1998-146-RES WHEREAS, COP IS DESIROUS OF ENGAGING RISK MANAGEMENT SERVICES TO REVIEW
RESOLUTION NO. 98-146
WHEREAS, tl1e City of Paris is desirous of engaging risk management services to review
its coverages, including worker's compensation, liability, auto physical damage, property
coverage, medical, and life, and to design bid specifications for the same; and,
WHEREAS, proposals for such services were received on the 29th day of September,
1998, and the best proposal for the same was made by Velez Insurance Services Company of
Houston, Texas; and,
WHEREAS, is deemed to be in the best interests of the City of Paris that said proposal
be accepted and that the City Manager, Michael E. Malone, be authorized to execute necessary
documents for said risk management services; NOW, THEREFORE,
BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF PARIS, that the
proposal of Velez Insurance Services Company, attached hereto as Exhibit A, for risk
management services be, and the same is hereby, accepted; and,
BE IT FURTHER RESOLVED, that the City Manager, Michael E. Malone, be, and he
is hereby, authorized and directed to execute, on behalf of the City of Paris, the necessary
documents for said risk management services.
PASSED AND ADOPTED this 12th day of October, 1998.
Charles H. Neeley, Mayor
ATTEST:
Mattie Cunningham, City Clerk
APPROVED AS TO FORM:
Scott P. Foster, City Attorney
VELEZ
INSURANCE SERVICES
COMPANY
RECEIVED
SEP 29 1998
CITY MANAGER
PARIS, TEXAS
September 21, 1998
Mr. Michael E. Malone
City Manager
City of Paris
P.O. Box 9037
Paris, Texas 75461-9037
Dear Mr. Malone:
I represent Velez Insurance Services Company (VISCO), a firm that provides insurance and risk
management -related services for all lines of property and casualty insurance as well as employee
benefits coverages for the public sector. I am in receipt of your RFP for an insurance consultant to
manage the City's insurance bidding project concerning its Workers' Compensation, liability, auto
physical damage, property coverages, medical and life insurance, and am pleased to submit this
proposal.
By way of introduction, VISCO was established in May, 1992. However, I have worked in the
insurance industry since 1980, and have specialized in the insurance and risk management needs of
the public sector since 1984. I hold an undergraduate degree in Insurance/Risk Management, an
MBA in Finance, and the CPCU (Chartered Property Casualty Underwriter) and ARM (Associate
in Risk Management) designations. I also hold a Local Recording Agent's License as well as a State
Risk Manager's License.
I have served as Assistant Risk Manager for the City of Corpus Christi and the City of San Antonio,
and as Executive Director of the TML Group Benefits Pool. My last position prior to forming
VISCO was with Johnson & Higgins, a major insurance broker, providing assistance to the branch
offices nationwide in serving public sector clients.
While my firm does engage in the selling of insurance products, there will be no conflict of interest
with regard to the outcome of this engagement as I will serve as consultant only and will not bid the
insurance coverages. VISCO will not benefit monetarily or otherwise from the final outcome of the
selection process.
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EXHIBIT A
-
350 N. SAM HOUSTON PKWY. E., SUITE 102 · HOUSTON, TEXAS 77060-3306
TELEPHONE (281) 445-5060 FAX: (281) 445-5159
RtCE\~En
Mr. Michael E. Malone
Page 2
September 9, 1998
SEP ,9 1998
CITY MANAGER
PARIS. TEXAS
I agree to provide the following services:
On-site consultation with city management and staff sufficient to detennine the
adequacy and cost efficiencies of current coverages;
Development of complete bidders' list to whom requests for proposals should be sent;
Development of separate Requests for Bids for each type of insurance coverage;
Fielding of all proposal questions from potential bidders;
Joint analysis with the City to determine optimum proposals; and
Attendance at one City council meeting to assist staff as needed to communicate to
the elected governing body the basis for selecting the best bid.
