Request for Letters of Interest (RLI) by DeanSampson

VIEWS: 17 PAGES: 22

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RFP Number: R0709201P1 RFP Name: Actuarial Services

Request for Proposals (RFP)
RFP Number: R0709201P1 RFP Name: Actuarial Services

Request for Proposals
The purpose of this document is to engage the services of a qualified firm to provide actuarial services for its self insured plans. Broward County expects to enter into a contract with the selected firm for a period of 1 year with 2 annual renewals for a total term of 3 years. Each evaluation is to be provided as of the end of the County's fiscal year, which will be September 30, 2009, 2010, and 2011. A copy of the September 30, 2008 actuarial report is available for review in the County Accounting Division Office at 115 S. Andrews Avenue, Room 221, Fort Lauderdale, Florida. The purpose of the actuarial review is to provide an assessment of the reserves required to meet the self insured liabilities, which will ultimately be reflected in the County's financial statements. It is the policy of the County to fully fund the actuarially determined reserve requirements. Draft reports should be submitted to the County approximately November 15 following the end of the County's fiscal year. The final reports are to be delivered to the County by the end of November following the end of the County's fiscal year so that adjustments can be made as necessary to the County's reserves in connection with its annual financial closing.

Procurement Authority
Unchecked boxes do not apply to this solicitation. Pursuant to the Broward County Procurement Code, the Broward County Commission invites qualified firms to submit Proposals for consideration to provide services on the following project. Pursuant to Florida Statutes, Chapter 287.055 (Consultants Competitive Negotiations Act), the Broward County Commission invites qualified firms to submit Proposals for consideration to provide professional consulting services on the following project. Pursuant to the Broward County Procurement Code, the Broward County Commission invites qualified firms to submit Proposals for consideration to provide services on the following project. This project will be for a Managing General Contractor to provide Construction Manager at Risk services.

Submittal Instructions
Unchecked boxes do not apply to this solicitation. Only interested firms from the Sheltered Market may respond to this solicitation. This solicitation is open to the general marketplace.

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RFP Number: R0709201P1 RFP Name: Actuarial Services Interested firms may supply requested information in the “Evaluation Criteria” section by typing right into the document using Microsoft Word. Firms may also prepare responses and any requested ancillary forms using other means but following the same order as presented herein. Submit eight (8) total copies of your response. In addition, provide two (2) CDs with files in the following format: 1. Microsoft Word format required for the response except where spreadsheets and scanned documents have to be included; 2. Spreadsheets required in Microsoft Excel format; and 3. Scanned documents provided in PDF format. Send all requested materials to: Broward County Purchasing Division 115 South Andrews Avenue, Room 212 Fort Lauderdale, FL 33301 RE: RFP Number: R0709201P1 The Purchasing Division must receive submittals no later than 5:00 PM Monday July 6th. Purchasing will not accept electronically transmitted, late, or misdirected submittals. If fewer than three interested firms respond to this solicitation, the Director of Purchasing will extend the deadline for submittal by up to four (4) weeks. Submittals will only be opened following the final submittal due date.

For Additional Project Information Contact:
Project Manager: Mary O’Donnell, Assistant Director, Accounting Division Phone: 954-357-7141 Email: modonnell@broward.org

Evaluation Process
An Evaluation Committee (“EC”) has been appointed by the Director, Broward County Purchasing Division consisting of the following: • • • Director, Finance & Administrative Services Department, Accounting Division Director, Finance & Administrative Services Department, Risk Management Deputy CFO, Finance & Administrative Services Department

This EC will be responsible for recommending the most qualified firm with whom to begin negotiation of an Agreement for this project. It is anticipated, but not required, that the process for the procurement of this project proceeds in the following manner:

Review of Written Submittals
The basis for award and evaluation criteria section lists the factors that will be used by the EC to prepare an analysis and summary of each firm’s capability. This analysis is a tool that will be used by the EC in making its decision. County staff and/or the EC have the right to inspect the facilities and organization of any respondent, to make inquiries, to conduct financial audits, to ask for further information, or to take any other action necessary to determine ability to perform in accordance with the RFP and a subsequent Agreement. The EC shall have the right to extend the date for the receipt of responses and all other dates set forth in this RFP by Addendum. Page 3 of 3

RFP Number: R0709201P1 RFP Name: Actuarial Services

Technical Staff Participation
Technical staff will have only such authority as may be delegated by the EC or the Director of Purchasing. Without such delegated authority, technical staff serves purely in an information gathering capacity. The EC may delegate authority to the staff to negotiate contractual terms and conditions with the selected Vendor, and those negotiations are subject to Florida’s Sunshine Law.

