customer Or Potential Customer Who Enters The Agency Location. Jimmy Patetnis Chief Financial Oilloer State of Florida EXHIBIT B CONTRACT NO. RFP 147386 State of Florida I)epartm en 1 of .State I certify from the records of this office that RISK MANAGEMENT ASSOCIATES. INC. is a corporation organized under the laws of the State of Florida. filed on August 14. 1984. The document number of this corporation is H16549. I further certify that said corporation has paid all fees due this office through December 31, 2024, that its most recent annual reportlunifoi711 business report was filed on April 23. 2024. and that its status is active. I further certify that said corporation has not filed Articles of Dissolution. Given under my hand and the Great Seal of the State of Florida at Tallahassee, the Capital, this the Twentieth day of May, 2024 Secretary of late Tracling Number: 4521O273710E; To authenticate this certificate,visit the following site.enter this number, and then follow the instructions displayed. ht fps: //s civic es sunbix.orgiFilings/C: ertifica to cif Sta tusiC ertifica teAut hentica lion EXHIBIT B CONTRACT NO. RFP 147386 g) Provide documentation and other detailed information proving that Proposer has worked in the capacity of Insurance Broker for at least three (3) governmental entities within the State of Florida. Brown & Brown Public Sector's client base exceeds 200 Florida government clients. Including the City of Miami, Brown & Brown Public Sector currently controls risk management programs for 39 large public entities that have self -insured casualty and workers' compensation programs as well as large property insurance placements. Many of these have been Brown & Brown clients for over 10 years, including: The State of Florida Palm Beach County Hillsborough County Lee County Collier County Volusia County Brevard County Marion County City of Jacksonville City of Miami City of Ft. Lauderdale City of Sarasota City of Tallahassee City of Naples City of Marco Island City of North Port City of Palm Bay City of Ocala City of Lake Worth Beach Town of Davie Town of Jupiter Collier County Schools Lee County Schools Volusia County Schools Pinellas Suncoast Transit Authority Hillsborough Area Transit (HART) See Section 4.1.4. Part i) below for documentation and results of existing clients for which we have represented as insurance broker. EXHIBIT B CONTRACT NO. RFP 147386 h) Provide a detailed list of three (3) comparable contracts with governmental clients (similar in scope of services to those requested herein), which the Proposer has either ongoing or completed within the past ten (10) years. The description should identify for each project: 1) Client; 2) Description of work; 3) Total dollar value of the contract; 4) Dates covering the term of the contract; 5) Client's contact person and phone number; 6) Statement of whether proposer is/was the prime contractor or subcontractor. If Proposer was the subcontractor, name the prime contractor. 7) Detail Proposer's responsibilities and the results of the project; 8) Was the Scope of Work fulfilled? If so, then describe any highlights of the project. If not, then describe why the Scope of Work was not fulfilled. Client Name: Palm Beach County BOCC Address: 100 Australian Avenue, Suite 200, West Palm Beach, FL 33406 PRIME CONTRACTOR Description of Work: Insurance Brokera • e for all lines of Pro • ert & Casualt Total Dollar Value of Contract: Over $15,000,000 Insurance Premiums Term of Current Contract: 2021 - Present Client Contact: Scott Marting - Director of Risk Management Telephone Number: (561) 233-5422 Email: smarting@pbcgov.org Responsibilities & Results: Insurance Placement and Risk Management Consulting similar to services requested in this RFP. Results are favorable for a broad array of successful projects completed over the past 3 years continuous relationship. Service team includes those providing and proposed to •rovide services for Cit 's •ro'ect. Completion Time Met: Yes - See highlights of the project in Section 4.1.4. Part i) EXHIBIT B CONTRACT NO. RFP 147386 Client Name: City of Ft. Lauderdale Address: 100 N. Andrews Avenue, 3rd Floor, Fort Lauderdale, FL 33301 PRIME CONTRACTOR Description of Work: Insurance Brokera:e for all lines of Pro • ert & Casualt Total Dollar Value of Contract: $6,000,000 Insurance Premiums Term of Current Contract: 2009 - Present Client Contact: Guy Hine - Risk Manager Telephone Number: (954) 828-5177 Email: ghine@fortlauderdale.gov Responsibilities & Results: Insurance Placement and Risk Management Consulting similar to services requested in this RFP. Results are favorable for a broad array of successful projects completed over the past 15-year continuous relationship. Service team includes those providing and proposed to •rovide services for Cit 's •ro'ect. Completion Time Met: Yes - See highlights of the project in Section 4.1.4. Part i) Client Name: City of Jacksonville Address: 117 West Duval Street, Jacksonville, FL 32202 PRIME CONTRACTOR Description of Work: Insurance Brokera:e for all lines of Pro • ert & Casualt Total Dollar Value of Contract: Over $15,000,000 Insurance Premiums Term of Current Contract: 2018 - Present Client Contact: Tracy Flynn, AIC, AIS - Chief of Risk Management Telephone Number: (904) 255-5310 Email: tflynn@coj.net Responsibilities & Results: Insurance Placement and Risk Management Consulting similar to services requested in this RFP. Results are favorable for a broad array of successful projects completed over the past 6 years continuous relationship. Service team includes those providing and proposed to •rovide services for Cit 's •ro'ect. Completion Time Met: Yes - See highlights of the project in Section 4.1.4. Part i) EXHIBIT B CONTRACT NO. RFP 147386 i) Where possible, list and describe those projects performed for government clients (excluding any work performed for the City of Miami). In the event that the Proposer has not performed three (3) comparable contracts within the past ten (10) years, the Proposer should provide information that demonstrates its ability to perform the required services. Brown & Brown Public Sector's client base exceeds 200 Florida government clients. Our team currently controls risk management programs for 39 large public entities that have self -insured casualty and workers' compensation programs as well as large property insurance placements. Many of these have been Brown & Brown Public Sector's clients for over 10 years. Clients with over $3 Million Insurance Premiums Palm Beach County BOCC School District of Lee County Lee County BOCC Hillsborough County BOCC Collier County BOCC District School Board of Collier County State of Florida Brevard County BOCC City of Fort Lauderdale Marion County BOCC Osceola County School District Property Placements $500M+ in Total Insured Value Public Entity (TIV) TIV State of Florida - Division of Risk Management $27,306,500,000 Preferred Governmental Insurance Trust $10,000,000,000 City of Jacksonville / JAXPORT $4,500,000,000 Palm Beach County & Palm Beach Int'l Airport $2,970,000,000 School District of Lee County $2,900,000,000 Hillsborough County $2,570,000,000 Lee County BOCC $1,894,500,000 District School Board of Osceola County $1,750,000,000 District School Board of Collier County $1,800,000,000 Collier County $1,400,000,000 Leon County School Board $948,000,000 Brevard County BOCC $880,000,000 City of Miami $888,000,000 City of Fort Lauderdale $628,000,000 EXHIBIT B CONTRACT NO. RFP 147386 City of Fort Lauderdale Total Insured Property $628M - 2,800 employees Brown & Brown was awarded the city's Agent of Record in a statewide Request for Qualifications process in 2009, 2013, 2017 and in 2021. We manage all property, casualty, and workers' compensation insurance programs. Since becoming the city's Agent of Record, we have accomplished the following: • In April 2010, we reduced the total property premium by $167,288 (8%) while also increasing the overall property insurance limit from $100M to $150M (50%). This was achieved by utilizing a specialty insurance market relationship. • Identified the need to put NFIP Flood policies in place and successfully coordinated the placement of 71 NFIP policies. By doing so, the City obtained an additional $40,921,000 of flood coverage. • Provided an accurate wind and flood model which resulted in putting the City in a much better position to negotiate favorable terms with property insurance carriers. • Provided significant improvement in the property schedule by providing secondary building characteristics and thereby improving wind model output and accuracy. • We provided a comprehensive wind and flood model report that disclosed the top 9 locations whose potential for wind loss was the greatest. The model also included flood zones and most importantly, proximity to flood zones. • Brown & Brown improved the insurance requirements and indemnification language for all City contracts by drafting standardized insurance requirements and procedures for all departments to follow. The review and improvement of contract language is a continuous process and changes are made regularly. • In the 2023 property insurance renewal (February 2023) we were able to negotiate a very low rate increase of only 12.3%. This compares very favorably with other risks that are experiencing 40% and higher rate increase. • We also exceeded expectations in the 2024 renewal with a minimal rate increase, despite a $10M flood loss in April 2023. This renewal also resulted in improved coverage terms. EXHIBIT B CONTRACT NO. RFP 147386 City of Jacksonville Total Insured Property $4.5B - 12,000 employees Brown & Brown was initially awarded Broker of Record in 2018, changing from a long-term contract with AJ Gallagher, as a result of a statewide RFQ process. We currently manage all the property, casualty, excess liability, and excess workers compensation insurance programs. Accomplishments and improvements include: • Renewed 8 general liability and two excess workers compensation policies with mostly flat rates and provided significant coverage improvements. • Provided rate stabilization with several multi -year policy options. • Cyber Security & Privacy - Secured, placed and service this additional line of coverage. • Special Event - Secured, placed and service this additional line of coverage for higher -risk short-term events to provide effective risk transfer from the self -insured fund. • Marine - Through an RFP process successfully secured and placed coverage for the City's marine exposures. This currently includes the various department's watercraft, wharfinger liability, and excess. • Special Excess Medical Professional Liability - Through an RFP process, secured and placed $10M limit policy for detention centers and jails. • In each of the above cases, we were able to achieve premium reductions and broader coverage terms and conditions. Our achievements and immediate successful results for the City led to Brown & Brown being chosen as the City's Broker of Record for Property through a separate RFP process in 2019. Notable achievements include: • Implementation of a formal Property and Fine Arts Insurance To Value Appraisal conducted by third parties. The Brown & Brown team performed a full review and comparison of the existing property and fine arts exposures, then produced an updated statement of values for the 2020 renewal. This necessary review resulted in discovery of unscheduled items, removal of duplications and demolished buildings and ultimately lead to a 12.8% increase in values. • Full property market solicitation, including coordination of city's Risk Management team attending meetings with the individual existing and prospective insurance company underwriters. Domestic meetings with over 20 interested markets occurred in Atlanta and formal presentations were made to the London marketplace in December. This ultimately drove a very successful renewal given the current state of the marketplace. • Coordinate annual meetings in London to maximize relationships and communications with the international marketplace which drives more favorable results and coverage for unique exposures of the City. • Annual valuation trending and coordination of Property appraisal process. EXHIBIT B CONTRACT NO. RFP 147386 Palm Beach County Total Insured Property $2.9B - 12,000 employees Brown & Brown was chosen in 2021 to manage all property and casualty insurance for the County in a statewide RFQ process. AJ Gallagher was the County's incumbent broker. Our entire team conducted a detailed analysis of the County's property exposures, coverages and losses. We were able to accomplish the following results despite the headwinds of a very hard property market. • Through driving competition and new carriers, reduced the property insurance rate by 2% resulting in annual premium savings of $390,860 • Negotiated improvements in 22 sublimits. • Removed the margin clause limitation and placed Blanket coverage for all insured locations. Considering the impact of Demand Surge in construction costs after a major loss this is a significant improvement. • Improved the definition of Named Windstorm to include storm surge. • Increased the Extra Expense limit from $10M to $25M per occurrence. • Increased the Errors & Omissions from $1M to $10M. • Coordination of annual Property valuation trending and Appraisals. third -party onsite Property EXHIBIT B CONTRACT NO. RFP 147386 Hillsborough County BOCC Total Insured Property $1.8B - 5,200 employees Brown & Brown Public Sector was awarded the County's Agent of Record in a statewide Request for Qualifications process in 2022. The former agent was AJ Gallagher. We manage all property, casualty, and workers' compensation insurance programs. In 2 years, we have accomplished the following: • In the first Casualty renewal, we reduced the overall program premium by 13% o Provided the County with a $55,000 premium savings on the Cyber Liability and ensured a $15,000 risk management stipend for ongoing security improvements o Secured a 2-year rate guarantee and provided a $143,000 premium savings on the County's Excess Workers Compensation o Met the County's ongoing goal of placing lines of business with County approved MBE/WBE/SBE • Conducted a detailed flood audit, identifying County assets at risk • Maintained the expiring Property loss limits including Named Storm despite the hard market conditions EXHIBIT B CONTRACT NO. RFP 147386 City of Sarasota Total Insured Property $320M - 900 Employees Brown & Brown was awarded the City's Agent of Record in a statewide Request for Qualifications process in 2009, 2014, and in 2019. We manage all property, casualty, and workers' compensation insurance programs. Since becoming the city's Agent of Record, we have accomplished the following: • In April 2010, we reduced the total property premium by $200,000 (15.4%), while also increasing the overall property insurance limit from $75M to $110M. This was achieved by utilizing a specialty insurance market relationship. • Identified the need to put NFIP Flood policies in place and successfully coordinated the placement of 9 NFIP policies. By doing so the city obtained an additional $3,500,000 of flood coverage. • Provided significant improvement in the property schedule by providing secondary building characteristics and thereby improving wind model output and accuracy. • In 2021 we performed a comprehensive analysis of the city's liability risk retention and transfer program resulting in a more cost-effective strategy for risk financing. • Brown & Brown improved the insurance requirements and indemnification language for all City contracts by drafting standardized insurance requirements and procedures for all departments to follow. The review and improvement of contract language is a continuous process and changes are made regularly. • In the 2023 property insurance renewal we were able to negotiate a very low rate increase of only 25%. This compares very favorably with other risks that are experiencing 40% and higher rate increases. • The 2024 property renewal resulted in a flat rate and a new self-insurance structure that generated significant savings without significant financial risk to the City. EXHIBIT B CONTRACT NO. RFP 147386 1) Provide three (3) client references as set forth in Section 2.7 of this RFP using Attachment C, Reference Submittal Form. These references can include contracts listed in item h. above. The City reserves the right to verify any such information submitted in this process. Such verification may include, but is not limited to, speaking with client references, reviewing any and all documentation for the same, site visitations, and any and all other independent confirmation of dates as the City may deem necessary, in its sole discretion. Failure to submit Reference Submittal Form, as required, shall disqualify Proposer from consideration. Please find our references provided on the required form: ■ City of Jacksonville ■ City of Ft. Lauderdale ■ Palm Beach County Board of County Commissioners and Constitutionals EXHIBIT B CONTRACT NO. RFP 147386 City of Miami - Attachment C City of Miami Insurance Brokerage Services - Reference Submittal Form FIRM NAME: Risk Management Associates, Inc. Solicitation 149638,6 RFQ 1471386 Reference Section 2.7 Summarized Requirements: Refer to the details in Section 2, Special Conditions, to verify that the Information provided will suffice as proof of meeting the requirements of this solicitation. Past Performance Reference Check #1 CcmpanyfOrganization Nanie: Palm Beach County BOCC Address:100 Australian Avenue; Suite 200, West Palm Beach, FL 33406 Contact Person:Scott Marting - Director of Risk Management Contact Phone Number:(561) 233-5400 Contact Email (if applicable): Smarting@pbcgov.org Date of Contract or Sale: 10101/2021 (Current Contract) Prime or Subcontractor: Prime Other (Description of Service, Total dollar value of Contract, etc.): Insurance Placement and Risk Management Consulting similar to services requested in this RFP. Results are favorable for a broad array of successful projects completed over the past 3 years continuous relationship. Service team includes those providing and proposed to provide services for City's project. Annual insurance spend is over $15,000,000. Past Performance Reference Check #2 CompanylOrganizatian Name: City of Ft. Lauderdale Address:100 N. Andrews Avenue, 3rd Floor, Fort Lauderdale, FL 33301 Contact Person:Guy Hine - Risk Manager Contact Phone Number:(954) 828-5177 Contact Email (if applicable):ghine@fortlauderdale.gov Date of Contract or Sale:12/19/2021 Prime or Subcontractor: Prime Other (Description of Service, Total dollar value of Contract, etc.): Insurance Placement and Risk Management Consulting similar to services requested in this RFP. Results are favorable for a broad array of successful projects completed over the past 15 year continuous relationship. Service team includes those providing and proposed to provide services for City's project. Annual Insurance Spend is over $6,000,000_ 1 3-M12024 1.31 PM p_ 13 EXHIBIT B CONTRACT NO. RFP 147386 City of Miami - Attachment C City of Miami Insurance Brokerage Services - Reference Submittal Form Solicitation 14963e6 RFQ 1471386 Past Performance Reference Check #3 CompanyfOrganizstion Name: City of Jacksonville Address:117 West Duval Street, Jacksonville, FL 32202 Contact Person: Tracy Flynn, AIC, AIS - Chief of Risk Management Contact Phone Number: (904) 255-5310 Contact Email Of applicable):tflyn n @coj, net Date of Contract or Sale: 201 8 Prime or Subcontractor: Prime Other (Description of Service, Total dollar value of Contract, etc.): Insurance Placement and Risk Management Consulting similar to services requested in this RFP, Results are favorable for a broad array of successful projects completed over the past 6 years continuous relationship. Service team includes those providing and proposed to provide services for City's project, Annual Insurance Spend is over $15,000,000. 2 3l4/2424 1,31 PM p, 14 EXHIBIT B CONTRACT NO. RFP 147386 k) Provide information concerning any prior or pending litigation, either civil or criminal, involving a governmental agency or which may affect the performance of the services to be rendered herein, in which the Proposer, any of its employees is or has been involved within the last five (5) years. Risk Management Associates, Inc. a wholly owned subsidiary of Brown & Brown, Inc., has no pending or any prior litigation within the last five years. In the spirit of full disclosure and transparency, we offer the following information concerning our parent company. Risk Management Associates, Inc. is not directly involved with nor aware of any such litigation with our parent company, nor is there any reason performance of our services would be affected. Brown & Brown, Inc., a publicly traded company on the New York Stock Exchange (NYSE: BRO), is involved in claims and litigation in the ordinary course of their business and descriptions of legal matters can be obtained through the public filings available through the federal Securities and Exchange Commission. You may also access Annual Reports, Quarterly 10-Q forms, and other documents at Brown & Brown's website: www.investor.bbinsurance.com Additionally, Brown & Brown has a Quality Control division with interdisciplinary teams lead by internal auditors. These auditors perform financial, agency operations and information technology audits of each office to assure proper accounting, records management, and client services are performed in accordance with the company's policies and procedures. The results of these audits are made directly to Brown & Brown's Board of Directors. 1) Describe any relevant industry/subject matter expertise, including any experience in the requested services listed herein, and any unique or proprietary project methodologies relevant to the requested services. Family of Resources Brown & Brown's decentralized structure is unique in that it allows each of our subsidiaries to create exceptionally unique service models designed to deliver customized results for each our clients. In addition to the City project team highlighted herein, we have access to Brown & Brown's international operations for client support, subject matter expertise and carrier relationships, including; ➢ London Brokerage ➢ Bermuda, Grand Cayman, and other International offices ➢ Litigation Specialists and legal support ➢ Actuarial Services ➢ Alternative Risk Transfer and Captive management ➢ Enterprise Risk Management (ERM) ➢ Financial & Property Modeling EXHIBIT B CONTRACT NO. RFP 147386 ➢ Actuarial Services ➢ Analytics and Modeling ➢ Program administrators with distinctive expertise ➢ Wholesale specialists in public entity, property, and professional liability ➢ Loss Control and Safety Resources ➢ Surety/Bond Practice ➢ Personal Lines insurance practice ➢ National Retail Brokerage/Marketing and Support ➢ National Specialty Wholesale Brokerage and National Programs with underwriting resources and public entity programs. ➢ Strategic partnership with previously owned Third Party Claims Administrators, including Medicare Set -Aside, Cost Containment, Medical Bill Auditing and Review, Loss analysis, and Specialty claim experts ➢ National Cyber division ➢ National Aviation division ➢ Alternative Risk/Captives division Brown & Brown Public Sector will coordinate the company's resources from all divisions within this contract. Industry and subject matter expertise from these divisions are included in our proposal, however, specific services may be subject to additional contracts/fees depending on the scope. We also have relationships with organizations that may or may not be Brown & Brown subsidiaries. We recommend the service provider that will most benefit the client and fulfill their needs, whether a subsidiary or not. Brown & Brown's decentralized culture allows for this flexibility. EXHIBIT B CONTRACT NO. RFP 147386 Loss Control & Safety Resources Safety initiative is a key objective to control our clients' Total Cost of Risk. A tailored loss control plan is the key to lowering the long-term cost of risk for the City. We will coordinate highly qualified loss control representatives for on -site training, safety audits, policy review, workers' compensation claim reduction and other activities at the direction of the City. We are an active partner in assisting the City's loss control, safety and claim reduction efforts, and are committed to providing meaningful risk control tools and analysis. As such, our efforts will be tailored to the specific needs of the City and measured for cost effectiveness. We believe the City will greatly benefit from additional resources to control the Cost of Risk. To assist in budgeting and administrative ease, we will provide a $10,000 Risk Management Support Fund for each year of this contract. Reimbursements must be requested, approved, and paid within each contract year. Funds may be utilized for: Elevation Certificates Property Appraisals Loss Control training/initiatives Safety Equipment/Personal Protective Equipment Other related expenses, as approved An example of robust internal collaboration, we offer a plethora of subject matter experts from within our company to provide guidance. Christopher Kittleson, an employed 30-year safety veteran, has provided services to the City staff including: Claims 101 Virtual - focus on Auto Claims management Vector Solutions Learning Management System (LMS), including o Professional Development o Human Resources -Employment Practices o OSHA & Compliance o Motor Vehicle Safety o Fire & Emergency Medical Services o Cybersecurity In addition to directing insurer loss control resources, we have added an additional resource, Gary Raia. Gary offers 30 years of experience in Enterprise Risk Management, Safety, and Loss Control. Upon notice of continuance of our contract, we will arrange a meeting with Gary to discuss additional resources for the City. Our Team will obtain, analyze, and monitor workers' compensation loss reports regularly and establish meetings with staff to review loss trends. We participate in claims reviews, mitigate claim issues, work directly with adjusters and defense counsel when necessary, and always seek to serve as an extension of our client's risk management staff. EXHIBIT B CONTRACT NO. RFP 147386 Our team stays plugged -in on a continual basis with each of our clients' risk control programs. Not only do we facilitate the services, but we actively participate in in -person meetings, teleconferences, and safety review meetings to stay up to date with our clients' operations. Standard training topics include (but are certainly not limited to): Emergency and Hurricane Preparedness Defensive Driving Workplace ergonomics Employment Practices Mental Health/PTSD in the Workplace We provide timely topical updates including current market trends by line of business, legislative updates, and white papers of emerging topics. These are available via email and on our website, but we also discuss directly with the City how these may impact your specific environment. » White Papers » Legislative and market updates » Florida public -entity focused newsletter (The Weekly Rundown) Supreme Court Rules Sexual Orientation and Gender Identity Discrimination Violates Title VII In a highly anticipated decision issued on June 15, 2020, the U.S. Supreme Court has ruled that Title Vil of the federal Civil Rights Act (Title VII] protects individuals against employment discrimination based on their sexual orientation or gender identity. June 15, 2020 The U.S. Supreme ruled that federal law protects gay and transgender individuals from being discriminatl, against in the workplace, PRIA PUBLIC RISK INSURANCE ADVISORS Hurricane Dorian — What You Need to Know As Hurricane Oman approaches, Public Risk Insurance Advisors (PRIA) is providing you with information you reed to monitor the storm repot claims, and stay on communication with or team. ' You can track Hurricane Dorian using these (inks Attached are Hurricane Claims Kit from Preferred S inner important documents • 2019 Property Vendors List— PRIA dlonls can use pre -approved vendors or vendors of your choice. Pre -approved vendors will be pad d ,weeny from Preferred Remember to expedite repairs ASAP and document everything, • Blank Acord loss notices— Used for filing stool claims. • Current copies or your property and inland manna schedules — this snouts help you track assets and notate any damage. PRIA Leadership Contacts — Please reach out to us with any questions or needs Matt Montgomery Executive Vice President 850-528-7423 mmpntgomeryatibpna. him Paul Dawson Michelle Mann Brian Conrail Senor Vie President Vice President Vice President 467496-0989 388558-3484 561-348-2723 pdawsob15bbona cam mmartln(olbboriflcom bcotkellObboria corn Kyle Stoekel Public Risk Advisors 380-405-2444 Michelle Peery Public Risk Advisors 878-660-8215 Below is an overview of hills that will potentially affect local governments in Florida's current legislative session: SOVEREIGN IMMUNITY (per F5 768.28 — tort cap for FL governments is now $200k per person/$300k occurrence): • CS/H B 401— attached is a current Staff Analysis proposing an increased cap to $2.5M/$5M House Bill 401 (2023) - The Florida Senate (flsenate.gov) • SB 604 is the "companion" and currently proposes a $400k/$600k cap. Senate Bill 604(2023) - The Florida Senate (flsenate.gov) EXHIBIT B CONTRACT NO. RFP 147386 Brown & Brown See The Latest The Weekly Rundown The latest news and topics within the public insurance marketplace. January 16, 2024 Auto premiums could increase another 12% in 2024 These rate increases will be driven by more frequent severe weather events and elevated repair costs. Read More From Al to 1-9: 3 hiring and compliance changes to manage in 2024 As technology transforms the hiring landscape, legislation works to catch up — and employers will have to reckon uvith the compliance changes that come with the Read More Workplace Violence & Active Shooter Guidelines MJTHORED BY: Bruce Dortort Managing Director, Risk Control Jim Zoda Senior Lice Pr Market Trends Commercial Insurance & Risk Management I Response Plan Key Components of an active shooter response/action plan include: Active Shooter Incidents by Location House of _Healthcare Vliorship_, ? 