#09-5185 (First Title & Abstract, Inc.)
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
First Title & Abstract, Inc., & authorized to do business in the State of Florida, whose
business address is 606 Bald Eagle Drive, Suite 500, Marco Island, Florida 34145, 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
issued for 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
Page 1 of 16
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) usmg
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
Page 2 of 16
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.
Page 3 of 16
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 paid 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:
Craig R. Woodward, President
First Title & Abstract, Inc.
606 Bald Eagle Drive, Suite 500
Marco Island, FL 34145
Phone: 239-394-1199; Fax: 239-394-8641
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, PurchasingfGS 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.
Page 4 of 16
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: Coverag~ 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.
Page 5 of]6
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.
Page 6 of 16
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 U.s.e. 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 pricing, 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.
Page 7 of]6
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 PERSONNEUPROJECT 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.
Page 8 of]6
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:
Dwi htE.Br~<rkJ:~~erk of Courts
.... ~,.C. ...' -,;1
By: .
Dated; ,
(S~AL)' , :
....'r-te..'~~.
.1.....-...< ~ j\')'"
t~-~~--
I
First Witness
\~ ~\ '*' ~\\\.~~/
tTyPj/ p. rint witn. e, ss nam, e t
-.-JcuruJ~IJ5leqJ
Second Witness
r
-TQreL nt~/e{J7
tType/print witness namet
Approved as to form and
legal sufficiency:
"
BY:
Jeff
right, Assistant County Attorney
Page 9 of 16
BOARD OF COUNTY COMMISSIONERS
COLLIER COUNTY, FLORIDA
By:{f &-
Do ~ai~ ~
First Title & Abstract, Inc.
--- ~. ...,~
By:
~-
Signature
fl., Je.-'S. v~fJ..)~,~ ~ P~J
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 project; 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 "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 sell, 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 of]6
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" 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 ] 6
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 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). 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, i.e., 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]6
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 "B-1",
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
"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 of 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 DirectorsjOfficers 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 ]3 of]6
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 given 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" fQ2Y 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 of]6
(As an alternative, Company can deliver the original title policy simultaneously with
submission of the original invoice for services)
END OF EXHIBIT A
Page ]5 of]6
EXHIBIT B
BID RESPONSE
BIO# 09-5185
Bid Response Form is electronic. Please input your prices online.
The Bidder proposes and agrees, if this Bid is accepted, to contract with the County to
furnish work in full, in complete accordance with the attached specifications, according
to the following unit prices:
Title Commitment
(Upon policy issuance, a credit will be given
to County in the amount of $ 25 . 00 )
$ 320.00
(flat rate)
Update of Commitment
(Endorsement to Initial Commitment)
$ 75 .00
(flat 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 $100 for
purposes of all premium calculations)
$
o to $ 100,000 real property value
$ 5.75 1$1,000
$ 5.00 1$1,000
$ 2.50 1$1,000
$ 2.25 1$1,000
$ 2.00 1$1,000
$ 100,001 to $ 1,000,000 real property value
$1,000,001 to $ 5,000,000 real property value
$5,000,001 to $10,000,000 real property value
Over $10,000,000 real property value
Real Estate Closing Services
$ 175.00 per Parcel
Note: If you choose to bid manually, 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 contract, if required, and present the formal contract to
the County Purchasing Director for approval within fifteen (15) days after being notified
of an award.
Page 16 of 16
CERTIFICATE Of INSURANCE
181 8T ATE FARM FIRE AND CASUALTY COMPANY, BI< :lmington. Illinois
o STATE FARM GENERAL INSURANCE COMPANY, E oomington. illinois
o STATe FARM FIRE AND CASUALTY COMPANY, Au ora, Ontario
I8l STATE. FARM Fl..ORIDA INSURANCE COMPANY. W nter Haven. Florida
o STATE FARM llOYDS, Dallas. Texas
insures the following polloyholder for the ooverages indlcat~d below:
Polloyholder FIRST TITLE j; J\.BS:P.AACT
06/28/2009 11:39
2392617202
This certifies that
'&
1....'lIlCl
PAGE 02
Addressofpolicyllolder 1040 GOODLETTE RD. N., NPJ?1E5 Fr~ 34102-5.419
Looatlon of operations SAME
I Description of operattons BUS.T.N&5S
'The policies listed below have been Issued to the policyholder for the polley periodB shown. The insl ranee desoribed In these policies Is subJect
to afl1he terms, exclusions, and conditions of those polioles. TM Ifmlts of liability shown may have been reduced by any peld clOlims.
