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HomeMy WebLinkAboutContract 44704 nir 6e„ cffy ,. CMTRACT No., S"I"AWE OF TEXAS COUNTIFiS OF TARRANT § DENTON, ViUkKER AND § WISE "I"HIS AGREEMENT is made and executed by and between the City of Fora Worth, Texas, i p r.l corp o ration situated in Tarrant, Denton, Parker and Wise Cootmties, Texas, hereinafter called the N`C y tf acti ng herein by d thro Ligh Fernando Costa, its duly authorized Assistant City Manager, wid Southern. Specialized Risk Options, LLC hereinafter called the "Consultant,," acting herein by and through Steven E. Haynes its duly authorized Owner/Manager WHEREAS, the City desires to improve its various safety progr ins; and WHEREAS, the City desires to lire a professional fin knowledgea i1e and e penenced in performing,such services, d NMEREAS the ConsLilMta►t has represented that it is knowledgeable and experienced in performing such services. NGW, THEREFORE, that Fir and in c onsicier .tion o the mutual covenwits and agreements herein contained,tamed, the parties hereto do hereby covenant and agree as follows- SECTIONI.. DE FTI1S thi tract,the following words and phrases shall be defined as follows: Citv's Representative means, the Director of the Water Department or his designee. Contract Documents means this contract and all other attachments. Deli er b�le Document nvans a report, photograph, electronic file, or an invoice that shows the completion of one of the work tasks and/or suhtasl s. Electrc rtic files shall be in Word, Excel, �.lt � 1d, r sirnilar software e and shall he provided as requested by the City. Notice to Proceed me ris the letter issued by the City that authorizes Consultant to begin avork. It also autlio*zes future invoices to he paid. The City hereby contnac:ts with the Coiisultant as are independent consultant, and the Consultant hereby agrees to perform the professional services set out herein in accordance with standard a lity rate-setting practices ad policies. SECTION 2. OFFICIAL RECORD! r,ilry SECRETARY FT*WORTM9 TX qqjvEn AUC, S",CO3P"E OF SERVICr-,S ":the Consultwit iall perfonn a cmnpreheilsive 11.1sSCSSI-Tielit of' the City's various water sarety programs as more particularly de tin ed in Aftachment A to this Contract. SEC410N 3. TIME OF PERFORMANCE Services of the Consultant shall commence upon complete execution of this Agreement. Unless otherwise directed by the City and agreed to by the Consultant, the deliverables listed its, Attachment A shall be concluded in final fonii acceptable to the City by the 120" day fTom the full execution of this Agreement., SECTION 4. COMPENSAT110N TO THE CONSULTANT AND METHOD OF PAYMENT As compensation for the services, required to complete this PrQJect in accordance with the terms of this Agreement, the City agrees to pay the ConsLiltant in an ainotuit not-to-exceed $23,350.00. 'I"his i amount shall constitute full and complete compensation for the Consultwit"s services under this Agreement, including all expenditures made and expenses 'incurred by the ConSUltant in perfon-ning such services. Payment shall be made in two installments. it percent (510%) of the Contract amount shall be paid within thirty (30) days of Contract execution and the final (5 %) payment due within thirty (30)days of final report acceptance by City. Reimbursable expenses are part of the Not-to-Exceed amount and 'Include, but are not necessarily limited to SUbcontractors expenses, travel,, rep oil production and other out-of-pocket expenses, which shall be paid based upon actLIA COSt, SUpported by such docurrientation as the City may reasonably request. SECTION :5. PROFESS,IONA L, 'RES PONS 1131 L FfY AND AR. NTT Consultant shall, perform services consistent Nvith skill and care ordinarily exercised by other professional consultants Linder sUnilar circumstances at the time services are performed, subject to any limitations established by City as to degree of care, tirne or expense to be incurred or offer limitations of this Agreement. Consultant further warrants that it will perfom-i all services Linder this Agreement in a safe,, efficient and lawful mcarmer Using Industry accepted practices, and in fill cornplimice with all applicable state wid federal laws governing its activities and is under no restraint or order which would prohibit performc-mce of services Linder this Agreement. SECTfON 6. ESTABLISHMENTANA MAINTE.NANCF, OF