Voluntary Benefits Program PROFESSIONAL SERVICES AGREEMENT
BETWEEN THE CITY OF MIAMI BEACH, FLORIDA
AND THE COMPREHENSIVE COMPANIES
FOR THE ADMINSTRATION OF A VOLUNTARY BENEFITS PROGRAM FOR
THE EMPLOYEES OF THE CITY OF MIAMI BEACH
THIS AGREEMENT made and entered into this / ~day o~/~-~~t~ , 2003,
by and between the CITY OF MIAMI BEACH, FLORIDA (hereinafter referred to as City),
having its principal offices at 1700 Convention Center Drive, Miami Beach, Florida, 33139 and
THE COMPREHENSIVE COMPANIES (hereinafter referred to as Consultant), whose
principal address is 2103 Coral Way, Suite 200, Miami, Fl. 33145.
SECTION 1
DEFINITIONS
Agreement:
City Manager:
Consultant:
Services:
Project:
Risk Manager:
This written Agreement between the City and Consultant.
The Chief Administrative Officer of the City.
For the purposes of this Agreement, Consultant shall be deemed to be an
independent contractor, and not an agent or employee of the City.
All services, work and actions by the Consultant performed pursuant to or
undertaken under this Agreement, as described in Section 2.
Enrollment of City of Miami Beach employees in voluntary benefit
programs.
The Risk Manager of the City, with offices at 1700 Convention Center
Drive, Third Floor, Miami Beach, Florida 33139, telephone number (305)
673-7000, Ext. 6435, and fax number (305) 673-7023.
SECTION 2
SCOPE OF WORK
The scope of work to be performed by Consultant is set forth in Exhibit A, entitled Scope of
Services.
SECTION 3
COMPENSATION
In consideration of the terms and conditions set forth herein, the City herein retains Consultant as
the City's broker for the purpose of making available the additional voluntary benefits for City
employees, as set forth in Exhibit A. There shall be no monetary compensation due fi:om City to
Consultant throughout the term of this Agreement.
SECTION 4
GENERAL PROVISIONS
4.1 RESPONSIBILITY OF THE CONSULTANT
4.1.1
Consultant shall exercise that degree of skill, care, efficiency and diligence
normally exercised by recognized professionals with respect to the perfomiance of
comparable Services.
4.1.2
The Consultant will provide ongoing education to City employees on any and all
available voluntary benefits to be offered, and the costs and provisions of said
benefit(s) programs.
4.1.3
In its performance of the Services, Consultant shall comply with all applicable
laws and ordinances, including but not limited to, applicable regulations of the
City, County, State, Federal Government, HIPAA, ADA, EEO Regulations and
Guidelines.
4.2 RESPONSIBILITY OF THE CITY
The City shall provide Consultant, for the sole purpose of providing the Services
contemplated in Section 2 above, with a roster of full-time City employees that includes name,
department, employee identification number, annual salary, date of hire, date of birth, and job
title. The City shall also make available areas for Consultant's enrollment representatives to meet
with employees.
4.3 PUBLIC ENTITY CRIMES
State of Florida Form PUR 7068, Sworn Statement under Section 287.133(3)(a) Florida
Statute on Public Entity Crimes shall be filed with the City's Procurement Division.
4.4 PROJECT MANAGEMENT
The Consultant shall appoint a qualified individual to serve as Project Manager for the
Services under this Agreement, and who shall serve as the primary contact with the City.
4.5 DURATION AND EXTENT OF AGREEMENT
The initial temi of this Agreement shall commence immediately upon execution of
this Agreement by the parties hereto (the Commencement Date), and shall run for a period
of two (2) years therefrom. Thereafter, the Agreement shall be automatically renewed on
the anniversary of the Commencement Date, for subsequent consecutive one (1) year
terms; unless otherwise terminated pursuant to Subsection 4.10 of the Agreement
4.6 TIME OF COMPLETION
Consultant shall agree to a completion date(s), to be determined by the City, that is
reasonably consistent with the appropriate duration of the Project(s), and with the term(s)
of this Agreement, as set forth in Section 4.5 above. Consultant herein agrees that the
Agreement and Consultant's Services to be provided herein, are intended to be provided
for the life of the Project.
