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PSA with McGriff, Seibels & Williams, Inc. 00161- 3010f PROFESSIONAL SERVICES AGREEMENT BETWEEN THE CITY OF MIAMI BEACH AND MCGRIFF, SEIBELS & WILLIAMS, INC. FOR INSURANCE BROKER OF RECORD, PURSUANT TO RFP 2019-048-WG /Arks This Professional Services Agreement (Agreement) is entered into this Z.. day of June-, 2019, between the CITY OF MIAMI BEACH, FLORIDA, a municipal corporation organized and existing under the laws of the State of Florida, having its principal offices at 1700 Convention Center Drive, Miami Beach, Florida, 33139 (the "City"), and MCGRIFF, SEIBELS & WILLIAMS, INC., an Alabama corporation, registered to do business in Florida, whose local , address is 400 N. Tampa St., Floor 23, Tampa, FL, 33602 ("Contractor"). SECTION 1 DEFINITIONS Agreement: This Agreement between the City and Contractor, including any exhibits and amendments thereto. City Manager: The chief administrative officer of the City. City Manager's Designee: The City staff member who is designated by the City Manager to administer this Agreement on behalf of the City. The City Manager's designee shall be the Risk Management.Division Director. Contractor: For the purposes of this Agreement, Contractor shall be deemed to be an independent contractor, and not an agent or employee of the City. Services: All services, work and actions by the Contractor performed or undertaken pursuant to the Agreement. Fee: - Amount paid to the Contractor as compensation for Services. Proposal Documents: Proposal Documents shall mean City of Miami Beach RFP No. 2019-048-WG for INSURANCE BROKER OF RECORD, together with all amendments thereto, issued by the City in contemplation of this Agreement, RFP, and the Contractor's proposal in response thereto ("Proposal"), all of which are hereby incorporated and made a part hereof;`provided, however, that in the event of an express conflict between the Proposal Documents and this Agreement, the following order of precedent shall prevail: this Agreement; the RFP; and the Proposal. 1 Risk Manager: 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 SERVICES 2.1 In consideration of the Fee to be paid to Contractor by the City, Contractor shall provide' the work and services described in Exhibit"A" hereto (the "Services"). Although Contractor may be provided with a schedule of the available hours to provide its Services, the City shall not control nor have the right to control the hours of the Services performed by,the Contractor; where the Services are performed (although the City will provide Contractor with the appropriate location to perform the Services); when the Services are performed, including how many days a week the Services are performed; how the Services are performed, or any other aspect of the actual manner and means of accomplishing the Services provided. Notwithstanding the foregoing, all Services provided by the Contractor shall be performed in accordance with the terms and conditions set forth in Exhibit "A" and to the reasonable satisfaction of the City Manager. If there are any questions regarding the Services to be performed, Contractor should contact the following person: Human Resources Department City of Miami Beach 1700 Convention Center Drive, Third Floor Miami Beach, FL 33139 Attn: Sonia Bridges, Division Director, Risk Management & Benefits Email: SoniaBridges@miamibeachfl.gov 2.2 Contractor's Services, and any deliverables incident thereto, shall be completed in accordance with the timeline and/or schedule in Exhibit A hereto. SECTION 3 TERM The term of this Agreement ("Term") shall commence upon execution of this Agreement by all parties hereto, and shall have an initial term of three (3) years, with two (2), one (1) year renewal options, to be exercised at the City Manager's sole option and discretion, by providing Contractor with written notice of same no less than thirty (30) days prior to the expiration of the initial term. Notwithstanding the Term provided herein, Contractor shall adhere to any specific timelines, schedules, dates, and/or performance milestones for completion and delivery of the Services, as same is/are set forth in the timeline and/or schedule referenced in Exhibit A hereto. 2 SECTION 4 FEE 4.1 In consideration of the Services to be provided, Contractor shall be compensated on a flat annual fee basis of$107,000. The full annual payment for the first year shall be made within thirty (30) days upon full execution of the contract and submission of invoice, as established in Exhibit B and attached hereto, and full payment for any subsequent year shall be made within thirty (30) days of submission of invoice on/or after each anniversary of the Term. Any ancillary fees, including fee for Appraisals, shall be agreed to in writing by both parties, and paid as an annual Appraisal Fee to be determined at the time required. 4.2 INVOICING Upon receipt of an acceptable and approved invoice, payment(s) shall be made within thirty (30) days for that portion (or those portions) of the Services satisfactorily rendered (and referenced in the particular invoice). Invoices shall include a detailed description of the Services (or portions thereof) provided, and shall be submitted to the City at the following address: Accounts Payable Division Finance Department City of Miami Beach 1700 Convention Center Drive, 3rd Floor Miami Beach, FL 33139 payables@miamibeachfl.gov SECTION 5 TERMINATION 5.1 TERMINATION FOR CAUSE If the Contractor shall fail to fulfill in a timely manner, or otherwise violates, any of the covenants, agreements, or stipulations material to this Agreement, the City, through its City Manager, shall thereupon have the right to terminate this Agreement for cause. Prior to exercising its option to terminate for cause, the City shall notify the Contractor of its violation of the particular term(s) of this Agreement, and shall grant Contractor ten (10) days to cure such default. If such default remains uncured after ten (10) days, the City may terminate this Agreement without further notice to Contractor. Upon termination, the City shall be fully discharged from any and all liabilities, duties, and terms arising out of, or by virtue of, this Agreement. Notwithstanding the above, the Contractor shall not be relieved of liability to the City for damages sustained by the City by any breach of the Agreement by the Contractor. The City, at its sole option and discretion, shall 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 rights and remedies against Contractor. The City shall be entitled to recover all costs of such actions, including reasonable attorneys' fees. 3 5.2 TERMINATION FOR CONVENIENCE OF THE CITY THE CITY MAY ALSO, THROUGH ITS CITY MANAGER, AND FOR ITS CONVENIENCE AND WITHOUT CAUSE, TERMINATE THE AGREEMENT AT ANY 'TIME DURING THE TERM BY GIVING WRITTEN NOTICE TO CONTRACTOR OF SUCH TERMINATION; WHICH SHALL BECOME EFFECTIVE WITHIN THIRTY (30) DAYS FOLLOWING RECEIPT BY THE CONTRACTOR OF SUCH NOTICE. ADDITIONALLY, IN THE EVENT OF A PUBLIC HEALTH, WELFARE OR SAFETY CONCERN, AS DETERMINED BY THE CITY MANAGER, IN THE CITY MANAGER'S SOLE DISCRETION, THE CITY MANAGER, PURSUANT TO A VERBAL OR WRITTEN NOTIFICATION TO CONTRACTOR, MAY IMMEDIATELY SUSPEND THE SERVICES UNDER THIS AGREEMENT FOR A TIME CERTAIN, OR IN THE ALTERNATIVE, TERMINATE THIS AGREEMENT ON A GIVEN DATE. IF THE AGREEMENT IS TERMINATED FOR CONVENIENCE BY THE CITY, CONTRACTOR SHALL BE PAID FOR ANY SERVICES SATISFACTORILY PERFORMED UP TO THE DATE OF TERMINATION; FOLLOWING WHICH THE CITY SHALL BE DISCHARGED FROM ANY AND ALL LIABILITIES, DUTIES, AND TERMS ARISING OUT OF, OR BY VIRTUE OF, THIS AGREEMENT. • 5.3 TERMINATION FOR INSOLVENCY The City also reserves the right to terminate the Agreement in the event the Contractor 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 5.2. SECTION 6 INDEMNIFICATION AND INSURANCE REQUIREMENTS 6.1 INDEMNIFICATION ' Contractor agrees to indemnify and hold harmless the City of Miami Beach and its officers, employees, agents, and contractors, from and against any and all actions (whether at law or in equity), claims, liabilities, losses, and expenses, including, but not limited to, attorneys' fees and costs, for personal, economic or bodily injury, wrongful death, loss of or damage to property, which may arise or be alleged to have arisen from the negligent acts, errors, omissions or other, wrongful conduct of the Contractor, its officers, employees, agents, contractors, or any other person or entity acting under Contractor's control or supervision, in connection with, related to, or as a result of the Contractor's performance of the Services pursuant to this Agreement. To that extent, the Contractor 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. The Contractor expressly understands and agrees that any insurance protection required by this Agreement or otherwise provided by the Contractor shall in no way limit the Contractor's responsibility to indemnify, keep and save harmless and defend the City or its officers, employees, agents and instrumentalities as herein provided. 4 The parties agree that one percent (1%) of the total compensation to Contractor for performance of the Services under this Agreement is the specific consideration from the City to the Contractor for the Contractor's indemnity agreement. The provisions of this Section 6.1 and of this indemnification shall survive termination or expiration of this Agreement. 6.2 INSURANCE REQUIREMENTS The Contractor,shall maintain and carry in full force during the Term, the following insurance: • 1. Contractor General Liability, in the amount of$1,000,000; 2. Contractor Professional Liability, with limit no less than $1,000,000 per occurrence or per claim, $2,000,000 aggregate; and 3. Automobile Liability - $1,000,000 each occurrence — owned/non-owned/hired automobiles included. 4. Workers Compensation & Employers Liability, as required pursuant to Florida Statutes. The insurance must be furnished by insurance companies authorized. to do business in the State of Florida. All insurance policies must be issued by companies 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. All of Contractor's certificates shall contain endorsements providing that written notice shall be given to the City at least thirty (30) days prior. to termination, cancellation or reduction in coverage in the policy. The insurance certificates for General Liability shall include the City as an additional insured and shall contain a waiver of subrogation endorsement. Original certificates of insurance must be submitted to the City's Risk Manager for approval (prior to any work and/or services commencing) and will be kept on file in the Office of the Risk Manager. The City shall have the right to obtain from the Contractor specimen copies of the insurance policies in the event that submitted certificates of insurance are inadequate to ascertain compliance with required coverage. The Contractor is also solely responsible for obtaining and submitting all insurance certificates for any sub-Contractors. Compliance with the foregoing requirements shall not relieve the Contractor of the liabilities and obligations under this Section or under any other portion of this Agreement. The Contractor shall not commence any work and or services pursuant to this Agreement until all insurance required under this Section has been obtained and such insurance has been approved by the City's Risk Manager. SECTION 7 LITIGATION JURISDICTIONNENUE/JURY TRIAL WAIVER This Agreement shall be construed in accordance with 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 5 ' 1 entering into this Agreement, Contractor and the City expressly waive any rights either party may have to a trial by jury of any civil litigation related to or arising out of this Agreement. SECTION 8 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 $10,000. Contractor hereby expresses its willingness to enter into this Agreement with Contractor's recovery from the City for any damage action for breach of contract to be limited to a maximum amount of$10,000. Accordingly, and notwithstanding any other term or condition of this Agreement, Contractor hereby agrees that the City shall not be liable to the Contractor for damages in an amount in excess of $10,000 for any action or claim for breach of contract arising out of the performance or non-performance of any obligations imposed upon the City by this Agreement. Nothing contained lin this section 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. SECTION 9 DUTY OF CARE/COMPLIANCE WITH APPLICABLE LAWS/PATENT RIGHTS; COPYRIGHT; AND CONFIDENTIAL FINDINGS 9.1 DUTY OF CARE With respect to the performance of the work and/or service contemplated herein, Contractor shall exercise that degree of skill, care, efficiency and diligence normally exercised by reasonable persons and/or recognized professionals with respect to the performance of comparable work and/or services. 9.2 COMPLIANCE WITH APPLICABLE LAWS In its performance of the work and/or services, Contractor shall comply with all applicable laws, ordinances, and regulations of the City, Miami-Dade County, the State of Florida, and the federal government, as applicable. 9.3 PATENT RIGHTS; COPYRIGHT; CONFIDENTIAL FINDINGS Any work product arising out of this Agreement,' as well as all information specifications, processes, data and findings, are intended to be the property of the City and shall not otherwise be made public and/or disseminated by Contractor, without the prior written consent of the City Manager, excepting any information, records etc. which are required to be disclosed pursuant to Court Order and/or Florida Public Records Law. 6 All reports, documents, articles, devices,' and/or work produced in whole or in part under this Agreement are intended to be the sole and exclusive property of the City, and shall not be subject to any application for copyright or patentby or on behalf of the Contractor or its employees or sub-Contractors, without the prior written consent of the City Manager. SECTION 10 GENERAL PROVISIONS 10.1 AUDIT AND INSPECTIONS Upon reasonable verbal or written notice to Contractor, and at any time during normal business hours (i.e. 9AM — 5PM, Monday through Fridays, excluding nationally recognized ' holidays), ,.and as often as the City Manager may, in his/her reasonable discretion and judgment, deem necessary, there shall be made available to the City Manager, and/or such representatives as the City Manager may deem to act on the City's behalf, to audit, examine, and/ or inspect, any and all other documents and/or records relating to all matters covered by this Agreement. Contractor shall maintain'any and all such records at its place of business at the address set forth in the "Notices" section of this Agreement. 10.2 ASSIGNMENT, TRANSFER OR SUBCONSULTING Contractor shall not subcontract, assign, or transfer all or any portion of any work and/or service under this Agreement without the prior written consent of the City Manager, which consent, if given at all, shall be in the.Manager's sole judgment and .discretion. Neither this Agreement, nor any term or provision hereof, or right hereunder, shall be assignable unless as approved pursuant to this Section, and any attempt to make such assignment (unless approved) shall be void. 10.3 PUBLIC ENTITY CRIMES Prior to commencement of the Services, the Contractor shall file a State of Florida Form PUR 7068, Sworn Statement under Section 287.133(3)(a) Florida Statute on Public Entity Crimes with the City's Procurement Division. 10.4 NO DISCRIMINATION In connection with the performance of the Services, the Contractor shall not exclude from participation in, deny the benefits of, or subject to discrimination anyone on the grounds of race, color, national origin, sex, age, disability, religion, income or family status. Additionally, Contractor shall comply fully with the City of Miami Beach Human Rights Ordinance, codified in Chapter 62 of the City Code, as may be amended from time to time, prohibiting discrimination in employment, housing, public accommodations, and public services on account of actual or perceived race, color, national origin, religion, sex, intersexuality, gender identity, sexual orientation, marital and familial status, age, disability, 7 • ancestry, height, weight, domestic partner status, labor organization membership, familial situation, or political affiliation. 10.5 CONFLICT OF INTEREST Contractor herein agrees to adhere to and be governed by all applicable Miami-Dade County Conflict of Interest Ordinances and Ethics provisions, as set forth in the Miami-Dade County Code, as may be amended from time to time; and by the City of Miami Beach Charter and Code, as may be amended from time to time; both of which are incorporated by reference as if fully set forth herein. Contractor covenants that it presently has no interest and shall not acquire any interest, directly or indirectly, which could conflict in any manner or degree with the performance of the Services. Contractor further covenants that in the performance of this Agreement, Contractor shall not employ any person having any such interest. 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. 10.6 CONTRACTOR'S COMPLIANCE WITH FLORIDA PUBLIC RECORDS LAW (A) Contractor shall comply with Florida Public Records law under Chapter 119, Florida Statutes, as may be amended from time to time. (B) The term "public records" shall have the meaning set forth in Section 119.011(12), which means all documents, papers, letters, maps, books, tapes, photographs, films, sound recordings, data processing software, or other material, regardless of the physical form, characteristics, or means of transmission, made or received pursuant to law or ordinance or in connection with the transaction of official business of the City. (C) Pursuant to Section 119.0701 of the Florida Statutes, if the Contractor meets the definition of"Contractor" as defined in Section 119.0701(1)(a), the Contractor shall: (1) Keep and maintain public records required by the City to perform the service; (2) Upon request from the City's custodian of public records, provide the City with a copy of the requested records or allow the records to be inspected or copied within a reasonable time at a cost that does not exceed the cost provided in Chapter 119, Florida Statutes or as otherwise provided by law; (3) Ensure that public records that are exempt or confidential and exempt from public records disclosure requirements are not disclosed, except as authorized by law, for the duration of the contract term and following completion of the Agreement if the Contractor does not transfer the records to the City; (4) Upon completion of the Agreement, transfer, at no cost to the City, all public records in possession of the Contractor or keep and maintain public records required by the City to perform the service. If the Contractor transfers all public records to the City upon completion of the Agreement, the Contractor shall destroy any duplicate public records that are exempt or confidential and exempt from public records disclosure requirements. If the Contractor keeps and maintains public records upon completion of the Agreement, the Contractor shall meet all applicable requirements for retaining public records. All records stored electronically must be provided to the City, upon request from the City's custodian of public records, in a format that, is compatible with the information technology systems of the City. 8 (D) . REQUEST FOR RECORDS; NONCOMPLIANCE. (1) A request to inspect or copy public records relating to the City's contract for services must be made directly to the City. If the City does not possess the requested records, the City shall immediately notify the Contractor of the request, and the Contractor must provide the records to the City or allow the records to be inspected or copied within a reasonable time. (2) Contractor's failure to comply with the City's request for records shall constitute a breach of this Agreement, and the City, at its sole discretion, may: (1) unilaterally terminate the Agreement; (2) avail itself of the remedies set forth under the Agreement; and/or(3) avail itself of any available remedies at law or in equity. (3) A Contractor who fails to provide the public records to the City within a reasonable time may be subject to penalties under s. 119.10. (E) CIVIL ACTION. (1) If a civil action is filed against a Contractor to compel production of public records relating `to the City's contract for services, the court shall assess and award against the Contractor the reasonable costs of enforcement, including reasonable attorneys' fees, if: a. The court determines that the Contractor unlawfully refused to comply with the public records request within a reasonable time; and b. At least 8 business days before filing the action, the plaintiff provided written notice of the public records request, including a statement that the Contractor has not complied with the request, to the City and to the Contractor. (2) A notice complies with subparagraph (1)(b) if it is sent to the City's custodian of public records and to the Contractor at the Contractor's address listed on its contract with the City or to the Contractor's registered agent. Such notices must be sent by common carrier delivery service or by registered, Global Express Guaranteed, or certified mail, with postage or shipping paid by the sender and with evidence of delivery, which may be in an electronic format. (3) A Contractor who complies with a public records request within 8 business days after the notice is sent is not liable for the reasonable costs of enforcement. (F) 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 AGREEMENT, CONTACT THE CUSTODIAN OF PUBLIC RECORDS AT: CITY OF MIAMI BEACH ATTENTION: RAFAEL E. GRANADO, CITY CLERK 1700 CONVENTION CENTER DRIVE MIAMI BEACH, FLORIDA 33139 E-MAIL: RAFAELGRANADO(a�MIAMIBEACHFL.GOV PHONE: 305-673-7411 9 SECTION 11 NOTICES All notices and communications in writing required or permitted hereunder, shall be delivered personally to the representatives of the Contractor and the City listed below or may be mailed by U.S. Certified Mail, return receipt requested, postage prepaid, or by a nationally recognized overnight delivery service. Until changed by notice, in writing, all such notices and communications shall be addressed as follows: TO CONTRACTOR: MCGRIFF, SEIBELS & WILLIAMS, INC. 400 N. Tampa St., Floor 23 Tampa, FL, 33602 Attn: Johnny Fontenot, EVP TO CITY: City Manager's Office City of Miami Beach 1700 Convention Center Drive, 4th Floor Miami Beach, FL 33139 Attn: Jimmy L. Morales, City Manager WITH A COPY TO: City of Miami Beach, Human Resources Department 1700 Convention Center Drive Miami Beach, FL 33139 Attn: Michael W. Smith, Director Notice may also be provided to any other address designated by the party to receive notice if such • alternate address is provided via U.S. certified mail, return receipt requested, hand delivered, or by overnight delivery. In the event an alternate notice address is properly provided, notice shall be sent to such alternate address in addition to any other address which notice would otherwise be sent, unless other delivery instruction as specifically provided for by the party entitled to notice. Notice shall be deemed given on the date of an acknowledged receipt, or, in all other cases, on the date of receipt or refusal. SECTION 12 MISCELLANEOUS PROVISIONS 12.1 CHANGES AND ADDITIONS This Agreement cannot be modified or amended without the express written consent of the parties. No modification, amendment, or alteration of the terms or conditions contained herein shall be effective unless contained in a written document executed with the same formality and of equal dignity herewith. 10 12.2 SEVERABILITY If any term or provision of this Agreement is held invalid or unenforceable, the remainder of this Agreement shall not be affected and every other term and provision of this Agreement shall be valid and be enforced to the fullest extent permitted by law. 12.3 WAIVER OF BREACH A party's failure to enforce any provision of this Agreement shall not be deemed a waiver of such provision or modification of this Agreement. A party's waiver of any breach of a provision of this Agreement shall not be deemed a waiver of any subsequent breach and shall not be construed to be'a modification of the terms of this Agreement. 12.4 JOINT PREPARATION The parties hereto acknowledge that they have sought and received whatever competent advice and counsel as was necessary for them to form a full and complete understanding of all rights and obligations herein and that the preparation of this Agreement has been ayoint effort of the parties, the language has been agreed to by parties to express their mutual intent and the resulting document shall not, solely as a matter of judicial construction, be construed more severely against one of the parties than the other. 12.5 ENTIRETY OF AGREEMENT The City and Contractor agree that this is the entire Agreement between the parties. This Agreement supersedes all prior negotiations, correspondence, conversations, agreements or understandings applicable to the matters contained herein, and there are no commitments, agreements or understandings concerning the subject matter of this Agreement that are not contained in this document. Title and paragraph headings are for convenient reference and are not intended to confer any, rights or obligations upon the parties to this Agreement. 11 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: CITY OF MIAMI BEACH, FLORIDA ATTEST: �By: City /"------ (111erk City - ager 41"1'-- • Date: Arts-is ti 20,tot\ FOR CONTRACTOR: MCGRIFF, SEIBELS &WILLIAMS, INC. ATTEST: • 41. 4Jo BY:alit 011 • riii CJDirentA- 1-0A i €cce.,A lic V:cc. . ?feyv.y,4- Print Name hnd Titip PrintNa a an Title Ej[Q@ VC S ce Vicestcgn+ Date: 11 S 1 ict • APPROVED AS TO FORM&LANGUAGE &FOR EXECUTION I\A I 11 --�'"`°�+ � • City Attorney Date NCO $ RP ORATED/` it 04 •. A 1471, 26"' 1� • 12 1 • EXHIBIT A SCOPE OF SERVICES 13 Statement of Work Required. The City of Miami Beach is soliciting proposals for an Agent/Broker to be appointed Broker df Record to provide at a minimum, the following services: 1. Provide assistance to the City's Risk Management Division in determining the City's commercial insurance needs. 2. Prepare annual report informing the City's Risk Management Division regarding insurance market conditions that may affect the City's policies and risk exposure prior to policy renewal. Report shall include, but not be limited to the following: • Trend and development factors • Catastrophe modeling • Comments on major losses incurred during past year and how they affect the market • Alternative risk financing vehicles to reduce the City's cost of risk control • Estimate of expected insurance premiums and other costs for the upcoming fiscal year. • Analysis of the City's exposure to loss, adequacy of coverage and present options for coverage 3. Prepare bid specifications and underwriting data 45 days prior to expiration, subject to the approval of the City's Risk Management Division to submit to acceptable insurance markets for the purpose of obtaining quotations for insurance coverage. 4. Upon direction from the City approach all acceptable insurance companies on behalf of the Client and obtain written competitive quotes for insurance coverage. A complete list of the companies contacted along with their response shall be submitted. Insurance companies must be reputable and financially responsible. The City shall be informed of any changes in rating of the insurers and recommendations of changes, if necessary. 5. Present to the Client all insurance coverage proposals obtained 30 days prior to expiration of coverage. The proposals shall include a report with a comprehensive analysis by the broker of the proposals obtained with recommendations for the selection of one proposal for the particular risk to be covered. Negotiate on behalf of and with direction from the City with all insurance carriers to obtain the best prices terms and conditions available. • 6. Prepare a working summary (Insurance in Force) for the City of each policy including key terms, conditions, limits, deductibles/retentions, endorsements and premiums. 7. Review all insurance binders, policies and invoices received for policies purchased by the Client to assure their accuracy and conformity to specifications. Request any necessary endorsements, changes, revisions that may be required. 8. Review leases, agreements and construction contracts to provide recommendations for insurance requirements. 9. Service existing policies as necessary. This includes but is not limited to issuing certificates of insurance 14 to provide evidence of coverage promptly making policy changes and obtaining endorsements 10. Promptly report any claims to the insurance carrier and monitor the handling and disposition of the claim to assure the Client s policy rights are protected. Assign a claims adjustment firm to handle claims for all layers of coverage. Negotiate prompt settlement of claims with adjusters/underwriters. 11. Assist the City in providing insurance related documentation in respect to any FEMA-related claims. 12. Maintain accurate claim data on an accident date basis and provide the City with status reports, in the form and frequency agreed upon with the City. • 13. Assign an Account Executive to this Program who will be responsible for communication with Risk Management and who, along with other team members assigned, be available daily to Risk Management for advice and consultation on risk related issues and concerns. 14. Attend meetings related to this program with Risk Management staff and other City staff, as requested. 15. Assist City with the development of annual letter to the Division of Emergency Management requesting confirmation that the City's program meets the standard of a reasonable program as prescribed by the Stafford Act. 16. Contract with Loss Control firm to provide inspections of properties, engineering services, plans review and thermographic imaging services. Act as liaison between Loss Control firm and'the City. 17. Consult with the City and respective departments to ensure that significant loss control recommendations are addressed. 18. Provide appraisals for all Client buildings identified by Clients statement of values The first 1 3 of the buildings that are identified by the Client will be appraised the first year the second 1 3 of the buildings that are identified by the Client will be appraised the second year and the third 1 3 of the buildings that are identified by the Client will be appraised in the third year. 19. Brokers will identify locations to be covered by NFIP policies. Request flood zone determinations. Complete applications for coverage with pertinent information. Provide NFIP quotation to Risk Management, submit payment to NFIP carrier, review all NFIP policies for accuracy, and maintain schedules of NFIP policies. • 15 EXHIBIT B CONTRACTOR'S FEES I 16 Fee Structure McGriff, Seibels & Williams, Inc. will provide the required services, pursuant to the RFP, as a flat annual fee, as follows: • $107,000 Annually for Insurance Broker and Consulting Services. Additionally: ' • *Commission will be accepted on any NFIP Flood placements, per federal law. 17 ATTACHMENT A RESOLUTION COMMISSION ITEMS AND COMMISSION MEMORANDUM Resolutions -C7 G MIAMI BEACH COMMISSION MEMORANDUM TO: Honorable Mayor and Members of the City Commission FROM: Jimmy L. Morales, City Manager DATE: February 13, 2019 SUBJECT:A RESOLUTION OF THE MAYOR'AND CITY COMMISSION OF THE CITY OF MIAMI BEACH, FLORIDA, AUTHORIZING THE ISSUANCE, OF REQUEST FOR PROPOSALS (RFP) 2019-048-WG INSURANCE BROKER OF RECORD FOR PROPERTY AND LIABILITY INSURANCE; AND FURTHER, AUTHORIZING THE MONTH TO MONTH EXTENSION OF THE CURRENT AGREEMENT WITH ARTHUR J. GALLAGHER AND COMPANY, UNTIL SUCH TIME AS A NEW AGREEMENT IS EXECUTED. RECOMMENDATION Adopt the Resolution. ANALYSIS The City of Miami Beach seeks statements of qualifications from qualified firms to operate as the City's Insurance Broker of Record for property and liability insurance. The selected firm shall provide assistance to the City's Risk Management Department in determining the City's commercial insurance needs; which shall include but not be limited to, the review of all insurance policies and invoices received for policies purchased by the City to assure their accuracy and appropriateness and'obtain a variety of coverage terms and conditions to protect the risks of the City. . On December 11, 2013, the Mayor and City Commission approved the issuance of the,Request for Qualifications RFQ No 2014 056 MF for Insurance Broker of Record for Property and Liability Insurance As a result, the City, pursuant to Resolution No. 2014-28551, executed its existing agreement for Brokerage services effective May 14, 2014. The initial term of agreement was three (3)years with two(2)additional one(1)year renewals and is scheduled to expire May 25,2019. The Administration recommends that Mayor and Commission authorize the issuance of the RFP 2019-048-WG for Insurance Broker of Record for Property and Liability Insurance and further authorize the extension of the current agreement until such time as a new agreement(s)is executed. SCOPE OF SERVICES The selected firm shall provide assistance to the City's Risk Management Department in determining the City's commercial insurance needs; which shall include but not be limited to, the review of all insurance policies and invoices received for policies purchased by the City to assure their accuracy and,appropriateness and obtain a variety of coverage terms and conditions to protect the risks of the Page 348 of 911 City. • SPECIFICATIONS. Please Reference,Appendix C, Page 25, RFP 2019-048-WG for Insurance Broker of Record,for Property and Liability Insurance(attached). • SUBMITTAL REQUIREMENTS. Please Reference Section 0300, Page 12 RFP 2019-048-WG for Insurance Broker of Record for Property and Liability Insurance (attached). • CRITERIA FOR EVALUATION. Please Reference Section 0400, Page 1.4, RFP 2019-048-WG .for Insurance Broker of Record for Property and Liability Insurance (attached). Following the receipt of proposals an Evaluation Committee will review proposals in accordance with the criteria established in the RFP. Additionally, I am considering appointing the following individuals to serve on the Evaluation Committee for this project: • Sonia Bridges, Division Director Risk Management, Human Resources.Department, City of Miami Beach • James Hollis, Safety Officer, Human Resources Department, City of Miami Beach • Amy Knowles, Deputy Resiliency Officer, City Manager's Office, City of Miami Beach • Monica Beltran,Assistant Director, Parking Department, City of Miami Beach I am also considering the following individuals as alternates: • Manny Marquez,Assistant Director, Finance Department, City of Miami Beach • Cynthia Casanova,Assistant Director, Parks& Recreation Department, City of Miami Beach CONCLUSION The City Manager recommends that the Mayor and Commission authorize the issuance of the RFP 2019-048-WG for Insurance Broker of Record for Property and Liability Insurance; and further authorizing the month to month extension of the current Agreement with Arthur J. Gallagher and Company, until such time as a new Agreement is executed. FINANCIAL INFORMATION Legislative Tracking Human Resources/Procurement ATTACHMENTS: Description ❑ Draft RFP 11 Page 349 of 911 • Resolution No. 2019-30701 A RESOLUTION OF THE MAYOR AND CITY COMMISSION OF THE CITY OF MIAMI BEACH, FLORIDA, AUTHORIZING THE.ISSUANCE OF REQUEST FOR PROPOSALS (RFP) 2019-048-WG, FOR INSURANCE BROKER OF RECORD SERVICES FOR PROPERTY AND LIABILITY INSURANCE; AND FURTHER, AUTHORIZING THE MONTH-TO-MONTH EXTENSION OF THE CITY'S EXISTING AGREEMENT WITH ARTHUR J. GALLAGHER AND COMPANY, UNTIL SUCH TIME AS A NEW AGREEMENT IS EXECUTED FOLLOWING THE CONCLUSION OF THE RFP PROCESS. WHEREAS, on December 11, 2013, the Mayor and City Commission approved the issuance of the Request for Qualifications,RFQ No 2014 056 MF for Insurance Broker of Record for Property and Liability Insurance; and WHEREAS, subsequently, the Mayor and City Commission adopted Resolution No. 2014- 28551, awarding the RFQ and authorizing execution of an agreement with Arthur Gallagher and Company, which agreement was executed by the Mayor and City Clerk effective May 14, 2014 (the "Agreement"); and , ' • WHEREAS, the initial term of the Agreement was for a period of three (3) years, with two (2) additional one (1) year renewals; and WHEREAS, following the City Manager's exercise of the contract renewal periods, the Agreement with Arthur J. Gallagher'and Company is scheduled to expire May 25, 2019; and • WHEREAS, the Administration recommends that the Mayor and Commission authorize the • issuance of the RFP 2019-048-WG, for Insurance Broker of Record Services for Property and Liability Insurance; and WHEREAS, the Administration recommends that the Mayor and Commission further authorize the extension of the Agreement on a month-to-month basis, until such time as a new agreement(s) is executed following the conclusion of the RFP process. NOW, THEREFORE, BE IT DULY RESOLVED BY THE MAYOR AND CITY COMMISSION OF THE CITY OF MIAMI BEACH, FLORIDA, that the Mayor and City Commission hereby authorize the issuance of Request for Proposals (RFP) No. 2019-048-WG, for Insurance Broker of Record Services for Property and Liability Insurance; and further authorize the month-to-month extension of the City's existing agreement with Arthur J. Gallagher and Company, until such time as a new agreement is executed following the conclusion of the RFP process. PASSED AND ADOPTED this 13 day of February 2019. ATTEST: �J\ � Ira / J �'.• ,,` APPROVED AS TO • �. • FORM&LANGUAGE RAF EL E. e - N •DO, I :E- •%DA 1GELBER, MAYOR =•-�- EXECUTION * -INCORp ORATED, e 9•' /7/0 ' •, '� tyAttomey Date r - ATTACHMENT B SOLICITATION (RFP) AND ADDENDUMS I sEAMTCH 1 r City of Miami Beach, 1755 Meridian Avenue, 3rd Floor, Miami Beach,Florida 33139,www.mlamibeachfl.gov PROCUREMENT DEPARTMENT Tel; 305-673.7490. ADDENDUM NO. 4 RFP 201'9-048-WG INSURANCE BROKER OF RECORD • March 18, 2019 This Addendum to the above-referenced RFP is Issued in response to questions from prospective proposers, or other clarifications and revisions issued by the City. The RFP is amended in thefallowing particulars only (deletions are shown by strikethrough and additions are underlined). 1 MODIFICATIONS. RFP DUE DATE ANDI TIME. The deadline for the receipt of proposals is extended until 3:00 PM, on Tuesday* April 2, 2019, at the following location: City of Miami Beach, Procurement Department, 1755 Meridian Ave, 3rd Floor, Miami Beach, FL 33139, Additional questions received will be answered in a forthcoming addendum. Any questions regarding this Addendum should be submitted in writing to the Procurement Department to the attention of the individual named below, with .a copy to the City Clerk's Office at RafaelGranado@miamibeachfi.gcv. Procurement Contact: Telephone: Email: Jason Crouch 305-673-7000, ext. 6694 JasonCrouch©miamibeachfl.gov Proposers are reminded to acknowledge receipt of this addendum as part of your RFP submission. -• i 2 inc;.r ly, i gig AVx,Deni Ilrocure ent Director , • 1 ADE DUM N4,3 REP 2019-048-WG ivuA/ AEcH. City of Miami Beach, 1755 Meridian Avenue, 3`d Floor, Miami Beach, Florida 33139, www.miamibeachfl.gov_ PROCUREMENT DEPARTMENT Tel: 305-673-7490. ADDENDUM NO. 3 RFP 2019-048-WG INSURANCE BROKER OF RECORD March 18, 2019 This Addendum to the above-referenced RFP is issued in. response to questions from prospective proposers, or other clarifications and revisions issued by the City. The RFP is amended in the following particulars only (deletions are shown by strikethrough and additions are underlined). I. MODIFICATIONS. RFP DUE DATE AND TIME. The deadline for the receipt of proposals is extended until 3:00 PM, on Thursday, March 28, 2019, at the Following location: City of Miami Beach, Procurement Department, 1755 Meridian Ave, 3' Floor, Miami Beach, FL 33139. Additional questions received will be answered in a forthcoming addendum. Any questions regarding this Addendum should be submitted in writing to the Procurement Department to the attention of the individual named below, with a copy to the City Clerk's Office at �. RafaelGranado(a�rniarnibeachfl.gov. Procurement Contact: Telephone: Email: Jason Crouch 305-673-7000, ext. 6694 JasonCrouch©miamibeachfl.gov Proposers are reminded to acknowledge receipt of this addendum as part of your RFP submission. r,.ly, Folz. A ex "rocu -{' ent Director - r • I ADDENDUM NO,3 RFP 2019-048-WG • ,, i r MIAMIBEACH City of Miami Beach, 1755 Meridian Avenue,31"d Floor,Miami Beach, Florida 33139,www.miamibea c hfl.gov PROCUREMENT DEPARTMENT Tel: 305-673-7490. ADDENDUM NO.2 RFP 2019-048-WG ' INSURANCE BROKER OF RECORD March 15, 2019 This Addendum to the above-referenced RFP is issued in response to questions from prospective proposers, or other clarifications and revisions issued by the City. The RFP is amended in the following particulars only(deletions are shown by strikethrough and additions are underlined). I I. NEW ATTACHMENTS. The following attachments have been added to the RFP, and incorporated as requirements to the RFP. Attachment A: Compensation Agreement • Attachment B: Compensation Disclosures Attachment C: Schedule of Insurance Attachment D: Loss Runs by Policy Attachment E: Miami Beach Executive Summary Attachment F: Schedule of Values 2018 , II. ANSWERS TO QUESTIONS RECEIVED. Q1: Can you provide current broker services agreement? A1: Please see Attachment A, Compensation Agreement, ' Q2: Can you provide a compensation disclosure by current broker in fees and commissions for life of current`contract? A2: Please see Attachment A, Compensation Agreement and Attachment B, Compensation Disclosures. Q3: Can you disclose additional compensation received by broker from City for convention center or any other placements? A3: Please see Attachment B, Compensation Disclosures. I ADDENDUM NO.2 RFP 2019-048-WG • Q4: Can you provide a disclosure of compensation for wholesalers, Lloyd's brokers and whether those companies are owned by a related entity to broker? A4: Please see Attachment B, Compensation Disclosures. Q5: Can you provide current insurance structure including limits, carriers, deductibles; retentions, and premiums? A5: Please see Attachment C, Schedule of Insurance. Q6: Can you please provide list of all E&S wholesale brokers on the placement? A6: Please see Attachment B, Compensation Disclosures. Q7: Can you provide a summary of insured claims? A7: Please see Attachment D, Loss Runs by Policy. Q8: Can you please provide list of locations and current TIV? A8: Please see attached Attachment E, Miami Beach Executive Summary and Attachment F,Schedule of Values 2018. Q9: Can you please provide description by total and subcategory of any FEMA reimbursements received in last 3 years? A9: The City of Miami Beach did incur damages as a result of Hurricane Irma in September 2017. To date, the City has not received reimbursement for any costs associated with the hurricane from FEMA. Q10: Can you provide annual stewardship report from incumbent showing enhancements introduced by broker over 3 years? MO: Please see Attachment E, Miami Beach Executive Summary. Q11: Can you provide copy of most recent PML study received by the City from broker? All: Study is a part of the report provided above in Q/A10. Please see Attachment E, Miami Beach Executive Summary. Q12: For how many years has the current broker been the broker of record for the City? Al2: Approximately fourteen (14)years. Q13: Are there particular needs that the city feels are not met by the current agency? A13. The purpose of this RFP is to seek proposals in order to establish a contract to replace the current expiring contract. Q14: Is it possible to receive copies all of the policies currently in force or at least a schedule of insurance? A14: Please see Attachment C, Schedule of Insurance. 2 ADDENDUM NO,2 RFP 2019-048-We Additional questions received will be answered in a forthcoming addendum. Any questions regarding this Addendum should be submitted in writing to the Procurement Department to the attention of the individual named below, with a copy to the City Clerk's Office at RafaelGranado(a)miamibeachfl.gov. Procurement Contact: Telephone: Email: Jason Crouch 305-673-7000, ext. 6694 JasonCrouch@miamibeachfl.gov Proposers are reminded to acknowledge receipt of this addendum as part of your RFP submission. Sin.-rel Ale ( Denis Pro. re -nt Director - • 3 ADDENDUM NO.2 RFP 2019-048-WG Attachment A Gallagher Compensation Agreement o7of —ag$Sl.terrig lV4rarnlr Beach &-.A tiVe J$ aili ghee RrSCC MaiagementSer ficesx_ THIS COMPENSATION AGREEMENT is made and entered into and effective the 26th day of - May, 2014 ("Effective Date") by and between CITY OF MIAMI BEACH, a Florida municipal corporation ("Client"), and ARTHUR J. GALLAGHER RISK MANAGEMENT SERVICES, INC., an Illinois corporation("Gallagher"). i. TERM AND TERMINATION This Agreement shall commence on the Effective Date for a term of three (3)years. At the City Manager's sole option and discretion, and upon thirty days (30) days written .. notice to.Gallagher prior to the expiration of the initial term,-the client may renew this • Agreement for up to (2) additional one (1) year terms. Not withstanding the preceding, this Agreement may be terminated by either party,without cause and for convenience, at anytime during the term, upon thirty(30)days prior written notice. ll. OBLIGATIONS OF GALLAGHER Gallagher will provide the services set out on Exhibit A attached hereto (collectively, the "Services") to Client. If the Services include the placement of insurance.coverages, Gallagher will use its commercial bestefforts to secure such insurance coverages on Client's behalf. In the event an insurance company cancels or refuses to place such insurance coverages, Gallagher will use its commercial best efforts to obtain the coverage from another insurance company. Ili. OBLIGATIONS OF CLIENT Gallagher will receive commissions as compensation for its Services. Gallagher will be compensated by the insurance carriers for insurance coverage that Gallagher has placed on Client's behalf. Gallagher will provide a complete compensation disclosure with all. insurance placements. Prior to 'receiving any compensation for a specific coverage and/or policy such insurance coverage and/or policy shall be approved by Client's City Manager or City Commission as the case may be. • IV. DISCLOSURES A. In addition to such commissions provided herein, Gallagher may also receive investment income on fiduciary funds temporarily held by it,such as premiums or return premiums. Other parties, such as excess and surplus lines brokers, wholesalers, reinsurance intermediaries, underwriting managers, captive managers and similar parties, some of which may be owned in whole or in part by Gallagher's corporate parent, may earn and retain usual and customary commissions and fees in the course of providing insurance products to clients. Any such fees or commission will not constitute compensation to Gallagher under Section lil.above. B. Client is responsible for payment of premiums for all insurance placed by Gallagher on its behalf. if any amount is not paid in full when due, including premium payments to insurance companies, that nonpayment will constitute a PL1RMSICITY OF MIAMI BEACF112014-151COMPENSATION AGREEMENTICITYOFMIAMI BEACH COMEPENSATION AGREEMENT COMMISSION ONLY,FL 052o14.GOC Paget of 4 . material breach of this Agreement that will allow Gallagher to immediately terminate this Agreement, at its option,without notice to Client. in addition, and not in lieu of the right to terminate, Gallagher reserves the right to apply return premiums or any other payment up to $5,000 received by Gallagher on Client's behalf to any amounts owed by Client to Gallagher unless such return premiums or other payments are disputed by Client C. Where applicable, insurance coverage placements which Gallagher makes on Client's.behalf, may require the payment of federal excise-taxes, surplus lines taxes, stamping or other fees,to the Internal Revenue Service (federal), various state(s) departments of revenue, state regulators, boards or associations. In such cases, Client is responsible for the payment of such taxes andior fees, which will be identified separately by Gallagher on invoices covering these placements. Under no circumstances will these taxes or other related fees or charges be offset against the amount of Gallagher's commissions referred to herein. D.' • ` Gallagher will not be operating in a fiduciary capacity, but only as Client's broker , obtaining a variety of coverage terms and conditions to protect the risks of Clients enterprise. Gallagher will seek to bind those coverages based upon Client's authorization, however, Gallagher can make no warranties in respect to policy limits or coverage considerations of the carrier. Actual coverage is determined by policy language, so read all policies carefully. Contact Gallagher with questions on these or any other issues of concern. V. INDEMNIFICATION A. Gallagher agrees to indemnify and hold Client harmless from any loss, cost, damage, or expense (including reasonable attorney's fees) arising from the negligent acts or omissions of Gallagher. . r - IN WITNESS WHEREOF,the parties hereto have caused this Agreement to be executed on the date first written above. ARTHUR J. Gk LAGHER RI CITY OF MIAMI BE- - 'R MANAGEMEN E k IC:_z ' C. 111 Y ir... Y Name: 4f-' i e�.� .49/4 Name: �jAtli t evr',7e Title: /`Cef a�iL -t Title: Mk dr - APPROVED AS TO ASS. _ FORM &LANGUAGE / *E INCORP ICRAEED-`* 5 % &FOR EXECUTION a.� e _: Rd= �.Chad®,reify (-Ft 2`0 f City Att6rney Date N:IRMS\CITY OP MIAMI BEACH12014-151COMPENSATION AGREEMENTTC1 Y OF MIAMI BEACH COMEPENSATiON AGREEMENT COMMISSION ONLY,FL 052014.0OC Page 2 o:4 5, • • EXHIBIT A SERVICES SCOPE OF SERVICES Gallagher agrees to assist the Client with the following Risk Management Services, as well as others that may become necessary during the contract period: 1. Provide assistance to the Clients Risk Management Department in determining-the Client's commercial insurance needs. 2. Prepare reports informing the Client's Risk Management Department regarding insurance market conditions that may affect the Client's policies and risk e•xposure prior to policy renewal. 3. Prepare bid specifications and underwriting data (subject to the approval of the Client's Risk Management Department) to submit to acceptable insurance markets for the purpose of obtaining quotations for insurance coverage. 4. Upon direction from the Client, approach all acceptable insurance companies on behalf of the Client, and obtain written, competitive quotes for insurance coverage. A complete list of the companies contacted, along with their response, shall be submitted. 5. Present to the Client all insurance coverage proposals obtained. This report must contain a comprehensive analysis by the broker of the • 'proposals obtained with recommendations for the selection of one proposal for the particular risk to be covered. 