Okaloosa County BOCC — October 21, 2014 — TRILLION SUPPORTING DOCUMENTS — reading text

CONTRACT & LEASE INTERNAL COORDINATION SHEET Contract/Lease Number: Tracking Number: iC y { > {Y. - / A rook laa Grant Funded: YES_ = NO Contractor/Lessee Name: fiviatern — (ont ach. Purpose A’ fp Beat Carte ben Was Date/Term: Syeda Bipoashe 1. ip GREATER THAN $50,000 sora ee Te Rn Amount:__ 00,7 (an 2. L] GREATER THAN $25,000 Department: Ae 3. im $25,000 OR LESS Dept. Monitor Name Document has been reviewed and includes any attachments or exhibits. Purchasing Review Procurement requirements are met: Date: 8 -9-lt Joanne Kublik jrector or Designee Risk Management Review wi thy Cc howe Qo eg, a-map Appraved as-weritten: Kealhe _ pate, B~ DO— (Ut Manager or designee 7 County Attorney review See chenqe oy Approved as written: “ I AT Date: Svat T-4 Cotinfyttbrney ~ Gregory T. Stewart ~y Tok Aqveeds _ yee mall VY Following Okaloosa County approval: Contracts & Grants Document has been received: Date: Contracts & Grants Manager Joanne Kublik From: Krystal King Sent: Wednesday, October 01, 2014 11:19 AM To: Joanne Kublik Subject: RE: VPS--TRILLION CONTRACT “ [am good withthe changes made to this contract.” petal ling Okaloosa County Risk Management (850)689-5977 Fax (850)689-5973 Please note: Due to Florida's very broad public records laws, most written communications to or from County employees regarding County business are public records available to the public and media upon request. Therefore, this written email communication including your email address, may be subject to public disclosure. From: Joanne Kublik Sent: Wednesday, October 01, 2014 9:43 AM To: Greg Stewart; Lynn Hoshihara; Krystal King Subject: FW: VPS--TRILLION CONTRACT This is the agreement that has been going back and forth. Jon Morris has provided a new and improved version. Trillion is in agreement with the changes. Please review and let me know if you are ok with this document. | will send, under separate cover, the old document. Thanks, Jo Joanne Kublik, Contracts and Lease Coordinator Okaloosa County Purchasing Department 602-C North Pearl Street Crestview, Florida 32536 (850) 689-5960 jkublik@co.okaloosa.fl.us Please note: Due to Florida's very broad public records laws, most written communications to or from County employees regarding County business are public records, available to the public and media upon request. Therefore, this written e-mail communication, including your e-mail address, may be subject to public disclosure. From: Jon Morris Sent: Wednesday, October 01, 2014 8:40 AM To: Joanne Kublik; Jack Allen Cc: Dave Miner; Sunil Harman Subject: FW: VPS--TRILLION CONTRACT Jo, The clean copy is attached. You can see below that | addressed each of Trillion’s concerns and denied some as well. On page 8, | deleted the “job site” wording only with respect to COls. Joanne Kublik From: Greg Stewart Sent: Thursday, October 02, 2014 7:38 AM To: Joanne Kublik; Lynn Hoshihara; Krystal King Subject: RE: VPS--TRILLION CONTRACT rida Please note: Due to Florida's very broad public records laws, most written communications to or from County employees regarding County business are public records, available to the public and media upon request. Therefore, this written e-mail communication, including your e-mail address, may be subject to public disclosure. From: Joanne Kublik Sent: Wednesday, October @1, 2014 9:43 AM To: Greg Stewart; Lynn Hoshihara; Krystal King Subject: FW: VPS--TRILLION CONTRACT This is the agreement that has been going back and forth. Jon Morris has provided a new and improved version. Trillion is in agreement with the changes. Please review and let me know if you are ok with this document. I will