HomeMy Public PortalAboutORD12080 T' T
[ 1
xr ', BILL NO. 94-11 AS AMENDED
Y; SPONSORED BY COUNCILMAN _ NILGES
ORDINANCE NO. 12080
AN ORDINANCE OF THE CITY OF JEFFERSON, MISSOURI, AUTHORIZING THE
MAYOR AND CITY CLERK TO EXECUTE AN AGREEMENT FOR PROFESSIONAL
BROKER SERVICES.
BE IT ENACTED BY THE COUNCIL OF THE CITY OF JEFFERSON, MISSOURI, AS
FOLLOWS:
Sect_,ion 1. The Mayor and City Clerk are hereby authorized and directed to
execute an agreement for professional insurance broker services. The agreement shall
be for no greater than the amount of$62,500.00.
Section 2. The agreement shall be substantially the same in form and content as
the agreement attached hereto as Exhibit A.
Section 3. This ordinance shall be in full force and effect from and after the date
f:. of its passage and approval.
Passed: y
` Approved:_.
Presidi Officer r
A ST:
i#y Clerk
r�
16 k 4
ll H
.'.N: .k� ,.:h�� 5 t t S:T �,'
} art�`{t `tt Y.��•*� h � f '2„tti-"'.�[s�3 rtjn..rx dt'' ry c'
.i. r. c t �.+ �S�r �€ ti .� ,?rr*+`t :y,�� '.'g�.yi .i�, ta'' �'Stz`rve .Yr''y'tii t ra.. ,.•��r '-•�{s•�^�,'
d CITY OF JEFFERSON
`r w "ENDMENT EXERCISING FINAL RENEWAL OPTION
OF AGREEMENT FOR INS URANCE BROKERAGE SERVICES
WHEREAS,the City of Jefferson,Missouri, a municipal corporation, hereinafter designated City, with offices '
at 320 East McCarty, Jefferson City, Missouri, 66101, entered into an Agreement with Landwehr Insurance
Services,Inc.dfb/a Winter-Dent&Co., hereinafter referred to as"Broker,"with offices at 101 East McCarty,P.O.
Box 1046,Jefferson City, Missouri, 66102, on the 4th day of April 1996; ` �.
{' WHEREAS,the Agreement was for insurance brokerage servicep described in the Agreement dated April 4, 1996; `
and
WHEREAS,the parties wish to amend the term and the se:..vices to be performed under the Agreement dated
April 4, 1996.
NOW, THEREFORE,be it agreed as follows:
,;,�4
1. The parties hereby agree to amend paragraph I, entitled"Agreement,"of the Agreement dated
S no
April 4, 1996 to read as follows:
CITY does hereby contract with BROKER to provide professional insurance brokerage services
as hereinafter provided for a period of one(1)year,commencing on the let day of July, 1997,and
terminating on June 30, 1998. BROKER hereby accepts said contract and agrees to perform all �d
work and services in accordance with the terms and conditions hereof. BROKER is hereby
gn appointed as CITY's exclusive Broker of Record for the period covered by this contract for all
- �y forms of property/casualty insurance and bonds requested by the CITY and described in
Attachment"A"of this Agreement which is incorporated herein by reference.
2. The parties hereby agree to amend section I of paragraph II,entitled Services to be Performed,
of the Agreement dated April 4, 1996 to read as follows:
I. It is agreed and understood that the Account Executive shall meet with the CITY no less
than uarter lY. commencing in the third quarter of 1997, and provide appropriate written
+; reports.
' 1s
3. All other sections of the Agreement dated April 4, 1996, shall remain in effec as stated.
IN TESTIMONY WHEREOF,the parties have hereunto set their hands and seals this day of June, 1997.
CITY OF JEFFERSON,MISSOURI LANDWEHR INSURANCE SERVICES
d/b/a WINTER-DENT & CO.
JY i�
ri§1a}'t.
q Mayor P ident
3' EST: ATTEST:
ti
City Cl k Title:
APPRO D AS F RM:
City Course or
C:\treci\amlrnctm\pro(eorvku\winter•dont\emendment 1097.88.wpd
L
• f +� r. � ��'i t:Ei= ..s;, '��.r N•,f�'rt�.� �r �' ri � tcr��""'�p��}t
•r• rt 'd. {2 ,a L t c a'. '. V ^ .t + iti I'" +->4 ,f✓il..
t
r � 1
THIS AGREEMENT is made and entered into this 6th day of November, 1995, by and
between the City of Jefferson,Missouri,a municipal corporation, hereinafter referred to as "CITY,"
and Landwehr Insurance Services, Inc., d/b/a Winter-Dent & Co., hereinafter referred to as
4~ "BROKER."
WrI'NESSETH:
WHEREAS,CITY desires to obtain professional insurance brokerage service on a contract
basis; and
WHEREAS, after a.selection process, BROKER has been selected by the CI'T'Y; and
WHEREAS, BROKER has experience and knowledge in performing insurance brokerage
..y
services.
NOW, THEREFORE, for and in consideration of the mutual promises, covenants and x
conditions herein contained, the parties hereto agree as follows:
I. A r F.EMENT
CITY does hereby contract with BROKER to provide professional insurance brokerage
services as hereinafter provided for a period of one(1 )year,commencing on the 1st of May, 1994,
`s and terminating on April 30, 1996.With the consent of both parties, the contract may be extended
for two (2) additional one (1) year periods. BROKER. hereby accepts said contract and agrees to
perform all work and services in accordance with the terns and conditions hereof. BROKER is
hereby appointed as CITY's exclusive broker of Record for the period covered by this contract for
all forms of property/casualty insurance and bonds requested by the CITY and described Attachment
< "A" of this Agreement which is incorporated herein by reference.
II. SERVICES TO BE PERFORMED
A. BROKER shall obtain insurance quotations on all insurance items maintained by CITY
shown on Attachment "A." Where possible, legal and considered to be in the best interests of the
CITY, the quotations shall be exclusive of commissions or fees.
B.Whenever market conditions permit, BROKER shall obtain at least three (3) quotations
on each separate insurance item or layer of insurance. All quotations obtained by BROKER shall be
delivered to the CITY in summary format. Upon request by CITY, BROKER shall make available
detailed information concerning any quote received by BROKER.
C. BROKER shall submit firm quotations to the CITY at least thirty (30) days prior to
expiration of existing insurance, provided, however, that the CITY may waive such thirty (30) day
notice in the event BROKER can demonstrate to the satisfaction of the CITY that extenuating
cAcontractlprofsery\win-den4(10/25/95)
', `fix eF. ., :s+... � . �. �� � ,�• �,. ,��'�. ..� .r
• r�'t'''� i t �"4 ..c t..•� tti �.t.r.-t ;.. ':` N5 .�_°� .. `` '�-. �...�.:�0 "..tip..+ s
Al!
1 .',°S t L<K '.9 •.M1'X'trh{ �
s' .. s� t , t yfiBF � K ' 1S'Y�'ka�tt�° �,K�F'f' �� s���.Pt yrs rt.tiXiv�sz�'xk :�f:,:;i F„a,.^.�y.tt.�tnf�,vr� ;� � �ryi�J r �a� ' � $. u�,� *^ "� .d •
ry'
i.�;j}w �•
z. ,4 K, s
'`.,,'hF circumstances exist which preclude or make undesirable such thirty (30) day notice.
D. BROKER shall make a good faith effort to give notice to the CITY of all favorable or
unfavorable market developments which might affect CITY's access to insurance at rices deemed
M; p g p u : ..
affordable by the CITY. Annually on August 1 the BROKER will provide a written assessment of
policies in force and include recommendations for improving coverages. Annually on or before
T September 1,BROKER will provide in writing BROKER's best estimate for the renewal premium Y
N costs of all CITY's insurance policies to provide guidance to CITY for future budgeting purposes.
.
E. It is understood that,from time to time, BROKER shall be requested by CITY to obtain
$ % insurance quotations on certain items not contained in Attachment "A."
n=> F. At the request of the CITY, BROKER shall keep the CITY informed of negotiations with
underwriting companies involving placement of the CITY's insurance coverages as assigned to
BROKER in Attachment "A." It is intended that BROKER will utilize insurers that will have
6.ix`.t:
. :trt?rt r
?}r sufficiently high ratings and financial positions to justify reliance on their quote with approval of the i
z'{r; CITY. For all insurance quotations, BROKER will apprise the CITY of the company's ratings and
;t
t,v,' financial position. r: .
. ^� G. It is agreed and understood that the BROKER account team for the City of Jefferson,
Missouri, will consist of:
Account Executive: William R. Tweedie, Jr.
