Item C30
BOARD OF COUNTY COMMISSIONERS
AGENDA ITEM SUMMARY
Meeting Date: 12/15/03
Division:
Management Services
Bulk Item: Yes X- No
Department: Risk Management
AGENDA ITEM WORDING: Approval to accept renewal proposal from Arthur J. Gallagher &
Company for Airport PubUc Omcials LiabiUty insurance.
ITEM BACKGROUND: Present policy expires 12/20/03. Provides coverage of $2 million per
claiml$2 million aggregate. Deductible is $100,000. Policy period will be 12/20/03-12/20/04. Cost
is $16,969.
PREVIOUS RELEVANT BOCC ACTION: Approved current policy expiring on 12/20/03
CONTRACT/AGREEMENT CHANGES: Premium increase of $2,960. Deductible increase to
$100,000 from $50,000 (premium increase would be $7,117 to remain at $50,000 deductible)
STAFF RECOMMENDATIONS: Approval
TOTAL COST:
$16.969
BUDGETED: Yes -X- No
COST TO COUNTY: $16.969
SOURCE OF FUNDS:_ad valorum
REVENUE PRODUCING: Yes
No X
AMOUNT PER MONTH_ Year
APPROVED BY: County Atty _ OMBlPurchasing _ Risk Management_
DIVISION DIRECTOR APPROVAL:
j~o 1
r) ../.. - ... ,
.. . Ij'u <..-{' $0... CI?? /t.-f..~/L/"
SHEILA A. BARKER
DOCUMENTATION:
Included X
To Follow
Not Required_
DISPOSITION:
AGENDA ITEM a
Revised 2/27/01
PuBUC OmClALS lIABILITY
INSURANCE PROPOSAL
PREPARED FOR
MONROE COUNTY BOCC AIRPORT
AUTHORITY COMMISSION
DEcEMBER 20, 2003 - DECEMBER 20, 2004
NOVEMBER 26, 2003
SUBMITTED BY:
CHUCK LOMBARDI, VP AVIATION
DoUG MEYER, SR. ACCOUNT MANAGER
ARTHUR J. GALLAGHER &CO.
7900 E. UNION AVENUE, SUITE 200
DENVER, CO 80237
800-333-3231
SUSAN AINSZTEIN, ACCOUNT exECUTIVE
KATHY HILL, ACCOUNT MANAGER
ARTHUR J. GAlLAGHER & CO.
ONE BocA PLACE
2255 GLADES ROAD, SUITE 400E
BocA RATON, FL 33431
561-995-6787
ARTHUR J. GALLAGHER & CO. - DENVER
7900 EAsr UNION AVENUE, SUITE 200
DENVER CO 80237-2737
(800) 333-3231
Meeting your needs. .. _ " .Exceeding your expectations
MONROE COUNTY BOCC
.
CoNFIDENTIALITY STATEMENT
We consider as confidential any information presented by Arthur J. Gallagher & Co. in
our proposal, as well as subsequent verbal and written communications between our
organizations, to be confidential.
We ask that other brokers not have access to our material and that information
presented in this proposal be shared only with those who have a need to know within
your company.
We make our commitment to you that information already received from you, and
additional to follow, will be treated with the same high level of respect and
confidentiality.
ATTENTION
This proposal of coverage is intended to facilitate your understanding of
the insurance program we have arranged on your behalf. It is not
intended to replace or supersede your insurance policies.
MONROE COUNTY BOCC
TABLE OF CoNTENTS
INSURANCE COMPANY
DESCRIPTION OF PUBUC OFFICIALS LIABIUTY COVERAGE
TERMS AND CONDmONS
PREMIUM SUMMARY
IMPORTANT DISCLOSURES
MONROE COUNTY BOCC
.
THE PRIMARY CARRIER
.:. A.M. BEST'S RATING .:.
UNITED NATIONAL INSURANCE COMPANY
Policy Holder Rating
Financial Category
A
VIII
Excellent
MONROE COUNTY BOCC
.
GUIDE TO A.M. BEST'S RAnNGs
8est's Insurance Reports, published annually by A.M. Best Company, Inc., presents
comprehensive reports on the financial position, history, and transactions of insurance
companies operating in the United States and Canada. Companies licensed to do
business in the United States are assigned a Best's Rating which attempts to measure
the comparative position of the company or association against industry averages.
Best's ratings are based on analysis, which give consideration to a number of factors of
varying importance. While the analysis is believed to be reliable, we cannot guarantee
the accuracy of the rating or the financial stability of the insurance company.
A copy of the 8est's Insurance Reporton the insurance companies is available for your
review.
