COMPLETED BOARD ORDER AND AME�r�33
Before the Board of Supervisors in and for the
County of Monterey, State of California
Agreement No. A-11991
Approve and Authorize the Contracts/Purchasing Officer
to sign Amendment #3 to the Professional Services
Agreement with Bickmore Risk Services, increasing the
total amount of the contract from $100,000 to $190,000,
and extending the expiration date from August 30, 2011 to
June 30, 2012, to provide program assessment, gap
analysis, workers compensation and general liability third
party administrator program services assessment and
continue to provide annual actuarial analysis of workers'
compensation and self-insurance programs, including
estimation of outstanding liabilities, projected aggregate
costs, departmental cost allocations, and related actuarial
projects for the program services
Upon motion of Supervisor Potter, seconded by Supervisor Armenta, and carried by
those members present, the Board hereby;
Approved and Authorized the Contracts/Purchasing Officer to sign Amendment #3 to the
Professional Services Agreement with Bickmore Risk Services, increasing the total amount of
the contract from $100,000 to $190,000, and extending the expiration date from August 30,
2011 to June 30, 2012, to provide program assessment, gap analysis, workers compensation
and general liability third party administrator program services assessment and continue to
provide annual actuarial analysis of workers' compensation and self-insurance programs,
including estimation of outstanding liabilities, projected aggregate costs, departmental cost
allocations, and related actuarial projects for the program services.
PASSED AND ADOPTED on this 24th day of May, 2011, by the following vote, to wit:
AYES: Supervisors Armenta, Calcagno, Salinas, Parker, and Potter
NOES: None
ABSENT: None
I, Gail T. Borkowski, Clerk of the Board of Supervisors of the County of Monterey, State of California, hereby
certify that the foregoing is a true copy of an original order of said Board of Supervisors duly made and
entered in the minutes thereof of Minute Book 75 for the meeting on May 24, 2011.
Dated: May 24, 2011 Gail T. Borkowski, Clerk of the Board of Supervisors
County of Monterey, State of California
By
Deputy
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COMPLETED BOARD ORDER AND AME�r�Attachment I
AMENDMENT #3 TO AGREEMENT
COUNTY OF MONTEREY & BICKMORE RISK SERVICES, INC.
THIS AMENDMENT is made to the AGREEMENT for the provision of annual
actuarial analysis of workers' compensation and general liability self-insurance programs,
including estimation of outstanding liabilities, projected aggregate costs, departmental
cost allocations, and related actuarial projects for the programs by and between
BICKMORE RISK SERVICES, INC., hereinafter Contractor", and the County of
Monterey, a political subdivision of the State of California, hereinafter referred to as
County".
WHEREAS, the County and the Contractor have entered into a prior Agreement on
August 30, 2008 and subsequent Amendments thereto; wherein, the Contractor would
provide program assessment, gap analysis, workers compensation and general liability
third party administrator program services assessment and continue to provide annual
actuarial analysis of workers' compensation and self-insurance programs, including
estimation of outstanding liabilities, projected aggregate costs, departmental cost
allocations, and related actuarial projects for the programs services through June 30,
2012; and increased the total sum of the contract to $190,000.
WHEREAS, the County and Contractor originally entered into a contract for
professional services on August 30, 2008 and subsequently amended same) the parties
now extend this contractual term, by way of Amendment #3, and increase same by
$90,000 from $100,000 to $190,000.
NOW THEREFORE, the County and Contractor hereby agree to amend the
AGREEMENT as follows:
1. Paragraph 2 Payments by County" shall be amended by removing The total
amount payable by County to CONTRACTOR under this Agreement shall not
exceed the sum of $100,000", and replacing it with The amount payable by
County to Contractor under this Agreement shall not exceed the sum of
$190,000".
2. Paragraph 3 Term of Agreement" shall be amended by removing The term of
this Agreement is from August 30, 2008 to August 30, 2011" and replacing it
with The term of this Agreement is from August 30, 2008 to June 30, 2012".
3. Except as provided herein, all remaining terms, conditions and provisions of the
AGREEMENT are unchanged and unaffected by this AMENDMENT and shall
continue in full force and effect as set forth in the AGREEMENT.
4. A copy of this AMENDMENT shall be attached to the original AGREEMENT.
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COMPLETED BOARD ORDER AND AME�r�IN WITNESS WHEREOF, the parties have executed the AMENDMENT on the day
and year written below.
MONTEREY COUNTY
Contracts/Purchasing Manager
CONTRACTOR
By,-- e1
Company Representative
Dated
Auditor Confroller
Dated S&A-'
County Counsel
Dated- 7- 1/
Printed Name a-
GAJ6bs
Dated 5(3/I'
Bickmore Risk Services, Inc. Amendment #3 Agreement Page 2 of 2
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SIGNED BOARD REPORT AND SUPPO�v�MONTEREY COUNTY BOARD OF SUPERVISORS
MEETING: May 24, 2011 Consent AGENDA NO.: 33
SUBJECT: Approve and Authorize the Contracts/Purchasing Officer to sign Amendment #3 to
the Professional Services Agreement with Bickmore Risk Services, increasing the total amount
of the contract from $100,000 to $190,000, and extending the expiration date from August 30,
2011 to June 30, 2012, to provide program assessment, gap analysis, workers compensation and
general liability third party administrator program services assessment and continue to provide
annual actuarial analysis of workers' compensation and self-insurance programs, including
estimation of outstanding liabilities, projected aggregate costs, departmental cost allocations, and
related actuarial projects for the programs services.
DEPARTMENT: Risk Management
RECOMMENDATIONS:
It is recommended that the Board of Supervisors:
Approve and Authorize the Contracts/Purchasing Officer to sign Amendment #3 to the
Professional Services Agreement with Bickmore Risk Services, increasing the total
amount of the contract from $100,000 to $190,000, and extending the expiration date
from August 30, 2011 to June 30, 2012, to provide program assessment, gap analysis,
workers compensation and general liability third party administrator program services
assessment and continue to provide annual actuarial analysis of workers' compensation
and self-insurance programs, including estimation of outstanding liabilities, projected
aggregate costs, departmental cost allocations, and related actuarial projects for the
programs services.
SUMMARY/DISCUSSION:
Under the existing contract, Bickmore Risk Services firm has provided assistance in
actuarial analysis of workers' compensation and self-insurance programs, including
estimation of outstanding liabilities, projected aggregate costs, departmental cost
allocations, and related actuarial projects.
Bickmore Risk Services was founded in 1984, privately held; 11 principals; 110
employees, headquartered in Sacramento California and offices in Long Beach,
California and Portland, Oregon. Bickmore Risk Services is ranked as the largest
independent risk consulting firm in the western US and the second largest independent
JPA management firm in the nation. Bickmore Risk Services operates as a risk
management and actuarial consulting company. Bickmore Risk Services currently
provides actuarial services to 35 individual counties e.g., including the County of
Monterey). Bickmore Risk Services also provides professional actuarial services to
CSAC, a self-insured public entity pool which provides primary and excess insurance
coverages to over 200 counties, cities, and other public entities in the State of California.
