HomeMy Public PortalAbout011-2020 - HR - Wayne County Insurance Services - Property & Liabilty, Risk Management & Workers CompPROFESSIONAL CONSULTING SERVICES AGREEMENT
THIS AGREEMENT made and entered into this 0 day of 4r61 11 , 2020, and referred to
as Contract No. 11-2020, by and between the City of Richmond, Indiana, a municipal corporation
acting by and through its Board of Public Works and Safety (hereinafter referred to as the "City")
and Wayne County Insurance Services, I Glen Miller Parkway, Richmond, Indiana, 47374
(hereinafter referred to as the "Contractor").
SECTION I. STATEMENT AND SUBJECT OF WORK
City hereby retains Contractor to provide professional consultation and insurance brokerage services
in connection with Property and Liability, Risk Management, and, Workers' Compensation for the
City of Richmond, Indiana, for the 2020 and 2021 calendar years.
The_proposal of Contractor and related Business Associate Agreement is attached hereto as Exhibit
"A", which Exhibit consists of ten (10) pages, and is hereby incorporated by reference and made a
part of this Agreement. Contractor shall perform all work and provide all services described .on
Exhibit "A."
Should any provisions, terms, or conditions contained in any of the documents attached hereto as
Exhibits, or in any of the documents incorporated by reference herein, conflict with any of the
provisions, terms, or conditions of this Agreement, this Agreement shall be controlling.
Contractor shall perform all work herein in a timely manner, conforming to all applicable
professional standards.
The Contractor shall furnish all labor, material, equipment, and services necessary for the proper
completion of all work specified.
No performance of services shall commence until the following has been met:
1. The City is in receipt of any required certificates of insurance;
2. The City is in receipt of any required affidavit signed by Contractor in
accordance with Indiana Code 22-5-1.7-11(a)(2); and
3. A purchase order has been issued by the Purchasing Department.
SECTION II. STATUS OF CONTRACTOR
Contractor shall be deemed to be an independent contractor and is not an employee or agent of the
City of Richmond. The Contractor shall provide, at its own expense, competent supervision of the
work.
Contract No. 11-2020
Page 1 of 6
SECTION III. COMPENSATION
City shall pay Contractor a total amount not to exceed One Dollar and Zero Cents ($1.00), which
amount is acknowledged by Contractor to be received and' paid in full, and which amount is
considered and deemed by the parties to be adequate, good, and valuable consideration for purposes
of this Agreement. Standard commissions shall be accepted by Contractor as set forth on Exhibit A.
Specifically, Contractor is paid on a nine percent (9%) commission basis from third party
administrators as further outlined in Exhibit A, which exhibit includes compensation disclosure
provisions. Said commission shall be deemed adequate, good, and valuable consideration for
purposes of this Agreement.
SECTION IV. TERM OF AGREEMENT
This Agreement shall be effective when signed by all parties and shall continue in effect until
December 31, 2021.
Notwithstanding the term of this Agreement, City may terminate this Agreement in whole or in part,
for cause, at any time by giving at least sixty (60) working days written notice specifying the
effective date and the reasons for termination which shall include but not be limited to the following:
a. failure, for any reason of the Contractor to fulfill in a timely manner
its obligations under this Agreement;
b. submission of a report, other work product, or advice, whether oral or written, by the
Contractor to the City that is incorrect, incomplete, or does not meet reasonable
professional standards in any material respect;
c. ineffective or improper use of funds provided under this Agreement;
d. suspension or termination of the grant funding to the City under which this Agreement
is made; or
e. unavailability of sufficient funds to make payment on this Agreement.
In the event of such termination, the City shall be required to make payment for all work performed
prior to the date this Agreement is terminated, but shall be relieved of any other responsibility herein.
This Agreement may also be terminated, in whole or in part, by mutual Agreement of the parties by
setting forth the reasons for such termination, the effective date, and in the case of partial
termination, the portion to be terminated.
SECTION V. INDEMNIFICATION AND INSURANCE
Contractor agrees to obtain insurance and to indemnify the City for any damage or injury to person or
property or any other claims which may arise from the Contractor's conduct or performance of this
Page 2 of 6
Agreement, either intentionally or negligently; provided, however, that nothing contained in this
Agreement shall be construed as rendering the Contractor liable for acts of the City, its officers,
agents, or employees. Contractor shall as a prerequisite to this Agreement, purchase and thereafter
maintain such insurance as will protect it from the claims set forth below which may arise out of or
result from the Contractor's operations under this Agreement, whether such operations by the
Contractor or by any sub -contractors or by anyone directly or indirectly employed by any of them, or
by anyone for whose acts the Contractor may be held responsible.
Coverage
Limits
A. Worker's Compensation & Disability Requirements Statutory
B. Employer's Liability
$100,000
C. Malpractice/Errors & Omissions Insurance $1,000,000 each occurrence
$2,000,000 each aggregate
SECTION VI. COMPLIANCE WITH WORKER'S COMPENSATION LAW
Contractor shall comply with all provisions of the Indiana Worker's Compensation law, and shall,
before commencing work under this Agreement, provide the City a certificate of insurance, or a
certificate from the industrial board showing that the Contractor has complied with Indiana Code
Sections 22-3-2-5, 22-3-5-1 and 22-3-5-2. If Contractor is an out of state employer and therefore
subject to another state's worker's compensation law, Contractor may choose to comply with all
provisions of its home state's worker's compensation law and provide the City proof of such
compliance in lieu of complying with the provisions of the Indiana Worker's Compensation Law.
