Loading...
HomeMy WebLinkAboutIntermountain Claims, Inc. - Professional Services Contract For Third Party Administration Services ClaimsFOR THI '1 PROFESSIONAL SERVICES CONT CT PARTY ADMINIST TION SERVICES ON CLAIMS THIS PROFESSIONAL SERVICES CONT' • CT is made and entered into by and between the City of Yakima, a Washington municipal corporation (hereafter the "City"), and Intermountain Claims, Inc., a corporation (hereafter the "Contractor", the "Third Party Administrator" or the "TPA"). WHEREAS, the City of Yakima requires professional services related to Third Party Administration Services for claims adjusting services on liability claims, including claims investigation and review for the City of Yakima; WHEREAS, the Contractor is in the business of providing third party claims adjusting services and represents that it has the expertise necessary and is willing to perform the professional services required by the City in accordance with the terms and conditions of this Contract; NOW, THEREFORE, in consideration of the mutual covenants, promises, and agreements set forth herein, it is agreed by and between the City and Contractor as follows: Section 1. Statement of Work Claims Management Services The TPA will administer in all matters related to the processing, supervision and resolution of City liability claims. It is the intent of this Agreement the claims services performed by the TPA are provided in a manner compliant with industry best practices for all claims matters. These claims services shall include the following: A. Provide on call answering services on a 24 hour, 7 days -a -week basis to receive reports of claims matters by the City or calls by claimants regarding claims. B. Receive and review submitted reports of accidents, incidents, claims or cases which may be or have the potential of becoming a claim. C. Prepare claims reports. D. The TPA adjuster will investigate the incident to determine legal liability and either attempt to negotiate settlement with the claimant, or deny liability if appropriate, after consultation with the City. E. Assign an independent adjuster or an investigator to conduct investigation and review of a claim, which may involve a field investigation and/or report. F. Maintain files on each matter reported involving the City. 1 Professional Services Contract Between City of Yakima and Intermountain Claims, Inc. G. Where applicable, make coverage determinations for claims based on the coverage provided by the insurance coverage forms. It is agreed that final approval for coverage determinations will be made by the City H. Forward claims to the insurance carrier(s). The TPA shall proceed to adjust the claims as per the agreements with the insurance carrier. I. Where applicable, recommend assigning legal counsel to claims necessitating such. J. Set and adjust reserves for open claims. K. Retain all Release Agreements upon settlement of any claims or potential claims. L. Provide status reports on a regular basis to the City as relating to the City's claims matters. M. Review claims with the City. N. The TPA will administer in all matters related to the processing, supervision, and resolution claims or losses that occur during the term of this Professional Services Agreement, regardless of whether the claim or loss is considered under the terms of the insurance policy as an occurrence or claims -made loss. 0. The TPA will administer a written claims administration program which includes, as a minimum, the following procedures: a) Claims filing procedures and forms. b) Standards requiring case reserves for each claim be established. c) Standards requiring case reserves be reviewed every ninety days or when reasonably practicable and such review is documented in the claims diary. d) Standards requiring appropriate adjuster workloads. e) Standards requiring claims payment procedures include sufficient internal controls to ensure adequate review and approval by claims management staff. f) Standards requiring file documentation be complete and up-to-date. g) Standards requiring timely and appropriate claim resolution practices. h) Standards requiring opportunities for recoveries be reviewed and documented for each claim. 2 Professional Services Contract Between City of Yakima and Intermountain Claims, Inc. i) Standards requiring compliance with Internal Revenue Service (IRS) rules for 1099MISC regulations, and all other applicable government regulations. j) Standards requiring claims files be audited on the following categories: Staffing, caseloads, supervision, diary, coverage, reserves, promptness of contacts, field investigations, file documentation, settlements, litigation management and subrogation. 1.3 Contractor shall provide the services and staff described in the text of the Professional Services Contract, including the services described in Attachment A entitled "Pricing Schedule", which is incorporated herein by this reference. The Professional Services Contract and Attachment A are referred to herein as the "Contract." The Contract specifies the working relationship between the City and the Contractor, and specific obligations of both parties. 1.4 The parties acknowledge that there are no other representations, agreements, or conditions not specifically referred to or set forth in the foregoing documents which are a part of this Contract. 1.5 Except as otherwise specifically provided in this Contract, Contractor shall furnish the following, all as the same may be required to perform the services described in this Contract, including Attachment A to the Contract: personnel, labor and supervision; and technical, professional and other services. All such services, property and other items furnished or required to be furnished, together with all other obligations performed or required to be performed, by Contractor under this Contract are sometimes collectively referred to in this Contract as the "Services." 