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Certificates of Insurance 711/30/2022 E(MM/DD/YYYY) ACCORD® CERTIFICATE OF LIABILITY INSURANCE THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES 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: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or 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 CONTACT NAME: Brian RDzynSki Crystal IBC, LLC PHONE FAX 32 Old Slip 29th FI A/c No Ext: 212-504-1882 A/C,No E-MNew York NY 10005 ADDRESS: brian.rozynski@alliant.com INSURER(S)AFFORDING COVERAGE NAIC# License#:BR-1359321 INSURERA: Lloyd's Syndicate 1084(Chauce 0 INSURED PFMIILL-01 INSURERB:AXIS Surplus Insurance Company 26620 PFM Financial Advisors LLC 1735 Market Street, 42nd Floor INSURERC: Philadelphia PA 19103 INSURERD: INSURER E: INSURER F: COVERAGES CERTIFICATE NUMBER:1306205046 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 TYPE OF INSURANCE ADDL SUBR POLICY EFF POLICY EXP LIMITS LTR INSD WVD POLICY NUMBER MM/DD MM/DD COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE $ CLAIMS-MADE OCCUR DAMAGE TO RENTED PREMISES Ea occurrence $ MED EXP(Any one person) $ PERSONAL&ADV INJURY $ GEN'L AGGREGATE LIMIT APPLIES PER: GENERALAGGREGATE $ POLICY❑ PRO- ❑ JECT LOC PRODUCTS-COMP/OP AGG $ OTHER: $ AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT $ Ea accident ANY AUTO BODILY INJURY(Per person) $ OWNED SCHEDULED BODILY INJURY(Per accident) $ AUTOS ONLY AUTOS HIREDwwr� AUTOS ONLY AUOTOS ONLY 'IrRIV"4 PeOr acdenDAMAGE $ UMBRELLALIAB OCCUR """ 9 . 3 AGGREGATE $ EACH OCCURRENCE $ -I EXCESS LAB CLAIMS-MADE DED RETENTION$ Y PER OTH- $ WORKERS COMPENSATION WAPM WA AND EMPLOYERS'LIABILITY Y/N STATUTE ER ANYPROPRIETOR/PARTNER/EXECUTIVE E.L.EACH ACCIDENT $ OFFICE R/M EMBER EXCLUDED? ❑ N/A (Mandatory in NH) E.L.DISEASE-EA EMPLOYEE $ If yes,describe under DESCRIPTION OF OPERATIONS below E.L.DISEASE-POLICY LIMIT $ A Professional Liability(E&O) HMPL22-0291 12/7/2022 12/7/2023 Limit of Liability: $5,000,000 B E N N604632 12/7/2022 12/7/2023 DESCRIPTION OF OPERATIONS/LOCATIONS/VEHICLES (ACORD 101,Additional Remarks Schedule,may be attached if more space is required) Evidence of coverage only. CERTIFICATE HOLDER CANCELLATION SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN Monroe County ACCORDANCE WITH THE POLICY PROVISIONS. Board of County Commissioners 1100 Simonton Street AUTHORIZED REPRESENTATIVE Key West FL 33040 @ 1988-2015 ACORD CORPORATION. All rights reserved. ACORD 25(2016103) The ACORD name and logo are registered marks of ACORD PFMIILL-01 JBOLAN132 ACORO"° CERTIFICATE OF LIABILITY INSURANCE DATE(MM/D2YYYY) THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER.THIS CERTIFICATE DOES 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: If the certificate holder is an ADDITIONAL INSURED,the policy(ies)must have ADDITIONAL INSURED provisions or 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 License#BR-1359321 CONTACT Janice Boland NAME: Alliant Insurance Services,Inc PHONE FAX 32 Old Slip 29th FI (A/C,No,Ext):(212)603-0202 (A/C,No): New York,NY 10005 E-MAIL Janice.Boland@alliant.com INSURERS AFFORDING COVERAGE NAIC# INSURERA:Valley Forge Insurance Company 20508 INSURED INSURER B:Continental Insurance Company 35289 PFM Financial Advisors,LLC INSURER C 1735 Market Street,42nd Floor INSURER D Philadelphia, PA 19103 INSURER E INSURER F: COVERAGES CERTIFICATE NUMBER: 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 TYPE OF INSURANCE ADDL SUBR POLICY NUMBER POLICY EFF POLICY EXP LIMITS LTR INSD WVD MM/DD/YYYY MM/DD/YYYY A X COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE $ 1,000,000 CLAIMS-MADE X OCCUR 7018019790 12/7/2022 12/7/2023 DAMAGE TO RENTED 1,000,000 X X PREMISES Ea occurrence $ MED EXP(Any oneperson) $ 15,000 PERSONAL&ADV INJURY $ 1,000,000 GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $ 2,000,000 POLICY� PEA X 2,000,000� LOC PRODUCTS-COMP/OPAGG $ OTHER: $ B AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT 1,000,000 Ea accident $ ANY AUTO 7018019806 12/7/2022 12/7/2023 BODILY INJURY Perperson) $ OWNED SCHEDULED AUTOS ONLY AUTOS BODILY INJURY Per accident $ X HIRED X NON-OWNED PROPERTY DAMAGE AUTOS ONLY AUTOS ONLY Per accident $ B X UMBRELLA LIAB X OCCUR EACH OCCURRENCE $ 20,000,000 EXCESS LIAB CLAIMS-MADE 7018019840 12/7/2022 12/7/2023 AGGREGATE $ 20,000,000 DED X RETENTION$ 0 $ B WORKERS COMPENSATION X PER OTH- AND EMPLOYERS'LIABILITY STATUTE ER v/N 7018019823 1/1/2023 1/1/2024 1,000,000 ANY PROPRIETOR/ R/EXECUTIVE ❑ E.L.EACH ACCIDENT $ EXCLUDED? OFFICER/MEMBER EXCLUDED? N/A (Mandatory in NH) E.L.DISEASE-EA EMPLOYEE $ 1,000,000 If yes,describe under 1,000,000 DESCRIPTION OF OPERATIONS below E.L.DISEASE-POLICY LIMIT $ DESCRIPTION OF OPERATIONS/LOCATIONS/VEHICLES (ACORD 101,Additional Remarks Schedule,may be attached if more space is required) General Liability-Additional Insured,Primary and Non-Contributory,Waiver of Subrogation included per written contract or agreement 30 Day Notice of Cancellation applies/10 Day Notice for Non Payment By 9 23 _. -, ., CERTIFICATE HOLDER CANCELLATION ) SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE Monroe County, of Count Commissioners THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN Y Y ACCORDANCE WITH THE POLICY PROVISIONS. 1100 Simonton Street Key West,FL 33040-0000 AUTHORIZED REPRESENTATIVE ACORD 25(2016103) ©1988-2015 ACORD CORPORATION. All rights reserved. The ACORD name and logo are registered marks of ACORD CNA CNA PARAMOUNT Financial Services - General Liability Extension Endorsement It is understood and agreed that this endorsement amends the COMMERCIAL GENERAL LIABILITY COVERAGE PART as follows. If any other endorsement attached to this policy amends any provision also amended by this endorsement, then that other endorsement controls with respect to such provision, and the changes made by this endorsement with respect to such provision do not apply. TABLE OF CONTENTS 1. Additional Insureds 2. Additional Insured -Primary And Non-Contributory To Additional Insured's Insurance 3. Bodily Injury—Expanded Definition 4. Broad Knowledge of Occurrence/Notice of Occurrence 5. Broad Named Insured 6. Estates, Legal Representatives and Spouses 7. Expected Or Intended Injury—Exception for Reasonable Force 8. In Rem Actions 9. Incidental Health Care Malpractice Coverage 10. Joint Ventures/Partnership/Limited Liability Companies 11. Legal Liability—Damage To Premises 12. Medical Payments 13. Non-owned Aircraft Coverage 14. Non-owned Watercraft 15. Personal And Advertising Injury—Discrimination or Humiliation 16. Personal And Advertising Injury-Limited Contractual Liability 0 17. Property Damage-Elevators 18. Supplementary Payments 0 0 19. Unintentional Failure To Disclose Hazards 0 0 0 20. Waiver of Subrogation—Blanket CNA75102XX(1-15) Policy No: 7018019790 Page 1 of 14 Endorsement No: 11 VALLEY FORGE INSURANCE COMPANY Insured Name: PFM I I, LLC Copyright CNA All Rights Reserved. Includes copyrighted material of Insurance Services Office,Inc.,with its permission. CNA CNA PARAMOUNT Financial Services - General Liability Extension Endorsement 1. ADDITIONAL INSUREDS a. WHO IS AN INSURED is amended to include as an Insured any person or organization described in paragraphs A. through K. below whom a Named Insured is required to add as an additional insured on this Coverage Part under a written contract or written agreement, provided such contract or agreement: (1) is currently in effect or becomes effective during the term of this Coverage Part; and (2) was executed prior to: (a) the bodily injury or property damage; or (b) the offense that caused the personal and advertising injury, for which such additional insured seeks coverage. b. However, subject always to the terms and conditions of this policy, including the limits of insurance, the Insurer will not provide such additional insured with: (1) a higher limit of insurance than required by such contract or agreement; or (2) coverage broader than required by such contract or agreement, and in no event broader than that described by the applicable paragraph A. through K. below. Any coverage granted by this endorsement shall apply only to the extent permissible by law. A. Controlling Interest Any person or organization with a controlling interest in a Named Insured, but only with respect to such person or organization's liability for bodily injury, property damage or personal and advertising injury arising out of: 1. such person or organization's financial control of a Named Insured; or 2. premises such person or organization owns, maintains or controls while a Named Insured leases or occupies such premises; provided that the coverage granted by this paragraph does not apply to structural alterations, new construction or demolition operations performed by, on behalf of, or for such additional insured. B. Co-owner of Insured Premises A co-owner of a premises co-owned by a Named Insured and covered under this insurance but only with respect to such co-owner's liability for bodily injury, property damage or personal and advertising injury as co-owner of such premises. C. Grantor of Franchise Any person or organization that has granted a franchise to a Named Insured, but only with respect to such person or organization's liability for bodily injury, property damage or personal and advertising injury as grantor of a franchise to the Named Insured. D. Lessor of Equipment Any person or organization from whom a Named Insured leases equipment, but only with respect to liability for bodily injury, property damage or personal and advertising injury caused, in whole or in part, by the Named Insured's maintenance, operation or use of such equipment, provided that the occurrence giving rise to such bodily injury, property damage or the offense giving rise to such personal and advertising injury takes place prior to the termination of such lease. CNA75102XX(1-15) Policy No: 7018019790 Page 2 of 14 Endorsement No: 11 VALLEY FORGE INSURANCE COMPANY Insured Name: PFM I I, LLC Copyright CNA All Rights Reserved. Includes copyrighted material of Insurance Services Office,Inc.,with its permission. CNA CNA PARAMOUNT Financial Services - General Liability Extension Endorsement E. Lessor of Land Any person or organization from whom a Named Insured leases land but only with respect to liability for bodily injury, property damage or personal and advertising injury arising out of the ownership, maintenance or use of such land, provided that the occurrence giving rise to such bodily injury, property damage or the offense giving rise to such personal and advertising injury takes place prior to the termination of such lease. The coverage granted by this paragraph does not apply to structural alterations, new construction or demolition operations performed by, on behalf of, or for such additional insured. F. Lessor of Premises An owner or lessor of premises leased to the Named Insured, or such owner or lessor's real estate manager, but only with respect to liability for bodily injury, property damage or personal and advertising injury arising out of the ownership, maintenance or use of such part of the premises leased to the Named Insured, and provided that the occurrence giving rise to such bodily injury or property damage, or the offense giving rise to such personal and advertising injury, takes place prior to the termination of such lease. The coverage granted by this paragraph does not apply to structural alterations, new construction or demolition operations performed by, on behalf of, or for such additional insured. G. Mortgagee,Assignee or Receiver A mortgagee, assignee or receiver of premises but only with respect to such mortgagee, assignee or receiver's liability for bodily injury, property damage or personal and advertising injury arising out of the Named Insured's ownership, maintenance, or use of a premises by a Named Insured. The coverage granted by this paragraph does not apply to structural alterations, new construction or demolition operations performed by, on behalf of, or for such additional insured. H. State or Governmental Agency or Subdivision or Political Subdivisions—Permits A state or governmental agency or subdivision or political subdivision that has issued a permit or authorization but only with respect to such state or governmental agency or subdivision or political subdivision's liability for bodily injury, property damage or personal and advertising injury arising out of: 1. the following hazards in connection with premises a Named Insured owns, rents, or controls and to which 0 this insurance applies: a. the existence, maintenance, repair, construction, erection, or removal of advertising signs, awnings, canopies, cellar entrances, coal holes, driveways, manholes, marquees, hoistaway openings, sidewalk 0 vaults, street banners, or decorations and similar exposures; or N b. the construction, erection, or removal of elevators; or c. the ownership, maintenance or use of any elevators covered by this insurance; or 2. the permitted or authorized operations performed by a Named Insured or on a Named Insured's behalf. The coverage granted by this paragraph does not apply to: a. Bodily injury, property damage or personal and advertising injury arising out of operations performed for the state or governmental agency or subdivision or political subdivision; or b. Bodily injury or property damage included within the products-completed operations hazard. With respect to this provision's requirement that additional insured status must be requested under a written contract or agreement, the Insurer will treat as a written contract any governmental permit that requires the Named Insured to add the governmental entity as an additional insured. CNA75102XX(1-15) Policy No: 7018019790 Page 3 of 14 Endorsement No: 11 VALLEY FORGE INSURANCE COMPANY Insured Name: PFM I I, LLC Copyright CNA All Rights Reserved. Includes copyrighted material of Insurance Services Office,Inc.,with its permission. CNA CNA PARAMOUNT Financial Services - General Liability Extension Endorsement I. Trade Show Event Lessor 1. With respect to a Named Insured's participation in a trade show event as an exhibitor, presenter or displayer, any person or organization whom the Named Insured is required to include as an additional insured, but only with respect to such person or organization's liability for bodily injury, property damage or personal and advertising injury caused by: a. the Named Insured's acts or omissions; or b. the acts or omissions of those acting on the Named Insured's behalf, in the performance of the Named Insured's ongoing operations at the trade show event premises during the trade show event. 2. The coverage granted by this paragraph does not apply to bodily injury or property damage included within the products-completed operations hazard. J. Vendor Any person or organization but only with respect to such person or organization's liability for bodily injury or property damage arising out of your products which are distributed or sold in the regular course of such person or organization's business, provided that: 1. The coverage granted by this paragraph does not apply to: a. bodily injury or property damage for which such person or organization is obligated to pay damages by reason of the assumption of liability in a contract or agreement unless such liability exists in the absence of the contract or agreement; b. any express warranty unauthorized by the Named Insured; c. any physical or chemical change in any product made intentionally by such person or organization; d. repackaging, except when unpacked solely for the purpose of inspection, demonstration, testing, or the substitution of parts under instructions from the manufacturer, and then repackaged in the original container; e. any failure to make any inspections, adjustments, tests or servicing that such person or organization has agreed to make or normally undertakes to make in the usual course of business, in connection with the distribution or sale of the products; If. demonstration, installation, servicing or repair operations, except such operations performed at such person or organization's premises in connection with the sale of a product; g. products which, after distribution or sale by the Named Insured, have been labeled or relabeled or used as a container, part or ingredient of any other thing or substance by or for such person or organization; or h. bodily injury or property damage arising out of the sole negligence of such person or organization for its own acts or omissions or those of its employees or anyone else acting on its behalf. However, this exclusion does not apply to: (1) the exceptions contained in Subparagraphs d. or If. above; or (2) such inspections, adjustments, tests or servicing as such person or organization has agreed with the Named Insured to make or normally undertakes to make in the usual course of business, in connection with the distribution or sale of the products. CNA75102XX(1-15) Policy No: 7018019790 Page 4 of 14 Endorsement No: 11 VALLEY FORGE INSURANCE COMPANY Insured Name: PFM I I, LLC Copyright CNA All Rights Reserved. Includes copyrighted material of Insurance Services Office,Inc.,with its permission. CNA CNA PARAMOUNT Financial Services - General Liability Extension Endorsement 2. This Paragraph J. does not apply to any insured person or organization, from whom the Named Insured has acquired such products, nor to any ingredient, part or container, entering into, accompanying or containing such products. 3. This Paragraph J. also does not apply: a. to any vendor specifically scheduled as an additional insured by endorsement to this Coverage Part; b. to any of your products for which coverage is excluded by endorsement to this Coverage Part; nor c. if bodily injury or property damage included within the products-completed operations hazard is excluded by endorsement to this Coverage Part. K. Other Person Or Organization Any person or organization who is not an additional insured under Paragraphs A. through J. above. Such additional insured is an Insured solely for bodily injury, property damage or personal and advertising injury for which such additional insured is liable because of the Named Insured's acts or omissions. The coverage granted by this paragraph does not apply to any person or organization: 1. for bodily injury, property damage, or personal and advertising injury arising out of the rendering or failure to render any professional service; 2. for bodily injury or property damage included within the products-completed operations hazard; nor 3. who is specifically scheduled as an additional insured on another endorsement to this Coverage Part. 2. ADDITIONAL INSURED -PRIMARY AND NON-CONTRIBUTORY TO ADDITIONAL INSURED'S INSURANCE A. The Other Insurance Condition in the COMMERCIAL GENERAL LIABILITY CONDITIONS Section is amended to add the following paragraph: If the Named Insured has agreed in writing in a contract or agreement that this insurance is primary and non- contributory relative to an additional insured's own insurance, then this insurance is primary, and the Insurer will not seek contribution from that other insurance. For the purpose of this Provision 2., the additional insured's own 0 insurance means insurance on which the additional insured is a named insured. B. With respect to persons or organizations that qualify as additional insureds pursuant to paragraph 1.K. of this endorsement, the following sentence is added to the paragraph above: Otherwise, and notwithstanding anything to the contrary elsewhere in this Condition, the insurance provided to 0 such person or organization is excess of any other insurance available to such person or organization. 0 3. BODILY INJURY—EXPANDED DEFINITION Under DEFINITIONS, the definition of bodily injury is deleted and replaced by the following: Bodily injury means physical injury, sickness or disease sustained by a person, including death, humiliation, shock, mental anguish or mental injury sustained by that person at any time which results as a consequence of the physical injury, sickness or disease. 4. BROAD KNOWLEDGE OF OCCURRENCE/NOTICE OF OCCURRENCE Under CONDITIONS, the condition entitled Duties in The Event of Occurrence, Offense, Claim or Suit is amended to add the following provisions: A. BROAD KNOWLEDGE OF OCCURRENCE The Named Insured must give the Insurer or the Insurer's authorized representative notice of an occurrence, offense or claim only when the occurrence, offense or claim is known to a natural person Named Insured, to a CNA75102XX(1-15) Policy No: 7018019790 Page 5 of 14 Endorsement No: 11 VALLEY FORGE INSURANCE COMPANY Insured Name: PFM I I, LLC Copyright CNA All Rights Reserved. Includes copyrighted material of Insurance Services Office,Inc.,with its permission. CNA CNA PARAMOUNT Financial Services - General Liability Extension Endorsement partner, executive officer, manager or member of a Named Insured, or to an employee designated by any of the above to give such notice. B. NOTICE OF OCCURRENCE The Named Insured's rights under this Coverage Part will not be prejudiced if the Named Insured fails to give the Insurer notice of an occurrence, offense or claim and that failure is solely due to the Named Insured's reasonable belief that the bodily injury or property damage is not covered under this Coverage Part. However, the Named Insured shall give written notice of such occurrence, offense or claim to the Insurer as soon as the Named Insured is aware that this insurance may apply to such occurrence, offense or claim. 