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2526
WILLIS OF SEATTLE
INSURANCE BROKER
ADMIN SVCS
PRO
INC
(FORMERLY WILLIS CORROON)
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Insurance
Type Amount
E&O $5000000.00
Amount
Begin Date
End Date
Review Date
$20000.00
01/01/1989
01/31/2003
02/15/2005
=r
Insurance Total $5000000.00 +=
Insurance Review Date 07/01/2003 +=
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Comments
VAULT 01/01/2005
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+Found: 6 Record(s) MAINTAIN Contract Transactions +
+ Contract Number 2526 +
Insurance
Type Amount
E&O $5000000.00
Amount
Begin Date
End Date
Review Date
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$20000.00 +
01/01/1989 +
01/31/2003 +
02/15/2005 +
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+Vendor Name
+Subject
+Department
+Status Code
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WILLIS OF SEATTLE INC
INSURANCE BROKER
ADMIN SVCS
PRO
(FORMERLY WILLIS CORROON)
Insurance Total
Insurance Review Date
+
+
+
$5000000.00 +
07/01/2003 +
+
+
+
Comments
VAULT 01/01/2005
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AMENDMENT TO PROFESSIONAL SERVICES AGREEMENT
BETWEEN CITY OF BREMERTON AND WILLIS OF SEATTLE, INC.
THIS AMENDMENT #5, entered into as of the,~a day of September, 2002, to the certain
Agreement dated November 25, 1992, between thc City of Bremerton and Willis of Seattle, Inc.
for broker services is based upon the following recital of facts:
1. There is a mutual desire to amend thc Agreement to extend the term during which
services are to be performed by Willis of Seattle, Inc.
NOW THEREFORE, for and in consideration of the mutual agreement contained herein, the
parties do hereby agree:
1. The Agreement is extended from September 30, 2002 to January 31, 2003.
2. The City of Bremerton shall pay Willis of Seattle, Inc. $6,667, to be paid in four equal
monthly installments of 1,666.75 each, for the services detailed in Addendum A of the
Agreement and rendered during this extension period.
3. All other terms of the Agreement as amended shall remain in full force and effect.
IN WITNESS THEREOF, the parties hereto have executed this Amendment #5 as of the date
and year first written above.
~ CARY BOZEMAN, Mayor
DATE: ~ tq,Z.~:~Z.. DATE: ~
ATTEST:
KATHLEEN L. McCLUS~EY, City Clerk
R:~LEGAL\Contracts\Willis of Seattle - amendS.doc ROGER A. LUBOVICH, City Att~
AMENDMENT TO
PROFESSIONAL SERVICES AGREEMENT
BETWEEN
CITY OF BREMERTON
AND
WILLIS OF SEATTLE, INC.
This
AMENDMENT #4, entered into as of the ~ day of [~,~,9~_~ 2000, to the
certain Agreement dated November 25, 1992, between the City 16fBregnerton and Willis of
Seattle, Inc. for broker services is based upon the following recital of facts:
1. There is a mutual desire to amend the Agreement to extend the term during which
services are to be performed by Willis of Seattle, Inc.
NOW, TItEREFORE, for and in consideration of the mutual agreement contained herein, the
parties do hereby agree:
1. The Agreement is extended from September 30, 2000 to September 30, 2002.
2. The City shall pay Willis $20,000 per year for the services detailed in Addendum A
of the Agreement.
IN WITNESS TItEREOF, the parties hereto have executed this Amendment No. 4 as of the day
and year first above written.
