#08/19/1997 Agreement
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BRANCH OFFICE
3117 OVERSEAS IDGHWAY
MARATIiON, FLORIDA 33050
TEL. (305) 289-6027
FAX (305) 289-1745
CLERK OF mE CIRCUIT COURT
MONROE COUNTY
500 WHITEHEAD STREET
KEY WEST, FLORIDA 33040
TEL. (305) 292-3550
FAX (305) 295-3660
BRANCH OFFICE
88820 OVERSEAS IDGHWA Y
PLANTATION KEY, FLORIDA 33070
TEL. (305) 852-7145
FAX (305) 852-7146
MEMQBAHIlYM
FROM:
Division of Management Services
c/o County Administrator
Isabel C. DeSantis, Deputy Clerk ~ C.~.
oct. ~
septe~ 24, 1997
TO:
DATE:
As you know, at the August 19, 1997 meeting, the Board granted
approval and authorized execution of an Employee Assistance Plan
· Contract between Monroe County and the Mental Health Care center
of the Lower Keys, Inc., d/b/a Care Center for Mental Health to
provide confidential, professional counseling services for all
fUll-time, regular employees and thei~ dependents under Monroe
County's Employee Assistance Program (EAP).
Attached for return to the Contractor is a fully-executed
duplicate original of the above document.
Should you have any questions concerning the above, please do not
hesitate to contact this office.
cc: County Attorney
Finance Director
./File
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EMPLOYEE ASSISTANCE PLAN CONTRACT
This contract is entered into by and between MONROE COUNTY, a political subdivision
of the State of Florida, whose address is 5100 College Road, Public Service Building, Key West,
FL 33040, hereafter COUNTY, and the Mental Health Care Center of the Lower Keys, Inc.
d/b/a CARE CENTER FOR MENTAL HEALTH, a non-profit Florida corporation, whose address is
1205 4th Street, Key West, FL 33040, hereafter the CONTRACTOR.
WHEREAS, the COUNTY recognizes that its employees can suffer from personal problems
and stress that can adversely affect their job performance, attendance at work and health;
WHEREAS, the COUNTY desires to contract with a qualified provider to furnish COUNTY
employees and their dependents with confidential counseling on personal matters that affect
their physical and emotional well-being;
WHEREAS, the CONTRACTOR represents that it has a professionally qualified staff and
the resources to provide such counseling services;
WHEREAS, the COUNTY desires to employ the CONTRACTOR to furnish such counseling
services to the COUNTY's employees and their dependents; NOW THEREFORE,
1) DEFINITIONS:
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The parties agree as follows:
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a) COUNTY employees are the employees of the Bo9i~;: of -Couqty
Commissioners, the Board members, the Constitutional Officers and thei~niPloy'ges..As
used in this contract, the words COUNTY employee or employee includ~d~pe~nt~
b) Dependents are those individuals living in the employee's home.
2) The CONTRACTOR must provide an employee assistance plan, hereafter the EAP,
to the COUNTY employees. The EAP requirements are set forth in the paragraphs that follow.
3) The EAP must initially provide the following service:
a) A top management orientation session must be held that provides an EAP
overview to top COUNTY management personnel who cannot, because of their job
responsibilities, attend the 2 1/2 hour supervisor's intervention training sessions.
b) At least four supervisors' intervention training sessions must be held to
explain the supervisors' role, function and responsibility vis a vis the EAP. The sessions
must be at least 2 1/2 hours long and the CONTRACTOR should furnish the supervisors
that attend the session with written (and complete) information regarding the operation
of the EAP. An additional session for newly hired supervisors who missed the first four
sessions must be held during the contract term. The CONTRACTOR must also be
available for consultation with the supervisors regarding the operation and
administration of the EAP during the contract term.
c) A program orientation session must be held for all COUNTY employees not
covered under subparagraphs 3(a) or 3(b) to explain to them the counseling services
available under the EAP. A summary, written in simple English, that describes the EAP
services available should be furnished the employees at these sessions. The employee
sessions must be at least thirty minutes long.
d) The CONTRACTOR's scheduling of the sessions described in subparagraphs
3(a) - 3(c) must be coordinated with the County's Human Resources Director. Sessions
must be held in the COUNTY offices at Key West, Marathon, and Plantation Key, except
for the top management session which need only be held in Key West.
4) Upon request, the EAP must provide four educational group seminars selected
from the following topics:
a) Stress management;
b) Violence in the workplace;
c) Alcohol and education;
d) Marriage enrichment;
e) Depression;
f) Dealing with difficult people;
g) Parenting problems; and
h) Anger management.
5) The EAP must provide individual counseling services that include the following:
a) Mental health care;
b) Substance abuse evaluation and rehabilitation;
c) Retirement counseling;
d) Parenting;
e) Abuse;
f) Anger and stress management;
g) Grief and loss; and
h) Elder care.