1.6 All provisions of this Contract are intended to be complementary, and any Services required by one and not mentioned in another shall be performed to the same extent as though required by all. Details of the Services that are necessary to carry out the intent of this Contract, but that are not expressly required, shall be performed by Contractor as part of the Services referred to in this Contract. Section 2. Period of Performance 2.1 The period of performance under this Contract will be three (3) years, commencing on December 1, 2019, and continuing through November 30, 2022. An additional extension of two (2) years may be offered, at the option of the City, making the total contract term five (5) years, to November 30, 2024. In the event the City elects to extend the Contract for an additional two-year (2 -year) term, the City shall provide written notice to the Contractor at least ninety (90) days prior to the end of the initial three-year (3 -year) Contract period, or on or before August 31, 2022. The three-year term of the Contract is subject to an option to extend for an additional two (2) years if the City and Contractor can 3 Professional Services Contract Between City of Yakima and Intermountain Claims, Inc. reach a mutually satisfactory agreement on the value of the services for the additional two- year (2 -year) period. Section 3. Compensation 3.1 As full compensation for satisfactory performance of the Services, City shall pay Contractor as described in Attachment A on the Pricing Schedule. At the end of this term, the parties may extend this Contract under terms and conditions then agreed. The three- year term of the Contract is subject to an option to extend for an additional two (2) years if the City and Contractor can reach a mutually satisfactory agreement on the value of the services for the additional two-year (2 -year) period and as provided in Section 2.1 above. 3.3 City of Yakima shall pay each of Contractor's invoices within thirty (30) days after the City's receipt and verification thereof; provided, however, that all such payments are expressly conditioned upon Contractor providing services hereunder that is satisfactory to the City. 3.4 Any additional service(s) provided by the Contractor which are to be paid by the City must have prior written approval of the City. Section 4. Performance by Contractor 4.1 Delegation of Professional Services. The services provided for herein shall be performed by Contractor, and no person other than regular associates or employees of Contractor shall be engaged on such work or services. Contractor shall not (by contract, operation of law or otherwise) delegate or subcontract performance of any Services to any other person or entity without the prior written consent of the City. Any such delegation or subcontracting without the City's prior written consent shall be voidable at the City's option. No delegation of subcontracting of performance of any of the Services, with or without the City's prior written consent, shall relieve Contractor of its responsibility to perform the Services in accordance with this Contract. Contractor shall be fully responsible for the performance, acts and omissions of Contractor's employees, Contractor's subcontractors, and any other person who performs or furnishes any Services (collectively, the "Support"). 4.2 Contractor shall at all times be an independent contractor and not an agent or representative of the City with regard to performance of the Services. Contractor shall not represent that it is, nor hold itself out as, an agent or representative of the City. In no event shall Contractor be authorized to enter into any agreement or undertaking for or on behalf of the City. 4.3 Contractor shall perform the Services in a timely manner and in accordance with the standards of the profession. At the time of performance, Contractor shall be properly licensed, equipped, organized, and financed to perform the Services in accordance with 4 Professional Services Contract Between City of Yakima and Intermountain Claims, Inc. this Contract. Subject to compliance with the requirements of this Contract, Contractor shall perform the Services in accordance with its own methods. 4.4 Contractor shall take all reasonable precautions to protect against any bodily injury (including death) or property damage that may occur in connection with the Services. Section 5. Compliance with Laws 5.1 Contractor shall comply with all applicable laws, ordinances, rules, regulations, orders, licenses, permits, and other requirements, now in effect, of any governmental authority (including, but not limited to, such requirements as may be imposed upon the City and applicable to the Services). Contractor shall furnish such documents as may be required to effect or evidence such compliance. All laws, ordinances, rules and orders required to be incorporated in agreements of this character are incorporated in this Contract by this reference. Section 6. Taxes and Assessments 6.1 Contractor shall be solely responsible for and shall pay all taxes, deductions, and assessments, including but not limited to federal income tax, FICA, social security tax, assessments for unemployment and industrial injury insurance, and other deductions from Contractor's employees' income which may be required by law or assessed against either party as a result of this Contract. In the event the City is assessed a tax or assessment for Contractors' employees as a result of this Contract, Contractor shall pay the same before it becomes due. Section 7. Nondiscrimination Provision 7.1 During the performance of this Contract, Contractor shall not discriminate in violation of any applicable federal, state and/or local law or regulation on the basis of race, age, color, sex, religion, national origin, creed, marital status, disability, honorably discharged veteran or military status, pregnancy, sexual orientation, political affiliation, or the presence of any sensory, mental or physical handicap, and any other classification protected under federal, state, or local law. This provision shall include but not be limited to the following: employment, upgrading, demotion, transfer, recruitment, advertising, layoff or teimination, rates of pay or other forms of compensation, selection for training, and the provision of