Item O07 0.7
County f � .�� ",�, 1 BOARD OF COUNTY COMMISSIONERS
Mayor Craig Cates,District 1
Mayor Pro Tem Holly Merrill Raschein,District 5
The Florida Keys
Michelle Lincoln,District 2
James K.Scholl,District 3
David Rice,District 4
County Commission Meeting
April 19, 2023
Agenda Item Number: 0.7
Agenda Item Summary #11960
BULK ITEM: No DEPARTMENT: County Attorney's Office
TIME APPROXIMATE: STAFF CONTACT: Brian Bradley (305) 295-3177
N/A
AGENDA ITEM WORDING: Approval to accept proposal from Marsh USA and purchase
Pollution Liability Insurance through Ironshore Specialty Insurance Company at a cost of $84,000
for a 3 year policy and authorize the Risk Manager to sign all necessary forms.
ITEM BACKGROUND: This recommended Pollution Liability Insurance Policy issued by
Ironshore Specialty Insurance Company will provide coverage to the County for potential liability
associated with an accidental discharge of pollutants from one of its fuel storage tanks and the
potential liability associated with a pollution incident at other scheduled County locations.
Competitive proposals for Pollution Liability Insurance were sought.
The County's Pollution coverage expires on May 1, 2023. The current policy was issued by
Ironshore Specialty Insurance Company with a 3 year term running from May 1, 2020 to May 1,
2023. Ironshore enjoys a favorable rating from the AM Best Company, the leading evaluator of
insurance company operations. The policy has a per incident limit of $5 million and an annual
aggregate of $5 million. A deductible of $50,000 applies to all losses. The 3 year premium was
$75,000 ($25,000 annually). Marsh USA (Marsh & McLennan) serves as the agent for this policy.
The County went out for bid and bids were opened on March 30, 2023. Marsh was the only
agent/broker that submitted a proposal. They proposed to renew the coverage with Ironshore with
terms, conditions, limits and deductibles consistent with the expiring policy for a 3 year premium of
$84,000 for a three year period of 5/1/23 — 5/1/26. This represents an increase of$9,000 (+12%).
PREVIOUS RELEVANT BOCC ACTION:
12/7/2022 BOCC approved to advertise solicitation for proposals.
CONTRACT/AGREEMENT CHANGES:
n/a
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STAFF RECOMMENDATION: Approval.
DOCUMENTATION:
2023 Recommendation Letter
Bid Tabulation Sheet pdf
2023-2026 Pollution Liability Insurance Program 3-30-2023
FINANCIAL IMPACT:
Effective Date: 5-1-2023
Expiration Date: 5-1-2026
Total Dollar Value of Contract: $84,000.00
Total Cost to County: $84,000.00
Current Year Portion: $84,000.00
Budgeted: Yes
Source of Funds: Internal Service Fund/Primarily Ad Valorem
CPI: N/A
Indirect Costs: N/A
Estimated Ongoing Costs Not Included in above dollar amounts: N/A
Revenue Producing: N/A If yes, amount:
Grant: N/A
County Match: N/A
Insurance Required: N/A
Additional Details:
04/19/23 503-08502 - RISK MGMT INSURANCE $84,000.00
REVIEWED BY:
Brian Bradley Completed 03/31/2023 1:41 PM
Cynthia Hall Completed 03/31/2023 2:26 PM
Bob Shillinger Completed 04/03/2023 9:19 AM
Purchasing Completed 04/03/2023 9:23 AM
Budget and Finance Completed 04/03/2023 12:42 PM
Lindsey Ballard Completed 04/03/2023 12:45 PM
Board of County Commissioners Pending 04/19/2023 9:00 AM
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InteriskCorporation Risk Mgt.&Employee Benefits
Consultants
1101 Red Maple Circle N.E.,St. Petersburg, Florida 33703-6318 — telephone: 813-287-1040
www.interisk.net
March 30,2023
Brian Bradley RMLO, FCRM
Risk Manager
Monroe County Attorney's Office
1111 12th Street, Suite 408
Key West, FL 33040
Subject: Pollution Liability RFP
Brian:
The County's Pollution coverage expires on May 1,2023. The current policy was issued by Ironshore
Specialty Insurance Company with a 3 year term running from May 1,2020 to May 1,2023. Ironeshore 0
enjoys a favorable rating from the AM Best Company,the leading evaluator of insurance company
operations. The policy has a per incident limit of$5 million and an annual aggregate of$5 million.A
deductible of$50,000 applies to all losses. The 3 year premium was$75,000($25,000 annually). Marsh
USA(Marsh&Mclennan)serves as the agent for this policy.
In accordance with the County's Purchasing protocols,a Request for Proposals(RFP) was posted on
Demand Star for the County's Pollution Liability coverage on December 8,2023. Provisions were made
for interested proposers to submit Requests for Additional Information through February 16,2023. An
addendum to the RFP was posted on Demand Star responding to the requests received. Proposals were
publically opened on March 30,2023. 0
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Marsh was the only agent/broker that submitted a proposal. They proposed to renew the coverage with ,
Ironshore with terms,conditions,limits and deductibles consistent with the expiring policy for a 3 year
premium of$84,000. This represents an increase of$9,000(12%). It is believed that this increase is
consistent with what Interisk has seen with other clients.
Attached is a side-by-side comparison of the major features of both the expiring and proposed policies. It
is recommended that the County renew its Pollution Liability coverage with Ironshore as being proposed by
Marsh.
Please give me a call if you have any questions or wish to discuss this issue in more detail.
