FLORIDA DEPARTMENT OF FINANCIAL SERVICES DIVISION OF AGENT AND AGENCY SERVICES

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FLORIDA DEPARTMENT OF FINANCIAL SERVICES DIVISION OF AGENT AND AGENCY SERVICES DFS AA RCP 14/15-06 Preparation and Development of the Florida General Lines Agents /Customer Representatives and the Florida Adjusters Study Manuals Request for Contract Proposals and Request for Quote SECTION 1: PURPOSE AND GENERAL CONDITIONS 1.1 Purpose. The Florida Department of Financial Services, Division of Agent and Agency Services ( Department ), pursuant to section 624.313 Florida Statutes, is seeking a Contractor who can develop, produce, and distribute the Florida General Lines Agents /Customer Representatives and the Florida Adjusters Study Manuals ( Manuals includes paper and/or electronic documents). The Manuals will be produced on the Department s behalf and cover the Department s examination content outline for the following: General Lines Agents /Customer Representatives Study Manual including the following: General Lines Agent, Personal Lines Agent, Customer Representative, Motor Vehicle Physical Damage and Mechanical Breakdown Agent; and Adjusters Study Manual including the following: All-Lines Adjuster, Property and Casualty Adjuster, Motor Vehicle Physical Damage and Mechanical Breakdown Adjuster Agent, Workers Compensation Adjuster, Health Adjuster, All-Lines Public Adjuster, Property and Casualty Public Adjuster, Motor Vehicle Physical Damage and Mechanical Breakdown Public Adjuster. The Contractor must be able to provide the high quality services and products required by the Department. 1.2 Point of Contact: The sole point of contact from the date of release of this Request for Contract Proposals and Request for Quote ( RCP and RFQ ) until selection of one or more successful Proposer(s) shall be: Department of Financial Services Division of Agent and Agency Services Attn: Brandi McNealy 200 E. Gaines Street, Larson Building Tallahassee, FL 32399-0318 Fax: (850) 922-3905 Email: Brandi.McNealy@myfloridacfo.com 1 of 14

All procedural questions and requests for clarification of this RCP shall be submitted to the above named contact. 1.3 General Conditions: PUR Form 1000, General Conditions, except as modified by the special conditions in Sections 1 through 6, is incorporated and is available online at http://dms.myflorida.com/business_operations/state_purchasing/documents_forms_references_r esources/purchasing_forms. However, PUR 1000 Sections 3, 6, 12, 13, 14, 22, 38 and 43 have been omitted and are not incorporated in this RCP. SECTION 2: SOLICITATION INSTRUCTIONS 2.1 Reservations: This procurement is below the threshold amount for CATEGORY TWO and is not subject to competitive solicitation pursuant to section 287.057(1), Florida Statutes. This RCP shall not be treated as an offer under contract law principles. The Proposal may only be accepted by the Department by execution of the Contract, which will contain all agreed-upon terms and conditions. The Department reserves the right to: A. Reject any or all Proposals B. Conduct an investigation of the qualifications and/or past performance of any Proposer C. Request additional information or clarification in regard to any Proposer s Proposal D. Conduct face-to-face negotiations with one or more selected Proposers 2.2 This RCP will not have a public opening. SECTION 3: SUBMISSIONS AND PROPOSAL SPECIFICATIONS 3.1 General Instructions: Section 3 contains the instructions for formatting and submitting Proposals. Section 3 contains the elements the Department will use to evaluate Proposals. All elements are required unless otherwise identified. The provisions below are terms and conditions that are agreed to when submitting a Proposal. To facilitate the analysis of Responses to this RCP, Vendors are required to prepare Proposals in accordance with the instructions in this section. The Department may consider a failure to comply with these instructions to be non-responsive and grounds for disqualification, at the discretion of the State. 3.1.1 Submitting Proposal Responses: All Proposals must be submitted electronically to the office listed in Section 1.2, no later than the date specified in Section 3.3, Procurement Timeline of this RCP. Proposers with proposal(s) that need to be redacted because of confidential or trade secret information should refer to Section 3.1.2, Paragraphs B and C. Proposals MUST be sent via email to: Brandi.McNealy@myfloridacfo.com. Proposer shall submit a redacted version of the Response if Proposer considers any portion of the documents, data or records submitted in response to this RCP to be confidential, trade secret or otherwise not subject to disclosure pursuant to Chapter 119, Florida Statutes, the Florida Constitution, or other authority. Together with the unredacted version labeled and submitted confidentially in encrypted or password protected format, Proposer must also simultaneously provide the Department with a separate redacted copy of its Response. See RCP section 3.1.2. 2 of 14

