HomeMy WebLinkAbout2. 04/30/2020 Agreement ATTACHMENT DA
COUNTY ADMINISTRATOR
CONTRACT SUMMARY FORM FOR CONTRACTS LESS T 50,000.00
Contact with:  Contract#
Effective Date: See Agreement
Expiration Date: See Agreement
Contract Purpose/Description:
benefit Consulting Ammall bilmn MCBQr&and C1earTrack LL LLC to provide enrollment
service,2=in henefit omudgWgn and certain lines of voluntary inn moo covers . (Term is
mond to-month ue to the maximum ext)enditure of mn 1 wilmiot$49.992.22 or con et termi at .
whichever comes first.
§C-ontract is Original Agreement Con
............ .........
Contract Manager: Brvan Cook 4458 Employee Servi Stop t_._..,
erne xt. ep enVop
CONTRACT COSTS
Total Dollar Value of Contract: S 49-9999.99 Current Y Portion: 49, .99
(must be less than$50,000) Of mul"
requins DOCC appmal,urdew the
Mal cumulative amount is less than
SS0,000.00).
Budgeted?Yes N un Cad :50 -0 -50310
Grant:
County Match:
DITIONAL COSTS
Estimated Ongoing Costs:$ N/A /yr For:
of included in dollar value above (e. .MjMWIMM,utilities,'anitorial, e,%etc.
CONTRACT REVIEW
Changes Date Out
Needed -R
D ent 519/2es
ep02t NopqCj . wer 5/19/2020
Risk M ent05-19-2020 yes[]No _ 05-19-2020
O.M.BJPurchasing 612120 Yes Nog] 612120
County Ao 5-26-2020 Yes N 5-26-2020
Comments:
Page 70 of 73
BENEFIT CONSULTING AGREEMENT
THIS AGREEMENT ("Agreement") is made and entered into as of this_30 day
of April 2020, by and between ClearTrack HR, LLC, 305A Quality Circle, Huntsville,
Alabama 35806, a foreign limited liability corporation authorized to do business in the
State of Florida ("ClearTrack HR" or"ClearTrack" or"Contractor"), and Monroe County
Board of County Commissioners ("County"or uBOCC") (collectively, the "Parties").
WHEREAS, on August 30, 2018, the County entered into a Benefit Consulting
Agreement with ClearTrack for the provision of services identified in Exhibit A to that
Agreement, including the development of an online benefits enrollment platform to be
utilized by members of the County health plan in selecting their County health plan
benefits; and
WHEREAS, pursuant to that Agreement, ClearTrack developed and built a platform
exclusively for the County, to facilitate selection of health plan choices and other
benefits by all of the Health Plan members; and
WHEREAS, the platform was rolled out and used during the Open Enrollment period of
2018; and
WHEREAS, pursuant to that Agreement, ClearTrack also provided assistance to
County staff with the online member enrollment services, and also provided technical
support both for the members and County staff as well as services to maintain the
database; and
WHEREAS, on June 1, 2019, the County entered into Amendment No. 2 to the Benefit
Consulting Agreement, to continue the services from month-to-month, up to the
compensation limit in the contract (not to exceed $49,999.99); and
WHEREAS, the County is considering its options for online employment enrollment
and unenrollment services, but wishes to continue to engage the services of
ClearTrack in the meantime, to continue this highly beneficial platform as well as the
technical support and database services necessary to support the platform and
facilitate member use; and
WHEREAS, ClearTrack has represented that it is willing to continue with a contractual
relationship to provide these services; and
WHEREAS, section 2-346 of the Monroe County Code of Ordinances (MCC) defines
the term "sole source"to mean "the only source of the item(s) which meets the needs
of the using department as determined by the required process under the Monroe
County Purchasing Policies and Procedures"; and
WHEREAS, MCC section 2-347(e)(3) further provides that when goods or services are
only available from a sole source as documented by the requesting department, then
the purchase may be exempt from competitive bidding requirements; and
WHEREAS, because ClearTrack developed and hosts the current online platform, it is
the only vendor that can continue providing the online enrollment and unenrollment of
health plan members, as well as technical support for the platform and continued
maintenance of the populated database;
NOW THEREFORE, in consideration of the mutual promises and covenants contained
herein, the parties hereby agree as follows:
1.0 Description of Services. The services to be performed by ClearTrack HR for
the County shall include the services referenced in the body of this Agreement
and those listed on Exhibit A, attached hereto and made a part hereof. In the
event of a conflict between the body of this Agreement and Exhibit A, the
Parties agree that the terms in the body of this Agreement shall control. The
services to be performed may only be modified as agreed upon by the parties
in writing. The parties further agree that ClearTrack HR is an independent
contractor and is not an employee of Monroe County. ClearTrack HR has the
right to determine the means and methods to be used in accomplishing and
providing the services to be rendered hereunder.
2.0 Duties required of the County. The County shall provide ClearTrack HR with
any and all information related to its benefit program that ClearTrack HR may
reasonably request in order to perform the services contemplated hereunder
including, but not limited to, accurate and timely information related to the
County and the plans and products subject to the services. Furthermore, the
County shall distribute in a reasonable manner communication material related
to the services being offered by ClearTrack HR. ClearTrack HR will not
independently verify or authenticate information provided by the County or on
the County's behalf. the County shall solely be responsible for the accuracy
and completeness of such information and other documentation furnished to
ClearTrack HR.
2
3.0 Term. This Agreement is effective and covers services on a month-to-month basis
beginning with the maximum expenditure under amendment No. 1 and will remain in
effect until terminated in accordance with paragraph 9.2 or until the $ 49,999,99
spending cap is met or other contract is adopted. It is the intention of the Parties that
this Agreement shall run consecutively with the August 18, 2018 Agreement.
