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Item C09 BOARD OF COUNTY COMMISSIONERS AGENDA ITEM SUMMARY Meeting Date: July 15.2003 Division: Management Service~ Bulk Item: Yes ..x No Department: Admin. Services. fRisk MlittI1t AGENDA ITEM WORDING: Approval to renew agreement with Adjusters International in assessing and handling claims due to a hurricane or other natural disaster, and to waive purchasing policies for bidding this serviee ITEM BACKGROUND: This finn assisted Monroe County in assessing damages and handling claims during Hurricane Georges. They were very proficient in performing their task in a timely and beneficial manner for Monroe County. PREVIOUS RELEVANT ROCC ACTION: This retainer agreement has been in place since September, 1999. The office of the Cowrty Attorney bas recommended that it be brought to the Commissioners for renewal on an annual basis. CONTRACT/AGREEMENT CHANGES: none STAFF RECOMMENDATIONS: Approval for a limited retainer of $1 00 should their services be required TOTAL COST: $100 BUDGETED: Yes _No_X_ SOURCE OF FUNDS:-Ad Valorum COST TO COUNTY: ~.lOO- .REVENUE PRODUCING: Yes _ No X AMOUNT PER MONTH Year APPROVED BY: County At~ OMBlPurchasing ~ Risk Management Y DMSION DtRECTORAPPROVAL: ~ ti~. SHEILA BARKER DOCUMENTATION: Included X To Follow_ Not Requircd_ DISPOSITION: AGENDA ITEM # r::: 9' / Revised 2/27101..:. .. ~ GOODMAN-G ABLE-GOULD/ADJUSTERS INTER.""IA TIONAL A' PROFESSIONAL Loss CONSl'LTA.'iTS 6767 NORTH WrCll,:HAM ROAD, SerrE 400 MELBOL'R."'iE, FLORIDA 32940 (321) 255-1434 FAX (321) 255-1142 This agreement is entered into by and between MONROE COUNTY, a political subdivision of the State of Florida (the County) and Adjusters International (AI), a corporation for insurance claims services. In consideration of the mutual promises and conveyance set forth below, the parties agrees as follows: Our objective is to support Monroe County Florida in the entire claim process, with the goal of achieving the maximum insurance recovery as promptly as possible. Using a team approach, we will assemble the professionals best suited to accomplish this goal. AI will prepare all claims for submission and coordinate all supporting documentation. AI will work directly with you and your staff in the development of these claims for presentation to the carrier. Specific areas AI will address: Property Damage Claim 1) Investigate and analyze all property damage to the county 2) Prepare a concise, well-documented replacement cost estimate on the buildings and determine ACV if applicable 3) Evaluate "codes upgrade" coverage, if it applies 4) Investigate and analyze all property damage to the contents, including furniture, fixtures, machinery, equipment, computer systems, etc. 5) Prepare a concise, well-documented property claim Present and support the claim through settlement Business Interruption Claim 1) Advise management on how to capture and develop loss information, i.e. track impact of loss 2) Determine period of suspension 3) Evaluate discontinued (saved) expenses 4) Determine expediting expenses; expenses related to reducing the loss 5) Prepare financial projections and "what if' scenarios 6) Prepare business interruption valuation report?) Provide total business interruption claim management to ensure integration with the property and extra expense portions of the claim 8) Prepare and support the claim through settlement Extra Expense Claim 1 ) Advise management on identification of extra expense losses 2) Coordinate tracking of extra expense items 3) Determine excess over normal expenses 4) Determine period of indemnity 5) Integrate the extra expense claim with the property damage and business interruption claim 6) Present and support the claim through settlement General 1) Review all insurance policies in order to identify your rights and obligations under those policies 2) Review any and all pre-loss appraisals and estimates that could affect the claim 3) Evaluate the procedures being followed, to mitigate damages and implement emergency repairs 4) Coordinate and integrate all areas of the claim effort with on-going operations and the overall recovery process 5) Coordinate the necessary "expert reports" to support and assemble the claim 6) Assist in the coordination of advance payments from the insurance company 7) Coordinate all inspections