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HomeMy WebLinkAboutRFP - P1148 CLAIMS ADMINISTRATOR SERVICESFinancial Services Purchasing Division 215 N. Mason St. 2"" Floor PO Box 580 Fort Collins, CO 80522 970.221.6775 970.221.6707 fcgov. com/purchasing ADDENDUM No. 2 SPECIFICATIONS AND CONTRACT DOCUMENTS Description of RFP: P1145 Paratransit Services OPENING DATE: 3:00 P.M. (Our Clock) October 15, 2008 To all prospective bidders under the specifications and contract documents described above, the following additions are hereby made. ADDITIONAL INFORMATION: Pre -Proposal Attendance Sheet is attached. Any additional questions should be submitted in writing prior to October 1, 2008 to James B. O'Neill, II, CPPO, FNIGP at ioneill fcgov.com or City of Fort Collins Purchasing Department, P.O. Box 580, Fort Collins, 80522-0580. Q1: Does the RFP require vehicles to have 4 wheel chair spaces? Al: No. There just need to be 4 restraints per wheel chair space. Q2: When does the contract begin? A2: January 1, 2009 Q3: The proposal states 10 MDT's will be provided. Can the vendor purchase additional ones? A3: Yes, provided the MDT's are approved by the City Other Information Provided: The Denver -Boulder -Greeley CPI will be used as the basis for any escalation negotiations. "Pricing changes shall be negotiated by and agreed to by both parties using the Denver/Boulder/Greeley CPI as a guide". The City believes increases for fuel, should be captured within the CPI. If there is an unusual circumstance to where fuel prices increase drastically, the current contract language would allow for these adjustments since it states to use the CPI as a guide. Data requested: 1. Miles per trip. 2. Percentage of grandfathered riders outside the 3/ mile area. 3. Distances and frequency of travel for this class of rider (there are 50 grandfathered clients). 4. Dispersion of trips in a day — the peaks and valleys. 5. Canceled trips and no-shows. 6. Multiple loading — how frequent and what percentage of trips are multiple load. 7. Number and frequency of ambulatory and non -ambulatory trips. See the attached spreadsheet - Trip Calculations. REQUEST FOR PROPOSAL The City of Fort Collins invites your firm to submit a proposal for Third Party Claims Administrator to provide self insured workers' compensation and liability claims services. PURPOSE AND BACKGROUND The City's purpose is to select a qualified claims administrator handling both workers' compensation and liability. The City's insurance program is out to bid. When the evaluation is complete, the Claims Administrator will be awarded. The Claims Administrator may administer both workers' compensation and liability, or depending on excess markets, may administer one or the other. The City's liability and worker's compensation claims have been administered by Cannon Cochran Management Services, Inc. since 01-01-99. Due to the need to maintain a close working relationship, and timely responses in the event of an incident requiring immediate assistance, the Claim Administrator will be required to have a servicing office in Fort Collins. 2. SPECIFICATIONS Proposals are to be submitted in strict compliance with these specifications. These specifications are to be considered as providing desirable claims administration services. Any limitations or deviations from these specifications must be designated in the proposal; otherwise, companies proposing will be strictly held to the specifications. This Request for Proposals and your response will become an integral part of a final contract should your firm be selected. A failure to deliver services and fees quoted in your proposal may result in a mid-term cancellation of the Service Contract and a replacement of the Third Party Administration firm. The information contained in the specifications is believed to be correct, but is not warranted. The responsibility for determining the full extent of the exposure and the verification of all information shall rest solely upon the Third Party Administrator. The City of Fort Collins or its representatives will not be responsible for any errors or omissions, nor for the failure on. the part of the Third Party Administrator to determine the full extent of the exposures. ANCILLARY SERVICES All Proposals must fully describe the nature of any ancillary services which your firm may offer. If independent firms are to be used, the name and address of the firms are to be shown. SA rev07/08 4. CONTINUANCE OF SERVICE CONTRACT FOR A FIVE YEAR PERIOD It is the intent of the City to continue the service contract for a minimum period of five years without competitive quotations. However, the City reserves the right to cancel or non -renew the contract at its discretion. 5. SELECTION CRITERIA AND METHOD A Review Team will rank the proposals based on the City of Fort Collins' procedures for the review of professional firms. The three. highest ranked firms may then be invited to discuss their proposals and qualifications with the review team. Based on these interviews, a final ranking of the consultants will be made and contract negotiations will be initiated with the highest ranked firm. On -site tours may be requested. THE FOLLOWING POINT SYSTEM WILL BE USED: POINTS (QUALIFICATION STANDARD 1 - 5 Adequacy of current Proposal Meeting and understanding in light of the Proposal needs; administrative requirements procedures 1 - 15 Qualifications to perform References, management services and staff assigned 1 - 15 Computer support and reports Data base availability reports initiated 1 - 5 Availability Ability to be at an Incident scene within one hour 1 - 10 Reasonable cost for proposed Services provided service Total Points (50 points possible) 2 SA rev07/08 Reference evaluation (Top Ranked Firm) The project Manager will check references using the following criteria. The evaluation rankings will be labeled Satisfactory/Unsatisfactory. QUALIFICATION STANDARD Overall Performance Would you hire this Professional again? Did they show the skills required by this project? Timetable Was the original Scope of Work completed within the specified time? Were interim deadlines met in a timely manner? Completeness Was the Professional responsive to client needs; did the Professional anticipate problems? Were problems solved quickly and effectively? Budget Was the original Scope of Work completed within the project budget? Job Knowledge a) If a study, did it meet the Scope of Work? b) If Professional administered a construction contract, was the project functional upon completion and did it operate properly? Were problems corrected quickly and effectively? SA rev07/08 SECTION 1 PROPOSAL REQUIREMENTS Please address the following questions, in the order they are asked, in your proposal. 1. QUALIFICATIONS A. Give a brief description of your firm including: 1. Names of principal owners, partners.or officers. 2. Length of time the firm has been in business. 3. Number of offices and locations. 4. Offices that would service this account. 