1. 07/31/2002 Contract
Cleltl of De
Circul coun
Danny L. Kolhage
Phone: 305-292-3550 Fax: 305-295-3663
Memnrandum
To:
James Roberts,
County Administrator
Isabel C. DeSantis, _QJ
Deputy Clerk V
Tuesday, September 10, 2002
From:
Date:
At the Special BOCC meeting on July 31, 2002, the Board adopted Resolution No.
312-2002 authorizing the Mayor to execute on behalf of Monroe County a Contract with
KW Resort Utility, Inc., for the construction of wastewater collection infrastructure for
South Stock Island.
Attached hereto is a certified copy of the sUbject Resolution and duplicate
original of the Contract for your handling.
Should you have any questions concerning this matter please feel free to contact
this office.
Copies: Finance
County Attorney
File ../
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CAPACITY RESERVATION AND INFRASTRUCTURE CONTRACT
KW Resort Utilities Corporation
THIS CONTRACT is entered into this 31st day of July, 2002, by and between Monroe County,
a political subdivision of the State of Florida, whose address is Gato Building, 1100 Simonton Street,
Key West, FL 33040 (County), and KW Resort Utilities Corp., a Florida corporation whose address is
6450 College Road, Key West, FL 33040 (Utility), for the purchase of wastewater treatment plant
capacity reservation to serve South Stock Island and the installation and expansion for the
wastewater collection treatment system on South Stock Island. Whereby the County agrees to
provide initial funding for the installation and expansion of the Utility wastewater treatment system
and the Utility agrees to provide wastewater treatment services to the residences and businesses of
South Stock Island.
IN CONSIDERATION of the mutual promises and benefits set forth below, the parties agree as
follows:
1. A. The County agrees to purchase from the Utility, and the Utility agrees to sell,
capacity at its wastewater treatment plant sufficient to treat 1500 e.d.u.'s. The Utility agrees that
the capacity purchased is to serve the South Stock Island area. As consideration for the purchase
the County agrees to fund the Utility's construction of the wastewater collection system on South
Stock Island, in an amount not to exceed $4,606,000, pursuant to the plans dated May 30, 2002
from Weller Engineering Corporation. The plans are attached to this contract as Exhibit A and made
a part of it. The Utility's completion of the system must be done in 16 months from the
commencement date of this contract unless delayed by acts of war, legal challenges, acts of God, or
lack of funding from the government.
B. The Utility agrees that the County will make monthly partial payments of the
construction costs of $4,606,000 to the Utility in amounts equal to the percentage of South Stock
Island infrastructure work satisfactorily completed during the previous month. The parties agree
that the construction costs of $4,606,000 is allocated as follows:
i.
Ii.
iii.
iv.
v.
Collection system infrastructure
Contingency amount
Engineering and engineering inspection
Construction administration and legal fees
Testing
Total
$3,500,000
380,000
279,000
347,000
100.000
$4,606,000
The Utility agrees that the maximum amount due it from the County under this contract is
$4,606,000. If the construction of the South Stock Island infrastructure expansion described in
paragraph one costs in excess of $4,606,000, the excess costs are solely the responsibility of the
Utility and do not operate in any way to relieve the Utility of its obligation to complete the
infrastructure so that it satisfactorily collects wastewater in South Stock Island and transports It to
the Utility's plant for treatment. In order to insure that the collection infrastructure is satisfactorily
completed and that all contractors (in any tier) and materialmen are paid, the Utility agrees to
purchase, or require its contractors to purchase, performance and payment bonds in a form and
amount satisfactory to the County. No payment will be made by the County until the bonds are
purchased. The Utility must also supply the County with the names of all contractors before
payment can be made.
C. Payments to the Utility will be made as follows:
i. On the first business day of each month the Utility shall submit to the County
Engineer an invoice, in a form satisfactory to the County Clerk, for payment for
the work completed, or materials delivered, during the prior month. The
invoice must contain:
a) An engineer's certificate that the percentage of work requested for
payment has been completed in a good workmanlike manner and the
amount requested represents the percentage of work completed, or
materials delivered to the Utility for incorporation into the work provided
they are kept separate from other materials at the Utility's site(s) and
are identifiable as materials for incorporation in the work authorized by
this contract, together with any supporting documentation requested by
the County Engineer.
b) Partial lien waivers for interim payments from the contractors,
materialmen, and Utility. Final waivers are necessary for final payment.