591 Residence 4% Govern ment/ Military 9% Exhibit 2 — Source: Federal Bureau of Investigation. 2022 I WHITE PAPER 2 OF A Case Study Using Advanced Stochastic Modeling ALT!-C:1-:ED B": Caleb Blodgett Anaiytics and 'R&D Act.2ciy Thomas Scott Analylics and R&D Acwary EXHIBIT B CONTRACT NO. RFP 147386 PROPERTY & CASUALT Artificial Intelligence, Hiring Practices & EPLI AUTHOIIEd BY: Adonala Adadigba Claims Analyst Christina Wunsch Managing Director Jane K. Hahn Senior Mbneigrng Director Michael DAmbrise Senior lAce President mar Artificial intelligence (AI) has an increasing presence in the workplace as technology continues to evolve, offering new methods to ease administrative burdens for employers. Employers now have a wide variety of data -driven decision -making tools to assist them in making employment decisions, such as recruitment, hiring, promotions and dismissals. Despite the many benefits of Al, employers may inadvertently run the risk of violating existing federal and state civil rights laws that could lead to employment discrimination claims. Artificial Intelligence and the Hiring Process According to a survey conducted by the Society, for Human Resource Management (SHRM), around 79%of employers were projected to use Al software in recruitment and hiring'. Companies may rely on various software tools to scan resumes for relevant work experience or venture onto the web, monitoring sites like Linked In for potential applicants the company can target directly_ Some employers use virtual assistants or chatbots to screen job candidates for their qualifications. rejecting those who do not meet set requirements. Hiring platforms, like HireVue, a video interviewing software, can evaluate candidates based on their facial expressions and speech pattems to determine it the applicant will be a good frt for the organization_ Proponents of using Al software in the hiring process say that it allows employers to process more resumes and applications faster and helps eliminate the risk of biases that can occur during human interaction_ However, without adequate safeguards, there are also risks that employers can encounter under federal and state employment statutes. Title V1 l of the Civil Rights Act of 1964 provides federal protections for employees and applicants against discrimination based on certain characteristics, including race, religion and gender The Age Discrimination in Employment Act ADEA) also prohibits age discrimination_ However, an employer relying on Al to pre-screen applications could inadvertently disqualify an applicant used on a protected class. For example. an Al software screening application could disqualify applicants outside of a specific geographic radius, which might inadvertently discriminate against a particular racial or ethnic group2. Potential Exposures for Employers Several state and city governments have attempted to regulate the use of artificial intelligence in hiring procedures in response_ Illinois and Maryland have enacted laws limiting `Society for Human Resource Management, Automation & Ail in HR. (2D22), hapshaddvccarl'-shrm.tr+ aiRM-20,22-,4trtomalian a'1! nesea-€ka. tom`. 2Lt5 Equal' Employment Opportunity Commission, SeiectRssraes: Assessing AdverseImp:lain Software. 4kgoothms, and Areiboirntell gence Used in Employment Selection procedures l nder Titreof the Cia tights Act oft 54. (2O23j EXHIBIT B CONTRACT NO. RFP 147386 Surety/Bonds Resource We have utilized our Surety Practice Leader on several occasions during our tenure with the City to provide advice and negotiations on large projects, and to qualify the City's vendor bond requirements. Tyler DeBord, the Surety Practice Leader for the Daytona Beach Brown & Brown Office, is responsible for all our clients bonding related needs. His experienced team of professionals focus exclusively on surety placement and are up to date on current industry and local market trends through their involvement with the National Association of Surety Bond Processionals (NASBP) and Florida Surety Association (FSA). Tyler and his team manage the surety needs for a vast range of industries, ranging from Construction to Attorneys to Financial Services with nationwide surety needs, to name a few. Licensed in all 50 states, our office has the carrier partnerships and capabilities to provide options for any bond for which our clients qualify. Tyler has been with Brown & Brown since 2010 and holds the prestigious Associate in Fidelity and Surety Bonding (AFSB) and Chartered Property Casualty Underwriter (CPCU) designations along with a General Lines Property & Casualty License. Web Based Training Platform Streamery/Trainery is an online streaming solution provided to Brown & Brown customers to facilitate the training of employees on the policies and procedures that build a safe workplace. This resource is provided by Brown & Brown Public Sector to our clients at no cost. Streamery/Trainery serves as a leader in the distribution of Safety, Management, Technology, and Human Resource training programs. They offer a variety of tools and solutions to help organizations comply with HR regulations and requirements, including OSHA, DOT and the EEOC. The innovative training platform includes over 700 videos on demand that can be streamed anytime, anywhere. The included Training Support Materials make this valuable resource the perfect tool for instructor led or individual training. Notable subjects include: * Defensive Driving * Emergency Planning * Active Shooter and Workplace Violence * Evacuation Procedures * Accident Investigation * Using Fire Extinguishers * First Aid- Until Help Arrives * Hazard Recognition * HIPPA Rules and Compliance * Harassment in the Workplace These work best when led by a supervisor or trainer from an individual department. The trainings are short (5-20 minutes on average), so they're perfect for use in weekly safety meetings and employee orientation! EXHIBIT B CONTRACT NO. RFP 147386 Trc i n a ru New u e et Abner LI lb 2 T Ussi AcrnIn ErI ar TOTAL ENTIT1EStrEPT. TOP a USER BY tr OF LOGINS !of a- of t f r*Z+F E..9.1.1 Cmwi..1 nouod.w .W1 14 2. 13 .49-51 S 3 11 €1 D 3 10 €1 31 13 15 f.1.31 10- 9 10 TOTAL ACTIVE COURSi5 V1EW9 USED R4GENTL?' VIEWER COLIIR5ES To1J I {4Rs.Nx.rt ,wio. a 9.9.31 +os .r Y. c3.1y..1.a®.d 3311 Yfa 2tr- GR. 34199, 1 ex i-1w 6r..awu.n tlw. 1139 obi VS, 133 Su...IF1.�arw.F.S..xn1... arl Y+ ffl COMPLETIONS EXHIBIT B CONTRACT NO. RFP 147386 Cyber Expertise The cyber liability insurance market has been in a volatile state the past few years. To offset this market condition and constantly evolving risk exposure, we offer a deep analysis of our clients' risk via a vulnerability and response report. In addition to many Cyber specialists on staff, including assigned team member Kyle Stoekel, a free resource available to the City is access to our Coalition vulnerability and response report. Cyber Liability has become an extremely relevant and important coverage. Brown & Brown has innovated a new approach to cyber liability insurance by first identifying, and then providing resources to control real exposures. Via this resource, we will provide the City a report of vulnerabilities and loss recommendations, highlighted below: 4 CRITICAL 2 Vulnerabilities Domains Last Scanned Industry Incident likelihood compared to average Coalition insured 0.4x as likely Using demographic data on your organization. together with Coalition's global claims data. we've modeled the probability that organizations in your peer group will experience a cyber loss over the next 12 months. as well as the expected severity of loss using a statistical model derived from 10.000 simulated years of cyber incidents. By comparison. we've also included benchmarking on the insurance limits purchased by your peer group. Your rank relative to all Coalition policyholders acme.com Nov 8, 2022 Professional Services Employees PRIIPCl/PII Revenue Your Company 0 so Estimated loss based on your organization's risk profile Typeof loss Median I in 10 years 1 in 100 years Composite SI9.Iu9 S596.524 Sa.072.356 Ransomware S144,700 S882,081 S3.844212 Funds Transfer Fraud S70.148 $461.806 S2.I42.707 Data Breach S50.522 S392924 S2,088114 Limits purchased by peer organizations Up to S1M S1M - S2M S2M - S5M S5M - S1OM ® 6 EXHIBIT B CONTRACT NO. RFP 147386 Brown & Brown Aviation Resources Brown & Brown PROPERTY & CASUALTY Aviation Services Supporting the Navigation of Your Flight Path Overview Aviation risks are unique and complex— regardless of your scope of operation. Brown & Brown has a risk management team dedicated to aviation that works with you .and your team to gain a better understanding of your needs and identify, assess and help to manage the potential risks in your flight path. How We Can Help Our team consists of experienced aviation professionals who are not only licensed pilots. but also have the specialized knowledge needed to navigate the aviation insurance marketplace. We use this knowledge to consult on a diverse spectrum of aviation risks. Direct Access: We do not use domestic wholesale brokers, which allows our team to negotiate directly with insurance companies. As a result, you receive prompt service and expedited delivery of time -sensitive documents. • Accidents Happen: immediate first response is crucial in the aviation industry_ Our team is accessible to help coordinate with claims professionals and deploy resources. We are accustomed to NTSB and FAA protocols, which enable us to communicate effectively in accident scene investigations. ▪ Commitment To show our team's passion and commitment. we are actively involved with national and regional aviation organizations. These include the National Business Aircraft Association (NBAA), Aircraft Builder's Counsel ABC) and the Aviation Insurance Association {AIA)_ • Safety Safety is the cornerstone of our industry. Through select insurance partners, we offer state-of-the-art aviation safety programs for flight departments. Some of these include: • Emergency Response Planning (ERP) • Safety Management Systems (SMS) • ISO-BAO Certification Phases I through 111 Imp.lamentation Specialties • Aircraft Hull & Liability • Airport Liability • Agricultural Aviation • Aviation Products Liability 4 Aviation General Liability • Government & Municipal Aircraft & Airports • Non -Owned Aircraft Liability • Workers' Compensation • Environmental Coverage • Unmanned Aircraft Systems {UAS} EXHIBIT B CONTRACT NO. RFP 147386 FEMA Public Assistance Coordination Our vast experience in managing large property claims has led us to develop unique programs such as our FEMA Coordination program. This service was created in response to the difficulty that most public entities experienced in dealing with FEMA after the major storms in 2004. 7 1 ND SEG FEMA Our first initiative was to gain an intimate understanding of the Stafford Act and its implications in providing public assistance funds in Florida. We then met directly with FEMA representatives in the Lake Mary Long Term Disaster Recovery office and quickly established a procedure and protocol with FEMA personnel that improved their ability to quickly pay public assistance funds to our clients. For example, we have provided a current client property policy and schedule to FEMA in advance of any losses so that FEMA will not need to request this information directly from our clients. We have also coordinated the efforts of the insurance company's loss adjusters to better align with the data that FEMA requires on their Project Worksheets. These Project Worksheets are an integral part of FEMA's reimbursement process and can significantly slow the process if they are not completed accurately. We are committed to working with FEMA representatives and consultants to expedite every aspect of the public assistance process. In the event of a major loss we will be assisting in every step of the insurance company claims process as well as the FEMA reimbursement process. With the protocols in place, we can effectively improve the expediting of claim payments and cash flows. EXHIBIT B CONTRACT NO. RFP 147386 Captive Management and Consulting* Brown & Brown CAPABILITY OVERVIEW Captive Management and Consulting A Holistic Approach to Alternative Risk Financing VP' • Overview In todays highly competitive. margin -driven market, it is important to explore the alternatives to traditional insurance. One alternative is the use of a captive to increase your return on investment Brown & Brown's Captive practice can review your insurance buying trends and analyze your data to help you determine if a captive fits your needs. You will receive insights to help you design and deliver an effective and efficient captive solution thataddresses your insurance cost, core rage and profit goals. How We Can Help Brown & Brown's Captive Management and Consulting team takes an innovative approach to address your insurance cost, coverage and profit goals. Strategies to help meet those goals can include increased risk retention, use of a captive. increasing or decreasing limits of insurance. blending various lines of coverage in an integrated program or possibly transferring more risk Our services include: • Captive pre -feasibility and feasibility • Application and licensing • Alternative risk and strategic consulting • Critical analyses on program structure and risk retentions • Captive optimization • Ongoing management, including financial and regulatory reporting and compliance • Audit and actuarial support • Brokerage and analytics support • SOC1 audit of your internal policies and procedure — the ONLY manager to make such an investment EXHIBIT B CONTRACT NO. RFP 147386 Enterprise Risk Management Resources* We have a myriad of analytics and resources, including Risk Mitigation and Risk Financing Analytics*, some of which may have additional costs. PROPERTY & CASUALTY Casualty Claims Helping You Through Each Stage of the Claims Cycle Overview The Brown & Brown Casualty Claims team provides comprehensive claims management and advocacy to help you manage the cost of loss through all stages of the claims cycle. Our consultants and specialists will help you identify the claims trends driving your retained Toss costs, develop strategies to address these trends, help implement those strategies and measure the impact of the actions. We also advocate for you in disputes with insurers for the programs we manage. Our Casualty Claims team strives to lower your retained Toss costs and maximize the recovery you are due under the insurance policies we place. How We Can Help Our Casualty Claims team offers a broad range of services to help you throughout the claims process. Services: CAPE Operational Assessments Claim Review Management • FOCUS Claim Audit • Claim Inventory Reduction In addition, we offer: • Claim Benchmarking • Priority and Red Hag Score • Interactive Dashboard with Emergence Sched ule Collateral and Escrow Requirement Reviews • Claim and Managed Care Vendor Selection Large Loss Strategy Analytics {Dashboards, KPI Tracking) Due Diligence for Customer Mergers and Acquisitions Loss Forecasting in Conjunction with Actuary EXHIBIT B CONTRACT NO. RFP 147386 In -House Property & Casualty Actuaries* Overview Large accounts that retain a significant amount of risk need sophisticated analysis. The Actuarial team collaborates with you to evaluate risk transfer options to help minimize your expected total costs of risks. Our analytics can help identify new and significant trends, quantify the impact that changes may have an the business portfolio and offer solutions to meet your risk tolerance needs and strategic business goals. Brown & Brown has an Actuarial team dedicated to working with you to better understand risk financing options and costs. • • • • • • • • • • • • *Some services may require additional fees. How We Can Help The Actuarial team is comprised of four Casualty Actuarial Society (CAS) credentialed actuaries and five analysts that regularly provide our brokers, captive managers and customers: • Loss reserve reports and actuarial opinions • Loss forecasts, including retention and variability analysis (simulation and confidence levels) • Economic (NPV) comparisons for insurance program options • Emergence schedules to monitor actual versus expected loss development • Premium determination and allocations studies • Captive feasibility and new Tine of business analytics Brown & Brown actuaries differentiate themselves by working with you and our brokers to understand what goes on behind the numbers. We recognize that historical patterns only sometimes provide an accurate picture of current exposures, Our team values an open dialogue so that our analysis will reflect the current program and future expectations where possible. Our goal is to provide technically sound analytics that help meet your current needs. EXHIBIT B CONTRACT NO. RFP 147386 Strategic Relationships/Outside Resources Brown & Brown Public Sector also has relationships with organizations that may or may not be Brown & Brown subsidiaries. We always utilize and recommend the service provider that in our opinion will most benefit the client and fulfill their needs, whether a subsidiary or not. Brown & Brown's decentralized culture allows for this flexibility. Our customers' opinions and directions on vendor use are always welcome! Centurisk - Asset Management One such entity is Centurisk (parent company and f/k/a Asset Works), 111 an international asset management solutions company. In business for CenturisHf1 over 30 years, we have access to their valuation and risk management consultants and subscribe to their innovative and unique Asset Management Platform (AMP) technology. Risk-Meter/CoreLogic - Reliable Hazard Risk Data A completely online resource providing on -demand hazard risk data. This in-house subscription is utilized to be sure the most accurate and complete underwriting data is provided to the property underwriters via the Property Schedule. Real Time Data Available for individual sites includes: Core Log i C • Distance to Coast • Flood Zone Determination including distance from SFHA zone • Storm Surge Score • FEMA Flood Insurance Rate Map and panel number AIR - Property Modeling & Risk Analytics We have a national contract with AIR Worldwide for access to their Touchstone Platform. The Touchstone Platform provides proprietary software -driven program analytics of individual client risk exposures on multi -layered interactive maps. These highly sophisticated analyses provide actionable data via Interactive mapping and client -specific geographic risk profiles, including: • Data analysis to reduce uncertainty, ensure accurate underwriting data, and preempt modeling formulas utilized by insurers to evaluate risk, set rate and coverage terms • Custom catastrophe and non -catastrophic modelling analysis • Visualize severe thunderstorm and windstorm risks • Quality data analytics which measure true risk profiles • Geo-visualization tool - Spatial Key wA R `� A Verisk Business Dependent upon the need and scope, certain resources may require a unique proposal and additional fees. EXHIBIT B CONTRACT NO. RFP 147386 400. 0 300.00 5 200.00 100.00 ▪ $3 • 52 5 52 51 $1 $0 Sample of AIR Touchstone v10/2024 analytics. PML - Named Windstorm .— 20 25 50 100 250 500 1000 5000 100:0 ■ Grou nd1Jp_u 15 • Gnoss_VAS PML- Flood 20 25 50 100 250 500 1000 5000 10003 ■ Graundup FL • Gros5_11 Sao O 5a0 Sao 52o So PML-Convective Storm -li 20 25 50 100 250 500 1000 5Ci00 ■ GrnundUp_C5 Grass_CS 51 v Si 5 51 51 5o 5o So PML - Winter Storm •.11III 20 25 50 100 250 500 1000 50130 10(00 ■ Gioundup_EQ Gross_EQ Exposure by Flood Zone 0.12% :-3_44% soft Rock • Fi rm Ruck • soft to Firrn Rock (stiff soil) Exposure by WindStorm Risk • haiildEratE EXHIBIT B CONTRACT NO. RFP 147386 51 NW 7411 St 515.eetwater NW 254F a, ..,1-mgiat St 1111) Fklw 2.4inS1 t▪ SW 7254 St F2---SW Wilk • s- ,... li5tttW,2:101 St ! Si tri ;12 !.. 1 w.: s Derail" 1-fralman ?e2f: Hi ale', KW 7 10 0 St ;7 0 W Payll,St 4 Nage.mg,ritt kailineni WIOSISI 0 4 MW 75thI :33 11 4 NW 54th SE 11 NW 341k,St ooi 23 13 6 01 45 '5 North 110 Bay • -' 41111g 7915St Village 1111 11 14_1 7 '+9 8 12 13 1. 