SECTION VII. COMPLIANCE WITH INDIANA E-VERIFY PROGRAM REQUIREMENTS
Pursuant to Indiana Code 22-5-1.7, Contractor is required to enroll in and verify the work eligibility
status of all newly hired employees of the contractor through the Indiana E-Verify program.
Contractor is not required to verify the work eligibility status of all newly hired employees of the
contractor through the Indiana E-Verify program if the Indiana E-Verify program no longer exists.
Prior to the performance of this Agreement, Contractor shall provide to the City its signed Affidavit
affirming that Contractor does not knowingly employ an unauthorized alien in accordance with IC
22-5-1.7-11 (a) (2). In the event Contractor violates IC 22-5-1.7 the Contractor shall be required to
remedy the violation not later than thirty (30) days after the City notifies the Contractor of the
violation. If Contractor fails to remedy the violation within the thirty (30) day period provided
above, the City shall consider the Contractor to be in breach of this Agreement and this Agreement
will be terminated. If the City determines that terminating this Agreement would be detrimental to
the public interest or public property, the City may allow this Agreement to remain in effect until the
City procures a new contractor. If this Agreement is terminated under this section, then pursuant to
IC 22-5-1.7-13 (c) the Contractor will remain liable to the City for actual damages.
Page 3 of 6
SECTION VIII. IRAN INVESTMENT ACTIVITIES
Pursuant to Indiana Code (IC) 5-22-16.5, Contractor certifies that Contractor is not engaged in
investment activities in Iran. In the event City determines during the course of this Agreement that
this certification is no longer valid, City shall notify Contractor in writing of said determination and
shall give contractor ninety (90) days within which to respond to the written notice. In the event
Contractor fails to demonstrate to the City that the Contractor has ceased investment activities in Iran
within ninety (90) days after the written notice is given to the Contractor, the City may proceed with
any remedies it may have pursuant to IC 5-22-16.5. In the event the City determines during the
course of this Agreement that this certification is no longer valid and said determination is not
refuted by Contractor in the manner set forth in IC 5-22-16.5, the City reserves the right to consider
the Contractor to be in breach of this Agreement and terminate the agreement upon the expiration of
the ninety (90) day period set forth above.
SECTION IX. PROHIBITION AGAINST DISCRIMINATION
A. Pursuant to Indiana Code 22-9-1-10, Contractor, any sub -contractor, or any person acting on
behalf of Contractor or any sub -contractor shall not discriminate against any employee or
applicant for employment to be employed in the performance of this Agreement, with respect
to hire, tenure, terms, conditions or privileges of employment or any matter directly or
indirectly related to employment, because of race, religion, color, sex, disability, national
origin, or ancestry.
B. Pursuant to Indiana Code 5-16-6-1, the Contractor agrees:
That in the hiring of employees for the performance of work under this Agreement of
any subcontract hereunder, Contractor, any subcontractor, or any person acting on
behalf of Contractor or any sub -contractor, shall not discriminate by reason of race,
religion, color, sex, national origin or ancestry against any citizen of the State of
Indiana who is qualified and available to perform the work to which the employment
relates;
2. That Contractor, any sub -contractor, or any person action on behalf of Contractor or
any sub -contractor shall in no manner discriminate against or intimidate any
employee hired for the performance of work under this Agreement on account of
race, religion, color, sex, national origin or ancestry;
3. That there may be deducted from the amount payable to Contractor by the City under
this Agreement, a penalty of five dollars ($5.00) for each person for each calendar
day during which such person was discriminated against or intimidated in violation of
the provisions of the Agreement; and
4. That this Agreement may be canceled or terminated by the City and all money due or
to become due hereunder may be forfeited, for a second or any subsequent violation
of the terms or conditions of this section of the Agreement.
Page 4 of 6
C. Violation of the terms or conditions of this Agreement relating to discrimination or
intimidation shall be considered a material breach of this Agreement.
SECTION X. RELEASE OF LIABILITY
Contractor hereby agrees to release and hold harmless the City and all officers, employees, or agents
of the same from all liability for negligence which may arise in the course of Contractor's
performance of its obligations pursuant to this Agreement.
SECTION XI. MISCELLANEOUS
This Agreement is personal to the parties hereto and neither party may assign or delegate any of its
rights or obligations hereunder without the prior written consent of the other party. Any such
delegation or assignment, without the prior written consent of the other party, shall be null and void.
This Agreement shall be controlled by and interpreted according to Indiana law and shall be binding
upon the parties, their successors and assigns. This document constitutes the entire Agreement
between the parties, although it may be altered or amended in whole or in part at any time by filing
with the Agreement a written instrument setting forth such changes signed by both parties. By
executing this Agreement the parties agree that this document supersedes any previous discussion,
negotiation, or conversation relating to the subject matter contained herein.