POLICY PeRIOD LIMITS OF LIABILITY
POLICY NUMBER TYPE OF INSURANCE; Effective Date i Expiration Date (at begInning of policy period)
98-CF-2829-6 B Comprehensive 3 15-09 r 3-15-10 BODILY INJURY AND
Business l.lability: PROPERTY DAMAGE
. - fhlf;ins'u'raric~- inciudes:-n tj"pr-oducts':-C(;mpiet~d .o"peratfons----- u___ - __n - - - --- -- - -".'
o Contraotual liability
o Personal Injury
D Advertising Injury
o
o
o
9S3-PG-1606-3 B
EXCESS LIABILITY
~ Umbrella
o mher
98-BF-A:'lSlZ-S F
Workers' Compensation
and Employers Llabiltty
POLICY NUMBER
707 7746-F26~590
G36 3987-A11-59C
TYPE OF INSURANCE
01 VOLVO C70 CON
06 VLKSWAGeN TCU
POLICY PERIOD
Etrective Dat~ ! I:xpiration Date
02/14/09 : 02/14/10
.
,
,
POLICY PERIOD
Effective Date 1 Expiration Date
0./01/09 : 04/01/10
,
,
.
.
,
,
,
,
POLICY PERIOD
E:ffectlve Date : expiratIon Date
12/28/2008 : 06/28/2009
01/11/2009 : 07/11/2009
Each Jccurrenc@
$ 1000000
Genii: al Aggregate
$ 2000000
Prod\
Open
BOD
:::ts - Completed $ 2000000
tions Aggregate
-Y INJURY AND PROPERTY DAMAGE
(Combined Single limit)
)ccurrence $ 1000000
~ate $
- Workers CompensatIon - Statutory
Each
Aggn
Part I
Part I
E:a
Oi~
Di~
- Employers Liability
h AccIdent $ 100000
~a$e - Each Employee $ 100000
~a$e - Policy limit $ 50000 Q
L.IMITS OF lIAI3JL.ITY
(at beginnIng of policy period)
00/100
00/100
500/
500/
THf CERTIFICATE OF INSURANCE IS NOT A CONTRACT OF INSURANCE AND NEITHER AI F1RMATIVEL Y NOR NEGATIVJ;L. Y
AMENDS, EXTENDS OR ALTERS THE COVERAGE APPROVED BY ANY POLICY DESCRIBEI , HEREIN.
Name and Address of Certifioate Holder
COLLIER COUNTY. BOARD OF COUNTY COMMrsrONERS
3301 EAST TAI-rU\111 TRAIL
NAJ?LES r FL 34112
BID 09-5185
"PP.EPARAT:J:ON Ii DELIVERY OF TIT!~E COMM!TMENr.'S ),ND REAL .ESTATE
CLOSING SERVICES"
MACNNENINSURANCEAGENCYINC
3765 Airport Ref N . Suite 100' .
Naples FL 34105
(239) 261.8287 . Fax 261,7202
~B-994 Jl.G Printed ill U.S.A. Rev. 05-09.2006
If any ofth~ desorlbed IJolicies are canceled before
their expirat on dat~l $tate Farm will1ry to mail a
written notlo to the certificate holder days before
oancellatlor If however, we fail to mail &uc:h notice,
no obllgallor or liability will be imposed on state Farm
or its enh or representatives. ""
05/10/2009
-59-27.\1;1
Agl!nt Name
Telephone Nu lber
Agent's Code ~
Agent Code
A.FO Code
F609
~
~
~
~
~
~
~
!!!l!!!!!i!
I!!!!!!!!!!!!II
~
~
~
~
~
~
~
E!!!i!!!!!!I!!i
~
I!!!!!!!!!!!!!@
-=-
~
~
~
~
---
~
~
P
-01
l!J
C
'0
o
o
CERTIFICATE OF INSURANCE
REAL ESTATE PROFESSIONAL SERVICES
LIABILITY PROTECTION - CLAIMS-MADE
RSTPAUL
~ TRAVELERS
..
)3
...
8
This certificate is issued as a matter of information only and confers no rights upon the
certifIcate holder. This certificate does not change the coverage provided under the policy
listed below.
Insurer: ST. PAUL FIRE & MARINE INSURANCE COMPANY
Policy Issued to: FIRST TITLE & ABSTRACT, INC.
n
I-
8
o
..
