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FKMA Non-Aeronautical Use Building 09/21/2022
46f 1-10.- Kevin Madok, CPA Clerk of the Circuit Court& Comptroller— Monroe County, Florida DATE: October 6, 2022 TO: CarN, Knight, Director Project Management Breminc Enicksort, Contract/Budget Administrator Project Maiiagerticrit Staii'I'lionipsort, Contract Administrator- Project Maiiagemerit FROM: Pamela G. Haiicoo4�kic. SUBJECT: September 21" BOCC Meeting Attached is art electronic copy oftlic lolloiviiig item for},olir limidlilig: C21 Task Order 1'()i- CoiistructJort Auditing Seruces mffi Carr, ffiggs& Irigraiii, 1A,C, III the amount of'S 121,600.00, to 1)crl'()riii pay application re%,Iews and close out cost %,erificati011 scnlices for the Eiiicrgeiic�- Operations Center Pro,ject. Tlns "Al be Funded by a combination of' grants from FDEM, FDO 1 1', and FEMA HMGP. Should you lia%,e arty questions please 1'eel free to contact the at (305) 292-3550. cc: Cotint®,Attoriie}, Fiiiaiice File KEY WEST MARATHON PLANTATION KEY PK/ROTH BUILDING 500 Whitehead Street 3117 Overseas Highway 88820 Overseas Highway 50 High Point Road Key West,Florida 33040 Marathon,Florida 33050 Plantation Key,Florida 33070 Plantation Key,Florida 33070 305-294-4641 305-289-6027 305-852-7145 305-852-7145 TASK ORDER FOR CONSTRUCTION AUDITING SERVICES BETWEEN MONROE COUNTY AND CARR, RIGGS & INGRAM, LLC FOR THE FLORIDA KEYS MARATHON AIRPORT NON-AERONAUTICAL USE BUILDING In accordance with the Professional Agreement for Construction Auditing Services, made and entered into on April 20, 2022, between MONROE COUNTY, hereinafter referred to as the "County," and CA RR, RIGGS & INGRAM, LLC, hereinafter referred to as "Consultant," where construction auditing services are prescribed, hereinafter referred to as the "Agreement". All terms and conditions of the Agreement apply to this Task Order,unless this Task Order amends, adds,or modifies a provision or an Article of the Agreement of which will be specifically referenced in this Task Order and the amendment, addition, or modification shall be precisely described. These additions apply only to the project referenced in this Task Order. This Task Order is effective on the 21 st day of September 2022. WHEREAS, the new Florida Keys Marathon Airport Non-Aeronautical Use Building project is nearing the commencement of construction and the County desires to have professional assistance with pay application review and close out of the project to ensure contract compliance. NOW, THEREFORE, in consideration of the mutual promises and covenants set forth below, the parties agree as follows: 1. In accordance with Article 11, SCOPE OF BASIC SERVICES of the Agreement, the Consultant will perform pay application review services as outlined in Exhibit A and close out cost verification services as outlined in Exhibit B. 2. In accordance with Article VII, paragraph 7.1 of the Agreement, the County shall pay the Consultant a Not-to-Exceed amount of One Hundred, Twenty-One Thousand, Six Hundred and 00/100 Dollars ($121,600.00)paid monthly based on the following: a. Pay Application Review (PAR) — $87,400.00 Not-to-Exceed paid upon receipt of documentation and approval by the Director of Project Management. b. Reimbursable Expenses — $0.00 Not-to-Exceed paid upon receipt of documentation and approval by the Director of Project Management. c. Close Out Cost Verification — $34,200.00 Not-to-Exceed paid upon receipt of documentation and approval by the Director of Project Management Page 1 of 7 All other Terms and Conditions of the Task Order shall remain in accordance with the Agreement. WHEREOF,each party caused this Task Order to he executed by its duty authorized �W� �y�N �itr,ImaW�t ro BOARD OF COUNTY COMMISSIONERS �t 1DWr ;icrGc OF Mt)N T)A w .., T� ° � wt.. �� As Deputy Cleric Mayor/Chairman Date:...-- 2,J it 2 0 MOUE � U A F _w.....,.,. _...__...........................