#09-5227 (United Senior Services, LLC)
A G R E E MEN T 09-5227
for
Services for Seniors
THIS AGREEMENT, made and entered into on this 23rd day of June, 2009, by and between
United Senior Services, LLC d/b/ a Visiting Angels of Naples, authorized to do business in
the State of Florida, whose business address is 2800 Davis Boulevard, Suite 207, Naples,
Florida 34104, hereinafter called the "Vendor" and Collier County, a political subdivision of
the State of Florida, Collier County, Naples, hereinafter called the "County":
WIT N E SSE T H:
1. COMMENCEMENT. This Agreement shall commence on July 1, 2009 and shall
terminate on June 30, 2012.
2. STATEMENT OF WORK. The Contractor shall provide Services for Seniors in
accordance with the terms and conditions of ITQ #09-5227 and the Vendor's proposal
referred to herein and made an integral part of this agreement. This Agreement contains
the entire understanding between the parties and any modifications to this Agreement
shall be mutually agreed upon in writing by the Vendor and the County Contract
Manager or his designee, in compliance with the County Purchasing Policy and
Administrative Procedures in effect at the time such services are authorized.
3. COMPENSATION. The County shall pay the Vendor for the performance of this
Agreement the aggregate of the units actually ordered and furnished at the unit price,
together with the cost of any other charges/ fees submitted in the proposal as set forth
in Appendix I, Contract Rate Caps, attached hereto and made an integral part hereof.
Payment will be made upon receipt of a proper invoice and upon approval by the
Contract Manager or his designee, and in compliance with Section 218.70, Fla. Stats.,
otherwise known as the "Local Government Prompt Payment Act" .
4. SALES T AX. Vendor shall pay all sales, consumer, use and other similar taxes
associated with the Work or portions thereof, which are applicable during the
performance of the Work.
Page 1 of7
5. NOTICES. All notices from the County to the Vendor shall be deemed duly served if
mailed or faxed to the Vendor at the following Address:
United Senior Services, LLC d/b/ a Visiting Angels of Naples
2800 Davis Blvd., Suite 207
Naples, FL 34104
Attention: Andreas J. Mueller
Telephone: 239-530-1101
Facsimile: 239-530-1102
All Notices from the Vendor to the County shall be deemed duly served if mailed or
faxed to the County to:
Collier County Government Center
Purchasing Department - Purchasing Building
3301 Tamiami Trail, East
Naples, Florida 34112
Attention: Steve Carnell, Purchasing/ GS Director
Telephone: 239-252-8371
Facsimile: 239-252-6584
The Vendor and the County may change the above mailing address at any time upon
giving the other party written notification. All notices under this Agreement must be in
writing.
6. NO PARTNERSHIP. Nothing herein contained shall create or be construed as creating
a partnership between the County and the Vendor or to constitute the Vendor as an
agent of the County.
7. PERMITS: LICENSES: TAXES. In compliance with Section 218.80, F.5., all permits
necessary for the prosecution of the Work shall be obtained by the Vendor. Payment for
all such permits issued by the County shall be processed internally by the County. All
non-County permits necessary for the prosecution of the Work shall be procured and
paid for by the Vendor. The Vendor shall also be solely responsible for payment of any
and all taxes levied on the Vendor. In addition, the Vendor shall comply with all rules,
regulations and laws of Collier County, the State of Florida, or the U. S. Government
now in force or hereafter adopted. The Vendor agrees to comply with all laws
governing the responsibility of an employer with respect to persons employed by the
Vendor.
8. NO IMPROPER USE. The Vendor will not use, nor suffer or permit any person to use
in any manner whatsoever, County facilities for any improper, immoral or offensive
purpose, or for any purpose in violation of any federal, state, county or municipal
ordinance, rule, order or regulation, or of any governmental rule or regulation now in
Page 2 of7
effect or hereafter enacted or adopted. In the event of such violation by the Vendor or if
the County or its authorized representative shall deem any conduct on the part of the
Vendor to be objectionable or improper, the County shall have the right to suspend the
contract of the Vendor. Should the Vendor fail to correct any such violation, conduct, or
practice to the satisfaction of the County within twenty-four (24) hours after receiving
notice of such violation, conduct, or practice, such suspension to continue until the
violation is cured. The Vendor further agrees not to commence operation during the
suspension period until the violation has been corrected to the satisfaction of the
County.
