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FY1982 02/23/1982 e BRANCI-l OFFICE ~! : -:- O'./ERSEAS !-1IGH\VA Y CLERK OF THE CIRCUIT COURT 16TH JUDICI~.\L CIRCUIT ~10NROE COUNTY 500 \VHITEHEAD STREET I<EY WEST, FLORID.t~ 33040 TEL. (305) 294-4641 BRANCH OFFICE lV1.;\R.A.THOi'~. FLlJRIDA 33050 TEL. (305) 743-9036 P.o. BOX 379 PLANTATIO~J I(EY, FLORIDi~ 33070 TEL. (305) 852-9253 RECORDER COLLECTOR OF DELINQUENT TAXES COUNTY CLERI( COUNTY AUDITOR March 4, 1982 Gallagher Bassett Insurance Service Arthur J. Gallagher & Company Koger Executive Center 8355 N.W. 53rd Street, Suite 215 Miami, Florida 33166 Dear Sir: The Board of County Commissioners at a regular meeting in formal session on February 23, 1982 authorized execution of an Agreement for Services by and between the Monroe County Board of County Commissioners and Arthur J. Gallagher and Company - Florida, Gallagher Bassett Insurance, Service a Division of Arthur J. Gallagher and Company. Enclosed please find a certified copy of the resolution and agreement. Very truly yours, Ra 1 p h ~.J. Wh i t e Clerk of Circuit Court and ex officio Clerk Board of County Commissioners by Deputy Clerk. /vp cc: Pedi Debevec, Finance Deptw .."/c c: F i 1 e Ellclosure ( \ \' @ ":~':,~ AGREEMENT FOR SERVICES THIS AGREEMENT made this first day of October by and between the MONROE COUNTY BOARD OF COUNTY COMMISSIONERS hereinafter referred to as "EMPLOYER" and Arthur J. Gallagher and Company - Florida, Gallagher Bassett Insurance Service, a Division of Arthur J. Gallagher and Company, an Illinois Corporation, authorized to do business within the State of Florida, hereinafter referred to as "SERVICE AGENT". I. TERM This Agreement shall take effect October 1, 1981 and shall continue in effect for one year. II. CANCELLATION This Agreement may be cancelled at any anniversary by either party giving the other written notice of cancellation ninety (90) days prior to such anniversary date. III. COMPENSATION MONROE COUNTY BOARD OF COUNTY COMMISSIONERS shall pay SERVICE AGENT for services rendered herein the 1st year sum of $20,000.00 Minimum and Deposit. At each anniversary date of this Agreement the prior year fee shall be adjusted by any change in the C.P.I. for Urban Wage Earners and Clerical Workers (CPI-W) based upon the United States Consumer Price Index, "All Items" for the latest twelve month period published as of the anniversary date. Any adjustments based upon changes in workload will be as mutually determined by EMPLOYER and SERVICE AGENT. SERVICE AGENT agrees to notify EMPLOYER in writing of any increase in service fee based on changes in workload thirty (30) days prior to first anniversary and nienty (90) days prior to subsequent anniversary. IV. OBLIGATIONS SERVICE AGENT will supervise and administer its obligations under the Risk Management Plan of the EMPLOYER in full compliance with all applicable laws, rules and regulations governing the administration of the self insurance portion of the program; and SERVICE AGENT will act as the representative of the EMPLOYER in all matters related to such administration and will perform fully all the below listed functions: A. CLAIMS: 1. Complete handling of all loss adjustments, inyestigations and settlements falling within the EMPLOYER'S self insured retention. 2. Maintain a claim file for each reported claim, submit monthly experience reports, provide complete accounting for the program which at all times is subject to review by the EMPLOYER. 3. Recommend claim reserves and provide a continuous review and updating of these to reflect changes. 4. All sizable and unusual claims will be reviewed by SERVICE AGENT'S internal legal staff at no additional charge to the EMPLOYER. 5. Coordinate investigations on litigated claims with attorneys approved by the EMPLOYER and with adjusters and attorneys of the excess insurance carrier as required. 6. To obtain approval from the EMPLOYER'S Director of Risk Management before paying any claim in excess of Ten Thousand Dollars ($10,000.00) and to furnish precautionary reports on all serious claims. 7. Be available to consult with the EMPLOYER'S Director of Risk Management on any related claim matters and to make available SERVICE AGENT'S staff of professionals to assist in achieving a successful risk management program. 8. In the event of cancellation of this Agreement to perform these services with the EMPLOYER and continue to handle all pending claims on the following terms: SERVICE AGENT will receive 18.75% of all the renewal annual fee. However, the EMPLOYER shall have the right to take possession of all claim files upon termination of this Agreement. The EMPLOYER agrees to indemnify, protect, save, and keep harmless Gallagher Bassett Insurance Service and Arthur J. Gallagher and Company from any and all loss, cost, damage, or expense arising out of the administration and handling of any claims after these records and files have been returned. 