07ca,ne 51.9 2 1112) ei 3355755 Bay C3 VIIgl 15C5E5N r5.115110 41, Key Biscayne • arni 130.0 11tli We also provide access to the RMS modeling analytics and provide comparisons between AIR and RMS to the City, such as the below for 2024 overall Probable Maximum Loss (PML's). $200,000,000 $193,000,000 $100,000,000 $ 50,1100,000 Avg Annual Loss Std Deviation 50 Year 100 Year 250 Year 500 Year 1000 Year O EMS (2024}- Givsswtth 5% ded • AIR [20241 - Grosswith 5% ded EXHIBIT B CONTRACT NO. RFP 147386 m) PART 1: Certify that Proposer has access to insurance markets and can provide all property, casualty and special (such as cyber) insurance required for the City. Brown & Brown certifies that it places approximately $25 Billion of premiums with hundreds of insurance markets. Brown & Brown Public Sector provides all lines of property and casualty insurance and currently places all the City of Miami's property and casualty insurance. We have valuable relationships with, and access to, all insurance markets currently comprising the City's program. Brown & Brown's market philosophy has always been to develop relationships and place business with as many markets as possible vs. other brokers who focus on placing business with select "preferred" carriers. Our style is to maintain professional relationships with all markets. This strategy delivers our clients options, open market representation, and great results of the most effective leveraging of terms and conditions available in the marketplace. Our team maintains excellent market relationships that survive and flourish in hard, soft, and stable markets. The challenge in designing and implementing custom insurance programs, however, is maintaining a thorough understanding of the market as it evolves. The evolution of the marketplace creates both challenges and opportunities for brokers to deliver for their clients. In Florida especially, the market changes quickly. Below are some of the factors which drive the consistent change and necessitate top -tier broker performance: 1. Catastrophic Losses 2. Windstorm Modeling 3. Changes in Carrier Appetite 4. New Carrier Entrants & Departures 5. Shifts in the Legal Environment 6. Regulatory Changes 7. Emerging Exposures 8. Insurance Product Trends 9. Investment Capital 10. Global Capacity Fluctuations On the following page, we provide a sample listing of major insurers which may be utilized in the placement of the City's program. EXHIBIT B CONTRACT NO. RFP 147386 Property Markets Domestic Access Affiliated FM/FM Global AGCS (IFC) AgRisk AIG (Lexington) Allianz AmRisc (MGA) Arch Arrowhead (MGA) Aspen Assurant Ategrity Avondale Insurance Company AWAC AXA XL Axis Barbican Beazley Berkshire Hathaway BH Homestate BH Specialty Insurance Canopius Catalytic Chubb (ACE) CM Vantage CNA Colonial Group Colony Commonwealth Continental/Fidelis CoreSpecialty Crum & Forster CV Starr Diamond State Direct Fac Everest Re EC3 Brokers LTD Endurance (Sompo) Domestic Access EQOne (formerly SIU) Equinox Ethos Floodwatch GenStar GEP Golden Bear (NACRe) Great American Great American Risk Solutions Guideone Hallmark Hudson Specialty Ironshore Indian Harbor Liberty Mutual Markel Munich Re Philadelphia Risk Smith RSUI Seneca Insurance Company Sigma Sompo International Southern Hospitality (SHU) SRU Starr Surplus StarStone Swiss Re The Hartford Tokio Marine Travelers TRU (Hannover) USLI Velocity Ventus Westfield Zurich Domestic Access VIKCO WKFC WNC First (flood only) XL E&S Zurich Specialty London Access Aegis AFB 2623 (Beazley) AMA 1200 (Argo) AML 2001 (Amlin) APL 1969 (Apollo) ARG 2121 (Argenta) ARK ASC (Ascot) AUL 609 (Atrium) AXS 1686 (Axis) BRT (2987) (Brit) BUW (Blenheim) CGM 2488 (Chubb) CHN 2015 (Channel) CNP (Sompo Canopius) DUW 1729 (Dale) ENH 5151 (Sompo Int'l) FDY 435 (Faraday) Fidelis HAM 3334 (Hamilton) Hannover Re HCC (Tokio Marine HCC) HDY (CNA Hardy) HIS 33 (Hiscox) Inigo Inter -Hannover Ki Kiln 510 Lancashire Lexington Liberty EXHIBIT B CONTRACT NO. RFP 147386 London Access Bermuda Access Bermuda Access MAP 2791 (Managing Agency Partners) MMX 2010 (Cathedral) Munich Re Neon 2468 ONE 1743 Scor Re Skyward Alcor Allied World Arch Re Bermuda Argo Bermuda AXA XL Chubb Bermuda Fidelis Hamilton Re Liberty Specialty Markets Markel OCIL Sompo Casualty and Workers Compensation Markets The following list of markets are those that are typically the most competitive for our Florida government clients within Casualty and Workers Compensation and Excess Casualty and Workers Compensation placements. These carriers have consistently delivered competitive rates and expansive coverage terms specifically designed for public entities. We have established meaningful relationships and significant program placement volume with the insurance carriers listed below which have historically exhibited a strong appetite and sufficient capacity for large City exposures. Please note this is not an exhaustive list of all carriers but a list of currently competitive markets. We are always evaluating new and emerging markets that can provide our clients with efficient terms. Carrier Carrier Carrier AIG Allianz Allied Public Risk Allied World Assurance AmTrust Argonaut/Argo Arch Aspen Berkley Berkshire Hathaway Brit / Lloyds Chubb / ACE Cincinnati CNA Darwin Employers Re Euclid/Scottsdale Fairfax Fortegra Global Aerospace Genesis Hanover Hartford Hiscox / State National Hudson Liberty Mutual Midwest Employers Midlands Management (MGU) Munich Re Nautilus Old Republic One Beacon Preferred Governmental Insurance Trust QBE Safety National/Tokio Marine Selective Starr Aviation Trident/Paragon Travelers / Discover RE US Specialty XL/Catlin XL Aerospace Western World Zurich EXHIBIT B CONTRACT NO. RFP 147386 Brown & Brown Key Market Volumes Brown & Brown has significant premiums with insurers serving our clients, therefore bringing automatic market leverage to our clients. Key Market Volumes Market Brown & Brown Placed Premiums Lloyd's Zurich Berkshire Hathaway Hartford Chubb Travelers QBE Liberty Mutual Safety National/Tokio Marine Munich Re AIG Markel Arch $1,112,000,000 $572,000,000 $552,000,000 $550,000,000 $544,000,000 $450,000,000 $450,000,000 $380,000,000 $350,000,000 $273,000,000 $254,000,000 $253,000,000 $240,000,000 While we maintain and access all options available, we also take advantage of Brown & Brown management of industry -leading programs for public entities nationwide. It has been a significant advantage to the City of Miami to have priority/high-level access to these markets, including: • AIG - National Professional Liability program for public entities • Preferred Governmental Insurance Trust - Property, Liability, Workers Compensation • Catalytic - Property Capacity • Arrowhead - Property Capacity EXHIBIT B CONTRACT NO. RFP 147386 m) PART 2: Identify if Proposer has taken any exception to the terms of this solicitation. If so, indicate what alternative(s) is being offered and the cost implications of the exception(s). Unless otherwise indicated in the specified forms or areas, we are confident that we can meet and exceed the terms of this solicitation. We reserve the right for our Legal Team to review and approve final contract terms. n) Provide an organizational chart showing all key personnel, including their titles, to be assigned to this project. All key personnel include all partners, managers, seniors and other professional staff that will perform work and/or services in the project resulting from this solicitation. The chart must clearly identify the Proposer's employees and any subcontractors or sub -consultants. This information shall include the general functions to be performed by key individuals and the subcontractors or sub -consultants. Below is Brown & Brown Public Sector's organizational chart, noting a flat structure with direct access to Brown & Brown President & CEO Powell Brown. EXHIBIT B CONTRACT NO. RFP 147386 Organizational Chart (City's designated Team shown in Red) Brown 8 Brown J. Powell Brown President & Chief Executive Officer Michael Keeby Regional President RISK MANAGEMENT ASSOCIATES, INC. Matt Montgomery Executive Vice President Property & Casualty Account Advisors Michelle Martin, CIC Senior Vice President Public Risk Advisor Bill Wilson, MBA Public Risk Advisor Kyle Stoekel, ARM-P, CIC, CRM Public Risk Advisor Paul Dawson, ARM-P Senior Vice President Public Risk Advisor Molly Grande, CPCU, ARM, CISR Public Risk Advisor Devyn Donley Public Risk Advisor P operty & Casualty Service Team Robin Russell, ARM-P, CISR, CSRM Director of Operations Emily Bailey Public Risk Specialist Melody Blake, ACSR Senior Public Risk Specialist Taylor Brodeur Public Risk Specialist i Maricela Calderon Public Risk Specialist Jessica Conway Public Risk Specialist Patricia "Trish" Jenkins, CPSR Senior Public Risk Specialist EXHIBIT B CONTRACT NO. RFP 147386 Key Service Team Member Responsibilities for City of Miami * Executive oversight of Brown & Brown servicing office Matthew Montgomery * Authorized to execute contracts Executive Vice President * Governmental operations specialist Estimated Time for City: As Needed * Executive level communications and presentations * Interaction with legislative developments * Daily communication and policy servicing Robin Russell, ARM/CISR/CSRM * Monitor processes and procedures Director of Operations * Maintain quality control standards Estimated Time for City: Weekly * Development of customer service resources * Oversees all aspects of insurance program placements and broker services Michelle Martin, cic * Claims advocacy resource Sr. Vice President/Public Risk Advisor Estimated Time for City: Weekly * Oversees technical approach, strategy, program review, analysis, insurance program design, marketing and negotiations * Execute all aspects of insurance program placements Bill Wilson, MBA and broker services Public Risk Advisor/Account Executive Estimated Time for City: Weekly * Risk Management service and analysis, claim review and response advocate, overall program implementation * Analytics and other technical/special projects. Kyle Stoekel * Marketing liaison Public Risk Specialist Estimated Time for City: As Needed * Creation and assembly of reports, claims data and loss history summaries * Backup to Ms. Russell * Senior account manager backup to assist in Service and Melody Blake, ACSR Marketing Senior Public Risk Specialist Estimated Time for City: As Needed * Quote/Binder/Policy review for accuracy * Invoicing, certificates and general inquiries * Property, Auto and Inland Marine schedule maintenance * Backup to Ms. Blake Jessica Conway * Additional contact for all service & Certificates of Public Risk and Claims Specialist Insurance Estimated Time for City: As Needed * Claims processing and handling * National Flood Insurance Program (NFIP) specialist Gary Raia, ARM * Expert in safety and loss mitigation techniques Director of Loss Control * Loss trending and recommendations Estimated Time for City: As Needed * Available on -site EXHIBIT B CONTRACT NO. RFP 147386 o) Describe the experience, qualifications and other vital information, including number of years of relevant experience on previous similar projects, of all key personnel who will be assigned to this project. Our Team We are a team of passionate, motivated, hard-working insurance industry leaders who are extremely excited and ready to work with the City on a new partnership focused on long-term goals and improvements to the City's current program with an injection of expertise, energy, and fresh ideas. Our entire team of insurance professionals is cross -trained and educated on all accounts, which provides continuity and exceptional service standards. Our proactive approach includes establishing a calendar of events with our clients which maintains the insurance program in real- time and assures that we are aware of and available for important meetings, events and deadlines. This includes communication expectations and reporting requirements. It is our service model to immediately identify and document client expectations and to meet those needs on a daily and ongoing basis. Part of the Brown & Brown culture is our endless pursuit of learning. All teammates within Brown & Brown are required to maintain required national, state and local licensures. All teammates also are mandated to complete annual training programs and other focused education requirements. 2023 required courses include cyber risk management, ethics, and licensure requirement review. These requirements ensure higher knowledge and consistency of our professionals, and therefore consistency of quality service for our clients. Brown & Brown University (BBU) has been developed over the past 10 years to provide in-house education to ensure teammates receive technical training, advanced learning, market navigation, leadership skills, product and presentation innovations, and best practices within our culture. Increasing our knowledge of the insurance industry helps us to stay focused on our core operations and enhance the company's ability to sell and service insurance. In addition to obtaining and maintaining the proper state licenses, teammates and leaders are encouraged to pursue insurance related designations. The educational programs that encompass these designations serve two important needs. First, the coursework provides insurance professionals with an in-depth understanding of industry practices. Second, having achieved these designations illustrates an insurance professional's expertise in their field to prospective clients. EXHIBIT B CONTRACT NO. RFP 147386 Brown & Brown has partnered with some of the organizations that offer continuing education ad designation programs for the insurance industry including The Institutes, The National Alliance for Insurance Education, The National Association of Benefits and Insurance Professionals, The National Underwriter Company, and The American College. These partnerships give teammates discounts on their education costs. In addition, we reimburse employees for all education costs. Our team's collective experience exceeds 300 years, and all teammates are encouraged to continue their pursuit of knowledge by continuing educational endeavors. As a result, most teammates hold professional insurance/risk designations, including: • Bachelor of Science - Risk Management/Insurance • AIDA - Associate in Insurance Data Analytics • ARM-P - Associate in Risk Management for Public Entities • RMPE - Completion of Risk Management for Public Entities • CIC - Certified Insurance Counselor • CISR - Certified Insurance Service Representative • CPCU - Chartered Property Casualty Underwriter • CRM - Certified Risk Manager • GBA - Group Benefits Associate • GBDS - Group Benefits Disability Specialist • GWPC -Certified Wellness Program Coordinator • VBS - Voluntary Benefits Specialist • CEBS - Certified Employee Benefits Specialist EXHIBIT B CONTRACT NO. RFP 147386 Team Leader and Project Manager Michelle Martin, CIC Senior Vice President/ Public Risk Advisor LOCATION: Corporate Headquarters Daytona Beach, FL Michelle Martin will serve as the Team Leader and Project Manager for the execution of the City's risk management plan. She will direct our team providing deliverables for this project. Michelle's professionalism and expertise in the industry has been exemplified by his commitment to and representation of Florida's large self -insured governmental entities over the past 25 years. Throughout the contract year, Michelle will oversee insurance submissions, marketing, negotiation, and presentation of insurance program design. She will be directly involved and responsible for the delivery of related resources including claims advocacy, asset and other insurable financial analysis and valuations, loss control, property appraisal, and other services. It is important to note that Michelle's workload has been tailored to provide the extra attention deserved by our Risk Management accounts. Her ability to effectively manage these projects have been developed from a unique background and subject -matter focus highlighted below. Lead Account Executive for 11 FL public entity self -insureds 33 years' experience includes Marketing Manager for corporate office, negotiation, and placement of alternative risk transfer mechanisms for US and European commercial business. Since 2005, sole focus on public entity program management. Large multi -layered property design and placement Insurance and self-insurance program and policy design Local government financing and budgeting Public entity law (FL Statues, procurement, court rulings, etc.) Claims advocacy, including extensive hurricane recovery experience. Informational and educational presentations to public entities and industry organizations. Involved and committed to keeping on the cutting edge of our business and client interests via industry organizations, including PRIMA, FERMA, FCCMA, FLC and RIMS. Michelle's qualifications include the following: Certified Insurance Counselor (CIC) Risk Management for Public Entities (RMPE) Advisory Board Member - SW Florida PRIMA 2-20 General Lines Agent License, State of Florida 29 years of Florida Public Entity Insurance Experience 33 years Insurance Brokerage Experience EXHIBIT B CONTRACT NO. RFP 147386 Executive Vice President Matt Montgomery Brown & Brown Public Sector Practice Leader LOCATION: Corporate Headquarters Daytona Beach, FL Mr. Montgomery leads Brown & Brown Public Sector with almost 20 years of experience in Federal and State Government. Matt's expertise is particularly valuable for direct assistance with government agencies, presentations to executive staff and Boards, and other executive meetings as needed. Matt also provides high-level support to all aspects of client services. Matt's qualifications include the following: Florida State University, BS Degree, Philosophy Brown & Brown - 2013 to Present Florida DHSMV - 2012 to 2013 Southern Strategy Group - 2007 to 2012 US Senate Office - 2002 to 2007 2-20 General Lines Agent License, State of Florida 2-15 Life, Health, & Variable Annuities License, State of Florida 9 years Florida Public Entity Insurance Focus 20 years of Florida Governmental Experience Account Executive and Back Up Team Leader Bill Wilson, MBA Public Risk Advisor LOCATION: Broward County satellite of Corporate Headquarters Daytona Beach, FL As the Account Executive and Back Up Team Leader, Bill will serve as back up to the Team Leader and Project Manager for the execution of the City's risk management services. He will act as the primary contact on occasions when Ms. Martin is unavailable. Throughout the contract, Bill will engage in insurance submission, marketing, negotiation, presentation of coverage, program design and financial analysis. Bill's Public Entity and Risk Management experience is inclusive of leading service and marketing teams, data analytics & stewardship reporting, and providing contract review and recommendations. Bill's qualifications include the following: Florida International University, BA in Finance Florida International University, MBA in Finance Brown & Brown - 2022- Present State & Local Government Independent Consultant 2021-2022 Miami -Dade County (BOCC) -2017-2021 State of Florida (Florida House and Florida Commerce) - 2006-2017 State University System (FIU) - 2000-2006 20 years of Government experience Active in South Florida RIMS & PRIMA 2-20 General Lines Agents License, State of Florida EXHIBIT B CONTRACT NO. RFP 147386 Critical Support and Service Team As Primary Account Manager, Ms. Russell would oversee day-to-day customer service for the City. With a Risk Management degree from Florida State University, Robin has focused in public entity insurance and risk management for 20 years. She is also charged to constantly improve Brown & Brown Public Sector's service offerings, including technological efficiencies to assist our clients. Her individual account workload is limited to just a few VIP accounts. This special focus allows for immediate resolution of unique needs of our clients. Ms. Russell is well versed in providing solutions for large accounts with the utmost professionalism, including: • Customized service delivery plan • Asset schedule and policy management • Contract and coverage expertise • Legal and quality control Robin Russell, ARM-P, CISR, CSRM Director of Operations LOCATION: Corporate Headquarters Daytona Beach, FL Ms. Russell's qualifications include the following: Florida State University, B.S. Risk Management/Insurance Brown & Brown - 2004 to Present State Farm - 1998 to 2004 Certified Insurance Service Representative (CISR) Certified School Risk Management (CSRM) Associate in Risk Management for Public Entities (ARM-P) Midwest Employers Agent's Advisory Council 2024-5 2-20 General Lines Agent License, State of Florida 2-15 Life, Health, & Variable Annuities License, State of Florida 1-20 Surplus Lines License, State of Florida 20 years of Florida Public Entity Experience EXHIBIT B CONTRACT NO. RFP 147386 Melody Blake ACSR Senior Public Risk Specialist LOCATION: Corporate Headquarters Daytona Beach, FL Ms. Blake will serve as backup for the daily service support needs and special project requests for the City. With her 30+ years of insurance background, she is a valuable resource that frequently steps in to assist the designated team as needed. She will provide support for routine service functions, including response to service requests, maintain property, vehicle, and equipment schedules, and handle general requests for service in a multitude of other areas as needs arise or as requested. Key functions include but are not limited to: Quote/Binder/Policy review for accuracy Proposal/Binder/Policy delivery Invoicing, Certificates and general inquiries Audits and premium adjustments Carrier premium payments Property, Auto and Inland Marine Schedule maintenance Provide up-to-date Schedules of Insurance coverage Creation and assembly of reports, claims data and loss history summaries Securing alternative needs such as performance bonds, additional coverages, etc. Melody's qualifications include the following: Accredited Customer Service Representative (ACSR) Brown & Brown - 2010 to Present Beskin & Associates - 1990 to 2010 2-20 General Lines Agents License, State of Florida 32 years Commercial Insurance Experience 12 years of Florida Public Entity Experience EXHIBIT B CONTRACT NO. RFP 147386 Jessica Conway Public Risk and Claims Specialist LOCATION: Corporate Headquarters Daytona Beach, FL Kyle Stoekel, ARM/CIC Public Risk Advisor Reporting/Analytics LOCATION: Corporate Headquarters Daytona Beach, FL Ms. Conway is responsible for front line claims reporting (fully insured policies) and advocacy for the City. She will also assist with Certificate of Insurance issuance, claims file management, and NFIP Flood program policy administration. Jessica provides backup for Certificate -related questions and other administrative projects. Jessica's qualifications include the following: Stetson University, Bachelor of Science Brown & Brown - 2023 to Present 2-20 General Lines Agents License, State of Florida Kyle Stoekel has excelled during his 10-year tenure with Brown & Brown with full understanding of advanced risk exposure identification and the financial analytics of self -insured programs. Kyle has developed many of the reports and benchmarking utilized on behalf of our self - insured Risk Management clients. Kyle's qualifications include the following: University of Florida, Bachelor of Science Brown & Brown - 2014 to Present 2-20 General Lines Agents License, State of Florida Associates in Risk Management for Public Entities (ARM-P) Certified Insurance Counselor (CIC) EXHIBIT B CONTRACT NO. RFP 147386 Specialty Marketing Team Liz White, CPCU, ASLI President Peachtree Special Risk Brokers, a Division of Bridge Specialty LOCATION: Bridge National Headquarters Atlanta, GA Liz is the President of National Property Brokerage, assisting in the formation of Peachtree Special Risk in 2000. She is responsible for writing and managing over $60 million in wholesale property premium. Liz specializes in layering large public entity, real estate, technical, and habitational schedules, placing reinsurance for captive programs and risk pools, negotiating manuscript forms, wrap around coverages and developing programs for large groups. Liz's expertise is on catastrophic exposed risks and hard to place loss leaders. She manages a team of brokers and assistants along with the property brokerage training program for Peachtree. Her focus is on carrier relationships, marketing and customer service to retail agency base. Liz has been directly involved in the favorable property program placement strategies for the City of Miami for over 15 years. Liz's qualifications include the following: Georgia State University - MBA Risk Management & Insurance University of Miami - BS Communication CPCU, Chartered Property and Casualty Underwriter ASLI, Associate Surplus Lines Insurance Started career at Marsh & McLennan and Gresham & Associates Founding member of Peachtree Special Risk Property Division Holds insurance licenses in 34 states Risk Management Foundation Trustee - GA State University President's Council - University of Miami Involvement in industry organizations, including NAPSLO, RIMS, and WSIA 30 years of Florida and US Governmental Property Experience EXHIBIT B CONTRACT NO. RFP 147386 Justin Gelati Executive Vice President Apex Insurance Solutions, a Division of Bridge Specialty LOCATION: Mt. Laurel, NJ and Chicago, IL Justin Gelati began his career with Apex in 2010. In 2021 he was promoted to Executive Vice President of Apex and currently oversees their national brokerage operation which is excess of $500M in written premiums. He is currently the Public Entity Practice Group Leader of Bridge Specialty. With 14 year' experience in developing national programs and services for public entities, he has placed all types of insurance products, including pooling arrangements, small entities, and self -insured Individual Risk Placements. He has worked with risks to include countrywide School Districts, Counties, many Cities, including some of the largest urban cities in the USA. Coverages placed include Primary and Excess Workers Compensation, Law Enforcement Liability, Automobile, Public Officials Liability, and other alternative risk management programs. He also manages a team of public entity Cyber specialists. Justin currently places over 50 public entity self-insurance programs and 20 public entity risk pools throughout the country. Program design proficiencies include buffers, corridors, and manuscript coverages. His niche specialty is Law Enforcement and Public Officials Liability. Justin has been directly involved in casualty program placement strategies for the City of Miami for over 5 years. Justin's qualifications include the following: Steven's Institute of Technology Top Specialty Broker - 2023 Insurance Business America Supporter of PRIMA, AGRIP, and WSIA Licensed in all 50 states 14 years National Public Entity placement specialist EXHIBIT B CONTRACT NO. RFP 147386 Randle Baxter Marine Specialist Broker Hull & Co., a Division of Bridge Specialty LOCATION: Ft. Lauderdale, FL Hull & Company has been a leader in the marine insurance industry since it was formed in 1962. Due to special marine -related exposures such as Marina Operators Legal Liability, Hull and Protection & Indemnity exposures facing the City, we have included Randle in our Marketing Team. Randle leverages Hull & Company's national volume and Florida relationships to provide optional quotes annually, thereby always providing the best coverage terms and premiums for the City. With a wide range of access to multiple carrier partners, understanding each carrier's appetite is a major proficiency. Randle utilizes this knowledge to negotiate with the City's best interests in mind. Randle has been directly involved in the marine program placement strategies for the City of Miami for 2 years. Randle's qualifications include the following: Troy University - BS in Risk Management Insurance Commercial Marine Insurance Professional (CMIP) Associate in Insurance (AINS) 2-20 General Lines Agent License, State of Florida 1-20 Surplus Lines License, State of Florida EXHIBIT B CONTRACT NO. RFP 147386 Alison Wynne Aviation Practice VP Brown & Brown LOCATION: Minneapolis, MN Alison Wynne serves as the Aviation Practice Leader for Brown & Brown. Prior to joining the Brown & Brown team, she managed an aviation specialty brokerage in Minneapolis, Minnesota. Her experience in the industry includes the placement and servicing of insurance for airlines, corporate flight departments, aviation products liability, EMS operations, charter operators, fixed based operators, airports, flight schools, aerial applicator, commercial rotor wing and governmental entities. Her professional experience also includes work as a flight dispatcher at Western Michigan University College of Aviation, an internship at Gerald R. Ford International Airport, and as a service representative at a full -service fixed base operation in Grand Rapids, Michigan. She is an active member of several national and regional aviation associations and is currently serving on the Brokers Committee for the Aircraft Builders Council and was voted by a group of her peers to be on the Executive Board of the Minnesota Business Aviation Association (MBAA). Alison is currently serving as the President of the MBAA. In 2022, Alison was awarded the National Business Aviation Association (NBAA) 40 Under 40 Award Allison's qualifications include the following: Western Michigan University Hay Companies - Aviation Practice Leader NationAir Aviation Insurance Agency 18 Years of Aviation Experience 14 Years as an Aviation Insurance Broker EXHIBIT B CONTRACT NO. RFP 147386 Loss Control and Safety Christopher Kittleson, ARM, CPSI Director of Loss Control Service, Public Risk Underwriters LOCATION: Boca Raton, Florida Christopher provides loss control and risk management services in the Public Risk Underwriter's group (Brown & Brown subsidiary) which serves over 400 public entities in the State of Florida. He brings expert advice regarding risk identification and control in the field and at the employee level. His work has been exclusively focused on South Florida public entities for 13 years. Areas of focus include: Safety Training Safety Inspections Safety Program Review & Evaluation Safety Committee Development and Guidance Accident Review Board Development and Guidance Christopher's qualifications include: 30 years' experience in the insurance industry Public Risk Underwriters - 2007 to Present Risk management policies and procedures Safety Committee meeting organization, agenda format, and direct participation for topical discussions or leadership needs. Claims monitoring and mitigation through training programs, OSHA Certified National Safety Council Instructor B.S. Engineering Technology, St. Cloud State University, MN EXHIBIT B CONTRACT NO. RFP 147386 Gary Raia, ARM Senior Safety & Loss Control Manager LOCATION: Palm Coast, Florida