I have performed these and similar services for school districts and other Texas cities. I will
personally handle this assignment, Mr. Malone. My resume (including references) is enclosed for
your consideration, as is a list of clients.
My fee for the services to be provided in the Property/Casualty area is $7500 plus travel expenses.
My fee for the services to be provided in the Employee Benefits area is $3750 plus travel expenses.
Upon mutual consent, half of the fee will be payable upon issuance of the RFPs, with the remainder
payable upon selection of the successful bidder(s). Travel expenses will be invoiced as incurred.
Thank you for the opportunity to provide this proposal. It would be a pleasure to work with you on
this very important project. Should you have any questions, or require additional information, please
do not hesitate to contact me.
Sincerely,
~~~ARM
President
enclosures
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CARMEN E. VELEZ
8915 Weyburn Grove Dr.
Houston, Texas 77088-1457
(281) 999-6975
EDUCATION
St. Mary's University - San Antonio, TX
MBA - Finance; May, 1987
St. Mary's University - San Antonio, TX
BBA - Insurance/Risk Management; magna cum laude; May, 1983
Insurance Institute of America - Malvem, P A
CPCU Designation; January, 1995
ARM Designation; FebruCllY, 1985
EMPLOYMENT
VISCO (Velez Insurance Services Company) - President; May, 1992 - present
Johnson & Higgins - AssistClllt Vice President, National GovernmentGroup; April, 1989 - May,
1992
Texas Municipal League Insurance Trust Fund - Executive Director; July, 1986 - April, 1989
City of San Antonio, Texas - Assistant Risk Manager; November, 1984 - July, 1986
City of Corpus Christi, Texas - Administrative Assistant III, Risk Management Department;
January ~ November, 1984
Frank B. Hall- Marketing Analyst; July - December, 1983
San Antonio Independent School District - Risk Analyst; September, 1981 - July, 1983 (part-time
while in school)
LICENSES
Risk Manager's License (State of Texas)
Local Recording Agent's License (State of Texas)
Workers' Compemation Adjuster
HMO License
Gr01ip I License
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HONORS
Recipient of various scholarships, including National Hispanic Scholarship Fund (2), St. Mary's
University School of Business, Independent Insurance Agents Education Foundation, Insurance
Women of the Alamo, and Robert S. Spencer Memorial Foundation (RIMS Scholar).
Dean's List every semester, National Honor Society, Nadonal Honor Society/Business majors,
and Outstanding Young Woman of America.
CIV! C A CTIVIfIES
Credit Union committee work, Junior Achievement (Business Consultant), Texas Special
Olympics (Volunteer Recruiter), Treasurer and Member of Board of Directors for church.
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VISCO Clients
September 21, 1998
Mr. Pat ElfrinklMr. Ken Slovak
City of Haltom City (Property/Casualty and Employee Benefits)
(817) 834-7341 <i r 7- .l.l ,-.. ?? 60
Ms. Tina PacquetlMs. Madonna Tobin
City of Houston (property/Casualty)
(713) 247-3382
Ms. Nora Chavez
City of San Antonio (PropertyCasualty)
(210) 207-8620
Ms. Brenda Williams
City of Texas City (Property/Casualty)
(409) 643-5940
Mr. Brad Bailey/Mr. Kermit Falgout
Houston ISD (Property/Casualty)
(713) 871-9365
Mr. Frank Watson
Houston ISD (Employee Benefits)
(713) 892-6693
Ms. Patricia Guidry
Aldine ISD (Excess WC)
(281) 985-6221
Mr. Herman WeberiMs. Nancy Cunningham
City of Pasadena (Employee Benefits)
(713) 475-5525
Mr. Bob Ford/Ms. Patricia McCulloch
City of Galveston (Employee Benefits)
(409) 766-2113
Mr. Ray BradfordMs. Missy Davidson
City of Bay town (property Casualty)
(281) 420-6520
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