9. Assist in the collection of claims against others for damage to EMPLOYER'S property and make recommendations regarding salvage matters. 10. Provide all necessary personnel to perform the services agreed upon herein. B. LOSS PREVENTION: SERVICE AGENT'S Loss Prevention services will be provided in the following areas: 1. Assist Director of Risk Management in development of the Safety and Loss Prevention Program. 2. Assist in conducting facilities inspections/presentations. Following such inspections/presentations, reports and recommendations will be submitted to the Director of Risk Management with respect to the identification, measurement and control of loss producing causes in the areas of: a. Physical facilities other than boiler and machinery b. Public Liability c. Workers Compensation 3. Provide analysis of computerized loss date to identify and control loss problem areas. C. SERVICE AGENT will prepare computerized loss date which will detail loss experience as follows (or such other detail and format as Director of Risk Management may deem appropriate) : 1. Type of claim 2. Employee or claimant name 3. Date and nature of injury 4. Payments made 5. Reserve for future payments With sorting and summaries by: 1. Locations 2. Dollar amounts paid and reserved 3. Accident cause and frequency 4. Type of coverage 5. Other reports V. CONSIDERATION The promises made and the obligations assumed by each party to this Agreement are made and assumed in consideration of the promises made and the obligat.ions assumed by the other Party to this Agreement. The EMPLOYER is making this Agreement specifically with the SERVICE AGENT and that same is intended to be a personal service Agreement. SERVICE AGENT shall not assign this Agreement or any responsibilities pursuant to said Agreement without the express consent of the EMPLOYER. The parties hereto, may, by mutual written agreement, change the scope of services or the amount of compensation set forth hereinabove in this Agreement. VI. EQUAL OPPORTUNITY CLAUSE In consideration with the execution of this Agreement, the EMPLOYER and the SERVICE AGENT shall not discriminate against any employee or applicant for employment because of race, religion, color, sex, or national origin. The EMPLOYER and SERVICE AGENT shall take affirmative actions to insure that the applicants are employed and that employees are treated fairly during their employment without regard to race, religion, color, sex, or national origin. Such actions shall include, but not be limited to, the following: employment, upgrading, demotion or transfer, recruitment, or recuitment advertising, layoff, or termination, rates of payor other forms of compensation; and selection for training, including apprenticeship. VII. SIGNATURES In Witness Whereof, MONROE COUNTY BOARD OF COUNTY COMMISSIONERS and SERVICE AGENT agree to the above terms, conditions, and provisions and hereby cause this Agreement to become effective. WITNESS Clerk TITLE AND DATE WITNESS GALLAGHER BASSETT INSURANCE SERVICE ARTHUR J. GALLAGHER AND COMPANY (FLORIDA) . 'to '. , 1,.) . J"" ') / ". ../ / '?f' . "'// / By,j:;/5'<~ ~ ~~/:~/ .;4 / .....- r'o..' .' ~<~{;?7!:t~:;;= TITLE AND DATE WITNESS VI. EQUAL OPPORTUNITY CLAUSE In consideration with the execution of this Agreement, the EMPLOYER and the SERVICE AGENT shall not discriminate against any employee or applicant for employment because of race, religion, color, sex, or national origin. The EMPLOYER and SERVICE AGENT shall take affirmative actions to insure that the applicants are employed and that employees are treated fairly during their employment without regard to race, religion, color, sex, or national origin. Such actions shall include, but not be limited to, the following: employment, upgrading, demotion or transfer, recruitment, or recuitment advertising, layoff, or termination, rates of payor other forms of compensation; and selection for training, including apprenticeship. VII. SIGNATURES In Witness Whereof, MONROE COUNTY BOARD OF COUNTY COMMISSIONERS and SERVICE AGENT agree to the above terms, conditions, and provisions and hereby cause this Agreement to become effective. ~~~ ct. ~~~ WITNESS 'n ,I I 'fIz' ".' " ".... .1 , // ., "1 ',/ " /-" I ;' I ,,~'f..-.' L .' . ~'~....-;' ~~.,.. .....f. _/ j, . I' ,- TITLE Ar;6 DATE .~/ GALLAGHER BASSETT INSURANCE SERVICE ARTHUR J. GALLAGHER AND COMPANY (FLORIDA) ~'" :c/ 0X~~(1~ ~ ~ .- ~ (-- --.-....- . '''-''/ . ,..-,..--.. ') /~~~ 4 J:i{>L BY i / I / , f.--\ oP' ./ ~;j:~.{.-~?- . ~l.{.- TITLE AND DATE WITNESS ( _./