5. The availability of a toll -free number and/or e-mail address for the use of claimants and the City. B. Indicate the proposed number of personnel (including supervisory and management) who would be assigned to administer the City's program and give details regarding: 1. Position of each 2. Experience and education 3. Experience with public entities 4. Length of time with your firm 5. Computer skills C. Would technical personnel assigned to the City also be assigned to other accounts? If so, how many? D. Would an Account Executive be assigned to the City as the primary contact on items not directly related to specific claims? E. Describe training programs offered to claim personnel and incentives for employees to further their training and education. F. In the past two years, what percentage of employee turnover has your firm experienced for the office that will be handling the City's claims? G. What is the anticipated case load of open files that would be managed by examiners assigned to the City? H. Provide names, addresses, telephone numbers and length of service with at least three Colorado references for whom you have provided worker's compensation and liability claims services (preferably public agencies). Describe any additional special programs or areas of emphasis that you think would be beneficial in helping us to understand your.level of expertise. C! SA rev07/08 2. CLAIMS IMPLEMENTATION, PROCESSING AND TERMINATION A. Provide procedure and timetable for initial set-up and implementation of City's account into your system. B. Provide the set-up, process and timetable for a new claim to be placed in the system. C. Advise how frequently your diary system allows claims supervisory personnel to review open claims. D. Describe your procedures for making initial and follow-up contact with injured employees or claimants. E. Describe your company philosophy and procedures for the establishment of case reserves. What are the procedures for revising reserves? F. Describe cost containment procedures utilized by your firm. G. Under the current arrangement, the City provides an account and checks for the processing of claim payments by the claim administrator. Indicate if this system would work for your firm. H. Advise in what instances an independent adjustor would be required and which independent claims service you would use. Attach copies of all standard forms used in your administration process. Submit samples of any cards, letters, pamphlets, et cetera, that would be provided to injured employees and claimants. K. Do you have a formal program for managing lawsuits and litigation expense? If so, please describe. L. Provide the City with various options regarding the handling of open claims in the event of termination or regular expiration of the claims administrator contract. M. Include any other information that.you feel would contribute a positive and successful program if your firm were selected. Describe in detail the claims administrator's various investigative techniques and general claim handling. philosophies, addressing the following: 1. Method of explaining claimant's right. 2. Circumstances when in -person investigations would be used rather than by telephone. 3. Philosophy and method of contesting and denying claims payments. 5 SA rev07/08 N. Provide a description of the quality controls currently in place. The description should include the approach to and frequency of internal claims audits of claims offices. 3. DATA PROCESSING AND REPORTING SERVICES A. To demonstrate your data processing and report system, provide an online demonstration of twenty five worker's compensation claims. Five claims shall be re -opened from the year 2007, ten claims shall be medical only, and ten shall be indemnity claims. Be as detailed as possible, showing all charges, fee schedule, PPO & prescription discounts, and the bottom line cost to the city for each claim. All claims shall contain, but not be limited to, the following information. Workers' Compensation a. Claim Number b. Department Code C. Employee Name d. Injury Date, Day of Week and Time of Day e. Brief Verbal Description of Injury/Accident f. Nature of Injury g. Body Part h. Nature of Incident i. Object Causing Injury j. Medical, Indemnity and Expense Paid to Date k. Subrogation I. Rehabilitation M. Reserved n. Litigation o. Status 2. Liability a. Line of Coverage b. Department Code C. Claim Number d. Accident Date, Date of Week and Time of Day e. Claimant's Name f. Brief Verbal Description of Accident g. Nature of Accident h. Object causing Accident I. Payment and Expense Paid to Date j. Reserve k. Indication if in Suite I. Status (Open/Closed) B. Indicate whether the following reports could be provided online: 1. Accident analysis report giving a breakdown by cause, body part, injury, day, time etcetera. 2. Vendor report to identify service providers and attorney involvement. 3. Cumulative check register giving a summary of all medical, indemnity and other payments to date. 4. Reports showing IBNR factors and trending, claims pay -out profiles and claims development analysis. 0 SA rev07/08 5. Sorting capabilities of Program. C. Can your organization customize reports for our needs? Is there an extra charge for this service? D. Can reports be exported to an MS Excel, Access or PDF format? E. Can your organization interface with the J. D. Edwards One World Workforce Management System? F. Does your organization have the capability to captures all correspondence, medical records, letters, etc., electronically and store them in the claimants file? G. Is it possible for the City to access your data base? If so, please describe your system, the necessary mechanics, and what information would be available to access. H. Advise how frequently your system is updated. Please submit samples of each standard report generated by your system and explain any additional ad hoc reporting capability you could put at our disposal. 4. AVAILABILITY A. Approximately how far is the servicing office from downtown Fort Collins? Will you be able to have an operational office in Fort Collins at contract inception? B. Can your firm respond immediately to investigate an incident that has just occurred? Indicate how long it would take a claim representative to physically be on site of an incident after telephone notification. C. Are your claim representatives "on call" 24 hours per day? Are pagers, cell phones or similar devices provided to the representatives? D. How many representatives could reasonably be expected to handle claims for the City? 5. PRICING AND FEES If different pricing and fees are used for workers' compensation and liability, please quote separately. A. Quote your per claim fee in one or more of these ways: 1. Cost per claim (regardless of type). 2. Cost per claim by type. 3. Minimum cost/maximum costs. 4. Lifetime handling of claims. If a flat fee is submitted, please include the total number of claims included in the fee and the annual maximum cost. Other pricing methods will also be considered. 7 SA rev07/08 Indicate if a different fee could be charged to track "record only" claims. The City currently pays a guaranteed one-time fee for a specified number of claims per year for life time handling of those claims. The third party administrator handles these claims until all are closed. An additional fee per claim is paid if the number of claims handled by the T.P.A. exceeds the number of claim specified in the contract. Simple claims that require no investigation (a check or denial letter is issued) are handled at a cost of $50 per claim. B. Specify whether or not your fee includes your firm performing all of the necessary state filing. C. Indicate whether the per claim cost includes recovery of subrogation losses. D. Indicate the types of allocated claims expenses which are not included in your per case claims costs. E. State what services or type of claims that are not included in your standard fees. F. Occupational Health Services at Poudre Valley Health Systems and General Care are the City's designated health care provides. Are they part of your organizations PPO network and if so what discount do you receive? What other Northern Colorado health care providers are part of your PPO network? G. Exhibit III is