H
If)
o
Type of Policy Policy
Insurance Effective Expiration
Policy Number Date Date Deductible Limits Of Coverage
Real Estate GL00643412 09/01/08 09/01/2009 $ 10,000 Each wrongful act
Professional limit
Services $ 1,000,000
L1ablllty
Total limit
$ 1,000,000
:E
*
If)
N
N
o
~
N
....
'<t
(')
'<t
to
o
o
..J
(!)
N
o
o
o
to
*
Date Certificate Issued: 09-01-2008
Retroactive Date: 09-15-1978
Important Note:
The polley listed above only covers notary public services and the real estate professional
services shown below.
Title agent, title searcher, abstracter, closing agent, or escrow agent
(tlgEAN INSURANCE AGB~Y, INc.
'l ~ 230 N. Wesbl'lOotc Orivc
Suite 2100 407-86f).Un
Altanwnte~gs, FL 3J714 (800) 721-3326
- \I'\V\v.dearnnsllI~.(C Pax 407-865-~557
I.
j
NP058 Rev. 7-05
@ 2005 The St. Paul Travelers Companies, Inc. All Rights Reserved
Page 1 of 2
"-
~
~
~
~
~
~
~
~
~
iiiiiiii!ii!\!!
~
~
~
~
~
~
~
~
~
~
~
===
~
ii.iiiiiii
~
~
-
~
~
Q,
'0)
LO
,0
o
o
o
..
,()
()
HOW TO REPORT LOSSES, CLAIMS, OR ~OTENTIAL CLAIMS TO US
.,..
8
Reporting new losses, claims, or potential claims to us promptly can be critical. [t helps
us to resolve covered losses or claims as quickly as possible and often reduces their
overall cost. Prompt reporting:
. better protects your interests;
. helps Us to try to resolve losses or claims more quickly and to everyone's
satisfaction - yours, any claimant's and ours; and
. often reduces the overall cost of a loss or claim - losses or claims reported more than
five days after they happen cost on average 35% more than those reported earlier.
..
I-
o
o
o
>-<
III
o
To report losses, claims, or potential claims to us, we can be contacted easily and quickly by fax,
U 5 mail, or email.
..
:<:
*
l'-
(0/
('J:
o
.....
FAX
Use this number to report a loss, claim, or potential claim by fax toll free.
N
.,..
'<t
t'1
'<t
(I)
8
....l
CJ
N
o
o
()
(I)
*
1-888-460-6622
U SMAIL
Use this address to report a loss, claim, or potential claim by U SMail.
Bond-PPS Claims Department
Travelers
Mail Code NB08M
385 Washington Street
Saint Paul. Minnesota 55102
EMAIL
[,
r
Use this address to report a loss, claim, or potentia] claim to us by email.
Pro.E&O.Claim.Reporting@SPT.com
This is a general description of how to report a loss, claim, or potential claim under your
policy. This description does not replace or add to the terms of your policy. Your policy
alone determines the scope of your Insurance protection. Please read it carefully for
complete Information on your coverage. You should contact your agent or broker if you
have any questions about your coverage.
I:
I
I
NP060 Rev. 12-06
Page 1 of 1
~
~
~
~
--==
iili!i
~
~
~
~
~
~
~
~
!'!!!!!!!!!!!I
~
~
~
...,;;g
~
~
Ei!!ii!!!i
~
.-
~
~
~
--=
-
~
~
o
Ol
10
.0
8
o
..
U
U
RENEW At CERTIFICATE
Please insert this Renewal Certificate with the
rest of your policy.
o
o
I-
8
o
~
TRAVELERSJ
In return for your premium. your policy is
renewed to the date shown on this
certi ficate.
..
H
III
o
:::!
..
We, us, our, and ours mean the insurance
company named on the Introduction.
The words you, your, and yours mean the
Insured named here:
FIRST TITLE & ABSTRACT. INCi--
1040 GOODLETTE RD N
NAPLES FL 3tl102
OJ
<"I
('l
o
.....
t'I
...
-.t
(')
"f
(0
o
o
....l
C!J
N
o
o
()
l!)
It
.......
Important. Please refer to your Coverage
Summaries that are auached for any changes in
your policy. You will also receive the benefit
of any changes we've made in our standard
policy forms that broaden or extend your
coverage without increasing your premium.