Cordially,
INTERISK CORPORATION
4
Sidney G.Webber
CPCU,ARM
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MONROE COUNTY,FLORIDA
2023 POLLUTION LIABILITY INSURANCE PROGRAM
REQUEST FOR PROPOSALS
EVALUATION OF PROPOSALS
Current Program
(Marsh USA) Marsh&Mclennan
Ironshore Specialty Insurance Ironshore Specialty Insurance
Insurer(s)
Company Company
AM Best Ratio A- A-
Policv Term May 1,2020 to May 1,2023 May 1,2023 to May 1,2026
Limits $5 million per incident and$5 $5 million per incident and$5
million annual aggregate million annual aggregate
Deductible $50,000 $50,000
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Legal Liability Yes Yes �
Clean Up Yes Yes
If multiple year program will Yes No
premiums be paid on an annual basis
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Does coverage extend to landfills Yes Yes
Premium $75,000 term
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$25,000 annual $84,000
Premium Increase $9,000
Percent 12% 0
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SECTION ONE
Executive Summary
BlUrdien of Change
e may be entering a post CC VID or at least a post lockdovrn world, but the ripples of the pandemic have
yet to reach the shore.Supply chain disruption.Technology breaches.. Bad publicity. Environmental justice. Natural
(Disasters. Ranking Industry challenges. What does the future look like when so much has changed in just three P,
years?
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public entity weight need to adapt to new,tightened regulations.While every industry has unique risks and has
faced sweeping changes, Monroe County is unique due to location and spread of risk, particularly in this difficult
Property underwriting world,
How do you spin this to underwriters in a way that best positions you for the future? 0
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Innovation begets risk. But there is a roadmap for success already established by companies trying to achieve goals
similar to yours. (Municipalities such as yourself have to be on the forefront in times of crisis and emergency
response. Monroe County recognizes that change is upon us and the only way to be able to respond to the needs
of the community are being properly prepared through the following ways:
* Implementing a crisis management plan.
« Industry specific benchrnarking data around perks,benefits,and salary to support rapid hiring goals.
® Regulatory compliance at the federal and local levels.
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Monroe County has a unique set of exposures/risks due to location within the State of FL. Monroe County is M
always looking for innovative ways to protect their residents,employees, and assets of the County. Areas that we Q
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see Monroe County making strides to continue to improve their risk management portfolio are through.
• Property/Construction
• Crisis Management.
« Optimizing your risk management strategy.
Marsh Is 't he ),;t rt i,l I" Yolli Neleld
You need a risk advisor who can strategize a response to any scenario. With LINQ, Rlue(i), Rluestrea , and many
more analytical tools, Marsh is the digitally enabled risk advisor for your future, Marsh is the only broker with an
Packet Pg. 2968
Monroe County
experienced team in every aspect of a transaction — Risk Manager,General Counsel,Claims and Crisis
Management, Loss Control training, Brokerage and Underwriting.
Marsh works with some of the most innovative companies in the world.Our expertise enables us to support you
by delivering:
• Risk assessment and quantification tools designed from thousands of client engagements annually.
• Seamless engagement of Marsh global advisory boards,claims specialists,and centers of excellence.
• Proprietary benchmarking,loss modelling,global policy management,values collections,and other technology
tools to drive improved alignment of risk programs and increased operating efficiencies.
1,Brian Fitzsimmons,are the client executive personally overseeing your account. I've had the privilege to serve as 0
your client executive for the past 5 years,with Marsh representing Monroe County for an even longer history. I
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risk management needs. While not only working on Monroe County's current risk management program, I also C14
serve a number of other Public Entity risks throughout the State of FL and am familiar with the challenges, M
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SECTION TWO
Marsh Expertise
F li Iu r"i I11 h5tory
Marsh is the worlds leading insurance broker and risk adviser.With over 35,000 colleagues operating in more than
130 countries, Marsh serves commercial and individual clients with data driven risk solutions and advisory services. C
Marsh is a wholly owned subsidiary of Marsh& McLennan Companies(NYSE: M Q the leading global
professional services firma in the areas of risk,strategy and people.With annual revenue over US$16.7 billion and 0
75,000 colleagues worldwide, to MC helps clients navigate an increasingly dynamic and complex environment
through four market leading firms: Marsh,Guy Carpenter, Mercer, and Oliver Wyman. Follow Marsh car'!Twitter �
@ arsh lobal; Linkedln® Facebook;and YouTube, or subscribe to BRINK.
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County Board of County Commissioners(the County)is currently serviced by our Sunrise office, located at: 1560 0-
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T he Marsh Environmental Practice is a leading global practice with more than 50 dedicated environmental
professionals worldwide. Our colleagues are drawn from diverse backgrounds including engineers,consultants,
legal, and insurance professionals,as well as individuals who hold such advanced degrees as MBAs and JDs.We
consistently one of the largest producers of environmental premium annually,and are structured to facilitate
direct access to all of our resources,including comprehensive benchmarking data,regardless of location.
Although there are many environmental insurance brokers in the industry® Marsh brings clients a distinct
competitive advantage when it comes to delivering benefits and the highest level environmental insurance
solutions thru the experience and background of our colleagues. For example: 0
Coverage maximization Thru Technical Excellence:The art in maximizing coverage is often driven by a 0
mastering the technical issues at the beginning of a submission and being able to favorably position these P,
matters with the underwriter and their engineers.This approach is what results in the difference between a M
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maximize the asset's value through claims recovery. Marsh provides the expertise to maximize cost recovery
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placement.
• Our claims advocacy consulting services.We have a team of seasoned environmental claims
professionals who can either lead the process or be a member of your claims team and help with claim
notification,claims strategy and claims negotiations. 0
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voice is heard when our clients are most in need,at the time of loss. 0-
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opportunities focused on identifying emerging issues within the public sector;discovering how peer public sector
clients are managing their risk,staying abreast of the legal environment and Federal laws; and benchmarking U)
insurance premiums and coverage costs.Your team has access to major insurance markets around the world and
works closely with insurers that specialize in public entity risks to develop tailored solutions to meet the specific
needs of our clients.We have experience with public entity risk management, insurance brokerage,self-insurance
pool formation and administration, and alternative risk financing programs.