Gary is a Senior Safety and Loss Control Manager offering 30 years of experience in Enterprise Risk Management, Safety, Loss Control and Insurance Coverage for Fortune 500 companies and Public and Governmental entities. Past employment include employment with PMA Insurance, Walt Disney World, and Port Canaveral Florida. He has a strong background in enterprise level hazard identification, risk control development, safety committee management, and claims assessment and strategy. His strengths include implementing proven methods to decrease both frequency and severity of claims, budgeting and cost control, strategic planning, staff training, and analysis and protection of assets. Gary will be made available to City of Miami in addition to Chris Kittleson. Gary's background includes: 30+ years' experience in Safety/Loss control and Risk Management. Claims monitoring and mitigation through training programs ARM Designee OSHA Certified B.S. - Industrial Engineering/Safety Systems Management from New York University NJ Governor's Award for "Outstanding Safety Performance" EXHIBIT B CONTRACT NO. RFP 147386 p) Provide any other information or documentation for the Proposer's qualifications and experience from which the City of Miami can benefit under this contract. Brown & Brown provides a superior team for your marketing and daily service needs. Sr. Vice President - Project Manager Michelle Martin is ultimately responsible for the City's satisfaction with products and services utilized by the City. She interacts daily with her clients to maintain our office's commitment to concierge -level service. She currently handles a lower -than -average account load of 25 clients to allow adequate time for risk management consulting and project management for large, sophisticated accounts such as the City of Miami. Account Executives In order to ensure outstanding service delivery for all Michelle's clients, Bill Wilson and Kyle Stoekel provide Account Executive services to Michelle's client base. Bill's unique background including employment with Miami -Dade County government provides the City with a unique strategic perspective to risk management. Bill is located in South Florida and actively supports the local community. Kyle has been working on Michelle's team for over 5 years to address specific developing issues as needed. For example, one area of Kyle's focus is the understanding and communication of risk management and transfer of the constantly evolving Cyber Risk. Kyle is also proficient in managing asset schedules and assisting public entities with strategies for asset trending and application of Property Valuations. Valuation updates has become a driving issue in today's current hard market, and our valuation trend review services have been invaluable to our clients. Public Risk Specialists (Daily Customer Service) Our highly qualified Director of Operations, Robin Russell, oversees excellent service delivery for the City. She provides extra assistance in the area of exposure identification, assistance with insurance company applications for the 113 insurance policy renewals annually, and guarantees professional written correspondence and proposal documents. Melody Blake, our 30-year veteran Senior Public Risk Specialist, and her team provide backup to Ms. Russell. Ms. Blake has a deep understanding of insurance, accounting, and agency operational systems to ensure no administrative mistakes. Our Service Team is available to execute daily service requirements Monday -Friday from 8 AM to 5 PM. Our entire service team is cross -trained and available to assist in times of high -volume. EXHIBIT B CONTRACT NO. RFP 147386 Specialty Marketing Team Our brokerage/marketing Team is comprised of the best Public Entity coverage specialists in the country. The City of Miami deserves the attention of a true team of insurance placement specialists due to unique risk exposures in the urban City of Miami. In addition to the catastrophic property exposure in South Florida, the casualty exposures also provide challenges to the market. Unique exposures include marine -related exposures, population and size of the City, and first - responder liabilities. PROPERTY: Liz White is among the best Property brokers in the United States and heads our Property division of Bridge Specialty. Liz will continue to be personally involved with the City of Miami, and lends a team of property specialists and industry relationships to the value of our partnership with the City. CASUALTY: Justin Gelati has an impressive background with strategic insurance placements for urban Cities throughout the United States. Particularly, his national insurer relationships, business acumen result in unique self-insurance and alternative risk transfer program design. He and his team currently provide service to the City of Miami. AVIATION: Alison Wynne's aviation team will bring excellent results to the Police Department rotorcraft and Unmanned Aircraft (Drone) insurance policies, and provides coverage and claims advocacy for our clients. MARINE: For Marina Operator's Legal Liability, Hull and Protection & Indemnity and Pollution for Police and Fire Vessels, and other marine -related exposures, the City must depend on a 100% marine specialist to keep apprised of market changes and emerging coverage advantages. Randle Baxter's passion for marine risk management makes him a perfect fit to our team. CYBER: We have many specialists within Brown & Brown focusing in emerging Cyber exposures, and will utilize all resources available as needed for placement, coverage, and exposure identification. Safety/Loss Control Veterans We offer the services of two 30+ year veterans to consult with the City's Safety staff, Gary Raia and Christopher Kittleson. EXHIBIT B CONTRACT NO. RFP 147386 2.6 Proposer's Minimum Qualifications For a Proposer to be deemed responsive the following minimum qualification requirements cited below shall be satisfied. In determining said responsiveness, each such minimum qualification requirement shall be addressed in detail in the Proposal submittal. Failure to meet each such following minimum qualification requirements and/or failure to provide sufficient detailed documentation concerning the same, shall result in the Proposal being deemed non -responsive. Proposers interested in responding to this Request for Proposals must provide information on the firm's qualifications and experience, qualifications of the project team, and previous similar projects. Additionally, Proposer must: 1. Be an established firm providing Insurance Brokerage Services for a minimum of three (3) consecutive years (as a business with the same Federal Employee Identification Number; not just individual employees), and its owners and/or principals, must have a minimum of three (3) years related experience; Yes, per the attached, we have been in business since 1984. EXHIBIT B CONTRACT NO. RFP 147386 f V'lyfrjfr P/f rir t{iAroTaa ontvire peoartrnent o& State r ;Vision of CorooratioN 1 a5earoh Recou4 r „earsh by FEt'EIN Number r Detail by FEUEIN Number Florida Profit Corporation RISK MANAGEMENT ASSOCIATES, INC. Filing Information. Document Number FEUEIN Number Date Filed State Status Last Event Event Date Filed Event Effective Date H 16549 59-2445801 08/14/19 I4 FL ACTIVE NAME CHANGE AMENDMENT 04/1512003 NONE Principal Address 300 NORTH BEACH STREET DAYTONA BEACH, FL 32114 Changed: 0311812021 Mailing Address 300 NORTH BEACH STREET DAYTONA BEACH, FL 32114 Changed: 0311812021 Registered Agent Name & Address CORPORATION SERVICE COMPANY 1201 HAYS STREET TALLAHASSEE, FL 32301-2525 Name Changed: 0911812019 Address Changed:0911812019 OffrceriDirector Detail Name & Address Title DIRECTOR, PRESIDENT BROWN, P. BARRETT 300 NORTH BEACH STREET DAYTONA BEACH, FL 32114 Title VICE PRESIDENT WATTS, RICHARD ANDREW 300 NORTH BEACH STREET DAYTONA BEACH, FL 32114 Title TREASURER STANTON, JOSEPH 300 NORTH BEACH STREET DAYTONA BEACH, FL32114 Amu lal Ren. rr Report Year 2022 2023 2024 Filed Date 04125/2022 04/09/2023 04123/2024 Document InlINes. f1477a.7124 —ANNUM REPORT O ini2O23 —ANNUAL REPORT j4 2512022 —ANNUAL REPORT JI7l1RrA771—ANNIIAI REPORT J44/29)O717—ANNUAI REPORT V image in PDFfemat fa/IRt9O1g—Rm kierrt Chan,. nRf91, O1g—ANNIIAI REPORT JI4Af O1R—ANNIIAI REPORT J4/170017—ANNIIAI REPORT View image in PDFtame Y image in PDFfamai View image in PDFfermai Mew image in PDFtarsi Viewimage in PDFfaniak Y image in PDFfoimet View image in PDFfamai. View image in PDFfamai EXHIBIT B CONTRACT NO. RFP 147386 2. Be duly licensed by, and in good standing with the State of Florida, as an Insurance Broker, as of Proposal due date; Agree. Proof of current licensure: ADEPARTMENT of FINANCIAL S DES RISK MANAGEMENT ASSOCIATES, INC. DBA PUBLIC RISK INSURANCE ADVISORS 220 S RIDGEWOOD AVE SUITE 210 DAYTONA BEACH FL 32114 Agency License Number LO18706 Location Number 133154 I ssucd On 09} 1412006 Pursuant TO Section 626.O42€3, Florida Statutes, This Agency Location Shall Be In The Active Full -Time Charge OfA Licensed And Appointed. Agent Holding The Required Agent Licenses To Transact The Lines Of insurance Being Handled At This Location_ Pursuant To Subsection 626.172(4), Florida Statutes, Each Agency Location Must Display The License Prominently in A Manner That Makes it Clearly Visible To Any Customer Or Potential Customer Who Enters The Agency Location. Jimmy Patronis Chief Financial Officer State of Florida EXHIBIT B CONTRACT NO. RFP 147386 State of Florida Department of State I certify from the records of this office that RISK MANAGEMENT ASSOCIATES, INC. is a corporation organized under the laws of the State of Florida, filed on August 14, 1984. The document number of this corporation is 1116549. I further certify that said corporation has paid all fees due this office through December 31, 2024, that its most recent annual report/uniform business report was filed on April 23, 2024, and that its status is active. I fiirther certify that said corporation has not filed Articles of Dissolution. Given under tny hand and the Great Seal of the State of Florida at Tallahassee, the Capital, this the Twentieth day of May, 2024 Tracking Number: 4:521027371CT; To authenticate this certificate,lisit the following site,enter this number, and then follow the instructions displayed. :llservices.sunbiz.or ertifica te OfStatusit ertificateAut hentica tion EXHIBIT B CONTRACT NO. RFP 147386 3. Have served in the capacity of Insurance Broker for at least three (3) governmental entities within the State of Florida within the past 5 years; Brown & Brown Public Sector client base exceeds 200 Florida government clients. Including the City of Miami, Brown & Brown Public Sector currently controls risk management programs for 39 large public entities that have self -insured casualty and workers' compensation programs as well as large property insurance placements. Many of these have been Brown & Brown Public Sector clients for over 10 years including: The State of Florida Palm Beach County Hillsborough County Lee County Collier County Volusia County Brevard County Marion County » City of Jacksonville City of Miami City of Ft. Lauderdale City of Sarasota City of Tallahassee City of Naples City of Marco Island City of Palm Bay » City of Ocala » City of Lake Worth Beach Town of Davie Town of Jupiter Collier County Schools Lee County Schools Volusia County Schools Pinellas Suncoast Transit Authority Hillsborough Area Transit 4. Have never filed for bankruptcy, be in sound financial condition, have no record of civil litigation or pending lawsuits involving criminal activities of a moral turpitude, and shall not have conflicts of interest with the City; Risk Management Associates, Inc., aka Brown & Brown Public Sector has not filed for bankruptcy, is in sound financial condition, has no record of civil litigation or pending lawsuits involving criminal activities of a moral turpitude and has no conflicts of interest with the City. Risk Management Associates, Inc. is not directly involved with nor aware of in any such litigation with our parent company, nor is there any reason performance of our services would be affected. Brown & Brown, Inc., a publicly traded company on the New York Stock Exchange (NYSE: BRO), is involved in claims and litigation in the ordinary course of their business and descriptions of legal matters can be obtained through the public filings available through the federal Securities and Exchange Commission. In the spirit of full disclosure and transparency, we offer the below link to the Investor Relations section of the Brown & Brown website where a myriad of information, including Annual Reports and quarterly 10-Q forms: www.investor.bbinsurance.com EXHIBIT B CONTRACT NO. RFP 147386 5. Not have a member, principal, officer, or stockholder who is in arrears or in default of any debt or contract involving the City, is a defaulter or surety upon any obligation to the City, and/or has failed to perform faithfully any contract with the City. Risk Management Associates, Inc., aka Brown & Brown Public Sector does not have a member, principle, officer or stockholder who is in arrears or in default of any debt or contract involving the City, is a defaulter or surety upon any obligation to the City, and/or has failed to perform faithfully any contract with the City. EXHIBIT B CONTRACT NO. RFP 147386 Section 4.1.5 Proposer's Approach to Providing Services EXHIBIT B CONTRACT NO. RFP 147386 Section 4.1.5: Proposer's Approach to Providing Services a) Describe Proposer's approach to project organization and management, including the responsibilities of Proposer's key personnel and the key personnel of any subcontractor that will perform work in this project. The Mechanics of our Practice Establishing our distinguished client base while building our reputation and enhancing our capabilities has taken many years of finetuning and systematic process development. We have placed our focus on growing the right team and giving that team access to world -class resources to deliver to our clients. Our team and resources are highlighted in subsequent sections, but underlying those critical efforts are the mechanics of our practice. These mechanics are the underpinnings of our success and work in harmony through major practice areas aimed at focusing our efforts on our clients' needs and ensuring our team's success. Our practice is broken down into the following major focus areas: 1. Philosophy and Direction of Overall Risk Management Program 2. In -Depth Exposure & Coverage Analysis and Consultation 3. Insurance and Risk Transfer Design, Marketing, and Placement 4. Self -Insured Retention Analysis and Coverage Options 5. Concierge -Level Service and Administrative Support 6. Safety & Loss Control 7. Claims Assistance, Advocacy and Pre -Loss Preparedness 8. Asset and Exposure Management and Tracking 9. Real -Time Communications on Industry Trends and Market Conditions Most of the services, including London and wholesale brokerage, will be performed by Brown & Brown entities based upon our level of public entity and other specialized expertise. By holding critical institutional knowledge of the City of Miami, our team is best suited to continue serving the City. As your service team is affiliated with the same company, the City will continue to be provided professionals aligned to provide innovative, proactive and immediate results to finance complex risk management exposures and challenging coverage placements. Our corporate goals are focused to enhance our customer experience, and we continuously develop new resources available to our customers. The practices outlined herein are executed following one of our core business principles: Always deliver what is best for the client. EXHIBIT B CONTRACT NO. RFP 147386 Brown & Brown provides a superior team for your marketing and daily service needs. Sr. Vice President - Project Manager Michelle Martin is ultimately responsible for the City's satisfaction with products and services utilized by the City. She interacts daily with her clients to maintain our office's commitment to concierge -level service. She currently handles a lower -than -average account load of 25 clients to allow adequate time for risk management consulting and project management for large, sophisticated accounts such as the City of Miami. Account Executives In order to ensure outstanding service delivery for all Michelle's clients, Bill Wilson and Kyle Stoekel provide Account Executive services to Michelle's client base. Bill's unique background including employment with Miami -Dade County government provides the City with a unique strategic perspective to risk management. Bill is located in South Florida and actively supports the local community. Kyle has been working on Michelle's team for over 5 years to address specific developing issues as needed. For example, one area of Kyle's focus is the understanding and communication of risk management and transfer of the constantly evolving Cyber Risk. Kyle is also proficient in managing asset schedules and assisting public entities with strategies for asset trending and application of Property Valuations. Valuation updates has become a driving issue in today's current hard market, and our valuation trend review services have been invaluable to our clients. Public Risk Specialists (Daily Customer Service) Our highly qualified Director of Operations, Robin Russell, oversees excellent service delivery for the City. She provides extra assistance in the area of exposure identification, assistance with insurance company applications for the 113 insurance policy renewals annually, and guarantees professional written correspondence and proposal documents. Melody Blake, our 30-year veteran Senior Public Risk Specialist, and her team provide backup to Ms. Russell. Ms. Blake has a deep understanding of insurance, accounting, and agency operational systems to ensure no administrative mistakes. Our Service Team is available to execute daily service requirements Monday -Friday from 8 AM to 5 PM. Our entire service team is cross -trained and available to assist in times of high -volume. EXHIBIT B CONTRACT NO. RFP 147386 Specialty Marketing Team Our brokerage/marketing Team is comprised of the best Public Entity coverage specialists in the country. The City of Miami deserves the attention of a true team of insurance placement specialists due to unique risk exposures in the urban City of Miami. In addition to the catastrophic property exposure in South Florida, the casualty exposures also provide challenges to the market. Unique exposures include marine -related exposures, population and size of the City, and first - responder liabilities. PROPERTY: Liz White is among the best Property brokers in the United States and heads our Property division of Bridge Specialty. Liz will continue to be personally involved with the City of Miami, and lends a team of property specialists and industry relationships to the value of our partnership with the City. CASUALTY: Justin Gelati has an impressive background with strategic insurance placements for urban Cities throughout the United States. Particularly, his national insurer relationships, business acumen result in unique self-insurance and alternative risk transfer program design. He and his team currently provide service to the City of Miami. AVIATION: Alison Wynne's aviation team will bring excellent results to the Police Department rotorcraft and Unmanned Aircraft (Drone) insurance policies, and provides coverage and claims advocacy for our clients. MARINE: For Marina Operator's Legal Liability, Hull and Protection & Indemnity and Pollution for Police and Fire Vessels, and other marine -related exposures, the City must depend on a 100% marine specialist to keep apprised of market changes and emerging coverage advantages. Randle Baxter's passion for marine risk management makes him a perfect fit to our team. CYBER: We have many specialists within Brown & Brown focusing in emerging Cyber exposures, and will utilize all resources available as needed for placement, coverage, and exposure identification. Safety/Loss Control Veterans We offer the services of two 30+ year veterans to consult with the City's Safety staff, Gary Raia and Christopher Kittleson. EXHIBIT B CONTRACT NO. RFP 147386 b) Provide Proposer's Operational Plan that clearly indicates how the Proposer plans to provide the services requested in this Solicitation. The Proposer's operational plan must detail how the Proposer intends to fully satisfy the service requirements outlined within Section 3, Specifications/Scope of Work, of this RFP. As the incumbent broker, we have worked with the City to develop the current program design. There are certain coverage and program design characteristics which we may address herein, but which are not part of the current program for various reasons. We encourage you to consider the current program design was built and maintained with the City's input when considering other brokers' comments in this process. We agree that we have and will continue to support the City's program as requested in Section 3, Specifications/Scope of Work of this RFP. Comments to each item outlined in the Scope of Work are included below: 1. Function as the City's primary contact with the insurance marketplace by identifying and analyzing viable insurers to meet the insurance needs of the City. Agree. The Brown & Brown team strategically leverages market forces, creates competition, and as a result, can consistently bring the most viable and cost-effective insurance placements to our clients. We are perpetually focused on the balance between holding the markets' interest while driving competition. That balance requires high levels of skill, experience, clear communication, and market relationships capable of countering the market's desire to build profitable and long-term insurance contracts. Our team consistently drives this balance through a combination of critical market performance attributes. ENGAGEMENT & ACCESS Giving you more control, more evidence, and more options through our exclusive market relationships PROACTIVE PERFORMANCE Our collective success is earned by creating the perfect solution for you through our unrestricted market access and leverage SPECIALIZATION Valuing depth of industry and providing Public Entity specific expertise & market relationships loll BENCHMARKING Utilizing advanced analytics to quantify the impact on your business with our powerful market volume INNOVATIVE Generating evidence - based solutions to provide quality results EXHIBIT B CONTRACT NO. RFP 147386 Brown & Brown's market philosophy has always been to develop relationships and place business with insurance markets that bring the most value to our clients. Our style is to maintain professional relationships with ALL viable markets. This strategy delivers our clients options, open market representation, and great results of the most effective leveraging of terms and conditions available in the marketplace. As the largest Public Entity broker in Florida, we have developed strong partnerships with multiple markets specific to the industry. These relationships allow us to provide more options while strengthening our negotiating power to provide the City with the highest quality results at the most cost-efficient risk transfer program. 