3.1.2 Public Records and Confidential Trade Secret Information: The final form of the Contract is a public record and will be posted online as part of the Transparency Act. A. Solicitation Responses. Notwithstanding any contractual provisions to the contrary, the Department is obligated to make available for inspection or copying any non-exempt public record pursuant to the requirements of Chapter 119, Florida Statutes, the Public Records Act, and Article I, Section 24 of the State Constitution. As such, upon receipt of a request to inspect or copy a Response to this competitive solicitation, the Department will make Responses to this solicitation that are not exempt from the Florida Public Records Act, available for inspection or copying upon receipt of a public records request as required by Chapter 119, Florida Statutes, the Public Records Act, and Article I, Section 24 of the State Constitution. B. Confidential Trade Secret Information. Trade secrets are not solicited or desired as submissions with Responses. Pursuant to section 812.081, Florida Statutes, a person who claims that information is a trade secret must take measures to protect such information and to prevent it from becoming generally available. As such, if Proposer includes in its Response information that Proposer considers to be a trade secret that meets the definition provided in section 812.081, Florida Statutes, Proposer shall file a notice of trade secret with the Department that puts the Department on notice that Proposer has included trade secret information in its Response. Furthermore, if a Proposer reserves the right to assert that a portion of its response is a trade secret, Proposer shall provide the Department with an additional copy of its Response that has been redacted to conceal only that information that Proposer claims to be a confidential trade secret meeting the definition of a trade secret as provided in section 812.081, Florida Statutes, and is clearly identified as having had trade secrets or other confidential proprietary information redacted, that is labeled CONFIDENTIAL. C. Other Confidential Records. The provision of redacted Contract information on a website for public viewing does not alleviate the duty of the Department nor the Contractor to respond to a public records request. The response to the requestor may include referral to the website for viewing the identical (redacted) version. Should the Proposer or Contractor provide information deemed confidential or exempt from the Florida Public Records Act, then the Proposer or Contractor shall place such information in an encrypted electronic form and/or a sealed separate envelope and provide the Department with an additional copy of their documentation containing such information that has been redacted to conceal only that information the Proposer claims to be confidential. 3. 2 RCP Response Submission Contents. A. Proposal Qualification Requirements for Contractor. Legal Entity: Provide evidence that the organization is a legal entity. Incorporated Contractors must provide either a copy of the corporation's most current annual report on file with the appropriate state agency, or, if incorporated during the past twelve (12) months, a copy of the 3 of 14

