12/20/2001 Agreement
CLERK OF THE CIRCUIT COURT
MONROE COUNTY
BRANCH OFFICE
MARATHON SUB COURTHOUSE
3117 OVERSEAS HIGHWAY
MARATHON, FLORIDA 33OSO
TEL. (305) 289-6027
FAX (305) 289-1745
MONROE COUNTY COURTHOUSE
500 WHITEHEAD STREET
KEY WEST, FLORIDA 33040
TEL. (305) 292-3550
FAX (305) 295-3663
BRANCH OFFICE
PLANTATION KEY
GOVERNMENT CENTER
88820 OVERSEAS HIGHWAY
PLANTATION KEY, FLORIDA 33070
TEL. (305) 852-7145
FAX (305) 852-7146
MEMORANDUM
DATE:
January 23,2002
TO:
Timothy McGarry, Director
Growth Management Division
ATTN:
Colleen Gardner
Executive Assistant
Pamela G. Ha~
Deputy ClerkU
FROM:
At the December 20, 2001, Board of County Commissioner's meeting the Board granted
approval and authorized execution of an Agreement for Professional Services between Monroe
County and Maximus to conduct a management evaluation study of the Growth Management
Division's development permitting system.
Enclosed are two copies of the above mentioned for your handling. Should you have any
questions please do not hesitate to contact this office.
Cc: County Administrator w/o document
County Attorney
Finance
File /
MONROE COUNTY
MANAGEMENT EVALUATION OF PERMITTING SERVICES
AGREEMENT FOR PROFESSIONAL SERVICES
THIS AGREEMENT made and entered into this J-J 1ft day of .1 UE.M~ ,2001,
by and between the MONROE COUNTY BOARD OF COUNTY COMMISSIONERS,
Monroe County, Florida, referred as the "CLIENT", and MAXIMUS with offices located
at 1949 Commonwealth Lane, Tallahassee, Florida 32303, hereinafter referred to as
the CONSULTANT.
WHEREAS, the CLIENT has determined that it is necessary, expedient, and to the best
interest of the CLIENT to retain a CONSULTANT to render and perform consulting and
other professional services in connection with the providing technical assistance to
Monroe County in the evaluation of the Growth Management Division's permitting
system.
WHEREAS, THE CLIENT desires to engage the CONSULTANT on a contract basis, for
work assignments, as per the authorization procedures hereinafter set forth.
NOW, THEREFORE, the parties hereto do mutually agree as follows:
SECTION 1. EMPLOYMENT OF THE CONSULTANT
The CLIENT hereby engages the CONSULTANT and the CONSULTANT agrees to
perform services hereinafter described.
SECTION 2. SCOPE OF SERVICES
The CONSULTANT 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.
SECTION 3. CLIENT'S RESPONSIBILITIES
The CLIENT shall complete the following in a timely manner so as not to delay the
services of the CONSULTANT:
3.1 Provide all best available data and base maps as to the CLIENT's requirements
for Work Assignments. Designate in writing a person with authority to act on the
CLIENT's behalf on all matters concerning the Work Assignment.
3.2 Furnish to the CONSULTANT all existing plans, studies, reports, and other
available data pertinent to the work, and obtain or provide additional reports and
data as required by the CONSULTANT. The CONSULTANT shall be entitled to
use and rely upon such information and services provided by the CLIENT or
others in performing the CONSULTANT's services.
3,3 Arrange for access to and make all provisions for the CONSULTANT to enter
upon public and private property as reasonably required, and legally allowed, for
the CONSULTANT to perform services hereunder. Any obstruction to such
access by private property owners shall not constitute a basis for waiver of any
other required entries on to public and private property, nor shall it provide a
basis for termination of the contract. In the event that such access is so
obstructed, CONSULTANT and CLIENT shall work together to resolve the
difficulty in a timely manner.