Services under this Contract. Section 8. Records 8.1 Contractor will keep accurate records and books for all work provided under this agreement with the City. The records of Contractor relating to the services pursuant to the contract shall, at all times, be subject to inspection by the City. Contractor shall promptly furnish the City with such information and records which are related to the services as may be 5 Professional Services Contract Between City of Yakima and Intermountain Claims, Inc. requested by the City. At the City's request and at the City's cost, Contractor will permit the city to inspect, audit and copy all pertinent books and records of Contractor related to the work performed for and charged to the City, at any and all times deemed necessary by the City. 8.2 Until the expiration of six years after final payment of the compensation payable for the engagement, or for a longer period if required by the Washington State Local Government Common Records Retention Schedule ("CORE") of the Office of the Secretary of State, Washington State Archives, Contractor shall retain and provide the City access to (and the City shall have the right to examine, audit and copy) Contractor's documents, papers and records which are related to the services performed by Contractor. Section 9. Confidentiality of Information This Contract provides for the confidentiality of the City's claims information, program data and other intellectual property of the program developed or shared during the course of the Agreement, subject to the requirements of the law. The TPA shall not, without the prior written consent of the City, disclose to third parties, other than insurance companies or brokers of record for insurance coverage placement purposes, claims information, claims data and any other confidential information received in connection with the services pursuant to this Agreement unless: 9.1 information is known to the TPA prior to receiving the same directly or indirectly in connection with the services; or 9.2 information is in the public domain at the time of disclosure by the TPA; or 9.3 information is received by the TPA from a third party who does not have an obligation to keep the same confidential; or 9.4 information is provided to an auditor as required by law or who has been retained by the City; or 9.5 information is required to be produced pursuant to a Washington Public Records Act request, a subpoena authorized by law, or a court order. The TPA shall give to the City notice of any judicial proceeding seeking disclosure of such information; or 9.6 information is required to be produced by federal or state law. Section 10. Indemnification and Hold Harmless 10.1 Contractor agrees to protect, defend, indemnify, and hold harmless the City of Yakima, its elected and appointed officials, officers, employees and agents from any and all claims, demands, losses, liens, liabilities, penalties, fines, lawsuits, and other proceedings and all 6 Professional Services Contract Between City of Yakima and Intermountain Claims, Inc. judgments, awards, costs and expenses, including reasonable attorneys' fees and disbursements, which result or arise out of the negligent acts or omissions, if any, of the Contractor, its officers, officials, employees, agents, and/or subcontractors in connection with the performance or non-performance of this Contract. 10.2 The City agrees to protect, defend, indemnify, and hold harmless the Contractor from any and all claims, demands, losses, liens, liabilities, penalties, fines, lawsuits, and other proceedings and all judgments, awards, costs and expenses, including reasonable attorneys' fees and disbursements, which result or arise out of the negligent acts or omissions, if any, of the City, its officers, officials, employees, agents, and/or subcontractors in connection with this Contract. 10.3 In the event the City provides to the Contractor specific instructions for handling the City's claims, such instructions will comply with relevant state laws and regulations. The City will indemnify and hold harmless the Contractor with respect to damages, judgments, fines, penalties, fees, and liability or bad faith claims incurred solely as a result of Contractor's utilization of the City's instructions that do not comply with relevant state laws, rules or regulations. 10.4 Nothing contained in this Section or this Contract shall be construed to create a liability or a right of indemnification in any third party. Section 11. Insurance Provided by Contractor At all times during performance of the Services, the Contractor shall secure and maintain in effect insurance to protect the City and the Contractor from and against all claims, damages, losses, and expenses arising out of or resulting from the performance of this Contract. Contractor shall provide and maintain in force insurance in limits no less than that stated below, as applicable. The City reserves the right to require higher insurance limits should it deem it necessary in the best interest of the public. If in the future the City requires higher limits of insurance in Section 11 which result in a significant insurance premium increase to Contractor, an equitable adjustment in the compensation under this Contract shall be negotiated to reflect such increase, and this Contract shall be modified in writing with an amendment to reflect an increase to Contractor's compensation. 