The company's services include non-brokerage risk management administration,
litigation management, health and benefits actuarial, employment practice liability and
human resources consulting and training, ergonomic training and consulting, workers'
compensation programs, return-to-work programs, risk control and safety, finance
management and accounting, and feasibility studies.
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SIGNED BOARD REPORT AND SUPPO�v�OTHER AGENCY INVOLVEMENT:
County Counsel has reviewed and approved as to form; Auditor Controller's Office has
reviewed and concurs with this action.
FINANCING:
Funds are available in the General Liability Internal Service Fund approved FY 2011-
2012 budget.
Prepared, by: Approved by:
OF M$ ck Keith llonda
Risk Mdfiager Assistant County Administrative Officer
Attachment: Amendment 1
ATT: Professional Services Agreement Bickmore Risk Services Amendment No. 3
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SIGNED BOARD REPORT AND SUPPO�v�COUNTY OF MONTEREY AGREEMENT FOR PROFESSIONAL SERVICES
NOT TO EXCEED $100,000)
This Professional Services Agreement Agreement") is made by and between the County of
Monterey, a political subdivision of the State of California hereinafter County") and Bickmore
Risk Services, Inc. hereinafter CONTRACTOR").
In consideration of the mutual covenants and conditions set forth in this Agreement, the parties
agree as follows:
1. SERVICES TO BE PROVIDED. The County hereby engages CONTRACTOR to perform,
and CONTRACTOR hereby agrees to perform, the services described in Exhibit A in conformity
with the terms of this Agreement. The services are generally described as follows: Annual actuarial
analysis of workers' compensation and general liability self-insurance programs, including
estimation of outstanding liabilities, projected aggregate costs, departmental cost allocations, and
related actuarial projects for the programs.
2. PAYMENTS BY COUNTY. County shall pay the CONTRACTOR in accordance with the
payment provisions set forth in Exhibit A, subject to the limitations set forth in this Agreement.
The total amount payable by County to CONTRACTOR under this Agreement shall not exceed the
sum of $20,000.
3. TERM OF AGREEMENT. The tern of this Agreement is from August 30, 2008 to August
30, 2009, unless sooner terminated pursuant to the terns of this Agreement. This Agreement is of
no force or effect until signed by both CONTRACTOR and County and with County signing last,
and CONTRACTOR may not commence work before County signs this Agreement.
4. ADDITIONAL PROVISIONS/EXHIBITS. The following attached exhibits are incorporated
herein by reference and constitute a part of this Agreement:
Exhibit A Scope of Services/Payment Provisions
5. PERFORMANCE STANDARDS.
5.01. CONTRACTOR warrants that CONTRACTOR and CONTRACTOR's agents,
employees, and subcontractors performing services under this Agreement are specially trained,
experienced, competent, and appropriately licensed to perform the work and deliver the services
required under this Agreement and are not employees of the County, or immediate family of an
employee of the County.
5.02. CONTRACTOR, its agents, employees, and subcontractors shall perform all work in a
safe and skillful mariner and in compliance with all applicable laws and regulations. All work
performed under this Agreement that is required by law to be performed or supervised by licensed
personnel shall be performed in accordance with such licensing requirements.
Revised PSA Form $100,000 or Less I of 9 Contractor: Bickmore Risk Services, Inc
Not to Exceed Amount: $20,000
Requisition or PO #:
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SIGNED BOARD REPORT AND SUPPO�v�5.03. CONTRACTOR shall furnish, at its own expense, all materials, equipment, and
personnel necessary to carry out the terms of this Agreement, except as otherwise specified in this
Agreement. CONTRACTOR shall not use County premises, property including equipment,
instruments, or supplies) or personnel for any purpose other than in the performance of its
obligations under this Agreement.
6. PAYMENT CONDITIONS.
6.01. CONTRACTOR shall submit to the Contract Administrator an invoice on a form
acceptable to County. If not otherwise specified, the CONTRACTOR may submit such invoice
periodically or at the completion of services, but in any event, not later than 30 days after
completion of services. The invoice shall set forth the amounts claimed by CONTRACTOR for the
previous period, together with an itemized basis for the amounts claimed, and such other
information pertinent to the invoice as the County may require. The Contract Administrator or his
or her designee shall certify the invoice, either in the requested amount or in such other amount as
the County approves in conformity with this Agreement, and shall promptly submit such invoice to
the County Auditor-Controller for payment. The County Auditor-Controller shall pay the amount
certified within 30 days of receiving the certified invoice.
6.02. CONTRACTOR shall not receive reimbursement for travel expenses unless set forth in
this Agreement.
7. TERMINATION.
7.01. During the term of this Agreement, the County may terminate the Agreement for any
reason by giving written notice of termination to the CONTRACTOR at least thirty 30) days prior
to the effective date of termination. Such notice shall set forth the effective date of termination. In
the event of such termination, the amount payable under this Agreement shall be reduced in
proportion to the services provided prior to the date of termination.
7.02. The County may cancel and terminate this Agreement for good cause effective
immediately upon written notice to CONTRACTOR. Good cause" includes the failure of
CONTRACTOR to perform the required services at the time and in the manner provided under this
Agreement. If County terminates this Agreement for good cause, the County may be relieved of the
payment of any consideration to CONTRACTOR, and the County may proceed with the work in
any manner which County deems proper. The cost to the County shall be deducted from any sum
due the CONTRACTOR under this Agreement.
8. INDEMNIFICATION. Contractor shall indemnify, defend, and hold harmless the County of
Monterey hereinafter County"), its officers, agents and employees from any claim, liability, loss,
injury or damage arising out of, or in connection with, performance of this Agreement by
Contractor and/or its agents, employees or sub-contractors, excepting only loss, injury or damage
caused by the negligence or willful misconduct of personnel employed by the County. It is the
intent of the parties to this Agreement to provide the broadest possible coverage for the County.
The Contractor shall reimburse the County for all costs, attorneys' fees, expenses and liabilities
Revised PSA Form $100,000 or Less 2 of 9 Contractor: Bickmore Risk Services, Inc
Not to Exceed Amount: $20,000
Requisition or PO #:
BIB]
40718-U01
SIGNED-U02
BOARD-U02
REPORT-U02
SUPPORTING-U02
DOCS-U02
LI21329-U03
FO96183-U03
FO96184-U03
FO99716-U03
MG99791-U03
AS99817-U03
AS99821-U03
AI101945-U03
DO103417-U03
C10-U03
BOARD-U03
REPORTS-U03
6/24/2011-U04
MARCELLAC-U04
16512-U05
3-U06
APPROVE-U07
AUTHORIZE-U07
THE-U07
CONTRACTS/PURCHASING-U07
OFFICER-U07
TO-U07
SIGN-U07
AMENDMENT-U07
NO.-U07
3-U07
TO-U07
THE-U07
PROFESSIONAL-U07
SERVICES-U07
105-ADMINISTRATION-U08
BUTLER-U09
CAROLYN-U09
BUTLERC-U10
5/9/2011-U011
AGREEMENT-U012
BICKMORE-U012
RISK-U012
SERVICES,-U012
INCREASING-U012
THE-U012
TOTAL-U012
AMOUNT-U012
OF-U012
THE-U012
CONTRACT-U012
$100,000-U012
TO-U012
$190,000,-U012
EXTENDING-U012
THE-U012
EXPIRATION-U012
DATE-U012
AUGUST-U012
30,-U012
2011-U012
TO-U012
JUNE-U012
30,-U012
2012,-U012
TO-U012
PROVIDE-U012
PROGRAM-U012
ASSESSMENT,-U012
GAP-U012
ANALYSIS,-U012
WORKERS-U012
COMPENSATION-U012
GENERAL-U012
LIABILITY-U012
THIRD-U012
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ADMINISTRATOR-U012
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ASSESSMENT-U012
CONTINUE-U012
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OF-U012
WORKERS-U012
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SELF-INSURANCE-U012
PROGRAMS,-U012
INCLUDING-U012
ESTIMATION-U012
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OUTSTANDING-U012
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COST-U012
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THE-U012
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SIGNED BOARD REPORT AND SUPPO�v�incurred with respect to any litigation in which the Contractor is obligated to indemnify, defend and
