Group Prepaid Legal Insurance Services (rebid) · 2018-05-25 · 1. Consultation Unlimited telephone consultations on any personal leg LegalShield does not have an out of network

55

66

Bid Tabulation Packetfor

Solicitation OPN2116245P2

Group Prepaid Legal Insurance Services (rebid)

Bid Designation: Public

Broward County Board of County Commissioners

OPN2116245P2Broward County Board ofCounty Commissioners

BidSync4/9/2018 p. 1

5

6

Pre -Paid Legal Service, Inc. dba LegalShield

Bid Contact Alicia Underwood

[email protected]

Ph 580-310 -7665

Address One Pre-Paid Way

Ada, OK 74820

Bid Notes All of the attachments are included. The monthly rate is $15.25

Item # Line Item Notes Unit Price Qty/Unit Total Price Attch. Docs

OPN2116245P2 --01-01 Flat Rate

Plan: 2018

Group

Prepaid Legal

Services:

2018

Employee

Flat Rate

Premium (Bi -

Weekly Rate)

Supplier

Product

Code:

Supplier

Notes:

The

monthly

rate is

$15.25.

First Offer - $7.04 1652 / each $11,630.08 Y Y

Lot Total $11,630.08



Plan: 2019

Group

Prepaid Legal

Services:

2019

Employee

Flat Rate

Premium (Bi -

Weekly Rate)

Supplier

Product

Code:

Supplier

Notes:

The

monthly

rate is

$15.25.

First Offer - $7.04 1652 / each $11,630.08 Y




Plan: 2020

Group

Prepaid

Legal

Services:

2020

Employee

Flat Rate

Premium

(Bi-Weekly

Rate)

Supplier

Product

Code:

Optional

Renewal

1 (Bi -

weekly

rate) :

7.04

Optional

Renewal

2 (Bi -

weekly

rate) :

7.04

Supplier

Notes:

The

monthly

rate is

$15.25.



Supplier Total $34,890.24



5

6


Bid Contact Alicia Underwood

[email protected]

Ph 580-310 -7665

Address One Pre-Paid Way

Ada, OK 74820

Bid Notes All of the attachments are included. The monthly rate is $15.25



Plan: 2018

Group

Prepaid Legal

Services:

2018

Employee

Flat Rate

Premium (Bi -

Weekly Rate)

Supplier

Product

Code:

Supplier

Notes:

The

monthly

rate is

$15.25.

First Offer - $7.04 1652 / each $11,630.08 Y Y




Plan: 2019

Group

Prepaid Legal

Services:

2019

Employee

Flat Rate

Premium (Bi -

Weekly Rate)

Supplier

Product

Code:

Supplier

Notes:

The

monthly

rate is

$15.25.





Plan: 2020

Group

Prepaid

Legal

Services:

2020

Employee

Flat Rate

Premium

(Bi-Weekly

Rate)

Supplier

Product

Code:

Optional

Renewal

1 (Bi -

weekly

rate) :

7.04

Optional

Renewal

2 (Bi -

weekly

rate) :

7.04

Supplier

Notes:

The

monthly

rate is

$15.25.



Supplier Total $34,890.24



55

66


Item: Flat Rate Plan: 2018 Group Prepaid Legal Services:2018 Employee Flat Rate Premium (Bi -Weekly Rate)

Attachments

3b_Fillable_PlanDesignQuestio LS.pdf

BidDocumentsDownload LS.pdf

Broward County legal plan.pdf

Executive Summary Broward County.docx

FL NATIONAL PLAN LSFL590.517.pdf

FL --LSI dba LS.pdf

Group Radius Report - Broward Format Radius.xlsx

Implementation Timeline Sample.docx

Vendor_Reference_Verification_fillable_Form_R2114349P1_Legal_Svcs AG.pdf

Vendor_Reference_Verification_fillable_Form_R2114349P1_Legal_SvcsCCC.pdf

Vendor_Reference_Verification_fillable_Form_TOJ.pdf

LSFL590.EMP.PDF



Vendor Name: Pre-Paid Legal Services, Inc. of F

Legal Service InNetwork BenefitDescribe covered benefits & any exclusions or limitations

OutofNetwork BenefitDescribe covered benefits & any exclusions or limitations

1. Consultation Unlimited telephone consultations on any personal leg LegalShield does not have an out of network system.

2. ConsumerSeller Protection Consultation, preparation, review, and court represen

3. Preparation of Wills, Living Wills, Durable Power of Attorney, & Simple Trusts

Consultation, preparation and review of a simple and

4. Estate Planning Covered - Living Wills/Physician's Directive/Power of

5. Civil Actions as Plaintiff Advice, consultation, document review and 25% pref

6. Civil Actions as Defendant onsultation, preparation, review, and representation

7. Adoptions The plan covers all legal services, including represent

8. Real Estate Transactions Consultation, preparation, review, and court represen

9. Insurance Law Office consultation, phone consultation, document rev

10. Landlord/Tenant Law Consultation, preparation, and review for the Particip

11. Traffic Violations Consultation, preparation, review, negotiations, and c

12. Preparation of Legal Documents Covered

13. Change of Name Consultation, preparation, review, and court represen

14. Estate Administration Covered - Living Wills/Physician's Directive/Power of

15. Defense of Juveniles Consultation, preparation, review, and juvenile court

16. Family Law Covered- Guardianship/Conservatorship/Elder Care Is

17. Criminal Violations Office consultation, phone consultation, document rev

18. Guardianship Consultation, preparation, review and representation

19. Contingency Fee Contingency fee matters or flat rate fee arrangement

20. Bankruptcy Consultation, preparation, review, and court represen

21. Immigration (E.g.: Visa Extensions, Naturalization, Deportation, etc.)

Consultation, and review (including affidavits and pow

22. Business Law Not covered under the plan

23. All Other Legal Matters Covered under advice, consultation and the 25% Pref

24. Identity Theft Protection Consultation, preparation, and review by a Provider L

25. Financial and Tax Planning No

26. IRS Audit Protection Consultation, preparation, review, and court represen

27.28.29.30.31.32.33.34.35. 3.27.2018

Include any extra additional services offered (over #35) in a separate document

Supplier Response Form

Plan Design Questionnaire 2Group Prepaid Legal Insurance (rebid)

Company Name: Pre-Paid Legal Services, Inc. of F

PROPOSER is asked to provide a Certificate of Insurance or Benefit Design Summary describing the level of coverage for the services listed above; and highlight any enhancements, limitations, exclusions, or other conditions of coverage.

Please enter your password below and click Save to update your response.Please be aware that typing in your password acts as your electronic signature, which is just as legal and binding as an original signature. (See Electronic Signatures in Global and National Commerce Act for more information.)

To take exception:1) Click Take Exception. 2) Create a Word document detailing your exceptions. 3) Upload exceptions as an attachment to your offer on BidSync's system. By completing this form, your bid has not yet been submitted. Please click on the place offer button to finish filling out your bid.

Page 1 of 2DPX Form

3/28/2018https://www.bidsync.com/DPXViewer/3b_Fillable_PlanDesignQuestionnaire-2_OPN2116...



Username [email protected] *

Save Take Exception Close

* Required fields

Page 2 of 2DPX Form

3/28/2018https://www.bidsync.com/DPXViewer/3b_Fillable_PlanDesignQuestionnaire-2_OPN2116...



Evaluation Criteria Response Form

The completed Evaluation Criteria Response Form should be returned with Vendor’s submittal. If notprovided with submittal, the Vendor must submit within three business days of County’s request. Failure totimely submit may affect Vendor’s evaluation or deem vendor non-responsible.

Evaluation Criteria Response Form:

The responding vendor must complete the Evaluation Criteria Response Form (pdf fillable file) with

responses corresponding to each numbered item in text format only. Each Evaluation Criteria response

should be succinct and include only relevant information which best answers the item. Do not include

graphs, charts, resumes, tables, pictures, etc., in the Evaluation Criteria Response Form. Each Evaluation

Criteria response allows for a maximum of 2100 characters of text only.

Instructions for uploading: Download document, save as the pdf fillable document (do not save as any

other type of document), complete form and upload form as the fillable pdf file. DO NOT APPLY ANY TYPE

OF SECURITY, ALTER OR OTHERWISE MANIPULATE THE DOCUMENT. DO NOT PRINT TO PDF OR

SCAN DOCUMENT BEFORE UPLOADING TO BIDSYNC.

Evaluation Criteria Response Form (Supplemental Information):

If the Vendor’s evaluation criteria response needs to reference additional Information to supplement their

response to an item such as graphs, resumes, tables, org charts, etc., include only the supplemental

information as an attachment appropriately labeled as follows: Supplemental Information - Title - Evaluation

Criteria Item Number (ex. Supplemental Information - Resume John Doe – Evaluation Criteria 1b.)

The Supplemental Information should be uploaded to BidSync as separate pdf files (attachments) and not

combined with the vendor’s completed Evaluation Criteria Response Form.

Check here to indicate that Vendor agrees it has read and will comply with the submission instructions above.


BidSync4/9/2018 p. 10

Evaluation Criteria Response FormRFP/RLI/RFQ Number and Title OPN2116245P2 - Group Prepaid Legal Insurance

Services (rebid)

Vendor Name

Vendor Address

Evaluation Criteria Vendor Response

1. LOCATION - 5 POINTS

Refer to Vendor’s Business Location Attestation Form and submit as instructed.

Vendor with a principal place of business location (also known as the nerve

center) within Broward County for the last six months, prior to the solicitation

submittal, will receive five points; a Vendor not meeting all of the local business

requirements will receive zero points. The following applies for a Vendor

responding as a Joint Venture (JV): if a member of the JV has 51% or more of

the equity and meets all of the local business requirements, the JV will receive

three points; if a member of the JV has 30 to 50% of the equity and meets all of

the local business requirements, the JV will receive two points; and if a member

of the JV has 10% to 29% of the equity and meets all of the local business

requirements, the JV will receive one point. Submit your firm’s State of Florida

Department of Corporations website listing as evidence of your firm’s primary

business location.

Point Value: 5

2. COMPANY PROFILE, CHARACTERISTICS OF FIRM AND STAFFING -

18 POINTS

2a. Provide basic information for proposing company:

i. Number of years in the Group Prepaid Legal Insurance Services business

ii. Total number of current employees

iii. Average seniority of current employees

iv. Describe the company’s organization, philosophy, management.

Point Value: 3

2b. List Key Members of proposed Account Team who will provide professional,

customer service and/or technical support services on this contract. Include:

i. Name and contact information.

ii. Job title and number of years of service with your organization and brief

resume covering at least the last 5 years.

iii. Location of the office they will be working from.

Point Value: 3


BidSync4/9/2018 p. 11

2c. How does your Company rank nationally?

i. By case/premium and products offered?

ii. Provide your firms Industry Rating by either AM Best, Fitch, Moody’s, or

Standard & Poor’s

Point Value: 3

2d. Provide a list of the governmental and or public entities, similar or greater in

size (number of insured) to Broward County, that the Company has provided

pre-paid legal services for over the last five (5) years.

i. Provide address, and verified current contact information including

telephone number and e-mail address.

Point Value: 3

2e. What are the total numbers?

i. Number of attorneys in Miami-Dade, Broward, Palm Beach County area

ii. Number of attorneys by area of expertise

Point Value: 3

2f. Analysis of Geographic Access Report

Point Value: 3

3. QUALITY OF SERVICE AND CUSTOMER SERVICE - 12 POINTS

3a. Please describe your overall customer service strategy for Group Prepaid

Legal Insurance Services

i. Include location, hours of operation and duties of any call centers and

their toll free number

Point Value: 3


BidSync4/9/2018 p. 12

3b. After contacting an attorney, what is the average time before the member is

able to meet with the attorney?

Point Value: 3

3c. How do you ensure your attorneys are licensed in the State of Florida and

continually remain in good standing? Is this information available to enrollees?

Point Value: 3

3d. What materials/services do you provide to support non-English speaking

employees and hearing impaired callers?

Point Value: 3

4.ENROLLMENT AND IMPLEMENTATION - 5 POINTS

4a. Explain how you will work with the County to ensure a smooth

implementation and open enrollment experience?

i.Describe the role of the Implementation Manager at your company.

ii. How do they interact with the County Benefits Staff?

iii.Describe in detail your company’s timeframe for implementation

Point Value: 3

4b. Production and mailing costs for Welcome Kit included in your rates?

Point Value: 2

5.ANALYSIS OF PROJECT SPECIFIC VENDOR QUESTIONNAIRE AND

PERFORMANCE GUARANTEES- 10POINTS

5a. Project Specific Vendor Questionnaire

Point Value: 5


BidSync4/9/2018 p. 13

5b. Performance Guarantees

Point Value: 5

6.ANALYSIS OF PLAN DESIGN QUESTIONNAIRE 1 & 2 - 40 POINTS

6a. Provides comprehensive services for document preparation

Point Value: 10

6b. Provides comprehensive telephonic/office consultation

Point Value: 10

6c. Provides comprehensive representation

Point Value: 10

6d. Provides an out-of-network benefit

Point Value: 10

7.PRICE - 10 POINTS

7a. Submit your pricing in the Item Response Form in BidSync**

Point Value: 10

Please submit price information into BidSync.


BidSync4/9/2018 p. 14

Vendor Questionnaire Form

The completed Vendor Questionnaire Form and supporting information (if applicable) should be returned

with Vendor’s submittal. If not provided with submittal, the Vendor must submit within three business days

of County’s request. Failure to timely submit may affect Vendor’s evaluation.

If a response requires additional supporting information, the Vendor should provide a written

detailed response as indicated on the form. The completed questionnaire and responses will become

part of the procurement record. It is imperative that the person completing the Vendor Questionnaire Form

be knowledgeable about the proposing Vendor’s business profile and operations.

Solicitation Number : OPN2116245P2

Title : Group Prepaid Legal Insurance Services

(rebid)

1. Legal business name:

2. Doing Business As/ Fictitious Name (if applicable):

3. Federal Employer I.D. no. (FEIN):

4. Dun and Bradstreet No.:

5. Website address (if applicable):

6. Principal place of business

address:

Address Line 1

Address Line 2

City

State

Zip Code

Country

7. Office location responsible for this project:

8. Telephone no.:

9. Fax no.:

10. Type of business: Type of Business

(Select from the

dropdown list)


BidSync4/9/2018 p. 15

If Corporation, Specify

the State of

Incorporation

If General Partnership,

Specify the State and

County filed in

If Other, Specify the

detail

11. List Florida Department of State, Division of

Corporations document number (or registration number if

fictitious name):

12. List name and title of each

principal, owner, officer, and major

shareholder:

a)

b)

c)

d)

13. AUTHORIZED CONTACT(S)

FOR YOUR FIRM:

Contact Name 1

Title

E-Mail

Telephone No.

Fax No.

Contact Name 2

Title

E-Mail

Telephone No.

Fax No.

14. Has your firm, its principals,

officers or predecessor

organization(s) been debarred or

suspended by any government

entity within the last three years? If

yes, specify details in an attached

written response.

Click responseYes

No

If Yes, provide detailed

response


BidSync4/9/2018 p. 16

15. Has your firm, its principals,

officers or predecessor

organization(s) ever been debarred

or suspended by any government

entity? If yes, specify details in an

attached written response,

including the reinstatement date, if

granted.

Click responseYes

No


response

16. Has your firm ever failed to

complete any services and/or

delivery of products during the last

three (3) years? If yes, specify

details in an attached written

response.

Click responseYes

No


response

17. Is your firm or any of its

principals or officers currently

principals or officers of another

organization? If yes, specify details

in an attached written response.

Click responseYes

No


response

18. Have any voluntary or

involuntary bankruptcy petitions

been filed by or against your firm,

its parent or subsidiaries or

predecessor organizations during

the last three years? If yes, specify


response.

Click responseYes

No


response

19. Has your firm’s surety ever

intervened to assist in the

completion of a contract or have

Performance and/or Payment

Bond claims been made to your

firm or its predecessor’s sureties

during the last three years? If yes,

specify details in an attached

written response, including contact

information for owner and surety.

Click responseYes

No


response


BidSync4/9/2018 p. 17

20. Has your firm ever failed to

complete any work awarded to

you, services and/or delivery of

products during the last three (3)

years? If yes, specify details in an

attached written response.

Click responseYes

No


response

21. Has your firm ever been

terminated from a contract within

the last three years? If yes, specify


response.

Click responseYes

No


response

22. Living Wage solicitations only:

In determining what, if any, fiscal

impacts(s) are a result of the

Ordinance for this solicitation,

provide the following for

informational purposes only.

Response is not considered in

determining the award of this

contract. Living Wage had an

effect on the pricing. If yes, Living

Wage increased the pricing by

____% or decreased the pricing by

____%.

Click responseYes

No

N/A


response


BidSync4/9/2018 p. 18

Prepared by LegalShield

March 29, 2018Proposal Valid for 180 days.

EMPLOYEE LEGAL

For more information, please contact:

Sheet_Proposal_NP_GR_070317

Christopher FarmenNational Sales Manager LegalShield Business Solutions 580.665.9185

PROTECTION PLAN for BROWARD COUNTY BOARD OF COUNTY COMMISSIONERS

1


BidSync4/9/2018 p. 19

TABLE of CONTENTS

Protecting Your Bottom Line ................................... 3

Why LegalShield? ......................................................... 4

LegalShield National Plan Overview ..................... 10

National Plan Pricing .................................................. 11LegalShield Coverage Definitions ........................ 12

Enrollment Options ................................................... 21

About LegalShield ..................................................... 22

2


BidSync4/9/2018 p. 20

EMPLOYEES ARE FINANCIALLY STRESSED and unprepared for unexpected expenses. By commonly dealing with their personal finances in the workplace, your workers lose productivity and YOUR COMPANY LOSES MONEY.

Financial stress not only decreases productivity it puts your employees at a greater risk for an injury or illness.

By protecting your employees from the financial stress of an unexpected legal and identity theft event, your employees will be more engaged, focused, and productive—benefiting them and your bottom line!

PROTECTINGYOUR BOTTOM LINE

—WITH LegalShield

Sources: 1. Harris Poll on behalf of Purchasing Power of 2,080 working U.S. adults employed full-time, Dec. 14-16, 2015. 2. The 2014 Employee Financial Stress Survey, commissioned by Elevate. 3. Human Resources Executive, “FinancialStress and Productivity Are Inextricably Linked,” Elizabeth Halkos, May 2014.

OF EMPLOYEESspend 2–3 hours while at work each week on personal finances, 24% spend over 4 hours1

34%OF EMPLOYERS

agree that employees have asked a manager or supervisor for personal

financial advice in the last year2

47%

HIGH STRESSdue to financial debt can cause a:

500% increase in anxiety and depression

44% greater chance of suffering from migraines

2X the rate of heart attacks, ulcers and other digestive issues3

3


BidSync4/9/2018 p. 21

COMMONLEGAL LIFE EVENTS

INCLUDE:

AMERICANSexperienced at least one significant legal event in

the past year

OF THOSEreport spending

17 hours of work time resolving those issues

MILLIONFULL TIMEWORKING57 55%

OF EMPLOYEEShad to take at least one day off from work per year to deal with

a legal issue

2/3

Source: The Legal Needs of American Families. A Research Study Conducted by Decision Analyst, Inc. Commissioned by LegalShield.

BE THE SOLUTION to your employees’ need for legal protection

WHY LegalShield?

0 30000 60000 90000 120000 150000

Criminal

Civil Litigation

Family Law

Employment

Collection

Real Estate

Tra�c

Estate Planning

Consumer/Finance

Landlord Tenant

4.13%

4.51%

5.18%

5.32%

5.42%

6.78%

6.92%

7.29%

8.15%

8.30%

73,907

80,745

92,773

95,169

96,944

121,409

123,875

130,501

145,792

148,493

Requests by Top 10 Areas of Law (2016)

% of all requests: 62.01%

Traffic tickets

Adoption

Financial matters

Landlord tenant matters

Estate management

4


BidSync4/9/2018 p. 22

FOR WORKING AMERICANS experiencing a legal event:

Read more about the value a legal plan provides in the Legal Needs of American Families.

WHY LegalShield?

Source: The Legal Needs of American Families. A Research Study Conducted by Decision Analyst, Inc. Commissioned by LegalShield. Lawyer icon created by Rflor. For more information visit:business.legalshield.com/american-family

OF THOSE THAT HIRED AN ATTORNEY

THROUGH A LEGAL PLAN

said that having an attorney lessened the amount of personal resources (time & money) spent

to resolve their legal issue

66%said they would be interested in

purchasing legal protection

MORE THAN

60%

5


BidSync4/9/2018 p. 23

https://business.legalshield.com/sites/default/files/Legal%20Needs%20of%20American%20Families.pdf

https://business.legalshield.com/sites/default/files/Legal%20Needs%20of%20American%20Families.pdf

WHY LegalShield?

* The Legal Needs of American Families. A Research Study Conducted by Decision Analyst, Inc. Commissioned byLegalShield.**These are ranges based on hourly rates of LegalShield attorneys. This is not a quote or guarantee of any actual legal fees or costs. Actual hourly rates, fees and costs may vary based on geographical needs, legal issues or ex-perience required. Cost ranges are calculated by multiplying the normal hourly fee of general (lowest) and specialized (highest) attorneys in the selected state by the average number of hours billed for that service. Costs shown above represent attorney fees in the state of Alabama.

One year is LESS THAN ONE HOUR of legal services.An entire year of coverage costs less than $275, and on average

the hourly rate for a lawyer is $284!*

See how much Participants can save on everyday legal issues with LegalShield.

Average Attorney Cost** Yearly LegalShield CostLegal Service

Standard Will Preparation

Phone Consultation

Letter on Your Behalf

Power of Attorney

TOTAL COST

Document Review

$900-$1950

$300-$650

$300-$650

$300-$650

$2,100-$4,550

$300-$650

$0

$0

$0

$0

Less than $275

$0

YEARLY SAVINGS WITH LEGALSHIELD = $1,825-$4,275

6


BidSync4/9/2018 p. 24

Return Call from Attorney:

8 business hours

Document Review:

3 business days

Letter or Phone Call to Resolve

Complaint: 3 business

days

We have dedicated provider law firms for all 50 states and 4 Canadian provinces AND we pay them directly,

SO YOUR EMPLOYEES ARE THEIR #1 client, 24/7/365.

WHY LegalShield?

Under the protection of LegalShield, YOUR EMPLOYEES DON’T HAVE TO WORRY ABOUT HIGH HOURLY COSTS

or about figuring out which attorney to use—we’ll do that for them.

7


BidSync4/9/2018 p. 25

WHY LegalShield?

LegalShield provides legal protection at the touch of a finger, truly EMPOWERING YOUR EMPLOYEES.

24/7 EMERGENCY ACCESS for covered emergencies

Access to PLAN INFORMATION and auto accident tips

SNAP feature, where traffic tickets can be uploaded and

sent directly to their provider law firm without

hassle or delay

WILL PREPARATION, where the Will Questionnaire can

be conveniently completed and securely sent directly to

their provider law firm

LEGALSHIELD MOBILE APP FEATURES:

• Direct access to a provider law firm

• Fast and easy upload of traffic tickets

• 24/7 emergency access*

• Access to plan information and auto accident tips

• Will preparation steps

*For covered situations.

