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HomeMy WebLinkAboutContract 51819 City Secretary Contract No. 5 FORTWORTH, PROFESSIONAL SERVICES AGREEMENT This PROFESSIONAL SERVICES AGREEMENT ("Agreement") is made and entered into by and between the CITY OF FORT WORTH ("City"), a Texas home rule municipal corporation, acting by and through its duly authorized Assistant City Manager, and Gallagher Benefit Services, Inc. ("Consultant"), a Delaware corporation, and acting by and through its duly authorized Area President — Central Texas. For the purposes of this Agreement, City and Consultant may be referred to as a "party" and collectively referred to as the"parties." AGREEMENT DOCUMENTS: The Agreement documents shall include the following: 1. This Consultant Services Agreement; 2. Exhibit A—Scope of Services; 3. Exhibit B—Price Schedule; and 4. Exhibit C—Verification of Signature Authority Form. Exhibits A, B and C, which are attached hereto and incorporated herein, are made a part of this Agreement for all purposes. In the event of any conflict between the terms and conditions of Exhibits A, B or C and the terms and conditions set forth in the body of this Agreement, the terms and conditions of this Agreement shall control. 1. Scope of Services. Consultant shall provide City with consulting services relating to the City's wellness program. Exhibit"A," - Scope of Services more specifically describes the services to be provided hereunder. Term. This Agreement shall begin on January 1, 2019 ("Effective Date") and shall expire on September 30, 2019 ("Expiration Date"), unless terminated earlier in accordance with this Agreement ("Initial Term"). 3. Compensation. City shall pay Consultant in accordance with the fee schedule of Consultant personnel who perform services under this Agreement in accordance with the provisions of this Agreement and Exhibit "B," — Price Schedule. Total payment made under this Agreement for the first year by City shall be in an amount up to forty nine thousand five hundred dollars ($49,500.00). Consultant shall not perform any additional services or bill for expenses incurred for City not specified by this Agreement unless City requests and approves in writing the additional costs for such services. City shall not be liable for any additional expenses of Consultant not specified by this Agreement unless City first approves such expenses in writing. OFFICIAL.RECORD CITY SECRETARY Professional Services Agreement FT. MWIdpiriK City Secretary Contract No. 4. Termination. 4.1. Written Notice. City or Consultant may terminate this Agreement at any time and for any reason by providing the other party with 30 days' written notice of termination. 4.2 Non-appropriation of Funds. In the event no funds or insufficient funds are appropriated by City in any fiscal period for any payments due hereunder, City will notify Consultant of such occurrence and this Agreement shall terminate on the last day of the fiscal period for which appropriations were received without penalty or expense to City of any kind whatsoever, except as to the portions of the payments herein agreed upon for which funds have been appropriated. 4.3 Duties and Obligations of the Parties. In the event that this Agreement is terminated prior to the Expiration Date, City shall pay Consultant for services actually rendered up to the effective date of termination and Consultant shall continue to provide City with services requested by City and in accordance with this Agreement up to the effective date of termination. Upon termination of this Agreement for any reason, Consultant shall provide City with copies of all completed or partially completed documents prepared under this Agreement. In the event Consultant has received access to City Information or data as a requirement to perform services hereunder, Consultant shall return all City provided data to City in a machine readable format or other format deemed acceptable to City. 5. Disclosure of Conflicts and Confidential Informat>jon. 5.1 Disclosure of Conflicts. Consultant hereby warrants to City that Consultant has made full disclosure in writing of any existing or potential conflicts of interest related to Consultant's services under this Agreement. In the event that any conflicts of interest arise after the Effective Date of this Agreement, Consultant hereby agrees immediately to make full disclosure to City in writing. 