Beecher Carlson ~ CITY OF TIGARD,OREGON
PERSONAL SERVICES CONTRACT (C(DPY
INSURANCE AGENT OF RECORD
THIS AGREEMENT made and entered into this 25th day of March, 2009 by and between the Ciry of Tigard, a
municipal corporation of the State of Oregon,hereinafter called City, and( � hereuiafter called Agent.
�ec��y—
RECITALS
WHEREAS Cite has need for the services of a company with a particular training, ability, knowledge, and experience
possessed by Agent, and
WHEREAS City has determined that Agent is qualified and capable of performing the professional services as City
does hereinafter require,under those terms and conditions set forth,
THEREFORE the Parties agree as follows:
1. SERVICES TO BE PROVIDED
Agent shall initiate services immediately upon receipt of City's notice to proceed, together with an executed
copy of this Agreement. Agent agrees to complete work that is detailed in Exhibit A and by this reference
made a part hereof.
2. EFFECTIVE DATE AND DURATION
This Agreement shall become effective upon the date of execution, and shall expire, unless otherwise
terminated or extended, on March 25, 2014. All work under this Agreement shall be completed prior to the
expiration of this Agreement.
3. COMPENSATION
City agrees to pay Agent not to exceed Thirty Three Thousand Dollars ($33,000) annually for performance of
those services described herein for the first year of the contract. Each subsequent year of the contract
beginnuig July 1, 2010, fee for service will be calculated by adding an annual escalator of two percent (2%) for
each of the following years during which the contract is in effect. Payment shall be based upon the following
applicable terms:
A. Payment by City to Agent for performance of services under this Agreement includes all expenses
incurred by Agent, with the exception of expenses, if any identified in this Agreement as separately
reimbursable.
B. Payment will be made annually based on Agent's invoice of July 1st, subject to the approval of the
City Manager, or designee.
C. Payment by City shall release City from any further obligation for payment to Agent, for services
performed or expenses incurred as of the date of the invoice. Payment shall not be considered
acceptance or approval of any work or waiver of any defects therein.
D. Agent shall make payments promptly, as due, to all persons supplying labor or materials for the
prosecution of this work.
E. Agent shall not permit any lien or claim to be filed or prosecuted against the City on any account of any
labor or material furtlished.
F. Agent shall pay to the Department of Revenue all sums withheld from employees pursuant to ORS
316.167.
G. If Agent fails, neglects or refuses to make prompt payment of any claim for labor or services furnished
to Agent or a subcontractor by any person as such claim becomes due, City's Finance Director may pay
such claim and charge the amount of the payment against funds due or to become due the Agent. The
payment of the claim in this manner shall not relieve Agent or their surety from obligation with respect
to any unpaid claims.
H. Agent shall pay employees at least time and a half pay for all overtime worked in excess of 40 hours in
any one week except for individuals under the contract who are excluded under ORS 653.010 to
653.261 or under 29 USC sections 201 to 209 from receiving overtime.
I. Agent shall promptly, as due, make payment to any person, co-partnership, association or corporation,
furnishing medical, surgical and hospital care or other needed care and attention incident to sickness or
injury to the employees of Agent or all sums which Agent agrees to pay for such services and all
moneys and sums which Agent collected or deducted from the wages of employees pursuant to any
law,contract or agreement for the purpose of providing or paying for such service.
J. The City certifies that sufficient funds are available and authorized for expenditure to finance costs of
this contract.
4. OWNERSHIP OF WORK PRODUCT
City shall be the owner of and shall be entitled to possession of any and all work products of Agent which result
from this Agreement, including any computations, plans, correspondence or pertinent data and information
gathered by or computed by Agent prior to termination of this Agreement by Agent or upon completion of the
work pursuant to this Agreement.
5. ASSIGNMENT/DELEGATION
Neither party shall assign, sublet or transfer any interest in or duty under this Agreement without the written
consent of the other and no assignment shall be of any force or effect whatsoever unless and until the other
party has so consented. If City agrees to assignment of tasks to a subcontract,Agent shall be fully responsible
for the acts or omissions of any subcontractors and of all persons employed by them, and neither the approval
by City of any subcontractor not anything contained herein shall be deemed to create any contractual relation
between the subcontractor and City.