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Marsh is committed to delivering world-class service with the highest standards of integrity,
our Industry-leading,code of conduct, The Greater Good,embodies our commitment to exemplary conduct and
professional standards,Available in over 23 languages, The Greater Good helps colleagues understand the legal,
ethical,and regulatory risks they are likely to encounter in the course of their work. .and their responsibilities for
addressing then. In a groundbreaking approach to communicating the importance of ethical behavior, MMC
created a compelling documentary,the Faces of Marsh and McLennan Companies,which has won multiple wards,
including two at the Las Angeles Reel Film Festival,
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Marsh & McLennan invests in compliance,employing over 500 dedicated compliance professionals globally,
including several specialized teams:
• Marsh's Global Partner Analysis Group ensures that every third-party engaged by Marsh meets our high
ethical standards.This group conducts extensive background checks and open-source reviews to uncover
evidence of criminal activity, improper influence, corporate malfeasance,or the appearance of an entity on a
regulatory list. _5z,
• Marsh's Anti-Money Laundering and Trade Sanctions team implements procedures to prevent money
laundering and terrorist financing.The team executes Marsh's interdiction screening program to ensure that
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Marsh detects and reports suspicious activity,consistent with applicable laws. 0
• Marsh has dedicated Compliance Officers to the Public Entity practice to help colleagues navigate the unique 0
rules that often apply to public business. Marsh is committed to ensuring that colleagues who work with P,
governments understand and adhere to the legal and regulatory requirements of the public sector. M
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• Marsh's Market Information Group continuously monitors insurance companies to ensure that Marsh's clients
place their risks only with co parries Mies that meet our stringent financial guidelines. `I
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At Marsh,our daily conduct when dealing with clients, suppliers,investors, and government bodies demonstrates CU
our commitment to compliance.We believe that Marsh's strong ethical culture sets us apart and enhances our
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work as strategic risk advisors.The State of South Carolina will benefit from a partner that shares similar values in CL
the importance of ethical behavior and integrity in our service of your account.
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10 MARSH
Packet Pg. 2977
Response to IRI PP 2023/2,026 IPoflutiioin ILialbiiliity Ilinsurance Prqprairr�
KIP BRAY
CURRENT RESPONSIBILITIES W
Kip Bray is an Assistant Vice President for property placement for selected clients of Marsh's
Atlanta office. In this role,he is responsible for placing the clients insurance within the worldwide
insurance market,developing marketplace strategies,and crafting solutions for unusual business
and insurance risks. Kip's expertise with complex accounts includes the design of both traditional
and alternative risk management programs, including captives, alternative risk transfers, and
parametric insurance. -J
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0
EXPERIENCE
0
Kip joined our firm in 2020. He has successfully developed creative risk transfer programs that 0-
have reduced costs by assuring adequate limits and deductibles in order to drive down costs in Cn
the challenging Florida market CN
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Prior to joining Marsh, Kip worked at Am WINS Insurance Brokerage as an underwriter,
specializing in coastal insurance along the Alabama and Florida coast, Cn
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EDUCATION
BS in Marketing, University o 0f Alabama L-
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AFFILIATIONS
Licensed Broker in the State of Georgia and Colorado U)
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MARSH 11
I Packet Pg. 2978
Monroe Colunity
ARAM COREY
Vice President
CURRENT RESPONSIBILITIES
Adam Corey is Vice President for the Florida Zone at Marsh. He is responsible for developing new
business and supporting existing business;by coordinating the delivery of all Marsh resources to
his clients,developing marketplace strategies,and crafting solutions for unusual business and
insurance risks.Adam's expertise with complex accounts includes the design of both traditional .0
2
and alternative risk management programs,and identifying the expert resources within Marsh®s J
vast network to deliver the best solutions for his clients. C
0
EXPERIENCE 0
Adam joined our firm in 2021. He has successfully developed creative risk transfer programs that
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have reduced costs,enhanced value,and increased client control of their risk management C14
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programs. C1,4
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Prior to entering the insurance industry,Adam was a government affairs specialist for several M
multinational companies and government agencies. He served as President of Unconventional M
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Strategies and was also a government affairs specialist with the Gunster Law Firm.
Adam spent his early years as a fundraiser for Seminole Boosters at his alma mater, Florida State
0
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University. CL
Adam is a member of Leadership Florida,a former member of the Board of Trustees for Florida
Gulf Coast University,former Board Member of the Florida Restaurant and Lodging Association,
former Vice Chair of the Tallahassee Downtown Improvement Authority,and former Board
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Member of Tallahassee Memorial Hospital Foundation.
Adam also founded the"Fort Lauderdale Turkey Trot"in 2010 to support local charities.This event
has grown into the most prestigious Thanksgiving Day 5k race in America.Adam is an avid runner,
hiker,and loves the outdoors.
0
EDUCATION
• Environment Studies and Political Science, Florida Gulf Coast University, Fort Myers 0
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• BS in Political Science, Florida State University,'Tallahassee Wallahassee CN
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AFFILIATIONS Q
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Licensed Broker in the States of Florida,Texas,Tennessee
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12 MARM
Packet Pg. 2979
Respoinse U.)KIPP ,102.3/2.0216 Poliotion Lilabifity insuiraince if rogirairn
JAMES EARNEST
Senior Vice President
CURRENT RESPONSIBILITIES
James Earnest is a casualty/property claims advisor and Florida claims team leader based in our
Sunrise, Florida office. He has in excess of 32 years of experience in the insurance industry, and
fully understands multi-line insurance programs and the impact this can have on the client's
bottom line. In this role,he provides technical expertise,guidance,and support to deliver
strategic cost reduction and claim resolution/recovery strategies to Marsh clients. 0
0
EXPERIENCE
James joined Marsh in 2013 with extensive multi-line claims handling and management CN
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experience. His past work includes handling large exposure cases and managing several branch
locations for a multi-national carrier and claims administrator. His office was responsible for
overall claims investigation and management for Miami-Dade County Public Schools,the nation's
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fourth largest school district,as well as the Florida College System Risk Management Consortium. CU
With management and leadership responsibility for day-to-day operations and business 0
development,James brings a strong client service and results focus. Introducing strategic ways to CL
reduce claim cost by implementing and executing"best practices" processes has allowed James to
be successful across several different business segments including retail/wholesale, CU
restaurant/entertainment,and public entity.