REC01WS 1 .ecords shall be niaintained by the Consultant at its place of business with respect to all matters covered by this Agreement. Stich records shall be niaintained for a period o�f three (3) years after reccipt ot'final payment under this Agreement. SECTION 7. AUDITS AND INSPECTION-S The Consultant agrees that the City shall, Unt'll the expiration of three (3) years after the final payment under this Agreement have access to and the right to examine any direc,tly pertinent books, documents, papers, and records of the Consultant involving transactions relating to this Agreement. "I"he Consultant agrees that the City shall have access during norm al working hours to all necessary Consultant facilities and shall be provided adequate and appropriate work space in girder to conduct audits in compliance with the provisions of this section. The City shall gl*ve Consultant reasonable advance notice of intended audits. The Consultant further agrees, to include in all its subcontracts hereunder a provisions to the effect that the subcontractor agrees that the City shall, until the expiration of three (3) years after the final payment and directly Pertinent books, docunients, papers canid records of such subcontractor, involving transactions to the subcontract, and Burther, that City shall have access during normal working hours to all subcontractor -facilities, and shall be provided adequate and appropriate work jance w .s. -�s article and shall give space in order to conduct audits in compl' ith the provisions of tl subcontractor reasonable advance notice of intended audits. SECTION 8. IND,ENTN"ITY THE CONSULTANT AGREES TO DEFEND, INDEMNIFY AND HOLD HARMLESS THE CITY AND ITS OFFICIALS, AGENTS AND EMPLOYEES FROM AND AGAINST ANY AND ALL THIRD PARTY CLAIMS,, ACTIONS, SUITS OR P ROC'r4,F DINS S OF ANY KIND BROUGHT' AGAINST SAID PARTIES TO T EXTENT CAUSED BY THE NEGLIGENT ACT, ERROR, OR OMISSION OF THE CONSULTANT OR ANYONE FOR WHOM IT IS LEGALLY LIABLE IN TtJE PERFORMANCE OF SERVICES HEREUNDER, THE CONSUL 11 rANT [S NOT REQUIRED HER_EU"NDER "I'l 01 DEFEND, INDEMNIFY AND HOLD, fIARNILESS THE CITY OF FORT WORTH AND ITS, OFFICIALS, AGENTS AND EMPLOYEES FROM LIABILITY RESULTING FROM TI NEGLIGENCE OR WRONGFUL ACTS OF THE CITY OR ANY THIRD PARTY. THE INDEMN11TV RE,QUIRED HERE,tTINDEiR SHALL NOT BE LIMITED BY REASON OF ,ruE SPECIFICATION OF ANY PARTICULAR INSURANCE COVERAGE IN 'rHis, AGREEMENT. SECTION 9. COM?LIONCE WITH LAWS In providing the scope of services outlined herein, the Consultant shall comply with all applicable laws, ordinances, and codes of the Federal, State and local governments. j J Consultant ceilities that on the day work is to conuilence Linder this, Agreement and during the duration of the Agreement, it shall have and maintain current valid mid appropriate federal and state 0 licenses and permits necessai-y for the provision of services under this Ag-reement. Consultant also certifies that if it uses any subcontractor in the performajice of t1lis Agreei-flent, that Such subcontractor shall have and maintain current valid -and appropriate f'ederal and state licenses . 6 and permits necessary for the PTOVIS1011 Of services wider this Agreement. SECTION 10. NON-DISCRIMINATION Dtiring the performance of this Contract, Consultant agrees not to discriminate against �U-iy employee or applicant for ern ploy ment because of race, religion, color, sex or national origin, except where religion, sex or national origin is a bona fide occupational qualification reasonably necessary to the normal c eration of the Consultant. Consultant agrees, to post in conspicuous places,available to employees and applicants for employrnent notices setting forth the provisions of the,nor-discHmination clause. Consultant also agrees that in all solicitations or advertisements for employees placed by or on behalf of this Contract.,that Consultant is an equal opportunity employer. Notices, advertisements, and solicit dons placed in accordance with federal law, rule or regulation shall be deemed sufficient-for the purpose of ineeting the requirements of this section. SECTION 11. MODIFICATION No modification of this A regiment shall be bindincr on Consultant or the City unless, set out in 9 tp� WrIt]Dg and signed by both parties. Modifications shall be in the same format as, the final specification showing the change or addition of a task, project schedule, deliverable document(s), and