HomeMy WebLinkAboutCC Resolution 7617 (Insurance Consulting)RESOLUTION 7517
A RESOLUTION AUTHORIZING THE SIGNING
OF A CONTRACT WITH INSURANCE
CONSULTING ASSOCIATES, INC.
THE CITY COUNCIL OF THE CITY OF SAN RAFAEL RESOLVES as follows:
The MAYOR is authorized to execute, on behalf of the
City of San Rafael, a contract with INSURANCE CONSULTING ASSOCIATES,
INCORPORATED for liability claims administration, a copy of
which is hereby attached and by this reference made a part hereof.
I, JEANNE M. LEONCINI, Clerk of the City of San Rafael,
hereby certify that the foregoing resolution was duly and regularly
introduced and adopted at a regular meeting of the City Council
of said City held on Monday, the 21st day of September, 1987,
by the following vote, to wit:
AYES: COUNCILMEMBERS:Breiner, Frugoli, Nave, Willm, & Mayor Mulryan
NOES: COUNCILMEMBERS:None
ABSENT: COUNCILMEMBERS:None
JF NE_M. LEONCII�'I , City Clerk
SELF—INSURED CLAIMS MANAGEMEI'
AND LOSS CONTROL CONSULTING CONTRACT
THIS CONTRACT is made and entered into this 21�qt day of
September , 1987, by and between the CITY OF SAN RAFAEL, hereinafter
referred to as the City, and INSURANCE CONSULTING ASSOCIATES, INC., hereinafter
referred to as the Claims Administrator.
INSURANCE CONSULTING ASSOCIATES, INC. is licensed in California to provide
independent adjusting services. Its State License number is 0607524. It is a
California Corporation with Home Office located at 410 Petaluma Boulevard South,
Petaluma, California 94952; Telephone number: 707/778-1118. The Corporate Officers
are Ronald Blanquie, President; Michael Craig Patterson, Executive Vice President;
Daniel A. Blanquie, Vice President—Operations.
IT IS HEREBY AGREED by and between the parties signing this Contract. as
follows:
I. GENERAL
The City desires to have a unified claims management and loss control
service. INSURANCE CONSULTING ASSOCIATES, INC. is a Claims Management and
Consulting firm experienced in providing the requested services and is ready
and capable to perform such services for the City.
II. SERVICES
The Claims Administrator will assist the City in the management of the City's
liability claims program. The Claims Administrator will receive from the
City notice of cases which the City wishes to handle in—house and will record
those cases for Loss Run tracking purposes as described later in this Contract.
The Claims Administrator will receive from the City those cases for which the
City desires assistance in investigation, recommendations, negotiations,
settlement, reserving, and litigation management. Unless advised in writing
by the City that it should not handle a specific case as outlined below, the
Claims Administrator will initiate prompt investigations and attempt to
secure the cooperation and confidence of claimants and their attorneys.
The Claims Administrator will provide reports to the City with respect to
issues of fact, damages, and liability. It will provide recommendations with
respect to courses of action regarding settlement authority as provided by
the City. The Claims Administrator will negotiate with claimants and their
(1)
.{ ,_-
attorneys with the goal of securing a mutually—acceptable resolution
to any claim. The Claims Administrator will attempt to resolve cases
without litigation. If assignment of a case to defense counsel is necessary,
the Claims Administrator will make the assignment on behalf of the City
utilizing counsel selected by the City. Absent direction from the City
to the contrary, the Claims Administrator will attempt to secure open or
limited extentions of time on cases which it believes are likely to be
resolved more quickly, efficiently, and economically in that manner.
The Claims Administrator will receive and review all expense billings
related to pending cases which it is handling and, before issuing payment
on the City's Liability Trust Account, will secure any necessary supportive
documentation. Copies of all statements and invoices which are paid by the
Claims Administrator on the City's Trust Account will be forwarded to the
City along with check copies.
Releases of All Claims will be obtained from all claimants receiving
settlements from the City through the Claims Administrator, though
the City will be responsible for obtaining appropriate Releases on
settlements which it has negotiated and for which the Claims Administrator
may be requested to issue a check.
The Claims Administrator will perform Loss Control Analysis and Consulting
services for the City in a manner and to an extent agreed upon. The
Claims Administrator will make itself available for scheduled claim
reviews with City Management. The Claims Administrator will provide
to the City a monthly Loss Run of pending cases which are being handled
by the Claims Administrator or, upon receipt of information from the
City, which are being handled in—house by City personnel. The various
Summary sections of the Loss Run will include financial data and claims
inventory data concerning closed claims. The Claims Administrator
will encourage cooperative activity amongst any other firms providing
administration or consulting services for the City.
