HomeMy WebLinkAboutHR12-150 - Original - BERK & Associates, Inc. - Efficiencies Study - 09/05/2012 Records Ma- .-' = emee
KENT Document
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CONTRACT COVER SHEET
This is to be completed by the Contract Manager prior to submission
to City Clerks Office. All portions are to be completed.
If you have questions, please contact City Clerk's Office.
Vendor Name: BERK & Associates, Inc.
Vendor Number:
JD Edwards Number
Contract Number: -0eIg- 1 S-0
This Is assigned by City Clerk's Office
Project Name: Efficiencies Study
Description: ❑ Interlocal Agreement ❑ Change Order ❑ Amendment ® Contract
❑ Other:
Contract Effective Date: 9/5/2012 Termination Date: 12/31/2012
Contract Renewal Notice (Days):
Number of days required notice for termination or renewal or amendment
Contract Manager: C Hills Department: Human Resources
Detail: (i.e. address, location, parcel number, tax id, etc.):
CM 9/4/2012
5 Publlc\RecordsManagement\Forms\ContractCover\adcc7832 1 11/08
✓ T
CONSULTANT SERVICES AGREEMENT
between the City of Kent and
BERK & Associates, Inc.
THIS AGREEMENT is made between the City of Kent, a Washington municipal corporation
(hereinafter the "City"), and BERK & Associates, Inc. (hereinafter Consultant) organized under
the laws of the State of [Washington, located and doing business at 2025 First Avenue, Suite
800, Seattle, WA 98121 (206)324-8760 (hereinafter the "Consultant").
I. DESCRIPTION OF WORK,
Consultant shall perform the following services for the City in accordance with the
following described plans and/or specifications:
See Memo attached as Exhibit A detailing scope and cost of this work
Consultant further represents that the services furnished under this Agreement will be
performed in accordance with generally accepted professional practices within the Puget Sound
region in effect at the time those services are performed,
II. TIME OF COMPLETION. The parties agree that work will begin on the tasks
described in Section I above immediately upon the effective date of this Agreement. Upon the
effective date of this Agreement, Consultant shall complete the work described in Section I
identified as Phase 1, by 12/31/2012.
Ill. COMPENSATION.
A. The City shall pay the Consultant, based on time and materials, an amount not to
exceed Forty-Five Thousand Dollars ($45,000), plus applicable Washington State
sales tax, for the services described in this Agreement. This is the maximum
amount to be paid under this Agreement for the work described in Section I above,
and shall not be exceeded without the prior written authorization of the City in the
form of a negotiated and executed amendment to this agreement. The Consultant
agrees that the hourly or flat rate charged by it for its services contracted for herein
shall remain locked at the negotiated rate(s) for a period of one (1) year from the
effective date of this Agreement. The Consultant's billing rates shall be as
delineated in Exhibit attached, detailing Scope of Work.
CONSULTANT SERVICES AGREEMENT - I
(Over$10,000)
B. The Consultant shall submit monthly payment invoices to the City for work
performed, and a final bill upon completion of all services described In this
Agreement, The City shall provide payment within forty-five (45) days of receipt of
an invoice. If the City objects to all or any portion of an Invoice, it shall notify the
Consultant and reserves the option to only pay that portion of the invoice not in
dispute. In that event, the parties will immediately make every effort to settle the
disputed portion.
IV. INDEPENDENT CONTRACTOR. The parties Intend that an Independent
Contractor-Employer Relationship will be created by this Agreement. By their execution of this
Agreement, and in accordance with Ch. 51.08 RCW, the parties make the following
representations:
A. The Consultant has the ability to control and direct the performance and
details of its work, the City being interested only in the results obtained
under this Agreement.
B. The Consultant maintains and pays for its own place of business from which
Consultant's services under this Agreement will be performed,
C. The Consultant has an established and independent business that is eligible
for a business deduction for federal income tax purposes that existed before
the City retained Consultant's services, or the Consultant is engaged in an
independently established trade, occupation, profession, or business of the
same nature as that involved under this Agreement.
D. The Consultant is responsible for filing as they become due all necessary tax
documents with appropriate federal and state agencies, including the Internal
Revenue Service and the state Department of Revenue.
E. The Consultant has registered its business and established an account with
the state Department of Revenue and other state agencies as may be
required by Consultant's business, and has obtained a Unified Business
Identifier (UBI) number from the State of Washington.
F. The Consultant maintains a set of books dedicated to the expenses and
earnings of its business.
V. TERMINATION. Either party may terminate this Agreement, with or without
cause, upon providing the other party thirty (30) days written notice at its address sot forth on
the signature block of this Agreement. After termination, the City may take possession of all
records and data within the Consultant's possession pertaining to this project, which may be
used by the City without restriction. If the CiLy's use of Consultant's records or data is not
related to this project, it shall be without liability or legal exposure to the Consultant.
VI. DISCRIMINATION. In the hiring of employees for the performance of work under
this Agreement or any subcontract, the Consultant, its subcontractors, or any person acting on
behalf of the Consultant or subcontractor shall not, by reason of race, religion, color, sex, age,
sexual orientation, national origin, or the presence of any sensory, mental, or physical disability,
discriminate against any person who is qualified and available to perform the work to which the
employment relates. Consultant shall execute the attached City of Kent Equal Employment
CONSULTANT SERVICES AGREEMENT- 2
(Over$10,000)
Opportunity Policy Declaration, Comply with City Administrative Policy 1.2, and upon completion
of the contract work, file the attached Compliance Statement.
VII. INDEMNIFICATION. Consultant shall defend, indemnify and hold the City, its
officers, officials, employees, agents and volunteers harmless from any and all claims, injuries,
damages, losses or suits, including all legal costs and attorney fees, arising out of or in
connection with the Consultant's performance of this Agreement, except for that portion of the
Injuries and damages caused by the City's negligence.
The City's inspection or acceptance of any of Consultant's work when completed shall not
be grounds to avoid any of these covenants of indemnification,
I I
Should a court of competent jurisdiction determine that this Agreement Is subject to RCW
4.24.115, then, in the event of liability for damages arising out of bodity injury to persons or
damages to property caused by or resulting from the concurrent negligence of the Consultant
and the City, its officers, officials, employees, agents and volunteers, the Consultant's liability
hereunder shall be only to the extent of the Consultant's negligence.
IT IS FURTHER SPECIFICALLY AND EXPRESSLY UNDERSTOOD THAT THE
INDEMNIFICATION PROVIDED HEREIN CONSTITUTES THE CONSULTANT'S WAIVER OF
IMMUNITY UNDER INDUSTRIAL—INSURANCE,- - TITLE 51 RCW, SOLELY FOR THE PURPOSES OF
THIS INDEMNIFICATION, THE PARTIES FURTHER ACKNOWLEDGE THAT THEY HAVE MUTUALLY
NEGOTIATED THIS WAIVER,
In the event Consultant refuses tender of defense in any suit or any claim, If that tender
was made pursuant to this indemnification clause, and if that refusal is subsequently determined
by a court having jurisdiction (or other agreed tribunal) to have been a wrongful refusal on the
Consultant's part, then Consultant shall pay all the City's costs for defense, including all
reasonable expert witness fees and reasonable attorneys' fees, plus the City's legal costs and
fees incurred because there was a wrongful refusal on the Consultant's part.
The provisions of this section shall survive the expiration or termination of this
Agreement.
VIII. INSURANCE. The Consultant shall procure and maintain for the duration of the
Agreement, insurance of the types and in the amounts described in Exhibit 6 attached and
incorporated by this reference.