3.4 Perform such other functions as are indicated in Exhibit "A" including but not
limited to scheduling all meetings, work sessions, and hearings associated with
the performance of the CONSULTANT's work, including preparation of minutes
and records.
SECTION 4. TIME OF COMPLETION
The services to be rendered by the CONSULTANT for each individual work order
request shall be commenced upon written notice from the CLIENT and the work shall be
completed in accordance with the schedule mutually agreed to by the CLIENT and
CONSULTANT, unless it shall be modified in a signed document, by the mutual consent
of the CLIENT and CONSULTANT. Subsequent services shall be performed in
accordance with schedules of performance which shall be mutually agreed to by
CLIENT and CONSULTANT.
SECTION 5. COMPENSATION
5.1 The maximum compensation available to the CONSULTANT under this
agreement is $39,750. The CLIENT agrees to pay the CONSULTANT on a lump
sum basis for the successful completion of each individual work task in
accordance with the Compensation Schedule -Exhibit "8"_ which is attached
hereto and made part of this agreement. Should there be any reimbursable
expense request and should there be any disagreement on these, any
disagreement regarding which items are reimbursable shall be submitted to the
County Clerk for determination and whose decision shall be final.
5.2 The hourly billing rates of the CONSULTANT used in calculating the
compensation due are:
Position Hourly Rate
Vice President/Director $ 200
Senior Manager $ 155
Senior Consultant $ 125
-3-
SECTION 6. PAYMENT TO CONSULTANT
6.1 CONSULTANT shall submit monthly invoices and progress reports for services
rendered on each individual work task being performed by the CONSULTANT.
The CLIENT shall make payments in response to CONSULTANT's invoices
within forty-five (45) days of the invoice date.
6.2 If the CLIENT fails to make any payment due to the CONSULTANT for services
and expenses within forty-five (45) days after the invoice dates, the
CONSULTANT may, after giving seven (7) days written notice to the CLIENT,
suspend services until the CONSULTANT has been paid in full all amounts due
for services.
SECTION 7. AUTHORIZATION OF WORK ASSIGNMENTS
7.1 All work assignments beyond or in addition to EXHIBIT "A" shall be authorized in
a signed document in accordance with the CLIENT's policy prior to any work
being conducted by the CONSULTANT.
7.2 Additional authorizations may contain additional instructions or provisions
specific to the authorized work for the purpose of clarifying certain aspects of this
Agreement pertinent to the work to be undertaken. Such supplemental
instruction or provisions shall not be construed as a modification of this
Agreement. Authorizations shall be dated and serially numbered.
SECTION 8. COST CONTROL
8.1 Opinions of probable construction cost, financial evaluations, and feasibility
studies prepared by the CONSULTANT under the Work Assignment will be
made on the basis of the CONSULTANT's best judgment as an experienced and
qualified professional. It is recognized, however, that the CONSUL rANT does
not have control over the cost of labor, material, equipment, or services furnished
by others over market conditions or contractor's methods of determining their
prices, and that any utilitarian evaluation of any facility to be constructed or work
to be performed on the basis of the Work Assignment must be of necessity
speculative. Accordingly, the CONSULTANT does not guarantee that proposals,
bids, or actual costs will not 'Vary from opinions, evaluations, or studies submitted
by the CONSULTANT to the CLIENT thereunder.
-4-
SECTION 9. NOTICES
All notices, requests and authorizations provided for herein shall be in a signed
document and shall be delivered or mailed to the addresses as follows:
To the CLIENT:
Monroe County Board of County Commissioners
c/o Monroe County Growth Management Division
2798 Overseas Highway, Suite 410
Marathon, Florida 33050
Attention: Division Director
To the CONSULTANT:
Kenneth R. Murray, Director
MAXIMUS, Inc.
1100 Logger Ct., Suite 0-100
Raleigh, NC 27516
or addressed to either party at such other addresses as such party shall hereinafter
furnish to the other party in writing. Each such notice, request, or authorization shall be
deemed to have been duly given when so delivered, or, if mailed, when deposited in the
mails, registered, postage paid.