hold harmless the County under this Agreement. F
9. INSURANCE.
9.01. Evidence of Coverage:
Prior to commencement of this Agreement, the Contractor shall provide a Certificate
of Insurance" certifying that coverage as required herein has been obtained.
Individual endorsements executed by the insurance carrier shall accompany the
certificate. In addition, the Contractor upon request shall provide a certified copy of
the policy or policies.
This verification of coverage shall be sent to the County's Contracts/Purchasing
Department, unless otherwise directed. The Contractor shall not receive a Notice to
Proceed" with the work under this Agreement until it has obtained all insurance
required and the County has approved such insurance. This approval of insurance
shall neither relieve nor decrease the liability of the Contractor.
9.02 Qualifying Insurers:
All coverage's, except surety, shall be issued by companies which hold a current
policy holder's alphabetic and financial size category rating of not less than A- VII,
according to the current Best's Key Rating Guide or a company of equal financial
stability that is approved by the County's Purchasing Manager.
9.03 Insurance Coverage Requirements: Without limiting CONTRACTOR's duty to
indemnify, CONTRACTOR shall maintain in effect throughout the term of this
Agreement a policy or policies of insurance with the following minimum limits of
liability:
Commercial general liability insurance, including but not limited to premises and
operations, including coverage for Bodily Injury and Property Damage, Personal
Injury, Contractual Liability, Broad form Property Damage, Independent Contractors,
Products and Completed Operations, with a combined single limit for Bodily Injury
and Property Damage of not less than $1,000,000 per occurrence.
Exemption/Modification Justification attached; subject to approval).
Business automobile liability insurance, covering all motor vehicles, including owned,
leased, non-owned, and hired vehicles; used in. providing services under this
Agreement, with a combined single limit for Bodily Injury and Property Damage of
not less than $500,000 per occurrence.
Exemption/Modification Justification attached; subject to approval).
Workers' Compensation Insurance, if CONTRACTOR employs others in the
performance of this Agreement, in accordance with California Labor Code section
Revised PSA Form $100,000 or Less 3 of 9 Contractor: Bickmore Risk Services, Inc
Not to Exceed Amount: $20,000
Requisition or PO #:
BIB]
40718-U01
SIGNED-U02
BOARD-U02
REPORT-U02
SUPPORTING-U02
DOCS-U02
LI21329-U03
FO96183-U03
FO96184-U03
FO99716-U03
MG99791-U03
AS99817-U03
AS99821-U03
AI101945-U03
DO103417-U03
C10-U03
BOARD-U03
REPORTS-U03
6/24/2011-U04
MARCELLAC-U04
16512-U05
3-U06
APPROVE-U07
AUTHORIZE-U07
THE-U07
CONTRACTS/PURCHASING-U07
OFFICER-U07
TO-U07
SIGN-U07
AMENDMENT-U07
NO.-U07
3-U07
TO-U07
THE-U07
PROFESSIONAL-U07
SERVICES-U07
105-ADMINISTRATION-U08
BUTLER-U09
CAROLYN-U09
BUTLERC-U10
5/9/2011-U011
AGREEMENT-U012
BICKMORE-U012
RISK-U012
SERVICES,-U012
INCREASING-U012
THE-U012
TOTAL-U012
AMOUNT-U012
OF-U012
THE-U012
CONTRACT-U012
$100,000-U012
TO-U012
$190,000,-U012
EXTENDING-U012
THE-U012
EXPIRATION-U012
DATE-U012
AUGUST-U012
30,-U012
2011-U012
TO-U012
JUNE-U012
30,-U012
2012,-U012
TO-U012
PROVIDE-U012
PROGRAM-U012
ASSESSMENT,-U012
GAP-U012
ANALYSIS,-U012
WORKERS-U012
COMPENSATION-U012
GENERAL-U012
LIABILITY-U012
THIRD-U012
PARTY-U012
ADMINISTRATOR-U012
PROGRAM-U012
SERVICES-U012
ASSESSMENT-U012
CONTINUE-U012
TO-U012
PROVIDE-U012
ANNUAL-U012
ACTUARIAL-U012
ANALYSIS-U012
OF-U012
WORKERS-U012
COMPENSATION-U012
SELF-INSURANCE-U012
PROGRAMS,-U012
INCLUDING-U012
ESTIMATION-U012
OF-U012
OUTSTANDING-U012
LIABILITIES,-U012
PROJECTED-U012
AGGREGATE-U012
COSTS,-U012
DEPARTMENTAL-U012
COST-U012
ALLOCATIONS,-U012
RELATED-U012
ACTUARIAL-U012
PROJECTS-U012
THE-U012
PROGRAM-U012
SERVICES.-U012
SIGNED BOARD REPORT AND SUPPO�v�3700 and with Employer's Liability limits not less than $1,000,000 each person,
$1,000,000 each accident and $1,000,000 each disease.
Exemption/Modification Justification attached; subject to approval).
Professional liability insurance, if required for the professional services being
provided, e.g., those persons authorized by a license to engage in a business or
profession regulated by the California Business and Professions Code), in the amount
of not less than $1,000,000 per claim and $2,000,000 in the aggregate, to cover
liability for malpractice or errors or omissions made in the course of rendering
professional services. If professional liability insurance is written on a claims-made"
basis rather than an occurrence basis, the CONTRACTOR shall, upon the expiration
or earlier termination of this Agreement, obtain extended reporting coverage tail
coverage") with the same liability limits. Any such tail coverage shall continue for at
least three years following the expiration or earlier termination of this Agreement.
Exerption/Modifi cation Justification attached; subject to approval).
9.04. Other Insurance Requirements:
All insurance required by this Agreement shall be with a company acceptable to the County
and issued and executed by an admitted insurer authorized to transact Insurance business in the
State of California. Unless otherwise specified by this Agreement, all such insurance shall be
written on an occurrence basis, or, if the policy is not written on an occurrence basis, such
policy with the coverage required herein shall continue in effect for a period of three years
following the date CONTRACTOR completes its performance of services under this
Agreement.