This Agreement may be simultaneously executed in several counterparts, each of which shall be an
original and all of which shall constitute but one and the same instrument.
The parties hereto submit to jurisdiction of the courts of Wayne County, Indiana, and any suit arising
out of this Contract must be filed in said courts. The parties specifically agree that no arbitration or
mediation shall be required prior to the commencement of legal proceedings in said Courts. By
executing this Agreement, Contractor is estopped from bringing suit or any other action in any
alternative forum, venue, or in front of any other tribunal, court, or administrative body other than the
Circuit or Superior Courts of Wayne County, Indiana, regardless of any right Contractor may have to
bring such suit in front of other tribunals or in other venues.
Any person executing this Contract in a representative capacity hereby warrants that he/she has been
duly authorized by his or her principal to execute this Contract.
In the event of any breach of this Agreement by Contractor, and in addition to any other damages or
remedies, Contractor shall be liable for all costs incurred by City in its efforts to enforce this
Agreement, including but not limited to, City's reasonable attorney's fees.
[Signature Page to Follow.]
Page 5 of 6
In the event that an ambiguity, question of intent, or a need for interpretation of this Agreement
arises, this Agreement shall be construed as if drafted jointly by the parties, and no presumption or
burden of proof shall arise favoring or disfavoring any party by virtue of the authorship of any of the
provisions of this Agreement.
IN WITNESS WHEREOF, the parties have executed this Agreement at Richmond, Indiana, as of the
day and year first written above, although signatures may be affixed on different dates.
"CITY"
THE CITY OF RICHMOND,
INDIANA by and through its
Board of Public Works and Safety
By:
Vicki Robinson, President
By:
mily P mer, Member
By:
Matt Evans, Members
APPROVED:
Sn a
Date: DZ /0ZoZO
Page 6 of 6
"CONTRACTOR'
WAYNE COUNTY
INSURANCE SERVICES
1 Glen Miller Parkway
Richmond, IN 47374
)0Jn i > By:
Member
Member
By:
(�Ptuber
Date:
MAY 16,211*0
REQUEST FOR
PROPOSAL,
THE CITY OF RICHMOND
WAYNE. COUNTY
PRESENTED BY:
Services
WAYNIE COUNTY INSURANCE
Herr nMton-Hoch
SERVICES -
Eric VanVleot
Owner, VaRVIW', Insurance
VAN-VLEE-r
A N S URA N C 1.
Brad VariVleet.
President VanVI.eet Insurance
IE:REE�11
WAYNE COUNTY
INSURANCE
SERVICES
Serving Pu6_iic. Entities .,since 1.948..
1. PRQVIDE,A.B'RIEF OVERVIEW OFYOUR COMPANY t:HISTORY AND ORGANIZATION,,
�INCLUDING TO.T.AL.NUMBER OF.tMPLOYEES, NUMBER OFOFFICES, EM
The, Way. ne.Co.u.nty insurance Service {WCIS) is a 06rfneeship:that is 70 .. years old. itAs comprised of
three Richmond, .Indiana ,agencies; Hard ngion -Hoch'Insu rance, Lyons Insurance e the Va VI'ei: Insurance. Agency. WCIS enjoys the cornbinbd "fire PbWble' of all three. agencies: Multi*ple insurance
companies-, a4 empl.oy6as and 4 16c.al offices.
The WCIS paftnership has mlusivb access to -QneBeaco.n, through Gregory & Appel, per can agent
appointment letter., WCIS has.writteh the insdrarite'-for the City of Richmond, WdYne.Countv, Reid
_
•HdspitM, Richmdhd'.CbM.nbnity'ScHools, Morrison Reeves Library,<ancl Richmond
Power and Light
over the Iasi several decades.
2. DESCRIBE YOUR PHILOSOPHY -AND STEWARDSHIP PROCESS WHEN WORKING IN AN
ONGOING ACCQUNTWI . ANAG I EME NT ROLE
LE WITH A_CLI ENT:
Our RFP1_in-cIudes:an enhance
d. broker services response. The City Of Richmond will apiorki0te1he
opportunity to work wiill loca[agents that live and work in Richmond, IN. The agenc
ies
. ricies
repri , eseritirici the WCIS .'believe . in bringing , I local. servipealong with the professionalism of a large'firm.
By combining the strength -of three independent bgents we h4ve,gaine'd over 100 years .-.of insurance
expbrlienceand risk management services. The WCIS has partnere d with Gregony,&. Appel wha has n
establishecl�public entitusisk ractice.
