#09-5185 (Stewart Title)
A G R E E MEN T 09-5185
for
Preparation & Delivery of Title Commitments and Real Estate Closing Services
THIS AGREEMENT, made and entered into on this 14th day of April 2009, by and between
Stewart Title Company-Naples, authorized to do business in the State of Florida, whose
business address is 3936 North Tamiami Trail, Suite A, Naples, Florida 34103, hereinafter
called the "Contractor'! and Collier County, a political subdivision of the State of Florida,
Collier County, Naples, hereinafter called the "County":
WIT N E SSE T H:
1. COMMENCEMENT. The Agreement shall commence upon issuance of a Purchase
Order and a Notice to Proceed. The Company shall not begin work on any assignment
unless a Notice to Proceed with that particular assignment has been issued by the
County. Notices to Proceed with all new assignments shall be in writing. Facsimile
transmissions shall be deemed to fulfill this requirement. Requests for updates and
endorsements may be made verbally.
In accordance with Bid 09-5185 "Preparation and Delivery of Title Commitments and
Real Estate Closing Services", Contractor shall provide a written fee proposal to the
County for each service, in accordance with the bid submitted, herein referenced as
Exhibit B and hereinafter "Work", to be performed under this Agreement. Upon
approval by the Contract Manager,a Purchase Order and a Notice to Proceed shall be
issuedfor the service as specified in the proposal. The Contractor shall then provide the
specified service to the County. The Agreement shall be for a one (1) year period,
effective on the date the Agreement is approved by the Board of County
Commissioners.
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 three
(3) additional one (1) year periods. The County shall give the Contractor written notice
of the County's intention to extend the Agreement term not less than ten (10) days prior
to the end of the Agreement term then in effect.
2. STATEMENT OF WORK. The Contractor shall provide preparation and delivery of
title commitments and real estate closing services in accordance with the terms and
conditions of Bid #09-5185, Exhibit" A" Specifications, Exhibit '~B" Bid Response, and
the Contractor's bid proposal referred to herein and made an integral part of this
agreement. This Agreement contains the entire understanding between the parties and
any modifications to this Agreement shall be mutually agreed upon in writing by the
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Contractor and the County Contract Manager or his designee, in compliance with the
County Purchasing Policy and Administrative Procedures in effect at the time such
services are authorized.
3. COMPENSATION: The County shall pay the Contractor for the performance of this
Agreement upon completion or partial completion of the work as accepted and approved
by the County Contract Manager or his designee pursuant to the fees as set forth in the
Bid Response, included in this agreement by reference, together with the Travel and
Reimbursable Expenses as defined in this agreement. Payments shall be made to the
Contractor within (30) days of receipt of an "original" invoice, unless the provisions of
this Agreement governing Completion/ Correction of Assignments, are exercised by the
County.
Reimbursement rates as provided in Section 112.061, Florida Statutes, currently:
Mileage: $ .445 per mile
Breakfast: $ 6.00
Lunch: $ 11.00
Dinner: $19.00
Airfare: Actual ticket cost of Coach fare
Rental car: Actual rental cost of midsize or smaller car
Lodging: Actual cost of reasonable lodging at single occupancy rate
Parking: Actual cost of parking
4. COMPLETION/CORRECTION OF ASSIGNMENTS. Should the completion of
assignments and/ or services provided by the Company be found unacceptable as to
quality and/ or completeness, on the basis of common and customary standards for such
services, as may be found in the community, or governed by law, or regulated by
standards or professional practice, the County shall have the sole discretion to take any
one or a combination of the following measures:
a. Require the Company to complete the assignment(s) forthwith at the Agreement
rate, if payment for such assignment(s) has not yet been made. In the event that the
County has already made payment to the Company for completion of the
assignment(s), the County may require the Company to complete the assignment
forthwith at the expense of the Company.
b. Require the Company to correct or revise the work product(s) forthwith at the
Agreement rate, if payment for such assignment(s) has not yet been made. In the
event that the County has already made payment to the Company for the work
product(s), the County may require the Company to correct or revise the work
product(s) forthwith at the expense of the Company.
c. Complete the assignment(s), and/or revise/correct the work product(s) using
County forces or other Agreements, and bill the Company as follows:
(1) In the event the County has already paid for the completion of the assignment,
the County shall charge the' Company either the Agreement rate to complete the
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assignment utilizing the County forces, or the rate charged by another title
company engaged by the County to complete the assignment.
(2) In the event the County has already paid for the work product, the County
shall charge the Company either the Agreement rate to revise/correct the work
product utilizing the County forces, or the rate charged by another title company
engaged by the County to revise or correct the work product.
5. DEDUCTIONS FOR NON-PERFORMANCE. It is acknowledged that time is of the
essence, The County reserves the right to deduct portions of the (monthly) invoiced
amount for items not completed within the expressed time frame. These funds would be
forfeited by the Contractor. and that the following schedule shall govern the deduction
for late performance:
(a) In the event that the services are not completed and submitted to County in
accordance with the due date as set forth in a County Purchase Order; then County at
its discretion may reduce the fee payable to Contractor by seven percent (7%) for each
week, or portion thereof, for every week the services are past due; or
(b) In the event that circumstances beyond the control of Contractor cause completion
of the services to be delayed beyond the due date as set forth in a County Purchase
Order, and prior to said due date there is a mutual understanding between the parties
to this Agreement that such delays were beyond the control of Contractor, County
may issue an written extension of the due date without penalty deduction. Said
extension shall cite the reason for delay in completion of the appraisal report and shall
set a new due date for submission of the report. Deductions as described above shall
apply to the revised due date.
6. 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.
7. CONTRACT ADMINISTRATION. The Transportation Right of Way Acquisition
Manager or the Manager's designee (hereinafter referred to as "Contract Manager"),
shall be responsible for ensuring performance under the terms and conditions of this
Agreement.
8. MEETINGS. Contractor shall meet with the Contract Manager to discuss the Work at a
time(s) and place(s) of meeting(s) which shall be established by mutual agreement of the
parties to this Agreement.