Apple and the Apple logo are trademarks of Apple Inc., registered in the U.S. and other countries. App Store is a servicemark of Apple Inc., registered in the U.S. and other countries. Google Play and the Google Play logo are trademarks ofGoogle Inc.

8


BidSync4/9/2018 p. 26

Very helpful. Responsive. Knowledgeable. This coverage is in the top five necessary things I believe a family must invest.”

- N.S.LegalShield Member

I have been a member for over 10 years. I have used the services probably five or six times and each time got the information I needed quickly. They have always been specific in telling me exactly what I needed to do. What I have spent in monthly premiums is only a fraction of what I would have spent in legal fees. Some of our questions have been concerning real estate, owner financing/selling property, vehicle transfer questions and more. It has been WELL worth having this membership!”

- P.W.LegalShield Member

I’ve had LegalShield for almost 20 years and always feel that comfort and peace of mind that I can call upon them.”

- L.D.LegalShield Member

WHY LegalShield?

LegalShield directly empowers over 2 million lives. Here’s what some of our MEMBERS have to say.

9


BidSync4/9/2018 p. 27

General Exclusions: 1. matters against the Employer, Company, or Provider Law Firm 2. matters deemed by the attorney to lack merit, or violate any ethics rules 3. matters outside the United States 4. matters involving any Member which arises due to business matters or interests including: Ownership, management, or association with a business, partnership, corporate entity, or trust, any income producing property or venture no matter the nature, full time or part time. 5. Fines, court costs, filing fees, ad litem fees, penalties, expert witness fees, bonds, bail bonds and out of pocket expenses 6. any person who is a party in a lawsuit against the Company or is named as a defendant in a lawsuit by the Company shall not receive Services during the lawsuit. 7. matters covered by any insurance policy 8. services related to patent, trademark or copyright matters 9. Services where, in the Provider Law Firm’s Professional Judgment, the requested Service is unnecessary or unwarranted for adequate advice, or would be in violation of any ethics laws, or frivolous, or with no merit 10. Native American legal issues including matters related to Indian Tribes and tribal governments including legal issues before federal, tribal and/or state courts, administrative bodies, arbitration panels or arbitrators, tribunals and/or hearing panels, judges, or officers. See a plan contract for complete terms and conditions.

WHO IS COVERED:

The Participant, Participant’s spouse, never-married dependent children under the age of 26 and living at home or full time in college, dependent children under the age of 18 for whom

the Participant is legal guardian and/or physically or mentally challenged children living at home.

A COMPREHENSIVE, AFFORDABLE LEGAL SOLUTION FOR YOUR EMPLOYEES

—LEGALSHIELD—NATIONAL PLAN OVERVIEW

THE LEGALSHIELD PLAN INCLUDES THE FOLLOWING COVERED SERVICES:

ESTATE PLANNING • Codicils

• Living Wills

• Power of Attorney

• Trusts

• Wills

FAMILY• Administrative

Hearing

• Adoption

• Conservatorship

• Domestic Violence Protection

• Elder Care Assistance

• Guardianship

• Immigration Assistance

• Incompetency Defense

• Juvenile Court Defense

• Name Change

• Parental Responsibility

• Prenuptial Agreements

• School Hearings

FINANCIAL• Affidavits

• Bankruptcy

• Civil Litigation

• Consumer Protection

• Debt Collection

• Identity Theft

• Medicare/Medicaid Disputes

• Personal Property Disputes

• Promissory Notes

• Small Claims Assistance

• Social Security Disputes

• Tax Audit Protection

• Veterans Benefits Disputes

AUTO• Driver’s License

Restoration

• Motor VehicleProperty Damage

• Moving Traffic Violations

• Traffic Tickets

HOME• Boundary/Title

Disputes

• Contractor Disputes

• Deeds

• Foreclosure

• Home Equity Loans

• Landlord/Tenant Issues

• Mortgages

• Property Tax Assessments

• Purchase/Sale of Home(primary or secondary)

• Refinancing

• Zoning Applications

GENERAL• 24/7 Emergency

Access

• Document Review

• Live Member Support

• Mobile App

• Office Consultation

• Telephone Advice

10


BidSync4/9/2018 p. 28

NATIONAL PLAN PRICING

Rate quoted will not change based on actual enrollment

PLAN DESCRIPTION

National LegalShield Plan

MONTHLY RATE

$15.25

• Legal Plan: Covers member, member’s spouse, never married dependent children under age 26 and living athome or full time in college, dependent children under age 18 for whom the member is legal guardian, and physically ormentally challenged children living at home.

• Proposal valid for 180 days.

11


BidSync4/9/2018 p. 29

TELEPHONE AND OFFICE CONSULTATIONUnlimited telephone consultations on any personal legal subject matter, unless specifically excluded by the plan. The Provider Law Firm will provide advice and representation on any matter fully covered by the plan, if the matter is not fully covered, the Provider Law Firm will provide consultation on the best course of action. A Participant may call the Provider Law Firm to make an appointment for an office consultation to discuss any personal legal matter. There are no limitations on the number of consultations a Participant receives, however this service is not intended to help a Participant undertake their own representation.

DEMAND LETTERS AND PHONE CALLSA telephone call or a letter to a third party on behalf of the Participant by the Provider Law Firm, for any personal legal matter, unless specifically excluded by the plan.

DOCUMENT REVIEWConsultation and review of any personal legal document. Document review will not cover the review of documents prepared by another attorney currently representing the Participant.

ADVICE AND CONSULTATION Provider Network

COVERED

COVERED

COVERED

LEGALSHIELD NATIONAL PLANCOVERAGE DEFINITIONS

Sheet_Plan Definitions_NP_GR_07031712


BidSync4/9/2018 p. 30

FAMILY MATTERS Provider Network

ADMINISTRATIVE HEARINGConsultation, preparation, review, and representation at a civil proceeding when the Participant is the defendant before a local, state, or federal board of administration or commission.

COVERED

DOMESTIC VIOLENCE PROTECTIONConsultation, preparation, review, and court representation when the Participant is seeking to be protected by a Victim Protection Order. This coverage is available for the employee only.

COVERED

GUARDIANSHIP OR CONSERVATORSHIPConsultation, preparation, review and representation for the creation of a new guardianship or conservatorship over a person or estate when the Participant is being named as the guardian or conservator. Services for the party for whom guardianship/conservatorship is being decided, ongoing accounting, or termination of guardianship once established is not covered.

COVERED

ADOPTIONThe plan covers all legal services, including representation in court, for a contested or uncontested domestic adoption within the United States. The adoptee must be an individual under the age of 18. Preparation of any required publication notice or any governmental document such as fingerprints and criminal history checks are not covered by the plan.

COVERED

ELDER CARE ISSUESConsultation and review for a participant with respect to their parent’s financial issues regarding; Medicare, Medicaid, Social Security benefits, veteran’s affairs, prescription plans, nursing home agreements, Power of Attorney, Living Wills, and Wills.

COVERED

IMMIGRATION ASSISTANCEConsultation, and review (including affidavits and power of attorney) for the Participant.

COVERED

13


BidSync4/9/2018 p. 31

INCOMPETENCY DEFENSEConsultation, preparation, review, and court representation when the Participant is subject to a civil competency determination.

COVERED

PRENUPTIAL AGREEMENTConsultation, preparation, and review of a prenuptial agreement. This coverage is available for the employee only.

COVERED

JUVENILE COURT DEFENSEConsultation, preparation, review, and juvenile court representation for a Participant’s dependent child so long as there is no conflict between the Participant and said dependent. Matters of parental responsibility are covered. Matters in which a juvenile is charged as an adult are not part of this service.

NAME CHANGEConsultation, preparation, review, and court representation for the name change of a Participant or their dependents. Preparation of any required publication notice or any governmental document such as fingerprints and criminal history checks are not covered by the plan.

COVERED

COVERED

AUTO Provider Network

DRIVER’S LICENSE RESTORATIONConsultation, preparation, review, and court representation to assist the Participant in reinstating their driving privileges.

COVERED

MOTOR VEHICLE PROPERTY DAMAGEConsultation, preparation, review and assistance up to, but not including the filing of a lawsuit to collect all property damage claims. These services are available for property damages incurred due to a vehicle owned by a Participant being struck by a motor vehicle.

COVERED

14


BidSync4/9/2018 p. 32

MOVING TRAFFIC VIOLATIONSConsultation, preparation, review, negotiations, and court representation for all moving traffic violations except for those violations that result in felony charges, or because of driving under the influence, or related charges. This service does cover defense of a traffic ticket.

LIVING WILL/PHYSICIAN’S DIRECTIVEConsultation, preparation, and review of a directive to Physician/Living Will which conforms to state laws.

POWER OF ATTORNEYConsultation, preparation, and review of any Power of Attorney prepared when the Participant is granting power.

PROBATEConsultation and review for probate of a Last Will and Testament in which the Participant is named the executor. Full representation is available at a 25% discount.

COVERED

COVERED

COVERED

COVERED

ESTATE PLANNING Provider Network

TRUSTSConsultation, preparation, and review of revocable and irrevocable trusts, including special needs trusts, in which the Participant is the settlor. Services for estate tax planning are not covered.

COVERED

WILLS AND CODICILSConsultation, preparation and review of a simple and complex Last Will and Testament and a codicil. Any provisions in the Will or codicil regarding estate tax planning and distribution of assets outside of the United States are not covered.

COVERED

15


BidSync4/9/2018 p. 33

FINANCIAL Provider Network

AFFIDAVITSConsultation, preparation, and review of an affidavit when the Participant is the affiant. Responsive affidavits are not covered.

BANKRUPTCYConsultation, preparation, review, and court representation for the Participant for a Personal Chapter 7 or Chapter 13 bankruptcy for a debtor.

CIVIL LITIGATIONConsultation, preparation, review, and representation of the Participant as a defendant in civil proceedings before a local, state or a federal administrative board, agency, or commission, or in a trial court of general jurisdiction.

CONSUMER PROTECTIONConsultation, preparation, review, and court representation of the Participant as a plaintiff or a defendant in a legal proceeding for consumer issues, including personal property matters, in both small claims court and district court. Real estate matters not otherwise covered, appeals and execution of judgment are not covered.

COVERED

COVERED

COVERED

COVERED

DEBT COLLECTIONConsultation, preparation, review, and representation for matters related to the Participant’s personal debt, including negotiations with a creditor to establish repayment, foreclosure, repossession, garnishment, and tax related debt collections. This service does not include family law matters such as enforcement or modification of a support order, third party claims, or matters related to the employer.

COVERED

16


BidSync4/9/2018 p. 34

IDENTITY THEFTConsultation, preparation, and review by a Provider Law Firm for financial matters related to the Participant being a victim of identity theft. These matters include negotiations, and representations for any legal action that arises for the Participant such as debt collection defense, foreclosure, repossession, and garnishment. Service does not include bankruptcy and matters of familial identity theft.

PERSONAL PROPERTY ASSISTANCE Consultation, preparation, and review of purchase agreements, matters relating to credit reports, credit agreements or installment agreements.

PROMISSORY NOTESConsultation, preparation, and review of promissory notes for the Participantregardless of if the Participant is the payer or the payee.

SMALL CLAIMS ASSISTANCEConsultation, preparation, review, and court representation of the Participantas a defendant or plaintiff for matters involving an appearance in Small ClaimsCourt.

TAX AUDIT AND COLLECTION SERVICEConsultation, preparation, review, and court representation of the Participantwhen he/she is notified in writing of a tax audit investigation, or examinationof his/her tax return when he/she is requested in writing, to appear at theoffices of IRS, state or local taxing authorities concerning his/her tax return.Garnishment, attachment, or any other post judgment relief action, trust returns,business or corporate tax returns, payroll and related returns are not covered.Charges of tax fraud or income tax evasion are not covered.

COVERED

COVERED

COVERED

COVERED

COVERED

17


BidSync4/9/2018 p. 35

HOME Provider Network

BOUNDARY OR TITLE DISPUTESConsultation, preparation, review, and court representation when a Participantis a plaintiff or a defendant in a boundary or title dispute including EminentDomain.

DEEDSConsultation, preparation, and review related to real property deeds when theParticipant is the grantor or grantee.

EVICTION AND TENANT PROBLEMSConsultation, preparation, and review for the Participant as a tenant, in mattersrelated to tenant problems including: security deposits, property damage,lease agreements, and eviction. When necessary this service includes courtrepresentation when the Participant is a defendant.

FORECLOSUREConsultation, preparation, review, and court representation of the Participant, asa defendant, in a legal proceeding for foreclosure of their primary or secondaryhome.

GARNISHMENTConsultation, preparation, review, and court representation of the Participant, asa defendant, in a legal proceeding for a wage or earnings garnishment.

HOME EQUITY LOANConsultation, preparation, and review related to the Participant’s home equityloan for the Participant’s primary and secondary home. The Participant must bethe debtor.

COVERED

COVERED

COVERED

COVERED

COVERED

COVERED

18


BidSync4/9/2018 p. 36

MORTGAGESConsultation, preparation, and review for the Participant for any residentialmortgage documents for a primary or secondary home prepared or reviewedwhen they are the mortgagor, debtor, or buyer.

COVERED

PROPERTY TAX ASSESSMENTSConsultation, preparation, review, and court representation of the Participantin a legal proceeding regarding property tax assessments, reduction of theassessment and property valuations for their primary residence.

PURCHASE/SALE OF HOMEConsultation, preparation, and review for a Participant while purchasing their primary or secondary home or property for the intention of building a personal dwelling, including all documents necessary in the transaction such as, deeds, purchase agreements, mortgages, and titles.

REFINANCING OF HOMEConsultation, preparation, and review of legal documents for the Participant, pertaining to the refinancing of their primary or secondary home.

REPOSSESSIONConsultation, preparation, review, and court representation of the Participant, as a defendant, in a legal proceeding for legal matters related to repossession of personal property.

ZONING APPLICATIONSConsultation, preparation, review, and representation of the Participant before a zoning authority, to assist in a personal zoning application. This service only applies to the Participant’s primary residence. Applications or issues for business assets or property are not covered.

COVERED

COVERED

COVERED

COVERED

COVERED

19


BidSync4/9/2018 p. 37

General Exclusions: The following items are excluded from any service, including advice and consultation: employment matters; business or commercial matters; fines, court costs, filing fees, ad litem fees, penalties, expert witness fees, bonds, bail bonds and any out-of-pocket expense; matters or disputes between the Participant and the Provider Attorney and/or LegalShield; any matter covered by any insurance policy; native American legal issues; frivolous or unethical matters; matters for which an attorney-client relationship exists prior to becoming eligible for benefits. For all other personal legal matters, advice and consultation is provided. Additional document review/preparation or representation is also included for certain matters. Marketed by: Pre-Paid Legal Services, Inc. dba LegalShield® and subsidiaries; Pre-Paid Legal Casualty, Inc.; Pre-Paid Legal Access, Inc.; In FL: Pre-Paid Legal Services, Inc. of Florida; In VA: Legal Service Plans of Virginia; and PPL Legal Care of Canada Corporation

ADDITIONAL BENEFITS Provider Network

24/7 EMERGENCY ACCESSThe Participant receives toll-free telephone access to the Provider Law Firm on a 24-hour per day basis for covered emergencies by calling this emergency number at 1-877-825-3797. Emergency access is not available for assistance in making, posting, or obtaining bond, bail or other security required for release from a governmental facility.

ADDITIONAL DISCOUNTFor all personal legal matters that are not otherwise fully covered by this plan, the Participant will be entitled to services at a 25% discount of the standard hourly rate. This does not apply to contingency fee matters or flat fee arrangements, which may be negotiated at a separate rate with the Provider Law Firm.

COVERED

COVERED

COVERED

MOBILE APPThe Participant can directly call their provider law firm, upload traffic tickets and submit their Will questionnaire directly to the provider law firm through the LegalShield mobile app.

20


BidSync4/9/2018 p. 38

ENROLLMENTOVERVIEW

We make enrollment easily fit into your existing benefit offering and are compatible with external enrollment vendors and their platforms. We also offer convenient methods of billing:

• monthly invoices

• self-billing via

• email

• mail

• secure FTP

Enrollments are processed within 48 hours of being received and WE PROVIDE a variety of enroll-ment marketing material, from videos to fliers and brochures, to help your employees understand the value you are providing to them.

We keep implementation, enrollment, and administration simple and hassle-free by offering

FLEXIBLE PAYMENT, ENROLLMENT & BILLING OPTIONS

FLIER.IDS_App (9.16) (CC) ©Copyright 2016 LegalShield Ada, OK 74820

With IDShield’s mobile app, monitoring, consultation and restoration are

all at your fingertips. All while you are on the go, IDShield offers:

• Immediate notifications when monitoring triggers an alert

• Quick access to your credit score

• One-Touch access to your IDShield Advisor

• 24/7 Emergency Access

• A secure login with a numerical password

• Convenient case updates and call history

IDShield’s App is easy to use! See for yourself

how easy it is to protect yourself from

Identity Theft with IDShield*.

*To take advantage of this app you must be an IDShield member.

Identity Protection at Your Fingertips!

Every 2 seconds someone becomes a new victim

of Identity Theft1...Don’t be one of them.

Credit score displays on your

homepage

Quick access to alert details

Notification of alertsDOWNLOAD THE APP TODAY!

1. Source - 2015 Javelin Identity Fraud Survey Report

For more information, call your independent associate:

HAVE YOU EVER?

This is a general overview and is for illustrative purposes only. Plans and services

vary from state to state. See a plan contract for your state of residence for

complete terms, coverage, amounts, conditions and exclusions.

WHAT IS LEGALSHIELD? Founded in 1972, LegalShield has 1.5 million memberships protecting and empowering 4.1 million lives and serving

140,000 businesses throughout the United States and Canada. Our members can talk to a lawyer on any personal legal

matter, no matter how trivial or traumatic, all without worrying about high hourly costs. LegalShield has provided

identity theft protection since 2003 with Kroll, the world’s leading company in ID Theft consulting and restoration.

¨ Needed your Will prepared or updated¨ Been overcharged for a repair or paid an unfair bill¨ Had trouble with a warranty or defective product¨ Signed a contract ¨ Received a moving traffic violation¨ Had concerns regarding child support

¨ Worried about being a victim of identity theft¨ Been concerned about your child’s identity ¨ Lost your wallet¨ Worried about entering personal information on-line ¨ Feared the security of your medical information¨ Been pursued by a collection agency

www.legalshield.com/info/legalplan

For more information, please contact your Independent Associate:

Prepared for:

AFFORDABLE LEGAL PROTECTION FOR ONE LOW MONTHLY FEE

ADVICE ON ANY LEGAL ISSUE With a LegalShield Legal Plan you will have access to attorneys who can provide advice or assistance on a variety of personal legal issues.

THE LEGALSHIELD® MEMBERSHIP INCLUDES: P Personal Legal advice on unlimited issuesP Letters/ calls made on your behalfP Contracts & documents reviewed (up to 15 pages)P Residential Loan Document AssistanceP Lawyers prepare your Will, your Living Will and your

Health Care Power of AttorneyP Moving Traffic Violations (available 15 days after enrollment)

P IRS Audit AssistanceP Trial Defense (if named defendant/ respondent in a

covered civil action suit)P Uncontested Divorce, Separation, Adoption and/or Name Change Representation (available 90 days after enrollment)

P 25% Preferred Member Discount (Bankruptcy, Criminal Charges, DUI, Other Matters, etc.)P 24/7 Emergency Access for covered situations

LegalShield family legal plans cover the member; member’s spouse; never

married dependent children under 26 living at home; dependent children

under age 18 for whom the member is legal guardian; never married,

dependent children up to age 26 if a full-time college student; and physically

or mentally disabled dependent children. An individual rate is available for

those enrollees who are not married, do not have a domestic partner and do

not have minor children or dependents. No family benefits are available to

individual plan members. Ask your Independent Associate for details.

ELECTION OPTIONS

Individual Only:

Family Coverage:

Company URL

NameEmailPhone Number

$XX.XX per week

$XX.XX per week

Company Name

21


BidSync4/9/2018 p. 39

About LegalShield

In 1969, our founder, Harland Stonecipher, found himself financially unprepared for the legal costs he incurred from an accident even though it was not his fault. From that day forward, he was determined to make sure everyone has access to legal protection. No matter how traumatic or trivial the situation. That’s how LegalShield was born.

EXECUTIVE TEAMJeff Bell – Chief Executive Officer

James Rosseau – EVP, Chief Commercial Officer

Jack Goldenberg – EVP, Chief Technology Officer

Kathy Pinson – EVP, Chief Operating Officer

Steve Williamson – EVP, Chief Financial Officer

Darnell Self – EVP, Network & Business Development

Patrick Hodges – SVP, People and Organizational Development

Glenn Petersen – SVP, President LegalShield Business Solutions

John Long – President, Network Marketing and Sales

Keri Norris – SVP, Legal & Regulatory Affairs and General Counsel

Claire Terrell – SVP, Marketing

Dave Coffey – SVP, Chief Digital Officer

Melissa Wilder – SVP, Business Solutions Field Sales

Emily Rose – VP, Broker & Partnership Sales

One Pre-Paid Way Ada, OK 74820 [email protected]

Founded in 1972, OVER 30,000 BUSINESSES across the United States and Canada TRUST LEGALSHIELD TO HELP PROTECT THEIR EMPLOYEES AND THEIR BOTTOM LINE.

PRODUCTS OFFERED:

• IDShield

• LegalShield

• Small Business Legal Plans

• Commercial Driver’s Legal Plans

• Home Business Supplement

22


BidSync4/9/2018 p. 40

March 29, 2018 Broward County Board of County Commissioners 115 South Andrews Avenue, Room 212 Fort Lauderdale, FL 33301 RE: EXECUTIVE SUMMARY Thank you very much for the opportunity to quote on your Group Voluntary Legal coverage. Founded in 1972 LegalShield provides Legal coverage to over 30,000 businesses throughout the United States and Canada today. We are excited about the opportunity work with the Broward County Board of County Commissioners and feel our product offers the most comprehensive and robust coverage to its employees. Therefore, when reviewing our proposal please note the following: PLAN DETAILS Legal Plan Highlights: We have quoted our new National Plan Design, a comprehensive Legal plan available across the country. This Plan offers fully covered services on an unlimited number of personal legal matters with no claim forms, co-pays, deductibles, or waiting periods. Members have direct access to full-service law firms and qualified attorneys (with no call center “gatekeeper”), plus a dedicated number for covered emergencies to enable 24/7 support. Moreover, LegalShield manages a robust and proactive quality management system with network attorney firms (including monthly data-driven metric and performance scorecards) to ensure the best delivery of services for the Members. Innovative Member service capabilities via our mobile App: With our App, we put access to the program at the fingertips of the Members Thank you again for including LegalShield in this process. We are very eager to work with you. As shown by our proposal, we are fully committed to offer a cost-effective and service-focused program for your client and their employees. Please let me know if you require any additional information or have questions about our proposal. Best Regards,

Chris Farmen Chris Farmen Regional Sales Manager LegalShield Business Solutions [email protected] 580.665.9185


BidSync4/9/2018 p. 41

SAMPLE

LSFL-590(05/17) NATIONAL PLAN

1. Employer. [_____________________________] (the “Employer”) enters this agreement (“Agreement” or “Plan”) with LS, Inc. (“LegalShield” or “Company”) for legal Services to be offered to its employees as an employee benefit.