6. • Negotiate, on behalf of, and with direction from, the Client with all insurance carriers to obtain the best prices, terms and conditions available. 7. Review all insurancepolicies and invoices received for policies purchased by the Client to assure their accuracy and appropriateness. 8. Review and evaluate existing Client policies to provide recommendations for possible improvement of price, terms, and conditions. 9. Service existing policies as necessary. This includes, but is not limited to, issuing certificates of insurance to provide evidence of coverage, promptly making policy changes, and obtaining endorsements. 10. Report any claims to the insurance carrier and monitor the handling and disposition of the claim to assure the Client's policy rights are protected. 11. Provide an annual report summarizing all insurance coverage in place, • anticipated market conditions, recommendations and strategies. N:1RMS\CITY OF MIAMI BEACH12014-151COMPENSATION AGREEMEN11CITYOF MIAMI BEACHCOMEPENSATION AGREEMENT COMMISSION ONLY,FL 052014.000 Page3of4 12. Provide appraisals for all)Client buildings identified by Clients' statement of values. The first 1/3 of the buildings that are identified by the Client will be appraisedthe first year, the second 1/3 of the buildings that are identified by the Client will be appraised the second year and the third 1/3 of the buildings that are identified by the Client will be appraised in the third year. • • • N;\RMSICITY OF MIAMI BEACFR2OI4-15lCQMPENSATION AGREEMENTICRY OF MIAMI BEACH COMEPENSATION AGREEMENT COMMISSION ONLY.FL 052014 DOC Paye 4 of 4 Attachment B Gallagher Compensation Disclosures Cit of [lliram%:�eac - June..2018=2019 Renewals . • -Propert • • Equipment•Brt•eakdown •... • • • • - • • Fine.Arts • • Terrorism • :TULIP • • • 3 ( r ... a .. • • • • . ' 9 • • • • • - City of Mia .:Beach . Biddable:Quotat ons-Si-Compensation Disclostue Schedu'e •Client Name:Cityof Miami:`Bea.ch`. • N .:� , r W OLP'SA1..Ff� M OR l Tf"RM . 1 ;ry !E , � i i 'ANNUAL' (:.A �l?IARY 'r ; L f 1 COMM% ,CO �' .( � IaA,L� ., ,"/o. ASG OinrNi;�y'` .. O QVERA F(S) . .RRIBR'N. . ). RFMIt1.M� OR FCC NAMF a OR OF4,...Y SlNA Property.Primary:($97,50Q,Q00.part LQxtngtan insutenceCompany.(Amerlcan $ Of$180,800,0001- 1;11113,250 OQ 4% Risk.PIaCernant:.. ° ) . .... • .. tritemational Group;Inc) Se ccs 4 T° . Yes PrimaryProperty($15,000,000 part Everestlndemnity insurance CompanyPlacement � ••• of:$150,000,000) (Everest Re:Group Ltd) 1:70,bp000 4% ,SIs ice .%� Yes k . .. .. eni s. PrimaryProperty($15,000,0001 part of$160,000,000): $170,500:00 ,: 4% Services, 4% • Yes. AmRisa Placement e p n • _. Starr Surplus l,ipes:Insuranee Com a y *•-- . Propofty($2 ,x00,000 part ( Company) ` . , Starr Surplus Linea Insurance of:$160,00.0;.000) Chubb Custom Insurance(Chubb Group $255,750.00 •8% N/A. N/A N/A :. of insuratide Com antes curity Ind mnity Co of Arizona Genesi 8e e Excess Property Named: Westchester Surplus Lines Insurance C :Qo 10%. .R P . .. •. . Q - isk Placement Windstorm'Only-,$.5M xs.$20M (Chubb Group'•of Insurance Companies) ,i,-) ,.4.0,.,n . . Services Yes • Excess Property $5M xs$25M . • Ironshare.Specialty Insurance Co(Fosun. $176,000:00 1 t.5% Risk Placcesement ° � Infernational Holdings Ltd) 6 /c Yea 8 Equipment Breakdown Property Casualty COof ° Risk Placement Travelers " America(The'Travelers Companies,Inc.) '4 -Services ° Yes $11,902.00 10 6 o/ s , • _UndenNri#elofLloyds,London. International$ 0900 °/ 50/ NbFine Art Floater (Underwriters at Lloyd's,London) 38,G , 7.baSpeoisI Risks, Inc. . ° Property Terrorism . er Lloyd oytl's London oN/A N A •Underwriters at ondon 28,5Q0.00 15 fo. N/A (Undenmrit s at Lloyd's London) / • • • d. =.I'.. tt:olitipst t1 °t6$ + �@ ';is fid '` w ,.> d 'Z" `'a 81 City of Miami Beach Sindable Quotations &Compensation Disclosure Schedule(Cont.) Some carriers pay Gallagher supplemental or contingent commissions in addition to the policy commission.Contingent Y ge t coirtmissions are typically contingent upon performance factors soch as.growth,profit;volume or retention,while supplemental commissions are not These supplemental or contingent commissions may range from less than 1%up.to 10%of the policy premium.Please refer to the Compensation Disclosure:or contact.your Gallagher representative for additional. information.: 11f the premium Is shdwn as an indication:The premium Indicated is an estimate provided by the market.The actual premium and acceptance of the coverage requested will be determined by the market after a:thorough review of the completed application, *A verbal quotation was received from:'this.carriers We are awaiting a quotation In writing. 2 The commission rate,is a percentage of annual premium excluding taxes&fees. • *'Gallagher is receiving %commission on this policy;.The fee due Gallagher will be reduced by the amount of the commissions received. 3-Wewereable to obtain more-advantageous terms and;conditio ns for you through an intermediary/wholesaler. 4*The non=Ga llagher`iritermediary/wholesaler did not provide their compensation Information for this proposal.The usual and customary compensation to a wholesaler/intermediary ranges from•5 h to 12%,but we cannotverify that range Is applicable in`connection with this proposal: • •• `(; Mf e kr fax NIT iy 82 City of Miami. Beach proposal Disclosures The following diisciosures are herebymade part of this proposal Please review these disclosures a prior to signing tate Client Authorization to Bind or e-mail confirmation: Proposal IMPORTANT:The proposal is an outline of certain terms and conditions of the insurance proposed by Disclaimer theinsurers,based on the information provided by your company:it does not include all the terms, coverages,exclusions,limitations.and/or conditionsof the actual policy contract language.The insurance. . policies themselves must be read for those details.Policy forms for your reference will be made available upon request. We wilt not be operating in a fiduciary capacity,but only as yourbroker,obtaining a variety of coverage terms and conditions to protect the risks of your enterprise;We will seek to bind those coverages based upon your authorization;however,we can make no warrantiesin respect to policy limits or coverage ' considerations of the carrier.Actual coverage is determined by policy language,so read all policies carefully.Contact us with questions ori these or any other issues of concern. : Corripensatior One of the Core valises highlighted in`T€te Gallagher Way states;"We are an Open Society, and our Disclosure open society extends to the compensation Gallagher receives.In general.Gallagher May be compensated as follows 1_ Gallagher Companies are primarily compensated from the usual and customary commissions or fees received from the brokerage and servicing of insurance policies,annuity,contracts,guarantee ';contracts and s riety bonds(collectively"insurance coverages")handled for a Client'saccount,which inay vary from company to company and insurance coverage to insurance:coverage. Aspermitted,by taw, Gallagher companies occasionally receive both commissions and fees: 2. • In placing,renewing,consulting on or servicing your insurance coverages,Gallagher Companies'may participate:in contingent and supplemental commission arrangements with intermediaries and insurance companies. Contingent commissions'provide for additional contingent compensation if underwriting,profitability,volume or retention goals are achieved.Such goals are typically based on the total amount of certain insurance coverages placed by Gallagher with the insurance company and/or through the intermediary,not on,an individual policy basis. Some insurance markets,including Gallagher-owned intermediaries,have modified their commission schedule With i Gallagher,resulting in an increase in Some commission rates.'These additional commissions,commonly. referred to as"supplemental commissions are known as of the effective date;but some insurance companies are paying this commission,later and apart from when commission is normally paid:at policy issuance. As a result;Gallagher may be considered to::have an incentive:to place your:insurance e coverages with a;particular insurance'company.:Note Upon request,your Gallagher representative can provide more specific:market information regarding contingent and supplemental'commission related to ; your insurance:coverage 3. Gallagher Companies may also receive investment income on fiduciary funds temporarilyheld by them,such as premiums or return premiums. 4. Gallagher companies may access other facilities including wholesalers,reinsurance intermediaries,captive managers,underwriting managers and others that act as intermediaries for both Gallagher and other brokers in the insurance marketplace Gallagher Companies may own some of these facilities,in whole or to part If such a facility was utilized in the placement of a client's account,tiie facility may have earned and retained customary brokerage commission or fees;for its work. • 5 Gallagher assists its customers in procuring premium finance quotes and unless prohibited by I law may earn'compensation for this value added service. 6 From tirrie totime,Gallagher may participate in insurance company promotional events or • training and development that insurers provide for Gallagher emploYees 7. , Gallagher strives to find a �ppopr'iate rcoverage ata competitive price for our customers. in order to achieve these goals,we gatherr and analyze data about our customersand their insurance coverage.: . 1 :stY�Y t„ e. { .. .. - 22 • • City of Miami Beach ProposalDiisclosutes (Cont.) , .This data and the resulting analytical toots help us better understand the current marketplace,more accurately predict future trends and offer tailored solutions to our`customers'. The data may also be • provided to insurers pursuant to eonsul5ng service agreements from which we earn fees; • t If you have specific questions about the compensation received: by Gallagher and its affiliates in relation to your insurance placements;please contact your Gallagher representative for more details. • In the event you With to register a formal complaint regarding compensation Gallagher receives from insurersor third parties,please send an a-mail to CoiizpensatioriComplaints@ajg.corn or send a letter to: • Compliance Officer Arthur J.Gallagher&Co. Two Pierce Piece,20th Floor Itasca,IL 50143' TRIAf(RIPRA if this proposal contains options to purchase TRIAfTRIPRA p coverage,the proposed TRIAITRIPRA 9 \ Disclaimer program may not cover all terrorism losses;While the amendments to TRIA eliminated the distinction between foreignand domestic acts of terrorism,a number of Itrtes of coverage excluded under'the amendments passed in 2005 remain excluded includingcommercial automobiles burglaryarid theft insurance;surety`insurance,farm owners Multiple oiland p' professional liabilitytafftiough directorsand " officers liability is specifically included)_If such excluded coverages are requirewe recommend that you consider purchasing a separate terrorism policy.Please note that a separate terrorism policy.for • these excluded coverages may be necessary to satisfy loan covenants or other contractual obligations; TRIPRA includes a$100 billion cap on insurers"aggregate liability. The TRIPRA program increases the amount needed in total losses by$20 million each calendar year , before the TRIPRA program responds from the 2015 trigger of$100 million to$200 million by the year 2020. i TRIPRA is set to expire on December 31,2020,There is no:certainty of extension,thus the coverage provided by your insurers:may or may not extend beyond December 31,2020.In the event you have i loan covenants or other contractual obligations requiring that.TRIAITRIPRA be maintained throughout l the duration Of your policy period we recommend that a separate"Stand Alone'terrorism policy be •1 purchased to satisfy.those obligations, t • • Actuarial. The information contained in this proposal is based on the_historical loss experience and exposures 3 Disclaimer provided fa Arthur J.Gallagher.Risk Management Services Inc. This proposal is not an actuarial study. i Should you wish to have this proposal reviewed'by an independent actuary;we will be pleased to provide l you with a listing o€actuaries for your use. j Florida State ArthurJ.Gallagher Risk Management Services Ina has made every attempt to identify and include all Taxes and.. State taxes,and assessments.Given the recent market events;we.arenot able to guarantee thea Surcharges ' complete accuracy of these amounts until the policies are issued.Additional amounts to comply with 1 : recent:legislature may apply, 'r :. I • • I l 4;-',....4 --.ste f S �" .. 0,,' e fie s", fi , 4 ',4t.i.K *..m v' Se-§,X a'i .... i - Z333 itilVEr'STI,Sunelinrin ratio, -Mnunr.11. tnam aj_corn Et l nr Can,.u{a Gallagher • insurrnce F Risk Management f consulting Compensation Disclosure Schedule Wholesaler, . • Wholesaler, I111GA,or imated - RIGA or A.IG Intermediary Annual Comm% Intermediary Owned Name Premium or Fee. o! ?Yes Coverage(s) • Carrier Name(s) 1 -2 3 4 or No General Liability Atlantic Specialty OneBeacari 0.00 5% 4 No Insurance Company . . 'Entertainment Personal Property Atlantic Specialty OneBeacon 0.00 Floater Insurance Company. , Entertainment• "dg 5% 4 No Some carriers pay Gallagher supplemental or contingent commissions in additionto the policy commission.Contingent commissions are typically contingent upon performance,factors such as growth,profit,volume or retention,'while supplemental commissions are not. These supplemental or contingent commissions may range from fess than 1%up to 10%of the policy premium..please refer to the Coirioensation Disclosure or contact your Gallagher representative for ' additional information:. 1. U-e were able to obtain more advantageous:terms and conditions for you throughan intermediary/wholesaler. 2. If the premium is shown as an in'd'ication The premium indicated:is an estimate provided by the market.The:actual premium and acceptance:of the coverage requested Will be determined by the market after a thorough reviewof the completed application. *A verbal ciuotation Was received from this carrier.We areawaiting a quotation in writing. 3. The commission rate Is a percentage of annual premium excluding taxes&fees, *Gallagheris receiving_o%commission on this policy.The fee due Gallagher will be,reduced by:the amount of the. Commissions received. 4. *The non-Gallagher intemiediary!wholesafer did not provide their compensation information for this proposal.The usual and customary compensation to a wholesaler/intermediary ranges from 5%to 12%,but we cannot verify that range is applicable in connection with this proposal. • : - 3?73 t31Ys•7 rsr i Stile+C.:h 1.05,v:-GG3R Gallagher H�sFwf3nnaa [ Insurance ) Risk Management.I Consulting tt ' Compensation Disclosure One of the core values highlighted in The.Gallagher Way states,4Weare are Open Society;"and our open society extends ; to•the compensation:Gallagher receives. In general,Gallagher may be compensated as follows_. 1, Gallagher Companies are primarily compensated froth the usual and customary commissions or fees received from the brokerage and servicing of insurance policies,"annuity contracts,guarantee contracts and surety bonds (collectively Insurance coverages')handled for a client's account,Which may vary from company to company and insurance coverage to insurance coverage. As permitted by law,Gallaghercompanies occasionallyreceive both commissions and fees. 2_ In placing,renewing',consulting on or servicing your insurance coverages,Gallagher Companies may participate : in contingent and supplemental commission arrangements with intermediaries and insurance Companies.. Contingent.commissions provide for additional compensation if Stipulated underwriting,profitability,volume or retention:goals are achieved. :Such goals are typically based on the tete!amount of:certain insurance coverages placed by Gallagher with the particular insurance company and/or through the particular intermediary,not on an ' individual policy basis_ Some insurance Markets,including Gallagher-owned intermediaries„have modified their commission schedule with Gallagher,resulting in an increase in certain commission.rates_These additional commissions,commonly referred :to'as"supplemental corrimrrssions"' are frequently known as of the effective date of the applicable insurance placement,but some insurance companies pay:this'commission•laterand apart from I When commission is normally paid at policy.issuance: As a result,Gallagher may be considered to have'an :incentive to glace your insurance coverages.with.a particular insurance company Note.Upon request your Gallagher representative can provide more specific market information regarding contingent and supplementai . { commission.related to your insurance'coverage placed through Gallagher:::... •$.. Gallagher Companies may also receive investment income on fiduciary funds temporarily held by them,such as 'premiums.or return premiums .' • i 4= Gallagher Companies may access other facilities,including wholesalers,'reinsurance intermediaries,captive managers;underwriting managers and others that act as intermediaries for both Gallagher and other brokers in the insurance marketplace. Gallagher Companies may own some of these facilities,in whole or in part. If such a • facility is utilized in the placement of a client's account,'the facility may earn and.retain customary brokerage . commission or fees for its Work. 5. Gallagher assists its clients.in procuringi premium finance quctes and unless prohibited by law may earn •eorripensatien•for this:optional value-added service: i 6. From time to:time,,Gallagher may participate in insurance companypromotional events or training and . development that insurers provide for Gallagher employees_p , : .. . g... . . 7. Gallagher strives to find appropriate coverage at a competitive price for our clients :.10-...order to achieve these goals,we gather and analyze data about our clients and their insurance coverage.`This data and the resulting analytical tools help us better understand the current trrarketplace,more accurately predict future trends and offer. tailored solutions to.our clients. 'This data may a.lso be provided to insurers'pursuant to'consulting service :I " agreements from which we earri.fees. • : if you have specific questions about"the compensation received by Gallagher and its affiliates in relation to your Insurance ,i placements,;please contact your.Gallagher representative for more.details; 1 In the event you wish to register a formal complaint regarding compensation Gallagher receives from insurers or third parties,please contact Gallagher via`e-mail at Compensat.ion_Compiaints@ajg;corn or by regular mail,at; l AJG Chief_ComplianceOflicer Arthur.J Gallagher&Ca. . . 2850 Golf Rd:,8Floor : Rolling Meadows,IL :60008 j Ji 1 City of Miami Beach December 2018-2019 Renewals • Crime E _ • Cyber Liability ..' • Excess Workers Compensation ® Storage Tank Liability } 3 • tfr_s-CORE360' • • . _Bindable Quotations 8t.Compensation Disclosure Schedule • Client Name;City of M.lami Beach . wx�5 s�sP�.�t " .c 3 �}V.: ."�. �'�y�..r`;9.iF Lc> h .:{.�. r,a ^`q P 'ur'., � ..;�4 i P �,=tfe"�, .n r,. . , ..,<,. Y'r ,.x$.. 3„ A ''o., ,. ...,may .,b e. 'I n' a SuY �, £ �e .: � xl'2,i;s dui ..h.:x ,mr.f.. ra¢•:�, ; ;,1<l. t� ,c ,,b t ,t,�... � ilT ._._ �tf� .._...,aV�r��y y?'u.0 �"""�It ,.�s'�j 17: y"t.',':<T00-?.t-Vi N�fd^e,�;si,". x.ITT r ry� -fro .,,,q= f:A - ,„ 4 .,,x. ":". ,b,. :1. : .e'+ y,,.,.. .,�: '_�iYl: + w..�,s r k tf hx i ., 1� :. 341 iPRj Ri;' ®. .Dy: .. ":.� ,w.. i`s. .�yry; ".�." .,��- �"� 4< „„,,,..,,,A,..„.4,.,, . i.L .<.�? ��p{�f. "ra,��, .'� ,. r£" -xl�# �a n. �� ) � .}i: � i'0:04,4, >,°rai.�"<, P,�M .-j A'"�:<�" f"a ''till?) G a :: i >�+"� 'at <d'.`. '�"F-+* .I�� ".:( r .a 'm ix.;,Wia28' j - vi Via#-. -.ti 1 t4a-x* ;.; t ,i 4! lsH s xs�i,.J :I-ia . ii n, A n' y '4—!+t 1r.�_ •v' i 4 , . .., .�cc- .[,." 76 �¢"�< y.: :`u�. tet.. _� .1'�..;. f.3i,� ih'�;.p-M ir... -"YQ ° C! ! ,� a..,s . a _ i:;� �1 �'a „ lig � ..� ...lek xx� .;. Y -.k. .i.:B�AI=t� ��* .. , or' ,.:: f moi. x'" � p,.. N '�� .'' '�cj..s:x' H�:1�`'• W' ,.: +�t,,,a,+.�f -if.:t,"� t,r :��, ,s-a4,- �;ut Sh,. A6.( , t ':.f,,. t ;rc` •.r # 'F c 1 6,.r,1' I .i lil ":z�, :,�.,, �.. 3 .r*�4*>:.p`,a,er-;, ¢;: ,i,, ,�: � :;<, .�: � , t.+ „K �-:-?` , ,^� ��"�,.ei}.. � x._ rr.+,l�r � `i,A,.Y f . t Kx {�.� ��s-:.< � -. 'd;�, ,. ..t,ir„. ``.i,-k '!,.rrpt:-it.,_..0.k.,iam., "'f # 4 .I• e 1 ?- t a ,, .� "N ,t , 8' '°dw�"• }, :.d. .s�,c,..�,,' "�I.. t 'li`,It ii " z '',.. - ....��, . I —_ � «,. reel x '� x •s ,r ti. ,a3 ...i^ .. _ - .. �r, [,uS�$'d'v: . li� '� h , ;. t 'tit,> .rtly,�f,'. Crima !' Travelers Casualty arid SuretyCo of America.(The •Travelers;Cotnpanies,Inc), ,.- r . Arthur J Gallagher-Chicago $7,$20.1)i] 1.d% ` 10°�o Illinois National Insurance Company(American . International Group,Inc . #.- ,t,t- -_ N/A i . Cyber Liability . AC:EAmerican insurance Company(ACE Group)*. N/A $20151.00 TO% ».. N/A Excess Safe .N • 1Norkers" ty atlonal Casualty Corporation(Tokio Marine N/A Compensation H0ldings,•lnc:) 363,fiia5.00 10% • N/A $ -. I We were able.to obtain more advantageous terms and.conditionsfor you through an intermediary/wholesaler, _ , ' 2 If the premium is shown as an indicationt The premium indicated Is an estimate provided by-the market,The actual premium and acceptance of the coverage requested mill be deterrnined.•bythe market after.a thorough.review of the cgmpleted'appiicatlorr. A verbal quotation'was received•from this carrier We awaiting a quotation in writing, • 3 The commission rate is a;percentage of annual premium exeluPiing taxes"&fees, • • '`Gallagher is receiving•_2.%o commission on this pglioy.The fee:due.Gallagher will be reduced bythe.amount of the commissions receivedl . • . • • • • - - • L'.>.r,�'4'�'� �re•»L xt ' n ✓* ,t:b#§+tbrak,,��+r'3`�P }pgyy}Ck , .. , ,M.....;n 4.J Yr.t,..os aovi.v Geimn5f,1r0 ad�:a(vtd0gdf grfi111 1.. itiltk r):8 m • IL0 • Proposal Disclosures The following disclosures are hereby made a of this proposal.Please review these disclosures prior to signing the Client Authorization to ( Bind or a-mail.confirmation. . • • Proposal Disciaimer IMPORTANT:The proposal and/or any executive summaries outline certain terms and conditions of the insurance proposed by the insurers, based on the information provided by your company. The insurance policies themselves inustbe read to fully understand the terms,coverages, exclusions,'limitations and/or Conditions of the actual policy contract of insurance. Policy forms will be Made available upon request:We make no warranties with respect to policy limits or coverage considera€ions of the Carrier. Compensation Disclosure 1,Gallagher Companies are primarily compensated from the usual and customary commissions,fees or,where permitted,a combination of. both,for brokerageand servicing of insurance policies,annuity contracts,guarantee contracts and surety bonds(collectively insurance coverages")handled for a client's account which may vary based On market conditions and the insuranceproduct placed for the client 2.In placing,renewing,consulting on or servicing your insurance coverages.Gallagher companies may participate in contingent and supplemental commission arrangements with intermediaries and insurance companies thatprovide for additional compensation if certain underwriting,profitability,volume or retention goals are achieved.Such goals are typically based,on the total amount of certain insurance coverages placed by.Gallagher with the insurance company,.not.on en individual policy basis. As a result,Gallagher may be considered to have an incentive to place your insurance coverage's with,a particular insurance company.if you do:not wish to have your commercial-insurance placement included inconsideration for additional compensation,contact your producer or service team for an Opt-out form. 3r Gallagher Companies may.receive investment income on fiduciary funds temporarily held by then),or from obtaining or generating premium finance quotes,unless prohibited by law: : • 4.Gallagher Companies may also access or have an ownership interest in other facilities,including'wholesalers,reinsurance intermediaries; captive managers,underwriting managers and other that act as intermediaries'for both Gallagher and other brokers in the insurance. marketplace some of which may earn and retain customary brokerage commission and fees-for their work: If you have specific questions about any compensation received by,Gaitagher and its affiliates in relation to your insurance placements,please 1 contact your Gallagher representative for more details. • t r In the event you wish to register a formai complaint regarding compensation Gallagher receives from insurers or third-parties,please contact Gallagher Via e-mail at Compensation,Complaints@ajg.com or by regularmail at: 1 Chief Compliance Officer Gallagher Global Brgtcerage : Arthur J.Gallagher&Co 2850.Golf Rd Rooiling Meadows,IL 60008 . • TRIA/TRIPRA Disclafrner • tf this proposal contains options to purchase TRiA/IRiPRA coverage,the proposed TRIA)TRIPRA program may not cover all.terrorism,losses. While the amendments toTRIA eliminated the distinction between foreign and domestic acts of terrorism,.a number of lines of coverage excluded under the amendments passed in 2005 remain excluded including commercial automobile,burglary and theft"insurance;surety ': insurance farm owners multiple perils and professional liability(although directors and officers liability is specifically included)_if such excluded coverages are required,we.recommend that you consider purchasing a separate terrorism y Please note that a separate ferret-ism policy for these excluded coverages may be necessary to satisfy loan covenants.brother'contractual obligations TRIPRA includes a$100 billion cap oh insurers'aggregate liability: The TRIPRA program increases the amount needed in tetal losses by$20milion each calendar year before the TRIPRA program responds • :: : from the 2015 trigger of$100 ration to•5200 milfron by the year:2020 • TRiPRA is set:to expire on December 31,.2020.There is no certainty,of extension,thus the coverage,provided by your insurers may or may not • exteend beyond December 31,2020,th the event you have load covenants Or Other contractual Obligations requiring thatTRlAffRIPRA be maintained throughout theduration of your policy period,we recommend theta separate"Stand Atone"terrorism policy be purchased to satisfy:.. those,obligations: F1 i Y ,3C �' y �V a e s I • • • . O �TN .. i • C I incl Quotations t ompen tion Disclosure Schedule dule Clie • nt Name:City of Miami•Beach. • • "ru�„�ha "a i° '� 4a �y i d:€-:`� 5# ,.�:,,.v i� R" fi�y-..Pyz "�:�'! .'r a- r-", r _,-'"'€ �.:: w:-'.�. ' � sas .� .a>.;. �,� :. ro: ..,,,,c.�-�* _a a».L s- .,,�.,. T ....>,:.. _5 .. �k:`ry��4r� x 'z' .1� ._r.., y��yY. �7�x�i. ! w s.., u}� .� yy ,'^s; . . _ . . .:_..... i,� .r: �.q�.:::,{• ..»„ ;. :.,.:„ .:,tL a ».,n, 5�i4�i"'^.w,,�. 'kit--: -, x'�. °'.a..6.:ui -�� ✓M.'!°:4��• ?l .x2 �� A': ��` M�'.�,A r-IW"�;p ��'Ly��yrr'��ST Yom°?" ..,-` rr?. 1��.. �b`Ti .. m�..'x fir.; �" .�. ...��... �....5�a'. r.?..-xa `4....� �a ,.� ...`�Z. ..:� ,.'t'. s k„„a6',.,4`� �7-�'d;,;:".:: ,'i�a�:.,s�'�"�' 'd,,:7.�sro e�.a��i ,;r- ,.`} ,.x ';.`'�r� -.,1. ,-z'.v ",�'.S'°,-' �.zs�.a�z�:,,. �`t- -_='tt' a;��-. -°�,, .:., •?Fa�'� »�, � .fir..' �i tt" 4�1 �7 �� "`t7 } + #; 4�r"z'�,.. � 3.ESQ q s �' '.i � �` # � � t»�' .. . . r ..., z;;::.,....,,*..a. 5 hY``•-.`5fit ly':,44, :.: ',av=a{. i q N tt '�F ?1• .�1!x+t1.•7_ T /4:--x C � IVU/1� 4 ,4 p � H - >;:s,: �= �;.�_ �.. �. � t�V_ �Lid �.f�R MPa`A CSR ' a G1 ($.ff�,. :: ,tC RR ER.i ��y ni // :, ,t,„ ;.L:. ""41/4:--xi-i',,'$. sr- a . a " . �. \`,x*Sl .�.t--. f. .-k'!:r}.� x -' �':LA:`. 1�� i�.,.r� s�i;,� T��!ri�"1 .�£' » jyi�.. I M "�w :�,' 3 237 � ..t e � A' s;.. .t ._;;ked g •;.. s,,4: _n v.:- q. x�,& ..» °a .4.+..- 3 0k.s•,...„.:•..,,,-1,'..` z .- .- is,. _ i .I� Irw IA'.ti :--r _ ._ -..: v+,:.viiLT ,.' . .:,,ax....: '". :r« ,3�r °».� iu':.8.. r j:.;� iY `...•x'rv'w. x •.. Storage-Tank `Commerce-and Industry Insurance Company ' _t Liability:, N/A $4,4$9.00 8 VO • N/A .. Y (Amerioan International Group,:100 ::1 We were able to:obtain more advantageous terms arid conditions for you through an intermediary/wholesaler. '. : __ • 2<ifthe premium is shown•as en Indication:The premium'lndicated'is an estimate:provided by the market,The actual premium and acceptance of the coverage requested will be • • determined by the market after a.thorough review of the completed application: • ' *A•verbal quotation was reeetved from thin Carrier.We"are awaiting a quotation in writing. 3 The comriUsslon tatests a percentage of annual premium excluding taxes&fees. - r CORE36CI Proposal Disclosures • The following:disclosures are hereby made a part of this proposal Please review thesee disclosures prior to signing the Client Authorization to Bind ore-mail confirmation. Proposal Disclaimer IMPORTANT The proposal andfor any executive si mmaries outline certain terms and conditions of the insurance proposed by the insurers, based on the information provided by your company_:The insurance policies themselves Must be read to fully understand the terms,coverages,. exclusions,limitations andfor conditions of the actual policy contract of insurance. Policy forms will be Made available upon request.,We make no warranties with respect to policy limits or coverage considerations of the comer. Compensation Disclosure 1.Gallagher Companies are primarily fromthe usual and customary commissions,feesor,wherepermitted,a combination of both,for brokerage and servicing of insurance policies,annuity contracts,:guarantee contracts and surety bonds(collectively insurance coverages")handled fora client's..account,which may vary based on market conditions and the insurance product placed for the client. 2.In placing,renewing,consulting on orservicing your insurance coverages,•Gallagher companies may participate in contingent and supplemental commission arrangements With intermediaries and insurance companies tha€provide for additional compensation if certain underwriting,profitability,volume or retention goats are achieved.Suchgoalsare typically-based on the total amount of certain insurance coverages placed by Gallagher with the insurance company,not orr an individual policy basis. As a result,Gallagher may be considered to have an incentive to place yourinsurance'.coverages`with a particular insurance company.If you do not wish to have your comtnercial insurance placement included in considerafton'for additional compensation,contact your producer or service team for an Opt-outforrn. 3.Gallagher Companies may receive investment income on fiduciary funds temporarily.held by them,or from obtaining or generating premium finance quotes,unless prohibited by law- 4, aw 4,Gallagher Companies may also access or have en ownership interest inother facilities,including wholesalers,reinsurance intermediaries, captive managers,underwritingmanagers and others that act as intermediaries for both Gallagher and other brokers in the insurance marketplace some of which may earn and retain customary brokerage commission and fees for their work. If you have specific questions about any compensation received by Gallagher and its affiliates in relation to your insurance placements,please contact Our Gallagher representative for more details. in the event you wish to register a formal complaint regarding compensation Gallagher receives from insurers or third-parties,please contact Gallagher via e-mail at Compensation_Complaints©ajg•com or by regularmail at Chief.Compliance Officer pallagher Global Brokerage. AArth aril_Ga[fagheri�Co.Go 2850 9 Golf Rd. • . Boffin Mead ows,:IL 60008 TRIAlTRiPRA Disclaimer. If this proposal contains options to purchase TRiAFTRIPRA coverage the proposed TRIAlTRIPRA program may not coverall terrorism losses.' While the amendments toTRIA eliminated the distinction between foreign and•domestic acts of terrorism a number of tines of coverage excluded under the amendments passed in 2005 remain excluded including commercial automobile,burglary and theft insurance;sure€y insurance,farm.owners multiple perils and professional liability(although directors and officers liability is specifically included)_If such excluded coverages are required,'we recommend that you consider purchasing a separate terrorism policy.Please note that a separateterrarisrr[policy for these excluded coverages may be necessary to satisfy loan covenants or other contractual obligations:TRiPRA:includes a$100 billion cap on insurers'aggregate liability, The TRIPRA program increases the amount needed in total losses by$20 million,eachcalendar.Year before the TRIPRA program responds from the 2015 trigger of$100 million to.$200 million by the year 2020 • TRIPRA is set to expire on December 31,.2020 There is no certainty of extension,thus the coverage provided by your insurers may or may not : extend beyond December31,2020.In the:event yoq have loan covenants or other contractual obligations requiring that TRiAFTRIPRA be maintained throughout the duration of your policy period,we recoil:MI*1 that a separate"Stand Alone"terrorism policy be purchased to satisfy those obligations. "fP 01,144`..4.,..- _' 74 444'4 Y kyr ;�b"l4�Me•g{'� r 15 �� 5. F - ... • 1 City of Miami Beach 2018 Flood Renewals • 65 NFIP policies totaling $339,268 in premium • Attached is proposal letter including Compensation Disclosure sent with each renewal • 2255 Glades Rd. Ste 200E 564 95-6706 Gallagher Boca Raton,FL 33431 www.ajg.cont • Insurance F Risk Ntanagerrient Consulting November 13, 2018 Ms. Sonia Bridges City of Miami Beach 1700 Convention Center.Drive • Miami Beach, FL 33139 • _ ,: Re: Renewal of Flood Policies : Policy No.: See attached Schedule • Expiration bate: various December 2018 Dear Ms.Bridges, • Enclosed please 'find the renewal invoice for the December 2018-2019 flood insurance policies. A flood insurance schedule has been enclosed . for your convenience. Included :in the premium is : our commission of 22% that compensates us for the placement and servicing of your insurance program. Please return a copy of the invoice along with your:check to our lock box address. Should you have any questions or need additionalinformation, please contact our office. Once coverage is bound,you may only cancel coverage in accordance with the:applicable rules and re ulations of NFIP. Minimum emium varies.based on the flood zone g pr , pre or post'firm eligibility and will include all non-refundable NFIP fees and surcharges.. Gallagher is responsible for the.placement of the above referenced Flood policy. It is understood that any other type of exposure/coverage is either self-insured or placed by another brokerage firm: other than Gallagher.. If youneed help:in placing:other lines of coverage or • covering other types of exposures, please contact your Gallagher representative. We are not aware of any changes in your exposure to loss, nor are we aware of any changes in your business Operations that'would necessitate additional coverage options. Please notify us immediately if you are planning any new business operations: Claims handling instructions are provided for:your convenience. •Please review the following page and advise.Should you have any questions. Please take a few moments to:review your flood insurance schedule and,should you find any corrections are needed, or if you have any questions, please contact me. I look forward to working with you:inthe coaling year Best Regards, Tara Morrone Client Service Manager. : Enclosures 03A18ArUnu1 Gni iirg!,er&co:,VI r,Isrra r I. ... . 44.3 2255 Gladen.Rd i Ste 200E (561)995=6706 Gallagher 133ca Ratan,FL 33431 www.aig.corn ( Insurance 1,Riskrelanagement 1 Consulting Important Disclosures ? The proposal,and any executive'sumt taxies included with or supplementing the proposal outlines certain terms and conditions of file insurance proposed by the insurers, based on the information providedby your company It does not include.all the terms, coverages;exclusions,limitations and/or conditions of the actual policy contract language. The insurance policies themselves must be read for those details: . Policy forms for your reference•will be made available upon:request. We will not be ,operating in a fiduciary capacity, but only as your broker.'obtaining a variety of coverage terms and conditions to protect the risks of your enterprise. We Will seek to bind those coverages based upon your authorization; however, we can make no warranties in respectto policy i limits or coverage considerations of the carrier. Actual coverage is determined by.policy language, so read all policies carefully. Contact us with questions on these or any other issues of coneerri. The . information contained in this proposal is based on the historical loss experience and 1 ' exposures provided to Arthur ,1, Gallagher Risk Management:Services Inc. This proposal is not an actuarial study. Should you wish to havefhis proposal reviewed by an independent actuary,we will be i •' pleased to provide you with a listing of actuaries for your use. . Co npensation Disclosure . One of the core values highlighted in The Gallagher Way states, 'We are an Open Society,'and our I ' open. society extends .to the compensation Gallagher receives. In.general,. Gallagher.'may be compensated as follows: :. i • 'l. Gallagher.Companies are primarily compensated from the usual and custoinaiy commissions or fees received from the brokerage and servicing of insurance policies, annuity contracts, guarantee contracts and surety bonds(collectively Insurance coverages°)handled for a client's account, which may vary from 'company to company and insurance.coverage to :insurance coverage. As permitted by law;Gallagher companies occasionally receive both commissions and fees. 2. In placing, renewing,consulting on or servicing your:insurance coverages}Gallagher Companies may participate in contingent and.supplemental commission arrangements with.intermediaries d and insurance companies. Contingent commissions provide for additional .compensation if I ' stipulated underwriting, profitability, volume or retention goals are, achieves Such goals are ' typically based on the total amount of certain insurance coverages placed by Gallagher With the • particular insurance company and/or through the particular interritediary, not:onan. individual • i polio basis Some insurance markets,including g Gailaghef-owned ntermedlanest`liave modified :. i • their commission schedule with.Gallagher, resulting in an:increase in certain commission rates. I These additional commissions,, commonly referred .tot as suppler;ental•.:commissions" are ' . frequently :known;es of th'e effective date;of the:applicable 'insurance:•placement; but some f ' instirasice companies pay this eomr;tissiol later and apart from when commission is normally paid • at policy'issuance. As a result, Gallagher: may be considered to have an incentive to place your insurance coverages with a particular insurance company Note Upon request,'your Gallagher. representative can :provide more' specific market :information: regarding contingent- and supplemental commission related to your insurance coverage pieced Through Gallagher. 3 Galla ghet.Cor ariies ma also receive investment income on fiduciaryrunds temp oraril y held p y . p y by :. them,such as:premiums:or return premiums: : MOTS ArilietrJ.GaOagherb`c C`'o.dflx,A 6hrrrseri,•ed. • . .. , 2255 Grades Reil Ste 20+18 (561M5-6706 Gala ti Bata Raten,,FL 33431 wmiuv ajg.corn insurance J Risk Management 1 Consulting 4 Gallagher Companies: may access other facilities, including wholesalers, reinsurance intermediaries, captive managers; underwriting managers and others that act as intermediaries for both Gallagher and other brokers in the insurance marketplace.: Gallagher Companies may . own some of these facilities,in whole or in part. if such a facility is utilized irr the placement of a . client's account,the facility:may earn and retain customary brokerage commission or fees for its work 5. Gallagher.assists its clients inprocuringpremium.finance quotes and.unless prohibited by law may earn compensation for this optional value-added service_ 6. From time to time,Gallagher may participate in insurance company promotional events or training and developmentthat insurers provide for Gallagher employees: 7. Gallagher.strives to find appropriate coverage at a competitive price for our clients. In order to achieve these:goals,we gather and analyze data about our clients and their insurance coverage. This data and the resulting analyticaltools help Us better understand the current marketplace, more accurately predict.future trends and offer tailored solutions to our clients. This data.may also b.e provided to insurers pursuant to consulting service agreements from which role earn fees,' • if you have specific questions about the compensation received by Gallagher and its affiliates in relation to your insurance placements piease contact your Gallagher representative kr more details. In the event you wish to register a formal;conplaint regarding,compensation.Gallagher receives from insurers or third parties, please contact Gallagher Via e-•-mail at Contpensattion Complaints@ajg.coni or by regular mail.at: , • AIG Chief Compliance Officer Arthur 4.Gallagher&Co. 2850 Golf Rd,,8'Floor Rolling Meadows;IL .60008 } • 620I3ArlkirJ.GaIt sh,C,*C." An Oglits"2.e, • • • • • • • • • ..•r Cit o iant B ch : • Miarli Beach 'Convention Center Builders Risk .• • jr ••• --s-4p4F}7} -f7 ,Lp o-"rtra ,l xe} Tc}nmfQr� - �` k ,�A�R � - ac} � !004 :� iSitK} k r }}`s' � i �Fx!} rer , t,2tiSIC} 'Ot k . � d+ 1{ w, s r ,.+ i iA * ' ,11.V ': at .el{ 3-- 1Zf1g130` cr� ,lU ' '! � �5i;� .t 4 . • � r{a x: - � !i 1 . Og',it}1llg S-i .. rt C : Q3k1 1 , 4g4.i Q11-g. ` i I * �2 €1J ` _'l � - , a � lax . ; , . !j , $� $190,0000 $0 $235;26971 $1 (,33.4t rC 6 � ,88 • • • • • �`Fbta! � `1 •$3,150;000 a0 1 80, $332,116.18 ,• $3(,621.44 t • • • • • • • • • • • • • • • • • • • g •• • : • . • City of Miami leach • Bindable Quotations • :.&-Compensation:Disclosuure.Schedule' • . ClientName:•Cityof.Miami Beach .. .' - • • ;' i , ' I L 1lnBR; MCaA OR INT,.. ; ARY )QST >< ,1Nfip . , . � r , = ; ;, xiJa j U /° Cly? ES) . ,-; QARRIEF NAME.($ '- t PR MIUM OR FEE? • NAND'', • QRF `YCS(NO N. COVERAGE(?) -Bnfiders-F�tst�-S•tan .ArthurJ•Gallagher Starr Ind$mnify&Lialjllity Company(Sfiafr .. .. • .Indemnity&•Liability•Company) 745 t 8, Limited - . • >1\4 • • Bu,iu iia f��sh�LeRuiytvu $9,341,696813 10^/r. Lexirlq#off•Insuraltce Company(American Risk Placement :International:Group; Inc) . Services./RPS Atlanta. gvvner's•Protective . :. . .eerkleyAsurance Company ON.FL. Arthur)Gallagher San Professional indemnity . . ': Berkley:Group) 649,000.0p 8254k,':i'rancisco 8.2�%a. Yes 1; ° • Lexington Insurance Company(American $1,890,000,00 1•0% Risk Placement• acement Suiiders Risk Starr 60%and... . International Graup,Inc),ino) Services 1 RPS Atlanta ° • 4�. Yes . Lexington 40% Starr lndemrlity$�Liability-Com: pany(.Starr .$1;260,000 QO 14% Arthur.J Gallagher(UK) % [ndemnity&,Liabill#yCompany) Limited. Yes Some carriers:pay Gallagher supplemental or contingent commissions in addition to`the policy commission,.Contingent commissions area �"icall contingent a �on Yp Yp performance factors such as growth;profit;volume_or retention,while supplementatcoMmiasions are net..:Thesesupplemental or contingent commissions may , . range from.less than 1.%up"to 10%pf:the policy premium Please refer to the Compensation Disclosure dor contact your Gallagher representative fir.additional . . information. :.:: ' 1*A:verbal quotation was received from this carrier.We are.awaiting a.quotation in writing..The premium•Indicated Is en estimate provided by the market The actual premium and • .acceptance:of the.coverage;requested will be determined by the market after a thorough review of the completed application :• . • - **A written•quotation-was received from this•carrier The premium'indicated Is an estimate provided by the market:•The actual premium and acceptance of the coverage requested • will be'determined by the market after a thorough;:review of the-completed application: • . 2 The:commission rate is.:a percentage'of:annual premium excluding taxes&fees. .. receiving _____%oottlnilssiot on this policy:The fee cine Gallagher will be reduced by the amount of the commissions received, *Gallagherer.is ° . 3 We were able:to obtain more advantageous•terms and conditions for you through an Intermediary!wholesaler, • • •• 4:*The non-Gallagher intermediary./wholesaler did not provide:their compensation Information tortilla proposal.The usual end custon`tary compensatian.to a wholesaler/Intermediary . ranges from-5%to 12 ,but we cannot verify that range Is applicable in connection with this proposal. - • • • •«.*.,<„�...•.. .o• w .rer-- r ', I' . ._ kii.; l . �x . llttio.OT.. gg pF tit .,,, 4 z • 2 •i • • • • • City of Miatai.Beach Proposal Disclosures The following disclosures are hereby made a part of this,proposal:Please review these disclosures prior to signing the Client Authorization to Bind or a-trail confirmation. Proposal IMPORTANT:Theproposal;and any executive summaries included with or supplementing the proposal Disclaimer outlines certain terms and conditions of the insurance proposed by the insurers,based the information provided by your company It does not include all the terms,coverages,exclusions,lmitafioris and/or conditions of the actual policy contract language.The insurance policies themselves must be read for those details_Policy forms for your reference Will be made available upon request. ' We will not be operating in a.fiduciary capacity,but only as your broker,obtaining a variety of coverage terms and conditions to protect the risks of your enterprise.We will seek to bind those coverages based upon your authorization;however,we can make no warranties in respect to policy limits or coverage . considerations of the carrier.Actual coverage is determined by policy language,so read all policies carefully.Contact us•with questions on theseor any other issues of concern. Compensation One of the core values highlighted in The'Gallagher Way states,"We:are art Open Society,"and our Disclosure ' : open society extends to the compensation GallagherGat[ tter receives, In general,Gallagher may be . compensated'as follows: 1. Gallagher Companies are pumanly compensated from the usual and customary commissions or fees received from the brokerage and servicing of insurance olicies annuiiy.contracts;guarantee contracts and surety bonds(co ectively Insurance coverages')handled for a client's account,which may vary from company to company and insurance coverage to insurance coverage. As permitted by law, Gallagher companies occasionally receive both commissions and fees. .... .. it 2. in placing,renewing,consulting on or servicing your insurance coverages,'Gallagher Companies may participate in contingent and supplemental commission arrangements with intermediaries and insurance.companies. Contingent commissions provide for additional compensation • if stipulated underwriting,profitability,volume or retention goals are achieved. Such goals are typically based on the total amount of certain insurance coverages placed by Gallagher with the particular insurance company and/or through the particular intermediary;not on an individual policy basis. Some insurance markets;including Gallagher,owned'intermediaries,have modified thei(commissiion schedule with Gallagher,resulting in an increase in certain commission rates These additional commissions commonly referred tows supplemental commissions"are frequently known as of the effective date of the applicable insurance placement but some insurance co , mpg les pay this commission lat..e r and:apart;. frowhen commission is normally paid at policy issuance. As a'result,Gallagher may be considred to have.an incentive to place your insurance coverages with a particular insurance company.Note:Upon request,your Gallagher representative can provide more specific market information regarding t contingent and supplemental commission related to your insurance coverage placed through Gallagher. • 3.: Gallagher Companies,may also receive investment income on fiduciary funds temporarily held by them,such as premiums or return premiums. 4. Gallagher Companies may access other facilities,including wholesalers,reinsurance intermediaries,captive managers,underwriting managers and others that act as intermediaries for both Gallagher and Other brokers in the insurance marketplace, Galla her Cervantes ma��own some of • these facilities,inwhole or in part •if such a facility is utilized iii the placement of a client's accotint the facility may earn and retain customary brokerage corrmission or fees for its work. :. y 5 Gallagher assists its clients in procuring premium finance quotes and unless prohibited by law _ : may earn compensation for this:optional value-added service. • a From time to time,Gallagher mayp articipate in insurance company promotional events or training and development that surers provide for Gallagher,em to ees 7 Gallagher strives to find appropriate coverage at a competitive price forour cfents.•In order to achieve thesegoals we gather and analyze,data about our clients and their insurance coverage. This 1 45 fl City of Miami Beach Proposal Disclosures(Cont:.) data and the resulting analytical toots help us better understand the cutrentmarketplace,more, accurately predicl future tends and offer tailored solutions to our clients.This data may also be provided • to insurers pursuant to consulting service agreements from which we earn fee& tf you have specific questions about the compensation received by Gallagher and its affiliates in relation • to your insurance placements,please contact your Gallagher representative for more details. In the event you wish:to register a.formal complaint regarding compensation Gallagher receives from insurers or third parties,please contact Gallagher via a-mal at CompensationComplaints@ajg.corn or by regularmail at NG Chief Compliance Officer Arthur.1.Gallagher&Go. 2550 Golf Rd,,8th Floor Rolling Meadows,IL 50008. TR1AITRIPRA If this proposal contains options to purchase IMAM?'PRA.coverage,the proposed TRLAI TRIPRA Disclaimer program may not cover all terrorism losses.Whilethe amendments to TRIA eliminated the distinction between foreign and domestic acts of terrorism,a number of lines of coverage excluded under the amendments passed in 2005 remain excluded including commercial automobile,:burs€ary and theft insurance;surety insurance farm owners multiple perils and professional liability(although directors and I officers liability is specifically included),.if such excluded coverages are required;we recommend that you considerpurchasing a separate terrorism poiicy.Please note that a separate terrorism policy for. : these excluded coverages may be necessary to satisfy loan covenar+,is or other contractual obligations. I TRIPRA includes a$100:billion cap on insurers'aggregate liabili The TRIPRA program increases the amountneeded in total hisses by$20 million each calendar year before the TRIPRA program responds From the 2015 friggef of$100 Million to$200 million by the year f 2020. TRiPRA is set to expire on December 31,2020_There is no certainty of extension,thus the coverage provided by.your insurers may or may not extend beyond December 31,2020.In the event you have loan covenants or other contractual obligations requiring thatTRIA/TRIPRAbe maintained:throughout the duration of your policy"period,we recommend that a separate"Stand Alone"terrorism policy be purchased to satisfy those obligations=:' . Property These property values were obtained using e desktop Property Esimatsoftware operated by non-. i • Estimator • appraisal professionals These property values represent general estimates which are notto be • 1 Disclaimer • considered a certified appraisal:'These property values include generalities and assumptions that May i :..produce inaccurate values for specific structures, Acttrarlal The information contained in this proposal is based on the historical loss experience and exposures Disciaimer provided to Arthur J:Gallagher RiskManagement Services Inc.,This•proposal is not an actuarial study. Shouldy ou wish to have this proposal reviewed by an independent actuary,we will be pleased to provide you with a listing of actuaries for your use ... Attachment C Schedule of Insurance 2018 _ _ INSURANCE SUMMARY Prepared For: City of Miami Beach ,Arthus!