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09/18/2018 Agreement `�couRr` o(";*- °-;.- g Kevin Madok, CPA 4 �IA'•. Clerk of the Circuit Court& Comptroller— Monroe County Florida s"k�ecou � A tY, DATE: September 26, 2019 TO: Maria Slavik, Administrator Risk Management FROM: Pamela G. Hanco l 4P.C. SUBJECT: September 18th BOCC Meeting Enclosed is a duplicate original of the following item for your handling: P7 Contract with Interisk Corporation to provide consultant services for the County's Worker's Compensation and Risk Management Programs. Should you have any questions, please feel free to contact me at(305) 292-3550. Thank you. cc: County Attorney Finance File KEY WEST MARATHON PLANTATION KEY PK/ROTH BUILDING 500 Whitehead Street 3117 Overseas Highway 88820 Overseas Highway 50 High Point Road Key West,Florida 33040 Marathon,Florida 33050 Plantation Key,Florida 33070 Plantation Key,Florida 330* 305-294-4641 305-289-6027 305-852-7145 305-852-7145 AGREEMENT MONROE COUNTY CONTRACT FOR INSURANCE CONSULTING SERVICES g �IS GR EMENT("Agreement") is made and entered into this �a ,day of , by MONROE COUNTY ("COUNTY"), a political subdivision of the State of Florida, whose address is 1100 Simonton Street, Key West, Florida 33040 and Interisk Corporation ("CONTRACTOR"), whose address is 1101 Red Maple Circle. N.E., St. Petersburg, FL 33703-6318. This Agreement shall consist of this contract document,the Request for Proposal (RFP) issued by Monroe County for these services, and the Proposal submitted by the Contractor in response to the RFP, all of which are incorporated by reference. Section 1. SCOPE OF SERVICES CONTRACTOR shall do, perform and carry out in a professional and proper manner certain duties as described in the Scope of Services—Exhibit A—which is attached hereto and made a part of this agreement or in accordance with the proposal Interisk submitted to the County for Insurance Consulting Services, a copy of which is attached as Exhibit B.. CONTRACTOR shall provide the scope of services in Exhibit A for COUNTY. CONTRACTOR warrants that it is authorized by law to engage in the performance of the activities herein described, subject to the terms and conditions set forth in these Agreement documents. The CONTRACTOR shall at all times exercise independent, professional judgment and shall assume professional responsibility for the services to be provided. Contractor shall provide services using the following standards, as a minimum requirement: A. The CONTRACTOR shall maintain adequate staffing levels to provide the services required under the Agreement resulting from this RFP process. B. The personnel shall not be employees of or have any contractual relationship with the County. To the extent that Contractor uses subcontractors or independent contractors, this Agreement specifically requires that subcontractors and independent contractors shall not be an employee of or have any contractual relationship with County. C. All personnel engaged in performing services under this Agreement shall be fully qualified, and, if required, to be authorized or permitted under State and local law to perform such services. Section 2. QUALIFICATIONS NECESSARY OF CONTRACTOR The CONTRACTOR must warrant that it does not have contractual relationships that would preclude the firm from being unbiased in the services provided to the County. If requested, the CONTRACTOR must provide a list annually, listing any contractual 1 relationship between the CONTRACTOR and any persons or business entities that provide services in the areas of Workers' Compensation and/or Risk Management. The CONTRACTOR must provide an adequate staff of experienced personnel, capable of and devoted to the successful accomplishment of work to be performed under any contract with the County. The CONTRACTOR must assign specific individuals to the key positions. Once assigned to work under any contract with the County, key personnel shall not be moved or replaced without prior written notification to the County. The following persons will provide the services under this Agreement: Sid Webber Lawton Swan Sharon Jakobi Any change to the above listed personnel requires notification to the County, in writing, within three (3) business days after implementation of the change. The CONTRACTOR must warrant that it has not employed or retained a company or person, other than a bona fide employee, contractor or subcontractor, working in its employ,to solicit or secure a contract with the County and that it has not paid or agreed to pay any person,company, corporation, individual or firm other than a bona fide employee, contractor or subcontractor, working in its employ any fee, commission, percentage, gift or other consideration contingent upon or resulting from the award or making of a contract with the County. The firm and its employees who are responsible and accountable for the county's account and subcontractors, if any, must,have all necessary current licenses issued by the Florida Department of Insurance. Proper documentation shall be attached to the contract. The CONTRACTOR must warrant that it is not owned or controlled by an insurance company, insurance sales organization,third party administrator or any consulting firm which owns or controls any insurance company, insurances sales organization, or third-party administrator. Section 3. COUNTY'S RESPONSIBILITIES The County shall provide the information required by the Contractor to perform the Scope of Services. Section 4. TERM OF AGREEMENT 4.1 The initial Agreement term (the Initial Term) shall be for three (3) years beginning the 1st day of October, 2019 (the effective date). 4.2 Thereafter, this Agreement may be renewed, at the mutual agreement of the parties, for two (2) additional terms of one year each. • 2 Section 5. COMPENSATION Compensation to CONTRACTOR shall be fifty-four thousand and no dollars ($54,000.00)per year payable in arrears in equal monthly installments and payable upon receipt of invoice. Such Compensation shall not include services requiring out of town (Tampa, FL) trips. Any services requiring travel out of Tampa will be billed in addition to the annual fee at$165.00 per consulting hour plus all travel expenses, as that term is defined in Section 2-106 of the Monroe County Code, and shall include hotel or lodging, meals, rental cars. Any travel expenses will be billed at rates set forth in Monroe County Code Chapter 2, Article Ill, Division 3 (Travel, Meals and Mileage Policy). All expenses must be submitted on forms approved by Monroe County. Section 6. PAYMENT TO CONTRACTOR By entering into this Agreement,the CONTRACTOR warrants that it understands • that the Contract price represents the full compensation for all services under this Agreement,and further warrants that it will not retain any compensation of any kind, including but not limited to commissions,fees, and other payments, from any entity that supplies Workers' Compensation or Risk Management services to the COUNTY, including but not limited to carriers,third party administrators or providers. The CONTRACTOR understands and agrees that in the event of breach off this provision, the Agreement is voidable, and CONTRACTOR will disgorge any and all compensation earned to that point in time and will waive any right to any additional compensation from that point forward. 6.1 Payment will be made according to the Florida Local Government Prompt Payment Act Section 218.70 Florida Statutes. Any request for payment must be in a form satisfactory to the Clerk of Courts for Monroe County (Clerk). The request must describe in detail the services performed and the payment amount requested. Invoices with billing for Risk Management shall be sent to and reviewed by the Risk Administrator and the County Attorney, , who shall review the request and note their approval on the request. Invoices for Workers' Compensation services shall be sent to and reviewed by the Workers' Compensation Administrator and the Director of Employee Services. Once approved, the Risk Administrator and the Workers' Compensation Administration shall forward their respective invoices to the Clerk for payment. 6.2 This Agreement is contingent upon annual appropriation by Monroe County Board of County Commissioners. 6.3 The compensation listed in Section 5 will be payable in monthly installments. The CONTRACTOR will submit such invoices monthly for services provided during the preceding month. Section 7. CONTRACT TERMINATION Either party may terminate this Agreement with or without cause upon ninety (90) days' notice to the other party in accordance with Section 9 of this Agreement. The County shall pay CONTRACTOR for all work performed through the date of termination. 3 shall pay CONTRACTOR for all work performed through the date of termination. Section 8. NOTICES Any notice required or permitted under this Agreement shall be in writing and hand delivered or mailed, postage prepaid,to the other party by certified mail, returned receipt requested,to the following: To the COUNTY: Risk Management Administrator 1111 12th St., Suite 408 Key West, Florida 33040 With a copy to: Monroe County Attorney 1111 12th St., Suite 408 Key West, FL 33040 To the CONTRACTOR: lnterisk Corporation 1101 Red Maple Circle N.E. St. Petersburg, FL 33703-6318 Section 10. RECORDS CONTRACTOR shall maintain all books, records, and documents directly pertinent to performance under this Agreement in accordance with generally accepted accounting principles consistently applied. Each party to this Agreement or their authorized representatives shall have reasonable and timely access to such records of each other party to this Agreement for public records purposes during the term of the agreement and for four years following the termination of this Agreement. If an auditor employed by the COUNTY or Clerk determines that monies paid to CONTRACTOR pursuant to this Agreement were spent for purposes not authorized by this Agreement, the CONTRACTOR shall repay the monies together with interest calculated pursuant to Section 55.03 of the Florida Statutes, running from the date the monies were paid to CONTRACTOR. Pursuant to F.S. 119.0701, Contractor and its subcontractors shall comply with all public records laws of the State of Florida, including but not limited to: a. Keep and maintain public records required by Monroe County in order to perform the service. b. Upon request from the public agency's custodian of public records, provide the public agency 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 Florida Statutes, Chapter 119 or as otherwise provided by law. c. Ensure that public records that are exempt or confidential and exempt from public records disclosure requirements are not disclosed except as authorized by law 4 for the duration of the contract term and following completion of the contract if the contractor does not transfer the records to the public agency. d. Upon completion of the contract, transfer, at no cost, to Monroe County all public records in possession of the contractor or keep and maintain public records required by the public agency to perform the service. If the contractor transfers all public records to the public agency upon completion of the contract, 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 contract, the contractor shall meet all applicable requirements for retaining public records. Ali records stored electronically must be provided to Monroe County, upon request from the public agency's custodian of records, in a format that is compatible with the information technology systems of Monroe County. IF THE CONTRACTOR HAS QUESTIONS REGARDING THE APPLICATION OF CHAPTER 119, FLORIDA STATUTES, TO THE CONTRACTOR'S DUTY TO PROVIDE PUBLIC RECORDS RELATING TO THIS CONTRACT, CONTACT THE CUSTODIAN OF PUBLIC RECORDS, BRIAN BRADLEY, AT (305) 292-3470, bradlev- brian@monroecounty-fl.4ov, do Monroe County Attorney's Office, 1111 12th St., Suite 408, Key West FL 33040. Section 11. EMPLOYEES SUBJECT TO COUNTY ORDINANCE NOS. 010 AND 020-1990 The CONTRACTOR warrants that it has not employed, retained or otherwise had act on its behalf any former County officer or employee subject to the prohibition of Section 2 of Monroe County Ordinance No. 010-1990 or any County officer or employee in violation of Section 3 of Ordinance No. 020-1990. For breach or violation of this provision the COUNTY may, in its discretion, terminate this agreement without liability and may also, in its discretion, deduct from the agreement or purchase price, or otherwise recover the full amount of any fee, commission, percentage, gift, or consideration paid to the former County officer or employee. 