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HomeMy WebLinkAbout5632September 30, 2016 Ms. Patty Lent Mayor City of Bremerton 345 6th St., Suite 600 Bremerton, WA 98337 Dear Mayor Lent: Thank you for your confidence in Prothman to assist the City of Bremerton in the recruitment for its next Director of Financial Services. The following represents a scope of work for this search and associated professional fees and expenses. SCOPE OF SERVICES Project Review The first step will be to review the following topics: ♦ Review the scope of work and project schedule ♦ Identify the geographic scope of the search (local, regional or national) ♦ Review the compensation package and decide if a salary survey is needed ♦ Identify key stakeholders Information Gathering and Research We will travel to Bremerton and spend as much time as it takes to learn everything we can about your organization. Our goal is to thoroughly understand the values and culture of the City, as well as the preferred qualifications you desire in your next Director of Financial Services. We will: ♦ Meet with the Mayor ♦ Meet with the HR Director ♦ Meet with Finance Department Staff ♦ Meet with other stakeholders as directed ♦ Review all documents related to the position Position Profile Development We will develop a profile of your ideal candidate. Once the Position Profile is written and approved, it will serve as the foundation for our determination of a candidate's "fit" within the organization and community. Profiles include the following: ♦ A description of the ideal candidate's qualifications • Years of related experience and education required • Ideal personality traits and work habits ♦ Organization -specific information • Description of the organization, position and key responsibilities • Priorities and challenges facing the organization ♦ Community -specific information • Overview of the region • Description of the environment and quality of life details ♦ Compensation package details ♦ Information on how to apply 206.368.0050 • 371 NE Gilman Blvd., Suite 310 Issaquah, WA 98027 ® www.prothman.com Recruitment and Advertising Strategy We recognize that often the best candidates are not actively looking for a new position --this is the person we want to reach and recruit. We have an aggressive recruitment strategy which involves the following: ♦ Print and Internet -based Ads placed nationally in professional publications, journals and on related websites. ♦ Direct Mail Recruitment Brochures sent directly to hundreds of highly qualified finance professionals who are not actively searching for a new position. ♦ Direct Contact Calls placed directly to candidates that we know. ♦ Posting the Position Profile on the Prothman Website, which receives thousands of hits per month. Candidate Screening Once the application deadline has passed, we will conduct an extensive candidate review designed to gather detailed information on the leading candidates. The screening process has 4 key steps: 1) Application Review: Using the Position Profile as our guide, we will screen the candidates for qualifications based on the resumes, applications, and supplemental questions (to determine a candidate's writing skills, analytical abilities and communication style). After the initial screening, we take the yes's and maybe's and complete a second screening where we take a much deeper look into the training, work history and qualifications of each candidate. 2) Personal Interviews: We will conduct in-depth videoconference or in-person interviews with the top 8 to 15 candidates. During the interviews, we ask the technical questions to gauge their competency, and just as importantly, we design our interviews to measure the candidate's fit within your organization. 