5.2 Confidential Information. Consultant, for itself and its officers, agents and employees, agrees that it shall treat all information provided to it by City ("City Information") as confidential and shall not disclose any such information to a third party without the prior written approval of City. 5.3 Public Information Act. City is a government entity under the laws of the State of Texas and all documents held or maintained by City are subject to disclosure under the Texas Public Information Act. In the event there is a request for information marked Confidential or Proprietary, City shall promptly notify Seller.It will be the responsibility of Seller to submit reasons objecting to disclosure. A determination on whether such reasons are sufficient will not be decided by City, but by the Office of the Attorney General of the State of Texas or by a court of competent jurisdiction. 5.3 Unauthorized Access. Consultant shall store and maintain City Information in a secure manner and shall not allow unauthorized users to access, modify, delete or otherwise corrupt City Information in any way. Consultant shall notify City immediately if the security or integrity of any City Information has been compromised or is believed to have been compromised, in which event, Consultant shall, in good faith, use all commercially reasonable efforts to cooperate with City in identifying what information has been accessed by unauthorized Professional Services Agreement Page 2 of 16 City Secretary Contract No. means and shall fully cooperate with City to protect such City Information from further unauthorized disclosure. 6. Right to Audit. Consultant agrees that City shall, until the expiration of three (3) years after final payment under this contract, or the final conclusion of any audit commenced during the said three years, have access to and the right to examine at reasonable times any directly pertinent books, documents, papers and records, including, but not limited to, all electronic records, of Consultant involving transactions relating to this Agreement at no additional cost to City. Consultant agrees that City shall have access during normal working hours to all necessary Consultant facilities and shall be provided adequate and appropriate work space in order to conduct audits in compliance with the provisions of this section. City shall give Consultant reasonable advance notice of intended audits. 7. Independent Contractor. It is expressly understood and agreed that Consultant shall operate as an independent contractor as to all rights and privileges and work performed under this Agreement, and not as agent, representative or employee of City. Subject to and in accordance with the conditions and provisions of this Agreement, Consultant shall have the exclusive right to control the details of its operations and activities and be solely responsible for the acts and omissions of its officers, agents, servants, employees, consultants and subConsultants. Consultant acknowledges that the doctrine of respondeat superior shall not apply as between City, its officers, agents, servants and employees, and Consultant, its officers, agents, employees, servants, Consultants and subConsultants. Consultant further agrees that nothing herein shall be construed as the creation of a partnership or joint enterprise between City and Consultant. It is further understood that City shall in no way be considered a Co-employer or a Joint employer of Consultant or any officers, agents, servants, employees or subConsultant of Consultant. Neither Consultant, nor any officers, agents, servants, employees or subConsultant of Consultant shall be entitled to any employment benefits from City. Consultant shall be responsible and liable for any and all payment and reporting of taxes on behalf of itself, and any of its officers, agents, servants, employees or subConsultant. 8. Liability and Indemnification. 8.1 LIABILITY - CONSULTANT SHALL BE LIABLE AND RESPONSIBLE FOR ANY AND ALL PROPERTY LOSS, PROPERTY DAMAGE AND/OR PERSONAL INJURY, INCLUDING DEATH, TO ANY AND ALL PERSONS, OF ANY KIND OR CHARACTER, WHETHER REAL OR ASSERTED, TO THE EXTENT CAUSED BY THE NEGLIGENT ACT(S) OR OMISSION(S), MALFEASANCE OR INTENTIONAL MISCONDUCT OF CONSULTANT, ITS OFFICERS, AGENTS, SERVANTS OR EMPLOYEES. 8.2 GENERAL INDEMNIFICATION- CONSULTANT HEREBY COVENANTS AND AGREES TO INDEMNIFY, HOLD HARMLESS AND DEFEND CITY, ITS OFFICERS, AGENTS, SERVANTS AND EMPLOYEES, FROM AND AGAINST ANY AND ALL CLAIMS OR LAWSUITS OF ANY KIND OR CHARACTER, WHETHER REAL OR ASSERTED, FOR EITHER PROPERTY DAMAGE OR LOSS (INCLUDING ALLEGED DAMAGE OR LOSS TO CONSULTANT'S BUSINESS AND ANY RESULTING LOST PROFITS) AND/OR PERSONAL INJURY, INCLUDING DEATH, TO ANY AND ALL PERSONS,ARISING OUT OF OR IN CONNECTION WITH THIS AGREEMENT, TO THE EXTENT CAUSED BY THE NEGLIGENT ACTS OR OMISSIONS OR MALFEASANCE OF CONSULTANT,ITS OFFICERS,AGENTS,SERVANTS OR EMPLOYEES. Professional Services Agreement Page 3 of 16 City >ecretary Contract No. 8.3 INTELLECTUAL PROPERTY