Policy Number: GL00643412
Is Renewed From: 09/01/08
TO:..09/01/09
Prem ium:
$5,191.00
2006 FL GUARANTY FUND
SURCHARGE
2006 FL GUARANTY FUND
EMERGENCY SURCHARGE
FL CAT FUND EMERGENCY
ASSESSMENT
$89.00
$83.00
$52.00
I
I.
~ ~
~ ~dldln'
I
I
I
I
!."
!
I
i
i
!
i
Our authorized representative is:
0914362
DEAN INSURANCE AGENCY INC
SUITE 2100
230 N WESTMONTE DR
ALTAMONTE SPRIN FL 32714
Authorized Representative
Date
~~
Processing Dato 09/03/08 13:40 001
40751 Ed. 9-86
@ 1986 The Travelers Companies, Inc.
Page 1
Renewal Certificate
~
~
~
~
l!!!!Iii
~
I!!!!!!!!!!!
~
~
~
~
~
~
~
~
---
~
~
~
I!!!!!!!!!!!!l
-
~
~
.
'0
0)
II}
o
g POLICY FORM LIST
..
'8 Here's a list of all forms included in your
policy, on the date shown below. These forms
are listed in the same order as they appear in
your policy.
8 Title
1heStRlUI
Form Number Edition Date
I-
o
o
o
Renewal Certificate
Policy Form List
General Rules
Florida Required Endorsement
What To Do If You Have A Loss
Real Estate Professional Services Liability Protection -
Claims-Made Coverage Summary
Real Estate Professional Services Liability Protection -
Claims-Made
Mold, Other Fungi, or Bacteria Exclusion Endorsement - With
Exception For Limited Loss Amount - Real Estate
Professional
H
In
o
::;:
*
~
('J
N
o
..-
C'i
....
'<t
(')
'<t
(fJ
o
o
...J
Cl
<'I
o
o
o
(j)
*
40751 09-86
40705 05-84
40701 08-03
40738 02-07
40814 08-03
P0451 07-05
P0450 07-05
P0498 07-05
PLEASE NOTE: This is a renewal of your policy. Some of the forms that make up your
policy may not be attached. Only agreements or endorsements that are new or have
been changed are attached. Please refer to your previous policy for any forms
listed here that are not attached.
r
I
Name of Insured
fIRST TITLE & ABSTRACT, INC.
Policy Number GL00643412 Effective Date 09/01/08
Processing Date 09/03/08 13: 40 001
40705 Ed.5-84 Printed in U.S.A.
@St.Paul Fire and Marine Insurance Co.1995
Form List
Page
~
~
~
~
~
~
~
~
~
~
-
~
~
~
~
~
~
~
~
~
~
~
---::-
~
~
~
~
-
~
..~<~-=::=
b
Ol
10
o
o
o
o
~
TRAVELERSJ
-.
u
u
~
o
o
BE: Risk Management PLUS+ OnlineC!> from Travelers Bond & Financial Products
(www.rmplusonline.com)
f-
o
o
o
Thank you for choosing Travelers Bond & Financial Products for your professional liability
insurance needs. Travelers is a market leader in providing errors & omissions [iability
coverage that is in-synch with your business. As your risks evolve, so do we through our
ability to provide you with responsive risk management servIces.
Travelers Bond & Financial Products Is pleased to provide you with Risk Management PLUS+
Online, the industry's most comprehensive program for mitigating your real estate firm's
E&O exposures. The site includes risk management tools for exposures in these main
categories:
. General Risk, includes articles for real estate firms that discuss pre-claim assistance, and
lawsuit response protocol
. Title Risk, including articles discusSing special risks pertaining to TItle agents
. Specialized Risk (add example article topic)
Within each of these categories reside articles, checklists and instructions about relevant
topics to help mitigate potential exposures that can affect your firm.
Risk Management PLUS+ Online Is a flexible, comprehensive loss prevention program that
also serves Travelers Bond & Financial Products management liability customers and Is
available to you at no additional cost. Included in the site Is a library of articles, checklists
& training on relevant risk mitigation topics for the following management liability areas of
potential exposure:
. Employment Practices Liability
. Fiduciary liability
. Directors & Officers Liability
. Crime
. Kidnap and Ransom
. Identity Fraud Expense Reimbursement
The attached Risk Management PLUS+ Online Registration Instructions contain easy, step~by-
step instructions to register for this valuable tool. For more information, call 1-888-712-7667
and ask for your Risk Management PLUS+ Online representative. It's that simple.
. We strongly encourage you to take full advantage of this program. Once again, thank you
for choosing Travelers Bond and Financial Products.