IX. EXCHANGE OF INFORMATION. The City will provide its best efforts to provide
reasonable accuracy of any information supplied by it to Consultant for the purpose of
completion of the work under this Agreement,
X. OWNERSHIP AND USE OF RECORDS AND DOCUMENTS. Original documents,
drawings, designs, reports, or any other records developed Or created under this Agreement
shall belong to and become the property of the City. All records submitted by the City to the
Consultant will be safeguarded by the Consultant. Consultant shall make such data, documents,
and files available to the City upon the City's request, The City's use or reuse of any of the
documents, data and files created by Consultant for this project by anyone other than
Consultant on any other project shall be without liability or legal exposure to Consultant.
XI. CITY'S RIGHT OF INSPECTION. Even though Consultant Is an independent
contractor with the authority to control and direct the performance and details of the work
CONSULTANT SERVICES AGREEMENT- 3
(Over$10,000)
authorized under this Agreement, the work must meet the approval of the City and shall be
subject to the City's general right of inspection to secure satisfactory completion.
XII. WORK PERFORMED AT CONSULTANT'S RISK. Consultant shall take all
necessary precautions and shall be responsible for the safety of its employees, agents, an
subcontractors in the performance of the contract work and shall utilize all protection necessary
for that purpose. All work shall be done at Consultant's own risk, and Consultant shall be
responsible for any toss of or damage to materials, tools, or other articles used or held for use in
connection with the work.
XIII. MISCELLANEOUS PROVISIONS.
A. Rec�clable Materials. Pursuant to Chapter 3.80 of the Kent City Code, the City
requires its contractors and consultants to use recycled and recyclable products whenever
practicable. A price preference may be available for any designated recycled product,
B, Non-Waiver of Breach. The failure of the City to insist upon strict performance of
any of the covenants and agreements contained in this Agreement, or to exercise any option
conferred by this Agreement in one or more instances shall not be construed to be a waiver or
relinquishment of those covenants, agreements or options, and the same shall be and remain in
full force and effect.
C. Resolution of Disputes and Governing Law. This Agreement shall be governed by
and construed in accordance w th the laws of the state of Washington. If the parties are unable
to settle any dispute, difference or claim arising from the parties' performance of this
Agreement, the exclusive means of resolving that dispute, difference or claim, shall only be by
filing suit exclusively under the venue, rules and jurisdiction of the King County Superior Court,
King County, Washington, unless the parties agree in writing to an alternative dispute resolution
process. In any claim or lawsuit for damages arising from the parties' performance of this
Agreement, each party shall pay all its legal costs and attorney's fees incurred in defending or
bringing such claim or lawsuit, including all appeals, in addition to any other recovery or award
provided by law; provided, however, nothing in this paragraph shall be construed to limit the
City's right to indemnification under Section VII of this Agreement.
D. Written—Notice. All communications regarding this Agreement shall be sent to the
parties at the addresses listed on the signature page of the Agreement, unless notified to the
contrary. Any written notice hereunder shall become effective three (3) business days after the
date of mailing by registered or certified mail, and shall be deemed sufficiently given if sent to
the addressee at the address stated in this Agreement or such other address as may be
hereafter specified in writing.
E. Assignment. Any assignment of this Agreement by either party without the written
consent of the non-assigning party shall be vold. If the non-assigning party gives its consent to
any assignment, the terms of this Agreement shall continue in full force and effect and no
further assignment shall be made without additional written consent.
F. Modification. No waiver, alteration, or modification of any of the provisions of this
Agreement shall be binding unless in writing and signed by a duly authorized representative of
the City and Consultant.
G. Entire_Agreement. The written provisions and terms of this Agreement, together
with any Exhibits attached hereto, shall supersede all prior verbal statements of any officer or
CONSULTANT SERVICES AGREEMENT- 4
(Over 110,000)
other representative of the City, and such statements shall not be effective or be construed as tj
entering into or forming a part of or altering in any manner this Agreement, All of the above
documents are hereby made a part of this Agreement. However, should any language in any of
the Exhibits to this Agreement conflict with any language contained in this Agreement, the terms
of this Agreement shall prevail,
H. Compliance with Laws. The Consultant agrees to comply with all federal, state, and
municipal laws, rules, and regulations that are now effective or in the future become applicable
to Consultant's business, equipment, and personnel engaged in operations covered by this
Agreement or accruing out of the performance of those operations,
I. Counter-Arts. This Agreement may be executed in any number of counterparts,
each of which shall constitute an original, and all of which will together constitute this one
Agreement,
IN WITNESS, the parties below execute this Agreement, which shall become
effective on the last date entered below.
CONSULTANT: CITY OF KENT:
By: By:
(signature)Print Name: Michael Hodains
Pr* t Name. Sri ette Cooke
Its Principal it
(title)
DATE: DATE:
NOTICES TO BE SENT TO: NOTICES TO BE SENT TO:
CONSULTANT: CITY OF KENT:
Lynnette Bradbury, Business Manager Lorraine Patterson, Human Resources Director
BERK City of Kent
2025 1" Avenue, Suite 800 220 Fourth Avenue South
Seattle, WA 98121 Kent, WA 98032
206-324-8760 (telephone) (253) 856-5276 (telephone)
206-324-8965 (facsimile) (253) 856-6270 (facsimile)
APPROVED AS 6FO
0 Kent Law Departm nt
V'this lield,Y�may;star t1`4 OWMRICN-Plth wklird the 111trldhas been 1111di
CONSULTANT SERVICES AGREEMENT - 5
(Over$10,000)
DECLARATION
CITY OF KENT EQUAL EMPLOYMENT OPPORTUNITY POLICY,
The City of Kent Is committed to conform to Federal and State laws regarding equal opportunity.
As such all contractors, subcontractors and suppliers who perform work with relation to this
Agreement shall comply with the regulations of the City's equal employment opportunity
policies.
The following questions speciftally identify the requirements the City deems necessary for any
contractor, subcontractor or supplier on this specific Agreement to adhere to. An affirmative
response is required on all of the following questions for this Agreement to be valid and binding.
If any contractor, subcontractor or supplier willfully misrepresents themselves with regard to the
directives outlines, it will be considered a breach of contract and it will be at the City's sole
determination regarding suspension or termination for all or part of the Agreement;
The questions are as follows:
L I have read the attached City of Kent administrative policy number 1.2.
2, During the time of this Agreement I will not discriminate in employment on the basis of
sex, race, color, national origin, age, or the presence of all sensory, mental or physical
disability,
1 During the time of this Agreement the prime contractor will provide a written statement to
all new employees and subcontractors indicating commitment as an equal opportunity
employer.
4. During the time of the Agreement I, the prime contractor, will actively consider hiring and
promotion of women and minorities.
5. Before acceptance of this Agreement, an adherence statement will be signed by me, the
Prime Contractor, that the Prime Contractor complied with the requirements as set forth
above
By signing below, I igree to fulfill the five requirements referenced above.
Dated this day of f 201,
kf V-
By;
For:
I—---------
Title:
Date:—
EEO COMPLIANCE DOCUMENTS - 1
CITY OF KENT
ADMINISTRATIVE POLICY
NUMBER: 1.2 EFFECTIVE DATE: January 1, 1998
SUBJECT: MINORITY AND WOMEN SUPERSEDES., April 1, 1996
CONTRACTORS APPROVED BY Jim White, Mayor
POLICY:
Equal employment opportunity requirements for the City of Kent will conform to federal and
state laws. All contractors, subcontractors, consultants and suppliers of the City must guarantee
equal employment opportunity within their organization and, if holding Agteements with the City
amounting to $10,000 or more with-in any given year, must take the following affirmative steps:
1. Provide a written statement to all new employees and subcontractors indicating
commitment as an equal opportunity employer.