An engineer's certificate that the South Stock Island infrastructure
expansion is functioning satisfactorily and in accordance with the design
and performance criteria of Ex. A is also required for final payment.
ii. The County Engineer must review the invoice and within 5 business days,
inspect the work completed and materials delivered, and inform the Utility in
writing of any error or omission in the invoice and what must be done to
correct the deficiency. If the invoice is satisfactory he shall forward the invoice
to the County Clerk for payment. The Clerk must then promptly review the
invoice. If the Clerk determines there is an error or omission in the invoice, he
must inform the Utility in writing. If the invoice is not returned to the Utility by
the Engineer or Clerk for correction, the Clerk must make the payment to the
Utility within 20 business days of the County Engineer's receipt of the invoice.
A corrected invoice need only be returned to the officer who noted the
deficiency, with a copy to the County Engineer and, if satisfactorily corrected,
shall be paid by the Clerk within 20 days of the officer's receipt of a corrected
invoice.
iii. If there is a dispute between the Utility and one of its contractors which
disrupts, delays or stops the work, the County reserves the right to withhold
payment(s) until the dispute is resolved.
D. The Utility agrees to keep its financial records pertaining to this contract
according to generally accepted accounting principles. The records must be kept three years after
the date of the County Clerk's, or County's issuance of an audit for this contract.
The Utility must make its financial records pertaining to this contract available to an auditor
employed by the County or Clerk during regular business hours (Monday-Friday, 9 AM - 5 PM,
holidays excepted). If the auditor determines that money paid by the County to the Utility was not
spent as authorized by this contract, or that the $600 portion of the capacity reservation fees
collected from property owners was not spent on AWT conversion and operating costs as required by
this contract, or that capacity reservation fees collected from property owners were not remitted to
the County as required by this contract, then the Utility must repay to the County the amounts not
spent or remitted as required by this contract, together with interest calculated at the rate set forth
in Sec. 55.03, Fla. Stat., from the date the auditor determines that the funds were improperly spent
or withheld.
E. The parties agree that nothing in this contract may be construed to create
privity, or any other contractual or legal relationship however described, between the County and
2
any contractors, subcontractors, design professionals and administrative personnel, and
materialmen, of the Utility. Such persons may not seek payment from the County but only from the
Utility or the Utility's sureties.
F. The South Stock Island wastewater collection infrastructure constructed
pursuant to this contract is, and will remain, the sole property of the Utility. Nothing in this contract
may be construed as creating any County obligation or liability to the Utility or any third parties to
construct, maintain, repair or operate the infrastructure.
G. The payments due the Utility pursuant to this contract may be paid out of
County non-ad valorem revenue sources only. The Utility agrees that it may not seek to compel the
County to pay any amount out of ad valorem funds that may be due the Utility under this contract.
3. Utility agrees to reimburse County, to the extent of its collection of capacity
reservation fees from all new customers connecting to the vacuum sewer system to be constructed
pursuant to the plans of Ex. A. and funded by this contract. Utility shall account and pay to the
County on a monthly basis all amounts due. The capacity reservation fee is $2,700 per EDU
(equivalent dwelling unit) as set forth in the Utility's tariff filed with the Public Service Commission,
which fee shall remain at $2,700 until January 1, 2007. Notwithstanding, the foregoing Utility shall
not be required to repay the County the advanced funds unless there are monies generated by
connections to the South Stock Island wastewater collection infrastructure project and only to the
extent of collections from that project.
4. Utility agrees to repay the funds advanced by County for the construction of the South
Stock Island wastewater collection infrastructure project. Utility's obligation of repayment is limited
to the capacity reservation fees collected by the Utility from new customers connecting to the
project. Utility shall account for the collection of new customer capacity reservation fees on a
monthly basis. Utility shall pay to the County the total sum of the new customer capacity
reservation fees collected during any month by the fifth business day of the succeeding month.
Utility has neither the authority nor the obligation to enforce the mandate of the State of Florida or
to require the owners of residences and businesses of South Stock Island to abandon their current
wastewater treatment system and connect to the wastewater collection infrastructure project.