send, under separate cover, the old document. Thanks, Jo Joanne Kublik, Contracts and Lease Coordinator Okaloosa County Purchasing Department 602-C North Pearl Street Crestview, Florida 32536 (858) 689-5960 jkublik@co.okaloosa.fl.us<mailto: jkublik@co.okaloosa.fl.us> Please note: Due to Florida's very broad public records laws, most written communications to or from County employees regarding County business are public records, available to the public and media upon request. Therefore, this written e-mail communication, including your e-mail address, may be subject to public disclosure. From: Jon Morris Sent: Wednesday, October 01, 2014 8:40 AM To: Joanne Kublik; Jack Allen Cc: Dave Miner; Sunil Harman Subject: FW: VPS--TRILLION CONTRACT Jo, The clean copy is attached. You can see below that I addressed each of Trillion’s concerns and denied some as well. On page 8, I deleted the “job site” wording only with respect to COIs. By Dan Benzon’s reply below, they are in agreement. Hope you can get in on the agenda with Zan for Oct 21, and I will be happy to attend for questions. Thanks, @ ACORD Qo CERTIFICATE OF LIABILITY INSURANCE DATE = (MM/DDIYYYY) 06/25/2014 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). RROOUCER, DAVID HEAD Head Insurance Group LP | PHONE CONTACT NAME: DAVID HEAD (alc, No, Ex; (512) 336-2929 (iG, No; (512) 336-2930 E-MAIL 201 S. Lakeline Blvd., #304 avpress; Gavidhead@headinsurancegroup.com CUSTOMER 1D + Cedar Park TX 78613- INSURER(S) AFFORDING COVERAGE NAIC # INSURED iwsureR A ‘Travelers Casualty Insurance Co Trillion Av LLC wsurer 8 :The Charter Oak Fire Insn Co 4301 WILLIAM CANNON DR INSURER ¢ : STE B-150, #293 INSURER D INSURER E Austin TX 78749- INSURER F : COVERAGES CERTIFICATE NUMBER: REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS INSR ADDL 'SUBR POLICY EFF POLICY EXP LTR TYPE OF INSURANCE INSR WvD POLICY NUMBER (MM/DDIYYYY) _ (MM/DDIYYYY) UMITS GENERAL LIABILITY Y 680-4740M104-13 07/01/2014 07/01/2015 eacy OCCURRENCE s 2,000,000 L DAMAGE TO RENTED 0 0001 XX COMMERCIAL GENERAL LIABILITY ae cf PREMISES (Ea occurrence) $ 300,000 A CLAIMS-MADE X OCCUR a7 te MED EXP (Any one person) $ 5,000] — ot ‘ft PERSONAL & ADVINJURY | $ 2,000,000 at ce GENERAL AGGREGATE is 4,000,000 GEN'L AGGREGATE LIMIT APPLIES PER te vos PRODUCTS - COMP/OP AGG $ 4,000,000 X_poucy SBS; Loc a a EXTCV 5 AUTOMOBILE LIABILITY 7 / / 7s COMBINED SINGLE LIMIT $ AiR 680-4740M104~-13 07/01/2014 07/01/2015 . E8.acciten) -_ —_ BODILY INJURY (Per person) A __| ALLOWNED AUTOS -_ op BODILY INJURY (Per accident) $ SCHEDULED AUTOS PROPERTY DAMAGE $ X prep autos ff a (Per accident) X Non-ownen autos cet cf EACH OCCURRANCE $ 2,000,000) af a GENERAL AGGREGATE $ 4,000,000 UMBRELLA LIAB OccuUR cr and EACH OCCURRENCE s EXCESS LIAB CLAIMS-MADE 44 St AGGREGATE $ : et yt $ DEDUCTIBLE /f¢ bod RETENTION WC STATU OTH: ‘ WORKERS COMPENSATION Lf fog x ORY LiNITS Ais AND TEMECOYERS: SARE YIN 07/01/2014 07/01/2015 ANY PROPRIETOR/PARTNER/EXECUTIVE IN UB 4947M99 9 11 E.L. EACH ACCIDENT $s 100,000 OFFICERMEMBER EXCLUDED? [] NIA / / / / B (Mandatory in NH) E.L. DISEASE - EA EMPLOYEE $ 100,000 DeSERIPTION OF OPERATIONS below nd ti EL DISEASE - POLICY LIMIT $ 500,000 A PROFESSIONAL LIABILITY IL PACP 4740M10 4 ACJ 11 11/01/2013 11/01/2014 — $1 000,000 PER CLAIM NOT a phi TO EXCEED $1,000,000 YR DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES {Attach ACORD 101, Additional Remarks Schedule, if more space is required) CERTIFICATE HOLDER CANCELLATION () m ( ) - SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. a P AUTHORIZED REPRESENTPTIVE ACORD 25 (2009/09) INS025 (200909) © 1988-2009 ACORD CORPORATION. All rights reserved. The ACORD name and logo are registered marks of ACORD