5. BROAD NAMED INSURED WHO IS AN INSURED is amended to delete its Paragraph 3. in its entirety and replace it with the following: 3. Pursuant to the limitations described in Paragraph 4. below, any organization in which the First Named Insured has management control directly or indirectly: a. on the effective date of this Coverage Part; or b. by reason of a Named Insured creating or acquiring the organization during the policy period, qualifies as a Named Insured, provided that there is no other similar liability insurance, whether primary, contributory, excess, contingent or otherwise,which provides coverage to such organization, or which would have provided coverage but for the exhaustion of its limit, and without regard to whether its coverage is broader or narrower than that provided by this insurance. But this BROAD NAMED INSURED provision does not apply to any organization for which coverage is excluded by another endorsement attached to this Coverage Part. For the purpose of this provision, and of this endorsement's JOINT VENTURES / PARTNERSHIP / LIMITED LIABILITY COMPANIES provision, management control means owning interests representing more than 50% of the voting, appointment or designation power for the selection of a majority of: the Board of Directors of a corporation; the management committee members of a joint venture; the management board of a limited liability company; the general partners of a limited partnership; or the partnership managers of a general partnership. 4. With respect to organizations which qualify as Named Insureds by virtue of Paragraph 3. above, this insurance does not apply to: a. bodily injury or property damage that first occurred prior to the date of management control, or that first occurs after management control ceases; nor b. personal or advertising injury caused by an offense that first occurred prior to the date of management control or that first occurs after management control ceases. 5. The insurance provided by this Coverage Part applies to Named Insureds when trading under their own names or under such other trading names or doing-business-as names (dba) as any Named Insured should choose to employ. 6. ESTATES, LEGAL REPRESENTATIVES,AND SPOUSES The estates, heirs, legal representatives and spouses of any natural person Insured shall also be insured under this policy; provided, however, coverage is afforded to such estates, heirs, legal representatives, and spouses only for claims arising solely out of their capacity or status as such and, in the case of a spouse, where such claim seeks damages from marital community property, jointly held property or property transferred from such natural person Insured to such spouse. No coverage is provided for any act, error or omission of an estate, heir, legal representative, or spouse outside the scope of such person's capacity or status as such, provided however that the spouse of a natural person Named Insured and the spouses of members or partners of joint venture or partnership CNA75102XX(1-15) Policy No: 7018019790 Page 6 of 14 Endorsement No: 11 VALLEY FORGE INSURANCE COMPANY Insured Name: PFM I I, LLC Copyright CNA All Rights Reserved. Includes copyrighted material of Insurance Services Office,Inc.,with its permission. CNA CNA PARAMOUNT Financial Services - General Liability Extension Endorsement Named Insureds are Insureds with respect to such spouses' acts, errors or omissions in the conduct of the Named Insured's business. 7. EXPECTED OR INTENDED INJURY—EXCEPTION FOR REASONABLE FORCE Under COVERAGES, Coverage A — Bodily Injury And Property Damage Liability, the paragraph entitled Exclusions is amended to delete the exclusion entitled Expected or Intended Injury and replace it with the following: This insurance does not apply to: Expected or Intended Injury Bodily injury or property damage expected or intended from the standpoint of the Insured. This exclusion does not apply to bodily injury or property damage resulting from the use of reasonable force to protect persons or property. 8. IN REM ACTIONS A quasi in rem action against any vessel owned or operated by or for the Named Insured, or chartered by or for the Named Insured, will be treated in the same manner as though the action were in personam against the Named Insured. 9. INCIDENTAL HEALTH CARE MALPRACTICE COVERAGE Solely with respect to bodily injury that arises out of a health care incident: A. Under COVERAGES, Coverage A— Bodily Injury And Property Damage Liability, the Insuring Agreement is amended to replace Paragraphs 1.b.(1) and 1.b.(2)with the following: b. This insurance applies to bodily injury provided that the professional health care services are incidental to the Named Insured's primary business purpose, and only if: (1) such bodily injury is caused by an occurrence that takes place in the coverage territory. (2) the bodily injury first occurs during the policy period. All bodily injury arising from an occurrence will be deemed to have occurred at the time of the first act, error, or omission that is part of the occurrence; and B. Under COVERAGES, Coverage A — Bodily Injury And Property Damage Liability, the paragraph entitled Exclusions is amended to: 0 s i. add the following to the Employers Liability exclusion: 0 This exclusion applies only if the bodily injury arising from a health care incident is covered by other liability insurance available to the Insured (or which would have been available but for exhaustion of its limits). ii. delete the exclusion entitled Contractual Liability and replace it with the following: This insurance does not apply to: Contractual Liability the Insured's actual or alleged liability under any oral or written contract or agreement, including but not limited to express warranties or guarantees. iii. add the following additional exclusions. This insurance does not apply to: CNA75102XX(1-15) Policy No: 7018019790 Page 7 of 14 Endorsement No: 11 VALLEY FORGE INSURANCE COMPANY Insured Name: PFM I I, LLC Copyright CNA All Rights Reserved. Includes copyrighted material of Insurance Services Office,Inc.,with its permission. CNA CNA PARAMOUNT Financial Services - General Liability Extension Endorsement Discrimination any actual or alleged discrimination, humiliation or harassment, that includes but shall not be limited to claims based on an individual's race, creed, color, age, gender, national origin, religion, disability, marital status or sexual orientation. Dishonesty or Crime Any actual or alleged dishonest, criminal or malicious act, error or omission. Medicare/Medicaid Fraud any actual or alleged violation of law with respect to Medicare, Medicaid, Tricare or any similar federal, state or local governmental program. Services Excluded by Endorsement Any health care incident for which coverage is excluded by endorsement. C. DEFINITIONS is amended to: i. add the following definitions: Health care incident means an act, error or omission by the Named Insured's employees or volunteer workers in the rendering of: a. professional health care services on behalf of the Named Insured or b. Good Samaritan services rendered in an emergency and for which no payment is demanded or received. Professional health care services means any health care services or the related furnishing of food, beverages, medical supplies or appliances by the following providers in their capacity as such but solely to the extent they are duly licensed as required: a. Physician; b. Nurse; c. Nurse practitioner; d. Emergency medical technician; e. Paramedic; f. Dentist; g. Physical therapist; h. Psychologist; i. Speech therapist; j. Other allied health professional; or Professional health care services does not include any services rendered in connection with human clinical trials or product testing. ii. delete the definition of occurrence and replace it with the following: Occurrence means a health care incident. All acts, errors or omissions that are logically connected by any common fact, circumstance, situation, transaction, event, advice or decision will be considered to constitute a single occurrence; CNA75102XX(1-15) Policy No: 7018019790 Page 8 of 14 Endorsement No: 11 VALLEY FORGE INSURANCE COMPANY Insured Name: PFM I I, LLC Copyright CNA All Rights Reserved. Includes copyrighted material of Insurance Services Office,Inc.,with its permission. CNA CNA PARAMOUNT Financial Services - General Liability Extension Endorsement iii. amend the definition of Insured to: a. add the following: • a Named Insured's employees are Insureds with respect to: (1) bodily injury to a co-employee while in the course of the co-employee's employment by the Named Insured or while performing duties related to the conduct of the Named Insured's business; and (2) bodily injury to a volunteer worker while performing duties related to the conduct of the Named Insured's business; when such bodily injury arises out of a health care incident. • the Named Insured's volunteer workers are Insureds with respect to: (1) bodily injury to a co-volunteer worker while performing duties related to the conduct of the Named Insured's business; and (2) bodily injury to an employee while in the course of the employee's employment by the Named Insured or while performing duties related to the conduct of the Named Insured's business; when such bodily injury arises out of a health care incident. b. delete Subparagraphs (a), (b), (c) and (d)of Paragraph 2.a.(1)of WHO IS AN INSURED. c. add the following: Insured does not include any physician while acting in his or her capacity as such. D. The Other Insurance condition is amended to delete Paragraph b.(1) in its entirety and replace it with the following: Other Insurance b. Excess Insurance (1) To the extent this insurance applies, it is excess over any other insurance, self insurance or risk transfer instrument, whether primary, excess, contingent or on any other basis, except for insurance purchased specifically by the Named Insured to be excess of this coverage. 0 0 10. JOINT VENTURES/PARTNERSHIP/LIMITED LIABILITY COMPANIES 0 0 0 WHO IS AN INSURED is amended to delete its last paragraph and replace it with the following: No person or organization is an Insured with respect to the conduct of any current or past partnership,joint venture or limited liability company in which a Named Insured's interest does/did not rise to the level of management control, except that if the Named Insured was a joint venturer, partner, or member of such an entity, and such entity terminated prior to or during the policy period, then such Named Insured is an Insured with respect to its interest in such joint venture, partnership or limited liability company but only to the extent that: a. any offense giving rise to personal and advertising injury occurred prior to such termination date, and the personal and advertising injury arising out of such offense first occurred after such termination date; b. the bodily injury or property damage first occurred after such termination date; and c. there is no other valid and collectible insurance purchased specifically to insure the partnership, joint venture or limited liability company. CNA75102XX(1-15) Policy No: 7018019790 Page 9 of 14 Endorsement No: 11 VALLEY FORGE INSURANCE COMPANY Insured Name: PFM I I, LLC Copyright CNA All Rights Reserved. Includes copyrighted material of Insurance Services Office,Inc.,with its permission. CNA CNA PARAMOUNT Financial Services - General Liability Extension Endorsement 11. LEGAL LIABILITY—DAMAGE TO PREMISES A. Under COVERAGES, Coverage A — Bodily Injury and Property Damage Liability, the paragraph entitled Exclusions is amended to delete the first paragraph immediately following subparagraph (6) of the Damage to Property exclusion and replace it with the following: Paragraphs (1), (3) and (4) of this exclusion do not apply to property damage (other than damage by fire) to premises rented to the Named Insured or temporarily occupied by the Named Insured with the permission of the owner, nor to the contents of premises rented to the Named Insured for a period of 7 or fewer consecutive days. A separate limit of insurance applies to Damage To Premises Rented To You as described in LIMITS OF INSURANCE. B. Under COVERAGES, Coverage A — Bodily Injury and Property Damage Liability, the paragraph entitled Exclusions is amended to delete its last paragraph and replaced it with the following: Exclusions c. through n. do not apply to damage by fire to premises while rented to a Named Insured or temporarily occupied by a Named Insured with permission of the owner, nor to damage to the contents of premises rented to a Named Insured for a period of 7 or fewer consecutive days. A separate limit of insurance applies to this coverage as described in the LIMITS OF INSURANCE Section. C. LIMITS OF INSURANCE is amended to delete Paragraph 6. (the Damage To Premises Rented To You Limit) and replace it with the following: 6. Subject to Paragraph 5. above, (the Each Occurrence Limit), the Damage To Premises Rented To You Limit is the most the Insurer will pay under COVERAGE A for damages because of property damage to: a. any one premises while rented to a Named Insured or temporarily occupied by a Named Insured with the permission of the owner; and b. contents of such premises if the premises is rented to the Named Insured for a period of 7 or fewer consecutive days. The Damage To Premises Rented To You Limit is $1,000,000. unless a higher Damage to Premises Rented to You Limit is shown in the Declarations. D. The Other Insurance Condition is amended to delete Paragraph b.(1)(a)(ii), and replace it with the following: (ii) That is property insurance for premises rented to a Named Insured,for premises temporarily occupied by the Named Insured with the permission of the owner; or for personal property of others in the Named Insured's care, custody or control; E. This Provision 11. does not apply if liability for damage to premises rented to a Named Insured is excluded by another endorsement attached to this Coverage Part. 12. MEDICAL PAYMENTS A. LIMITS OF INSURANCE is amended to delete Paragraph 7. (the Medical Expense Limit) and replace it with the following: 7. Subject to Paragraph 5. above (the Each Occurrence Limit), the Medical Expense Limit is the most the Insurer will pay under Coverage C — Medical Payments for all medical expenses because of bodily injury sustained by any one person. The Medical Expense Limit is the greater of: (1) $15,000 unless a different amount is shown here: or (2) the amount shown in the Declarations for Medical Expense Limit. CNA75102XX(1-15) Policy No: 7018019790 Page 10 of 14 Endorsement No: 11 VALLEY FORGE INSURANCE COMPANY Insured Name: PFM I I, LLC Copyright CNA All Rights Reserved. Includes copyrighted material of Insurance Services Office,Inc.,with its permission. CNA CNA PARAMOUNT Financial Services - General Liability Extension Endorsement B. Under COVERAGES, the Insuring Agreement of Coverage C — Medical Payments is amended to replace Paragraph 1.a.(3)(b)with the following: (b) The expenses are incurred and reported to the Insurer within three years of the date of the accident; and 13. NON-OWNED AIRCRAFT Under COVERAGES, Coverage A — Bodily Injury and Property Damage Liability, the paragraph entitled Exclusions is amended as follows: The exclusion entitled Aircraft,Auto or Watercraft is amended to add the following: This exclusion does not apply to an aircraft not owned by any Named Insured, provided that: 1. the pilot in command holds a currently effective certificate issued by the duly constituted authority of the United States of America or Canada, designating that person as a commercial or airline transport pilot; 2. the aircraft is rented with a trained, paid crew to the Named Insured; and 3. the aircraft is not being used to carry persons or property for a charge. 14. NON-OWNED WATERCRAFT Under COVERAGES, Coverage A — Bodily Injury and Property Damage Liability, the paragraph entitled Exclusions is amended to delete subparagraph (2) of the exclusion entitled Aircraft, Auto or Watercraft, and replace it with the following. This exclusion does not apply to: (2) a watercraft that is not owned by any Named Insured, provided the watercraft is: (a) less than 75 feet long; and (b) not being used to carry persons or property for a charge. 15. PERSONAL AND ADVERTISING INJURY—DISCRIMINATION OR HUMILIATION A. Under DEFINITIONS, the definition of personal and advertising injury is amended to add the following tort: 0 • Discrimination or humiliation that results in injury to the feelings or reputation of a natural person. B. Under COVERAGES, Coverage B — Personal and Advertising Injury Liability, the paragraph entitled 0 Exclusions is amended to: 0 0 1. delete the Exclusion entitled Knowing Violation Of Rights Of Another and replace it with the following: 0 0 This insurance does not apply to: Knowing Violation of Rights of Another _ Personal and advertising injury caused by or at the direction of the Insured with the knowledge that the act would violate the rights of another and would inflict personal and advertising injury. This exclusion shall not apply to discrimination or humiliation that results in injury to the feelings or reputation of a natural person, but only if such discrimination or humiliation is not done intentionally by or at the direction of: (a) the Named Insured; or (b) any executive officer, director, stockholder, partner, member or manager (if the Named Insured is a limited liability company)of the Named Insured. CNA75102XX(1-15) Policy No: 7018019790 Page 11 of 14 Endorsement No: 11 VALLEY FORGE INSURANCE COMPANY Insured Name: PFM I I, LLC Copyright CNA All Rights Reserved. Includes copyrighted material of Insurance Services Office,Inc.,with its permission. CNA CNA PARAMOUNT Financial Services - General Liability Extension Endorsement 2. add the following exclusions: This insurance does not apply to: Employment Related Discrimination Discrimination or humiliation directly or indirectly related to the employment, prospective employment, past employment or termination of employment of any person by any Insured. Premises Related Discrimination discrimination or humiliation arising out of the sale, rental, lease or sub-lease or prospective sale, rental, lease or sub-lease of any room, dwelling or premises by or at the direction of any Insured. Notwithstanding the above, there is no coverage for fines or penalties levied or imposed by a governmental entity because of discrimination. The coverage provided by this PERSONAL AND ADVERTISING INJURY —DISCRIMINATION OR HUMILIATION Provision does not apply to any person or organization whose status as an Insured derives solely from • Provision 1.ADDITIONAL INSUREDS of this endorsement; or • attachment of an additional insured endorsement to this Coverage Part. 16. PERSONAL AND ADVERTISING INJURY-LIMITED CONTRACTUAL LIABILITY A. Under COVERAGES, Coverage B —Personal and Advertising Injury Liability, the paragraph entitled Exclusions is amended to delete the exclusion entitled Contractual Liability and replace it with the following: This insurance does not apply to: Contractual Liability Personal and advertising injury for which the Insured has assumed liability in a contract or agreement. This exclusion does not apply to liability for damages: (1) that the Insured would have in the absence of the contract or agreement; or (2) assumed in a contract or agreement that is an insured contract provided the offense that caused such personal or advertising injury first occurred subsequent to the execution of such insured contract. Solely for the purpose of liability assumed in an insured contract, reasonable attorney fees and necessary litigation expenses incurred by or for a party other than an Insured are deemed to be damages because of personal and advertising injury provided: (a) liability to such party for, or for the cost of, that party's defense has also been assumed in such insured contract; and (b) such attorney fees and litigation expenses are for defense of such party against a civil or alternative dispute resolution proceeding in which covered damages are alleged. B. Solely for the purpose of the coverage provided by this paragraph, DEFINITIONS is amended to delete the definition of insured contract in its entirety, and replace it with the following: Insured contract means that part of a written contract or written agreement pertaining to the Named Insured's business under which the Named Insured assumes the tort liability of another party to pay for personal or advertising injury arising out of the offense of false arrest, detention or imprisonment. Tort liability means a liability that would be imposed by law in the absence of any contract or agreement. CNA75102XX(1-15) Policy No: 7018019790 Page 12 of 14 Endorsement No: 11 VALLEY FORGE INSURANCE COMPANY Insured Name: PFM I I, LLC Copyright CNA All Rights Reserved. Includes copyrighted material of Insurance Services Office,Inc.,with its permission. CNA CNA PARAMOUNT Financial Services - General Liability Extension Endorsement C. Solely for the purpose of the coverage provided by this paragraph, the following changes are made to the Section entitled SUPPLEMENTARY PAYMENTS—COVERAGES A AND B: 1. Paragraph 2.d. is replaced by the following: d. The allegations in the suit and the information the Insurer knows about the offense alleged in such suit are such that no conflict appears to exist between the interests of the Insured and the interests of the indemnitee; 2. The first unnumbered paragraph beneath Paragraph 2.f.(2)(b) is deleted and replaced by the following: So long as the above conditions are met, attorneys fees incurred by the Insurer in the defense of that indemnitee, necessary litigation expenses incurred by the Insurer, and necessary litigation expenses incurred by the indemnitee at the Insurer's request will be paid as defense costs. Notwithstanding the provisions of Paragraph e.(2) of the Contractual Liability exclusion (as amended by this Endorsement), such payments will not be deemed to be damages for personal and advertising injury and will not reduce the limits of insurance. D. This PERSONAL AND ADVERTISING INJURY-LIMITED CONTRACTUAL LIABILITY Provision does not apply if Coverage B —Personal and Advertising Injury Liability is excluded by another endorsement attached to this Coverage Part. 17. PROPERTY DAMAGE—ELEVATORS A. Under COVERAGES, Coverage A — Bodily Injury and Property Damage Liability, the paragraph entitled Exclusions is amended such that the Damage to Your Product Exclusion and subparagraphs (3), (4) and (6) of the Damage to Property Exclusion do not apply to property damage that results from the use of elevators. B. Solely for the purpose of the coverage provided by this PROPERTY DAMAGE — ELEVATORS Provision, the Other Insurance conditions is amended to add the following paragraph: This insurance is excess over any of the other insurance, whether primary, excess, contingent or on any other basis that is Property insurance covering property of others damaged from the use of elevators. 