schedule of payments. SECTION 12. PERS01NNEL The Consalt,%Lit represents that it has, or secure at its own expense, all personnel required in performing all of the services required Wider this Agreement. Such personnel shall not be employees of or have any contractual relationships with the City., # 1 11 All the services reqtured heretinder will be performed by,the Coi'isLiltant or Luider its Alper ViSi011 t-111d all personnel c;ngyaged in the work shall be quulificd and shall be authorized or permitted Linder state and local law to perform such services. The Consultant represents that the Con sult(wit's Project Manager, Steven E,. Flaynes, is available to ensure cornpledon of the scope of services pursuant to this Agreement. SEM"10N 13. ASSIGNABILITY Neither party hereto shall assign, sublet or transfer its 'interest herein Without prior,ritten consent of the other party, and any attempted assigninerit, sublease or transfer of all or any part hereof without such prior written consent shall be void. SECTION 14. DEFAULT data Consultant shall not b,le deerned to be in cietault because of any failtire to 'perform Wider this Aareement I if the failure arises from causes beyond the controll and without the fault or negligence of Consultant. Such causes shall include acts of God,acts of the public enemy, acts of Government,w in either,its,sovereign or contractual cap(city, -fires, flood, epidemics, quarantine restrictions, strikes, freight embargoes, and Lmusually severe weather. ,If Consultant falls to hegM work herein provided for within the time specified above, or to complete such work within the time specified above, within the true meaAng of this Agreement, City shall have the right to take charge of mid complete the work in such a manner as it may deem appropriate. if City exceeds the costs detailed in the attached documents,,, City may deliver to Consultant a Written itemized statement of the total excess costs, and ConSUItant ,shall reimburse City for such excess costs without delay. If, at any time during the terns of this Contract, the work of Consultant 'falls to meet the If I 1 1 W171 sp�ec icatioris o�f the Contract Documents, C'ty may not*fy Consultant of the deficiency in spec FailUre of Consultant to correct such deficiency and cotnplete -the work ieqaired under this Agreernent to the satisfaction of City within ten (10) days after written notification shall constitUte de cult, and shall result in termination of this Agreement. All costs, and attorneys fees incurred by I , I * in the enforcement or N any provi I si!ori of this Agreement shall be paid by Consultant, 4:7 The remedies, provided for herein are in addition to any other remedies available to City elsewhere ire this Agreement and by law. SECTION 15. 'FERMNATION ()FC0NVF_,'NT'F11,NCF OF CITY The City may terminate this Agreernent .for its convenience at any tinie by giving at lest ten (110) days, notice in writing to the Consultant. In the event of termination pursuant to this paragraph, Consultant shall be entitled to receive payment for all work completed or, in progress, and for costs recasonably incurred to close out its project services. Coinpensation is to itICILIde fees,, expenses, and liabdities to subcontractors or other third partics. Consultant will make reasonable attempts to cancel all stich liabilities in order to mitigate the cost to the City. If this Agreenient is temi'nated due toy the fault f'the Constiltant, Section 14 hereof relative to termindtiofl sli,all capply. III SECTION 16, SEVERABILITY lf,rany portion of this Contract is held to be void, invalid, or otherwtse unenforceable, 11i whole or part, the remaining portions o f t-,iis Contract shall rern"(11n in effect. SECTION 17. VENUE Should any action, whether real or asserted, at law or in equty, arise out of the terms of this Contract,venue for said action shall be in '"Farrant County, Texas. SECTION 18. AGRE,L,kvi ENT AMENDMENT This Contract cand all attachments represents the entire understanding between the City and the Consultant in respect to 'the Project, supersedes any and all prior written or oral negotiations of agreements between the parties, and may only be modified in writing signed by both parties,. I S,E CT'IO�N 19, NOTICES All written notices to the respective pailies, shall be sent by registered mail and be addressed as follows,.. CITY OF FORT WORT I I CO"N,SULTANT Mr. Frank Crun-ib, P.E. Ste%ven E. Haynes Water Department Director Owner/Manager City of Fort Worth Specialized.Risk 1000 Tluockrnorton 205 PaAhurst Lane Fort Worth r'exas 76102 AllenJX 7501.3 SECT . C-APTIONS The captions offl-s Contr-act are for informational purposes,only and shall not in any way aflect the substantive terms, and conditions of the Cott. SECTION 21. (.