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EDUCATION
BA in Business/Economics, University of Florida
0
AFFILIATIONS 0
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• All Lines Adjusters License
® Associate Member Risk& Insurance Management Society(RIMS)
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MARSH 13
1 Packet Pg. 2980
0.7.c
Vice president
CURRENT RESPONSIBILITIES
Brian Fitzsimmons is a client executive for select clients of Marsh's Sunrise, Florida office. In this 5,
role, he is responsible for coordinating the delivery of all Marsh resources to his clients,
supervising the client tears,developing marketing strategies using Marsh 3D capabilities,as well
as strategizing with his clients to create solutions to unusual business and insurance needs. Brian
has been involved in the design of guaranteed cost programs,as well as loss sensitive and
alternative risk management programs.
0
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EXPERIENCE M
Brian joined the firm in 2000. He began as a client representative and handled surety risks for
Marsh clients. He then transitioned into a client manager role,eventually becoming a client
executive. Brian has serviced multiple education risks,handling not only the K 12 area of M
excellence within our Education Practice, but also higher education and vocational schools.
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EDUCATION
* BS in Finance,St.John's University
MBA in Business Management, University of Central Florida
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14 4 MARSH
Packet Pg. 2981
keq::nnse Co' RFP 2102.3120216 PiolliuVion I.JablHity ln!�ii.;tiii'aince IN ogiraiin
ID,,,.. (DJ) ,BONES
Senior Placement Leader
CURRENT RESPONSIBILITIES
DJ Jones is the Qualified Solutions Group Placement Leader for Marsh's Florida Region. In this
role, he is responsible for creating go to market strategies and leveraging industry expertise to
create customized risk transferring programs. DJ works in conjunction with Client Teams and
2
Producers to ensure client expectations are being met and adopts best practices to leverage all
risk capabilities. By fostering long-term partnerships with Marsh's trading partners, DJ helps drive 0
innovation and solve complex client needs.
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EXPERIENCE M
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DJ has been in the insurance industry since 2013 and joined Marsh in 2023. Prior to Marsh, DJ CN
lead a team of brokers throughout the South Region,working with clients across a broad M
spectrum of industries. Di focuses specifically on creating Property&Casualty risk placement M
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strategies for complex CAT-exposed clients.
0
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EDUCATION
Bachelor of Science in Economics, Northwestern University CU
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AFFILIATIONS
• The Council of Insurance Agents& Brokers(CI AB)
• Business Insurance Break Out Award Member 0
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MARSHo 15
1 Packet Pg. 2982
mainii oe coii,minty
SANDRA LEE
Assistant Vice President
CURRENT RESPONSIBILITIES
Sandra Lee is a client representative in the Sunrise, Florida office.The client representative is
responsible for working beside the client manager with maintaining the relationship with the client
throughout the insurance cycle, .0
EXPERIENCE
0
Sandra has been in the insurance industry since 1994 and has been with Marsh since August of CL
1996. During that time,Sandra has spent majority of this time working in the Private Equity sector M
to develop creative risk transfer programs for the various Private entities. N
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AFFILIATIONS
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• Certified Professional Insurance Agent(CPIA)
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• Avid Certified Support Representative ACSR) L-
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• Licensed Broker in the State of Florida
• Non-Residence Licensed in various States
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1.6 MARSH
Packet Pg. 2983
Respoime W RIF I ,2102.312026 PoUlutioni III Insurance Program
SAINDRAJ. MCFARLAND
Senior Vice President
CURRENT RESPONSIBILITIES
Sandra McFarland is a placement specialist for the Marsh Public Entity Practice, Her
responsibilities include evaluation and providing creative marketing solutions for Marsh's public
sector clients,as well as assisting our advisory offices in program design, market trends,and
compatibility.She is wholly focused on public entity solutions and services. Sandra is based in our
New York office.
EXPERIENCE
M
Sandra began her insurance career in 1978.She joined Marsh's Boston office in 2000 as a client CN
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advisor for risk management casualty,where she serviced a variety of risk management clients C14
and was actively involved in captive management for a large group of hospital systems and M
related health care clients. In late 2001,Sandra transferred to our New York office to fill a broker
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position dedicated to public entity placement,She has been,and continues to be instrumental in CU
resolving the most difficult coverage issues for our clients. Prior to joining Marsh,Sandra worked
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for three years with a top managing general agent for a municipality program providing all lines of CL
coverage in the New England states.
Sandra is a PRIMA member and actively follows the public entity trade papers, keeping her CU
abreast of issues specific to public entities across the country, including tort reforms that so
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heavily influence the casualty marketplace.
AFFILIATIONS
• Associate in Risk Management/Public Entity Risk Management(ARM,P) 0
• Member, Public Risk Management Association(PRIMA)
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• Risk& Insurance Magazine®s Public Entity Power Broker Awards in 2015 and 2022 W
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• Licensed Property and Casualty Broker in the State of New York C14
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• Licensed as a non-resident in all states CN
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MAR9 R 17
1 Packet Pg. 2984
0.7.c
lNlonroie C:aunty
DYLAN WALTERS
Assistant mice President
CURRENT RESPONSIBILITIES
�r
Dylan is a Cyber Breaker within the Southeast and is based out of the Marsh Philadelphia office. He
is also the Communication, Media,and Technology Industry Specialist for North America's Cyber
Practice. He works with Senior Advisors to assess clients'cyber and professional liability concerns
and execute appropriate risk transfer strategies. Dylan prioritizes developing positive relationships
2
with clients,carriers and colleagues to ensure that Marsh excels in finding solutions which best ®a
align with the needs of the client. �
EXPERIENCE 0
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Dylan joined the firm in 2022 and has successfully developed creative risk transfer programs in a
difficult market that have reduced costs and enhanced value for his clients Cyber and E O cN
programs. Dylan has 4 and a half years of industry experience,specifically as an Associate Account C14
Executive and Cyber Broker for middle/large&complex clients within the[digital Economy, rn
Financial Institution, Media,Technology, Logistics, Pharmaceutical, Distribution, Retail,Aerospace
Defense Contractor, Real Estate and Transportation industries. He has experience with all
Commercial Risk product lines and uses his expertise in Cyber broking,global client
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servicing/manage ent, and client&carrier relationship development to ensure the best renewal CL
results for his clients.