18. SUPPLEMENTARY PAYMENTS 0 The section entitled SUPPLEMENTARY PAYMENTS—COVERAGES A AND B is amended as follows: A. Paragraph 1.b. is amended to delete the $250 limit shown for the cost of bail bonds and replace it with a $5,000. 0 limit; and 0 B. Paragraph 1.d. is amended to delete the limit of $250 shown for daily loss of earnings and replace it with a $1,000. limit. 19. UNINTENTIONAL FAILURE TO DISCLOSE HAZARDS If the Named Insured unintentionally fails to disclose all existing hazards at the inception date of the Named Insured's Coverage Part, the Insurer will not deny coverage under this Coverage Part because of such failure. 20. WAIVER OF SUBROGATION -BLANKET Under CONDITIONS, the condition entitled Transfer Of Rights Of Recovery Against Others To Us is amended to add the following: The Insurer waives any right of recovery the Insurer may have against any person or organization because of payments the Insurer makes for injury or damage arising out of: 1. the Named Insured's ongoing operations; or 2. your work included in the products-completed operations hazard. CNA75102XX(1-15) Policy No: 7018019790 Page 13 of 14 Endorsement No: 11 VALLEY FORGE INSURANCE COMPANY Insured Name: PFM I I, LLC Copyright CNA All Rights Reserved. Includes copyrighted material of Insurance Services Office,Inc.,with its permission. CNA CNA PARAMOUNT Financial Services - General Liability Extension Endorsement However, this waiver applies only when the Named Insured has agreed in writing to waive such rights of recovery in a written contract or written agreement, and only if such contract or agreement: 1. is in effect or becomes effective during the term of this Coverage Part; and 2. was executed prior to the bodily injury, property damage or personal and advertising injury giving rise to the claim. All other terms and conditions of the Policy remain unchanged. This endorsement,which forms a part of and is for attachment to the Policy issued by the designated Insurers, takes effect on the effective date of said Policy at the hour stated in said Policy, unless another effective date is shown below, and expires concurrently with said Policy. CNA75102XX(1-15) Policy No: 7018019790 Page 14 of 14 Endorsement No: 11 VALLEY FORGE INSURANCE COMPANY Insured Name: PFM I I, LLC Copyright CNA All Rights Reserved. Includes copyrighted material of Insurance Services Office,Inc.,with its permission. CNA CNA PARAMOUNT Changes - Notice of Cancellation or Material Restriction Endorsement This endorsement modifies insurance provided under the following: COMMERCIAL GENERAL LIABILITY COVERAGE PART EMPLOYEE BENEFITS LIABILITY COVERAGE PART LIQUOR LIABILITY COVERAGE PART OWNERS AND CONTRACTORS PROTECTIVE LIABILITY COVERAGE PART PRODUCTS/COMPLETED OPERATIONS LIABILITY COVERAGE PART RAILROAD PROTECTIVE LIABILITY COVERAGE PART STOP GAP LIABILITY COVERAGE PART TECHNOLOGY ERRORS AND OMISSIONS LIABILITY COVERAGE PART SPECIAL PROTECTIVE AND HIGHWAY LIABILITY POLICY—NEW YORK DEPARTMENT OF TRANSPORTATION SCHEDULE Number of days notice(other than for nonpayment of premium): 30 Number of days notice for nonpayment of premium: 10 Name of person or organization to whom notice will be sent: PER SCHEDULE ON FILE Address: PER SCHEDULE ON FILE PER SCHEDULE ON FILE XX 00000 If no entry appears above, the number of days notice for nonpayment of premium will be 10 days. It is understood and agreed that in the event of cancellation or any material restrictions in coverage during the policy period, the Insurer also agrees to mail prior written notice of cancellation or material restriction to the person or organization listed in the above Schedule. Such notice will be sent prior to such cancellation in the manner prescribed in the above Schedule. 0 0 0 0 N O O O All other terms and conditions of the Policy remain unchanged. This endorsement,which forms a part of and is for attachment to the Policy issued by the designated Insurers, takes effect on the effective date of said Policy at the hour stated in said Policy, unless another effective date is shown below, and expires concurrently with said Policy. CNA74702XX(1-15) Policy No: 7018019790 Page 1 of 1 Endorsement No: 40 VALLEY FORGE INSURANCE COMPANY Copyright CNA All Rights Reserved. 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2/ObnfeJotvsfe(t uifpohpjohpqfsbujpot<ps 3/zpvsxpslqspevdut.dpnqmfufepqfsbujpotib{bse jodmvefejouif/ DOB86213)9.26*QpmjdzOp;7018019790 Qbhf2pg25 Nat'l Fire Ins Co of Hartford FggfdujwfEbuf;12/07/2021 JotvsfeObnf;PFM II, LLC DpqzsjhiuDOBBmmSjhiutSftfswfe/JodmveftdpqzsjhiufenbufsjbmpgJotvsbodfTfswjdftPggjdf-Jod/-xjuijutqfsnjttjpo/ DOBQBSBNPVOU GjobodjbmTfswjdft.HfofsbmMjbcjmjuz FyufotjpoFoepstfnfou ObnfeJotvsfe Ipxfwfs-uijtxbjwfsbqqmjftpomzxifouifibtbhsffejoxsjujohupxbjwftvdisjhiutpgsfdpwfszjo bxsjuufodpousbdupsxsjuufobhsffnfou-boepomzjgtvdidpousbdupsbhsffnfou; 2/DpwfsbhfQbsu jtjofggfdupscfdpnftfggfdujwfevsjohuifufsnpguijt<boe 3/cpejmzjokvszqspqfsuzebnbhfqfstpobmboebewfsujtjohjokvsz xbtfyfdvufeqsjpsupuif-pshjwjohsjtfupuif dmbjn / BmmpuifsufsntboedpoejujpotpguifQpmjdzsfnbjovodibohfe/ Uijtfoepstfnfou-xijdigpsntbqbsupgboejtgpsbuubdinfouupuifQpmjdzjttvfeczuifeftjhobufeJotvsfst-ublftfggfdu pouiffggfdujwfebufpgtbjeQpmjdzbuuifipvstubufejotbjeQpmjdz-vomfttbopuifsfggfdujwfebufjttipxocfmpx-boe fyqjsftdpodvssfoumzxjuitbjeQpmjdz/ DOB86213)9.26*QpmjdzOp;7018019790 Qbhf2pg25 Nat'l Fire Ins Co of Hartford FggfdujwfEbuf;12/07/2021 JotvsfeObnf;PFM II, LLC DpqzsjhiuDOBBmmSjhiutSftfswfe/JodmveftdpqzsjhiufenbufsjbmpgJotvsbodfTfswjdftPggjdf-Jod/-xjuijutqfsnjttjpo/ Client#: 203700 PUBLIFINAN ACORM CERTIFICATE OF LIABILITY INSURANCE DATE(MM/DD/YYYY) 11/22/2017 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES 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: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or 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 any rights to the certificate holder in lieu of such endorsement(s). PRODUCER Conner Strong 8r Buckelew CONTACT NAME: PHONE g77-g61-3220 AX 8 EXt : Alc, NG : 56-830-1535 (AICE-MAIL Two Liberty Place 50 S. 16th Street, Suite 3600 Philadelphia, PA 19102 ADDRESS: INSURER(S) AFFORDING COVERAGE NAIC# INSURER A : Great Northern Insurance Company 20303 INSURED Public Financial Management, Inc. 1736 Market Street INSURER B : Federal Insurance Company 20281 INSURER C : Vi9llant Insurance Company 20397 43rd Floor INSURER D : Philadelphia, PA 19103-2770 INSURERE: INSURER F : COVERAGES CERTIFICATE NUMBER: 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 LTR TYPE OF INSURANCE ADDL INSR SUB WVD POLICY NUMBER POLICY EFF MM/DD/YYYY POLICY EXP MWDD/YYYY LIMITS A X COMMERCIAL GENERAL LIABILITY CLAIMS -MADE � OCCUR 36363950 Combined Total gregate $10M 1/30/2017 11/30/2018 EEACMMHq�OEEC7CURRENCE $1,000,000 OREAGETOEeoccurrence)$1,000,000 MED EXP (Any one person) $10 000 PERSONAL & ADV INJURY $1,000,000 GEN'LAGGREGATE LIMIT APPLIES PER: PRO - POLICY I X1 ECT CI LOC OTHER: I GENERAL AGGREGATE s2,000,000 PRODUCTS -COMP/OPAGG sincluded in $General Aggre B AUTOMOBILE LIABILITY ANY AUTO OWNED SCHEDULED AUTOS ONLY AUTOS HIRED NON -OWNED AUTOS ONLY X AUTOS ONLY 73248555 _ 11/30/2017 ____ 1.1/30/201 _ — COMBINED SINGLE LIMIT Eaaccident _ _ $1,000��0 X BODILY INJURY (Per person) $ BODILY INJURY (Per accident) $ PROPERTY DAMAGE Per accident $ $ B X UMBRELLA LIAR EXCESS LIAB X OCCUR CLAIMS -MADE 79774080 11/30/2017 11130/2018 EACH OCCURRENCE $10 000 000 AGGREGATE $10 000 000 DELI I I RETENTION $ $ C WORKERS COMPENSATION AND EMPLOYERS' LIABILITY FFEWEEREXLUE?ECUTIVE (Mandatory in NH) If yes, describe under DESCRIPTION OF OPERATIONS below 71739979 1/01/2018 01/01/201 X PER OTH- TuTE ER E.L.EACHACCIDENT $1 000000OICMMBCDDDWN/A E.L. DISEASE - EA EMPLOYEE $1,000,000 E.L. DISEASE - POLICY LIMIT $1,000,000 DESCRIPTION OF OPERATIONS I LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) BY RE: Financial Advisory Services WAIVER YES, © v Monroe County Board of Commissioners are included as additional insured under the captioned Commercial General Liability and Automobile Liability Policies if required by written contract. Monroe County Board of County Commissioners 1100 Simonton Street Key West, FL 33040-1026 CG p 1 SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. AUTHORIZED REPRESENTATIVE AW. rim ACORD 25 (2016103) 1 of 1 #S1799126/M1798446 ©1988-2015 ACORD CORPORATION. All rights reserved. The ACORD name and logo are registered marks of ACORD J5C Client#:203700 PUBLIFINAN A CORDTM CERTIFICATE OF LIABILITY INSURANCE DATE(MM/DD/YYYY)11/26/2018 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER.THIS CERTIFICATE DOES 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:If the certificate holder is an ADDITIONAL INSURED,the policy(ies)must have ADDITIONAL INSURED provisions or 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 any rights to the certificate holder in lieu of such endorsement(s). PRODUCER CONTACT NAME: Conner Strong&Buckelew PHONE 877-861-3220 FAX 856-830-1535 Two Liberty Place (E-MAIL o,Ext): (A/C,No): ADDRESS: 50 S.16th Street,Suite 3600 INSURER(S)AFFORDING COVERAGE NAIC# Philadelphia,PA 19102 INSURERA:Great Northern Insurance Company 20303 INSURED INSURERB:Federal Insurance Company 20281 Public Financial Management,Inc. Vigilant Insurance Company INSURER C: 9 P Y 20397 1735 Market Street INSURER D: 43rd Floor Philadelphia,PA 19103-2770 INSURER E: INSURER F: COVERAGES CERTIFICATE NUMBER: 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. LTR TYPE OF INSURANCE INSR WVD POLICY NUMBER POLICY EFF POLICY EXP LIMITS (MM/DDIYYYY) (MM/DD/YYYY) A COMMERCIAL GENERAL LIABILITY 35363950 11/30/2018 11/30/2019 EACH OCCURRENCE $1,000,000 PREMIS CLAIMS-MADE X OCCUR E50(Eaoocu ence) $1,000,000 MED EXP(Any one person) $10,000 PERSONAL&ADV INJURY $1,000,000 GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $2,000,000 POLICY X JECT X LOC COMBINED TOTAL PRODUCTS-COMP/OPAGG sINCL.IN OTHER: AGGREGATE$10M $GENERAL AGGRE B AUTOMOBILE LIABILITY 73248555 11/30/2018 11/30/2019 COMBcid eI nNED t)SI $ e000rNGLE LIMIT 1 000 (Ea ac _ANY AUTO BODILY INJURY(Per person) $- OWNED I SCHEDULED AUTOS ONLY AUTOS BODILY INJURY(Per accident) $ X AUTOS 0NLY X NON-OWN ONL Y ED PROPERTY DAMAGE $ _ AUTOS (Per accident) $ B x UMBRELLA LIAB X OCCUR 79774080 11/30/2018 11/30/2019 EACH OCCURRENCE $10,000,000 EXCESS LIAB CLAIMS-MADE AGGREGATE $10,000,000 DED RETENTION$ $ C WORKERS COMPENSATION 71739979 01/01/2019 01/01/2020 X STATUTE OTH- ER AND EMPLOYERS'LIABILITY ANY PROPRIETOR/PARTNER/EXECUTIVE Y/N E.L.EACH ACCIDENT $1,000,000 OFFICER/MEMBER EXCLUDED? N N/A APPR D Y_.___ (Mandatory in NH) BY I MEM' E.L.DISEASE-EA EMPLOYEE $1,000,000 If yes,describe under ATE (� DESCRIPTION OF OPERATIONS below D _ - - A A _ -- �tII ����J�i E.L.DISEASE---POLICY LIMIT $1,000,000 • .d Ali(;(��/_CJ SE`"1SE DESCRIPTION OF OPERATIONS/LOCATIONS/VEHICLES(ACORD 101,Additional Remarks Schedule,may be attached if more space is required) RE: Financial Advisory Services Monroe County Board of Commissioners are included as additional insured under the captioned Commercial General Liability and Automobile Liability Policies if required by written contract. CERTIFICATE HOLDER CANCELLATION Monroe CountySHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN Board of County Commissioners ACCORDANCE WITH THE POLICY PROVISIONS. 1100 Simonton Street Key West, FL 33 040-1 0 2 6 AUTHORIZED REPRESENTATIVE ©1988-2015 ACORD CORPORATION.All rights reserved. ACORD 25(2016/03) 1 of 1 The ACORD name and logo are registered marks of ACORD #S204377 /M2043027 J5C GC.: POLICY NUMBER: ( 1 8) 7324-85-55 COMMERCIAL AUTO 16-02-0316 Ed. 10 14 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. PRIMARY AND NON-CONTRIBUTORY LIABILITY INSURANCE This endorsement modifies insurance provided under the following: BUSINESS AUTO COVERAGE FORM With respect to coverage provided by this endorsement, the provisions of the Coverage Form apply unless modified by the endorsement. This endorsement changes the policy effective on the inception date of the policy unless another date is indicated below. • Named Insured: PFM I, LLC Endorsement Effective Date: 1 1 /3 0/2 01 8 SCHEDULE Name(s) Of Person(s) Or Organization(s): SEE MANUSCRIPT FORM 16-02.0252"SCHEDULE OF PRIMARY, NON CONTRIBUTORY ADDITIONAL INSURED" Information required to complete this Schedule, if not shown above,will be shown in the Declarations. The following is added to Item 5.—"Other Insurance"of Item B.—"General Conditions"under • Section IV—"Business Auto Conditions": e. Regardless of the provisions of Paragraph 5.a. through d. above, for any liability arising out of the ownership, maintenance, use,rental, lease, loan, hire or borrowing by an "insured" of a covered "auto" for which an "insured" is contractually obligated to provide primary insurance coverage to a client, this Coverage Form will be primary and non-contributory with respect to the Persons or Organizations in the schedule, regardless of the availability or existence of other collectible insurance under any other Coverage Form or policy that applies on a primary basis. • • 16-02-0316,Ed. 10 14 Page 1 of 1 Policy Number ( 18) 7324-85-55 ENDORSEMENT Named Insured PFM I, LLC Effective Date'. 1 1 /3 0/1 8 12:01 A.M., Standard Time Agent Name CONNER STRONG & BUCKELEW COMPANIES, Agent No. 51889-000 INC . SCHEDULE OF PRIMARY, NON CONTRIBUTORY ADDITIONAL INSURED Person or Organizations described in Who is an Insured section of this contract and that you are obligated pursuant to a written contract or agreement, to provide with primary insurance as is afforded by this policy, but only to the minimum extent required by such contract or agreement. • 16-02-0252(Ed. 1-01) COMMERCIAL AUTOMOBILE THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. COMMERCIAL AUTOMOBILE BROAD FORM ENDORSEMENT This endorsement modifies insurance provided under the following: BUSINESS AUTO COVERAGE FORM borrow in your business or your personal This endorsement modifies the Business Auto Coverage Form. affairs. 1. EXTENDED CANCELLATION CONDITION C. Lessors as Insureds Paragraph A.2.b.—CANCELLATION-of the Paragraph A.1.—WHO IS AN INSURED—of COMMON POLICY CONDITIONS form iL 00 17 is SECTION II—LIABILITY COVERAGE is deleted and replaced with the following: amended to add the following: b. 60 days before the effective date of cancellation if e. The lessor of a covered"auto"while the we cancel for any other reason. "auto"is leased to you under a written 2. BROAD FORM INSURED agreement if: A. Subsidiaries and Newly Acquired or Formed (1) The agreement requires you to Organizations As insureds provide direct primary insurance for The Named Insured shown in the Declarations is the lessor;and amended to include: (2) The"auto"is leased without a driver. 1. Any legally incorporated subsidiary in which Such leased"auto"will be considered a you own more than 50%of the voting stock on covered"auto"you own and not a covered the effective date of the Coverage Form. "auto"you hire. However,the Named Insured does not include However,the lessor is an"insured"only any subsidiary that is an"insured"under any for"bodily injury"or"property damage" other automobile policy or would be an resulting from the acts or omissions by: "insured"under such a policy but for its 1. You; termination or the exhaustion of its Limit of 2. Any of your"employees"or agents; Insurance. or 2. Any organization that is acquired or formed by 3. Any person, except the lessor or you and over which you maintain majority any"employee"or agent of the ownership. However,the Named Insured lessor, operating an"auto"with the does not include any newly formed or acquired permission of any of 1.and/or 2. organization; above. (a)That is an"insured" under any other D. Persons And Organizations As Insureds automobile policy; Under A Written Insured Contract (b)That has exhausted its Limit of Insurance Paragraph A.1 —WHO 1S AN INSURED—of under any other policy; or SECTION II—LIABILITY COVERAGE is (c) 180 days or more after its acquisition or amended to add the following: formation by you, unless you have given f. Any person or organization with respect to us written notice of the acquisition or the operation,maintenance or use of a formation. covered "auto", provided that you and "bodily does not apply to injury"or such person or organization have agreed "property damage"that results from an"accident" under an express provision in a written that occurred before you formed or acquired the "insured contract", written agreement or a organization. written permit issued to you by a B. Employees as Insureds governmental or public authority to add Paragraph A.1.—WHO IS AN INSURED—of such person or organization to this policy SECTION li—LIABILITY COVERAGE is amended to as an"insured". add the following: However,such person or organization is d. Any"employee"of yours while using a an"insured"only: covered"auto"you don't own, hire or Form: 16-02-0292 (Rev. 11-16) Page 1 of 3 "includes copyrighted material of Insurance Services Office, Inc.with its permission" (1) with respect to the operation, d. Rental Expense maintenance or use of a covered We will pay the following expenses that you or "auto"; and any of your"employees"are legally obligated (2) for"bodily injury"or"property damage" to pay because of a written contract or caused by an "accident"which takes agreement entered into for use of a rental place after: vehicle in the conduct of your business: (a) You executed the"insured MAXIMUM WE WILL PAY FOR ANY ONE contract"or written agreement; or CONTRACT OR AGREEMENT: (b) The permit has been issued to 1. $2,500 for loss of income incurred by the you. rental agency during the period of time that 3. FELLOW EMPLOYEE COVERAGE vehicle is out of use because of actual EXCLUSION 8.5.-FELLOW EMPLOYEE—of damage to, or"loss"of,e that vehicle, including SECTION II—LIABILITY COVERAGE does not apply. income losto, due to absence of thhict vehicle for 4. PHYSICAL DAMAGE—ADDITIONAL TEMPORARY use replacement; TRANSPORTATION EXPENSE COVERAGE Paragraph A.4.a.—TRANSPORTATION EXPENSES 2. $2,500 for decrease in trade-in value of the —of SECTION III—PHYSICAL DAMAGE rental vehicle because of actual damage to COVERAGE is amended to provide a limit of$50 per that vehicle arising out of a covered"loss"; and day for temporary transportation expense,subject to a 3. $2,500 for administrative expenses incurred maximum limit of$1,000. by the rental agency,as stated in the contract 5. AUTO LOAN/LEASE GAP COVERAGE or agreement. Paragraph A.4.—COVERAGE EXTENSIONS-of 4. $7,500 maximum total amount for paragraphs SECTION III—PHYSICAL DAMAGE COVERAGE is 1., 2. and 3.combined. amended to add the following: 7. EXTRA EXPENSE—BROADENED COVERAGE c. Unpaid Loan or Lease Amounts Paragraph A.4.—COVERAGE EXTENSIONS—of In the event of a total"loss"to a covered"auto",we will SECTION III—PHYSICAL DAMAGE COVERAGE pay any unpaid amount due on the loan or lease for a is amended to add the following: covered"auto"minus: e. Recovery Expense 1. The amount paid under the Physical Damage We will pay for the expense of returning a Coverage Section of the policy; and stolen covered"auto"to you. 2. Any: 8. AIRBAG COVERAGE a. Overdue loan/lease payments at the time of Paragraph B.3.a.- EXCLUSIONS—of SECTION the"loss"; III—PHYSICAL DAMAGE COVERAGE does not b. Financial penalties imposed under a lease for apply to the'accidental or unintended discharge of excessive use, abnormal wear and tear or an airbag. Coverage is excess over any other high mileage; collectible insurance or warranty specifically c. Security deposits not returned by the lessor: designed to provide this coverage. d. Costs for extended warranties, Credit Life 9. AUDIO,VISUAL AND DATA ELECTRONIC Insurance, Health,Accident or Disability EQUIPMENT-BROADENED COVERAGE Insurance purchased with the loan or lease; Paragraph C.1.b.—LIMIT OF INSURANCE-of and SECTION III- PHYSICAL DAMAGE is deleted e. Carry-over balances from previous loans or and replaced with the following: leases. b. $2,000 is the most we will pay for"loss"in any We will pay for any unpaid amount due on the loan or one"accident"to all electronic equipment that lease if caused by: reproduces, receives or transmits audio,visual 1. Other than Collision Coverage only if the or data signals which, at the time of"loss", is: Declarations indicate that Comprehensive (1) Permanently installed In or upon the Coverage is provided for any covered"auto"; covered"auto" in a housing, opening or 2. Specified Causes of Loss Coverage only if the other location that is not normally used by Declarations indicate that Specified Causes of the"auto"manufacturer for the installation Loss Coverage is provided for any covered"auto": of such equipment; °r (2) Removable from a permanently installed 3. Collision Coverage only if the Declarations indicate housing unit as described in Paragraph that Collision Coverage is provided for any 2,a, above or is an integral part of that covered"auto. 6. RENTAL AGENCY EXPENSE equipment; or Paragraph A.4.—COVERAGE EXTENSIONS—of (3) An integral part of such equipment. SECTION III—PHYSICAL DAMAGE COVERAGE 10. GLASS REPAIR—WAIVER OF DEDUCTIBLE is amended to add the following: Form: 16-02-0292 (Rev. 11-16) Page 2 of 3 "Includes copyrighted material of Insurance Services Office, Inc.with its permission" Under Paragraph D.- DEDUCTIBLE—of their rights of recovery against such person or SECTION III—PHYSICAL DAMAGE COVERAGE organization under a contract or agreement the following is added: that is entered into before such"loss". No deductible applies to glass damage if the glass To the extent that the"insured's"rights to is repaired rather than replaced. recover damages for all or part of any 11.TWO OR MORE DEDUCTIBLES payment made under this insurance has not Paragraph D.-DEDUCTIBLE—of SECTION ill— been waived,those rights are transferred to PHYSICAL DAMAGE COVERAGE is amended to us.That person or organization must do add the following: everything necessary to secure our rights and If this Coverage Form and any other Coverage must do nothing after"accident"or"loss"to Form or policy issued to you by us that is not an impair them,At our request, the insured will automobile policy or Coverage Form applies to the bring suit or transfer those rights to us and same"accident", the following applies: help us enforce them. 1. If the deductible under this Business Auto Coverage Form is the smaller(or smallest) 14. UNINTENTIONAL FAILURE TO DISCLOSE deductible, it will be waived;or HAZARDS 2. If the deductible under this Business Auto Paragraph B.2.