It will be our position that,wevill act as the Risk Manager for'the City if'nRithmord Our "goal is to
bring coverage options and strategies �tthe City of Richmand. that Will benefit the bottom lihe,.as well
as. provide necessary a your .y,coverage. There is a benefit to having y ur Risk Mamg_6rr�617.lt Tdqr live. in the
sam I e.com , munit' and 'understand the chall ngqs and o.pportunities.that will.
prqsentthemselv4s.on,a
daily basis, Our team .promises :to:,be informed,o.n local news and activities whith,'alloWsi.ds to be
prbAct1v6Jn our response -
'The Wayne'Cduhty Insurance Servicewill,act'6s the
3. PROVIDEYOUR. BEST PRACTICES ON HOW TO LOWER COSTS IN THE,FOLLOW. 114G AREAS:
A. PLAN DESIGN
.Plan d6sign-is.a keyicomponeritd tost/mana.ging.ih"sutahtO risk. We try to'be crea tiVe,if a. public
entity , ntity' h h size . and to,
I as t, e-scope. cpq$iderdifferent plan designs. For example, a plan design
incorporating' .1 oratin9 'a.l.�-r,aL--d.6dU.ct.ibItL�caillsf.bteducation _6f.al I department heads as to why'ancl how a
.
large declucti.61' plarywo,uld,work. Fuftheemore, financial enciineerling has'to take place to fund a
large deductible. program, in house, so the City is able to bear: the.bru nt of a major loss.
Harrinaicin-Floch AN" LFIET
1 NSU RAN El L
{i:Me-t�wH7r:.�tssiarAls y
WAYNE COUNTY
IMSURAINCESERNIQ
5,Mng POW fc: Fntitl4s'Since 1946
w0s, will ex I d1preseht dptidhs t6thia C' of Rimon,dla.eva luatLvith an analysis of Cost
versus benefit..
B. LEVEO-A NG
BROKER/CONSULTANT SIZE -
With Gregory & Appd aslfi� i WCjs'ofther, w reg e e areppsi,io-ne-d with. a. historical focus on public
entity space. Gregory,Appel. hassigni cant market clout, s.b.- h" h
�, fi much So that 10 years<agojhey
;put .their -own.prpgram.togbtke.ti'nth;e-Statd,bflhd!6nawitfi,o
AeBe4comgover mentrisks, Their
broker,has been working inthe public entitY, '. s' A
pacefor 30,yintsand has signtfican contacts in the
Jndustrytobest serve his
is clients.
C.. FIXED COSTS,
All tost and,febs will be't 6 a, h o transparent t t e.City, f.Kich -bs*.* 'Broker fees
moncllncluding,broker fb
will be.611 inclusive _sol ime'ritioned-inthis s
.-,.anv of the additional services
RFP.re nonsewill h,-
11LIVILICUO n summary, ita representativeotWCJS `G4 ''
Appel :or. regory,4
work will. big Ao.�additi "Itharte'; The
insurance industry
or. oha insyr;
traditionally works on �a percentage. between I .. 0 : =1 . 5 . % -
ThexV11CIS par#nershpwill
isjon
Bi6kiii'a"ge Se
rvices;
I,- RiskIdentificatio.h.and Evaluation
0 Assist City of. Richmond in id entifying_qnd evaluating .current and proposed insurance a C
:0 Develop, e'aluate, secure and offer information for City bf Richrrbnd to beto
decide ,on.the best practices'and insurancelf� Pr6videns fortity:ibfRichmond..
,Marke,t Submtsmon Preparation and: Review:
-
Develop specifications for the: insurance �qv rpge,,Io s control services,,Aai im
DeMoptbImplete and itemized,e 5
-services, payment terms, and -conditions, exposure informati6h, and loss' t ec
experiencei. p:sp ift
!b Access,and,.knowledge .,0'f capabilities and Richmond.
e 'Risk, management program. design reco.mmen.djati.ons:ah'd,"peovide analysis and comparison. of
program. 61t&na6vies�.'
k didn.Of cjrriers�;
e M.ar etfing recommendati qns.for he appropriate process and�sefle
14. PROVIDE.SPECIFIC CASE EXAMPLES;OF HOW YOU E,MP.LOYED THE BEST PRACTICES
I
DESCRIBED ABOVE.
Gr6gory and Appel have.en-oyecl historical success providing defensi.ve -dr ving
serninars:resulfing in
re preventable. accidents.260/9.
H6rqngt6hH.och AN L FE T
I NS MAN C-E OL Y9
_7
EXHIM11 PACGE a-0;
2
W
AYNE COUNTY
I *N S-U RXTNT(;;K -St, RviC,ts
Serving Pulblic. Entities Since 1915
Jn'the,H.Uman Refatici,nS sector, Gregory and Appel
PLO oth'sexual harassment.'
and Employee Practice Liabjlity.sylbjectS like Wrqn4f6l termination, discrimination by,age, ,gender and
re Raising ,"i p h
religion., Raisihe
" t o . of t emind awiria'n'e"s.s,",o'h,.thes,e topics
.reflects,.gpnvevalu,6 presenting time consuming
Workmen's Compensation, i a fixed 10 experience
s -0�t , loss exper edriVeniprrethib 'G' d Appel have a mod
. , T.- rExperiencemasterfocuses _Wdific6fion: Factot so that the clleri�t sees,the impact of
severity "and -frequency ,6f. daim's; Ohc'e.mo're,educ ing ih
at the,client tcispe."beh Vhd the curfairi" as to how.
workmen's.cornptmsation
PrernJum4evelops.and how it helps rhodify, workers behavior" to. embrace,
safety.