SECTION 10. GENERAL CONDITIONS
10.1 All documents created or prepared by CONSULTANT and which are necessary
for the fulfillment of this agreement, including reproducible copies of original
drawings estimates, specifications, field notes, and data are and remain in the
property of the CLIENT. In the event the CLIENT uses said documents on any
projects not covered in this contract, it shall indemnify and save harmless
CONSULTANT from all damages, including legal fees and costs, resulting from
the reuse of said documents.
10.2 This Agreement may be terminated by either party with or without cause by thirty
(30) days written notice to the other party. In the event of any termination, the
CONSULTANT will be paid for all services rendered and reimbursable expenses
incurred to date of termination. The CLIENT will receive all work product
performed, in whatever manner, as of the date of termination.
10.3 The CLIENT and CONSULTANT each is hereby bound and the partners,
successors, executors, administrators, and legal representatives of the CLIENT
and CONSUL T ANT are hereby bound to the other party of this Agreement and to
the partners, successors, executors, administrators, and legal representative
(and said assigns) of such other party, in respect of all covenants, agreements,
and obligations of this agreement.
10.4 The CONSULTANT shall not assign, sublet or transfer any rights under or
interest in (including, but without limitations, moneys that may become due or
moneys that are due) this agreement or subsequent Work Assignment without
the written consent of the CLIENT, except to the extent that any assignment,
subletting, or transfer is mandated by law or the effect of this limitation may be
restricted by law. Unless specifically stated to the contrary in any written consent
to any assignment, no assignment will release or discharge the assignor from
any duty or responsibility under this agreement.
10.5 Nothing under this agreement shall be construed to give any rights or benefits in
this agreement to anyone other than the CLIENT and CONSULTANT, and all
duties and responsibilities undertaken pursuant to this agreement will be for the
sole and exclusive benefit of the CLIENT and CONSULTANT and not for the
benefit of any other party.
10.6 Nothing in this agreement should be read as modifying the applicable statute of
limitations. The waiver of the breach of any obligation of this agreement does not
waive another breach of that or any other obligation.
10.7 No member, officer, or employee of the CLIENT during his tenure or for two
years hereafter shall have any interest, direct or indirect, in this contract or the
proceeds thereof. This aforegoing statement shall be inserted in any
subcontract.
10.8 The CONSULTANT 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 CLIENT may, in its discretion, terminate this agreement without
liability and may also, In its discretion, deduct from the agreement or purchase
price, or otherwise recover the full amount of any fee, commission, percentage,
gift, or consideration paid to the former County officer or employee.
10.9 This Agreement constitutes the entire agreement between CLIENT and
CONSULTANT and supersedes all prior written or oral understandings. This
agreement may only be amended, supplemented, modified, or canceled by a
written instrument duly executed by the Monroe County Board of County
Commissioners and the CONSULTANT, provided that the scope of services may
be modified by a written agreement executed by the County Administrator or his
designee and CONSULTANT, consistent with Section 10 of this agreement.
10.10 CONSULTANT warrants that it has not employed or retained any company or
person, other than a bona fide employee working solely for the CONSULTANT to
solicit or secure this agreement and that he has not paid or agreed to pay any
person, company, corporation, individual, or firm, other than a bona fide
employee working solely for the CONSULTANT any fee, commission,
percentage, gift, or any other consideration contingent upon or resulting from the
award or making of this agreement.
10.11 In the carrying out of this agreement, the CONSULTANT will not discriminate
against any employee or applicant for employment because of sex, race, creed,
color or national origin. In carrying out this agreement, the CONSULTANT will
take affirmative action to ensure that applicants are employed, and that
employees are treated during employment without regard to their sex, race,
creed, color, or national origin. Such action shall include but not be limited to, the
following: Upgrading, demotion or transfer; recruitment or recruitment
advertising; layoff of termination; rates of any or other forms of compensation;
and selection for training, including apprenticeship. The CONSULTANT agrees
to post in conspicuous places, available to employees and applicants for
employment, such notices as may be provided by the CLIENT setting forth the
provisions of this non-discrimination clause.