9. TERMINATION. Should the Vendor be found to have failed to perform his services in
a manner satisfactory to the County as per this Agreement, the County may terminate
said agreement for cause; further the County may terminate this Agreement for
convenience with a thirty (30) day written notice. The County shall be sole judge of
non-performance.
10. NO DISCRIMINATION. The Vendor agrees that there shall be no discrimination as to
race, sex, color, creed or national origin.
11. INSURANCE. The Vendor shall provide insurance as follows:
A. Commercial General Liability: Coverage shall have minimum limits of $1,000,000
Per Occurrence, Combined Single Limit for Bodily Injury Liability and Property
Damage Liability. This shall include Premises and Operations; Independent
Vendors; Products and Completed Operations and Contractual Liability.
B. Business Auto Liability: Coverage shall have minimum limits of $1,000,000 Per
Occurrence, Combined Single Limit for Bodily Injury Liability and Property
Damage Liability. This shall include: Owned Vehicles, Hired and Non-Owned
Vehicles and Employee Non-Ownership.
C. Workers' Compensation: Insurance covering all employees meeting Statutory
Limits in compliance with the applicable state and federal laws.
Special Requirements: Collier County Government shall be listed as the
Certificate Holder and included as an Additional Insured on the Comprehensive
General Liability Policy.
Current, valid insurance policies meeting the requirement herein identified shall
be maintained by Vendor during the duration of this Agreement. Renewal
certificates shall be sent to the County thirty (30) days prior to any expiration date.
There shall be a thirty (30) day notification to the County in the event of
cancellation or modification of any stipulated insurance coverage.
Page 3 of7
Vendor shall insure that all subVendors comply with the same insurance
requirements that he is required to meet. The same Vendor shall provide County
with certificates of insurance meeting the required insurance provisions.
12. INDEMNIFICATION. To the maximum extent permitted by Florida law, the Vendor
shall indemnify and hold harmless Collier County, its officers and employees from any
and all liabilities, damages, losses and costs, including, but not limited to, reasonable
attorneys' fees and paralegals' fees, to the extent caused by the negligence, recklessness,
or intentionally wrongful conduct of the Vendor or anyone employed or utilized by the
Vendor in the performance of this Agreement. This indemnification obligation shall not
be construed to negate, abridge or reduce any other rights or remedies which otherwise
may be available to an indemnified party or person described in this paragraph.
This section does not pertain to any incident arising from the sole negligence of Collier
County.
13. CONTRACT ADMINISTRATION. This Agreement shall be administered on behalf
of the County by the Housing and Human Services Department.
14. CONFLICT OF INTEREST: Vendor represents that it presently has no interest and
shall acquire no interest, either direct or indirect, which would conflict in any manner
with the performance of services required hereunder. Vendor further represents that no
persons having any such interest shall be employed to perform those services.
15. COMPONENT PARTS OF THIS CONTRACT. This Contract consists of the attached
component parts, all of which are as fully a part of the contract as if herein set out
verbatim: Vendor's Proposal, Insurance Certificate, and ITQ #09-5227 Specifi-
cations/Scope of Services.
16. SUBJECT TO APPROPRIATION. It is further understood and agreed by and between
the parties herein that this agreement is subject to appropriation by the Board of County
Commissioners.
17. PROHIBITION OF GIFTS TO COUNTY EMPLOYEES. No organization or individual
shall offer or give, either directly or indirectly, any favor, gift, loan, fee, service or other
item of value to any County employee, as set forth in Chapter 112, Part III, Florida
Statutes, Collier County Ethics Ordinance No. 2004-05, and County Administrative
Procedure 5311. Violation of this provision may result in one or more of the following
consequences: a.) Prohibition by the individual, firm, and/ or any employee of the firm
from contact with County staff for a specified period of time; b.) Prohibition by the
individual and/ or firm from doing business with the County for a specified period of
time, including but not limited to: submitting bids, RFP, and/or quotes; and, c.)
immediate termination of any contract held by the individual and/ or firm for cause.
18. IMMIGRATION LAW COMPLIANCE. By executing and entering into this agreement,
the Vendor is formally acknowledging without exception or stipulation that it is fully
Page 4 of7
responsible for complying with the provisions of the Immigration Reform and Control
Act of 1986 as located at 8 U.s.e. 1324, et seq. and regulations relating thereto, as either
may be amended. Failure by the Vendor to comply with the laws referenced herein shall
constitute a breach of this agreement and the County shall have the discretion to
unilaterally terminate this agreement immediately.
