MACo/JPIA

 

 

               MONTANA ASSOCIATION OF COUNTIES

              JOINT POWERS INSURANCE AUTHORITY

                           2715 SKYWAY DRIVE

                         HELENA, MT 59602-1213

                          PHONE: 406-444-4370

                             FAX: 406-442-5238

                    E MAIL: macoim@maco.cog.mt.us

 

 

 

 

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                   SPECIAL DISTRICT APPLICATION

 

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                            PROPERTY AND CASUALTY INSURANCE FOR PUBLIC ENTITIES

Revised 12/05

 

 

                                  MACo/JPIA

                                         APPLICATION CHECKLIST

 

   NAMED INSURED______________________________________

 

     ____ All blanks completed;  (N/A) where not applicable

 

____ Application signed (signature by Chairman or Clerk) and dated by entity. 

                                 Original to be sent to MACo/JPIA.

 

____ Supplemental information as requested in Application - Is it included? 

               Please include an Accord for schedules and claims history.

 

     ____ Application legible and capable of being photocopied

 

     ____ Full details regarding previous carrier (Premiums, Deductibles, and Limits)

 

     ____ Fully completed claims information for last five (5) years

 

     ____ Property values current at 100% of replacement cost,

                  signed Statement of Values  (SOV)

 

     ____ Recent budget                    ________Adopted              _____Tentative

 

     ____ Premium level needed to write account (reasonable): ___________________

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

                                                   MACo /JPIA

                                    SPECIAL DISTRICT APPLICATION

 

 

NAMED INSURED:  ______________________________________________

 

ADDRESS:    ____________________________________________________

 

COUNTY:      ____________________________________________________

 

DESIGNATED RISK MANAGER ____________________________________

                                                               PHONE:(     ) ______________

 

SUBMITTING AGENCY:                                         PHONE:(      )______________

                                                               FAX:  (      )________________

 

ADDRESS:    ____________________________________________________

 

____________________________________________________

 

PRODUCER’S NAME: ____________________________________________

 

Effective Date:       _______________________________________________

 

MAINTENANCE DEDUCTIBLE:                                           OPTION:_____________

 

The information provided in this application is true and correct to the best of my knowledge.

 

Signed        ___________________________      Date  _____________________

Presiding Official

 

Signed        ___________________________    Date  ______________________

Agent or Broker

 

 


Please attach an Accord for schedules and claims history.

 

 

 

 

 

 

PROPERTY / PHYSICAL DAMAGE

INLAND MARINE / CRIME / BOILER & MACHINERY

 

QUESTIONNAIRE:

 

I.        PLEASE ATTACH A SIGNED STATEMENT OF VALUE (S.O.V.)

 

TOTAL VALUE SHOWN ON S.O.V.        $__________________________

 

II.       COVERAGE

Limits - Blanket Replacement Limit of $100,000,000 for Property Damage.

Earthquake and Flood Coverage are automatically provided by MACo/JPIA coverage.

 

III.      MAINTENANCE DEDUCTIBLE               $__________________________

 

IV.      ADDITIONAL PROPERTY / INLAND MARINE- QUESTIONNAIRE:

 

1.       Contractor’s equipment (attach schedule)

 

2.       EDP Equipment     ____Schedule                ____Part of Content

 

3.       Crime

Number of employees      ________________________

Number of elected or appointed officials required by law

         to be bonded          ________________________

 

4.        Boiler & Machinery Coverage needed    ____YES     ____NO

 

5.       Business Interruption Limit  $ ______________________

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

GENERAL LIABILITY QUESTIONNAIRE

 

I.        COVERAGE FORM:  Occurrence

 

II.       LIMITS OF LIABILITY

$750,000 / claim; $1,500,000 / occurrence

1)             $1,000,000 in the aggregate annually with respect to products

                  and completed operation /member

2)      $3,000,000 in the aggregate annually with respect to Section II coverage

         3)      Optional Liability limits   $5,000,000   Yes _____       No _____

                  Policy limited for federal and out-of-state claims  ____________

 