2. Consult with City's Risk Management Department ("Risk") to formulate a marketing strategy that focuses on delivering a cost-effective risk management strategy and structure, based upon current market conditions. This will include thoroughly advising the City of current and anticipated market conditions on the applicable lines of insurance as well as advising on any new and evolving insurance coverages or policies that are available in the marketplace that could apply to the City's operations, enhance current coverage and/or any current gaps in insurance coverage. Brown & Brown places over $25 Billion in annual premiums with hundreds of insurance markets. We have valuable relationships with, and access to, all insurance markets currently able to write cities in Florida. We provide market updates throughout the year via our Weekly Rundown, direct communication, White Papers, and Quarterly corporate Market Updates. There is consistent direct communication with staff concerning potential impacts of both internal and external environment changes to the self- insurance strategies and available risk transfer programs. In addition, based on the City's current renewal dates, we provide full executive summaries of market conditions, claims trending, and options available twice a year for the Property renewal dates of May 1 and Casualty renewal dates of November 1. EXHIBIT B CONTRACT NO. RFP 147386 3. Suggest alternative risk financing vehicles to reduce the City's cost of risk. Agree. Examples of viable alternative risk financing presented to the City include simplified additional self-insurance opportunities, Parametric programs currently available in the marketplace, and more administratively complex Captive arrangements. Self -Insured Quota Share strategy can be utilized for budget management in the event the Insured has interest in increasing self-insurance exposure within the layered Property program. The City's current Property insurance structure includes layers of insured limits provided by various insurance companies. The City could decide not to purchase part or all of certain layers, thereby in effect self - insuring a quota share of the layered insurance program, thereby not paying premium to an insurance company for that portion of the program. A simplified illustration of a self -insured quota share in purple is below: RSUI/Landmark $20,000,000 Excess $20,000,000 Arch $5,000,000 part of $20 000 000 Lexington $5,000,000 part of $20,000,000 City of Miami Self -Insured Share $5,000,000 part of $ 20, 000, 000 Markel/ Evanston $5,000,000 part of $20,000,000 EXHIBIT B CONTRACT NO. RFP 147386 Parametric Insurance has become more attractive recently due to the shortened risk exposure for insurers and the immediate cash flow payment for insureds. As an example, if a Hurricane was to pass through designated locations within the City, a specific "Trigger Circle" identifying the radius in which impact would trigger payment under a parametric policy is identified. The amount of payment is determined by the intensity and proximity of the Hurricane. Payments of limits can be made without regard to physical loss. Illustrations are below. Trigger Circles (20-Mile Orange Circle and 40-Mile Yellow Circle as a radius from designated locations) Payout Table (Assume $1M/$5M/$10M limit options Category Option 1 Option 2 20-mi Circle 40-mi Circle 20-mi Circle 40-mi Circle 1 0.0% 0.0% 0.0% 0.0% 2 0.0% 0.0% 0.0% 0.0% 3 20.0% 10.0% 0.0% 0.0% 3.5 40.0% 20.0% 0.0% 0.0% 4 60.0% 30.0% 60.0% 30.0% 4.5 80.0% 40.0% 80.0% 40.0% 5 100.0% 50.0% 100.0% 50.0% Captive arrangements - Our Captive Management and Consulting team will be available for initial consulting to address insurance costs, limits of insurance, and funding of self -insured risk exposures. This type of alternative arrangement can be utilized to review formation and maintenance regulations, reinsurance options, and risk -sharing alternatives to risk financing. Single -cell and shared captive arrangements traditionally are considered for Liability/Casualty lines, but could also be utilized to provide Property loss financing. Advantages would include increased flexibility in coverage and potential long-term cost savings. In general, risk financing advantages are realized from a long-term multiple year commitments. Captive arrangements will also require up -front investment in both time and money. Based on historical financial strategies and multiple year commitment vs. one-year budget cycles, Captives have not been a top priority for research and development for the City's purposes. However, if the need arises, we will be ready and willing to assist with professional consultation on these types of arrangements. This type of arrangement may become more attractive as the City's operations and assets expand. EXHIBIT B CONTRACT NO. RFP 147386 4. As evaluation continues through the review of insurance policies, make detailed notes of where to recommend appropriate or advantageous changes. We have provided alternative ideas to the current program structure below. We will note that as the incumbent, we have strategically developed the program design with the City of Miami staff and in consideration of current market conditions. Our comments below do not constitute deficiencies in the current program. Our comments below also characterize the City's historical risk financing and risk transfer strategies. Property We have diversified the current Property -related coverage placements to provide best premiums, limits, and coverage terms and conditions. There are six (6) major components to the City's property program currently including: • High Valued Vehicles - Comprehensive and Collision Auto Physical Damage • "Master" City Property for typical municipal structures • Utility -related property including pump stations throughout the City • IT/EDP/Computer Equipment • Marlins Garages • FEMA's National Flood Insurance Program (NFIP) Flood policies After a tumultuous 2023 property insurance market, the 2024 market provided us an opportunity to aggressively negotiate and improve coverage terms and conditions overall. The following enhancements were discussed with the market: • Concurrency of terms on Master Program • Increased Margin Clause (with the ultimate goal to reinstate Blanket coverage) • Maximum Deductible caps for percentage deductibles such as Named Windstorm. • Maximize NFIP Flood placements for eligible structures in Special Flood Hazard Areas (A/V zones). Perform Flood Audit to address recent FEMA zoning updates. • Valuation strategies, including trending and review of third -party property appraisals Flood Audit - Regarding Flood exposure, FEMA has recently re -mapped areas within Miami -Dade County. We will perform a proprietary process we describe as "Flood Audit" to evaluate the City's structures and exposure to updated Special Flood Hazard Areas as defined by FEMA. In that process we will note any discrepancies between NFIP-generated data, current property values, current building addresses and descriptions, and any FEMA flood zone changes to provide the City an opportunity to risk transfer or self -insure. This is a unique process that Brown & Brown Public Sector has developed to follow FEMA's rate, rule, and flood mapping changes. We regularly review anticipated flood zone changes (which can employ a variety of methods) to determine impact to structures located in Special Flood Hazard Areas (SFHA's). The importance of this exercise is to determine and communicate the implications of FEMA EXHIBIT B CONTRACT NO. RFP 147386 and the Stafford Act to our clients. This is an extremely important service due to the rules regarding FEMA public assistance for flood losses in Special Flood Hazard Areas. ZONE. X ZONE AE —11 ZONE A ZONE AE (EL 8) ZONE X Property Valuation - It is important to recognize how economic and construction cost changes impact Property risk transfer strategies. For the past four (4) years, we have been recommending and applying (with the City's agreement) conservative property trending to the City's Statement of (property) Values (SOV). Not only does this project ensure ease of claim recovery in the event of a loss, updated valuations have been critical to negotiate terms and conditions with underwriters. Underwriters have demanded adjustments in declared insurance values to meet current replacement value the past few years, following many years of complacency with values. Reasons for the importance of updated valuations include the market's experience with "loss creep" - property losses that have ultimately settled for higher than the values reported to the insurance companies. Insurance company's perceived impact of this is that the portfolio's reported risk exposure is significantly understated. Economic factors such as inflation, interest rates, and availability/increases in labor and material costs have risen in this decade, justifying the value adjustments. Our approach has satisfied underwriters to provide reasonable terms given the challenging marketplace. Strategies to Limit self -insured Property exposure 1) Named Windstorm Maximum Deductible Cap - The City's current Property policy includes Storm Surge in the Named Windstorm definition. A customary 5% per Unit (building) Named Windstorm deductible applies. If all the City's property (Master Property Schedule) were damaged in a Hurricane, a—$32,650,000 Deductible would apply currently. Maximum fixed - dollar deductible cap options may be available, thereby reducing the City's maximum under deductible exposure. In fact, the City's program prior to 2023 supported a deductible cap of between $7.5-$10 million. Unfortunately, this coverage was not offered by the recent hard EXHIBIT B CONTRACT NO. RFP 147386 market; however, we are confident and would work toward adding this coverage enhancement to the City's program in the future. 2) Named Windstorm Deductible Buy -Down /Difference In Conditions (DIC) - In order to provide less self -insured exposure under the deductible, we have and will provide options for a lower deductible from 5% to 3%. This premium is well above current budgeted premium expenses, but we will continue to review as directed. 3) Deductible Buy -Down Option - Another option for the Deductible buy -down would be to review FEMA Obtain and Maintain (O&M) requirements on specific structures that have received FEMA Public Assistance funds in the past. The buy -down could be applied to only facilities with Obtain and Maintain requirements from prior Public Assistance grants. 4) Analyze limits purchased - Additional limit options, as available in the marketplace will always be presented. With this will include a review of the modeling analytics. For the Master Property limits, the modeling analytics suggest that the City is currently purchasing limits approximately equal to a 50 Year Probable Maximum Loss event. Return Penads Aug Annual Lass Std DeUation 50 Year 100 Year 250 Year 500 Year 1000 Year EV SD 2% PE 1% PE 0,4°r% PE 0 21),ii PE 0.1% PE RMS (2024) - Gross with ded S2,581,210 $14,872,282 $3S,568A26 $61,657,381 $103,043,764 $143,167,807 $194,074,941 AIR (2024)-Gross with 5% ded $2,142,304 $11,834,736 $27,554,654 $50,720,833 $87,846,691 $114,903.907 $186,414,314 EXHIBIT B CONTRACT NO. RFP 147386 Casualty The City of Miami has an operating budget of over $1.5 Billion and is financially capable of managing self -insured risk. The City has traditionally taken a fairly conservative approach to self-insurance. Our historic goal has been to provide lower Self -Insured Retentions to protect the City's funds from future adverse claims development. Of special consideration is the potential Workers Compensation claim severity potential due to Florida presumption laws. These laws presume that certain acute heart and lung maladies result from employment in these job descriptions. Therefore, the potential medical and lost -time benefits can be very costly under Florida's Workers Compensation law. Police and Fire payroll constitute approximately 61% of the City's payroll, and therefore this exposure is significant to self -insure or to transfer to an insurer. The Excess Casualty and Excess Workers' Compensation premiums could be reduced by implementing higher Self -Insured Retentions. We review impacts to claims trends vs. reduced premiums available for insurers' higher attachment points, or Total Cost of Risk (TCOR). View a simple TCOR analysis in Section 6 of the Scope of Work. 1) Lowest Self -Insured Retentions (SIR's) - We have identified and engaged insurers of "buffer" products to expand the Self -Insured Retention (SIR) options available to the City. 2) Increased Claims involvement and advocacy - Throughout our tenure, Brown & Brown Public Sector has been involved directly with claims adjusters via specific severity and open claim reviews. We receive claims reports periodically to review trends, and serve as Claims Advocates for the City on large and/or contentious claims. We will be as involved as the City requests, and suggest our involvement will result in better claims outcomes. 3) More Loss Control/Safety Resource - We introduce an additional resource to the Team, Mr. Gary Raia. The goal of any loss control resource is to reduce overall losses, but specifically frequency of self -insured losses in the City's case. Gary has over 30-years' experience, including being a Risk Manager at a Florida governmental entity. He has expertise in using claims analytics to identify trends, defensive driving techniques, claims assessment and strategy. Gary's first action with the City will be to discuss needs and determine solutions and deliverable action plan. To assist in budgeting and ease of administrative, we will provide a $10,000 Risk Management Support Fund for each year of this contract. Reimbursements must be requested, approved, and paid within each contract year. Funds may be utilized for: • Elevation Certificates • Property Appraisals • Loss Control training/initiatives • Safety Equipment/Personal Protective Equipment • Other related expenses, as approved EXHIBIT B CONTRACT NO. RFP 147386 Other Coverages: In addition to the self -insured casualty program, we frequently review and present other areas of risk transfer for specific risk exposures that may have insurance products of interest. These include: • Review of Cyber application/coverage/response with IT staff • Deadly Weapon/Active Shooter - First- and Third -Party Coverage • Nuclear, Chemical, Biological and Radiological (NCBR) - emerging coverage to be included, and as addition to Terrorism/Sabotage coverage. • Pollution exposure, noting emerging PFAS (forever chemicals) exclusions • Review of Travel exposure for employees and City officials; we currently have a "Foreign Liability/Travel Accident/Sickness" policy, but suggest it is worthwhile to re-evaluate exposure following COVID-19 travel restrictions. Policies' effective date Continuity: Management of the City's 113 policy renewals requires diligence throughout the year, both by your broker and City staff. We provide a few comments below concerning potential alignment of effective dates via policy extensions and long-term policies. NFIP policies comprise 63 of the total policy count. NFIP requires one policy for each eligible structure. Due to rules of the NFIP, effective dates vary. In order to change effective dates, brand new policies would be required to be bound, including premium payment. This is problematic as many of the City's policies have subsidized rates under the current Risk Rating 2.0 rules. Issuing new policies would remove subsidies, and therefore produce higher premiums. We are willing to discuss, but do not recommend changing NFIP effective dates at this time. Outside of NFIP, consider that the main coverage effective dates are 5/1 for Property and 11/1 for Casualty. The 5/1 date is important as we are not renewing during Hurricane Season and therefore are not at risk of moratoriums on quotes or binding coverage. Bifurcating the Casualty effective date to 11/1 allows for full concentration on both major coverage renewals. Varying effective dates of Ancillary policies also allows more time for risk exposure analysis and marketing of policies. There is also a cash -flow consideration for changing effective dates. For example, if an extension is desired on a non-NFIP policy, pro -rated premiums may be due which increases the expenditure for the coverage during the same fiscal year. A long-term policy period would generate higher premiums than for an annual policy. Certainly, we are open to discussions and action concerning consolidation of effective dates if there is a benefit to the City to implement, and if the City desires. EXHIBIT B CONTRACT NO. RFP 147386 5. Address renewals in a timely manner to meet the City's internal time requirements and also maintain coverage. Agree. See our General Workflow Schedule in answer to Scope of Work, Question 10. 6. Provide advice to the City on retention for various policies based upon market conditions or other stress factors. Agree. A simplified*, easy to understand Total Cost of Risk analysis is illustrated below. This exhibit takes into consideration current claims trends and cost of insurance at various retention levels. *Does not include time value of money calculations. City of Perfect, Florida SIR Variance Analysis Line of Coverage: Excess Workers Compensation Time Period Reviewed: 2024-2025 Losses valued as of: 3/31/2024 Fabulous Ins Co- $500,000 SIR Total Cost of Risk 10 Year Claim History Total Incurred Claims Entity Insured Pays Insurer Pays Annual Excess Premium TOTAL COST OF RISK Total $ 42,595,090 $ 41,684,305 $ 910,785 $ 3,199,360 $ 44,883,665 Average $ 4,259,509 $ 4,168,431 $ 91,079 $ 319,936 $ 4,488,367 Even Better Ins Co - $550,000 SIR Total Cost of Risk 10 Year Claim History Total Incurred Claims Entity Insured Pays Insurer Pays Annual Excess Premium TOTAL COST OF RISK Total $ 42,595,090 $ 41,784,305 $ 810,785 $ 2,900,000 $ 44,684,305 Average $ 4,259,509 $ 4,178,431 $ 81,079 $ 290,000 $ 4,468,431 Average TCOR Difference $550k vs $500k SIR $ (19,936) This illustration shows that Even Better Ins. Co. would have the least amount of "Average Cost". Consideration should be made for the $550,000 SIR vs. the $500,000 SIR. EXHIBIT B CONTRACT NO. RFP 147386 7. Provide to the City, at no additional cost , on an annual basis, copies of computer catastrophe modeling studies to be used in the marketing of the property insurance program. Agree - we provide both AIR and RMS models and analytics associated with both within our standard contracts. In addition, our team offers the following extensive CAT analytics: Overview Successfully managing your property insurance program requires powerful analytics. Catastrophe (CAT) models are designed to quantify the financial impact of a range of potential future disasters, informing you where future events are likely to occur and how intense they are likely to be. Through intersecting a customer's property exposure data (SOV) with probabilistic catalogues of natural catastrophe event footprints, CAT models estimate loss potential from Direct, Indirect and Residual sources. Direct Loss Results from physical damage to buildings or contents Indirect Loss Results from business interruption Residual Loss Results from post -catastrophe demand surge for reconstruction labor and materials How We Can Help Brown & Brown's Analytics team has the knowledge and resources to provide modeling services through relationships with leading model vendors. Modeling services are provided for Earthquake, Hurricane and Severe Convective Storm. Modeling for other perils is available upon request. The Four Basic Modules within a CAT Model (Includes all perils) 1. Exposure Represents location, policy and portfolio Module level risk information. 2.Hazard Generates thousands of possible random Module event scenarios based on historical data and parameters that attempt to represent reality. The intensity, footprints nifhin this moduled[errnine to levet of physical hazard specific to kid Vdualfyaffscted geographical lxa orrsforeachsimulatedevent 3.Vulnerability Module 4. Financial Module Quantifies the expected damage from an event conditioned upon insured location exposure characteristics and event intensity. Measures monetary loss from the damage estimates. Insured and retained loss estimates are generated for different policy conditions, such as deductibles, limits and attachment points. EXHIBIT B CONTRACT NO. RFP 147386 8. Assist the City in developing and maintaining the underwriting information necessary to market the insurance coverages. Assist the City to aggregate comprehensive underwriting data and criteria for insurance carrier negotiations. Agree. In addition to assisting with inter -departmental communications to update applications for quotes, we also utilize historical analysis that has been developed in our office. For carrier negotiations, this information is extremely useful to provide the best results. 9. Function as City's insurance broker regarding the negotiation of best terms, rates, and conditions of coverage terms, premiums and the placement of coverage with insurers. Agree, this is the basis of our duty as insurance Broker. Evaluate the financial condition of insurers, including their ability to pay claims promptly. Although we cannot predict the future results of any company, we offer only financially secure insurers to our clients. Per corporate mandate, Brown & Brown is not authorized to provide quotes to our clients from unauthorized insurers, insurers with a less than AM Best rating of A-, or insurers not rated by AM Best. However, it may be in the best interest of our clients to review and bind quotes from certain alternative risk transfer or new providers. Brown & Brown has an established Market Security Committee which reviews and monitors insurers falling into these categories: Risk Retention Groups, Captives, Self -Insured Groups, Trusts, State Funds, and Joint Underwriting Associations. Insurers who are not rated by AM Best can be submitted for review and require prior approval of our Market Security Committee prior to providing quotes to our clients. We provide detailed AM Best insurer financial information with insurance quote presentations. In addition to the Financial Strength and Size (i.e. A+, XV) categories, we also review effective dates of those ratings and future outlook. In fact, this information Brown & Brown presented regarding a "u"-rating (Under Review) was pivotal in the City's decision -making process between several excess casualty insurers in 2021. Also, industry reputation of an insurer's process and claims management philosophy is investigated and reviewed with our clients. This is an illustration of the basic current rating information of the City's Excess Casualty Package carrier, Hudson Excess Insurance Company, which has been reviewed: Bests Credit Ratings Financial Strength View Definition Rating (Rating Category): Affiliation Code: A+(SLoar IGouoi Outlook for Implication}: Stable Action: Ucg-aced Effective Date: : dly 33. 2C23 Initial Rating Date: March 22, 2013 Long -Term Issuer Credit View Definition Rating [Rating Category}: aa-(Superior) Outlook (or Implication): SESUa Action: Upgraded Effective Date: July 00,2023 Initial Rating Date: March 28. 2013 Financial Size Category View definition Financial Size Category: ;N [C-neater than or Equal to USD 2.00 6irmn) u Devotes Urde• Renew Best's Rating EXHIBIT B CONTRACT NO. RFP 147386 10. Provide marketing proposal requests from insurers and a Cyber Strategy, no less than 120 and no more than 150 calendar days prior to renewal of individual coverages. Successful Proposer must begin with review of individual in force coverages because this is the ideal juncture to analyze the insured property for trended values for property insurance policies. The foregoing must be thorough and presented effectively in subsequent meeting(s). The following page is a summary of our General Workflow Schedule specifically designed to serve Florida's public entities is below. EXHIBIT B CONTRACT NO. RFP 147386 General Workflow Schedule 120-150+ days prior to policy expiration • Initiate Marketing Process • Current market conditions analysis and impact to program • Estimate Pricing • Discuss Budget Constraints and Goals • Written request for underwriting data • Assist in collection of risk exposure information • Establish competitive markets to be approached • Identify desired coverage, terms, and conditions goals • Provide written premium estimates for all coverages 90 to 120 Days prior to policy expiration • Scrub Statement of Values/Trending recommendations • Approval of Submission by client • Submit all underwriting data to chosen and/or all interested carriers • Update risk management on progress and early pricing indications 60 to 90 days prior to expiration • Written summary of quotes received, and markets responses • Provide Premium Comparison with expiring and renewal terms. • Include Cost of Risk Analysis • Obtain Catastrophic Modeling Results • Develop recommendation for most effective program • Budget recommendations and allocation 30 to 60 days prior to expiration • Attend Meetings and Workshops • Assist in preparation of Board Agenda items • Complete required signed documents • Submit Requests to Bind to chosen carriers Inside 30 days prior to expiration • Request, review, and issue Binders • Issue any recurring Certificates of Insurance • Issue Invoices 30 to 60 days after policy inception • Re -issue any expired binders Review, correct and deliver policies • Ongoing • Daily Policy maintenance, updates, and Client Service Requests • Claims Advocacy and Handling • Large Claim Reviews • Property appraisal management and implementation • Update Statement of Values data including Property Appraisals and Trending • Develop Safety Committee • Review Risk Management Polices • Loss Prevention Program Implementation • Flood Zone Audits for Property • Market Trend and Emerging Markets Identification • Legislative Change Tracking • Industry News Communications • Vendor Insurance Requirements Review • Vendor Certificate Review • Departmental Premium Allocations • Invoicing and Accounting • Assist with policy audits • Other Special Projects as agreed EXHIBIT B CONTRACT NO. RFP 147386 11. Meet with the City's Risk Management Department not less than 90 days prior to the renewal to present a marketing report. This report is to provide the City with the following: a. Current program evaluation; marketing timetable; ratings of markets to be approached; b. Broker recommendations and reasons; and anticipated rates and premium; c. The presentation of the risk financing plan and exposures to the appropriate markets; d. A preview of the presentation plan to markets and documents with the City's Project Manager and/or Risk Manager for approval to proceed; e. The names of qualified insurers, and; Insurance Proposal Presentation Agree. We provide a Pre-Renewal/Stewardship meeting, Executive Summary and detailed Proposal including the information in items a-e, and much more. Our insurance professionals present a written proposal detailing all proposed services and insurance terms and conditions including but not limited to: Stewardship Report Current Insurance Market Summary/Update (industry data and analysis) Market Overview (listing of carrier quotes and declinations) Comprehensive Coverage Comparisons Expiring vs. Renewal Terms Comparison Claim Analysis Catastrophic property and other modeling analytics Retention and policy limit options analysis Summary of terms, conditions and exclusion highlights, specimen forms and compensation disclosures Copies of all insurer quotes » Written confirmation of all commissions paid to broker/intermediaries, if applicable f. Advise the City on methods of optimizing and developing high -quality relationships with insurers as a trusted client. Agree. We pride ourselves for professionally representing the City's interest in the marketplace, and to open all viable markets to the possibility of a business relationship with the City. It is priority to expose the City's professional staff directly to insurance company representatives. We have facilitated meetings with both incumbent underwriters, insurance company executives, and markets for new capacity. This has been accomplished for the City at various trade venues and conferences, including PRIMA and RIMS events. In addition to attending conferences and facilitating on -site EXHIBIT B CONTRACT NO. RFP 147386 meetings with underwriters during our tenure, we also will coordinate meetings to bring City Staff to the underwriters who are based in Atlanta, the Northeast, and London. 12. Meet with Risk Management to review renewal recommendations not less than forty-five (45) calendar days prior to the policy expiration dates. Prepare a matrix of insurance proposals received and also insurance carriers approached whether they provided a proposal or not, to include an evaluation of coverage and exclusions, limits, cost and anything else of significance. Proposer must provide confirmation of adhering to these dates or advise as to exceptions based upon shifting market conditions. Additionally, and at such time, Successful Proposer may offer a portion of their fee at risk built around key deliverables. We can agree and will provide renewal presentations 45+ days prior to renewal. However, we must receive underwriting information to present to the marketplace to quote from the City approximately 90 days prior to the renewal. Based on the many departments that provide information for updated risk exposures and general applications, this can be difficult to accomplish. If the City is dissatisfied with any of our services at any time, we are willing to discuss return of an appropriate portion of the fee. 13. Review all insurance policies, binders, and invoices received for policies purchased by the City to assure their accuracy. Resolve all errors and coverages issues in such policies, binders and invoices. Agree, this service protocol embedded in our Quality Control guidelines. 