40 Fees for Services Performed. The fees to be paid to ClearTrack HR are those
outlined in the Employee Benefit Enrollment Overview proposal from
ClearTrack HR to Monroe County attached as Exhibit A, with the clarification
that there shall be no charge for Additional EDI files for currently existing files
(Blue Cross Blue Shield, Envision Rx, Delta Dental, and Vision Service Plan).
The County would only pay the Additional EDI file charge of$1,500 per file if
additional files are added. The County agrees to timely pay all fees, costs, and
expenses arising out of or resulting from the services in accordance with the
Florida Local Government Prompt Payment Act. This Agreement is subject to
annual appropriation by the Monroe County Board of County Commissioners.
Fees payable under this Agreement will never exceed $49,999.99.
52 Expenses. The County will not be responsible for direct expenses associated
with ClearTrack HR's services other than those specifically referenced in this
Agreement.
6.0 Indemnification.
a. The parties acknowledge that ClearTrack HR is not named as a fiduciary
with respect to any plan for which it may provide services. The parties
agree that ClearTrack HR is not nor shall become a fiduciary of any
insurance plan as the result of providing the services anticipated by this
Agreement.
b. In order to provide the services identified herein, it may be necessary for
ClearTrack HR to receive from the County, or from the County's agent,
information of a personal nature that may be protected by various privacy
laws. ClearTrack HR advises that the County consult with legal counsel
as to laws that may impact the County or the County's plan(s). The
County warrants that the County or the County's agent have the right and
authority to disclose certain protected health information to ClearTrack
HR for ClearTrack HR's use in performing the services anticipated by this
Agreement. The County warrants that ClearTrack HR's use of this
information to perform the services anticipated by this Agreement does
3
not violate any privacy notice issued by the County, a benefit program
the County maintains, or any applicable law.
c. Neither ClearTrack HR nor the County shall have any liability for any
failure or delay in performance of obligations under this Agreement
because of circumstances beyond reasonable control, including without
limitation, acts of God, fires, floods, earthquakes, acts of war or terrorism,
civil disturbances, sabotage, accidents, unusually severe weather,
governmental actions, power failures, computer/network viruses that are
not preventable through generally available retail products, catastrophic
hardware failures, or attacks on servers.
d. The Parties further agree, notwithstanding any other terms or conditions
contained here, that neither ClearTrack HR nor the County shall have
any liability for indirect, special, punitive, consequential or incidental
damages, including, without limitation loss of profits.
e. Except to the extent prohibited by law, the County will indemnify, defend,
and hold harmless ClearTrack HR, its directors, officers, and associates
from and against any and all claims and/or lawsuits brought by any
person, entity or governmental authority from and against any and all
judgments, settlements, costs, penalties, and expenses (including
reasonable attorneys'fees and expenses) resulting from or arising out of
criminal conduct, negligence, or fraud on the part of the County or any of
the County's directors, officers, or associates (acting alone or in collusion
with others) in connection with this Agreement, except to the extent such
claim or lawsuit arises from a wrongful act or wrongful omission that
ClearTrack HR, pursuant to rights under this Agreement, specifically
directed the County to engage in or which arises from criminal conduct,
negligence, or fraud on the part of ClearTrack HR or any of ClearTrack
HIR's directors, officers or associates (acting alone or in collusion with
others).
f. Except to the extent prohibited by law, ClearTrack HR will indemnify,
defend, and hold harmless the County, the County's directors, officers,
and associates from and against any and all claims and/or lawsuits
brought by any person, entity or governmental authority against any and
all judgments, settlements, costs, penalties, and expenses (including
reasonable attorneys'fees and expenses) resulting from or arising out of
criminal conduct, negligence, or fraud on the part of ClearTrack HR or
any of its directors, officers, or associates (acting alone or in collusion
with others) in connection with this Agreement, except to the extent such
claim or lawsuit arises from a wrongful act or wrongful omission that the
4
County, pursuant to rights under this Agreement, specifically directed
ClearTrack HR to engage in or which arise from criminal conduct,
negligence, or fraud on the part of the County or any of the County's
directors, officers or associates (acting alone or in collusion with others).
7.0 Confidentiality.
7.1 To the maximum extent allowed by law and specifically in accordance with
Florida public records law, ClearTrack HR will retain in confidence all
information and technical data derived from or disclosed to ClearTrack HR by
the County, the County's Employees, the County's representatives, or the
County's agents, which is not generally known to the public, hereinafter
referred to as"Confidential Information." Examples of Confidential Information
include, but are not limited to, information or data disclosed in oral, written,
graphic, or machine-readable form or in forms otherwise embodying or
displaying such information which is visible or audible to ClearTrack HR by
virtue of ClearTrack HR having an employee, subcontractor, or agent visiting
or performing services at a facility controlled by the County or one of the
County's subsidiaries, agents or subcontractors; or by having access to the
County's systems including, but not limited to, employee information, which
may constitute personally identifiable information. Examples of personally
identifiable information include, but are not limited to, individual names,
addresses, phone numbers, email addresses, employment information,
financial information, social security numbers, drivers' license or other
identification card numbers, or other similar information. ClearTrack HR shall
use all Confidential Information solely to perform its obligations under this
Agreement. The disclosure of Confidential Information is subject to privacy
laws. This obligation of confidentiality shall not, however, apply to information
that: (a) is or becomes available in the public domain through no wrongful act
or omission of ClearTrack HR; (b) is already in ClearTrack HR's rightful
possession without an obligation of confidentiality prior to disclosure by the
County; (c) is rightfully disclosed to ClearTrack HR by a third party without an
obligation of confidentiality that is known to ClearTrack HR; (d) is
independently developed by ClearTrack HR; or(e) is required to be disclosed
by law or pursuant to any order of a court of competent jurisdiction or
regulatory order properly served on ClearTrack HR.
a. ClearTrack HR agrees to regard and preserve as confidential all records
and other information including but not limited to participant demographic
and benefit election information and any materials developed exclusively
for the County. ClearTrack HR will not, without written authority from the
County, disclose to others during the term of this Agreement or
5
thereafter, any such records or other information except as required by
applicable law.
b. Upon Termination of this Agreement, each party shall promptly return to
the other party all copies of materials involving confidential information in
the other party's possession or control.
c. Public Records Requirements:
Pursuant to F.S. 119.0701 and the terms and conditions of this contract, the
CONTRACTOR is required to:
(1) Keep and maintain public records that would be required by the County to
perform the service.
