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HomeMy WebLinkAbout1st Amendment 02/19/2025 GVS COURTq° o: A Kevin Madok, CPA - �o ........ � Clerk of the Circuit Court& Comptroller Monroe County, Florida �z cooN DATE: March 5, 2025 TO: Cary Vick, Director Project Management Breanne Erickson, Contract/Budget Administrator Project Management FROM: Liz Yongue, Deputy Clerk SUBJECT: February 19, 2025 BOCC Meeting The following item has been executed and added to the record: C19 1st Amendment to the Agreement for Construction Auditing Services with Carr, Riggs & Ingram CPAs and Advisors. This First Amendment retroactively extends the on-call continuing services contract for two (2) additional years until April 20, 2026, increases rates (for new Task Orders), and it facilitates a corporate name change from Carr, Riggs & Ingram CPAs and Advisors to CRI Advisors, LLC. Should you have any questions please feel free to contact me at(305) 292-3550. cc: County Attorney Finance File KEY WEST MARATHON PLANTATION KEY 500 Whitehead Street 3117 Overseas Highway 88770 Overseas Highway Key West, Florida 33040 Marathon, Florida 33050 Plantation Key, Florida 33070 FIRST AMENDMENT TO THE AGREEMENT FOR CONSTRUCTION AUDITING SERVICES This First Amendment("Amendment") made and entered into this 19fh day of February 2025,by and between Monroe County Board of County Commissioners, a political subdivision of the State of Florida, whose address is 1100 Simonton Street, Key West, Florida 33040, its successors and assigns, hereinafter referred to as "County" or "Owner", and Carr, Riggs & Ingram CPAs and Advisors a corporation duly authorized to do business within the State of Florida("Contractor") (collectively, the "Parties'). WITNESSETH: WHEREAS, on the 20th day of April 2022, the Parties entered into an Agreement for Construction Auditing Services ("Agreement") whereby the Contractor agreed to provide the County with auditing services for construction contracts and construction projects upon mutual agreement between the parties; and WHEREAS, on January 30, 2025,the County was notified by the Contractor that it began to operate, utilizing an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations, and professional standards, as CRI Advisors, LLC, effective November 18, 2024; and WHEREAS, it is in the mutual interests of the County and Contractor to amend the Agreement to reflect this corporate name change and its new Employer Identification Number. WHEREAS, the Agreement expired on April 20, 2024, and Section 7.4 thereof provides for an option to renew the Agreement for up to two(2) additional years upon mutual agreement of the parties and successful renegotiation of the hourly rates; and WHEREAS, the parties desire to exercise the option to renew the Agreement in accordance with Section 7.4 of the Agreement for an additional two (2)year period. NOW, THEREFORE, in consideration of the mutual promises, covenants and agreements stated herein and in the original Agreement, and for other good and valuable consideration, the sufficiency of which is hereby acknowledged, the parties agree as follows: 1. NAME CHANGE a. Effective November 18, 2024, Carr, Riggs & Ingram CPAs and Advisors changed its name to CRI Advisors, LLC as evidenced by Exhibit"A" attached hereto and made a part hereof. Page 1 of 4 b. The Employer Identification Number (FEIN) changed to 99-4625061 as evidenced by Exhibit"B" attached hereto and made a part hereof. c. No other changes were made to the corporate business address,bank accounts, wiring instructions, and other similar information,as evidenced by Exhibit"C" attached hereto and made a part hereof. d. The Contractor will continue to perform all of its duties, responsibilities, and obligations under the Agreement. e. Where the corporate name, Carr,Riggs &Ingram CPAs and Advisors, appears in the original Agreement, as amended,the name shall hereinafter be amended to read"CRI Advisors, LLU. f. The remaining provisions of the Agreement dated April 20, 2022, not inconsistent herewith, remain in full force and effect. 