...
III
o
:;:;
"
l'l
l'l
<'I
o
<'I
v
l')
'<t
Ul
o
o
..l
(!1
<'I
o
o
U
1JI
*
RM-RE Ed. 6-08
Page 1 of 2
.......~
~
~
~
iiiiiiIlila
~
I!'II'i!i
~
~
~
~
-
~
~
~
~
~
~
~
~
~
~
~
~
==r=:=
~
~
~
~
-=
---
~
B!l!!!!!!!llii\
~
Cl
01
:g
8
REAL ESTATE PROFESSIONAL SERVICES LIABILITY PROTECTION -
CLAIMS-MADE COVERAGE SUMMARY
~
TRAVELERSJ
..
'0
o
This Coverage Summary shows the limits of
coverage, deductible, retroactive date, and
extended reporting period options that apply
to your Real Estate Professional Services
o Liability Protection - Claims-Made.
o
8
Limits Of Coverage:
Retroactive date:
..
I-
..
.....
In
o
Each wrongful act
$1,000,000
..
::;:
*
Total limit
$1,000,000
11)
t?
Ci
o
r
Deductible
N
-
'<t
t?
'<t
(l)
o
o
...I
G
Ci
o
o
o
III
"
Each wrongful act deductible
$10,000
09-15-1978
Extended Reporting Period Options:
$5,191.00 for a 12 month period
$7,787.00 for a 24 month period
$8,565.00 for a 36 month period
Real estate professional services
This agreement covers only notary public services and the real estate professional services
shown in this Coverage Summary.
Title agent, Utle searchet", abstracter, closing agent, or escrow agent
Name of Insured
FIRST TITLE & ABSTRACT, INC.
P0451 Rev. 7-06
<Sl 2005 The Travelers Companies,
Policy Number GL00643412 Effective Date 09/01/08
Processing Date 09/03/08 13:40 001
Coverage Summary
Inc.
Page 1 of 1
~
..........,.
~
!l!!!IlliiiIil!
~
~
-
~
~
~
~
~
~
~
~
~
~
liIiIBI!!!t
~
~
~
~
-==-
~
~
~
~
~
~
.
b
0)
\0
a
o
o
,0
MOLD, OTHER FUNGI, OR BACTERIA EXCLUSION ENDORSEMENT -
WITH EXCEPTION FOR LIMITED LOSS' AMOUNT - REAL ESTATE
PROFESSIONAL LIABILITY
..
'0
o
....
8
This endorsement changes Bach of the
fOllowing insuring agreements that are part of
your pol icy:
. Real Estate Agents Or Brokers Professional
Liability Protection - Claims-Made.
. Real Estate Professional Services Liability
Protection - Claims-Made.
..
I-
8
o
How Coverage Is Changed
III
o
There are three changes explained below.
..
;:;;:
*
1. The following Is added to the Exclusions -
What This Agreement Won't Cover section.
This change excludes coverage.
t--
(')
(',I
o
~
Mold, other fungi, or bacteria. We won't
cover loss that results from any actual,
alleged, or threatened:
. absorption, ingestion, or Inhalation of
mold or other fungi, or bacteria, in any
form by a.ny person; or
. existence of mold or other fungi, or
bacteria, In any form.
But we won't apply this exclusion part to
bodily injury that results from a bacterial
infection which develops in connection
with physical harm to the person
sustaining the bodily injury, if such
physical harm isn't excluded by this
exclusion part, or any other part of this
exclusion, and a claim or suit is made or
brought against the protected person for
such physical harm.
Nor wi II we cover loss that results from
any actual, alleged, or threatened:
. absorption, ingestion, or Inhalation of
any other solid, liquid, gaseous, or
thermal irritant or contaminant,
including smoke, vapors, soot, fumes,
acids, alkalis, chemicals, and waste, in
any form by any person; or
. existence of any such irritant or
contaminant. in any form:
and is part of any claim or suit that also
alleges any loss described as excluded In
the first paragraph of this exclusion.
<'l
...
't
t')
'<t
((l
o
o
...J
l.!l
(',I
o
o
o
(0
'"
Also, we won't cover loss, cost, or
expense that results from any request,
demand, order, or statutory or regulatory
requirement that any protected person or
others:
. test for, monitor, clean up, remove,
contain, treat, detoxify, or neutralize
mold or other fungi, or bacteria, in any
form; or
. respond to, or assess, in any way the
effects of mold or other fungI, or
bacteria, in any form.