5 Section 12. CONVICTED VENDOR By signing this agreement, CONTRACTOR represents that the execution of this Agreement will not violate the Public Entities Crime Act (Section 287.133, Florida Statutes). Violation of this section shall result in termination of this Agreement and recovery of all monies paid hereto, and may result in debarment from County's competitive procurement activities. A person or affiliate who has been placed on the convicted vendor list following a conviction for public entity crime may not submit a bid on an Agreement with a public entity for the construction or repair of a public building or public work, may not perform work as a CONTRACTOR, supplier, subcontractor, or M CONTRACTOR under Agreement 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 the Category Two for a period of 36 months from the date of being placed on the convicted vendor list. Section 13. GOVERNING LAW, VENUE, INTERPRETATION, COSTS AND FEES This Agreement shall be governed by and construed in accordance with the laws of the State of Florida applicable to Agreements made and to be performed entirely in the State. In the event that any cause of action or administrative proceeding is instituted for the enforcement or interpretation of this Agreement, the COUNTY and CONTRACTOR agree that venue shall lie in the appropriate court or before the appropriate administrative body in Monroe County, Florida. Section 14. SEVERABILUTY. If any term, covenant, condition or provision of this Agreement (or the application thereof to any circumstance or person) shall be declared invalid or unenforceable to any extent by a court of competent jurisdiction, the remaining terms, covenants, conditions and provisions of this Agreement, shall not be affected thereby; and each remaining term, covenant, condition and provision of this Agreement shall be valid and shall be enforceable to the fullest extent permitted by law unless- the enforcement of the remaining terms, covenants, conditions and provisions of this Agreement would prevent the accomplishment of the original intent of this Agreement. The COUNTY and CONTRACTOR agree to reform the Agreement to replace any stricken provision with a valid provision that comes as close as possible to.the intent of the stricken provision. 6 Section 15. ATTORNEY'S FEES AND COSTS The COUNTY and CONTRACTOR agree that in the event any cause of action or administrative proceeding is initiated or defended by any party relative to the enforcement or interpretation of this Agreement, the prevailing party shall be entitled to reasonable attomey's fees, and court costs, as an award against the non-prevailing party. Mediation proceedings initiated and conducted pursuant to this Agreement shall be in accordance with the Florida Rules of Civil Procedure and usual and customary procedures required by the Circuit Court of Monroe County. Section 16. BINDING EFFECT The terms, covenants, conditions, and provisions of this Agreement shall bind and inure to the benefit of the COUNTY and CONTRACTOR and their respective legal representatives, successors, and assigns. Section 17. AUTHORITY Each party represents and warrants to the other that the execution, delivery and performance of this Agreement have been duly authorized by all necessary County and corporate action, as required by law. _ Section 18. ADJUDICATION OF DISPUTES OR DISAGREEMENTS COUNTY and CONTRACTOR agree that all disputes and disagreements shall be attempted to be resolved by meet and confer sessions between representatives of each of the parties. If the issue or issues are still not resolved to the satisfaction of the parties, then any party shall have the right to seek such.relief or remedy as may be provided by this Agreement or by Florida law. This Agreement shall not be subject to arbitration. Section 19. COOPERATION In the event any administrative or legal proceeding is instituted against either party relating to the formation, execution, performance, or breach of this Agreement, COUNTY and CONTRACTORS agree to participate, to the extent required by the other party, in all proceedings, hearings, processes, meetings, and other activities related to the substance of this Agreement or provision of the services under this Agreement. COUNTY and CONTRACTOR specifically agree that no party to this.Agreement shall be required to enter into any arbitration proceedings related to this Agreement. Section 20. NONDISCRIMINATION COUNTY and CONTRACTOR agree that there will be no discrimination against any person, and it is expressly understood that upon a determination by a court of competent jurisdiction that discrimination has occurred, this Agreement automatically terminates without any further action on the part of any party, effective the date of the 7 court order. The parties agree to comply with all Federal and Florida statutes, and all local ordinances, as applicable, relating to nondiscrimination. These include but are not limited to: 1) Title VII of the Civil Rights Act of 1964 (PL 88-352) which prohibits discrimination in employment on the basis of race, color, national origin; 2) Title IX of the Education Amendment of 1972, as amended (20 USC ss. 1681-1683, and 1685- 1686), which prohibits discrimination on the basis of sex; 3) Section 504 of the Rehabilitation Act of 1973, as amended (20 USC s. 794), which prohibits discrimination - on the basis of handicaps: 4)The Age Discrimination Act of 1975, as amended(42 USC ss. 6101-6107) which prohibits discrimination on the basis of age; 5) The Drug Abuse Office and Treatment Act of 1972 (PL 29-255), as amended, relating to nondiscrimination on the basis of drug abuse; 6) The Comprehensive Alcohol Abuse and Alcoholism Prevention, Treatment and Rehabilitation Act of 1970 (PL 91-616), as amended, relating to nondiscrimination on the basis of alcohol abuse or alcoholism; 7) The Public Health Service Act of 1912, ss. 523 and 527 (42 USC ss. 690dd-3 and 290ee-3) as amended, relating to confidentiality of alcohol and drug abuse patient records; 8) Title V111 of the Civil Rights Act of 1968 (42 USC ss. 3601 et seq.), as amended, relating to nondiscrimination in the sale, rental or financing of housing;9)The Americans with Disabilities Act of 1990 (42 USC s. 1201), as may be amended.from time to time, relating to nondiscrimination on the basis of disability; 10) Monroe County Code Chapter 13, Article VI, which prohibits discrimination on the basis of race, color, sex, religion, national origin, ancestry, sexual orientation, gender identity or expression, familial status or age; and 11) any other nondiscrimination provisions in any Federal or state statutes which may apply to the parties to, or the subject matter of, this Agreement. • Section 21. COVENANT OF NO INTEREST COUNTY and CONTRACTOR covenant that neither presently has any interest, and shall not acquire any interest, which would conflict in any manner or degree with its performance under this Agreement, and that only interest-of each is to perform and receive benefits as recited in this Agreement. Section 22. CODE OF ETHICS The parties understand and agree that officers and employees of the COUNTY are required to comply with the standards of conduct for public officers and employees as delineated in Section 112.313, Florida Statutes, regarding, but not limited to, solicitation or acceptance of gifts; doing business with one's agency; unauthorized compensation; misuse of public position, conflicting employment or contractual relationship; and disclosure or use of certain information. Section 23. NO SOLICITATION/PAYMENT The COUNTY and CONTRACTOR warrant that, in respect to itself, it has neither employed nor retained any company or person, other than a bona fide employee working solely for it, to solicit or secure this Agreement and that it has not paid or agreed to pay any person, company, corporation, individual, or firm, other than a bona fide employee working solely for it, any fee, commission, percentage, gift, or other consideration contingent upon or resulting from the award or making of this Agreement. 8 For the breach or violation of the provision, the CONTRACTOR agrees that the COUNTY shall have the right to terminate this Agreement without liability and, at its discretion, to offset from monies owed, or otherwise recover, the full amount of such fee, commission, percentage, gift, or consideration. Section 24. NON-WAIVER OF IMMUNITY Notwithstanding the provisions of Sec. 768.28, Florida Statutes, the participation of the COUNTY and the CONTRACTOR in this Agreement and the acquisition of any commercial liability insurance coverage, self-insurance coverage, or local government - liability insurance pool coverage shall not be deemed a waiver of immunity to the extent of liability coverage, nor shall any Agreement entered into by the COUNTY be required to contain any provision for waiver. Section 25. NON-RELIANCE BY NON-PARTIES No person or entity shall be entitled to rely upon the terms, or any of them, of this Agreement to enforce or attempt to enforce any third-party claim or entitlement to or benefit of any service or program contemplated hereunder, and the COUNTY and the CONTRACTOR agree that neither the COUNTY nor the CONTRACTOR or any agent, officer, or employee of either shall have the authority to inform, counsel, or otherwise indicate that any particular individual or group of individuals, entity or entities, have entitlements or benefits under this Agreement separate and apart, inferior to, or superior to the community in general or for the purposes contemplated in this Agreement. Section 26. ATTESTATIONS CONTRACTOR agrees to execute such documents as the COUNTY may reasonably require, including, but not being limited to,. a Public Entity Crime Statement, an Ethics Statement, and a Drug-Free Workplace Statement, Lobbying and Conflict of Interest Clause, and Non-Collusion Agreement. Section 27. EXECUTION IN COUNTERPARTS This Agreement may be executed in any number of counterparts, each of which shall be regarded as an original, all of which taken together shall constitute one and the same instrument and any of the parties hereto may execute this Agreement by signing any such counterpart. An electronic signature may be used to execute the Agreement. Section 28. SECTION HEADINGS Section headings have been inserted in this Agreement as a matter of convenience of - reference only, and it is agreed that such section headings are not a part of this Agreement and will not be used in the interpretation of any provision of this Agreement. Section 29. INSURANCE POLICIES 9 29.1 General insurance Requirements for Other Contractors and Subcontractors. As a pre-requisite of the work governed, the CONTRACTOR shall obtain, at his/her own expense, insurance as specified in any attached schedules, which are made part of this contract. The CONTRACTOR will ensure that the insurance obtained will extend protection to all Subcontractors engaged by the CONTRACTOR. As an alternative, the • CONTRACTOR may require all Subcontractors to obtain insurance consistent with the attached schedules; however CONTRACTOR is solely responsible to ensure that said insurance is obtained and shall submit proof of insurance to COUNTY. Failure to provide proof of insurance shall be grounds for termination of this Agreement. The CONTRACTOR will not be permitted to commence work governed by this contract until satisfactory evidence of the required insurance has been furnished to the COUNTY as specified below. Delays in the commencement of work, resulting from the failure of the CONTRACTOR to provide satisfactory evidence of the required insurance, shall not extend deadlines specified in this contract and any penalties and failure to perform assessments shall be imposed as if the work commenced on the specified date and time, except for the CONTRACTOR's failure to provide satisfactory evidence. The CONTRACTOR shall maintain the required insurance throughout the entire term of this contract and any extensions specified in the attached schedules. Failure to comply with this provision may result in the immediate suspension of all work until the required insurance has been reinstated or replaced-and/or termination of this Agreement and for damages to the COUNTY. Delays in the completion of work resulting from the failure of the CONTRACTOR to maintain the required insurance shall not extend deadlines specified in this contract and any penalties and failure to perform assessments shall be imposed as if the work had not been suspended, except for the CONTRACTOR's failure to maintain the required insurance. The CONTRACTOR shall provide, to the COUNTY, as satisfactory evidence of the required insurance, either: • Certificate of Insurance or • A Certified copy of the actual insurance policy. The County, at its sole option, has the right to request a certified copy of any or all insurance policies required by this contract. All insurance policies must specify that they are not subject to cancellation, non- renewal, material change, or reduction in coverage unless a minimum of thirty (30) days prior notification is given to the County by the insurer. The acceptance and/or approval of the Contractor's insurance shall not be construed as relieving the Contractor from any liability or obligation assumed under this contract or imposed by law. The Monroe County Board of County Commissioners, its employees and officials will be included as"Additional Insured" on general liability and vehicle liability policies. 