3) Internet Publication Background Search: We conduct an internet publication search on all semifinalist candidates prior to their interviews. If we find anything out of the ordinary, we discuss this during the initial interview and bring this information to you. 4) Work Session: We will prepare and send to you a detailed summary report and binder which includes each candidate's application materials and the results of the personal interviews and publication search. We will travel to Bremerton and advise you of the candidates meeting the qualifications, our knowledge of them, and their strengths and weaknesses relative to fit within your organization. We will give you our recommendations and then work with you to identify the top 4 to 6 candidates to invite to the final interviews. We will discuss the planning and design of the final interview process during this meeting. Final Interview Process The design of the final interviews is an integral component towards making sure that all stakeholders have the opportunity to learn as much as possible about each candidate. ♦ Elements of the design process include: • Deciding on the Structure of the Interviews We will tailor the interview process to fit your needs. It may involve using various interview panels or one-on-one interviews with the decision makers. • Deciding on Candidate Travel Expenses We will help you identify which expenses your organization wishes to cover. • Identifying Interview Panel Participants & Panel Facilitators We will work with you to identify the participants of different interview panels to ensure that all stakeholders identified have been represented. ♦ Background Checks In addition to the internet background search, prior to the final interviews, we will conduct a background check on each of the finalist candidates. Background checks include the following: • References We conduct 6-8 reference checks on each candidate. We ask each candidate to provide names of their supervisors, subordinates and peers for the last several years. • Education Verification, Criminal History, Driving Record and Sex Offender Check We contract with Sterling and conduct a criminal history, driving record and sex offender check on each candidate in the states in which they have worked. ♦ Candidate Travel Coordination For those candidates who will be traveling to the final interviews, we work with the candidates to organize the most cost effective travel arrangements. ♦ Final Interview Binders We will provide Final Interview Binders. They are the tool that keeps the final interview process organized and ensures that all interviewers are "on the same page" when it comes to evaluating each candidate. ♦ Final Interviews with Candidates We will travel to Bremerton and facilitate the interviews. The interview process usually begins with a morning briefing where schedule and process will be discussed with all those involved in the interviews. Each candidate will then go through a series of one-hour interview sessions, with an hour break for lunch. ♦ Panelists & Decision Makers Debrief After the interviews are complete, we will facilitate a debrief with all panel participants where the panel facilitators will report their panel's view of the strengths and weaknesses of each candidate interviewed. The decision makers will also have an opportunity to ask panelists questions. ♦ Candidate Evaluation Session After the debrief we will facilitate the evaluation process, help the decision makers come to consensus, discuss next steps, and organize any additional candidate referencing or research if needed. ♦ Facilitate Employment Agreement Once the top candidate has been selected, we will offer any assistance needed in developing a letter of offer and negotiating terms of the employment agreement. Warranty Repeat the Recruitment: If you follow our process and a top candidate is not chosen, we will repeat