5. Utility further agrees to convert its wastewater treatment system to Advanced Waste
Water Treatment (5-5-3-1), hereafter AWT, by January 1, 2007 provided that the County so
requests and that Utility is allowed to recapture the costs of its conversion to AWT and increased
operating costs by a resolution of the County Commission. Such resolution requesting that the
Utility convert to AWT and that allows Utility to recapture the costs of its conversion to AWT and
increased operating costs must be adopted before January 1, 2003. Any repayment of funding by
the County to construct the project from the collection of new capacity reservation fees shall be
proportionally discounted and reduced by the Utility's cost of conversion to AWT standards. Utility
shall be allowed to retain a fixed fee of $600 per capacity reservation fee (EDU) from the project to
cover the incremental cost of conversion and initial AWT operation. The net amount due to the
County from the collection of any new capacity reservation fees would be equal to $2,100 (capacity
reservation fee $2,700 per EDU less discount for AWT conversion $600). Any connection fees
collected from users of the existing wastewater collection system who connected to that system prior
to the effective date of this contract, and which fees were reserved for AWT, must be spent on AWT.
The Utility agrees to complete the AWT upgrade at its own expense if the fees collected for the
upgrade under this paragraph do not cover the total cost of the upgrade. The Utility agrees to use
its best efforts to require the property owners of South Stock Island to connect to the new collection
infrastructure. If the owner of a property required to connect to the new collection system refuses
to do so, the Utility shall refer the refusal to the County which may use any available legal or
equitable remedy to compel connection.
6. Utility agrees not to add the construction cost funded by the County to its cost basis
utilized by the Public Service Commission to calculate a reasonable return on invested capital. Utility
3
further agrees not to use the advances in calculating any impact fees, connection charges or any like
charges imposed on Utility's customers, i.e., that the advances will be applied as a credit against
such fees otherwise charged.
7. The Utility agrees to indemnify and hold harmless the County, members of the County
Commission, County officers and employees, and County contractors, from any acts or omission
committed by the Utility's officers, employees, and contractors (of any tier) during the course of
performing the work required by this contract. This paragraph will survive the completion of the
work. The purchase of the insurance required by paragraph 8 does not vitiate this
indemnification/hold harmless paragraph.
8. During the term of this contract the Utility must keep in full force and effect the
insurance set forth in Exhibit B. Exhibit B is attached to this contract and made a part of it.
9. The Utility warrants that he/it has not employed, retained or otherwise had act on
his/its behalf any former County officer or employee subject to the prohibition of Section 2 of
Ordinance No. 010-1990 or any County officer or employee in violation of Section 3 of Ordinance No.
010-1990. For breach or violation of this provision the County may, in its discretion, terminate this
contract without liability and may also, in its discretion, deduct from the contract or purchase price,
or otherwise recover, the full amount of any fee, commission, percentage, gift, or consideration paid
to the former County officer or employee.
10. This contract is governed by the laws of the State of Florida. Venue for any litigation
arising under this contract must be in a court of competent jurisdiction in Monroe County, Florida.
In the case of litigation, the prevailing party is entitled to costs plus a reasonable fair market value
attorney's fees.
11. The parties agree that this written contract represents their final mutual
understanding and replaces any prior communications or representations between the parties,
whether written or oral. This contract may only be modified in a writing agreed to, and executed by,
both parties.
12. County hereby agrees to grant perpetual R.O.W. easements to Utility for the
wastewater collection infrastructure contemplated by Exhibit A, as long as such easements are used
for wastewater collection infrastructure. The County agrees to provide the Utility access to existing
County Stock Island rights-of-way necessary for construction. The County also agrees to and hereby
does permit this project without any additional permitting requirements.
13. Because County will repave the following streets following project completion, after
installation of the pipes and other subterranean infrastructure under the streets and R.O. W. County
will only require that Utility or its contractors to backfill, compact and level street trenches for the
following streets.