11.2 Commercial Liability Insurance. Before this Contract is fully executed by the parties, Contractor shall provide the City with a certificate of insurance as proof of commercial liability insurance with a minimum liability limit of Five Million Dollars ($5,000,000.00) per occurrence combined single limit bodily injury and property damage, and Five Million Dollars ($5,000,000.00) general aggregate. This insurance requirement can be satisfied with a combination of commercial general liability insurance and excess or umbrella liability insurance coverage. If Contractor carries higher coverage limits, such limits shall be shown on the Certificate of Insurance and Endorsements and the City of Yakima, its elected and appointed officials, officers, agents, and employees shall be named as 7 Professional Services Contract Between City of Yakima and Intermountain Claims, Inc. additional insureds for such higher limits. The certificate shall clearly state who the provider is, the coverage amount, the policy number, and when the policy and provisions provided are in effect. Said policy shall be in effect for the duration of this Contract. The policy and Endorsements shall name the City of Yakima, its elected and appointed officials, officers, agents, and employees as additional insureds, and shall contain a clause that the insurer will not cancel or change the insurance without first giving the City fifteen (15) calendar days prior written notice. The insurance shall be with an insurance company or companies rated A -VII or higher in Best's Guide and admitted in the State of Washington. 11.3 Commercial Automobile Liability Insurance, Before this Contract is fully executed by the parties, Contractor shall provide the City with a certificate of insurance as proof of commercial automobile liability insurance with a minimum liability limit of Five Million Dollars ($5,000,000.00) per occurrence combined single limit bodily injury and property damage. This insurance requirement can be satisfied with a combination of automobile liability insurance and excess or umbrella liability insurance coverage. If Contractor carries higher coverage limits, such limits shall be shown on the Certificate of Insurance and Endorsements and the City of Yakima, its elected and appointed officials, officers, agents, and employees shall be named as additional insureds for such higher limits. Automobile liability will apply to "Any Auto" and be shown on the certificate. The certificate shall clearly state who the provider is, the coverage amount, the policy number, and when the policy and provisions provided are in effect. Said policy shall be in effect for the duration of this Contract. The policy and Endorsements shall name the City of Yakima, its elected and appointed officials, officers, agents, and employees as additional insureds, and shall contain a clause that the insurer will not cancel or change the insurance without first giving the City fifteen (15) calendar days prior written notice. The insurance shall be with an insurance company or companies rated A -VII or higher in Best's Guide and admitted in the State of Washington. 11.4 Professional Liability Insurance. Before this Contract is fully executed by the parties, Contractor shall provide the City with a certificate of insurance as evidence of Professional Errors and Omissions Liability Insurance with coverage of at least Five Million Dollars ($5,000,000.00) per occurrence and an annual aggregate limit of at least Five Million Dollars ($5,000,000.00). If Contractor carries higher coverage limits, such limits shall be shown on the Certificate of Insurance and Endorsements. The certificate shall clearly state who the provider is, the amount of coverage, the policy number, and when the policy and provisions provided are in effect. It is understood and agreed that the Contractor is part of a risk pool for errors and omissions coverage and excess coverage is provided through Swiss Reinsurance The insurance shall be with an insurance company rated A -VII or higher in Best's Guide. If the policy is on a claims made basis, the retroactive date of the insurance policy shall be on or before the inception date of the Contract, or shall provide full prior acts. The insurance coverage shall remain in effect during the term of this Contract and for a minimum of three (3) years following the termination of this Contract. 8 Professional Services Contract Between City of Yakima and Intermountain Claims, Inc. 11.5 Cyber Liability with Privacy Injury & Network Security Insurance. Before this Contract is fully executed by the parties, Contractor shall provide the City with a certificate of insurance as proof of Cyber Liability with Privacy Injury & Network Security Insurance with coverage of at least Three Million Dollars ($3,000,000.00). If Contractor carries higher coverage limits, such limits shall be shown on the Certificate of Insurance and Endorsements. The certificate shall clearly state who the provider is, the amount of coverage, the policy number, and when the policy and provisions provided are in effect. The insurance coverage shall remain in effect for the duration of this Contract. Section 12. SCHIP Mandatory Insurer Reporting 12.1 Under the conditions set forth below, the Contractor will provide Client Mandatory Insurer Reporting pursuant to the requirements imposed by the Medicare, Medicaid, and the State Children's Health Insurance Program (SCHIP) Extension Act of 2007. The Contractor contracts with ExamWorks Clinical Solutions, LLC (referred to in this Contract as "ExamWorks"), which is a company that represents that it provides Medicare compliance services, including Workers' Compensation and Liability Medicare Set -Asides, Lien/Conditional Payment Resolution and related services, and which will perform the duties of the Reporting Agent and Account Manager on behalf of the City. The contract with ExamWorks requires the Contractor to provide specific detailed claims information to ExamWorks as is required by SCHIP. In turn, ExamWorks will comply with the SCHIP Mandatory Insurer Reporting requirements in accordance with their contract with the Contractor. 