BEST'S RATING CLASSIFlCAnONS
A++ to A+
A to A-
B++ to B+
Su erior
Excellent
Ve Good
B to B-
C++ to C+
C to C-
Fair
Mar inal
Weak
BEST'S FINANCIAL CLASSIFICATIONS
I io to 1.000.000
II 1.000 000 to 2.000.000
III 2 000 000 to 5.000.000
IV liS 000 000 to 10000000
V 10.000.000 to 25 000 000
VI 25.000.000 to 50 000.000
VII 50.000.000 to 100.000.000
VIII ~ 100.000.000 to 250.000 000
IX ~ 250.000.000 to 500.000 000
x -i5OO.ooo,000 to 750.000 000
XI $750.000.000 to 1.000,000 000
XII $1 000.000.000 to 1.250.000 000
XIII 1250.000,000 to 1.500.000,000
XIV 1500.000.000 to 2,000 000 000
xv 2 000.000.000 to or more
Note: At your option, you may wish to consult with other available rating
services.
Arthur J. Gallagher & Co. uses A.M. Best & CO.'s rating services to evaluate the financial condition
of Insurers whose policies we propose to deliver. The rating of the carrier and the year of
publication of that rating are indicated. Arthur J. Gallagher & Co. makes no representations and
warranties concerning the solvency of any carrier, nor does it make any representation or
warranty concerning the rating of the carrier that may change.
MONROE COUNTY BOCC
.
NAMED INSURED
MONROE CoUNTY BoARD OF CoUNTY COMMISSIONERS
AIRPORT DEPARTMENT
1100 SIMONTON STREET
KEY WEST, FL 33040
NOTE: Any entity not named as an insured is not covered under this policy. n-Jis
includes Partnerships and Joint Ventures.
MONROE COUNTY BaCC
c'
Puauc OFFICIALS lIABILITY
LIMIT OF lIABIUYV I Loss ","",$ 2,000,000 Each Public Officials Claim
LIMIT 1
....$ 2,000,000 Each Employment Practices
Claim
~4 $ 2,000,000 Annual Aggregate
~
DEDUCTIBLE
~$
100,000 Each Claim including Loss
Adjustment Expenses
TERMs/CONDmONs
~ Claims-Made Form
[;;0;;/ Minimum Earned Premium: Greater of $1,500 or
25% of the premium
- Confirmation that General Liability Coverage will
remain in force for the duration of the policy.
...,. Any pOSSible coverage for back wages is limited
to $50,000 each claim with a policy period
aggregate of $100,000
~ Verification of tax exempt status
.~ Employment Practice Liability included
~ Extended Reporting Period Provision
· Automatic Discovery Period - 60 Days
· Optional Discovery Period - Up to 3 years
subject to underwriting and additional
premium to be advised
J Including Loss Adjustment Expenses
MONROE COUNTY BOCC
.
PuSUC OFFICIALS LIABILITY
EXCLUSIONS
>UJ Prior / Pending Litigation: Prior to 12/20/2000
~ Based on or attributable to the insured gaining
profit, advantage or remuneration.
,..,. Fraud, dishonest or criminal acts
~ Willful violation of any federal, state or local
statute, ordinance or regulation
6M Damages arising out of bodily injury, sickness,
emotional distress, humiliation, disease or death,
or property damage, diminution of value or loss
of use. Does not apply to emotional distress,
mental anguish or humiliation relative to
employment practices liability.
....... Acts falling under the definition of Personal
Injury. With the exception of assault and
battery, this exclusion does not apply to
employment practices liability.
- Arising out of the activities of any law
enforcement agency or personnel.
~ Strikes riots or civil commotion.
,,,,.;, Obligations arising out of ERISA Act of 1974
including subsequent amendments or any similar
federal, state or local regulations including the
administration of any employee benefit plan or
self insurance fund.
""'" Any claim seeking relief other than compensatory
damages. However, subject to the terms and
conditions of the policy, company will defend
claims seeking non-monetary relief relative to
employment practices liability.
,ioEi Damages arising out of principles of eminent
domain, adverse possession etc.
.,;,.;, Arising from any complaint or enforcement action
by a governmental agency.
~ Future wages, overtime or similar claims even if
designated as liquidated damages, claims or
MONROE COUNTY BOCC
.
PuBLIC OFFICIALS lIABILITY
suits.
EXCLUSIONS (coNnNuED )
_ Pollution
.- Lead
~ Asbestos
.- Nuclear
'...... Directly or indirectly arising out of debt financing
including but not limited to bonds notes
debentures and guarantees of debt.; or the
formulation of tax rates, the collection of taxes
and or the distribution of tax refunds.