2. RENEWAL a. Pursuant to Article VII, Paragraph 7.4, the Agreement shall be extended until April 20, 2026. b. The Agreement, as modified by this Amendment 41 and the provision of the services by the Contractor pursuant to the Agreement are effective retroactively to April 20, 2024, upon execution by the Contractor and acceptance and approval by the County of this Amendment 41 in accordance with County's policies, ordinances, or governing statutes. C. The Contractor Hourly Rates have been updated and are included herein as Attachment A. d. The remaining provisions of the Agreement dated April 20, 2024, not inconsistent herewith, remain in full force and effect. [Remainder of page intentionally left blank] Page 2 of 4 • "• • •• .• • ) ••1 • ' : • - • :IN WITNESS WHEREOF;.each party has caused.this First Amendment:to,.be executed:by.its duly •.: : : • •...• •. • authorized authoriZed representative:on the•da and year first above:written. .•H .•....: :• .. . . •• . • .... . • . . ., •. . . . . . . .. . . . ,.f,Tftf,w;;;;;.;` ,SE4 :) � � � ���� � � � � • � � �•�� � � � � � ��� � � BOARD OF COUNTY:COMMISSIONERS �• :� • • . • • • ••f. y?; : .. Attest: ` ,.a VIN'MADOK,Clerk• . ' OF MONROE COUNTY FLORIDA. . : P ' 2{ . a• ryl '•\. 1r° Tk•':y".ti\y�r?t . . ' . . • .. • �,i :.' it 5 J *e t{� a It r�t '�7 � ,1� .. .. � � �.. .. ' . :• • .- ih'tin•b-0:';':.'-';''',',;:q,,. , .`1,,z.7.:\1:g...:.:,'i,t .OL.I.,1;0 I..0140y •• , - • :- - • : . • .air. .. ' ' . . 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ATTACHMENT A CONTRACTOR HOURLY RATES Partner: $300 Manager: $200 Senior: $170 Staff: $120 Page 4 of 4 Exhibit A N R �> CRI Advisors,LLC C R RIGGS & 1031.West Morse Boulevard IINGRAMS:,�le200 Winter Park,tl. 32789 407.628,5277(fax) Rladv.coru, January 30, 2025 Board of County Commissioners Monroe County, Florida 500 Whitehead Street Key West, FL 33040 Subject: Carr, Riggs & Ingram, LLC— Name Change Notification Dear Valued Client: We wish to inform you, effective November 18, 2024, Carr, Riggs & Ingram, LLC will operate in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations, and professional standards. CRI Advisors, LLC is the new legal entity which will continue to provide you with business consulting services. Please see the attached Client Letter from our Chairman for further details. Previous Name: Carr, Riggs & Ingram, LLC New Name: CRI Advisors, LLC Date of change: November 18, 2024 Federal ID Number: 99-4625061 If you have any questions regarding the name change, please let us know. Thank you for your business, we look forward to continuing to serve you. Sincerely, Y Matthew Incinelli, CPA Partner Enclosure C A R R RIGGS & C R 1 � CFAs and Advisors To our clients— CRI is excited to share with you a change within our firm. We have entered into contract tn receive o strategic investment from funds advised by Centerbridge Partners, L.P. (Centerbridge), a global alternative investment manager with approximately$38 billion in capital under management as of September 30, 2024 with a focus in the financial services, technology, industrial and healthcare markets, and Bessemer Venture Partners ("Bessemer"), a venture capital firm with more than $18 billion in assets under management primarily invested in