WILLIS OF SEAIYFLE, INC. CITY OF BREMERTON
Signature
Mayor
ATTEST:
Michael B. Gano ~'~./~~
Name (typed) KATHLEEN L. MCCLUSKEY, Clerk
?res±dent and CEO APPROVED AS TO FORM:
Title(typed)
GLENNA MALANCA, City Attorney
Date Date
AMENDMENT TO
PROFESSIONAL SERVICES AGREEM]ENT
BETWEEN
CITY OF BREMERTON
AND
WH,LIS CORROON CORPORATION OF SEATTLE
This AMENDMENT #3, entered into as of the -~ day of ~ , 1998, to the
certain Agreement dated November 25, 1992, between the City o~Bre~merton and Willis Corroon
Corporation of Seattle for broker services is based upon the following recital of facts:
1. There is a mutual desire to amend the Agreement to extend the term during which
services are to be performed by Willis Corroon Corporation of Seattle.
NOW, THEREFORE, for and in consideration of the mutual agreement contained herein, the
parties do hereby agree:
1. The Agreement is extended from September 30, 1998 to September 30, 2000.
2. The City shall pay Willis Corroon Corporation $20,000 per year for the services
detailed in Addendum A of the Agreement.
IN ~ITNESS TI~EREOF, the parties hereto have executed this Amendment No. 3 as of the day
and year first above written.
WILLIS CORROON CORPORATION CITY OF BREMERTON
OF SEATTLE
Signature LY~YN Y ORTON, Mayor
ATTEST:
Name (typed) KATHLEEN L. MCCLUSKEY, Clerk
President & CEO APPROVED AS TO FORM:
/~E,~A'~V~L~CA,'City Attorney
Date Date
AMENDMENT TO
PROFESSIONAL SERVICES AGREEMENT
BP-'i WEEN
CITY OF BREMERTON
AND
WILLIS CORROON CORPORATION OF SEATTLE
This AMENDMENT #2, entered into as of the'~--~./__.~ day of ~"-%~-;----~' - ,1996, to the
certain Agreement dated November 25, 1992, between the City of Bremerton and Willis Corroon
Corporation of Seattle for broker services is based upon the following recital of facts:
1. There is a mutual desire to amend the Agreement to extend the term during which
services are to be performed by Willis Corroon Corporation of Seattle.
NOW, THEREFORE, for and in consideration of the mutual agreement contained herein, the
parties do hereby agree:
1. The Agreement is extended from September 30, 1996 to September 30, 1998.
2. The City shall pay Willis Corroon Corporation $20,000 per year for the services
detailed in Addendum A of the Agreement.
IN WITNESS THEREOF, the parties hereto have executed this Amendment No. 2 as of the day
and year first above written.
WlLMS CORROON CORPORATION CITY OF BREMERTON
OF SEATTLE
LY~IN HORTON, Mayor
ATTEST:
James R. Kesl
Name (typed) KATHLEEN L. MCOLUSKEY, ~lerk
President and CEO
APPRO~V~D AS TO FORM:
Title(typed)
IAI~ S~EVERS, City Attorney
Date Date
PROFESSIONAL SERVICES AGREEMENT
BETweEN
CITY OF BP. EMERTON
WILLIE COP.~OON CORPORATION OF SEATTLE
1995, to the certain Agreement dated November 25, 1992, between the
city of Bremerton and Willis Corroon Corporation of Seattle for broker
services is based upon the following recital of facts:
1. There is a mutual desire to amend the Agreement to extend
the term during which services are to be performed by
Willis Corroon Corporation of Seattle.
NOW, THEREFORE, for and in consideration of the mutual agreement
contained herein, the parties do hereby agree:
1. The Agreement is extended from September 30, 1995 to
September 30, 1996.
2. The city shall pay Willis Corroon Corporation $20,000 for
the services detailed in Addendum A of the' Agreement.
IN WITNESS THEREOF, the parties hereto have executed this Amendment
No. i as of the day and year first above written.