__. ._. AS TO FORM W , DATE: CONSULTANT: Consultant's WitnessAttest: CARR, � ,L.,LC y:__. By: .......,, _.............. Printed c Printed ame: Title: � � � Title: .......... `0 Page 2 f�� E%H|BITA Plantation Key Judicial Courthouse and Detention Facility Pay Application Review 1. Verify the contract value as represented on the payment application is correct. 2. Verify the amounts reported on the payment application reconcile to previous payment applications and are mathematically accurate. l Vouch charges to related supporting supplier/vendor invoices/sub-contractor pay applications, etc. (as applicable). 4. Verify labor and labor burden are charged in accordance with the contract. S. Confirm change orders are properly approved and incorporated into the pay application. 6. Validate proper review and approval by the appropriate representatives. 7. Other applicable compliance criteria as needed, tailored specific to the project. Q. Monthly pay application checklist includes obse rvations/reco m mended follow-up. Page 3of7 EXHIBIT Plantation Key Judicial Courthouse and Detention Facility Close Out 1. Inspect a copy of the Contract(the"AQreement"), between the County and 8i|tmore Construction Company, Inc. (the "Construction K4ana8er"), including all Amendments,collectively referred toas the"contract documents", relative to the construction of the Project. 2. Inquire of the County and the Construction Manager as to whether there are any disputed provisions between the two parties, relative to the contract documents or the Pnojeot's costs as provided in 4. below,or\f there are any other unresolved disputes. I Inquire of the Construction Manager as to whether there are any disputes between the Construction Manager and its subcontractors. 4. Obtain from the Construction Manager, a copy of the final job cost detail (the "final job cost detail"). 5. Obtain from the Construction Manager and the County, a copy of the final payment application request issued to the County("fina| pay app|)oation"). 6. Obtain from the Construction Manager a reconciliation between the final job cost detail and the final pay application. 7. F,omthefina|jnbcostdetai|,se|ecteUsubcontractoovvithtota| oostsinexcessof$5(lOOO("se|eoted subuontmcLony)and perform the following: a. Obtain the subcontract and related change orders, executed between the selected subcontractors and the Construction Manager. Compare the total amount recorded in the final job cost detail to the original subcontract amount plus the related change orders. b. Obtain the appropriate labor and material pricing estimates, vendor invoices, and subcontractor markups ("supporting documentation") for the subcontractor change orders in 7.a.above.Compare the change order amounts to the supporting documentation. C. Obtain from the Construction Manager, the final lien releases or individual payment lien releases totaling the final subcontract value submitted by the selected subcontractor tothe Construction Manager, or a sample of cancelled checks for payments made by the Construction Manager to the selected subcontractor ("payment documentation"). Compare the final subcontract amount 10 the payment documentation. d. Obtain a listing of owner direct purchases ("ODP") from the County related to each subcontract selected. Compare the ODP amounts to the sum of the deductive ODP change orders, per the selected subcontractor. O. If there are reimbursable labor charges included in the final job cost detail,from the total number of Construction Manager employee payroll transactions listed in the final job co/tde1ai[ haphazardly select m sample of at least 20 Construction Manager payroll transactions. Each sampled payroll transaction will be for a specific, identified time period of the Project. Page 4of7 9. From the items selected in 8. above perform the following: a. Obtain copy of or access to,the original timesheet and a payroll register,for the time period of the selected transaction,showing gross pay to the employee for each employee selected. b. Compare the amount listed for each sample in the final job cost detail to the items obtained inSa. above. 