10.13 This agreement shall be governed by the Laws of the State of Florida. Venue for
any litigation arising under this agreement must be in Monroe County, Florida.
SECTION 11. INDEMNIFICATION
The CONSULTANT does hereby consent and agree to indemnify and hold harmless the
County, its Mayor, the Board of County Commissioners, appointed Boards and
Commissions, Officers, and the Employees, and any other agents, individually and
collectively, from all fines, suits, claims, demands, actions, costs, obligations, attorneys
fees, or liability of any kind arising out of the sole negligent actions of the
CONSULTANT or substantial and unnecessary delay caused by the willful
nonperformance of the CONSULTANT and shall be solely responsible and
answerable for any and all accidents or injuries to persons or property arising out of its
performance of this contract. The amount and type of insurance coverage requirements
set forth hereunder shall in no way be construed as limiting the scope of indemnity set
forth in this paragraph. The CLIENT does hereby covenant and agree to indemnify and
save harmless the CONSULTANT from any fines, suits, claims, demands, actions,
costs obligations, attorney fees, or liability of any kind resulting from a negligent act or
omission by the County, it's Mayor, the Board of County Commissioners, appointed
Boards and Commissions, Officers, and Employees, individually and collectively under
the provisions and up to the limits of liability as stated in section 768.28 F.S. Further the
CONSULTANT agrees to defend and pay all legal costs attendant to acts attributable to
the sole negligent act of the CONSULTANT.
At all times and for all purposes hereunder, the CONSULTANT is an independent
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 CONSULTANT 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
CONSULTANT shall provide independent, professional judgment and comply with all
federal, state, and local statutes, ordinances, rules and regulations applicable to the
services to be provided.
The CONSULTANT 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 CONSULTANT and any damage incurred by the CLIENT as a result
of additional costs caused by such errors shall be chargeable to the CONSULTANT.
This provision shall not apply to any maps, official records, contracts, or other data that
may be provided by the County or other public or semi-public agencies.
The CONSULTANT agrees that no charges or claims for damages shall be made by it
for any delays or hindrances attributable to the CLIENT during the progress of any
portion of the services specified in this contract. Such delays or hindrances, if any, shall
be compensated for by the County by an extension of time for a reasonable period for
the CONSULTANT to complete the work schedule. Such an agreement shall be made
between the parties.
SECTION 12. INSURANCE POLICIES
The CONSULTANT shall procure and maintain the insurance required in Exhibit "C".
Exhibit "C" is attached and made a part of this agreement.
~
(CORPORATE SEAL)
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Senior Manager 'lj
these presents to be
BOARD OF COUNTY COMMISSIONERS
O:yMONROE CO~TY' FLORIDA
Mayor/Chairman
Maximus
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EXHIBIT "A"
SCOPE OF SERVICES
Task 1-
Identify Key Issues and Trends Impactina the Growth Manaaement
Division.
To realistically evaluate the Growth Management Division, it is important to
develop an understanding of the key issues which impact and shape service
requirements. To develop this perspective, Consultant will conduct a series of initial
interviews with the County Administrator, Growth Management Division head, and
members of boards and commissions to identify the key factors impacting the Division's
operations. Specific issues receiving emphasis by the project team will include the
following:
· Basic service delivery goals and objectives.
· Identification of key problems impacting service delivery in the County,
including the distribution of the service area, special code requirements,
etc.
· Documenting key trends in Monroe County.
These initial interviews will provide an opportunity to identify and isolate factors
and constraints which impact current or near-term operations of the Growth
Management Division.