Employees may be referred to individual counseling by their supervisors or may seek out
counseling individually. To facilitate employees seeking counseling on their own, the
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CONTRACTOR must provide a 7 days a week and 24-hour per day toll free confidential
telephone service answered by professional staff.
This phone service must be able to
immediately assist the employee seeking professional help. Whenever possible, face to face
meetings with the employee and the CONTRACTOR's counselor should be arranged, so that
the employee's problem(s) may be professionally evaluated and an effective care plan
devised and implemented.
A total of eight face to face counseling sessions are available to the employee and his
or her dependents during the contract term. If the eight counseling sessions are exhausted, but
the problem(s) remain unresolved, then the CONTRACTOR must explain to the employee what
other treatment options are available.
If the face to face counseling session(s} reveal a problem or problems not covered by
the EAP, then the CONTRACTOR must refer the employee to a mental health care provider
who can furnish the service(s} needed. In the case of a referral under this subparagraph, and
after the employee executes a release of information form, the CONTRACTOR must keep in
contact with the counseling service provider in order to determine whether the employee is
receiving appropriate professional treatment and is participating in a positive way in the
treatment plan. If the employee was initially referred to the CONTRACTOR by a COUNTY
supervisor, then the COUNTY's Human Resources Director must be kept advised of the progress
of the referral treatment. Otherwise, that information may not be released to COUNTY
management or any other third person.
6} The CONTRACTOR must furnish the COUNTY a quarterly report that has the
following information:
a} The number of employees using the EAP;
b} The number of individual referrals and the number of
supervisor/management referrals;
c} The number of males and females participating in the EAP;
d} The number of problems diagnosed broken into categories;
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e) Treatment results by category, along with numbers showing employees
that are:
(i) Currently in treatment;
(ii) Cooperating with treatment;
(iii) Completed treatment;
(iv) Referred out of the EAP and to another mental health care provider;
(v) Receiving after-care service.
7) All employee counseling sessions, and any records related to those sessions, are
confidential and may not be released to the COUNTY or to any third person. There are only
two exceptions to this confidentiality requirement. The first is when an employee is referred to
the CONTRACTOR by his or her supervisor or another member of management. In that case,
the CONTRACTOR will obtain from the client a signed "Release of Confidential Information"
form which will permit the CONTRACTOR to keep Monroe COUNTY's Human Resources Director
informed with regard to whether the employee is cooperating with his or her treatment
program. The second exception is when the CONTRACTOR, in his professional opinion,
determines that an employee is a clear and imminent danger to him or herself or others. In
that case, the CONTRACTOR must immediately notify the COUNTY Human Resources Director
or, if she is unavailable, the COUNTY Administrator, as provided by Florida law.
8) The term of this contract is from September 1, 1997 through and including
September 30, 1998. This contract may be renewed at the option of the COUNTY for two
additional one-year terms (October 1 - September 30) on the same terms and conditions as
the original contract. In order to exercise its option, the COUNTY must furnish the
CONTRACTOR a written notice of the COUNTY's intent to renew 30 days or more before the
contract term expiration date (September 30).
9) The COUNTY will pay the CONTRACTOR based on 1381 employees at $6.00 per
employee per month, on an arrears basis, $8,286.00 per month for the CONTRACTOR's EAP
services. This amount is due without regard to the number of employees who utilize the EAP
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services during the month. The amount is also due without regard to any fluctuation in the
number of employees during the contract term. In order to be paid, the CONTRACTOR must
prepare a monthly invoice for payment in a form satisfactory to the COUNTY's Human
Resources Director and to the Clerk. The invoice must be submitted to the Human Resources
Director for approval. If the Director approves, she will forward the invoice to the Clerk for
payment.
10) The COUNTY's obligation to pay is contingent upon an annual appropriation from
the COUNTY's Board of County Commissioners. If the Board fails to appropriate funds, the
COUNTY's Human Resources Director must immediately notify the CONTRACTOR to cease all
EAP services. The CONTRACTOR will then be paid the pro-rata amount of its monthly fee up to
the date it received the Director's notice. After this payment, the COUNTY will have no further
obligation or liability to the CONTRACTOR, either for additional fees under the contract or for
damages of any kind and amount based on any theory of liability.
11) The CONTRACTOR warrants that all persons who furnish professional counseling
services to employees under the EAP are competent to perform such services, will perform
such services with a high standard of professional care, and are properly licensed by the State
of Florida to perform such services.
12) Due to the archipelago geography of the Florida Keys and the location of
COUNTY offices, the CONTRACTOR must maintain offices in Key West, Marathon, and
Plantation Key during the contract term.