corporation's articles of incorporation and charter number assigned by the appropriate state agency. Businesses that are not incorporated must provide a copy of their business or occupational license. Partnerships shall submit documentation of compliance with the applicable provisions of Chapter 620, Florida Statutes. REQUIRED. B. Technical Approach. 1. Experience and Ability to Provide Services: A written summary of the Contractor s experience demonstrating the ability to provide the proposed services. Indicate whether internal staff or external resources were used or will be used. REQUIRED. 2. Expertise: A written summary of the Contractor s technical expertise, capability, procedures, and staff demonstrating the ability to provide the proposed services. Indicate whether internal staff or external resources will be used. REQUIRED. C. Price Proposal. Provide the price to be charged by the Contractor and all distributors to the ultimate users in the form attached as Attachment A: Price Proposal. 3.3 Procurement Timeline. The Department s anticipated procurement timeline is shown below. All times are Eastern Time (ET). The Department reserves the right to amend the procurement timeline if deemed to be in the best interest of the State. Responses to questions posed to the Point of Contact in writing will be posted on the Division of Agent & Agency Services website, at http://www.myfloridacfo.com/division/agents/rcp. It is the responsibility of prospective Respondents to check the divisions website periodically for any information or updates to this RCP. The Department bears no responsibility for any resulting impacts associated with a prospective Respondent s failure to obtain the information made available through the website. PROCUREMENT TIMELINE PROCUREMENT ACTIVITIES DATE/TIME Deadline for questions regarding the RCP. December 15, 2014 (Submit questions via e-mail. See Section 1.2 of 3:00 PM this RCP.) Answers to December 18, 2014 http://www.myfloridacfo.com/division/agents/rcp Deadline for submission of Proposals December 22, 2014 (Submit Proposals via e-mail. See Section 1.2 of 5:00 PM this RCP.) Anticipated Contract start date January 27, 2015 SECTION 4: EVALUATION OF PROPOSALS 4.1 Phase I Initial Screening. To be considered administratively responsive to this RCP and be eligible for the Technical Evaluation, a Proposer must fully comply with Section 3.2 A. 4 of 14

4.2 Phase II Technical Evaluation. A contract will be awarded based on the responses provided by the Proposers in response to Section 3 of this RCP as it relates to the Statement of Work (Attachment B). 4.3 Phase III Cost. All Proposers must complete Attachment A: Price Proposal. 4.4 Evaluation Team ( Team ). The Team will have members who have experience and knowledge in the area of preparation and development of the Florida General Lines Agents /Customer Representatives and the Florida Adjusters Study Manuals evaluations. The Team will be responsible for evaluating the Proposals received. SECTION 5: CONTRACT (ATTACHED PROVIDER CONTRACT) The Department will coordinate a contract for signature, substantially in the form attached with the Attachment documents is the Provider Contract, with only such non-substantive changes therein as shall be necessary to the orderly administration of the contract, between the Department and successful Respondent, who will be the Contractor, that incorporates this solicitation and the Respondent s Price Response as soon as possible after the award. SECTION 6: SPECIAL CONDITIONS 6.1 Pricing and Invoicing. The Contractor agrees, as complete compensation for all services rendered under this contract, to collect from each purchaser of the Manuals the price of the Manuals as indicated in the price proposal, Attachment A. Further, the Contractor shall agree to each of the following terms: The price to be charged by the Contractor for the Manuals shall not exceed the price indicated in the price proposal, Attachment A, which shall be the maximum price charged by all distributors excluding Florida sales tax, to the ultimate user during the initial contract period or any period of extension. The price of the Manuals shall include a five dollar ($5.00) fee to the Department for each Manual sold, paper or electronic. The Contractor shall provide the Department an accurate accounting system to track each five dollar ($5.00) fee remitted to the Department. Any discounts given any purchaser for the maximum price shall reflect only reasonable quantity discounts. No special prices shall be afforded on the basis of membership in an insurance related entity. The Contractor shall be responsible for the collection, reporting and remittance of all applicable sales tax in accordance with the sales tax statutes and regulations of Florida. 6.2 Contract Period. The contract period begins the date the Contract is last signed by the parties and ends close of business on January 26, 2018. 6.3 Contract Manager. 5 of 14

All services will be performed under the direction and control of: Brandi McNealy Contract Manager Division of Agent and Agency Services 200 East Gaines Street, Larson Building Tallahassee, FL 32399-0318 Attachments Provider Contract substantially in the form to be signed by the successful Proposer ATTACHMENT A- Price Proposal ATTACHMENT B- Statement of Work ATTACHMENT C- Deliverable Schedule 6 of 14