the recruitment with no additional professional fee, the only cost would be the expenses. FEE, EXPENSES & GUARANTEE Professional Fee The fee for conducting a Director of Financial Services recruitment with a one- year guarantee is $17,500, plus expenses. The professional fee covers all Prothman consultant and staff time required to conduct the recruitment. This includes all correspondence and all on-site meetings MAN 3 with the client, writing and placing the recruitment ads, development of the candidate profile, creating and sending invitation letters, reviewing resumes, coordinating and conducting semifinalist interviews, coordinating and attending finalist interviews, coordinating candidate travel, professional reference checks on the finalist candidates and all other search related tasks required to successfully complete the recruitment. Expenses Expenses vary depending on the design and geographical scope of the recruitment. We work diligently to keep expenses at a minimum and keep records of all expenditures. The City of Bremerton will be responsible for reimbursing expenses Prothman incurs on your behalf. Expense items include but are not limited to: ♦ Newspaper, trade journal, websites and other advertising (approx. $900 - 1,600) ♦ Direct mail announcements (approx. $1,600 — 2,100) ♦ Final Interview Binders & printing of materials (approx. $400 - 600) ♦ Delivery expenses for Interview Binders (approx. $100 - 250) ♦ Consultant travel — mileage at IRS rate, travel time at $50 per hr ♦ Background checks performed by Sterling (approx. $175 per candidate) ♦ Any client -required licenses, fees or taxes ♦ Candidate travel: We cannot approximate candidate travel expenses because they vary depending on the number of candidates, how far the candidates travel, length of stay, if spouses are included, etc. If you wish, we will coordinate and forward to your organization the candidates' travel receipts for direct reimbursement to the candidates. A 3% charge will be added to all expenses which reflects City of Issaquah and State B&O tax obligations that we pay for every dollar we invoice, including expenses. Professional fees are billed in three equal installments throughout the recruitment. Expenses are billed monthly. ADDITIONAL CANDIDATE SELECTION This contract provides that the client shall hire one (1) candidate from the applicant pool. Should the client wish to hire a second applicant identified by this search, there will be an additional fee. Prothman retains ownership of all application materials submitted by the applicants. GUARANTEE Our record of success in placing highly qualified candidates provides that Prothman will guarantee that if the selected finalist is terminated or resigns within one year from the employment date, we will conduct a replacement search with no additional professional fee, your only cost would be the expenses; on the conditions that Prothman has conducted a full recruitment process and the position has been recruited at market rate salary. CANCELLATION You have the right to cancel the search at any time. Your only obligation would be the fees and expenses incurred prior to cancellation. Accepted by: CITY OF BREMERTON Chalotte Belmore Date Human Resources Manager PROTHMAN 9/30/2016 Sonjff Prothman Date Vice President 4 PROTH-1 OP ID: 1NDT �®�' �.