`.0ViFL1CTS This Contract is tfiesole agreement between the City and the Consultant wid any wmid all other prior agreements, whether al or written, are merged hito this Contract and of no ftirther force or effect.. EXECUTED on this, the '2-nd day of August, 22 013., 40, Southern S *al I �peci med Risk,Opt"ons,LLC- Gty of Fort Worth,Texas. 7274 .......... By: Steven E. Ha ass/' Fe is ndo Costa Its: Owner/Manage-r Assistm t Cit Manager August 2,2�O 13 Date DateF Approval RecoiYunend " ed 7 OQ ............................... ...... wi tiless Frank,Crumb, P.E., Direc,to Fort Worth Water Departmen - APPROVED AS TO F'O�RM AND L.EGALITY. ff AV Christa R. Reynolds Sr. Assistant City Attorney XITEST: 01 ............... 6L 11"VII Kay , iry C lama Cat Sec re ary 00*0�00 0rVj(;jALj ItF'CORD Cilry SF .GRETARY For.WORTH, City of Woil,h texas Soutliern Specialized Risk Options, LLC \Vater Departnient Safety Pro grain Audit Services Attachment A to Consultinq Contract Sc of Work This Scope of Work is presented to provide a comprehensive assessment of the entire existing safety program for the Water Department and affiliated business units., The Water Department and affiliated business units are self-supporting operating units whose annual funding is through self-gene rated sales of water and sewer services with revenu,e aggregated, into various, enterprise funds. In effect, the department operates much the same way a, for-profit company would and each dollar expended through accidents and work-related injuries, is revenue wasted which could be used for other important projects. The department and affiliated business units have an operating budget of nearly $750 mil,lion dollars and employs over 900 employees. The budget and staff count means the Water Department is larger than most cities in Texas. Additionally, the daily operations of the department expose its employees to many dangerous conditions, hazardous, environments, chemical exposures and driving and machinery exposures. Any of these could lead to s,ig,n,ificant property losses, vehicle accidents and, the potential for major work-related injuries or catastrophic loss. The importance of a sound and effective comprehensive safety program is of vital importance to mianagiinig these daily operational risks and to ensuring the long- term continued financial viability of the department. This, safety program audit will entail a comprehensive review of all, components of the safety prolgram, identification of improvement opportunities, and identifying goals, performance measures, current plans, and best-practices that will minimize the severity ,and'frequency of'occurrences of accidents,and work-related injuries and illnesses. Moo Safely Pro ram Components, Included in the,Audit and Assessment 1. General Wort, site Safety-Fixed Sites and Field,Worksites, 2,, Assessment of Current Safety Program, Practices,, Written Plans and, Procedures 3. Safety Responsibilities and Accountability, including the City's safety program, as it relates to the Water Department. 4. Safety Committee Utilization and Process 5. Safety Training including Supervisory-Level Safety Training 6. Recordkeeping and Safety Statistics 7. Industrial Hygiene Practices, 8. Accident Investigation and Accident Review Board Procedures 9. HAZCOM Program-A,uidited for Compliance with State of Texas Mandatory, Program 10. Work-Related Injuries and Illnesses, including Return-to-Work and Injury Outcome Management 11. Personnel Protective Equipment and Field-use safety Equipment 12. Fleet Safety Program, including Compliance with C,DL Regulations, 13. Other Focus Areas,as Directed by Executive Management Services Included within Scope of Work A pre-audit meeting will be conducted with Water Department senior management to discuss the objectives of the audit, identify areas of concern and obtain buy-in and support for completing the assessment. We would encourage; senior management to send out an e-mail message announcing the audit and encouraging Water Department employees to cooperate and support the initiative. The S .ple,gialized Risk audit team Scope,of Work includes: 1. The audit team will obtain, compile review and summarize all, current safety program written documents across, all business units includin,g�- safety plans, accident prevention plans, training plans, safety-related piol�icies, and procedures, HiAZCOM plans, and safety related records and reports. DRAFT 31/28/13 I)Iage I of 8 ............ ...... ..................................................................-....................... ..................... City of 17-ort Worth,Texas Southern Specialized Risk Options, LLC Water Department Safety Program AUdit Services 2. Interviews will be conducted with members of the senior management team:, mid-level managers, and supervisory level employees, to evaluate the current safety environment and department safety culture. Interviews, will be in the form of individual and group meetings. In addition to individual interviews, at least four separate group meetings will be held with, Production,, Water Reclamation, Meter Services, and Field Operations. 3. A, visual assessment will, be conducted of fixed site worksites and field: wolrks,ites to, review compliance and environmental conditions. Fixed work,site visits will include the following: • Water Treatment Plants: North and South Holly (same location), Rolling Hills, Eagle Mountain, and Wes,tside • Village Creek Water Reclamation Facility • Meter Services (located at the Holly complex) • Field Operations (located at the Holly complex) The Earthfill With the permission of senior management, unannounced visits to field worksites will be conducted to evaluate the safety program compliance in an impromptu situation. 4. Developing a "Total Cost of Risk"' analysis to provide the actual, cost of accidents and injuries, including hidden costs, external costs and city-wide, system costs, to the Water Department revenue,stream. 5. Providing flowcharts of the safety management chain of command; accident reporting and investigation process and work-related injury/illness process including injury management, modified duty usage and Return-to-Work Outcome Management. 6. Benchmarking opportunities will be reviewed, including internal self-established benchmarks, and a summary of benchmarking information obtained from peer cities, national industry, resources and state and federal resources will be compiled subject to the availability of relevant data,. 7. Currently valued loss data will be obtained from available sources and a comprehensive loss, analysis conducted for the previous, five years including workers compensation, losses,, vehicle accidents and both first--party and third-party losses. This process will be coordinated with the Risk Management Department., A loss analysis briefing will be developed and provided for designated management team members and loss benchmarks for improvement will be suggested as a means to measure progress and the effect of improvements. 81. Reviewing the current safety training, program including a review of hard, copy and electronic recordkeleping. 9. Reviewing, the Fleet Safety Program including the, use of driver training, compliance with FM,CSA hiring practices and DOT CL Drug and Alcohol Program compliance. lo. Evaluating the implementation of the State of Texas H,AZCOM Program. ll. Conducting a review of the end-to-end process for accident investigation including training, onsite investigations, recordkeeping, supervisory/management review, accident review board procedures and compliance with recommendations. 12. Other areas of interest designated by senior management. D lUk FT 3/28/l 3 Page 2 of 8 City of Fort Wortli,Texas SOLIthern Specialized Risk Options, LLC Water Department Safety Program Audit Services Reports Output A written report will, be provided which addresses each of the following areas: • Executive Summary of the Audit Process and Findings • Program Specific Review and Findings Loss analysis and Total Cost of Risk report Benchmarking Information Industry Best-Pra:ctices Base Recommendations,for Improvement Flowcharts as indicated 0 Other information on areas of interest 40 Briefings as outlined Digital photographs will be used to document significant exposures and audit findings, as appropriate. A hard copy report and electronic version (provided in a CD or removable disk drive) will be provided, to the Water Department staff within, 30 days of the