5... LISTAND DESCRIBE THE CORE SERVICES, THAT ARE TYPICALLY PROVIDED TO YOUR ,
CLIENTS WITH A CLEAR INDICATION 0V,8tRVItES THAT FALL . OUTSIDE THE SCOPEW
YOUR STANDARD SERVICES ARRANGEMENT.
o Develop service .tim,ell . ine.
o.. Prepare,insurance speldfica.t.ioris, to include collection; main enance'-aftcl usp:.of t . he City -of
Richmond.
0, Corptir,at,i on..uhd6rWdtihj data acid advise on how to structure offering to insurers
01 Trov'ide annual state of the insurance market" 1repoft
'I6s6eahc'e-,Ma*6,.t Placement:
'o. Prepareand issue, requests f6r_prciposals acid :invitations to quote
Q Establish fair and impartia . I criteria f6rtT ue
he eval a i . on%otmarkets'to.b included in the
quoting process-.
o Anglyi6mia_rket., ions and -make:recommendations
io Negoflatpl with underwriters 6ntefrhs of coverage -and in region andziti6ris
o ge make ec,o me
Pto-vide alternative �rot6fttibni level analysts
,P Prepare summary of quotes W.City of Richmond
0 . Place't6vera ge
o Identification.:and priprjtlzation of , key. risks ,w . with an,assessmerit of.ciirr6ht c6i-ttrols
-o. Dt?terrhinatioh.dfa.poetite*andflhancia'l.c'a'p"ogj'y. t fot-risk'retdrition
,
o Mgzisure,past retention vsilosses, and premiu.ms;
,6, Needs analysis,
Pplici&.Proce.clures review ,with .assistance provided where. hepde0G&A'S-'Clie6ts Services D.epiart.ment,
pf o,V,id6s'ihe fbildWing services:
Claim Advocacy; The City of'Richmpnd, will have: a designatedcl im advocate assigned t
o
assist —with
Pe6of,of Ions & o,t.herdaim,
documiehtaticr,Pedit-ng of claimres
olution, oi,
advbcacy in claim disputes, Icsstrendiogon4;hpcprouctn -
of Tegular,clain reviews with the'
clientand. emergency onsite claim',gervice.
V AN 1E E.T Ir
1,N.fS UJ PAN
)C E
-Ly,
Fil B fT
A FIA6_g__fir �Q
k
W I AYNE COUNTY
t IN S. � R A NC E S E R V] (, Es
Sery.Jrtg. Public Entities since i948
L 1: G&A'
s Loss Control engineer is'"dvailable to physically inspect theclient's
'premises !.to:identify hazards ,add,r.essspeci c issues, provide - mock, OSHA. imp6ai6hs'a d
offerrecommendations commend inclependentbf, or in c* insurance
onjuncti6nWiththe
carri. r(s)',
68tksEducation ,-Risk Practice team )OVreview contracts to identify issues in`
ind6mi.nifi(at.jon language and offer r qcpmmendatiojis:t6zfddr'esstb6sp issues,
.G ha
s asadedicatedactLiarial,seNic'es4epeft.ment:to-analyze claims:andholp"stablish
e
proper retentionsand, risk. transfer. -mechanisms..
0. 'LIST AND DESCRIBE -THE I EXPE EXPERTISE OF THE MEMBERS 60 YOUR AC 0 C' V
NT TEAM WHO WILL
BE RESPONSIBLE FOR.SERVIONGOUR ACCOUNT. BE SURE TOINDICATETHE ROLES -AND
FstEROkkBILM'LliS OF EACH TEAM: MEMBER.
The Servicp team —for the City of Richmond will be Eric VanVleet;::(IC, Agent, Brad VanV fee Agerit,.Marcia
Stroud, CIC,- UhdOrwriter, and Dani lie Mosier,., Claimsco! team will upervisor.- The,�ervi* 11 wank .with. And, y
Brown Appel Andy Brown has been e
- .- . .. . from_ Gregory the agent for the .:City ,o.f:Richmond *4 out of the
last. 6,yi6ars.
Eric VanVleet it a* Certified Insurance Counselor with 38 years of ex
perience,
VanVle'et.',�*qsuranc . Eric specializes in commercial insurance Writinglocal..nnan0faqtu.rers, eontractars and
Wbitatidnal.- risks: Eric is a Richmond, High:-Schoolgraduate-and.:"Miami .,University , OV6MOhio gtziduate:
:.He. has bpen,-a civic -actMst"member bf the ,Charriber of Cdm 'mertel: Unit dWa. ki MC,JA;and-
-Board
airrhan:.of Wayne Bank,
Brad 'VanVleefit ahI87ye6rVetee4h for V8.6'Weet Ihstfrani:e and an o 'Brao,-Isalso an - RHSgraduate,
and-Uni isk f Brad write�5,cornmi�rtial..int(jea�hti� With a f6cu c6nt' ctors, veh-icle
ve. Irp Dayton; n � graduate.. 0 u at e.
s on ra
fleets, and' small business. Brad was 2017 Ch*r'rian of the Chamber,of -(p
-mmer.ce, Chairman of the Cope.
Builldifig,C6rhmittee and founding.m ember of You4g. Adult Professionals:
Eficand':Bradw- cold be the first point of contact with the City Administratdrt. Thet!'back room" :sd 66
tepm would come out, of th ei1 ra,gencyatl.GIehM!Iler:ParkWay;:claimsrepprtingloss control,.
recommendations, :err plq I ye I eme , eting's and Pavrnentstatus.
