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Item F19 F.19 Coty f � ,�� ,' BOARD OF COUNTY COMMISSIONERS �� Mayor David Rice,District 4 The Florida Keys � Mayor Pro Tem Craig Cates,District I y Michelle Coldiron,District 2 James K.Scholl,District 3 Ij Holly Merrill Raschein,District 5 County Commission Meeting November 15, 2022 Agenda Item Number: F.19 Agenda Item Summary #11289 BULK ITEM: Yes DEPARTMENT: Employee Services TIME APPROXIMATE: STAFF CONTACT: Natalie Maddox (305) 292-4450 N/A AGENDA ITEM WORDING: Approval of a Third Amendment to an agreement with Quantum Health Solutions to provide Employee Assistance Program (EAP) services to all benefit-eligible employees in the BOCC and Constitutional Offices, extending the current agreement by three (3) years with no change in terms, services, or cost. ITEM BACKGROUND: Approval of a three-year contract renewal with Quantum Health Solutions for Employee Assistance Program (EAP) services, some of which include: work problems, stress and depression, alcohol/drug dependency, living with anxiety, marital problems, family relationships,personal growth, and emotional problems, legal and financial matters. Counseling services for company managers and employer support services when dealing with complex work situations is included in scope of service. The most recent Request for Proposals (RFP) for Employee Assistance Program (EAP) services was issued in 2014, and Quantum was the selected provider. The Agreement was extended by a Second Amendment which was entered into on January 2020 for a term of three years. Staff requested a renewal quote and Quantum agreed to continue their services with no increase in costs of services and no changes in scope of service for another three-year term. PREVIOUS RELEVANT BOCC ACTION: The County's Employee Assistance Program (EAP) began in 1997. 1997 —2007 Mental Health Care Center was contracted to provide EAP services. RFP 2007 —Horizon Behavioral Services was selected to provide EAP services and contracted from 2007 through 2010 2013 —BOCC renewed the contract with a change in company name from Horizon Health to Aetna Behavioral Health for one year with contract expiring June 2014. RFP 2014 —Five proposals received and at Public Meeting 14, 2014 Quantum resulted in the selected provider. Agreement entered into with effective date of June 1, 2014. 2017 —Renewed contract with Quantum Health Solutions for three-year period with overall cost increase of$ 11,400.00 over the term of the contract. 2020 —Renewed contract with Quantum Health Solutions for three-year period with no increase on cost. Packet Pg. 1263 F.19 CONTRACT/AGREEMENT CHANGES: Approval of Third Amendment with Quantum Health Solutions (EAP) The term of the agreement is extended by three (3)years with no change tol terms, services or cost. STAFF RECOMMENDATION: Approval. DOCUMENTATION: EAP Brochure Third Amendment Executed Renewal Offer W-9 Quantum EAP 10 2022 Veterans Business Enterprise Registration Second Amendment EAP 1 st Amendment 01 18 2017 Quantum Health EAP CONTRACT 2014 2022 11 COI Quantum Health Signed exp 12 5 2022 FINANCIAL IMPACT: Effective Date: January 17, 2023 Expiration Date: January 17, 2026 Total Dollar Value of Contract: $74,400 over three years Total Cost to County: $74,400 Current Year Portion: Budgeted: Yes Source of Funds: Primarily Ad Valorem CPI: Indirect Costs: Estimated Ongoing Costs Not Included in above dollar amounts: Revenue Producing: If yes, amount: Grant: County Match: Insurance Required: Yes —Vehicular Liability waived as they have no vehicles. Additional Details: 01/18/17 502-08002 - GROUP INS OPERATIONS $11,400.00 three year renewal REVIEWED BY: Natalie Maddox Completed 10/28/2022 10:00 AM Packet Pg. 1264 F.19 Bryan Cook Completed 10/31/2022 3:17 PM Cynthia Hall Completed 10/31/2022 4:40 PM Purchasing Completed 11/01/2022 9:17 AM Budget and Finance Completed 11/01/2022 9:24 AM Brian Bradley Completed 11/01/2022 2:43 PM Lindsey Ballard Completed 11/01/2022 2:55 PM Board of County Commissioners Pending 11/15/2022 9:00 AM Packet Pg. 1265 v z • 4-1 f o o O v v Z N ry t4.,+ .1� v ' U et O '4 W A �; � O 0 Quantum Health Solutions EHere 4873 Palm Coast Pkwy,N'i11+' Unit 3 Palm Coast,FL 32137 E a 0 E 0 0. 0. c� 0 {� U r 4.4 � .� Mai b CA � a A Op cC �+ W ° w x Packet Pg. 1266 F.19.a E rt IhCD ry m ry �. �, G " p CD � � CD y O O O CI. tz " ° fD ( 2 9 CD o t�1 } .o O (D ~ v, CDCD °" pa 47- rn m CCL n rD :: Ix'1 v C to O i-a CL CA CD CD � po c o o a}. •� y y` Q• V 0 ° 11 �1 11 ll �l ll �1 1l ll ll o � CA A ° cs. �i ►� o Cr. 10 CD 0 ti .� O m m v ,��' . rm-� a C° — Pns .ofe o ca. . > y .a -a C)C F O w•%3� O CL `y O dG ry O O O n ACL fD �, O O U O CL rys O �' a O O ° � O 0 O 0Q O ''IV oq C W00 oCD y a eo o ry p G C p N no 0 w y �,,,� ffQ q p O w �c (p A (D a. O O O' r, wCL CZ on �• O (n rt "� C3 w (D .�, Very, � � O �'• O eD to M o c ar "St ra p rA A Sri. • N (9 C3 dQ C• a CL y N. a M F"�... {r"p• l9 La hhA�j w O O AD (D (ryD fD C1.. M '� A O "' b so It O (D PL Packet Pg. 1267 F.19.b THIRD AMENDMENT TO MONROE COUNTY CONTRACT FOR PROFESSIONAL SERVICES FOR EMPLOYEE ASSISTANCE PROGRAM W U) THIS THIRD AMENDMENT ("Third Amendment"), entered into on November_16_, 2022, is by and between Monroe County (hereinafter called the "County") and Quantum Health Solutions of Florida, Inc. (hereinafter the "Contractor") (collectively, the "Parties"). WHEREAS, on June 1, 2014, the Parties entered into an agreement for the provision of professional services for employee assistance ("Agreement"); and WHEREAS, the Agreement was extended on January 18, 2017 by a First Amendment ("First Amendment") to extend the term of the Agreement by three years from the Effective Date of the First Amendment; and WHEREAS, the Agreement was extended on January 17,2020 by a Second Amendment ("Second Amendment") to extend the term of the Agreement by three E years from the Effective Date of the First Amendment; and WHEREAS, the County would like to renew and extend the Agreement beyond - its current term; and ra 0 WHEREAS, the Contractor has provided rates with no cost increase for the renewal as defined within this Amendment and Exhibit A, Scope of Services, and has offered to have the rates remain constant for an additional three (3) years; and .T WHEREAS, the Parties now desire to amend the Agreement by three years on the terms and conditions offered by the Contractor. c� 1. Paragraph 3.1 of the Agreement, as amended by Paragraph 3 of the Second Amendmer is revised to read as follows: E The term of this Agreement, as amended, is extended from January 17, 2023 and renewed for an additional three (3) years, to run through January 17, 2026. Monroe County's performance and obligations under this Third Amendment remain contingent upon annual appropriation by the Monroe County Board of County Commissioners. c� 2. In all other respects, the terms and conditions of the Agreement between the Parties, as amended by the Second Amendment, remain in full force and effect. 1 Packet Pg. 1268 F.19.b IN WITNESS HEREOF, this Third Amendment has been executed by the duly authorized representatives of the Parties, each of whom has full authority to enter into this Third Amendment. CL -� For the County: 0 (SEAL) MONROE COUNTY BOARD OF co Attest: Kevin Madok, Clerk COUNTY COMMISSIONERS as By: By: Deputy Clerk Mayor CY Date: a For the Contractor: E QUANTUM HEALTH SOLUTIONS OF FLORIDA, INC. < 4- 0 y: Anthony Riccio, President CL CL Date: 10-26-2022 a 0 a as as as X as E as E as E z Packet Pg. 1269 F.19.c I`;r � �.