HomeMy WebLinkAboutES11-098 - Amendment - Carl Warren & Company - Claims Consultant Services - 01/01/2020 FOR CITY OF KENT OFFICIAL USE ONLY
Sup/Mgr:
Agreement Routing Form Dir Asst:
• For Approvals,Signatures and Records Management Dir/Dep:
KE N T This form combines&replaces the Request for Mayor's Signature and Contract Cover (Optional)
WASHINGTON Sheet forms.
Originator: Department:
Ellaine Wi for Chris Hills Human Resources
Date Sent: Date Required:
c 06/18/2024 N/A
CL Director or Designee to Sign. Date of Council Approval:
Q N/A
Budget Account Number: Grant?[:]YesZNo
56701450.1750.64190
Budget?R]Yes:No Type: N/A
Vendor Name: Category:
Carl Warren & Company Contract
Vendor Number: Sub-Category:
_ #326769 Amendment
0
Project Name:
E
�° ProjectDetails:Third Party Administrator (TPA) for General Liability Claims
_
a)
E4) Agreement Amount: $291 474 Basis for Selection of Contractor: Direct Negotiation
`Memo to Mayor must be attached
3- Start Date: 12/17/2010 Termination Date: 12/31/2025
Q Local Business?F--]YesF--]No* If meets req uiremen ts per KCC 3.70.100,please complete"Vendor Purchase-Local Exceptions'form on Cityspace.
Business License Verification:Yes:ln-Process:Exempt(KCC 5.01.045)
Notice required prior to disclosure? Contract Number:
F1Yes�✓ No ES11-098
Comments:
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Date Routed to the City Clerk's Office: 6/18/24 Interlocal Agreement has been uploaded to website:
adccW22313_1_20 Visit Documents.KentWA.gov to obtain copies of all agreements
rev.20210513
'dO "
CARL WARREN d COMPANY
Claims Management and Solutions
AMENDMENT NO. 1
AMENDMENT TO THE CONSULTANT SERVICES AGREEMENT
("Amendment'D by and between the CITY OF KENT A Washington
municipal corporation (hereinafter the "Clty'D, and CARL WARREN &
COMPANY, organized under the laws of the State of California,
("Contractor") is effective as of the lst day of January 2020.
RECITALS
A. City and Contractor entered into that certain Agreement for Contractual
Services dated January 1, 2014 ("Agreement") whereby Contractor
agreed to provide third-party claims administration services for a 2-year
term with 3-1-year options ending on December 31, 2019, and for an initial
Contract Sum of $266,628,
B. City and Contractor now desire to amend the Agreement to extend the
term for three years with 1-3-year option to end on December 31, 2025,
and to increase the Contract Sum to $291,474.
TERMS
I. Contract Changes. The Agreement Is amended as provided herein.
(a) Section 2,1, Contract Sum, is hereby amended to read as
follows;
"For the services rendered pursuant to this Agreement, the Contractor shall
be compensated In accordance with the "Schedule of Compensation"
attached hereto as Exhibit "C" and Incorporated amount of Two Hundred
and Ninety-One thousand Four Hundred and Seventy-Four Dollars
($291,474) (herein "Contract Sum"), The method of compensation will be
quarterly in advance. The fixed annual fee will cover the first 114 claims
received within that contract year. Claims received in excess of 114 claims
in any contract year will be billed at a flat rate of $850 per suffix for Bodily
Injury and $450 per suffix for Property Damage. Compensation may include
reimbursement for actual and necessary expenditures for reproduction
costs, telephone expense, transportation expense approved by the
Contract Officer in advance, and no other expenses and only if specified
PO Box 25180, Santa Ana, CA 92799
Direct: 657-622-4200 1 Fax: 866-254-4423 1 www.carlwarren.com
CA License ti 2607296
in the Schedule of Compensation. The Contract Sum shall include FOUR
quarterly claims reviews per year and a stewardship report annually,
(b) Section 3.4, Term & Extended Term(s), is hereby replaced in its
entirety with the following:
"Unless earlier terminated in accordance with terms of the original
Agreement, this Agreement shall continue in full force and effect from and
after January 1, 2020 and end at the close of business on December 31,
2025."
