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Contract_PFM_Kittitas_County_executed
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12. December
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2023-12-19 10:00 AM - Commissioners' Agenda
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Contract_PFM_Kittitas_County_executed
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Last modified
12/14/2023 12:16:17 PM
Creation date
12/14/2023 12:15:30 PM
Metadata
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Meeting
Date
12/19/2023
Meeting title
Commissioners' Agenda
Location
Commissioners' Auditorium
Address
205 West 5th Room 109 - Ellensburg
Meeting type
Regular
Meeting document type
Supporting documentation
Supplemental fields
Item
Request to Approve a Resolution Acknowledging an Extension of the Professional Services Agreement between the Kittitas County Treasurer's office and PFM Financial Advisors, PLLC
Order
2
Placement
Consent Agenda
Row ID
112272
Type
Resolution
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EXHIBITC <br />INSURANCE <br />PFM Financial Advisors LLC ("PFM")has a complete insurance program,including property, <br />casualty,comprehensive general liability,automobile liability and workers compensation.PFM <br />maintains professional liability and fidelity bond coverages which total $25 million and $10 million, <br />respectively.PFM also carries a $2 million cyber liability policy. <br />Our Professional Liability policy is a "claims made"policy and our General Liability policy claims <br />would be made by occurrence. <br />Deductibles/SIR: <br />Automobile $250 comprehensive &$500 collision <br />Cyber-Liability $50,000 <br />General Liability $0 <br />Professional Liability (E&O)$1,000,000 <br />Financial Institution Bond $75,000 <br />Insurance Company &AM Best Rating <br />Professional Liability (E&O):Endurance American Specialty Insurance;(A:XV) <br />XL Specialty Insurance Company;(A:XV) <br />Continental Casualty Company,(A:XV) <br />Start Indemnity &Liability Company;(A:XIV) <br />Financial Institution Bond:Federal Insurance Company;(A++/XV) <br />Cyber Liability:Indian Harbor Insurance Company (A) <br />General Liability:Great Northern Ins.Company;(A++/XV) <br />Automobile Liability:Federal Insurance Company;(A++/XV) <br />Excess /Umbrella Liability:Federal Insurance Company;(A++/XV) <br />Workers Compensation&Employers Liability Pacific Indemnity Company;(A++/XV) <br />10
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