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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 />I <br /> <br />L <br /> <br />L <br /> <br />L <br /> <br />L <br /> <br />l <br /> <br />e <br /> <br />e <br /> <br />AT YOUR SERVICE: OUR STAFF RESOURCES <br /> <br />It is The Joseph Ivy Company's practice to assemble a service team of consultants whose <br />combination of skills and experience will best serve our client. This proposal contemplates the <br />services of two principals, William I. Martin, Jr. and Francis J. Fey. Both Mr. Martin and Mr. <br />Fey have extensive experience in the property/casualty needs of Texas cities. Their experience <br />and Qualifications are summarized below. <br /> <br />WILLIAM 1'. MARTIN, JR. is President of The Joseph Ivy Company. For the past 18 years, he <br />has been deeply involved in the program design and operational mechanics of risk management <br />and employee benefit services in both government and business--municipal governments, school <br />districts, special purpose authorities (water, transportation, etc.), trade and professional <br />associations (captives, pools, trusts, risk retention groups, and group purchasing arrangements), <br />financial institutions, and architectural and engineering firms. Mr. Martin spent 13 years as <br />chief executive officer of the largest intergovernmental risk sharing pool in the United States <br />($105 million combined annual written workers' compensation, liability, property, health, life <br />and dental premiums). <br /> <br />Mr. Martin has broad experience in strategy development, risk financing alternatives, contract <br />negotiations, marketing, risk management information systems, property/casualty loss control, <br />and employee benefit plan design, communication, and cost containment measures. His active <br />involvement in state and national risk and employee benefit professional organizations--Risk & <br />Insurance Management Society, Public Risk & Insurance Management Association, and <br />International Risk Management Institute--is manifested by his varied presentations before <br />conference, seminar and workshop groups as well as his numerous journal publications. <br /> <br />Mr. Martin earned the Master of Arts in Public Administration from the University of Texas <br />at Austin and the Bachelor of Arts degree in Government from Louisiana State University. <br /> <br />FRANCIS J. FEY is Vice President of The Joseph Ivy Company. Mr. Fey has extensive <br />experience in the property/casualty insurance field having served as a marketing representative <br />and field underwriter with a large regional insurance brokerage firm and as staff director of <br />the Senate Jurisprudence Committee Interim Study on the Texas Workers' Compensation <br />Assigned Risk Pool. His work on the latter resulted in legislative adoption of major financial <br />and administrative reforms of the $80 million State pool. <br /> <br />Prior to his current position, Mr. Fey had operational responsibility for the nation's largest <br />workers' compensation, liability and property self -insurance pool serving local government <br />entities; annual premium volume was $75 million. His management responsibility included more <br />than 20,000 casualty claims annually, risk management information systems, budgeting, <br />underwriting, marketing. policy!contract issuance, and loss prevention. He has particular <br />expertise in the placement of coverages in the excess and surplus line market. <br /> <br />Mr. Fey has been an active participant in both PRIMA National and the Texas PRIMA chapter. <br />In addition, Mr. Fey is a frequent speaker on pooling and risk management topics. Most <br />recently he was instrumental in planning of the first PRIMA Pooling Seminar, where he was a <br />featured speaker on pool administration and board member orientation. <br /> <br />Mr. Fey received the Bachelor of Arts degree from Rice University and has done specialized <br />study in insurance company executive development programs as well as programs sponsored by <br />the Risk and Insurance Management Society (RIMS) and the Public Risk and Insurance <br />Management Association (PRIMA). <br /> <br />- 5- <br /> <br />.f" If THE JOSEPH IVY CCMP'~NV <br /> <br />~:1 <br />