4�k
Service Account Representative: Cindy McGrail
Property Loss Prevention: Carl E. Reynolds
Any change in the account team personnel will require written notification to the CITY.
y�."gtn i
' = H.It is the team responsibility,under the direction and control of the Account Executive in
charge, to perform the following functions:
dpk•+ik�
1. Continually analyze the CITY's exposures and recommend coverages
consistent with these exposures.
2. Oversee and coordinate all relevant services performed by insurance
companies or service agencies.
3. Be available for advice and information as requested by the CITY.
4, Check all insurance companies billings on a regular basis.
5. Collect the data necessary, and prepare professional quality insurance
proposal submission packages for the proper marketing of the various
cAcontract\profsery\win-den4(10/25/95) 2
••',d' �.. •:�. 4't�, ttr�;°!-pryj;:�§�i '1 ti ` h�y�•
T • + F', h}1:F��b" '4�Y{�a�,�{7�r i'�ly�yt"(t•���,} ,1
"�:r.t''+':''! :;,-J..,%7' } {y,. '":3..Ni i:vy...r•5". .r'. s�..ee :v. .d'
e e
�� L $ fit. \ .' !'•'t
� �f�, s�_ ... .i _.,w...� _�...„, .t�..�•.... ,..: .y� f.t . � ._ :�`i� � .. '.. '�Ni ..., s +Jr.'��.�'1(`�.`. ro�.J..�' ..
coverages.
6. Perform the administrative and clerical services relative to insurance account
' management, such as certificates of insurance, coverage descriptions and
�. policy changes.
.Y ' 7. Review insurance certificates and bonds submitted to the CITY by vendors
iYr�l for insurance company status as a Missouri filed carrier and AM Best Guide
Rating. BROKER and CITY will work to provide an acceptable means of
transmission for this purpose. It is understood BROKER will not be
responsible for guaranteeing financial stability of the vendors or insurance
companies. It is understood that for the purposes of this Agreement AM Best
x} Rating or similar services are acceptable to both parties,
yyyyyy���3:•�
Q{{�i•i
8. BROKER will update the values annually for all property coverages by
locations, utilizin g the Marshall and Swift trending schedules approach
program.
f; I. It is agreed and understood that the Account Executive shall meet with the CITY no less
than quarterly,commencing in the third quarter of 1994, and provide appropriate written reports.
h �
J. BROKER will endeavor to provide coverages of insurance submitted to be equal to, or
better than the coverages currently being provided.
III.WORK TO RF.PFRFnur;rFn uv CITY
'Y
CITY shall cooperate with BROKER by timely providing all information necessary for
BROKER to obtain insurance quotations, filing of claims and any other information needed by
BROKER in performance of the insuring contracts.
VV, EXTRA b'
SERVICES_
It is understood and agreed that services provided by BROKER, other than those services
rw specified in Section II hereinabove,must have prior approval and shall be at a rate agreed upon by
the parties.
4
V. ENG RING SRRYICES
A. BROKER will conduct a property survey on all locations in order to determine insurance
replacement values on a basis acceptable to insurance underwriters). It is understood for the purpose
of this Agreement that BROKER has in its possession survey files on most of the locations and it
is agreed that these files may be incorporated into this Agreement and updated on an annual basis
c:XcontracAprofservlwin-den4(10/25/95) 3
I
S
{
:
�'�t
.. .ti .. ... _ `yre. r --". _ -... ..,.....t.r+....,. �:• ,.., .'�-i .,..... .:"ae.,.♦..� ..,.. r ..°♦.. _`y.`n 1:_.�.J�'.is.. .��w, ...��+y'r't�.`_..ew
SV �)J,Na( ,a4.tt{z`�� '1l'�5t tWy*�t{. �S }���y 4!ra. �:'t,•yh-h•+t .�yt�''�'�S`�f� '? M1�+'wl. �S Ft'P^ . ° ' S�ir4xc� w .�1� ,e Ni4nT .+.0°'s•��.( t":}s+pT�{ ;
.r:� �;n ��§�.;��x. �fr�4 r.x'1e'x .t�.mot`^:J t< �F -�, t. ,a ft.,+§fas.y�y �•
as required. These values will be periodically updated by BROKER. Both parties agree for the
purposes of initial evaluation that the Marshall and Swift evaluation program may be utilized. The
Statement of Values includes pieces of equipment for which values have been provided by the CITY.
B. BROKER will coordinate insurance companies loss prevention services on the CITY's
£>.71 `APT -i.',
behalf. S
•Ff
C. It is understood that certain engineering services and loss control will be required for
special items of equipment,i.e.,boiler and machinery. BROKER will coordinate these services with
E the CITY either by outside services or the insuring companies. ti
D. It is understood that the values of certain items of personal property and special equipment
must be provided to BROKER by CITY through their records.
ee 5.4
E. BROKER will work to perform similar services for the CITY on any new projects. It
would be understood unless the project is of an unusual nature there would be no additional charge
{ ,. for the services.
E'-
�aN F. BROKER will arrange all engineering and loss control services for lines of coverages x
covered under this Agreement.
rl .4 G. BROKER agrees to maintain at their office a separate file with regard to loss prevention,
engineering and appraisals, which upon termination of the Agreement can be copied and provided
to the CITY upon their request. Cost of reproduction will be paid by the CITY.
}' VI BROKER'S FEES AND PAYMENT
Arta'
t� � CITY shall compensate BROKER annually for insurance brokerage services pursuant to this
r + Agreement as follows:
' A. As consideration for the services contemplated under this Agreement,CITY agrees to pay
BROKER an annual fee not to exceed Fifty Six Thousand One Hundred Sixty dollars
($56,160.00) payable quarterly. A statement shall be prepared quarterly indicating commission
received and all return commissions remitted on insurance placed by BROKER on behalf of CITY
during that quarter. The net amount of commissions received shall offset the quarterly fee. It is
further understood that this Agreement and fee schedule is subject to modification if additional
. services are required for any new items of coverage which may be added to this Agreement. Should
either party desire to renegotiate the annual fee (for such reasons as changes in costs of doing
business, changes in market conditions,etc.), such party shall present their desire in writing to the
other party,along with sufficiently detailed documentation, by July 1 of each year. Any commission
ri
earned above the amount of the annual fee shall be the property of the.BROKER and shall be
retained by BROKER as additional compensation.
;t
B. It is understood where it is allowed by law and to the best advantage of the CITY
c:\contract\profsery\win-den4(10/25/95) 4
•,l
X Rr 4at; t.
f
T
u{ t +
s 4 ,/� + ..j.. � s'+�•,5 y.i�1 i`�+, :,.2^ '4` '2:+: •, #�� �yt{ * S�i1���i ft AC'1�',# Sry, y M4.�u). 'L .' C
rJ .� + � r ,4 F .,y C� v,.t +ys'• '+` t9 h� f .:�4 txr• +'
yy Y
a. • S t�,
4 ;
``. insurance coverage will be purchased on a net basis by the BROKER.
4 IM, rNAnON
Either party may terminate, this Agreement by giving the other party one hundred twenty,
,t (120) days written notice.
I, V.111 A ,gPlynMFNT
The terms of this Agreement can only be amended by written agreement between the parties
hereto.
M ASSIGNMENT
Neither CITY nor BROKER shall assign or transfer its interest in this Agreement without
the written consent of the other.
X.CQMPLIANCE WITH LAW
In the performance of this Agreement, the parties shall abide by and conform to any and all
applicable laws of the United States, State of Missouri, and ordinances,regulations and policies of
the City of Jefferson, Missouri.
s
XI. PRO SIGNAL LIABILITY rn:erro n,.r�•�
BROKER shall maintain throughout the term of this Agreement professional liability errors
and omissions insurance with coverage with limits in amounts not less than One Million Dollars
($1,000,000<00). BROKER shall furnish to CITY a certificate issued by BROKER's professional
' liability insurance carrier, showing that the above-mentioned insurance has been issued and is in full
force and effect; and providing thirty(30) days'written notice to the CITY prior to any cancellation,
termination,non-renewal, or reduction of said insurance.