completed audit. Specialized Risk audit team members will gladly provide briefings using PowerPoint to any group upon request., 'Timeline for Comieletion We anticipate we will be abile to complete the audit services beginning in early April, 2013,and completing the audit no later than July 1, 2013 (approximately 90 days). This time frame should allow for the audit process to be completed, reports generated and briefings and follow-up meetings completed in mid- August which will allow you to meet your objective within the 20,13 Fiscal Year as pl'anned.. Accuracy of Information Specialized Risk will make every effort to ensure the accuracy of the information,, including the site contact person and responsible supervisor, is updated at each facility site inspection and on all master reports and lists. Follows U ,,p on. orts Water Department staff may request any changes or ask for clarifications once the final audit reports are provided. We would request that any requested changes be presented with 14 days, of the receipt of reports to allow us approximately 10 business days to make any changes and resend. Priaag SSRO offers a fair and reasonable pricing of 2,3 350..00 fixed and final cost for the project as outlined in the proposal to include all services listed in the Scope of Work section. Our pricing contemplates a fixed cost fee; no additional costs or fees will be charged for additional work to comply with the Scope of Work as defined. This fee also includes all travel, report preparation cost and all cost for outside consultants utilized by SSRO. DRLAFT 3/28/13, Paoe 3 of 8 City of Foil Wor-th, Texas Southern Specialized Risk Options, [,,L(' Water Deparinient Safety Prograrn Audit Services Our fee is payable in two payments of 50:%, with the initial payment due within 3-0 days of invoicing, and the final payment d'ue w,ilthin 30 days of final report acceptance. Service, Extended Cost Comprehensive Safety Program Audit In $23,,350.00 Accordance with Proposal Scope of Work SUBTOTAL $23,350.00 SALES TAX (8-25%) Exempt TOTAL $23,350.010 Our Customer Satisfaction Guarantee To,prove our confidence in our services Specialized RiSK guarantees 100% customer satisfaction. Specialized Risk warrants, and guarantees this project will be completed to your complete satisfaction at the quoted project cost. Exceeding your expectations is our primary goal,,on any project we undertake,. We are so,certain we will be able to accomplish this that we are willing to guarantee that we will complete the project to your total satisfaction regardless of the time needled f cost overrun�or increased complexity. DRAFT 3/28/13 Pcne 4 of 8 .................. ............ City of Fort Worth, Texas SOLIthern Specialized Risk Options, LLC \Vtiter Depamilent Safety Prograni /­\Udit Services Z:� CoMpany Profile Specialized Risk was established in Febiruary 1996 as Tactical, Concepts and was reformed as an LLC and renamed in 2004 as Southern Specialized Risk Options, LLC (SS ) to provide specialized training and consulting services to various governmental public entity clients and select not-foir-profit organizations that provide ser ices to or support pu�blic entities. Specialized Risk is wholly owned by Steven Ha nes, ARM who serves as the President and Managing, Director and is responsible for daily operations. He utilizes associates with varying specialties and expertise for mission or project specific assignments. Specialized Risk continues to expand its product and service offerings as new hazards emerge, and in response to developing trends in safety and security, to, pirovide, relevant up to, date specialized consulting to our cllients. Our mailing address is.* Southern Specialized Risk Options, LLC 2015 Parkhurst Lane Allen, Texas 75013 Office Phone,: 214-509-9105 E-mail Contact: shay ryes i@specia lized risk.colm Southern Specialized Risk Options, L,LC specializes in public entilty and not-for-profit clients exclusively, Our staff of executives, security consultants and safety specialists all possess extensive public entity backgrounds and/or experience, at the federal, state or local level, Our operations staff includes former Navy SEAL's, Navy Bomb Disposal Technicians, former Secret Service Agents) former,Army Delta, Force Operatives, and former state police and local law enforcement officers, as well as,, former city risk managers,, loss control specialists and emergency management, specialists. 