(2) Upon receipt from the County's custodian of records, provide the County 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 this
chapter or as otherwise provided by law.
(3) Ensure that public records that are exempt or confidential and exempt from
public records disclosure requirements are not disclosed except as authorized by
law for the duration of the contract term and following completion of the contract
if the CONTRACTOR does not transfer the records to the County.
(4) Upon completion of the contract, transfer, at no cost, to the County all public
records in possession of the CONTRACTOR or keep and maintain public records
that would be required by the County to perform the service. If the
CONTRACTOR transfers all public records to the County 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. All records stored electronically must be provided to the County,
upon request from the County's custodian of records, in a format that is
compatible with the information technology systems of the County.
(5)A request to inspect or copy public records relating to a County contract must
be made directly to the County, but if the County does not possess the requested
records, the County shall immediately notify the CONTRACTOR of the request,
and the CONTRACTOR must provide the records to the County or allow the
records to be inspected or copied within a reasonable time.
If the CONTRACTOR does not comply with the County's request for records, the
County shall enforce the public records contract provisions in accordance with the
6
contract, notwithstanding the County's option and right to unilaterally cancel this
contract upon violation of this provision by the CONTRACTOR. A CONTRACTOR
who fails to provide the public records to the County or pursuant to a valid public
records request within a reasonable time may be subject to penalties under
section119.10, Florida Statutes.
The CONTRACTOR shall not transfer custody, release, alter, destroy or otherwise
dispose of any public records unless or otherwise provided in this provision or as
otherwise provided by law.
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 PHONE#305-292-3470
BRADLEY-BRIAN@MONROECOUNTY-FL.GOV, MONROE COUNTY ATTORNEY'S
OFFICE 1111 12TH Street, SUITE 408, KEY WEST, FL 33040.
Miscellaneous.
8.1 Governing Law. Any action, suit, or proceeding arising under or in
connection with this Agreement must be commenced within two (2) years
after the claim or cause of action arises. This Agreement shall be
governed in all respects by the laws of the state in which the County is
located, without regard to conflicts of law.
8.2 Assignment. Neither party may assign (voluntarily, by operation of law,
or otherwise) this Agreement (or any rights or obligations contained herein)
without the prior written consent of the other party, whose consent shall not
be unreasonably withheld. Any permitted assignee shall assume all
obligations of its assignor under this Agreement. Any purported
assignment or transfer in violation of this section shall be void.
8.3 Entire Agreement. This Agreement is the entire agreement between
the parties. This Agreement supersedes all prior or contemporaneous oral
or written communications, proposals, and representations with respect to
the subject matter covered by this Agreement. The terms and conditions of
this Agreement can only be modified via a written agreement signed by all
parties.
8.4 Counterparts. This Agreement may be executed by the parties in
separate counterparts each of which when so, executed and delivered shall
7
be an original, but all such counterparts together shall constitute but one
and the same instrument.
8.5 Notices. Any notice, communication or payment required under this
Agreement shall be addressed as follows:
Client: Vendor:
-------
Monroe County BOCC ClearTrack HR, LLC
i
1100 Simonton Street 305A Quality Circle s
Suite 2-268 ry Huntsville, AL 35806
Key West, FL 33040 Attn. Contracting Department
Attn: Maddox-
natalie@monroecounty-fl.gov
E
8.6 Attorneys' Fees. In the event ClearTrack HR or the County institutes
legal proceedings related to this Agreement against the other party the
prevailing party in such proceedings shall be entitled to recover from the
other party (in addition to any damages or other relief granted as a result
of such litigation) all costs and expenses incurred therein, including
reasonable attorneys'fees and courts costs.
8.7 HIPAA and HITECH Compliance. ClearTrack HR and the County
shall comply with all federal and state laws and regulations governing the
privacy and security of health information, including without limitation, the
Health Insurance Portability and Accountability Act (HIPAA), Health
Information Technology for Economic and Clinical Health Act (HITECH),
and their related regulations, and shall remain in compliance with these
laws and regulations, and any other applicable laws, rules or regulations
pertaining to the services, as they may be amended from time to time.
The parties shall execute whatever additional documents or agreements
may be necessary to comply with these laws and regulations.
9.0 Provisions Required by 2 CFR part 200.
8
9.1 Termination for Cause and Remedies. In the event of breach of any
contract terms, the COUNTY retains the right to terminate this Agreement.
The COUNTY may also terminate this agreement for cause with
CONTRACTOR should CONTRACTOR fail to perform the covenants
herein contained at the time and in the manner herein provided. In the
event of such termination, prior to termination, the COUNTY shall provide
CONTRACTOR with two (2) calendar days' notice and provide the
CONTRACTOR with an opportunity to cure the breach that has occurred. If
the breach is not cured within 24 hours of notice, the Agreement will be
terminated for cause. If the COUNTY terminates this agreement with the
CONTRACTOR, COUNTY shall pay CONTRACTOR the sum due the
CONTRACTOR under this agreement prior to termination, unless the cost
of completion to the COUNTY exceeds the funds remaining in the contract;
however, the COUNTY reserves the right to assert and seek an offset for
damages caused by the breach, including the cost of corrective work. The
maximum amount due to CONTRACTOR shall not in any event exceed the
spending cap in this Agreement. In addition, the COUNTY reserves all
rights available to recoup monies paid under this Agreement, including the
right to sue for breach of contract and including the right to pursue a claim
for violation of the COUNTY's False Claims Ordinance, located at Section
2-721 et al. of the Monroe County Code.
