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Agenda 06/22/2021 Item #16E2 (Agreement #19-7581 Assumption Agreement w/Willis Towers Watson Midwest, Inc.)06/22/2021 EXECUTIVE SUMMARY Recommendation to approve an Assumption Agreement assigning all rights, duties and benefits, and obligations to Willis Towers Watson Midwest, Inc. for Agreement # 19-7581 “Group Insurance Brokerage and Actuarial Services.” OBJECTIVE: To approve an Assumption Agreement with Willis Towers Watson Midwest, Inc., concerning Agreement # 19-7581, “Group Insurance Brokerage and Actuarial Services,” allowing for the continued provision of services under that Agreement. CONSIDERATIONS: On December 10, 2019 (Agenda Item No. 16.E.9), the County entered into Agreement # 19-7581, “Group Insurance Brokerage and Actuarial Services,” with Willis of Wisconsin, Inc., to provide group insurance brokerage, consulting, and actuarial services in support of the County’s group insurance program. Willis Towers Watson Midwest, Inc. (“WTW”) represents and warrants to the County that through a merger with Willis of Wisconsin, Inc., WTW is now the successor in interest to Agreement # 19-7581 with the County. Staff obtained documentation of the acquisition, along with other necessary business documents from WTW, which have been reviewed and accepted by the County Attorney’s Office. Staff is recommending approval of the attached Assumption Agreement with Willis Towers Watson Midwest, Inc., assigning all rights, duties, benefits, and obligations under Agreement # 19-7581. FISCAL IMPACT: There is no fiscal impact. GROWTH MANAGEMENT IMPACT: There is no Growth Management Impact associated with this Executive Summary. LEGAL CONSIDERATIONS: This item is approved as to form and legality and requires majority vote for Board approval. -SRT RECOMMENDATION: To approve an Assumption Agreement assigning all rights, duties and benefits and obligations to Willis Towers Watson Midwest, Inc. under Agreement # 19-7581, “Group Insurance Brokerage and Actuarial Services,” and authorize the Chair to sign the attached Agreement. Prepared by: Priscilla Doria, Procurement Strategist, Procurement Services Division ATTACHMENT(S) 1. 19-7581_Assumption Agreement_CAO-VendorSigned (PDF) 16.E.2 Packet Pg. 2597 06/22/2021 COLLIER COUNTY Board of County Commissioners Item Number: 16.E.2 Doc ID: 16032 Item Summary: Recommendation to approve an Assumption Agreement assigning all rights, duties and benefits, and obligations to Willis Towers Watson Midwest, Inc. for Agreement # 19-7581 “Group Insurance Brokerage and Actuarial Services.” Meeting Date: 06/22/2021 Prepared by: Title: – Procurement Services Name: Priscilla Doria 05/24/2021 3:24 PM Submitted by: Title: Manager - Procurement – Procurement Services Name: Sandra Herrera 05/24/2021 3:24 PM Approved By: Review: Procurement Services Caroline Blevins Level 1 Purchasing Gatekeeper Completed 05/26/2021 12:51 PM Procurement Services Sandra Herrera Director Review Completed 05/26/2021 2:18 PM Procurement Services Sue Zimmerman Additional Reviewer Completed 05/26/2021 5:44 PM Agenda Clerk Preview Michael Cox Agenda Clerk Preview Completed 05/27/2021 4:52 PM County Attorney's Office Scott Teach Level 2 Attorney Review Completed 06/01/2021 10:13 AM County Attorney's Office Jeffrey A. Klatzkow Level 3 County Attorney's Office Review Completed 06/01/2021 10:28 AM Office of Management and Budget Debra Windsor Level 3 OMB Gatekeeper Review Completed 06/01/2021 10:30 AM Budget and Management Office Ed Finn Additional Reviewer Completed 06/13/2021 7:06 PM County Manager's Office Sean Callahan Level 4 County Manager Review Completed 06/13/2021 8:24 PM Board of County Commissioners Geoffrey Willig Meeting Pending 06/22/2021 9:00 AM 16.E.2 Packet Pg. 2598 16.E.2.a Packet Pg. 2599 Attachment: 19-7581_Assumption Agreement_CAO-VendorSigned (16032 : 19-7581 Assumption Agreement with Willis Towers Watson Midwest, Except as provided herein, all other terms and conditions of the Agreement remain in full force and effect. 6. IN WITNESS WHEREOF, the undersigned have executed and delivered this Assumption Agreement effective as of the date first above written. Willis Towej^-Watson Midwest, Inc.Contractor's Witnesses: By: SignalWitness Signature . /\ Print/Type witness name t_Tlh l-T APrint/Type Name ' / Mtckik, md~d ■ ✓y Of 1/Title Print/Type witness name BOARD OF COUNTY COMMISSIONERS COLLIER COUNTY, FLORIDA ATTEST: Crystal K. Kinzel, Clerk of Courts & Comptroller By: PENNY TAYLOR, ChairBy: , Deputy Clerk Approved as to form and legality: Print Name/Title Page 2 of 2 Assumption Agreement to Agreement #19-7581 16.E.2.a Packet Pg. 2600 Attachment: 19-7581_Assumption Agreement_CAO-VendorSigned (16032 : 19-7581 Assumption Agreement with Willis Towers Watson Midwest, 16.E.2.aPacket Pg. 2601Attachment: 19-7581_Assumption Agreement_CAO-VendorSigned (16032 : 19-7581 Assumption Agreement with Willis Towers Watson Midwest, 16.E.2.aPacket Pg. 2602Attachment: 19-7581_Assumption Agreement_CAO-VendorSigned (16032 : 19-7581 Assumption Agreement with Willis Towers Watson Midwest, 16.E.2.aPacket Pg. 2603Attachment: 19-7581_Assumption Agreement_CAO-VendorSigned (16032 : 19-7581 Assumption Agreement with Willis Towers Watson Midwest, 16.E.2.aPacket Pg. 2604Attachment: 19-7581_Assumption Agreement_CAO-VendorSigned (16032 : 19-7581 Assumption Agreement with Willis Towers Watson Midwest, 16.E.2.aPacket Pg. 2605Attachment: 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