19. OFFER EXTENDED TO OTHER GOVERNMENTAL ENTITIES. Collier County
encourages and agrees to the successful proposer extending the pricing, terms and
conditions of this solicitation or resultant contract to other governmental entities at the
discretion of the successful proposer.
20. AGREEMENT TERMS. If any portion of this Agreement is held to be void, invalid, or
otherwise unenforceable, in whole or in part, the remaining portion of this Agreement
shall remain in effect.
21. ADDITIONAL ITEMS/SERVICES. Additional items and/ or services may be added to
this contract upon satisfactory negotiation of price by the Contract Manager and
Vendor.
22. DISPUTE RESOLUTION. Prior to the initiation of any action or proceeding permitted
by this Agreement to resolve disputes between the parties, the parties shall make a good
faith effort to resolve any such disputes by negotiation. The negotiation shall be
attended by representatives of Vendor with full decision-making authority and by
County's staff person who would make the presentation of any settlement reached
during negotiations to County for approval. Failing resolution, and prior to the
commencement of depositions in any litigation between the parties arising out of this
Agreement, the parties shall attempt to resolve the dispute through Mediation before an
agreed-upon Circuit Court Mediator certified by the State of Florida. The mediation
shall be attended by representatives of Vendor with full decision-making authority and
by County's staff person who would make the presentation of any settlement reached at
mediation to County's board for approval. Should either party fail to submit to
mediation as required hereunder, the other party may obtain a court order requiring
mediation under section 44.102, Fla. Stat.
Any suit or action brought by either party to this Agreement against the other party
relating to or arising out of this Agreement must be brought in the appropriate federal
or state courts in Collier County, Florida, which courts have sole and exclusive
jurisdiction on all such matters.
Page 5 of7
IN WITNESS WHEREOF, the Vendor and the County, have each, respectively, by an
authorized person or agent, hereunder set their hands and seals on the date and year first above
written.
ATTEST: ,I,e'l,
DwightR Bl'oc:k}~rk of Courts
. ,
BOARD OF COUNTY COMMISSIONERS
COLLIER COUNTY, FLORIDA
By: ~ ~~
Do a Fiala, Chairman
By:
Date;i:
{SEA~ ,
.......... ..'to;,'a..:...... .
....,...-a'" U 1,.,;:; \; .
sf"..tvre OIl,,,
United Senior Services, LLC d/b/a
Visiting Angels of Naples
-,f-;;;~ '-r.oj2~
Fitst Witness
By:
/7, re enndd(or
~
Signature
- Dc.Qt-'\ro. fJ"" i P Cq
t~e/print witness namet
/:f;~~ ;f;~4/a
Second Witness
A--:J. 'n4bL-(";iL
Typed signature and title
- ~
C:;Ke~<- f-yt/L V (rc(c 'f v",,",
~((O/YI dC\ f?" C( 1/1" d-
tType/print witness namet
Approved as to form and
legal sufficiency:
~lft;{ LL
-'B:is~ County Attorney
pH-- y
<.<: 4 -;;-/2 kA-bL
~
Print Name
Page 6 of7
APPENDIX 1
CONTRACT RATE CAPS
SERVICE
MAXIMUM FEE/UNIT OF SERVICE
Total Cost Reimbursement
Adult Day Care (CCE) $10.00 per Hour $ 9.00
CHORE $20.00 per Hour $18.00
Enhanced CHORE* $30.00 per Hour $27.00
Emergency Alert Response System $ 1.11 per Day $ 1.00
Homemaker $20.00 per Hour $18.00
Personal Care $22.22 per Hour $20.00
Respite (In-Home) $20.00 per Hour $18.00
Respite (In- Facility)ADI $10.00 per Hour $ 10.00
Skilled Nursing $38.89 per Hour $35.00
Specialized Med Equipment 1 00% cost 90% of cost
Facility Respite (24 Hours) $138.90 per 24hr. $125.00 per 24hr.
* Enhanced Chore requires two (2) or more workers performing multiple tasks at the same time.