Cone of Silence
At the time of first scheduled meeting of the Evaluation Committee (which is typically the Shortlisting meeting) in this RFP process, a Cone of Silence will be imposed. Section 1-266, Broward County Code of Ordinances, provides that after Short listing, potential vendors and their representatives are substantially restricted from communicating regarding this RFP with any county commissioner or commissioner’s staff, the county administrator, deputy and assistants to the county administrator and their respective support staff, or any person appointed by the county commission to evaluate or recommend Evaluation in this RFP process. After the application of the Cone of Silence, inquiries regarding this RFP should be directed to the Director of Purchasing or designee. Section 21.87.e, Broward County Administrative Code, provides that if after the time for submissions has expired, there are three or less responsive prospective vendors, the Cone of Silence will be applied at the time of the notification of the first scheduled meeting of the Evaluation Committee. If this is the case, prospective vendors will receive notification of the application of the Cone of Silence at the time of notification of the Short listing meeting. The Cone of Silence terminates when the County Commission or other awarding authority takes action which ends the solicitation.

Public Art and Design Program
Unchecked boxes do not apply to this solicitation. Broward County has adopted Ordinance #95-20 establishing a Public Art and Design Program. It is the intent of Broward County to integrate art, when applicable, into capital projects and integrate artists’ design concepts into this improvement project. The architect/engineer may be required to collaborate with the artist(s) on design development within the scope of this request. Artist(s) shall be selected by Broward County through an independent process. (For additional information contact Mary Becht at (954) 357-7456).

Negotiation and Award
The Purchasing Negotiator, assisted by County staff, will attempt to negotiate a contract with the first ranked firm. If an impasse occurs, the County ceases negotiation with the firm and begins negotiations with the next-ranked firm. The final negotiated contract will be forwarded by the Purchasing Negotiator to the Evaluation Committee for approval, if required by the committee, or to the awarding authority for approval.

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RFP Number: R0709201P1 RFP Name: Actuarial Services

Posting of Solicitation and Proposed Contract Awards
The Broward County Purchasing Division's website is the official location for the County's posting of all solicitations and contract award results. It is the obligation of each vendor to monitor the website in order to obtain complete and timely information. The website is located at http://www.broward.org/purchasing/currentsolicitations_rfp.htm

Vendor Protest
Sections 21.118 and 21.119 of the Broward County Procurement Code set forth procedural requirements that apply if a vendor intends to protest a solicitation or proposed award of a contract and state in part the following: (a) Any protest concerning the bid or other solicitation specifications or requirements must be made and received by the County within seven (7) business days from the posting of the solicitation or addendum on the Purchasing Division’s website. Such protest must be made in writing to the Purchasing Director. Failure to timely protest bid specifications or requirements is a waiver of the ability to protest the specifications or requirements. (b) Any protest concerning a solicitation or proposed award above the award authority of the Purchasing Director, after the bid opening, shall be submitted in writing and received by the County within five (5) business days from the posting of the recommendation of award on the Purchasing Division's website. (c) Any actual or prospective bidder or offeror who has a substantial interest in and is aggrieved in connection with the proposed award of a contract which does not exceed the amount of the award authority of the Director of Purchasing, may protest to the Director of Purchasing. The protest shall be submitted in writing and received within three (3) business days from the posting of the recommendation of award on the Purchasing Division's website. (d) For purposes of this section, a business day is defined as Monday through Friday between 8:30 a.m. and 5:00 p.m. Failure to timely file a protest within the time prescribed for a solicitation or proposed contract award shall be a waiver of the vendor's right to protest. (e) Protests arising from the decisions and votes of a Evaluation Committee or Evaluation Committee shall be limited to protests based upon the alleged deviations from established Committee procedures set forth in the Broward County Procurement Code and existing written Guidelines. Any allegations of misconduct or misrepresentation on the part of a competing vendor shall not be considered a protest.

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RFP Number: R0709201P1 RFP Name: Actuarial Services

(f) As a condition of initiating any RFP protest, the protestor shall present the Director of Purchasing a nonrefundable filing fee. The filing fee shall be based upon the estimated contract amount. For purposes of the protest, the estimated contract amount shall be the contract bid amount submitted by the protestor. If no contract bid amount was submitted, the estimated contract amount shall be the County’s estimated contract price for the project. The County may accept cash, money order, certified check, or cashier’s check, payable to Broward County Board of Commissioners. The filing fees are as follows: Estimated Contract Amount $ 30,000 - $250,000 $250,001 - $500,000 $500,001 - $5 million Over $ 5 million Filing Fee $ 500 $1,000 $3,000 $5,000

Rejection of Responses
The SC may recommend to the Director of Purchasing the rejection of all responses to this solicitation.