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EDUCATION
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BS in Business Administration with a double major in Risk Management& Insurance and
Pharmaceutical& Healthcare Marketing,Saint Joseph's University
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Packet Pg. 2985
Rie.�Iporwse to UP 2,023/21026 Poilutliori Lialb: ibty 4in suraincle Program
ANDREW WOODARD
Assistant Vice President
CURRENT RESPONSIBILITIES
Andrew Woodard is a Marsh Advisory consultant based in the Atlanta office. He is responsible for
delivering health and safety-related loss control services to national clients across various
industries, including staffing,warehouse and distribution,manufacturing,aviation,retail, and
food and beverage.
EXPERIENCE
Andrew joined Marsh in 2016 as a health and safety consultant. Prior to this, he worked in the .2
manufacturing industry as an environmental health and safety manager for a large power- 0
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management systems company. His responsibilities in those roles included OSHA and EPA M
compliance,safety program development,and product design and testing safety at the CN
company's research and development headquarters. C"4
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Andrew has lead and managed projects focused on site safety evaluations,industry best practice M
development,designed and implemented controls using his safety engineering background, and M
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has engaged client leadership in development of safety management systems.Throughout his CU
time at Marsh, he has utilized knowledge gained while working in multiple industries to introduce 0
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new safety ideas and programs designed to improve safety performance with a variety of clients CL
He has also participated in a wide variety of consulting projects at Marsh and has experience with
ergonomics,front-line leadership development, regulatory compliance,and behavior-based
safety programs implementation and training. U)
Andrew is currently validating his expertise by pursuing certifications for risk,management,safety, E
and industrial hygiene.
EDUCATION _J
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® BS in occupational hygiene and safety,Ohio University 0
• BS in environmental health science, Ohio University 0
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AFFILIATIONS
• American Society of Safety Professionals(ASSP) M
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In/ARSHe 19
1 Packet Pg. 2986
keq::wse to RIFIP 202312,026 P01HU'ban Liall:,9Hity Lnsurainic.e IPircqram
SECTION FOUR
Proposal Forms
----------
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MARS 1 21
1 Packet Pg. 2987
Monroe Cgunty, Florida
2023 - 2026 Pollution Liability
Insurance Program
EFFECTIVE DATE: SLIZ23
Proposal Form
GENERAL INFORMATION
Use of the proposal forms will enable a faster more complete analysis of the proposal(s)
submitted.
Please complete this general proposal form in addition to a separate proposal forl 'QT
for each coverage proposed. Additional information can be attached to the forms.
Agent/Agency submitting proposal: Marsh & McLennan
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Ad d ress: 540 W Madison St Chicago IL 60606 P,
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312-627-6463
Telephone Number:
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Does agent have binding authority? Yes No
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If not, state procedure to bind.
X
Is agent licensed in the state of Florida? Yes No.-,-
Are the following coverages proposed?
Legal obligations arising out of the discharge,
disposal, release, seepage, migration or
escape of pollutants Yes X No--
Payment of expenses incurred for the investigation
monitoring, removal, disposal, treatment or
neutralization of property contaminated
X
by pollution incidents Yes No
If not, provide specific details of coverages CN
provided
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...................... ................................................................................................................................. ...................................
16
Packet Pg. 2988
Are coverages different from current program? Yes No X
Ifso, state differences ........................................................................................................................... ...............................................................................
............
Effective date(s) of coverage(s) May 1, 2023
.............................................
is payment plan, including interest or
servicecharges ...........................................................................................
P
May 1. 2023 roposal valid until (date) .0
Rate Change/Policy Modification 0
wording included as requested? Yes No—X
Termination Notice wording included N Q
x N
as requested? Yes No
Named Insured wording included
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as requested? Yes No
if not, include actual wording to be used. 0 L-
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Claim reporting location included? Yes X No
Will requested claim reporting wording
be used? Yes No
Claim Reports to be provided as requested? Yes X No...........
Ifnot, state details ....................................................................................................................................................................................................................
Loss Control services to be provided? Yes X No
Details.
17
Packet Pg. 2989
Sample forms and policies included as required? Yes x No
The proposer stated below is the authorized agent of the company or companies roposed,
and is authorized to bind coverages upon acceptance by the County. Deviations Irrorn the
requested program have been stated. Coverage will be issued as proposed.
3/29/2023
----------.................................................
Signature�f Authorized Representative Date
0
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Packet Pg. 2990
Monroe Cgunt3j,,Florida
2023 - 2026 Pollution Ligbillity
Insurancge Pr_EEpgljram
EFFECTIVE DATE: 5IV23
Proposal Form
POLLUTION LIABILITY
Company Irons ore Specialty Insurance Company
Underwriting office used Chicago 0
P:.
Address I N Franklin St, Suite 1700 M
N
Chicago,, IL 60606 Q
N
312-416-3343
Telephone Number E
CU
Is insurer authorized to transact insurance in the 0-
State of Florida? Yes X No CL
Basis of authorization: CU
Admitted insurer Yes No-...-,.,,-X ---
..........
S X No urplus Lines insurer Yes ....................
A Cu (Excellent)rrent A. M. Best Co. rating
Is requested policy for proposed? Yes—Y N o--,-............
-6
if not, it form(s) used
Coverages Provided N
Q
N
Legal Liability Yes X No
Clean Up Yes No E
Rates guaranteed for one year? Yes
Are rating worksheets attached? Yes No,---?.. ---
119
Packet Pg. 2991
Term of coverage being proposed
One year? Yes No-
Two year? Yes No
Three year? Yes X No
Limits remiumsIDeductibles
TIF'Fer
One Year Two Year ' :r
Limit Deductible Yea r .52
Premium Premium mium
Pr7emium
55 000 000 Pet rd $50M0
Legal SS:OW�000 AggreOgate $a4,000
LiabiljLv 0
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$5.000 ON Per OW
$5 OW 000 Aggregate $50,000
N
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N
If a multi year program is being proposed,
x
will premiums be payable on an annual basis? Yes No
E
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The proposer stated below is the authorized agent of the company or companies 0-
proposed, and is authorized to bind coverages upon acceptance by the County. 0-
0
Deviations from the requested program have been stated. Coverage will be issued as U
proposed.