INDEMNIFICATION— Consultant agrees to defend, settle, or pay, at its own cost and expense, any claim or action against City for infringement of any patent, copyright, trade mark, trade secret, or similar property right arising from City's use of the software and/or documentation in accordance with this Agreement, it being understood that this agreement to defend, settle or pay shall not apply if City modifies or misuses the software and/or documentation. So long as Consultant bears the cost and expense of payment for claims or actions against City pursuant to this section, Consultant shall have the right to conduct the defense of any such claim or action and all negotiations for its settlement or compromise and to settle or compromise any such claim; however, City shall have the right to fully participate in any and all such settlement, negotiations, or lawsuit as necessary to protect City's interest, and City agrees to cooperate with Consultant in doing so. In the event City, for whatever reason, assumes the responsibility for payment of costs and expenses for any claim or action brought against City for infringement arising under this Agreement, City shall have the sole right to conduct the defense of any such claim or action and all negotiations for its settlement or compromise and to settle or compromise any such claim; however, Consultant shall fully participate and cooperate with City in defense of such claim or action. City agrees to give Consultant timely written notice of any such claim or action, with copies of all papers City may receive relating thereto. Notwithstanding the foregoing, City's assumption of payment of costs or expenses shall not eliminate Consultant's duty to indemnify City under this Agreement. If the software and/or documentation or any part thereof is held to infringe and the use thereof is enjoined or restrained or,if as a result of a settlement or compromise, such use is materially adversely restricted, Consultant shall, at its own expense and as City's sole remedy, either: (a) procure for City the right- to continue to use the software and/or documentation; or (b) modify the software and/or documentation to make it non- infringing, provided that such modification does riot materially adversely affect City's authorized use of the software and/or documentation; or (c) replace the software and/or documentation with equally suitable, compatible, and functionally equivalent non- infringing software and/or documentation at no additions I charge to City; or (d) if none of the foregoing alternatives is reasonably available to Consultant terminate this Agreement, and refund all amounts paid to Consultant by City, subsequent to which termination City may seek any and all remedies available to City under law. 9. Assignment and Subcontracting. 9.1 Assignment. Consultant shall not assign or subcontract any of its duties, obligations or rights under this Agreement without the prior written consent of City. If City grants consent to an assignment, the assignee shall execute a written agreement with City and Consultant under which the assignee agrees to be bound by the duties and obligations of Consultant under this Agreement. Consultant and Assignee shall be jointly liable for all obligations of Consultant under this Agreement prior to the effective date of the assignment. 9.2 Subcontract. If City grants consent to a subcontract, sub Consultant shall execute a written agreement with Consultant referencing this Agreement under which sub Consultant shall agree to be bound by the duties and obligations of Consultant under this Agreement as such duties and obligations may apply. Consultant shall provide City with a fully executed copy of any such subcontract. Professional Services Agreement Page 4 of 16 City Secretary Contract No. 10. Insurance. Consultant shall provide City with certificate(s) of insurance documenting policies of the following types and minimum coverage limits that are to be in effect prior to commencement of any work pursuant to this Agreement: 10.1 Coverage and Limits (a) Commercial General Liability: $1,000,000 - Each Occurrence $2,000,000 - Aggregate (b) Automobile Liability: $1,000,000- Each occurrence on a combined single limit basis Coverage shall be on any vehicle used by Consultant, its employees, agents, representatives in the course of providing services under this Agreement. "Any vehicle" shall be any vehicle owned, hired and non-owned. (c) Worker's Compensation: Statutory limits according to the Texas Workers' Compensation Act or any other state workers' compensation laws where the work is being performed Employers' liability $100,000 - Bodily Injury by accident; each accident/occurrence $100,000 - Bodily Injury by disease; each employee $500,000 - Bodily Injury by disease; policy limit (d) Professional Liability(Errors & Omissions): $1,000,000- Each Claim Limit $1,000,000- Aggregate Limit Professional Liability coverage may be provided through an endorsement to the Commercial General Liability (CGL) policy, or a separate policy specific to Professional E&O. Either is acceptable if coverage meets all other requirements. Coverage shall be claims-made, and maintained for the duration of the contractual agreement and for two (2) years following completion of services provided. An annual certificate of insurance shall be submitted to City to evidence coverage. 