Each liability policy shall provide that the County shall be given notice in writing at least thirty
days in advance of any endorsed reduction in coverage or limit, cancellation, or intended non-
renewal thereof. Each policy shall provide coverage for Contractor and additional insureds
with respect to claims arising from each subcontractor, if any, performing work under this
Agreement, or be accompanied by a certificate of insurance from each subcontractor showing
each subcontractor has identical insurance coverage to the above requirements.
commercial general liability and automobile liability policies shall provide an endorsement
naming the County of Monterey, its o Icers agents, and employees as Additional Insureds with
respect to liability arising out of the CONTRACTOR'S work, including ongoing and completed
operations and shall further provide that such insurance is primary insurance to any insurance
or self-insurance maintained by the County and that the insurance of the Additional Insureds
shall not be called upon to contribute to a loss covered by the CONTRACTOR'S insurance. The
required endorsement form for Commercial General Liability Additional Insured is ISO Form
CG 20 10 11-85 or CG 20 10 10 01 in tandem with CG 20 37 10 01 2000). The required
endorsement form for Automobile Additional Insured endorsement is ISO Form CA 20 48 02
99.
Revised PSA Form $100,000 or Less 4 of 9 Contractor: Bickmore Risk Services, Inc
Not to Exceed Amount: $20,000
Requisition or PO #:
BIB]
40718-U01
SIGNED-U02
BOARD-U02
REPORT-U02
SUPPORTING-U02
DOCS-U02
LI21329-U03
FO96183-U03
FO96184-U03
FO99716-U03
MG99791-U03
AS99817-U03
AS99821-U03
AI101945-U03
DO103417-U03
C10-U03
BOARD-U03
REPORTS-U03
6/24/2011-U04
MARCELLAC-U04
16512-U05
3-U06
APPROVE-U07
AUTHORIZE-U07
THE-U07
CONTRACTS/PURCHASING-U07
OFFICER-U07
TO-U07
SIGN-U07
AMENDMENT-U07
NO.-U07
3-U07
TO-U07
THE-U07
PROFESSIONAL-U07
SERVICES-U07
105-ADMINISTRATION-U08
BUTLER-U09
CAROLYN-U09
BUTLERC-U10
5/9/2011-U011
AGREEMENT-U012
BICKMORE-U012
RISK-U012
SERVICES,-U012
INCREASING-U012
THE-U012
TOTAL-U012
AMOUNT-U012
OF-U012
THE-U012
CONTRACT-U012
$100,000-U012
TO-U012
$190,000,-U012
EXTENDING-U012
THE-U012
EXPIRATION-U012
DATE-U012
AUGUST-U012
30,-U012
2011-U012
TO-U012
JUNE-U012
30,-U012
2012,-U012
TO-U012
PROVIDE-U012
PROGRAM-U012
ASSESSMENT,-U012
GAP-U012
ANALYSIS,-U012
WORKERS-U012
COMPENSATION-U012
GENERAL-U012
LIABILITY-U012
THIRD-U012
PARTY-U012
ADMINISTRATOR-U012
PROGRAM-U012
SERVICES-U012
ASSESSMENT-U012
CONTINUE-U012
TO-U012
PROVIDE-U012
ANNUAL-U012
ACTUARIAL-U012
ANALYSIS-U012
OF-U012
WORKERS-U012
COMPENSATION-U012
SELF-INSURANCE-U012
PROGRAMS,-U012
INCLUDING-U012
ESTIMATION-U012
OF-U012
OUTSTANDING-U012
LIABILITIES,-U012
PROJECTED-U012
AGGREGATE-U012
COSTS,-U012
DEPARTMENTAL-U012
COST-U012
ALLOCATIONS,-U012
RELATED-U012
ACTUARIAL-U012
PROJECTS-U012
THE-U012
PROGRAM-U012
SERVICES.-U012
SIGNED BOARD REPORT AND SUPPO�v�Prior to the execution of this Agreement by the County, CONTRACTOR shall file certificates
of insurance with the County's contract administrator and County's Contracts/Purchasing
Division, showing that the CONTRACTOR has in effect the insurance required by this
Agreement. The CONTRACTOR shall file a new or amended certificate of insurance within
five calendar days after any change is made in any insurance policy, which would alter the
information on the certificate then on file. Acceptance or approval of insurance shall in no way
modify or change the indemnification clause in this Agreement, which shall continue in full
force and effect.
CONTRACTOR shall at all times during the term of this Agreement maintain in force the
insurance coverage required under this Agreement and shall send, without demand by County,
annual certificates to County's Contract Administrator and County's Contracts/Purchasing
Division. If the certificate is not received by the expiration date, County shall notify
CONTRACTOR and CONTRACTOR shall have five calendar days to send in the certificate,
evidencing no lapse in coverage during the interim. Failure by CONTRACTOR to maintain
such insurance is a default of this Agreement, which entitles County, at its sole discretion, to
terminate this Agreement immediately.
10. RECORDS AND CONFIDENTIALITY.
10.01. Confidentiality. CONTRACTOR and its officers, employees, agents, and
subcontractors shall comply with any and all federal, state, and local laws, which provide for
the confidentiality of records and other information. CONTRACTOR shall not disclose any
confidential records or other confidential information received from the County or prepared in
connection with the performance of this Agreement, unless County specifically permits
CONTRACTOR to disclose such records or information. CONTRACTOR shall promptly
transmit to County any and all requests for disclosure of any such confidential records or
information. CONTRACTOR shall not use any confidential information gained by
CONTRACTOR in the performance of this Agreement except for the sole purpose of carrying
out CONTRACTOR's obligations under this Agreement.
10.02. County Records. When this Agreement expires or terminates, CONTRACTOR shall
return to County any County records which CONTRACTOR used or received from County to
perform services under this Agreement.
10.03. Maintenance of Records. CONTRACTOR shall prepare, maintain, and preserve all
reports and records that may be required by federal, state, and County rules and regulations
related to services performed under this Agreement. CONTRACTOR shall maintain such
records for a period of at least three years after receipt of final payment under this Agreement.
If any litigation, claim, negotiation, audit exception, or other action relating to this Agreement
is pending at the end of the three year period, then CONTRACTOR shall retain said records
until such action is resolved.