10. If labor burden is included in reimbursable labor (if any), recalculate the labor burden percentage and compare i1to the fixed rate per the contract documents. 11. From the final job cost detail, select any non'subcontreotor |ine items that exceed $58,000ond perform the following: a. Obtain a copy of or access to, the original invoice, pricing document, and a copy of the cancelled check for each item selected. if there are more than 10 entries for the non- subcontractor in the final job cost detail,select a sample of at least 5 items. b. Compare the documents obtained in 11.a.to the amount recorded in the final job cost detail. lI. From the final job cost detail,select amounts for payment and performance bond costs and builder's risk insurance(as applicable)and perform the following: a. Obtain a copy of or access to the original invoices and a copy of the cancelled check or other proof of payment paid directly to a third party.Compare the documentation obtained to the amounts recorded in the final job cost detail. 13. From the final job cost detail, select amounts for general liability insurance and perform the following: a. Where applicable,obtain the Construction Manager's internal allocation for general liability insurance charges. b. Inspect the internal allocation method and calculation. Compare the documentation obtained in 13.a.above 10 the amounts recorded to the final job cost detail. c. If applicable,obtain third party invoices for internal allocation amounts. d. If there is a self-insured portion of the premium, inquire regarding the calculation methodology for the self-insured portion of the premium. Obtain third party invoices or documentation for the calculation of the self-insured portion of the premium. Specifically inquire if that portion of the premium is based on actuarial calculations. If so, obtain the actuarial report supporting the calculation. e. If applicable,obtain supporting documentation for the allocation base,i.e.annual company- wide revenue for the Construction Manager, t If applicable, recalculate the Construction Manager's internal allocations and compare the recalculation to the amounts}n the final job cost detail. 14. Inquire of the Construction Manager to determine if there are any expenditures, in the final job cost detail,to entities related by common ownership or management to the Construction Manager. 15. If there are expenditures to entities related by common ownership or management noted in 14. above, perform the following: a. Report the entity and volume of the transactions to the County. b. Determine if such transactions are properly authorized bythe County,in accordance with the Page 5of7 contract documents. 16. From the final job cost detail, haphazardly select at least five transactions determined to be the Construction Manager's internal charges tothe Project (if internal charges exceed $15,000), and perform the following: e. Obtain vendor invoices and Construction Manager calculations for internal charge rates. b. Compare the internal charge rates recorded in the final job cost detail tothe supporting documentation obtained in 16.a.above. ll Obtain the Project's Notice to Proceed("NTP")from the County and inspect the dates of the charges in the final job cost detail for recorded costs with dates prior to the date on the NTP. 18. Inquire of the Construction Manager to determine whether they are using a subcontractor default insurance program ("subguand") for subcontractor bonding requirements. If so, perform the following: o. Inspect the final job cost detail, as well as subcontracts and change order line items for tile selected subcontractors noted in 7. above, for line items described au subcontractor bond cogs. b. Obtain an invoice and cancelled checks for the subguard charges found in the final job cost detail, if paid toe third party. c. If the charges for subQuand are the result of an internal allocation, obtain the internal allocation calculations that support the amounts in the final job cost detail and compare the calculations