12.2 In order for Intermountain to provide SCHIP Mandatory Insurer Reporting services and to ensure reporting compliance the City agrees to the following conditions: 1) fulfill its necessary obligations as a Responsible Reporting Entity (RRE); 2) determine its reporting structure and register on the Coordination of Benefits Secure Website (COBSW), obtaining the necessary RRE-ID(s) relevant to the claims that are handled by the Contractor; 3) name ExamWorks as the Registered Agent and the Account Manager for the relevant RRE-ID(s); 4) ensure that all reportable claims have been submitted to the Contractor and are entered in Contractor's electronic claims management system; 5) fully cooperate with the Contractor and ExamWorks to provide or collect any claim information or other necessary data to ensure that the reporting is proper, correct and timely; 6) communicate to the Contractor any changes in the City's RRE Reporting profile information, including contact changes or termination notices, or any other changes that may affect the Contractor or ExamWorks' ability to accurately report on behalf of the City. 12.3 Contractor and ExamWorks will not be responsible for any fines or penalties incurred which are caused by the City's action or inaction, including but not limited to: 1) any claims that have not been previously reported by the City to the Contractor and are not entered in the Contractor's electronic claims management system; 2) missing claims information that is or has been requested by the Contractor which is not provided by the City in a timely fashion to ensure compliant reporting; or 3) claims information or data supplied to the 9 Professional Services Contract Between City of Yakima and Intermountain Claims, Inc. Contractor by the City that is invalid or in error; 4) for any claims that become reportable due to a payment issued directly by the City and not issued by the Contractor. Section 13. Changes 13.1 The City may, at any time by written notice thereof to Contractor, make changes in the Services within the general scope of this Contract (including, but not limited to, additions to or deletions from any Services, suspension of performance and changes and location of performance). 13.2 If any change under paragraph 13.1 causes a significant increase or decrease in the cost of the time required for performance of the Services, an equitable adjustment in the compensation and schedules under this Contract shall be negotiated to reflect such increase or decrease, and this Contract shall be modified in writing accordingly by an amendment to the Contract in Attachment A, the Pricing Schedule. Such equitable adjustment shall constitute full compensation to Contractor for such change. If any change under paragraph 13.1 results in a decrease in the Services to be performed, Contractor shall not be entitled to anticipated profit on Services not performed and the loss of anticipated profit shall not reduce the decrease in compensation under this Contract resulting from such exchange. Further, Contractor shall not be entitled to any reallocation of cost, profit or overhead. 13.3 Notwithstanding any dispute or delay in arriving at a mutually acceptable equitable adjustment under paragraph 13.2, Contractor shall immediately proceed with performance of the Services as changed pursuant to paragraph 13.1. If Contractor intends to assert a claim for equitable adjustment under paragraph 13.2, Contractor must, within sixty (60) days after Contractor's receipt of any notice under paragraph 13.1 that does not set forth an acceptable adjustment, submit to the City a written statement of the basis and nature of the adjustment claimed. Contractor shall not be entitled to any adjustment unless such written statement is submitted by Contractor to the City within the applicable period. If such timely written statement is submitted by Contractor to the City, the City must, within thirty (30) days after receipt of Contractor's request for an equitable adjustment, respond in writing to the request. If the amount of an equitable adjustment cannot be agreed upon by the parties, either party has the right to terminate the Contract pursuant to Section 14 entitled "Termination" in the Contract. Section 14. Termination 14.1 The City may, by giving the Contractor sixty (60) calendar days written notice of termination, terminate this Contract as to all or any portion of the Services not then performed, whether or not Contractor is in breach or default, and with or without cause. Upon receipt of any such notice of termination, Contractor shall, except as otherwise directed by the City, immediately stop performance of the Services to the extent specified in such notice. Contractor shall have the same termination rights as the City in Section 14. 10 Professional Services Contract Between City of Yakima and Intermountain Claims, Inc. 14.2 In the event of telinination pursuant to paragraph 14.1, an equitable adjustment shall be made in the compensation payable to Contractor under this Contract, provided that such compensation as so adjusted shall in no event exceed a percentage of the total compensation otherwise payable under this Contract equal to the percentage of the Services satisfactorily completed at the time of termination. Further, Contractor shall not be entitled to any reallocation of cost, profit or overhead. Contractor shall not in any event be entitled to anticipated profit on Services not performed on account of such termination. Contractor shall use its best efforts to minimize the compensation payable under this Contract in the event of such termination. 14.3 If the City purports to terminate or cancel all or any part of this Contract for Contractor's breach or default when Contractor is not in breach or default which would permit such termination or cancellation, such termination or cancellation shall be deemed to have been a termination by the City pursuant to paragraph 14.1 and the rights of the parties shall be determined accordingly Section 15. Miscellaneous 15.1 Assignment. This Contract, or any interest herein, or claim hereunder, shall not be assigned or transferred in whole or in part by Contractor to any other person or entity without the prior written consent of the City. In the event that such prior written consent to an assignment is granted, then the assignee shall assume all duties, obligations, and liabilities of Contractor stated herein. 15.2 No Conflict of Interest. Contractor represents that it or its employees do not have any interest and shall not hereafter acquire any interest, direct or indirect, which would conflict in any manner or degree with the performance of this Contract. Contractor further covenants that it will not hire anyone or any entity having such a conflict of interest during the performance of this Contract. 