But we won't apply any part of this
exclusion to the combined total of all
damages and defense expenses within the
Mold, other fungi, or bacteria total limit
for all claims or suits that:
. are for loss. or loss, cost, or expense,
described as excluded in any of the
first three paragraphs of this exclusion
but that would otherwise be covered
by this agreement; and
. are first made or brought against a
protected person and reported to us in
a policy year.
I.
I
~
!
I
I
1
I
!'
!
i
I
I
I
Because mold or other fungi, or bacteria,
can be pollutants, and any such other
irritants or contaminants are pollutants,
this exclusion applies in addition to any
of the following exclusions that apply:
. Pollution exclusion.
. Pollution work loss, cost, or expense
exclusion.
. Any other pollution-related exclusion
made part of this agreement.
Before the Mold, other fungi, or bacteria
total limit is used up, you may take over
control of the defense of any
outstanding claim or suit previously
reported to us that's subject to that limit
if you and we agree, or if a court orders
you to do so. If the Mold, other fungi,
or bacteria total limit is used up, we'll
notify you as soon as we can of all
outstanding claims or suits that we are
defending subject to that limit so you
Name of Insured
FIRST TITLE & ABSTRACT, INC.
Policy Number GL00643412 \ Effective Date 09/01/08
Processing Date 09/03/08 13:40 001
P0498 Rev. 7-05 Endorsement
@ 2005 The St. Paul Travelers Companies, Inc. All Rights Reserved
Page 1 of 2
~
.........,;;0
~
~
w---4
~
~
~
~
~
~
~
~
~
~
~
~
-
~
~
~
~
.
~
~
-
'Q
III
'0
o
'.0
o
o
:~.~
POLICY INFORMATION
THIS (S NOT A BILL.
YOUR POLICY IS DIRECTLY BILLED. IF THIS IS A POLICY CHANGE,
THE ADDITIONAL OR RETURN PREMIUM WILL BE SHOWN ON FUTURE
INSTALLMENT BILLINGS. IF ALL INSTALLMENTS HAVE BEEN BILLED,
THE PREMIUM CHANGE Will BE BILLED OR CREDITED PROMPTLY.
A BILL WILL BE SENT TO:
THE INSURED
~ STPAUL
e:;;ii TRAVELERS
~O
(J
-
o
o
..
I-
o
o
o
..
H
1Il
o
Company: ST. PAUL FIRE & MARINE INSURANCE COMPANY
;:;:
*
I
N
S
U FIRST TITLE & ABSTRACT, INC.
. R 1040 GOODLETTE RD N
E NAPLES FL 34102
D
Policy Inception/Effective Date: 09/01/08
polley Number: GL00643412
Agency Number: 0914362
~
<'l
('l
o
Transaction Type:
RENEWAL OF POLICY
Transaction Number: 001
Processing Date: 09/03/08 13:40
<'l
-
'1'
M
...
W
o
o
..J
CI
<'l
o
o
(J
w
*
A
G DEAN INSURANCE AGENCY INC
E SUITE 2100
N 230 N WESTMONTE DR
T ALTAMONTE SPRIN FL 32714
Policy
Number
Description Amount
Surtax/
Surcharge
GL00643412
GL00643412
GL00643412
GL00643412
PROFESSIONAL LIABILITY POLICY $5,191.00
2006 FL GUARANTY FUND SURCHARGE
2006 FL GUARANTY. FUND EMERGENCY. SURCHARGE
FL CAT FUND EMERGENCY ASSESSMENT
$89.00
$83.00
$52.00
THE PREMIUM SHOWN DOES NOT INCLUDE A PREMIUM PAYMENT PLAN SERVICE CHARGE.
IF YOU SELECTED A PREMIUM PAYMENT PLAN YOUR PAYMENT SCHEDULE/BILL WILL SHOW THIS
CHARGE.
THIS POLICY IS ON A TEN PAY PAYMENT PLAN.
A PAYMENT SCHEDULE/BILL WILL FOLLOW SHORTLY.
I
I
r
j.
i
I
i
r
INSURED COpy
40776 Ed. 12-90
@ 1990 The St. Paul Travelers Companies, Inc. All Rights Reserved
Page 1 ,
~
~
. --::51
~
~
~
~
~
~
-=
~
!!!!E!!!l!i
~
~
~
~
IiiiiiiiiiIIIl!
~
I!!!!!!!E!!!l!!