to the amounts in the final job cost detail. d. If there is o self-insured portion of the premium, inquire regarding the oa|ou|odon methodology for the self-insured portion of the premium. Obtain third party invoices or documentation for the calculation of the self-insured portion of the premium. Specifically inquire if that portion of the premium is based on actuarial calculations. If so, obtain the actuarial report supporting the calculation. e. If internal allocations are used, recalculate the internal allocations, and compare the recalculation to the charges in the final job cost detail. t Obtain written representation that the subcontractors on the Project,enrolled in subguard, have not included bond costs in their payment applications. 19. Obtain all signed and executed change orders between the County and the Construction Manager for the duration of the Project. 20. Obtain from the County, a log of the ODPo plus sales tax savings for the Project and perform the following: o. Recalculate the total ODPs,from the log obtained above,bytaNngthe actual UQPs spent on the Project and comparing them tothe original contractvalue(including ODPs)plus or minus any change orders(not including OUp change ondem). b. Inquire if the County will seekto recoverthe amount of any such missed tax savingsfrom the Construction Manager. 21. Compare the DDP log plus tax savings amount obtained in2U.above,tethe total signed and executed change order amounts obtained inl9. above relative toODPs. Page 6of7 22. Utilizing the not-to-exceed general requirements detail from the contract documents in 1. above compare to the general requirements charges noted in the final job cost detail. 23. Recalculate the adjusted guaranteed maximum price ("GIVIP") asfollows: a. Obtain the original GMP amount, including any fixed or percentage-based Construction Manager fees or lump sums from the contract documents noted in1. above. b. Add the original GK4P amount (from 1. above) plus additive change orders and minus deductive change orders from 19. above. 24. Obtain the final contract value, per the final pay application (noted in 5. above) and compare it to the adjusted GMP amount recalculated in 23.b. above. JS. Recalculate the final construction costs asfollows: a. Starting with the final job cost detail, adjust for any reductions identified in the application of the above procedures (i.e. subcontractor markup differences, non-reimbursable items, repair/rework items,etc.,as applicable)to reach the"adjusted final job costs". b. Utilizing the adjusted final job costs, add any fixed fees or lump sum amounts to reach the "final construction costs" c. Compare the adjusted GMP amount calculated in 23.b.above to the final construction costs amount from 25.b. above. 26. Obtain,from the County and/or the Construction Manager,all of the Project's contingency logs and usage documents and inspect all contingency usage forms for the County's designated representative's signature ofapproval. 27. Compare the ending balances in the contingency funds, per the contingency logs obtained in 26. above,to the change order amount of the funds returning to the County,as obtained in 19. above. 28. Obtain the Certificate of Substantial Completion, signed by the Architect, and compare the date of this document to the time requirements contained in the contract documents. 29. Obtain the Certificate of Final Inspection, signed by the Architect, and compare the date of this document to the time requirements contained in the contract documents. 