_Gallagher&Co. 1700 Convention Center Drive Miami Beach,FL 33139 Arthur J.GalI her Risk Mana Date Prepared:2!7912019 8313 NW 5a'street,slate eoe,Miami,Services,ss Page 1 of 12 ?Gake!., . .a e` RY}ECfecfnte ExprrabO irGompany,r .•. tfurnber ! Prertwm .Qe cnpho of Pmgect}h f rm:ts E .j t (Proper y ry 6/1/2018 f 6/1/2019 Lexington Insurance Co. 017728088 $1,108,250 $97,500,000 PIO$150,000,000 Primary f i Property 6/1/2018 , 6/1/2019 Everest Indemnity Insurance Co_ I CA3P006282181 :$170,500 i$15,000,000 P/O$150,000,000 • I i Certain Underwriters at Lloyds- AMR63415 AmRisc I i General Security Indemnity Co.of 107029659100411800 Primary 6/112018 6/1/2019 Arizona j $170,500 ; 1 $15,000,000 P/O$150,000,000 Property United Specialty Insurance Co_ USI2311000 ArnRisc Lexington Insurance Co.AmRisc i LEX01471262100 E Starr Surplus Lines Insurance Co. i Chubb Custom Insurance Co. i I 4 • Primary General Security Indemnity SLS I PI Y11076318 $255;750 $22,500 000 P/O$150,000,000 6/1/2018 6/1/2019 Property Co.of Arizona • j Executive Risk Specialty Insurance Co.• f I • Excess ! Westchester Surplus Lines $5,000,000 XS of$20,000,000 Property 6/1/2018 !6/1/2019 Insurance Co D37421820005 $224,000 Named Windstorm Only,Excluding Storm Surge Excess !6/1/2018 i 6/1/2019 Ironshore Specialty Insurance 0036285001 [ perty Company .$176,000 $5,000,000 XS$25,000,000 • IMPORTANT.-This summary is only an outline of the insurance porky arranged through this office-It does not include all of the terms,coverages,exclusions,limitations,and conditions in the actual insurance contract You must read the policy itself forthose details Ifo:reading the policy you have any questions,please contact this office. • INSURANCE SUMMARY Prepared For. - City of Miami Beach Arthur)_Gallagher&Ca 1700 Convention Center Drive Date Prepared:2/19/2019 Miami Beach,FL 33139 Arthur J.Gallagher Mei<Management Services,&tic 8333 NW 53 Street,Suite 600,Miami,FL 33166 Page 2 of 12 A?.s if6n qR OPer4&70. ijs�Coijeroges DedixctiWes t .. : �,. .... ': r d 1' TiSgkitta.7.1MITZES,MITA Primary Property Applicable sublimits: • •} Property Covered:All Real and Personal Property of the Insured including Business Income,Builder's Risk,Property in Transit,Ext-a Expense,Accounts Receivable, Valuable Papers and as more fully defined in the policy form. Additional Subliimits apply. Perils Insured:ALL RISKS OF DIRECT PHYSICAL LOSS OR DAMAGE INCLUDING EARTH MOVEMENT AND EXCLUDING EQUIPMENT BREAKDOWN,FLOOD AND TERRORISM Deductible:All perils except named windstorm: $100,000 per occurrence Named Storm:6.5%of total insured values at each location involved in loss,subject to a$1,000,000 minimum per occurrence.The minimum dollar deductible will be eroded by all losses/expenses at all covered locations affected by the loss,irrespective of whether or not the loss at any given location exceeds the 6.5%deductible. i , Limit•.$150,000,000 per occurrence excess,of underlying deductibles,subject to the following sub-limits: $20,000,000 Named Storm Per Occurrence $10,000,000 Earth Movement Per Occurrence/Annual Aggregate • . Included-Per Occurrence for Demolition and Increased Cost of Const(Coverage A) $10,000,000 Per Occurrence for.Demolition and Increased Cost of Construction(Coverage B and C). $17,452,230 Per Occurrence for Time Element(Gross Earnings,Section A and B) Included in Time Element Above Per Occurrence for Rental Value iii $10,000,000 Debris Removai $10,000,000 Extra Expense $10,000,000 Expediting Fxpense $10,000,000 Electronic Data and Media Extra Expense Included-Electronic Data and Media $5,000,000 Errors&Omissions • $5,000,000 Accounts Receivable $5,000,000 Valuable Papers and Records . $2,000,000 Newiy Acquired Property for 90 days $2,000,000 Property in the course of construction/$2,000,000 Plants,Trees,Lawns&Shrubs,subject to$1,000 Max.any one item!$5,500,000 Builders Risk • • IMPORTANT:This summary is only an outline of the insurance policy arranged through this office.It does not include all of the terms.coverages,exclusions,Lmdatiens,and conditions in the adual insurance contract You must read the potty iselfforthosedetails.If in reaming the policy you have any questions,please contact this office- r's • • INSURANCE SUMMARY Prepared For: o City of Miami Beach Arthur J.Gallagher&Co. 1700 Convention Center Drive Date Prepared:2/19/2019 Miami Beach,FL 33139 Arthur J.Gallaher Risk Management Services, 8333 NW 53''Street Suite 600.IJfiami,FL 33166 Page 3 of 12" 'Effe Vie: i s,j td�Xpir�ftOn! ° .13 ,'`°t:,tr S:.' ,iA _:ti:S� i r a �^� � aA a!t Numhe� �Bremm �� pIIescxip5ony oft_urltfsC°overag &c � > t Terrorism&Active Shooter 16/1/2018 j 6/1/2019 i Irflnshore Insurance 003173901 $28,500 See below Services,LLC a i IIescn Vie, Sa�anofi rts ..r9 r; . 1re 'tK"E s' 145W4a1;* ".,.*` 2M €z:'f,•�§;,'!1`�h t " y a ( Limit • I( S10.000 Any One Occurrence • $100,000,000 Any one Occurrence 1. i for Terrorism&Sabotage Coverage • IngresslEgress&Civil Military Authority 48 Hours Waiting Period • Sublimes: Service Interruption/Utilites 48 Hours Waiting Period $1,000,000 Any One Occurrence and in the Aggregate forActive Shooter - Event Coverage(security 100%PEM 4000) • • • i IMPORTANT_This summary is only an outline of the insurance policy arranged through this office.It does not include all of the terms,cove!,..,eocfusions,Imitations,and conditions in the actual insurance contract.You mristread the policy itselfforthose details lfhr marling the policy you have any questions,please contact this office. INSURANCE SUMMARY Prepared For_ City of Miami Beach Ar hurl.Gallagher&Co. • 1700 Convention Center Drive Miami Beach,FL 33139 Pate Prepared:2!19/2019 Arthur J.Gallagherr Risk MauagemeM Senrices,ces,Inc.8333 MW 53 street.suite 600:Miami,FL 33166 Page 4 of 12 • iixveragek' az i'Effective' s Ex € tion t x t l% v 6 �:,kYata E *Dae EfotTFPariyr , 1� az � PoLcy a teminm xtDescrrafroto#property Lrmri� r.s� 0 I ao- rx l r M moe , a t Coverages&Deductibles - +•ur ,1—..::4.� a�a ...;�m � ��'P�a_." ...� ?� F?.�. ?<._..<z,tt,_�, r,,;xi�h4�ka� .� �!��3.,.;;� ,fi �, �! Art Floater 6/1/2018 1 6/1/2019 1 Lloyds Underwriters CAB ,B07990L750670L $38,609 See below zSubiuntts? ,F, 7 m � ,� ,+ ©e�dtieslGonm ne Ys; s ,d 3 ` , ly a •.�;"•y- —_--._..�..... �, .�.`FF ._ex.ds .Yi.... .�:. . .... .. .,,.-,,w�u,�,x S`rat r.. .^'tT�, t: Deductible: $5,000 each and every loss but increased to$25,000 each and every loss in respect to windstorm except as follows: i ELoans and Exhibition Loans at the Bass Museum(Blanket) perpect of the'Holocaust'sculpture&`Miami Mountain' $100,000 occurrence Fire,Theft,Windstorm and Vandalism in ms $5,000,000 $25,000 per occurrence in respect of Flood fosses in respect of the'Mermaid'sculpture $200,000 per occurrence Rood losses respects to property at Bass Museum,2100 Collins Avenue,Miami Beach,FL , Whilst Temporarily located at any other location $15,000 per occurrence in respect of malicious damage and/or vandalism in respect of other losses policy deductibles to $1,000,000 apply in respect of the Sculpture by Dan Graham situated at 1100 Lincoln Road,South Beach,Miami. $100,000 per occurrence in respects of Legal Liability. In Transit $2,500,000 I i Legal Liability • I $1,500,000 Plus permanent unnamed locations up to a limit of USD$150,000 • • • • IMPORTANT:This summary is only an outline of the insurance policy arranged through this o8fce.It does not indude all of the terms,coverages exclusions,limitations and conditions in the actual insurance contact You must read the policy itself for those details.If in reading thepolicyycu have any questions,please contact this office. • . • • INSURANCE SUMMARY Prepared Fon City of Miami Beach Arthur j.Gallagher a Co. 1700 Convention Center Drive Date Prepared:2119!2019 Miami Beach,FL 33139 • Arthur J.Gallagher Risk Management Services,Inc. 8333 MN ar Street,Suite 600,Miami,FL 33166 Page 5 of 12 C°overage E E�G Effecttvs t;Expiration, .Company Pot c.t P`a egaur r i fTesenpt on of Prope ty 1�trtits Coverdges:&ETe ua cfibles Boiler& 6/1/2018 6/1/2019 Travelers Property I BME12H004413TIL16 I$11,902 j Machinery ; 1 &Casualty Co.of I America • See Below .Coverage Description:Boiler&Machinery is a type of property insurance that covers boilers and other pressure vessels,fired and unfired,as well as I { i 'machinery or electrical apparatus_The rightto inspect is reserved by the 1 I j I company for the well-being of the insured,as well as for compliance with state and/or local statutes. DeductibleslCommerrfs Combined Deductible:$10,000 • kiSeffaiitIA sz a41.16 ' Total Limit per Breakdown: $250,000,000 1 Property Damage(PD): Included in Total limit per Breakdown 2 Coverage Extensions and Limitations a Business Income Coverage Extension(Br): Included in Total Limit per Breakdown Business Income"Period of Restoration"extension: 365 Days b Extra Expense Coverage Extension(EE): Included in Total Limit per Breakdown - Extra Expense'Period of Restoration"extension: 365 Days c Spoilage Damage Coverage Extension-including Utility Interruption-Spoilage(SO): $100,000,000 Utility Interruption-Spoilage coverage applies only if the interruption 4 Hours • lasts at least(waiting period): • d Utility Interruption-Time Element Coverage Included in Total Limit per Breakdown Extension(U1.-TE):Utility Interruption-Time Element coverage applies only if the 4 Hours interruption lasts at least(waiting period): IMPORTANT.•This summary is only an outline of the insurance policy arranged through this ofice.It does not include all of the terms,coverages,exclusions,limitations,and condlionslathe actual insurance contract You must read the policy itself for those details If in reading the polity you have anyquesfions,please confect this office. . F • • • INSURANCE SUMMARY Prepared For: City of Miami Beach Arthur).Galjagher&Ca 1700 Convention Center Drive Date Prepared:2/19/20191 Miami Beach,FL 33139 Arthur J.Gallaher Risk Management Services,Inc 8333 NW 53 Street,Sude 600,Miami.FL 33166 Page 6 of 12 e Civil Authority Coverage Extension: 100 Miles 3 Weeks f"Dependent Property'Coverage $10,000,000 Extension:"Dependent Property" All Direct Supplying,Recipient,Manufacturing and Leader. Locations: Locations • g"Electronic Data'or"Media'Coverage Extension: $5,000,000. h Boor in Description Coverage Extension: See Errors&Omissions Endorsement EB T3 10 i Expediting Expense Coverage Extension: Included in Total Limit per Breakdown • j"Fungus',Wet Rot and Dry Rot Coverage Extension ' • (1)Property Damage: $100,000. (2)Business Income or Extra Expense: 60 Days k Hazardous Substance Limitation: $10,000,000. I Newly Acquired Locations Coverage Extension: Included in Total Limit per Breakdown Number of Days of Coverage: 365 Days m Ordinance or Law(Including Demolition and Increased Cost $10,000,000 of Construction)Coverage Extension: n Refrigerant Contamination Limitation: Included in Total Limit per Breakdown • o Water Damage Limitation: • Included in Total Limit per Breakdown • IMPORTANT:This summary is only en outline of the insurance policy arranged through this office.It does not include all of the terms,coverages,exclusions,limitations,and conditions in the actual insurance contract You must read the policy itself for those details.If in reading the policy you have anyqueslons please contact this office. • • • d • • • INSURANCE SUMMARY Prepared For: • City of Miami Beach Arthur)-Gallagher&Co. 1700 Convention Center Drive Date Prepared:2/19/2019 Miami Beach,FL 33139 Arthur.).Gallagher Risk Management Services,Inc 8333 NW 53'°Street State 600,Marro,FL 33186 Page 7 of 12 • h Gaverage coy Effechver ',s Ezprrettorr fat `Campan W {, �'PofryyiNn r bets r Kemrurtr Desc Cptwb of Lrmifs,Co�ierages I 1,1 5,si :•„� .,,.'"n�”h ' '+�' ' 5 .. i x - 7[, @ F, .1 a x dt�ct�fe5 �.. �_,_ . _ �L�y:a.aY�Nr{rn?'�j'�'�,�.�b k 4�, !�_:�5� '�1B..i ffis � �xt.g.L:WAst AE ,ii , .4'i i,.lafriZi Atlantic Specialty 10L0414203 TULIP GL 6/1/2018 6/1/2019 PerTULIPRatte See Below /III 's Each Common Cause Limit$1,000,000 Aggregate Limit$1,000,000 each"declared event" • Products&Completed Ops.Aggregate $1,000,000 Personal&Advertising Injury$1,000,000 • ! Each Occurrence$1,000,000 • Fire Damage(Any One Fire)$50,000 Eaveiag 1el° VIEffective,g H y EXpu o0DafeF Companys4$ ( 1 1Pg NUmber'xr1P'remlum efi E Qescripiron=at'LrmitsAC`ovemges,,w e`u xk� olrc frDedttcQt l9 v a ki p ' 3u,. .-..< .i.s.3....t .. i < ,,., � ;k % 'r"'a.:s .ia �ax'aa, `�i•�:��v ,�'��_"~ _ .�.1,,�%- i-.t..�. '—_`._a ( Flood Policies Various j Various ;American Bankers :Various ;Various Flood Insurance for various City I insurance Company ! locations,located in Flood Zone A. 1 k Limits purchased depend on value of j ! structures. Maximum available limits I • + are$500,000 Buitding/$500,000 Contents - J....- — - -•--j • • • • • IMPORTIWT-This summary is only an outline of the insurance policy arranged through this office:It does not include all of the terms,coverages,exclusions,limfatioos,and conditions in the actual insurance ' contract You must read the paw itselffarthose details.If in reading the policy you have any questions,please contact this oSce. • • • • • • • • • • • • INSURANCE SUMMARY Prepared For City of Miami Beach Arthur).Calfagher&Co. 1700 Convention Center Drive Date Prepared:2/19/2019 Miami Beach,FL 33139 Arthur J.Cralla�herRskManagement Services,inc. 8333 NW 53 Street,Suite600,Miami,FL 33166 Page 8 of 12 • 'Coverage'S {,E#feciry-- E prratiosrpate�t Corsspan r' Polrc N irn6er Eremtunr a 'pe n r %E " £r �Date � s � �a � 3F k,-•,v a � r P�or�oft�mrLsi,Covengss&,, Crime i 12/21/2018 1 12/21/2019 Travelers Casualty and • c i See Belo Surety Co. m 106fi3 672 i$7 20 I • ure o encs flesrnpttor>of Psa e.� Coeera e� r t s i' "ducito' � 3 6 ..,<.4,.,3F ..,...,.�n`��N•1,,:, rar4ec i::SN�._ cv%t� tf.�., ..ia�.._�w 5.��s..,, .�ei� .."N�,.:.."musk k;�o. .. �_d�, � ,.��:��ak„ �2�""�bkz+�"-''� �9Za�.� .��" Employee Dishonesty • $1,000,000 $50,000 Forgery or Alteration Forgery or Alteration $1,000,000 $50,000 On Premises On Premises $1,000,000 • $50,000 In Transit In Transit $1,000,000 $50,000 Money Orders and Counterfeit Money • I Money Order&Counterfeit Paper Currency $1,000,000 I$50,000 Computer Fraud Computer Fraud J$1,000,000 ($50,000 Funds Transfer Fraud I Funds Transfer Fraud $1,000,000 i` 1 Claim Expense $25,000 . Social Engineering $500,000 t overag $ i i Effectre EXatign ., C'on f#i'E 'iMPohCy fumber Pr'erum :,3 r Pt� bescnpttoWofP,ogerLyl Lunts '� �' gs fi Date r prrD'atez ";'mpa + 'r Pa N ( H hmc rr : � �s..i. >:�t.',��.��,r.r^i��`,��,.• ,; at i.;.-�:��?�'� .�� ci �. ;•3� S.l� .��,�r�.��, �` ?�E�, ,<�,�Se,"G,r��, »�PttCaverage��bediYc�Ces r��r'� 3 {Storage Tank 12/31/2018 12/31/2019 I Commerce&Industry r 007509216 I$4,985 I See Below • • ( Insurance Company. ' I li:17,escription of Prope.ft",LiniiLs Coverage SdfAeditChlitessr 'Deductibles7Coi€tis;'etrfs K',, a %,;: , >Vk:TR -1 - '+ ' + / Limit of Liability: Deductible: $1,000,000 each incident $25,000 l$2,000,000 aggregate limit Retro Date_ Various Covered Locations:As per schedule on fife with Carrier • IMPORTANT.This summary is only an outline of the insurance policy arranged through this office.ft does not Include ell of the tones,coverages,exclusions,Lmilations,and cond,bonsin the actual insurance centrad,You must read the policy itself for those details,If in reading the policy you have any questions.please contact this office. e • • • • • • • • • J INSURANCE SUMMARY Prepared For. . City of Miami Beach Arthur).Gallagher&Co. 1700 Convention Center Drive Miami Beach,FL 33139 Arthur J.Gallagher Risk Management Services,Inc. Date Prepared:2/19/2019 W 8333 N 53m Street Sute 600•Miami,FL 33166 Page 9 of 12 • i Co erage �d rc Ef€e vie Date ExfrrraSorC Date Company " `Pat4cy C nrlbe i Pr¢mrutn ;a a ,bescr oYl oz LRntts Cave S45 �J Cyber liability , 12/21/2018 i 12/21/2019 i ACE American Insurance EONG2566269 ;$20,151 See below • f Company 6001 3Snhlsrn s 4Fz i -F il�eteaft�onGo'mrnehts .� z c v. �'" ..w,........_,.. .,..�,r�.r� ''. �.....r`:,ur�• .�e_��.....�..x+,r.,._ztsa-�a...._. ....- � .„......-...F,Ps�*^...,+t_r1��.-+SX.:.»��, �,.a'v '�5.,:y,".-.�.,�.i�....�::?� .�¢�_„. I Cyber Incident Response Fund-$1,000,000 $25,000 Standard Cyber Incident Response Team-$1,000,000 I$25,000 • Non Panel Response Provider-$100,000 i $25,000 Ili Business Interruption Loss&Extra Expenses$1,000,000-Waiting Period 10 Hours I$25,000 Unscheduled Providers$1,000,000-Waiting Period 10 Hours I$25,000 • IDigital Data Recovery-S1,000,000 I $25,000 Network Extortion-$1,000;000 1 $25,000 ' r 1 Cyber,Privacy&Network Security Liability-$1,000,000 I $25,000 1 Payment Card Loss-$1,000,000 I $25,000 Regulatory Proceedings-$1,000,000 I $25,000 Electronic,Social&Printed Media Liability-$1,000,000 ' $25,000 • Computer Fraud,.$100,000 $25,000 Funds Transfer Fraud-$100,000 I $25,000 Social Engineering Fraud-$100,000 $25,000 Retroactive Date-Full Prior Acts Pending or Prior Proceedings Date-12121/2018 XrrrH l Coverage ° 1/ t EftecttYe t Exptrahon Con anyr 1 ttf aPai�c illlumbet SPremtuoll� �*Descn titon �trniC�Covere es& S +U 4�i bl & �Pr Date rr ` '`.F1�ate" �:.E'iDedtic8bfei' ✓ —1-12/21/2018 .a'i _a.�ir '°•wwt ,.„a. 3.' �' E t 'kat/• tfiy: r. ,Au� .....,tri..,», .__Js_.:'_r... ._ ,E .1 P. eo,' U Excess Workers ! 12/21/2018 12/21/2019 I Safety National Casualty t SP4059925 $383,795 See below I Compensation i Corp. • • • • IMPORTANT;This summary is only en outline of the insurance policy arranged through this office.It does not include alt of the terms,coverages,exclusions,limitations,and conditions in Mia actual insurance contract You must read the poloyitself forthose details if in leading the poliyyou have any questions please contact this ounce. • • • • • • • � r • INSURANCE SUMMARY Prepared For: • City of Miami Beach Arthur].Gallagher sr Co. 1700 Convention Center Drive Miami Beach,FL 33139 ArttwrJ.GallagherrJa�her R zc Management Services,Inc. Date Prepared:2/19/2019 8333 NN 53 Street,Suite 600,Miami;FL 33166 Page 10 of 12 fescrspfton oft coifs overa`g 3 Coverage A-Workers Compensation Statutory I Employers'Liability 51,000,000 Per Occurrence Employers' $1.000,000 Self-Insured Retention Per Occurrence I • I Liability $1,000,000 Aggregate 1 . I Payroll at inception $150,507,850 _ 1 Coverage Effecfrve Ex rrahouCompan m> Pohc Numer Premiu n Descnn of ttmt Coetap ,;1e zit � � x� Date ? Date I _ 3 a k Ntr ; s p1 1 Builders Risk: 112/12/2015 13/1112019 I Starr Indemnity&Liability Co. I SICON1000703210 $3,542,115 t $420,000,000 p/o$700,000,000 £ Convention Center • It I Lexington Insurance Co 112674929 • 3 $280,000,000 p/o$700,000,000 IIescrtphoj1 aFLimtt Covetagesr t� �? aafi � F 4 ,rte, <" c I x.�1:P*.��"�,•. ., 'gar.,.�nGr..c,��w3e..< ��t �,�,.4�'.'�'��`16.�:�s��im�r xN;��;�f""< d;�.�»� .. ,„t„DedrSCtl�TieS*� 1 Builders Risk.Convention Center I $700,000,000 =" � •L 2a .r ?'m, I Property Insured in storage off the Site anywhere within the United States of America510.000.000 Named Windstorm and Flood -Any one Occurrence E Property Insured temporarily off the Site for any purpose anywhere within the United States OF-T- 5%of the value at risk at the time of loss,minimum USD 500,000 and a America r $10,000,000 maximum of USD10,000,000 Property Insured during the course of any Inland transit by road,rail or inland waterway, 1 Damage arising out of defects in material.workmanship,design.plan i Including place of storage and accommodation and all related loading and unloading t $10,000,000 ' It anywhere within the United States of America i or specification{LEG3/06} Any one Occurrence t Law or Ordinance(Coverage B and C only in respect of the Additional Limit(For the $150,000 i 1avoidance of doubt Coverage A is included within the Total Insurable Project value so no 4 $10,009,000 1 I separate Additional Limit is to apply) t I Windstorm_Any one Occurrence i Named Windstorm $100,000 Flood __ I $50,000.000} _ f $SO,000,OGO I Other Damage-Any one Occurrence Escalation Clause _ 125% $25,000 I I Fire Fighting and Service Charges $1,000,000. ` t In the event that more than one Deductible could apply,the largest single Plans,Drawings and Documents $5,000,000 l Reproduction of Computer Records $5,000,000 Deductible only to apply. I Temporary Repair j $5,000,000 Professional Fee $2,500,000• • IMPORTANT:This summary fs only en suIDne of the insurance policy arranged through this ofirce.!Id=netinUude all of the terms overages,exclusions,Lmifaffons,and conditions in the actual insurance contract You must read the pc11cy itself fir!lose details If in reading the policy you have any questions,please contact this°ince. • • • • • • • INSURANCE SUMMARY • Prepared For. city of Miami Beach Arthus).Gallagher&Co. • 1700 Convention Center Drive Date Prepared:2/19/2019 Miami Beach,FL 33139 AtthurJ.GallagherRisk Management Services,ma - 8333 NW 53 Street,Sate 600,Miami,FL 33166 Page 11 of 12 Loss Minimization Expenses and Preventive Measures ( $5,000,000 I Leak Search Costs � $2,000,000 Pollution Clean-up Costs 1 $2,000,000 1 ' Continuing Kre Costs 52.000.000, I Claims Preparation Costs $1,000,000 i Debris.Removal _ - 20%of loss subject to a maximum limit of USD 25,000,000 any one Occurrence 1 Expediting Expenses i0.7%of loss subject to a maximum of USD 10,000,000 any one Occurrence 1 1 20%coinsurance,subject to a maximum limit of USD 20,000,000 any one I Extra Expense _ Occurrence i {{r++- h s.. .xEfa`y�ee.nc••t'n're_s';4 a[.,a.._. Ik r�d� K ` J .i= sPaa'tlic N int er '`i4 P Feesm'.r.srwm Desci nIir.�brf.'e'sr Ltm ifs Coveageas yEpitAidiiu0 Campariyt 4•a ,Coreag� i S- fa Et Dtqg. aDe£c &1rFx:g , - ry :I f.. -etfn ` Rf rI-Pi. nS,,,Fn' . . ixOwner's Protective 12/1212015 3/1/2019 Berkey Assurance Company I OOAB500157-1215 $617,883 I$20,000,000 Professional Indemnity • *Desc'r tto o Lmx#' Coverage5 , rj ( e p ��;,s :� ,,.....�.. .�'t � ''� 3 1".q w� " >:Setfti�GYGS+ „:7"--:110 "�t: E,a;:� ':, ssrt v1 ,3t�iM '; Protective E&O I $10,000,000 - Each Claim $10,000,000 A •re.ate Self-Insured Retention:Third Patty Claims-Each Claim Protective Contractor's Pollution •1 $10,000,000 Each Claim $25,000 I $10:000,000 Aggregate _ _ I Third Party Claims - __ .. _. I.. $10,00,000 !Each Claim $10,000,000 Aggregate _ Combined Policy Aggregate Limit I $10,000,000 1 iSupplemental Coveraaes _ _ Litigation Attendance Reimbursement $500 I Each ClaimlPer day —i L $10.000 1 Agg gate Expense Subpoena Defense I $10,000 , Each Claim $10,000 !Aggregate 1 ADA and FHA Defense Expense $25,000 Each Claim —� $25,000 1 Aggregate Corporate Reputation Rehabilitation $25,000 [Tech Claim $25,000 j Aggregate Protective Claim Bankruptcy Litigation ! Expense Reimbursement $25,000 Each Claus • I $25,000 (Aggregate ! '; IMPORTANT.This summary is only an cugine of the insurance policy arranged through this office,It does not include all of the terms.coverages;exclusions,liirnitations,and conditions in the anusl insurance contract You must read the policy itself for those details-If in reading the policy you have any questions,please contact this office.. INSURANCE SUMMARY • Prepared For. City of Miami Beach Art urj.Gallagher&Co. 1700 Convention Center Drive Date Prepared:2/1912019 Miami Beach,FL 33139 Arthur d Gallagher Risk Management Services;Inc 8333 NW 5.3m street.Suite 600.Miami,FL 33166 • Page 12 of 12 Building Information Modeling-Extra Expense $50,000 Each Claim I $50,000 Aggregate • • • • IMPORTANT:This summary is only an outline of the insurance policy arranged through this office.It does not include all of the terms,coverages,exclusions,Ihnitafons.and conditions in the actual'insurance contract You must read the policy itself for those details If in reading the policy you have any questions'please contact this office. • • • • 11 • • • Attachment D Loss Runs by Policy ..,., .., --. . . • • . - • . • .. • ... . •• • • • . . . • - .. .. .. • . ... • . ... . . . • • . - - . . .• . . . ::. or•c).. es"• ) : -••..-,: -„ : :• :!E ;.' . ... . • • - . . , • .. • • . • • • . , • ?AWS...- ,. ,•••, ,,.,....,..... .,.., ...--•i ,*•:-.4 -.113',Viii ...•<, I_. 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Insured;CITY OF MIAMI_ ACH , Policy NumberrCA3P006282.: GVERBST LOSS RUN • 'SPE R ESN,Polic Period:1)6/01/2018 06/01/2019 as of Mar 03 2019 LOB:Commercial Property Claim Number Rate of Loss Description of Loss Claimant Name Indemnity Pald Medical Paid Expense Paid Subro/ Deductible/ Total Paid - Claim Status Date Reported Cause of Loss : Driver/Class Cd Indemnity Reserve Medical Reserve. Expense Reserve Salvage Recovery Total Reserve Closed Pate: . ' Days Between. Loss State/Leo Num LossSubline Indemnity Incurred Medical incurred Expense Incurred Total.Incurred No Claims for this Policy Period 0,00 0,00 0;00 0.00 I 0 0.00 0:00 0;00 0 00 000 . 0s00 0.00 0:00 0.00 °0,00 Sub Total for SubLIne:.t 0 . 0.00 0,00 0,00 0.00 0.00 0,00. o:oo 0.00 ,:. 0.00 oQD 0.00 0.00 0.00 Sub Total for Line Of Euslness 0 :' 0.00 :'. 0..00 0.00 0.00 0.00 0:00 O;QO 0,00 Q 0 00 0:00 0.00 .00 0,00 0.00 t Sub Total for Policy Number;CA3P006282.181:.0 0,00 0,00 0.00 0.00 DOQ 000 000 0.00 .. - 0;00 -0,00 Q•00 0.00 0.00 0.00 Grand Total of Selected Years for Polley Number.GA3P006202 y 0 0.00 0,00 0.00 000 000 000 000 0.00 0,00 0.00 0.00 0:00 .:. 0.00.. • Run.Date March 4,2019 Page No, 1 of 1 t (Pc'Ci Print Date: 03/05/2019 Loss Run Dated - 01/3112019 City of Miami Beach Account No: 550774 Policy Term: 06/01/2018 — 06/01/2019 Policy Numbers: 101029659-10041-18-00 AMR-63415 LEX-014712621-00 051-23110-00 Broker Company: Risk Placement Services,Inc. No Claims found for this policy i - 1 Loss Paid Expense Paid Loss Reserve Expense Reserve Total Incurred Total All Years: • N � I This is not to be construed as an absolute statement of claims,but as a history located for this insured with the listed policy numbers. The Amrisc,LLC loss runs do not necessarily reflect all new claims,transactions or changes applicable within the last 30 days. Page 1 of 1 • • e.'*.p • ' • ' • • • . • ,,-„,,,,e.,•-,,.,‘*,.,..,I4IjSTARR E I •ALTY LINE • • •:' ': . r'rr4e."'"'"'"" 14 . . :: . . . 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N" . xN- 4* , a @ € —•. --,:l.,,-,-.-.-.4:44-,- + --''k '- ,4tfii c..,»,.-. 44 _&,,,w. �.�zs^1t • , • . • :6/01/2616—.6/0112019 'No Known or Reported Losses :. : $0,00 • • • • � ...,: t• :t+r n a tetA s'X� rd,s xs u , +siE � . V.o '„ ^v ,1 :444.Wv � � n& T4 ,.. s `., f Ys 'aka .� a.i � ; gy47' 41*14 �5x :'.:w0 ` .••, ,g5 . '' i .•0, .,.,tit.., 1., .'sz .. . ..c. • av:. .ur3 zs,E =�,.. k, :°'. :r srn,. -k n se x A:. •x� n fags % a 'C +.a. 4 � ;T ree.a,w w -r , • s i 'r dj' n-p A �wJ`' r ,�rx� e ; ",§ � �.~ " -�'�•:W ;d�� .�-.N i�;� s r•; ,.r s :.y,?�� .. **As'of3/01/20.19*No reserve numbers will be Siva on Open status olaims • �� I, • . — --,_ —— -----.„......................«.... ........«.............—..,—.. . ... : . • ', . ./. . . • , . r:. . . ..: • , . . : • :.4`4,K,N.TRONSHORII • : • ': ': - • - „ - .. , . .0 Aulvo,,,,,,i,iso.p.pw : , : . : :•: • , . :. : Loss Run'Report -7t7.\- . . . .. • . City:0 Mlan:t1 Doach :. . . . . Data,as or 03/05/2919 •- -.' : ... • f : 0, Atf,7 440,1/.;;8:172fdc„itYaWiT:„*V '''T4Fiftti414q.li";lig;.,j,k4i'L.,'.. ,,,,i-i','::::;:- .',iii,• :-:-1-107.,,t7,-Itio,"Orsitle'lligtztilW4M.74.1.1Wit,,,AAik,,'f..1.,Q,',1`,.„ffti:,.,4Y- 41°,#:,:;',::„.14kiiv-1.,,,,,'-211'i,...,,',:z„ir5,-: ‘,.f7z,„;'‘.:-ifteiit-t, No Claiins far this Polley. . . • . . ... . . . . . . . ... . .. . . . . . . . .... . , .. . . . . . . . ... , . • . . . . • • . • . . • • • ' . -. : -, : . . .., . . .. , . : . . . . . . . : . ..• . • .'' . .. .,.:: • • ' • - - • . • .. . . , • ":: . : . .. • • :. ::: . . .•. • . ::: :•. • : : . • - ; : : . . . . ; • • '...: . • . . • , . . . , • . . . . . . . • . .. . . .. . •• ... .. . . . . .. .. . (- . . . . • . . . - - . : . , • . .—. • . " - • - • • ' . ; . , . . . . . . .. . . ... :.. . . . . . .. . • . .•..: . • . . . . ..: - . . •, • - : : . ..• . . . . • •:- : - • . " . " .. 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Subtitle of Insurance:IaM[7 /CITY Fn/�IAMI.fl At H:,J,,.L 6 r �`D ay ;1 3t� 0f�p 3Y /fir/" r�017' pp�q 1•/ry 03Q/j L p C ...._e:.. „'>f,!.,...,....,s-._-; ,..11-•.' -feib i:_,, r:_`*i.f: :.,.Y, 1,1r40't).s.«. : ,4Vl a/FV1ll.?,.. .c,;Jiff t2.OIl.,f 9i t7/2..atA .ITI:'aM AT.f",- ,�''. . t,.F.!' ;i • ✓ Q : , ..9 $0.00. ,.. $ _,.. ,; ACCORDING TO. THE INSURED,AFIRE BROKE OUT IN THE ELE1lATOR_GNCINE ROOM AND THERE WAS ENSUING �Ino: ` $920 00 ••• . $0.00 $920.09 ° DAMAGE TO THE BUILDING-AND CONTENTS. Pd: $920.00 $0.00 $0.00 $920.00.. 5118: $0.00 $0.00 $0.00 $0.00 $ubtotals:for Subline of Insurance:SNID Total Claim Count:.1 Inc: $920.00 $0.00 $0.00 $920.00 • Pd: $920s00 $0.00 ' $0000 $920.00 $(1.00 $0.00 $0.00 Subtotals for Policy.;Number;2H004413 Total`Clalm Count;9 Inc: $920,00 $0.00 $0,00 $920.00 :_ $0.00 $0.00 $920,00 Pd; $920.00 0/S' $0.00 $0.04 $0.00 20,00 • Subtotals for Policy EU Date 06/0112017 Total.:Claim Cbunt Inc: $920:00 $0.00 $0.00 $920.00. Pd: $920.00 $0.00 • $0.00 $920.00 .. 0/S: $O:Op $9,00 $O;QO $0.00• • Subtotals'for Line of Insurance:P Total Claim Count:7 .:" 1nc; $920.00 0.00 $0,00 $920.00 Pd:. $920:00• $0.00 $OAO . $920.00 $ 000 v s: o, $0.00 $0.00 $a.o Report Grand Totals:.. :: _ Total Claim Count:1 • . Inc: .$920,00 $0,00 $0.00 $920.00 .. 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No CliInis for this POlicy 1 • • • • Tha Informadoneontomad wol&In basad on los.or clamps onIMlty jngwo aeofdoIoorcompllolfon and may bo incomplete or Indfinndo•Flnonelal Information included tot mamas is an formate only and doom not roIoctany anuhflogl n ofMdemnitypoyment.IrpnshoIo mow no roprgaontollon or warranty on to nacuraey or complajonoasol .lrtt4tmalbn donta0ad hmmin. I oil Intel Pald lndgmelt/&Expense. evi&In r- - +- • Risk Manager .flco One Beacon., 6Z, INS A ti Policy Loss Analysis Net of Deductible By Line of Business For All Locations Insured City of Miami Beach Tenant User Of Valuation: 03/06/201Q Loss Period: 06/01/2015 to 03/06/2019 ' Claim Stains: Open and Closed l„ine(s)of Btisiness: <All> • Incidents: Include Producer 0901379 SIC Code: 7909 000 Policy Number 0L04142 -0000 Policy Term: 06/01/2015-06/01/2016 NC)CLAIMS ON FILE • • •_ ., • • • • • 1:0936PM,2/6/2019 • .._. . • • -• - . . . ... . . . • . . . . . . ..-:. •• -. •-• ..• • - . .. , .. .... .. .. .. . . . ... . . . -.. ...... :. ..:. .• . ... • ...• , - •-• -- . . . . • • •• • .. ... . . . . . . . . . .. „, • . .... . . . . - Policy.Loss•Analy§is Net of Deductible By Line Business • . .• . - .. - . ,•••,,- • • -• • • • - • • • • . . - • * For All LocatiOns. . • • . - • 114#1-7,:'4' 'One Beacon h .. ,.„.. , • ' or INSIINA: ses ••• • •. • . . • insured City Of Mieml.BeachtSnant User Of . . Valuation: 03/05/2019 • - • • •• Loss Period:.'06/01/2015:to-03/06/2019 '• . ''• . . . . Claim Status: Open and Closed - . • • . - •Line(s).Of ausirlessr<All? - •••• - ••••••: • •• • • . • ••:-"•-•" • ••• Incidents:: 'Include • Producer .0901379', ''..-. :;:. :••- : ..• - :::.: - 1, • •• ' SIC Code: 7999 000. • ' _.+ '.'. ..:Policy Numbei::OL04142-:40001.•:: : ....: . . .. - • : : •• .• ..-... - :• Policy'fern): 06/01/2016-,06/01/2017. ' .: •. .- . • • . • :.,..... .• . . . . • •• - •:'..-. • ••.•• ". ' '' • • - - • " . . .. . . . __ . • ... . •. • • .• .. : Line of teitnessi••GenitALLiab...ija ........ . ..,.....;_,_••••.. . . . . ... . •- • .. . '''•. . ,.. . _ • ':••- ' nint„.,/0„fci : ,StifOX . ,,•••,..,.., 1• • •• :' • ••' Loss • Loss • Alloe.Exp• Exp. • SiiI3ro/ • Dad Amt . . •-•"!'•-••".7... :•status; .. : . :''''°"an‘•-. . - -:. ; .;; - : • riv$ • :Paid$ •.-RsyS.. .• Pc1.$ . :salvge-$ .: Subtotal$. Revd$ '_Total$.. * . . •- - •--- • • • • .. . • •••::• AB-20902T 01. •Open :. iehao&•Otie .. : , : -.... ' .-. . ..:.... :.; 20,000• ; : 0 ;;.24,075 .. 925 0 ..(.45,000 . 0 • 45,000 .. ..•••. .• • • . : • - - : .•Type of L.oss;.,-...:- OBI •': .• ••- .. -- . ., . ; ..••• . ... . . • • . . . . . . . . . .. . .. . . . . . ..; . .. ... ... . .; . . .... . . .... . .. .... , . • :••.:. ... • .. ::.:•-- • ::. • ••;;.::. :. .••:... . •i;:..;•. :!;;:.. ; i Claim Totals; 20,000- . •. ::: 0.: 24,075. . 925 - • • :p 45,000. . . • . 0 45,000. •• • • :.; ... i .... . • • . • ..Loa,l-Date. 04/.291..20..1.7. :Det.:.e R.ip.arled. 08/021201 7 Cla imStatus. Open .:Acodent.LocaIlonMiamiteach,FL... . -. ••- ••. .... ...'...,..•... . • .. ..••• ".• ..- " . .. •• ••-•- • •- . • • • I • ' •• . .I ••...Cause Of APatderit:•. Stipfrilpand Fall :StreettlReads.-;Elevators/Escalators. . . . . • • • - • . .. . .2. . . .. . ; ... . .. . - •• ;;;:. • :::Claire.Dteerlpfien;.plaimilht slipped and fell .... ...:-.,..".•...:• .... • . . ...... . ,. . : .:.-H:s - . .• -...•..,... . . . .. . • • , ..- . • • •„ •-:........ ......••-• :: ::•-.' ... '.!...,..::-•• .• - - - ..:-.. ' •.•: ••.. ..- • . - . . . .. , . .. .•,:•: •'•• ..TOLils..forf•General-Liability.:. ••• . • . •...•: :-.; . ... • 20,000 .! 0 24,075 025 0 45,000: . ..• 0. 45,000 , ;, • ... ... 1 (Claims) • •..•:••' •.•' : :. -' '•" ' •-: . • :: ' . .• , -- - • .• ... •.: • . • . • • - •-•• • • •-• • •• -- . • -• ... - . • - .. . • : . • .. . . - . ...... • - ..•... : - :--.•. .: .• • . • • - • • . •- •-• :-.•:.L . . . . ...:: ... : . . . . .. _•.• .. • . . • •••• - ..• ••-•••,.- ...-: .. .. ' . . -. . .- •• . .... . ._ • • •. .. ., ' ' " . . . . . . . . ' . . , .. . ... - . . . . . . . . .. . . . . . . . .. . .. . , • .. ... ... . - ......••••••• ..... . . • ,, - . . :. .. • • . . .. . . . .. . ... ... . ... .. . ..... ... . . . . . ... . .: . . . ....... . . .. .. . „ . ..... . .. . . .. ( .. _•._,. .•.• • •-• • •- • .•.." : . .:.: . •.• •• • . .. • .. .• • . . .. .. . . .. . . . . . . . . . . .. . . ,. • . •. • , . - - " " - - • ' •" " - . . . .. . . .. . . . . . . •-: • - • • -- • •• ".• • • - - - - .• . ... . .. '.. . ... . . . .. ... . . . . . ....• . . . . .. ,. . ..,. . ..: ... . . .. ... .. : . •. •.•- . •-• . .. ... . .. . . . . . . . ' .. .: . • .. . . . . . . . .. . . . .. . . . .. . .. .. . . .. . . . . . . . . . •. . . . .. ... . . . . . .. • . , . . : . . . "• - • • . • • •••- •• • " • • . . . . • •• . . .. . • •:. . -.:•• . •• • :• : •. . .. . . . ... .. . • . - - • ...... -..- .. . • ..... • . . . . ...... , . . .., . ... . . . • " . .. .. . . . . • • , ! • , ,_.. .., . .. . . . . • .. .. . . 1 . . . .. . . .. . .. • .. . . . . . . . .. .. . .. . . • • . . • . . ..... . .• • " . . . . .. . , " ' — • . . 2 • .. . • .. •' 1:09:35PM,.j/6/2019 . . - . :-... .. . . . . . :. • •• . . . " • " " . .. • • " • .. . • • - . ' " • • . ' : • . __ .... • . ... Policy Loss Analysis Netof DeductibleFor By Line of Business Locations iK INStXtIANCLi Insured City of Miami Beach Tenant User Of Valuation: 03/06/2019 11Loss Period 06/01/2015 to 03/06/2019 ClaimstatusOpenand Closed of Business: All . Incidents: Include Producer 0901379. SIC Code: 7999 000Total Loss - ' RSV$ ss AIa°Exp Exp$ Pd •. Sa Seto/ ' DedA Claimsai Total ivia$ Subtotal$ Rcvd$ $ Pod$ Rsv $ Totals for Policy GL04142'-0001 1 20,000 0 24;075 _ 02$ 0 45,000 0 45,000 I , 3 . 1:09:39PM,3/612019 Net.of Deductible Policy Loss Analysis By Line of Business �, :� For All Locations t� Ofe B acc)fINsuaAN Insured City of Miami Beach Tenant User Of Valuation.:03/05/2019 Loss Period: 06/01/201.5 to 03/06/2019 Claim.Status: Open and dosed Line(s)of Business: <All incidents: include Producer: 0901379 SIC Code: 7999 000 Policy Number GL04142 -0002 Policy Term: 06/01/2017-06/01/2018 NO CLAIMS AN PTL1r. 4 1':09;36PM,3/6/2019 • ( o Analysis Ptlicy Loss Analys" Net of Deductible By Line of Business For AN Locationsf3eaco • Insured: City of Miami Beach Tenant User Of . . Valuation: 03/05/2019 Loss Period: 06/01/2015 to 03/06/2019Claim Status:. 0' os en and Closed Line(s)( of :" ... Business:'<Alt Incidents: Include Producer. 0901379 e SIC Code: 7999 000 Policy Number GL04142 -0.003 Policy Term: 00/01/2010-06/0.1/2019 NO CLALVIS<ON PILE,.. • 6 1:09:36PM,3/6/2019 • Policy Loss Analysis Net of Deductible By Line of Business r Beacon. For All Locations One 1 8110 A N :e 1 Insured City of Miami Beach Tenant User Of Valuation:. 03/05/2019 Loss Period:%06/01/2015 to 03/06/2019 Claim Status:. Open and.Closed Line(s)of Business. AIi>.'. Incidonts:. Include Producer: 0901379 SIC Code 7999 000 Policy Number: PF91529 0000 Policy Term: 06/01/2018-06/01/2019 NO CLAIMS ON FILl • • 1.:09:36PM,3/6/2019 • 1 Report.Date:D9/2.51201.8: TRAVELERS Loss Run Report Report period requested;5 Years This Loss Run report presents claimsassociated with each applicable coverage OR.may indicate that no claim has been reported.If you have questions regarding this report,please contaot your underwriter.The report is based on data available on or about 9/21/2018. 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The.AlO Loss Run is a detail report,providingclaim'and finan tial Information. • • .'Run additional reports:using'IntelliRRisk'at . htt(s�//alg.com/ir: • • Certain claim information.may notbe:avelleblein this rep • ort,since date availability can vary based on the Insurance programer benefit state(duo to regulatory considerations)_ V • • Sotne:of the.conlentcontained I•n t•is report is subject la conli•dentlallly Igovs and may be privileged.This ration is intended fec.rpvlovf and.,use by euthorlced'rapresentadves of the insured or • •othgrpa•rties• •euth,prized •by •.the Insured.If you aro not the intended rar Isnt,you are hetaby'notltied that any-disclosure,copy or distribution of this Information is:strictly.prohlbited,as is the : • ' taidng of any soden by you:In reliance on its contents,If,you receivedthts eornmuntoattnn in error,please edify us immediately,. ��"r�-„w� 3 �,g. ? ' -w...,-$. t ,. : r.. "'°"q?,"•r s• •' '.. 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'" '�"q '0 `.` - .#.,rr y."W.r �&.,t • • • • • • • • • • • • r l InttZ/11 PAGE: a AIG Loss Run Financial Lines Claims polity; $RP 006179120-006-000 CITY QF MIAMI BVACH 12/21/2017 12121/2018 Report Date/Time: 09/25/2018 05:58 EST Valuation Date: 09/20/2018 Currency: USD tritiiirralrgP'.5,714,10'1.-rtif ';',1441,10afea•ut' fierft'O'PltiPtit-Prilergq-Ot-'41;;;;•42...k.'s1,2#,%1#461-14`''.!'", riMa 005/ .14P-Akt' , 71t, ,., evlip41,11xsolio A6,31z41 - ' OAT A No Claims for Polley 0061791249-008”000 /Criteria floaylovc0ti61f9124449.fictimq-,44---w 1411,P, , • E.- X Le-3 S Sdk e LA Se,:4-; 0 Vk • CORVEL Standard Loss Run Customer: City of Miami Beach,FL - Locations: All Valuation Date: 09/30/2018 Claim Status: All Claims Finance Detail Level 2: All Finance Amount Detail Level:------- None Claim Assigned to Inactive Locations: Included Group: None Filter: Injury Date Range: 10/1/2011 -9/30/2018 Prepared: 12/13/2018 10:14:14AM HIPAA WARNING-This report contain protected patient information Summary••,; Finance Detail Level 2 Paid-to-Date Reserves -Incurred $12,670,196.66 $2,641,702.33 $15,311,898.99 Gross $12,670,196.66 $2,641,702.33 $15,311,898.99 Recoveries ($80,673.73) ($80,673.73) Net $12,589,522.93 $15,231,225.26 Open Reopened Closed Total #of Claims 127' 27 2,144 2,298 • • • - 34-z)s-a o)e. 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II Run additional reports using IntelliRisk at https://aig.com/ir. - Certain claim information may not be available In this report,since data availability can vary based on the insurance program or benefit state(due to regulatory considerations.) •t Some of the content contained in this report is subject to confidentiality laws and may be privileged.This report Is Intended for review and use by authorized representatives of the insured or other parties authorized-by the.Insured.If you are not the Intended reciplent;'you are hereby notified that any disclosure,copy or distribution of this Information is strictly prohibited,as is the taking of any action by you in reliance on its contents.If you received this communication in error,please notify us immediately. , . ... :i -.4,. ?di<._� ,, ,1 iS:`t ,I,. i l ( t Y f i )t • -0 ./• • ; .: ,.. { '..,.i.,.2.-,,, - t ,,,,,pa(Intlimisp,se I40 w, :� Yrn } Y ,4•1e ,ds :r 71r,i ,.i. r1 # €, 4 1l .,f ,4, r ', E.c ,;l�i;.•/"';‘,/..,',12",:1,•,;;....1 - " s d -..t. ?'i ,'� 6-"t1:, r.. � .•:A t t ":"!/.7.1,::';;Ki ' ; a •r f86.1T89,11n01'intelliriskGalg c , , N t,, ;, , , 1J ,f �-;r • .. ... kl , .... mm.. ,.n 1 ntelliRisk® , . , PAGE: 2 1 ' ' . MG Loss Run • Policy: 0007509216-013-014 CITY OF MIAMI BEACH 12/31/2012-12/31/2013 Report Date/Time; 10/03/2018 11:48 EST Valuation Date; ..... 10/0212018 Currency: USD 11•N', 1,14gge,'7'.':'AreVirifF.,,,\I 14 s'>,7 7I''P Tir fall,FIPINIRM,‘`•-trigtrarrjril?1:•;!I.-,7114,14;ir.',, ':'IIRSORIEWV:' '''' g 4',.,,,et,',,410:i'l•','i N1'''',IiTign.',•T ,,,,f4,f0 l"1164KRII 4:1..1•,,iit w,- ,-, .,,,•.,,./1,, ,/g, 10 r,K,,I•,,,A,' 171,ii:NOVI 19,1,.!,,41,:14 1.‘ ‘;041.1,,kli A1-44 A,,,i.'.•, I,.'ft ••,,':iir y ' 1‘,1.v.i r:p, . ,,,54/Feltilyt'° STA i'' 4 E A tragittoL. ',- 4t,L,„:,„ .,„; • ..4),q, f(i ifo ,se';,41,41.40,44,0, .,...k AV,i.k),40r tIONN Li.likfri 1.I llI0-,',' f':,4,1 *Al,:Att., 4'il I'l-•ai:$1*. ,/,',,4!\90 P .,ten'', VS*.4.At Oti hoAttiaMptuaganA . illg,At t,;....s4te''':'c .,i'M•).. t.giTP., LA,l'AJOLV‘Al'ARZ,I, ''.0•,wsztox4,11$0*A •,k54 '• ,,-t,E04 t t•.1 "eavek4, v4. * •A—-.1,44 mg..,,,4Mi •li'l l,.••-+10 t, .A„,,,,,..k4. ••• 0571 / No Claims for Policy 0007509216-013-014 /Criteria .00 .00 .00 .00 ... ... , 11,lti.K5Stnc,tggq.,S9,2F1S-9M1,:g•YIKMPRIONarl,71:47:RANnigggigraMlatE1-910.1a45.A7-:=5.111Ugg.ffaNDIS!.;;Vitaglg.VMW.KCIV,:5,1MgWV:C9P,751.I.T.U.:400.1:',99;k1g•TAilgagANT:4; , ' 1 I ; I , . , , • • • • ' 1 Potential large loss statements provided for the following ranges:between$250K-$9991c,$1M-$2.999M,$3M-$4.999M, $5M-$7.499M,$7.5M-$9.909M,$10M-$14.999M,$15M-$19.999111,$20/1.4-$24.999M,end greater than 25M . ; . .. - • . ........................... . .............. — — . ,_. -~ . 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''('''' '414 ', Vip,14i: , 4' ',00 114;,Ak'. ,0,,;,,',=.,,,,":", g,01 ,'i,„,„1 lis, IA A/,A,a, 4‘, \i, ?„°',,,e,/,,,,',:!,1‘,&, 5,.,f„,_L___ t• •646,4,11 1.,,:.A•.•111 AA Alt,t6,..,,,,•,t',,i;'H,ii,..qt.,etig.w'a, 4., <liV,:,-K`W.•,,,It IlitiNdli wl,i vrkv;10"!vb,s141:4:!".0.4:110:s 4-10.,'-'111113/0 Ms.ii}'"'j'ii'': .eillja' Ai '4.1t`'' ::I"—6 15""u an uthuo.uno 940Z/Z0/04 :Neu uoiwnlITA IS3 81":44 940Z/C0/04 :01.141/°MO podeti 940Z/4E/Z4-1140Z/1•0/Z4 H9Val IVIVIIN d0 A110 940-840-94Z60gL000 :Aollod . unJ sso-I DIV 4' :30yd , . oNS/13 1 1 1 elU 1 m ,..............„,-......--. / — _--_ rAsE: 5 AIG Loss Run Policy: 000760926.013o17 CITY OF MIAMI BEACH 12/31/2015 12/31/2016Date/Time: 10/03/2018 11:48 EST Valuation Date: 10m2m08 Currency: uoo &t,W ‘P71.1k1-:>, 7.1 !•41 ,pr ot,"' Mitelgleti ft>: ; r• „An, 441-.4 NIA:v Li 4cAzo 'VTIO ,AY tAkt‘c 4"0,,,r ',41/47.:43 •,, $1,1104,,yAk: ,‘,14 r , "'• 057/ ' ^mClaims for Policy omm50oo6-nu-017 /Criteria ---------'--� - - -'--------' —�—'— -- '--� ---'--- —'--� -� ' .09 _--__-�f0_—_--- _.00----_� .00 . _-_ '- - -_a - _-' -_-'- __'-__-_-__-__ -, _ -_-~-.- °==""="l=. ` � r ! ' ! � — . .• . • Potential large loss PAGE: 6 AIC Loss Run Policy: 0007,509216-013-018 CITY OF MIAMI BEACH 12/31/2016-12/31/2017 Report Date/Time: • 10/03/2018 11:48 EST Valuation Date: 10/02/2018 Currency; USD III: 1:.�., . °.. . F. .....i�.d•i� - tr.,,if,,.....,•I6....).6.n.A.tT........;)�.I.w_.,j.,_..�1.. .}...........,_ r„6at !,..v�... ._♦ j,4 .;rId' ��E ", ..ii,�l�, r? Y x•r.t ,r7 r -I1 ; 4 # 1744i, � T,e� i {r` 4� „kite V*i .�t wl uWrap. '1 � +41Le* "','.'11� u �tIt {W�-31 � Ow. Y1 057/ 56... i / No Claims far Policy 0007509216-013-018 /Criteria _ ..._...__............ _. . ._.. .. .._...._......_..._ .._._..._._. _w._..._.. -........._..._....._..............._._...-..._. . ..-_..00.�...,..... ....... .... 00.- .00 _. ._......._:. -...... .00 Rol-5.2dDO5021.6 ,. .::3...vi, rfgYou - s . 'Z,.ri .7 .em uyri.ta. 0 LrysnsXt' a ,. : Y N:3itO;dr:atNaisQ� acYt:,fact�,� ODA .a' e :J) OO:4 • • • • Potential large loss statements provided for the following ranges:between$250K-$999K,$1M-$2.999M,$3M-$4.099M, $5M-$7.490M,$7.5M-$9.999M,$10M-$14.999M,$15M-$19.999M,$20M-$24.999M,and greater than 25M am:,.P.mx........*Punrsin mr•anpvatu..ourtz....wv..12uunrerasMI403N, i 4 I . . IniellifillSk° - PAGE: 7 , AIG Loss gun ' Policy; 0007509216-013.019 CITY OF MIAMI BEACH 12/31/2017-12/3112018 Report Date/Time: 10/03/2018 11:48 EST ' Valuation Date: 10/02/2018 , . Currency: USD , g,:,--,;;;Rp-----b,33,1".74"Ft.,.S:•i, ".";.::,,i7. v .Wkmnyfir,..,-mgeitgr.,,,i,,,p4:.44N1,414, 19{S, eA to, rdo ,i...1 ,ii,g,,,Ati lo ot'' ,1,-,,,..,Aottlitielly*iv6V, : .1r•,.,,v'1;4''..00a:i094,1,c04,, pkg,k,kw 0 ,...,, ,, ,,,I ,. py .'•-?.1,W.....J.;,,Vit...2?.1..,te,.....—L.,..:.,.„:..-..,',.,,:„...,:t.L.....-.•4,..,4.t.,4,..M.A.-4.11S..j.-„,..-•b.:.:,.„.44...„..*:„.1.:.1*-•::.4,0.4.:..1 J1..,.:.--.4,..,.4,,..„,. ....b..„...,:....,,.'''op.,.A—... ..'......»..4.,'..4:...:.....,.....A.,:,A.,,,'.?,; —4.11.02..'...t.A.... , 057/ / No Claims for Policy 0007509216-013-019 /Criteria f,T, S-15.q:f.N..,critiP.:(1.9Zg9.3F.O.RP:abbet.WagiaditY/MAMMARTtlf-VRARANIIZglgrif.E°.14t.riak.13.01.V.:;EIVRtlage-CREAFECZNARg.tIgRang549M.J.M;VAMMA9,91ria,;R:420;1.P?49qa (-- . . . .. • ! . • ! . : ! , : . ! , • • . , . . -.-- . Potent/charge loss statements provided for the following ranges:between$260K--$999K,$11V1-$2,999M,$3M- $5M-$7.499M,$7,5M-$9.99914,$10M-$14.999M,$15M-$19.909M,$20M-$24,999m,and greater than 25M , . , . l ----..- > • . .„---- . .. . • • . . • • . .. . . . ... ...... . . .. •" "• •- " •- • •. , . •• . , • . .. . • . . . . . : .. • ,--7,, • 1, -1 • 11 .0 ti ti. • . . . . . ' f'."-- (..) 5' 1:6"-- .S;',.-S .. s..•!-'‘. ..N.L z- .::\--L..4.€-'.. 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" - •.' •.. • -" . i • _. • • • ...Policy 00126/4929 041'000'"''CITY OPNIIAMI,BEACH,• - q,•,..-- -,.,:::,:,,,i-,,,,, -.. .... ..„ ...„::. ..:... ...:,.. ,..„ . :.. . ,,_.,,,„. ..,,. _.,...,,,, . • .:: ::•- .. • . _::' Filters'• --• ::. . - - -Statpp;7yklAS:1;':,-,:i1;:,--Z.41,2e- ',' • ..... ••• ..• .••-• •,...,• ,.,'•-...,..-' •••: 'F•R:,-1ZE'•'"" ,r„'""'r.'-7:::',';'.;•''.''...:: ' ... -- .. . '''t!..;:'.:t:"' •C'.4:'''' 7..:•••••',''•'-',;••;:•.•:•%'::i!. .. • .1' •• • . ....:' .. Requester ID:.. ,•-:. .-. 817046. -• . --7-1,v-7;02,--•',-- -.,,,,•; • .. - -:: ............. . - • :.-. • .: - Report DateITimeti; .03/0812019 122I !:.„: ••:: - . •.. , .•.„: .,, .... . , ., . , __ • .- : • .. , . . ' • . • ,,• , --'ValiiatkinDate: .--. .02/281-201g... .•;•;.,,,,,.. .•. ... . :.. . •••- --. • . . • „ _. . . . ... . . . .. ••• . . .. . . • • . , • .i -•.- .. 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Ccrtglti claiminform Otlen may not be available in thiare.poil;/since data availability can vary bailed on the insurance ptograin'or benallt state-Wile Iti:regulatorY considerations.): . • • • • •• • : ..: .•.. .. . . .. • . : - • ., . . . • , . .. . . .. .. . . . • , •: • • acme of the content stliteined in this report liadb.loct to:conlitlenllelitY laws WendmeYeeprIvilen.ed.;ThisropOit:leintended for review--.4.•rid,:ps•a by;eeth:orized representatives of the insured or. .. . ' ) . i otheePariciiiaelljoriZeci. y the Inagred.„if you era not the intended r,e610a•nt you ere here§ynOtlfied that any disclosure,copy or.dNtribution of this:Inform'ation Is striotiy prohibited;as is the .:. .. : .. .. . • • ' . • i • :.' 'tatting of any action by you In reliance on its contents.if you received this communication In error,please notify us Immediately, • • . . . • — . . . . 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Eleclrical Short Circul&Areing-BUS DUCT 12'FAILURE C MIAMiBEACH'CONVENTION CI.NTER„MIAMI SHAM.RAMAI c@AIG;COM 43,336.11 .00 .00 .00 .00 .43,335,11 BEACH,FL 33139 : CITY•OF MIAMI;BEACH 0251229 082-INST PROP POL--EXT COV __....._ 501-581684-001.. ..9268188696UB Closed • Natural Perils -Huai ne Typhoon, l • Cyclone 05/14/2018 . ... :05/18/2018 08/27/2018 "Troploal Stena(Sterrns") STORM DAMAGE TO INSURED .'CITY OF`MIAMI•AEAGH,1700 CoNvEi MIAMI LINOSEY,GREEN@AIGCOM 28,393.18 .00 .00'. BEACH;•FL33139 .. • • . : .. : .00 28393,18 • p0 CITY OF h 11AMI BEACH 025/229 082 I• NST• PROP POL-EXT COV _ _ 501-575599-001 64239419000S Closed REPLACEMENT OF DAMAGED GENERATOR BREAKER1/2 • .- -04/24/2018: ••05/01/2018 00/27/2018. - ' . • . MIAMI BEACH CONVENTION CENTER,MIAMI• :.LINDSEY.GREEN@AIGQOM :• °l: 34;896.41 '.00 - .00 .00 .00' 34,896,41 ".BEACH,fL33139 • • - CITY OF MIAMI:BEACH •• 025/229 • 082=1N8T P,(eOP PCI EXT CDV __ _.._ ..._ 501-503016401 - :9570913380U "S Closed Natural Perils HuMoane,Typhoon,Cyclone,:. • 09/10/2017 :10/09/2017 01/09/2018 Tropical Storm(Storms!) DUE TO HURRICANE IRMA" _ , ., CITY OF MIAMI BEACH 1700-CONVE,MIAMI LINDSEY.GREEN@AIG.COM : ,40 ,00 00 .. ,00 .00 .00 BEACH,:FL.33139 • CITY OF'MIAMI BEACH .- 025/229 082-INSTPROP POL-EXTdm/ 501-489056 001 :., 2531994844US Closed Natural Perils Hurricane,Typhoon,Cyclone, • • :.- 08/01/2017. 08/07/2017 09/l3/2018 :Tropical Storm(Storms.) INCLEMENT WEATHER ON 08/0 1901 ConventIon Center Ori-MIAMI,FL 33109 SHAM.RAMAI@AIG.COM; 140 520.54 00 • 8,261.07 ' .00 .00 151,781.61 - MIami Beach Convention Can 025/229 082-Nei'PROP POL EXT.COV. .601-479222.001 • 2194726152US.Closed ..: Water(Non Natural Peril)-Under Investigation; -• . . 05/22/2017 07/18/2017 08/14/2018.::during excavation and installation of a Lift Stall .. ' Miami Beach Convention Center,MIaml FL 3$109 SHAM RAMAI@AIG.COM 163505.39 .00 •.:•,00' .00 .00 • 163;60599' CITY OF MIAMI BEACH 025/229 0824NST PROP POC.z.EXT COV. 501-557724001 1858000745US.:Closed • .Other-Accidental Not Otherwise Specified: , 03/04/2017 •03/08/2018 05/30/2018 EUGENIO PAINTING COMPANY'S SCOPE WORK COMPROMISED I : MIAMI BEACH CONVENTION CENTER,MIAMI,FL LINDSEY.GREEN@AIG.COMi 38139. QO QO .00 .40 -171.64 111 54" i . • . **Certain claim'Information may notbe available since data availability can vary based an the Insurance program,:•. . • R SIG Loss Run PAG : s' • { Property.:-. . . 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A,e6. esa-£...-.wz: n.s_-- ., z..., ...::..1 .4.......:,..1.:4-.. �.4. ..,.,..,Y........�N+..__.,..e?t.9, ...r-..:... _: >}. . .,« . 4rIY. .,.�s � rc�6pYrS �T "i�l - : .CITYOFMIAMI'BEACH: 025/229.. •• 082-INSTPROF PO1.-EXT.COV. • r 501-5058054001 . .2876843613US Closed Collapse(Non Natural:Per11)=Other;COLLAPSE. .02/17/2017 10/03/2017 06/21/2018 WHILE IN TH PROCESS OF-CONSTRUCTING A TEMPORARY.CU. • SW QUADRANT OF 1H M800 PROI,nilarol,FL LINDSEY.GREEN@AIGCOM. 