Provide Qualifications, Experience, and Method of Approach in narrative form in accordance with Section II – Evaluation Criteria. Include other required information such as organizational chart, references and resumes, in accordance with Section II.
------- PLEASE PROCEED TO THE OFFER AND ACCEPTANCE FORM ON THE NEXT PAGE -------
OFFER AND ACCEPTANCE:
TO THE CITY OF PHOENIX:
The Undersigned hereby offers and agrees to furnish the material and or service(s) in compliance with all terms, conditions, specifications, and addenda issued as a result of this Request for Proposals and any written exceptions in the offer.
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Arizona Sales Tax No.
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Use Tax No. for Out-of State Suppliers
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City of Phoenix Sales Tax No.
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Taxpayer’s Federal Identification No.
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Proposer certifies that Proposer has read, understands, and will fully and faithfully comply with this Request for Proposals, any attachments and any referenced documents. Proposer also certifies that the prices offered were independently developed without consultation with any of the other proposers or potential proposers.
Authorized Signature Date
Printed Name and Title
Proposer’s Contact Information:
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Company Name
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Address
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City, State and Zip Code
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Telephone Number
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Company’s Fax Number
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Company’s Toll Free #
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Email Address
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Website
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Payment Address: (If different from above)
NOTE: Any assignment of proceeds must go through the City of Phoenix, Division of Accounts, formal assignment procedure. Please also refer to the Assignment Provision, item 5.2 of Section III - Standard Terms and Conditions.
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Name
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Address
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City, State and Zip Code
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ACCEPTANCE OF OFFER
The Offer is hereby accepted.
The Contractor is now bound to sell the materials or services listed by the attached Contract and based upon the Request for Proposal including all terms, conditions, specifications, amendments, etc. and the Contractor’s Offer as accepted by the City.
This Contract shall henceforth be referred to as Contract No. . The Contractor has been cautioned not to commence any billable work or provide any material or service under this Contract until Contractor receives purchase order, or contract documentation.
Awarded this ______ day of _____________, 2018.
CITY OF PHOENIX, a municipal corporation Attested City Clerk:
Ed Zuercher, City Manager
______________________________
Denise Olson, CFO
ATTACHMENT 1 – LIST OF POLICIES AND COUNT OF BONDS IN FORCE
Coverage Type:
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LIAB - Liability
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Aircraft Liability and Hull
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7/1/2018
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Commerce & Industry Ins Co (AIG)
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$50,000,000
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$113,368
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Police Aircraft Liability Insurance. Includes War Risk coverage. 2016 includes Hull for 2 A/C. Liability premium is: $46,323 and Hull Coverage is $67,045
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Airport Liability
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7/1/2018
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National Union Fire Ins. Co. of Pittsbgh
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$750,000,000
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$427,287
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Airport Liability - Primary Insurance, General agg deductible N/A. Includes $150M War Risk coverage. $750M Premises BI/PD CSL each occur. $750M Prod/Comp. Op. each occur/agg, Hangarkeepers Legal $750M, Persl. &Adv. Injury $50M, Fire L.L.$1M any one fire
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Cyber - Network Security
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7/1/2018
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AIG Specialty Insurance Co.
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$10,000,000
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$220,480
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Cyber - Network Security & Privacy Liability - Liability and Property covg - CLAIMS-MADE. $250,000 retention. Incl TRIA.
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Directors' & Officers' Liability
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7/1/2018
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Berkley Select/Carolina Casualty
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$1,000,000
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$579
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The Silent Witness, Inc. D&O - Claims-Made Policy
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Excess/ Umbrella
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7/1/2018
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Scottsdale Insurance Company
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$5,000,000 xs $1,000,000
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$5,996
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Excess / Umbrella for the Herberger Theater / PPAC. See underlying package policy.
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General Liability
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7/1/2018
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Gemini Insurance Co
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$1,000,000
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$20,991
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Canal Bank Liability policy - SRP is Addtl Insured. Incl TRIA.
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Public Entity Liability 1 - Excess
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7/1/2018
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Allied World Insurance Co.
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$1,000,000
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$609,169
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1st Layer Excess Public Entity Liability insurance. Incl TRIA. First $1M of Allied Public Entity's $10M layer. See Policy #5111-0050-02. Two policies make up the 1st $10M. Premium for all $10M is shown on 1st Layer.
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Public Entity Liability 1 - Excess
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7/1/2018
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Allied World National Assurance Co.
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$9,000,000
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$ Incl above
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1st Layer Excess Public Entity Liability insurance. Incl TRIA. Last $9M of Allied Public Risk's $10M layer. See Policy #5110-0041-02. Two policies make up the 1st $10M.
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Public Entity Liability 2 - Excess
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7/1/2018
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Lexington Ins. Co.
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$10,000,000 xs $10,000,000
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$451,846
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2nd layer Public Entity Excess 10M X 10M. Incl TRIA .
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Public Entity Liability 3 - Excess
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7/1/2018
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Colony Insurance Company
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$10,000,000 xs $20,000,000
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$270,900
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3rd Layer Public Entity Excess 10x20. Incl TRIA.