30. Utilizing the Certificate of Final Inspection obtained in 29.above, inspect the dates of the charges in the final job cost detail for recorded costs with dates subsequent to the dote of the Certificate of Final Inspection. Page 7of7 AC � CERTIFICATE OF LIABILITY INSURANCE o/17M/20'z Y) 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 1-847-385-6800 CONTACT Cathy Kuehl Edgewood Partners Insurance Center PHONE FAX Lemme, a division of EPIC A/C No Ext: 847-385-6800 (A/C,No): E-MAIL s certs@lemme.com 111 West Campbell ADDRESS: P 3 4th Floor INSURER(S)AFFORDING COVERAGE NAIC# Arlington Heights, IL 60005 INSURERA: BERKLEY ASSUR CO 39462 INSURED INSURER B: Carr, Riggs & Ingram, LLC INSURER C 901 Boll Weevil Circle, Suite 200 INSURERD: INSURER E: Enterprise, AL 36330 INSURERF: COVERAGES CERTIFICATE NUMBER: 65855492 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 $ OCCUR DAMAGE S( RENTED CLAIMS-MADE PREMISES Ea occurrence) ccurrence) $ MED EXP(Any one person) $ PERSONAL&ADV INJURY $ GEN'L AGGREGATE LIMIT APPLIES PER: GENERALAGGREGATE $ POLICY D JEC LOC PRODUCTS-COMP/OP AGG $ OTHER: ,.1r4 $ AUTOMOBILE LIABILITY '� ,.,� COa MBIN identent) LE LIMIT $ """^^ E acc ANY AUTO BODILY INJURY(Per person) $ 8 WNED SCHEDULED OH AUTOS NON OWNED y H ,-,:, �� ^�� . 1 9 BODILY INJURY(Per accident) $ AUTOS ONLY AUTOS „.,, a AUTOS ONLY AUTOS ONLY (Per acPROPEdenDAMAGE $ UMBRELLALIAB OCCUR EACH OCCURRENCE $ EXCESS LAB CLAIMS-MADE AGGREGATE $ DED RETENTION$ $ WORKERS COMPENSATION PER OTH- AND EMPLOYERS'LIABILITY Y/N STATUTE ER ANYPROPRIETOR/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 Cyber Insurance BCRS1-3000045-04 06/09/22 06/09/23 Each Claim 1,000,000 Aggregate 2,000,000 DESCRIPTION OF OPERATIONS/LOCATIONS/VEHICLES (ACORD 101,Additional Remarks Schedule,maybe attached if more space is required) CERTIFICATE HOLDER CANCELLATION Monroe County BOCC SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. 1100 Simonton Street, Suite 2-216 AUTHORIZED REPRESENTATIVE Key West FL 33040 � M ©1988-2015 ACORD CORPORATION. All rights reserved. ACORD 25(2016/03) The ACORD name and logo are registered marks of ACORD Karen.Niesman@lemme.com LEM 65855492 CARRR-2 OP ID: TB AC©RL�° CERTIFICATE OF LIABILITY INSURANCE DATE(M1/20 2 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: Forrest J.Warren Whittaker-Warren Insurance HONE P.O. Box 311283 PA//C,N EXt:334-347-2631 (A/C,No): 334-393-2345 Enterprise,AL 36331 E-MAIL Forrest J.Warren ADDRESS:forrest—whittakerwarren@centurytel.net INSURER(S)AFFORDING COVERAGE NAIC# INSURERA:Continental Casualty Company 20443 INSURED Carr, Riggs, &Ingram, LLC INSURER B:American Casualty Company of 20427 901 Boll Weevil Cir, Suite 900 INSURERC:Continental Insurance Company 35289 Enterprise,AL 36330 INSURER D 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 DDL UBR POLICY EFF POLICY EXP LIMITS LTR INSD WVD POLICY NUMBER MM/DD/YYYY MM/DD/YYYY A X COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE $ 1,000,000 CLAIMS-MADE [XI OCCUR X 6045711126 01/07/2022 01/07/2023 DAMAGE TO RENTED 500,000 PREMISES Ea occurrence $ MED EXP(Any one person) $ 15,000 PERSONAL&ADV INJURY $ 1,000,000 GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $ 2,000,000 POLICY❑ PRO JECT ❑ LOC PRODUCTS-COMP/OPAGG $ 2,000,000 OTHER: Emp Ben. $ 1,000,000 AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT $ 1,000,000 Ea accident B X ANY AUTO 6045711112 01/07/2022 01/07/2023 BODILY INJURY(Per person) $ ALL OWNED SCHEDULED BODILY INJURY(Per accident) $ AUTOS AUTOS NON-OWNED PROPERTY DAMAGE $ HIRED AUTOS AUTOS Per accident X UMBRELLA LIAB X OCCUR EACH OCCURRENCE $ 20,000,000 C EXCESS LIAB CLAIMS-MADE 6045711143 01/07/2022 01/07/2023 AGGREGATE $ 20,000,000 DED X RETENTION$ 10000 $ WORKERS COMPENSATION X PER OTH- AND EMPLOYERS'LIABILITY STATUTE ER A ANY PROPRIETOR/PARTNER/EXECUTIVE Y/" 6045689709 12/31/2021 12/31/2022 E.L.EACH ACCIDENT $ 1,000,000 OFFICER/MEMBER EXCLUDED? ❑N/A (Mandatory in NH) E.L.DISEASE-EA EMPLOYEE $ 1,000,000 If yes,describe under DESCRIPTION OF OPERATIONS below E.L.DISEASE-POLICY LIMIT $ 1,000,000 DESCRIPTION OF OPERATIONS/LOCATIONS/VEHICLES (ACORD 101,Additional Remarks Schedule,may be attached if more space is required) Certificate holder is additional insured with regard to general liability 1' ' '° where required by written contract. I " 77 WAMM {,1k w CERTIFICATE HOLDER CANCELLATION MONROEF SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE Monroe Count BOCC THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN y ACCORDANCE WITH THE POLICY PROVISIONS. 