the consumer, financial technology, enterprise, and healthcare markets. This first-time investment of institutional capital in CRI recognizes the firm's exemplary track record nf growth and creating value for our clients. Why? Our profession io changing rapidly. |ntndoy`o world,your current and future needs are changing as well. Significant capital will be needed tn meet those expectations and opportunities. VVehave always stayed at the forefront of change, and it is our intent to continue doing this. This investment will be used to accelerate the firm's innovation investments and expansion strategies. Who will serve you? The CRI partners remain substantial investors in the new firm along with our new partners, Centerbridge and Bessemer. You will continue tnbe served bv your present service provider. After the close of the transaction, CRI will operate in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations, and professional standards. Carr, Riggs & Ingram, L.L.C., an independent licensed CPA firm, will provide assurance, attest, and audit services. CRI Advisors, LLC (including its subsidiary entities)will operate as a separate legal entity, providing tax and business consulting services to clients. Together in this alternative practice structure, Corr' Riggo8' |ngronn' L.L.C. and CR|Advionro' LLC will service clients nationwide. Quotes "We believe strongly in the value proposition created by CRI's unique blend of'local firm' culture and client service with 'bigfirm' capabilities, and the benefits to CRI's clients and professionals of its deep roots across smaller, mid-sized, and metro markets in the Southeastern and Southern U.S.A.," said Dan Osnoss, Centerbridge Senior Managing Director. "We took forward to supporting the partners of CRI as they continue to build on their innovative history of organic growth and mergers to expand talent, capabilities, and geographic reach." "Over the next decade, the accounting industry is going to be transformed by technology," said Brian Feinstein, partner, Bessemer Venture Partners. "CRI is one of the most innovative accounting firms in the industry and vveare excited tn work with the CR| team tn take advantage nf innovations in software and A|." As you can see, Centerbridge and Bessemer recognize the value CRI has already built and see the potential for where the company can go.We are thrilled to gain partners whose vision aligns with ours. We believe this partnership will greatly benefit our talented team members and our valued clients as well. We will be able to invest more into our staff, create new opportunities, and continue doing what we have always done, which is delivering exceptional results to our clients. Thank you for being part of ourjourney and let me say"it has onlyjust begun." Regards, William H. Carr, Chairman Exhibit B Form W-9 Request for Taxpayer Give form to the (Rev.March 2024) Identification Number and Certification requester.Do not Department of the Treasury Go to www.1rs.gov1ForrnW9 for Instructions and the latest Information. send to the IRS. Internal Revenue Service Before you begin.For guidance related to the purpose of Form W-9,see Purpose of Form,below. 1 Name of entity/individual.An entry is required.(For a sole proprietor or disregarded entity,enter the owner's name online 1,and enter the business/disregarded entity's name on line 2.) CRI Advisors,LLC 2 Business name/disregarded entity name,if different from above. 