Page 7 of7
14 CQRDTM CERTIFICA 1 OF LIABILITY I I DATE(MM/DDfYYYY)
- INSURAI~CE Oh/o?/?nna
PRC'DUCER THIS CERTIRCA TE IS ISSUED AS A MA ITER OF INFORMATION
ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE
Lockton Risk Services HOLDER. THIS CERTIRCATE DOES NOT AMEND, EXTEND OR
n O. Box 410679 ALTER THE COVERAGE AFFORDED BY THE POLICIES B&OW.
.sas City, MO 64141-0679
ROO 7?3-9624 INSURERS AFFORDING COVERAGE NAIC#
INSURED Uni ted Senior Services, LLC. cilia INSURER A: First Specialty Insurance Company
Visiting Angels of Naples INSURER B: ITT Hartford
2800 Davis Blvd, Suite 207 INSURER C:
INSURER D:
Na~es , FL 34104 INSURER E:
COVERAGES
THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING
ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR
MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH
POLICIES. AGGREGATE LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS.
Ir-p~ ~~ TYPE POLICY NUMBER ~l-~~M~~f "g~wl~~~mN LIMITS
A G8IlERAL LIABIlITY Ii'CP114007454502 01/01/2009 01/01/2010 EACH OCCURRENCE $ 1 000 000
- ~~~~~fs T~aR~~~~~ncel
K-- COMMERCIAL GENERAL LIABILITY $ 300 000
I-- =J CLAIMS MADE D OCCUR MED EXP (Anyone person) $ 10 000
X PERSONAL & ADV INJURY $ 1 000 000
I--
r-- GENERAL AGGREGATE $ ? .000.000
GEN'L AGGREGATE LIMIT AFlS PER: PRODUCTS. COMP/OP AGG $ ? 000 nnn
n POLICY n~~RT LOC
A AUTOMOBILE LIABILITY /FCP114007454502 01/01/2009 01/01/2010 COMBINED SINGLE LIMIT
r-- (Ea accident) $ 1,000,000
ANY AUTO
I--
r-- ALL OWNED AUTOS BODILY INJURY
$
SCHEDULED AUTOS (Per person)
-
""-- HIRED AUTOS BODILY INJURY
$
NON-OWNED AUTOS (Per accident)
"--
( - PROPERTY DAMAGE $
(Per accident)
GARAGE LIABILITY AUTO ONL Y . EA ACCIDENT $
R ANY AUTO OTHER THAN EA ACC $
AUTO ONLY: AGG $
EXCESSlUMBRBlA lIABIlITY EACH OCCURRENCE $
o OCCUR [J CLAIMS MADE AGGREGATE $
$
R DEDUCTIBLE $
RETENTION $ $
WORKERS COMPENSATION AND I WCSTATU. I 10l~'
EM PLOYffiS' lIABIlITY TORY lIMrrS
ANY PROPRIETOR/PARTNER/EXECUTIVE E.l. EACH ACCIDENT $
OFFICER/MEMBER EXCLUDED? E.l. DISEASE. EA EMPLOYE $
[~E~f1cs~~~t:s~g~s below E.l. DISEASE. POLICY LIMIT $
B OTHER 37BDDDB9559-04 01/01/2009 01/01/2010 Limit $10,000
Employee Dishonesty Deductible $500
DESCRIPTION OF OPERATIONS I LOCATIONS I VEHIClES I EXCLUSIONS ADDBJ BY 8'lDORSEMENT I SPECIAL PROVISIONS
Coverage for incidents arising out of Non-Medical Professional Services for Bodily Injury, Property Damage and
Personal & Advertising Injury_ Certificate Holder is listed as Additional Insured as respects to Work Performed
by Named Insured. ITQ 09-05227 Title: Collier County Services for Seniors
***10 Day Notice of Cancellation for Non-pay***
CERTIRCA TE HOLDER
CANC&LA TION
Collier County
( 1rd of County Commissioners
\. _J01 E Tamiami Trail
Naples, FL 34112
SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCalED BEFORE THE EXPIRATION
DATE THEREOF, THE ISSUING INSURER WILL 8'lDEAVOR TO MAIL.JO-- DAYS WRITTEN
NOTICE TO THE CERTIRCA TE HOLDER NAMBJ TO THE LEFT, BUT FAILURE TO DO SO SHALL
IMPOSE NO OBliGATION OR lIABILITY 0 A N INSURffi, ITS AGENTS OR
REPRES8'lT A TIVES.
