RESOLUTION 90-19881 RESOLUTION NO. 90-19881
A RESOLUTION OF THE CITY COMMISSION OF THE
CITY OF MIAMI BEACH, FLORIDA, AUTHORIZING THE
MAYOR AND THE CITY CLERK TO EXECUTE THE
AGREEMENT BETWEEN THE CITY OF MIAMI BEACH AND
THE UNITED STATES CONFERENCE OF MAYORS AND TO
EXECUTE SUCH OTHER AGREEMENTS AND DOCUMENTS AS
NECESSARY TO IMPLEMENT THE PROGRAM.
WHEREAS, in Ordinance No. 83-2398, the City of Miami Beach
(the "City") has previously established a Deferred Compensation
Plan to be made available to all eligible City employees, elected
officials, and independent contractors pursuant to Federal
legislation permitting such Plans; and,
WHEREAS, the City issued RFP No. 165-88/93 on July 6, 1989
calling for a deferred compensation provider with professional
administrator services; and,
WHEREAS, the United States Conference of Mayors responded to
the RFP with a proposal submitted on its behalf by the Public
Employees Benefit Services Corporation; and,
WHEREAS, the attached Agreement provides that The United
States Conference of Mayors, as Plan Administrator, shall hold
harmless and indemnify the City, its appointed and elected officers
and participating employees from any loss resulting from The United
States Conference of Mayors or its Agent' s failure to perform its
duties and services pursuant to the Agreement and Deferred
Compensation Plan; and,
WHEREAS, the attached Agreement has been recommended by the
City Manager and form approved by the City Attorney.
NOW, THEREFORE, BE IT DULY RESOLVED BY THE CITY COMMISSION OF
THE CITY OF MIAMI BEACH, FLORIDA, as follows: The Mayor and the
City Clerk are hereby authorized to execute the attached Agreement
between The United States Conference of Mayors and the City of
Miami Beach and to execute all other necessary documents and
contracts to implement the program.
PASSED and ADOPTED this 17th day of January , 1990 .
Vice-Mayor
Attest: --::)
CityZSLetA;4JjA: itviA*ZCLadke(C-stitvAl'eN
Clerk
f
Form Approved
Legal Department
Y•
Date: /0a
EC: lcd
Attachment
♦ Maw"
Eead
-M� ar-, FLORIDA 3 3 1 3 9
* INCORP,ORATEDI*: "VA CA TIONL A ND U. S. A.
`CAH 26
OFFICE OF THE CITY MANAGER CITY HALL
ROB W.PARKINS 1700 CONVENTION CENTER DRIVE
CITY MANAGER TELEPHONE: 673-7010
COMMISSION MEMORANDUM NO. 14 c?O
DATE: January 17 , 1990
TO: Mayor Alex Daou• .
Members of t - ity Comm' sio
J
FROM: Rob W. Par' *nsATI
,
City Manager ..(
rati•
SUBJECT: APPROVAL OF THE DEFERRED COMPENSATION AGREEMENT FOR CITY
OF MIAMI BEACH EMPLOYEES WITH THE UNITED STATES
CONFERENCE OF MAYORS (PEBSCO)
As a result of proposals submitted in response to RFP 165-
88/93 , the City Commission at its December 6, 1989 meeting
authorized the Administration to negotiate an Agreement with The
United States Conference of Mayors (PEBSCO) .
The Agreement entered into provided that City of Miami Beach
Ordinance No. 83-2398 establishing a Deferred Compensation Plan,
adopted by the City of Miami Beach Commission on December 21, 1983 ,
will be adhered to and provide all City employees the necessary
protection provided therein.
ADMINISTRATION RECOMMENDATION
It is the recommendation of the Administration, that the City
Commission authorize the Mayor and the City Clerk to execute the
attached Agreement between the City of Miami Beach and The United
States Conference of Mayors (PEBSCO) and to execute all other
necessary agreements and documents to implement the Program.
RWP:EC: lcd
Attachment
I
--
AGENDA
ITEM �.
DATE [
AGREEMENT
THIS AGREEMENT, made and entered into this 24th day of
January , 1990, by and between THE UNITED STATES CONFERENCE OF
MAYORS, a Illinois corporation, with its principal place of
business located at 1620 "I" Street, N.W. , Washington, D.C. 20006,
and (hereinafter referred to as ”Administrator“) and the CITY OF
MIAMI BEACH, a political subdivision of the State of Florida
(hereinafter referred to as "Employer”).
WHEREAS, in Ordinance No. 83-2398 , the City has previously
established a Deferred Compensation Plan (the "Deferred
Compensation Plan") ; and,
WHEREAS, the Administrator represents itself to be experienced
and qualified to counsel, advise, and implement the Deferred
Compensation Plan; and,
WHEREAS, the Administrator is capable of providing the
Employer with the administrative, marketing and service features
for the Deferred Compensation Plan; and,
WHEREAS, the Employer desires to engage the Administrator as
a non-exclusive administrative contractor for the Deferred
Compensation Plan and the Administrator desires to provide said
services.