9.2 Termination for Convenience. The COUNTY may terminate this
Agreement for convenience, at any time, upon ninety (90) days' notice to
CONTRACTOR. If the COUNTY terminates this agreement with the
CONTRACTOR, COUNTY shall pay CONTRACTOR the sum due the
CONTRACTOR under this agreement prior to date of termination.
9.3 Equal Employment Ormortunily, No Discrimination. During the performance
of this Agreement, the CONTRACTOR agrees as follows:
1. The contractor will not discriminate against any employee or applicant for
employment because of race, color, religion, sex, sexual orientation, gender
identity, or national origin. The contractor will take affirmative action to ensure
that applicants are employed, and that employees are treated during
employment, without regard to their race, color, religion, sex, sexual
orientation, gender identity, or national origin. Such action shall include, but
not be limited to the following: Employment, upgrading, demotion, or transfer,
recruitment or recruitment advertising; layoff or termination; rates of pay or
other forms of compensation; and selection for training, including
apprenticeship. The contractor agrees to post in conspicuous places,
available to employees and applicants for employment, notices to be provided
9
by the contracting officer setting forth the provisions of this nondiscrimination
clause.
2. The contractor will, in all solicitations or advertisements for employees placed
by or on behalf of the contractor, state that all qualified applicants will receive
consideration for employment without regard to race, color, religion, sex,
sexual orientation, gender identity, or national origin.
3. The contractor will not discharge or in any other manner discriminate against
any employee or applicant for employment because such employee or
applicant has inquired about, discussed, or disclosed the compensation of the
employee or applicant or another employee or applicant. This provision shall
not apply to instances in which an employee who has access to the
compensation information of other employees or applicants as a part of such
employee's essential job functions discloses the compensation of such other
employees or applicants to individuals who do not otherwise have access to
such information, unless such disclosure is in response to a formal complaint
or charge, in furtherance of an investigation, proceeding, hearing, or action,
including an investigation conducted by the employer, or is consistent with the
contractor's legal duty to furnish information.
4. The contractor will send to each labor union or representative of workers with
which it has a collective bargaining agreement or other contract or
understanding, a notice to be provided by the agency contracting officer,
advising the labor union or workers' representative of the contractor's
commitments under section 202 of Executive Order 11246 of September 24,
1965, and shall post copies of the notice in conspicuous places available to
employees and applicants for employment.
5. The contractor will comply with all provisions of Executive Order 11246 of
September 24, 1965, and of the rules, regulations, and relevant orders of the
Secretary of Labor.
6. The contractor will furnish all information and reports required by Executive
Order 11246 of September 24, 1965, and by the rules, regulations, and
orders of the Secretary of Labor, or pursuant thereto, and will permit access
to his books, records, and accounts by the contracting agency and the
Secretary of Labor for purposes of investigation to ascertain compliance with
such rules, regulations, and orders.
7. In the event of the contractors non-compliance with the nondiscrimination
clauses of this contract or with any of such rules, regulations, or orders, this
contract may be canceled, terminated or suspended in whole or in part and
the contractor may be declared ineligible for further Government contracts in
10
accordance with procedures authorized in Executive Order 11246 of
September 24, 1965, and such other sanctions may be imposed and
remedies invoked as provided in Executive Order 11246 of September 24,
1965, or by rule, regulation, or order of the Secretary of Labor, or as
otherwise provided by law.
9.4 OTHER FEDERAL CONTRACT REQUIREMENTS. The CONTRACTOR
and its subcontractors must follow the provisions as set forth in Appendix 11 to
Part 200, as amended, including but not limited to:
A. Contractor agrees to comply with all applicable standards, orders or
regulations issued pursuant to the Clean Air Act (42 U.S.C. 7401-7671 q) and
the Federal Water Pollution Control Act as amended (33 U.S.C. 1251-1387)
and will reports violations to FEMA and the Regional Office of the
Environmental Protection Agency (EPA).
B. Rights to Inventions Made Under a Contract or Agreement. If the Federal
award meets the definition of"funding agreement" under 37 CFR §401.2 (a)
and the recipient or sub recipient wishes to enter into a contract with a small
business firm or nonprofit organization regarding the substitution of parties,
assignment or performance of experimental, developmental, or research work
under that "funding agreement," the recipient or sub recipient must comply
with the requirements of 37 CFR Part 401, "Rights to Inventions Made by
Nonprofit Organizations and Small Business Firms Under Government
Grants, Contracts and Cooperative Agreements," and any implementing
regulations issued by the awarding agency.
C. Debarment and Suspension (Executive Orders 12549 and 12689)—A
contract award (see 2 CFR 180.220) must not be made to parties listed on
the government wide exclusions in the System for Award 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.
D. 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.
The certification is attached to this Agreement as Exhibit D. 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
11
connection with obtaining any Federal contract, grant or any other award
covered by 31 U.S.C. 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. ClearTrack will submit Exhibit D to the County's Benefits office within
10 days following execution of this Agreement by the County.
Other Federal Requirements:
E. Americans with Disabilities Act of 1990 (ADA)—The 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.
F. 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.
G. 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.
9.2 ClearTrack HR warrants that he/it has not employed, retained or otherwise
had act on his/its behalf any former County officer or employee in violation of
Section 2 of Monroe County Ordinance No. 10-1990 or any County officer or
employee in violation of Section 3 of Monroe County Ordinance No. 10-1990.