10.2 General Requirements (a) The commercial general liability policy shall name City as an additional insured thereon, as its interests may appear. The term City shall include its employees, officers, officials, agents, and volunteers in respect to the contracted services. Professional Services Agreement Page 5 of 16 City Secretary Contract No. (b) A minimum of Thirty (30) days' notice of cancellation or reduction in limits of coverage shall be provided to City. Ten (10) days' notice shall be acceptable in the event of non-payment of premium.Notice shall be sent to the Risk Manager, City of Fort Worth, 200 Texas Street, Fort Worth, Texas 76102, with copies to the Fort Worth City Attorney at the same address. Professional Services Agreement Page 6 of 16 City Secretary Contract No. (c) Consultant warrants and represents that said policies shall not be canceled, permitted to expire, or changed without being replaced so that there is not coverage gap. (d) The insurers for all policies must be licensed and/or approved to do business in the State of Texas. All insurers must have a minimum rating of A- VII in the current A.M. Best Key Rating Guide, or have reasonably equivalent financial strength and solvency to the satisfaction of Risk Management. If the rating is below that required, written approval of Risk Management is required. (e) Any failure on the part of City to request required insurance documentation shall not constitute a waiver of the insurance requirement. (f) Certificates of Insurance evidencing that Consultant has obtained all required insurance shall be delivered to the City prior to Consultant proceeding with any work pursuant to this Agreement. 11. Compliance with Laws, Ordinances,Rules and Regulations. Consultant agrees that in the performance of its obligations hereunder, it shall comply with all applicable federal, state and local laws, ordinances, rules and regulations and that any work it produces in connection with this Agreement will also comply with all applicable federal, state and local laws, ordinances, rules and regulations. If City notifies Consultant of any violation of such laws, ordinances, rules or regulations, Consultant shall immediately desist from and correct the violation. 12. Non-Discrimination Covenant. Consultant, for itself, its personal representatives, assigns, sub-Consultants and successors in interest, as part of the consideration herein, agrees that in the performance of Consultant's duties and obligations hereunder, it shall not discriminate in the treatment or employment of any individual or group of individuals on any basis prohibited by law. IF ANY CLAIM ARISES FROM AN ALLEGED VIOLATION OF THIS NON-DISCRIMINATION COVENANT BY CONSULTANT, ITS PERSONAL REPRESENTATIVES, ASSIGNS, SUBCONSULTANTSS OR SUCCESSORS IN INTEREST, CONSULTANT AGREES TO ASSUME SUCH LIABILITY AND TO INDEMNIFY AND DEFEND CITY AND HOLD CITY HARMLESS FROM SUCH CLAIM. 13. Notices. Notices required pursuant to the provisions of this Agreement shall be conclusively determined to have been delivered when (1) hand-delivered to the other party, its agents, employees, servants or representatives, (2) delivered by facsimile with electronic confirmation of the transmission, or(3)received by the other party by United States Mail, registered, return receipt requested, addressed as follows: Professional Services Agreement Page 7 of 16 City Secretary Contract No. To CITY: To CONSULTANT: City of Fort Worth Gallagher Benefit Services, Inc. Attn: Susan Alanis,Assistant City Manager Ian Goodman, MPH, Health Management Consultant 200 Texas Street 221 West Sixth Street, Suite 1980 Fort Worth,TX 76102-6314 Austin, TX 78701 Facsimile: (817)392-8654 Facsimile: `_i 1.2-499-0412 With copy to Fort Worth City Attorney's Office at same address 14. Solicitation of Employees. Neither City nor Consultant shall, during the term of this Agreement and additionally for a period of one year after its termination, solicit for employment or employ, whether as employee or independent contractor, any person who is or has been employed by the other during the term of this Agreement, without the prior written consent of the person's employer. Notwithstanding the foregoing, this provision shall not apply to an employee of either party who responds to a general solicitation of advertisement of employment by either party. 