10 29.2 General Liability Insurance. Requirements For Contract Between County And Contractor (Note:amounts of coverage are subject to change in final contract) Prior to the commencement of work governed by this contract, the CONTRACTOR shall obtain General Liability Insurance. Coverage shall be maintained throughout the life of the contract and include, as a minimum: • Premises Operations • Bodily Injury Liability • Expanded Definition of Property Damage The minimum limits acceptable shall be: $300,000 Combined Single Limit (CSL) If split limitsare provided,the minimum limits acceptable shall be: $200,000 per Person $300,000 per Occurrence $200,000 Property Damage An Occurrence Form policy is preferred. If coverage is provided on a Claims Made policy, its provisions should include coverage for claims filed on or after the effective date of this contract. In addition, the period for which claims may be reported should extend for a minimum of twelve (12) months following the acceptance of work by the - County. The Monroe County Board of County Commissioners shall be named as Additional insured on all policies issued to satisfy the above requirements. 29.3 Vehicle Liability Insurance requirements The minimum limits acceptable shall be owner and non-owned and hired vehicles: $100,000 Combined Single Limit (CSL) If split limits are provided,the minimum limit is: $50,000 per Person $100,000 per Occurrence $25,000 Property Damage 29.4 Workers' Compensation Insurance Requirements Prior to commencement of work governed by this contract, the CONTRACTOR shall obtain Workers' Compensation Insurance with limits sufficient to respond to the applicable state statutes. In addition, the CONTRACTOR shall obtain Employers' Liability Insurance with limits of not less than: $100,000 Bodily Injury by Accident II $500,000 Bodily Injury by Disease, policy limits $100,000 Bodily Injury by Disease, each employee Coverage shall be maintained throughout the entire term of the contract. Coverage shall be provided by a 'company or companies authorized to transact business in the state of Florida. 29.5 Professional Liability Requirements Recognizing that the work governed by this contract involves the furnishing of advise or services of a professional nature, the Contractor shall purchase and maintain, throughout the life of the contract, Professional Liability Insurance which will respond to damages resulting from any claim arising out of the performance of professional services or any error or omission of the Contractor arising out of work governed by this contract. The minimum limits of liability shall be: $300,000 per occurrence and $500,000 aggregate Section 30. INDEMNIFICATION The CONTRACTOR does hereby consent and agree to indemnify and hold harmless the COUNTY, its. Mayor, the Board of County Commissioners, appointed Boards and Commissions, Officers, and the Employees, and any other agents, individually and collectively, from all fines, suits, claims, demands, actions, costs, obligations, attorneys fees, or liability of any kind arising out of the sole negligent actions of the CONTRACTOR or substantial and unnecessary delay caused by the willful nonperformance of the CONTRACTOR and shall be solely responsible and answerable for any and all accidents or injuries to persons or property arising out of its performance of this contract. The amount and type of insurance coverage requirements set forth hereunder shall in no way be construed as limiting the scope of indemnity set forth in this paragraph. Further the CONTRACTOR agrees to defend and pay all legal costs attendant to acts attributable to the sole negligent act of the CONTRACTOR. At all times and for all purposes hereunder, the CONTRACTOR is an independent contractor and not an employee of the Board of County Commissioners. As used in this section, the term "Contractor" shall include any subcontractors used by the Contractor. Section 30. Federal Contract Clauses. A portion of the funds used to pay for these services are expected to come from federal awards, as that term is defined in 2 CFR part 200. Therefore, the following federal contract clauses from 2 CFR part 200 are incorporated in and made part of this Agreement: a. Debarment and Suspension (Executive Orders 12549 and 12689)— A contract award (see 2 CFR 180.220) will not be made to parties listed on the government wide exclusions in the System for Award 12 Management (SAM), in accordance with the OMB guidelines at.2 CFR 180 that implement Executive Orders 12549 (3 CFR part 1986 Comp., p. 189) and 12689 (3 CFR part 1989 Comp., p. 235), "Debarment and Suspension." SAM Exclusions contains the names of parties debarred, suspended, or otherwise excluded by agencies, as well as parties declared ineligible under statutory or regulatory • • authority other than Executive Order 12549. :. b. Byrd Anti-Lobbying Amendment (31 U.S.C. 1352)—Contractors that apply or bid for an award exceeding $100,000 must file the required certification. Each tier certifies to the tier above that it will not and has not used Federal appropriated funds to pay any person or organization for influencing or attempting to influence an officer or employee of any agency, a member of Congress, officer or employee of Congress, or an employee of a member of Congress in connection with obtaining any Federal contract, grant or any other award covered by 31 U.S.G. 1352. Each tier must also disclose any lobbying with non-Federal funds that takes place in connection with obtaining any Federal award. Such disclosures are forwarded from tier to tier up to the non-Federal award. c. Americans with Disabilities Act of 1990 (ADA) — Contractor will comply with all the requirements as imposed by the ADA, the regulations of the Federal government issued thereunder, and the assurance by the CONTRACTOR pursuant thereto. d. Disadvantaged Business Enterprise (DBE) Policy and Obligation - It is the policy of the COUNTY that DBE's, as defined in 49 C.F.R. Part 26, as amended, shall have the opportunity to participate in the performance of contracts financed in whole or in part with COUNTY funds under this Agreement. The DBE requirements of applicable federal and state laws and regulations apply to this Agreement. The COUNTY and its CONTRACTOR agree to ensure that DBE's have the opportunity to participate in the performance of this Agreement. In this regard, all recipients and contractors shall take all necessary and reasonable steps in accordance with applicable federal and state laws and regulations to ensure that the DBE's have the opportunity to compete for and perform contracts. The COUNTY and the CONTRACTOR and subcontractors shall not discriminate on the basis of race, color,' national origin or sex in the award and performance of contracts, entered pursuant to this Agreement. e. The Contractor shall utilize the U.S. Department of Homeland • Security's E-Verify system to verify the employment eligibility of all new employees hired by the Contractor during the term of the Contract and shall expressly require any subcontractors performing work or providing services pursuant to the Contract to likewise utilize the U.S. Department of Homeland Security's E-Verify system to verify the employment eligibility of all new employees hired by the subcontractor during the Contract term. 13 f. No Obligation by Federal Government. The federal government is not a party to: this contract and is not subject to any obligations or liabilities to the non-Federal entity, contractor, or any other party pertaining to any matter resulting from the contract. g. Program Fraud and False or Fraudulent Statements or Related Acts. The Contractor acknowledges that 31 U.S.C. Chapter. 38 (Administrative Remedies for. False Claims and Statements) applies , to the Contractor's actions pertaining to this contract. d1 " -�k� � ESS WHEREOF, the partie hereto have caused these presents to be .." the . ` ; - - , e " 14 day of 01. q, VP Monroe County Board of County %- i Commissioners e'-s- �_ 6,U C.?-, .fib - :�''''.,Mo-.4E,. -_s' even Madok, Clerk By: By: / Deputy Clerk Mayor (Corporate Seal) Contractor: Interisk Corporation, Witness:j - rf ‘Af."" -4-A. _ ,.,., '71) ei la 6/ :S" By: //4/Liu /9/ /4-0 By: Printed Name: Printed Name: Lawton Swan,III Title: President mac-: i Cp"rn -p C7 NI -r' Cl/ ; c- __ -E-t • r n MONROE C')UNTY ATTCRNE(Y/]� (w API UV„,)AS O FpAM,(� "fffl--�ily�/ " Date: Ly-. + �o IJ= , • 14 1 EXHIBIT A SCOPE OF SERVICES SPECIFICATIONS The County desires to enter into a contractual partnership with the selected Contractor for insurance consulting services to include those services necessary to assist the County in achieving its goals as outlined in this RFP. The selected Contractor will • represent, market and service the Property and Casualty and workers' compensation needs of the County to include: • Providing expert insurance consultation and assistance, including evaluation of SIR, deductibles and risk financing alternatives • Identifying needs and creating solutions to address those needs in all areas of Risk management for a public sector entity • Insurance market analysis for all lines of insurance • Provide advice on the placement of coverage, TPA (third-party administrative) claims services, and appraisal services when requested by the County • Providing operational efficiency, responsiveness and resourcefulness in support of all Monroe County Insurance and Risk Management operations SPECIFIC REQUIREMENTS: 1. License and Staffing. The company must: • Have experience providing Property&Casualty insurance consulting services • Be licensed to conduct and transact business in the State of Florida. • Be in good standing to communicate and cooperate with the State of Florida's Department of Insurance. All assigned key professional staff must be properly licensed to conduct and transact business in the State of Florida. A Principal Consultant e must be appointed to oversee and administer the contract and serve as the point of contact on issues related to the contract and to the insurance obtained under the contract. 2. Marketing • The Contractor shall perform all of the marketing duties as specified in their Proposal that was submitted in response to the County's Request for 15 A Proposals (RFP)for Insurance Consulting Services. 3. Risk Management: The Contractor shall perform all of the Risk Management duties as specified in their Proposal that was.submitted in response to the County's Request for Proposals (RFP) for Insurance Consulting Services. Produce an annual insurance consultant services report within 45 days of the end of the fiscal year for Monroe County. This report is to include (but not be limited to): a schedule of policies in force; respective policy premiums, losses, fees earned or waived; development and trends in the markets addressing each coverage and recommendations for change or enhancement of the County's risk management program. 4. Claims: The Contractor shall perform all of the claim duties as specified in their Proposal that was submitted in response to the County's Request for Proposals (RFP) for Insurance Consulting Services. 5. Disaster Rgirpt?ursement: The County has a contract with Adjuster's International d/b/a Goodman Gable Gould to serve as the County's public adjuster. The consultant awarded this contract will work with Goodman Gable Gould (as necessary)to do the following: • Assist in providing information for the development of the claims submitted by the public adjuster; • Assist County in tracking and reconciling insurance payments received, so that those amounts can be reduced from any FEMA reimbursements. • Work with the County to ensure that properties for which the County has received FEMA payments maintain insurance coverage in the future. 6. Workers' Compensation: The consultant shall: • From time to time, assist in drafting RFPs or RFQs for the procurement of third-party administrator or other services related to the workers' compensation program; • On an annual basis, prepare an analysis of Monroe County's estimated future obligations associated with the County's workers' compensation program for use by the County's external auditors as part of the annual review of the County's financial reports as part of the preparation of the comprehensive annual financial report (CAFR). 7.Training and Education: • The insurance consultant shall be capable,of providing training services to the County's Risk Management unit on insurance and risk management 16 topics, and where agreed, conduct seminars for key operating personnel in county departments. • Identify continuing educational opportunities related to the referenced lines of coverage in this to the Risk Management staff. • Provide ongoing review and advice to Monroe County staff•on market trends, business news, industry developments and items of interest related to Risk Management in the public sector. 17 Exhibit B Interisk Proposal la REQUESTS FOR PROPOSALS FOR INSURANCE CONSULTING SERVICES MAY 23, 2019 /4 S-11°- 6--j4 • G Wi vW.i/4'�iM1HMl h/M r p. - y t + r' �+itiiii M tiWl Submitted by Interisic Corporation 'Lt.'Lt.