6 3a Check the appropriate box for federal tax classification of the entity/individual whose name is entered on line 1.Check 4 Exemptions(codes apply only to only one of the following seven boxes. certain entities,not individuals; c ❑ Individual/sole proprietor ❑ C corporation ElS corporation ❑ Partnership ❑ Trustlestate see instructions on page 3): c ❑✓ LLC.Enter the tax classification(C=C corporation,S=S corporation,P=Partnership) . . . . P Exempt payee code Qf any) c Note:Check the"LLC"box above and,in the entry space,enter the appropriate code(C,S,or P)for the tax classification of the LLC,unless it is a disregarded entity.A disregarded entity should Instead check the appropriate Exemption from Foreign Account Tax o box for the tax classification of its owner. Compliance Act(FATCA)reporting ❑ Other(see instructions) code(If any) v 3b If on line 3a you checked"Partnership"or"Trust/estate,"or checked"LLC"and entered"P"as its tax classification, (Applies to accounts maintained and you are providing this form to a partnership,trust,or estate in which you have an ownership Interest,check outside the United States this box if you have any foreign partners,owners,or beneficiaries.See Instructions . ❑ 5 Address(number,street,and apt.or suite no.).See instructions. Requester's name and address(optionaq 1031 W.Morse Blvd,Suite 200 6 City,state,and ZIP code Winter Park FL 32789 7 List account numbers)here(optionaQ KiEM Taxpayer Identification Number(TIN) Enter your TIN in the appropriate box.The TIN provided must match the name given on line 1 to avoid Lsoclal securtty number backup withholding.For individuals,this is generally your social security number(SSN).However,for a — M — resident alien,sole proprietor,or disregarded entity,see the instructions for Part I,later.For other entities,it is your employer identification number(EIN).If you do not have a number,see How to get a or TIN,later. Employer Identification number Note:If the account is In more than one name,see the instructions for line 1.See also What Name and Number To Give the Requester for guidelines on whose number to enter. M99 — 1 4 6 1 2 5 1 0 M61 Certification Under penalties of perjury,I certify that: 1.The number shown on this form is my correct taxpayer identification number(or I am waiting for a number to be issued to me);and 2.1 am not subject to backup withholding because(a)I am exempt from backup withholding,or(b)I have not been notified by the Internal Revenue Service(IRS)that I am subject to backup withholding as a result of a failure to report all interest or dividends,or(c)the IRS has notified me that I am no longer subject to backup withholding;and 3.1 am a U.S.citizen or other U.S.person(defined below);and 4.The FATCA code(s)entered on this form Of any)indicating that I am exempt from FATCA reporting is correct. Certification instructions.You must cross out item 2 above if you have been notified by the IRS that you are currently subject to backup withholding because you have failed to report all interest and dividends on your tax return.For real estate transactions,item 2 does not apply.For mortgage interest paid, acquisition or abandonment of secured property,cancellation of debt,contributions to an individual retirement arrangement(IRA),and,generally,payments other than interest and dividends,you are not required to sign the certification,but you must provide your correct TIN.See the Instructions for Part II,later. Sign signature of ( 'a / �� Here U.S.person Date General Instructions New line 3b has been added to this form.A flow-through entity is required to complete this line to indicate that it has direct or indirect Section references are to the Internal Revenue Code unless otherwise foreign partners,owners,or beneficiaries when it provides the Form W-9 noted. to another flow-through entity in which it has an ownership interest.This Future