2. Actively consider for promotion and advancement available minorities and women.
Any contractor, subcontractor, consultant or supplier who willfully disregards the City's
nondiscrimination and equal opportunity requirements shall be considered in breach of contract
and subject to suspension or termination for ail or part of the Agreement,
Contract Compliance Officers will be appointed by the Directors of Planning, Parks, and Public
Works Departments to assume the following duties for their respective departments.
1. Ensuring that contractors, subcontractors, consultants, and suppliers subject to these
regulations are familiar with the regulations and the City's equal employment opportunity
policy.
2. Monitoring to assure adherence to federal, state and local laws, policies and guidelines,
EEO COMPLIANCE DOCUMENTS - 2
CITY OF KENT
EQUAL EMPLOYMENT OPPORTUNITY COMPLIANCE STATEMENT
This form shall be filled out AFTER COMPLETION of this project by the Contractor awarded the
Agreement.
I, the undersigned, a duly represented agent of --------- -
Company, hereby acknowledge and declare that the before-mentioned company was the prime
contractor for the Agreement known as that was entered
into on the---,- (date), between the firm I represent and the City of
Kent.
I declare that I complied fully with all of the requirements and obligations as outlined In the City
of Kent Administrative Policy 1.2 and the Declaration City of Kent Equal Employment Opportunity
Policy that was part of the before-mentioned Agreement.
Dated this day of 20—.
By:
For:
Title:
Date:--
EEO COMPLIANCE DOCUMENTS - 3
0'111 BERK
MEMORANDUM
DATE: August 30, 2012
TO: Lorraine Patterson, City of Kent
Chris Hills, City of Kent
FROM: Michael Hodgms
RE. City of Kent Efficiency Study, Proposed Scope and Budget Estimate
Project Understanding
At their July 315� meeting, the Kent City Council passed a resolution which directed the mayor's office to
"hire an independent consultant with experience in analyzing staffing, structure and services provided by
city goveIrriment in order to provive recommendations to generate further efficiencies in governmental
operations, with the goal of reducing the city's annual budget."
Over the past several years, the City of Kent has undertaken meaningful steps to reduce its total number of
employees and increase productivity in response to reduced revenues that have resulted from the
combined effect of several tax limiting measures and the impact of the recent recession and very slow
recovery. At the same time, the City has been managing its response to increased demands for publi--
services that have resulted from the recent Panther Lake annexation which brought an additional 25,000
residents and new revenues, including a 10 year annexation sales tax credit to support revenue shoitalls
in this area.
Given these significant, and still fluid shifts in both the city's revenues and demands for service, it is s
good time to take a deeper look at the efficiency of city governmental operations and to determine how
best to move forward a more tribust, Icrig-tenn fiscal balance. Basco on our discussions and a review of the
presenting challenges, we would propose the following phased approach to meeting the goals stated in the
City Efficiencies Resolution,
Phase 1. The objective of Phase 1 would be to cond-ct a situation assessment and identify possible
efficiency measures Thus phase would he focused on fact finding and presorting choices. options and
preliminary implications We would work collaboratively with the city to ensure that the options reflect the
particular realities of the facing the organization and use the process to build a common understanding of
the situation and the range of options that are available The kov elements in Phase 1 would include.
1. Assessment of the current cost and level-of-service situation at the City
2. An analysis of peer and neighbor jurisdictions to see how the City compares on a range of cost and
revenue metrics
3, Identify possible opportunities to streamline the City's cost structure
4. Conduct an initial, high level assessment of impacts and tradeofts implied by the, options
identified instep 3.
Phase 2. The objective of Phase 2 would be to more fully analyze options identified in Phase 1, select the
most effective options and develop a strategy to move forward This phase would build on the common
understanding of the situation and the options with the goal to develop a strategy and implementation
plan The plan would be developed collaboratively with staff, administration and Council to ensure that the
opportunities and tradeoffs are well understood and the action steps have broad buy in ficirn key
stakeholders It may be desirable to involve some community stakeholders as the plan takes shape to gain
additional perspective on the choices and tradeofts.
T N
I AI
11"IM117114"
City of Kent Efficiency Study
Proposed Scope and Budget
The balance of this memo more fully describes the scope of work, schedule and estimated budget for
Phase 1 of this effort. We believe that it is appropriate to hold off on detailed Phase 2 scoping until after
the results of Phase I and there is a better idea of the range and potential scale of the options identified
for further Study.
Phase I Scope of Work
Task 1: Data Collection and Information Gathering
The initial task is to quickly and efficiently gather the ncces5wy fjota and relevant contextual information
for the subsequent analytic tasks Fins will include an initial kick off meeting and a series of interviews of
key staff and polirymakers The data collection effort will a'so collect the base data to support the peer
and neighbor analysis. Once we have notice-to-proceed, BERK will submit a list of data and document
needs.
Task 2, Situation Assessn7ent
The principal analytic task in Phase I will be to develop a comprehensive situation assessment that looks
at haw the city is currently organized, its cost structure, the demands for city services, the current and
desired levels-of-service and the cost drivers that are likely to have an impact on future cost growth The
assessment will also include a peer and neighbor analysis to provide useful context as to how the City of
Kent compares to its peer and neighbor JU:15dICtI0NS.
Peer and neighbor analysis. Working with the staff, BERK will identify the most appropriate peer
and neighbor jurisdictions, For each, we will collect budget information and conduct a high-level
assessment of key cost and revenue metrics The metrics will be selected to highlight similarities
and possible differences among the sample jurisdictions and the City of Kent it the areas of
revenue policies, revenue yields, staffing levels, levels-of-service and other cost variables.
Assessment of current City Organizational Structure. BERK will review the City's current
organizational structure with a particular focus on staffirg levels, span of control issues and the
relationships between direct service functions and indirect or internal service functions.
Cost and level-of-service analysis. BERK will review and analyze current and historical coat Clara
with a focus on assessing cost efficiency and cost effectiveness of service delivery, trends in both
demands for service and cost of service delivery and identification of key cost drivers, such as,
labor cost escalation and health and benefit costs A key element of the cost analysis will be to
identify where the city should he leveraging its fixed costs ard maxim zing its oppo�tunjties to
benefit from economies-of-scale.
Task 3. Identify Cost Efficiency Opportunities
Once there is a shared undcrstandinp of the city's current situation, PERK will identify potential cost
efficiency and effectiveness opportunities, estimate potential cost impacts and identify possible impacts or
tradeoffs, associated with each. The task will involve direct collaboration with city staff, particularly as it
relates to fully understanding the potential impacts or tradeoffs of any potential efficiency measure.
Identify cost efficiency opportunities. BERK will identify potential cost efficiency and/or cost
effectiveness measures for review and discussion with staff. The measures will consider
opportunities to streamline the city's organizational structure, make better use of potential
economies-cf-scale, or reducing costs through the application of technology or changes in levels-
of-service In addition, there may he opportun,hes that are primarily focused or managing, cost
growth as opposed to reducing the current baseline.
• Estimate range of potential cost implications. BERK will estimate a range of potential cost
implications of pursuing the each of the efficiency measures identified, The cost implications will
be based on both an annual budget perspective and a longer-term outlook(likely 10 years).