13) Before the commencement of providing EAP service under this contract, the
CONTRACTOR must have the insurance set forth in Attachment A. Attachment A is attached
to and incorporated into this contract.
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14) The CONTRACTOR must indemnify and hold harmless the COUNTY from and
against all liability, claims, damages both direct and consequential, loss, costs and expenses
arising out of, or resulting from, any negligent error or omission of the CONTRACTOR in
performing the EAP services required under this contract. The purchase of the insurance
required under paragraph 13 does not vitiate the CONTRACTOR's indemnification obligation
under this paragraph 14.
15) Except in the case of non-appropriation covered by paragraph 10, either party
may cancel this contract without cause by giving sixty (60) days written notice to the other
party. The CONTRACTOR must be paid the fee for EAP services due under this contract up to
the cancellation date. If the cancellation date falls during the month, then the final monthly
payment will be paid pro-rata so that the amount reflects the number of days in the month up
to the date of cancellation. Other than the COUNTY's obligation to pay the contract fee up to
the cancellation date, the party who cancels the contract under this paragraph is not
obligated or liable to the other for any additional fees under the contract or damages of any
kind or amount based on any theory of liability.
16) Either party may terminate this contract because of the failure of the other party
to perform its obligations under this contract. If the COUNTY terminates this contract because
of the CONTRACTOR's failure to perform, then the COUNTY must pay the CONTRACTOR the
amount due for EAP services satisfactorily performed up to the date of the CONTRACTOR's
failure to perform, but minus any damages, direct and consequential, the COUNTY suffered as
a result of the CONTRACTOR's failure. The damage amount must be reduced by the amount
saved by the COUNTY as a result of the contract termination. The CONTRACTOR is liable for
any additional amount necessary to adequately compensate the COUNTY if the amount due
the CONTRACTOR is insufficient to compensate the COUNTY for the damage it suffered.
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17) The CONTRACTOR may not assign its obligations or benefits under this contract, or
subcontract its obligations under this contract, without the written consent of the COUNTY.
18) The CONTRACTOR is an independent CONTRACTOR. Nothing in this contract
creates a contractual relationship with, or any rights in favor of, any third party - including the
employees, subcontractors or suppliers of the CONTRACTOR - and the COUNTY.
19) This contract has been carefully reviewed by both the CONTRACTOR and the
COUNTY. Therefore, this contract is not to be strictly construed against either party on the basis
of authorship.
20) This contract represents the parties' final and mutual understanding. It replaces
any earlier agreements or understandings, whether written or oral. This contract cannot be
modified or replaced except by another signed contract.
21) Nothing in this contract should be read as modifying the applicable statute of
limitations. The waiver of the breach of any obligation of this contract does not waive another
breach of that or any other obligation.
22) The CONTRACTOR warrants that he/it has not employed, retained or otherwise
had act on his/its behalf any former COUNTY officer or employee subject to the prohibition 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 contract without liability and may also, in its discretion, deduct from
the contract 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.
23) This contract is governed by the laws of the State of Florida. Venue for any
litigation arising under this contract must be in Monroe County, Florida. In the event of
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litigation, the prevailing party is entitled to reasonable costs plus a reasonable fair market value
attorney's fee.
24) All communication between the parties should be through the following
individuals:
Monroe County:
Dept. of Human Resources
Public Service Building
5100 College Road
Key West, FL 33040
(305) 292-4462
Contractor:
Dr. Marshall Wolfe
Mental Health Care Center
of the Lower Keys, Inc.
1205 4th Street
Key West, FL 33040
(305) 292-6843
25) This contract takes effect on September 1, 1997.
NESS WHEREOF, each party has caused this Agreement to be executed by its duly
BOARD OF COUNTY COMMISSIONERS
OF MONROE COUNTY, FLORIDA
By ~..k. 1.. ~ /)U~~
,
Deputy Clerk
Date t. I ~. , 7
By
(CORPORATE SEAL)
Attest:
MENTAL HEALTH CARE CENTER
.OF THE LOWER KEYS, INC.
By
By~A/~
Secretary
Date:
con2eap
B
8
ATrACHMENT wA W
1996 Edition
RISK MANAGEMENT
POLICY AND PROCEDURES
CONTRACT ADMINISTRATION
MANUAL
General Insurance Requirements
for
Other Contractors and Subcontractors
As a pre-requisite of the work governed, or the goods supplied under this contract (including the
pre-staging of personnel and material), the Contractor shall obtain, at hislher 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.
The Contractor will not be permitted to commence work governed by this contract (including
pre-staging of personnel and material) until satisfactory evidence of the requited 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. 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 prbvide, 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.