 

III.      MAINTENANCE DEDUCTIBLE         $___________________________

 

IV.      RATING WORKSHEET

A.     Population      _________________________

 

B.      Dams

1)      Purpose of Dam:           ____________________

2)      Date of last inspection    ____________________

3)      Passed inspection         ____________________

 

         C.     Budgeted Operating expenditures for the most recent fiscal year

                 

                  $ ____________________  (Please attach copy of budget)

 

 

 

 

 

 

 

 

 

 

 

 

PUBLIC OFFICIALS ERRORS & OMISSIONS QUESTIONNAIRE

 

I.        COVERAGE FORM:  CLAIMS - MADE

 

II.       LIMITS OF LIABILITY    $750,000 / claim;    $1,500,000 / occurrence

Optional Liability limits    $5,000,000   Yes _____      No _____

         Policy limited for federal and out-of-state claims.

 

III.      MAINTENANCE DEDUCTIBLE      $________________________________

 

IV.      RATING INFORMATION

A.  General Financial Information

 

YEAR                    TOTAL REVENUE             TOTAL EXPENDITURES

Most Recently

Complete Fiscal

Year _________

 

 

B.  Please provide a copy of the entity’s most recent budget.

 

C.            1. Has any person, former employee or job applicant made claim alleging unfair or improper treatment regarding hiring, remuneration, advancement or termination of employment? 

         ___Yes        ___No                  (If yes, please give details on separate page.)

 

2.    Have any disputes involving integration, segregation, discrimination,

         or violations of Civil Rights arisen?      

                  ___Yes         ___No         (If yes, please provide details.)            

 

3.    Do you follow a formal written grievance procedure for employee disputes/complaints?   

                  ___Yes         ___No

 

4.    Do you have knowledge or information of any incident or occurrence, which might give rise to any claim being made? ___Yes   ___No         (If yes, please provide details.)   

 

Prior acts coverage is subject to confirmation of continuous claims made coverage in force for the retroactive period @ $1,000,000 + limit, with all incidents likely to result in a claim having been reported to the prior carrier.

 

Retro Date: ____________________________________

AUTOMOBILE LIABILITY QUESTIONNAIRE

 

I.        COVERAGE FORM:  Occurrence

 

II.       LIMITS OF LIABILITY     $750,000 / claim; $1 500,000 / occurrence

Optional Liability limits   $5,000,000   Yes _____       No _____

         Policy limited for federal and out-of-state claims.

 

III.      MAINTENANCE DEDUCTIBLE               $_____________

 

IV.      SUMMARY OF VEHICLES     See definitions of each class of vehicle.

 

VEHICLES                                        NUMBER OF UNITS

1.       Private Passenger (PP)                                 _______

2.       Light / Medium Trucks (LMT)                          ­ _______

3.       Heavy Trucks (HVY)                                    _______

4.       X-Heavy Trucks (XHVY)                                  _______

5.       Other Buses                                                _______

6.       Police/ Sheriff                                              _______

7.       Ambulance                                                  _______

8.       Jet skis                                                       _______

9.       Snowmobiles                                            _______

10.     Tugboats/Ferries                                          _______

11.     ATVs                                                          _______

12.     Other                                                           _______

 

Total Vehicle Count                                       _________

 

 

                                                  DEFINITIONS

1.              All private passenger vehicles excluding police and sheriff vehicles,

         4-wheel drive vehicles such as Jeeps, Broncos, Blazers, etc.

 

2.       GVW <20,000 includes vans, pick-ups and the aforementioned 4-wheel drive vehicles

 

3.       GVW 20,001 - 45,000 includes dump trucks

 

4.       GVW> 45,000 includes fire trucks, garbage trucks, and tractor-trailers

 

5.       Seating capacity > 8 includes shuttle buses.

 

6.       All off road vehicles either 3 or 4 wheels.

 

V.    Please provide a vehicle schedule including a description of the vehicle as attached and actual cash values.