10.04. Access to and Audit of Records. The County shall have the right to examine,
monitor and audit all records, documents, conditions, and activities of the CONTRACTOR and
its subcontractors related to services provided under this Agreement. Pursuant to Government
Revised PSA Fonn $100,000 or Less 5 of 9 Contractor: Bickmore Risk Services, Inc
Not to Exceed Amount: $20,000
Requisition or PO #:
BIB]
40718-U01
SIGNED-U02
BOARD-U02
REPORT-U02
SUPPORTING-U02
DOCS-U02
LI21329-U03
FO96183-U03
FO96184-U03
FO99716-U03
MG99791-U03
AS99817-U03
AS99821-U03
AI101945-U03
DO103417-U03
C10-U03
BOARD-U03
REPORTS-U03
6/24/2011-U04
MARCELLAC-U04
16512-U05
3-U06
APPROVE-U07
AUTHORIZE-U07
THE-U07
CONTRACTS/PURCHASING-U07
OFFICER-U07
TO-U07
SIGN-U07
AMENDMENT-U07
NO.-U07
3-U07
TO-U07
THE-U07
PROFESSIONAL-U07
SERVICES-U07
105-ADMINISTRATION-U08
BUTLER-U09
CAROLYN-U09
BUTLERC-U10
5/9/2011-U011
AGREEMENT-U012
BICKMORE-U012
RISK-U012
SERVICES,-U012
INCREASING-U012
THE-U012
TOTAL-U012
AMOUNT-U012
OF-U012
THE-U012
CONTRACT-U012
$100,000-U012
TO-U012
$190,000,-U012
EXTENDING-U012
THE-U012
EXPIRATION-U012
DATE-U012
AUGUST-U012
30,-U012
2011-U012
TO-U012
JUNE-U012
30,-U012
2012,-U012
TO-U012
PROVIDE-U012
PROGRAM-U012
ASSESSMENT,-U012
GAP-U012
ANALYSIS,-U012
WORKERS-U012
COMPENSATION-U012
GENERAL-U012
LIABILITY-U012
THIRD-U012
PARTY-U012
ADMINISTRATOR-U012
PROGRAM-U012
SERVICES-U012
ASSESSMENT-U012
CONTINUE-U012
TO-U012
PROVIDE-U012
ANNUAL-U012
ACTUARIAL-U012
ANALYSIS-U012
OF-U012
WORKERS-U012
COMPENSATION-U012
SELF-INSURANCE-U012
PROGRAMS,-U012
INCLUDING-U012
ESTIMATION-U012
OF-U012
OUTSTANDING-U012
LIABILITIES,-U012
PROJECTED-U012
AGGREGATE-U012
COSTS,-U012
DEPARTMENTAL-U012
COST-U012
ALLOCATIONS,-U012
RELATED-U012
ACTUARIAL-U012
PROJECTS-U012
THE-U012
PROGRAM-U012
SERVICES.-U012
SIGNED BOARD REPORT AND SUPPO�v�Code section 8546.7, if this Agreement involves the expenditure of public funds in excess of
$10,000, the parties to this Agreement may be subject, at the request of the County or as part of
any audit of the County, to the examination and audit of the State Auditor pertaining to matters
connected with the performance of this Agreement for a period of three years after final
payment under the Agreement.
10.05. Royalties and Inventions. County shall have a royalty-free, exclusive and irrevocable
license to reproduce, publish, and use, and authorize others to do so, all original computer
programs, writings, sound recordings, pictorial reproductions, drawings, and other works of
similar nature produced in the course of or under this Agreement. CONTRACTOR shall not
publish any such material without the prior written approval of County.
11. NON-DISCRIMINATION. During the performance of this Agreement, CONTRACTOR, and
its subcontractors, shall not unlawfully discriminate against any person because of race,
religious creed, color, sex, national origin, ancestry, physical disability, mental disability,
medical condition, marital status, age over 40), or sexual orientation, either in
CONTRACTOR's employment practices or in the furnishing of services to recipients.
CONTRACTOR shall ensure that the evaluation and treatment of its employees and applicants
for employment and all persons receiving and requesting services are free of such
discrimination. CONTRACTOR and any subcontractor shall, in the performance of this
Agreement, fully comply with all federal, state, and local laws and regulations which prohibit
discrimination. The provision of services primarily or exclusively to such target population as
may be designated in this Agreement shall not be deemed to be prohibited discrimination.
12. COMPLIANCE WITH TERMS OF STATE OR FEDERAL GRANT. If this Agreement
has been or will be funded with monies received by the County pursuant to a contract with the
state or federal government in which the County is the grantee, CONTRACTOR will comply
with all the provisions of said contract, to the extent applicable to CONTRACTOR as a
subgrantee under said contract, and said provisions shall be deemed a part of this Agreement, as
though fully set forth herein. Upon request, County will deliver a copy of said contract to
CONTRACTOR, at no cost to CONTRACTOR.
13. INDEPENDENT CONTRACTOR. In the performance of work, duties, and obligations under
this Agreement, CONTRACTOR is at all times acting and performing as an independent
contractor and not as an employee of the County. No offer or obligation of permanent
employment with the County or particular County department or agency is intended in any
manner, and CONTRACTOR shall not become entitled by virtue of this Agreement to receive
from County any form of employee benefits including but not limited to sick leave, vacation,
retirement benefits, workers' compensation coverage, insurance or disability benefits.
CONTRACTOR shall be solely liable for and obligated to pay directly all applicable taxes,
including federal and state income taxes and social security, arising out of CONTRACTOR's
performance of this Agreement. In connection therewith, CONTRACTOR shall defend,
indemnify, and hold County harmless from any and all liability which County may incur
because of CONTRACTOR's failure to pay such taxes.
Revised PSA Form $100,000 or Less 6 of 9 Contractor: Bickmore Risk Services, Inc
Not to Exceed Amount: $20,000
Requisition or P0 #:
BIB]
40718-U01
SIGNED-U02
BOARD-U02
REPORT-U02
SUPPORTING-U02
DOCS-U02
LI21329-U03
FO96183-U03
FO96184-U03
FO99716-U03
MG99791-U03
AS99817-U03
AS99821-U03
AI101945-U03
DO103417-U03
C10-U03
BOARD-U03
REPORTS-U03
6/24/2011-U04
MARCELLAC-U04
16512-U05
3-U06
APPROVE-U07
AUTHORIZE-U07
THE-U07
CONTRACTS/PURCHASING-U07
OFFICER-U07
TO-U07
SIGN-U07
AMENDMENT-U07
NO.-U07
3-U07
TO-U07
THE-U07
PROFESSIONAL-U07
SERVICES-U07
105-ADMINISTRATION-U08
BUTLER-U09
CAROLYN-U09
BUTLERC-U10
5/9/2011-U011
AGREEMENT-U012
BICKMORE-U012
RISK-U012
SERVICES,-U012
INCREASING-U012
THE-U012
TOTAL-U012
AMOUNT-U012
OF-U012
THE-U012
CONTRACT-U012
$100,000-U012
TO-U012
$190,000,-U012
EXTENDING-U012
THE-U012
EXPIRATION-U012
DATE-U012
AUGUST-U012
30,-U012
2011-U012
TO-U012
JUNE-U012
30,-U012
2012,-U012
TO-U012
PROVIDE-U012
PROGRAM-U012
ASSESSMENT,-U012
GAP-U012
ANALYSIS,-U012
WORKERS-U012
COMPENSATION-U012
GENERAL-U012
LIABILITY-U012
THIRD-U012
PARTY-U012
ADMINISTRATOR-U012
PROGRAM-U012
SERVICES-U012
ASSESSMENT-U012
CONTINUE-U012
TO-U012
PROVIDE-U012
ANNUAL-U012
ACTUARIAL-U012
ANALYSIS-U012
OF-U012
WORKERS-U012
COMPENSATION-U012
SELF-INSURANCE-U012
PROGRAMS,-U012
INCLUDING-U012
ESTIMATION-U012
OF-U012
OUTSTANDING-U012
LIABILITIES,-U012
PROJECTED-U012
AGGREGATE-U012
COSTS,-U012
DEPARTMENTAL-U012
COST-U012
ALLOCATIONS,-U012
RELATED-U012
ACTUARIAL-U012
PROJECTS-U012
THE-U012
PROGRAM-U012
SERVICES.-U012
SIGNED BOARD REPORT AND SUPPO�v �14. NOTICES. Notices required under this Agreement shall be delivered personally or by
first-class, postage pre-paid mail to the County and CONTRACTOR'S contract administrators
at the addresses listed below:
FOR COUNTY:
Keith Honda, Assistant CAO
168 W. Alisal St., 3'-d Floor
Salinas, CA 93901
FOR CONTRACTOR:
Teri Rohrer, Finn Administrator
1831 K Street
Sacramento, CA 95811
831-755-5295
15. MISCELLANEOUS PROVISIONS.
916-244-1107
15.01 Conflict of Interest. CONTRACTOR represents that it presently has no interest and
agrees not to acquire any interest during the term of this Agreement, which would
directly, or indirectly conflict in any mariner or to any degree with the full and complete
performance of the professional services required to be rendered under this Agreement.
15.02 Amendment. This Agreement may be amended or modified only by an instrument in
writing signed by the County and the CONTRACTOR.
15.03 Waiver. Any waiver of any terms and conditions of this Agreement most be in writing
and signed by the County and the CONTRACTOR. A waiver of any of the terms and
conditions of this Agreement shall not be construed as a waiver of any other terms or
conditions in this Agreement.
15.04 Contractor. The tern CONTRACTOR" as used in this Agreement includes
CONTRACTOR's officers, agents, and employees acting on CONTRACTOR's behalf
in the performance of this Agreement.
15.05 Disputes. CONTRACTOR shall continue to perform under this Agreement during any
dispute.
15.06 Assignment and Subcontracting. The CONTRACTOR shall not assign, sell, or
otherwise transfer its interest or obligations in this Agreement without the prior written
consent of the County. None of the services covered by this Agreement shall be
subcontracted without the prior written approval of the County. Notwithstanding any
such subcontract, CONTRACTOR shall continue to be liable for the performance of all
requirements of this Agreement.
15.07 Successors and Assigns. This Agreement and the rights, privileges, duties, and
obligations of the County and CONTRACTOR under this Agreement, to the extent
assignable or delegable, shall be binding upon and inure to the benefit of the parties and
their respective successors, permitted assigns, and heirs.
Revised PSA Form $100,000 or Less 7 of 9 Contractor: Bickmore Risk Services, Inc
Not to Exceed Amount: $20,000
Requisition or PO #:
BIB]
40718-U01
SIGNED-U02
BOARD-U02
REPORT-U02
SUPPORTING-U02
DOCS-U02
LI21329-U03
FO96183-U03
FO96184-U03
FO99716-U03
MG99791-U03
AS99817-U03
AS99821-U03
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16512-U05
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105-ADMINISTRATION-U08
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THE-U012
EXPIRATION-U012
DATE-U012
AUGUST-U012
30,-U012
2011-U012
TO-U012
JUNE-U012
30,-U012
2012,-U012
TO-U012
PROVIDE-U012
PROGRAM-U012
ASSESSMENT,-U012
GAP-U012
ANALYSIS,-U012
WORKERS-U012
COMPENSATION-U012
GENERAL-U012
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THIRD-U012
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ADMINISTRATOR-U012
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OF-U012
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SELF-INSURANCE-U012
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SIGNED BOARD REPORT AND SUPPO�v
�15.08 Compliance with Applicable Law. The parties shall comply with all applicable federal,
state, and local laws and regulations in performing this Agreement.
15.09 Headings. The headings are for convenience only and shall not be used to interpret the
terms of this Agreement.
15.10 Time is of the Essence. Time is of the essence in each and all of the provisions of this
Agreement.
15.11 Governing Law. This Agreement shall be governed by and interpreted under the laws of
the State of California.
15.12 Non-exclusive Agreement. This Agreement is non-exclusive and both County and
CONTRACTOR expressly reserve the right to contract with other entities for the same
or similar services.
15.13 Construction of Agreement. The County and CONTRACTOR agree that each party has
fully participated in the review and revision of this Agreement and that any rule of
construction to the effect that ambiguities are to be resolved against the drafting party
shall not apply in the interpretation of this Agreement or any amendment to this
Agreement.
15.14 Counterparts. This Agreement may be executed in two or more counterparts, each of
which shall be deemed an original, but all of which together shall constitute one and the
same Agreement.
15.15 Authority. Any individual executing this Agreement on behalf of the County or the
CONTRACTOR represents and warrants hereby that he or she has the requisite authority
to enter into this Agreement on behalf of such party and bind the party to the terms and
conditions of this Agreement.
15.16 Integration. This Agreement, including the exhibits, represent the entire Agreement
between the County and the CONTRACTOR with respect to the subject matter of this
Agreement and shall supersede all prior negotiations, representations, or agreements,
either written or oral, between the County and the CONTRACTOR as of the effective
date of this Agreement, which is the date that the County signs the Agreement.
15.17 Interpretation of Conflicting Provisions. In the event of any conflict or inconsistency
between the provisions of this Agreement and the Provisions of any exhibit or other
attachment to this Agreement, the provisions of this Agreement shall prevail and control.
IN WITNESS WHEREOF, County and CONTRACTOR have executed this Agreement as of
the day and year written below.
Revised PSA Foie $100,000 or Less 8 of 9 Contractor: Bickmore Risk Services, Inc
Not to Exceed Amount: $20,000
Requisition or PO #:
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SIGNED BOARD REPORT AND SUPPO�v
�COUNTY OF MONTEREY
By:
Date:
By:
Date:
Approved as to Form
By:
CONTRACTOR
Bickmore and Associates, Inc.
Contracts/Purchasing Manager
Contractor's Business Name*
Department Head if applicable) By:
Gv--v & r L
Name and Title
/t--O
Si Nature of Chair, President, or
Vice-President)*
u y C66nsel Date:
Signature of Secretary, Asst. Secretary, CFO,
Treasurer or Asst. Treasurer)*
Name and Title
Approved as to LiabilitvProvisions2
*INSTRUCTIONS: If CONTRACTOR is a corporation, including limited liability and non-profit corporations, the full
legal name of the corporation shall be set forth above together with the signatures of two specified officers. If
CONTRACTOR is a partnership, the name of the partnership shall be set forth above together with the signature of a
partner who has authority to execute this Agreement on behalf of the partnership. If CONTRACTOR is contracting in
an individual capacity, the individual shall set forth the name of the business, if any, and shall personally sign the
Agreement.
Approval by Auditor/Controller is necessary only if changes are made in paragraph 6 or if changes are made in
paragraph 2 by amendment.