6. STATUS OF AGENT AS INDEPENDENT CONTRACTOR
Agent certifies that:
A. Agent acknowledges that for all purposes related to this Agreement,Agent is and shall be deemed to be
an independent contractor as defined by ORS 670.700 and not an employee of City, shall not be
entitled to benefits of any kind to which an employee of City is entitled and shall be solely responsible
for all payments and taxes required by law. Furthermore,in the event that Agent is found by a court of
law or any administrative agency to be an employee of City for any purpose, City shall be entitled to
offset compensation due, or to demand repayment of any amounts paid to Agent under the terms of
this Agreement, to the full extent of any benefits or other remuneration Agent receives (from City or
third party) as a result of said finding and to the full extent of any payments that City is required to
make (to Agent or to a third party) as a result of said finding.
B. The undersigned Agent hereby represents that no employee of the City, or any partnership or
corporation in which a City employee has an interest, has or will receive any remuneration of any
description from Agent, either directly or indirectly, in connection with the letting or performance of
this Agreement,except as specifically declared in writing.
If this payment is to be charged against Federal funds, Agent certifies that he/she is not currently
employed by the Federal Government and the amount charged does not exceed his or her normal
charge for the type of service provided.
Agent and its employees, if any, are not active members of the Oregon Public Employees Retirement
System and are not employed for a total of 600 hours or more in the calendar year by any public
employer participating in the Retirement System.
C. Agent certifies that it currently has a City business license or will obtain one prior to delivering services
under this Agreement.
D. Agent is not an officer, employee, or agent of the.City as those terms are used in ORS 30.265.
7. INDEMNIFICATION
City has relied upon the professional ability and training of Agent as a material inducement to enter into this
Agreement. Agent warrants that all its work will be performed in accordance with generally accepted
professional practices and standards as well as the requirements of applicable federal, state and local laws, it
being understood that acceptance of a Agent's work by City shall not operate as a waiver or release.
Agent agrees to indemnify and defend the City,its officers, agents and employees and hold them harmless from
any and all liability, causes of action, claims, losses, damages, judgments or other costs or expenses including
attorney's fees and witness costs and (at both trial and appeal level, whether or not a trial or appeal ever takes
place) that may be asserted by any person or entity which in any way arise from, during or in connection with
the performance of the work described in this contract, except liability arising out of the sole negligence of the
City and its employees. Such indemnification shall also cover claims brought against the City under state or
federal worker's compensation laws. If any aspect of this indemnity shall be found to be illegal or invalid for
any reason whatsoever, such illegality or invalidity shall not affect the validity of the remainder of this
indemnification.
8. INSURANCE
Agent and its subcontractors shall maintain insurance acceptable to City in full force and effect throughout the
term of this contract. Such insurance shall cover all risks arising directly or indirectly out of Agent's activities or
work hereunder,including the operations of its subcontractors of any tier.
The policy or policies of insurance maintained by the Agent and its subcontractor shall provide at least the
following limits and coverages:
A. Commercial General Liability Insurance
Agent shall obtain, at Agent's expense, and keep in effect during the term of this contract,
Comprehensive General Liability Insurance covering Bodily InjurST and Property Damage on an
"occurrence" form (1996 ISO or equivalent). This coverage shall include Contractual Liability
insurance for the indemnity provided under this contract. The following insurance will be carried:
Coverage Limit
General Aggregate 2,000,000
Products-Completed Operations Aggregate 1,000,000
Personal &Advertising Injury 1,000,000
Each Occurrence 1,000,000
Fire Damage (Any one fire) 50,000
Medical Expense (Any one person) 5,000
B. Professional Liabilio
Agent shall obtain, at Agent's expense, and keep in effect during the term of this contract,
Professional Liability Insurance covering any damages caused by an error, omission or any negligent
acts. Combined single limit per occurrence shall not be less than $1,000,000, or the equivalent.
Annual aggregate limit shall not be less than $2,000,000.
C. Commercial Automobile Insurance
Agent shall also obtain, at Agent's expense, and keep in effect during the term of the contract,
Commercial Automobile Liability coverage including coverage for all owned, hired, and non-owned
vehicles. The Combined Single Limit per occurrence shall not be less than $1,000,000.
D. Workers' Compensation Insurance
The Agent,its subcontractors, if any, and all employers providing work, labor or materials under this
Contract that are either subject employers under the Oregon Workers' Compensation Law and shall
comply with ORS 656.017, which requires them to provide workers' compensation coverage that
satisfies Oregon law for all their subject workers or employers that are exempt under ORS 656.126.