NOW, THEREFORE, the parties to this Agreement, intending to
be legally bound, and in consideration of the mutual covenants,
provisions and warranties contained in this Agreement, do now agree
as follows:
A. Appointment. The Employer hereby appoints the
Administrator as a non-exclusive administrative contractor for the
Deferred Compensation Plan during the term of this Agreement. In
discharging its duties under this Agreement, the Administrator
shall act as trustee and assume all the fiduciary responsibilities
of a trustee.
B. Administrator Responsibilities. The Administrator
agrees at its expense to do the following, subject to the approval
of the Employer:
1. Prepare a written Joinder Agreement;
1
2 . Establish and maintain rules for the administration
of the Deferred Compensation Plan;
3 . Coordinate the marketing and servicing activities
provided in this Agreement;
4 . Prepare and distribute an informational booklet or
brochure to be furnished to all employees explaining and promoting
the Deferred Compensation Plan;
5. Provide an adequate number of licensed and trained
representatives to explain and then enroll employees who desire to
participate in the Deferred Compensation Plan;
6. Cause contributions of employees participating in
the Deferred Compensation Plan to be invested in accordance with
the Joinder Agreement between the Administrator and employee;
7 . Maintain adequate service and representatives '
capabilities to handle the day-to-day requests of participating
employees;
8 . Furnish each participating employee an itemized
statement of account on a calendar quarter basis;
9. Furnish the Employer with a detailed accounting as
to the Deferred Compensation Plan on a calendar quarter basis, that
identifies clearly all costs to employee, total contributions as
well as quarterly, total yield as well as quarterly.
C. Employer Responsibilities. The Employer agrees at its
expense to:
1. Assist the Administrator in the development,
implementation and maintenance of the Deferred Compensation Plan;
2 . Arrange for representatives of Administrator to
conduct orientation meetings with City employees;
3 . Disseminate from time to time such promotional
material as may be provided by Administrator for employee
distribution.
4 . Make payroll deductions from participating
employees ' compensation as agreed upon and deliver same to
companies investing the deductions in investment contracts selected
by the Employee;
2
5. Timely provide such information and approvals as
required by the Administrator, upon its written request, for the
maintenance and promotion of the Deferred Compensation Plan;
6. , Name a City official to act as contact for the
Administrator on behalf of the City.
7. Forward to the Administrator, in a manner agreed
upon by the parties, the deductions applied to the Deferred
Compensation Plan, The United States Conference of Mayors, Deferred
Compensation Account, 0938 , 1620 "I" Street, N.W. ,
Washington, D.C. 20006 and/or to such other accounts and/or
addresses as the Administrator may select by giving the City
Manager written notice of such addresses.
D. Compensation. The Administrator shall not receive or be
entitled to any remuneration from the Employer for performing the
services required by this Agreement.
E. Confidentiality. The Administrator shall not sell,
bargain, convey, exhibit or otherwise abuse the employee list of
the Employer which is, and shall hereafter remain, the proprietary
and confidential property of the Employer, to the extent allowed
by law.
F. Term. The term of this Agreement shall be one (1) year
from date hereof. Employer agrees to provide thirty (30) days '
notice to Administrator of unsatisfactory and/or nonconforming
performance hereunder. Administrator shall, thereafter, be
afforded sixty (60) days within which to cure and/or remedy
performance. This Agreement shall automatically terminate upon the
failure of the Administrator to effect fully satisfactory
performance within sixty (60) days of receipt of such notice. This
Agreement may be renewed for successive one-year (1) periods, at
the sole discretion of the City Commission, thereafter if written
notice is provided by the Employer to the Administrator at least
ninety (90) days prior to the end of the initial term or at any
time thereafter. The Administrator agrees to abide by the City
Commission' s decision regarding any renewal of this Agreement.
3
G. Indemnification. Administrator agrees to indemnify and
hold harmless the Employer, and its individual officers, employees
and appropriate officials from any loss, claim, suit, demand, cause
of action, or controversy arising from the Administrator or its
agents ' (including but not limited to Public Employees Benefit
Services Corporation) failure to perform its duties and services
pursuant to this Agreement, whether it be in contract or in tort,
in law or in equity. The Administrator agrees to defend at its
sole cost and expense on behalf of the Employer any and all claims,
suits, actions, or controversies arising by virtue of this
Agreement. The Administrator will pay all judgments including
interest, costs and attorneys ' fees adjudicated or issued against
the Employer.