101,070.94 00 • ;00: .•.00 .00 ” 101,070,94 - 331a0. • CD•SEE4195445859US'CVN 025/229 082INSTPROP POI.'•EXTCQV . 501-416948-001 3275656806US Closed Flre•Electrical(non-heating or kitchen • 01/20/2017 . • 01/23/2017 02115/2017 equlpment)Jnciklent occurred at the conventlon center'inV City of Miami Beach Convention;Mlaml Beach,FL::.:LINDSEY,CREEN@AIG.C.OM 00 .00 .00 • ,00 .00. .00 83139 CITY OF MIAMI'BEACH 025/229 . 082•-INSTPROPPOL-EXTCOV: • : 501-42513q 007 , .42601378244U5 Closed ;Machinery Breakdown(Non Fire,Npn Eland) 1.0/24/2016 02114/2617 07/03/2018 .Electrical Short Circuit/Arcing It ie reported that an Convention.Center,,iMlami Beach,FI:33139 SHAM.RAMAI@AIG,CQM. 46,960,69 . .00 : .00 *XIII .00 46,960.69 CIN OF MIAMI.BEACH -' 025/229 - 082 INST PROP POL'-EXf•CO1/ _.. �_ • .-.501-425253401 • 4195445859US Closed Fire -.Electrical(non heatng or kitchen .:10/17/2016.•. •02/14/20.17 11/27/2017, equipment).Incident occurred:at.the convention center Inv City ofMiamI Beach'Convention,°:Miamiieaah FL ;SI•IAM.RAMAI©AIG:CIM .: •46,074.71 :• .00 .00.. .00 .00 • .48,074;71' 33139 ._._. 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" :t i ' Xa$ '}x `.xv4.:6x t; jt §YA,',-';'.;:i,:;---• 3r i,�2 ✓ „.i,' y -:2_••:. ys•, A „.• r T « A iC.' if',fi a .:=. qi Rs "G% � i;.„.;* 71 ., § - �g,, t,z.„,,,,,, r �„ �s" ,,?,..,,..,,,,,:::-,,,,.,,,,,..,,i7,-,,,,,,,,,,,,,,-,,,..,„. ^ i , tx • Li x P & :y€......,,:-.7:2,...?:-..,,',....”, s* '"<f,.*x a z _ s •Vi5` -,7 s � ty Ae' rr c t's, i .5 ' :•-.1,---.:::::•;41.:::?","..'. Jpz :» Mt � 'Sr. rq 1''; r r «"g..S,��arr . aac ,: # `m: � 't •# 3 ' d,"°�Pr } ^4"' ..: ;t�" <ssyet4 ,ak '4s .F , :..!,,,,,,,,-...."%.61:3;',,,,,'-'''':,,::4".:.,.;x :, a k z N{ 5 ru i iw71.�4;x +r r � ' r,...., « yys "i„ R1':-xs�S ki"" `� s s ^.., � y "*4 S a, i)...,.1'..,,,.:+1', . , a'c4 4 7 :s?°s f x " ,a^ �_ -, .1 "+ ,r� . •,„y. v �s"*,� - °_• : ',.ax'r`A ,:1 sawe'�t;;;��ma1,�;Tr p:),'i'gx,s'" r •'. "a"eiv't-.{ :'',� iY+ Vs zViXsal,._•srt2. v .._ . ;V''>.;` r3.,.^Me :F .,`'rn�4,"''k ` ' SYs• t.`-A ° ; .�f`v"i ,a't '*.r :.,,,,,P;;/..,g',.. a't,, n.�<. i.a -arve«..,1 `'''''*':,,4::•.; c5:41" .r a,kifkA a: ` ¢ , ,,. ,' c 1 • City of Miami Beach Executive Summary Your team at Arthur J. Gallagher & Company truly appreciates the opportunity to present this proposal for your consideration. We have worked together for many years to provide the City with a comprehensive and cost effective solution to its insurance program.We consider ourselves an extension of your Risk Management Department. Our team is available to consult not only on the placement of your insurance program, but on any risk management issues you are faced with. Thank you again for your continued partnership. About your Broker:Arthur J. Galiagher Risk Management Services,Inc. • AJG is the 4th largest Insurance Broker in the World. • We are a public company traded on the New York Stock Exchange. • More than 500 offices located throughout the world. • More than$20 billion of premium placed Worldwide. • Over 24,000 employees worldwide • Known nationally as the Public Entity and Scholastic experts, with unsurpassed FEMA public assistance expertise / ' • Recognized by Ethisphere Institute, for the fifth year in a row, as a World's Most Ethical Company. 132 companies are recognized,Gallagher being the only insurance brokerage firm ever earning this recognition. N MON- YQRLt3 <S S S7 C; LtD S 4�OST: V.WORMS 40SI', c9 WORLD'S MOST co WORL S MOST Lir WORLD'S MOST Ell o ITC ( o ETH ICAL ¢ETHICAL o ETHICAL c.1 COMPANEES c'COMPANIES' e.COMPANIES, c COMPANIES cv COMPANIES m COMPANIES Y{:YY.'ErxitSPHERE.&C 1 1.WW.£7H'SEi3FiE..^.4Pdi WW .EGfr HERE.CAMI ','j ,r;Tcs'E" @F Gf€R voswri,15,1sMcn3ki WV,,is er'rit$P6i .Cu1t ,.... LI,.* '''' ..,. ,''P-.1 .3,,/ '"trg'447- f A Ity . T ju i 3 %:" ''+ at About your Broker:Arthur j.Gallagher Risk M Man-agetnent Ser vices,arc. • Over 40 professionals specializing in the public sector in three branches throughout the\'state. • Number One Florida Public Entity&Scholastic Broker. • Number One Florida Property Broker-*over 20 Accounts with property schedules over$1 billion in TIV / • Market access and leverage with all major carriers that write public sector in Florida. • • Extensive knowledge and experience in public sector alternative risk and pooling programs. • Specialized resources on staff in the area of claim advocacy and loss prevention. • Our staff has extensive experience in handling Florida catastrophic windstorm claims. a • A long list of well-known satisfied clients serve as our best credentials ss ,�. ...k .,n -v. '4 kr 9�7'tc tom' *': :::'"-.14 - 1 ,.�aGaiia as -- .+ iiiE 4 � ,.. ., to � 3 2 City of Miami Beach ' State of the Market Over the past several years,we have enjoyed a soft pricing environment.With capital continuing to increase, carrier competition and demand for growth kept rates down in the core property and casualty lines. Through the first half of 2017,the industry posted a combined ratio of 100.7;the first time the industry posted a loss ratio over 100 since 2012 Additionally,net income dropped 29%in the first half of this year. Today,the industry sits in a worse position. Harvey, Irma and Maria insured losses are estimated to exceed$130 billion which would wipe out over 15%of the industry's surplus. While property insurance will experience obvious rate increases, other lines of coverage are impacted by the overall shift in the market as well. Property Insurance After several years of a soft market that provided numerous rate decreases,the property insurance market has taken a turn.Carriers are targeting 20-50%rate increases as a result of the following: • Irma Loss Estimate: $40-$50 Billion • Harvey Loss Estimate: $25-$30 Billion • Maria Loss Estimate: $15-$30 Billion • Wildfires Loss Estimate: $6 Billion In addition, flood coverage has become more limited and costly, especially when written on a stand-alone basis. While premiums will increase, we do not expect any shortage of capacity. Underwriters will be focusing on each individual risk; focusing on property construction, historical losses, and what Insureds are doing as respects loss mitigation. Overview of City Property 1. Concentration and Geographic Location of Property: The City of Miami Beach is a barrier island in South Florida with no inland spread of risk.This creates a challenge for the City of Miami Beach as well as for insurers who,need to manage their aggregates in wind-prone areas. • 2. Total Insured Values(TIV)—The City's values covered under the Property Program are$594,608,843. 3. Named Windstorm Sublimit—Last year,we.increased the Named Windstorm coverage to$30 Million. 4. How the market views the City of Miami Beach: In addition to the mere location of the City of Miami Beach, insurers expect that in the event of a medium to large hurricane,the City will sustain damage well in excess of the Named Windstorm Limit purchased. 5. 2018 Probable Maximum Loss (PML)— In the event of a 250 year storm, RMS projects the City's probable maximum loss for properties covered under the City's Property Program to be approximately $133.6 Million ground up. The projected gross loss(loss excess of the City's deductible)is approximately$116.2 Million. • Prot; Peior)tionnd IIp.` Gross oss; 0.10% 1,000 $252,785,646 $227,347,778 0.20% 500 $187,855,500 $165,999,524 2�0 1.00% I00 $78,170,785 $65,234,689 1 2.00% 1 50 $46,099,017 1 $35,778,933 5.00% 1 20 $14,959,783 $7,590,760 AAL $3,369,187 $2,464,883 C19 + '.2,- ,„x;,N T✓'.k*S- ""�'`` r sti'� ,pC ��:4- r5✓ .lSn.l.$ f [G�S�S3:'C:�CSS'G�. 3 City of Miami Beach 6. Flood Risk: Flood coverage is excluded under the City's Property Insurance Program. The City maintains individual flood insurance policies through the National Flood Insurance Program (NFIP)on most of its eligible properties.The Federal Emergency Management Agency(FEMA)will not provide assistance for a flood loss in the Special Flood Hazard Areas that could have been covered under the National Flood Insurance Program. 7. FEMA Public Assistance Program: As you are/aware, there is a general belief that FEMA's current Public Assistance Program is unsustainable and changes are underway. Many municipalities are taking steps to promote policies which will allow them to become less reliant on FEMA's assistance. The steps include evaluation of your insurance programs, maintaining adequate funds to proceed in recovery and repairs while awaiting FEMA reimbursement,and building up disaster funds in the event that FEMA does not respond as they have in the past. _ W-=. 4.471,',A4. t fog, .s°� vCgat 4 City of Miami Beach . ewai Efforts—Marketing Summary We have approached the following carriers inan effort to provide the most comprehensive and cost effective insurance program. COVERAGE. CARRIER POSITION. Lexington Insurance Company Property Quoted Westchester Surplus Lines ins.Co. Property Quoted Ironshore Specialty Ins Co(previously Liberty E&S) Property Quoted AmRisc(multiple carriers) Property Quoted Starr,Chubb Custom,General Security Property Quoted Swiss-First Specialty Insurance Corp, Property' Declined-Limited capacity Everest Property Quoted Arrowhead (multi carriers) Property No response Axis Surplus Ins.Co. Property Declined=Not able to compete Berkshire—National Fire&Marine Insurance Company Property Declined-Not able to compete •BRIT Global Specialty Property Declined-Limited capacity Colony Insurance Co. Property Declined-Limited capacity Endurance American Specialty Ins.Com. Property Pricing higher in excess NS layer Hiscox—Lloyds of London Property Declined-Limited capacity Arch Specialty Ins.Co. Property Declined-Not able to compete Allied World Assurance Co. Property Declined-Not able to compete James River Ins.Co. Property Declined-Not able to compete Evanston Ins.Co Property Declined-Not able to compete Landmark American Ins.Co. Property Declined-Limited capacity Scottsdale Insurance Company Property Declined-Notable to compete Lloyds of London Property Declined-Not able to compete Ventus—Western World Insurance Co. Property Declined-Limited capacity XL-Indian Harbor Ins.Co. Property Declined-Limited capacity Zurich-Steadfast Ins.Co. Property Declined-Not able to compete Travelers Property Casualty B&M Quoted Lloyds of London Art Floater Quoted Ironshore Terrorism Quoted �^�. +.- -- d"J°`, r°• :.-'r.F, r '� �«-y-Cr�...� « "�' @�fi � :_. �,e .tea F 5 City of Miami Beach Master Property Insurance Program The coverage and premium options contained in this Executive Summary do not include all terms, conditions, sublimits, deductibles and exclusions. In the event of a loss, you must refer to the actual policies that provide coverage. We approached numerous carriers on the City's behalf. Ultimately,we were able to add Amrisc and Everest at the prevailing terms and conditions. Carriers: Limit of Insurance • Lexington 65% Everest 10% $150,000,000 Per Occurrence I AmRisc 10% $ 20,000,000 Named Windstorm Sublimit Starr 15% • Westchester 100% $ 5,000,000 XS$20,000,000 Named Windstorm Only • Ironshore 100% $ 5,000,000 XS$25,000,000 Named Windstorm Only Total Insured Value: $594,914,956 1 All risk of direct physical loss or damage excluding equipment breakdown,flood and terrorism. Perils: Storm Surge is included in the definition of flood which is excluded under this insurance program. Deductibles: Named Windstorm Option II: of the Total Insured Values at each location involved, • subject to a minimum of$1,000,000 any one occurrence • All Other Perils $100,000 per occurrence Valuation: • Real and Personal Property Replacement Cost • Business Income/Rents Actual Loss Sustained Premium: $30MM Named Windstorm 6:5%Named Windstorm Deductible $2.105,000 Boiler and Machinery(B&M) Travelers offered a flat rate at this year's renewal. - Total Limit Per Breakdown: $250,000,000 Deductible: $10,000 Premium: $11,902 ,41 City of Miami Beach Fine Arts • Underwriters at Lloyd's continue to offer a very favorable program. This year, the underwriter has offered a flat renewal rate with the increase in premium a result of increased art values. Total Insured Value: $29,699,478 $5,000 each and every loss but increased to$25,000 each and every loss Deductibles: in respect of Windstorm. Policy contains amended deductibles for certain pieces of art/locations. Premium: $38,609 Loss Control is requesting the following information: 1.Current hurricane procedures in place for the large Casement windows on Park Ave 2. Confirmation that the double doors in the Lieberman Gallery were replaced. 3.Confirmation that the door to the machine room was replaced Note: 4. Is the CCTV in place with smartphone access to Executive leadership and Operations Management? 5. Have the operating hours been established for the central station alarms,with the alarm company? • 6.The Museum was taking bids for emergency or catastrophe movement of art to a safer environment—what is the status? 7.Updated hurricane procedures for sculpture and artwork located outside Terrorism&Active Shooter Coverage Ironshore is offering a fiat rate renewal this year. This includes both the terrorism coverage and the add-on"Active Shooter"coverage which would indemnify the City for business interruption and extra expenses incurred should you experience an Active Shooter event. • Total Insured Value: $594,914,956 Limits: $100,000,000 Property Damage Terrorism $ 1,000,000 Active Shooter $ 10,000 Any One Occurrence Deductibles: 48 hours Ingress/Egress 48 Hours Utilities Premium: $28,500 Subjec hies The insurance carriers have set forth the following subjectivities. Please note that failure to comply with these subjectivities can result in the cancellation of the City's insurance or denial of an otherwise covered claim. 1. Signed Terrorism Disclosure Forms(acceptance/rejection)at time of binding. 8 City of Miami Beach Cost Summary 20't 20481 `� 201:a-2015:•, Expinng°. ; Renewal Couerag� f. $30MM',NamediStorrnLimit;` $30 MMM Named Storm,Eirrit; ° 1 � :,_6.5%Named Storm Deductibl'e 6,5%Named Storn r Deductible Property _- ---- - --, $1,923,000 $2,105,000 Boiler&Machinery $11,907l $11,902 • Fine Arts $37,906 $38,609 Terrorism& Active Shooter Coverage $28,500 $28,500 • EMPA Surcharge $24 ••-5,4 OSt ? k ✓ BCS P • f „ � ✓ Zs Y �� '!,. ,-�'`;a�.+ tt #a i, G,' tt;�4 s #-.,, �.�7 •y�Yt '?Laa�,� Flood: in April,the National Flood Insurance Program (NFIP) issued a 4% rate increase.Accordingly,we estimate that the total premium for the City's Flood policies that renew this year(FY2018)will increase from approximately $343,000 to approximately$356,720.Note,these are estimates only. Conclusion After several years of a soft market, this year's property renewal certainly had its challenges. After extensive marketing,we successfully added AmRisc and Everest at the proposed terms and conditions. The response from the vast majority of carriers writing Catastrophic Florida Property reinforced the fact that despite the increase in premium, the City's Property Insurance Program is very competitive. We thank you for your trust in Gallagher, and look forward to continuing to serve the needs of the City of Miami Beach. • r ria s r-i i e 9 Attachment F Schedule of Values 2018 CITY OF MIAMI BEACH - SCHEDULE OF LOCATIONSIVALUES • - JUNE 01,2017-JUNE 01,2018 i I (jl iltelLoc,Bldg#_ Building Location Zip Building Value Contents Value BI/Rents Total Values Administrative 100 101 City Hall 1700 Convention Center Dr 33139 25,039,000 2,946,000 27,985,000 I 102 1 Old City Hall 1130 Washington An 33139 $8,332,000 $800,000 $162,301 $9,294,301 104 VCA Building 505-555 17th St 33139 2,149,000 228,000 2,377,000 105 Office Building 1701 Meridian An 33139 8,947,000 951,000 54,121.00 9,952,121 106 1 Property Management Facility 1833 Bay Road 33139 $5,007,000 $484,000 $5,491,000 1 107 Storage Building 3000 NW 125th Street 33167 600,000 500,000 Arts 200 201 Byron Caryie Theater 500 71st Street 33141 5,217,000 206,000 5,423,000 i 202 1 Jackie Gleason Theater 1700 Washington Av 33139 $71,566,000 $4,894,000 $76,460,000 203 Colony Theater 1040-1050 Lincoln Road 33139 4,863,000 368,000 218,340.00 5,449,340 204 1 Bass Museum 2101 Park An 33139 $14,630,000 $428,000 $15,058,000 205 1 Miami City Ballet 2200 Liberty Ave 33139 $15,152,000 $984,000 $18,136,000 - Police 300 301 Sallport/Police S.Station 6860 Indian Creek Dr 33141 434,000 102,000 536,000 302A Police Office Station - 1100 Washington An 33139 27,441,000 13,692,000 41,133,000 302B Police Station Garage 1100 Washington Ave 33139 20,781,000 6,216000 5594,000 27,571,000 - 303 ECOM(leased to ECOM) 210 2 Street 33139 169,000 - 0 169,000 I 304 Beach Patrol Building 1001 Ocean Dr 33139 832,000 105,000 937,000 I 305 Police Station 225 Washington An 33139 424,000 91,000 515,000 Fire 400 401 Fire Station#1 1051 Jefferson Av 33139 2,748,000 357,000 3,105,000 402 Fire Station#2 2300 Plnetree Dr 33140 5,624,000 785,000 , 6,409,000 403 Fire Station#2(Admin building) 2300 Plnetree Dr 33140 3,432,000 266,000 3,698,000 404 Fire Station Maintenance Fac, - 2300 Plnetree Dr 33140 1,616,000 209,000 1,724,000 405 Fire Station#3 5305 Collins An 33140 2,474,000 290,000 2,784,000 408 Fire Station#4 6860 Indian Creek Dr 33141 2,213,000 273,000 • 2,486,000 Public Works 500 501 ServIce Office Building 140 MacArthur Causeway 33139 4,278,000 357,000 4,635,000 502 Car Service/Office/Warehouse 140 MacArthur Causeway 33139 2,011,000 220,000 2,231,000 503 Electric Wave Garage 140 MacArthur Causeway 33139 294,000 79,000 373,000 504 Public Works Facill 451 Dade Boulevard 33139 2,949,000 606,000 3,555,000 • 506 Bayshore Maintenance Bldg. 2800 Meridian Way 33139 984,000 79,000 _ 1,063,000 i 507 Pump Stations-Var Loos - .Various Locations N/A 15,000,600 15,000,000 30,000,000 508 Parks Division,Nursery 2100 Meridian Av 33139 906,000 147,000 1,053,000 Public Restrooms 600 _ 601 Public Restrooms 4621 Collins An 33140 118,000 1,000 117,000 602 Public Restrooms 6475 Collins Ave 33140 87,000 1,000 88,000 603 Public Restrooms 2111 Miami Beach Dr. 33140 221,000 2,000 223,000 604 Public Restrooms 599 Ocean Dr 33139 642,940 642,940 - 605 Public Restrooms 5301 Collins Ave 33140 643,516 643,516 606 Public Restrooms 1200 Meridian Ave 33139 739,361 54,839 794,000 Parks 8 Recreation 700 701 Beach View Park Public Restrooms 5301 Collins Av 33140 221,000 1,000 222,000 ' 702 Crespi Recreation Center 7800 Crespi Rd 33139 131,000 2,000 133,000 703 Fairway Park-Pavilllon 200 Fairway Drive 33139 32,000 - 18,000 50,000 - I Flamingo Park 0 I 704 Police Athletic League Building-PAL/Teen Recreation Center 999 11th St , 33139 2,108,000 0 2,108,000 1 Attachment F City of Miami Beach 2018 Schedule of Values(2) Page 1 ' • CITY OF MIAMI BEACH 1 ' SCHEDULE OF LOCATIONS/VALUES JUNE 01,2017-JUNE 01,2018 _ • • lite/Loc Bldg 6 Building Location Zip Building Value Contents Value BI/Rents Total Values ...11 705 Baseball Stadium-Michigan An 999 11th St 33139 739,000 16,000 757,000 ' 706 Memorial Football Stadium 999 11th St _ 33139 434,000 14,000 448,000 ' • 707 Aquatic Center/Bathhouse/Indoor Pool 999 11th St 33139 340,000 3,000 343,000 708 Michnoff Fleidhouse 999 11th St 33139 299,000 5,000 304,000 710 1 Tennis Center-Office Building 1200 Meridian Ave 33139 $889,000 $118,000 $1,007,000 712 Neham Memorial Field House 999 11th St 33139 93,000 6,000 99,000 713 Lummus Park-Stage 9th Street&Ocean Drive 33139 53,000 0 412,500.00 465,500 714 Maurice Glbb Park-Marine Patrol Building18th Street and Purdy Av 33139 457,000 51,000 508,000 715 Muss Park Recreation Ctr 4400 Chase Av 33140 2,482,863 25,500 2,508,363 1 716 Normandy Isle Park Activity Center/Pool(Clubhouse) 7030 Trouvllle Esplanade 33141 325,000 22,000 347,000 717 Normandy Shores Park-Cart Bam 2401 Biarritz Drive 33141 616,000 616,000 1 718 Normandy Shares Park-Maintance Building 2401 Biarritz Drive _ 33141 397,000 397,000- 1 719 Normandy Shores Club House 2401 Biarritz Drive 33141 1,502,000 1,502,000 720 Normandy Shores Park-Rostroom 2401 Biarritz Drive 33141 53,000 53,000 725 North Shore Park Headquarters 501 72nd Street 33141 6,088,000 286,000 - 6,374,000 i _ 728 1 North Shore Community Ctr(Untried Senior Ctr) 7251 Collins Ave 33141 $1,890,000 $137,000 $2,027,000 729 1 North Shore Community Ctr(Stage Building) 7275 Collins Av ,33141 5468,000 $17,000 $485,000 730 North Shore Youth Center 501 72nd Street 33141 3,463,353 692,671 4,156,024 731 1 North Shore Youth Center(Tennis Center) 501 72nd Street 33141 $313,000 $12,000 $325,000 ( 732 1 North Shore Youth Center(Maintenance Building) 501 72nd Street 33141 $82,000 $14,000 $96,000 , 733 Polo Park-Nautilus Rec.Ctr 805 42nd St 33140 155000 0 - 155,000 1 734 South Pointe Park Pavlllion 1 S.Washington Av 33139 1,105,000 40,000 269,600.00 1,414,600 i 735 South Pointe Park Maintenance Building 1 S.Washington Av 33139 485,000 30,000 515,000 South Pointe Park Water Feature 1 S.Washington Av 33139 2,137,750 2,137,750 - 736 Stillwater Park Recreation CU 8440 Hawthorne Av 33141 ' 204,000 18,000 222,000 ) 737 Tatum Park Recreation Ctr 8050 Byron Av 33141 301,000 20,000 321,000 i 738 1 South Shore Community Ctr 833 6th St 33139 $3,542,000 - $249,000 $3,701,000 739 Garden Center,PB-62 2000 Convention Center Dr. 33139 501,000 34,000 140,000.00 675,000 744 Bayshore Club House 2301 Afton Road 33139 2,959,000 123,000 3,082,000 - I 745 Bayshore Club House Cart Barn 2301 Alton Road 33139 964,000 750,000 1,714,000 i 747 Carl Fisher Clubhouse-Building B 2001 Washington Av 33139 669,000 0 669,000 748 Acorn Theatre-Building A 2001 Washington Av 33139 260,000 0 260,000 749 Scott Rakow Youth Center 2700 Sheridan Dr 33140 13,527,000 585,000 14,112,000 751 Employee Lounge 8125 Collins Av 33141 65,000 14,000 7,200.00 86,200 753 Shade House 8125 Collins Av 33141 11,000 1,000 12,000 • 754 Log Cabin 8128 Collins Av 33141 139,000 17,000 156,000 765 Ocean Front Auditorium Building-Welcome Center 1001 Ocean Dr 33139 4,052,000 288,000 23,904.00 4,363,904 • I 748 1 North Beach Domino Park 7251 Collins Ave 33141 $58,000 $56,000 $112,000 j 756 1 Boys&Girls Club 1200 Meridian Ave 33139 $2,091,000 $182,000 $2,273,000 I Miscellaneous 800 i+ 801 EDP Equipment 4100 Pinetree Dr 33140 N/A 1,483,897 1,483,897 802 . EDP Equipment 140 Alton Dr/Rd 33139 N/A 246,858 246,858 803 EDP Equipment 7300 Wayne Av 33141 N/A 247,370 247,378 i 805 Outdoor Equipment Various Locations N/A N/A 800,000 800,000 1 Parking Garages 900 • J 1 Attachment F City of Miami Beach 2018 Schedule of Values(2) Page 2 • CITY OF MIAMI BEACH • I SCHEDULE OF LOCATIONSNALUES JUNE 01,2017-JUNE 01,2018 • �1 iitelLoc Bldg# Building Location Zip Building Value Contents Value BI/Rents Total Values ! th Street 1 901 Ballet Valet Garage 210 7th Street 33139 $ 16,791,000 780,000 $2,319,000 19,890,000 I 903 Pelican Garage 1301 Collins Ave. 33139 $ 6,379,000 352,000 $1,407,000 8,138,000 904 Anchor Garage&Shops(16th Street Parking Garage) 1550 Collins Ave 33139 $ 22,213,000 982,000 $3,896,000 26,891,000 • 905 17th Street Garage(Across from City Hell) 640 17th Street 33139 $ 40,051,000 2,272,000 $4,710,000 en, 47,033,000 _ 906 Middle Beach Garage 400 42nd Street 33140 $ 18,614,000 1,083,000 $917,000 20,594,000 I 907-' City Hall Annex(1755 Garage)/MMPF 1755 Meridian Ave. 33139 $ 31,051,000 3,333,000 $500,000 34,884,000 909 Pennsylvania Garage 1661 Pennsylvania Ave. 33139 $ 17,436,000 784,000 ' $860,000 19,080,000 j 910 Sunset Harbor Parking Garage 1900 Bay Rd. 33139 $ 15,489,000 651,000 $664,000 16,804,000 Residential 1000 • - 1001 1 Lottie Apartments 630-75th Street 33141 $1,510,000 $0 $79,704 $1,5119,704 i 1002 1 Madeleine Village Apartments 7861 Crespl Boulevard-Front 33141 $364,000 $0 $28,140 $392,140 1002 2 Madeleine Village Apartments 7861 Crespl Boulevard-Back 33141 $384,000 $0 $28,140 $392,140 '' I 1002 3 Madeleine Village Apartments 7871 Crespi Boulevard-Front 33141 $364,000 $0 $28,140 $392,140 "I' 1002- 4 Madeleine Village Apartments 7871 Crespl Boulevard-Back 33141 $364,000 $0 $28,140 $392,140 1003 1 Barclay Plaza Apartments 1940 Park Avenue 33139 $5,897,000 $0 $100,000 $5,997,000 1004 1 Neptune Apartments 1632 Meridian Avenue 33139 $2,618,000 $0 $205,000 $2,823,000 .p 1005 1 The London(1965) 1965 Washington Ave 33139 $998,000 $0 $998,000 •i • 1008 1 The London(1975) 1975 Washington Ave 33139 $2,851,000 $0 $2,851,000 Miscellaneous Property at City Peeks $11,000,000 TOTALS $ 498,394,783 $ 68,065,943 $ 17,452,230 $ 594,912,956 i $594,808,843 i Notes: $104,113 ' 0.02% Signature Location#202-Theater _, other 40%Class 11 -steel deck Print Name Location#103-Convention 100%Non Conbustible, Center steel deck over steel frame Date • i with concrete block and steel columns Roof Construction Is steel deck with Ilgth concrete,roof load Is 30 psf Foundation and slab are poured concrete Years of construction In red reflect pre-1995 construction for RMS modeling purposes.Otherwise,unknown. - ! 1 • • I I Attachment F City of Miami Beach 2018 Schedule of Values(2) _ Page 3 MIAMIBEACH City of Miami Beach, 1755 Meridian Avenue, 3rd Floor, Miami Beach, Florida 33139, www.miamibeachfl.aov PROCUREMENT DEPARTMENT Tel: 305-673-7490. ADDENDUM NO. 1 ' RFP 2019-048-WG INSURANCE BROKER OF RECORD March 7, 2019 This Addendum to the above-referenced RFP is issued In response to questions from prospective proposers, or other clarifications and revisions issued by the City. The RFP is amended in the following particulars only (deletions are shown by strikethrough and additions are underlined). I. MODIFICATIONS. RFP DUE DATE AND -TIME. The deadline for the receipt of proposals is extended until 3:00 PM, on Thursday, March 21, 2019, at the following location: City of Miami Beach, Procurement Department, 1755 Meridian Ave, 3' Floor, Miami Beach, FL 33139. 1 Additional questions received will be answered in a forthcoming addendum. Any questions regarding this Addendum should be submitted in writing to the Procurement Department to the attention of the individual named below, with a copy to the City Clerk's Office at RafaelGranado(a�miamibeachfl.gov. Procurement Contact: . Telephone: Email: Jason Crouch 305-673-7000, ext. 6694 JasonCrouch@miamibeachfl.gov Proposers are reminded to acknowledge receipt of this addendum as. part of your RFP submission. i rely, .12\_.., P1/1/(._ lex De is rocur ent Director ' r 7 ADDENDUM NO. 1 RFP 2019-048-WG MIAMI BEACH REQUEST FOR PROPOSALS ( RFP) INSURANCE BROKER OF RECORD 2019-048-WG RFP ISSUANCE DATE: FEBRUARY 14, 2019 PROPOSALS DUE: MARCH 14, 2019 AT 3:00 PM ISSUED BY: MIAMI CH Jason Crouch, Procurement Contracting Officer II PROCUREMENT DEPARTMENT 1755 Meridian Avenue, 3rd Floor, Miami Beach, FL 33139 305.673.7000 x 6694 I iasoncrouch@miamibeachfl.gov I www.miamibeachfl.gov MIAMI BEACH TABLE OF CONTENTS , SOLICITATION SECTIONS: PAGE 0190 NOT UTILIZED N/A 0200 INSTRUCTIONS TO PROPOSERS & GENERAL CONDITIONS 3 0300 SUBMITTAL INSTRUCTIONS & FORMAT' 12 0400 PROPOSAL EVALUATION 14 APPENDICES: PAGE APPENDIX A_ PROPOSAL CERTIFICATON, QUESTIONNAIRE AND AFFIDAVITS 16 APPENDIX B "NO PROPOSAL" FORM 23 APPENDIX C MINIMUM REQUIREMENTS &SPECIFICATIONS 25 APPENDIX D SPECIAL CONDITIONS 29 APPENDIX E INSURANCE REQUIREMENTS 31 RFP 2019-048-WG 2 MIAMI BEACH SECTION 0200 INSTRUCTIONS TO PROPOSERS&GENERAL CONDITIONS 1. GENERAL. This Request for Proposals (RFP) is issued by the City of Miami Beach, Florida (the "City"), as the means for prospective Proposers to submit their qualifications, proposed scopes of work and cost proposals (the "proposal") to the City for the City's consideration as an option in achieving the required scope of services and requirements as noted herein. All documents released in connection with this solicitation, including all appendixes and addenda, whether included herein or released under separate cover, comprise the solicitation, and are complementary to one another and together establish the complete terms, conditions and obligations of the Proposers and, subsequently,the successful Proposer(s)'.(the"contractor[s]") if this RFP results in an award. The City utilizes PublicPurchase (www.publicpurchase.com) for automatic notification of competitive solicitation opportunities and document fulfillment, including the issuance of any addendum to this RFP. Any prospective Proposer who has received this RFP by any means other than through PublicPurchase must register immediately with PublicPurchase to assure it receives any addendum issued to this RFP. Failure to receive an addendum may result in disqualification of proposal submitted. 2. PURPOSE The City is self-insured and self-administers claims for General, Automobile, and Professional Liability. We do not ' purchase excess coverage for these lines. The City is also self-insured for Workers' Compensation claims and has a third-party administrator that handles all claims. The City purchases Excess Workers' Compensation coverage, with a $1,000,000 self-insured retention. The City's property insurance needs are covered by the following six (6) policies: (1) National Flood Insurance Program ("NFIP), (2) All Risk (including windstorm), (3) Builder's Risk for Convention Center, (4) Boiler/Machinery (equipment breakdown), (5) Fine Arts (Bass Museum and Art in Public Places)and (6)Terrorism (including Active Shooter Coverage). Most of the policies renew on June 1, 2018. Other policies that are purchased by the City are Storage Tank Liability, Crime/Fidelity, and Cyber Liability's. The Total Insured Value (TIV) for all buildings/structures, throughout the City is $594,912,956, with an additional estimated $29,699,478 for Fine Arts (Bass Museum and Art in Public Places). The policy includes a Named Windstorm sublimit of $30 million. During the June 2015-16 policy period, the City moved the Miami Beach Convention Center ("MBCC") off the citywide All Risk property insurance program to a Builder's Risk policy while major renovations are underway (December 2015 —2019). The MBCC is the City's largest single structure, valued at approximately$445 million before the renovations, and expected to value$700 million after renovations. Flood coverage is excluded under the City's Property Insurance Program. The City maintains individual flood insurance policies through the NFIP on most of its eligible properties. Boiler and Machinery(B&M) Travelers provide B&M coverage for physical damage to or financial loss from equipment breakdown. The policy limit is$250 million,with a$10,000 deductible. In 2017 the City purchased a standalone terrorism policy that includes an act or series of acts, involving the use of force or violence, of any person or group of persons, whether acting alone or on behalf of or in connection with any organization, committed for political, religious, ideological or similar purposes, including the intention to influence any government and/or to put the public or any section of the public, in fear. Additionally, the policy is endorsed to include "Active Shooter"coverage which indemnifies the City for business interruption and extra expenses incurred should the City experience an Active Shooter event. Extra expenses covered under this policy can include, but is not restricted to public relations consultancy costs, relocation expenses, counselling and/or psychiatric care costs, 3 RFP 2019-048-WG MIAMI BEACH, medical expenses, alternate employee recruitment costs, and temporary security costs. For the purpose of this Insurance, an Active Shooter Event means an individual or group of people actively engaged in killing or attempting to kill people in a confined and/or populated area at an insured location detailed on the Schedule of Values held by underwriters. The.City's TULIP (Tenant Users Liability Insurance Policy) Program provides low cost general liability insurance to "third party" users of City facilities, i.e. Parks, Theaters, and the Convention Center. The TULIP coverage protects both the facility user and the City against claims by individuals who may be injured as a result of attending an event. While access to the TULIP Program is offered through the City, premiums are paid directly to the company by the facility users requesting coverage and there is no cost to the City. 3.ANTICIPATED RFP TIMETABLE.The tentative schedule for this solicitation is as follows: RFP Issued February 14,2019 Pre-Proposal Meeting . Not Applicable Deadline for Receipt of Questions March 4,2019 BY 5:00 PM Responses Due March 14,2019 BY 3:00 PM Evaluation Committee Review TBD Proposer Presentations TBD Tentative Commission Approval Authorizing TBD Negotiations Contract Negotiations Following Commission Approval 4. PROCUREMENT CONTACT.Any questions or clarifications concerning this solicitation shall be submitted to the Procurement Contact noted below: Procurement Contact Telephone: Email: Jason Crouch 305 673-7000 x6694 'asoncrouch •,miamibeachfl.•ov dditionally, the City Clerk is to be copied on all communications via e-mail at: RafaelGranado(a,miamibeachfl.gov; or via facsimile: 786-394-4188. The Bid title/number shall be referenced on all correspondence. All questions or requests forclarification must be received no later than seven (7) calendar days prior to the date proposals are due as scheduled in Section 0200-3. All responses to questions/clarifications will be sent to all prospective Proposers in the form of an addendum. 5. PRE-PROPOSAL MEETING OR SITE VISIT(S).Only if deemed necessary by the City, a pre-proposal meeting or . site visit(s)may scheduled. A Pre-PROPOSAL conference will be held as scheduled in Anticipated RFP Timetable section above at the following address: City of Miami Beach Procurement Department Conference Room 1755 Meridian Avenue,3rd Floor Miami Beach, Florida 33139 Attendance (in person or via telephone) is encouraged and recommended as a source of information, but is not RFP 2019-048-WG 4 MIAMI BEACH; mandatory. Proposers interested in participating in the Pre-Proposal Submission Meeting via telephone must follow these steps:. (1) Dial the TELEPHONE NUMBER: 1-888-270-9936(Toll-free North America) (2) Enter the MEETING NUMBER: 5804578 Proposers who are interested in participating via telephone should send an e-mail to the contact person listed in this RFP expressing their intent"to participate via telephone. 6. PRE-PROPOSAL INTERPRETATIONS. Oral information or responses to questions received by prospective Proposers are not binding on the City and will be without legal effect, including any information received at pre- submittal meeting or site, visit(s). The City by means of Addenda will issue interpretations or written addenda clarifications considered necessary by the City in response to questions. Only questions answered by written addenda will be binding and may supersede terms noted in this solicitation. Addendum will be released through PublicPurchase. Any prospective proposer who has received this RFP by any means other than through PublicPurchace must register immediately with PublicPurchase to assure it receives any addendum issued to this RFP. Failure to receive an addendum may result in disqualification of proposal.Written questions should be received no later than the date outlined in the Anticipated RFP Timetable section. 7. CONE OF SILENCE. This RFP is subject to, and all proposers are expected to be or become familiar with, the City's Cone of Silence Requirements, as codified 'in Section 2-486 of the City Code. Proposers shall be solely responsible for ensuring that all applicable provisions of the City's Cone of Silence are complied with, and shall be subject to any and all sanctions, as prescribed therein, including rendering their response voidable, in the event of such non-compliance. Communications regarding this solicitation are to be submitted in writing to the Procurement Contact named herein with a copy to the City Clerk at rafaelgranado@miamibeachfl.gov 8. SPECIAL NOTICES.. You are hereby advised that this solicitation is subject_ to the following ordinances/resolutions,which may be found on the City Of Miami Beach website: http://www.miamibeachfl.gov/city-hall/procurement%procurement-related-ordinance-and-procedures/ • CONE OF SILENCE CITY CODE SECTION 2-486 • PROTEST PROCEDURES CITY CODE SECTION 2-371 • DEBARMENT PROCEEDINGS CITY CODE SECTIONS 2-397 THROUGH 2-485.3 • LOBBYIST REGISTRATION AND DISCLOSURE OF FEES CITY CODE SECTIONS 2-481 THROUGH 2-406 • CAMPAIGN CONTRIBUTIONS BY VENDORS CITY CODE SECTION 2-487 • CAMPAIGN CONTRIBUTIONS BY LOBBYISTS ON PROCUREMENT ISSUES CITY CODE SECTION 2-488 • REQUIREMENT FOR CITY CONTRACTORS TO PROVIDE EQUAL BENEFITS FOR DOMESTIC PARTNERS CITY CODE SECTION 2-373 • LIVING WAGE REQUIREMENT CITY CODE SECTIONS 2 407 THROUGH 2 410 • PREFERENCE FOR FLORIDA SMALL BUSINESSES OWNED AND CONTROLLED BY VETERANS AND TO STATE-CERTIFIED SERVICE- DISABLED VETERAN BUSINESS ENTERPRISES CITY CODE SECTION 2-374 • FALSE CLAIMS ORDINANCE CITY CODE SECTION 70-300 • ACCEPTANCE OF GIFTS,FAVORS&SERVICES CITY CODE SECTION 2-449 9. PUBLIC ENTITY CRIME. A,person or affiliate who has been,placed on the convicted vendor list following a conviction for public entity crimes may not submit a bid on a contract to provide any goods or services to a public entity, may not submit a bid on a contract with a public entity for the construction or repair of a public building or public work, may not submit bids on leases of real property to public entity, may not be awarded or perform work as a contractor, supplier, sub-contractor, or consultant under a contract with a public entity, and may not transact business with any public entity in excess of the threshold amount provided in Sec. 287.017, for CATEGORY TWO for a period of 36 months from the date of being placed on the convicted vendor list. ' RFP 2019-048-WG 5 MIAMI BEACH] 10.COMPLIANCE WITH THE CITY'S LOBBYIST LAWS. This RFP is subject to, and all Proposers are.expected to be or become familiar with, all City lobbyist laws. Proposers shall be solely responsible for ensuring that all City lobbyist laws are complied with, and shall be'subject to any and all sanctions, as prescribed therein, including, without limitation, disqualification of their responses, in the event of such non-compliance. 11. DEBARMENT ORDINANCE: This RFP is subject to, and all proposers are expected to be or become familiar with,the City's Debarment Ordinance as codified in Sections 2-397 through 2-406 of the City Code. 12. WITH THE CITY'S CAMPAIGN FINANCE REFORM LAWS. This RFP is subject to, and all Proposers are expected to be or become familiar with, the City's Campaign Finance Reform laws, as codified in Sections 2-487 through 2-490 of the City Code. Proposers shall be solely responsible.for ensuring that all applicable provisions of the City's Campaign Finance Reform laws are complied with, and shall be subject to any and all sanctions, as prescribed therein, including disqualification of their responses, in the event of such non-compliance. 13. CODE OF BUSINESS ETHICS. Pursuant to City Resolution No.2000-23879, the Proposer shall adopt a Code of Business Ethics("Code")and submit that Code to the Procurement Division with its response or within five (5) days upon receipt of request. The Code shall, at a minimum, require the Proposer, to comply with all applicable governmental rules and regulations including, among others, the conflict of interest, lobbying and ethics provision of the City of Miami Beach and Miami DadeCounty. 14.AMERICAN WITH DISABILITIES ACT(ADA). Call 305-673-7490 to request material in accessible format; sign language interpreters(five(5)days in advance when possible),or information on access for persons with disabilities. For more information on ADA compliance, please call the Public Works Department, at.305-673- 7000, Extension 2984. 15. POSTPONEMENT OF DUE DATE FOR RECEIPT OF PROPOSALS. The City reserves the right to postpone the deadline:for submittal of proposals and will make a reasonable effort to give at least three (3) calendar days written notice of any such postponement to all prospective Proposers through PublicPurchase. 16. PROTESTS. Proposers that are not selected may protest any recommendation for selection of award in accordance with eh proceedings established pursuant to the City's bid protest procedures, as codified in Sections 2- 370 and 2-3711 of the City Code (the City's Bid Protest Ordinance). Protest not timely made pursuant to the requirements of the,City's Bid Protest Ordinance shall be barred. 17. NOT USED. 18.VETERAN BUSINESS ENTERPRISES PREFERENCE. Pursuant to City Code Section 2-374,the City shall give a preference to a responsive and responsible Proposer which is a small business concern owned and controlled by a veteran(s) or which is a service-disabled veteran business enterprise, and which is within five percent (5%) of the lowest responsive, responsible proposer, by providing such proposer an opportunity of providing said goods or contractual services for the lowest responsive proposal amount (or in this, RFP, the highest proposal amount). Whenever, as a result of the foregoing preference, the adjusted prices of two (2) or more proposers which are a small business concern owned and controlled by a veteran(s) or a service-disabled veteran business enterprise constitute the lowest proposal pursuant to an RFP or oral or written request for quotation, and such proposals are responsive, responsible and otherwise equal with respect to quality and service,then the award shall be made to the service-disabled veteran business enterprise. 19. DETERMINATION OF AWARD. The final ranking results of Step 1 & 2 outlined in Section 0400, Evaluation of RFP 2019-048-WG / 6 MIAMI BEACH Proposals, will be considered by the City Manager who may recommend to the City Commission the Proposer(s) s/he deems to be in the best interest of the City or may recommend rejection of all proposals. The City Manager's recommendation need not be consistent with the scoring results identified herein and takes into consideration Miami Beach City Code Section 2-369, including the following considerations: (1)The ability, capacity and skill of the Proposer to perform the contract. (2)Whether the Proposer can perform the contract within the time specified,without delay or interference. (3)The character, integrity, reputation,judgment, experience and efficiency of the Proposer. (4)The quality of performance of previous contracts. (5)The previous and existing compliance by the Proposer with laws and ordinances relating to the contract. The City Commission shall consider the City Manager's recommendation and may approve such recommendation. The City Commission may also,at its option, reject the City Manager's recommendation and select another Proposal or Proposals which it deems to be in the beet interest of the City,or it may also reject all Proposals. 20. NEGOTIATIONS. Following selection, the City reserves the right to enter'into further negotiations with the selected Proposer(s). Notwithstanding the preceding, the City is in no way obligated to enter into a contract with any selected Proposer in the event the parties are unable to negotiate a contract. It is also understood and acknowledged by Proposers that noproperty, contract or legal rights of any kind shall be created at any time until and unless an Agreement has been agreed to;approved by the City; and executed by the parties. 21. POSTPONEMENT/CANCELLATION/ACCEPTANCE/REJECTION. The City may, at its sole and absolute discretion, reject any and all, or'parts of any and all, responses; re-advertise this RFP; postpone or cancel, at any time, this RFP process; or waive any irregularities in this RFP, or in any responses received as a result of this RFP. Reasonable efforts will be made to either award the proposer the contract or reject all proposals within one-hundred twenty(120) calendar days after proposal opening date.A proposer may withdraw its proposal after expiration of one hundred twenty (120) calendar days from the date of proposal opening by delivering written notice of withdrawal to the Department of Procurement Management prior to award of the contract by the City Commission. 22. PROPOSER'S RESPONSIBILITY. Before submitting a response, each Proposer shall be solely responsible for making any and all investigations, evaluations, and examinations,as it deems necessary, to ascertain all conditions and requirements affecting the'full performance of the contract. Ignorance of such conditions and requirements, and/or failure to make such evaluations, investigations, and examinations, will not relieve the Proposer from any obligation to comply with every detail and with all provisions and requirements of the contract, and will not be accepted as"a basis for any subsequent claim whatsoever for any monetary consideration on the part of the Proposer. 23. COSTS INCURRED BY PROPOSERS.All expenses involved with the preparation and submission of Proposals, or any work performed in connection therewith, shall be the sole responsibility (and shall be at the sole cost and expense)of the Proposer, and shall not be reimbursed by the City. 24. RELATIONSHIP TO THE CITY. It is the intent of the City, and Proposers hereby acknowledge and agree, that the successful Proposer is considered to be an independent contractor, and that neither the Proposer, nor the Proposer's employees, agents, and/or contractors, shall, under any circumstances, be considered employees or agents of the City. 25. OCCUPATIONAL HEALTH AND SAFETY. In compliance with Chapter 442, Florida Statutes, any toxic substance listed in Section 38F-41.03 of the Florida Administrative Code delivered as a result of this proposal must RFP 2019-048-WG 7 MIAMI BEACH; be accompanied by a Material Safety Data Sheet(MSDS)which may be obtained from the manufacturer. 26. ENVIRONMENTAL REGULATIONS. The City reserves the right to consider a proposer's history of citations and/or violations of environmental regulations in investigating a proposer's responsibility, and further reserves the right to declare a proposer not responsible if the history of violations warrant such determination in the opinion of the City. Proposer shall submit with its proposal, a complete history of all citations and/or violations, notices and dispositions thereof. The non-submission of any such documentation shall be deemed to be an affirmation by the Proposer that there are no citations or violations. Proposer shall notify the City immediately of notice of any citation or violation which proposer may receive after the proposal opening date and during the time of performance of any contract awarded to it. 27.TAXES.The City of Miami Beach is exempt from all Federal Excise and State taxes. 28. MISTAKES. Proposers are expected to examine the terms, conditions, specifications, delivery schedules, proposed pricing, and all instructions pertaining to the goods and services relative to this RFP. Failure to do so will be at the Proposer's risk and may result in the Proposal being non-responsive. 29. PAYMENT. Payment will be made by the City after the goods or services have been received, inspected, and found to comply with contract, specifications, free of damage or defect, and are properly invoiced. Invoices must be consistent with Purchase Order format. 30. COPYRIGHT, PATENTS & ROYALTIES. Proposer shall indemnify and save harmless the City of Miami Beach, Florida, and its officers, employees, contractors, and/or agents,from liability of any nature or kind, including cost and expenses for, or on account of, any copyrighted, patented, or unpatented invention, process, or article manufactured or used in the performance of the contract, including its use by the City of Miami Beach, Florida. If the Proposer uses any design, device or materials covered by letters, patent, or copyright, it is mutually understood and agreed, without exception, that the proposal prices shall include all royalties or cost arising from the use of such design, device,or materials in any way involved in the work. 31. DEFAULT: Failure or refusal of the selected Proposer to execute a contract following approval of such contract by the City Commission, or untimely withdrawal of a response before such award is made and approved, may result in a claim for damages by the City and may be grounds for removing the Proposer from the City's vendor list. 32. MANNER OF PERFORMANCE. Proposer agrees to perform its duties and obligations in a professional manner and in accordance with all applicable Local, State, County, and Federal laws, rules, regulations and codes. Lack of knowledge or ignorance by the Proposer with/of applicable laws will in no way be .a cause for relief from responsibility. Proposer agrees that the services provided shall be provided by employees that are educated,trained, experienced, certified, and licensed in all areas encompassed within their designated duties. Proposer agrees to furnish to the City any and all documentation, certification, authorization, license, permit, or registration currently required by applicable laws, rules, and regulations. Proposer further certifies that it and its employees will keep all licenses, permits, registrations, authorizations, or certifications required by applicable laws or regulations in full force and effect during the term of this contract. Failure of Proposer to comply with this paragraph shall constitute a material breach of this contract. Where contractor is requiredto enter or go on to City of Miami Beach property to deliver materials or perform work or services as a result of any contract resulting from this solicitation, the contractor will assume the full duty, obligation and expense of obtaining all necessary licenses, permits, and insurance, and assure all work complies with all applicable laws. The contractor shall be liable for any damages or loss to the City-occasioned by negligence of the Proposer, or its officers,employees, contractors,and/or agents,for failure to comply with applicable laws. RFP 2019-048-WG 8 MIAMI BEACH 33. SPECIAL CONDITIONS. Any and all Special Conditions that may vary from these General Terms and Conditions shall have precedence. 34. NON-DISCRIMINATION. The Proposer certifies that it is in compliance with the non-discrimination clause contained in Section 202, Executive Order 11246, as amended by Executive Order 11375, relative to equal employment opportunity for all persons without regard to race, color, religion, sex or national origin. In accordance with the City's Human Rights Ordinance, codified in Chapter 62 of the City Code, Proposer shall prohibit(and cause hotel operator to prohibit) discrimination by reason of race, color, national origin, religion, sex, intersexuality, gender identity, sexual orientation, marital and familial status, and age or disability in the sale, lease, use or occupancy of the Hotel Project or any portion thereof. 