HomeMy WebLinkAbout04.b. Review Risk Management Loss Control Report as of May 7, 2024Page 1 of 2
Item 4.b.
F__1_448�411C_S0
May 21, 2024
TO: FINANCE COMMITTEE
FROM: SHARI DEUTSCH, RISK MANAGEMENT ADMINSTRATOR
REVIEWED BY: PHILIPLEIBER, DEPUTYGM -ADMINISTRATION
ROGER S. BAILEY, GENERAL MANAGER
SUBJECT: REVIEW RISK MANAGEMENT LOSS CONTROL REPORT AS OF MAY7,
2024
The attached Loss Control Report shows information on current and prior open claims through May 7,
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
May 21, 2024 Regular FINANCE Committee Meeting Agenda Packet - Page 187 of 190
CCCSD 2023-24 Loss Control Report
I] New Incident
OVERFLOWS
Ongoing Incident Page of 2 Prior FY
Litigated
Loss
Expenses
Claim
Status
#
ID#
DOL
Other Party
Address
City
Reserve
Incident Total
Paid to 1 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 Horn
1029 Windsor Dr
Lafayette
$ -
$ 3,801.69
$ -
$ 3,801.69
ServiceMaster / 100153
Closed
3
2024005
SSO
10/2/23
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
$ -
$ 329.18
$ 10,213.75
$ 161,731.22
Claimant / 100152
Closed
4
2024008
SSO
2/19/24
Dana Nadel
164 Lucinda Lane
Pleasant Hill
$ -
$ 5,064.61
$ 1,276.00
$ 6,340.61
Claimant/ 100165
Total - SSO I $ - I $ 42,828.15 I $ 134,386.75 I $ 177,214.90 I
OTHER LIABILITY CLAIMS
Status
#
ID#
Loss
Type
DOL
Other Party
Address
City
Reserve
Expenses
Paid *
Claim
Paid **
Incident Total
Paid to 1 Ck #
Open
A
2019014
GL
7/26/18
Jane Kappel
25 Arlene Lane
Walnut Creek
$
-
$ 6,000.00
$
$ 6,000.00
100110-Defense Verdict
Open
B
2021015
GL
12/14/20
A R Johnson (GAL)
M73, 205 Alamo View
I 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
Closed
1
2024010
GL
4/1/24
Emily St. John
1527 Cypress Street
Walnut Creek
$
-
$
$ 912.60
$ 912.60
H2O Break - Busin Loss
I Total - Liab I $ 85,000.00 I $ 6,000.00 I $ 912.60 I $ 91,912.60
PLUMBING REIMBURSEMENTS
Loss
Expenses
Claim
Status # ID# DOL Other Party Address City
Reserve
Incident Total
Paid to 1 Ck #
Type
Paid *
Paid **
Closed 1 2024009 PL 3/15/2024 Shannon Gruber 55 Ocean Pines Ln Alamo
$ 249.00
$ 249.00
Claimant / 100169
Total - PL I $ - $ - $ 249.00 I $ 249.00
AUTO INCIDENTS
Status #
ID#
Loss
Type
DOL
Other Party Location
Veh#
Reserve
Expenses
Paid *
Loss
Paid **
Incident Total
Paid to 1 Ck #
Closed 1
2024001
AL
7/5/23
Kemal Gunel 1273 Locust Street, W(
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
$ (4,299.89)
$ (4,299.89)
Subro. State Fund
Closed 3
2024007
APD
12/20/23
Elodia Urbina Olympic Blvd, WC
314/M232
$ -
$ 8,075.91
$ -
$ 8,075.91
Repaired in house
Total - Auto I $ - I $ 8,005.91 I $ 3,222.20 I $ 11,228.111
CENTRAL SAN'S PROPERTY LOSSES
Loss
Expenses
Status # ID# DOL Other Party Address City
Reserve
Loss Cost
Incident Total
Paid to 1 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: i nor year dosed claims nave peen removea from report.
Prior year active claims show a letter in the # column to distinguish them from current year claims.
517124
May 21, 2024 Regular FINANCE Committee Meeting Agenda Packet - Page 188 of 190