AUTHORIZED
ACORD25 (2001/08)
DS#7':!77404
@ACORD CORPORATION 1988
Q?7QA7
IMPORTANT
If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must be endorsed. A statement
on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s).
If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may
require an endorsement. A statement on this certificate does not confer rights to the certificate
holder in lieu of such endorsement(s).
DISCLAIMER
The Certificate of Insurance on the reverse side of this form does not constitute a contract between
the issuing insurer(s), authorized representative or producer, and the certificate holder, nor does it
affirmatively or negatively amend, extend or alter the coverage afforded by the policies listed thereon.
ACORD25 (2001/08)
ACORQM CERTIFICATF "'F LIABILITY INSURAN( w I DATE (MMlDDlYYYY)
,
.- 6/212009
'RODUCER THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION
~utomatJc Data Processing Insurance Agency, Inc ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE
HOLDER. THIS CERTIFICATE DOES NOT AMEND, EXTEND OR
ADP Boulevard ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW.
~os~land, NJ 07068
INSURERS AFFORDING COVERAGE NAIC#
- United Senior Services, LLC INSURER A Aequicap - Aequicap ~EQUIC
NSURED
Suite 201 INSURER B:
Naples, FL 34102 INSURER c:
INSURER D:
INSURER E:
UNITSEN-01
ASVA
::OVERAGES
THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING
ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR
MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH
POLICIES. AGGREGATE LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS,
~SR ~~~} POLICY NUMBER Pg.k+~~~~~~E ~~If:{~J;W~N LIMITS
.TR
~NERAL LIABILITY EACH OCCURRENCE $
COMMERCIAL GENERAL LIABILITY p~lS~s 'tE~~~u~~nce\ $
I CLAIMS MADE 0 OCCUR MED EXP (Anyone person) $
- PERSONAL & ADV INJURY $
- GENERAL AGGREGATE $
~'L AGGREnE LIMIT APnS PER: PRODUCTS-COM~OPAGG $
POLICY P'~,gT LOC
~OMOBILE LIABILITY COMBINED SINGLE LIMIT $
MiY AUTO (Ea accident)
I--
I-- ALL OWNED AUTOS BODILY INJURY
$
SCHEDULED AUTOS (Per person)
I--
I-- HIRED AUTOS BODILY INJURY
$
NON-OWNED AUTOS (Per accident)
I--
I-- PROPERTY DAMAGE $
(Per accident)
-
GARAGE LIABILITY AUTO ONLY- EA ACCIDENT $
R ANY AUTO OTHER THAN EA ACC $
AUTO ONLY: AGG $
EXCESs/UMBRELLA LIABILITY EACH OCCURRENCE $
tJ OCCUR 0 CLAIMS MADE AGGREGATE $
$
R DEDUCTIBLE $
RETENTION $ $
WORKERS COMPENSATION MiD I WC STATU- I 10TH-
TORY LIMITS ER
~ EMPLOYERS' LIABILITY WC07074646 1/1/2009 1/1/201 0 100,000
ANY PROPRIETOR/PARTNER/EXECUTIVE EL. EACH ACCIDENT $
OFFICER/MEMBER EXCLUDED? EL. DISEASE - EA EMPLOYEE $ 100,000
If yes, describe under 500,00C
SPECIAL PROVISIONS below EL. DISEASE - POLICY LIMIT $
OTHER
ESCRIPTION OF OPERATIONS I LOCATIONS I VEHICLES I EXCLUSIONS ADDED BY ENDORSEMENT I SPECIAL PROVISIONS
:ERTIFICATE HOLDER
CANCELLATION
Collier County Services for Seniors
Bid#ITQ#09-5227
Collier Couty Florida
Board of County Commisioners
Naples, FL -
SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION
DATE THEREOF, THE ISSUING INSURER WILL ENDEAVOR TO MAIL 3~ DAYS WRITTEN
NOTICE TO THE CERTIFICATE HOLDER NAMED TO THE LEFT, BUT FAILURE TO DO SO SHALL
IMPOSE NO OBLIGATION OR LIABILITY OF ANY KIND UPON THE INSURER, ITS AGENTS OR
REPRESENTATIVES.
AUTHORIZED REPRESENTATIVE
@ACORD CORPORATION 1988
.CORD 25 (2001/08)
UNITSEN-01
ASVA
IMPORTANT
If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must be endorsed. A statement
on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s).