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RFP Number: R0709201P1 RFP Name: Actuarial Services ***NOTICE TO PROPOSERS*** Proposers are invited to pay strict attention to the following requirements of this RFP. The information being requested in this section is going to be used by the Evaluation Committee during the Evaluation/evaluation process and further consideration for contract award. Definition of Responsiveness in accordance with Broward County Procurement Code Section 21.8.66: Responsive Bidder means a person who has submitted a bid which conforms in all material respects to a solicitation. A bid or proposal of a Responsive Bidder must be submitted on the required forms, which contain all required information, signatures, notarizations, insurance, bonding, security, or other mandated requirements required by the bid documents to be submitted at the time of bid opening. RESPONSIVENESS CRITERIA Failure to provide the information required by Item 1 below, at the time of submittal opening may result in a recommendation of non-responsive by the Director of Purchasing. The Evaluation Committee will determine whether the firm is responsive to the requirements specified herein. The County reserves the right to waive minor technicalities or irregularities as is in the best interest of the County in accordance with Section 21.30.f.1(c) of the Broward County Procurement Code. 1. Small Business Development Division Program – (See Small Business Development Division Program requirements below). Small Business Development Division Program Requirements The Broward County Business Opportunity Act of 2004 (Act), Broward County Ordinance 2004-07, and the Broward County Community Disadvantaged Business Enterprise Act of 2007, Broward County Ordinance 2007-32, (collectively referred to as the “Act”) establish the County’s policies for participation by small business enterprises, community disadvantaged business enterprises, and federal disadvantaged business enterprises in all County contracts and in other selected activities. In accordance with the Act, participation for this contract is as follows: Reserved for the Sheltered Market. The County has designated this project as a reserved contract for certified Broward county Small Business Enterprises only. Under this Program, the County will only award contracts to vendors that the Small Business Development Division has verified as Broward County Small Business Enterprises (SBE) prior to notification of award. Supply your firm’s Broward County SBE certificate of application number in your submittal. If your firm is not certified, contact the Small Business Development Division at 954-357-6400 or through the website at http//:www.broward.org/smallbusiness/smbusiness.htm.

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RFP Number: R0709201P1 RFP Name: Actuarial Services

SCOPE OF WORK
The County reserves the option to negotiate with the selected consultant additional services. A description of each of the plans to be reviewed follows. A single report can be provided divided into the two sections for each of the plans. The report should update previous reports and estimate the ultimate incurred loss (including allocated loss adjustment expense and incurred but not reported claims) resulting from occurrences since the inception of the various programs. 1. Broward County Self Insurance Plan The review will include a reserve analysis as of the end of each Fiscal year, as well as a funding and cash flow analysis for the following two fiscal years. Coverage includes workers compensation, Mass Transit liabilities, general liability, medical professional liability, and auto liability. As of September 30, 2008 the discounted reserve requirement was $59.4 million. The principal County contact is Karen Barrett, Administrative Manager, Risk Management Division. 2. Broward County Sheriff’s Office (BSO) Self Insurance Program The review will include a reserve analysis as of the end of each Fiscal year, as well as a funding and cash flow analysis for the following two fiscal years. Coverage includes law enforcement liability and auto liability. The law enforcement liability includes claims arising from professional liability, general liability, medical malpractice, and public official's liability. BSO workers compensation coverage is included in the Broward County Self Insurance Plan. As of September 30, 2008 the discounted reserve requirement was $25.1 million. The principal BSO contacts are William MacDonald, Director of Finance, and Victor Marrero, Director of BSO Risk Management Division.

BASIS FOR AWARD AND EVALUATION CRITERIA THE EVALUATION PROCESS IS DESIGNED TO AWARD A PURCHASE ORDER IN ACCORDANCE WITH
THE CONTRACT TERMS AND CONDITIONS TO THE PROPOSER WHOSE PROPOSAL IS JUDGED THROUGH THE EVALUATION PROCESS TO BE IN THE BEST INTEREST OF THE COUNTY. SCORES ARE BASED ON THE EVALUATION OF THE PROPOSER’S RESPONSES TO THIS REQUEST FOR PROPOSAL. PROPOSALS WILL FIRST BE REVIEWED TO DETERMINE COMPLIANCE WITH THE PROPOSAL REQUIREMENTS AS SPECIFIED IN THIS REQUEST. ONLY PROPOSALS MEETING THE PROPOSERS ARE ASKED TO MINIMUM REQUIREMENTS WILL BE EVALUATED FURTHER. CAREFULLY READ THE REQUEST AND TO RESPOND DIRECTLY TO EVERY REQUEST FOR INFORMATION IN THE MANNER REQUESTED. SCORING OF PROPOSAL IS AS FOLLOWS WITH PERCENT MEANING THE PERCENT OF THE TOTAL POINTS AWARDED IN THE SCORING OF THE PROPOSAL. PROPOSAL WILL BE EVALUATED IN THE FOLLOWING CATEGORIES WITH A POSSIBLE 100 POINTS IN THE RATING SCORE.