—CONCEALMENT, Coverage Form is not the smaller(or smallest) MISREPRESENTATION or FRAUD of SECTION deductible, it will be reduced by the amount of IV—BUSINESS AUTO CONDITIONS-is deleted the smaller(or smallest)deductible. and replaced with the following: If you unintentionally fail to disclose any hazards 12. AMENDED DUTIES IN THE EVENT OF existing at the inception date of your policy,we will ACCIDENT,CLAIM, SUIT OR LOSS not void coverage under this Coverage Form Paragraph A.2.a.- DUTIES IN THE EVENT OF because of such failure. AN ACCIDENT, CLAIM,SUiT OR LOSS of . SECTION iV-BUSINESS AUTO CONDITIONS is 15. AUTOS RENTED BY EMPLOYEES deleted and replaced with the following: Paragraph B.5.-OTHER INSURANCE of a. In the event of"accident",claim,"suit"or SECTION IV—BUSINESS AUTO CONDITIONS- "loss",you must promptly notify us when the is amended to add the following: "accident"is known to: e. Any"auto" hired or rented by your"employee" ,-_ (1) You or your authorized representative,if on your behalf and at your direction will be you are an individual; considered an "auto"you hire. If an (2) A partner, or any authorized "employee's" personal insurance also applies representative, if you are a partnership; on an excess basis to a covered"auto"hired (3) A member, if you are a limited liability or rented by your"employee"on your behalf company; or and at your direction, this Insurance will be (4) An executive officer,insurance manager, primary to the"employee's"personal or authorized representative, if you are an insurance. organization other than a partnership or 16. HIRED AUTO—COVERAGE TERRITORY limited liability company. Paragraph B.7.b.(5).-POLICY PERIOD, Knowledge of an "accident",claim, "suit"or COVERAGE TERRITORY of SECTION IV— "loss"by other persons does not imply that the BUSINESS AUTO CONDITIONS is deleted and persons listed above have such knowledge. replaced with the following: Notice to us should include: (5)A covered "auto"of the private passenger (1) How,when and where the"accident"or type is leased, hired,rented or borrowed "loss"occurred; without a driver for a period of 45 days or (2) The"insured's"name and address; and less;and (3) To the extent possible, the names and 17. RESULTANT MENTAL ANGUISH COVERAGE addresses of any injured persons or Paragraph C. of-SECTION V—DEFINITIONS is witnesses. deleted and replaced by the following: 13. WAIVER OF SUBROGATION "Bodily injury"means bodily injury, sickness or Paragraph A.5.-TRANSFER OF RIGHTS OF RECOVERY AGAINST OTHERS TO US of disease sustained by any person, including SECTION IV—BUSINESS AUTO CONDITIONS is mental anguish or death as a result of the"bodily deleted and replaced with the following: injury"sustained by that person. 5. We will waive the right of recovery we would otherwise have against another person or organization for"loss"to which this insurance applies, provided the"insured"has waived Form: 16-02-0292 (Rev. 11-16) Page 3 of 3 "Includes copyrighted material of Insurance Services Office, Inc.with its permission" l� B B° Liability insurance Endorsement Policy Period 11 /30/18 — 1 1 /3 0/1 9 Effective Date 1 1 /3 0/1 8 - Policy Number 3536-39-50 PHL insured PFM I, LLC Name of CompanyGREAT NORTHERN INSURANCE COMPANY Date Issued 11 /30/18 = „ax -x ace, . This Endorsement applies to the following forms: GENERAL LIABILITY Under Who Is An Insured,the following provision is added. Who Is An Insured Additional Insured- Persons or organizations shown in the Schedule arc insureds;but they are insureds only if you are Scheduled-Person - obligated pursuant to a contract or agreement to provide them with such insurance as is afforded by Or Organization this policy. However,the person or organization is an insured only: • if and then only to the extent the person or organization is described in the Schedule; • to the extent such contract or agreement requires the person or organization to be afforded status as an Insured; • for activities that did not occur,in whole or in part,before the execution of the contract or agreement;and • with respect to damages,loss,cost or expense for injury or damage to which this insurance applies. No person or organization is an insured under this provision: • that is more specifically identified under any other provision of the Who Is An Insured section(regardless of any limitation applicable thereto). • with respect to any assumption of liability(of another person or organization)by them in a contract or agreement.This limitation does not apply to the liability for damages,loss,cost or expense for injury or damage,to which this insurance applies,that the person or organization would have in the absence of such contract or agreement. m=wxzarxax===.4% css a .M w wad 4`I01? Liability Insurance Additional Insured•Scheduled Person Or Organization continued Form 80-02-2367(Rev.5.07) Endorsement Page 1 E H U B Be Liability Endorsement ;, . (continued) Under Conditions,the following provision is added to the condition titled Other Insurance. Conditions Other Insurance— If you are obligated,pursuant to a contract or agreement,to provide the person or organization Primary, Noncontributory shown in the Schedule with primary insurance such as is afforded by this policy,then in such case Insurance—Scheduled this insurance is primary and we will not seek contribution from insurance available to such person Person Or Organization or organization. Schedule Persons or organizations that you arc obligated,pursuant to a contract or agreement,to provide with such insurance as is afforded by this policy. All other terms and conditions remain unchanged. Authorized Representative • • Liability Insurance Additional insured-Scheduled Person Or Organization last page Form 80-02.2367(Rev.5.07) Endorsement Page 2 • H LI B Be Liability Insurance 11'114.� al 'f" Endorsement Policy Period 1 1 /3 0/1 8 — 1 1 /3 0/1 9 Effective Date 1 1 /3 0/1 8 Policy Number 3536-39-50 PHL Insured PFM I, LLC Name of Company GREAT NORTHERN INSURANCE COMPANY • Date Issued 1 1 /3 0/1 8 This Endorsement applies to the following forms: GENERAL LIABILITY • Under Conditions,Transfer Or Waiver Of Rights Of Recovery Against Others,the following provision is added: Qt{9 ,tl Conditions Transfer Or Waiver Of However,we waive any right of recovery we may have against the designated person or organization Rights Of Recovery shown below because of payments we make for injury or damage arising out of your ongoing Against Others operations or done under a contract with that person or organization and included in the products-completed operations hazard.This waiver applies to the designated person or organization. Designated Person Or Organization ' ANY PERSON OR ORGANIZATION WHERE YOU ARE REQUIRED PURSUANT TO A WRITTEN CONTRACT OR AGREEMENT TO WAIVE RIGHTS OF SUBROGATION AGAINST SUCH PERSON OR ORGANIZATION. • All other terms and conditions remain unchanged. Authorized Representative Liability Insurance Condition-Waiver Of Transfer Of Rights 01 Recovery last page Form 80-02-2362(Rev.4-01) Endorsement Page 1 WORKERS'COMPENSATION AND EMPLOYERS'LIABILITY INSURANCE POLICY WC 124 • • (4-84) WC 00 03 13 WAIVER OF OUR RIGHT TO RECOVER FROM OTHERS ENDORSEMENT This endorsement changes the policy to which it is attached effective on the inception date of the policy unless a different date is indicated below. (The following"attaching clause"need be completed only when this endorsement is Issued subsequent to preparation of the policy.) This endorsement,effective on 01 /01 /1 9 12:01 A.M.standard time,forms a part of IOATE) Policy No. ( 20) 71 73-99-79 of the Vigilant Insurance Co. (NAME OF INSURANCE COMPANY) issued to PFM I, LLC Endorsement No. • Authorized Representative We have the right to recover our payments from anyone liable for an injury covered by this policy. We will not enforce our right against the person or organization named in the Schedule. This agreement applies only to the extent that you perform work under a written contract that requires you to obtain this agreement from us," This agreement shall not operate directly or indirectly to benefit any one not named in the Schedule. • Schedule ANY PERSON OR ORGANIZATION WHERE YOU ARE REQUIRED PURSUANT TO A WRITTEN --- CONTRACTOR-AGREEMENTTO-WAIVER RIGHTS OF SUBROGATION AGAINST SUCH PERSON OR ORGANIZATION EXCEPT IN NH, NJ, ND, OH AND WY WHERE WAIVER OF SUBROGATION IS DISALLOWED • wo 124(4-84) WC 00 03 13 Copyright 1983 National Councl on Compensation Insurance. Page 1 of 1 WORKERS'COMPENSATION AND EMPLOYERS' LIABILITY INSURANCE POLICY WC 99 03 04(Ed.7.08) WAIVER OF OUR RIGHT TO RECOVER FROM OTHERS ENDORSEMENT- CALIFORNIA This endorsement changes the policy to which it is attached effective on the inception date of the policy unless a different date is indicated below. (The following"attaching clause"need be completed only when this endorsement is issued subsequent to preparation of the policy.) This endorsement,effective on 01 /01 /1 9 at 12:01 A.M.standard time,forms a part of (DATE) Policy No. (20)71 73-99-79 of the Vigilant Insurance Co. (NAME OF INSURANCE COMPANY) issued to PFM I, LLC Endorsement No. Authorized Representative We have the right to recover our payments from anyone liable for an injury covered by this policy. We will not enforce our right against the person or organization named in the Schedule.The additional premium for the blanket waiver offered by this endorsement shall be 1.00%of total California premium. Schedule Person or Organization Job Description ANY PERSON OR ORGANIZATION WHERE YOU ALL CALIFORNIA OPERATIONS ARE REQUIRED PURSUANT TO A WRITTEN CONTRACT OR AGREEMENT TO WAIVER RIGHTS OF SUBROGATION AGAINST SUCH PERSON OR ORGANIZATION • WC 99 03 04(Ed.7-08) • C A 8 DATE(MM/DD/YYYY) A j 0120 CERTIFICATE OF LIABILITY INSURANCE 11/25/2019 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES 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: If the certificate holder is an ADDITIONAL INSURED,the policy(ies)must have ADDITIONAL INSURED provisions or 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 CONTACT Crystal IBC LLC PHONE Brian Rorynski 32 Old Slip (A/C.No.Extt:212-504-1882 (NC,No):212-504-1899 New York NY 10005 ADDRESS: brian.rozynski@alliant.com INSURER(S)AFFORDING COVERAGE NAIC# INSURER A:Endurance American Ins.Co. 10641 INSURED INSURER B:Various . Public Financial Management Inc. 1735 Market Street INSURER C: 43rd Floor INSURERD: Philadelphia PA 19103 INSURERE: INSURER F: COVERAGES CERTIFICATE NUMBER:887729089 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 TYPE OF INSURANCE ADDL SUBR POLICY EFF POLICY EXP LIMITS LTR INSD WVD POLICY NUMBER (MM/DD/YYYY) (MM/DD/YYYY) COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE $ CLAIMS-MADE OCCUR DAMAGE TO RENTED PREMISES(Ea occurrence) $ MED EXP(Any one person) $ PERSONAL&ADV INJURY $ GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $ POLICY PRO- JECT LOC PRODUCTS-COMP/OP AGG $ OTHER: $ AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT $ (Ea accident) ANY AUTO BODILY INJURY(Per person) $ - OWNED SCHEDULED BODILY INJURY(Per accident) $ AUTOS ONLY AUTOS HIRED NON-OWNED PROPERTY DAMAGE AUTOS ONLY AUTOS ONLY ♦ r..- (Per accident) $ B PRO I A ly"AGEMENT $ -* C/!'J� UMBRELLA LIAB OCCUR vA � ! EACH OCCURRENCE $ — WAIVER N/A Xs EXCESS LIAB CLAIMS-MADE AGGREGATE $ DED RETENTION$ $ WORKERS COMPENSATION PER OTH- AND EMPLOYERS'LIABILITY Y/N STATUTE ER ANYPROPRIETOR/PARTNEWEXECUTIVE E.L.EACH ACCIDENT $ OFFICER/MEMBER EXCLUDED? N/A (Mandatory in NH) E.L.DISEASE-FA EMPLOYEE $ If yes,describe under DESCRIPTION OF OPERATIONS below E.L.DISEASE-POLICY LIMIT $ A Professional Liability MAN30000866501 11/30/2019 11/30/2020 Limit of Liability: $40,000,000 B Various 11/30/2019 11/30/2020 Aggregate Limit DESCRIPTION OF OPERATIONS/LOCATIONS/VEHICLES(ACORD 101,Additional Remarks Schedule,may be attached if more space is required) Evidence of coverage only. THE PROFESSIONAL LIABILITY POLICY IS NON-CANCELABLE BY THE INSURER EXCEPT FOR NON-PAYMENT OF PREMIUM. CERTIFICATE HOLDER • CANCELLATION w SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE o THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN O Monroe County ACCORDANCE WITH THE POLICY PROVISIONS. LIDm Board of County Commissioners co 1100 Simonton Street AUTHORIZED REPRESENTATIVE co Key West FL 33040-1026 LO .1. a I 0 ©1988-2015 ACORD CORPORATION. All rights reserved. o ACORD 25(2016/03) The ACORD name and logo are registered marks of ACORD 0 0 0 N 0 O 0 0 0 CO CO n 0 0 0 • Client#: 203700 PUBLIFINAN ACORDTM CERTIFICATE OF LIABILITY INSURANCE DATE(MM/DD/YYYY) 11/21/2016 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES 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: If 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 CONTACT NAME: Conner Strong & Buckelew PHONE 877 -861 -3220 FAX 856- 552 -6885 Two Liberty Place ( E- n `o, Ext): (A/C, No): 50 S. 16th Street, Suite 3600 ADDRESS: Philadelphia, PA 19102 INSURER(S) AFFORDING COVERAGE NAIL # INSURERA : Great Northern Insurance Compan 20303 INSURED INSURER B: Federal Insurance Company 20281 Public Financial Management, Inc. 1735 Market Street INSURER C : 43rd Floor INSURER D Philadelphia, PA 19103 -2770 INSURER E INSURER F : COVERAGES CERTIFICATE NUMBER: 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. LTR POLICY EFF POLICY EXP TYPE OF INSURANCE N W SR VD POLICY NUMBER (MM /DO/YYYY) (MM/DD/YYYY) LIMITS A X COMMERCIAL GENERAL LIABILITY 35363950 11/30/2016 11/30/2017 EACH OCCURRENCE $1,000,000 PREMISES ( CLAIMS -MADE X OCCUR Ea occu ence) $1,000,000 MED EXP (Any one person) $10 000 PERSONAL 8 ADV INJURY $1,000,000 GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $2,000,000 PRO - POLICY H JECT X LOC PRODUCTS - COMP /OPAGG $ Included in OTHER: $ General Agg. B AUTOMOBILE LIABILITY 73248555 11/30/2016 11/30/2017 (Ea COMBINaccident) ED SINGLE LIMIT $1,000,000 ANY AUTO BODILY INJURY (Per person) $ ALL OWNED SCHEDULED BODILY INJURY (Per accident) $ AUTOS AUTOS X HIRED AUTOS X NON -OWNED PROPERTY DAMAGE $ AUTOS (Per accident) B x UMBRELLA LIAB X OCCUR 79774080 11/30/2016 11/30/2017 EACH OCCURRENCE $10,000,000 EXCESS LIAB CLAIMS -MADE AGGREGATE $10,000,000 DED RETENTION $ $ A WORKERS COMPENSATION 71739979 11/01/2017 01/01/201: X PER OTH- AND EMPLOYERS' LIABILITY STATUTE ER Y I N ANY PROPRIETOR /PARTNER/EXECUTIVE t OFFICER/MEMBER EXCLUDED? N N / A • BY �I ` K • , ( ,, E.L. EACH ACCIDENT $1,000,000 (Mandatory in NH) V� E.L. DISEASE - EA EMPLOYEE $1,000,000 If s, describe :Y e under DES ., ► MZ DESCRIPTION OF OPERATIONS below � E.L. DISEASE - POLICY LIMIT $1,000,000 DATE 111. WAIVER N ' YES, DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) RE: Financial Advisory Services Monroe County Board of Commissioners are included as additional insured under the captioned Commercial General Liability and Automobile Liability Policies if required by written contract. CERTIFICATE HOLDER CANCELLATION Monroe County SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN Board of County Commissioners ACCORDANCE WITH THE POLICY PROVISIONS. 1100 Simonton Street Key West, FL 33040 -1026 AUTHORIZED REPRESENTATIVE ©1988 -2014 ACORD CORPORATION. All rights reserved. ACORD 25 (2014/01) 1 of 1 The ACORD name and logo are registered marks of ACORD #S1615212/M1613994 J5C POLICY NUMBER: 17324 -85-55 COMMERCIAL. AUTO 16424316 Ed. 1014 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. PRIMARY AND NON-CONTRIBUTORY LIABILITY INSURANCE This endorsement modifies insurance provided under the following: BUSINESS AUTO COVERAGE FORM With respect to coverage provided by this endorsement, the provisions of the Coverage Form apply unless modified by the endorsement. This endorsement changes the policy effective on the inception date of the policy unless another date is indicated below. Named Insured: PUBLIC FINANCIAL MANAGEMENT, INC, Endorsement Effective Date: 1 1 / 3 0 / 16 SCHEDULE Name(s) Of Person(s) Or Organizatton(s): Persons or Orgaizationa described in the Who Is An Insured section of this contract and that you are obligated pursuant to a written contract or agreement, to provide with primary insurance as is afforded by this policy, but only to the minimum extent required by such contract or agreement. Information required to complete this Schedule, if not, shown above, will be shown In the Declarations. The following is added to Item 5. — "Other Insurance" of Item B. —*General Conditions' under Section IV —"Business Auto Conditions': e. Regardless of the provisions of Paragraph 5.a. through d. above, for any liability arising out of the ownership, maintenance, use, rental, lease, loan, hire or borrowing by an "insured" of a covered "auto" for which an insured" is contractually obligated to provide primary insurance coverage to a client, this Coverage Form wiU be primary and non - contributory with respect to the Persons or Organizations in the schedule, regardless of the availability or existence of other collectible insurance under any other Coverage Form or policy that applies on a primary basis. 16 -02 -0316 Ed. 10 14 POLICY NUMBER: ) 7324.85 - 55 COMMERCIAL AUTO CA04440310 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ If CAREFULLY. WAIVER OF TRANSFER OF RIGHTS OF RECOVERY AGAINST OTHERS TO US (WAIVER OF SUBROGATION) This endorsement modifies Insurance provided under the following: BUSINESS AUTO COVERAGE FORM BUSINESS AUTO PHYSICAL DAMAGE COVERAGE FORM GARAGE COVERAGE FORM MOTOR CARRIER COVERAGE FORM TRUCKERS COVERAGE FORM With respect to coverage provided by this endorsement. the provisions of the Coverage Form apply unless modi- fied by the endorsement. This endorsement changes the policy effective on the inceptlon date of the policy unless another date is Indicated below. Naffed Insured: Public Financial Management, Inc Endorsement Effective Date: 11/30/16 SCHEDULE Name(s) OfPerson(s) Or Organization(s): Any person or organization where you are required pursuant to a written contract or agreement to waive rights of subrogation against such person or organization. Information required to complete this Schedule, If not shown above, will be shown In the Dedaradons. The Transfer Of Rights Of Recovery Against Others To Us Condition does not apply to the person(s) or organizatlon(s) shown in the Schedule, but only to the extent that subrogation is waived prior to the "ac- cident" or the "loss" under a contract with that person or organlzadon. CA 04 44 0310 ® Insurance Services Office, Inc., 2009 Page 1 of 1 0 Liability insurance Endorsement Policy Period November 30, 2016 — November 30, 2017 Effective Date 1 1/ 30 /1 6 Policy Number 353649 -50 PHL lowed PUBLIC FINANCIAL MANAGEMENT, INC. Name et Company GREAT NORTHERN INSURANCE COMPANY Date Issued This Endorsement applies to the following forms: GENERAL LIABILITY Under Who is An Insured, the following provision is added. Who Is An Insured Additional Insured - Persons or organirntlons shown in the Schedule are Insureds; but they are losureds only if you are Scheduled Person obligated pursuant to a contract or agreement to provide them with such Insurance as is afforded by Or Organization this policy. However, the person or organization is an Insured only: • if and then only to the extent the person or organization Is described in the Schedule; • to the extent such contract or agreement requires the person or organization to be afforded status es an insured; • for activities that did not occur, in whole or In part. before the execution of the contract or agreement; and • with respect to damages, loss, cost or expense for injury or damage to which this insurance applies. No person or organization Is an Insured under this provision: • that is more specifically identified under any other provision of the Who Is An Insured section (regardless of any limitation applicable thereto). • with respect to any assumption of liability (of another person or organization) by than in a contract or agreement. This limitation does not apply to the liability for damages, Lou, cost or expense for injury or damage, to which this insurance applies, that the person or organization would have In the absence of such contract or agreement. Liability Insurance Additional inrefe Pietge Orgentralket continued Form 80.02 - 2387 (Rev. 5-07 ) Endorsement Page 1 Liability Endorsement (continued) Under Conditions, the following provision is added to the condition titled Other insurance. Conditions Other Insurance — If you are obligated, pursuant to a contract or agreement, to pmvide the person or organization Pn'maty, Noncontributory shown in the Schedule with primary insurance such as is Worded by this policy, then in such case Insurance — Scheduled this insurance is primary and we will not seek contribution from insurance available to such person Person Or Organization or organization. Schedule Persons or Organizations desribed in the Who Is An Insured section of this contract and that you are obligated pursuant to a written contract or agreement, to provide with primary insurance as is afforded by this policy, but only to the minimum extent required by such contract or agreement. All other terms and conditions remain unchanged. Miami/zed Representative Liability insurance Additional twit ~dig p Organization last papa Form e0. 