2. Term of Agreement. This Agreement is effective on [___________________] and is for [___] year(s). This Agreement will automatically renew each year. If either party does not want the Agreement to renew then either party shall give the other party at least one hundred and twenty (120) days prior written notice.

3. Eligibility and Enrollment. All full time and part time employees working twenty (20) plus hours a week are eligible to enroll. Employees may enroll in the group legal plan annually during the Employer’s open enrollment. The Employee (“Member”) must enroll for a period of one year.

4. Payment. The rate for the group legal plan is [$________] per month per Employee. Payment will include Services for the Employee (“Member”), the Member’s spouse and dependents. Each month, the Employer will provide the Company with a Member file list and payment for each Member.

5. Indemnity. Each party agrees to indemnify the other party and their affiliated companies from any and all claims, losses, damages and causes of action. This includes, with no limits, all expenses, costs, and attorney fees that may occur as a result of the other party’s failure to meet the provisions of the Agreement or from any negligent acts or omissions of the party.

6. Members shall include: a. The Member (“Employee”). b. The Member's spouse. c. Never married dependent children of the Member, or Member's spouse, under 26 years of

age who are permanent residents of the Member's household or full time students. d. Children under 18 years of age for whom the Member, or the Member's spouse, is the legal

guardian. e. Any dependent child, regardless of age, who is physically disabled or mentally incapacitated

resulting in an inability to make legally binding decisions and is: 1. Unable to be employed; 2. 51% or more financially dependent upon the Member or Member's spouse; 3. Lives at home with the Member or Member's spouse. Proof may be required by the

Company or the Provider Law Firm before any legal Services may be given. f. A dependent is the natural or adopted child of the Member or Member's spouse.

OFFERED BY: LS, INC. ONE PRE-PAID WAY - P.O. BOX 145

ADA, OKLAHOMA 74820 1-800-654-7757


BidSync4/9/2018 p. 42

SAMPLE

Page 2 of 12 LSFL-590(05/17) NATIONAL PLAN

7. General Exclusions:

a. Any Services for matters against the Employer, Company, or Provider Law Firm are not part of this Plan.

b. Services deemed by the attorney to lack merit, or violate any ethics rules are not part of this Plan.

c. Services outside the United States are not part of this Plan.

d. Any matter involving any Member which arises due to business matters or interests (regardless of the form of the entity) are not part of this Plan. These matters include:

1. Ownership, management, or association with a business, partnership, corporate entity, or trust.

2. Any income producing property or venture no matter the nature, full time or part time.

e. Fines, court costs, filing fees, ad litem fees, penalties, expert witness fees, bonds, bail bonds and out of pocket expenses are not part of this Plan.

f. Any person who is a party in a lawsuit against the Company or is named as a defendant in a lawsuit by the Company shall not receive Services during the lawsuit.

g. Any matters which are covered by any insurance policy are not part of this Plan. h. Services related to patent, trademark or copyright matters are not part of this Plan. i. Any Services where, in the Provider Law Firm’s Professional Judgment, the requested

Service is unnecessary or unwarranted for adequate advice, or would be in violation of any ethics laws, or frivolous, or with no merit are not part of this Plan.

j. Native American legal issues are not part of this Plan. Such issues include any legal matters relating to Indian Tribes, Native American citizens, and tribal governments. This excludes legal issues before federal, tribal and/or state courts, administrative bodies, arbitration panels or arbitrators, tribunals and/or hearing panels, judges, or officers.

8. The 25% Discount may be used for any Services but those listed in the General Exclusions. 9. Civil Trial Defense. In addition to the General Exclusions above, the below items are not part of

any civil trial defense. a. The 25% Discount may be used for Pre-Existing Conditions. Pre-Existing Conditions are

defined as those acts which give rise to a lawsuit which are alleged to have occurred prior to the Effective Date, even if the lawsuit was filed after such Effective Date.

b. The 25% Discount may be used for class actions, amicus curiae filings, or interventions. c. The 25% Discount may be used for any claim, defense, or legal position the Provider Law

Firm deems is not likely to prevail in court or lacks merit. d. The 25% Discount may be used for any attachment, collection, appeal, or any other post

judgment relief action.

e. The 25% Discount may be used for any counter claims where the Member starts a lawsuit. f. The 25% Discount may be used for these Services; any matter where a Member is acting on

behalf of, or representing another party (for example: executor, administrator, guardian, or trustee).

g. The 25% Discount may be used for any matters in which the Member is a plaintiff or claimant.


BidSync4/9/2018 p. 43

SAMPLE


10. Service Plan. The Company will provide the Services described in this Agreement (“Plan”) to enrolled Employees in return for the Plan Member’s membership fee.

11. No change in the Plan shall be valid until approved by an officer of the Company and endorsed on or attached to the Agreement. No agent can change the Agreement or Plan or waive any of its provisions. A 30-day notice will be given should there be any change in this Plan.

LEGAL SERVICES PLAN

ADVICE AND CONSULTATION SERVICES Phone Consultation. Members may have toll-free phone consultations on any personal legal subject matter. Members may receive legal research if the legal matter cannot be fully addressed during the phone consultation. Office Visits. Office visits are subject to an appointment with the Provider Law Firm to discuss a personal legal matter. There are no limits on the number of times per year a Member may use this Service. This Service is not meant to provide the Member with continuing access to the Provider Law Firm to undertake his or her own representation. Demand Letter or Phone Call. A phone call or a letter to a third party may be made by the Provider Law Firm, subject to its Professional Judgment. Such phone call or letter may be made when it would further assist the Member’s personal legal matter. 24/7 Emergency Access. Members may have toll-free phone access to the Provider Law Firm on a 24-hour per day basis for covered emergencies. These emergencies include when being:

1. detained by law enforcement; 2. seriously injured in an accident; or 3. served with a search warrant.

Members must call this emergency number at 1-877-825-3797 to speak with the Provider Law Firm. Phone access is subject to conditions set by the detaining or questioning authority, which may keep the Provider Law Firm from speaking with the Member. Not all calls will be put through to the Provider Law Firm. Emergency Access cannot assist in making, posting, or obtaining bond, bail, or other security required for release. DOCUMENT SERVICES

Document Review. The Provider Law Firm will provide legal review of a Members’ personal legal document. Then the Provider Law Firm will consult the Members on any areas of concern, and the legal implications of those provisions. The law firm will provide, when needed, edits or revisions to the document. This Service does not include preparation of a document to be used by the Members for use in court


BidSync4/9/2018 p. 44

SAMPLE


proceedings or lawsuits in which the Member is representing his or her self. This Service will not cover review of documents prepared by another attorney currently representing the Member. Affidavits. The Provider Law Firm will advise, prepare and review documents for an affidavit. The Member must be the affiant. The 25% Discount may be used for responsive affidavits. FAMILY & DOMESTIC RELATED SERVICES Name Change. The Provider Law Firm will advise, prepare documents, and review a name change for the Members in their state of residence. When needed, this Service includes the preparation for and attendance at the initial hearing to obtain the name change. Preparation of any required publication notice and any governmental documentation such as fingerprints and criminal history checks are not part of this Service. Adoption. The Provider Law Firm will prepare and review documents, advise, and attend the hearing for an adoption in the Member’s state of residence. The adoption must be a domestic adoption in the United States. The adoptee must be a person under the age of 18. Preparation of any required publication notice or any governmental document such as fingerprints and criminal history checks are not part of this Service. Guardianship / Conservatorship. The Provider Law Firm will advise, prepare and review documents for the creation of a new guardianship or conservatorship over a person or estate. The named guardian or conservator must be the Member or Member’s spouse. This Service includes representation in guardianship proceedings. The 25% Discount may be used for an ongoing accounting or termination of guardianship. Juvenile Matters. The Provider Law Firm will prepare and review documents, advise, and represent a Member or a dependent child in any juvenile court matter, provided there is no conflict of interest between the Member and the dependent child. In the event of a conflict, this Service provides an attorney for the Member only including Services for parental responsibility. Matters in which a juvenile is charged as an adult are not part of this Service. Protection from Domestic Violence. When Members are seeking to be protected by a victim protection order the Provider Law Firm will prepare and review documents, advise, and represent him or her in court. Incompetency Defense. The Member or Member’s spouse will receive document preparation and review, advice, and court representation when he or she is subject to a civil competency determination.


BidSync4/9/2018 p. 45

SAMPLE


Elder Care Issues. The Provider Law Firm will advise and review documents for a Member with respect to the Member’s liability for their parent’s elder care issues (including Medicare, Medicaid, prescription plans, nursing home agreements, Power of Attorney, Living Wills, and Wills). Preparation of documents are not part of this Service. The parent of the Member is not covered. Immigration Assistance. Members who need immigration assistance may call the Provider Law Firm for advice and document review. Document preparation and court representation are not part of this Service. Prenuptial Agreements. The Provider Law Firm will advise, prepare and review documents when the Member needs a prenuptial agreement. Identity Theft. The Provider Law Firm will advise, prepare and review documents related to the identity theft of any Member. HOME SERVICES

Mortgage Document Services. The Provider Law Firm will advise, prepare, and review documents for any residential mortgage documents of the Member or Member’s spouse for their primary or secondary home. They must be the mortgagor, debtor, or buyer. Mortgage Document Services include representation of the Member or Member’s spouse at a real estate closing when an attorney is required by law in the jurisdiction to attend a closing. The 25% Discount may be used for review of an abstract, preliminary title reports or preparation of a title opinion. Deeds. When the Member or Member’s spouse is purchasing or selling a primary or secondary home the Provider Law Firm will advise, prepare and review documents related to real property deeds. Boundary or Title Disputes. The Provider Law Firm will prepare and review documents, advise, and represent the Member or Member’s Spouse when he or she is a defendant in a boundary or title dispute. This Service includes Eminent Domain. Eviction and Tenant Problems. The Provider Law Firm will prepare and review documents, advise, and represent any Member, 18 years of age or older, who is the tenant with eviction or tenant problems. This includes security deposits and property damage claims. The Member must be the defendant. Home Equity Loan. The Provider Law Firm will advise and review the documents of a home equity loan for a Member or Member’s spouse. This Service is for their primary or secondary home. The Member or Member’s spouse must be the debtor.


BidSync4/9/2018 p. 46

SAMPLE


Property Tax Assessments. The Provider Law Firm will prepare and review documents, advise, and represent the Member or Member’s spouse in a legal proceeding about property tax assessments and property valuations. Refinancing of Home. When the Member or Member’s spouse refinances their primary home the Provider Law Firm will advise and review the documents. Zoning Applications. The Provider Law Firm will prepare and review documents, advise, and represent the Member or Member’s spouse before a zoning authority to help in a personal zoning application for a primary residence. Applications or issues for business assets or property are not part of this Service. Foreclosure The Provider Law Firm will prepare and review documents, advise, and represent the Member or Member’s spouse in a court proceeding for foreclosure of their primary or secondary home. The Member or Member’s spouse must be the defendant. Repossession. The Provider Law Firm will prepare and review documents, advise, and represent any Member in a legal proceeding for repossession of personal property. A Member must be the defendant. Garnishment. The Provider Law Firm will advise, prepare and review documents for the Member or Member’s spouse for a wage or earnings garnishment. The Member or Member’s spouse must be the defendant. FINANCE Bankruptcy. The Provider Law Firm will prepare and review documents, advise, and represent the Member or Member’s spouse in court for a Personal Chapter 7 or Chapter 13 bankruptcy. The Member or Member’s spouse must be the debtor. Promissory Notes. The Provider Law Firm will advise, prepare and review documents related to promissory notes for any Member. Consumer Protection. The Provider Law Firm will prepare and review documents, advise, and represent the Member or Member’s spouse in court for consumer issues. These issues include personal property matters. The Member or Member’s spouse must be a defendant. This Service does not include representation for collection activities after a judgment, any post judgment actions, execution of judgment, or appeals.


BidSync4/9/2018 p. 47

SAMPLE


WILL AND ESTATE PLANNING SERVICES Last Will and Testament or Codicils. A Last Will and Testament or Codicil prepared for any Members who are at least 18 years old. Any other provisions in the Will or Codicil regarding planning for estate taxes are not included. These Services do not include the distribution for any assets outside of the United States. Living Will or Physician's Directive. A Directive to Physician or Living Will, which conforms to state law, may be prepared for any Members who are at least 18 years old. Trusts. The Provider Law Firm will advise, prepare and review documents of a trust in which the Member or Member’s spouse is the settlor. This Service does not include tax advice, financial planning or estate tax planning. Health Care Power of Attorney. A Health Care Power of Attorney, which conforms to state law, may be prepared for any Members who are at least 18 years old. Probate. The Provider Law Firm will advise and review documents for a probate of a Last Will and Testament. The Member must be the named executor. This Service does not include document preparation or representation in court. MOTOR VEHICLE SERVICES

Moving Traffic Violations. The Provider Law Firm will advise, negotiate, review documents, and represent the Member in court for moving traffic violations. Those violations that result in felony charges, DUI, or related charges are not included in this Plan. Suspended Driver’s License Assistance. When the Member is denied a driver's license or a driver's license has been cancelled, suspended, or revoked by the issuing authority the Provider Law Firm will advise and represent the Member. In this situation, a right to appeal must be provided by statute. Pre-existing matters are not part of this Plan. The Provider Law Firm will assist when the Member needs legal assistance to reinstate or maintain a driver's license due to job related matters or medical reasons. Motor Vehicle Property Damage. The Provider Law Firm will assist up to, but not including, the filing of a lawsuit to collect all property damage claims. These Services are for property damage incurred due to a vehicle, owned by the Member, being struck by any motor vehicle. Pre-existing matters are not part of this Plan. Motor Vehicle Services Exclusions:

1. The Member may use the 25% Discount for any matter in which it is alleged that he or she is under the influence of or impaired from using alcohol, intoxicants, medicines whether prescribed or not, controlled substances, or chemicals.


BidSync4/9/2018 p. 48

SAMPLE


2. The 25% Discount may be used for any matter where, in the Professional Judgment of the Provider Law Firm, a claim, defense, or legal position is not likely to prevail in court. This includes matters that are frivolous, groundless, or with no merit.

3. Any matter while driving a Commercial Vehicle is not part of this Service. A Commercial Vehicle is defined as a motor vehicle being driven by Members for commercial or income producing purposes.

4. Except as listed above, the 25% Discount may be used for any matter related to criminal charges, hit-and-run related charges, leaving the scene of an accident, or similar charges.

5. The 25% Discount may be used for any matter related to charges that a Member is driving without a valid driver's license or statutorily required insurance.

6. The 25% Discount may be used for defense of the Member on any criminal charge for manslaughter, involuntary manslaughter, negligent homicide, or vehicular homicide, arising from the allowed use of a Licensed Motor Vehicle.

7. The 25% Discount may be used for any appeal, ongoing hearings, experts, or other post judgment relief action, including any matters or actions that must be filed in a different court for reconsideration or review.

IRS AUDIT AND COLLECTION SERVICES The Provider Law Firm will advise and represent the Member or Member’s spouse when notified in writing by the Internal Revenue Service (the "IRS"), state, or local taxing authorities of an audit, investigation, or exam of his or her tax return. These Services include written request to appear at the offices of the IRS, state, or local taxing authorities about his or her tax return. Garnishments, attachments, appeals, or any other post judgment relief actions are not covered. Trust returns, business or corporate tax returns, payroll and related returns are not covered. Charges of tax fraud or income tax evasion are not covered. This Service does not include prosecuting a claim for the return of overpaid taxes or the preparing of any tax returns. These Services begin with a tax return due in the same year as the Effective Date. ADDITIONAL DISCOUNT SERVICES 25% Discount. For all personal legal matters that are not fully covered by this Plan, the Members will have the right to Services at a 25% discount of the standard hourly rate. This does not apply to contingency fee matters or flat fee arrangements, which may be negotiated at a separate rate with the Provider Law Firm.

GENERAL PROVISIONS OF SERVICE PLAN All Services are a part of and are subject to the General Provisions of this Plan. A. Provision of Services, Attorneys, and Location of Services: Services will be provided by attorneys

designated by the Company, who are licensed, practicing attorneys (referred to as the Provider Law Firm or Provider Attorney). All initial requests for Services must be directed through the Provider Law Firm in the Member’s state of residence. For legal matters that arise within the United States and outside the Member’s state of residence, the Provider Law Firm may assign an attorney who is licensed in that jurisdiction. Should the Member move to another state, they should notify the Company. Their Provider Law Firm will switch to their new state of residence


BidSync4/9/2018 p. 49

SAMPLE


after they notify the Company. All Services except for 24/7 Emergency Access will be accessed during business hours, Monday to Friday, 8:30 a.m. to 5 p.m., except on holidays. The Member may not require a letter be sent or a phone call be made, any Service be performed, or any pleading, position, or issue be presented by the Provider Law Firm. The Provider Law Firm retains the right to make all final decisions about the Services.

B. Member shall include: 1. The Member (“Employee”). 2. The Member's spouse. 3. Never married dependent children of the Member, or Member's spouse, under 26 years of

age who are permanent residents of the Member's household or full time students. 4. Children under 18 years of age for whom the Member, or the Member's spouse, is the legal

guardian. 5. Any dependent child, regardless of age, who is physically disabled or mentally incapacitated

resulting in an inability to make legally binding decisions and is: a. Unable to be employed; b. 51% or more financially dependent upon the Member or Member's spouse; c. Lives at home with the Member or Member's spouse. Proof may be required by the

Company or the Provider Law Firm before any legal Services may be given. 6. A dependent is the natural or adopted child of the Member, or Member's spouse.

C. General Exclusions:

1. Any Services for matters against the Employer, Company, or Provider Law Firm are not part of this Plan.

2. Services deemed by the attorney to lack merit, or violate any ethics rules are not part of this Plan.

3. Services outside the United States are not part of this Plan. 4. Any matter involving any Member which arises due to business matters or interests

(regardless of the form of the entity), are not part of this Plan. These matters include: a. Ownership, management, or association with a business, partnership, corporate entity, or

trust. b. Any income producing property or venture no matter the nature, full time or part time.

5. Fines, court costs, filing fees, ad litem fees, penalties, expert witness fees, bonds, bail bonds and out of pocket expenses are not part of this Plan.

6. Any person who is a party in a lawsuit against the Company or is named as a defendant in a lawsuit by the Company shall not receive Services during the lawsuit.

7. Any matters which are covered by any insurance policy are not part of this Plan. 8. Services related to patent, trademark or copyright matters are not part of this Plan. 9. Any Services where, in the Provider Law Firm’s Professional Judgment, the requested Service

is unnecessary or unwarranted for adequate advice, would be in violation of any ethics laws, or frivolous or without merit are not part of this Plan.

10. Native American legal issues are not part of this Plan. Such issues include any legal matters relating to Indian Tribes, Native American citizens, and tribal governments. This excludes legal issues before federal, tribal and/or state courts, administrative bodies, arbitration panels or arbitrators, tribunals and/or hearing panels, judges, or officers.

D. Discount: The 25% Discount may be used for any Service but those listed in the General

Exclusions.


BidSync4/9/2018 p. 50

SAMPLE


E. Civil Trial Defense Exclusions: In addition to the General Exclusions above, the below items are not part of any civil trial defense.

1. The 25% Discount may be used for Pre-Existing Conditions. Pre-existing Conditions are defined as those acts which give rise to a lawsuit which are alleged to have occurred prior to the Effective Date, even if the lawsuit was filed after such Effective Date.

2. The 25% Discount may be used for class actions, amicus curiae filings, or interventions. 3. The 25% Discount may be used for any claim, defense, or legal position the Provider Law

Firm deems is not likely to prevail in court or lacks merit. 4. The 25% Discount may be used for any attachment, collection, appeal, or any other post

judgment relief action. 5. The 25% Discount may be used for any counter claims where the Member starts a lawsuit. 6. The 25% Discount may be used for these Services; any matter where a Member is acting on

behalf of, or representing another party (for example: executor, administrator, guardian, or trustee).

7. The 25% Discount may be used for any matters in which the Member is a plaintiff or claimant.

F. Plan: Any reference to the "Plan" refers to this legal service plan between the Company and the Member. G. Licensed Motor Vehicle: A vehicle, except a Commercial Vehicle, which is properly licensed, insured, registered, inspected and with properly working equipment. H. Availability of Services: For any matter between the Member and Member’s spouse or dependents, only the Member may use the Services. Members may use the Services outlined in this Plan only to the extent such Services are available and permitted by the laws of the state having jurisdiction over the legal matter. I. The Company: Any reference to the “Company” in this Plan shall refer to LS, Inc., dba LegalShield. J. Provider Law Firm: The Provider Law Firm is an attorney or law firm who has contracted with the Company to provide the Services described in this Plan in the Member's primary state of residence. This does not require all Services under the Plan be performed by the Provider Law Firm. The Provider Law Firm or the Company may refer matters to a referral attorney (a "Referral Attorney"). Referral Attorney and Provider Attorney may be collectively referred to in this Plan as the Provider Law Firm. K. Geographical Area of Coverage: This legal Services Plan may only be used in the United States. This Plan does not include U.S. Territories. L. Effective Date: The Effective Date of the Plan is the date on which the Employer enrolls the Member and the membership fee has been paid. M. Attorney-Client Contract and Representation: All Services which may require payment of any anticipated cost or payment of a retainer to the Provider Law Firm to cover reasonable anticipated legal services not covered by the Plan, shall be subject to the terms of an Attorney-Client Contract. This Attorney-Client Contract is to be agreed upon by the Member and the Provider Law Firm prior to


BidSync4/9/2018 p. 51

SAMPLE


the time Services are rendered. All determinations of retainers and anticipated costs to be incurred shall be the sole discretion of the Provider Law Firm. When applicable, eligibility for receipt of Services under the Plan is contingent upon payment of such retainers and anticipated costs prior to legal representation. All services and legal representation will be limited to the Services of this Plan. The Provider Law Firm has no duty or relationship beyond the specified Services. Any person covered under this Plan has the right to retain, at his or her own expense, any attorney authorized to practice law in the State of Florida. N. Provider Law Firm’s Professional Judgment: All Services are subject to a Provider Law Firm’s Professional Judgment. The Provider Law Firm determines whether claims or defenses pertaining to any matter under any Service of this Plan present frivolous or otherwise unmeritorious claims or defenses. This includes decisions to take any contingency case or to appeal any judgment or decision by any court or administrative agency. The Provider Attorney reserves the right to make independent professional judgments. The Company will in no way influence or attempt to affect the rendering of professional services by the Provider Law Firm. O. Cancellation of Contract: The Company may cancel this Plan for fraud, non-payment of membership fees, or if, in the first 90-days, the Provider Law Firm determines, in its professional and independent judgment, that the Member is unable, unwilling or incapable of accepting or understanding legal advice and services. All Services will automatically terminate at the end of the Eligibility Period. In the event of cancellation for misrepresentation or fraud, the Company shall notify the Member in writing of its intention to cancel the Plan 45-days prior to the cancellation date. If the Plan is cancelled for non-payment of membership fees, the Company shall notify the Member in writing 20-days prior to the cancellation date. The Member may cancel the Plan at any time by giving written notice to the Company. Upon written request, the Member shall be entitled to be reimbursed by the Company the unused portion of the membership fees paid for this Plan, the amount to be calculated on a pro-rata basis over the period of the Plan. In the event of cancellation by the Company, Services will only be provided for those events reported in writing to the Provider Law Firm during the Eligibility Period. P. Settlement of Disputes: All disputes or claims relating to the Company, the Plan, any Company products, any claims or causes of action between any Member, the Employer, and the Company, and any of the Company’s officers, directors, employees or affiliates, whether in tort or contract; shall be settled totally and finally by arbitration per the Commercial Arbitration Rules of the American Arbitration Association, including the optional rules for emergency measures of protection. If any Member or the Employer files a claim or counterclaim against the Company or any of its officers, directors, employees or affiliates in any such arbitration, they may do so only on an individual basis and not with any other party or as part of a class action. Q. Mutual Cooperation: The Member and Company shall mutually cooperate with the Provider Law Firm for the effective provision of legal Services. At all times the Parties shall conduct the relationship with professionalism and mutual respect. R. Duplication of Coverage: The Member may not secure Services from the Provider Law Firm for the same matter under more than one Plan. The Member may not secure the Services of more than one attorney on any given subject matter.