STREET
Front
Cross Street
5th Street
5th Avenue
4th Avenue
3rd Avenue
Sunshine (6)
2nd Avenue
2nd Avenue
2nd Terrace
2nd Street
Peninsula Avenue
Peninsula Avenue
FROM
Utility
US 1
US 1
End (radio station)
5th Avenue
End past Sunshine
3rd Avenue
Sunshine (6)
3rd Street
3rd Avenue
3rd Avenue
End Peninsula Marine
Maloney Avenue
IQ
End
12th Avenue
12th Avenue
4th Avenue
Maloney Ave. (excluding Maloney intersection)
4th Avenue
2nd Avenue
3rd Street (excluding 3rd St. intersection)
Maloney Avenue
2nd Avenue
1st Avenue
Maloney Ave. (excluding Maloney intersection)
End by Hickory House
4
14. This contract is binding on the heirs, successors, and assigns of the parties and shall
bind such heirs, successors and assigns as if they were the original parties to this contract.
15. The Utility warrants and represents that:
A. its existing facilities, and facilities to be constructed, are, and will be, in
compliance with all applicable environmental permits, laws, rules, and orders;
B. the contract is Utility's legal and binding obligation, enforceable against it in
accordance with its terms;
C. Utility has taken all necessary corporate actions to approve, enter into, become
bound by, and perform the Contract;
D. Utility holds all necessary permits, certificates, licenses, and authorizations
from the PSC and any environmental regulatory agency with jurisdiction over the Utility and the new
South Stock Island infrastructure; and
E. Utility's current rates, including its capacity reservation fees, have been duly
approved by the PSC.
16. The Utility shall be deemed in default under this Contract in the event that, and as
soon as, any of the following occurs:
A. Utility fails to perform any obligation to the County under this Contract as and
when due;
B. Utility fails to reimburse or pay to the County, as and when due, any amount to
which the County is or becomes entitled under this Contract or otherwise;
C. Utility breaches any representation or warranty to the County in this Contract
or in any related agreement or instrument;
D. Utility fails to obtain any license, permit certificate, or order that it needs to
construct and operate, as planned, the expansion of its system contemplated by this Contract, or
any such license, permit, certificate, or order is rescinded, revoked, suspended, or nullified, or is
modified in a materially adverse respect;
E. The Florida PSC declines or refuses to approve any rate, rate plan, or rate
change that Utility proposes, requests, or needs to construct and operate the Stock Island
infrastructure or to operate profitably;
F. Utility becomes insolvent, or ceases to pay its debts and obligations as and
when due, or becomes the subject of a petition filed under the United States Bankruptcy Code; or
G. a receiver or similar custodian is appointed for Utility, its Stock Island facilities,
or any substantial part of its business or properties.
17. In the event that Utility is in default under this Contract and fails to remove or cure
such default within 30 business days after written notice thereof by the County, then the County
may take any or all of the following actions, in any combination and order, all in the County's sole
discretion and without limiting any other rights or remedies that the County may have under this
Contract or applicable law in the circumstances:
A. terminate this Contract and the County's performance, duties, and obligations
hereunder;
B. suspend or refuse to make any or all further payments to Utility that otherwise
might or would be or become due or payable to Utility under this Contract;
C. exercise its rights under any performance, payment, or surety bond or similar
agreement or poliCY that Utility or the County may have;
D. assume responsibility for and control over completion of construction of the
Stock Island infrastructure and facilities;
E. require Utility to furnish collateral satisfactory in form and amount to the
County;
F. file a complaint or initiate a proceeding with the Florida PSC;
G. initiate a suit for any and all available monetary damages and injunctive and
equitable relief and remedies in any court of competent jurisdiction; and
H. file a petition with any such court for appointment of a receiver for some or all
of Utility's facilities and properties, and recommend a person or entity to serve in such capacity.
5
18. This contract commences on the signature date of the last party to sign it.
19. All communication of the parties required by this contract shall be in writing and
addressed to:
Monroe County Administrator KW Resort Utilities Corp.
/:{r:~ ,01100 Simonton Street 6450 College Road
<~~'?::'/':.-':f:~';d/. "t<,-eyWest, FL 33040 Key West, FL 33040
{~~.';;:;~ WHEREOF, the parties hereto have set their hands and seals the day and year
, \ \~. k~~' 0" 'of "" r/
- ~)~~y;;/
A - ,~. ~. riY L. KOLHAGE, CLERK
BOARD OF COUNTY COMMISSIONERS
OF MONROE COUNTY, FLORIDA
By ~o.LJC. ~yj~
Deputy Clerk ./
By
MaY~rperson
(SEAL)
ATTEST:
KW RESORT UTILITIES CORP.