~ Arising from procurement, service, construction,
or architect or engineer contracts.
..... Based on failure of the insured to purchase or
maintain insurance.
~ Date Recognition Exclusion
~ Absolute Terrorism and War Exclusion
Endorsements
~ Indoor Air Quality Exclusion
;.E< Punitive Damages
NOTE: Not all exclusions are shown. It will be necessary to refer to the
actual policy for coverage, conditions, provisions and limitations.
MONROE COUNTY BOCC
.
PREMIUM SUMMARY
COVERAGE 2002 - 2003 2003 - 2004
Public Officials Liability $ 13,724 $ 16,684
Surplus Lines Fees and Taxes $ Exempt $ Exempt
Policy Fee $ 35 $ 35
Company Policy Fee $ 250 $ 250
TOTAL $ 14,009 $ 16,969
OPTION
Add TRIA (Terrorism Coverage)
$3,973 Additional
Same coverage with $50,000 deductible $21,126 Annual Premium
QUOTAnON SUBJECT To
1. EVERGREEN LETTER OF CREDIT EQUAL TO THE $100,000 DEDUCTIBLE
2. VERIFICAnON OF TAX EXEMPT STATUS.
3. PREMIUM DUE UPON RECEIPT OF INVOICE (AT BINDING)
4. RECEIPT OF AUDITED FINANCIAL STATEMENT
MONROE COUNTY BaCC
.
IMPORTANT DISCLOSURES
MONROE COUNTY BOCC
.
IMPORTANT DISClOSURES
The proposal is an outline of the coverages proposed by the insurers, based on the
information provided by your company. It does not include all the terms, coverages,
exclusions, limitations, or conditions of the actual contract language. The policies
themselves must be read for those details. Policy forms for your reference will be made
available upon request.
In addition to the fees and/or commissions retained by Arthur J. Gallagher & Co., it is
understood and agreed that other parties, such as excess and surplus lines brokers,
wholesalers, reinsurance intermediaries, underwriting managers, and similar parties, some
of which may be owned in whole or in part by Arthur J. Gallagher & Co. 's corporate parent,
may earn and retain usual and customary commissions and/or fees in the course of
providing insurance products. Any such fees and/or commissions will be the responsibility
of client and not Arthur J. Gallagher & Co.
The information contained in this proposal is based on the historical loss experience and
exposures provided to Arthur J. Gallagher & Co. This proposal is not an actuarial study.
Should you wish to have this proposal reviewed by an independent actuary, we will be
pleased to provide you with a listing of actuaries for your use.
Gallagher from time to time enters into arrangements with certain insurance carriers or
those carriers' reinsurers providing for compensation, in addition to commissions, to be
paid by such carriers or reinsurers to Gallagher or its affiliates based on, among other
things, the volume of premium and/or underwriting profitability of the insurance
coverages written through Gallagher by such carriers or reinsurers. In addition,
Gallagher and its affiliates provide management and other services to, and receive
compensation for those services from; certain reinsurers that reinsure insurance
coverages written through Gallagher by other insurance carriers. The insurance
coverages your purChase through Gallagher might be issued by an insurance carrier or
reinsured by a reinsurer that has such a relationship with Gallagher or its affiliates.
MONROE COUNTY BaCC
.
CHANGES AND DEVELOPMENTS
It is important that we be advised of any changes in your operations that may have a
bearing on the validity and/or adequacy of your insurance. The types of changes that
concern us include, but are not limited to, those listed below:
1. Changes in any operations.
2. Mergers and/or acquisition of new operations.
3. Any newly assumed contractual liability, granting of indemnities, or hold harmless
agreements.
4. Circumstances which may require an increased liability insurance limits.
Your insurance program will only be as good as the communications maintained
between you and your insurance broker.
MONROE COUNTY BaCC
.
CUENT AUTHORIZAnON TO BIND CoVERAGE
After careful consideration of your proposal dated November 26, 2003, we accept your
insurance program subject to the following exceptions/changes:
EXCEPnONS
It is understood this proposal provides only a summary of the details; the policies will
contain the actual coverages.
We confirm the values, schedules, and other data contained in the proposal are from
our records and acknowledge it is our responsibility to see that they are maintained
accurately.
Please provide us with a binder(s) and invoice(s) for the coverages agreed upon at your
earliest convenience.
Agent Signature
Client Signature
Dated
Dated
MONROE COUNTY ATTORNEY
~~ORM
ROB AT . WOLFE
D~~IEi~ISTA~T C~~TTORN_~~.