Potential impacts and tradeoffs. To understand the implications of pursuing potential cost
efficiency measures, it will be import-ant to identify potential impacts and possible tradeoffs,
44, �,6W,Fim' IfY IN� -�,Ihojo
City of Kent Efficiency Study
Proposed Scope and Budget
At this stage of the study, the analysis of costs and impacts will be high level assessments designed to
provide appropriate context and to better understand the potential costs and benefits of moving forward on
any one efficiency measure It is expected that the options that are carried over to Phase 2 will be more
fully analyzed as part of the selection of preferred options and the de~ielopinent of an implementation pian.
Task 4:Process and Staff Engagement
A key component of this effort will be to ensure that there is an efficient and transparent process for
involving staff and city administration to facilitate information sharing and to ensure that the work is well
grounded in the realities of current service delivery challenges Toward this end, we propose a structured
meeting process built around the followmg,
• Executive team, We would propose the creation of an Executive Team comprised on the Mayor,
the City Administrator and the Human Resources Director (also assumed to be the city's project
manager for this effort) and other staff as necessary The purpose of this group is to provide
overall project direction and provide city policy perspectives throughout the study. We would
anticipate meeting 3-5 times over the course of Phase 1,
Technical team. The Technical To-am would I;kely he comprised of the Department heads who can
assist with information and data needs and provide input on the technical aspects of the study
throughout. It may be desirable to have some or all of the members of the Executive Team to
participate in the Techtircal Team meetings as well. We would anticipate meeting 2-3 times with
the Technical Team during Phase 1.
Products and Deliverables
The following products and deliverables are envisioned as a result Of the Phase 1 work program:
• Meeting materials. BERK will prepare meeting materials to support discussions at the Executive
and Technical team meetings, Materials will general consist of presentation packets highlighting
result of analyses and emerging findings and identifying issue"for discussion
• Briefing packets and presentations. It is expected that there will be at least one Council briefing
and possibly two As such, BERK would be responsible for developing appropriate briefing
materials arid/or presentations for these meetings;
• Draft Phase I Report The results of these efforts will be documented in a Phase I report, which
will present key findings, and recommendations in a form that will be suitable for policy makers
and the other stakeholders More detailed technical documentation would be included as part of a
technical appendix, including as appropriate Supporting analyses, methodoloogies and other
relevant materials that support the key findings and recommendations.
• Final Phase I Report-The final repoA will reflect comments and input from staff on the draft.
Schedule and Budget Estimate
We understand that time is of the essence and that the City would like -,o have the results of this effort to
inform other policy decisions later this year As such we are prepared to begin as soon as the City provides
a notice to proceed and will work with due diligence Based on an assumed starting date sometime in the
week of September 3, 2012, the following are the suggested key milestones for the Phase I study;
• Kick off meeting: Week of Sept 3,2012
• Situation Assessment: Sept—Oct (draft findings week of October 8, 2012)
• Cost Efficiency Opportunities: October(draft findings week of October 22, 2012)
• Council Briefing on Draft Findings week of October 29, 2012
Draft report: week of November 12, 2012
Final Phase I Report:Week of November 26, 2012
A
1p R,
City of Kent Efficiency Study
Proposed Scope and Budget
Exhibit I summarizes the estimated level-of-effort and budget to accomplish the scope of wor% described
above, We will also invoice for direct reimbursable expenses, including travel, printing, and telephone
costs.
Exhibit 1
Estimated Level-of-Effort and Budget.
Tasks Estimated Budget
Task 1: gathering $4,560
Task 2�Situation Assessment $15,040
Task 3:identify Cost Efficiency opportunities $9,560
Task 4:Process and Staff Engagement $9,030
Products and Oeli�erables $5,840
Subtotal Consultant Cost $43,080
Project Expenses @-2%of Project budget $650
L Estlmatpd Project Total $43,730
z7r gr'"iI g,"
1- 7M 1 Oa''„
ffi- . , ? ! I ;WRi, r
EXHIBIT B (Continued)
aggregate and a $1,000,000 products-completed operations
aggregate limit.
1 Professional Liabilitv insurance shall be written with limits no less
an $1,000,000 per claim and $1,000,000 policy aggregate limit.
C. Other Insurance Provisions
The insurance policies are to contain, or be endorsed to contain, the following
provisions for Automobile Liability and Commercial General Liability
insurance-
1. The Consultant's insurance coverage shall be primary insurance as
respect the City, Any Insurance, self-insurance, or insurance pool
coverage maintained by the City shall be excess of the Consultant's
insurance and sha:l not contribute with it.
2, The Consultant's insurance shall be endorsed to state that coverage steal;
not be cancelled by either party, except after thirty (30) days prior
written notice by certified mail, return receipt requested, has been given
to the City.
3. The City of Kent shall be named as an additional Insured on all policies
(except Professional Liability) as respects work performed by or on behalf
of the Consultant and a copy of the endorsement naming the City as
additional insured shall be attached to the Certificate of Insurance, The
City reserves the right to receive a certified copy of all required insurance
policies. The Consultant's Commercial General Liability insurance shall
also contain a clause stating that coverage shall apply separately to each
insured against whom claim is made or suit is brought, except with
respects to the limits of the insurer's liability,
D. Acceptability of Insurers
Insurance is to be placed with Insurers with a current A.M. Best rating of not
less than ANIL
E. Verification of Coverage
Consultant shall furnish the City with original certificates and a copy of the
amendatory endorsements, including but not necessarily limited to the
additional insured endorsement, evidencing the insurance requirements of
the Contractor before commencement of the work.
F. Subcontractors
Consultant shall include all subcontractors as insureds under its policies or
shall furnish separate certificates and endorsements for each subcontractor.
All coverages for subcontractors shall be subject to all of the same insurance
requirements as stated herein for the Consultant.
EXHIBIT B
INSURANCE REQUIREMENTS FOR
CONSULTANT SERVICES AGREEMENTS
Insurance
The Consultant shall procure and maintain for the duration of the Agreement,
insurance against claims for injuries to persons or damage to property which
may arise from or in connection with the performance of the work hereunder
by the Consultant, their agents, representatives, employees or
subcontractors.
A. Minimum Scope of Insurance
Consultant shall obtain Insurance of the types described below:
1. Automobile Liability insurance covering all owned, non-owned,
hired and ]eased vehicles. Coverage shall be written on Insurance
Services Office (ISO) form CA 00 01 or a substitute form providing
equivalent liability coverage. If necessary, the policy shall be
endorsed to provide contractual liability coverage.
2. Commercial General Liabirity Insurance shall be written on ISO
Occurrence form CG 00 01 and shall cover liability arising from
premises, operations, independent contractors, products-ccmpleted
operations, personal injury and advertising injury, and liability
assumed under an insured contract, The City shall be named as an
insured under the Consultant's Commercial General Liability
insurance policy with respect to the work performed for the City
using ISO additional insured endorsement CG 20 10 11 85 or a
substitute endorsement providing equivalent coverage,
3. _Workers')Zompensqtio�n coverage as required by the Industrial
L—
Insurance laws of the State of Washington.
4. Professional
insurance appropriate to the Consultant's
profession,
B. Minimum Amounts of Insurance
Consultant shall maintain the following insurance limits:
1. Autom_obft L-AabLlity insurance with a minimum combined single
ifrmi7jt for bodily injury and property damage of $1,000,000 per
accident.