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
12
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.
9.3 The County and ClearTrack HR understand and agree that County officers
and employees 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, or the County's gift policy, set forth in Section 1.05 of the
County's Personnel Policies and Procedures Manual (Code of Ethics), available
at: bgps�//vvviw,moni,oecognty-iigc�Y12��—OLPo gies- --ogedLjLes.
[THE BALANCE OF THIS PAGE IS INTENTIONALLY BLANK]
13
IN WITNESS WHEREOF, the parties have caused this Agreement to be executed the
date set forth below.
The parties hereby agree and consent to the terms and conditions of the Agreement
and acknowledge such by executing the Agreement below.
Mon SOCC ClearTrack HR, LLC
Signature: Signature: R--�4 AA
Printed Roman Gastesi, Jr. Printed Heather McFarland
Name: Name:
Title: County Administrator Title: CEO
Date Date
Signed: 12-07,0 Signed: May 1, 2020
Address: 1100 Simonton Street Address: 305A Quality Circle
Suite 2-268 Huntsville, Alabama 35806
Key West, FL 33040
Email: Maddox- Email: hmcfarland@ClearTrack
natalie@monroecounty-fl.gov HR.corn
14
EXHIBIT A
(Insert Proposal)
15
EXHIBIT A
CLEARTRACK HR SCOPE OF SERVICES
CLEARTRACK HR shall provide the following checked services to the County under
this Agreement:
Services
❑ Call center—Enrollment ❑ Traditional and interactive
assistance materials
❑ Onsite one-on-one meetings ❑ Enrollment platform (Helix)
❑ Group meetings 9 Enrollment platform (Selerix)
0 Enrollment platform user support ❑ Dependent Eligibility Verification
Enrollment Solutions
0 Open enrollment ❑ Year-round status changes
0 New hire enrollment ❑ Dependent verification
❑ Acquisitions(if applicable)
Benefit Administration
❑ Benefit eligibility 0 Carrier File Interface
❑ Rehires Development
❑ Terminations ❑ Scheduled EDI files to carriers
❑ Life event changes throughout the year
❑ Premium billing and ❑ Integration with Worxtime ACA
reconciliation compliance suite
0 Standard and custom reports for ❑ Pre-enrollment data audit
administering benefits
Effective Communication
❑ Benefit fairs ❑ Benefit Summary Books
❑ Webinar meeting presentations ❑ Benefits guide and workbook
❑ Online Calendar Enrollment Custom
Scheduling call center prompts
❑ Open enrollment announcement 0 Branded online enrollment
letter screens
❑ Open enrollment poster M Benefit
❑ Payroll stuffers Statements/Confirmations
❑ Auto call recordings ❑ Preparing for open enrollment
❑ Text and email messages benefit Workbook
El Employee and management ❑ Print and Fulfillment
surveys ❑ Interactive Digital Booklets
❑ Total Compensation Statements ❑ Enrollment Guides
0 Employee Decision Tools ❑ Corporate Messaging
0 Video ❑ Family Medical Leave
❑ Web Portals ❑ Financial Planning Tools
❑ Email and Call Reminders ❑ Social Media
❑ Wellness Engagement 0 Design and Copywriting
EXHIBIT
DUTIES
The County shall be responsible for the following support duties:
• Prcmd--ClewTm*FRprdocdmitperWnstoyaxvcdongemnxvTert
• LJ iliac problem resoILAcn process iflvw#m cbete dee hailer ges are idbrffied
• t i I .
• file bmed cn prcied timeline
__. .._..............__
• t
enrollnat system
client will pn-*Mcle aewTrcxk HRmdh core benefit plan details� ccxst ar-d
renrdlrrent metaials
.� _ .
• I to li
• Strhe to avcid I ierTdln-ert system
EXHIBIT C
FEE SCHEDULE
CLEARTRACK HR is providing open enrollment platform services on a continuing
basis. The fees shall be in the amounts set forth below.
Web-based Enrollment Platform (includes 4 EDI files) No charge
Additional EDI Files (if required) $1,500 per file"***
Online Benefit Administration and Enrollment System $3.00 PEPM
(includes technicallsoftware support)
Maximum contract expenditure: $49,999.99
**Total estimated expenses are based on enrollment of 1400 employees. Actual cost
will be calculated based on actual number of benefit eligible employees in any given
month.
***Call center support does not include benefit consulting and/or assistance with
enrollment of benefits.
****Estimated expenses calculated based on 4 EDI files (4 are included). At present,
Monroe County does not believe that an additional EDI file is required. However, if it
is, the cost per additional EDI file will be $1500.
Invoicing and Payments. The invoice shall be sent to the County on the 16t (first) of
each month. Invoices will be delivered via email to the address provided by the
County are due and payable in accordance with the Florida Local Government Prompt
Payment Act with a 30-day remittance.