XIL HOLD HAR MI.F S
BROKER agrees to defend,indemnify and hold harmless the CITY,its officials,employees,
representatives and volunteers from and against any and all claims, demands,defense costs,liability,
or consequential damages of any kind or nature arising out of or in connection with the BROKER's
performance,or failure to perform,under the terms of this Agreement. It is understood the insuring
k contracts may include provisions that failure to provide timely information may void coverage and/or
c:lo0ntractlprofservkw1n-den4(10/25/95) 5
P
;Wt 4
n. .'t;4 .l i�_,:.��.,.<4f \ ...,z!.[u"•-L 'L`a'. ..h i_ 'e x t d \ . ..L't. .i. " t..Plb'
9gyrc�� ,�r�7''b�y,���'.i'� �7At4��.�S r>jt�'"j "'^'M+4, r`<�&"�-w"�:Av2t+. i-r •r'Y t •Y}�,�t
'k.rt d;j�t{,��y>y°`g. r.,r•.;�.L�h'..�,.t s.h u�:dtY�,•'b+:�,"i, �q.���i'� b•�a' s��'i��� �n �T, r Y~{ �`�,?' 7a ..fir,�°;{'fit t,j •{r1 tt. t.: t
�yjr� "k L: ,7 3,,.t•,�C"fk a-+✓fij�'if�r4�'li:��;•stt�+ 'Y'�i�`.,1�s:��3``' ii"tt,-. ..Q3 ;� � @ ,�F` -" kgc„h;aS�y-.t'+i,5�s*•' �1FVt°4r�F t 1. r � + ,1 r. s.
� f`�}r,rf tS :d i,1,<:'�:L irt�:n i4rt�O;.in*µs,.:S�/j�;�!.,R. ..Cgg ,t p �p � � `{y, q y...,, s'• `i t 4 !�4�+�t t c r .�i•''� t r. 7<
u } � � p c r t a ik, i. ea., ,�!q�. r •y ;i..l..t,, r a: .t .i.l' r`
�, kt :3 1.�r tars b a v?r'��`:y�li�.tsa�i`r7nt{�l�r'�?'i.�,� :�Qci: �'"��t'r•' ",•�k^ ) �'
,
r• •
, ;f Syy.,e gip''• :��
,. • ,yd y?�
• :r't��s;t to;�? ry:;:
u'
i v t
•�• 1• - • • . 1 • " 1 • 1 1 1 11 / 1 1 ' •• 1 ' 11 ;jRq,v� t_,
. • • • t'�''fi4 t�rt`��.
y ` ,
F 'SSl�
ti. � 1 • � X11/.tl. `;:'�`: rrr
Egli Kop g 11,
Lf
.tM1 1
,.t "
r,l,'.r
�� S�+ :;s� �'Scid�d' r"t 1>.' ¢iYt.x .,�,'•' "'9.i, :s�,. E�,i'{ '� �����_�"�'¢"Stx�i,���r4+'i?iw. � )1 7;. i 1 ,' '1.,
ir i_ 4r. . ,tt,.gg 1�.. �:.` .t rt ��t;^r' -`�. ,i; '���ni• tr.�.�.r.�„!'�H S. '2��• ,'�t'S�:t: �' �"i; , � +`: � � 7 .
r1 y .I 1 .�''J il"i P,�t�r�''•- ' `k<.. h.•5.4,: �"i,.�.{c .��r��:i'd .�.�7 •.q.:�” rl}4 }n,� �y,�,tfi t..tF�lE i5't tad'.n;t?,�.,,t 7': t r ,,`JS
4 t I. { :;:TA`.>,t' pit 11 rY'. '♦�f�i �k..f,�7l:rt•t 'A�-',,}�}iY.$i �,'dlr�,. TJ•,r y' �;r s jr' � 'r`v'fl.a^t tr����P�+h � �.v .�r'�s. �rr � T t Ct '
r 't 1:: Y ,.1,,.,,. :fr4',,, ,rY•�x���r�•.,ir.., rf1•....�"! �if+nP'S.{,:.,NxrF},+-A 4.t.j ,frir�„t.,iy Y, •3-I.�1,+'){7`.{ti'` It .P '
k{, (:� ( ;r,y ,� .rM�'� �.I t. x.✓ti.
! .(f'1R„t�,•f7 kp'Ka,v,..t,�:•.•n1',5'',,+i,j5 M1'•::Li f a t. ,r t,! j u t.!<r`ti.ts..t:+l�.,�'t.i.`,.tyr_t r.!�1.'\t.,.(,x 1+!,.r.t�.:3'-.,Fr r;'11.J�r r''d(',-`a h�.;t 4'2 4 t rc r!4l>.a,a i d;tt�y`i t;.t,i t.:..:'"ss i.�;;..,t�;r�'i:''•',.e,`...,pp?t,.t a'r;tf"t'�`:'P-t1 i'''J.r;.y.'5n;,vt1:t..t e t>'•�L rj:''1,,q;:.t,;�}`.t.VA?.r``�`.'::l'F�.,t d':?�+,..:,r`t,,{4 a,rYti y;.S+,2 v1..�4:7 1)C.'.y'TY o`1`;:''/,:t{.>:t'rt rr q q:f.r A(tk+�"t{r(r�%V a,k�sst 1:;,3�e t•ud"ti r�S�if,'r�^�!�`.'"�;,`,kg„V,,�-�;;•l`�3�M,��v.�j t+d'''?yf•c`r t Mr',.'�S7�y+j$!',-r<,'r.��,'�ra,7��Sr':l r..:{:�•.,�3,.1'j`'�$;�.'"}i y,M(b..+,`t,2�.t`T•f 7..',7•.,yr•.;h f t.:.,+.k(Yi�+X r.1 t t.,}1•i�s r t,'b•��051
—�'t a y,,r4 t iiii Y�?�`�`'!";{,•'s1 3:ix�r.et.x'�I��1 9tt��(��i!.q,k 5 k;;{t.�,�a,,`S-`_Vr.`'\yyr'-t l.p;�af';;t�t�',��i:v'•'8~.,.^r..-:r Ir(�.p^t[,".-,�rt;t,{7t�c•�,4d!•�J.?,,,'+Ir�,.b s r A:�:l.t�L,t twc Y.;;.t�ri;.,i rk I..Y 1':a,rk t.x�5 tt�4'...2"�j„N.4-u,`(f�y1i�.h1..1t�ar 7Yt t,+F.h�{d:'t,�A1 L,l,a S,':pY.��yf�.�`-y�.,''Z�.K4S.t�L S,7+,l��.r�t`t,."t,(.q7"{{q3i�..1•�.���t:4t�.�}}�7,,!!'•„�o1;,,r+4f,�,t.'yC.7;�'�C��'i`il.M�',,���r�.+4�S.�!d+:;S„_l d l+4 Z'r'1r.sr¢�,,:�tr'qr.,i.,vr'.1ri/k�.<�s{rt/°S,L:y•r-'�i t„"},.{%JF)'.'S l.i Ck't"���s a:'17,i yW1�h r,7i�•a..��.r p r�.'.;'r}:t��Kty�s`t i1'q'..•`,}.%4„.1i t”t�,[•;,{q t r1f,.i4
y y�' i '�j5�°XtY�:;�..'q rT�,,b,i,,4:•y•>,�.'.it..e;.:r,f��-��.•t.y'•r;��y.>"l r°F>C S•t',v�tlCr 3,F.,+r.ST,`z•,,�'.i t1t;...7.,}�1;C v ty3i.4 j;•1�.,”y:`S F Kt°''.,+!yp{i t r,+r 33�'A�..o!r,Y,°t:,6;i,,J',k.,hr-.{`+,ft.,l i i'!f t.r,,;tt.'s..':.�l j,;t Vu�.i,�r�t<y f/�y i,t S��.+f t t'j�.i SxJJ"t t t,4�1'r,f I 7.S{�5 d�i s vV..r,ti s Y..;•Ff:(,t,'r.'..1 t i a,r f t'1 l 1,p!r ot t F,l f r l..,..1 Fy1,'..1'�..
tt r a F 1e'A. ••jr'r•
:,t 4�,\`n,4�✓,
>I
}
rrr.,•'.'”"
✓
t
-
.:'
of '-Ir; �, >Z` !iR J; t.rho"'17�ts.�k..,�t;li+s�.rv1<�{7, t n'$S'a � A�,,'.'{.3 .�' lSt I^y'•'�5 1 f5`' ���'d'a "lv 9o- •l�jrr+° '., / :i I n t.