2. Commercial General Liabilit insurance shall be written with limits
no less than $1,000,000 each occurrence, $2,000,000generat
ACOR[)� CERTIFICATE OF LIABILITY INSURANCE 8/31/2012'
THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER THIS
CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES
BELOW THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED
REPRESENTATIVE OR PRODUCER,AND THE CERTIFICATE HOLDER
IMPORTANT If the certificate holder is an ADDITIONAL INSURED, the policy(Ies) must be endorsed If SUBROGATION IS WAIVED, subject to
the terms and conditions of the policy,certain policies may require an endorsement A statement on this certificate does not confer rights to the
certificate holder in lieu of such endorsement(s)
PRODUCER CONTACT NAME Henry Chao
McDonald Insurance Group, Inc. PHo"EExt) (425)8 2 7-7 4 0 0 AIC NOT (425)e27-7402
416 6th St S EA ry,MAa hen 3mcdonaldins.com
PO BOX 3089 INSURERIS)AFFORDING COVERAGE NAC#
Kirkland WA 98083-3089 INSURER A Valley_Forge_ Insurance Ca__ ___ 2050
- --- --- --- - - -
INSURED INSURER IS National Eire Insurance CO 2047_
Berk & Associates Inc INSURERC Underwriters_ at Lloyds, London 15792
2025 First Ave. Suite 800 INSURER -
INSURER E
Seattle WA 98121 INSURER F
COVERAGES CERTIFICATE NUMBER 11/12 REVISION NUMBER
THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD
INDICATED NOTVI ITHSTANDING A'Vt REQJIREMENT TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT W11H RESPECT TO WHICH THIS
CERTIFICATE MAY BE ISSUED OR MAY PERTAIN THE INSURANCE AFFORDED BY THE Pot ICIES DESCRIBED HEREIN iS SJBJECT TO ALL THE TERMS
EXCLUSIONS AND CONDITIONS OF SUCH POLIC,ES LIMITS SHOWN MAY HAVE BEEN REDUCED BY PA`D CLAIMS
INSR LICY EFF TYPE OF INSURANCE ADDL SUBR� PO POLICY EXP LIMITS
N R D' POLICY NUMBER MM(DDIYYYY! MM+DDiYYYY
GENERAL LIABILITY
FACH OCCOPPFN'-E S 2,000,000
,(`AMAGF TO RFN TED
UibRtch€',AL GENER„= HAN11TY •PJI Eao•w"orice, $
300,000
A CLAIt.15 MADE II OCCUR 4017749SB7 /18/2011 /18/2012 MED EXP,A�,ore person) 'n__- _— 10,000
PERSONAL B AUViNJLRv $ 2,000,000
GrNFRAi AGGREGATF s 42 000,000
GEN L AGGREGATF I IMIT APPL ITS PER PRDPj';Th-COMP'OP AGO S 4,000,000
R (ROt Cy 2 LOG S
a AUTEMOBiLELIABILITY COVUINtL,SING'-LIMIT
$ 1,000,000
B ANYAUTCS AIL OV IIOFi YIN�,IRY fPrr Pe•aor} 5�_-_—_-
• :NED ) SCHEUULED 018239201 /18/2011 b/18/2012
r'JTOS AUTOS Br�CItY INJURY(K'e,a.uder e $
X I x NON-0'NNED Pr:(74'kR fY DAPtAOt
I I IIRFO AUTOS AL TOS I Pe,ac,de It, S _
i
Urma�reJ ne�orri+cornhmad S
3 UMBRELLA UAH OGSUR LAC*CCGURRENCE S
EXCESS LIAR - CLAIMS-MADE AGGR_GATE
pEU RETENTION S
A A5iW0XXVV0WXXXW STOP GAP - WASBINGTON irC STATU x 0'>i
XAXP(EMPLOYERS'LIABILITY YIN( -
IANYPRCPRIE-ORPA RI At R'EXECUT VE Ft FACIIA('�IDFNI S 1 000 000
CFFIQr a VP W13ER EXCLOU Cio L]!NIA __ ____ _________....__ c� _
(Mandatary in NN) 017749887 119/10/2011 /18/2012 i E L DISEASE EA EMPLOYEE)$ 1,000,000
Ifyec dosci,hu bider ___-_ --- _
DESCRIPTION OF OPERATIONS heloW_ _ _ _ EL DISEASE-_POLICY LIMIT $ ',Z,000,_000
C PROFESSIONAL LIABILITY S201137208 19/18/2011 /18/2012 EACH CLAIM $1,000,000
$10,000 DEDUCTIBLE/CLAIM >rLAZMS MADE POLICY AGGREGATE $2,000,000
i
DESCRIPTION OF OPERATIONS 1 LOCATIONS i VEHICLES{Attach ACORD 101,Additional Remaas Schedule,if more space,s required)
re: City of Kent Cost Efficiencies Study
City of Kent is additional insured, primary and noncontributory, for general liability as required by
written contract per form SB146932D attached. Certificate holder is additional insured for auto
liability as required per written contract per form SCA 23 500C attached.
CERTIFICATE HOLDER CANCELLATION
SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE
THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN
City of Kent ACCORDANCE WITH THE POLICY PROVISIONS
220 Fourth Avenue South Kent, WA 98032 AUTHORIZED REPRESENTATIVE
F McAllister, Sr.1KAT ,r'�-" /s' Y• `'!'�
ACORD 25(2010/05) O 1988-2010 ACORD CORPORATION All rights reserved.
INC015+cn„t^h+ri' Tk.n Ar rion noon an,i Innn aen wnniafnenr7 m il,,of Ai-nilan
SB-146932-D
CNA (Ed 07109)
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.
BLANKET ADDITIONAL INSURED - LIABILITY EXTENSION
This endorsement modifies insurance provided under the following
BUSINESSOWNERS LIABILITY COVERAGE FORM
Coverage afforded under this extension of coverage endorsement does not apply to any person or organization covered
as an additional insured on any other endorsement now or hereafter attached to this Policy
1 ADDITIONAL INSURED—BLANKET VENDORS employees or anyone else acting on its
behalf However, this exclusion does not
WHO IS AN INSURED is amended to include as an apply to
additional insured any person or organization (referred
to below as vendor) with whom you agreed because (1) The exceptions contained in
of a written contract or agreement to provide Subparagraphs d. or f.;or
insurance, but only with respect to "bodily Injury" or (2) Such inspections adjustments, tests or
"property damage" arising out of"your products"which servicing as the vendor has agreed to
are distributed or sold in the regular course of the make or normally undertakes to make in
vendor's business, subject to the following additional the usual course of business in
exclusions connection with the distribution or sale of
1. The insurance afforded the vendor does not apply the products,
to: 2. This insurance does not apply to any insured
a. "Bodily injury" or "property damage" for which person or organization, from whom you have
the vendor is obligated to pay damages by acquired such products or any ingredient part or
reason of the assumption of liability in a container, entering into, accompanying or
contract or agreement This exclusion does containing such products
not apply to liability for damages that the 3. This provision 2, does not apply to any vendor
vendor would have in the absence of the included as an insured by an endorsement issued
contract or agreement, by us and made a part o`this Policy
b. Any express warranty unauthorized by you, 4. This provision 2.does not apply if"bodily injury" or
c. Any physical or chemical change in the "property damage" included within the "products-
product made intentionally by the vendor, completed operations hazard" is excluded either
by the provisions of the Policy or by endorsement
� d. Repackaging except when unpacked solely
for the purpose of inspection, demonstration, 2. MISCELLANEOUS ADDITIONAL INSUREDS
testing, or the substitution of parts under WHO IS AN INSURED is amended to include as an
instructions from the manufacturer, and then insured any person or organization (called additional
repackaged in the original container, insured) described in paragraphs 2.a through 2.h.