developments.For the latest information about developments change is intended to provide a flow-through entity with information related to Form W-9 and its instructions,such as legislation enacted regarding the status of its indirect foreign partners,owners,or after they Were published,go to www.irs.gov1FofmW9. beneficiaries,so that it can satisfy any applicable reporting requirements.For example,a partnership that has any indirect foreign What's New partners may be required to complete Schedules K-2 and K-3.See the Line 3a has been modified to clarify how a disregarded entity completes Partnership Instructions for Schedules K-2 and K-3(Form 1065). this line.An LLC that is a disregarded entity should check the Purpose of Form appropriate box for the tax classification of its owner.Otherwise,it should check the"LLC"box and enter its appropriate tax classification. An Individual or entity(Form W-9 requester)who Is required to file an Information return with the IRS is giving you this form because they Cat.No.10231X Form W-9(Rev.3-2024) Exhibit C MONROE COUNTY, FLORIDA BOARD OF COUNTY COMMISSIONERS ,�. NEW VENDOR FORM Roe coin This form is to be completed to ADD a new vendor information to Monroe County,Florida vendor database.Vendor must complete the entire form and include all required documentations to support the change request. Use this form for A NEW VENDOR,NAME CHANGE,or TAX ID CHANGE Individual or Business Name: CRI Advisors, LLC Vendor EIN or last 4 digits SSN: 994625061 Vendor Point of Contact: Matthew Incinelli Vendor Point of Contact Email: mincinelli@CRiadv.com Phone: (407)644-7455 Purpose of Name & EIN change Vendor: SECTION A—MAILING OR REMITTANCE ADDRESS INFORMATION Must include a completed IRS Form W9 and a copy of vendor invoice with billing address. Vendor Mailing Address: Remittance Address if different from Mailing Address: Address: 1031 W. Morse Blvd,Suite 200 Address: City: Winter Park City: State: Florida Zip: 32789 State: Zip: SECTION B—OTHER REQUIRED INFORMATION Must include a VOIDED check or a Bank Certification Letter.A VOIDED check must have the vendor's preprinted name.A Bank Certification Letter may have the bank representative's signature.We do not accept deposit slips or a vendor's internal remittance letter. Bank Information for electronic deposit: 1099 Required? Bank Account Type: ❑Checking Savings ❑Yes a No Bank Name: If YeA,please check 1099 Type: [--]AttorneysName on Account: ❑MedicaUHealthcare Payments Bank Routing Number: ❑Non-Employee Compensation ❑Other Income Bank Account Number: ❑Rentals SECTION C—VENDOR AUTHORIZATION The form must be signed by a person with check signing authority for the company listed.Under penalties of perjury,1 certify that the above information is complete and accurate.I horize Monroe County,Florida to remit payment into the bank account or/and address indicated above. This authorizatio ai ' eff t til Monroe County,Florida has received,in writing,a cancellation notification. Partner Signature Title Matthew Incinelli (407)644-7455 r2-6 Ll Print Name Phone Number Date STATE OF n(:,I,Aa- COUNTY OF The foregoing instrument was acknowledged before me by means of ysicalence r online notarization, this day of (1 tau QrU 2 by !! Name and Title (SE Notary Public State of Florida lit�O�y1 S1 Jennifer Warn@ Pri ,Type,Stamp b6mmissioned Name of Notary IIII My Commission HH 387714 Explmli; 7/20/2027 Pe onally Known � OR Produced Identification y e of Identification Produced: CARRR-2 OP ID: JR ACORO CERTIFICATE OF LIABILITY INSURANCE FDATE(MM/DD/YYYY) �..