~Ie 1/1!~
BY~~
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PAGE 8/11
1l*1Wiiea
VEHICLE LIABILITY
INSURANCE UQUlRDtENTS
lOR
CONTRACT
BETWEEN
MONROE COUNTY. FLORIDA
AND
Recognizing that the work governed by thiS contract requires the use ofvehidea. the Contractor.
prior to the coftllN'!necmcm of work,. shall obtain Vemcle Liability Insurance. (;overage sqan be
maintained throughout the life oftbe contract aDd inc.Iude. as A minimum, )j8biJity coverago for:
· Owned, Non-oWDed, and Hin:d Vehicles
VL3
AdIDtDislntion InsIrudiDD
14'709.1
12
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2~t':"-SG2 rsae)
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JUL-30-02 10,00' FROM, MONROE COUNTY ATTV OFFICE 1-0,3052923515
PAGE 8/11
I
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'-
JNSTAJ...LAnON PLOA'DR
INSURANCE REQUIREMENTS
JlOR
CONTRACT
BETWEEN
MONROE COUNTY, FLORIDA
AlYD
Tbe Conlnctor shall be required to jJUl'chase and IUintaiD throughout the life of the amnnct. and
until the project is aca:ptc:d by the County, InstaIJllion InsumlCC pr0vidiD8 covu-agc for
machinery aDd equipment. governed by tIIis CODIIac:t, wbilc bcin& tnIIIsportt.d, iDsraUcd and tatcd.
lu a minimum. coverasc shau iDelude:
Fire
Explosion
Civil Commotion
Aircraft
Ligbtnina
Collapse
Vandalism
Flood
W"mdstorm.
Strikes
MaJidous Mischief
fUiI
Riots
Vehicles
The policy limits shall be no less than the lUIlOWlt of the machinei}' or equipment bem, installed.
The Moaroc County Board of County CommissiollCl'$ shalf be named as Additional "It)surcd and .
Loss Payee IS their mtCRlt may appear.
.-....
IF
.~.
Admini$U'.uon b.1InICtion
M4709.)
6S
21 - r;I
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eJ..JeW"'O;~I"a
eeg:OI 20 22 Jnr
JUL-30-02 10,01 FROH,HONROE COUNTY ATTY OFFICE 10,3052923516
PACE 10/11
llIt6 E6Jon
-
BUILDER'S RISK
INS1JRANCE REQUlHMENTS
FOR
CONTRACT
BETWEEN
MONROE COUNJ'Y, PLORJDA
AND
The ContraCtOr shaD be required to purchase and maintain, throughout the life of the c~
and until the project is acupted by the County, Builder's Risk Inauraocc on an AD Risk otLoss
form.. Coverage sba1l indude:
Theft
Hail
Explosion
Riot
Civil Commotion
Vehicles
Aircraft
Smoke
Fire
CoUapsc
Flood
The policy limits shall be no leu tbaD thG amount ofthG finished project and ~vt:ragc shQll be
provicmt Oil a completed valuG basis. '
,
Property located OD tbo construction premises, whidt is intended to become a permanent pm of
the builch& shall be included u property covered. '
The policy shall be endorsed permitting the County to occupy the building prior to complltion
without dfcecinS the coverase.
The Monroe County Board of County CoDJUJisJioners shall be: named as Additional lasured and
Loss Payee. '
8R2
~1naIica~
'4709.3
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JUL-30-02 10,01 FROM,MONROE COUNTY ATTY OFFICE 10,3052923518
PACE 11/11
1"'~
'--
BETWEEN
MONROE COUNTY, FLORIDA
AND
Prior to the c:ommcnccmcat of work govemed by this coDtJact, the Coa&ractor shall o~
Workers' CompcnsaUoD IDsunmcc with limits ~ to respond to the applicable state stanJtcs.
In addition. t.hc. Contractor sball obtain EmpIoycn' Li8biIity Insutance with limits of not less than:
$1,000,000 Bodily !ajury by Accident
$1.000.000 Bodily Injury by DileUC, policy liIniu
$1.000.000 Bodily Iojuzy by Disease, eacll employee
Q)verage shall be maintained throughout the entire term oftbe COntnlct.