BidSync4/9/2018 p. 52

SAMPLE


S. Change of Plan: No change in the Plan shall be valid until approved by an officer of the Company and endorsed on, or attached to the Plan. No agent can change the Plan or waive any of its provisions. A 30-day notice will be given should there be any change in this Plan. T. Reinstatement Procedure: Should the Member leave their employment, they may elect to continue their Plan by notifying the Company. The Company, at its option, may reinstate the Plan upon payment by the Member of the member fee. The Effective Date of the reinstatement shall be the date the reinstatement is accepted and processed by the Company. Services are not available for any act or occurrence during the lapse period. U. Change of Fees: The Company has the right to change the membership fee for this Plan. Changes in the fee will only occur on the anniversary date of the Plan. Should the fee be changed, the Member will be sent a 45-day written notice. V. Severability: If any provision of this Plan is deemed invalid or unenforceable in any respect, such provision shall be, to the extent possible, reformed to make it effective. If any provision is deemed invalid and incapable of being reformed, it shall not impact the validity and enforceability of all other provisions of this Plan, which shall remain valid and enforceable. W. Subrogation: If the Company or Provider Law Firm makes a payment under this Plan and the person to or for whom payment was made has a right to recover damages from another, the Company or Provider Law Firm shall be subrogated to that right. X. Release of Information: Members with a concern about a Provider Attorney authorize the Provider Law Firm to disclose to the Company all communications between the Members and the Provider Law Firm. This is done to provide the best customer service. Members should contact Member Services at 1-800-654-7757 with any complaint or concern. A written release may be needed for the Provider Law Firm to respond to a complaint. Members concede that personal information is electronically stored. Y. Complaints: The Member shall have the right to file a complaint with the Florida Bar Association concerning attorney conduct pursuant to this Plan. [ ]

Employer [ ] Officer of LS, Inc., dba LegalShield


BidSync4/9/2018 p. 53

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0

Zip Code City State # of Members

# of Members with

access to a network

attorney within 5

miles

% of Members with

access to a network

attorney within 5

miles

6371 OLD LYME CT 1 1 100%

20613 BRANDYWINE MD 1 0 0%

32163 THE VILLAGES FL 1 0 0%

32176 ORMOND BEACH FL 1 0 0%

32317 TALLAHASSEE FL 1 0 0%

32669 NEWBERRY FL 1 1 100%

32796 TITUSVILLE FL 1 0 0%

32819 ORLANDO FL 1 0 0%

32824 ORLANDO FL 1 0 0%

32908 PALM BAY FL 1 0 0%

32909 PALM BAY FL 1 0 0%

32935 MELBOURNE FL 1 1 100%

33004 DANIA FL 47 47 100%

33008 HALLANDALE FL 1 1 100%

33009 HALLANDALE FL 50 50 100%

33010 HIALEAH FL 1 1 100%

33012 HIALEAH FL 7 0 0%

33013 HIALEAH FL 1 0 0%

33014 MIAMI LAKES FL 5 0 0%

33015 MIAMI FL 21 21 100%

33016 HIALEAH FL 3 3 100%

33018 HIALEAH GARDENS FL 12 12 100%

33019 HOLLYWOOD FL 18 18 100%

33020 HOLLYWOOD FL 123 123 100%

33021 HOLLYWOOD FL 118 118 100%

33022 HOLLYWOOD FL 5 5 100%

33023 MIRAMAR FL 149 149 100%

33024 HOLLYWOOD FL 172 172 100%

33025 MIRAMAR FL 109 109 100%

33026 PEMBROKE PINES FL 56 56 100%

33027 MIRAMAR FL 64 64 100%



33032 HOMESTEAD FL 4 4 100%

33033 HOMESTEAD FL 2 2 100%

33054 MIAMI GARDENS FL 13 13 100%

33055 MIAMI FL 18 18 100%

33056 MIAMI FL 43 43 100%

33060 POMPANO BEACH FL 83 83 100%


33062 HILLSBORO BEACH FL 50 50 100%

33063 MARGATE FL 193 193 100%

33064 LIGHTHOUSE POINT FL 111 111 100%

33065 CORAL SPRINGS FL 145 145 100%

33066 COCONUT CREEK FL 55 55 100%

GEOGRAPHIC ACCESS (Use this template)Vendor may use standard GEO Access reports instead;

however, data must be based on the information below.


BidSync4/9/2018 p. 61


33068 MARGATE FL 157 157 100%





33074 LIGHTHOUSE POINT FL 2 2 100%


33076 PARKLAND FL 57 57 100%





33093 MARGATE FL 3 3 100%


33119 MIAMI BEACH FL 1 1 100%

33125 MIAMI FL 4 4 100%

33126 MIAMI FL 3 3 100%

33127 MIAMI FL 8 8 100%

33129 MIAMI FL 1 1 100%

33130 MIAMI FL 1 1 100%

33131 MIAMI FL 2 2 100%

33132 MIAMI FL 3 3 100%

33133 MIAMI FL 5 5 100%

33134 CORAL GABLES FL 3 3 100%

33135 MIAMI FL 3 3 100%

33136 MIAMI FL 2 2 100%

33137 MIAMI FL 1 1 100%

33138 MIAMI SHORES FL 9 9 100%




33142 MIAMI FL 7 7 100%

33143 MIAMI FL 3 3 100%

33144 MIAMI FL 1 1 100%

33145 MIAMI FL 4 4 100%

33147 MIAMI FL 11 11 100%

33150 MIAMI FL 7 7 100%

33155 MIAMI FL 4 4 100%

33157 MIAMI FL 4 4 100%

33158 PALMETTO BAY FL 1 1 100%

33160 SUNNY ISLES BEACH FL 13 13 100%

33161 N MIAMI FL 19 19 100%

33162 NORTH MIAMI BEACH FL 26 26 100%

33165 MIAMI FL 2 2 100%

33166 MIAMI SPRINGS FL 3 3 100%

33167 MIAMI FL 10 10 100%

33168 MIAMI FL 12 12 100%

33169 MIAMI FL 50 50 100%

33172 MIAMI FL 2 2 100%

33173 MIAMI FL 2 2 100%

33174 MIAMI FL 2 2 100%

33175 MIAMI FL 2 2 100%


BidSync4/9/2018 p. 62

33176 MIAMI FL 3 3 100%

33177 MIAMI FL 6 0 0%

33178 DORAL FL 6 0 0%

33179 MIAMI FL 30 30 100%

33180 AVENTURA FL 11 11 100%

33181 NORTH MIAMI FL 8 8 100%

33182 MIAMI FL 2 0 0%

33185 MIAMI FL 1 1 100%

33186 MIAMI FL 2 0 0%

33187 MIAMI FL 3 0 0%

33190 CUTLER BAY FL 1 1 100%

33193 MIAMI FL 2 2 100%

33194 MIAMI FL 1 1 100%

33196 MIAMI FL 5 0 0%

33233 MIAMI FL 1 1 100%

33238 MIAMI FL 2 2 100%

33261 MIAMI FL 1 1 100%

33301 FT LAUDERDALE FL 49 49 100%


33303 FORT LAUDERDALE FL 1 1 100%


33305 WILTON MANORS FL 33 33 100%








33312-3600 FT LAUDERDALE FL 1 0 0%

33313 LAUDERHILL FL 183 183 100%

33314 DAVIE FL 58 58 100%


33315-1538 FT LAUDERDALE FL 1 0 0%


33317 PLANTATION FL 147 147 100%

33318 PLANTATION FL 5 5 100%

33319 TAMARAC FL 178 178 100%

33320 TAMARAC FL 2 2 100%

33321 TAMARAC FL 153 153 100%

33322 PLANTATION FL 141 141 100%

33323 SUNRISE FL 66 66 100%

33324 PLANTATION FL 134 134 100%

33325 DAVIE FL 73 73 100%

33326 SUNRISE FL 57 57 100%

33327 WESTON FL 28 28 100%

33328 DAVIE FL 87 87 100%

33329 DAVIE FL 3 3 100%

33330 COOPER CITY FL 26 26 100%

33331 DAVIE FL 34 34 100%





BidSync4/9/2018 p. 63




33351 LAUDERHILL FL 120 120 100%


33401 WEST PALM BEACH FL 2 2 100%

33403 PALM BCH GARDENS FL 1 1 100%

33404 RIVIERA BEACH FL 4 4 100%



33408 NORTH PALM BEACH FL 1 1 100%


33410 PALM BCH GARDENS FL 1 1 100%

33411 ROYAL PALM BEACH FL 12 0 0%



33414 ROYAL PALM BEACH FL 7 0 0%



33418 PALM BEACH GARDEN FL 3 0 0%

33426 BOYNTON BEACH FL 7 0 0%

33428 BOCA RATON FL 27 27 100%

33429 BOCA RATON FL 1 1 100%

33430 BELLE GLADE FL 1 0 0%

33431 BOCA RATON FL 9 9 100%

33432 BOCA RATON FL 6 6 100%

33433 BOCA RATON FL 28 28 100%

33434 BOCA RATON FL 10 10 100%




33441 DEERFIELD BEACH FL 34 34 100%



33444 DELRAY BEACH FL 4 0 0%



33449 LAKE WORTH FL 2 0 0%


33458 JUPITER FL 3 0 0%

33460 LAKE WORTH FL 3 3 100%





33469 JUPITER FL 1 0 0%

33470 LOXAHATCHEE FL 8 0 0%




33477 JUPITER FL 1 1 100%

33478 JUPITER FL 1 0 0%



BidSync4/9/2018 p. 64


33486 BOCA RATON FL 15 15 100%

33487 BOCA RATON FL 6 6 100%

33496 BOCA RATON FL 6 6 100%

33498 BOCA RATON FL 9 9 100%

33569 RIVERVIEW FL 1 1 100%

33868 POLK CITY FL 1 0 0%

33901 FORT MYERS FL 1 1 100%

33908 FORT MYERS FL 1 0 0%

33917 NORTH FORT MYERS FL 1 0 0%

33960 VENUS FL 1 0 0%

33970 LEHIGH ACRES FL 1 0 0%

33993 CAPE CORAL FL 1 1 100%

34139 EVERGLADES CITY FL 1 0 0%

34472 OCALA FL 1 0 0%

34476 OCALA FL 2 0 0%

34668 PORT RICHEY FL 1 1 100%

34683 PALM HARBOR FL 1 1 100%

34949 HUTCHINSON ISLAND FL 1 0 0%

34952 PORT ST LUCIE FL 1 0 0%

34953 PORT SAINT LUCIE FL 9 0 0%

34981 FT PIERCE FL 1 1 100%

34982 FORT PIERCE FL 1 0 0%




34997 STUART FL 4 0 0%

60611 CHICAGO IL 1 1 100%

5680 5452 96%TOTAL EMPLOYEES


BidSync4/9/2018 p. 65

PROPOSED IMPLEMENTATION TIMELINE

*Dates provided are only estimations.

Task Owner Due Date

Conduct Implementation Kick Off Call LS/SAM 2/15/2018

Confirm Plan/Pricing Selection LS/SAM 2/15/2018

Send Enrollment File Spec/LS File Set Up Authorization Form LS 2/15/2018

Finalize Enrollment /Communication Process- Materials and Meetings LS/SAM 2/15/2018

Review Billing Process LS/SAM 3/01/2018

Review Enrollment File Spec Parameters LS/SAM 3/01/2018

Send LS File Enrollment Setup Authorization Form SAM 4/04/2018

Send Signed Contract SAM 3/01/2018

Conduct Mid-Implementation "Check-in" Meeting (if not conducted weekly) LS/SAM 3/20/2018

Send Enrollment File Test SAM 5/1/2018

Enrollment Period SAM 4/01-4/14

Send Enrollment File SAM 6/15/2018

Effective/Go Live Date LS 7/01/2018

Member Onboarding Communication Sent to Participants LS 7/3/2018

Post Open Enrollment/Ongoing Support Review LS/SAM 8/1/2018

* LS = LegalShield/ SAM = SAMPLE ACCOUNT


BidSync4/9/2018 p. 66

Vendor Reference Verification Form

Vendor is required to submit completed Reference Verification Forms for previous projects referenced in its submittal. Vendor should provide the Vendor Reference Verification Form to its reference organization/firm to complete and return to the Vendor’s attention. Vendor should submit the completed Vendor Reference Form with its response by the solicitation’s deadline. The County will verify references provided as part of the review process. Provide a minimum of three (3) non-Broward County Board of County Commissioners’ references.


BidSync4/9/2018 p. 67


Broward County Solicitation No. and Title:

RFP No. R2114349P1 - Group Legal Prepaid Insurance Services

Reference for:

Organization/Firm Name providing reference:

Contact Name: Reference date:

Contact Phone: Contact Email:

Name of Referenced Project:

Contract No. Date Services Provided: Project Amount:

Vendor’s role in Project: Prime Vendor Subconsultant/Subcontractor

Would you use this vendor again? Yes No

Description of services provided by Vendor:

Please rate your experience with the referenced Vendor:

Needs Improvement

Satisfactory Excellent Not Applicable

1. Vendor’s Quality of Servicea. Responsiveb. Accuracyc. Deliverables

2. Vendor’s Organization:a. Staff expertiseb. Professionalismc. Turnover

3. Timeliness of:a. Projectb. Deliverables

4. Project completed within budget

5. Cooperation with:a. Your Firmb. Subcontractor(s)/Subconsultant(s)c. Regulatory Agency(ies)

Additional Comments: (provide on additional sheet if needed)

All information provided to Broward County is subject to verification. Vendor acknowledges that inaccurate, untruthful, or incorrect statements made in support of this response may be used by the County as a basis for rejection, rescission of the award, or termination of the contract and may also serve as the basis for debarment of Vendor pursuant to Section 21.119 of the Broward County Procurement Code.

to

Title:

***THIS SECTION FOR COUNTY USE ONLY***

Verified via: ____EMAIL ____VERBAL Verified by: ______________________________ Division: _______________ Date: _____________


BidSync4/9/2018 p. 68




BidSync4/9/2018 p. 69




Reference for:










Needs Improvement









to

Title:




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BidSync4/9/2018 p. 71




Reference for:










Needs Improvement









to

Title:




BidSync4/9/2018 p. 72

SAMPLE LEGAL SERVICES PLAN

ADVICE AND CONSULTATION SERVICES

Phone Consultation.Members may have toll-free phone consultations on any personal legal subject matter.

Members may receive legal research if the legal matter cannot be fully addressed during the phone consultation.

Office Visits.Office visits are subject to an appointment with the Provider Law Firm to discuss a personal legal matter.There are no limits on the number of times per year a Member may use this Service. This Service is notmeant to provide the Member with continuing access to the Provider Law Firm to undertake his or her ownrepresentation.

Demand Letter or Phone Call.A phone call or a letter to a third party may be made by the Provider Law Firm, subject to its ProfessionalJudgment. Such phone call or letter may be made when it would further assist the Member's personallegal matter.

24/7 Emergency Access.Members may have toll-free phone access to the Provider Law Firm on a 24-hour per day basis for coveredemergencies. These emergencies include when being:

1. detained by law enforcement;2. seriously injured in an accident; or3. served with a search warrant.

Members must call this emergency number at 1-877-825-3797 to speak with the Provider Law Firm. Phoneaccess is subject to conditions set by the detaining or questioning authority, which may keep the Provider LawFirm from speaking with the Member. Not all calls will be put through to the Provider Law Firm. EmergencyAccess cannot assist in making, posting, or obtaining bond, bail, or other security required for release.

DOCUMENT SERVICES

Document Review.The Provider Law Firm will provide legal review of a Members' personal legal document. Then the Provider LawFirm will consult the Members on any areas of concern and the legal implications of those provisions. The law

OFFERED BY: LS, INC. ONE PRE-PAID WAY - P.O. BOX 145 ADA, OKLAHOMA 74820 1-800-654-7757

LSFL-590.EMP(05/17) NATIONAL PLAN


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SAMPLE

firm will provide, when needed, edits or revisions to the document. This Service does not include preparation ofa document to be used by the Members for use in court proceedings or lawsuits in which the Member is repre-senting his or her self. This Service will not cover review of documents prepared by another attorney currentlyrepresenting the Member.

Affidavits.The Provider Law Firm will advise, prepare and review documents for an affidavit. The Member must be theaffiant. The 25% Discount may be used for responsive affidavits.

FAMILY & DOMESTIC RELATED SERVICES

Name Change.The Provider Law Firm will advise, prepare documents, and review a name change for the Members in their stateof residence. When needed, this Service includes the preparation for and attendance at the initial hearing to ob-tain the name change. Preparation of any required publication notice and any governmental documentation suchas fingerprints and criminal history checks are not part of this Service.

Adoption.The Provider Law Firm will prepare and review documents, advise, and attend the hearing for an adoption in theMember's state of residence. The adoption must be a domestic adoption in the United States. The adoptee mustbe a person under the age of 18. Preparation of any required publication notice or any governmental documentsuch as fingerprints and criminal history checks are not part of this Service.

Guardianship / Conservatorship.The Provider Law Firm will advise, prepare and review documents for the creation of a new guardianship or con-servatorship over a person or estate. The named guardian or conservator must be the Member or Member'sspouse. This Service includes representation in guardianship proceedings. The 25% Discount may be used foran ongoing accounting or termination of guardianship.

Juvenile Matters.The Provider Law Firm will prepare and review documents, advise, and represent a Member or a dependent childin any juvenile court matter, provided there is no conflict of interest between the Member and the dependent child.In the event of a conflict, this Service provides an attorney for the Member only including Services for parental re-sponsibility. Matters in which a juvenile is charged as an adult are not part of this Service.

Protection from Domestic Violence.When Members are seeking to be protected by a victim protection order the Provider Law Firm will prepare andreview documents, advise, and represent him or her in court.

Incompetency Defense.The Member or Member's spouse will receive document preparation and review, advice, and court representationwhen he or she is subject to a civil competency determination.

Elder Care Issues.The Provider Law Firm will advise and review documents for a Member with respect to the Member's liabilityfor their parent's elder care issues (including Medicare, Medicaid, prescription plans, nursing home agree-ments, Power of Attorney, Living Wills, and Wills). Preparation of documents is not part of this Service. Theparent of the Member is not covered.

Immigration Assistance.Members who need immigration assistance may call the Provider Law Firm for advice and document review.Document preparation and court representation are not part of this Service.

Prenuptial Agreements.The Provider Law Firm will advise, prepare and review documents when the Member needs a prenuptial agreement.

Identity Theft.The Provider Law Firm will advise, prepare and review documents related to the identity theft of any Member.

Page 2 of 8 LSFL-590.EMP(05/17) NATIONAL PLAN


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SAMPLE

HOME SERVICES

Mortgage Document Services.The Provider Law Firm will advise, prepare and review documents for any residential mortgage documents of theMember or Member's spouse for their primary or secondary home. They must be the mortgagor, debtor, or buyer.Mortgage Document Services include representation of the Member of Member's spouse at a real estate closingwhen an attorney is required by law in the jurisdiction to attend a closing. The 25% Discount may be used for re-view of an abstract, preliminary title reports, or preparation of a title opinion.

Deeds.When the Member or Member's spouse is purchasing or selling a primary or secondary home the Provider LawFirm will advise, prepare and review documents related to real property deeds.

Boundary or Title Disputes.The Provider Law Firm will prepare and review documents, advise, and represent the Member or Member's spousewhen he or she is a defendant in a boundary or title dispute. This Service includes Eminent Domain.

Eviction and Tenant Problems.The Provider Law Firm will prepare and review documents, advise, and represent any Member, 18 years of age orolder, who is the tenant with eviction or tenant problems. This includes security deposits and property damageclaims. The Member must be the defendant.

Home Equity Loan.The Provider Law Firm will advise and review the documents of a home equity loan for a Member or Member'sspouse. This Service is for their primary or secondary home. The Member or Member's spouse must be thedebtor.

Property Tax Assessments.The Provider Law Firm will prepare and review documents, advise, and represent the Member or Member's spousein a legal proceeding about property tax assessments and property valuations.

Refinancing of Home.When the Member or Member's spouse refinances their primary home the Provider Law Firm will advise and reviewthe documents.

Zoning Applications.The Provider Law Firm will prepare and review documents, advise, and represent the Member or Member's spousebefore a zoning authority to help in a personal zoning application for a primary residence. Applications or issues forbusiness assets or property are not part of this Service.

Foreclosure.The Provider Law Firm will prepare and review documents, advise, and represent the Member or Member's spousein a court proceeding for foreclosure of their primary or secondary home. The Member or Member's spouse mustbe the defendant.

Repossession.The Provider Law Firm will prepare and review documents, advise, and represent any Member in a legal proceedingfor repossession of personal property. A Member must be the defendant.

Garnishment.The Provider Law Firm will advise, prepare and review documents for the Member or Member's spouse for a wageor earnings garnishment. The Member or Member's spouse must be the defendant.

FINANCE

Bankruptcy.The Provider Law Firm will prepare and review documents, advise, and represent the Member or Member's spousefor a Personal Chapter 7 or Chapter 13 bankruptcy. The Member or Member's spouse must be the debtor.



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SAMPLE

Promissory Notes.The Provider Law Firm will advise, prepare and review documents related to promissory notes for any Member.

Consumer Protection.The Provider Law Firm will prepare and review documents, advise, and represent the Member or Member's spousein court for consumer issues. These issues include personal property matters. The Member or Member's spousemust be a defendant. This Service does not include representation for collection activities after a judgment, anypost judgment actions, execution of judgment, or appeals.