, ','�« s't+�7,7 +'°ac�,.},'r,4�'f 't r a'°S,w. ,!} i�' +.E{k h,l j:•r r�L ,•j,S. p t.`.. c
�� t�} y/'•°`,'1r' +:.4.4 iii.<• X ,,V�+<'+r`.ti •� �'Z+ r,(v'''F; :'h'r"v6
.n. " .. . .... ..,._ - ct:-. '..• , .- ..... .. -. .. . _. .•.,... .. •t ,. ,tit .
t `
y�
EACMENT "A"
LINES OF CO'61____E-RAGR
PROPERTY (Including Buildings, Personal,EDP,Earthquake, Inland Marine,Crime)
GENERAL LIABILITY
AUTOMOBILE
PUBLIC OFFICIALS LIABILITY
POLICE PROFESSIONAL LIABILITY
BOILER&MACHINERY
BOND
FLOOD
WORKERS' COMPENSATION
0contrac0profsery\win-den4(10/25/95)
.. ..�. r�t,.`Y+`it�' '^7 .. I <�MyG..5 �� 5{1'+f'i5�'.'1R�.i't'.,j•i}q.?�j � '' �y U..
i
iT
TI-IIS AGREEMENT is made and entered into this ay of 1 by
between the City of Jefferson, Missouri, a municipal corporation, hereinafter referred � y
and Landwehr Insurance Services, Inc., d/b/a Winter-Dent & Co., hereinafter d referred as "CITY,"
as
"BROKER."
WITNESSETH:
WHEREAS,CITY desires to obtain professional insurance brokerage service on a contract
basis; and
'WHEREAS, after a selection process, BROKER has been selected by the CITY; and
WHEREAS, BROKER has experience and knowledge in performing insurance brokerage
services.
NOW, THEREFORE, for and in consideration of the mutual promises, covenants and
conditions herein contained, the parties hereto agree as follows:
I. ACrRF.F.MFNT
CITY does hereby contract with BROKER to provide professional insurance brokerage
services as hereinafter provided for period of one 1 g
` p ( ) year and two (2)months, commencing on
the 1st day of May, 1996, and terminating on June 30, 1997. With the consent of both parties, the
contract may be extended for one (1) additional one (1) year period. BROKER. hereby accepts said
contract and agrees to perform all work and services in accordance with the terms and conditions
hereof.BROKER is hereby appointed as CITY's exclusive broker of Record for the period covered
by this contract for all forms of property/casualty insurance and bonds requested by the CITY and
described Attachment "A" of this Agreement which is incorporated herein by reference.
1T. SEM _FS TO BE P RFORREn
A.BROKER shall obtain insurance quotations on all insurance items maintained by CITY
shown on Attachment "A." Where possible, legal and considered to be in the best interests of the
CI'T'Y, the quotations shall be exclusive of commissions or fees.
r B. Whenever market conditions permit,BROKER shall obtain at least three (3) quotations
on each separate insurance item or layer of insurance.All quotations obtained by BROKER shall be
delivered to the CITY in summary format. Upon request by CITY, BROKER shall make available
detailed information concerning any quote received by BROKER.
C. BROKER shall submit firm quotations to the CITY at least thirty (30) days prior to
expiration of existing insurance,provided,however, that the CITY may waive such thirty� rty (30) day
notice in the event BROKER can demonstrate to the satisfaction of the CITY that extenuating
c:lcontract
�profservlwin-dens(04/02/96)
,t.. ri.. _ � ..A,._ 'R" _ _ _ .. `�..... ten...r...... ,CU.., �.._. E.i �� i:..� .. !_'i... .d•w`,.
f � Y Ste t F i s:� k F 't•rh"u t t ri+ µ. n i a 's xR
x
iy4
,w L•
t
�� 11•.4':ti
xf circumstances exist which preclude or make undesirable such thirty (30) day notice.
D. BROKER shall make a good faith effort to give notice to the CITY of all favorable or
unfavorable market developments which might affect CITY's access to insurance at prices deemed
Ats
affordable by the CITY. Annually on August 1 the BROKER will provide a written assessment of
policies in force and include recommendations for improving coverages. Annually on or before
Y.— September 1, BROKER will provide in writing BROKER's best estimate for the renewal premium
>s . costs of all CITY's insurance policies to provide guidance to CITY for future budgeting purposes.
,
E. It is understood that, from time to time, BROKER shall be requested b"'�� q y CITY to obtain
�• " insurance quotations on certain items not contained in Attachment "A."
F. At the request of the CITY,BROKER shall keep the CITY informed of negotiations with
underwriting companies involving placement of the CITY's insurance coverages as assigned to
g g ,
BROKER in Attachment "A." It is intended that BROKER will utilize insurers that will have
sufficiently high ratings and financial positions to justify reliance on their quote with approval of they
CITY. For all insurance quotations,BROKER will apprise the CITY of the company's ratings and
financial position.
G. It is agreed and understood that the BROKER account team for the City of Jefferson,
" Missouri, will consist of:
4 z Account Executive: William R. Tweedie, Jr.
k§ Service Account Representative: Cindy McGrail
Property Loss Prevention: Carl E. Reynolds
t:r<<
Any change in the account team personnel will require written notification to the CITY.
H. It is the team responsibility,under the direction and control of the Account Executive in
��.. charge, to perform the following functions:
1. Continually analyze the CITY's exposures and recommend coverages
consistent with these exposures.
a 2. Oversee and coordinate all relevant services performed by insurance
companies or service agencies.
xr
3. Be available for advice and information as requested by the CITY,
4. Check all insurance companies billings on a regular basis.
5. Collect the data necessary, and prepare professional quality insurance
proposal submission packages for the proper marketing of the various
cAcontractlprofsery\win-dens(04/02/96) 2
NMIk
y � .� '+JJ..*• .pry, ���� ,t
� `•�' 5hfy, kj.sk: l ` �',�'.tc �kS d a� k �:. S} ,• � 4 i�ZZ r:.J • 1f,� lSf �X.� °.�' v t� �b ;�{. ;�' .l S�, ,y tR
coverages.
6. Perform the administrative and clerical services relative to insurance account
management, such as certificates of insurance, coverage descriptions and
policy changes.
7. Review insurance certificates and bonds submitted to the CITY by vendors
for insurance company status as a Missouri filed carrier and AM Best Guide
Rating. BROKER and CITY will work to provide an acceptable means of
transmission for this purpose. It is understood BROKER will not be
responsible for guaranteeing financial stability of the vendors or insurance
w companies. It is understood that for the purposes of this Agreement AM Best
.' Rating or similar services are acceptable to both parties.
8. BROKER will update the values annually for all property coverages by
locations, utilizing the Marshall and Swift trending schedules approach
program.
I. It is agreed and understood that the Account Executive shall meet with the CITY no less
than quarterly, commencing in the third quarter of 1994, and provide appropriate written reports.
J. BROKER will endeavor to provide coverages of insurance submitted to be equal to, or
.k;
better than the coverages currently being provided.
r .
7 :
III.WORK TO BE PEREORMED BY CITY
.rS
CITY shall cooperate with BROKER by timely providing all information necessary for
BROKER to obtain insurance quotations, filing of claims and any other information needed by
<^ BROKER in performance of the insuring contracts.
IV.EXTRA SERVICES
It is understood and agreed that services provided by BROKER, other than those services
specified in Section II hereinabove,must have prior approval and shall be at a rate agreed upon by
` the parties.
V.ENGINES IN T SE&)MES
A. BROKER will conduct a property survey on all locations in order to determine insurance
replacement values on a basis acceptable to insurance underwriters). It is understood for the purpose
of this Agreement that BROKER has in its possession survey files on most of the locations and it.
is agreed that these files may be incorporated into this Agreement and updated on an annual basis
c:\corAract\profsery\win-den5(04/02/96) 3
r � 1
o
, tit.t :,t +S. `,y..1.� `•4 '. _tLM`'t p �.., y,tyaS� fS ... �. .t r...
4t �:� rr ���s .� �tt�•3r}�tt+�+,k!t: x n .£s l'�°"'�`��ti ��x�N�#��'�t+,,`�n� ��ss �i��„'u+r�o gib � ����J1
1
m
` as required. These values will be periodically updated by BROKER. Both parties agree for. the
purposes of initial evaluation that the Marshall and Swift evaluation-program may be utilized. The
5 Statement of Values includes pieces of equipment for which values have been provided by the CITY.
B. BROKER will coordinate insurance companies loss prevention services on the CITY's '
" behalf.
4
r
C. It is understood that certain engineering services and loss control will be required for 4`
special items of equipment,i.e.,boiler and machinery. BROKER will coordinate these services with
the CITY either by outside services or the insuring companies.
` D. It is understood that the values of certain items of personal property and special equipment
ttr must be provided to BROKER by CITY through their records.
'• E. BROKER will work to perform similar services for the CITY on any new projects. It a.
,¢ would be understood unless the project is of an unusual nature there would be no additional charge
for the services.