Out-of-state employers must provide Oregon workers' compensation coverage for their workers
who work at a single location within Oregon for more than 30 days in a calendar year. Agents who
perform work without the assistance or labor of any employee need not obtain such coverage. This
shall include Employer's Liability Insurance with coverage limits of not less than $1,000,000 each
accident.
E. Additional Insured Provision
The Commercial General Liability Insurance and Commercial Automobile Insurance policies and
other policies the City deems necessary shall include the City, its officers, directors, and employees
as additional insureds with respect to this contract.
F. Notice of Cancellation
There shall be no cancellation, material change, exhaustion of aggregate limits or intent not to renew
insurance coverage without 30 days written notice to the City. Any failure to comply with this
provision will not affect the insurance coverage provided to the City. The 30 days notice of
cancellation provision shall be physically endorsed on to the policy.
G. Insurance Carrier Rating
Coverages provided by the Agent must be underwritten by an insurance company deemed
acceptable by the City. The City reserves the right to reject all or any insurance carrier(s) with an
unacceptable financial rating.
H. Certificates of Insurance
As evidence of the insurance coverage required by the contract, the Agent shall furnish a Certificate
of Insurance to the City. No contract shall be effected until the required certificates have been
received and approved by the City. The certificate will specify and document all provisions within
this contract. A renewal certificate will be sent to the above address 10 days prior to coverage
expiration.
I. Independent Contractor Status
The service or services to be rendered under this contract are those of an independent contractor.
Agent is not an officer, employee or agent of the City as those terms are used in ORS 30.265.
J. Primacy Coverage Clarification
The parties agree that Agent's coverage shall be primary to the extent permitted by law. The parties
further agree that other insurance maintained by the City is excess and not contributory insurance
with the insurance required in this section.
K. Cross-Liability Clause
A cross-liability clause or separation of insureds clause will be included in all general liability,
professional liability,pollution and errors and omissions policies required by this contract.
Agent's insurance policy shall contain provisions that such policies shall not be canceled or their limits of
liability reduced without thirty (30) days prior notice to City. A copy of each insurance policy, certified as a true
copy by an authorized representative of the issuing insurance company, or at the discretion of City, in lieu
thereof, a certificate in form satisfactory to City certifying to the issuance of such insurance shall be forwarded
to:
Loreen Mills,Asst. to the City Manager
City of Tigard Business Phone: 503-718-2417
13125 SW Hall Blvd. Business Fax: 503-684-7297
Tigard, Oregon 97223 Email Address: loreenQatioard-or.us
Such policies or certificates must be delivered prior to commencement of the work.
The procuring of such required insurance shall not be construed to limit Agent's liability hereunder.
Notwithstanding said insurance, Agent shall be obligated for the total amount of any damage, injury, or loss
caused by negligence or neglect connected with this contract.
9. METHOD & PLACE OF SUBMITTING NOTICE,BILLS AND PAYMENTS
All notices, bills and payments shall be made in writing and may be given by personal delivery, snail or by fax.
Payments may be made by personal delivery, mail, or electronic transfer. The following addresses shall be used
to transmit notices,bills,payments, and other information:
City Agent_ _
City of Tigard Beecher Carlson Insurance Agency LLC
Attn: Loreen Mills,Assistant to the City Attn: Ron Cutter,
Manager
13125 SW Hall Blvd., Tigard, Oregon 220 NW Second Avenue, Suite 800,
97223 Portland, Oregon 97209
Phone: 503-718-2417 Phone: 503-222-1831
Fax: 503-684-7297 Fax: 503-274-0323
Email Address: loreenn_,tigard-or.gov Email Address:
ron.curtexCa beechercarison.corn
and when so addressed, shall be deemed given upon deposit in the United States mail, postage prepaid, or
when so faxed, shall be deemed given upon successful fax. In all other instances, notices, bills and payments
shall be deemed given at the time of actual delivery. Changes may be made in the names and addresses of the
person to who notices,bills and payments are to be given by giving written notice pursuant to this paragraph.
10. MERGER
This writing is intended both as a final expression of the Agreement between the parties with respect to the
included terms and as a complete and exclusive statement of the terms of the Agreement. No modification of
this Agreement shall be effective unless and until it is made in writing and signed by both parties.
11. PROFESSIONAL SERVICES
The City requires that services provided pursuant to this agreement shall be provided to the City by a Agent
that does not represent clients on matters contrary to City interests. Further,Agent shall not engage services of
an attoiney and/or other professional who individually, or through members of his/her same firm, represents
clients on matters contrary to City interests.