35. DEMONSTRATION OF COMPETENCY. The city may consider any evidence available regarding the financial, technical, and other qualifications and abilities of a Proposer, including past performance (experience) in making an award that is in the best interest of the City, including: A. Pre-award inspection of the Proposer's facility may be made prior to the award of contract. B. Proposals will only be considered from firms which are regularly engaged in the business of providing the goods and/or services as described in this solicitation. C. Proposers must be able to demonstrate a good record of performance for a reasonable period of time, and have sufficient financial capacity, equipment, and organization`to ensure that they can satisfactorily perform the services if awarded a contract under the terms and conditions of this solicitation. D. The terms "equipment and organization", as used herein shall, be construed to mean a fully equipped and well established company in line with the best business practices in the industry, and as determined by the City of Miami Beach. E. The City may consider any evidence available regarding the financial, technical, and other qualifications and abilities of a Proposer, including past performance (experience), in making an award that is in the best interest of the City. F.The City may require Proposer s to show proof that they have been designated as authorized representatives of a manufacturer or supplier,which is the actual source of supply. In these instances,the City may also require material information from the source of supply regarding the quality, packaging, and characteristics of the products to be supply to the City. 36. ASSIGNMENT. The successful Proposer shall not assign, transfer, convey, sublet or otherwise dispose of the contract, including any or all of its right, title or interest therein, or his/her or its power to execute suchcontract, to any person,company or corporation,without the prior written consent of the City. 37. LAWS, PERMITS AND REGULATIONS. The Proposer shall obtain and pay for all licenses, permits, and inspection fees required to complete the work and shall comply with all applicable laws. 38. OPTIONAL CONTRACT USAGE. When the successful Proposer(s) is in agreement, other units of government or non-profit agencies may participate in purchases pursuant to the award of this contract at the option of the unit of government or non-profit agency. 39.VOLUME OF WORK TO BE RECEIVED BY CONTRACTOR. It is the intent of the City to purchase the goods and services specifically listed in this solicitation from the contractor. However, the City reserves the right to purchase any goods or services awarded from state or other governmental contract, or on an as-needed basis through the City's spot market purchase provisions. 40. DISPUTES. In the event of a conflict between the documents, the order of priority of the documents shall be as RFP 2019-048-WG 9 MIAMI BEACH follows: A. Any contract or agreement resulting from the award of this solicitation;then B. Addendum issued for this solicitation,with the latest Addendum taking precedence;then C. The solicitation;then D. The Proposers proposal in response to the solicitation. 41. INDEMNIFICATION. The Proposer.shall indemnify and hold harmless the City and its officers, employees, agents and instrumentalities from any and all liability, losses or damages, including attorney's fees and costs of defense, which the City or its officers, employees, agents or instrumentalities may incur as a result of claims, demands, suits, causes of actions or proceedings of any kind or nature arising out of, relating to or resulting from the performance of the agreement S by the contractor or its employees, agents, servants, partners, principals or subcontractors. The contractor shall pay all claims and losses in connection therewith, and shall investigate and defend all claims, suits or actions of any kind or nature in the name of the City,where applicable, including appellate proceedings, and shall payall costs,judgments, and attorney's fees which may be incurred thereon. The Proposer expressly understands and agrees that any insurance protection required by this Agreement or otherwise provided by the contractor shall in no way limit the responsibility to indemnify, keep and save harmless and defend the City or _ its officers, employees, agents and instrumentalities as herein provided. The above indemnification provisions shall survive the expiration or termination of this Agreement 42. CONTRACT EXTENSION. The City reserves the right to require the Contractor to extend contract past the stated termination date for a period of up to 120 days in the event that a subsequent contract has not yet been awarded.Additional extensions past the 120 days may occur as needed by the City and as mutually agreed upon by the City and the contractor. 43. FLORIDA PUBLIC RECORDS LAW. Proposers are hereby notified that all Bid including, without limitation, any and all information and documentation submitted therewith, are exempt from public records requirements under Section 119.07(1), Florida Statutes, and s. 24(a), Art. 1 of the State Constitution until such time as the City provides notice of an intended decision or until thirty (30) days after opening of the proposals, whichever is earlier. Additionally, Contractor agrees to be in full compliance with Florida Statute 119.0701 including, but not limited to, agreement to (a) Keep and maintain public records that ordinarily and necessarily would be required by the public agency in order to perform the services; (b) provide the public with access to public records on the same terms and conditions that the public agency would provide the records and at a cost that does not exceed the cost provided in this chapter 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; (d) Meet all requirements for retaining public records and transfer, at no cost, to the public agency all public records in possession of the contractor upon termination of the contract and destroy any duplicate public records that are exempt or confidential and exempt from public records disclosure requirements. All records stored electronically must be provided to the public agency in a format that is compatible with the information technology systems of the public agency. 44. NEGOTIATIONS.The City reserves the right to enter into further negotiations with the selected Proposer. Notwithstanding the preceding, the City is in no way obligated to enter into a contract with the selected • Proposer in the event the parties are unable to negotiate a contract. It is also understood and acknowledged by Proposers that no property,contract or legal rights of any kind shall be created at any time until and unless a Development and Ground Lease Agreement has been agreed to; approved by the City;executed. by the parties, and approved pursuant to the Referendum. 45.OBSERVANCE OF LAWS. Proposers are expected to be familiar with, and comply with,all Federal, State, County, and City laws, ordinances, codes, rules and regulations, and all orders and decrees of bodies or tribunals RFP 2019-048-WG 10 MIAMI BEACH, having jurisdiction_or authority which, in any manner, may affect the scope of services and/or project contemplated by this RFP (including, without limitation, the Americans with Disabilities Act, Title VII of the Civil Rights Act, the EEOC Uniform Guidelines, and all EEO regulations and guidelines). Ignorance of the law(s) on the part of the Proposer will in no way relieve it from responsibility for compliance. 46. CONFLICT OF INTEREST. All Proposers must disclose, in their Proposal, the name(s) of any officer, director, agent, or immediate family member(spouse, parent, sibling, and child)who is also an employee of the City of Miami Beach. Further, all,Proposers must disclose the name of any City employee who owns, either directly or indirectly, an interest of ten (10%) percent or more in the Proposer entity or any of its affiliates. 47. MODIFICATION/WITHDRAWALS OF PROPOSALS.A Proposer may submit a modified Proposal to replace all or any portion of a previously submitted Proposal up until the Proposal due date and time. Modifications received after the Proposal due date and time will not be considered. Proposals shall be irrevocable until contract award unless withdrawn in writing prior to the Proposal due date, or after expiration of 120 calendar days from the opening of Proposals without a contract award. Letters of withdrawal received after.the Proposal due date and before said expiration date,and letters of withdrawal received after contract award will not be considered. 48. EXCEPTIONS TO RFP. Proposers must clearly indicate any exceptions they wish to take to any of the terms in this RFP, and outline what, if any, alternative is being offered. All exceptions and alternatives shall be included and clearly delineated, in writing, in the Proposal. The City; at its sole and absolute discretion, may accept or reject any or all exceptions and alternatives. Incases in which exceptions and alternatives are rejected, the City shall require the Proposer to comply with the particular term and/or condition of the RFP to which Proposer took exception to(as said term and/or condition was originally set forth on the RFP). 49.ACCEPTANCE OF GIFTS, FAVORS, SERVICES. Proposers shall not offer any gratuities,favors, or anything of monetary value to any official, employee, or agent of the City, for the purpose of influencing consideration of this Proposal. Pursuant to Sec. 2-449 of the City Code, no officer or employee of the City shall accept any gift, favor or service that might reasonably tend improperly to influence him in the discharge of his official duties. 50. SUPPLEMENTAL INFORMATION. City reserves the right to request supplemental information from Proposers at any time during the RFP solicitation process: 51. ADDITIONAL SERVICES. Although this solicitation and resultant contract identifies specific goods, services or facilities ("items"), it is hereby agreed and understood that the City, through the approval of the Department and Procurement Directors (for additional items up to $50,000) or the City Manager (for additional items greater than $50,000), may require additional items to be added to the Contract which are required to complete the work. When additional items are required to be added to the Contract, awarded vendor(s), as applicable to the item being requested, under this contract may be invited to submit price quote(s) for these additional requirements. If these quote(s) are determined to be fair and reasonable, then the additional work will be awarded to the current contract vendor(s)that offers the lowest acceptable pricing. The additional items shall be added to this contract by through a Purchase Order(or Change Order if Purchase Order already exists). In some cases, the City may deem it necessary to add additional items through a formal amendment to the Contract, to be approved by the City Manager. The City may determine to obtain price quotes for the additional items from other vendors in the event that fair and reasonable pricing is not obtained from the current contract.vendors, or for other reasons at the City's discretion. . RFP 2019-048=WG - 11 MIAMI BEACH SECTION 0300 PROPOSAL SUBMITTAL INSTRUCTIONS AND FORMAT 1. SEALED PROPOSALS. One original Proposal (preferably in 3-ring binder) must be submitted in an opaque, sealed envelope or container on or before the due date established for the receipt of proposals.Additionally, ten (10) bound copies and one (1) electronic format (CD or USB format) are to be submitted. The following information should be clearly marked on the face of the envelope or container in which the proposal is submitted: solicitation number, solicitation title, Proposer name, Proposer return address. Proposalsreceived electronically, either through email or facsimile, are not acceptable and will be rejected. 2. LATE PROPOSALS. Proposals are to be received on or before the due date established herein. Any Proposal received after the deadline established for receipt of Proposals will be considered late and not be accepted or will be returned to Proposer unopened. The City does not accept responsibility for any delays, natural or otherwise. 3. PROPOSAL FORMAT. In order to maintain comparability, facilitate the review process and assist the Evaluation Committee in review of Proposals, it is strongly recommended that Proposals be organized and tabbed in accordance with the sections and manner specified below. Hard copy submittal should be tabbed as enumerated below and contain a table of contents,with page references. Electronic copies should also be tabbed and.contain a tableof contents with page references. Proposals that do not include the required information will be deemed non- responsive and will not be considered. TAB 1 Cover Letter&Minimum Qualifications Requirements 1.1 Cover Letter and Table of Contents. The cover letter must indicate Proposer and Proposer Primary Contact for the purposes of this solicitation. 1.2 Proposal Certification, Questionnaire & Requirements Affidavit (Appendix A). Attach Appendix A fully completed and executed. 1.3 Minimum. Qualifications Requirements. Submit verifiable information documenting compliance with the minimum qualifications requirements established in Appendix C, Minimum Requirements and Specifications. TAB 2 Experience&Qualifications 2.1 Qualifications of Proposer. Submit detailed information regarding the relevant experience and proven track record of the firm and/or its principals in providing the scope of services similar as identified in this solicitation, including experience in providing similar scope of services to public sector agencies. For each project that the Proposer submits as evidence of similar experience for the firm and/or any principal, the following is required: project description,agency name,agency contact, contact telephone&email, and year(s)and term of engagement. For each project, identify whether the experience is for the firm or for a principal (include name of principal). 2.2 Qualifications of Proposer Team. Provide an organizational chart of all personnel and consultants to be used for this project if awarded, the role that each team member will play in providing the services detailed herein and each team members' qualifications. A resume of each individual, including education, experience, and any other pertinent information, shall be included for each Proposal team member to be assigned to this contract. TAB 3 Approach and Methodology 3.1 Basic Services. Submit detailed information on how Proposer plans to accomplish the required scope of services. 3.2 Value Added Services. Provide any other related value added service that the Proposer can provide that will benefit the city. For each value added service, provide specifics as to the value to be yielded by the City. 12 RFP 2019-048-WG MIAMI BEACH TAB 4 Cost Proposal (SUBMIT IN A SEPARATE ENVELOPE) Quantitative factors shall not be considered by the Evaluation Committee. Quantitative factors will be considered by the City Manager in preparing his recommendation to the City Commission. In considering quantitative factors,the City Manager may also consider any feedback or information provided by staff, consultants or any other third-party in developing an award recommendation in accordance with Sub-section 4 below. The City is considering several payment options for the services performed under the scope of work. Provide a response to each of the below. 4.1 Option 1 — Percentage Fee: Indicate the percentage that would be paid by carriers as a commission to brokers, wholesalers and/or intermediaries for the insurance premiums which the City currently purchases. If the percentages are different depending on the type of insurance, please indicate the various percentages. Indicate any maximum fees which these commission charges will not exceed. Indicate the period these rates will be in effect. 4.2 Option 2—Annual Flat Fee: Indicate your annual flat-fee for providing the services listed in the Specifications section. Indicate whether these fees will be in effect for the term of the contract or whether they will have to be annually negotiated., 4.3 Additional Fees/Costs: Identify any services for which there would be an additional fee or cost and specify , the amount and/or billing rate for each service. The City reserves the right to negotiate a different rate which would be in the best interest of the City prior to award of the contract. 4. FINANCIAL CAPACITY. Within three (3) business days of request by the City, each Proposer shall arrange for Dun &Bradstreet to submit a Supplier Qualification Report(SQR)directly to the Procurement Contact named herein. No proposal will be considered without_receipt, by the City, of the SQR directly from Dun & Bradstreet. The cost of the preparation of the SQR shall be the responsibility of the Proposer. The Proposer shall request the SQR report from D&B at: https://supplierportal.dnb.com/webapp/wcs/stores/servlet/SupplierPortal?storeld=11696 Proposers are responsible for the accuracy of the information contained in its SQR. It is highly recommended that each Proposer review the information contained in its SQR for accuracy prior to submittal to the City and as.early as possible in the solicitation process. For assistance with any portion of the SQR submittal process, contact Dun&Bradstreet at 800-424-2495. 5. ADDITIONAL INFORMATION OR CLARIFICATION. After proposal submittal, the City reserves the right to require additional information from Proposers (or Proposer team members or sub-consultants) to determine: qualifications (including, but not limited to, litigation history, regulatory action, or additional references); and financial capability(including, but not limited to, annual reviewed/audited financial statements with the auditors notes for each of their last two complete fiscal years).. The City reserves the right to request any documentation omitted, with exception of the Cost/Revenue (as applicable) Proposal Form (Appendix E), Proposal Certification, Questionnaire & Requirements Affidavit (Appendix A), and Bid Bond (if applicable). Submittals received that do not include the Cost/Revenue Proposal Form, completed as required and'fully executed, or Bid Bond (if applicable) shall be deemed non-responsive. Bidder must submit any omitted documentation within three (3)business days upon request from the City,or the bid may be deemed non-responsive. Non-responsive bid packages will receive no further consideration. RFP 2019-048-WG 13 MIAMI BEACH SECTION 0400 PROPOSAL EVALUATION 1. EVALUATION OF PROPOSALS. All responsive proposals will be evaluated in accordance with this section. If more than one proposal is received, the City Manager may appoint an Evaluation Committee to consider and provide feedback on the qualitative factors of each proposal. In the event that only one responsive proposal is received, the City Manager, after determination that the sole responsive proposal materially meets the requirements of the RFP, may, without an evaluation committee, recommend to the City Commission that the Administration enter into negotiations. In the evaluation of proposals, Proposers may be requested to make additional written submissions of a clarifying nature or oral presentations to the Evaluation Committee. Failure to provide the requested information within the time prescribed may result in the disqualification of proposal. 2. QUALITATIVE FACTORS (QUALIFICATIONS, SCOPE AND APPROACH). The Evaluation Committee shall not consider quantitative factors (e.g., cost, veteran's preference, prior volume of work received) in its review of proposals. The Evaluation Committee shall act solely in an advisory capacity to the City Manager.The results of the Evaluation Committee process do not constitute an award recommendation. The City Manager may utilize, but is not bound by,the results of the Evaluation Committee process, as well as consider any feedback or information provided by staff, consultants or any other third-party in developing an award recommendation in accordance with Sub-section 3 below. In its review of proposals received, the Evaluation Committee may review and score all proposals, with or without conducting interview sessions, in accordance with the following criteria. Qualitative Criteria Maximum Points Proposer Experience and Qualifications 60 Approach and Methodology 40 TOTAL AVAILABLE POINTS 100 3. QUANTITATIVE FACTORS (COST, VETERAN'S PREFERENCE AND PRIOR VOLUME OF WORK). Quantitative factors shall not be considered by the Evaluation Committee. Quantitative factors will be considered by the City Manager in preparing his recommendation to the City Commission. In considering quantitative factors, the City Manager may also consider any feedback or information provided by staff, consultants or any other third-party in developing an award recommendation in accordance with Sub-section 4 below. 4. DETERMINATION OF AWARD. The City Manager shall consider qualitative and quantitative factors, in accordance with Sub-section 2 and 3 above, to recommend the proposer(s) he deems to be in the best interest of i ,--the City, or may recommend rejection of all proposals. The City Manager's recommendation need not be consistent with the scoring results of the Evaluation Committee process, if applicable, and shall take into consideration Miami Beach City Code Section 2-369, including the following considerations: (1)The ability, capacity and skill of the Proposer to perform the contract. (2)Whether the Proposer can perform the contract within the time specified,without delay or interference. (3)The character, integrity, reputation,judgment, experience and efficiency of the Proposer. (4)The quality of performance of previous contracts. (5)The previous and existing compliance by the Proposer with laws and ordinances relating to the contract. The City Commission shall consider the City Manager's recommendation and may approve such recommendation. The City Commission may also, at its option, reject the City Manager's recommendation and select another Proposer(s)which it deems to be in the best interest of the City,or it may also reject all Proposals. RFP 2019-048-WG 14 MIAMI BEACH; 5. NEGOTIATIONS. Following selection, the City reserves the right to enter into further negotiations with the selected Proposer(s). Notwithstanding the preceding, the City is in no way obligated to enter into a contract with the • selected Proposer in the event the parties are unable to negotiate a contract. It is also understood and acknowledged by Proposers that no property, contract or legal rights of any kind shall be created at any time until and unless an Agreement has been agreed to;approved by the City;and executed by the parties. • RFP 2019-048-WG 15 APPENDIX A • l $ R} k Proposal Certification , .Questionnaire & Requirements Affidavit 2018-048-WG Insurance Broker of Record . PROCUREMENT DEPARTMENT . 1755 Meridian Avenue, 3rd Floor Miami Beach, Florida 33139 RFP 2019-048-WG 0 . 16 Solicitation No: Solicitation Title: 2019-048-WG • Insurance Broker of Record Procurement Contact Tel: Email: Jason Crouch 305.673.7000 x 6694 jasoncrouch@miamibeachfl.gov `) PROPOSAL CERTIFICATION, QUESTIONNAIRE&REQUIREMENTS AFFIDAVIT Purpose: The purpose of this Proposal.Certification, Questionnaire and Requirements Affidavit Form is to inform prospective Proposers of certain solicitation and contractual requirements, and to collect necessary information from Proposers in order that certain portions of responsiveness, responsibility and other determining factors and compliance with requirements may be evaluated. This Proposal Certification, Questionnaire and Requirements Affidavit Form is a REQUIRED FORM that must be submitted fully completed and executed. 1. General Proposer Information. FIRM NAME: NO.OF YEARS IN BUSINESS: NO.OF YEARS IN BUSINESS LOCALLY: OTHER NAME(S)PROPOSER HAS OPERATED UNDER IN THE LAST 10 YEARS: FIRM PRIMARY ADDRESS(HEADQUARTERS): CITY: STATE: ZIP CODE: TELEPHONE NO.: TOLL FREE NO.: FAX NO.: FIRM LOCAL ADDRESS: CITY: STATE: ZIP CODE: PRIMARY ACCOUNT REPRESENTATIVE FOR THIS ENGAGEMENT: ACCOUNT REP TELEPHONE NO.: ACCOUNT REP TOLL FREE NO.: ACCOUNT REP EMAIL: • FEDERAL TAX IDENTIFICATION NO.: The City reserves the right to seek additional information from Proposer or other source(s),including but not limited to:any firm or principal information,applicable licensure,resumes of relevant individuals,client information,financial information,or any information the City deems necessary to evaluate the capacity of the Proposer to perform in accordance with contract requirements. RFP 2019-0480G 17 1. Veteran Owned Business.Is Proposer claiming a veteran owned business status? YES NO SUBMITTAL REQUIREMENT: Proposers daiming veteran owned business status shall submit a documentation proving that firm is certified as a veteran-owned business or a service-disabled veteran owned business by the State of Florida or United States federal government,asrequired pursuant to ordinance 2011-3748. 2. Financial Capacity. When requested by the City, each Proposer shall arrange for Dun & Bradstreet to submit a Supplier Qualification Report(SQR)directly to the Procurement Contact named herein. No proposal will be considered without receipt, by the City, of the SQR directly from Dun & Bradstreet. The cost of the preparation of the SQR shall be the responsibility of the Proposer.The Proposer shall request the SQR report from D&B at: https://supplierportal.dnb.com/webapp/wcs/stores/servletiSupplierPortal?storeld=11696 Proposers are responsible for the accuracy of the information contained in its SQR. It is highly recommended that each Proposer review the information contained in its SQR for accuracy prior to submittal to the City and as early as possible • in the solicitation process. For assistance with any portion of the SQR submittal process, contact Dun & Bradstreet at 800.424-2495. SUBMITTAL REQUIREMENT: Proposer shall request that Dun & Bradstreet submit its Supplier Qualifier Report directly to the City,with bid or within 2 days of request. 3. Conflict Of Interest.All Proposers must disclose,in their Proposal,the name(s)of any officer,director,agent,or immediate family member(spouse, parent, sibling, and child)who is also an employee of the City of Miami Beach. Further, all Proposers must disclose the name of any City employee who owns, either directly or indirectly, an interest of ten (10%) percent or more in the Proposer entity or any of its affiliates. SUBMITTAL REQUIREMENT: Proposers must disclose the name(s)of any officer, director, agent, or immediate family member , (spouse,parent,sibling,and child)who is also an employee of the City of Miami Beach. Proposers must also disclose the name of any City employee who owns,either directly or indirectly,an interest of ten(10%)percent or more in the Proposer entity or any of its affiliates. 4. References&Past Performance.Proposer shall submit at least three(3)references for whom the Proposer has completed work similar in size and nature as the work referenced in solicitation. SUBMITTAL REQUIREMENT: For each reference submitted, the following information is required: 1) Firm Name, 2) Contact Individual Name&Title,3)Address,4)Telephone,5)Contact's Email and 6)Narrative on Scope of Services Provided. 5. Suspension,Debarment or Contract Cancellation.Has Proposer ever been debarred,suspended or other legal violation,or had a contract cancelled due to non- erformance by an ublic sector agency? YES NO SUBMITTAL REQUIREMENT: If answer to above is "YES," Proposer shall submit a statement detailing the reasons that led to action(s). 6.. Vendor Campaign Contributions. Proposers are expected to be or become familiar with,the City's Campaign Finance Reform laws, as codified in Sections 2-487 through 2-490 of the City Code. Proposers shall be solely responsible for ensuring that all applicable provisions of the City's Campaign Finance Reform laws are complied with,and shall be subject to any and all sanctions, as prescribed therein,including disqualification of their Proposals,in the event of such non-compliance. SUBMITTAL REQUIREMENT: Submit the names of all individuals or entities (including your sub-consultants)with a controlling financial interest as defined in solicitation. For each individual or entity with a controlling financial interest indicate whether or not each individual or entity has contributed to the campaign either directly or indirectly, of a candidate who has been elected to the office of Mayor or City Commissioner for the City of Miami Beach. 7. Code of Business Ethics.Pursuant to City Resolution No.2000-23879,each person or entity that seeks to do business with the City shall adopt a Code of Business Ethics ("Code") and submit that Code to the Procurement Department with its proposal/response or within five(5)days upon receipt of request.The Code shall,at a minimum, require the Proposer,to comply with all applicable governmental rules and regulations including, among others, the conflict of interest, lobbying and ethics provisionof the City of Miami Beach and Miami Dade County. SUBMITTAL REQUIREMENT: Proposer shall submit firm's Code of Business Ethics. In lieu of submitting Code of Business Ethics,Proposer may submit a statement indicating that it will adopt,as required in the ordinance,the City of Miami Beach Code of RFP 2019-048-WG 18 i 1 Ethics,available at http://www.miamibeachfl.gov/city-hall/procurement/procurement-related-ordinance-and-procedures. 8. - .. - --. - _ - . '• _:..• - - -- . - .- e • • - • - benefits, benefits benefits-. saw a t+cu►aryear). + , . a - . - -- - ---•. . •- ---• • _ ••-- - - • . e. • te. ..• , e. . .. to the living wage requirement 9. Equal Benefits for Employees with Spouses and Employees with Domestic Partners.When awarding competitively solicited contracts valued at over$100,000 whose contractors maintain 51 or more full time employees on their payrolls during 20 or more calendar workweeks,the Equal Benefits for Domestic Partners Ordinance 2005-3494 requires certain contractors doing business with the City of Miami Beach,who are awarded a contract pursuant to competitive proposals, to provide"Equal Benefits"to their employees with domestic partners, as they provide to employees with spouses. The Ordinance applies to all employees of a Contractor who work within the City limits of the City of Miami Beach,Florida;and the Contractor's employees located in the United States, but outside of the City of Miami Beach limits, who are directly performing work on the contract within the City of Miami Beach. A. Does your company provide or offer access to any benefits to employees with spouses or to spouses of employes? YES NO B. Does your company provide or offer access to any benefits to employees with(same or opposite sex)domestic partners*or to domestic partners of employees? YES NO J C. Please check all benefits that apply to your answers above and list in the "other" section any additional benefits not already specified. Note:some benefits are provided to employees because they have a spouse or domestic partner,such as bereavement leave;other benefits are provided directly to the spouse or domestic partner,such as medical insurance. BENEFIT Firm Provides for , Firm Provides for Firm does not Employees with Employees with Provide Benefit Spouses Domestic Partners. Health Sick Leave Family Medical Leave Bereavement Leave If Proposer cannot offer a benefit to domestic partners because of reasons outside your control, (e.g., there are no insurance providers in your area willing to offer domestic partner coverage)you may be eligible for Reasonable Measures compliance. To comply on this basis, you must agree to pay a cash equivalent and submit a.completed Reasonable Measures Application (attached)with all necessary documentation.Your Reasonable Measures Application will be reviewed for consideration by the City Manager, or his designee.Approval is not guaranteed and the City Manager's decision is final. Further information on the Equal Benefits requirement is available at http://www.miamibeachfl.Qov/city-hall/Drocurement/procurement-related-ordinance-and- procedures/. • RFP 2019-048-WG 19 10. Public Entity Crimes.Section 287.133(2)(a),Florida Statutes,as currently enacted or as amended from time to time,states that a person or affiliate who has been placed on the convicted vendor list following a conviction for a public entity crime may not submit a proposal, proposal, or reply on a contract to provide any goods or services to a public entity; may not submit a proposal, proposal,or reply on a contract with a public entity for the construction or repair of a public building or public work;may not submit proposals, proposals,or replies on leases of real property to a public entity;may not be awarded or perform work as a contractor, supplier,subcontractor,or consultant under a contract with any public entity;and may not transact business with any public entity in excess of the threshold amount provided in s. 287.017 for CATEGORY TWO for a period of 36 months following the date of being placed on the convicted vendor list. SUBMITTAL REQUIREMENT: No;additional submittal is required. By virtue of executing this affidavit document, Proposer agrees with the requirements of Section 287.133,Florida Statutes,and certifies it has not been placed on convicted vendor list. 11. Non-Discrimination.Pursuant to City Ordinance No.2016-3990,the City shall not enter into a contract with a business unless the business represents that it does not and will not engage in a boycott as defined in Section 2-375(a)of the City Code,including the blacklisting,divesting from,or otherwise refusing to deal with a person or entity when such action is based on race,color,national origin,religion,sex,intersexuality,gender identity,sexual orientation,marital or familial status,age or disability. SUBMITTAL REQUIREMENT: No additional submittal is required. By virtue of executing this affidavit document, Proposer agrees it is and shall remain in full compliance with Section 2-375 of the City of Miami Beach City Code. 12. Moratorium on Travel to and the Purchase of Goods or Services from North Carolina and Mississippi. Pursuant to Resolution 2016-29375, the City of Miami Beach, Florida, prohibits official City travel to the states of North Carolina and Mississippi,as well as the purchase of goods or services sourced in North Carolina and Mississippi. Proposer shall agree that no travel shall occur on behalf of the City to North Carolina or Mississippi, nor shall any product or services it provides to the City be sourced from these states. SUBMITTAL REQUIREMENT: No additional submittal is required. By virtue of executing this affidavit document, Proposer agrees it is and shall remain in full compliance with Resolution 2016-29375. 13. Fair Chance Requirement. Pursuant to Section 2-376 of the City Code,the City shall not enter into any contract resulting from a competitive solicitation, unless the proposer certifies in writing that the business has adopted and employs written policies, practices,and standards that are consistent with the City's Fair Chance Ordinance,set forth in Article V of Chapter 62 of the City Code ("Fair Chance Ordinance"), and which, among other things, (i) prohibits City contractors, as an employer, from inquiring about an applicant's criminal history until the applicant is given a conditional offer of employment; (ii) prohibits advertising of employment positions with a statement that an individual with a criminal record may not apply for the position, and (iii) prohibits placing a statement on an employment application that a person with a criminal record may not apply for the position. SUBMITTAL REQUIREMENT: No additional submittal is required at this time. By virtue of executing this affidavit, Proposer certifies that it has adopted policies,practices and standards consistent with the City's Fair Chance Ordinance. Proposer agrees to provide the City with supporting documentation evidencing its compliance upon request. Proposer further agrees that any breach of the representations made herein shall constitute a material breach of contract, and shall entitle the City to the immediate termination for cause of the agreement,in addition to any damages that may be available at law and in equity. 14. Acknowledgement of Addendum. After issuance of solicitation,the City may release one or more addendum to the solicitation which may provide additional information to Proposers or alter solicitation requirements. The City will strive to reach every Proposer having received solicitation through the City's e-procurement system, PublicPurchase.com. However, Proposers are solely responsible for assuring they have received any and all addendum issued pursuant to solicitation.This Acknowledgement of Addendum section certifies that the Proposer has received all addendum released by the City pursuant to this solicitation. Failure to obtain and acknowledge receipt of all addendum may result in proposal disqualification. Initial to Confirm Initial to Confirm Initial to Confirm Receipt Receipt Receipt Addendum 1 Addendum 6 Addendum 11 Addendum 2 Addendum 7 Addendum 12 Addendum 3 Addendum 8 Addendum 13 Addendum 4 Addendum 9 Addendum 14 Addendum 5 Addendum 10 Addendum 15 If additional confirmation of addendum is required,submit under separate cover. RFP 2019-048-WG 20 DISCLOSURE AND DISCLAIMER SECTION The solicitation referenced herein is being furnished to the recipient by the City of Miami Beach (the"City")for the recipients convenience. Any action taken by the City in response to Proposals made pursuant to this solicitation,or in making any award,or in failing or refusing to make any award pursuant to such Proposals,or in cancelling awards,or in withdrawing or cancelling this solicitation, either before or after issuance of an award,shall be without any liability or obligation on the part of the City. In its sole discretion,the City may withdraw the solicitation either before or after receiving proposals, may accept or reject proposals, and may accept proposals which deviate from the solicitation,as it deems appropriate and in its best interest. In its sole discretion,the City may determine the qualifications and acceptability of any party or parties submitting Proposals in response to this solicitation. Following submission of a Bid or Proposal, the applicant agrees to deliver such further details, information and assurances, including financial and disclosure data, relating to the Proposal and the applicant including, without limitation, the applicant's affiliates, officers, directors,shareholders,partners and employees,as requested by the City in its discretion. The information contained herein is provided solely for the convenience of prospective Proposers. It is the responsibility of the recipient to assure itself that information contained herein is accurate and complete.The City does not provide any assurances as to the accuracy of any information in this solicitation. Any reliance on these contents,or on any permitted communications with City officials,shall be at the recipient's own risk. Proposers'should rely exclusively on their own investigations,interpretations,and analyses.The solicitation is being provided by the City without any warranty or representation,express or implied,as to its content,its accuracy,or its completeness. No warranty or representation is made by the City or its agents that any Proposal conforming to these requirements will be selected for consideration,negotiation,or approval. The City shall have no obligation or liability with respect to this solicitation,the selection and the award process,or whether any award will be made.Any recipient of this solicitation who responds hereto fully acknowledges all the provisions of this Disclosure and Disclaimer,is totally relying on this Disclosure and Disclaimer,and agrees to be bound by the terms hereof.Any Proposals submitted to the City pursuant to this solicitation are submitted at the sole risk and responsibility of the party submitting such Proposal. This solicitation is made subject to correction of errors,omissions,or withdrawal from the market without notice. Information is for guidance only,and does not constitute all or any part of an agreement. The City and all Proposers will be bound only as, if and when a Proposal (or Proposals), as same may be modified, and the applicable definitive agreements pertaining thereto, are approved and executed by the parties, and then only pursuant to the terms of the definitive agreements executed among the parties.Any response to this solicitation may be accepted or rejected by the City for any reason,or for no reason,without any resultant liability to the City.- The City is governed by the Government-in-the-Sunshine Law,and all Proposals and supporting documents shall be subject to disclosure as required by such law. All Proposals shall be submitted in sealed proposal form and shall remain confidential to the extent permitted by Florida Statutes, until the date and time selected for opening the responses.At that time, all documents received by the City shall become public records. Proposers are expected to make all disclosures and declarations as requested in this solicitation.By submission of a Proposal,the Proposer acknowledges andagrees that the City has the right to make any inquiry or investigation it deems appropriate to substantiate or supplement information contained in the Proposal,and authorizes the release to the City of any and all information sought in such inquiry or investigation. Each Proposer certifies that the information contained in the Proposal is true, accurate and complete, to the best of its knowledge, information,and belief. Notwithstanding the foregoing or anything contained in the solicitation,all Proposers agree that in the event of a final unappealable judgment by a court of competent jurisdiction which imposes on the City any liability arising out of this solicitation, or any response thereto, or any action or inaction by the City with respect thereto,such liability shall be limited to$10,000.00 as agreed-upon and liquidated damages.The previous sentence, however, shall not be construed to circumvent any of the other provisions of this Disclosure and Disclaimer which imposes no liability on the City. In the event of any differences in language between this Disclosure and Disclaimer and the balance of the solicitation, it is understood that the provisions of this Disclosure and Disclaimer shall always govern.The solicitation and any disputes arising from the solicitation shall be governed by and construed in accordance with the laws of the State of Florida. RFP 2019-048-WG 21 PROPOSER CERTIFICATION I hereby certify that: I, as an authorized agent of the Proposer, am submitting the following information as my firm's proposal; Proposer agrees to complete and unconditional acceptance of the terms and conditions of this document, inclusive of this solicitation, all attachments, exhibits and appendices and the contents of any Addenda released hereto, and the Disclosure and Disclaimer Statement; Proposer agrees to be bound to any and all specifications, terms and conditions contained in the solicitation, and any released Addenda and understand that the following are requirements of this solicitation and failure to comply will result in disqualification of proposal submitted; Proposer has not divulged, discussed, or compared the proposal with other Proposers and has not colluded with any other Proposer or party to any other proposal; Proposer acknowledges that all information contained herein is part of the public domain as defined by the State of Florida Sunshine and Public Records Laws;all responses,data and information contained in this proposal, inclusive of the Proposal Certification,Questionnaire and. Requirements Affidavit are true and accurate. Name of Proposer's Authorized Representative: r Title of Proposer's Authorized Representative: Signature of Proposer's Authorized Representative: Date: RFP 2019-048-WG 22 APPENDIX B M A B EAC H " No Bid " Form 2018-048-WG Insurance Broker of Record PROCUREMENT DEPARTMENT 1755 Meridian Avenue, 3rd Floor Miami Beach, Florida 33139 Note: It is important for those vendors who have received notification of this solicitation but have decided not to respond, to complete and submit the attached "Statement of No Bid_'' The "Statement of No Bid" provides the City with information on how to improve the solicitation process Failure to submit a "Statement of No, Bid" may result in not being notified of future solicitations by the City. RFP 2019-048-WG 23 Statement of No Bid WE HAVE ELECTED NOT TO SUBMIT A PROPOSAL AT THIS TIME FOR REASON(S) CHECKED AND/OR INDICATED BELOW: Workload does not allow us to proposal _Insufficient time to respond Specifications unclear or too restrictive Unable to meet specifications Unable to meet service requirements _Unable to meet insurance requirements _Do not offer this product/service _OTHER. (Please specify) We do_do not_want to be retained on your mailing list for future proposals of this type product and/or service. Signature: Title: Legal Company Name: Note: Failure to respond, either by submitting a proposal or this completed form, may result in your company being removed from our vendors list. PLEASE RETURN TO: CITY OF MIAMI BEACH DEPT. OF PROCUREMENT MANAGEMENT ATTN: Jason Crouch PROPOSAL#2019-048-WG '1755 Meridian Avenue , MIAMI BEACH, FL 33139 RFP 2019-048-WG 24 APPENDIX C • Minimum ' Requirements & Specifications 2018-048-WG Insurance Broker of Record PROCUREMENT DEPARTMENT 1755 Meridian Avenue, 3rd Floor Miami Beach, Florida 33139 RFP 2019-048-WG 25 Cl. Minimum Eligibility Requirements. The Minimum Eligibility Requirements for this solicitation are listed below. Bidder shall submit the required submittal(s) documenting compliance with each minimum requirement. Proposers that fail to comply with minimum requirements shall be deemed non-responsive and shall not have its bid considered. 1. Proposer and/or Principal(s) (defined as the Firm) shall have at least five (5) years of experience with placing multi-layered programs with Florida coastal exposures, with at least three(3) accounts that each have a minimum Total Insured Value of$1,000,000. C2. Statement of Work Required. The City of Miami Beach is soliciting proposals for an Agent/Broker to be appointed Broker of Record to provide at a minimum, the following services: 1. Provide assistance to the City's Risk Management Division in determining the City's commercial insurance needs. 2. Prepare annual report informing the City's Risk Management Division regarding insurance market conditions that may affect the City's policies and risk exposure prior to policy renewal. Report shall include, but not be limited to the following: • Trend and development factors • Catastrophe modeling • Comments on major losses incurred during past year and how they affect the market • Alternative risk financing vehicles to reduce the City's cost of risk control • Estimate of expected insurance premiums and other costs for the upcoming fiscal year. • Analysis of the City's exposure to loss, adequacy of coverage and present options for coverage 3. Prepare bid specifications and underwriting data 45 days prior to expiration, subject to the approval of the City's Risk Management Division to submit to acceptable insurance markets for the purpose of obtaining quotations for insurance coverage. 4. Upon direction from the City approach all acceptable insurance companies on behalf of the Client and obtain written competitive quotes for insurance coverage. A complete list of the companies contacted along with their response shall be submitted. Insurance companies must be reputable and financially responsible. The City shall be informed of any changes in rating of the insurers and recommendations of changes, if necessary. 5. Present to the.Client all insurance coverage proposals obtained 30 days prior to expiration of • coverage. The proposals shall include a report with a comprehensive analysis by the broker of the proposals obtained with recommendations for the selection of one proposal for the particular risk to be covered. Negotiate on behalf of and with direction from the City with all insurance carriers to obtain the best prices terms and conditions available. 6. Prepare a working summary(Insurance in Force)for the City of each policy including key terms, conditions, limits, deductibles/retentions,endorsements and premiums. RFP 2019-048-WG 26 7. Review all insurance binders, policies and invoices received for policies purchased by the Client to assure their accuracy and conformity to specifications. Request any necessary endorsements, changes, revisions that may be required. 8. Review leases, agreements and construction contracts to provide recommendations for insurance requirements. 9. Service existing policies as necessary. This includes but is not limited to issuing certificates of insurance to provide evidence of coverage promptly making policy changes and obtaining endorsements 10. Promptly report any claims to the insurance carrier and monitor the handling and disposition of the claim to assure the Client s policy rights are protected. Assign a claims adjustment firm to handle claims for all layers of coverage. Negotiate prompt settlement of claims with adjusters/underwriters. 11. Assist the City in providing insurance related documentation in respect to any FEMA related claims. 12. Maintain accurate claim data on an accident date basis and provide the City with status reports, in the form and frequency agreed upon with the City. 13. Assign an Account Executive to this Program who will be responsible for communication with Risk Management and who, along with other team members assigned, be available daily to Risk Management for advice and consultation on risk related issues and concerns. 14. Attend meetings related to'this program with Risk Management staff and other City staff, as requested. 15. Assist City with the development of annual letter to the Division of Emergency Management requesting confirmation that the City's program meets the standard of a reasonable program as prescribed by the Stafford Act. 16. Contract with Loss Control firm to provide inspections of properties, engineering services, plans review and thermographic imaging services. Act as liaison between Loss Control firm and the City. 17. Consult with the City and_ respective departments to ensure that significant loss control recommendations are addressed. 18. Provide appraisals for all Client buildings identified by Clients statement of values The first 1 3 of the buildings that are identified by the Client will be appraised the first year the second 1 3 of the buildings that are identified by the Client will be appraised the second year and the third 1 3 of the buildings that are identified by the Client will be appraised in the third year. 19. Brokers will identify locations to be covered by NFIP policies. Request flood zone determinations. Complete applications for coverage with pertinent information. Provide NFIP quotation to Risk Management, submit payment to NFIP carrier, review all NFIP policies for RFP 2019-048-WG 27 accuracy, and maintain schedules of NFIP policies. 20. Additional services may be requested by the City and the Broker shall have the right to charge the Additional Service fees for such additional services that may be requested. A Work Order as to the additional services and fees shall be created and agreed to by both parties. • RFP 2019-048-WG 28 APPENDIX D M I Am 1 B „EAC Special Condilions 2018-048-WG Insurance Broker of Record PROCUREMENT'DEPARTMENT 1755 Meridian Avenue, 3rd Floor Miami Beach, Florida 33139. RFP 2019-048-WG 29 1. Term of Contract. This contract shall remain in effect for three (3) years from date of contract execution by the Mayor and City Clerk. The City of Miami Beach has the option to renew the contract at the sole discretion of the City Manager for, an additional two (2), one (1) year periods, on a year-to-year basis. Renewal of the contract is a City of Miami Beach prerogative, not a right of the Contractor. Such option will be exercised, if at all, only when it is in the best interest of the City of Miami Beach. 