During the course of the project, Consultant will interview all members of the
Board of County Commissioners and the County's Planning and Zoning Commission.
Task 2 --
Develop a Detailed Profile of the Division's Operations.
To develop detailed understanding of the Division's organization and operations,
the following basic work steps will be accomplished:
.
Review existing land use regulations, ordinances, plans and policy
documents, to gain a general understanding of the processing steps and
the parties involved in each step.
.
Documenting board roles and activities including meeting frequency,
workload and content of issues.
.
Interview all staff of the Division focusing on such issues as:
Basic work responsibilities.
Basic workload and allocation of available time by major task and
work responsibility.
Documenting individual's attitudes towi::.trd key strengths and
weaknesses of the existing organization. This would include its
ability to handle current and expected future workload.
· Develop a detailed description of service demand and workload trends
faced by the Division over the past five years.
· Document current performance targets related to turnaround times for
building applications.
· Document major management systems available to support operations
within the Division including:
Work planning and control.
Automated information systems.
Word processing systems.
Filing systems.
· Document staffing and expenditure trends for the Division for the past
several years.
Once these initial data collection activities have been completed, we will prepare
a profile describing the Division's operations.
Task 3 --
Document User Attitudes Toward the Current Scope and Quality of
Growth Manaaement Division Service.
In a study of this nature, we feel that it is critical that an attempt be made to
develop an understanding of the attitudes of users towards the quality and scope of
services provided by the Growth Management Division. To develop this understanding,
Consultant will undertake a multi-faceted questionnaire to provide the opportunity for
user input regarding the services provided by the Growth Management Division. This
questionnaire would focus on such issues as the following:
.
The responsiveness and helpfulness of the staff in the Growth
Management Division.
.
The completeness and accuracy of permit review accomplished by the
Growth Management Division.
.
Whether the turnaround time for application processing is acceptable.
.
How practical Division staff are in applying County land use policies and
procedures.
.
Whether Division staff are knowledgeable and make few mistakes in
reviewing plans and applications.
· Whether Division staff are thorough in explaining what developers,
builders, and other public applicants are to do to correct problems on their
plans to achieve approval.
Consultant distribute this confidential questionnaire to applicants who have dealt
with the Division within the last 12 months. Once questionnaires have been completed
and returned. the questionnaire responses will be tallied and evaluated by Consultant to
identify major response patterns and resulting issues.
At the option of the County, Consultant will also conduct one focus group of
selected builders and developers to review the County's permit process.
Task 4 - Benchmark Monroe County's BuildinG Inspection Processes and
Practices in a Comparative Survey and AGainst Industry Best
ManaGement Practices.
The purpose of this fourth task is to evaluate the Monroe County development
review processes in the context of performance and management practices in two ways
- (1) against industry 'best practices' and (2) in comparison to agencies with similar
operating constraints in Florida and elsewhere in the United States. This step will
consist of the following components:
· Select and refine a set of benchmark measures for use in evaluating
commercial development review practices compared to other jurisdictions
and agencies. These could include such measures as the following:
Plan check turnaround times by size of construction or
improvement.
Inspection / inspection request turnaround times.
Staffing compared to various indices - construction value, number
of plans/applications submitted, number of inspections, etc.
Costs of service compared to various indices - construction value,
number of plans/applications submitted. number of inspections, etc.
.
Develop a proposed set of comparison jurisdictions. This may include
several counties in the State of Florida (e.g., Lee County) as well as
jurisdictions outside of the State (e.g., Beaufort County, South Carolina).
The tie would be to compare services in other coastal communities which
are growing and target high service levels. The project team would first
propose a set of comparative agencies and review these with the project
steering committee.
.
Consultant's analysis should also consist of its assessment of productivity and
efficiency against "best practices" which go beyond basic comparative results
and practices.
· Once practices and measure have been documented, Consultant will
compare them to results of Task 3 and to the extent they exist, identify
major deviations between Monroe County and the benchmark universe.