If any additional services are requested by Monroe County BOCC, the County will
request a quote and ClearTrack will provide a quote. The additional services will be
provided only after written approval of the County to the quote. Examples would be
customized programming or development outside the scope of the Benefit
EXHIBIT D
Approved by OMB
0348-0046
Disclosure of Lobbying Activities
Complete this form to disclose lobbying activities pursuant to 31 U.S.C. 1352
(See reverse for public burden disclosure
1. Type of Federal Action: 2. Status of Federal Action: 3. Report Type:
a.contract X a.bid/offer/application X a.initial filing
X b.grant b.initial award _,m b.material change
c.cooperative agreement c.post-award
d.loan For material change only:
e.loan guarantee Year _m quarter ,._,._
f. loan insurance Date of last report
4. Name and Address of Reporting Entity: 5. If Reporting Entity in No.4 is Subawardee,
X Prime Subawardee Enter Name and Address of Prime:
Tier__,if Known:
N/A
Monroe County Board of County Commissioners
1100 Simonton Street
Key West,FL 33040-3110
Congressional District,i known: FL26 Con ressional District,i known:
6. Federal Department/Agency: 7. Federal Program Name/Description:
U.S.Department of Justice
Office of Justice Programs
Bureau of Justice Assistance CFDA Number,if applicable: 16.738 __ m
8. Federal Action Number,if known: 9. Award Amount,if known:
BJA-2018-13626 $ 13,982
10.a.Name and Address of Lobbying Registrant b. Individuals Performing Services(including address if
(if individual, last name,first name, M/): dierent from No. 10a)
(last name,first name, MI):
NIA NIA
11. Information requested through this form is authorized by
title 31 U.S.C.section 1352. This disclosure of lobbying Signature:
activities is a material representation of fact upon which
reliance was placed by the tier above when this transaction Print Name:
was made or entered into.This disclosure is required
pursuant to 31 U.S.C.1352.This information will be reported Title:
to the Congress semi-annually and will be available for public
inspection.Any person who fails to file the required
disclosure shall be subject to a civil penalty of not less than Telephone No.: Date:
$10,000 and not more than$100,000 for each such failure.
Authorized for Local Reproduction
Standard Form-LLL(Rev.7-97)
}.-
.,
INSTRUCTIONS FOR COMPLETION OF SF-LLL,DISCLOSURE OF LOBBYING ACTIVITIES
This disclosure form shall be completed by the reporting entity,whether subawardee or prime Federal recipient,at
the initiation or receipt of a covered Federal action,or a material change to a previous filing,pursuant to title 31
U.S.C.section 1352. The filing of a form is required for each payment or agreement to make payment to any
lobbying entity for influencing or attempting to influence an officer or employee of any agency,a Member of
Congress,an officer or employee of Congress,or an employee of a Member of Congress in connection with a
covered Federal action. Complete all items that apply for both the initial filing and material change report. Refer to
the implementing guidance published by the Office of Management and Budget for additional information.
I. Identify the type of covered Federal action for which lobbying activity is and/or has been secured to
influence the outcome of a covered Federal action.
2. Identify the status of the covered Federal action.
3. Identify the appropriate classification of this report. If this is a followup report caused by a material change
to the information previously reported,enter the year and quarter in which the change occurred. Enter the
date of the last previously submitted report by this reporting entity for this covered Federal action.
4. Enter the full name,address,city,State and zip code of the reporting entity. Include Congressional
District,if known. Check the appropriate classification of the reporting entity that designates if it is,or
expects to be,a prime or subaward recipient. Identify the tier of the subawardee,e.g.,the first subawardee
of the prime is the 1 st tier. Subawards include but are not limited to subcontracts,subgrants and contract
awards under grants.
5. If the organization filing the report in item 4 checks"subawardee,"then enter the full name,address,city,
State and zip code of the prime Federal recipient. Include Congressional District,if known.
6. Enter the name of the federal agency making the award or loan commitment. Include at least one
organizational level below agency name,if known. For example,Department of Transportation,United
States Coast Guard.
7. Enter the Federal program name or description for the covered Federal action(item 1). If known,enter the
full Catalog of Federal Domestic Assistance(CFDA)number for grants,cooperative agreements,loans,
and loan commitments.
8. Enter the most appropriate Federal identifying number available for the Federal action identified in item I
(e.g.,Request for Proposal(RFP)number;Invitations for Bid(IFB)number;grant announcement number;
the contract,grant,or loan award number;the application/proposal control number assigned by the Federal
agency). Included prefixes,e.g.,"RFP-DE-90-00 L"
9. For a covered Federal action where there has been an award or loan commitment by the Federal agency,
enter the Federal amount of the award/loan commitment for the prime entity identified in item 4 or 5.
10. (a)Enter the full name,address,city,State and zip code of the lobbying registrant under the Lobbying
Disclosure Act of 1995 engaged by the reporting entity identified in item 4 to influence the covered Federal
action.
(b)Enter the full names of the individual(s)performing services,and include full address if different from
10(a). Enter Last Name,First Name,and Middle Initial(MI).
11. The certifying official shall sign and date the form,print his/her name,title,and telephone number.
According to the Paperwork Reduction Act,as amended,no persons are required to respond to a collection of information unless
it displays a valid OMB control Number. The valid OMB control number for this information collection is OMB No.0348-0046.
Public reporting burden for this collection of information is estimated to average 10 minutes per response,including time for
reviewing instructions,searching existing data sources,gathering and maintaining the data needed,and completing and reviewing
the collection of information. Send comments regarding the burden estimate or any other aspect of this collection of information.
including suggestions for reducing this burden,to the Office of Management and Budget,Paperwork Reduction Project(0348-
0046),Washington,DC 20503
EXHIBIT E
INSURANCE CHECKLIST
21
TE tMWO I
LIABILITYIS 6--m*230' CERTIFICATE OF
4t o2t)
IS CERTIFICATE IS ISSUED ASA MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTSUPON THE CERTIFICATE HOLDER.
IS 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 INSURE ),
AUTHORIZED REPRESENTATIVE OR PRODUCER,AND THE CERTIFICATE HOLDER.
IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the poticy(les) must be endorsed. If SUBROGATIONIS 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 ndorsement(s).
PRODUCER CONTACT
MCG IFF INSURANCE SERVICES GNCIPHS
22273438 PHONE (866)467-8730 IFAx (888)4 6112
The Hartford Business Service Center (AC.No,E 1 .Nor.