%N.Westshore Blvd. Suite 208 Tampa,FL. 33607 (813)287-1040 Contact Sid Webber Contents Genera!information Tab 1 Relevant Experience Tab 2 Services,Approach and Availability of Service Tab 3 Litigation Tab 4 Other Information Tab 5 County Forms and Ucenses Tab 6 Exhibit B(Questionnaire) Tab 7 I Tab 1 a)Overview of Firm's Experience "The Interisk concept means providing the highest quality consulting services to protect the assets of our clients". (source: Corporate Mission Statement) interisk Corporation is an independent Risk Management firm located at 1111 North Westshore Boulevard, Suite 208 Tampa, Florida, 33607. Our telephone number is 813- 287-1040 and our facsimile number is 813-287-1041. Our e-mail address is: interisk(a)interisk.net , Interisk has affiliate offices in Los Angeles, California, Albany, New York and the Central Carolinas. There is no financial or management relationship with any phase of the insurance Industry. Compensation Is received solely from fees paid by our clients. No insurance is sold or placed. Interisk provides independent, objective consulting services. All principal consultants are credentialed and hold the Chartered Property and Casualty Underwriter (CPCU) and the Associate in Risk Management (ARM) designations. The firm is also represented by individuals retaining other professional credentials, including the Chartered Life Underwriter (CLU), Certified Systems Professional (CSP), Certified Management Consultant (GMG); Accredited Adviser in Insurance (AA)), Certified Insurance Counselor(CIC) and Juris Doctorate(JD). interisk provides consulting services, for over three hundred (300) clients in the governmental, private, institutional, and association sectors. Client size ranges from small, independently owned and operated businesses to large governmental entities and publicly held corporations with insurance/risk management budgets well in excess of$50 million. They include large multi-national organizations as well as proprietorships along with client-owned captive insurance companies and various self-insured and Risk Retention and Risk Purchasing Groups. Consulting services are provided on ongoing, retainer and single project bases. Specific Specialty Practice Areas have been developed for, self-insurance, various industries such as governmental bodies and agencies, transportation, utilities, entertainment, hospitality, education, condominiums, medical, museums, marine activities. The firm provides expert witness testimony on specific assignments and Is an approved arbitrator. Mr. Lawton Swan, Ill established the risk management practice more than thirty-five (35) years ago and is recognized as one of the leading practitioners in the industry. He is a Past President of the CPCU Society, an international body of insurance professionals representing all areas of the industry, which is recognized as the leading insurance professional organization in the United States. Principal Consultant, Sidney G. Webber has been with Interisk for over thirty(30) years having previously served as the Risk Manager for a major public utility as well as for an environmental services company. Mr. Webber has managed an insurance budget In excess of$19 million. He has extensive experience in the review of contracts for risk management purposes, remarketing of complex insurance programs and evaluation of self-Insured programs. Consultant Sharon M. Jakobi has been with lnterisk for twenty (20) years and has more than thirty-five (35) years experience in the field of insurance and risk management, bringing with her extensive insurance agency experience in the fields of property and casualty insurance and employee benefits. She owned and operated a full service insurance agency for over nine years in California. 1 Risk Management and Workers'Compensation Experience • Risk Management and Workers' • Establishing self-insured plans for Compensation audits Risk Management and Workers' Compensation programs • Insurance Program Reviews • Establishing appropriate Risk • Evaluation of insurer/broker Management and Workers' performance Compensation retention levels • Establishment of Risk • Contract development and Management reporting and administration statistical systems • Certification of self-funded and • Development of Risk Management captive daims information.Systems (RMIS) • Workers'Compensation and Risk • Plan design for self-insured Management claim audits programs • Development of creative • Reinsurance,Excess and Stop-Loss alternative risk programs Insurance negotiations • Creation of captive insurance • Evaluation of Third Party companies Administrators&Claim Payment Organizations • Training Risk Management and Workers'Compensation • • Self-Insurance and captive departments insurance company feasibility studies for Risk Management and • Seminars for Board of Directors Workers'Compensation programs and Committee members • Claim evaluation and assistance • Development of Risk Management procedures and manuals • Coordination with client selection committees,Boards and • Coordination of property Commissions validation • Development of traditional • Development of bid spedflcations insurance programs for Request for Proposals for insurance programs and related • Audit of Workers'Compensation services and Liability claims • Evaluations of Request for Proposals responses and related services Tab 1 b) Length of time providing Risk Management and Workers' Compensation Consulting Services Interisk Corporation has been providing Risk Management and Workers'Compensation services for over thi ty-five(35)years During that time period Interisk has assisted well in excessive of three hundred governmental and non-governmental organizations in the structure of their Risk Management and Workers'Compensatlon programs. While our services have resulted in our clients reducing its Risk Management and Workers'Compensation costs by millions of dollars,ft Is more Important that we have assisted our clients In the Identification of uncovered exposures and implementing maceration to their programs to provide better management of the organizations overall exposures and expenditures Tab 1 cj Statement of firm's commitment to higher education of Its consultants within the Insurance and risk management disciplines. Al/of our consultants are properly licensed by the State ofFiorida and are compliant with a// continuing education requirements. All of our consultants have advanced certifications and designations. They are credentioled and hold the Chartered Property and Casualty Underwriter(CPCU)and Associate In Risk Management(ARM)designations. The firm b also represented by individuals retaining other professional credentials,Including Chartered Li& Underwriter(CLU),Certified Systems Professional(CSP), Certified Management Consultant (CMC),Accredited Adviser in Insurance(AAO,Certified Insurance Counselor(CP and/urh Doctorate(ID). These designations,along with the insurance licenses require extensive continuing education provided by outsidesourres We are frequently asked to be panel members or presenters at numerous insurance organization meetings and seminars including the CPCLISociety RIMS,PR/MA and others All of our consultants have taught insurance education courses and Lawton Swan also serves on the National Examination Committee for the American Institute for CPCU and has served on their Boardof Trustees. Our consultants have written numerous articles on industry topics and have served as editors far insurance reference textbooks. A Tab 1 d) Other Experience We are unique in that our experience represents a//disciplines of the Insurance industry Including: Risk Management Insurance Agency Underwriting Claims Insurance Company Management Employee Benefits We believe that this provides us with an in-depth and unique perspective on our client's exposures We are able to assist in program structure,claim evaluation and presentation development of underwriting packages,negotiation with Insurers and reinsurers,contract evaluation,exposure identification,financial assessment of Insurance placements and evaluation ofse/f insured plan operations. Tab 1 e) Description of reference material and computer software specific to workers'compensation and risk management. Our research library is extensive: We utilize not only the known Insurance Industry resources, but numerous others to cross reference trends and projections. The annual cost of our libraryts considerable and we are constantly evaluating new sesames to ensure that the most current and relevant Information is available to our clients. Ali of our library information is shared with dents and we are available to research specific questions that may come up for new or related topics Our consultants also serve as editors for some of the Industry's most noted sources of Information. This provides us information prior to release to the general Industry to determine the potential effects information will have once/t/s released. Our clients receive the benefit of this at no additional charge Sources included in the library are: • Proprietary Software for Workers'Compensation and Risk Management. We have developed specific software for the tracking and evaluation of workers' compensation and risk management programs that allows us to assess the efficiency of client purrhased orself`Insured programs. We utilize these programs to assist us In consulting with our clients for proper evaluation and selection of various Mk management and workers'compensotlon solutions • Policy forms of various insurers. We have an extensive historical library of Industry standard and non-standard insurance forms dating back to the 1940s. We can track changes and recreate policy language when needed • Rate history filings of various insurers as well as specific special filings for particular Insurance programs This is important when comparing current or proposed rates and premiums with historical ones It also allows comparison with Insurer expense and prnfitfactors • Complete Insurer financial rating Information. /t is very important to know the &nand l status of the Insurer and other vendors&suppliers you we doing business with. Many Insurers have recently been downgraded and are not considered - Anandallystable to do business with. We use multiple Industrypublkatons and also maintain a continuous file of insurer annual statements for comparison. We uf/lsethe Internet for the most up-to-dote information regarding Insurer's financial positions. • Property Valuation Manuals are utilized to determine the cost of constructions We develop the value for claim purposes following a loss as well as the value of construction for Insurance purchasing purposes' This Information is often quite valuable following a loss in negotiations with insurers and others. • Numerous textbooks on insurance and risk management issues. In some instances,our consultants have served as authors and editors of various insurance and risk management texts These texts often serve as back-up information for some of our recommendations and presentations. • Numerous Insurance Industry trade publications. We subscribe to the maim Industry publications. Each one is reviewed for client relevant topics and the Information e-malled,faxed or telephoned to clients • Insurance Industry Indices. We maintain electronic indices to the major insurance Industry trade publications such as the National Underwriter,Business Insurance and other. This permits us to quickly research spedfictopics by key word, date or category. Specific articles are then reviewed and reprinted as needed for client assignment. • Internet Selected industry News. We utilise the Internet's news services to automatically search a wide variety of periodicals,Journals,newspapers,and other sources to notify us of selected items of Interest Examples are: insurer stock prices, earnings reports,large claim reports,specific Industry news on pollution,asbestos,AIDS, or new reported technology. This Information permits us to evaluate client's exposures as they happen and to develop recommended courses of action. • State statutes. In addition to having online access to the complete and current statutes, we maintain a complete version of the Florida Statutes dating back to 1974 This allows us to trace various laws relating to self-insurance,third party administrators, Insurer financial and operating requ/rrementr,reporting and filing requirements for selft insureds and others. • Up-to-date links are maintained with state and federal legislative bodies to preview and review relatediegisiatiori Advance notice of Impending legislation a/lows decisions to be made about coverage,benefits and overall plan direction. We routinely preview proposed legislation and administrative procedures that will affect our clients. Messy of the above materials are cornprdeedzed and pennit access based on key won*and phvaases. Tab i f) Resumes of all key members of the account team that wM be assigned as consultants including professional designations. The consulting team inenzben axsigned to the Mauve Cony account as highly evidenced aadhave teethed with the Countys Risk A nagement.Wbten' Compensation and other depaitinents for a consi robletineenablinnthemtohawcan historical background'of County operadbnx TT*wi,e u In redbaeedconw/Eizg time an assign a nt,and cast L � SIF 1f 1.145 Lawton Swan, Ui{, CPCU, CLU, ARM, CSP, CMC is President of!Merida Corporation,based in Tampa,Florida. He has more than forty(40)years'experience in the insurance industry as a consultant.,Vice President of a multi-line property and casualty insurance company,underwriter and china adjuster. He founded Interisk Corporation to provide Risk Management and Employee Benefits consulting services to clients. lb minion states: The lnterida concept means Nodding the highest guy confuting smokes to Noted the assets of our ddenix Fie is a past President of the CPCU Society where he r outinely interfaces with the national and international insurance industay's most influential leaden and worsts with the most recent trends within the instsance industry. He specializes in risk management evaluation the design and Implementation of loss prevention and safety progratm;self-insurance analysis and feasibility studies;captive insurance company feasibility studies and Mhpiementatiolv employee benefit plans and mkin mace negotiations. He is past president of the Florida Suncoast Chapter,Society of Chartered Property and Crasucdty Undeiwriters,the Suncoast Chapter of The Society of Chartered Life Underwriter and Chartered Financial Consultants,and the Tampa Bay Underwriters Assadation. Mr.Swan is a graduate of Florida State Univenity. He holds the Associate Risk Management(ARM) designation conferred by The Insurance Institute of America. In addition,he is a Chartered Property and Casualty Underwriter(CPCU),a Chartered Life Under niter(CLLQ,Certified Systems Professional(CSP)and Certified Management Consultant(CMC). • Mr.Swan is a member of the national Risk Management Research Council(RMRC). He is a frequent leduaer on risk management topics and has authored numerous articles on risk management. He is co-author of the publication A Lawyer's Checklist far Buying Insurance for the American Bar Association and served as editor for the publication Insurance and Reinsurance in Bermuda Mr.Swan has also published nuamerots cuticles for lire ache& The CPC.7!