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3/29/2023
Signatureof Authorized Representative Date
0
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Packet Pg. 2992
MONROE COUNTY, FLORIDA
2023 - 2026 Pollution L
Insurance Pr ram
EFFECTIVE DATE: 5 L 1 23
SCHEDULE OF INSURED LOCATIONS
...............
FIRE AMBULANCE FIRE STATION
STATION KEY DEER BLVD SENIOR CITIZEN CENTER LIBRARY
23 EMERALD ROAD KEY DEER BLVD 200 KEY DEER BLVD
KE
BIG COPPITT KEY, FL BIG 33043 PINE Y, FL BIG PINE KEY, FL 33043 BIG PINE KEY, FL 33043
............3304
0 ...............
AVIATION SHERIFFS
SHERIFF'S
SUBSTATION LIBRARY LIBRARY OFFICE, 10100
2331 OVERSEES HWY MM101-5 OVERSEES HWY OVERSEAS HWY, 0
MM21 CUDIOE KEY KEY LARGO, FL 33037 KEY LARGO, FL 33037 MARATHON, FL
CUDIOE KEY FL 33042 Cn
CN............................................................................. a
SUB- SHERIFF'S SUB-STATION c,4
SENIOR CITIZEN HEALTH DEPARTMENT a
COURTHOUSE/OFFICES OFFICES Cn
I
CENTER 3333 OVERSEES HWY 3117 OVERSEES HWY 3103 OVERSEES HWY Cn
3311D STREET - GULF MARATHON, FL 33050 E
�ON, 3050 MARATHON, FL 33050 MARATHON, FL 33050
MARATH FL 3
............... ............... 0
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GOVERNMENT CENTER MARATHON GOV. AIRPORT TERMINAL PUBLIC WORKS OFFICES
ANNEX CENTER/EOC 9480 OVERSEES HWY 10600 AVIATION BLVD
490 63 P D STREET 27900 OVERSEES HWY MARATHON, FL 33050 MARATHON, FL 33050
MARATHO N FL 33050 MARATHON FL 33050 U)
............... ...............
I
SHERIFF'S SUB- COUNTYOFFICES/SOCIAL SHERIFF'S SPECIAL
STATION DETENTION FACILITY
SERVICES � OPERATIONS
88770 OVERSEES HWY HIGHPOINT ROAD 3981 OCEAN TERRACE 85 COCO PLUM ROAD
PLANTATION KEY, FL MARATHON, FL 33050 0
PLANTATION KEY, FL MARATHON, FL 33050
33070 33070 2
.......................................................... 0
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'ILITY SENIOR CITIZEN CN
DETENTION FAC DETENTION FACILITY a
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PUBLIC WORKS OFFICES CENTER CNIGHPOINT ROAD 5501 COLLEGE ROAD 1
KE HERIV I CN
E HGHPOINT ROAD Cn
PLANTATION KEY, FL STOCK ISLAND 103 Y IGHTS D
, FL a
PLANTATION KEY, FL 33070 PLANTATION KEY, FL CN
33070 33040 3307,11,110,111,111,11'll""I'll""I'll",Ill"",--
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SHERIFF ADMIN,
BUILDING
5525 COLLEGE ROAD
STOCK ISLAND, FL
33040,11,111,111,1111,'ll""I'll""I'll",'ll""I'll""I'll",,'llI J
21
Packet Pg. 2993
0.7.c
MONROE COUNTY, FLORIDA
Liability
EFFECTIVEInsurance Proaram
SCHEDULE OF INSURED LOCATIONS
FIRE � AMBULANCE ..._. .... „� m _ .... ... ....
ANNEX/COURTROOMS €877700 OVERSEAS H... 6
SPOTTSWOD a
COURTHOUSE --
STATION 500 H 'TEHEAD 10 ��" �
MARINE AVENUE STREET I'T'E EA ST EET N'TATI KEY, FL
KEY EST, L 33040 33070 cN
TA
I6ERNIER FL 3307 KEY E T,rrFL 04 ... .... Q
CN
LIGHTHOUSE MUSEUM JUSTICE L /REDO SENI CITIZENS M
STORAGE LIBRARY
938 VV ITE EAD NUTRITION CENTER E
530 WHITEHEAD '700 FLE ING STREET
STREET TRUMAN VE. / HITE ST.
KEY WEST, FL 330 WEST,
Kw EST FL 3304
Y
KEY EST, FL 33040 BEET
FL 33040 0-
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AIRPORT TERMINAL G TO BUILDING & ARNOLDAIRPORT �
COUNTY GARAGE
3491 S, ROOSEVELT � GENERATORTERMINAL ANNEX
0 KEYOOSEVELT EST, FL ;330401 , .,IC�EY S. SEVEL:T LV m
KEY0 EST, FL 30 STREET KEY STD L 33
BLVD.
EST FL .. 304 .... ... 110 SI ONT N ... ......
LONG KEY LANDFILL
D TRANSFER CUDJOE KEY LANDFILL STATION AND TRANSFER USE FO I E AGED FIRE ST TIO
5200 COLLEGE ROAD OVERSEES H Y ,
LONG KEY, FL 33001 OUDJOE KEY, FL 33042 STOOK ISLAND, FL 3040 GONG KEY, FL 33050
CL
.... w
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LIBRARY GOVERNMENTAL CN
HEALTH CLINIC HARV Y GOVERNMENT
3 5 OVERSEES H Y CENTER/COURTHOUSE 170901 HIGHWAY #1 CENTER CN
a
�lA ATHON, FL 33050 IGHPOINT ROAD (REAR) 2 0 TRUMAN cN AVENUE ..