THE

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RFP Number: R0709201P1 RFP Name: Actuarial Services

EVALUATION OF CRITERIA EVALUATION CRITERIA TOPIC I. II. III. I. PRICE QUALIFICATIONS AND EXPERIENCE TECHNICAL CAPABILITY AND APPROACH POINTS 40 PTS 30 PTS 30 PTS

PRICE: (40 PTS) TOTAL POINTS AWARDED FOR PRICE WILL BE DETERMINED BY APPLYING THE FOLLOWING FORMULA: LOWEST PROPOSED PRICE PROPOSER’S PRICE X 40 POINTS POSSIBLE = PRICE SCORE

(COMPLETE PRICE SHEET (ATTACHMENT A) AND RETURN WITH THE PROPOSAL SUBMITTAL.) II. QUALIFICATIONS AND EXPERIENCE: (30 PTS) A. QUALIFICATIONS AND EXPERIENCE OF THE COMPANY
• • •

Demonstration of a methodology and tool set successfully used to complete similar assessments at other organizations. Familiarity with Florida State Laws and acceptable accounting practices. Demonstration of experience with agencies that self-insure workers’ compensation programs that include law enforcement employees.

B. C. D. III.

MANAGEMENT CAPABILITIES REFERENCES (NOT SCORED, USED FOR VERIFICATION) SUBCONTRACTORS, IF APPLICABLE.

TECHNICAL CAPABILITY AND APPROACH (30 PTS) A. UNDERSTANDING REQUIREMENTS, SCOPE OF WORK AND DELIVERABLES DEMONSTRATION OF: 1. AN UNDERSTANDING OF THE WORK TO BE PERFORMED AND THE RESULTS TO BE ACHIEVED. 2. AN UNDERSTANDING OF THE DELIVERABLES TO BE PRODUCED.
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RFP Number: R0709201P1 RFP Name: Actuarial Services

3. AVAILABILITY THE WORK.

OF METHODS AND TOOLS THAT WILL BE USED TO ACCOMPLISH

4. SAMPLE DELIVERABLES FROM OTHER CONTRACTS. B. DETAILED WORK PLAN AND SCHEDULE DEMONSTRATION OF: 1. TASKS
AND TIME FRAMES DETAILING THE APPROACH THAT WILL BE USED TO ENSURE SUCCESSFUL COMPLETION OF THE WORK REQUIRED BY THE SCOPE OF WORK.

2. RESOURCE REQUIREMENTS OF NUMBER OF STAFF DEFINED. 3. PROPOSED METHODOLOGY TO ACCOMPLISH THE SCOPE OF WORK. 4. PROPOSED WARRANTY REGARDING THE SECURITY OF DATA.
Responses to this RFP must include the following information along with all attachments: Subcontractors If there is intent to use subcontractors, headed by the primary consultant who will be responsible for the entire engagement a guarantee of performance of all subcontractors is required. If subcontractors are proposed, the response should include all information on every subcontractor, including management, experience, references and expertise. Prior to the initiation of the project, any subcontractor should be approved by Broward County.

Evaluation Criteria
With regard to these criteria, the County reserves the right to obtain additional information from interested firms.

Evaluation Criteria – Project-Specific Criteria
1. Description of the office that will be responsible for this work. 2. Identification and qualifications of the consultants that will perform the service. Include their resumes and identify the primary contact person.