/arandand Agents Aimbo asi as well as given numerous semMans within the U.S. He has served as Regional Vice president for the Society of CPCU as well as Chairman of the Intro-Industry Affairs C nittee and is the former editor of the national publication'Your Business Today`,a current events journal for the insurance industry. He b an approved instructor for the State of.Florida Insurance Department Qualification Courses. rw. p Sidney G. Webber, CPCU, ARM has more than thirty-five(35)years of experience in the risk management field,serving as Risk Manager for large industrial,construction,and environmental firms. He has extensive knowledge in risk financing techniques,including the establishment and adminbt ation of association captives,single parent captives,large self- insured retention programs and the placement of complex insurance contracts. He has established safety and loss control programs that are highly recognized throughout the industry and has operating experience with corporate disaster and environmental programs. His educational and career path has provided him with knowledge of complex accounting systems and sophisticated internal control procedures. He has a thorough knowledge of electronic data processing including experience in programming and operating systems ranging super main frames to personal cornprden. He has developed many software programs for risk management applinoitions. Mr.Webber routinely participates in Risk Management and Workers'Compensation dairn audits. He has assisted chenb in structuring innovative progrosns,resulting in significant savings. On numerous occasions,he successfully assisted clients in the recovery of substantial sums from excess insurers and outside parties such as the Florida Second Disability Trust Fund. Mr.Webber provided Expert Witness testimony regarding the work of a Third Party Administrator in a major lawsuit regarding the administration of Workers'Compensation (alms. Throughout his career,Mr.Webber has had the responsibility of investigating,preparing,and negotiating large complex property dafrns. As a result,he has developed an in-depth knowledge of polity terms and conditions as well as the internal working of insurance companies. His background provides him with specific experience in the areas of expertise being sought by the County. •c%0p s nacci aq;;o%mum= Attie Pumas uO Rams$04 pun Jelduip n3d3 I7x11a<l p wapisaidvadD so Pin AaPOS f OCID a4i;O aowaAon PuP 40PiuK1 InuelluN laxixo g 04S 'o&lsoo P0s,3 wail ssaucm W as QQ miasma aa4 Panla 0I ats •suonougtoop Ovv)awmm q ug Jus!APV Pa-010V Pup bp)Joiesuno3 a0iD+n1 Pa linJ ;u0usa150un14 gsl2i ul owpOssy a spoil Osp pun uailinuapu(1!mono*pun fil+adoid OVIIRSU1 U533FallOy asp iq pawaA ` !sap(rpm)ausonrapu(1 fillorno3 pan tivadoki pala4 uo a4;splol asjs 'Dlwoinro'uougaa atio ay;P uolfqunuo3 aou13w4 aq;uo mad(s)a,nj;unq;wow .s0;pa+uas ssts ruuos,ad rotwpa;aow:mug ao j uaatMoud sulv!nq asnogw LID paivawa duw PUD Pa'=Pun(ivy)axswnsu!w.ioslnpV PaopPanV asji JC4 1073n4su!Up sam lgoap01 c y j 'sa+ussaJ Owpwogsgno to u0lixspas Jo ain%Op aq pun saluDdwso aouounsut spun maim'ullD)apfPU!IMP seuiluun pun smarts"au}fau mut ►paPnpU00 osP 50111WRID1 sswi 'Rossi awnutsu uo swap Jo;sdogopom pun snwlwas papaws:15 pun padolanap soy a45 isauung uo1Possa uo;o uautro ay;ao;sauspao0ud OulVodau wapput arusua xa pun uoquanaid sappxz'oquoo ssoj JOI 10,11113V1 suol;wado un padojanap 0ys puw sumiBosd uol;opossa 4 pasporn sny 04S -s;u0uasauno pnpoq'O'l°s(sdljnsm Pun mamas asj;pun sp0au osmium pun qsp f0 quipuo 0y;a-Manikin1 p041.103 aousunsu!3o am/mug sonuapto soy!awl sgri (lwol!!°J u1 ionic autl JOAo Jo;IbuaBD aounmsul 071Maf nol n palmedo pus)pawn ags'sue aboiag0gi puolpowa;u j pun lnu01bw Gaul Jul waplaud suA Pup roux31mm:eV'.saecxrjry uol;aonp3 Pup Buiulutf.eulPuPul wol sod mown ut pa+uas so j nii 'uwusa6aunp ipj pun aounutaq!O Nag up,u!aouaiacbca iM OE)a Unta alolu RN IV 'xxx 'wSb 'nDda 'igorar 'yv uoiogS r~ r 0OiUM.10111111131pisurri pozi a4;so awes min jaggaM y Fool sl4 fo waptsald;sad D$pun sunokud(0d3 asp W aopru#SOI wanbal n y a!i votwunisap(Wald)wa<uaanuny a1 W y an cal a5 puo surlyouspun fill13111333 puo 11430doid Joi aprinsul taloseatuv asp dq Pao umouetseP(roc.'))ximinuapun fiannspo pun d ps+oi11310 asp spjosl pun Dppo13 slpso5 Jo aAlutt 040 wag eanUnenV W eai8oQ s+solaspoB D panlBoai aH Tab 1 g)3—5 Customer references. Of our numerous client references we are pleased to present the following Florida governmental bodies or agencies. Al/of the references are current dients. 1. Florida Keys Aqueduct 2 Tampa Port Authority 3L Manatee County Pear tAuthority. Client Contact Length of Description of Services Provided Service Ms.Cheryl Sargent, 1986 to Full Risk Management Services for Florida Keys Aqueduct Benefits&Insurance Present Property/Casualty and Employee Benefits. 1100 Kennedy Dr. Administrator Services include risk assessment,re-marketing of Key West,FL 33040 Phone: (305)295-2211 insurance programs,claim assistance,contract reviews,claim audits and special projects Mr.Steven Frye 2007 to Full Risk Management Services for Tampa Port Authority Vice President of Present Property/Casualty and Employee Benefits. 1101 Channelside Dr. Finance Services include risk assessment,re-marketing of Tampa,FL 33602 insurance programs,claim assistance,contract Phone:(813)905-5037 reviews and special projects Manatee County Port Ms.Denise Stufflebeam Full Risk Management Services for Authority Business Manager 1980 to Property/Casualty and Employee Benefits. 300 Tampa Bay Way Present Services include to risk assessment,re-marketing Palmetto,FL 34221 Phone: (954)722-6621 of insurance programs,claim assistance,contract reviews and special projects The above references are offered in response to this section. Additional references are available upon request. Tab 1 h) - Does not apply. Interisk is a creditor of the County. Tab 1 I) Interisk is not required to prepare financial statements and do not prepare such documents. • • • Tab 2 Relevant Experience Record of perforrnaiwc and profesdonal accompfishorents The following list provides a representative sample of accomplishments of interisk Corpomtion and its consultants. We believe our team possesses the most experience in the fields of insurance and risk management. Individual experience of consultants has been used to accomplish some unique and complex solutions for ow clients. Experience Includes but is not limited to: -Am:wt.-610 Devdoprnent of a dedicatal database for various Risk'Management fimetions; ' • " • • .• - •• • 2. Preparation of insurance requirements for vendors and supplims; 3. Assistant=to governmental bodies for evaluation and negotiation of large property losses including hurricanes,tornados,building collapse,product defects,civil authority and othert 4_ Development of risk management and non-insurance solutions for large governmental Chards.for speCially and non-insnrable riSIM w...woramoidszw.s4441-oviv.A.viravalaormo-4,400.007.-e,..1.x..,p.4.4.4•614m.a.oviraa.20.70.......-AgnipAroozgaicaascr - 7 5. Pramntation to*tint government and private organizations for management and control of workers' collIPPlaation lotsts;. • • 6. Development of risk marragement criteria for successful mterface between joint gOvernment and private sector activities; •e•-.0,~Arey.,-,-...,•004,13{7.41,44.0113r.thvetww.v.,....Tial.o.:6414,44.A4,44.4,414,44.16A.RAMMIVIMPAPFAr . . . • ••• ' -.4..-1.4;-)A-1.V.V.I.AtrVZ=VariZZ.fr:iXttfeirgIVN.7.ANLV%": " AsOstoi With complex government 031tstruction Innina-ProPen-Y and liabditYinases; • . . • •- • r-OurAecrwirarr:-.A.-nortn,r2rnMv.prz..tiltx•Tr-- nse-tgivter=4*01117=M • • —• •"" " ' - • 8. Developed complex reinsurance arrangement for client with over$3 Billion in property values; 9. Developed and assisted with onmeinos insurance and risk managernent RFPx for the governmental and private sector clients; - - -- • 10. Presentations to numerous government and private sector boards*commissions regarding evaluation and selection°flame - and casualty insurance programs; • • • • • • • . - ,,-*•••• I I. Completed various continuing education courses for maintaining current licensing,prnferSioaal credentialing and personal development activitieg • , • . 12. Pmvkled eipert wimess testimony on complex propetty and liability claim - . •:. . _ 13. Evaluated Risk.Managers and departme.nt performance for governmental&non-governmental dientg • . ...02.0-nuatoco-F-404.4t.ki.,witm,....--en-Am."..00.0....:4--m_ur4.....:set.v.!...,g-ko*r...4034,-4.,.. ........ .:.• - • - - - _ 14. Developed risk management criteria,performed national search,heaviest()and recommentkd Ibr hire of Risk Managers for govertunental.8c non-governmental clients; -.reeirmarreekftmadysa-atatirik-kr,ressaia.entticredittsksosz.,..--A.4.0.tui...4roessevai.L....• ..• • " • 15. Individual consultants contitmously comply with educational,experience and ethical reqtdrementsof • numerous insurance infiriztty designations; • . - • . • • • • ' 16. Consultants serve on examination development boards for the most prestigious internatio nxogmzed insurance and risk mamageman orgardzations .1...i.q..ircotuggkr.nurnrugLada•• • • •-• .• - 17. Consultants routinely donate their lime to volunteer risk management rdatcd activities lbr orOnirations ,• • • such as the YMCA,Rotary International and other non-profit organizations • 18. Assisted governmental and non-govermnenlal entities with disputes with property and liability disputes• vAth insuraoce carriers; • - • 19. Assisted numerous governmental and non-govemmental entities with the renewal of property and liability insurance coveaages; •• .r.e..?...m.•..m.r..Kfoo..T.s.t..7.,m3-ww--..,,v-. .fr•-mar.r.y.-,..yg.off,-;atto4vz•_ .,---- •-• •— • 20. Development of"insurance Guide to Contract Administration"that establishes appropriate and uniform insurance requirements for client's contractors and vendors and notcp:4,404a$6.1.111.5...-cm.