14. Provide an annual report summarizing all insurance coverages that are in place in the form of a Schedule of Insurance. Agree. An updated "Schedule of Insurance" is provided multiple times per year. 15. Serve as a Claims Advocate on behalf of the City on coverage issues that may arise with any of the insurance carriers. Agree. Brown & Brown does not employ a single national claims service employee for all our clients. Instead, we follow a successful team approach of using resources that are readily available and the best specialists/negotiators/relationship-holders for any given situation. We believe that Claims EXHIBIT B CONTRACT NO. RFP 147386 Advocacy is a primary function of your broker. Payment of covered claims is the reason insurance is purchased. For property, we offer dedicated teammates as needed for complex claim assistance. We can assist with claims planning and coordination with staff, TPA, and insurers. An important facet of pre -loss advocacy is a proactive discussion of expectations with the City's preferred Executive Field Adjusters, or "Assigned Adjuster". We will also conduct Table -Top exercises to establish best practices for disaster recovery protocols. Our objective is to create an efficient and concise recovery process that eliminates any unnecessary delays should a large loss occur. For Casualty claims advocacy, we will work closely with insurance carriers and Third -Party Administrators (TPAs). We are willing and able to coordinate and attend claims meetings to resolve claims quickly and equitably. Your assigned Project Manager, Michelle Martin, has extensive experience representing the clients' interest in claims resolution. We encourage developing a working relationship with our clients' TPA. It is important for your broker to communicate policy information and reporting requirements for excess insurers at least annually. We also ensure that reports required by our carriers are formatted and delivered to excess insurers' satisfaction to proactively avoid any coverage issues. It is also important that your TPA is vetted by any potential new insurer to which the TPA will be reporting. This process can be quite extensive, and we will handle approval of TPA's by insurers and any transition for you. We may also need to expeditiously coordinate Excess Casualty claims reimbursements with Staff, adjusters and TPA. We will attend and coordinate Claims Review Meetings with excess insurers, client departments, and the TPA, and assist in coverage clarifications with underwriters as needed. The team proposed herein are well -versed in claims advocacy. If assistance is needed in any particular area, we reach out to the appropriate Brown & Brown or non -Brown & Brown business partners. Our Claims Specialist, Jessica Conway, embraces her primary function to ensure that all claims submitted through our office (non -TPA reported) are received and acknowledged by an adjuster within 24 hours for non -TPA policies. She also provides follow-up with adjusters on open claims to ensure claims handling is in step with the Client's objectives. Tasks included within this role include: Claims reporting (for policies placed outside TPA contracts) Claims tracking/acknowledgement and closure Coordinate claims review meetings Liaise with adjusters, client departments and TPA Assist in coverage clarifications with underwriters as needed Prepare spreadsheets in FEMA format for catastrophes Pre- and post -event communication EXHIBIT B CONTRACT NO. RFP 147386 As your claims advocate, Brown & Brown will work closely with you and directly on your behalf with insurance carriers and TPA's. We are willing and able to coordinate and attend claims meetings to resolve claims quickly and equitably. We have extensive experience assisting our clients with claims, both large and small. Our position is that we represent our clients, not the insurance carriers. The City will never question which side of the fence we are on. We follow up with adjusters on open claims to ensure claims handling is in step with the client's desires. Below is a short summary of a few success stories regarding our claims advocacy effort. • The Peace River Regional Water Supply District suffered significant losses during Hurricane Ian. As their broker we managed the claim process from the beginning and challenged the carrier's interpretation of the 5% per location deductible Our advocacy and successful negotiations resulted in a claim payment that was $1.5 million greater than the original amount offered by the insurer. • Claims advocacy for Lee County and Lee County School District following Hurricane Ian. Both entities have over $1B Total Insured property Values, and significant claims under their Loss Limit policies and with the NFIP Flood policies. Either can be contacted for a reference for our continued claims advocacy since September 2022. • One of our County clients had a large employment practice claim containing a wide range of allegations. Several of the allegations may not have been covered by insurance but we "convinced" the carrier to provide defense of all allegations because the carrier issued a reservation of rights letter in violation of FS 627. • One of our County clients suffered a fire at their landfill causing extensive damage to the landfill liner. The property carriers originally indicated they would deny the claim because the liner was not "on the schedule." We successfully negotiated a $300,000 settlement based on ambiguous policy language that favored the insured. Our excellent relationship with the carrier and our aggressive advocacy played a large role in our ability to provide coverage for the claim. • After Hurricane Mathew we worked directly with a County's field claims adjuster to maximize claim payments. We also re -worked the claim spreadsheet and order of claim submittal to reduce the impact of the minimum deductible on locations with smaller losses. Finally, we pushed back on the adjuster's interpretation of the 5% deductible application in favor of the County. EXHIBIT B CONTRACT NO. RFP 147386 16.Assist with establishing insurance requirements on City agreements as may be required. Agree. We have assisted many Cities (including the City of Doral, the City of Ft. Lauderdale, and City of Dania Beach in South Florida) with establishing requirements, training of staff, and support to consult and provide minimum insurance requirements within contracts. In fact, our team has provided multiple public presentations concerning these techniques, including within the regional South Florida and Tampa PRIMA meetings in 2024. Understanding Your Liability Transfer Risk Please join Preferred an we diuuu Understinclog oar Liabd ty roofer Risk_ Hatiedew5 cond4:0ns can be Created by Lo traUOrS, SibwMxten. and Vendors w!q ant working on your bNWf. Paul Dawson, ARM-P, Senior Vice President Brown and Brown 17.Attend meetings relative to insurance matters as may be required. Agree. EXHIBIT B CONTRACT NO. RFP 147386 3.3 POST RENEWAL PLACEMENT ACTIONS Successful Proposer shall: 1. Arrange and coordinate any meetings as required between appropriate insurance underwriters or service providers and Risk for the purpose of providing the City's program for insurance coverage. Review the insurance policies for compliance with the insurer's proposals and the City's specifications and obtain revisions when needed in a timely manner. Agree - we have a strict Quality Control protocol to follow concerning policy and endorsement checklists and delivery. Policies are delivered within 30 days of receiving the policies from the carriers. Endorsements are delivered to the City within 24 hours of receipt. 2. Verify the accuracy of each binder, premium audit, or adjustment of other documents received from City's insurers and obtain revisions when needed in a timely manner. Agree. 3. Prepare certificates of insurance and endorsements as requested by the City. Agree. 4. After reviewing, promptly submit originals of the insurance policies and endorsements to the City. Agree - we have a strict Quality Control protocol to follow concerning policy and endorsement delivery. Policies are delivered within 30 days of receiving the policies from the carriers. Endorsements are delivered within 24 hours of receipt. 5. Prepare a schedule of City's insurance policies including the name of the insurer, policy number, term, limits, summary of coverages provided, deductibles/retentions, and the estimated annual premium. Agree, updates to the Schedule of Insurance is provided on a regular basis. 6. Assist in ongoing preparation or guidance with regard to insurance requirements as needed by the City, especially as new operational risks arise. Agree, service provided currently. EXHIBIT B CONTRACT NO. RFP 147386 7. Review the insurance policies for compliance with the insurer's proposals and the City's specifications; obtain revisions when needed in a timely manner. Agree. 8. Schedule quarterly meetings with the City's Risk Management Director, or designee, to discuss loss control issues, exposure changes and general administrative matters. Agree. We will be in constant communication with City staff and will set up an annual schedule for Quarterly Meetings at the City's convenience. EXHIBIT B CONTRACT NO. RFP 147386 c) Provide the names and functions of individuals who will be involved in marketing efforts. Our highest -level account executives are directly involved in the marketing process. Due to the complexities of current risk exposures and an ever -changing marketplace, the City deserves the benefit of market relationships at the highest level of our organization with which to design and negotiate coverages, particularly for specialty lines of coverage. Each year, on each line of coverage, we evaluate opportunities in the marketplace to improve the City's coverages, premiums, and service experience. As there may be multiple access points, including different programs, for each insurer or program, we have engaged our highest -level specialists, including for Public Entity Property and Public Entity Casualty. special Our team includes, but is not limited to the following: MARKETING DIRECTORS - All Lines Direct access to all lines of insurance. Where Excess & Surplus or special programs are available, value-added wholesale brokers may be accessed. Note that Managing General Underwriters/ Agents (MGU/MGA) are not considered intermediaries; access points may vary. Other intermediaries and programs may be utilized if those programs are deemed to be the best value to the City. Michelle Martin - Direct all marketing activities for all lines Robin Russell - Submissions and direct marketing Bill Wilson - Market relationships Kyle Stoekel - Analytics and technical support Gary Raia - Claims Trending PROPERTY MARKETING We will utilize our Bridge Specialty/Peachtree wholesale brokers for property -related functions as much of the City's placement is in the Excess & Surplus Lines marketplace. Elizabeth White - President of Peachtree Special Risk Brokers Malinda Pierce, AVP - Property Broker Josh Gay - Property Broker Nicki Strianese - Property Broker CASUALTY MARKETING Due to special market, expertise and surplus lines relationships, we may utilize our Bridge Specialty/Apex wholesale brokers for casualty placements. Justin Gelati - Executive VP Apex (National Public Entity Casualty Specialist) Robert Hughes - VP Brokerage -Risk Management Tim Staunton - Vice President John Pearce - Associate Broker EXHIBIT B CONTRACT NO. RFP 147386 LONDON PROPERTY BROKERAGE London is an important marketplace for the placement of the City's property insurance program. We utilize executives at the top tier of this Brown & Brown owned brokerage. Glyn Harris - Executive leader Gareth Davies - Associate Director Anthony Strain - Lloyds Broker Blair Cartwright - Lloyds Broker Matt Wyness - Lloyds Broker Russell Hicklin - Lloyds Claims Director d) Describe in detail the Proposer's approach to marketing and how Proposer intends to best represent the City. In addition to having many experienced professionals currently involved in the marketing and placement of the City's coverages, we are currently adding corporate resources which specialize in specific coverages and/or industries. Brown & Brown's ultimate goal with these Enterprise Groups is to provide marketing/placement resources to: • Improve Efficiency • Stimulate collaboration amongst Brown & Brown teammates (so you're not just getting one person's approach, relationship, or opinion.) • Focus on delivering cutting -edge solutions for customers • Utilization of best resources to negotiate insurer's capacity, coverage enhancements, and rates with economies of scale. e) Describe in detail the Proposer's strategy to approach available markets, and how Proposer intends to best represent the City, while making the best use of the City's resources. With limited resources common to public entities, we pride ourselves in streamlining processes for staff to produce information needed to best negotiate insurance coverages. For completion of applications required for each policy, we assist in internal City departmental communications and also provide clerical support to collate collective answers for underwriters. The City procures over 50 insurance policies + 63 National Flood Insurance Program (NFIP) policies for the City annually. These policies renew throughout the year. We have discussed aligning effective dates for efficiency. However, we have found that the varied dates allow for more focus for each line of coverage. Therefore, we are working with the insurance marketplace year-round. We actively seek regular communication and meetings with underwriters for all lines of coverage. EXHIBIT B CONTRACT NO. RFP 147386 We take advantage of City staff's and underwriters' availability at various conferences to meet with us and also current and potential markets. We will coordinate on -site and other underwriter marketing meetings at industry conferences such as PRIMA (Public Risk Managers Association) and RIMS (Risk Management Society) with or without City staff. f) Describe how Proposer has applied the proposed project approach in comparable contracts to make recommendations to improve programs and describe the net effect of those recommendations. • City of Miami marketing strategies o In 2022, the City faced non -renewal of its Casualty Package policy. In employing our Bridge Specialty/Apex Insurance Services team, we ensured best access to available markets. Relationships via Apex included top-level executive influence which resulted in binding coverage with Hudson Insurance Group including important manuscript coverage. o Apex Insurance Services, a Brown & Brown owned specialty wholesale broker, was able to access a new Excess Workers Compensation SIR buffer market before capacity was deployed to the Florida market. As this market has limited underwriting resources, its offering of quotes through Apex's wholesale distribution provided the quickest and most efficient access. • Enterprise Resources employed for other clients in 2022/2023: o CYBER - when anticipating a difficult Cyber insurance renewal for a client's 2022 renewal, we employed our Cyber Enterprise resource. Our Cyber professionals both marketed to various insurers and negotiated with the incumbent to provide significant coverage enhancements and lower premiums: ■ Stipend for cyber security consulting services. Developed plans with vendor for desktop exercise that would be paid directly by insurer. ■ Lower retention ■ Decreased premium ■ Maintain limits (at a time when insurers were restricting capacity) o AIRPORT - utilized the Aviation enterprise resource to negotiate with 2 insurers, which resulted in unseating the incumbent to a new carrier which provided the following benefits: ■ Lower premium ■ Lower retention ■ Additional sublimits ■ Favorable coverage language • The current and proposed Public Entity Property team, including Bridge Specialty/Peachtree Special Risk/Decus Insurance Brokers has produced phenomenal results for our public entity renewals so far in 2024, including decreased premiums and coverage enhancements described in detail herein. EXHIBIT B CONTRACT NO. RFP 147386 g) Provide a list, in order of preference, of the insurance carriers that Proposer can access and would prefer to utilize for placement of coverages on behalf of the City. This would be quite an extensive list due to the diverse risk exposures of the City. In Section 4.1.4: Proposer and Proposer's Key Personnel, Qualifications, Experience and Past Performance, we have provided market lists for Property and Casualty coverages. h) Disclose to the City any markets or underwriters that the Proposer is unable to directly access amongst those currently participating in the City's program. Please see Attachment E, City's Schedule of Insurance. We access all markets on the City's current Schedule of Insurance, including Preferred Governmental Insurance Trust which has a limited retail agency distribution model. Only a select group of Florida agents with governmental insurance expertise are appointed with Preferrred. i) Identify how Proposer shall access the market and list all insurance carriers with whom the Proposer is affiliated, including all intermediaries and/or wholesalers. The following are Brown & Brown subsidiaries that may be utilized to place coverage under this contract. For each line of coverage, we decide the best relationships and market access for each market. For example, for Excess Casualty, the Daytona Beach retail office maintains premium volume and direct marketing relationships with many key markets such as Safety National, Ambridge, and Midwest Employers, Starr, AIG, and others. Traditionally, we will utilize any broker with superior and value-added market access for each placement. We have and will use a combination of market access based on the needs of the client. For example, we may utilize non -Brown & Brown wholesalers such as CRC, AmWins and RT Specialty when they have unique markets or market access. For the City's Marketing and Insurance Placement Team, included in our Price Proposal is: • Brown & Brown Retail direct brokerage services • Specialty brokers within Bridge Specialty (owned by Brown & Brown), including o Peachtree Special Risk Brokers (FL Public Entity Property Specialist) o Apex Insurance Services (Public Entity Casualty Specialist) o Hull & Company (Marine Specialist) • Decus Insurance Brokers (London) • Enterprise specialists including Cyber, Aviation, and Others EXHIBIT B CONTRACT NO. RFP 147386 j) Describe the Proposer's plan to obtain the most cost-effective Insurance Program to meet the needs of the City. Formulating the Marketing Strategy Our approach in formulating a marketing strategy begins with the City's short- and long- term priorities and budgetary needs. We use these priorities to determine how to realistically secure the most cost-effective program based upon market conditions. Analysis of the following information is typical in our pre -renewal process: On -site pre -renewal discussion approximately 4-6 months prior to insurance renewals to develop and confirm short and long-term objectives. Detailed analysis of the current insurance program. Continuous updates concerning market conditions and renewal expectations. Claims and Loss Reports - Analysis of loss runs for each line of coverage. We recommend taking advantage of trend reports available from the TPA. Identify Probable Maximum Loss (PML) statistics for property exposure via Catastrophe modeling and proprietary analytics. Review of Financial Reports, Actuarial Reports as well as Grant, Bond, and Lender Covenants. Develop insurance applications and data required by the market. Gather other beneficial Information - Formal policies and procedures, internal records and reports, information regarding new projects, etc. Initial and updates for budget/cost estimates and self -insured impacts for renewal conceptual programs desired. "Deep dive" strategies include review of: Potential and actual change in state and federal laws that may affect your risk financing program. Effective use and availability of RMIS/TPA reports to produce consistent claims trend analyses. Internal funding of tail liabilities - Commutation if necessary Self -insured loss risk transfer - Loss Portfolio Transfer Increased exposure and funding of future liabilities over the next 5 years. Risk identification and analysis of emerging casualty risk exposures for which insurance products are available vs. self -insured exposure such as Active Shooter and other types of Crisis Management. Analysis of Retention levels vs. Market Availability - included in this discussion is internal Claim reserving practices. EXHIBIT B CONTRACT NO. RFP 147386 Develop Market Submission We will assist you with annual updates required by insurers. Our review of updates includes (but is not limited to): current exposures, changes in operations, marketplace changes, and current claims analysis. We assist in the preparation of required insurance company applications. In addition to applications, the following items are and will be included within an underwriting submission: Underwriting Executive Summary, including exposure overview and risk management strategies. See below illustration of our template for Underwriting Executive Summary providing an expansive view of your risk to the market. Claims reports and analysis, including details for large claims and claim trends. Supplemental information, including news articles, handbooks, procedural manuals, financials, and actuarial reports. Website links, photographs, assembly of special reports, and market narratives are developed to support reliable underwriting data and best represent you in the marketplace. Coordinate Appraisal projects/Trending strategies for keeping accurate, updated property valuations. In-house software including AIR and RMS modeling and RiskMeter which identify property exposures. With our Risk Management Support Fund, we offer $10,000 per contract year that may be used for outside resources to assist in development of underwriting data. These services could include equipment or training to address concerning loss trends, Property Appraisals, and Elevation Certificates (used to identify Flood exposure). For the Property submission, it is important to secure accurate insured asset characteristics, so we scrub the Property Statement of Values (SOV) annually. We will assist in collecting any missing information, including site inspections if needed. We will make sure the SOV information is as complete as possible, including suggested Property Valuation updates, ensuring that modeling software outputs the best Probable Maximum Loss (PML) results. We provide detailed and tailored submissions to prevent commoditization. This allows your account to stand out and provides personalized results while strengthening relationships with underwriters. Below is an example submission: EXHIBIT B CONTRACT NO. RFP 147386 Underwriting Executive Sunnnary - Property Insurance Coverages Effective 2/30/2022 - 2/30/2023 As of February 30, 2022 Brown & Brown is currently contracted with the City of XYZ for Insurance Brokerage Services relating to all lines of Property and Casualty Insurance. This Summary concerns Property, Inland Marine, Automobile Physical Damage, Terrorism, and Equipment Breakdown. CITY PROFILE The City ofXYZ's ‘4,rebsite is very informative: http://www.xyzcitytbd.com. A snapshot of the City is below: Population: $750,000 Land Area: 50 Square Miles Payroll: $500,000,000 Employees: 7,500 General Fund: $750,000,000 Vehicles: 7,.500 Total Insured Value: $5,000,000,000 The City has seven major operating departments: Utilities, Police, Fire. Solid Waste, Parks & Recreation, General Services and Public Works. A Comprehensive Annual Financial Report and CIP plan has been provided with this submission. The City has consistently exercised strong financial controls and conservative budgeting and are rated A+ by Standard & Poor's and Moody's primary bond rating is Aa2. COVERAGE OVERVIEW Line of Coverage !n su r®- Limiis/Coverage Uethctilslc Props it, s=_a A rta c' dProperEy Wind: Flood, 3t_' t' ' 5FF6: Flood.._=-- -E.. I:-=_:Irrcludedt=^_-______o r... Jtr:=_r r=• :: T . Ibrsxaranse 5tructure.a Wart Overview Included t_=A_.___ .__ J Includedta_ a_.___ __- Ir,cIudedto "__.___.___' SE 1Q:30a= $750paa.11Other PeNis, except: $ICr7,•: i:f or 3n'y atherF load Loss 5%:•E' a_3ta- far NamedStorm and 5F1t.sper location Wit' a==.= :ert to 5100,•}a7 MI nl mum a nd 10.5.57.J:: RA3i ^-_:,- . Terrorism [certified and Non -Certified'. Best Ina_ '3 __ __._._ T... __L____.______ ___ _ ___ :. _3^'a'a5 __. :X.. _7C 'c_.. :7C. _:c _ _= :. = x_ __-._X 55=.7C=' ___. 7C_ _ _ _ ==roceurrence Inland Marine- Engineered Risk unIImired sscurance Fantastic Insurance ITV: =-_ ___ ___ _,. __..,__ ___ ___ .: _ _-`_.___.___ _ ._ _ _.___.____ ry 1_.7C5.___._x .- ___- ,_ _ • .Mind.3%Flapel =.=_�7Mhn:r--.--- ._° �.:-T. r.13X'^urn Equipment Breakdown wonde rfu l P reperty & Casualty TIY: $900p051,000 $5.070.,05gOO7 $5,050 Pe rClccurrence .124 Flours El EXHIBIT B CONTRACT NO. RFP 147386 The below sample modeling analytic results show the Probable Maximum Loss (PML), Average Annual Loss (AAL), and Standard Deviations (SD). This report is computed after our initial exposure data analysis. This information assists us in determining appropriate policy limits and identifying areas that modeled the highest average annual loss. Return Periods Avg Annual Loss Std Deviation 50 Year 1DD Year 25D Year 500 Year 1000 Year EV SD 2% PE 1 " PE 0.4% PE 0.2% PE D.1 % PE RMS (2014) $3,798,991 317,550,94' �50,591,025 $79,773,939 $127,845,582 72,692,391 $225,048,671 RMS (2015) $2,151,510 $11,006,81: 30,739 3' $50,032,767 $80,885207 `08,868,738 $141,337,685 RMS (2016) $2,543,564 314,375,5E..; 25,136.2• $58,783,926 $99,379,351 40,319,523 $192,368,427 RMS (2017) S2,346,247 313,468,601 _32,501.2. 354,830,744 393,128,021 `31,642,283 $180,588210 RMS (2018) $2,115,180 $12,688,25; :20,189.0- $52,095,964 $88,340,082 `23,673,695 3169,099,2.49 RIM S (2019) $1,659,543 311,047,81 :. 