4.7 OWNERSHIP OF DOCUMENTS AND EQUIPMENT
All information and documents prepared bythe Consultant, and/or received by the
Consultant (through the City and/or other sources) pursuant to this Agreement, are related
exclusively to the Services described herein, and are intended or represented for
ownership by the City. Any proposed re-use, distribution, dissemination, or transfer of
any information, whether gathered on discs or otherwise, and/or received pursuant to this
Agreement by Consultant, shall first be approved in writing by the City.
4.8 INDEMNIFICATION
Consultant agrees to indemnify and hold harmless the City of Miami Beach and its
officers, employees and agents, from and against any and all actions, claims, liabilities,
losses, and expenses, including, but not limited to, attorneys' fees, for personal, economic
or bodily injury, wrongful death, loss of or damage to property, at law or in equity, which
may arise or be alleged to have arisen fi:om the negligent acts, errors, omissions or other
wrongful conduct of the Consultant, its employees, agents, sub-consultants, or any other
person or entity acting under Consultant's control, in connection with the Consultant's
perfomiance of the Services pursuant to this Agreement; and to that extent, the Consultant
shall pay all such claims and losses and shall pay all such costs and judgments which may
issue from any lawsuit arising from such claims and losses, and shall pay all costs and
attorneys' fees expended by the City in the defense of such claims and losses, including
appeals. As specific consideration from the City to the Consultant for the Consultant's
Indemnity Agreement, City shall pay the amotmt of $10.00 to consultant upon execution
of this Agreement. Consultant acknowledges that further consideration for this
Agreement shall be City's grant for Consultant, pursuant to the terms and conditions
herein, to provide the services contemplated pursuant to this Agreement.
The Consultant's obligation under this Subsection shall not include the obligation
to indemnify the City of Miami Beach and its officers, employees and agents, from and
against any actions or claims which arise or are alleged to have arisen from negligent acts
or omissions or other wrongful conduct of the City and its officers, employees and agents.
The parties each agree to give the other party prompt notice of any claim coming to its
knowledge that in any way directly or indirectly affects the other party.
4.9 INSURANCE REQUIREMENTS
The Consultant shall not commence any work pursuant to this Agreement until ail
insurance required under this Subsection has been obtained and such insurance has been
approved by the City's Risk Manager. The Consultant shall maintain and carry in full
force during the term of this Agreement and throughout the duration of the work the
following insurance:
1. Professionai General Liability, in the amount of $1,000,000.00.
2. Workers Compensation & Employers Liability, as required pursuant to Florida statute.
All policies are subject to the following provisions:
All insurance must be fumished by insurance companies authorized to do business in the
State of Florida and approved by the City's Risk Manager. The City must be named as an
additional insured. Original certificates of insurance for the above mentioned coverages, or any
other form of insurance as may be required by the City, must be submitted to the City's Risk
Manager for approval prior to any Services commencing. These certificates will be kept on file
in the Office of the Risk Manager, 3rd Floor, City Hall. The Consultant is also responsible for
obtaining and submitting all insurance certificates for its consultants. Thirty (30) days written
notice of cancellation or substantial modification in the insurance coverage must be given to the
City's Risk Manager by the Consultant and its insurance company.
All insurance policies must be issued by companies authorized to do business under the
laws of the State of Florida. The companies must be rated no less than "B+" as to management
and not less than "Class VI" as to strength by the latest edition of Best's Insurance Guide,
published by A.M. Best Company, Oldwick, New Jersey, or its equivalent, subject to the
approval of the City's Risk Manager.
Unless directed by the City otherwise, the Consultant shall not commence the Services
until the City has received and approved, in writing, certificates of insurance showing that the
requirements of this Subsection (in its entirety) have been met and provided for.
Compliance with the foregoing requirements shall not relieve the Consultant of the
liabilities and obligations under this Subsection or under any other portion of this Agreement,
and the City shall have the right to obtain from the Consultant specimen copies of the insurance
policies in the event that submitted certificates of insurance are inadequate to ascertain
compliance with required coverage.