'We also have support staff members who specialize in research, analysis, data mining, civil and electrical engineering and our newest consultant has extensive experience in Organizational Psychology. We have chosen to keep our exclusive focus,on public entities and not-for-pir fit agencies. It is difficult to do many things and do them all well. Our company philosophy and management strategy is to specialize exclusively in one area and set the benichimiark for quaility, and service. The key to setting the benchmark is to give our customers what they want and need. The only way to do this is to take every opportunity to understand their unique challenges and needs. This can only be achieved by constant communication, willingness on our part to learn and to listen to our public entity partners and diligent follow through to ensure,ouir customer's expectations are consistently met or exceeded. The one thing that makes us unique and sets us apart from our competitors is our staff and consultants. You will be hard, pressed to find any other safety and security company that has staff members with the experience not just in theories or classrooms but in actua,l real world situations and counter-terrorism operations, that we possess. Our approaches and methods are derived from extensive real world experience in what works and what doesn't. We have assembled an extremely talented multi-discipl'i'nary team 'that draws on each other's skills and experience to provide a unique service to our clients., Olur philosophy regarding this project is consistent with how we approach most projects and quite simple. We use common sense! It makes no sense for us, to make elaborate,, highly tec,hin,ilcal, and costly recommendations that our clients don't need or can't afford, or worse, that puts our customer in as precarious and uncomfortable situation by having to influence and manage multiple functional areas or departments to implement burdensome changes for which they see no relevant reason. We recognize the need to create a safe and secure environment without creating another headache. D RA FT 3/2 8!13 Page 5 of 8 City of Fort Worth.Texas, SOLIthern Specialized Risk Options, LLC Water Departn'lent Safety Prograni Audit Services A preliminary planning, meeting will be held with the project coordinator and department staff to jointly develop a detailed project plan that will include elements such as; action item milestone, scheduled and actual completion date, individual assigned responsibility for the deliverable, a list of deliverables specific to that action item/milestone, field notes and any quantifiable measurement required. ,Supplemen,tal Information Software and Technol Specialized Risk has the latest in computer support and systems capabilities. We use the latest version of the Microsoft Office Suite that includes Word, Excel, and Access. We also use PowerPoint pre�sentation,s extensively when doing presentations, Our systems are networked for data sharing and redundancy of data integrity. Our team uses Microsoft Exchange/Outloolk e-mail to communicate and all of our systems have access to high-speed Internet connections to facilitate rapid response to customers. Additionally, all of our executives have cell phones available for 24-hour contact, secure encrypted radios, access via e-mail and fax capability. Constant, open, commun,ica,tion:s, availability 24/7 and responsiveness are critical to our customers. Specialized Risk strives,to make this a top priority. Specialized Risk is a, certified Marshall and Swift (Boeck) appraiser; we utilize their software programs to calculate replacement cost and green standard ratings, if requested. We have worked with other clients to develop an automation process with the goal of eliminating hard copy paperwork, allowing greater access to the data collected, and to facilitate sharing of information with functional areas,which need the information. Number of Years of gar .perience Specialized Risk's staff has a minimum of 5 years experience with many having well, over 25 years of experience i,n reviewing, developing, impilementing and monitoring safety programs for public,entities,. Qualifications Specialized Risk is an approved provider and currently performs services of this nature, including building inspections, premises liability assessments, security and safety audits and risk management