ATTACHMENT A: PRICE PROPOSAL Per General Lines/Customer Representative Manual Per General Lines/Customer Representative CD-ROM or other electronic format Per Adjuster Manual Per Adjuster CD- ROM or other electronic format Grand Total *Used for basis of award * Overhead Cost: Overhead Cost: Overhead Cost: Overhead Cost: Printing Cost: Production Cost: Printing Cost: Production Cost: FDFS Fee: FDFS Fee: FDFS Fee: FDFS Fee: $ 5.00 Profit: $ 5.00 Profit: $ 5.00 Profit: $ 5.00 Profit: The Manual users will provide all compensation due to the Contractor for all services identified in this Request for Contract Proposals and Request for Quote ( RCP and RFQ ) and the Contractor s response. All of the Contractor s costs specified in RCP and RFQ and the Proposer s proposal must be included in the costs identified on this attachment. I certify that this Proposal is made without prior understanding, agreement, or connection with any corporation, firm, or person submitting a proposal for the same materials, supplies or equipment, or services and is in all respects fair and without collusion or fraud. I agree to abide by all conditions of this RCP and RFQ and certify that I am authorized to sign this RCP and RFQ for the Proposer and that the Proposer is in compliance with all requirements of the RCP and RFQ, including but not limited to, certification requirements. PROPOSER NAME: (Company) PROPOSER ADDRESS: (City/State/Zip) PROPOSER PHONE: PROPOSER E-MAIL CONTACT: AUTHORIZED REPRESENTATIVE: (Printed) AUTHORIZED SIGNATURE: 7 of 14

ATTACHMENT B: STATEMENT OF WORK 1. Purpose. The Florida Department of Financial Services, Division of Agent and Agency Services ( Department ), pursuant to Section 624.313 Florida Statutes, is seeking a Contractor who can develop, produce, and distribute the Florida General Lines Agents /Customer Representatives and the Florida Adjusters Study Manuals ( Manuals includes paper or electronic documents). The Manuals will be produced on the Department s behalf and cover the Department s examination content outline for the following: General Lines Agents /Customer Representatives Study Manual including the following: General Lines Agent, Personal Lines Agent, Customer Representative, Motor Vehicle Physical Damage and Mechanical Breakdown Agent; and Adjusters Study Manual including the following: All-Lines Adjuster, Property and Casualty Adjuster, Motor Vehicle Physical Damage and Mechanical Breakdown Adjuster Agent, Workers Compensation Adjuster, Health Adjuster, All-Lines Public Adjuster, Property and Casualty Public Adjuster, Motor Vehicle Physical Damage and Mechanical Breakdown Public Adjuster. The Contractor must be able to provide the high quality services and products required by the Department. 2. Scope of Work. The scope of work to be performed includes the following: A. Revisions The Contractor must be able to annually revise the Manuals so as to maintain technical accuracy and applicability to the related state licensure examinations. Revisions of the Manuals must cover all subject areas covered in earlier editions to at least the same extent as those subjects are covered in the earlier editions. Revisions must keep the Manuals current with applicable changes in Florida law and Department Administrative Rules, all pertinent Insurance Service Office ( ISO ) forms, and all applicable changes in the insurance industry. Applicable changes in the insurance industry include, but are not limited to, trends, conditions, and new developments in the industry. The contractor must be able to adhere to any style and formatting requirements set by the Department and must ensure that the Manuals are made available for distribution to match the frequency of examinations given by the current license examination vendor. During the life of the contract, the Department intends to incorporate the use of a national item bank of questions for various examination types. The contractor will need to ensure that any selected questions are properly addressed into the revisions of the manuals, and that these revisions shall be submitted to the Department for approval. The Contractor must have and maintain sufficient knowledge of the insurance industry and Florida law so as to develop revisions without guidance from the Department. The Contractor will be required to make comprehensive and thorough recommendations as to updated material needed as dictated by any changes in regulations and applicable events in the Florida insurance industry. If the Department recommends any modifications, the 8 of 14