(c) A new row Is hereby added to the chart In the Section B-1 of Exhibit
C, Schedule of Compensation, which shall read as follows:
CLAIMS ADMINISTRATION OPTION OPTION
SERVICES YEAR I YEAR 2 YEAR 3 YEAR I YEAR 2
Fixed Annual Rate $55,788 $57,015 $58.269 1 $59,550 $60,852
Incident Report/Record Only Included Included Included Included Included
Telephone Included Included Included Included Included
Copy Work Included Included Included Included Included
Steno ra hs Included Included Included Included Included
Postage Included Included Included Included Included
Office Expense Included Included Included Included Included
Claims Set-Up Fee Included Included Included Included Included
Data Processing Included Included Included Included Included
Index Bureau(ISO Claims Search Included Included Included Included Included
and OFAC
MMSEA Filing Fee Olability clolms) Included Included Included Included Included
Miscellaneous/Allocated Loss
Adjustment Expenses(I.e. police reports, medical At Cost At Cost At Cost At Cost At Cost
records, etc.
Adjuster Services $90 $92 $92 $94 $94
per hour perhour I perhour perhour perhour
Mileage IRS Rate IRS Rate IRS Rate IRS Rate IRS Rate
Photographs Included Included Included Included Included
Duplicate Photographs Included Included Included Included Included
21%of 21%of 21%of 21%of 21%of
Subrogation net net net net net
recovery recovery recovery recovery recovery
Outside Investigations At Cost At Cost At Cost At Cost At Cost
Appraisals At Cost At Cost At Cost At Cost At Cost
Surveillance/Fraud Unit At Cost At Cost At Cost At Cost At Cost
• Data Management
• Account Management Included Included Included Included Included
• Annual Stewardship
• Quarterly Claims Review
�JJJ •,
• RMIS Training/Technical
Support
• Data Converslon(s)
• 3 Users RMIS Access
• Standard Monthly Loss Runs Included Included Included Included Included
• Report Programming
• Carrier TPA Oversight (Data
Extract. Feeds, Audits
Compliance&Re ortin
Exit IT Services $250 $250 $250 $250 $250
per hour per hour per hour perhour per hour
Trust Account Maintenance Included Included Included Included Included
Check Issuance&Reconciliations Included Included Included Included Included
1099 Reporting,Including IRS File Included Included Included Included Included
"Contractor will submit invoices to CITY for approval and payment on a
Quarterly basis in the amount of 114 of the Fixed Annual Compensation.
II. Continuing Effect of Agreement. Except as amended by this Agreement,
all prevision of the Agreement shall remain unchanged and in full force
and effect. From and after the date of this Amendment, whenever the
term "Agreement" appears in the Agreement, it shall mean the
Agreement, as amended by this Amendment to the Agreement.
III. Affirmation of Agreement; Warrant Re Absence of Defaults. City and
Contractor each ratify and reaffirm each one of the respective rights and
obligations arising under the original Agreement. Each party represents
and warrants to the other that there have been no written or oral
modifications to the Agreement other than as provided herein. Each party
represents and warrants to the other that the Agreement is currently an
effective, valid, and binding obligations.
Contractor represents and warrants to the City that, as of the date of this
Amendment, City Is not In default of any material term of the Agreement
and that there have been no events that, with the passing of time or the
giving of notice, or both, would constitute a material default under the
Agreement.
City represents and warrants to Contractor that, as of the date of this
Amendment, Contractor is not in default of any material term of the
Agreement and that there have been no events that, with the passing of
time or the giving of notice, or both, would constitute a material default
under the Agreement.
IV. Adequate Consideration. The parties hereto irrevocably stipulate and
agree that they have each received adequate and Independent
consideration for the performance of the obligations they have
undertaken pursuant to this Amendment.
V. Authority. The persons executing this Agreement on behalf of the parties
hereto warrant that (i) such party is duly organized and existing, (li) they
are duly authorized to execute and deliver this Agreement on behalf of
said party, (iii)by so executing this Agreement, such party is formally bound
to the provisions of this Agreement, and (iv) the entering Into this
Agreement does not violate any provision of any other Agreement to
which said party is bound.
IN WITNESS WHEREOF, the parties hereto have executed this agreement on the
date and year first-above written.
(CONTRACTOR) (CITY)
CARL WARREN & COMPANY CITY OF KENT, WASHINGTON
Company Name City Name
Signature Signature
Richard McAbee r',Ao i AA�( I
Print Name Print Name
Chief Marketing Officer l l Is�Ag,
Title Title
4(:kit I t i %�eku"ug I + _ ��
Date Dat—e �3
ANY ALTERATIONS TO THIS CONTRACT WILL RENDER THE CONTRACT NULL AND VOID. THE
PRICING QUOTED IN THIS CONTRACT WILL REMAIN EFFECTIVE FOR THIRTY (30) DAYS FROM
THE INCEPTION DATE LISTED ON THIS CONTRACT AFTER WHICH TIME THE CONTRACT WILL
BE RECINDED.