� Itlt ;, uII,t� r, �, d W September 6, 2022 c 0 Ms. Natalie Maddox Employee Benefits Administrator X Monroe County BOCC E 1100 Simonton Street Key West, FL 33040 RE: Quantum Health Solutions Employee Assistance Program Renewal Rates Agreement Dear Ms. Natalie: a� E Thank you for your consideration and continue trust in Quantum to assist Monroe County. In reference to the above Agreement. The following rates are provided for the renewal as defined within the Agreement and Exhibit A, Scope of Services: - • $1.25 per employee per month for the services described in Scope of Work A & B. 0 • $.50 per employee per month described in Scope of Work C. • Additional Critical Incident Program Services: $150 per hour. • Conflict Resolution Services at $150 per hour. • Cessation of tobacco products at$125 per hour, with a limit of five sessions per 0 client. a� • Fees quoted are in effect for a three year period. Please contact me to discuss any questions and coordination for renewal planning as appropriate. Thanks again for your trust in the Quantum team! �E c� Warm regards, �w Anthony Riccio, MA, LEAP, CRRA, CAP, SAP Packet Pg. 1270 F.19.d Form Request for Taxpayer Give Form to the (Rev.October2018) Identification Number and Certification requester. Do not Department of the Treasury send to the IRS. Internal Revenue Service ►Go to wwwJrs.gov/FormW9 for instructions and the latest information. 1 Name(as shown on your income tax return).Name is required on this line;do not leave this line blank. Quantum Health Solutions, Inc 2 Business name/disregarded entity name,if different from above M 3 Check appropriate box for federal tax classification of the person whose name is entered on line 1.Check only one of the 4 Exemptions codes apply only to � P Y P ( PP Y Y following seven boxes. certain entities,not individuals;see a instructions on page 3): p ❑ Individual/sole proprietor or ElC Corporation ElS Corporation ElPartnership ElTrust/estate w single-member LLC t) y g Exempt payee code(if any) 9= �v ❑ Limited liability company.Enter the tax classification(C=C corporation,S=S corporation,P=Partnership)► p ;? Note:Check the appropriate box in the line above for the tax classification of the single-member owner. Do not check Exemption from FATCA reporting N LLC if the LLC is classified as a single-member LLC that is disregarded from the owner unless the owner of the LLC is de(if any) LO another LLC that is not disregarded from the owner for U.S.federal tax purposes.Otherwise,a single-member LLC that co IL is disregarded from the owner should check the appropriate box for the tax classification of its owner. y ❑ Other(see instructions)► (Applies to accounts maintained outside the U.S.) y5 Address(number,street,and apt.or suite no.)See instructions. Requester's name and address(optional) (n 4873 Palm Coast Pkw , NW, Unit 3 6 City,state,and ZIP code Palm Coast, FL 32137 7 List account number(s)here(optional) Taxpayer Identification Number(TIN) Enter your TIN in the appropriate box.The TIN provided must match the name given on line 1 to avoid Social security number backup withholding. For individuals,this is generally your social security number(SSN). However,for a resident alien,sole proprietor,or disregarded entity,see the instructions for Part I,later.For other entities,it is your employer identification number(EIN). If you do not have a number,see How to get a TU 0 TIN, later. or Note:If the account is in more than one name,see the instructions for line 1.Also see What Name and Employer identification number Number To Give the Requester for guidelines on whose number to enter. M23 - 2 9 9 7 6 4 8 Certification 0 Under penalties of perjury,I certify that: 1.The number shown on this form is my correct taxpayer identification number(or I am waiting for a number to be issued to me);and 0- 2.I am not subject to backup withholding because:(a)I am exempt from backup withholding,or(b)I have not been notified by the Internal Revenue CL CL Service(IRS)that I am subject to backup withholding as a result of a failure to report all interest or dividends,or(c)the IRS has notified me that I am no longer subject to backup withholding;and 3.I am a U.S.citizen or other U.S.person(defined below);and N 4.The FATCA code(s)entered on this form(if any)indicating that I am exempt from FATCA reporting is correct. C14 Certification instructions.You must cross out item 2 above if you have been notified by the IRS that you are currently subject to backup withholding because you have failed to report all interest and dividends on your tax return.For real estate transactions,item 2 does not apply. For mortgage interest paid, CIL acquisition or abandonment of secured property,cancellation of debt,contributions to an individual retirement arrangement(IRA),and generally,payments other than interest and dividends,you are not required to sign the certification,but you must provide your correct TIN.See the instructions for Part II,later. Sign Signature of � Here U.S.person► /c'GGC�.d Date► 10-25-2022 4 General Instructions • Form 1099-DIV(dividends,including those from stocks or mutual funds) a Section references are to the Internal Revenue Code unless otherwise a Form 1099-MISC(various types of income,prizes,awards,or gross noted. proceeds) ; Future developments. For the latest information about developments . Form 1099 B(stock or mutual fund sales and certain other related to Form W-9 and its instructions,such as legislation enacted transactions by brokers) after they were published,go to www.irs.gov/FormW9. • Form 1099-S(proceeds from real estate transactions) Purpose of Form • Form 1099-K(merchant card and third party network transactions) An individual or entity(Form W-9 requester)who is required to file an • Form 1098(home mortgage interest),1098-E(student loan interest), information return with the IRS must obtain your correct taxpayer 1098-T(tuition) identification number(TIN)which may be your social security number • Form 1099-C(canceled debt) (SSN),individual taxpayer identification number(ITIN),adoption a Form 1099-A(acquisition or abandonment of secured property) taxpayer identification number(ATIN),or employer identification number (EIN),to report on an information return the amount paid to you,or other Use Form W-9 only if you are a U.S.person(including a resident amount reportable on an information return.Examples of information alien),to provide your correct TIN. returns include,but are not limited to,the following. If you do not return Form W-9 to the requester with a TIN,you might • Form 1099-INT(interest earned or paid) be subject to backup withholding. See What is backup withholding, later. Cat.No.10231X Form Packet Pg. 1271 F.19.e :949 IN.", W-1111 Th re s r tarn n�Im a was e Wi r wh theU 4O-Warket a Tef Use e re. W U) ;,l✓t rr c r 6 9 tI0(I�I$'C#'1861I�e,l l'� Ik aSCP &k !i� s r%b'a rl yt r~,pr1��' l!�l ) Sd:ar � (ty it tNfN!'4a 'is r� }1Nr1jAFr �I�yafaY�"I jr IW,.k $ lllcaWr8f5F8 r .„ <, il,l; ry tralfw) jip 'yl q� r Y(r"r ytal�(r M1 f r a I'w iJ'Yf /t'�ill�' N�4 riM rlyae yr N'/(G tr u`YrN�,r9/h Vr✓u��6;a4iYl l� tl IDS rrp w frrr,Eurdlflli�r �ftr Ppti ✓,N'IONJr:�' /� '. G� ) I/�// �ry�� r r ✓r ° A. o-� d '" � t l r1 /rP y� J trhl a r �' Tf@u�tl9 I1 „I��r+t"1 ��15� t rrr��� r�)tyn rN a II,.AS�"+7 AFIICM@t�N ✓X;fr �P�'S'�j,t,�'EII"IgUM`u{!,� �ItIB. ',�I1�Y"k�l t �^ 81�� N jl�i�r��)�i}� �fy`''!`�� �� rE v 7 4 1�.