9. QUALITY REVIEW. Determination and judgment as to the quality/acceptability of the
services provided by the Company shall be the sole province and responsibility of the
County .
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10. UNLAWFUL SOLICITATION AND ASSIGNMENT OF AGREEMENT. By the
execution of this Agreement, Contractor warrants that it has not employed, retained,
paid, or agreed to pay, any company or person, other than a bona fide employee, to
solicit or secure this Agreement contingent upon, or resulting from, the award or
making of this Agreement. Contractor further warrants that no part of the total of the
fees payable under the terms of this Agreement shall be pa,id directly or indirectly to
any employee of the County as wages, compensation, or gift in exchange for acting as
officer agent, employee, subcontractor, or consultant to the Contractor in connection
with any appraisal work performed or contemplated under the terms of this Agreement,
without prior County approval. Contractor further warrants that there shall be no
transfer or assignment of any part of this Agreement, except by the written approval of
the Contract Manager. For breach or violation of this warranty County shall have the
right to terminate this Agreement immediately without financial obligation, or to
pursue any other available remedies.
11. NOTICES. All notices from the County to the Contractor shall be deemed duly served
if mailed or faxed to the Contractor at the following Address:
Betty Huff, Division President
Stewart Title Company-Naples
3936 N. Tamiami Trail, Suite A
Naples, FL 34103
Phone: 239-262-2163; Fax: 239-262-7904
All Notices from the Contractor to the County shall be deemed duly served if mailed or
faxed to the County to:
Collier County Government Center
Purchasing Department - Purchasing Building
3301 Tamiami Trail, East
Naples, Florida 34112
Attention: Steve Carnell, Purchasing/ GS Director
Telephone: 239-252-8371
Facsimile: 239-252-6584
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.
12. 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.
13. 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. Payment
for all such permits issued by the County shall be processed internally by the County.
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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.
14. 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 this Agreement. 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.
15. 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 immediately for cause; further the County may terminate this
Agreement for convenience with a thirty (30) day written notice. The County shall be
sole judge of non-performance.
16. NO DISCRIMINATION. The Contractor agrees that there shall be no discrimination as
to race, sex, color, creed or national origin.
17. INSURANCE. The Contractor shall provide insurance as follows:
A. Commercial General Liability: Coverage shall have minimum limits of $1,000,000
Per Occurrence, Combined Single Limit for Bodily Injury Liability and Property
Damage Liability. This shall include Premises and Operations; Independent
Contractors; Products and Completed Operations and Contractual Liability.
B. Business Auto Liability: Coverage shall have minimum limits of $500,000 Per
Occurrence, Combined Single Limit for Bodily Injury Liability and Property
Damage Liability. This shall include: Owned Vehicles, Hired and Non-Owned
Vehicles and Employee Non-Ownership.
C. Workers' Compensation: Insurance covering all employees meeting Statutory
Limits in. compliance with the applicable state and federal laws.
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The coverage must include Employers' Liability with a minimum limit of $500,000 .
for each accident.
D. Professional Liability Insurance: Professional Liability Insurance shall be
maintained by the Contractor to insure its legal liability for claims arising out of
the performance of professional services under this Agreement. Contractor
waives its right of recovery against the County as to any claims under this
insurance. Such insurance shall have limits of not less than $1,000,000 per
occurrence.
Special Requirements: Collier County shall be listed as the Certificate Holder and
included as an Additional Insured on the' Comprehensive General Liability
Policy.
Current, valid insurance policies meeting the requirement herein identified shall
be maintained by Contractor during the duration of this Agreement. Renewal
certificates shall be sent to the County thirty (30) days prior to any expiration date.
There shall be a thirty (30) day notification to the County in the event of
cancellation or modification of any stipulated insurance coverage.
Contractor shall insure that all subconsultants or subcontractors comply with the
same insurance requirements that he is required to meet. The same Contractor
shall provide County with certificates of insurance meeting the required insurance
provisions.
18. INDEMNIFICATION. To the maximum extent permitted by Florida law, the
Contractor shall 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, 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.
19. INVOICING. Contractor shall submit a separate "original" bill or invoice for services
rendered (or for policies issued and premiums due) along with each billable work
product delivered to the County. Each Invoice must contain the County Project and
Parcel Number in addition to the Title Commitment, or Title Policy Number. The
Company's invoices must comply with the fees and rates as set forth on the "Contract
Proposal" attached hereto and incorporated herein.
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20. 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.
21. COMPONENT PARTS OF THIS AGREEMENT. This Agreement consists of the
attached component parts, all of which are as fully a part of the Agreement as if herein
set out verbatim: Contractor's Proposal, Insurance Certificate, Bid#09-5185 Terms,
Conditions and Specifications.
22. 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.
23. 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, 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 contract held by the individual and/ or firm for cause.
24. IMMIGRATION LAW COMPLIANCE. By executing and entering into this agreement,
the Contractor is formally acknowledging without exception or stipulation that it is fully
responsible for complying with the provisions of the Immigration Reform and Control
Act of 1986 as located at 8 D.S.C. 1324, et seq. and regulations relating thereto, as either
may be amended. 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.
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.
26. OFFER EXTENDED TO OTHER GOVERNMENTAL ENTITIES. Collier County
encourages and agrees to the successful proposer extending the pricin& terms and
conditions of this solicitation or resultant Agreement to other governmental entities at
the discretion of the successful proposer.
27. 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. .
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28. ADDITIONAL ITEMS/SERVICES. Additional items and/ or services may be added to
this Agreement upon satisfactory negotiation of price by the Contract Manager and
Contractor.
29. 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
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.
,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.