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Public Entity Liability 4 - Excess
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7/1/2018
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ACE USA (Westchester Fire Ins.)
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$25,000,000 xs $30,000,000
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$334,000
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4th layer Public Entity Excess 25 x 30 - This is now a Chubb company. Incl TRIA.
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Public Entity Liability 5 - Excess
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7/1/2018
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Arch Ins. Co.
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$15,000,000 xs $55,000,000
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$81,818
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5th layer Public Entity Excess 15 x 55. Incl TRIA.
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Public Entity Liability 6 - Excess
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7/1/2018
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Great American Insurance Co.
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$25,000,000 xs $70,000,000
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$125,000
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6th Layer Public Entity Excess 25x70. Incl TRIA.
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Public Entity Liability 7 - Excess
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7/1/2018
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AXIS Surplus Ins. Co.
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$25,000,000 xs $95,000,000
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$118,680
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7th Layer Public Entity Excess Liability 25 M x 95 M. Incl TRIA
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Public Entity Liability 8 - Excess
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7/1/2018
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Allied World National Assurance Co.
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$25,000,000 xs $120,000,000
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$114,511
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8th layer Public Entity Excess - 25 x 120. Incl TRIA.
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Public Entity Liability 9 - Excess
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7/1/2018
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BRIT Global Specialty
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$5,000,000 xs $145,000,000
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$52,632
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9th Layer Public Entity Excess 5x145. Incl TRIA.
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Coverage Type:
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PACK - Package Policy
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Liability and Property
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7/1/2018
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National Casualty Company
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$1,000,000
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$15,242
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Herberger Theater/PPAC General Liability, Crime, Employee Benefits Admin Liab & Liquor Liability, Business Auto, Contents & Equipment Breakdown, incl TRIA
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Coverage Type:
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PROP - Property Insurance
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Crime / Fidelity
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7/1/2018
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F & D of Maryland / Zurich
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$2,000,000
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$41,120
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Crime covg incl Faithful Perf for Gov't Employees. 3-yr policy, paid in 1st year- $13,706.66 annualized
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EDP Property
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7/1/2018
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Darwin National Assurance Co. / AWAC
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$202,300
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$1,763
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Headstart Program EDP Property Insurance.
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Property Insurance - Primary
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7/1/2018
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Lexington Ins. Co.
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$1,000,000,000
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$3,574,999
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Property & Boiler & Machinery insurance $1B Citywide. Includes TRIA.
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Coverage Type:
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WC - Workers' Compensation
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Workers Comp & Emp Liab 1 - Excess
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7/1/2018
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Safety National Casualty Corporation
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$75,000,000 xs $10,000,000
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$296,130
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City-wide Excess Workers' Compensation insurance. $10M SIR.
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SURETY BOND INFORMATION:
Coverage Type: BOND - Other Bonds
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Inception
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Carrier
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Limits
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Premium
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Description
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Fuel Distributor Bond
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11/18/2018
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F & D of Maryland / Zurich
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$450,000
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$5,625
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Liquid Use & Motor Vehicle Fuel Supplier Bond for material management, Finance Dept. Required by AZ Dept. of Transportation. Perpetual Bond - $5,625 premium paid in 16-17
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Bond -Public Official Bond
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10/16/2018
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F & D of Maryland / Zurich
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$20,000
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$270
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Public Official Bond for City Manager, Ed Zuercher. 3 yr Premium paid in FY 1718
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Bond -Public Official Bond
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1/18/2018
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F & D of Maryland / Zurich
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$5,000
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$270
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Public Official Bond for City Clerk. 3-year premium paid in FY 17/18
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Bond -Public Official Bond
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11/1/2018
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F & D of Maryland / Zurich
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$50,000
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$675
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Public Officials Bond for City Treasurer. Premium paid in FY 17/18. 3 yr premium paid in 1st yr.
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Bond -Public Official Bond
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5/15/2018
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F & D of Maryland / Zurich
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$5,000
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$270
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Bond for citizen member of Employee Retirement System Board. 3 -yr premium $270 paid in 1st yr of bond
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Bond -Public Official Bond
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5/30/2018
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RLI Ins. Co.- Other Bonds
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$5,000
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$270
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Public Official Bond for City Auditor. 3-year premium paid in first year.
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Bond -Workers' Compensation Self-Insured
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8/1/2018
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F & D of Maryland / Zurich
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$276,960
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$2,770
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WC self-insurance Guaranty Bond purchased for Transdev - ATC/Vancom of AZ, LP (formerly Veolia )
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COUNT OF NOTARY BONDS EXPIRING BEFORE 7-1-2024:
EXPIRING AFTER 7-1-2018: COST OF NOTARY PACKAGE $98
2018 – 51
2019 – 56
2020 – 98
2021 – 84
2022 – 58
2023 – none
COUNT OF CONDEMNATION BONDS IN FORCE: 5, may be 3 by end of year
The count and amount of condemnation bonds varies with City’s real estate activities. With the planned Light Rail extension, this number is expected to increase but cannot be guaranteed.
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