Item C15
BOARD OF COUNTY COMMISSIONERS
AGENDA ITEM SUMMARY
Meeting Date: November 30. 2004
Division: Management Services
Bulk Item: Yes ----X- No
Department: Administrative ServiceslRiskManagement
AGENDA ITEM WORDING: Approval to accept renewal with Arthur J. Gallagher to provide Airport Errors
& Omisssions Insurance at an annual premium of$19,789.
ITEM BACKGROUND: Present policy expires 12/20/04. Provides coverage of$2 million per
claim/$2 million aggregate. Deductible is $100,00. Policy period will be 12/20/04-12/20/05. Cost is
$19,789.
PREVIOUS REVELANT BOCC ACTION: Approved current policy expiring on 12/20/2004.
CONTRACT/AGREEMENT CHANGES: The new renewal dates are 12/20/04-12120/05. This is
an increase of 17%.
STAFF RECOMMENDATIONS: Approval.
TOTAL COST: $19.789 BUDGETED: Yes ---1L No
COST TO COUNTY: $19.789 SOURCE OF FUNDS: AD VALORUM
REVENUE PRODUCING: Yes No -X AMOUNT PER MONTH_ Year
APPROVED BY: County Arty _ OMB/Purchasing _ Risk Management _
DIVISION DIRECTOR APPROVAL:
~#ud~ a ~/~~~
SHEILA A. BARKER
DOCUMENTA nON:
Included -X-
To Follow
Not Required _
DISPosmON:
AGENDA ITEM # C 15
Revised 2/27/01
MONROE COUNTY BOARD
OF
COUNTY COMMISSIONERS
AIRPORT PUBLIC OFFICIALS LIABILITY
INCLUDING EMPLOYMENT PRACTICES LIABILTIY
DECEMBER 20, 2004 - DECEMBER 20, 2005
Submitted Bv:
JORI L. VAN DER VOORT, ARM
Area Vice President
jorC v~der _ voort@ajg.com
KATHY HILL, CIC
Account Manager
kathy _ hill@ajg.com
Arthur J. Gallagher & Co.
2255 Glades Road, Suite 400E
Boca Raton, FL 33431
Telephone: (561) 995-6706
Fax: (561) 995-6708
ajg.com
Date PreDared:
November 30~ 2004
MONROE COUNTY BOARD OF COUNTY COMMISSIONERS
TRANSMITTAL LETTER
Sent Via Emait
November 30, 2004
Ms Maria Slavik
Monroe County Board of Commissioners
1100 Simonton Street
Key West, FL 33040
RE: Airport Public Officials Liability - Renewal
Policy Term: 12/20/04 12/20/05
On behalf of Arthur J. Gallagher & Co. and the Account Service Team, we are pleased to
provide our proposal for the December 20, 2004 - December 20, 2005 policy term. This
proposal includes the renewal terms negotiated by Arthur J. Gallagher & Co. (Florida) - Boca
Raton for the following coverage's:
· Airport Public Officials Liability including Employment Practices Liability
Provides coverage for sums that the insured becomes legally obligated to pay as damages
resulting from claims, to which this insurance applies, against the insured by reason of
public officials wrongful acts or employment practices wrongful acts, (as defined by the
policy), rendered in discharging duties on behalf of the public entity named in the
declarations.
We have submitted your applications to the incumbent carrier, United National Insurance
Company, and ACE/Illinois Union Insurance Company. United National did not provide us with
a renewal quote. However, ACE/Illinois Union Insurance Company has provided us with a
timely quote with a competitive price and terms.
Just this morning, we received a premium indication from Arch Specialty Insurance Company of
$19,789, excluding the TRIA. However, in an effort to meet your time frame for the renewal
proposal, we are unable to prepare an adequate comparison, as Arch did not provide us with the
Specimen policy and full terms and conditions. Should you be interested in this quote, please let
us know and we will further evaluate this option.
After you have had the opportunity to review the ACE/Illinois Union proposal, please contact us
to discuss any questions that you may have, or to provide further clarification of any coverage
areas.