F. BROKER will arrange all engineering and loss control services for lines of coverages
ux.
covered under this Agreement.
43 G. BROKER agrees to maintain at their office a separate file with regard to loss prevention,
engineering and appraisals, which upon termination of the Agreement can be copied and provided
to the CITY upon their request. Cost of reproduction will be paid by the CITY.
VI• BROKIZS FEES AND PAYMENT
-- -
�� CITY shall compensate BROKER annually for insurance brokerage services pursuant to this
1q[
f Agreement as follows:
A.As consideration for the services contemplated under this Agreement,CTIY agrees to pay
BROKER an annual fee not to exceed Fifty Six Thousand One Hundred Sixty dollars
($56,160.00) payable quarterly. A statement shall be prepared quarterly indicating commission
received and all return commissions remitted on insurance placed by BROKER on behalf of CITY
during that quarter. The net amount of commissions received shall offset the quarterly fee. It is
further understood that this Agreement and fee schedule is subject to modification if additional
services are required for any new items of coverage which may be added to this Agreement. Should
either party desire to renegotiate the annual fee (for such reasons as changes in costs of doing
business,changes in market conditions, etc.), such party shall present their desire in writing to the
other party,along with sufficiently detailed documentation,by July 1 of each year. Any commission
earned above the amount of the annual fee shall be the property of the BROKER and shall be
retained by BROKER as additional compensation.
f
B. It is understood where it is allowed by law and to the best advantage of the CITY
cAcontract\profservlw1n-den5(04/02/96) 4
i•
r4a rs'3'i
i insurance coverage will be purchased on a net basis by the BROKER.
ATION
Either party may terminate this Agreement by giving the other party one hundred twenty
(120) days written notice.
The terms of this Agreement can only be amended by written agreement between the parties
hereto.
i
Neither CITY nor BROKER shall assign or transfer its interest in this Agreement without
the written consent of the other.
X.COMPLIANCE WITH LAWS
In the performance of this Agreement, the parties shall abide b and conform to an and all
P �' P Y Y
' applicable laws of the United States, State of Missouri, and ordinances,regulations and policies of
the City of Jefferson, Missouri.
XI.PROFESSION L,LIABILITY IN LJ ANCE
BROKER shall maintain throughout the term of this Agreement professional liability errors
and omissions insurance with coverage with limits in amounts not less than One Million Dollars
C ($1,000,000.00). BROKER shall furnish to CITY a certificate issued by BROKER's professional
liability.insurance carrier, showing that the above=mentioned insurance has been issued and is in full
force and effect; and providing thirty(30) days'written notice to the CITY prior to any cancellation,
termination,non-renewal, or reduction of said insurance.
XII. HOLD HARM a 1
BROKER agrees to defend,indemnify and hold harmless the CITY,its officials,employees,
representatives and volunteers from and against any and all claims,demands, defense costs,liability
or consequential damages of any kind or nature arising out of or in connection with the BROKER's
performance,or failure to perform,under the terms of this Agreement. It is understood the insuring
contracts may include provisions that failure to provide timely information may void coverage and/or
cAcontract\profservlwin-dens(04/02/96) S
i
prohibit BROKER from providing proper coverage, This is not the responsibility of the BROKER.
XM. COMPLETE A �F,EM a�NT
This Agreement shall be the entire Agreement between the parties and shall supersede any
written or oral communication between the parties.
XN. TNSU TNC'T rONTItACT�
This contract does not precede any provisions included in the issued insuring contracts.
XV. NO'T'i E
All notices required to be in writing may be given by first class mail, FAXed or hand
delivered with receipt, addressed to City of Jefferson, c/o City Clerk and/or c/o the Personnel and
Safety Officer,320 East McCarty Street, Jefferson City, Missouri 65101; and Landwehr Insurance
Services, d/b/a Winter-Dent & Co., 101 East McCarty Street, P. O. Box 1046, Jefferson City,
Missouri 65102. The date of delivery of any notice shall be the date of actual receipt or,if mailed,
the second full day after the day of its mailing,
EXECUTED this day of 1Y
."�LANDWEHR INSURANCE SERVICES, CITY OF JEFFERSON,MISSOURI
d/>i%a.WINTER-DENT&CO.
Ti
yor
ATTEST' 'I'TEST:
Title: City Clerk
.APP VE O FO
ity o
c:\contract\profsery\win-dens(04/02/96) 6
r
,. ... ...Fad. .,..::�.�. '^'.. ��..L..'t'ei. .,u........ . a,...�,C. _� 5 .YF S._ ....._ �.' __ .. ♦. ..'.'�'„q(c'� ..�.n�4ta.c.:� ..... .. J_•
;i
tom•:
ii
• ' • • •
M t
1
tl
��'i. 1 1 1 1 ' �• � '1
»q
f •.�s � 1� i its t t tY ! � (�� r
�� 1 'l �dkd e'er � J•1� 1 it, � t.��'ri't r r �K'>li�t r• �t � �� .x � �( t s t.._ � ,`k
���,� �ti t �°� I?� ��; �i F t ��' �'•. f it t � r�� f \
1 ?���4 •r t * ' 3 F ',� (�7 �, � .Te U F � � f tI � n��d!'� (� �.
r�} �'� t.r x.r"1 ,,t.e Y. � "•. 1y r•!� ��t t�c�1i X� ��r-r, c ..� ty�iK�itijl� ?�r
4 1=;Y1I�t
urn? +1yytytYs.Y$i" +rur. ki' sr s&EFa 3 i Shyt r. k g�fwaa t k� + "
AGREEMENT
THIS AGREEMENT is made and entered into this 3rd day of_ May 1994, by and
t,.., between the City of Jefferson, Missouri, a municipal corporation, hereinafter referred to as
"CITY," and Landwehr Insurance Services, Inc., d/b/a Winter-Dent & Co., hereinafter referred
Y to as "BROKER."
WITNESSETH:
WHEREAS, CITY desires to obtain professional insurance brokerage service on a
contract basis; and
WHEREAS, after a selection process, BROKER has been selected by the CITY; and
WHEREAS, BROKER has experience and knowledge in performing insurance brokerage
f' services.
NOW, THEREFORE, for and in consideration of the mutual promises, covenants and
conditions herein contained, the parties hereto agree as follows:
I, AGREEMENT
d•,
<µ CITY does hereby contract with BROKER to provide professional insurance brokerage
t: services as hereinafter provided for a period of two (2) years, commencing on the lst of May,
1994, and terminating on April 30, 1996. With the consent of both parties, the contract may be
extended for two (2)additional one(1)year periods. BROKER. hereby accepts said contract and
v, agrees to perform all work and services in accordance with the terms and conditions hereof.
BROKER is hereby appointed as CITY ' s exclusive broker of Record for the period covered
by this contract for all forms of property/casualty insurance and bonds requested by the CITY
as described in Attachment "A" of this Agreement which is incorporated herein by reference.
' II. SERVICES TO BE PERFORMED
A. BROKER shall obtain insurance quotations on all insurance items maintained by CITY
shown on Attachment "A." Where possible and legal and considered to be in the best interests
of the CITY, the quotations shall be exclusive of commissions or fees, i.e., net basis.
R
B. Whenever market conditions permit, BROKER shall obtain at least three(3)quotations
on each separate insurance item or layer of insurance. All quotations obtained by BROKER shall
be delivered to the CITY in summary format. Upon request by CITY, BROKER shall make
available detailed information concerning any quote received by BROKER.
` C. BROKER shall submit firm quotations to the CITY at least thirty (30) days prior to
t expiration of existing insurance, provided, however, that the CITY may waive such thirty (30)
c:\contract\profsery\win-den3 (05/02/94)
1
Y
.,1F� + •' _ �... �..w.-�__ _ a�tt,�%y�s ,.x' 's 4 nyt �` 5 .a •,,. S+k.�„ ., .,lG}•.t glad � �
lSS ` •d',f{'�x}` .aXS-� ," -rtJ' A`.afia'.'£.,ivr T?{P`�G,p
,x F
•s
e° day notice in the event BROKER can demonstrate to the satisfaction of the CITY that
•,. '. extenuating circumstances exist which preclude or make undesirable such thirty (30) day notice.
D. BROKER shall make a good faith effort to give notice to the CITY of all favorable
t or unfavorable market developments which might affect CITY's access to insurance at prices ,
:3 deemed affordable by the CITY. Annually on March 1 the BROKER will provide a written ;.
.' assessment of policies in force and include recommendations for improving coverages. Annually
on or before September 1, BROKER will provide in writing BROKER's best estimate for they°:;
renewal P remium costs of all CITY's insurance policies to provide guidance to CITY for future
budgeting purposes.