.With 6,v6i%* 30 years 'of experience, in.. �h5qfat the' rice,inclustry,A d Brown currentEy serves-! Gregory . &.Appel
as-SeniorVicePresident in our Public Ri: kServicesdepartmeht, Andy special In
s specializes cbmmorc.061 risks
inctudingstan-dard and'altomatilv6. risk transfer 'progeor.ns.'Ho-:off6rs,st rang experience and knowledge. -to
Education .entities, npt4or-profit organizatio0si and Public entities:
Andy b.qgan,hiS.i:hSu.ran.c,e-,career in 1989 in Nashville, TN with then Cortdon& Black (h6W Willis), ond'of
the top three largest insurance brokers in the world. Andv'sf6cbsIw.-j'th Willis.was,in-'the ppolir, i, erit ty
industry inicluding..a program specific for Colleges and.Univorsities called CUP, underwritten r by Mun ich:
American, Reassurance: Company!
4
Harrington -Hoch
AN ILEET
9 1 NSU RAN-CE
WAYNE COUNTY
L 'StRAIN.CP
4 SF
RV
Serving ' 9 Public Entities Since. 1948
.Andy and 'hisfarrdly had the,bpport%unto Move to Indianapolis with Willis.h1996. Intl
n.. asSiqnmeni.
Andy 'pe"c.jqH ;�p.di
.iin,.servin.g�ptlhlic'entitiegiritludihg.Sth6bl'Cbto6rationsci* ,a 16 the state.
of Indiana.. _nd:icdunties e
The move in 1996 introduced
Andy and his family to how special the -Indianapolis community
is and the area that :they call home. In000 Andy was moted-to i managing 5 states: district manager, mana
pro P_
:with 4sEkles Managerswith over $20 millionji prb i early 2000,,Wlllis sold their. Public
T urri voNm
, e. In.
entityclivisibri which,"provided And with tbe-:ojjjjbrtUnhy1d —accept _y opportunity p a position with :Gregory Appel
insurance; Employed Gregory & AjJ- . . i P
ry Pei* &V& Oke, Andy has.:applied,.his-,past experti�e in serving
.numerous pdbllc'entifilpsln the State:
7.. DISCUSS . THE
E P.UB . UCATIONS, SEMINARS;-.AND'TRAINING- -Y
._ .: , — .. MATERIALS OU WILL MAKE
AVAILABLETOOUR, PRGANIZAT N, VITH. COST,ASSOCIATED� TO
APPLICABLE: , SUCH ITEMS, -IF
Gregory:& ' P ving.ris s1ht,h'eeducation: ,"industry through- a variety of
Appel personnel stay.a breast of evolving _
y
methods:-
• Direct involvementwlth
PWOse.,.Xisting p6blic-entity :clients:
a. 'Continuing educatio"n foe.stat4 insurance : licensing
u nce
Atfaiihmetit aridcon.tinuatio.9 cif clertfrication8s.uch'as:-Certified.IiisutahcL,:Couiis6l6r(Cic},.
Certified Risk Man,ager (CRM), Certified School Risk: _sMahager.(qSRM).
Partid pat.i.olfi,on the.-advi ory,panels for.s Insurance carriers
Participation in the Risk Management committees of
prominent Indiana educational institutions
G&Xdisseminates thioiinfo
rmation through:
Direct contact with. diehts,by G8Ws PiJblic::Ehtity Risk Practice team
Publishing ofeducationalinformation rmalio* n in a. varietyf formats tarcieted t . a specific:6dutationlients
t
a
clealing with changing exposures and emergiftg issues,
;o Acddss:by clients to G&A.'s pe6orietary friisk rnpnagement w-Wte, MYa,y0f.
which provides clients
with.4.1oss, control resource library le gisl tive gul e-q to federal legislation and accessto
da
`Community" portal to;.exchahge ideasand infohmatiorl Withpeqrs throughpufthp.co6n trv;
Access by clients to G&A Univ rsitv seminars W -e, monthly:at G&Rs� 6M (often which plat office n
available byvebihar.js Well) cdve-ring p-id irlfigin§from health care ". reform to emerging
exposures . such as privacy and security. S.e e.:QEkA's, website for u picbrnih 0'arid.- preVi Ods!y recorded
,-sernihars.
:G&Ws.,E.Learning program - G&A-has. partnered with a,thi-rd.-party -vendor to, provic!6:6nline.
trip ininlg:a nd.testing to our client's employees with over 1,50i available safety and loss control
`tc, , pits:
•:Qhsite-sem i na rs, and, training r G&A's ClieritSeNic6spersonriel 6ft2n provide dierif specfic.
training at the insured's locationcoveringa wide variety ftoDics.
o. . topics.
A N E E T
Harrington -Hach
0 'AbLy
I.NSORANC.1
11 D
r:: IT PACE QQ--p �aj
WAYNE COUNTY
INSURANCE SEMJC8�ks
Serving PuMe EnHiios.SiO6'1948'
PROVIDE ANWERVIEW OF ANY EXPERTISE, RESOURCES,"
ORTOOLSTHAT ARE AVAILABLE
BEYOND WHAT IS REPRESENTED ON THE A TEAM.