WILL AND ESTATE PLANNING SERVICES

Last Will and Testament or Codicils.A Last Will and Testament or Codicil prepared for any Members who are at least 18 years old. Any other provi-sions in the Will or Codicil regarding planning for estate taxes are not included. These Services do not includethe distribution for any assets outside of the United States.

Living Will or Physician's Directive.A Directive to Physician or Living Will, which conforms to state law, may be prepared for any Members who areat least 18 years old.

Trusts.The Provider Law Firm will advise, prepare and review documents of a trust in which the Member or Member'sspouse is the settlor. This Service does not include tax advice, financial planning, or estate tax planning.

Health Care Power of Attorney.A Health Care Power of Attorney, which conforms to state law, may be prepared for any Members who are atleast 18 years old.

Probate.The Provider Law Firm will advise and review documents for a probate of a Last Will and Testament. The Membermust be the named executor. This Service does not include document preparation or representation in court.

MOTOR VEHICLE SERVICES

Moving Traffic Violations.The Provider Law Firm will advise, negotiate, review documents, and represent the Member in court for movingtraffic violations. Those violations that result in felony charges, DUI, or related charges are not included in thisPlan.

Suspended Driver's License Assistance.When the Member is denied a driver's license or a driver's license has been cancelled, suspended, or revokedby the issuing authority the Provider Law Firm will advise and represent the Member. In this situation, a rightto appeal must be provided by statute. Pre-existing matters are not part of this Plan.

The Provider Law Firm will assist when the Member needs legal assistance to reinstate or maintain a driver'slicense due to job related matters or medical reasons.

Motor Vehicle Property Damage.The Provider Law Firm will assist up to, but not including, the filing of a lawsuit to collect all property damage claims.These Services are for property damage incurred due to a vehicle, owned by the Member, being struck by any motorvehicle. Pre-existing matters are not part of this Plan.

Motor Vehicle Services Exclusions:1. The Member may use the 25% Discount for any matter in which it is alleged that he or she is under the influ-ence of or impaired from using alcohol, intoxicants, medicines whether prescribed or not, controlled substances,or chemicals.2. The 25% Discount may be used for any matter where, in the Professional Judgment of the Provider LawFirm, a claim, defense, or legal position is not likely to prevail in court. This includes matters that are frivo-lous, groundless, or with no merit.



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SAMPLE

3. Any matter while driving a Commercial Vehicle is not part of this Service. A Commercial Vehicle is definedas a motor vehicle being driven by Members for commercial or income-producing purposes.4. Except as listed above, the 25% Discount may be used for any matter related to criminal charges, hit-and-run related charges, leaving the scene of an accident or similar charges.5. The 25% Discount may be used for any matter related to charges that a Member is driving without a validdriver's license or statutorily required insurance.6. The 25% Discount may be used for defense of the Member on any criminal charge for manslaughter, involun-tary manslaughter, negligent homicide, or vehicular homicide, arising from the allowed use of a Licensed MotorVehicle.7. The 25% Discount may be used for any appeal, ongoing hearings, experts, or other post judgment reliefaction, including any matters or actions that must be filed in a different court for reconsideration or review.

IRS AUDIT AND COLLECTION SERVICES

The Provider Law Firm will advise and represent the Member or Member's spouse when notified in writing by theInternal Revenue Service (the "IRS"), state, or local taxing authorities of an audit, investigation, or exam of his orher tax return. These Services include written request to appear at the offices of the IRS, state, or local taxingauthorities about his or her tax return. Garnishments, attachments, appeals, or any other post judgment reliefactions are not covered. Trust returns, business or corporate tax returns, payroll and related returns are not cov-ered. Charges of tax fraud or income tax evasion are not covered. The Service does not include prosecuting aclaim for the return of overpaid taxes or the preparation of any tax returns. These Services begin with a tax returndue in the same year as the Effective Date.

ADDITIONAL DISCOUNT SERVICES

25% Discount.For all personal legal matters that are not fully covered by this Plan, the Members will have the right to Servicesat a 25% discount of the standard hourly rate. This does not apply to contingency fee matters or flat rate fee ar-rangements, which may be negotiated at a separate rate with the Provider Law Firm.

GENERAL PROVISIONS OF SERVICE PLAN

All Services are a part of and are subject to the General Provisions of this Plan.

A. Provision of Services, Attorneys, and Location of Services: Services will be provided by attorneys desig-nated by the Company, who are licensed, practicing attorneys (referred to as the Provider Law Firm or ProviderAttorney). All initial requests for Services must be directed through the Provider Law Firm in the Member's stateof residence. For legal matters that arise within the United States and outside the Member's state of residence,the Provider Law Firm may assign an attorney who is licensed in that jurisdiction. Should the Member move to an-other state, they should notify the Company. Their Provider Law Firm will switch to their new state of residenceafter they notify the Company. All Services except for 24/7 Emergency Access will be accessed during businesshours, Monday to Friday, 8:30 a.m. to 5 p.m., except on holidays. The Member may not require a letter be sent ora phone call be made, any Service be performed, or any pleading, position, or issue be presented by the ProviderLaw Firm. The Provider Law Firm retains the right to make all final decisions about the Services.

B. Members shall include: 1. The Member ("Employee") 2. The Member's spouse. 3. Never married dependent children of the Member, or Member's spouse, under 26 years of age who are permanent residents of the Member's household or full time students. 4. Children under 18 years of age for whom the Member, or the Member's spouse, is the legal guardian. 5. Any dependent child, regardless of age, who is physically disabled or mentally incapacitated resulting in an inability to make legally binding decisions and is:

a. Unable to be employed; b. 51% or more financially dependent upon the Member or Member's spouse; c. Lives at home with the Member or Member's spouse. Proof may be required by the Company or the Provider Law Firm before any legal Services may be given.

6. A dependent is the natural or adopted child of the Member, or Member's spouse.



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SAMPLE

C. General Exclusions: 1. Any Services for matters against the Employer, Company, or Provider Law Firm are not part of this Plan. 2. Services deemed by the attorney to lack merit, or violate any ethics rules are not part of this Plan. 3. Services outside the United States are not part of this Plan. 4. Any matter involving the Member which arises due to business matters or interests (regardless of the

form of the entity) are not part of this Plan. These matters include: a. Ownership, management, or association with a business, partnership, corporate entity, or trust. b. Any income producing property or venture no matter the nature, full time or part time.

5. Fines, court costs, filing fees, ad litem fees, penalties, expert witness fees, bonds, bail bonds, and out ofpocket expenses are not part of this Plan.

6. Any person who is a party in a lawsuit against the Company or is named as a defendant in a lawsuit bythe Company shall not receive Services during the lawsuit.

7. Any matters which are covered by any insurance policy are not part of this Plan. 8. Services related to patent, trademark, or copyright matters are not part of this Plan. 9. Any Services where, in the Provider Law Firm's Professional Judgment, the requested Service is

unnecessary or unwarranted for adequate advice, or would be in violation of any ethics laws, orfrivolous, or with no merit are not part of this Plan.

10. Native American legal issues are not part of this Service. Such issues include any legal matters relating to Indian Tribes, Native American citizens, and tribal governments. This excludes legal issues before federal, tribal and/or state courts, administrative bodies, arbitration panels or arbitrators, tribunals and/or hearing panels, judges, or officers.

D. Discount: The 25% Discount may be used for any Service but those listed in the General Exclusions.

E. Civil Trial Defense Exclusions: In addition to the General Exclusions above, the below items are not part ofany civil trial defense.

1. The 25% Discount may be used for Pre-Existing Conditions. Pre-existing Conditions are defined as thoseacts which give rise to a lawsuit which are alleged to have occurred prior to the Effective Date, even if thelawsuit was filed after such Effective Date.

2. The 25% Discount may be used for class actions, amicus curiae filings or interventions.3. The 25% Discount may be used for any claim, defense, or legal position the Provider Law Firm deems is

not likely to prevail in court or lacks merit.4. The 25% Discount may be used for any attachment, collection, appeal, or any other post judgment relief

action.5. The 25% Discount may be used for any counter claims where the Member starts a lawsuit.6. The 25% Discount may be used for these Services; any matter where a Member is acting on behalf of, or

representing another party (for example: executor, administrator, guardian, or trustee).7. The 25% Discount may be used for any matters in which the Member is a plaintiff or claimant.

F. Plan: Any reference to the "Plan" refers to this legal service plan between the Company and the Member.

G. Licensed Motor Vehicle: A vehicle, except a Commercial Vehicle, which is properly licensed, insured,registered, inspected, and with properly working equipment.

H. Availability of Services: For any matter between the Member and Member's spouse or dependents, only theMember may use the Services. Members may use the Services outlined in this Plan only to the extent such Serv-ices are available and permitted by the laws of the state having jurisdiction over the legal matter.

I. The Company: Any reference to the "Company" in this Plan shall refer to LS, Inc., dba LegalShield.

J. Provider Law Firm: The Provider Law Firm is an attorney or law firm who has contracted with the Companyto provide the Services described in this Plan in the Member's primary state of residence. This does not requireall Services under the Plan to be performed by the Provider Law Firm. The Provider Law Firm or the Company,may refer matters to a referral attorney (a "Referral Attorney"). Referral Attorney and Provider Attorney may becollectively referred to in this Plan as the Provider Law Firm.

K. Geographical Area of Coverage: This legal Services Plan may only be used in the United States. This Plandoes not include U.S. Territories.



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SAMPLE

L. Effective Date: The Effective Date of the Plan is the date on which the Employer enrolls the Member and themembership fee has been paid.

M. Attorney-Client Contract and Representation: All Services which may require payment of any anticipatedcost or payment of a retainer to the Provider Law Firm to cover reasonable anticipated legal Services not coveredby the Plan, shall be subject to the terms of an Attorney-Client Contract. This Attorney-Client Contract is to be a-greed upon by the Member and the Provider Law Firm prior to the time Services are rendered. All determinationsof retainers and anticipated costs to be incurred shall be the sole discretion of the Provider Law Firm. When appli-cable, eligibility for receipt of Services under the Plan is contingent upon payment of such retainers and anticipatedcosts prior to legal representation. All services and legal representation will be limited to the Services of this Plan.The Provider Law Firm has no duty or relationship beyond the specified Services. Any person covered under thisPlan has the right to retain, at his or her own expense, any attorney authorized to practice law in the State of Florida.

N. Provider Law Firm's Professional Judgment: All Services are subject to a Provider Law Firm's ProfessionalJudgment. The Provider Law Firm determines whether claims or defenses pertaining to any matter under any Serv-ice of this Plan present frivolous or otherwise unmeritorious claims or defenses. This includes decisions to take anycontingency case or to appeal any judgment or decision by any court or administrative agency. The Provider Attor-ney reserves the right to make independent professional judgments. The Company will in no way influence or at-tempt to affect the rendering of professional services by the Provider Law Firm.

O. Cancellation of Contract: The Company may cancel this Plan for fraud, non-payment of membership fees, orif, in the first 90-days, the Provider Law Firm determines, in its professional and independent judgment, that theMember is unable, unwilling or incapable of accepting or understanding legal advice and services. All Services willautomatically terminate at the end of the Eligibility Period. In the event of cancellation for misrepresentation or fraud,the Company shall notify the Member in writing of its intention to cancel the Plan 45-days prior to the cancellationdate. If the Plan is cancelled for non-payment of membership fees, the Company shall notify the Member in writing20-days prior to the cancellation date. The Member may cancel the Plan at any time by giving written notice to theCompany. Upon written request, the Member shall be entitled to be reimbursed by the Company the unused portionof the membership fees paid for this Plan, the amount to be calculated on a pro-rata basis over the period of the Plan.In the event of cancellation by the Company, Services will only be provided for those events reported in writing tothe Provider Law Firm during the Eligibility Period.

P. Settlement of Disputes: All disputes or claims relating to the Company, the Plan, any Company products, anyclaims, or causes of action between the any Member, the Employer, and the Company, and any of the Company'sofficers, directors, employees or affiliates, whether in tort or contract; shall be settled totally and finally by arbitrationper the Commercial Arbitration Rules of the American Arbitration Association, including the optional rules for emer-gency measures of protection. If any Member or the Employer files a claim or counterclaim against the Companyor any of its officers, directors, employees or affiliates in any such arbitration, they may do so only on an individualbasis and not with any other party or as part of a class action.

Q. Mutual Cooperation: The Member and Company shall mutually cooperate with the Provider Law Firm for theeffective provision of legal Services. At all times the Parties shall conduct the relationship with professionalism andmutual respect.

R. Duplication of Coverage: The Member may not secure Services from the Provider Law Firm for the samematter under more than one Plan. The Member may not secure the Services of more than one attorney on anygiven subject matter.

S. Change of Plan: No change in the Plan shall be valid until approved by an officer of the Company and endorsedon, or attached to the Plan. No agent can change the Plan or waive any of its provisions. A 30-day notice will begiven should there be any change in this Plan.

T. Reinstatement Procedure: Should the Member leave their employment, they may elect to continue their Planby notifying the Company. The Company, at its option, may reinstate the Plan upon payment by the Member of themember fee. The Effective Date of the reinstatement shall be the date the reinstatement is accepted and processedby the Company. Services are not available for any act or occurrence during the lapse period.



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SAMPLE

U. Change in Fees: The Company has the right to change the membership fee for this Plan. Changes in the feewill only occur on the anniversary date of the Plan. Should the fee be changed, the Member will be sent a 45-daywritten notice.

V. Severability: If any provision of this Plan is deemed invalid or unenforceable in any respect, such provisionshall be, to the extent possible, reformed to make it effective. If any provision is deemed invalid and incapableof being reformed, it shall not impact the validity and enforceability of all other provisions of this Plan, which shallremain valid and enforceable.

W. Subrogation: If the Company or Provider Law Firm makes a payment under this Plan and the person to or forwhom payment was made has a right to recover damages from another, the Company or Provider Law Firm shall besubrogated to that right.

X. Release of Information: Members with a concern about a Provider Attorney authorize the Provider Law Firmto disclose to the Company all communications between the Members and the Provider Law Firm. This is done toprovide the best customer service. Members should contact Member Services at 1-800-654-7757 with any com-plaint or concern. A written release may be needed for the Provider Law Firm to respond to a complaint. Membersconcede that personal information is electronically stored.

Y. Complaints: The Member shall have the right to file a complaint with the Florida Bar Association concerningattorney conduct pursuant to this Plan.

Jeff Bell Chief Executive Officer



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5

6

Standard Instructions to VendorsRequest for Proposals, Request for Qualifications, or Request for Letters of Interest

Vendors are instructed to read and follow the instructions carefully, as any misinterpretation or failure to comply with instructions may lead to a Vendor ’s submittal being rejected.

Vendor MUST submit its solicitation response electronically and MUST confirm its submittal in order for the County to receive a valid response through BidSync. Refer to the

Purchasing Division website or contact BidSync for submittal instructions.

A. Responsiveness Criteria:

In accordance with Broward County Procurement Code Section 21.8.b.65, a Responsive Bidder [Vendor] means a person who has submitted a proposal which conforms in all material respects to a solicitation. The solicitation submittal of a responsive Vendor must be submitted on the required forms, which contain all required information, signatures, notarizations, insurance, bonding, security, or other mandated requirements required by the solicitation documents to be submitted at the time of proposal opening.

Failure to provide the information required below at the time of submittal opening may result in a recommendation Vendor is non-responsive by the Director of Purchasing. The Selection or Evaluation Committee will determine whether the firm is responsive to the requirements specified herein. The County reserves the right to waive minor technicalities or irregularities as is in the best interest of the County in accordance with Section 21.30.f.1(c) of the Broward County Procurement Code.

Below are standard responsiveness criteria; refer to Special Instructions to Vendors , for Additional Responsiveness Criteria requirement(s).

1. Lobbyist Registration Requirement CertificationRefer to Lobbyist Registration Requirement Certification . The completed form should be submitted with the solicitation response but must be submitted within three business days of County ’s request. Vendor may be deemed non-responsive for failure to fully comply within stated timeframes.

2. Addenda The County reserves the right to amend this solicitation prior to the due date. Any change(s) to this solicitation will be conveyed through the written addenda process. Only written addenda will be binding. If a “must” addendum is issued, Vendor must follow instructions and submit required information, forms, or acknowledge addendum, as instructed therein. It is the responsibility of all potential Vendors to monitor the solicitation for any changing information, prior to submitting their response.

B. Responsibility Criteria:

Definition of a Responsible Vendor: In accordance with Section 21.8.b.64 of the Broward County Procurement Code, a Responsible Vendor means a Vendor who has the capability in all respects to perform the contract requirements, and the integrity and reliability which will assure good faith performance.

The Selection or Evaluation Committee will recommend to the awarding authority a determination of a Vendor ’s responsibility. At any time prior to award, the awarding authority may find that a Vendor is not responsible to receive a particular award.

Failure to provide any of this required information and in the manner required may result in a recommendation by the Director of Purchasing that the Vendor is non-responsive.

Below are standard responsibility criteria; refer to Special Instructions to Vendors, for Additional Responsibility Criteria requirement(s).

1. Litigation History

a. All Vendors are required to disclose to the County all "material" cases filed, pending, or resolved during the last three (3) years prior to the solicitation response due date, whether such cases were brought by or against the Vendor, any parent or subsidiary of the Vendor, or any predecessor organization. A case is considered to be "material" if it relates, in whole or in part, to any of the following:

i. A similar type of work that the vendor is seeking to perform for the County under the current solicitation;

ii. An allegation of negligence, error or omissions, or malpractice against the vendor or any of its principals or agents who would be performing work under the current solicitation;

iii. A vendor's default, termination, suspension, failure to perform, or improper performance in connection with any contract;

iv. The financial condition of the vendor, including any bankruptcy petition (voluntary and involuntary) or receivership; or

v. A criminal proceeding or hearing concerning business-related offenses in which the vendor or its principals (including officers) were/are defendants.

b. For each material case, the Vendor is required to provide all information identified on the Litigation History Form .

c. The County will consider a Vendor's litigation history information in its review and determination of responsibility.

d. If the Vendor is a joint venture, the information provided should encompass the joint venture and each of the entities forming the joint venture.

e. A Vendor is also required to disclose to the County any and all case(s) that exist between the County and any of the Vendor's subcontractors/subconsultants proposed to work on this project.

f. Failure to disclose any material case, or to provide all requested information in connection with each such case, may result in the Vendor being deemed non-responsive.

2. Financial Information

a. All Vendors are required to provide the Vendor's financial statements at the time of submittal in order to demonstrate the Vendor's financial capabilities.

b. Each Vendor shall submit its most recent two years of financial statements for review. The financial statements are not required to be audited financial statements. The annual financial statements will be in the form of:

i. Balance sheets, income statements and annual reports; or ii. Tax returns; or iii. SEC filings.

If tax returns are submitted, ensure it does not include any personal information (as defined under Florida Statutes Section 501.171, Florida Statutes), such as social security numbers, bank account or credit card numbers, or any personal pin numbers. If any personal information data is part of financial statements, redact information prior to submitting a response the County.

c. If a Vendor has been in business for less than the number of years of required financial statements, then the Vendor must disclose all years that the Vendor has been in business, including any partial year-to-date financial statements.

d. The County may consider the unavailability of the most recent year ’s financial statements and whether the Vendor acted in good faith in disclosing the financial documents in its evaluation.

e. Any claim of confidentiality on financial statements should be asserted at the time of submittal. Refer to Standard Instructions to Vendors , Confidential Material/ Public Records and Exemptions for instructions on submitting confidential financial statements. The Vendor ’s failure to provide the information as instructed may lead to the information becoming public.

f. Although the review of a Vendor's financial information is an issue of responsibility, the failure to either provide the financial documentation or correctly assert a confidentiality claim pursuant the Florida Public Records Law and the solicitation requirements (Confidential Material/ Public Records and Exemptions section) may result in a recommendation of non-responsiveness by the Director of Purchasing.

3. Authority to Conduct Business in Florida

a. A Vendor must have the authority to transact business in the State of Florida and be in good standing with the Florida Secretary of State. For further information, contact the Florida Department of State, Division of Corporations.

b. The County will review the Vendor ’s business status based on the information provided in response to this solicitation.

c. It is the Vendor ’s responsibility to comply with all state and local business requirements.

d. Vendor should list its active Florida Department of State Division of Corporations Document Number (or Registration No. for fictitious names) in the Vendor Questionnaire, Question No. 10.

e. If a Vendor is an out-of-state or foreign corporation or partnership, the Vendor must obtain the authority to transact business in the State of Florida or show evidence of application for the authority to transact business in the State of Florida, upon request of the County.

f. A Vendor that is not in good standing with the Florida Secretary of State at the time of a submission to this solicitation may be deemed non-responsible.

g. If successful in obtaining a contract award under this solicitation, the Vendor must remain in good standing throughout the contractual period of performance.

4. Affiliated Entities of the Principal(s)

a. All Vendors are required to disclose the names and addresses of “affiliated entities” of the Vendor ’s principal(s) over the last five (5) years (from the solicitation opening deadline) that have acted as a prime Vendor with the County. The Vendor is required to provide all information required on the Affiliated Entities of the Principal(s) Certification Form .

b. The County will review all affiliated entities of the Vendor ’s principal(s) for contract performance evaluations and the compliance history with the County ’s Small Business Program, including CBE, DBE and SBE goal attainment requirements. “Affiliated entities” of the principal(s) are those entities related to the Vendor by the sharing of stock or other means of control, including but not limited to a subsidiary, parent or sibling entity.

c. The County will consider the contract performance evaluations and the compliance history of the affiliated entities of the Vendor's principals in its review and determination of responsibility.

5. Insurance Requirements

The Insurance Requirement Form reflects the insurance requirements deemed necessary for this project. It is not necessary to have this level of insurance in effect at the time of submittal, but it is necessary to submit certificates indicating that the Vendor currently carries the insurance or to submit a letter from the carrier indicating it can provide insurance coverages.

C. Additional Information and CertificationsThe following forms and supporting information (if applicable) should be returned with Vendor ’s submittal. If not provided with submittal, the Vendor must submit within three business days of County ’s request. Failure to timely submit may affect Vendor ’s evaluation.

1. Vendor Questionnaire Vendor is required to submit detailed information on their firm. Refer to the Vendor Questionnaire and submit as instructed.

2. Standard Certifications Vendor is required to certify to the below requirements. Refer to the Standard Certifications and submit as instructed.

a. Cone of Silence Requirement Certification b. Drug-Free Workplace Certificationc. Non-Collusion Certificationd. Public Entities Crimes Certificatione. Scrutinized Companies List Certification

3. Subcontractors/Subconsultants/Suppliers Requirement The Vendor shall submit a listing of all subcontractors, subconsultants, and major material suppliers, if any, and the portion of the contract they will perform. Vendors must follow the instructions included on the Subcontractors/Subconsultants/Suppliers Information Formand submit as instructed.

D. Standard Agreement Language Requirements

1. The acceptance of or any exceptions taken to the terms and conditions of the County ’s Agreement shall be considered a part of a Vendor ’s submittal and will be considered by the Selection or Evaluation Committee.