3600 Wseman Blvd E-MAIL
San Antonio,TX 78251 ADDRESS,
IN$ PIS)AFFORDING COVERAGE NAICS
INSURED INSURER A: Hartford Accident and Endemnity COrsspany 22357
McFarland Enterprises,Inc. INSURER a
305A QUALITY CIR NW INSURER c:
HUNTSVILLE AL 35806.4542
INSURER D:
INSURER E
INSURER F
COVERAGES CERTIFICATE NUMBER. REVISIONNUMBER:
THIS IS TO CERTIFY THAT THE POLICES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD
INDICATEDNOTVATHSTANDING 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 SU CT TO ALL THE.
TERMS,EXCLUSIONS AND CONDITIONS OF SUCH POLICIES.LIMITS SHOWN Y HAVE BEEN REDUCED BY PAID CLAIMS-
INS CLAIMS-
INSP TYPE OF INSURANCE A L SUBR POLICY NUMBER POLICY EFF POLICY EXP LIMITS
COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE
CLAIMS-MADE OCCUR DAMAGE TO RENTED� -
MED EXP(Any ono peraony ®®®®
PERSONAL b ADV INJURY
GENLAGGREGATE IMIT APPLIES PER, Y° GENERAL AGGREGATE
POLICY o LOC P I A r I�rBOCUCTs.c PIOPAGG
POTHER
AUTOMOBILE LIABILITY f C' COMBINED SINGLE LIMIT
ANY AUTO �» cJ 0 19-20 0 BODILY INJURY(,or por n)
ALL OWNED q SCHEDULED
AUTOS AUTOS BODILY INJURY(Per ocoidenq
HIRED NON-OWNED PROPERTY DAMAGE
AUTOS AUTOS (Per adent)
k�MCB�PELta8 OCCUR EACH OCCURRENCE
CLAIMS`DE AGGREGATE
NTION �____
WORKERS COMPENSATION X PER OTH.
A EMPLOYERS°UA8ILITY STATUTEI IER
ANY YIN El EACH ACCIDENT $1,000000
A PRIPRIETORMARTNEMXECUTIVE NIA 22 WEC A83KKS 03/12/2020 03/12/2021
OFFICERIMEMBER EXCLUDED? El DISEASE-EA EMPLOYEE $1„000000
(Mandatory in NH)
if yea,deserme undat El M SE-POUCY UMST $1„000 000
_QESCRIPTtON OF OPERATIONS below
DESCRIPTtON dF OPERATIONS J tOCATr 3{VEHICLES(ACOaO rOr,kdditlonN Romatka echodula,may be attached It Sion space is aired)
Tho usual to the Insureds Operations
CERTIFICATE HOLDER CANCELLATIO
4NROE COUNTY BOARD OF COUNTY SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED
COMMISSIONERS BEFORE THE EXPIRATION DATE THEREOF,NOTICE WILL BE DELIVERED
1100 SIMONTON ST STE 2-268 IN ACCORDANCE WITH THE POLICY PROVISIONS.
KEY WEST FL 3304 110 AUTHORIZED REPRESENTATIVE
IL e44mtl Of 4ZI&II.1-4�
01 8-2015 ACQ D CORPORATION.All rights reserved.
ACORD 2 (201610 ) The ACORD name and logo are registered marks of ACQ D
CERTIFICATE OF LIABILITY INSURANCE [�A-
IYYYYI
04108/202
THIS CERTIFICATE IS!iSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER.
THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND,EXTEND OR ALTER THE COVERAGE AFFORDED BY THE
POLICIES BELOW.THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INER(S),
AUTHORIZED REPRESENTATIVE DR PRODUCER,AND THE CERTIFICATE HOLDER.
IMPORTANT: E the certificate holder is an ADDITIONAL INSURED,the olicy(ies) must be endorsed. If SU RO ATIONIS AIVED,
subject to the terms and conditions of the policy,certain policies may requires an endorsement A statement on this certificate does not
confer rights to the certificate holder in lieu of such endorseent(s).
PRODUCER CONTA£T
MCRIFF INSURANCE SERVICES INCIP5
2227338 PHONE (866)467-8730 FAX ( 88)443 6112
The Hartford Business Service Center dAC,No,ExtJ: (AC,N®I:
3600 Wiseman Blvd OMAIL
San Antonio,TX 78251 ADDRESS
INSU R($)AFFORDING COVERAGE NAICS
INSURED INSURER A: Twin City Fire Insurance Company 29459
CLEARTRACK HR.LLC INSURER B:
305 QUALITY CIR NW 9 A
HUNTSVILLE AL 35806.4542 INSURER C:
INSURER D
INSURER E:
INSURER F:
COvEAGES CERTIFICATE U 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.NOrMTHSTANDING ANY REQUIREMENT,TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT To VWICH 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 SHOVIN MAY HAVE BEEN REDUCED BY PAID CLAIMS.
INSA TYPE OF INSURANCE ADDL SLI13R POLICY NUMBER POCKY EFF Poricy EXP LIMITS
COMMERCIAL GENERAL LABILITY EACH OCCURRENCE $2,000,000
CLAJMSMAOEEX OCCUR DAMAGE TO RENTED $1.000,000
X General Liability MED FXP(Any one person) $14,004
A X 22 SBA RS9035 01/1 020 01/1 021 PERSONAL&ADV INJURY $2.000,000
GEWL AGGREGATE LIMIT APPLIES PER. GENERAL AGGREGATE $4,000,000
POLICY PRO- El
too PRODUCTS.0 PiOPAGO $4,0 000
JECT
OTHER.
AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT $2 000,000
ANY AUTO EDGILY INJURY(Per person!