�1ltlrlf�i'�Rai y d.a �b!�ii zV t�ne� r✓ ,' d �: �, � r �rl�>;7�(Ir'i "r r v(`r r 5.,, i f r f ✓'•rr .'�'V/ r A ern r .r„ F Y' n A4do +�r �' 'rr�lrrir"' lrvfr'at? u: 0 0 ,fli Ir �a(�I" r 4 atla2e <'96 Fvakd Ir�r fy / C. N C. ' d " r f�n ' ter IIS � ✓l i A ✓A r 1( ��Jl�����"���li MI r rl�r�dr/rrY r r i brr rr rr ✓r �' i r yiil /A r r )��I rq, � 7��'r�dgo,.�)+�rrrV r�^�nBdy rt4xaN, ,:,,1 ,.r� �.�p�:y�:i✓ � (, rr a r"IY �}�r1�''y 6 r�',, � at� dw' 'f,,p�,' �rl,rair�, "�"�✓.tarp r r,"„ � ,< Ia�N a �,ar,���G°���} I T, � � a.+ CS �I CL r Packet Pg. 1272 } rr�uw�irr✓rP+lidK.,x11II r,M, ,ne F.19.f SECOND AMENDMENT TO MONROE COUNTY CONTRACT FOR PROFESSIONAL SERVICES FOR EMPLOYEE ASSISTANCE PROGRAM THIS SECOND AMENDMENT ("Second Amendment"), entered into on May 2020 ("Effective Date"), is by and between Monroe County (hereinafter called the "County") and Quantum Health Solutions of Florida, Inc. (hereinafter the "Contractor") (collectively, the "Parties"). 0 WHEREAS, on June 1, 2014, the Parties entered into an agreement for the provision of professional services for employee assistance ("Agreement")- and WHEREAS, the Agreement was extended on January 18, 2017 by a First Amendment ("First Amendment") to extend the term of the Agreement by three years from the Effective Date of the First Amendment; and WHEREAS, the County would like to renew and extend the Agreement beyond its current term; and WHEREAS, the Contractor has provided rates with no cost increase for the renewal as defined within this Amendment and Exhibit A, Scope of Services, and has offered to have the rates remain constant for an additional three (3) years; and WHEREAS, the Parties now desire to amend the Agreement by three years on 0 the terms and conditions offered by the Contractor. 0 NOW THEREFORE, in consideration of the mutual covenants and provisions contained herein, the Parties amend the Agreement as follows: 1. Paragraph 3.1 of the Agreement, as amended by Paragraph 3 of the First Amendment, is revised to read as follows: The term of this Agreement, as amended, is extended retroactively to January 17, 2020 and renewed for an additional three (3) years, to run through January 17, 2023. Monroe County's performance and obligations under this Second Amendment remain contingent upon annual appropriation by the Monroe County Board of County Commissioners. 2. In all other respects, the terms and conditions of the Agreement between the Parties, as amended by the First Amendment, remain in full force and effect. 1 Packet Pg. 1273 F.19.f IN WITNESS HEREOF, this Second Amendment has been executed by the duly authorized representatives of the Parties, each of whom has full authority to enter into this Second Amendment. For the County: (SEAL) MONROE COUNTY BOARD OF Attest: Kevin Madok, Clerk COUNTY COMMISSIONERS By: By: Deputy Clerk Heather Carruthers, Mayor Date: For the Contractor: QUANTUM HEALTH SOLUTIONS OF FLORIDA, INC. By: Anthony Riccio, President 0 Date: May 4, 2020 E 0 c� E c� z Packet Pg. 1274 F.19.g FIRST AMENDMENT TO MONROE COUNTY CONTRACT FOR PROFESSIONAL SERVICES FOR EMPLOYEE ASSISTANCE PROGRAM THIS AMENDMENT, entered into on , 2011 ("Effective Date") is W by and between Monroe County (hereinafter caQ the "County") and Quantum Health Solutions (hereinafter called the "Contractor") (collectively, the "Parties"). 0 WHEREAS, on April 25, 2015, the Parties entered into an agreement for the provision of professional services for employee assistance ("Agreement"); and WHEREAS, the County would like to extend the agreement beyond its current expiration date of June 1, 2017; and WHEREAS, the Contractor has provided new rates for the renewal as defined within the Agreement and Exhibit A, Scope of Services, and has offered to have the rates remain constant for three (3) years; and WHEREAS, the Parties desire to amend the Agreement to reflect the terms and conditions desired by the Parties, including updated public records language required by Section 119.0701, Fla. Stat. 4- 0 NOW THEREFORE, in consideration of the mutual covenants and provisions contained herein, the Parties amend the Agreement as follows: 1. In Exhibit A to the Agreement ("Scope of Services"), the cost per employee for services defined in Scope of Work C ("Additional Services") is increased from $0.25 to $0.50 per employee per month. E 2. In Exhibit A to the Agreement ("Scope of Services"), Scope of Work D ("Other services offered by the hour if specifically requested by the County") is revised to add the following sentence: • Cessation of tobacco products: $125 per hour, with a limit of five (5) CNI 00 sessions per client. 3. Paragraph 3.1 of the Agreement is revised in its entirety to read as follows: E The term of this Agreement, as amended, will be for three (3) years beginning on the Effective Date of this Agreement. Monroe County's performance and obligations are contingent upon an annual appropriation by the Monroe County Board of County Commissioners. 4. Section 8, Records, is revised to add the following sentence: Packet Pg. 1275 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, bradley- briana-monroecounty-fl.gov, c/o Monroe County Attorney's Office, 1111 12t" St., Suite 408, Key West FL 33040. E 5. Except as set forth herein, the Agreement between the parties remains the same. n IN WITNESS WHEREOF, this Amendment has been executed by the duly authorized representatives of the parties. E 4- �> 0 � =71 0 QUANTUM HEALTH SOLUTIONS MONROE CO&TY By. y By. 5 Tit Title: Monroe County Mayor O CNi 00 a G Date: t g ti° le-I h Madok , Clerk 9ryyc 31�547]r v ' U) By: MONROE COUNTY ATTORNEY Deputy Clerk PPROVED AS TO FORM: E CHRISTINE M. LIM ERT-BARROWS ASSISTANT COUNTY ATTORNEY Date ��(�1 I Packet Pg. 1276 F.19.h AGREEMENT MONROE COUNTY CONTRACT FOR PROFESSIONAL SERVICES FOR EMPLOYEE ASSISTANCE PROGRAM THIS AGREEMENT is made and entered into this 1st day of June, 2014, by MONROE COUNTY ("COUNTY") a political subdivision of the State of Florida, whose address is 1100 Simonton Street, Key West, Florida 33040 and Quantum Health g Solutions("CONTRACTOR"), whose address is 4873 Palm Coast Parkway, NW, Unit 3, Palm Coast, FL 32137. r 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. 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 la t' 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 0. CL subcontractors or independent contractors, this Agreement specifically requires that subcontractors and independent contractors shall not be an le 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 U and local law to perform such services. Section 2. COUNTY°S RESPONSIBILITIES U 2A Provide all best available information as is required by the Contractor and is mutually agreed upon. 2.2 Designate in writing a person with authority to act on the COUNTY'S behalf on all matters concerning the EAP. 2.3 Provide a schedule that is mutually agreeable to the COUNTY and CONTRACTOR. Section 3. TERM OF AGREEMENT r{ 3.1 The initial Agreement term will be for three (3) years beginning the 1 st day of June, 2014, Monroe Count 's y performance and obligations are contingent upon an annual appropriation by the Monroe County Board of County Commissioners. l I Packet Pg. 1277 F.19.h 4� L Y J V Section 4. PAYMENT TO CONTRACTOR 4,1 Compensation to the Contractor is outlined in Exhibit A. 4.2 Payment will be made according to the Florida Local Government Prompt Payment Act, Section 218.70, Florida Statutes. The Provider shall submit to the County an invoice and supporting documentation in a form acceptable to the Clerk. Acceptability to the Clerk is based on generally accepted accounting principles and such laws, rules and regulations as may govern the Clerk's disbursal of funds. The Director of Employee Services will review the request, note his/her approval on the request and forward it to the Clerk for payment. Section 5. CONTRACT TERMINATION, MODIFICATION 5A Either party may terminate this Agreement because of the failure of the other party to perform its obligations under the Agreement. The COUNTY may terminate this Agreement with or without cause upon thirty (30) days notice to the CONTRACTOR. COUNTY shall pay CONTRACTOR for work performed through the date of termination. The Contractor must provide the Contractor with at least ninety 90) days notice of intent to terminate. 