23,744,247 347,203,395 $84,571,081 ` 16,788,833 $155,760,003 R1V1S (2020) $1,432,173 $12,620,871 S13,597,053 $46253,963 $101,351,518 S142,349,118 $189,731,809 $250,000,000 -, $200,000,000 $150,000,000 $100,000,000 $ 50,000,000 Zl Avg Annual Std Deviation 5l} Year Loss The RMS modeling is being provided to you as an illustration of modeling programs rahich may be used by the undenvjriters in evaluating a particular risk_ 100 Year 250 Year 500 Ye a r 1000 Yea r RMS {d 14} RMS {.d115} RMS (2016) • RMS (2117} • RMS {2] 12) • RMS {Y120} EXHIBIT B CONTRACT NO. RFP 147386 Section 4.1.6 Proposed Price EXHIBIT B CONTRACT NO. RFP 147386 Section 4.1.6: Proposed Fee The Proposer shall state its price for providing all services described within this Solicitation. Proposer shall submit pricing stated as a flat, fixed fee per year, which shall include all Proposer compensation necessary for the requested services. The Proposer must use Attachment D, Price Proposal, in its current form and format. Edits, additions, alternative pricing structures, etc. to Attachment D will be deemed non -responsive and will not be considered for contract award. Likewise, the use of any other forms and/or modification of City forms will result in the rejection of the Proposer's proposal submittal. Per Price Proposal Response Form Attachment D: We will provide the same flat fee for the initial 3 year term, with approximately 3% escalations for the two (2) Annual Options to Renew. $525,000 Annual Broker Fee for each of the 3 Year Initial Term x 3 Years = $1,575,000 $540,000 Annual Broker Fee for Option To Renew Year 1 $555,000 annual Broker Fee for Option To Renew Year 2 *Includes Value Added Risk Management Support Fund: $10,000 Annual Per Contract Year (5-year Contract value $50,000.) *Brown & Brown Public Sector agrees to provide a fixed flat fee for all services proposed on the attached Fee Form. Brown & Brown Public Sector will provide quotes and policies net of commission whenever allowed by insurers. Brown & Brown Public Sector will immediately return any commission received from carriers whose underwriting and quotation systems require commission inclusion. The exception to this condition is with the policies that are written in the National Flood Insurance Program. This program is a Federal program falling under the direction of FEMA. In April 2012 FEMA issued a memorandum of understanding directing the administrators (underwriting and policy issuance companies) to prohibit the practice of rebating or returning of commissions for flood policies written in the National Flood Insurance Program. The actual Memo from FEMA is included at the end of this section. Violations of this directive can result in agents having the contracts with NFIP administrators revoked. Consequently, Brown & Brown attorneys have determined that in order to maintain our good standing with NFIP and supporting administrators we must comply with this directive for all NFIP policies and all broker agreements. EXHIBIT B CONTRACT NO. RFP 147386 City of Miami Solicitation 1496386 City of Miami - Attachment D RFP 1471386 PRICE PROPOSAL INSTRUCTIONS: The Proposer shall state the not -to -exceed price for providing all Insurance Brokerage Services as stated in the Scope of Services. The price includes all costs associated with providing these services_ A. Insurance Brokerage Services — Initial Three (3) years $ 525,000 (Annual Broker Fee) X 3 Years (Initial Term) _ $ 1,575,000 (Total for Initial Term) B. Insurance Brokerage Services Option to Renew Years (2 vears) Option to Renew Years 1 2 Annual Broker Fee $ 540.000 $ 555,000 The Proposer shall state its price for providing all services described within this Solicitation. Proposer shall submit pricing stated as a flat, fixed fee per year, which shall include all Proposer compensation necessary for the requested services. The fee proposed by the broker shall take into account all costs to provide the brokerage services identified in this RFP, including any commissions or fees charged by intermediaries (e.g., wholesale brokers) and/or commissions received or to be received by intermediaries for the placement of insurance coverage(s). The proposer must use this Attachment D, Price Proposal, in its current form and format. Edits, additions, and/or alternative pricing structures to Attachment D will be deemed non- responsive and will not be considered for contract award. Likewise, the use of any other forms and/or modification of City forms will result in the rejection of the Proposers proposal submittal. NOTE: Any fees and/or commissions taken by the Proposer, broker(s), and/or any intermediaries in the placement of insurance coverage(s) must be disclosed to the City. The amount of annual commission shall reduce the broker's fee by the amount of the commission. For example, if the broker fee is S10.00 and the commission is $1.00, then the net broker fee charged by the broker is reduced by the broker to $9.00. "Exception - Standard NFIP Flood Commissions, per Addendum #6, Q&A 10 are in addition to the Annual Broker Fees identified Above. 34/2024 1.31 PM p_ 15 EXHIBIT B CONTRACT NO. RFP 147386 U.S. Department of Homeland ecni ir. 500 C Street, SW Washington, DC 20472 FEMA W-12026 April 4. 2012 MEMORANDUM TO: Write Your Own (WYO) Principal Coordinators and the National Flood Insurance Program (NFIP) Servicing Agent FROM: Edward L. Connor Deputy Associate Administrator for Federal Insurance SUBJECT: Rebating of Agents' Commissions Insurance rebating is a practice whereby insurance agents return a portion of their commission or something else of value to applicants to induce the purchase of insurance. Insurance rebating is confusing to consumers. and it has been the source of many complaints from agents and companies. The Federal Innsurarnce and Mitigation Administration (FIMA) has received inquiries over the past several years from interested parties, inside and outside of the insurance industry. expressing divergent views on the ivanner in which the National Flood Insurance Program (NFIP) should address insurance rebating. After careful consideration. FIMA. has concluded that the goals of the NFIF are better served by a system ofuniform national pricing that will ensure that policyholders pay the sainie price for the same risk. FEMA does not directly regulate insurance agents who sell Standard Flood Insurance Policies. Pursuant to 44 C.F.R. Section 62.23 and the Financial Assistance/Subsidy Arrangement. 44 C.F.R. Part 62, Appendix A. however. FEMA administers the NFIP and sets standards governing the activities of participating WYO Companies related to the sale and marketing of flood insurance. Accordingly. effective October 1. 2012. WYO Companies shall not authorize the rebating of commissions on new or renewal NFIP policies. Any questions regarding this matter should be directed to nun de la Cruz. Underwriting Branch Chief National Flood Insurance Program. Federal Insurance and Mitigation Administration. at jhun.de-la-crliz dhs. gov. EXHIBIT B CONTRACT NO. RFP 147386 Rebating of Agents" Commissions pi114,2012 ?ate 2 Thank you for your cooperation. cc: Vendors. IBM . FIPNC, and Government Technical Representative Required Routing: Claims, Marketing. Underwriting EXHIBIT B CONTRACT NO. RFP 147386 Required Forms EXHIBIT B City of Miami - Attachment C City of Miami Solicitation 1496386 CONTRACT NO. RFP 147386 RFQ 1471386 Insurance Brokerage Services - Reference Submittal Form FIRM NAME: Risk Management Associates, Inc. Reference Section 2.7 Summarized Requirements: Refer to the details in Section 2, Special Conditions, to verify that the information provided will suffice as proof of meeting the requirements of this solicitation. Past Performance Reference Check #1 Company/Organization Name: Palm Beach County BOCC Address: 100 Australian Avenue, Suite 200, West Palm Beach, FL 33406 Contact Person:Scott Marting - Director of Risk Management Contact Phone Number:(561) 233-5400 Contact Email (if applicable): smarting@pbcgov.org Date of Contract or Sale: 10/01/2021 (Current Contract) Prime or Subcontractor: Prime Other (Description of Service. Total dollar value of Contract, etc.): Insurance Placement and Risk Management Consulting similar to services requested in this RFP. Results are favorable for a broad array of successful projects completed over the past 3 years continuous relationship. Service team includes those providing and proposed to provide services for City's project. Annual insurance spend is over $15,000,000. Past Performance Reference Check #2 Company/Organization Name: City of Ft. Lauderdale Address: 100 N. Andrews Avenue, 3rd Floor, Fort Lauderdale, FL 33301 Contact Person:Guy Hine - Risk Manager Contact Phone Number:(954) 828-5177 Contact Email (if applicable):ghine@fortlauderdale.gov Date of Contract or Sale:12/19/2021 Prime or Subcontractor: Prime Other (Description of Service. Total dollar value of Contract, etc.): Insurance Placement and Risk Management Consulting similar to services requested in this RFP. Results are favorable for a broad array of successful projects completed over the past 15 year continuous relationship. Service team includes those providing and proposed to provide services for City's project. Annual Insurance Spend is over $6,000,000. 1 3/4/2024 1:31 PM p. 13 EXHIBIT B City of Miami - Attachment C City of Miami Solicitation 1496386 CONTRACT NO. RFP 147386 RFQ 1471386 Insurance Brokerage Services - Reference Submittal Form Past Performance Reference Check #3 Company/Organization Name: City of Jacksonville Address:117 West Duval Street, Jacksonville, FL 32202 Contact Person: Tracy Flynn, AIC, AIS - Chief of Risk Management Contact Phone Number: (904) 255-5310 Contact Email (if applicable):tflynn@coj.net Date of Contract or Sale:2018 Prime or Subcontractor: Prime Other (Description of Service, Total dollar value of Contract, etc.): Insurance Placement and Risk Management Consulting similar to services requested in this RFP. Results are favorable for a broad array of successful projects completed over the past 6 years continuous relationship. Service team includes those providing and proposed to provide services for City's project. Annual Insurance Spend is over $15,000,000. 2 3/4/2024 1:31 PM p. 14 City of Miami EXHIBIT B City of Miami - Attachment D Solicitation 1496386 CONTRACT NO. RFP 147386 RFP 1471386 PRICE PROPOSAL INSTRUCTIONS: The Proposer shall state the not -to -exceed price for providing all Insurance Brokerage Services as stated in the Scope of Services. The price includes all costs associated with providing these services. A. Insurance Brokerage Services — Initial Three (3) years $ 525,000 (Annual Broker Fee) X 3 Years (Initial Term) = $ 1,575,000 (Total for Initial Term) B. Insurance Brokerage Services — Option to Renew Years (2 years) Option to Renew Years Annual Broker Fee 1 $ 540,000 2 $ 555,000 The Proposer shall state its price for providing all services described within this Solicitation. Proposer shall submit pricing stated as a flat, fixed fee per year, which shall include all Proposer compensation necessary for the requested services. The fee proposed by the broker shall take into account all costs to provide the brokerage services identified in this RFP, including any commissions or fees charged by intermediaries (e.g., wholesale brokers) and/or commissions received or to be received by intermediaries for the placement of insurance coverage(s). The proposer must use this Attachment D, Price Proposal, in its current form and format. Edits, additions, and/or alternative pricing structures to Attachment D will be deemed non- responsive and will not be considered for contract award. Likewise, the use of any other forms and/or modification of City forms will result in the rejection of the Proposer's proposal submittal. NOTE: Any fees and/or commissions taken by the Proposer, broker(s), and/or any intermediaries in the placement of insurance coverage(s) must be disclosed to the City. The amount of annual commission shall reduce the broker's fee by the amount of the commission. For example, if the broker fee is $10.00 and the commission is $1.00, then the net broker fee charged by the broker is reduced by the broker to $9.00. *Exception - Standard NFIP Flood Commissions, per Addendum #6, Q&A 10 are in addition to the Annual Broker Fees identified Above. 3/4/2024 1:31 PM p. 15 City of Miami Solicitation 1496386 H$YITaBii - Attachment E CONTRACT NO. RFP 11477186 CITY OF MIAMI LOCAL OFFICE CERTIFICATION (City Code, Chapter 18, Article III, Section 8-73) Solicitation Type and Number: RFP No. 47� 386 (i.e. IFQ/IFB/RFP/RFQ/RFLI No. 123456) Solicitation Titl Insurance Brokerage Services N/A (Bidder/Proposer) he reby certifi 's compliance with the Local Office requirements st tted under Chapter 18/Article III, Section 18-73, of the Code of the City of Miami, Florida, as amended. Local office me ins a busine ;s within the city which meets all o the followi sg criteria: (1) Has lad a staffe 1 and fixed office or distribution point, operating within a permanent structure with a verifiable street address that is located within the corporate limits of the city, for a minimum of twelve (12) months i nmediately preceding the date bids or proposals w ,re received or the purchase or contract at issue; for purposes of this secti )n, "staffed" shall mean verifiable, fu 1-time, on -site employment at the local office for a minimu of forty (40) hours per calendar week, whether is a duly au horized employee, officer, principal r owner of the local business; a post office box shall not be sufficient to constitute a local office within the city; (2) If the business is located in the permanent structure pur ;uant to a lease, such lease must be in writing, for a term of to less than welve (12) months, been in effect for no less than the twelve (12) months immediately precedin ; the date bids or proposals were received, and pe available for review and approval by the chief procurement officer o - its designee; for recently -executed leases that hay been in effect for any period less than the twelve (12) mont is immediately preceding the date bids or proposals were received, a prior fully -executed lease within the corporate limits of the city that documents, in writing, continuous business residence within the corporate limits of the city for a term of no less than the twe we (12) months immediately preceding the date bids or proposals were received shall be acceptable to satisfy the requirements pf this section, and shall be available f r review a .d approval by the chief procurement officer or its designee; furt ier requiring that historical, cleared rent checks o other rent p lyment documentation in writing that documents local office tenancy shall be available for review a d approval by the chief procurement officer or its d signee; (3) Has iad, for a inimum of twelve (12) months imm ;diately preceding the date bids or proposals were received for the purchase or contract at issue, a current bus ness tax rec ;ipt issued by both the city and Miami - Dade Co inty, if appli able; and (4) Has iad, for a inimum of twelve (12) months imm ;diately preceding the date bids or proposals were received for the pure lase or contract at issue, any license or certificat ; of competency and certificate of use required by either the city or Miami -Dade County that aut orizes the p ;rformance of said business operation and (5) Has certified in writing its compliance with the foregoing at the time of submitting its bid or proposal to be eligible f )r considerat on under this section; provided, howe rer, that the burden of proof to provide all supporting documentation in support of this local office certification is borne by the business applicant submitting a bid or proposal. 1 FORM -City of Miami Lo :al Office Certification 3/4/,rt�Qd)r'g1 PM p. 32 City of Miami EKI-tfRITaBii - Attachment E Solicitation 1496386 CONTRACT NO. RFP 114771386 PLEASE PROVIDE THE FOLLOWING INFORMATION: Bidder/Proposer Local Office Address: NIA Does Bidder/Proposer conduct verifiable, full- time, on -site employment at the local office for a minimum of forty (40) hours per calendar week? YES NO ❑ ❑ If Bidder/Proposer's Local Office tenancy is pursuant to a lease, has Bidder/Proposer enclosed a copy of the lease? ❑ YES ❑ NO ❑ N/A Has Bidder/Proposer enclosed a copy of the Business Tax Receipt (BTR) issued by the City of Miami and Miami -Dade County? City of Miami: Cite Exemption: NO Exempt ❑ YES ❑ ❑ Miami -Dade County: Cite Exemption: ❑ YES ❑ NO ❑ Exempt Has Bidder/Proposer enclosed a copy of the license, certificate of competency and certificate of use that authorizes the performance of Bidder/Proposer's business operations? YES NO ❑ ❑ Bidder/Proposer's signature below certifies compliance with the Local Office requirements stated under Chapter 18/Article III, Section 18-73, of the Code of the City of Miami, Florida, as amended. Print Name (Bidder/Proposer Authorized Representative) Signature Date 2 FORM -City of Miami Local Office Certification 3/4/,r Q y 6141 PM p. 33 City of Miami Solicitation 1496386 EN-tlth1TaRi - Attachment E CONTRACT NO. RFP 141771386 STATE OF FLORIDA COUNTY OF Certified to and subscribed before me this day of , 20 , by (NOTARY SEAL) (Signature of Notary Public -State of Florida) (Name of Notary Typed, Printed, or Stamped) Personally Known OR Produced Identification Type of Identification Produced 3 FORM -City of Miami Local Office Certification 3/402?a341 PM p. 34 City of Miami EXHIBIT B Certification Statement Request for Proposals (RFP) 1471386 Solicitation 1496386 CONTRACT NO. RFP 147386 Please quote on this form, if applicable, net prices for the item(s) listed. Return signed original and retain a copy for your files. Prices should include all costs, including transportation to destination. The City reserves the right to accept or reject all or any part of this submission. Prices should be firm for a minimum of 180 days following the time set for closing of the submissions. In the event of errors in extension of totals, the unit prices shall govern in determining the quoted prices. We (I) certify that we have read your solicitation, completed the necessary documents, and propose to furnish and deliver, F.O.B. DESTINATION, the items or services specified herein. The undersigned hereby certifies that neither the contractual party nor any of its principal owners or personnel have been convicted of any of the violations, or debarred or suspended as set in section 18-107 or Ordinance No. 12271. All exceptions to this submission have been documented in the section below (refer to paragraph and section). EXCEPTIONS: We (I) certify that any and all information contained in this submission is true; and we (I) further certify that this submission is made without prior understanding, agreement, or connection with any corporation, firm, or person submitting a submission for the same materials, supplies, equipment, or service, and is in all respects fair and without collusion or fraud. We (I) agree to abide by all terms and conditions of this solicitation and certify that I am authorized to sign this submission for the submitter. Please print the following and sign your name: PROPOSER NAME: Risk Management Associates, Inc. ADDRESS: 300 North Beach Street, Daytona Beach, FL 32114 PHONE:(386) 239-7245 FAX: (386) 239-4049 EMAIL: Matt.Montgomery@bbrown.com CELL(Optional): (850) 528-7423 SIGNED BY: TITLE:Executive Vice President DATE: 4/24/2024 FAILURE TO COMPLETE, SIGN, AND RETURN THIS FORM SHALL DISQUALIFY THIS RESPONSE 3/4/2024 1:31 PM p.36 EXHIBIT B City of Miami Certifications Request for Proposals (RFP) 1471386 Solicitation 1496386 CONTRACT NO. RFP 147386 Legal Name of Firm: Risk Management Associates, Inc. Entity Type: Partnership, Sole Proprietorship, Corporation, etc. Corporation Firm's Federal Employer Identification Number ("FEIN/EIN"): 59-2445801 Year Established: Brown & Brown, Inc. - 1939; Risk Management Associates, Inc. - 1992 Office Location: City of Miami, Miami -Dade County, or Other: City of Daytona Beach Business Tax Receipt/Occupational License Number: BT-65997 Business Tax Receipt/Occupational License Issuing Agency: City of Daytona Beach Business Tax Receipt/Occupational License Expiration Date: 9/30/2024 Will Subcontractor(s) be used? (Yes or No) No If subcontractor(s) will be utilized, provide their name, address and the portion of the work they will be responsible for under this contract (a copy of their license(s) must be submitted with your bid response). If no subcontractor(s) will be utilized, please insert N/A.: Please list and acknowledge all addendum/addenda received. List the addendum/addenda number and date of receipt (e.g., Addendum No. 1, 3/15/2024). If no addendum/addenda was/were issued, please insert N/A. Addendum #s - 1-3/26/24; #2-4/19/24; #3-5/13/24; #4-5/13/24; #5-5/13/24; #6-5/13/24 Changes - 3/29/24; 4/26/24; 5/2/24 Has Proposer reviewed the attached Sample Professional Services Agreement? Yes / No Yes Acknowledge that if awarded, Proposer will be required to execute the Professional Services 3/4/2024 1:31 PM p.37 City of Miami Solicitation 1496386 EXHIBIT B CONTRACT NO. RFP 147386 Request for Proposals (RFP) 1471386 Agreement in substantially the attached form. In addition, Proposer must acknowledge that certain clauses (including #2 Term, #6 Audit and Inspection Rights and Records Retention, #8 Public Records, #9 Compliance with Federal, State and Local Laws, #10 Indemnification/Hold Harmless/Duty to Defend, #13 Termination; Obligation Upon Termination, #15 Nondiscrimination, and # 23 City Not Liable for Delays) are non-negotiable. Agree. We reserve the right for our Legal Team to review and approve final contract terms. FAILURE TO COMPLETE, SIGN, AND RETURN THIS FORM SHALL DISQUALIFY THIS RESPONSE 3/4/2024 1:31 PM p. 38 EXHIBIT B CONTRACT NO. RFP 147386 Tit-u 1 `' farm ANNIE PEREZ, CPPO ARTHUR NORIEGA V Procurement Director City Manager ADDENDUM NO. 1 RFP NO. 1471386 March 26, 2024 REQUEST FOR PROPOSALS FOR INSURANCE BROKERAGE SERVICES The following changes, additions, clarifications, and deletions amend the RFP documents of the above -captioned RFP and shall become an integral part of the Contract Documents. Deletions of contract language will be specified herein. Bold words and/or figures shall be added. The remaining provisions are now in effect and remain unchanged. Please note the contents herein and affix it to the documents you have on hand. The deadline for the submission of Proposals has been changed to Tuesday, April 23, 2024, at 5:00 PM. Any questions or clarifications concerning this solicitation shall be submitted by email or facsimile to the Procurement Department, Attn: James Justin Griffin; Email: JGriffinAmiamigov.com. THIS ADDENDUM IS AN ESSENTIAL PORTION OF THE RFP AND SHALL BE MADE A PART THEREOF. ALL OTHER TERMS AND CONDITIONS OF THE RFP REMAIN THE SAME. 4. cazza,249)„... fo r Annie Perez, CPPO Director of Procurement/Chief Procurement Officer City of Miami Procurement Department AP:jg cc. Ann -Marie Sharpe, Director, Risk Management Yadissa A. Calderon, CPPB, NIGP-CPP, Assistant Director of Procurement This Addendum shall be signed by an authorized representative and dated by the Proposer and submitted as proof of receipt with the submission of the Proposal. NAME OF FIRM: Risk Management Associates, Inc. DATE:4/24/2024 SIGNATURE: EXHIBIT B CONTRACT NO. RFP 147386 (.Li1 1 tarni ANNIE PEREZ, CPPO ARTHUR NORIEGA V Procurement Director City Manager ADDENDUM NO. 2 RFP NO. 1471386 March 29, 2024 REQUEST FOR PROPOSALS FOR INSURANCE BROKERAGE SERVICES The following changes, additions, clarifications, and deletions amend the RFP documents of the above -captioned RFP and shall become an integral part of the Contract Documents. Deletions of contract language will be specified herein. Bold words and/or figures shall be added. The remaining provisions are now in effect and remain unchanged. Please note the contents herein and affix it to the documents you have on hand. A Sample Professional Services Agreement has been included in the Documents Section of Periscope as Attachment F. Any questions or clarifications concerning this solicitation shall be submitted by email or facsimile to the Procurement Department, Attn: James Justin Griffin; Email: JGriffin(a_miamigov.com. THIS ADDENDUM IS AN ESSENTIAL PORTION OF THE RFP AND SHALL BE MADE A PART THEREOF. ALL OTHER TERMS AND CONDITIONS OF THE RFP REMAIN THE SAME. G,a:c� 4. �'�E for Annie Perez, CPPO Director of Procurement/Chief Procurement Officer City of Miami Procurement Department AP:jg cc. Ann -Marie Sharpe, Director, Risk Management Yadissa A. Calderon, CPPB, NIGP-CPP, Assistant Director of Procurement EXHIBIT B CONTRACT NO. RFP 147386 This Addendum shall be signed by an authorized representative and dated by the Proposer and submitted as proof of receipt with the submission of the Proposal. NAME OF FIRM: Risk Management Associates, Inc. SIGNATURE: DATE: 4/24/2024 City of Miami Solicitation 1496386 EXHIBIT B CONTRACT NO. RFP 147386 Tau 0 Iw i mi ANNIE PEREZ, CPPO ARTHUR NORIEGA V Procurement Director City Manager ADDENDUM NO. 3 RFP NO. 1471386 April 19, 2024 REQUEST FOR PROPOSALS FOR INSURANCE BROKERAGE SERVICES The following changes, additions, clarifications, and deletions amend the RFP documents of the above -captioned RFP and shall become an integral part of the Contract Documents. Deletions of contract language will be specified herein. Bold words and/or figures shall be added. The remaining provisions are now in effect and remain unchanged. Please note the contents herein and affix it to the documents you have on hand. The deadline for the submission of Proposals has been changed to Tuesday, April 30, 2024, at 5:00 PM. All inquiries received in advance of the Deadline for the Receipt of Request for Clarification will be addressed in a future addendum to the RFP. THIS ADDENDUM IS AN ESSENTIAL PORTION OF THE RFP AND SHALL BE MADE A PART THEREOF. ALL OTHER TERMS AND CONDITIONS OF THE RFP REMAIN THE SAME. Annie Perez, CPPO Director of Procurement/Chief Procurement Officer City of Miami Procurement Department AP:jg cc. Ann -Marie Sharpe, Director, Risk Management Pablo Velez, Senior Assistant City Attorney Yadissa A. Calderon, CPPB, NIGP-CPP, Assistant Director of Procurement 4/19/2024 4:25 PM p. 115 City of Miami Solicitation 1496386 EXHIBIT B CONTRACT NO. RFP 147386 This Addendum shall be signed by an authorized representative and dated by the Proposer and submitted as proof of receipt with the submission of the Proposal. NAME OF FIRM: Risk Management Associates, Inc. DATE: 4/24/2024 SIGNATURE: 4/19/2024 4:25 PM p. 116 EXHIBIT B CONTRACT NO. RFP 147386 (.Li1 1 tarni ANNIE PEREZ, CPPO ARTHUR NORIEGA V Procurement Director City Manager ADDENDUM NO. 4 RFP NO. 1471386 April 26, 2024 REQUEST FOR PROPOSALS FOR INSURANCE BROKERAGE SERVICES The following changes, additions, clarifications, and deletions amend the RFP documents of the above -captioned RFP and shall become an integral part of the Contract Documents. Deletions of contract language will be specified herein. Bold words and/or figures shall be added. The remaining provisions are now in effect and remain unchanged. Please note the contents herein and affix it to the documents you have on hand. The deadline for the submission of Proposals has been changed to Tuesday, May 7, 2024, at 5:00 PM. All inquiries received in advance of the Deadline for the Receipt of Request for Clarification will be addressed in a future addendum to the RFP. THIS ADDENDUM IS AN ESSENTIAL PORTION OF THE RFP AND SHALL BE MADE A PART THEREOF. ALL OTHER TERMS AND CONDITIONS OF THE RFP REMAIN THE SAME. Annie Perez, CPPO Director of Procurement/Chief Procurement Officer City of Miami Procurement Department AP:jg cc. Ann -Marie Sharpe, Director, Risk Management Pablo Velez, Senior Assistant City Attorney Yadissa A. Calderon, CPPB, NIGP-CPP, Assistant Director of Procurement EXHIBIT B CONTRACT NO. RFP 147386 This Addendum shall be signed by an authorized representative and dated by the Proposer and submitted as proof of receipt with the submission of the Proposal. NAME OF FIRM: Risk Management Associates, Inc. SIGNATURE: DATE: 5/06/2024 EXHIBIT B CONTRACT NO. RFP 147386 (.Li1 1 tarni ANNIE PEREZ, CPPO ARTHUR NORIEGA V Procurement Director City Manager ADDENDUM NO. 5 RFP NO. 1471386 May 1, 2024 REQUEST FOR PROPOSALS FOR INSURANCE BROKERAGE SERVICES The following changes, additions, clarifications, and deletions amend the RFP documents of the above -captioned RFP and shall become an integral part of the Contract Documents. Deletions of contract language will be specified herein. Bold words and/or figures shall be added. The remaining provisions are now in effect and remain unchanged. Please note the contents herein and affix it to the documents you have on hand. The deadline for the submission of Proposals has been changed to Tuesday, May 21, 2024, at 5:00 PM. All inquiries received in advance of the Deadline for the Receipt of Request for Clarification will be addressed in a future addendum to the RFP. THIS ADDENDUM IS AN ESSENTIAL PORTION OF THE RFP AND SHALL BE MADE A PART THEREOF. ALL OTHER TERMS AND CONDITIONS OF THE RFP REMAIN THE SAME. Annie