15.3 No Insurance. It is understood that the City does not maintain liability insurance for Contractor and/or its employees. 15.4 Severability. If any portion of this Contract is changed per mutual agreement or any portion is held invalid, the remainder of the Contract shall remain in full force and effect. 15.5 Integration. This written document constitutes the entire agreement between the City and Contractor. There are no other oral or written Contracts between the parties as to the subjects covered herein. No changes or additions to this Contract shall be valid or binding upon either party unless such change or addition be in writing and executed by both parties. 15.6 Notices. Unless stated otherwise herein, all notices and demands shall be in writing and sent or hand delivered to the parties to their addresses as follows: 11 Professional Services Contract Between City of Yakima and Intermountain Claims, Inc. TO CITY: Finance & Budget Director AND TO: City of Yakima Finance Department City Hall — First Floor 129 North Second Street Yakima, WA 98901 TO CONTRACTOR: Mark Ingersoll, President Intermountain Claims, Inc. 1543 E. 3300 South Salt Lake City, Utah 84106 City Attorney City of Yakima Legal Department 200 South Third Street Yakima, WA 98901 or to such other addresses as the parties may hereafter designate in writing. Notices and/or demands shall be sent by registered or certified mail, postage prepaid, or hand delivered. Such notices shall be deemed effective when hand delivered at the addresses specified above, or three (3) days after the date of mailing to the addresses specified above. 15.7 Governing Law. This Contract shall be governed by and construed in accordance with the laws of the State of Washington. 15.8 Venue. The venue for any action to enforce or interpret this Contract shall lie in the Superior Court of Washington for Yakima County, Washington. CITY OF YAKIMA By INTE OUNTAIN CLAIMS, INC. Alex M yerhoff, I Date: int Ci Manager Mark nge soli, President Date: ATTEST: Byt ).‘ &Is; Clerk City Contract No. 2020- OW Professional Services Contract Between City of Yakima and Intermountain Claims, Inc. 12 STATE OF UTAH ) ss. COUNTY OF SALT LAKE I hereby certify that I know or have satisfactory evidence that Mark Ingersoll is the person who appeared before me, and said person acknowledged that he signed this instrument, and on oath stated that he was authorized to execute the instrument and acknowledged it as the President of Intermountain Claims, Inc. to be the free and voluntary act of such party for the uses and purposes mentioned in the instrument. DATED this 1,5 day of April, 2020. Notary Public JULIE ANDERSON MOORE COMMISSION NUMBER 6985771 My Callon Expires Jarwary 22, 2022 OF T MOM WM. *MO 4.466.0.4, BOHM Nagi. on! Professional Services Contract Between City of Yakima and Intermountain Claims, Inc. tittandillA FY) Prin Name:titiv.40(1-6/3twi Prole, NOTARY PUBLIC in and for the State of Utah, residing at —5 4/2 My appointment expires. 13 ATTACHMENT A TO PROFESSIONAL SERVICES CONTRACT FOR THIRD PARTY ADMINISTRATION SERVICES ON CLAIMS PRICING SCHEDULE In addition to the services provided by the Third Party Administrator, Intermountain Claims, Inc., in Section 1 of the Contract, services at the listed fees include the following as described in this Attachment A, the Pricing Schedule, which is incorporated by reference into the Professional Services Contract. Intermountain Claims, Inc. (referred to as "Intermountain") will bill the City of Yakima (referred to as the "City") on a monthly basis a flat fee per claim of $675 for each new claim filed in the prior thirty days. Intermountain will charge the flat fee of $675.00 for any type of claim filed. An occurrence may involve multiple third -party individuals making a claim. Each individual claim file where the incident or occurrence has up to six claimants will be subject to the flat rate fee, except for a situation involving seven or more claimants as described below in the following paragraph. Claims where the incident or occurrence has up to six claimants that remain open after 2 years will be billed at a rate of $350.00 per year. In an incident or occurrence which involves seven or more claimants, Intermountain will charge one flat fee of $675 for the incident or occurrence, and then will bill the City based on time and expenses rather than a flat fee for each claim, with the hourly rate and expenses billed as described in this Attachment A, the Pricing Schedule. In addition to the base fee, each fee is identified and itemized that is charged in addition to the base fee above is listed in the pricing table below. 1 Included Services Fee per claim (base fee) Third Party Claims Administration. This includes set up and handling of all new claims received as well as the previously incurred claims. Cost $675.00 per claim Notes The per claim fee shall be charged for each new claim received. The fixed per claim fee includes the costs of handling the existing open run-in claims, as well as the new claims received during the term of the Agreement. It does not include the Outside of Office Activities listed below. Claims open over two years shall be billed at an additional $350 per year or any part thereof. (However, if an incident or occurrence involves more than six claims, refer to the fourth paragraph at the top of page 1 of the Pricing Schedule.) Included Account Management Outside Activity (any activity not addressed elsewhere in the pricing schedule) Included Time & Expense: All- inclusive rate of $98.00 per hour, plus mileage. Based on time incurred. Mileage incurred per claim will be billed at the Internal Revenue Service ("IRS) mileage rate at the time of the travel (referred to as the "IRS mileage rate"). Property Damage Appraisal. (City requested appraisal only. Property appraisal to include necessary photographs to sufficiently document damage incurred, file set up, mileage, and all office/clerical charges) Time & Expense: All-inclusive rate of $98.00 per hour, plus mileage. 