2. Prices Shall Be Fixed And Firm For Term Of Contract. If the bidder is awarded a contract under this bid solicitation, the prices quoted by the bidder on the Bid Form shall remain fixed and firm during the three (3) year term of this contract; provided, however, that the bidder may offer incentive discounts from this fixed price to`the City at any time during the contractual term. 3. Option To Renew With Price Adjustment. The contract could be extended for an additional two (2),one(1)year terms,on a year to year basis, at the sole discretion of the City Manager. RFP 2019-048-WG 30 • APPENDIX E • m 1, Am BEAc H Insurance Requirements 2018-048-WG Insurance Broker of Record PROCUREMENT DEPARTMENT 1755 Meridian Avenue, 3rd Floor Miami Beach, Florida 33139 RFP 2019-048-WG 31 MIAMIBEACH INSURANCE REQUIREMENTS This document sets forth the minimum levels of insurance that the contractor is required to maintain throughout the term of the contract and any renewal periods. XXX 1. Workers'Compensation and Employer's Liability per the Statutory limits of the state of Florida. XXX 2. Comprehensive General Liability(occurrence form), limits of liability $ 1,000,000.00 per occurrence for. bodily injury property damage to include Premises/ Operations; Products, Completed Operations and Contractual Liability. Contractual Liability and Contractual Indemnity (Hold harmless endorsement exactly as written in"insurance requirements"of specifications). XXX 3. Automobile Liability-$1,000,000 each occurrence-owned/non-owned/hired automobiles included. 4. Excess Liability-$ .00 per occurrence to follow the primary coverages. XXX 5. Professional Liability (Errors and Omissions),Insurance appropriate to the consultant's profession, with. limit no less than$1,000;000 per occurrence or per claim, $2,000,000 aggregate. XXX 6. The City must be named as and additional insured on the liability policies; and it must be stated on the certificate. • 7. Other Insurance as indicated: Builders Risk completed value $ .00 Liquor Liability $ .00 _Fire Legal Liability $ .00 - _Protection and Indemnity $ .00 _Employee Dishonesty Bond $ .00 Other $ .00 XXX 8. Thirty(30)days written cancellation notice required. XXX 9. Best's guide rating Bi-:VI,or better, latest edition. XXX 10. The certificate must state the proposal number and title The City of Miami Beach is self-insured. Any and all claim payments made from self-insurance are subject to the limits and provisions of Florida Statute 768.28, the Florida Constitution, and any other applicable Statutes. RFP 2019-048-WG 32 ATTACHMENT C CONSULTANTS RESPONSE TO THE (RFP) Detail by Entity Name Page 1 of 7 Florida Department of State DIVISION OF CORPORATIONS 44.tat Ir� 'R't i .lJ1 r'1 Department of State / Division of Corporations / Search Records / Detail By Document Number/ Detail by Entity Name Foreign Profit Corporation MCGRIFF,SEIBELS&WILLIAMS, INC. Filing Information Document Number F04000002686 FEI/EIN Number 20-0468966 Date Filed 05/14/2004 State AL Status ACTIVE Last Event REINSTATEMENT Event Date Filed 04/30/2007 Principal Address 2211 7th Avenue South Birmingham,AL 35233-2310 Changed:04/09/2018 Mailing Address c/o Katrina D Ramey 200 West Second Street 3rd Floor Winston-Salem,NC 27101 Changed:04/09/2018 • Registered Agent Name&Address C T CORPORATION SYSTEM 1200 SOUTH PINE ISLAND ROAD PLANTATION,FL 33324 Officer/Director Detail Name&Address Title Director • Brazil!,James H. 2211 7th Avenue South Birmingham,AL 35233-2310 Title Director Cooney,Gary M. • http://search.sunbiz.org/Inquiry/CorporationSearch/SearchResultDetail?inquirytype=Entity... 6/20/2019 Detail by Entity Name Page 2 of 7 2211 7th Avenue South Birmingham,AL 35233-2310 Title Director Dunbar,Bruce C.,Jr. 2211 7th Avenue South Birmingham,AL 35233-2310 Title Director Ebner,Thomas A. • 2211 7th Avenue South Birmingham,AL 35233-2310 Title Director Hodo,E. Douglas,Jr. 2211 7th Avenue South Birmingham,AL 35233-2310 Title Director Lambert,Thomas A.,III 2211 7th Avenue South Birmingham,AL 35233-2310 Title Director Screen,Randolph B. 2211 7th Avenue South Birmingham,AL 35233-2310 Title VP Atiles,Nona M. 2211 7th Avenue South Birmingham,AL 35233-2310 • • Title VP Benoit,Jonathan S. 2211 7th Avenue South Birmingham,AL 35233-2310 Title VP Brown,Jack W. 2211 7th Avenue South Birmingham,AL 35233-2310 Title VP http://search.sunbiz.org/Inquiry/CorporationS earch/S earchResultDetail?inquirytype=Entity... 6/20/2019 Detail by Entity Name Page 3 of 7 Bunn,Belinda F. 2211 7th Avenue South Birmingham,AL 35233-2310 Title VP • Canada,April D: 2211 7th Avenue South Birmingham,AL 35233-2310 Title VP Carter,John F. 2211 7th Avenue South Birmingham,AL 35233-2310 Title VP Chappell,Sharon M. 2211 7th Avenue South Birmingham,AL 35233-2310 Title President Ebner,Thomas A. 2211 7th Avenue South ' Birmingham,AL 35233-2310 Title VP Ferris,Alisa B. 2211 7th Avenue South Birmingham,AL 35233-2310 Title VP • Fields,Pamela K. 2211 7th Avenue South • Birmingham,AL 35233-2310 Title VP Foster, Deborah K. 2211 7th Avenue South Birmingham,AL 35233-2310 Title VP Goodwyn,Penelope B. 2211 7th Avenue South Birmingham,AL 35233-2310 http://search:sunbiz.org/Inquiry/CorporationSearch/SearchResultDetail?inquirytype=Entity... 6/20/2019 Detail by Entity Name Page 4 of 7 Title VP Gordon,Spencer K. 2211 7th Avenue South Birmingham,AL 35233-2310 Title VP Graham,Emris H. 2211 7th Avenue South Birmingham,AL 35233-2310 Title VP Green,Mark W. 2211 7th Avenue South Birmingham,AL 35233-2310 Title VP Harkins,Mary A. 2211 7th Avenue South • Birmingham,AL 35233-2310 Title VP Henry,Thomas C. • 2211 7th Avenue South Birmingham,AL 35233-2310 Title VP Hewitt,Katrina M. 2211 7th Avenue South Birmingham,AL 35233-2310 Title VP • Hill,Jacob D. 2211 7th Avenue South Birmingham,AL 35233-2310 Title VP Kersnowski,Cheryl A. 2211 7th Avenue South 'Birmingham,AL 35233-2310 Title VP Knecht, Hyland S. http://search.sunbiz.org/Inquiry/CorporationSearch/SearchResultDetail?inquirytype=Entity... 6/20/2019 Detail by Entity Name Page 5 of 7 2211 7th Avenue South ' Birmingham,AL 35233-2310 Title Treasurer Lambert,Thomas A. 2211 7th Avenue South Birmingham,AL 35233-2310 `Title VP Latham,Jeffrey H. 2211 7th Avenue South Birmingham,AL 35233-2310 Title VP Leake,Niki M. 2211 7th Avenue South Birmingham,AL 35233-2310 Title Secretary • May,Temple C. 2211 7th Avenue South Birmingham,AL 35233-2310 Title VP • McGinnis,Michael B. 2211 7th Avenue South Birmingham,AL 35233-2310 Title VP McQuate,Glenn W. ' 2211 7th Avenue South . Birmingham,AL 35233-2310 Title VP Miller,David S. • 2211 7th Avenue South Birmingham,AL 35233-2310 Title VP Milner,M.Kelly 2211 7th Avenue South Birmingham,AL 35233-2310 Title VP http://search.sunbiz.org/Inquiry/CorporationSearch/SearchResultDetail?inquirytype=Entity... 6/20/2019 Detail by Entity Name Page 6 of 7 Perry,Pamela J. 2211 7th Avenue South Birmingham,AL 35233-2310 Title VP Pfeiffer,Brad A. 2211 7th Avenue South Birmingham,AL 35233-2310 Title VP Price,Cheryl K. 2211 7th Avenue South Birmingham,AL 35233-2310 Title VP Prouty,Paul W. 2211 7th Avenue South Birmingham,AL 35233-2310 Title VP Provost,Thomas C. 2211 7th Avenue South Birmingham,AL 35233-2310 Title VP , Reed,Kelli Hyde . 2211 7th Avenue South Birmingham,AL 35233-2310 Title VP Rieves,Melinda A. 2211 7th Avenue South Birmingham,AL 35233-2310 Title VP Smith,Lori W. 2211 7th Avenue South Birmingham,AL 35233-2310 Title VP Smith,Teresa D. 2211 7th Avenue South Birmingham,AL 35233-2310 http://search.sunbiz.org/Inquiry/CorporationSearch/SearchResultDetail?inquirytype=Entity... 6/20/2019 Detail by Entity Name Page 7 of 7 • • Title VP • Walker,Scott K. 2211 7th Avenue South Birmingham,AL 35233-2310 • Title VP Westmoreland,Maria Dewan 22117th Avenue South Birmingham,AL 35233-2310 Title VP Wong,Mary S. 2211 7th Avenue South • Birmingham,AL 35233-2310 Annual Reports Report Year Filed Date 2017 04/05/2017 • 2018 04/09/2018 • 2019 03/21/2019 Document Images 03/21/2019--ANNUAL REPORT[ View image in PDF format 04/09/2018--ANNUAL REPORT View image in PDF format 04/05/2017—ANNUAL REPORT View image in PDF format 04/18/2016--ANNUAL REPORT View image in PDF format 04/11/2015--ANNUAL REPORT View image in PDF format 04/05/2014--ANNUAL REPORT View image in PDF format 04/13/2013--ANNUAL REPORT View image in PDF format 04/14/2012--ANNUAL REPORT View image in PDF format 04/12/2011—ANNUAL REPORT View image in PDF format 04/02/2010--ANNUAL REPORT View image in PDF format 04/03/2009--ANNUAL REPORT View image in PDF format 04/17/2008--ANNUAL REPORT View image in PDF format 04/30/2007--REINSTATEMENT[ View image in PDF format 04/28/2005--ANNUAL REPORT View image in PDF format 05/14/2004--Foreign Profit View image in PDF format Florida Department of State,Division of Corporations . i http://search.sunbiz.org/Inquiry/CorporationSearch/SearchResultDetail?inquirytype=Entity... 6/20/2019 _, �v —.- ___ ____.____ . ___.__,__, ____ 11111111.11 nim f �(LLS! y' µll j 7 YJr rig Er f :*" °a={ "!s.Y,.� _ +fit �1 ..�,:-'� r i 79 ti v 4 7 �aS •-te �k n i[ , : wil'.11---.:si ` Z'S' Sir "� ks -'t M• t k - j .. .4-.:'''''''am j.Y= -' �nrwcv? y e `" -mss _� ', t' ' -� x i ,4 a f q x' � �., 5.1 r -t'r ''f 1:1N,.: / gip- • _i .1 i 1 CITY OF MIAMI BEACH REQUEST FOR PROPOSAL — INSURANCE BROKER OF RECORD , RFP No. 2019-048-W6 MARCH 28, 2019 3:00PM PRESENTED BY: Johnny Fontenot, CPCU, ARM, AIC Regina Lock, MBA, RMPE Executive.Vice President Account Executive MCGRIFF, SEIBELS & WILLIAMS, INC. I 400 N. TAMPA ST., FLOOR 23 I TAMPA, FL 33602 PHONE: (813) 314-5267 FAX: (469) 232-2101 WWW.MCGRIFF.COM MIAMI BEACH McGRIF$SEIBELS&WILLIAMS,INC. , 11111 Ms�; McGRIFF, SEISTIN C. 8c WILLIAMS, IC. 400 N.Tampa Street,Floor 23•Tampa,FL 33602•TEL—(813)314-5267•FAX—(469)232-2101 4.._...... ..._ ,• ..,sm.G i .-...e._ e.m.-SGaws..aW:_mawu.eradA Ld.. : J "w`:n#.ca_u...::4.wh: j` �`wee:u:3 .ix.l}>.4eygie.m�"m�.'L'rr&Y ` Yaa/v.m4Vvami..m�S.yl uv.�s�tY:l�f' `'S'4G.Z _- March 26,2019 Mr.Jason Crouch Procurement Contracting Officer II City of Miami Beach 1755 Meridian Avenue,3rd Floor Miami Beach,FL 33139 Re: Request for Proposals—Insurance Broker of Record 2019-048-WG Dear Mr. Crouch: McGriff, Seibels, and Williams,Inc. is pleased to submit this proposal to the City of Miami Beach for Insurance Broker of Record. In reviewing our proposal we hope you find McGriff to be the leader in public entity insurance brokerage arid consulting. As you will see from our references,we understand and excel at servicing the specific needs of public entities. Founded,in 1886,McGriff,Seibels&Williams,Inc. (McGriff)is one of the leading risk consulting and insurance brokerage firms in the country. In 2004 MSW joined the BB&T family of companies. With an industry-wide reputation for technical expertise and creative solutions, BB&T/MSW has tripled its revenue over the last ten years. According to the insurance industry's annual"Best Practices Study",McGriff has been one of the highest performing insurance sales organization in the country. McGriff,Seibels,and Williams,Inc.has a Strong Public Entity Practice Group—We focus on distinct business sectors in order to bring the benefit of specialization to our clients,and to insure that there is no learning curve at your expense. This is especially true of the Public Entity Group. Key leaders of the Public Entity group will be managing and servicing The City of Miami Beach's account. The dynamics of the City of Miami Beach is exciting to see. We look forward to an opportunity to be a part of it. If successful in procuring this opportunity, McGriff will make a commitment to the City to provide you with services specifically developed with your requirements in mind. We are certain that given the chance,we can redefine your expectations in the field of insurance broker services. Thank you for this opportunity and for considering McGriff, Seibels,and Williams for the exciting challenges that lie ahead. Your Primary Contacts will be: Johnny Fontenot,CPCU,ARM,AIC Regina Lock,MBA,RMPE JFontenot@McGriff:com RLock@McGriff.com 877-624-7433 813-314-5267 Sincerely, Johnny Fontenot,CPCU,ARM,AIC Executive Vice President JF:th TABLE OF CONTENTS 1 . Cover Letter & Minimum Qualifications 1 . 1 Cover Letter & Table of Contents 1 .2 Proposal Certification, Questionnaire & Required Affidavit (Appendix A) a. References b. Code of Ethics 1 .3 Minimum Qualifications Requirements 2. Experience & Qualifications 2. 1 Qualifications of Proposer 2.2 Qualifications of Proposer Team l 3. Approach and Methodology 3. 1 Basic Services 3.2 Value Added Services 1M1v_ / L APPENDIX A • a . Proposal Certification , Questionnaire & Rea uirements Affidavit 2018-048-WG Insurance Broker of Record PROCUREMENT DEPARTMENT 1755 Meridian Avenue, 3rd Floor Miami Beach, Florida 33139 RFP 2019-048-WG • 16 Solicitation No: Solicitation Title: 2019-048-WG Insurance Broker of Record Procurement Contact: Tel: Email: Jason Crouch 305.673.7000 x 6694 jasoncrouch@miamibeachfl.gov PROPOSAL CERTIFICATION,QUESTIONNAIRE&REQUIREMENTS AFFIDAVIT Purpose: The purpose of this Proposal Certification, Questionnaire and Requirements Affidavit Form is to inform prospective Proposers of certain solicitation and contractual requirements, and to collect necessary information from Proposers in order that certain portions of responsiveness, responsibility and other determining factors and compliance with requirements may be evaluated. This Proposal Certification, Questionnaire and Requirements Affidavit Form is a REQUIRED FORM that must be submitted fully completed and executed. 1. General Proposer Information. FIRM NAME: i McGriff,Seibels&Williams,Inc. NO.OF YEARS IN BUSINESS: NO.OF YEARS IN BUSINESS LOCALLY: 97 Years 20 Years OTHER NAME(S)PROPOSER HAS OPERATED UNDER IN THE LAST 10 YEARS: BB&T Insurance Services,Inc.;McGriff Insurance Services,Inc. FIRM PRIMARY ADDRESS(HEADQUARTERS): BB&T Corporation,200 West Second Street CITY: Winston-Salem STATE: ZIP CODE: North Carolina 27101 TELEPHONE NO.: 800-226-5228 TOLL FREE NO.: 800-226-5228 FAX NO.: 469-232-2101 FIRM LOCAL ADDRESS: 400 N.Tampa St.,Floor 23 CITY: Tampa STATE: ZIP CODE: FL 33602 PRIMARY ACCOUNT REPRESENTATIVE FOR THIS ENGAGEMENT: Johnny Fontenot/Regina Lock ACCOUNT REP TELEPHONE NO.: 877-624-7433/813-314-5267 ACCOUNT REP TOLL FREE NO.: 877-624-7433 ACCOUNT REP EMAIL: jfontenotna,mcgriff.com /Rlock anmcgriff.com FEDERAL TAX IDENTIFICATION NO.: 20-0468966 The City reserves the right to seek additional information from Proposer or other source(s), including but not limited to:any firm or principal information,applicable licensure, resumes of relevant individuals,client information,financial information,or any information the City deems necessary to evaluate the capacity of the Proposer to perform in accordance with contract requirements. RFP 2019-048-WG 17 • 1. Veteran Owned Business.Is Pro oser claiming a veteran owned business status? YES X NO SUBMITTAL REQUIREMENT:Proposers claiming veteran owned business status shall submit a documentation proving that firm is certified as a veteran-owned business or a service-disabled veteran owned business by the State of Florida or United States federal government,as required pursuant to ordinance 2011-3748. 2. Financial Capacity. When requested by the City, each Proposer shall arrange for Dun & Bradstreet to submit a Supplier Qualification Report(SQR)directly to the Procurement Contact named herein. No proposal will be considered without receipt, by the City, of the SQR,directly from Dun & Bradstreet. The cost of the preparation of the SQR shall be the responsibility of the Proposer.The Proposer shall request the SQR report from D&B at: https://supplierportal.dnb.com/webapplwcs/stores/servlet/SupplierPortal?storeld=11696 Proposers are responsible for the accuracy of the information contained in its SQR. It is highly recommended that each Proposer review the information contained in its SQR for accuracy prior to submittal to the City and as early.as possible in the solicitation process. For assistance with any portion of the SQR submittal process, contact Dun & Bradstreet at 800-424-2495. SUBMITTAL REQUIREMENT: Proposer shall request that Dun & Bradstreet submit its Supplier Qualifier Report directly to the City,with bid or within 2 days of request. 3. Conflict Of Interest.All Proposers must disclose,in their Proposal,the name(s)of any officer,director,agent,or immediate family member (spouse, parent, sibling, and child) who is also an employee of the City of Miami Beach. Further, all Proposers must disclose the name of any City employee who owns, either directly or indirectly, an interest of ten.(10%) percent or more in the Proposer entity or any of its affiliates. SUBMITTAL REQUIREMENT: Proposers must disclose the name(s)of any officer, director, agent, or immediate family member (spouse,parent,sibling,and child)who is also an employee of the City of Miami Beach. Proposersmustalso disclose the name of any City employee who owns,either directly or indirectly,an interest of ten(10%)percent or more in the Proposer entity or any of its affiliates. 4. References&Past Performance.Proposer shall submit at least three(3)references for whom the Proposer has completed work similar in size and nature as the work referenced in solicitation. SUBMITTAL REQUIREMENT: For each reference submitted, the following information is required: 1) Firm Name, 2) Contact Individual Name&Title,3)Address,4)Telephone,5)Contact's Email and 6)Narrative on Scope of Services Provided. 5. Suspension,Debarment or Contract Cancellation.Has Proposer ever been debarred,suspended or other legal violation,or had a contract cancelled due to non- erformance by an •ublic sector agency? YES x NO SUBMITTAL REQUIREMENT: If answer to above is"YES," Proposer shall submita statement detailing the reasons that led to action(s). 6. Vendor Campaign Contributions. Proposers are expected to be or become familiar with, the City's Campaign Finance Reform laws, as codified in Sections 2-487 through 2-490 of the City Code. Proposers shall be solely responsible for ensuring that all applicable provisions of the City's Campaign Finance Reform laws are complied with,and shall be subject to any and all sanctions, as prescribed therein,including disqualification of their Proposals,in the event of such non-compliance. SUBMITTAL REQUIREMENT: Submit the names of all individuals or entities (including your sub-consultants)with a controlling financial interest as defined in solicitation. For each individual or entity with a controlling financial interest indicate whether or not each individual or entity has contributed to the campaign either directly or indirectly, of a candidate who has been elected to the office of Mayor or City Commissioner for the City of Miami Beach. 7. Code of Business Ethics. Pursuant to City Resolution No.2000-23879,each person or entity that seeks to do business with the City shall adopt a Code of Business Ethics ("Code") and submit that Code to the Procurement Department with its proposal/response or within five(5)days upon receipt of request.The Code shall,at a minimum, require the Proposer,to comply with all applicable govemmental rules and regulations including, among others, the conflict of interest, lobbying and ethics provisionof the City of Miami Beach and Miami Dade County. SUBMITTAL REQUIREMENT: Proposer shall submit firm's Code of Business Ethics. In lieu of submitting Code of Business Ethics,Proposer may submit a statement indicating that it will adopt,as required in the ordinance,the City of Miami Beach Code of RFP 2019-048-WG 18 Ethics,available at http://www.miamibeachfi.gov/city-hall/procurement/procurement-related-ordinance-and-procedures. 8. - --•. . ... . ....: : - - _ - - -- - . ••.- - - benefits: benefits: benefits: to the living wage requirement 9. Equal Benefits for Employees with Spouses and Employees with Domestic Partners.When awarding competitively solicited contracts valued at over$100,000 whose contractors maintain 51 or more full time employees on their payrolls during 20 or more calendar work weeks,the Equal Benefits for Domestic Partners Ordinance 2005-3494 requires certain contractors doing business with the City of Miami Beach,who are awarded a contract pursuant to competitive proposals,to provide"Equal Benefits"to their employees with domestic partners, as they provide to employees with spouses. The Ordinance applies to all employees of a Contractor who work within the City limits of the City of Miami Beach,Florida;and the Contractor's employees located in the United States, but outside of the City of Miami Beach limits, who are directly performing work on the contract within the City of Miami Beach. A. Does your company provide or offer access to any benefits to employees with spouses or to spouses of employees? X YES NO B. Does your company provide or offer access to any benefits to employees with(same or opposite sex)domestic partners*or to domestic partners of employees? X YES NO C. Please check all benefits that apply to your answers above and list in the "other" section any additional benefits not already. specified. Note:some benefits are provided to employees because they have a spouse or domestic partner,such as bereavement leave;other benefits are provided directly to the spouse or domestic partner,such as medical insurance. BENEFIT Firm Provides for Firm Provides for Firm does not Employees with Employees with Provide Benefit Spouses Domestic Partners • Health X X Sick Leave X X Family Medical Leave X X Bereavement Leave X X If Proposer cannot offer a benefit to domestic partners because of reasons outside your control, (e.g., there are no insurance providers in your area willing to offer domestic partner coverage)you may be eligible for Reasonable Measures compliance. To comply on this basis, you must agree to pay a cash equivalent and submit a completed Reasonable'Measures Application (attached)with all necessary documentation.Your Reasonable Measures Application will be reviewed for consideration by the City Manager,or his designee.Approval is not guaranteed and the City Manager's decision is final. Further information on the Equal Benefits requirement is available at http://www.miamibeachfi.gov/city-hall/procurement/orocurement-related-ordinance-and- procedures/. RFP 2019-048-WG 19 10. Public Entity Crimes.Section 287.133(2)(a),Florida Statutes,as currently enacted or as amended from time to time,states that a person or affiliate who has been placed on the convicted vendor list following a conviction for a public entity crime may not submit a proposal, proposal, or reply on a contract to provide any goods.or services to a public entity; may not submit a proposal, proposal,or reply on a contract with a public entity for the construction or repair of a public building or public work;may not submit proposals,proposals,or replies on leases of real property to a public entity; may not be awarded or perform work as a contractor, supplier,subcontractor,or consultant under a contract with any public entity;and may not transact business with any public entity in excess of the threshold amount provided in s. 287.017 for CATEGORY TWO for a period of 36 months following the date of being placed on the convicted vendor list. SUBMITTAL REQUIREMENT: No additional submittal is required. By virtue of executing this affidavit document, Proposer agrees with the requirements of Section 287.133,Florida Statutes,and certifies it has not been placed on convicted vendor list. 11. Non-Discrimination.Pursuant to City Ordinance No.2016-3990,the City shall not enter into a contract with a business unless the business represents that it does not and will not engage in a boycott as defined in Section 2-375(a)of the City Code,including the blacklisting,divesting from,or otherwise refusing to deal with a person or entity when such action is based on race,color, national origin,religion,sex,intersexuality,gender identity,sexual orientation,marital or familial status,age or disability. SUBMITTAL REQUIREMENT: No additional submittal is required. By virtue of executing this affidavit document, Proposer agrees it is and shall remain in full compliance with Section 2-375 of the City of Miami Beach City Code. 12. Moratorium on Travel to and the Purchase of Goods or Services from North Carolina and Mississippi. Pursuant to Resolution 2016-29375, the City of Miami Beach, Florida, prohibits official City travel to the states of North Carolina and Mississippi,as well as the purchase of goods or services sourced in North Carolina and Mississippi. Proposer shall agree that no travel shall occur on behalf of the City to North Carolina or Mississippi,nor shall any product or services it provides to the City be sourced from these states. SUBMITTAL REQUIREMENT: No additional submittal is required. By virtue of executing this affidavit document, Proposer agrees it is and shall remain in full compliance with Resolution 2016-29375. 13. Fair Chance Requirement. Pursuant to Section 2-376 of the City Code,the City shall not enter into any contract resulting from a competitive solicitation, unless the proposer certifies in writing that thebusiness has adopted and employs written policies, practices,and standards that are consistent with the City's Fair Chance Ordinance, set forth in Article V of Chapter 62 of the City Code ("Fair Chance Ordinance"), and which, among other things, (i) prohibits City contractors, as an employer, from inquiring about an applicant's criminal history until the applicant is given a conditional offer of employment; (ii) prohibits advertising of employment positions with a statement that an individual with a,criminal record may not apply for the position, and (iii) prohibits placing a statement onan employment application that a person with a criminal record may not apply for the position. SUBMITTAL REQUIREMENT: No additional submittal is required at this time. By virtue of executing this affidavit, Proposer certifies that it has adopted policies,practices and standards consistent with the City's Fair Chance Ordinance. Proposer agrees to provide the City with supporting documentation evidencing its compliance upon request. Proposer further agrees that any breach of the representations made herein shall constitute a material breach of contract, and shall entitle the'City to the immediate termination for cause of the agreement,in addition to any damages that may be available at law and in equity. 14. Acknowledgement of Addendum. After issuance of solicitation,the City may release one or more addendum to the solicitation which may provideadditional information to Proposers or alter solicitation requirements. The City will strive to reach every Proposer having received solicitation through the City's e-procurement system, PublicPurchase.com. However, Proposers are solely responsible for assuring they have received any and all addendum issued pursuant to solicitation.This Acknowledgement of Addendum section certifies that the Proposer has received all addendum released by the City pursuant to this solicitation. Failure to obtain and acknowledge receipt of all addendum may result in proposal disqualification. Initial to Confirm Initial to Confirm Initial to Confirm Receipt Receipt Receipt .IF Addendum 1 Addendum 6 Addendum 11 JF Addendum 2 Addendum 7 Addendum 12 JF Addendum 3 Addendum 8 Addendum 13 Addendum 4 Addendum 9 Addendum 14 Addendum 5 Addendum 10 Addendum 15 If additional confirmation of addendum is required,submit under separate cover. RFP 2019-048-WG 20 DISCLOSURE AND DISCLAIMER SECTION The solicitation referenced herein is being furnished to the recipient by the City of Miami Beach (the"City")for the recipient's convenience. Any action taken by the City in response to Proposals made pursuant to this solicitation,or in making any award,or in failing or,refusing to make any award pursuant to such Proposals,or in cancelling awards,or in withdrawing or cancelling this solicitation, either before or after issuance of an award,shall be without any liability or obligation on the part of the City. In its sole discretion, the City may withdraw the solicitation either before or after receiving proposals, may accept or reject proposals, and may accept proposals which deviate from the solicitation,as it deems appropriate and in its best interest. In its sole discretion,the City may determine the qualifications and acceptability of any party or parties submitting Proposals in response to this solicitation. Following submission of a Bid or Proposal, the applicant agrees to deliver such further details, information and assurances, including financial and disclosure data, relating to the Proposal and the applicant including, without limitation, the applicants affiliates, officers, directors,shareholders,partners and employees,as requested by the City in its discretion. The information contained herein is provided solely for the convenience of prospective Proposers. It is the responsibility of the recipient to assure itself that information contained herein is accurate and complete.The City does not provide any assurances as to the accuracy of any information in this solicitation. Any reliance on these contents,or on any permitted communications with City officials,shall be at the recipient's own risk. Proposers should rely exclusively on their own investigations,interpretations,and analyses.The solicitation is being provided by the City without any warranty or representation,express or implied,as to its content,its accuracy,or its completeness. No warranty or representation ismade by the City or its agents that any Proposal conforming to these requirements will be selected for consideration,negotiation,or approval. The City shall have no obligation or liability with respect to this solicitation,the selection and the award process,or whether any award will be made.Any recipient of this solicitation who responds hereto fully acknowledges all the,provisions of this Disclosure and Disclaimer,is totally relying on this Disclosure and Disclaimer,and agrees to be bound by the terms hereof.Any Proposals submitted to the City pursuant to this solicitation are submitted at the sole risk and responsibility of the party submitting such Proposal. This solicitation is made subject to correction of errors,omissions,or withdrawal from the market without notice. Information is for guidance only,and does not constitute all or any part of an,agreement. The City and all Proposers will be bound only as, if and when a Proposal (or Proposals), as same may be modified, end the applicable definitive agreements pertaining thereto, are approved and executed by the parties, and then only pursuant to the terms of the definitive agreements executed among the parties.Any response to this solicitation may be accepted or rejected by the City for any reason,or for no reason,without any resultant liability to the City. The City is governed by the Govemment-in-the-Sunshine Law,and all Proposals and supporting documents shall be subject to disclosure as required by such law. All Proposals shall be submitted in sealed proposal form and shall remain confidential to the extent permitted by Florida Statutes, until the date and time selected for opening the responses.At that time, all documents received by the City shall become public records. Proposers are expected to make all disclosures and declarations as requested in this solicitation.By submission of a Proposal,the Proposer acknowledges and agrees that the City has the right to make any inquiry or investigation it deems appropriate to substantiate or supplement information contained in the Proposal,and authorizes the release to the City of any and all information sought in such inquiry or investigation. Each Proposer certifies that theinformation contained in the Proposal is true, accurate and complete, to the best of its knowledge, information,and belief. Notwithstanding the foregoing or anything contained in the solicitation,all Proposers agree that in the event of a final unappealable judgment by a court of competent jurisdiction which imposes on the City any liability arising out of this solicitation, or any response thereto, or any action or inaction by the City with respect thereto,such liability shall be limited to$10,000.00 as agreed-upon and liquidated damages.The previous sentence, however, shall not be construed to circumvent any of the.other provisions of this Disclosure and Disclaimer which imposes no liability on the City. In the event of any differences in language between this Disclosure and Disclaimer and the balance of the solicitation,it is understood that the provisions of this Disclosure and Disclaimer shall always govern.The solicitation and any disputes arising from the solicitation shall be governed by and construed in accordance with the laws of the State of Florida. RFP 2019-048-WG 21 • PROPOSER CERTIFICATION I hereby certify that: I,as an authorized agent of the Proposer, am submitting the following information as my firm's proposal; Proposer agrees to complete and unconditional acceptance of the terms and conditions of this document, inclusive of this solicitation, all attachments, exhibits and appendices and the contents of any Addenda released hereto, and the Disclosure and Disclaimer Statement; Proposer agrees to be bound to any and all specifications, terms and conditions contained in the solicitation, and any released Addenda and understand that the following are requirements of this solicitation and failure to comply will result in disqualification of proposal submitted; Proposer has not divulged, discussed, or compared the proposal with other Proposers and has not colluded with any other Proposer or party to any other proposal; Proposer acknowledges that all information contained herein is part of the public domain as defined by the State of Florida Sunshine and Public Records Laws;all responses,data and information contained in this proposal, inclusive of the Proposal Certification,Questionnaire and Requirements Affidavit are true and accurate. Name of Proposers Authorized Representative: Title of Proposer's Authorized Representative: Johnny Fontenot Executive Vice President Signature of Proposer's Authorized Representative: Date: 03126119 1 RFP 2019-048-WG 22 CLIENT REFERENCES Firm/Company Name: City of Tampa Contact Name: Valerie Horton Rakes, Risk Manager Address: 306 E. Jackson Street Tampa, FL 33602 ' Telephone No.: 813-274-5737 Email: valerie.hortonrakes(a.tampagov.net Length of Relationship: 11 years Scope of Services Provided: Includes, but not limited to: • Marketing, Negotiations and Placement of Property & Casualty Insurance Program • Coverage Recommendations • Policy Review • City Council Presentations • Contract Review • Special Events Projects • Houston Health Department Insurance • Employee Education • Vendor Programs • RMS Study & Evaluation • Building Inspections for Evaluation Purposes • Loss Control Services • Claims Reporting & Review Services • Daily Activities J 3 CLIENT REFERENCES Firm/Company Name: City of Houston Contact Name: Tina Paquet, Risk Manager Address: 611 Walker, 13th Floor Houston, TX 77002 Telephone No.: 832-393-8792 Email: Tina.Paquet(a.houstontx.gov Length of Relationship: 5 years Scope of Services Provided: Includes, but not limited to: ■ Marketing, Negotiations and Placement of Property & Casualty Insurance Program ■ Coverage Recommendations ■ Policy Review ■ City Council Presentations ■ Contract Review ■ Special Events Projects ■ Houston Health Department Insurance ■ Employee Education ■ Vendor Programs ■ RMS Study & Evaluation ■ Building Inspections for Evaluation Purposes ■ Loss Control Services ■ Claims Reporting & Review Services ■ Daily Activities 4 J CLIENT REFERENCES Firm/Company Name: Port of Houston Authority Contact Name: Bruce Birdwell, Risk Manager Address: 111 East Loop North Houston, TX 77029 Telephone No.: 713-760-2821 Email: bbirdwell(a�poha.com Length of Relationship: 9 years Scope of Services Provided: Includes, but not limited to: ■ Marketing of Coverages to Carriers including RFP Process ■ Negotiate Cost, Coverage and Terms All,Coverages ■ Review Proposals from Carriers for Cost, Coverage and Terms ■ Maintain All Coverages and Daily Service ■ Coordinate Claims Process and Assist with any Coverage Clarifications ■ Assist in Contract Analysis ■ RMS Study & Evaluation ■ Special Insurance Coverage Projects such as Loss Control Coordination ■ Actuarial Review ■ OCIP Feasibility and Placement 5 BB&T CODE OF ETHICS Table of Contents I. Statement of Guiding Principles 1 • II. Compliance with Laws and Regulations 2 III. Confidential Information 2 IV. Conflicts of Interest 3 A. Gifts and Entertainment 3 1. Accepting Permissible Gifts - 3 2. Giving Permissible Gifts 4 3. Hospitality and Entertainment B. Investments 4 1. Personal Investment/Trading 4 2. Insider Trading 5 C. Outside Business Activity 5 1. Civic and Charitable 5 2. Outside Business/Employment 6 3. Fiduciary Obligations 6 4. Fiduciary Qualification and Appointments 6 • - 5. Devises and Bequests 7 6. Political Activities 7 - D. Personal Loans,Deposit Transactions,and Other Financial Service Transaction 7 E. Dealing with Government Officials 8 V. Corporate Opportunities 8 VI. Fair Treatment 8 VII. Protection and Proper Use of BB&T Assets 9 VIII. Accuracy of Corporate Records,Reporting, and Retention 9 IX. Candor in Dealing with Auditors,Examiners and Attorneys 9 • X. Disclosure and Reporting Responsibilities 9 A. Reporting of Unethical or Illegal Behavior 9 B. Administration and Waivers 0 0 10 C. Appeals 11 D. Certification 11 E. Amendments 11 G:\#Prospects\City of Miami Beach\2019\Proposal\bbt code of ethics april 2009.doc I. STATEMENT OF GUIDING PRINCIPLES The ultimate success of BB&T is the result of many factors — the vision and strength of our Board of Directors and senior management team; the dedication and expertise of our employees;the quality of service provided to our clients; and, perhaps most importantly, the degree to which each of us live and work every day by adhering to BB&T's corporate values. As discussed in "The BB&T Philosophy" booklet, these values are Reality, Reason, Independent Thinking, Productivity, Honesty, Integrity, Justice, Pride, Self- Esteem and Teamwork. BB&T's corporate values guide and reinforce our behaviors and are the keystone of the BB&T Code of Ethics. These ten uncompromising values are the foundations upon which BB&T's reputation as a leading financial institution has been built over the years. Maintaining this hard earned reputation is critical for future success. We must continue to earn our client's trust and respect by always upholding the highest standards of ethical and professional conduct in all that we do. We must never compromise our values for short term gain at the expense of longer term success. This Code embodies the basic principles, policies and laws that govern our actions when dealing with BB&T clients,prospective clients,vendors, fellow employees and others with whom we have contact personally and in a business context. The Code applies equally to all employees of BB&T and its subsidiaries, and it is our expectation that consultants, independent contractors and agents working with BB&T will also adhere to the tenets of this Code. In this regard, each such BB&T representative is responsible for: • Complying, both in spirit and by the letter, with the Code, including all applicable laws, regulations, and company policies and procedures • Promptly identifying and properly resolving ethical issues • Reporting violations, or suspected violations, of the Code, laws, regulations, or company policy and procedures to the appropriate internal representative • Annually certifying compliance with the Code If you are a BB&T employee of a business unit engaged in such activities as trusts, investment advisory services, securities brokerage, capital markets, insurance services or investments„to name a few, that is subject to regulatory standards of conduct or company policies more restrictive than the standards contained in this Code, you must comply with the more strict standards of conduct applicable to your position. For purposes of clarity, dual employees must comply with the stricter standard. You should note that the Code serves as a basic guide for personal and professional day-to-day conduct, and is not intended to address every ethical situation that may arise., Accordingly,you should continue to rely on common sense, good judgment and the context of the BB&T values in determining the appropriate course of conduct. If you,have questions, however,you should follow the procedures described below in Section IX of the Code, or, as applicable, in the EXCELLENCE Employee Handbook or other handbook specific to your business unit. Various sections of this Code ask you to consider both your own actions as well as the actions of"immediate family members" (as defined below). BB&T understands that this is a broadly defined group and that you can not control, influence or be aware of the actions or activities of all of your immediate family members. However, if you become aware of an action or activity, given BB&T's high ethical standards and its interest in encouraging ethical behavior and compliance with this Code, BB&T expects you to interpret this Code in a manner that promotes compliance by those immediate family members over which you, in your given circumstances,have influence or control. For purposes of this Code, "immediate family member" means your spouse, parents, grandparents, children, grandchildren, brothers, sisters, mother and father-in-law, sons and daughters-in-law, brothers and sisters-in law, and anyone who lives in or shares your home. Step and foster parents, step and foster children, step and half sisters and brothers are also included within the definition of immediate family member. G:\#Prospects\City of Miami Beach\2019\Proposal\bbt code of ethics april 2009.doc 1 II. COMPLIANCE WITH LAWS AND REGULATIONS BB&T is subject to numerous federal and state laws and regulations. All employees are expected to be knowledgeable of and must abide by all laws and regulations, as well as BB&T's policies and procedures, applicable to their area(s) of responsibility. Many of BB&T's written policies and procedures, including this Code, have been adopted to implement compliance with those laws and regulations, including The Sarbanes- Oxley Act of 2002, the New York Stock Exchange listing standards, the Federal Bank Bribery Law, and the Federal Sentencing Guidelines, all of which mandate promotion within BB&T of an organizational culture of ethics and commitment to compliance with laws and regulations. If you have a question about laws and regulations, or BB&T's policies and procedures involving laws and regulations, that is applicable to your responsibilities with BB&T, you should first discuss the issue with your supervisor or compliance officer for your business operation. If your question cannot be resolved satisfactorily, you, your supervisor, and/or the compliance officer should then contact the BB&T Legal Department for assistance., III. CONFIDENTIAL INFORMATION Protecting the confidentiality of information about BB&T, including its clients, employees, consultants and vendors, is a cornerstone of the financial services business. The continued trust of our clients, employees, consultants and vendors is necessarily dependent on keeping such information secure and using it only for legitimate business purposes and the reasons for which the information was obtained. Except as otherwise required by law or regulation, BB&T is committed to safeguarding the privacy of information provided to us by our clients, employees, consultants and vendors. Each employee must comply with the privacy principles adopted by BB&T in its Consumer Privacy Notice and you are responsible for ensuring that the processes for maintaining the security of such information within.your area of resporisibility are adhered to. Likewise, all proprietary information about BB&T must be protected by each employee and, except as otherwise required by law, should only be disclosed to others on a need-to-know basis that furthers the legitimate business of BB&T. Such information includes,without limitation: 1. Information about existing or potential clients, consultants or vendors (including identity), client, consultant or vendor lists,and all other related information; 2. Business'or technical information, including information such as a formula, program, method, technique or compilation of information; 3. Intellectual property, including trade secrets, secret processes and information regarding past, present or future products; 4. Financial information and results of operation, including budgets or projections, business plans, price lists and any other financial,marketing or sales information; 5. Information intended solely for internal use such as internal memos to employees and internal • broadcasts; 6. Information regarding BB&T employees, including salary and personal information; 7. Information about potential acquisitions or divestitures; and 8. Any other non-public information that if disclosed would be harmful to BB&T or useful or helpful to competitors. G:\#Prospects\City of Miami Beach\2019\Proposal\bbt code of ethics april 2009.doc - 2 IV. CONFLICTS OF INTEREST Each employee owes a duty of loyalty to BB&T to act in such a manner as to uphold and further the interest and reputation of BB&T in all its endeavors. A "conflict of interest" occurs when your personal interest interferes, or appears to interfere, with the interest of BB&T. A conflict of interest may arise, for example, when you take or fail to take action or have an interest that may make it difficult for you to perform your job at BB&T. A conflict of interest may also arise when you, or your immediate family member, receive a personal benefit that is intended to influence your judgment in connection,with BB&T's business. Such a conflict frequently arises when you or your immediate family member have a financial or other interest in a competitor, client,supplier, or other person or company dealing with BB&T. You are expected at all times to manage your personal and business affairs in such a manner to (1) avoid bringing discredit to BB&T, and (2) avoid a conflict, or even the appearance of a conflict, between your self-interest(or the self-interest of an immediate family member)and the interest of BB&T. The following is a non-exclusive listing of some key areas that may give rise to a conflict of interest under certain circumstances: A. Gifts and Entertainment In general, no employee may accept or receive any gift or other thing of value (including entertainment) from any current or prospective client, consultant or vendor of BB&T except as permitted by this section of the Code. You may never (1) solicit for yourself or for a third party anything of value from anyone in return for any business or service from BB&T or confidential information about BB&T,or(2) accept anything of value under circumstances where it could appear to others that your business judgment has been compromised (i.e., creating a conflict or apparent conflict of interest). Obviously, you may never accept anything of value from current or prospective clients, consultants or vendors of BB&T if corrupt or criminal intent is involved. In this regard, it is a federal criminal violation for an employee or agent of BB&T to accept or agree to receive,directly or indirectly, gifts or fees (such as, commissions, special discounts, free services, or other payments or concessions) from any person,offered as influence or as a reward either before, after, or in connection with any business or other transaction with BB&T. 1. Accepting Permissible Gifts(Excluding Hospitality or Entertainment) Within the above guidelines and subject to any stricter policies adopted by your business unit, you may accept gifts from a current or prospective client, consultant or vendor of BB&T if they are (a)non-cash items of nominal value (so long as they do not accumulate to more than $400 per giver per year), or (b) from family or friends with whom you have a non-business relationship outside BB&T. Gifts of greater than this nominal value must be politely declined. It should be noted that more restrictive rules regarding gifts may apply if you work in trusts, securities brokerage, capital markets, investment advisory services or other fiduciary service areas of BB&T. 2. Giving Permissible Gifts(Excluding Hospitality or Entertainment) Excluding BB&T sponsored events, the same guidelines applicable to accepting permissible gifts above apply to you giving gifts to clients, consultants and vendors of BB&T. If the giving of a gift could be seen by others as engaging in improper or illegal dealings with a client, consultant or vendor, you must not give the gift. Gifts between G:\#Prospects\City of Miami Beach12019\Proposal\bbt code of ethics april 2009.doc 3 employees, when appropriate, should be reasonable and must not otherwise adversely impact working or managerial relationships. 