-�-'� 01/15/2025 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 334-347-2631 CONTACT Forrest J.Warren Whittaker-Warren Insurance PHONE FAX P.O.Box 311283 (A/C,No,Ext): 334-347-2631 (A/C,No):334-393-2345 Enterprise,AL 36331 E-MAIL jennifer@whittakerwarren.com Forrest J.Warren ADDRESS: INSURERS AFFORDING COVERAGE NAIC# INSURERA:Continental Casualty Company 20443 INSURED INSURER B:American Casualty Company of 20427 CRI Advisors LLC,Carr, Riggs,&Ingram Capital, L.L.C.& Continental Insurance Company 35289 its subsidiaries and Carr,Riggs&Ingram, L.L.C. INSURERC: P Y 901 Boll Weevil Cir,Suite 200 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 NUMBER POLICY EFF POLICY EXP LIMITS LTR INSD WVD MMIDD/YYYY MMIDD/YYYY A X COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE $ 1,000,000 CLAIMS-MADE j OCCUR 6045711126 01/07/2025 01/07/2026 FIR I ESES Ea occurrence S( RENTED $ 500,000 FIR MED EXP(Any oneperson) $ 15,000 PERSONAL&ADV INJURY $ 1,000,000 GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $ 2,000,000 POLICYEl JJECT � LOC PRODUCTS-COMP/OPAGG $ 1,000,000 OTHER: Emp Bell. $ 1,000,000 B AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT 1,000,000 Ea accident $ X ANY AUTO 6045711112 01/07/2025 01/07/2026 BODILY INJURY Perperson) $ OWNED SCHEDULED AUTOS ONLY AUTOS BODILY INJURY Per accident $ HIRED NON-OWNED PROPERTY DAMAGE AUTOS ONLY AUTOS ONLY Per accident $ C X UMBRELLA LIAB X OCCUR EACH OCCURRENCE $ 22,000,000 LAB LB CLAIMS-MADE 6045711143 01/07/2025 01/07/2026 AGGREGATE $ 22,000,000 DED X RETENTION$ 10000 $ A WORKERS COMPENSATION X PER OTH- AND EMPLOYERS'LIABILITY STATUTE ER Y/N 6045689709 12/31/2024 12/31/2025 1,000,000 ANY PROPRIETOR/PARTNER/EXECUTIVE ❑ E.L.EACH ACCIDENT $ OFFICER/MEMBER EXCLUDED? N/A (Mandatory in NH) E.L.DISEASE-EA EMPLOYEE $ 1,000,000 If yes,describe under 1,000,000 DESCRIPTION OF OPERATIONS below E.L.DISEASE-POLICY LIMIT $ DESCRIPTION OF OPERATIONS/LOCATIONS/VEHICLES (ACORD 101,Additional Remarks Schedule,may be attached if more space is required) Office: 1031 W Morse Blvd,Suite 200,Winter Park, FL 32789 Certificate holder is additional insured with regard to general liability where required by written contract. r1 I:K T NY 1 DATE_' WANP CERTIFICATE HOLDER CANCELLATION 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 Key West, FL 33040 AUTHORIZED REPRESENTATIVE ACORD 25(2016/03) ©1988-2015 ACORD CORPORATION. All rights reserved. The ACORD name and logo are registered marks of ACORD DATE(MM/DD/YYYY) ACCOR" CERTIFICATE OF LIABILITY INSURANCE 8/16/2024 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 CONTACT Lemme, A Division of EPIC PHONE Cathy Kuehl FAX 111 West Campbell Street A/c No Ext: A/C,No): 4th Floor ADMDRESS: PSGCerts@lemme.com Arlington Heights IL 60005 INSURER(S)AFFORDING COVERAGE NAIC# INSURERA: MSIG Specialty Ins USA Inc.and Various INSURED CARRRIG INSURERB: Carr, Riggs& Ingram, LLC 901 Boll Weevil Circle, Suite 200 INSURERC: Enterprise, AL 36330 INSURER D7 INSURER E: INSURER F: COVERAGES CERTIFICATE NUMBER:183682041 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 MMIDD/YYY MMIDD/YYY COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE $ CLAIMS-MADE OCCUR DAM AGETORENTED PREMISES Ea occurrence $ MED EXP(Any one person) $ PERSONAL&ADV INJURY $ GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $ POLICY D PELT LOC PRODUCTS-COMP/OP AGG $ OTHER A .t` 4 $ AUTOMOBILE LIABILITY � ^^ COMBINED SINGLE LIMIT $ Ea accident ANY AUTO - _ BODILY INJURY(Per person) $ OWNED SCHEDULED ., ::��,,.,.,,--_ m BODILY INJURY(Per accident) $ AUTOS ONLY AUTOS ',24 .11_ HIRED NON-OWNED Yft PROPERTYDAMAGE $ AUTOS ONLY AUTOS ONLY Per accident UMBRELLA LAB OCCUR EACH OCCURRENCE $ EXCESS LAB CLAIMS-MADE AGGREGATE $ DED RETENTION$ $ 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 