E. It is understood that, from time to time, BROKER shall be requested by CITY to
obtain insurance quotations on certain items not contained in Attachment "A."
F. At the request of the CITY, BROKER shall keep the CITY informed of negotiations
with underwriting companies involving placement of the CITY's insurance coverages as assigned
to BROKER in Attachment "A." It is intended that BROKER will utilize insurers that will have
118 sufficiently high ratings and financial positions to justify reliance on their quote with approval
~$ of the CITY. For all insurance quotations, BROKER will apprise the CITY of the company's ,
ratings and financial position. ,.
G. It is agreed and understood that the BROKER account team for the City of Jefferson,
Missouri, will consist of:
Account Executive: William R Tweedie, Jr.
Service Account Representative: Robyn Best en
Property Loss Prevention: Carl E. Reynolds
' 1 ' Any change in the account team personnel will require written notification to the CITY.
H. It is the team responsibility, under the direction and control of the Account Executive
r in charge, to perform the following functions:
1
1. Continually analyze the CITY's exposures and recommend coverages
' consistent with these exposures.
2. Oversee and coordinate all relevant services performed by insurance
�f
companies or service agencies.
j 3. Be available for advice and information as requested by the CITY.
4. Check all insurance companies billings on a regular basis.
5. Collect the data necessary, and prepare professional quality insurance
proposal submission packages for the proper marketing of the various
c:\contract\profsery\w1n-den3 (05/02/94)
M.F i
1 1
k.,.N3
}T'fi
1
coverages.
6. Perform the administrative and clerical services relative to insurance
account management, such as certificates of insurance, coverage
descriptions and policy changes.
7. Review insurance certificates and bonds submitted to the CITY by vendors
for insurance company status as a Missouri filed carrier and API Best
Guide Rating. BROKER and CITY will work to provide an acceptable
means of transmission for this purpose. It is understood BROKER will
not be responsible for guaranteeing financial stability of the vendors or
insurance companies. It is understood that for the purposes of this
Agreement AM Best Rating or similar services are acceptable to both
s parties.
�4 8. BROKER will update the values annually for all property coverages by
locations, utilizing the Marshall and Swift trending schedules approach
program.
I. It is agreed and understood that the Account Executive shall meet with the CITY no
less than quarterly, commencing in the third quarter of 1994, and provide appropriate written
reports.
J. BROKER will endeavor to provide coverages of insurance submitted to be equal to,
or better than the coverages currently being provided.
nT WORK TO BE PERFQRMED BY CITY
A;y
E:A CITY shall cooperate with BROKER by timely providing all information necessary for
BROKER to obtain insurance quotations, filing of claims and any other information needed by
r..
BROKER in performance of the insuring contracts.
IV EXTRA SERVICES
It is understood and agreed that services provided by BROKER, other than those services
specified in Section II hereinabove, must have prior approval and shall be at a rate agreed upon
by the parties.
Y ENGINEERING SERVICES
A. BROKER will conduct a property survey on all locations in order to determine. .
insurance replacement values on a basis acceptable to insurance underwriters. It is understood
for the purpose of this Agreement that BROKER has in its possession survey files on most of
the locations and it is agreed that these files may be incorporated into this Agreement and
a:\contract\Profsery\win-den3 (05/02/94)
A
• A
i f4 k
w■, i. *7.¢:xs `. `A .4 , �i .,.,: _ . '.;rt r4 4RA •.Ftwr:yr..`•:�.i '`1�, i 41,
r s P l,
s .^y' ?o-q U'=,L `41 hi flA Mn!1}'r tf iN�';4fj'� rt•„ •t Il tY"'q'Kk',k 1{..�, t�(�1 x ,1.htK.+rd .ry k^ i.,?''i�r`. '� 5' h}Y-t r,�} ^aAYtlF' !S� +` a W 7�1
I
r:?' ''� •1' c'4fi��;:d{;i'v.�,��' :� .,� �.3'�.����`�ry',�4yF �,���'.it` e $y{''t kt��'�'�� ,�'���; . �.
NOW
updated � >•r}
.1
' updated on an annual basis as required. These values will be periodically updated by BROKER.
Both parties agree for the purposes of initial evaluation that the Marshall and Swift evaluation
program may be utilized. The Statement of Values includes pieces of equipment for which
values have been provided by the CITY.
t B. BROKER will coordinate insurance companies loss prevention services on the CITY's
2, behalf.
C. It is understood that certain engineering services and loss control will be required for
special items of equipment, i.e., boiler and machinery. BROKER will coordinate these services
k:ry with the CITY either by outside services or the insuring companies.
D. It is understood that the values of certain items of personal property and special
equipment must be provided to BROKER by CITY through their records.
. E. BROKER will work to perform similar services for the CITY on any new protects.
4a It would be understood unless the project is of an unusual nature there would be no additional
charge for the services.
�Hn F. BROKER will coordinate all engineering and loss control services for lines of
.r
coverages covered under this Agreement.
G. BROKER agrees to maintain at their office a separate file with regard to loss
prevention, engineering and appraisals, which upon termination of the Agreement can be copied
and provided to the CITY upon their request. Cost of reproduction will be paid by the CITY.
VI. BROKER'S FEES AND PAYMENT
CITY shall compensate BROKER annually for insurance brokerage services pursuant to
,sx this Agreement as follows:
' t A. As consideration for the services contemplated under this Agreement, CITY agrees
to pay BROKER an annual fee not to exceed fly Wight thousand five hundred sixty dollars
payable quarterly. A statement shall be prepared quarterly indicating commission
received and all return commissions remitted on insurance placed by BROKER on behalf of
CITY during that quarter. The net amount of commissions received shall offset the quarterly
fee. It is further understood that this Agreement and fee schedule and upon mutual written
consent of both parties is subject to modification if additional services are required for any new
items of coverage which may be added to this Agreement. Should either party desire to
renegotiate the annual fee (for such reasons as changes in costs of doing business, changes in
market conditions, etc.), such party shall present their desire in writing to the other party, along
with sufficiently detailed documentation, by February 1 of each year. Any commission earned
above the amount of the annual fee shall be the property of the BROKER and shall be retained
by BROKER as additional compensation.
B. It is understood where it is allowed by law and to the best advantage of the CITY
c:\contract\profsery\win-den3 (05/02/94) 4
K
1
h
� , t N S l' i`51''rr C•�4{ .�4 � 'F'?,� (h S,) r4 1[''�, (�{'(C� 7 R Cj!?('t'1 Y J f Y��,., t a,"4 i � C n }
.j:, t. ��!. � . ✓ �_�_� tit f.� ,1..... . .t4 _ _. ...t.. t s......r1k�.." � .. .y.. ".. ��. ,. .L..��.�1'.^,i.�..�. :.d.".'�' t
z�i +wy
insurance coverage will be purchased on a net basis by the BROKER.
VIII Il�L ►TION
r
Either party may terminate this Agreement by giving the other party one hundred twenty
(120) days written notice.
VIII. AMENDMENT
The terms of this Agreement can only be amended by written agreement between the
parties hereto.
11 ASSIGNMENT
Neither CITY nor BROKER shall assign or transfer its interest in this Agreement without
the written consent of the other.
COMPLIANCE WITH LAWS
'X In the performance of this Agreement, the parties shall abide by and conform to any and
.t all applicable laws of the United States, State of Missouri, and ordinances, regulations and
r
policies of the City of Jefferson, Missouri.
XI. PROFESSIONAL LIABILITY INSURANCE
. BROKER shall maintain throughout the term of this Agreement professional liability
errors and omissions insurance with coverage limits in amounts not less than .One Million
Dollars ($1,000,000.00). BROKER shall furnish to CITY a certificate issued by BROKER's .
professional liability insurance carrier, showing that the above-mentioned insurance has been
issued and is in full force and effect; and providing thirty (30) days' written notice to the CITY
prior to any cancellation, termination, non-renewal, or reduction of said insurance.
M. HOLD HARMLESS
' BROKER agrees to defend, indemnify and hold harmless the CITY, its officials
employees, representatives and volunteers from and against any and all claims, demands, defense .
costs, liability or consequential damages of any kind or nature arising out of or in connection
vvitli the BROKER's performance, or failure to perform, under the terms of this Agreement.