15. Governmental Powers. It is understood and agreed that by execution of this Agreement, City does not waive or surrender any of its governmental powers or immunities. 16. No Waiver. The failure of City or Consultant to insist upon the performance of any term or provision of this Agreement or to exercise any right granted herein shall not constitute a waiver of City's or Consultant's respective right to insist upon appropriate performance or to assert any such right on any future occasion. 17. Governing Law / Venue. This Agreement shall be construed in accordance with the laws of the State of Texas. If any action, whether real or asserted, at law or in equity, is brought pursuant to this Agreement, venue for such action shall lie in state courts located in Tarrant County, Texas or the United States District Court for the Northern District of Texas,Fort Worth Division. 18. Severability. If any provision of this Agreement is held to be invalid, illegal or unenforceable, the validity, legality and enforceability of the remaining provisions shall not in any way be affected or impaired. 19. Force Maieure. City and Consultant shall exercise their best efforts to meet their respective duties and obligations as set forth in this Agreement, but shall not be held liable for any delay or omission in performance due to force majeure or other causes beyond their reasonable control, including, but not limited to, compliance with any government law, ordinance or regulation, acts of God, acts of the public enemy, fires, strikes, lockouts, natural disasters,weirs,riots, material or labor restrictions by any governmental authority,transportation problems and/or any other similar causes. 20. Headings not Controlling. Headings and titles used in this Agreement are for reference purposes only, shall not be deemed a part of this Agreement, and arc not intended to define or limit the scope of any provision of this Agreement. 21. Review of Counsel. The parties acknowledge that each party and its counsel have reviewed and revised this Agreement and that the normal rules of construction to the effect that any ambiguities are to be resolved against the drafting party shall not be employed in the interpretation of this Professional Services Agreement Page 8 of 16 City Secretary Contract No. Agreement or Exhibits A,B, and C. 22. Amendments /Modifications/Extensions. No amendment, modification, or extension of this Agreement shall be binding upon a party hereto unless set forth in a written instrument, which is executed by an authorized representative of each party. 23. Entirety of Agreement. This Agreement, including Exhibits A, B and C, contains the entire understanding and agreement between City and Consultant, their assigns and successors in interest, as to the matters contained herein. Any prior or contemporaneous oral or written agreement is hereby declared null and void to the extent in conflict with any provision of this Agreement. 24. Counterparts. This Agreement may be executed in one or more counterparts and each counterpart shall, for all purposes, be deemed an original, but all such counterparts shall together constitute one and the same instrument. 25. Warranty of Services. Consultant warrants that its services will be of a high quality and conform to generally prevailing industry standards. City must give written notice of any breach of this warranty within thirty (30) days from the date that the services are completed. In such event, at Consultant's option, Consultant shall either (a) use commercially reasonable efforts to re-perform the services in a manner that conforms with the warranty, or(b) refund the fees paid by City to Consultant for the nonconforming services. 26. Immigration Nationality Act. Consultant shall verify the identity and employment eligibility of its employees who perform work under this Agreement, including completing the Employment Eligibility Verification Form (I-9). Upon request by City, Consultant shall provide City with copies of all I-9 forms and supporting eligibility documentation for each employee who performs work under this Agreement. Consultant shall adhere to all Federal and State laws as well as establish appropriate procedures and controls so that no services will be performed by any Consultant employee who is not legally eligible to perform such services. CONSULTANT SHALL INDEMNIFY CITY AND HOLD CITY HARMLESS FROM ANY PENALTIES,LIABILITIES, OR LOSSES DUE TO VIOLATIONS OF THIS PARAGRAPH BY CONSULTANT, CONSULTANT'S EMPLOYEES, SUBCONTRACTORS, AGENTS, OR LICENSEES. City, upon written notice to Consultant, shall have the right to immediately terminate this Agreement for violations of this provision by Consultant. 