Once the benchmarking results have been completely analyzed, they will be
summarized in the form of a detailed issue list which will highlight potential issues and
improvement opportunities.
Task 5 -
Evaluate Permit Application. Review and Approval Procea.es.
Consultant will evaluate the land use application, review, and approval process to
identify opportunities to streamline and more proactively manage the process. This
evaluation would also assess methods of staff utilization and calendar time required to
process applications. We would evaluate:
· Current application processing methods, and procedures utilized by the
Division including:
Work assignments/job responsibilities.
Structure and content of each of the major permit application,
review and approval processes. This would involve those steps
which comprise each process, points in the process where
application review requires input or coordination with other
Divisions, etc.
Processing performance (elapsed time from application to decision~
making) for major types of land use applications.
Application forms and other documents.
Case file organization and content; determine the extent to which
checklists have been developed.
Specific constraints in policy procedures and ordinance framework
which have direct impact on the structure, requirements, and day~
to~day conduct of the land use application, review, and approval
process.
· The extent to which scheduling systems are utilized to monitor the
progress of individual applications to document "turnaround" times, length
of average processing cycles, and the like.
This analysis of zoning and building policies, procedures and processes needs to
be conducted with some care to reflect the unique nature of the County and its
character.
Task 6 - Evaluate and Identify Opportunities for Improving Operations
and Services of the Growth Management Division.
Consultant's approaches and methodologies to evaluate staff activities and
services will also include the following:
.
Analvsis of work planning and scheduling methods. Through
interviews with Growth Management Division staff, as well as through
examination of logs, daily schedules, and the like, Consultant will analyze
how work is planned and scheduled. Identification of work scheduling and
planning issues will complement findings identified in the earlier work
tasks, and will be a key component of our analysis of staff utilization.
· Identification of the efficiency with which Growth Manaaement
Division staff are utilized. To identify the utilization and productivity of
Growth Management Division staff, Consultant will employ a number of
techniques including "riding along" with inspectors to get a sense of the
workload and work practices; utilization of logs maintained to document
workload on an annual basis; employment of building Inspection workload
standards; as well as comparisons to other communities with similar
workloads and service philosophies.
· Evaluation of adequacy of maior work practices will focus on the
identification of opportunities to streamline Growth Management Division
work practices to increase utilization levels and/or reduce staffing
requirements. Through the analysis Of major work practices, Consultant
wm seek to determine:
What ways exist to reduce travel time and non-productive staff
usage?
Should the frequency and number of inspections be eliminated or
reduced (e.g., daily inspection of large construction jobs)?
Do "big" jobs require daily Inspection?
Can the use of part-time inspection staff for inspection of facilities
be increased, and can the extent of utilization of full-time staff be
reduced to reflect the seasonal nature of inspection work? The
analysis would also address methods to assure the quality and
consistency of inspections by part-time staff and their availability.
· Evaluation of the plan checkina process will address steps which could
be taken to more proactively manage or streamline this process. This
would include an evaluation of:
Job responsibilities of staff assigned to plan checking.
The structure and content of the building permit plan checking
process. This would involve plan checking steps, points in the
process where application review requires input or coordination
with other functions, and the like.
Processing performance (elapsed time from application to decision-
making) for the building permit plan check process.
Review of application forms and other documents.
Methods utilized to assign. schedule. and monitor workload and
processing time for plan checking.
Case file organization and content, and the extent to which
checklists have been developed.
The results of this and the previous task analysis will be summarized in the final
report.
Task 7--
Evalua~ Opportunities to Improve Communication with the Public
and Applicants.
This task would focus on resolutions of two issues: (1) adequacy of
communication with applicants (e.g., requirements for an application to be deemed
complete); and (2) adequacy of communication within the County organization as it
concerns building permit issues. In completing this task, a number of analytical
techniques will be utilized including the following:
· Review counter handout materials utilized by the Division to determine
their usefulness and understandability.