022167 (Rev. 5-07) Endorsement Psge 2 Liability Insurance Endorsement Policy Period November 30, 2016 — November 30, 201 Effective Date 1 1 / 30 / 16 Policy Number 3536 - 39 - 50 PHL Insured PUBLIC FINANCIAL MANAGEMENT, INC. Name of Company GREAT NORTHERN INSURANCE COMPANY Date Issued This Endorsement applies to the following forms: GENERAL LIABILITY Under Conditions, Transfer Or Waiver Of Rights Of Recovery Against Others, the following provision h added: Conditions Transfer Or Waiver Of However, wc waive any right of recovery wc may have against the designated person or Rights Of Recovery organization shown below because of payments we make for injury or damage arising out of your Against Others ongoing operations or done under a contract with that person or organization and included in the products - completed operations hazard. This waiver applies to the designated person or organization. Uabi1My Insurance Conceder; — Waiver Of Transfer Of Rights Of Recovery continued Foam 80024352 (Rev. 4-01) Endorsement p • Conditions Transfer Or Waiver Of Designated Person Or Organization Rights Of Recovery Any person or organization where Against Others y p g you are required pursuant (cont /trued) to a written contract or agreement to waive rights of subrogation against such person or organization. All other terms and conditions remain unchanged. Authorized Repressntettve ' 1, 9 . Liabiely Insurance Conc6tdon — Waiver Of Transfer Of Rights Of Recovery lest page Form 80-02 -2362 (Rev. 4-01) Endorsement 2 Page WORKERS' COMPENSATION AND EMPLOYERS' UABIUTY INSURANCE POUCY WC 124 (4 -84) WC 00 03 13 WAIVER OF OUR RIGHT TO RECOVER FROM OTHERS ENDORSEMENT This endorsement changes the pokey to which it is attached effective on the inception date of the policy unless a different date Is Indicated below. (The following'attuthklg clause" need be competed only when this endorsement Is issued subsequent to preparation of the poky.) This endorsement. effective on 01 / 01 / 0 1 7 at 12:01 A. M. standard time, forts a part of ma Polley No. 7173 -99-79 of the GREA NORT • N INSURANCES COMPANY e issued to PUBLIC FINANCIAL MANAGEMENT INC 0 i Endorsement No. A . : a arm i r-: cola We have the right to recover our payments from anyone Ia - for an injury — . .y vol this policy. We will not enforce our right against the person or organization named in the Schedule. This agreement applies only to the extent that you perform work under a written contract That requires you to obtain this agreement from us.' This agreement shall not operate directly or indirectly to benefit any one not named in the Schedule. Schedule Any person or organization where you are required pursuant to a written contract or agreement to waive rights of subrogation against such person or organization. WC 124 (4 -84) VMC 0803 13 Copyright 1903 National Canal on Compensation Insurance. Page 1 011 DATE (MM /DD/YYYY) A 3RD ® CERTIFICATE OF LIABILITY INSURANCE `,.,/ 1/23/2017 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES 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: If 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 NAMEA Brian Rozynski Crystal & Company PHONE 212- 504 -1882 FAX 212 504 1899 Crystal IBC LLC (A/C, Nn, Flit). (A/C. No): • 32 Old Slip E-MAIL I S: brian.rozynski @crystalco.com New York NY 10005 INSURER(S) AFFORDING COVERAGE NAIC # INSURER A :Endurance American Specialty Insura 41718 INSURED INSURER B : XL Specialty Insurance Company 37885 Public Financial Management, Inc. INSURER c : Continental Casualty Company 20443 1735 Market Street INSURER D : Starr Indemnity & Liability Co 38318 43rd Floor Philadelphia PA 19103 INSURER E : Everest National Insurance Company 10120 INSURER F : COVERAGES CERTIFICATE NUMBER: 1931539455 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 W TYPE OF INSURANCE ADDL SUBR POLICY EFF POLICY EXP LIMITS LTR INSD VD POLICY NUMBER (MM/DD/YYYY) IMM /DD/YYYY) COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE $ CLAIMS -MADE OCCUR DAMAGE TO RENTED PREMISES (Ea occurrence) $ MED EXP (Any one person) $ PERSONAL & ADV INJURY $ GE 'L AGGREGATE LIMIT APPLIES PER: , • • • OV: RI �ti ANAGEMENT GENERAL AGGREGATE $ POLICY PRO LOC BY �� �) PRODUCTS - COMP /OP AGG $ JECT OTHER: In $ AUTOMOBILE LIABILITY DATE -- _... _ _-_ __ - - • A s r : a r $ (Ea accident) ANY AUTO WAIVER N/ 1 Yom-- BODILY INJURY (Per person) $ ALL SCHEDULED BODILY INJURY (Per accident) $ HIRED AUTOS NON -OWNED PROPERTY DAMAGE $ AUTOS (Per accident) D UMBRELLA LIAB OCCUR 1000057499161 11/30/2016 11/30/2017 EACH OCCURRENCE $ E FL5 M L00220161 11/30/2016 11/30/2017 X EXCESS LIAB CLAIMS -MADE AGGREGATE $ DED RETENTION $ $ WORKERS COMPENSATION PER OTH- AND EMPLOYERS' LIABILITY Y / N STATUTE ER ANY PROPRIETOR /PARTNER /EXECUTIVE N / A E.L. EACH ACCIDENT $ OFFICER /MEMBER EXCLUDED? (Mandatory in NH) E.L. DISEASE - EA EMPLOYEE $ If yes, describe under DESCRIPTION OF OPERATIONS below E.L. DISEASE - POLICY LIMIT $ A Professional Liability FIP10008161701 11/30/2016 11/30/2017 Limit of Liability $30,000,000 B ELU14750016 11/30/2016 11/30/2017 Aggregate Limit C 596398650 11/30/2016 11/30/2017 DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) Evidence of coverage only. THE PROFESSIONAL LIABILITY POLICY IS NON - CANCELABLE BY THE INSURER EXCEPT FOR NON - PAYMENT OF PREMIUM. CERTIFICATE HOLDER CANCELLATION SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE Monroe County THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN Board of County Commissioners ACCORDANCE WITH THE POLICY PROVISIONS. 1100 Simonton Street Key West FL 33040 - 1026 AUTHORIZED REPRESENTATIVE © 1988-2014 ACORD CORPORATION. All rights reserved. ACORD 25 (2014/01) The ACORD name and logo are registered marks of ACORD ISSUE DATE (MM/DD/YY) 11/21/95 f e '/his Group, Inc. Suite 200 ff C E I V E 100 Four Falls Cor rate CtWest Conshohocken A 19428- F. Scott Addis NOV 2 8 1995 610-832-2100 UdSURED Public Financial Mgmt., Inc. 18th and Arch Street Philadelphia PA 19103-6933 CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AMEND, FRIEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. COMPANIES AFFORDING COVERAGE COMPANY LETTER A Atlantic Mutual Insurance Co. COMPANY ........................................................................................................... B Centennial Insurance Co. LETTER Received ............................. COMPANY LETTER Kisk Mgmt. & Loss Control ........... .... ....... ....: '... ..... q COMPANY D DATE LETTER ............ fNITfAL........._......._,L/�C/........._..._...... COMPANY ELETTER 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. CO TYPE OF INSURANCE POLICY NUMBER POLICY EFFECTIVE. POLICY EXPIRATION LTR DATE(MM/DD/YY) DATE (MM/DD/YY) GENERAL LIABILITY GENERAL AGGREGATE f j, UUU , UUU A X COMMERCIAL GENERAL LIABILITY 432300740 11/30/95 11/30/96 PRODUCTS-COMP/OPAGG. f 1,000,000 CLAIMS MADE X OCCUR. ... PERSONAL A ADV. INJURY ... ........_....... f 1, OOO . OOO OWNER'S & CONTRACTOR'S PROT. EACH OCCURRENCE $1, OOO , OOO ..... ........ FIRE DAMAGE (Any ow fim) ....._... _ . f 100,000 _ _ ...__..- _...... ......... MED. EXPENSE (Any one pmmO ....... .............. ..__ f 5,000 AUTOMOBILE LIABILITY COMBA f 1,000,000 AN AUTO 432300740 11/30/95 11/30/96 umrr°fEDswGLE ALL OWNED AUTOS APFRw�E BY RISK MANAGEMENT ..................................................... ............................... BODILY INJURY SCHEDULED AUTOS (Perpetson) X HIRED AUTOS BODILY I'UURY X!1Z NON-0WNED AUTos DATE rcwm) f GARAGE LIABILITY 41'/+Iti�ER: N/A YP4 PROPERTY DAMAGE f EXCESS LIABILITY EACH OCCURRENCE f lU , UUU , UUU A X 'UMBRELLA FORM 432300740 11/30/95 11/30/96 AGGREGATE s 10,000,000 OTHER THAN UMBRELLA FORM .........._..._................... _................_................................. ................_......_...................._............................__ ... ........ ..._._.._. _. B. woRISER's COMPENSATION 401706965 11/30/95 11/30/96 X .. STATUTORY LlMrrs EACH ACCIDENT f ZOO , OOO AND DISEASE —POLICY LIMIT f 500, 000 EMPLOYERS' LIABILITY _ ......................................... DISEASE —EACH EMPLOYEE . ............... ... _ f 100,000 OTHER A Blanket Business 432300740 11/30/95 11/30/96 Special $1,186,000 ;Personal Property Form oRU'nOF 'nNoEHICILFS/SPECIAIL ITEMS nroour�f'�eny�oamissioners is named an additional insured as their interests may appear. Monroe County Risk Management 5100 College Road Key West FL 33040 SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, THE ISSUING COMPANY WILLENDEAVOR TO MAIL30 DAYS WRITTEN NOTICE TO THE CERTIFICATE HOLDER NAMED TO THE LEFT, BUT FAILURE TO MAIL SUCH NOTICE SHALL IMPOSE NO OBLIGATION OR LIABILITY OF ANY KIND UPON THE COMPANY, ITS AGENTS OR REPRESENTATIVES. AUTHORIZED REPRESENTATIVE 1- /f__ C__ F. Scott Addis ACHI D. f e`his Group, Inc. Suite 200 100 Four Falls Corporate Ctr. West Conshohocken PA 19428-2976 F. Scott Addis 610-832-2100 IINSURED Public Financial Mgmt., Inc. 18th and Arch Street Philadelphia PA 19103-6933 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. TYPE OF INSURANCE POLICY NUMBER POLICY EFFECTIVE POLICY EXPIRATION LIMITS DATE(MM/DD/YY) DATE (MM/DD/YY) GENERAL LIABILITY GENERAL AGGREGATE s 2. 000, 000 A X COMMERCIAL GENERAL LIABILITY 432300740 11/30/95 11/30/96 PRODUCPS-COMP/OP AGG. $ 1,000,000 CLAIMS MADE X OCCUR. PERSONAL & ADV. INJURY $ 1,000,000 OWNER'S & CONTRACTOR'S PROT. I EACH OCCURRENCE S 1,000,000 FIRE DAMAGE (Any one fire) S 100,000 MED. EXPENSE (Any one person) $ 5,000 AUTOMOBILE LIABILITY L MIT SINGLE $ 1,000,000 A ANY AUTO 432300740 11/30/95 11/30/96 ALL OWNED AUTOS ArrR�J',�F BY RISK MAN"GFAIFNT - ...._ _..__. _ _...._ ..__... BODILY INJURY $ SCHEDULED AUTOS (Per Person) _. X 'HIRED AUTOS :BODILY INJURY X NON -OWNED AUTOS BATE �� Jr_S (Per accident) $ GARAGE LIABILITY / Wf!i,`t FR: N/A Y YFS PROPERTY DAMAGE $ EXCESS LIABILITY A X UMBRELLA FORM 432300740 OTHER THAN UMBRELLA FORM : 11/30/95 - 11/30/96 EACH OCCURRENCE AGGREGATE S 10,000,000 s 10,000,000 _... B WORKER'S COMPENSATION 401706965 11/30/95 11/30/96 X STATUTORY LIMITS AND EACH ACCIDENT .. _.. _. $ 100,060 000 ._. EMPLOYERS' LIABILITY DISEASE —POLICY LIMIT $500 , 000 DISEASE —EACH EMPLOYEE $100 , 000 OTHER A',Blanket Business 432300740 11/30/95 11/30/96 Special $1,186,000 Personal Property Form CRu TI OF TIONS NS/V$HICLES/SPECIAI. ITEMS onroe oun y �oar� o"ommissioners is named an additional insured as their interests may appear. Monroe County Risk Management 5100 College Road Key West FL 33040 SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, THE ISSUING COMPANY WILLENDEAVOR TO MAIL 30 DAYS WRITTEN NOTICE TO THE CERTIFICATE HOLDER NAMED TO THE LEFT, BUT FAILURE TO MAIL SUCH NOTICE SHALL IMPOSE NO OBLIGATION OR LIABILITY OF ANY KIND UPON THE COMPANY, ITS AGENTS OR REPRESENTATIVES. AUTHORIZED REPRESENTATIVE Addis A60RD„ CERTIFICATE OF LIABILITY INSURANC4sR CM DATE(MM/DD/YY) UBLI-1 12/10/97 PRODUCER The Addis Group, Inc. THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE Suite 200 HOLDER. THIS CERTIFICATE DOES NOT AMEND, EXTEND OR 100 Four Falls Corporate Ctr. ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. West Conshohocken PA 19428-2976 COMPANIES AFFORDING COVERAGE Christine M. Mertz, CIC, CPSR Phone No. 610-832-2100 Fax No.610-825-9136 COMPANY A Atlantic Mutual Insurance Co. INSURED COMPANY B Centennial Insurance Co. Public Financial Mgmt., Inc. COMPANY Two Logan Square, Suite 1600 �\1 18th and Arch Street Philadelphia PA 19103-6933 COMPANY D COVERAGES 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. CO LTR TYPE OF INSURANCE POLICY NUMBER POLICY EFFECTIVE DATE (MM/DD/YY) POLICY EXPIRATION DATE (MM/DD/YY) LIMITS GENERAL LIABILITY GENERAL AGGREGATE $ 2, 000, 000 X PRODUCTS - COMP/OPAGG $ 1 , 0 0 0 , 0 0 0 A COMMERCIAL GENERAL LIABILITY CLAIMS MADE [X OCCUR 496300943 11/30/97 11/30/98 PERSONAL & ADV INJURY 1$1,000,000 EACH OCCURRENCE $ 1, 0 0 0 , 0 0 0 OWNER'S & CONTRACTOR'S PROT FIRE DAMAGE (Any one fire) $ 100,000 MED EXP (Any one person) $ 51000 AUTOMOBILE LIABILITY A ANY AUTO 496300943 11/30/97 11/30/98 COMBINED SINGLE LIMIT $1,000,000 BODILY INJURY (Per person) $ ALL OWNED AUTOS SCHEDULED AUTOS HIRED AUTOS NON -OWNED AUTOS ADrR(1VFD RI, AY. MA �AENT ° X BODILY INJURY (Per accident) $ X OrrGARAGE CC PROPERTY DAMAGE $ LIABILITY AUTO ONLY - EA ACCIDENT $ ANY AUTO (,IJQII/Fit. NIA YFS OTHER THAN AUTO ONLY: EACH ACCIDENT $ AGGREGATE $ EXCESS LIABILITY EACH OCCURRENCE $ 10, 000, 000 A X UMBRELLA FORM 496300943 11/30/97 11/30/98 AGGREGATE $ 10, 000, 000 OTHER THAN UMBRELLA FORM $ WORKERS COMPENSATION AND EMPLOYERS' LIABILITY X TfORY LIMITS OER EL EACH ACCIDENT $ 100, 000 B THE PROPRIETOR/ �� INCL PARTNERS/EXECUTIVE HEXCL 401709962 11 3 Q / /97 11/30/98 EL DISEASE -POLICY LIMIT $ SQQ, QQQ EL DISEASE - EA EMPLOYEE $ 10 0 , 0 0 0 OFFICERS ARE: OTHER A Blanket Business 496300943 11/30/97 11/30/98 All Risks $1,165,000 Personal Property R/C Deduct $5,000 DESCRIPTION OF OPERATIONS/LOCATIONSNEHICLES/SPECIAL ITEMS Monroe County Board of Commissioners is named theirinterests may appear. an additional insured as CERTIFICATE HOLDER CANCELLATION MONROEC SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, THE ISSUING COMPANY WILL ENDEAVOR TO MAIL 3 0 DAYS WRITTEN NOTICE TO THE CERTIFICATE HOLDER NAMED TO THE LEFT, Monroe County Risk Management ILURE TO MAIL SUCH NOTIC SHALL IMPOSE NO OBLIGATION OR LIABILITY i / 5100 College Road ��„ / (�' OF AN ND UPON E COMPAN , ITS EN OR REPR NTA VES. Key West FL 33040 AUTHO REPRES TATIVE Ch e tz- S ACORD 25-S (1/95) 0A ORD CORPORATIQL�T988 ACORD CERTIFICATE OF LIABILITY INSURANCE /Y CK DATE LI-1 11/22/99 PRODUCER THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE The Addis Group, Inc. HOLDER. THIS CERTIFICATE DOES NOT AMEND, EXTEND OR 2300 R ne B 1 and ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. enaissacou ev King of Prussia PA 19406-2772 Phone:610-279-8550 Fax:610-279-8543 INSURED Public Financial Management Inc. Two Logan Sqquuare, Suite 1600 18th and Arch Street Philadelphia PA 19103-6933 COVERAGES INSURERS AFFORDING COVERAGE INSURER A: Great Northern (Chubb) INSURERB: Federal Insurance Co (Chubb) INSURERC: Pacific Indemnity Company INSURER D: INSURER E: THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. AGGREGATE LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR LTR TYPE OF INSURANCE POLICY NUMBER POLICY EFFECTIVE DATE MM/DD/YY POLICY EXPIRATIONDfY DATE MM/DD/YY LIMITS A GENERAL LIABILITY X COMMERCIAL GENERAL LIABILITY CLAIMS MADE n OCCUR 3536-39-45 11/30/99 11/30/00 EACH OCCURRENCE $ 1 , 000 , 000 FIRE DAMAGE (Any one fire) $ 1,000,000 MED EXP (Any one person) E 10 , 000 PERSONAL & ADV INJURY $ 1 , 000 , 000 GENERAL AGGREGATE $ 2 , 000 , 000 GEN'L AGGREGATE LIMIT APPLIES PER POLICY Ll PRO X LOC JECT PRODUCTS - COMP/OP AGG $ 1 , 000 , 000 A AUTOMOBILE LIABILITY ANY AUTO ALL OWNED AUTOS SCHEDULED AUTOS HIRED AUTOS NON -OWNED AUTOS 3536-39-45 r. a h,_. �, 11/30/99 Ov 11/30/00 , `�I l/n 4'�/`� COMBINED SINGLE LIMIT (Ea accident) $1,000,000 BODILY INJURY (Per person) $ X BODILY INJURY (Per accident) $ X (Per ac iPROPERTYd DAMAGE $ GARAGE LIABILITY ANY AUTO aPLOUn AUTO ONLY - EA ACCIDENT $ OTHER THAN EA ACC AUTO ONLY: AGG y $ B EXCESS LIABILITY X I OCCUR CLAIMSMADE DEDUCTIBLE X RETENTION $ 0 7977-40-80 11/30/99 11/30/00 EACH OCCURRENCE $ 10,000,000 AGGREGATE $ 10,000,000 E $ $ C WORKERS COMPENSATION AND EMPLOYERS' LIABILITY . 7164-24-35 11/30/99 11/30/00 X I TORY LIMITS ER E.L. EACH ACCIDENT $500,000 E.L. DISEASE - EA EMPLOYEE $500,000 E.L. DISEASE -POLICY LIMIT $500,000 OTHER DESCRIPTION OF OPERATIONS/LOCATIONSNEHICLES/EXCLUSIONS ADDED BY ENDORSEMENT/SPECIAL PROVISIONS Monroe County Board of Commissioners is named an additional insured as their interests may appear. CERTIFICATE HOLDER N ADDITIONAL INSURED; INSURER LETTER: CANCELLATION MONROEC SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, THE ISSUING INSURER WILL ENDEAVOR TO MAIL 30 DAYS WRITTEN NOTICE TO THE CERTIFICATE HOLDER NAMED TO THE LEFT, BUT FAILURE TO DO SO SHALL Monroe County IMPOSE NO OBLIGATION OR LIABILITY OF ANY KIND UPON THE INSURER, ITS AGENTS OR Risk Management 5100 College Road i7ATE.REPRESENTATIVES. Key West FL 33040 INITIAL Clare M. Kelly, CPMJ7 ' ' L/ ;;� I (7/97) ©ACORD OQRPORATION 1988 ACORD CERTIFICATE OF LIABILITY INSURANCE Hx DAo6/2DD/YY) LI-1 6/22/99 PRODUCER THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE The Addis Group, Inc. HOLDER. THIS CERTIFICATE DOES NOT AMEND, EXTEND OR 2300 Renaissance Boulevard ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. King of Prussia PA 19406-2772 INSURERS AFFORDING COVERAGE Phone:610-279-8550 Fax:610-279-8543 INSURED INSURER A: Great Northern (Chubb) Public Financial INSURER B. Federal Insurance Co (Chubb) Mana ement Inc. INSURER C: Pacific Indemnity Company Two Logan Sqquuare, Suite 1600 18th and Arch Street 1\ l INSURER D: Philadelphia PA 19103-6933 i INSURER E: VVVCKAVCQ THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. AGGREGATE LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. IN TYPE OF INSURANCE POLICY NUMBER DATE MCY MFDD/YY DATE MM/CY DD/YY N LIMITS A GENERAL LIABILITY X COMMERCIAL GENERAL LIABILITY CLAIMS MADE OCCUR 3536-39-45 11/30/98 11/30/99 EACH OCCURRENCE $1 , 000 , OOO FIRE DAMAGE (Any one fiire) $1,000,000 MED EXP (Any one person) $10 , 000 PERSONAL 3 ADV INJURY $ 1 , 000 , 000 GENERAL AGGREGATE s2,000,000 PRODUCTS - COMP/OP AGG $ 1 , OOO , OOO GEN'L AGGREGATE LIMIT APPLIES PER POLICY PRO X JLOC ECT A AUTOMOBILE LIABILITY ANY AUTO ALL OWNED AUTOS SCHEDULED AUTOS HIRED AUTOS NON -OWNED AUTOS(Per 3536-39-45 (02 nwA 11/30/98 11/30/99 COMBINED SINGLE LIMIT (Ea accident) $1 , 000 , 000 BODILY INJURY (Per person) $ BODILY INJURY accident) s X X PROPERTY DAMAGE (Per accident) s GARAGE LIABILITY ANY AUTO / AUTO ONLY - EA ACCIDENT $ OTHER THAN EA ACC AUTO ONLY: AGG $ B EXCESS LIABILITY X OCCUR El CLAIMSMADE DEDUCTIBLE X RETENTION $ 0 7977-40-80 11/30/98 11/30/99 EACH OCCURRENCE $ 10 , 000 , 000 AGGREGATE $10,000,000 $ s $ C WORKERS COMPENSATION AND EMPLOYERS'LIABILITY 7164-24-35 11/30/98 11/30/99 TATU_ X TORY LIMITS ER E.L. EACH ACCIDENT $500,000 E.L. DISEASE - EA EMPLOYE $ 5 0 0 , 0 0 0 E.L. DISEASE - POLICY LIMIT $ 500 , 000 OTHER DESCRIPTION OF OPERATIONS/LOCATIONSIVEHICLES/EXCLUSIONS ADDED BY ENDORSEMENTISPECIAL PROVISIONS Monroe County Board of Commissioners is named an additional insured as their interests may appear. IaK I IFII.A I C I"IVLUCK Z I AUUI IIUKAL 1NaUKCU; Monroe County miTIAL . Risk Management 5100 College Road Key West FL 33040 SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, THE ISSUING INSURER WILL ENDEAVOR TO MAIL 30 DAYS WRITTEN NOTICE TO THE CERTIFICATE HOLDER NAMED TO THE LEFT, BUT FAILURE TO DO SO SHALL IMPOSE NO OBLIGATION OR LIABILITY OF ANY KIND UPOyr 1 RER IWORER, ITS VEN3'&O0rAEWSr7AT S. 25-S (7/97) 1988 ACORD CERTIFICATE OF LIABILITY INSURANCE-0PIo MK DATE(MM/DD/YY) PUBLI-1 12/08/98 PRODUCER THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION The Addis Group, Inc. ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE Suite 200 HOLDER. THIS CERTIFICATE DOES NOT AMEND, EXTEND OR 100 Four Falls Corporate Ctr. ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. West Conshohocken PA 19428-2976 Phone:610-832-2100 Fax:610-825-9136 INSURERS AFFORDING COVERAGE INSURED INSURER A: Great Northern (Chubb) INSURERB: Federal Insurance Co (Chubb) Two Logan S Public Financial Mgmtuit.,e Inc. 1600 INSURERC: Pacific Indemnit Company quare, S 18th and Arch Street INSURERD: Philadelphia PA 19103-6933 INSURER E: COVERAGES THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. AGGREGATE LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR LTR TYPE OF INSURANCE POLICY NUMBER DATE MM/DD IV POLICY DATE MM/DD 10 LIMITS A GENERAL LIABILITY X COMMERCIAL GENERAL LIABILITY CLAIMS MADE l OCCUR 3536-39-45 11/30/98 11/30/99 EACH OCCURRENCE $ 11000,000 FIRE DAMAGE (Any one fire) MED EXP (Any one person) $ 1,000,000 $ 10,000 PERSONAL & ADV INJURY $ 11000,000 GENERAL AGGREGATE $ 2,000,000 GEN'L AGGREGATE LIMIT APPLIES PER: POLICY JECOT Fx_1 LOC PRODUCTS - COMP/OP AGG $ 1,000,000 A AUTOMOBILE LIABILITY ANY AUTO ALL OWNED AUTOS SCHEDULED AUTOS HIRED AUTOS NON -OWNED AUTOS 3536-39-45 Y 11/30/98 ` ---C(✓ 11/30/99 ( ': COMBINED SINGLE LIMIT (Ea accident) $ 11000,000 BODILY INJURY Per person) $ X BODILY INJURY $ X PROPERTY DAMAGE (Per accident) $ AGE LIABILITY ANY AUTO I WAIVER:: v �� .. � AUTO ONLY - EA ACCIDENT $ EA A -CC OTHER THAN AUTO ONLY: AGG $ $ B EXCESS LIABILITY X I OCCUR CLAIMS MADE DEDUCTIBLE X RETENTION $ 0 7977-40-80 11/30/98 11/30/99 EACH OCCURRENCE $ 10,000,000 AGGREGATE $ 10, 000, 000 $ $ C WORKERS COMPENSATION AND EMPLOYERS' LIABILITY 7164-24-35 11/30/98 11/30/99 X LIMITS W)LO ER E.L. EACH ACCIDENT $500,000 E.L. DISEASE - EA EMPLOYE $ 5 0 0, 0 0 0 E.L. DISEASE - POLICY LIMIT 1 $ 5 0 0, 0 0 0 OTHER DESCRIPTION OF OPERATIONS/LOCATIONSNEHICLES/EXCLUSIONS ADDED BY ENDORSEMENT/SPECIAL PROVISIONS Monroe County Board of Commissioners is named an additional insured as their interests may appear. vu� r If - I � "vL.IJGR I Y I AUUI I IUNAL INSUKLU; INSURER LETTER: GANGtLLA I IUN MONROEC SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, THE ISSUING INSURER WILL ENDEAVOR TO MAIL 30 DAYS WRITTEN TICE TO THE CERTIFICATE HOLDER NAMED TO THE LEFT, BUT FAILURE TO DO SO SHALL Monroe County DATE__ZL�E NO OBLIGATION OR LIABILITY OF ANY KIND UPON THE INSURER, ITS AGENTS OR Risk Management 5100 College Road INITIAL REPRESENTATIVES. Key West FL 33040 AUTHORIZED REPRESENTATIVE Clare M. Kelly, CPGfj/ ACORD 25-S (7/97) O ORA ION 1991 acoRD CERTIFICATE OF LIABILITY INSURANC; DATE(MM/DDlYY) IDLx11/20/00 1 PRODUCER THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE The Addis Group, Inc. HOLDER. THIS CERTIFICATE DOES NOT AMEND, EXTEND OR 2300 Renaissance Boulevard ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. King of Prussia PA 19406-2772 Phone:610-279-8550 Fax:610-279-8543 INSURED Public Financial Management, Inc. Two Logan Square, Suite 1600 18th and Arch Street Philadelphia PA 19103-6933 INSURERS AFFORDING COVERAGE INSURER A: Great Northern (Chubb) INSURERS: Federal Insurance Co (Chubb INSURERC: Pacific Indemnity Company INSURER D: INSURER E: THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. AGGREGATE LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. ILTR TYPE OF INSURANCE POLICY NUMBER DATE MPOLICYM/DD/YY DATEYMWDD TION LIMITS A GENERAL LIABILITY X COMMERCIAL GENERAL LIABILITY CLAIMS MADE FxI OCCUR 3536-39-45 11/30/00 11/30/01 EACH OCCURRENCE $ 1, 0 0 0, 0 0 0 FIRE DAMAGE (Any one fire) $ 1, 000, 000 MED EXP (Any one person) $ 10 , 0 0 0 PERSONAL & ADV INJURY $ 1,000,000 GENERAL AGGREGATE $ 2,000,000 GE N'L AGGREGATE LIMIT APPLIES PER: POLICY 7 PRO- JECT X LOC PRODUCTS - COMP/OP AGG $ 1 , 0 0 0 , 0 0 0 $ AUTOMOBILE LIABILITY ANY AUTO ALL OWNED AUTOS SCHEDULED AUTOS HIRED AUTOS NON -OWNED AUTOS 7324-85-55 ^ I t2 "Yr. �• V '' V 6L „ n- 11/30/00 11/30/01 UZ COMBINED SINGLE LIMIT (Ea accident) $ 1,000,000 BODILY INJURY (Per person) $ X BODILY INJURY (Per accident) $ X PROPERTY DAMAGE (Per accident) AUTO ONLY - EA ACCIDENT $ $ GARAGE LIABILITY ANY AUTO H•' -n. 1 <� vcS ` ' OTHER THAN � ACC AUTO ONLY: AGG $ $ B EXCESS LIABILITY X OCCUR CLAIMS MADE DEDUCTIBLE X RETENTION $ 0 7977-40-80 11/30/00 11/30/01 EACH OCCURRENCE $ 10, 000, 000 AGGREGATE $ 10, 000, 000 $ ICEMPLOYERS'LIABILITY WORKERS COMPENSATION AND 7164-24-35 11/30/00 11/30/01 ATU X TORY LIMITS T E.L. EACH ACCIDENT $ 500, 000 E.L. DISEASE - EA EMPLOYEE $ 5 0 0, 0 0 0 E.L. DISEASE - POLICY LIMIT $ 55 00,000 OTHER DESCRIPTION OF OPERATIONS/LOCATIONS/VEHICLES/EXCLUSIONS ADDED BY ENDORSEMENT/SPECIAL PROVISIONS Monroe County Board of Commissioners is named an additional insured as their interests may appear. -------------••----•- a\ .