2Approval by Risk Management is necessary only if changes are made in paragraph 8 or 9
Revised PSA Form $100,000 or Less 9 of 9 Contractor: Bickmore Risk Services, Inc
Not to Exceed Amount: $20,000
Requisition or PO #:
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SIGNED BOARD REPORT AND SUPPO�v
�Bickmore Risk Services & Consulting
Friday, December 12, 2008
Mr. Steven Mauck Risk Manager
Monterey County 168 West Alisal
Street, 3 Floor Salinas, CA 93901
EXHIBIT A
Leadership. frost. Solutions.
RE: Actuarial Services Engagement Letter 2008-09 Analysis
Dear Mr. Mauck:
Thank you for the opportunity to provide actuarial services to Monterey County the
County). The County is seeking professional actuarial advice with regard to its self-
insured general liability and workers' compensation programs. The following is a
brief outline of our understanding of the scope of work to be performed and our
fees.
The objective of the studies is to provide a projection of loss costs, cash flow and
investment income. The report will include the following information for each
program:
Calculate program funding levels for the 2008-09 and 2009-10 program
years at the expected level as well as at various confidence levels.
Determine appropriate rates for claims incurred during the 2008-09 and
2009-10 program years at the expected level as well as at various
confidence levels.
Estimate required funding for the programs' outstanding losses and loss
adjustment expenses for all preceding fiscal years as of June 30, 2008 and
June 30, 2009. The outstanding losses and loss adjustment expenses are
to be stated at the expected level as well as various confidence levels.
Provide each of the estimates specified above on both discounted and full
value bases.
Provide a statement of compliance with GASB 10 and 30.
Estimate the program's cash flow requirements for a given number of fiscal
years, separately identified for each accident year.
Provide an update of outstanding losses and funding requirements based
upon 12/31 data.
Allocate program costs for 2008-09 and 2009-10 to individual County
departments, based upon a specified weighting of historical experience and
exposure.
Allocate Pajaro bond payments to departments.
Allocate Lakes bond payments to departments, for both properties and loss
settlement
Page 1 of 2
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SIGNED BOARD REPORT AND SUPPO�v
� Determine historical liabilities related to the County courts, for both
12/31/2000 and 6/30/2003 cutoff dates
We will agree to complete the scope of work discussed above for the
following fees:
Project Component 2008-09
Cost
General Liability Study 6/30 Data) $ 4,250
General Liability Update 12/31 Data) 2,250
GL Allocation Study 2 250
Pajaro Bond Allocation Study 500
Lakes Properties Bond Allocation Study 500
Lakes Loss Bond Allocation Study 500
Workers' Comp Study 6/30 Data) 4,250
Workers' Comp Update 12/31 Data) 2,250
WC Allocation Study 2,250
WC Court Allocation Study 1,000
Grand Total $ 20,000
We will agree to one personal visit as part of the fees outlined above. Should
other services beyond the scope of work outlined above be required, we will
bill for our time and out of pocket expenses at the rates specified below.
Consultant Hourly Rate
Fellow $250
Associate 200
Actuarial Staff 100
Administrative Staff 50
Our target delivery date for the draft reports is within four weeks of receipt of
complete data.
Please call me at 916) 244-1162 with any questions you may have with regard to
our proposal.
Respectfully Submitted,
Bickmore Risk Services
Mike Harrington Director, Property and Casualty
Actuarial Services, BRS Fellow, Casualty Actuarial
Society Member, American Academy of Actuaries
Page 2 of 2
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SIGNED BOARD REPORT AND SUPPO�v�AMENDMENT #1 TO AGREEMENT
COUNTY OF MONTEREY & BICKMORE RISK SERVICES, INC.
THIS AMENDMENT is made to the AGREEMENT for the provision of annual
actuarial analysis of workers' compensation and general liability self-insurance programs,
including estimation of outstanding liabilities, projected aggregate costs, departmental
cost allocations, and related actuarial projects for the programs by and between
BICKMORE RISK SERVICES, INC., hereinafter Contractor", and the County
of Monterey, a political subdivision of the State of California, hereinafter referred to as
County".
WHEREAS, the County and the Contractor entered into an Agreement whereby the
Contractor would provide services to the County during an initial term commencing
August 30, 2008 to August 30, 2009; and
WHEREAS, the County and Contractor wish to extend the term of the Agreement and
increase the contract amount by $40,000.
NOW THEREFORE, the County and Contractor hereby agree to amend the
AGREEMENT as follows:
1. Paragraph 2.1 Payments by County" shall be amended as follows: The total
amount payable by County to CONTRACTOR under this Agreement shall not
exceed the sum of $60,000.
2. Paragraph 3.1 Term of Agreement" shall be amended as follows: The term of
this Agreement is from August 30, 2008 to August 30, 2011.
3. Except as provided herein, all remaining terms, conditions and provisions of the
AGREEMENT are unchanged and unaffected by this AMENDMENT and shall
continue in full force and effect as set forth in the AGREEMENT.
4. A copy of this AMENDMENT shall be attached to the original AGREEMENT.
IN WITNESS WHEREOF, the parties have executed the AMENDMENT on the day
and year written below.
CONTRACTOR
Contracts/Purchasing Manager
Company Representative
Dated 7 7-01i Printed Name t'. 1 % GI
Dated kiQ._f
1
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SIGNED BOARD REPORT AND SUPPO�v�AMENDMENT #2 TO AGREEMENT
COUNTY OF MONTEREY & BICKMORE RISK SERVICES, INC.
THIS AMENDMENT is made to the AGREEMENT for the provision of annual
actuarial analysis of workers' compensation and general liability self-insurance programs,
including estimation of outstanding liabilities, projected aggregate costs, departmental
cost allocations, and related actuarial projects for the programs by and between
BICKMORE RISK SERVICES, INC., hereinafter Contractor", and the County
of Monterey, a political subdivision of the State of California, hereinafter referred to as
County"
WHEREAS, the County and the Contractor entered into an Agreement whereby the
Contractor would provide services to the County during an initial term commencing
August 30, 2008 to August 30, 2009; and
WHEREAS, the County and Contractor wish to add to the scope of work and increase
the contract amount by $40,000; and
WHEREAS, the County and Contractor wish to expand the scope of work to include
Risk/Benefits review, organizational gap analysis, benchmarking, evaluation of
operational structure/staffing, and the provision of procedural recommendations.
NOW THEREFORE, the County and Contractor hereby agree to amend the
AGREEMENT as follows:
1: Paragraph I Services to be Provided' shall be amended as follows: The services
are generally described as follows: Annual actuarial analysis of workers'
compensation and general liability self-insurance program, including estimation
of outstanding liabilities, projected aggregate costs, departmental cost allocations,
and related actuarial projects for programs and Risk/Benefits review,
organizational gap analysis, benchmarking, evaluation of operational
structure/staffing and provision of procedural recommendations.
2. Paragraph 2.1 Payments by County" shall be amended as follows: The total
amount payable by County to CONTRACTOR under this Agreement shall not
exceed the sum of $100,000.
3. Addendum 2A Scope of Work" attached hereto) is added as additional
required project services and incorporated into the underlying agreement by this
reference.