modifications shall be incorporated into the revisions, and the revisions shall be resubmitted to the Department for approval. The Contractor must obtain the Department s prior written approval for all material incorporated or included in the Manuals. Any text will be the property of the Florida Department of Financial Services. The revisions of each Manual shall be subject to the approval of the Department. Revisions may not be printed, incorporated or included in the Manuals without the Department s express written approval. Work Tasks, Section 2.A Revise the Manuals annually meeting all criteria as defined in Section 2.A. Manual revisions and changes must cover all material as defined in Section 2.A. Develop revisions without guidance from the Department and make modifications and recommendations as defined in Section 2.A. B. Revision Schedule The Contractor must be able to adhere to a revision schedule provided by the Department that begins at the end of each legislative session and ends approximately August 31 of each year. The complete revision and publication schedule is defined in Section 3. The Manuals must be available for distribution and sale on November 1 of each year. Additionally, the Contractor must be able to attend the annual Examination Review Workshop that takes place approximately July of each year and incorporate revisions resulting from that workshop to the Manuals. The Contractor must be able to cover all costs associated with their attendance at the workshop. Work Tasks, Section 2.B The Contractor will adhere to the revision schedule as defined in Section 2.B, to include the annual Examination Review Workshop revisions. The Manuals must be available for distribution and sale on November 1 of each calendar year. The Contractor must attend the annual Examination Review Workshop and the Contractor will be responsible for all costs associated with their attendance. C. Monthly Sales Reports The Contractor must deliver a Monthly Sales Report and remittance of fees (per Section 6) to the Department by the fifteenth (15 th ) State business day of each month for the preceding month. The report must include the total number of each Manual sold and the total amount of money due to the Department. Work Tasks, Section 2.C Monthly Sales Report and remittance of fees will be delivered to the Department by the fifteenth (15 th ) State business day of each month for the preceding month. D. Style and Format The style and format shall be in typeset, textbook format with statutory footnotes and a referenced, detailed glossary of insurance technology. The Manuals shall contain a section for each topic covered on the exam content outline and the state licensure exam, followed by questions and answers to be used for review. The format of the questions 9 of 14

and answers must commensurate with the exam questions. The Contractor shall provide detailed specifications as to proposed form, style and technical specifications of the Manuals and are subject to review and approval of the Department. The Contractor must obtain the written approval of the Manual style and format before printing and on any alternate format (CD-ROM, etc.). The Manuals must be available in paper and electronic format. Work Tasks, Section 2.D Manuals must adhere to style and format requirements as indicated in Section 2.D. Manuals will be available in both paper and electronic formats. Manual style and format will be approved by the Department before printing. E. Delivery and Packaging The Contractor must provide a detailed description of how the Manuals will be sold, packaged, and delivered for Department review and approval as part of their response to this Statement of Work. The description will include, but is not limited to, payment methods that will be accepted, how Manuals will be ordered (internet, telephone, fax), delivery methods and timeframes. In the event that addenda or inserts are necessary and approved by the Department, such addenda or inserts must be delivered with each individual Manual. Work Tasks, Section 2.E Contractor must provide a detailed description of how the Manuals will be sold packaged, and delivered as part of their response. Contractor must be able to provide addenda and inserts with each individual Manual. 3. Performance Standards and Acceptance. a. All of the Contractor s Deliverables related to these commodities or services shall be submitted to the Department s contract manager for review and approval as stated in Section 3. The Department s approval and inspection of Contractor s services shall require no longer than five (5) business days from date of delivery of services, and no longer than fifteen (15) business days for delivery of documentary deliverables such as reports and procedures. The Department reserves the right to reject deliverables as outlined in the Statement of Work as incomplete, inadequate or unacceptable due in whole or in part to the Contractor s lack of satisfactory performance under the terms of this Contract. The Department, at its option, may allow additional time within which the Contractor may remedy the objections noted by the Department and the Department may, after having given the Contractor a reasonable opportunity to complete, make adequate or acceptable said deliverables, including but not limited to reports, declare this Contract to be in default. All status reports must be submitted timely showing tasks or activities worked on, attesting to the level of services provided, hours spent on each task/activity, and upcoming major tasks or activities. b. Performance Standards. The Contractor warrants that: (1) the Services will be performed by qualified personnel, (2) that the services will be of the kind and quality described in the Statement of Work, (3) the services will be performed in a professional and workmanlike 10 of 14