It is understood the insuring contracts may include provisions that failure to provide timely
information may void coverage and/or prohibit BROKER from provi ding proper coverage. This
is not the responsibility of the BROILER.
c:lcontractlprofserv\win-den3 (05/02/84)
�,. .....�..`�'x}7k: .`.��° " � r y...3�Q 't._yAt.:!t .r �: ....v.y +.4 �.� fir» �`�`� .}t :.i,.v r ' +.yt'•;.',2 w �:. "n°"i.: W,: . ,_
�Ttyf'c+ S�t7.t Iri tlrh ;�v6i
5 r t*.:4.q T'n `5 ! �,Y l f a.A c F !S fir}., 1" 'E« .t r'$• 3Jxi gi 'c z• ,} '•� Vrr r ,f L?r?� aTh i' r t 'r.
n':¢ f r, f, t.. t : of�t ;:.��Y' #'; 5• yh.:. b4�}�:did naX w 1 i , ti 4 t:'i r 'h, r., t r
t y �F � ��K• �� ` ^�l `•., YU,. } 5F 4a � 4 i. t � `Y'
r;
,a
sr: 1 G•1 / •
t
• l
1 1 � 1 1 1 - - 1 • 1r • '1 • 1 1 �- 1 7'
.� 1 • 1 • • • � 1 1 N
�' r.N 1 1 1 .. � � :. •
i
�=v
�•'� � �//_iii //��- _ /� ,.yi..�.� � i.%i« .
: f
•'Re' 'r�it
iws
�5
! Y, f aim?� M••.ttrsy�e 1�'�'y'r=q�°,,��+ t1,ry.•bs r,ti4F�Yr`fSlri 6``�•f•�t;�'4tji b'o�1 rt 4ry ii t:F( �'��'i4}t'Asr •r �y:
�.•.r 7t,ri ..&•FYf' +t�y.,�,�.yt, tyt �,`u. } g�+�,u � at.t 5„f i4�..3Y�'i:(i'•".h�, •r:a:ti is.1—
?' + r. i .t.. tt: .q,�d� .ijr���'?u lai,• s«nCn.?s;.'�.;,�T'tLr'q„k�1 .,+���7y,`. � �+1.z+.�,5,f f;�Y €47t. i}r.).1 t 4t •f i.
i 1• r 7'r ,�_7k , '+ t tU.s. .t,•(('ie:`jj,.�wa�th„ ie:tf$b3St ��4.14�4 �,rtr Ytt''+{� 41t�4.A Y,� ;.
. i ..r r 1 +,r r '�� i'}' l' t :�J 7�tr+M>e.?.;;;'r�'i�."?F�;t'C'�i�'+a: KFk,!1 ?�7q 1+;,?i'1�1 .7 y .9r, '.i �.i.-' •,
b, '�f r"f ^r � 'i� .'! y fX 5 !-..re'r{,:. x.12• n� „r• 4�:1; .'M;•y+ti�! rr. 1:.� f .Y, ;ci.� •'i r•� r� r.
z1 i t ',. a.' ,{..t:'+t. r+'r'+5 Y s t '4 •ra tt'i�.,t:.s r r t'.•,���7",,�:t r,,%°!�.�kY F r'?"Y t?.,.r'4j•t 1 x:}i f.7..i e+;.?�':+},k..erSC tlT:,�t:.n.'}�'i'trr'��$�•6•4r't r7 v;4,+`tt'.:.'�,;+tS:tr,'f#':,i l�{•,H"s�ib s�4 ri 3qp,�i>i.'•�tu+f r�.j2G+:;y,..2':,;y at.Z;r�'f.:!A�•r,yJi:r:'r4,nk.�,t t.^.¢e f'•tE�rt..4,t r�v..#'Y'z.,rf.:.t",�,a.`-,i•.sr l,6;^:'i'fa}r";`:,f'.�.':�.;i',„;..+';�.:t Y.''1.'#.,',.+�,r'nw.:.g,t;..•.a�4h,i.t.7.r�lr+£r�..,fzf,i..,R�''Y�.•;i st j 5.,,t�'!k:ytr�'../I
i��y.,�.it'r ,:..tr:+r.'f.ts��'sra15+.�;a�>7•i..•f 5'4:,�M r bCt>•''v.xfi.�l4r',..:}r s:1'rtit'4t i;i+«:'.,',na..�,}}ri:sk.t,,s,,n f�rtr1f"t fit''`r a'.;x fjj:�Y�>s•.h s'�y.�h'r o•..)`";Js•'o..`r r�e.r:,i s f�.:#.!1;yf t,t,?f'5.;.',:.�i'.,i-•'r^.. a't
1{..,.r.,
. s
S\
�
:t•.
't•. ti H r. 1 .,
t. � r a y. '1: x rr1i:'r'ti:•.`u r7±4r, Xt,! a.f'?I r`�: �. (,r{,� ��Catr,'Y'.k,++a^• 'f rtt•,,^.''j` r2 il'-�stf 1. .t...
I yyyy��� ' t �:: ' .c �`�, 4 �� oS,!; 'ji(�..Y#4' .k�.+j ;�''.gg �r.;t�1''v 3 `�'' r +Ea•: �>� �••.ti3}x'si�[jtt.��;. �c i r -r.
�rt5i 3 � .e+ 4 <51,. P t't;rty�!{ ;r rf 13 �rkir Gi. g, �� yp' ,r1tQ''•:t, k t.,i r`e,r' rn,.y.'
r :5'y r,t ''''r} .� �lsua •+l�i+tt;.: .rZ'R.e° rr��'tlg�+i^t+•i:� 'a,`;�''u{'�'y4 ih2 ',r}uti fit;\ .ty .y.i�!•z72Nx ,iq r '; ft�
S '7 S..t;, I i ! S', t F',1+ j i�Y.�•,`: 1,f S tJ'�a �t�rt•P, `S ..•r'.. ��YM.,'S,, 'f.`�� "J}',+��,.�i ..ti�`.'?7�L55 �1. �`li'i.''tS+ l�"`'.,i.r \.,j.' `
y,. y .� •.?• ,ntt4'K',' ,�7Yl eta tr�:7;�•: +,+.TICr. ,{I��.' 't :•t`1•yjM7 .`sL ti' '{{((5t�',i�"S� •'J'.•:C.Jy},.�:1+7:., .' V y:�z .a..f.7. 4(r.
�''Y•�9Si•Y�'�''%+:f�{'�1 A'k'n 1') �'3't ;Y+ f f,k�Sr#A';�{.�,+,1�.,�. t x..•.�,r'¢TS`��I. �l t��''!t 't '� t
�..y'u4:
i5} }<7d (U st z: .� �1.4.r.'y: i:vri:yp �: �.`ti i �y� a ,..9FY 'u.•,'. ><�n +:i� tt' t • 'tt'
,... . .
,•
ATTACHMENT
LII]S F LUr COYEBAGE
PROPERTY(Including Buildings, Personal, EDP, Earthquake, Inland Marine, Crime)
GENERAL LIABILITY
AUTOMOBILE
PUBLIC OFFICIALS LIABILITY
AIRPORT & CONTROL TOWER LIABILITY
BOILER&MACHINERY
BOND
FLOOD
1
*The City wishes to maintain a relationship with The Daniel and Henry Company in the area of
aviation related insurance. The Daniel and Henry Company will be allowed to maintain a
relationship with the current liability insurer and Winter-Dent will be assigned American Eagle
Insurance. If there are additional companies to be assigned, the City Staff will do this based on a
drawing or some other arrangement of the City's choosing that offers fair opportunity to.both
agencies.
6.\contract\profserv\win-den3 (04/19/94)
EIVE
r..
t
05-04-94 02,34PM FROM MISSOURI PIA
SENT 8Y IERC' PROF. LIABILITY l 5- 4-84 : 2:41PM i 813-676-6338-4 314 dua WIWI �
fief
d �,�,I�I�OYAFRS R1Ell 5'UR.4/W F CORPORA 7-1 A
S"MIMM A0 MWA I% Av*Kansa®Baw>-Y.9 y
CERTIFICATE OF INSURANCE
(Claims First Made)
1 •
Issue Date: May 3, 1994
Oartl pate Holder: City of Jefferson
M 312 East McCaa*
Jefferson City, MO 86101
Thls Is to cartify that Employers Ralnsursnce Corporation of Overland Park, f4aneaes has
Issued Insiumnce coverage. Policy d®scribed Is subject to all terms, axcluslorls, Ilonitatlons
and conditions of such policy. Un is shown rrsy have been reduced by paid claims.
,.b TYPE OF INSURANCE: Professionol Liability for Insurance Agents and Brokers
k
POLICY NUMBER: PAL50880A
r w
NAMED INSURED: Winter Dent Ili Co.