a list of 30 prescription drugs. If your organization has a prescription discount program, what would be the unit cost, to the city, for each of these drugs? Explain your prescription drug program and bill review processes. H. Since the tbrm of the contract will be five years, renewable annually, give an indication of expected increase in rates and basis for increases. SA rev07/08 SECTION 11 CLAIMS MANAGEMENT STANDARDS & PROCEDURES Following are standards and services the City wishes to maintain. Review these points and indicate any area that could be a problem in your firm. CLAIMS ADMINISTRATION A. Create files and reserve within two (2) working days from receipt of the initial report. B. Establish diaries so each claim is reviewed at least every thirty (30) days or more frequently where needed. Document confirmation of review. C. Working with City of Fort Collins Risk Management staff, examine and analyze all claims to determine compensability/validity of workers' compensation and liability claims. D. Pay bills promptly per City instructions. E. Audit medical bills and repair bills for casual relationship and reasonableness of charges. F. Report all indemnity claims to the Index Bureau upon file creation, and retain a copy with the file. G. Review medical -only claims for possible closure no less frequently than every thirty (30) days. H. Provide copies of all written correspondence from the administrator to doctors, claimants, attorneys, rehabilitation counselors, investigators and state agencies. Clearly document all file activity, including telephone conversations or personal meetings, and diary reviews to reflect the date, individuals involved, content of discussion and plan of action. Establish specific direction on the investigation and handling of all indemnity cases within three (3) working days from receipt of the initial report, and clearly evidenced in the file. K. Notify appropriate excess insurer(s) of all claims or losses meeting the reporting requirements of the insurer and provide such insurer with all required information and updates. Send update reports to excess carriers no less frequently than semi-annually. L. Provide a written analysis of all proposed settlements by stipulation or compromise for consideration and authorization, in losses valued in excess of $50,000. 0 SA rev07/08 M. Establish claim reserves and provide a continual review and update of reserves to reflect changes. It is expected that reserves will be reviewed at least twice a year with city staff. N. Maintain a file for each claim submitted with the file available for review by the City at any reasonable time. O. Consult and cooperate with the City and its employees as may be necessary to achieve a successful claims management program. This includes regular meetings"between City staff and the Third Party Administrator being held every 7-14 days; to discuss claim settlements/denials. P. Consult quarterly with City Risk Management and Legal staff to review open claims and reserve settings. 2. CLAIMS INVESTIGATION AND MANAGEMENT: A. Conduct the necessary investigation of each claim using competent and qualified personnel, including such investigation as is necessary to determine he City's liability. The City reserves the right to require additional investigation. With the approval of the City, engage the services of persons of firms outside its organization for special work in connection with investigations. B. Contact or attempt to contact all employees and claimants within three (3) days of receipt of claim. Upon initial contact, document the description of injury/accident. Document attempts to contact employee or claimant. C. Contact the department and designated employee for City's statement before determining liability. D. Contact the City within three (3) days to confirm whether compensability/liability is acknowledged or should have been questioned. E. Monitor treatment program for injured employees to assure that treatment is related to the compensable injury or illness. F. Consult with the City Safety & Workers Compensation Administrator prior to authorizing medical procedures. G. Maintain a close liaison with treating physicians to assure that employees receive proper care and to avoid over treatment situations. H. Determine eligibility for and authorize payment of Temporary Disability compensation in accordance with medical advice and rehabilitation efforts. With City approval, maintain telephone or personal contact with temporarily disabled employees no less frequently than monthly, to maintain rapport and to monitor medical progress and return to work status. Schedule independent medical examinations with qualified physicians in cases where treatment, length of disability or extent of permanent disability assigned is in question. IN SA rev07/08 There is no set DBE percentage for this, contract but the City encourages DBE participation. RFP Page 3: Examples of forms now posted on the website Sample Forms A-D Form A: Trip Performed by Paper Manifest Form B: Additional Trips or Trip Changes. Form C: Daily Fare Discrepancy Report Form D: Weekly Compliant Report Sample Form E Form E: Fare Reconciliation Sheet Sample Form F Form F: Investigating Supervisor's Collision or Injury Report RFP Page 4: Contract Requirements — Technology Item 5. - Can the City install the MDT's? Documentation is available from the MDT vendor on installation. RFP Page 4: Paratransit Operating Standards Item 2. - 3rd party contract clients are a very small percentage of trips. RFP Page 5: Paratransit'Operating Standards Item 7. - This section requires a notice to the City RFP Page 7: Training Trainers must be certified. Trip data is provided to the vendor the day before. Please contact James B. O'Neill, II, CPPO, FNIGP at (970) 221-6779 with any questions regarding this addendum. RECEIPT OF THIS ADDENDUM MUST BE ACKNOWLEDGED BY A WRITTEN STATEMENT ENCLOSED WITH THE BID/QUOTE STATING THAT THIS ADDENDUM HAS BEEN RECEIVED. Investigate whether subrogation can be ruled out or pursued in all cases which may involve third party negligence. K. Refer litigated cases to attorneys utilizing an agreed listing or legal firms. Assist in the preparation of litigated cases and participate as needed in hearings and settlement actions. Attend monthly meetings with City's designated physician. 3. ' CLAIMS ANALYSIS AND REPORT A. Provide the. City with continuing information on the progress of individual claims and the effectiveness of cost control programs relating to all claims. A closing report is required for every claim indicating the amount paid to settle the claim. B. Submit statistical summaries and narrative reports as requested to assist in the evaluation of the City's program. C. Assist the City in the analysis of claims in an effort to prevent future occurrences of a similar nature. D. Maintain a claim file for each reported claim which shall be available to the City at all times for inspection. Such file shall contain all data pertinent to the claim to support its disposition and shall remain the exclusive property of the City. E. Assist the City in preparation of required self insurance reports, reports required by the city's insurance carriers, and information for the NCCI to calculate the workers' compensation modifier. F. Prepare an annual report related to workers' compensation claims to assist City payroll staff with W-2 adjustments of employees who received TPD payments. 