WILLIS CORROON CORPORATION CITY OF BREMERTON
OF SEATTLE
S LYNN HORTON, Mayor
ATTEST:
James R. Kesl
Name (typed) KATHLEEN L. MCCLUSKEY, Clerk
President&CEO APPR~/)~ ~S//TO FORM:
Title(typed)
IAN s~IE~Rs, city Attorney
Date Date
PROFESSIONAL SERVICES ASREEMENT
Broker Services
THIS ASREEMENT is between the city of Bremerton, a municipal
corporation (hereinafter referred to as "city") and Willis Corroon
Corporation of Seattle, a washington corporation, (hereinafter
referred to as "Broker").
wiTNESS ETH:
1. SCOPE: Broker agrees to provide the City with marketing,
administrative, claims and claims management, and loss control
services. Broker's services are more fully outlined in addendum
"A" attached hereto and incorporated herein by this reference.
2. TERM: Contract shall commence on October 1, 1992, and will
terminate September 30, 1995.
3. COMPENSATION: city shall pay Broker the sum of Twenty
Thousand Dollars ($20,000.00), in equal monthly installments, for
the services provided hereunder.
Any and all commissions received by Broker from insurance
companies for business placed on behalf of city will be accounted
for, disclosed to city, and credited to city' s account within
thirty (30) days of their receipt by Broker. Broker further agrees
to credit any excess commissions to city within thirty (30) days of
their receipt by Broker. The term ,,commission" shall not mean
carriers or
' t
contlngen or volume bonuses shared by the insurance
wholesalers on Broker's overall book of business.
4. REL~%TIONSHIP OF P]%RTIES: The parties understand and agree
that Broker is a firm skilled in matters pertaining to insurance
services and will perform independent functions and
responsibilities in the area of its particular field of expertise.
Broker and its personnel shall act as independent contractors and
not employees of the city. As such they have no authority to bind
the city nor control employees of the city, contractors, or other
entities. Within the performance of these duties, Broker shall
work under the direction of the Risk Manager.
5. OTHER PROVISIONS:
A. It is understood and agreed that one basis for the
selection of Broker by city was the designation of two (2)
particular account executives. Broker agrees that it will not
substitute said account executives for other account executives
without the express prior written approval of city. Broker further
agrees to provide another account executive in the event it is
requested to do so by city. Said replacement account executive
shall be someone who has obtained the prior approval of the City.
B. Broker understands in its marketing of City's insurance
that city desires the right to select and/or approve City's claims
PROFESSIONAL SERVICES AGREEMENT --1--
Broker. PSA- 10/16/92
adjustors and legal representatives.
C. Account executives will meet with City on a regular basis
to include at least quarterly meetings unless waived by the Risk
Manager. Account executives agree to meet on an as needed or as
required basis with the city's Risk Manager or other designated
representative.
6. INDUSTRI~J~ INSUR~CE~ Broker agrees to provide for State
industrial insurance coverage for its personnel as required by
State law.
7. LICENSE AND TAXES: Broker shall possess a current
Bremerton Business License and any regulatory license required to
fulfill Broker's obligations under this Agreement. B & O taxes
shall be paid when due and Broker, by this Agreement, assigns any
payments due under this Agreement to the city Clerk for payment of
such taxes which have been declared delinquent.
8. INSURANCE AND HOLD ~ESS: Prior to and during the
performance of the work covered by this Agreement, Broker shall
provide the Risk Manager for the city of Bremerton with evidence
that it has obtained and maintains in full force and effect during
the term of this Agreement a policy of professional liability
insurance, and/or errors and omissions insurance, providing
coverage of at least $1,000,000.00 against professional liability
or errors and omissions in connection with the work to be performed
by Broker under this Agreement. Risk Manager shall be provided
thirty (30) days' written notice of any cancellation of said
professional liability insurance.
Each of the parties (City and Broker) shall, at all times, be
solely responsible for the acts or the failure to act of its
personnel that occur or arise in any way out of the performance of
this contract by its personnel only and to save and hold the other
party and its personnel and officials harmless from all costs,
expenses, losses, and damages, including cost of defense, incurred
as a result of any acts or omissions of the parties' personnel
relating to the performance of this contract.