4.10 TERMINATION, SUSPENSION AND SANCTIONS
4.10.1 Termination for Cause
If the Consultant shall fail to fulfill in a timely manner, or otherwise violate any of the
covenants, agreements, or stipulations material to this Agreement, the City shail thereupon have
the right to terminate the Services then remaining to be performed. Prior to exercising its option
to temdnate for cause, the City shall notify the Consultant of its violation of the particular terms
of this Agreement and shall grant Consultant ten (10) days to cure such default. If such default
remains uncured after (10) days, the City, upon seven (7) days notice to Consultant, may
terminate this Agreement and the City shall be fully discharged from any and all liabilities,
duties and terms arising out of/or by virtue of this Agreement.
In that event, all finished and unfinished documents, data, studies, surveys, drawings,
maps, models, photographs, reports and other work products prepared by the Consultant and its
subcontractors shall be properly assembled and delivered to the City at the Consultant's sole cost
and expense.
Notwithstanding the above, the Consultant shall not be relieved of liability to the City
for damages sustained by the City by any breach of the Agreement by the Consultant. The City,
at its sole option and discretion, shall additionally be entitled to bring any and all legal/equitable
actions that it deems to be in its best interest in order to enforce the City's right and remedies
against the defaulting party. The City shall be entitled to recover all costs of such actions,
including reasonable attorney' s fees. To the extent allowed by law, the defaulting party waives
its right to jury trial and its right to bring permissive counter claims against the City in any such
action.
4.10.2 Termination for Convenience of Ci~,
THE CITY MAY, FOR ITS CONVENIENCE AND WITHOUT CAUSE,
TERMINATE THE SERVICES THEN REMAINING TO BE PERFORMED AT ANY
TIME DURING THE TERM HEREOF BY GIVING WRITTEN NOTICE TO
CONSULTANT OF SUCH TERMINATION, WHICH SHALL BECOME EFFECTIVE
FORTY-FIVE (45) DAYS FOLLOWING RECEIPT BY THE CONSULTANT OF THE
WRITTEN TERMINATION NOTICE. IN THE EVENT OF A TERMINATION FOR
CONVENIENCE PURSUANT TO THIS SUBSECTION, CITY SHALL HAVE NO
FURTHER LIABILITY TO CONSULTANT.
4.10.3 Termination for Insolvency
The City also reserves the right to terminate the remaining Services to be perfomxed in
the event the Consultant is placed either in voluntary or involuntary bankruptcy or makes an
assignment for the benefit of creditors. In such event, the right and obligations for the parties
shall be the same as provided for in Section 4.10.2.
4.10.4 Sanctions for Noncompliance with Nondiscrimination Provisions
In the event of the Consultant's noncompliance with the nondiscrimination provisions of
this Agreement, the City shall impose such sanctions as the City or the State of Florida may
determine to be appropriate, including but not limited to, withholding of payments to the
Consultant under the Agreement until the Consultant complies and/or cancellation, termination
or suspension of the Services. In the event the City cancels or terminates the Services pursuant
to this Subsection the rights and obligations of the parties shall be the same as provided in
Section 4.10.2.
4.11 AUDIT AND INSPECTIONS
At any time during normal business hours and as often as the City may deem necessary,
there shall be made available to the City and/or such representatives as the City may deem to act
on its behalf, to audit, examine and make audits of all contracts, invoices, materials, payrolls,
records of personnel, conditions of employment and other data relating to all matters covered by
this Agreement. Consultant shall maintain any and all records necessary to document
compliance with the provisions of this Agreement.
4.12 ACCESS TO RECORDS
Consultant agrees to allow access,during normal business hours,to all financial records
to the City and/or such authorized representatives as it may deem to act on its behalf, and agrees
to provide such assistance as may be necessary to facilitate financial audit by the City or its
representatives when deemed necessary to insure compliance with applicable accounting and
financial standards. Consultant shall allow access during normal business hours to all other
records, forms, files and documents which have been generated in perfomiance of this
Agreement, as allowable by law, to those personnel as may be designated by the City.
4.13 ASSIGNMENT~ TRANSFER OR SUBCONTRACTING
The Consultant shall not subcontract, assign, or transfer any work under this Agreement
without the prior written consent of the City.