4. SPECIAL SERVICES A. Provide information and guidance to city employees regarding workers' compensation benefits and respond to inquiries regarding specific injuries and permanent disability ratings. B. When appropriate, develop rehabilitation programs for injured employees for approval by the City, the employee and appropriate agencies ensuring that rehabilitation, retraining or reassignment is provided to employees with physical or performance limitations resulting from industrial injuries. C. Review existing City claims management programs and procedures and recommend changes as needed. 11 SA rev07/08 SECTION III CLAIMS PHILOSOPHY The City of Fort Collins' claims management philosophy is as follows: 1. Claimants are given a high standard of care and concern to avoid poor public opinion. 2. Employees are advised of their benefits under Workers' Compensation in a timely fashion. 3. To give prompt attention to all claims matters in an attempt to discourage unnecessary litigation. 4. To encourage early recovery from injury and early return to productive work. 5. To encourage employees' return to work for modified duty. 6. To identify fraudulent claims and aggressively defend those claims. 7. To identify cause of loss and correct, if necessary, to prevent future loss. 8. To keep communication open between the TPA, Risk Management staff, employees, claimants, and medical providers. 12 SA rev07/08 SECTION IV SPECIAL PROVISIONS CLAIM ASSIGNMENT The City of Fort Collins does not send all claims to a third party claims administrator. The City Attorneys Office and the Risk Management division reserve the right to determine which claims will be handled in-house and those that will be assigned to the third party administrator. 2. CANCELLATION BY ADMINISTRATOR Because of the time required to replace this contract on a favorable basis, each firm must include in their proposal a written agreement not to change the rates and terms of the contract, nor cancel the contract during the first annual term, except in the case of non-payment of fees. Each firm must also agree not to change the rates and terms of the contract at renewal or refuse to renew the contract without ninety (90) days advance written notice. 3. CLAIMS RUN-OFF PROVISIONS Ensure that your company's claims run-off requirements, including fees for present as well as future claims, are included as a contract provision in your specimen contract. 4. TITLE RIGHTS Ensure that the City shall have full, complete and absolute title to all studies, files, documents, correspondence, tapes, movies, recordings, reports, analyses and other materials prepared or acquired regardless of the state of completion. Further ensure that the City may make full and complete use of said materials as it desires, and within its own discretion without liability of any kind whatsoever to the Administrator other than payment of consideration as provided. INSURANCE Required insurance limits are listed in Exhibit B, Section VI. 13 SA rev07/08 SECTION V APPENDIX DATA EXHIBIT I Citizen Claims Procedure EXHIBIT II Five Year Claim History EXHIBIT III Top 30 Drugs 14 SA rev07/08 Exhibit I CITIZEN CLAIMS PROCEDURE The following is a summary of the claims handling process that is used: Risk Management receives notice of an incident involving property damage or bodily injury. This notice may come from a number of sources including the citizen involved, the City department involved, or a police report. An Incident Report is completed by an employee of the department involved. This report contains basic information about the incident that helps determine if the City is legally liable for the incident. A citizen who expressed the desire to file a claim against the City is informed that claim forms can be mailed to them or can be obtained at the Risk Management office. Claims may also be initiated by the filing of a Notice of Claim (usually from the claimant's attorney or insurance company) which is in compliance with Section 24-10-109 C.R.S (If a Notice of Claim does not comply with that section, the City Attorney's office will notify Risk Management of that fact so that it can be raised as a defense at a later date, if necessary.) 3. Upon receipt of a claim, a copy is sent by Risk Management to the department involved. Notice is given to. our third -party claims administrator (in 2008 this is CCMSI) informing them of the claim. Notice includes Notice of Claim and all supporting documentation provided by the claimant. Notice is sent to the claimant stating that the City is in receipt of their claim and has forwarded the information to our claims administrator. Notice also provides the address and telephone number for our claims administrator, encouraging the claimants to contact the claims administrator directly if they have questions or problems regarding their claim. Notice may be provided to the City's insurance carrier who may provide coverage for the claim, if any, notifying it of the claim. If the insurance carrier is involved, Risk Management will ensure that it is kept apprised of the status of the claim, contacted for settlement authority and is otherwise involved to the extent desired by the insurance company. 4. After receiving the claim, the claims administrator assigns an adjuster to the case that then begins an investigation of the incident. The adjuster contacts City employees involved, witnesses, and the claimant. Periodic meetings are held with the City Attorney's Office, Risk Management, and the claims administrator to discuss each claim and to make recommendations concerning whether and to what extent the claim should be paid. As a general rule, a citizen's claim will be paid if: a. The claim is filed within the required 180 days of the accident or occurrence; (and) b. The City is legally liable for the damages alleged; (and) c. Governmental immunity for the type of claim presented does not exist or is waived. Compromise settlements may occur in "some cases if there is a question regarding one or more of the above criteria. 15 SA rev07/08 Occasionally, departments may choose to pay part or all of a claim as a good will gesture, regardless of whether the City's liability is clear. Such payments are made out of the department's budget, rather than the Loss Fund. Such payments are discouraged because of the risk of setting a precedent, which the City cannot afford to follow. When made, such payments should only be made through Risk Management after the signing of a release by the claimant. 6. The size of the claim determines who can authorize claim payments: a. If the claim is less that $50,000, the Director of Purchasing and Risk Management, the third party administrator and the City Attorney's Office will determine if payment should be made. The City Manager will be notified via Risk Management by a semi- annual report of all claims settled for $10,000 or more. b. Settlement amounts above $50,000 but less than $100,000 (excluding claim processing related costs such as investigative fees and defense costs and fees) will only be paid after approval from the City Manager. c. City Council will be informed of the status of statutory claims and pending litigation in the semiannual Litigation Update Report prepared by the City Attorney's office. Although the Director of Purchasing and Risk Management has authority to pay claims up to the limits set out in the Self -Insurance Ordinance ($150,000 to any one person for claims arising out of a single incident or occurrence or $600,000 to all persons for claims arising out of a single incident or occurrence, in accordance with the State of Colorado Governmental Immunity Act), staff will confer with City Council in executive session on any settlement amounts of $100,000 and over. 7. The claims administrator issues a payment or a denial letter to the claimant. Payments are only issued after the claimant signs a release for all damages arising out of the claim. This concludes the claims handling process. 