PLANTATION KEY, FL K 040
33070 .... TAVER LER, FL 3070 KEY WEST, FL 3�3...,
E
FLEET' MAINTENANCE COUNTY OFFICES/ELLIS STATE ATTORNEY/VOTING
FACILITY BUILDING REGISTRAR 60 HIGH POINT ROAD
10600 AVIATIONBLVD..., 88800 US HIGHWAY #1 3 FLE ING S'T EET/501 IS O , FL 33070
MARATHON, FL.. 33050 PLANTATION KEY, FL THOMAS STREET
33070 KEY �..ESr� FL 33040 ,
2;
Packet Pg. 2994
KEY LARGO LANDFILL MURRAY E NELSON
AND TRANSFER GOVERNMENT & FREEMAN JUSTICE
STATION CULTURAL BLDG., BUILDING, 302 FLEMING FIRE STATION,6180 2'411�
11100 COUNTY RD. 102050 OVERSEAS ST., KEY WEST, FL AVE.,STOCK ISLAND
905 HWY, KEY T® FL
KEY
All Listed Tanks are Above Ground Storage Tanks
0
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23
Packet Pg. 2995
Mum Cownty
Required Forms
26 MART
Packet Pg. 2996
RESE SE EQRM
RESPOND TO: MONROE COUNTY BOARD OF COUNTY COMMISSIONERS
Purchasing Department
GATO BUILDING, ROOM 1-213
1100 SIMONTON STREET
KEY WEST, FLORIDA 33040
1 acknowledge receipt of Addenda No. (s)
I have included 5z'
Response Form
Lobbying and Conflict of Interest Clause
Non-Collusion Affidavit
Drug Free Workplace For .2
Public Entity Crime Statement
Proof of payment of Monroe County business tax and relevant 0
City business tax, unless exempted,must be provided
within ten days of award of the contract N
Local Preference for (if applicable) —4—l"le....................... C14
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Proposal Forms(4): M
M
REAL AND PERSONAL PROPERTY E
CONTRACTORS QUIP ENT 0
EDP EauIPMENT AND MEDIA
COMMUNICATION TOWER AND QUIP ENT 6�
I have included a current copy of the following professional licenses and receipt for business taxes: U)
W b ad items.'ahQuIlzagrou3i Put U&Indudld)
Mailing Address: _L, Telephone: 0
...............................
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Signed: Witnes&�
CN..............
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(Print Name)
.......—( itle)
STATE OF FLORIDA
COUNTY OF
ical presence or ID onfine notarization, this Sworn to(or affirmed) and subscribed before me by means of 9ys hys
2_1_day of 2023, by 'Unarm of affiant). He/she is personally known to
�3�
me or has produced C_ (type of identification) as idenfification..
...............................................................
V RCO GALAKA
e of FI.o6da
matary Pubk
Commission a HH 344654
MY COMM.Emres Dec 11,20 of 42
Packet Pg. 2997
0.7.c
SWORN STATEMENT I . 010-1990
MONROE COUNTY,FLORIDA
ETHICS CLAUSE
n
(Corn any)
"...warrants that he/it has not employed, retained or otherwise had act on his/her behalf any former County officer or ®a
employee in violation of Section 2 of Ordinance No. 010-1990 or any County officer oremployee in violation of Section C
f Ordinance No. 010-1990. For breach or violation of this provision the County may, in its discretion, terminate this
Agreement without liability and may also, in its discretion, deduct from the Agreement or purchase price, or otherwise
recover, the full amount of any fee, commission, percentage, gift, or consideration paid to the former County officer or 0-
employee."
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(Signature
Date:
STATE OF FLORIDA
c�
COUNTY OF
Sworn to(or affirmed) and subscribe for r;e by sans o physical presence or 0 online notarization, this
s o , b `�° �3(name of affiant). e/she is personally known to me or
has produced (type of identification)as identification.
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N TARY PUBLIC `"
ft[o GALAZ Q
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eras DK 27,2026
MY Comm.E1 E
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„ of the city of ry� .. ���„�� according to law on y oath, and under
penalty of perjury, depose and say that
1. 1 a ... :: .' . a, .,w """ -of the firm of
-!, :� the bidder making the Proposal for the
project described in the Request for Proposals for „ m
and that I executed the said proposal with full authority to do so
2 The prices in this bid have been arrived at independently itout collusion, consultation,
communication or agreement for the purpose of restricting competition,as to any matter relating to such
prices with any other bidder or with any competitor; ®a
3. Unless otherwise required by law, the prices which have been quoted in this bid have not been o
knowingly disclosed by the bidder and will not knowingly be disclosed by the bidder prior to bid opening,
directly or indirectly, to any other bidder or to any competitor; 6
4. o attem pt has been made or will be made by the bidder to induce any other person, partnership or M
corporation to submit, or not to submit, a bid for the rose o restrictin co petition;and N
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5. The statements contained in this affidavit are true and correct, and made with full knowledge that
Monroe County relies upon the truth of the statements contained in this affidavit in awarding contracts ,
for said project.
�s
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(Signatur
a�
Date:
STATE OF FLORIDA
COUNTYa a.
0
Sworn to(or affirmed) and subscribed before me by means of pi�iysical presence or 13 online notarization, this N
has n. day of............" ... 023, ?(Warne of affiant). He/she is personalty known to me or
pproduced ' .. ' ............................................................. type of identification)as idea#ification, N
::. ...........................................................
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y Commission expires: _ s Notary Public o Smote of Fid4rida
Co rnission#HH 344654
�araNP my Comm.Expires Dec 27,2026
40 of 42
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The undersigned vendor in accordance with Florida Statute 287.087 hereby certifies that:
(Name of Business)
1. Publishes a statement notifying employees that the unlawful manufacture, distribution, dispensing, possession,
or use of a controlled substance is prohibited in the workplace and specifying the actions that will be taken
against employees for violations of such prohibition.
. Informs employees about the dangers of drug abuse in the workplace, thebusiness' policy of maintaining
drug-free workplace, any available drug counseling, rehabilitation, andemployee assistance programs, and
the penalties that maybe imposed upon employees for drug abuse violations.
Gives each employee engaged in providing the commoditiesOTcontractual services that are under bid a coy
of the statement specifie i su section(1).