operational audits for the following companies or insurers: Arthur . Gallagher Risk Management Safety and Environmental Solutions, Inc. Omega Risk Group, Inc. Safety Resources AIG Insurance Company Lexington Insurance Company New H'am,pshire Insurance Company ARCH Insurance Company Western World Insurance Company Tudor Insurance Company Munich Re America Group Chubb Property Insurance Company ACE Insurance Company Chartis, Insurance Everest Insurance Company Berkley Public Entity Managers Specialized Risk is also an approved, loss control services provider (Field Safety Representative) for the Texas Department of Insurance Division of Workers Compensation, DWXFT YA28/13 11aue 6 of 8 City of Fort Wortli, as Soutliern Specialized Risk Options, LLB" Water Department Safety Program AUdit Services Identificatio,n of KeZ Per The primary daily contacts for the department will be, Steven Haynes representing SSRO,. Associate members of the Specialized Risk team may be brought in to assist with inspection and audit services, as needed. Conflict of Interest There are no situations, anticipated that would, create a conflict of interest if Specialized Risk should be awarded the contract. Conti:nuli!y of AssLqned Personnel The primary key contact is located in ,Alen and Collin, County. The key contact,, Steven Haynes, is i available 24 hours a day, seven days a week and your staff will be able to contact him via cellular phone, pager, and will' also be able to contact him at his residence for emergencies. Andrew Haynes will serve as the backup in the event the key contact becomes unavailable to complete the scheduled inspection. Client Information atels We have the capability, to target via e-mail, designated key staff that has an interest in industry updates. We also will schedule a periodic meeting with designated staff and will provide relevant updates during the course of the meetings. Routine updates will be communicated through normal mail and update letters as frequently as necessary. Licensiag and Insurance Specialized Risk is licensed with the Texas, Safety and Security Consultants Registry as a Risk Management Consultant. Steven Haynes is licensed as a Security Consultant and Risk Manager in Texas. We maintain a general liability and commercial auto insurance policy with $1,000,000 occurrence l'im,its and a $1,000,000 aggregate limit. We maintain $1,,Oo0,000 consultant E&O policy limit. Additionally, we purchase a $1,10,00,0010 excess liability policy (umbrella),. We do, not provide workers, compensation coverage since all of our employees are independent contractors and we are not required to do so, under Texas Statute. Copies of our license and insurance can be provided. R2gulatoLy'CoMpliance Our agency has not been involved with any regulatory agency violations, litigation, administrative proceedings, or investigations by any organization, since the company was established. Service Disclaimer The,purpose of our reports is to serve as a general guide to help the City of Fort Worth make an informed evaluation of the overall condition of its Water Department Safety Program. The report expresses the personal opinion of the inspector based upon his visual impressions of the conditions that existed at the time of the inspection. The inspection and report are not technically exhaustive, or imply that every component was inspected, or that every possible defect was discovered,. Systems and conditions that are not within the scope of the services provided by our inspectors include, but are not limited to: lead paint, asbestos, toxic or flammable materials, other environmental hazards, pest infestation, certification of comp�liance of playground equipment, compliance with local or national builidling codes, ADA compliance certifications, compliance with any specific EPA or TCEQ regulations, certification, of compliance with DRAFT 3/'28/13 Page 7 of 8 ................ . ........ .......... ...........-....................................................... City of Fort Worth,Texas Southern Specialized Risk Options, LLB" Water Department Safety Program Audit Services Z local or national fire safety code requirements,. Our reports do not constitute any express or implied warranty regarding the structural, mechanical, plumbing,, and electrical, installed systems, or building code compliance or conformity and should not be relied on as such,,, DRAFT 3/28/13 Page 8 of 8