8. The claims administrator provides the City with a monthly -computerized loss report. This report contains information about the number of claims handled, the departments involved and the cost of claims. 9. If a lawsuit is filed, the City Attorney decides whether the City's interests will be represented by staff attorneys or by outside counsel and whether any conflict of interest exists between the City and any individually named defendants. The litigation of most claims is handled by outside counsel rather than the City Attorney's staff, but the decision is made by the City Attorney's office on a case- by -case basis. In the event that outside counsel is hired, the City Attorney's office will choose the counsel. The City Attorney will notify the Director of Purchasing and Risk Management of the firms selected. The claims administrator will continue to monitor the case only to the extent necessary to keep the monthly -computerized loss report current. Risk Management will coordinate with the City Attorney's office to ensure that any insurance company involved on behalf of the City receives appropriate reports concerning the status of the litigation. If the litigation results in an award to a claimant, the City Attorney (and outside counsel if appropriate) will make estimates and recommendations to City staff and, when appropriate City Council, as to the costs and merits of an appeal. 16 SA rev07/08 1 2. 3 Workers' Compensation Year # Claims 2003 185 2004 214 2005 214 2006 186 2007 207 Auto Liability Year # Claims 2003 64 2004 64 2005 47 2006 42 2007 50 General Liability Year # Claims 2003 135 2004 120 2005 144 2006 135 2007 135 Exhibit II Five Year Claim History # Med Only # Indemnity # Open 153 32 0 167 47 0 155 59 3 139 49 5 161 46 16 # Open 1 0 1 0 2 # Open 0 0 0 0 4 Incurred Cost $ 308,581 $145,204 $117,283 $155,360 $ 90,432 Incurred Cost $307,666 $239,748 $231,865 $397,779 $360,490 Incurred Cost $535,675 $620,855 $1,172,514 $1,135,826 $1,392,903 Of the auto liability and general liability claims listed, the City of Fort Collins handles approximately 100 of these claims in-house per year. The TPA has to either issue a check for payment or a denial letter on these files. All claims data as of 9/9/08. 17 SA rev07/08 Exhibit III Rank 1 'Drug Hydrocodone Generic Y 2 Oxycodone Y 3 Vioxx N 4 Celebrex N 5 Propoxy Y 6 Ibuprofen Y 7 Cyclobenzaprine Y 8 Neurontin N 9 Bextra N 10 Naproxen Y I I Skelaxin N 12 Oxycontin N 13 Ultracet Tablet N 14 Tramadol Hcl Y 15 Cephalexin Y M Carisoprodol Y 17 Ambien N 18 Percocet O 19 Tizanidine Hcl Y 20 Amitriptyline Hcl Y 21 Acetaminophen Y 22 Diazepam Y 23 Prednisone Y 24 Lidoderm N 25 Duragesic N 26 Zoloft N 27 Methocarbamol Y 28 Mobic N 29 Flexeril N 30 Alprazolam Y 18 SA rev07/08 SECTION VI SERVICES AGREEMENT THIS AGREEMENT made and entered into the day and year set forth below by and between THE CITY OF FORT COLLINS, COLORADO; a Municipal Corporation, hereinafter referred to as the "City" and- hereinafter referred to as "Service Provider". WITNESSETH: In consideration of the mutual covenants and obligations herein expressed, it is agreed by and between the parties hereto as follows: 1. Scope of Services. The Service Provider agrees to provide services in accordance with the scope of services attached hereto as Exhibit "A", consisting of pages and incorporated herein by this reference. 2. The Work Schedule. [Optional] The services to be performed pursuant to this Agreement shall be performed in accordance with the Work Schedule attached hereto as Exhibit "B", consisting of () page[s], and incorporated herein by this reference. 3. Time of Commencement and Completion of Services. The services to be performed pursuant to this Agreement shall be initiated within ( ) days following execution of this Agreement. Services shall be completed no later than Time is of the essence. Any extensions of the time limit set forth above must be agreed upon in a writing signed by the parties. 4. Contract Period. [Option.l] This Agreement shall commence upon the date of execution shown on the signature page of this Agreement and shall continue in full force and effect for one (1) year, unless sooner terminated as herein provided. In addition, at the option of the City, the Agreement may be extended for an additional period of one (1) year at the rates provided with written notice to the Professional mailed no later than ninety -(90) days prior to contract end. 19 SA rev07/08 4. Contract Period. [Option 2] This Agreement shall commence , 200_, and shall continue in full force and effect until , 200, unless sooner terminated as herein provided. In addition, at the option of the City, the Agreement may be extended for additional one year periods not to exceed (_) additional one year periods. Renewals and pricing changes shall be negotiated by and agreed to by both parties. The Denver Boulder Greeley CPIU published by the Colorado State Planning and Budget Office will be used as a guide. Written notice of renewal shall be provided to the Service Provider and mailed no later than ninety (90) days prior to contract end. 5. Delay. If either party is prevented in whole or in part from performing its obligations by unforeseeable causes beyond its reasonable control and without its fault or negligence, then the party so prevented shall be excused from whatever performance is prevented by such cause. To the extent that the performance is actually prevented, the Service Provider must provide written notice to the City of such condition within fifteen (15) days from the onset of such condition. [Early Termination clause here as an option. 6. Early Termination by City/Notice. Notwithstanding the time periods contained herein, the City may terminate this Agreement at any time without cause by providing written notice of termination to the Service Provider. Such notice shall be delivered at least fifteen (15) days prior to the termination date contained in said notice unless otherwise agreed in writing by the parties. All notices provided under this Agreement shall be effective when mailed, postage prepaid and sent to the following addresses: City: Copy to: Service Provider: City of Fort Collins City of Fort Collins Attn: Purchasing Attn: PO Box 580 PO Box 580 Fort Collins, CO 80522 Fort Collins, CO 80522 In the event of early termination by the City, the Service Provider shall be paid for services rendered to the date of termination, subject only to the satisfactory performance of the Service 20 SA rev07/08 ATTENDANCE RECORD PREPROPOSAL CONFERENCE Project; P11 45 Paratransit Services Time: 10:00 am Date; September 22, 2008 1 T.•y.:•.-F....F GLTn n.. o.....a PRINT TAME ORINT, ADDRESS TELEPHONE FAX # I E-MAIL ADDRESS FIRM NAPur1fE}�� ,y__ ��'''yJ j r r" .' �..' I... _ __ J �,�"L —ice'I li.:� t'`.3+�.'-.-.L""rC.C-• �s.. y ,:Jov.Lam' �ri'� �� it 3 i- / rz►rl; r � °`� ` 3:J;3 - .2 Y' `% iI-? �U �D3-�,z Y' S�-f3 #1 f� . csr+u�it� 5''•� E' Al I 3 3 3 i f: t d1 A q rows �t �y 3 p A14,7--Q 0FW 1), tv -t f iY.cR Obk�ir} - A � ;L77S S t�allf� 303�- -41ra £-Y�Ci.�,►s�' co t, cep►�.�'.-,.e�.-r„�f'.... t,�, �jt -�1 !� �+�'�, ,�f� �"`?'•�� L: .�11�a1t7.�f '�(1 �lfr�� r7 /���%!2.//t•'r4:: /�d,4� �f•fL, �.,fN/ Z-ox, jJ t� 75CX�-t �tv� C�3 31 -3f t 3 376 9C 9`� ` +_ � f V eo r'ci +U2r ; �1 et ��a�i�rr crl �'c .can r Provider's obligations under this Agreement. Such payment shall be the Service Provider's sole right and remedy for such termination. 