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#22-7997 (Stewart Title Company) FIXED FEE PROFESSIONAL SERVICE AGREEMENT # 22-7997 for "Real Estate Title & Closing Services" THIS AGREEMENT, made and entered into on this "'S day of 1\(x--;\ , 2023 , by and between STEWART TITLE COMPANY authorized to do business in the State of Florida, whose business address is 1360 Post Oak Blvd. Suite 1400 Houston, TX 77056 ,(the "Contractor") and Collier County, a political subdivision of the State of Florida, (the "County"): WITNESS ETH: 1. The Agreement shall be for a three ( 3 ) year period, commencing I I cd-approvaii or n on April 24, 2023 ,and terminating on three ( 3 ) year(s) from that date or until all outstanding Purchase Order(s) issued prior to the expiration of the Agreement period have been completed or terminated. The County may, at its discretion and with the consent of the Contractor, renew the Agreement under all of the terms and conditions contained in this Agreement for two ( 2 ) additional one ( 1 ) year(s) periods. The County shall give the Contractor written notice of the County's intention to renew the Agreement term prior to the end of the Agreement term then in effect. The County Manager, or his designee, may, at his discretion, extend the Agreement under all of the terms and conditions contained in this Agreement for up to one hundred and eighty (180) days. The County Manager, or his designee, shall give the Contractor written notice of the County's intention to extend the Agreement term prior to the end of the Agreement term then in effect. 2. COMMENCEMENT OF SERVICES. The Contractor shall commence the work upon issuance of a Purchase Order 7 tie-te-Rr-eeee4 I I Wek-4f . 3. STATEMENT OF WORK. The Contractor shall provide services in accordance with the terms and conditions of Request for Proposal (RFP) I I ifwitat -fie Bid-(tom Other 4 ) # 22-7997 , including all Attachment(s), Exhibit(s) and Addenda and the Contractor's proposal referred to herein and made an integral part of this Agreement. (� The Contractor shall also provide services in accordance with Exhibit A - Scope of Services attached hereto. Page 1 of 15 Fixed Price Professional Service Agreement 2022_Ver.3 3.1 This Agreement contains the entire understanding between the parties and any modifications to this Agreement shall be mutually agreed upon in writing by the Parties, in compliance with the County's Procurement Ordinance, as amended, and Procurement Procedures in effect at the time such services are authorized. 3.2 The execution of this Agreement shall not be a commitment to the Contractor to order any minimum or maximum amount. The County shall order items/services as required but makes no guarantee as to the quantity, number, type or distribution of items/services that will be ordered or required by this Agreement. 4. THE AGREEMENT SUM. The County shall pay the Contractor for the performance of this Agreement based on Exhibit B- Fee Schedule, attached hereto and the price methodology as defined in Section 4.1. Payment will be made upon receipt of a proper invoice and upon approval by the County's Contract Administrative Agent/Project Manager, and in compliance with Chapter 218, Fla. Stats., otherwise known as the "Local Government Prompt Payment Act". 4.1 Price Methodology (as selected below): ❑ p Qum-(-F-ixed- ri n\• Air rr.T.rmirfrx , , r nTi • requirements would most likely change. As a general business practice, these timekeeping or payroll records), material or equipment invoices, and other ❑■ Unit Price: The County agrees to pay a firm total fixed price (inclusive of all costs, including labor, materials, equipment, overhead, etc.) for a repetitive product or service delivered (i.e. installation price per ton, delivery price per package or carton, etc.). The invoice must identify the unit price and the number of units received (no contractor inventory or cost verification). 4.2 Any County agency may obtain services under this Agreement, provided sufficient funds are included in their budget(s). Page 2 of 15 Fixed Price Professional Service Agreement 2022_Ver.3 4.3 Payments will be made for services furnished, delivered, and accepted, upon receipt and approval of invoices submitted on the date of services or within six (6) months after completion of the Agreement. Any untimely submission of invoices beyond the specified deadline period is subject to non-payment under the legal doctrine of "laches" as untimely submitted. Time shall be deemed of the essence with respect to the timely submission of invoices under this Agreement. 4.4 The County, or any duly authorized agents or representatives of the County, shall have the right to conduct an audit of Contractor's books and records to verify the accuracy of the Contractor's claim with respect to Contractor's costs associated with any Payment Application, Change Order, or Work Directive Change. 45 ❑ Expenses must bc approved in advance in writing by the County. Travel expenses Mileage $ 44 Breakfast $6-.99 Lunch $14,00 Biraaer $1-9,00 A+rere class-fie ReRtakraaf Led*Fig Parking Actual cost of parking Taxi or Airport Limousine nscs shall bc limited to the following: • • • receipts. 5. SALES TAX. Contractor shall pay all sales, consumer, use and other similar taxes associated with the Work or portions thereof, which are applicable during the performance of the Work. Collier County, Florida as a political subdivision of the State of Florida, is exempt from the payment of Florida sales tax to its vendors under Chapter 212, Florida Statutes, Certificate of Exemption # 85-8015966531C. Page 3 of 15 Fixed Price Professional Service Agreement 2022_Ver.3 �t Qs� 6. NOTICES. All notices from the County to the Contractor shall be deemed duly served if mailed or emailed to the Contractor at the following: Company Name: STEWART TITLE COMPANY Address: 4910 N. Tamiami Trail, Suite 120 Naples, FL 34103 Authorized Agent: Frederick Eppinger, President Attention Name & Title: Donna Jacobson, Manager Telephone: (239) 262-2163 E-Mail(s): Donna.Jacobson@Stewart.com All Notices from the Contractor to the County shall be deemed duly served if mailed or emailed to the County to: Board of County Commissioners for Collier County, Florida Division Name: Transportation Engineering Division Director: Jay Ahmad Address: 2885 Horseshoe Drive S Naples, FL 34104 Administrative Agent/PM: Robert Bosch, Manager- Right of Way Telephone: (239) 252-5843 E-Mail(s): Robert.Bosch@CollierCountyFL.Gov The Contractor and the County may change the above mailing address at any time upon giving the other party written notification. All notices under this Agreement must be in writing. 7. NO PARTNERSHIP. Nothing herein contained shall create or be construed as creating a partnership between the County and the Contractor or to constitute the Contractor as an agent of the County. 8. PERMITS: LICENSES: TAXES. In compliance with Section 218.80, F.S., all permits necessary for the prosecution of the Work shall be obtained by the Contractor. The County will not be obligated to pay for any permits obtained by Subcontractors. Payment for all such permits issued by the County shall be processed internally by the County. All non-County permits necessary for the prosecution of the Work shall be procured and paid for by the Contractor. The Contractor shall also be solely responsible for payment of any and all taxes levied on the Contractor. In addition, the Contractor shall comply with all rules, regulations and laws of Collier County, the State of Florida, or the U. S. Government now in force or hereafter adopted. The Contractor agrees to comply with all laws governing the responsibility of an employer with respect to persons employed by the Contractor. Page 4 of 15 Fixed Price Professional Service Agreement 2022_Ver.3 9. NO IMPROPER USE. The Contractor will not use, nor suffer or permit any person to use in any manner whatsoever, County facilities for any improper, immoral or offensive purpose, or for any purpose in violation of any federal, state, county or municipal ordinance, rule, order or regulation, or of any governmental rule or regulation now in effect or hereafter enacted or adopted. In the event of such violation by the Contractor or if the County or its authorized representative shall deem any conduct on the part of the Contractor to be objectionable or improper, the County shall have the right to suspend the Agreement of the Contractor. Should the Contractor fail to correct any such violation, conduct, or practice to the satisfaction of the County within twenty-four (24) hours after receiving notice of such violation, conduct, or practice, such suspension to continue until the violation is cured. The Contractor further agrees not to commence operation during the suspension period until the violation has been corrected to the satisfaction of the County. 