manner in accordance with industry standards and practices, (4) the services shall not and do not infringe upon the intellectual property rights, or any other proprietary rights, of any third party, and (5) that its employees shall comply with any security requirements and processes as provided by the Department, or provided by the Department s customer, for work done at the Department or other locations. The Department reserves the right to investigate or inspect at any time whether the services or qualifications offered by the Contractor meet the Contract requirements. If the Department determines that the qualifications or financial standing are not satisfactory, or that performance is untimely, the Department may terminate the Contract. 4. Financial Consequences. a. Damages for Non-Performance. To the extent that financial consequences are not further specified in the Statement of Work, the following apply. Nothing in this section shall be construed to make the Contractor liable for delays that are beyond its reasonable control. Nothing in this section shall limit the Department s right to pursue its remedies for other types of damages. b. Step-in Rights. i) For noncompliance by the Contractor with tasks related to public records, the Department at its option may enforce these provisions by exercising Step-In rights as described below: ii) If the Department exercises its Step-In rights, the Contractor must cooperate fully with the Department (including its personnel and any third parties acting on behalf of the Department) and shall provide, at no additional charge to the Department, all assistance reasonably required by the Department as soon as possible, including: (1) providing access to all relevant equipment, premises and software under the Contractor s control as required by the Department (or its nominee); and (2) ensuring that the Contractor personnel normally engaged in the provision of the Public Records Tasks are available to the Department to provide assistance which the Department may reasonably request. iii) The Department s Step-In rights will end, and the Department will hand back the responsibility to the Contractor, when the Contractor demonstrates to the Department s reasonable satisfaction that the Contractor is capable of resuming provision of the affected Public Records Tasks in accordance with the requirements of the Statement of Work section 2.A and that the circumstances giving rise to the Step-In right cease to exist and will not recur. iv) The Contractor must reimburse the Department for all reasonable costs incurred by the Department (including reasonable payments made to third parties) in connection with the Department s exercise of Step-In rights and provision of the affected Public Records Tasks (Step-In Costs). v) The Contractor will continue to retain its fee (including that portion which relates to the affected Public Records Tasks) due for the products or services, provided that the Contractor reimburses the Department for the Step-In Costs. If the Contractor fails to reimburse the Department within 30 days of receipt of the Department s demand for payment of Step-In Costs, the Department is entitled to set off such Step-In Costs against pursue other remedies to receive reimbursement for Step-In Costs. 11 of 14

