Okaloosa County BOCC — May 4, 2013 — C12-1962-COR — reading text

ABL Management's accounting team proactively responds immediately to any indication of a problem developing. Our Quality Control Training Coordinator administers ABL Managements in-depth Employee Food Service and Production Training, Safety and Sanitation Training, HACCP and ServSafe National = Certifications, National Correctional _—‘ Training Certifications, and Inmate Supervision Training Programs. Our Corporate Dietitian prepares all of our menus, special diets and nutritional analysis. In addition, our dietitian is on call for the Food Service Director or your medical staff should they need special assistance. 25 Ao i ee Management, J Inc. RESOURCES AVAILABLE PERSONNEL John D. Appleton, Chairman, President and CEO Sandee Scott, Vice President, Secretary, Treasurer Roshon Cody, Vice President Kevin Tolson, Chief Financial Officer Bill Hanna and April Lee - Regional Sales Directors Sandra McDowell and Wade Roberts - Quality Control Mike Craft, Bill Eastburn and Vincent Rosa - Directors of Operation Amy Gibson, J. D. Stafford, Clarence Nance, Jr., Marvin Holt, Darrell Clinkenbeard, Philip Bradshaw and Stephen Servoss — District Managers Allen Donnelly, Director of Purchasing Rick McLaren, Director of Human Resources Debbie Craft, RD, LD, Corporate Dietitian ACCOUNTING Stephen M. Huggins, CPA HANNIS T. BOURGEOIS, L.L.P. Certified Public Accountants 2322 Tremont Drive, Suite 200 Baton Rouge, LA 70809 (225) 928-4770 LEGAL COUNSEL JUDE C. BURSAVICH, Attorney at Law Breazeale, Sachse & Wilson Twenty-third Floor, One American Place P.O. Box 3197 Baton Rouge, Louisiana 70821 (225) 387-4000 C. PATRICK NUNLEY Naman, Howell, Smith & Lee, P.C. Attorney at Law 700 Texas Center Ninth and Washington P.O. Box 1470 Waco, Texas 76703 (817) 755-4100 26 An /- i~ ma Management, Inc. RESOURCES AVAILABLE (Continued) MAJOR BANK iBERIABANK 3700 Essen Lane Baton Rouge, Louisiana 70809 Mr. Barry Kilpatrick, Executive Vice President (225) 923-4455 INSURANCE LOCKTON COMPANIES, INC. 444 W. 47" Street, Suite 900 Kansas City, MO 64112-1906 Michael J. Pateidl, CIC, CRIS (816) 960-9807 SUPPLIERS PFG Foods Sysco Foods Caro Foods Milton's Institutional Foods Coca Cola Pepsi Jones/ Zylon Merita Bakery Capital Enterprise Flowers Bakery Design Specialties Stephen's, Inc. Plastocon, Inc. 27 i.) me Management, a ‘ FINANCIAL HISTORY AND CAPABILITY Please find enclosed year-end financial statements. ABL works very closely with iBERIABANK and keeps its officers apprised monthly of our progress. In addition, the owner also keeps our C.P.A. involved to ensure proper accounting procedures are followed and to provide any guidance ABL may require. These individuals are as follows: iBERIABANK 3700 Essen Lane Baton Rouge, Louisiana 70809 Mr. Barry Kilpatrick, Executive Vice President (225) 923-4455 Stephen M. Huggins, CPA HANNIS T. BOURGEOIS, L.L.P. Certified Public Accountants 2322 Tremont Drive, Suite 200 Baton Rouge, LA 70809 (225) 928-4770 Verification of our ability to perform can also be secured from our existing clients. A list of correctional accounts has been included in this Proposal. 