5.2 If either party desires to modify this Agreement, it shall notify the other in writing at 1011 t qx `', least thirty ( 0) days prior to the effective date of such modification. In the case of proposed modification the party receiving the notification of the proposed modification shall itself notify the other party within ten (10) days after receipt of notice of its agreement to the proposed modification. Failure to do so shall terminate this Agreement. > 0 CL CL Section 8m CONTRACTOR'S ACCEPTANCE OF CONDITIONS A. CONTRACTOR hereby agrees that he has carefully examined the RFP, his response„ and this Agreement and has made a determination that he/she has the U personnel, equipment, and other requirements suitable to perform this work and assumes full responsibility therefore. The provisions of the Agreement shall control any inconsistent provisions contained in the specifications. All specifications have U been read and carefully considered by CONTRACTOR, who understands the same and agrees to their sufficiency for the work to be done. Under no circumstances, conditions, or situations shall this Agreement be more strongly construed against COUNTY than against CONTRACTOR. S. Any ambiguity or uncertainty in the specifications shall be interpreted and construed by COUNTY, and its decision shall be final and binding upon all parties. C. 'The passing„ approval, and/or acceptance by COUNTY of any of the services furnished by CONTRACTOR shall not operate as a waiver by COUNTY of strict compliance with the terms of this Agreement, and specifications covering the services. ' D. CONTRACTOR agrees that County Administrator or his designated ' representatives may visit CONTRACTOR'S facilit ies to conduct random evaluations of services during CONTRACTOR'S normal business hours. E, CONTRACTOR has, and shall maintain throughout the term of this Agreement, appropriate licenses and approvals required to conduct its business, and that it will Packet Pg. 1278 F.19.h t at all times conduct its business activities in a reputable manner. Proof of such licenses and approvals shall be submitted to COUNTY upon request. Section 7. NOTICES W 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: 0 To the COUNTY: Benefits, Sr. Administrator 1100 Simonton Street, Suite 2-268 Key West, Florida 33040 E To the CONTRACTOR: Quantum Health Solutions 4873 Palm Coast Parkway, NW, Unit 3 Palm Coast, FL 32137 Section 8. RECORDS E 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 five years following the termination of this Agreement, If an auditor employed by the COUNTY or Clerk determines that monies CL paid to CONTRACTOR pursuant to this Agreement were spent for purposes not CL 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. N c, Pursuant to Florida Statute §119.0701, Contractor and its subcontractors shall comply with all public records laws of the State of Florida, specifically to: a. Keep and maintain public records that ordinarily and necessarily would be U required by Monroe County in the performance of this Agreement. b. Provide the public with access to public records on the same terms and conditions that Monroe County would provide the records and 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. di Meet all requirements for retaining public records and transfer, at no cost, to Monroe County all public records in possession of the contractor upon termination of this Agreement and destroy any duplicate public records that are exempt or confidential and exempt from public records disclosure Packet Pg. 1279 F.19.h requirements. All records stored electronically must be provided to Monroe County in a format that is compatible with the information technology systems of Monroe County. Section 9. 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 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 E 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. Section 10. CONVICTED VENDOR E By signing this agreement, CONTRACTOR represents that the execution of this Agreement will not violate the Public Entities Crime Act (Section 287,133, Florida E sz Statutes), Violation of this section shall result in termination of this Agreement and recovery of all monies paid hereto, and may results 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 a Agreement with a public entityCL for the construction or repair of a public building or public work, may not perform work as a < CONTRACTOR, supplier, subcontractor, or CONTRACTOR under Agreement with any public entity, and may not transact business with any public entity in excess of the N threshold amount provided in Section 287.017 of the Florida Statutes, for the Category U Two for a period of 36 months from the date of being placed on the convicted vendor list.. Section 11. GOVERNING LAW, VENUE, INTERPRETATION, COSTS AND FEES U 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. E 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 12. SEVERABILITY 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 4 1 Packet Pg. 1280 F.19.h {mwe. 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 U) 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. 0 Section 13. ATTO NEY'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 E or interpretation of this Agreement, the prevailing party shall be entitled to reasonable attorney'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 14. BINDING EFFECT E The terms, covenants, conditions, and provisions of this Agreement shall bind and inure to E � a the benefit of the COUNTY and CONTRACTOR and their respective legal representatives, successors, and assigns. Section 15. AUTHORITY 6 0 Each party represents and warrants to the other that the execution, delivery and CL CL performance of this Agreement have been duly authorized by all necessary County and corporate action, as required by law. le Section 1 . ADJUDICATION OF DISPUTES OR DISAGREEMENTS `N c) 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, U 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 17. COOPERATION E 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 CONTRACTOR 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. Packet Pg. 1281 F.19.h Section 18. 