� CERTIFICATE OF LIABILITY INSURANCE DATE (MMIDDIYYYY) F0E(MMID016 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY ,THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(les) must be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). PRODUCER Brown & Brown of WA, Inc (R&N) 1501 4th Avenue, Suite 2400 Seattle, WA 98101 Brown & Brown of WA CONTACT Naomi Takata PHONE FAX IC No): c No ExtI: 206-676-8117 AIC' E-MAILss ADD : ntakata@bnbseattle.com X COMMERCIAL GENERAL LIABILITY INSURER(S) AFFORDING COVERAGE NAIC # INSURER A : Hartford Casualty Insurance Co 29424 INSURED The Greg Prothman Company 371 NE Gilman Blvd S#350 INSURER B : Philadelphia Indemnity Co Issaquah, WA 98027 INSURER C : INSURER D: Hartford AM Best: A XV 52SBAVW2854 INSURER E: Philadelphia AM Best: A XV 02/01/2017 INSURER F: MED EXP (Any one person) $ 10,000 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 LTR TYPE OF INSURANCE AD IND WVD POLICY NUMBER POLICY EFF MM/DD/YYYY POLICY EXP MM/DD/YYYY LIMITS A X COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE $ 2,000,000 CLAIMS -MADE TOCCUR X 52SBAVW2854 0210112016 02/01/2017 DAMAGET RENTED 300,000 PREMISES Ea occurrence $ MED EXP (Any one person) $ 10,000 PERSONAL & ADV INJURY $ Exclude GENT AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $ 4,000,000 X POLICY 7] PRO ❑ LOC JECT PRODUCTS - COMP/OP AGG $ 4,000,000 $ OTHER: AUTOMOBILE LIABILITY (CE, OMBINED ccidentSINGLE LIMIT $ 2,000,000 a BODILY INJURY (Per person) $ A ANY AUTO 52SBAVW2854 02/01/2016 0210112017 BODILY INJURY (Per accident) $ ALL OWNEDSCHEDULED AUTOS AUTOS X HIRED AUTOS X NON -OWNED AUTOS PROPERTY DAMAGE $ Per accident UMBRELLA LAB HCLAIMS-MADE OCCUR EACH OCCURRENCE $ AGGREGATE $ EXCESS LIAR DED RETENTION $ $ A WORKERS COMPENSATION AND EMPLOYERS' LIABILITY ANY PROPRIETOR/PARTNER/EXECUTIVE Y!N OFFICERIMEMBER EXCLUDED? ❑ (Mandatory in NH) N / A 52SBAVW2854 WA STOP GAP 02/01/2016 02/01/2017 PER OTH- STATUTE I X I ER E.L. EACH ACCIDENT $ 1,000,000 E.L. DISEASE - EA EMPLOYEE $ 1,000,00 E.L. DISEASE - POLICY LIMIT 1. $ 1,000,000 If yes, describe under DESCRIPTION OF OPERATIONS below - - - B Professional Liab. PHSD1082069 09/26/2015 09/26/2016 Limit 1,000,000 Claims Made RETRO DATE 12/17/2002 Retention 5,000 DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) CFRTIFICATF HOLDER CANCELLATION @ 1988-2014 ACORD CORPORATION. All rights reserved. ACORD 25 (2014/01) The ACORD name and logo are registered marks of ACORD SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE City of Bremerton THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. Attn:Risk Manager Attn:Becky Hasart/Fin Svcs Dir 345 6th Street, Suite 600 Bremerton, WA 98337x` AUTHORIZED REPRESENTATIVE r �• @ 1988-2014 ACORD CORPORATION. All rights reserved. ACORD 25 (2014/01) The ACORD name and logo are registered marks of ACORD -W PROTH-1 OP ID: 1JB 11*. `og -CERTIFICATE OF LIABILITY INSURANCE �-�'� DATE 09/28/2016 09/MM/2016' fHIS 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). PRODUCER Brown & Brown of WA, Inc (R&N) 1501 Suite 2400 CONTACT Joann Beyer PHONE FAX Ell: 206-388-0784 NC,No SeattleWA 98101BErGIE®Ogg. t Brown &Brown of WA ADDRESS:jbeyer@bnbseaftle.com oR OCT3 2016 O C ( ® INSURER(S) AFFORDING COVERAGE NAIC # INSURER A: Hartford Casualty Insurance Co 29424 INSURED The Greg Prothman Company 371 NE Gilman Blvd S#350 of Bremerton Issaquah, WA 98027 City Risk Management INSURER B: Philadelphia Indemnity Co INSURER C INSURER D : Hartford AM Best: A XV INSURER E: Philadelphia AM Best: A XV INSURER F: 02/01/2016 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'HERBN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR LTR TYPE OF INSURANCE ADSL SUB POLICY NUMBER EFF MM/DDPOLICY/YYYY POLICY EXP MM/DD/YYYY LIMITS A X COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE $ 2,000,00 CLAIMS -MADE FRIOCCUR X 52SBAVW2854 02/01/2016 02/01/2017 DAMAGE TO RENTEff- PREMISES Ea occurrence $ 300,00 MED EXP (Any one person) $ 10,00 PERSONAL & ADV INJURY $ Exclude GEN'LAGGREGATE LIMIT APPLIES PER : GENERAL AGGREGATE $ 4,000,00 X POLICY ❑ JE 7 LOC PRODUCTS - COMP/OP AGG $ 4,000,00 $ OTHER: AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT $ 2,000 00 Ea accident BODILY INJURY (Per person) $ A ANY AUTO 52SBAVW2854 02101/2016 02/01/2017 ALL OWNED SCHEDULED AUTOSAUTOS BODILY INJURY (Per accident) $ X NON -OWNED HIRED AUTOS X AUTOS PROPERTY DAMAGE Per accident $ UMBRELLA LIAB OCCUR EACH OCCURRENCE $ AGGREGATE $ EXCESS LIAR CLAIMS -MADE DED I I RETENTION $ $ A WORKERS COMPENSATION AND EMPLOYERS' LIABILITY YIN N ANY PROPRIETOR/PARTNER/EXECUTIVE 62SBAVW2854 02/01/2016. 