10. TERMINATION. Should the Contractor be found to have failed to perform his services in a manner satisfactory to the County as per this Agreement, the County may terminate said Agreement for cause; further the County may terminate this Agreement for convenience with a thirty (30) day written notice. The County shall be the sole judge of non-performance. In the event that the County terminates this Agreement, Contractor's recovery against the County shall be limited to that portion of the Agreement Amount earned through the date of termination. The Contractor shall not be entitled to any other or further recovery against the County, including, but not limited to, any damages or any anticipated profit on portions of the services not performed. 11. NO DISCRIMINATION.The Contractor agrees that there shall be no discrimination as to race, sex, color, creed or national origin or any other class protected by federal or Florida law. 12. INSURANCE. The Contractor shall provide insurance as follows: A. ❑■ Commercial General Liability: Coverage shall have minimum limits of $ 1,000,000 Per Occurrence, $2,000,000 aggregate for Bodily Injury Liability and Property Damage Liability. The General Aggregate Limit shall be endorsed to apply per project. This shall include Premises and Operations; Independent Contractors; Products and Completed Operations and Contractual Liability. 1Bn and Property Damage Liability. This shall include: Owned Vehicles, Hired and C. n Workers' Compensation: Insurance covering all employees meeting Statutory Limits in compliance with the applicable state and federal laws. Page 5 of 15 Fixed Price Professional Service Agreement 2022_Ver.3 The coverage must include Employers' Liability with a minimum limit of $500,000 for each accident. D. ❑■ Professional Liability: Shall be maintained by the Contractor to ensure its legal liability for claims arising out of the performance of professional services under this Agreement. Contractor waives its right of recovery against County as to any claims under this insurance. Such insurance shall have limits of not less than $ 1,000,000 each claim and aggregate. E. Cyber Liability: Coverage shall have minimum limits of $ 1,000,000 per occurrence. of$ per occurrence. c- ❑ Watercraft: Coverage shall have minimum limits of $ per 447 n rborwert&er' per occurrence. f- ❑ • $ per occurrence. J. ❑■ Crime (other): Coverage shall have minimum limits of$ 1,000,000 per occurrence. ❑ /i+�ho • (`� o_r.Mo chnJlh�va m I it of$ per occurrence- Special Requirements: Collier County Board of County Commissioners, OR, Board of County Commissioners in Collier County, OR, Collier County Government shall be listed as the Certificate Holder and included as an "Additional Insured" on the Insurance Certificate for Commercial General Liability where required. This insurance shall be primary and non-contributory with respect to any other insurance maintained by, or available for the benefit of, the Additional Insured and the Contractor's policy shall be endorsed accordingly. Current, valid insurance policies meeting the requirement herein identified shall be maintained by Contractor during the duration of this Agreement. The Contractor shall provide County with certificates of insurance meeting the required insurance provisions. Renewal certificates shall be sent to the County thirty (30) days prior to any expiration date. Coverage afforded under the policies will not be canceled or allowed to expire until the greater of: thirty (30) days prior written notice, or in accordance with policy provisions. Contractor shall also notify County, in a like manner, within twenty-four (24) hours after receipt, of any notices of expiration, cancellation, non-renewal or material change in coverage or limits received by Page 6 of 15 Fixed Price Professional Service Agreement 2022_Ver.3 Contractor from its insurer, and nothing contained herein shall relieve Contractor of this requirement to provide notice. Contractor shall ensure that all subcontractors comply with the same insurance requirements that the Contractor is required to meet. 13. INDEMNIFICATION. To the maximum extent permitted by Florida law, the Contractor shall defend, indemnify and hold harmless Collier County, its officers and employees from any and all liabilities, damages, losses and costs, including, but not limited to, reasonable attorneys' fees and paralegals' fees, whether resulting from any claimed breach of this Agreement by Contractor, any statutory or regulatory violations, or from personal injury, property damage, direct or consequential damages, or economic loss, to the extent caused by the negligence, recklessness, or intentionally wrongful conduct of the Contractor or anyone employed or utilized by the Contractor in the performance of this Agreement. This indemnification obligation shall not be construed to negate, abridge or reduce any other rights or remedies which otherwise may be available to an indemnified party or person described in this paragraph. This section does not pertain to any incident arising from the sole negligence of Collier County. 13.1 The duty to defend under this Article 13 is independent and separate from the duty to indemnify, and the duty to defend exists regardless of any ultimate liability of the Contractor, County and any indemnified party. The duty to defend arises immediately upon presentation of a claim by any party and written notice of such claim being provided to Contractor. Contractor's obligation to indemnify and defend under this Article 13 will survive the expiration or earlier termination of this Agreement until it is determined by final judgment that an action against the County or an indemnified party for the matter indemnified hereunder is fully and finally barred by the applicable statute of limitations. 14. AGREEMENT ADMINISTRATION. This Agreement shall be administered on behalf of the County by the Transportation Engineering Division 15. CONFLICT OF INTEREST. Contractor represents that it presently has no interest and shall acquire no interest, either direct or indirect, which would conflict in any manner with the performance of services required hereunder. Contractor further represents that no persons having any such interest shall be employed to perform those services. 16. COMPONENT PARTS OF THIS AGREEMENT. This Agreement consists of the following component parts, all of which are as fully a part of the Agreement as if herein set out verbatim: Contractor's Proposal, Insurance Certificate(s), ❑� Exhibit A Scope of Services, Exhibit B Fee Schedule, • RFP/ t Other ( ) #22-7997 including Exhibits, Attachments and Addenda/Addendum, II and I I • er Exhibit/Attachment: • Page 7 of 15 Fixed Price Professional Service Agreement 2022_Ver.3 17. APPLICABILITY. Sections corresponding to any checked box (I ) will expressly apply to the terms of this Agreement. 18. SUBJECT TO APPROPRIATION. It is further understood and agreed by and between the parties herein that this Agreement is subject to appropriation by the Board of County Commissioners. 19. PROHIBITION OF GIFTS TO COUNTY EMPLOYEES. No organization or individual shall offer or give, either directly or indirectly, any favor, gift, loan, fee, service or other item of value to any County employee, as set forth in Chapter 112, Part III, Florida Statutes, Collier County Ethics Ordinance No. 2004-05, as amended, and County Administrative Procedure 5311. Violation of this provision may result in one or more of the following consequences: a. Prohibition by the individual, firm, and/or any employee of the firm from contact with County staff for a specified period of time; b. Prohibition by the individual and/or firm from doing business with the County for a specified period of time, including but not limited to: submitting bids, RFP, and/or quotes; and, c. immediate termination of any Agreement held by the individual and/or firm for cause. 