(2)
III. PAYMENT FOR SERVICES
The annual Computer Services Fee is $2.400.00. That fee covers the
cost of computer hardware, space on the system, and production of the
Loss Run Summary, Register, and Claims Analysis Reports. The Fee is
due in full at the inception of the contract, though, for the convenience
of the City, payments of $200.00 per month may be made toward any remaining
balance.
All activities related to the handling of specific claims and to the
providing of consulting services will be billed on a Time & Expense
basis, as follows:
Professional Services
*Based exclusively on time of
investigative, supervisory and
management personnel. No additional
charge, except as provided below,
for routine secretarial, telephone,
insurance, or office overhead.
Allocated Costs
Local Travel
Photocopy
Color Photography (35mm)
Statement Transcription
Posting Costs
Necessary Expenses
Computer Programming Costs
$49.00 per hour*
.40 per mile
.30 per page
1.75 per print
15.00 per hour
As Incurred
As Incurred
As Incurred
The Claims Administrator shall submit Statements on a monthly basis
showing an itemized breakdown by claim or by consulting activity.
Billings are payable upon presentation, with any unpaid item being
subject to a late charge of 1% per month imposed on the next billing
cycle.
There will be no charge for the Claims Administrator's time in reviewing
and/or responding to the City concerning incident reports which do
not involve any of the following factors:
o investigation by the Claims Administrator, &/or;
o contact with potential claimants or their attorneys, &/or;
o formal claims having been presented to the City, &/or;
o data entry into the Claims Administrator's computer
(3)
The Claims Administrator will enter data as provided by the City into
the Claims Administrator's computer on cases which the City is handling
in-house. A file Opening charge of $22.50 per file will be charged
in the same manner as if the Claims Administrator were to handle the
case. While there will be no charge for the Claims Administrator's
Claims Manager to review the initial materials submitted by the City
to the Claims Administrator concerning cases which the City is handling
in-house, and while there will be no charge for the Claims Manager
to prepare the computer input forms at the time of file opening or
to have an initial discussion with the City Attorney's Office regarding
reserves which the City wishes to establish, any additional services
by the Claims Administrator for review, discussion, or limited investigation
of City -managed claims will be billed at the Professional Services
Rate listed above.
IV. TERM
The term of this agreement shall be one year beginning September 10,
1987, and terminating at midnight, September 9, 1988. This Contract
may be terminated by either party for any reason upon thirty (30) days
written notice. The Contract may be renewed subject to renegotiation
of terms and conditions.
V. INDEPENDENT CONTRACTOR
It is expressly agreed between the parties signing this Contract that
the Claims Administrator shall have the status of an Independent Contractor
and shall not be deemed to be an officer, employee, or agent of the
City.
VI. OWNERSHIP OF FILES
It is agreed that the claims files maintained in the Claims Administrator's
offices are the property of the City. They may be reviewed by the City
upon reasonable notice and, upon termination of this Contract, possession
of the files will be transferred to the City which will pay the reasonable
costs of any activity associated with the transfer including, but not
limited to, the cost of photocopying in whole or in part any and all
claims files as required for the Claims Administrator to be in compliance
with any law pertaining to the maintenance of records by a licensed
adjusting firm.
(4)
VII. HOLD HARMLESS A110 INDEMNIFICATION
Each party hereto agrees to indemnify, hold harmless and defend the other,
its officers, agents, and employees from and against any and all claims,
demands, liability, costs and expenses of whatever nature, including
court costs and counsel fees arising out of injury, death or loss to
any person or persons, or loss of, or physical damage to, any property
resulting in any manner from the willful acts, or negligence of either
party, its agents, employees, licensees or guests in the making or
arising out of the performance of this agreement.
In the event it is determined by settlement or litigation that there
is a joint liability and/or responsibility of the parties for the settlement
or judgment, the parties hereto agree that the responsibility for payment
of such settlement or judgment shall be borne by the parties in proportion
to the share of fault as determined by the court or jury in case of
a judgment, and by agreement, or arbitration in the event that agreement
cannot be reached, in the case of a settlement. The parties further
agree hereunder that in those cases described under this paragraph
each said shall bear its own costs and attorney fees.
