HomeMy WebLinkAbout2014 Insurance and Risk Management Services: Contract Letter of Engagement with James F. Smith April 2, 2014
Mr. Chris Kukulski, City Manager
City of Bozeman
121 North Rouse
Bozeman, Montana 59771-1230
Re: Letter of Engagement
Dear Mr. Kukulski:
This letter will serve as my letter of engagement for specific insurance and risk management
needs of the City of Bozeman. I will be providing in-depth insurance reviews of Bozeman's
current insurance contracts, reviews of past and current insurance claims, and risk management
reviews as needed by the City. I will also be available for in-house training for the various
departments on an as-needed basis on specific topics as requested by the City. Please see Exhibit
A attached for a more specific scope of services. My work will be as an independent contractor
and not as an employee of the City and I agree to comply with the City's Anti-Discrimination
Policy.
My fee for these services is $200/hr. which includes my travel and expenses. The estimated time
for the above referenced services is approximately 20-30 hours annually. I carry Professional
Errors and Omissions Liability insurance with a limit of$250,000 per occurrence. My Federal
Tax ID #is 561-42-5143, and my Montana Consultant's License is #44. This letter of
engagement complies with Montana Statute#33-17-511 which regulates my conduct as an
insurance consultant and requires an acceptance signature on the enclosed copy.
Respectfully submitted:
James Smih,� CU, CIC,AFSB
Accepted by t - Date:
Chris Kukulski, City Manager
EXHIBIT A
Primary Services:
1) Provide a written analysis of the suitability of the City's existing property and
liability coverage. The analysis needs to include how our coverage and service
compares to industry standards and make recommendations to fill gaps if and where
they exist.
2) Assisting the City in identifying its insurable property and liability exposures and
recommending professional methods to reduce, assume or transfer risk of loss;
3) As requested, providing risk management guidance and training to officials and
employees of the City;
4) Reviewing with appropriate City officials any additional coverages that should be
carried but are not covered by the City's current programs, and subject to City's
authorization, assist in the marketing and placing such insurance on the City's behalf,
5) Assisting the City if requested in the preparation of applications, statements of values,
and similar documents requested by insurance underwriters, it being understood that
this is not inclusive of any appraisal work;
6) As requested, reviewing certificates of insurance, endorsements, and contracts with
contractors, vendors, and professionals and reviewing any insurance requirements
and/or contracts in conjunction with such requests; and
7) As requested, reviewing applications for street closures, park reservations, and
encroachment for appropriate indemnification and insurance information; and
8) Reviewing loss reports and generally assist City officials to meet loss containment
objectives_
Additional Services Upon Request by City:
9) Assisting the City if requested in the preparation of its annual insurance budget;
10)Attending meetings with employees and officials as requested to promote the safety
objectives of the City;
11)Assisting where needed or requested and only as appropriate in the settlement of
claims, with the understanding that the scope of services does not include the work
normally done by a public adjuster;
12)Assist in the development if requested of a City-wide policy, regulation, and
procedures to protect the health and safety of the employees and public and protect
the City from liability; and
13)Any other insurance or risk management services deemed necessary by the City.
CITY OF BOZEMAN'S ANTI-DISCRIMINATION POLICY
I, James F. Smith, will not discriminate on the basis of race, color, religion, creed, sex, age,
marital status,national origin, or because of actual or perceived sexual orientation, gender
identity, or disability in fulfillment of a contract entered into for the services identified in the
insurance and risk management consultant Request for Qualifications. This prohibition on
discrimination shall apply to the hiring and treatment of my employees and to all subcontracts I
enter into related to fulfillment of the services identified in the insurance and risk Request for
Qualifications and Professional Services Agreement.
BY &*L4 Date hl r 3 -)W
Ja es F. Smith, Consultant