3. Hospitality or Entertainment Offers of hospitality or entertainment by actual or prospective clients, consultants or vendors of BB&T, such as occasional meals, sporting events or concerts, may be accepted by an employee only under the following circumstances: (1) you may not solicit the offer of hospitality or entertainment, (2) the client, consultant or vendor, as host, must be present at the event, and (3) the event must be reasonable and customary, and not lavish or unusual. In evaluating the appropriateness of offers of hospitality or entertainment, you should consider the status of the business relationship and whether a reciprocal offer could be made to the client, consultant or vendor within your granted authority at BB&T. Questions concerning the appropriateness of offers of hospitality and entertainment should be discussed, whenever possible, in advance with your supervisor, and offers outsicje these guidelines should always be referred to your Regional Employee Relations Manager for approval. B. Investments 1. Personal Investments Other Than BB&T Common Stock Except as provided below and without prior disclosure to or approval of BB&T,you and your immediate family members may make personal investments in any outside company, publicly=held or private, if the investment will not likely give rise to a conflict of interest or otherwise affect your ability as a BB&T employee to make objective business decisions for BB&T. This allowance includes investments in a business wholly owned by any of your immediate family members. If in doubt, questions concerning the permissibility of any investment should be referred by you to your Regional Employee Relations Manager. It should be noted that more restrictive rules may apply if you are a member of Executive Management or if you work in trusts, securities brokerage, capital markets, investment advisory services or other fiduciary service areas of BB&T. Prior written approval of your supervisor and the next level manager is required if you alone or you and your immediate family member(s) (1) knowingly desire to invest in a privately owned client, consultant or vendor of BB&T, or(2)you alone or you and your immediate family member(s) knowingly desire to invest in more than 1% of any class of voting securities issued by a publicly traded company, which is a client, consultant or vendor of BB&T. If you receive approval to make or hold any of the forgoing investments, or, if you know that an immediate family member owns such an investment, you may not, on behalf of BB&T, personally approve or extend credit to, or handle any deposit or other related financial service transaction (including a fee waiver)for the family owned business or the BB&T client,consultant or vendor in which you and/or your immediate family member(s)hold(s)such an investment. If you alone or you and your immediate family member(s) own an outside investment that is not permissible under this section of the Code at the time you join BB&T, or, if a privately owned company in which you alone or you and your immediate family member(s) have previously invested becomes, to your knowledge, a client, consultant or G:\#Prospects\City of Miami Beach\2019\Proposal\bbt code of ethics april 2009.doc 4 vendor of BB&T, you must promptly notify your supervisor to obtain written approval from your supervisor to continue to own the investment. Under certain circumstances, you may be requested to divest an impermissible investment as a condition of continued employment with BB&T. 2. Investment in BB&T Common Stock and Insider Trading: BB&T supports employee stock ownership through outside investment, dividend reinvestment and employee benefit plan investment, such as participation in the BB&T Corporation 401(k) Savings Plan and the BB&T Corporation Stock Incentive Plans. Your investment in BB&T Common Stock should be with a view toward long-term ownership — a good rule of thumb is to hold your stock for at least six months. You must not, however, engage in speculative trading with respect to BB&T Common Stock. This generally prohibits short sales and trading in puts, calls and other options or derivatives unless the transaction is for bona fide, non-speculative purposes and you have obtained the prior approval for any such transaction from the BB&T General Counsel. This prohibition does not apply to the exercise of BB&T Common Stock options granted by BB&T to you as an employee. When purchasing BB&T Common Stock, however, care must always be taken to insure your compliance with certain securities laws and regulations and avoid the appearance of impropriety in purchasing and selling BB&T Common Stock, including highly speculative transactions. In this regard,you are prohibited from trading in BB&T Common Stock for any reason if you possess "material, non-public information" about BB&T. Information is "material" if there is a reasonable likelihood that a BB&T investor would be influenced by the information in deciding whether to buy, sell or hold BB&T Common Stock. "Non-public" simply means that BB&T has not released the material information to the public through press release or other public announcement, or, through certain filings made with the Securities and Exchange Commission. In addition, if you have any concerns that your investment strategy, as it regards transactions in BB&T stock, might be considered highly speculative or otherwise have an appearance of impropriety, you should contact the office of BB&T's General Counsel(BB&T Legal Department,Winston-Salem,NC). You must never pass or "tip" material, non-public information about BB&T to others for any reason. In addition to being a violation of the Code,trading in BB&T Common Stock while in possession of material, non-public information about BB&T or "tipping" material, nonpublic information about BB&T to others who then trade in BB&T Common Stock,will subject you to civil and criminal liability. If you have been notified that you are a Section 16 reporting person or that you are required to pre-clear your trades in BB&T Common Stock, you are subject to additional restrictions under the BB&T Corporation Statement of Company Policy: Securities Trades by Company Personnel. Please refer to that Policy for additional information. G:\#Prospects\City of Miami Beach\2019\Proposal\bbt code of ethics april 2009.doc 5 a:. ; t :,'ti-x. C. Outside Activities 1. Civic and Charitable BB&T encourages its employees to be civic and charitable minded and to support, through leadership roles and other participation, worthy organizations to help improve the communities in which we live and work.-While participation is encouraged, as an employee of BB&T, you must be careful to avoid any outside interest or activity, whether-non-profit, religious, civic or charitable in nature, that may (1) materially encroach on the time or attention required for you to effectively perform your duties and responsibilities to BB&T, (2) adversely affect the quality of your work at BB&T, (3) adversely affect the reputation of BB&T, or (4) otherwise pose a conflict of interest or create the appearance of a conflict of interest. If a conflict or apparent conflict of interest arises at any time in connection with such an interest or activity which is not immediately resolved, you must promptly advise your supervisor and withdraw from the activity until the matter can be properly reviewed by BB&T. Paid employment with such a civic or charitable organization would require the same approval as described in the next section. 2. Outside Business Employment BB&T discourages its employees from serving as a director, officer or employee of any outside, for-profit business, including a business owned by your immediate family member(s). Before serving as an employee, you must submit, in writing, the details of your proposed involvement to your supervisor for his approval. If employment is for a non- competitor, and is a non-director or non-officer position, and the employee is in a job grade 7 or below,the employee is exempt from this requirement. If the request for approval is for a director or officer position, upon approval by both the supervisor and the manager, the request should be forwarded to their Regional Employee Relations Manager for final approval. Any approvals granted for service as a director, officer or employee of any for- profit business should be reviewed annually at the time Of the Code of Ethics certification or at any time the employee's status with the outside business changes in any way. For involvement with an outside competitor,refer to Article V, Corporate Opportunities. If you are a licensed professional, you must follow the procedures for approval referenced above before you may engage in the business of rendering professional services for compensation outside of your duties at BB&T. This applies, without limitation, to such licensed professionals as CPAs, attorneys, real estate agents or brokers,appraisers, insurance agents or brokers, and investment advisers. Before undertaking pro bono services, a BB&T licensed professional must carefully evaluate the potential for becoming involved in a conflict of interest with BB&T. 3. Fiduciary Obligations BB&T acts as a fiduciary in certain financial related transactions with its clients, including serving as trustee and investment advisor. If you are responsible for performing fiduciary services on behalf of BB&T, you have a legal duty to act in the best interests of BB&T's client. This means that you, as BB&T's representative, must always put the client's interests ahead of your own interest and that of BB&T. As a fiduciary representative, you are further obligated to promptly disclose to the client any actual or potential conflict of interest. 4. Fiduciary Qualification and Appointments • You are permitted to accept an appointment as a fiduciary(executor,administrator,guardian, or trustee) for an immediate family member without notification to BB&T. You may also serve in such a fiduciary capacity for any other family member or a close personal friend, G:\#Prospects\City of Miami Beach\2019\Proposal\bbt code of ethics april 2009.doc 6 1 upon receipt of prior approval of your supervisor. Requests for approval to serve as a fiduciary for any individual beyond these stated relationships will not be approved. G:\#Prospects\City of Miami Beach\2019\Proposal\bbt code of ethics april 2009.doc 7 5. Devises and Bequests The acceptance of a devise or bequest from a BB&T client, with whom you have a BB&T client relationship, under a will or trust instrument of any kind is prohibited, except where the devise or bequest is from a member of the employee's family or from a close personal friend. If a non-family client informs you that he has made, or intends to make, you a beneficiary under the client's will or trust,you must promptly notify your supervisor. 6. Political Activities BB&T believes it is important for employees to take an active interest in our political process. As a corporation, BB&T maintains a Government Affairs and Public Policy Department to follow pending federal and state legislative proposals through state and federal business and industry associations to lobby for favorable legislation that affects its business operations. BB&T's positions on and endorsements of state and federal legislative issues and political candidates or activities disseminate under the direction of Executive Management in conjunction with the BB&T Government Affairs and Public Policy Department. Unless otherwise directed to represent BB&T, employee participation in political activities must be conducted on an individual basis and not as an employee of BB&T. Furthermore, for political activities unrelated to BB&T, you are prohibited from using BB&T assets of any kind, including its facilities, and you may not work on behalf of any political candidate, fundraiser, campaign,or other like activity during work hours. Federal and state political campaign laws and regulations generally prohibit a corporation from making political contributions of any kind (e.g., monetary contributions, use of facilities or assets, purchase of tickets for receptions or dinners, advertisement, gifts, etc.) except through properly organized and registered PACs, which are voluntarily funded by employees. BB&T maintains various federal and state PACs for this purpose and those PACs are the only permissible source for funding political activities on behalf of BB&T. Any employee desiring to run for an elective political office or to accept an appointment to a government office, whether or not compensation is involved, must obtain the prior written approval of his supervisor and the second level manager. Care must be given to review any obligations under which the employee may be guided in the office held since that could affect corporate business activity with that entity. Employees who are licensed or associated with certain BB&T businesses, such as a broker- dealer, or who work in municipal finance, may be subject to additional regulations regarding political contributions. Such employees should consult with their supervisors and/or business unit policies for additional information on these restrictions. D. Personal Loans,Deposit Transactions,and Other Financial Service Transactions Employees are encouraged to use the products, credit and other services offered by BB&T to meet their financial needs. You must not, however, approve in any way your own personal credit or that of an immediate family member or other borrower in which you have a financial interest. Extension of BB&T credit to an employee, an immediate family member or any other borrower in which the employee has a financial interest, is permitted only when approved by an authorized employee beyond the influence of the borrower. In this regard, authorized employees subordinate to the borrower may not approve such credits. Any loan by BB&T to a member of Executive Management must comply with Regulation O. G:\#Prospects\City of Miami Beach12019\Proposal\bbt code of ethics april 2009.doc 8 No employee should handle loan, deposit or other financial service transactions, including fee waivers, for himself, an immediate family member or any other client, consultant, or vendor of BB&T in which such employee has a financial interest. Similarly, all fee waivers must be referred to another non-subordinate employee for assistance. If the transactions discussed above apply to a publicly held company in which the employee owns less than 1%,these limitations do not apply. Except for financial institution credit extended in the ordinary course of the lender's business on customary terms, and except for a loan from an immediate family member, you must not knowingly borrow money or its equivalent on a personal basis from any BB&T client, consultant or vendor. Except for an immediate family member, you must not knowingly lend money or its equivalent on a personal basis to any BB&T client,consultant or vendor. Excepted from the above restrictions are nominal personal loans from or to another employee of BB&T to cover incidental expenses for meal,the purchase of gas, and like events. E. Dealing with Government Officials Under no circumstances may an employee offer anything of value to a government official, or a candidate for government office, for the purpose of influencing the official for his actions or to induce the official to conduct business with BB&T. Contact the BB&T Legal Department for assistance if you have any questions regarding your dealings with any government official. V. Corporate Opportunities Employees owe a duty to BB&T to advance BB&T's legitimate interests when the opportunity to do so " arises. Accordingly, you must not under any circumstances (1) take for yourself personally, or for the advantage of another, any business opportunities belonging to BB&T that are discovered by you through your use of or access to any BB&T information or property, or, through your position with BB&T, (2) use corporate information or property belonging to BB&T, or use your position with BB&T, for personal gain or for the advantage of another, or (3) knowingly compete with BB&T in its business endeavors -- in this regard,you may not accept a position as a director, officer, employee or agent of,or consultant or advisor to, • any competitor of BB&T unless you obtain prior written recommendation of your supervisor and your supervisor's manager and written approval from your Regional Employee Relations Manager. Any assets created or tangible contributions made by you, directly or indirectly, in your position with BB&T to the development and implementation of BB&T assets, including intellectual assets, are the property of BB&T, and remain its property even if your employment with BB&T is terminated for any reason. VI. Fair Treatment BB&T is committed to dealing fairly with its clients, consultants, vendors, competitors and employees. No employee may take unfair advantage of anyone through manipulation, concealment, abuse of confidential information,misrepresentation of material facts,or any other•unfair dealing practice. G:\#Prospects\City of Miami Beach\2019\Proposal\bbt code of ethics april 2009.doc . 9 VII.Protection and Proper Use of BB&T Assets All BB&T assets are to be used by employees only for legitimate business purposes. You must ensure that BB&T's assets under your control are protected at all times from inappropriate use, theft, waste, and ensure their efficient use. BB&T's assets include both physical and intellectual properties, such as BB&T's trademarks (including its name), copyrights, trade secrets, patents, computer software programs, data, processes and ideas, as well as proprietary and confidential information about BB&T, its clients, consultants and vendors. You must not remove from BB&T's premises any business files or records, furnishings, equipment, technology or supplies unless you are authorized to do so by your manager or it is within the scope of your job responsibilities with BB&T. BB&T's communication and computer systems are to be used primarily for business purposes. You may not use these systems in,a manner that could be harmful or embarrassing to BB&T. Proper use of these systems is covered in BB&T's Information Security Policy and personal use must be kept to a minimum. VIII. Accuracy of Corporate Records,Reporting and Retention All records, data and information owned, collected, used and managed by BB&T must be accurate and complete. Each employee of BB&T is personally responsible for properly and accurately completing and recording, in a timely manner and in accordance with applicable accounting standards, legal requirements and BB&T's internal controls, all information, reports and records pertaining to BB&T and its business that are under his control. Each employee is responsible for observing standards of good taste regarding content and language when recording information in BB&T's business records and when using other means of recorded communication, such as e-mail and voicemail. • BB&T requires that its business records be managed in compliance with applicable law and BB&T's record retention policies. In this regard, you may never destroy any records that are potentially relevant to a violation of law or any litigation or any pending, threatened or foreseeable government investigation or administrative or legal proceeding. If you have questions regarding record retention,particularly in the event of litigation (whether threatened or pending) or governmental proceedings, contact the BB&T Legal Department immediately for assistance. IX. CANDOR IN DEALING WITH AUDITORS,EXAMINERS,AND ATTORNEYS Each employee must respond honestly and candidly when dealing with BB&T's independent and internal auditors,regulators,and attorneys. X. DISCLOSURE AND REPORTING RESPONSIBILITIES A. Reporting of Unethical or Illegal Behavior: Living BB&T's corporate values in our work and personal affairs means that it is every employee's responsibility to be committed to the highest ethical standards and level of personal performance possible. The success of BB&T is dependent on this unwavering commitment. Accordingly, it is your duty and responsibility to BB&T to promptly identify and report, in good faith and in accordance with this section, any suspected or actual violations of this Code, the BB&T Corporation Supplemental Code of Ethics for Senior Financial Officers or the BB&T Corporation Code of Ethics for Directors. You are assured by BB&T that no retaliation, discrimination or harassment against you of any kind will be tolerated for your G:\#Prospects\City of Miami Beach\2019\Proposal\bbt code of ethics april 2009.doc 10 compliance with the Code in this manner. Suspected or actual violations of any of the Codes may be anonymously reported by you, and, except as may otherwise be required by law or regulation, BB&T will endeavor in good faith to protect your anonymity. If you are unsure whether a violation of this Code has occurred and/or you are unsure what to do in any situation, you are encouraged to talk first with your,supervisor and/or the compliance officer for your business operation, if that is appropriate. The supervisor or compliance officer, if contacted about a potential Code violation may consult with support staff members, the Regional Employee Relations Manager and/or Corporate Investigations, as appropriate. If you „are uncomfortable in reporting an alleged violation to your supervisor or any of the above mentioned groups, or if you believe the issue has not been properly addressed at your business unit level, you should promptly report your concern to any one or more of the following members of the BB&T Ethics Committee: the BB&T General Auditor, the BB&T General Counsel, the BB&T Compliance Officer or the BB&T Human Systems Manager. Alternatively, BB&T has established an Ethics Hotline for reporting suspected or actual violations of this Code as follows: Phone: 1-800-462-8392. Concerns regarding(1)accounting, internal accounting controls or auditing matters,(2)evidence of a material violation by BB&T or any of its officers, directors, employees or agents of federal or state securities laws, or (3) a material breach of fiduciary duty arising under federal or state law should be reported in accordance with the BB&T Corporation Policy and Procedures for Accounting and Legal Complaints. Violations or suspected violations involving the Senior Financial Officers' Code or the Directors' Code should be reported to the BB&T General Counsel for referral to the Board of Directors of BB&T Corporation. Any reported violation or suspected violation of the Code involving a member of the BB&T -Ethics Committee or Executive Management will be referred to the Audit Committee of the Board of Directors of BB&T Corporation for investigation and action,as appropriate. Any employee who violates the Code or who fails to cooperate with any inquiries or investigations will be subject to disciplinary action, including, in appropriate cases, the possibility of termination of employment and/or referral of the matter to law enforcement authorities. B. Administration and Waivers Except as otherwise delegated herein,the Code shall be administered, interpreted and monitored by the BB&T Ethics Committee. General waivers of the Code will not be permitted, and, in those extraordinary or special circumstances where a specific waiver may be appropriate, the request for waiver must be in writing and signed by the applicant, must be recommended for approval'and signed by the applicant's supervisor and the supervisor's manager, and then be submitted to the Employee Relations Manager of the BB&T Human Systems Division for presentation to the BB&T Ethics Committee for final review and determination. Any request for waiver of the Code made by a member of Executive Management or by a Senior Financial Officer shall only be reviewed and granted by the Board of Directors of BB&T Corporation, and must be promptly disclosed to shareholders of BB&T Corporation in accordance with legal requirements. The Employee Relations Manager of the BB&T Human Systems Division shall maintain a record of all matters that are referred to him or any Regional Employee Relations Manager for review and approval under this Code. The Employee Relations Manager will, at least quarterly or on a more frequent basis, as appropriate, prepare for review by the BB&T Ethics Committee a summary report of all Code matters reported to and considered by him or any Regional Employee Relations Manager since the last such report. The BB&T Ethics Committee shall G:\#Prospects\City of Miami Beach\20 I 9\Proposal\bbt code of ethics april 2009.doc 11 report at least quarterly to Executive Management on matters pertaining to Code violations, potential violations, or approval or denial of Code waivers. The BB&T Ethics Committee, in its discretion, will report to the Audit Committee of the BB&T Corporation Board of Directors, on such matters as the Committee deems significant or material concerning compliance with the Code. C. Appeals Any decision involving this Code made by a supervisor or Regional Employee Relations Manager may be appealed by you in writing to the Employee Relations Manager of BB&T. Any decision made by the Employee Relations Manager may be appealed to the BB&T Ethics Committee,which will render a final decision. D. Certification All employees will be required to annually certify to BB&T in writing that he has read the Code and is in compliance with the Code except as otherwise disclosed in the certification. Newly hired employees are required to comply with the Code immediately upon employment, whether through merger, acquisition, transfer or otherwise, and must sign a certification of Code compliance Upon proper written request for a waiver,the BB&T Ethics Committee may grant a waiver, conditional or otherwise, to permit a prospective or newly hired employee (other than a Senior Financial Officer as defined in Section IX. B. above) to engage in activities or transactions that, if immediately discontinued in compliance with this Code, would create an undue economic hardship for such prospect or new hire. E. Amendments This Code may be amended from time to time by the Board of Directors of BB&T Corporation. G:\#Prospects\City of Miami Beach\2019\Proposal\bbt code of ethics april 2009.doc 12 MINIMUM QUALIFICATIONS REQUIREMENTS Client Client Since City of Tampa 2007 San Antonio Independent School District 2003 Houston Independent School District 2004 Harlandale Independent School District 1998 Richardson Independent School District 1999 Garland Independent School District 2003 Mesquite Independent School District 2007 Plaquemines Parish School Board 2007 Northside Independent School District 2000 Denver International Airport 2012 Jefferson Parrish Public School System 2011 City of Garland 1998 Texas Municipal Power Agency 1999 Tarrant County College District 2009 Baker Correctional Development Corp. 2014 City of Houston 2014 Berkeley Preparatory School 2011 Harris County 1999 Hodges University 2007 Dallas County 2014 City of Corpus Christi 2001 City of Arlington 2014 City of Bryan 2001 City of College Station 2002 City of Grand Prairie 2000 City of Lewisville 2003 Hidalgo County 2003 Jefferson County 2002 El Paso County 2002 University of South Florida Research 2017 City of Irving 2002 Jacksonville Country Day School, Inc. 2017 LLL Licensing Inc dba Center Academy 2017 Children's Hospital of Alabama 2007 City of North Richland Hills 2004 Ransom Everglades School, Inc. 2014 Teteboro Airport 2005 City of Denton 2001 Port of Houston Authority 2009 Terrebonne Parish 2009 Denton County Transportation Authority 2015 New Orleans Aviation Board 2013 St. Tammany Parish __ 2014 Dallas County College District 2012 City of Houston 2014 City of New Orleans 2015 Greater New Orleans Expressway Authority 2018 7 ra MINIMUM QUALIFICATIONS REQUIREMENTS FLORIDA DEPARTMENT OF FINANCIAL SERVICES JOHNNYLEE FONTENOT License Number:P0530.17 Non Resident insurance License Issue Date .0920-NONRES GEN LINES(PROP&CAS) 07/202001' NOTICE-This non-resident license is limited to the classes of insurance reflected above and is further limited to ONLY those classes of insurance for which you are licensed in your home fit, A// state 4 Please Note: A fame.wee coy transact na.ar..eb an atom.FomweM Man He.haver sr H..vk,f e.p w act w.q,.a 9.9730 nes apw.Fuew 04M.. a mvwana.+H..wHOr.Y nvnaeaanla.feu alnolJB ean..an an3.wnwt r..a.ed n yev o...nam 0.4 a.nil Vw[lam M Ya.an cans of yeo ioeme Jeff.atsater omen you mock,tooted pe FiorMa 0.3.58.8.of Coen.Senates eeeeae5 TM ione r env..I more pan N aanem elapse*hoot an a.oatrwa.for Chef Financial Officer ..m atm of osvance teeIf such...Inn ono"8.e.30.3.04.a be tenured to e-.ably as a e0W.oe a3ham If 555 Comae was.484..4 by Omen,s State ofFlorida io8nue eaaouton olan0 by to Florida 0epapen.el Foal*Sarno,5o Wend a rope.a to cosy.iw...nob ee938ew otbmsena onaa.e0 a 003515 a 615.MS. Floada Sde0... A inns.. may trace You *sang *aeon reoann.na oon.A.ed or ne.aed s 5w MOW. meow. bOtee4docehes ban To cad.Cu accuracy of the len.o you pay n...S.Maud.home nope ok,a "mow Sound,an M Fbk,a D.o..rent of Fnanool Senium..bele a MIN S...Myil*MaCFO mrWmannapem FLORIDA DEPARTMENT OF-INSURANCE REGINA LAS ,JNDA LOCK License Number A157153 IS LICENSED TO TRANSACT THE FOLLOWING CLASSES OF INSLIRANCF .a'.. _:'_li ti ✓rOc & .x.371 i 1 m — RESIDENT LICENSE This Licensee must have an active appointment with the insurer Of employer tar which products or services are being marketed.See reverse for additional requirements 7`rs. +- w-'1,, CL r tan.:Jrsty GC,Heg+s- 5Y.Arm l>x Exper., .:seri' ,.1.:, �.1, " i.r,,..,.1.;_,Ili led;5 O'9tels for t tul9 dolf;rt of stir 1/4444 rtrartttare with the FIvrrta i'3Fparrtri_r4 of 4W/rat-ire di 8 QUALIFICATIONS OF PROPOSER So how did McGriff/BB&T Insurance MSW became a fully-owned subsidiary of Holdings, Inc. get to be the fifth largest Branch Banking & Trust (BB&T), one of the agency in the world, with more than $1.8 largest financial holding companies in the billion in revenue in 2017? Well...we've been United States. With the backing of BB&T, around since 1922. And we're an integral MSW has the platform and resources to part of BB&T Corporation (NYSE: BBT), one expand its operations nationally and of the largest and best managed financial globally. services holding companies in the country. In the years since the merger, it is clear that we made an excellent choice in partnering We also have a solid reputation and with MSW. MSW has opened several new commitment to excellence, which helps us offices, all of which are exceeding attract some of the best and most expectations. We have integrated the bulk of BB&T's expertise and resources throughout experienced employees in the industry. Our operations, which have resulted in expanded team has the knowledge, resources and product offerings and customer service expertise to solve any number of brokerage, capabilities. We are excited about our future risk management and employee benefits with MSW and the new opportunities it will challenges. It's not just work, it's our bring to both BB&T and our valued clients. passion. We operate with a minimum of bureaucracy -- each group is geared to respond Our boundless dedication to our clients is immediately to customer requests. We what truly sets us apart and contributes understand that our viability as a company most to our success. In fact, our client depends on our ability to meet your needs. retention rate averages 93%. BB&T/MSW has grown over 300% in the Highly focused brokerage advice and last ten years, with its growth achieved personalized service. It adds up to top organically, not through acquisitions. quality risk management programs that get BB&T/MSW credits its growth to its staff, results. with its outstanding reputation for technical solutions, its exceptional management team, BB&T Insurance Services and McGriff, and its client-focused organizational Seibels & Williams, Inc., merged together to structure. The firm's exceptional growth regularly ranks it amongst the highest create a reputation that is at market leading performing insurance sales organizations in levels in every one of the key criteria that the country Risk Managers consider when assessing brokerage and risk management services. - McGriff, Seibels & Williams, Inc. (MSW) is a W _ t, ' progressive full service insurance brokerage ;*= and consulting firm that has been partnering _ . ,, . ., with a variety of corporations over the last "~ _ -- 100 years. In February 2004, -r►• • 4" ••r MSW ,. 9 QUALIFICATIONS OF PROPOSER 1 Specialized 6 industries vii :NM ,/ 1111 F sawVI VI � i ' 0 0 Aviation Port&Terminal Chemical Financial Public Entity& Railroad Healthcare Retail&Food Risk Institutions Educational Services Service 446 0 all II I 1 ••••••••• 11 LIN .4 0 e6141 ........M. Ilb Real Estate& Mergers& Staffing Company Technology& Transportation Law Firms Manufacturing Hospitality Acquisition Mining Services Communications 14.0.4 , ,:14.-„,c____ . F 1- ORID Conceal Nh.tborog1. BONGO ".....90611,Mond.° M.....poir .. 'Add.eton B,00...n.td'. Forma-pion •Ir2,. • Chnagn HA. S''..."'''d r'CT • ".":•'".":•'''' Maar'York WARM RM Moon*...Moe. Albnow" /�G��y�. [ran.. 5....,. Reno •.a; N.p.,. 1 eek rartnbvlr AKas., Salt La►.ca a.. cnb.. NJ Ramon Shave, * Frrtaa wPMaunlon Enyw" . od• - MD sib San Joao L..trton LaL .s,* :.r ..w •'' amen. lconch:. Or•• III4141)./A aG.elt • YF,od .d tarNin. "—jr Kno.. • w• 114- NC _•. Anane.m . • • • •• allP Low n9e Sa.+ta AnamPl.'. all Ma d..tObn R.QORO.So." M M �Br IM r. • ib" AU.n. NptroI..n w K11 SO• S<afdN . g . Bryant Bnr. aaan P.wry's Island w•M.Gon Aft Notion Head Lind •C> Dallas* Tanuston TSay.n..an H.tt..tda?'. .IX Jackson Mobilo uau.a..« • • •Jan kaonveNa H) ,� nrta.t.:uc�; ocw w.mrw ,k",.2., k. San Anion. • '4000ion ~�,`J Bradenton - • Boor_ BB&T Insurance Holdings,Inc.Locations-224s.V.7 wy o. l c .t� Mx*R�wtt Retail • BBdtT Assurance.Ltd.-1 offk r • 8B&T Insurance Services.Inc.-92 offices Wholesale • BB&T Insurance Services of California.Inc.-R offices • AmRisc.LLC-S offices * S/cGriR.Seibels at Williams.Inc.-12 offices X CRC Group-*0 offices A Stanley.Hunt.Dupree&Rhine-2 offices • Crwop Lifc-23 offices coorrox o MI6.GO LOOS LLC 5th Larg est Broker in the World. ,_ ___:, Zo QUALIFICATIONS OF PROPOSER 2017 Top World Brokers Ranking Broker Brokerage Revenues 1. Marsh & McLennan Cos. Inc. $13,229,000,000 2. Aon P.L.C. $11,605,000,000 3. Willis Towers Watson P.L.C. $7,778,000,000 4. Arthur J. Gallagher & Co. $4,186,100,000 5. McGriff/BB&T Insurance Holdings Inc. $1,809,175,000 6. Brown & Brown Inc. $1,762,787,105 7. Hub International Ltd. $1,648,795,000 8. Jardine Lloyds Thompson Group P.L.C.1 $1,550,390,790 9. Lockton Cos. L.L.C. $1,425,251,000 10. USI Insurance Services, LLC $1,030,124,263 • Percentage of revenue may not add up to 100%due to rounding,1 British pound=$1.2337; • Fiscal Year ends April 30 • Source:BI Survey 11 litUALIFISf TIONS OF VOPOSER 1,1 INN sPublic Entitv.. Representative Clients -- CI City Governments r I . .... ❑ School Districts McGriff, Seibels & Williams, Inc.'s Public Entity Group provides risk management solutions to CI Hospital Districts tax-supported institutions, city and state ❑ State & Federal Government governments, educational and transportation districts, and non-profit agencies. We are ❑ Charity Organizations intimately familiar with the exposures faced by U Colleges & Universities the public sector as well as the usual constraints related to budgets and staffing. Because every ❑ County or Parish Governments public entity has special needs all their own, we ❑ Educational Service Centers search the globe to find just the right fit. Whether it's alternative risk transfer vehicles ❑ Social Service Organizations such as self-insured pools, offshore captives, ❑ Appraisal Districts loss portfolio transfers, OCIP programs, or foreign reinsurance placement, the MSW team U Public Housing Authorities has the contacts and resources to get the job ❑ Municipal Utilities done. U Transportation Districts Our associations include long-standing, senior level relationships with underwriters that serve Why McGriff For Public Entity Risk the public sector, as well as self-insured pools, Management? third party administrators, and public entity legal defense firms. Your access to all properly • Strong relationships with all major markets credentialed carriers and vendors will be that underwrite Public Entity Risks enhanced based on our familiarity with these • Access to new and untapped markets for companies and our knowledge of their Wind/Hail, Cyber and other difficult performance for other public sector clients. In coverages particular, we have developed very strong • Experts in Alternative Risk Transfer relationships with: products • Focused on public entity issues, including • All qualified insurance carriers and self- statutory tort immunity, Public Officials insured pools Liability & disaster recovery • Public entity legal defense firms • All qualified third party administrators, • Experienced in development and appraisal, accounting, actuarial, and public administration of Wrap-up/OCIP programs adjusting firms • Ability to solve complex claims issues • Extensive Experience with FEMA • Strength of corporate balance sheet M S W 77 • QUALIFICATIONS OF PROPOSER The City of Tampa „ . 3 . i i I .111 M City of Tampa McGriff, Seibels & Williams, Inc. took over as the City's Broker of Record in 2008. MSW does complete Administration which includes; data collection from the City, Flood Determination from FEMA, property program, including named windstorm and flood limits, design, policy service, claims reporting and process oversight, loss prevention program design, implementation and training, manuscript policy form maintenance, marketing, coordination and oversight of vendors to include contract review. Since the MSW Team took over the administration of the City of Tampa we have; • Increased their Property Loss Limit by 34% • Restructured their Quota Share Insurance Program • Increased Property Sub-limits to better reflect the City's needs • Increased the City's Named Windstorm and Flood Limits by 43% • Extensively increased the City's primary Flood coverage with the National Flood Insurance Program by 68% while reducing the premiums for these policies by 42% • Establish a Bridge Insurance Program for 42 of the City's Bridges • Reduced the Premium for the City's Aviation coverage by 51% • Provide Terrorism Coverage on the City's Water & Sewer Property and City Property • Helped City designate a property claims adjusting firm to provide immediate claims services following a catastrophe or property loss. • Overall reduced the City's expiring insurance by $987,204 in the first year • Continued rate reductions in 2015 and 2016 with a 5% 1st year and 2.5% 2nd year reduction on the current 2 year policy and increasing Named Storm coverage • Additional rate reduction with 2 year agreement for 2017 and 2018 of 5% and 5% while increasing loss limits. • 2018 Rate reduction of 5% honored. Added additional flood limits and a Named Storm Deductible cap. Mi S W.:>:.. QUALIFICATIONS OF PROPOSER The Port of Houston Authority , — , A& '' or are ,A;, _ '�"" '- .° .:\sem,.. — a I, The Port of Houston Authority ("PHA") of Harris County, Texas is an independent political subdivision created under the Constitution of the State of Texas. The PHA owns and operates the public facilities located on the Houston Ship Channel. Bayport also includes a 140-acre "state of the art" cruise complex with currently a vacant cruise terminal and one 1000-foot berth. This facility is capable of handling cruise ships with capacities in excess of 5,000 passengers on a weekly basis. The cruise terminal hosted several cruise ships over a six-week period after Hurricane Ike severely damaged facilities in Galveston in September 2008. MSW became the broker of record for the Port of Houston in 2009. During the first renewal process in 2010, MSW accomplished the following goals: Revamped the property and casualty coverage forms and limits provided: • Changed casualty program from large Deductible to Self Insured with retentions. • Increased property limits and enhanced coverage. • Did a complete evaluation of property values and exposure information (providing better underwriting information for marketing efforts). • Reduced overall annual premiums in excess of $1,000,000 savings. • Assisted with large hurricane claim that had previously been in dispute. • 2011 Renewal process resulting in an additional overall premium savings of $250,000. 2012 Renewal process was during a "hardening" market phase. MSW teamed with the Port staff to proactively address underwriter concerns to obtain the best coverage and rates available while maintaining coverage limits, terms and conditions including coastal property. r McGriff has helped the Port of Houston accomplish a total cost of risk decrease of 28% over four (4) years, or a cumulative total cost of risk decrease of $7,373,219. ,+ 14 iltUALIFIS\TISNS OF VOPOSER TheCity of Houston pew I__ , ' 4 a The City of Houston was founded in 1826. The Allen brothers paid $9,428 for 6,642 acres of and a year later, General Sam Houston, the first president of the Republic of Texas, authorized Houston to incorporate. For the next four years Houston was the capital of the Republic. Energy is still the king but the area's economy is now also supported by other major drivers, including the Port of Houston, the Texas Medical Center and NASA's Johnson Space Center. Houston also has a number fine colleges and universities. The City is the seat of a burgeoning metropolitan area encompassing six counties with a total population approaching 6 million. The City of Houston employs over 22,000 people and has property values in excess of $10 billion all situated in a Tier 1 Named Storm area. BB&T/MSW took over as the Broker of Record for the City of Houston in 2014. During the first renewal process in 2015, BB&T/MSW accomplished the following goals: • Increased Flood Zone A, Debris Removal, Errors & Omissions, and Unnamed Locations sub-limits, among others, significantly. • Decreased the All Other Perils deductible from $2,5000,000 per occurrence to $500,000 per occurrence. This had an immediate impact. 22 Days after the 2015 property coverage was bound, the City suffered a $2 Million dollar loss at one of their locations that would not have been covered under the expired program. • Decreased the flood deductible from 5% to 3% and decreased the minimum per occurrence from $5 Million to $2.5 Million. In May, the City suffered a flood loss in excess of $20 Million. The change in deductibles has made a significant impact on the loss payment expected from the carriers. • Reduced the City of Houston's Property Program premium by $1 .3 Million. • Increased the City's Terrorism coverage from $100 Million to $250 Million. • Reduced the City's Terrorism deductible from $1 Million to $500,000. • Reduced the City's Annual Terrorism premium by $139,845. • Marketing of the 2016 renewal produced an increase in Flood limits, additional 2.3% rate reduction in the property program and a 2.8% reduction on the Terrorism coverage in spite of the large losses sustained in 2015. • 2017 Renewal included a 4% rate reduction while lowering the cap on the Named Storm Deductible by 25% and increasing the hazardous flood zone limits. J 15 QUALIFICATIONS OF PROPOSER Tarrant County College District 4.- offit ' a# maim i / Tarrant County College District - McGriff, Seibels & Williams, Inc. took over as the District's Broker of Record in 2009. The District has property values over $1 .03 Billion with a large Wind/Hail Exposure. The District also has aircraft and aviation, boiler & machinery, casualty, educators legal liability, workers' compensation, student professional, student accident, storage tank and crime policies. MSW does complete Administration which includes; data collection from the District, Flood Determination from FEMA, property program, including a wind/hail buy down policy, design, policy service, claims reporting and process oversight, loss prevention program design, implementation and training, manuscript policy form maintenance, marketing, coordination and oversight of vendors to include contract review. Since the McGriff Team took over the administration of Tarrant County College District we have: • Property values have increased over 35% since 2009 while the property rate has been maintained at less than a 5% increase. • Negotiated increased and specialized sublimits to better reflect the needs of a higher education institution • Through negotiations, maintained a flat property rate with carrier even after several substantial losses • Decreased the District's Workers' Compensation premiums by 26% • Consistently reduced the District's aircraft and aviation costs on average of 5% per year. • Overall reduced the District's expiring insurance by $263,000 in the first year. • Added a new line of coverage while remaining within District's Annual Budget • For 2014, the District's overall program premium costs were reduced by almost 5%. • Through the 2016 renewal, maintained property rates for the main property program with a rate reduction in the Wind/Hail Buydown program and increased the limits. • Maintained flat rate renewal for November 2017 property renewal with a rate reduction for the Wind/Hail Bu down. 16 QUALIFICATIONS OF PROPOSER TEAM Part of MSW's corporate philosophy is hands-on involvement of senior management personnel in account servicing. Management staff takes part in underwriter negotiations, claims servicing, marketing submissions and more. The Public Entity team has procedures in place to assure that a senior account member is always available to offer assistance and resolve any issues that arise. The City of Miami Beach's service team consists of 10 Account Executives — 2 Account Director (Team Leader), 5 Senior Account Executives, 2 Marketing Account Executives, 2 Senior Account Service Representatives, 1 Assigned Claims Professionals and 1 Loss Control Professionals. With our dedicated account team, various team members are available 24 hours a day, 7 days a week to meet any account service needs. Phone calls and emails are returned promptly and special projects are handled on a timely schedule. Account Director Johnny Fontenot Marketing Account Regina Lock Executive * Daily management and Tracey Hartgrave client responsibility Jackie Day * Program design, structure, *Technical and and marketing Loss Control marketing services implementation Doug Keefer * Loss Control, * Senior experienced safety resource contract review M I AM I BEACH Claims Travis Nixon *Hands-on negotiation of ` Account Executives claims Account Service Representative Robert Waggoner *Coordinate claims Rachel Jobb John Palm services with Stacy Williams *Special project insurers * Day-to-day team support resource * Documentation issuance, * Collateral reviews billings, daily activities *Technical Support f +I 17 A' • QUALIFICATIONS OF PROPOSER TEAM Johnny Fontenot, CPCU, AIC, ARM Executive Vice President, Head of Office Direct: 469-232-2160 Mobile: 214-244-1631 Email: jfon@mcgriff.com EDUCATION McNeese State University, B.S. Management and Marketing LICENSES/CERTIFICATIONS Chartered Property & casualty Underwriter Associate in Claims Associate Risk Manager Licensed Risk Manager AREAS OF EXPERTISE Public Entities / Governmental Risk Management Large Commercial Accounts Owner Controlled Insurance Programs (OCIPs) Claims Governmental Risk Pools CLIENT EXPERIENCE Public Entities Energy & Marine Manufacturing Transportation Lu Retail Environmental Hotel/Restaurant EXPERIENCE HISTORY McGriff, Seibels & Williams of Texas, Inc. 1998—Present Executive Vice President, Head of Office an Robert Waggoner, ARM, CGBA Senior Vice President Direct: 469-232-2140 Mobile: 214-649-6625 Email: rwaggoner(a�mcgriff.com EDUCATION Texas A& M University, B.S. Psychology/Management LICENSES/CERTIFICATIONS Associate Risk Manager Certified Governmental Benefits Administrator AREAS OF EXPERTISE Public Entities / Governmental Risk Management Loss Control and Safety Programs Workers' Compensation General/Auto Liability Property CLIENT EXPERIENCE Public Entities Energy& Marine Manufacturing Transportation Retail Environmental Hotel/Restaurant EXPERIENCE HISTORY McGriff, Seibels&Williams of Texas, Inc. 2003-Present Vice President/Senior Vice President MSW 18 QUALIFICATIONS OF PROPOSER TEAM Regina Lock, MBA, RMPE Account Executive Direct: 877-624-7433 Mobile: 813-205-9733 email: rlock(c�mcgriff.com .—" EDUCATION Bachelor's Degree in Biology > Master's Degree in Business Administration C:1 LICENSES/CERTIFICATIONS Property and Casualty Agent License– Florida Risk Management Certification for Public Entities Licensed Adjuster - Florida AREAS OF EXPERTISE ZPublic Entities / Governmental Risk Management LLJ General &Automobile Liability Claims & Subrogation Safety & Loss Prevention Specialist Governmental Contract Review Specialist Governmental Agency Property & Casualty Insurance Specialist 4GRN-.V,dA CLIENT EXPERIENCE Public Entities Transportation CAREER HIGHLIGHTS /ACCOMPLISHMENTS 25+ years of experience Insurance Safety, Claims and Risk Management EXPERIENCE HISTORY McGriff, Seibels & Williams of Texas, Inc. 2018 - Present Account Executive City of Tampa . 