30. KEY PERSONNEl/PROTECT STAFFING: The Contractor's personnel and
management to be utilized for this project shall be knowledgeable in their areas of
expertise. The County reserves the right to perform investigations as may be deemed
necessary to insure that competent persons will be utilized in the performance of the
Agreement. Selected firm shall assign as many people as necessary to complete the
Work on a timely basis, and each person assigned shall be available for an amount of
time adequate to meet the dates set forth in the Purchase Order. Firm shall not change
Key Personnel unless the following conditions are met: (1) Proposed replacements have
substantially the same or better qualifications and/ or experience. (2) The County is
notified in writing as far in advance as possible. Firm shall make commercially
reasonable efforts to notify Collier County within seven (7) days of the change. The
County retains final approval of proposed replacement personnel.
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IN WITNESS WHEREOF, the Contractor and the County, have each, respectively, by an
authorized person or agent, hereunder set their hands and seals on the date and year first above
written.
ATTEST:,
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Approved as to form and
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AssIstant County Attorney
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Print Name
Page 9 of 16
..
By:
Donna
Stewart Title Company-Naples
c{; . ......'" (
BY::~~~ elw") ,
stewart Morris, Jr. fpresident and CEO
Typed signature and title
EXHIBIT A
SPECIFICATIONS
These specifications are intended to provide the information by which prospective bidders
may understand the requirements of Collier County relative to Preparation and Delivery of
Title Commitments, issuance of Title Policies, and Real Estate Closing Services.
Title Commitments and Title Policies:
Unlike the manner in which title commitments are normally ordered, Collier County
(County) usually does not find the property it needs already listed for sale by its current
owner. For each major land rights acquisition project (utility mains, roadway expansions,
etc.), the County must contact the record title holders of the property and inform them as to
how much of their property is sought for the construction of the contemplated
improvements.
Step One in the County's acquisition process is the preparation of legal descriptions of
parcels of land or easements which the engineers and surveyors have determined are
necessary in order to construct the proposed improvements. Once these legal descriptions
are received by the acquisition department, copies are supplied to the real estate appraiser(s)
selected for the projectj and at the same time, they are supplied to the title company(s)
selected for the project. For this reason, the dollar value of the property is not yet known at
the time the commitment order is placed. Proposed policy values, therefore, are usually
"TBD" (To Be Determined).
In addition, the County rarely purchases entire subdivided lots in platted subdivisions. The
greatest volume of work will be in support of roadway expansion projects, where strips of
land from the frontage of properties must be acquired to expand the right-of-way corridor.
Also, because the County rarely finds just these 1/ strip takings" already listed for sale, our
purchase negotiations take far longer than the average real estate transaction. It can often be
ten (10) or twelve (12) months, or longer, between the time that the County first places an
order for a title commitment and the time that the County closes on the purchase of the
property and orders a title policy.
Because the County must order its title commitments in advance of reaching an agreement in
order to ensure the County is, in fact, negotiating with the persons and/ or companies with
the lawful authority to selt the County does not know at that time whether or not the County
will be able to close the transaction. When the asking price of the property simply cannot be
justified in the public interest, the County may change the design and consider locating its
improvements elsewhere. When this happens, or when the County condemns property,
there will be no order for a title policy. Condemnation also becomes inevitable when the
project schedule does not allow enough time to resolve a complex title problem, such as the
need for an estate to go through probate before the land can be disposed of through a typical
real estate closing.
Page 10 of16
While the County occasionally requires a title commitment on a single property, more than
likely, the County will be involved in a major public works project which affects many
properties at the same time. For this reason, title commitments are often ordered in numbers
(sometimes as many as twenty (20) to forty (40) at once). This is why the specifications for
Preparation and Delivery of Title Commitments address the staggered delivery of title
commitments where large numbers are ordered at once (See paragraph 11 below).
Real Estate Closing Services:
Collier County desires to receive fixed-rate bids on the actual preparation of the legal
instruments necessary to comply with the Schedule B-1 "Requirements" portion of the title
commitment, and for those services required to obtain the proper execution of all necessary
instruments including, but not limited to, conveyance instruments, releases, subordinations,
affidavits, requests for estoppels, special assessments, tax proration's, and the preparation of
closing statements required to close the real estate transaction and issue the title policy.
The actual offer letters and official notices will be sent to the property owners by County
staff; all negotiations will be conducted by County staff; and the preparation of all purchase
agreements or easement agreements will be drafted by County staff. Upon the bilateral
execution of a purchase agreement or easement agreement by the owner and County, the file
may be turned over to the title company to close the transaction.
Title Commitment Preparation.
1. Unless a prior title insurance policy is obtained, title Commitments must be based on no
less than a 30-year search and are to be prepared as follows:
a. Schedule /I 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
in the event a title policy is to be purchased. Requirements should be listed in reverse
chronological order, beginning with the particular instrument which must be executed
by the current title holder in order to vest that particular real property interest with
the County; and
c. Schedule "B-2" must list only those easements and other exceptions to which any title
policy would be subject (see Paragraph 3). These must be listed in reverse
chronological order.
2. In addition to the title commitments issued pending a fee simple acquisition, Company
shall provide title commitments for easement acquisition, and shall NOT, in such cases,
require the execution of a warranty deed, but shall instead itemize as a requirement the
recording of an easement for the purpose(s) specified in the County's NOTICE TO
PROCEED.
3. The County may request Company to issue a title commitment for the entire parent tract,
or for only a portion of the parent tract. In the case of the latter, Schedule B-II shall list
only those exceptions applicable to the subject parcel (and shall not include those
Page 11 of 16
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exceptions applicable to the remainder of the parent tract). County will provide
Company with a legal description of the subject parcel simultaneously with the Notice to
Proceed.
4. All title commitments issued by Company to County must contain verification that
Company has checked the names of alll/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). If Company's search discloses a "match," the commitment must
include, in Schedule B-1, a statement that a match against the SDN list was found.
5. At the request of County, Company shall issue an endorsement or update of a title
commitment; and upon County's compliance with the requirements as set forth in
Schedule "B_1" and payment of the risk premium at the contract rate, Company shall
issue County a title policy for levels of coverage equivalent to the values of the interest in
real property sought by County.
6. Reissue credit will be given toward the cost of County's title policy whenever possible.
Therefore, Company shall make every reasonable effort to ascertain whether a previous
policy exists and secure a copy of any prior policies for which reissue credit can be given.