If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may
require an endorsement. A statement on this certificate does not confer rights to the certificate
holder in lieu of such endorsement(s).
DISCLAIMER
The Certificate of Insurance on the reverse side of this form does not constitute a contract between
the issuing insurer(s), authorized representative or producer, and the certificate holder, nor does it
affirmatively or negatively amend, extend or alter the coverage afforded by the policies listed thereon.
ICORD 25 (2001108)
ITEM NO,: CA, yi2c.. D(2...\JO
FILE NO.:
" \\\C>~
OFH~ TIf:~IFCEIVED:
("\1"1 I n- ,.,., I " TTO ',-
..AI,dell r A! i ,Pi,JEY
ROUTED TO:
- r
f _: 13
Date:
~ jV1 ;yrl>
'1./ t
REQUEST FOR LEGAL SERVICES j.,0~;^~r~
June 25, 2009 "'1Y. V"7....~, (,) v
(b 5. 6J l,p)p4
DO NOT WRITE ABOVE THIS LINE
To:
Office of the County Attorney
Jeff Klatzkow
From:
Lyn M. Wood, C.P.M., Contract Specialist
Purchasing Department, Extension 2667
Re:
Contract: #09-5227 "Services for Seniors"
Contractor: United Senior Services, LLC d/b/a Visiting Angels of
Naples
BACKGROUND OF REQUEST:
This Contract was approved by the BCC on June 23, 2009, AgendY1..~, l!.- )
Item 16.E.10 ~
This item has not been previously submitted.
ACTION REQUESTED:
Contract review and approval.
OTHER COMMENTS:
Please forward to BCC for signature after approval. If there are any
questions concerning the document, please contact me. Purchasing would
appreciate notification when the documents exit your office. Thank you.
C: Terri Daniels, Housing & Human Services
MEMORANDUM
FROM: Lyn M. Wood, C.P.M., Contract Specialist
Purchasing Department
p/
/~J<
Jv~~
TO: Ray Carter
Risk Management Department
DATE: June 25, 2009
RE: Review Insurance for Contract: #09-5227 "Services for Seniors"
Contractor: United Senior Services, LLC d/b/a Visiting Angels of
Naples
This Contract was approved by the BCC on June 23, 2009, Agenda Item
16.E.10
Please review the Insurance Certificates for the above referenced contract. If
everything is acceptable, please forward to the County Attorney for further
review and approval. Also, will you advise me when it has been forwarded.
Thank you. If you have any questions, please contact me at extension 2667.
C: Terri Daniels, Housing & Human Services
~~c
via ~&-:
.~& q,. .? " f:>,
'Ij- v <J ....
~~1/.. (70.9
'-<! G' ..
~
I?~ 2~'
tiM<J
dod/LMW
mausen_9
From:
Sent:
To:
Cc:
Subject:
RaymondCarter
Friday, June 26, 2009 7:22 AM
DeLeon Diana
LynWood; DanielsTerri; mausen_9
Contract 09-5227 "Services for Seniors"
All, I have approved the following contracts this morning:
1 LJnitp-d Sp-nior Sp-rvicp-!;; llC d/b/a Visitine- An~els of NaDles
2. Summit Home Respiratory Services, Inc. d/b/a Summit Home Healthcare Products
3. Care Club of Collier County, Inc.
The Contracts will now be forwarded to the County Attorney's Office for their review.
~~
Manager Risk Finanace
Office 239-252-8839
Cell 239-821-9370
1
www.sunbiz.org - Department of State
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Florida Limited Liability Compan~