Perez, CPPO Director of Procurement/Chief Procurement Officer City of Miami Procurement Department AP:jg cc. Ann -Marie Sharpe, Director, Risk Management Pablo Velez, Senior Assistant City Attorney Yadissa A. Calderon, CPPB, NIGP-CPP, Assistant Director of Procurement EXHIBIT B CONTRACT NO. RFP 147386 This Addendum shall be signed by an authorized representative and dated by the Proposer and submitted as proof of receipt with the submission of the Proposal. NAME OF FIRM: Risk Management Associates, Inc. SIGNATURE: DATE: 05/06/2024 EXHIBIT B CONTRACT NO. RFP 147386 (.Li1 1 tarni ANNIE PEREZ, CPPO ARTHUR NORIEGA V Procurement Director City Manager ADDENDUM NO. 6 RFP NO. 1471386 May 13, 2024 REQUEST FOR PROPOSAL FOR INSURANCE BROKERAGE SERVICES The following changes, additions, clarifications, and deletions amend the RFP documents of the above -captioned RFP and shall become an integral part of the Contract Documents. Deletions of contract language will be specified herein. Bold words and/or figures shall be added. The remaining provisions are now in effect and remain unchanged. Please note the contents herein and affix to the documents you have on hand. A. Attachment F, Sample Professional Services Agreement, is relabeled as Attachment I. B. A transcript of the recording from the Voluntary Virtual Pre -Proposal Conference, which was held on February 22, 2024, has been included in the Documents Section of Periscope (BidSync) as Attachment J. C. The City's Flood Schedule for 2024 — 2025 has been added in the Documents Section of Periscope as Attachment K. D. A Master Property Schedule, in MS Excel format, has been included in the Documents Section of Periscope as Attachment L. E. The following are inquiries received from Prospective Proposers and the City's corresponding responses: Q1: Can the City provide Attachment H, Master Property Schedule, in MS Excel format? Al: Refer to Section D above. Q2: Has the City performed on -site physical property valuations within the past five (5) years? A2: No. 1 EXHIBIT B CONTRACT NO. RFP 147386 Q3: Does the City apply a building value trend factor annually? A3: No. Q4: Is the City considering having property valuations performed? A4 Yes, the City will independently procure appraisal services. Q5: Are insurance premiums and costs allocated back to the different facilities and/or departments? A5: Yes. Q5: Is the reason for publishing this RFP due to the standard bid cycle timing or is this an "off -cycle" RFP? A5: The standard bid cycle timing is the reason for publishing. Q6: What is the current fee level of compensation for the incumbent broker? A6: The current fee is sixty five thousand dollars ($65,000.00) annually. Q7: Does the current broker receive any additional compensation other than broker fees? A7: Yes, but not directly from the City of Miami. Q8: Does the current broker receive any risk control service fees? A8: No. Q9: Does Brown & Brown utilize PRIA, Bridge Specialty Group, or one of its program arms to place the property coverage? A9: Yes. Q10: If NFIP/Flood placements include commissions that cannot be netted out, then will the contracted broker be allowed to take those commissions in addition to the proposed compensation? A10: Yes. 2 EXHIBIT B CONTRACT NO. RFP 147386 Q11: Who are the current wholesalers being used to access domestic and global markets? All: Apex Insurance Public Entities Casualty Specialists (Brown and Brown); Peach Tree Special Risk aka Bridge Specialty (Brown and Brown); Decus Insurance Broker Limited (Brown and Brown); Hull &Company (Brown and Brown); and Avion Insurance. Q12: Do the current wholesalers being used to access domestic and global markets disclose their compensation to the City? Al2: No. Q13: Pursuant to Attachment D, Price Proposal, and the proposed price described in Section 4.1.6 of the RFP, please clarify that the price proposed by each respondent should include all commissions and fees charged by all owned, non - owned, both domestic and international intermediaries, including but not limited to, wholesale brokers for the placement of insurance coverages for the City? A13: Yes, this statement is confirmed. Q14: Does the City plan to conduct (yearly or periodic) audits of all commissions and fees collected by the selected proposer that includes all commission and fees charged by all owned, non -owned, both domestic and international intermediaries, including but not limited to wholesale brokers for the placement of insurance coverages for the City, to verify compliance of annual broker fee disclosure and reduction of said fee? A14: The City reserves the right to perform an audit. Q15: Does the current Annual Broker Fee include all compensation for all owned wholesalers/intermediaries and all non -owned wholesalers/intermediaries? A15: No. Q16: Please provide the Broker compensation disclosures provided by the current Broker. A16: As of April 1, 2024, the following compensations were disclosed: Broker Fees in the amount of $65,000.00 + NFIP Commissions in the amount of $57,120.00. Thus, the total amount is $122,120.00 or .86% of total premiums; and Commission to domestic excess/surplus lines wholesalers is in the amount of $588,448 or 4.15% of total premiums. 3 EXHIBIT B CONTRACT NO. RFP 147386 Q17: Please provide a list of policies placed through wholesalers and/or intermediaries. A17: Property and casualty placements are done through Apex Insurance and Bridge Specialty. Decus Insurance Broker Limited is used for placements in London, UK. Marinas' placements are done with Hull and Company. Aviation placements are done with Avion Insurance. Q18: Are there any lines of coverage (other than NFIP) or services provided that are not included in the Annual Broker Fee and what is the relevant information on any additional fees and/or commission (other than NFIP) retained by the Broker and/or any wholesalers/intermediaries for any lines of coverage or services not included in the Annual Broker Fee? A18: All lines of coverage and services are included in the Annual Broker Fee. Currently, commissions to domestic excess/surplus lines wholesalers are in the amount of $588,448. Q19: Please confirm or clarify that no wholesalers/intermediaries are permitted to earn commissions on any placements and are to have their compensation included within the Annual Broker Fee. A19: The City's intent is for no commissions or overrides to be paid unless the commissions or overrides cannot be "netted out" and the rate reduced accordingly. All compensation needs to be disclosed and the fee reduced accordingly. Q20: Please confirm there is an exception for NFIP policies and that Broker commissions for NFIP policies are in addition to the Annual Broker Fee because insurance companies are not authorized to rebate commissions on any new or renewal NFIP policies. A20: Yes, this is confirmed. Q21: What is the date of the City's latest appraisal? Is any information regarding any trending of values since the last appraisal? A21: Yes, the Broker assists in trending values. No appraisals have been conducted recently. Q22: Does the incumbent Broker participate in Workers Compensation and/or Liability Claims reviews and if so, what are the frequency of the reviews? A22: Yes, typically on a quarterly basis. 4 EXHIBIT B CONTRACT NO. RFP 147386 Q23: Is the Broker providing Loss Control Services? If so, what are the details of those services, including the number of days of service and whether those days of service are included within the current annual Broker's fee? A23: No, the incumbent broker is not providing Loss Control Services. Q24: Please provide an updated Schedule of Insurances as many of these policies may have been renewed. A24: Attachment F is the most current Schedule of Insurance available and can be found in the Documents Section of Periscope. THIS ADDENDUM IS AN ESSENTIAL PORTION OF THE RFP AND SHALL BE MADE A PART THEREOF. ya-dee-sa-4. �,�2�cGQ�1 en- for nnie Perez, CPPO Chief Procurement Officer/Director City of Miami Procurement Department AP:jg cc. Ann -Marie Sharpe, Director, Risk Management Yadissa A. Calderon, CPPB, NIGP-CPP, Assistant Director of Procurement This Addendum shall be signed by an authorized representative and dated by the Proposer and submitted as proof of receipt with the submission of the Proposal. NAME OF FIRM: Risk Management Associates, Inc. SIGNATURE: DATE: 5/20/2024 5 City of Miami, Florida Contract No. RFP 1245391 EXHIBIT E INSURANCE REQUIREMENTS & CERTIFICATE OF INSURANCE INSURANCE BROKERAGE SERVICES Commercial General Liability A. Limits of Liability Bodily Injury and Property Damage Liability Each Occurrence General Aggregate Limit Personal and Adv. Injury Products/Completed Operations B. Endorsements Required City of Miami listed as additional insured Contingent & Contractual Liability Premises and Operations Liability Primary Insurance Clause Endorsement II. Business Automobile Liability $1,000,000.00 $2,000,000.00 $1,000,000.00 $1,000,000.00 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 $1,000,000.00 B. Endorsements Required III. Worker's Compensation Limits of Liability Statutory -State of Florida Waiver of Subrogation Employer's Liability A. Limits of Liability $1,000,000.00 for bodily injury caused by an accident, each accident $1,000,000.00 for bodily injury caused by disease, each employee $1,000,000.00 for bodily injury caused by disease, policy limit, IV. Insurance Agents/Brokers Professional Liability E&O Combined Single Limit Each Claim $20,000,000.00 28 Insurance Brokerage Services City of Miami, Florida Contract No. RFP 1245391 General Aggregate Limit $20,000,000.00 Retroactive Date Included V. Umbrella Liability Each Occurrence Policy Aggregate $1 0,000,000.00 $1 0,000,000.00 Excess Follow Form over all applicable liability policies contained herein City of Miami listed as an additional insured VI. Cyber Liability $5,000,000.00 Data Breach Information Security & Privacy Insurance with Electronic Media Liability, Media Intellectual Property Liability, Network Security & Privacy Liability, Network Extortion, Social Engineering, Reputation Harm and Krypto jacking in the aggregate for claim costs and damages. 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. 29 Insurance Brokerage Services / ACORN® �------ CERTIFICATE OF LIABILITY INSURANCE DATE (MM/DDYYY) /Y 12/31/2025 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 Brown & Brown RS Insurance Services, LLC 6 Concourse Pkwy, Ste 2300 Atlanta, GA 30328 www.bbinsurance.com CONTACT NAME: Risk Solutions Critical Services PHONEnExt): (404) 460-1400 x 4 (A/C, No): E-MAIL ADDRESS: rscerts@bbrown.com INSURER(S) AFFORDING COVERAGE NAIC # INSURERA: Travelers Property Casualty Company of America 25674 INSURED Brown &Brown, Inc. PO 2412 Daytona Beach FL 32115-2412 INSURERB: Charter Oak Fire Insurance Company 25615 INSURER C: XL Specialty Insurance Company 37885 INSURERD: INSURER E : INSURER F : COVERAGES CERTIFICATE NUMBER: 88671079 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 A v COMMERCIAL GENERAL LIABILITY HC2J-GLSA-9X634492-TIL-26 lik 1/1/20 0 :. �v) 1/1/2027 EACH OCCURRENCE $1,000,000 CLAIMS -MADE ✓ OCCUR DAMAGE TO RENTED PREMISES (Ea occurrence) $ 1,000,000 MED EXP (Any one person) $ 5,000 PERSONAL & ADV INJURY $ 1 ,000,000 GEN'L ✓ AGGREGATE POLICY OTHER: LIMIT APPLIES PRO-LOC JECT PER: GENERAL AGGREGATE $ 10,000,000 PRODUCTS - COMP/OP AGG $2,000,000 $ A AUTOMOBILE ✓ LIABILITY ANY AUTO OWNED ✓ SCHEDULED AUTOS NON -OWNED AUTOS ONLY HC2J-CAP-9X63448O-TIL-26 , NO 1/1/2026 1/1/2027 COMBINED SINGLE LIMIT (Ea accident) $ 2,000,000 BODILY INJURY (Per person) $ BODILY INJURY (Per accident) $ PROPERTY DAMAGE (Per accident) $ $ A / UMBRELLA LIAB EXCESS LIAB ,/ O OCCUR CLAIMS -MADE CUP-C27O3O25-26-NF 1/1/2026 1/1/2027 EACH OCCURRENCE $10,000,000 AGGREGATE $ 10,000,000 DED RETENTION $ $ B A WORKERS COMPENSATION AND EMPLOYERS' LIABILITY ANYPROPRIETOR/PARTNER/EXECUTIVE OFFICER/MEMBER EXCLUDED? (Mandatory in NH) If yes, describe under DESCRIPTION OF OPERATIONS below Y UB-1R87O198-26-51-K (AOS) UB-1R861269-25-51-R (AZ, WI, MA) 1/1/2026 1/1/2026 1/1/2027 1/1/2027 V STATUTE OTH- ER E.L. EACH ACCIDENT $ 1 ,000,000 E.L. DISEASE - EA EMPLOYEE $ 1 ,000,000 E.L. DISEASE - POLICY LIMIT $ 1 ,000,000 C Professional Liability / E&O - (Insurance Agents/Brokers) USOO1O6979E026A 1/1/2026 1/1/2027 Each Wrongful Act $20,000,000 Aggregate $20,000,000 DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) Named Insured: Risk Management Associates, Inc. RE: RFP 1471386 City of Miami is additional insured on the General Liability, on a primary & non-contributory basis as per written contract. Waiver of Subrogration applies on the Workers Compensation where required by written contract. Umbrella policy is follow form over the General Liability, Auto Liability and Employers Liability CERTIFICATE HOLDER CANCELLATION City of Miami 44 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 Brown & Brown RS Insurance Services, LLC Brown & Brown RS Insurance Services, LLC ACORD 25 (2016/03) © 1988-2015 ACORD CORPORATION. All rights reserved. The ACORD name and logo are registered marks of ACORD 88671079 1.1.25-26_GL+Auto+Umb $10M.WC+E&O+Cyber Excl:OT3 OT4 Ginny McCarthy 12/31/2025 8:12:50 PM (EST) Page 1 of 1 De Vito, Daniel From: Aviles, Yesenia Sent: Thursday, January 15, 2026 9:42 AM To: De Vito, Daniel Cc: Gomez Jr., Francisco (Frank) Subject: Fw: Brown & Brown COI Attachments: Miami B&B COI 26-27.pdf Good morning, Please see attached for Brown and Brown. Regards, Yesenia Aviles Assistant to the Director, Risk Managem0 Ph: (305) 416-1723 I Fax: 305 416 760Y @miami.gov ../N4q? One Flagler Building 1 NE '. `' Ave "d j►Id6r Miami, FL 33132 Website: Risk MartwA t - Mii t\S o oQ From: Gomez Jr., Francisco (Frank) <FGomez@miamigov.com> Sent: Thursday, January 15, 2026 9:33:28 AM To: Aviles, Yesenia <YAviles@miamigov.com> Subject: FW: Brown & Brown COI Good morningYesi, Attached, please find B&B COI renewal. Thanks, Frank Gomez, PIAM, CPII Property & Casualty Manager City of Miami Risk Management 14 N.E. 1st Avenue 2nd Floor Miami, Florida 33132 (305) 416-174o Office (305) 416-176o Fax fgomez@miamigov.com "Serving, Enhancing, and Transforming our Community" From: Megan Feinberg <megan.feinberg@bbrown.com> Sent: Thursday, January 15, 2026 9:22 AM To: Gomez Jr., Francisco (Frank) <FGomez@miamigov.ca Cc: Robin Russell <Robin.Russell@bbrown.com> 4o Subject: Brown & Brown COI e CAUTION: This is an email from an trnal source. Do not click links or open attachments unless you reco nine the sender and know the content is safe. Good morning Frank, ci‘ Attached is our updated CV*. -ase do not hesitate to contact me should you have any questions or need anything further. Thank you, Megan Feinberg Public Risk Specialist Assistant meoan.feinbero@bbrown.com 0 (386) 281-6836 I F (386) 239-4049 300 North Beach Street Daytona Beach, FL 32114 BBrown.com I NYSE: BRO Brown & Brown In 11 Privacy Notice 1 Legal Notice 2 CONFIDENTIALITY NOTICE: The information contained in this communication, including attachments, may contain privileged and confidential information that is intended only for the exclusive use of the addressee. If the reader of this message is not the intended recipient, or the employee or agent responsible for delivering it to the intended recipient, you are hereby notified that any dissemination, distribution or copying of this communication is strictly prohibited. If you have received this communication in error, please notify us by telephone immediately. PLEASE NOTE: Insurance cannot be bound, altered or cancelled via the email or voicemail system. Coverage confirmation must be communicated through a licensed Brown & Brown Representative. When Brown & Brown has processed an add, termination or change of status on your behalf, please remember to check your carrier invoices to ensure that all requested adds, terminations & changes were processed correctly. k//1/ 4R? cc1/ <oCk t•• 4ce 3 City of Miami, Florida Contract No. RFP 1245391 EXHIBIT F CORPORATE RESOLUTIONS AND EVIDENCE OF QUALIFICATION TO DO BUSINESS IN FLORIDA (To be provided upon document execution) 30 Insurance Brokerage Services City of Miami, Florida Contract No. RFP 1245391 EXHIBIT G ANTI -HUMAN TRAFFICKING AFFIDVAIT (To be provided upon document execution) 31 Insurance Brokerage Services ANTI -HUMAN TRAFFICKING AFFIDAVIT 1. The undersigned affirms, certifies, attests, and stipulates as follows: a. The entity is a non-govemmental entity authorized to transact business in the State of Florida and in good standing with the Florida Department of State, Division of Corporations. b. The nongovernmental entity is either executing, renewing, or extending a contract (including, but not limited to, any amendments, as applicable) with the City of Miami ("City") or one of its agencies, authorities, boards, trusts, or other City entity which constitutes a governmental entity as defined in Section 287.138(1), Florida Statutes. c. The nongovernmental entity is not in violation of Section 787.06, Florida Statutes, titled "Human Trafficking." d. The nongovernmental entity does not use "coercion" for labor or services as defined in Section 787.06, Florida Statutes, attached and incorporated herein as Exhibit Affidavit-1. 2. Under penalties of perjury, I declare the following: a. I have read and understand the foregoing Anti -Human Trafficking Affidavit and that the facts, statements and representations provided in Section 1 are true and correct. b. I am an officer or a representative of the nongovernmental entity authorized to execute this Anti - Human Trafficking Affidavit. Nongovernmental Entity: Risk Management Associates, Inc. Name: Matthew Montgomery Signature of Officer: Officer Title: Executive Vice President Office Address: 300 North Beach Street, Daytona Beach, FL 32114 Email Addressmatt.montgomery@bbrown.comMain Phone Number: FEIN No. 5/9 -2,4 / 4/5 /8/0 /1 STATE OF Florida COUNTY OF Volusia 386-239-7245 The foregoing instrument was sworn to and subscribed before me by means of X physical presence or O online notarization, this 18 day of May, 2026 by Matthew Montgomery, as the authorized officer or representative for the nongovernmental entity.. He/she ersonally known to nitpr has produced as identification. (NOTARY PUBLIC SEAL) Signature of Person Taking Oath Robin Lee Russell RU(Printed, Typed, or Stamped Name of Notary Public) My Commission Expires: 9/30/2026 =a �f •',FLY P F!e MY COMMISSION EXPIRES 9-30.2026 F NUMB' �•� y /„I��IIIINIIINNBN�N,,,�` City of Miami, Florida Contract No. RFP 1245391 EXHIBIT H CITY RESOLUTION NO. R-25-0531 (To be provided upon document execution) 32 Insurance Brokerage Services City of Miami Resolution R-25-0531 Legislation City Hall 3500 Pan American Drive Miami, FL 33133 www.miamigov.com File Number: 18553 Final Action Date: 12/11/2025 A RESOLUTION OF THE MIAMI CITY COMMISSION, WITH ATTACHMENT(S), PURSUANT TO SECTION 18-86(C)(6)B OF THE CODE OF THE CITY OF MIAMI, FLORIDA, AS AMENDED, ("CITY CODE"), APPROVING THE CITY MANAGER'S AWARD RECOMMENDATION FOR REQUEST FOR PROPOSALS NO. 1471386, ATTACHED AND INCORPORATED AS EXHIBIT "A," AND AUTHORIZING CONTRACT NEGOTIATIONS WITH RISK MANAGEMENT ASSOCIATES, INC. ("CONTRACTOR") FOR THE PROVISION OF INSURANCE BROKERAGE SERVICES FOR THE RISK MANAGEMENT DEPARTMENT ("SERVICES") FOR AN INITIAL TERM OF THREE (3) YEARS WITH TWO (2) OPTION(S) TO RENEW FOR ADDITIONAL ONE-YEAR TERMS IN AN ESTIMATED CONTRACT AMOUNT OF TWO MILLION NINE HUNDRED SIXTEEN THOUSAND NINE HUNDRED AND 00/100 DOLLARS ($2,916,900.00), CONSISTING OF ESTIMATED ANNUAL FEES OF ($574,380.00) FOR THE INITIAL THREE-YEAR TERM PER YEAR, FIVE HUNDRED EIGHTY NINE THOUSAND THREE HUNDRED EIGHTY AND 00/100 DOLLARS ($589,380.00) FOR RENEWAL YEAR ONE, AND SIX HUNDRED FOUR THOUSAND THREE HUNDRED EIGHTY AND 00/100 DOLLARS ($604,380.00) FOR RENEWAL YEAR TWO; ALLOCATING FUNDS FOR THIS PURPOSE FROM THE VARIOUS SOURCES OF FUNDS FROM THE RISK MANAGEMENT DEPARTMENT'S OPERATING BUDGET, OR OTHER LEGALLY AVAILABLE FUNDING SOURCES, SUBJECT TO THE AVAILABILITY OF FUNDS AND BUDGETARY APPROVAL AT THE TIME OF NEED; AUTHORIZING THE CITY MANAGER TO NEGOTIATE AND EXECUTE AN AGREEMENT, IN A FORM ACCEPTABLE TO THE CITY ATTORNEY, WITH CONTRACTOR FOR THE SERVICES, CONSISTENT WITH THE TERMS SET FORTH HEREIN; FURTHER AUTHORIZING THE CITY MANAGER TO NEGOTIATE AND EXECUTE ANY DOCUMENTS, INCLUDING AMENDMENTS, RENEWALS, AND EXTENSIONS, ALL IN FORMS ACCEPTABLE TO THE CITY ATTORNEY, AND SUBJECT TO ALL ALLOCATIONS, APPROPRIATIONS, AND PRIOR BUDGETARY APPROVALS, AND IN COMPLIANCE WITH APPLICABLE PROVISIONS OF THE CITY CODE, INCLUDING, THE CITY OF MIAMI'S PROCUREMENT ORDINANCE, ANTI -DEFICIENCY ACT, AND FINANCIAL INTEGRITY PRINCIPLES, ALL AS SET FORTH IN CHAPTER 18 OF THE CITY CODE, AND IN COMPLIANCE WITH ALL APPLICABLE LAWS, RULES, AND REGULATION WHEREAS, the City of Miami ("City") requires insurance brokerage services ("Services") in order to support the City's departments, offices, and agencies and to assist in the management of the City's various insurance and self -insured, with excess when applicable, programs; and City of Miami Page 1 of 3 File ID: 18553 (Revision:) Printed On: 1/6/2026 File ID: 18553 Enactment Number: R-25-0531 WHEREAS, on March 4, 2024, the Department of Procurement ("Procurement") issued Request for Proposals No. 1471386 ("Solicitation") to establish a contract for the Services; and WHEREAS, on May 21, 2024, Procurement received four (4) proposals in response to the Solicitation, of which, all proposals were found to be responsive to the Solicitation; and WHEREAS, on June 24, 2024, the Evaluation Committee ("Committee"), appointed by the City Manager, convened to discuss and evaluate the proposals consistent with the Solicitation requirements; and WHEREAS, on January 29, 2025, oral presentations were held, after which the Committee scored the remaining proposals to recommend Risk Management Associates, Inc. ("Contractor") as the highest -ranked, responsive, and responsible Proposer; and WHEREAS, on March 25, 2025, the City Manager concurred with the recommendation of the Committee and authorized Procurement to enter into negotiations with Contractor for an agreement for the provision of the Services; and WHEREAS, on August 28, 2025, Procurement and the designated negotiating team finalized the material terms with the Contractor; and WHEREAS, the City Manager recommended Contractor for award of an agreement for the Services for an initial term of three (3) years with two (2) option(s) to renew for additional one-year term(s) in an estimated amount of Two Million Nine Hundred Sixteen Thousand Nine Hundred and 00/100 Dollars ($2,916,900.00), consisting of estimated annual fees of Five Hundred Seventy Four Thousand Three Hundred Eighty and 00/100 Dollars ($574,380.00) for the initial three-year term per year, Five Hundred Eighty Nine Thousand Three Hundred Eighty and 00/100 Dollars ($589,380.00) for renewal year one, and Six Hundred Four Thousand Three Hundred Eighty and 00/100 Dollars ($604,380.00) for renewal year two, as further specified in the recommendation memo attached and incorporated as Exhibit "A" ("City Manager's Recommendation"); and WHEREAS, Section 18-86 of the Code of the City of Miami, Florida, as amended ("City Code") provides the procedures for use of competitive sealed proposals, including that awards in excess of $50,000.00 must be approved by the City Commission upon recommendation by the City Manager; and WHEREAS, the City Commission desires to approve the award to Contractor and to authorize the City Manager to negotiate and execute an agreement, and any necessary amendments, renewals, and extensions, all in forms acceptable to the City Attorney and consistent with the terms herein stated, for said purpose; NOW, THEREFORE, BE IT RESOLVED BY THE COMMISSION OF THE CITY OF MIAMI, FLORIDA: Section 1. The recitals and findings contained in the Preamble to this Resolution are adopted by reference and incorporated as if fully set forth in this Section. Section 2. Pursuant to Section 18-86(c)(6)b of the City Code, the award to Contractor for the provision of the Services for an initial term of three (3) years with two (2) option(s) to renew for additional one-year term(s) in an estimated amount of Two Million Nine Hundred City of Miami Page 2 of 3 File ID: 18553 (Revision:) Printed on: 1/6/2026 File ID: 18553 Enactment Number: R-25-0531 Sixteen Thousand Nine Hundred and 00/100 Dollars ($2,916,900.00), consisting of estimated annual fees of Five Hundred Seventy Four Thousand Three Hundred Eighty and 00/100 Dollars ($574,380.00) for the initial three-year term per year, Five Hundred Eighty Nine Thousand Three Hundred Eighty and 00/100 Dollars ($589,380.00) for renewal year one, and Six Hundred Four Thousand Three Hundred Eighty and 00/100 Dollars ($604,380.00) for renewal year two, as further specified in the City Manager's Recommendation, is hereby approved. Section 3. Funds for this purpose shall be allocated from the various sources of funding from the Risk Management Department's operating budget, or other legally available funding sources, subject to the availability of funds and budget approval at the time of need. Section 4. The City Manager is authorized' to negotiate and execute an agreement, in a form acceptable to the City Attorney, with Contractor for the Services consistent with the terms set forth herein. Section 5. The City Manager is further authorized1 to negotiate and execute any documents, including amendments, renewals, and extensions, all in forms acceptable to the City Attorney, and subject to all allocations, appropriations, and prior budgetary approvals, and in compliance with applicable provisions of the City Code, including the City of Miami's Procurement Ordinance, Anti -Deficiency Act, and Financial Integrity Principles, all as set forth in Chapter 18 of the City Code, and in compliance with all applicable laws, rules, and regulations, as may be deemed necessary for said purpose. Section 6. This Resolution shall become effective immediately upon its adoption. APPROVED AS TO FORM AND CORRECTNESS: rge ng IIV, C ty ttor -y 12/2/2025 1 The herein authorization is further subject to compliance with all legal requirements that may be imposed, including but not limited to those prescribed by applicable City Charter and City Code provisions. City of Miami Page 3 of 3 File ID: 18553 (Revision:) Printed on: 1/6/2026 Olivera, Rosemary From: Gandarilla, Aimee Sent: Friday, May 29, 2026 4:18 PM To: Hannon, Todd Cc: Olivera, Rosemary; Brown, Sadie; Fossler, Thomas; Johnson, Antiwonesha; Ewan, Nicole; Castro, Joseph Subject: PSA Brown & Brown Insurance Brokerage Services RFP 1471386 Matter 25-3209) Attachments: PSA Brown & Brown Insurance Brokerage Services RFP 1471386 Matter 25-3209).pdf Good afternoon Todd, Please find attached the fully executed copy of an agreement from DocuSign that will be considered an original agreement for your records. Antiwonesha: Please close Matter 25-3209. Thank you, Aimee g,a,n.d anittai Procurement Assistant City of Miami Procurement Department 444 SW 2nd Avenue, 6th floor, Miami, FL 33130 P (305) 416-1906 F (305) 400-5073 E agandarilla@miamigov.com "Serving, Enhancing, and Transforming our Community" i