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<br />r <br /> <br />r <br /> <br />r <br /> <br />r <br /> <br />r <br />r <br /> <br />r <br /> <br />r <br /> <br />I <br /> <br />L <br /> <br />L <br /> <br />L <br /> <br />L <br /> <br />L <br /> <br />I' <br /> <br />L. <br /> <br />l__ <br /> <br />'- <br /> <br />L <br /> <br />e <br /> <br />e <br /> <br />SCOPE OF SERVICES <br /> <br />. . - ~ <br />Within the scope of our retainer engagement with the City of La Porte, we will provide <br />continuous ongoing professional counsel and expertise on insurance and risk management <br />issues. In meeting the objectives of our engagement, we will undertake the following <br />activities: <br /> <br />, 1 <br /> <br />,,' :.i; ,", ii.." <br /> <br />'..;....; . <br /> <br />i:.'i::'!:.~.;[;~~'~~ ~)"l' :~':1:r~~~~ ~~!)'. <br /> <br />, .. <br />~ .; "- <br /> <br />1 \' ~ .:..,. . \ rt':: t. : <br /> <br />* <br /> <br />Meet, at a minimum, bi-monthly with appropriate City staff to discuss risk <br />'management strategies, issues and problems; with a monthly meeting in each of the <br />-first two'monthsofthe;engagement; ,j,~, '~:n,' ;.", ,'-\'~";,." ,; 1" ,',;" I" ,-,- <br /> <br />. i. : . I <br /> <br />:.1' <br /> <br />"'. . <br /> <br />" <br /> <br />~ < ; ,," ~ .'. ~... .'.' \, "1 I I : <br /> <br />" , <br /> <br />* <br /> <br />Review City operations with staff to develop a detailed list of the CitY's exposures <br />to be used for future risk management planning; : ",: ' ," ", <br /> <br />* <br /> <br />Assist in the development of internal procedures and checklists for contract review <br />from a risk management standpoint. The procedures will address hold harmless <br />agreements/clauses; insurance requirements, additional insured endorsements, etc. for <br />contractors, joint ventures, interlocal agreements, etc.; <br /> <br />* <br /> <br />Assist the City with a review of its current contractual obligations and commitments <br />in terms of "hold-harmless" and insurance ramifications; <br /> <br />J " : I ... ~; t., ..... . 1 " ..' . <br /> <br />* <br /> <br />Review, the City's insurance, policies and, coverage"s before each renewal date and <br />recommend modifications as appropriate; <br /> <br />~ . :_'.::: -' :. : <br /> <br />* <br /> <br />Review mid-term changes or cancellation of coverage as appropriate; <br /> <br />* <br /> <br />Evaluate the performance of the City's insurance and risk management providers on <br />an annual basis; <br /> <br />* <br /> <br />Report to City staff and/or Council on new developments which might have an <br />impact on the City's risk management efforts; <br /> <br />* <br /> <br />Provide timely and professional counsel to your questions in the areas of <br /> <br />a. Risk Management Techniques; <br /> <br />b. Safety and Loss Control; <br /> <br />c. Risk Financing Techniques; <br /> <br />d. Risk Financing Alternatives; <br /> <br />e. <br /> <br />Contractual Ramifications. <br /> <br />- 2- <br /> <br />cJJ THE JOSEPH IVY COMPANY <br />