7. Contract Sum. The City shall pay the Service provider for the performance of this Contract, subject to additions and deletions provided herein, per the attached Exhibit "A", consisting of pages, and incorporated herein by this reference. 8. City Representative. The City will designate, prior to commencement of the work, its representative who shall make, within the scope of his or her authority, all necessary and proper decisions with reference to the services provided under this `agreement. All requests concerning this agreement shall be directed to the City Representative. 9. Independent Service provider. The services to be performed by Service Provider are those of an independent service provider and not of an employee of the City of Fort Collins. The City shall not be responsible for withholding any portion of Service Provider's compensation hereunder for the payment of FICA, Workmen's Compensation or other taxes or benefits or for any other purpose. 10. Personal Services. It is understood that the City enters into the -Agreement based on the special abilities of the Service Provider and that this Agreement shall be considered as an agreement for personal services. Accordingly, the Service Provider shall neither assign any responsibilities nor delegate any duties arising under the Agreement without the prior written consent of the City. 11. Acceptance Not Waiver. The City's approval or acceptance of, or payment for any of the services shall not be construed to operate as a waiver of any rights or benefits provided to the City under this Agreement or cause of action arising out of performance of this Agreement. 21 SA rev07/08 12. Warranty.. (a) Service Provider warrants that all work performed hereunder shall be performed with the highest degree of competence and care in accordance with accepted standards for work of a similar nature. (b) Unless otherwise provided in the Agreement, all materials and equipment incorporated into any work shall be new and, where not specified, of the most suitable grade of their respective kinds for their intended use, and all workmanship shall be acceptable to City. (c) Service Provider warrants all equipment, materials, labor and other work, provided under this Agreement, except City -furnished materials, equipment and labor, against defects and nonconformances in design, materials and workmanship/workwomanship for a period beginning with the start of the work and ending twelve (12) months from and after final acceptance under the Agreement, regardless whether the same were furnished or performed by Service Provider or by any of its subcontractors of any tier. Upon receipt of written notice from City of any such defect or nonconformances, the affected item or part thereof shall be redesigned, repaired or replaced by Service Provider in a manner and at a time acceptable to City. 13. Default. Each and every term and condition hereof shall be deemed to be a material element of this Agreement. In the event either party should fail or refuse to perform according to the terms of this agreement, such party may be declared in default thereof. 14. Remedies. In the event a party has been declared in default, such defaulting party shall be allowed a period of ten (10) days within which to cure said default. In the event the default remains uncorrected, the party declaring default may elect to (a) terminate the Agreement and seek damages; (b) treat the Agreement as continuing and require specific performance; or (c) avail himself of any other remedy at law or equity. If the non -defaulting party commences legal or equitable actions against the defaulting party, the defaulting party shall be liable to the non -defaulting party for the non -defaulting party's reasonable attorney fees and costs incurred because of the default. 15. Binding Effect. This writing, together with the exhibits hereto, constitutes the entire agreement between the parties and shall be binding upon said parties, their officers, 22 SA rev07/08 employees, agents and assigns and shall inure to the benefit of the respective survivors, heirs, personal representatives, successors and assigns of said parties. 16. Indemnity/Insurance. a. The Service Provider agrees to indemnify and save harmless the City, its officers, agents and employees against and from any and all actions, suits, claims, demands or liability of any character whatsoever brought or asserted for injuries to or death of any person or persons, or damages to property arising out of, result from or occurring in connection with the performance of any service hereunder. b. The Service Provider shall take all necessary precautions in performing the work hereunder to prevent injury to persons and property. c. Without limiting any of the Service Provider's obligations hereunder, the Service Provider shall provide and maintain insurance coverage naming the City as an additional insured under this Agreement of the type and with the limits specified within Exhibit B, consisting of one (1) page, attached hereto and incorporated herein by this reference. The Service Provider before commencing services hereunder, shall deliver to the City's Director of Purchasing and Risk Management, P. O. Box 580 Fort Collins, Colorado 80522 one copy of a certificate evidencing the insurance coverage required from an insurance company acceptable to the City. 17. Entire Agreement. This Agreement, along with all Exhibits and other documents incorporated herein, shall constitute the entire Agreement of the parties. Covenants or representations not contained in this Agreement shall not be binding on the parties. 18. Law/Severability. The laws of the State of Colorado shall govern the construction interpretation, execution and enforcement of this Agreement. In the event any provision of this Agreement shall be held invalid or unenforceable by any court of competent jurisdiction, such holding shall not invalidate or render unenforceable any other provision of this Agreement. 23 SA rev07/08 19. Prohibition Against Employing Illegal Aliens. Pursuant to Section 8-17.5-1.01, C.R.S., et. seq., Service Provider represents and agrees that: a. As of the date of this Agreement: 1. Service Provider does not knowingly employ or contract with an illegal alien who will perform work under this Agreement; and 2. Service Provider will participate in either the e-Verify program created in Public Law 208, 104th Congress, as amended, and expanded in Public Law 156, 108th Congress, as amended, administered by the United States Department of Homeland Security (the "e-Verify Program") or the Department Program (the "Department Program"), an employment verification program established pursuant to Section 8-17.5-102(5)(c) C.R.S. in order to confirm the employment eligibility of all newly hired employees to perform work under this Agreement. b. Service Provider shall not knowingly employ or contract with an illegal alien to perform work under this Agreement or knowingly enter into a contract with a subcontractor that knowingly employs or contracts with an illegal alien to perform work under this Agreement. C. Service Provider is prohibited from using the e-Verify Program or Department Program procedures to undertake pre -employment screening of job applicants while this Agreement is being performed. d. If Service Provider obtains actual knowledge that a subcontractor performing work under this Agreement knowingly employs or contracts with an illegal alien, Service Provider shall: 1. Notify such subcontractor and the City within three days that Service Provider has actual knowledge that the subcontractor is employing or contracting with an illegal alien; and 2. Terminate the subcontract with the subcontractor if