7. "Owner's Amount" (property value) shall state, "TO BE DETERMINED" upon the initial
issuance of the title commitment. Unlike typical real estate purchasers, the County often
seeks title information long before the valuation of the interest to be acquired is complete.
8. In addition to the terms and conditions governing invoicing contained in Paragraph 3 of
the Annual Agreement for Title Commitments, all invoices, bills and/ or statements must
specify the exact service performed, Le., issuance of title commitment, issuance of title
policy, etc. All invoices submitted for payment must be originals on Company letterhead;
must list Company as "payee"; and must reference the PO number, Project Number and
Parcel number provided to Company by County. Copies of invoices and invoices from
entities other than the Company under annual contract with the County will not be paid.
9 County shall pay no penalty, fee or other charge for failure to order a title policy or utilize
the closing services of 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 state and federal tax liens, ad valorem tax deficiencies, mechanic's and
materialmen's liens, mortgages and financing statements, judgments, lis pendens,
contracts for deed, recorded leases, easements and any and all covenants and restrictions
of record affecting the real property sought by the County. (Copies of encumbrances that
affect the parent tract but which do not affect the subject parcels being acquired by
County are not to be included.)
Page 12 of 16
Where the portion of property sought by the County is part of the common elements of
any homeowner's association, property owner's association or civic association, 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.
Where the portion of the real property sought by County is part of the common elements
of a condominium, Company shall include with the title commitment a copy of the.
declaration of condominium and any amendments thereto. Recognizing that these
association documents can be quite voluminous, Company shall contact County if there is
doubt as to whether said copies are necessary.
Copies of instruments should be attached to the title commitment in the same reverse
chronological order as listed in Schedules "B_1" and "B-2". After the copy of the
instrument that evidences the current record title holder, there should be attached in
reverse chronological order copies of all those instruments listed in Schedule liB-I",
followed by all of those instruments listed in Schedule "B-2" in reverse chronological
order.
11. Delivery of the title commitments shall be in accordance with the schedule below, where
II delivery schedule" constitutes the total number of business days lapsing between
issuance of Notice to Proceed by County and delivery by company of completed title
commitments.
Number a/Title
Commitments Ordered Delivery Schedule **
1 to 3 6 Business Days
4 to 6 10 Business Days
7 to 12 15 Business Days
13 to 25 20 Business Days
26 to 35 25 Business Days
Over 35 To be negotiated
Update 6 Business Days
**This delivery schedule shall govern unless an alternate schedule is submitted with Bid.
12. 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 B-1 requirement. 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 B-
I requirement.
Page 13 of 16
15. 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. Company shall provide the Property Appraiser's folio number for the parent tract from
which County seeks an interest in real property. Ad Valorem taxes, both current and
delinquent, if any, shall be itemized in the title commitment.
17. Initial orders for title commitments shall be in writing either on County letterhead, fax
transmittal form or emaiL and must include the name of the County employee placing the
order. Updates and endorsements may be ordered by phone.
18. Company will immediately notify 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.
Real Estate Closing Services: Company will be provided electronic copies in Microsoft
WORD format of the County's format instruments which have been approved by the Office
of the County Attorney.
Upon reaching an agreement with the Property Owner, and obtaining the execution of same
by the Chairman of the Board of County Commissioners, the parcel file can be turned over to
the Title Company for the preparation of legal instruments and the assemblage of all releases,
subordinations, estoppels, proration's and other required documents. The Right-of-Way
office will forward an email to Company with an attached "Request for Closing Services"
and fully executed copy of the Agreement, together with any" specific" instructions that may
be required. Company will work with the property owners to set a timely closing date.
Company must email the closing statement to the Property Specialist for. review and
approval. Within four (4) weeks following County's approval of the Closing Statement,
County will provide Company all funds required to Close.
When conducting real estate closing services for the County, 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 County (The
percentage of available reissue credit giv~n for "partial acquisitions" will directly correspond
with percentages of the insured property being conveyed to County). Company shall record
the appropriate documents in the public records and notify the Property Specialist that the
closing has occurred. Copies of all executed closing documents, including any B-1
requirements, will be provided to County.
In order to comply with both the purchasing policy of County and requirements of most title
underwriters, Company will email to County a "pdf" fQl2.X of the original title policy
simultaneously with submission of the original invoice for services. Company will then
deliver the original executed title policy immediately upon receipt of payment from County.
Page 14 of16
(As an alternative, Company can deliver the original title policy simultaneously with
submission of the original invoice for services)
END OF EXHIBIT A
Page 15 of 16
EXHIBIT B
'BID RESPONSE
, BID# 09~5185
Bid Response Form is ele;ctronic. Please input your prices online.
The Bidder proposes and agrees, if this Bid is accepted, to contract with t~e County to
furnish work in fuIl, in complete accordance with the attached specifications, according
to the following unit prices: .
$ 375.00
(flat rate)
$ 100.00
(fla~ rate)
Risk Premiums for Title Insurance (Over & above minimum $100 rate set forth in
law) (Note: Insurance amounts will be rounded up to the next multiple of $1 00 for
purposes ,of all premium calcula~ons) ,
,$ o to $ 100,000 real pr<?perty value $ 5.75 1$1,000
$ 100,001 to $ 1,000,000 real. property value $ 5 00 1$1,000
$1,000,001 to $ 5,000,000 real property value $ 2.50 1$1,000
$~,OOO,001 to $10,000,000 real property value $ 2.25 1$1,000
Over $10,000,000 real property value, $ 2.00 1$1,000
Real Estate Closing Services $350.00 per Parcel
Note: If you. choose to bid m'anually, please submit an ORIGINAL and ONE COpy
of your bid response pages. The undersigned agrees that should this Bid be
accepted, to execute a formal con~r?ct, jf required, and present the formal contract to
the County Purcha$ing Director for:: approval within fifteen (15) days after being notified'
of an award. ' ,
Page 16 of 16
--~--'~-'-'~"'-, .-.--'...._._~._..-...._..._--_._-.--
........_u..__.__....._.
