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Attachment A — Scope of Services The Broker will: PLACEMENT AND INSURANCE MANAGEMENT SERVICES • Design and market a Property/Casualty Insurance Program that is acceptable to the County. As appropriate and/or at the County's request, provide submissions for alternative program structures, such as different deductibles, limits, etc. or, upon request, other lines of insurance. • Coordinate with County staff to assure that up-to-date exposure data is incorporated into specifications and issued policies. • Issue and deliver valid and timely binders for insurance policies purchased by the County. Review binders for accuracy. Immediately request corrections if issued binders are not delivered in accordance with the submission(s). • Provide summary regarding changes in policy from expiring terms, conditions and deductibles. • Assure that insurance policies being purchased will be delivered in accordance with the submission(s) that were negotiated and/or accepted by the County. o Assure that the policies issued reflect no lesser policy terms, conditions, coverage amounts and options than were accepted by the County. o Immediately correct policy deficiencies before delivery to the County. o Promptly deliver the policies to the County within 60 days of policy inception. If policies are not issued within 60 days of policy inception, follow up with the insurer/wholesaler for receipt of the policy. If any deficiencies from the accepted submission remain, provide a timeline for their resolution to the satisfaction of the County. • Promptly and accurately process insurance policy endorsements and other change requests as needed. • Be available to attend up to four risk management meetings per year with the County, as they may be scheduled, and be willing to attend additional meetings if needed. • Monitor and notifythe County of major developments regarding the insurance industry orthe County's insurers or policies that may affect the County. • Respond to coverage or other insurance policy questions as may be presented by the County. • At least annually, present to County staff a written review, with the premium/claims history of the County, for the policies purchased. • Coordinate with the County about 120 to 150 days prior to renewals on giving estimates of renewal changes in premium, coverage, policy terms, etc. and in collecting needed renewal rating and background information. • Present renewal pricing and policy changes to the County at a minimum of 45 days before renewal or at a time agreed upon with the County. • Obtain proposals from additional insurance markets and provide them to the County with a listing of all companies contacted, detailed spreadsheets of all submissions received and all rejection letters. • Provide the County with Probable Maximum Loss ("PML") studies. • Provide final, written renewal submissions to the County on a schedule agreed upon with the County to allow for review of renewals at appropriate County meetings. • Promptly provide rating data, premium/claims history and other information at the request of the County. • Fully disclose insurance policy premiums, commissions or all other remuneration, including that of intermediaries, received for the sale of such policies. • Permit the County to conduct an audit of all remuneration/revenues attributable to the County's account and to fully cooperate with persons designated by the County to perform such audit.