· Compare these handouts to others utilized by other municipalities to
contrast the type and extent of information provided.
· Document the extent of use of pre-application conferences to
communicate requirements to applicants.
· Analyze how plans and permit applications, once received, are circulated
to other Divisions in the County for review and comment. Identify
opportunities for better coordinating this process.
The results of this task will be reviewed with the Growth Management Division
and County Administrator and summarized in the final report.
Task 8 -
Document Recommendations in a Final Report and Provide a Plan of
!m2lementation.
Once the organizational and operational evaluations required to address all
identified issues have been resolved, Consultant will document the findings and
recommendations in a final project report. This report will include:
.
.
.
.
A detailed evaluation of the Division including its organizational structure
and levels of staffing.
Improvement opportunities in work planning and control approaches and
major management systems.
Identification and evaluation of key service levels including the gaps
between target and actual service levels. The analysis will include
definition of the relationship between staff utilization and these service
levels and explanation of enhancement opportunities.
A specific implementation plan covering all recommended improvements
consisting of:
Specific implementation work steps.
Suggested responsibility for implementation.
Timing for accomplishing each work step.
Cost impact of each recommended improvement.
Consultant review the draft report with the Growth Management Division and the
County Administrator. Based on the results of that reviewj clarifications and additional
analysis will be provided as appropriate.
EXHIBIT "B"
COMPENSATION SCHEDULE
Task Amoun~ (~
1. Initial Interviews $3,750.00
2. Profile of Operations $7,500.00
3. Survey Applicants $4,250.00
4. Benchmark Survey $2,600.00
5. Permit Processing $5,250.00
6. Department Operations $5,750.00
7. Customer Services $5,200.00
8. Final Report $5,200.00
Project Total $39,750
EXHIBIT "C"
RISK MANAGEMENT
POLICY AND PROCEDURES
CONTRACT ADMINISTRATION
MANUAL
General Insurance Requirements
for
Other Contractors and Subcontractors
As a pre-requisite of the work governed, or the goods supplied under this contract
(including the pre-staging of personnel and material), the Contractor shall obtain, at
hislher own expense, insurance as specified in any attached schedules, which are
made part of this contract. The Contractor will ensure that the insurance obtained will
extend protection to all Subcontractors engaged by the Contractor. As an alternative,
the Contractor may require all Subcontractors to obtain insurance consistent with the
attached schedules.
The Contractor will not be permitted to commence work governed by this contract
(including pre-staging of personnel and material) until satisfactory evidence of the
required insurance has been furnished to the County as specified below. Delays in the
commencement of work, resulting from the failure of the Contractor to provide
satisfactory evidence of the required insurance, shall not extend deadlines specified in
this contract and any penalties and failure to perform assessments shall be imposed as
if the work commenced on the specified date and time, except for the Contractor's
failure to provide satisfactory evidence.
The Contractor shall maintain the required insurance throughout the entire term of this
contract and any extensions specified in the attached schedules. Failure to comply with
this provision may result in the immediate suspension of all work until the required
insurance has been reinstated or replaced. Delays in the completion of work resulting
from the failure of the Contractor to maintain the required insurance shall not extend
deadlines specified in this contract and any penalties and failure to perform
assessments shall be imposed as if the work had not been suspended, except for the
Contractor's failure to maintain the required insurance.
The Contractor shall provide, to the County, as satisfactory evidence of the required
insurance, either:
. Certificate of Insurance
Or
· A Certified copy of the actual insurance policy.
The County, at its sole option, has the right to request a certified copy of any or all
insurance policies required by this contract.
All insurance policies must specify that they are not subject to cancellation, non-
renewal, material change, or reduction in coverage unless a minimum of thirty (30) days
prior notification is given to the County by the insurer.