e. Any failure to make such inspections, below whom you are required to add as an additional
adjustments, tests or servicing as the vendor insured on this policy under a written contract or
has agreed to make or normally undertakes to agreement but the written contract or agreement must
make in the usual course of business, in be,
connection with the distribution or sale of the 1. Currently in effector becoming effective during the
products term of this policy, and
f. Demonstration installation, servicing or repair 2. Executed prior to the "bodily injury," "property
operations, except such operations performed damage"or"personal and advertising injury,"but
at the vendor's premises in connection with
the sale of the product Only the following persons or organizations are
additional insureds under this endorsement and
g. Products which, after distribution or sale by coverage provided to such additional insureds is
you, have been labeled or relabeled or used limited as provided herein
as a container, part or ingredient of any other
thing or substance by or for the vendor, or a. Additional Insured—Your Work
h. "Bodily injury" or "property damage" arising That person or organization for whom you do
out of the sole negligence of the vendor for its work is an additional insured solely for liability
own acts or omission or those of its due to your negligence specifically resulting
SB-146932-D Page 1 of 5
(Ed 07/09)
SB-146932-D
(Ed 07t09)
from your work for the additional insured This insurance does not apply to "bodily
which is the subject of the written contract or injury," "property damage" or "personal and
written agreement No coverage applies to advertising injury" arising out of operations
liability resulting from the sole negligence of performed for the state or municipality
the additional insured
c. Controlling Interest
The insurance provided to the additional
insured is limited as follows Any persons or organizations with a
controlling interest in you but only with respect
(1) The Limits of Insurance applicable to the to their liability arising out of,
additional insured are those specified in
the written contract or written agreement (1) Their financial control of you; or
or in the Declarations of this policy, (2) Premises they own, maintain or control
whichever is less These Limits of while you lease or occupy these
Insurance are inclusive of, and not in premises
addition to, the Lit-nits of Insurance shown
in the Declarations This insurance does not apply to structural
alterations new construction and demolition
(2) The coverage provided to the additional operations performed by or for such additional
insured by this endorsement and insured
paragraph F. . of the definition of"insured
contract" under Liabilit and Medical d. Managers or Lessors of Pre ises
E enses Definitions do not apply to A manager or lessor of premises but only with
"bodily injury" or "property damage" respect to liability arising out of the ownership,
arising out of the "products-completed maintenance or use of that specific part of the
operations hazard" unless required by the premises leased to you and subject to the
written contract or written agreement following additional exclusions
(3) The insurance provided to the additional This insurance does not apply to
insured does not apply to "bodily injury,"
"property damage," or "personal and ( ) Any "occurrence" which takes place after
advertising injury" arising out of the you cease to be a tenant in that premises,
rendering or failure to render any or
professional services_ (2) Structural alterations new construction or
b. State or Political Subdi isions demolition operations performed by or on
A state or political subdivision subject to the behalf of such additional insured_
following provisions o. Mortgagee Assignee or Recei er
(1) This insurance applies only with respect A mortgagee, assignee or receiver but only
to the following hazards for which the with respect to their liability as mortgagee,
state or political subdivision has issued a assignee or receiver and arising out of the
permit in connection with premises you ownership maintenance, or use of a premises
own. rent, or control and to which this by you
insurance applies This insurance does not apply to structural
(a) The existence, maintenance, repair, alterations new construction or demolition
construction, erection, or removal of operations performed by or for such additional
advertising signs, awnings, canopies, insured
cellar entrances, coal holes, f. 0 ners Other Interests—Land is Leased
driveways, manholes, marquees
hoistaway openings, sidewalk vaults. An owner or other interest from whom land
street banners, or decorations and has been leased by you but only with respect
similar exposures, or to liability arising out of the ownership.
(b) The construction, erection, or maintenance or use of that specific part of the
removal of elevators,or land leased to you and subject to the following
additional exclusions
(2) This insurance applies only with respect This insurance does not apply to:
to operations performed by you or on your
behalf for which the state or political (1) Any "occurrence" which takes place
subdivision has issued a permit after you cease to lease that land, or
SB-146932-D Page 2 of 5
(Ed 07l09)
SB-146932-D
(Ed 07/09)
(2) Structural alterations new Da age To Pro ert is replaced by the
construction or demolition operations following
performed by or on behalf of such
additional insured k. Da age To Pro ert
g. Co o ner of Insured Pre ises "Property damage"to:
A co-owner of a premises co-owned by you 1. Property you own, rent or occupy,
and covered under this insurance but only including any costs or expenses
with respect to the co-owners liability as co- incurred by you, or any other person,
owner of such premises organization or entity for repair,
replacement, enhancement,
h. Lessor of E ui ent restoration or maintenance of such
Any person or organization from whom you property for any reason, including
lease equipment Such person or organization prevention injury a person or
are insureds only with respect to their liability damage to another's property,
arising out of the maintenance, operation or 2. Premises you sell, give away or
use by you of equipment leased to you by abandon, if the "property damage"
such person or organization A person's or arises out of any part of those
organizations status as an insured under this premises,
endorsement ends when their written contract
or agreement with you for such leased 3. Property loaned to you,
equipment ends 4. Personal property in the care,
With respect to the insurance afforded these custody or control of the insured,
additional insureds, the following additional That particular part of any real
exclusions apply property on which you or any
This insurance does not apply contractors or subcontractors working
directly or indirectly in your behalf are
(1) To any "occurrence" which takes place performing operations, if the"property
after the equipment lease expires, or damage" arises out of those
(2) To "bodily injury;' "property damage" or operations, or
"personal and advertising injury" arising That particular part of any property
out of the sole negligence of such that must be restored, repaired or
additional insured replaced because "your work" was
Any insurance provided to an additional insured incorrectly performed on it
designated under paragraphs b through h. above Paragraph 2 of this exclusion does not
does not aoply to "bodily injury" or "property apply if the premises are "your work" and
damage" included within the "products-completed were never occupied rented or held for
operations hazard" rental by you
r-
V
3. The following is added to Paragra h H. of the Paragraphs 1, 3 and 4, of this exclusion
BUSINESSOWNERS COMMON POLICY do not apply to "property damage" (other
CONDITIONS than damage by fire or explosion) to
H. Other Insurance premises
_ 4. This insurance is excess over any other (1) rented to you
insurance naming the additional insured (2) temporarily occupied by you with the
as an insured whether primary, excess, permission of the owner,or
contingent or on any other basis unless a (3) to the contents of premises rented to
written contract or written agreement you for a period of 7 or fewer
specifically requires that this insurance be consecutive days.
=_ either primary or primary and A separate limit of insurance
noncontributing. applies to Damage To Premises Rented
® 4. LEGAL LIABILITY—DAMAGE TO PREMISES To You as described in Section D
Liability and Medical Expenses Limits of
A Under 6 Exclusions, 1 Applicable to Insurance
Business Liability Coverage Exclusion k.