9. GENERAL CONDITIONS:
a. Reports and Information - Broker will maintain the usual
written records customary in the business of an insurance broker to
include, but not be limited to, records of policies, premium
audits, loss data and other pertinent correspondence which affects
the coverage hereunder. These records will be maintained for a
minimum of seven (7) years subsequent to September 30, 1995.
b. Assignability - Broker shall not assign any interest in
this Agreement and shall not transfer any interest in same (whether
by assignment or novation), without the prior written consent of
the city thereto; Provided, however, That claims for payment under
this Agreement may be assigned.
PROFESSIONAL SERVICES AGREEMENT -2-
c. Entire Agreement - This Agreement constitutes the entire
agreement between the parties and both pa~ties acknowledge that
there are no other agreements, written or oral, that have not been
fully set forth in the text of this Agreement. There is attached
hereto and incorporated by reference as part of this Agreement as
Addendum "A" Services Provided.
d. Amendments - The parties hereby further agree that this
Agreement cannot be amended or modified without the written
concurrence of both parties.
e. Notices - Any notices required to be given by the City to
Broker or by Broker to the City shall be in writing and delivered
to the parties at the following addresses:
Risk Manager Willis Corroon
239 Fourth St. P.O. Box 34201
Bremerton, WA. 98310 Seattle, WA. 98124
f. Waiver - Failure to insist upon strict compliance with any
terms, covenants or conditions of this Agreement shall not be
deemed a waiver of such, nor shall any waiver or relinquishment of
such right or power at any time be taken to be a waiver of any
other breach.
g. Compliance with State, Local and Federal Laws -
Broker agrees to comply with all applicable local, state and
federal laws in performance of all services under this Agreement.
h. Applicable Law; Venue - This Agreement shall be construed
and interpreted in accordance with the laws of the State of
Washington and, in the event of dispute, the venue of any action
brought hereunder shall be in Kitsap County Superior Court.
i. Attorney Fees - The substantially prevailing party in any
litigation arising hereunder shall be entitled to its reasonable
attorney's fees and court costs, including appeals, if any.
10. TERMINATION: This Agreement may be terminated by either
party for convenience upon thirty (30) days' written notice to the
other party, or for cause if either party fails substantially to
perform through no fault of the other and does not commence
correction within five (5) days of written notice and diligently
completes the correction thereafter. Upon such termination, City
will be entitled to reports showing the status of all matters upon
which Broker is advising the city as of the effective date of
termination. In the event of termination of this Agreement, Broker
shall remit to the city a pro-rated portion of the annual fee based
upon the remaining months left in this Agreement.
11. NONDISCRIMINATION: Broker shall not discriminate in
employment or services to the public on the basis of sex, race,
color, creed, national origin, age, marital status, physical,
mental or sensory handicap except an employment action based on a
PROFESSIONAL SERVICES AGREEMENT -3-
Broker. PSA ~ 10/16/9~
bona fide occupational qualification.
IN WITNESS WHEREOF the parties hereto have executed this
Agreement the date and year indicated.
WILLIS CORROON CORPORATION
OF S TLE ]~
BY:~ -
CI OF BR RTO
LOUIS MENTOR, Mayor
ATTEST:
KATHLEEN McCLUSKEY, Clerk
DEPARTMENTAL APPROVAL:
AS TO FORM:
<fAN R.' SIEVERS, City Attorney
PROFESSIONAL SERVICES AGREEMENT -4-
Sroker. PSA - 10/1~/9~
Broker agrees to provide the City with the following service:
1. Develop and recommend to the city, insurance and other
risk financing or loss funding programs, contracts, techniques and
methods whenever they will benefit the City.
2. Develop underwriting information, prepare specifications
for marketing insurance coverage, structure offerings to insurers
and secure insurance desired, providing an analysis of coverage
scope, cost and services. Developing underwriting information is
to include an analysis of City's possible exposure to risks of
loss. A copy of the specifications shall be presented to the City.
3. When possible, design insurance policy wording to meet the
specific needs and requirements of the City.