JefTere m City, MO 65102
a•. LIMIT OF LIABILITY: e1) i1,6W,0W each claim
f` b) 11,8170,000 aggregate esich policy psrlod
DEDUCTIBLE: a) $10,000 each dealm
. b) 630,000 aggregate each p®Ilay period
EFFECTIVE DATE April 30, 1904 TO: April 30, 1995
By the Issuance of this Certiffi:aite, Emoloyarei ReinsuranGS Corporation assumes no
} obllAatIQn to provide rcvtice of change in or cancallatlon of the policy.
EMPLC9Y6l?S IMSURgNCE CORPORA7 ON
Auth0dnd "miivw hilvi
1
r15—ad-44 02107PM P02
.1 , r r t r ;.jc r yfiv .},,,, ., A} i 1 '—.,y;...t 'v 1 •yv i d: t,, ,r :St. „e �tf*y' •.�A.
M
\
6
..... ................
...N.a.N.". ,. *�: 05 02 94
i�:! :::,:, , M
ISSUE I
................... .......
IR!
...A!Mt
....... ....... TTER OF I
ATION ONLY AND
AS A MA
IS ISSUED
THIS CERTIFicATE
S CERTIFICATE
CERTIFICATE HOLDER.THIS RUED BY THE
CONFERS NO RIGHTS UPON THE ALTER THE COVERAGE-AFFORDED PRODUCER EXTEND OR A
DOES NOT AMEND,
nter-Dent Co- POLICIES BELOW.
at
BOX 2046:101 EA McCar•y COMPANIES AFFORDING COVERAGE
City, MO 6510 2
COMPANY A CNA insurance
LETTER
tt COMPANY a
B CNA insurance
LETTER
INSURED COMPANY C CNA 1171011rance
Landuchr insurance services LETTER
d/b/a winter-Dent & Co. COMPANY D Date'
p, 0, Box 1046 LETTER
jeffexzon City. MO 65102
COMPANY E
r. LETTER
...........
... ..........
J, —. ...� NAMED ABOVE FOR THE POLICY PERIOD t.
...................... "to THE INSURED
......................
...... BEEN RESPECT TO WHICH THIS
Utz ................
...POLICIES OF INSURANCE LISTED BELOW HAVE BEE E TERMS.
........ CONTRACT OR OTHER DOCUMENT WITH ALL TH
IS IS TO CERTIFY THAT THE POLIC
:QUIREMENT.TERM OR CONDITION OF ANY C
ANY RE V THE POLICIES DESCRIBED HEREIN IS SUBJECT TO A
E AFFORDED B' '7
INDICATED, NOTWITHSTANDING N THE PAID CLAIMS.
FICATE MAY BE ISSUED OR MAY PERTAIN, S SHOWN MAY HAVE BEI N REDUCED BY
POLICIES.LIMIT y;t
CERTII
EXCLUSIONS AND CONDITIONS OF SUCH POLICY EXPIRATION LIMITS
POLICY EFFECTIVE iq�i
DATE(MM/DD^ DATE(MM/DDNY)
POLICY NUMBER
OFINSURANCE GENERAL AGGREGATE S 1,000,000
TYPE
CO I
LTR
500,000
PRUDUCTS-COMP/OP AGG..
A GENERALUABILITY 04/30/94 04/30/95
rs, 112SS76 PERSONAL ADV.INJURY 500,000
COMMERCIAL GENERAL LIABILITY BAOO
$ 500,000 CUFlRENCE
CLAIMS MADEFT�OCCUR. EACH COM)C
50,000
OWNERS&CONTRACTORS PROT. FIRE DAMAGE(Any no fire) �
X INCLUDES CONTRACTUAL LI MED.EXPENSE Anvo neoerson S
COMBINED SINGLE S
Fr
j`"' °.- LIMIT
_Kh
TOMOBILE LIABILITY
ANY AUTO BODILY INJURY $
(Per person)
ALL OWNED AUTOS
$
SCHEDULED AUTOS BODILY INJURY
Lr (Per accident)
HIRED AUTOS
PROPERTY DAMAGE
NON-OWNED AUTOS S
GARAGE LIABILITY 2,000,000
EACH OCCURRENCE $ liv,
$ 2,000,000
EXCESS LIABILITY
j. 04/30/94 04/30/95 AGGREGATE
CUp701125581
UMBRELLA FORM
STATUTORY LIMITS
OTHER THAN UMBRELLA FORM 500,000
EACH ACCIDENT $
C 04/30/95 WORKER'S COMPENSATION wc90I125577 04/30/94
DISEASE-POLICY LIMIT S 500,000
AND DISEASE•-EACH EMPLOYEE S 500,000
EMPLOYERS'LIABILITY
Lt OTHER
----------
HICLE PECIAL ITEMS
DESCRIPTON OF OPERATIONSILOcATnIONSN NSN
.............. . ...
RE THE
............. DESCRIBED POLICIES BE CANCELLED BEFO
SHOULD ANY OF THE ABOVE DES WILL ENDEAVOR TO
EXPIRATION DATE THEREO F, THE ISSUING COMPANY
NOTICE To THE CERTIFICATE HOLDER NAMED TO THE
MAIL—10oAYSWRITTEN -'jATION OR
51. CITY OF JEFFERSON SHALL IMPOSE NO OBLK
IT LEFT, BUT FAILURE TO MAIL SUCH NOTICE
320 EAST MCCXRTY UPON THE COMPANY. ITS AGENTS OR REPRESENTATIVES.
LIABILITY OF ANY KIND
JEFFERSON CITY, t4o 65101
AU REPRESENTATIVE
...........
P
Xx
A
.t: r�A, 'uS.- ,',t„ 6 I 1�if
z
�tf��n'�,{y�. �4>�� .,n.;t'��4 �^�.7rt t p ,,}ktyc J tr 4(S ri t r tq. , �.�F i�'�•y !lx F t:i �`<nity y t .'J £' id1'} '�sr",e''�'�4F}.,rn� M a
'9 H�}yh♦^ ti. 7 '�r 4 1,,r� l.�R y f�. 4 r,F f .. {t' {+r. t 1�.�,�� Ilr� i 7 .!j �i., S. � ,,.,F'� �. � �µ
ri:.fF:� �,iiiY, � ��, .�;""4 � •1 {1�F.Yt i����.y'SK.GJ)l�f:)�,x'.sG..t� rt r. l:, to 7•t L }.:. +h{.sL•
T
} M EWF'L0YERSRENSURANCECORPORAT/ON r `
i, 520OMetca/f-P.O. Box299>•Over/andFark, Kansas 66201-1391
\ s:? (913)676-5200-Facsimi/e(913)676.5221
st
sf
S r
CERTIFICATE OF INSURANCE
(Claims First Made) "
tx.i
Issue Date: May 3, 1994
�r:
Certificate Holder: City of Jefferson
.;, 320 East McCarty F
Jefferson City, MO 65101
4,
:. This is to certify that Employers Reinsurance Corporation of Overland Park, Kansas has
issued insurance coverage. Policy described is subject to all terms, exclusions, limitations tt.,
u: and conditions of such policy. Limits shown may have been reduced by paid claims. }
TYPE OF INSURANCE: Professional Liability for Insurance Agents and Brokers
POLICY NUMBER: PAL50880A
?' NAMED INSURED: Winter Dent& Co.
Jefferson City, MO 65102
f:.
.. LIMIT OF LIABILITY: a) $1,500,000 each claim
4 b) $1,500,000 aggregate each policy period
DEDUCTIBLE: a
�J 5 ` ) $10,000 each claim
b) $30,000,aggregate each policy period
,k
EFFECTIVE DATE: April 30, 1994 TO: April 30, 1995
By the issuance of this Certificate, Employers Reinsurance Corporation assumes no
obligation to provide notice of change in or cancellation of the policy.
EMPLOYERS INSURANCE CORPORATION
{NSURA C APPROVED � u
BY Authorized peepresentative
t
Date:
'JI ar f'n.,� x�£}r �r »s� h� f.r t f, hra �>5 n r i� � 1{✓`''�'✓ d k1 1'"�� r
', :r t' � ;'� yia �5��'��4��`!�'ta �i�-��+�7�i 3�r�t y'r5t��6f(Mfg/(r'd`9�A�k��,���fi+,Sii•�r �"�� S��,i'{
��f ,y tL. .�' t ... 'Y
t'z ,� 'fikt3,>'#ey?,,��;t�Y�
f 1" g `Ig J'y yd
rti'} e ..;;
Y
ARV
�k�r
`� '
4.