2. The applicable Agreement terms and conditions for this solicitation are indicated in the Special Instructions to Vendors.

3. Vendors are required to review the applicable terms and conditions and submit the Agreement Exception Form. If the Agreement Exception Form is not provided with the submittal, it shall be deemed an affirmation by the Vendor that it accepts the Agreement terms and conditions as disclosed in the solicitation.

4. If exceptions are taken, the Vendor must specifically identify each term and condition with which it is taking an exception. Any exception not specifically listed is deemed waived. Simply identifying a section or article number is not sufficient to state an exception. Provide either a redlined version of the specific change(s) or specific proposed alternative language. Additionally, a brief justification specifically addressing each provision to which an exception is taken should be provided.

5. Submission of any exceptions to the Agreement does not denote acceptance by the County. Furthermore, taking exceptions to the County ’s terms and conditions may be viewed unfavorably by the Selection or Evaluation Committee and ultimately may impact the overall evaluation of a Vendor ’s submittal.

E. Evaluation Criteria

1. The Selection or Evaluation Committee will evaluate Vendors as per the Evaluation Criteria. The County reserves the right to obtain additional information from a Vendor.

2. Vendor has a continuing obligation to inform the County in writing of any material changes to the information it has previously submitted. The County reserves the right to request additional information from Vendor at any time.

3. For Request for Proposals, the following shall apply:

a. The Director of Purchasing may recommend to the Evaluation Committee to short list the most qualified firms prior to the Final Evaluation.

b. The Evaluation Criteria identifies points available; a total of 100 points is available.

c. If the Evaluation Criteria includes a request for pricing, the total points awarded for price is determined by applying the following formula:

(Lowest Proposed Price/Vendor ’s Price) x (Maximum Number of Points for Price) = Price Score

d. After completion of scoring, the County may negotiate pricing as in its best interest.

4. For Requests for Letters of Interest or Request for Qualifications, the following shall apply:

a. The Selection or Evaluation Committee will create a short list of the most qualified firms.

b. The Selection or Evaluation Committee will either:

i. Rank shortlisted firms; or ii. If the solicitation is part of a two-step procurement, shortlisted firms will be requested to

submit a response to the Step Two procurement.

F. Demonstrations

If applicable, as indicated in Special Instructions to Vendors , Vendors will be required to demonstrate the nature of their offered solution. After receipt of submittals, all Vendors will receive a description of, and arrangements for, the desired demonstration. A copy of the demonstration (hard copy, DVD, CD, flash drive or a combination of both) should be given to the Purchasing Agent at the demonstration meeting to retain in the Purchasing files.

G. Presentations

Vendors that are found to be both responsive and responsible to the requirements of the solicitation and/or shortlisted (if applicable) will have an opportunity to make an oral presentation to the Selection or Evaluation Committee on the Vendor ’s approach to this project and the Vendor ’s ability to perform. The committee may provide a list of subject matter for the discussion. All Vendor’s will have equal time to present but the question-and-answer time may vary.

H. Public Art and Design Program

If indicated in Special Instructions to Vendors, Public Art and Design Program, Section 1-88, Broward County Code of Ordinances, applies to this project. It is the intent of the County to functionally integrate art, when applicable, into capital projects and integrate artists ’ design concepts into this improvement project. The Vendor may be required to collaborate with the artist(s) on design development within the scope of this request. Artist(s) shall be selected by Broward County through an independent process. For additional information, contact the Broward County Cultural Division.

I. Committee Appointment

The Cone of Silence shall be in effect for County staff at the time of the Selection or Evaluation Committee appointment and for County Commissioners and Commission staff at the time of the Shortlist Meeting of the Selection Committee or the Initial Evaluation Meeting of the Evaluation Committee. The committee members appointed for this solicitation are available on the Purchasing Division ’s website under Committee Appointment.

J. Committee Questions, Request for Clarifications, Additional Information

At any committee meeting, the Selection or Evaluation Committee members may ask questions, request clarification, or require additional information of any Vendor ’s submittal or proposal. It is highly recommended Vendors attend to answer any committee questions (if requested), including a Vendor representative that has the authority to bind.

Vendor ’s answers may impact evaluation (and scoring, if applicable). Upon written request to the Purchasing Agent prior to the meeting, a conference call number will be made available for Vendor participation via teleconference. Only Vendors that are found to be both responsive and responsible to the requirements of the solicitation and/or shortlisted (if applicable) are requested to participate in a final (or presentation) Selection or Evaluation committee meeting.

K. Vendor Questions

The County provides a specified time for Vendors to ask questions and seek clarification regarding solicitation requirements. All questions or clarification inquiries must be submitted through BidSync by the date and time referenced in the solicitation document (including any addenda). The County will respond to questions via Bid Sync.

L. Confidential Material/ Public Records and Exemptions

1. Broward County is a public agency subject to Chapter 119, Florida Statutes. Upon receipt, all submittals become "public records" and shall be subject to public disclosure consistent with Chapter 119, Florida Statutes. Submittals may be posted on the County ’s public website or included in a public records request response, unless there is a declaration of “confidentiality ” pursuant to the public records law and in accordance with the procedures in this section.

2. Any confidential material(s) the Vendor asserts is exempt from public disclosure under Florida Statutes must be labeled as “Confidential”, and marked with the specific statute and subsection asserting exemption from Public Records.

3. To submit confidential material, three hardcopies must be submitted in a sealed envelope, labeled with the solicitation number, title, date and the time of solicitation opening to:

Broward County Purchasing Division115 South Andrews Avenue, Room 212Fort Lauderdale, FL 33301

4. Material will not be treated as confidential if the Vendor does not cite the applicable Florida Statute(s) allowing the document to be treated as confidential.

5. Any materials that the Vendor claims to be confidential and exempt from public records must be marked and separated from the submittal. If the Vendor does not comply with these instructions, the Vendor ’s claim for confidentiality will be deemed as waived.

6. Submitting confidential material may impact full discussion of your submittal by the Selection or Evaluation Committee because the Committee will be unable to discuss the details contained in the documents cloaked as confidential at the publicly noticed Committee meeting.

M. Copyrighted Materials

Copyrighted material is not exempt from the Public Records Law, Chapter 119, Florida Statutes. Submission of copyrighted material in response to any solicitation will constitute a license and permission for the County to make copies (including electronic copies) as reasonably necessary for the use by County staff and agents, as well as to make the materials available for inspection or production pursuant to Public Records Law, Chapter 119, Florida Statutes.

N. State and Local Preferences

If the solicitation involves a federally funded project where the fund requirements prohibit the use of state and/or local preferences, such preferences contained in the Local Preference Ordinance and Broward County Procurement Code will not be applied in the procurement process.

O. Local Preference

Except where otherwise prohibited by federal or state law or other funding source restrictions, a local Vendor whose submittal is within 5% of the highest total ranked Vendor outside of the preference area will become the Vendor with whom the County will proceed with negotiations for a final contract. Refer to Local Vendor Certification Form (Preference and Tiebreaker) for further information.

P. Tiebreaker Criteria

In accordance with Section 21.31.d of the Broward County Procurement Code, the tiebreaker criteria shall be applied based upon the information provided in the Vendor's response to the solicitation. In order to receive credit for any tiebreaker criterion, complete and accurate information must be contained in the Vendor ’s submittal.

1. Local Vendor Certification Form (Preference and Tiebreaker); 2. Domestic Partnership Act Certification (Requirement and Tiebreaker);3. Tiebreaker Criteria Form: Volume of Work Over Five Years

Q. Posting of Solicitation Results and Recommendations

The Broward County Purchasing Division's website is the location for the County's posting of all solicitations and contract award results. It is the obligation of each Vendor to monitor the website in order to obtain complete and timely information.

R. Review and Evaluation of Responses

A Selection or Evaluation Committee is responsible for recommending the most qualified Vendor(s). The process for this procurement may proceed in the following manner:

1. The Purchasing Division delivers the solicitation submittals to agency staff for summarization for the committee members. Agency staff prepares a report, including a matrix of responses submitted by the Vendors. This may include a technical review, if applicable.

2. Staff identifies any incomplete responses. The Director of Purchasing reviews the information and makes a recommendation to the Selection or Evaluation Committee as to each Vendor ’s responsiveness to the requirements of the solicitation. The final determination of responsiveness rests solely on the decision of the committee.

3. At any time prior to award, the awarding authority may find that a Vendor is not responsible to receive a particular award. The awarding authority may consider the following factors, without limitation: debarment or removal from the authorized Vendors list or a final decree, declaration or order by a court or administrative hearing officer or tribunal of competent jurisdiction that the Vendor has breached or failed to perform a contract, claims history of the Vendor, performance history on a County contract(s), an unresolved concern, or any other cause under this code and Florida law for evaluating the responsibility of a Vendor.

S. Vendor Protest

Sections 21.118 and 21.120 of the Broward County Procurement Code set forth procedural requirements that apply if a Vendor intends to protest a solicitation or proposed award of a contract and state in part the following:

1. Any protest concerning the solicitation or other solicitation specifications or requirements must be made and received by the County within seven business days from the posting of the solicitation or addendum on the Purchasing Division ’s website. Such protest must be made in writing to the Director of Purchasing. Failure to timely protest solicitation specifications or requirements is a waiver of the ability to protest the specifications or requirements.

2. Any protest concerning a solicitation or proposed award above the award authority of the Director of Purchasing, after the RLI or RFP opening, shall be submitted in writing and received by the Director of Purchasing within five business days from the posting of the recommendation of award for Invitation to Bids or the final recommendation of ranking for Request for Letters of Interest and Request for Proposals on the Purchasing Division's website.

3. Any actual or prospective Vendor who has a substantial interest in and is aggrieved in connection with the proposed award of a contract which does not exceed the amount of the award authority of the Director of Purchasing, may protest to the Director of Purchasing. The protest shall be submitted in writing and received within three (3) business days from the posting of the recommendation of award for Invitation to Bids or the final recommendation of ranking for Request for Letters of Interest and Request for Proposals on the Purchasing Division's website.

4. For purposes of this section, a business day is defined as Monday through Friday between 8:30 a.m. and 5:00 p.m. Failure to timely file a protest within the time prescribed for a proposed contract award shall be a waiver of the Vendor's right to protest.

5. Protests arising from the decisions and votes of a Selection or Evaluation Committee shall be limited to protests based upon the alleged deviations from established committee procedures set forth in the Broward County Procurement Code and existing written guidelines. Any allegations of misconduct or misrepresentation on the part of a competing Vendor shall not be considered a protest.

6. As a condition of initiating any protest, the protestor shall present the Director of Purchasing a nonrefundable filing fee in accordance with the table below.

Estimated Contract Amount Filing Fee$30,000 - $250,000 $ 500$250,001 - $500,000 $1,000$500,001 - $5 million $3,000Over $5 million $5,000

If no contract proposal amount was submitted, the estimated contract amount shall be the County ’s estimated contract price for the project. The County may accept cash, money order, certified check, or cashier ’s check, payable to Broward County Board of Commissioners.

T. Right of Appeal

Pursuant to Section 21.83.d of the Broward County Procurement Code, any Vendor that has a substantial interest in the matter and is dissatisfied or aggrieved in connection with the Selection or Evaluation Committee ’s determination of responsiveness may appeal the determination pursuant to Section 21.120 of the Broward County Procurement Code.

1. The appeal must be in writing and sent to the Director of Purchasing within ten (10) calendar days of the determination by the Selection or Evaluation Committee to be deemed timely.

2. As required by Section 21.120, the appeal must be accompanied by an appeal bond by a Vendor having standing to protest and must comply with all other requirements of this section.

3. The institution and filing of an appeal is an administrative remedy to be employed prior to the institution and filing of any civil action against the County concerning the subject matter of the appeal.

U. Rejection of Responses

The Selection or Evaluation Committee may recommend rejecting all submittals as in the best interests of the County. The rejection shall be made by the Director of Purchasing, except when a solicitation was approved by the Board, in which case the rejection shall be made by the Board.

V. Negotiations

The County intends to conduct the first negotiation meeting no later than two weeks after approval of the final ranking as recommended by the Selection or Evaluation Committee. At least one of the representatives for the Vendor participating in negotiations with the County must be authorized to bind the Vendor. In the event that the negotiations are not successful within a reasonable timeframe (notification will be provided to the Vendor) an impasse will be declared and negotiations with the first-ranked Vendor will cease. Negotiations will begin with the next ranked Vendor, etc. until such time that all requirements of Broward County Procurement Code have been met.

W. Submittal Instructions:

1. Broward County does not require any personal information (as defined under Section 501.171, Florida Statutes), such as social security numbers, driver license numbers, passport, military ID, bank account or credit card numbers, or any personal pin numbers, in order to submit a response for ANY Broward County solicitation. DO NOT INCLUDE any personal information data in any document submitted to the County. If any personal information data is part of a submittal, this information must be redacted prior to submitting a response to the County.

2. Vendor MUST submit its solicitation response electronically and MUST confirm its submittal in order for the County to receive a valid response through BidSync. It is the Vendor ’s sole responsibility to assure its response is submitted and received through BidSync by the date and time specified in the solicitation.

3. The County will not consider solicitation responses received by other means. Vendors are encouraged to submit their responses in advance of the due date and time specified in the solicitation document. In the event that the Vendor is having difficulty submitting the solicitation document through Bid Sync, immediately notify the Purchasing Agent and then contact BidSync for technical assistance.

4. Vendor must view, submit, and/or accept each of the documents in BidSync. Web-fillable forms can be filled out and submitted through BidSync.

5. After all documents are viewed, submitted, and/or accepted in BidSync, the Vendor must upload additional information requested by the solicitation (i.e. Evaluation Criteria and Financials Statements) in the Item Response Form in BidSync, under line one (regardless if pricing requested).

6. Vendor should upload responses to Evaluation Criteria in Microsoft Word or Excel format.

7. If the Vendor is declaring any material confidential and exempt from Public Records, refer to Confidential Material/ Public Records and Exemptions for instructions on submitting confidential material.

8. After all files are uploaded, Vendor must submit and CONFIRM its offer (by entering password) for offer to be received through BidSync.

9. If a solicitation requires an original Proposal Bond (per Special Instructions to Vendors), Vendor must submit in a sealed envelope, labeled with the solicitation number, title, date and the time of solicitation opening to:


A copy of the Proposal Bond should also be uploaded into Bid Sync; this does not replace the requirement to have an original proposal bond. Vendors must submit the original Proposal Bond, by the solicitation due date and time.

Supplier: Pre-Paid Legal Service, Inc. dba LegalShield


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PROJECT SPECIFIC VENDOR QUESTIONNAIRE

GROUP PREPAID LEGAL INSURANCE SERVICES (Rebid)

Company Name: Pre-Paid Legal Services, Inc. of Florida



COMPLY/AGREEYES/NO*

*If you answered NO, briefly explain why?

ADMINISTRATIVE AND RELATED SERVICES

1. Proposer agrees to provide all services as outlined in the Scope of Services.

Yes No

2. Broward County will award a contract under this RFP directly to the carriers or companies that provide the requested services and will require a signature from an authorized representative with the authority to commit the carrier or company to all requirements of the RFP. Awardee may contract with independent agents or brokers separately from its contract with BrowardCounty. Nothing in this RFP will be construed to restrict compensation, contractual or employment arrangements that an Awardee may grant to a licensed insurance agent or to otherwise violate Section 624.1275 or Section 624.428, Florida Statutes.

Yes No

3. Proposer agrees to work with the County to implement the County ’s Group Prepaid Legal Insurance Program in a timely manner for a July 1, 2018 plan effective date, with a special open enrollment tentatively scheduled for May/June 2018.

Yes No

4. Proposer agrees to provide a comprehensive network of attorneys in Miami-Dade, Broward, and Palm Beach County; and to provide adequate access to services.

Yes No LegalShield uses a Provider Law Firm System. This system provides the best service and is very easy for our members to use. They do not have to search a directory of attorneys. They simply call a toll-free number or click the mobile app and they are connected with the Provider Law Firm where the member's information is taken and the attorney that will be fit the legal need is assigned to him/her.

5. Proposer agrees to provide promotional and enrollment materials at a minimum of thirty (30) days prior to the start of the County ’s annual open enrollment period, anticipated to be mid-October for each upcoming Plan Year. Enrollment materials should be provided in printed format, in an adequate amount (for approximately 5,000 employees at the County ’s discretion. The County may also require the selected Proposer to provide enrollment materials in alternate formats (i.e., Braille, different languages, large print and/or audio compact disk). An electronic version of enrollment materials, as well as a customized, ADA-compliant, benefits website should be made available to all eligible employees during annual initial enrollments and to new enrollees. Materials include, but are not limited to, the Certificate of Coverage and other materials, as deemed necessary by the County. The costs of printing and producing materials, in all formats, are the sole responsibility of the selected Proposer.

Yes No

6. Proposer agrees to provide minimum of one person to attend all annual open enrollment vendor fairs/meetings (estimated to be approximately 12 on-site meetings over a two-week period). Meeting schedule will be set by the County.

Yes No

7. Proposer agrees to have County Benefits Manager or designee approve in advance, and in writing, all employee communications prior to disseminating by any method (print, electronic, web, etc.) to employees.

Yes No

8. Proposer agrees to provide minimum of one person to attend annual Financially Fit Fairs (estimated to be approximately 10 on-site meetings over a one-week period) typically scheduled the first week in June. Meeting schedule will be set by the County.

Yes No

9. Proposer agrees to no minimum participation requirements.

Yes No

10. Proposer agrees to accept all insured ’s enrolled in the current Program with no actively at work, pre-existing exclusions, or waiting period.

Yes No

11. Proposer agrees to not pre-assigning attorneys for County members.

Yes No Deviation- We do not assign a specific attorney but we do have a provider firm that is assigned based on state of residence. If a participant begins working with an attorney and wants to make a change, we are happy to accommodate.

12. Proposer agrees to receiving eligibility data (enrollment and disenrollment), in an electronic format, in the HIPAA file layout used by the County on a weekly basis.

Yes No LegalShield accepts electronic formats; however, the HIPAA file we do not accept.

13. Proposer agrees to update eligibility data within three (3) business days from receipt of such data. The Proposer agrees to notify the County of any issues arising within one (1) business day from the time of the data upload.

Yes No

14. Proposer agrees all data exchanges (file transmission, email, media, etc.) between Proposer and County will be encrypted, and only decrypted by the specified recipient.

Yes No

15. Proposer agrees to use a secure method to exchange files to and from third party vendors outside of Proposer ’s organization.

Yes No

16. Proposer agrees to provide Vendor-billed continuation or conversion of coverage through the same, or similar, plan and rates to retired or terminated employees.

Yes No

17. Proposer agrees to accept the County ’s self-billing process and remittance for active employees on a biweekly basis, in arrears. The County will remit premium payments based on its records.

Yes No We do accept self-bill; however, it must be within 3% of the total invoice amount or we will need the employee detail.

18. Proposer agrees to provide a County-approved Welcome Kit to newly enrolled members within 10 business days after receipt of the enrollment, at Vendor ’s expense; to include: ID Cards (if applicable), certificate of coverage, and other member information.

Yes No

19. Proposer agrees to provide the County with an account representative who will assist the County in the administration of the Program including all necessary and related services for employees, in resolving issues including claims problems, and member issues, and in any other way requested, related to the Services stated herein.

Yes No

20. Proposer agrees to provide a toll-free customer service number, Monday through Friday from at least 8:00 a.m. to 6:00 p.m. Eastern Time.

Yes No

21. Proposer agrees to provide an ADA-compliant customized website which includes information on participating providers, educational materials, monthly newsletter and available benefits, along with a link for posting on the County ’s benefits website.

Yes No Our website is not ADA-compliant at this time.

22. Proposer agrees to conduct a County-approved annual satisfaction survey of enrolled County-members, at Vendor ’s expense, and provide results to

County by November 15th of each year.

Yes No

23. Proposer agrees to provide semi-annual Premium vs. Paid Claims Report within 45 days of the close of the reporting period. Additional reports may be requested.

Yes No LegalShield does not use a claim form system so this is not applicable.

24. Proposer agrees to provide utilization by legal service category report semi-annually within 45 days of the end of the reporting period. Additional reports may be requested.

Yes No

25. Proposer agrees to provide a semi-annual Attorney-Turnover Report within 45 days of the close of the reporting period; to include name, specialty, and location, of attorneys joining and leaving the plan.

Yes No


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COMPLY/AGREEYES/NO*




Yes No


Yes No


Yes No




Yes No


Yes No


Yes No


Yes No


Yes No


Yes No






Yes No


Yes No


Yes No


Yes No




Yes No


Yes No


Yes No





Yes No




Yes No


Yes No


BidSync4/9/2018 p. 92

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6






COMPLY/AGREEYES/NO*




Yes No


Yes No


Yes No




Yes No


Yes No


Yes No


Yes No


Yes No


Yes No






Yes No


Yes No


Yes No


Yes No




Yes No


Yes No


Yes No





Yes No




Yes No


Yes No


BidSync4/9/2018 p. 93

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6






COMPLY/AGREEYES/NO*




Yes No


Yes No


Yes No




Yes No


Yes No


Yes No


Yes No


Yes No


Yes No






Yes No


Yes No


Yes No


Yes No




Yes No


Yes No


Yes No





Yes No




Yes No


Yes No


BidSync4/9/2018 p. 94

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6






COMPLY/AGREEYES/NO*




Yes No


Yes No


Yes No




Yes No


Yes No


Yes No


Yes No


Yes No


Yes No






Yes No


Yes No


Yes No


Yes No




Yes No


Yes No


Yes No





Yes No




Yes No


Yes No


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3 4

Performance GuaranteesGroup Prepaid Legal Insurance Services (rebid)

Failure to respond to a question may negatively impact the review of your proposal.


SAMPLE - Implementation Satisfaction Assessment Tool

Rating Scale5.0 Exceptional performance with extraordinary results that exceed requirements. 4.0 – 4.9 Outstanding performance that generally exceeds requirements. 3.0 – 3.9 Solid performance that generally meets requirements. 2.0 – 2.9 Marginal performance that generally does not meet requirements 1.0 – 1.9 Unsatisfactory performance that consistently does not meet requirements

Balance of Page Left Blank Intentionally


SAMPLE - Annual Satisfaction Assessment Tool

Rating Scale

5.0 Exceptional performance with extraordinary results that exceed requirements.4.0 – 4.9 Outstanding performance that generally exceeds requirements.3.0 – 3.9 Solid performance that generally meets requirements.2.0 – 2.9 Marginal performance that generally does not meet requirements1.0 – 1.9 Unsatisfactory performance that consistently does not meet requirements.

End of Document

Balance of page left blank intentionally


PERFORMANCE MEASURE ACCEPTABLE PERFORMANCE

PENALTY AGREEYES/NO*

*PROPOSEDPENALTY

(IF AGREE=NO)

Implementation Guarantees

FIRST YEAR ONLY

1. Implementation Commitment:Implementation meetings will be held with the County to discuss program details and implementation strategy. Implementation will be managed in accordance with a customized implementation plan, that will include:

• Time parameters• Pertinent steps• Agreed upon timeframes for each step• Plan adjustments made from time to time as mutually agreed upon by

Policyholder and Vendor

At least 95% of action items assigned to Vendor will be completed or delivered by the due date indicated in the implementation plan

95% .50% of annual premium; paid annually

YES

NO

2. Fully implement the plan by the

effective date (1st year of contract only).