H. Notices. All notices, consents, approvals or other
communications hereunder shall be in writing and duly provided if
delivered personally or sent certified mail, return receipt
requested, to the following addresses stated herein:
As to the Employer: City Manager
City of Miami Beach
1700 Convention Center Drive
Miami Beach, Florida 33139
As to the Administrator: The United States Conference of
Mayors
1620 "I" Street, N.W.
Washington, D.C. 20006
I. Insurance. The Administrator must provide proof of
insurance to the City prior to the commencement of this contract.
The Administrator agrees to maintain the following required
insurance coverages in full effect throughout the duration of this
contract. The administrator, as satisfaction of the requirements,
will submit original certificates of insurance to the City of Miami
Beach Risk Manager for approval . Additionally, renewal
certificates will be forwarded to the City for any successive year
the Administrator' s services are provided.
The required coverages are:
1) Professional Liability in the amount of $1, 000, 000 per
occurrence, written on an occurrence basis. If the
4
policy is a claims-made type, the policy must have an
extended reporting period of no less than four (4) years.
A certified copy of the policy must be provided to the
City.
2) Crime/Fidelity/Employee Dishonesty Bond in the amount of
$1, 000, 000 to cover loss of plan funds due to theft,
disappearance or dishonesty by the Administrator's
employees.
All insurance policies and bonds are to be issued by companies
licensed and authorized to do business in the State of Florida and
having a rating of at least B+VI per Best' s Rating Guide, latest
edition.
All policies are to contain first dollar coverage. Any
alternate insurance coverage will be subject to the prior approval
of the City of Miami Beach Risk Manager.
J. Amendment. This Agreement may be amended in writing from
time to time by the mutual consent of the parties, which amendment
shall be attached hereto and made a part of this Agreement. Any
amendment to this Agreement shall require the same formalities as
were used for its adoption.
K. Governing Law. This Agreement shall be governed by and
construed according to the laws of the State of Florida. The
Administrator shall comply with all applicable Federal, State of
Florida, Dade County and City of Miami Beach laws, rules and
regulations pertaining to deferred compensation, including, without
limitation, City of Miami Beach Ordinance No. 83-2398 , as may be
amended from time to time.
L. Venue. Any legal proceedings arising by virtue of this
Agreement shall be in Dade County, Florida.
M. Assignments Prohibited. The Administrator shall not
assign, sell , pledge, convey or otherwise transfer its interest
pursuant to this Agreement, or delegate or assign any of its duties
and/or responsibilities under this Agreement, unless previously
authorized by the City Commission. The City hereby agrees to the
designation of Public Employees Benefit Services Corporation to act
5
.
as Administrator' s agent in fulfilling certain of the
administrative and marketing aspects of this Agreement. The City
is relying on the reputation and integrity of the Administrator in
entering into this Agreement and will be insecure in the event of
any assignment without the City' s consent.
N. City Manager. The City Manager shall be the
administrator and manager of the Employer' s responsibilities and
procedures which will arise by virtue of this Agreement. The City
Manager, in his professional discretion, may designate assistant
administrators and/or managers of the Deferred Compensation Plan
adopted by the Employer herein. Any matter pertaining to this
Agreement which is not expressly set forth herein shall be with the
reasonable discretion of the City Manager.
0. Termination. In addition to the termination for cause
provided for in paragraph F herein, the City shall have the right
to terminate this Agreement at the sole convenience of the City,
upon thirty (30) days written notice to Administrator.
P. Entire Agreement. This Agreement shall constitute the
entire Agreement of the parties.
Q. Representations of Administrator. The Administrator
hereby represents and warrants that all of the information provided
to the City in response to RFP No. 165-88/93 is true and correct.
Administrator hereby further warrants and represents that all
materials provided to City for dissemination to employees, and all
verbal presentations to employees shall be true and correct in all
material aspects and not misleading in any material way.
Administrator understands and agrees that the City is relying on
the truth of the foregoing representations in entering into the
Agreement.
6
IN WITNESS WHEREOF, the parties hereby execute this Agreement
as of the date and the year first written above.
ADMINISTRATOR:
The United States Conference of
Mayors
By VW, 444
Execut ve Director
Attest:
cret ry "/'
EMPLOYER:
CITY OF MIAMI BEACH
By
Vice-Mayor
Attest:
EQcL .bt�Clcc.v1 ice'�zwY,
.i>1),61City Clerk
FORM APPROVED
LEGAL DEPARTMENT
By 34.e--1 ?,ace..e,
Date: /,��f•
EC:lcd
7
ORIGINAL
RESOLUTION NO. 90-19881
Authorizing the Mayor and the City Clerk
to execute the agreement between the
C.M.R. and the United States Conference
of Mayors and to execute such other agree-
ments and documents as necessary to im-
plement the program.