Jul. 1, 2009 5:36PM
-----..
MIDWEST TITLE
No, 6490
p,
ACORD- CERTIFICATE OF LIABiliTY INSURANCE r CA~ (I\lMlCOIYYYV)
~ 7/1/2nnQ
PRODUCER John L. Wortham & Son, L.P. THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION
ONLY AND CONFERS NO RIGHTS UPOIII THE CERTlFICATE
2727 Allen Parkwgr HOLDER. THIS CeRTlFICATE DOES NOT AMEND, ExTENO OR
Houston, TX n01 ALTER THE COVERAGE A~FORDED BY THE POLICIES BELOW.
713.526--3366 INSURERS AFFORDING COVERAGE NAIC#
WNW.worthamin$urance .com
INSUItl!O Stewart Title Company - Naples Division INSURER A; Fade,.., I In""ran"'" Cnm"'anv
3936 N. Tamiami Trail, Suite A INSURER e;
Naples FL 34103 INSURER c:
INSURER 0:
I INSU~I\ E:
COVERAGES
THe POLICIES OF INSURANce I.ISIED BELOW HAVE BEEN IssueD fO THE INSURED NAMED ABOVE FOR THE POUCY PElitlOO INDICATIm. NO'1WlTHST ANDING
AN'( REOUIRE:MENT, TERM OR CONDITION OF ANY CONTAACT OR OTHER OOCUMeNT WITH RE:SPECT To WHICH THIs CEF!.TI~ICATE MAY BE rSSUI:D OR
MAY PE;F!TAtN. THE; INSURANCE AFFORD EO BY 1I-iE POLICIES DESCRIElE!D HEREIN IS SU6JECT TO AU. THl:! IERMS. EXCLUSIONS ANO CONOITIONS OF SUCH
POLICIES. AGGREGATE UMITS SHO\1\lN MAY HAW: BEEN Fl.I::OUCEO FsV F'AID CLAIMS.
J~ ~:~ POLICY NUMBER "OLICYE"~ pougy EXPlJ!AtrOlII LIMlT$
A ~ERA~ LlABILITV EACH OCCIJRRENCE S 1 000 000
~L"C:rl45RClAl I,;ENERI\L WAeILITV 35388591 12/31/2008 12/31/2009 PRS'G;;'io~ 'i'Ea~.~~ce' l 1 .000 000
f----. CLAIMlO MAtlE 0 OCCUR MEC EXP IArN ena ""~\ S 10000
~ P5RSONAl & AD'; INJURV S 1 000 000
Glillll1RA!. AGG~E1I3Al'E S 10000000
r71'I.AG~n UMIT nS PER; PROOlJC'rS . COMF'/OP AGG $ Included
./ F'Ol.lev ~Ll,9.;: I.OC
A ~!.lOelLE UABlLn"Y' COM9lNED SINGI.E; UMIT
[2 AN"t' A\ITO 73264868 (OS) 12/31/2008 12/31/2009 (E8.~t) s 1.000 000
'- AI.I. OWNED AIJTOS 73264866 filA} BOOII. Y INJURV
S
SCHE10uLED AIJfOS (Pal j)flon)
I-
- HI~E10 AUTOS Booll. Y INJURY
NOi'<aOWNED AViOs (Per ~cddotlll $
'--
PROPeRTY OAMAI,;E $
(par accident)
RRAGE LJAllrLITV AlITO ONI. Y .. ffA ACCI(;lENT S
ANY AUTO OTMER THAN EAACC S
i AlITO ONLYl AGG S
EXCW/ UM8RaLA LJABILITV ~CH OCCIJRRENCE 5
O'OCCUR 0 ClAIMS.MAOE AGGREGA'l"5 $
5
==i OEOUCTIBLE $
R~III"I"JON 5 S
A WORKERs COMPENSA'l'ION 716~21 12/31/2008 12/31/2009 ./ 'JYi<. STil'f.'t-1 l~
AND EIiIPLOYERS'I.IA8IUTY YfN
AN'( PROPI'I:I"'O~AR'!'NERiEXECttI'IIIe 0 E.L. EIIOH ACCIDlilllT S 1 Don 000
OFFICERlMEMBIlR EXCLUOED1 N E.L OISEilSE.1:.6. liMF'I.OYJ;:~ S 1 000.000
(ftIlnllltuty In NH)
~reM!~~~i$~grNS ~Iow li.L.. OISEASe - POUCV LIMIT s 1 000 000
OTHE~
DESCRlf"l'JON OF OI'l!!~llONS I LOCATIOIiIS / VEIiICLES I El(CLUSIONS ADeIlD BY ENOORSEMIlN't I lI"EClAL PIlOVlSION$
Products-CompfOp Agg. Included In Gl:ll'leral AgO. /1 Re; SIewert TrtJlI Company _ Naples Division. 3936
N. Tamlal'l'li Trail, Suite A. Naples. A 34103; Contract #09-5185 Preparation & Delivery of Tille Commitments and Real
Estate CIO$ing Services / Generall.iability Policy InCludes Collier County. Its Officers And !::;mploy&Q$ As An Additional
~n:~~ ::;~ Required By Written Contract ~~?nIY,:'::~thT~espeot To Liability Arising Out Of Operatior'1S Performed
m r Prpmi au R"'n y;....
CERTI~ICATE HOLDER
CANCELLATION
SHOULD ANYOFTHE AIilOVE De$C:FlIBED POUCIES BSCANCIaLI;D SIiFORETIiE EXPIRlo.'I"ION
Collier County Board Of County DATE 'niERlOOF, THe ISSUING INSUI$~ W1L~ ENDeAVOR TO IIlAIL ~ DAYS ~rTiEN
Commissioners, Na~es. Florida NOTlCE To ntl; CERTlFlCA.,", HOLDER HAMIlP TO THE;; LEFT. BUT ,"AlLURE To 110 SO SIiAL~
3301 Tamiami Trail ast IMPose IfO OBUG...TICN OR, UASlurv OF AWf KIND UPON TIle INSURER, ITS AGENTS OR
Naples FL 34112 RlOPRESENrATlVES..