% aziksis%www•terzzur--wa.S.Cotizasia• •-- ••- • 21. Ananged for a$50 million liability insurance program within 24 hours when it was learned that the agent faikd.to advise of significant emissions. The majority of Intcrisk's clients do not require a contract. Tie services provided by Inierisk are typically governed by engagement letters or some other informal document. lraeris. k has cataracts with all oldie references displayed in Tab 1(g)of this proposaL • • Tab 2-Relevant Experience Interisk has an extensive record of performance and professional accomplishments similar to those being requested by the County. Some of the more notable accomplishments include: ➢ Providing full risk management and workers'compensation services for several mass transit governmental entities. ➢ Providing full risk management and workers' compensation services for several major marine ports located in Florida. A Providing full risk management and workers'compensation services for several Florida counties. A Providing full risk management and workers' compensation services for numerous Florida cities. > Providing full risk management and workers'compensation services for various Florida utilities. ➢ Providing full risk management and workers' compensation services for numerous non-governmental entities. > Providing specific risk management and workers' compensation services for both governmental and non-governmental entities. > Providing risk management and workers' compensation claims assistance to both governmental and non-governmental entities. While Interisk is agreeable to executing a contract similar to the one currently in force with Monroe County and similar to the draft contract contained in the County's RFP, most of our assignments are not governed by contracts but are governed by proposals submitted by Interisk. Many of our clients do not require a contract. However, all of the services for the references presented in item 1(g) above are governed by similar contracts/agreements that will be required by the County. Please refer to Item IG above for the requested list of similar contracts or agreements currently in force. e Tab 3. - Services, Approach and Availability of Service to County (a) The Proposer shall describe the approach and methodology he/she will take to accomplish the services described in Exhibit A. This shall include information on schedule and availability, staffing,whether sub- contractors are used,and any other relevant information explaining how the services will be accomplished. As the County's current consultant, interlsk has assisted in the development, implementation and monitoring of the County's insurance and Self insured Risk Management and Workers'Compensation programs. This will eliminate the need to spend valuable and costly time to familiarize itself with the County's current programs. We have provided a wide spectrum of Risk Management and Workers' Compensation consulting services in the past to include, but not limited to, all of the services specified in Exhibit A of the County's RFP. All of the services are provided at the request of the County. The approach and methodology used were developed based specifically on the issue being evaluated. While the approach and methodology varies based on the specific issue, they are always based on the foundation of producing the lowest overall cost for the County and generally incorporate the following principals: 1) identify and analyze the exposure to loss 2) Select the technique(s) that minimizes the County's exposure to loss. This includes both insurance and non-Insurance techniques 3) implement the selected technique(s) 4) Monitor the decisions made and the techniques implemented and make adjustments where appropriate it is anticipated that interlsk will continue to use the same approach and methodology In assisting the County with managing its Risk Management and Workers'Compensation programs and can continue to provide all of the services identified in Exhibit A of the County's RFP. interlsk strongly believes in the "Team Approach". Therefore interisk's entire staff of employees has always been available, and continues to be available, to service the needs of the County. Both the County's Risk Management and Workers'Compensation departments have the principal consultant's mobile and home telephone numbers. This effectively makes interlsk avaiabie on a 24 hours a day/7 days a week basis to respond to the County's needs. it should also be noted that Interisk has also developed a strong working relationship with other County departments (such as the Airports and the County Attorney's office). These departments have directly contacted Interisk when the Risk Management or Workers'Compensation Coordinators are unavailable. When this occurs, the Coordinators are copied on all communications to ensure they are kept advised of our activities. it Is not anticipated that any of the work performed by Interisk will require the use of subcontractors. (b) The Proposer should describe the delivery of individual services listed in the Scope of Services (Exhibit Al in this REP and how this will be accomplished. The Proposer should respond in detail and avoid a general overall response. Interisk, nor any other consultant, can offer a detailed description on how a specific assignment will be accomplished. Doing so will indicate a "cookie cutter"approach to handling the client's needs. This would not be in the best interest of the County. Each assignment is evaluated on its own merits and the approach will be dependent on the assignment and needs of the County. The evaluation of each assignment will include the following activities: 1. Develop a full understanding of the needs of the County 2. Develop a full understanding any unique issues associated with the assignment 3. Develop the best approach for handling the assignment 4. Develop a time line for the completion of the assignment Interisk in conjunction with the County will follow the above steps in completing all assignments. The delivery of Interisk's services will vary and depend on the activity involved. It could range from a simple phone call to producing and providing detail reports and schedules. We are always available to travel to Key West to make in person presentations to County Staff and Boards. Regardless of the delivery method used (whether it be a telephone conversation or a formal Board presentation) consideration Is given to those that may not have an in-depth knowledge of insurance and risk • management and our presentations are developed so all receiving the information fully understand the concerns and recommended solutions. While the length of time it will take to finalize the services for a particular project may vary depending on the complexity of the issue, Interisk prides Itself on responding to all assignments In a timely fashion. This response certifies that all items displayed in Exhibit A are included in lnterisk's proposal for Consulting Services to Monroe County and are Included in the comments on delivery of services above. We have performed all of the items in Exhibit A for the County in the past. Interisk will provide all of the services numerated In-Exhibit A (Scope of Services) except for the following. > The consultant is required to deliver to Risk Management at least 120-days prior to each policy(s) expiration or anniversary date, completed underwriter's applications for Risk Management review and approval. Reason: Most information being requested on underwriter's applications can only be answered by the County. Interisk will assist the County in the completion of all applications. > Create, analyze underwriting information and prepare underwriter applications for submission to the worldwide insurance marketplace. Reason: Most information being requested on underwriter's applications can only be answered by the County. lnterisk will assist the County in the completion of ail applications. > Provide advice to Risk Management of the quotations of insurance premiums and coverages obtained from insurance markets to meet the County's needs;this must include at least three competitive quotes for reputable carriers. Reason: While Interisk will provide Risk Management with advice on the quotations of insurance premiums and coverages, providing of competitive quotes is viewed as an agent/broker responsibility. Interisk will assist Risk Management in obtaining the quotes from the • agent/broker. ➢ Develop renewal proposals in conformity with the timeframe specified by the County's Board and staff. Reason: Developing renewal proposals is viewed as an agent/broker function. Interisk will assist the County in obtaining such proposals. D. Bind approved coverage and confirm placement in writing. Reason: Binding of coverages and obtaining written confirmation is viewed as an agent/broker function. Interisk will assist with this process. ➢ Review and be responsible for the accuracy and correctness,prior to delivery of excess/reinsurance coverage documents and/or pricing policies including all changes and endorsements. • Reason: This activity can only be provided by the agent/broker. Interisk will review all policies upon receipt and confirm they are issued at the proposed premium. D Invoice excess/reinsurance premiums, net of any commission,with appropriate written explanation regarding the manner in which the premium was computed. Reason: This is viewed as an agent/broker function. Interisk will review all invoices as they are received. ➢ Risk Management requires,through its insurance consultant, policy delivery within 90-days of Inception dates or renewal dates. Reason: This is viewed as an agent/broker responsibility. > Monitor existing policies for renewal dates and provide Risk Management with timely recommendations and service to include obtaining and presenting renewal quotations and alternative coverage quotations if renewal is not possible or desirable, in order to facilitate the continuity of coverage. For each line of Insurance, insurance consultant must approach the market no later than 120 days prior to the expiration of coverage. Reason: this is viewed as agent/broker function. Interisk will coordinate with the County to ensure this activity is being completed in a timely fashion. ➢ Maintain an archive of all policies of insurance procured for the benefit of Monroe County. Written permission must be received • from the County before destruction or other disposition of said policy documents is undertaken. Reason: This is viewed as an unworkable requirement. First, the Consultant's copy of policies is not viewed as the official copy of the policy. In addition,the Consultant often does not receive a complete copy of the policy, particularly if the policy was endorsed mid-term. If copies of the policies are required, the agent/broker should be able to provide them. Interisk does maintain copies of the County's policies for a number of years but cannot guarantee they are exact copies. > Issue all certificates of insurance In order to meet the needs of the Board. Reason: This is viewed as an agent/broker/insurer function. D Maintain accurate exposure data and provide an annual report by member agency and department. Reason: Such information must be maintained by the County. The only way Interisk,or any other consultant,will know of a change in the County's exposure data is if the County advises them of the change. Interisk will maintain the County's Statement of Values (SOVs) when provided by the County. > Provide detailed loss data both developed from the insurers and/or from insurance consultant's own RMIS database on a monthly basis with an annual recap of all losses. Reason: This is viewed as the function of the County's Third Party Administrator/Insurer. Tab 4—litigation The following information is provided at the request of the County. (1) interisk is a closely held corporation and iamb of its stock is owned by Lawton Swan III.: (2) Lawton Swan Ill is the only officer of Interisk and serves as its President,Secretary and Director. (3) Interisk was formed in 1986 and has been providing Workers'Compensation and Risk Management Consulting Services since its formation. (4)Interisk has been providing Workers'Compensation and Risk Management Consulting Services for over 35 years under the name of interisk Corporation and has not operated under a prior name. (5) Responses to the following questions are provided at the request of the County. (a) Has the person,principals,entity,or any entity previously owned,operated or directed by any of its officers,major shareholders,or directors,ever failed to complete work or provide the goods for which it has contracted?(if yes,provide details). Response: NO (b) Are there any judgments,claims,arbitration proceeding or suits pending or outstanding against the person,principal of the entity,or entity,or any entity previously owned,operated or directed by any of its officers,directors,or general partners?(if yes, provide details). Response: NO (c) Has the person,principal of the entity,entity,or any entity previously owned,operated or directed by any of its officers,major shareholders or directors,within the last five(5) years,been a party to any lawsuit or arbitration,or mediation with regard to a contract for services,goods or construction services similar to those requested in the specifications with private or public entities? If yes,provide details. Response: NO (d) Has the person,principal of the entity,or any entity previously owned,operated or directed by any of its officers,owners,partner,major shareholders or directors ever initiated litigation against the county or been sued by the county in connection with a contract to provide services,goods or construction services? If yes,provide details. Response: NO (e)Whether,within the last five(5)years,the owner,an officer,general partner,principal,. controlling shareholder or major creditor of the person or entity was an officer,general partner,controlling shareholder or major creditor of any other entity that failed to perform services or furnish goods similar to those sought in the request for competitive solicitation. Response: NO SUMMARY OF MAJOR SERVICES PROVIDED BY INTERISK CORPORATION DURING PAST 12 MONTH PERIOD Following is a partial list of the major activities that Interisk assisted the County during the past 12 months. 1. Renewal of all insurance coverages purchased by the County to include the development of bid specifications that were included in the County's RFPs. 2. Coordinated the limits of the County's Primary Wind Coverage to bring it more in line with the results of an independent appraisal of its buildings and contents. 3. Performed annual audits of the County's Workers' Compensation and Risk Management (Liability) claims. 4. Preparation of Management Summaries for all of the County's Property and Liability Insurance Policies. 5. Assist in the updating of the County's Statement of Values based on an independent property appraisal. 6. Assist in the preparation of various insurance related applications. 