C:\TEMP\Boca public officials liability proposal 1204 rev.doc
MONROE COUNTY BOARD OF COUNTY COMMISSIONERS
TABLE OF CONTENTS
Descriotion
Section
Transmittal Letter/Executive Summary .......................... .............. ............. ......... ............... 1
Airport Public Officials Liability ProposaI........................................................................ 2
Signatures Required....... ....................................... .... ..................................... .... ............... 3
-Authorization to Bind
Appendix.... .................. ................. ........... ........ ...................................... ................. ......... 4
-ACE/Illinois Union Insurance Company Specimen Policy and Endorsements
-Policyholder Disclosure notice of Terrorism Insurance Coverage - option to purchase
C:\TEMP\Boca public officials liability proposal 1204 rev,doc
MONROE COUNTY BOARD OF COUNTY COMMISSIONERS
Public Officials Liability
Insurance Proposal
Prepared for
Monroe County BOCC Airport
Authority Commission
DECEMBER 20, 2004 - DECEMBER 20, 2005
NOVEMBER 30, 2004
SUBMITIED BY:
CHUCK LOMBARDI, VP AVIATION
DOUG MEYER, SR. ACCOUNT MANAGER
ARlHUR J. GALLAGHER &Co.
6399 S. FIDDLERS GREEN CIRCLE, SUITE
200
GREENWOOD VILLAGE, CO 80 III
800-333-3231
JORIVANDER VooRT, AREA VICE PRESIDENT
KATIIY HILL, ACCOUNT MANAGER
ARlHURJ. GALLAGHER & CO.
ONE BOCA PLACE
2255 GLADES ROAD, SUITE 400E
BOCA RATON, FL 33431
561-995-6708
Meeting your needs . .. _.. .Exceeding your expectations
C:\TEMP\Boca public officials liability proposal 1204 rev.doc
MONROE COUNTY BOCC
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Confidentiality Statement
We consider as confidential any information presented by Arthur 1. 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 bebalf. It is not intended to
replace or supersede your insurance policies.
MONROE COUNTY BOCC
,....__.,. '____n'
.
Table of Contents
INSURANCE COMPANY
DESCRIPTION OF PuBLIC OFFICIALS LIABILITY COVERAGE
TERMS AND CONDITIONS
PREMIUM SUMMARY
IMPORT ANT DISCLOSURES
MONROE COUNTY BOARD OF COUNTY COMMISSIONERS
TRANSMITTAL LETTER
(Continued)
We appreciate your trust in our service. We value your business and are happy to have Monroe
County as a client.
Sincerely,
Jori L. Van der Voort
Jon L. Vander V oort, ARM
Kathy Hill
Kathy Hill, CIC
C:\TEMP\Boca public officials liability proposal 1204 rev.doc
MONROE COUNTY BaCC
"", ""
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The Primary Carrier
.. A.M. Best's Rating ..
ACE/ILLINOIS UNION INSURANCE CoMPANY
Policy Holder Rating
A
Excellent
Financial Category
xv
MONROE COUNTY BOCC
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. ".
Guide to A.M. Best's Ratings
Best's Insurance Reports, published annually by AM. 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 Best's Insurance Report on the insurance companies is available for your review.
BEST'S RATING CLASSIFICATIONS
A++ to A+
A to A-
B++ to B+
Su erior
Excellent
V Good
BtoB-
c++ to C+
C to C-
Fair
Mar . nal
Weak
BEST'S FINANCIAL CLASSIFICATIONS
I SO to SI,OOO,OOO
II SI,OOO,OOO to $2,000,000
ill S2,000,000 to S5,000,000
IV $5,000,000 to SI0,000,000
V SI0,000,000 to S25,000,000
VI S25,000,000 to $50,000,000
vn S50,000,000 to SI00,000,000
vm SI00,000,000 to $250,000,000
IX S250,000,000 to S500,000,000
X S500,000,000 to S750,000,000
XI $750,000,000 to $1,000,000,000
XU $1,000000,000 to SI,250,000,000
xm $1,250,000,000 to SI,500,000,000
XIV SI,500,000,000 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 BaCC
.