AUTHORlZEC Rg>~NTAT1VE
~ohn L. Wortham & Son.l.P. ;;-rrLvt.IJ)i1~ IJALI
ACORD 25 (2009/01)
CElt:!' 1/0.: 529noo C'lI.Em' ~ODE; l08tewai..t
@1988-2009ACORD CORPORATION. All rights reserved.
IHOO) Be~ty "",,"Ule. 7/./2009 2,2B;~S PM Pag$ 1 at 2
Ju1. 1. 2009 5:36PM
MIDWEST TITLE
No. 6490
P. 2
IMPORTANT
If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must be endorsed. A
statement on this certificate does not confer rights to the certificate holder in lieu of such
endorsement(s).
If SUBROGATION IS WANED, 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).
DISCLAIMER
The Certificate of Insurance on the reverse side of this form does not constitute a contract
between the issuing Insurer(s), authorized representative or producer, and the certificate holder,
nor does it affirmatively or negatively amend, extend, or alter the coverage afforded by the
policies listed thereon.
CANCELLATION NOTICE
The CANCELLATION NOTICE on the CERTIFICATE OF INSURANCE is amended to include the
following wording: The Insurance Companies may cancel the described policy(ies) by mailing Or
delivering ten (10) days written notice of cancellation to the Named Insured for: (1) Non Payment
of premium of (2) any other circumstance permitted by state law or policy conditions.
ADDITIONAL INSURED DISCLAIMER
Coverage for AdditionallnslIreds can vary significantly from pDlicy to policy and thus Additional
Insured status does not guarantee protection for all losses. Coverage is subject to actual policy
terms and conditions.
t;'~ NO. I .297200 CLIllN'j' <:()J:>B' 10D~D...ain! (8Qtrl "..tty =nJ.Q~ 7/l/200~ 2'~1,3S PM PQ~. : of ,
Ju1. 1. 2009 5:36PM MIDWEST TITLE
Client#. 7394
No. 6490
D 3
10STEWAINF
ACORDTM CERTIFICATE OF LIABILITY INSURANCE 1 DATE CMfIl/r;lDIYYYY)
613012009
PRODUCER THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION
JOhn L Wortl1am & Son, L.P. ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE
P. O. Box 1388 HOLDER. THIS CERTIFICATE DOES NOT AMEND, EXTEND OR,
ALTER THE COVERAGE AFFOImED BY THE POLICIES BELOW.
Houston, TX 77251-1388
713526-3366 INSURER,S AFFORDING COVERAGE NAIC#
INSU~ INSlJRER A; Executive Risk Indemnity Inc 35181
s~ewart Title Company - Naples Division INSURER B:
3936 N. Tamiami Trail, Suite A INSURER c:
Naples, FL 34103 I(II$URER 0:
INSURER E;
COVERAGES
THE' POLICIES of INSURANCE WSTED BELOW HAve ElEeN ISSUED TO THE INSUREC NAMED ABOve FO~ "HI'! POL-ICY PERIOD rNDICA"TSO. N01WlTHSTANDINC
ANY REQUIREMENT. TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RCSPEiCTTO WHICH THIS ceRTIFICATE MAY Be IssueD OR
MAY PERTAIN. THE! INSURANCE AFFORDED SYTHe POLICIES DESCRIBeO loleREIN IS SUBJECT TO AI.,L iHe TERMS. EXCLUSIONS ANt> CONDITIONS OF SUCH
POLICIl'!S. AGGREGATE LIMITS SIolOWN MAY HAVE BEEN REDUCeo BY PAID CLAIMS.
~TR NSR 1'YpiO OF INSURANCE POLICY NUM8EII. PQUCV EFFE~ZI:!.E P'i:~,f:i'2"",~N LIMITS
~EIW. UI<SIUTY EACH OCClJRII.ElIIC1ll S
OMERCIAL GENERAL LIABILITY DAMAGE yo RENTED Iii
~ OLAiM5 MADE D OCCI,IR
>-- MED EX" (Any one r;>8f$Dn) Iii
P~ONAl. & AD" INJIJFlY $
GENERAL AGGREGATE $
~'lAGGREnS LIMn' APnS PE~ PRODUCTS. COM"IO," AOG $
POLICY Ff,So LOC
~OM08rU! Up.SJr.ITY COMBlNED SINGLJ; LIMIT S
ANY AUTO (1:8 acelall~l)
-
- Al.L OWNED AUTOS BOOIL Y INJURY
(P.rp6~n) $
- SCioIEDULEOJ\UTes
- HIR!!D AI/l'OS BODILY I NJIJRY
(Pili oed(lont) 5
~ NON.OW1llEO AUTOS
I-- AAOPERTY DAMAGE S
(Par sccl&lnt)
RG!! LIABIlITY AUTO ONLY. EA ACCIOEf\!'!' S
ArolY AUTO OTHER THAN EA ACC Iii
AUTO ONLY: AGG $
C:rSSIUMBII.J;I..r.A lJAlllUTY EACH OCCUI'l~NCE $
OCCUR 0 CIJ>JMS MAD!! AGGR!!GATE: $
S
R DEDUCTIBLE S
RETEN'I10N $ Iii
WORKERS COMPENSA lION ANO 1 T~m~ 1 TOJ~.