Provide answers below or reference to a page number in the proposal where the answer is found

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RFP Number: R0709201P1 RFP Name: Actuarial Services 3. Provide in your response your understanding of the work to be performed and the results to be achieved. 4. Discuss the detailed approach that will be used to ensure successful completion of the effort required by the scope of work. 5. Itemize and describe the work to be done and the deliverables to be produced. 6. Discuss the methods and tools that will be used to accomplish the work. 7. Description of the firm’s actuarial experience. 8. Provide a list of up to 3 references for which similar engagements have been completed. This list should provide the name, title, telephone number and address of an appropriate person to be contacted. All of the references should be from a local government for which the contractor has performed similar services. 9. A commitment to delivery of the reports in the time frame described. 10. Proposed annual fees for the three year term for review of the county self insurance plan and the Broward County Sheriff’s Office (BSO) self insurance program. Price shall be inclusive of any travel or other incidental expenses. Prices should include all costs to be charged to the purchase order. Prices should be itemized for each of the scope of work items, leading to a fixed fee price. (see attachment “A”).

Evaluation Criteria – Company Profile
1. Supply legal firm name, headquarters address, local office addresses, state of incorporation, and key firm contact names with their phone numbers and e-mail addresses. 2. Supply the interested firm’s federal ID number and Dun and Bradstreet number.

Provide answers below or reference to a page number in the proposal where the answer is found

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RFP Number: R0709201P1 RFP Name: Actuarial Services 3. Is the interested firm legally authorized, pursuant to the requirements of the Florida Statutes, to do business in the State of Florida? 4. All firms are required to permit Broward County to inspect and examine their financial statements in order to demonstrate their financial capabilities. Each firm shall submit their most recent two (2) years of financial statements for review. If a firm is privately held and asserts that its financial statements are confidential trade secret information, the firm shall still make its financial statements which it asserts are confidential, available in Broward County, Florida, for inspection and examination by the appropriate County staff prior to evaluation rating. The financial statements are not required to be audited financial statements. An element of responsibility for purposes of disclosing the financial statements required by this RFP is that the firm act in good faith in making its disclosure. Therefore, with respect to the number of years of financial statements required by this RFP, the firm must fully disclose the information for all years available; provided, however, that if the firm has been in business for less than the required number of years, then the firm must disclose for all years of the required period that the firm has been in business, including any partial year-to-date financial statements. The County may consider the unavailability of the most recent year’s financial statements in its evaluation. 5. List and describe all bankruptcy petitions (voluntary or involuntary) which have been filed by or against the interested firm, its parent or subsidiaries, predecessor organization(s), or any wholly-owned subsidiary during the past three (3) years. Include in the description the disposition of each such petition. 6. List all business related claims, arbitrations, administrative hearings, and lawsuits that are pending or were filed during the last three (3) years brought by or against the firm, its predecessor organization(s), or any whollyowned subsidiary including but not limited to those claims, arbitrations, administrative hearings and lawsuits that allege negligence, Page 12 of 12

RFP Number: R0709201P1 RFP Name: Actuarial Services error, or omission, or default, termination, suspension, failure to perform, or improper performance of an obligation of a contract or a legal duty related to a contract. The list should include all case names; case, arbitration, or hearing identification numbers; identification of the project involved in the dispute; a description of the subject matter of the dispute; and the final outcome or current status if the matter has not become final. 7. List and describe all criminal proceedings or hearings concerning business related offenses in which the interested firm, its principals, officers, predecessor organization(s), or wholly owned subsidiaries were defendants. 8. Has the interested firm, its principals, officers, or predecessor organization(s) been debarred or suspended from bidding by any government during the last five (5) years? If yes, provide details. 9. Has your company ever failed to complete any work awarded to you? If so, where and why? 10. Has your company ever been terminated from a contract? If so, where and why? 11. Insurance Requirements: Attached is a sample Certificate of Insurance. It reflects the insurance requirements deemed necessary for this project. It is not necessary to have this level of insurance in effect at the time of submittal but it is necessary to submit certificates indicating that the firm currently carries the insurance or to submit a letter from the carrier indicating upgrade availability.

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RFP Number: R0709201P1 RFP Name: Actuarial Services

Evaluation Criteria – Legal Requirements
1. Standard Agreement Language: A library of standard agreement terms and conditions resides at http://www.broward.org/purchasing/bids/stdco ntreq.pdf If you do not have computer access to the Internet, call the Project Manager for this RFP to arrange for mailing, pick up, or facsimile transmission. Identify any standard terms and conditions with which the interested firm cannot agree. 2. Cone of Silence: This County’s ordinance prohibits certain communications among vendors, county staff, and Evaluation committee members. Identify any violations of this ordinance by any members of the responding firm or its joint ventures. 3. Public Entity Crimes Statement: A person or affiliate who has been placed on the convicted vendor list following a conviction for a public entity crime may not submit an offer to perform work as a consultant or contract with a public entity, and may not transact business with Broward County for a period of 36 months from the date of being placed on the convicted vendor list. Submit a statement fully describing any violations of this statute by members of the interested firm or its joint ventures. No Contingency Fees: By responding to this solicitation, each firm warrants that it has not and will not pay a contingency fee to any company or person, other than a bona fide employee working solely for the firm, to secure an agreement pursuant to this solicitation. For Breach or violation of this provision, County shall have the right to reject the firm’s response or terminate any agreement awarded without liability at its discretion, or to deduct from the agreement price or otherwise recover the full amount of such fee, commission, percentage, gift, or consideration.