02/01/2017 PEROTH- STATUTE X ER E.L. EACH ACCIDENT $ 1,000,00 OFFICER/MEMBER EXCLUDED? ' ❑ (Mandatory in NH) NIA WA STOP GAP E.L. DISEASE - EA EMPLOYEE $ 1,000,00 If yes, describe under DESCRIPTION OF OPERATIONS below E.L. DISEASE - POLICY LIMIT $ 1,000,00 B Professional Liab. PHSD1082069 09/26/2016 09/26/2017 Limit 1,000,00 Claims Made RETRO DATE 12117/2002 Retention 5,00 DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) PROFESSIONAL SERVICES CONTRACT. Employment agency - specializing in State and local government CERTIFICATE HOLDER CANCELLATION © 1988-2014 ACORD CORPORATION. All rights reserved. ACORD 25 (2014/01) The ACORD name and logo are registered marks of ACORD SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE City CI Of Bremerton THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. Attn: Risk Manager Attn:Becky Hasart/Fin Svcs Dir 345 6th Street, Suite 600 Bremerton, WA 98337 AUTHORIZED REPRESENTATIVE © 1988-2014 ACORD CORPORATION. All rights reserved. ACORD 25 (2014/01) The ACORD name and logo are registered marks of ACORD '`Co31 , d PROTH-1 OP ID: 1JB A4CC7R15 'll CERTIFICATE OF LIABILITY INSURANCE DATE (MMIDDIYYYY) F01/10/2017 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). PRODUCER Brown & Brown of WA, Inc (R&N) 1501 4th Avenue, Suite 2400 Seattle, WA 98101 Brown &Brown of WA CONTACT Joann Beyer PHONEFAX IC No): o Ext : 206-388-0784 AIC, a No. E-MAIL ADDRESS: JbeYe r@bnbseattle.com X COMMERCIAL GENERAL LIABILITY DECEIVED INSURERS) AFFORDING COVERAGE NAIC # INSURER A: Hartford Casualty Insurance Co 29424 INSURER B: Philadelphia Indemnity Co INSURED The Greg Prothman Company1 371 NE Gilman Blvd S#310 ,IAN 13 201/ Issaquah, WA 98027 INSURER C : INSURER D: Hartford AM Best: A XV City of Bremerton ?isk Management INSURER E: Philadelphia AM Best: A XV 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 LTR TYPE OF INSURANCE A I U WVD POLICY NUMBER POLICY EFF MMIDDIYYYY POLICY EXP MMIDD/YYYY LIMITS A X COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE $ 2,000,00 CLAIMS -MADE Fx1 OCCUR X 52SBAVW2854 02/01/2017 02/01/2018 DAMAGE 0 RENTED 300,00 PREMISES Ea occurrence $ MED EXP (Any one person) $ 10,00 PERSONAL & ADV INJURY $ Exclude GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $ 4,000,00 X POLICY F—] PROJECT E] LOC PRODUCTS - COMP/OP AGG $ 4,000,00 $ OTHER: AUTOMOBILE LIABILITY COEaMBINED ccident SINGLE LIMIT $ 2,000 00 a BODILY INJURY (Per person) $ A ANY AUTO 52SBAVW2854 02/01/2017 02/01/2018 ALL OWNED SCHEDULED AUTOS AUTOS BODILY INJURY (Per accident) $ PROPERTY DAMAGE $ Per accident X X NON -OWNED HIRED AUTOS AUTOS UMBRELLA LIAB HCLAIMS-MADE OCCUR EACH OCCURRENCE $ AGGREGATE $ EXCESS LAB DED I I RETENTION $ $ A WORKERS COMPENSATION AND EMPLOYERS' LIABILITY ANY PROPRIETOR/PARTNER/EXECUTIVE YIN OFFICER/MEMBER EXCLUDED) ❑ (Mandatory in NH) NIA 52SBAVW2854 WA STOP GAP 02/01/2017 02/01/2018 SPER OTH- TATUTE X ER E.L. EACH ACCIDENT $ 1,000,00 E.L. DISEASE - EA EMPLOYE $ 1,000,00 If yes, describe under DESCRIPTION OF OPERATIONS below E.L. DISEASE - POLICY LIMIT I $ 1,000,00 B Professional Liab. PHSD1183833 09126/2016 09126/2017 Limit 1,000,00 Claims Made RETRO DATE 12117/2002 Retention 5,00 DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) PROFESSIONAL SERVICES CONTRACT. Employment agency - specializing in State and local government CERTIFICATE HOLDER CANCELLATION © 1988-2014 ACORD CORPORATION. All rights reserved. ACORD 25 (2014/01) The ACORD name and logo are registered marks of ACORD SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE City of Bremerton THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. Attn:Risk Manager Attn:Becky Hasart/Fin Svcs Dir 345 6th Street, Suite 600 Bremerton, WA 98337 AUTHORIZED REPRESENTATIVE © 1988-2014 ACORD CORPORATION. All rights reserved. ACORD 25 (2014/01) The ACORD name and logo are registered marks of ACORD NOTEPAD. HOLDER CODE INSUREDS NAME The Greg Prothman Company PROTH-1 OP ID: 1JB y of Bremerton is additional insured, only to the extent indicated of h policy language and endorsements. Additional Insured does not apply Professional Liability PAGE 2 Date 01/1012017 ACOR'15" I CERTIFICATE OF LIABILITY INSURANCE DATE (MM/DDNYYY) TYPE OF INSURANCE 09/14/2017 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). PRODUCER pp CONTACT NAME: Joann Beyer PHONE FAX c No): A/c No Ext): 206-388-0784 AIC, Brown &Brown of WA, Inc (R8,N) ��/1BC��� i! / 1501 4th Avenue, Suite 2400 ll ADDRESS: jbeyer@bnbspattle.com Seattle, WA 98101 Brown & Brown of WA 2017 SEP 18 INSURERS) AFFORDING COVERAGE NAIC # PERSONAL & ADV INJURY $ Exclude INSURER A: Hartford Casualty Insurance Co 29424 INSURED The Greg Prothman CompanyertOf� Brem INSURER B: Philadelphia Indemnity Co C 371 NE Gilman Blvd S#310 City of Issaquah, WA 98027INSURER s office INSURER D: Hartford AM Best:IA XV City Attorney INSURER E: Philadelphia AM Best: A XV INSURER F: I 02101/2017 COVERAGES CERTIFICATE NUMBER: I REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THEIINSURED 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 LTR TYPE OF INSURANCE ADDL SUB POLICY NUMBER POLICY EFF MM DD/YYYY POLICY EXP MMIDDNYYY LIMITS A X COMMERCIAL GENERAL LIABILITY CLAIMS -MADE OCCUR X 52SBAVW2854 02/01/2017 02/01/2016 EACH OCCURRENCE $ 2,000,00 PREMISES Ea occurrence $ 300,00 MED EXP (Any one person) $ 10,00 PERSONAL & ADV INJURY $ Exclude GEN'L AGGREGATE LIMIT APPLIES PER: X POLICY E1PEC LOC OTHER: GENERAL AGGREGATE $ 4,000,00 PRODUCTS - COMP/OP AGG $ 4,000,00 $ A AUTOMOBILE X LIABILITYI ANY AUTO ALL OWNED SCHEDULED AUTOS AUTOS X NON -OWNED HIRED AUTOS AUTOS 62SBAVW2854 02101/2017 02/01/2018 COMBINED SINGLE LIMIT Ea accident $ 2,000,00 BODILY INJURY (Per person) $ BODILY INJURY (Per accident) $ PROPERTY DAMAGE $ Per accident $ UMBRELLA LIAB EXCESS LIAB OCCUR CLAIMS -MADE EACH OCCURRENCE $ AGGREGATE $ DED I I RETENTION $ $ A WORKERS COMPENSATION AND EMPLOYERS' LIABILITY ANY PROPRIETOR/PARTNER/EXECUTIVE Y/N OFFICERIMEMBER EXCLUDED? ❑ (Mandatory in NH) If yes, describe under DESCRIPTION OF OPERATIONS below N / A 52SBAVW2854 WA STOP GAP 02/01/2017 02/01/2018 PER OTH- STATUTE X ER E.L. EACH ACCIDENT $ 1,000,00 — - E.L. DISEASE - EA EMPLOYEE $ — 1,000,00 E.L. DISEASE - POLICY LIMIT $ 1,000,00 B Professional Liab. Claims Made PHSD1270590 RETRO DATE 09/26/2017 12/17/2002 09/26/2018 Limit 1,000,00 Retention 5,00 DESCRIPTION OF OPERATIONS I LOCATIONS I VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space PROFESSIONAL SERVICES CONTRACT. Employment agency - specializing in State and local government is required) CERTIFICATE HOLDER rANrFI I ATInN ©1988-2014 ACORD CORPORATION. All rights reserved. ACORD 25 (2014/01) The ACORD name and logo are registered marks of ACORD i SHOULD ANY OF THEiABOVE DESCRIBED POLICIES BE CANCELLED BEFORE City of Bremerton THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN THE Attn:Risk Manager ACCORDANCE WITH POLICY PROVISIONS. Attn:Becky Hasart/Fin Svcs Dir 345 6th Street, Suite 600 Bremerton, WA 98337 AUTHORIZED REPRESENTATIVE n CVVI ©1988-2014 ACORD CORPORATION. All rights reserved. ACORD 25 (2014/01) The ACORD name and logo are registered marks of ACORD NOTEPAD. HOLDER CODE PROTH-1 PAGE 2 INSURED'S NAME The Greg Prothman Company OP ID: UB Date 09/14/2017 City of Bremerton is additional insured, only to the extent indicated of such policy language and endorsements. Additional Insured does not apply to Professional Liability