20. COMPLIANCE WITH LAWS. By executing and entering into this Agreement, the Contractor is formally acknowledging without exception or stipulation that it agrees to comply, at its own expense, with all federal, state and local laws, codes, statutes, ordinances, rules, regulations and requirements applicable to this Agreement, including but not limited to those dealing with the Immigration Reform and Control Act of 1986 as located at 8 U.S.C. 1324, et seq. and regulations relating thereto, as either may be amended, as well as the requirements set forth in Florida Statue, §448.095; taxation, workers' compensation, equal employment and safety including, but not limited to, the Trench Safety Act, Chapter 553, Florida Statutes, and the Florida Public Records Law Chapter 119, if applicable, including specifically those contractual requirements at F.S. § 119.0701(2)(a)-(b) as stated as follows: IF THE CONTRACTOR HAS QUESTIONS REGARDING THE APPLICATION OF CHAPTER 119, FLORIDA STATUTES, TO THE CONTRACTOR'S DUTY TO PROVIDE PUBLIC RECORDS RELATING TO THIS CONTRACT, CONTACT THE CUSTODIAN OF PUBLIC RECORDS AT: Division of Communications, Government and Public Affairs 3299 Tamiami Trail East, Suite 102 Naples, FL 34112-5746 Telephone: (239) 252-8999 Email: PublicRecordRequest(&,colliercountvfl.gav The Contractor must specifically comply with the Florida Public Records Law to: Page 8 of 15 Fixed Price Professional Service Agreement 2022_Ver.3 1. Keep and maintain public records required by the public agency to perform the service. 2. Upon request from the public agency's custodian of public records, provide the public agency with a copy of the requested records or allow the records to be inspected or copied within a reasonable time at a cost that does not exceed the cost provided in this chapter or as otherwise provided by law. 3. Ensure that public records that are exempt or confidential and exempt from public records disclosure requirements are not disclosed except as authorized by law for the duration of the contract term and following completion of the contract if the Contractor does not transfer the records to the public agency. 4. Upon completion of the contract, transfer, at no cost, to the public agency all public records in possession of the Contractor or keep and maintain public records required by the public agency to perform the service. If the Contractor transfers all public records to the public agency upon completion of the contract, the Contractor shall destroy any duplicate public records that are exempt or confidential and exempt from public records disclosure requirements. If the Contractor keeps and maintains public records upon completion of the contract, the Contractor shall meet all applicable requirements for retaining public records. All records stored electronically must be provided to the public agency, upon request from the public agency's custodian of public records, in a format that is compatible with the information technology systems of the public agency. If Contractor observes that the Contract Documents are at variance therewith, it shall promptly notify the County in writing. Failure by the Contractor to comply with the laws referenced herein shall constitute a breach of this Agreement and the County shall have the discretion to unilaterally terminate this Agreement immediately. 21. OFFER EXTENDED TO OTHER GOVERNMENTAL ENTITIES. Collier County encourages and agrees to the successful Contractor extending the pricing, terms and conditions of this solicitation or resultant Agreement to other governmental entities at the discretion of the successful Contractor. 22. AGREEMENT TERMS. If any portion of this Agreement is held to be void, invalid, or otherwise unenforceable, in whole or in part, the remaining portion of this Agreement shall remain in effect. 23. ADDITIONAL ITEMS/SERVICES. Additional items and/or services may be added to this Agreement in compliance with the Procurement Ordinance, as amended, and Procurement Procedures. 24. DISPUTE RESOLUTION. Prior to the initiation of any action or proceeding permitted by this Agreement to resolve disputes between the parties, the parties shall make a good faith effort to resolve any such disputes by negotiation. The negotiation shall be attended by representatives of Contractor with full decision-making authority and by Page 9 of 15 Fixed Price Professional Service Agreement 2022_Ver.3 County's staff person who would make the presentation of any settlement reached during negotiations to County for approval. Failing resolution, and prior to the commencement of depositions in any litigation between the parties arising out of this Agreement, the parties shall attempt to resolve the dispute through Mediation before an agreed-upon Circuit Court Mediator certified by the State of Florida. The mediation shall be attended by representatives of Contractor with full decision-making authority and by County's staff person who would make the presentation of any settlement reached at mediation to County's board for approval. Should either party fail to submit to mediation as required hereunder, the other party may obtain a court order requiring mediation under section 44.102, Fla. Stat. 25. VENUE. Any suit or action brought by either party to this Agreement against the other party relating to or arising out of this Agreement must be brought in the appropriate federal or state courts in Collier County, Florida, which courts have sole and exclusive jurisdiction on all such matters. substantially the same or better qualifications and/or experience. (2) that the County is notified in writing as far in advance as possible. The Contractor shall make commercially r asonable efforts to notify Collier County within seven (7) days of tho change. The County retains final approval of proposed replacement personnel. ❑■ AGREEMENT STAFFING. The Contractor's personnel and management to be utilized for this Agreement shall be knowledgeable in their areas of expertise. The County reserves the right to perform investigations as may be deemed necessary to ensure that competent persons will be utilized in the performance of the Agreement. The Contractor shall assign as many people as necessary to complete required services on a timely basis, and each person assigned shall be available for an amount of time adequate to meet required services. 27. ❑■ ORDER OF PRECEDENCE. In the event of any conflict between or among the terms of any of the Contract Documents, the terms of solicitation the Contractor's Proposal, and/or the County's Board approved Executive Summary, the Contract Documents shall take precedence. • • Page 10 of 15 Fixed Price Professional Service Agreement 2022_Ver.3 Contractor at County's discretion. 28. ASSIGNMENT. Contractor shall not assign this Agreement or any part thereof, without the prior consent in writing of the County. Any attempt to assign or otherwise transfer this Agreement, or any part herein, without the County's consent, shall be void. If Contractor does, with approval, assign this Agreement or any part thereof, it shall require that its assignee be bound to it and to assume toward Contractor all of the obligations and responsibilities that Contractor has assumed toward the County. 