28 e 3700 Essen Lane Baton Rouge, LA 70809 Phone (225) 923-4430 March 20, 2012 Board of County Commissioners Of Okaloosa County, FL c/o Purchasing Department 602-C North Pearl Street Crestview, FL 32536 RE: ABL Management, Inc. To Whom It May Concern: The above referenced valued client of IberiaBank has requested we provide you with information about its banking relationship. Please be advised IberiaBank currently has a credit line commitment available to the company with a limit in the low seven figure range. ABL Management, Inc. also maintains depository and investment balances in the low seven figure range. The company and its principal owner have been known to senior IberiaBank management for more than twenty years and are highly regarded by this bank. Should you require any additional information about our relationship with ABL Management, Inc, please feel free to give me a call at (225) 923-4412. Sincerely, Vice President Ce: John D. Appleton ABL Management, Inc. 29 am . ACORD' CERTIFICATE OF LIABILITY INSURANCE ga. | 3202012" Fd] THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DCES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: Hf the certificate holder is an ADDITIONAL INSURED, the policy(ies) must be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder In lieu of such endorsement(s), PRODUCER ecxton Cony enles, | LLG Kansas City a act : . reet, Suite . . Kansas City MO 64112-1906 7 Liew (816} 960-9000 i | NAIC HS INSURER A: Lexington Insurance Company 19437 INSURED ABL MANAGEMENT, INC. INSURERB: Zurich American Insurance 1069677 aap LA 70835-0486 INSURER GC: St. Pau! Surplus Lines Insurance Company 30481 INSURER Ds INSURER € : LINSURER F : _COVERAGES LMAO! CERTIFICATE NUMBER; 1170: 3 REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR NER TYPE OF INSURANCE Ano (Wa POLICY NUMBER Fou FF] imeeorren| LIMITS A. | GENERAL LIABILITY N | N }35417851 6/1/2011 16/1/2012 [EACH OCCURRENCE s 1,000,000 X_] COMMERCIAL GENERAL LIABILITY B 6 REED ¢ 100,000 ] cuames-nave LX | OCCUR MED EXP (Ary one parson) _|s XXXAXXKK | X_| PROF LIAB INCLUDED Personat aapvinsury 1s 1,000,000 = GENERAL AGGREGATE _|$ 2,000,000 [a] EN'L AGGREGATE LIMIT APPLIES PER: propucts -comr/op acc|$ 2,000,000 POLICY fee | l roc § B | AUTOMOBILE LIABILITY N | N | PRA 6542706-02 enor |eraoi2 [ReMeeny NOE TM 1s 1,000,000 ba ANY AUTO BODILY INJURY (Per person} |S KX KXXXX PX | A SRNE | RGHERULEP BODILY INJURY (Per accident] $s XXXXXXX @ | nen auros 1X | ARE fev pengen $ XXXXXXX x | $1,000 COMA X {$1,000 COLL $ XXXXXXX C |__| UMBRELLALIAB |X Joccur N | N |Qz08000043 6/1/2011 | 6/1/2012 [EACH OCCURRENCE $ 8,000,000 EXCESS LIAB CLAIMS-MADE| AGGREGATE $ 8,000,000 DED | X | RETENTION $ 10,000 $ XXXXXXX B | WORKERS COMPENSATION N | we 6542714-02 eno | 6/2012 LX ESR STaMel [Sa B | any pROPRIETORPARTNER/EXECUTIVE NIA OH STOP GAP INCLUDED E.L, EACH ACCIDENT s 1,000,000 OFFICER/MEMBER EXCLLIDED? Chardatory ia EL piszase-eacmecovee |¢ 1,000,000 DESCRIPTION OF OPERATIONS below Dt : um {ts 1,000,000 DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES /(Attach ACORD 101, A i dule, if more space is required) SUBJECT TO POLICY TERMS, CONDITIONS, AND EXCLUSIONS: THE CERTIFICATE HOLDER SHALL BE CONSIDERED BLANKET ADDITIONAL INSURED WITH A WAIVER OF SUBROGATION AS REQUIRED BY SPECIFIC CONTRACT IN THEIR FAvOR, BUT ONLY TO THE EXTENT OF THE NAMED INSURED'S OBLIGATION TO INDEMNIFY, DEFEND, AND/OR HOLD HARMLESS AS RFOUIRE BY WRITT EN CONTRACT. RE: FL OKALOOSA COUNTY CORRECTIONAL FACILITY. OKALOOSA COUNTY IS NAMED ADDITIONAL INSURED, BUT ONLY WHERE REQUIRED BY WRITTEN CONTRACT. CERTIFICATE HOLDER CANCELLATION SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE ‘THE EXPIRATION DATE THEREOF, NOTICE WILL SE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. 