Provide answers below or reference to a page number in the proposal where the answer is found

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RFP Number: R0709201P1 RFP Name: Actuarial Services 4. Submit an attesting statement warranting that the Responder has not and will not pay a contingency fee to any company or person, other than a bona fide employee working solely for the firm, to secure an agreement pursuant to this solicitation. 5.
IF THIS BOX IS CHECKED, THEN THE PROVISIONS OF THE BROWARD COUNTY LIVING WAGE ORDINANCE 2008-45, AS AMENDED, (“LIVING WAGE ORDINANCE”) WILL APPLY TO THIS AGREEMENT. IN ACCORDANCE WITH THE LIVING WAGE ORDINANCE, CERTAIN EMPLOYERS WHO DO BUSINESS WITH THE COUNTY SHALL PAY A LIVING WAGE TO ITS EMPLOYEES WHO WORK ON SERVICE CONTRACTS PROVIDING COVERED SERVICES IDENTIFIED UNDER THE LIVING WAGE ORDINANCE. COVERED EMPLOYERS WITH COUNTY SERVICE CONTRACTS THAT EXCEED $100,000 PER YEAR AND PROVIDE THESE SERVICES MUST PAY AT LEAST THE RATES STIPULATED AND AS ADJUSTED ANNUALLY. IN ACCORDANCE WITH THE LIVING WAGE ORDINANCE, THE BIDDER AGREES TO PAY THE MINIMUM HOURLY WAGE RATES, AS ADJUSTED, TO EMPLOYEES COVERED BY THE LIVING WAGE ORDINANCE, THERE WILL BE NO INCREASE IN CONTRACT PRICES PAID BY BROWARD COUNTY TO THE BIDDER DUE TO ANY INCREASE IN WAGES REQUIRED TO BE PAID TO EMPLOYEES COVERED BY THE LIVING WAGE ORDINANCE. EXPLANATION OF LIVING WAGE ORDINANCE CONTRACT REQUIREMENTS IS INCLUDED IN ATTACHMENT

“__”. (IF LIVING WAGE APPLIES, CHECK THIS STATEMENT
AND INCLUDE THE LIVING WAGE ATTACHMENT TO THE RFP SOLICITATION – IF LIVING WAGE DOES NOT APPLY, DO NOT CHECK THIS STATEMENT AND DO NOT INCLUDE THE LIVING WAGE ATTACHMENT.)

6. Location in Broward County: Provide the interested firm’s business address in Broward County, telephone numbers, email address, and evidence of a Broward County Local Business Tax Receipt. Failure to provide proof of a Broward County location will adversely impact application of a tie breaker criteria for your company during Shortlisting and/or Ranking.

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RFP Number: R0709201P1 RFP Name: Actuarial Services 7. Domestic Partnership Preference: Describe the responder’s existing domestic partner benefits program. If your firm certifies that its employee benefits policies are in compliance with Broward County Ordinance #1999-03, as amended by Broward County Ordinance #1999-18, please complete the attached Certification of Vendors Providing Benefits for Domestic Partners. Failure to provide a notarized certification form in your proposal will adversely impact application of a tie breaker criteria for your company during Shortlisting and/or Ranking. 8. Drug Free Workplace: Describe any existing drug-free workplace programs as defined in Section 287.087, Florida Statutes, as amended. Provide a copy of your drug free workplace policy in your proposal. Failure to provide proof of a drug free workplace policy will adversely impact application of a tie breaker criteria for your company during Shortlisting and/or Ranking. 9. Type of Firm: Provide a statement attesting to whether the firm is a supplier/distributor or a manufacturer of the offered solution.