2003 - 2018 Account Executive, Public Entity Division Dollar General Corporation 2002 - 2003 Claims Representative State of Florida 1993 – 2002 Safety Inspector& Health Environmental Specialist 19 QUALIFICATIONS OF PROPOSER TEAM John F. Palm III, ARM Account Executive Direct: 469-232-2191 Mobile: 214-878-5687 Dallas, Texas Email: ipalm a(�mcgriff.com EDUCATION University of Southern Mississippi, MPH Occupation Health & Safety University of Southern Mississippi, BS Psychology LICENSES/CERTIFICATIONS Associate in Risk Management AREAS OF EXPERTISE School Risk Management Programs Loss Control and Safety Programs Workers' Compensation Property/Casualty Programs Campus Security Contracts & Agreements Z CLIENT EXPERIENCE Public Entities Schools Municipalities w EXPERIENCE HISTORY McGriff, Seibels & Williams, Inc. 2018 - Present Account Executive .co Allen Independent School District 2013- 2018 Director of Risk Management C.. Jackie Day, CPCU, CIC, AAI Senior Vice President/Marketing AE Direct: 469-232-2162 Mobile: 469-766-7525 Email: jday(a mcgriff.com EDUCATION Mesa College, Colorado LICENSES/CERTIFICATIONS Chartered Property & Casualty Underwriter Certified Insurance Counselor Accredited Advisor in Insurance AREAS OF EXPERTISE Public Entities/Governmental Risk Management Design, marketing & servicing of major commercial accounts Property CLIENT EXPERIENCE Public Entities Hotel/Restaurant Manufacturing Retail Transportation Environmental EXPERIENCE HISTORY McGriff, Seibels & Williams of Texas, Inc. 1998- Present Senior Vice President/Marketing Account Executive QUALIFICATIONS OF PROPOSER TEAM Tracey Hartgrave, CIC, CRM Vice President/Marketing Account Executive Direct: 469-232-2163 Mobile: 214-732-3020 Email: thartgrave@mcgriff.com EDUCATION Tarrant County Junior College LICENSES/CERTIFICATIONS Certified Insurance Counselor (010) Certified Risk Manager (CRM) 2 Parts of 5 Certified School Risk Manager (CSRM) Workers' Compensation Specialist School District Employee Benefits Specialist AREAS OF EXPERTISE Public Entities/Governmental Risk Management General Liability/Auto Design, marketing & servicing of major commercial accounts Flood Cyber Liability CLIENT EXPERIENCE Public Entities Hotel/Restaurant Manufacturing Retail Transportation Environmental EXPERIENCE HISTORY McGriff, Seibels & Williams of Texas, Inc. 1998 - Present Vice President, Marketing Account Executive co co Rachel Jobb, ACSR Account Manager Direct: 469-232-2172 Mobile: 469-644-6502 ~*s. Email: rjobb(a�mcgriff.com r EDUCATION Trinity Valley Community College LICENSES/CERTIFICATIONS Accredited Customer Service Representative (ACSR) 1 part of 5 Certified Risk Manager (CIC) 3 Parts of 4 Certified School Risk Manager(CSRM) AREAS OF EXPERTISE Public Entities Higher Education CLIENT EXPERIENCE Public Entities Hotel/Restaurant Manufacturing Retail Transportation Environmental EXPERIENCE HISTORY McGriff, Seibels & Williams of Texas, Inc. 2000—Present Account Manager 21 QUALIFICATIONS OF PROPOSER TEAM Stacy Williams 0 Senior Account Service Representative Direct: 469-232-6610 Dallas, Texas Email: stwilliams(c�mcgriff.com EDUCATION 0 Collin College, Plano, TX F. CLIENT EXPERIENCE j Home Building Chemical Blending Manufacturing H Oil & Gas Servicing Oil & Gas Drilling/Production Public Entities EXPERIENCE HISTORY McGriff, Seibels & Williams of Texas, Inc. 2016-Present —1 Senior Account Service Representative CO Lockton Companies 2004- 2015 i Senior Account Manager Travis Nixon Vice President, Claims and Risk Services Direct: 469-232-2194 Mobile: 972-655-4645 Dallas, Texas Email: tnixon(amcgriff.com EDUCATION University of Texas LICENSES/CERTIFICATIONS Property and Casualty Agent Adjuster–All Lines W (f) AREAS OF EXPERTISE Public Entities / Governmental Risk Management Loss Control and Safety Programs Design, marketing and servicing of major commercial accounts .e, CLIENT EXPERIENCE Public Entities Hotel/Restaurant Manufacturing Retail Transportation Environmental EXPERIENCE HISTORY McGriff, Seibels & Williams, Inc. 2017- Present Vice President, Claims and Risk Services McGriff, Seibels & Williams, Inc. 2007- 2017 Senior Account Executive J 22 •UALIFISTISNS OF illOPOSER TEAM DOUG KEEFER Assistant Vice President— Risk Control Consultant Direct: (469) 232-2130 Mobile: (214) 215-8250 Dallas, Texas Email: dkeefermcgriff.com EDUCATION B.S. Degree from Bethel College and a Masters of Science Degree from Baylor University LICENSES/CERTIFICATIONS Completed certification courses on ergonomic evaluation/job analysis taught by the center for ergonomics at the University of Michigan & Advanced ergonomics. He has a Clinical I Certification in Functional Capacity Evaluation (Blankenship System) from the Blankenship Corporation. He also is OSHA authorized to conduct 10 and 30-hour outreach safety training for general industry. AREAS OF EXPERTISE - Safety/Ergonomic projects that include: Risk/Loss Control Audits Training Safety Program Development Fire Protection In-dept analysis Environmental Inspections Disaster Recovery/Business Continuity Workers Compensation Program Performance Audits (Gap Analysis) CLIENT EXPERIENCE Alltel Corporation Nokia Corporation Whole Foods Market Republic Plastics, Inc. Treasure Island, Inc. Hooters Restaurants Blockbuster Corporation Sony-Ericsson-North Century Golf Partners Bimbo Bakeries America Haggar Clothing G2 Secure Staff AirlineUSA Compression Delta Faucet Company Texas Instruments DFW International Airport Ruffin Companies Pier 1 Imports, Inc. City of Fort Worth Michelin North America, Inc. Port of San Antonio Tarrant County College District LSG Sky Chefs Corporation Food Concepts Intl — Abuelos L&B Realty Advisors City of Tampa EXPERIENCE HISTORY McGriff Seibe/s & Williams 2009-present Assistant Vice President— Risk Control Consultant Benchmark Consulting Group, LLC 2005-2008 Safety/Ergonomics Specialist Marsh USA Inc. — Dallas Office 2002-2005 Risk Control Consultant BASIC SERVICES Developing and Maintaining Program Identify new coverage needs and exposures to find potential or actual uninsured, over insured or underinsured exposures. Structure an insurance program to mitigate gaps or overlaps in coverage and provide the limits and coverage requested by the City to the extent they are available. Provide an annual executive summary of policies and coverage. Perform research and provide advice on coverage questions. Recommend coverage changes and program adjustments. Provide recommendations and advice on alternatives to insurance. Advise the City on any new developments or changes in the overall insurance market, including new legislation, new coverages introduced & proactively communicate any potential impact to the City. Perform a risk assessment and coverage review annually. Evaluate excess limits and the adequacy of such limits. Assess carrier stability, solvency and services record, and provide to the City the A.M. Best Rating, including financial stability, of all insurance carriers approached. Marketing Required Insurance Coverage Place requested coverage on behalf of the City. Act as the liaison and advocate for the City with insurers, presenting and/or gathering required data and applications from your staff for the purpose of procuring insurance coverage. Collect necessary data and prepare insurance submission packages for the marketing of various coverages for the City. Select insurers most suitable for the City's risks. Market the insurance needs of the City by soliciting bids (RFPs) from insurance markets and provide the City with a summary of the various bids (RFPs) received. Negotiate coverage options with insurance carriers to obtain the most beneficial/cost effective program for the City. Invite the City to participate directly in marketing and meetings. Keep the City informed of negotiations with the underwriters involving placement of all insurance programs. Maintain insurer relations. s Continually evaluate the City's insurers with respect to service capability and responsiveness. Provide insurance budget estimates. Identify locations to be covered by NFIP policies. Request flood zone determinations. Complete applications for coverage with pertinent information. Provide NFIP quotation to Risk Management, submit payment to NFIP carrier, review all NFIP policies for accuracy, maintain schedule of NFIP policies. Ammummoommoimmommuummiimmemi ., ,; ,:; 24 BASIC SERVICES Servicing Policies, Loss Control and Claims Regular meetings to discuss status, performance, pertinent developments and open items. • Provide records timely upon request. Assist with coverage questions. Provide the City copies of carrier quotes, carrier invoices, and policy endorsements. Issue and review insurance binders, certificates and all other documentation in the required time frame. Update schedule of insurance and "limits" as coverage amendments and endorsements take effect. Issue certificates of insurance when evidence of liability insurance as required. Review all policies, including policy limits, coverages, deductibles, exclusions and endorsements to confirm that they have been issued correctly and as ordered. Provide insurance requirements and risk management training to the City's staff. • Provide regular reports on losses, expenses, loss ratios and other requested data. Arrange for Loss Prevention and Safety Audit services upon request by the City Provide claims processing and tracking assistance. Provide assistance in developing/evaluating insurance and indemnity clauses in the City's contracts. ° Review leases, agreements and construction contracts to provide recommendations for insurance requirements. Assist the City in allocation of premiums as needed. Assist the City in providing insurance related documentation in respect to any FEMA related claims. Assist City with the development of annual letter to the Division of Emergency Management requesting confirmation that the City's program meets the standard of a reasonable program as prescribed by the Stafford Act. Provide accident investigation assistance. Periodically evaluate sites. n Provide performance benchmarking information. Provide assistance in the processing of any claims or disputes arising from the terms of an insurance policy, whether past, present or future, which the City may have against the insurance carrier. ° Review insurance company loss reports. Provide annual loss reports to the City upon request. Review coverage issues and negotiate with carriers to achieve satisfactory resolutions. Evaluate pre-settlement reviews and attend settlement conferences. • Provide appraisals for all Client buildings identified by Clients Statement of Values, the first 1/3 of the buildings tat are identified by the Client will be appraised the first year, the second 1/3 of the buildings that are identified will be appraised the second year and the third 1/3 if the buildings that are identified by the Client will be appraised the third year. • Perform other services customarily expected of an insurance broker for the duration of the contract. MSW 25 BASIC SERVICES Risk Services McGriff, Seibels and Williams, Inc. will work with the City to help implement a focused risk management service program to reduce risk at key locations within the organization. We will work closely with your staff and the insurance carrier risk consultants to provide and enhance your current risk management program. Our experience and background allows us to support your risk management program with the following services: ❑ Business Continuity Planning ❑ Risk Management Evaluation Programs ❑ Practical recommendations for risk enhancements ❑ We help identify deficiencies and prioritize improvement ❑ The use of Zywave Technology GIP We believe that in order to be successful, an effective risk management program should include eight key components as follows: ❑ Commitment from management ❑ Awareness ❑ Employee accountability ❑ Supervisor and employee training ❑ Safety committee (involving management, superiors and . .a employees) ❑ Hazard identification and methods of control ❑ Accident and incident investigation ❑ Periodic review of the program If applicable, the following additional activities could be provided: ❑ Independent project visits where special problems have developed Cl Review of any recommendations or risk enhancements ❑ Providing a single point contact for personnel to obtain guidance on risk services ❑ Working with insurers to evaluate loss control services and formulating responses ❑ Meeting with designated insurance/risk management staff ❑ Follow-up on claims activity trends MSW 1:47 w•_ 26 BASIC SERVICES Communication Toots& Technology Open communication is one of the most important aspects of a broker/client relationship. Because MSW believes in a collaborative approach, frequent communication is paramount to keeping the work moving and the participants well informed. In today's world of digital electronics, voice mail and e-mail, we have more options for staying in touch with our clients than ever before. However, with the proliferation of electronic communications, many people feel the personal side of doing business is being lost. MSW does everything possible to stay in constant contact with our clients, including regular meetings and status reports. We strive to be highly accessible, and are regularly commended for our responsiveness by our clients. Voice Communication Technology MSW utilizes technology resources such as email, voice mail, cell phones, SharePoint, and other communication tools to keep the entire account team up to speed on account service items. We are available to our clients 24/7, and have a policy that all phone calls should be returned by no later than the following business day. We offer reporting of claims via 1-800, on-line or fax. All MSW employees have e-mail access and are responsible for checking it on a daily basis. You will receive the e-mail addresses of each of your account service team members. We will also provide both home and cellular numbers for all core members of your account service team, allowing you access to your team when they are not in the office. Please feel free to contact your account service team to get up-to-date status reports on your coverage and claims negotiations. Industry News Services & Sources We subscribe to numerous insurance and legal publications as well as on-line services. Changes in regards to carrier coverages, rates or capacity are shared via e-mail and through internal market updates. Also, we regularly consult with outside legal counsel for interpretations of policy language, claims related decisions, and other issues of concern. Once aware of any issue that may impact your operations or coverage, we will advise you promptly. If necessary, we will arrange meetings for discussion of these issues. We consider this an important service to our clients,and one that elevates us above our competitors. MSW subscribes to two services whose mission is to communicate rating changes to their subscribers: A.M. Best and Standard & Poor. This ensures that we are notified immediately of any rating change related to our client's accounts. At the first sign of concern for the financial integrity of any insurer, intermediary, association or fund, a computer run is made, identifying all placements involving the party in question. While many of our clients have very stratified placements, our computer system is geared towards locating entities regardless of their percentage participation. Our account managers and IT professionals are well versed in the procedure — we go into the computer system and prepare a query that checks through all policy files, identifying the carrier in question. Clients are notified immediately of the concern and are provided with supplementary information as it becomes available to us. Should it become necessary to replace the carrier in question, alternative arrangements are identified and discussed with the client. Please note that MSW's website, www.mcgriff.com, has links to a number of insurance related sites, such as A.M. Best Downgrades, Business Insurance, Insurance-Portal.com, and NationalUnderwriter.com. These links provide the most current industry news available, including ratings downgrades, legal developments, new legislation,and more. J27 BASIC SERVICES Reports & Meetings Reports and written communications are tailored to fit the needs of our clients. The following reports are normally provided to MSW's clients as part of our standard brokerage agreement: ❑ Monthly Loss Summaries by line of coverage, to include: • Open Claim Counts • Closed Claim Counts • Paid Amounts • Outstanding Amounts • Incurred Amounts • Recovery Amounts • Loss Details for claims in excess of$10,000 • Follow-up Notes from Quarterly Claim Reviews ❑ Flow Charts and Executive Summaries for large or complex claims to assist in tracking to conclusion ❑ Policy Summaries/Overviews ❑ Insurance Checklist - to use as a quick guideline for vetting insurance requirements in bids and contracts. ❑ Risk Profile and Exposure Analyses ❑ Annual Industry Statistics provided by NCCI and TPA organizations for industries similar to each clients. Client Education MSW includes continuing education in our standard brokerage agreement. We are happy to prepare client specific education seminars as requested. Our seminars include subject matter and expertise from throughout the insurance industry and the MSW organization.. We frequently use our education department to assist in research on insurance related legal issues that arise in the service of our clients. These issues typically include contractual disputes, coverage interpretation, and state insurance regulatory changes. MSW 28 BASIC SERVICES Marketing Our marketing model is built around developing and executing a marketing plan that will lead to the most efficient pricing, terms and conditions for your program. To Sum Up — Our marketing effort includes but is not limited to: Analysis of Risk database Analysis of exposures by coverage Analysis of current coverage Development of underwriting criteria Development of the market submission package Development of values by zip code, construction, etc. (for property) Review of historical claims data Development of PML's Preparation of market submission Distribution of marketing submission to markets Communication with London and other global carriers Discussions and meeting with markets Tracking of carrier responses Preparation of renewal proposal Preparation of renewal documents (binders and charts) Review of all binders and policies Distribution of policies Preparation of policy endorsements Engagement of Top-Level Management in Key Carrier Negotiations as Needed We access both the global insurance and reinsurance marketplace to secure the most financially secure and available risk-transfer capacity available. The depth and breadth of our global underwriter relationships and access points provide us with a distinct competitive advantage that translates into efficiency and stability for our clients. McGriff is a leader in the Public Entity Insurance Marketplace. We are currently the fifth largest broker (McGriff/BB&T Insurance Holdings, Inc.) of the Top World Brokers. Our associations include long-standing, senior level relationships with underwriters that serve the public sector, as well as self-insured pools, third party administrators and public entity legal defense firms. McGriff has exceptionally strong, long-term relationships with key insurance carriers — both Admitted and Non Admitted — that can respond to the insurance needs of large coastal public entity schedules. McGriff and its affiliated partners have in-depth experience in both the North American and International marketplaces, and can access traditional insurance products as well as creative vehicles involving reinsurance and other nontraditional structures. 29 BASIC SERVICES Claims Services: While we have a robust action plan for managing claims, our strategy for handling claims is based on three basic tenets: 1 . Issue timely, complete and accurate updates to carriers to minimize inquires and unnecessary delays. 2. Promptly identify and eliminate potential problems based on our experience. 3. Utilize post event specialists to obtain advance payments from carriers as soon as possible after a major event. Claims Management: ❑ Conducting "roll up your sleeves" meeting with the City's risk management to review all open claims and review the current claims program and procedures. ❑ Conducting a loss analysis to identify and frequency, severity or trends in loss activity. ❑ Bi-annual actuarial review of all claims and associated reserves. ❑ Monitor claims activity and reserves set by any adjuster or third party administrators. ❑ Work with the City and defense counsel in strategy planning on claims litigation. ❑ Interface between the insurance carrier and the City's risk management. ❑ Provide Quarterly Loss Reports. r.....,. :,>_ x. 30 BASIC SERVICES Loss Control: McGriff's loss control assistance program consists of the following services: ❑ Auditing safety programs to evaluate effectiveness. Cl Providing practical recommendations for enhancements. Cl Assisting in the development of specific safety programs, training modules and manuals. ❑ Assisting management in identifying deficiencies and prioritizing improvements. Cl Making independent project visits where special problems have developed. ❑ Preparing and conducting instructional seminars and training as needed. Cl Monitoring surveys to assist management in identifying deficiencies and prioritizing improvements. ❑ Providing analysis of losses by job site, accident, type of injury and exposure. ❑ Monitoring compliance with written procedures, identify compliance programs, and initiate corrective action. ❑ Periodically evaluating sites. ❑ Reviewing inspections and corrective recommendations. Cl Providing a single point/contact for personnel to obtain guidance on loss control questions. Cl Working with insurers to evaluate and negotiate the required loss control services. ❑ Meeting as necessary with designated insurance/loss prevention staff to discuss current. developments, progress, problems, and future activities as well as to refine special action plans. ❑ Providing stewardship reports regarding loss control activities and objectives. ❑ Assistance with emergency response program. .,R. 31 .. VALUE ADDED SERVICES Additional Innovative Services McGriff, Seibels & Williams, Inc.'s innovative, value-added services stand out as truly unique in the industry. Simply by partnering with us, our clients are introduced to a wealth of insurance- related tools and information. These services enhance our commitment to providing you the latest in strategic planning, expertise, innovation, and technology. SharePoint SharePoint is the system McGriff uses for its Client Web Portal (CWP). The CWP was created to provide McGriff Clients with anytime access to their data on file with us. Through this interactive website, clients may view and update information relevant to their insurance program. The CWP also eliminates the need for multiple copies of the same documents, as one document is accessible by all users. MyWave TM Portal Many of our value-added services are extended to you electronically through MyWave Portal, your personal Client Center designed to offer you time-saving tools and resources that build convenience into managing your everyday work tasks. Whether you want to collaborate with our agency online, quickly access timely news, information and resources, or connect with peers in your industry, this is the place to be. One part of the Broker Briefcase of tools will allow you to generate loss reports, drilling-down by injury type, body part, group or divisions, and time period to include. The system stores your information from year to year, and by tracking work hours, it automatically calculates your incident rate and allows you to make comparisons to national averages based on your SIC (Standard Industrial Classifications) code as reported by the Bureau of Labor Statistics. Best of all, with accurate reporting, we will be able to help you spot injury trends and work with you on the right corrective actions to take before they become serious problems. Marshall-Swift Commercial Estimator—Appraising Commercial Property RiskMeter Online API Used by MSW to determine Natural Hazard Risk Data RMP Safety App. The RMP Safety App will allow you to use your IPad, IPhone, Droid or Microsoft Device to: Conduct Accident investigations — Complete your accidents forms while at the job site and upload relevant photos supporting your findings. You can also trend your accident data to focus on problem areas within your organization, or generate reports for senior management. 32 SHAREPOINT • SharePoint is a web application platform in the Microsoft Office server suite. Launched in 2001 , SharePoint combines various functions which are traditionally separate applications: intranet, extranet, content management, document management, personal cloud, enterprise social networking, enterprise search, business intelligence, workflow management, web content management, and an enterprise application store. SharePoint provides central management, governance, and security controls. We call this ours, MSW Client Web Portal. The MSW Client Web Portal was created to provide you with anytime access to selected data on file with MSW. Through this interactive website, you may review and update information relevant to your insurance program with MSW. The Web Portal also eliminates the need for duplicate copies of the same documents, as one document is accessible by all users. The MSW Client Web Portal is also secure. All MSW Client Web Portal data and sites are SSL encrypted (using HTTPS) with a high grade 128 bit certificate. In addition, all users are given a unique User ID and password. This will allow you and MSW to review the data on the site. Ewa e _ ,, "E. : Page McGnff User. \I" I0 : McGRIFF,SEIBELS&WILLIAMS CLIENT WEB PORTAL Home Auto ID Certificates Manuals Policies Property Values Schedules Stewardship Report Underwriting User Manuals Search tits s;e P Documents Auto ID Change CertificatesAnnouncements MSW Service Team .... Welcome to the MSW Client Web Portal.Through this interactive website,you will be last Name First Name E-Mail Business Phone Manuals able to view items related to your insurance program. Policies Schmoe ice joeschmoettmcgrtff.com 205 555-5151 Property Values *Add new announcement Sell Suzy sbeltamcgrdf.com 205 555-6151 Shared Documents i+ad new.tem Schedules Stewardship Report MSW Newsletter t7idt to view the latest McGnff,Sebels&Wihatns Newsletter inli Recently Added Documents Undemammg User Manuals Cated:11/30/2012 I Updated:11/30/2012 I 41y�• Authc':Stephanie Maxey Useful Information MSW Website Click to view the McG df,Sebels&Wilkams Websde 0.1 Schedule 1.1.12 Announcements Created:11/14/2012 I Updated:11/14/2012 I MSW SenateAuthor:Nick Gomez Team r Test a r E\ Created:11/14 2012!updated:11/14/2012 i 4 Recycle Bin 1 ` Author:Nick Go ez All Site Content I i 33 .. , SHAREPOINT Authorized users have access to view data posted to the Client Web Portal by their MSW Team. Some of Sharepoints features: ❑ Announcements - notify other MSW CWP users of important news, information, and events on the home page of your MSW Client Web Portal. ❑ Document Libraries - are collections of files that have been posted to your MSW CWP by your MSW team. The document library is comprised of files and/or folders that are organized similarly to your computer's drive or a network file server. The MSW CWP can have one or more document libraries. Document Libraries may include: Policies, Auto ID cards and Schedules. You can access Document Libraries by utilizing Quick Launch or Tabs. ❑ Quick Launch - is a tool bar located on the left side of the web page containing the Document Libraries included on your MSW Client Web Portal. ❑ Tabs - are located at the top of the web page, and contain links to specified Document Libraries. To have specific Document Libraries with a "Tab" option, please contact a MSW Team Member. ❑ Recently Added Documents - lists the 5 latest documents posted to your MSW CWP. Users may click on these open the Read-Only version of the document. ❑ MSW Service Team - A quick snapshot of your MSW Service Team, including emails and phone numbers, are shown on the first page of the MSW CWP. ❑ Useful Information - contains links to your complete MSW Service team, as well as Announcements. ❑ Jumpers - provide users with a direct link to the MSW Newsletter, MSW Website & MSW Terms of Use. r . . 34 : SE �.. r IL ',7', e. Yr .0 1vnIod® AeMAW 3 AVMAZ/3 AVMA W M YWAV E/ZYWAV E lviWave® P o rta Collaboration CenteryOur two-way document posting capabilities allow a seamless exchange CI i ck+Connect+Communicate of information sharing and collaboration Welcome to a whole new way of working — MyWave is your Users can download and share personalized Web site that allows you to effortlessly click, connect, documents, make updates, and track a document's history - simplifying updates and communicate with McGriff, Seibels& Williams. to reports, worksheets, questionnaires, and policies It's designed to offer you time-saving tools and resources that build Saves time by allowing you to manage convenience into managing your everyday work tasks. Whether you team projects and streamline everyday want to collaborate with our agency online, quickly access timely work tasks news, information, and resources, or connect with over 100,000 peers Survey Benchmarking in your industry, this is the place to be. It's easily accessible, Participate in benefit plan and/or P&C hardworking, and just one of the many value-added services available program surveys to you when you partner with us. Allows you to determine how your plans " ?" and programs compare to other employers across the U.S. Community Through MyWave Community, you have access to a vast and knowledgeable network of colleagues from across the country • olt S.. Share information and resources via the Community's interactive forum that allows you to post questions to your peers, provide insight into other users' questions, and allows you to track • responses based on topics or individual questions "The Community section allows us to easily find out what other companies are doing in a variety of situations. I can get answers Community topics include Compensation, quickly from other colleagues in the industry; the Community Employee Relations, HR Development, has become my personal sounding board." HR Management Topics, Recruitment, Trevor, MyWave Portal User, Northeast Risk Management, and Other 36 MYWAVE/ZYWAVE A • "MyWaveRM is the perfect vehicle to further enhance our Safety and Loss Control efforts. The information is absolutely tremendous!" Scott, MyWaveRM Client User, Mid-Atlantic IL_ I s MyWave®RM : Efficiency meets Productivity What's in your current Risk When you need to access key word, or restrict your Manager's toolbox? Whether information fast, Documents on search to a specific category you're looking for flyers to help Command provides instant to find what additional support your employee safety access to a library of resources are available — programs or searching for downloadable articles, brochures, fast! Workers' Compensation forms, and reports covering a information, our Risk variety of insurance-related Online Services Management Center combines topics — precisely when you need Online Services is your efficiency with user-friendly it. Content is grouped by general personal hotline to our tools and resources you will use category such as Cost agency, allowing you to time and time again to Containment, Loss Control, and instantly e-request often- streamline your everyday work Employee Communications. Or, asked-for information, such as tasks. search by keyword to locate claims report submissions, related information. You'll also directly from your MyWave SafetyZone have access to up-to-date state RM Client Center to our Look to SafetyZone for a series Workers' Compensation Statutes customer service department. of ready-to-print newsletters and related links for quick Automated requests include: covering a variety of industry- reference. • Motor Vehicle Record related topics designed to requests, support your key safety Resources • Fleet Option requests, messages and programs. Just as its name implies, • Certificate of Insurance Content is organized by general Resources offers you quick and requests, category that includes Auto easy access to useful, industry- • Auto Claim reports, Safety, Employee Protection, related links and articles from the • General Liability reports, Organizational Safety, and convenience of your MyWaveRM and Personal Risk Management. site. The links are grouped by • Property Claim reports. general category, and you can Documents on search the entire library by It's online, anytime! Command We speak your language and understand your needs. MSW M YWAV E/ZYWAV E r "The MyWaveOSHA is so easy to use and has totally simplified my OSHA Out reporting process. I can easily keep my OSHA log updated and source AutiA information about record keeping guidelines. You have just jumped to the top of my Christmas list!" Carolyn, MyWaveOSHA User, Southeast MyWave®OSHA: When it Comes to OSHA Compliance, We've Got You Covered When it comes to OSHA, to log forms, you can easily locate by the Bureau of Labor compliance is the name of the and create OSHA forms at the click Statistics. game. To help you simplify and of a mouse, quickly logging new Best of all, with accurate manage your OSHA reporting, incidents as they occur. You can reporting, we will be able to help we've gathered the occupational also easily edit, view, or delete log you spot injury trends and work safety resources you need into entries, which makes maintenance with you on the right corrective one easily-accessible spot, with a snap and guarantees your actions to take before they functionality and content designed records are always current. Also, become serious problems. to help you efficiently meet your with the Log's handy at-a-glance OSHA reporting needs. view, you can effortlessly stay up- FAQs: Resources Right When to-date on your most current You Need Them Logical and Resourceful entries, viewing all the pertinent We know you don't have time to The site's intuitive, user-friendly information entered into your hunt around for the OSHA format will allow you to: OSHA Log Analysis at any time. information you need, so we •Set-up your reporting to reflect included a link to FAQs, where the groups or divisions within your Reports & Analysis you'll find useful information company, You'll be able to generate up-to- about OSHA record keeping • Create accurate OSHA logs for the-minute OSHA reports, drilling- guidelines and related resources. each recordable accident, down by injury type, body part, This includes: • Generate accurate reports on group or divisions, and time period •Basic OSHA recordkeeping demand and analyze related to include. The system stores your concepts and guidelines, costs, and information from year to year, and •Legislative Updates to OSHA • Compile your annual 300A by tracking work hours, it compliance, Summary in seconds flat. automatically calculates your •Guidelines to Determination of incident rate and allows you to Recordability for OSHA 300, and OSHA Log Forms...Fast make comparisons to national • Access to OSHA forms, along When recordable accidents averages based on your SIC with explanations of the OSHA happen, you'll know exactly where (Standard Industrial log and its use. to go to log your OSHA incidences. Classifications) code as reported With online access J 2006 Zywave,Inc.All rights reserved. The information contained herein,including its attachments,contains proprietary and confidential information.Any distribution of these materials to third parties is strictly prohibited.MyWave is a registered trademark of Zywave,Inc. 38 MYWAVE/ZYWAVE Broker Briefcase® P&C Edition / 'What is Broker Briefcase? Broker Briefcase is an Internet-based application used by McGriff, Seibels & Williams of to provide our clients with VIIPthe most up-to-date industry, legislative, workplace safety, Asiom �rM and employee education and communication materials. The communication and information campaigns available to ABC Company through this valuable tool will help you develop safety programs that educate and safeguard your employees, and ultimately reduce overall claims costs. Harnessing the power of the Web Broker Briefcase lets Clients of MSW harness the power of the Web and place it in your hands. This tool allows us to give our clients access to hundreds of professionally developed insurance and safety-related materials. We can download documents that you otherwise may have to prepare on your own, customize them to your specific needs, and send them to you in hard copy or electronically — saving you time and increasing your •roductivit . 39 MYWAVE/ZYWAVE Available to You Exclusively from BB&T/MSW and Broker Briefcase... Cost Containment Human resources professionals and safety directors face an increasing demand to control claims costs. Our cost containment materials include reporting forms and cost containment programs and information designed to streamline claims administration processes. In addition, we have state workers' compensation statutes available at our fingertips, saving you valuable research time. With these tools we can help you set up post-accident procedures and return-to-work programs that will have a positive effect on your bottom line. Some sample documents include: • Hazard Notification Form • 11 Warning Signs of Fraud • Texas Workers' Compensation Statutes Loss Control BB&T/MSW's loss control materials include discussions about safety and accident prevention for you and your employees. We also offer comprehensive summaries of OSHA policies and topics. Examples of loss control materials include: • Employee Safety Responsibilities • OSHA Hazard Assessment Form • Safety Matters: Avoid Electrical Shock Employee Communications Educated employees are a vital part of any employer's cost Management strategy. Broker Briefcase comes complete with a variety of professionally developed materials designed to help you educate your employees about workplace safety and other important issues. We can provide you with informational payroll stuffers and many other easy-to-read employee communication pieces that help you educate your employees. And, we customize each piece for you and your unique needs. M YWAV E/ZYWAV E Sample employee communication materials include: • Make Safety Your #1 Priority • Frequently Asked Questions on Workers' Compensation Studies and Surveys The studies and surveys available to MSW through Broker Briefcase include valuable industry trends and forecasts for educational and benchmarking purposes. The easy-to- read tables and graphs will help you identify problems, implement solutions, and support decisions. Available studies and surveys include: • The Effects of Workplace Hazards on Female Reproductive Health • Financial Impact of Prompt Claims Reporting 41 MYWAVE/ZYWAVE Data Security Confidentiality is a major concern with any online system. Accordingly, several precautions have been taken to ensure that information is kept protected at all times. Data Transmission All information sent to and from Zywave Internet applications is encrypted using a combination of 128-bit secured socket layer 'i—"- 0 Auorite°user (SSL) technology, digital certificates, and :;th multiple firewalls. These security features work together to provide users with a DMA Is bit mutually authenticated communications path. z encryption " '8 ntdowand Mutual authentication helps to ensure that mut ally "° mutually authenticated only legitimate users can access the system, communication path,or and that legitimate users see only the verification. rj information they are intended to see. „4/ � 0%! 0 Data Storage Q „Is moved Zywave uses server security and sophisticated servers within Mt; using a secure hashing algorithms to ensure all sensitive transfer protocol. information is scrambled before it is uploaded L__r to the Internet. Server Facilities L_y” Zywave's servers are housed and maintained by Rackspace, a leading provider of managed Internet hosting services for small to medium sized enterprises worldwide. Rackspace recently received the Frost & Sullivan Market Engineering Award for Customer Service Innovation. This award is given to a company that demonstrates excellence in customer service innovation within their industry. Security Physical: Rackspace is designed for the highest level of security, including round-the-clock security personnel, video surveillance, military-grade access cards, and biometric security systems. Network: Rackspace's fully-switched Cisco-powered Network is built on hardened router configurations audited by Cisco for security. The network security team monitors and tests all networking equipment for potential vulnerabilities while their Intrusion Detection System (IDS) scans for unwanted events 24-hours-a-day. In addition, Rackspace continually monitors all networking devices in Zywave's hosting environment. Backup Scheduled Backups: Rackspace schedules and conducts full daily backups and hourly incremental backups. These backups are completed using a high-performance private network to ensure server performance is not affected. NimmernamommisommimmisommosimmENI 42 MARSHALL & SWIFT COMMERCIAL ESTIMATOR CoreLogic Marshall & Sw 0 BENEFITS: Commercial Estimator Improves consistency and accuracy in your property Commercial Cost Estimates with Greater Accuracy and Speed valuations Creates detailed cost reports Derived from the proprietary Marshall& Swift®Square Foot Methodology, Marshall & using as little as fivepiece Swift Commercial Estimator by CoreLogic® allows users to create and manage cost of data approach reports with this easy-to-use desktop application. Selects the correct local Commercial Estimator allows access to accurate costs on more than 300 building multiplier and climate occupancies, including all classes, sizes, shapes, quality levels, and extensive coverage adjustment with just the of component costs. Enter the assignment-specific building data into as little as five property Zip Code automatically specified fields and the program will then calculate all related costs figures/totals and Allows individual cost ranks produce entire reports for new replacement cost values. Using the calculator cost for items such as HVAC and method, the program gives you the ability to interpolate between classes of exterior walls construction and quality levels. It also allows for many adjustments, including depreciation, obsolescence, location,seismic,climate, and architect fees. Access to historical costing Adjusts for different classes, This application is a key resource to your business and your annual subscription sizes,shapes and quality levels includes quarterly updates and unlimited use of our free technical support services. and interpolate between classes and quality levels Agricultural Estimator Quarterly database updates Marshall & Swift Agricultural Estimator by CoreLogic is the fastest way to access Cost indexes to more than quality, defendable and consistent agricultural structure costs for all of your 800 specific geographical areas appraisal needs. Backed by expansive and trusted data resources, Agricultural in Canada,the United States Estimator enables users to avoid under or overvaluing the agricultural properties in and its territories their portfolio. Defendable values that help you remain in full regulatory For the ultimate flexibility in appraising commercial properties, the Commercial compliance Estimator and Agricultural Estimator Combo provides all the information needed to create costs reports for commercial and agricultural buildings. 2016 CoreLog ic,Inc.All righ is reser ved. CORELOGIC,MARSHA LL 8 SW FT,and the CoreLog is logo are tr adema rks of Corelog ic,Inc.and/or its sub sid iaries. t-MSCOMMEST-0616-01 corelogic.com H17-1-Mj 43 RISK 0 METER \ 0 Core Logic' _p 51-• Risk Meter Online TM AP! Consistent and Efficient Underwrit ing With the RiskMeter Online API, the P&C industry now has back-end access to comprehensive natural hazard risk information.Using premium natural hazard data and probability models from CoreLogic®, this advanced ordering solution helps underwriters, brokers, agents and other businesses easily assess and price multiple types of natural hazard risk-simply by RiskMeter Online integrating into our RiskMeter Online platform. Report Availability RiskMeter Online delivers The RiskMeter Online API allows your internal applications to retrieve over 40+ natural natural hazard risk data that hazard risk reports, and incorporate the data from these reports directly into your empowers underwriters, environment.Your application simply passes an address and other required information into agents and brokers to make the RiskMeter Online API, and in return, you receive the data element that you request, quick and accurate property along with an optional map. risk determinations and includes the following Write the Right Business reports: With a little front end programming and the RiskMeter Online API, you can instantly view ,.Distance to:Shore, premium natural hazard data and scoring reports online, and then choose to save a PDF Intracoastal,Fire Station version of the report. Display maps can be customized by street, aerial or hybrid view,and for &Earthquake Faults large parcels with multiple structures, the user has the ability to assess risk on a specific ,.Flood&Flash Flood building or several buildings within a parcel. Risk Score Why Corelogic? ,.Wind&Hail Probability Increasing catastrophic events and climate change are challenging the P&C insurance ,.Crime Scores industry to revisit existing catastrophic risk management and loss adjustment strategies ,.Coastal Risk& by improving the overall understanding of natural hazards. Storm Surge CoreLogic is dedicated to the science of understanding natural hazard risk.With a staff of PhD.- • FloridaSinkholes level scientists, we have taken risk assessment a step further by developing a proprietary ,. Earthquake Risk Score methodology that assesses the future risk of a wide range of natural hazards including storm risks, ,.Wildfire Risk Score fire risks and land-based risks.The RiskMeter Online API allows you to pinpoint one location or Hazard Risk Score multiple locations to better understand risk for multiple types of exposures. ,. Building Characteristics ,.Plus,additional custom layers N.71` ` The ability to quickly screen for natural hazard risk can help insurers "*"if= syr _ �4, streamline their underwriting process and reduce the sales cycle for '' ' agents and brokers K , ter- IA V MI ��u�w 44 RISK 0 METER Three Levels of Integration CoreLogic offers three levels of integration for the Risk.Mete r Online AP!, ensuring that you get the best fit for your book 0 ell of business. ,. Login Link:Youcan build front end functionality that String 0 XML String 0 String allows your users to click a button or click a link from sand.tin41l Ger ft?r dknfr Send 9naMeli l r°Nino your internal intranet for secure log into the RiskMeter q F+I'ITP v and a Sirin9 a M get f tli Online website. mutts trt }thiL lora. t, in>ttr�rrq ttarm►rt_ ,. Passing in an Address:This includes the same option as the login link above but with added fun ct ionality. Your application can pass an addr ess or latitu der longitude coordinate s directly into the,RiskMeter Online website. This option takes your users directly to the 'Choose DLL 0 XML Reports'page and requires a small amount of cc String programming by you. LA*ow DLL M Yom' Full Integration:Afull integration allows your otostatson,girt raw*" Ilk Of ing?OM application to retrieve all of the Risk.Meter Online API atr ' data elements available to your account with a front end that you design. We have three methods for a full integration illustrated below. 2014 Corel og lc,Inc.A II rights reserved. CoreLogic CORELOGIC,the Core I ogic logo and RISKMETER ONLINE are tradema rks of Core I og lc,Inc.and/or its subs Id lanes. 1-RMOAPI-1410-01 corelogic.corn 45 RMP SAFETY APP RM P A,F E Y , A ' P A SAFETY PROGRAM APP Today's busy professional must make valuable use of both of limited resources and time.In today's fast paced world it is too important to stay on top of your projects,not to mention the exposure to regulatory interference that is every present at our work environments. Let Risk Management Partners(RMP) Safety Program APP assist you with your busy schedule and reduce your costs and potential regulatory burden,no need to continue: Writing reports in the office... Transferring photos to a computer... OSHA fines for lack of documentation... Fuel and time to deliver reports and documents... Searching for documents and previous reports... Manually entering reports and data into your server The RMP Safety App will allow you to use your IPad,IPhone, Droid or Microsoft Device to: Conduct Accident investigations—Complete your accidents forms while at the job site and upload relevant photos supporting your findings. By automatically downloading this to your proprietary server your OSHA logs will be generated for you instantly.You can also trend your accident data to focus on problem areas within your organization,or generate reports for senior management. Accident Alerts—You can create your own distribution list so when an accident report is submitted by one of your team anywhere in the world all persons in your organization will be alerted.This can help site and location teams correct potential issues and avoid regulatory interference before it occurs. Conduct Safety Audits and Assessments—You now can conduct a safety audit or assessment electronically and include photos.No longer do you need to go back to your office to finish your report after spending the day at your location.Your entire assessment can be done electronically,include comments to assist those who review your findings. Once again this process is also server based meaning all information will be downloaded to your web portal so you can run trending reports. Trend your top 10 safety issues,trend safety performance of specific job sites or locations,you can even trend reports of your supervisors,superintendents or auditors. Provide management with instant trending reports of your team's safety performance. "Branding"/Customization—Customize the APP for your operation. Once you have purchased the APP you can`Brand"this as your own.Your logo will appear on the APP and web portal. This is your safety APP.Can your competition produce a Safety APP? How impressed will your customers be when you show them this tool that is yours? Customize you Client Library—You have full control over your library,upload documents; MSWord,MS PowerPoint,MS Excel,videos,photos, etc.Place your material where it is easy for all to find and access it from an here in the world. You will have full access to all documents from ou smart phone or tablet. 46 RMP SAFETY APP RM P SAFETY APP - • Cloud Based - Your APP and Webserver are housed in a high security cloud facility located in downtown Atlanta. This facility guarantees 24/7 access and provides unprecedented security for your information. In addition this server will save you money as its size is unlimited. No need to spend your hard earned money on internal configurations that will become obsolete in a couple of years and take up valuable space at your facility. Additional Features- You can also issue safety warnings and citations (including photos) to responsible parties as part of your corrective action program. Get email notifications when employees training becomes due, in fact 90 days before it is due. This way you can avoid lapses which may lead to potential fines and penalties. Remember, they have free training with a live person to step you through this process and help you and your teams become successful. MSW • 47 .A N 111L1111.1111111° . . "sem. „..... . f.., • .. �a rr 4 x4 Rt," :. .,1 ..1 :–Lre. -::--._ --:-.-- —-.• } -fir - It ' Al-- �L of . ,rti.„-„,i..._ 7-. .•:. ;41., "- _ yii.'w yI,` a ; �^ t, v• iTr� i s i A i r F` ' ,a ! ry ar CITY OF MIAMI BEACH REQUEST FOR PROPOSAL - INSURANCE BROKER OF RECORD RFP No. 2019-048-W6 Cost Proposal MARCH 28, 2019 3:00PM PRESENTED BY: Johnny Fontenot, CPCU, ARM, AIC Regina Lock, MBA, RMPE Executive Vice President Account Executive MCGRIFF, SEIBELS & WILLIAMS, INC. I 400 N. TAMPA ST., FLOOR 23 I TAMPA, FL 33602 I PHONE: (813) 314-5267 , FAX: (469) 232-2101 WWW.MCGRIFF.COM Iv\ I AM I B E AC H McGRIFF,SEIBELS&WILLIAMS,INC. 4. COST PROPOSAL 4. 1 — McGriff, Seibels & Williams, Inc. would prefer to work for a flat fee as we cannot dictate the commissions received by wholesalers. 4.2 - McGriff, Seibels & Williams, Inc. will provide the services included in this RFP response as a flat annual fee as follows: *$107,000 Annually for Insurance Broker and Consulting Services Fee will remain flat for five (5) annual renewals. *Commission will be accepted on any NFIP Flood placements per federal law. 4.3 - If we are to include a fee for Appraisals, they will vary by year as the number and types of properties will vary. Without knowing the specific number of properties, we would like to add a $12,000 annual Appraisal Fee as a preliminary budget number. This fee can be negotiated. If appraisals are less, any overpayment will be returned. ATTACHMENT D INSURANCE REQUIREMENTS 1 APPENDIX E MIAMI BEAc Insurance Requirements 2018-048-WG Insurance Broker of Record PROCUREMENT DEPARTMENT 1755 Meridian Avenue, 3rd Floor Miami Beach, Florida 33139 RFP 2019-048-WG ' 1 1.••••••••-r MIAMI BEACH INSURANCE REQUIREMENTS This document sets forth the minimum levels of insurance that the contractor is required to maintain throughout the term of the contract and any renewal periods. XXX 1. Workers' Compensation and Employer's Liability per the Statutory limits of the state of Florida. XXX 2. Comprehensive General Liability (occurrence form), limits of liability $ 1,000,000.00 per occurrence for bodily injury property damage to include Premises/ Operations; Products, Completed Operations and Contractual Liability. Contractual Liability and Contractual Indemnity (Hold harmless endorsement exactly as written in "insurance requirements" of specifications). XXX 3. Automobile Liability-$1,000,000 each occurrence -owned/non-owned/hired automobiles included. 4. Excess Liability-$ .00 per occurrence to follow the primary coverages. XXX 5. Professional Liability (Errors and Omissions) Insurance appropriate to the consultant's profession, with limit no less than $1,000,000 per occurrence or per claim, $2,000,000 aggregate. XXX 6. The City must be named as and additional insured on the liability policies; and it must be stated on the certificate. 7. Other Insurance as indicated: Builders Risk completed value $ .00 Liquor Liability $ .00 Fire Legal Liability $ .00 Protection and Indemnity $ .00 Employee Dishonesty Bond $ .00 Other $ .00 XXX 8. Thirty(30) days written cancellation notice required. XXX 9. Best's guide rating B+:VI or better, latest edition. XXX 10. The certificate must state the proposal number and title The City of Miami Beach is self-insured. Any and all claim payments made from self-insurance are subject to the limits and provisions of Florida Statute 768.28, the Florida Constitution, and any other applicable Statutes. REP 2019-048-WG 32