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<br />Consulting Services Agreement between City of San Leandro and June 1, 2017 Intercare Holdings Insurance Services, Inc Exhibit A – Page 2 of 3 <br />I. Advise City immediately if it appears a City employee is unable to or should not perform his/her customary job duties. J. Consult frequently with City in cases with the potential for light duty assignment, claim denial, litigation, or disability retirement. K. Obtain City's approval of use of legal counsel and manage legal counsel on an ongoing basis, and not allow legal counsel to perform tasks that can be done as effectively and economically by Consultant. L. Obtain City's approval of use of investigative services and manage investigators on an ongoing basis to assure tasks are done as effectively and economically as possible. M. At City’s discretion, provide all services referenced in, and at a level not less than proposed in, Consultant’s response to City Request for Proposal for Workers’ Compensation Claims Management. III. REPORTS. Consultant shall provide: A. Quarterly detailed listing of open claims by location stating claims number, claimant's name, cause of injury, body part, medical paid in the past quarter, total medical paid to date, indemnity paid last quarter, indemnity paid to date, allocated costs paid last quarter, allocated costs paid to date, remaining reserves and incurred loss. B. Summaries of all open and closed claims by location and a summary total, listing number of open and closed claims, medical paid to date, indemnity paid to date, allocated costs paid to date, remaining reserves and total incurred loss. C. Reports as requested by the City's excess workers' compensation carrier and City Risk Management personnel. D. Assistance in the preparation of all reports required by State or Federal agencies. E. Monthly and annual record Log and Summary of Occupational Injuries and Illnesses as required by CalOSHA, and any other record keeping required by Cal/OSHA as it pertains to workers' compensation claims. F. Upon request of City, remote access to Consultants claims information system for City claims for two (2) City Risk Management Department employees. IV. TRUST ACCOUNT. Consultant shall: A. Establish a City trust account, in a financial institution approved by the City, for City's benefit and for the receipt of deposited funds and disbursements by Consultant, as Trustee, in payment for obligations incurred in the administration of the City's workers' compensation claims in accordance with the terms of this Agreement. <br />74