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RFP Number: R0709201P1 RFP Name: Actuarial Services

ATTACHMENT A PRICE SHEET PRICE: (40 PTS) TOTAL POINTS AWARDED FOR PRICE WILL BE DETERMINED BY APPLYING THE FOLLOWING FORMULA: LOWEST PROPOSED PRICE PROPOSER’S PRICE
Price for Year 1: Scope of Work Item # 1 Scope of Work Item # 2 Total Fixed Fee Price for Year 1 Price for Year 2: Scope of Work Item # 1 Scope of Work Item # 2 Total Fixed Fee Price for Year 2 Price for Year 3: Scope of Work Item # 1 Scope of Work Item # 2 Total Fixed Fee Price for Year 3 $ $ $ $ $ $ $ $ $

X 40 POINTS POSSIBLE = PRICE SCORE

Total for 3 years

$ ____________________

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RFP Number: R0709201P1 RFP Name: Actuarial Services

INSURANCE REQUIREMENTS
The Insurance Requirements contained in this request for proposal represent the minimum protection necessary for the County as determined by the Risk Management Division. Further modifications of the requirements may be made at the sole discretion of the Risk Management Division if circumstances change or other adequate protection of the County is presented. No award will be recommended until a written determination is made by Risk Management Division that the County is adequately protected. The successful contractor shall be required to provide proper insurance to the Purchasing Division prior to award by the Purchasing Director or recommendation of award to the Board of County Commissioners, whichever is applicable.

Without limiting any of the other obligations or liabilities of CONTRACTOR, CONTRACTOR shall provide, pay for, and maintain in force until all of its work to be performed under this Contract has been completed and accepted by the COUNTY (or for such duration as is otherwise specified hereinafter), the insurance coverage set forth in this Section.

•

Workers' Compensation Insurance to apply for all employees in compliance with the "Workers Compensation Law" of the State of Florida and all applicable Federal laws. In addition, the policy(s) must include:

Employers' Liability with minimum limits of One Hundred Thousand Dollars ($100,000.00) each accident. Notice of Cancellation and/or Restriction -- The policy(s) must be endorsed to provide Broward County with thirty (30) days notice of cancellation and/or restriction. If any operations are to be undertaken on or about navigable waters, coverage must be included for the U.S. Longshoremen and Harbor Workers Act and Jones Act.

•

Professional Liability with minimum limits of Five Hundred Thousand Dollars ($500,000.00) per claim with a maximum deductible of Ten Thousand Dollars ($10,000.00).

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RFP Number: R0709201P1 RFP Name: Actuarial Services

•

Comprehensive General Liability with minimum limits of Five Hundred Thousand Dollars ($500,000.00) per occurrence combined single limit for Bodily Injury Liability and Property Damage Liability. Coverage must be afforded on a form no more restrictive than the latest edition of the Comprehensive General Liability policy, without restrictive endorsements, as filed by the Insurance Services Office and must include: Premises and/or Operations. Independent Contractors. Products and/or Completed Operations.

INSURANCE REQUIREMENTS: (Continued)
Explosion, Collapse and Underground Coverage. Broad Form Property Damage. Broad Form Contractual Coverage applicable to this specific Contract, including any hold harmless and/or indemnification agreement. Personal Injury Coverage with Employee and Contractual Exclusions removed with minimum limits of coverage equal to those/required for Bodily Injury Liability and Property Damage Liability. COUNTY is to be included as an "Additional Insured" in the name of "Broward County Board of Commissioners" with respect to liability arising out of operations performed for COUNTY in connection with general supervision of such operation. Notice of Cancellation and/or Restriction -- The policy(s) must be endorsed to provide Broward County with thirty (30) days notice of cancellation and/or restriction.

•

Comprehensive General Liability with minimum limits of Five Hundred Thousand Dollars ($500,000.00) per occurrence combined single limit for Bodily Injury Liability and Property Damage Liability. Coverage must be afforded on a form no more restrictive than the latest edition of the Comprehensive General Liability policy, without restrictive endorsements, as filed by the Insurance Services Office and must include: Premises and/or Operations. Independent Contractors.

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RFP Number: R0709201P1 RFP Name: Actuarial Services Products and/or Completed Operations. Explosion, Collapse and Underground Coverage. Broad Form Property Damage. Broad Form Contractual Coverage applicable to this specific Contract, including any hold harmless and/or indemnification agreement. Personal Injury Coverage with Employee and Contractual Exclusions removed with minimum limits of coverage equal to those/required for Bodily Injury Liability and Property Damage Liability.

INSURANCE REQUIREMENTS: (Continued)
COUNTY is to be included as an "Additional Insured" in the name of "Broward County Board of Commissioners" with respect to liability arising out of operations performed for COUNTY in connection with general supervision of such operation. Notice of Cancellation and/or Restriction -- The policy(s) must he endorsed to provide Broward County with thirty (30) days notice of cancellation and/or restriction.