A ALL OWNED SCHEDULED X 22 SBA RS9035 01/1 020 01112/2021 EDGILY INJURY P
AUTOS AUTOS ( er scodem)
X HIRED X NON-OWNED PROPERTY DAMAGE
AUTOS AUTOS (Per acodano
B LLA LIAR OCCUR EACH OCCURRENCE
EXCESS LIAR CLAIMS°
!MADE AGGREGATE
ED RETENTION 3 ,L 05-1)-2020
WORKERS COMPENSATION JPER oTYf
AND EMPLOYERS°Lr ILITY STATUTE
_
ANY YIN E L.EACH ACCIDENT
PROPRIETORWARTNERIEXECUT€VE NIA
OFFICERIMEMBER EXCLUDED' E.L.DISEASE-EA EMPLOYEE
(M®AdOt"In NMI
Byes.desatbe under E L.DISEASE-POLICY LIMIT
DESCRIPTION OF OPEE611ONS balm
A EMPLOYMENT PRACTICES 22 SBA RS9035 0111212020 01/12M21 Each Claim Limit $10 000
LIABILITY I I I I Aggregate Limit $10 000
DESCRIPTION OF OPERATIONS/LOCA77ONS/VEHICLES(ACORD 101.Additional Remarks Schedule,may be attached it more space is mquiretri
Those usual to the Insured's Operations.Certificate holder is an additional insured per the Business Liability Coverage Form SS0008 attached to this
policy.
CE 71FICATE H DERCANCELLATION
Monroe County SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED
Board Of County Commissioners BEFORE THE EXPIRATION DATE THEREOF,NOTICE WILL SE DELIVERED
1100 SIMONTON ST STE 2-268 IN ACCORDANCE WITH THE POLICY PROVISIONS.
KEY MST FL 33040-3110 AUTHORIZED RE ENTATIVE
Q 1988-2015 ACORD CORPORATION.All rights reserved.
ACORD 25(201610 ) The ACORD name and logo are registered marks of ACORD
Clien :2146969 04CLEARTPAI
CERTIFICATE OF LIABILITY INSURANCE 10410=020
ATE IM DDNYYY)
�"
IS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE LDE .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(! )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 any rights to the certificate holder in lieu of such endoeent(s).
PRODUCER
NAME:
McGriff Insurance Services PHo 91 71 -9777
31 a hl f Ct,Suite 200 AK�°E I Arc N®:919716812
P.O.Box 31128 A
INSURER(S)AFFO COVERAGE NAIC Q
Raleigh,NC 27 4 INsuRERA:
INSURED Cl INSURER 0:
srT c H LLC
305A Quality Circle NW
WSURERC:
Huntsville,AL 3S806
INSURER D:
.WSU RE:
L;MMSURERF.
COVERAGES CERTIFICATE NUMBER: REVISION NUMBER:
THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED 70 THE INSURED NAMED ABOVE FOR THE POLICY PERIOD
INDICATED. NOTWITHSTANDING ANY REQUIREMENT TERM OR CONDITION OF ANY CONTRACTOR 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 ADOL POLICY EFF PC CY
LTR TYPE OF INSURANCE POLICY NUMBER MM YY YY UNITS
COMMERCIAL GENERALLIASILITY EACH OCCURRENCE $
CLAIMS-MADE E OCCUR AG FS TO ao rota S
MEO FXP An ana s ) 5
PERSONAL A ADV NJURY 5
GEWL AGGREGATE LIMIT APPLIES PER GENERAL AGGRF13ATC 5
PRO.
POLICY J£CT LOC PRODUCTS-COMMIOP AGO S
OTHER I 1 S
AUTOMOBILE LIABILITY COMBIWE0 SINGLE LIMIT
PPROVED RISK MANAGEM NT with a tachment Ea® !'—•_--— --
ANY AUTO BODILY INJURY{Par paf Wn) S
OWNED SCHEDULED BODILY INJURY(PW danl) S-�®Auras ONLY AUTOS fuz .� �E
HIRED NON-OWNED PRO?£RTY DAMAGE S AUTOS ONLY AUTOS ONLY 06-192020 Par 9 0 isI,
s
UMBRELLA LMa OCCUR EACH OCCURRENCE S
EXCESS LIAS CLAIMS-MADE AGGREGATE $
0 O I I RETENTIONS S-
WORKERS COMPENSATION PER OTH•
AND FMPLOYERS'LIABILITY
ANY PROPRIETORIPARTNEWEXECUTIVE YIN E.L.EACH ACCIDENT S
OfFICSPiMEMBER EXCLUDED? NIA ....®..,..._�
(Mandatory In NH) E.L.DISEASE-EA EMPLOYEE S
If as.doambe undar -•--
p SCRIP7ION Of OPERATIONS below E.L.015EASE-POLICY UMET S
A Professional LCY780761 1131/20 01/3112021 1,000,000 Each Claim
Liability 3,00,000 Aggregate
DESCRIPTION OF OPERATIONS I LOCATIONS IVEHICLES(ACORD 105,Addi0onal Ronaft Schedule,nay be attadhadit maw apace Ia raquinmd)
Policy umber:LCY77429
Professional Services Error.Aggregate$3,000,000 Each Claim 1,000,000 Ded:$5,000 Retro Date 01131118
Technology rvi Error:Aggregate$3,00 ,000 Each Claim 1,000,00 D d: 5,000 Retro Date 01/31/18
Media Activifles Error:Aggregate$3,000,000 Each Claim 1,000,000 De :$5,000 Retro Date 01131118
Network Security Error.Aggregate$3,000,000 Each Claim 1,0 ,000 Ded:$5,000 Retro Date 01131/18
(See Attached Descriptions)
-CERTIFICATE HOLDER CANCELLATION
Monroe County Board of County SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE
THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN
Commissioners ACCORDANCE WITH THE POLICY PROVISIONS.
1100 Simonton Street Suite 2.268
Key West,FL 33040 AUTHORIZED REPRE3ENTATNE
019 -2015 ACORD CORPORATION.All rights reserved.
ACORD 25(2016103) 1 of 2 The ACORD name and logo are registered marks of ACORD
#S2554S43SM25546338 CPM