within three days of receiving the notice required pursuant to this section the subcontractor does not cease employing or contracting with the illegal alien; except that Service Provider shall not terminate the contract with the subcontractor if during such three days the subcontractor provides information to establish that the subcontractor has not knowingly employed or contracted with an illegal alien. e. Service Provider shall comply with any reasonable request by the Colorado Department of Labor and Employment (the "Department') made in the course of an 24 SA rev07/08 investigation that the Department undertakes or is undertaking pursuant to the authority established in Subsection 8-17.5-102 (5), C.R.S. f. If Service Provider violates any provision of this Agreement pertaining to the duties imposed by Subsection 8-17.5-102, C.R.S. the City may terminate this Agreement. If this Agreement is so terminated, Service Provider shall be liable for actual and consequential damages to the City arising out of Service Provider's violation of Subsection 8-17.5-102, C.R.S. g. The City will notify the Office of the Secretary of State if Service Provider violates this provision of this Agreement and the City terminates the Agreement for such breach. 20. Special Provisions. [Optional] Special provisions or conditions relating to the services to be performed pursuant to this Agreement are set forth in Exhibit " ", consisting of ( ) pages, attached hereto and incorporated herein by this reference. 25 SA rev07/08 ATTEST: City Clerk APPROVED AS TO FORM: Assistant City Attorney CITY OF FORT COLLINS, COLORADO a municipal corporation By: James B. O'Neill II, CPPO, FNIGP Director of Purchasing and Risk Management Date: 2-2 PRINT NAME CORPORATE PRESIDENT OR VICE PRESIDENT Date: ATTEST: (Corporate. Seal) CORPORATE SECRETARY 26 SA rev07/08 I�:/CII:l�i:3 INSURANCE REQUIREMENTS 1. The Service Provider will provide, from insurance companies acceptable to the City, the insurance coverage designated hereinafter and pay all costs. Before commencing work under this bid, the Service Provider shall furnish the City with certificates of insurance showing the type, amount, class of operations covered, effective dates and date of expiration of policies, and containing substantially the following statement: "The insurance evidenced by this Certificate will not be cancelled or materially altered, except after ten (10) days written notice has been received by the City of Fort Collins." - In case of the breach of any provision of the Insurance Requirements, the City, at its option, may take out and maintain, at the expense of the Service Provider, such insurance as the City may deem proper and may deduct the cost of such insurance from any monies which may be due or become due the Service Provider under this Agreement. The City, its officers, agents and employees shall be named as additional insureds on the Service Provider's general liability and automobile liability insurance policies for any claims arising out of work performed under this Agreement. 2. Insurance coverages shall be as follows: A. Workers' Compensation & Employer's Liability. The Service Provider shall maintain during the life of this Agreement for all of the Service Provider's employees engaged in work performed under this agreement: Workers' Compensation insurance with statutory limits as required by Colorado law. 2. Employer's Liability insurance with limits of $100,000 per accident, $500,000 disease aggregate, and $100,000 disease each employee B. Commercial General & Vehicle Liability. The Service Provider shall maintain during the life of this Agreement such commercial general liability and automobile liability insurance as will provide coverage for damage claims of personal injury, including accidental death, as well as for claims for property damage, which may arise directly or indirectly from the performance of work under this Agreement. Coverage for property damage shall be on a "broad form" basis. The amount of insurance for each coverage, Commercial General and Vehicle, shall not be less than $500,000 combined single limits for bodily injury and property damage. In the event any work is performed by a subcontractor, the Service Provider shall be responsible for any liability directly or indirectly arising out of the work performed under this Agreement by a subcontractor, which liability is not covered by the subcontractor's insurance. SA 10/01 27 [Optional] EXHIBT " " CONFIDENTIALITY IN CONNECTION WITH SERVICES provided to the City of Fort Collins (the "City") pursuant to this Agreement (the "Agreement"), the Contractor hereby acknowledges that it has been informed that the City has established policies and procedures with regard to the handling of confidential information and other sensitive materials. In consideration of access to certain information, data and material (hereinafter individually and collectively, regardless of nature, referred to as "information") that are the property of and/or relate to the City qr its employees, customers or suppliers, which access is related to the performance of services that the Contractor has agreed to perform, the Contractor hereby acknowledges and agrees as follows: That information that has or will come into its possession or knowledge in' connection with the performance of services for the City may be confidential and/or proprietary. The Contractor agrees to treat as confidential (a) all information that is owned by the City, or that relates to the business of the City , or that is used by the City in carrying on business, and (b) all information that is proprietary to a third party (including but not limited to customers and suppliers of the City) . The Contractor shall not disclose any such information to any person not having a legitimate need -to -know for purposes authorized by the City. Further, the Contractor shall not use such information to obtain any economic or other benefit for itself, or any third party, except as specifically authorized by the City. The foregoing to the contrary notwithstanding, the Contractor understands that it shall have no obligation under this Agreement with respect to information and material that (a) becomes generally known to the public by publication or some means other than a breach of duty of this Agreement, or (b) is required by law, regulation or court order to be disclosed, provided that the request for such disclosure is proper and the disclosure does not exceed that which is required. In the event of any disclosure under (b) above, the Contractor shall furnish a copy of this Agreement to anyone to whom it is required to make such disclosure and shall promptly advise the City in writing of each such disclosure. In the event that the Contractor ceases to perform services for the City, or the City so requests for any reason, the Contractor shall promptly return to the City any and all information described hereinabove, including all copies, notes and/or summaries (handwritten or mechanically produced) thereof, in its possession or control or as to which it otherwise has access. The Contractor understands and agrees that the City's remedies at law for a breach of the Contractor's obligations under this Confidentiality Agreement may be inadequate and that the City shall, in the event of any such breach, be entitled to seek equitable relief (including without limitation preliminary and permanent injunctive relief and specific performance) .in addition to all other remedies provided hereunder or available at law. 28 7/98 ATTENDANCE RECORD PREPROPOSAL CONFERENCE Project: P1145 Paratraasit Services Time: 10:04 am Date: September 22, 2008 1 nroh:nn• T. .