27. Ownership of Work Product. City shall be the sole and exclusive owner of all reports, work papers, procedures, guides, and documentation, created, published, displayed, and/or produced in conjunction with the services provided under this Agreement (collectively, "Work Product"). Further, City shall be the sole and exclusive owner of all copyright, patent, trademark, trade secret and other proprietary rights in and to the Work Product. Ownership of the Work Product shall inure to the benefit of City from the date of conception, creation or fixation of the Work Product in a tangible medium of expression (whichever occurs first). Each copyrightable aspect of the Work Product shall be considered a "work-made-for-hire" within the meaning of the Copyright Act of 1976, as amended. If and to the extent such Work Product, or any part thereof, is not considered a "work-made-for-hire" within the meaning of the Copyright Act of 1976, as amended, Consultant hereby expressly assigns to City all exclusive right, title and interest in and to the Work Product, and all copies thereof, and in and to the copyright, patent, trademark, trade secret, and all other proprietary rights therein, that City may have or obtain, without further consideration, free from any claim, lien for balance due, or rights of retention thereto on the part of City. 28. Signature Authority. The person signing this Agreement hereby warrants that he/she Professional Services Agreement Page 9 of 16 City Secretary Contract No. has the legal authority to execute this Agreement on behalf of the respective party, and that such binding authority has been granted by proper order, resolution, ordinance or other authorization of the entity. This Agreement and any amendment hereto, may be executed by any authorized representative of Consultant whose name, title and signature is affixed on the Verification of Signature Authority Form, which is attached hereto as Exhibit"C". Each party is fully entitled to rely on these warranties and representations in entering into this Agreement or any amendment hereto. 29. Chante in Company Name or Ownership. Consultant shall notify City's Purchasing Manager, in writing, of a company name, ownership, or address change for the purpose of maintaining updated City records. The president of Consultant or authorized official must sign the letter. A letter indicating changes in a company name or ownership must be accompanied with supporting legal documentation such as an updated W-9, documents filed with the state indicating such change, copy of the board of director's resolution approving the action, or an executed merger or acquisition agreement. Failure to provide the specified documentation so may adversely impact future invoice payments. 30. No Boycott of Israel. Consultant acknowledges that in accordance with Chapter 2270 of the Texas Government Code, the City is prohibited from entering into a contract with a company for goods or services unless the contract contains a written verification from the company that it: (1) does not boycott Israel; and (2)will not boycott Israel during the term of the contract. The terms "boycott Israel" and "company" shall have the meanings ascribed to those terms in Section 808.001 of the Texas Government Code. By signing this contract, Consultant certifies that Consultant's signature provides written verification to the City that Consultant: (1) does not boycott Israel; and (2) will not boycott Israel during the term of the contract. IN WITNESS WHEREOF, the parties hereto have executed this Agreement in multiples as of the last date signed below. (Signature page follows) Professional Services Agreement Page 10 of 16 City Secretary Contract No. ACCEPTED AND AGREED: CITY OF FORT WORTH: CONTRACT COMPLIANCE MANAGER: By signing I acknowledge that I am the person r responsible for the monitoring and administration of this By: C_..,_. contract,including ensuring all performance and Name: Su an lanis reporting requirements. Title: Assistant City Manager Date: l l ,20 By: Name: APPROVAL Title: V. d� APPROVED AS TO FORM AND LEGALITY: By: Namwtwmao� Title: > gBy: Name: JoVA. Strong ATTEST: Title: Msistant City Att ey ONTRACT AUTHORIZATION: •� ' &c: AN By: Name: . aryKayse Title: City Secretary CONSULTANT: Gallagher Benefit Services,Inc. ATTEST: �;"By: By: Name: o an, Name: Title: Health Ma gement Consultant Title: Date: fan _,2019 FOFFICiA emr Professional Services Agreement