MSTAPL-00021 8/7/2024 8/7/2025 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 1100 Simonton Street ACCORDANCE WITH THE POLICY PROVISIONS. Key West, FL 33040 AUTHORIZED REPRESENTATIVE 0II� @ 1988-2015 ACORD CORPORATION. All rights reserved. ACORD 25(2016/03) The ACORD name and logo are registered marks of ACORD ,�►� CER"TIFI�ANTE OF LIABILITYIIIrNSU AiLNCE IaATI TkWwirrlrAdYYYYI 1312024 THIS CERTIFICATE IS ISSUED AS MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMENII , EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES, NOT CONSTITUTE A CONTRACT BETWEEN THE IISSUING IINISUIRER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER,AND THE CERTIFICATE HOLDER. IMPORTANT- If the certificate holder its an ADDITIONAL INSURED,the paallicyQilest must have ADDITIONAL INSURED provisions or Ibe endorsed. If SUBROGATION IS WAIVED,subject to the teams 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 endorsernent(s). Pra IRaIMc EIR NAME TCathy Kue,hll Lerni me A Division of EPIC PFCCUNE FAX 1111 'Vest Campbell Street AAE Na Exrt IId - il5u5tliltl c N 4tfl Floor ADDREss PSGiCerts@Iernme.corn Arlington(Heights IL 60005 IINSURER(S)AFFOsrair'aGCOVERAGE NIAIC# INSURER A:Liberty Surplus Insurance,Corporation 10725 INSURED CARRRIG INSURER e Darr, RII s Inlralm,LLC 901 BoII�Ueevil Circle.,Suite 010 INSURER c Enterprdse,AL 6330 INSURER D INSURER E INSURER F` COVERAGES CERTIFICATE NUMBER:187, 5L15I1t1 REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BE.1.OW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED, NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION(OF ANY CONTRACT OR EITHER DOCUMENT WIITH' RESPECT TO WHICH THIS CERTIFICATE MAY BE IISSUED OR MAY PERTAIN, THE IINSUIIRAINCE AFFORDED IBY THE POLICIES DESCRIBED HEREIN IS SUBJECT 'To ALL THE 'TERMS, EXCLUSIONS AND CONDITIONS OF SL.I0°'I POLICIES.LIMITS SHOWN MAY HAVE BEEN REIgTUCED BY PAID CLAIMS M�� INU . POLICY Err PC"kL.R�Y EXP TYPE INSURANCE D POLICY Y INUMBEIR kIIMfI D1D1YY"YY IWIII WLYLYwYYYY LIMITS COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE URRENICE $ CLAIMS-MADE F-1 CXCLUR PREMISES Lsac=leax $ Rw9ELU EXP(Any one I son) $, PERSONAL IL ADV INJIUIIRY $ GEINIAGGRL.GAiELIM'rAtPPLIE.$PtR: GENERAL tW.GGRE'GA"rE $ PRO" POLICY F-IJEc"r LC' APPRC .C OMB PIOP A:G $, C"rHER $ �.. ° , V C"CIMflBINF:ITSINF.EL.IIFAIT $ ALIiT'CINuNC7rI#LFLIAELIL.Rr'Y a .� LaaCCUCleruC ANY AUTO BODIL Y INJURY(Par peisarr) $ S I 24 OWNED SCHEDULED � ti � BCTCIIY 1NJdIRY(Par�ar r9enLl� $ AUTOS ONLY AUTOS HIRED NC?INCdWdNF1T IPROIfFRTYDAM�IAGE AUTOS ONLY AUTOS O,NL re ��° PeA alCruaerull $ $ IUMBRELL.A L IAB OCCUR EA MI OCCURRENCE URRENICE $ E;IXIWEliSt..iAFI GLARNwp&MaaAI:YIL ACYGREGA'rE $ IaED RIL"rILNTION$ $ WORMERS COMPENSATION PER OTIHIe ANl7 E,MrIPLOYERS'LIABILP Y ,Y d N,..... S TATLI°rE LR. ANYPROd 1RIL TOF,UPAR~I I NL FVEYIl C1.Y'IIVE E L EACH ACCI EN'r $ OFIFII ERARVFEM�ABEREXCLUI .!D'? NIW A ITWfaII daCary in NH) E L DISEASE e EA EMPLOYEE $ if as,d cnll underCU�SCRIPI ION OF OPERA"I"IONS below E L DISEASE'-POLICY LIMP"r $ A E05CAdS41V006 8/'7R2024 II/7/202.5 EadiClaon Aggregate DESCRIPTION Or OPERATIONS I LOCATIONS I VE HICLES IA ORD 10I a A(kiihmiM Rerna;rkss:d*dule,may I)e attached S MOM space Is r hired) CERTIFICATE HOLDER CANCELLATION Monroe County it .l SHOULD ANY OF THE ABOVE DESCRIBED POLICIE'S BE CANCELLED BEFORE. THE (EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN 1100 I"I"IICDt'htoin Street ACCORDANCE WITH THE POLICY PROVISIONS. Key West, FL 33040 At ITL IIrIR17En RrPRESrNr'ATrW'F: t 1 88-2I1Fa ACORLI CORPORATION. All rights reserved. A ORD 2 (201610t 3) The ACOR©name and Lagoa are registered)marks of A ORD