c. Liquidated Damages i) Contractor acknowledges that its failure to meet an agreed upon deadline for delivery of services will damage the Department but that by their nature such damages are impossible to ascertain presently and will be difficult to ascertain in the future. Accordingly, the parties agree upon a reasonable amount of liquidated damages which are not intended to be a penalty and are solely intended to compensate for unknown and unascertainable damages. Liquidated damages shall be assessed on the Contractor for $500.00 per calendar day for each day the Contractor fails to complete agreed upon work after expiration of the time allowed by the Contract, subject to the force majeure provisions of the Contract. Allowing completion after the time allowed shall not act as a waiver of liquidated damages. Nothing in this section shall be construed to make the Contractor liable for delays that are beyond its reasonable control. Nothing in this section shall limit the Department s right to pursue its remedies for other types of damages. ii) Critical Work Tasks Critical Work Tasks include the deliverables described below. The due date for each deliverable is either linked to a specific calendar date or a specific timeline. The due dates for each task will be identified precisely in this Scope of Work or in the contract. If the specified due date falls on a weekend or holiday, then the effective due date will be the next business day. The Manuals must be available for distribution and made available for sale on November 1 of each calendar year. The Contractor will adhere to the revision schedule as defined in Sections 2 and 3, to include the annual Examination Review Workshop revisions. Manual style and format will be approved by the Department before printing. For each default on a Critical Work Task, the Contractor shall be liable to the Department for an amount of five hundred dollars ($500.00) per business day from the occurrence to the correction of the default, as financial consequences for such delay, and not as a penalty. iii) Non-Critical Work Tasks For Work Tasks identified in Section 2 that are not considered Critical Work Tasks as defined above, the Contractor shall submit a Corrective Action Plan to the Department within ten (10) business days from initial written notification by the Department of any default. The Department will notify the Contractor within five (5) business days if the Corrective Action Plan is acceptable. The Department will allow five (5) business days for the Contractor to submit a clarification or revision if the plan is deemed unacceptable to the Department. Upon the Department s acceptance of the plan, the Contractor shall have, at the discretion of the Department, up to ten (10) calendar days to implement and successfully complete the agreed upon plan. For each business day the Contractor fails to timely submit a Corrective Action Plan, the Contractor shall be liable to the Department for an amount of one hundred dollars ($100.00), as financial consequences for such delay, and not as a penalty. For each business day the Contractor fails to correct the default according to the Corrective Action Plan, the Contractor shall be liable to the Department for an amount of one hundred dollars ($100.00), as financial consequences for such delay, and not as a penalty. 12 of 14

5. Contract Period. The contract period for this Scope of Work begins upon contract execution and ends close of business on January 26, 2018. No renewals will be contemplated. 6. Contract Manager. All services will be performed under the direction and control of: Brandi McNealy Contract Manager Division of Agent and Agency Services 200 East Gaines Street, Larson Building Tallahassee, FL 32399-0318 7. Information and Data Security and Confidentiality. Contractor, its employees, subcontractors and agents shall comply with all security procedures of the Department in performance of this Contract. The Contractor shall provide immediate notice to the Department in the event it becomes aware of any security breach and any unauthorized transmission of State data or of any allegation or suspected violation of security procedures of the Department. Except as required by law or legal process and after notice to the Department, Contractor shall not divulge to third parties any confidential information obtained by Contractor or its employees, subcontractors or agents in the course of performing the services. Contractor shall not be required to keep confidential information that is publicly available through no fault of Contractor, material that Contractor developed independently without relying on the State s confidential information, or information that is otherwise obtainable under state law as a public record. See Contract section 6 for additional data security requirements. 13 of 14

ATTACHMENT C: DELIVERABLE SCHEDULE Revision Schedule Deliverables, Including Minimum Performance Standards* The Department will provide a copy of the current Manuals to the Contractor with any current revisions. Contractor will submit draft of new edition to the Department, updated according to analysis of industry, law and rule changes.* Additionally, the Contractor will submit format and style requirements for approval as indicated in 2.D. Department will review draft and return to Contractor with requested revisions Contractor will incorporate revisions and submit second draft document to Department and provide the Department three (3) hard copies or an electronic copy and the testing vendor with an electronic copy* Contractor will deliver three (3) hard copies or an electronic copy of the approved second draft to the test development workshop* Contractor will incorporate the revisions to the Manuals which result from the test development workshop into the final drafts and deliver three (3) hard copies or an electronic copy to the Department and an electronic copy to the testing vendor* Department will return final approved revisions to Contractor with authorization to produce the Manuals Contractor will provide the Department five (5) hard copies and an electronic copy and the current testing vendor with an electronic copy of the Manuals* Contractor will distribute the approved Manuals and make available for sale* Sales Report in accordance with Section 2.C* Due Date Within 10 days of Contract Execution On or about June 15 On or about July 7 On or about July 18 On or about July 18 On or about Aug 31 On or about Sept 12 On or about Sept 25 By November 1 Monthly 14 of 14