HomeMy WebLinkAbout04.b. Review Risk Management Loss Control Report as of February 13, 2024Page 1 of 2
Item 4.b.
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February 27, 2024
TO: FINANCE COMMITTEE
FROM: SHARI DEUTSCH, RISK MANAGEMENT ADMINSTRATOR
REVIEWED BY: PHILIP LEIBER, DEPUTYGENERAL MANAGER -ADMINISTRATION
ROGER S. BAILEY, GENERAL MANAGER
SUBJECT: REVIEW RISK MANAGEMENT LOSS CONTROL REPORT AS OF
FEBRUARY 13, 2024
The attached Loss Control Report shows information on current and prior open claims through February
13, 2024.
This report is typically issued monthly and new claims occurring since the previous report are highlighted in
blue (if any).
Strategic Plan Tie -In
GOAL ONE: Customer and Community
Strategy 1 - Deliver high -quality customer service
GOAL FOUR: Governance and Fiscal Responsibility
Strategy 3 - Maintain financial stability and sustainability
ATTACHMENTS:
1. Loss Control Report
February 27, 2024 Regular FINANCE Committee Meeting Agenda Packet - Page 193 of 196
CCCSD 2023-24 Loss Control Report
= New Incident I Ongoing Incident Prior FY Litigated
OVERFLOWS
Status #
ID#
Loss
DOL
Other Party
Address
City
Reserve
Expenses
Claim
Incident Total
Paid to I Ck #
Type
Paid
Paid **
Closed 1
2024002
SSO
9/21/23
Ron Coleman
512 Moraga Way
Moraga
$
$
$ 397.00
Claimant / 100140
Closed
Louis & Susan Meunier
516 Moraga Way
Moraga
$ 4,944.38
$ -
$ 5,341.38
ServiceMaster / 100153
Closed 2
2024003
SSO
9/29/23
Erling Hom
1029 Windsor Dr
Lafayette
$
$ 3,801.69
$ -
$ 3,801.69
ServiceMaster / 100153
Closed 3
2024005
SSO
10/2123
Roesbery Car Care
3099 N Main
Walnut Creek
$
$ 88,342.44
Business Loss / Various
$ 28,688.29
ServiceMaster / 100151
$ 34,157.56
Claimant/100150
Closed
Pool & Spa Supplies
3099A N Main
Walnut Creek
$
Is 329.18
$ 10,213.75
$ 161,731.22
Claimant / 100152
Total - SSO I $ - I $ 37,763.54 $ 133,110.75 I $ 170,874.29
OTHER LIABILITY CLAIMS
Status
#
ID#
Loss
Tye
DOL
Other Party
Address
City
Reserve
Expenses
Paid *
Claim
Paid **
Incident Total
Paid to I Ck #
Open
A
2019014
GL
7/26/2018
Jane Kappel
25 Arlene Lane
Walnut Creek
$ 10,000.00
$ 6,000.00
$
$ 16,000.00
MSJ Mar 2023/100110
Open
B
2021015
GL
12/14/20
A R Johnson (GAL)
M73, 205 Alamo View Walnut Creek
$ 25,000.00
$ -
$
$ 25,000.00
PI: In Discovery
Open
C
2021024
GL
2/1/17
EBMUD
17-29 Chapel Drive
Lafayette
$ 25,000.00
$
$
$ 25,000.00
2017+ slide, served 5/25
Open
E
2023002
GL
2/1/22
Weldon's Xcompl
644 Vallecito Ln
Walnut Creek
$ 10,000.00
$
$
$ 10,000.00
Tendered to Contractor
Open
F
2023010
GL
9/30/22
Frederick Hagen
Sycamore Vly Rd.
Danville
$ 25,000.00
$
$
$ 25,000.00
Bike Injury - Suit Filed
I Total - Liab I $ 95,000.00 I $ 6,000.00 I $ - I $ 101,000.00 I
PLUMBING REIMBURSEMENTS
Loss
Status # ID# Tye DOL Other Party Address City
Expenses Claim
Reserve Paid * Paid **
Incident Total
Paid to I Ck #
I Total - PL I $ - $ - I $ - I $ - I
AUTO INCIDENTS
Status
#
ID#
Loss
Type
DOL
Other Party Location
Veh#
Reserve Expenses
Paid *
Loss
Paid'*
Incident Total
Paid to I Ck #
Closed
1
2024001
AL
7/5/23
Kemal Gunel 1273 Locust Street, W1
288
$ -
$
$ 3,222.20
$ 3,222.20
Claimant/ 100132
Closed
2
2024006
APD
12/5/23
Mohamed Radwan Akky 94 Muth Dr.
290
$ 4,229.89
$ -
$ 4,229.89
Laf Auto Body / 100160
Open
3
2024007
AL
12/20/23
Elodia Urbina Olympic Blvd, WC
314/M232
$ 10,000.00
$ -
$ -
$ 10,000.00
I Total - Auto I $ - I $ - I $ 3,222.20 I $ 3,222.20
CENTRAL SAN'S PROPERTY LOSSES
Status # ID# Loss DOL Other Party Address City
Reserve
Expenses Loss Cost
Incident Total
Paid to / Ck #
Type
Paid *
Closed 1 2024004 PD 9/26/23 HOB3 Boiler Leak 5019 Imhoff Martinez
$ 28,916.76
$ -
$ 28,916.76
ServiceMaster / 100153
I Total - Prop I $ $ 28,916.76 I $ I $ 28,916.76
Notes: rnor year cTosea claims nave oeen removea Trom reporr.
Prior year active claims show a letter in the # column to distinguish them from current year claims. 2113124
February 27, 2024 Regular FINANCE Committee Meeting Agenda Packet - Page 194 of 196