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 court order. The parties agree to comply with all Federal and Florida statutes, and all local ordinances, U) as applicable, relating to nondiscrimination. These include but are not limited to: Title VII g of the Civil Rights Act of 1964 (PL 88-352) which prohibits discrimination on the basis of race, color or national origin; 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; Section 504 of the Rehabilitation Act of 1973, as amended (20 USC s. 794), which prohibits discrimination on the basis of handicaps; The Age Discrimination Act of 1975, as amended (42 USC ss. 6101-6107) which prohibits discrimination on the basis of age; The Drug Abuse Office and Treatment Act of 1972 (PL 92-255), as amended, relating to nondiscrimination on the basis of drug abuse; 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; 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; Title Vlll of E the Civil Rights Act of 1968 (42 USC ss. 3601 et seg.), as amended, relating to nondiscrimination in the sale, rental or financing of housing; The Americans with Disabilities Act of 1990 (42 USC s. 1201 Note), as may be amended from time to time, E ,4 y relating to nondiscrimination on the basis of disability; and 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 19. COVENANT OF NO INTEREST > 0 CL CL 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 le performance under this Agreement, and that only interest of each is to perform and N receive benefits as recited in this Agreement. U Section 20, CODE OF ETHICS COUNTY agrees that officers and employees of the COUNTY recognize and will be U 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. c� Section 21. NOSOLICITATION/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. For the breach Packet Pg. 1282 F.19.h 4 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 22. PUBLIC ACCESS W The COUNTY and CONTRACTOR shall allow and permit reasonable access to, and inspection of, all documents, papers, letters or other materials in its possession or under its control subject to the provisions of Chapter 119, Florida Statutes, and made or received by the COUNTY and CONTRACTOR in conjunction with this Agreement; and the COUNTY shall have the right to unilaterally cancel this Agreement upon violation of this provision by CONTRACTOR. Section 23. NON-WAIVER OF IMMUNITY CY 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. E �t Section 24. PRIVILEGES AND IMMUNITIES All of the privileges and immunities from liability, exemptions from laws, ordinances, and rules and pensions and relief, disability, workers' compensation, and other benefits which apply to the activity of officers, agents, or employees of any public agents or employees of 0 the COUNTY, when performing their respective functions under this Agreement within theCL CL territorial limits of the COUNTY shall apply to the same degree and extent to the performance of such functions and duties of such officers, agents, volunteers, orMT employees outside the territorial limits of the COUNTY. N Section 25. LEGAL OBLIGATIONS AND RESPONSIBILITIES c) Non-Delegation of Constitutional or Statutory Duties. This Agreement is not intended to,nor shall it be construed as, relieving any participating entity from any obligation or c) responsibility imposed upon the entity by law except to the extent of actual and timely performance thereof by any participating entity, in which case the performance may be offered in satisfaction of the obligation or responsibility. Further, this Agreement is not intended to, nor shall it be construed as, authorizing the delegation of the constitutional or E statutory duties of the COUNTY, except to the extent permitted by the Florida constitution, state statute, and case law. Section 26. 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 Packet Pg. 1283 F.19.h , 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 27, ATTESTATIONS CONTRACTOR agrees to execute such documents as the COUNTY may reasonably require, to include„ but not be limited to, a Public Entity Crime Statement, an Ethics g Statement, and a Drug-Free Workplace Statement, Lobbying and Conflict of Interest Clause, and Non-Collusion Agreement, Section 28. NO PERSONAL LIABILITY No covenant or agreement contained herein shall be deemed to be a covenant or agreement of any member, officer, agent or employee of Monroe County in his or her individual capacity, and no member, officer, agent or employee of Monroe County shall be liable personally on this Agreement or be subject to any personal liability or accountability by reason of the execution of this Agreement. Section 29. 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. Section 30.. SECTION HEADINGS 0 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 Agreement and wiil not be used in the interpretation of any provision of this Apart of this greement. Section 31. INSURANCE POLICIES N c) 31.1 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. Packet Pg. 1284 F.19.h 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. E 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 E ,r 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. 0 The Monroe County Board of County Commissioners, its employees and officials will be included as "Additional Insured" on all policies, except for Workers' Compensation. 31.2 INSURANCE REQUIREMENTS FOR CONTRACT BETWEEN COUNTY AND CONTRACTOR (/Vote., amounts of coverage are subject to change in final contract) U Prior to the cornmencement 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: U • Premises Operations • Bodily Injury Liability * Expanded Definition of Property Damage E c� The minimum limits acceptable shall be: 1,000,000 Combined Single Limit (CSL) If split limits are provided, the minimum limits acceptable shall be: F 1 500,000 per Person 1,000,000 per Occurrence 100,000 Property Damage Packet Pg. 1285 F.19.h AMR, 4 yv 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 contracts 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. g 0 31.3 VEHICLE LIABILITY INSURANCE REQUIREMENTS 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 E 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: 00,000 Combined Single Limit (CSL) E If split fimits are provided, the minimum limits acceptable shall be: 100,000 per person :300,000 per Occurrence 76 0,000 property Damage 0 The Monroe County Board of County Commissioners shall be named as Additional Insured on all policies issued to satisfy the above requirements. le Coverage shall be provided by a company or companies authorized to transact business in the state of Florida. U 1.4 WORKERS' COMPENSATION INSURANCE REQUIREMENTS U 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. E In addition, the CONTRACTOR shall obtain Employers' Liability Insurance with limits of not less than: 500,000 Bodily Injury by Accident 00,000 Bodily Injury by Disease, policy limits ; 500,000 Bodily Injury by Disease, each employee Coverage shall be maintained throughout the entire term of the contract. 1 tt I Packet Pg. 1286 F.19.h i Coverage shall be provided by a company or companies authorized to transact business in the state of Florida. 