100%.50% of annual premium; paid annually

YES

NO

3. Provide a Certificate of Coverage within 60 calendar days of approval from County (1st year of contract only).


YES

NO

4. Distribution of welcome kit and Benefit Summary within 10 business days after receipt of electronic eligibility file.


YES

NO

5. Implementation Satisfaction:Benefits staff will be satisfied that the service delivered by the assigned Implementation Team qualifies as a “solid performance that generally meets requirements” (3.0) or higher as defined in the survey defined below.

Based on average Score:5.0 – 3.0 = 02.9 – 2.5 = ½2.4 – 2.0 = ¾1.9 & below = all of category penalty.

.50% of annual premium; paid annually

YES

NO

Implementation Score Comments1. Exhibits knowledge of, and acts to meet County ’s needs. Is

viewed as a valuable resource.2. Proactively offers useful information and ideas to help

manage benefit plans.3. Responds to questions and requests in a timely manner.4. Communicates clearly and professionally.5. Is well prepared for meetings.6. Delivers on commitments and proactively provides updates

on issues.7. Effective and timely escalated issue resolution.8. Identifies and implements process changes to avoid potential

errors.9. Implementation process successfully completed.Additional comments:


PENALTY AGREEYES/NO

PROPOSEDPENALTY

(IF AGREE=NO)

Performance Guarantees

ANNUAL MEASUREMENTS

1. Speed to Answer calls: 90% of incoming calls will be answered by customer service within 35 seconds. (Measured quarterly)

90% .25% of annual premium per quarter; paid annually

YES

NO

2. Abandonment Rate: 95% of all telephone calls in queue will connect to a customer service representative. (Measured quarterly)

95% .25% of annual premium; per quarter; paid annually

YES

NO

3. Positive Response Rate: Obtain a positive response rate of 80% or above on annual Member satisfaction survey of enrolled members.

80% satisfied or very satisfied


YES

NO

4. Open Enrollment Meetings: COUNTY will schedule open enrollment benefit information sessions at various locations and times. COUNTY will provide Vendor with a list of locations and time at least two (2) weeks prior to the commencement of the first enrollment briefing. COUNTY requires that at a minimum one (1) representative participate in every information session requested by COUNTY to explain benefits and plan information. Representative must have excellent knowledge of the COUNTY ’s Group Prepaid Legal Insurance benefits and plan information.


YES

NO

5.Financial Fairs: COUNTY will schedule annual financial fairs

(typically 1st week of June) at various locations and times. COUNTY will provide Vendor with a list of locations and time at least two (2) weeks prior to the commencement of the first Financial Fair. COUNTY requires that at a minimum one (1) representative participate in Financial Fairs as requested by COUNTY to explain benefits and plan information. Representative must have excellent knowledge of the COUNTY ’s Group Prepaid Legal Insurance benefits and plan information.


YES

NO

Account Management

6. Reporting: Provide semi-annual and annual reports within forty-five (45) days after the end of the reporting period. (Measured semi-annually)

100% .50% of annual premium per reporting period; paid annually

YES

NO

7. Service Meetings: Semi-annual meetings will be prescheduled to review plan performance and service delivery. (Measured semi-annually)


YES

NO

8.Renewal Notification: Renewal notice will be provided to Policyholder 270 days before rate guarantee expiration date. Plan analysis and current experience reports will accompany renewal, providing explanation of proposed rate action. (Measured annually beginning 4 th year of contract)

100% .25% of annual premium, paid annually

YES

NO

9. Client Annual Satisfaction:Benefits staff will be satisfied that the service delivered by the Account Management Team qualifies as a “solid performance that generally meets requirements” (3.0) or higher as defined in the survey defined below. (Measured annually)

SEE SAMPLE BELOW



YES

NO

RESPONSE VERIFICATION

HAVE YOU ANSWERED EVERY QUESTION?YES

NO

Account Management Score Comments1. Exhibits knowledge of, and acts to meet County ’s needs. Is viewed as a

valuable resource.2. Proactively offers useful information and ideas to help manage benefit

plans.3. Responds to questions and requests in a timely manner.4. Provides accurate and timely information.5. Communicates clearly and professionally.6. Is well prepared for meetings.7. Delivers on commitments and proactively provides updates on issues.8. Effective and timely escalated issue resolution.9. Provides the right resources to effectively manage County ’s account.Additional comments:


BidSync4/9/2018 p. 96

5

6

3 4









Rating Scale


End of Document





*PROPOSEDPENALTY

(IF AGREE=NO)


FIRST YEAR ONLY






YES

NO




YES

NO



YES

NO



YES

NO




YES

NO







PENALTY AGREEYES/NO

PROPOSEDPENALTY

(IF AGREE=NO)


ANNUAL MEASUREMENTS



YES

NO



YES

NO




YES

NO



YES

NO




YES

NO

Account Management



YES

NO



YES

NO



YES

NO


SEE SAMPLE BELOW



YES

NO



NO





BidSync4/9/2018 p. 97

5

6

3 4









Rating Scale


End of Document





*PROPOSEDPENALTY

(IF AGREE=NO)


FIRST YEAR ONLY






YES

NO




YES

NO



YES

NO



YES

NO




YES

NO







PENALTY AGREEYES/NO

PROPOSEDPENALTY

(IF AGREE=NO)


ANNUAL MEASUREMENTS



YES

NO



YES

NO




YES

NO



YES

NO




YES

NO

Account Management



YES

NO



YES

NO



YES

NO


SEE SAMPLE BELOW



YES

NO



NO





BidSync4/9/2018 p. 98

5

6

3 4









Rating Scale


End of Document





*PROPOSEDPENALTY

(IF AGREE=NO)


FIRST YEAR ONLY






YES

NO




YES

NO



YES

NO



YES

NO




YES

NO







PENALTY AGREEYES/NO

PROPOSEDPENALTY

(IF AGREE=NO)


ANNUAL MEASUREMENTS



YES

NO



YES

NO




YES

NO



YES

NO




YES

NO

Account Management



YES

NO



YES

NO



YES

NO


SEE SAMPLE BELOW



YES

NO



NO





BidSync4/9/2018 p. 99

5

6

3 4









Rating Scale


End of Document





*PROPOSEDPENALTY

(IF AGREE=NO)


FIRST YEAR ONLY






YES

NO




YES

NO



YES

NO



YES

NO




YES

NO







PENALTY AGREEYES/NO

PROPOSEDPENALTY

(IF AGREE=NO)


ANNUAL MEASUREMENTS



YES

NO



YES

NO




YES

NO



YES

NO




YES

NO

Account Management



YES

NO



YES

NO



YES

NO


SEE SAMPLE BELOW



YES

NO



NO





BidSync4/9/2018 p. 100

5

6

3 4









Rating Scale


End of Document





*PROPOSEDPENALTY

(IF AGREE=NO)


FIRST YEAR ONLY






YES

NO




YES

NO



YES

NO



YES

NO




YES

NO







PENALTY AGREEYES/NO

PROPOSEDPENALTY

(IF AGREE=NO)


ANNUAL MEASUREMENTS



YES

NO



YES

NO




YES

NO



YES

NO




YES

NO

Account Management



YES

NO



YES

NO



YES

NO


SEE SAMPLE BELOW



YES

NO



NO





BidSync4/9/2018 p. 101

5

6

3 4

Plan Design Questionnaire - 1Group Prepaid Legal Insurance (rebid)



Legal Service

Document PreparationIs this service

available? Please

Respond: Yes / No

Included in Base

Bi-Weekly

Rate?Please

Respond: Yes / No

Telephonic/Office Consultation

Is this service available? Please Respond: Yes / No

Included in Base

Bi-Weekly Rate?Please

Respond: Yes / No

RepresentationIs this service

available? Please Respond: Yes / No

Included in Base


Respond: Yes / No

Out-of-Network Benefit

Is this service

available? Please

Respond: Yes / No

Included in Base

Bi-Weekly

Rate?Please

Respond: Yes / No

1. Consultation Yes Yes N/A N/A2. Consumer-

Seller Protection

Yes Yes Yes Yes Yes Yes N/A N/A


Yes Yes Yes Yes No No N/A N/A

4. Estate Planning Yes Yes Yes Yes No No N/A N/A5. Civil Actions as

PlaintiffYes Yes Yes Yes Yes Yes N/A N/A

6. Civil Actions as Defendant


7. Adoptions Yes Yes Yes Yes Yes Yes N/A N/A8. Real Estate

TransactionsYes Yes Yes Yes Yes Yes N/A N/A

9. Insurance Law Yes Yes Yes Yes Yes Yes N/A N/A10.

Landlord/Tenant Law


11. Traffic Violations

No No Yes Yes Yes Yes N/A N/A

12. Preparation of Legal Documents


13. Change of Name


14. Estate Administration


15. Defense of Juveniles


16. Family Law Yes Yes Yes Yes Yes Yes N/A N/A17. Criminal

ViolationsYes Yes Yes Yes Yes Yes N/A N/A

18. Guardianship Yes Yes Yes Yes Yes Yes N/A N/A19. Contingency

FeeNo No No No No No N/A N/A

20. Bankruptcy Yes Yes Yes Yes Yes Yes N/A N/A21. Immigration

(E.g.: Visa Extensions, Naturalization, Deportation, etc.)


22. Business Law No No No No No No N/A N/A23. All Other Legal

MattersYes Yes Yes Yes Yes Yes N/A N/A

24. Identity Theft Protection


25. Financial and Tax Planning

No No No No No No N/A N/A

26. IRS Audit Protection


27.28.

29.30.31.32.33.34.35. 3.27.2018Include any extra additional services offered (over #35) in a separate document


BidSync4/9/2018 p. 102

5

6

3 4




Legal Service

Document PreparationIs this service

available? Please

Respond: Yes / No

Included in Base

Bi-Weekly

Rate?Please

Respond: Yes / No

Telephonic/Office Consultation

Is this service available? Please Respond: Yes / No

Included in Base


Respond: Yes / No

RepresentationIs this service

available? Please Respond: Yes / No

Included in Base


Respond: Yes / No

Out-of-Network Benefit

Is this service

available? Please

Respond: Yes / No

Included in Base

Bi-Weekly

Rate?Please

Respond: Yes / No

1. Consultation Yes Yes N/A N/A2. Consumer-

Seller Protection




4. Estate Planning Yes Yes Yes Yes No No N/A N/A5. Civil Actions as

PlaintiffYes Yes Yes Yes Yes Yes N/A N/A



7. Adoptions Yes Yes Yes Yes Yes Yes N/A N/A8. Real Estate

TransactionsYes Yes Yes Yes Yes Yes N/A N/A

9. Insurance Law Yes Yes Yes Yes Yes Yes N/A N/A10.

Landlord/Tenant Law


11. Traffic Violations

No No Yes Yes Yes Yes N/A N/A



13. Change of Name


14. Estate Administration


15. Defense of Juveniles


16. Family Law Yes Yes Yes Yes Yes Yes N/A N/A17. Criminal

ViolationsYes Yes Yes Yes Yes Yes N/A N/A

18. Guardianship Yes Yes Yes Yes Yes Yes N/A N/A19. Contingency

FeeNo No No No No No N/A N/A

20. Bankruptcy Yes Yes Yes Yes Yes Yes N/A N/A21. Immigration

(E.g.: Visa Extensions, Naturalization, Deportation, etc.)


22. Business Law No No No No No No N/A N/A23. All Other Legal

MattersYes Yes Yes Yes Yes Yes N/A N/A

24. Identity Theft Protection



No No No No No No N/A N/A

26. IRS Audit Protection


27.28.

29.30.31.32.33.34.35. 3.27.2018Include any extra additional services offered (over #35) in a separate document


BidSync4/9/2018 p. 103

5

6




Vendor Name: Pre-Paid Legal Services, Inc. of Florida

Legal ServiceIn-Network Benefit

Describe covered benefits & any exclusions or limitations

Out-of-Network BenefitDescribe covered benefits & any

exclusions or limitations

1. Consultation Unlimited telephone consultations on any personal legal subject matter, unless specifically excluded by the plan. The Provider Law Firm will provide advice and representation on any matter fully covered by the plan, if the matter is not fully covered, the Provider Law Firm will provide consultation on the best course of action. A Participant may call the Provider Law Firm to make an appointment for an office consultation to discuss any personal legal matter.

LegalShield does not have an out of network system.

2. Consumer-Seller Protection

Consultation, preparation, review, and court representation of the Participant as a plaintiff or a defendant in a legal proceeding for consumer issues, including personal property matters, in both small claims court and district court. Real estate matters not otherwise covered, appeals and execution of judgment are not covered.


Consultation, preparation and review of a simple and complex Last Will and Testament and a codicil. Any provisions in the Will or codicil regarding estate tax planning and distribution of assets outside of the United States are not covered.Consultation, preparation, and review of revocable and irrevocable trusts, including special needs trusts, in which the Participant is the settlor. Services for estate tax planning are not covered.

4. Estate Planning Covered - Living Wills/Physician's Directive/Power of Attorney/Trusts

5. Civil Actions as Plaintiff Advice, consultation, document review and 25% preferred member discount.


onsultation, preparation, review, and representation of the Participant as a defendant in civil proceedings before a local, state or a federal administrative board, agency, or commission, or in a trial court of general jurisdiction.

7. Adoptions The plan covers all legal services, including representation in court, for a contested or uncontested domestic adoption within the United States. The adoptee must be an individual under the age of 18. Preparation of any required publication notice or any governmental document such as fingerprints and criminal history checks are not covered by the plan.

8. Real Estate Transactions Consultation, preparation, review, and court representation of the Participant as a plaintiff or a defendant in a legal proceeding for consumer issues, including personal property matters, in both small claims court and district court. Real estate matters not otherwise covered, appeals and execution of judgment are not covered.

9. Insurance Law Office consultation, phone consultation, document review and demand letters and a 25% discount from in network attorneys - Plaintiff unless covered under the small claims assistance benefit. Covered for Defendant

10. Landlord/Tenant Law Consultation, preparation, and review for the Participant as a tenant, in matters related to tenant problems including: security deposits, property damage, lease agreements, and eviction. When necessary this service includes court representation when the Participant is a defendant.

11. Traffic Violations Consultation, preparation, review, negotiations, and court representation for all moving traffic violations except for those violations that result in felony charges, or because of driving under the influence, or related charges. This service does cover defense of a traffic ticket.


Covered

13. Change of Name Consultation, preparation, review, and court representation for the name change of a Participant or their dependents. Preparation of any required publication notice or any governmental document such as fingerprints and criminal history checks are not covered by the plan.

14. Estate Administration Covered - Living Wills/Physician's Directive/Power of Attorney/Trusts

15. Defense of Juveniles Consultation, preparation, review, and juvenile court representation for a Participantâ s dependent child so long as there is no conflict between the Participant and said dependent. Matters of parental responsibility are covered. Matters in which a juvenile is charged as an adult are not part of this service.

16. Family Law Covered-Guardianship/Conservatorship/Elder Care Issues/Domestic Violence Protection/Adoption/Administrative Hearings

17. Criminal Violations Office consultation, phone consultation, document review and a 25% discount from in network attorneys

18. Guardianship Consultation, preparation, review and representation for the creation of a new guardianship or conservatorship over a person or estate when the Participant is being named as the guardian or conservator. Services for the party for whom guardianship/conservatorship is being decided, ongoing accounting, or termination of guardianship once established is not covered.

19. Contingency Fee Contingency fee matters or flat rate fee arrangements are negotiated at a separate rate with the Provider Law Firm.

20. Bankruptcy Consultation, preparation, review, and court representation for the Participant for a Personal Chapter 7 or Chapter 13 bankruptcy for a debtor.


Consultation, and review (including affidavits and power of attorney) for the Participant.


23. All Other Legal Matters Covered under advice, consultation and the 25% Preferred Member Discount.

24. Identity Theft Protection Consultation, preparation, and review by a Provider Law Firm for financial matters related to the Participant being a victim of identity theft. These matters include negotiations, and representations for any legal action that arises for the Participant such as debt collection defense, foreclosure, repossession,


No

26. IRS Audit Protection Consultation, preparation, review, and court representation of the Participant when he/she is notified in writing of a tax audit investigation, or examination of his/her tax return when he/she is requested in writing, to appear at the offices of IRS, state or local taxing authorities concerning his/her tax return. Garnishment, attachment, or any other post judgment relief action, trust returns, business or corporate tax returns, payroll and related returns are not covered. Charges of tax fraud o

27.

28.

29.

30.

31.

32.

33.

34.

35. 3.27.2018



BidSync4/9/2018 p. 104

5

6

























Covered















No


27.

28.

29.

30.

31.

32.

33.

34.

35. 3.27.2018



BidSync4/9/2018 p. 105

5

6

























Covered















No


27.

28.

29.

30.

31.

32.

33.

34.

35. 3.27.2018



BidSync4/9/2018 p. 106

5

6

























Covered















No


27.

28.

29.

30.

31.

32.

33.

34.

35. 3.27.2018



BidSync4/9/2018 p. 107

55

66

LOBBYIST REGISTRATION REQUIREMENT CERTIFICATION FORM

The completed form should be submitted with the solicitation response but must be submitted within three business days of County ’s request. Vendor may be deemed non-responsive for failure to fully comply within stated timeframes.

The Vendor certifies that it understands if it has retained a lobbyist(s) to lobby in connection with a competitive solicitation, it shall be deemed non-responsive unless the firm, in responding to the competitive solicitation, certifies that each lobbyist retained has timely filed the registration or amended registration required under Broward County Lobbyist Registration Act, Section 1-262, Broward County Code of Ordinances; and it understands that if, after awarding a contract in connection with the solicitation, the County learns that the certification was erroneous, and upon investigation determines that the error was willful or intentional on the part of the Vendor, the County may, on that basis, exercise any contractual right to terminate the contract for convenience.

The Vendor hereby certifies that: (select one)

It has not retained a lobbyist(s) to lobby in connection with this competitive solicitation; however, if retained after

the solicitation, the County will be notified.

It has retained a lobbyist(s) to lobby in connection with this competitive solicitation and certified that each lobbyist

retained has timely filed the registration or amended registration required under Broward County Lobbyist Registration Act, Section 1-262, Broward County Code of Ordinances.

It is a requirement of this solicitation that the names of any and all lobbyists retained to lobby in connection with this solicitation be listed below:

Name of Lobbyist:

Lobbyist ’s Firm:

Phone:

E-mail:

Name of Lobbyist:

Lobbyist ’s Firm:

Phone:

E-mail:

Authorized Signature/Name: Alicia Underwood Date: 3.27.18

Title: Proposal Director




BidSync4/9/2018 p. 108

5

6

RFP-RLI-RFQ LOCAL PREFERENCE AND TIE BREAKER CERTIFICATION FORM

The completed and signed form should be returned with the Vendor ’s submittal to determine Local Preference eligibility, however it must be returned at time of solicitation submittal to qualify for the Tie Break criteria. If not provided with submittal, the Vendor must submit within three business days ofCounty ’s request for evaluation of Local Preference. Proof of a local business tax should be submitted with this form. Failure to timely submit this form or local business tax receipt may render the business ineligible for application of the Local Preference or Tie Break Criteria.

In accordance with Section 21.31.d. of the Broward County Procurement Code, to qualify for the Tie Break Criteria, the undersigned Vendor hereby certifies that (check box if applicable):

The Vendor is a local Vendor in Broward County and:

a. has a valid Broward County local business tax receipt;

b. has been in existence for at least six-months prior to the solicitation opening;

c. at a business address physically located within Broward County;

d. in an area zoned for such business;

e. provides services from this location on a day-to-day basis, and

f. services provided from this location are a substantial component of the services offered in the Vendor's proposal.

In accordance with Local Preference, Section 1-74, et. seq.,Broward County Code of Ordinances, a local business meeting the below requirements is eligible for Local Preference. To qualify for the Local Preference, the undersigned Vendor hereby certifies that (check box if applicable):

The Vendor is a local Vendor in Broward and:

a. has a valid Broward County local business tax receipt issued at least one year prior to solicitation opening;

b. has been in existence for at least one-year prior to the solicitation opening;

c. provides services on a day-to-day basis, at a business address physically located within the Broward County limits in an area zoned for such business; and

d. the services provided from this location are a substantial component of the services offered in the Vendor's proposal.

Local Business Address:

Vendor does not qualify for Tie Break Criteria or Local Preference, in accordance with the above requirements. The undersigned Vendor hereby certifies that (check box if applicable):

The Vendor is not a local Vendor in Broward County.


Alicia Underwood Proposal Director Pre-Paid Legal Services, Inc. of

Florida

3.27.2018

AUTHORIZED SIGNATURE/ NAME TITLE COMPANY DATE


BidSync4/9/2018 p. 109

5

6

RFP-RLI-RFQ LOCAL PREFERENCE AND TIE BREAKER CERTIFICATION FORM

The completed and signed form should be returned with the Vendor ’s submittal to determine Local Preference eligibility, however it must be returned at time of solicitation submittal to qualify for the Tie Break criteria. If not provided with submittal, the Vendor must submit within three business days ofCounty ’s request for evaluation of Local Preference. Proof of a local business tax should be submitted with this form. Failure to timely submit this form or local business tax receipt may render the business ineligible for application of the Local Preference or Tie Break Criteria.



a. has a valid Broward County local business tax receipt;

b. has been in existence for at least six-months prior to the solicitation opening;

c. at a business address physically located within Broward County;

d. in an area zoned for such business;

e. provides services from this location on a day-to-day basis, and

f. services provided from this location are a substantial component of the services offered in the Vendor's proposal.

In accordance with Local Preference, Section 1-74, et. seq.,Broward County Code of Ordinances, a local business meeting the below requirements is eligible for Local Preference. To qualify for the Local Preference, the undersigned Vendor hereby certifies that (check box if applicable):

The Vendor is a local Vendor in Broward and:

a. has a valid Broward County local business tax receipt issued at least one year prior to solicitation opening;

b. has been in existence for at least one-year prior to the solicitation opening;

c. provides services on a day-to-day basis, at a business address physically located within the Broward County limits in an area zoned for such business; and


Local Business Address:

Vendor does not qualify for Tie Break Criteria or Local Preference, in accordance with the above requirements. The undersigned Vendor hereby certifies that (check box if applicable):

The Vendor is not a local Vendor in Broward County.