~
~
.
~
~
~
~
~
~
~
o
0)
III
Cl
o
8
..
'U
'.()
IMPORTANT NOTICE - INDEPENDENT AGENT AND BROKER
COMPENSATION
...
o
o
NO COVERAGE IS PROVIDED BY THIS NOTICE. THIS NOTICE DOES NOT AMEND ANY PROVISION OF
YOUR POLICY, YOU SHOULD REVIEW YOUR ENTIRE POLICY CAREFULLY FOR COMPLETE INFORMATION
ON' THE COVERAGES PROVIDED AND TO DETERMINE YOUR RIGHTS AND DUTIES UNDER YOUR POLICY.
PLEASE CONTACT YOUR AGENT OR BROKER IF YOU HAVE ANY QUESTIONS ABOUT THIS NOTICE OR ITS
CONTENTS. IF THERE IS ANY CONFLICT BETWEEN YOUR POLICY AND THIS NOTICE, THE PROVISIONS
OF YOUR POLICY PREVAIL.
,.
t-
o
o
o
..
H
Ul
o
:;;
For information about how Travelers compensates independent agents and brokers, please
visit www.travelers.com, call our toll-free telephone number, 1-866-904-8348, or you may
request a written copy from Marketing at One Tower Square, 2GSA, Hartford, CT 06183.
*
(1)
N
N
o
-
N
-
<t
(1)
<t
r.o
o
o
..J
(,!)
(,'/
o
o
u
Ul
*
ND044 Rev. 1-08
Page 1 of 1
~ --"
~
~
~
~
~
~
~
~
~
~
~
~
~
~
~
~
~
~
==-00
--
~
~
~
"'---
h--
Cl
0)
fO"
o
8
o
R STPAUL
fP TRAVELERS.
..
u
u
IMPORTANT NOTICE
.....
a
a
..
f-
a
a
o
TO ALL COMMERCIAL CASUAL TV AND/OR COMMERCIAL PROPERTY
POLICYHOLDERS DOING BUSINESS IN THE STATE OF FLORIDA
..
...
Florida law requires that we make safety services available to you upon request. If you
request in writing, we will provide you with guidelines on how to set up a risk management
plan. These guidelines are free of charge. They will give you information on setting up
hazard identification procedures and methods to control hazards relating to the coverages
you have with The St. Paul Travelers.
ltl
o
..
~
*
Ql
~
N
o
.....
If requested, we can provide additional safety services. These include on-site assistance
with hazard Identification, environmental information, training programs, accident and loss
analysis, Management Exposure Guides, and technical bulletins. A fee is charged for these
services.
N
.....
<t"
l'l
'f
tll
a
o
..J
<!J
N
a
o
a
to
*
We encourage you to utilize our safety services to assist you in setting up a safety
program.
To obtain this service, please write or phone:
The St. Palll Travelers Companies, Int.
Attn: Risk Control Department
385 Washington Street
St. Paul MN 55102-1396
Phone: (800) 332-3232
For additional risk control information visit us at:
www.stpaultravelers.com/business_insurance/risk_control/index.html
I
I:
'40792 Rev. 4-02
@ 2002 The St. Paul Travelers Companies, Inc. All Rights Reserved
Page 1 of 1
ITEM NO.:()1- ?f2L~D(~ S l
):j~ \.\\\o~
!g4~11_ B~%~ED:
"lll"j1" \-;-"-\i1hlC\;
\..Jl. d' ,'1 I. \ il'l\[.,!
FILE NO.:
ROUTED TO:
/009 JL - 2 PH 4: 14
DO NOT WRITE ABOVE THIS LINE
REQUEST FOR LEGAL SERVICES
Date: June 17,2009
To: County Attorney's Office .:T~ <....0\r-\~ ~ "Z.. ~o
Attention: Jeff Klatzkow
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: First Title & Abstract, Inc.
BACKGROUND OF REQUEST:
This Contract was approved by the BCC on April 14, 2009; AgendaJ
Item 16.B.9
This item has not been previously submitted.
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 whe
the documents exit your office. Thank you.
1/9~ r~-r 5.r ~y
C: Kevin Hendricks, TECM/ROWA /
www.sunbiz.org - Department of State
Page 1 of2
Home
Contact Us
E-Filing Services
Document Searches
Forms
Help
Previous on List
Next on List
Return To List
IEntity Name Search
Events
No Name History
Detail by Entity Name
Florida Profit Corporation
FIRST TITLE AND ABSTRACT, INC.