4.14 SUB-CONSULTANTS
The Consultant shall be liable for the Consultant's services, responsibilities and
liabilities under this Agreement and the services, responsibilities and liabilities of sub-
consultants, and any other person or entity acting under the direction or controls of the
Consultant. When the term "Consultant" is used in this Agreement, it shall be deemed to
include any sub-consultants and any other person or entity acting under the direction or control
of Consultant. All sub-consultants must be approved in writing prior to their engagement by
Consultant.
4.15 EQUAL EMPLOYMENT OPPORTUNITY
In connection with the perfom~ance of this Agreement, the Consultant shall not
discriminate against any employee or applicant for employment because of race, color, religion,
ancestry, sex, age, national origin, place of birth, marital status, or physical handicap. The
Consultant shall take affirmative action to ensure that applicants are employed and that
employees are treated during their employment without regard to their race, color, religion,
ancestry, sex, age, national origin, place of birth, marital status, disability, or sexual orientation.
Such action shall include, but not be limited to the following: employment, upgrading,
demotion, or termination; recruitment or recruitment advertising; layoff or termination; rates of
pay, or other forms of compensation; and selection for training, including apprenticeship.
4.16 CONFLICT OF INTEREST
The Consultant agrees to adhere to and be governed by the Metropolitan Miami-Dade
County Conflict of Interest Ordinance (No. 72-82), as amended; and by the City of Miami Beach
Charter and Code, which are incorporated by reference herein as if fully set forth herein, in
connection with the Agreement conditions hereunder.
The Consultant covenants that it presently has no interest and shall not acquire any
interest, direct or indirectly which should conflict in any manner or degree with the perfomiance
of the Services. The Consultant further covenants that in the performance of this Agreement, no
person having any such interest shall knowingly be employed by the Consultant. No member of
or delegate to the Congress of the United States shall be admitted to any share or part of this
Agreement or to any benefits arising therefrom.
4.17 PATENT RIGHTS~ COPYRIGHTS~ CONFIDENTIAL FINDINGS
Any patentable results arising out of this Agreement, as well as all infom~ation, design
specifications, processes, data and findings, shall be made available to the City for public use.
No reports, other documents, articles or devices produced in whole or in part under this
Agreement shall be the subject of any application for copyright or patent by or on behalf of the
Consultant or its employees or subcontractors.
4.18 NOTICES
All communications relating to the day-to-day activities shall be exchanged between the
Project Manager appointed by Consultant and the Project Manager designated by the City. The
Consultant's Project Manager and the City's Project Manager shall be designated promptly upon
commencement of the Services.
All other notices and communications in writing required or permitted hereunder may be
delivered personally to the representatives of the Consultant and the City listed below or may be
mailed by registered mail, postage prepaid (or airmailed if addressed to an address outside of the
city of dispatch).
Until changed by notice in writing, all such notices and communications shall be
addressed as follows:
TO CONSULTANT: The Comprehensive Companies
Ronald G. Stone, President
2103 Coral Way, Suite 200
Miami, Fl. 33145
(305) 858-2260 Ext. 102
(305) 858-8124 fax
E-mail: ron(&~tccinsurance, com
TO CITY:
City of Miami Beach, Fl.
Mayra Diaz Buttacavoli, Director HR, Labor & Risk
Project Manager
1700 Convention Center Drive, 3rd Floor
Miami Beach, FL 33139
(305) 673-7000, Ext. 6469
(305) 673-7529 B Fax
Email: tcadderl¥(~_ ~miamibeachfl. gov
WITH COPIES TO: Office of the City Attorney
Arm: Murray H. Dubbin
City of Miami Beach, Fl.
1700 Convention Center Drive
Miami Beach, FL 33139
Notices hereunder shall be effective:
If delivered personally, on delivery; if mailed to an address in the city of dispatch, on the
day following the date mailed; and if mailed to an address outside the city of dispatch on the
seventh day following the date mailed.