ASSIGNED LOCAL, ACCOUNT
Gregory &Appefprovi - f lj,.'.included
cles* the o owing loss control. and risk Within.our
service: ag.reemerit,
DirkUseivice.—Aiur los c 0 control enqine ris available to you to inspect aril make recommendationsona
direct basis_
$yPervislon and vent ficd0b o"ur loss control engineer cocrdinat
L.'and verify Work done
bycarrier br9cirin6l arid/or third party consultants.
• LOSS control, ,safety and risk.managemenj training sess
ions will be provided by.bur Loss C&riti6l.
EngirreeriCharlligjau.
--ght.
• Property. Co . ristrvationSi urveys
Disast& Planning "and Business Recovery Plans
_'
•
Directing insurance company toss :t h&(il services `
0 rvi. including iridusfrial hygiene
i analysis, safety
audits'and more:
Loss Control e7tools.Via..our website: that include:
6 Automated safetyq6dlits with color coded result b' -o'-ation and/or dep8r.tment
0, Aqtolrnlatecl:Certificate of..Insura'nice . Tracking
0. MYWaV6:%Risk Management Websitewith thousands o'download' 3-safetyvziriclr—k
ziblL
management tools
0 WyOSHKautomated tracking - of OSHA. recordable -providing 301 fbrms? 300 logs and 300A
.SprnMaines
6. Pdrticip6ti6n in'safety ciprnrniftee.meetings-io provide .clai m analysis suftirnariesitech6ta1
�"Pqrtjse, and explanation of Irisdrahte Products*
Liss 'control "reviews With *44mfiindincis' and recommendations f I orimprovetn6nt., sp6dficallyj we
-offer:.
.i6 mbck- o5HA inspections
o Property conservation surveys
o Management safety urveys
6 Disaster P larining and Business Recovery Programs
9. PROVIDE A DESCRIPTION OF SOME OF THE .TOOLS AND: RESO.URC>r51fOU 1NOULD" LtiCELY
USE IN'THE ANALYSIS, OF POTENTIAL SOLUTIONS AND. PROSPECTIVE VENDORS FORTHE:
CITY.,
• Issuingand trackingof certificates of bisurani:0 G&A offers 6 cbrtificate tracking program
• Traftsiftittal of Shiders -The issuance of binders '111 take:
at the e.,'of
will k place immediately
binding
Poliv lssudnce,- G8tA..wjl1 work .with the.canrierslo-issue policies as:quickly,as possible. - Paper
copies cabe;delivered red tothe: client, -or ifpref&red, electronically...
vi6ernai,aron discs thumb.
citives,br.611: of the ab6V6
FA N' �L E E T
Harrington -Hoch
INSURANCE
I I T
PAGE N
m
VVY, AYNE COUNTY
.IN, �S U, R,AN GE S ... ERYLCES
sLrying, Pubhc:!Entifies Since 1948 '
PWO Qpddtes:- P61by 'updates will .. be s!pnt.to,-the client via regular rnail, &naif,:.or other method
as.requested by the, cfibni'
• Schedu1esiDt1htijrdiieeK,,- All scheduleswill accost -pony t n
. he�insura te.prop6saland:Wilfbe
0 _c
8v6jlabl& to the client as ypq uested. If desft'ed,,-sth4d,.'Oj,.e.,.(on be.posted to the client's fvyWwave.
portal for immediate�access
• yaPPOL
Gregpircom — G&A'sWi24site;offL-rs,`clients :-online '-access to the following.,
0 man nt
Mywave.p6rfal -Risk - .9
agem.e. toof�� nd 6ducational4nfofrn.aftion, an online
OSHklog'glandd a, community portal to ekchange.ideas:and questions with peers:
across the:cwntry
w
Claim.:f%ling information and contact numbers
,o Onlinepr 6m.iu M. p'a'y'ment
:.01 t Learning " high quality "online er6pby66 safety"h n
4nd ., arna resaurcetraining
courses
o Certificate., tracking
,d In-House:rr Specialists _T :ou IT p6ti
5 a.1,js#..-canWQrk:wiv City pf'Richmond. to
develop i.ndivicl.ualizecl productsor-processes
o. Gregory & Appel Uhiveirsitywebina-rs.4
io.,I.DE,NTIFY-WHAT .DISTINGUISHES :YOUR FIRM FIt011fI.0 _j' -S.