Coverage shall be provided by .. company or compaaies authorized to tl'UlSlCt bwin~ in the
. state of Florida.
Ifthc Comraetor has beIa 8PPfOVCd by the J:Iorida's ~ of Labor. as an authorized seIf-
insurer. the County shall recognize and honor the Concnctor's status. The Ccmtractor qay be
required to submit a Letter of AuIborizaIion issued by the Oeputment of Labor uul a Certificate
of Imunnce. providiag d<<aiIs on the Contractor's.&cas IDsInnce Propam.
If tho Contractor participates in A HIf-insurance fiand. a Ccrtifica1lll oflftlUl'anCe wiD be ~uired.
In addition. the CODtr.ldor may be required to submit updated fiDancial awc:meots from the fund
upon request trom the County. '
WC3
~ioa IAsaw:ticm
'4'709.3
89
SY'd
2tretr-ss2 lsoel
el.nrW-OHuaa
.trg:CY 20 22 I"r
JUL-30-02 10,00 FROM,MONROE COUNTY ATTY OFFICE 10,3052923518
PACE 7/11
19'J6 ~u.
--
CENEItAL LlABIUI'Y
INSVRANCE UQUIRJ;MENTS
JOR
CONTRACI'
BETWEEN
MONROE COUNTY, FLORIDA
AND
-.---'
Prior to the commencement of work governed by this eontracr. the Coatractor shall obtain
Genend Liability InsunDce. Covaagc sball be maintained throughout the life oltbe contract and
include, as a minimwD: '
. Premises O~0D6
. Products arid Completecl ()poAtioDl
. Blanket Contrac:tual LRbiJity .
· PerscmallDjulY Liabitity
. Expended OeIiaition ofPropcrty Damage
The miniIm.an limits acceprale sbaU be:
S1,ooo,Ooo Combined Single Limit (CSL)
If split limits arc provided. the minimum limits acceptable shall be:
$ 500,000 per PenoIl
$ 1.000,000 F Occurrence
$ 100,000 Property Damage
An Oc:wm:nc:e Form policy is prrIermL If co.. is provided Oft a Claims Made PO~CY. Us
provisioDs sbouJd iftc:lude co~ Cor claims tiled on or after the effilctive dale oftbis ~tract
In addition, the period for which daim$ may be reported sIIouId axtcDd for a miniaun qftwclve
(J2) maaths foDowing the 8CCII:pfaDCe ofwork by the County. :
i
The Monroe County Board ofCoumy CoznmiJaionc:rs sbaJI be named as Additional InsUred 01) all
policies issued to satisty tbe above rcquiR:ments. '
,- -..
GL3
Adaainima,*, InJbuctiaD
'4709.3
! S5
tt. ..
Ztret.-S62 (SOE)
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1996 Edition
MONROE COUNTY, FLORIDA
INSURANCE CHECKLIST
FOR
VENDORS SUBMITTING PROPOSALS
FOR WORK
To assist in the development of your proposal, the insurance coverages marked with an "X" will
be required in the event an award is made to your firm. Please review this form with your
insurance agent and have him/her sign it in the place provided. It is also required that the bidder
sign the form and submit it with each proposal.
WORKERS' COMPENSATION
AND
EMPLOYERS' LIABILITY
X
Workers' Compensation
Employers Liability
Employers Liability
Employers Liability
US Longshoremen &
Harbor Workers Act
Federal Jones Act
Statutory Limits
$100,000/$500,000/$100,000
$500,000/$500,000/$500,000
$1,000,000/$1,000,000/$1,000,000
Same as Employers'
Liability
Same as Employers'
Liability
X
WCl
WC2
WC3
WCUSLH
WCJA
INSCKLST
Administration Instruction
#4709.3
4
1996 Edition
GENERAL LIABILITY
As a minimum, the required general liability coverages will include:
. Premises Operations
. Blanket Contractual
. Expanded Definition
of Property Damage
.
Products and Completed Operations
Personal Injury
.