29. SECURITY. The Contractor is required to comply with County Ordinance 2004-52, as amended. Background checks are valid for five (5) years and the Contractor shall be responsible for all associated costs. If required, Contractor shall be responsible for the costs of providing background checks by the Collier County Facilities Management Division for all employees that shall provide services to the County under this Agreement. This may include, but not be limited to, checking federal, state and local law enforcement records, including a state and FBI fingerprint check, credit reports, education, residence and employment verifications and other related records. Contractor shall be required to maintain records on each employee and make them available to the County for at least four (4) years. All of Contractor's employees and subcontractors must wear Collier County Government Identification badges at all times while performing services on County facilities and properties. Contractor ID badges are valid for one (1) year from the date of issuance and can be renewed each year at no cost to the Contractor during the time period in which their background check is valid, as discussed below. All technicians shall have on their shirts the name of the contractor's business. The Contractor shall immediately notify the Collier County Facilities Management Division via e-mail (DL-FMOPS@colliergov.net) whenever an employee assigned to Collier County separates from their employment. This notification is critical to ensure the continued security of Collier County facilities and systems. Failure to notify within four (4) hours of separation may result in a deduction of$500 per incident. (Intentionally left blank-signature page to follow) Page 11 of 15 Fixed Price Professional Service Agreement 2022_Ver.3 IN WITNESS WHEREOF, the parties hereto, by an authorized person or agent, have executed this Agreement on the date and year first written above. ATTEST: BOARD OF COUNTY COMMISSIONERS COLLIER COUNTY, FLORIDA Crystal K:Kinzel•,•Olerk of the Circuit Court and Comptroller..' 24; By: L .t . s...ais..g.r,_! By: I .:� Rick LoCastro , Chair . • '� Dated: :.�, ... ..a�1�.` v I . (S 'L) est -s to7Chairman's i: signature only Contractor's Witnesses: STEWART TITLE COMPANY Contra r , r • Cv''-iir By. Contractor's First fitness �, Sign ture --- bet tAdZ /A S t k,f1(,,-ea V_-crl vZ TType/print signature and titleT TT rintwitness na• mes Contractor's Se and Witness (146 TTypel�nt witness nameT i ro ed as to F a d Legality: L. Count Attorney Prin Name EE:1'-i-- ' Page 12 of 15 Fixed Price Professional Service Agreement 2022_Ver.3 Exhibit A Scope of Services n following this page (containing 5 page/s) this exhibit is not applicable Page 13 of 15 Fixed Price Professional Service Agreement 2022_Ver.3 Request for Proposal (RFP)22-7997 "Real Estate Title & Closing Services" EXHIBIT A SCOPE OF SERVICES BACKGROUND: Collier County employs title companies for their expertise to protect the County against title fraud and to ensure that the County is negotiating with persons and/or companies with legal authority to convey the required fee and/or easement parcels needed for its projects and that all title issues are addressed before closing. The County conducts almost all real estate closings in-house. In exceptional circumstances the Company may be required to conduct a closing and record documents. The County is awarding multiple firms and will issue work assignments on a rotational basis that ensures a relatively even distribution of work WORK SCHEDULE The Contractors shall be placed on a rotation list for the services,as follows: a) Work assignments are awarded on a rotational basis by the County's Administrative Agent in the order show below: 1. Stewart Title Company 2. American Government Services Corporation 3. Title Partners of South Florida, Inc. b) As each work assignment is identified the next Contractor in the rotation will be offered the opportunity to negotiate that work assignment with the County's Contract Administrative Agent. c) The County's Contract Administrative Agent will ensure an equitable distribution of work among the selected Contractors. DELIVERY SCHUDULE Number of Title Commitments or Ownership & Delivery Schedule Encumbrance Reports Ordered 1 to 3 10 Business Day s 4 to 6 15 Business Days 7 to 12 20 Business Days 13 to 25 25 Business Days 26 to 35 30 Business Days Over 35 To Be Negotiated Updated 10 Business Days Miscellaneous Real Estate and Title Research Services To be negotiated Page 1 of 5 Exhibit A—Scope of Services Request for Proposal (RFP)22-7997 "Real Estate Title & Closing Services" DETAILED SCOPE OF WORK: GENERAL REQUIREMENTS 1. All orders shall be acted upon only if in writing either on County letterhead,fax transmittal form or email,and must include the name of the County employee placing the order. 2. Title Commitments, Ownership and Encumbrance Reports, copies of instruments referenced therein, and all other documents may be furnished electronically in one PDF document unless the size of the PDF document requires that it be separated into two or more PDF documents for emailing purposes. No other electronic formats will be acceptable unless pre-approved by the County. 3. All Title Commitments, Ownership and Encumbrance Reports and Research shall reference the County Project Number and Project Parcel Number provided with the order. 4. In addition to the terms and conditions governing invoicing contained in the Annual Agreement for Real Estate Title and Closing Services,all invoices,bills and/or statements must specify the exact service performed,i.e.,issuance of title commitment, issuance of title policy, etc. All invoices submitted for payment must be originals (unless submitted via email) on Company letterhead; must list Company as "payee"; and must reference the PO number, Project Number and Project Parcel number provided with the order. Invoices from entities other than the Company under annual contract with the County will not be paid. A. TITLE COMMITMENTS 1. Unless a prior title insurance policy is obtained,the chain of title must be based on no less than a 30-year search. Title commitments are to be prepared as follows: a. Schedule A must identify the specific interest in real property to be acquired by the County,the current record title holder of the fee simple interest in said real property, and the exact manner in which said title is currently held. b. Schedule B-1 must list only those requirements necessary to guarantee insurability regardless of whether a title policy is to be purchased or not. c. Schedule B-2 Exceptions shall be based on a search without any time limitation. Reporting encumbrances created back only as far as the date of the last institutional mortgage encumbering the property does not serve the interests of the County. The County needs to examine all easements and reservations that may limit the right of the County to use the property,or that may place the County in an inferior position relative to possible facilities conflicts,regardless of when the encumbrance was first created. 2. Title commitments issued for easement acquisitions shall itemize as a requirement the recording of an easement for the purpose(s)specified and not a warranty deed. 3. The County may request the Company to issue a title commitment for the entire parent tract or for only a portion of the parent tract. The County will provide the Company with a legal description of the subject parcel simultaneously with the title work order. 4. All title commitments must include the results of the Company's search of the names of all "relevant parties to the transaction" (defined in this case as sellers, buyers, and any non-traditional lenders) against the "Specially Designated Nationals and Blocked Persons"(SDN)list published by the Office of Foreign Assets Control(OFAC). Page 2 of 5 Exhibit A—Scope of Services Request for Proposal (RFP)22-7997 "Real Estate Title& Closing Services" 5. All title commitments must contain the Project Number and Project Parcel Number provided to the Company by the County. 6. At the request of the County, the Company shall issue an endorsement or update of a title commitment; and upon the County's compliance with the requirements as set forth in Schedule B-1 and payment of the risk premium at the contract rate,the Company shall issue the County a title policy for levels of coverage equivalent to the values of the interest in real property acquired by the County. 7. A reissue credit will be given toward the cost of the County's title policy whenever possible. Therefore, the Company shall make every reasonable effort to ascertain whether a previous policy exists and to secure a copy of any prior policies for which a reissue credit can be given. 8. Upon the initial issuance of the title commitment, "Owner's Amount" (property value) shall state, "TO BE DETERMINED". Refer in this regard to the Introductory Information above. ' 9. The County shall pay no penalty,fee or other charge for failure to order a title policy or utilize the closing services of the Company. In such instances,payments made by the County for title commitments and updated search reports shall be payment in full for title services rendered by Company related to the subject real estate. 