Administration Instruction
#4709.2
14
ATl'ACHMENr n A n
1996 Edition
The Monroe County Board of County Commissioners, its employees and officials will be
included as "Additional Insured" on all policies, except for Workers' Compensation. '
Any deviations from these General Insurance Requirements must be requested in writing on the
County prepared form entitled "Request for Waiver of Insurance Requirements" and
approved by Monroe County Risk Management.
Administration Instruction
#4709.2
15
ATTACHMmT nA n
1996 Edition
WORKERS' COMPENSATION
INSURANCE REQUIREMENTS
FOR
CONTRACT
BETWEEN
MONROE COUNTY, FLORIDA
AND
MENTAL BFALTB CARE CENTER OF THE LCJiER KEYS, INC.
D/B/A CARE CENTER FOR MENTAL BFALTB
Prior to the commencement of work governed by this contract, the Contractor shall obtain
Workers' Compensation Insurance with limits sufficient to respond to Florida Statute 440.
In addition, the Contractor shall obtain Employers' Liability Insurance with limits of not less
than:
$100,000 Bodily Injury by Accident
$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.
If the Contractor has been approved by the Florida's Department of Labor, as an authorized self-
insurer, the County shall recognize arid honor the Contractor's status. The Contractor may be
required to submit a Letter of Authorization issued by the Department of Labor and a Certificate
of Insurance, providing details on the Contractor's Excess Insurance Program.
If the Contractor participates in a self-insurance fund, a Certificate ofInsurance will be required.
In addition, the Contractor may be required to submit updated financial statements from the fund
upon request from the County.
wel
Administration Instruction
#4709.2
88
ATl'ACBMmT ftA ft
1996 Edition
INSURANCE REQUIREMENTS
FOR
CONTRACT
BETWEEN
MONROE COUNTY, FLORIDA
AND
MmTAL HFALTB CARE CENTER OF THE LCIiER KEYS, INC.
D/B/A CARE CENTER FOO MmTAL HFALTB
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
. Products and Completed Operations
· Blanket Contractual Liability
. Personal Injury Liability
· Expanded Definition of Property Damage
The minimum limits acceptable shall be:
$500,000 Combined Single Limit (CSL)
If split limits are provided, the minimum limits acceptable shall be:
$250,000 per Person
$500,000 per Occurrence
$ 50,000 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.
GL2
Administration Instruction
#4709.2
55
ATTACHMmr "A"
1996 Edition
. VEHICLE LIABILITY
INSURANCE REQUIREMENTS
FOR
CONTRACT
BETWEEN
MONROE COUNTY, FLORIDA
AND
MENTAL HFALTB CARE CENTER OF THE :r.<:MER KEYS, INC.
D/B/A CARE CENTER FOR MENTAL HFALTB
Recognizing that the work governed by this contract requires the use of vehicles, the Contractor,
prior to the commencement of work, shall obtain Vehicle Liability Insurance. Coverage shall be
maintained throughout the life of the contract and include, as a minimum, liability coverage for:
. Owned, Non-Owned, and Hired Vehicles
The minimum limits acceptable shall be:
$300,000 Combined Single Limit (CSL)
If split limits are provided, the minimum limits acceptable shall be:
$100,000 per Person
$300,000 per Occurrence
$ 50,000 Property Damage
The Monroe County Board of County Commissioners shall be named as Additional Insured on
all policies issued to satisfy the above requirements.
VL2
Administration Instruction
#4709.2
82
ATrACHMENT n A n
1996 Edition
MEDICAL PROFESSIONAL LIABILITY
INSURANCE REQUIREMENTS
FOR
CONTRACT
BETWEEN
MONROE COUNTY, FLORIDA
AND
MENTAL HEALTH CARE CENTER OF THE LaiER KEYS, INC.
D/B/A/ CARE CENTER FOR MENTAL HEALTH
Recognizing that the work governed by this contract involves the providing of professional
medical treatment, the Contractor shall purchase and maintain, throughout the life of the contract,
Professional Liability Insurance which will respond to the rendering of, or failure to render
medical professional services under this contract.
The minimum limits of liability shall be:
$1,000,000 per Occurrence/$3,OOO,000 Aggregate
If coverage is provided on a claims made basis, an extended claims reporting period of four (4)
years will be required.
MED3
Administration Instruction
#4709.2
69
PUBLIC ENTITY CRIME STATEMENT
"A person or affiliate who has been placed on the convicted vendor list
following a conviction for public entity crime may not submit a bid on a
contract to provide any goods or services to a public entity, may not submit
a bid on a contract with a public entity for the construction or repair of a
public building or public work, may not submit bids on leases of real
property to public entity, may not be awarded or perform work as a
contractor, supplier, subcontractor, or consultant under, a contract with any
public entity, and may not transact business with any public entity in excess
of the threshold amount provided in Section 287.017, for CATEGORY
TWO ($ )for a period of36 months from the date of being placed on the
convicted vendor list. "