Alicia Underwood Proposal Director Pre-Paid Legal Services, Inc. of

Florida

3.27.2018

AUTHORIZED SIGNATURE/ NAME TITLE COMPANY DATE


BidSync4/9/2018 p. 110

5

6

LOCAL VENDOR CERTIFICATION FORM (PREFERENCE AND TIEBREAKER)

The completed and signed form should be returned with the Vendor ’s submittal to qualify for Local Preference, however it must be returned at time of solicitation submittal to qualify for the Tie Break criteria. If not provided with submittal, the Vendor must submit within three business days ofCounty ’s request for evaluation of Local Preference. Proof of a local business tax must be returned at time of solicitation submittal to qualify for the Tie Break criteria. Failure to timely submit this form or local business tax receipt may render the business ineligible for application of the Local Preference. Failure to timely submit this form and local business tax receipt at time of submittal will disqualify the Vendor for this Tie Breaker.



a. has a valid Broward County local business tax receipt; b. has been in existence for at least six-months prior to the solicitation opening; c. provides services on a day-to-day basis, at a business address physically located within

the limits of Broward County and in an area zoned for such business; and d. services provided from this location are a substantial component of the services offered in

the Vendor's proposal.

In accordance with Local Preference, Section 1-74, et. seq., Broward County Code of Ordinances, and Broward County ’s Interlocal Reciprocity Agreement with Miami-Dade County, a local business meeting the below requirements is eligible for Local Preference. To qualify for the Local Preference, the undersigned Vendor hereby certifies that (check box if applicable):

The Vendor is a local Vendor in Broward or Miami-Dade County and:

a. has a valid corresponding County local business tax receipt; b. has been in existence for at least one-year prior to the solicitation opening; c. provides services on a day-to-day basis, at a business address physically located

within the limits of Broward or Miami-Dade County and in an area zoned for such business; and


Vendor does not qualify for Tie Break Criteria or Local Preference, in accordance with the above requirements.


Alicia Underwood Proposal Director Pre-Paid Legal Services, Inc. of Florida

3.27.2018

Authorized Signature/Name

Title Vendor Name Date


BidSync4/9/2018 p. 111

5

6

LOCAL VENDOR CERTIFICATION FORM (PREFERENCE AND TIEBREAKER)

The completed and signed form should be returned with the Vendor ’s submittal to qualify for Local Preference, however it must be returned at time of solicitation submittal to qualify for the Tie Break criteria. If not provided with submittal, the Vendor must submit within three business days ofCounty ’s request for evaluation of Local Preference. Proof of a local business tax must be returned at time of solicitation submittal to qualify for the Tie Break criteria. Failure to timely submit this form or local business tax receipt may render the business ineligible for application of the Local Preference. Failure to timely submit this form and local business tax receipt at time of submittal will disqualify the Vendor for this Tie Breaker.



a. has a valid Broward County local business tax receipt; b. has been in existence for at least six-months prior to the solicitation opening; c. provides services on a day-to-day basis, at a business address physically located within

the limits of Broward County and in an area zoned for such business; and d. services provided from this location are a substantial component of the services offered in

the Vendor's proposal.

In accordance with Local Preference, Section 1-74, et. seq., Broward County Code of Ordinances, and Broward County ’s Interlocal Reciprocity Agreement with Miami-Dade County, a local business meeting the below requirements is eligible for Local Preference. To qualify for the Local Preference, the undersigned Vendor hereby certifies that (check box if applicable):

The Vendor is a local Vendor in Broward or Miami-Dade County and:

a. has a valid corresponding County local business tax receipt; b. has been in existence for at least one-year prior to the solicitation opening; c. provides services on a day-to-day basis, at a business address physically located

within the limits of Broward or Miami-Dade County and in an area zoned for such business; and


Vendor does not qualify for Tie Break Criteria or Local Preference, in accordance with the above requirements.



3.27.2018




BidSync4/9/2018 p. 112

5

6

RFP-RFQ-RLI LOCATION ATTESTATION FORM (EVALUATION CRITERIA)

The completed and signed form and supporting information (if applicable, for Joint Ventures) should be returned with the Vendor ’s submittal. If not provided with submittal, the Vendor must submit within three business days of County ’s request. Failure to timely submit this form and supporting information may affect the Vendor ’s evaluation. Provided information is subject to verification by the County.

A Vendor ’s principal place of business location (also known as the nerve center) within Broward County is considered in accordance with Evaluation Criteria. The County ’s definition of a principal place of business is:

1. As defined by the Broward County Local Preference Ordinance, “Principal place of business means the nerve center or center of overall direction, control and coordination of the activities of the bidder [Vendor]. If the bidder has only one (1) business location, such business location shall be considered its principal place of business.”

2. A principal place of business refers to the place where a corporation's officers direct, control, and coordinate the corporation's day-to-day activities. It is the corporation's ‘nerve center ’ and in practice it should normally be the place where the corporation maintains its headquarters; provided that the headquarters is the actual center of direction, control, and coordination, i.e., the ‘nerve center ’, and not simply an office where the corporation holds its board meetings (for example, attended by directors and officers who have traveled there for the occasion).

The Vendor ’s principal place of business in Broward County shall be the Vendor ’s “Principal Address” as indicated with the Florida Department of State Division of Corporations, for at least six months prior to the solicitation ’s due date.

Check one of the following:

The Vendor certifies that it has a principal place of business location (also known as the nerve center) within Broward County, as documented in Florida Department of State Division of Corporations (Sunbiz), and attests to the following statements:

1. Vendor ’s address listed in its submittal is its principal place of business as defined by Broward County;

2. Vendor ’s “Principal Address” listed with the Florida Department of State Division of Corporations is the same as the address listed in its submittal and the address was listed for at least six months prior to the solicitation ’s opening date. A copy of Florida Department of State Division of Corporations (Sunbiz) is attached as verification.

3. Vendor must be located at the listed “nerve center” address (“Principal Address”) for at least six (6) months prior to the solicitation ’s opening date;

4. Vendor has not merged with another firm within the last six months that is not headquartered in Broward County and is not a wholly owned subsidiary or a holding company of another firm that is not headquartered in Broward County;

5. If awarded a contract, it is the intent of the Vendor to remain at the referenced address for the duration of the contract term, including any renewals, extensions or any approved interim contracts for the services provided under this contract; and

6. The Vendor understands that if after contract award, the County learns that the attestation was erroneous, and upon investigation determines that the error was willful or intentional on the part of the Vendor, the County may, on that basis exercise any contractual right to terminate the contract. Further any misleading, inaccurate, false information or documentation submitted by any party affiliated with this procurement may lead to suspension and/or debarment from doing business with Broward County as outlined in the Procurement Code, Section 21.119.

If the Vendor is submitting a response as a Joint Venture, the following information is required to be submitted:

a. Name of the Joint Venture Partnershipb. Percentage of Equity for all Joint Venture Partnersc. A copy of the executed Agreement(s) between the Joint Venture Partners

Vendor does not have a principal place of business location (also known as the nerve center) within Broward County.

Vendor Information:


Vendor ’s address listed in its submittal is:

One Pre-Paid Way, PO Box 145, Ada, OK 74821

The signature below must be by an individual authorized to bind the Vendor. The signature below is an attestation that all information listed above and provided to Broward County is true and accurate.



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RFP-RFQ-RLI LOCATION ATTESTATION FORM (EVALUATION CRITERIA)

The completed and signed form and supporting information (if applicable, for Joint Ventures) should be returned with the Vendor ’s submittal. If not provided with submittal, the Vendor must submit within three business days of County ’s request. Failure to timely submit this form and supporting information may affect the Vendor ’s evaluation. Provided information is subject to verification by the County.

A Vendor ’s principal place of business location (also known as the nerve center) within Broward County is considered in accordance with Evaluation Criteria. The County ’s definition of a principal place of business is:

1. As defined by the Broward County Local Preference Ordinance, “Principal place of business means the nerve center or center of overall direction, control and coordination of the activities of the bidder [Vendor]. If the bidder has only one (1) business location, such business location shall be considered its principal place of business.”

2. A principal place of business refers to the place where a corporation's officers direct, control, and coordinate the corporation's day-to-day activities. It is the corporation's ‘nerve center ’ and in practice it should normally be the place where the corporation maintains its headquarters; provided that the headquarters is the actual center of direction, control, and coordination, i.e., the ‘nerve center ’, and not simply an office where the corporation holds its board meetings (for example, attended by directors and officers who have traveled there for the occasion).

The Vendor ’s principal place of business in Broward County shall be the Vendor ’s “Principal Address” as indicated with the Florida Department of State Division of Corporations, for at least six months prior to the solicitation ’s due date.

Check one of the following:

The Vendor certifies that it has a principal place of business location (also known as the nerve center) within Broward County, as documented in Florida Department of State Division of Corporations (Sunbiz), and attests to the following statements:

1. Vendor ’s address listed in its submittal is its principal place of business as defined by Broward County;

2. Vendor ’s “Principal Address” listed with the Florida Department of State Division of Corporations is the same as the address listed in its submittal and the address was listed for at least six months prior to the solicitation ’s opening date. A copy of Florida Department of State Division of Corporations (Sunbiz) is attached as verification.

3. Vendor must be located at the listed “nerve center” address (“Principal Address”) for at least six (6) months prior to the solicitation ’s opening date;

4. Vendor has not merged with another firm within the last six months that is not headquartered in Broward County and is not a wholly owned subsidiary or a holding company of another firm that is not headquartered in Broward County;

5. If awarded a contract, it is the intent of the Vendor to remain at the referenced address for the duration of the contract term, including any renewals, extensions or any approved interim contracts for the services provided under this contract; and

6. The Vendor understands that if after contract award, the County learns that the attestation was erroneous, and upon investigation determines that the error was willful or intentional on the part of the Vendor, the County may, on that basis exercise any contractual right to terminate the contract. Further any misleading, inaccurate, false information or documentation submitted by any party affiliated with this procurement may lead to suspension and/or debarment from doing business with Broward County as outlined in the Procurement Code, Section 21.119.

If the Vendor is submitting a response as a Joint Venture, the following information is required to be submitted:

a. Name of the Joint Venture Partnershipb. Percentage of Equity for all Joint Venture Partnersc. A copy of the executed Agreement(s) between the Joint Venture Partners

Vendor does not have a principal place of business location (also known as the nerve center) within Broward County.

Vendor Information:


Vendor ’s address listed in its submittal is:

One Pre-Paid Way, PO Box 145, Ada, OK 74821

The signature below must be by an individual authorized to bind the Vendor. The signature below is an attestation that all information listed above and provided to Broward County is true and accurate.



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DOMESTIC PARTNERSHIP ACT CERTIFICATION FORM (REQUIREMENT AND TIEBREAKER)

Refer to Special Instructions to identify if Domestic Partnership Act is a requirement of the solicitation or acts only as a tiebreaker. If Domestic Partnership is a requirement of the solicitation, the completed and signed form should be returned with the Vendor ’s submittal. If the form is not provided with submittal, the Vendor must submit within three business days of County ’s request. Vendor may be deemed non-responsive for failure to fully comply within stated timeframes. To qualify for the Domestic Partnership tiebreaker criterion, the Vendor must currently offer the Domestic Partnership benefit and the completed and signed form must be returned at time of solicitation submittal.

The Domestic Partnership Act, Section 16 ½ -157, Broward County Code of Ordinances, requires all Vendors contracting with the County, in an amount over $100,000 provide benefits to Domestic Partners of its employees, on the same basis as it provides benefits to employees ’ spouses, with certain exceptions as provided by the Ordinance.

For all submittals over $100,000.00, the Vendor, by virtue of the signature below, certifies that it is aware of the requirements of Broward County ’s Domestic Partnership Act, Section 16-½ -157, Broward County Code of Ordinances; and certifies the following: (check only one below).


1. The Vendor currently complies with the requirements of the County ’s Domestic Partnership Act and provides benefits to Domestic Partners of its employees on the same basis as it provides benefits to employees ’ spouses

2. The Vendor will comply with the requirements of the County ’s Domestic Partnership Act at time of contract award and provide benefits to Domestic Partners of its employees on the same basis as it provides benefits to employees ’ spouses.

3. The Vendor will not comply with the requirements of the County ’s Domestic Partnership Act at time of award.

4. The Vendor does not need to comply with the requirements of the County ’s Domestic Partnership Act at time of award because the following exception(s) applies: (check only one below).

The Vendor is a governmental entity, not-for-profit corporation, or charitable organization.

The Vendor is a religious organization, association, society, or non -profit charitable or educational institution.

The Vendor provides an employee the cash equivalent of benefits. (Attach an affidavit in compliance with the Act stating the efforts taken to provide such benefits and the amount of the cash equivalent).

The Vendor cannot comply with the provisions of the Domestic Partnership Act because it would violate the laws, rules or regulations of federal or state law or would violate or be inconsistent with the terms or conditions of a grant or contract with the United States or State of Florida. Indicate the law, statute or regulation (State the law, statute or regulation and attach explanation of its applicability).


3.27.2018

Authorized Signature/Name Title Vendor Name Date


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AGREEMENT EXCEPTION FORM

The completed form(s) should be returned with the Vendor ’s submittal. If not provided with submittal, it shall be deemed an affirmation by the Vendor that it accepts the terms and conditions of the County ’s Agreement as disclosed in the solicitation.

The Vendor must either provide specific proposed alternative language on the form below. Additionally, a brief justification specifically addressing each provision to which an exception is taken should be provided.

Vendor Name: Pre-Paid Legal Services, Inc of Florida


There are no exceptions to the terms and conditions of the County Agreement as referenced in the solicitation; or

The following exceptions are disclosed below: (use additional forms as needed; separate each Article/ Section number)

Term or Condition

Article / Section

Insert version of exception or specific proposed alternative

language

Provide brief justification for change

10.1.2 Remove last sentence

10.3.1. 10.3.3, 10.61.1, 10.7

Remove this section

Our insurance provider cannot make this guarantee nor affirm if a

form is more or less restrictive than the described ISO form.

10.3.2

Wording we would like Policy shall all owned, non-owned, and hired autos used

in connection with the performance of work under this agreement.

10.3.4 Remove the last sentence of this section.If we cannot strike, we would like

one year instead of three.

10.4Remove the last sentence and add general

liability to the second sentence

Should not have to provide copoies of endorsements as COI should be

sufficient


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LITIGATION HISTORY FORM

The completed form(s) should be returned with the Vendor ’s submittal. If not provided with submittal, the Vendor must submit within three business days of County ’s request. Vendor may be deemed non-responsive for failure to fully comply within stated timeframes.

There are no material cases for this Vendor; or

Material Case(s) are disclosed below:

Is this for a: (check type)

Parent, Subsidiary, or

Predecessor Firm?

If Yes, name of Parent/Subsidiary/Predecessor:

Or No

PartyCase Number, Name,

and Date FiledName of Court or other tribunal

Type of Case Bankruptcy Civil Criminal Administrative/Regulatory

Claim or Cause of Action and Brief description of

each CountBrief description of the

Subject Matter and Project Involved

Disposition of Case

(Attach copy of any applicable Judgment,

Settlement Agreement and Satisfaction of Judgment.)

Pending Settled Dismissed

Judgment Vendor ’s Favor Judgment Against Vendor

If Judgment Against, is Judgment Satisfied? Yes No

Opposing Counsel Name: Email: Telephone Number:



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3 4

SUBCONTRACTORS/SUBCONSULTANTS/SUPPLIERS REQUIREMENT FORMRequest for Proposals, Request for Qualifications, or Request for Letters of Interest

The following forms and supporting information (if applicable) should be returned with Vendor ’s submittal. If not provided with submittal, the Vendor must submit within three business days of County ’s request. Failure to timely submit may affect Vendor ’s evaluation.

A. The Vendor shall submit a listing of all subcontractors, subconsultants and major material suppliers (firms), if any, and the portion of the contract they will perform. A major material supplier is considered any firm that provides construction material for construction contracts, or commodities for service contracts in excess of $50,000, to the Vendor.

B. If participation goals apply to the contract, only non-certified firms shall be identified on the form. A non-certified firm is a firm that is not listed as a firm for attainment of participation goals (ex. County Business Enterprise or Disadvantaged Business Enterprise), if applicable to the solicitation.

C. This list shall be kept up -to-date for the duration of the contract. If subcontractors, subconsultants or suppliers are stated, this does not relieve the Vendor from the prime responsibility of full and complete satisfactory performance under any awarded contract.

D. After completion of the contract/final payment, the Vendor shall certify the final list of non-certified subcontractors, subconsultants, and suppliers that performed or provided services to the County for the referenced contract.

E. The Vendor has confirmed that none of the recommended subcontractors, subconsultants, or suppliers ’ principal(s), officer(s), affiliate(s) or any other related companies have been debarred from doing business with Broward County or any other governmental agency.

If none, state “none” on this form. Use additional sheets as needed. Vendor should scan and upload any additional form(s) in BidSync.


1. Subcontracted Firm’s Name: None

Subcontracted Firm’s Address:

Subcontracted Firm’s Telephone Number:

Contact Person’s Name and Position:

Contact Person’s E-Mail Address:

Estimated Subcontract/Supplies Contract Amount:

Type of Work/Supplies Provided:

2. Subcontracted Firm’s Name:

Subcontracted Firm’s Address:

Subcontracted Firm’s Telephone Number:

Contact Person’s Name and Position:

Contact Person’s E-Mail Address:


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VOLUME OF PREVIOUS WORK ATTESTATION FORM

The completed and signed form should be returned with the Vendor ’s submittal. If not provided with submittal, the Vendor must submit within three business days of County ’s request. Failure to provide timely may affect the Vendor ’s evaluation. This completed form must be included with the Vendor ’s submittal at the time of the opening deadline to be considered for a Tie Breaker criterion (if applicable).

The calculation for Volume of Previous Work is all amounts paid to the prime Vendor by Broward County Board of County Commissioners at the time of the solicitation opening date within a five-year timeframe. The calculation of Volume of Previous Work for a prime Vendor previously awarded a contract as a member of a Joint Venture firm is based on the actual equity ownership of the Joint Venture firm.

In accordance with Section 21.31.d. of the Broward County Procurement Code, the Vendor with the lowest dollar volume of work previously paid by the County over a five-year period from the date of the submittal opening will receive the Tie Breaker.

Vendor must list all projects it received payment from Broward County Board of County Commissioners during the past five years. If the Vendor is submitting as a joint venture, the information provided should encompass the joint venture and each of the entities forming the joint venture. The Vendor attests to the following:

Has the Vendor been a member/partner of a Joint Venture firm that was awarded a contract by the

County? Yes No

If Yes, Vendor must submit a Joint Vendor Volume of Work Attestation Form.


VOLUME OF PREVIOUS WORK ATTESTATION JOINT VENTURE FORM

If applicable, this form and additional required documentation should be submitted with the Vendor ’s submittal. If not provided with submittal, the Vendor must submit within three business days of County ’s request. Failure to timely submit this form and supporting documentation may affect the Vendor ’s evaluation.

The calculation of Volume of Previous Work for a prime Vendor previously awarded a contract as a member of a Joint Venture firm is based on the actual equity ownership of the Joint Venture firm. Volume of Previous Work is not based on the total payments to the Joint Venture firm.

Vendor must list all projects it received payment from Broward County Board of County Commissioners during the past five years as a member of a Joint Venture. The Vendor attests to the following:

Vendor is required to submit an executed Joint Venture agreement(s) and any amendments for each project listed above. Each agreement must be executed prior to the opening date of this solicitation.



Item No.

Project TitleSolicitation/

Contract Number:

Department or Division

Date Awarded

Paid to DateDollar

Amount1

2

3

4

5

Grand Total

Alicia Underwood Proposal Director 3.27.18Authorized Signature/ Name Title Date

Item No.

Project Title

Solicitation/Contract Number:


DateAwarded

JV Equity %

Paid to DateDollar

Amount1

2

3

4

5

Grand Total



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VOLUME OF PREVIOUS WORK ATTESTATION FORM

The completed and signed form should be returned with the Vendor ’s submittal. If not provided with submittal, the Vendor must submit within three business days of County ’s request. Failure to provide timely may affect the Vendor ’s evaluation. This completed form must be included with the Vendor ’s submittal at the time of the opening deadline to be considered for a Tie Breaker criterion (if applicable).

The calculation for Volume of Previous Work is all amounts paid to the prime Vendor by Broward County Board of County Commissioners at the time of the solicitation opening date within a five-year timeframe. The calculation of Volume of Previous Work for a prime Vendor previously awarded a contract as a member of a Joint Venture firm is based on the actual equity ownership of the Joint Venture firm.

In accordance with Section 21.31.d. of the Broward County Procurement Code, the Vendor with the lowest dollar volume of work previously paid by the County over a five-year period from the date of the submittal opening will receive the Tie Breaker.

Vendor must list all projects it received payment from Broward County Board of County Commissioners during the past five years. If the Vendor is submitting as a joint venture, the information provided should encompass the joint venture and each of the entities forming the joint venture. The Vendor attests to the following:

Has the Vendor been a member/partner of a Joint Venture firm that was awarded a contract by the

County? Yes No

If Yes, Vendor must submit a Joint Vendor Volume of Work Attestation Form.


VOLUME OF PREVIOUS WORK ATTESTATION JOINT VENTURE FORM

If applicable, this form and additional required documentation should be submitted with the Vendor ’s submittal. If not provided with submittal, the Vendor must submit within three business days of County ’s request. Failure to timely submit this form and supporting documentation may affect the Vendor ’s evaluation.

The calculation of Volume of Previous Work for a prime Vendor previously awarded a contract as a member of a Joint Venture firm is based on the actual equity ownership of the Joint Venture firm. Volume of Previous Work is not based on the total payments to the Joint Venture firm.

Vendor must list all projects it received payment from Broward County Board of County Commissioners during the past five years as a member of a Joint Venture. The Vendor attests to the following:

Vendor is required to submit an executed Joint Venture agreement(s) and any amendments for each project listed above. Each agreement must be executed prior to the opening date of this solicitation.



Item No.

Project TitleSolicitation/

Contract Number:


Date Awarded

Paid to DateDollar

Amount1

2

3

4

5

Grand Total


Item No.

Project Title

Solicitation/Contract Number:


DateAwarded

JV Equity %

Paid to DateDollar

Amount1

2

3

4

5

Grand Total



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AFFILIATED ENTITIES OF THE PRINCIPAL(S) CERTIFICATION FORM

The completed form should be submitted with the solicitation response but must be submitted within three business days of County ’s request. Vendor may be deemed non-responsive for failure to fully comply within stated timeframes.

a. All Vendors are required to disclose the names and addresses of “affiliated entities” of the Vendor ’s principal(s) over the last five (5) years (from the solicitation opening deadline) that have acted as a prime Vendor with the County.



The Vendor hereby certifies that: (select one)

No principal of the proposing Vendor has prior affiliations that meet the criteria defined as “Affiliated entities ”

Principal(s) listed below have prior affiliations that meet the criteria defined as “Affiliated entities ”

Principal ’s Name: LegalShield

Names of Affiliated Entities: Pre-Paid Legal Casualty, Inc.; Pre -Paid Legal Services, Inc. of Florida; Legal Service Plans of Virginia, Inc.; Pre -Paid Canadian Holdings, LLC, PPL Care of Canada Corporation, American Legal Services, INc.; LS, Inc.; Pre-Paid Legal Access, Inc. These are all wholly owned by Pre-Paid Legal Services, Inc dba LegalShield

Principal ’s Name:

Names of Affiliated Entities:

Principal ’s Name:

Names of Affiliated Entities:

Authorized Signature Name: Alicia Underwood

Title: Proposal Director


Date: 3.27.18



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