10. Title commitments and updated search reports shall include as attachments legible copies of all instruments referenced in the title commitment including, but not limited to, state and federal tax liens, ad valorem tax deficiencies and tax sale certificates, mechanic's and materialmen's liens, mortgages and financing statements, judgments,lis pendens,contracts for deed,recorded leases,easements,covenants and restrictions of record and any other encumbrances affecting the real property sought by the County. Copies of County Resolutions and Ordinances need not be provided. Where the portion of property sought by the County is part of the common elements or property of any condominium, homeowner's association, property owner's association or civic association, the Company shall include with the title commitment a copy of all recorded instruments pertinent to said association, including but not limited to, declarations or protective covenants and restrictions, articles of incorporation, and corporate by-laws. Recognizing that these documents can be quite voluminous, the Company shall contact the County if there is doubt as to whether said copies or copies of any other voluminous documents are necessary. 11. Delivery of title commitments shall be in accordance with the schedule shown in Evaluation Criteria No. 3 below, where "delivery schedule"constitutes the total number of business days lapsing between the date of the order and delivery by the Company of completed title commitments. This delivery schedule shall govern unless an alternate schedule is submitted with the Bid. 12. The Company shall NOT require a certified survey as a pre-condition to issuance of a title policy. 13. Certificates of Good Standing from the Office of the Secretary of State shall NOT be listed as a Schedule B-I requirement. The County shall provide a copy of the Corporate Detail Record showing current corporate status, along with the Directors/Officers of the corporation from the Florida Department of State,Division of Corporations web site. 14. The recording of corporate resolutions in the public records shall NOT be listed as a Schedule B-I requirement unless special circumstances exist requiring such recording. 15. For partial acquisitions, Schedule B-1 Requirements may call for an Amended Notice of Commencement OR a Partial Termination but shall not require total termination of the Notice of Commencement unless all intended improvements have been completed. 16. The Company shall provide the Property Appraiser's folio number for the parent tract from which the County seeks an interest in real property. Where the County furnishes a folio number or ownership information, this is always Page 3 of 5 Exhibit A—Scope of Services ;:., Request for Proposal (RFP)22-7997 "Real Estate Title & Closing Services" subject to verification by the Company. Ad Valorem taxes, both current and delinquent, if any, and Sales Tax Certificates, if any, shall be itemized in the title commitment. 17. The Company will immediately notify the County of any determinations made by its underwriter that newly enacted Florida Statutes, Florida Department of Financial Services ("DFS") guidelines or federally mandated restrictions affect Company's ability to comply with the terms of this contract proposal. B. REAL ESTATE CLOSING SERVICES 1. Closing services include the preparation of all documents needed to comply with the Schedule B-1 "Requirements" portion of the title commitment and the preparation and obtaining of all releases, subordinations, affidavits, estoppels,special assessments,tax prorations and other documents needed to address those exceptions set out in the Schedule B-II "Exceptions"portion of the title commitment that are inconsistent with the County's intended use of the real property rights to be acquired. The County will identify these exceptions. Closing Services also include preparing and obtaining proper execution of closing statements and all other documents required to close the real estate transaction and issue the title policy,even if a title policy is not ordered,in addition to recording all pertinent documents in the Official Records of Collier County. 2. Upon the County concluding and agreement with a property owner,the parcel file may in exceptional circumstances be turned over to the Company for the preparation of legal instruments, including all releases, subordinations, estoppels, prorations and other documents. The County will furnish a fully executed copy of the Agreement to the Company, together with any specific instructions that may be required. The County will also furnish format documents in Microsoft Word that have been approved by the Office of the County Attorney. The Company will schedule a timely closing date with property owners. (In almost all instances, the County conducts closings in- house.) 3. The Company must email the closing statement to the Acquisition Specialist for review and approval. Within four weeks following the County's approval of the Closing Statement, the County will provide the Company all funds required to Close. 4. The Company shall ascertain the status of any existing title policies and attempt to secure a copy of said policy for purposes of reissue credit against the cost of any owner's title policy to be issued to the County. (The percentage of available reissue credit given for "partial acquisitions" will directly correspond with percentages of the insured property being conveyed to County). The Company shall record the appropriate documents in the public records and notify the Acquisition Specialist that the closing has occurred.Copies of all executed closing documents will be provided to County. 5. In most cases, the County will not require a title policy. In those instances where a policy is required, in order to comply with both the purchasing policy of the County and requirements of most title underwriters, the Company will email to the County a copy of the original title policy simultaneously with submission of the invoice for services. The Company will then deliver the original executed title policy immediately upon receipt of payment from the County. (As an alternative,the Company can deliver the original title policy simultaneously with submission of the original invoice.) C. OWNERSHIP AND ENCUMBRANCE REPORTS(OPTIONAL SERVICES) 1. A report entitled"Ownership and Encumbrance Report"in the form of a cover letter identifying: (a)the record title holder to the subject property, as well as (a) all claims, liens, and other interests in real property attaching to and encumbering the subject property(mortgages,easements,judgments,mechanic liens,tax certificates, etc.). 2. The chain of title must be based on no less than a thirty-year search. Reported encumbrances shall be based on a search without any time limitation. The County needs to examine all easements and reservations that may limit the Page 4 of 5 Exhibit A—Scope of Services t,',; Request for Proposal (RFP)22-7997 "Real Estate Title& Closing Services" right of the County to use the property, or that may place the County in an inferior position relative to possible facilities conflicts,regardless of when the encumbrance was first created. 3. The Company shall provide the Property Appraiser's folio number for the parent tract from which the County seeks an interest in real property. Where the County furnishes a folio number or ownership information, this is always subject to verification by the Company. Ownership & Encumbrance Reports shall include as attachments legible copies of all instruments referenced therein including state and federal tax liens,ad valorem tax deficiencies and tax sale certificates, mechanic's and materialmen's liens, mortgages and financing statements,judgments, lis pendens, contracts for deed, recorded leases, easements, covenants and restrictions of record and any other encumbrances affecting the real property sought by the County. Copies of County Resolutions and Ordinances need not be provided. Where the portion of property sought by the County is part of the common elements or property of any condominium, homeowner's association, property owner's association or civic association, the Company shall include with the title commitment a copy of all recorded instruments pertinent to said association,including,but not limited to, declarations or protective covenants and restrictions, articles of incorporation, and corporate by-laws. Recognizing that these documents can be quite voluminous,the Company shall contact the County if there is doubt as to whether said copies or copies of any other voluminous documents are necessary. NOTE:Providing an abstract of title does NOT fulfill or substitute for the requirements outlined above for Ownership and Encumbrance Reports. D. MISCELLANEOUS REAL ESTATE AND TITLE RESEARCH SERVICES(Optional SERVICES) From time to time,the County has a need for miscellaneous real estate and title research services, such as: 1. A need to review just the vesting document ONLY for each property in a group of properties. 