+..v...v...+r .n.avrta:.+,„w�ncrt �cl lcR: VAI\VGLLMI IVI\ MONROEC SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, THE ISSUING INSURER WILL ENDEAVOR TO MAIL 30 DAYS WRITTEN NOTICE TO THE CERTIFICATE HOLDER NAMED TO THE LEFT, BUT FAILURE TO DO SO SHALL Monroe County Risk Management IMPOSE NO OBLIGATION OR LIABILITY OF ANY KIND UPON THE INSURER, ITS AGENTS OR 5100 College Road REPRESENTATIVES. Key West FL 33040 Clare M. Kelly, CPCFf 25-S (7/97) �r►a.vrcar'a,�RrVti ACORM CERTIFICATE OF LIABILITY INSURANCE 11/30/01 PRODUCER THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION Commerce National Insurance ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AMEND, EXTEND OR 1701 Route 70 East ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. P.O. Box 2060 Cherry Hill, NJ 08034 INSURERS AFFORDING COVERAGE INSURED INSURERA: Great Northern Insurance Company Public Financial Management, Inc. INSURERB: Federal Insurance Company Two Logan Square Suite 1600 INSURERC: Pacific Insurance_ Company 18th 81 Arch Streets INSURER D: Philadelphia, PA 19103-2770 INSURER E: cv V =nA"MQ THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. AGGREGATE LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. _ INSR LTR TYPE OF INSURANCE POLICY NUMBER POLICY EFFECTIVE DATE MM/DD/YY POLICY EXPIRATION DATE MM/DD/YY LIMITS A GENERAL LIABILITY X COMMERCIAL GENERAL LIABILITY CLAIMS MADE I, 1i OCCUR 35363950 11 / 3 0/ O 1 11 / 3 0/ 0 2 1 EACH OCCURRENCE $1 0 0 0, 000 FIRE DAMAGE (Any one fire) $1 , O O O , 00 O MED EXP (Any one person) PERSONAL & ADV INJURY S 1 0 , 000 $1 0 0 0,000 GENERAL AGGREGATE $2 000,000 PRODUCTS -COMP/OP AGG $1 000,000 GEN'L AGGREGATE LIMITAPPLIES PER: POLICY JECT LOC B AUTOMOBILE LIABILITY ANY AUTO ALL OWNED AUTOS SCHEDULED AUTOS HIRED AUTOS NON -OWNED AUTOS — --- 73248555 APP eV v 1 DATE 016 11 / 3 0/ 0 1 ANA E 1 1/ 3 0/ 0 2 i COMBINED SINGLE LIMIT (Ea accident) $1 000,000 r i BODILY INJURY (Per person) $ BODILY INJURY (Per accident) X - X PROPERTY DAMAGE (Pair accident) �$ -- -- - PBE AGE LIABILITY ANY AUTO WAIVER N/A YES 0 AUTOONLY- E_AACCIDENT $ OTHER THAN EA ACC AUTO ONLY: AGG $ $ C ESS LIABILITY CLAIMS MADE DEDUCTIBLE RETENTION $ WORKERS COMPENSATION AND EMPLOYERS' LIABILITY 7 9 7 7 4 0 8 0 7162435 1 1/ 30/01 1 1/ 3 0/ 0 1 11/30/02 1 1/ 3 0/ 0 2 EACH OCCURRENCE $10, 00 0, 0 OOCCUR AGGREGATE $1 0 000, O O $ WC STATU- OTH- 1 X TORY LIMITS ER , $ E.L. EACH ACCIDENT $ 5 0 0, 0 0 0 E.L. DISEASE -EA EMPLOYEE $5 0 0 , 000 _ I$ 5 0 0, 0 0 0 E.L. DISEASE - POLICY LIMIT OTHER DESCRIPTION OF OPERATIONS/LOCATIONS/VEHICLES/EXCLUSIONS ADDED BY ENDORSEMENT/SPECIAL PROVISIONS Monroe County Board of Commissioners is named as additional insured as their interests may appear. DMUNa. Monroe County Risk Management 5100 College road Key West, FL 33040 SHOULD ANYOFTHE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORETHE EXPIRATION DATE THEREOF, THE ISSUING INSURER WILL ENDEAVOR TO MAIL �; 0 DAYSWRITTEN NOTICETOTHE CERTIFICATE HOLDERNAMED TOTHE LEFT, BUTFAILURE TODOSOSHALL IMPOSE NO OBLIGATION OR LIABILITY OF ANY KIND UPON THE INSURERJTS AGENTS OR AUTHORIZED REPRESENTA 1988 IMPORTANT If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must be endorsed. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). DISCLAIMER The Certificate of Insurance on the reverse side of this form does not constitute a contract between the issuing insurer(s), authorized representative or producer, and the certificate holder, nor does it affirmatively or negatively amend, extend or alter the coverage afforded by the policies listed thereon. ACORD25-S(7/97)2 of 2 #S219029/M218906 Client#: 203700 1 Uf3LIrINAN DATE ACORDTM CERTIFICATE OF LIABILITY INSURANCE F 11129102D ) PRODUCER THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION Commerce National Insurance ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE 1701 Route 70 East HOLDER. THIS CERTIFICATE DOES NOT AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. P.O. Box 2060 Cherry Hill, NJ 08034 INSURERS AFFORDING COVERAGE NAIC # INSURED INSURER A: Great Northern Insurance Company 20346 Public Financial Management, Inc. INSURER B: Federal Insurance Company Two Logan Square Suite 1600 INSURERC: Pacific Indemnity Company 18th & Arch Streets INSURER D: Philadelphia, PA 19103-2770 INSURER E: rnvoonr_oc THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. AGGREGATE LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. LTR NSR TYPE OF INSURANCE POLICY NUMBER POLICY EFFECTIVE DATE MM/DD/YY POLICY EXPIRATION DATE MM/DD/YY LIMITS A GENERAL LIABILITY X COMMERCIAL GENERAL LIABILITY CLAIMS MADE ' ^1 OCCUR 35363950 11/30/02 11/30/03 EACH OCCURRENCE $1 000 000 PREM�MAGE TO RENTED rrence) $1 000 000 MED EXP (Any one person) $10 000 PERSONAL & Auv iNJURY $1 000 000 GENERAL AGGREGATE $2 000 000 GEN'L AGGREGATE LIMIT APPLIES PER: POLICY X PRO LOC JECT PRODUCTS - COMP/OP AGG $1 00O 000 B AUTOMOBILE LIABILITY ANY AUTO ALL OWNED AUTOS SCHEDULED AUTOS HIRED AUTOS NON -OWNED AUTOS 73248555 pp�� AND V eV D 1 DATE WAIVER IVfPROPERTY 11/30/02 I LMAOGEMENT ____YES_ 11/30/03 COMBINED SINGLE LIMIT (Ea accident) $1 ,000 ,000 BODILY INJURY (Per person) $ X BODILY INJURY (Per accident) $ X DAMAGE (Per accident) $ GARAGE LIABILITY ANY AUTO 01 ` , i C� ) AUTO ONLY - EA ACCIDENT $ OTHER THAN EA ACC AUTO ONLY: AGG $ $ B EXCESS/UMBRELLA LIABILITY X OCCUR CLAIMS MADE DEDUCTIBLE X RETENTION $ 0 79774080 11/30/02 11/30/03 EACH OCCURRENCE $10 000 000 AGGREGATE $10 000 000 $ $ C WORKERS COMPENSATION AND EMPLOYERS' LIABILITY ANY PRCPRiETOR/PARTNER/EX=CUTIVE OFFICER/MEMBER EXCLUDED? If yes, describe under SPECIAL PROVISIONS below 71642435 11/30/02 11/30/03 X WCY STATU- OTH- I T E.L. EACH ACCIDENT $500,000 F.L. DISEASE - EA EMPLOYEE s500,000 -- --- E.L. DISEASE - POLICY LIMIT s500,000 OTHER DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES / EXCLUSIONS ADDED BY ENDORSEMENT / SPECIAL PROVISIONS Monroe County Board of Commissioners is named as additional insured as their interests may appear. ✓I C e. It Monroe County Risk Management 5100 College road Key West, FL 33040 SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, THE ISSUING INSURER WILL ENDEAVOR TO MAIL An DAYS WRITTEN NOTICE TO THE CERTIFICATE HOLDER NAMED TO THE LEFT, BUT FAILURE TO DO SO SHALL IMPOSE NO OBLIGATION OR LIABILITY OF ANY KIND UPON THE INSURER, ITS AGENTS OR ACORD 25 (2001/08) 1 of 2 #S297544/M297412 AUTHORIZED REP TION 1988 Client#• 203700 PUBLIFINAN ACORD- CERTIFICATE OF LIABILITY INSURANCE F1118103D/YYYY) PRODUCER Commerce Insurance Services THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AMEND, EXTEND OR 1701 Route 70 East ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. P.O. Box 2060 Cherry Hill, NJ 08034 INSURERS AFFORDING COVERAGE NAIC # INSURED Public Financial Management, Inc. Two Logan Square Suite 1600; 18th & INSURERA: Great Northern Insurance Company 20303 INSURER B: Federal Insurance Company 20281 INSURERC: Pacific Indemnity Company 20346 Arch Streets Philadelphia, PA 19103-2770 INSURER D: INSURER E: COVERAGES THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. AGGREGATE LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSRDD LTR NSR TYPE OF INSURANCE POLICY NUMBER POUCY EFFECTIVE DATE MMIDD/YY POLIEXPIRATION DATECY MM/DD LIMITS A GENERAL LIABILITY 35363950 11/30/03 11 /30104 EACH OCCURRENCE $1 000 000 DAMAGE TO RENTED irrence) $1 OLIO 000 X COMMERCIAL GENERAL LIABILITY CLAIMS MADE FX-1 OCCUR MED EXP (Any one person) $1 O 000 PERSONAL & ADV INJURY $1 000 000 GENERAL AGGREGATE s2,000,000 [GEN-L AGGREGATE LIMIT APPLIES PER: PRODUCTS - COMP/OP AGG $ POLICY 7X PRCOT- LOC B AUTOMOBILE LIABILITY ANY AUTO 73248555 11/30/03 11/30/04 COMBINED SINGLE LIMIT (Ea accident) $1,000,000 BODILY INJURY (Per person) $ ALL OWNED AUTOS SCHEDULED AUTOS BODILY INJURY (Per accident) $ X HIRED AUTOS X NON -OWNED AUTOS APP B BY K MAN M PROPERTY DAMAGE (Per accident) $ GARAGE LIABILITY DATE ? AUTO ONLY - EA ACCIDENT $ OTHER THAN EA ACC ONLY: AGG $ 1 EANY AUTO WAIVER A v .DYES, -AUTO $ B EXCESS/UMBRELLA LIABILITY 79774080 11/30/03 11/30/04 EACH OCCURRENCE $1000O 000 X OCCUR CLAIMS MADE AGGREGATE $10 000 000 $ t DEDUCTIBLE $ $ X RETENTION $ 0 C WORKERS COMPENSATION AND 71642435 11/30/03 11/30/04 X OR LIMITS ER EMPLOYERS' LIABILITY ANY PROPRIETOR/PARTNER/EXECUTIVE OFFICER/MEMBER EXCLUDED? d, t 4--�A E.L. EACH ACCIDENT $500,000 E.L. DISEASE - EA EMPLOYEE $500,000 If yes, describe under SPECIAL PROVISIONS below d E.L. DISEASE - POLICY LIMIT $500,000 OTHER DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES / EXCLUSIONS ADDED BY ENDORSEMENT / SPECIAL PROVISIONS Monroe County Board of Commissioners is named as additional insured as their interests may appear. Monroe County Risk Management 5100 College road Key West, FL 33040 SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, THE ISSUING INSURER WILL ENDEAVOR TO MAIL _ n DAYS WRITTEN NOTICE TO THE CERTIFICATE HOLDER NAMED TO THE LEFT, BUT FAILURE TO DO SO SHALL IMPOSE NO OBLIGATION OR LIABILITY OF ANY KIND UPON THE INSURER ITS AGENTS OR ACORD 25 (2001/08) 1 of 2 #S356253/M355877 KWC 0 ACORD CORPORATION 1988 cuenyc zusiuu PUBLIFINAN ACORDTM CERTIFICATE OF LIABILITY INSURANCE 1DATE (M1 /29/1/29/M/DD/YYYY) 04 PRODUCER THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION Commerce Insurance Services ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE 1701 Route 70 East HOLDER. THIS CERTIFICATE DOES NOT AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. P.O. Box 2060 Cherry Hill, NJ 08034 INSURED Public Financial Management, Inc. Two Logan Square Suite 1600; 18th & Arch Streets Philadelphia, PA 19103-2770 INSURERS AFFORDING COVERAGE NAIC # INSURER A: Great Northern Insurance Company 20303 INSURER B: Federal Insurance Company 20281 INSURER C: Pacific Indemnity Company 20346 INSURER D: INSURER E: THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. AGGREGATE LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR LTR ADD' NSR TYPE OF INSURANCE POLICY NUMBER POLICY EFFECTIVE DATE MM/DDlYY POLICY EXPIRATION DATE MM/DD/YY LIMITS A GENERAL LIABILITY 35363950 11/30/04 11/30/05 EACH OCCURRENCE $1,000,000 X COMMERCIAL GENERAL LIABILITY CLAIMS MADE 51OCCUR DAMAGE TOE ENTED n $1 00O 0OO MED EXP (Any one person) $1 Q 000 PERSONAL & ADV INJURY $1,000,000 --- _ GENERAL AGGREGATE $2 000 000 GEN'L AGGREGATE LIMIT APPLIES PER: POLICY X PRO- JECT X LOC PRODUCTS - COMP/OP AGG $Included B AUTOMOBILE LIABILITY ANY AUTO 73248555 11/30/04 11/30/05 COMBINED SINGLE LIMIT (Ea accident) $1,000,000 ALL OWNED AUTOS SCHEDULED AUTOS Y pl NA - (A ct BODILY INJURY (Per person) $ X HIRED AUTOS NON -OWNED AUTOS - -- a � DATE__..._.__ -. _ ---" . __ ____.-,�_ BODILY INJURY (Per accident) $ X PROPERTY DAMAGE (Per accident) $ ---------`-- � 11i�>•-;. ;.�ri _..... ` '- r GARAGE LIABILITY AUTO ONLY - EA ACCIDENT $ ANY AUTO OTHER THAN EA ACC $ $ $10 000 000 B EXCESS/UMBRELLA LIABILITY X OCCUR CLAIMS MADE 79774080 11/30/04 CC 11/30/05 AUTO ONLY: AGG EACH OCCURRENCE AGGREGATE $10 000 000 C DEDUCTIBLE X RETENTION $ 0 WORKERS COMPENSATION AND EMPLOYERS' LIABILITY 71642435 11/30/04 11/30/05 1 X lvG STATU- OTii- E.L. EACH ACCIDENT $1,000,000 ANY PROPRIETOR/PARTNER/EXECUTIVE OFFICER/MEMBER EXCLUDED? E.L. DISEASE - EA EMPLOYEE $1,000,000 If yes, describe under SPECIAL PROVISIONS below OTHER E.L. DISEASE - POLICY LIMIT $1,000,000 DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES / EXCLUSIONS ADDED BY ENDORSEMENT / SPECIAL PROVISIONS Workers Compensation Coverage Excluded for the Following Monopolistic States: North Dakota, Ohio, Washington, West Virginia and Wyoming A.M Best Rating: (2 a/�f . r" �'J a r� Ge_ (See Attached Descriptions) VV CFRTIGI!`ATF uni nco Monroe County Risk Management 5100 College road Key West, FL 33040 SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, THE ISSUING INSURER WILL ENDEAVOR TO MAIL 'I0_ DAYS WRITTEN NOTICE TO THE CERTIFICATE HOLDER NAMED TO THE LEFT, BUT FAILURE TO DO SO SHALL IMPOSE NO OBLIGATION OR LIABILITY OF ANY KIND UPON THE INSURER, ITS AGENTS OR REPRESENTATIVES. ACORD 25 f2nnl/nR% , '4 CXH 0 ACORD CORPORATION 1988 DESCRIPTIONS (Continued from Page 1) Great Northern Insurance Company:A++(Superior)Financial Size Category XV ($26illion) Federal Insurance Company: A++(Superior)Financial Size Category XV ($213illion) Pacific Insurance Company: A++(Superior)Financial Size Category XV ($213illion) Monroe County Board of Commissioners is named as additional insured as their interests may appear. AMR 94 Q l9nM/na\ v v• v 1rVTLV1 JV/I.I�fL �JVJ Client*: 203700 ACORD- CERTIFICATE OF LIABILITY INSURANCE „ @9/ 5D"Y"' PRODUCER THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION Commerce Insurance Services ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE One Commerce Square 2005 Market Street 2nd Floor HOLDER. THIS CERTIFICATE DOES NOT AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. Philadelphia, PA 19103 INSURERS AFFORDING COVERAGE NAIL INSURED Public Financial Management, Inc. Two Logan Square Suite 1600; 18th & Arch Streets Philadelphia, PA 19103-2770 INSURER A: Great Northern Insurance Company 20303 INSURER B: Federal Insurance Company 20281 INSURER C: Pacific Indemnity Company 20346 INSURER D:INSURER E: THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUGO TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. AGGREGATE LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. LTR rNR9 TYPE OF INSURANCE POLICY NUMBERDATE POLICY EFFECTIVE (MMIDDIrn POLICY EXPIRATION DATE IMMMDrM 11/30/06 LIMITS A GENERAL LIABILITY 35363950 11/30/05 EACH OCCURRENCE $1 O O 000 X COMMERCIAL GENERAL LIABILITY CLAIMS MADE O OCCUR DAMAGE TO RENTED FS.(EE.000IGaDC f1 OO OOO MED EXP (Any one Parson) $1 Q 000 PERSONAL A ADV INJURY $1 000 000 GENERAL AGGREGATE s2 000 OOO OENL AGGREGATE LIMIT APPLIES PER: POLICY X PRO- X I LOC PRODUCTS - COMP/OP AGO sIncluded B AUTOMOBILE LIABILITY ANY AUTO 73248555 11/30/05 11/30/06 COMBINED SINGLE LIMIT (Ea accident) 1,000 $,000 ALL OWNED AUTOS SCHEDULED AUTOS BODILY INJURY (Par Pawn) _ X HIRED AUTOS X NON-OWNEDAUTOS BODILY INJURY (Per accident) S PROPERTY DAMAGE (Per accklent) _ GARAGE LIABILITY AUTO ONLY - EA ACCIDENT $ OTHER THAN EA ACC AUTO ONLY: AGG S ANY AUTO $ B EXCESSIUMBRELLA LIABILITY X OCCUR 7 CLAIMS MADE 79774080 11/30/05 11/30/06 EACH OCCURRENCE $1 0000000 AGGREGATE $10 000 000 S DEDUCTIBLE X RETENTION so S S Ci WORKERS COMPENSATION AND EM►LOYERS' LIABILITYLIMITS 71642435 11/30/05 11/30/06 X WC STATU- OTH- E.L. EACH ACCIDENT $1 000 000 ANY PROPRIETOR/PARTNER/EXECUTIVE OFFICER/MEMBER EXCLUDEDI If yes, describe underE.L. SPECIAL PROVISIONS below DISEASE - EA EMPLOYEE $1 OOO OOO E.L. DISEASE - POLICY LIMIT $1 000 000 OTHER DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES / EXCLUSIONS ADDED BY ENDORSEMENT I SPECIAL PROVISIONS Monroe County Board of Commissioners is named as additional Insured as their Interests 1Vl 4N,q G ` r iP:' may appear. ;.� ".__.- -aix Workers Compensation Coverage Excluded for the Following Monopolistic States:TL v -_ (See Attached Descriptions) Monroe County Risk Management P.O. BOX 1026 Key West, FL 33041-1026 ACORD 25 (2001/08)1 of 3 #S506846/M503126 SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, THE ISSUING INSURER WILL ENDEAVOR TO MAIL A0_. DAYS WRITTEN NOTICE TO THE CERTIFICATE HOLDER NAMED TO THE LEFT, BUT FAILURE TO DO SO SHALL IMPOSE NO OBLIGATION OR LIABILITY OF ANY KIND UPON THE INSURER, ITS AGENTS OR LYJ a ACORD CORPORATION 1858 4( �Henw, asa[a PUBLFI ACORD- CERTIFICATE OF LIABILITY INSURANCE PRODUCER THIS CERTIFICATE IS ISSUED AS A MAT Frank Crystal & Co., Inc. Y D CONFERS NO RIGHTS UPON Financial Square II !! ,_ i+` [� HOLDE . THIS CERTIFICATE DOES NOT 32 Old Slip i t: '._. I ALTER HE COVERAGE AFFORDED BY u New York, NY 10005 DATE (MWDD/ Y) 11/27/06 OR INSURER! AFFORDING COVERAGE NAIC # INSURED DEC 1 Public Financial Managam nt, In INS 'RERA: 3reat Northern Ins. Co. Two Logan Square, Suite 600; 1 th and INSURERS ederal Insurance Company ILM9a ERG: Pacific Indemnity Co. Philadelphia, PA 19103�'� INSURER D. than Harbor Insurance Co. `T rnveewn« '- --' THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. AGGREGATE LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR DD- L TYPE OF INSURANCE POLICY NUMBER POLICY EFFECTIVE 11/30/06 POLICY EXPIRATION 11/30/07 LIMITS A X GENERAL LIABILITY X COMMERCIAL GENERAL LIABILITY CLAIMS MADE a OCCUR 35363950 EAO40CCURRENCE E1 OOOOOO DAMAGE TO RENTED $1 DDD DDD MED EXP (Any one person) $10 O00 PERSONAL BADV IN JURY $1 DOD 000 GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL ETE AGGRGA $2 000 00 D PRODUCTS-COMI PAGI alncluded PRO- LOC POLICY B X AUTOMOBILE LIABILITY ANY AUTO 73248555 11/3 r 11/30/07 COMBINED SINGLE LIMIT (Ea accident) $1,000,000 ALL OWNED AUTOS X BODILY INJURY (Par person) $ SCHEDULED AUTOS HIRED AUTOS - BODILY INJURY (PerecCtlent) $ X NON -OWNED AUTOS '( PROPERTY DAMAGE (Per accident) $ GARAGE LIABILITY ANY AUTO AUTO ONLY - EA ACCIDENT $ OTHER THAN EA ACC AUTO ONLY: AGG EACH OCCURRENCE $ B X EXCESSMMBRELULMSILRY X OCCUR CLAIMS MADE 79774080 CC 1 11/30/06 11/30/07 $ $1O DDD DDD AGGREGATE $10 000 000 $ DEDUCTIBLE �"� RETENTION ; C WORKERS COMPENSATION AND EMPLOYERS' LIABILITY 71642435 11/30/0 6 N/30/07 �( WC STAN- OTH- $ ANY PROPRIETOR/PARTNER/EXECUTIVE OFFICERIMEMBER EXCLUDED] E.L. EACH ACCIDENT $1000000 El. DISEASE - EA EMPLOYEE $1 00O 000 It yes, descnins under SPECIAL PROVISIONS below E.L.E-POLICY LIMIT $1 OOD OOO E15,000000,000 $500,000 Retention D OTHER Professional Liability ELU09526406 11/30/06 11/30/07 DESCRIPTION OF OPERATIONS I LOCATWNS , VEHICLES I EXCLUSIONS ADDED BY ENDORSEMENT/ SPECIAL PROVISIONS It is hereby understood and agreed that Monroe County Board of Commissioners is named as Additional Insureds as their interest may appear. CC = T l Y,-Q n C CERTIFICATE HOLDER Monroe County Risk Management P.O. Box 1026 Key West, FL 33041-1026 SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, THE ISSUING INSURER WILL ENDEAVOR TO MAIL 1111 DAYS WRITTEN NOTICE TO THE CERTIFICATE HOLDER NAMED TO THE LEFT, BUT FAILURE TO DO SO SHALL IMPOSE NO OBLIGATION OR LIABILITY OF ANY KIND UPON THE INSURER, ITS AGENTS OR ACORD 25 (2001/08) 1 of 2 #M194782 weI —1 - I TMB o ACORD CORPORATION 1988 CI' t#: 39328 PUBLFI lan ACORD,. CERTIFICATE OF LIABILITY INSURANCE 02/05/08 WDDN"" PRODUCER Frank Crystal 8r Co., Inc. Financial Square 32 Old Slip RECEI New York, NY 10005 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. ERS AFFO DING COVERAGE NAIC # INSURED Public Financial Management, I Two Logan Square, Suite 1600 FEB 1 18th and Arch Streets Philadelphia, PA 19103 INSu rea Northern Ins. Co. w3URER B. edr I Insurance Company R c: Pacifi Indemnity Co. INSURER 0: PER E: NN THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISS MED ABOVE OR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT W TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. AGGREGATE LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. LTR NSR TYPE OF INSURANCE POLICY NUMBER POLICYEFFECTIVE T MMID ITY POLICY EXPIRATION MM DDIYY LIMITS A GENERAL LIABILITY X COMMERCIAL GENERAL LIABILITY CLAIMS MADE a OCCUR 35363950 11/30/07 11/30/08 EACH OCCURRENCE $1000000 DAMAGE TO Ra occurrence) ENTED $1,000,000 MED EXP (Any one person) $10 000 PERSONAL & ADV INJURY $1,000,000 GENERAL AGGREGATE $2 000 000 GEN'L AGGREGATE LIMIT APPLIES PER: POLICY JECT LOC PRODUCTS - COMPIOP AGG $Included B AUTOMOBILE LIABILITY ANY AUTO ALL OWNED AUTOS SCHEDULED AUTOS HIRED AUTOS NON-OWNEDAUTOS 73248555 I/ _✓l 11/30107 I: y'.` ' %� 11130108 __ COMBINED SINGLE LIMIT (Ea accident) $1,000,000 BODILY INJURY (Per person) $ X BODILY INJURY (Per accident) $ X PROPERTY DAMAGE (Per acudenl) $ ._V_�_---� GARAGE LIABILITY ANY AUTO AUTO ONLY - EA ACCIDENT $ OTHER THAN EA ACC AUTO ONLY: AGO $ $ B EXCESSIUMBRELLA LIABILITY X OCCUR CLAIMS MADE DEDUCTIBLE RETENTION $ 79774080 yq / l C 11/30/07 11130108 EACH OCCURRENCE $10000000 AGGREGATE $10 000 000 $ $ $ C WORKERS COMPENSATION AND EMPLOYERS' LIABILITY ANY PROPRIETORIPARTNEWEXECUTIVE OFFICERIMEMBER EXCLUDED? If yes, describe under SPECIAL PROVISIONS be. 71642435 11130107 11/30/08 U- OTH- X WC STATITS E.L. EACH ACCIDENT $1 000,000 E.L. DISEASEEAEMPLOYEE $1,000,000 E.L. DISEASE -POLICY LIMIT $1,000,000 OTHER DESCRIPTION OF OPERATIONS I LOCATIONS I VEHICLES I EXCLUSIONS ADDED BY ENDORSEMENT I SPECIAL PROVISIONS RE: Financial Advisory Services It is hereby understood and agreed that Monroe County Board of Commissioners is named as Additional Insureds with respect to General (See Attached Descriptions) Monroe County Board of County Commissioners 1100 Simonton Street Key West, FL 33040-1026 OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION THE ISSUING INSURER WILL R9 )§MRRR MAIL 30_ DAYS WRITTEN TO THE CERTIFICATE HOLDER NAMED TO THE ACORD 25 (2pl/08) 1 of 3 #M232384 JDM o ACORD CORPORATION 1988 Client#: 39328 PUBLFI ACORDTM CERTIFICATE OF LIABILITY INSURANCE 11/18/08 DIYYVY) PRODUCER Frank Crystal & Co., Inc. Financial Square THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. 