Required Limits:
GLl
$100,000 per Person; $300,000 per Occurrence
$50,000 Property Damage
or
$300,000 Combined Single Limit
$250,000 per Person; $500,000 per Occurrence
$50,000 Property Damage
or
$500,000 Combined Single Limit
$500,000 per Person; $1,000,000 per Occurrence
$100,000 Property Damage
or
$1,000,000 Combined Single Limit
$5,000,000 Combined Single Limit
GL2
GL3
x
GL4
Required Endorsement:
GLXCU
GLLIQ
GLS
Underground, Explosion and Collapse (XCU)
Liquor Liability
Security Services
All endorsements are required to have the same limits as the basic policy.
INSCKLST
Administration Instruction
#4709.3
5
1996 Edition
VEHICLE LIABILITY
As a minimum, coverage should extend to liability for:
· Owned; Non-owned; and Hired Vehicles
Required Limits:
VLl
VL2
VL3
x
VL4
BRl
x
MVC
PRO 1
PR02
PR03
POLl
POL2
POL3
EDl
ED2
GKl
GK2
GIG
Administration Instruction
#4709.3
$50,000 per Person: $100,000 per Occurrence
$25,000 Property Damage
or
$100,000 Combined Single Limit
$100,000 per Person; $300,000 per Occurrence
$50,000 Property Damage
or
$300,000 Combined Single Limit
$500,000 per Person; $1,000,000 per Occurrence
$100,000 Property Damage
or
$1,000,000 Combined Single Limit
$5,000,000 Combined Single Limit
MUSCELLANEOUSCOVERAGES
Builders'
Risk
Limits equal to the
completed project.
Limits equal to the maximum
value of anyone shipment.
Motor Truck
Cargo
Professional
Liability
Pollution
Liability
$ 250,000 per Occurrence/$ 500,000 Agg.
$ 500,000 per Occurrence/$1 ,000,000 Agg.
$1,000,000 per Occurrence/$2,000,000 Agg.
$ 500,000 per Occurrence/$1 ,000,000 Agg.
$1,000,000 per Occurrence/$2,000,000 Agg.
$5,000,000 per Occurrence/$10,000,000 Agg.
$ 10,000
$100,000
$ 300,000 ($ 25,000 per Veh)
$ 500,000 ($100,000 per Veh)
$1,000,000 ($250,000 per Veh)
INSCKLST
Employee
Dishonesty
Garage
Keepers
6
MEDl
MED2
MED3
MED4
IF
VLPl
VLP2
VLP3
BLL
HKLl
HKL2
HKL3
AIRl
AIR2
AIR3
AEOl
AE02
AE03
EOl
E02
E03
x
Administration Instruction
#4709.3
Medical
Professional
Installation
Floater
Hazardous
Cargo
Transporter
Bailee Liab.
Hangarkeepers
Liability
Aircraft
Liability
Architects Errors
& Omissions
Engineers Errors
& Omissions
1996 Edition
$ 250,000/$ 750,000 Agg.
$ 500,000/$ 1,000,000 Agg.
$1,000,000/$ 3,000,000 Agg.
$5,000,000/$10,000,000 Agg.
Maximum value of Equipment
Installed
$ 300,000 (Requires MCS-90)
$ 500,000 (Requires MCS-90)
$1,000,000 (Requires MCS-90)
Maximum Value of Property
$ 300,000
$ 500,000
$ 1,000,000
$ 1,000,000
$ 5,000,000
$50,000,000
$ 250,000 per Occurrence/$ 500,000 Agg.
$ 500,000 per Occurrence/$1 ,000,000 Agg.
$ 1,000,000 per Occurrence/$3,000,000 Agg.
$ 250,000 per Occurrence/$ 500,000 Agg.
$ 500,000 per Occurrence/$I,OOO,OOO Agg.
$ 1,000,000 per Occurrence/$3,000,000 Agg.
INSCKLST
7
1996 Edition
INSURANCE AGENT'S STATEMENT
I have reviewed the above requirements with the bidder named below. The following deductibles
apply to the corresponding policy.
POLICY
DEDUCTIBLES
Liability policies are _ Occurrence
Claims Made
Signature
Insurance Agency
BIDDERS STATEMENT
I understand the insurance that will be mandatory if awarded the contract and will comply in full
with all the requirements.