UNITED SENIOR SERVICES, LLC
Filing Information
Document Number L04000046452
FEIIEIN Number 205579983
Date Filed 06/21/2004
State FL
Status ACTIVE
Last Event NAME CHANGE AMENDMENT
Event Date Filed 07119/2005
Event Effective Date NONE
Principal Address
2800 DAVIS BLVD.
SUITE 207
NAPLES FL 34104
Changed 02/13/2009
Mailing Address
2800 DAVIS BLVD.
SUITE 207
NAPLES FL 34104
Changed 02/13/2009
Registered Agent Name & Address
WILLKOMM, CONRAD
1100 FIFTH AVENUE SOUTH
SUITE 409
NAPLES FL 34102 US
Name Changed: 02/13/2009
Address Changed: 02/13/2009
Manager/Member Detail
Name & Address
Title MGRM
MUELLER, ANDREAS J
665 FOUNTAINHEAD WAY
NAPLES FL 34103
Annual Reports
http://www.sunbiz.org/scripts/cordet.exe?action=D ETFIL&inq_ doc _ number=L040000464.., of? ~nnnQ
www.sunbiz.org - Department of State
Report Year Filed Date
2007 01/08/2007
2008 01/04/2008
2009 02/13/2009
Document Images
Q2/1.3/200.9.~cANNl.JAI".R!;PQRJ
QlIQ4/2008.::_ANNJJALREEQRI
QJ/08/2007.:::AN Nl.JAI".RI;PQRJ
Q1/QI$120Q(3=ANNl.JAI,RI;PQRT
QZI19/2QQQ=_NClm~_~hcm@
01I1gJ20Q_Q-- ANNUAL REPORT
0(3/21/2004 :_:F1QJi(:tClJ-jmlt~(ll".ja biljt~$
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I Note: This is not official record, See documents if question or conflict.
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Copyright @ 2007 State of Florida, Department of State.
http://www.sunbiz.org/scripts/cordet.exe?action=D ETFIL&in~ doc _ number= L040000464... 6/25/2009
RLS # 09- /Jet! - Of d- 'Ii)
CHECKLIST FOR REVIEWING CONTRACTS
Entity Name: () Nt rt.D
SflU)p,e SfRv{(f~ 1 LL~
.
Entity name correct on contract?
Entity registered with FL Sec. of State?
Insurance
Insurance Certificate attached?
Insured registered in Florida?
Contract # &lor Project referenced on Certificate?
Certificate Holder name correct (BCC)?
Commercial General Liability
General Aggregate Required $ \ ~ ll-
Products/Compl/Op Required $
Personal & Advert Required $
Each Occurrence Required $
Fire/Prop Damage Required $
Automobile Liability
Bodily Inj & Prop Required $ \ tv- l l-
Workers Compensation
Each accident Required $
Disease Aggregate Required $
Disease Each Empl Required $
Umbrella Liability
Each Occurrence Provided $
Aggregate Provided $
Does Umbrella sufficiently cover any underinsured portion?
Professional Liability
Each Occurrence Required $
Per Aggregate Required $
Other Insurance
Each Occur Type:f"M~L.M/.I.
-.LV es
v-Yes
~Yes
~Yes
Provided $ 2 M.\ L..
Provided $ l \
Provided $ i M l \
Provided $ ( l
Provided $ 30()j Of) P
Provided $
(MIL
Provided $ I cO, ()()O
Provided $ siYJ; ()OP
Provided $ ID~tJoo
I
Exp Date
Exp Date
Yes
Provided $
Provided $
Required $
dill /e<. JI S,l (fA:)6- /kx9<OcL ~ ()~ )JNa S
I
vYes
~es
No
No
No
No
No
No
Exp, Date ~
Exp. Date i \
Exp. Date 1\
Exp. Date I ,
Exp. Date I I
Exp Date ~
Exp Date ~ I 1 ~,'II;
Exp Date 'I r
Exp Date , '
No
Exp. Date
Exp. Date
Exp Date ~l/)
No
No
Provided $ ;01 0() t)
County required to be named as additional insured?
County named as additional insured?
--1L:Yes
V"'Yes
Indemnification
Does indemnification meet County standards?
Is County indemnifying other party?
-LYes
Yes
Performance Bond
Bond requirement referenced in contract?
Ifattached, expiration date of bond
Does dollar amount match contract?
Agent registered in Florida?
Signature Blocks
Correct executor name in signature block?
Correct title of executor?
Executor authorized to sign for entity?
Proper number of witnesses/notary?
Authorization for executor to sign, if necessary:
Chairman's signature block?
Clerk's attestation signature block?
County Attorney's signature block?
v~
./ Yes
Yes
----\L- Yes
~Yes
-LYes
V Yes
vYes
Attachments
Are all required attachments included?
-LYes
No
~No
Yes
No
Yes
Yes
No
No
No
~No
No
No
-rfLJ-,,1 .
0"tJ A'~.I~I::.
clJ ~ (),~
f.,..;..t.-. "Dl~' {,J t..."I~
t-f\. a.l'ttl'- e
No
No
No
ReVie~e~ InitiaJ~ ,
Date: b / ~q Ill'?
04-COA-of030/2~2