Filing Information
Document Number J41141
FEI/EIN Number 592732938
Date Filed 11/04/1986
State FL
Status ACTIVE
Last Event EVENT CONVERTED TO NOTES
Event Date Filed 06/27/1991
Event Effective Date NONE
Principal Address
606 BALD EAGLE DR,
SUITE 501
MARCO ISLAND FL 34145 US
Changed 03/18/2009
Mailing Address
606 BALD EAGLE DR, STE 501
POBOX 2000
MARCO ISLAND FL 34146 US
Changed 03/18/2009
Registered Agent Name & Address
WOODWARD, CRAIG R.
606 BALD EAGLE DR,
STE 500
MARCO ISLAND FL 34145
Address Changed: 03/18/2009
Officer/Director Detail
Name & Address
Title DS
WOODWARD, CRAIG R.
606 BALD EAGLE DR, #501
MARCO ISLAND FL 34145
TitleVP
WOODWARD, CRAIG R.
606 BALD EAGLE DR, #501
http://www.sunbiz.org/scripts/cordet.exe?action=DETFIL&inq_doc number= 141141 &inq... 4/24/2009
www.sunbiz.org - Department of State
MARCO ISLAND FL 34145
Title P
WOODWARD, MARK J
3200 TAMIAMI TRAIL NORTH 200
NAPLES FL 34103
Annual Reports
Report Year Filed Date
2007 01/26/2007
2008 04/24/2008
2009 03/18/2009
Document Images
03/t8/2Q09..=ANN UAL,Ri::PoRI
Q.4124/2.QQJL=_6t.LNJ16LREPQRT
01/26/2007 -- ANNUAL REPORT
QJlj:il2006.::.8N.N UALRf::.E.QR~
QtLt4L2QQ.!~=.6NNu6L,R~PQ.R.I.
Q212Q/2QQ4.::..ANNuALREP_QR.I
01/24/20.03-- ANNUAL REPORT
02/13/2002 -- ANNUAL REPORT
01/29.L?001-= ANNUAL REPORT
02/QZa.QQ.0 -- ANNUAL REPORT
02/17/1999 -- ANNUAL REPORT
02/10/1998 ::ANNUAL REPORT
Q3/24/t99L.::.ANNUALRf::PQRJ
03/191.:1.9.96. -- ANNUAL REPORT
Q3/.1.4/1..99.5..::,ANNu A.L,..REPQRI
Page 2 of2
View image in PDF format
View image in POF format
View image ,in POF format
View image in PDF format
Vie..... imC!ig~in POF format
View image in POF format
View image in POF format
View image in POF format
View image in PDF format
View image in POF format
View image in P
View image in POF format
View image in POF format
View imagl:t in POF format ,
View image in POF format
Note: This is not official record. See documents if question or conflict
I;YlWts
No Name History
Next on List Return TQJ...ist
Previous on List
IEntity Name Search
Submit I
I Home I Contact us I Document Searches I E.Filing Services I Forms I Help I
Copyright and Privacy Policies
Copyright @ 2007 State of Florida, Department of State.
http://www.sunbiz.org/scripts/cordet.exe?action=DETFIL&inq doc number= 141141 &inq... 4/24/2009
'["'
-, 1'-
11"~f.-
~ lL.~.
MEMORANDUM
lit
?
TO:
Ray Carter
Risk Management Department
FROM:
flY C' ,
Rhonda Cummings, FCCN, CPPB, Contract speCialist., ,~" y
Purchasing Department, / ~ V
,Qt -P
June 17, 2009 /
DATE:
RE:
Review of Insurance for Contract: #09-5185 "Preparation &
Delivery of Title Commitments and Real Estate Closing
Services"
Contractor: First Title & Abstract, Inc.
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
C: Kevin Hendricks, TECM/ROWA
om: IECOWD
JUN 1 8 2009
RISK tWWiEMENT
mausen_9
From:
Sent:
To:
Cc:
Subject:
RaymondCarter
Thursday, July 02,20092:35 PM
Cum m ingsRhonda; DeLeon Diana
mausen_g; hendricks_k
Contract 09-5185 Preparation and Delivery of Title Commitments and Real Estate Closing
Services
All, I have approved the insurance provided by First Title for contract 09-5185. The contract will now be forwarded to
the County Attorney's Office for their review.
Ray
~~
Manager Risk Finanace
Office 239-252-8839
Cell 239-821-9370
1