EMPLOYEIt$' UAlJIl-ITY E.L EACH ACCIDENT $
ANY PROPRIETO~AAVNe~ECUTJVE
OFFICERlMeMBSI'l e:xC~UDED7 EL D1S!!ASE. I;A EMPLOYEe S
~e,~~~g"'5 ~Ill"'" e.'" DISEASE - POLICY LIMIT $
A OTHER E&O 82105235 08/01108 08/01109 $1,000,000 A.ggregate
Professional
Llabilitv
O~RIPllON 01' OP!!~noNS I LOCAllr;lNS IVEHlel..ESl r;;xCLuSIONS ADDED BY !!NDOII.SeMlONT I SPECIAL. PROVISIONS
Contract #09-5185 -Preparation & Delivery of Title Commitments and Real Estate Closing Services"
CERTlACATE HOLDER
CANCELLATION
SHOUI.D ANY OF THE A80ve DesCRIBED POLlCIE$ 8e CANcaLLED BEFORE THe exPlAATION
ColJier County Board of County DATE THaREOF. THE ISSUING lN$\.II\EFt WILL END!!AVOll TO J>WL ----3Il.- DAYS WRJTTEN
Commissionen;;, Naples, Florida N01lCl1 TO TI-II; ee~ICATE HOLDeR NAMI;D TO THill LEFT, BUT FAlLUII.e TO 00 SO SHALL
3301 Tamiami Trail East IMPOSE NO OElUCATION OR L1ABIUN OF ANT KIND UPON THE INSUREFt, rrs AGENTS Oil
Naples, FL 34112 REPRESENTA1'~.
...UTHORlZED REPR!!S!!NT"'TlIIe
.foinv J" JrOid1J ~ + ~ /.J. p.
SEE BELOW & PAGE 2
ACORD 25 (2001/08) 1 of 2
#5104665JM97899
11857
@ ACORD CORPORATION 1988
Ju1. 1. 2009 5:3iPM
MIDWEST TITLE
No, 6490
p, 4
IMPORTANT
If the certificate holder is an ADDITIONAL INSURED. the policy(ies) must be endorsed. A statement
on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s).
If SU8ROGATION IS WAIVED. subject to the terms and conditions of the policy, certain policies may
require an endorsement. A stateml:lnt on this certificate does not confer rights to the certificate
holder in lieu of such endorsement(s).
DISCLAIMER
The Certificlilte of Insurance On the reverse side of this form does not constitute a contract between
the iSsuing insurer(s), authorized representative or producer, and tne certificate holder, nor does it
affirmatively or negatively amend, extend or alter the coverage .n1orde<l by the pOlicies listed thereon.
CANCELLATION NOTICE
The CANCELLATION NOTICE on the CERTIFICATE OF INSURANCE is amended to include the following
wording: The Insurance Companies may cancel the described policy(ies) by mailing or delivering ten (10)
days written notice of cancetlliltion to the Named Insured for: (1) Non Payment of premium or (2) any other
oircumstance permitted by state law or policy conditions.
ADDITIONAL INSURED DISCLAIMER
Coverage for Additional Insureds Can vary significantly from policy to policy and thus Additional Insured
status does not guarantee protection for arl losse$. Coverage is subject to actual policy terms and
conditions.
ACO~D 25-5 (2001/08) 2 of 2
#S1046651M97899
ROUTED TO:
ITEMNO'~'O\d\~~
FILE NO.:
RECEIVED: l~
if lib
CM/
)( )(tr
/'tfov~ ~I')
REQUEST FOR LEGAL SERVICES" 'l""~ ~ ~ II
June 9, 2009 ~4Lf / ~lV ~1 ' 1
1l~i dl
Y~,,\/oC\
j ,,-.J
Date:
To:
County Attorney's Office
Attention: Jeff Klatz
From:
Rhonda Cummings, FCCN, CPPB, Contract Specialist
Purchasing Department, Extension 8941
Re: Contract: #09-5185 "Preparation & Delivery of Title Commitments
and Real Estate Closing Services"
Contractor: Stewart Title
BACKGROUND OF REQUEST:__
This Contract was approved by the BCC on April 14, 2009; AgendIJ~,J/ "
Item 16.B.9 19
This item has not been previously submitted.
hG'O<1
em&-
~\~ .CJO~
ACTION REQUESTED:
Contract review and approval.
OTHER COMMENTS:
Jeff, this is a standard contract with no changes. Please forward to
BCC for signature after approval. If there are any questions concerning the
document, please contact me. Purchasing would appreciate notification when
the documents exit your office. Thank you.
C: Kevin Hendricks, TECM/ROWA
RLS # 01- fJR..r'. - tJ/.:J./R
CHECKLIST FOR REVIEWING CONTRACTS
Insurance
Insurance Certificate attached?
Insured registered in Florida?
Contract # &/or Project referenced on Certificate?
Certificate Holder name correct (BCC)?
Commercial General Liability
General Aggregate Required $
Products/CompVOp Required $
Personal & Advert Required $
Each Occurrence Required $
Fire/Prop Damage Required $
Automobile Liability
Bodily Inj & Prop Required $ ,; 00 \ DC tJ
Workers Compensation
Each accident Required $ 5()t?, f)OO
Disease Aggregate Required $
Disease Each Empl Required $
Umbrella Liability
Each Occurrence Provided $
Aggregate Provided $
Does Umbrella sufficiently cover any underinsured portion?
Professional Liability
Each Occurrence Required $ t M l L
Per Aggregate Required $
Other Insurance
Each Occur Type:
Entity Name: S ,t.- WA~r "tI,L€"
Entity name correct on contract?
Entity registered with FL Sec. of State?
W\.lL-
Required $
County required to be named as additional insured?
County named as additional insured?
Indemnification
Does indemnification meet County standards?
Is County indemnifying other party?
Performance Bond
Bond requirement referenced in contract?
If attached, expiration date of bond
Does dollar amount match contract?
Agent registered in Florida?
10 Mil Exp. Date IJ/ 3[/ oq
1\'Il.-1..l.(~ Exp. Date l,
f f\I\ t I Exp. Date l I
I "^ I (...- Exp. Date l t
( MIL Exp. Date If
r W\( L. Exp Date \Z/3( I rfi
,
r W\IL Exp Date IZf?LIOq
II Exp Date I f
I I Exp Date I (
(lPn/J1ANY
-1:J/!i Y es
~Yes
~Yes
-----L- Y es
V Yes
~Yes
Provided $
Provided $
Provided $
Provided $
Provided $
Provided $
Provided $
Provided $
Provided $
Exp Date
Exp Date
Yes
Provided $ , 1M I L.