2 Based on time incurred. Mileage incurred per claim will be billed at the IRS mileage rate. Included Services Vehicle Damage Appraisal. (City requested appraisal only. Vehicles contained in Audatex database or similar, photographs, file set up, mileage, and all office/clerical charges) Incident Investigation and Reporting. (Non -claims investigation and written report within 14 days of assignment) Emergency Investigation callouts after normal business hours and on weekends. (Emergency contact process is described in the Notes column) Claim Index fee Records Retention/File Storage Cost $125.00 Flat Fee Time & Expense: All-inclusive rate of $98.00 per hour. Time and Expense at all- inclusive rate of $98.00 per hour during regular business hours and $147 per hour after normal business hours. Notes Mileage over 20 miles billed at the IRS mileage rate and $98.00 hour drive time. Appraiser time at $98.00 per hour for activity above the appraisal. Expenses incurred for total loss evaluation by ADP or other vendors at prevailing vendor rate. Based on time incurred. Based on time incurred. City may contact account manager or lead adjuster if account manager is unavailable. Email, cell phone or text messaging is available. Alternatively, calls to Intermountain office after hours' line will be routed to an on-call adjuster. $50.00 per indexed search. Included In -House Subrogation Investigation Included 3 Index performed on bodily injury claims, as needed. Intermountain charges the client 25% of any recovery in a complex matter, if preapproved by City. In a routine matter, services are billed at $98.00 per hour. Included Services Access to TPA RMIS system Third Party Administrator (TPA) Risk Management Information Systems (RMIS) Cost 2 users included at no additional charge Data transfer to City RMIS system (daily) to include pertinent file notes, if requested Risk Management Information Systems (RMIS) Integration with City RMIS system Surveillance Services RMIS and Report Training/ Information Assistance Excess Carrier Reporting $200.00 per month Notes Additional users will be charged at $500.00 per user per year. The initial set up fee as invoiced by RMIS vendor. Billed at prevailing vendor hourly rate Included if provided in- house Flat fee. Includes one each incoming and outgoing data files per day. Paid as an allocated expense on the claim file. If RMIS developer assistance required billed at $225 per hour. Included Monthly Reports to include Loss Run Quarterly closed claims reports Claim Reviews (by phone) Translation Services for LEP Claimants. Limited English Proficiency (LEP) Included Included Quarterly by phone included. If Bi -Weekly is requested: $350.00 As incurred. Billed at the prevailing vendor hourly rate. 4 Quarterly claim reviews included. Additional claim reviews are available, if requested, and are billed at $350.00 each. Paid as an allocated claim expense on the claim file. Included Services Section III Mandatory Insurer Reporting RRE registration Responsible Reporting Entity (RRE) Cost Included Notes Included if the City is using the same RRE number for liability claims as is used for the City of Yakima workers' compensation program. If the City elects to obtain an additional RRE number for liability claims, the City will be responsible for costs incurred related to that new RRE number. MMSEA Reporting Medicare, Medicaid, and State Children's Health Insurance Program (SCHIP) Extension Act of 2007 (MMSEA) ExamWorks filing of Medicare Secondary Payer Conditional Payment Appeals/Disputes, Preparation of LMSA Allocation/Conditional Payment Research Included As incurred Intermountain will provide Mandatory Insurer Reporting pursuant to the requirements Section 111 of the MMSEA/SCHIP Extension Act of 2007. Intermountain will process Medicare Secondary Payer Recovery Claim Dispute/ Appeals on behalf of City of Yakima. Paid off the claim file as an allocated expense Ad Hoc Reporting and Programming Billed to the City of Costs Yakima at the prevailing cost to Intermountain "Ad Hoc" (currently $225.00 per hour). Report not in current production, which is created from start upon request 5 Intermountain Claims can create a variety of ad-hoc reports which typically meet the client's reporting needs. However, if Intermountain is required to utilize the system developer to create special reports or special programming to meet the City's reporting needs, the service will be charged at $225.00 per hour. included Services Any other services and expenses not listed above but are provided by TPA and may be of value to the City of Yakima program: After Hours • Expert Witness and Court Appearance • Mediation Cost $147.00 per hour $175.00 per hour $125.00 per hour 6 AMENDMENT NO. 1 TO CITY OF YAKIMA CONTRACT NO. 2020-068 WHEREAS, Intermountain Claims, Inc. ("Intermountain") and the City of Yakima ("City") entered into City of Yakima Contract No. 2020-068 for Third-Party Administration Services on Claims ("Agreement") on April 13, 2020; and WHEREAS, the Section 2.1 of the Agreement gives the City the option to extend the term of the Agreement for an additional two-year period through November 30, 2024 subject to agreement between the parties on the value of services for the additional period; and WHEREAS, the City has elected to exercise its option to extend the contract and the parties have agreed on the value of services; THEREFORE, the Agreement shall be extended for an additional two years, through November 30, 2024, subject to all the terms contained therein, with the exception of ATTACHMENT A to the Agreement, containing the pricing schedule, which is amended as follows: 1. The referenced per claim amount of$675 is increased to $715, and the referenced open claim amount of$350 is increased to $375; 2. The rates referenced in the pricing table of ATTACHMENT A shall be replaced with the rates referenced in the "Billing Schedule" and "Auto & Heavy Equipment Per Vehicle Rate Sheet" attached to this Amendment and incorporated herein by reference. This amendment shall become effective once authorized signatories of both Intermountain and the City of Yakima have signed this Amendment. CITY OF YAKIMA INTERMOUNTAIN By:��G ' `t y By: * Aft City Manager Title .. 