4.19 LITIGATION JURISDICTION/VENUE
This Agreement shall be governed by and construed according to the laws of the State of
Florida. This Agreement shall be enforceable in Miami-Dade County, Florida, and if legal
action is necessary by either party with respect to the enforcement of any or all of the terms or
conditions herein, exclusive venue for the enforcement of same shall lie in Miami-Dade County,
Florida.
BY ENTERING INTO THE AGREEMENT, CITY AND CONSULTANT EXPRESSLY
WAIVE ANY RIGHTS EITHER PARTY MAY HAVE TO A TRIAL BY JURY OF ANY
CIVIL LITIGATION RELATED TO, OR RISING OUT OF, THIS AGREEMENT.
4.20 ENTIRETY OF AGREEMENT
This writing and the Services embody the entire Agreement and understanding between
the parties hereto, and there are no other agreements and understandings, oral or written with
reference to the subject matter hereof that are not merged herein and superseded hereby.
No alteration, change, or modification of the terms of this Agreement shall be valid unless
amended in writing, signed by both parties hereto, and approved by the City.
4.21 LIMITATION OF CITY'S LIABILITY
The City desires to enter into this Agreement only if in so doing the City can place a
limit on the City's liability for any cause of action for money damages due to an alleged breach
by the City of this Agreement, so that its liability for any such breach never exceeds the sum of
$5,000. Consultant hereby expresses its willingness to enter into this Agreement with
Consultant's recovery from the City for any damage action for breach of contract to be limited to
a maximum amount of $5,000.
Accordingly, and notwithstanding any other term or condition of this Agreement,
Consultant hereby agrees that the City shall not be liable to the Consultant for damages in an
amount in excess of $5,000 for any action or claim for breach of contract arising out of the
perfonnance or non-perfomxance of any obligations imposed upon the City by this Agreement.
Nothing contained in this paragraph or elsewhere in this Agreement is in any way intended to be
a waiver of the limitation placed upon the City's liability as set forth in Section 768.28, Florida
Statutes.
IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed
by their appropriate officials, as of the date first entered above.
FOR CITY:
ATTEST:
By:~~
City Clerk
CITY OF MIAMI BEACH, FLORIDA
/or
FOR CONSULTANT:
ATTEST:
THE
By:
Pre~
I~PREHENSIVE COMPANIES
a( t'''°'V' '
APPROVED AS TO
FORM & LANGUAGE
& FOR EXECUTION
EXHIBIT A
SCOPE OF SERVICES
FOR
VOLUNTARY BENEFITS PROVIDED THROUGH THE COMPREHENSIVE COMPANIES
Thc Comprehensive Companies (TCC) is a financial services organization specializing in the
marketing of Life, Health and Disability insurance products. TCC serves as independent general
agents for insurance companies who have been carefully selected.
As a result of City of Miami Beach Resolution No. 2003-25238 (attached), thc City has awarded
TCC as the provider of voluntary benefits for City of Miami Beach employees and they will offer,
communicate, enroll and administer voluntary benefits to full-time employees of the City of
Miami Beach with the premiums for these voluntary insurance benefits to be fully paid by the
employee through payroll deductions.
Examples of voluntary benefits that will be offered are: Universal Life Insurance; Disability
Insurance; Critical Illness Insurance; Cancer Insurance; and other programs as requested by the
City.
The communication and enrollment functions will be provided by TCC, and shall include the
presentation of, and opportunity for employees to purchase insurance products, which the City
will have reviewed and approved. TCC will hold individual enrollment meetings with employees
to ensure confidentiality.
Once the enrollment period is over, no further enrollments are allowed until the next enrollment
period. Enrollments for newly eligible employees will be conducted at least semi-annuaily, or as
frequently as the City of Miami Beach might require. There is no continuous enrollment.
TCC will be entitled to all commissions generated by the purchase of said insurance products, and
those anticipated commissions shall provide TCC with substantially all of its compensation for
the extensive costs of communicating and enrolling the program.
The Administration of the program will be provided by TCC. They will coordinate with the City's
accounting, payroll and data processing staffto assure minimum time in processing for the City's
staff.
The City will be responsible for collection of premiums on a bi-weekly basis. The premium is
remitted to the insurance company the following month, via TCC.
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