Provided $ I (
Provided $
-0.Yes
~Yes
VYes
Yes
Yes
Signature Blocks
Correct executor name in signature block?
Correct title of executor?
Executor authorized to sign for entity?
Proper number of witnesses/notary?
Authorization for executor to sign, if necessary:
Chairman's signature block?
Clerk's attestation signature block?
County Attorney's signature block?
Attachments
Are all required attachments included?
Yes
Yes
~\\\
\
~Yes
Yes
~Yes
~Yes
~Yes
~Yes
~Yes
/Yes
~y-
r+ rif{i! ~I(
" 5-\-P L ) IIF'~
t/No ,- ____
No
No
No
at- ~No
No
No
Exp. Date Sf ( I pt(
Exp. Date I ,
Exp Date_
No
No
No
v'No
No
No
No
No
~No
No
No
fO/1..
d~~t
oJJ>'" \) ~.'i;. U
Mil. ?OiJtlI-r;. _ Pt~s, '-I>
a.0tJ'(~
No
No
No
No "\
Reviewer Initials: n.uu.- nl {p! /) 'I
o~~~~~i ~frJ:~;-
TO:
FROM:
DATE:
RE:
MEMORANDUM
Ray Carter
Risk Management Department ~
Rhonda Cummings, FCCN, CPPB, Contract Specialis ,~
Purchasing Department .
June 9, 2009
Review of Insurance for Contract: #09-5185 "Preparation &
Delivery of Title Commitments and Real Estate Closing
Services"
Contractor: Stewart Title Company
This Contract was approved by the BCC on April 14, 2009; Agenda Item
16.B.9
Please review the Insurance Certificates for the above referenced contract. If
you have any questions, please contact me at extension 8941.
Thank you.
dod/RC
/.~."
OJ
/Crl'( /)/
C: Kevin Hendricks, TECM/ROWA
/'
MTE RECEIVED
JUN 1 0 2009
RISK tWW1EMENT
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Foreign Profit Corporation
STEWART TITLE COMPANY
Filing Information
Document Number F08000002322
FEI/EIN Number 740923770
Date Filed OS/22/2008
State TX
Status ACTIVE
Last Event MERGER
Event Date Filed 09/26/2008
Event Effective Date 10/01/2008
Principal Address
1980 POST OAK BLVD.
SUITE 800
HOUSTON TX 77056
Mailing Address
1980 POST OAK BLVD.
SUITE 800
HOUSTON TX 77056
Registered Agent Name & Address
C T CORPORATION SYSTEM
1200 SOUTH PINE ISLAND ROAD
PLANTATION FL 33324 US
Officer/Director Detail
Name & Address
Title D
MORRIS, MALCOLM S
1980 POST OAK BLVD. #800
HOUSTON TX 77056
Title D
MORRIS, STEWART JR.
1980 POST OAK BLVD. #800
HOUSTON TX 77056
Title D
MORRIS, STEWART SR.
1980 POST OAK BLVD. #800
HOUSTON TX 77056
http;//www.sunbiz.org/scripts/cordet.exe?action= D ETFIL&in~ doc _ number= F080000023... 4/29/2009
~
www.sunbiz.org - Department of State
Page 2 of2
Title D
CRISP, MAX
1980 POST OAK BLVD. #800
HOUSTON TX 77056
Title S
CARRAUX, DENISE
1980 POST OAK BLVD. #800
HOUSTON TX 77056
Title T
ANDERSON,KEN
1980 POST OAK BLVD. #800
HOUSTON TX 77056
Annual Reports
No Annual Reports Filed
Document Images
09/26/2008 ~~Merger
09/26/2008~~_Mergm
09/26/2008 -- Merger
08!:27/2008-- Merger
08/27/2Q08::~_Mergm
08/2Z!2008...~~...Mer9-er
07/.3QL2_0_Q8.= Merg~
07/30/2008= Mergill
0E3/2 7/2008~~_Me rgm
OS/22/2008 .::~. EQreignE'I9fjt
Note: This is not official record. See documents if question or conflict.
P re:vi()l.I~()JlL.i$t
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Copyright @ 2007 State of Florida, Department of State.
http://www.sunbiz.org/scripts/cordet.exe?action=D ETFIL&inCL doc _ number= F080000023... 4/29/2009
......;~ County
--. ~~.-
Vendor Information
Substitute W - 9 Form
REQUEST FOR TAXPAYER IDENTIFICATION NUMBER AND CERTIFICATION
1. Generallnformation
Taxpayer Name
(as shown on. income tax return)
Business Name stewart Title CompanY-Naples
(if different from taxpayer name)
Address 3936 No Tamiami Trail City Naples
State FL Zip 34103
Telephone~nq /f\7 /1 f\1 FAX /1q /f\/ 7Q04
Email hpi-i-yhl1ff@~i-pwari-(.mn
Order Infonnation:
Address
City
FAX
o Same as above, or
Remit I Payment Information: 0 Same as above, or
Address
State _ Zip
City
FAX
State _ Zip
Email
Emaif
2. Company Status (check only one)
o Individual I Sole Proprietor
o Corporation
o Partnership
o Tax Exempt (Federal income tax-exempt entity iJ Limited Liability Company
under Internal Revenue Service guidelines IRC
501 (c) 3)
3. Taxpayer Identification Number (for tax reporting purposes only)
Social Security Number (SSN) ODD - 0 [} 0 D 0 0
OR
Federal Tax Identification Number (TIN)
[7] ~ ~ ra [1~ ~ [] IJ [9
4. Sign and Date F
Signature
Title
rtify th t t information shown on this form is correct to my knowledge.
Date f':5~ 11-D~
t Phone Number:;23 t--,.Jlp;} 02UiJ
Email form to Collier County Purchasing Office Email: PurOps@colliergov.net
VendorRequesCStJbW9
RevIsed: 12127107