Named Insured
Monroe County Board of County Commissioners
Airport Department
11 Simonton Street
KEY WEST, FL 33040
NOTE: Any entity not named as an insured is not covered under this policy. This includes
Partnerships and Joint Ventures.
MONROE COUNTY BOCC
'.,"',~ '" '.,," --' '"".'..
-
Public Omcials Liability
Limit of LiabilitvlLoss Limit 1
iiiiIi $ 2,000,000 Each Public Officials Claim
~ $ 2,000,000 Each Employment Practices Claim
.ii $ 2,000,000 Annual Aggregate
RETENTION
~$
100,000 Each Claim including Loss
Adjustment Expenses
TERMs/CONDITIONS
Iiiii Please refer to the attached specimen copy of
the policy.
Iiiii Coverage retro-Active Date - 12/20/2000
Iiiiii Claims-Made Form
.;, Limit of liability includes defense costs and loss
adjustment expenses
Iiiii Confirmation that General Uability Coverage will
remain in force for the duration of the policy.
Iiiiii Employment Practice Liability included
Iiiii Extended Reporting Period Provision
· Automatic Discovery Period - 60 Days
· Optional Discovery Period - Up to 1 year
subject to underwriting and additional
premium of 100% of the expiring premium to
be paid within 30 days of policy expiration.
1 Including Loss Adjustment Expenses
MONROE COU
"".. ....,
MONROE COUNTY BOCC
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EXCLUSIONS
Public Officials Liability
NOTE: No1
actual policy for
PLEASE REFER TO THE ATTACHED SPECIME
POLICY FOR A COMPLETE LIST OF EXCLUSIC
~ Prior I Pending Litigation: Prior to 1212012000.
~ Alleging, based upon, arising out of or attributa
dishonest or criminal acts
~ Seeking relief or redress in any form other thar
damages, or claim expenses for a claim seekir
monetary relief. The insurer will however provi
maximum defense costs for a claim seeking nc
~ Willful violation of any federal, state or local sUi
regulation
~ Damages arising out of bodily injury, (including
emotional distress, humiliation, disease or dea1
damage, diminution of value or loss of use and
~ Acts falling under the definition of Personallnjl
exception of assault and battery, this exclusion
employment practices liability.
IiiIi Arising out of the activities of any law enforcerr
personnel.
Iiiii Strikes riots or civil commotion.
~ Obligations arising out of ERISA Act of 1974 in
subsequent amendments or any similar federal
regulations including the administration of any I
plan or self insurance fund.
Iiiiii Damages arising out of principles of eminent d
possession etc.
~ Arising from any complaint or enforcement acti
governmental agency.
~ Future wages, overtime or similar claims even
liquidated damages, claims or suits.
EXCLUSIONS
(CONTINUED)
iiIiii Pollution, lead, asbestos, nuclear etc.
MONROE COUNTY HOCC
.
Premium Summary
COVERAGE
2004 - 2005
Public Officials Liability
$
20,789
TOTAL
$
20,789 (1)
(1) Does not include Florida surplus lines tax and/or fees - if applicable.
Client is Exempt from paying Florida surplus lines tax
Option
Add TRIA (Terrorism Coverage)
$6,930 Additional
Quotation Subject To
1. AIRPORT SUPPLEMENTAL APPLICATION
2. lIARD COpy LOSS RUNS
3. PREMIUM DUE UPON RECEIPT OF INVOICE (AT BINDING)
MONROE COUNTY BOCC
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'. ',"
IMPORTANT DISCLOSURES
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MONROE COUNTY BOCC
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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 1. 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.
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MONROE COUNTY BOCC
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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.
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MONROE COUNTY Boec
_ '''.,,"",",' ,,,.. ",..,' .., ",_...'-,
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CUENT AUTHORIZAnON TO BIND COVERAGE
After careful consideration of your proposal dated November 30, 2004, we accept your insurance
program subject to the following:
PLEASE CHECK THE DESIRED COVRAGES:
AIRPORT PUBLIC OFFICIALS LIABILITY
o INCLUDING TRIA
o EXCLUDING TRIA
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
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