31.5 PROFESSIONAL MEDICAL LIABILITY REQUIREMENTS Recognizing that the work governed by this contract involves the providing of professional medical and/or psychological services, the CONTRACTOR shall purchase and maintain, throughout the life of the contract, Professional Medical Liability Insurance which will g respond to the rendering of, or failure to render medical professional services under this contracts The minimum limits of liability shall be: 5Q Q0Q per occurrence/ 1 QQQ,QQQ Aggregate If coverage provided is on a claim made basis, an extended claims reporting period of four (4) years will be required. Section 32. INDEMNIFICATION The CONTRACTOR does hereby consent and agree to indemnify, defend 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 k� fees, or liability of any kind arising out of the negligent or intentional 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 of76 this contract. The amount and type of insurance coverage requirements set forth C hereunder shall in no way be construed as limiting the scope of indemnity set forth in thisCL CL paragraph. Further the CONTRACTOR agrees to defend and pay all legal costs attendant to acts attributable to the sole negligent act of the CONTRACTOR. le At all times and for all purposes hereunder, the CONTRACTOR is an independent c) contractor and not an employee of the Board of County Commissioners. No statement contained in this agreement shall be construed so as to find the CONTRACTOR or any of his/her employees, contractors, servants or agents to be employees of the Board of County Commissioners for Monroe County. As an independent contractor the c- CONTRACTOR shall provide independent, professional judgment and comply with all federal, state, and local statutes, ordinances, rules and regulations applicable to the W services to be provided. The CONTRACTOR shall be responsible for the completeness and accuracy of its work, Plan, supporting data, and other documents prepared or compiled under its obligation for this project, and shall correct at its expense all significant errors or omissions therein which may be disclosed. The cost of the work necessary to correct those errors attributable to the CONTRACTOR and any damage incurred by the COUNTY as a result of additional costs caused by such errors shall be chargeable to the CONTRACTOR. This provision shall not apply to any maps, official records, contracts, or other data that may be t, provided by the COUNTY or other public or semi-public agencies. I 1 I Packet Pg. 1287 F.19.h The CONTRACTOR agrees that no charges or claims for damages shall be made by it for any delays or hindrances attributable to the COUNTY during the progress of any portion of the services specified in this contract. Such delays of hindrances, if any, shall be compensated for by the COUNTY by an extension of time for a reasonable period for the CONTRACTOR to complete the work schedule. Such an agreement shall be made between the parties, W U) E E F ik 76 0 CL CL N L) L) ass E M at � 1 S 12 Packet Pg. 1288 F.19.h IN WITNESS WHEREOF, the parties hereto have caused these presents to be executed on the 1`7fih day of'JV-r14- 2014. BOARD OF COUNTY COMMISSIONERS 1 �flavilin, CLERK � 4 /,m 'MbNROE COUNTY FLORIDA 13 Deputy CI rk Mayor/Ch irman a (CORPORATE SEAL) (Name of Contractor) Quantum Health ATTEST: Solutions, Inc. B( Title c Jam✓ � ���, E rg pp IN CL CL MONROE COUNTYAfTORNEY CN AP MOVED A T F RM: �� YNT 1A L. ALL ASSfS NT O NTY ATTORNEY bate 4! a Q -- U E c� i% 13 Packet Pg. 1289 F.19.h 1jii EXHIBIT A SCOPE OF SERVICES PROFESSIONAL SERVICES FOR EMPLOYEE ASSISTANCE PROGRAM (EAP) The EAP shall provide mental health assistance to County employees and their eligible dependents in the form of individual counseling services in a number of areas, pharmacologic intervention (counseling on medication management for the individual),educational group seminars, management orientation sessions, program orientation sessions, prepare reports, and other related services as set out in the Scope of Work below. The initial contract term will be for three (3) years. SCOPE OF TIME WORK TO BE PROVIDED BY EAP PROVIDER At a minimum the services provided by the EAP shall be provided to all employees and their eligible dependents. County employees are the employees of the Board of County Commissioners, the Board members, the Constitutional Officers and their employees. Eligible dependents can include household members as well as dependents eligible for health care coverage such as college students. E E {t { The services shall include up to eight (8) visits per individual issue. (A) Individual counseling services that include but are not limited to: • Alcohol dependency • Anxiety • Adolescent care and services • Drug abuse • Depression • Family discord • Elder care • Stress U • Marital and Relational conflict • Aged parent care • Compulsive Gambling U • Legal Difficulties • Parenting issues • Job stress E Face-to-face counseling sessions shall be available to an employee and eligible dependents during the contract term. If the sessions under the contract terms are exhausted and the problem has not been resolved, the Proposer must explain other treatment options. If the problem is not covered by the EAP, the Proposer must refer the person to a provider who can furnish the service(s) needed preferably by a provider covered under the County's health plan. 14 Packet Pg. 1290 F.19.h t S= S t Evening and special appointments will be provided for clients unable to schedule during office hours. Emergency situations are handled immediately (within 24 hours) on a case-by-case basis. All other appointments will be scheduled within two days or as convenient to the client. Face to face counseling services will be made available to clients within 10 miles of driving distance of the client's home or work. U) Quantum will offer options for clients who prefer assistance by telephone. Quantum WebConnect will also be offered providing client accessibility to a Counselor via Internet web based video cam. D) Educational group seminars (two separate sessions in each of the three locations = 6 Total) on an annual basis which will include programs within Quantum's library of topics in: * Personal Development * EAP Program Awareness and Development * Wellness Topics * US DOT Training ad t o Organizational and Personal Development S4 La Orientation group sessions providing an EAP overview at the three County locations annually, including: 0 c Training of Managers seminars at the three county locations annually (two separate sessions in each of the three locations = 6 Total) MT Providing Managers with a working understanding of EAP and employer support; Identification and referral of troubled N employees; Observing and documenting job performance; c) Warning signs of emotional distress; Warning signs of drug/alcohol abuse; Management/union consultation; Proper intervention techniques; Confidentiality and the EAP referral process. U Employee Orientation seminars for all County employees at the three County locations annually (two separate sessions in each of the three locations = 6 Total) Providing employees with a clear understanding of the scope of EAP services and the kinds of problems EAP can address; Program access and eligibility; Services available; Qualifications of staff; Confidentiality services; Counselor locations and types of sessions available; Rion clinical EAP work-life benefits; and Quantum WebConnect. �x o The County will also have unlimited access to Quantum Employee Orientation video and Quantum Supervisory video 15Packet Pg. 1291 F.19.h T , z, • Critical Incident Program (2 sessions annual) o Professional assistance providing a safe mechanism by which to address emotional issues related to trauma such as accidents, injuries or natural disasters. Response on-site for structured Critical Incident Stress Management and Debriefings (CISM/D) individual and group sessions following the onsite CISM/D Referrals for those affected by the event, to EAP Counselors or g clinical professionals within the medical benefit plan for continued help. • Substance Abuse Professional (SAP) Services for employees who have violated Federal Department of Transportation Regulations (49 CFR Part 40): o Includes an initial audit of DOT Compliance, defining the role of the manager or supervisor, assisting the manager/supervisor with responsibilities when a Policy violation occurs, Monroe County policy and procedures review, drug-free workplace education, DOT referral procedures and effective use of Monroe County Drug testing program, and providing comprehensive in-person SAP services in accordance with DOT. Quantum SAP Responsibilities will include: E Evaluation: Monroe County contacts the Quantum SAP for referral and violation assessment. Designated Employer E Representative (DER) documentation of failed drug test and any other job-related problems are conveyed. The Quantum SAP will then meet with the employee and conduct a thorough 4- evaluation and assessment. 