7 1 Date: 142 l ' O Date: - k' 2_022-- ATTEST: \OP" * . 1�1 �wj-�r i 1' . " •.:40ii CITY CONTRACT NO.:2GU^OI,nS'C er i- Sonya Cla-r Tee, City Ie • S •'� INTERMOUNTAIN AUTO & HEAVY EQUIPMENT ® PER VEHICLE RATE SHEET v. July 1, ,2022 Page 1 of 2 AUTOMOBILE APPRAISAL Service Price Method Standard Auto Appraisal Includes 20 miles free, photos, repair estimate, and 130.00 Flat Fee administrative services.Applies only to vehicles included in the "CCC"database. All others invoiced at Time& Expense Rates below. Additional Mileage 0.69 Per Mile Additional Drive Time after first 20 miles 89.00 Per Hour TIME & EXPENSE RATES/ADDITIONAL SERVICES ADJUSTER Service Price Method Standard &Specialty Vehicle Adjuster Rate * 89.00 Per Hour Heavy Equipment Adjuster Rate * 96.00 Per Hour Supplemental Inspection (When necessary to document hidden damages.) 75.00 Flat Fee Mileage .69 Per Mile Photos(Maximum Charge $20.00) 1.00 Per Photo *Adjuster rates apply to phone&drive time(using Google Maps). ADMINISTRATIVE Initial File Set Up Clerical 54.00 Flat Fee Initial File Set-Up Phone Time 10.00 Flat Fee Additional Administrative 54.00 Per Hour Postage Handling (in addition to postage cost) .50 Per Parcel Long Distance Charges where applicable 1.00 .1 Hour TOTAL LOSS CONSIDERATIONS Condition Report 15.00 Flat Fee Actual Cash Value Report 20.00 Flat Fee "CCC"Valuation for ACV (Using ICI Account) See Fee Schedule Below Non "CCC"Valuation for HE/Specialty Vehicles Adj Rate Per Hour Diminished Value Evaluation Adj Rate Per Hour 3 Salvage Bids—Standard Vehicles Only. All others @ T& E. 25.00 Flat Fee Salvage Handling (T& E—Standard or HE Adjuster Rate where applicable) Adj Rate Per Hour PPV Branded Title 75.00 Flat Fee Submit claims to: claims@intermountainclaims.com 1.800.349.0373 Property &Casualty I Workers' Compensation I Specialty Services EIN#82-0360635 AtAkINTERMOUNTAIN AUTO & HEAVY EQUIPMENT PER VEHICLE RATE SHEET v. July 1, ,2022 Page 2 of 2 CCC VALUATION (Provided using Intermountain Claims' Account. Adjuster Rate for time obtaining, not included.) VALUATION TYPES Private Passenger Vehicle (PPV) 44.50 Flat Fee Commercial & Recreational Vehicles (CRV) Motorcycles 40.00 Flat Fee Personal Watercraft and Snowmobiles 50.00 Flat Fee Specialty Automobiles &Vehicles 125.00 Flat Fee Conversion Vans 125.00 Flat Fee Trailers&Travel Trailers 25.00 Flat Fee Large Trucks, Tractors, RV's, Construction Equipment Farm Machinery, etc. 125.00 Flat Fee Manufactured Housing(Modular Homes) 200.00 Flat Fee Boats—up to 30 feet 125.00 Flat Fee Boats—30—65 feet 200.00 Flat Fee Branded Title 75.00 Flat Fee ADDITIONAL VALUATION SERVICE FEES Telephone or Facsimile Submittal and Retrieval 2.50 Flat Fee Settlement Tracking Report System 1.50 Flat Fee Guidebook Reference Amount 1.50 Flat Fee External Title Data 1.00 Flat Fee Submit claims to: claims@intermountainclaims.com 1.800.349.0373 Property&Casualty I Workers' Compensation I Specialty Services EIN#82-0360635 .: INTERMOUNTAIN BILLING SCHEDULE ♦ v July 1,2022 ADJUSTER RATES Service Adjuster Price Per Hour* All-Inclusive** Workers' Compensation Examiner 89.00 106.00 Nurse Case Manager 102.00 124.00 Property Adjuster 89.00 106.00 Large Loss Adjuster 111.00 134.00 Liability Adjuster 89.00 111.00 Construction Defect 111.00 134.00 Cargo 96.00 115.00 Origin &Cause Investigations 178.00 211.00 Origin &Cause Deposition/Trial Testimony*** 227.00 271.00 Mediation/Appraisal Clause 135.00 Expert Witness 190.00 Auto& Heavy Equipment See Auto Rate Sheet * After hours emergency call out;1.5X the applied hourly rate. ** All-Inclusive rate includes file set up, administrative charges, and phone. Drive time and mileage will be charged at adjuster rate. *** Deposition/Testimony:minimum%day(4 hours)charge plus expenses. Exceeding four hours is a full day(8 hours) charge plus expenses. ADDITIONAL CHARGES ADJUSTER Service Price Method Minimum Mileage Charge (up to 20 miles) 13.80 Flat Fee Mileage (greater than 20 miles) .69 Per Mile Drive Time (via Google Maps) Adjuster Rate Per Hour Phone Time Adjuster Rate Per Hour Photos(Maximum Charge $20.00) 1.00 Per Photo ADMINISTRATIVE Initial File Set Up Clerical 54.00 Flat Fee Initial File Set-Up Phone Time 10.00 Flat Fee Additional Administrative 54.00 Per Hour Photocopies (first 25 free) .25 Per Page Postage Handling(in addition to postage cost) 1.00 Per Parcel Long Distance Charges where applicable 1.00 Per Tenth Hour EVIDENCE RETENTION Small Storage 40.00 Monthly Large Storage 55.00 Monthly Submit claims to: claims@intermountainclaims.com 1.800,349.0373 Property & Casualty I Workers' Compensation I Specialty Services EIN#82-0360635 AMENDMENT NO. 2 TO CITY OF YAKIMA CONTRACT NO. 2020-068 WHEREAS, Intermountain Claims, Inc. ("Intermountain") and the City of Yakima ("City") entered into City of Yakima Contract No. 2020-068 for Third-Party Administration Services on Claims ("Agreement") on April 13, 2020; and WHEREAS, the parties intend to extend the Agreement for an additional two-year term; THEREFORE, the Agreement is amended as follows: 1. Section 2.1 of the Agreement is stricken and replaced with: The period of performance under this Contract will be two years, commencing on December 1, 2024, and continuing through November 30, 2026. 2. The current per claim compensation of$715 is increased to $750, and the current open claim compensation of$375 is increased to $400; 3. The rates referenced in the pricing table of ATTACHMENT A to the original Agreement and in any prior amendments to the Agreement shall be replaced with the rates referenced in the"Billing Schedule" and "Auto & Heavy Equipment Per Vehicle Rate Sheet" dated Feb. 1, 2024, attached to this Amendment and incorporated herein by reference. This amendment shall become effective once authorized signatories of both Intermountain and the City of Yakima have signed this Amendment. CITY OF YAKI A INTERMOUNTAIN By: By: ity Manager Title: Vic sident o roperty & Casualty Date: ND V • ('? -1-1' Date: November 21, 2024 p,KIMA " ATTEST: 1�vo * : SEAL15 n .� _L�/� 11 •.w'`���� % CITY CONTRACT NO v'� R. alinda Ibarra, City Clerk .1%%‘,SHING