FT WOW.161 EXHIBIT A SCOPE OF SERVICES The following scope outlines the work that will be completed for the City of Fort Worth to identify, analyze and provide findings and recommendations of their current and future employee offerings and services. Gallagher Benefits Services will provide their services to meet the below objectives provided by City of Fort Worth. OBJECTIVE 1 1 Review& evaluate current wellness offerings and services Resource Inventory (one onsite meeting +additional vendor calls as needed) Gallagher will dig deep into the resources currently available for employees and the culture within your organization as it relates to your employees' health and wellbeing. • This exercise will uncover strengths, weaknesses, and opportunities inside of your current health and wellbeing initiatives and allow Gallagher to develop goals and objectives as they relate to total wellbeing. T • The tool will also assess how your employees will stay healthy, both physically and mentally, while working in your existing culture. • Our inventory and assessment will provide recommendations you need to establish (or re-establish) a strong and sustainable wellbeing initiative framework. • Education on culture vs. clinical wellness programs and identify gaps, overlaps and opportunities. Stakeholder Interviews one onsite meeting prior to the employee focus groups) As cornerstones of successful strategy development, it is our objective to align your company goals with strategies around leadership commitment, integrated solutions, personalized ongoing interventions, and employee engagement drivers. • This is designed to uncover the perception, as well as the interests and health/wellbeing desires of your employees. In other words, the survey seeks to determine whether your current health and wellbeing offerings are of importance or well received /by your employees. • By using these data collection mechanisms, we will collect the information appropriate for assessing your current wellbeing initiatives, while also learning how to modify your efforts to achieve health-related/wellbeing goals in the future. o The feedback data collected can guide your decisions and progress your wellbeing initiatives forward by offering items that are of great importance to your employees. o Focus groups make employees feel like their interests and opinions are of importance to the company and are being taken into account. o As a result, they may be more inclined to get involved in the wellbeing efforts within your organization. o As part of this offering, clients will typically identify three-to-four key stakeholders they'd like Gallagher to interview as part of this process. The stakeholders typically include members from Executive Leadership, Human Resources and Benefits, and Management. Professional Services Agreement—Exhibit B Page 12 of 16 City Secretary Contract No. OBJECTIVE 21 Benchmarking comparison of organizations similar in size, demographic & services offered Benchmarking Survey & Strategy A customized benchmarking survey will be conducted based on the companies the City has provided. Each company identified will be contacted to complete the survey, (up to two attempts), to obtain agreement to participate in the survey. Gallagher will utilize the company list provided by City of Fort Worth. As part of this project, Gallagher will provide a summary report to share all information gathered and identify opportunities for the City of Fort Worth to explore. Workforce Evaluation (one onsite meeting) Workforce Evaluation is Gallagher's proprietary methodology that provides valuable insight into your employee population and examines the underlying trends that affect your human capital strategy. Workforce evaluation provides the foundation for a strategic conversation about human capital goals, workforce trends, and total wellbeing. A Workforce Evaluation can help City of Fort Worth: • Differentiate key talent • Enhance employee value proposition • Manage total rewards spend • Track human capital KPIs OBJECTIVE 3 1 Health Center Integration Evaluation Onsite Health Center Consultation (one onsite meeting) This service will support City of Fort Worth's evaluation on the current state of the onsite clinic and opportunities for Texas Health Resources, (THR), and onsite health center team. Gallagher will dive into current services and explore additional opportunities to integrate existing City of Fort Worth resources, services and initiatives. Gallagher will provide THR additional vendor information as needed and assist with developing strategies and recommendations to drive engagement to the clinic. This consultation will help identify: • Gaps in care to better support members • Opportunities to establish connection between the Health Center and other services • A foundation for long term Health Center integration Vendor Summit (one onsite meeting) A vendor summit will allow an open atmosphere where all of your vendors (SimplyWell, Texas Health Resources, etc) can share services, best practices, and resources on how they can collaboratively work together, in conjunction with Gallagher, to enable City of Fort Worth to become a Best in Class Employer. Gallagher will assist in bringing all of your vendors together to identify current offerings, services, and contracts. This summit will allow for a goal-setting session and an integrated approach to wellbeing, communications, and engagement with all vendors in the same place. By hosting a vendor summit, we often see the following outcomes: • A foundation is established for partnership among vendors • Integration in a multi-partner environment • Collaboration to address the potential challenges and opportunities for City of Fort Worth Professional Services Agreement Page 13 of 16 City Secretary Contract No. • Vendors are more willing to share data with each other and collaborate • Focus areas and wellbeing targets can be identified with defined roles and responsibilities outlined for communications, action plans}, follow up, and evaluation OBJECTIVE 4 ( Data to measure success of programs Success Reporting (one onsite meeting) Evaluate current success metrics and tracking that the City of Fort Worth has in place. Gallagher will work to obtain vendor reporting from all City of Fort Worth's current vendors and determine opportunities. Gallagher will use these vendor reports to set a baseline for utilization and engagement. Gallagher and City of Fort Worth will discuss additional success metrics that can be tracked and reported on in conjunction with vendors. Gallagher will work to gather all information and will present suggestions for additional metrics and customized success metrics to City of Fort Worth. TIER 2 Consulting Package Wellbeing Resource Review of all vendors and available resources Inventory • Onsite 1.5 hour meeting to gather information from stakeholders I (Objective 1) aboutwellbeing resources at your worksite using Gallagher's proprietary resource inventory • Onsite 1 hour meeting to review lire resource inventory report with j a summaryof current resources, opportunities for added resources, and recommendations around building employee awareness and engagement in the resources j Custom Wellbeing Strategy • Report highlighting trends in the wellness industry and how other Benchmarking employersare designing and implementing wellbeing strategies (Objective 2) • Include list of Blue Zone companiE!s provided by the City of FortWorth i Onsite Health Center . Comprehensive review of your Health Center(s) Integration Consultation • Review of reporting capabilities (Objective 3) Strategic development of a best practice strategy document Workforce Evaluation . Gallagher's proprietary methodology that provides valuable insights (Objective 2) into your employee population anc examines the underlying trends that affect yourpeople strategy Customized Measures of Review of available data and development of detailed goals Success Reporting and measurable objectives (Objective 4) • Development of a customized measures of success document with meaningful suggestions • Review of measures of success document with programming suggestions Professional Services Agreement Page 14 of 16 City Secretary Contract No. EXHIBIT B PRICE SCHEDULE Project fees: $49,500. Professional Services Agreement Page 15 of 16 EXHIBIT C VERIFICATION OF SIGNATURE AUTHORITY Gallagher Benefit Services,Inc. 221 West Sixth Street, Suite 1980 Austin, TX 78701 Execution of this Signature Verification Form ("Form") hereby certifies that the following individuals and/or positions have the authority to legally bind Consultant and to execute any agreement, amendment or change order on behalf of Consultant. Such binding authority has been granted by proper order, resolution, ordinance or other authorization of Consultant. City is fully entitled to rely on the warranty and representation set forth in this Form in entering into any agreement or amendment with Consultant. Consultant will submit an updated Form within ten (10) business days if there are any changes to the signatory authority. City is entitled to rely on any current executed Form until it receives a revised Form that has been properly executed by Consultant. 1. Name: t-ca'\ MQU�� Position: re 2. Name: Position: Signature 3. Name: Position: Signature Name: Sign re of Pr- e ident/CEO e: 1 Other Titl \' )S Date: Professional Services Agreement—Exhibit C Page 16 of 16