and meetings with the insurance company representatives, including their "outside experts" 8) Provide regular status reports 9) Review all claim data with you, prior to providing such material to the insurance company and their representatives 10) Provide the assistance required to support all claims presented 11) Conduct and/or participate in all settlement discussions with the insurance company 12) We will hold in strictest confidence, all information relating to your claims and business operation 13) Our overall goal is to expedite the best possible recovery We would like to stress that our intention is to provide professional assistance to you from an advocacy position, in order to document, support, expedite and insure the best possible claim recovery. This proposal document, dated June 30,2003, when executed by both parties below, will serve as the re~ainer agreement between Monroe County, Florida (Assured) and Adjusters International ("Adjuster"). After property damage loss incidents affecting Monroe County, when the County, at it's sole and unfettered discretion, decides to prepare and present a claim, the Adjuster is authorized to, and will, prepare all necessary estimates and other applicable and/or required instruments to comply with the provisions of the insurance policies concerned in behalf of the Assured. In addition to a one-time retainer fee in the amount of $100.00, to be paid upon execution of this agreement, The Assured will compensate the Adjuster upon receiving proceeds as a result of a loss settlement. The Assured agrees to pay the said Adjuster for its services, a fee of seven percent (7%) of the gross amount adjusted or otherwise recovered as a result of said claim or claims on claims that resolve for an amount equal to $300,000.00 or less, eight and one-half percent (8.5%) of the gross amount adjusted or otherwise recovered as a result of said claim or claims on claims that resolve for an amount from $300,000.00 to $600,000.00, and ten percent (10%) of the gross amount adjusted or otherwise recovered as a result of said claim or claims on claims that resolve for an amount in excess of $600,000.00. The Adjuster agrees to pay for all expenses incurred by the Adjuster, in securing estimates, expert opinions, and for all other expenses incurred by the Adjuster incident to the adjustments, except for those costs associated with and for the hiring of legal counsel, should such costs ever be applicable. Counsel will not be retained to work on any such loss incident by the Adjuster without the express consent of The Assured. The Adjuster hereby agrees to render the said services for the compensation above specified. It is agreed that all adjustments shall be made and concluded only with the consent of the Assured. The Assured hereby assigns to Adjusters International all moneys due or to become due from all said insurance companies to the extent of the fee above mentioned. This Proposal/Agreement contains the entire contract between the parties, and no modification or waiver of any of the terms hereof shall be valid unless in writing, and endorsed hereon, and signed by all parties. This Agreement shall be binding upon the parties hereto, their personal representatives, assigns and successors in interest. This agreement will take effect on the signature date of the last party to execute the agreement. IN WITNESS WHEREOF, the parties hereto have set their hands and seals the day and year indicated below. (SEAL) ATTEST: DANNY L. KOLHAGE, CLERK BOARDOFCOUNIYCOMMISSIONERS OF MONROE COUNIY, FLORIDA By By Deputy Clerk Mayor/Chairman Date This Proposal/Agreement contains the entire contract between the parties, and no modification or waiver of any of the terms hereof 5hal be valid unless in writing. and endorSed hereon, and signed by all parties. This Agreement shall be binding upon the parties hereto. their personal representativeS. assigns and successors in interest. This agreement will take effect on the signature date of the last party to execute the agreement. IN WITNESS WHEREOF, the parties hereto h~ve set their hands and seals the day and year indicated below. (SEAL) ATTEST: DANNY L. KOLHAGE, CLERK BOARD OF COUNTY COMMISSIONERS OF MONROE COUNTY, FLORIDA By By Mayor/Chairman Deputy Clerk Date (SEAL) Attest: ADJUSTERSINTERNATtONAL By Title Date By Title