0 Referral: Based on the evaluation, the employee is referred to > the appropriate level of treatment education. If dually CL diagnosed, the employee will also be referred to aCL mental health treatment. appropriate Monitor Compliance: The Quantum SAP will monitor compliance with the treatment/education provider as well as N providing compliance reports to the employer. U Follow-up Evaluation: Once Quantum receives a written documentation of treatment completion by the treatment facility or clinical provider, he/she must be seen by the Quantum SAP U for follow-up evaluation. This evaluation assesses the employee's current and future treatment, including involvement with education and relapse prevention programs. Coordination and Return to Work: The Quantum SAP will prepare employer reports and note specific information as E defined by the DOT. The report will confirm compliance and return to work requirements. Coordination with Monroe County DER and MRO will occur during each phase of the process to ensure DOT compliance is fulfilled. • Referrals: o Referrals to community resources in conjunction with EAP counseling for issues such as: Addiction and Recovery, Anxiety Disorders, Associations and Institutes, Attention Deficit Hyperactivity Disorder, Child Abuse and Domestic Violence, Depression, Chronic Fatigue, 16 1 Packet Pg. 1292 F.19.h } l l Developmental Disorders, Eating Disorders, Personality Disorders, Suicide Awareness and Hotlines, and Counseling Resources. • Fit To Work Exams: Diagnostic interviews and evaluations in the areas of mental health and substance abuse. • Legal Services: 30 — 60 minute session per employee per year. Services thereafter provided at a discounted rate.• g Financial Counseling: Up to three (3) sixty minute telephonic sessions � annually. Seminars will be conducted at the discretion of the County either onsite with the E traditional method of presentation or via Quantum WebConnect. It is understood that Quantum WebConnect hosts custom seminars via web portal to an audience of up to CY 25 participants. C) The following additional services: Additional Educational Group Seminars: Two separate sessions in each of the three locations = 6 Total on an annual basis. 0 # WebConnect hosted seminars: 6 sessions on an annual basis. D) Other services offered by the hour if specifically requested by the County: Additional Critical Incident Program Services: $150 per hour. ' Conflict Resolution Services: Mediation process to help p generate options for an agreement that works for all involved parties. Coordination through management OR Human Resources and the Quantum Account Manager: $150 per hour. N c) Service Requirement Proposer will provide a twenty-four (24) hour, seven (7) day a week toll free confidential telephone service answered by professional staff. This phone service W must provide immediate assistance to the individual seeking professional help. All calls will be answered with the moniker, "Monroe County Employee Assistance � Program, how may we help you". The telephone log information must be included in the quarterly report to the County. English and Spanish clinician service will be provided as needed as well as TDD for hearing impaired, g� Required Repcarts Itifiation reports will be rovided uarterl and will include at least the followin Initial Phone contacts Trainin and Critical Incident 17 Packet Pg. 1293 F.19.h • Brief Phone Consultations Debriefings • Case Opening Data • Project management— (e.g. • Client Demographics Team building, conflict • Problem Identification — resolution, etc. personal and work performance • Contract Administrative • Clinical Contacts with Progress Services Notes • Promotional Activities • Supervisor Contacts and • Employer Support Services Consultations • Paperless Staff and Affiliate -- ---. - _ Documentation Return on Investment Report will be provided on an annual basis. Informational Materials The following printed materials will be provided to the County during the contract CY term: Unlimited employee brochures, wallet cards and workplace informational posters. Unlimited access to monthly editions of Quantum Frontline Supervisor newsletters and Quantum Balanced diving newsletters. Unlimited access to electronic editions of Q Notes topical/informational material. Qualifications Necessary for Provider Counselors must have current credentials, licensing, training and relative experience in their respective fields. Pharmacologic intervention must be evaluated and managed by > professionals of the healing arts licensed in the State of Florida that includes this scope of CL practice. CL The EAP Provider will certify at least annually that all staff members, independent contractors, subcontracted work, if any, all service providers it uses, engages or manages, N comply with Health Insurance Portability and Accountability Act (HiPAA) and HITECH U privacy and security rules. Cost Requirements U All charges for services, inclusive of all travel and other expenses (there will be no reimbursable expense items): $1.25 per employee per month for the services described above in Scope of Work A 13. Additional services are priced separately below: $.25 per employee per month described above in Scope of Work C. 18 Packet Pg. 1294 F.19.i THE HARTFORD CL BUSINESS SERVICE CENTER THE ,o 3600 WISEMAN BLVD HARTFORD SAN ANTONIO TX 78251 October 25, 2022 2 0 as Monroe County BOCC 1100 SIMONTON ST E KEY WEST FL 33040 CY (D E (D E 4- Account Information: Contact Us Policy Holder Details : INC NTUM HEALTH SOLUTIONS Need Help? CL CL Start a live chat online or call us at (866)467-8730. CD We're here weekdays from 8:00 AM to 8:00 PM ET. T- CL Enclosed please find a Certificate Of Insurance for the above referenced Policyholder. Please contact us if you have any questions or concerns. r— Sincerely, Your Hartford Service Team as E CD as E L) WLTRO05 Packet Pg. 1295 CERTIFICATE OF LIABILITY INSURANCE DATE(MM/D F.19.i 10/25/ 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 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 endorsement(s). LU PRODUCER CONTACT 8= USAA INSURANCE AGENCY INC/PHS NAME: O 65812846 PHONE (888)242-1430 FAX (A/C,No,Ext): (A/c,No): The Hartford Business Service Center LO 3600 Wiseman Blvd E-MAIL San Antonio,TX 78251 ADDRESS: INSURER(S)AFFORDING COVERAGE NAIC# INSURED INSURERA: Hartford Casualty Insurance Company 29424 QUANTUM HEALTH SOLUTIONS INC INsuRER6: Hartford Underwriters Insurance Company 30104 4873 PALM COAST PKWY NW UNIT 3 INSURERC: PALM COAST FL 32137-3669 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 SUBR POLICY NUMBER POLICY EFF POLICY EXP LIMITS LTR INSR WVD MM/DD/YYYY MM/DD/Y COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE $2,000,000 CLAIMS-MADE OCCUR DAMAGE TO RENTED PREMISES Ea occurrence $300,000 X General Liability MED EXP(Any one person) $10,000 O A X 65 SBA TF9660 12/05/2021 12/05/2022 PERSONAL&ADV INJURY $2,000,000 > GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $4,000,000 CL POLICY❑PRO- LOC PRODUCTS-COMP/OPAGG $4,000,000 a JECT OTHER: AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT N CN Ea accident ANY AUTO BODILY INJURY(Per person) N ALL OWNED SCHEDULED LO AUTOS AUTOS BODILY INJURY(Per accident) (y .