4. Review each insurance police, binder, certificate or other
insuring document to see that wording is complete and accurate and
that coverage is in compliance with specifications. Deliver
binders and insurance policies to the city as soon as possible.
5. Monitor all insurance and other risk financing or loss
funding arrangements to assure their continuing adequacy in terms
of cost and protection.
6. Structure insurance programs to eliminate gaps and
overlaps in coverage and to provide the limits or amounts of
coverage requested by the City.
7. Service each policy issued to the City (i.e., process
changes and endorsement).
8. Issue Certificates of Insurance as requested by City.
9. Maintain the usual written records customary in the
business of an insurance brokerage operation, as well as any other
records which the city may deem necessary to the proper handling of
and accounting for the insurance placed by the Broker.
10. Be available for consultation on a daily basis in carrying
out the obligations set forth in this agreement.
11. Verify the accuracy of each invoice. Broker shall make
every reasonable effort to assure that all billings sent to the
City are correct. Each invoice shall show:
a. Insurer
b. Policy Number
c. Policy Period
d. Coverage Provided
12. As requested by the City, assist in the development of
insurance and hold harmless clauses for City contracts.
13. Assist the city as needed in compiling loss costs; in
preparing claims to adjusters; in negotiating settlements and in
pursuing payment.
14. Provide answers to City on insurance coverage and risk
management questions.
15. Obtain competitive insurance quotations from various
insurers when feasible.
ADDENDUM "A" -1-
8roker.PSA - 10/13/92
16. AS requested, provide studies of alternative loss funding
plans including, but not limited to, captive feasibility, bonding
feasibility, SIR/limits determination and retention level studies,
and loss frequency and severity projections.
17. Attend meetings with City as required.
18. Assist with and make recommendations on various risk
management functions of city, as requested.
19. Provide City with semi-annual activity reports on the
performance of the Broker function. These reports shall detail the
progress and status of all work required under this Agreement.
20. Provide early warning of pending rate, coverage or renewal
problems, including significant changes in the financial status of
major insurers. Without limiting the generality of the above-
responsibility, Broker shall issue, at least ninety (90) days prior
to each insurance policy expiration or anniversary, a written
report stating anticipated renewal terms and conditions, and
stating any intentions or requirements to change insurance coverage
in any way. Broker shall further keep city informed on new or
changing markets, forms, products, laws, government regulations and
any other information that may affect the risk management function,
as known or should be known according to industry standards by
Broker. Periodic reports will be given thereafter by the Broker to
keep the City's risk management office fully informed on status of
such renewals or anniversary changes.
21. Act as liaison with insurance companies.
22. Provide annual updating of the city's insurable value.
23. Assist City in the settlement of self-administered claims.
This service may include the monitoring of particularly severe
claims by the Broker or its claims' service affiliates so as to
provide assistance to City's Risk Manager in negotiating
settlements or establishing a defense strategy.
24. Assist City in obtaining settlement from the insurance
carrier for those losses which are not self-administered.
25. To the extent not provided by a third party administrator,
Broker agrees to provide reports to the City, indicating all
claims' activity including, but not limited to: (1) Name of client;
(2) Date of occurrence;
(3) City's assigned claims number;
(4) The department within the City responsible for said
claim;
(5) Current status of each claim; and
(6) Amounts paid and reserved by city in said report.
Broker further agrees to provide trends in losses.
27. In consultation with the Risk Manager, Broker will develop
specific loss prevention recommendations for City government and
provide assistance to Risk Manager in development of loss
prevention seminars in selected areas.
28. Broker shall monitor the loss control services provided by
the insurance carrier or service company. Broker further will
monitor all inspection reports.
ADDENDUM "A" -2-
~roker. PSA - 10/1~/92
29. Assist the City with environmental loss control services
by reviewing projects and programs and making recommendations for
proper respiratory, medical, air monitoring, substance removal,
recordkeeping, and training requirements. Provide project site
audits as necessary.
ADDENDUM "A" -3-
Br0ker.PSA- 10/13/gZ