Should the Agent represent clients on matters contrary to City interests or engage the services on an attorney
and/or other professional who individually, or through members of his/her same firm, represents clients on
matters contrary to City interests, Agent shall consult with the appropriate CITY representative regarding the
conflict.
After such consultation, the Agent shall have 45 days to eliminate the conflict to the satisfaction of the City. If
such conflict is not eliminated within the specified time period, the agreement may be terminated pursuant to
Section 13 (B) (3) of this agreement.
12. TERMINATION WITHOUT CAUSE
At any time and without cause, either party shall have the right to terminate this Agreement by giving 90 days
written notice to the other party. If City terminates the contract pursuant to this paragraph, it shall pay Agent
for services rendered to the date of termination.
13. TERMINATION WITH CAUSE
A. City may terminate this Agreement effective upon delivery of written notice to Agent, or at such later
date as may be established by City,under any of the following conditions:
1) If City funding from federal, state,local, or other sources is not obtained and continued at levels
sufficient to allow for the purchase of the indicated quantity of services. This Agreement may
be modified to accommodate a reduction in funds
2) If federal or state regulations or guidelines are modified, changed, or interpreted in such a way
that the set-vices are no longer allowable or appropriate for purchase under this Agreement.
3) If any license or certificate required by law or regulation to be held by Agent,its subcontractors,
agents, and employees to provide the services required by this Agreement is for any reason
denied,revoked, or not renewed.
4) If Agent becomes insolvent, if voluntary or involuntary petition in bankruptcy is filed by or
against Agent,if a receiver or trustee is appointed for Agent, or if there is an assignment for die
benefit of creditors of Agent.
Any such termination of this agreement under paragraph (a) shall be without prejudice to any
obligations or liabilities of either party already accrued prior to such tennuzation.
B. City, by written notice of default (including breach of contract) to Agent, may terminate the whole or
any part of this Agreement:
1) If Agent fails to provide services called for by this agreement within the time specified herein or
any extension thereof, or
2) If Agent fails to perform any of the other provisions of this Agreement, or so fails to pursue
the work as to endanger performance of this agreement in accordance with its terms, and
after receipt of written notice from City, fails to correct such failures within ten (10) days or
such other period as City may authorize.
3) If Agent fails to eliminate a conflict as described in Section 11 of this agreement.
The rights and remedies of City provided in the above clause related to defaults (including breach of
contract) by Agent shall not be exclusive and are in addition to any other rights and remedies provided
by law or under this Agreement.
If City terminates this Agreement under paragraph (b),Agent shall be entitled to receive as full payment
for all services satisfactorily rendered and expenses incurred, an amount which bears the same ratio to
the total fees specified in this Agreement as the seivices satisfactorily rendered by Agent bear to the
total services otherwise required to be performed for such total fee; provided, that there shall be
deducted from such amount the amount of damages,if any,sustained by City due to breach of contract
by Agent. Damages for breach of contract shall be those allowed by Oregon law, reasonable and
necessary attorney fees, and other costs of litigation at trial and upon appeal.
14. ACCESS TO RECORDS
City shall have access to such books, documents, papers and records of Agent as are directly pertinent to this
Agreement for the purpose of making audit, examination, excerpts and transcripts.
15. FORCE MAJEURE
Neither City nor Agent shall be considered in default because of any delays in completion and responsibilities
hereunder due to causes beyond the control and without fault or negligence on the part of the parties so
disenabled,including but not restricted to, an act of God or of a public enemy, civil unrest,volcano, earthquake,
fire, flood, epidemic, quarantine restriction, area-wide strike, freight embargo, unusually severe weather or delay
of subcontractor or supplies due to such cause; provided that the parties so disenabled shall within ten (10) days
from the beginning of such delay, notify the other party in writing of the cause of delay and its probable extent.
Such notification shall not be the basis for a claim for additional compensation. Each party shall, however,
make all reasonable efforts to remove or eliminate such a cause of delay or default and shall, upon cessation of
the cause,diligently pursue performance of its obligation under the Agreement.
16. NON-WAIVER
The failure of City to insist upon or enforce strict performance by Agent of any of the terms of this Agreement
or to exercise any rights hereunder should not be construed as a waiver or relinquishment to any extent of its
rights to assert or rely upon such terms or rights on any future occasion.
17. NON-DISCRIMINATION
Agent agrees to comply with all applicable requirements of federal and state civil rights and rehabilitation
statues, rules, and regulations. Agent also shall comply with the Americans with Disabilities Act of 1990, ORS
659.425,and all regulations and admiuustradve rules established pursuant to those laws.