2. A need to review all of the vesting documents and mortgages that have been recorded within a particular time frame,within a defined geographic boundary. 3. A need to review all vesting documents and recorded public and County easements for a particular road segment or group of properties. 4. Locating and producing a copy of a vesting document or easement in favor of Collier County that may document the existence of a public right-of-way and that is missing from the County's inventory. Page 5 of 5 Exhibit A—Scope of Services Exhibit B Fee Schedule following this page (pages 1 through ) Page 14 of 15 Fixed Price Professional Service Agreement 2022_Ver.3 Request for Proposal (RFP)#22-7997 "Real Estate Title&Closing Services" EXHIBIT B FEE SCHEDULE Stewart Title Company Item Description Unit Cost of Services Title Commitment(Upon policy issuance,a creditwill be given Flat Rate per to the County in the amount of$50.00 Commitment $400 2 Update ofCommitn�ent within one year from effective date Flat Rate per Update (Endorsement to Initial Commitment) $175 Risk Premiums for Title Insurance(over and above minimum$100 rate set forth in law). Note: Insurance amount will be rounded up to he next multiple of$100 for purposes of all premium calculations 3a $0 to$100,000rea1 property value Per$1,000 $5.75 3b $100,001 to$1,000,000 real property value Per$1,000 $5.00 3c $1,000,001 to$5,000,000 real property value Per$1,000 $2.50 3d $5,000,001 to$10,000,000rea1 property value Per$1,000 $2.25 3e Over$10,000,000rea1 property value Per$1,000 $2.00 4 Real Estate Closing Services Flat Rate Per Closing $500 5 Ownership and Encumbrance Report(optional) Flat Rate per Report NA 6 Miscellaneous Real Estate Title Research Services(optional) Per Hour NA 1 Other Exhibit/Attachment Description: ❑ following this page (pages through ) ❑■ this exhibit is not applicable Page 15of15 Fixed Price Professional Service Agreement 2022_Ver.3 A D• CERTIFICATE OF LIABILITY INSURANCE DATE(MM/DD/YYYY)03/10/2023 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 Marsh USA Inc. PHO PHONE: 2929 Allen Parkway,Suite 2500 (A/C.No.Extl: (A/C,No): Houston,TX 77019 E-MAIL ADDRESS: INSURER(S)AFFORDING COVERAGE NAIC# CN102702886--GAWU-22-23 INSURER A:Great Northern Insurance Company 20303 INSURED INSURER B:Federal Insurance Company 20281 Stewart Information Services Corporation 1360 Post Oak Blvd.,Suite 100,MC#16-4 INSURER C:ACE Fire Underwriters Insurance Company 20702 Houston,TX 77056 INSURER D:ACE American Insurance Company 22667 INSURER E: INSURER F: COVERAGES CERTIFICATE NUMBER: HOU-003995685-02 REVISION NUMBER: 14 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 ADDL SUBR POLICY EFF POLICY EXP TYPE OF INSURANCE INSD WVD POLICY NUMBER (MM/DD/YYYY) (MMIDD/YYYY) LIMITS A X COMMERCIAL GENERAL LIABILITY 3538-85-91 12/31/2022 12/31/2023 EACH OCCURRENCE $ 1,000,000 DAMAGE RETED CLAIMS-MADE X OCCUR PREMISESO(Ea occurrence) $ 1,000,000 MED EXP(Any one person) $ 10,000 PERSONAL&ADVINJURY $ 1,000,000 GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $ 2,000,000 X POLICY JE LOC PRODUCTS-COMP/OP AGG $ Included OTHER: $ AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT $ (Ea accident) ANY AUTO BODILY INJURY(Per person) $ OWNED SCHEDULED BODILY INJURY(Per accident) $ AUTOS ONLY AUTOS HIRED NON-OWNED PROPERTY DAMAGE $ AUTOS ONLY AUTOS ONLY -(Per accident) UMBRELLA LIAB OCCUR EACH OCCURRENCE $ EXCESS LIAB CLAIMS-MADE AGGREGATE $ DED RETENTION$ $ C WORKERS COMPENSATION (23)7177-15-51(OR,GA,WI) 12/31/2022 12/31/2023 X PER OTH- D AND EMPLOYERS'LIABILITY y/N ( ) ( )23 7165-48-21 AOS 12/31/2022 12/31/2023 STATUTE ER ANYPROPRIETOR/PARTNER/EXECUTIVE E.L.EACH ACCIDENT $ 1,000,000 B OFFICER/MEMBER EXCLUDED? N N/A 23 71719829 12/31/2022 12/31/2023 1,000,000 (Mandatory In NH) ( ) A( E.L.DISEASE-EA EMPLOYEE $ 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) Re:Stewart Title Company,3402 W.Cypress Avenue,Tampa,FL 33607. Collier County Board of County Commissioners or Board of County Commissioners in Collier County Or Collier County Government Or Collier County are included as additional insured where required by written contract with respect to General Liability.The General Liability insurance is primary and non-contributory over any existing insurance and limited to liability arising out of the operations of the named insured subject to policy terms and conditions. CERTIFICATE HOLDER CANCELLATION Collier County Board of County SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE Commissioners THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN 3295 Tamiami Trail E. ACCORDANCE WITH THE POLICY PROVISIONS. Naples,FL 34112 AUTHORIZED REPRESENTATIVE ?frean44 Z1.5.r1 ©1988-2016 ACORD CORPORATION. All rights reserved. ACORD 25(2016/03) The ACORD name and logo are registered marks of ACORD A`oRIJ CERTIFICATE OF LIABILITY INSURANCE DATE D/YYYY) 03/10/2023 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 Marsh USA Inc. NAME: FAX 2929 Allen Parkway,Suite 2500 PH E No,Ext): (A/C,No): Houston,TX 77019 E-MAIL ADDRESS: INSURER(S)AFFORDING COVERAGE NAIC#_ CN102702886--Cyber-23-24 INSURER A:Syndicates at Lloyds INSURED INSURER B_ Stewart Information Services Corporation — 1360 Post Oak Blvd.,Suite 100,MC#16-4 INSURER C: Houston,TX 77056 INSURER D: INSURER E: INSURER F: COVERAGES CERTIFICATE NUMBER: HOU-003996105-01 REVISION NUMBER: 3 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. I SUBR POLICY EFF POLICY EXP LTR TYPE OF INSURANCE N W SD VD POLICY NUMBER D/(MM/DD/YYYY) (MM/DYYYY) LIMITS COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE $ CLAIMS-MADE OCCUR DAMAGE TO RENTED PREMISES(Ea occurrence) $ MED EXP(Any one person) $ PERSONAL&ADV INJURY $ GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $ POLICY PRO- JECT LOC PRODUCTS-COMP/OPAGG $ OTHER: $ AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT $ (Ea accident) ANY AUTO BODILY INJURY(Per person) $ OWNED SCHEDULED BODILY INJURY(Per accident) $ AUTOS ONLY AUTOS HIRED NON-OWNED PROPERTY DAMAGE $ AUTOS ONLY AUTOS ONLY (Per accident) UMBRELLA LIAB OCCUR EACH OCCURRENCE $ EXCESS LIAB CLAIMS-MADE AGGREGATE $ DED RETENTION$ $ WORKERS COMPENSATION PER OTH- AND EMPLOYERS'LIABILITY Y/N STATUTE ER ANYPROPRIETOR/PARTNER/EXECUTIVE E.L.EACH ACCIDENT $ OFFICER/MEMBEREXCLUDED? N N/A (Mandatory in NH) E.L.DISEASE-EA EMPLOYEE $ If yes,describe under DESCRIPTION OF OPERATIONS below E.L.DISEASE-POLICY LIMIT $ A Cyber Liability B0509FINPY2350045 01/27/2023 01/27/2024 Per Claim 1,000,000 SIR:$500,000 Aggregate 1,000,000 DESCRIPTION OF OPERATIONS/LOCATIONS/VEHICLES (ACORD 101,Additional Remarks Schedule,may be attached if more space is required) Re:Stewart Title Company,3402 W.Cypress Avenue,Tampa,FL 33607. CERTIFICATE HOLDER CANCELLATION Collier County Board of County SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE Commissioners THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN 3295 Tamiami Trail E. ACCORDANCE WITH THE POLICY PROVISIONS. Naples,FL 34112 AUTHORIZED REPRESENTATIVE :zz'a 4a 24Sr41 �lctc, ©1988-2016 ACORD CORPORATION. All rights reserved. ACORD 25(2016/03) The ACORD name and logo are registered marks of ACORD AGENCY CUSTOMER ID: CN102702886 LOC#: Houston ACCPREP ADDITIONAL REMARKS SCHEDULE Page 2 of 2 AGENCY NAMED INSURED Marsh USA Inc. Stewart Information Services Corporation 1360 Post Oak Blvd.,Suite 100,MC#16-4 POLICY NUMBER Houston,TX 77056 CARRIER NAIC CODE EFFECTIVE DATE: ADDITIONAL REMARKS THIS ADDITIONAL REMARKS FORM IS A SCHEDULE TO ACORD FORM, FORM NUMBER: 25 FORM TITLE: Certificate of Liability Insurance Cyber: Carrier:Syndicates at Lloyd's Policy Number:B0509FINPY2350045 Effective Dates:01/27/2023-01/27/2024 SIR:$500,000 Limit:$1,000,000 ACORD 101 (2008/01) ©2008 ACORD CORPORATION. All rights reserved. The ACORD name and logo are registered marks of ACORD STEWINF-01 TMITAL ACORf7" CERTIFICATE OF LIABILITY INSURANCE DATE{MMDD(YYYY) `•� 3/8/2023 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(les)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 Julio E.Bermudez NAmE: Thompson Flanagan Executive Liability Group PHONE o,Exti:(312)239-2800 I Fax 626 W.Jackson Blvd.5th Floor INC,No); Chicago,IL 60661 E-MAIL RESS:lermudez@thompsonflanagan.com INSURER(S)AFFORDING COVERAGE NAIC fi INSURER A:Lloyds of London 15792 INSURED INSURER B: Stewart Title Company INSURER C 3402 W.Cypress Avenue INSURER D: Tampa,FL 33607 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 ADDL SUBR POLICY NUMBER POLICY EFF POLICY EXP LIMITS LTR INS° WVo (MMIODIYYYYI IMMIDDfYYYYI COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE $ CLAIMS-MADE OCCUR DAMAGE TO RENTED PREMISES(Ea occurrence) $ MED EXP(Any one person) $ PERSONAL&ADV INJURY $ GEN'LAGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE _$ POLICY PELT LOG PRODUCTS-COMP/OP AGG $ OTHER: $ AUTOMOBILECOMBINED SINGLE LIMIT LIABILITY (Ea acddenll S ANY AUTO BODILY INJURY(Per person) $ OWNED SCHEDULED AUTOSOE ONLY _AUUTOpSyyN p BODILY INJURYTy (Per accident) S AIJRTOS ONLY AUTOS OILY (Perr acdrlentip AMACE $ $ UMBRELLA LIAR OCCUR EACH OCCURRENCE $ EXCESS LIAR CLAIMS-MADE AGGREGATE S DED RETENTIONS WORKERS COMPENSATION AND EMPLOYERS'LIABILITY YIN PEREH STATUTE ER ANY FICERR MEMBER EXCLUDED?ECUTIVE N I A E.L.EACH ACCIDENT S (Mandatory In NH) E.L.DISEASE-EA EMPLOYEE S II yes,describe under DESCRIPTION OF OPERATIONS below E.L.DISEASE-POLICY LIMIT $ A Fl Bond W15611220901 7/1/2022 7/112023 Aggregate 1,000,000 A Excess Bond W16610220901 7/112022 7/1/2023 DESCRIPTION OF OPERATIONS i LOCATIONS)VEHICLES(ACORD 101,Additional Remarks Schedule,may be attached If more space is required) CERTIFICATE HOLDER CANCELLATION SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS, AUTHORIZEDTH� ,l! REPRESENTATIVE Collier County Board of County Commissioners [O"4(4; 59kais 3296 Tamiami Trail E. (Naples.FL 34112 ACORD 25(2016/03) ©1988-2015 ACORD CORPORATION. All rights reserved. The ACORD name and logo are registered marks of ACORD A�® CERTIFICATE OF LIABILITY INSURANCE DATE(MM/DD/YYYY) 04/27/2023 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 W Elizondo NAME: Stewart Insurance PHONE (866)798-2827 FAX (713)985-1061 (A/C,No,Ext): (A/C,No): 1360 Post Oak Boulevard E-MAIL stewartinsurance©stewart.corn ADDRESS: Suite 1000 MC 10-2 INSURER(S)AFFORDING COVERAGE NAIC# Houston TX 77056 INSURER A: Underwriters at Lloyds,London INSURED INSURER B: Stewart Title Company-Wholly&Majority Owned Offices INSURER C: STEWART TITLE COMPANY-FLORIDA DIVISION INSURER D: 3402 W CYPRESS AVENUE INSURER E: TAMPA FL 33607 INSURER F: COVERAGES CERTIFICATE NUMBER: CL181814476 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 ADDL SUBR POLICY EFF POLICY EXP LIMITS LTR TYPE OF INSURANCE INS) WVD POLICY NUMBER (MM/DD/YYYY) (MM/DD/YYYY) COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE $ DAMAGE TO RENTED CLAIMS-MADE OCCUR PREMISES(Ea occurrence) $ MED EXP(Any one person) $ PERSONAL&ADV INJURY $ GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $ POLICY PRO- JECT LOC PRODUCTS-COMP/OPAGG $ OTHER. $ AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT $ (Ea accident) ANY AUTO BODILY INJURY(Per person) $ OWNED SCHEDULED BODILY INJURY(Per accident) $ AUTOS ONLY AUTOS HIRED NON-OWNED PROPERTY DAMAGE $ AUTOS ONLY - AUTOS ONLY (Per accident) UMBRELLA LIAB OCCUR EACH OCCURRENCE $ EXCESS LIAB CLAIMS-MADE AGGREGATE $ DED RETENTION $ $ WORKERS COMPENSATION PER OTH- AND EMPLOYERS'LIABILITY Y/N STATUTE ER ANY PROPRIETOR/PARTNER/EXECUTIVE N/A E.L.EACH ACCIDENT $ OFFICER/MEMBER EXCLUDED? (Mandatory in NH) E.L.DISEASE-EA EMPLOYEE $ If yes,describe under DESCRIPTION OF OPERATIONS below E.L.DISEASE-POLICY LIMIT $ Per Claim Limit $1,000,000 Professional Liability/Errors& A Omissions STEO2056-2304 01/26/2023 01/26/2024 Aggregate Limit $1,000,000 DESCRIPTION OF OPERATIONS/LOCATIONS/VEHICLES (ACORD 101,Additional Remarks Schedule,may be attached if more space is required) $10,000 per claim deductible in respect of title agents domiciled in the State of Florida. Contract#22-7997 Review Addendum for Additional Insured Locations CERTIFICATE HOLDER CANCELLATION SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF,NOTICE WILL BE DELIVERED IN Collier County Board Of County Commissioners ACCORDANCE WITH THE POLICY PROVISIONS. 3295 Tamiami Trail East AUTHORIZED REPRESENTATIVE Naples FL 34112 G1//'�` ��, f,7i 7 ©1988-2015 ACORD CORPORATION. All rights reserved. ACORD 25(2016/03) The ACORD name and logo are registered marks of ACORD AGENCY CUSTOMER ID: 00011279 LOC#: ACURD ADDITIONAL REMARKS SCHEDULE Page of AGENCY NAMED INSURED Stewart Insurance Stewart Title Company-Master E&O POLICY NUMBER CARRIER NAIC CODE EFFECTIVE DATE: ADDITIONAL REMARKS THIS ADDITIONAL REMARKS FORM IS A SCHEDULE TO ACORD FORM, FORM NUMBER: 25 FORM TITLE: Certificate of Liability Insurance Additional Insured Locations: 4450 BONITA BEACH ROAD#6,BONITA SPRINGS,FL 34134 101 RIVERFRONT BOULEVARD,SUITE 650,BRADENTON,FL 34205 720 CELEBRATION AVENUE,SUITE 150,CELEBRATION,FL 34747 1428 SUNRISE PLAZA,SUITE 1,CLERMONT,FL 34714 2800 PONCE DE LEON BOULEVARD,SUITE 1110,CORAL GABLES,FL 33134 12800 UNIVERSITY DRIVE,SUITE 360,FORT MYERS,FL 33907 4771 S SUNCOAST BOULEVARD,HOMOSASSA,FL 34446 1201 W EMMETT STREET,KISSIMMEE,FL 34741 4910 N TAMIAMI TRAIL,SUITE 120,NAPLES,FL 34103 1727 E FORT KING STREET,OCALA,FL 34471 10155 W COLONIAL DRIVE,OCOEE,FL 34761 2751 ENTERPRISE ROAD,SUITE 106,ORANGE CITY,FL 32763 496 DELANEY AVENUE,SUITE 408,ORLANDO,FL 32801 150 W MCKENZIE,#113,PUNTA GORDA,FL 33950 1401 BUDINGER AVENUE,ST.CLOUD, FL 34769 5721 4TH STREET N.ST.PETERSBURG,FL 33703 3402 W CYPRESS STREET,TAMPA,FL 33607 603 VILLAGE BOULEVARD,SUITE 102,WEST PALM BEACH,FL 33409 2883 EXECUTIVE PARK DRIVE,SUITE 201 B,WESTON,FL 33331 ACORD 101 (2008/01) © 2008 ACORD CORPORATION. All rights reserved. The ACORD name and logo are registered marks of ACORD AGENCY CUSTOMER ID: LOC#: ACORD ADDITIONAL REMARKS SCHEDULE Page of AGENCY NAMED INSURED Stewart Insurance Stewart Title Company-Wholly&Majority Owned Offices POLICY NUMBER CARRIER NAIC CODE EFFECTIVE DATE: ADDITIONAL REMARKS THIS ADDITIONAL REMARKS FORM IS A SCHEDULE TO ACORD FORM, FORM NUMBER: 25 FORM TITLE: Certificate of Liability Insurance:Remarks Additional Insured Locations: 4450 Bonita Beach Road#6,Bonita Springs,FL 34134 101 Riverfront Boulevard,Suite 650,Bradenton,FL 34205 720 Celebration Avenue,Suite 150,Celebration,FL 34747 1428 Sunrise Plaza Drive,Suite 1,Clermont,FL 34714 2800 Ponce de Leon Boulevard,Suite 1110,Coral Gables,FL 33134 12800 University Drive,Suite 360,Fort Myers,FL 33907 4771 S Suncoast Boulevard,Homosassa,FL 34446 1201 W Emmett Street,Kissimmee,FL 34741 1515 International Parkway,Suite 2001,Lake Mary,FL 32746 11532 Palmbrush Trail,Lakewood Ranch,FL 34202 4910 N Tamiami Trail,Suite 120,Naples,FL 34103 1727 E Fort King Street,Ocala,FL 34471 10155 W Colonial Drive,Ocoee,FL 34761 2751 Enterprise Road,Suite 106,Orange City,FL 32763 496 Delaney Avenue,Suite 408,Orlando,FL 32801 150 W McKenzie,#113,Punta Gorda,FL 33950 1401 BudingerAvenue,St.Cloud,FL 34769 5721 4th Street N,St.Petersburg,FL 33703 2033 Main Street,Suite 200,Sarasota,FL 34237 3402 W Cypress Street,Tampa,FL 33607 3341 Cardinal Drive,Vero Beach,FL 32963 603 Village Blvd,Suite 102,West Palm Beach,FL 33409 2883 Executive Park Drive,Suite 104,Weston,FL 33331 ACORD 101 (2008/01) © 2008 ACORD CORPORATION. All rights reserved. The ACORD name and logo are registered marks of ACORD Policy Number 1 7326-48-68 EN DORSEMENT Named Insured STEWART INFORMATION SERVICES Effective Date: 12/31/2022 12:01 A.M., Standard Time Agent Name MARSH USA INC Agent No. 19931-999 90 DAY NOTICE OF CANCELLATION The Cancellation Provision is deleted in its entirety and replaced by the following wording: 1 . The first Named Insured shown in the Declarations may cancel this policy by mailing or delivering to us advance written notice of cancellation. 