1100 Simonton Street Ste 2-216 Key West, FL 33040 AUTHORIZED REPRESENTATIVE ©1988-2014 ACORD CORPORATION. All rights reserved. ACORD 25(2014/01) The ACORD name and logo are registered marks of ACORD CERTIFICATE OF LIABILITY INSURANCE 08/0 M/2022 Y) 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 1-847-385-6800 CONTACT Cathy Kuehl Edgewood Partners Insurance Center PHONE FAX Lemme, a division of EPIC A/C No Ext: 847-385-6800 (A/C,No): E-MAIL PSGCerts@lemme.com 111 West Campbell ADDRESS: 4th Floor INSURER(S)AFFORDING COVERAGE NAIC# Arlington Heights, IL 60005 INSURERA: Scottsdale Ins Co and various insurers INSURED INSURER B: Carr, Riggs & Ingram, LLC INSURER C 901 Boll Weevil Circle, Suite 200 INSURERD: INSURER E: Enterprise, AL 36330 INSURERF: COVERAGES CERTIFICATE NUMBER: 66295121 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 HIRED NON-OWNED Ir0. k,W, PROPERTY DAMAGE $ AUTOS ONLY AUTOS ONLY Per accident illy, .'M..W $ UMBRELLALIAB OCCUR 8 2 EACH OCCURRENCE $ EXCESS LAB CLAIMS-MADE TE__ ^^""""',,_� "" �� - - AGGREGATE $ DED RETENTION$ ��p �,���4 A +' $ WORKERS COMPENSATION PER OTH- AND EMPLOYERS'LIABILITY Y/N STATUTE ER ANYPROPRIETOR/PARTNER/EXECUTIVE E.L.EACH ACCIDENT $ OFFICER/MEMBER 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 HWS0000159 08/07/22 08/07/23 Each Claim 1,000,000 Aggregate 1,000,000 DESCRIPTION OF OPERATIONS/LOCATIONS/VEHICLES (ACORD 101,Additional Remarks Schedule,maybe attached if more space is required) CERTIFICATE HOLDER CANCELLATION SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE Monroe County BOCC THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. 1100 Simonton Street, Suite 2-216 AUTHORIZED REPRESENTATIVE Key West, FL 33040 (/ USA ©1988-2015 ACORD CORPORATION. All rights reserved. ACORD 25(2016103) The ACORD name and logo are registered marks of ACORD Cheryl.Donohue@lemme.com_LEM 66295121 CERTIFICATE OF LIABILITY INSURANCE 08/0 M/2022 Y) 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 1-847-385-6800 CONTACT Cathy Kuehl Edgewood Partners Insurance Center PHONE FAX Lemme, a division of EPIC A/C No Ext: 847-385-6800 (A/C,No): E-MAIL PSGCerts@lemme.com 111 West Campbell ADDRESS: 4th Floor INSURER(S)AFFORDING COVERAGE NAIC# Arlington Heights, IL 60005 INSURERA: Scottsdale Ins Co and various insurers INSURED INSURER B: Carr, Riggs & Ingram, LLC INSURER C 901 Boll Weevil Circle, Suite 200 INSURERD: INSURER E: Enterprise, AL 36330 INSURERF: COVERAGES CERTIFICATE NUMBER: 66295121 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 HIRED NON-OWNED Ir0. k,W, PROPERTY DAMAGE $ AUTOS ONLY AUTOS ONLY Per accident illy, .'M..W $ UMBRELLALIAB OCCUR 8 2 EACH OCCURRENCE $ EXCESS LAB CLAIMS-MADE TE__ ^^""""',,_� "" �� - - AGGREGATE $ DED RETENTION$ ��p �,���4 A +' $ WORKERS COMPENSATION PER OTH- AND EMPLOYERS'LIABILITY Y/N STATUTE ER ANYPROPRIETOR/PARTNER/EXECUTIVE E.L.EACH ACCIDENT $ OFFICER/MEMBER 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 HWS0000159 08/07/22 08/07/23 Each Claim 1,000,000 Aggregate 1,000,000 DESCRIPTION OF OPERATIONS/LOCATIONS/VEHICLES (ACORD 101,Additional Remarks Schedule,maybe attached if more space is required) CERTIFICATE HOLDER CANCELLATION SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE Monroe County BOCC THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. 1100 Simonton Street, Suite 2-216 AUTHORIZED REPRESENTATIVE Key West, FL 33040 (/ USA ©1988-2015 ACORD CORPORATION. All rights reserved. ACORD 25(2016103) The ACORD name and logo are registered marks of ACORD Cheryl.Donohue@lemme.com_LEM 66295121 CARRR-2 OP ID: TB AC©RL�° TE CERTIFICATE OF LIABILITY INSURANCE FDA04/21/2022Y) 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: Forrest J.Warren Whittaker-Warren Insurance P.O.Box 311283 A/c"r o Ext:334-347-2631 FAX No): 334-393-2345 Enterprise,AL 36331 E-MAIL forrest whittakerWarren@centurytel.net Forrest J.Warren ADDRESS: _ INSURER(S)AFFORDING COVERAGE NAIC# INSURERA:Continental Casualty Company 20443 INSURED Carr, Riggs, &Ingram, LLC INSURER B:American Casualty