32 Old Slip New York, NY 10005 INSURERS AFFORDING COVERAGE NAIC # INSURED Public Financial Management, Inc. Two Logan Square; Suite 1600 18th and Arch Streets Philadelphia, PA 19103 INSURER A: Great Northern Ins. Co. INSURER B Federal Insurance Company wsuRER c Pacific Indemnity Co. INSURER D: INSURER E: COVERAGES THE POLICIES OF INSURA14CE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. AGGREGATE LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. LTR NSR TYPE OF INSURANCE POLICY NUMBER POLICY EFFECTIVE DATE MNAI Y POLICY EXPIRATION DATE MMIDD Y LIMITS A GENERAL LIABILITY 35363950 11/30/08 11/30/09 EACH OCCURRENCE $1000000 X COMMERCIAL GENERAL LIABILITY DAMAGE TO RENTED PREMISES Ea murrance) s1000000 CLAIMS MADE 51OCCUR MED EXP(Any one comes) $10000 PERSONAL B ADV INJURY $1000000 GENERAL AGGREGATE s2,000,000 GEN'L AGGREGATE LIMIT APPLIES PER PRODUCTS - COMPIOP AGG $Included X POLICY `E� LOC B AUTOMOBILE LIABILITY ANY AUTO 73248555 1 11/30/09 COMBINED SINGLE LIMIT (Ea accident) a1,QQQ,QQQ , ALL OWNED AUTOS SCHEDULED AUTOS BODILY INJURY (Per person) $ X BODILY INJURY (PeraocdenB $ HIRED AUTOS NON -OWNED AUTOS .. �'' X PROPERTY DAMAGE (Per accident) $ GARAGE LIABILITY AUTO ONLY-EAACCIDENT$ OTHER THAN EA ACC $ ANY AUTO P LW $ AUTO ONLY'. AGG B E%CESSIUMBRELLALIABILITY 79774080 11/30/08 11/30/09 EACH OCCURRENCE $10000000 X OCCUR CLAIMS MADE A,, REGATd $10 000 QQQ $ DEDUCTIBLE CC $ RETENTION $ C WORKERS COMPENSATION AND 71642435 11/30/08 11130/09 X WCSTATU- oTR- EL EACH ACCIDENT $1,000 QQQ EMPLOYERS'LIABILITY ANY PROPRIETORIPARTNE RIEXECUTIVE EL. DISEASE EA EMPLOYEE $1,000,000 OFFICERIMEMBER EXCLUDED' If yes, describe under SPECIAL PROVISIONS bdIox EL. DISEASE-POLICYLIMIT 1$1,000,000 OTHER DESCRIPTION OF OPERATIONS I LOCATIONS I VEHIC LES I EXCLUSIONS ADDED BY ENDORSEMENT/ SPECIAL PROVISIONS RE: Financial Advisory Services It is hereby understood and agreed that Monroe County Board of Commissioners is named as Additional Insureds with respect to General (See Attached Descriptions) Monroe County Board of County Commissioners 1100 Simonton Street Key West, FL 33040-1026 LD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION THEREOF, THE ISSUING INSURER WILL KII00 RRRRMAIL 10_ DAYS WRITTEN TO THE CERTIFICATE HOLDER NAMED TO THE LEFT AUTHORIZED ACORD 25 (2001/OS) 1 of 3 #M256563 JDM © ACORD CORPORATION 1988 IMPORTANT If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must be endorsed. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). DISCLAIMER The Certificate of Insurance on the reverse side of this form does not constitute a contract between the issuing insurer(s), authorized representative or producer, and the certificate holder, nor does it affirmatively or negatively amend, extend or alter the coverage afforded by the policies listed thereon. ACORD 25-S (2001/08) 2 of 3 #M256563 DESCRIPTIONS (Continued from Page 1) Liability coverage and Won -Owned & Hired Automobile coverage only. Workers Compensation - Evidence of coverage only AMS 251120011081 1 of 1 HU12565M Liability Insurance Endorsement Policy Period NOVEMBER 30, 2008 TO NOVEMBER 30, 2009 Effective Date NOVEMBER 30, 2008 Policy Number 3536-39-50 DTO Insured PUBLIC FINANCIAL MANAGEMENT, INC Name of Company GREAT NORTHERN INSURANCE COMPANY This Endorsement applies to the following forms: GENERAL LIABILITY Who Is An Insured Designated Person or Organization Under Who Is An Insured, the following provision is added: Any person or organization designated below is an insured; but they are only insureds with respect to liability arising out of your operations or premises owned by or rented to you. Designated Person or 0manization Monroe County Board of Commissioners 1100 Simonton Street Key West, FL 33040-1026 Liability Insurance Additional Insured- State or Political Subdivision- Permits 90-02-2306 (Rev. 4-01) Endorsement Policy No. (08)7324-85-55 ENDORSEMENT Named Insured PUBLIC FINANCIAL MANAGEMENT INC Effective Date:11-30-08 12:01 A.M., Standard Time Agent Name FRANK CRYSTAL & CO INC. Agent No.63181-000 ADDITIONAL INSURED Non -Owned & Hired Automobile Policy It is hereby understood and agreed that effective November 30, 2008,the policy is amended to include the following Additional Insured: Monroe County Board of County Commissioners 1100 Simonton Street Key Vest, FL 33040 16-02-0210 (Ed. 1-01) CERTIFICATEINSURANCE DATE (MM/DD/YYYY OF LIABILITY ) PRODUCER Phone : 212 - 3 4 4- 2 4 4 4 Fax : 212 - 5 0 9 -12 9 2 THIS CERTIFICATE IS IS11 18 2 0 0 9 Frank Crystal & Co., Inc . ONLY AND CONFERS NOERIGS A MATTER OF INFORMATION Financial Square HOLDER. THIS CERTIFICATE DOES NOT THE END9CERTIFICATE 32 Old Slip ALTER THE COVERAGE AFFORDED BYTHEPOLICIESBELOW. EXTEND OR New York NY 10005 RE ' - INSURED I REt A FFORDI G COVERAGE NAIC # Public Financial Management, Inc. INSURER A:Federal nsurance Company 20281 Two Logan Square, Suite 1600 �� uNSIJRE ea No thern Ins . Co. 20303 18th and Arch Streets INSURE Philadelphia PA 19103 INSURER D: COVERAGES 40 THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE' INS���� UOVE NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT ORDOTHER DOCUMENTFOR THE POLICY PERIOD INDICATED. CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBE RESPECT TO WHICH THIS TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. AGGREGATE LIMITS SHOWN MAY HAVE BEEN DESCRIBED HEREIN IS SUBJECT TO ALL THE INSR DD' REDUCED BY PAID CLAIMS. TYPE OF INSURANCEPOLICY NUMBER POLICY EFFECTIVE POLICY EXPDATE (M-MIDIRATION B GENERAL LIABILITY LIMITS 35363950 DATE (MMIDDNM)11/30/2009 11/30/2010 EACH OCCURRENCE $1,000,000 X COMMERCIAL GENERAL LIABILITY DAMAGE TO RENTED CLAIMS MADE k:1 OCCUR PREMISES Ea occurrence $ 1 0 0 0 0 0 0 MED EXP (Any one person) $ 10 0 0 0 PERSONAL & ADV INJURY $ 1 0 0 0 0 0 0 GEN'L AGGREGATE LIMIT APPFLIES PER: GENERAL AGGREGATE $ 2 0 0 00 0 0 F-1PRODUCTS X POLICY PRO- - COMP/OP AGG $ Included LOC A AUTOMOBILE LIABILITY 73248555 ANY AUTO ALL OWNED AUTOS SCHEDULED AUTOS X HIRED AUTOS X NON -OWNED AUTOS GARAGE LIABILITY 7 ANY AUTO A I I EXCESS / UMBRELLA LIABILITY 79774080 X OCCUR [::] CLAIMS MADE DEDUCTIBLE RETENTION $ B WORKERS COMPENSATION AND EMPLOYERS' LIABILITY Y/ N 71642435 ANY PROPRIETOR/PARTNER/EXECUTIVE OFFICER/MEMBER EXCLUDED? (Mandatory in NH) If yes, describe under SPECIAL PROVISIONS below OTHER 11/30/2009 11/30/2010 COMBINED SINGLE LIMIT $ tl-\ (Ea accident) 1,,0 0 0, 0 0 0 BODILY INJURY $ r (Per person) BODILY INJURY $ (Per accident) PROPERTY DAMAGE $ (Per accident) r AUTO ONLY - EA ACCIDENT $ OTHER THAN EA ACC $ AUTO ONLY: AGG $ 11/30/2009 11/30/2010 EACH OCCURRENCE $ 10 000 000 0"U I - AGGREGATE $ 1 0 0 0 0 0 11/30/2009 11/3 /2010 X WCCSTATU- OTH- $ _Y LIMITS ER E.L. EACH ACCIDENT $ 1 0 0 0 0 0 0 E.L. DISEASE - EA EMPLOYEE $ 1,000,000 E.L. DISEASE - POLICY LIMIT $ 1 . () n n n n n DESCRIPTION OF OPERATIONS 1 LOCATIONS /VEHICLES / EXCLUSIONS ADDED BY ENDORSEMENT / SPECIAL PROVISIONS E: Financial Advisory Services It is hereby understood and agreed that Monroe County s Additional Insureds with respect to General Liability coverage and Non -Owned & Hired Board of Commissioners is named orkers Compensation - Evidence of coverage only Automobile coverage only. CERTIFICATE HOLDER CANCELLATIO N SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, THE ISSUING INSURER WILL MTOLTHE LEFT. 30 DAYS WRITTEN NOTICE TO THE CERTIFICATE HOLDER Monroe County; Board of County NAMED Commissioners 1100 Simonton Street Key West FL 33040-1026 GG410*� AUTHORIZED REPRESENTATIVE . . ACORD 25 2009/01 � � '����► i � ©1988-2 009 ACORD CORPORATION. All rights reserved. The ACORD name and logo are registered marks of ACORD Liability Insurance Endorsement Policy Period NOVEMBER 30, 2009 TO NOVEMBER 30, 2010 Effective Date NOVEMBER 30, 2009 Policy Number 3 5 3 6-3 9-5 0 DTO Insured PUBLIC FINANCIAL MANAGEMENT, INC Name of Company GREAT NORTHERN INSURANCE COMPANY This Endorsement applies to the following forms: GENERAL LIABILITY Who Is An Insured Scheduled Person or Organization Under Who Is An Insured, the following provision is added: Subject to all of the terms and conditions of this insurance, any person or organization shown i the Schedule, acting pursuant to a written contract or agreement betty g n or organization, is an insured; but the are insureds g between you and such person y eds only with respect to liability arising out of your operations, or your premises, if you are obligated, pursuant to such contract or agreement, to provide them with such insurance as is afforded by this policy. However, no such person or organization is an insured with respect to any: assumption of liability by them in a contract or agreement. This limitation does not apply to the liability for damages for injury or damage, to which this insurance appliespp Y person or organization would have in the absence of such contract or agreement. damages arising out of their sole negligence. Scheduled Person or Or anization Monroe County Board of Commissioners 1100 Simonton Street Key West,FL33040-1026 All other terms and conditions remain unchanged. Liability Insurance Additional Insured- Scheduled Person Or Organization continued 80-02-2367 (Rev. 8-04) Endorsement Page 1 Policy No. (09)7324-85-55 ENDORSEMENT Named Insured PUBLIC FI NANC I AL MANAGEMENT INC Effective Date:11- 3 0 - 0 9 12:01 A.M., Standard Time Agent Name FRANK CRYSTAL & CO INC. Agent No. 6 3181- 0 0 0 ADDITIONAL INSURED Non —Owned & Hired Automobile Policy Subject to all of the terms and conditions of this insurance, any person or organization shown in the Schedule, acting pursuant to a written contract or agreement between you and such person or organization, is an insured; but they are insureds onlywith respect to liability p ty arising out of your operations, or your premises, if you are obligated, pursuant to such contract or agreement, to provide them with such insurance as is afforded by this policy. However, no such person or organization is an insured with respect to any: • assumption of liability by them in a contract or agreement. This limitation does not apply to the liability for damages for injury or damage, to which this insurance applies, that the person or organization would have in the absence of such contract or agreement. • damages arising out of their sole negligence Scheduled Person or Orizanization Persons or organizations that you are obligated, pursuant to written contract or agreement between you and such person or organization, to provide with such insurance as is afforded b this policy; but they are insureds only if and to the minimum extent that such contract or Y agreement requires the person or organization to be afforded status as an insured. However, no person or organization is an insured under this provision who is mores specifically described under any other provision of the Who Is An Insured section of this 1" p Y policy (regardless of any limitation applicable thereto). Monroe County Board of Commissioners 1100 Simonton Street Key West,FL33040-1026 All other terms and conditions remain unchanged. 16-02-0210 (Ed. 1.01) Ac �® CERTIFICATE OF LIABILITY INSURANCE DATE(MMIDD/10 PRODUCER 10 2 9 2 0 Phone: 212-344-2444 Fax: 212-509-1292 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION Frank Crystal & Co., Inc. ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE Financial Square HOLDER. ERTIFICATE DOES NOT AMEND, EXTEND OR 32 Old Slip R THE CO ERAGE AFFORDED BY THE POLICIES BELOW. New York NY 10005 R F INSUREIiS�FFOR ING COVERAGE NAIC # INSURED Public Financial Management, Inc. A! �! INsuRERAFe eraH urance Com an 0281 Two Logan Square, Suite 1600 ►�1Qy S Gr at ern Ins. Co. 0303 18th and Arch Streets INSURERC: Philadelphia PA 19103 _._ _INSIIRPR - B POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. ITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS IFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE S, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. AGGREGATE LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. IDD L VSR TYPE OF INSURAUU POLICY NUMBER POLICY EFFECTIVE POLICY EXPIRATION LIMITS . LIABILITY 35363950 MERCIAL GENERAL LIABILITY CLAIMS MADE J] OCCUR GEN'L AGGREGATE. LIMIT APPLIES PER: X POLICY PRO- LOC A AUTOMOBILE LIABILITY 73248555.�.--�"- ANY AUTO ALL OWNED AUTOS 6;9#i�„� SCHEDULED AUTOS X HIRED AUTOS I X NON -OWNED AUTOS GARAGE LIABILITY ANY AUTO A EXCESS/ U MBRELLA LIABILITY 79774080 L- X,_.j OCCUR CLAIMS MADE DEDUCTIBLE B WORKERS COMPENSATION YIN 71642435 AND EMPLOYERS' LIABILITY ANY PROPRIETOR/PARTNER/EXECUTIVE ❑ OFFICER/MEMBER EXCLUDED? (Mandatory in NH) If yes, describe under SPECIAL PROVISIONS belam OTHER 11/30/2010111/30/2011 EACH PREMISES Ea occurrence $ 1 0 0 0 0 0 0 MED EXP (Any one person) $ 10 0 0 0 PERSONAL B ADV INJURY $1 000,000 GENERAL AGGREGATE $ 2 O n n n O O PRODUCTS -COMP/OPAGG $ Inr1nriar9 11/30/2019 11/30/2011 COMBINED SINGLE LIMIT v (Ea accident) $ 1, 000,000 BODILY INJURY ..(Per person) $ BODILY INJURY $ (Per accident) PROPERTY DAMAGE $ (Per accident) AUTO ONLY - EA ACCIDENT $ OTHER THAN EA ACC $ AUTO ONLY: AGG $ 11/30/2010 11/30/2011 EACH OCCURRENCE $ AGGREGATE $ 11/30/2010 11/30/2011 X WRYTATT- OTH- E. L. EACH ACCIDENT $ E.L. DISEASE - EA EMPLOYIE $ E.L. DISEASE - POLICY LIMIT $ DESCRIPTION OF OPERATIONS I LOCATIONS / VEHICLES I EXCLUSIONS ADDED BY ENDORSEMENT / SPECIAL PROVISIONS '.E: Financial Advisory Services It is hereby understood and agreed that Monroe County Board of Commissioners is named Ls Additional Insureds with respect to General Liability Coverage and Non -Owned & Hired Automobile coverage only. Iorkers Compensation - Evidence of coverage only CANCELLATION 0 SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, THE ISSUING INSURER WILL MAIL 30 DAYS WRITTEN NOTICE TO THE CERTIFICATE HOLDER Monroe County; Board of County NAMED TO THE LEFT. Commissioners 1100 Simonton Street Key West FL 33040-1026 AUTHORIZED REPRESENTATIVE,q� t qit i ACORD 25 (2009101) ©1988-2009 ACORD CORPORATION. All rights reserved. The ACORD name and logo are registered marks of ACORD IMPORTANT If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must be endorsed. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate hoider in lieu of such endorsement(s). DISCLAIMER This Certificate of Insurance does not constitute a contract between the issuing insurer(s), authorized representative or producer, and the certificate holder, nor does it affirmatively or negatively amend, extend or alter the coverage afforded by the policies listed thereon. ACORD 25 (2009/01) Liability Insurance Endorsement Policy Period NOVEMBER 30, 2010 TO NOVEMBER 30, 2011 Effective Date NOVEMBER 30, 2010 Policy Number 3536-39-50 DTO Insured PUBLIC FINANCIAL MANAGEMENT, INC Name of Company GREAT NORTHERN INSURANCE COMPANY This Endorsement applies to the following forms: GENERAL LIABILITY Who Is An Insured Scheduled Person or Organization Under Who Is An Insured, the following provision is added: Subject to all of the terns and conditions of this insurance, any person or organization shown in the Schedule, acting pursuant to a written contract or agreement between you and such person or organization, is an insured; but they are insureds only with respect to liability arising out of your operations, or your premises, if you are obligated, pursuant to such contract or agreement, to provide them with such insurance as is afforded by this policy. However, no such person or organization is an insured with respect to any: assumption of liability by them in a contract or agreement. This limitation does not apply to the liability for damages for injury or damage, to which this insurance applies, that the person or organization would have in the absence of such contract or agreement. damages arising out of their sole negligence. Scheduled Person or, Organization Monroe County Board of Commissioners 1100 Simonton Street Key West, FL 33040-1026 All other terms and conditions remain unchanged. Liability Insurance Additional Insured- Scheduled Person Or Organization continued 80-02-2367 (Rev. 8-04) Endorsement Page 1 Policy No. (10)7324-85-55 ENDORSEMENT Named Insured PUBLIC FINANCIAL MANAGEMENT INC Effective Date:ll- 3 0 -10 12:01 A.M., Standard Time Agent Name FRANK CRYSTAL & CO INC. Agent No. 6 3181- 0 0 0 ADDITIONAL INSURED Non --Owned & Hired Automobile Policy Subject to all of the terms and conditions of this insurance, any person or organization shown in the Schedule, acting pursuant to a written contract or agreement between you and such person or organization, is an insured; but they are insureds only with respect to liability arising out of your operations, or your premises, if you are obligated, pursuant to such contract or agreement, to provide them with such insurance as is afforded by this policy. However, no such person or organization is an insured with respect to any: assumption of liability by them in a contract or agreement. This limitation does not apply to the liability for damages for injury or damage, to which this insurance applies, that the person or organization would have in the absence of such contract or agreement. damages arising out of their sole negligence Scheduled Person or Organization Persons or organizations that you are obligated, pursuant to written contract or agreement between you and such person or organization, to provide with such insurance as is afforded by this policy; but they are insureds only if and to the minimum extent that such contract or agreement requires the person or organization to be afforded status as an insured. However, no person or organization is an insured under this provision who is more specifically described under any other provision of the Who Is An Insured section of this policy (regardless of any limitation applicable thereto). Monroe County Board of Commissioners 1100 Simonton Street Key West, FL 33040-1026 All other terms and conditions remain unchanged. 16-02-0210 (Ed. 1-01) A� CERTIFICATE OF LIABILITY INSURANCE 4� �`M2 011 PRODUCER Phone: 212-344-2444 Fax: 212-509-1292 THIS QPRTIPIrA E IS ISSUED AS A MATTER OF INFORMATION Frank Crystal & Co., Inc. C TER F � GO FERS NO RIGHTS UPON THE CERTIFICATE Financial SquareI R. THIS ERTIFICATE DOES NOT AMEND, EXTEND OR 32 Old Slip THE CERAGE AFFORDED BY THE POLICIES BELOW. New York NY 10005 COVERAGE NAIC # INSURED /11rn 1 ASLtAyg)L Public Financial Management, Inc. INSURER B: Two Logan Square, Suite 1600 18th and Arch Streets MONRO Philadelphia PA 19103 RISK MAPI COVERAGES THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. AGGREGATE LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR ADDL TYPE OF INSURANCE POLICY NUMBER POLICY EFFECTIVE POLICY EXPIRATION LIMITS B GENERAL LIABILITY 35363950 11/30/2010 11/30/2011 EACH OCCURRENCE $ 1 000 0 X COMMERCIAL GENERAL LIABILITY CLAIMS MADE R:1 OCCUR DAMA RENTED PREMISES Ea occurrence) $1 0 0 0 0 0 0 MED EXP (Any one person) $ 10 0 0 0 PERSONAL & ADV INJURY $ j 0 0 Q 0 0 0 GENERAL AGGREGATE $ 2 0 0 0 0 0 0 GEN'LAGGREGATE LIMIT APPLIES PER: PRODUCTS -COMP/OPAGG $Included 7X POLICY PRO- LOC jECT A AUTOMOBILE LIABILITY ANY AUTO 73248555 11/3 0 11/30/2011 COMBINED SINGLE LIMIT (Ea accident) $ 1, 0 0 0, 0 0 0 BODILY INJURY (Per person) $ ALL OWNED AUTOS SCHEDULED AUTOS BODILY INJURY (Per accident) $ X X HIRED AUTOS NON -OWNED AUTOS I G CI i. PROPERTY DAMAGE (Per accident) $ GARAGE LIABILITY AUTO ONLY - EA ACCIDENT $ OTHER THAN EA ACC $ ANY AUTO $ AUTO ONLY: AGG A EXCESS/UMBRELLA LIABILITY X I OCCUR F1 CLAIMS MADE 79774090 11/30/2010 11/30/2011 EACH OCCURRENCE $ j0 00,000 AGGREGATE $ 10 0 0 0 0 0 0 $ $ DEDUCTIBLE $ RETENTION $ B WORKERS COMPENSATION AND EMPLOYERS' LIABILITY Y / N ANY PROPRIETOR/PARTNER/EXECUTIVE ❑ OFFICERIMEMBER EXCLUDED? 71739979 j j / / 2 0 11 1 / 1 / 2 012 VUC STATU- OTH- X E.L. EACH ACCIDENT $ 1 00O 000 E.L. DISEASE - EA EMPLOYEE $ j 0 0 Q 0 0 0 (Mandatory In NH) If yes, describe under SPECIAL PROVISIONS below , E.L. DISEASE - POLICY LIMIT $1,000,000 OTHER �r DESCRIPTION OF OPERATIONS 1 LOCATIONS I VEHICLES / EXCLUSIONS ADDED BY ENDORSEMENT I SPECIAL PROVISIONS E: Financial Advisory Services It is hereby understood and agreed that Monroe County Board of Commissioners is named s Additional Insureds with respect to General Liability coverage and Non -Owned & Hired Automobile coverage only. orkers Compensation - Evidence of coverage only 1pV`,�i1tn' --.r-rc I Irm m I r- nv1_uCR l+grvl.tLL A I Ivry 3 0 SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, THE ISSUING INSURER WILL MAIL 30 DAYS WRITTEN NOTICE TO THE CERTIFICATE HOLDER Monroe County; Board of County NAMED TO THE LEFT. Commissioners 1100 Simonton Street Key West FL 33040-1026 AUTHORIZED REPRESENTATIVE% 4 x , ACORD 25 (2009/01) ©1988-2009 ACORD CORPORATION. All rights reserved. The ACORD name and logo are registered marks of ACORD '4 CERTIFICATE OF LIABILITY I DATE(MMIDorfM) PRODUCER NSURANCE Phone: 212-344-2444 Fax: 212-509-1292 4 11 2011 E IS ISSUED AS A MATTER OF INFORMATION Frank Crystal & Co., Inc. - - FERS NO RIGHTS UPON THE CERTIFICATE Financial Square REC I R. THIS ERTIFICATE DOES NOT AMEND, EXTEND OR 32 Old Slip TER THE CO RAGE AFFORDED BY THE POLICIES BELOW. New York NY 10005 INSURED RS AFFO ING COVERAGE JNA4IC # Public Financial Management, Inc. B Federa Insurance Com an81 Two Logan Square, Suite 1600 INSURER B:G a r h rn In o.0 18th and Arch Streets MONRO MaRri Philadelphia PA 19103 RISK MA I INSURER E: B A POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. ITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS IFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED IiEREIN IS SUBJECT TO ALL THE S, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. AGGREGATE LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. DD' TYPE OF INRI ]RANCE POLICY NUMBER POLICY EFFECTIVE POLICY EXPIRATION LRAABILITY 35363950 RCIAL GENERAL LIABILITY AIMS MADE E OCCUR EGATE LIMIT APPLIES PER:PRO- LOC AUTOMOBILE LIABILITY 73248555 LGARAGE UTO WNED AUTOS ULED AUTOS AUTOS WNED AUTOS BILITY TO EXCESS/UMBRELLA LIABILITY 79774080 KIOCCUR CLAIMS MADE DEDUCTIBLE Ktl tNTDN $ B WORKERS COMPENSATION AND EMPLOYERS' LIABILITY Y/ N 717 3 9 9 7 9 ANY PROPRIETOR/PARTNER/EXECUTIVE ❑ OFFICER/MEMBER EXCLUDED? (Mandatory In NHI OTHER 11/30/2010111/30/2011 EACH OCCURRENCE $ MED EXP (Any one person) I $ PERSONAL& ADVINJURY Is rnvvwia-UJMP/OP AGG $ Included �2 11/3 -010 11/30/2011 COMBINED SINGLE LIMIT ( (Ea accident) $ 1, 000,000 BODILY INJURY (Per person) $ BODILY INJURY (Per accident) $ PROPERTY DAMAGE $ (Per accident) AUTO ONLY - EA ACCIDENT $ OTHER THAN EA ACC $ AUTO ONLY: AGG $ 11/30/2010 11/30/?.011 EACHOCCURRENCE $ O - 000 nnr 1/l/2011 I1/l/2012 N E.L.EACH ACCIDENT $ E.L. DISEASE - EA EMPLOYE $ E.L. DISEASE - Pnl rcV i 1k11T e DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES / EXCLUSIONS ADDED BY ENDORSEMENT I SPECIAL PROVISIONS tE: Financial Advisory Services It is hereby understood and agreed that Monroe County Board of Commissioners is named is Additional Insureds with respect to General Liability Coverage and Non -Owned & Hired Automobile coverage only. lorkers Compensation - Evidence of coverage only Ill SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, THE ISSUING INSURER LL NAMEDMTOLTHE Monroe County; Board of County DLEFT AYS WRITTEN NOTICE TO THE CERTIFICATE HOLDER Commissioners 1100 Simonton Street Key West FL 33040-1026 AUTHORIZED REPRESENTATIVE% i , �,10 /�Q`� ��Yyj 4 y ACORD 25 (2009/01) ACORD CORPORATION. All rights reserved. The ACORD name and logo are registered marks of ACORD ACORL�1 CERTIFICATE OF LIABILITY INSURANCE DATE(MMIDDIYYYY) 11121 /2011 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANC DOES A CONT CT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE ERTIFIC IMPORTANT: If the certificate holder is an AD ITIONAL INSURED, the policy(ies) mu be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain certificate holder in lieu of such endorsement olicies may require an endorsement. . ',. t statement on this certificate does not confer rights to the PRODUCER Frank Crystal & Co., Inc. Financial Square 32 Old Slip New York NY 10005 MOA OR ISK MANA E co NAME: PHONE FAXNo 1 -509-1292 AIESS: r I INSURERS AFFORDING COVERAGE NAIC # INSURER A:Great Northern INSURED PUBLFI INSURER B:Fg r l Insurance Com n 2 1 INSURER C : Public Financial Management, Inc. Two Logan Square, Suite 1600 18th and Arch Streets INSURER D : Philadelphia PA 19103 INSURER E : INSURER F : COVERAGES CERTIFICATE NUMBER: 752183424 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 LTR TYPE OF INSURANCE ADDLSUBR INSR WVD POLICY NUMBER POLICY EFF MM/DD/YYYY POLICY EXP MM/DD/YYYY LIMITS GENERAL LIABILITY Y 35363950 11/30/2011 1/30/2012 EACH OCCURRENCE $1,000,000 X COMMERCIAL GENERAL LIABILITY CLAIMS -MADE a OCCUR DAMAGE RENTED PREMISES Ea occurrence $1,000,000 MED EXP (Any one person) $10,000 PERSONAL & ADV INJURY $1,000,000 GENERAL AGGREGATE $2,000,000 GEN'L AGGREGATE LIMIT APPLIES PER: PRODUCTS - COMP/OP AGG $Included X POLICY PRO 7 LOC $ B AUTOMOBILE LIABILITY ANY AUTO ALL OWNED SCHEDULED AUTOS AUTOS X NON -OWNED HIRED AUTOS AUTOS Y 73248555 APPR V BY RISK MANAGEME 8Y f Q DA ' / ��J u W A 11/30/2011 (,,)�`(,- e % I � 1/30/2012 S Ea accident 1,000,000 BODILY INJURY (Per person) $ BODILY INJURY (Per accident) $ X PROPERTY DAMAGE Per accident $ $ ) B X UMBRELLA LIAB X OCCUR 79774080 11/30/2011 1/30/2012 EACH OCCURRENCE $10,000,000 AGGREGATE $10,000,000 EXCESS LIAB CLAIMS -MADE DED RETENTION $ $ WORKERS COMPENSATION 71739979 1/1/2012 /1/2013 X wCSTATU- OTH- / AND EMPLOYERS' LIABILITY Y / N E.L. EACH ACCIDENT $1,000,000 ANY PROPRIETOR/PARTNER/EXECUTIVE ❑ OFFICER/MEMBER EXCLUDED? N / A E.L. DISEASE - EA EMPLOYE $1,000,000 (Mandatory In NH) If yes, describe under DESCRIPTION OF OPERATIONS below E.L. DISEASE -POLICY LIMIT $1,000,000 DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (Attach ACORD 101, Additional Remarks Schedule, if more space Is required) RE: Financial Advisory Services It is hereby understood and agreed that Monroe County Board of Commissioners is named as Additional Insureds with respect to General Liability coverage and Non -Owned & Hired Automobile coverage only. Workers Compensation - Evidence of coverage only (itK 111-1(;A I t NULUtK C:ANL:tLLA 1 IUN SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN Monroe County ACCORDANCE WITH THE POLICY PROVISIONS. Board of County Commissioners 1100 Simonton Street AUTHORIZED REPRESENTATIVE Key West FJl33040-1026 CC, ©1988-2010 ACORD CORPORATION. All rights reserved. ACORD 25 (2010/05) The ACORD name and logo are registered marks of ACORD Liability Insurance Endorsement Policy Period NOVEMBER 30, 2011 TO NOVEMBER 30, 2012 Effective Date NOVEMBER 30, 2011 Policy Number 3536-39-50 DTO Insured PUBLIC FINANCIAL MANAGEMENT, INC Name of Company GREAT NORTHERN INSURANCE COMPANY This Endorsement applies to the following forms: GENERAL LIABILITY Who Is An Insured Scheduled Person or Organization Under Who Is An Insured, the following provision is added: Subject to all of the terms and conditions of this insurance, any person or organization shown in the Schedule, acting pursuant to a written contract or written agreement between you and such person or organization, is an insured; but they are insureds only with respect to liability arising out of your operations, or your premises, if you are obligated, pursuant to such written contract or written agreement, to provide them with such insurance as is afforded by this policy. However, no such person or organization is an insured with respect to any: assumption of liability by them in a written contract or written agreement. This limitation does not apply to the liability for damages for injury or damage, to which this insurance applies, that the person or organization would have in the absence of such written contract or written agreement. damages arising out of their sole negligence. Scheduled Person or Organization Monroe County Board of Commissioners 1100 Simonton Street Key West, FL 33040-1026 All other terms and conditions remain unchanged. Liability Insurance Additional Insured- Scheduled Person Or Organization continued 80-02-2367 (Rev. 8-04) Endorsement Page 1 Policy No. (11)7324-86-66 ENDORSEMENT Named Insured PUBLIC FINANCIAL MANAGEMENT INC Effective Date:ll - 3 0 -12 12:01 A.M., Standard Time Agent Name FRANK CRYSTAL & CO INC. Agent No. 6 3181- 0 0 0 ADDITIONAL INSURED Non —Owned & Hired Automobile Policy Subject to all of the terms and conditions of this insurance, any person or organization shown in the Schedule, acting pursuant to a written contract or written agreement between you and such person or organization, is an insured; but they are insureds only with respect to liability arising out of your operations, or your premises, if you are obligated, pursuant to such written contract or written agreement, to provide them with such insurance as is afforded by this policy. However, no such person or organization is an insured with respect to any: assumption of liability by them in a written contract or written agreement. This limitation does not apply to the liability for damages for injury or damage, to which this insurance applies, that the person or organization would have in the absence of such written contract or written agreement. damages arising out of their sole negligence Scheduled Person or Oreanization Persons or organizations that you are obligated, pursuant to written contract or written agreement between you and such person or organization, to provide with such insurance as is afforded by this policy; but they are insureds only if and to the minimum extent that such written contract or written agreement requires the person or organization to be afforded status as an insured. However, no person or organization is an insured under this provision who is more specifically described under any other provision of the Who Is An Insured section of this policy (regardless of any limitation applicable thereto). Monroe County Board of Commissioners 1100 Simonton Street Key West, FL 33040-1026 All other terms and conditions remain unchanged. 16-02-0210 (Ed. 1-01) AC©Rbr CERTIFICATE OF LIABILITY INSURANCE DATE(MM/DD/YYYY) 11/19/2012 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES 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: If 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 Frank Crystal & Co., Inc. dba Crystal &Company Financial Square, 32 Old Slip oNTA T NAME: Theresa PHONE FAX Xt •212-504-5 49 A/C No :212- 9-1292 I nnA Lo ADDREss: her .brancato c s alco.com INSURERS AFFORDING COVERAGE NAIC # New York NY 10005 INsuReRA:Great Northern Insurance Company 0303 INSURED PUBLFI INSURER B:FederalInsurance Company 0281 INSURER C : Public Financial Management, Inc. Two Logan Square, Suite 1600 18th and Arch Streets INSURER D : INSURERE: Philadelphia PA 19103 INSURER F : COVERAGES CERTIFICATE NUMBER: 897640960 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 LTR TYPE OF INSURANCE ADDL INSR SUBR WVD POLICY NUMBER POLICY EFF MM/DD/YYYY POLICY EXP MM/DD/YYYY LIMITS GENERAL LIABILITY Y 35363950 11/30/2012 1/30/2013 EACH OCCURRENCE $1,000,000 COMMERCIAL GENERAL LIABILITY DAMAX PREM E T REN PREMISES Ea occurrence $1,000,000 MED EXP (Any one person) $10,000 CLAIMS -MADE li-I OCCUR PERSONAL & ADV INJURY $1,000,000 GENERAL AGGREGATE $2,000,000 GEN'L AGGREGATE LIMIT APPLIES PER: PRODUCTS - COMP/OP AGG $Included X POLICY PRO- LOC $ B AUTOMOBILE LIABILITY Y 73248555 11/30/2012 1/30/2013 E6INGLE LIMIT a accident $1,000,000 BODILY INJURY (Per person) $ ANY AUTO ALL OWNED SCHEDULED AUTOS AUTOS BODILY INJURY (Per accident) $ HIRED AUTOS X NON -OWNED AUTOS X PROPERTY DAMAGE Per accident $ B X UMBRELLA LIAB X OCCUR 79774080 11/30/2012 1/30/2013 EACH OCCURRENCE $10,000,000 AGGREGATE $10,000,000 EXCESS LIAB CLAIMS -MADE DED I I RETENTION $ $ A WORKERS COMPENSATION AND EMPLOYERS' LIABILITY Y/ N ANY PROPRIETOR/PARTNER/EXECUTIVE OFFICER/MEMBER EXCLUDED? LiN (Mandatory in NH) If yes, describe under DESCRIPTION OF OPERATIONS below / A 71739979 ` AP BY DA 1/1/2013 /1/2014 X WCSTATU- OETH- _WC Y I ITR E.L. EACH ACCIDENT $1,000,000 E.L. DISEASE - EA EMPLOYE $1,000,000 E.L. DISEASE -POLICY LIMIT $1,000,000 f , n DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (Attach ACORD 101, Additional Rema s Schedule, if more space is required) RE: Financial Advisory Services It is hereby understood and agreed that Monroe County Board of Commissioners is named as Additional Insureds with respect to General Liability coverage and Non -Owned & Hired Automobile coverage only. Workers Compensation - Evidence of coverage only t-AIVI.tLLA I IUN SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN Monroe County ACCORDANCE WITH THE POLICY PROVISIONS. Board of County Commissioners 1100 Simonton Street AUTHORIZED REPRESENTATIVE Key WestFL 33040-1026 LC © 1988-2010 ACORD CORPORATION. All rights reserved. ACORD 25 (2010/05) The ACORD name and logo are registered marks of ACORD Liability Insurance Endorsement Policy Period NOVEMBER 30, 2012 TO NOVEMBER 30, 2013 Effective Date NOVEMBER 30, 2012 Policy Number 3536-39-50 DTO Insured PUBLIC FINANCIAL MANAGEMENT, INC Name of Company GREAT NORTHERN INSURANCE COMPANY This Endorsement applies to the following forms: GENERAL LIABILITY Who Is An Insured Scheduled Person or Organization Under Who Is An Insured, the following provision is added: Subject to all of the terms and conditions of this insurance, any person or organization shown in the Schedule, acting pursuant to a written contract or written agreement between you and such person or organization, is an insured; but they are insureds only with respect to liability arising out of your operations, or your premises, if you are obligated, pursuant to such written contract or written agreement, to provide them with such insurance as is afforded by this policy. However, no such person or organization is an insured with respect to any: assumption of liability by them in a written contract or written agreement. This limitation does not apply to the liability for damages for injury or damage, to which this insurance applies, that the person or organization would have in the absence of such written contract or written agreement. damages arising out of their sole negligence. Scheduled Person or Organization Monroe County Board of Commissioners 1100 Simonton Street Key West, FL 33040-1026 All other terms and conditions remain unchanged. Liability Insurance Additional Insured- Scheduled Person Or Organization continued 80-02-2367 (Rev. 8-04) Endorsement Page 1 Policy No. (12)7324-85-55 ENDORSEMENT Named Insured PUBLIC FINANCIAL MANAGEMENT INC Effective Date:11- 3 0 -12 12:01 A.M., Standard Time Agent Name FRANK CRYSTAL & CO INC. Agent No. 6 3181- 0 0 0 ADDITIONAL INSURED Non -Owned & Hired Automobile Policy Subject to all of the terms and conditions of this insurance, any person or organization shown in the Schedule, acting pursuant to a written contract or written agreement between you and such person or organization, is an insured; but they are insureds only with respect to liability arising out of your operations, or your premises, if you are obligated, pursuant to such written contract or written agreement, to provide them with such insurance as is afforded by this policy. However, no such person or organization is an insured with respect to any: assumption of liability by them in a written contract or written agreement. This limitation does not apply to the liability for damages for injury or damage, to which this insurance applies, that the person or organization would have in the absence of such written contract or written agreement. damages arising out of their sole negligence Scheduled Person or Organization Persons or organizations that you are obligated, pursuant to written contract or written agreement between you and such person or organization, to provide with such insurance as is afforded by this policy; but they are insureds only if and to the minimum extent that such written contract or written agreement requires the person or organization to be afforded status as an insured. However, no person or organization is an insured under this provision who is more specifically described under any other provision of the Who Is An Insured section of this policy (regardless of any limitation applicable thereto). Monroe County Board of Commissioners 1 100 Simonton Street Key West, FL 33040-1026 All other terms and conditions remain unchanged. 16-02-0210 (Ed. 1-01) ACOREP CERTIFICATE OF LIABILITY INSURANCE DATE(MMIDD/YYYY) 10/29/2013 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES 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: If 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 endorsements . PRODUCER ACT NAME: Theresa Brancato Frank Crystal & Co., Inc. Crystal & Company Financial Square, 32 Old Slip PHONE FAX -5949 A/C No): - - 1292 IAIC.dba E-MAIL ADDRESS: h resa. bra n lco. corn INSURERS AFFORDING COVERAGE NAIC 9 New York NY 10005 INSURER A:Great Northern Insurance Company 20303 INSURED PUBLFI INSURER B:Federal Insurance Company 20981 INSURERC: Public Financial Management, Inc. Two Logan Square, Suite 1600 18th and Arch Streets INSURER D : Philadelphia PA 19103 INSURER E : INSURER F : COVERAGES CERTIFICATE NUMBER: 805315200 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 LTR TYPE OF INSURANCE ADDLSUBR INSR WVD POLICY NUMBER POLICY EFF MMIDD/YYYY POLICY EXP MM/DD/YYYY LIMITS A GENERAL LIABILITY Y 35363950 1/30/2013 1/30/2014 EACH OCCURRENCE $1,000,000 X COMMERCIAL GENERAL LIABILITY DAMAGE TO PREMISES EaENTED occurrence $1,000,000 CLAIMS -MADE ITI OCCUR MED EXP (Any one person) $10,000 PERSONAL & ADV INJURY $1,000,000 GENERAL AGGREGATE $2,000,000 GENL AGGREGATE LIMIT APPLIES PER: PRODUCTS - COMP/OP AGG $INCLUDED $ X7 POLICY 7 PRO- LOC B AUTOMOBILE LIABILITY Y 73248555 1/30/2013 1/30/2014 Ea accident) $1,000,000 BODILY INJURY (Per person) $ ANY AUTO ALL OWNED SCHEDULED AUTOS AUTOS BODILY INJURY (Per accident) $ X PROPER TY DAMAGE accident $ NON-OWNEDPer HIRED AUTOS X AUTOS B X UMBRELLA LIAR HCLAIMS-MADE OCCUR 79774080 1/30/2013 1/30/2014 EACH OCCURRENCE $10,000,000 AGGREGATE $10,000,000 EXCESS LIAR DED RETENTION $ $ B WORKERS COMPENSATION 71739979 /1/2014 /1/2015 X I WCSTA OTH- O AND EMPLOYERS' LIABILITY Y I N ANY PROPRIETORIPARFNER/EXECUTIVE E.L. EACH AC 00,0 OFFICER/MEMBER EXCLUDED? (Mandatory in NH) N / A - E.L. DISEASE-TAIEMPLOYE - 600,0(9D If yes, describe under DESCRIPTION OF OPERATIONS below �— E.L. DISEASE • . -IOY LIMIT $1 00,0 a% t� DESCRIPTION OF OPERATIONS / LOCATIONS I VEHICLES (Attach ACORD 101, Additional Remarks Schedule, If more space is required) RE: Financial Advisory Services •• CD W :;0 It is hereby understood and agreed that Monroe County Board of Commissioners is named as Additional Insureds with respectITGenRal Liability coverage and Non -Owned & Hired Automobile coverage only. APP � IS < Workers Compensation - Evidence of coverage only B DE �' WAIVER N/A CC-. *-1 Lt" Monroe County Board of County Commissioners 1100 Simonton Street Key West FL 33040-1026 SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. AUTHORIZED REPRESENTATIVE ©1988-2010 ACORD CORPORATION. All rights reserved. ACORD 25 (2010/05) The ACORD name and logo are registered marks of ACORD DATE (MM/DD/YYYY) L____ CERTIFICATE OF LIABILITY INSURANCE 11/4/2014 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CEttTIFICATE DOES 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: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must be endorsed. If SUBROGATION IS WAIVED, subject to theierms 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 endorsements . PRODUCER Frank Crystal & Co., Inc. dba Crystal & Company Financial Square, 32 Old Slip New York NY 10005 CONTACT NAME: Theresa Brancato FAX PHONENo. AIC._ _ 4 A/C No E-MAIL ADDREss: h r r n I m INSURERS AFFORDING COVERAGE NAIC # INSURER A:Great Northern Insurance Company 20303 INSURED PUBLFI Public Financial Management, Inc. Two Logan Square, Suite 1600 18th and Arch Streets Philadelphia PA 19103 INSURER B:F r l Insurance Com n 2 1 INSURER C : INSURER D : INSURER E : INSURER F : COVERAGES CERTIFICATE NUMBER: 326312960 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 LTR TYPE OF INSURANCE ADDL IN R SUBR WVD POLICY NUMBER POLICY EFF MM/DD/YYYY POLICY EXP MM/DD/YYYY LIMITS A GENERAL LIABILITY Y 35363950 11/30/2014 1/30/2015 EACH OCCURRENCE $1,000,000 X COMMERCIAL GENERAL LIABILITY DAMAGE T N ED PREMISES Ea oc rrence $1,000,000 MED EXP (Any one person) $10,000 CLAIMS -MADE a OCCUR PERSONAL & ADV INJURY $1,000,000 GENERAL AGGREGATE $2,000,000 GEN'L AGGREGATE LIMIT APPLIES PER: PRODUCTS - COMP/OP AGG $INCLUDED $ X POLICY PRO- LOC B AUTOMOBILE LIABILITY Y 73248555 1/30/2014 1/30/2015 INED SINGLE LIMIT Ea accident 1,000,000 BODILY INJURY (Per person) $ ANY AUTO BODILY INJURY (Per accident) $ ALL OWNED SCHEDULED AUTOS AUTOS NON -OWNED X HIRED AUTOS X AUTOS PROPERTY DAMAGE Per accident $ B X UMBRELLA LIAB X OCCUR 79774080 1/30/2014 1/30/2015 EACH OCCURRENCE $10,000,000 AGGREGATE $10,000,000 EXCESS LIAB CLAIMS -MADE DED RETENTION $ $ A WORKERS COMPENSATION 71739979 1 /1 /2015 /1 /2016 X WC STATLIMU- FR AND EMPLOYERS' LIABILITY ANY PROPRIETOR/PARTNER/EXECUTIVE Y / N E.L. EACH ACCIDENT $1,000,000 E.L. DISEASE - EA EMPLOYE $1,000,000 OFFICER/MEMBER EXCLUDED? ❑ (Mandatory in NH) N / A E.L. DISEASE - POLICY LIMIT $1,000,000 If yes, describe under DESCRIPTION OF OPERATIONS below AP NAGEMEfR �•t' I(r DESCRIPTION OF OPERATIONS I LOCATIONS / VEHICLES (Attach ACORD 101, Additional Remarks Schedule, if more space is required) .�.. RE: Financial Advisory Services It is hereby understood and agreed that Monroe County Board of Commissioners is named as Additional Insureds with respect to General Liability coverage and Non -Owned & Hired Automobile coverage only. Workers Compensation - Evidence of coverage only t •AINI11oJ 3011NOW •f CERTIFICATE HOLDER Monroe County Board of County Commissioners 1100 Simonton Street Key West FL 33040-1026 SHOLD ANY THEUEXPIRATIIO ATE E �TOWWILES BL CANCELLED DELIVERED BEFORE IN ACCORDANCE WITH THE POLICY PROVISIONS. AUTHORIZED REPRESENTATIVE C7- IL ds '`l 9)1988-2010 ACORD CORPORATION. All rlgnts reservea. ACORD 25 (2010/05) The ACORD name and logo are registered marks of ACORD Client#: 203700 PUBLIFINAN DATE (MMIDD/YYYY) ACORD,. CERTIFICATE OF LIABILITY INSURANCE 11/23/2015 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERSALTER THE COVERAGE AFFORDED BY THE HOLDER. LIES THIS CERTIFICATE DOES NOT AFFIRMATIVEL BELOW. THIS CERTIFICATE OF INSURAN E DOES T1?`MIflOIi*�A CONT CT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND HE CERT IMPORTANT: If the certificate holder is an DDITIONAL INSURED, the policy(ies) ust be dorsed. If SUBROGATION IS WAIVED, subject to en the terms and conditions of the policy, ce in policies may require an endorsem nt. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorse nt(s). nFC— CONTAC NAME: FAX PRODUCER Conner Strong & Buckelew PHONE 877-861-3220 ivC856-552-6885 xt, No): A/C, No, Two Liberty Place MONROECOLJNTY nDORIEs RISK MANAGEMENT INSURER(S) AFFORDING COVERAGE NAIC # 50 S. 16th Street, Suite 3600 303 Philadelphia, PA 19120 02 INSURER Great Northern Insurance Compan 20303 Cman INSURED Public Financial Management Inc. Two Logan Square Suite 1600 18th & Arch Streets 2770 INSURERB: Federal Insurance o p y INSURER C : INSURER D : INSURER E : Philadelphia, PA 19103- 1 INSURER F REVISION NUMBER: COVERAGES CERTIFICATE NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY HPERIOD THIS 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 POLICY REDUCED BY PAID CLAIMS. LAIMS LIMITS ADDLSUBR LTRR TYPE OF INSURANCE INSR WVD POLICY NUMBER MMIDDMfYY MMIDD/YYYY A GENERAL LIABILITY 35363950 11/30/2015 11/30/201 EACH OCCURRENCE $1,000,000 DAMAGE TO RENTED $1,000,000 PREMISES Ea occurrence X COMMERCIAL GENERAL LIABILITY MED EXP (Any one person) $10,000 CLAIMS -MADE � OCCUR PERSONAL & ADV INJURY $1,000,000 GENERAL AGGREGATE s2,000,000 PRODUCTS - COMP/OPAGG $2,000,000 GENT AGGREGATE LIMIT APPLIES PER: $ POLICY 0 PRO- JECT LOC COMBINED SINGLE LIMIT 1 000,000 B AUTOMOBILE LIABILITY 73248555 11/30/2015 11/30/201 Ea accident $ BODILY INJURY (Per person) $ ANY AUTO BODILY INJURY (Per accident) $ ALL OWNED SCHEDULED AUTOS AUTOS PROPERTY DAMAGE $ NON -OWNED Per accident X HIREDAUTOS X AUTOS $ B UMBRELLA LIAB OCCUR 79774080 11/30/2015 11 /301201 EACH OCCURRENCE $10 000 000 AGGREGATE $10 000 000 �(I EXCESS LIAB CLAIMS -MADE DED RETENTION $ WC STATU- OTH- A WORKERS COMPENSATION 71739979 110112016 01/011201 X AND EMPLOYERS' LIABILITY Y / N E.L. EACH ACCIDENT $1 OOO OOO ANY PROPRIETOR/PARTNER/EXECUTIVE[ OFFICER/MEMBER EXCLUDED? N / A E.L. DISEASE - EA EMPLOYEE $1,000,000 (Mandatory in NH) E.L. DISEASE - POLICY LIMIT $19000.000 If yes, des"' under DESCRIPTION OF OPERATIONS below DESCRIPTION OF OPERATIONS / LOCATIONS I VEHICLES (Attach ACORD 101, Additional Remarks Schedule, if more space is required) RE: Financial Advisory Services It is hereby understood and agreed that Monroe County Board of Commissioners is named as Additional Insureds with respect to General Liability coverage and Non -Owned & Hired A omobile coverage only. Workers Compensation - Evidence of coverage only qD. AGE E N N/A YES CC 3UclNOr� CERTIFICATE HOLDER CANCELLATION D ANY ES BE $ o �£ ��� �r�J�J(,EXPIRATOIONH DATE ABOVE THEREOF, NOTICE WILL BE CANCELLED BEFORE Monroe County DELIVERED IN4 Board of County Commissioners, ACCORDANCE WITH THE POLICY PROVISIONS. 1100 Simonton Street 8� �� ``( t n t . l,J a Cl .} � L+ " J THORIZED REPRESENTATIVE Key West, FL 33040-1026 ©1988-2010 ACORD CORPORATION. All rights reserved. ACORD 25 (2010105) 1 of 1 The ACORD name and logo are registered marks of ACORD J5C Xc 4,27n4 n4 /M4 ,%RS1n7A