7. Coordination of limits and deductibles for the County's Wind, Flood and Property insurance. 8. Assist in the establishment of appropriate insurance requirements for the County's contractors and vendors. 9. Evaluation of the insurance implications of new County Ordinances. 10. Respond to questions regarding insurance raised by County Board Members and Senior Staff. 11.Coordinated the transfer of the County's Excess Workers' Compensation insurance to a new insurer when the current insurer withdrew from the governmental insurance market place. 12. Coordinated the transfer of the administration of the County's Excess Workers' Compensation insurance to a new agent. 13. Coordinated the updating of the Sheriffs equipment coverage included in the County's Property Insurance policy. 14.Coordinated the increase of the County's Wind and Flood coverage from $5 million to $10 million in the County's Master Property Insurance policy. As indicated,in this proposal, interisk views a number of items addressed in Section 2 (Marketing) of the County's Draft Agreement that was contained in the RFP are more of the agents/brokers responsibilities. lnterisk suggests that Section 2 of the Agreement be deleted in its entirety and replaced with language similar to the following. lnterisk agrees to perform all of the functions addressed in its proposal that was submitted in response to the County's RFP for Insurance Consulting Services. • • SECTION THREE: COUNTY FORMS AND INSURANCE FORMS • • RESPONSEFORM • RESPOND TO: MONROE COUNTY BOARD OF COUNTY COMMISSIONERS do Purchasing Department 1100 Simonton Street GATO BUILDING,ROOM 2.213 • 1100 SIMONTON STREET KEY T FLO•�RIDA 33040 I acknowledge receipt of Addenda No.(s) 1�' !� I have Included: Lobbying and Conalct of Interest Clause Non-CoKuslon Atlidavit [�g Drug Free Workplace Form Li Public Entity Crime Statement LA In addition,I have induded a current copy of the following professional licenses end business tax teCeipts: Florida Insurance Licenses for Lawson Swan,Sid Webber and Snaron Jakobi If ORGANIZATION,din efts to ply orauorl tees supply the toitowlns Information: (Registered business name must appear exactly as it appears on Any applicant other than an individual(sole proprietor)must submit a printout of the"Detail by Entity Name" screen from Sunbiz,and a copy of the most recent annual report tiled with the Florida Department of State, Division of Corporations. • We request respondents to quote a fixed annual fee that encompasses the entire Scope of Services requested In ExhibitA $54.000• Fee for services Included In contract: $ per year for Years 13 orate tottired. The fee is an all•lndusive cost. No additional costs or fees will be paid,including but not limited to travel costs,per diem s, telephone charges,facsimile charges,and postage charges. Mailing Address: 1111 N.Westshore Blvd. Telephone: (813)287-1040 Suite 208 Fax: 813)287-1041 pa,Fi 33607 Date: D / • Signed; Witness Lawton Swan Ill •Does not include out of office trips that will be billed presidgiint Name) at a rate of$165.00 per hour plus out of (, ®) pocket expenses. Out of pocket expenses will be STATE OF: or(6 0 billed at cost with no markup. All out of office trips will • be approved by County In advance. COUNTY OF: Yi IL L t 61.9 / Subs by � m to(or affinpad)} tare me on s/f O//q �l Y (name of affiant). He/She Is p'ersonaily known to me or has produced f Identification)as Identification. 43)71. 0114i/hype iaumNDANtt lu sal ► om � NOTARY UI. '4� rgUryPub6t-Stitedrbdda My Commission Expires: ` 14 M1COmm.bDta Avg nun / h'•,;,51:" irrswveortwarsihWrtuvt 36 of 57 il PUBLIC ENTITY CRIME STATEMENT "A person or affiliate who has been placed on the convicted vendor list following a conviction for public entity crime may not submit a bid on a contract to provide any goods or services to a public entity, may not submit a bid on a contract with a public • entity for the construction or repair of a public building or public work, may not submit bids on leases of real property to public entity, may not be awarded or perform work as a contractor, supplier, subcontractor, or CONTRACTOR 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, Florida Statutes, for CATEGORY TWO for a period of 36 months from the date of being placed on the convicted vendor list.' I have read the above and state that neither interisk Corporation (Respondent's name) nor any Affiliate has been placed on the convicted vendor list within the last 36 months. < Set (Signature) // ii Date: `�v/'d ql STATE OF: n da COUNTY OF: ,tikt tlac Subscribed and sworn to(or affirmed)before me on Pt l A ij I0( {J11 _ (date)by ( Q.tafOrk IS Cl ii (name of afflant). He/She is personally known to me or has produced (type of identification)as identification. . CilLetA. .;;-... loom oAtaztEeu13UC.H NOTARY PUBLIC Nourytht" GG13961 I .tit 1 myrort Au919-20 My Commission Expires' 40•of 57 NON-COLLUSION AFFIQAViT I. Lawton Swan III of the city of Tampa,Florida according to law on my oath,and under penalty of perjury,depose and say that • i. I am President of the firm of Intensic Corporation the bidder making the Proposal for the project described in the Request for Proposals for Insurance Consulting Services and that I executed • the said proposal with full authority to do so; 2. The prices in this bid have been.arrived at independently without collusion. consultation,communication or agreement for the purpose of restricting competition, as to any matter relating to such prices with any other bidder or with any competitor; 3. Unless otherwise required by law,the prices which have been quoted in this bid have not been knowingly disclosed by the bidder and will not knowingly be disclosed by the bidder prior to bid opening,directly or indirectly,to any other bidder or to any competitor;and 4. No attempt has been made or will be made by the bidder to induce any other person, partnership or corporation to submit,or not to submit,a bid for the purpose of restricting competition;and '-.. 5. The statements contained In this affidavit are true and correct,and made with full knowledge that Monroe County relies upon the truth of the •.Ufa ments contained in this affidavit in awarding contracts for said project. (Signature) Date: '/67, STATE OF: fiot COUNTY OF.Subscribed end sworn to(or affirmed)before me on 14.01.j i 0 a 010 (date)by Witt 1 toy\ EUJ GJA ,(name of efflant)_ He/She is personally known to me or has produced (type of Identification)as Identiflcatlon. uAiostAA- KISMOANffU.EUraoi I NOTARY PUhtic �,� tam�ar6n}ccttoa]+ ,� NrhKaeadgAre wysr:Dn I My Commission E�ires: I. aaamu rr4krinamaar. I 38 of 57 LOBBYING AND CONFUCT 9F INTEREST CLAUSE SWORN STATEMENT UNDER ORDINANCE NO.010.1990 MONROE COUNTY,FLORIDA ETHICS CLAUSE Interisk Corporation A (Company) "...warrants that heft has not employed, retained or otherwise had act on his/her behalf any former County officer or employee in violation of Section 2 of Ordinance No. 010- 1990 or any County officer or employee in violation of Section 3 of Ordinance No.010- 1990. For breach or violation of this provision the County may, in Its discretion terminate this Agreement without liability and may also,in its discretion, deduct from the Agreement or purchase price, or otherwise recover, the full amount of any fee, commission, percentage, gift, or consideration paid to the former County officer or employee." • (Signature) Date: /°/ STATE OF: F\pri601/4 nC COUNTY OF: i 11 iA&) - Subscribed and sworn to(or affirmed)before me on U tit.5 tO ! 20161 (date)by (x iJl/l 1 1 K J CIJA (name of affiant). He/She Is personally known to me or has produced (type of identification)as identification. • CliatkittA (1141 ........, K,RISTINWIKUUlM04 NOTARY PUBLIC ' •I. �'�t NotayPubk-ShtedRU. . Con iNon GGt3gG2• My Commission expires: 4114.014,4L1 `°• '? myc stun boires Aug 29.2m21 37 of 57 DRUG-FREE WORKPLACE FORM The undersigned vendor in accordance with Florida Statutes Section 287.087 hereby certifies that Interisk Corporation (Name of Business) 1. Publishes a statement notifying employees that the unlawful manufacture, distribution, dispensing,possession, or use of a controlled substance Is prohibited in the workplace • and specifying the actions that will be taken against employees for violations of such prohibition., 2. informs employees about the dangers of drug abuse in the workplace, the business' policy of maintaining a drug-free workplace,any available drug counseling,rehabilitation, and employee assistance programs, and the penalties that may be imposed upon employees for drug abuse violations. 3. Gives each employee engaged In providing the commodities or contractual services that are under bid a copy of the statement specified in subsection(1). 4. In the statement specified in subsection(1), notifies the employees that, as a condition of working on the commodities or contractual services that are under bid,the employee will abide by the terms of the statement and will notify the employer of any conviction of, or plea of guilty or nolo contendere to,any violation.of Chapter 893(Florida Statutes)or of any controlled substance law of the United States or any state, for a violation occurring in the workplace no later than five(6)days after such conviction. 6. Imposes a sanction on, or require the satisfactory participation in a drug abuse assistance or rehabilitation program If such Is available in the employee's community,or any employee who is so convicted. 6. Makes a good faith effort to continue to maintain a drug-free workplace through implementation of this section. As the person authorized to sign the statement, I rtify that-this firm complies fully with the above requirements. AG - recr— (Signature) Date: ‘57/e/I, • STATE OF: 01 `1 111. COUNTY OF: r 14. Sr. rr Subscribed and sworn to(oraffsrned)before me on 451 1 O4 iI (date)by kikklklYA _S(AJ rL1r\ (name of affiant). HelShe is personally known to me or has produced (typ&LAL11 f Identifcation)as iden' :tun. NOTA I AuW r `%� Kasrw uArn-frmd�o u:go-rio� My Commission Expires: 9t 1(t O 1 gptiryPuUfit 1. � .1 Connnwttion s GG 139tZA � di rArcanm6d047s.10:� n. btvetrn cP paramnittier, 39 of 57 • • • • • • FLORIDA DEPARTMENT OF FINANCIAL SERVICES . • LAIWTON SWAN III License Number:A258825 Resident Insurance License Issue Date .0218-LIFE&HEALTH 0311511979 .0240-HEALTH 03115/1979 .0220-GENERAL LINES(PROP&CAS) 04/0111971 muss Note: A lomue key ear rwxf manna ndr M e51i.imeata n h en rpma huger a wpkM!./w ire•gip ee••40144 M ep.el rake palm. .016e.-. ni.r.mo n.e.ery mwpokre4o,=eu oral two.n•ppr+ua rea•Mtl ,per e..rant•n 9•.nr 6 ID...etrani.■Ku on rn.um m tee re.. 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Jimmy Tatro•Is •.•M.tr reW team ma Rm.a O.o.mairl a Fromm i1.'a.Pawa*.1W.-lane w amp...aal ni•'r morn+•w rim*.n Aparen tar CdkfFiwnclal Mika .rm emu r Mamm.Mat a•.rd...p+mn=n tr.-.p.Mr*It r pa►:a N N4.•1 H I tglwii wttual•to kw..«mpw sr o..M• ao.n•r..aminat.m owed it To Fyn..O.p.r..4 sirmr papa.:he Isru M°•TAm•In m ty 141plonthang'mimeo nr}+p+mo er+.n./In State OfFlmida MMbtI a Nuum M1 M. MOAN... A 4... a•/ .... rite MfruLq NUM* ••I•L'mm•te ....a.... as ..memo it 'Mk MM/V.G. .moat r mrir•rxikrf.oar ra midge M Wing.f MSr t..n.•rm my map+11+..Ytlod.4 fainty r.mM mkt 't(:.ape maw en M.fiat Dep•n..n d FLmidMi.vrw:.e.tirf�WwY�ppr�pOpmlp.yfo/Aarb e • • • • • • • • - ---� - -- • FLORIDA DEPARTMENT OF FINANCIAL•SERVICES • • SHARON PIA RIE JAKOBI • License Number:A129756 Resident insurance License Issue Date • .0214-LIFE INCL VARIABLE ANNUITY 08/10/1993 •0220.GENERAL LINES(PROP 8 CAS) 07/09/1993 • • • • • oirneekoc_ • e - -. 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May as tier ensuing mas t.$VI.(I ad.wsu r mow 4 ism Wail etas. et Mgtlo.fflien.Ts.5555e M merry d Ieh enrfs t.or eM'new.M OPT15.151 Iles.ward Inner'toga..Seats an to Ftrrs o.pr..w t • Aiwa Saw aw wends al IgNr.Ayiadisa(k thafoladApr .. - , ATTACHMENT 1 QUESTIONAIRE Organization Name: Interisk Corporation Primary Contact/Representative: Sid Webber Title: Principal Consultant Address: 1111N.Westshore Blvd.,Suite 208 -City,State,Zip Code: Tampa,FL 33607 Telephone Number. (813)287-1040 Fax Number. (813)287-1041 E-mail Address: Sid.Webbetr@a Ipterisk.net L Does the firm have any contractual relationships that would preclude the firm from being unbiased in the services provided to the County? Response: No 2. Is the firm an insurance company,insurance agency,insurance broker,third party administrator,or employee of any of the foregoring? Response:No 3. If the answer to the preceding question is yes,do you accept fees or commissions? Response: N/A Interisk does not receive commissions from any source 4. Is the firm an insurance consultant? Response: Yes 5. If the answer to the preceding question is yes,do you accept fees or commissions from any insurance company,insurance agency,insurance broker,third party administrator,or employee of the foregoing? Response: No 6. Is the firm owned or controlled by an insurance company,insurance sales organization,third party administrator or any consulting firm which owns or controls an insurance company,insurance sales organization,or third party administrator? Response: No 7. If you are selected as the insurance consultant,will you warrant that you will not receive any commissioners,fees,bonuses,or other compensation from any other source as a result of any coverage placed as part of the County's insurance program? Response:Yes 4 8. Please list any contractual relationships between your firm and any persons or business entities that provide services in the areas of workers'compensation and/or risk management. Response: Interisk has no contractual relationships with any person or business entity that provides services in the area of workers'compensation and/or risk management. 