Company of 20427 901 Boll Weevil Cir,Suite 900 INSURERC:Continental Insurance Company 35289 Enterprise,AL 36330 INSURER D: 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 DDL UBR POLICY EFF POLICY EXP LIMITS LTR INSD WVD POLICY NUMBER MMIDD/YYYY MMIDD/YYYY A X COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE $ 1,000,000 CLAIMS-MADE [XI OCCUR X 6045711126 01/07/2022 01/07/2023 DAMAGE TO RENTED 500 000 PREMISES Ea occurrence $ r MED EXP(Any one person) $ 15,000 PERSONAL&ADV INJURY $ 1,000,000 GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $ 2,000,000 POLICY JJECT LOC PRODUCTS-COMP/OPAGG $ 2,000,000 OTHER I Emp Ben. $ 1,000,000 AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT $ 1,000,000 Ea accident B X ANY AUTO 6045711112 01/07/2022 01/07/2023 BODILY INJURY(Per person) $ ALL OWNED SCHEDULED BODILY INJURY(Per accident) $ AUTOS AUTOS NON-OWNED PROPERTY DAMAGE $ HIRED AUTOS AUTOS Per accident X UMBRELLA LIAB X OCCUR EACH OCCURRENCE $ 20,000,000 C EXCESS LIAB CLAIMS-MADE 6045711143 01/07/2022 01/07/2023 AGGREGATE $ 20,000,000 DED X RETENTION$ 10000 $ WORKERS COMPENSATION X PER OTH- AND EMPLOYERS'LIABILITY STATUTE ER A ANY PROPRIETOR/PARTNER/EXECUTIVE Y/N 6045689709 12/31/2021 12/31/2022 E.L.EACH ACCIDENT $ 1,000,000 OFFICER/MEMBER EXCLUDED? ❑N/A (Mandatory in NH) E.L.DISEASE-EA EMPLOYEE $ 1,000,000 If yes,describe under DESCRIPTION OF OPERATIONS below E.L.DISEASE-POLICY LIMIT $ 1,000,000 DESCRIPTION OF OPERATIONS/LOCATIONS/VEHICLES (ACORD 101,Additional Remarks Schedule,may be attached if more space is required) Certificate holder is additional insured with regard to general liability 1' ' '° where required by written contract. I " 77 WAMM {,1°k w CERTIFICATE HOLDER CANCELLATION MONROEF SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE Monroe Count BOCC THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN y ACCORDANCE WITH THE POLICY PROVISIONS. 1100 Simonton Street Ste 2-216 Key West, FL 33040 AUTHORIZED REPRESENTATIVE ©1988-2014 ACORD CORPORATION. All rights reserved. ACORD 25(2014/01) The ACORD name and logo are registered marks of ACORD AC � CERTIFICATE OF LIABILITY INSURANCE o/17M/20'z Y) 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 1-847-385-6800 CONTACT Cathy Kuehl Edgewood Partners Insurance Center PHONE FAX Lemme, a division of EPIC A/C No Ext: 847-385-6800 (A/C,No): E-MAIL s certs@lemme.com 111 West Campbell ADDRESS: P 3 4th Floor INSURER(S)AFFORDING COVERAGE NAIC# Arlington Heights, IL 60005 INSURERA: BERKLEY ASSUR CO 39462 INSURED INSURER B: Carr, Riggs & Ingram, LLC INSURER C 901 Boll Weevil Circle, Suite 200 INSURERD: INSURER E: Enterprise, AL 36330 INSURERF: COVERAGES CERTIFICATE NUMBER: 65855492 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 $ OCCUR DAMAGE S( RENTED CLAIMS-MADE PREMISES Ea occurrence) ccurrence) $ MED EXP(Any one person) $ PERSONAL&ADV INJURY $ GEN'L AGGREGATE LIMIT APPLIES PER: GENERALAGGREGATE $ POLICY D JEC LOC PRODUCTS-COMP/OP AGG $ OTHER: ,.1r4 $ AUTOMOBILE LIABILITY '� ,.,� COa MBIN identent) LE LIMIT $ """^^ E acc ANY AUTO BODILY INJURY(Per person) $ 8 WNED SCHEDULED OH AUTOS NON OWNED y H ,-,:, �� ^�� . 1 9 BODILY INJURY(Per accident) $ AUTOS ONLY AUTOS „.,, a AUTOS ONLY AUTOS ONLY (Per acPROPEdenDAMAGE $ UMBRELLALIAB OCCUR EACH OCCURRENCE $ EXCESS LAB CLAIMS-MADE AGGREGATE $ DED RETENTION$ $ WORKERS COMPENSATION PER OTH- AND EMPLOYERS'LIABILITY Y/N STATUTE ER ANYPROPRIETOR/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 Cyber Insurance BCRS1-3000045-04 06/09/22 06/09/23 Each Claim 1,000,000 Aggregate 2,000,000 DESCRIPTION OF OPERATIONS/LOCATIONS/VEHICLES (ACORD 101,Additional Remarks Schedule,maybe attached if more space is required) CERTIFICATE HOLDER CANCELLATION Monroe County BOCC SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. 1100 Simonton Street, Suite 2-216 AUTHORIZED REPRESENTATIVE Key West FL 33040 � M ©1988-2015 ACORD CORPORATION. All rights reserved. ACORD 25(2016/03) The ACORD name and logo are registered marks of ACORD Karen.Niesman@lemme.com LEM 65855492