The CONSULTANT shall provide to the COUNTY Certificates of Insurance evidencing the insurance coverage specified above. The Contractor should provide these Certificates within fifteen (15) days after request by the County's Purchasing Agent. The required Certificates of Insurance shall not only name the types of policies provided, but also shall refer specifically to this Contract and section and the above paragraphs in accordance is as required by such paragraphs of this Contract. If the initial insurance expires prior to the completion of the work, renewal Certificates of Insurance shall be furnished thirty (30) days prior to the date of their expiration. Certificates of insurance shall be provided unless any of this coverage is, for just cause, inapplicable, and upon specific request by the vendor are excepted by written determination of risk management and approved by the Purchasing Director. If an exception is requested, the proposer should indicate in the appropriate area on the proposal sheet any such request including reason(s) thereto for exemption from insurance requirements as specified in this section of this Request for Proposal.

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RFP Number: R0709201P1 RFP Name: Actuarial Services

EXHIBIT A

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RFP Number: R0709201P1 RFP Name: Actuarial Services
CERTIFICATION OF VENDORS PROVIDING BENEFITS FOR DOMESTIC PARTNERS THE UNDERSIGNED VENDOR HEREBY CERTIFIES THAT ITS EMPLOYEE BENEFITS POLICIES ARE IN COMPLIANCE COUNTY ORDINANCE #1999-03, AS AMENDED BY BROWARD COUNTY ORDINANCE #1999-18, AS FOLLOWS: A.
WITH

BROWARD

B.

VENDOR=S EMPLOYEE BENEFITS PROGRAM INCLUDES THE FOLLOWING MINIMUM STANDARDS: 1. Any vendor=s employee who is a party to a domestic partnership relationship is entitled to elect insurance coverage for his or her domestic partner or a dependent of such domestic partner on the same basis in which any other vendor=s employee may elect insurance coverage for his or her spouse or dependents. A vendor=s employee=s right to elect insurance coverage for his or her domestic partner, or the partner=s dependent, extends to all forms of insurance provided by the vendor to the spouses and dependents of vendor=s employees. 2. Any vendor=s employee who is a party to a domestic partnership relationship is entitled to use all forms of leave provided by the vendor including, but not limited to sick leave and annual leave to care for his or her domestic partner or the dependent of the domestic partner as applicable. 3. All other benefits available to the spouses and dependents of vendor=s employees are made available on the same basis to the domestic partner, or dependent of such domestic partner, of a vendor=s employee who is party to a domestic partnership relationship. 4. It is within the vendor=s discretion as to what benefits are provided to its employees and whether vendor=s employees who are party to a domestic partnership relationship must be registered in accordance with Broward County Ordinance No. 1999-03, as amended, in order to be eligible for access to employee benefits. The vendor=s domestic partnership eligibility criteria are substantially equivalent to the following: 1. EACH DOMESTIC PARTNER IS AT LEAST 18 YEARS OLD AND COMPETENT TO CONTRACT. 2. NEITHER DOMESTIC PARTNER IS MARRIED NOR A PARTNER TO ANOTHER DOMESTIC PARTNERSHIP RELATIONSHIP. 3. THE DOMESTIC PARTNERS ARE NOT RELATED BY BLOOD. 4. CONSENT OF EITHER DOMESTIC PARTNER TO THE DOMESTIC PARTNERSHIP RELATIONSHIP HAS NOT BEEN OBTAINED BY FORCE, DURESS, OR FRAUD. 5. EACH DOMESTIC PARTNER AGREES TO BE JOINTLY RESPONSIBLE FOR EACH OTHER=S BASIC FOOD AND SHELTER. __________________________________ (VENDOR SIGNATURE) ________________________________ (PRINT VENDOR NAME)

STATE OF _________________________ COUNTY OF _______________________ THE FOREGOING INSTRUMENT WAS ACKNOWLEDGED BEFORE ME THIS _____ DAY OF ____________, ___________________ BY_____________________________________________________________________ AS _______________________________(NAME OF PERSON WHOSE SIGNATURE IS BEING NOTARIZED) (TITLE) OF ______________________________________________________________________, KNOWN TO ME TO BE THE PERSON DESCRIBED (NAME OF CORPORATION/ENTITY) HEREIN, OR WHO PRODUCED ______________________________________________ AS IDENTIFICATION, AND WHO DID/DID NOT TAKE AN OATH. (TYPE OF IDENTIFICATION) NOTARY PUBLIC: ___________________________________ (SIGNATURE) ___________________________________ (PRINT NAME)

State of ____________ at Large

(SEAL)

My commission Expires:_____________________ Page 22 of 22


								
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