9. If the County changes from the current consultant as a result of this RFP the successful firm will need to have a transition plan. Please describe your transition plan. Response: As the County's current Workers'Compensation and Risk Management consultant,this item does not apply to Interisk. 10. Describe your client service approach and how you respond to client request. Include what you consider non-urgent/routing requests and urgent requests. Response: While Interisk views all of its assignments with some level of urgency,it is recognized that some activities may not be as time sensitive as others. If our clients view a particular issue as urgent,Interisk treats it as being urgent. If the client does not view the assignment as being urgent but Interisk does,the client will be called and the timing of the completion of the assignment will be discussed. Even if both the client and Interisk view a particular assignment as not being urgent,the assignment is completed as soon as.possible. Intcrisk's commitment to responding to client's needs in a timely fashion can be demonstrated by: a. All.of Interisk's clients have their primary consultant's home and cell phone number and arc available 24 hours a day. b. Interisk consultants have direct access to their mails via their cell phones and continually monitor their ernails when they are not in the office. c. Except for rare occasions,all telephone calls are returned before the end of the business day. The County only has to refer to its past experience with Interisk as a demonstration of the commitment it has to responding to their client's needs in a timely fashion. 11. If required,would you attend the Board of County Commissioner meetings to provide any recommendations and supporting documentation for approval? Response: Yes 12. Detail the ability of the firm to monitor regulatory and legislative developments at both the State and Federal level and how this will be communicated to the County. Response: Interisk monitors electronic data regarding regulatory and legislative developments at both the State and Federal levels daily. In addition,Interisk monitors and reviews proposed legislation bills submitted by State and Federal Houses or Senates. The activities of other regulatory bodies,such as the National Council on Compensation Insurance(NCCI)and the Internal Revenue Service(IRS)arc also monitored on a daily 4 basis. Interisk supplements it's monitoring of the activities of these regulatory bodies by daily reviewing the Federal Register,various trade publications and legal notices for legal issues that may impact our clients. Clients are immediately notified of any issues that may have an impact on their Insurance/Risk Management programs. _ 13. How do you measure client satisfaction? Response: This is a difficult question to answer. Each client and the individuals that represent the client have different personalities and expectations. As assignments are received,they are discussed with the client in detail and objectives and a time frame is established. As the project continues,the objectives and time frame are adjusted as needed. In addition,we have nearly daily contact with our clients(particularly during a project)that allow the client to express any concerns they may have. All concerns are addressed immediately. This approach minimizes any client dissatisfaction. The fact that many of our clients have allowed departments other than their Risk Management,Insurance and Workers'Compensation departments to develop a working. relationship with Interisk is a strong indication of the Ievel of satisfaction our clients have with us. Some of our clients have even requested that we directly contact vendors and contractors on their behalf to resolve issues. It is believed that if such clients are not completely satisfied with Interisk,they would not permit such contact to take place. Another good indicator of our client's satisfaction is the retention rate that we maintain with our clients. We have served most of our clients for a number of years. Some of our clients have retained Interisk for more than 30 years. In January 2014 and 2016 Interisk and representatives from one of its clients visited London England and met with a number of current and prospective underwriters. It is believed that this visit contributed to a 22%reduction in the client's premiums despite the fact that their property values increased by 24%. When the renewal proposal was presented. to the client's governing board,several of the Commissioners commended Interisk during the public meeting for their excellent work. Following the meeting a number of the Commissioners personally thanked Interisk for their efforts. In addition,following the meeting,a news reporter interviewed the Client regarding a new type of insurance coverage they purchased. The client asked Intetisk to assist in the interview. This interview resulted in an extremely favorable article being included in the news paper's next edition.. In May 2014,Interisk presented an overview of a client's Property and Casualty Insurance program to the client's governing board at a public workshop. Not only did all of the Commissioners complement Intetisk on their presentation,one of the Commissioners sent the presentation to the insurance agent who administers the insurance program for another entity that he serves as a commissioner for and requested a similar presentation be made to their governing board. The above two items are dear indicators of the level of satisfaction Interisk's clients have with our service. 14. Based on your knowledge of Monroe County's current risk management program, briefly describe two (2)improvements that you would recommend that the County consider. If you were to be selected as the insurance consultant. Support your recommendation with an explanation of why the County should consider implementing these two improvements. Recommendation 1: The County's Master Property program renews of May 1 of each year. Many of the south Florida Governmental entities'programs also renew on Mayl. Insurers typically allocate their resources(the limits they can provide)for catastrophic coverages (wind and flood)on an annual basis. This means that the County is competing with these other south Florida Governments for these resources. The County may want to consider moving the renewal of their Master Property program to March so insurers will be more willing to commit more of its resources to Monroe County. This may result in the County being able to higher wind and flood limits.. Recommendation 2:: The use of drone aircraft has increased considerably during the past several years. The County may want to consider exploring if they are using such aircraft. If drones ate being used by the County,consideration may want to be given to purchasing Drone Liability and Physical Damage coverage. The critical concern with such coverage is the Liability coverage. If one of the drones were to crash and injure a member of the public, a significant uninsured loss could occur. In addition,the coverage should include Invasion of Privacy coverage in the event compromising pictures/film is accidently obtained of the general public. The representative stated below is the authorized agent of the Proposer and is authorized to bind the company upon acceptance by the County. Deviations from the requested program have been stated. 'Coverage(s) or services will be issued as proposed. Name of firm: Interisk Corporation )14 , 5/15/19 Signature Date President Title ® DATE(MM/DD/YYYY) ACC o CERTIFICATE OF LIABILITY INSURANCE 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). CON Diane Lippincott PRODUCER CONE:E: PP Brier Grieves Agency (ArccNNo,Ext): (813)876-4166 IA//c,No): 3617 Henderson Rd ADDRESS: dianel@bgains.com INSURER(S)AFFORDING COVERAGE NAIC B Tampa FL 33609 INSURER A: NATIONWIDE INS CO OF AMER 25453 INSURED INSURER B: DEPOSITORS INS CO Insurance Advisory Group AND Interisk Corporation INSURER C: 1111 N WEST SHORE BLVD INSURER D: INSURER E: TAMPA FL 33607 INSURER F: COVERAGES CERTIFICATE NUMBER: REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT,TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN,THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES.LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR AUULSULSK POLICY tl-F POLICY EXP TYPE OF INSURANCE LTRINSD WVD POLICY NUMBER (MM/DD/YYYY) (MMIDDIYYYY) LIMITS X COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE S 1,000,000 UHMHI,t I u KcN I to CLAIMS-MADE X OCCUR PREMISES(Ea occurrence) S MED EXP(Any one person) 5 5,000 A Y ACPBPOZ5914822604 03'20.'2019 03/20'2020 PERSONAL&ADV INJURY s 1,000,000 GEN'L AGGREGATE LIMIT APPLIES PER. GENERAL AGGREGATE S 2,000,000 PRO- ' X POLICY JECT LOC PRODUCTS-COMP/OP AGG 5 2,000,000 OTHER. 5 AUTOMOBILE LIABILITY CUNIHINtU SINULt LIMI I 5 1,000,000 (Ea accident) ANY AUTO BODILY INJURY(Per person) S A —AWNED —AUTOS LED Y ACPI3POZ5914822604 03/20/2019 03/20'2020 BODILY INJURY(Per accident) 5 AUTOS ONLY _AUTOS _ HIRED NON-O`PiNED PKUYCHI Y UA.M.;UL a X AUTOS ONLY X AUTOS ONLY (Per accident) S UMBRELLA LIAB OCCUR EACH OCCURRENCE S _ EXCESS LIAB CLAIMS-MADE AGGREGATE 5 DED RETENTIONS S JORKERS COMPENSATION AND EMPLOYERS'LIABILITY X STATUTE ER ANY PROPRIETOR/PARTNER/EXECUTIVE Y f N E L.EACH ACCIDENT S 1,000,000 B OFFICER/MEMBER EXCLUDED' N/A ACPWC'D5984822604 03/20'2019 03!20/2020 - (Mandatory in NH) E.L.DISEASE-EA EMPLOYEE 5 1,000,000 If yes,describe under DESCRIPTION OF OPERATIONS b oc E.L.DISEASE-POLICY LIMIT S 1,000,000 DESCRIPTION OF OPERATIONS/LOCATIONS I VEHICLES (ACORD 101,Additional Remarks Schedule,may be attached if more space is required) _ ,? Certificate holder shown as additional insured ( + A P1t\TDc Y nlSl<1,1AINAGEMENT ::� ..rf+, 4-vt SY__i,_1, I�t� — � L,l.. 'J DATE :i---4( f 1 -C,11 2 t ;f1l/<LZi WAI's ER AI/,s,X '(ES CERTIFICATE HOLDER CANCELLATION SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF,NOTICE WILL BE DELIVERED IN County of Monroe ACCORDANCE WITH THE POLICY PROVISIONS. Risk Management AUTHORIZED REPRESENTATIVE PO Box 1026 f3rLe.r i rLtµEs I Key West,Fl 33041 ©1988-2015 ACORD CORPORATION. All rights reserved. ACORD 25(2016/03) The ACORD name and logo are registered marks of ACORD INTE801 OP ID: S1 AMR 0' DATE(MM(DDIYYYY) CERTIFICATE OF LIABILITY INSURANCE 0E(MM/ D/YY 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 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 CONTACT P&C-Direct Business Professional Services PHONE FAX MiniCo INS Agency LLC IA/C,No,Extl:800.528.1056 (A/C,No): 602.760.3057 10851 N Black Canyon Hwy Ste200 E-MAADDRESS: Phoenix,AZ 85029 P&C-Direct Business INSURER(S)AFFORDING COVERAGE NAIC# INSURER A:Beazley Ins Co Inc. INSURED Interisk Corp/Incur Advisory INSURERS: Lawton Swan III,CPCU,CLU 1111 N Westshore Blvd#208 INSURERC: Tampa,FL 33607-4711 INSURER D: INSURER E: INSURER F: COVERAGES CERTIFICATE NUMBER: REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER 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 TYPE OF INSURANCE ADDL SU8R, POLICY EFF POLICY EXP LIMITS LTR INSO WVD I POLICY NUMBER (MMIDD/YYYY) (MM/DD/YYYY) COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE j S DAMAGE TO RENTED CLAIMS-MADE OCCUR PREMISES(Ea occurrence) i S MED EXP(Any one person) 5 PERSONAL 8 ADV INJURY i S GEN'L AGGREGATE LIMIT APPLIES PER GENERAL AGGREGATE POLICY JECT L I LOC PRODUCTS-COMP/OP AGG S OTHER. `S AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT I S (Ea accident) ANY AUTO BODILY INJURY(Per person) S ALL OWNED SCHEDULED BODILY INJURY(Per accident) S AUTOS AUTOS NON-OWNED �.�,�y; �y'A�s�Imo!^' � ` -F PROPERTY DAMAGE S HIRED AUTOS _ AUTOS \' ` ,� �� (Per accident) Al t l i�r/ UMBRELLA LIAR OCCUR lSY , S ; Li EACH OCCURRENCE S EXCESS LIAB CLAIMS-MADE AGGREGATE j 5 ATE .- _. DED RETENTIONS i N/rAf YE@, D .5 WORKERS COMPENSATION ^) I PER OTH- AND EMPLOYERS'LIABILITY Y/N STATUTE ER ANY PROPRIETOR/PARTNER/EXECUTIVE � � E.L.EACH ACCIDENT i 5 OFFICER/MEMBER EXCLUDED? N/A (Mandatory in NH) C_ E L DISEASE-EA EMPLOYER S If yes,describe under \_... DESCRIPTION OF OPERATIONS below E.L.DISEASE-POLICY LIMIT S A Misc Prof Liab V11D8T19PNPM 07/01/2019 07/01/2020 Per Claim 1,000,000 Aggregate 1,000,000 • DESCRIPTION OF OPERATIONS/LOCATIONS/VEHICLES (ACORD 101,Additional Remarks Schedule,may be attached if more space is required) 5,000 deductable CERTIFICATE HOLDER CANCELLATION MONROEC SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE Monroe CountyBoard of CountyTHE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. Commissioners Risk Management Department AUTHORIZED REPRESENTATIVE 1100 Simonton Street Key West, FL 33040 { ©1988-2014 ACORD CORPORATION. All rights reserved. ACORD 25(2014/01) The ACORD name and logo are registered marks of ACORD