11700643 AUTHORIZED REPRESENTATIVE BOARD OF COUNTY COMMISSIONERS OF OKALOOSA COUNTY, FL C/O PURCHASING DEPARTMENT 602-C NORTH PEARL STREET CRESTVIEW FL 32636 { ACORD 25 (2010/05) O18 ORPORATION. All rights reserved ©} The ACORD name and logo are registered marks of ACORD 30 ma Management, Inc. SUPPORT SERVICES ABL Management, Inc. shall provide all support services necessary to assure compliance with the terms, conditions and specifications of the Agreement. Such services shall include, but not be limited to dietitians, management consultants, sanitation and training personnel for contractor's employees. ABL Management, Inc. has personnel with the experience and expertise to provide assistance in the planning of food service equipment, design and facility requirements on a short range and a long-range basis. Our Vice President, Director of Operations and Quality Control Directors are available to provide assistance to the local ABL Management Food Service Staff, as well as provide technical assistance to Okaloosa Correctional Facility. ABL Management, Inc.'s Director of Operations and/or District Managers visit each unit in their District at least once a month or on an as needed basis. During these visits the District Manager meets with the Department/ Facility Liaison and appropriate Department Staff, to get their input on the status of the Food Service Program. The District Manager meets with the Food Service Liaison and then meets with the Food Service Management Team and all ABL employees to discuss the Food Service Program and to get their comments and input. !f a problem is brought to the attention of the District Manager or the District Manager sees something that is not up to standard, immediate action is taken. On a random basis, the District Manager talks to some of the inmates to get their comments and input. Our Quality Control Directors conduct on-site quality check and review visits to each facility on a random basis. During these visits, every facet of the operation is reviewed and checked. The Quality Control Directors also meet with the Department/Facility Liaison, appropriate Department Staff, and Food Service Director and Food Service employees. Employee Performance Reviews and Evaluations are conducted ninety-days (90) after the person is hired and then annually on their Hiring Anniversary Date. The time scheduled for each review isa minimum of one hour. 31 LOCAL ORGANIZATIONAL CHART Okaloosa County Correctional Facility VICE PRESIDENT ROSHON CODY DIETITIAN DISTRICT MANAGER QUALITY CONTROL DEBBIE CRAFT, RD, LD PHILIP BRADSHAW SANDRA MCDOWELL aaa rn FOOD SERVICE DIRECTOR ASSISTANT FOOD HOURLY SUPERVISORS SERVICE DIRECTOR INMATE FOOD SERVICE WORKERS 32 i~ An i ma Management, Inc. METHOD OF SUPERVISION Our District Managers regularly visit each facility and review and check every facet of the Food Service Operation. Our District Managers are our Corporate Liaison with our Clients and as such meets with the Facility Administrator during there regular visits to discuss the Food Service Operation and review the program reports. The clients concerns are then discussed with the Food Service Director. Our District Managers are supervised by and report to the Director of Operations and the Vice President. ABL Management's Food Service Directors are responsible for the administration of the Plan of Operation agreed upon by ABL Management, Inc. and the client. Their on-going responsibilities include hiring, training and supervision of the food service employees and inmate workers. Job descriptions for our Food Service Director and District Managers are included in this proposal. 33 PHILIP D. BRADSHAW Professional Profile: Correctional specialist with more than 28 years of experience with the federal Bureau of Prisons. Served as the National Food Service Program Coordinator as well as the Food Service Administrator at numerous federal facilities. Recognized expert in Food Service Operations and Management. Possess a wide-ranging knowledge base of: food service operations, security, safety, and