THEROR( KERS/CONSULTANT
has�growh and thrived for over 132 years b66 se.&%its.core is
c m si,pfl, to serve -its customers,
em ployees'and.lco mmubity. Oursuccessbv& that period -four
oftheiA6,et constantevatpatibno
own serviceszand processes,and:,the needs of our customers:
Sb'hrie' !of the tooWu . sed to analyze and communicate�our A products, :str'afe
agency s p s, pro ramsand �
' afon r gwiiht..heii.6ed,s6fo.u..r.customers, include;
Report (SSR),* sFared With, cli6hts
0 Thehin:hg QfiDutsi'de,;consulting firms -to ijhalyzeou.r,prq.cesse$.and service,.andto: keep:a e br ast
%of the-rOrket
0 `Servke.lquality questionnaires to dur:-custorie'irs
• vo veme.nt in national and 16cal insurance associations and.,the Useof their benthftark-iRg tools
• Participation in irisuraticL-'car(ier:advitb'ry,'pa"nels
G&A employs our own Claim.Advocacy,uhit.and a designated Claire -Advocate will be.jappointe to
the City of: Richmond, Our CWmAdvocacy Unitwill provide 6"n on4N-grburid't4qpon. se if needed,
coordinate carrier andvendor responses,provide :ite�' 1 Urn investigation, . identify th on-s c e appropriate
pqliqy(i) and cov,rag.e..form(s),7report:claims on a timely
basis,and structure the: clairp.subrnjssipn to
,our client's advantage.
Our Claim Advocacy a v uni provid s�supp hours, Y,
_e.. prtNhou, ada 7,day.5iaweek, ,and 36,5-.`days d.-yi?at.,
Harrington -loch V'A'N
INSURANCE
-LYI.Q
X'HlMT_(\_PtVGE OPA!�j
WAYNE COUNTY
INSUANCE SERVICES
serving. Public Enfifies,sineo.1948
The C1,jirh:,Adv6c0tp:wijj 61so monitor %al!
CkiithsAO t6ft,016tion and work With the--clientand:,-cam, I r,tb
qr., e
e 'odife: the claimjn the clienfs.:6est.'
V I..h.tdrest.:At'any point ..,in.time, ,,%yecan :provide ,status ;bfany;Op6n
.Qrclbsed'claim when. requested ihcludingtotal paid, tes6rve;.and .total i curredamoUnts.
0,PRQVIDE A LISTOFPROVIDERS:WrTw. WHICH. YOU WNTRACTSERVICES, AND: A COPY.CF
YOUR ANNUAL REPORT-
.O ndBeac'On''Government Risk, . zrsi; IUX; Safetv"NationA
Chubb, Liberty M.utualjt�Velo
Most public entity programs are also apebrokerage ,and w we;can .Gregory Appel ts'a 135 year old "private broker with;an c nACCESSth6 ff.nbeded. G�ejo
established perpotu4tiorlplah and hd outside debt
.Since Gregory ,&,Appel is a private fifni'-ft i's.apractice not�io refease,fpandals.. Gregory & App6l js
one of the i:argestwindepende t. broke in Indian
n brokers a,
14 LIST 5 CONTACTS YOUR FIRM WORKS.jhhtH THAT HAVE,
ROUGHLY THE SAME
,CHAJtACtEAj1STIC$ I A I S. THE CITY
Y OF RICHMOND- -INCLUDING CONTACT NA
ME
NUMBER FOR DISCUSSION ON smvlas,Rmb. ERED.. IPPQSSIBLE, PLEASE LISTAT LEAST I
.MUNICIPALITY A A,t
S ., � ONTACT.
DAWNITA'STEANS,.HIR DIRECTOR I CITY . OF -LAW . R . ENCE, IN (GREGORY& PPEL CLIENT)
�A
DSTEANSPCITY0FLAWRENCE.ORG�
317�542-4499
AMY BURNETTE�`COINTROLLtk t&.gLl'OF'LAFAYttt (GREGORY & APPEL CLIENT)
ABIJRNETT
765-420-2944
MICHAEL MORRISON V (GIREGORY & APPtL,CLiENT)-
MMOAff0N0VINU.bQ
.812-89077157
JENNIFER,.EHLERS,,V10E. PRESIDENT/6CQ am CIS CLIENT)
JENNIFER,.EHL1ER.-S@RE . IDH . EALTH.QRG,
*9`81-3426
L&,
KARENSC LF;1 CHIEF FINANCIAL OFFICER,- RICH MON D:COMMUNITY CH,OS 0
JWCISCLIENJ)
7657,973-3464
-
AN JSLEET
Moln Ho.th.
INSURANCE
'I- HOT P PAGE
WTV A Y ' NE COUNTY
INSURANCE SERVICES
Serving Public Entities Since 1948
THANK YOU FOR THE OPPORTUNITY TO PROVIDE THE MY OF R . ICHMOND WITH A REQUEST FOR
PROPOSAL
RESPECTFULLY SUBMITTED,
YOUR WA YNECOUNTY 1AISURANCE SERVICE TEAM
Harrington -Hoch Insurance:,
Tim Miller, President
tmiller.ftharringLonhoch.corn.
765-962-9502 -
Ann Brooks, Vi.ce.President
abrooksahaMricitonhoch.com
`765-962-9502
Lyons Insurance:
Mike Lyons, President
'mikeftons-Msurance.corn
765=962-2006
VanVleet Insurance:
Eric Va,nV-Ieet'I.Owne'r
eti6l@vanVfe6ti'nsurance.com
7.65 -0.35"5655
Brad VanVleet, President
dent
bradv(@vanvleetinsUrahce.com
765-05-5.655 .
Gregory & Appel Insuranc6:
Andy Brown; Vice President
abrown5grego(yaj2pel,corn
3.11-686-,6491
Harrington -Hoch
I
AN L E E T
INSURANCE OLY
K
RAG