Signature
Bidder
INSCKLST
Administration Instruction
#4709.3
8
ACORD CERTIFICA : OF LIABILITY INSUE ,NCBCET-3 OP ID EL DATE(MM/DD/YY)
09/04/02
PRODUCER THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION
ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE
David Chapman Agency, Inc. HOLDER.THIS CERTIFICATE DOES NOT AMEND,EXTEND OR
5700 W. Mt. Hope Highway ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW.
Lansing MI 48917-
Phone: 517-321-4600 Fax:517-321-9443 INSURERS AFFORDING COVERAGE
INSURED INSURER A: AMERISURE INSURANCE.
INSURER B: EMPLOYERS MUTUAL CASUALTY
E. T. MacKenzie of Florida Inc INSURER C: GREAT AMERICAN INSURANCE CO.
4301 32nd Street West, Ste A8 INSURERD:
Bradenton FL 34205
• 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 TYPE OF INSURANCE POLICY NUMBER POLICY EFFECTIVE POLICY EXPIRATION LIMITS
LTR DATE(MM/DD/YY) DATE(MM/DD/YY)
GENERAL LIABILITY EACH OCCURRENCE $ 1,000,000
A X COMMERCIAL GENERAL LIABILITY 51-5158 08/15/02 08/15/03 FIREDAMAGE(Anyonefire) $50,000
CLAIMS MADE X OCCUR MED EXP(Any one person) $ 5,000
PERSONAL&ADVINJURY $ 1,000,000
GENERAL AGGREGATE $2,000,000
GEN'L AGGREGATE LIMIT APPLIES PER: PRODUCTS-COMP/OP AGG $2,0 0 0,0 0 0
POLICY X P LOC
JECROT
AUTOMOBILE LIABILITY
COMBINED SINGLE LIMIT $ 1 000 000
B X ANY AUTO E4549LP 09/01/02 08/15/03 (Ea accident) , ,
ALL OWNED AUTOS
ENT
INJURY
' SCHEDULED AUTOS A{�P' I7�I B+'`� MAN; (Per person)
X HIRED AUTOS BY 1.
BODILY INJURY
X NON-OWNED AUTOS n� D O� - (Per accident) $
DATE I
PROPERTY DAMAGE • $
WAIVER jl A_ YES (Per accident)
GARAGE LIABILITY AUTO ONLY-EA ACCIDENT $
ANY AUTO OTHER THAN EA ACC $
AUTO ONLY: AGG $
EXCESS LIABILITY EACH OCCURRENCE $2,000,000
C X OCCUR CLAIMSMADE GA2023008 08/30/02 08/15/03 AGGREGATE $ 2,000,000
$
DEDUCTIBLE $
X RETENTION $ 10,000 $
WORKERS COMPENSATION AND X TO STATU- OTR-
TORY LIMITS ER
EMPLOYERS'LIABILITY
A WC1381601 _ ,08/15/02 08/15/03 E.L.EACH ACCIDENT $ 500,000
• • E.L.DISEASE-EA EMPLOYEE $ 500,000
E.L.DISEASE-POLICY LIMIT $ 500,0 0 0
OTHER
DESCRIPTION OF OPERATIONS/LOCATIONSNEHICLES/EXCLUSIONS ADDED BY ENDORSEMENT/SPECIAL PROVISIONS
RE: STOCK ISLAND - SEWER EXPANSION / K.W. RESORT UTILITIES, WEILER
ENGINEERING AND MONROE COUNTY BOCC ARE ADDITIONAL INSUREDS WITH RESPECTS TO
GENERAL AND AUTO LIABILITY ONLY .
CERTIFICATE HOLDER Y ADDITIONAL INSURED;INSURER LETTER: A CANCELLATION
KWRESOR SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION
DATE THEREOF,THE ISSUING INSURER WILL ENDEAVOR TO MAIL 10 DAYS WRITTEN
NOTICE TO THE CERTIFICATE HOLDER NAMED TO THE LEFT,BUT FAILURE TO DO SO SHALL
Monroe County Board of IMPOSE NO OBLIGATION OR LIABILITY OF ANY KIND UPON THE INSURER,ITS AGENTS OR
County Commissioners
1100 Simonton St. REPRESENTATIVES.
Key West FL 33040 AUTHO PRESENTATIVE '
•
ACORD 25-S(7/97) @, n CORPORATION 1988
/