SB-146932-D Page 3 of 5
(Ed 07109)
SB-146932-D
(Ed. 07109)
Paragraphs 3, 4, 5, and 6 of this (. Any trustee, if you or an additional
exclusion do not apply to liability insured is a trust,or
assumed under a sidetrack agreement O Any elected or appointed official, if you or
Paragraph 6 of this exclusion does not an additional insured is a political
apply to "property damage" included in subdivision or public entity
the "products-completed operations
hazard" This paragraph e. applies separately to you
and any additional insured
B. Under B E elusions 1. A livable to Bodil In ur
Business Liabilit Co erage the last
paragraph of 2 Exclusions is deleted and Section F. Liabilit and Medical E : enses
replaced by the following Definitions item 3 "Bodily Injury" is deleted and
Exclusions c d e f g h i k 1 s n and o replaced with the following
do not apply to damage by fire to premises Bodil in ur means bodily injury, sickness or
while rented to you or temporarily occupied by disease sustained by a person including death,
you with permission of the owner or to the humiliation, shock, mental anguish or mental
contents of premises rented to you for a injury by that person at any time which results as
period of 7 or fewer consecutive days A a consequence of the bodily injury sickness or
separate limit of irsurance applies to this disease
coverage as described in Section D Liabilit
And Medical E ` enses Li its Of E added Personal and Ad ertising In ur
Insurance. Definition
C. The first Paragraph under item . Da age To The following is added to Section F. Liabilit and
Pre ises Rented To You Li it of Section Medical E enses Definitions ite 14,
D. Liabilit And Medical E enses Li its Personal and Ad ertising In ur in the
Of Insurance is replaced by the following Businesso, ners General Liabilit Co erage
For
The most we will pay under Business Liability
for damages because of "property da age h. Discrimination or humiliation that results in
to an one re ises while rented to you, or injury to the feelings or reputation of a natural
temporarily occupied by you, with the person, but only if such discrimination or
permission of the owner, including contents of humiliation is
such premises rented to you for a period of 7 1. Not done intentionally by or at the
or fewer consecutive days, is the Damage to direction of
Premises Rented to You limit shown in the
Declaration a. The insured,or
Broad Kno ledge of Occurrence b, Any "executive officer," director.
stockholder. partner, member or
The following items are added to E. manager (if you are a limited liability
Businesso ners General Liabilit Conditions company)of the insured, and
in the Businesso ners Liabilit Co erage
For 2. Not directly or indirectly related to the
a. and b. apply to you or to an employment prospective employment,
e. Paragraphs
P Y Y y past employment or termination of
additional insured only when such employment of any person or person by
"occurrence,"offense, claim or"suit' is known any insured
to
B. The following is added to Exclusions, Section
(1) You or any additional insured that is an B.
individual,
(1 )Discri inatwn Relating to Roo
(2) Any partner, if you or an additional D eliing or Pre ises
insured is a partnership.
Caused by discrimination directly or
(3) Any manager, if you or an additional indirectly related to the sale rental, lease
insured is a limited liability company, or sub-lease or prospective sale, rental,
(4) Any "executive officer" or insurance lease or sub-lease of any room, dwelling
manager, if you or an additional insured is or premises by or at the direction of any
a corporation, insured
SB-146932-D Page 4 of 5
(Ed 07109)
SB-146932-D
(Ed 07109)
(1 )Fines or Penalties Personal and Ad ertising In ur I Co erage
Fines or penalties levied or imposed by a does not apply to policies issued in the states
governmental entity because of of New York or Ohio
discrimination D. This provision (E =anded Personal and
C. This provision (E ended Personal and Ad ertising In ur ) does not apply if
Personal and Ad ertising In ur Liabdit is
discrimination or humiliation committed in theo
Ad e In ur ) does not apply t excluded either by the provisions of the Policy
or by endorsement
states of New York or Ohio Also, E ended
m
W
W
V
R
O
4
e
SB-146932-D Page b of 5
(Ed 07f09)
�r SCA 23 500C
CNA (Ed. 02108)
THIS ENDORSEMENT CHANGES THE POLICY, PLEASE READ iT CAREFULLY.
EXTENDED COVERAGE ENDORSEMENT — BA PLUS
This endorsement modifies insurance provided under the following
BUSINESS AUTO COVERAGE FORM
A. Who Is An Insured 1. In a.(2) the limit for the cost of bail bonds is
The following are added, as "insureds," to Who Is An changed from 2,000 to 5,000, and
Insured (Section 11) 2. In a(4) the limit for the loss of earnings is
1. a. Any incorporated entity of which the Named changed from 250 to 500 a day
Insured owns a majority of the voting stock on C. Fello E to ee
the date of inception of this Coverage Form,ro ided that. The Fellow Employee Exclusion contained in Section II
Liability Coverage does not apply
b. The insurance afforded by this provision A.I. Such coverage as is afforded by this provision C. is
does not apply to any such entity that is an
"insured" under any other liability "policy" excess over any other collectible insurance.
providing "auto"coverage D. Ph sisal Da age
2. Any organization you newly acquire or form, other 1. Glass Breakage
than a limited liability company, partnership or
joint venture, and over which you maintain The following paragraph is added to A.3. Glass
majority ownership interest Breakage (Section 111)
The insurance afforded by this provision A.2. With respect to any covered"auto,"any deductible
shown in the Declarations will not apply to glass
a. Is effective on the acquisition or formation breakage if such glass is repaired, in a manner
date and is afforded only until the end of the acceptable to us, rather than replaced
policy period of this Coverage Form, or the
next anniversary of its inception date, 2. Trans ortation E ense
whichever is earlier Paragraph AA. Coverage Extension (Section 111)
b. Does not apply to: is revised with respect to transportation expense
ncurred by you, to provide
(1) "Bodily injury" or "property damage" a. _60 per day, in lieu of 20;subject to
caused by an 'accident" that occurred P Y� 1
before you acquired or formed the b. 1,800 maximum, in lieu of Boo
organization, or
3. Loss of Use E enses
(2) Any such organization that is an 'insured"
under any other liability "policy" providing Paragraph A 4. Coverage Extension (Section 111) _
"auto"coverage is revised, with respect to loss of use expenses
3. An "employee" of yours is an "insured" while incurred by you, to provide
operating a covered auto or an "auto" hired or a. 1,000 maximum, in lieu of 600
rented under a contract or agreement in that 4. Audio Visual And Data Electronic E ui _ ant
"employee's" name, with your permission, while Co erage
perform<ng duties related to the conduct of your
_ business The following is added to Coverage A. (Section
Policy, as used in this provision A. includes those III)
policies that were in force on the inception date of this a. PHYSICAL DAMAGE COVERAGE on a
Coverage Form but covered "auto" also applies to "loss" to any
1. Which are no longer in force, or permanently installed electronic equipment
including as antennas and other accessories
2. Whose limits have been exhausted b. A 100 per occurrence deductible applies to
B. Co erage E tensions—Su le entar Pa ants the coverage provided by this provision D.4.
The following Supplementary Payments in Coverage
Extensions(Section 11), are revised as follows.