18. ERRORS
Agent shall perform such additional work as may be necessary to correct errors in the work required under this
Agreement without undue delays and without additional cost.
19. EXTRA(CHANGES)WORK
Only the City's.?assistant to the City Manager,Loreen Mills,may authorize extra (and/or change)work. Failure
of Agent to secure authorization for extra work shall constitute a waiver of all right to adjustment in the
contract price or contract time due to such unauthorized extra work and Agent thereafter shall be entitled to no
compensation whatsoever for the performance of such work.
20. WARRANTIES
All work shall be guaranteed by Agent for a period of one year after the date of final acceptance of the work by
the owner. Agent warrants that all practices and procedures, workmanship and materials shall be the best
available unless otherwise specified in the profession. Neither acceptance of the work nor payment therefore
shall relieve Agent from liability under warranties contained in or implied by this Agreement.
21. ATTORNEY'S FEES
In case suit or action is instituted to enforce the provisions of this contract, the parties agree that the losing
party shall pay such sum as the court may adjudge reasonable attorney fees and court costs, including attorney's
fees and court costs on appeal.
22. GOVERNING LAW
The provisions of this Agreement shall be construed in accordance with the provisions of the laws of the State
of Oregon. Any action or suits involving any question arising under this Agreement must be brought in the
appropriate court of the State of Oregon.
23. COMPLIANCE WITH APPLICABLE LAW
Agent shall comply with all federal, state, and local laws and ordinances applicable to the work under this
Agreement,including those set forth in ORS 279.310 to 279.322.
24. CONFLICT BETWEEN TERMS
It is further expressly agreed by and between the parties hereto that should there be any conflict between the
terms of this instrument in the proposal of the contract, this instrument shall control and nothing herein shall
be considered as an acceptance of the said terms of said proposal conflicting herewith.
25. AUDIT
Agent shall maintain records to assure conformance with the terms and conditions of this Agreement, and to
assure adequate performance and accurate expenditures within the contract period. Agent agrees to permit
City, the State of Oregon, the federal government, or their duly authorized representatives to audit all records
pertaining to this Agreement to assure the accurate expenditure of funds.
26. SEVERABILITY
In the event any provision or portion of this Agreement is held to be unenforceable or invalid by any court of
competent jurisdiction, the validity of the remaining terms and provisions shall not be affected to the extent that
it did not materially affect the intent of the parties when they entered into the agreement.
27. MEDICAL CARE AND WORKERS' COMPENSATION
Agent shall promptly, as due, make payment to any person, con-partnership, association or corporation,
furnishing medical, surgical and hospital care or other needed care and attention incident to sickness or injury,
to the employees of such Agent, of all sums which the Agent agrees to pay for such services and all moneys and
sums which the Contractor collected or deducted from the wages of t1-le employees pursuant to any law,
contractor agreement for the purpose of providing or paying for such service.
28. COMPLETE AGREEMENT
This Agreement and attached exhibits constitutes the entire Agreement between the parties. No waiver,
consent,modification, or change of terns of this Agreement shall bind either party unless in writing and signed
by both parties. Such waiver, consent, modification, or change if made, shall be effective only in specific
instances and for the specific purpose given. There are no understandings, agreements, or representations, oral
or written, not specified herein regarding this Agreement. Agent, by the signature of its authorized
representative,hereby acknowledges that he has read this Agreement,understands it and agrees to be bound by
its terms and conditions.
IN WITNESS WHEREOF, City has caused this Agreement to be executed by its duly authorized undersigned
officer and Agent has executed this Agreement on the date hereinabove first written.
City of Tigard
By: Ciaig P osser, City'Mw-eager Date
Beecher Carlson Insurance Agency, LLC
—I-2 D `�
By: Agent's Signature Date
EXHIBIT A
SERVICES TO BE PROVIDED
Insurance Agent of Record will provide the following services for property,liability and workers' compensation programs:
1. Assist in the design of a comprehensive insurance program,addressing retention levels,broadest available coverage terms
and insurer financial security.
2. Make recommendations for self-insurance and other risk-financing methods as appropriate.
3. Organize renewal underwriting information and prepare insurance specifications.
4. Prepare marketing strategies for review by City prior to approaching markets.
5. Approach insurance marketplace on behalf of City. Analyze insurer proposals with respect to cost,coverage and stability
of insurers. Review proposals received from insurance companies for conformance with specifications and present
quotations to City in a spreadsheet format detailing and comparing coverages, forms and pricing. Make
recommendation to City for approval. Negotiate final renewal terns.