�,.. HIRED NON-OWNED PROPERTY DAMAGE CL AUTOS AUTOS (Per accident) UMBRELLA LIAB OADE CCUR EACH OCCURRENCE EXCESS LIAB CLAIMS- AGGREGATE M DED RETENTION$ WORKERS COMPENSATION X PER OTH- AND EMPLOYERS'LIABILITY STATUTE ER ANY Y/N E.L.EACH ACCIDENT $1,000,000 B PROPRIETOR/PARTNER/EXECUTIVE N/A 65 WEC GD3821 02/11/2022 02/11/2023 OFFICER/MEMBER EXCLUDED? E.L.DISEASE-EA EMPLOYEE $1,000,000 (Mandatory in NH) If yes,describe under E.L.DISEASE-POLICY LIMIT $1,000,000 DESCRIPTION OF OPERATIONS below A EMPLOYMENT PRACTICES 65 SBA TF9660 12/05/2021 12/05/2022 Each Claim Limit $5,000 CY LIABILITY Aggregate Limit $5,000 U DESCRIPTION OF OPERATIONS/LOCATIONS/VEHICLES(ACORD 101,Additional Remarks Schedule,may be attached if more space is required) Those usual to the Insured's Operations.Certificate holder is an additional insured per the Business Liability Coverage Form SS0008 attached to this policy. CN CERTIFICATE HOLDER CANCELLATION cN Monroe County BOCC SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED , 1100 SIMONTON ST APPROVED BY RISK MANAGEMENT BEFORE THE EXPIRATION DATE THEREOF,NOTICE WILL BE DELIVERED KEY WEST FL 33040 gY ... '.. °" r IN ACCORDANCE WITH THE POLICY PROVISIONS. DATE AUTHORIZED REPRESENTATIVE WAIVER N/A YES_ A,J 12�3 � �2> ©1988-2015 ACORD CORPORATION.All rights reserved. ACORD 25(2016103) The ACORD name and logo are registered marks of ACORD Packet Pg. 1296 HEALTHCARE PROVIDERS SERVICE CNA ORGANIZATION PURCHASING GROUP QHP%JQ%�J APPROVED BY RISK MANAGEMENT Certificate of Ngurance OCCURRENCE PROFESSIONAL LIABILITY POLICY FORM Print Date:07/25/22 DATE .. 11/i/262 WAIVER N/A-YES_ W The application for the Policy and any and all supplementary Information, materials,and statements submitted therewith shall be maintained on file by us or our Program Administrator and will be deemed attached to and Incorporated Into the Policy as If physically attached. 0 PRODUCER BRANCH I PREFIX POLICY NUMBER Policy Period: 018W8 970 HPG 0270500214 From:08/08/22 to 08/08/23 at 12:01 AM Standard Time Named Insured _ Program Adminls red by: E Quantum Health Solutions, Inc. Healthcare Providers Service Organization 4873 Palm Coast Pkwy Nw Unit 3 1100 Virginia Drive, Suite 250 Palm Coast,FL 32137-3669 Fort Washington, PA 19034-3278 CY 215-509-5437 www.hpso.com Medical S eciatt►r Code Insurance ilamided by: Counselor Educator Finn 80723 American Casualty Company of Reading,Pennsylvania Excludes Cosmetic Procedures 151 N. Franklin Street,Chicago,IL 60606 Medical Specialty is amended to include Consulting Services E Professional Liablilly Professional Liability $1,000,000 each claim $3,000,000 aggregate Your professional liability limits shown above include the following: •Good Samaritan Liability •Malplacement Liability • Personal Injury Liability •Sexual Misconduct Included in the PL Limit shown above subject to$25,000 aggregate sublimit Coverage Extensions CL License Protection $25,000 per proceeding $25,000 aggregate CL Defendant Expense Benefit $1,000 per day limit $25.000 aggregate < Deposition Representation $10,000 per deposition $10,000 aggregate CN Assault $25,000 per incident $25,000 aggregate Q lnckwes WofWace v"mrarm Counselkv CN LO Medical Payments $25,000 per person $100,000 aggregate CN First Aid $10,000 per Incident $10.000 aggregate Damage to Property of Others $10,000 per incident $10,000 aggregateCL Enterprise Privacy Protection-Claims Made $25,000 per Incident $25,000 aggregate Retroactive Date:08/08/16-Defense inside limits Media Expense $25,000 per incident $25,000 aggregate sr Employment Practices Liability(EPL) $25,000 per incident $25,000 aggregate Retroactive Date:08/08/21 - Defense inside limits Workplace Liabill Workplace Liability Included In Professional Liability Limit shown above Fire and Water Legal Liability Included In the PL limit above subject to$150,000 aggregate sublimit Personal Liability Excluded U Total:$1,463.70 $1,435.00 PREMIUM$28.70 2022 FIGA Regular Assessment CN Policy Forms& Endorsements (Please see attached list of policy forms and endorsements) cat c� Chairman of the Board `c Secretary Keep this document in a safe place.It and proof of payment are your proof of coverage.There is no coverage in force unless the premium is paid in full.In order to activate your coverage,please remit premium in full by the effective date of this Certificate of Insurance. Coverage Change Date: er CNA93692(11.2018) Endorsement Date: Master Policy: 188711433 0 Copyright CNA All Rights Reserved, Packet Pg. 1297 W F.19.i POLICY FORMS &ENDORSEMENTS The following are the policy forms and endorsements that apply to your current professional liability insurance policy. COMMON POLICY FORMS&ENDORSEMENTS W U) FORM# DESCRIPTION G-121600-D(04-08) Common Policy Conditions G-121501-C(07-01) Occurrence Policy Form 0 G-121503-C(07-01) Workplace Liability Form G-145184-A(06-03) Policyholder Notice-OFAC Compliance Notice G-147292-A(03-04) Policyholder Notice-Silica, Mold&Asbestos Disclosure CNA81753(03-15) Coverage&Cap on Losses from Certified Acts Terrorism CNA81758FL(01-21) Notice-Offer of Terrorism Coverage&Disclosure of Premium-Florida E GSL13424(05-09) Services to Animals GSL13425(05-09) Business Owner Coverage Extension Endorsement GSL16564(10-09) Sexual Misconduct Sublimits of Liability Professional Liability&Sexual Misconduct Exclusion GSL15565(03-10) Healthcare Providers Professional Liability Assault Coverage GSL17101 (02-10) Exclusion of Specified Activities Reuse of Parenteral Devices and Supplies CNA80052(09-14) Distribution or Recording of Material or Information In Violation of Law Exclusion Endorsement , CNA82011 (04-15) Related Claims Endorsement CNA94164(11-18) Amendment Definition of Claim Endorsement E CNA85582FL(04-16) Florida Cancellation and Non-Renewal CNA80989(12-14) Concealment,Misrepresentation,Fraud Condition Amendatory Endorsement-Florida CNA88921FL(11-18) Florida Amendatory Change for EPL CNA79516(07-14) Enterprise Privacy Protection CNA79575(07-14) Exclusion of Cosmetic Procedures CNA89026(05.17) Media Expense Coverage CNA93658(08-18) Employment Practices Liability Coverage-Defense Only G-123828-B(07-01) Certificate Holder G-141231-A(07-01) Additional Insured Healthcare Entity GSL-5587(11-05) Consulting Services Liability Endorsement GSL13428(05-09) DBA or Specified EndorsementsCL CN CN CN LO CN V- CL X 2M LO U CN CN CN E c� Healthcare Providers Service Organization Is a registered trade name of Affinity Insurance Services,Inc.;(TX 13695);(AR 100106022);in CA, MN,AIS Affinity Insurance Agency,Inc.(CA 0795465);in OK, AIS Affinity insurance Services,Inc.; in CA,Aon Affinity Insurance Services, Inc.,(CA 0G94493),Aon Direct Insurance Administrators and Serkely Insurance Agency and In NY,AIS Affinity Insurance Agency. Form#:CNA93692(11-2018) Named Insured:Quantum Health Solutions,Inc. Master Policy*.,188711433 Policy#:0270500214 Packet Pg. 1298