. In the statement specified in subsection (1), notifies the employees that, as a condition of working on the
commodities or contractual services that are under bid, the employee will abide by the terms of the statement
and will notify the employer of any conviction of, or plea of guilty or nolo contenderre to, any violation of P,
Chapter 893 (Florida Statutes) or of any controlled substance law of the UnitedStates or any state, for a m
violation occurring in the workplace no later than five( )days after such conviction. Q
. Imposes a sanction on, or require the satisfactory participation in a drug abuse assistance or rehabilitation
program if such is available in the employee's community,or any employee who is so convicted.
6. Makes a good faith effort to continue to maintain a drug-free workplace through implementation of this section.
s the person authorized to sign the statement, I certify that this firm complies fully with the above requirements.
0
(Signatur
ro U)
Date: ,�, �
STATE OF FLORIDA
COUNTY
0
0
Sworn to(or affirmed)and subscribed before erne by means of, (physical (presence or® online notarization, this
day of �� 2013, by_........... ► .... :: .............................. name of affiant). Uelshs is personally known to me or CN
has produced (type of identification) as identification.
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y Commission expires: RCOGALARLA
Ww" Notary Public s State of FtorldaCOMMi5Slon HH 344b54=•.,.aY" my Comm.Expires Dec 27,Z02b
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Packet Pg. 3000
PUBLIC ENTITY CRIME STATEMENT
"A person or affiliate who has been placed on the convicted vendor list following a conviction for public entity crime
may not submit a bid on a contract to provide any goods or services to a public entity, may not submit a bid on a
contract with a public entity forte construction or repair of a public building or public work, may not submit bids on
leases of real property to public entity, may not be awarded or perform work as a contractor, supplier, subcontractor, or
CONTRACTOR under a contract with any public entity, and may not transact business with any public entity in excess
of the threshold amount provided in Section 287.017, for CATEGORY TWO for a period of 36 months from the date of
being placed on the convicted vendor list."
I have read the above and state that neither evlvv-sl�s ..............(Proposer's name) nor any Affiliate has been
............................................
placed on the convicted vendor list within the last 36 mo�nthS-
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(Signatu
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Date: 3 4,-a C �:X, CN
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STATE FFLLORIDA E
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COUNTY OF L-
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Sworn to(or affirmed) and subscribed before me by means of Orphysical presence or 0 online notarization, this U)
?cf day of ......................................... 2023, by lfr+fj��,"'1011?name of aff iant). He/she is personally known to me or
............................
has produced ................................ ..... ........
...................... (type of identification) as identification,
.................
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.......... ............
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NOTARY IKLU BLIC
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My Commission expires: k;k MARr.0 GALARZA CN
Notary Public-State of Florida CV I)
Commission#Hsi 344654 CN
my Comm,Expire*.Dee 27,2026 CN
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Monroe County
LOCAL BUSINESS TAX RECEIPT
RECEIPT EXPIRES : 9/30/2023
BUSINESS NAME; MARSH USA,INC
LOCATFON ADDRESS: 0560 SAWS SS CORPORATE' PKWy
300
SUNFUSE,FL 33323 2958
I&SUE DATE, October 01,2022
EXPIRATION DATE,. September 30,2023
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TA IItECEIPTNUMBER.- BTK--0D2241-2022 .2
)-com opmted vending machims Less 11-11$ 00 0
BUSINESS CLASS. 1413-Service busimesm,50 SO 0 0-
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NOTICE:TNIS RECEIPT OCCONIES NULL A VOID Of OUTIERS111P,BUSINESS NAME,09 ADDRESS IS CHANGED-
TAXPAYER MMSF APPLY TO BUSINESS TAX DIVISION FOR TRANSFIElt.
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P", 1),EpARTMENT of FINANCW SE
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MARSH USA INC.
MARSII VSAINC
1166AVFNIJF OFTIWAMFRICAS
NEW YORK NY 10036
Agency Lice nsc Number L035099
Location Number 129411
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TINis doiciii and any recorrimendatkoirm,anagyslis,or advice pirimAdeid by iMair5lh(collectively,the'U',,iii-Sh Analysis")are�terided sol),ellyfoir the
eiritty ideritlified as the redpoien't hipirpin i flhiis docurneirit contains propirlieu:iry,clunfideiraliall iniforirnaflsum of IIii anid may niot I shared
with ainy k1nind partV,indludlirig othelirgrrisrurr producers,wilthout 11i pirJor wrlittein roirisent.Any statemients concerning actitgairlall,ux,
F,iccounfinjg,nir legal iniatireirs airip I soa ally cpin our e x1peirilenciii jinsuri:1,rilre lb:rokA:irs and irlislk co insulltairits and airp no:t to Ihe reliked i as
aCtUarlaq,arc COIU"Uln;g,MK,aiHeigall advice,foil which VousholuIld conswIlk'vaauir own professiorrall adviscmrs Any imnaadefirg,wiallytics,or jpiro ctlonis
,ar^subject to inhipirent uriceirtai[inty,aind ithna Marsh Aii coluld(hoe rinau.-rialfly affected ff ainy uindeirlyling w,',suimplilki coniditilons,information,
O or factOrS are inwx.ciirate or iricornplieteoi x:iiullid dh:Fmge. 'h ir I,e 11 Ifourna tion cuintained I is based on souirices wip I eve i but w ie
i no relpreserntaitioni Dirwarrainty as lio its accuracy.Marshishall have no obIlhigation tio updaupr the I APWVs�and shaill;lhave rio liabifity
tio you or any odmr pairty with riegaird tici the Mairsh Ainaliysls ioir tin ainyservice!,,,Ipii,oWdeid IbV as Chlrd pairty to'Vou or Mairs1h,Marsh nnakim nin
relp1wesentaidion or warrainky conceirriling the apipficadon of policy imoirdlings cirthe finainciall condifion or solveincy�of insureirs or ripilirmuirers I
niQkes no assiijirainces regairding Chip avallilabOlity,cest,or teirms of inscirairice coveirage,,AIIII deiclislions regairding khe arnount,typie ur ternns of .0
coverage shafl Ibe youir ullfirriate riespoirmlibilOy,'Whil Ile I may 1p:rovidie advilce airld volu rriust decide,i t1hie Specific .2
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