The acceptance and/or approval of the Contractor's insurance shall not be construed as
relieving the Contractor from any liability or obligation assumed under this contract or
imposed by law. The Monroe County Board of County Commissioners, its employees
and officials will be included as "Additional Insured" on all policies, except for Workers'
Compensation.
Any deviations from this General Insurance Requirements must be requested in writing
on the County prepared form entitled "Request for Waiver of Insurance
Requirements" and approved by Monroe County Risk Management.
2
PROFESSIONAL LIABILITY
INSURANCE REQUIREMENTS
FOR
CONTRACT
BETWEEN
MONROE COUNTY, FLORIDA
AND
MAXIMUS, Inc.
Recognizing that the work governed by this contract involves the furnishing of advice or
services of a professional nature, the Contractor shall purchase and maintain,
throughout the life of the contract, Professional Liability Insurance which will respond to
damages resulting from any claim arising out of the performance of professional
services or any error or omission of the Contractor arising out of work governed by this
contract.
The minimum limits of liability shall be:
$250,000 per Occurrence/$$500,000 Aggregate
INSURANCE REQUIREMENTS
FOR
CONTRACT
BETWEEN
MONROE COUNTY, FLORIDA
AND
MAXIMUS, Inc.
Prior to the commencement of work governed by this contract, the Contractor shall
obtain General Liability Insurance. Coverage shall be maintained throughout the life of
the contract and include, as a minimum:
. Premises Operations
. Bodily Injury Liability
. Expanded Definition of Property Damage
The minimum limits acceptable shall be:
$500,000 Combined Single Limit (CSL)
If split limits are provided, the minimum limits acceptable shall be:
$250,000 per Person
$500,000 per Occurrence
$ 50,000 Property Damage
An Occurrence Form policy is preferred. If coverage is provided on a Claims Made
policy, its provisions should include coverage for claims filed on or after the effective
date of this contract. In addition, the period for which claims may be reported should
extend for a minimum of twelve (12) months following the acceptance of work by the
County .
The Monroe County Board of County Commissioners shall be named as Additional
Insured on all policies issued to satisfy the above requirements.
VEHICLE LIABILITY
INSURANCE REQUIREMENTS
FOR
CONTRACT
BETWEEN
MONROE COUNTY, FLORIDA
AND
MAXIM US, Inc.
Recognizing that the work governed by this contract requires the use of vehicles, the
Contractor, prior to the commencement of work, shall obtain Vehicle liability Insurance.
Coverage shall be maintained throughout the life of the contract and include, as a
minimum, liability coverage for:
. Owned, Non-Owned, and Hired Vehicles
The minimum limits acceptable shall be:
$300,000 Combined Single Limit (CSL)
If split limits are provided, the minimum limits acceptable shall be:
$100,000 per Person
$300,000 per Occurrence
$ 50,000 Property Damage
The Monroe County Board of County Commissioners shall be named as Additional
Insured on all policies issued to satisfy the above requirements.
WORKERS' COMPENSATION
INSURANCE REQUIREMENTS
FOR
CONTRACT
BETWEEN
MONROE COUNTY, FLORIDA
AND
MAXIMUS, Inc.
Prior to the commencement of work governed by this contract, the Contractor shall
obtain Workers' Compensation Insurance with limits sufficient to respond to the
applicable state statues.
In addition, the Contractor shall obtain Employers' Liability Insurance with limits of not
less than:
$500,000 Bodily Injury by Accident
$500,000 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.
Coverage shall be provided by a company or companies authorized to transact
business in the state of Florida.
If the Contractor has been approved by the Florida's Department of Labor, as an
authorized self-insurer, the County shall recognize and honor the Contractor's status.
The Contractor may be required to submit a Letter of Authorization issued by the
Department of Labor and a Certificate of Insurance, providing details on the
Contractor's Excess Insurance Program.
If the Contractor participates in a self-insurance fund, a Certificate of Insurance will be
required. In addition, the Contractor may be required to submit updated financial
statements from the fund upon request from the County.