VIII. INSURANCE
The City and the Claims Administrator are aware that the Claims Administrator
presently carries $1,000,000 in errors and omissions, bodily injury,
personal injury, and property damage liability insurance and carries
statutory Workers Compensation coverages. The Claims Administrator
is unable in the current insurance market to make an unconditional
promise to procure and maintain professional liability insurance after
expiration of the present policy. The City and the Claims Administrator
agree that as long as it is commercially feasible to do so, the Claims
Administrator shall procure and maintain throughout the term of this
agreement and provide evidence of such coverage in an amount not less
than $1,000,000. The Claims Administrator agrees to advise the City
promptly in the event that it is unable to obtain professional liability
(5)
coverage. In such an event, the City and the Claims Administrator
each will have the right to invoke Section IV of this Contract, but
without the necessity of providing thirty day's written notice.
IX. DENIAL, COMPROMISE OR SETTLEMENT OF CLAIMS
It is agreed that the Claims Administrator will not settle any claim
within the City's Self—Insured Retention without having first received
settlement authority from the City. Settlement authority may be conveyed
orally or in writing. Likewise, it is agreed that the Claims Adminis—
trator will not settle any claim above the City's Self—Insured Retention
upon the authority of one or more of the City's excess layer insurors
without having brought the proposed settlement to the City Attorney's
Office for review by the City's Risk Management Group. The parties
agree that the Claims Administrator incurs no liability to the City
nor violates the language or the intent of this paragraph in the event
that one or more of the City's excess layer insurors settle one or
more cases without the active participation of the Claims Administrator.
Absent specific instructions to the contrary from the City, the Claims
Administrator is authorized to incur on behalf of the City defense
costs including, but not limited to attorney fees, court costs, charges
of court reporters, experts, technical analyses and reviews, medical
examinations, and related items as are necessary or appropriate in
the judgment of the Claims Administrator or the City's defense counsel
for the proper defense of any case. Further, the Claims Administrator
is expressly authorized to issue payment for such costs and for settlements
and judgments utilizing a designated Trust Account which is funded
and maintained by the City.
X. LIMITATION OF LIABILITY
It is mutually agreed by and between the parties signing this Contract
that the Claims Administrator will provide services utilizing good
faith efforts based upon its experience in claims management and consulting.
The Claims Administrator provides no warranty, express nor implied,
(6)
that its services will result in any specific outcome for any case or
any reduction in the frequency, severity, or cost of any liability
claim(s) nor any incidents giving rise to claims, no matter how caused.
It is further agreed that the Claims Administrator will assume no
responsibility for the conduct of any activity related to any claim
which is being handled in—house by the City. Those claims include,
but are not limited to, cases which show the name of the City in the
space for "Adjuster" in the Loss Runs. The Claims Administrator's
involvement in such cases will be limited to entry of data, including
reserves, provided by the City for inclusion into the Loss Runs. Likewise,
the Claims Administrator accepts no responsibility for the appropriateness
of reserves established by the City or for inadequacies in Loss Run
data occasioned by inaccurate or insufficient information being provided
by the City.
U. ARBITRATION
The City and the Claims Administrator agree to submit any claim arising
under this agreement to binding arbitration pursuant to the current
provisions of the California Code of Civil Procedure and any successor
statutes.
XII. RESPONSIBILITY FOR CLAIMS ADMINISTRATION FEES
It is agreed that the City is liable for payment of all services rendered
in accord with this Contract. Should the self—insured retention, the
deductible, or the annual aggregate applicable to a particular claim
or policy period be exceeded, the Claims Administrator's billings remain
the responsibility of the City, and the Claims Administrator is expressly
authorized to continue appropriate handling until it receives from
the City express written instructions to terminate any involvement
in the claim or grouping of claims.
(7)
XIII. TERMINATION OF SERVICES
The responsibility of the Claims Administrator to provide any services
terminates on the date that this Contract is terminated, whether or
not that date is the scheduled date or is earlier or later. Should
this Contract be terminated for any reason and should the City wish
the Claims Administrator to continue to handle any aspect of any claim
or grouping of claims, charges for any services so rendered will be
billed at the rates then in effect.
XIV. SPECIAL PROVISIONS
It is agreed that the first twenty—four (24) hours of consulting services
which the City requests to be performed by the Claims Administrator's
Executive Vice President will be provided without charge. It is agreed
that the Claims Administrator will impose no charge for special computer
reports which are requested by the City and which do not require special
programming.
CITY OF SAN RAFAEL
LAWRENCE E. MULRY N I'1a' or
Date 1 Y
Attest:
JJF M. L NCI , City lerk
Approved as to Form:
JGAR 'RA HIANTI, City At�or7y
INSURANCE CONSULTING ASSOCIATES, INC.
i
By: LL
Date MICHAEL CRAIG PATTERS�N
Executive Vice President
(8)