-i..• RX'fA o.-, n.....A PRINT NAME PRINT ADDRESS YYY TELEPHONE FAX #E-MAIL ADDRESS FIRM NAME + ! 7 .n'1f �: .( e+'� k� r�;.'�•��;Lo-'.t•I ��CS1`'�C S .,+;4; ��Uf� �i��� � � �d a ��% f EI�i`�,L•i ��' 1 E� ��� 1..;' 4''sri �L..cfW .r -' 4,7 ' r u' c ly b!! 0 TRIP CALCULATIONS JanUMy 1, 2008 lnroUg!m ,J Uu j 31, 2008 JWGrJg2 IaI2M- 'Amo t Gram: P`Ttip' 8 Sam; _ # Edatrl In 7c4z lV Cbwl; S.rco• : -8mW Allis , tiVywi b 6'sm_ra3 -S No ? 15jWd IN gam,_ T -;r;m orro trips- ' =iwoo ;5hms C-ama9efuz+ EWqm, TAw HOUSE 1C`"a31 23% 25211 .1A 7.30+ =:37 2'31 t 17..'' Ti 363 PQ1'IGEfl' 1A3'. 7?C. IDM 11'30+ 5.1E: 211 17:5 ice° 410 #:Yel i'111ia�isnsl YYe. W 0 ultra i1AIff1:IN, , .;. `Eatfr . imp., em-D- 4ast_= = "$fit 1'i�ir• 1pm _ ;Win'- Wit- ,�?fTt S�rtr = :' . aprn,. 7�m - . Epm . �, 5q�t"_ t Tifi� lr�+; .ra.d- - 7Y;rsn- 12=�= '9 • -n- Ilpm,��sts= . � _;Lim 5;ni+ Cms�- <aT .; . ._ _: iOm '81�. .., MMU.Tf 0 3 7 7 I'D 3 5 7 E. 7 pl 0 0 0 0 3 D i uasal�/. n r7 y T T a l'+ 1ti W.4-en.6azo 0 3 5 5 9 10 3 3 E. 5 4 4 0 0 a 0 0 75 Th:rsar 2 5 5 3 iC+ 7 3 E. 5 5 1 C. 0 0 0 0 71 F lw 0 5 1:2 11 7 5 4• 2 C co 0 0 0 ?E Eater 1 -2 -3 5 5 .2 �. 1 �0 0 0C+ 0 0 0 ca .4varm3:tr,�' r:2.E-7 tmQ 0113 5.50 5:K 9.00+ 9.50 E.3 E.E7 5_1-7 5:K 3.Sr+ 1=a I A OLCO Cam] CyWj OLDT_i Ayara 7sm:: siun;' grin 9ftarrr 11.11r- 1�ir1 Sptrt Sass= - 'IQ= aFFTt t IC+£Ei Oq+ cfF�l`es . 7arn Eam , aa.:t _ GOs t �1'E>rrtr ..12pan, . :' m- ` t:f 2 .. .i , A rr 5gm F 811 '; ..7 itr ` ; ;8�it apm . iL r;i .It:pEh Dry 0 2 ) 4 7 7 5 a A 5 7 4 J J 2 0 1 7' T'ua:aity 1 3 h.5 9 7 7 7 5, E. 5 7 4 1 1 2 2 t 92 N'a=nntip r 3 IS 5 7 7 5 1 5 5 '1 A 3 0 0 5t' Th:rsa x a 11 ? ] A 3 7 4 2 2 3 2 0 Yti Frrmr O+ 5 11 3 E, 19 7 A 4 _, 3 2 f 3 2 0 A 3atur+IN 1 :2 5 ? 7 4 4 E. 4 4 '2 1 i 0 Ell 'ilm:r a50 i:83 10:57 fi:5'� 7_3 7.50+ BE& 5k7 4 3 fi:]0+ fi 0 3!? 1 c� Od 233 1.17 �y.33 trtrar ..t _daj trail ,rl 2-9lalla lady. tr4awo. cy limn T13 AL DAIR IN FlC[ME, - CW0 Amtdaicro 5A32 CAI t�x.4mh 4_�9 r0TAl I DrA'I tsf14]A' SEER ": '' Char i ittLTM#.lkd 11.99 rai. i�Y:4mo• :724 IOTA L 1 142-22 City of Fort Collins Pu,cnasin9 ADDENDUM No. 1 SPECIFICATIONS AND CONTRACT DOCUMENTS Description of RFP: P1148 Claims Administration Services OPENING DATE: 3:00 P.M. (Our Clock) October 7, 2008 Financial Services Purchasing Division 21.5 N. Mason St. 2nd Floor PO Box 580 Fort Collins, CO 80522 970.221.6775 970.221.6707 fegor. cam/purchasing To all prospective bidders under the specifications and contract documents described above, the following changes are hereby made. CHANGE: Revised Exhibit II attached Please contact James B. O'Neill, II, CPPO, FNIGP at (970) 221-6779 with any questions regarding this addendum. RECEIPT OF THIS ADDENDUM MUST BE ACKNOWLEDGED BY A WRITTEN STATEMENT ENCLOSED WITH THE BID/(QUOTE STATING THAT THIS ADDENDUM HAS BEEN RECEIVED. Exhibit II Six Year Claim History 1. Workers' Compensation Year # Claims # Med Only # Indernnitr # Open Incurred Cost 2003 185 153 32 0 $535,675 2004 214 167 47 0 $620,855 2005 214 155 59 3 $1,172,514 2006 186 139 49 5 $1,135,826 2007 207 161 46 16 $1,392,903 2008 111 93 18 40 $ 402,417 2. Auto Liability Year # Claims # Ooen Incurred Cost 2003 64 1 $308,581 2004 64 0 $145,204 2005 47 1 $117,283 2006 42 0 $155,360 2007 50 2 $ 90,432 2008 27 12 $ 37,490 3. General Liability (includes all liability other than auto) Year # Claims # Ooen Incurred Cost 2003 135 0 $307,666 2004 120 0 $239,748 2005 144 0 $231,865 2006 135 0 $397,779 2007 135 4 $360,490 2008 71 13 $122,399 Of the auto liability and general liability claims listed, the City of Fort Collins historicaPi handles approximately 100 of these claims in-house per year. The TPA has to either issue a check for payment or a denial letter on these files. All claims data as of 9/18f08. CitS Financial Services ®f YPurchasing Division 215 N. Mason St. 2nd Floor F6rt Collins Box Foorrt Collins, CO CO 80522 �Purc�hasin 970.221.6775 g 970.221.6707 fcgov.com1puom/purchasing REQUEST FOR PROPOSAL P1148 Claims Administrator Services The City of Fort Collins is currently seeking proposals from qualified professionals for a Third Party Claims Administrator to provide self insured workers'. compensation and liability claims services. Written proposals, three (3) will be received at the City of Fort Collins' Purchasing Division, 215 North Mason St., 2nd floor, Fort Collins, Colorado 80524. Proposals will be received before 3:00 p.m. (our clock), October- 7, 2008. Proposal No. P1148 Claims Administration Services. If delivered, they are to be sent to 215 North Mason Street, 2nd Floor, Fort Collins, Colorado 80524. If mailed, the address is P.O. Box 580, Fort Collins, 80522-0580. Questions concerning the scope of the project should be directed to Project Manager Lance Murray, Risk Manager (970) 221-6807. Questions regarding proposals submittal or process should be directed to James B. O'Neill II, CPPO, FNIGP (970) 221-6779. A copy of the Proposal may be obtained as follows: 1. Download the Proposal/Bid from the BuySpeed Webpage, www.fcqov.com/eprocurement 2. Come by Purchasing at 215 North Mason St., 2"d floor, Fort Collins, and request a copy of the Bid. The City of Fort Collins is subject to public information laws, which permit access to most records and documents. Proprietary information in your response must be clearly identified and will be protected to the extent legally permissible. Proposals may not be marked `Proprietary' in their entirety. Information considered proprietary is limited to material treated as confidential in the normal conduct of business, trade secrets, discount information, and individual product or service pricing. Summary price information may not be designated as proprietary as such information may be carried forward into other public documents. All provisions of any contract resulting from this request for proposal will be public information. Sales Prohibited/Conflict of Interest: No officer, employee, or member of City Council, shall have a financial interest in the sale to the City of any real or personal property, equipment, material, supplies or services where such officer or employee exercises directly or indirectly any decision - making authority concerning such sale or any supervisory authority over the services to be rendered. This rule also applies to subcontracts with the City. Soliciting or accepting any gift, gratuity favor, entertainment, kickback or any items of monetary value from any person who has or is seeking to do business with the City of Fort Collins is prohibited. Collusive or sham proposals: Any proposal deemed to be collusive or a sham proposal will be rejected and reported to authorities as such. Your authorized signature of this proposal assures that such proposal is genuine and is not a collusive or sham proposal. The City of Fort Collins reserves the right to reject any and all proposals and to waive any irregularities or informalities. Sincerely, James B. O'Neill Il, CPPO, FNIGP Director of Purchasing & Risk Management Where renewal is a way of life TABLE OF CONTENTS REQUEST FOR PROPOSAL PAGE 1 PURPOSE AND BACKGROUND PAGE 1 SPECIFICATIONS PAGE 1 ANCILLARY SERVICES PAGE 1 CONTINUANCE OF SERVICE CONTRACT PAGE 2 SELECTION CRITERIA AND METHOD PAGE 2-3 SECTION I - PROPOSAL REQUIREMENTS PAGE 4-8 SECTION II CLAIMS MANAGEMENT STANDARDS & PROCEDURES PAGE 9-11 SECTION III - CLAIMS PHILOSOPHY PAGE 12 SECTION IV - SPECIAL PROVISIONS PAGE 13 SECTION V - APPENDIX DATA PAGE 14 Exhibit I 2 pages Exhibit II 1 page Exhibit III 1 pages SECTION VI - PROFESSIONAL SERVICES AGREEMENT PAGE 19-28 Exhibit B Insurance Requirements 1 page Exhibit Confidentiality 1 page