SCA 23 500C Page 1 of 3
(Ed 02108)
SCA 23 500C
(Ed 02108)
Hired Autos'. d. The most we will pay for "loss" to a covered
Subject to the fallowing, if Physical Damage "auto"in any one accident is the lesser of
coverage is provided under this policy then Hired (1) 5 000, or
Auto Physical Damage is extended to
(2) 20 of the "auto's" actual cash value
a. Any covered "auto" you lease, hire, rent or (ACV)
borrow without a driver; and E Airbag Co erage
b. Any covered "auto' hired or rooted by your
"employee" without a driver, under a contract The accidental discharge of an airbag shall not be
in that individual "employee's" name, with considered mechanical breakdown
your permission, while performing duties F. Duties In The E ent Of Accident Clai _ Suit Or
related to the conduct of your business Loss
c. The most we will pay for any one"accident"or 1. The following relative to your notification
"loss" is the actual cash value cost of repair, obligation is added as the last paragraph of Loss
cost of replacement or 50,000 whichever is Condition 2.a.
less minus a 500 deductible for each
covered auto No deductible applies to "loss" Your "employees" may know of an "accident" or
caused by fire or lightning 'loss" This will not mean that you have such
knowledge unless such "accident" or `loss" is
d. Such physical damage coverage for hired known to you or if you are not an individual,to any
,autos"will of your executive officers or partners or your
(1) Be excess over any other collectible insurance manager
insurance, 2. The following paragraph, relative to your obligation
(2) Include loss of use, provided it is the to provide us with documents, is added to Loss
consequence of an "accident" for which Condition 2 b.(2)
the Named Insured is legally liable and Your "employees" may know of documents
as a result of which a monetary loss is received concerning a claim or "suit"This will not
sustained by the leasing or rental mean that you have such knowledge unless
concern receipt of such documents is known to you or if
Such coverage as is provided by this you are not an individual, to any of your executive
provision (2) will be subject to a limit of officers or partners or your insurance manager
750 per"accident" G. unintentional O issions
Di inution In Value Your failure to disclose all hazards existing on the date
Subject to the following, the "diminution in value" of inception of this Coverage Form shall not prejudice
exclusion (Section 111)does not apply to you with respect to the coverage afforded provided
such failure or omission is not intentional
a. Any covered "auto" of the private passenger H. International Co erage—Hired Autos
type you lease, hire, rent or borrow, without a
driver for a period of 30 days or less, while Paragraph . Policy Period, Coverage Territory of the
performing duties related to the conduct of General Conditions is amended by the addition of the
your business, and following
b. Any covered "auto" of the private passenger The coverage territory is extended to anywhere in the
type hired or rented by your "employee" world if
without a driver for a period of 30 days or less,
under a contract in that individual a. A covered "auto" of the private passenger type is
"employee's" name, with your permission, leased hired rented or borrowed without a driver
while performing duties related to the conduct for a period of 45 days or less, and
of your business b. The "insured's" responsibility to pay damages is
c. Such coverage as is provided by this determined in a "suit" on the merits, in the United
provision is limited to a "diminution in value" States of America, the territories and possessions
loss arising directly out of accidental damage of the United States of America, Puerto Rico, or
and not as a result of the failure to make Canada or in a settlement we agree to
repairs. faulty or incomplete maintenance or WARNING
repairs. or the installation of substandard
parts Auto accidents in Mexico are subject to the laws of Mexico
only Not the laws of the United States of America
SCA 23 500C Page 2 of 3
(Ed 02/08)
SCA 23 500C
(Ed 02108)
The Republic of Mexico considers any auto accident a a. An "auto"owned by that "executive officer" or
cri inal offense as well as a civil matter a member of that person's household,or
In some cases the coverage provided under this b. An "auto" used by that "executive officer"
endorsement may not be recognized by the Mexican while working in a business of selling,
authorities and we may not be allowed to implement servicing, repairing or parking"autos"
this coverage at all in Mexico You should consider Such Liability andlor Physical Damage Coverage
purchasing auto coverage from a licensed Mexican as is Liability
by this prevision .1.will be
Insurance Company before driving into Mexico
I. Bodii In ur —Mental In ur (1) Equal to the greatest of those coverages
afforded any covered"auto", and
The definition of "bodily injury" (Section V) is revised (2) Excess over any other collectible
as follows
insurance
"Bodily injury"means bodily injury, sickness or disease 2. For purposes of this provision "executive
sustained by a person, including mental anguish,
mental injury or death resulting from any of these officer" means a person holding any of the officer
positions created by your charter, constitution, by-
Dri a Other Car Co erage—E ecuti a Officers laws or any other similar governing document,
1, Any "auto" you don't own, hire or borrow is a and while a resident of the same household,
covered "auto" for Liability Coverage while being includes that person's spouse
used by and for Physical Damage Coverage Such "executive officers" are "insureds" while
while in the care, custody or control of, any of your using a covered"auto"described in .1.
"executive officers,"except
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SCA 23 500C Copyright,CNA Corporation,2000 Page 3 of 3
(Ed 02/08) Includes copyrighted material of the insurance Services Office used with ds permission
McDonald Insurance Group, Inc.
P.0 Box 3089
Kirkland, WA 98033
Applicable to ACORD 25-Certificate of Liability
This certificate of liability insurance does not necessarily imply that primary coverage or other
additional insuied requirements are provided for the additional insured(s) unless an endorsement
I This certificate does not necessarily comply Willi all
is attached speciFNing these coverages.
contract requirements between the named insured and the additional 111SUMI(s) All in%ol%ed
parties should halve their attorney reviev, the policy for actual coyeraoe and compliance with
their written agreement or contract..
Applicable to ACORD 25, 27, 28, and 24
This certificate is the "latest" ACORD 25 (May, 2010)Certificate of Liability Insurance, or
ACORD 27 (December, 2009) E�idence of'Property Insurance or ACORD 28 (December 2009)
Bidence of CommercialProperty Insurance or ACORD 24 (September 2009)Certificate of
Property Insurance . In order to issue certificates from our agency, these revisions listed above
Must be used. If you previously received all ACORD 25, 27, 28 or 24 With an eat her revision
date, there are notable changes between the Forms. Please note the following significant
characteristics ofthe new A�,'ORD lbrins
The cancellation clause refers back to the policy terms
Cancellation notice from the insurance carrier is provided to the first named insured. That
right is not a�ailable to certificate holders
4*4- The ACORD form is copyrighted. Permission to alter it is not a-Vatlable
As Insurance Agents We reeei%e authority from the insurance carriers that We represent to
issue certificates Carriers do not authorize us to include special language or alter the
forin even Without the copyi ight concerns. The carriers also do not authorize us to
complete special coverage I'Ornis provided by the certificate holder.
McDonald Insurance Group, Inc Po Box 3089 Kirkland, VVA 98083
40 REQUEST FOR MAYOR'S SIGNATURE
KENT Please Fill in All Applicable Boxes
WASHINGTON
Routing Information (ALL REQUESTS MUST FIRST BE ROUTED THROUGH THE LAW DEPARTMENT)
Originator c> �Sp Phone (Originator). Zc6 —
Date Sent Date Required: ct Zv 1 2—
Return Signed Document to (�t CONTRACT TERMINATION DATE: t L �t Loc Z
VENDOR NAME: 6E K(C DATE OF COUNCIL APPROVAL Q��( Zp(Z
Brief Explanation of Document:- 5'�„ Kct�
Cam,�� I ,��-� ) auII f� 3c 5 �V c 4
�L V li i e. rYl v t �C` �f Lc �(��GVE v y i4 ct<.r7 _ t c c a�tr 9tv
v b " i� (/ C L c9 filil ekC4t�zcM S `� Vke t'�4c —ft.< L--4 -F
2 �t �k�s u-r. d L/e v Ll wt -e r c
' All Contracts Must Be Routed Through the Law Department
(This Area to be Completed By the Law Department)
Received: 1
Approval of City Attorney:
Y
City Attorney Comments: SEP 0 5 20tL
KEN t LAW DEPT
1,
Date Forwarded to Mayor:
Shaded Areas to Be Completed by Administration Staff
fR46 eive&
LJ
Recommendations & Comments: '{ a
Disposition: '/� /Z
Date Returned:
E
Iage5870 • 2/04