4. Except as provided herein, all remaining terms, conditions and provisions of the
AGREEMENT are unchanged and unaffected by this AMENDMENT and shall
continue in full force and effect as set forth in the AGREEMENT.
5. A copy of this AMENDMENT shall be attached to the original AGREEMENT.
1
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105-ADMINISTRATION-U08
BUTLER-U09
CAROLYN-U09
BUTLERC-U10
5/9/2011-U011
AGREEMENT-U012
BICKMORE-U012
RISK-U012
SERVICES,-U012
INCREASING-U012
THE-U012
TOTAL-U012
AMOUNT-U012
OF-U012
THE-U012
CONTRACT-U012
$100,000-U012
TO-U012
$190,000,-U012
EXTENDING-U012
THE-U012
EXPIRATION-U012
DATE-U012
AUGUST-U012
30,-U012
2011-U012
TO-U012
JUNE-U012
30,-U012
2012,-U012
TO-U012
PROVIDE-U012
PROGRAM-U012
ASSESSMENT,-U012
GAP-U012
ANALYSIS,-U012
WORKERS-U012
COMPENSATION-U012
GENERAL-U012
LIABILITY-U012
THIRD-U012
PARTY-U012
ADMINISTRATOR-U012
PROGRAM-U012
SERVICES-U012
ASSESSMENT-U012
CONTINUE-U012
TO-U012
PROVIDE-U012
ANNUAL-U012
ACTUARIAL-U012
ANALYSIS-U012
OF-U012
WORKERS-U012
COMPENSATION-U012
SELF-INSURANCE-U012
PROGRAMS,-U012
INCLUDING-U012
ESTIMATION-U012
OF-U012
OUTSTANDING-U012
LIABILITIES,-U012
PROJECTED-U012
AGGREGATE-U012
COSTS,-U012
DEPARTMENTAL-U012
COST-U012
ALLOCATIONS,-U012
RELATED-U012
ACTUARIAL-U012
PROJECTS-U012
THE-U012
PROGRAM-U012
SERVICES.-U012
SIGNED BOARD REPORT AND SUPPO�v�IN WITNESS WHEREOF, the parties have executed the AMENDMENT on the day
and year written below.
By
CONTRACTOR
/ d h4 LY I
1C-o-mpanan R resentative
Dated jb /u Printed Name rCcr o r y/ 1 f Ut
2-
Dated
2
BIB]
40718-U01
SIGNED-U02
BOARD-U02
REPORT-U02
SUPPORTING-U02
DOCS-U02
LI21329-U03
FO96183-U03
FO96184-U03
FO99716-U03
MG99791-U03
AS99817-U03
AS99821-U03
AI101945-U03
DO103417-U03
C10-U03
BOARD-U03
REPORTS-U03
6/24/2011-U04
MARCELLAC-U04
16512-U05
3-U06
APPROVE-U07
AUTHORIZE-U07
THE-U07
CONTRACTS/PURCHASING-U07
OFFICER-U07
TO-U07
SIGN-U07
AMENDMENT-U07
NO.-U07
3-U07
TO-U07
THE-U07
PROFESSIONAL-U07
SERVICES-U07
105-ADMINISTRATION-U08
BUTLER-U09
CAROLYN-U09
BUTLERC-U10
5/9/2011-U011
AGREEMENT-U012
BICKMORE-U012
RISK-U012
SERVICES,-U012
INCREASING-U012
THE-U012
TOTAL-U012
AMOUNT-U012
OF-U012
THE-U012
CONTRACT-U012
$100,000-U012
TO-U012
$190,000,-U012
EXTENDING-U012
THE-U012
EXPIRATION-U012
DATE-U012
AUGUST-U012
30,-U012
2011-U012
TO-U012
JUNE-U012
30,-U012
2012,-U012
TO-U012
PROVIDE-U012
PROGRAM-U012
ASSESSMENT,-U012
GAP-U012
ANALYSIS,-U012
WORKERS-U012
COMPENSATION-U012
GENERAL-U012
LIABILITY-U012
THIRD-U012
PARTY-U012
ADMINISTRATOR-U012
PROGRAM-U012
SERVICES-U012
ASSESSMENT-U012
CONTINUE-U012
TO-U012
PROVIDE-U012
ANNUAL-U012
ACTUARIAL-U012
ANALYSIS-U012
OF-U012
WORKERS-U012
COMPENSATION-U012
SELF-INSURANCE-U012
PROGRAMS,-U012
INCLUDING-U012
ESTIMATION-U012
OF-U012
OUTSTANDING-U012
LIABILITIES,-U012
PROJECTED-U012
AGGREGATE-U012
COSTS,-U012
DEPARTMENTAL-U012
COST-U012
ALLOCATIONS,-U012
RELATED-U012
ACTUARIAL-U012
PROJECTS-U012
THE-U012
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SIGNED BOARD REPORT AND SUPPO�v�Addendum 2A
Scope of Work
Service Timeline Cost
Project Kick-Off Meeting. Feb 1, 2010 $870
Collection of written materials
and documentation Jan 2010 $3,000
Interviews Jan Feb 2010 $12,480
Complete documentation of
existing environment Feb March 2010 $7,320
Complete GAP Analysis April 2010 $4,860
Complete Staffing
Recommendations April 2010 $4,860
Complete Other
Recommendations April 2010 $3,210
Develop Draft Report May 2010 $8,160
Total $44,760
BIB]
40718-U01
SIGNED-U02
BOARD-U02
REPORT-U02
SUPPORTING-U02
DOCS-U02
LI21329-U03
FO96183-U03
FO96184-U03
FO99716-U03
MG99791-U03
AS99817-U03
AS99821-U03
AI101945-U03
DO103417-U03
C10-U03
BOARD-U03
REPORTS-U03
6/24/2011-U04
MARCELLAC-U04
16512-U05
3-U06
APPROVE-U07
AUTHORIZE-U07
THE-U07
CONTRACTS/PURCHASING-U07
OFFICER-U07
TO-U07
SIGN-U07
AMENDMENT-U07
NO.-U07
3-U07
TO-U07
THE-U07
PROFESSIONAL-U07
SERVICES-U07
105-ADMINISTRATION-U08
BUTLER-U09
CAROLYN-U09
BUTLERC-U10
5/9/2011-U011
AGREEMENT-U012
BICKMORE-U012
RISK-U012
SERVICES,-U012
INCREASING-U012
THE-U012
TOTAL-U012
AMOUNT-U012
OF-U012
THE-U012
CONTRACT-U012
$100,000-U012
TO-U012
$190,000,-U012
EXTENDING-U012
THE-U012
EXPIRATION-U012
DATE-U012
AUGUST-U012
30,-U012
2011-U012
TO-U012
JUNE-U012
30,-U012
2012,-U012
TO-U012
PROVIDE-U012
PROGRAM-U012
ASSESSMENT,-U012
GAP-U012
ANALYSIS,-U012
WORKERS-U012
COMPENSATION-U012
GENERAL-U012
LIABILITY-U012
THIRD-U012
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ADMINISTRATOR-U012
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