2 . We may cancel this policy by mailing or delivering to the first Named Insured written notice of cancellation at least 90 days before the effective date of cancellation if we cancel for any reason. 16-02-0252(Ed. 1-01) C H U B B' Liability Insurance Endorsement Policy Period December 31, 2022 to December 31,2023 Effective Date December 31, 2022 Policy Number 3538-85-91 HOU Insured STEWART INFORMATION SERVICES CORPORATION Name of Company GREAT NORTHERN INSURANCE COMPANY This Endorsement applies to the following forms: GENERAL LIABILITY Under Who Is An Insured,the following provision is added. Who Is An Insured Additional Insured- Persons or organizations shown in the Schedule arc insureds;but they arc insureds only if you arc Scheduled Person obligated pursuant to a contract or agreement to provide them with such insurance as is afforded by Or Organization this policy. However,the person or organization is an insured only: • if and then only to the extent the person or organization is described in the Schedule; • to the extent such contract or agreement requires the person or organization to be afforded status as an insured; • for activities that did not occur,in whole or in part,before the execution of the contract or agreement;and • with respect to damages,loss,cost or expense for injury or damage to which this insurance applies. No person or organization is an insured under this provision: • that is more specifically identified under any other provision of the Who Is An Insured section(regardless of any limitation applicable thereto). • with respect to any assumption of liability(of another person or organization)by them in a contract or agreement.This limitation does not apply to the liability for damages,loss,cost or expense for injury or damage,to which this insurance applies,that the person or organization would have in the absence of such contract or agreement. Liability Insurance Additional Insured-Scheduled Person Or Organization continued Form 80-02-2367(Rev.5-07) Endorsement Page I CHUBB' Liability Endorsement (continued) Under Conditions,the following provision is added to the condition titled Other Insurance. Conditions Other Insurance- If you are obligated,pursuant to a contract or agreement,to provide the person or organization Primary, Noncontributory shown in the Schedule with primary insurance such as is afforded by this policy,then in such case Insurance-Scheduled this insurance is primary and we will not seek contribution from insurance available to such person Person Or Organization or organization. Schedule ANY PERSON OR ORGANIZATION THAT THE INSURED CONTRACTUALLY COMMITS TO PRIOR TO A LOSS OR OCCURRENCE. All other terms and conditions remain unchanged. Authorized Representative � Sj \ '' i Liability Insurance Additional Insured-Scheduled Person Or Organization last page Form 80-02-2367(Rev.5-07) Endorsement Page 2 C H U B B Policy Conditions Endorsement December 31.2022 to December 31,2023 Policy Period Effective Date December 31,2022 Policy Number 3538-85-91 HOU Insured STEWART INFORMATION SERVICES CORPORATION Name of Company GREAT NORTHERN INSURANCE COMPANY sttsmw.ssssx zttss^srs:;a..........::xaxxnhvw`hm:�:......„a:rs«:�a....:ttssrs:rxx;mmttxarxi ss:sxsua:ruxx;�>u:ram xsh ww::x.+�;x:x:xttmx:xs:nxxo;xn This Endorsement applies to the following forms: COMMON POLICY CONDITIONS nwmaxu Under Conditions,the following condition is added. Conditions Notice Of Cancellation When we cancel this policy for any reason,other than non-payment of premium,we will notify To Scheduled Persons person(s)or organization(s)shown in the Schedule at least 30 days in advance of the cancellation Or Organizations When date. We Cancel ANY FAILURE BY US TO NOTIFY SUCH PERSON(S)OR ORGANIZA'TION(S)WILL NOT: • IMPOSE ANY LIABILITY OR OBLIGATION OF ANY KIND UPON US;OR • INVALIDATE SUCH CANCELLATION. :i>yitiA9fiiiifi5iivhJ:'£flAYi:E'd:N>?ikLi:kx%`iSkkkeUx>Ya'.L'&>...ttttMxia.u»<:.ni»i>SXV:fSxi:Yif:#<Siii#.xiS?Si#?fiiiHikY:YiiK.iii<S[A'6iiXxgiN.X'FwFkit%i.?it+ikkixx?x:tikUY3?iY<»tiA`tU.Nk:>i%x>.Y<i%Y.kxitki:,tifY.ii.��Sfif539fi'bfiiix5'�'fii?f.':::YK45ifiSiiiiYih .'<.<:,fiics;V,l<:iti?t>).ikMFx:d'<kxiiiEY<ikENNi?N232E Schedule If you are obligated,pursuant to a written contract or agreement,to provide person(s)or organization(s)with notice of cancellation,then we will notify such person(s)or organization(s) provided that within 15 days of the date we send notice of cancellation to the first named insured, the first named insured or producer of record provides us with a spreadsheet containing the name, mailing address and,if available,e-mail address of the person(s)or organization(s). All other terms and conditions remain unchanged. Notice Of Cancellation To Scheduled Persons Or Organizations Policy Conditions (Except Non-Payment Of Premium)-Texas continued Form 80-02-9791(Ed.4-13) Endorsement Page 1 Conditions (continued) Authorized Representative Q. Notice Of Cancellation To Scheduled Persons Or Organizations Policy Conditions (Except Non-Payment Of Premium)-Texas last page Form 80-02-9791(Ed.4-13) Endorsement Pape 2 C H U B B° Liability Insurance Endorsement Policy Period December 31,2022 to December 3I, 2023 Effective Date December 31,2022 Policy Number 3538-85-91 HOU Insured STEWART INFORMATION SERVICES CORPORATION Name of Company GREAT NORTHERN INSURANCE COMPANY This Endorsement applies to the following forms: GENERAL LIABILITY EMPLOYEE BENEFITS ERRORS OR OMISSIONS STOP GAP STOP GAP-OHIO WEIRMEFtUlktl URKENNkHtttEUlNW VEWIRNAUB aHWLHkUUM4ktl ittlitlkiflfk S)DAtl ),Y,5,.`ilebiMq,WMMORMA y,....--- - - ,•ty) yt)�It(aMit SN/155Hf#USffIfIMMI➢ISS111f11S1f1S Under Conditions,the following provision is added to the condition titled Other Insurance. Conditions Other Insurance- If you are obligated.pursuant to a written contract or agreement.to provide the person or Primary, Noncontributory organization described in the Schedule(that is also included in the Who Is An Insured section of this btsuranue -Scheduled contract)with primary insurance such as is afforded by this policy.then this insurance is primary and Person Or Organization we will not seek contribution from insurance available to such person or organization. ititMititiMatiatittiReditt.ditittiMi Schedule AS REQUIRED BY WRITTEN CONTRACT. All other terms and conditions remain unchanged. Authorized Representative Liability Insurance Conditions-Other Insurance-Primary,Noncontributory Insurance-Scheduled Person Or Organization last page Form 80-02-2653(Rev.7-09) Endorsement Pape 1 Wor!cers'Compensation and Employers'Liability Policy Named Insured Endorsement Number STEVVART INFORMATION SERVICES CORPORATION 1360 POST OAK BLVD.,STE 100 Policy Number MC#16-4 Symbol: WLR Number. (23)7165-48-21 Policy Period Effective Date of Endorsement 12/31/2022 to 12/31/2023 12/31/2022 Issued By(Name of Insurance Company) ACE AMERICAN INSURANCE COMPANY Insert the policy number.The remainder of the information is too be completed only when this endorsement is issued subsequent to the preparation of the policy. This endorsement changes the policy to which it is attached and is effective on the date issued unless otherwise stated. EARLIER NOTICE OF CANCELLATION AND NON-RENEWAL ENDORSEMENT Paragraphs A. and B. below apply to all States shown in item 3.A. of the Information Page except as indicated below. A. EARLIER NOTICE OF CANCELLATION For any statutorily permitted reason, other than nonpayment of premium, the minimum number of days required for notice of cancellation as provided in either the Cancellation Condition of the policy or as amended by any applicable state cancellation endorsement is increased to 90 days. If the state cancellation endorsement provides for more than the number of days notice of cancellation shown above, this provision does not apply. B. EARLIER NOTICE OF NON-RENEWAL If we decide not to renew this policy for any reason other than non payment of premium,the minimum number of days for notice of non-renewal as provided by any applicable state non-renewal endorsement is increased to 90 days. If the state non-renewal endorsement provides for more than the number of days notice of non-renewal shown above, this provision does not apply. State Exceptions ARIZONA Not applicable-Paragraph A NEW JERSEY Not applicable WISCONSIN Not applicable CALIFORNIA Not applicable Authorized Agent CKE-10290(3/01)Ptd.in U.SA WC 99 06 97