6. Obtain policies from insurance carriers and forward to City in a timely fashion. Keep City apprised of delays.
7. Review all binders, policies and endorsement to assure coverage is as intended. Verify accuracy of all policies,
endorsements and invoices prior to delivery.
8. Maintain a summary listing of all policies and endorsements that identify the type of coverage,insurance company name
& policy number, policy period, coverage synopsis and a brief synopsis of significant coverage features, policy limits,
deductibles, and premiums. Update summary pages as revisions occur. Identify potential or actual uninsured or
underinsured exposures.
9. Issue Certificates of Insurance and other evidence of insurance as requested or required.
10. Place, cancel and otherwise handle, at the direction of the City and for the benefit of the City all placements, binders,
policies and endorsements as requested by the City in a timetable which would avoid lapses in coverages.
11. Assist City in submittal of claims to insurance carriers. Interface with carriers when coverage issues arise.
12. Maintain insurable values on buildings at replacement values to include new construction and make statement available
to the City.
13. Consult with the Assistant to the City Manager when called upon throughout the year on any matters pertaining to the
operation of the City's insurance and safety programs.
14. Be available to attend meetings when needed. Respond to questions in a timely manner.
15. Prior to renewal of insurance policies, Agent shall anall=ze losses and loss history trends, with frequency and severity
information on losses. Agent shall provide loss forecasts and loss retention analysis when appropriate.
16. Supply City's Assistant to the City Manager a budget letter for estimated premiums that will be required for the next
fiscal year. This requires a projection of new total property values, including any completed construction or
contemplated acquisitions. Based on this review and a survey of current market trends, a total premiu n is projected.
This is due no later than January 20th each year.
17. Prepare an annual report for delivery to the Assistant to the City Manager. This report is to include any pertinent
information relative to new or changed coverages, companies, amounts or premiums, tern of policies, deductibles, and
claims history & trends. New rulings by the Insurance Service Office or the Insurance Commissioners may also be
included. This report will also include information about the services provided by Agent and issues the City should
address during the next contract year. This report shall be filed no later than January 20th each year.
18. Assist City, as needed, in evaluation and recommendation in the areas of safety loss control, review of Certificates of
Insurance provided by contractors and other vendors.
19. Provide other such services consistent with devising,adopting, administering or revising plans of insurance coverage for
the City.
s.
2009 SERVICE DETAIL PLANS
January February March April
❑ Submit Budget projections by ❑ Begin marketing other lines of coverage. ❑ Update insurance schedules:property, ❑ Quarterl}'Service Plan meeting.
1/20/09. ❑ Provide annual Safety Committee training if autos,etc. ❑ Finalize market specifications.
❑ Submit Annual Report by 1/20/09. requested. ❑ Renewal packet to Agent from City for ❑ Agree on marketing plan.
❑ Quarterly Service Plan meeting. ❑ Correct/update CIS property schedule property,casualty,WC&pollution. ❑ Renew Pollution coverage effective
❑ Update annual service plan. ❑ Serni-annual property casualty claim review 5/1/09.
❑ New services in 2009 to be scheduled by 3/15/09.
at a later date includes:
Audit of risk program,
Self insurance for auto physical
damage—implement 7/1/10
Insurance Fund use—implement
7/1/10
May June July August
❑ Specifications to market—status ❑ Present liability and property coverage ❑ Quarterly Service Plan meeting. ❑ Complete premium breakdown.
report. options for July renewal—target date 6/15/09. ❑ Deliver insurance coverage summary sheet ❑ Deliver insurance policies to
❑ Semi-annual work comp claim review ❑ Bind coverage. ❑ Update annual service plan. Tigard.
(if needed). ❑ Deliver binders&insurance ID cards. ❑ Issue certificates of insurance.
September October November December j
❑ Semi-annual property casualty claim ❑ Quarterly Service Plan meeting. ❑ Continue conversations with other viable
review by 9/15/09 markets.
❑ Semi-annual work comp claim review(if
needed)by 11/15/09.
❑ Renew NFIP/Flood coverage effective
1/4/10.
ONGOING throughout the year:
❑ Loss control needs will be coordinated by Agent Risk T\Ianagement Coordinators.
❑ Contract assistance.
❑ Claim reviews.
❑ Assist with exposure identification.
Beecher Carlson Insurance Agent of Record Contract,2009-2014 Page 10